| Interoperability Standards Platform (ISP)

Narrative patient data relevant to the context identified by note types.

Usage note: Clinical Notes data elements are content exchange standard agnostic. They should not be interpreted or associated with the structured document templates that may share the same name.

Data Element

Postpartum Summary Note

Description

The postpartum summary note supports the inclusion of any interval medical history since delivery, physical and pelvic examination information, review of newborn status, discussion of birth control options, depression and intimate partner violence screenings, immunization review, counseling regarding any future pregnancies, and any interventional education, screenings, tests and results including laboratory. The postpartum summary note includes information such as structured evaluation of risk (e.g., PRAPARE, homelessness, AHC-HRSN screening tool, etc.) for any maternal health SDOH data related to conditions in which people live, learn, work, and play and their effects on health risks and outcomes; plan of care including social support interventions including but not limited to access to care; education; income; food stability; housing; neighborhood characteristics; safety; transportation security; violence/abuse preventions, ETOH, Smoking, Substance use disorder assessment and treatment drug abuse prevention and treatment; living arrangement; Social support involvement baby father involvement; etc.

Submitted By: Andrea Fourquet / IHE USA
Data Element Information
Rationale for Separate Consideration	Existing clinical notes do not specify postpartum data that are required to be exchanged to support safe and effective clinical care. Postpartum specific clinical data include Interval medical history since delivery Physical and pelvic examination information Review of newborn status Discussion of birth control options Depression and intimate partner violence screenings Maternal related immunization review Counseling regarding any future pregnancies Maternal related interventional education Maternal related screenings Maternal related interventional tests and results including laboratory, radiology, etc.
Use Case Description(s)
Use Case Description	According to the 2021 Aspen Health Strategy Group report on “Reversing the U.S. Maternal Mortality Crisis”, 700 women die each year as the result of pregnancy or delivery complications, and 50,000 more face short-term or long-term health consequences because of pregnancy or labor. The U.S. has the highest maternal mortality rate of any high-income nation in the world (17.4 maternal deaths per 100,000 live births) according to The Commonwealth Fund. While rates of maternal mortality have been decreasing in other countries, they have been rising in the United States since 1987. Maternal health data is not uniformly standardized, and data exchange is not consistent across many settings, which impedes care and research on maternal morbidity, longitudinal maternal care, and associated impacts to infant and infant health. The United States Congress S.796 - Protecting Moms Who Served Act of 2021 includes support by the Department of Veterans Affairs for Maternity Care Coordination by carrying out the maternity care coordination program described in the Veterans Health Administration Directive 1330.03. The Veterans Health Administration Directive includes required coordination of maternity care which include provision of care across settings. Maternal health data is captured in systems at the point of care. However, the data and the methods of exchange across systems is inconsistent. For example, data such as the pregnancy history, delivery interventions, plan of treatment information, etc. are captured in the postpartum summary note. Providing the ability to share the postpartum summary note from the delivery setting to the next level of care for use during postpartum care, will assist in assuring that the mother receives safe and effective postpartum care. Therefore, including Postpartum Summary Note as a data element in USCDI V3 will promote support for improved care delivery. The Postpartum Summary Note contains the necessary data elements required to be exchanged in support of care coordination. The following use cases demonstrate the exchange of information needed to support maternal care coordination and care provision. Personal access and control over perinatal information Frequency: Maintained and used Constantly by the person Personal Health data owned by the person and shared with perinatal providers that interact with the pregnant person throughout their pregnancy, birth, postpartum, and newborn care. The Person has the ability to share the following perinatal information as part their longitudinal record with providers with consent: encounter data, labs, vital signs, birth directives and birth plans SDOH assessments or screenings and associated interventions Self Reported biometrics Activities of daily living This concept has been described by the 2006 Independent Health Record Bank Act https://www.congress.gov/bill/109th-congress/house-bill/5559?s=1&r=5 Outpatient Care Frequency: Each Outpatient encounter The first postnatal visit is vitally important Initial assessments, lab and documentation take place at this event The person’s preferences, cultural, and family support are considered Referral for routine or high-risk postnatal care Performance of Preventative Care encounters are planned Completion of up to date relevant screenings. Psychosocial-risk assessment to identify the presence of a broad range of social, economic, psychological, and emotional problems. Screening includes but is not limited to: an assessment of barriers to care, unstable housing, communication barriers, nutrition, tobacco use, substance use, depression or other psychiatric illness, employment or financial status, safety, domestic abuse, sexual abuse, and stress. Performance of appropriate referrals based on screening results. Ensuring effective coordination of care between varying care settings and care providers and specialists such as endocrinology, cardiology, rheumatology, neurology, gynecology, mental health, social services, etc. The maternal patient is an active participant and is included as a key component of care provision use cases. Inpatient Care Frequency: Each Inpatient encounter Required inpatient medical, surgical, psychiatric, or residential care services. Care must be coordinated with the patient’s care providers and specialists (such as endocrinology, cardiology, rheumatology, neurology, gynecology, mental health, social services, etc.). Maternal patients need to be evaluated and referred or transferred from one inpatient setting to another based on consideration of the following factors: complications related to the pregnancy, the patient’s health status, and the local resources available and needed to meet all of the patient’s medical and social needs. The maternal patient is an active participant and is included as a key component of care provision use cases. Obstetrical Emergencies Frequency: Each emergency and/or urgent care encounter The management of patients with obstetrical emergencies is normally directed toward the rapid evaluation, stabilization, and transfer to the nearest qualified facility. Mechanisms or processes need to be in place to initially triage obstetrics emergencies in the event this is necessary. It is imperative that the patient health information is available when the following occur: Performance of timely (i.e., stat or point of care) testing to identify complications is needed when necessary. Timely access to diagnostic services, especially if this impacts the triaging of the patient’s care. Pregnancy and postpartum information must be provided when seeking emergency care at the closest Emergency Department, Urgent Care Center or at the hospital the patient will be using for delivery. Patients with complications such as excessive bleeding or thrombotic pulmonary embolism need to be cared for outside of routine visits. Information from these encounters should be made available if a referral to a specialist is needed. The information should also be available when the patient returns to their primary care provider or any other provider caring for existing chronic conditions. The maternal patient is an active participant and is included as a key component of care provision use cases. Postpartum Care Follow-up Frequency: Each postpartum encounter Postpartum visit with the patient’s maternity care provider at approximately 6-8 weeks following delivery (or earlier if recommended by that provider). Follow-up with the patient’s routine care provider (e.g., PCP and other routine care providers) after postpartum visit within 3 months (or earlier if comorbid conditions, e.g.,cardiovascular disease, Human immunodeficiency virus, acquired immunodeficiency syndrome, mental health condition, etc.). The maternal patient is an active participant and is included as a key component of care provision use cases. Post Pregnancy Care Provision Frequency: Each care provision encounter Regular encounters with the patient’s care team is required. The maternal patient is an active participant and is included as a key component of care provision use cases. Travel Use Case Frequency: Each travel incidence that includes encounters with the health care system. It is not uncommon for postpartum mothers to travel. If acute clinical conditions arise, the mother may seek treatment at a care setting remote from her normal place of care. A summary of information such as the Postpartum Summary Note should be available to the new care team for the provision of safe and effective care. Additionally, A summary of the care provided by the remote provider should be available to the mother’s primary obstetrical provider for continuation and follow up care. Community Care Services Use Case Frequency: Each incidence where the barriers to care are identified and mitigated. Community Clinical Integration (CCI) involves creating an infrastructure for community collaboration to improve perinatal outcomes. The infrastructure is used to address barriers to care such as postpartum care by working collaboratively with community partners (doulas, community-based organizations, community health workers, home visitation programs, etc.). The majority of preventable maternal morbidity/mortality occurs in community settings. Medical care, dental care, behavioral health care, substance use disorder care, material support, social support are all key components of whole-person care. High-value care activities should be coordinated across multiple sectors to ensure smooth transitions and handoffs among care team partners in order to share resources and accountability. The Postpartum Summary Note can be used to share information in support of the maternal-person CCI needs. Veterans Health Administration Directive 1330.03 https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=4492813&FileName=36C24218R0013-006.pdf https://www.healthit.gov/playbook/specialists/#section-11-2 https://www.aimcci.org/ IHE USA Maternal Health Project https://drive.google.com/drive/u/0/folders/1Y5_iBEDalbFUTn_MKYr4yCmqo61jSdMe https://docs.google.com/document/d/1p0QS-O48Xcr1GZ1EFnz9S4gIvaL0cv8kkRv_RLOzgEQ/edit?usp=sharing Task Force on Research Specific to Pregnant Women and Lactating Women (PRGLAC) https://www.nichd.nih.gov/about/advisory/PRGLAC#:~:text=Lactating%20Women%20(PRGLAC)-,Task%20Force%20on%20Research%20Specific%20to%20Pregnant%20Women%20and%20Lactating,pregnant%20women%20and%20lactating%20women. The Gravity Consensus-driven Standards on Social Determinant of Health https://confluence.hl7.org/display/GRAV/The+Gravity+Project Institute for Healthcare Improvement http://www.ihi.org/ includes - Better Maternal Outcomes Rapid Improvement Network http://www.ihi.org/Engage/Initiatives/Better-Maternal-Outcomes-Rapid-Improvement-Network/Pages/default.aspx Maternal and Infant Health http://www.ihi.org/Topics/Maternal-Infant-Health/Pages/default.aspx Black Maternal Health: Reducing Inequities Through Community Collaboration http://www.ihi.org/resources/Pages/Publications/black-maternal-health-reducing-inequities-through-community-collaboration.aspx
Estimate the breadth of applicability of the use case(s) for this data element	Maternal health data pertains to all maternal health patients, all providers providing care for maternal health patients and all requesters utilizing maternal health data to support applicable use cases such as research, public health and/or quality reporting. Anticipated stakeholder examples are: Patients Newborns Mothers Providers OB GYN Birthing Centers Doulas Midwives Community Health centers Community Health workers Fertility Clinics Public Health Insurance Providers Military Health System Veterans Administration Home Visitation Programs Dentists This list is not exclusive to the stakeholders that will capture, access or use this data element.
Use Case Description	Maternal Research Use Case Supports mapping maternal data across health records from specialty care and linking mother and child data harmonized across a broad set of use cases. This supports researchers in identifying root causes of maternal mortality and pediatric developmental problems, including SDOH such as limited income, poor nutrition, lack of medical coverage, etc. The goal is to provide standardization of data capture for comparative analysis over time to improve health outcomes and to define a framework for studying additional research populations in the future. Quality Improvement Use Case The Quality Improvement Ecosystem begins with information such as maternal care provision needs, information to support maternal care coordination, etc. Such information indicates existing status and knowledge about a given clinical topic. Stakeholders, such as professional societies, public health agencies, and governmental bodies, publish such information to assure awareness among consumers, healthcare practitioners, and healthcare organizations about what is known and suggested methods for managing the clinical topic as clinical guidelines. These clinical guidelines are translated into clinical decision support (CDS) artifacts to incorporate relevant, evidence based, and patient-specific clinical recommendations and actions directly within clinical workflow. To close the loop and enable continuous improvement, the results of such measurement analytics must be reported for aggregate review. “Reporting” serves the purpose of evaluating clinical performance and outcomes, whether it be internally for health care organizations, or for third parties such as public health or for payers. Public Health Reporting An expectant mother’s pregnancy attributes are crucial for providing the best possible prenatal care. As well, after delivery, Public Health needs to capture this data as part of birth certification, fetal death reporting and birth defect reporting. In particular, birth certification forms the basis of the patient census required by a large number of other Public Health programs including newborn screening, birth defect reporting and immunization registries making it critical that birth certification is as automated, timely and accurate as possible. Longitudinal Maternal & Infant Health Information for Research https://build.fhir.org/ig/HL7/fhir-mmm-ig/ Vital Records Birth and Fetal Death Reporting https://build.fhir.org/ig/HL7/fhir-bfdr/ Birth and Fetal Death Reporting https://www.ihe.net/uploadedFiles/Documents/QRPH/IHE_QRPH_Suppl_BFDR-E.pdf WHO Antenatal Care Guideline Implementation Guide https://build.fhir.org/ig/WorldHealthOrganization/smart-anc/index.html Dataset and More for Perinatal Care https://confluence.hl7.org/display/PC/Presentations?preview=/91991844/91991845/DatasetPerinatology_v02.pdf Task Force on Research Specific to Pregnant Women and Lactating Women (PRGLAC) https://www.nichd.nih.gov/about/advisory/PRGLAC#:~:text=Lactating%20Women%20(PRGLAC)-,Task%20Force%20on%20Research%20Specific%20to%20Pregnant%20Women%20and%20Lactating,pregnant%20women%20and%20lactating%20women CDC Maternal and Infant Health https://www.cdc.gov/reproductivehealth/maternalinfanthealth/index.html MATERNAL MORTALITY Factsheet https://docs.google.com/document/d/1p0QS-O48Xcr1GZ1EFnz9S4gIvaL0cv8kkRv_RLOzgEQ/edit CMS Proposes Policies to Advance Health Equity and Maternal Health, Support Hospitals https://www.cms.gov/newsroom/press-releases/cms-proposes-policies-advance-health-equity-and-maternal-health-support-hospitals
Estimate the breadth of applicability of the use case(s) for this data element	Anticipated stakeholder examples are: Patients Newborns Mothers Providers OB GYN Birthing Centers Doulas Midwives Community Health centers Community Health workers Fertility Clinics Public Health Insurance Providers Military Health System Veterans Administration Home Visitation Programs Dentists This list is not exclusive to the stakeholders that will capture, access or use this data element
Healthcare Aims	Improving patient experience of care (quality and/or satisfaction) Improving the health of populations Reducing the cost of care Improving provider experience of care
Maturity of Use and Technical Specifications for Data Element
Applicable Standard(s)	SNOMED CT 55410009 Maternal postpartum 86569001 Postpartum state LOINC: 57076-2 Postpartum hospitalization treatment Narrative https://loinc.org/57076-2/ 57083-8 Labor and Delivery record panel https://loinc.org/57083-8/ 92576-8 Maternal discharge summary - recommended IHE set https://loinc.org/92576-8/ ICD9 CM Complications of Pregnancy, Childbirth and the Puerperium http://cts.nlm.nih.gov/fhir/ValueSet/2.16.840.1.113883.3.464.1003.111.11.1021 ICD10CM, SNOMED CT Complications of Pregnancy, Childbirth and the Puerperium http://cts.nlm.nih.gov/fhir/ValueSet/2.16.840.1.113883.3.464.1003.111.12.1012 Pregnancy https://vsac.nlm.nih.gov/valueset/2.16.840.1.113883.3.526.3.378/expansion
Additional Specifications	SDOH Clinical Care IG - https://hl7.org/fhir/us/sdoh-clinicalcare/ Longitudinal Maternal & Infant Health Information for Research IG - https://hl7.org/fhir/us/mihr/2022may/index.html WHO Antenatal Care Guideline Implementation Guide - https://build.fhir.org/ig/WorldHealthOrganization/smart-anc/guidance.html Antepartum Summary (APS) - https://www.ihe.net/Technical_Framework/upload/IHE_PCC_Suppl_AntepartumProfiles_Rev1-2_TI_2011-09-09.pdf Family Planning Version 2 (FPv2) - https://www.ihe.net/uploadedFiles/Documents/QRPH/IHE_QRPH_Suppl_FPv2.pdf Healthy Weight (HW) - https://www.ihe.net/uploadedFiles/Documents/QRPH/IHE_QRPH_Suppl_HW.pdf C-CDA R2.1 Supplemental Templates for Pregnancy Status - HL7 CDA® R2 Implementation Guide: C-CDA R2.1 Supplemental Templates for Pregnancy Status, Release 1 - US Realm Pregnancy Outcome List - https://nhsconnect.github.io/FHIR-Maternity-Record/explore_pregnancy_outcome.html NIH - https://www.nationalacademies.org/documents/embed/link/LF2255DA3DD1C41C0A42D3BEF0989ACAECE3053A6A9B/file/DD9D34E3DC420E58DE0011417F4073B95E45E1C3F1FC HL7 CHOICE Project - Pregnancy History Model https://confluence.hl7.org/x/ptM7Bg
Current Use	This data element has been used at scale between multiple different production environments to support the majority of anticipated stakeholders
Supporting Artifacts	ISA - https://www.healthit.gov/isa/representing-patient-pregnancy-status Blue Cross BLue Shield Pregnancy Risk assessment form - https://about.bcbstx.com/provider/pdf/3rd_trimester.pdf UnitedHealthcare Pregnancy Risk assessment form - https://www.uhcprovider.com/content/dam/provider/docs/public/commplan/multi/UHC-UHCCP-Obstetrics-Pregnancy-Risk-Assessment-Form.pdf
Extent of exchange	5 or more. This data element has been tested at scale between multiple different production environments to support the majority of anticipated stakeholders.
Supporting Artifacts	The information defined in a postpartum summary note is routinely collected at scale. https://www.uptodate.com/contents/overview-of-the-postpartum-period-normal-physiology-and-routine-maternal-care?topicRef=112420&source=see_link
Potential Challenges
Restrictions on Standardization (e.g. proprietary code)	None
Restrictions on Use (e.g. licensing, user fees)	None
Privacy and Security Concerns	Pregnancy-related data, particularly pregnancy outcome, is sensitive and private information. It will be important to safeguard identifying information of individuals using current HIPAA policies and other relevant standards. Privacy and security should include statutes, regulations, and guiding principles to protect patient specific maternal health data because it is sensitive and private information. Privacy and security considerations associated with any health-related data should take appropriate action to mitigate the risk of compromise. The use of the following is highly encouraged: Security and Implementation Guidance; Security/Privacy Related Technologies Including Explicit Consent and Security Labels; Exchange Security; Additionally Protected Information.
Estimate of Overall Burden	These data elements are straightforward in nature and should not present a large burden to implement provided the EHR system is capturing the data as a component of care provision. This postpartum summary note pertains to pregnancy information. It is essential to capture this information across care settings when a person is post pregnancy. It should not be a considerable burden to implement this data element because it has minimal implementation lift and will have an enormous benefit for care provision and improving health outcomes for postpartum patients.
Other Implementation Challenges	N/A

ASTP Evaluation Details Each submitted Data Element has been evaluated based on the following criteria. The overall Level classification is a composite of the maturity based on these individual criteria. This information can be used to identify areas that require additional work to raise the overall classification level and consideration for inclusion in future versions of USCDI
Criterion #1 Maturity - Current Standards	Level 2 - Data element is represented by a terminology standard or SDO-balloted technical specification or implementation guide.
Criterion #2 Maturity - Current Use	Level 2 - Data element is captured, stored, or accessed in multiple production EHRs or other HIT modules from more than one developer.
Criterion #3 Maturity - Current Exchange	Level 2 - Data element is electronically exchanged between more than two production EHRs or other HIT modules of different developers using available interoperability standards.
Criterion #4 Use Case(s) - Breadth of Applicability	Level 0 - Use cases apply to a limited number of care settings or specialties, or data element represents a specialization of other, more general data elements.
Evaluation Comment	This data element represents a component of an existing USCDI data elements Progress Note and History and Physical in the Clinical Notes data class.

Clinical Notes

Data Element

Comment