Exam 13: Case Management Principles: Optional Review

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Name 2 of the 4 guidelines for filling out forms.

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Two of the four guidelines for filling out forms are:

1. Read the entire form before starting: Before you begin filling out a form, take the time to read through it completely. This will help you understand what information is required and ensure that you have all the necessary details at hand. It also allows you to identify any instructions or specific requirements for each section of the form.

2. Use clear and legible handwriting: If the form is to be filled out by hand, make sure to write neatly and legibly. Use black or blue ink as these colors are typically preferred for their clarity and are less likely to fade over time. If you make a mistake, correct it as neatly as possible, following any provided instructions for making corrections. If the form allows or requires typing, ensure that you use a standard font and size for readability.

As pertains to the Verification of Appointment Form,the signature of the person conducting the intake must appear in proper alignment.The landmarks of the signature placement are:

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Verified

B

While assessing the mood of the person undergoing a phone intake,it is essential to concurrently,if applicable,assess and record information regarding:

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Verified

D

Which of the following is an appropriate description of the mood of a client undergoing intake?

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Pertaining to the intake item of "chief complaint," it is essential to record:

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When recording the "chief complaint," the person conducting the intake should:

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The information included in Step 1,at the top of the form,is:

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On a verification form,what date should a case manager put on the date line?​

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If the person undergoing intake is employed,input the following information to the form:

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When conducting a client intake by phone,which of the following is not deemed an appropriate reason for speaking with an individual other than the client him- or herself?

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A client intake is taking place.The individual has recently completed high school and is scheduled to begin studies at Wake Forest University in two short months.The line on the form pertaining to "school" should read:

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Margaret is conducting the intake.The first place in which her name appears on the intake form is:

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