Keeping Good Records of All Financial Transactions and Confidential Personal Records of Each Resident

It is important to protect the privacy of each resident and to keep their records in a secure place. Care must be taken to share details of their life only with those who have a need to know.

Not only medical records but actual resident prescriptions and other medications should be kept under lock and key.

The Home must also maintain good financial records of all transactions. Governmental agencies will want to audit financial activity. This will also preserve the integrity of the Home’s tax exempt status.

The accountant must pay all bills from the Home treasury: Invoice the state for monthly payments for residents, pay salaries of staff and Workman’s Comp, form 990, etc. An accountant—paid or volunteer—is important to insure accurate bookkeeping.

Any complaints by authorities against the Home must be noted, corrected, and documented.