ODMHSAS CASE MANAGEMENT EXAM
QUESTIONS AND CORRECT ANSWERS.
VERIFIED 2025/2026.
What are the BIG NINE / Big IX in Case Management? - ANS 1. Needs Assessment
2. Service Plan Development
3. Referral
4. Linkage
5. Advocacy
6. Follow-Up / Stay Engaged In Treatment
7. Monitoring / Support
8. Outreach
9. Crisis Diversion
Needs Assessment consists of - ANS psychological, educational, medical, and social
information for the purpose of individual plan of care development
Service Plan Development - ANS Face-to-Face meetings with the member and / or the parent
/ guardian / family member for the implementation of activities delineated in the individual
plan of care (service/treatment plan)
1 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
,Referral - ANS When an individual / family is in need of specific resource information (name,
phone number, address) and can take the information and make the linkage and advocate for
themselves
Linkage - ANS When an individual / family is in need of specific resource information, and
needs assistance with linking up with that resource.
Advocacy - ANS When an individual / family is unable to successfully express their needs and
interests and needs assistance with communication to access a specific resource
Follow-Up - ANS Follow up with the individual and / or family to HELP them STAY engaged in
treatment
Monitoring / Support - ANS monitoring and support related to the individual CM plan of care-
assessing progress and barriers, and reassessing goals/objectives
Outreach - ANS Outreach with the individual and / or family to help them stay engaged in
treatment / appointments.
Crisis Diversion - ANS Unanticipated / Unscheduled situation requiring supportive assistance,
face-to-face or telephone, to resolve immediate problems before they become overwhelming
and severely impair the individual's ability to function or maintain in the community, to assist
members from progression to a higher level of care.
Excluded Services in Case Management: - ANS 1. physically escorting / transporting to
appointments or staying with consumer during appointments
2. managing finances
3. providing shopping or paying bills services
4. delivering bus tickets, food stamps, money etc
2 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
, 5. counseling, rehabilitative services, psychiatric assessmets, or discharge planning
6. filling out forms or applications on behalf of consumer when the MEMBER IS NOT PRESENT
7. filling out Soonercare forms, applications
8. mentoring or tutoring
9. Case Management to the same family by two different agencies.
Excluded Services in Case Management: - ANS 1. non-face-to-face time spent preparing the
assessment document and the service plan paperwork
2. monitoring financial goals
3. services to nursing home residents
4. psycho-therapeutic or rehabilitative services, psychiatric assessment, or discharge
5. services to members residing in ICF/IID facilities (Intermediate Care Facilities / Individuals
with Intellectual Disabilities)
Excluded Individuals for Case Management Services: - ANS 1. Children / Families for whom
behavioral health case management services are available through OKDHS/OJA staff without
special arrangements with OKDHS, OJA, and OHCA
2. members receiving Residential Behavioral Management Services (RBMS) in foster care or
group home settings unless transitioning into the community
3. residents of ICF/IID and nursing facilities unless transitioning into the community
4. members receiving services under a Home and Community Based Service (HCBS) waiver
program
Travel is a reimbursable service CM through? - ANS ODMHSAS reimburses travel but
Medicaid does not
3 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
QUESTIONS AND CORRECT ANSWERS.
VERIFIED 2025/2026.
What are the BIG NINE / Big IX in Case Management? - ANS 1. Needs Assessment
2. Service Plan Development
3. Referral
4. Linkage
5. Advocacy
6. Follow-Up / Stay Engaged In Treatment
7. Monitoring / Support
8. Outreach
9. Crisis Diversion
Needs Assessment consists of - ANS psychological, educational, medical, and social
information for the purpose of individual plan of care development
Service Plan Development - ANS Face-to-Face meetings with the member and / or the parent
/ guardian / family member for the implementation of activities delineated in the individual
plan of care (service/treatment plan)
1 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
,Referral - ANS When an individual / family is in need of specific resource information (name,
phone number, address) and can take the information and make the linkage and advocate for
themselves
Linkage - ANS When an individual / family is in need of specific resource information, and
needs assistance with linking up with that resource.
Advocacy - ANS When an individual / family is unable to successfully express their needs and
interests and needs assistance with communication to access a specific resource
Follow-Up - ANS Follow up with the individual and / or family to HELP them STAY engaged in
treatment
Monitoring / Support - ANS monitoring and support related to the individual CM plan of care-
assessing progress and barriers, and reassessing goals/objectives
Outreach - ANS Outreach with the individual and / or family to help them stay engaged in
treatment / appointments.
Crisis Diversion - ANS Unanticipated / Unscheduled situation requiring supportive assistance,
face-to-face or telephone, to resolve immediate problems before they become overwhelming
and severely impair the individual's ability to function or maintain in the community, to assist
members from progression to a higher level of care.
Excluded Services in Case Management: - ANS 1. physically escorting / transporting to
appointments or staying with consumer during appointments
2. managing finances
3. providing shopping or paying bills services
4. delivering bus tickets, food stamps, money etc
2 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
, 5. counseling, rehabilitative services, psychiatric assessmets, or discharge planning
6. filling out forms or applications on behalf of consumer when the MEMBER IS NOT PRESENT
7. filling out Soonercare forms, applications
8. mentoring or tutoring
9. Case Management to the same family by two different agencies.
Excluded Services in Case Management: - ANS 1. non-face-to-face time spent preparing the
assessment document and the service plan paperwork
2. monitoring financial goals
3. services to nursing home residents
4. psycho-therapeutic or rehabilitative services, psychiatric assessment, or discharge
5. services to members residing in ICF/IID facilities (Intermediate Care Facilities / Individuals
with Intellectual Disabilities)
Excluded Individuals for Case Management Services: - ANS 1. Children / Families for whom
behavioral health case management services are available through OKDHS/OJA staff without
special arrangements with OKDHS, OJA, and OHCA
2. members receiving Residential Behavioral Management Services (RBMS) in foster care or
group home settings unless transitioning into the community
3. residents of ICF/IID and nursing facilities unless transitioning into the community
4. members receiving services under a Home and Community Based Service (HCBS) waiver
program
Travel is a reimbursable service CM through? - ANS ODMHSAS reimburses travel but
Medicaid does not
3 @COPYRIGHT 2025/2026 ALLRIGHTS RESERVED.
