Documentation & Record Management Flashcards
7 cards from real CAA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Documentation & Record Management flashcards as text
A coach uses a cloud storage service to store client records. Which precaution is MOST essential?
Answer: Verifying the service has a Business Associate Agreement (BAA) if applicable
A Business Associate Agreement ensures the cloud provider is contractually obligated to protect client data according to applicable privacy laws.
Which of the following is NOT appropriate to include in a standard coaching session note?
Answer: The coach's personal opinions about the client's character
Personal opinions about a client's character are subjective and unprofessional; session notes should remain factual and goal-focused.
An ADHD coach working with a minor must ensure that documentation practices account for:
Answer: Parental or guardian consent and the minor's assent where appropriate
When coaching minors, obtaining parental or guardian consent while also seeking the minor's assent respects both legal requirements and the client's dignity.
What is the PRIMARY reason ADHD coaches should document changes in a client's stated goals over time?
Answer: To track evolving client needs and ensure coaching remains aligned with current priorities
Tracking goal changes over time allows the coach to ensure that the coaching relationship stays responsive and aligned with what the client currently values.
A coach needs to dispose of old paper client records. The MOST appropriate method is:
Answer: Cross-cut shredding or using a certified document destruction service
Cross-cut shredding or certified destruction services ensure that sensitive client information cannot be reconstructed or accessed after disposal.
Which of the following BEST supports continuity of care if an ADHD coach must suddenly stop practicing?
Answer: Maintaining current, organized records with a documented succession plan
Organized records combined with a succession plan ensure that clients can be transitioned smoothly and their coaching history is preserved.
How should a coach handle a subpoena requesting client records?
Answer: Consult legal counsel, notify the client, and respond within the legal requirements
Consulting legal counsel and notifying the client are essential steps that allow the coach to respond lawfully while still advocating for client privacy.