The following reports, records, and supplies must be sent to
the receiving institution for each transferred resident:
(1) a copy of the current physician's orders for:
(A) medication;
(B) treatment;
(C) diet; and
(D) special services required;
(2) personal information, such as name and address
of next of kin, guardian, or responsible party;
(3) attending physician;
(4) Medicare and Medicaid identification number, if
applicable;
(5) social security number;
(6) other identification information as deemed necessary
and available;
(7) a copy of the resident's current comprehensive
assessment and service plan;
(8) all medications dispensed in the resident's name
that have current physician's orders. Medications must be inventoried
and transferred with the resident. Medications past expiration date
or discontinued by physician order must be inventoried for disposition
in accordance with state law. Only current prescription medications
taken on a regular or as-needed basis may be transferred with the
resident;
(9) the resident's personal belongings, clothing, and
toilet articles. The closing facility must make an inventory of personal
property and valuables; and
(10) resident trust fund accounts maintained by the
closing facility. All items must be properly inventoried, and receipts
obtained for audit purposes by the appropriate state agency.
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