Documentation & Record Management Flashcards
7 cards from real CAA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Documentation & Record Management flashcards as text
When documenting accommodations strategies for an ADHD client in a workplace context, the coach should PRIMARILY focus on:
Answer: Specific, observable behavioral strategies and client-identified goals
Documentation should center on concrete, observable strategies and the client's own goals to remain coaching-focused rather than clinical.
A coach is asked by a school to provide documentation about a student-client's ADHD coaching sessions. The FIRST step the coach should take is:
Answer: Obtain written consent from the client or legal guardian
Written consent from the client or their legal guardian must be obtained before releasing any information to a third party, including schools.
Progress tracking documentation for an ADHD coaching client MOST often includes:
Answer: Goal attainment data, self-reported outcomes, and session summaries
ADHD coaching documentation tracks coaching-specific outcomes such as goal attainment, client self-reports, and session summaries rather than clinical measures.
Which statement about informed consent documentation is MOST accurate for ADHD coaches?
Answer: Informed consent documents should outline the scope, limits, and process of coaching
Informed consent documents must clearly outline the coaching scope, process, confidentiality limits, and client rights to ensure ethical practice.
A coach is closing their practice. What is the ethical obligation regarding existing client records?
Answer: Notify clients and establish a secure transition or storage plan for their records
Clients must be notified when a coach closes their practice, and a secure plan for record transfer or storage must be established.
Which of the following BEST describes the purpose of a coaching intake form?
Answer: To gather foundational client information, goals, and consent at the start of coaching
An intake form collects baseline information, client goals, and consent to create a foundation for the coaching relationship and its documentation.
When a client discloses information that suggests imminent danger to themselves or others, the coach's documentation should:
Answer: Record the disclosure, the steps taken, and the rationale for any breach of confidentiality
Documentation of safety disclosures, including actions taken and reasoning, is critical for ethical accountability and potential legal protection.