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Clinical Workflows & Referral

For Hospital Social Workers

10 articles

Step-Down Care: Transitioning Perinatal Patients from IOP to Outpatient Therapy

How to coordinate effective transitions from intensive outpatient programs and partial hospitalization to standard outpatient care for perinatal patients. High-risk transition management, documentation standards, and collaborative handoff protocols.

Z-Codes for Perinatal Mental Health: Documentation Reference for Clinicians

When to Refer Postpartum Patients to IOP or PHP Programs

Referral criteria for postpartum patients who need IOP or PHP level of care, with step-up signs and referral logistics for OBGYNs and hospital social workers.

Perinatal Mental Health Clinical Workflows: A Complete Guide for Care Teams

Care Coordination and Warm Handoffs in Perinatal Mental Health

How to build referral pathways, execute warm handoffs, and maintain collaborative care for perinatal patients with PMADs. A practical guide for OBGYNs, pediatricians, psychiatrists, and hospital-based providers.

Perinatal IOP and PHP: Intake and Step-Down Protocols

Intake and step-down protocols for perinatal IOP and PHP programs: what referral information to collect, step-down criteria, and how to close the OB communication loop.

Embedding Social Work in OB Practice for PMAD Management

Embedded social work transforms PMAD workflow in OB practice. This guide covers which patients to route to social work, intake protocols, and documentation standards.

Documenting PMAD Risk in the EHR: What to Chart and Why

EHR documentation of PMAD risk factors, screening results, and clinical responses serves both clinical continuity and liability purposes. A practical guide for OBGYNs, CNMs, and pediatricians on what to document, when, and how.

Mandatory Reporting Obligations When a Perinatal Patient Is at Risk

Mandatory reporting in perinatal mental health contexts involves CPS, law enforcement, and clinical duty-to-warn obligations. A practical reference for OBGYNs, CNMs, and hospital social workers on what triggers reporting, what does not, and how to manage safety situations within your clinical obligations.

Warm Handoff Protocols: Transferring Perinatal Patients Without Losing Them

Operationalizing warm handoffs for PMAD referrals: scripts, logistics, timing, and follow-up mechanisms that convert positive screens into kept appointments.

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