Deck 6: The Assessment Phase of Case Management

Question 1

Mark is a thirty-five-year-old African American male. He recently injured his back and is no longer able to work at the warehouse where he was employed. Mark's co-worker, James, suggested to Mark that he might be eligible for disability benefits and gave him the phone number for the Department of Human Services. Mark decided to call and made an appointment with Julie, a case manager there.
Individuals often learn about services in a number of ways. Mark learned about services through which of the following methods? ​

A)A referral source
B)A previous experience
C)A professional
D)An informal network

Answer 1

D

Question 2

Lacy is a case worker at a state-funded domestic violence shelter. Her responsibilities include staffing the crisis hotline and completing intake interviews with individuals who need assistance. Lacy has a list of specific questions she is required to ask during the intake interview. After the interview is complete, Lacy writes a report in which she identifies the problem, summarizes case information, and makes recommendations regarding the applicant.
Lacy's method of gathering information about the potential clients would most likely be called a(n): ​

A)unstructured interview.
B)assessment interview.
C)process interview.
D)structured interview.

Answer 2

D

Question 3

Summary recording differs from process recording in several ways. One of the differences is that summary recording: ​

A)gives a concise presentation of interview content.
B)is an accurate account of the verbal exchange.
C)is a factual description of actions and behaviors.
D)includes the case manager's analysis and observations.

Answer 3

A

Question 4

In the process of case management, the first contact between the helper and the applicant is usually called a(n): ​

A)assessment.
B)interview.
C)diagnosis.
D)referral.

Question 5

The format of staff notes, or case notes, usually depends on: ​

A)the length of the interview.
B)the client's strengths.
C)the identified problem.
D)the particular agency.

Question 6

The various roles of the case manager during the first contact with the applicant include which of the following?
I.Recording information.
II.Explaining services.
III.Monitoring progress.
IV.Developing plans. ​

A)II and III
B)II, III and IV
C)I and II
D)I, III and IV

Question 7

In the SOAP format of writing case notes, information about the problem from the client's perspective should be placed under which heading? ​

A)Subjective
B)Objective
C)Assessment
D)Plan

Question 8

Mark is a thirty-five-year-old African American male. He recently injured his back and is no longer able to work at the warehouse where he was employed. Mark's co-worker, James, suggested to Mark that he might be eligible for disability benefits and gave him the phone number for the Department of Human Services. Mark decided to call and made an appointment with Julie, a case manager there.
During Julie's first face-to-face contact with Mark, she should focus on: ​

A)identifying the problem and making an eligibility determination.
B)making sure that she closely follows the role-based case management model.
C)teaching Mark how to become an advocate for himself.
D)explaining the financial constraints of federal assistance programs.

Question 9

A narrative of an interaction between a case manager and the applicant is called: ​

A)process recording.
B)structured recording.
C)unstructured recording.
D)summary recording.

Question 10

The legal concept under which communication between a professional and a client may not be used in court is called: ​

A)informed communication.
B)protected communication.
C)authorized communication.
D)privileged communication.

Question 11

Reasons that staff notes are important include which of the following?
I.They focus on identifying the problem.
II.They provide direction for ongoing treatment.
III.They provide a record of the client's responses.
IV.They focus on connecting services to key issues. ​

A)I, III and IV
B)II, III and IV
C)I, II and III
D)I, II, III, and IV

Question 12

Lacy is a case worker at a state-funded domestic violence shelter. Her responsibilities include staffing the crisis hotline and completing intake interviews with individuals who need assistance. Lacy has a list of specific questions she is required to ask during the intake interview. After the interview is complete, Lacy writes a report in which she identifies the problem, summarizes case information, and makes recommendations regarding the applicant.
The type of report that Lacy writes following the intake interview would most likely be called a(n): ​

A)process record.
B)summary record.
C)assessment record.
D)case record.

Question 13

A focused interaction between the case manager and the applicant guided by a predetermined set of questions is called a(n): ​

A)unstructured interview.
B)process interview.
C)structured interview.
D)summary interview.

Question 14

In the SOAP format of writing case notes, a summary of the counselor's clinical thinking regarding the problem should be included under which heading? ​

A)Subjective
B)Objective
C)Assessment
D)Plan

Question 15

The case manager's feelings, reactions, and impressions, as well as identifying information, content of the interview, and observations are included in a(n): ​

A)process recording.
B)structured recording.
C)unstructured recording.
D)summary recording.

Question 16

Which of the following are benefits of assigning homework after the first contact with a new applicant?
I.It may determine the direction of any future interactions
II.It may promote the applicant's involvement in the process.
III.It may solidify the applicant's intent to return.
IV.It may help the case manager complete the intake summary ​

A)I and II
B)II and III
C)I, III and IV
D)II, III and IV

Question 17

Following the initial focus in gathering information, the case manager should begin to focus on: ​

A)giving homework.
B)process recording.
C)giving advice.
D)problem identification.

Question 18

Which of the following should be taken into account when the case manager completes an intake summary?
I.Mental status exam
II.Client strengths
III.Missing information
IV.Completed forms
V.Implementation documents

A)I, II, III, IV, and V
B)II, III and IV
C)I, II and V
D)I, II, III, and IV

Question 19

Developing the focus of the relationship between the case manager and the applicant should occur during which phase of the initial contact? ​

A)The middle
B)The end
C)The beginning
D)Throughout each phase