Case Management || with Complete Solutions.
Using strengths, preventing problems correct answers Case management does not focus on
just one problem but on the many issues, strengths and concerns the client brings.
The client's strengths and needs are used to improve the overall situation.
Case management seeks ways to prevent current problems from growing worse.
Early Case Management History correct answers In the late 1800s, there was a need to
formally organize services given to people in need.
The Charity Organization Society took over control of this approach and developed case
work as a useful means of tracking progress of clients.
Recent Case Management History correct answers In the 1960s, individuals once housed in
institutions came into the community to live and needed intense monitoring to adjust.
In the 1980s, the term caseworker became case manager and case managers took on more
responsibility to give support and find innovative solutions.
Today, case managers are a significant part of most social service settings.
Why We Use Case Management correct answers Case management is a method for
determining an individualized plan for each client, then monitoring that plan to be sure it is
effective for the client.
Case management is a process used to ensure that the money being spent for the client's
services is being spent wisely and in the most efficient manner on behalf of the client.
The Individualized Plan correct answers Each client receives a plan that is unique to that
client.
Each client's plan should include:
◦Elements that take advantage of the client's strengths and supports.
◦A means to address the most immediate and pressing problems for that client.
◦Elements that take advantage of the client's social supports, such as family, friends, teachers,
or synagogue.
◦An understanding of the client's goals and preferences.
The Four Case Management Tasks correct answers Assessment
Planning
Linking
Monitoring
Case Management correct answers Case management is a process for assessing the client's
total situation and addressing the needs and problems found.
Case management seeks to improve the quality of life for the client.
Assessment correct answers A case manager's assessment is meant to be comprehensive and
thorough.
Assessment covers many different aspects of the client's life in an attempt to develop an
accurate profile of the client and the client's problem.
Addressing the Presenting problem correct answers First, the case manager assesses the
initial or presenting problem.
,◦Does the problem interfere with the client's functioning at work or socially or interfere with
self-care?
◦What is the background to this problem?
◦How long has this problem gone on?
◦Are there other social, emotional or medical problems that exacerbate the presenting
problem?
Assessment of Needs correct answers A discussion of the problem uncovers what the client
needs.
What does the client need to bring stability to his or her life?
What would be the best way to resolve the problems the client faces?
Assessment of the Client correct answers Is the client able to think clearly and understand
options?
How would you characterize the person's general mood?
What strengths or impediments will you have to work with in the client's environment?
The information from the assessment helps us to formulate a plan for the client.
Planning correct answers A good plan looks at a variety of resources:
◦Formal agencies
Agencies set up to deal with specific problems
◦Generic resources
Entities everyone can use such as clinics, recreational programs, or social groups like Lions
Club
◦Other established community resources
Seminars and support groups which are often free of charge
◦Peer support
Individuals who previously had the same problem helping those who need support
◦Informal and folk support systems
Neighbors, churches, family, and others in the client's life or likely to be available in the
client's life to support the client
Continued Planning correct answers Planning with clients is ongoing:
◦Clients improve and may need an advanced level of planning.
◦Clients' situations may interfere with progress.
◦Circumstances in the client's life or the community change.
◦Crises can occur that need to be addressed before continuing the plan.
Linking correct answers The client is linked to the services and supports that will best meet
the client's needs.
Once there is a plan, the case manager links the client to the service or persons who will carry
out the plan.
The case manager does not carry out the plan, but monitors the plan to be sure others are
carrying it out.
Referral correct answers Linking the person to services is often referred to as a referral.
You indicate on your referral the amount of time you expect the service to take to complete
the client's goal and what service you are seeking for your client.
,Monitoring correct answers It is the case manager's responsibility to monitor the services
being given.
When you monitor a client's service or treatment plan, you do so to:
◦Be certain the treatment or service you authorized for this client is in fact the treatment or
service that is being given.
◦Keep track of the client's progress toward the goals you developed with the client.
◦Be aware of the times when modifications and revisions are necessary.
Case Management is not Therapy correct answers Case management is therapeutic in that it
benefits clients
Case managers do not do clinical therapy for long-standing emotional problems or pervasive
affective disorders
Only those specifically trained to do therapy should act as therapists
Dealing with an MCO correct answers An MCO is a managed care organization
Makes money available for the care of specific populations
An MCO can be a private insurance company or one that deals with public money
Case managers often need to seek permission from MCOs to obtain money for treatments and
services for their clients
What is moral? correct answers Moral choices have to do with culture and socialization
What we feel is right
Often tied to religion
We generally feel guilt when we violate our own moral code
What is ethical correct answers Generally represented in ethical codes
Developed for specific professions
Often required to maintain professional status
Violations result in sanctions and loss of privileges
what is legal correct answers May embody moral and ethical codes
We are talking about the law
Violations are violations of the law - a criminal offense
Courts make decisions about the consequences of illegal behavior
legal, ethical, moral may overlap correct answers What you find to be immoral may not be
embodied in any ethical or legal code
Behaviors deemed unethical in your professional code may be behaviors you never
considered either immoral or illegal
Some behaviors are prohibited in both ethical and legal codes and may be obviously immoral
to you
Dual Relationships correct answers A dual relationship occurs when you and a client to
whom you are giving services have more than one relationship.
Make every effort to a avoid dual relationships.
Your position gives you a position of power.
It is possible to exploit or give the impression of exploiting this power.
When in a situation where a dual relationship cannot be avoided, give the client a choice
about continuing services with you.
, Gifts from Clients correct answers It is best to avoid accepting gifts from clients.
Sometimes clients give gifts with the expectation of receiving special consideration in the
future.
Sometimes, however, they are given out of gratitude and a need to stop always being on the
receiving end.
Accepting the Gift correct answers If you accept a gift from a client:
◦Document the offer and how you responded in the client's chart.
◦Always attempt to accept the gift on behalf of the entire agency rather than as a personal gift
to you.
◦Acceptance can pose a conflict of interest
Sexual or romantic relationships correct answers Sexual or romantic relationships with clients
are almost always illegal and always completely unethical.
For clients, the respectful and concerned relationship they form with a case manager may be
the first time they have experienced such a relationship.
For a case manager who is facing difficulties in his or her own life, a sensitive and concerned
client is appealing.
Who is responsible correct answers It is the case manager's job to make sure that sexual or
romantic relationships do not develop!
Relationships with clients are exploitive, can add to client's emotional burdens, and will
always involve a power differential.
◦One person is the helper with all the answers and resources while the other is the person with
all the problems.
avoiding value conflicts correct answers Be respectful of attitudes and lifestyles that differ
from your own.
Never practice prejudice toward minorities, those with disabilities, or those with differing
sexual preferences.
Always give your best service to your client, even when you disagree with the person.
Never attempt to change a client's values to coincide with your own.
Self- Determination correct answers Clients have the right to self-determination.
◦This includes:
The right to research their diagnosis and treatment and ask questions about it
The right to make mistakes
The right to decide when and for how long they will use the services of an agency or engage
in treatment
Government and other funding sources are asking case managers to talk to clients about what
clients envision for themselves in the future beyond grappling with social and emotional
problems.
Informed Consent correct answers A client always has the right to consent to or withdraw
from services.
The client has the right to be informed about:
◦Side effects, adverse effects, or negative consequences that could occur as a result of
treatment, medication, or procedures
◦Any risks that might occur if the client elects not to follow through with treatment or
services
Using strengths, preventing problems correct answers Case management does not focus on
just one problem but on the many issues, strengths and concerns the client brings.
The client's strengths and needs are used to improve the overall situation.
Case management seeks ways to prevent current problems from growing worse.
Early Case Management History correct answers In the late 1800s, there was a need to
formally organize services given to people in need.
The Charity Organization Society took over control of this approach and developed case
work as a useful means of tracking progress of clients.
Recent Case Management History correct answers In the 1960s, individuals once housed in
institutions came into the community to live and needed intense monitoring to adjust.
In the 1980s, the term caseworker became case manager and case managers took on more
responsibility to give support and find innovative solutions.
Today, case managers are a significant part of most social service settings.
Why We Use Case Management correct answers Case management is a method for
determining an individualized plan for each client, then monitoring that plan to be sure it is
effective for the client.
Case management is a process used to ensure that the money being spent for the client's
services is being spent wisely and in the most efficient manner on behalf of the client.
The Individualized Plan correct answers Each client receives a plan that is unique to that
client.
Each client's plan should include:
◦Elements that take advantage of the client's strengths and supports.
◦A means to address the most immediate and pressing problems for that client.
◦Elements that take advantage of the client's social supports, such as family, friends, teachers,
or synagogue.
◦An understanding of the client's goals and preferences.
The Four Case Management Tasks correct answers Assessment
Planning
Linking
Monitoring
Case Management correct answers Case management is a process for assessing the client's
total situation and addressing the needs and problems found.
Case management seeks to improve the quality of life for the client.
Assessment correct answers A case manager's assessment is meant to be comprehensive and
thorough.
Assessment covers many different aspects of the client's life in an attempt to develop an
accurate profile of the client and the client's problem.
Addressing the Presenting problem correct answers First, the case manager assesses the
initial or presenting problem.
,◦Does the problem interfere with the client's functioning at work or socially or interfere with
self-care?
◦What is the background to this problem?
◦How long has this problem gone on?
◦Are there other social, emotional or medical problems that exacerbate the presenting
problem?
Assessment of Needs correct answers A discussion of the problem uncovers what the client
needs.
What does the client need to bring stability to his or her life?
What would be the best way to resolve the problems the client faces?
Assessment of the Client correct answers Is the client able to think clearly and understand
options?
How would you characterize the person's general mood?
What strengths or impediments will you have to work with in the client's environment?
The information from the assessment helps us to formulate a plan for the client.
Planning correct answers A good plan looks at a variety of resources:
◦Formal agencies
Agencies set up to deal with specific problems
◦Generic resources
Entities everyone can use such as clinics, recreational programs, or social groups like Lions
Club
◦Other established community resources
Seminars and support groups which are often free of charge
◦Peer support
Individuals who previously had the same problem helping those who need support
◦Informal and folk support systems
Neighbors, churches, family, and others in the client's life or likely to be available in the
client's life to support the client
Continued Planning correct answers Planning with clients is ongoing:
◦Clients improve and may need an advanced level of planning.
◦Clients' situations may interfere with progress.
◦Circumstances in the client's life or the community change.
◦Crises can occur that need to be addressed before continuing the plan.
Linking correct answers The client is linked to the services and supports that will best meet
the client's needs.
Once there is a plan, the case manager links the client to the service or persons who will carry
out the plan.
The case manager does not carry out the plan, but monitors the plan to be sure others are
carrying it out.
Referral correct answers Linking the person to services is often referred to as a referral.
You indicate on your referral the amount of time you expect the service to take to complete
the client's goal and what service you are seeking for your client.
,Monitoring correct answers It is the case manager's responsibility to monitor the services
being given.
When you monitor a client's service or treatment plan, you do so to:
◦Be certain the treatment or service you authorized for this client is in fact the treatment or
service that is being given.
◦Keep track of the client's progress toward the goals you developed with the client.
◦Be aware of the times when modifications and revisions are necessary.
Case Management is not Therapy correct answers Case management is therapeutic in that it
benefits clients
Case managers do not do clinical therapy for long-standing emotional problems or pervasive
affective disorders
Only those specifically trained to do therapy should act as therapists
Dealing with an MCO correct answers An MCO is a managed care organization
Makes money available for the care of specific populations
An MCO can be a private insurance company or one that deals with public money
Case managers often need to seek permission from MCOs to obtain money for treatments and
services for their clients
What is moral? correct answers Moral choices have to do with culture and socialization
What we feel is right
Often tied to religion
We generally feel guilt when we violate our own moral code
What is ethical correct answers Generally represented in ethical codes
Developed for specific professions
Often required to maintain professional status
Violations result in sanctions and loss of privileges
what is legal correct answers May embody moral and ethical codes
We are talking about the law
Violations are violations of the law - a criminal offense
Courts make decisions about the consequences of illegal behavior
legal, ethical, moral may overlap correct answers What you find to be immoral may not be
embodied in any ethical or legal code
Behaviors deemed unethical in your professional code may be behaviors you never
considered either immoral or illegal
Some behaviors are prohibited in both ethical and legal codes and may be obviously immoral
to you
Dual Relationships correct answers A dual relationship occurs when you and a client to
whom you are giving services have more than one relationship.
Make every effort to a avoid dual relationships.
Your position gives you a position of power.
It is possible to exploit or give the impression of exploiting this power.
When in a situation where a dual relationship cannot be avoided, give the client a choice
about continuing services with you.
, Gifts from Clients correct answers It is best to avoid accepting gifts from clients.
Sometimes clients give gifts with the expectation of receiving special consideration in the
future.
Sometimes, however, they are given out of gratitude and a need to stop always being on the
receiving end.
Accepting the Gift correct answers If you accept a gift from a client:
◦Document the offer and how you responded in the client's chart.
◦Always attempt to accept the gift on behalf of the entire agency rather than as a personal gift
to you.
◦Acceptance can pose a conflict of interest
Sexual or romantic relationships correct answers Sexual or romantic relationships with clients
are almost always illegal and always completely unethical.
For clients, the respectful and concerned relationship they form with a case manager may be
the first time they have experienced such a relationship.
For a case manager who is facing difficulties in his or her own life, a sensitive and concerned
client is appealing.
Who is responsible correct answers It is the case manager's job to make sure that sexual or
romantic relationships do not develop!
Relationships with clients are exploitive, can add to client's emotional burdens, and will
always involve a power differential.
◦One person is the helper with all the answers and resources while the other is the person with
all the problems.
avoiding value conflicts correct answers Be respectful of attitudes and lifestyles that differ
from your own.
Never practice prejudice toward minorities, those with disabilities, or those with differing
sexual preferences.
Always give your best service to your client, even when you disagree with the person.
Never attempt to change a client's values to coincide with your own.
Self- Determination correct answers Clients have the right to self-determination.
◦This includes:
The right to research their diagnosis and treatment and ask questions about it
The right to make mistakes
The right to decide when and for how long they will use the services of an agency or engage
in treatment
Government and other funding sources are asking case managers to talk to clients about what
clients envision for themselves in the future beyond grappling with social and emotional
problems.
Informed Consent correct answers A client always has the right to consent to or withdraw
from services.
The client has the right to be informed about:
◦Side effects, adverse effects, or negative consequences that could occur as a result of
treatment, medication, or procedures
◦Any risks that might occur if the client elects not to follow through with treatment or
services
