Maternal-Child Case Management
Lori A. Davis
PART I MATERNAL-INFANT CASE MANAGEMENT
LEARNING OBJECTIVES
Upon completion of this chapter, the reader will be able to:
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Identify components of maternal-infant case management.
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Define important terms in maternal-infant case management.
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Identify specific skills for case managers in maternal-infant case management.
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Outline essential knowledge areas for case managers in maternal-infant case management.
IMPORTANT TERMS AND CONCEPTS
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Betamethasone
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Fetal Heart Rate Monitoring
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Gestational Diabetes
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Health Maintenance Organization (HMO)
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Home Uterine Activity Monitoring (HUAM)
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Hyperemesis Gravidarum
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Multifetal Pregnancies
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Placenta Previa
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Predisposing Factors to Preterm Labor
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Preeclampsia
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Pregnancy
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Premature Rupture of Membranes (PROM)
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Preterm Birth
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Prostaglandin
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Tocolytic Therapy
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Total Parenteral Nutrition (TPN)
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Trimester
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Vaginal Birth After Cesarean Section (VBAC)
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Viable
A. Maternal and newborn care are two of the leading health plan expense categories in the United States, accounting for an estimated 27% of hospital admissions, 25% to 33% of hospital costs, and 10% to 49% of health plan costs.
B. Maternal-infant case management is not care management of an individual but of a family unit, more specifically a mother-child unit.
C. In maternal-infant care management, our task begins at conception and continues throughout pregnancy, birth, and the postdelivery phase.
D. The quality of a child’s future depends on many factors, not the least of which include the physical and psychological conditions of pregnancy.
E. Identifying women at risk for the development of problems can begin with care from a primary care physician, but often care is not sought until pregnancy is determined. This is where the role of the maternal-infant case manager begins.
A. Betamethasone—A steroid given to a pregnant woman to aid in fetal lung development in anticipation of preterm birth.
B. Gestational diabetes—A carbohydrate intolerance that is diagnosed during pregnancy in which the blood sugar levels are elevated. The condition is usually controlled by diet; however, insulin may also be required. The condition usually resolves after delivery.
C. Home uterine activity monitor (HUAM)—A portable and compact monitor that records uterine activity and transmits data via telephone to the perinatal home care provider. Normally, this is not a continuous activity but is done intermittently at frequencies prescribed by the physician or when the mother feels the presence of contractions.
D. Hyperemesis gravidarum—Excessive vomiting during pregnancy; may lead to dehydration and possible starvation.
E. Multifetal pregnancies—A pregnancy of more than one fetus.
F. Placenta previa—A condition in which the placenta is implanted near or covering the cervix, which can result in bleeding and hemorrhage.
G. Preeclampsia—A complication of pregnancy, characterized by increasing hypertension, proteinuria, and generalized edema (toxemia).
H. Premature rupture of membranes (PROM)—Spontaneous rupture of the membranes that occurs more than 1 hour before the onset of labor. The term “premature” here only refers to the relationship with labor and not with gestational age.
I. Preterm birth—A birth occurring before the 37th week of gestation or 21 days before the estimated date of conception (EDC).
J. Preterm labor—Uterine activity accompanying cervical change, occurring between the 20th and 37th week of pregnancy.
K. Prostaglandin—A naturally occurring substance that causes strong contractions of the smooth muscle and dilation of certain vascular beds. It can be used in a gel form to soften the cervix before the induction or in suppository form (as a means of labor induction) for second-trimester pregnancy terminations.
L. Tocolytic therapy—Drug regimen given to decrease uterine activity and arrest the progression of preterm labor. May be given continuously through subcutaneous infusion or orally, although the oral route is usually given a trial before the subcutaneous method.
M. Trimester—Pregnancy is commonly broken down into trimesters: the first, second, and third months equal the first trimester; fourth, fifth, and sixth months are equal to the second trimester; and seventh, eighth, and ninth months are equal to the third trimester.
N. Vaginal birth after cesarean section (VBAC)—Vaginal delivery in a patient who has previously had a cesarean section.
O. Viable—Capable of sustaining life, usually a fetus that is 24 to 28 weeks of gestation; able to sustain life outside of the uterus.
A. The role of a case manager in the scope of maternal-infant health care can be a contributing factor to the well-being of a community.
B. A case management program that functions within the definition of case management as a collaborative process which assesses, plans, implements, coordinates, monitors, and evaluates options and services to meet an individual’s health needs through communications and available resources to promote quality, cost-effective outcomes; maternal-infant health care can have a significant impact on the health status, resource utilization, and future health care needs of a community.
C. The outcome of a healthy infant born to a healthy mother integrated successfully to a community with sufficient resources can validate a successful case management program.
D. With the proper tools, defined core competencies, and clinically experienced case managers, a maternal-infant case management program can be developed and implemented.
A. When the case manager demonstrates the basic skills of understanding the physiologic and psychosocial events that occur during the antepartum, perinatal, and postpartum phases, performing the next skill of assessment will be logical and well defined to the case manager.
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The assessment phase allows the case manager to collect data through a series of interviews of the client that can be tied to the knowledge of the basic physiology and psychosocial events of the antepartum, perinatal, and postpartum phases of maternal-infant health care. There are many components of a maternal-infant assessment.
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Some behavioral components of the assessment process for a maternal-infant case management program should not be disregarded.
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These behaviors include the competencies of:
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Interviewing skills for collecting subjective data for the database
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Listening and observation (if face-to-face) skills
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Communication and recording skills for a historical database
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Sensitivity to preconceived ideas, languages, and cultural barriers
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Awareness of the case manager’s personal attitudes and beliefs
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When the case manager demonstrates successful competencies of the so-called soft skills of assessment, the development of the database will allow him or her to assess the needs of the client through the gathering of physical, social, psychological, and historical information.
B. The framework of assessment for a maternal-infant case management program is built around the collection of multiple data elements, both historical and current.
C. Gathering of objective and subjective data should be included in the database collection instrument.
D. Objective data items collected include physician office visit findings, diagnostic and laboratory test results, the client’s current health status, family history, psychosocial history, activities of daily living, and review of systems.
E. Subjective data items collected include a client’s personal perspective of past history.
F. The subjective and objective data collected allow the case manager to define the perceived issues with the objective findings. This will lead the case manager to the identification phase of any problems, concerns, or interventions, allowing the case manager to begin the planning phase.
A. Five major domains of essential case management knowledge have been identified and recognized as core knowledge areas used by practitioners across the essential activities and functions that constitute case management. These domains are:
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Coordination and service delivery
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Physical and psychosocial aspects
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Benefit systems and cost-benefit analysis
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Community resources
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Case management concepts
B. A core of any curriculum begins with the understanding and application of the basic components and skills required to apply the knowledge to practice. The defined basic components of a maternal-infant case management program include:
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Knowledge of the anatomic changes to women that occur during the conception, antepartum, perinatal, and postpartum phases of pregnancy
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Knowledge of the physiologic changes in women that occur during the conception, antepartum, and postpartum phases of pregnancy
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Knowledge of fetal development phases during the conception and antepartum period of pregnancy
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Knowledge of maternal and fetal nutrition
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Knowledge of the phases of labor and delivery of the birthing process
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Knowledge of the biologic and behavioral characteristics of the newborn infant
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Knowledge of newborn nutritional needs
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Knowledge of the psychosocial components of the childbearing family, including family dynamics, cultural context, and coping skills
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Knowledge of the various risk factors of the antepartum, perinatal, and postpartum phases of maternal-infant health care
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Knowledge of the pathophysiology of a high-risk pregnancy, including:
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Preeclampsia (toxemia)—occurs in 3% to 6% of all pregnancies
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Preterm labor and preterm birth—Between 1993 and 2003, the rate of infants born preterm in the United States increased nearly 12%.
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Multifetal pregnancy—increasing occurrence with prevalence of infertility treatment
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Gestational diabetes—occurs in 3% to 12% of pregnancies
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Hyperemesis gravidarum—occurs in 0.7% to 2.1% of pregnancies
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Placenta previa
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Other preexisting physical conditions or diseases
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Previous pregnancies with pathophysiology
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Medical chronic disease and the effect of those diseases on pregnancy
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Current pathologic “states” of pregnancy—hypertensive states, hemorrhage, preterm and postterm labor, and age-related conditions
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Knowledge of social risks to the pregnancy state, including:
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Smoking, drug, and alcohol usage
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Community support and available resources
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Previous psychiatric disease
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C. Many of these knowledge domains are developed through clinical experiences in a variety of health care and provider settings. These clinical experiences allow the development of knowledge of various treatment modes and outcomes.
A. The basic concepts of case management, such as planning, monitoring, coordinating, directing, and evaluating the plan for results-oriented, cost-effective services, form a domain of the case management model.
B. In a maternal-infant case management program, the assessment and the formulation of issues, problems, or concerns lead to an individualized plan for the patient.
C. The case manager’s ability to create a plan is included as a competency.
D. Planning requires input and agreement from multiple providers, community service agencies, and the client to set mutual goals.
E. To identify the appropriate interventions to reach the mutual goals, the case manager must translate the problem statements into a positive health statement and establish criteria to meet the mutual goals.
F. The health statements tied to possible interventions for the client will lead to the case management plan.
G. The communication, coordination, organizing, and directing of this plan through intervention remain a major function and required competency of a case manager in a maternal-infant case management program.
H. In a maternal-infant case management program, the case manager must plan for the physical, emotional, and psychosocial needs of the pregnant patient.
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Pregnancy affects the entire body of a woman and can produce a very different response from one client to another.
I. The assessment and plan of any pregnant patient must be made in the context of the maternal-fetal unit. The areas for planning include:
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Preparation and education of the patient on her physical changes and possible requirements
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Discussion of financial issues or concerns related to pregnancy and maternal-infant needs
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Review of the present and future effect on the patient in the performance of activities of daily living, including nutrition, exercise, travel, personal hygiene, sexual activity, smoking, alcohol, drugs (prescription, over the counter, and recreational), and pets
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Outline of emotional changes related to changes of pregnancy from physical factors (e.g., hormone changes and body image) to the additional requirements of a new dependent, financial constraints, and family dynamics
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Consideration of psychosocial requirements of the pregnancy, such as changes in housing needs, occupational risks and consequences, religious and cultural practices, marital status, and age
J. The maternal-infant case management plan directs the appropriate interventions to direct the actions needed.
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A case manager should include in the maternal-infant plan:
K. The maternal-infant case manager directs and organizes the interventions for action.
L. There is coordination of activities, collaboration of resources, and monitoring of results from the interventions.
M. On completion of the activities, the maternal-infant case manager must evaluate the results.
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Have the goals been met throughout the pregnancy?
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An example of this evaluation may be seen in the attending of physician appointments during the antepartum phase of the pregnancy.
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If the client cannot attend the required monthly antepartum visits, the case manager must be aware of this issue and plan accordingly.
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The plan may include several contingency items such as child care, transportation options, and financial resources.
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Through the case manager process, the case manager will assess and identify this issue, plan for the problem, and direct, monitor, and evaluate the outcomes of attendance at physician’s appointments by the client.
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This continuous case management process by the case manager for simple to complex problems, concerns, or identified issues will allow for necessary changes in the plan, utilization of appropriate resources, and results-oriented, cost-effective services.
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A. Understanding the interrelationships of the physical and psychosocial aspects of the maternal-infant client is a key competency for the case manager.
B. Previous clinical experience in a variety of settings where maternal-infant health care is delivered is a mandatory competency for the maternal-infant case manager.
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Competencies include:
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Knowledge of the genetic basis of inheritance, including the conception phase and gene transmission within families
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Knowledge of embryonic development and fetal maturation, including the various changes in the maternal anatomic systems
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Knowledge of a normal pregnancy and the outcomes that result when normal events do not occur
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Knowledge of the family-centered approach to maternal-infant care for the support of the mother and infant
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Knowledge of the cultural significance of childbearing for a variety of cultures
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Knowledge of the developmental tasks and mental processes required for the mother to adapt to the maternal role, from accepting the pregnant state to the mother-child bonding period
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C. The maternal-infant case manager’s ability to blend the medical, psychological, social, and behavioral knowledge of the pregnant state into an effective plan will benefit the patients, both mother and child.
A. The outcome of a healthy infant and mother who are integrated into the community, using available and necessary resources that lead to a healthy family, is the goal of a maternal-infant case management program.
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Unfortunately, the ideal outcome is not always possible. In the United States in 2003, hospital charges for babies with any diagnosis of prematurity or low birthweight was nearly $18.1 billion.
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However, with oversight, compliance, and education, positive pregnancy outcomes remain a viable goal of a maternal-infant case management program.
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Additionally, the maternal-infant case management program can be used to differentiate the high-risk patient from the patient with a normal pregnancy.
B. Knowledge of various benefit plans allows the case manager to tie benefits to identified needs.
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If there are no benefits available, the case manager will be competent to seek possible alternatives, explore various community resources, or work closely with funding sources for payment of the services needed.
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The onset of preterm labor and the delivery of low-birthweight infants have a significant financial impact on health care resources and an emotional impact on the family and community structure.
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The family may suffer additional stress if the infant is born prematurely and has congenital defects or develops chronic conditions as a result of prematurity.
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C. Benefit analysis is essential for the maternal-infant case manager to provide the highest quality of care within the confines of the mother’s resources.
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Including a variety of educational and behavioral programs complements the case manager’s interactions and enhances the potential for a healthy pregnancy and good outcome.
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Examples of this can be demonstrated in
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A smoking cessation program
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A work-adjustment program
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A nutrition program for the pregnant woman
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A cost analysis of so-called add-on services, such as home intervention and education to decrease preterm births
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D. The easiest way to maximize benefit potential while decreasing expenditures related to pregnancy and birth is through aggressive and consistent use of resources to identify and treat high-risk pregnancies.
A. A maternal-infant case management program is tied closely to the community.
B. The pregnant patient is encouraged to be involved in the community.
C. A maternal-infant case manager will be competent to:
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Identify community resources within the neighborhood of the mother
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Obtain community resource requirements for use by the client
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Assess every woman for domestic violence, with the ability to provide appropriate counseling and referrals for abuse
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Determine access to and availability of services for the educational needs of the pregnant patient within the community
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Evaluate community transportation for access to health care facilities and physician’s appointments
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Determine the employer’s involvement in work adaptations for the pregnant worker and the availability of such adaptations
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Incorporate strategies into the community through educational programs, community volunteer outreach, and community coalitions of persons who seek positive outcomes for future children and families of that community
D. Education of the patient and significant others is another way of increasing the mother’s support system and her awareness of ways to ensure a healthy baby.
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Prenatal education classes are widely produced and available in most areas.
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Many hospital facilities offer prenatal education as well as childbirth classes for a nominal fee, and often these classes are free.
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Public health departments offer prenatal education.
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Many nonprofit organizations within the community offer prenatal education as well.
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Prepared childbirth classes or Lamaze classes are also offered by many of these groups.
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For the postdelivery period, there are also centers that offer parenting classes, access to free or low-cost immunizations, car seats, and other services to help ensure a healthy baby.
E. Many HMOs offer prenatal screening and education programs.
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Although not intended to replace a physician’s office visit, prenatal education program, or other health care services, these programs often offer many good booklets, brochures, tapes, and other educational pieces to supplement programs already in place.
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Many of these programs offer incentives to their plan participants for seeking prenatal care early, keeping monthly or bimonthly visits, or participating in their perinatal wellness program.
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Incentives are also included for completing either a telephonic or written assessment tool that would help identify mothers at risk.
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These assessment tools can be useful in obtaining an even more in-depth maternal history and often reveal potential complications or risk factors.
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Drawbacks to these programs are that health plan participants are already inundated with free educational materials or feel that answering in-depth questions is an invasion of their privacy, even though it would ultimately benefit the pregnancy, mother, and child.
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Many plan participants enroll in these programs because the incentives can be quite attractive.
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Incentives might include coupons or discounts to local stores, car seats, gift baskets, free maid service, etc.
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A. Knowledge of perinatal services available is essential for the provision of services and treatment options.
B. Most often, the birth takes place at a hospital or birthing facility.
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According to several new laws, both state and federal, length of hospital or facility stay can no longer be mandated or incentivized by third-party payers or facilities for the reduction of health care spending.
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These laws mandate that the minimum stay be 72 hours for a routine, uncomplicated vaginal delivery.
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The minimum stay following a cesarean section is 96 hours, if it is uncomplicated.
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Earlier discharge is possible only if the physician and the mother agree on the discharge decision.
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Offering enticements for the mother to leave the hospital early, such as waiving co-payments or deductibles or offering free goods or services, also is not allowed.
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These laws were enacted as a direct result of the physician and consumer outcry regarding the movement to discharge mothers and infants within 24 hours after vaginal delivery.
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C. When complications arise or a situation becomes high risk, the knowledge of available treatment options becomes key to providing cost-effective, quality care.
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Complications arising during pregnancy include:
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Hyperemesis gravidarum
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Preterm labor
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Gestational diabetes
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Multifetal pregnancies (twins, triplets, or more)
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Placenta previa
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Preeclampsia
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D. Treatment for complications does not always require an extended hospital stay.
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Some alternatives available that can be used include:
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Home uterine activity monitoring (HUAM) for those mothers with preterm labor, multifetal pregnancy, or histories of preterm birth
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HUAM—A portable and compact monitor that records uterine activity and transmits data by telephone to the perinatal home care provider.
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HUAM can be done with or without medication (i.e., tocolytics).
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Subcutaneous medication therapy can be administered at home for several complications of pregnancy. Examples of subcutaneous medication include:
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Metoclopramide (Reglan) therapy for hyperemesis
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Terbutaline pump therapy for preterm labor (usually used after failure of oral tocolytic therapy)
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Insulin pump therapy for diabetes
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Anticoagulant therapy for coagulation disorders
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Home nursing visits for administration of injections, nursing assessments, and monitoring, even if provided once daily or several times daily, can be a very cost-effective way of preventing preterm birth and its complications.
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There are numerous other specialized perinatal services that can be provided at home safely and cost effectively.
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Such services might not be warranted for most patients, but for a mother who is at high risk or on bed rest, they can be the deciding factor in a preterm or full-term delivery.
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f. Examples of other perinatal home services include:
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Nonstress testing
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Fetal heart rate monitoring
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Betamethasone therapy
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Dietary analysis
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Blood pressure monitoring
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IV hydration therapy for hyperemesis gravidarum
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Total parenteral nutrition (TPN) for severe hyperemesis gravidarum
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Blood testing
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Many of the services listed can be provided with electronic equipment that has a modem through which data can be transmitted to a center with trained professionals who can update the physician and alert him or her to potential problems.
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Providers of the services listed should be highly experienced and qualified to provide such services.
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Not all home health providers are equipped or qualified to take on the responsibility of perinatal care.
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The nurses providing care should have several years of perinatal experience, preferably in labor and delivery, and neonatal and high-risk care, and be well trained to work with the technology at home.
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It is a good idea to know providers for perinatal care before the case manager needs them and be acquainted with the capabilities they have.
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Coverage for these types of services is not always available; collaborating with the physician, payer source, and patient is essential.
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