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 - ANSWER
Transition planning
Under what circumstances can substance use information be disclosed - ANSWER When-
ever a release of information is signed to disclose information to another party
When can you share information about a client with a third party WHITOUT a valid release
of information on file? - ANSWER Never, information can only be released when the re-
lease is on file
The MOST IMPORTANT reason to communicate with collateral resources during the initial
assessment and ongoing planning is to - ANSWER Ensure you have a complete client's as-
sessment
Of the following which is considered a client need? - ANSWER Social skills
A progress note should include - ANSWER 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 - ANSWER The eligibility criteria of resources agencies and
service providers
Your clients tell you her brother, who pays her rent and household expenses, died unex-
pected last week without a will. Your client client doesn't know know how she will be able
1
, to.. - ANSWER Conduct an assessment and service plan update to include her new finan-
cial needs
Your client has just revealed that she has been in a abusive relationship for two years and
doesn't know how to safety leave. What would be an appropriate response as - ANSWER
Engage the client in developing a safety plan
Many program funders regulatory agencies, and others set documentation timelines. Re-
gardless of the client, which hierarchy must case managers follow when determine - AN-
SWER Law and statutes, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budgeting skills, he or she should - ANSWER Ensure the service match client's needs,
then make the referral
What's the purpose of ongoing assessment by the case manager - ANSWER Monitoring
client progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial
and residential painter before he had to leave the workforce to attend 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 - ANSWER Politely decline his offer by explaining the
concepts of dual boundaries and consumer exploitation
The purpose of involving collateral resources in case management activities is to - AN-
SWER Obtain resources necessary to assist the client in meeting long and short term
goals
Your client recently missed an appointment to get his medication refilled. Your client ask if
you can call his doctor to get him get a new follow up appointment. What is the next step? -
ANSWER Ask your client to sign a release of information so the authorization is docu-
mented
2
level of care to another, including from one practitioner to another is called - ANSWER
Transition planning
Under what circumstances can substance use information be disclosed - ANSWER When-
ever a release of information is signed to disclose information to another party
When can you share information about a client with a third party WHITOUT a valid release
of information on file? - ANSWER Never, information can only be released when the re-
lease is on file
The MOST IMPORTANT reason to communicate with collateral resources during the initial
assessment and ongoing planning is to - ANSWER Ensure you have a complete client's as-
sessment
Of the following which is considered a client need? - ANSWER Social skills
A progress note should include - ANSWER 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 - ANSWER The eligibility criteria of resources agencies and
service providers
Your clients tell you her brother, who pays her rent and household expenses, died unex-
pected last week without a will. Your client client doesn't know know how she will be able
1
, to.. - ANSWER Conduct an assessment and service plan update to include her new finan-
cial needs
Your client has just revealed that she has been in a abusive relationship for two years and
doesn't know how to safety leave. What would be an appropriate response as - ANSWER
Engage the client in developing a safety plan
Many program funders regulatory agencies, and others set documentation timelines. Re-
gardless of the client, which hierarchy must case managers follow when determine - AN-
SWER Law and statutes, agency operating procedure, funder requirements
When a case manager locates a reliable resource for a common client need, such as family
budgeting skills, he or she should - ANSWER Ensure the service match client's needs,
then make the referral
What's the purpose of ongoing assessment by the case manager - ANSWER Monitoring
client progress
One of your clients is seeking assistance with reemployment. He was a licensed commercial
and residential painter before he had to leave the workforce to attend 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 - ANSWER Politely decline his offer by explaining the
concepts of dual boundaries and consumer exploitation
The purpose of involving collateral resources in case management activities is to - AN-
SWER Obtain resources necessary to assist the client in meeting long and short term
goals
Your client recently missed an appointment to get his medication refilled. Your client ask if
you can call his doctor to get him get a new follow up appointment. What is the next step? -
ANSWER Ask your client to sign a release of information so the authorization is docu-
mented
2
