Medical, Dental & Pharmacy

Long-Term Care (LTC)

Long-term care facilities (LTCFs) provide medical and supportive services for residents who meet both of the following criteria:

  1. Have lost some capacity for self-care due to chronic illness or condition
  2. Are expected to need care for a temporary or prolonged period of time

Utilization Control

Physician Certification

A physician must certify the need for a certified nursing facility or certified boarding care facility. A DHS-1503 form must be completed in all of the following instances:

  1. Upon initial admission or upon readmission following discharge
  2. When a member transfers from one nursing facility to another
  3. When a member transfers within a nursing facility from one level of care to another
  4. When a member returns from an unauthorized leave exceeding 24 hours
  5. When a member returns from hospitalization, if his/her level of care changes

Telephone orders cannot be used for physician certification purposes. Written orders signed and dated by a physician are permissible for this purpose, or a physician may sign and date the DHS-1503 form.

The DHS-1503 form must be completed by the facility within 30 days prior to the admission date, or on the date of admission. Payment will begin on the date the physician signs and dates orders for admission or the DHS-1503, or the actual admission date, whichever is later.

Physician Visits for Nursing Facility and Boarding Care Members

Under State rule, a resident must have a current admission medical history and complete physical examination performed and recorded by a physician, physician assistant, or nurse practitioner within five days before or within seven days after admission. After the admitting examination, the physician must see the resident at least every 30 days for the first 90 days after admission and then whenever medically necessary. A physician visit is considered timely if it occurs within 10 days after the date the visit was required.

When a member on a 60-day schedule of visits is transferred to a hospital and returns to the same nursing facility, it is not necessary to begin a new 30-day schedule of visits for 90 days. The next required routine physician visit would occur 60 days after the member returns from the hospital.

At the discretion of the physician, and in accordance with facility policy, required visits after the initial visit may alternate between personal visits by the physician and visits by a physician assistant (PA), certified nurse practitioner (CNP), or Clinical Nurse Specialist (CNS). The PA, CNP, or CNS must not be an employee of the nursing facility.

Residents who would otherwise be on a 60-day visit schedule, but refuse to see their physician this often, may waive this requirement. Under State law, physicians must see nursing home residents at least every six months and boarding care home residents at least once per year. Each refusal must be documented in the member’s medical record and signed by the resident and the physician.

Discharge and Transfer

When a resident is discharged, he/she is terminated from a residential treatment period of care through the formal release or death of the resident. The record must contain a discharge summary signed by a physician, and the facility must notify the county. Payment is not made for reserving a bed after discharge. If the resident returns to the facility, all admission record requirements must be completed.

When a resident is transferred, he/she is temporarily placed into an inpatient hospital (not including regional treatment centers or other LTCFs) and the facility holds the bed for the resident. The medical record must indicate the resident was absent from the facility and, upon return, must be updated with any changes. A transfer does not prohibit a facility from thinning the medical record.

In addition, any transfer, discharge, or relocation of residents must comply with all applicable Federal or State laws, including the State Resident Relocation law, found in MN Stat. sec. 144A.161.

Same Day Transfers

When a member is transferred from one facility to another facility before midnight of the same day, the condition code of 40 must be assigned to the claim or the claim will be denied.

The original provider must bill as follows:

  1. Indicate “0” in Covered Days;
  2. Insert condition code 40 to indicate the member was transferred from one participating provider to another before midnight on the day of admission; and
  3. Ensure that the admission date and statement “from” and “through” dates are the same.

Resident Classification

The case mix system utilized for Minnesota nursing facilities (NFs) certified for Medical Assistance (Medicaid) is based on the Federally required minimum data set (MDS), version 3.0. The RUGS-III, 34-group model was modified to 36 groupings and used to establish Minnesota case mix classifications. These case mix classifications, in part, determine the per diem (daily) rates for residents residing in Minnesota NFs.

The facility must conduct the following resident assessments in accordance with the most current CMS guidelines, and use them in determining a resident’s case mix classification for reimbursement purposes:

  1. Admission assessment
  2. Annual assessment
  3. Significant change assessment
  4. Quarterly assessments
  5. Significant correction to prior comprehensive assessment
  6. Significant correction to prior quarterly assessment

NFs conduct the MDS assessment on each resident and transmit that data to the Minnesota Department of Health (MDH). MDH then determines the resident’s case mix classification based on the MDS data and notifies the facility, who in turn notifies the resident. MDH also transmits this data to the Minnesota Department of Human Services (DHS), for use in determining the facility’s reimbursement (per diem) rates. MDH also conducts regular audits of the MDS data submitted by NFs to ensure the data are accurate. Audits conducted by MDH may result in changes to the resident’s case mix classification and therefore the resident’s per diem rate. The nursing facility or the resident may request a reconsideration of the case mix classification from MDH. MDH conducts case mix-related functions on behalf of the Medicaid program under contract to DHS (the Medicaid agency).

MDH sends the case mix file to DHS every Tuesday and it is held so it can be verified and examined before being loaded into Medicaid Management Information System (MMIS). During review, if the case mix file is found to be inaccurate, the file is deleted for that week. DHS will receive no case mix records from MDH until the following week, which would also include any records not received previously.

For more information on Minnesota case-mix for nursing facilities, review MDH’s Minnesota Case Mix Review Program web page.

Request for Reconsideration of Resident Classification

The resident, resident’s representative, or the nursing facility or BCH may request that MDH reconsider the assigned reimbursement classification. Residents or their representatives have the right to review the minimum data set (MDS) and other documentation in the medical record. Facility staff should help explain the assessment process and discuss any MDS items in question. If the resident, resident’s representative, or facility staff wish to pursue reconsideration, the request must be submitted in writing to MDH within 30 days of the day the resident or the resident’s representative receives the resident classification notice.

For additional information about Minnesota case-mix or to request a reconsideration, contact:
Minnesota Department of Human Services
Case Mix Review Section
PO Box 64938
Saint Paul, MN 55164-0938

Phone: 1-651-201-4301
Fax: 1-651-215-9691
Email: Health.FPC-CMR@state.mn.us

Penalty for Late or Non-Submission of Resident Assessment

A facility that fails to complete or submit an assessment for a case-mix classification within seven days of the time required is subject to a reduced rate for that resident. The reduced rate will be the lowest rate for that facility. The reduced rate is effective on the day of admission for new admission assessments, or on the day that the assessment was due, for all other assessments. The reduced rate continues in effect until the first day of the month following the date of submission of the resident’s assessment.

Nursing Assistant Registry

Nursing Assistant Training and Competency Evaluation

An LTCF may employ an individual working in the facility as a nursing assistant for more than four months, if the individual:

  1. Is a permanent employee, competent to provide nursing and nursing-related services; and
  2. Has successfully completed an approved training and competency evaluation program or a competency evaluation program approved by the State; or
  3. Has been deemed or determined competent as provided by MDH.

An LTCF may employ an individual working in the facility as a nursing assistant for less than four months, if the individual meets one of the following:

  1. Is a permanent employee enrolled in an approved training and competency evaluation program
  2. Has demonstrated competence through satisfactory participation in a State-approved training and competency evaluation program or competency evaluation
  3. Has been deemed or determined competent as provided by the MDH

An LTCF may employ a non-permanent (temporary or contract) employee working in the facility as a nursing assistant, if the individual:

  1. Is competent to provide nursing and nursing-related services; and
  2. Has successfully completed a training and competency evaluation program or a competency evaluation program approved by the State.

Nursing facilities may employ an individual to work as a nursing assistant if the individual meets any of the requirements outlined above, but the facility must also seek and obtain a copy of the Nursing Assistant Registry verification for the permanent employment file. In the case of non-permanent (temporary or contract) staff, the nursing facility remains the responsible party to ensure that staff employed in their facility meet all requirements.

Information in Registry

The Nursing Assistant Registry includes substantiated findings of resident abuse, neglect, or misappropriation of resident property involving an individual listed in the Registry. It may also include a brief statement by the individual disputing the findings.

Contacting the Registry

When the Nursing Assistant Registry is contacted by telephone, the LTCF will receive immediate verbal verification of the individual’s status on the Registry. If the nursing assistant is active on the Registry, the facility can request an inquiry letter be mailed or faxed verifying the nursing assistant’s status. The facility will be instructed to speak to a Registry representative if the nursing assistant is inactive, not on the Registry, or has abuse allegations or findings on record.

Contact the Registry at:
Minnesota Department of Health
Nursing Assistant Registry
85 East 7th Place, Ste 300
PO Box 64501
Saint Paul, MN 55164-0501

Phone: 1-651-215-8705 or 1-800-397-6124 (toll free)
Email: Health.FPC-NAR@state.mn.us

Information on Nurse Aide Reimbursement

For questions related to nurse aide reimbursement policies, contact:
Long Term Care Policy Center
Phone: 1-651-431-2282
Email: DHS.LTCpolicycenter@state.mn.us

Preadmission Screening (PAS) Under State and Federal Statutes

Minnesota Statutes and Federal law require that all individuals entering a Medical Assistance (Medicaid)-certified nursing facility, hospital Swing Bed, or certified boarding care facility receive PAS, regardless of the length of stay or payer source for facility services.

The purpose of the PAS process is to avoid unnecessary facility admissions by identifying individuals whose needs might be met in the community and who can be connected with community-based services. PAS helps determine and document the need for certified nursing facility, hospital Swing Bed, or certified boarding care facility services in Medicaid Management Information System (MMIS) for the purpose of Medical Assistance (Medicaid) payment for services and to provide assistance after facility admission to support the transition back to community life. PAS also serves to screen people for mental illness or developmental disabilities (OBRA Level I). The screening is completed to identify and refer individuals to other professionals for additional diagnosis and evaluation (OBRA Level II) of the need for specialized mental health or developmental disability services as required under Federal law.

The Senior LinkAge Line® is responsible to perform PAS for all individuals except those enrolled in the following Minnesota Health Care Programs (MHCP):

  1. Minnesota Senior Health Options (MSHO)
  2. Minnesota Senior Care Plus (MSC+)
  3. Special Needs BasicCare (SNBC)

All PAS referrals must be submitted online by a qualified health care professional at www.mnaging.org. The qualified health care professional must have sufficient information to complete the online screening tool. Referrals for PAS should not be sent directly to PrimeWest Health. The Senior LinkAge Line® will retrieve the referral information and forward the PAS request for individuals enrolled in PrimeWest Senior Health Complete (HMO SNP), MSC+, Prime Health Complete (HMO SNP), or SNBC to PrimeWest Health via secure email. This information is forwarded to the local agency for completion of the necessary actions required by State and Federal statutes.

The local agency will use forms and criteria developed by the commissioner to identify individuals who require referral for further evaluation and determination of the need for specialized services. The screener will consult with care transition coordinators, physicians, and/or other personnel deemed necessary to determine the appropriate level of care.

Minnesota Department of Human Services (DHS) Approval Required for All Individuals Age 21 and Under and/or for All Individuals with a Developmental Disability

DHS must approve all admissions for individuals age 21 and under and all admissions of individuals with developmental disabilities, regardless of the exemptions outlined below or responsibilities of the Senior LinkAge Line®/local agency outlined above. DHS approval is required regardless of the source of admission or payer for facility services.

Individuals Under 21 Years of Age

For all individuals under age 21, a face-to-face assessment must occur before admission to a certified nursing facility, hospital Swing Bed, or certified boarding care facility, regardless of expected length of stay or admission source. This requirement is intended to prevent admission of this population whenever possible by developing community-based support and care plans that will meet the individual’s needs in a less restrictive environment.

At the face-to-face assessment, all community alternatives must be explored and presented to the person, his/her family, and/or the person’s representative. If a certified nursing facility, hospital Swing Bed, or certified boarding care facility admission cannot be prevented, the admission must be approved by DHS by calling 1-651-431-2441.

Individuals with a Developmental Disability

All applicants to certified nursing and boarding care facilities, as well as hospital "swing" beds, must be screened prior to admission, regardless of income, assets or funding sources, and except as outlined below. A person who has a diagnosis or possible diagnosis of mental illness or developmental disability must receive a preadmission screening before admission, regardless of the exemptions related to level of care determinations outlined below, to identify the need for further evaluation or specialized services. There is an exception if the admission prior to screening is authorized by the local mental health authority or the local developmental disabilities case manager, or unless authorized by the county agency according to Public Law Number 100-508.

The local agency will use qualified professionals, and forms and criteria developed by the commissioner to identify people who require referral for further evaluation and determination of the need for specialized services.

The local county mental health authority or the state developmental disability authority under Public Law Numbers 100-203 and 101-508 may prohibit admission to a nursing facility if the individual does not meet the nursing facility level of care criteria or needs specialized services as defined in Public Law Numbers 100-203 and 101-508.

Exemptions: Exemptions from the federal requirements for screening people for mental illness or developmental disability (and subsequent referrals for more completed evaluation as needed) are limited to:

  • A person who, having entered an acute care facility from a certified nursing facility, is returning to a certified nursing facility
  • A person transferring from one certified nursing facility in Minnesota to another certified nursing facility in Minnesota
  • Certain hospital discharges when ALL of these conditions are met:
  • The person is entering a certified nursing facility directly from an acute care hospital after receiving acute inpatient care at the hospital
  • The person requires NF services for the same condition for which he or she received care in the hospital
  • The attending physician has certified before admission that the individual is likely to receive less than 30 days of NF services

Exemption from Level of Care Determination and OBRA Level I Screening

There is only one type of certified nursing facility, hospital Swing Bed, or certified boarding care facility admission that is exempt from both level of care determination and OBRA Level I Screening. This exemption is related to qualifying inter-facility transfers and applies regardless of payer source. These types of transfers are exempt because it is assumed that the appropriate PAS occurred at the time of the first facility admission. Facilities are responsible to ensure that documentation of previous OBRA Level I results are forwarded when an individual transfers to another facility. This applies even when an individual transfers to another facility after an acute hospital admission.

 

Qualifying Inter-Facility Transfers

  1. Certified nursing facility, hospital Swing Bed, or certified boarding care facility to another certified nursing facility, hospital Swing Bed, or certified boarding care facility
    A PAS is not required if an individual is transferring from one certified nursing facility, hospital Swing Bed, or certified boarding care facility in Minnesota to another certified nursing facility, hospital Swing Bed, or certified boarding care facility in Minnesota.
  1. Return to certified nursing facility, hospital Swing Bed, or certified boarding care facility after an acute hospital admission
    A PAS is not required if an individual has been transferred from a certified nursing facility, hospital Swing Bed, or certified boarding care facility in Minnesota to an acute (not psychiatric) hospital and then back to the same or another certified nursing facility, hospital Swing Bed, or certified boarding care facility in Minnesota. This exemption applies only if the individual does not return to the community during these transfers. A PAS may be considered valid for up to 60 days prior to admission. If an individual discharges to the community, but the PAS was completed within 60 days of the second admission, a new PAS would not be needed, even if the individual returned to the community.

Exemption from Level of Care Determination Only

In addition to the qualifying inter-facility transfers outlined above, certain individuals are not required to have level of care determinations completed by the Senior LinkAge Line® or PrimeWest Health before admission to a facility. These exemptions are outlined in MN Stat. sec. 256.975, subd. 7b. Unless previously completed, OBRA Level I screening for mental illness, developmental disability, or related conditions and OBRA Level II activity, if indicated, must still be completed for all individuals regardless of the exemptions described below.

  1. Individuals Participating in Certain Home and Community Based Services (HCBS) Programs at the Time of Certified Nursing Facility, Hospital Swing Bed, or Certified Boarding Care Facility Admission
    Establishing the need for certified nursing facility, hospital Swing Bed, or certified boarding care facility level of care is part of the eligibility determination process for waiver programs funded under Medical Assistance (Medicaid) and for the State-funded Alternative Care (AC) program. This exemption from level of care determination applies to the Elderly Waiver (EW) and AC program for individuals age 65 or over and to individuals age 21 or over participating in Community Alternatives for Disabled Individuals (CADI), Community Alternative Care (CAC), or the Brain Injury-Nursing Facility (BI-NF) programs. This does not apply to individuals who receive HCBS under the waiver for people with developmental disabilities (DD Waiver).
    • For individuals who are admitted to the certified nursing facility, hospital Swing Bed, or certified boarding care facility from the community and are being served by the HCBS programs identified above, OBRA Level I screening information completed during the face-to face assessment is forwarded to the admitting certified nursing facility, hospital Swing Bed, or certified boarding care facility by the local agency. Documentation is updated to include verification that the individual continues to meet certified nursing facility, hospital Swing Bed, or certified boarding care facility level of care at the time of admission.
    • For individuals who are admitted to the certified nursing facility, hospital Swing Bed, or certified boarding care facility from a health care setting (hospital or clinic) and are being served by the HCBS programs identified above, an online PAS request should be submitted to www.mnaging.org. The request will be forwarded via secure email to the lead agency for completion of appropriate activities.
  1. Individuals who have been determined to have certified nursing facility, hospital Swing Bed, or certified boarding care facility services paid for indefinitely by the Veterans Administration (VA)
    These individuals are exempt from PAS requirements related to level of care determinations, but must still have OBRA Level I screening completed since they are not exempt under Federal requirements for screening for mental illness, developmental disabilities, or related conditions. The PAS request must be completed online at www.mnaging.org.

Preadmission Screening (PAS) and Medical Assistance (Medicaid) Reimbursement

Medical Assistance (Medicaid) reimbursement for certified nursing facilities, hospital Swing Beds, or certified boarding care facilities shall be authorized for a PrimeWest Health member only if a PAS has been conducted prior to admission or the local county agency has authorized an exemption. PrimeWest Health reimbursement for certified nursing facilities, hospital Swing Beds, or certified boarding care facilities shall not be provided for any member whom the local screener has determined does not meet the level of care criteria for certified nursing facilities, hospital Swing Beds, or certified boarding care facilities placement or, if indicated, has not had an evaluation completed unless an admission for a member with mental illness is approved by the local mental health authority or an admission for a member with mental disability or related condition is approved by the State mental disability authority.

The certified nursing facility, hospital Swing Bed, or certified boarding care facility shall not bill a person who is not a PrimeWest Health member for resident days that preceded the date of completion of screening activities as required under State and Federal law. The certified nursing facility, hospital Swing Bed, or certified boarding care facility must include an un-reimbursed resident day in the certified nursing facility, hospital Swing Bed, or certified boarding care facility resident day totals reported to DHS.

Emergency Admissions

An emergency admission, as defined in MN Stat. sec. 256.975, subd. 7b, to a certified nursing facility, hospital Swing Bed, or certified boarding care facility prior to screening is permitted when a person is admitted from the community to a certified nursing facility, hospital Swing Bed, or certified boarding care facility during Senior LinkAge Line® non-working hours when all of the following apply:

  1. The physician has determined that delaying admission until the PAS is completed would adversely affect the person’s health and safety
  2. There is a recent precipitating event that no longer enables the person to live safely in the community, such as sustaining an injury, sudden onset of acute illness, or a caregiver is unable to continue to provide care
  3. The attending physician must authorize the emergency placement and document the reason that emergency placement is recommended

The Senior LinkAge Line® must be contacted on the first working day following the emergency admission. However, PAS referrals can be made online 24 hours a day, including holidays. The Senior LinkAge Line® will retrieve the form on the next working day.

Transfer of a patient from an acute care hospital to an NF is not considered an emergency except for a person who has received hospital services in the following situations: hospital admission for observation (i.e., stabilization of medications) or care in an emergency room without hospital admission. The admission date will be used as the screening date for qualified emergency admissions when the above criteria are met. If these criteria are not met, the date of the actual screening will be used.

PAS Statutory Timeline Summary

The information below provides a brief chart for use as a quick reference of tools and timelines for PAS activities.

Type of Admission

Timeline

Admission from an acute hospital

Before admission for all admissions regardless of length of stay or payer source.

Emergency admissions

First business day after an admission that meets criteria as an emergency admission. An “emergency” admission is defined, in part, as occurring during non-working hours.

Admission from the community

Before admission for all admissions from the community. An online screening is only permitted when a health care professional (e.g., a physician or clinic nurse) is seeking admission and completes the online PAS referral with all required information.

NF Level of Care Waiver or Alternative Care program participants

PAS is not required to admit a person who has been receiving services in the community under EW, AC, CADI, BI-NF, or CAC waiver programs up to the date of admission and who continues to meet NF LOC. However, OBRA Level I must be completed for all people and forwarded to the admitting facility by the lead agency managing the HCBS services. OBRA Level II requirements must also be met for all admissions.

All people under age 65

Face-to-face visit within 40 working days of admission for people ages 21 – 64 if an online screening was used to admit.

All people with developmental disabilities

DHS must approve admission and length of stay.

All people under age 21

DHS must approve admission and length of stay before admission.

Admission from a Regional Treatment Center (RTC)

Before any admission from a Regional Treatment Center (RTC)

If a person received the PAS either online or through a face-to-face assessment, that PAS is valid for 60 calendar days. Sometimes, a person’s admission is delayed after the PAS is completed and documented in MMIS. If the screener determined NF level of care was needed, OBRA Level I was completed, and the screening document was entered, re-screening is not needed if the date of nursing facility admission occurs within 60 calendar days of the PAS. Nursing facilities may contact the Senior LinkAge Line® to receive a copy of the PAS. If the individual is on a home and community based waiver or alternative care, the nursing facility should contact the county to obtain a copy.

County Responsibility

PrimeWest Health serves as the entry point for all PAS referrals from the Senior LinkAge Line® for individuals enrolled in PrimeWest Senior Health Complete, MSC+, Prime Health Complete, and SNBC. PrimeWest Health has contracted completion of our PAS activities to our county partners. The Senior LinkAge Line® will coordinate with the counties directly for PrimeWest Health members. All PAS referrals must be completed online at www.mnaging.org.

  1. If the county staff is unable to determine the need for nursing facility level of care or complete the OBRA Level I based on the information provided via online referral, a face-to-face assessment must be completed in order to determine the need for nursing facility level of care and complete OBRA Level I. The face-to-face assessment must be completed within 20 calendar days of the initial request for screening and prior to admission.
  2. Face-to-face Long-Term Care Consultation (LTCC) visits are required for all individuals under age 65, regardless of program eligibility or participation, either before admission or within 40 days of admission if the person was admitted via online PAS screening.
  3. In most circumstances, the county of location is responsible to provide assessment and support planning services. The county case manager is responsible for providing the assessment and support planning services to individuals age 65 and over and enrolled in PrimeWest Senior Health Complete or MSC+. County staff will coordinate to complete the screening and assessment activities, including coordination with other counties or local agencies when indicated.
  4. DHS must approve all admissions for individuals under 21 years of age and individuals with developmental disabilities. The county staff will assure that the face-to-face requirement and exploration of community alternatives are explored and presented for individuals under 21 years of age. County staff will complete the required tasks for admission of an individual with a development disability.
  5. County staff will forward a copy of the most recent OBRA Level 1 screening form to the facility when an individual participating in one of the HCBS programs listed is admitted to a certified nursing facility, hospital Swing Bed, or certified boarding care facility.
  6. County staff are responsible for all OBRA Level I and II activities.
  7. County staff will complete required entry into MMIS in the Long Term Care Screening Document sub-system to ensure payment to the certified nursing facility, hospital Swing Bed, or certified boarding care facility and document the person’s admission. Staff must enter this information into MMIS in a timely manner to verify that PAS requirements have been met.

Certified Nursing Facility, Hospital Swing Bed, or Certified Boarding Care Facility Responsibility

Certified nursing facilities’ responsibilities under the PAS program include the following:

  1. Determining if the applicant has been screened
  2. Informing applicants of PAS program requirements and background
  3. Providing the screener with pertinent information obtained from the applicant or family
  4. Providing all admitted individuals with information about assistance available to return to the community using DHS Brochure 2497, Promoting and Supporting Independent Community Living
  5. Retaining records of the screening results, including PAS notice to resident that he/she has been screened, statement of applicant’s choice for placement, and copy of signed Level I documentation.
  6. Forwarding screening results to the accepting facility when a patient is transferred

For additional details on PAS, contact the Senior LinkAge Line® at 1-800-333-2433 (toll free) or a senior care coordinator at PrimeWest Health at 1-888-588-4420 (toll free).

Resident Trust Account

Administration of Resident Fund Accounts

An LTCF resident may deposit his/her funds, including the personal needs allowance established under Minnesota Statutes, in a resident fund account administered by the facility. An LTCF must comply with MDH regulations concerning resident funds in addition to the following provisions:

  1. Credit to the account all funds attributable to the account including interest and other forms of income
  2. Do not co-mingle resident funds with the funds of the facility
  3. Keep a written record of the recipient’s resident fund account, including the date, amount, and source of deposit or withdrawal recorded within five working days of the account activity
  4. Require a recipient who withdraws $10.00 or more at one time to sign a receipt for the withdrawal. A withdrawal of $10.00 or more that is not documented by a receipt must be credited to the recipient’s account. Receipts for the actual item purchased for the recipient’s use may substitute for a receipt signed by the recipient.
  5. Do not charge the recipient a fee for administering his/her account
  6. Do not solicit donations or borrow from a resident fund account
  7. Report and document to the county a recipient’s donation of money to the facility when the donation equals or exceeds the statewide average Medical Assistance (Medicaid) payment for SNF care
  8. Do not use resident funds as collateral for or payment of any obligations of the facility
  9. Treat funds remaining in a recipient’s account upon death or discharge as required by MDH regulations

Limitations on Use of Trust Funds

Funds in the member’s resident fund account must not be used to purchase the following items or services generally reported in the facility’s cost report:

  1. Medical transportation
  2. Initial purchase or replacement purchase of furnishings or equipment required as a condition of certification as an LTCF
  3. Laundering the member’s clothing
  4. Furnishings or equipment not requested by the member for personal convenience
  5. Personal hygiene items necessary for daily personal care (e.g., bath soap, shampoo, toothpaste, toothbrushes, dental floss, shaving cream, razor, facial tissues)
  6. OTC drugs or supplies used by the member on an occasional, as needed basis, not prescribed for long-term therapy of a medical condition (e.g., aspirin, acetaminophen, antacids, anti-diarrheas, cough syrups, rubbing alcohol, talcum powder, body lotion, petroleum jelly, mild antiseptic solutions, etc.)

These limitations do not prohibit the member from using his/her funds to purchase a brand name supply or other furnishings not routinely supplied by the LTCF.

Questions on LTC policy and services may be directed to the PrimeWest Health Provider Contact Center at 1-800-431-0802 (toll free).

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Updated_11/05/2021