Health inspection·August 19, 2024

F 0569 Notify each resident of certain balances and convey resident funds upon discharge, eviction, or death. Level of Harm - Minimal harm or potential for actual harm **NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on interview and record review, the facility failed to provide a refund, and a final accounting of the resident's funds deposited with the facility within 30 days of the resident's discharge, for 1 of 3 residents sampled for personal funds, (#1). Residents Affected - Few Resident #1 was admitted to the facility on [DATE] and discharged from the facility to the community on 6/27/24. Review of the facility's admission Agreement signed by resident #1's financial power of attorney on 1/13/22 revealed the facility would refund any deposits held by them within thirty days from the resident's date of discharge. Review of the facility's Policy and Procedure Manual in the section regarding Resident Personal Funds, issued 4/01/22 and revised 1/01/24, under the Procedure section item 6. Within thirty (30) days of a resident's discharge or death, the facility will refund the resident's personal funds and provide a final accounting of those funds to the resident, the resident's representative or to the resident's estate, as applicable. In a telephone interview on 8/19/24 at 8:31 AM, resident #1's financial power of attorney said she had received one refund check for $3,266 from the facility since resident #1's discharge over 30 days after resident #1's discharge. She said she was told the facility held funds and there was still an outstanding refund of $813.00 due. The financial power of attorney said she had requested an itemized statement of how resident #1's funds had been disbursed since resident #1's original admission on [DATE] but had yet to receive the statement. On 08/19/24 at 12:41 PM, the Business Office Manager she said she believed resident #1's financial power of attorney was still owed $813.00. She verified the resident was discharged from the facility 06/27/2024. The Business Office Manager explained the money was overdue by 23 days beyond the 30 days from Resident #1's facility discharge. In a telephone interview on 8/19/24 at approximately 12:45 PM, the Accounts Receivable Specialist of the facility's contracted Accounting Group verified Resident #1 was discharged on 6/27/24. She verified the facility owed Resident #1's financial power of attorney a refund from Resident #1's facility held account related to July 2024 and August 2024. She said it usually took about 30 days to provide a refund from a resident's date of discharge. She verified the refund was currently late over 30 days since resident #1's discharge and a full refund had not yet been issued to resident #1's financial power of attorney. She said she would contact her colleague in Accounts Payable who had the Page 1 of 2 105431 105431 08/19/2024 Courtyards of Orlando Care Center and Rehab 1900 Mercy Drive Orlando, FL 32808

F 0569 Level of Harm - Minimal harm or potential for actual harm Residents Affected - Few authority and ability to issue checks to have a refund check cut that day and mailed to resident #1's financial power of attorney. On 8/19/24 at 1:20 PM, the Business Office Manager, with the Director of Nursing and Administrator present, provided a document titled Resident Statement Landscape related to the facility held bank account and pointed to the line dated 7/01/24 that showed a balance of $818.02. The next line dated 7/03/24 indicated resident #1's Social Security funds of $1,212.00 had been credited to the account. The total was then $2,030.02. Also, on 7/03/24 a line item indicated, CARE COST AUTO WDL (withdrawal), with a debit of $813.00 which the Business Office Manager said indicated what the facility charged to provide care. She verified resident #1 was no longer at the facility at that time, but the facility still received resident #1's Social Security money on 7/03/24 and had an automated withdrawal regarding facility care that was not provided. The total was $1, 217.02. There was a credit adjustment on 07/25/2024 of $2,049.55 which the Business Office Manager said related to a bank account balance that had been transferred from one bank to another when a change in resident fund banks had been made earlier in the year. The total of $3,266.60 was provided by check to resident #1's financial power of attorney later than 30 days after resident #1 was discharged . The Business Office Manager could not explain why she could only see that $813.00 from July 2024 was still due to Resident's #1's financial power of attorney which was less than the refund amount confirmed by the facility's contracted Accounts Receivable Specialist. On 8/19/24 at 3:12 PM, the facility's contracted Accounts Receivable Specialist said resident #1's facility held account did not get closed soon enough after Resident #1's discharge which caused resident #1's July 2024 Social Security funds to be deposited into the account. She explained there was a further delay by the facility in closing resident #1's facility held account, and resident #1's Social Security funds related to August 2024 were also received. The Accounts Receivable Specialist said these deposits should not have happened. 105431 Page 2 of 2