State Residential Care and Assisted Living Policy: 2004. TABLE 2-4. Requirements for Resident Agreements

03/31/2005

TABLE 2-4. Requirements for Resident Agreements
    AL     AK     AZ     AR     CA     CT     CO     DE     FL     GA     HI     ID     IL     IN     IA     KS     KY  
Services included in the basic rate X X X X X X X X X X X X X X X X X
Cost of the basic service package X X X X X   X X X X X   X X X   X
Accommodations included   X             X                
Terms of occupancy   X X X   X   X         X       X
Period covered X     X             X   X        
Services beyond basic rate X   X X X     X X X X   X X X   X
Cost of additional services X     X X X   X X X     X   X    
Services not available/not covered             X X X                
Temporary absence policy     X       X X X       X        
Payment/billing provisions       X X X   X         X   X    
Statement of resident's rights   X       X X X X       X       X
Admission/discharge criteria           X X   X       X X X   X
Refund policy X X X X X   X   X     X X       X
Provisions for changing rates     X X X X   X X       X X     X
Termination provisions X X X X X             X X       X
Purpose of deposits/advance payments   X         X   X                
Grievance process     X     X X X X       X   X   X
Other X X   X X   X X X X   X X   X X X
  LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND
Services included in the basic rate X X X X X X X X X X X X X X X X  
Cost of the basic service package X X X X X X X X X X X X X X X X X
Accommodations included   X   X           X   X     X X X
Terms of occupancy     X X X         X           X  
Period covered       X     X                 X  
Services beyond basic rate X     X   X X X     X X     X    
Cost of additional services X X   X   X X X     X X X        
Services not available/not covered     X X X         X                
Temporary absence policy     X               X   X X      
Payment/billing provisions X   X X X X     X X X     X X   X
Statement of resident's rights   X X X X       X       X     X  
Admission/discharge criteria X X X X X X X   X       X X   X X
Refund policy   X X X X   X   X   X       X X X
Provisions for changing rates X X X     X X   X         X X   X
Termination provisions       X           X   X     X   X
Purpose of deposits/advance payments   X             X     X          
Grievance process   X X X   X     X           X X  
Other X   X X X     X X     X X X X X  
  OH OK OR PA RI SC SD TN TX UT VA VT WA WV WI WY  
Services included in the basic rate X X X X   X X X X X X X X X X X  
Cost of the basic service package X   X X     X X X X X X X X X X  
Accommodations included             X       X X          
Terms of occupancy X X X   X             X   X      
Period covered X X X                 X          
Services beyond basic rate     X       X     X   X X   X    
Cost of additional services     X X     X     X   X X X X X  
Services not available/not covered     X                 X          
Temporary absence policy       X     X         X X   X X  
Payment/billing provisions X   X X             X X       X  
Statement of resident's rights X   X X X X     X     X   X      
Admission/discharge criteria X X X   X X   X X X   X   X   X  
Refund policy X   X X         X X X X   X   X  
Provisions for changing rates     X X   X       X X     X X    
Termination provisions X X X X           X   X   X   X  
Purpose of deposits/advance payments     X               X            
Grievance process   X X   X X X                 X  
Other   X   X X   X   X X X   X X X    
STATE NOTES:
AL: A statement that the facility is not staffed to provide skilled nursing or care for residents with severe cognitive impairments.
AK: Duties and obligations of the resident.
AR: Health care services available through home health agencies; parameters for pets; policy on acceptance of responsibility for personal funds and valuables; responsibility for medication; a copy of facility rules; and provisions for emergency transfers.
CA: A monthly statement of services and charges; a statement acknowledging the acceptance or refusal to purchase the additional services shall be signed and dated by the resident or the resident's representative and attached to the admission agreement; an explanation of the use of third-party services within the facility that are related to the resident's service plan, including, but not limited to, ancillary, health, and medical services, how they may be arranged, accessed, and monitored, any restrictions on third-party services, and who is financially responsible for the third-party services; the facility's policy concerning family visits and other communication with residents; refund policy; conditions under which the agreement may be terminated; and an explanation of the resident's right to notice prior to an involuntary transfer, discharge, or eviction, the process by which the resident may appeal the decision and a description of the relocation assistance offered by the facility.
CO: Transportation services; therapeutic diets; and whether the facility will be responsible for providing bed and linens, furnishing and supplies. There must also be written evidence that the facility has disclosed the policies and procedures (admissions; discharges; emergency plan and fire escape procedures; illness, injury or death; smoking; management of residents' funds; investigation of abuse and neglect allegations; and restrictive egress devices); method of determining staffing levels and the extent to which certified or licensed health professionals are available on-site; whether the facility has an automatic sprinkler systems; if the facility uses restrictive egress alert devices and the types of individual behaviors exhibited by persons needing such devices.
DE: Transfer procedures, security, staff's right to enter a resident's room, resident rights and obligations, temporary absence policy, interim service arrangement during an emergency, obligations of the facility, and a listing of the resident's personal belongings. The financial areas include the party responsible for handling finances, obtaining equipment and supplies, arranging services not covered by the contract, disposing of belongings.
FL: Statement of any religious affiliation; notice of transfer if the facility is not able to serve the resident.
GA: Copy of house rules; provisions for ongoing resident assessments; provisions for transportation services; authorization to release medical records.
ID: Whether or not the resident is responsible for his or her own medications; statement regarding managing personal funds; conditions for emergency transfers; permission to transfer information.
IL: Statement of the annual licensing on-site review process; statement that Medicaid is not available for payment of services; description of the process for terminating or modifying the contract; the admission, risk management, and termination procedures; and policy concerning notification of relatives of changes in the resident's condition.
IA: Statement regarding the impact of the fee structure on third-party payments and whether they are accepted; emergency response policy; staffing policy and whether staff are available 24 hours a day; whether nurse delegation will be used and staffing will be adapted to meet changing needs.
KS: Negotiated service agreement; provider of services; agreement supports individual dignity, choice, privacy, etc.; addresses services refused by resident and resident's acceptance of risk.
KY: Assisted living residences: 30-day notice of move-out for non-payment, assistance finding appropriate housing, other community rights, practices and procedures, policy concerning the ability to contract directly with outside agents, professionals, providers, or other individuals.
LA: Authority of the licensing agency to review records; responsibilities for overseeing medical care; purchasing supplies and equipment. Must allow review by an attorney.
MD: Includes a clear and complete reflection of commitments and actual practices; level of care for which the facility is licensed; obligations of all parties for arranging for medical care and other provisions (see summary).
MA: Sponsor's covenant to comply with applicable laws; reasonable rules for staff, management, and resident behavior, and limits on what the residence will as well as policy on self-administration of medication.
MI: AFC: Assurance of provision of care, supervision, and protection; agreement to provide necessary intake information and current health appraisal; statement of how funds and valuables are handled; statement that the home is licensed to provide care.
MO: Right to make treatment decisions; provisions in a medical emergency; state laws relating to advance directives.
MT: Availability of skilled nursing and other professional services from third-party payers; specific assistance available with ADLs.
NE: Included in the terms of occupancy requirement.
NH: Notification required for involuntary and emergency transfer.
NJ: Some information is provided during admission interviews.
NY: Includes a list of services, material, equipment required by law; guarantee that supplemental services are made at the resident's option; offer to manage funds received from public sources; statement that the resident will provide a signed medical statement and inform operator of changes in health conditions, status, or medications.
NC: Policy on smoking, alcohol consumption, and visitation.
OH: A statement is included about discharge of residents when skilled nursing needs exceed their capacity.
OK: Conformity with state law.
PA: Amount of personal needs allowance; method of payment for long distance calls; financial management arrangements; explanation of annual screening and medical evaluation requirements.
RI: Also includes shared space and facilities, special care provisions, resident responsibilities and house rules, and evaluation and service plan. A general provision called financial terms would cover cost of services, additional charges, and refunds.
SD: Policies for protection of personal funds; list of names, addresses, and numbers of client advocates; how to contact the resident's physician; how to apply for Medicare/Medicaid.
TN: Information on the cost of services is provided to residents but it is not part of the agreement. The agreement includes the procedure for handling transfers and discharges.
TX: See summary. Some provisions are part of the disclosure requirement or part of the written policies of the facility.
UT: Notice that the state has the authority to examine resident records.
VT: See state summary.
VA: Stipulation about the transfer of ownership of any property, real estate, or money to the facility; description of the type of staff, services available and the hours of service.
WA: Rules of operation.
WV: 1. Personal care homes: house rules; how emergencies are addressed; arrangement for transportation; procurement and payment for medications; storage and administration of medications. 2. Residential board and care homes: how health care will be provided; provide copies of all inspection reports; how to access activities and assurances that the home offers services to meet identified needs. 3. Residential care communities: procurement and payment for medications; storage and administration of medications; assurance that the resident is not liable for undisclosed costs; assurance that the individual's needs will be met.
WI: 1. CBRFs: bed hold fee. 2. RCAC: Some of the requirements are posted and others are included in a service agreement. Activity and social connections the resident will be assisted in maintaining.
WY: Managers are required to establish policies in the specified areas that are available to residents and staff on items that are normally specified in resident agreements.

 

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