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.
Household budget worksheet pdf free#
Here is the collection of best printable budget templates broken down by categories (they are 100% FREE and downloadable, but may contain watermarks and uneditable).\( \newcommand\) But if you like to plan everything with pen and paper, then budget printables will be a perfect solution for you. If you’re 100% digital person, you’re likely to google a smartphone app, excel templates or any other best online budgeting sites. When it comes to tools that can help you achieve that, there are plenty of mediums to choose from. A great advantage of having a budget is a possibility to track your spending habits over time and adjust them accordingly. It’s to help you plan for how, what for and how much money will be spent or saved during a particular period of time.
A budget is a structured list of your personal or household expected income and expenses. Whatever you may need money for, it’s important that you stick to your budget day in and day out. You don't want to get a negative balance of your credit card, don't you? Moreover, keeping track of your finances can play an important role in the pace you improve your savings account balance and save money for your dream vacation, house or car. In the world of consumerism, it’s easy to spend a few bucks here and there to suddenly find out that you exceeded your daily, weekly or monthly budget. The ability to manage your cash flow and track your income and expense is vital. Because it's not only business people who care about profits and expenses. It's no wonder why one of the many tips on personal finance management is to make budget.Īnd you don't have to be a financial specialist to do that. What can be more important than time management? Correct.
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