CBHCM- CASE MANAGER EXAM WITH
COMPLETE SOLUTIONS
A hformal hprocess hthat hfacilitates hthe hclinically happropriate hmovement hof hclients
hfrom hone hlevel hof hcare hto hanother, hincluding hfrom hone hpractitioner hto hanother
his hcalled: h- hcorrect hanswers h-Transitional hplanning
Under hwhat hcircumstances hcan hsubstance huse hinformation hbe hdisclosed? h-
hcorrect hanswers h-Whenever ha hrelease hof hinformation his hsigned hto hdisclose
hinformation
hto hanother hpart
When hcan hyou hshare hinformation habout ha hclient hwith ha hthird hparty hWITHOUT ha
hvalid hrelease hof hinformation hon hfile? h- hcorrect hanswers h-With ha hcourt horder
The hMOST hIMPORTANT hreason hto hcommunicate hwith hcollateral hresources hduring
hinitial hassessment hand hongoing hplanning his hto: h- hcorrect hanswers h-Ensure hyou
hhave ha hcomplete hclient hassessment
, Of hthe hfollowing hwhich his hnot hconsidered ha hclient hneed? h- hcorrect hanswers h-
Bank hassistance
A hprogress hnote hshould hinclude: h- hcorrect hanswers h-Actual hevents, himportant
hclient hstatements, hand hdates
Which hof hthe hfollowing hshould hthe hcase hmanager hknow hbefore hmaking hformal
hand hinformal hreferrals hto hservice hproviders? h- hcorrect hanswers h-The heligibility
hcriteria hof hresource hagencies hand hservice hproviders
Your hclients htell hyou hthat hhis hsister, hwho hpays hher hrent hand hhousehold
hexpenses, hmoved hunexpected hto hanother hstate hlast hweek. hThe hclient hdoesn't
hhave hmoney hto hafford hthe hrent. hYour hclient hdoesn't hknow hhow hshe hwill hbe hable
hto hobtain hfinancial hassistance hto hsolve hher hactual hneed. hWhat his hthe hfirst hsteps
hto hhelp hhis hclient h- hcorrect hanswers h-Conduct han hassessment hand hservice hplan
hupdate hto hinclude hher hnew hfinancial
hneeds
Your hclient hhas hjust hrevealed hthat hshe hhas hbeen hin han habusive hrelationship hfor
htwo hyears hand hdoesn't hknow hhow hto hsafety hleave. hWhat hwould hbe han
happropriate hresponse h- hcorrect hanswers h-Engage hthe hclient hin hdeveloping ha
hsafety hplan
Many hprogram hfunders hregulatory hagencies, hand hothers hset hdocumentation
htimelines. hRegardless hof hthe hclient, hwhich hhierarchy hmust hcase hmanagers hfollow
hwhen hdetermine hthe hagency hto hassist hthe hclient h- hcorrect hanswers h-Laws hand
hstatutes, hagency hoperating hprocedure, hfunder
hrequirements
When ha hcase hmanager hlocates ha hreliable hresource hfor ha hcommon hclient hneed,
hsuch has hfamily hbudgeting hskills, hthe hcase hmanager hshould h- hcorrect hanswers h-
Ensure hthe hservices hoffered hmatch hclient hneeds, hthen hmake hthe
hreferral
What his hthe hpurpose hof hongoing hassessment hby hthe hcase hmanager? h- hcorrect
hanswers h-Monitoring hclient hprogress.
A hclient his hseeking hassistance hwith hreemployment. hHe hwas ha hlicensed
hcommercial hand hresidential hreconstruction hbefore hhe hhad hto hleave hthe hworkforce
hto hattend hto hhis hbehavioral hhealth hissues. hYour hclient hneeding hto hhire ha
hhandyman hand hoffers hto hdo hthe hwork hfor hyour hfamily. hWhat his hyour hBEST
hresponse? h- hcorrect hanswers h-Politely hdecline hhis hoffer hby hexplaining hthe
hconcepts hof hdual
hboundaries.
COMPLETE SOLUTIONS
A hformal hprocess hthat hfacilitates hthe hclinically happropriate hmovement hof hclients
hfrom hone hlevel hof hcare hto hanother, hincluding hfrom hone hpractitioner hto hanother
his hcalled: h- hcorrect hanswers h-Transitional hplanning
Under hwhat hcircumstances hcan hsubstance huse hinformation hbe hdisclosed? h-
hcorrect hanswers h-Whenever ha hrelease hof hinformation his hsigned hto hdisclose
hinformation
hto hanother hpart
When hcan hyou hshare hinformation habout ha hclient hwith ha hthird hparty hWITHOUT ha
hvalid hrelease hof hinformation hon hfile? h- hcorrect hanswers h-With ha hcourt horder
The hMOST hIMPORTANT hreason hto hcommunicate hwith hcollateral hresources hduring
hinitial hassessment hand hongoing hplanning his hto: h- hcorrect hanswers h-Ensure hyou
hhave ha hcomplete hclient hassessment
, Of hthe hfollowing hwhich his hnot hconsidered ha hclient hneed? h- hcorrect hanswers h-
Bank hassistance
A hprogress hnote hshould hinclude: h- hcorrect hanswers h-Actual hevents, himportant
hclient hstatements, hand hdates
Which hof hthe hfollowing hshould hthe hcase hmanager hknow hbefore hmaking hformal
hand hinformal hreferrals hto hservice hproviders? h- hcorrect hanswers h-The heligibility
hcriteria hof hresource hagencies hand hservice hproviders
Your hclients htell hyou hthat hhis hsister, hwho hpays hher hrent hand hhousehold
hexpenses, hmoved hunexpected hto hanother hstate hlast hweek. hThe hclient hdoesn't
hhave hmoney hto hafford hthe hrent. hYour hclient hdoesn't hknow hhow hshe hwill hbe hable
hto hobtain hfinancial hassistance hto hsolve hher hactual hneed. hWhat his hthe hfirst hsteps
hto hhelp hhis hclient h- hcorrect hanswers h-Conduct han hassessment hand hservice hplan
hupdate hto hinclude hher hnew hfinancial
hneeds
Your hclient hhas hjust hrevealed hthat hshe hhas hbeen hin han habusive hrelationship hfor
htwo hyears hand hdoesn't hknow hhow hto hsafety hleave. hWhat hwould hbe han
happropriate hresponse h- hcorrect hanswers h-Engage hthe hclient hin hdeveloping ha
hsafety hplan
Many hprogram hfunders hregulatory hagencies, hand hothers hset hdocumentation
htimelines. hRegardless hof hthe hclient, hwhich hhierarchy hmust hcase hmanagers hfollow
hwhen hdetermine hthe hagency hto hassist hthe hclient h- hcorrect hanswers h-Laws hand
hstatutes, hagency hoperating hprocedure, hfunder
hrequirements
When ha hcase hmanager hlocates ha hreliable hresource hfor ha hcommon hclient hneed,
hsuch has hfamily hbudgeting hskills, hthe hcase hmanager hshould h- hcorrect hanswers h-
Ensure hthe hservices hoffered hmatch hclient hneeds, hthen hmake hthe
hreferral
What his hthe hpurpose hof hongoing hassessment hby hthe hcase hmanager? h- hcorrect
hanswers h-Monitoring hclient hprogress.
A hclient his hseeking hassistance hwith hreemployment. hHe hwas ha hlicensed
hcommercial hand hresidential hreconstruction hbefore hhe hhad hto hleave hthe hworkforce
hto hattend hto hhis hbehavioral hhealth hissues. hYour hclient hneeding hto hhire ha
hhandyman hand hoffers hto hdo hthe hwork hfor hyour hfamily. hWhat his hyour hBEST
hresponse? h- hcorrect hanswers h-Politely hdecline hhis hoffer hby hexplaining hthe
hconcepts hof hdual
hboundaries.
