AS
Ashley Santiago
Participant #HSF-2025-PBC-08412 · She/her · English
Active · Postpartum
6 wk postpartum
EPDS flag pending
Infant follow-up on track
Participant timelineExport →
Apr 24, 2026 · Today
EPDS postpartum depression screen scheduled Screening
Planned for today's 6-wk postpartum home visit (1:00 PM). If score ≥ 10, auto-referral to Center for Family Services already staged.
Scheduled by Maria Alvarez · Case Manager
Apr 1, 2026
Infant 2-week well-visit confirmed Infant follow-up
Elena weighed at Quantum Pediatrics: 3,405 g (gaining). Pediatrician confirmed feeding & jaundice screen normal. Next visit: 2-month on May 15.
Logged by Maria Alvarez
Mar 26, 2026
Postpartum home visit — 2 weeks Home visit
Mom recovering well, vaginal delivery, no lochia concerns. Reported mood "mostly OK, some days hard." Flagged for EPDS at 6-week visit. Elena feeding well, combo breast + 2 oz supplement at bedtime.
Maria Alvarez · 45 min on-site
Mar 12, 2026
Live birth — Elena Santiago Birth outcome
Vaginal delivery at 39 wk 4d · Good Samaritan Medical Center · 3,246 g · Apgar 8/9 · no NICU. Birth outcome record populated from delivery facility HL7 feed.
Imported from Good Samaritan Medical Center · verified by M. Alvarez
Feb 28, 2026 · 36 wk
Final prenatal home visit Home visit
Birth plan review · hospital bag checklist · car seat installed at home (verified). Ashley anxious about delivery; offered doula referral, declined.
Maria Alvarez · 60 min on-site
Nov 1, 2025
Referred to Palm Beach County WIC Referral
WIC enrollment referral sent electronically. Enrolled Nov 5, 2025. WIC benefits active through postpartum period.
Maria Alvarez
Oct 14, 2025 · 18 wk
Prenatal risk screen completed Screening
Score: 3 · Low-Medium risk. Flags: first pregnancy, limited family support. No medical risk factors.
Tamika Monroe · initial intake
Oct 10, 2025 · 17 wk
Healthy Start program enrollment Intake
Referred from Lakeside OB/GYN. Consent + HIPAA signed at intake. Initially assigned to Tamika Monroe; transferred to Maria Alvarez Jan 2026 for geography match.
Tamika Monroe · Intake Coordinator
Case notesExport →
Home visit · Postpartum
Mar 26, 2026 · 10:45 AM
2-week postpartum home visit. Mom recovering well, vaginal delivery. Lochia appropriate; no fever or redness. BP 118/76, pulse 74. Mom reports sleep "broken but OK" — roughly 5 hrs total in 2-hr blocks. Mood variable: "mostly OK, some days hard." Plan: EPDS screening at 6-wk visit. Elena feeding well, combo breast + 2 oz supplement at bedtime. Reviewed safe-sleep checklist, swaddling, PURPLE crying. Discussed when to call OB (heavy bleeding, fever, severe headache). Ashley's sister helping with overnight feeds 2 nights/wk.
Maria Alvarez · Case Manager II · 45 min on-site
Birth outcome entry
Mar 14, 2026 · 3:12 PM
Birth outcome confirmed from Good Samaritan Medical Center HL7 feed on Mar 13. Verified with Ashley by phone: baby Elena, 3,246 g, Apgar 8/9, vaginal delivery at 39 wk 4d, no NICU stay. Mom discharged Mar 14. Follow-up 2-wk postpartum home visit scheduled Mar 26.
Maria Alvarez · Case Manager II
Home visit · Prenatal 36 wk
Feb 28, 2026 · 2:15 PM
Final prenatal home visit. Reviewed birth plan: Ashley wants unmedicated but open to epidural. Car seat installed (verified by Maria with install photo). Hospital bag packed. Anxiety around delivery — offered doula referral, Ashley declined for cost reasons. Discussed when to go to hospital and what to bring. BP 122/78, fundus 35 cm, fetal movement normal. Confirmed Lakeside OB 38-wk appointment 3/7.
Maria Alvarez · 60 min on-site
Phone check-in
Jan 22, 2026
Bi-weekly check-in call. Ashley reports feeling "big and tired" but doing well. Attending all OB appointments. Gained 28 lbs total, within recommended range. Eating regularly thanks to WIC. No concerning symptoms. Has maternity leave approved through Kravis Center (employer). Next appointment with Lakeside OB Jan 28.
Maria Alvarez · 18 min
Childbirth ed × 3
Dec 2025 through Jan 2026
Completed all three virtual childbirth-education sessions through HSMN curriculum (weeks 30, 32, 34). Topics: labor stages, pain management options, comfort measures, newborn care, breastfeeding basics. Ashley engaged, asked good questions in each session. Received electronic completion certificate.
Maria Alvarez · Group session
Referral: WIC
Nov 5, 2025
Referral to Palm Beach County WIC completed. Ashley enrolled Nov 5. First appointment with Wendy Rios, RD, Nov 12. Reports receiving food package, satisfied. Will continue through postpartum period (up to 6 mo for non-breastfeeding, 1 yr for breastfeeding).
Maria Alvarez
Risk screen
Oct 14, 2025 · 11:30 AM
Prenatal Florida Healthy Start risk screen completed. Score: 3 · Low-Medium. Flags: first pregnancy (primip), limited family support (mom deceased, dad out-of-state). No medical risk factors. No substance use. Housing stable. Insurance: Medicaid pregnancy active. EDD March 14 per 20-wk ultrasound. Established with Lakeside OB (Dr. Ruiz) on Oct 1. Program of care approved.
Tamika Monroe · Intake Coordinator
Home visit · Initial
Oct 12, 2025
First home visit. Ashley lives alone in a 1-bedroom apartment in West Palm Beach (clean, well-lit, safe). Works part-time at Kravis Center box office. Ex-partner not involved. Close friend (Jessica) lives 10 min away. Ashley excited but nervous. Identified goals: attend all prenatal visits, complete childbirth education, establish pediatrician before delivery. Scheduled risk screen for 10/14.
Tamika Monroe · Intake Coordinator · 90 min on-site
Enrollment
Oct 10, 2025
Healthy Start MomCare Network enrollment complete. Referred by Lakeside OB/GYN after initial prenatal visit. HIPAA authorization + program consent signed electronically. 17 wk gestation per Dr. Ruiz. Insurance: Medicaid pregnancy active. Initial home visit scheduled for 10/12 with Tamika Monroe.
Tamika Monroe · Intake Coordinator
Services deliveredExport log →
Home visits × 6
Prenatal + postpartum · 90 / 60 / 45 min
Risk screening × 2
Prenatal (score 3) · Postpartum EPDS (today)
WIC enrollment
Enrolled at 22 wk · Palm Beach WIC
Childbirth ed × 3
Weeks 30, 32, 34 · virtual sessions
Phone check-ins × 8
Bi-weekly from enrollment
Postpartum home visit
2-wk post · Mar 26
Service encounter logCSV export →
| Date | Service | Code | Duration | Location | Provider | Billable |
|---|---|---|---|---|---|---|
| Apr 24, 2026 | Postpartum home visit (6-wk) | T1016 | 60 min | Participant home | M. Alvarez | $72.00 |
| Apr 1, 2026 | Infant follow-up documentation | T1017 | 15 min | Remote | M. Alvarez | n/a |
| Mar 26, 2026 | Postpartum home visit (2-wk) | T1016 | 45 min | Participant home | M. Alvarez | $72.00 |
| Feb 28, 2026 | Prenatal home visit (36 wk) | T1016 | 60 min | Participant home | M. Alvarez | $72.00 |
| Jan 22, 2026 | Targeted case mgmt check-in | T1017 | 18 min | Phone | M. Alvarez | $24.00 |
| Jan 14, 2026 | Childbirth education (session 3) | S9442 | 90 min | Virtual (group) | HSMN Curriculum | $38.00 |
| Dec 17, 2025 | Childbirth education (session 2) | S9442 | 90 min | Virtual (group) | HSMN Curriculum | $38.00 |
| Dec 3, 2025 | Childbirth education (session 1) | S9442 | 90 min | Virtual (group) | HSMN Curriculum | $38.00 |
| Nov 12, 2025 | WIC nutrition counseling | S9470 | 30 min | WIC office | W. Rios, RD | $48.00 |
| Oct 14, 2025 | Risk screening (prenatal) | H0031 | 40 min | Participant home | T. Monroe | $35.00 |
| Oct 12, 2025 | Initial home visit | T1016 | 90 min | Participant home | T. Monroe | $72.00 |
| Oct 10, 2025 | Healthy Start enrollment | T1028 | 60 min | Office | T. Monroe | $64.00 |
12 service encounters · $613.00 billable to Medicaid · all submitted and paid except most recent.
Referrals — closed-loop trackingNew referral →
Center for Family Services — Postpartum Depression
Behavioral health · Referred Apr 18, 2026 · Awaiting acknowledgment (> 72 hrs — SLA flag)
Auto-generated following EPDS screen prep. Score ≥ 10 on 6-wk visit will activate this referral.
SentApr 18
AckPending
Scheduled—
Completed—
Quantum Pediatrics — Dr. Sarah Lim
Infant pediatric care · Active, first visit complete
2-week well visit Apr 1 · weight 3,405 g, jaundice screen negative · next visit May 15.
SentMar 14
AckMar 15
ScheduledMar 26
CompletedApr 1
Palm Beach County WIC
Nutrition · Active · enrolled Nov 5, 2025
Ongoing benefits through postpartum period. First appointment with Wendy Rios RD, Nov 12. Food package received.
SentNov 1
AckNov 1
ScheduledNov 12
CompletedNov 12
Lakeside OB/GYN — Dr. Javier Ruiz
Prenatal + delivery care · Completed (post-delivery)
Primary prenatal provider from enrollment to delivery. 12 OB visits + delivery. Continuing for 6-wk postpartum OB check May 2.
SentOct 14
AckOct 14
ScheduledOct 20
CompletedMar 12
Palm Tran Connection
Non-emergency transport · Completed — not needed
Referral sent preemptively during intake. Ashley declined — owns a reliable vehicle.
SentDec 2
AckDec 2
ScheduledDeclined
CompletedDec 5
“Referrals are more accurate; referral process is more user friendly for case workers;
staff are more efficient; different templates of referrals with DCF and Career Source workflows
can exist in one module.”
— Early Learning Coalition team, using the same referrals module in production
Standardized screeningsScreening history →
EPDS (Edinburgh Postnatal Depression Scale)
6-wk postpartum · Scheduled today (Apr 24) · 10 questions · threshold ≥ 10
Florida Healthy Start Prenatal Risk Screen
Oct 14, 2025 · 18 wk gestation · Administered by T. Monroe
HITS (Hurt, Insult, Threaten, Scream)
IPV screen · Oct 14, 2025 · Private · re-screened Feb 28
PHQ-2 (Depression, 2-question)
Prenatal screen · Oct 14, 2025 · no escalation to PHQ-9 needed
Social Determinants of Health (PRAPARE-adapted)
Oct 12, 2025 · Housing · food · transportation · safety
Ages & Stages Questionnaire (ASQ-3)
2-month infant developmental · Due with May 15 well-visit
Birth outcome & infant recordEdit outcome →
Delivery & birth outcome
Birth date / timeMar 12, 2026 · 3:42 AM
Gestational age39 wk 4 d (term)
Delivery typeVaginal, unmedicated
Duration of labor11 hrs 20 min
Birth weight3,246 g (7 lb 2 oz)
Birth length49.5 cm
Head circ34 cm
Apgar 1 / 5 / 108 / 9 / 9
NICU stayNo
Breastfeeding initYes — within 1 hr
Delivery facilityGood Samaritan Medical Center
Attending OBDr. Javier Ruiz
Record sourceHL7 feed from delivery facility
Infant — Elena Santiago
Current age6 wk 2 d
Current weight4,185 g (Apr 1)
Growth percentile52nd (weight-for-age)
FeedingBreast + 2 oz supp/day
Sleep5 hrs (in 2-hr blocks)
Stool / voidsNormal
Jaundice screenNegative (Apr 1)
ImmunizationsHepB #1 at birth
PediatricianQuantum Pediatrics · Dr. Sarah Lim
Safe sleepBack, crib, no loose items (verified)
Car seatInstalled & inspected
Smoke exposureNone reported
Well-child schedule (Bright Futures)
NewbornGood Samaritan discharge exam · Mar 13Done
2 weeksQuantum Pediatrics · Apr 1 · 3,405 gDone
2 monthsQuantum Pediatrics · May 15 · HepB #2, DTaP #1, IPV #1, PCV13 #1, Hib #1, Rota #1Upcoming
4 monthsScheduled Jul 10 · HepB #3, DTaP #2, IPV #2, PCV13 #2, Hib #2, Rota #2Future
6 monthsScheduled Sep 12 · DTaP #3, Hib #3, PCV13 #3, Rota #3, Flu #1Future
9 monthsScheduled Dec 12 · ASQ-3 · dev screenFuture
12 monthsScheduled Mar 14, 2027 · MMR #1, Varicella #1, HepA #1Future
DocumentsUpload →
HIPAA authorization
E-signed Ashley Santiago · Oct 10, 2025
248 KB
Program consent — Healthy Start
E-signed · Oct 10, 2025
192 KB
Risk screen form — completed
T. Monroe · Oct 14, 2025 · Score 3
64 KB
20-week ultrasound
Lakeside OB · Nov 8, 2025
1.8 MB
Birth plan — Ashley
Feb 28, 2026 · uploaded by Ashley via portal
32 KB
Car-seat install photo
Maria Alvarez · Feb 28, 2026
2.4 MB
Birth certificate (copy)
Good Samaritan · Mar 14, 2026
420 KB
Delivery summary (HL7-imported)
Good Samaritan HL7 ADT · Mar 14, 2026
18 KB
Childbirth education certificate
HSMN curriculum · Jan 14, 2026
88 KB
2-wk infant well visit summary
Quantum Pediatrics · Apr 1, 2026
156 KB
Transfer consent (case hand-off)
E-signed · Jan 8, 2026 · T. Monroe → M. Alvarez
74 KB
Drop files here or click to upload — any file type, max 25 MB each
Audit log — immutable HIPAA recordExport full log →
| Timestamp | Actor | Action | Entity | Detail |
|---|---|---|---|---|
| 2026-04-24 08:12:04 | [email protected] | view | participant/HSF-2025-PBC-08412 | Opened from caseload dashboard |
| 2026-04-24 07:48:22 | [email protected] | create | case_note/00421 | Case note added, postpartum mood check |
| 2026-04-24 07:40:16 | [email protected] | create | screening/00118 (EPDS) | EPDS screening scheduled, auto-referral staged |
| 2026-04-01 11:20:34 | [email protected] | create | infant_visit/2wk | Infant 2-wk well visit confirmed, weight 3,405 g |
| 2026-03-26 10:45:08 | [email protected] | create | home_visit/00214 | Postpartum home visit (2-wk) — completed |
| 2026-03-14 15:12:44 | [email protected] | edit | birth_outcome/00088 | Birth outcome verified against HL7 feed from Good Samaritan |
| 2026-03-13 04:02:11 | HL7 import · good-samaritan | create | birth_outcome/00088 | ADT^A01 — live birth record imported |
| 2026-02-28 14:15:02 | [email protected] | create | home_visit/00201 | Final prenatal home visit (36 wk) |
| 2026-01-08 10:33:55 | [email protected] | edit | assignment/00042 | Transferred from T. Monroe → M. Alvarez (geography match) |
| 2025-11-05 09:14:21 | WIC export · palm-beach-wic | create | referral/00014 | WIC enrollment confirmed; ack received |
| 2025-11-01 13:02:05 | [email protected] | create | referral/00014 | WIC nutrition referral sent |
| 2025-10-14 11:31:14 | [email protected] | create | screening/00042 | Prenatal risk screen, score 3 |
| 2025-10-10 14:18:09 | [email protected] | create | participant/HSF-2025-PBC-08412 | Healthy Start enrollment; consents on file |
| 2025-10-10 14:16:45 | ashley.santiago@participant | edit | consent/hipaa | HIPAA authorization e-signed |
Immutable HIPAA log · cryptographically chained · every access & change recorded with actor, time, and hash. Click any row for the full audit entry.
Saved