Employee Name
*
First Name
Last Name
Last Four of Social Security Number
*
what is Elder Financial Exploitation?
Convincing an older person to pay your bills using funds from their account
taking advantage of an older person for financial gain
Purchasing food or personal items for yourself using client funds
All of the above
Why are seniors vulnerable to financial abuse?
Seniors have more money
Seniors tend to be more trusting
Seniors are less financially literate due to age / disease
all of the above
What negative effects will a senior experience from financial exploitation?
Loss of Trust, Feelings of depression, Fear, Shame, declining health
Feelings of Happiness, euphoria, joy
Feeling lonely, or isolated
Feeling confident, or compitent
Who commits financial exploitation?
Family Members
Healthcare Providers and caregivers
Neighbors and friends
All of the above
What is an example of Elder Financial Exploitation?
Impersonator claiming to be with the IRS asking for personal financial details
Handyman overcharging for services provided to a senior
Caregiver claiming financial hardship and accepting financial help from a senior
All of the above
What are three ways seniors can protect themselves from financial exploitation?
Stay socially active, choose a trusted individual, establish a budget
Join a book of the month club, share financial details with strangers, carry lots of cash
Run for president, keep doors and windows locked, don't answer the phone
Give everything away, move out of the country, become a monk
How can family members or friends help protect seniors from financial exploitation?
Maintain regular contact with the senior
Discuss the seniors financial wishes
act on behalf of the senior when you suspect foul play
all of the above
When should financial exploitation be reported?
If utilities are shut off unexpectedly
With unexplained disappearance of cash or valuables
Checks written to unknown individuals or large withdrawls from bank accounts
all of the above
Who should you report financial exploitation to?
Your supervisor or administrator
Your best friend
Your mom
Your Partner
Purchases made on behalf of a client must be reported to your supervisor or administrator at the time of purchase?
True
False
Only if the client asks you to report the purchase
you are required to take a picture of the purchase receipt and text it to your supervisor or administrator when you make a purchase on behalf of a client?
True
False
Only if you have enough battery power on your phone
You are required to record purchases made on behalf of clients in the client journal?
True
False
You should accept gratuities from a client if offered?
True
False
Only if the client tells you to keep it a secret
It is ok for an employee to use a client credit or debit card to make purchases on behalf of the client?
Always
Never
Only if the client gives you the PIN number
Only if the client says "Just this one time, please"
It is ok for an employee to recieve a check from the client made out to the employee or to "Cash"?
Always
Never
Only if the client says they'll keep it a secret
It is ok to ask the client to borrow money for gas if you are almost out of gas?
Always
Never
As long as you pay them back on payday
The following can be considered abuse:
Withholding medications, food, water
Physically harming a client
Mentally harming a client
All of the above
Who can accept a client complaint?
Only a family member
Anyone
Only the Administrator
Nobody, it must be in writing and mailed to the office
When the client voices a complaint the aide should:
Report complaints or grievances to their supervisor or administrator
Ignore the complaint and tell the client it will get better
Tell the client to call the office
Tell the client to tell the next shift about the complaint