Skip to content

Budgeting, Accounting, Institutional Planning, and the Annual Utilization Report

Puts the governing body in charge of the Agency’s management and fiscal affairs, requires the Administrator to run an effective budgeting and accounting system, sets out the annual plan and budget (with the federal capital expenditure plan if the Agency is Medicare-certified), and makes sure the verified annual report for the preceding calendar year is filed on or before March 15 each year.

Preview: full text with a package
About this policy
Policy number
CA-HH-BUS-01
Version
1.0
Main rule
22 CCR §74718(a)(6)
Library
California home health · 58 policies
Category
Business
Sections
16

In short

  • The governing body approves the Agency’s budget every year and watches the finances at each meeting.
  • The Agency files a yearly report with the state on or before March 15. Accurate visit records help make it right.
  • Never hold, borrow, or manage a patient’s money.
  • If you see a spending or payment problem, tell the Administrator.

What's inside

16 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (22 CCR §74718(a)(6))
  • 5. Annual Plan and Budget
  • 6. Accounting System and Controls
  • 7. Monitoring During the Year
  • 8. Annual Report
  • 9. Responsibilities
  • 10. Records and Compliance Monitoring
  • 11. Staff Training
  • 12. References
  • 13. Related Policies and Forms
  • 14. Approval
  • 15. Revision History

An inspector may ask

  • Show me this year’s budget and the minutes where the governing body approved it.
  • Who keeps the books, and how does the governing body monitor finances during the year?

See Cura Core with your agency's name on it.

Choose your state and type of agency, buy your Policy Pack online and get your sign-in by email. Already a customer? Sign in to your portal.

Get startedSign in