{"ref":"NC-HSP-GOV-07","title":"Annual Budget, Statistical Records and Data Reports","category":"Governance","summary":"Requires an annual budget available for inspection, monthly statistical records (staff and volunteer hours, referrals, admissions, discharges, diagnoses, home or inpatient location) kept at least five years, separate hospice records when the hospice is part of a larger organization, and the data needed for the license renewal and any annual data report the Department asks for.","inShort":["The governing body approves a budget every year, and it is kept available for inspection.","Each month we record staff and volunteer hours, referrals, admissions, discharges, diagnoses and where patients get care.","Record your hours accurately: they feed these state records.","Statistical records are kept at least five years."],"primaryCitation":"10A NCAC 13K .0303","citations":["10A NCAC 13K .0303","10A NCAC 13K .0202(a), (b)","10A NCAC 13K .0209(3)","G.S. 131E-202(a)(4)"],"federalCitations":["42 CFR §418.310","42 CFR §418.78(d), (e)"],"surveyorAsks":["Show me your current annual budget.","Show me your statistical records: hours worked by staff and volunteers, referrals, admissions, discharges, diagnoses and service location."],"forms":[{"ref":"NC-HSP-GOV-07-A","title":"Monthly Statistical Record"}],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (10A NCAC 13K .0303)","5. Annual Budget","6. Statistical Records","6.1 Checking the data","7. Hospice Within a Larger Organization","8. Reports to the Department and to CMS","9. Responsibilities","10. Records and Compliance Monitoring","11. Staff Training","12. References","13. Related Policies and Forms","14. Approval","15. Revision History"],"version":"1.0","sample":false,"pack":"nc-hospice","state":"North Carolina","service":"Hospice","guides":[{"path":"/guides/hospice-policies/","h1":"What policies are required for hospice?"},{"path":"/guides/hospice-conditions-of-participation/","h1":"Hospice Conditions of Participation: which policies each one needs"}],"agency":{"name":"Sample Agency","legalName":"Sample Agency, LLC","logo":null}}