Provider Resources for Postpartum Discharge by Category

Resources for assessing, educating, and referring postpartum patients to improve outcomes and provide the best care.


Assessment

At or High-Risk Population Assessment

Recommendation

At-Risk Patients

Screen all patients for postpartum risk factors:

  • Provide linkage to community services/resources prior to discharge
  • Educate on the importance of timely follow-up with their OB and/or primary care provider for ongoing coordination of care
  • Women and birthing people at risk for maternal mental health disorders include those who 1) may have exhibited depressive, anxiety or other mental health symptoms but scored below the cut-off for depressive or anxiety disorder on screening tests; 2) had previous episodes of depression or anxiety; or 3) have social risk factors such as low income, intimate partner violence, or being an adolescent

Standardize mental health screening processes and methods to address a positive screen within 2-5 days of discharge.

Discuss the appropriate level of maternity care facility for reassessment needs. Patients should return to the facility with OB/ED or OB Services to ensure the availability of an obstetrician/MFM specialist.

High-Risk Patients

Assess maternal status day of discharge and discuss with the healthcare team if outside of normal range:

  • Standardize nursing protocols and order sets to allow for additional lab assessments
  • Automatically cancels discharge order until further assessment conducted

Include pathways in EMR that alert nurse/provider for reassessment/referral needs including hypertension, cumulative hemorrhage, sepsis, and thromboembolic disorders.

 

Components

At-Risk Patients

Risk factors

  • Medical
    • Hypertension
    • Heart disease
    • History of DVT or embolism
    • Sepsis
    • Hemorrhage
    • BMI <18 or >30
    • Maternal age <16 or >35
    • C-section/laceration (3rd/4th)
    • Substance use disorder
    • Smoking/alcohol
  • Social
    • Safety concerns
    • Food/housing insecurities
    • Lack of transportation
    • Adverse childhood/birthing experiences
    • Intimate partner violence
  • Mental health
    • Depression
    • Anxiety
    • Other mental health disorders

High-Risk Patients

Maternal status 

  • Normal vital signs
  • Uterine involution and lochia are normal
  • Absence of signs and symptoms of wound or incisional infection
  • Urinary output appropriate
  • Ambulates without difficulty
  • Pain adequately controlled
  • Ability to void and pass gas
  • Ability to take fluids and food without difficulty

 

Examples of Tools

At-Risk Patients

Perinatal Mental Health Tools

High-Risk Patients

Health-Related Social Needs (Social Determinants of Health) Assessment

Recommendation

Conduct screening for Social Determinants of Health (SDoH) needs for all patients before hospital discharge.

 

Components

Social determinants of health:

  • Housing insecurity
  • Food insecurity
  • Access to transportation
  • Difficulty paying for prescriptions or medical bills
  • Family relationships
  • Education and literacy
  • Employment and work

 

Hypertension in Pregnancy Assessment

Recommendation

Assess maternal status day of discharge and discuss with the health care team if outside of normal range.

  • Standardize nursing protocols and order sets to allow for additional lab assessments
  • Automatically cancels discharge order until further assessment conducted

Include pathways in EMR that alert nurse/provider for reassessment/referral needs for hypertension.

 

Components

Maternal status:

  • Blood pressure within normal range
  • Lab tests have been reviewed and within normal limits

 

Maternal Mental Health Assessment

Recommendation

Women at risk for maternal mental health disorders include those who (1) may have exhibited depressive, anxiety or other mental health symptoms but scored below the cut-off for depressive or anxiety disorder on screening tests, (2) had previous episodes of depression or anxiety, or (3) have social risk factors such as low income, intimate partner violence or being an adolescent

Standardize mental health screening processes for all patients in postpartum prior to discharge and methods to address positive screen within 2-5 days of discharge

 

Components

  • Mental health
    • Depression
    • Anxiety
    • Other mental health disorders

Education for nurses on mental health disorders

 

Examples of Tools

Victoria State Department of Health, Edinburgh Postnatal Depression Scale (Multiple languages)

Orange County Health Care Agency, PHQ9

Edinburgh Postnatal Depression Scale - US (Coming soon)

Perinatal Mental Health Tools (Coming soon)

Massachusetts Child Psychiatry Access Program For Moms, Summary of Emotional Complications During Pregnancy and Postpartum

Maternal Status Assessment

Recommendation

Assess maternal status on the day of discharge. If the patient's status is outside of the normal range, discuss with the healthcare team whether to take the following potential actions:

  • Standardize the nursing protocols and order sets to allow for additional lab assessments;
  • Automatically cancel the discharge order until further assessment is conducted.

Include pathways in the electronic medical record that alert the provider/clinician for reassessment/referral needs including: hypertension, cumulative hemorrhage, sepsis, and thromboembolic disorders.

 

Components

  • Normal vital signs
  • Uterine involution and lochia are normal
  • Absence of signs and symptoms of a wound or incisional infection
  • Appropriate urinary output
  • Ambulates without difficulty
  • Pain is adequately controlled
  • Ability to void and pass gas
  • Ability to take fluids and food without difficulty
  • Lab tests have been reviewed and are within normal limits 

 

Examples of Tools

Postpartum Risk Factors Assessment

Recommendation

Screen all patients for postpartum risk factors:

  • Provide linkage to community services/resources prior to discharge;
  • Educate on the importance of timely follow-up with their obstetric and/or primary care provider for ongoing coordination of care;
  • Women at risk for maternal mental health disorders include those who 1) may have exhibited depressive, anxiety or other mental health symptoms but scored below the cut-off for depressive or anxiety disorder on screening tests; 2) had previous episodes of depression or anxiety; or 3) have social risk factors such as low income, intimate partner violence, or being an adolescent.

Standardize mental health screening processes and methods to address positive screens within two to five days of discharge.

Discuss the appropriate level of maternity care facility for reassessment needs. Patients should return to the facility with Obstetric/ED or Obstetric Services to ensure the availability of an obstetrician/maternal-fetal medicine specialist.

 

Components

Risk factors

Medical

  • Hypertension
  • Heart disease
  • History of DVT or embolism
  • Sepsis
  • Hemorrhage
  • BMI <18 or >30
  • Maternal age <16 or >35
  • C-section/laceration (3rd/4th)
  • Substance use disorder
  • Smoking/alcohol

Social

  • Safety concerns
  • Food/housing insecurities
  • Lack of transportation
  • Adverse childhood/birthing experiences
  • Intimate partner violence

Mental health

  • Depression
  • Anxiety
  • Other mental health disorders

 

Examples of Tools

Washington State Health Care Authority, Prenatal Screening Tool

Florida Perinatal Quality Collaborative, Maternal Discharge Risk Assessment

Illinois Perinatal Quality Collaborative, ILPQC Early Postpartum Visit: Maternal health safety checklist

Victoria State Department of Health (Australia), Edinburgh Postnatal Depression Scale (multiple languages)

Orange County Health Care Agency (California), PHQ9

CMQCC, All Toolkits

Perinatal Mental Health Tools

Substance Use Disorder Needs Assessment

Recommendation

Clinicians should initiate the Plan of Safe Care with pregnant women and birthing people with an active substance use disorder, and with families of infants born exposed to substances, whether they require a report to Social Services or not.

  • Continue the outpatient plan of care or initiate a plan of care.
  • Provide education to patients and families on the use of the PLan of Safe Care and treatment options.
  • Increase nursing education on substance exposure reporting requirements.

 

Components

Plan of Safe Care (Substance Use)

  • Guide to ensure necessary resources are provided to strengthen the family unit and keep families together.

References

  • “A positive toxicology screen is not, in and of itself, evidence of child abuse or neglect and not a sufficient basis for a mandated report.” Pen. Code § 11165.13
  • “….subsequent assessment required of the needs of the mother and the child by a medical provider or a medical social worker to determine need to contact child welfare agency...” Health & Safety Code § 123605, subd. (b)(c)
  • “Each county shall establish protocols between county health departments, county welfare departments, and all public and private hospitals in the county, regarding the use of an assessment of needs of, and a referral for, a substance exposed infant to a county welfare department.” Health & Safety Code § 123605, subd. (a)

 

Examples of Tools

California Penal Code 11165.13

California Health and Safety Code § 123605, subd. (a)(b)(c)

National Center on Substance Abuse and Child Welfare, Learning Modules

State of Massachusetts, Family Support Plan Template

State of Washington, Dept. of Children, Youth & Families, Online Referral Portal

Orange County Health Care Agency


Education

Abnormal Changes During Postpartum Education

Recommendation

Educate all patients on normal/abnormal changes in the postpartum period using the Postpartum Discharge Handout:

  • Micturition and urinary incontinence
  • Bowel function
  • Healing of perineal wound, pelvic floor, therapy/exercises
  • Nerve changes/damage/tenderness along CS surgical incision
  • Headache
  • Fatigue
  • Pain (Back, perineal, breast, incisional)
  • Recovery and movement/OT
  • Pillow splinting after surgery to relieve incisional pain
  • Techniques for getting in/out of bed (rolling, pulling up legs)
  • Pain management
  • Perineal hygiene (peribottles, witch hazel, ice, etc.)
  • Uterine tenderness and lochia
  • Physical activity

 

Educate all patients on preventative measures for:

  • Mastitis
  • Constipation
  • Peripartum infection
  • Depression and anxiety
  • Encourage patient to seek immediate attention if experiencing severe symptoms, including sleep disturbances, heightened irritability, confusion or feelings of being lost, difficulty communicating effectively, severe anxiety or agitation, rapid mood swings, obsessive thoughts about the baby, urges or impulses to harm self or baby, hallucinations, delusions, or unusual beliefs not based in reality
  • Instruct patients to trust their instincts when they feel something is not right and reach out to a healthcare provider, or use emergency resources

Determine the patient’s social support circle/people, and include in education.

 

Components

Postpartum self-care elements:

  • Social support
  • Sleep
  • Nutrition
  • Exercise
  • Mindfulness
  • Safe environment

 

Examples of Tools

4th Trimester Project, Birthing Parent Health Information

World Health Organization, Postpartum Care Guidelines

Choices in Childbirth, Choices in Childbirth – Sources of Support During Postpartum

Sleep Tips for the Postpartum Period (PDF)

Exercise After Pregnancy (PDF)

Practicing Mindfulness (PDF)

Los Angeles County Perinatal Mental Health Task Force, Maternal Mental Health: Speak Up When You're Down

Virginia Commonwealth University, My Thrive Guide

Nutrition Diet Pyramid

At or High-Risk Population Education

Recommendation

Standardized education for all patients, not just those with defined risk:

  • Integrate educational opportunities throughout the postpartum stay – educate during shift assessment
  • Provide handout separate from other information or booklets (consider QR codes, central hospital website, magnets/stickers, tear-out sheet)
  • Instruct patient to recognize signs of potential complications and respond promptly
  • Remember to tell all care providers about date of birth
  • Encourage self-advocacy
  • Include support system/family in education as much as possible

Educate patients at risk for cardiovascular disease (i.e. preterm birth, gestational diabetes or hypertension, preeclampsia/eclampsia) on the importance of ongoing follow-up due to increased risk later in life.

Download a three-page flyer of key points to cover with all patients at discharge. (PDF version or customizable Word version)

 

Components

Postpartum warning signs:

  • Chest pain or fast heartbeat
  • Trouble breathing
  • Thoughts of harming yourself or baby
  • Bleeding, soaking through one pad/hour or blood clots the size of an egg or bigger
  • Incision that is not healing
  • Swelling, redness, or pain in legs
  • Temperature of 100.4 degrees F or higher or 96.8 degrees F or lower
  • Headache that does not get better or bad headache with vision changes
  • Dizziness of fainting
  • Extreme swelling of hands or face
  • Severe abdominal pain
  • Severe nausea and vomiting

 

Examples of Tools

AWHONN

AIM

Other Resources

Preeclampsia Foundation

CMQCC

Bonding/Dyadic Health Education

Recommendation

Educate all patients/family on the importance of safe, stable, and nurturing relationships between parents/baby:

  • Recognize and respond to infant cues
  • Implement soothing techniques
  • Normal sleep/wake patterns
  • Play interactions
  • Baby wearing
  • Skin-to-skin

 

Components

(Coming soon)

 

Examples of Tools

Contraception/Family Planning

Recommendation

Discuss a plan for birth spacing/contraception.

 

Components

Contraception/Family Planning

  • FAM/LAM vs. medical contraception options

 

Disability/Leave Education

Recommendation

Assess patient’s understanding of disability rights.

Educate patient/family on disability/parental leave options to support newborn bonding/rearing, recovery plans for postpartum, and chronic and mental health conditions.

Assist patients in obtaining required approvals and documentation needed to apply for benefits.

 

Components

Disability/Parental Leave

The following may be eligible for paid time off, job protection, and/or work-related accommodation:

  • Postpartum birthing person
  • Spouses/fathers
  • Foster parents
  • Adopting parents
  • LGBTQ+ parents
  • Families experiencing pregnancy loss
  • NICU families
  • Lactation

 

Hypertension in Pregnancy Education

Recommendation

Instruct patient to recognize signs of potential complications and respond promptly:

  • Remind patient to tell all care providers about date of birth
  • Encourage self-advocacy
  • Include support system/family in education as much as possible

Educate patients at risk for cardiovascular disease (i.e. preterm birth, gestational diabetes or hypertension, preeclampsia/eclampsia) on the importance of ongoing follow-up due to increased risk later in life.

 

Components

Postpartum warning signs:

  • Headache that does not get better or bad headache with vision changes
  • Dizziness of fainting
  • Extreme swelling of hands or face
  • Severe abdominal pain

 

Maternal Mental Health Disorders Education

Recommendation

Educate all patients on maternal mental health disorders (include support system/family as possible).

Standardized treatment should begin before discharge for all patients with positive screen.

Utilize methods for addressing positive screens:

  • Automated referral process for nurses/social workers;
  • Immediate referral to a mental health clinician if screened as high-risk;
  • Development of protocols to address emergency situations, like suicidality.

Patients with mood disorders should be provided education on the importance of follow-up care.

 

Components

Maternal Mental Health Disorders

  • Depression, Anxiety, Childbirth Post-Traumatic Stress Disorder (CB-PTSD)

 

Examples of Tools

Orange County Health Care Agency (California), PMAD Treatment Pathway

Massachusetts Child Psychiatry Access Program For Moms, Summary of Emotional Complications During Pregnancy and Postpartum

National Maternal Mental Health Hotline (NMMHH), NMMHH Promotional Poster

Maternal Mental Health Now, Speak Up Brochure

ACOG, ACOG Lifeline for Moms

National Maternal Mental Health Hotline: 1-833-852-6262

Postpartum Care Plan Education

Recommendation

Complete the postpartum care plan and discuss with patients.

Share delivery and discharge information with the obstetrician, midwife, primary care provider, and/or specialists, including cardiology, care manager, etc.

 

Components

Suggested components of the postpartum care plan include:

  • Care team – name, number, address
  • Postpartum visits – time, date, and location, phone number to reschedule
  • Infant feeding plan – intended method, resources for community support, return to work resources
  • Reproductive life plan – method of contraception
  • Adverse pregnancy outcomes associated with Atherosclerotic Cardiovascular Disease - risk assessment, ongoing annual assessment and prevention methods
  • Mental health – signs/symptoms and management
  • Postpartum problems – management of problems including stress incontinence, dyspareunia
  • Chronic health conditions – treatment plan
  • Family and friends – support network, monitoring of mental health concerns
  • Primary care provider – postpartum needs are being met, routine well-woman care
  • Infant’s care provider
  • Primary care provider – management of chronic conditions, who will continue care as needed
  • Lactation support – resources and who to call with questions/concerns
  • Care coordinator
  • Home visitors – meet specific needs of mother-infant dyad after discharge

 

Standardized Approach to Education

Recommendation

Provide standardized education for all patients, not just those with defined risk.

  • Integrate educational opportunities throughout the postpartum stay – educate during shift assessment.
  • Provide handout separately from other information or booklets (consider QR codes, a central hospital website, magnets/stickers, a tear-out sheet).
  • Instruct patients to recognize signs of potential complications and respond promptly.
  • Remind patients to tell all care providers about the date of birth.
  • Encourage self-advocacy.
  • Include a support system/family in education as much as possible.

Educate patients at risk for cardiovascular disease (i.e. preterm birth, gestational diabetes or hypertension, preeclampsia/eclampsia) on the importance of ongoing follow-up, due to increased risk later in life.

Download a three-page flyer of key points to cover with all patients at discharge. (PDF version or customizable Word version)

 

Components

Postpartum Warning signs

  • Chest pain or fast heartbeat
  • Trouble breathing
  • Thoughts of harming yourself or baby
  • Bleeding, soaking through one pad/hour or blood clots the size of an egg or bigger
  • Incision that is not healing (increased pain, redness, drainage, or pus)
  • Swelling, redness, or pain in legs
  • Temperature of 100.4 degrees F or higher, or 96.8 degrees F or lower
  • Headache that does not get better or bad headache with vision changes
  • Dizziness of fainting
  • Extreme swelling of hands or face
  • Severe abdominal pain
  • Foul smelling bleeding or discharge from the vagina or incision
  • Severe nausea and vomiting

 

Examples of Tools

CDC, HEAR HER Campaign: Signs and Symptoms of Urgent Maternal Warning Signs

4th Trimester Project, 4th Trimester Project Maternal Health Warning Signs 

ACOG, Heart Disease in Pregnancy or after Pregnancy Patient Education

AWHONN

AIM

Preeclampsia Foundation

CMQCC


Follow-Up

At or High-Risk Population Follow-Up

Schedule postpartum visits prior to discharge for patients who have experienced pregnancy and/or postpartum complications such as postpartum depression, hemorrhage, hypertension/preeclampsia, cesarean or perineal wound infection, depression, lactation difficulties, or seizure disorders needing medication titration.

 

Disability/Parental Leave Options Follow-Up

Educate the patient/family on disability/parental leave options to support newborn bonding/rearing, recovery plans for postpartum, and chronic and mental health conditions.

Assist patients in obtaining the required approvals and documentation needed to apply for benefits.

 

Health Related Social Needs (Social Determinants of Health) Follow-Up

Utilize county/regional resources to address needs. Address ongoing health needs after birth.

 

Hypertension in Pregnancy Follow-Up

Schedule postpartum visits prior to discharge for patients who have experienced hypertension/preeclampsia.

 

Maternal Mental Health Follow-Up

Provide postpartum mental health resources and support

Standardized treatment should begin before discharge for all patients with positive screen

Utilize methods for addressing positive screens 

  • Automate referral process for nurse/social work
  • Immediate referral to mental health clinician if screened high-risk

All patients should have access to maternal mental health support classes

 

Postpartum Mental Health Resources Follow-Up

Provide postpartum mental health resources and support.

Utilize methods for addressing positive screens:

  • Automate the referral process for nurses/social workers
  • Immediate referral to a mental health clinician if screened as high-risk

All patients should have access to maternal mental health support classes.

 

Postpartum Services for Medi-Cal Members Follow-Up (For Medi-Cal Members)

All managed care plan (MCP) birthing Medi-Cal members are eligible for Transitional Care Services (TCS). The phone number for each Medi-Cal member's assigned Medi-Cal MCP is on their plan ID card. Medi-Cal managed care plans (MCPs) are required to make available the following:

Transitional Care Services (TCS)
Transitional Care Services are designed to support Medi-Cal members transferring between settings, such as hospital discharges to home post-delivery. TCS provides general assistance with:

  1. Appointments and follow-up for both birthing Medi-Cal member and infant
  2. Obtaining medications and medical supplies
  3. Referrals

 

Whole-Person Care Services

  1. WIC, CalFresh, transportation, and housing resources
  2. Enhanced Care Management and Community Supports
  3. Doulas and community health workers
  4. Lactation services
  5. Home visiting
  6. Paid Family Leave
  7. Dyadic services
  8. Postpartum depression screening
  9. Family planning
  10. Black Infant Health
  11. American Indian Maternal Support Services (AIMSS) and Indian Health Programs 

 

Postpartum Services for Medi-Cal Members Follow-Up (For Providers)

Medi-Cal managed care plans (MCPs) are required to make available the following:

Transitional Care Services (TCS)
General assistance with:

  1. Appointments and follow-up for both birthing Medi-Cal member and infant
  2. Obtaining medications and medical supplies
  3. Referrals

 

Whole-Person Care Services

  1. WIC, CalFresh, transportation, and housing resources
  2. Enhanced Care Management and Community Supports
  3. Doulas and community health workers
  4. Lactation services
  5. Home visiting
  6. Paid Family Leave
  7. Dyadic services
  8. Postpartum depression screening
  9. Family planning
  10. Black Infant Health
  11. American Indian Maternal Support Services (AIMSS) and Indian Health Programs 

 

Pregnancy and/or Postpartum Complications Follow-Up

Schedule postpartum visits prior to discharge for patients who have experienced pregnancy and/or postpartum complications such as postpartum depression, hemorrhage, hypertension/preeclampsia, cesarean or perineal wound infection, depression, lactation difficulties, or seizure disorders needing medication titration.

 

Schedule Postpartum Visits Follow-Up

Schedule postpartum visits prior to discharge.

Women who have experienced miscarriage, stillbirth or neonatal death must be seen by obstetric provider:

  • Emotional support and bereavement counseling;
  • Referral to support groups;
  • Review of lab/pathology reports;
  • Counseling regarding recurrent risk and future pregnancy planning/contraception.

 

Using County/Regional Resources Follow-Up

Utilize county/regional resources to address needs.

Address ongoing health needs after birth.