2026–2027 LATEST UPDATE | FULL STUDY GUIDE | EXAM PREP | PRACTICE TEST
| CERTIFICATION PREPARATION
1. A Certified Case Manager’s primary role is to:
A. Provide all medical treatments independently
B. Make healthcare decisions for every client
C. Coordinate services and support clients in achieving optimal outcomes
D. Replace the responsibilities of healthcare providers
Case managers coordinate care, advocate for clients, and facilitate appropriate services across
healthcare settings. They do not replace licensed providers or make decisions outside their
scope of practice.
2. A case manager begins working with a new client. The first step in effective case
management is to:
A. Recommend services immediately
B. Complete a comprehensive assessment of the client’s needs, risks, and goals
C. Contact insurance providers before meeting the client
D. Develop a discharge plan without client input
Assessment is the foundation of case management. Understanding the client’s medical,
psychosocial, functional, and environmental needs allows appropriate planning and
coordination.
3. A case manager advocating for a client is primarily responsible for:
A. Making decisions without client involvement
B. Reducing healthcare costs at all times
C. Ensuring the client’s needs, preferences, and rights are considered
D. Limiting access to healthcare services
Client advocacy involves protecting client rights, promoting informed choices, and ensuring
services align with individual needs and preferences.
, 4. A client refuses a recommended treatment plan after receiving appropriate education. The
case manager should:
A. Force the client to accept treatment
B. Report the client for noncompliance immediately
C. Respect the client’s autonomy while exploring concerns and alternatives
D. End case management services
Clients have the right to make informed decisions about their care. Case managers should
provide support, education, and alternatives while respecting autonomy.
5. The purpose of a comprehensive case management assessment is to:
A. Determine only the client’s diagnosis
B. Identify medical, behavioral, social, and environmental factors affecting outcomes
C. Replace physician evaluations
D. Eliminate the need for follow-up
A comprehensive assessment considers the whole person. Effective case management
addresses multiple factors that influence health, recovery, and quality of life.
6. A case manager identifies that a client has difficulty obtaining transportation to
appointments. The best intervention is to:
A. Ignore the issue because it is not medical
B. Connect the client with appropriate community or transportation resources
C. Cancel future appointments
D. Require the client to solve the problem independently
Transportation is a social determinant of health that can affect care access. Case managers
help identify resources that reduce barriers to successful outcomes.
7. The main purpose of care coordination is to:
A. Increase unnecessary healthcare services
B. Ensure healthcare services are organized, communicated, and delivered effectively
, C. Replace all healthcare providers
D. Eliminate client participation
Care coordination improves communication among providers and supports safe, efficient,
client-centered care.
8. A case manager notices conflicting treatment recommendations from different providers.
The best action is to:
A. Choose one provider’s recommendation independently
B. Ignore the conflict
C. Facilitate communication among providers to promote coordinated care
D. Inform the client that care cannot continue
Case managers help resolve communication gaps between providers. Collaboration promotes
safer and more effective care planning.
9. Confidential client information should be shared:
A. With anyone requesting information
B. On social media if names are removed
C. Only with authorized individuals who have a legitimate need to know
D. Whenever it improves convenience
Confidentiality is a fundamental ethical responsibility. Information should only be disclosed
according to authorization, regulations, and professional standards.
10. A case manager develops goals with a client. Effective goals should be:
A. Determined only by the case manager
B. Impossible to achieve
C. Specific, measurable, realistic, and client-centered
D. Focused only on reducing costs
Effective goals guide care planning and allow progress to be evaluated. Client involvement
improves motivation and outcomes.