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Case Management & Documentation Flashcards

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

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  1. When documenting a LEAP session, which element is MOST critical to capture in the progress note?

    Answer: The client's verbatim statements about their illness beliefs

    Capturing the client's own words about their illness beliefs tracks changes in insight over time, which is central to LEAP progress monitoring.

  2. A LEAP therapist is transferring a case to a colleague. Which document is MOST important to include in the handoff to preserve therapeutic rapport continuity?

    Answer: LEAP alliance map documenting empathy anchors and agreed partnership goals

    The LEAP alliance map documents the empathy anchors and shared goals that underpin the therapeutic relationship, enabling the incoming therapist to maintain continuity.

  3. Under HIPAA, a LEAP therapist may share case documentation with a client's family member without written consent when:

    Answer: There is imminent risk of harm to self or others

    HIPAA permits disclosure without consent in situations involving imminent danger to the client or others, overriding standard confidentiality protections.

  4. A treatment plan for a LEAP client should be updated at minimum:

    Answer: At regular intervals per payer/agency policy, typically every 90 days

    Most payers and regulatory bodies require treatment plan reviews at least every 90 days to reflect current clinical status and goals.

  5. Which of the following BEST describes a 'SMART' goal in a LEAP treatment plan?

    Answer: A goal that is Specific, Measurable, Achievable, Relevant, and Time-bound

    SMART goals ensure that treatment objectives are concrete, trackable, realistic, meaningful to the client, and have a defined deadline.

  6. When a LEAP client declines to sign a release of information, the therapist should document:

    Answer: The client's refusal and the therapist's continued respect for that decision

    Documenting the client's informed refusal demonstrates respect for autonomy and protects the therapist legally and ethically.

  7. In a DAP progress note format, the 'A' (Assessment) section for a LEAP session would MOST appropriately include:

    Answer: The therapist's clinical judgment about the client's current insight level and alliance strength

    The Assessment section captures the clinician's interpretation of the data, including insight level and alliance quality, which are core LEAP metrics.