Nursing homes and other healthcare facilities must take certain actions related to a resident's personal funds. These include notifying the resident when their account balance reaches $200 less than the SSI resource limit, and conveying the resident's funds and a final accounting within 30 days of their discharge, eviction, or death. Failure to do so may result in the resident losing their SSI or Medicaid eligibility. Facilities must also ensure that closed record reviews are conducted to ensure that the funds and final accounting were conveyed as required by state law.

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