ODMHSAS CASE MANAGEMENT EXAM FINAL
PAPER 2026 QUESTIONS WITH VERIFIED
ANSWERS COMPLETE SET
◉ Needs Assessment consists of Answer: psychological, educational,
medical, and social information for the purpose of individual plan of
care development
◉ Service Plan Development Answer: Face-to-Face meetings with
the member and / or the parent / guardian / family member for the
implementation of activities delineated in the individual plan of care
(service/treatment plan)
◉ Referral Answer: When an individual / family is in need of specific
resource information (name, phone number, address) and can take
the information and make the linkage and advocate for themselves
◉ Linkage Answer: When an individual / family is in need of specific
resource information, and needs assistance with linking up with that
resource.
◉ Advocacy Answer: When an individual / family is unable to
successfully express their needs and interests and needs assistance
with communication to access a specific resource
,◉ Follow-Up Answer: Follow up with the individual and / or family
to HELP them STAY engaged in treatment
◉ Monitoring / Support Answer: monitoring and support related to
the individual CM plan of care-assessing progress and barriers, and
reassessing goals/objectives
◉ Outreach Answer: Outreach with the individual and / or family to
help them stay engaged in treatment / appointments.
◉ Crisis Diversion Answer: Unanticipated / Unscheduled situation
requiring supportive assistance, face-to-face or telephone, to resolve
immediate problems before they become overwhelming and
severely impair the individual's ability to function or maintain in the
community, to assist members from progression to a higher level of
care.
◉ Excluded Services in Case Management: Answer: 1. physically
escorting / transporting to appointments or staying with consumer
during appointments
2. managing finances
3. providing shopping or paying bills services
4. delivering bus tickets, food stamps, money etc
, 5. counseling, rehabilitative services, psychiatric assessmets, or
discharge planning
6. filling out forms or applications on behalf of consumer when the
MEMBER IS NOT PRESENT
7. filling out Soonercare forms, applications
8. mentoring or tutoring
9. Case Management to the same family by two different agencies.
◉ Excluded Services in Case Management: Answer: 1. non-face-to-
face time spent preparing the assessment document and the service
plan paperwork
2. monitoring financial goals
3. services to nursing home residents
4. psycho-therapeutic or rehabilitative services, psychiatric
assessment, or discharge
5. services to members residing in ICF/IID facilities (Intermediate
Care Facilities / Individuals with Intellectual Disabilities)
◉ Excluded Individuals for Case Management Services: Answer: 1.
Children / Families for whom behavioral health case management
services are available through OKDHS/OJA staff without special
arrangements with OKDHS, OJA, and OHCA
2. members receiving Residential Behavioral Management Services
(RBMS) in foster care or group home settings unless transitioning
into the community
PAPER 2026 QUESTIONS WITH VERIFIED
ANSWERS COMPLETE SET
◉ Needs Assessment consists of Answer: psychological, educational,
medical, and social information for the purpose of individual plan of
care development
◉ Service Plan Development Answer: Face-to-Face meetings with
the member and / or the parent / guardian / family member for the
implementation of activities delineated in the individual plan of care
(service/treatment plan)
◉ Referral Answer: When an individual / family is in need of specific
resource information (name, phone number, address) and can take
the information and make the linkage and advocate for themselves
◉ Linkage Answer: When an individual / family is in need of specific
resource information, and needs assistance with linking up with that
resource.
◉ Advocacy Answer: When an individual / family is unable to
successfully express their needs and interests and needs assistance
with communication to access a specific resource
,◉ Follow-Up Answer: Follow up with the individual and / or family
to HELP them STAY engaged in treatment
◉ Monitoring / Support Answer: monitoring and support related to
the individual CM plan of care-assessing progress and barriers, and
reassessing goals/objectives
◉ Outreach Answer: Outreach with the individual and / or family to
help them stay engaged in treatment / appointments.
◉ Crisis Diversion Answer: Unanticipated / Unscheduled situation
requiring supportive assistance, face-to-face or telephone, to resolve
immediate problems before they become overwhelming and
severely impair the individual's ability to function or maintain in the
community, to assist members from progression to a higher level of
care.
◉ Excluded Services in Case Management: Answer: 1. physically
escorting / transporting to appointments or staying with consumer
during appointments
2. managing finances
3. providing shopping or paying bills services
4. delivering bus tickets, food stamps, money etc
, 5. counseling, rehabilitative services, psychiatric assessmets, or
discharge planning
6. filling out forms or applications on behalf of consumer when the
MEMBER IS NOT PRESENT
7. filling out Soonercare forms, applications
8. mentoring or tutoring
9. Case Management to the same family by two different agencies.
◉ Excluded Services in Case Management: Answer: 1. non-face-to-
face time spent preparing the assessment document and the service
plan paperwork
2. monitoring financial goals
3. services to nursing home residents
4. psycho-therapeutic or rehabilitative services, psychiatric
assessment, or discharge
5. services to members residing in ICF/IID facilities (Intermediate
Care Facilities / Individuals with Intellectual Disabilities)
◉ Excluded Individuals for Case Management Services: Answer: 1.
Children / Families for whom behavioral health case management
services are available through OKDHS/OJA staff without special
arrangements with OKDHS, OJA, and OHCA
2. members receiving Residential Behavioral Management Services
(RBMS) in foster care or group home settings unless transitioning
into the community
