Client Relationship Management Flashcards

Which is the best practice when a client wants to discontinue services?

Answer: Ask for feedback, respect their decision, and leave the door open

A respectful exit with feedback preserves goodwill and may lead to referrals or return.

What is the purpose of a pre-participation health screening in client management?

Answer: To identify risk factors and determine whether medical clearance is needed

Screening identifies risks and signals when physician clearance is recommended before training.

Which method best ensures a client understands an exercise explanation?

Answer: Using the teach-back method, asking the client to explain or demonstrate it

Teach-back confirms comprehension by having the client restate or demonstrate the instruction.

A client gives you a gift of significant value. What is the best response?

Answer: Follow your organization's policy and consider whether acceptance could compromise professional objectivity

Gift acceptance should follow policy and avoid conflicts of interest.

How should a specialist respond to a client who is consistently over-ambitious and risks overtraining?

Answer: Educate about recovery and adaptation, and set structured limits collaboratively

Education and collaborative limits protect the client's health while respecting their drive.

What is the best way to set realistic client expectations about results?

Answer: Be honest about timelines and the factors that influence progress

Honest expectations prevent disappointment and build credibility.

Which record-keeping practice best supports professional client relationships?

Answer: Maintaining accurate, secure, and up-to-date client records

Accurate and secure records support continuity of care, accountability, and confidentiality.