Practice Scenarios

Real-world boundary situations you'll encounter, with model phrases and escalation strategies drawn from CMDHD staff experiences

Transportation Dilemma

Client requests a ride to an appointment in a rural area without transit.

MODEL PHRASE

"I understand it's difficult to get there. I'm not allowed to transport clients, but I can help arrange Medicaid transport or a community ride."

ESCALATION STEPS

Offer in-scope alternatives/referrals and document
Consult supervisor if no resource is available

Dual Relationship

You discover a client is a neighbor/family acquaintance and expects friendly visits.

MODEL PHRASE

"It's nice to see a familiar face. In my professional role, I need to keep our visits focused on program goals. I'll also check with my supervisor about the best plan."

ESCALATION STEPS

Notify supervisor; consider reassignment
Document discussion and boundary setting

Social Media Request

Client sends a friend request and invites you for coffee.

MODEL PHRASE

"I keep work and personal life separate, so I don't connect with clients on social media. You can always reach me through the office."

ESCALATION STEPS

Decline request; redirect to official channels
Inform supervisor if pattern persists

Public Encounter

Client discusses their case at a community event and introduces you to family.

MODEL PHRASE

"Great to see you! Let's talk about your health privately at our next appointment so I can respect your confidentiality."

ESCALATION STEPS

Do not confirm PHI in public; redirect
Document; raise with supervisor if needed

Ready to Practice?

These scenarios are just a preview. The full training includes interactive exercises, discussion prompts, and personalized feedback to help you master professional boundaries.

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