Exam 22: Making the Referral and Assembling the Record

Correct Answer:

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A case manager may have various types of contact with a client to provide support, resources, and coordination of services. Three common types of contact a case manager might have with a client include:

1. **In-Person Contact:** This is face-to-face interaction, which is often considered the most personal and effective form of communication. In-person contact allows the case manager to observe non-verbal cues, build a stronger rapport, and directly assist with tasks such as filling out paperwork, navigating services, or conducting assessments. It can occur in various settings, such as a case manager's office, the client's home, hospitals, or during community visits.

2. **Telephonic Contact:** Case managers often communicate with clients over the phone. This type of contact is useful for regular check-ins, updates, and coordination of services when in-person meetings are not possible or necessary. Telephonic contact is convenient for both the case manager and the client, saving time and resources, and can be particularly useful for clients with mobility issues or those living in remote areas.

3. **Electronic Contact:** With the advancement of technology, case managers increasingly use electronic means to communicate with clients. This can include email, text messaging, video calls, or the use of specialized case management software platforms. Electronic contact provides a written record of communication and can be a quick way to share information, resources, or to set up appointments. It is also beneficial for clients who are comfortable with technology and prefer this mode of communication.

Each type of contact has its own advantages and can be used in different situations depending on the needs of the client, the nature of the services being provided, and the resources available to the case manager and the client. Effective case management often involves a combination of these contact methods to ensure comprehensive and responsive support for the client.