Exam 23: Documentation and Recording

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What are 2 governmental requirements when documenting a contact with a client?​

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When documenting a contact with a client, governmental requirements can vary depending on the country, state, or local jurisdiction, as well as the specific government agency or program involved. However, there are two common requirements that are often mandated by government entities to ensure proper record-keeping and accountability:

1. **Accuracy and Completeness**: Governmental entities typically require that any contact with a client be documented accurately and completely. This means that the information recorded should reflect exactly what was discussed or transpired during the interaction. Details such as the date and time of contact, the identity of the client, the method of communication (e.g., in-person, phone, email), the purpose of the contact, and the outcomes or agreements reached should all be included. This ensures that there is a clear and comprehensive record of the interaction that can be referred back to if necessary.

2. **Confidentiality and Privacy Compliance**: When documenting client contacts, it is essential to adhere to laws and regulations concerning the client's privacy and the confidentiality of their information. This includes following guidelines set forth by legislation such as the Health Insurance Portability and Accountability Act (HIPAA) in the United States, the General Data Protection Regulation (GDPR) in the European Union, or other relevant data protection laws. It is important to secure the documentation so that it is not accessible to unauthorized individuals and to ensure that any sharing of the information complies with legal requirements.

In addition to these two requirements, government agencies may have specific forms or electronic systems that must be used for documentation, and there may be timelines within which the documentation must be completed and submitted. It is important for individuals and organizations to be familiar with and adhere to all relevant guidelines and regulations to maintain compliance and provide quality service to clients.

A verbatim interaction between the case manager and the client and/or service-provider should be in which of the following formats:​

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Name 4 significant disabilities that need to documented.

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When discussing significant disabilities that need to be documented, it's important to recognize that documentation serves as a means to ensure individuals receive appropriate accommodations and support services. Here are four significant disabilities that typically require documentation:

1. **Learning Disabilities**: This category includes a variety of disorders that affect the ability to understand or use spoken or written language, do mathematical calculations, coordinate movements, or direct attention. Examples include dyslexia, dyscalculia, and dysgraphia. Documentation for learning disabilities often includes psychoeducational testing and assessments by qualified professionals.

2. **Physical Disabilities**: These are conditions that significantly impact one or more of a person's major life activities. Examples include mobility impairments, such as those requiring the use of a wheelchair, as well as chronic conditions like multiple sclerosis, cerebral palsy, or muscular dystrophy. Documentation typically includes medical records, reports from physicians or physical therapists, and may detail the functional limitations caused by the disability.

3. **Mental Health Disorders**: Mental health conditions such as depression, anxiety disorders, bipolar disorder, and schizophrenia can be considered disabilities when they substantially limit one or more major life activities. Documentation for these conditions usually comes from mental health professionals and may include clinical assessments, treatment records, and reports detailing how the condition affects the individual's daily functioning.

4. **Sensory Impairments**: This includes disabilities related to vision and hearing. For individuals who are blind or have low vision, documentation might include reports from an ophthalmologist or optometrist. For those who are deaf or hard of hearing, audiograms and assessments from audiologists are common forms of documentation. These reports help to establish the extent of the impairment and the accommodations that may be necessary.

It's important to note that the specific documentation required can vary depending on the context, such as educational settings, employment, or access to government services. The documentation should be current and include a clear diagnosis, the methodology used to determine the disability, and recommendations for accommodations that would provide equal access or opportunity.

The case manager,Enrique,meets with the rabbi of his client,Josh.This is known as which type of meeting?​

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Which of the following is considered an appropriate note following a contact?​

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List 5 words that could be construed as judgmental in documenting a contact with a client

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The use of black ink when filling out case notes and other forms is:​

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Provide 4 examples of a client's behavior that should be documented if it is significant.

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When writing notes,it is considered essential to include evidence of _____________ between you and the referral agency/service provider:

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What is the minimal requirement for a counselor as regards the monitoring of service delivery to his or her client?​

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Correct the following case note: 07/15/15: Phil called the office today to complain about his services.Reports that he has had little contact with his housing manager and his psychiatrist.Appears very agitated and angry.Will call both to clarify what the issue is and see what they have to say about what has happened.

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Write a contact note for the following: Maria came to see you today after a night of drinking with her friends.This is the third time this has happened in 6 months.You discuss your concern with her.Maria refuted the idea that she has a drinking problem and became hostile and loud.She left the appointment very angry and you are frustrated by her behavior.No follow up was scheduled.

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Name the 3 types of contact a case manager might have with a client.

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Writing and maintaining notes that are accurate,comprehensive,and up-to-date is a(n)___________ obligation.

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Which of the following is an appropriate way to describe a client?

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Phil is not meeting the stated goals of his program.He is simply not achieving the levels of progress set forth in his treatment plan.The correct procedure as pertains to the treatment plan is:​

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Mannerisms,dress,attitudes,or expressions-all impressions of a client during a contact-reflect:​

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