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Client Advocacy and Engagement Flashcards

7 cards from real CCM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Client Advocacy and Engagement flashcards as text
  1. A client with limited English proficiency refuses a recommended surgical procedure. What is the case manager's priority action?

    Answer: Arrange for a qualified medical interpreter and ensure informed consent is fully understood

    A qualified medical interpreter must be provided to ensure the client fully understands the procedure and can give true informed consent.

  2. Which principle best describes a case manager acting as a client advocate when the insurance plan denies a medically necessary treatment?

    Answer: Filing an appeal supported by clinical evidence on the client's behalf

    Advocacy includes initiating and supporting appeals with clinical documentation when a denial conflicts with the client's medical needs.

  3. A case manager notices that a client's care plan goals were set entirely by the medical team without the client's input. What should the case manager do?

    Answer: Revisit the care plan with the client to incorporate their preferences and priorities

    Person-centered care requires that clients actively participate in developing their own care plans, not merely be informed of them.

  4. A client discloses they cannot afford their prescribed medications and has been skipping doses. The case manager's best initial response is to:

    Answer: Assess all barriers, then connect the client to manufacturer assistance programs, copay cards, or community resources

    The case manager must first conduct a thorough needs assessment and then proactively connect the client to financial assistance resources.

  5. Which action demonstrates the highest level of client engagement in discharge planning?

    Answer: Collaborating with the client to set post-discharge goals and confirm they have transportation and support

    True engagement means the client co-creates the discharge plan, including identifying personal barriers such as transportation and social support.

  6. A client with a serious mental illness lacks insight into their condition and refuses all services. What ethical principle is most in tension with mandating treatment?

    Answer: Autonomy

    Autonomy — the client's right to self-determination — is in direct tension with beneficence when a client with limited insight refuses beneficial treatment.

  7. When advocating for a client experiencing homelessness, the case manager should FIRST:

    Answer: Conduct a comprehensive assessment of the client's immediate safety, health, and social needs

    A thorough biopsychosocial assessment must precede any referral to ensure interventions match the client's actual and priority needs.