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Case Management · CCM

Case Management: Community Resources and Referrals

Community resource categories and referral coordination concepts tested on the CCM certification exam.

30 cards · basic cards · AI-written, checked twice. Edit anything.

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What is a community resource?
A service or program outside the healthcare setting that helps meet a client's health, social, or financial needs.
What is a referral in case management?
The process of connecting a client to a service or provider that can meet a specific identified need.
A ____ is when the case manager personally connects the client with the new provider instead of just giving out contact information.
warm handoff
What does 'closing the loop' mean in referral tracking?
Confirming that the client actually received the service they were referred to.
What service does the 211 helpline provide?
A free, confidential line that connects callers to local health and human service programs.
What does an Area Agency on Aging (AAA) do?
Coordinates and funds local services for older adults, such as meals, transportation, and caregiver support.
What is the role of a long-term care ombudsman?
Investigates and resolves complaints made by or for residents of nursing homes and assisted living facilities.
What does the Meals on Wheels program provide?
Home-delivered meals for homebound individuals, usually older adults.
What is respite care?
Short-term relief care provided so a primary caregiver can rest or attend to other needs.
What is adult day care?
A supervised daytime program offering care and activities for adults who need assistance, allowing caregivers to work or rest.
What is a Release of Information (ROI)?
A signed authorization allowing a case manager to share a client's health information with another party.
What is informed consent in the referral process?
The client's voluntary agreement to a referral after understanding its purpose, risks, and alternatives.
What is a formal support system?
Organized services provided by agencies, professionals, or paid providers.
What is an informal support system?
Unpaid help from family, friends, neighbors, or faith communities.
What is health literacy?
A person's ability to understand and use health information to make decisions.

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