Deck 11: Case Management

Question 1

Which of the following is not an element of case management?

A) documentation
B) utilization-focused evaluation
C) communication with stakeholders
D) business activities

Answer 1

B

Question 2

____ is an intensive, interpersonally focused relationship in which one person is designated to facilitate the development of therapeutic competence in one or more other persons:

A) Collaboration
B) Consultation
C) Clinical supervision
D) Co-therapy
E) Medical consultation

Answer 2

C

Question 3

The case record, notes, and files, belong to:

A) the client.
B) the clinician.
C) the agency.
D) the third-party payer.
E) the stakeholder.

Answer 3

C

Question 4

Case notes are written after which types of clinical contacts?

A) individual counseling sessions
B) group counseling sessions
C) phone contacts
D) Both a and b
E) All of the above

Question 5

Case management ends with:

A) the pre-interview.
B) rapport and trust-building.
C) work stage.
D) closure.
E) the post-interview.

Question 6

The Clinician Observations portion of a case note includes therapist observations of:

A) client functioning in the session.
B) apparent changes in thinking.
C) client appearance.
D) how the client relates to the counselor.
E) Two of the above
F) Three of the above
G) All of the above

Question 7

The Subjective Client Report portion of a case note should be:

A) a verbatim record of the client's self-report of changes in thoughts, mood, etc.
B) a brief summary of the client's report of changes in thoughts, mood, etc.
C) a brief summary of the client's report of changes in different settings.
D) a verbatim summary of the client's report of changes in different settings.
E) a or d
F) b or c
G) Any of the above

Question 8

This section of the Intake Summary may include the need for further assessment, referral, or consultation:

A) Mental Status Exam
B) Background, Family, and Relevant History
C) Presenting Concerns
D) Identifying Information
E) Goals for Counseling and Course of Counseling To Date

Question 9

"If it wasn't documented, then it didn't happen!" This refers to documentation as:

A) a clinical resource.
B) a form of utilization-focused evaluation.
C) a mechanism for showing accountability.
D) Two of the above
E) All of the above

Question 10

A statement about the client's commitment and adherence to the treatment plan may be included in which portion of the case notes?

A) Current Plan
B) Current Assessment
C) Subjective Report
D) Clinician Observations

Question 11

Overview of treatment approach, overview of client resistance, and comments about remaining elements of the treatment plan all are part of which portion of the Termination Summary?

A) progress summary
B) reason for termination
C) treatment plan compliance
D) post-termination after-plan

Question 12

Clinical supervision may focus on:

A) use of clinical tools.
B) counseling skills.
C) the clinician's personal functioning.
D) Two of the above
E) All of the above

Question 13

When clients leave counseling early because they begin to feel early relief from distress or dysfunction, termination may be:

A) summarized.
B) in compliance with the treatment plan.
C) an outcome goal.
D) unplanned.

Question 14

This section of the Intake Summary provides a short two or three sentence overview of the client and summarizes basic demographics:

A) Mental Status Exam
B) Background, Family, and Relevant History
C) Presenting Concerns
D) Identifying Information
E) Goals for Counseling and Course of Counseling To Date

Question 15

Accurate record-keeping is used as:

A) a clinical resource.
B) a form of utilization-focused evaluation.
C) a mechanism for showing accountability.
D) Two of the above
E) All of the above

Question 16

Case management begins with:

A) the pre-interview.
B) rapport and trust-building.
C) work stage.
D) closure.
E) the post-interview.

Question 17

"Information on record" and "Psychological testing results" are two forms of:

A) diagnosis and treatment planning notes.
B) case notes.
C) initial contact information.
D) treatment planning notes.

Question 18

Whose responsibility is it to ensure client records are stored and protected securely following termination?

A) the client
B) the clinician
C) the agency
D) the stakeholder
E) the third-party payer
F) Two of the above
G) Any of the above

Question 19

Referring the case example of Sienna, the counselor wrote the following information in the intake summary: "a problematic pattern of psycho-emotional and attitudinal dependence." This information most likely was recorded under:

A) Mental Status Exam
B) Background, Family, and Relevant History
C) Presenting Concerns
D) Identifying Information
E) Goals for Counseling and Course of Counseling To Date

Question 20

Case notes, or progress notes, are always tied to the:

A) intake summary.
B) termination summary.
C) mental status exam.
D) treatment plan.

Question 21

Individual counseling plus family counseling or couples counseling is an example of:

A) conjoint therapy.
B) co-therapy.
C) dual therapy.
D) unethical treatment.
E) dual relationships.

Question 22

Time management means being on-time, and present as expected for:

A) client appointments.
B) assigned office hours.
C) intake duty.
D) on call and emergency staffing.
E) a and b
F) c and d
G) All of the above

Question 23

As a general rule, the confidentiality of the client under the age of 18 is "owned" by:

A) the client.
B) the state or province.
C) the parent or guardian.
D) the school system.

Question 24

Which of the following is most accurate? As a general rule, supervision:

A) focuses more on skill development and case content earlier in a supervisee's training.
B) focuses more on skill development and case content later in a supervisee's training.
C) focuses more on the supervisee's personal functioning earlier in training.
D) focuses more on the supervisee's personal functioning later in training.
E) both a and d
F) both b and c
G) Not enough information to determine

Question 25

_____ is one of the most important foundational elements needed to make professional counseling work:

A) Billing
B) Confidentiality
C) Consultation
D) Supervision
E) Time management

Question 26

Carefully monitoring the client's progress, compliance, and experience of the counseling relationship is one facet of:

A) day-to-day office issues.
B) caseload management.
C) clinical time management.
D) managing business matters.

Question 27

When an inquiry about a client's disposition is made by a governmental agency such as public health officials, the counselor's main responsibility is to:

A) provide only enough information to guard the public health interest.
B) provide information only about whether the client is in treatment.
C) provide information about whether the client is in treatment, and whether the client is complying with the treatment plan.
D) protect confidentiality.

Question 28

_____ occurs when two or more clinicians work directly together:

A) Conjoint therapy
B) Co-therapy
C) Dual therapy
D) Unethical treatment
E) Dual relationships

Question 29

Generally speaking, American courts can legally require clinicians to break confidentiality except when:

A) therapy is still ongoing.
B) the client is a danger to himself or herself or someone else.
C) protected by the legal right of privileged communication.
D) it is not in the client's best interest.
E) it is not in the public's best interest.

Question 30

Individual counseling plus group psychotherapy is an example of:

A) conjoint therapy.
B) co-therapy.
C) dual therapy.
D) unethical treatment.
E) dual relationships.

Question 31

_____ is a temporary relationship in which the clinician seeks out expert opinion or advice from another professional about the needs of the client.

A) Collaboration
B) Consultation
C) Clinical supervision
D) Co-therapy
E) Medical consultation

Question 32

_____ occurs when the mental health clinician refers the client for an examination of physical causes or complaints.

A) Collaboration
B) Consultation
C) Clinical supervision
D) Co-therapy
E) Medical consultation

Question 33

Federal laws requiring confidentiality by health insurance companies regarding client information generally fall under the rubric of:

A) HIPAA.
B) VPISU.
C) UTA.
D) TUNO.
E) JMUHVA.
F) VCURVA.

Question 34

Discussing billing procedures and collecting fees:

A) is best left to office staff or the office manager.
B) is a significant part of case management.
C) is the responsibility of insurance companies, HMOs, or other third-party payers.
D) interferes with counseling when discussed too early.
E) Two of the above
F) Three of the above
G) All of the above

Question 35

Which is the correct form of consultation?

A) when the clinician meets with the consultant to discuss a case
B) when the clinician refers the client to meet directly with the consultant
C) when the clinician refers the client to begin therapy with the consultant
D) when the clinician and consultant begin co-therapy with the client
E) Two of the above
F) Three of the above
G) All of the above

Question 36

The acronym used to summarize one of the most common methods of case note preparation is:

A) SOAP.
B) SOFA.
C) HOKEIS.
D) HOKIES.

Question 37

When friends, family, or employers inquire about a client's well-being, the therapist's main responsibility is to:

A) be therapeutic.
B) maintain confidentiality.
C) provide as much information as is reasonable.
D) advocate.

Question 38

Monitoring client contacts, billing, dealing with third-party payers, and financial management are essential requirements for professional practice if you:

A) work as a salaried employee.
B) work as a private practitioner.
C) become a licensed professional counselor.
D) become a licensed clinical social worker.
E) Two of the above
F) Three of the above
G) All of the above

Question 39

In her work with the fictional "client," Scarlett O'Hara (presented in the text) the clinician wrote the following in the Intake Report: "Scarlett was dressed in professional attire and her appearance was appropriate." This information most likely:

A) was recorded in the Mental Status Exam section.
B) was unethical to make a written note of.
C) should be saved for the midterm report.
D) was recorded in the Presenting Concern section.

Question 40

A counselor, a high school student client, and the client's parents may agree that the counselor will only share with the parents information about whether the client attended and participated in sessions, and will not share the content of session conversations. This arrangement:

A) will be legally binding under normal circumstances.
B) will be binding by ethical guidelines under normal circumstances.
C) may be broken by the counselor at any time for any reason.
D) may be broken by the parents at any time for any reason.