CBHCM- Case Manager Exam
Questions And 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: -
Answer-✅Transitional planning
/.Under what circumstances can substance use information be disclosed? - Answer-
✅Whenever a release of information is signed to disclose information
to another part
/.When can you share information about a client with a third party WITHOUT a valid
release of information on file? - Answer-✅With a court order
/.The MOST IMPORTANT reason to communicate with collateral resources during initial
assessment and ongoing planning is to: - Answer-✅Ensure you have a complete client
assessment
/.Of the following which is not considered a client need? - Answer-✅Bank assistance
/.A progress note should include: - Answer-✅Actual events, important client statements,
and dates
/.Which of the following should the case manager know before making formal and
informal referrals to service providers? - Answer-✅The eligibility criteria of resource
agencies and service providers
/.Your clients tell you that his sister, who pays her rent and household expenses, moved
unexpected to another state last week. The client doesn't have money to afford the rent.
Your client doesn't know how she will be able to obtain financial assistance to solve her
actual need. What is the first steps to help his client - Answer-✅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 -
Answer-✅Engage the client in developing a safety plan
/.Many program funders regulatory agencies, and others set documentation timelines.
Regardless of the client, which hierarchy must case managers follow when determine
, the agency to assist the client - Answer-✅Laws and statutes, agency operating
procedure, funder
requirements
/.When a case manager locates a reliable resource for a common client need, such as
family budgeting skills, the case manager should - Answer-✅Ensure the services
offered match client needs, then make the
referral
/.What is the purpose of ongoing assessment by the case manager? - Answer-
✅Monitoring client progress.
/.A client is seeking assistance with reemployment. He was a licensed commercial and
residential reconstruction before he had to leave the workforce to attend to his
behavioral health issues. Your client needing to hire a handyman and offers to do the
work for your family. What is your BEST response? - Answer-✅Politely decline his offer
by explaining the concepts of dual
boundaries.
/.The principal purpose of involving collateral sources in case management activities is
to: - Answer-✅Obtain resources necessary to assist the client in meeting long and short
term goals
/.A 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 appointment. What is the next
step? - Answer-✅Ask your client to sign a release of information so the authorization
is documented.
/.Case managers had scheduled to complete a home visit with the client before starting
the assessment process. The client called case manager 30 minutes before to the
schedule because he received unexpected houseguests. What is the case manger
BEST response? - Answer-✅Cancel the home visit and reschedule the appointment for
a time
when houseguests will not be present
/.What is the main purpose for reviews of assessment data in case management
services? - Answer-✅Ongoing assessed needs and new ones
/.A 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? - Answer-✅Only the information that is specifically identified in a signed
release of information
Questions And 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: -
Answer-✅Transitional planning
/.Under what circumstances can substance use information be disclosed? - Answer-
✅Whenever a release of information is signed to disclose information
to another part
/.When can you share information about a client with a third party WITHOUT a valid
release of information on file? - Answer-✅With a court order
/.The MOST IMPORTANT reason to communicate with collateral resources during initial
assessment and ongoing planning is to: - Answer-✅Ensure you have a complete client
assessment
/.Of the following which is not considered a client need? - Answer-✅Bank assistance
/.A progress note should include: - Answer-✅Actual events, important client statements,
and dates
/.Which of the following should the case manager know before making formal and
informal referrals to service providers? - Answer-✅The eligibility criteria of resource
agencies and service providers
/.Your clients tell you that his sister, who pays her rent and household expenses, moved
unexpected to another state last week. The client doesn't have money to afford the rent.
Your client doesn't know how she will be able to obtain financial assistance to solve her
actual need. What is the first steps to help his client - Answer-✅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 -
Answer-✅Engage the client in developing a safety plan
/.Many program funders regulatory agencies, and others set documentation timelines.
Regardless of the client, which hierarchy must case managers follow when determine
, the agency to assist the client - Answer-✅Laws and statutes, agency operating
procedure, funder
requirements
/.When a case manager locates a reliable resource for a common client need, such as
family budgeting skills, the case manager should - Answer-✅Ensure the services
offered match client needs, then make the
referral
/.What is the purpose of ongoing assessment by the case manager? - Answer-
✅Monitoring client progress.
/.A client is seeking assistance with reemployment. He was a licensed commercial and
residential reconstruction before he had to leave the workforce to attend to his
behavioral health issues. Your client needing to hire a handyman and offers to do the
work for your family. What is your BEST response? - Answer-✅Politely decline his offer
by explaining the concepts of dual
boundaries.
/.The principal purpose of involving collateral sources in case management activities is
to: - Answer-✅Obtain resources necessary to assist the client in meeting long and short
term goals
/.A 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 appointment. What is the next
step? - Answer-✅Ask your client to sign a release of information so the authorization
is documented.
/.Case managers had scheduled to complete a home visit with the client before starting
the assessment process. The client called case manager 30 minutes before to the
schedule because he received unexpected houseguests. What is the case manger
BEST response? - Answer-✅Cancel the home visit and reschedule the appointment for
a time
when houseguests will not be present
/.What is the main purpose for reviews of assessment data in case management
services? - Answer-✅Ongoing assessed needs and new ones
/.A 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? - Answer-✅Only the information that is specifically identified in a signed
release of information
