Utah Admin. Code R432-750-28 - Safeguards for Patients Funds and Valuables

(1) The licensee shall safeguard patient cash resources, personal property, and valuables that have been entrusted to the licensee or hospice staff.
(2)
(a) The licensee may handle the patient's cash resources or valuables.
(b) If the licensee accepts a patient's cash resources or valuables, the licensee shall safeguard the patient's cash resources in accordance with the following:
(i) any money entrusted with the facility in a patient account over $150 is deposited in an interest-bearing account in a local financial institution within five days of receipt;
(ii) each account is current with columns for debits, credits, and balance;
(iii) each record of patient funds, and other valuables entrusted to the licensee for safekeeping, shall include a copy of the receipt furnished for funds received;
(iv) each record of patient funds that is maintained as a drawing account shall include a control account for each receipt and expenditure, an account for each patient, and supporting receipts filed in chronological order;
(v) the licensee or staff member may not use patient funds or valuables as their own or mingle them with own;
(vi) the licensee shall ensure patient funds and valuables are separate, intact, and free from any liability that the licensee incurs in the use of the patient's funds or the institution's funds and valuables; and
(vii) the licensee shall maintain accurate records of patient funds and valuables entrusted to the licensee.
(3) The licensee shall maintain a separate account for patient funds specific to that hospice inpatient facility and may not commingle with patient funds from another hospice inpatient facility.
(4)
(a) The licensee shall return any money and valuables entrusted to the license on the day of discharge.
(b) The licensee shall make any money and valuables maintained in an interest-bearing account available to the patient within three working days.
(5) The licensee shall surrender the patient's money and valuables entrusted to the licensee to the responsible individuals or the hospice administrator of the estate within 30 days following the death of a patient, except in a case under investigation by the medical examiner.

Notes

Utah Admin. Code R432-750-28
Amended by Utah State Bulletin Number 2023-10, effective 5/5/2023 Amended by Utah State Bulletin Number 2025-05, effective 2/18/2025

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