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Service Delivery Guidelines

 
Client Assessment TOC

Objectives

The primary objectives of assessing clients prior to providing family planning services are to determine:

  • that the client is not pregnant,
  • whether any conditions requiring precaution exist for a particular method, and
  • whether there are any special problems that require further assessment, treatment or regular follow-up.

This usually can be accomplished by asking a few key questions. Unless specific problems are identified, the safe provision of most contraceptive methods, except IUDs and voluntary sterilization, does not require performing a physical or pelvic examination.

Where resources are limited, requiring medical evaluation and/or laboratory testing (e.g., blood sugar and hemoglobin) before providing modern contraceptive methods is not justifiable. Where demand for family planning services is high, medical requirements that are not essential to the provision of specific contraceptives act as a major barrier to contraceptive choice and access to services. To enable clients to obtain the contraceptive method of their choice, only those procedures that are essential and mandatory for all clients in all settings should be required.

With the exception of condoms (and diaphragms to a lesser degree), no contraceptive method provides protection against STDs (e.g., HBV, HIV/AIDS). All clients should be made aware of the risks of GTI and STD transmission (see STDs and Family Planning chapter for details on client screening).

How to be Reasonably Sure a Client is not Pregnant

You can be reasonably sure a client is not pregnant if she has no signs or symptoms of pregnancy (e.g., breast tenderness or nausea) and:

  • has not had intercourse since her last menses; or
  • has been correctly and consistently using another reliable contraceptive method; or
  • is within the first 7 days after the start of her menses (days 1–7); or
  • is within 4 weeks postpartum (for non-breastfeeding women); or
  • is within the first 7 days postabortion; or
  • is fully breastfeeding, less than 6 months postpartum and has had no menstrual bleeding.

When a woman is more than 6 months postpartum you can still be reasonably sure she is not pregnant if she has:

  • kept her breastfeeding frequency high,
  • still had no menstrual bleeding (amenorrheic), and
  • no clinical signs or symptoms of pregnancy.

Pelvic examination is seldom necessary, except to rule out pregnancy of more than 6 weeks, measured from the last menstrual period (LMP).

Pregnancy testing is unnecessary except in cases where:

  • it is difficult to confirm pregnancy (i.e., 6 weeks or less from the LMP); or
  • the results of the pelvic examination are equivocal (e.g., the client is overweight, making sizing the uterus difficult).

In these situations, a sensitive urine pregnancy test may be helpful, if readily available and affordable. If pregnancy testing is not available, counsel the client to use a temporary contraceptive method or abstain from intercourse until her menses occur or pregnancy is confirmed.

Client Assessment Checklist for Reversible Methods

For either checklist if the client answers "NO" to all questions, and pregnancy is not suspected, the client may go directly for method-specific counseling, pelvic examination (required for IUDs only) and provision of the contraceptive. If the client answers "YES," however, she will need further counseling and possible evaluation before making a final decision.

HORMONAL METHODS CHECKLIST
(pills, injectables and implants)

YES

NO

Breastfeeding baby less than 6 weeks olda,b    
Bleeding/spotting between periods or after intercourse    
Jaundice (abnormal yellow skin or eyes)    
Smoker over age 35b    
Diabetes    
Severe headaches or blurred vision    
Severe pain in calves, thighs or chest, or swollen legs (edema)b    
High blood pressure (history of)b    
Heart attack, stroke or heart disease (history of)    
Breast cancer or suspicious (firm, nontender or fixed) lump in the breast    
Taking drugs for epilepsy (phenytoin and barbiturates) or tuberculosis (rifampin)c    

a Combined estrogen/progestin contraceptives (COCs and CICs) are the methods of last choice for breastfeeding women, especially in the first 6–8 weeks postpartum.
b Does not apply to progestin-only contraceptives (implants, PICs and POPs).
c Does not apply to PICs
.

IUD CHECKLIST

YES

NO

Client (or partner) has other sex partners    
Sexually transmitted genital tract infection (GTI) or other STD (e.g., HBV, HIV/AIDS) within the last 3 months    
Pelvic infection (PID) in the last 3 months or past ectopic pregnancy    
Heavy menstrual bleeding (twice as long or twice as much as normal)a    
Prolonged menstrual bleeding (> 8 days)a    
Severe menstrual cramping (dysmenorrhea) requiring analgesics and/or bed resta    
Bleeding/spotting between periods or after intercourse    
Symptomatic valvular heart diseaseb    

a Does not apply to progestin-releasing IUDs.
b Give prophylactic antibiotics if not on long-term antibiotics at the time of IUD insertion.

Client Assessment Guidelines for Permanent Methods

Voluntary sterilization (VS) procedures, including minilaparotomy and laparoscopy, generally can be provided safely in ambulatory health care facilities. The guidelines presented in the following tables are intended for use in selecting healthy clients who can have a VS procedure in an ambulatory health care facility. Not acceptable indicates that the procedure probably should be performed in a facility where additional assistance and backup services are available (e.g., more experienced physician). It does not relate to the appropriateness of the client’s decision to undergo VS.

Female Voluntary Sterilization Guidelines

CATEGORY

SELECTION CRITERIA

Acceptable

Not Acceptable

General health (assessed by history and limited physical examination) Normal history and no current symptomatic heart, lung or kidney disease Uncontrolled diabetes or history of bleeding disorder; current symptomatic heart, lung or kidney disease, etc.
Emotional state Calm Unresolved fear and anxiety
Blood pressure < 160/100 mm/Hg > 160/100 mm/Hg
Weight Maximum weight: 80 kg (176 lb) Minimum weight: 35 kg (77 lb) > 80 kg
< 35 kg
Previous abdominal/pelvic surgery Cesarean sections—only if mobile abdominal scar and normal pelvic examination Other abdominal surgery, fixed scar or abnormal pelvic examination
Previous pelvic disease (PID, ectopic pregnancy) or ruptured appendix No history and normal abdominal/pelvic examination Abnormal abdominal/pelvic examination
Anemia Hemoglobin > 7 g/dl Hemoglobin < 7 g/dl


Male Voluntary Sterilization Guidelines

CATEGORY

SELECTION CRITERIA

Acceptable

Not Acceptable

General health (assessed by history and limited physical examination) Normal history and no current symptomatic heart, lung or kidney disease Uncontrolled diabetes or history of bleeding disorder; current symptomatic heart, lung or kidney disease, etc.
Emotional state Calm Unresolved fear or anxiety
Blood pressure < 160/100 mm/Hg > 160/100 mm/Hg
Scrotal/inguinal infection or abnormalities (undescended testes, hernia) Normal examination Infection of scrotal or inguinal area, infection of foreskin or anatomic abnormalities
Anemia Hemoglobin > 7 g/dl Hemoglobin < 7 g/dl

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