CBHCM EXAM GUIDE
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1. 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:: Transition planning
2. Under what circumstances can substance use information be disclosed?: -
Whenever a release of information is signed to disclose information to another party
3. When can you share information about a client with a third party WITHOUT
a valid release of information on file?: Never, information can only be released when the release is
on file
4. The MOST IMPORTANT reason to communicate with collateral resources
during initial assessment and ongoing planning is to:: Ensure you have a complete client
assessment
5. Of the following which is considered a client need?: Social skills
6. A progress note should include:: Factual events, important client statements, and dates
7. Which of the following should the case manager know before making formal
and informal referrals to service providers?: The eligibility criteria of resource agencies and
service providers
8. Your clients tell you that her brother, who pays her rent and household
expenses, died unexpected last week without a will. Your client doesn't know
how she will be able to...: Conduct an assessment and service plan update to include her new financial
needs
9. 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 as...: Engage the client in developing a safety plan
10. Many programs funders regulatory agencies, and others set documentation
timelines. Regardless of the client, which hierarchy must case managers follow
when determining:: Laws and statues, agency operating procedure, funder requirements
11. When a case manager locates a reliable resource for a common client need,
such as a family budgeting skill, he or she should...: Ensure the services offered match client
needs, then make the referral
12. What is the purpose of ongoing assessment by the case manager?: Monitoring
client progress
, CBHCM EXAM GUIDE
Study online at https://quizlet.com/_exfqez
13. One of your clients is seeking assistance with reemployment. He was a li-
censed commercial and residential painter before he has to leave the workforce
to attend to his behavioral health issues. Your client overhears you needing
to hire a home painter and offers to do the work for you. What is the BEST
response?: Politely decline his offer by explaining the concepts of dual boundaries and consumer exploitation.
14. The purpose of involving collateral sources in case management activities is
to:: Obtain resources necessary to assist the client in meeting long and short term goals
15. 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
appointments. What is the next step?: Ask your client to sign a release of information so the
authorization is documented.
16. One of your agency funder requires case managers to complete a home
visit with the client before starting the assessment process. Your client calls
your 320 minutes before the schedule unexpected houseguests. What is your
BEST response?: Cancel the home visit and reschedule the appointment for a time when houseguests will not
be present.
17. What is the mail purpose for reviews of assessments data in casa manage-
ment services?: Treatment replacement
18. 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 information can be
disclosed to the new provider?: Only the information that is specifically identified in a signed release of
information
19. Case manager must continually assess their clients safety and wellbeing in
order to ensure they are:: Using interventions that are adequate to maintain client safety and wellbeing
20. How should a case manager proceed if a collateral service provider wants to
update the service plan without the client being present?: Present the potential change
to the client to determine their interest in changing the service plan
21. A prioritized need refers to something that: The individual wants to work on first
22. When a case manager contemplates terminating case management ser-
vices, it is CRITICAL that she or he consider the: Available community based and natural support
the client can access to maintain wellness.
Study online at https://quizlet.com/_exfqez
1. 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:: Transition planning
2. Under what circumstances can substance use information be disclosed?: -
Whenever a release of information is signed to disclose information to another party
3. When can you share information about a client with a third party WITHOUT
a valid release of information on file?: Never, information can only be released when the release is
on file
4. The MOST IMPORTANT reason to communicate with collateral resources
during initial assessment and ongoing planning is to:: Ensure you have a complete client
assessment
5. Of the following which is considered a client need?: Social skills
6. A progress note should include:: Factual events, important client statements, and dates
7. Which of the following should the case manager know before making formal
and informal referrals to service providers?: The eligibility criteria of resource agencies and
service providers
8. Your clients tell you that her brother, who pays her rent and household
expenses, died unexpected last week without a will. Your client doesn't know
how she will be able to...: Conduct an assessment and service plan update to include her new financial
needs
9. 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 as...: Engage the client in developing a safety plan
10. Many programs funders regulatory agencies, and others set documentation
timelines. Regardless of the client, which hierarchy must case managers follow
when determining:: Laws and statues, agency operating procedure, funder requirements
11. When a case manager locates a reliable resource for a common client need,
such as a family budgeting skill, he or she should...: Ensure the services offered match client
needs, then make the referral
12. What is the purpose of ongoing assessment by the case manager?: Monitoring
client progress
, CBHCM EXAM GUIDE
Study online at https://quizlet.com/_exfqez
13. One of your clients is seeking assistance with reemployment. He was a li-
censed commercial and residential painter before he has to leave the workforce
to attend to his behavioral health issues. Your client overhears you needing
to hire a home painter and offers to do the work for you. What is the BEST
response?: Politely decline his offer by explaining the concepts of dual boundaries and consumer exploitation.
14. The purpose of involving collateral sources in case management activities is
to:: Obtain resources necessary to assist the client in meeting long and short term goals
15. 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
appointments. What is the next step?: Ask your client to sign a release of information so the
authorization is documented.
16. One of your agency funder requires case managers to complete a home
visit with the client before starting the assessment process. Your client calls
your 320 minutes before the schedule unexpected houseguests. What is your
BEST response?: Cancel the home visit and reschedule the appointment for a time when houseguests will not
be present.
17. What is the mail purpose for reviews of assessments data in casa manage-
ment services?: Treatment replacement
18. 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 information can be
disclosed to the new provider?: Only the information that is specifically identified in a signed release of
information
19. Case manager must continually assess their clients safety and wellbeing in
order to ensure they are:: Using interventions that are adequate to maintain client safety and wellbeing
20. How should a case manager proceed if a collateral service provider wants to
update the service plan without the client being present?: Present the potential change
to the client to determine their interest in changing the service plan
21. A prioritized need refers to something that: The individual wants to work on first
22. When a case manager contemplates terminating case management ser-
vices, it is CRITICAL that she or he consider the: Available community based and natural support
the client can access to maintain wellness.
