Certified Case Manager Practice Test 2025 - Free Practice Questions and Study Guide

Documenting progress in compliance is a crucial step before closing a non-judicial case because it ensures that all necessary actions taken throughout the case have been adequately recorded and can demonstrate adherence to established guidelines and practices. This documentation serves to verify that interventions were implemented effectively and that the client's needs were met according to the agreed-upon plan.

Additionally, thorough documentation facilitates transparency and accountability in the case management process. It enables both the case manager and the client to reflect on the journey taken, ensuring that all milestones were achieved and that the client's objectives were addressed. This step also provides a valuable reference for any future cases or follow-ups, ensuring continuity of care.

While the other options, such as completing assessments or finalizing financial assistance, may also be relevant tasks within case management, they might not be explicitly required as the last formal step before closing a case. Conducting a satisfaction survey can be beneficial for evaluating the client's experience, but it is not as essential for compliance as documenting overall progress in relation to the case plan.