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CBHCM CERTIFIED BEHAVIORAL HEALTH CASE MANAGER
EXAM COMPLETE QUESTIONS AND VERIFIED SOLUTIONS
2026-2027 LATEST UPDATE THIS YEAR
QUESTION: A progress note should include: - ANSWER-Factual events, important client
statements, and dates
QUESTION: 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
QUESTION: Your client tells you that her brother, who pays her rent and household expenses,
died unexpectedly last week without a will. Your client doesn't know how she will be able to. -
ANSWER-conduct an assessment and service plan update to include her new financial needs.
QUESTION: Your client has just revealed that she has been in an abusive relationship for two
years and doesn't know how to safely leave. What would be an appropriate response as ... -
ANSWER-Engage the client in developing a safety plan
QUESTION: Many program funders regulatory agencies, and others set documentation
timelines. Regardless of the client, which hierarchy must case managers follow when
determining - ANSWER-Laws and statutes, agency operating procedure, funder requirements
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QUESTION: When a case manager locates a reliable resource for a common client need, such as
family budgeting skills, he or she should - ANSWER-ensure the services offered match client
needs, then make the referral
QUESTION: What is the purpose of ongoing assessment by the case manager? - ANSWER-
Monitoring client progress
QUESTION: One of your clients is seeking assistance with re-employment. He was a licensed
commercial and residential painter before he had to leave the workforce to attend to his
behavioral health
issues. Your client ove needing to hire a home painter and offers to do the work for you. What
is your BEST response? - ANSWER-Politely decline his offer by explaining the concepts of dual
boundaries and consumer exploitation.
QUESTION: The 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 goes.
Q; A formal process that facilitates de clinically appropriate movement of clients from one level
of care to another, including from one practitioner to another is called: - ANSWER-transition
planning
QUESTION: Under what circumstances can substance use information be disclosed? - ANSWER-
Whenever a release of information is signed to disclose information to another part
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QUESTION: When can you share information about a client with a third party WITHOUT a valid
release of information on file? - ANSWER-Never, information can only be released when the
release is on file
QUESTION: The MOST IMPORTANT reason to communicate with collateral resources during
initial assessment and ongoing planning are to: - ANSWER-ensure you have a complete client
assessment
QUESTION: Of the following which is considered a client need? - ANSWER-Social skills
QUESTION: 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 appointment. What is the
next step? - ANSWER-Ask your client to sign a release of information so the authorization is
documented
QUESTION: One of your agency funders requires case managers to complete a home visit with
the client before starting the assessment process. Your client calls you 320 minutes before the
scheduled unexpected houseguests. What is your BEST response? - ANSWER-Cancel the home
visit and reschedule the appointment for a time when houseguests will
not be present.
QUESTION: What is the main purpose for reviews of assessment data in case management
services? - ANSWER-Treatment placement
CBHCM CERTIFIED BEHAVIORAL HEALTH CASE MANAGER
EXAM COMPLETE QUESTIONS AND VERIFIED SOLUTIONS
2026-2027 LATEST UPDATE THIS YEAR
QUESTION: A progress note should include: - ANSWER-Factual events, important client
statements, and dates
QUESTION: 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
QUESTION: Your client tells you that her brother, who pays her rent and household expenses,
died unexpectedly last week without a will. Your client doesn't know how she will be able to. -
ANSWER-conduct an assessment and service plan update to include her new financial needs.
QUESTION: Your client has just revealed that she has been in an abusive relationship for two
years and doesn't know how to safely leave. What would be an appropriate response as ... -
ANSWER-Engage the client in developing a safety plan
QUESTION: Many program funders regulatory agencies, and others set documentation
timelines. Regardless of the client, which hierarchy must case managers follow when
determining - ANSWER-Laws and statutes, agency operating procedure, funder requirements
,Page 2 of 18
QUESTION: When a case manager locates a reliable resource for a common client need, such as
family budgeting skills, he or she should - ANSWER-ensure the services offered match client
needs, then make the referral
QUESTION: What is the purpose of ongoing assessment by the case manager? - ANSWER-
Monitoring client progress
QUESTION: One of your clients is seeking assistance with re-employment. He was a licensed
commercial and residential painter before he had to leave the workforce to attend to his
behavioral health
issues. Your client ove needing to hire a home painter and offers to do the work for you. What
is your BEST response? - ANSWER-Politely decline his offer by explaining the concepts of dual
boundaries and consumer exploitation.
QUESTION: The 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 goes.
Q; A formal process that facilitates de clinically appropriate movement of clients from one level
of care to another, including from one practitioner to another is called: - ANSWER-transition
planning
QUESTION: Under what circumstances can substance use information be disclosed? - ANSWER-
Whenever a release of information is signed to disclose information to another part
, Page 3 of 18
QUESTION: When can you share information about a client with a third party WITHOUT a valid
release of information on file? - ANSWER-Never, information can only be released when the
release is on file
QUESTION: The MOST IMPORTANT reason to communicate with collateral resources during
initial assessment and ongoing planning are to: - ANSWER-ensure you have a complete client
assessment
QUESTION: Of the following which is considered a client need? - ANSWER-Social skills
QUESTION: 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 appointment. What is the
next step? - ANSWER-Ask your client to sign a release of information so the authorization is
documented
QUESTION: One of your agency funders requires case managers to complete a home visit with
the client before starting the assessment process. Your client calls you 320 minutes before the
scheduled unexpected houseguests. What is your BEST response? - ANSWER-Cancel the home
visit and reschedule the appointment for a time when houseguests will
not be present.
QUESTION: What is the main purpose for reviews of assessment data in case management
services? - ANSWER-Treatment placement
