Engagement & Rapport
Assessments
Goals & Planning
Ethics & Boundaries
Documentation & Advocacy
100

This is the first phase of case management, where the worker builds trust and begins the helping relationship.

What is engagement?

100

This process involves gathering information about a client’s needs, strengths, and challenges.

What is assessment? 

100

Goals should be Specific, Measurable, Achievable, Relevant, and Time-bound—also known as this acronym.

What is SMART?

100

Social workers must protect this private client information.

What is confidentiality?

100

Case notes should be clear, concise, and this—based on observable facts.

What is objective?

200

Using empathy, warmth, and genuineness helps build this with clients.

What is rapport?

200

In strengths-based practice, the worker identifies these positive abilities and resources in the client.

What are strengths?

200

The smaller steps taken to achieve a larger goal are called these.

What are objectives?

200

Before sharing client information, the worker typically needs this.

What is informed consent / a release of information?

200

DAP notes stand for Data, Assessment, and this.

What is Plan?

300

This communication skill involves fully focusing on the client, reflecting, and responding thoughtfully.

What is active listening?

300

Housing, employment, and access to healthcare are examples of these factors related to health.

What are social determinants of health?

300

This planning process is completed collaboratively with the client to identify goals and services.

What is care planning or service planning?

300

Accepting expensive gifts from a client may violate these.

What are professional boundaries?

300

Helping clients access needed services and resources is called this.

What is advocacy or referral?

400

A worker saying, “It sounds like you’re feeling overwhelmed,” is an example of this skill.

What is reflection or validation?

400

A client’s family, community supports, and spiritual resources are examples of this.

What are support systems?
400

A goal such as “Client will improve life” is problematic because it lacks this SMART element.


What is measurability / specificity?

400

When a worker has both a professional and personal relationship with a client, it is called this.

What is a dual relationship? 

400

This type of documentation error includes subjective language such as “client was lazy.”

What is biased / judgmental?

500

This occurs when a worker becomes overly emotionally involved with a client, blurring professional lines.

What is boundary crossing / boundary issues?

500

Assessing for danger to self or others is part of this type of assessment.

What is a risk assessment?

500

In client-centered planning, who should have the primary voice in goal development?

Who is the client?

500

The professional code guiding social work ethics is this NASW document.

What is the NASW Code of Ethics?

500

Speaking up to reduce barriers in systems on behalf of clients is known as this type of advocacy.

What is systems advocacy or macro advocacy?

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