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CBHCM EXAM GUIDE Questions with Detailed
Verified Answers
A formal process that facilitates the clinically appropriate movement of clients from
one level of care to another, including from one practitioner to another is called:
Ans: Transition planning
Under what circumstances can substance use information be disclosed?
Ans: Whenever a release of information is signed to disclose information to another
party
When can you share information about a client with a third party WITHOUT a valid
release of information on file?
Ans: Never, information can only be released when the release is on file
The MOST IMPORTANT reason to communicate with collateral resources during
initial assessment and ongoing planning is to:
Ans: Ensure you have a complete client assessment
Of the following which is considered a client need?
Ans: Social skills
A progress note should include:
Ans: Factual events, important client statements, and dates
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Which of the following should the case manager know before making formal and
informal referrals to service providers?
Ans: The eligibility criteria of resource agencies and service providers
Your clients tell you that her brother, who pays her rent and household expenses,
died unexpected last week without a will. Your client doesn't know how she will be
able to...
Ans: Conduct an assessment and service plan update to include her new financial
needs
Your client has just revealed that she has been in an abusive relationship for two years
and doesn't know how to safety leave. What would be an appropriate response as...
Ans: Engage the client in developing a safety plan
Many programs funders regulatory agencies, and others set documentation timelines.
Regardless of the client, which hierarchy must case managers follow when determining:
Ans: Laws and statues, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as a
family budgeting skill, he or she should...
Ans: Ensure the services offered match client needs, then make the referral
What is the purpose of ongoing assessment by the case manager?
Ans: Monitoring client progress
One of your clients is seeking assistance with reemployment. He was a licensed
commercial and residential painter before he has to leave the workforce to attend to
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his behavioral health issues. Your client overhears you needing to hire a home painter
and offers to do the work for you. What is the BEST response?
Ans: Politely decline his offer by explaining the concepts of dual boundaries and
consumer exploitation.
The purpose of involving collateral sources in case management activities is to:
Ans: Obtain resources necessary to assist the client in meeting long and short term
goals
Your client recently missed an appointment to get his medication refilled. Your client
asks if you can call his doctor to help him get a new follow up appointments. What is
the next step?
Ans: Ask your client to sign a release of information so the authorization is
documented.
One of your agency funder requires case managers to complete a home visit with the
client before starting the assessment process. Your client calls your 320 minutes
before the schedule unexpected houseguests. What is your BEST response?
Ans: Cancel the home visit and reschedule the appointment for a time when
houseguests will not be present.
What is the mail purpose for reviews of assessments data in casa management
services?
Ans: Treatment replacement
Your client is being referred to another provider to step down into a lower level of
care. Your client has agreed to the referral. What information can be disclosed to the
new provider?
© Get it right 2025 Getaway - Stuvia US All rights reserved
CBHCM EXAM GUIDE Questions with Detailed
Verified Answers
A formal process that facilitates the clinically appropriate movement of clients from
one level of care to another, including from one practitioner to another is called:
Ans: Transition planning
Under what circumstances can substance use information be disclosed?
Ans: Whenever a release of information is signed to disclose information to another
party
When can you share information about a client with a third party WITHOUT a valid
release of information on file?
Ans: Never, information can only be released when the release is on file
The MOST IMPORTANT reason to communicate with collateral resources during
initial assessment and ongoing planning is to:
Ans: Ensure you have a complete client assessment
Of the following which is considered a client need?
Ans: Social skills
A progress note should include:
Ans: Factual events, important client statements, and dates
© Get it right 2025 Getaway - Stuvia US All rights reserved
,Click here for more: Scholars nexus
Which of the following should the case manager know before making formal and
informal referrals to service providers?
Ans: The eligibility criteria of resource agencies and service providers
Your clients tell you that her brother, who pays her rent and household expenses,
died unexpected last week without a will. Your client doesn't know how she will be
able to...
Ans: Conduct an assessment and service plan update to include her new financial
needs
Your client has just revealed that she has been in an abusive relationship for two years
and doesn't know how to safety leave. What would be an appropriate response as...
Ans: Engage the client in developing a safety plan
Many programs funders regulatory agencies, and others set documentation timelines.
Regardless of the client, which hierarchy must case managers follow when determining:
Ans: Laws and statues, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as a
family budgeting skill, he or she should...
Ans: Ensure the services offered match client needs, then make the referral
What is the purpose of ongoing assessment by the case manager?
Ans: Monitoring client progress
One of your clients is seeking assistance with reemployment. He was a licensed
commercial and residential painter before he has to leave the workforce to attend to
© Get it right 2025 Getaway - Stuvia US All rights reserved
, Click here for more: Scholars nexus
his behavioral health issues. Your client overhears you needing to hire a home painter
and offers to do the work for you. What is the BEST response?
Ans: Politely decline his offer by explaining the concepts of dual boundaries and
consumer exploitation.
The purpose of involving collateral sources in case management activities is to:
Ans: Obtain resources necessary to assist the client in meeting long and short term
goals
Your client recently missed an appointment to get his medication refilled. Your client
asks if you can call his doctor to help him get a new follow up appointments. What is
the next step?
Ans: Ask your client to sign a release of information so the authorization is
documented.
One of your agency funder requires case managers to complete a home visit with the
client before starting the assessment process. Your client calls your 320 minutes
before the schedule unexpected houseguests. What is your BEST response?
Ans: Cancel the home visit and reschedule the appointment for a time when
houseguests will not be present.
What is the mail purpose for reviews of assessments data in casa management
services?
Ans: Treatment replacement
Your client is being referred to another provider to step down into a lower level of
care. Your client has agreed to the referral. What information can be disclosed to the
new provider?
© Get it right 2025 Getaway - Stuvia US All rights reserved
