CBHCM (Community-Based Health Care Management) –
2025–2026 – Study Guide and Practice Review
A formal process that facilitates the clinically appropriate movement of clients from one level of
care to another, including from one practitioner to another is called - ANS✔✔ Transition
planning
Under what circumstances can substance use information be disclosed - ANS✔✔ Whenever a
release of information is signed to disclose information to another party
When can you share information about a client with a third party WHITOUT a valid release of
information on file? - ANS✔✔ Never, information can only be released when the release is on
file
The MOST IMPORTANT reason to communicate with collateral resources during the initial
assessment and ongoing planning is to - ANS✔✔ Ensure you have a complete client's
assessment
Of the following which is considered a client need? - ANS✔✔ Social skills
A progress note should include - ANS✔✔ Factual events, important client statements, and dates
Which of the following should the case manager know before making formal and informal
referrals to service providers - ANS✔✔ The eligibility criteria of resources agencies and service
providers
Your clients tell you her brother, who pays her rent and household expenses, died unexpected
last week without a will. Your client client doesn't know know how she will be able to.. -
ANS✔✔ Conduct an assessment and service plan update to include her new financial needs
, Your client has just revealed that she has been in a abusive relationship for two years and
doesn't know how to safety leave. What would be an appropriate response as - ANS✔✔ Engage
the client in developing a safety plan
Many program funders regulatory agencies, and others set documentation timelines. Regardless
of the client, which hierarchy must case managers follow when determine - ANS✔✔ Law and
statutes, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budgeting skills, he or she should - ANS✔✔ Ensure the service match client's needs, then make
the referral
What's the purpose of ongoing assessment by the case manager - ANS✔✔ Monitoring client
progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial and
residential painter before he had to leave the workforce to attend to his behavioral health
issues. Your client ove ____ needing to hire a home painter and offers to do the work for you.
What's the best response - ANS✔✔ Politely decline his offer by explaining the concepts of dual
boundaries and consumer exploitation
The purpose of involving collateral resources in case management activities is to - ANS✔✔
Obtain resources necessary to assist the client in meeting long and short term goals
Your client recently missed an appointment to get his medication refilled. Your client ask if you
can call his doctor to get him get a new follow up appointment. What is the next step? -
ANS✔✔ Ask your client to sign a release of information so the authorization is documented
One of you agency funders requires case managers to complete a home visit with the client
before starting the assessment process. Your client calls you 320 min before the schedule
2025–2026 – Study Guide and Practice Review
A formal process that facilitates the clinically appropriate movement of clients from one level of
care to another, including from one practitioner to another is called - ANS✔✔ Transition
planning
Under what circumstances can substance use information be disclosed - ANS✔✔ Whenever a
release of information is signed to disclose information to another party
When can you share information about a client with a third party WHITOUT a valid release of
information on file? - ANS✔✔ Never, information can only be released when the release is on
file
The MOST IMPORTANT reason to communicate with collateral resources during the initial
assessment and ongoing planning is to - ANS✔✔ Ensure you have a complete client's
assessment
Of the following which is considered a client need? - ANS✔✔ Social skills
A progress note should include - ANS✔✔ Factual events, important client statements, and dates
Which of the following should the case manager know before making formal and informal
referrals to service providers - ANS✔✔ The eligibility criteria of resources agencies and service
providers
Your clients tell you her brother, who pays her rent and household expenses, died unexpected
last week without a will. Your client client doesn't know know how she will be able to.. -
ANS✔✔ Conduct an assessment and service plan update to include her new financial needs
, Your client has just revealed that she has been in a abusive relationship for two years and
doesn't know how to safety leave. What would be an appropriate response as - ANS✔✔ Engage
the client in developing a safety plan
Many program funders regulatory agencies, and others set documentation timelines. Regardless
of the client, which hierarchy must case managers follow when determine - ANS✔✔ Law and
statutes, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budgeting skills, he or she should - ANS✔✔ Ensure the service match client's needs, then make
the referral
What's the purpose of ongoing assessment by the case manager - ANS✔✔ Monitoring client
progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial and
residential painter before he had to leave the workforce to attend to his behavioral health
issues. Your client ove ____ needing to hire a home painter and offers to do the work for you.
What's the best response - ANS✔✔ Politely decline his offer by explaining the concepts of dual
boundaries and consumer exploitation
The purpose of involving collateral resources in case management activities is to - ANS✔✔
Obtain resources necessary to assist the client in meeting long and short term goals
Your client recently missed an appointment to get his medication refilled. Your client ask if you
can call his doctor to get him get a new follow up appointment. What is the next step? -
ANS✔✔ Ask your client to sign a release of information so the authorization is documented
One of you agency funders requires case managers to complete a home visit with the client
before starting the assessment process. Your client calls you 320 min before the schedule
