Question 1

Briefly describe the financial purpose of monitoring services and following a client.

Accepted Answer

The financial purpose of monitoring services and following a client is multifaceted, serving both the service provider and the client in various ways:

1. Risk Management: Monitoring services help in identifying potential risks and issues early on. By keeping a close eye on a client's financial activities, service providers can detect signs of distress, fraud, or non-compliance with regulations. This proactive approach allows for timely interventions to mitigate risks, which can save both the service provider and the client from financial losses.

2. Improved Decision Making: Following a client's financial performance and behavior enables service providers to gather valuable data. This data can be analyzed to provide insights into the client's financial health, preferences, and needs. Such insights can inform better decision-making regarding the products or services offered to the client, ensuring they are tailored to the client's specific situation.

3. Customer Retention: By monitoring and following clients, service providers can offer personalized services and anticipate client needs. This level of attention can increase client satisfaction and loyalty, leading to longer client retention and potentially more business through referrals.

4. Revenue Generation: Monitoring services can be a source of revenue in themselves if clients are charged for these services. Additionally, by understanding a client's financial trajectory, service providers can identify opportunities to upsell or cross-sell additional products or services that align with the client's evolving needs.

5. Compliance and Reporting: For financial institutions, monitoring clients is often a regulatory requirement to prevent money laundering, terrorism financing, and other illegal activities. Compliance with these regulations not only avoids penalties but also maintains the institution's reputation, which is crucial for financial trust and stability.

6. Portfolio Management: For investment firms and advisors, following a client's financial situation is essential for effective portfolio management. It allows for the adjustment of investment strategies based on the client's changing risk tolerance, investment goals, and market conditions, aiming to optimize returns and manage losses.

In summary, monitoring services and following a client serve the financial purpose of managing risks, enhancing decision-making, fostering customer retention, generating revenue, ensuring compliance, and managing investment portfolios effectively. These activities ultimately contribute to the financial stability and growth of both the service provider and the client.

Question 2

In terms of monitoring,and against the backdrop of increasingly limited funds for social services,in many ways,the case manager assumes the role of:

Accepted Answer

A)  ​Auditor 
B)  ​Manager 
C)  ​Accountant 
D)  ​Cashier A

Question 3

The most crucial aspect of follow up,as opposed to other forms of monitoring,is:

Accepted Answer

A)  ​Rapport building 
B)  ​Stabilization 
C)  ​Ensuring physical well-being 
D)  ​Averting harm to self or others B

Question 4

Monitoring of treatment and/or services is a fundamental aspect in the demand for:

Accepted Answer

A)  ​Progress 
B)  ​Goal achievement 
C)  ​An agency's seal of quality 
D)  ​Reimbursement

Question 5

When assessing a client's ability to adapt to a sheltered-living apartment,you find that the client is not on track to achieve goals despite revisions in the service plan.As a professional,you would be remiss if you did not consider:

Accepted Answer

A)  ​The endless chances you have already given and the fact that your patience is running thin 
B)  ​The fact that other, perhaps more suitable candidates might be waiting for a vacancy 
C)  ​The repercussions you will bear if this does not succeed 
D)  ​The fact that you might be "spinning wheels" and wasting time and money

Question 6

Therapeutically speaking,a crisis:

Accepted Answer

A)  ​Usually causes setback 
B)  ​Almost always results in relapse when the client is in recovery 
C)  ​Drains the limited resources of a case manager 
D)  ​Can be the catalyst for growth

Question 7

When referring to an agency,it is essential to ensure that it does not:

Accepted Answer

A)  ​Screen referred clients too strictly 
B)  ​Screen referred clients unfairly 
C)  ​Accept anybody and everybody 
D)  ​Engage in fraudulent use of funds

Question 8

Once the treatment plan is established and the counselee becomes part of a caseload:

Accepted Answer

A)  ​The counselor has carte blanche to interview any relevant person. 
B)  ​The counselor has carte blanche to interview any relevant person as long as sensitive aspects of the case are not divulged. 
C)  ​Monitoring is subject to rules of confidentiality. 
D)  ​All aspects of the case can be discussed except for diagnoses and information pertaining to HIV-AIDS.

Question 9

List and describe the 4 steps involved in responding to a crisis.

Accepted Answer

The answer of List and describe the 4 steps involved...

Question 10

Describe how a case manager can monitor a client outside of the office environment.Be sure include the advantages of doing so.

Accepted Answer

The answer of Describe how a case manager can monitor...

Question 11

When your client Alisha is riding the bus to work for the first time and expresses profound anxiety:

Accepted Answer

A)  ​Speak to her about her concerns beforehand 
B)  ​Ride the bus with her for the first time 
C)  ​Meet her at the point-of-departure bus stop 
D)  ​Meet her at her destination and debrief her

Question 12

When goals are not being attained and progress is not going as expected,it is recommended that the case manager send a message to the referral-agency contact utilizing which specific pronoun?

Accepted Answer

A)  ​You 
B)  ​He/she 
C)  ​They 
D)  ​I

Question 13

A client phones you.He states that he is undergoing a crisis.

Accepted Answer

A)  ​Assess whether or not it is truly a crisis before responding fully 
B)  ​Assess whether it is a case of overdependence 
C)  ​Respond immediately 
D)  ​Respond immediately but only with open-ended questions

Exam 23: Documentation and Recording