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Household budget worksheet pdf4/17/2023 ![]() ![]() Money can be a real source of stress for many people. The Care Plan will direct the HHA/PCA as to how much assistance they will provide their patient and their family with managing expenses. Some patients may require complete assistance with planning for their budget. Allow a patient to manage their budget independently if they prefer, but offer assistance when needed. Never be judgmental about the amount of money or the source of a patient’s income. The patient may be sensitive about the amount of money they make. If Home Health Aides/Personal Care Aides will be helping their patient plan a budget, they must first know the amount of money that is coming in to the household in order to help make a plan. Some people may receive financial assistance from state or government sources. Others receive a pension from a retirement plan. Biweekly paychecks are usually paychecks that come in twice per month, or every other week. Some people get a paycheck once a week or biweekly. Income is the amount of money that enters a household. People may have income from a variety of sources. A fixed income means that a person lives on a set income and must plan their expenses in order to fit into the amount of money that they have coming in. ![]() Many people, including patients and their families may live on a fixed income. ![]() The agency for which the HHA/PCA works can also face serious penalty. Using a patient’s money in any way than that directed in the Care Plan could be considered stealing and is punishable by loss of job, fines, and/or jail time. It is never okay to borrow money from a patient or their family, even if you intend to pay it back.ģ. It is never okay to use a patient’s money for any purpose other than that directed within the Care Plan and by the patient.Ģ. Using a patient’s money in any way other than that directed in the Care Plan or for which they have specifically instructed you to do so is considered stealing and could result in losing your job or going to jail. It is okay to borrow money from your patient, as long as you promise to pay it back. It is okay to buy yourself something at the store with your patient’s money. The patient must sign the checks, which demonstrates that they intended the money to be used for the purpose they assigned.ġ. It is much more difficult to keep track of cash. This is the easiest way to accurately keep track of how money was spent. Use checks instead of cash whenever possible. Document all use of the patient’s money as directed by the Care Plan and the agency’s policies and procedures. They could lose their job, get their agency into a lot of trouble, and face legal and criminal action, such as getting arrested. If a patient or family member ever asks a HHA/PCA to handle their money and they are not allowed to do so or do not feel comfortable doing so, they should discuss this with a supervisor and seek their guidance.Įven if part of their job is to handle a patient’s money, Home Health Aides/Personal Care Aides should NEVER use the patient’s money for their own needs, even if they are planning to pay them back (Leahy, Fuzy & Grafe, 2013). If Home Health Aides/Personal Care Aides are not allowed to handle money, they must NEVER agree to do so, as they could get into a lot of trouble and potentially lose their job. Their employer will tell them the policies and procedures for the agency they work regarding whether or not they will help with handling a patient’s money and what the rules are for doing so. Home Health Aides/Personal Care Aides should only provide assistance with managing and handling a patient’s money and budget as directed by the Care Plan. Home Health Aides/Personal Care Aides must always carefully and immediately document how much of the patient’s money they spent and what they spent it on. It is important to remember that assisting someone with their money is a task in which accurate record keeping is paramount (very important). They may also be asked to assist the patient with paying bills and running errands, such as grocery shopping or banking for their patient. Home Health Aides/Personal Care Aides may be asked, as directed in the Care Plan, to assist their patient and their family with developing and sticking to a budget. ![]()
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