CIP CIP Documentation & Case Management 2 — Questions and Answers
Question 1: A CIP should conduct a thorough case intake that includes gathering information about:
- Substance use history, medical history, mental health history, and family dynamics (Correct answer)
- Only the substance being used and how long the client has been using
- The client's financial resources for treatment exclusively
- Prior arrest records and legal history only
Correct answer: Substance use history, medical history, mental health history, and family dynamics
Comprehensive intake includes substance use history, medical and psychiatric history, and family dynamics to inform intervention planning and treatment recommendations.
Question 2: Documentation of family pre-intervention meetings should include:
- Topics covered, agreements made, concerns raised, and each participant's commitment level (Correct answer)
- Verbatim transcripts of everything discussed
- Only the final plan with no reference to preliminary discussions
- Confidential information shared about the client by one family member
Correct answer: Topics covered, agreements made, concerns raised, and each participant's commitment level
Pre-intervention meeting documentation should capture key topics, participant agreements, concerns, and commitment levels to inform ongoing preparation.
Question 3: After a client accepts treatment, the CIP's case management responsibility includes:
- Facilitating the client's immediate transport to the treatment facility and confirming admission (Correct answer)
- Monitoring the client's progress throughout the entire treatment episode
- Billing the treatment facility directly for the intervention services
- Providing weekly check-in calls to the client during residential treatment
Correct answer: Facilitating the client's immediate transport to the treatment facility and confirming admission
Immediately following acceptance, the CIP facilitates transport and confirms admission to ensure the client enters treatment while motivation is present.
Question 4: Which records should a CIP retain and for how long?
- All case records for the minimum period required by professional standards and applicable state law (Correct answer)
- Records indefinitely regardless of regulatory requirements
- Records for only the duration of the active intervention engagement
- Records are not required for CIPs who are not licensed mental health professionals
Correct answer: All case records for the minimum period required by professional standards and applicable state law
CIPs must retain records for the minimum period required by applicable professional standards and state law, which varies by jurisdiction.
Question 5: When multiple professionals are involved in a case (CIP, treatment counselor, physician), effective case management requires:
- Clear communication and appropriate release of information to support coordinated care (Correct answer)
- Designating one professional as the case manager who controls all information flow
- Avoiding duplication by having only one professional contact the family
- Limiting communication to protect each professional's client relationship
Correct answer: Clear communication and appropriate release of information to support coordinated care
Coordinated care requires clear communication among involved professionals, facilitated by appropriate releases of information signed by the client.
Question 6: A CIP should document a client's refusal of treatment by recording:
- The client's specific reasons for refusal, the family's response, and next steps planned (Correct answer)
- Only the word 'refused' with the date
- The family's disappointment and emotional reaction
- Speculation about why the client may have refused
Correct answer: The client's specific reasons for refusal, the family's response, and next steps planned
Documenting the specific reasons given for refusal, the family's response, and next steps provides a complete record and guides ongoing case management.
CIP CIP Documentation & Case Management 2
A CIP should conduct a thorough case intake that includes gathering information about: