A formal process that facilitates de clinically appropriate
movement of clients from one level of care to another, transition planning
including from one practitioner to another is called:
Under what circumstances can substance use information Whenever a release of information is signed to disclose
be disclosed? information to another part
When can you share information about a client with a third Never, information can only be released when the release
party WITHOUT a valid release of information on file? is on file
The MOST IMPORTANT reason to communicate with col-
lateral resources during initial assessment and ongoing ensure you have a complete client assessment
planning are to:
Of the following which is considered a client need? Social skills
A progress note should include: Factual events, important client statements, and dates
Which of the following should the case manager know
the eligibility criteria of resource agencies and service
before making formal and informal referrals to service
providers
providers?
Your client tells you that her brother, who pays her rent and
conduct an assessment and service plan update to include
household expenses, died unexpectedly last week without
her new financial needs.
a will. Your client doesn't know how she will be able to.
Your client has just revealed that she has been in an
abusive relationship for two years and doesn't know how
Engage the client in developing a safety plan
to safely leave. What would be an appropriate response
as ...
Many program funders regulatory agencies, and others
set documentation timelines. Regardless of the client, Laws and statutes, agency operating procedure, funder
which hierarchy must case managers follow when deter- requirements
mining
ensure the services ottered match client needs, then make
the referral
, CBHCM Exam Test Questions and Answers Graded A+
When a case manager locates a reliable resource for a
common client need, such as family budgeting skills, he
or she should
What is the purpose of ongoing assessment by the case
Monitoring client progress
manager?
One of your clients is seeking assistance with re-em-
ployment. He was a licensed commercial and residential
painter before he had to leave the workforce to attend to Politely decline his otter by explaining the concepts of dual
his behavioral health boundaries and consumer exploitation.
issues. Your client ove needing to hire a home painter and
otters to do the work for you. What is your BEST response?
The purpose of involving collateral sources in case man- obtain resources necessary to assist the client in meeting
agement activities is to: long-and short term goes.
Your client recently missed an appointment to get his
medication refilled. Your client asks if you can call his Ask your client to sign a release of information so the
doctor to help him get a new follow-up appointment. authorization is documented
What is the next step?
One of your agency funders requires case managers to
complete a home visit with the client before starting the Cancel the home visit and reschedule the appointment for
assessment process. Your client calls you 320 minutes a time when houseguests will
before the scheduled unexpected houseguests. What is not be present.
your BEST response?
What is the main purpose for reviews of assessment data
Treatment placement
in case management services?
Your client is being referred to another provider to step
down into a lower level of care. Your client has agreed to Only the information that is specifically identified in a
the referral. What information can be disclosed to the new signed release of information.
provider?