Case Management Flashcards

Which federal law governs the confidentiality of substance abuse treatment records?

Answer: 42 CFR Part 2

42 CFR Part 2 provides stricter confidentiality protections for substance abuse treatment records than standard HIPAA rules.

A client requests their treatment records be shared with their primary care physician. Under 42 CFR Part 2, the counselor must:

Answer: Obtain a valid written consent from the client that meets specific regulatory requirements

42 CFR Part 2 requires a specific consent form that includes the patient's name, the recipient, the purpose of disclosure, and an expiration.

Advocacy in case management refers to:

Answer: Speaking on behalf of or alongside clients to access needed services and remove barriers

Advocacy involves helping clients navigate systems, overcome barriers, and access resources they may not be able to obtain independently.

The primary goal of case management in substance use treatment is to:

Answer: Coordinate and link clients to community services that address multiple recovery needs

Case management coordinates a comprehensive network of services—housing, health, employment, legal—to support the whole-person needs of clients in recovery.

Which of the following is an appropriate reason to breach a client's confidentiality without consent?

Answer: The client makes a credible threat to seriously harm an identified third party

Under Tarasoff duty-to-warn principles, counselors must take reasonable steps to protect identifiable third parties from credible threats made by clients.

A warm handoff in case management means:

Answer: Directly introducing the client to the receiving provider rather than simply giving them a referral slip

A warm handoff involves a personal introduction—in person, by phone, or via video—that bridges the therapeutic relationship and improves follow-through on referrals.