CBHCM- CASE MANAGER VERIFIED QUESTIONS
AND CORRECT ANSWERS 2025
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ABprogressBnoteBshouldBinclude:B-BCORRECTBANSWER-
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B referral
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ABclientBrecentlyBmissedBanBappointmentBtoBgetBhisBmedicationBrefilled.BYourBclientBasksBifByouBcan
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B isBdocumented.
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smentBprocess.BTheBclientBcalledBcaseBmanagerB30BminutesBbeforeBtoBtheBscheduleBbecauseBheBre
ceivedBunexpectedBhouseguests.BWhatBisBtheBcaseBmangerBBESTBresponse?B-BCORRECTBANSWER-
CancelBtheBhomeBvisitBandBrescheduleBtheBappointmentBforBaBtime
B whenBhouseguestsBwillBnotBbeBpresent
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ABclientBisBbeingBreferredBtoBanotherBproviderBtoBstepBdownBintoBaBlowerBlevelBofBcare.BYourBclientB
hasBagreedBtoBtheBreferral.BWhatBinformationBcanBbeBdisclosedBtoBtheBnewBprovider?B-
BCORRECTBANSWER-OnlyBtheBinformationBthatBisBspecificallyBidentifiedBinBaBsigned
AND CORRECT ANSWERS 2025
ABformalBprocessBthatBfacilitatesBtheBclinicallyBappropriateBmovementBofBclientsBfromBoneBlevelBofB
careBtoBanother,BincludingBfromBoneBpractitionerBtoBanotherBisBcalled:B-BCORRECTBANSWER-
TransitionalBplanning
UnderBwhatBcircumstancesBcanBsubstanceBuseBinformationBbeBdisclosed?B-BCORRECTBANSWER-
WheneverBaBreleaseBofBinformationBisBsignedBtoBdiscloseBinformation
B toBanotherBpart
WhenBcanByouBshareBinformationBaboutBaBclientBwithBaBthirdBpartyBWITHOUTBaBvalidBreleaseBofBinf
ormationBonBfile?B-BCORRECTBANSWER-WithBaBcourtBorder
TheBMOSTBIMPORTANTBreasonBtoBcommunicateBwithBcollateralBresourcesBduringBinitialBassessme
ntBandBongoingBplanningBisBto:B-BCORRECTBANSWER-
EnsureByouBhaveBaBcompleteBclientBassessment
OfBtheBfollowingBwhichBisBnotBconsideredBaBclientBneed?B-BCORRECTBANSWER-BankBassistance
ABprogressBnoteBshouldBinclude:B-BCORRECTBANSWER-
ActualBevents,BimportantBclientBstatements,BandBdates
WhichBofBtheBfollowingBshouldBtheBcaseBmanagerBknowBbeforeBmakingBformalBandBinformalBreferr
alsBtoBserviceBproviders?B-BCORRECTBANSWER-
TheBeligibilityBcriteriaBofBresourceBagenciesBandBserviceBproviders
YourBclientsBtellByouBthatBhisBsister,BwhoBpaysBherBrentBandBhouseholdBexpenses,BmovedBunexpect
edBtoBanotherBstateBlastBweek.BTheBclientBdoesn'tBhaveBmoneyBtoBaffordBtheBrent.BYourBclientBdoes
n'tBknowBhowBsheBwillBbeBableBtoBobtainBfinancialBassistanceBtoBsolveBherBactualBneed.BWhatBisBthe
BfirstBstepsBtoBhelpBhisBclientB-BCORRECTBANSWER-
ConductBanBassessmentBandBserviceBplanBupdateBtoBincludeBherBnewBfinancial
B needs
YourBclientBhasBjustBrevealedBthatBsheBhasBbeenBinBanBabusiveBrelationshipBforBtwoByearsBandBdoes
n'tBknowBhowBtoBsafetyBleave.BWhatBwouldBbeBanBappropriateBresponseB-BCORRECTBANSWER-
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BofBtheBclient,BwhichBhierarchyBmustBcaseBmanagersBfollowBwhenBdetermineBtheBagencyBtoBassistBt
heBclientB-BCORRECTBANSWER-LawsBandBstatutes,BagencyBoperatingBprocedure,Bfunder
B requirements
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etingBskills,BtheBcaseBmanagerBshouldB-BCORRECTBANSWER-
EnsureBtheBservicesBofferedBmatchBclientBneeds,BthenBmakeBthe
B referral
WhatBisBtheBpurposeBofBongoingBassessmentBbyBtheBcaseBmanager?B-BCORRECTBANSWER-
MonitoringBclientBprogress.
ABclientBisBseekingBassistanceBwithBreemployment.BHeBwasBaBlicensedBcommercialBandBresidentialB
reconstructionBbeforeBheBhadBtoBleaveBtheBworkforceBtoBattendBtoBhisBbehavioralBhealthBissues.BYo
urBclientBneedingBtoBhireBaBhandymanBandBoffersBtoBdoBtheBworkBforByourBfamily.BWhatBisByourBBES
TBresponse?B-BCORRECTBANSWER-PolitelyBdeclineBhisBofferBbyBexplainingBtheBconceptsBofBdual
B boundaries.
TheBprincipalBpurposeBofBinvolvingBcollateralBsourcesBinBcaseBmanagementBactivitiesBisBto:B-
BCORRECTBANSWER-
ObtainBresourcesBnecessaryBtoBassistBtheBclientBinBmeetingBlongBandBshortBtermBgoals
ABclientBrecentlyBmissedBanBappointmentBtoBgetBhisBmedicationBrefilled.BYourBclientBasksBifByouBcan
BcallBhisBdoctorBtoBhelpBhimBgetBaBnewBfollow-upBappointment.BWhatBisBtheBnextBstep?B-
BCORRECTBANSWER-AskByourBclientBtoBsignBaBreleaseBofBinformationBsoBtheBauthorization
B isBdocumented.
CaseBmanagersBhadBscheduledBtoBcompleteBaBhomeBvisitBwithBtheBclientBbeforeBstartingBtheBasses
smentBprocess.BTheBclientBcalledBcaseBmanagerB30BminutesBbeforeBtoBtheBscheduleBbecauseBheBre
ceivedBunexpectedBhouseguests.BWhatBisBtheBcaseBmangerBBESTBresponse?B-BCORRECTBANSWER-
CancelBtheBhomeBvisitBandBrescheduleBtheBappointmentBforBaBtime
B whenBhouseguestsBwillBnotBbeBpresent
WhatBisBtheBmainBpurposeBforBreviewsBofBassessmentBdataBinBcaseBmanagementBservices?B-
BCORRECTBANSWER-OngoingBassessedBneedsBandBnewBones
ABclientBisBbeingBreferredBtoBanotherBproviderBtoBstepBdownBintoBaBlowerBlevelBofBcare.BYourBclientB
hasBagreedBtoBtheBreferral.BWhatBinformationBcanBbeBdisclosedBtoBtheBnewBprovider?B-
BCORRECTBANSWER-OnlyBtheBinformationBthatBisBspecificallyBidentifiedBinBaBsigned