Which of the following describes the case manager's activities?

• A. provide therapy to clients
• B. gather information, make assessments, & monitor services
• C. advocate for policy at state level
• D. manage finances for clients

Answer: (B)

Case management centers on coordinating services to meet a client’s needs, which involves gathering information about the person’s situation, making assessments to determine what supports are needed, and monitoring how those services are delivered to ensure progress. This set of activities captures the ongoing, collaborative work of linking clients to resources, tracking outcomes, and adjusting plans as circumstances change.

Therapy is a clinical treatment delivered by a trained clinician, not the typical role of a case manager. Policy advocacy at the state level focuses on changing systems or laws rather than coordinating an individual’s services. Managing finances directly for clients is a financial or budgeting task, not the core coordination and monitoring work of case management.