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: correct answers Transitional
planning
Under what circumstances can substance use information be disclosed? correct answers
Whenever a release of information is signed to disclose information
to another part
When can you share information about a client with a third party WITHOUT a valid release of
information on file? correct answers With a court order
The MOST IMPORTANT reason to communicate with collateral resources during initial
assessment and ongoing planning is to: correct answers Ensure you have a complete client
assessment
Of the following which is not considered a client need? correct answers Bank assistance
A progress note should include: correct answers Actual events, important client statements, and
dates
Which of the following should the case manager know before making formal and informal
referrals to service providers? correct answers The eligibility criteria of resource agencies and
service providers
Your clients tell you that his sister, who pays her rent and household expenses, moved
unexpected to another state last week. The client doesn't have money to afford the rent. Your
client doesn't know how she will be able to obtain financial assistance to solve her actual need.
What is the first steps to help his client correct answers Conduct an assessment and service plan
update to include her new financial
, needs
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 correct answers
Engage the client in developing a safety plan
Many program funders regulatory agencies, and others set documentation timelines. Regardless
of the client, which hierarchy must case managers follow when determine the agency to assist the
client correct answers Laws 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, the case manager should correct answers Ensure the services offered match
client needs, then make the
referral
What is the purpose of ongoing assessment by the case manager? correct answers Monitoring
client progress.
A client is seeking assistance with reemployment. He was a licensed commercial and residential
reconstruction before he had to leave the workforce to attend to his behavioral health issues.
Your client needing to hire a handyman and offers to do the work for your family. What is your
BEST response? correct answers Politely decline his offer by explaining the concepts of dual
boundaries.
The principal purpose of involving collateral sources in case management activities is to: correct
answers Obtain resources necessary to assist the client in meeting long and short term goals
A 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 appointment. What is the next step? correct
answers Ask your client to sign a release of information so the authorization