Client Funds, Property, and Personal Accounts
Protects each client's right to control his or her own money and property. Direct care workers do not hold or manage client money; errands paid for with the client's money are receipted. If the Agency agrees to manage a client's funds or act as representative payee, it follows every requirement of LAC 48:I.5059: written authorization, a written statement of rights and charges, a separate account, signed receipts, quarterly statements, refunds within five business days of notification of discharge, and the rules on burial policies, life insurance and funds after death.
- Policy number
- LA-HC-CR-03
- Version
- 1.0
- Main rule
- LAC 48:I.5059
- Library
- Louisiana home care · 50 policies
- Category
- Client rights
- Sections
- 22
In short
- Clients control their own money. Never borrow, lend, hold or manage a client's money, cards, checks or PIN numbers.
- For an errand in the plan, count the money with the client and fill in the purchase receipt form before you leave.
- Bring back the items, the store receipt and the change on the same visit, and have the client sign the form with you.
- Never become a joint owner, payee or beneficiary of anything of a client's, and never sign a client's name.
- Report any missing money or property, or anyone taking advantage of a client, to your supervisor the same day.
What's inside
22 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (LAC 48:I.5059)
- 5. Assessing the Client's Financial Health
- 6. Errands and Purchases With the Client's Money
- 7. What Staff Never Do
- 8. If the Agency Agrees to Manage a Client's Funds
- 8.1 Written statement and authorization
- 8.2 Representative payee
- 8.3 Separate account, receipts and statements
- 8.4 Joint account agreement
- 8.5 Discharge, death and closing the account
- 9. Property in the Client's Home
- 10. Responsibilities
- 11. Records and Compliance Monitoring
- 12. Staff Training
- 13. References
- 14. Related Policies and Forms
- 15. Approval
- 16. Revision History
An inspector may ask
- Do you manage any client's money? Show me the written authorization and the last quarterly statement.
- Show me the receipts for purchases made with this client's money. Who signed them?
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