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Community Health Team
Guidebook For CHT Partners
This Community Health Team (CHT) Guidebook contains the information, approaches and instructions that
will help CHT Partners effectively help families recognize their health risks and needs, develop customized
health plans to address those needs, use their PhilHealth benefits, and find appropriate and accessible
health providers.
Included Modules:
Newborn Health
Infant Health
Child Health
Pregnancy / Prenatal Care
Postpartum Care
Family Planning
Chronic Cough Management
Department of Health
October 2011
2
TABLE OF CONTENTS
LETTER TO THE CHT PARTNER
COMMUNITY HEALTH TEAM GUIDEBOOK
I. The CHT Partner: On the Frontlines of Community Health
3
A. Introduction: You and Your Community‟s Health 4
B. Your Role as a CHT Partner: An Overview of the CHT Process 5
C. The Family Health Guide: A Tool for Sharing Information With Families 8
D. Preparing for Your Role as a CHT Partner 10
II. The CHT Process: Guiding Families in Accessing Health Care
12
A. Steps and Tasks in the CHT Process 13
B. Pre-session: Setting the Family Health Hour 14
C. On-session: The Family Health Hour 16
1. PROFILE: Completing the Household Profile 17
2. ORIENT: Orientation on the Family Health Guide 26
3. ASSESS: Assessing Members‟ Health Risks 27
4. INFORM: Delivering Key Health Messages 29
5. PLAN: Assisting Families with Health Plan Implementation 30
6. MONITOR: Following-up and Monitoring Health Plan Adherence 34
D. Post-session: Reporting Summaries of Health Information
7. REPORT: Providing Summary Report to Rural Health Midwife 37
III. Health Plan Implementation Modules
40
A. Form 2A: Newborn Health (Ages 0-28 days) 41
B. Form 2B: Infant Health (Ages 29 days – less than 12 months) 48
C. Form 2C: Child Health (Ages 12 months – 5 years) 56
D. Form 2D: Maternal Health: Pregnancy/Prenatal Care 62
E. Form 2E: Maternal Health: Postpartum Care 70
F. Form 2F: Family Planning 76
G. Form 2G: Chronic Cough Management 84
BOOKLET NI NANAY AT NI BABY
FAMILY GUIDE TO PHILHEALTH: BENEFITS, CILMENTS AND RESPONSIBILITIES
LIST OF HEALTH PROVIDERS AND HEALTH EMERGENCY CONTACTS
Community Health Team Guidebook 3
I. The CHT Partner On the Frontlines of Community Health
4
A. INTRODUCTION: YOU AND YOUR COMMUNITY’S HEALTH
Many Filipino families in our communities suffer from health conditions that could have been
prevented if they had only been treated early enough or had received the proper attention and
care. One of the largest hurdles is the limited capacity of these families to access health services,
because they often (1) do not know their health risks and needs, (2) have no financial means to
get the health services they need, (3) have little knowledge of available and appropriate health
providers in their area, and/or (4) do not have ready access to transportation that can bring
them to these providers.
To help break these barriers to health care use, Community Health Teams (CHTs) give direct
assistance to underserved Filipino families all over the country by helping them navigate or find
their way through the health system. CHTs are tasked to help especially the poorest families as
identified by the Department of Social Welfare and Development (DSWD) in the NHTS1,
including those covered by Pantawid Pamilya2.
As a CHT Partner, you will be assigned to some of these families within your community or purok
who are most in need of health assistance. You will be at the frontlines of giving them the
information and guidance they need to improve their ability to access health services.
1 Stands for the National Household Targeting System - a project of the DSWD that builds the database of households from
which the beneficiaries of national social protection programs will be identified.
2Pantawid Pamilya is a program where families are given cash to encourage them to use health services and keep their
children (aged 0-14 years old) in school.
Community Health Team Guidebook 5
B. YOUR ROLE AS A CHT PARTNER: AN OVERVIEW OF THE CHT PROCESS
As a CHT partner, your major role will be to guide families in
accessing health care, and thus manage their health.
The CHT Process is a cycle of major steps (each one broken
down into smaller steps, called „tasks‟) to follow in your
interactions with families. By understanding the CHT process,
you will be able to effectively perform your role as a CHT
Partner.
Figure 1 below shows the major steps in the CHT process. In a later section of this Guidebook (II. The
CHT Process: Guiding Families in Accessing Healthcare, p. 12), each of these steps (and its component
tasks) is described in more detail.
Figure 1. OVERVIEW OF MAJOR STEPS IN THE CHT
PROCESS.
Brief Description of Major Steps in the CHT Process
1. PROFILE
For discussion on protocol for conducting household profiles, see p. 17
CHT Tool: FORM 1 - Household Profile
UPDATE HOUSEHOLD PROFILE
RE-ASSESS
6
In this step, you will make a household profile by getting basic information on each family member,
to identify which persons in the household are most in need of health care.
2. ORIENT
For discussion on protocol for orienting families, see p. 26
CHT Tool: Family Health Guide
In your role as a navigator, you should orient the the household to the different sources of health
information Available to them. The Family Health Guide is a set of booklets that you will be sharing
with the household. As a „talking book‟, you will show how the family how they can directly benefit
from the information the Family Health Guide contains. For a discussion of the component sections
of the Family Health Guide, see page 8.
3. ASSESS
For discussion on protocol for assessing health risks, see p. 27
See also individual Health Plan Implementation modules starting on p. 40
Material: Forms 2A-2G (Part 1) – Health Plan Implementation Forms
In this step, you will be making health risk assessments of individual members. Risk assessments will
focus primarily on the modules included in the CHT Guidebook; namely, pregnancy/pre-natal care;
post-partum care; newborn, infant and child health; family planning; and chronic cough management.
Other modules may be added to your materials later on depending on the needs of your region or
locality.
4. INFORM
For discussion on protocol for delivering health messages, see p. 29
Ssee also individual Health Plan Implementation modules starting on p. 40
Material: Forms 2A-2G (Part 1) – Health Plan Implementation Forms
Depending on the members‟ health risks, you will share key messages that will help them make
decisions about their health. You will also use other reference materials in your CHT Guidebook to
share related messages with the family member at risk.
5. PLAN
For discussion on protocol for assisting members in health planning, see p. 30
See also individual Health Plan Implementation modules starting on p. 40
Material: Forms 2A-2G (Parts 2 and 3) – Health Plan Implementation Forms
You will assist members in planning their health goals and use of health services. Using the
reference materials in the Family Health Guide, you will help members choose health service
Community Health Team Guidebook 7
providers and transport options, schedule visits for availment of services, and make
emergency plans if needed.
6. MONITOR
Detailed discussion on p. 34
Material: CHT Monitoring Forms; Forms 2A-2G (Parts 4, 5) – Health Plan Implementation Forms
Monitoring families means reminding members about their planned visits to health providers, and
checking on adherence to their health plans. If they are having difficulties with compliance to their
plans, you will also try to help them find ways to overcome these difficulties.
It is also important to remember that you will be periodically re-assessing the family to identify new
or emerging health needs as their circumstances change. The two dashed arrows in Figure 1 pertain
to this cyclical process:
a. Update the Household Profile
as the household members‟ health and other circumstances change (for
example, a previously pregnant woman already gave birth; a newborn baby
grows up and becomes an infant then a child; etc.). You will need to
monitor these changes and update the profile accordingly.
b. Reassess
every time the health status of a household member changes, you will need
to go through the CHT process again with that member, starting with
assessing his/her new health risk/s.
7. REPORT
Detailed discussion on p. Error! Bookmark not defined.37
Material: CHT Monitoring Forms
Periodically accomplish and submit summary forms to your supervising Midwife. The information you
give to the RHU/MHO will be indispensable in monitoring the overall health status of your
community and will also be valuable in helping the RHU make decisions about your community‟s
health programs.
8
NOTE! Your PHO/MHO/CHO may expand the Health Plan Implementation Modules
depending on the priority health concerns of your province/municipality/city.
C. THE FAMILY HEALTH GUIDE: A TOOL FOR SHARING INFORMATION WITH FAMILIES
Helping families „navigate‟ the health system means giving them useful information necessary to
maximize their opportunities for getting health care. This includes information on their health risks and
needs, the health services available to them, and the means to obtain such services to safeguard their
health.
The Family Health Guide is an important tool which you will use throughout the CHT Process to guide
the family in accessing health care. It is a set of booklets containing integrated information that the
family needs to develop and implement sound health plans, that will lead them to the health services
they need.
The Family Health Guide is composed of:
1. Family Health Guide: A. Health Messages – a booklet for the family that contains helpful
information on how to have safe pregnancies and deliveries, prevent common childhood illnesses,
plan desired family size, and manage chronic cough.
The Family Health Guide also contains a space (“Our Family” page) for the family to write their
names (using the last name of the NHTS household head) and basic information such as their
NHTS household ID number, the name of the CHT partner and contact number, and the Family
Health Hour (day and hour of home visit).
2. Household Profile Form – identical to the Form 1 in your CHT Guidebook, this contains basic
information about household members, their health profile and other relevant information. This
form is included in the Family Health Guide so that you can show the family how they can, on
their own if needed, identify important health risks among themselves.
3. Health Plan Implementation Modules – These materials help families recognize their health
risks, know and understand the core messages appropriate to their specific health goals, develop
appropriate health plan/s, and schedule visits to health providers. The different Health Plan
Implementation modules for specific health concerns are shown in Table 1.
Community Health Team Guidebook 9
Table 1. HEALTH PLAN IMPLEMENTATION MODULES FOR SPECIFIC HEALTH GOALS.
Module Health Plan
Form
Health Goals
Newborn Health 2A (p. 41) To ensure proper care for babies (0-28 days old) by
helping the mother/parents recognize the importance of
newborn screening, BCG and Hepatitis B immunizations,
and exclusive breastfeeding.
Infant Health 2B (p. 48) To encourage full immunization of babies (29 days to
less than 12 months old) to protect them from common
illnesses
Child Health 2C (p. 56) To ensure that children (12 months to 5 years old) are
completely immunized, given deworming tablets and
micronutrient supplements to boost their immune
system, and common serious childhood illnesses are
prevented and/or treated early.
Maternal Health:
Pregnancy / Prenatal Care
2D (p. 62) To help pregnant women have healthy pregnancies and
safe deliveries, through prenatal care and delivery in
health facility
Maternal Health:
Postpartum Care
2E (p. 70) To ensure that mothers are given prompt care after
delivery to avoid post-partum complications.
Family Planning 2F (p. 76) To help couples have the number of children they want
Chronic Cough
Management
2G (p. 84) To facilitate diagnosis and management of family
members with cough lasting more than 2 weeks
4. List of Health Providers and Health Emergency Contacts– a booklet that contains a list of
health providers that the family can turn to for health care, plus useful information on each
provider, such as clinic hours, PhilHealth accreditation status, and the services being offered. It
also contains a list of health emergency contacts or service providers which has the names and
contact information of available transport and service providers that the family can call on during
health emergencies.
5. Booklet ni Nanay at ni Baby – contains detailed information on the proper care for the mother
before, during and after giving birth, as well as for her newborn baby.
6. Family Guide to PhilHealth: Benefits, Availment and Responsibilities – contains basic
information on PhilHealth coverage, benefits of members and their dependents, and the steps
required to avail of these benefits.
10
D. Preparing for Your Role as a CHT Partner
Before you begin going through the CHT Process with a family, there are some things you will need to
prepare so that you can maximize your guidance time with them. The preparation steps described below
may seem tedious at first glance, but remember that each of these steps is key to ensuring that the
process of guiding the families will go smoothly and have maximum benefits for them.
Prep Step 1: Make sure your materials are complete.
Get the following materials from your Rural Health Midwife (RHM) or CHT supervisor:
List of NHTS families assigned to you
This contains the names of the household head and members, their contact information
and household ID number. You may use this to locate and contact families for your first
home visits with them.
Family Health Guide
Make sure that the component booklets and references are complete (see p. 8) and
familiarize yourself thoroughly with their content.
Health Plan Implementation forms on:
Newborn Health (2A)
Infant Health (2B)
Child Health (2C)
Maternal Health: Pregnancy / Prenatal Care (2D)
Maternal Health: Post-partum Care (2E)
Family Planning (2F)
Chronic Cough Management (2G)
Prep Step 2: Pre-fill Form 1 and plan your visits.
Using the NHTS list of families, fill in the NHTS Household ID Number in the Household Profile
Form beforehand, for each family. Then, identify whom among the NHTS households assigned to
you are members of Pantawid Pamilya. Prioritize these families for home visits.
Prep Step 3: Schedule a Pre-Session.
Get the contact information of your assigned NHTS households, and set an appointment with the
household head and/or spouse or partner for the first meeting (or Pre-Session, see p. 14). Be
familiar with the background of the households under your care (for example, household setup,
religious/cultural beliefs and practice).
Community Health Team Guidebook 11
Prep Step 4: Practice.
Practice introducing the Family Health Guide, explaining what it is all about, and how the family
can benefit from it. Especially if you are unfamiliar with the area or with the families assigned to
you, you should also practice introducing yourself and what you do as a CHT Partner. Be aware of
your body gestures, mannerisms, facial reactions, tone and volume of voice.
Remember that to most effectively guide a family, you will need to know and understand very
well your CHT materials and the different parts of the Family Health Guide. You may ask your
RHM or CHT supervisor for help on topics with which you are unfamiliar or having trouble.
Finally, once you have scheduled a Pre-Session with a family, make sure that you meet them on
time! This will show families that you value their time and that you are serious about your intent
to assist them in managing their health.
12
II. The CHT Process Guiding Families in Accessing Health Care
Community Health Team Guidebook 13
A. STEPS AND TASKS IN THE CHT PROCESS
The major Steps in the CHT Process were explained in section I.B. Your Role as a CHT Partner: An
Overview of the CHT Process (p. 5). Figure 2 below shows how each Step can be thought of as
representing a more specific Task or set of component Tasks, detailing the actual activities involved in
accomplishing each Step. The six Tasks are distributed over three phases of interaction with your
assigned households: the Pre-Session, the On-Session, and the Post-Session.
Figure 2. STEPS AND TASKS IN THE CHT PROCESS
Task 4. Help
family members
make their
Health Plans.
PHASE I: PRE-SESSION Task 1: Set the „Family Health Hour‟.
PHASE II: ON-SESSION: FAMILY HEALTH HOUR – HELPING FAMILIES FULFILL THEIR
HEALTH GOALS
Task 2. Complete
Household Profile to
identify members with
health conditions.
Task 3. Orient
household on
the Family
Health Guide.
4.a Assess the
members‟ health
risks.
Task 5. Follow-
up and monitor
health plan
adherence.
4.c Help
members
develop Health
Plans; Refer to
health provider
and transport. Task 6. Provide summary report
to Rural Health Midwife
4.b Deliver key
health action
messages.
PHASE III: POST-SESSION: RECORDS & REPORTING
PROFILE ASSESS
INFORM
PLAN
MONITOR
R
REPORT
ORIENT
TASKS
STEPS
14
HELPFUL TIP! The ‘Buddy System’
If you feel uncomfortable about
meeting new families, another member
of your CHT could accompany you to
the Pre-Session, while you are still
getting to know them.
B. PRE-SESSION: SETTING THE FAMILY HEALTH HOUR
Your first meeting with the household is called the Pre-Session. During this brief visit, your main
objective is to simply come to an agreement with the household on when you can come back or
might have more time with them in a Family Health Hour.
The Family Health Hour is a specific day and time agreed upon by you and your assigned household.
During this time, the household can discuss with you their health concerns, while you can also help them
identify health risks and make plans to access health services to address their concerns. The Family Health
Hour is also known in this Guidebook as the On-Session.
The first household visit is critical. It determines whether the family will accept the health assistance you
offer or reject it altogether. This is the „make or break‟ point in providing health navigational support to
families. You can either „lose‟ families at this point, or get them hooked to your assistance in planning for
their health and using Available quality health services.
However, remember that some families might want to continue straight into the On-Session on your very
first visit with them. If you also have time to do so, then it would be best to agree. Be sensitive; as the
family‟s CHT Partner, you should adapt the Process to each family‟s particular needs and circumstances.
Here are some steps you can take to accomplish Task 1: Setting the Family Health Hour.
1. Greet the family and introduce yourself.
Upon arrival, look initially for the household head (as
designated in your NHTS list of families) and their
spouse/partner if available. If not present, you may ask for
the medical decision-maker or any responsible member
of the household.
If you are not yet known to the family, don‟t forget to give them your name and your designation
(for example,“I am Rosa dela Cruz, a barangay health worker/barangay nutrition scholar and your
Community Health Team Partner.”)
2. Inform the household of the purpose of your visit.
If you have an endorsement letter from your supervisor or RHU, share it with the household. Be
sure to let them know that your assistance and the process you will be guiding them through is
PHASE I: PRE-SESSION Task 1: Set the „Family Health Hour‟.
Community Health Team Guidebook 15
HELPFUL TIP! The Medical
Decision-Maker. Remember that
the person in charge of making
medical decisions for the family may
not necessarily be the household
head. Be sensitive to family
dynamics, or, if possible, you can also
ask the family directly. It will be
important to include the medical
decision-maker in future discussions
on the family’s health.
part of the local government‟s effort to improve the health of families in your municipality,
especially of mothers and children. Let them know that the process will include helping them
assess their health risks, and helping them access the health services they need.
3. Agree on the best time when you can regularly visit the household.
Finding the “best time” means that you need to decide on
a specific time and day when the family can sit down with
you to discuss their health concerns, preferably with both
the father and mother (or the primary Medical Decision-
Maker/s). Ideally, this should be after work and
household chores are finished, usually around afternoon
siesta. Ask the family for the maximum time they are
willing to give you to avoid disrupting their regular
schedules.
This “best time” is the Family Health Hour. During the
Family Health Hour, you will be visiting the family again to
discuss their health concerns, give them appropriate health messages, explain their PhilHealth
benefits, and point them to the health providers they can go to for quality care. activities.
4. Once the “Family Health Hour” is set, encourage the family to schedule it in their activities for
the week/month.
Make an appointment with the family if possible, emphasizing that the father‟s/partner‟s presence
is equally important in ensuring the health of the family. Again, try as much as possible to ensure
that the family‟s medical decision maker will always be present.
If the family is willing to give you more time, go to the steps in II.C. On-Session: The Family
Health Hour - Helping Families Fulfill their Health Goals on page 16.
16
C. ON-SESSION: THE FAMILY HEALTH HOUR: HELPING FAMILIIES FULFILL THEIR
HEALTH GOALS
The Family Health Hour forms the largest part of your interactions with your assigned families. During
each Family Health Hour, you will have the following objectives:
a. To identify household members with health conditions (members “at risk”). To do this, you
will be using the Household Profile Form (Form 1).
b. To help at-risk household members recognize their health risks and give them important
messages about their health. To do this, you will be using Part 1 of the Health Plan
Implementation Forms (Forms 2A to 2G) and corresponding sections of the Family Health Guide
and/or Booklet ni Nanay at ni Baby.
c. To help at-risk household members make their own health plans, based on the health goals
that each member desires. To do this, you will be using Parts 2 and 3 of the Health Plan
Implementation Forms (Forms 2A to 2G).
Figure 2 (p. 13) shows how each of these objectives will be accomplished through On-Session Tasks 2 to
5. If you are not familiar with the figure yet, now would be a good time for you to go back and review it
before moving on. The next few sections will discuss each of the tasks in more detail.
Community Health Team Guidebook 17
IMPORTANT! Form 1 First.
Complete Form 1: Household Profile before moving on to any of
the other forms. This way, you can be sure that you have not
missed out on any member who might have health risks.
1. PROFILE (Task 2: Completing the Household Profile)
As the first part of assessment, the Family Roster and Health Profile is an important step to identify those
members of the family with health conditions and concerns.
Form 1: Household Profile Form will be your tool to collect basic information about the members of
the NHTS households. It directs you to the rest of the forms you need to assist the family in accessing
health care. You, as the CHT partner, will keep the accomplished Household Profiles.
This form has 3 main parts (see p.18):
Basic Information - basic data about the household including the date of visit, name of
respondent, and NHTS household ID number.
Family Roster and Health Profiles– a focused listing of all the members of the household,
including their names, relations, sex, ages, birthdays and answers to specific questions for women
of reproductive age (15-49 years old), children, and (for all members) chronic cough, PhilHealth
enrolment, and schedules for interview.
Notes – includes special instructions on how to accomplish the form.
PHASE II: ON-SESSION
Task 2. Complete
Household Profile to
identify members with
health conditions.
PROFILE
18
Figure 3. OVERVIEW OF FORM 1: HOUSEHOLD PROFILE
Family Roster and Health Profiles
Basic
Information
Notes
Community Health Team Guidebook 19
STEPS TO FILLING UP FORM 1: HOUSEHOLD PROFILE
1. Introduce the Household Profile to the family.
Show the form to the household head, spouse/partner, or the health decision-maker who can provide
you with the necessary information.
Then, explain that you will be asking them for some health and related information so that, together,
you can assess the health risks of individual household members and later track their progress in
using the health services they need based on their health risks.
2. Fill up the Basic Information, following the instructions below (Table 2).
Table 2. INSTRUCTIONS FOR FILLING UP BASIC INFORMATION IN FORM 1.
Number
Item Instruction Example
1. DATE OF
VISIT
Write the current date using the
format mm/dd/yy.
August 10, 2011
08 / 10 / 11
2. NAME OF
RESPONDENT
Write the complete name of the
respondent using the format Last
Name, First Name, Mother‟s
Maiden Name.
A S. Cruz
CRUZ, A SANTOS
3. NHTS
HOUSEHOLD
ID NUMBER
This is a unique, pre-assigned 18-
digit number found in the NHTS
Household list. Copy the correct
and complete number into the
boxes on the form.
023452000-5413-00018
3. Fill up the Family Roster (Columns Number 4-8).
4. NAME
Ask for the complete names of ALL the members of the household starting from the
household head, followed by the spouse/partner, their son(s)/daughter(s) from eldest to
youngest, and lastly, other members of the household.
Write the names in PRINT and in CAPITAL LETTERS following the format Last Name, First
Name, Mother‟s Maiden Name.
5 4 1 3 0 0 0 1 8 0 2 3 4 5 2 0 0 0
20
Be careful to SPELL NAMES CORRECTLY. Incorrect spelling will create inconsistencies
between the list of NHTS households and the name on the PhilHealth ID.
Example: ASK : What is the name of the household head?
ANSWER: Joel C. Natividad
WRITE: NATIVIDAD, JOEL CRUZ
5. RELATIONSHIP to HOUSEHOLD HEAD
After the name of each member, immediately ask for the relationship of the member to
the household head. Write down the relationship as:
- HEAD (for the household head)
- SPOUSE / PARTNER
- SON / DAUGHTER
- OTHERS (Specify the relation, i.e. GRANDSON, FIRST COUSIN, etc.)
6. SEX
After completing the names and relationship to household head, ask for the sex of each
household member and write only F for females or M for males.
Example: ASK : Is _________ (name of member) male or female?
ANSWER: Female / Male
WRITE: F / M
7. AGE
Ask the age of each household member. How you write the answer will depend on the age
of the member.
For adults more than 19 years old
Write the age in completed number of years.
Example: 29 YEARS
For young persons age 10-19 years old
Write the age in years and encircle. This will serve as your cue that messages for
adolescents should be delivered to this member (see Family Health Guide A. Health
Messages: Caring for Adolescents, p.10).
Example: 17 YEARS
Community Health Team Guidebook 21
For newborns (babies 28 days or younger)
Write the age in days and encircle the age. This will serve as your cue that Form
2A: Health Plan Implementation Form on Newborn Health should be administered
to the newborn through the mother/father or any responsible member of the
household.
Example: 8 DAYS
For children age 29 days to less than 12 months
Write the age in completed months and encircle the age. This will serve as your
cue that Form 2B: Health Plan Implementation Form on Infant Health should be
administered to the child through the mother/father or any responsible member of
the household.
Example: 10 ½ months 10 MONTHS
For children age 12 months to less than 5 years
Write the age in completed years and encircle the age. This will serve as your cue
that Form 2C: Health Plan Implementation Form on Child Health should be
administered to the child through the mother/father or any responsible member of
the household.
Example: 2 years 3 months 2 YEARS
8. BIRTHDAY
Indicate the date of birth of the family member using the format mm/dd/yy. For unknown
or non-standard birthdates (i.e. for Indigenous Peoples), please refer to NHTS-PR listing or
the DSWD system for assigning birthdates.
Example: ASK : What is _________‟s (name of member) birthday?
ANSWER: October 30, 1980
WRITE: 10 / 30 / 80
9. FOR WOMEN 15-49 YEARS OLD
Questions 9a and 9b are for all women members of the household who are 15-49 years
old. For the family members who do not belong to this group, put a long dash (--).
9a. Currently pregnant
Ask the respondent if the woman member of the household who is 15-49 is
currently pregnant. For all those currently pregnant, write YES and encircle. This
22
will serve as your cue that Form 2D: Health Plan Implementation for Maternal
Health: Pregnancy/Prenatal Care should be administered to this woman. She may
also be assisted in developing Form 2F: Health Plan Implementation for Family
Planning to help ensure the health of the family after she has given birth.
If there are pregnant women in the household who are less than 15 or more
than 49 years old, include them in the profiling of pregnant women as well. Write
YES in the row corresponding to their names in this column (9a).
Example: ASK : Is _________‟s (name of member) currently pregnant?
ANSWER: Yes
WRITE: YES
ANSWER: No
WRITE: NO
THEN: Go to Question 9b.
9b and 9c Currently not pregnant
Ask if the woman had just given birth less than 6 weeks or 42 days ago (Column
9b); or given birth more than 6 weeks ago, or has never been pregnant (Column
9c).
Encircle any YES answer. If the YES is in Column 9b, this will be your cue that
Form 2E: Health Plan Implementation Form for Maternal Health: Post-Partum Care
AND Form 2F: Health Plan Implementation Form for Family Planning should be
administered to this woman.
If the YES is in Column 9c, this will be your cue that Form 2F: Health Plan
Implementation Form for Family Planning should be administered to this woman.
Example: ASK : When was the last time ____ (woman‟s name) was pregnant?
ANSWER Less than 6 weeks (or less than 42 days) ago
WRITE: YES in column 9b
(--) in column 9c
ANSWER: More than 6 weeks (or more than 42 days ago)
OR Never been pregnant
WRITE: NO in column 9b
YES in column 9c
.
Community Health Team Guidebook 23
HELPFUL TIP! Being sensitive. Keep in mind that not all
families or women (especially young or unmarried women) will
be open to questions on pregnancy or reproductive health. Be
aware of the cultural background and sensibilities of your
community. If you are unsure of how to ask certain questions,
ask the other members of your CHT or your CHT supervisor on
the best possible approach.
10. FOR ALL MEMBERS 10 YEARS OLD AND ABOVE
For each member of the household older than 10 years, ask if he/she has been coughing
for two weeks or more. If the answer is YES, encircle the answer. This will serve as your
cue that Form 2G: Health Plan Implementation for Chronic Cough Management should be
administered to this member.
Example: ASK : Is _________ coughing for more than two weeks?
ANSWER: Yes
WRITE: YES
ANSWER: No
WRITE: NO
11. FOR ALL MEMBERS 21 YEARS OLD AND ABOVE
Questions 11a and 11b are for household members who are 21 years old and older.
11a . Enrolment in PhilHealth
For each household member 21 years old and above, ask if the household
member is enrolled in PhilHealth. If the answer is YES, write the answer and go
to Question 11b.
If the answer is NO, write NO and encircle it. This will serve as your cue that this
member needs information on how to enroll in PhilHealth. You can then refer
the respondent to the Family Guide to PhilHealth: Benefits, Availment and
Responsibilities, in particular Section II. The Family is Not Enrolled in PhilHealth,
on p. 17.
Example: ASK : Is _________‟s (name of member) enrolled in PhilHealth?
ANSWER: Yes
WRITE: YES
THEN: Go to Question 11b.
24
ANSWER: No
WRITE: NO
11b . PhilHealth ID Number
For those who answered YES to Question 11a, ask for their complete and correct
PhilHealth ID Number. You should ask the members to show you their
PhilHealth ID cards if possible.
If there is a PhilHealth ID shown, copy the exact PhilHealth ID Number.
If the respondent does not know the PhilHealth ID Number, please indicate
“DON‟T KNOW”.
You may discuss the member‟s and his/her dependents‟ entitlements in
PhilHealth. Refer to the Family Guide to PhilHealth: Benefits, Availments and
Responsibilities, in particular Section I: "The Family is PhilHealth- Enrolled" (p. 4).
12. SCHEDULE OF INTERVIEW
If a health condition has been identified for a particular household member, ask that
person when s/he is available for a discussion with you on his/her health risks and plans.
If the person is available on the same day of your visit to the household, write the current
date in the format mm/dd/yy and go to the administering the appropriate Health Plan
Implementation Form.
If the person is not available on the day of your visit to the household, ask the member
when s/he might be available for a discussion. Write the agreed date under Column 12 in
the format mm/dd/yy.
As you may realize by now, after completing the Household Profile, members with specific health conditions
can be easily identified from Form 1. Using age as filter, you can identify newborns (0-28 days), infants (29
days to less than 12 months), children (12 months to less than 5 years old), adolescents (10-19 years old)
and women who are 15-49 years old. For members older than 10 years old, a screening question on cough
is asked, and for members 21 years old and above, a question on PhilHealth enrollment is asked.
Figure 4 summarizes how the family members identified in Task 2 can be routed to specific Health
Plan Implementation modules and messages depending on their health risks.
Community Health Team Guidebook 25
Figure 4. LINKS BETWEEN FORM I PROFILES OF HOUSEHOLD MEMBERS (TASK 2) AND
HEALTH PLAN IMPLEMENTATION FORMS AND/OR HEALTH MESSAGES (TASK 4).
Task 2. Complete
Household Profile to
identify members with
health conditions.
PROFILE
21 years old & above
Health Messages:
Family Guide to PhilHealth:
Benefits, Availment and
Responsibilities
Form 2D: Maternal Health:
Pregnancy / Pre-natal Care
Form 2F: Family Planning
Form 2E: Maternal Health:
Post-Partum Care
15 to 49 years old,
females only
Form 2G: Chronic Cough
Management
10 years old & above
10 to 19 years old
Health Messages:
Family Health Guide: Caring
for Adolescents
Form 2C: Child Health 1 to less than 5 years
Form 2B: Infant Health 29 days to less than 12
months
0 to 28 days Form 2A: Newborn Health
4.b Deliver key
health action
messages.
INFORM
4.c Help
members develop
Health Plans
PLAN
4.a Assess the
members‟ health
risks.
ASSESS
26
2. ORIENT (Task 3: Orientation on the Family Health Guide)
Now that you have completed the Household Profile, during this part of the session, you will be giving
the family an overview of the Family Health Guide. Your major task will be to share the purpose of the
Family Health Guide and to briefly go over its various components and how the family can benefit from it
and the information it contains.
STEPS TO ORIENTING THE HOUSEHOLD ON THE FAMILY HEALTH GUIDE
1. Show the Family Health Guide to the members of the household.
Give the Family Health Guide to the couple/medical decision-maker of the household and give them
a few minutes to browse through it. Allow them to discover what the Family Health Guide is for
instead of telling them. Affirm if their idea is correct and explain if incorrect. Never say “Wrong”. The
first step in the convincing the family is to help them learn on their own with your guidance.
2. Give a brief overview of the Family Health Guide.
Discuss briefly the contents of the Family Health Guide (see p. 8 for a description of the Family Health
Guide). Explain how they could benefit from each component. Once the family has seen all the parts
of the Family Health Guide, go to making individual health risk assessments for those at-risk
members you identified from the Household Profile.
PHASE II: ON-SESSION Task 3.
Orient family
on Family
Health Guide.
ORIENT
Community Health Team Guidebook 27
3. ASSESS (Task 4a: Assessing Members’ Health Risks)
Task 4a is the first part of helping family members make their Health Plans. Your main tools for this task
are the Health Plan Implementation Forms 2A to 2G. Each Health Plan Implementation Form is
divided into 4 parts (see Figure 5 below). To accomplish Task 4a, you will be using Part 1 (Health Risk
Assessment and Key Health Messages) of the Health Plan Implementation Forms. For more
detailed discussions of the different Health Plan Implementation modules, see pages 40 onwards.
Figure 5. PARTS OF A SAMPLE HEALTH PLAN IMPLEMENTATION FORM (FRONT ONLY).
Task 4. Help
family members
make their
Health Plans.
4.a Assess the
members‟ health
risks.
ASSESS
PHASE II: ON-SESSION
FORM 2A: Health Plan Implementation for NEWBORN HEALTH
A1 Was the baby delivered in a health facility? ________
A2. Was the baby provided with any of the follow-
ing? (please check if Yes)
Newborn assessment/screening BCG
Hepatitis B
**If without check in any of the above, provide Message B2
A3. Do you only give breast milk (exclusive breast-
feeding) to your baby?
A4. Does your baby have any of the following dan-
ger signs? (please check ,if Yes)
Convulsions
Stopped breastfeeding/poor sucking
Feels hot or cold Foul smelling discharge or blood form cord
Yellowish soles/eyes/skin
No or less movement
Fast or difficult breathing
**If with check in any of the above, provide Message for A4
Part 1: HEALTH RISK ASSESSMENT & KEY HEALTH MESSAGES (Indicate Y, if ‘yes’; N if ‘no’)
Message for A1
Bring your baby to a health provider for ap-propriate newborn care services.
Message for A2
Newborn screening is important because it can save babies from mental retardation and death and it can help in the early detection of illnesses.
Newborn screening is available for free for sponsored members in Philhealth accredited government facilities (Refer to section on Inpatient Coverage of the Philhealth Module in your Family Health Guide).
Have your baby immunized with BCG and Hepatitis B to protect him/her from prevent-able diseases.
You may also refer to your Mother and Child Book on “What I Need During the First Few Weeks after Birth”.
Message for A3
Giving your baby breast milk only for the first 6 months (with no other liquid like milk for-mula or water and other semi-solid foods) will protect him/her from ear infections, diar-rhea and respiratory illnesses.
You may also refer to your Mother and Child Book on “Feeding Recommendations from birth to 6 months”.
Message for A4
Bring your baby to a health provider if you observe any of these signs.
Bring with you this form (2A), your PhilHealth card, Member Data Record (MDR), and the baby’s Birth Certificate.
On your way to the health facility
Keep your baby warm
Breastfeed your baby every after two hours (if the baby is able to breastfeed)
Part 3: HEALTH PLAN (to be filled out with the help of the CHT partner)
Health Goal
Referral Provider/s (name and address)
(use the list of health providers in the Family Health Guide)
Date of initial visit (mo/day/year)
To bring my baby to the health provider for newborn care services
To bring my baby to health provider for newborn screening, BCG and Hepa B immunization
To exclusively breastfeed my baby
3.2 Plan for EMERGENCY Cases (If check in any item in A4)
Reasons for Emergency Referral Emergency transport providers (name and
contact no.)
Health Service Providers (name and address)
Consultation for immediate assessment and management of danger signs
Part 4: ACTIONS TAKEN (to be filled out by the midwife, nurse or doctor) (Please accomplish/update the Immunization Schedule in the Mother and Child Book )
Name and address of health provider:
Services provided: (specify antigens and schedule, example: BCG, HepaB1 within the 1st 24 hrs or HepaB1 after 24hrs)
Date of consultation:
Instruction of the provider:
Schedule of next check-up:
3.1 Plan for REGULAR Cases
Part 2: GENERAL INFORMATION (to be filled out with the help of the CHT partner)
Name of Mother (Last name, first name, middle name)
NHTS HH ID:
Name of CHT partner (Last name, first name, middle name) Date of Visit:
Name of Newborn (Last name, first name, middle name) Date of Birth:
PART 1: HEALTH RISK ASSESSMENT &
KEY HEALTH MESSAGES
PART 2: GENERAL
INFORMATION
PART 3:
HEALTH PLAN
PART 4:
ACTIONS TAKEN
28
During the Family Health Hour, Task 4a (or ASSESSMENT) is done simultaneously with Task 4b (or
INFORMING). Together, Tasks 4a and 4b make up PART 1 of the HEALTH PLAN
IMPLEMENTATION FORMS.
STEPS TO ASSESSING MEMBERS‟ HEALTH RISKS
1. Ask the questions on the left side of Part 1.
Questions should be directed to the particular family member with the health condition that may be
risky. For newborns, infants, and children, ask the parents or any responsible member of the
household. For adolescents, you may ask him/her directly, with or without his/her parents or
guardians.
Write the responses on the spaces provided. Depending on the response, you should then follow the
instructions on the form to either go to another question or to deliver the corresponding key health
message.
2. Deliver the corresponding key health message where you are directed to go.
Part 1 of the Health Plan Implementation Forms also contains directions on which key health
messages should be given to the respondent.
Health messages are discussed in more detail in the next section.
Some messages are to be given REGARDLESS of the respondent‟s answer; others are only given in
response to SPECIFIC answers. Be aware of the flow of questions and messages, and follow these
carefully.
Community Health Team Guidebook 29
HELPFUL TIP! Adolescents (age
10 to 19 years old) are a special
group with unique health needs
and varying sensibilities. They
should be directed to the messages
in the Family Health Guide. Don’t
forget to remind them that they
can always approach their health
provider if they have any questions
or concerns about their health.
4. INFORM (Task 4b: Delivering Key Health Messages)
Task 4b is the second part of helping family members make their Health Plans. As mentioned in the
previous section, in reality, assessing is done simultaneously with informing. Again, as for Task 4a,
your main tool for this task is Part 1 (Health Risk Assessment and Key Health Messages) of the
Health Plan Implementation Forms. For more detailed discussions of the different Health Plan
Implementation module, see pages 40 onwards.
To accomplish this task, you should deliver the Key Health Message indicated in Part 1 which
corresponds to the instructions on the Form. Key health messages are designed to be short and concise.
These represent your main and initial message for the member at risk.
Most often, you will notice that Key Health Messages end with a prodding to the member (or the
member‟s parent/primary care giver if the member is a newborn, infant or child) to seek care from a
health provider for specific health needs. Delivering these messages is a major part of your roles as a
CHT Partner and health navigator for the family.
BEYOND THE KEY HEALTH MESSAGES
If you feel that a particular message needs more explaining, or if the
family member would like to know more, you may refer to the
Family Health Guide for more information and messages that you
could point out to that particular member whom you are assessing
and informing.
Flash cards may also be used in subsequent home visits to
reinforce messages you have given before, or to emphasize certain
aspects of the members‟ health condition. Flash cards can also be a
valuable resource during small group discussions, such as during
mother‟s classes, health classes, Tumpukan sa Barangay, purok
meetings, and more.
Task 4. Help
family members
make their
Health Plans.
4.a Assess the
members‟ health
risks.
ASSESS
PHASE II: ON-SESSION
4.b Deliver key
health action
messages.
INFORM
30
The Booklet ni Nanay at ni Baby will also be a valuable reference to you, as it contains a wide array of
health messages that are relevant to mothers, newborns, infants, and children.
Finally, the Family Guide to PhilHealth: Benefits, Cilments, and Responsibilities will also be important
as you share with the family how enrollment in PhilHealth can benefit them in their particular situations.
5. PLAN (Task 4c: Helping Members Develop Health Plans)
Task 4c is the third and last part of helping family members make their Health Plans. You will be using
Part 2 (General Information) and Part 3 (Health Plan) of the Health Plan Implementation Forms.
For more detailed discussions of the different Health Plan Implementation module, see pages 40
onwards.
Health plans are made by members and belong to the members. You may write the information
yourself, or the member may do so. What is important is that the family member recognizes that the
plans written on the form are his/her plans, not your (the CHT partner‟s) plans. It is important to impart
to the family member a sense of ownership and responsibility to adhere to the plan. If you are the
one writing the information, you will need to accomplish this part of the Health Plan Implementation
Form working closely with the member concerned, or with the parent or primary care-giver if the
member is a newborn, infant, or child.
Once a member or respondent has completed Part 2 and 3, you should leave the Health Plan
Implementation Form with him/her. You can copy the information into your logbook for record-
keeping purposes, but the form belongs to the family member. Remind them that they should:
a. Keep the form safe, in a place where it will not get damaged or lost;
b. Bring the form with them when they visit the health provider as planned;
c. Remind the health provider to fill up the appropriate part of the form (Part 4 if it is the initial visit
to the provider, or Part 5 on the back of the form for follow-up or succeeding visits); and
d. Bring the form back home with them after visiting the health provider.
4.c Help members
develop Health
Plans; refer to health
provider and
transport.
PLAN
PHASE II: ON-SESSION
Task 4. Help
family members
make their
Health Plans.
Community Health Team Guidebook 31
STEPS TO HELPING MEMBERS DEVELOP HEALTH PLANS
1. Fill up Part 2 (General Information).
In the spaces provided, write down the information asked. Depending on the type of form (see
Health Plan Implementation Modules, p. 40), these will include the complete name of the respondent,
the complete and correct NHTS household ID number, the name of the CHT partner (your name), and
the date of visit (the date the health plan was accomplished).
For newborns, infants, and children, there are separate spaces for the child‟s name and birth date, as
well as space for the name of the child‟s parent or primary care-giver.
2. Fill up Part 3 (Health Plan).
For the first 5 Health Plan Implementation forms (Forms 2A to 2E - Newborn Health, Infant Health,
Child Health, Pregnancy/Pre-Natal Care, and Post-Partum Care), the Health Plan is divided into
two parts (Regular Cases, and Emergency Cases).
a. Regular cases
In this section, “regular cases” refers to those situations in which the health goal is not an
emergency. Regular cases would include, for example, referrals for immunization, counseling, or
follow-up checkups.
i. Health Goal
Health goals are outcomes that the member desires based on his/her realization of
his/her health risks. For example, for newborns, a health goal might be “To bring
my baby to a health provider for newborn screening.”
Place a check next to the health goal of the member, or, if the member‟s goal is
not included in the choices given, place a check next to “OTHERS”, then write the
goal on the space provided.
If the member has more than one health goal, check all those that are applicable.
ii. Referral Provider/s
Once a member has indicated his/her health goals, show the member the List of
Health Providers and Health Emergency Contacts, one of the component
booklets in the Family Health Guide. Help the member look for those health
32
providers or facilities in the vicinity that offer the services they need, are easily
accessible, and are affordable.
Many of the providers in the List are PhilHealth-accredited. If the member is
covered by a PhilHealth enrolment, show him/her the benefits and availments
applicable to his/her health needs. If the member is not covered by PhilHealth,
you can likewise encourage them to seek enrolment so that they can avail of the
appropriate benefits. You should refer to the Family Guide on PhilHealth:
Benefits, Availments and Responsibilities in guiding the family on these matters.
If the family has questions regarding PhilHealth of which you are uncertain, you
can refer them to your local PhilHealth Coordinator for further guidance.
iii. Planned Date of Visit
This is the date, decided by the member, when he/she will visit the health provider
indicated in the previous column.
b. Emergency cases
In this section, “emergency cases” refers to those situations in which the respondent or member
needs urgent treatment or care.
Part 1 of Forms 2A to 2E contains a list of “DANGER SIGNS” to watch out for in particular age
groups or conditions. As the CHT Partner, you should look for these danger signs in the member
during your visit with the family. It is also part of your task to teach the respondent or member
to watch out for these signs at all times, and to let them know that these signs could indicate a
serious health condition in him/her or his/her child.
If any of these signs are present at the time of your visit, you should make an urgent
referral to the nearest health provider for emergency care.
If none of these signs are present at the time of your visit, but had occurred some time in
the past before your visit, you should make an urgent referral to a health provider
for assessment.
If none of these signs are present at the time of your visit, and had never occurred in the
past, you should still fill out the section for emergency cases so that, in the event of
an emergency, the family already has a plan for who to go to for help, and how
to get there.
Community Health Team Guidebook 33
i. Health Goal
For emergency cases, the health goal is always “Consultation for immediate
assessment and management of danger signs.” Place a check next to this health
goal if the member is in need of emergency care.
ii. Emergency Transport Provider/s
Show the member or respondent the List of Health Emergency Contacts, and
help them choose the Emergency Transport Providers that they would approach in
case of an emergency. Note the Transport Provider‟s name and contact number/s
on the form. If possible, choose more than 1 so that the family has alternatives.
iii. Health Service Providers
Again, show the member or respondent the List of Health Emergency Contacts
and help them choose the emergency health service providers to whom they
would go in case of an emergency. Note the provider‟s name and contact
number/s in the form. If possible, choose more than 1.
3. Ask for the member or respondent‟s consent.
Finally, after the health plan has been made, jointly review it with the respondent. If the respondent
agrees to the plan, have him/her name and signature affixed in the space provided at the bottom of
Part 3: HEALTH PLAN. Once the form has been signed, give the form to the respondent.
For newborns, infants and children, it is the parent or primary care-giver who will sign here.
For adolescents who have been administered Health Plan Implementation Forms (i.e., a pregnant
adolescent), they will affix their own signatures to the bottom of Part 3.
4. Copy the information in the Health Plan Implementation form in your CHT Monitoring Form.
The Health Plan Implementation form stays with the family but you need to know the information it
contains for you to be able to remind the respondent/concerned household member on the
scheduled provider visits. This is why it is important for you to copy the information in Parts 2 and 3
of the Health Plan Implementation form in the corresponding CHT monitoring form (see Tables 4-8
for examples).
Make sure that you also get the accomplished Form 1: Household Profile to easily track household
members that you need to assist with health plan development and implementation.
34
6. MONITOR (Task 5: Following-up and Monitoring Health Plan Adherence)
Monitoring a member‟s adherence to his/her plans begins with the member‟s visits to a service provider.
This is recorded in Part 4 (Actions Taken) and Part 5 (Service Utilization and Monitoring Form) of
the Health Plan Implementation Forms.
Both Parts 4 and 5 are to be filled up by the Health Service Provider. Remind the member to bring
the form to every visit to the Service Provider, and to be responsible for checking that the Service
Provider fills out these sections completely.
As the CHT Partner, you will be using Parts 4 and 5 as a basis for monitoring adherence to health
plans.
Part 4: Actions Taken
This will be filled-up by the Health Provider as soon as the respondent or newborn, infant or
child is brought to the facility. This will serve as your starting point for monitoring compliance
to the instructions of the provider. Part 4 includes the following:
• Name and address of health provider
• Services provided
• Date of consultation
• Instructions of the provider
• Schedule of next visit to provider for check-up.
Part 5: Service Utilization Monitoring Form
This is located at the back of the Health Plan Implementation Form (see Table 3, below). This
should be filled out by the service provider if there are follow-up visits to the initial visit
recorded in Part 4, using one row of the form per visit. If only one visit was necessary, then
only Part 4 need be filled out and Part 5 can be left blank.
Task 5. Follow-
up and monitor
health plan
adherence.
MONITOR
R
PHASE II: ON-SESSION
Community Health Team Guidebook 35
Part 5 contains the following information:
• Date of consultation – recorded by the health provider as the date of the client‟s visit, in
the format of mm/dd/yy.
• Name and address of provider – the health provider should indicate his/her name and
address of the facility where the family member was served
• Service/s provided or commodities prescribed – brief description of the services
provided/commodities prescribed during the client‟s visit to the health facility
• Instruction of the provider – based on the findings of the health provider, he/she will make
the necessary referral to higher level facilities and suggest schedule of visit
• Schedule of next visit to provider for checkup - this should be recorded in the
corresponding column following the format: month/day/year.
Table 3. SAMPLE SERVICE UTILIZATION AND MONITORING FORM.
Part 5. Service Utilization and Monitoring Form for Newborn Health
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
36
STEPS TO FOLLOWING-UP AND MONITORING HEALTH PLAN ADHERENCE
1. Visit the family again to check on the members‟ adherence to their health plans.
In the succeeding household visits, you should review the following:
(For Forms 2A to 2E): Booklet ni Nanay at ni Baby – check if the appropriate sections were
completely filled out by the Health Provider. Make sure also that Part 4 of the Health Plan
Implementation Form has been completely filled out, and that the Form has been attached to the
Booklet ni Nanay at ni Baby. This will enable you to determine whether they sought and obtained
health care services as discussed during your earlier visit where you and the family completed the
Health Plan Implementation Forms. This portion will also tell you if the member was referred by
the health provider to a higher level of care.
Copy the pertinent details into the CHT Monitoring Forms or your logbook (for templates, see
the examples on pages Error! Bookmark not defined. toError! Bookmark not defined.).
(For all Forms): Part 4 (Actions Taken) and Part 5 (Service Utilization Monitoring), if
applicable – check to see if these sections were duly accomplished by the health provider.
Especially for those members whose health plans require repeated visits to a health provider (such
as, for example, multiple pre-natal care visits for pregnant women), routinely check the Service
Utilization Monitoring Form to know the provider‟s instructions and the schedule of next visit to
the facility. You should also constantly remind concerned household members to comply with
the provider‟s instructions and follow their scheduled provider visits.
Copy the pertinent details into your CHT Monitoring Forms/Logbook.
D. POST-SESSION: REPORTING SUMMARIES OF HEALTH INFORMATION
Community Health Team Guidebook 37
7. REPORT (Task 6: Provide Summary Report to Rural Health Midwife)
Using your CHT Monitoring Form/logbook, record and update the health profile of the NHTS household
members assigned to you. You can add “NHTS” under the „Remarks‟ column or in the portion where you
write notes for each client or family member.
a. Record family members according to their health condition, using separate logbook tables for: (1)
Newborn and Infant Health; (2) Child Health; (3) Maternal Care; (4) Family Planning; and (5) Chronic
Cough Management. From these five, select the appropriate logbook table to record basic
information for each NHTS-PR family member you assist, include the following information: name,
age or birthdate, address, health services needed, health services provided, and date of initial or follow-
up visit to health provider (see the Sample CHT Monitoring Forms/Logbook templates in Tables 4
to 8).
b. For the recording of health services provided, ensure that you record antenatal care (ANC) visits
(specify in the Remarks section if the respondent has already reached 4 or more), facility-based
deliveries (FBD), Vitamin A, fully-immunized child (FIC), exclusive breastfeeding up to 6 months (EBF),
and modern family planning use.
c. You should also note in your logbook, for each health service recorded, whether this was provided by
a private or public health provider.
d. If the NHTS family member was able to use his/her PhilHealth to pay (partially or fully) for the health
service, test, medicines or drugs, note this in the „Remarks‟ column, as „used PhilHealth‟.
Table 4. SAMPLE CHT MONITORING FORM/lOGBOOK FOR NEWBORN AND INFANT HEALTH.
NEWBORN & INFANT HEALTH MONITORING
NAME
(Last,
First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES,
ANA CRUZ
10
months
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Immunization 9/30/2011 Hep B3
immunization
11/5/2011
for
measles
vaccine
NHTS
Laging
Handa
Health
Center
(public)
38
Table 5. SAMPLE CHT MONITORING FORM/lOGBOOK FOR CHILD HEALTH.
CHILD HEALTH MONITORING
NAME
(Last, First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
CRUZ, B
SANTOS 4 years
Lot 4, Blk
1, Purok 3,
Brgy
Laging
Handa, QC
Vitamin A
supplementation 10/12/2011
Vitamin A
supplementation
10/19/201
1 NHTS
Delgado
Hospital
(private)
Table 6. SAMPLE CHT MONITORING FORM/lOGBOOK FOR MATERNAL HEALTH.
MATERNAL HEALTH MONITORING
Table 7. SAMPLE CHT MONITORING FORM/lOGBOOK FOR FAMILY PLANNING.
FAMILY PLANNING MONITORING
NAME
(Last, First,
Middle)
AGE
FIRST
TIME
USER OF
FP
METHOD?
(Y/N)
ADDRESS
HEALTH
SERVICE/
COMMODITIES
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE /
COMMODITIES
PROVIDED
(Specify
Quantity of
Commodity)
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
FLORES,
CORA
HEBRON
25 No
Lot 1, Blk 6,
Purok 4,
Brgy Laging
Handa
Pills (1 cycle) 10/5/2011 Pills (1 cycle) 10/27/201
1 NHTS
LM Midwife
Clinic (private)
NAME
(Last, First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES, ANA
CRUZ 35
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Pre-natal checkup 9/30/2011 NHTS
Laging Handa
Health Center
(public)
Community Health Team Guidebook 39
Table 8. SAMPLE CHT MONITORING FORM/lOGBOOK FOR CHRONIC COUGH MANAGEMENT.
CHRONIC COUGH MANAGEMENT MONITORING
NAME
(Last, First,
Middle
AGE ADDRESS
HEALTH
SERVICE/
DUGS
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE/DRUGS
PROVIDED
(Specify name
and quantity of
drugs)
DATE OF
NEXT VISIT REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
FLORES,
JOCELYN 36 years
Lot 1, Blk
6, Purok 4,
Brgy
Laging
Handa
Checkup 10/5/2011 Sputum exam 10/27/2011 NHTS
Maco Rural
Health Unit
(public)
2. The CHT monitoring forms/logbook shall be submitted to the RHM during the monthly meeting
for reconciliation with the TCL. These forms/logbook shall be returned to you for safekeeping.
3. During your monthly meeting with the RHM, also show her/him the accomplished family profiles
(Form 1) of NHTS households assigned to you. Update the RHM on the following:
a. Number of assigned NHTS households you visited vis-à-vis the number of NHTS households
assigned to you
b. Number of assigned NHTS-PR households with at least one health use plan
c. Number of assigned NHTS households with PhilHealth ID
40
III. Health Plan
Implementation
_____Modules____
Included Modules:
Newborn Health
Infant Health
Child Health
Pregnancy / Prenatal Care
Postpartum Care
Family Planning
Chronic Cough Management
Community Health Team Guidebook 41
HEALTH PLAN IMPLEMENTATION FORM 2A:
NEWBORN HEALTH (0-28 DAYS)
This form will be used for newborns (0 to 28 days old).
Step 1: Route from Form 1 (Household Profile).
In the example shown in Figure 6, B Cruz Santos is 20 days old. As directed, you will go to accomplishing
FORM 2A: Health Plan Implementation for NEWBORN HEALTH (0-28 days) with the parent or
primary care-giver who can provide information as the respondent.
Figure 6. EXAMPLE OF ROUTING A NEWBORN HOUSEHOLD MEMBER FROM FORM 1 TO FORM 2A.
42
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 7). Ask each question in order, then deliver the
corresponding key health message to the parent or primary care-giver, where you are directed to go.
Remember that the Key Health Messages found in Form 2A are your initial and most important messages
for the parent or primary care-giver of the newborn. You may refer to the appropriate sections in the
”Booklet ni Nanay at ni Baby” or the Family Health Guide, A. Messages: Caring for Newborn (p. 6)
for more information. Flash cards (Card 4) may also be used in subsequent home visits to reinforce or
emphasize certain aspects of the newborn condition.
Figure 7. SAMPLE FORM 2A: HEALTH PLAN IMPLEMENTATION FOR NEWBORN HEALTH.
Community Health Team Guidebook 43
QUESTIONS and KEY HEALTH MESSAGES (refer the respondent to the Family Health Guide, A.
Health Messages, Caring for Newborn on p. 6 while conducting this health risk assessment)
A1. Was the baby provided with any of the following? (Please check, if yes)
Appropriate newborn care is provided during the first few weeks after birth to ensure his/her
survival. These newborn services include:
a) Advice on exclusive breastfeeding until the baby is 6 months of age;
b) Newborn screening to detect some congenital conditions that could cause mental
retardation and even death if not managed early in life; and,
c) Immunization with BCG and Hepatitis B to protect him/her from preventable diseases
Place a check next to the services that the newborn has already received.
Newborn assessment/screening
BCG
Hepatitis B
Regardless of the answer to Question A1, deliver the Message for A1, then go to Question
A2.
o If none or only 1 or 2 of the services were checked, then emphasize that the baby must be
brought to a skilled health provider to receive appropriate newborn care. Babies less
than 1 week old should be referred immediately to a health facility for newborn
screening and immunization.
o For the items that were checked, commend the parent/care-giver and reinforce their
action by sharing the Message for A1.
Message for A1
• Newborn screening (NBS) is important because it can help in the early detection
of diseases like mental retardation
• Bring your baby to a doctor, nurse, midwife or any skilled health provider for
newborn screening 24-72 hours after delivery
• Newborn Screening (NBS) is free for dependents of PhilHealth-sponsored
members in accredited government facilities. (Refer to Section A on INPATIENT
COVERAGE, p. 7 and Table 2, p. 8 of the Family Guide on PhilHealth)
• Have your baby immunized with BCG and Hepatitis B vaccines to protect
44
A2. Do you only give breast milk (exclusive breastfeeding) to your baby?
Newborns should start breastfeeding within the first 1 ½ hours of life. Exclusive
breastfeeding means giving the baby only breastmilk (without milk formula, water, or other
foods) and should be done for the first 6 months of life. Aside from being completely
adequate for the nutritional needs of babies, exclusive breastfeeding has also been proven to
protect babies from ear infections, diarrhea, and respiratory illnesses.
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question A2, deliver the Message for A2, then go to Question
A3.
o If the answer is “No”, then emphasize the importance of exclusive breastfeeding for the
health of the newborn.
o If the answer is “Yes”, then commend the parent/care-giver and reinforce their action by
sharing the Message for A2.
A3. Does your baby have any of the following danger signs?
Danger signs are conditions that could point to a more serious illness or complication of a
disease. If a baby shows danger signs, it is important to bring him/her immediately to the
nearest health facility for urgent attention and treatment.
him/her from TB and Hepatitis B
• Refer to your Booklet ni Nanay at ni Baby - "Ang Aking Mga Pangangailangan sa
Unang Linggo ng Aking Pagsilang", p. 24
Message for A2
Breast milk is adequate for your baby's needs for the first 6 months. (Exclusive
Breastfeeding)
Breastfeed starting at birth up to 2 years and beyond
Breastfeeding for the first 6 months (without milk formula, water or other
foods) will protect your baby from ear infections, diarrhea and respiratory
illnesses respiratory illnesses.
Refer to your Booklet ni Nanay at ni Baby, p. 26 - “Tagubilin sa Pagpapakain”.
Community Health Team Guidebook 45
Place a check next to the danger sign that the newborn is showing or has shown in the past.
Convulsions
Stopped breastfeeding / poorly sucking
Feels hot or cold to touch
Foul-smelling discharge or blood from cord stump
Yellowish soles / eyes / skin
No or less movement
Fast / difficulty breathing
Regardless of the answer to A3, deliver the Message for A3 and accomplish Part 3.2 of the
Health Plan Implementation Form.
o If the baby is showing danger signs at the time of your visit, immediately refer the child to
the nearest health provider for emergency care.
o If the baby is not showing danger signs at the time of your visit, but has shown danger
signs some time in the past, refer the child to a health provider for assessment.
o If the baby is not showing and has never shown danger signs, instruct the parents /
primary care-giver to watch out for these signs, and to refer to their Health Plan for
Emergency Cases (the completed Part 3.2 of the Health Plan Implementation Form for
Newborn Care) so that they can bring their child immediately to their planned Emergency
Providers in case they observe any of these signs in their child.
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with the parents or primary care-
giver who can provide the necessary information.
Message for A3
• Bring your baby to a health provider if you observe any of these signs.
• Bring with you Form 2A, your PhilHealth card, Member Data Record (MDR) and
the baby‟s birth certificate.
• On your way to the health facility:
- Keep your baby warm
- Breastfeed your baby every two hours (if baby is able to feed)
46
Part 2 (General information) includes information such as complete name of the respondent, complete
and correct NHTS household ID number, complete name, date of birth of the newborn, and your name as
the CHT partner.
Part 3 (Health Plan) is divided into two parts:
a. Part 3.1: Referral for regular cases (Newborn screening, BCG and Hepatitis B immunization).
Place a check next to the Health Goal that the parent or primary care-giver has
identified based on his/her child‟s health risks. Then, continue to fill out the
health plan as described previously (p. 30).
Possible Health Goals for newborns (regular cases) include:
To bring my baby to health provider for newborn care services
To exclusively breastfeed my baby
Others
b. Part 3.2: Referral for emergency cases (Newborn with signs of danger in HRA Question A4)
Fill out the Health Plan for Emergency Cases as described above (p. 30)
Don‟t forget to ask the newborn‟s parent or primary care-giver to affix his/her signature in the space
allotted at the bottom of Part 3 as a sign of his/her consent to the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Newborn and Infant Health based on the information contained in Parts 2 and 3. Use
this referral information to remind the respondent of his/her scheduled visit to the provider.
Step 4: Follow-up and monitor health plan adherence.
On your subsequent visits to the household, you may use Flash card 4 to reinforce newborn care
messages. Check if the Health Plan has been adhered to by reviewing the following:
Booklet ni Nanay at ni Baby (particularly Tala ng Aking mga Bakuna on p. 25) completely filled out
by the Health Service Provider
Parts 4 (Actions Taken) and 5 (Service Utilization Monitoring Form) of Form 2A (see Table 9) to
be filled out by the provider in the absence of the ”Booklet ni Nanay at ni Baby”
Community Health Team Guidebook 47
Table 9. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR NEWBORN HEALTH.
Part 5. Service Utilization and Monitoring Form for Newborn Health
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
Copy the details in Form 2A Parts 4 and 5 or in Tala ng Aking Bakuna in the Booklet ni Nanay at ni Baby
in your CHT Monitoring form/Logbook for NEWBORN AND INFANT HEALTH MONITORING (see
Table 10). In case the latter is used, ask if the baby was examined for newborn screening.
Table 10. SAMPLE CHT/BHW LOGBOOK MONITORING ENTRY FOR NEWBORN AND INFANT HEALTH.
NEWBORN AND INFANT HEALTH MONITORING
NAME
(Last,
First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES,
ANA CRUZ
1 day
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Newborn
screening
Nov. 28,
2011
Newborn
screening
Dec. 3,
2011
NHTS;
used
PhilHealth
Laging
Handa
Health
Center
(public)
48
HEALTH PLAN IMPLEMENTATION FORM 2B:
INFANT HEALTH (29 DAYS-LESS THAN 12 MONTHS)
This form will be used for infants who are 29 days to less than 12 months old.
Step 1: Route from Form 1 (Household Profile).
In the example shown belows (Figure 8), Reggie is 4 months old. As directed, you will go to
accomplishing Form 2B: Health Plan Implementation for Infant Health (29 days-Less Than 12
Months) with the parent or primary care-giver who can provide information as the respondent.
Figure 8. EXAMPLE OF ROUTING AN INFANT HOUSEHOLD MEMBER FROM FORM 1 TO FORM 2B.
Community Health Team Guidebook 49
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 9 below). Ask each question in order, then deliver the
corresponding key health message to the parent or primary care-giver.
Remember that the Key Health Messages found in Form 2B are your initial and most important messages
for the parent or primary care-giver of the infant. You may refer to the appropriate sections in the
”Booklet ni Nanay at ni Baby” or the Family Health Guide A. Messages: Caring for Infants and
Children (p. 8) for more information and messages relevant to infants.
Figure 9. SAMPLE FORM 2B: HEALTH PLAN IMPLEMENTATION FOR INFANT HEALTH.
50
QUESTIONS and KEY HEALTH MESSAGES (refer the respondent to the Family Health Guide, A.
Health Messages, Caring for Infant and Child on p. 8 while conducting this health risk
assessment)
Check the immunization card of the baby when asking the respondent the following
questions:
B1. Did your baby receive his/her first OPV, DPT & 2nd Hepa-B scheduled on the 6th week
after birth?
o If the answer is “No” (or the immunization card shows that the baby has not yet received
the vaccines), deliver Message for B1 and emphasize that the infant must be brought to a
skilled health provider to receive the right immunizations.
o If the answer is “Yes” (or the immunization card shows that the baby was already
immunized) and the baby is 10 weeks or above, ask Question B2. Go directly to Question
B4 if the baby is below 10 weeks.
B2. Did your baby receive his/her second OPV & DPT scheduled on the 10th week after
birth?
o If this is not yet received by the baby, deliver Message for B2 to B3, then ask Question B4.
Message for B1
• You can get free OPV and DPT from the health center. This helps prevent your
baby from having infectious diseases that may lead to permanent disability and
even death.
Message for B2 to B3
• Follow the schedule of immunization to ensure that your baby is fully immunized by age 12 months
• Bring your baby to the health center before he/she is 1 year old to complete his/her immunization:
BCG, DPT 1,2,3, OPV 1,2,3; Hepa 1,2,3 and measles
• Bring your baby's immunization card or Booklet ni Nanay at ni Baby every time you bring him/her to
your health provider
Community Health Team Guidebook 51
o If this is already received by the baby and he/she is 14 weeks or above, ask Question B3.
Go directly to Question B4 if the baby is below 14 weeks.
B3. Did your baby receive his/her third OPV, DPT & Hepa B scheduled on the 14th week
after birth?
o If the answer is “No”, deliver Message for B2 to B3, then ask Question B4.
o If “Yes” and the baby is 6 months or below , ask Question B4. Go directly to Question B5 if
the baby is above 6 months.
You may refer to your Booklet ni Nanay at ni Baby, p. 25 - “Tala ng Aking mga Bakuna ” for
more information on the right immunization schedule.
B4. (For babies 0-6 months old) Is your baby exclusively breastfeeding?
Regardless of the answer to Question B4, deliver the Message for B4, then go to Question
B5.
o If the answer is “No”, emphasize the importance of exclusive breastfeeding for the health
of the infant.
o If the answer is “Yes”, commend the parent/care-giver and reinforce their action by
sharing the Message for B4.
B5. (For babies 6-11 months old) Was your baby given Vitamin A?
.
Regardless of the answer to Question B5, deliver the Message for B5, then go to Question
B6.
o If the answer is “No”, emphasize the importance of Vitamin A supplementation for the
health of the infant.
Message for B4
• Breastfeeding for the first 6 months (without milk formula, water or other foods) will protect your
baby from ear infections, diarrhea and respiratory illnesses
• Breast milk is adequate for your baby's needs for the first 6 months
52
o If the answer is “Yes”, then commend the parent/care-giver and reinforce their action by
sharing the Message for B6.
B6. (For babies older than 6 months) Is your baby eating solid food?
Regardless of the answer to Question B6, deliver the Message for B6, then go to Question
B7.
o If the answer is “No”, emphasize the importance of complementary feeding for the health
of the infant, and of growth monitoring for checking nutritional status of the infant.
o If the answer is “Yes”, then commend the parent/care-giver and reinforce their action by
sharing the Message for B6.
B7. Does your baby have any of the following signs?
Place a check next to the sign that the infant is showing.
Cough
Diarrhea (soft stools at least 3 times a day)
Fever
Swelling of hands and feet
Convulsions
Regardless of the answer to B7, deliver the Message for B7 and accomplish Part 3.2 of the
Health Plan Implementation Form.
o If the infant is showing danger signs at the time of your visit, immediately refer the child to
Message for B5
Your baby must receive Vitamin A at 6-months old. Do this every 6 months
until 5 years old.
Vitamin A increases your baby‟s resistance to infectious diseases and helps
prevent blindness.
Message for B6
Refer to “Booklet ni Nanay at ni Baby” on page 26 for “Tagubilin sa
Pagpapakain mula anim na buwan hanggang 12 buwan”
Refer to “Booklet ni Nanay at ni Baby” on page 29 for “Pagsubaybay sa aking
paglaki at Pagbabago”
Poorly or unable to breastfeed,
eat or drink
Vomits everything
Chest indrawing
Fast or difficulty in breathing
Very sleepy/unconscious
Community Health Team Guidebook 53
the nearest health provider for emergency care.
o If the infant is not showing danger signs at the time of your visit, but has shown danger
signs some time in the past, refer the child to a health provider for assessment.
o If the infant is not showing and has never shown danger signs, instruct the parents /
primary care-giver to watch out for these signs, and to refer to their Health Plan for
Emergency Cases (the completed Part 3.2 of the Health Plan Implementation Form for
Infant Health) so that they can bring their child immediately to their planned Emergency
Providers in case they observe any of these signs in their child.
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with the parents or primary care-
giver who can provide the necessary information.
Part 2 (General information) includes information such as complete name of mother, complete and
correct NHTS household ID number, complete name, date of birth of the infant and your name as the
CHT partner.
Part 3 (Health Plan) is divided into two parts:
Part 3.1: Referral for regular cases (Immunization and common childhood illnesses, Exclusive
Breastfeeding, Complementary Feeding and Vitamin A Supplementation).
Place a check next to the Health Goal that the parent or primary care-giver has
identified based on his/her child‟s health risks. Then, continue to fill out the
health plan as described previously (p. 30).
Possible Health Goals for infants (regular cases) include:
To bring my baby to health provider on the scheduled immunization date/s
Message for B7
• Immediately bring your child to a health provider if you notice any of these
signs
• Bring with you Form 2B, your PhilHealth card, Member Data Record (MDR) and
the baby‟s birth certificate.
54
To exclusively breastfeed my baby for 6 months
To ensure that my baby receives vitamin A supplementation every 6
months
To ensure that after 6 months, my baby receives proper solid food
(Complementary Feeding)
To bring my baby to a health facility for consultation, growth monitoring
and treatment
Others
Part 3.2: Referral for emergency cases (Infants with signs of danger in HPI Question B9)
Fill out the Health Plan for Emergency Cases as described above.
Finally, don‟t forget to ask the infant‟s parent or primary care-giver to affix his/her signature in the space
allotted at the bottom of Part 3, as a sign of his/her consent to the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Newborn and Infant Health based on the information contained in Parts 2 and 3. Use
the referral information to remind the respondent of his/her scheduled visit to the provider.
Step 4: Follow-up and monitor health plan adherence.
On your subsequent visits to the household, you may use Flash cards 4 and 5 to reinforce messages for
the newborn and infant. Check if the Health Plan has been adhered to by reviewing the following:
Booklet ni Nanay at ni Baby (particularly Tala ng Aking mga Bakuna on p. 25) completely filled out
by the Health Service Provider
Parts 4 (Actions Taken) and 5 (Service Utilization Monitoring Form) of Form 2B see Table 11
below) to be filled out by the provider in the absence of the ”Booklet ni Nanay at ni Baby”
Community Health Team Guidebook 55
Table 11. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR INFANT HEALTH.
Part 5. Service Utilization and Monitoring Form for Infant Health
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
Copy the details in Form 2B Parts 4 and 5 or in Tala ng Aking Bakuna in the Booklet ni Nanay at ni Baby
in your CHT Monitoring form/Logbook for NEWBORN AND INFANT HEALTH MONITORING (see
Table 12).
Table 12. SAMPLE CHT MONITORING FORM/LOGBOOK ENTRY FOR INFANT HEALTH
INFANT HEALTH MONITORING
NAME
(Last,
First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES,
ANA CRUZ
10
months
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Immunization 9/30/2011 Hep B3
immunization
11/5/2011
for
measles
vaccine
NHTS
Laging
Handa
Health
Center
(public)
56
HEALTH PLAN IMPLEMENTATION FORM 2C:
CHILD HEALTH (12 MONTHS-LESS THAN 5 YEARS)
This form will be used for children who are 12 months to less than 5 years old.
Step 1: Route from Form 1 (Household Profile).
In the example shown below (Figure 10), Kristoffer Santos Cruz is 4 years old. As directed, you will
accomplish Form 2C: Health Plan Implementation for Child Health (12 Months-Less Than 5 Years)
with the parent or primary care-giver who can provide information as the respondent.
Figure 10. EXAMPLE OF ROUTING A CHILD HOUSEHOLD MEMBER FROM FORM 1 TO FORM 2C.
Community Health Team Guidebook 57
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 11 below). Ask each question in order, then deliver the
corresponding key health message to the parent or primary care-giver.
Remember that the Key Health Messages found in Form 2C are your initial and most important messages
for the parent or primary care-giver of the child. You may refer to the appropriate sections in the
”Booklet ni Nanay at ni Baby” or the Family Health Guide A. Messages: Caring for Infant and Child
(p. 8) for more information and message relevant to children.
Figure 11. SAMPLE FORM 2C: HEALTH PLAN IMPLEMENTATION FOR CHILD HEALTH.
58
QUESTIONS and KEY HEALTH MESSAGES (refer the respondent to the Family Health Guide, A.
Health Messages, Caring for Infant and Child on p. 8 while conducting this health risk
assessment)
C1. Has your child been fully immunized against common childhood diseases, which are
preventable, before his/her 1st birthday?
Fully immunized means the child received the ff: BCG, HepaB1,2,3; OPV1,2,3; DPT1,2,3;
measles before his/her 1st birthday)
Ask the question , then write the response on the form: Y if „Yes‟, and N if „No‟.
o If the answer is „Yes‟, request to see the immunization or ECCD card/”Booklet ni Nanay at
ni Baby” and review if all immunizations have been given as scheduled and the child is
fully immunized, then go to Question C2.
o If the answer is „No‟, deliver the Message for C1, then go to Question C2.
C2. Has your child received the following in the last 6 months?
Place a check next to the services that the child received within the last 6 months.
Vitamin A supplementation
Deworming tablets
Regardless of the answer to Question C2, deliver the Message for C2, then go to Question
C3.
o If only one or none of the items are checked, emphasize the importance of Vitamin A and
deworming to the health of children.
o If both items are checked, then commend the parent/care-giver and reinforce their action
by sharing the Message for C2.
Message for C1
• Complete your child‟s immunization [tuberculosis (BCG), diphtheria, tetanus
and whooping cough (DPT); polio (OPV), Hepatitis B and measles] to protect
him/her from infectious diseases that may lead to permanent disability or
death
• Free vaccines are available in your health center
• Bring with you ECCD card or Booklet ni Nanay at ni Baby during immunization
Community Health Team Guidebook 59
C3. Does your child have any of the following signs?
Place a check next to the sign that the child is showing.
Cough
Diarrhea (soft stools at least 3 times a day)
Fever
Swelling of hands and feet
Convulsions
Poorly or unable to eat or drink
Vomits everything
Fast or difficulty in breathing
Very sleepy/unconscious
Regardless of the answer to C3, deliver the Message for C3 and accomplish Part 3.2 of the
Health Plan Implementation Form.
o If the child is showing danger signs at the time of your visit, immediately refer the child to
the nearest health provider for emergency care.
o If the child is not showing danger signs at the time of your visit, but has shown danger
signs some time in the past, refer the child to a health provider for assessment.
o If the child is not showing and has never shown danger signs, instruct the parents /
primary care-giver to watch out for these signs, and to refer to their Health Plan for
Emergency Cases (the completed Part 3.2 of the Health Plan Implementation Form for
Infant Health) so that they can bring their child immediately to their planned Emergency
Providers in case they observe any of these signs in their child.
Message for C2
• Your baby must receive Vitamin A at 6 months old. Do this every 6 months until
5 years old. Vitamin A increases your baby‟s resistance to infectious diseases
and helps prevent blindness.
• Deworming tablets help prevent intestinal worms. It impairs healthy nutrition,
reduces appetite and leads to mal-absorption of nutrients that cause stunting,
under-nutrition and anemia. Give your child deworming tablets at 1 year old.
Do this every 6 months.
60
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with the parents or primary care-
giver who can provide the necessary information.
Part 2 (General information) includes information such as complete name of mother, complete and
correct NHTS household ID number, complete name, date of birth of the child, and your name as the
CHT partner.
Part 3 (Health Plan) is divided into two parts:
a. Part 3.1: Referral for regular cases (Children completing immunization, Vitamin A
Supplementation, deworming and treatment for common childhood illnesses).
Place a check next to the Health Goal that the parent or primary care-giver has
identified based on his/her child‟s health risks. Then, continue to fill out the
health plan as described previously (p. 30)
Possible Health Goals for newborns (regular cases) include:
To have my child completely immunized
To bring my child to the health facility for vitamin A and deworming
To bring my child to a health facility for consultation and treatment
Others
b. Part 3.2: Referral for emergency cases (Children with signs of danger in HRA Question C4)
Fill out the Health Plan for Emergency Cases as described above (p. 30).
Finally, don‟t forget to ask the newborn‟s parent or primary care-giver to affix his/her signature in the
space allotted at the bottom of Part 3, as a sign of his/her consent to the Health Plan.
Message for C3
• Bring your child to a health provider immediately.
• Bring with you Form 2C, your PhilHealth card, Member Data Record (MDR) and
the child‟s birth certificate.
Community Health Team Guidebook 61
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Child Health based on the information contained in Parts 2 and 3. Use the referral
information to remind the respondent of his/her scheduled visit to the provider.
Step 4: Follow-up and monitor health plan adherence.
On your subsequent visits to the household, you may use Flash card 5 to reinforce messages on child
health. Check if the Health Plan has been adhered to by reviewing the following:
Booklet ni Nanay at ni Baby (particularly Tala ng Aking mga Bakuna on p. 25) completely filled out
by the Health Service Provider
Parts 4 (Actions Taken) and 5 (Service Utilization Monitoring Form) of Form 2C (see sample on
Table 13) to be filled out by the provider in the absence of the ”Booklet ni Nanay at ni Baby”
Table 13. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR CHILD HEALTH.
Part 5. Service Utilization and Monitoring Form for Child Health
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
In your succeeding household visits, copy the details in the Form 2C Part 4 and 5 on your CHT
Monitoring Form/Logbook under CHILD HEALTH MONITORING (see Table 14 below).
Table 14. SAMPLE CHT/BHW LOGBOOK MONITORING ENTRY FOR CHILD HEALTH.
CHILD HEALTH MONITORING
NAME
(Last, First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
CRUZ, B
SANTOS
4 years
Lot 4, Blk
1, Purok 3,
Brgy
Laging
Handa, QC
Vitamin A
supplementation 10/12/2011
Vitamin A
supplementation
10/19/201
1 NHTS
Delgado
Hospital
(private)
62
HEALTH PLAN IMPLEMENTATION FORM 2D:
MATERNAL HEALTH: PREGNANCY / PRENATAL CARE
Once a pregnant woman member of the household is identified from the Family Profile List (Form 1)
under the column for women 15-49 years of age, go to accomplishing Form 2D, which is the Health Plan
Implementation (HPI) for pregnancy/ Prenatal Care. There may be more than one pregnant woman in the
household, or there may be a pregnant woman outside the age range (<15, >49), and in this case, a Form
2D should be prepared for each of them. If during the first visit, a pregnant woman in the household is
identified to be in need of immediate attention, go to accomplishing the Part 3.2 of Form 2D
(Emergency Case Referral) for her and immediately refer to the nearest health provider. Otherwise
this task can be done during the second visit.
Step 1: Route from Form 1 (Household Profile).
In the example shown below (Figure 12), A Santos, 42 years old, is found pregnant. The CHT partner will
go to interview her as the respondent, and record her answers in Form 2D.
Figure 12. EXAMPLE OF ROUTING A PREGNANT HOUSEHOLD MEMBER FROM FORM 1 TO FORM 2D.
Community Health Team Guidebook 63
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 13 below) . Ask each question in order, then deliver the
corresponding key health message to the pregnant woman, where you are directed to go.
Remember that the Key Health Messages found on Form 2D are your initial and most important
messages for the pregnant woman. You may refer to the appropriate sections in the ”Booklet ni Nanay
at ni Baby” or the Family Health Guide A. Messages: Caring for Pregnant Women (p. 11) for more
information and message relevant to this period.
Figure 13. SAMPLE FORM 2D: HEALTH PLAN IMPLEMENTATION FOR PREGNANT / PRENATAL CARE.
64
QUESTIONS and KEY HEALTH MESSAGES (refer the respondent to the Family Health Guide, A.
Health Messages, Caring for Infant and Child on p. 11 while conducting this health risk
assessment)
D1. How many months are you pregnant?
D2. How many pre-natal visits did you have?
If the mother has had prenatal visits during her current pregnancy, check her “Booklet ni
Nanay at ni Baby” (if available) and review the service provider‟s instructions together with
the pregnant mother.
Ask the question, then write the responses on the form.
- Write the number of months the mother is pregnant
- Write the number of pre-natal visits made
Regardless of the answers to Questions D1 and D2, deliver the Message for D1 and D2, then
go to Question D3.
D3. Are you experiencing any of the following danger signs?
Place a check next to the sign that the respondent is experiencing or has experienced.
Severe headache
Vaginal bleeding
Convulsions
Fever
Severe abdominal pain
Paleness
Regardless of the answer to D3, deliver the Message for D3 and accomplish Part 3.2 of the
Health Plan Implementation Form.
o If the respondent is experiencing danger signs at the time of your visit, immediately refer
Message for D1 and D2
• Healthy pregnancy means a healthy baby
• Have at least 4 prenatal check-ups (at least 1 visit during the first 3 months; at
least 1 visit during the 4th to 6th months; and at least 2 visits during the 7th to
9th months). Receive Tetanus Toxoid.
• Ask your health provider to help you accomplish "Plano sa Paghahanda sa Oras
ng Panganganak at Emergency" in your Booklet ni Nanay at ni Baby, p.14
Community Health Team Guidebook 65
her to the nearest health provider for emergency care. The pregnant mother‟s Health
Plan Form may be filled up along the way or at the health facility.
o If the respondent is not showing danger signs at the time of your visit, but has shown
danger signs some time in the past, refer her to a health provider for assessment.
o If the respondent is not experiencing and has never experienced danger signs, instruct her
to watch out for these signs, and to refer to her Health Plan for Emergency Cases (the
completed Part 3.2 of the Health Plan Implementation Form) so that she can go
immediately to her planned Emergency Providers in case she experiences any of these
signs.
D4. Are you going to deliver in a health facility?
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question D4, deliver the Message for D4, then go to Question
D5.
o If the answer is “No”, emphasize the importance of facility-based delivery for the health of
the mother and her child.
o If the answer is “Yes”, then commend the mother and reinforce her decision by sharing the
Message for D4.
Message for D3
• Go to the nearest health provider immediately if you are experiencing any of
these danger signs
• Bring Form 2D-1, your PhilHealth card and Member Data Record (MDR)
Message for D4
Give birth at a health facility to promptly manage possible complications
during childbirth
Use your PhilHealth benefits. See the “Family Guide on PhilHealth” if you are
a member or dependent, p.7
66
D5. Are you going to have check-up visits after your delivery?
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question D5, deliver the Message for D5, then go to Question
D6.
o If the answer is “No”, emphasize the importance of post-partum checkups for her health.
o If the answer is “Yes”, then commend the mother and reinforce her decision by sharing the
Message for D5.
D6. Are you aware of the essential care for your baby within the first 24 hours of his/her
life?
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question D6, deliver the Message for D6, then go to Question
D7.
o If the answer is “No”, emphasize the importance of essential newborn care for her baby‟s
health .
o If the answer is “Yes”, then commend the mother and reinforce her knowledge by sharing
the Message for D6.
Message for D5
Visit your health provider on the 3rd and 7th day after delivery for check-up,
early detection and management of complications.
Message for D6
The first 30 minutes of your newborn baby‟s life is critical. Breastfeed your
newborn and keep him/her dry and warm through skin-to-skin contact
Within 24 hours from chilbirth, your baby must undergo Newborn Screening
(NBS) and should be immunized for BCG and Hepatitis B
Community Health Team Guidebook 67
D7. Do you intend to practice family planning after giving birth?
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question D7, deliver the Message for D7.
o If the answer is “No”, emphasize the importance of family planning to the mother‟s health
and the health of her family.
o If the answer is “Yes”, then commend the mother and reinforce her decision by sharing the
Message for D7.
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with the pregnant woman. In case
the pregnant woman has already sought prenatal consultation/s, then you can jointly refer to the Birth
and Emergency Plan that is found in the “Booklet ni Nanay at ni Baby” that has been prepared by the
pregnant woman with assistance from the service provider.
Part 2 (General information) includes information such as complete name of mother, complete and
correct NHTS household ID number, and your name as the CHT partner.
Part 3 (Health Plan) is divided into two parts:
a. Part 3.1: Referral for regular cases
Place a check next to the Health Goal that the pregnant woman has identified
based on her health risks. Then, continue to fill out the health plan as
described previously (p. 30).
Message for D7
Space your children 3-5 years apart to allow your body to fully recover
Go to your health provider to know the right Family Planning (FP) method for
you and your partnerFamily Planning methods which are effective and suit
your needs
68
Possible Health Goals for pregnant women (regular cases) include:
To have 4 or more prenatal checkups (preferably in a PhilHealth-accredited
facility)
To develop a Birth and Emergency Plan with the health provider
To deliver in a health facility (preferably PhilHealth-accredited)
To receive care within 12 hours, 3 days and 7 days after delivery for myself
and my baby
To receive family planning counseling
Others
b. Part 3.2: Referral for emergency cases (Pregnant women with danger signs in D3)
Fill out the Health Plan for Emergency Cases as described above (p. 30).
Refer back to the list of danger signs in Part 1 Health Risk Assessment question
D3 when identifying the reason for emergency referral, which can be stated as
“Consultation for immediate assessment and management of danger signs”.
These danger signs can also be found in the “Booklet ni Nanay at ni Baby”.
Identify and list down the name/s and contact number/s of the emergency
transport providers and the name and address of the health service provider
selected by the respondent.
Finally, don‟t forget to ask the pregnant woman to affix her signature in the space allotted at the bottom
of Part 3, as a sign of her consent to the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Maternal Care based on the information contained in Parts 2 and 3. Use the referral
information to remind the respondent of his/her scheduled visit to the provider.
Step 4: Follow-up and monitor health plan adherence.
In your subsequent visits to the household, you may use Flash cards 2 and 3 to reinforce messages on
pregnancy and prenatal care. Follow-up on the pregnant mother whether she sought and obtained
health care services as discussed during the first visit and followed the referral message (if they were
referred further) and the instructions of the provider. If you find out that the pregnant mother has not
gone to any service provider or health facility as advised during your first visit, ask for the reason/s why
Community Health Team Guidebook 69
so that you can find a way to assist the pregnant mother in seeking consultation. If the problem concerns
lack of money for transportation, for instance, you may refer the mother to the list of emergency
transport network or seek transport assistance from barangay officials.
To check whether the health plan has been adhered to, review the following:
Booklet ni Nanay at ni Baby – check the services provided by the Health Service Provider with the
to the pregnant woman.
Parts 4 (Actions Taken) and 5 (Service Utilization Monitoring Form) of Form 2D (see Table 15
below) to be filled out by the provider in the absence of the ”Booklet ni Nanay at ni Baby”
Table 15. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR MATERNAL HEALTH (PREGNANCY).
Part 5. Service Utilization and Monitoring Form for MATERNAL HEALTH (PREGNANCY)
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
Note that once Form 2D has been accomplished, also accomplish Form 2F: Health Plan
Implementation for Family Planning.
Copy the details in Form 2D Parts 4 and 5 (or in the Booklet ni Nanay at ni Baby) in your CHT
Monitoring Form/Logbook for MATERNAL HEALTH MONITORING (see Table 15 below).
Table 16. SAMPLE CHT MONITORING FORM FOR MATERNAL HEALTH: PREGNANCY.
MATERNAL HEALTH MONITORING (PREGNANCY)
NAME
(Last, First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES, ANA
CRUZ
35
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Pre-natal checkup 9/30/2011 NHTS
Laging Handa
Health Center
(public)
70
HEALTH PLAN IMPLEMENTATION FORM 2E:
MATERNAL HEALTH: POSTPARTUM CARE
Once a female member of the household is identified to be in the postpartum period (she is within 42
days of giving birth) in the column “9b For women 15-49 years old” of the Household Profile (Form 1),
accomplish Form 2E, or the Health Plan Implementation for Maternal Health: Postpartum Care
during your planned visit. In case there is more than one postpartum woman in the household, this Form
2D should be prepared for each of them. If during the first visit you find a postpartum mother in the
household who needs immediate medical attention, your priority is to assist her and facilitate her referral.
Fill-out the Part 3.2 Emergency Case Referral of Form 2E and immediately refer. Otherwise this task
can be done during the second visit.
Step 1: Route from Form 1 (Household Profile).
In the example shown below (Figure 14), C Santos, 28 years old, is found to be in her postpartum period.
Go to interviewing C as the respondent and record her answers in Form 2E.
Figure 14. EXAMPLE OF ROUTING A POSTPARTUM HOUSEHOLD MEMBER FROM FORM 1 TO FORM 2E.
Community Health Team Guidebook 71
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 15 below) . Ask each question in order, then deliver the
corresponding key health message to the postpartum mother as directed.
Remember that the Key Health Messages found on Form 2E are your initial and most important
messages for the postpartum woman. You may refer to the appropriate sections in the ”Booklet ni
Nanay at ni Baby” or the Family Health Guide A. Messages: Caring for Mothers After Giving Birth
(p. 13) for more information and message relevant to postpartum mothers.
Figure 15. SAMPLE FORM 2E: HEALTH PLAN IMPLEMENTATION FOR POSTPARTUM CARE
72
QUESTIONS and KEY HEALTH MESSAGES (refer the respondent to the Family Health Guide, A.
Health Messages, Caring for Mothers After Giving Birth on p. 13 while conducting this health
risk assessment)
E1. Were you checked by a doctor, nurse or midwife immediately after giving birth?
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
Regardless of the answer to Question E1, deliver the Message for E1, then go to Question E2.
o If the answer is “No”, emphasize the importance of having postpartum checkups from a
professional health service provider.
o If the answer is “Yes”, then commend the mother and reinforce her action by sharing the
Message for E1.
Additionally, inform the mother that:
She needs to receive one Vitamin A capsule within one month after delivery to increase her
body resistance against infections.
It is important to exclusively breastfeed her newborn baby until six months of age.
It is important that she bring with herthe newborn baby when she goes for postpartum check-
up.
E2. Are you experiencing any of the following danger signs?
Place a check next to the sign that the respondent is experiencing or has experienced.
Difficulty breathing
Paleness
Severe headache
Message for E1
Complications may arise within 42 days after delivery. You are at risk. Visit
your health provider to detect and treat possible complications following
these schedules:
- Within 12 hours after delivery
- On the 3rd day
- On the 7th
day
If you have not visited a health provider 7 days after delivery, go for
postpartum check-up immediately
Difficulty in urinating
Severe vaginal pain
Engorged and painful breast
Heavy vaginal bleeding
Community Health Team Guidebook 73
Fever
Foul-smelling vaginal discharge
Regardless of the answer to E2, deliver the Message for E2 and accomplish Part 3.2 of the
Health Plan Implementation Form.
o If the respondent is experiencing danger signs at the time of your visit, immediately refer
her to the nearest health provider for emergency care. The postpartum mother‟s Health
Plan Form may be filled up along the way or at the health facility.
o If the respondent is not showing danger signs at the time of your visit, but has shown
danger signs some time in the past, refer her to a health provider for assessment.
o If the respondent is not experiencing and has never experienced danger signs, instruct her
to watch out for these signs, and to refer to her Health Plan for Emergency Cases (the
completed Part 3.2 of the Health Plan Implementation Form) so that she can go
immediately to her planned Emergency Providers in case she experiences any of these
signs.
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with postpartum mother. In case the
postpartum mother has already sought postnatal consultation/s, then you can jointly refer to the Birth
and Emergency Plan that is found in the “Booklet ni Nanay at ni Baby” that has been prepared by the
pregnant woman with assistance from the service provider.
Part 2 (General information) includes information such as complete name of the postpartum mother,
complete and correct NHTS household ID number, and your name as the CHT partner.
Part 3 (Health Plan) is divided into two parts:
a. Part 3.1: Referral for regular cases
Message for E2
• Go to the nearest health provider immediately if you are experiencing any of
these danger signs
• Bring Form 2E, your PhilHealth card and Member Data Record (MDR)
74
Place a check next to the Health Goal that the postpartum woman has
identified based on her health risks. Then, continue to fill out the health plan
as described previously (p. 30).
Possible Health Goals for postpartum mothers (regular cases) include:
To receive care within 12 hours, 3 days and 7 days after delivery
Others
b. Part 3.2: Referral for emergency cases (Postpartum mother with danger signs in E2)
Fill out the Health Plan for Emergency Cases as described above (p. 30).
Refer back to the list of danger signs in Part 1 Health Risk Assessment question
E2 when identifying the reason for emergency referral, which can be stated as
“Consultation for immediate assessment and management of danger signs”.
These danger signs can also be found in the “Booklet ni Nanay at ni Baby”.
Identify and list down the name/s and contact number/s of the emergency
transport providers and the name and address of the health service provider
selected by the respondent.
Finally, don‟t forget to ask the postpartum mother to affix her signature in the space allotted at the
bottom of Part 3, as a sign of her consent to the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Maternal Health based on the information contained in Parts 2 and 3. Use the referral
information to remind the respondent of his/her scheduled visit to the provider.
Step 4: Follow-up and monitor health plan adherence.
In your subsequent visits to the household, you may use Flash card 3 to reinforce messages on post-
partum care. Ask the postpartum mother on whether she sought and obtained health care services as
discussed during the first visit.
If the postpartum mother has not gone to any service provider or health facility as advised
during your first visit, inquire about the reason/s and find a way to assist her in seeking care.
If the mother is worried that no one will take care of the children when she goes to the facility,
make the necessary arrangements to have someone from the community to watch over the
children while she is away.
Community Health Team Guidebook 75
Check health plan adherence by reviewing the instructions of the health provider in Parts 4 (Actions
Taken) and 5 (Service Utilization Monitoring Form) of Form 2E (see Table 16).
Table 16. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR MATERNAL HEALTH
(POSTPARTUM).
Part 5. Service Utilization and Monitoring Form for MATERNAL HEALTH (POSTPARTUM)
Date of Consultation
(month/day/year)
Name and address of provider
Services Provided
Instructions of the provider
Schedule of next visit to provider
for check-up
Note that once Form 2E has been accomplished, also accomplish Form 2F: Health Plan
Implementation for Family Planning.
Copy the details in Form 2E Parts 4 and 5 in your CHT Monitoring Form/Logbook for MATERNAL
CARE (see Table 17).
Table 17. SAMPLE CHT MONITORING FORM FOR MATERNAL HEALTH: POSTPARTUM.
MATERNAL HEALTH MONITORING (POSTPARTUM)
NAME
(Last, First,
Middle)
AGE ADDRESS HEALTH SERVICE
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE
PROVIDED
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
REYES, ANA
CRUZ 35
Lot 3, Blk
8, Purok 2,
Brgy
Laging
Handa
Post-natal checkup 9/30/2011 10/6/11 NHTS
Laging Handa
Health Center
(public)
76
HEALTH PLAN IMPLEMENTATION FORM 2F:
FAMILY PLANNING
Form 2F is intended for pregnant women and non-pregnant women aged 15 to 49 yrs old identified in
the Form 1 Household Profile. This definition is important, because if the pregnant woman is not within
the age group, but pregnant e.g. adolescent, then she should still be referred for Family Planning.
Step 1: Route from Form 1 (Household Profile).
The example below shows 4 types of women with different cases:
A – married, pregnant four years ago but not currently pregnant
B – recently gave birth, single mother
C – single, never been pregnant
D – pregnant adolescent
You need to help these women recognize possible health risks. Each should have her own Form 2F.
Figure 16. EXAMPLE OF ROUTING HOUSEHOLD MEMBERS FROM FORM 1 TO FORM 2F.
Community Health Team Guidebook 77
Step 2: Assess member‟s health risks and deliver key health messages.
The Family Planning Module is slightly more complex than the others, because of the different scenarios
that are possible for the respondents who will be administered Form 2F. As an aid to understand the
flow of questions, study Figure 17 below to visualize how the four types of cases in the example would
answer Part 1 of their Health Plan Implementation forms.
Figure 17. FLOWCHART FOR FORM 2F, PART 1.
LEGEND
A – married, pregnant four years ago
but not pregnant now
B – recently gave birth, single mother
C – single, never been pregnant
D – pregnant adolescent
YES
(A, D)
F1. Do you have
a spouse/
partner now?
Accomplish
PARTS 2 and 3
NO
(B, C)
YES
(B)
NO
(C)
F2. Did you
have a partner
before?
F4. Do you
want to have a
child/ another
child?
YES
(D)
When or
how soon
from now?
SOON
(Within 1
year)
(D)
NO
(A, B)
LATER (More than 1 year)
F5, F6. Are you
currently using
any FP Method?
YES
(A)
GO TO
F7 and F8
NO
(B)
F3. How many living
children do you have?
____ (Fill in the blank)
78
HELPFUL TIP! Adolescents 15-19 years old and
Form 2F. For adolescent girls who have been
routed to Form 2F through the family profile, and
have answered NO to both Questions F1 and F2,
share the messages in the Family Health Guide:
Caring For Adolescents (p. 10) instead of
proceeding to referral for FP counselling. You may
also refer the teenager to providers of
adolescent reproductive health services if they
are available in your locality. Ask your CHT
supervisor or RHM for help if you are unsure of
what to do in such situations.
QUESTIONS and KEY HEALTH MESSAGES (see Figure 17 above; refer the respondent to the
Family Health Guide, A. Health Messages, Planning for a Healthy Family on p. 14 while
conducting this health risk assessment)
F1. Do you have a spouse / partner now?
A partner is defined as any one with whom the respondent has a sexual relationship. This
question is meant to identify those respondents who are currently sexually active.
If the answer is Yes, write “Y” then skip Question F2 and go to Question F3.
If the answer is No, write “N” then go to Question F2.
Example:
Both A and D have current partners, and so will both proceed directly to Question F3.
Neither B nor C have current partners, so they will go to question F2.
F2. Did you have a partner before?
A partner is anyone with whom the respondent has had a previous sexual relationship.
If the answer is Yes, write “Y” then go to Question F3.
If the answer is No, write “N” then proceed to filling out Parts 2 and 3 of Form 2F.
Example:
B had a previous partner with whom she has a son. She would then go to F3.
C has no history of any sexual relations.
Therefore, if F1 and F2 are succeedingly
answered with „NO,‟ the respondent is
directed to Part 2, and does not need to
answer questions from F3 to F7. From Part 2,
you, the CHT partner would guide her to Part
3 and develop the Health Plan, specifically
the 1st Health Goal. To go to a health
provider for Family Planning counselling
should still be among C‟s health goals. In C‟s
case, since she is an adolescent, the health
provider is expected to raise awareness on
Family Planning methods, prevention of Sexually Transmitted Illnesses (STIs) and other topics
pertinent to the Adolescent Module.
Community Health Team Guidebook 79
F3. How many living children do you have?
Regardless of the answer to F3, write the answer then go to Question F4.
If the woman has no living children, write “0”.
If the woman has living children, write the number of children (i.e, “1”, “2”, etc.).
Example:
Both A and B will answer Question F3 and proceed to Question F4.
F4. Do you (or your spouse/partner) want to have a/another child?
Regardless of the answer to F4, write the answer then deliver Message for F3 and F4.
If the answer is Yes, write “Y” then ask the follow-up question: “If yes, when?”
o If Yes but soon (within 1 year), skip Questions F5-F7 and proceed to Parts 2 and
3 of Form 2F, and refer for fertility counselling.
o If Yes but later (more than 1 year from now), go to Question F5.
If the answer is No, write “N” then go to Question F5.
F5. Have you or your spouse/partner ever used any modern Family Planning method?
You will need this information to tag whether the woman is a new acceptor of FP method or not
during the monitoring activities. For example D has no history of any FP method, and may be
referred to become a new acceptor. If the respondent asks what are the FP methods, use the list
of modern FP methods listed in F6.
Message for F3 and F4
• Go to your health provider for counselling on family planning if:
• You do not want to have a child or another child
• You want to have a child later
• If you want to have a child soon, consult your provider to help you on fertility
concerns
• For more information you may refer to the Family Health Guide.
80
F6. Are you or spouse/partner currently using any Family Planning Method?
If the woman specifies that she is currently not using any method, the CHT partner should no
longer ask the remaining questions. You go to Part 2 and 3 to develop the Health Goals.
If a woman said „YES‟ to a Traditional method, you will no longer ask the remaining questions.
Deliver message F5 and F6. After delivering the message, guide the woman in filling the Part 2
and 3 of the HPI
F7. What method are you/your partner currently using?
If the answer is „YES‟ to a Modern FP method, you need to ask the specific modern FP method
currently being used by the woman (or spouse/partner). Check the modern FP method‟s currently
being used by the woman/partner.
For example, suppose A uses pills, her partner uses condoms. Given this, A has to be reminded
that they need to go to a health provider since commodities like pills and condoms follow a
schedule. Inform her that she and her partner need to have an adequate supply of pills and
condoms. Also, A might need to consult a health provider regarding her use of pills. Deliver
message for F7.
8. Are you (/your) partner satisfied with the current FP method you are using?
If the respondent is not satisfied with their current FP method, deliver Message for F8.
Message for F5 and F6
• Space your children 3-5 years apart
• Go to your health provider for counseling on FP.
• Your health provider can advise you on effective Family Planning methods that
suit your needs
Message for F7
• Visit your health provider for check-up and re-supply of Family Planning
commodities (e.g. pills, condoms)
Message for F8
• Your health provider can help you choose an appropriate method for you (or
spouse/partner).
Community Health Team Guidebook 81
Step 3: Help members develop health plans.
The Health Plan and Referral form is divided into three main parts, (i) General information, (ii) Referral to
provider, and (iii) Actions taken during the first visit for FP counselling. The general information simply
asks for the name of the woman and the NHTS ID. Copy the information from the HRA or the family
profile.
In the example, C is referred to a provider for FP counselling, check the appropriate box and fill in the
name of the provider and the scheduled visit. You would use this to check on the woman whether she
actually visited a provider or not.
Suppose the woman is a current user of a method (pills), check the appropriate box and fill in the name
of the provider and the scheduled visit. You would use this to check on the woman whether she actually
visited a provider or not.
82
Don‟t forget to ask the patient/caregiver to affix his/her signature in the space allotted at the bottom of
Part 3, as a sign of his/her accountability and ownership of the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Family Planning based on the information contained in Parts 2 and 3. Use the referral
information to remind the respondent of his/her scheduled visit to the provider. Tell the respondent to
request the provider to give detailed instructions, especially the schedule dates of re-supply for
commodities like condoms and pills. Remind her to bring the Health Plan Implementation Form
when she visits the provider so the latter can fill out the Service Utilization Form section.
Step 4: Follow-up and monitor health plan adherence.
You should remind the woman that during the visit to a health provider, she should request the provider
to be specific in terms of writing the services provided. For example, if pills and counselling were given
during the visit, the woman should request the provider to specifically write that they gave the family pills
and counselling.
In the box where a provider should fill in the instructions, inform the woman to request the providers to
be specific in terms of filling this up. For example, if FP method is advised, the woman should request the
provider to specify the method and instruction. For example, if BTL or NSV is instructed, the family
should prompt the provider to specify the schedule and referral facility. Inform the woman that you
would need these details when checking up on them during your regular visits.
\
a. FP service/commodity given or bought-provider should fill this out with the appropriate FP
services given or bought. If the commodity (e.g. pills, condoms) is bought, the pharmacist, nurse,
or attendant should assist the family in filling this out
b. Date the service/commodity is given or bought- the provider should fill this in following the
mm/dd/yy form
Community Health Team Guidebook 83
c. Name of facility - If the FP method is a service, say IUD insertion. The provider should fill in the
name of the facility. If the FP method is a commodity (say pill or condom), the
attendant/pharmacist should write the name of the store.
d. Next service/purchase date - For FP commodities like pills, condoms, DMPA, the health
provider should fill in these dates. Suppose during 1st visit conducted by the woman/family for FP
counseling, the provider could actually fill in advance these scheduled dates in order to remind
the woman/family that she needs to get those commodities on the specified date.
Case: Woman was provided with pills during the FP counselling, was asked to return back or
purchase pills on specific dates.
In the succeeding household visits, follow-up on the woman whether she sought and obtained the FP
services/commodities from the health provider. Copy in the CHT Monitoring Form/Logbook details of the
health services availed by the woman (contained in Parts 4 and 5 of Form 2F). You will use this to remind
the respondent to get pills or purchase the pills on or before the dates.
Table 18. SAMPLE CHT MONITORING FORM/LOGBOOK ENTRY FOR FAMILY PLANNING.
FAMILY PLANNING MONITORING
NAME
(Last, First,
Middle)
AGE
FIRST
TIME
USER OF
FP
METHOD?
(Y/N)
ADDRESS
HEALTH
SERVICE/
COMMODITIES
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE /
COMMODITIES
PROVIDED
(Specify
Quantity of
Commodity)
DATE OF
NEXT
VISIT
REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
CRUZ,
AILEEN 25 No
Lot 1, Blk 6,
Purok 4,
Brgy Laging
Handa
Pills (1 cycle) 10/5/2011 Pills (1 cycle) 10/27/201
1 NHTS
LM Midwife
Clinic (private)
84
HEALTH PLAN IMPLEMENTATION FORM 2G:
CHRONIC COUGH MANAGEMENT
Once a member of the household (ages 10 years old and above), has cough of more than 2 weeks is
identified,, accomplish Form 2G, or the Health Plan Implementation for Chronic Cough Management
during your planned visit. In case there is more than one chronic cough patient in the household, this
Form 2G should be prepared for each of them.
Step 1: Route from Form 1 (Household Profile).
Take for example the case of Ken Santos below (Figure 18). He has been identified to have cough of
more than 2 weeks duration. You need to help his mother fill up Form 2G: Health Implementation Plan
for Chronic Cough Management.
Figure 18. EXAMPLE OF ROUTING A HOUSEHOLD MEMBER WITH CHRONIC COUGH FROM FORM 1 TO FORM 2G.
Community Health Team Guidebook 85
Step 2: Assess member‟s health risks and deliver key health messages.
Ask the questions under Part 1 (see Figure 19 below) . Ask each question in order, then deliver the
corresponding key health message to the patient/caregiver, where you are directed to go.
Remember that the Key Health Messages found on Form 2G are your initial and most important
messages. Refer to the Family Health Guide: A. Health Messages - Caring for Family Members With
Chronic Cough (p. 19) for more information.
Figure 19. SAMPLE FORM 2G: HEALTH PLAN IMPLEMENTATION FOR CHRONIC COUGH MANAGAMENT
86
QUESTIONS and KEY HEALTH MESSAGES (see Figure 17 above; refer the respondent to the
Family Health Guide, A. Health Messages, Caring for Family Members with Chronic Cough on p.
19 while conducting this health risk assessment)
G1. Have you consulted a health provider regarding your cough for more than two weeks?
If family member has not yet consulted a health provider for the cough of 2 weeks or more,
explain that he or she may have TB.
Ask the question, then write the response on the form: Y if „Yes‟, and N if „No‟.
If the answer to Question G1 is “No”, deliver the Message for G1, then go to Question G2.
o If the answer is “Yes”, then go to Question G2.
G2 . If consulted a health provider, what was the diagnosis?
If chronic cough is due to TB, place a check next to the sign indicating TB and deliver the
Message for G2a (TB).
Message for G1
Go to the health center for checkup and testing.
Message for G2a (TB)
Go to a TB-DOTS provider immediately for treatment
TB can be treated. Free Anti-TB Drugs are available at the health
center or any DOTS facility
Patient needs to take anti-TB drugs for at least 6 months AND must
be supervised by a treatment partner
Improper treatment of TB may lead to more serious complications.
Because TB is an infection transmitted thru air, it may spread to other
members of the family, especially children.
TB may cause death if left untreated or not properly treated.
Return to the health center/DOTS facility for your follow-up tests/
check-ups
Community Health Team Guidebook 87
If the answer to the diagnosis is NOT TB, and a condition or disease that also presents as
chronic cough, deliver Message for G2b (Other non-TB diseases).
Step 3: Help members develop health plans.
Parts 2 (General Information) and 3 (Health Plans) are accomplished with chronic cough patient.
Part 2 (General information) includes information such as complete name of the postpartummother,
complete and correct NHTS household ID number, and your name as the CHT partner.
Part 3 (Health Plan) is the section for Referral.
Place a check next to the Health Goal that the patient has identified based on
his/her health risks. Then, continue to fill out the health plan as described
previously (p. 30).
Possible Health Goals for chronic cough patients include:
To go to the health facility for check-up, testing and treatment
To go to the health facility for scheduled follow-up
To continue treatment/resupply of medication (for TB patients)
Others
Don‟t forget to ask the respondent/care-giver to affix his/her signature in the space allotted at the
bottom of Part 3, as a sign of his/her accountability and ownership of the Health Plan.
Before giving the Health Plan Implementation form to the respondent, fill out the CHT Monitoring
Form/Logbook for Chronic Cough Management based on the information contained in Parts 2 and 3. Use
the referral information to remind the respondent of his/her scheduled visit to the provider.
Message for G2b (Other cough-like diseases)
Take your medicines as prescribed by your health provider
Improper use of medicines may worsen your condition and
could lead to a more serious illness
Go back to your health provider for follow-up
88
Remind the respondent to bring the Health Plan Implementation Form when he/she visits the
health provider so the latter can fill out the Service Utilization Form section in the Health Plan
Implementation Form.
The duly accomplished 2G Health Plan Implementation Form with the action taken written should
be stapled to the NTP ID Card if the patient is diagnosed with TB.
Step 4: Follow-up and monitor health plan adherence.
In your subsequent visits to the household, you may use Flash card 12 to reinforce messages on cough of
two weeks or more. This visit is also a good opportunity to discuss/review the health messages on
chronic cough management in the Family Health Guide.
Ask the patient/caregiver on whether he/she sought and obtained health care services as discussed
during the first visit.
If the respondent fails to go to a health service provider as agreed in the Helath Plan, ask
about the reason/s for not going to the provider and find a way to assist her in seeking care.
If the respondent is worried that no one will take care of the children or the household, make
the necessary arrangements to have someone from the community to watch over the children
while the patient or caregiver is away.
Review with the patient Parts 4 (Actions Taken) and 5 (Service Utilization Monitoring Form) of Form
2G (see Table 19). This form, when duly accomplished, serves as a tracking tool for patient compliance to
instructions on medications if any, and when to return for her follow-up visit; or if and when the patient
complied in making an actual visit to a higher level - service provider when further referred.
Copy the details in the Form 2G Parts 4 and 5 or NTP ID card in the CHT Monitoring Form/Logbook
for Chronic Cough Management (Table 20).
Community Health Team Guidebook 89
Table 19. SAMPLE SERVICE UTILIZATION AND MONITORING FORM FOR CHRONIC COUGH MANAGEMENT.
Table 20. SAMPLE CHT MONITORING FORM/LOGBOOK FOR CHRONIC COUGH MANAGEMENT.
CHRONIC COUGH MANAGEMENT MONITORING
NAME
(Last, First,
Middle
AGE ADDRESS
HEALTH
SERVICE/
DUGS
NEEDED
DATE OF
VISIT TO
PROVIDER
HEALTH
SERVICE/DRUGS
PROVIDED
(Specify name
and qnty of
drugs)
DATE OF
NEXT VISIT REMARKS
HEALTH
SERVICE
PROVIDER
AND TYPE
(Public/
Private)
FLORES,
JOCELYN 36 years
Lot 1, Blk
6, Purok 4,
Brgy
Laging
Handa
Checkup 10/5/2011 Sputum exam 10/27/2011 NHTS
Maco Rural
Health Unit
(public)
Figure 19 below shows a sample NTP ID card. It contains information on the following: (a) name of
the DOTS facility; (b) name of the patient; (c) address of the patient; (d) name of treatment partner; (e)
90
disease classification and category; (f) type of patient; (g) date of start of treatment; (h) sputum
examination results; and (i) calendar to monitor intake of anti-TB medications.
Figure 19. NTP ID Card
Note to CHT: Copy the
details from the NTP ID
card to your own records.