Case Management Flashcards

A client in outpatient treatment reveals they have been evicted and are now homeless. What is the case manager's FIRST priority?

Answer: Conduct a safety and housing needs assessment

A housing needs and safety assessment must occur first to determine the client's immediate risk and identify appropriate emergency resources.

Which documentation practice best supports continuity of care when a client transfers between levels of treatment?

Answer: Sending a comprehensive transfer summary with treatment history and current goals

A comprehensive transfer summary ensures the receiving provider has all clinical information needed to continue treatment without gaps.

A case manager is coordinating services for a client with co-occurring disorders. Which approach is most effective?

Answer: Integrating substance use and mental health treatment simultaneously

Integrated treatment addressing both disorders simultaneously produces the best outcomes for clients with co-occurring disorders.

What is the primary purpose of a release of information (ROI) form in case management?

Answer: To authorize sharing of confidential client information with specific parties

A ROI form is a legal document that authorizes the counselor to share specific confidential information with named parties.

A client consistently misses appointments with their probation officer. How should the case manager respond?

Answer: Explore the barriers preventing compliance and problem-solve solutions with the client

Exploring barriers and collaboratively problem-solving promotes client engagement and addresses underlying obstacles to compliance.

In case management, what does 'step-down care' refer to?

Answer: Transitioning a client from a higher to a lower intensity of care as they stabilize

Step-down care transitions clients from more intensive settings (e.g., residential) to less intensive ones (e.g., outpatient) as their clinical stability improves.

A case manager discovers that a client's employer-sponsored insurance has lapsed. What should the case manager do?

Answer: Help the client identify alternative funding sources such as Medicaid or sliding-scale fees

Identifying alternative funding options is a core case management function that prevents treatment interruption due to financial barriers.