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How do you organize a lactation report to a provider?

by Liz Flight May 2021

Did you ever wonder about charting? Years ago, both doctors and nurses wrote a lengthy narrative description of a patient’s condition, treatment, and their responses to any treatments in large paper files. These included records of vital signs, mental status, a description of each of the patient’s “systems” and such. When charting nurse’s care, the SOAP note was a common format for inpatient charting episodes in succession. With the advent of electronic charting, narrative charting has become a lost art.  MilkNotes has taken the “old” method of charting and brought it up to date!

Have you wondered how to best organize the information without spending an hour writing? 

The initials, “SBAR” stand for Situation, Background, Assessment, and Recommendations. The acronym was initially adapted from the fields of Navy submarine and aviation to improve communication and prevent errors.  In lactation, we use it to describe an encounter with the client and for clear and concise communication with the providers.   It is perfectly suited for outpatient care as it can encompass and synopsize the history and background to provide the backbone for the assessment and plan.

SBAR Categories

  • Situation: State the problem
  • Background: History
  • Assessment: Observation of the issue related to situation and background
  • Recommendations: What is needed and how urgently

To put that into a more medical context, it’s much like SOAP (Subjective, Objective, Assessment, Plan) The “Situation” is the parent’s perception or description of the problem. “Background” includes medical history, symptoms, and birth history.  “Assessment” describes the observation of the feeding and the actual physical assessment of parent and child. “Recommendations” include the patient care plan, referrals to other ancillary providers, and links to educational handouts and URLs.  This is all pulled together in the Provider Report for you which is automatically signed, dated and timed.

In comparison, the SOAP method is designed for a “Subjective” sentence which is that the patient said or described about what brought them in; i.e., “My nipples hurt when s/he nurses.”  “Objective” is a description of everything that you see, such as a description of the wounds, the baby in latch position, and the overall feeding.  “Assessment” is really only a sentence that is comparative to a nursing diagnosis; “Damaged nipples secondary to shallow latch.” Finally, the “Plan” is a numbered list of what should be done to alleviate the problem. This is followed by a signature, date and time.

In an outpatient setting, the SBAR method of recording a parent/child encounter makes it easy to communicate with the other providers and is a legal record of your actions. The unique feature within MilkNotes charting is that the parent and child have individual “charts” that are linked by the date and time of the “encounter” for ease of reporting on them individually or in a combined chart. You still document on both at the same time which saves time by preventing repetition of information or duplication your charts.

Electronic charting with MilkNotes simplifies the repetitive tasks so that LCs can put more focus on their care for families. It’s a high-tech solution for a high touch profession.


Version 30 Notes

So excited to share some great news just in time for Mother’s Day!!! You all deserve to have the best platform to use for supporting your clients and I’m doing everything possible to make this happen. We have come a long way from the original Access Database (2011) to The Lactation Note (2014) to the foundation of MilkNotes and MilkNotes Pro as a web-based application (2016).  For our Mother’s Day release, the platform has been enhanced to include the following:

  • On the Child’s Background tab, we have added the age of the baby (in days) next to the weight/date fields. This feature does the age calculations for you on the screen. 
    • Based on numerous requests from our users, we have also added the ability for the LC to easily see the baby’s birthdate when adding the Birth Weight on the Background tab to our development roadmap. Look for this additional feature soon.
  • The Provider Report Fax is now a larger font, not limited to one page, and will include a list of the names of your handouts included in your parent’s Care Plan from the Recommendations Tab. This will eliminate any need to repeat yourself within the Provider/Medical Report.
  • We have added a Birth Location field to the Child’s Background tab. You can now type add the name of the facility where the infant was born to the child’s history. Just add a new item to the list or select an existing item.
  • We have added the ability to sort the Provider names by alphabet to make selection easier and to make editing more efficient. Dropdown selection lists are now sorted by first name to make finding them easier when you are charting.
  • Additional types have been added to the Provider Type dropdown list.
  • On the Child’s Assessment tab, instead of only the insertion of one number in the feedings history area, you have free text which allows documentation such as “3-4 oz”, etc.
  • The Skin to Skin at Birth field has been changed to minutes. All existing entries were converted to minutes
  • We added some field labels and removed the default selection for allergies on the Parent Intake. We will continue to gather feedback from all of you and continue to enhance the Parent Intake experience in the future.
  • This one was for me!  I have interns and contractors and instead of the default always starting with my name, there is now the ability to select “all consultants” and have it remain the default!!!  That way I see the whole week’s appointments at a glance!!

The last year has been full of unprecedented challenges for all of us and we, at MilkNotes, are right there with you. We have other items on our agenda for future development and are very open to your suggestions. If you are a MilkNotes Pro user, we invite you to send us your information to be listed on our website as a provider.  

We are also announcing that we are opening our blog to those of you who are part of our MilkNotes Family.  I would love to see what you are thinking about with regard to breastfeeding, private practice, babies, charting, any topic that interests you. If you like to write and have a talent for expressing your thoughts in written form, we would love to have you submit articles for our MilkNotes blog. It won’t be possible for us to publish all of them, but we want to tap into the wealth of knowledge and experience that all of you have. If you would like more information about how to submit an article for review, email [email protected]. I look forward to seeing the diversity of knowledge within our MilkNotes family.