Skip to content

Client Property, Money, Gifts, and Claims for Theft or Damage

Protects clients' money and belongings: what staff may and may not do with client property and funds, how errands and purchases with a client's money are handled and receipted, the liability insurance and written theft or damage claim instructions the Agency keeps, and how a suspected theft or a claim for loss is handled.

Preview: full text with a package
About this policy
Policy number
OH-HC-ETH-02
Version
1.0
Main rule
OAC 173-39-02(A)(5)
Library
Ohio home care · 49 policies
Category
Ethics
Sections
17

In short

  • Never use a client's card or PIN, and never be named on a client's bank account.
  • For errands, count the client's cash together before you go, and bring back the receipt and the change. Fill in the errand record.
  • Do not use a client's things, food or drink without permission.
  • If something seems to be missing, tell your supervisor right away.
  • Clients get written instructions on how to claim for theft or damage.

What's inside

17 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 (OAC 173-39-02(A)(5))
  • 5. What Staff May and May Not Do
  • 6. Errands and Purchases
  • 7. Keys, Codes and Valuables
  • 8. Insurance and Claims for Theft or Damage
  • 9. Suspected Theft or Exploitation
  • 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

  • Show me your insurance coverage for clients' losses due to theft or property damage.
  • What written instructions do you give a client who wants to claim for a loss?

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.