Section 5 - Case Documentation and
Interpretation Questions and Answers
What is the best way to prepare/plan for the client interview? - answerReview previous
case records and documents
How would you help the client to relax during the interview? - answerExplain the
process and why note taking is necessary
Why would the casework avoid excessive note taking? - answerClients may not express
their feelings if the caseworker is constantly writing
Why would the caseworker need to focus on the client and not verbatim note taking? -
answerTo observe non-verbal cues and the context of the conversation.
The caseworker must record detailed, factual information during the interview
including... - answerFamily attitudes and relationships within the family
When should case recording be done? - answerImmediately after the interview
What is the MAIN purpose of the case record? - answerTo establish the basis for a
status review of each case.
The case records benefit both the caseworker and the client because... - answer- the
case record provides basis for determining client service decisions
- maintains continuity in the provision of client services
- may be used to provide information to the caseworkers to determine service status in
the future
What is the MOST important reason to maintain a complete, accurate case record? -
answerTo provide the details necessary to implement and continue the service plan.
Good case records contain... - answer- statements of fact about the case
- caseworker's assessments of facts
- written narrative of critical information which cannot be recorded anywhere else
The case record will include... - answer- detail of clients needs
- type of assistance needed
- eligibility determination
- types of assistance granted
- summary of all decisions made during the casework process