Clinical Workflows & Referral

How to Build a PMAD Referral Pathway in Your OB Practice

A step-by-step framework for establishing a functional PMAD referral infrastructure in obstetric practice: intake protocols, referral workflows, warm handoff execution, and follow-up tracking.

ICD-10 Codes for PMAD Documentation: A Reference for OBs and Pediatricians

A complete ICD-10 coding reference for perinatal mood and anxiety disorders: diagnosis codes, documentation requirements, Z-codes, and billing context for OB and pediatric settings.

How to Talk to a Patient About a Mental Health Referral

Clinical scripts and patient communication strategies for initiating a PMAD mental health referral, addressing common objections, and maximizing follow-through across diverse patient populations.

When to Refer vs. Treat PMADs in Primary Care

Clinical decision framework for PCPs, OBGYNs, and midwives managing PMAD presentations in-house versus referring to specialty perinatal mental health care.

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

CPT Codes for PMAD Screening: A Billing Reference for OBs, Pediatricians, and PCPs

Billing for Behavioral Health Screening in OB and Pediatric Visits

CPT codes, billing mechanics, and reimbursement guidance for PMAD screening at OB and pediatric visits. Covers EPDS billing, add-on codes, payer-specific considerations, and documentation requirements.

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.

How to Build a Postpartum Depression Screening Workflow in Your OB Practice

Step-by-step workflow for PMAD screening in OB and pediatric practices: staff roles, EHR documentation, score triage thresholds, and referral protocols.

When and How to Refer Postpartum Patients for Mental Health Support

EPDS score thresholds, clinical referral signs, ICD-10 codes, and referral logistics for OBGYNs, midwives, and pediatricians managing postpartum PMAD cases.

Building a Postpartum Mental Health Workflow in OB Practice

Most OB practices screen for PMADs but stall after a positive EPDS. This guide covers triage by score, staff roles, ICD-10 codes, and referral follow-up.

The Warm Handoff in Postpartum Mental Health Referral

Warm handoffs double or triple mental health referral completion rates. This guide covers the evidence, the practical workflow, and what to say to the patient.

After the Referral: Co-Managing Postpartum Mental Health

The referral is not the end of the OB's or pediatrician's role. This guide covers follow-up protocols, co-management expectations, and when to reassess if a patient is not improving.

OB-Pediatrician Coordination for Postpartum Mental Health

OB and pediatric screening workflows share the same patient but rarely communicate. This guide covers how to close the coordination gap and avoid duplicated or missed referrals.

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.

Informed Consent for Mental Health Referrals in OB Settings

Mental health referrals in OB settings involve specific considerations around informed consent, confidentiality, and patient rights. A practical guide for OBGYNs and CNMs on what consent is required, how to document it, and how to handle the most common clinical situations.

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.

Telehealth Referrals for PMADs: What Providers Need to Know

How telehealth mental health care works in the perinatal context, clinical appropriateness criteria, what to communicate to patients, and the specific advantages of telehealth for postpartum and prenatal populations.

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.