EMP.8 - Client Requests, Solicitations and Transactions
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EMP.8 - Client Requests, Solicitations and Transactions or view below.
Client Requests, Solicitations and Transactions
- There is to be no canvassing, selling or solicitation to (or by) any third-party individual or entity, or employee of the Company in any of the Company’s surrounding interior office areas or in clients' homes for charitable, religious, political or private gain during the solicitation. The Company’s office areas do not include parking areas and other outside public spaces.
- Do not assist clients with financial matters such as payment of bills, writing checks, personal banking, etc.
- When special arrangements must be made for errands to the store or purchases for the client, you must get authorization from your Supervisor. Routine coordination of purchases for the client that is part of the daily care plan will be shared with you in advance.
- NO PURCHASE OF TOBACCO OR ALCOHOL IS ALLOWED.
- Do not become involved in the client's legal matters such as preparation of their Last Will, lawsuits, etc. Do not accept any keys (e.g., house, car, etc.) from the client, unless prior authorization has been given by the office. Do not act as a witness to any legal transaction.
- Do not accept money from clients as a gift, gratuity or a loan. Notify the office prior to accepting any gift from a client or family member so that proper documentation can be made in the client's file.
- Do not recommend specific physicians or other health care professionals to any client. Instead, refer the client to the office for such assistance.
- Violating this policy will lead to disciplinary action up to and including immediate termination.
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