Cash accounts maintained by the provider should be reconciled every 30 days. 9.003 Does the ICF-IID ensure that the account Ledger must include the individuals' transaction records/ledgers include the signature, initials or mark unless the IP following; indicates otherwise. The name of the individual Ledger must include the staff signature The source, amount, and date of all or initials unless funds are electronically funds received managed.. The purpose, amount, recipient, and If initials are used, a legend must be date of all funds withdrawn available to know which staff person initialed the ledger. Individual or staff signatures for withdrawals and deposits The electronic system must have a way 5123:2-2-07 to identify the staff to whom money was given for use on behalf of an individual. 9.004 Is there evidence that the individual is able to Does the room include individual’s purchase items, goods, and services of his/her personal items, decorations? Is there preference? evidence that individual has what they 5123:2-2-07 want/need? If the individual is purchasing items typically provided by the licensee (food, clothing, hygiene supplies, adaptive equipment, etc.) does the IP indicate the individual/guardian’s consent to the purchase? 9.005 Did the ICF/IID add any item with a purchase price of $50 or more to the record of personal belongings individual’s at the time of acquisition? 5123:2-2-07 9.006 Did the ICF/IID develop and implement a Includes a system to account for written policy regarding management of and safeguard funds individual funds? Prohibits co-mingling of funds 5213:2-2-07 Prohibits the provider from using one money to person’s supplement another person’s money. Describes how the provider will ensure access to funds and make
Cash accounts maintained by the provider should be reconciled every 30 days. 9.003 Does the ICF-IID ensure that the account transaction records/ledgers include the following; The name of the individual The source, amount, and date of all funds received The purpose, amount, recipient, and date of all funds withdrawn Individual or staff signatures for withdrawals and deposits 5123:2-2-07 Ledger must include the individuals' signature, initials or mark unless the IP indicates otherwise. Ledger must include the staff signature or initials unless funds are electronically managed.. If initials are used, a legend must be available to know which staff person initialed the ledger. The electronic system must have a way to identify the staff to whom money was given for use on behalf of an individual. 9.004 Is there evidence that the individual is able to purchase items, goods, and services of his/her preference? 5123:2-2-07 Does the individual’s room include personal items, decorations? Is there evidence that individual has what they want/need? If the individual is purchasing items typically provided by the licensee (food, clothing, hygiene supplies, adaptive equipment, etc.) does the IP indicate the individual/guardian’s consent to the purchase? 9.005 Did the ICF/IID add any item with a purchase price of $50 or more to the individual’s record of personal belongings at the time of acquisition? 5123:2-2-07 9.006 Did the ICF/IID develop and implement a written policy regarding management of individual funds? 5213:2-2-07 Includes a system to account for and safeguard funds Prohibits co-mingling of funds Prohibits the provider from using one person’s money to supplement another person’s money. Describes how the provider will ensure access to funds and make