Commonwealth of Massachusetts
Executive Office of Health and Human Services
Office of Medicaid
600 Washington Street
Boston, MA  02111
www.mass.gov/masshealth	
	MassHealth
	Long Term Care Facility Bulletin 90
	August 2005

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

	FROM:	Beth Waldman, Medicaid Director  	

	RE:	Annual Accounting for Personal Needs Allowance Funds

Background	MassHealth regulations at 130 CMR 456.615 require that long-term-
	care facilities make an accounting of the balances of the personal needs allowance (PNA) funds for each MassHealth member for whom the facility handles funds.  

September 30 Deadline 	To comply with these regulations, long-term-care facilities must use the
for PNA-1	PNA-1.  This form must be dated and signed by the facility’s administrator
Submissions	and sent to the following address by September 30, 2005.
	
Financial Compliance Unit
529 Main Street
Suite 1M2A
Charlestown, MA  02129

On the PNA-1, state the PNA balance for each MassHealth member as of April 30, 2005.  Attach to the form a copy of the bank statement(s) and reconciliation(s) of the aggregate trustee bank account(s) as of April 30, 2005, and submit these documents to the above address.

	Providers may use their own reconciliation form or may use the reconciliation form (PNA-2) attached to this bulletin. This form is available online on the MassHealth Web site at www.mass.gov/masshealthpubs where it can be printed and mailed to the above address. Click on Provider Library, then on MassHealth Provider Forms.  Please Note:  The reconciled bank balance must agree with the Total PNA Balance on the PNA-1 form.
										
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September 30 Deadline 	Providers using Microsoft Excel or Access to maintain listings of patient 
for PNA-1	balances may submit these on a 3½” floppy disk or CD.  It is suggested
Submissions 	that these disks be enclosed in a disk-mailer envelope.  Attach the disk or
(cont.)	CD to the PNA-1 form and indicate the list as an attachment on the PNA‑1.  The PNA-1 form can be downloaded from the MassHealth Provider Services Web site at www.mass.gov/masshealthpubs.  Click on Provider Library, then on MassHealth Provider Forms.

If the facility does not handle PNA funds for any members, the facility must state this on the PNA-1.  The form must then be dated and signed by the facility’s administrator, and sent to the address listed on the front of this bulletin.

	If the facility does not submit the PNA-1 by September 30, 2005, or if the form is incomplete, the facility may be subject to administrative sanction.

	A copy of the PNA-1 and PNA-2 is enclosed with this bulletin.  Forms may be photocopied as needed.

Questions	If you have any questions about this bulletin, call the MassHealth Financial Compliance Unit at (617) 241-6115.