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Documentation and Record Keeping Flashcards

7 cards from real CDCES 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 and Record Keeping flashcards as text
  1. Under HIPAA, which disclosure of PHI is exempt from the 'minimum necessary' standard?

    Answer: Disclosure to a healthcare provider for treatment purposes

    The minimum necessary rule does not apply to disclosures to providers for treatment, so clinicians can share the full information needed for care.

  2. A patient asks for a copy of their diabetes education records. Under HIPAA, generally how long does the covered entity have to act on the request?

    Answer: 30 days, with one possible 30-day extension

    HIPAA requires action on access requests within 30 days, with a single 30-day extension allowed if the patient is notified in writing.

  3. Which element is especially important to document for a DSMES telehealth visit?

    Answer: The telehealth modality (audio-video or audio-only), the patient's location, and consent

    Billing and compliance rules for telehealth depend on the modality, the patient's location, and documented consent.

  4. Which documented behavioral goal best meets SMART criteria?

    Answer: Walk 20 minutes after dinner 5 days a week for the next 4 weeks

    This goal is specific, measurable, achievable, relevant, and has a time frame.

  5. According to the National Standards for DSMES, which must be documented in the participant's record?

    Answer: Individualized assessment, education plan, self-management goals, and progress or outcomes

    The Standards require documenting the person-centered assessment, the plan, the education delivered, and goal or outcome evaluation.

  6. After the initial year, how much follow-up DSMT does Medicare cover each calendar year?

    Answer: 2 hours

    Medicare covers 2 hours of follow-up DSMT per calendar year after the initial benefit.

  7. When documenting CGM data for most nonpregnant adults with diabetes, what time-in-range goal (70-180 mg/dL) is recommended by international consensus?

    Answer: Greater than 70%

    Consensus targets are TIR above 70% with time below 70 mg/dL under 4%.

How this page was made: written with AI tools and published by Nathan Beja, founder of Practice Test Geeks, who is responsible for its content. Exam facts are checked against the official sources listed below. Not reviewed by a subject-matter expert. Editorial policy

Sources & references

Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy

  1. cbdce.org — Test delivery, eligibility, fees, exam format, passing score, registration, retake fee, retake policy, score release, test dates · verified Oct 2026