Fundamentals I
Fundamentals II
Ethics & Legal
Assessment Phase
Service Delivery Planning
100

A collaborative process involving skills in assessment, communication, coordination, consulting, teaching, modeling and advocacy that aim to enhance the functioning of the client.

What is Case Management?

100

Written record of the work with the client

What is documentation?

100

One of the first points of discussion between a client and a Case Manager.

What is confidentiality?

100

A title given to a person before eligibility is determined.

What is an applicant?

100

These types of questions elicit facts.

What are closed questions?

200

The periodic examination of a client's case

What is Case Review?

200

Advocate, Broker, Counselor, Coordinator

What are roles of a case Manager?

200

This act protects the confidentiality of client health records.

What is HIPPA?

200

The first contact between a Case Manager and an applicant.

What is an interview?

200

A document that sets forth client goals and objectives of service delivery.

What is a plan?

300

Assessment, Planning and Implementation

What are the three phases of case management?

300

This role links the client with needed services.

What is the Broker?

300

This act protects the educational records of children.

What is FERPA?

300

Directed and focused interactions with a set form of questions.

What is a structured interview?

300

The recognized model for writing effective objectives for a service plan.

What is SMART?

400

Diagnostic study of the client and the client's environment.

What is assessment?

400

This role provides outside professional knowledge and support.

What is the Consultant?

400

This arises when a Case Manager must violate the confidentiality of a client.

What is duty to warn?

400

A set of questions designed to determine a persons current mental state.

What is a mental status exam?

400

The classification system for mental health diagnoses used in the United States.

What is the DSM-5?

500

Providing services, Problem resolution and monitoring service delivery

What makes up the Implementation phase of Case Management?

500

This role speaks on behalf of clients when they are unable to do so.

What is the Advocate?

500

This court decision of 1974 and 1976 established that mental health practitioners have a duty to warn not only anyone who works with the client and the police, but also the intended victim.

What is the Tarasoff Case?

500

A narrative telling of an interaction with a client.

What is a process recording?

500

This connects the client with resources within the agency or from another agency.

What is a referral?

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