CM2 Exam – Study Guide

CM2 Exam – Study Guide

1. Advanced Case Management Principles

 Focus on complex cases with multiple comorbidities or service needs.

 Emphasis on evidence-based interventions and outcomes measurement.

 Interdisciplinary collaboration with healthcare, social services, and community agencies.



2. Client Assessment

 Comprehensive evaluation of physical, behavioral, psychosocial, and financial factors.

 Identify risk factors, barriers, and available resources.

 Use validated assessment tools and periodic reassessments.



3. Advanced Care Planning

 Develop individualized, measurable, and time-bound goals.

 Plan interventions addressing complex medical, behavioral, or social needs.

 Assign responsibilities and monitor outcomes for continuous improvement.



4. Legal and Ethical Responsibilities

 Maintain client confidentiality and comply with HIPAA regulations.

 Follow mandatory reporting laws for abuse, neglect, or exploitation.

 Apply ethical principles: beneficence, non-maleficence, autonomy, justice, fidelity.

 Recognize and address conflicts of interest.



5. Documentation and Reporting

 Objective, accurate, and timely documentation.