Counselor Licensure Exam

CRC · domains 10 and 11 · [C] and [R]

Case management and disability management

Two domains share this page, together a bigger slice of the exam than any other page here covers: case management (10%), scored on the Counseling side, and health care and disability management (7.3%), scored on the Rehabilitation and Disability side. One is about running a case well; the other is about the insurance, benefit and employer systems a case runs through.

Updated Oct 30, 2026 · Not affiliated with NBCC, CCE, AMFTRB, CRCC, ACA or AAMFT.

What the domain covers

Case management, seven competencies:

  • The case management process from first contact to closure.
  • Case recording and documentation.
  • Negotiation, mediation and conflict resolution.
  • Caseload management.
  • Institutional and social barriers to access, equity and success.
  • Clients with limited English proficiency or other ways of communicating.
  • Biopsychosocial case conceptualization and the formats used for it and for treatment planning.

18 case and disability management questions

Question 1 of 18 · Case Management · 10%

To find an applicant eligible for state VR services, the counselor must establish that the physical or mental impairment:

  1. VR eligibility requires an impairment that is a substantial impediment to employment, plus the need for VR services to get or keep a job.
  2. VR serves people who can work with services, so an impairment that prevents all work points away from the program's purpose.
  3. Meeting an SSA listing is not required; SSI or SSDI recipients are presumed eligible, but many eligible applicants do not receive benefits.
  4. VR eligibility does not require a permanent impairment; this option mixes in a disability insurance idea.
Question 2 of 18 · Case Management · 10%

A case manager paid by an insurance carrier finds that the least costly service option would not meet the client's documented medical needs. The case manager should:

  1. The physician's input matters, but handing over the decision entirely gives up the case manager's own duty to coordinate and advocate.
  2. Choosing the cheapest option despite unmet needs puts the payer's interest ahead of the client's welfare.
  3. Withdrawing abandons the client; a payer relationship is managed by disclosure and advocacy, not by leaving the case.
  4. Ethical case managers advocate for the services that meet the client's documented needs, even when a third party pays, while being open with the payer about their reasoning.
Question 3 of 18 · Case Management · 10%

A counselor refers a client to a community mental health center. Which action BEST completes the referral function of case management?

  1. Sharing the whole file breaks the minimum-necessary principle and needs consent; send only what the service needs.
  2. Scattered referrals confuse the client and duplicate services; good referral is targeted and coordinated.
  3. A referral is complete only when the client actually connects; following up closes the loop and catches barriers such as a long waitlist or missing transportation.
  4. Handing over a phone number starts a referral but does not finish it; without follow-up, many clients never connect.
Question 4 of 18 · Case Management · 10%

A state VR agency receives a completed application on March 1. Absent an agreed extension, the eligibility decision is due by about:

  1. August 28 is about 180 days out, triple the 60-day federal deadline.
  2. May 30 is about 90 days, which is the IPE deadline after eligibility, not the eligibility deadline.
  3. Thirty days is shorter than the rule; the federal standard is 60 days.
  4. Federal VR rules require an eligibility decision within 60 days of a completed application unless the applicant agrees to an extension or trial work experiences are needed; 60 days from March 1 is about April 30.
Question 5 of 18 · Case Management · 10%

A client is admitted to inpatient rehabilitation after a stroke. Discharge planning should begin:

  1. Starting in the final week leaves too little time to arrange equipment and community services.
  2. Planning after discharge leaves the client without services during the riskiest transition.
  3. Discharge planning starts at admission so equipment, home changes, services, and caregiver training are ready when the stay ends.
  4. Waiting for a set date compresses planning and causes delays or unsafe discharges.
Question 6 of 18 · Case Management · 10%

A counselor returns from leave to four messages. Which should be returned FIRST?

  1. A statement such as "can't go on like this" may signal suicidal thinking, so this client is contacted first to assess risk; safety comes before logistics.
  2. An administrative task has the lowest priority, however overdue it is.
  3. Tomorrow's interview is time-sensitive, but a transportation need is not a safety risk and can follow the risk check.
  4. A deadline next week leaves time; employer relations matter, but not more than a possible crisis.
Question 7 of 18 · Case Management · 10%

A client who sees a private therapist asks her VR counselor for personal counseling on the same issues. The counselor should:

  1. Providing parallel personal counseling without coordination risks working at cross-purposes with her therapist.
  2. Telling her to drop her therapist oversteps and may harm an established treatment relationship.
  3. When a client is already in counseling elsewhere, the counselor asks for a release to coordinate with the therapist so services do not overlap or conflict.
  4. Being in therapy does not make her ineligible for rehabilitation counseling; coordination, not refusal, is called for.
Question 8 of 18 · Case Management · 10%

A client with schizophrenia has repeated hospitalizations, frequent homelessness, and rarely keeps office appointments. Which service model BEST fits these needs?

  1. Broker case management only links clients to services; it lacks the intensity and outreach his needs call for.
  2. ACT provides a multidisciplinary team that meets clients in the community around the clock, which suits people with frequent hospitalizations, homelessness, and missed office visits.
  3. A clubhouse is a voluntary, member-run program that depends on members attending; it does not provide outreach and crisis care.
  4. He rarely keeps office appointments, so an office-based model will not reach him.
Question 9 of 18 · Case Management · 10%

A client says his job-search workshop is going well, but the provider reports he attended 2 of 10 sessions. The counselor should FIRST:

  1. Labeling him noncompliant before hearing his side skips assessment and may hide a solvable barrier.
  2. Discharging him is a punitive step taken before anyone knows why he missed sessions.
  3. The first step is to raise the gap with the client openly and nonjudgmentally to learn what is getting in the way, such as transportation, anxiety, or schedule conflicts.
  4. Ignoring the attendance record to protect rapport avoids the problem; honest discussion strengthens the working relationship.
Question 10 of 18 · Health Care and Disability Management · 7.3%

A workers' compensation carrier's nurse checks whether 12 more physical therapy sessions are medically necessary before approving them. This process is:

  1. An IME is a physical examination of the worker by a non-treating physician; this nurse is reviewing a treatment request on paper.
  2. Utilization review checks whether proposed care is medically necessary and appropriate before or while it is paid for.
  3. Peer consultation is a clinician seeking colleagues' advice, not a payer's coverage decision.
  4. Case finding locates potential clients; it has nothing to do with approving therapy sessions.
Question 11 of 18 · Health Care and Disability Management · 7.3%

A short-term disability policy has a 7-day elimination period. An employee is unable to work for 10 days after an illness. For how many days are benefits payable?

  1. The elimination period is the waiting time before benefits begin; after 7 unpaid days, benefits cover days 8 to 10, which is 3 days.
  2. Paying all 10 days ignores the elimination period, which is not covered.
  3. Adding the elimination period to the absence double-counts; it is subtracted from the time off, not added.
  4. Seven days is the unpaid waiting period itself; this option confuses the elimination period with the benefit period.
Question 12 of 18 · Health Care and Disability Management · 7.3%

Two clients with the same disability live in different states and receive different Medicaid services. The main reason is that Medicaid:

  1. Counties may handle applications, but eligibility rules are set at the state level within federal requirements.
  2. SSA runs SSI and SSDI; Medicaid policy is set by the state Medicaid agency and CMS, not by SSA offices.
  3. Medicaid is jointly funded, with the federal government paying a large share through matching funds.
  4. Medicaid is a federal-state partnership: states run their own programs within federal rules, so covered services, waivers, and eligibility details differ by state.
Question 13 of 18 · Health Care and Disability Management · 7.3%

A construction worker injures his back on the job and cannot work at all for two weeks while he undergoes physical therapy. During this period he most likely receives:

  1. Temporary total disability benefits replace part of wages while the worker cannot work at all and is still healing.
  2. Temporary partial benefits apply when the worker can do some work at reduced earnings during recovery; here he cannot work at all.
  3. Permanent partial benefits come after MMI for lasting impairment; he is still in treatment.
  4. Permanent total disability is for workers who can never return to gainful work; a two-week absence is neither permanent nor total in that sense.
Question 14 of 18 · Health Care and Disability Management · 7.3%

For an injury to be compensable under workers' compensation, it must generally:

  1. Reporting deadlines exist but vary by state and are usually longer; late reporting can complicate a claim but is not what makes an injury compensable.
  2. Workers' compensation is no-fault: the injury must arise out of and occur in the course of employment, whoever was at fault.
  3. Workers' compensation does not require proof of employer negligence; it replaced fault-based lawsuits with no-fault coverage.
  4. Temporary injuries are compensable too, and many claims pay only medical care and temporary benefits.
Question 15 of 18 · Health Care and Disability Management · 7.3%

A worker recovering from a heart attack is cleared to work 4 hours a day, increasing each week until full time. This arrangement is a:

  1. A permanent partial disability rating measures lasting impairment after MMI; it is not a schedule for returning to work.
  2. A graduated return to work increases hours step by step toward full time, easing a worker back after illness or injury.
  3. Work conditioning is an exercise program done before returning to work, not the reduced-hours return itself.
  4. Job carving builds a new position from parts of other jobs; this worker keeps his own job on a reduced schedule.
Question 16 of 18 · Health Care and Disability Management · 7.3%

A client with progressive multiple sclerosis who has Medicare needs a power wheelchair for use at home. Which part of Medicare covers this durable medical equipment?

  1. Medicare Part B covers durable medical equipment such as power wheelchairs used in the home when a physician documents medical need.
  2. Part A covers hospital, skilled nursing facility, and hospice care, not equipment for home use.
  3. Part D covers outpatient prescription drugs, not equipment.
  4. Medigap plans help pay Part B cost-sharing, but the coverage itself comes from Part B.
Question 17 of 18 · Health Care and Disability Management · 7.3%

A client with heart disease has just been awarded SSDI and worries about health coverage. Medicare generally begins after:

  1. The 5-month waiting period delays cash benefits; Medicare comes much later, after 24 months of entitlement.
  2. Twelve months is half the actual Medicare waiting time for most SSDI beneficiaries.
  3. The first check starts the 24-month count; coverage does not begin then.
  4. Medicare starts after 24 months of SSDI entitlement, which is about 29 months after disability onset once the 5-month waiting period is counted; ALS and ESRD are exceptions.
Question 18 of 18 · Case Management · 10%

In conceptualizing a case, a counselor considers the client's diabetes, depression, limited family support, and lack of transportation as interacting influences on employment. This approach is best described as:

  1. A biomedical model would focus on the diseases alone and leave out family support and transportation.
  2. A psychodynamic view focuses on unconscious conflict, not on medical and social influences on employment.
  3. A biopsychosocial approach weighs biological (diabetes), psychological (depression), and social (support, transportation) factors as interacting influences.
  4. Trait-factor theory matches personal traits to job requirements; it does not conceptualize interacting health and social barriers.

Answer every question to see your score

Running a case

Case management questions are judgment questions: given a caseload, a deadline, a payer and a client who wants something else, what do you do first? Three habits answer most of them.

  • Document as you go. Decisions, the client's choices and the reasons for each belong in the record, written so that another counselor could pick the case up.
  • Coordinate, do not duplicate. Most clients have other providers; the counselor's role is to connect services and keep one plan that everyone works from.
  • Plan with the client. In vocational rehabilitation the plan is the client's, built on informed choice; the counselor brings information and options. The 2023 CRCC Code sets out the counselor's duties when an employer or payer is also involved (ethics and disability law).

In the public program, the steps run from application and eligibility through an individualized plan for employment, services and placement to closure, under federal rules in 34 CFR Part 361 (eCFR).

Health care and disability management

Domain 11, 7.3% of the exam and tagged [R], has six competencies (exam overview):

  • medical intervention resources;
  • health-care benefits and delivery systems, and how they affect people with disabilities;
  • health promotion and wellness for people with chronic illness and disability;
  • insurance programs: Medicare, Medicaid, group and individual plans, short- and long-term disability, and personal injury and no-fault liability;
  • disability prevention and management, including return to work;
  • the variability of workers' compensation laws and practices, new in 2022.

Disability management is the employer's version of rehabilitation: keeping an injured or ill worker attached to the job, with early contact and modified duty, so the absence does not turn into a lost job.

Common traps

Where candidates slip

  • Medicare or Medicaid? Medicare is federal health insurance for people 65 and over, people entitled to Social Security disability benefits after a waiting period, and people with end-stage renal disease; Medicaid covers people with limited income and resources (Medicare.gov, Medicaid.gov). Read the stem for age, disability benefits or income.
  • Short-term or long-term disability? They are separate policies: short-term coverage starts after a brief waiting period and lasts weeks or months; long-term coverage usually picks up after it, and its definition of disability, own occupation or any occupation, decides who keeps getting paid.
  • Workers' compensation is state law. Benefit levels, waiting periods and who chooses the doctor vary by state, and federal workers have their own program. A question that assumes one national rule is testing whether you notice.
  • Workers' compensation is not disability insurance. It covers injuries and illnesses connected with work; a non-work injury goes through short- or long-term disability, if the person has it.

How this domain connects

Other domains of this exam

Case and disability management, quick answers

Is case management on the counseling side of the exam?

Yes. All seven case management competencies are tagged Counseling, while health care and disability management is tagged Rehabilitation and Disability.

Does the exam test one state's workers' compensation law?

No. The blueprint asks about the variability of workers' compensation laws and practices, so expect questions on concepts and on the fact that states differ.

Why are case management and disability management on one page?

They sit next to each other in the blueprint and a real case moves between them, from the counselor's process to the insurer's and employer's systems. Together they are 10% plus 7.3% of the exam.