Based on policy review, resident trust account review, medical record review, and interview, the facility failed to refund the residents' funds within 30 days of death or discharge for 1 of 1 (Resident #37) sampled resident reviewed for trust fund account statements. The findings include: 1. Review of the facility's undated policy titled, Resident Refund Process, revealed .Upon notification of a resident's discharge, the BOM [Business Office Manager] will review the resident's records and determine if any of the resident's funds are on deposit with the facility. …
F569 citations in Tennessee
Resident Rights Deficiencies
Notify each resident of certain balances and convey resident funds upon discharge, eviction, or death.
Data as of , released by CMS on October 8, 2026. Source: CMS Provider Data Catalog.
Against expectation — 2025
Tennessee cites F569 more often than its own record predicts
10.57 times the share F569 takes of citations nationally.
Of every deficiency written in Tennessee in 2025, this is the portion that was F569.
Each state is measured against its own expected share, not against other states.
In the surveyor’s words
What Tennessee surveyors wrote
F569 findings written in Tennessee, one from each severity band recorded here, most serious first.
Severity is as the surveyor wrote it. Some findings had already been corrected before the survey.
Based on review of the facility policy, medical record review, review of the facility's documentation of the Notification Summary Report (resident trust funds/Resident Statement), and interview, the facility failed to refund the balance of a Patient Trust Fund, within the required time frame, for 2 discharged residents (#402 and #403) of 313 Patient Trust Funds reviewed. The findings include: Review of the facility policy, Patient Trust, Subject: Refunds, revised date ,[DATE], revealed .Timing (Schedule) the funds should be refunded within 30 days of death or discharge . Medical record review revealed Resident #402 was admitted to the facility on [DATE]. Continued review revealed the Resident was discharged to the hospital on [DATE]. …
The short window
Recent years
| Year | Share of Tennessee citations | vs expected |
|---|---|---|
| 2023 | 1.32% | 11.05× |
| 2024 | 0.24% | 2.12× |
| 2025 | 1.15% | 10.57× |
Shares of citations, not counts: earlier years hold fewer inspections.
What else Tennessee surveyors cite →
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