CAA Documentation & Record Management 5

Question 1

A coaching contract should include a section on record-keeping that specifies:

Accepted Answer

How records are stored, who can access them, and the retention period

Answer

Contracts should clearly outline record storage methods, access policies, and retention periods so clients understand how their information is managed.

Question 2

A client wants to add their own notes and reflections to their coaching file. The MOST ethical response is to:

Accepted Answer

Allow client-authored entries that are clearly labeled and dated

Answer

Allowing clearly labeled client entries honors client autonomy and enriches the record, while maintaining the integrity of existing documentation.

Question 3

Which of the following BEST describes the difference between process notes and progress notes in coaching?

Accepted Answer

Process notes capture the coach's reflective observations; progress notes record client outcomes and actions

Answer

Process notes are the coach's private reflective tool, while progress notes document client-facing outcomes, goals, and action steps.

Question 4

When co-coaching with another professional, documentation responsibilities should be:

Accepted Answer

Clarified in advance, with both parties knowing their roles and confidentiality obligations

Answer

Clarifying documentation roles and confidentiality expectations in advance prevents gaps, duplication, and ethical breaches in collaborative coaching arrangements.

Question 5

An ADHD coach inadvertently sends a client's progress note to the wrong email address. The FIRST action the coach should take is:

Accepted Answer

Immediately notify the affected client and take steps to mitigate the breach

Answer

Prompt notification to the affected client and active steps to contain the breach are required ethical responses to any confidentiality incident.

(CAA) Certified ADHD Coach Practice Test

(CAA) Certified ADHD Coach Practice Test

CAA Documentation & Record Management 5