Case Management Flashcards
7 cards from real CDC practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Case Management flashcards as text
A client's sister calls the coach asking how the client is doing in coaching. No release is on file. What should the coach do?
Answer: Decline to confirm or share any information about the client
Without written consent, the coach should not disclose even the existence of the coaching relationship.
Which approach to session notes is most consistent with sound divorce coaching case management?
Answer: Brief, factual notes focused on goals, actions, and agreed next steps
Concise, objective notes support continuity while limiting harm if records are ever subpoenaed.
A coach realizes she previously coached the spouse of a new prospective client. What is the best course of action?
Answer: Decline the engagement due to a conflict of interest and provide referrals
Coaching both spouses in the same divorce creates a conflict of interest and risks confidential information.
A client shows signs of severe depression, including saying she no longer sees a reason to live. What should the coach do?
Answer: Treat it as a crisis, follow safety protocols, and connect her immediately with crisis or mental health services
Risk of self-harm requires immediate referral to crisis or licensed mental health professionals, which is outside coaching scope.
What is the main benefit of a divorce coach using a structured goal-tracking system across the case?
Answer: It makes progress visible and keeps sessions focused on the client's priorities
Goal tracking supports focus, accountability, and measurable progress through the divorce process.
A client wants to bring her new partner into coaching sessions to discuss the divorce. Which is the most important consideration?
Answer: Confidentiality may be affected and the client should understand the implications first
Third-party presence can affect confidentiality and privilege, so the client should make an informed decision, ideally after consulting her attorney.
When preparing a client for a meeting with a financial professional, which coaching task is most appropriate?
Answer: Helping the client list questions and gather requested documents
Coaches help clients prepare and organize, while valuation and financial advice come from financial professionals.