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CMGT-BC practice questions

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Question 1Case Management Process, Role, and Scope of Practice

A client has just been identified and engaged for case management services. Which activity is the next step in the case management process?

  1. Negotiating service contracts
  2. Evaluating client outcomes
  3. Completing a comprehensive assessment Correct answer.
  4. Developing the care plan

Explanation

The case management process moves sequentially from identification and engagement to a comprehensive assessment of clinical, functional, psychosocial, and financial needs. Planning, implementation, coordination, monitoring, and evaluation follow the assessment, because the plan must be built on collected data.

Question 2Case Management Process, Role, and Scope of Practice

Which statement best describes the primary goal of case management?

  1. Delivering direct bedside care during acute illness
  2. Determining whether services meet medical necessity criteria
  3. Coordinating care and resources to achieve quality, cost-effective outcomes Correct answer.
  4. Supervising nursing staff assigned to a care unit

Explanation

Case management is a collaborative process that coordinates services and resources so that clients receive appropriate, quality care at a sustainable cost. Direct clinical care and staffing supervision belong to other roles.

Question 3Case Management Process, Role, and Scope of Practice

A payer denies coverage for a skilled nursing stay that the treatment team documents as necessary. Which action best reflects the case manager's advocacy role?

  1. Instructing the client to pay privately for the service
  2. Documenting the denial and closing the case
  3. Submitting an appeal with clinical evidence of need Correct answer.
  4. Advising the client to seek a different insurance plan

Explanation

Advocacy means representing the client's needs and preferences within the system, which includes using appeal mechanisms and clinical evidence when a denial appears inconsistent with documented need. The case manager informs and supports the client throughout that process.

Question 4Case Management Process, Role, and Scope of Practice

Which activity falls within utilization review rather than the broader case management process?

  1. Assessing the client's psychosocial support system
  2. Coordinating home care services after discharge
  3. Applying established criteria to determine the medical necessity of an admission Correct answer.
  4. Teaching the client about a new medication

Explanation

Utilization review applies standardized criteria to decide whether a service or level of care is appropriate and payable. Case management encompasses a broader collaborative process that includes assessment, coordination, education, and advocacy.

Question 5Case Management Process, Role, and Scope of Practice

A client with intact decision-making capacity declines the recommended post-acute placement. What is the case manager's most appropriate action?

  1. Explore the client's reasons, offer alternatives, and document the discussion Correct answer.
  2. Ask the family to sign the consent on the client's behalf
  3. Close the case because the client is noncompliant
  4. Override the refusal because the plan is clinically indicated

Explanation

Clients with capacity have the right to accept or refuse recommended services, and the case manager's role is to inform, explore concerns, and offer alternatives. The discussion, options presented, and the client's decision are documented.

Question 6Case Management Process, Role, and Scope of Practice

Which intervention most directly reduces readmission risk during a transition from hospital to home?

  1. Mailing a satisfaction survey one week after discharge
  2. Extending the length of stay by two days for all clients
  3. Reconciling medications and scheduling a follow-up visit before discharge Correct answer.
  4. Giving the client a printed list of diagnoses without review

Explanation

Medication reconciliation combined with a confirmed follow-up appointment addresses the most common drivers of early readmission: medication errors and absent post-discharge follow-up. These actions should be completed before the client leaves the facility.

Question 7Case Management Process, Role, and Scope of Practice

Two clients have equal clinical need, but only one transitional housing slot is available. Which approach is most consistent with ethical case management practice?

  1. Giving priority to the client most likely to express gratitude
  2. Applying consistent, need-based criteria and documenting the rationale Correct answer.
  3. Giving priority to the family that calls most frequently
  4. Giving priority to the client with the greatest ability to pay

Explanation

When resources are scarce, fairness requires transparent, consistently applied criteria based on need rather than personal or financial considerations. Documenting the rationale supports accountability and continuity if the decision is later reviewed.

Question 8Case Management Process, Role, and Scope of Practice

A registered nurse case manager is delegating tasks to unlicensed assistive personnel. Which task is appropriate to delegate?

  1. Arranging transportation for a follow-up appointment Correct answer.
  2. Providing initial teaching about a newly prescribed medication
  3. Evaluating whether the care plan outcomes were achieved
  4. Assessing the client's understanding of discharge instructions

Explanation

Delegation may include discrete, predictable tasks that do not require nursing judgment, such as arranging transportation. Assessment, initial teaching, and evaluation require the professional nurse's clinical judgment and accountability.

Question 9Case Management Process, Role, and Scope of Practice

A client's employer contacts the case manager and asks for the client's diagnosis. What is the appropriate response?

  1. Decline to share information without the client's written authorization Correct answer.
  2. Provide the diagnosis because the employer pays the premium
  3. Give the information verbally to avoid creating a record
  4. Share a brief summary because the employer has a legitimate interest

Explanation

Protected health information may be disclosed only with the client's written authorization or as otherwise permitted by law. Payment of a premium or an employer relationship does not create a right of access to clinical information.

Question 10Case Management Process, Role, and Scope of Practice

A client with limited English proficiency is being discharged on a complex medication regimen. Which action is most appropriate?

  1. Ask the client's young adult child to interpret the instructions
  2. Send written materials in English for the client to read at home
  3. Arrange a qualified interpreter and translated teaching materials Correct answer.
  4. Postpone discharge teaching until the client learns more English

Explanation

Culturally competent care requires communication in a language the client understands, using qualified interpreters and translated materials. Relying on family members risks errors and breaches privacy, and withholding teaching delays safe discharge.

Question 11Case Management Process, Role, and Scope of Practice

Which approach best reflects population-based case finding?

  1. Using claims and predictive data to identify high-risk, high-cost clients Correct answer.
  2. Assigning cases to case managers in the order referrals arrive
  3. Reviewing only clients who request case management services
  4. Waiting for physicians to refer clients for case management

Explanation

Case finding uses data such as claims history, risk scores, and predictive modeling to proactively identify clients most likely to benefit from case management. Reactive approaches miss high-risk clients who never self-refer.

Question 12Case Management Process, Role, and Scope of Practice

During a discharge huddle, a colleague asks the nurse case manager to change a client's medication dose so discharge can proceed. What is the best response?

  1. Change the dose and inform the provider afterward
  2. Ask another nurse to change the dose instead
  3. Document the request and take no further action
  4. Decline and refer the request to the prescriber Correct answer.

Explanation

Prescribing and dose adjustment fall outside the case manager's scope and must be handled by the prescriber. The case manager supports timely discharge by escalating the request appropriately and documenting the action taken.

Question 13Case Management Process, Role, and Scope of Practice

Which measure best demonstrates the effectiveness of a case management program?

  1. A reduction in avoidable readmissions among enrolled clients Correct answer.
  2. The number of clients enrolled during the year
  3. The total number of telephone contacts made
  4. The number of case managers employed by the program

Explanation

Effectiveness is shown by improved client outcomes attributable to the intervention, such as fewer avoidable readmissions or improved functional status. Volume and staffing figures are process or structural measures, not outcome measures.

Question 14Case Management Process, Role, and Scope of Practice

What is the primary purpose of the interdisciplinary care conference?

  1. To review staff performance and assign discipline
  2. To rank clients by acuity for staffing purposes
  3. To complete required documentation for billing
  4. To share information and coordinate a single plan across disciplines Correct answer.

Explanation

The conference brings together the client, family, and multiple disciplines to align goals and prevent duplication or conflict in the plan of care. Decisions are documented and communicated so that everyone works from the same plan.

Question 15Case Management Process, Role, and Scope of Practice

A client needs 24-hour supervision, but available funding covers only eight hours per day. Which action best demonstrates negotiation skill?

  1. Instructing the client to accept the eight hours that are funded
  2. Choosing the lowest-cost option regardless of the client's preferences
  3. Convening the client, family, payer, and providers to build a blended plan Correct answer.
  4. Escalating the case to legal services for resolution

Explanation

Negotiation in case management seeks a workable plan by aligning the client's needs and preferences with payer constraints and available community supports. Involving all parties allows creative blending of formal and informal resources.

Question 16Case Management Process, Role, and Scope of Practice

An employer asks the case manager to demonstrate the value of a new case management program. Which comparison is most appropriate?

  1. Comparing program costs with avoided costs such as readmissions Correct answer.
  2. Reporting the number of referrals received each month
  3. Surveying clients about satisfaction with the case manager
  4. Counting the number of case managers hired

Explanation

Value is demonstrated through a cost-benefit comparison that weighs program expenses against avoided utilization and reduced complications. Satisfaction and referral counts describe process and experience but not financial or clinical return.

Question 17Case Management Process, Role, and Scope of Practice

Which statement best defines case management?

  1. A single assessment completed at the time of admission to a facility
  2. A collaborative process of assessing, planning, coordinating, and evaluating services Correct answer.
  3. A payment method for high-cost chronic conditions
  4. A regulatory requirement limited to hospitalized clients

Explanation

Case management is an ongoing, collaborative process that assesses needs, plans and coordinates services, and evaluates outcomes while advocating for the client. It is not a one-time event, a payment model, or limited to inpatient settings.

Question 18Case Management Process, Role, and Scope of Practice

Which strategy best promotes client engagement in the case management process?

  1. Assigning a fixed plan based on the medical diagnosis
  2. Setting goals that the case manager considers most important
  3. Limiting contact to scheduled quarterly reviews
  4. Exploring the client's own goals and readiness to change Correct answer.

Explanation

Engagement grows when clients identify their own goals and the case manager matches support to the client's stage of readiness. Goals imposed by the clinician and sparse contact tend to reduce participation.

Question 19Case Management Process, Role, and Scope of Practice

Which client should be prioritized for case management services?

  1. A client presenting for a routine annual physical examination
  2. An older adult living alone with heart failure and two admissions in six months Correct answer.
  3. A client requesting information about fitness memberships
  4. A young adult with an ankle sprain treated in the emergency department

Explanation

Priority goes to clients with complex chronic illness, limited social support, and recent repeated utilization, because these factors predict further preventable hospitalization. Single, resolved, or wellness-oriented encounters carry much lower risk.

Question 20Case Management Process, Role, and Scope of Practice

A payer's guideline conflicts with what the case manager believes is clinically best for the client. What is the most appropriate action?

  1. Withdraw from the case to avoid a conflict of interest
  2. Present clinical evidence and pursue the appeal process on the client's behalf Correct answer.
  3. Follow the payer's guideline because the payer sets the contract terms
  4. Ask the client to choose between the two positions

Explanation

The case manager holds a primary obligation to the client and uses appeal and peer-to-peer channels when coverage criteria conflict with documented clinical need. Withdrawal or passive compliance leaves the client unrepresented.

Question 21Case Management Process, Role, and Scope of Practice

Why must case management interactions be documented promptly and accurately?

  1. To satisfy marketing requirements for the program
  2. To create a legal record and support continuity and outcome measurement Correct answer.
  3. To replace direct communication with the care team
  4. To meet staffing ratios for the department

Explanation

Documentation serves as the legal record of services, communicates the plan to other team members, and provides the data used to evaluate outcomes. It supplements rather than replaces direct communication.

Question 22Case Management Process, Role, and Scope of Practice

A client no longer meets acute inpatient criteria but requires daily skilled nursing care and rehabilitation after surgery. Which setting is most appropriate?

  1. Independent living apartment
  2. Skilled nursing facility Correct answer.
  3. Long-term acute care hospital
  4. Assisted living residence

Explanation

A skilled nursing facility provides daily skilled nursing and rehabilitative services for clients who no longer need acute hospitalization. Independent and assisted living settings do not furnish daily skilled care, and long-term acute care is reserved for medically complex, chronically critically ill clients.

Question 23Case Management Process, Role, and Scope of Practice

Which use of telehealth is most appropriate in case management practice?

  1. Replacing all in-person visits for clients with complex wounds
  2. Conducting a follow-up medication adherence check with a client at home Correct answer.
  3. Conducting a comprehensive assessment without the client's consent
  4. Verifying insurance eligibility for the first time

Explanation

Telehealth is well suited to monitoring, education, and follow-up contacts that do not require physical examination or procedures. Consent, privacy, and the need for hands-on assessment must be considered before using virtual modalities.

Question 24Case Management Process, Role, and Scope of Practice

Which statement best describes the case manager's responsibility for the plan of care?

  1. Monitoring progress and revising the plan as needs change Correct answer.
  2. Completing the plan once and filing it for the episode of care
  3. Ensuring the plan matches the provider's preferred order set
  4. Delegating the plan entirely to the client's family

Explanation

The plan of care is a living document; the case manager monitors progress toward goals and revises the plan when the client's condition, resources, or preferences change. The client and family participate in planning but accountability remains with the case manager.

Question 25Case Management Process, Role, and Scope of Practice

Which change most clearly requires the case manager to reassess the client and revise the plan of care?

  1. The client's health status or living situation changes Correct answer.
  2. The client misses a scheduled appointment
  3. The payer requests a routine quarterly report
  4. The case manager accepts a position at another organization

Explanation

A meaningful change in clinical condition, functional status, caregivers, or living arrangement alters needs and goals, triggering reassessment and plan revision. Administrative events or a single missed appointment do not automatically warrant revision.

Question 26Case Management Process, Role, and Scope of Practice

Which activity occurs during the assessment phase of the case management process?

  1. Negotiating the frequency of follow-up contacts
  2. Comparing actual outcomes with expected outcomes
  3. Closing the case and summarizing results
  4. Collecting data about the client's health status, functioning, and resources Correct answer.

Explanation

Assessment is the first phase of the case management process and involves gathering comprehensive data about the client's health, functional status, supports, and resources. The other activities belong to later phases such as planning, monitoring, evaluation, or closure.

Question 27Case Management Process, Role, and Scope of Practice

Which statement best describes the case manager's role in client advocacy?

  1. Representing the payer's financial interests in care decisions
  2. Directing the interdisciplinary team to follow the case manager's preferences
  3. Making decisions on behalf of clients when they are unable to participate
  4. Ensuring clients have information and support to make informed choices Correct answer.

Explanation

Advocacy means supporting clients' autonomy by ensuring they have the information and resources needed to make informed choices. The case manager does not substitute personal decisions for the client's when the client can participate.

Question 28Case Management Process, Role, and Scope of Practice

Which activity is a core function of monitoring in the case management process?

  1. Tracking progress toward goals and adjusting services as needed Correct answer.
  2. Completing the initial comprehensive assessment
  3. Establishing the client's baseline health status
  4. Determining the client's eligibility for services

Explanation

Monitoring is the ongoing review of progress toward goals and the appropriateness of services. It includes adjusting the plan when the client's condition or needs change.

Question 29Case Management Process, Role, and Scope of Practice

What is the primary focus of the implementation phase in case management?

  1. Executing and coordinating the plan of care Correct answer.
  2. Identifying the client's needs and strengths
  3. Determining the client's insurance benefits
  4. Evaluating whether goals were achieved

Explanation

Implementation is the phase in which the case manager executes and coordinates the agreed plan, linking the client to services and facilitating communication among providers.

Question 30Case Management Process, Role, and Scope of Practice

A client with a chronic illness tells the case manager, "I don't want any more services; I just want to be left alone." What is the most appropriate initial action?

  1. Close the case immediately because the client has refused services
  2. Document the refusal and discharge the client from the program
  3. Explore the client's concerns and provide information about risks and alternatives Correct answer.
  4. Contact the family to override the client's decision

Explanation

Clients have the right to refuse services, but the case manager must first ensure the refusal is informed by exploring concerns and explaining risks and alternatives. Closing the case immediately without this discussion is premature.

Question 31Case Management Process, Role, and Scope of Practice

During a home visit, a client asks the case manager to accept a valuable gift in gratitude for help. What is the most appropriate response?

  1. Ask the client to give the gift to the agency instead
  2. Decline the gift and explain the professional boundary policy Correct answer.
  3. Accept the gift but document it in the record
  4. Accept the gift only if its value is modest

Explanation

Accepting gifts can create a conflict of interest or perceived coercion, so case managers typically decline gifts and explain the agency's boundary policy. Documentation or modest value does not remove the ethical concern.

Question 32Case Management Process, Role, and Scope of Practice

A case manager without prescriptive authority is asked by a client to adjust an insulin dose because the prescribing provider is unavailable. What should the case manager do?

  1. Ask a pharmacy technician to recommend a new dose
  2. Tell the client to skip insulin until the provider is available
  3. Decline and facilitate contact with the prescriber or an on-call clinician Correct answer.
  4. Adjust the dose based on the client's reported glucose readings

Explanation

Adjusting medication doses requires prescriptive authority, which the case manager does not have. The appropriate action is to decline and facilitate timely contact with a prescriber or on-call clinician.

Question 33Case Management Process, Role, and Scope of Practice

A client's goal in the plan of care reads, "Client will improve." Why should the case manager revise this goal?

  1. It focuses too much on the client's medical diagnosis
  2. It was written by the case manager rather than the client
  3. It requires approval from the payer before use
  4. It does not specify measurable outcomes or a time frame Correct answer.

Explanation

Goals should be specific, measurable, achievable, relevant, and time-bound so progress can be evaluated. "Improve" lacks a measurable outcome and timeframe, making evaluation impossible.

Question 34Case Management Process, Role, and Scope of Practice

A case manager is comparing a brokerage model with an intensive case management model. Which feature best distinguishes intensive case management?

  1. It transfers all decision-making to the client's family
  2. It provides a brief, one-time assessment only
  3. It offers frequent contact and coordinated services for clients with complex needs Correct answer.
  4. It focuses primarily on authorizing payments for services

Explanation

Intensive case management is characterized by frequent contact, smaller caseloads, and active coordination for clients with complex needs. Brokerage models focus more on arranging or authorizing services rather than intensive ongoing coordination.

Question 35Case Management Process, Role, and Scope of Practice

During an assessment, a client from a different cultural background avoids eye contact and speaks softly. How should the case manager interpret this behavior?

  1. As a reason to end the assessment and reschedule
  2. As a sign that the client lacks capacity to participate
  3. As evidence that the client is being deceptive
  4. As a possible cultural norm that should be explored rather than judged Correct answer.

Explanation

Cultural norms can affect eye contact, tone, and communication style, so the case manager should explore rather than judge the behavior. Assuming deception or incapacity based on cultural differences is biased.

Question 36Case Management Process, Role, and Scope of Practice

A client who needs long-term support wants to remain at home but has limited family assistance. Which action best reflects resource management?

  1. Recommend the most restrictive setting to ensure safety
  2. Arrange the least restrictive services that meet the client's needs and preferences Correct answer.
  3. Transfer the client to a nursing home without further discussion
  4. Deny services until the family agrees to provide more help

Explanation

Resource management seeks the least restrictive, most appropriate services that meet the client's needs while respecting preferences. More restrictive settings are used only when necessary.

Question 37Case Management Process, Role, and Scope of Practice

Which situation best illustrates the case manager's role in care coordination?

  1. Closing the case after the client meets all goals
  2. Completing a comprehensive assessment of the client's functional status
  3. Authorizing payment for a skilled nursing facility stay
  4. Arranging communication among the primary care provider, home health agency, and pharmacy Correct answer.

Explanation

Care coordination involves linking the client with providers and facilitating communication and continuity across settings. It is distinct from assessment, authorization, and closure.

Question 38Case Management Process, Role, and Scope of Practice

A client discloses a credible threat to seriously harm an identifiable person. The case manager's agency follows a duty-to-warn policy. What is the most appropriate action?

  1. Wait until the client repeats the threat before acting
  2. Inform the client's employer so the employer can intervene
  3. Follow the agency policy, which may include notifying the intended victim and authorities Correct answer.
  4. Maintain confidentiality because the client is the case manager's responsibility

Explanation

Confidentiality is not absolute when a client makes a credible threat to an identifiable person; duty-to-warn laws and agency policy may require notifying the intended victim and authorities. The case manager should act promptly rather than wait.

Question 39Case Management Process, Role, and Scope of Practice

An RN case manager and a social worker are collaborating on a client with complex psychosocial needs. Which task is most appropriate for the RN case manager to perform?

  1. Assessing the client's clinical status and medication management needs Correct answer.
  2. Providing psychotherapy to the client's family
  3. Determining the client's legal eligibility for disability benefits
  4. Diagnosing and treating the client's mental health disorder

Explanation

RN case managers assess clinical status and medication management needs within nursing scope of practice. Diagnosing mental health disorders, providing psychotherapy, and determining legal eligibility are outside that role.

Question 40Case Management Process, Role, and Scope of Practice

A case manager is using risk stratification to identify clients for intensive case management. Which approach is most consistent with this method?

  1. Assigning all clients to the same level of service to ensure fairness
  2. Selecting clients based on the order in which they were referred
  3. Choosing clients who are most likely to express satisfaction with services
  4. Prioritizing clients with high clinical complexity, frequent utilization, and unmet social needs Correct answer.

Explanation

Risk stratification uses clinical complexity, utilization patterns, and social needs to identify clients who need intensive services. It is not based on referral order, equal assignment, or satisfaction likelihood.

Question 41Assessment, Care Planning, and Coordination of Services

Which activity is the foundation of the case management process for a newly referred client?

  1. Reviewing agency marketing data
  2. Completing a comprehensive assessment Correct answer.
  3. Scheduling the discharge date
  4. Negotiating the payer contract

Explanation

Case management follows a defined process that begins with screening and a comprehensive assessment of physical, functional, psychosocial, and resource needs. Assessment data drive problem identification, care planning, and coordination, so assessment precedes goal setting or discharge scheduling. Shortening this step leaves every later decision unsupported.

Question 42Assessment, Care Planning, and Coordination of Services

A well-written client goal in a care plan should be:

  1. Based on staff convenience
  2. Written by the payer
  3. Broad and open-ended
  4. Specific and time-bound Correct answer.

Explanation

Goals are actionable only when they are specific, measurable, achievable, relevant, and time-bound, which allows objective evaluation of progress. Open-ended goals cannot be measured or revised meaningfully. Goals are developed collaboratively with the client, not by the payer or for staff convenience.

Question 43Assessment, Care Planning, and Coordination of Services

During intake, the case manager asks about housing stability, transportation, and access to food. These questions screen for:

  1. Insurance eligibility
  2. Social determinants of health Correct answer.
  3. Health literacy
  4. Functional status

Explanation

Housing instability, unreliable transportation, and food insecurity are classic social determinants of health that strongly influence adherence and outcomes. Functional status refers to the ability to perform daily activities, health literacy to the capacity to obtain and understand health information, and eligibility to insurance rules.

Question 44Assessment, Care Planning, and Coordination of Services

Which interdisciplinary team member evaluates a client's ability to perform activities of daily living and recommends adaptive equipment?

  1. The social worker
  2. The dietitian
  3. The pharmacist
  4. The occupational therapist Correct answer.

Explanation

Evaluating ADLs and IADLs and recommending adaptive equipment fall within the occupational therapy scope of practice, which also includes training in alternative techniques. Pharmacy addresses medication management, dietetics addresses nutrition, and social work addresses psychosocial and financial needs.

Question 45Assessment, Care Planning, and Coordination of Services

A client is being discharged on twelve medications. Which action by the case manager is most important at this transition?

  1. Tell the client to stop any duplicate medications
  2. Send the list to the pharmacy benefit manager
  3. Schedule a follow-up visit for three months later
  4. Reconcile the discharge list with the prior list Correct answer.

Explanation

Medication reconciliation compares the preadmission regimen with the discharge regimen to identify omissions, duplications, and interactions, and is a core transitional care activity. Follow-up for a high-risk regimen should occur within days rather than months, and the case manager does not advise clients to stop prescribed drugs.

Question 46Assessment, Care Planning, and Coordination of Services

Which client should the case manager enroll first in a transitional care program?

  1. An older adult with heart failure and prior admissions Correct answer.
  2. A young adult recovering from a sprained ankle
  3. A young adult scheduled for elective outpatient surgery
  4. A middle-aged adult whose hypertension is well controlled

Explanation

Prior hospitalization, older age, heart failure, polypharmacy, and limited social support elevate readmission risk, so this client warrants the most intensive transitional follow-up. Elective procedures, well-controlled chronic conditions, and minor injuries carry substantially lower risk.

Question 47Assessment, Care Planning, and Coordination of Services

An adult client with decision-making capacity tells the case manager not to share information with an adult daughter who calls. The case manager should:

  1. Confirm nothing without the client's permission Correct answer.
  2. Tell the daughter the diagnosis only
  3. Share general information without details
  4. Ask the daughter to fax a written request

Explanation

An adult with capacity controls disclosure of their own health information, including confirmation that they are receiving services. Without authorization, no details of any kind may be shared, and a request from a family member does not override the client's refusal.

Question 48Assessment, Care Planning, and Coordination of Services

A client asks the case manager to help complete a durable power of attorney for health care. The primary purpose of this document is to:

  1. Distribute the client's assets after death
  2. Consent to participation in research
  3. Authorize the agency to bill insurers
  4. Name a surrogate decision maker Correct answer.

Explanation

A durable power of attorney for health care designates a surrogate who can make health care decisions if the client loses capacity. It does not distribute assets, which is the function of a will or financial power of attorney, and it has no billing or research consent function.

Question 49Assessment, Care Planning, and Coordination of Services

A client says, "I know I should check my blood sugar, but I never do." Which response best reflects motivational interviewing?

  1. "You really need to take this seriously."
  2. "Most people your age manage this fine."
  3. "What would make testing easier for you?" Correct answer.
  4. "I will call you every morning to remind you."

Explanation

Motivational interviewing uses open-ended questions and reflective listening to explore the client's own reasons for change and to build a workable plan. Confrontation, comparison with peers, and taking over the task for the client undermine self-efficacy and autonomy.

Question 50Assessment, Care Planning, and Coordination of Services

A client with limited English proficiency needs to discuss a complex care plan. The case manager should:

  1. Arrange a qualified medical interpreter Correct answer.
  2. Rely on written materials printed in English
  3. Ask a bilingual coworker to translate informally
  4. Use the client's bilingual 12-year-old child

Explanation

Civil rights requirements call for qualified interpreters so that care discussions are accurate and confidential. Using a child or an untrained coworker creates accuracy, role, and privacy risks, and English-only materials do not meet the needs of a client with limited English proficiency.