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Terms to Know

Younger woman smiling wearing an orange shirt.

“Before we get started, let’s review some important terms used by the Fiduciary Branch when a state guardianship appointment ends.

Terms to Know

Resigned and resignation are terms used by Fiduciary to describe situations in which an individual has their rights restored. This can also be when a successor guardian or conservator has been appointed by a District Court.

Expired is a term used by Fiduciary when an individual under guardianship passes away.

A pre-need burial is a term used to describe funeral arrangements that are established and paid for in advance of an individual’s death.“

“Hello and welcome to this Fiduciary Training on the Processes for Ending State Guardianship. There are many reasons a person may no longer need a state guardian. In this course, you will be working with Clair to understand the processes and procedures that must take place when ending state guardianship.”

”Hi, I’m Clair. As a Fiduciary staff member, I have helped process many individuals out of state guardianship. The process and procedures vary depending on the situation. In this course we will:

Course Objectives:

Examine terms used when processing individuals out of state guardianship.
Describe the Fiduciary Branch process when an individual resigns from state guardianship.
Identify the processes when there is a death of an individual under guardianship.
Explain the Guardianship Unclaimed Funds Registry.
Describe the Guardianship Trust Fund management process.”

Course Wrap-Up

Congratulations!

You have completed Establishing Payments to Facilities and Service Providers. This course is part of a series of training required for Fiduciary staff. Once you mark this lesson complete, you will have access to your certificate of completion and will be granted access to the next course.

Division of Administration and Financial Management Overview (Complete!)

Fiduciary Duties Defined by Law and Standard Operating Procedures Part 1 (Complete!)

Fiduciary Duties Defined by Law and Standard Operating Procedures Part 2 (Complete!)

Deposits, Payments, and Transfers (Complete!)

Financial Accounting Management (Complete!)

Budget Approvals and Set-Up (Complete!)

Payment Requests (Complete!)

Establishing Payments to Facilities and Service Providers (Complete!)

Processes for Ending State Guardianship

Course Evaluation

DAFM-F 107: Establishing Payments to Facilities and Service Providers

The training increased my knowledge of procedures for payment to facilities and service providers.(Required)

Strongly Agree	Agree	Disagree	Strongly disagree

This course helped me to identify requirements for resident trust accounts and receipts.(Required)

Strongly Agree	Agree	Disagree	Strongly disagree

This course helped me understand the process and criteria for bed holds.(Required)

Strongly Agree	Agree	Disagree	Strongly disagree

The training objectives were identified and followed.(Required)

Strongly Agree	Agree	Disgree	Strongly disagree

The course content was well organized and easy to follow.(Required)

Strongly Agree	Agree	Disagree	Strongly disagree

The materials distributed were pertinent and useful.(Required)

Strongly Agree	Agree	Disagree	Strongly disagree

Course navigation was easy to understand and utilize.(Required)

Strongly Agree	Agree	Disgree	Strongly disagree

Which of the following best reflects your level of satisfaction with the training?(Required)

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Are there any improvements that would help support your learning?(Required)

Are there any areas that you did not fully understand?(Required)

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Final Quiz

“You have reached the final quiz for the course. You must score a minimum of 80% to successfully pass the course and earn your completion certificate. You make take the quiz as many times as needed.”

Course Summary

“In this course, you have learned the critical components of establishing facility payments based upon the level of care, as well as payments to service providers.

The Fiduciary Branch ensures prompt review, accuracy, and payment to maintain the health, safety, and well-being of individuals under guardianship.”

Lesson 8: Bed Holds

Bed Holds

“A bed hold may occur when an individual under guardianship must be away from their facility residence for a temporary absence due to a hospital stay, offsite rehabilitation, incarceration, etc.

It is important for Fiduciary staff to understand how bed holds work to properly maintain an individual’s living arrangement when a temporary leave of absence occurs, and when financial resources are available to accommodate a bed hold.

In these situations, Fiduciary staff work collaboratively with Guardianship field staff to determine what is in the best interest of the individuals under guardianship.

In this lesson, we’ll review the regulatory procedure for bed holds.”

Lesson 7: Medical and Pharmacy Payments

Medical and Pharmacy Payments

“The Fiduciary Branch ensures all medical and pharmacy payments for individuals under guardianship are processed and paid timely to prevent any hardships on individuals or service providers.”

Fiduciary staff will review the statement of charges within 30 business days of receipt for accuracy.

All urgent requests shall be reviewed and processed, with a response within 24 business hours.

If the statement of charges is not accurate, the bill is rejected and returned to the provider with an explanation.

Fiduciary staff will enter an event in KYGFIS and attach the letter of explanation for the rejected bill.

If any charges are due, staff will ensure the individual under guardianship has the funds to pay the bills. If the individual’s income is not sufficient to cover the monthly expenses, Fiduciary staff will follow-up with the Benefits Branch to verify income in Benefind.