Management and Client Care
Processes, Ethics, and
Documentation 2026 Exam
Questions and Answers | 100%
Pass
,What is transitional planning? - 🧠ANSWER ✔✔A formal process that
facilitates the clinically appropriate movement of clients from one level of
care to another, including from one practitioner to another.
Under what circumstances can substance use information be disclosed? -
🧠ANSWER ✔✔It can be disclosed 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? - 🧠ANSWER ✔✔You can share information
with a court order.
What is the most important reason to communicate with collateral
resources during initial assessment? - 🧠ANSWER ✔✔To ensure you have
a complete client assessment.
Which of the following is not considered a client need? - 🧠ANSWER
✔✔Bank assistance.
What should a progress note include? - 🧠ANSWER ✔✔Actual events,
important client statements, and dates.
, What should a case manager know before making referrals to service
providers? - 🧠ANSWER ✔✔The eligibility criteria of resource agencies and
service providers.
What is the first step to help a client who cannot afford rent? - 🧠ANSWER
✔✔Conduct an assessment and service plan update to include her new
financial needs.
What is an appropriate response to a client in an abusive relationship? -
🧠ANSWER ✔✔Engage the client in developing a safety plan.
What hierarchy must case managers follow when determining the agency
to assist the client? - 🧠ANSWER ✔✔Laws and statutes, agency operating
procedure, funder requirements.
What should a case manager do when locating a reliable resource for a
client? - 🧠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 and updating client's
demographic, health, and principal resources information.
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