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Question:

A social worker receives a request from a client’s insurance company for detailed treatment summaries. In the correspondence, it is made clear that the insurance company will cease funding for treatment unless these summaries are received immediately. In order to best serve the client, the social worker should:

A Prepare the summaries, but review them with the client and get his or her approval before sending
explanation

Social workers should not disclose confidential information to third-party payers, including insurance companies, unless clients have authorized such disclosures. Only the first response choice includes reviewing the information requested with the client and getting his or her permission to submit.

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