Commonwealth of Massachusetts
Executive Office of Health and Human Services
Office of Medicaid
www.mass.gov/masshealth

MassHealth
Long Term Care Facility Bulletin 106
August 2012




TO:	Nursing Facilities and Chronic Disease and Rehabilitation Inpatient 
Hospitals Participating in MassHealth

FROM:	Julian J. Harris, M.D., Medicaid Director  

RE:	Annual Accounting for Personal Needs Allowances (PNA)


Background

MassHealth requires that nursing facilities and chronic disease and 
rehabilitation inpatient hospitals account for the balances of personal needs 
allowances (PNA) (see 130 CMR 456.615).

Providers must submit PNA forms to indicate that they maintain or do not 
maintain MassHealth members' PNA funds.
		

New for 2012

PNA forms are not currently available online. These forms will be made 
available online on a secure website in August 2012. The new format will 
enable the sharing of protected health information (PHI) and other sensitive 
data in a secure manner.

To access the forms and instructions needed to fulfill the annual requirement, 
go to https://secure.chcf-umms.org and do the following.

1.	Enter your MassHealth provider number and location code as the Login ID.
2.	Enter the default password of “1Welcome.”
3.	Click the Login button. You will be prompted to change your password at 
the first login. Your new password must contain at least eight characters, which 
must include at least one alpha character, one capital letter, and one 
numeric character. The initial screen will display an instruction file 
containing details for filing. Please refer to these instructions when filing 
your PNA accounting.
		
		(continued on next page)


		
  


MassHealth
Long Term Care Facility Bulletin 106
August 2012
Page 2

Deadline for PNA Submissions

The PNA form seeks information about PNA funds managed by the provider, 
including members’ names and MassHealth ID numbers, the amount of petty cash 
held in the facility for the members, the amount held in individual bank 
accounts for the members, the balance held in the trustee account for the 
members, and information about any other money being held for the members 
by the facility as of April 30, each year. 
	
Providers must also provide copies of bank statements and a reconciliation of 
the trustee account (if one is used) electronically. If electronic submission is 
not possible, faxed or mailed copies will be accepted.
	
The reconciled bank balance must agree with the total PNA balance on the 
PNA form. If providers do not handle PNA funds for any members, they must 
state this on the PNA form.
	
All PNA filings must be dated and signed electronically by the administrator, 
under the pains and penalties of perjury, and submitted via the secure website. 

The PNA forms must be submitted by the requested date each year. 
MassHealth will issue a provider bulletin or another issuance annually, 
informing you of any changes to the process or to establish the due date for the 
year.
		
  
Penalties

For 2012, if a provider does not submit the PNA form by September 15, 2012, 
or if the filing is incomplete and not reconciled to the bank statement, the 
provider may be subject to administrative sanction.
		

Questions

If you have any questions about the information in this bulletin or have 
difficulty accessing the website, please contact the MassHealth Financial 
Compliance Unit at PNAReview@umassmed.edu.