Casework Management Practice Exam 2025 - Free Casework Management Practice Questions and Study Guide

The information in Step 1 of the intake form is essential for identifying the individual and gathering relevant demographic details, which are crucial for casework management. Typically, this information includes the individual's name, sex, and date of birth (DOB), along with their address. These components are fundamental identifiers that help establish the identity of the client and create a record for any further action or communication.

Including the name ensures that the caseworker can personalize their approach and maintain a record for future interactions. The sex is relevant for certain casework processes that may involve gender-specific considerations. The date of birth is necessary to ascertain the age of the client, which can be vital in determining appropriate services and resources.

While options may include additional elements like identification or type of referral, the core set of demographics—name, sex, DOB, and address—provides a foundation for the intake process. Hence, the selection of these three components reflects the essential information that forms the basis for initiating a client’s casefile effectively.