CAA Documentation & Record Management 2

Question 1

A CAA coach is switching from paper to digital records. Which factor is MOST important when selecting a digital platform for client documentation?

Accepted Answer

HIPAA-compliant encryption and access controls

Answer

HIPAA-compliant encryption and access controls protect confidential client information and are the top priority when selecting a digital documentation platform.

Question 2

Which element should always appear on a coaching session note to ensure clarity and accountability?

Accepted Answer

Date of session, goals discussed, and action steps agreed upon

Answer

Session notes should at minimum capture the date, goals addressed, and action steps to create a clear record of progress and commitments.

Question 3

A client requests their complete coaching file. Under ethical best practices, the coach should:

Accepted Answer

Share the records in a timely manner as the client owns their own data

Answer

Clients have the right to access their own records, and ethical coaching practice requires timely provision of that information upon request.

Question 4

How long should a certified ADHD coach typically retain client records after the coaching relationship ends?

Accepted Answer

At least 7 years, or longer if state law requires

Answer

A minimum of 7 years is a widely recommended retention period, though coaches must also comply with applicable state laws that may require longer retention.

Question 5

Which practice BEST protects against unauthorized access to electronic client records?

Accepted Answer

Using unique strong passwords and two-factor authentication

Answer

Strong, unique passwords combined with two-factor authentication significantly reduce the risk of unauthorized access to sensitive electronic records.

(CAA) Certified ADHD Coach Practice Test

(CAA) Certified ADHD Coach Practice Test

CAA Documentation & Record Management 2