CERTIFIED BEHAVIORAL HEALTH CASE MANAGER
(CBHCM) PRACTICE EXAM 2026
A formal process that facilitates the clinically appropriate movement of clients from one level of
care to another, including from one prac oner to another is called
Transi on planning
Under what circumstances can substance use informa on be disclosed
Whenever a release of informa on is signed to disclose informa on to another party
When can you share informa on about a client with a third party WHITOUT a valid release of
informa on on file?
Never, informa on can only be released when the release is on file
The MOST IMPORTANT reason to communicate with collateral resources during the ini al
assessment and ongoing planning is to
Ensure you have a complete client's assessment
Of the following which is considered a client need?
Social skills
A progress note should include
Factual events, important client statements, and dates
Which of the following should the case manager know before making formal and informal
referrals to service providers
The eligibility criteria of resources agencies and service providers
Your clients tell you her brother, who pays her rent and household expenses, died unexpected
last week without a will. Your client client doesn't know know how she will be able to..
Conduct an assessment and service plan update to include her new financial needs
Your client has just revealed that she has been in a abusive rela onship for two years and
doesn't know how to safety leave. What would be an appropriate response as
Engage the client in developing a safety plan
, Many program funders regulatory agencies, and others set documenta on melines. Regardless
of the client, which hierarchy must case managers follow when determine
Law and statutes, agency opera ng procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budge ng skills, he or she should
Ensure the service match client's needs, then make the referral
What's the purpose of ongoing assessment by the case manager
Monitoring client progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial and
residen al painter before he had to leave the workforce to a2end to his behavioral health
issues. Your client ove ____ needing to hire a home painter and offers to do the work for you.
What's the best response
Politely decline his offer by explaining the concepts of dual boundaries and consumer
exploita on
The purpose of involving collateral resources in case management ac vi es is to
Obtain resources necessary to assist the client in mee ng long and short term goals
Your client recently missed an appointment to get his medica on refilled. Your client ask if you
can call his doctor to get him get a new follow up appointment. What is the next step?
Ask your client to sign a release of informa on so the authoriza on is documented
One of you agency funders requires case managers to complete a home visit with the client
before star ng the assessment process. Your client calls you 320 min before the schedule
unexpected houseguest. What is your best response?
Cancel the home visit and reschedule the appointment for a me when houseguest will not be
present
What is the main purpose of reviews of assessment data in case management services?
Treatment placement
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 informa on can be disclosed to the new provider?
Only the informa on that is specifically iden fied in a signed release of informa on
(CBHCM) PRACTICE EXAM 2026
A formal process that facilitates the clinically appropriate movement of clients from one level of
care to another, including from one prac oner to another is called
Transi on planning
Under what circumstances can substance use informa on be disclosed
Whenever a release of informa on is signed to disclose informa on to another party
When can you share informa on about a client with a third party WHITOUT a valid release of
informa on on file?
Never, informa on can only be released when the release is on file
The MOST IMPORTANT reason to communicate with collateral resources during the ini al
assessment and ongoing planning is to
Ensure you have a complete client's assessment
Of the following which is considered a client need?
Social skills
A progress note should include
Factual events, important client statements, and dates
Which of the following should the case manager know before making formal and informal
referrals to service providers
The eligibility criteria of resources agencies and service providers
Your clients tell you her brother, who pays her rent and household expenses, died unexpected
last week without a will. Your client client doesn't know know how she will be able to..
Conduct an assessment and service plan update to include her new financial needs
Your client has just revealed that she has been in a abusive rela onship for two years and
doesn't know how to safety leave. What would be an appropriate response as
Engage the client in developing a safety plan
, Many program funders regulatory agencies, and others set documenta on melines. Regardless
of the client, which hierarchy must case managers follow when determine
Law and statutes, agency opera ng procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budge ng skills, he or she should
Ensure the service match client's needs, then make the referral
What's the purpose of ongoing assessment by the case manager
Monitoring client progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial and
residen al painter before he had to leave the workforce to a2end to his behavioral health
issues. Your client ove ____ needing to hire a home painter and offers to do the work for you.
What's the best response
Politely decline his offer by explaining the concepts of dual boundaries and consumer
exploita on
The purpose of involving collateral resources in case management ac vi es is to
Obtain resources necessary to assist the client in mee ng long and short term goals
Your client recently missed an appointment to get his medica on refilled. Your client ask if you
can call his doctor to get him get a new follow up appointment. What is the next step?
Ask your client to sign a release of informa on so the authoriza on is documented
One of you agency funders requires case managers to complete a home visit with the client
before star ng the assessment process. Your client calls you 320 min before the schedule
unexpected houseguest. What is your best response?
Cancel the home visit and reschedule the appointment for a me when houseguest will not be
present
What is the main purpose of reviews of assessment data in case management services?
Treatment placement
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 informa on can be disclosed to the new provider?
Only the informa on that is specifically iden fied in a signed release of informa on
