CAA Case Management and Resource Navigation Flashcards
6 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 6 CAA Case Management and Resource Navigation flashcards as text
An applicant's case has been open for several weeks with no resolution. What should an Application Assistant do?
Answer: Proactively follow up with the relevant department, document all contacts, and update the applicant on status
Proactive follow-up, documentation of contacts, and keeping the applicant informed are hallmarks of effective case management that prevent cases from stalling.
What is the difference between a referral and a resource in case management?
Answer: A referral is the act of directing an applicant to a specific service; a resource is the service or organization itself
Understanding the distinction helps assistants communicate clearly — the resource is what exists, while the referral is the action of connecting an applicant to it.
Under what circumstances should an Application Assistant escalate a case to a supervisor?
Answer: When the case involves safety concerns, potential fraud, complex policy questions, or is beyond the assistant's authority to resolve
Escalation protects applicants and the agency by ensuring complex, sensitive, or high-risk cases receive appropriate oversight and expertise.
What is the purpose of periodic case review in long-term benefit cases?
Answer: To reassess the applicant's current needs, continued eligibility, and whether the service plan should be updated
Periodic reviews ensure benefits remain appropriate to the applicant's current situation and allow adjustments as circumstances change.
Which federal program provides cash assistance to low-income families with children in the United States?
Answer: TANF (Temporary Assistance for Needy Families)
TANF is the federal block grant program that provides time-limited cash assistance and employment services to eligible low-income families with children.
When an applicant is referred to a community partner organization, what follow-up step is most important for quality case management?
Answer: Confirm the applicant connected with the partner and document the outcome in the case file
Closing the loop on referrals by confirming connection and documenting outcomes ensures accountability and identifies when applicants need additional navigation support.