DAFM-F 102: Fiduciary Duties Defined by Law and Standard Operating Procedures, Part 2

Fiduciary Duties Defined by Law and Standard Operating Procedures Part 2

This course provides an overview of the standard operating procedures of the Fiduciary Branch.

Course Length: 1.5 hours

Course Content

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Welcome
Budgets, Payments, and Facility SOPs
15 Topics
Fid-1 – Budget Approvals and Set-Up
Fid-1 – Budget Approvals & Set-Up Scenario
Fid-20 – True Link Debit Card for Individuals Under Guardianship
Fid-20 – True Link Debit Card for Individuals Under Guardianship: Scenario
Fid-7 – Payment Requests
Brain Break
Fid-2 – Payments to Facilities with Established Rates
Fid-8 – Non-Recurring Facility Bills
Fid-17 – Bed Hold
Fid-24- Care Home Refunds
Fid-25- Reductions to Available Income
Fid-9 – Resident Trust Accounts and Receipts
Fid-10 – Medical And Pharmacy Payments
Fid-10: Medical and Pharmacy Payments: Scenario
Fid-26- Frozen Accounts of Individuals Under Guardianship
Brain Break
Expired and Resigned SOPs
6 Topics
Fid-15 – Death Of an Individual Under Guardianship
Fid-16 – Cremations
Fid-21 – Guardianship Trust Fund Management
Fid-21 – Guardianship Trust Fund Management: Scenario
Fid-22 – Guardianship Unclaimed Registry
Fid- 14 – Resignation Of an Individual Under Guardianship
Summary
Course Evaluation
Course Wrap Up