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Case Management Flashcards

7 cards from real CDC practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Case Management flashcards as text
  1. A client's attorney asks the coach to provide her coaching notes for use in a custody dispute. What should the coach do first?

    Answer: Verify proper client consent or legal process and consult on obligations before releasing anything

    Records should only be released with valid consent or legal compulsion, and altering or destroying them is improper.

  2. Which of these is a sign that a coaching case should be referred to a therapist alongside or instead of coaching?

    Answer: The client is stuck in persistent trauma symptoms that prevent forward planning

    Ongoing trauma or clinical symptoms call for licensed mental health support, as coaching is forward-focused and non-clinical.

  3. How should a divorce coach handle a client who wants to end coaching before her divorce is finalized?

    Answer: Respect the decision, hold a closing conversation, and offer referrals or resources

    Clients have the right to end coaching, and a respectful close with resources supports continuity of care.

  4. A client asks the coach to help her secretly move money to a separate account before filing. What is the appropriate response?

    Answer: Decline to assist and encourage her to discuss disclosure obligations with her attorney

    Coaches must not facilitate concealment of marital assets and should direct legal questions to the client's attorney.

  5. Which practice best supports secure handling of client records?

    Answer: Storing records in password-protected or encrypted systems with limited access

    Client records should be protected with appropriate security safeguards.

  6. At the start of a case, why is it important for the coach to identify the professionals already involved, such as attorneys, mediators, and therapists?

    Answer: To coordinate support, avoid duplicating roles, and make appropriate referrals

    Mapping the client's team helps the coach work collaboratively within role boundaries.

  7. A client becomes angry and blames the coach after an unfavorable temporary court order. What is the best coaching response?

    Answer: Acknowledge her feelings, stay calm, and refocus on next steps she can control

    Validating emotions and redirecting to controllable actions keeps the client moving forward.