{"ref":"TX-FIN-01","title":"Financial Solvency and Business Records","category":"Business","summary":"The Agency keeps itself financially able to meet its obligations to clients, staff, and creditors, maintains the business and financial records that show this, and makes them available to HHSC on request.","inShort":["Never mix agency money with your own money.","Do not hold or manage a client’s money or property unless the client’s service agreement says you may.","Keep business records private. Do not share pay, billing, or agency financial papers with anyone outside the office.","If a state surveyor asks for business or financial records, send them to Pat Sample, who provides them."],"primaryCitation":"26 TAC §558.252","citations":["26 TAC §558.252","26 TAC §558.242","26 TAC §558.243","26 TAC §558.291","26 TAC §558.507","Tex. Health & Safety Code ch. 142","Tex. Labor Code ch. 406"],"federalCitations":[],"surveyorAsks":["Show me your most recent balance sheet and income statement, and who reviewed them.","Where are your license, ownership documents, and current insurance certificates kept?"],"forms":[],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (26 TAC §558.252)","5. Procedure","6. Responsibilities","6.1 Staff Training","7. Records","7.1 Compliance Monitoring","8. References","9. Related Documents","10. Approval","11. Revision History"],"version":"1.1","sample":false,"pack":"tx-pas","state":"Texas","service":"Home care","guides":[{"path":"/guides/home-care-agency-policies/","h1":"What policies does a home care agency need?"}],"agency":{"name":"Sample Home Care Agency","legalName":"Sample Home Care Agency, LLC","logo":null}}