1.A.3.b. Accounting system

Rule

Use of an accounting system which documents all resident financial transactions such as fees, payments and deposits.

  • Ability to produce clear statements of a resident’s financial dealings with the operator within reasonable timeframes.

  • Accurate recording of all resident charges and payments.

  • Payments made by 3rd party payers are noted.

Levels

I

II

III

IV

This standard rule applies to all recovery residence levels of support.

Guidance

  • What type of accounting systems are capable of meeting all of the requirements under this rule?

    • Accounting software – Most accounting software programs (e.g. Quickbooks) are capable of meeting all of the requirements, but just because a provider paid for the software does not mean that they have the staff capacity or accounting policies and procedures to meet this rule.

    • Paper system – Smaller recovery residence provider may use a paper accounting and be able to meet the standard, if they have the skill and processes in place. Because accounting software is efficient and relatively low in price, it is unlikely that recovery residences are going to use a paper journal system.

  • Who are 3rd party payers and why must this be noted in the accounting system?

    • 3rd party payers include but are not limited to, parents, vouchers, and insurance reimbursement. It should be tracked to ensure residents are not overcharged and that providers are not “double dipping”. This is also need to appropriately issue refunds and to whom.

Evaluation

  • Does the recovery residences use an accounting system which

    • Documents all resident financial transactions (fee, payments and deposits)? AND

    • Is capable of producing clear statements of a resident’s financial dealings with the operator within reasonable timeframes? AND

    • Does it accurately record of all resident charges and payments? AND

    • Are payments made by 3rd party payers are noted?

Evidence

  • Policies and procedures

References

Course Syllabus

Not Enrolled
1. 1. ADMINISTRATIVE AND OPERATIONAL
2. 1.A. Operate with Integrity
2.1. 1.A.1. Use mission and vision as guides for decision making
2.1.1. 1.A.1.a. Mission
2.1.2. 1.A.1.b. Vision
2.2. 1.A.2. Adhere to legal and ethical codes and use best business practices
2.2.1. 1.A.2.a. Business entity
2.2.2. 1.A.2.b. Insurance
2.2.3. 1.A.2.c. Property permission
2.2.4. 1.A.2.d. Legal compliance
2.2.5. 1.A.2.e. Ethical marketing
2.2.6. 1.A.2.f. Background checks
2.2.7. 1.A.2.g. Paying residents
2.2.8. 1.A.2.h. Financial boundaries
2.2.9. 1.A.2.i. Code of Ethics
2.3. 1.A.3. Financial accounting
2.3.1. 1.A.3.a. Fee transparency
2.3.2. 1.A.3.b. Accounting system
2.3.3. 1.A.3.c. Refund policies
2.3.4. 1.A.3.d. 3rd party payments
2.4. 1.A.4. Data collection
2.4.1. 1.A.4.a. Resident information
3. 1.B. Uphold Residents’ Rights
3.1. 1.B.5. Rights and Requirements
3.1.1. 1.B.5.a. Applicant orientation
3.2. 1.B.6. Resident information
3.2.1. 1.B.6.a. Secured records
3.2.2. 1.B.6.b. Confidentiality
3.2.3. 1.B.6.c. Social media policy
4. 1.C. Culture of Empowerment
4.1. 1.C.7. Peer governance
4.1.1. 1.C.7.a. Resident driven
4.1.2. 1.C.7.b. Grievance policy
4.1.3. 1.C.7.c. Community posts
4.1.4. 1.C.7.d. Length of stay
4.1.5. 1.C.7.e. Resident voice
4.2. 1.C.8. Resident involvement
4.2.1. 1.C.8.a. Reciprocal responsibility
4.2.2. 1.C.8.b. Leadership roles
4.2.3. 1.C.8.c. Recovery process
5. 1.D. Develop Staff Abilities
5.1. 1.D.9. Role modeling
5.1.1. 1.D.9.a. Self-care
5.1.2. 1.D.9.b. Boundaries
5.1.3. 1.D.9.c. Staff support
5.1.4. 1.D.9.d. Positive regard
5.2. 1.D.10. Staff qualifications
5.2.1. 1.D.10.a. Social model skills
5.2.2. 1.D.10.b. Credentials
5.2.3. 1.D.10.c. Staff development
5.3. 1.D.11. Culturally responsive
5.3.1. 1.D.11.a. Priority population
5.3.2. 1.D.11.b. Cultural training
5.4. 1.D.12. Job descriptions
5.4.1. 1.D.12.a. Roles and qualifications
5.4.2. 1.D.12.b. Resource linkage
5.4.3. 1.D.12.c. KSA
5.5. 1.D.13. Staff supervision
5.5.1. 1.D.13.a. Performance development
5.5.2. 1.D.13.b. Acknowledgements
5.5.3. 1.D.13.c. Work environment
6. 2. PHYSICAL ENVIRONMENT
7. 2.E. Home-like Environment
7.1. 2.E.14. Individual needs
7.1.1. 2.E.14.a. Clean and maintained
7.1.2. 2.E.14.b. Home-like furnishings
7.1.3. 2.E.14.c. Entrances and exits
7.1.4. 2.E.14.d. 50+ sq. ft. per bed
7.1.5. 2.E.14.e. Sink-toilet-shower
7.1.6. 2.E.14.f. Personal storage
7.1.7. 2.E.14.g. Food Storage
7.1.8. 2.E.14.h. Laundry
7.1.9. 2.E.14.i. Appliances
7.2. 2.E.15. Community building
7.2.1. 2.E.15.a. Meeting space
7.2.2. 2.E.15.b. Group space
7.2.3. 2.E.15.c. Dining area
7.2.4. 2.E.15.d. Recreational area
8. 2.F. Safe Healthy Environment
8.1. 2.F.16. Sober living
8.1.1. 2.F.16.a. Prohibited substances
8.1.2. 2.F.16.b. Prohibited items
8.1.3. 2.F.16.c. Drug screening
8.1.4. 2.F.16.d. Medication storage
8.1.5. 2.F.16.e. Peer accountability
8.2. 2.F.17. Home safety
8.2.1. 2.F.17.a. Functional and hazard free
8.2.2. 2.F.17.b. Health & safety codes
8.2.3. 2.F.17.c. Inspections & drills
8.3. 2.F.18. Promote health
8.3.1. 2.F.18.a. Smoking
8.3.2. 2.F.18.b. Universal precautions
8.4. 2.F.19. Emergency plan
8.4.1. 2.F.19.a. Procedures & postings
8.4.2. 2.F.19.b. Emergency contacts
8.4.3. 2.F.19.c. Emergency orientation
8.4.4. 2.F.19.d. Overdose readiness
9. 3. RECOVERY SUPPORT
10. 3.G. Facilitate Recovery
10.1. 3.G.20. Promote purpose
10.1.1. 3.G.20.a. Meaningful activities
10.2. 3.G.21. Recovery planning
10.2.1. 3.G.21.a. Person-centered plan
10.2.2. 3.G.21.b. Recovery capital
10.2.3. 3.G.21.c. Peer roles
10.3. 3.G.22. Community supports
10.3.1. 3.G.22.a. Resource directory
10.3.2. 3.G.22.b. Resource linkage
10.4. 3.G.23. Mutual support
10.4.1. 3.G.23.a. Weekly schedule
10.4.2. 3.G.23.b. Mutual aid
10.5. 3.G.24. Recovery support services
10.5.1. 3.G.24.a. RSS
10.5.2. 3.G.24.b. RSS Staff
10.6. 3.G.25. Clinical services
10.6.1. 3.G.25.a. Clinical services
11. 3.H. Model Prosocial Behaviors
11.1. 3.H.26. Respectful environment
11.1.1. 3.H.26.a. Model recovery
11.1.2. 3.H.26.b. Trauma informed
11.1.3. 3.H.26.c. Resident input
12. 3.I. Sense of Community
12.1. 3.I.27. Family-like
12.1.1. 3.I.27.a. Food preparation
12.1.2. 3.I.27.b. Housing choice
12.1.3. 3.I.27.c. Chores
12.1.4. 3.I.27.d. Household expenses
12.1.5. 3.I.27.e. Household meetings
12.1.6. 3.I.27.f. Common areas
12.2. 3.I.28. Internal community
12.2.1. 3.I.28.a. Informal activities
12.2.2. 3.I.28.b. Formal activities
12.2.3. 3.I.28.c. Social activities
12.2.4. 3.I.28.d. Milestone rituals
12.3. 3.I.29. External community
12.3.1. 3.I.29.a. Recovery linkage
12.3.2. 3.I.29.b. Recovery mentor
12.3.3. 3.I.29.c. Mutual aid meetings
12.3.4. 3.I.29.d. Resource linkage
12.3.5. 3.I.29.e. Multi-membership
12.3.6. 3.I.29.f. Social bonds
13. 4. GOOD NEIGHBOR
14. 4.J. Be a Good Neighbor
14.1. 4.J.30. Responsive neighbor
14.1.1. 4.J.30.a. Contact information
14.1.2. 4.J.30.b. Complaint response
14.1.3. 4.J.30.c. Neighbor interaction
14.2. 4.J.31. Courtesy rules
14.2.1. 4.J.31.a. Preemptive policies
14.2.2. 4.J.31.b. Parking