Intro To Case Management Final Exam
Review LATEST 3 VERSIONS
QUESTIONS AND ANSWERS WITH
STUDY GUIDE DETAILED AND
VERIFIED FOR GUARANTEED PASS,
LATEST UPDATE 2025,2026 GRADED A
Types of Agencies that Provide Case Management Services... - CORRECT ANSWER
-Child welfare, hospitals, schools, Nursing homes, inpatient or outpatient mental health,
drug and alcohol, vocational services, juvenile detention programs, homeless shelters,
& criminal justice system
Vulnerable populations case managers provide services to... - CORRECT ANSWER
-Older adults,
-clients with chronic mental illness,
-clients with physical disabilities,
-LGBTQ+
-clients struggling with substance abuse,
-those who have experienced trauma,
-clients who have been abused or neglected,
-those involved with criminal justice system
Voluntary, non-voluntary, and involuntary clients - CORRECT ANSWER 1.
Voluntary
-Client comes on their own and asks for help
2. Non-voluntary
-Client is coming because of pressure to come
EX: child brought by other due to behavior
OR wife tells husband to come or she will leave him
3. Involuntary or Mandated
-Court orders them to participate in program
EX: juvenile delinquency, rehabilitation services
3 Phases of case management:
,Assessment, Planning, Implementation - CORRECT ANSWER Assessment:-study
of client and their environment-initial contact is starting point for assessing info. about
client
EX- completing forms, gathering insurance info.
Planning:-determining future service delivery in organized way-what services will be
provided and how they're arranged-provide them with proper evaluations
Implementation:-service plan is carried out and evaluated-monitoring services at this
phase, see effectiveness
Advocacy - CORRECT ANSWER -The act or process of representing the interests
of the client and teaching the client to advocate for him/herself
Continuity of Care - CORRECT ANSWER -Delivering uninterrupted care to patient
from the moment they go through intake, to termination
-Maintain relationship with client's family
Client Empowerment - CORRECT ANSWER -Respecting clients as individuals,
building on their strengths and interests, moving them towards self-sufficiency
-All individuals regardless of disability, have integrity and worth
Self-Determination - CORRECT ANSWER -Allowing clients to chose goals and
interventions
-Includes respect for the client and their need of services
-Clients may need to be taught decision-making or problem-solving skills
(CHAPTER 2) Deinstitutionalization in the 1970s and the impact on Case Management
- CORRECT ANSWER -Had positive and negative impacts...
Positive:
-released individuals who were forced to stay in psychiatric institutions
Negatives:
-people were homeless once released, some require isolation for treatment
Social Security Act - CORRECT ANSWER -Established SSI programs
-Cash income to low-income person with a disability (or mental illness)
-For children and adults
Older American Act - CORRECT ANSWER -Aimed at providing comprehensive
services for older adults
-Established in 1965
Medicare and Medicaid - CORRECT ANSWER Medicare:
-Fed. health insurance plan for people over 65
,-Certain young people with disabilities and End Stage Renal Cancer also apply
-Covers medical services and in-home care (hospice)
Medicaid:
-Fed. health insurance program that helps people with low-income and resources
receive medical services
-Depends on income unlike Medicare
Utilization Review - CORRECT ANSWER -Authorizing and denying services
-Process claims through insurance company
(CHAPTER 3) Roles in case management:
Advocate, broker, coordinator, consultant, cost containment - CORRECT ANSWER
1. Advocate
-speaks on behalf of clients when they are unable to do so. The case manager
represents the interests of the client, helping to gain access to services or improve their
quality
-@ organizational level, the case manager serves as a community organizer who
influences the policies that control eligibility and access to service
2. Broker
-role in which the case manager links client with needed services
-broker helps the client choose the most appropriate service and negotiates the terms of
service delivery
3. Coordinator
-role in which the case manager works with other professionals and agency staff to
ensure that services are integrated and to expedite service
-The case manager can help the client with problems such as ineligibility, seemingly
closed doors, poor service quality, and irrelevant services
4. Consultant
-an outside professional with the expertise to identify a problem, study it, and make
recommendations
-An organization many need assistance with such matters as cost analysis, quality
control, and organizational structure
5. Cost Containment
-agency representative who follows guidelines for allocating resources and advocates
for the client's needs
Roles in case management cont...
counselor, planner, problem solver, record keeper - CORRECT ANSWER 6.
Counselor
-or therapist; maintains a primary relationship with the client and his/her family regarding
mental health concerns
-used in school settings
7. Planner
-prepares for the service or treatment that the client is to receive
, -The planner evaluates to determine the client's functioning and to assess service
provision
8. Problem Solver
-goal of this role is to help make clients self-sufficient by helping them determine their
strengths, find alternatives to their current situations, and learn to solve their own
problems
-The case manager is continually involved in problem solving; many problems arise
unexpectedly, and time must be allotted each day for them
9. Record Keeper
-maintains detailed information relating to all contracts and services
-Good documentation constitutes the linking element in the case management process
Organizational abilities - CORRECT ANSWER -The ability to manage and
organize multiple items and responsibilities
-Disorganization adversely affects clients
Concept of Time - CORRECT ANSWER Influences case management through
organizing, budgeting, scheduling, responding, balancing, and
slowing down
-Case managers also have to complete documentation
-Difficulty with time management arises from unpredictably in the workday, external
deadlines, and
ever-changing bureaucracy.
-Organizing is a critical survival skill
Communication Skills - CORRECT ANSWER -listening, questioning, and
persuading
-These skills help establish relationships, identify problems, and move through the case
management process
Boundaries - CORRECT ANSWER -Rules and limits between themselves and
their clients
Critical Thinking - CORRECT ANSWER -Critically and clearly, asking the right
questions, not taking things at face value, continually evaluating, and assessing
communication as it is happening
(CHAPTER 4) Confidentiality and Exceptions - CORRECT ANSWER -
Fundamental to developing a relationship between the helper and the client
-Information disclosed during the helping process is kept in confidence
-Confidentiality helps the client feel free to share concerns and issues
-Trust between the helper and the client is a prerequisite to the success of their
relationship
EXCEPTIONS:
Review LATEST 3 VERSIONS
QUESTIONS AND ANSWERS WITH
STUDY GUIDE DETAILED AND
VERIFIED FOR GUARANTEED PASS,
LATEST UPDATE 2025,2026 GRADED A
Types of Agencies that Provide Case Management Services... - CORRECT ANSWER
-Child welfare, hospitals, schools, Nursing homes, inpatient or outpatient mental health,
drug and alcohol, vocational services, juvenile detention programs, homeless shelters,
& criminal justice system
Vulnerable populations case managers provide services to... - CORRECT ANSWER
-Older adults,
-clients with chronic mental illness,
-clients with physical disabilities,
-LGBTQ+
-clients struggling with substance abuse,
-those who have experienced trauma,
-clients who have been abused or neglected,
-those involved with criminal justice system
Voluntary, non-voluntary, and involuntary clients - CORRECT ANSWER 1.
Voluntary
-Client comes on their own and asks for help
2. Non-voluntary
-Client is coming because of pressure to come
EX: child brought by other due to behavior
OR wife tells husband to come or she will leave him
3. Involuntary or Mandated
-Court orders them to participate in program
EX: juvenile delinquency, rehabilitation services
3 Phases of case management:
,Assessment, Planning, Implementation - CORRECT ANSWER Assessment:-study
of client and their environment-initial contact is starting point for assessing info. about
client
EX- completing forms, gathering insurance info.
Planning:-determining future service delivery in organized way-what services will be
provided and how they're arranged-provide them with proper evaluations
Implementation:-service plan is carried out and evaluated-monitoring services at this
phase, see effectiveness
Advocacy - CORRECT ANSWER -The act or process of representing the interests
of the client and teaching the client to advocate for him/herself
Continuity of Care - CORRECT ANSWER -Delivering uninterrupted care to patient
from the moment they go through intake, to termination
-Maintain relationship with client's family
Client Empowerment - CORRECT ANSWER -Respecting clients as individuals,
building on their strengths and interests, moving them towards self-sufficiency
-All individuals regardless of disability, have integrity and worth
Self-Determination - CORRECT ANSWER -Allowing clients to chose goals and
interventions
-Includes respect for the client and their need of services
-Clients may need to be taught decision-making or problem-solving skills
(CHAPTER 2) Deinstitutionalization in the 1970s and the impact on Case Management
- CORRECT ANSWER -Had positive and negative impacts...
Positive:
-released individuals who were forced to stay in psychiatric institutions
Negatives:
-people were homeless once released, some require isolation for treatment
Social Security Act - CORRECT ANSWER -Established SSI programs
-Cash income to low-income person with a disability (or mental illness)
-For children and adults
Older American Act - CORRECT ANSWER -Aimed at providing comprehensive
services for older adults
-Established in 1965
Medicare and Medicaid - CORRECT ANSWER Medicare:
-Fed. health insurance plan for people over 65
,-Certain young people with disabilities and End Stage Renal Cancer also apply
-Covers medical services and in-home care (hospice)
Medicaid:
-Fed. health insurance program that helps people with low-income and resources
receive medical services
-Depends on income unlike Medicare
Utilization Review - CORRECT ANSWER -Authorizing and denying services
-Process claims through insurance company
(CHAPTER 3) Roles in case management:
Advocate, broker, coordinator, consultant, cost containment - CORRECT ANSWER
1. Advocate
-speaks on behalf of clients when they are unable to do so. The case manager
represents the interests of the client, helping to gain access to services or improve their
quality
-@ organizational level, the case manager serves as a community organizer who
influences the policies that control eligibility and access to service
2. Broker
-role in which the case manager links client with needed services
-broker helps the client choose the most appropriate service and negotiates the terms of
service delivery
3. Coordinator
-role in which the case manager works with other professionals and agency staff to
ensure that services are integrated and to expedite service
-The case manager can help the client with problems such as ineligibility, seemingly
closed doors, poor service quality, and irrelevant services
4. Consultant
-an outside professional with the expertise to identify a problem, study it, and make
recommendations
-An organization many need assistance with such matters as cost analysis, quality
control, and organizational structure
5. Cost Containment
-agency representative who follows guidelines for allocating resources and advocates
for the client's needs
Roles in case management cont...
counselor, planner, problem solver, record keeper - CORRECT ANSWER 6.
Counselor
-or therapist; maintains a primary relationship with the client and his/her family regarding
mental health concerns
-used in school settings
7. Planner
-prepares for the service or treatment that the client is to receive
, -The planner evaluates to determine the client's functioning and to assess service
provision
8. Problem Solver
-goal of this role is to help make clients self-sufficient by helping them determine their
strengths, find alternatives to their current situations, and learn to solve their own
problems
-The case manager is continually involved in problem solving; many problems arise
unexpectedly, and time must be allotted each day for them
9. Record Keeper
-maintains detailed information relating to all contracts and services
-Good documentation constitutes the linking element in the case management process
Organizational abilities - CORRECT ANSWER -The ability to manage and
organize multiple items and responsibilities
-Disorganization adversely affects clients
Concept of Time - CORRECT ANSWER Influences case management through
organizing, budgeting, scheduling, responding, balancing, and
slowing down
-Case managers also have to complete documentation
-Difficulty with time management arises from unpredictably in the workday, external
deadlines, and
ever-changing bureaucracy.
-Organizing is a critical survival skill
Communication Skills - CORRECT ANSWER -listening, questioning, and
persuading
-These skills help establish relationships, identify problems, and move through the case
management process
Boundaries - CORRECT ANSWER -Rules and limits between themselves and
their clients
Critical Thinking - CORRECT ANSWER -Critically and clearly, asking the right
questions, not taking things at face value, continually evaluating, and assessing
communication as it is happening
(CHAPTER 4) Confidentiality and Exceptions - CORRECT ANSWER -
Fundamental to developing a relationship between the helper and the client
-Information disclosed during the helping process is kept in confidence
-Confidentiality helps the client feel free to share concerns and issues
-Trust between the helper and the client is a prerequisite to the success of their
relationship
EXCEPTIONS:
