Intro To Case Management Final Exam
Review LATEST 2 VERSIONS
QUESTIONS AND ANSWERS WITH
STUDY GUIDE DETAILED AND
VERIFIED FOR GUARANTEED PASS,
LATEST UPDATE 2025,2026 GRADED A
What are the guidelines for filling out forms? - CORRECT ANSWER
1. Use black ink. Never use a pencil to fill out a form.
2. Do not use correction liquid on forms; it is not permissible.
3. Be sure to sign and date any form you complete or note you write.
4. N/A (Not Applicable) is generally used where there is no answer or
the question does not apply to the client.
What are the steps for filling out the new referral or inquiry form? -
CORRECT ANSWER Step One: Place the person's name, sex,
date of birth, and address at the top of the form in the spaces
provided.
Step Two: Place a home phone number on the form, and the work
number of the client if the client is working.
Step Three: The designated client will either:
a. be a minor and have a parent or guardian, in which case you circle
or underline "parent" on the form and write in the name of the parent,
or
b. be an adult with a spouse, in which case you underline or circle
"spouse" on the form and write in the name of spouse, or
c. be neither of these, in which case you write N/A in big letters on
that line.
,Step Four: If the person is employed, place the name of the employer
on that line. If the person is not employed, place N/A on that line.
Step Five: If the person is in school, place the name of the school
(complete with what kind of school--- college, elementary school, high
school) on that line. If the person is not in school, place N/A on that
line.
Step Six: The individual will either be:
A. a self-referral meaning the person found out about your agency
through the phone book or a friend and called in on his or her own. If
that is the case, write "self" on that line. Most calls are self-referrals
or
B. Referred by a doctor or other professional. In that case, place that
person's name on the line.
Step Seven: Under the section marked "Chief Complaint," always tell
why the person called today.
Step Eight: Under previous treatment, keep the notes brief, just note
when, where and with whom if you know that, and for what.
Step Nine: The intake is "taken by" you. This is the first place your
name is to appear on this form. Put the date of the intake next to your
name.
Step 10: Under "Disposition" note the name of the person to whom
you refer the new client for intake and the date of the intake appo
In thinking about what the caller has told you about why he or she
called, choose the most important points. True or false? - CORRECT
ANSWER True
What are some guidelines to keep in mind when capturing the
highlights of the chief complaint? - CORRECT ANSWER 1. Keep
the reasons from being too complicated.
2. Be very specific.
3. Keep the reason for the call brief.
,Complete your note with a single sentence that indicates how the
caller seemed to you. For example, you can mention how the client
sounded. True or false? - CORRECT ANSWER True
Not all agencies use verification letters. Those that do, do so to
confirm for people the appointments that were made with them for an
initial intake in the office. True or false? - CORRECT ANSWER
True
The general purpose of the first interview is to begin the
___________________ process. - CORRECT ANSWER
assessment
The assessment process establishes the following basic information
about the person. What is that basic information? - CORRECT
ANSWER 1. Strengths, including external support systems, talents,
successes, capabilities, and positive attitudes and events the person
defines as a success.
2. Weaknesses, including gaps in the external support system, lack of
experience or information, negative attitudes, and events the person
defines as failures.
3. Current problems that caused this individual to seek help now.
4. Potential problems
5. A sense of who this person is.
What three tasks should the case manager accomplish in the first
interview? - CORRECT ANSWER 1. Listen and convey an
accurate understanding of clients' perceptions about themselves and
their problems.
2. You formulate a professional understanding of what it is the
individual is experiencing and what this person will need while being
served by your agency.
, 3. Strive to establish rapport with clients so that they feel comfortable
with you and with your agency.
In most cases, people have recognized the need for help; but in a few
cases, they may feel they do not need to be in your agency. The
courts mandate that some individuals seek help or face jail or the
permanent removal of their children. In situations in which clients feel
forced to come to your agency, you may encounter hostility. In either
case, you must indicate that you have heard all of their concerns
about being there. You can convey this through your ability to reflect
back how clients are feeling about being in the agency. True or false?
- CORRECT ANSWER True
Even when people believe they need help, they may not be clear
about what their problems are or how the agency can help them. They
may be clear that the current situation is painful, but unclear about
how to describe it. They may know things seem out of control, but be
unable to describe the impact their situation is having on them
emotionally. True or false? - CORRECT ANSWER True
Most case managers have an office or place where they see the
people to whom they are giving service. Sometimes case managers
share an interview room. Case managers should look at their office or
interview room. They should be sure that it is a place in which they
would feel comfortable while confiding in another person. Is it warm
and comfortable or utilitarian? Are there comfortable chairs? Is it free
of harsh lighting? Are the walls attractive? - CORRECT ANSWER
The Office of a Case Manager
It is probably best not to have personal pictures sitting in a case
manager's office. One cannot be sure how their clients will view these
or what meaning they may find in them. True or false? - CORRECT
ANSWER True
In a case manager's office, there needs to be a comfortable place for
the person to sit facing you. You want her to be able to talk to you in a
Review LATEST 2 VERSIONS
QUESTIONS AND ANSWERS WITH
STUDY GUIDE DETAILED AND
VERIFIED FOR GUARANTEED PASS,
LATEST UPDATE 2025,2026 GRADED A
What are the guidelines for filling out forms? - CORRECT ANSWER
1. Use black ink. Never use a pencil to fill out a form.
2. Do not use correction liquid on forms; it is not permissible.
3. Be sure to sign and date any form you complete or note you write.
4. N/A (Not Applicable) is generally used where there is no answer or
the question does not apply to the client.
What are the steps for filling out the new referral or inquiry form? -
CORRECT ANSWER Step One: Place the person's name, sex,
date of birth, and address at the top of the form in the spaces
provided.
Step Two: Place a home phone number on the form, and the work
number of the client if the client is working.
Step Three: The designated client will either:
a. be a minor and have a parent or guardian, in which case you circle
or underline "parent" on the form and write in the name of the parent,
or
b. be an adult with a spouse, in which case you underline or circle
"spouse" on the form and write in the name of spouse, or
c. be neither of these, in which case you write N/A in big letters on
that line.
,Step Four: If the person is employed, place the name of the employer
on that line. If the person is not employed, place N/A on that line.
Step Five: If the person is in school, place the name of the school
(complete with what kind of school--- college, elementary school, high
school) on that line. If the person is not in school, place N/A on that
line.
Step Six: The individual will either be:
A. a self-referral meaning the person found out about your agency
through the phone book or a friend and called in on his or her own. If
that is the case, write "self" on that line. Most calls are self-referrals
or
B. Referred by a doctor or other professional. In that case, place that
person's name on the line.
Step Seven: Under the section marked "Chief Complaint," always tell
why the person called today.
Step Eight: Under previous treatment, keep the notes brief, just note
when, where and with whom if you know that, and for what.
Step Nine: The intake is "taken by" you. This is the first place your
name is to appear on this form. Put the date of the intake next to your
name.
Step 10: Under "Disposition" note the name of the person to whom
you refer the new client for intake and the date of the intake appo
In thinking about what the caller has told you about why he or she
called, choose the most important points. True or false? - CORRECT
ANSWER True
What are some guidelines to keep in mind when capturing the
highlights of the chief complaint? - CORRECT ANSWER 1. Keep
the reasons from being too complicated.
2. Be very specific.
3. Keep the reason for the call brief.
,Complete your note with a single sentence that indicates how the
caller seemed to you. For example, you can mention how the client
sounded. True or false? - CORRECT ANSWER True
Not all agencies use verification letters. Those that do, do so to
confirm for people the appointments that were made with them for an
initial intake in the office. True or false? - CORRECT ANSWER
True
The general purpose of the first interview is to begin the
___________________ process. - CORRECT ANSWER
assessment
The assessment process establishes the following basic information
about the person. What is that basic information? - CORRECT
ANSWER 1. Strengths, including external support systems, talents,
successes, capabilities, and positive attitudes and events the person
defines as a success.
2. Weaknesses, including gaps in the external support system, lack of
experience or information, negative attitudes, and events the person
defines as failures.
3. Current problems that caused this individual to seek help now.
4. Potential problems
5. A sense of who this person is.
What three tasks should the case manager accomplish in the first
interview? - CORRECT ANSWER 1. Listen and convey an
accurate understanding of clients' perceptions about themselves and
their problems.
2. You formulate a professional understanding of what it is the
individual is experiencing and what this person will need while being
served by your agency.
, 3. Strive to establish rapport with clients so that they feel comfortable
with you and with your agency.
In most cases, people have recognized the need for help; but in a few
cases, they may feel they do not need to be in your agency. The
courts mandate that some individuals seek help or face jail or the
permanent removal of their children. In situations in which clients feel
forced to come to your agency, you may encounter hostility. In either
case, you must indicate that you have heard all of their concerns
about being there. You can convey this through your ability to reflect
back how clients are feeling about being in the agency. True or false?
- CORRECT ANSWER True
Even when people believe they need help, they may not be clear
about what their problems are or how the agency can help them. They
may be clear that the current situation is painful, but unclear about
how to describe it. They may know things seem out of control, but be
unable to describe the impact their situation is having on them
emotionally. True or false? - CORRECT ANSWER True
Most case managers have an office or place where they see the
people to whom they are giving service. Sometimes case managers
share an interview room. Case managers should look at their office or
interview room. They should be sure that it is a place in which they
would feel comfortable while confiding in another person. Is it warm
and comfortable or utilitarian? Are there comfortable chairs? Is it free
of harsh lighting? Are the walls attractive? - CORRECT ANSWER
The Office of a Case Manager
It is probably best not to have personal pictures sitting in a case
manager's office. One cannot be sure how their clients will view these
or what meaning they may find in them. True or false? - CORRECT
ANSWER True
In a case manager's office, there needs to be a comfortable place for
the person to sit facing you. You want her to be able to talk to you in a
