Providing Quality Family Planning Services
Recommendations of CDC and the U.S. Office of Population Affairs
Continuing Education Examination available at http://www.cdc.gov/mmwr/cme/conted.html.
Recommendations and Reports / Vol. 63 / No. 4 April 25, 2014
U.S. Department of Health and Human Services
Centers for Disease Control and Prevention
Morbidity and Mortality Weekly Report
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Recommendations and Reports
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Suggested Citation: [Author names; first three, then et al., if more than six.] [Title]. MMWR 2014;63(No. RR-#):[inclusive page numbers].
Centers for Disease Control and Prevention
Thomas R. Frieden, MD, MPH, Director
Harold W. Jaffe, MD, MA, Associate Director for Science
Joanne Cono, MD, ScM, Acting Director, Office of Science Quality
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Michael F. Iademarco, MD, MPH, Director, Center for Surveillance, Epidemiology, and Laboratory Services
MMWR Editorial and Production Staff (Serials)
John S. Moran, MD, MPH, Acting Editor-in-Chief
Christine G. Casey, MD, Editor
Teresa F. Rutledge, Managing Editor
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Martha F. Boyd, Lead Visual Information Specialist
Maureen A. Leahy, Julia C. Martinroe,
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Matthew L. Boulton, MD, MPH, Ann Arbor, MI
Virginia A. Caine, MD, Indianapolis, IN
Barbara A. Ellis, PhD, MS, Atlanta, GA
Jonathan E. Fielding, MD, MPH, MBA, Los Angeles, CA
David W. Fleming, MD, Seattle, WA
William E. Halperin, MD, DrPH, MPH, Newark, NJ
King K. Holmes, MD, PhD, Seattle, WA
Timothy F. Jones, MD, Nashville, TN
Rima F. Khabbaz, MD, Atlanta, GA
Dennis G. Maki, MD, Madison, WI
Patricia Quinlisk, MD, MPH, Des Moines, IA
Patrick L. Remington, MD, MPH, Madison, WI
William Schaffner, MD, Nashville, TN
CONTENTS
Introduction ............................................................................................................1
Methods
....................................................................................................................3
Contraceptive Services
........................................................................................7
Pregnancy Testing and Counseling
............................................................. 13
Clients Who Want to Become Pregnant
..................................................... 14
Basic Infertility Services
.................................................................................... 15
Preconception Health Services
..................................................................... 16
Sexually Transmitted Disease Services
....................................................... 18
Related Preventive Health Services
............................................................. 20
Summary of Recommendations for Providing Family Planning and
Related Preventive Health Services
........................................................... 21
Conducting Quality Improvement
............................................................... 21
Conclusion
............................................................................................................ 25
Appendix A
........................................................................................................... 30
Appendix B
........................................................................................................... 35
Appendix C
........................................................................................................... 45
Appendix D
........................................................................................................... 47
Appendix E............................................................................................................ 48
Appendix F............................................................................................................ 51
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 1
Providing Quality Family Planning Services
Recommendations of CDC and the U.S. Office of Population Affairs
Prepared by
Loretta Gavin, PhD,
1
Susan Moskosky, MS,
2
Marion Carter, PhD,
1
Kathryn Curtis, PhD,
1
Evelyn Glass, MSPH,
2
Emily Godfrey,
MD,
1
Arik Marcell, MD,
3
Nancy Mautone-Smith, MSW,
2
Karen Pazol, PhD,
1
Naomi Tepper, MD,
1
Lauren Zapata, PhD
1
1
Division of Reproductive Health, National Center for Chronic Disease Prevention and Health Promotion, CDC
2
Office of Population Affairs, US Department of Health and Human Services, Rockville, Maryland
3
The Johns Hopkins University and the Male Training Center for Family Planning and Reproductive Health, Baltimore, Maryland
Summary
This report provides recommendations developed collaboratively by CDC and the Office of Population Affairs (OPA) of the
U.S. Department of Health and Human Services (HHS). The recommendations outline how to provide quality family planning
services, which include contraceptive services, pregnancy testing and counseling, helping clients achieve pregnancy, basic infertility
services, preconception health services, and sexually transmitted disease services. The primary audience for this report is all current
or potential providers of family planning services, including those working in service sites that are dedicated to family planning
service delivery as well as private and public providers of more comprehensive primary care.
The United States continues to face substantial challenges to improving the reproductive health of the U.S. population. Nearly
one half of all pregnancies are unintended, with more than 700,000 adolescents aged 15–19 years becoming pregnant each year
and more than 300,000 giving birth. One of eight pregnancies in the United States results in preterm birth, and infant mortality
rates remain high compared with those of other developed countries.
This report can assist primary care providers in offering family planning services that will help women, men, and couples achieve
their desired number and spacing of children and increase the likelihood that those children are born healthy. The report provides
recommendations for how to help prevent and achieve pregnancy, emphasizes offering a full range of contraceptive methods for
persons seeking to prevent pregnancy, highlights the special needs of adolescent clients, and encourages the use of the family planning
visit to provide selected preventive health services for women, in accordance with the recommendations for women issued by the
Institute of Medicine and adopted by HHS.
Corresponding preparers: Loretta Gavin, PhD, Division of Reproductive
Health, National Center for Chronic Disease Prevention and Health
Promotion, CDC. Telephone: 770-488-6284; E-mail: lcg6@cdc.gov;
Susan Moskosky, MS, Office of Population Affairs, US Department of
Health and Human Services. Telephone: 240-453-2818; E-mail:
Introduction
The United States continues to face challenges to improving
the reproductive health of the U.S. population. Nearly half (49%)
of all pregnancies are unintended (1). Although adolescent birth
rates declined by more than 61% during 1991–2012, the United
States has one of the highest adolescent pregnancy rates in the
developed world, with >700,000 adolescents aged 15–19 years
becoming pregnant each year and >300,000 giving birth (2,3).
Approximately one of eight pregnancies in the United States
results in a preterm birth, and infant mortality rates remain high
compared with other developed countries (3,4). Moreover, all
of these outcomes affect racial and ethnic minority populations
disproportionately (1–4).
Family planning services can help address these and other public
health challenges by providing education, counseling, and medical
services (5). Family planning services include the following:
• providing contraception to help women and men plan
and space births, prevent unintended pregnancies, and
reduce the number of abortions;
• offering pregnancy testing and counseling;
• helping clients who want to conceive;
• providing basic infertility services;
• providing preconception health services to improve infant
and maternal outcomes and improve womens and mens
health; and
• providing sexually transmitted disease (STD) screening
and treatment services to prevent tubal infertility and
improve the health of women, men, and infants.
This report provides recommendations developed
collaboratively by CDC and the Office of Population Affairs
(OPA) of the U.S. Department of Health and Human Services
(HHS). The recommendations outline how to provide family
planning services by:
Recommendations and Reports
2 MMWR / April 25, 2014 / Vol. 63 / No. 4
• defining a core set of family planning services for women
and men,
• describing how to provide contraceptive and other clinical
services, serve adolescents, and perform quality
improvements, and
• encouraging the use of the family planning visit to provide
selected preventive health services for women, in accordance
with the recommendations for women issued by the
Institute of Medicine (IOM) and adopted by HHS (6).
The collaboration between CDC and OPA drew on the
strengths of both agencies. CDC has a long-standing history of
developing evidence-based recommendations for clinical care,
and OPAs Title X Family Planning Program (7) has served as
the national leader in direct family planning service delivery
since the Title X program was established in 1970.
This report provides recommendations for providing care to
clients of reproductive age who are in need of family planning
services. These recommendations are intended for all current
or potential providers of family planning services, including
those funded by the Title X program.
Current Context of Family
Planning Services
Women of reproductive age often report that their family
planning provider is also their usual source of health care (8).
As the U.S. health-care system evolves in response to increased
efforts to expand health insurance coverage, contain costs, and
emphasize preventive care (9), providers of family planning
services will face new challenges and opportunities in care
delivery. For example, they will have increased opportunities
to serve new clients and to serve as gateways for their clients to
other essential health-care services. In addition, primary care
and other providers who provide a range of health-care services
will be expected to integrate family planning services for all
persons of reproductive age, including those whose primary
reason for their health-care visit might not be family planning.
Strengthened, multidirectional care coordination also will be
needed to improve health outcomes. For example, this type
of care coordination will be needed with clients referred to
specialist care after initial screening at a family planning visit,
as well as with specialists referring clients with family planning
needs to family planning providers.
Defining Quality in Family
Planning Service Delivery
The central premise underpinning these recommendations
is that improving the quality of family planning services will
lead to improved reproductive health outcomes (1012). IOM
defines health-care quality as the extent to which health-care
services improve health outcomes in a manner that is consistent
with current professional knowledge (10,13). According to
IOM, quality health care has the following attributes:
• Safety. These recommendations integrate other CDC
recommendations about which contraceptive methods can
be provided safely to women with various medical
conditions, and integrate CDC and U.S. Preventive
Services Task Force (USPSTF) recommendations on STD,
preconception, and related preventive health services.
• Effectiveness. These recommendations support offering
a full range of Food and Drug Administration
(FDA)–approved contraceptive methods as well as
counseling that highlights the effectiveness of contraceptive
methods overall and, in specific patient situations, draws
attention to the effectiveness of specific clinical preventive
health services and identifies clinical preventive health
services for which the potential harms outweigh the
benefits (i.e., USPSTF “D” recommendations).
• Client-centered approach. These recommendations
encourage taking a client-centered approach by
1) highlighting that the client’s primary purpose for
visiting the service site must be respected, 2) noting the
importance of confidential services and suggesting ways
to provide them, 3) encouraging the availability of a broad
range of contraceptive methods so that clients can make
a selection based on their individual needs and preferences,
and 4) reinforcing the need to deliver services in a
culturally competent manner so as to meet the needs of
all clients, including adolescents, those with limited
English proficiency, those with disabilities, and those who
are lesbian, gay, bisexual, transgender, or questioning their
sexual identity (LGBTQ). Organizational policies,
governance structures, and individual attitudes and
practices all contribute to the cultural competence of a
health-care entity and its staff. Cultural competency within
a health-care setting refers to attitudes, practices, and
policies that enable professionals to work effectively in
cross-cultural situations (1416).
• Timeliness. These recommendations highlight the
importance of ensuring that services are provided to clients
in a timely manner.
• Efficiency. These recommendations identify a core set of
services that providers can focus on delivering, as well as
ways to maximize the use of resources.
• Accessibility. These recommendations address how to
remove barriers to contraceptive use, use the family planning
visit to provide access to a broader range of primary care
and behavioral health services, use the primary care visit to
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 3
provide access to contraceptive and other family planning
services, and strengthen links to other sources of care.
• Equity. These recommendations highlight the need for
providers of family planning services to deliver high-
quality care to all clients, including adolescents, LGBTQ
persons, racial and ethnic minorities, clients with limited
English proficiency, and persons living with disabilities.
• Value. These recommendations highlight services (i.e.,
contraception and other clinical preventive services) that
have been shown to be very cost-effective (1719).
Methods
Recommendations Development Process
The recommendations were developed jointly under the
auspices of CDC’s Division of Reproductive Health and
OPA, in consultation with a wide range of experts and key
stakeholders. More information about the processes used to
conduct systematic reviews, the role of technical experts in
reviewing the evidence, and the process of using the evidence
to develop recommendations is provided (Appendix A). A
multistage process was used to develop the recommendations
that drew on established procedures for developing clinical
guidelines (20,21). First, an Expert Work Group* was formed
comprising family planning clinical providers, program
administrators, and representatives from relevant federal
agencies and professional medical associations to help define
the scope of the recommendations. Next, literature about
three priority topics (i.e., counseling and education, serving
adolescents, and quality improvement) was reviewed by using
the USPSTF methodology for conducting systematic reviews
(22). The results were presented to three technical panels
comprising subject matter experts (one panel for each priority
topic) who considered the quality of the evidence and made
suggestions for what recommendations might be supported on
the basis of the evidence. In a separate process, existing clinical
recommendations on womens and mens preventive services
were compiled from more than 35 federal and professional
medical associations, and these results were presented to two
technical panels of subject matter experts, one that addressed
womens clinical services and one that addressed mens clinical
services. The panels provided individual feedback about
which clinical preventive services should be offered in a family
planning setting and which clinical recommendations should
receive the highest consideration.
CDC and OPA used the input from the subject matter
experts to develop a set of core recommendations and asked
the Expert Work Group to review them. The members of
the Expert Work Group were more familiar with the family
planning service delivery context than the members of the
Technical Panel and thus could better comment on the
feasibility and appropriateness of the recommendations,
as well as the supporting evidence. The Expert Work
Group considered the core recommendations by using the
following criteria: 1) the quality of the evidence; 2) the
positive and negative consequences of implementing the
recommendations on health outcomes, costs or cost-savings,
and implementation challenges; and 3) the relative importance
of these consequences, (e.g., the likelihood that implementation
of the recommendation will have a substantial effect on health
outcomes might be considered more than the logistical
challenges of implementing it) (20). In certain cases, when
the evidence from the literature reviews was inconclusive or
incomplete, recommendations were made on the basis of expert
opinion. Finally, CDC and OPA staff considered the individual
feedback from Expert Work Group members when finalizing
the core recommendations and writing the recommendations
document. A description of how the recommendations link
to the evidence is provided together with the rationale for the
inclusion of each recommendation in this report (Appendix B).
The evidence used to prepare these recommendations
will appear in background papers that will be published
separately. Resources that will help providers implement the
recommendations will be provided through a web-based tool
kit that will be available at http://www.hhs.gov/opa.
Audience for the Recommendations
The primary audience for this report is all providers or
potential providers of family planning services to clients of
reproductive age, including providers working in clinics that
are dedicated to family planning service delivery, as well as
private and public providers of more comprehensive primary
care. Providers of dedicated family planning services might be
less familiar with the specific recommendations for the delivery
of preconception services. Providers of more comprehensive
primary care might be less familiar with the delivery of
contraceptive services, pregnancy testing and counseling, and
services to help clients achieve pregnancy.
This report can be used by medical directors to write clinical
protocols that describe how care should be provided. Job aids
and other resources for use in service sites are being developed
and will be made available when ready through OPAs website
(http://www.hhs.gov/opa).
* A list of the members of the Expert Work Group appears on page 52.
A list of the members of the technical panels appears on pages 52 and 53.
Recommendations and Reports
4 MMWR / April 25, 2014 / Vol. 63 / No. 4
In this report, the term “provider” refers to any staff member
who is involved in providing family planning services to a
client. This includes physicians, physician assistants, nurse
practitioners, nurse-midwives, nursing staff, and health
educators. The term “service site” represents the numerous
settings in which family planning services are delivered, which
include freestanding service sites, community health centers,
private medical facilities, and hospitals. A list of special terms
used in this report is provided (Box 1).
The recommendations are designed to guide general clinical
practice; however, health-care providers always should consider
the individual clinical circumstances of each person seeking
family planning services. Similarly, these recommendations
might need to be adapted to meet the needs of particular
populations, such as clients who are HIV-positive or who are
substance users.
Organization of the Recommendations
This report is divided into nine sections. An initial section
provides an overview of steps to assess the needs of a client
and decide what family planning services to offer. Subsequent
sections describe how to provide each of the following services:
contraceptive services, pregnancy testing and counseling, helping
clients achieve pregnancy, basic infertility services, preconception
health services, STD services and related preventive health services.
A final section on quality improvement describes actions that all
providers of family planning services should consider to ensure
that services are of high quality. More detailed information about
selected topics addressed in the recommendations is provided
(Appendices A–F).
These recommendations focus on the direct delivery of care
to individual clients. However, parallel steps might need to be
taken to maintain the systems required to support the provision of
quality services for all clients (e.g., record-keeping procedures that
preserve client confidentiality, procedures that improve efficiency
and reduce clients’ wait time, staff training to ensure that all clients
are treated with respect, and the establishment and maintenance
of a strong system of care coordination and referrals).
Client Care
Family planning services are embedded within a broader
framework of preventive health services (Figure 1). In this
report, health services are divided into three main categories:
• Family planning services. These include contraceptive
services for clients who want to prevent pregnancy and space
births, pregnancy testing and counseling, assistance to achieve
pregnancy, basic infertility services, STD services (including
HIV/AIDS), and other preconception health services (e.g.,
screening for obesity, smoking, and mental health). STD/HIV
and other preconception health services are considered family
planning services because they improve womens and mens
health and can influence a persons ability to conceive or to
have a healthy birth outcome.
• Related preventive health services. These include services
that are considered to be beneficial to reproductive health,
BOX 1. Definitions of quality terms used in this report
Accessible. The timely use of personal health services
to achieve the best possible health outcomes.*
Client-centered. Care is respectful of, and responsive
to, individual client preferences, needs, and values; client
values guide all clinical decisions.
Effective. Services are based on scientific knowledge and
provided to all who could benefit and are not provided to
those not likely to benefit.
Efficient. Waste is avoided, including waste of equipment,
supplies, ideas, and energy.
Equitable. Care does not vary in quality because of the
personal characteristics of clients (e.g., sex, race/ethnicity,
geographic location, insurance status, or socioeconomic
status).
Evidence-based. The process of integrating science-
based interventions with community preferences to
improve the health of populations.
§
Health-care quality. The degree to which health-care
services for individuals and populations increase the
likelihood of desired health outcomes and are consistent
with current professional knowledge.
Process. Whether services are provided correctly and
completely and how clients perceive the care they receive.
Safe. Avoids injuries to clients from the care that is
intended to help them.
Structure. The characteristics of the settings in which
providers deliver health care, including material resources,
human resources, and organizational structure.
Timely. Waits and sometimes harmful delays for both
those who receive and those who provide care are reduced.
Value. The care provides good return relative to the costs
involved, such as a return on investment or a reduction in
the per capita cost of health care.*
* Source: Institute of Medicine. Future directions for the national healthcare
quality and disparities reports. Ulmer C, Bruno M, Burke S, eds.
Washington, DC: The National Academies Press; 2010.
Source: Institute of Medicine. Crossing the quality chasm: a new health
system for the 21st century. Committee on Quality of Health Care in
America, ed. Washington, DC: National Academies of Science; 2001.
§
Source: Kohatsu ND, Robinson JG, Torner JC. Evidence-based public
health: an evolving concept. Am J Prev Med 2004;27:417–21.
Source: Donabedian A. The quality of care. JAMA 1988;260:1743–8.
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 5
are closely linked to family planning services, and are
appropriate to deliver in the context of a family planning visit
but that do not contribute directly to achieving or preventing
pregnancy (e.g., breast and cervical cancer screening).
• Other preventive health services. These include
preventive health services for women that were not
included above (6), as well as preventive services for men.
Screening for lipid disorders, skin cancer, colorectal cancer,
or osteoporosis are examples of this type of service.
Although important in the context of primary care, these
have no direct link to family planning services.
Providers of family planning services should be trained and
equipped to offer all family planning and related preventive
health services so that they can provide optimal care to clients,
with referral for specialist care, as needed. Other preventive
health services should be available either on-site or by referral,
but these recommendations do not address this category
of services. Information about preventive services that are
beyond the scope of this report is available at http://www.
uspreventiveservicestaskforce.org.
Determining the Client’s Need for Services
These recommendations apply to two types of encounters
with women and men of reproductive age. In the first type of
encounter, the primary reason for a client’s visit to a health-
care provider is related to preventing or achieving pregnancy,
(i.e., contraceptive services, pregnancy testing and counseling,
or becoming pregnant). Other aspects of managing pregnancy
(e.g., prenatal and delivery care ) are not addressed in these
recommendations. For clients seeking to prevent or achieve
pregnancy, providers should assess whether the client needs
other related services and offer them to the client. In the second
type of encounter, the primary reason for a client’s visit to a
health-care provider is not related to preventing or achieving
pregnancy. For example, the client might come in for acute
care (e.g., a male client coming in for STD symptoms or as
a contact of a person with an STD), for chronic care, or for
another preventive service. In this situation, providers not only
should address the clients primary reason for the visit but also
assess the client’s need for services related to preventing or
achieving pregnancy.
A clinical pathway of family planning services for women and
men of reproductive age is provided (Figure 2). The following
questions can help providers determine what family planning
services are most appropriate for a given visit.
• What is the client’s reason for the visit? It is essential to
understand the client’s goals for the visit and address those
needs to the extent possible.
• Does the client have another source of primary health
care? Understanding whether a provider is the main source
of primary care for a client will help identify what
preventive services a provider should offer. If a provider is
the client’s main source of primary care, it will be
important to assess the client’s needs for the other services
listed in this report. If the client receives ongoing primary
care from another provider, the provider should confirm
that the clients preventive health needs are met while
avoiding the delivery of duplicative services.
• What is the client’s reproductive life plan? An assessment
should be made of the client’s reproductive life plan, which
outlines personal goals about becoming pregnant (2325)
(Box 2).The provider should avoid making assumptions
about the client’s needs based on his or her characteristics,
such as sexual orientation or disabilities. For clients whose
initial reason for coming to the service site was not related to
preventing or achieving pregnancy, asking questions about
his or her reproductive life plan might help identify unmet
reproductive health-care needs. Identifying a need for
contraceptive services might be particularly important given
the high rate of unintended pregnancy in the United States.
If the client does not want a child at this time and is
sexually active, then offer contraceptive services.
If the client desires pregnancy testing, then provide
pregnancy testing and counseling.
If the client wants to have a child now, then provide
services to help the client achieve pregnancy.
FIGURE 1. Family planning and related and other preventive health
services
Family planning services
Contraceptive services
Pregnancy testing and
counseling
Achieving pregnancy
Basic infertility services
Preconception health
Sexually transmitted
disease services
Related preventive
health services
(e.g., screening for breast
and cervical cancer)
Other preventive
health services
(e.g., screening for lipid
disorders)
Recommendations and Reports
6 MMWR / April 25, 2014 / Vol. 63 / No. 4
If the client wants to have a child and is experiencing
difficulty conceiving, then provide basic infertility services.
• Does the client need preconception health services?
Preconception health services (such as screening for
obesity, smoking, and mental health) are a subset of all
preventive services for women and men. Preconception
health care is intended to promote the health of women
and men of reproductive age before conception, with the
goal of improving pregnancy-related outcomes (24).
Preconception health services are also important because
they improve the health of women and men, even if they
choose not to become pregnant. The federal and
professional medical recommendations cited in this report
should be followed when determining which preconception
health services a client might need.
• Does the client need STD services? The need for STD
services, including HIV/AIDS testing, should be considered
at every visit. Many clients requesting contraceptive services
also might meet the criteria for being at risk of one or more
STDs. Screening for chlamydia and gonorrhea is especially
important in a family planning context because these STDs
contribute to tubal infertility if left untreated. STD services
are also necessary to maximize preconception health. The
federal recommendations cited in this report should be
followed when determining which STD services a client
might need. Aspects of managing symptomatic STDs are
not addressed in these recommendations.
• What other related preventive health services does the
client need? Whether the client needs related preventive
health services, such as breast and cervical cancer screening
for female clients, should be assessed. The federal and
professional medical recommendations cited in this report
should be followed when determining which related
preventive health services a client might need.
FIGURE 2. Clinical pathway of family planning services for women and men of reproductive age
Reason for visit is related to
preventing or achieving
pregnancy
Initial reason for visit is not
related to preventing or
achieving pregnancy
Acute care
Chronic care management
Preventive services
If services are not needed at this
visit, reassess at subsequent visits
If needed,
provide
services
Contraceptive
services
Pregnancy
testing and
counseling
Achieving
pregnancy
Basic
infertility
services
Sexually
transmitted
disease
services
Preconception
health
services
Related
preventive
health
services
Clients also should be
provided these
services, per
clinical recommendations
Clients
also should
be provided
or referred for these services,
per clinical recommendations
Determine the need for services among
female and male clients of reproductive age
Assess reason for visit
Assess source of primary care
Assess reproductive life plan
Assess need for services related
to preventing or achieving
pregnancy
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 7
The individual clients needs should be considered when
determining what services to offer at a given visit. It might not
be feasible to deliver all the needed services in a single visit, and
they might need to be delivered over the course of several visits.
Providers should tailor services to meet the specific needs of
the population they serve. For example, clients who are trying
to achieve pregnancy and those at high risk of unintended
pregnancy should be given higher priority for preconception
health services. In some cases, the provider will deliver the
initial screening service but then refer to another provider for
further diagnosis or follow-up care.
The delivery of preconception, STD, and related preventive
health services should not become a barrier to a client’s ability
to receive services related to preventing or achieving pregnancy.
For these clients, receiving services related to preventing or
achieving pregnancy is the priority; if other family planning
services cannot be delivered at the initial visit, then follow-up
visits should be scheduled.
In addition, professional recommendations for how to
address the needs of diverse clients, such as LGBTQ persons
(2632) or persons with disabilities (33), should be consulted
and integrated into procedures, as appropriate. For example,
as noted before, providers should avoid making assumptions
about a client’s gender identity, sexual orientation, race,
or ethnicity; all requests for services should be treated
without regard to these characteristics. Similarly, services for
adolescents should be provided in a “youth-friendly” manner,
which means that they are accessible, equitable, acceptable,
appropriate, comprehensive, effective, and efficient for youth,
as recommended by the World Health Organization (34).
Contraceptive Services
Providers should offer contraceptive services to clients who
wish to delay or prevent pregnancy. Contraceptive services
should include consideration of a full range of FDA-approved
contraceptive methods, a brief assessment to identify the
contraceptive methods that are safe for the client, contraceptive
counseling to help a client choose a method of contraception
and use it correctly and consistently, and provision of one or
more selected contraceptive method(s), preferably on site, but
by referral if necessary. Contraceptive counseling is defined as
a process that enables clients to make and follow through on
decisions about their contraceptive use. Education is an integral
component of the contraceptive counseling process that helps
clients to make informed decisions and obtain the information
they need to use contraceptive methods correctly.
Key steps in providing contraceptive services, including
contraceptive counseling and education, have been outlined
(Box 3). These key steps are in accordance with the five principles
of quality counseling (Appendix C). To help a client who is
initiating or switching to a new method of contraception,
providers should follow these steps. These steps most likely will
be implemented iteratively when working with a client and
should help clients adopt, change, or maintain contraceptive use.
Step 1. Establish and maintain rapport with the client.
Providers should strive to establish and maintain rapport.
Strategies to achieve these goals include the following:
• using open-ended questions;
• demonstrating expertise, trustworthiness, and accessibility;
• ensuring privacy and confidentiality;
• explaining how personal information will be used;
• encouraging the client to ask questions and share
information;
• listening to and observing the client; and
• being encouraging and demonstrating empathy and
acceptance.
Step 2. Obtain clinical and social information from
the client. Providers should ask clients about their medical
history to identify methods that are safe. In addition, to learn
more about factors that might influence a clients choice of a
contraceptive method, providers should confirm the client’s
pregnancy intentions or reproductive life plan, ask about the
client’s contraceptive experiences and preferences, and conduct
a sexual health assessment. When available, standardized tools
should be used.
• Medical history. A medical history should be taken to
ensure that methods of contraception being considered
by a client are safe for that particular client. For a female
client, the medical history should include menstrual
history (including last menstrual period, menstrual
frequency, length and amount of bleeding, and other
BOX 2. Recommended questions to ask when assessing a client’s
reproductive life plan
Providers should discuss a reproductive life plan with
clients receiving contraceptive, pregnancy testing and
counseling, basic infertility, sexually transmitted disease,
and preconception health services in accordance with
CDC’s recommendation that all persons capable of having
a child should have a reproductive life plan.*
Providers should assess the client’s reproductive life plan
by asking the client questions such as:
• Do you have any children now?
• Do you want to have (more) children?
• How many (more) children would you like to have
and when?
* Source: CDC. Recommendations to improve preconception health and
health care—United States: a report of the CDC/ATSDR Preconception
Care Work Group and the Select Panel on Preconception Care. MMWR
2006;55(No. RR-6).
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8 MMWR / April 25, 2014 / Vol. 63 / No. 4
patterns of uterine/vaginal bleeding), gynecologic and
obstetrical history, contraceptive use, allergies, recent
intercourse, recent delivery, miscarriage, or termination,
and any relevant infectious or chronic health condition
and other characteristics and exposures (e.g., age,
postpartum, and breastfeeding) that might affect the
client’s medical eligibility criteria for contraceptive
methods (35). Clients considering combined hormonal
contraception should be asked about smoking tobacco, in
accordance with CDC guidelines on contraceptive use
(35). Additional details about the methods of contraception
that are safe to use for female clients with specific medical
conditions and characteristics (e.g., hypertension) are
addressed in previously published guidelines (35). For a
male client, a medical history should include use of
condoms, known allergies to condoms, partner use of
contraception, recent intercourse, whether his partner is
currently pregnant or has had a child, miscarriage, or
termination, and the presence of any infectious or chronic
health condition. However, the taking of a medical history
should not be a barrier to making condoms available in
the clinical setting (i.e., a formal visit should not be a
prerequisite for a client to obtain condoms).
• Pregnancy intention or reproductive life plan. Each
client should be encouraged to clarify decisions about her
or his reproductive life plan (i.e., whether the client wants
to have any or more children and, if so, the desired timing
and spacing of those children) (24).
• Contraceptive experiences and preferences. Method-
specific experiences and preferences should be assessed by
asking questions such as, “What method(s) are you
currently using, if any?”; “What methods have you used
in the past?”; “Have you previously used emergency
contraception?”; “Did you use contraception at last sex?”;
“What difficulties did you experience with prior methods
if any (e.g., side effects or noncompliance)?”; “Do you
have a specific method in mind?”; and “Have you discussed
method options with your partner, and does your partner
have any preferences for which method you use?” Male
clients should be asked if they are interested in vasectomy.
• Sexual health assessment. A sexual history and risk
assessment that considers the client’s sexual practices,
partners, past STD history, and steps taken to prevent
STDs (36) is recommended to help the client select the
most appropriate method(s) of contraception. Correct and
consistent condom use is recommended for those at risk
for STDs. CDC recommendations for how to conduct a
sexual health assessment have been summarized (Box 4).
Step 3. Work with the client interactively to select the most
effective and appropriate contraceptive method. Providers
should work with the client interactively to select an effective
and appropriate contraceptive method. Specifically, providers
should educate the client about contraceptive methods that
the client can safely use, and help the client consider potential
barriers to using the method(s) under consideration. Use of
decision aids (e.g., computerized programs that help a client
to identify a range of methods that might be appropriate for
the client based on her physical characteristics such as health
conditions or preferences about side effects) before or while
waiting for the appointment can facilitate and maximize the
utility of the time spent on this step.
Providers should inform clients about all contraceptive
methods that can be used safely. Before the health-care visit,
clients might have only limited information about all or
specific methods of contraception (37). A broad range of
methods, including long-acting reversible contraception (i.e.,
intrauterine devices [IUDs] and implants), should be discussed
with all women and adolescents, if medically appropriate.
Providers are encouraged to present information on potential
reversible methods of contraception by using a tiered approach
(i.e., presenting information on the most effective methods first,
before presenting information on less effective methods) (38,39).
This information should include an explanation that long-
acting reversible contraceptive methods are safe and effective for
most women, including those who have never given birth and
adolescents (35). Information should be tailored and presented
to ensure a client-centered approach. It is not appropriate to omit
presenting information on a method solely because the method
is not available at the service site. If not all methods are available
at the service site, it is important to have strong referral links in
place to other providers to maximize opportunities for clients
to obtain their preferred method that is medically appropriate.
BOX 3. Steps in providing contraceptive services, including
contraceptive counseling* and education
• Establish and maintain rapport with the client.
• Obtain clinical and social information from the client.
• Work with the client interactively to select the most
effective and appropriate contraceptive method.
• Conduct a physical assessment related to
contraceptive use, only when warranted.
• Provide the contraceptive method along with
instructions about correct and consistent use, help the
client develop a plan for using the selected method
and for follow up, and confirm client understanding.
* Key principles of providing quality counseling including education have
been outlined (Appendix C).
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MMWR / April 25, 2014 / Vol. 63 / No. 4 9
For clients who have completed childbearing or do not plan
to have children, permanent sterilization (female or male) is an
option that may be discussed. Both female and male sterilization
are safe, are highly effective, and can be performed in an office
or outpatient surgery setting (40,41). Women and men should
be counseled that these procedures are not intended to be
reversible and that other highly effective, reversible methods of
contraception (e.g., implants or IUDs) might be an alternative
if they are unsure about future childbearing. Clients interested
in sterilization should be referred to an appropriate source of
care if the provider does not perform the procedure.
When educating clients about contraceptive methods that
the clients can use safely, providers should ensure that clients
understand the following:
• Method effectiveness. A contraceptive method’s rate of
typical effectiveness, or the percentage of women
experiencing an unintended pregnancy during the first
year of typical use, is an important consideration (Figure 3;
Appendix D) (38,42).
• Correct use of the method. The mode of administration
and understanding how to use the method correctly might
be important considerations for the client when choosing
a method. For example, receiving a contraceptive injection
every 3 months might not be acceptable to a woman who
fears injections. Similarly, oral contraceptives might not
be acceptable to a woman who is concerned that she might
not be able to remember to take a pill every day.
• Noncontraceptive benefits. Many contraceptives have
noncontraceptive benefits, in addition to preventing
pregnancy, such as reducing heavy menstrual bleeding.
Although the noncontraceptive benefits are not generally
the major determinant for selecting a method, awareness
of these benefits can help clients decide between two or
more suitable methods and might enhance the clients
motivation to use the method correctly and consistently.
• Side effects. Providers should inform the client about risks
and side effects of the method(s) under consideration, help
the client understand that certain side effects of contraceptive
methods might disappear over time, and encourage the
client to weigh the experience of coping with side effects
against the experience and consequences of an unintended
pregnancy. The provider should be prepared to discuss and
correct misperceptions about side effects. Clients also should
be informed about warning signs for rare, but serious,
adverse events with specific contraceptive methods, such as
stroke and venous thromboembolism with use of combined
hormonal methods.
• Protection from STDs, including HIV. Clients should
be informed that contraceptive methods other than
condoms offer no protection against STDs, including
HIV. Condoms, when used correctly and consistently,
help reduce the risk of STDs, including HIV, and provide
protection against pregnancy. Dual protection (i.e.,
protection from both pregnancy and STDs) is important
for clients at risk of contracting an STD, such as those
with multiple or potentially infected partner(s). Dual
protection can be achieved through correct and consistent
use of condoms with every act of sexual intercourse, or
correct and consistent use of a condom to prevent infection
plus another form of contraception to prevent pregnancy.
(For more information about preventing and treating
STDs, see STD Services.)
When educating clients about the range of contraceptive
methods, providers should ensure that clients have information
that is medically accurate, balanced, and provided in a
nonjudgmental manner. To assist clients in making informed
decisions, providers should educate clients in a manner that
can be readily understood and retained. The content, format,
method, and medium for delivering education should be
evidence-based (see Appendix E).
When working with male clients, when appropriate, providers
should discuss information about female-controlled methods
BOX 4. Steps in conducting a sexual health assessment*
• Practices: Explore the types of sexual activity in which
the patient engages (e.g., vaginal, anal, or oral sex).
• Pregnancy prevention: Discuss current and future
contraceptive options. Ask about current and previous
use of methods, use of contraception at last sex,
difficulties with contraception, and whether the client
has a particular method in mind.
• Partners: Ask questions to determine the number, gender
(men, women, or both), and concurrency of the patients
sex partners (if partner had sex with another partner while
still in a sexual relationship with the patient). It might be
necessary to define the term “partner” to the patient or use
other, relevant terminology.
• Protection from sexually transmitted diseases
(STDs): Ask about condom use, with whom they do
or do not use condoms, and situations that make it
harder or easier to use condoms. Topics such as
monogamy and abstinence also can be discussed.
• Past STD history: Ask about any history of STDs,
including whether their partners have ever had an
STD. Explain that the likelihood of an STD is higher
with a past history of an STD.
* Source: CDC. Sexually transmitted diseases treatment guidelines, 2010.
MMWR 2010;59(No. RR-12).
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10 MMWR / April 25, 2014 / Vol. 63 / No. 4
(including emergency contraception) encourage discussion of
contraception with partners, and provide information about how
partners can access contraceptive services. Male clients should
also be reminded that condoms should be used correctly and
consistently to reduce risk of STDs, including HIV.
When working with any client, encourage partner
communication about contraception, as well as understanding
partner barriers (e.g., misperceptions about side effects) and
facilitators (e.g., general support) of contraceptive use (4346).
The provider should help the client consider potential
barriers to using the method(s) under consideration. This
includes consideration of the following factors:
• Social-behavioral factors. Social-behavioral factors might
influence the likelihood of correct and consistent use of
contraception (47). Providers should help the client
consider the advantages and disadvantages of the
method(s) being considered, the clients feelings about
using the method(s), how her or his partner is likely to
respond, the clients peers’ perceptions of the method(s),
and the client’s confidence in being able to use the method
correctly and consistently (e.g., using a condom during
every act of intercourse or remembering to take a pill every
day) (37).
• Intimate partner violence and sexual violence. Current
and past intimate partner sexual or domestic violence
might impede the correct and consistent use of
contraception, and might be a consideration when
choosing a method (4749). For example, an IUD might
FIGURE 3. The typical effectiveness of Food and Drug Administration–approved contraceptive methods
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MMWR / April 25, 2014 / Vol. 63 / No. 4 11
be preferred because it does not require the partners
participation. The medical history might provide
information on signs of current or past violence and, if
not, providers should ask clients about relationship issues
that might be potential barriers to contraceptive use. In
addition, clients experiencing intimate partner violence
or sexual violence should be referred for appropriate care.
• Mental health and substance use behaviors. Mental health
(e.g., depression, anxiety disorders, and other mental
disorders) and substance use behaviors (e.g., alcohol use,
prescription abuse, and illicit drug use) might affect a clients
ability to correctly and consistently use contraception
(47,50). The medical history might provide information
about the signs of such conditions or behaviors, and if not,
providers should ask clients about substance use behaviors
or mental health disorders, such as depression or anxiety,
that might interfere with the motivation or ability to follow
through with contraceptive use. If needed, clients with
mental health disorders or risky substance use behaviors
should be referred for appropriate care.
Step 4. Conduct a physical assessment related to
contraceptive use, when warranted. Most women will need
no or few examinations or laboratory tests before starting a
method of contraception. Guidance on necessary examinations
and tests related to initiation of contraception is available (42).
A list of assessments that need to be conducted when providing
reversible contraceptive services to a female client seeking to
initiate or switch to a new method of reversible contraception is
provided (Table 1) (42). Clinical evaluation of a client electing
permanent sterilization should be guided by the clinician who
performs the procedure. Recommendations for contraceptive
use are available (42). Key points include the following:
• Blood pressure should be taken before initiating the use
of combined hormonal contraception.
• Providers should assess the current pregnancy status of
clients receiving contraception (42), which provides
guidance on how to be reasonably certain that a woman
is not pregnant at the time of contraception initiation. In
most cases, a detailed history provides the most accurate
assessment of pregnancy risk in a woman about to start
using a contraceptive method. Routine pregnancy testing
for every woman is not necessary.
• Weight measurement is not needed to determine medical
eligibility for any method of contraception because all
methods generally can be used among obese women.
However, measuring weight and calculating BMI at baseline
might be helpful for monitoring any changes and counseling
women who might be concerned about weight change
perceived to be associated with their contraceptive method.
• Unnecessary medical procedures and tests might create
logistical, emotional, or economic barriers to contraceptive
access for some women, particularly adolescents and low-
income women, who have high rates of unintended
pregnancies (1,51,52). For both adolescent and adult
female clients, the following examinations and tests are
not needed routinely to provide contraception safely to a
healthy client (although they might be needed to address
other non-contraceptive health needs) (42):
pelvic examinations, unless inserting an intrauterine
device (IUD) or fitting a diaphragm;
cervical cytology or other cancer screening, including
clinical breast exam;
human immunodeficiency virus (HIV) screening; and
laboratory tests for lipid, glucose, liver enzyme, and
hemoglobin levels or thrombogenic mutations.
For male clients, no physical examination needs to be
performed before distributing condoms.
Step 5. Provide the contraceptive method along with
instructions about correct and consistent use, help the
client develop a plan for using the selected method and for
follow-up, and confirm client understanding.
• A broad range of FDA-approved contraceptive methods
should be available onsite. Referrals for methods not
available onsite should be provided for clients who indicate
they prefer those methods. When providing contraception,
providers should instruct the client about correct and
consistent use and employ the following strategies to
facilitate a client’s use of contraception:
Provide onsite dispensing;
Begin contraception at the time of the visit rather than
waiting for next menses (also known as “quick start”) if
the provider can reasonably be certain that the client is
not pregnant (42). A provider can be reasonably certain
that a woman is not pregnant if she has no symptoms or
signs of pregnancy and meets any one of the following
criteria (42,53):
ˏ is ≤7 days after the start of normal menses,
ˏ has not had sexual intercourse since the start of last
normal menses,
ˏ has been using a reliable method of contraception
correctly and consistently,
ˏ is ≤7 days after spontaneous or induced abortion,
ˏ is within 4 weeks postpartum,
ˏ is fully or nearly fully breastfeeding (exclusively
breastfeeding or the vast majority [≥85%] of feeds are
breastfeeds), amenorrheic, and <6 months postpartum;
Provide or prescribe multiple cycles (ideally a full years
supply) of oral contraceptive pills, the patch, or the ring
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12 MMWR / April 25, 2014 / Vol. 63 / No. 4
to minimize the number of times a client has to return to
the service site;
Make condoms easily and inexpensively available; and
If a client chooses a method that is not available on-site
or the same day, provide the client another method to
use until she or he can start the chosen method.
• Help the client develop a plan for using the selected
method. Using a method incorrectly or inconsistently and
having gaps in contraceptive protection because of method
switching both increase the likelihood of an unintended
pregnancy (37). After the method has been provided, or
a plan put into place to obtain the chosen method,
providers should help the client develop an action plan
for using the selected method.
Providers should encourage clients to anticipate reasons
why they might not use their chosen method(s) correctly or
consistently, and help them develop strategies to deal with
these possibilities. For example, for a client selecting oral
contraceptive pills who might forget to take a pill, the provider
can work with the client to identify ways to routinize daily
pill taking (e.g., use of reminder systems such as daily text
messages or cell phone alarms). Providers also may inform
clients about the availability of emergency contraceptive pills
and may provide clients an advance supply of emergency
contraceptive pills on-site or by prescription, if requested.
Side effects (e.g., irregular vaginal bleeding) are a primary
reason for method discontinuation (54), so providers
should discuss ways the client might deal with potential side
effects to increase satisfaction with the method and improve
continuation (42).
• Develop a plan for follow-up. Providers should discuss an
appropriate follow-up plan with the client to meet their
individual needs, considering the client’s risk for
discontinuation. Follow-up provides an opportunity to
inquire about any initial difficulties the client might be
experiencing, and might reinforce the perceived accessibility
of the provider and increase rapport. Alternative modes
of follow-up other than visits to the service site, such as
telephone, e-mail, or text messaging, should be considered
(assuming confidentiality can be assured), as needed.
As noted previously, if a client chooses a method that
is not available on-site or during the visit, the provider
TABLE 1. Assessments to conduct when a female client is initiating a new method of reversible contraception
Cu-IUD and
LNG-IUD Implant Injectable
Combined
hormonal
contraception
Progestin-
only pills Condom
Diaphragm or
cervical
cap Spermicide
Examination
Blood pressure C C C A* C C C C
Weight (BMI) (weight [kg]/height [m]
2
)
C C C
Clinical breast examination C C C C C C C C
Bimanual examination and cervical
inspection
A C C C C C A
§
C
Laboratory test
Glucose C C C C C C C C
Lipids C C C C C C C C
Liver enzymes C C C C C C C C
Hemoglobin C C C C C C C C
Thrombogenic mutations C C C C C C C C
Cervical cytology (Papanicolaou smear) C C C C C C C C
STD screening with laboratory tests
C C C C C C C
HIV screening with laboratory tests C C C C C C C C
Source: CDC. U.S. selected practice recommendations for contraceptive use 2013. MMWR 2013;62(No. RR-5).
Abbreviations: A = Class A: essential and mandatory in all circumstances for safe and effective use of the contraceptive method; B = Class B: contributes substantially
to safe and effective use, but implementation might be considered within the public health and/or service context (the risk of not performing an examination or test
should be balanced against the benefits of making the contraceptive method available); C = Class C: does not contribute substantially to safe and effective use of the
contraceptive method; Cu-IUD = copper-containing intrauterine device; LNG-IUD = levonorgestrel releasing intrauterine device.
* In cases in which access to health care might be limited, the blood pressure measurement can be obtained by the woman in a nonclinical setting (e.g., pharmacy
or fire station) and self-reported to the provider.
Weight (BMI) measurement is not needed to determine medical eligibility for any methods of contraception because all methods can be used (U.S. Medical Eligibility
Criteria 1) or generally can be used (U.S. Medical Eligibility Criteria 2) among obese women (Source: CDC. U.S. medical eligibility criteria for contraceptive use 2010.
MMWR 2010;59[No. RR-4]). However, measuring weight and calculating BMI at baseline might be helpful for monitoring any changes and counseling women who
might be concerned about weight change perceived to be associated with their contraceptive method.
§
A bimanual examination (not cervical inspection) is needed for diaphragm fitting.
Most women do not require additional STD screening at the time of IUD insertion, if they have already been screened according to CDC’s STD treatment guidelines
(Sources: CDC. STD treatment guidelines. Atlanta, GA: US Department of Health and Human Services, CDC; 2013. Available at http://www.cdc.gov/std/treatment.
CDC. Sexually transmitted diseases treatment guidelines, 2010. MMWR. 2010;59[No. RR-12]). If a woman has not been screened according to guidelines, screening
can be performed at the time of IUD insertion and insertion should not be delayed. Women with purulent cervicitis or current chlamydial infection or gonorrhea
should not undergo IUD insertion (U.S. Medical Eligibility Criteria 4). Women who have a very high individual likelihood of STD exposure (e.g., those with a currently
infected partner) generally should not undergo IUD insertion (U.S. Medical Eligibility Criteria 3) (Source: CDC. U.S. medical eligibility criteria for contraceptive use
2010. MMWR 2010;59[No. RR-4]). For these women, IUD insertion should be delayed until appropriate testing and treatment occurs.
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MMWR / April 25, 2014 / Vol. 63 / No. 4 13
should schedule a follow-up visit with the client or provide
a referral for her or him to receive the method. The client
should be provided another method to use until she or he
can start the chosen method.
• Confirm the client’s understanding. Providers should assess
whether the client understands the information that was
presented. The client’s understanding of the most
important information about her or his chosen
contraceptive method should be documented in the
medical record (e.g., by a checkbox or written statement).
The teach-back method may be used to confirm the client’s
understanding by asking the client to repeat back messages
about risks and benefits and appropriate method use and
follow-up. If providers assess the client’s understanding, then
the check box or written statement can be used in place of a
written method-specific informed consent form. Topics that
providers may consider having the client repeat back include
the following: typical method effectiveness; how to use the
method correctly; protection from STDs; warning signs
for rare, but serious, adverse events and what to do if they
experience a warning sign; and when to return for follow-up.
Provide Counseling for Returning Clients
When serving contraceptive clients who return for ongoing
care related to contraception, providers should ask if the
client has any concerns with the method and assess its use.
The provider should assess any changes in the client’s medical
history, including changes in risk factors and medications that
might affect safe use of the contraceptive method. If the client
is using the method correctly and consistently and there are no
concerns about continued use, an appropriate follow-up plan
should be discussed and more contraceptive supplies given
(42). If the client or provider has concerns about the client’s
correct or consistent use of the method, the provider should
ask if the client would be interested in considering a different
method of contraception. If the client is interested, the steps
described above should be followed.
Counseling Adolescent Clients
Providers should give comprehensive information to
adolescent clients about how to prevent pregnancy (5557).
This information should clarify that avoiding sex (i.e.,
abstinence) is an effective way to prevent pregnancy and STDs.
If the adolescent indicates that she or he will be sexually active,
providers should give information about contraception and
help her or him to choose a method that best meets her or his
individual needs, including the use of condoms to reduce the
risk of STDs. Long-acting reversible contraception is a safe
and effective option for many adolescents, including those
who have not been pregnant or given birth (35).
Providers of family planning services should offer confidential
services to adolescents and observe all relevant state laws and
any legal obligations, such as notification or reporting of child
abuse, child molestation, sexual abuse, rape, or incest, as well
as human trafficking (58,59). Confidentiality is critical for
adolescents and can greatly influence their willingness to access
and use services (6067). As a result, multiple professional
medical associations have emphasized the importance of
providing confidential services to adolescents (6870).
Providers should encourage and promote communication
between the adolescent and his or her parent(s) or guardian(s)
about sexual and reproductive health (7186). Adolescents
who come to the service site alone should be encouraged to
talk to their parents or guardians. Educational materials and
programs can be provided to parents or guardians that help
them talk about sex and share their values with their child
(72,87). When both parent or guardian and child have agreed,
joint discussions can address family values and expectations
about dating, relationships, and sexual behavior.
In a given year, approximately 20% of adolescent births
represent repeat births (88), so in addition to providing
postpartum contraception, providers should refer pregnant
and parenting adolescents to home visiting and other programs
that have been demonstrated to provide needed support and
reduce rates of repeat teen pregnancy (8994).
Services for adolescents should be provided in a “youth-
friendly” manner, which means that they are accessible,
equitable, acceptable, appropriate, comprehensive, effective,
and efficient for youth as recommended by the World Health
Organization (34).
Pregnancy Testing and Counseling
Providers of family planning services should offer pregnancy
testing and counseling services as part of core family planning
services, in accordance with recommendations of major
professional medical organizations, such as the American
College of Obstetricians and Gynecologists (ACOG) and the
American Academy of Pediatrics (AAP) (9597).
Pregnancy testing is a common reason for a client to visit a
provider of family planning services. Approximately 65% of
pregnancies result in live births, 18% in induced abortion,
and 17% spontaneous fetal loss (98). Among live births, only
1% of infants are placed for adoption within their first month
of life (99).
The visit should include a discussion about her reproductive
life plan and a medical history that includes asking about
any coexisting conditions (e.g., chronic medical illnesses,
physical disability, psychiatric illness) (95,96). In most cases,
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14 MMWR / April 25, 2014 / Vol. 63 / No. 4
a qualitative urine pregnancy test will be sufficient; however,
in certain cases, the provider may consider performing a
quantitative serum pregnancy test, if exact hCG levels would
be helpful for diagnosis and management. The test results
should be presented to the client, followed by a discussion of
options and appropriate referrals.
Options counseling should be provided in accordance with
recommendations from professional medical associations, such as
ACOG and AAP (9597). A female client might wish to include
her partner in the discussion; however, if a client chooses not to
involve her partner, confidentiality must be assured.
Positive Pregnancy Test
If the pregnancy test is positive, the clinical visit should include
an estimation of gestational age so that appropriate counseling
can be provided. If a woman is uncertain about the date of her
last normal menstrual period, a pelvic examination might be
needed to help assess gestational age. In addition, clients should
receive information about the normal signs and symptoms of
early pregnancy, and should be instructed to report any concerns
to a provider for further evaluation. If ectopic pregnancy or
other pregnancy abnormalities or problems are suspected, the
provider should either manage the condition or refer the client
for immediate diagnosis and management.
Referral to appropriate providers of follow-up care should
be made at the request of the client, as needed. Every effort
should be made to expedite and follow through on all referrals.
For example, providers might provide a resource listing or
directory of providers to help the client identify options for
care. Depending upon a clients needs, the provider may make
an appointment for the client, or call the referral site to let them
know the client was referred. Providers also should assess the
client’s social support and refer her to appropriate counseling
or other supportive services, as needed.
For clients who are considering or choose to continue the
pregnancy, initial prenatal counseling should be provided
in accordance with the recommendations of professional
medical associations, such as ACOG (97). The client should
be informed that some medications might be contraindicated
in pregnancy, and any current medications taken during
pregnancy need to be reviewed by a prenatal care provider
(e.g., an obstetrician or midwife). In addition, the client should
be encouraged to take a daily prenatal vitamin that includes
folic acid; to avoid smoking, alcohol, and other drugs; and
not to eat fish that might have high levels of mercury (97). If
there might be delays in obtaining prenantal care, the client
should be provided or referred for any needed STD screening
(including HIV) and vaccinations (36).
Negative Pregnancy Test
Women who are not pregnant and who do not want to
become pregnant at this time should be offered contraceptive
services, as described previously. The contraceptive counseling
session should explore why the client thought that she was
pregnant and sought pregnancy testing services, and whether
she has difficulties using her current method of contraception.
A negative pregnancy test also provides an opportunity to discuss
the value of making a reproductive life plan. Ideally, these services
will be offered in the same visit as the pregnancy test because
clients might not return at a later time for contraceptive services.
Women who are not pregnant and who are trying to become
pregnant should be offered services to help achieve pregnancy or
basic infertility services, as appropriate (see “Clients Who Want
to Become Pregnant” and “Basic Infertility Services”). They also
should be offered preconception health and STD services (see
“Preconception Health Services” and “STD services”).
Clients Who Want to
Become Pregnant
Providers should advise clients who wish to become pregnant
in accordance with the recommendations of professional
medical organizations, such as the American Society for
Reproductive Medicine (ASRM) (100).
Providers should ask the client (or couple) how long she or
they have been trying to get pregnant and when she or they
hope to become pregnant. If the clients situation does not
meet one of the standard definitions of infertility (see “Basic
Infertility Services”), then she or he may be counseled about
how to maximize fertility. Key points are as follows:
• The client should be educated about peak days and signs
of fertility, including the 6-day interval ending on the day
of ovulation that is characterized by slippery, stretchy
cervical mucus and other possible signs of ovulation.
• Women with regular menstrual cycles should be advised
that vaginal intercourse every 1–2 days beginning soon
after the menstrual period ends can increase the likelihood
of becoming pregnant.
• Methods or devices designed to determine or predict the time
of ovulation (e.g., over-the-counter ovulation kits, digital
telephone applications, or cycle beads) should be discussed.
• It should be noted that fertility rates are lower among
women who are very thin or obese, and those who consume
high levels of caffeine (e.g., more than five cups per day).
• Smoking, consuming alcohol, using recreational drugs,
and using most commercially available vaginal lubricants
should be discouraged as these might reduce fertility.
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MMWR / April 25, 2014 / Vol. 63 / No. 4 15
Basic Infertility Services
Providers should offer basic infertility care as part of
core family planning services in accordance with the
recommendations of professional medical organizations, such
as ACOG, ASRM, and the American Urological Association
(AUA) (96,101,102).
Infertility commonly is defined as the failure of a couple
to achieve pregnancy after 12 months or longer of regular
unprotected intercourse (101). Earlier assessment (such as
6 months of regular unprotected intercourse) is justified
for women aged >35 years, those with a history of oligo-
amenorrhea (infrequent menstruation), those with known or
suspected uterine or tubal disease or endometriosis, or those
with a partner known to be subfertile (the condition of being
less than normally fertile though still capable of effecting
fertilization) (101). An early evaluation also might be warranted
if risk factors of male infertility are known to be present or
if there are questions regarding the male partners fertility
potential (102). Infertility visits to a family planning provider
are focused on determining potential causes of the inability to
achieve pregnancy and making any needed referrals to specialist
care (101,102). ASRM recommends that evaluation of both
partners should begin at the same time (101).
Basic Infertility Care for Women
The clinical visit should focus on understanding the client’s
reproductive life plan (24) and her difficulty in achieving
pregnancy through a medical history, sexual health assessment
and physical exam, in accordance with recommendations
developed by professional medical associations such as
ASRM (101) and ACOG (96). The medical history should
include past surgery, including indications and outcome(s),
previous hospitalizations, serious illnesses or injuries, medical
conditions associated with reproductive failure (e.g., thyroid
disorders, hirsutism, or other endocrine disorders), and
childhood disorders; results of cervical cancer screening and
any follow-up treatment; current medication use and allergies;
and family history of reproductive failure. In addition, a
reproductive history should include how long the client has
been trying to achieve pregnancy; coital frequency and timing,
level of fertility awareness, and results of any previous evaluation
and treatment; gravidity, parity, pregnancy outcome(s), and
associated complications; age at menarche, cycle length and
characteristics, and onset/severity of dysmenorrhea; and
sexual history, including pelvic inflammatory disease, history
of STDs, or exposure to STDs. A review of systems should
emphasize symptoms of thyroid disease, pelvic or abdominal
pain, dyspareunia, galactorrhea, and hirsutism (101).
The physical examination should include: height, weight, and
body mass index (BMI) calculation; thyroid examination to
identify any enlargement, nodule, or tenderness; clinical breast
examination; and assessment for any signs of androgen excess.
A pelvic examination should assess for: pelvic or abdominal
tenderness, organ enlargement or mass; vaginal or cervical
abnormality, secretions, or discharge; uterine size, shape, position,
and mobility; adnexal mass or tenderness; and cul-de-sac mass,
tenderness, or nodularity. If needed, clients should be referred
for further diagnosis and treatment (e.g., serum progesterone
levels, follicle-stimulating hormone/luteinizing hormone levels,
thyroid function tests, prolactin levels, endometrial biopsy,
transvaginal ultrasound, hysterosalpingography, laparoscopy,
and clomiphene citrate).
Basic Infertility Care for Men
Infertility services should be provided for the male partner
of an infertile couple in accordance with recommendations
developed by professional medical associations such as AUA
(102). Providers should discuss the client’s reproductive life
plan, take a medical history, and conduct a sexual health
assessment. AUA recommends that the medical history include
a reproductive history (102). The medical history should
include systemic medical illnesses (e.g., diabetes mellitus),
prior surgeries and past infections; medications (prescription
and nonprescription) and allergies; and lifestyle exposures. The
reproductive history should include methods of contraception,
coital frequency and timing; duration of infertility and prior
fertility; sexual history; and gonadal toxin exposure, including
heat. Patients also should be asked about their female partners’
history of pelvic inflammatory disease, their partners’ histories
of STDs, and problems with sexual dysfunction.
In addition, a physical examination should be conducted with
particular focus given to 1) examination of the penis, including
the location of the urethral meatus; 2) palpation of the testes
and measurement of their size; 3) presence and consistency of
both the vas deferens and epididymis; 4) presence of a varicocele;
5) secondary sex characteristics; and 6) a digital rectal exam
(102). Male clients concerned about their fertility should have
a semen analysis. If this test is abnormal, they should be referred
for further diagnosis (i.e., second semen analysis, endocrine
evaluation, post-ejaculate urinalysis, or others deemed necessary)
and treatment. The semen analysis is the first and most simple
screen for male fertility.
Infertility Counseling
Counseling provided during the clinical visit should be
guided by information elicited from the client during the
medical and reproductive history and the findings of the
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16 MMWR / April 25, 2014 / Vol. 63 / No. 4
physical exam. If there is no apparent cause of infertility
and the client does not meet the definition above, providers
should educate the client about how to maximize fertility (see
“Clients Who Want to Become Pregnant”). ACOG notes
the importance of addressing the emotional and educational
needs of clients with infertility and recommends that providers
consider referring clients for psychological support, infertility
support groups, or family counseling (96).
Preconception Health Services
Providers of family planning services should offer
preconception health services to female and male clients
in accordance with CDC’s recommendations to improve
preconception health and health care (24).
Preconception health services are beneficial because of
their effect on pregnancy and birth outcomes and their
role in improving the health of women and men. The term
preconception describes any time that a woman of reproductive
potential is not pregnant but at risk of becoming pregnant,
or when a man is at risk for impregnating his female partner.
Preconception health-care services for women aim to identify
and modify biomedical, behavioral, and social risks to a
womans health or pregnancy outcomes through prevention and
management. It promotes the health of women of reproductive
age before conception, and thereby helps to reduce pregnancy-
related adverse outcomes, such as low birthweight, premature
birth, and infant mortality (24). Moreover, the preconception
health services recommended here are equally important
because they contribute to the improvement of womens health
and well-being, regardless of her childbearing intentions. CDC
recommends that preconception health services be integrated
into primary care visits made by women of reproductive age,
such as family planning visits (24).
In the family planning setting, providers may prioritize
screening and counseling about preconception health for
couples that are trying to achieve pregnancy and couples
seeking basic infertility services. Women who are using
contraception to prevent or delay pregnancy might also
benefit from preconception health services, especially those
at high risk of unintended pregnancy. A woman is at high
risk of unintended pregnancy if she is using no method or a
less effective method of contraception (e.g., barrier methods,
rhythm, or withdrawal), or has a history of contraceptive
discontinuation or incorrect use (38,39). A woman is at lower
risk of unintended pregnancy if she is using a highly effective
method, such as an IUD or implant, or has an established
history of using methods of contraception, such as injections,
pills, patch, or ring correctly and consistently (38,39). Clients
who do not want to become pregnant should also be provided
preconception health services, since they are recommended by
USPSTF for the purpose of improving the health of adults.
Recommendations for improving the preconception health
of men also have been identified, although the evidence base
for many of the recommendations for men is less than that
for women (103). This report includes preconception health
services that address men as partners in family planning (i.e., both
preventing and achieving pregnancy), their direct contributions
to infant health (e.g., genetics), and their role in improving the
health of women (e.g., through reduced STD/HIV transmission).
Moreover, these services are important for improving the health
of men regardless of their pregnancy intention.
In a family planning setting, all women planning or capable
of pregnancy should be counseled about the need to take a daily
supplement containing 0.4 to 0.8 mg of folic acid, in accordance
with the USPSTF recommendation (Grade A) (104).
Other preconception health services for women and men
should include discussion of a reproductive life plan and
sexual health assessment (Boxes 2 and 4), as well as the
screening services described below (24,103,105). Services
should be provided in accordance with the cited clinical
recommendations, and any needed follow up (further
diagnosis, treatment) should be provided either on-site or
through referral.
Medical History
For female clients, the medical history should include
the reproductive history, history of poor birth outcomes
(i.e., preterm, cesarean delivery, miscarriage, and stillbirth),
environmental exposures, hazards and toxins (e.g., smoking,
alcohol, other drugs), medications that are known teratogens,
genetic conditions, and family history (24,105).
For male clients, the medical history should include asking about
the client’s past medical and surgical history that might impair his
reproductive health (e.g., genetic conditions, history of reproductive
failures, or conditions that can reduce sperm quality, such as obesity,
diabetes mellitus, and varicocele) and environmental exposures,
hazards and toxins (e.g., smoking) (103).
Intimate Partner Violence
Providers should screen women of childbearing age for
intimate partner violence and provide or refer women who screen
positive to intervention services, in accordance with USPSTF
(Grade B) recommendations (106).
Alcohol and Other Drug Use
For female and male adult clients, providers should screen for
alcohol use in accordance with the USPSTF recommendation
(Grade B) for how to do so, and provide behavioral counseling
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MMWR / April 25, 2014 / Vol. 63 / No. 4 17
interventions, as indicated (107). Screening adults for other
drug use and screening adolescents for alcohol and other drug
use has the potential to reduce misuse of alcohol and other
drugs, and can be recommended (105,108,109). However,
the USPSTF recommendation for screening for other drugs
in adults, and for alcohol and other drugs in adolescents, is an
“I,” and patients should be informed that there is insufficient
evidence to assess the balance of benefits and harms of this
screening (107,110).
Tobacco Use
For female and male clients, providers should screen for
tobacco use in accordance with the USPSTF recommendation
(111,112) for how to do so. Adults (Grade A) who use tobacco
products should be provided or referred for tobacco cessation
interventions, including brief behavioral counseling sessions
(<10 minutes) and pharmacotherapy delivered in primary
care settings (111). Adolescents (Grade B) should be provided
intervention to prevent initiation of tobacco use (112).
Immunizations
For female and male clients, providers should screen for
immunization status in accordance with recommendations
of CDC’s Advisory Committee on Immunization Practices
(113) and offer vaccination, as indicated, or provide referrals
to community providers for immunization. Female and male
clients should be screened for age-appropriate vaccinations,
such as influenza and tetanus–diphtheria–pertussis (Tdap),
measles, mumps, and rubella (MMR), varicella, pneumococcal,
and meningococcal. In addition, ACOG recommends that
rubella titer be performed in women who are uncertain about
MMR immunization (108). (For vaccines for reproductive
health-related conditions, i.e., human papillomavirus and
hepatitis B, see “Sexually Transmitted Disease Services.”)
Depression
For all clients, providers should screen for depression
when staff-assisted depression care supports are in place to
ensure accurate diagnosis, effective treatment, and follow-up
(114,115). Staff-assisted care supports are defined as clinical
staff members who assist the primary care clinician by
providing some direct depression care, such as care support or
coordination, case management, or mental health treatment.
The lowest effective staff supports consist of a screening nurse
who advises primary care clinicians of a positive screen and
provides a protocol facilitating referral to behavioral therapy.
Providers also may follow American Psychiatric Association
(116) and American Academy of Child and Adolescent
Psychiatry (117) recommendations to assess risk for suicide
among persons experiencing depression and other risk factors.
Height, Weight, and Body Mass Index
For all clients, providers should screen adult (Grade B) and
adolescent (Grade B) clients for obesity in accordance with
the USPSTF recommendation, and obese adults should be
referred for intensive counseling and behavioral interventions
to promote sustained weight loss (118,119). Clients likely will
need to be referred for this service. These interventions typically
comprise 12 to 26 sessions in a year and include multiple
behavioral management activities, such as group sessions,
individual sessions, setting weight-loss goals, improving diet
or nutrition, physical activity sessions, addressing barriers to
change, active use of self-monitoring, and strategizing how to
maintain lifestyle changes.
Blood Pressure
For female and male clients, providers should screen for
hypertension in accordance with the USPSTF’s recommendation
(Grade A) that blood pressure be measured routinely
among adults (120) and the Joint National Committee on
Prevention, Detection, Evaluation, and Treatment of High
Blood Pressures recommendation that persons with blood
pressure less than 120/80 be screened every 2 years, and every
year if prehypertensive (i.e., blood pressure 120–139/80–89)
(121). Providers also may follow AAP’s recommendation that
adolescents receive annual blood pressure screening (109).
Diabetes
For female and male clients, providers should follow the
USPSTF recommendation (Grade B) to screen for type 2
diabetes in asymptomatic adults with sustained blood pressure
(either treated or untreated) >135/80 mmHg (122).
Sexually Transmitted
Disease Services
Providers should offer STD services in accordance with CDC’s
STD treatment and HIV testing guidelines (36,123,124). It
is important to test for chlamydia annually
among young
sexually active females and for gonorrhea routinely among all
sexually active females at risk for infection because they can
cause tubal infertility in women if left untreated. Testing for
syphilis, HIV/AIDS, and hepatitis C should be conducted
as recommended (36,123,124). Vaccination for human
papillomavirus (HPV) and hepatitis B are also important parts
of STD services and preconception care (113).
STD services should be provided for persons with no signs or
symptoms suggestive of an STD. STD diagnostic management
recommendations are not included in these guidelines, so
providers should refer to CDC’s STD treatment guidelines
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18 MMWR / April 25, 2014 / Vol. 63 / No. 4
(36) when caring for clients with STD symptoms. STD services
include the following steps, which should be provided at the
initial visit and at least annually thereafter:
Step 1. Assess: The provider should discuss the client’s
reproductive life plan, conduct a standard medical history
and sexual health assessment (see text box above), and check
immunization status. A pelvic exam is not indicated in patients
with no symptoms suggestive of an STD.
Step 2. Screen: A client who is at risk of an STD
(i.e., sexually active and not involved in a mutually
monogamous relationship with an uninfected partner) should
be screened for HIV and the other STDs listed below, in
accordance with CDC’s STD treatment guidelines (36) and
recommendations for HIV testing of adults, adolescents,
and pregnant women in health-care settings (123). Clients
also should follow CDC’s recommendations for testing
for hepatitis C (124), and the Advisory Committee on
Immunization Practice’s recommendations on reproductive
health-related immunizations (113). It is important to follow
these guidelines both to ensure that clients receive needed
services and to avoid unnecessary screening.
Chlamydia
For female clients, providers should screen all sexually active
women aged 25 years for chlamydia annually, in addition
to sexually active women aged >25 years with risk factors for
chlamydia infection (36). Women aged >25 years at higher
risk include sexually active women who have a new or more
than one sex partner or who have a partner who has other
concurrent partners. Females with chlamydia infection should
be rescreened for re-infection at 3 months after treatment.
Pregnant women should be screened for chlamydia at the time
of their pregnancy test if there might be delays in obtaining
prenatal care (36).
For male clients, chlamydia screening can be considered for
males seen at sites with a high prevalence of chlamydia, such
as adolescent clinics, correctional facilities, and STD clinics
(36,125,126). Providers should screen men who have sex with
men (MSM) for chlamydia at anatomic sites of exposure, in
accordance with CDC’s STD treatment guidelines (36). Males
with symptoms suggestive of chlamydia (urethral discharge or
dysuria or whose partner has chlamydia) should be tested and
empirically treated at the initial visit. Males with chlamydia
infection should be re-screened for reinfection at 3 months (36).
Gonorrhea
For female clients, providers should screen clients for gonorrhea,
in accordance with CDC’s STD treatment guidelines (36).
Routine screening for N. gonorrhoeae in all sexually active women
at risk for infection is recommended annually (36). Women aged
<25 years are at highest risk for gonorrhea infection. Other risk
factors that place women at increased risk include a previous
gonorrhea infection, the presence of other STDs, new or multiple
sex partners, inconsistent condom use, commercial sex work, and
drug use. Females with gonnorrhea infection should be re-screened
for re-infection at 3 months after treatment. Pregnant women
should be screened for gonorrhea at the time of their pregnancy
test if there might be delays in obtaining prenatal care (36).
For male clients, providers should screen MSM for gonorrhea
at anatomic sites of exposure, in accordance with CDC’s STD
treatment guidelines (36). Males with symptoms suggestive of
gonorrhea (urethral discharge or dysuria or whose partner has
gonorrhea) should be tested and empirically treated at the initial
visit. Males with gonorrhea infection should be re-screened for
reinfection at 3 months after treatment (36,126128).
Syphilis
For female and male clients, providers should screen clients for
syphilis, in accordance with CDC’s STD treatment guidelines
(36). CDC recommends that persons at risk for syphilis infection
should be screened. Populations at risk include MSM, commercial
sex workers, persons who exchange sex for drugs, those in adult
correctional facilities and those living in communities with high
prevalence of syphilis (36). Pregnant women should be screened
for syphilis at the time of their pregnancy test if there might be
delays in obtaining prenatal care (36).
HIV/AIDS
For female and male clients, providers should screen
clients for HIV/AIDS, in accordance with CDC HIV
testing guidelines (123). Providers should follow CDC
recommendations that all clients aged 13–64 years be screened
routinely for HIV infection and that all persons likely to be at
high risk for HIV be rescreened at least annually (123). Persons
likely to be at high risk include injection-drug users and their
sex partners, persons who exchange sex for money or drugs, sex
partners of HIV-infected persons, and MSM or heterosexual
persons who themselves or whose sex partners have had more
than one sex partner since their most recent HIV test. CDC
further recommends that screening be provided after the
patient is notified that testing will be performed as part of
general medical consent unless the patient declines (opt-out
screening) or otherwise prohibited by state law. The USPSTF
also recommends screening for HIV (Grade A) (129).
Hepatitis C
For female and male clients, CDC recommends one-time
testing for hepatitis C (HCV) without prior ascertainment of
HCV risk for persons born during 1945–1965, a population
with a disproportionately high prevalence of HCV infection
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MMWR / April 25, 2014 / Vol. 63 / No. 4 19
and related disease. Persons identified as having HCV
infection should receive a brief screening for alcohol use and
intervention as clinically indicated, followed by referral to
appropriate care for HCV infection and related conditions.
These recommendations do not replace previous guidelines for
HCV testing that are based on known risk factors and clinical
indications. Rather, they define an additional target population
for testing: persons born during 1945–1965 (124). USPSTF
also recommends screening persons at high risk for infection
for hepatitis C and one-time screening for HCV infection
for persons in the 1945–1965 birth cohort (Grade B) (130).
Immunizations Related to Reproductive Health
Female clients aged 11–26 years should be offered either
human papillomavirus (HPV) 2 or HPV4 vaccine for the
prevention of HPV and cervical cancer if not previously
vaccinated, although the series can be started in persons as
young as age 9 years (113); recommendations include starting
at age 11–12 years and catch up vaccine among females aged
13–26 who have not been vaccinated previously or have
not completed the 3-dose series through age 26. Routine
hepatitis B vaccination should be offered to all unvaccinated
children and adolescents aged <19 years and all adults who
are unvaccinated and do not have any documented history of
hepatitis B infection (113).
Male clients aged 11–21 years (minimum age: 9 years)
should be offered HPV4 vaccine, if not vaccinated previously;
recommendations include starting at age 11–12 years and catch
up vaccine among males aged 13–21 years who have not been
vaccinated previously or have not completed the 3-dose series
through age 21 years; vaccination is recommended among
at-risk males, including MSM and immune-compromised
males through age 26 years if not vaccinated previously or
males who have not completed the 3-dose series through age 26
years. Heterosexual males aged 22–26 years may be vaccinated
(131). Routine hepatitis B vaccination should be offered to all
unvaccinated children and adolescents aged <19 years, and all
unvaccinated adults who do not have a documented history
of hepatitis B infection (113).
Step 3. Treat: A client with an STD and her or his
partner(s) should be treated in a timely fashion to prevent
complications, re-infection and further spread of the infection
in the community in accordance with CDC’s STD treatment
guidelines; clients with HIV infection should be linked to
HIV care and treatment (36,123). Clients should be counseled
about the need for partner evaluation and treatment to avoid
reinfection at the time the client receives the positive test
results. For partners of clients with chlamydia or gonorrhea,
one option is to schedule them to come in with the client;
another option for partners who cannot come in with the client
is expedited partner therapy (EPT), as permissible by state laws,
in which medication or a prescription is provided to the patient
to give to the partner to ensure treatment. EPT is a partner
treatment strategy for partners who are unable to access care
and treatment in a timely fashion. Because of concerns related
to resistant gonorrhea, efforts to bring in for treatment partners
of patients with gonorrhea infection are recommended; EPT
for gonorrhea should be reserved for situations in which efforts
to treat partners in a clinical setting are unsuccessful and EPT
is a gonorrhea treatment of last resort.
All clients treated for chlamydia or gonorrhea should be
rescreened 3 months after treatment; HIV-infected females
with Trichomonas vaginalis should be linked to HIV care and
rescreened for T. vaginalis at 3 months. If needed, the client also
should be vaccinated for hepatitis B and HPV (113). Ideally,
STD treatment should be directly observed in the facility
rather than a prescription given or called in to a pharmacy.
If a referral is made to a service site that has the necessary
medication available on-site, such as the recommended
injectable antimicrobials for gonorrhea and syphilis, then the
referring provider must document that treatment was given.
Step 4. Provide risk counseling: If the client is at risk for
or has an STD, high-intensity behavioral counseling for sexual
behavioral risk reduction should be provided in accordance
with the USPSTF recommendation (Grade B) (132). One
high-intensity behavioral counseling model that is similar to
the contraceptive counseling model is Project Respect (133),
which could be implemented in family planning settings. All
sexually active adolescents are at risk, and adults are at increased
risk if they have current STDs, had an STD in the past
year, have multiple sexual partners, are in nonmonogamous
relationships, or are sexually active and live in a community
with a high rate of STDs.
Other key messages to give infected clients before they
leave the service site include the following: a) refrain from
unprotected sexual intercourse during the period of STD
treatment, 2) encourage partner(s) to be screened or to get
treatment as quickly as possible in accordance with CDC’s
STD treatment guidelines (partners in the past 60 days for
chlamydia and gonorrhea, 3 to 6 months plus the duration of
lesions or signs for primary and secondary syphilis, respectively)
if the partner did not accompany the client to the service site
for treatment, and 3) return for retesting in 3 months. If the
partner is unlikely to access treatment quickly, then EPT for
chlamydia or gonorrhea should be considered, if permissible
by state law.
A client using or considering contraceptive methods other
than condoms should be advised that these methods do not
protect against STDs. Providers should encourage a client
who is not in a mutually monogamous relationship with an
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20 MMWR / April 25, 2014 / Vol. 63 / No. 4
uninfected partner to use condoms. Patients who do not know
their partners’ infection status should be encouraged to get
tested and use condoms or avoid sexual intercourse until their
infection status is known.
Related Preventive Health Services
For many women and men of reproductive age, a family
planning service site is their only source of health care;
therefore, visits should include provision of or referral to other
preventive health services. Providers of family planning services
that do not have the capacity to offer comprehensive primary
care services should have strong links to other community
providers to ensure that clients have access to primary care. If
a client does not have another source of primary care, priority
should be given to providing related reproductive health
services or providing referrals, as needed.
For clients without a primary care provider, the following
screening services should be provided, with appropriate
follow-up, if needed, while linking the client to a primary care
provider. These services should be provided in accordance with
federal and professional medical recommendations cited below
regarding the frequency of screening, the characteristics of the
clients that should be screened, and the screening procedures
to be used.
Medical History
USPSTF recommends that women be asked about family
history that would be suggestive of an increased risk for
deleterious mutations in BRCA1 or BRCA2 genes (e.g.,
receiving a breast cancer diagnosis at an early age, bilateral
breast cancer, history of both breast and ovarian cancer,
presence of breast cancer in one or more female family
members, multiple cases of breast cancer in the family, both
breast and ovarian cancer in the family, one or more family
members with two primary cases of cancer, and Ashkenazi
background). Women with identified risk(s) should be referred
for genetic counseling and evaluation for BRCA testing
(Grade B) (134). The USPSTF also recommends that women
at increased risk for breast cancer should be counseled about
risk-reducing medications (Grade B) (135).
Cervical Cytology
Providers should provide cervical cancer screening to clients
receiving related preventive health services. Providers should
follow USPSTF recommendations to screen women aged
21–65 years with cervical cytology (Pap smear) every 3 years,
or for women aged 30–65 years, screening with a combination
of cytology and HPV testing every 5 years (Grade A) (136).
Cervical cytology no longer is recommended on an annual
basis. Further, it is not recommended (Grade D) for women
aged <21 years (136). Women with abnormal test results should
be treated in accordance with professional standards of care,
which may include colposcopy (96,137). The need for cervical
cytology should not delay initiation or hinder continuation of
a contraceptive method (42).
Providers should also follow ACOG and AAP recommendations
that a genital exam should accompany a cervical cancer screening
to inspect for any suspicious lesions or other signs that might
indicate an undiagnosed STD (96,97,138).
Clinical Breast Examamination
Despite a lack of definitive data for or against, clinical
breast examination has the potential to detect palpable breast
cancer and can be recommended. ACOG recommends
annual examination for all women aged >19 years (108).
ACS recommends screening every 3 years for women aged
20–39 years, and annually for women aged 40 years (139).
However, the USPSTF recommendation for clinical breast
exam is an I, and patients should be informed that there is
insufficient evidence to assess the balance of benefits and harms
of the service (140).
Mammography
Providers should follow USPSTF recommendations
(Grade B) to screen women aged 50–74 years on a biennial
basis; they should screen women aged <50 years if other
conditions support providing the service to an individual
patient (140).
Genital Examination
For adolescent males, examination of the genitals should be
conducted. This includes documentation of normal growth and
development and other common genital findings, including
hydrocele, varicocele, and signs of STDs (141). Components
of this examination include inspecting skin and hair, palpating
inguinal nodes, scrotal contents and penis, and inspecting the
perinanal region (as indicated).
Summary of Recommendations for
Providing Family Planning and
Related Preventive Health Services
The screening components for each family planning and
related preventive health service are provided in summary
checklists for women (Table 2) and men (Table 3). When
considering how to provide the services listed in these
recommendations (e.g., the screening components for each
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 21
service, risk groups that should be screened, the periodicity of
screening, what follow-up steps should be taken if screening
reveals the presence of a health condition), providers should
follow CDC and USPSTF recommendations cited above,
or, in the absence of CDC and USPSTF recommendations,
the recommendations of professional medical associations.
Following these recommendations is important both to ensure
clients receive needed care and to avoid unnecessary screening
of clients who do not need the services.
The summary tables describe multiple screening steps, which
refer to the following: 1) the process of asking questions about
a client’s history, including a determination of whether risk
factors for a disease or health condition exist; 2) performing
a physical exam; and 3) performing laboratory tests in
at-risk asymptomatic persons to help detect the presence of
a specific disease, infection, or condition. Many screening
recommendations apply only to certain subpopulations
(e.g., specific age groups, persons who engage in specific risk
behaviors or who have specific health conditions), or some
screening recommendations apply to a particular frequency
(e.g., a cervical cancer screening is generally recommended
every 3 years rather than annually). Providers should be aware
that the USPSTF also has recommended that certain screening
services not be provided because the harm outweighs the
benefit (see Appendix F).
When screening results indicate the potential or actual
presence of a health condition, the provider should either provide
or refer the client for the appropriate further diagnostic testing or
treatment in a manner that is consistent with the relevant federal
or professional medical associations’ clinical recommendations.
Conducting Quality Improvement
Service sites that offer family planning services should
have a system for conducting quality improvement, which is
designed to review and strengthen the quality of services on an
ongoing basis. Quality improvement is the use of a deliberate
and continuous effort to achieve measurable improvements
in the identified indicators of quality of care, which improve
the health of the community (142). By improving the quality
of care, family planning outcomes, such as reduced rates of
unintended pregnancy, improved patient experiences, and
reduced costs, are more likely to be achieved (10,12,143,144).
Several frameworks for conducting quality improvement
have been developed (144146). This section presents a general
overview of three key steps that providers should take when
conducting quality improvement of family planning services:
1) determine which measures are needed to monitor quality;
2) collect the information needed; and 3) use the findings to
make changes to improve quality (147). Ideally, these steps
will be conducted on a frequent (optimally, quarterly) and
ongoing basis. However, since quality cuts across all aspects
of a program, not all domains of quality can necessarily be
considered at all times. Within a sustainable system of quality
improvement, programs can opt to focus on a subset of quality
dimensions and their respective measures.
Determining Which Measures Are Needed
Performance measures provide information about how
well the service site is meeting pre-established goals (148).
The following questions should be considered when selecting
performance measures (143):
• Is the topic important to measure and report? For example,
does it address a priority aspect of health care, and is there
opportunity for improvement?
• What is the level of evidence for the measure (e.g., that a
change in the measure is likely to represent a true change in
health outcomes)? Does the measure produce consistent
(reliable) and credible (valid) results about the quality of care?
• Are the results meaningful and understandable and useful
for informing quality improvement?
• Is the measure feasible? Can it be implemented without
undue burden (e.g., captured with electronic data or
electronic health records)?
Performance measures should consider the quality of the
structure of services (e.g., the characteristics of the settings in which
providers deliver health care, including material resources, human
resources, and organizational structure), the process by which care
is provided (whether services are provided correctly and completely,
and how clients perceive the care they receive), and the outcomes
of that care (e.g., client behaviors or health conditions that result)
(149). They also may assess each dimension of quality services
(10,13). Examples of measures that can be used for monitoring the
quality of family planning services (150) and suggested measures
that might help providers monitor quality of care have been listed
(Table 6). However, other measures have been developed that also
might be useful (151153). Service sites that offer family planning
services should select, measure, and assess at least one intermediate
or outcome measure on an ongoing basis, for which the service site
can be accountable. Structure- and process-based measures that
assess the eight dimensions of quality services may be used to better
determine how to improve quality (154).
Collecting Information
Once providers have determined what information is needed,
the next steps are to collect and use that information to improve
the quality of care. Commonly used methods of data collection
include the following:
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22 MMWR / April 25, 2014 / Vol. 63 / No. 4
TABLE 2. Checklist of family planning and related preventive health services for women
Screening components
Family planning services
(provide services in accordance with the appropriate clinical recommendation)
Related preventive
health services
Contraceptive
services*
Pregnancy testing and
counseling Basic infertility services
Preconception health
services STD services
History
Reproductive life plan
§
Screen Screen Screen Screen Screen
Medical history
§,
** Screen Screen Screen Screen Screen Screen
Current pregnancy status
§
Screen
Sexual health assessment
§,
** Screen Screen Screen Screen
Intimate partner violence
§,¶,
** Screen
Alcohol and other drug use
§,¶,
** Screen
Tobacco use
§,¶
Screen (combined
hormonal methods
for clients aged ≥35
years)
Screen
Immunizations
§
Screen Screen for HPV &
HBV
§§
Depression
§,¶
Screen
Folic acid
§,¶
Screen
Physical examamination
Height, weight and BMI
§,¶
Screen (hormonal
methods)
††
Screen Screen
Blood pressure
§,¶
Screen (combined
hormonal methods)
Screen
§§
Clinical breast exam** Screen Screen
§§
Pelvic exam
§,
** Screen (initiating
diaphragm or IUD)
Screen (if clinically
indicated)
Screen
Signs of androgen excess** Screen
Thyroid exam** Screen
Laboratory testing
Pregnancy test ** Screen (if clinically
indicated)
Screen
Chlamydia
§,
Screen
¶¶
Screen
§§
Gonorrhea
§,
Screen
¶¶
Screen
§§
Syphilis
§,¶
Screen
§§
HIV/AIDS
§,¶
Screen
§§
Hepatitis C
§,¶
Screen
§§
Diabetes
§,¶
Screen
§§
Cervical cytology
Screen
§§
Mammography
Screen
§§
Abbreviations: BMI = body mass index; HBV = hepatitis B virus; HIV/AIDS = human immunodeficiency virus/acquired immunodeficiency syndrome; HPV = human papillomavirus;
IUD = intrauterine device; STD = sexually transmitted disease.
* This table presents highlights from CDC’s recommendations on contraceptive use. However, providers should consult appropriate guidelines when treating individual patients to obtain
more detailed information about specific medical conditions and characteristics (Source: CDC. U.S. medical eligibility criteria for contraceptive use 2010. MMWR 2010;59(No. RR-4).
STD services also promote preconception health but are listed separately here to highlight their importance in the context of all types of family planning visits. The services listed in this column
are for women without symptoms suggestive of an STD.
§
CDC recommendation.
U.S. Preventive Services Task Force recommendation.
** Professional medical association recommendation.
††
Weight (BMI) measurement is not needed to determine medical eligibility for any methods of contraception because all methods can be used (U.S. Medical Eligibility Criteria 1) or generally
can be used (U.S. Medical Eligibility Criteria 2) among obese women (Source: CDC. U.S. medical eligibility criteria for contraceptive use 2010. MMWR 2010;59[No. RR-4]). However, measuring
weight and calculating BMI at baseline might be helpful for monitoring any changes and counseling women who might be concerned about weight change perceived to be associated
with their contraceptive method.
§§
Indicates that screening is suggested only for those persons at highest risk or for a specific subpopulation with high prevalence of an infection or condition.
¶¶
Most women do not require additional STD screening at the time of IUD insertion if they have already been screened according to CDC’s STD treatment guidelines (Sources: CDC. STD treatment
guidelines. Atlanta, GA: US Department of Health and Human Services, CDC; 2013. Available at http://www.cdc.gov/std/treatment. CDC. Sexually transmitted diseases treatment guidelines,
2010. MMWR 2010;59[No. RR-12]). If a woman has not been screened according to guidelines, screening can be performed at the time of IUD insertion and insertion should not be delayed.
Women with purulent cervicitis or current chlamydial infection or gonorrhea should not undergo IUD insertion (U.S. Medical Eligibility Criteria 4) women who have a very high individual
likelihood of STD exposure (e.g. those with a currently infected partner) generally should not undergo IUD insertion (U.S. Medical Eligibility Criteria 3) (Source: CDC. US medical eligibility
criteria for contraceptive use 2010. MMWR 2010;59[No. RR-4]). For these women, IUD insertion should be delayed until appropriate testing and treatment occurs.
• Review of medical records. All records that detail service
delivery activities can be reviewed, including encounters
and claims data, client medical records, facility logbooks,
and others. It is important that records be carefully
designed, sufficiently detailed, provide accurate
information, and have access restricted to protect
confidentiality. The use of electronic health records can
facilitate some types of medical record review.
• Exit interview with the client. A patient is asked (through
either a written or in-person survey) to describe what
happened during the encounter or their assessment of their
satisfaction with the visit. Both quantitative (close-ended
questions) and qualitative (open-ended questions)
methods can be used. Limitations include a bias toward
clients reporting higher degrees of satisfaction, and the
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 23
TABLE 3. Checklist of family planning and related preventive health services for men
Screening components and source
of recommendation
Family planning services
(provide services in accordance with the appropriate clinical recommendation)
Related preventive
health servicesContraceptive services*
Basic infertility
services
Preconception
health services
STD services
§
History
Reproductive life plan
Screen Screen Screen Screen
Medical history
¶,††
Screen Screen Screen Screen
Sexual health assessment
¶,††
Screen Screen Screen Screen
Alcohol & other drug use
¶,
**
,††
Screen
Tobacco use
¶,
** Screen
Immunizations
Screen Screen for HPV & HBV
§§
Depression
¶,
** Screen
Physical examination
Height, weight, and BMI
¶,
** Screen
Blood pressure**
,††
Screen
§§
Genital exam
††
Screen (if clinically
indicated)
Screen (if clinically
indicated)
Screen
§§
Laboratory testing
Chlamydia
Screen
§§
Gonorrhea
Screen
§§
Syphilis
¶,
** Screen
§§
HIV/AIDS
¶,
** Screen
§§
Hepatitis C
¶,
** Screen
§§
Diabetes
¶,
** Screen
§§
Abbreviations: HBV = hepatitis B virus; HIV/AIDS = human immunodeficiency virus/acquired immunodeficiency syndrome; HPV = human papillomavirus virus;
STD = sexually transmitted disease.
* No special evaluation needs to be done prior to making condoms available to males. However, when a male client requests advice on pregnancy prevention, he
should be provided contraceptive services as described in the section “Provide Contraceptive Services.
The services listed here represent a sub-set of recommended preconception health services for men that were recommended and for which there was a direct link
to fertility or infant health outcomes (Source: Frey K, Navarro S, Kotelchuck M, Lu M. The clinical content of preconception care: preconception care for men. Am J
Obstet Gynecol 2008;199[6 Suppl 2]:S389–95).
§
STD services also promote preconception health, but are listed separately here to highlight their importance in the context of all types of family planning visit. The
services listed in this column are for men without symptoms suggestive of an STD.
CDC recommendation.
** U.S. Preventive Services Task Force recommendation.
††
Professional medical association recommendation.
§§
Indicates that screening is suggested only for those persons at highest risk or for a specific subpopulation with high prevalence of infection or other condition.
providers behavior might be influenced if she or he knows
clients are being interviewed.
• Facility audit. Questions about a service sites structure
(e.g., on-site availability of a broad range of FDA-approved
methods) and processes (e.g., skills and technical
competence of staff, referral mechanisms) can be used to
determine the readiness of the facility to serve clients.
• Direct observation. A providers behavior is observed
during an actual encounter with a client. Evaluation of a
full range of competencies, including communication
skills, can be carried out. A main limitation is that the
observer’s presence might influence the providers
performance.
• Interview with the health-care provider. Providers are
interviewed about how specific conditions are managed.
Both closed- and open-ended questions can be used,
although it is important to frame the question so that the
correct’ answer is not suggested. A limitation is that
providers tend to over-report their performance.
Consideration and Use of the Findings
After data are collected, they should be tabulated, analyzed,
and used to improve care. Staff whose performance was assessed
should be involved in the development of the data collection
tools and analysis of results. Analysis should address the
following questions (155):
• What is the performance level of the facility?
• Is there a consistent pattern of performance among
providers?
• What is the trend in performance?
• What are the causes of poor performance?
• How can performance gaps be minimized?
Given the findings, service site staff should use a systematic
approach to identifying ways to improve the quality of care.
One example of a systematic approach to improving the
quality of care is the “Plan, Do, Study, and Act” (PDSA) model
(147,156), in which staff first develop a plan for improving
quality, then execute the plan on a small scale, evaluate feedback
to confirm or adjust the plan, and finally, make the plan
Recommendations and Reports
24 MMWR / April 25, 2014 / Vol. 63 / No. 4
TABLE 4. Suggested measures of the quality of family planning services
Type of measure and dimension of quality Measure Source
Health outcome • Unintended pregnancy
• Teen pregnancy
• Birth spacing
• Proportion of female users at risk for unintended pregnancy who adopt or
continue use of an FDA-approved contraceptive method (measured for any
method; highly effective methods; or long-acting reversible methods)
[Intermediate outcome]
PIMS*
Safe (Structure) • Proportion of providers that follow the most current CDC recommendations on
contraceptive safety
Effective
(Structure, or the characteristics of the
settings in which providers deliver health
care, including material resources,
human resources, and organizational
structure)
• Site dispenses or provides on-site a full range of FDA-approved contraceptive methods
to meet the diverse reproductive needs and goals of clients; short-term hormonal,
long-acting reversible contraception (LARC), emergency contraception (EC).
• Proportion of female users aged ≥24 years who are screened annually for chlamydial
infection.
• Proportion of female users aged ≥24 years who are screened annually for gonorrhea.
• Proportion of users who were tested for HIV during the past 12 months.
• Proportion of female users aged ≥21 years who have received a Pap smear within
the past 3 years.
PIMS*
Client-centered
(Process, or whether services are provided
correctly and completely, and how
clients perceive the care they receive)
• Proportion of clients who report the provider communicates well, shows respect,
spends enough time with the client, and is informed about the client’s medical
history.
• Proportion of clients who report that
Staff are helpful and treat clients with courtesy and respect.
His or her privacy is respected.
She or he receives contraceptive method that is acceptable to her or him.
CAHPS
RQIP
§
Efficient
(Structure)
• Site uses electronic health information technology or electronic health records to
improve client reproductive health.
PIMS*
Timely
(Structure and process)
• Average number of days to the next appointment.
• Site offers routine contraceptive resupply on a walk-in basis.
• Site offers on-site HIV testing (using rapid technology).
• Site offers on-site HPV and hepatitis B vaccination.
PIMS*
Accessible
(Structure and process)
• Site offers family planning services during expanded hours of operation.
• Proportion of total family planning encounters that are encounters with ongoing or
continuing users.
• Proportion of clients who report that his or her care provider follows up to give test
results, has up-to-date information about care from specialists, and discusses other
prescriptions.
• Site has written agreements (e.g., MOUs) with the key partner agencies for health
care (especially prenatal care, primary care, HIV/AIDS) and social service (domestic
violence, food stamps) referrals.
PIMS*
CAHPS–PCMH item set
on care coordination
Equitable
(Structure)
• Site offers language assistance at all points of contact for the most frequently
encountered language(s).
PIMS*
Value • Average cost per client. CDC
Abbreviations: CAPHS = Agency for Healthcare Research and Quality’s Consumer Assessment of Health Care Providers and Systems; FDA = Food and Drug Administration;
HPV = human papillomavirus; MOU = memorandum of understanding; PIMS = Performance Information and Monitoring System; RQIP = Regional Quality Indicators Program.
* Source: Fowler C. Title X Family Planning Program Performance Information and Monitoring System (PIMS): Description of Proposed Performance Measures [DRAFT].
Washington, DC: Research Triangle Institute; 2012.
Source: Agency for Healthcare Research and Quality. Consumer Assessment of Healthcare Providers and Systems (CAHPS). Available at https://www.cahps.ahrq.
gov/default.asp.
§
Source: John Snow International. The Regional Quality Indicators Project (RQIP). Boston, MA: John Snow International; 2014. Available at http://www.jsi.com/
JSIInternet/USHealth/project/display.cfm?ctid=na&cid=na&tid=40&id=2621.
Sources: Haddix A, Corso P, Gorsky R. Costs. In: Haddix A, Teutsch S, Corso P, eds. Prevention effectiveness: a guide to decision analysis and economic evaluation. 2nd
ed. Oxford, UK: Oxford University Press; 2003; Stiefel M, Nolan K. A guide to measuring the triple aim: population health, experience of care, and per capita cost.
Cambridge, MA: Institute for Healthcare Improvements; 2012.
permanent. Examples of steps that may be taken to improve
the quality of care include developing job aids, providing
task-specific training for providers, conducting more patient
education, or strengthening relationships with referral sites
through formal memoranda of understanding (146).
Conclusion
The United States continues to face substantial challenges to
improving the reproductive health of the U.S. population. The
recommendations in this report can contribute to improved
reproductive health by defining a core set of family planning
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 25
services for women and men, describing how to provide
contraceptive and other family planning services to both adult
and adolescent clients, and encouraging the use of the family
planning visit to provide selected preventive health services for
women and men. This guidance is intended to assist primary
care providers to offer the family planning services that will
help persons and couples achieve their desired number and
spacing of children and increase the likelihood that those
children are born healthy.
Recommendations are updated periodically. The most recent
versions are available at http://www.hhs.gov/opa.
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Recommendations and Reports
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The recommendations were developed jointly under the
auspices of CDC’s Division of Reproductive Health (DRH)
and the Office of Population Affairs (OPA), in consultation
with a wide range of experts and key stakeholders. A
multistage process that drew on established procedures for
developing clinical guidelines (1,2) was used to develop the
recommendations. In April 2010, an Expert Work Group
(EWG) comprising family planning clinical providers, program
administrators, representatives from relevant federal agencies,
and representatives from professional medical organizations
was created to advise OPA and CDC on the structure and
content of the revised recommendations and to help make the
recommendations more feasible and relevant to the needs of
the field. This group made two key initial recommendations:
1) to examine the scientific evidence for three priority areas of
focus identified as key components of family planning service
delivery, (i.e., counseling and education, serving adolescents,
and quality improvement); and 2) to guide providers of family
planning services in the use of various recommendations for
how to provide clinical care to women and men.
Developing Recommendations on
Counseling, Adolescent Services,
and Quality Improvement
Systematic reviews of the published literature from January 1985
through December 2010 were conducted for each priority topic
to identify evidence-based and evidence-informed approaches to
family planning service delivery. Standard methods for conducting
the reviews were used, including the development of key questions
and analytic frameworks, the identification of the evidence base
through a search of the published as well as “gray literature
(i.e., studies published somewhere other than in a peer-reviewed
journal), and a synthesis of the evidence in which findings were
summarized and the quality of individual studies was considered,
using the methodology of the U.S. Preventive Services Task Force
(USPSTF) (3). Eight databases were searched (i.e., MEDLINE,
PsychInfo, PubMed, CINAHL, Cochrane, EMBASE, POPLINE,
and the U.K. National Clearinghouse Service Economic
Evaluation Database) and were restricted to literature from the
United States and other developed countries. Summaries of the
evidence used to prepare these recommendations will appear in
background papers that will be published separately.
In May 2011, three technical panels (one for each priority
topic) comprising subject matter experts were convened
to consider the quality of the evidence and suggest what
recommendations might be justified on the basis of the
evidence. CDC and OPA used this feedback to develop core
recommendations for counseling, serving adolescents, and
quality improvement. EWG members subsequently reviewed
these core recommendations; EWG members differed from the
subject matter experts in that they were more familiar with the
family planning service delivery context and could comment
on the feasibility and appropriateness of the recommendations
as well as on their scientific justification. EWG members met
to consider the core recommendations using 1) the quality
of the evidence; 2) the positive and negative consequences of
implementing the recommendations on health outcomes, costs
or cost-savings, and implementation challenges; and 3) the
relative importance of these consequences (e.g., the ability of
the recommendations to have a substantial effect on health
outcomes may be weighed more than the logistical challenges
of implementing them) (1). In certain cases, when the evidence
was inconclusive or incomplete, recommendations were made on
the basis of expert opinion (see Appendix B). Finally, CDC and
OPA staff considered the feedback from EWG members when
finalizing the core recommendations and writing this report.
Developing Recommendations
on Clinical Services
DRH and OPA staff members synthesized recommendations
for clinical care for women and for men that were developed
by >35 federal and professional medical organizations. They
were assisted in this effort by staff from OPAs Office of Family
Planning Male Training Center and from CDC’s Division of
STD Prevention, Division of Violence Prevention, Division
of Immunization Services, and Division of Cancer Prevention
and Control. The synthesis was needed because clinical
recommendations are sometimes inconsistent with each other
and can vary by the extent to which they are evidence-based.
The clinical recommendations addressed contraceptive services,
achieving pregnancy, basic infertility services, preconception
health services, sexually transmitted disease services, and related
health-care services.
An attempt was made to apply the Institute of Medicine’s
criteria for clinical practice guidelines when deciding which
professional medical organizations to include in the review (2).
However, many organizations did not articulate the process
used to develop the recommendations fully, and many did not
Appendix A
How the Recommendations Were Developed
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 31
conduct comprehensive and systematic reviews of the literature.
In the end, to be included in the synthesis, the recommending
organization had to be a federal agency or major professional
medical organization that represents established medical
disciplines. In addition, a recommendation had to be made on
the basis of an independent review of the evidence or expert
opinion and be considered a primary source that was developed
for the United States.
In July 2011, two technical panels comprising subject matter
experts on clinical services for women and men were convened
to review the synthesis of federal and professional medical
recommendations, reconcile inconsistent recommendations,
and provide individual feedback to CDC and OPA about the
implications for family planning service delivery. CDC and OPA
used this individual feedback to develop core recommendations
for clinical services. The core recommendations were subsequently
reviewed by EWG members, and feedback was used to finalize
the core recommendations and write this report.
Members of the technical panels recommended that
contraceptive services, pregnancy testing and counseling,
services to achieve pregnancy, basic infertility care, STD services,
and other preconception health services should be considered
family planning services. This feedback considered federal
statute and regulation, CDC and USPSTF recommendations
for clinical care, and EWG members’ opinion.
Because CDC’s preconception health recommendations
include many services, the panel narrowed the range of
preconception services that were included by using the following
criteria: 1) the Select Panel on Preconception Care (4) had
assigned an A or B recommendation to that service for women,
which means that there was either good or fair evidence to
support the recommendation that the condition be considered
in a preconception care evaluation (Table 1), or 2) the service
was included among recommendations made by experts in
preconception health for males (5). Services for men that
addressed health conditions that affect reproductive capacity
or pregnancy outcomes directly were included as preconception
health; services that addressed mens health but that were not
related directly to pregnancy outcomes were considered to be
related preventive health services.
The Expert Work Group noted that more preventive services
are recommended than can be offered feasibly in some settings.
However, a primary purpose of this report is to set a broad
framework within which individual clinics will tailor services
to meet the specific needs of the populations that they serve.
In addition, EWG members identified specific subgroups that
should have the greatest priority for preconception health
services (i.e., those trying to achieve pregnancy and those
at high risk of unintended pregnancy). Future operational
research should provide more information about how to deliver
these services most efficiently during multiple visits to clients
with diverse needs.
Determining How Clinical Services
Should Be Provided
Various federal agencies and professional medical associations
have made recommendations for how to provide family
planning services. When considering these recommendations,
the Expert Work Group used the following hierarchy:
• Highest priority was given to CDC guidelines because
they are developed after a rigorous review of scientific
evidence. CDC guidelines tailor recommendations for
higher risk individuals, (whereas USPSTF focuses on
average risk individuals), who are more representative of
the clients seeking family planning services.
• When no CDC guideline existed to guide the
recommendations, the relevant USPSTF A or B
recommendations (which indicate a high or moderate
certainty that the benefit is moderate to substantial) were
used. USPSTF recommendations are made on the basis of
a thorough review of the available evidence.
• If neither a CDC nor a USPSTF A or B recommendation
existed, the recommendations of selected major professional
medical associations were considered as resources. The
American Academy of Pediatrics’ (AAP) Bright Futures
guidelines (6) were used as the primary source of
recommendations for adolescents when no CDC or
USPSTF recommendations existed.
• For a limited number of recommendations, there were no
federal or major professional medical recommendations, but
the service was recommended by EWG members on the basis
of expert opinion for family planning clients.
In some cases, a service was graded as an I recommendation
by USPSTF for the general population (an I recommendation
means that the current evidence is insufficient to assess the balance
of benefits and harms of the service, so if the service is offered,
patients should be informed of this fact), but either CDC, EWG
members, or another organization recommended the service for
women or men seeking family planning services. The situations
in which this occurred and the reasons why the service was
recommended despite its receiving an I recommendation by
USPSTF have been summarized (Table 2). The approach used to
consider the evidence and make recommendations that are used
by USPSTF have been summarized (Tables 3 and 4) (7).
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32 MMWR / April 25, 2014 / Vol. 63 / No. 4
References
1. GRADE Working Group. GRADE: going from evidence to
recommendations. BMJ 2008;336:1049–51.
2. Institute of Medicine. Clinical practice guidelines we can trust. Washington,
DC: The National Academies Press; 2011. Available at http://www.nap.
edu/catalog.php?record_id=13058.
3. US Preventive Services Task Force. USPSTF: methods and processes.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2013. Available at http://www.
uspreventiveservicestaskforce.org/methods.htm.
4. Jack BW, Atrash H, Coonrod D, Moos M, O’Donnell J, Johnson K. The
clinical content of preconception care: an overview and preparation of this
supplement. Am J Obstet Gynecol 2008;199(Suppl 2):S266–79.
5. Frey KA, Navarro S, Kotelchuck M, Lu M. The clinical content of
preconception care: preconception care for men. Am J Obstet Gynecol
2008;199(Suppl 2):S389–95.
6. Committee on Practice and Ambulatory Medicine, Bright Futures
Periodicity Schedule Workgroup. 2014 recommendations for pediatric
preventive health care. Pediatrics 2014;133;568.
7. US Preventive Services Task Force. Grade definitions. Rockville, MD: US
Department of Health and Human Services, Agency for Healthcare Research
and Quality; 2013. Available at http://www.uspreventiveservicestaskforce.
org/uspstf/grades.htm.
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MMWR / April 25, 2014 / Vol. 63 / No. 4 33
TABLE 2. Services included in these recommendations that received a U.S. Preventive Services Task Force (USPSTF) I recommendation
Service/screen USPSTF recommendation Why the service is recommended despite a USPSTF I recommendation
Alcohol I for adolescents The recommendations are consistent with CDC’s recommendations on preconception health and
AAP’s Bright Futures* guidelines.
Other drugs I for adolescents and adults The recommendations are consistent with CDC’s recommendations on preconception health and
AAP’s Bright Futures guidelines.
Clinical breast exam I for all women No CDC recommendation exists, but ACOG and ACS recommend conducting clinical breast exams,
and the Expert Work Group endorsed the ACOG recommendation.
Chlamydia I for all males The recommendations are consistent with CDC’s STD treatment guidelines.
Gonorrhea I for all males The recommendations are consistent with CDC’s STD treatment guidelines.
Source: US Preventive Services Task Force. USPSTF recommendations. Available at http://www.uspreventiveservicestaskforce.org/recommendations.htm.
Abbreviations: AAP=American Academy of Pediatrics; ACS = American Cancer Society; ACOG = American Congress of Obstetricians and Gynecologists; STD = sexually
transmitted disease.
* Source: Committee on Practice and Ambulatory Medicine, Bright Futures Periodicity Schedule Workgroup. 2014 recommendations for pediatric preventive health
care. Pediatrics 2014;133;568.
TABLE 1. Select Panel on Preconception Care grading system
Quality of the evidence*
I-a Evidence was obtained from at least one properly conducted, randomized, controlled trial that was performed with subjects who were not pregnant.
I-b Evidence was obtained from at least one properly conducted, randomized, controlled trial that was done not necessarily before pregnancy.
II-1 Evidence was obtained from well-designed, controlled trials without randomization.
II-2 Evidence was obtained from well-designed cohort or case-control analytic studies, preferably conducted by more than one center or research group.
II-3 Evidence was obtained from multiple-time series with or without the intervention, or dramatic results in uncontrolled experiments.
III Opinions were gathered from respected authorities on the basis of clinical experience, descriptive studies and case reports, or reports of expert
committees.
Strength of the recommendation
A There is good evidence to support the recommendation that the condition be considered specifically in a preconception care evaluation.
B There is fair evidence to support the recommendation that the condition be considered specifically in a preconception care evaluation.
C There is insufficient evidence to recommend for or against the inclusion of the condition in a preconception care evaluation, but recommendation to
include or exclude may be made on other grounds.
D There is fair evidence to support the recommendation that the condition be excluded in a preconception care evaluation.
E There is good evidence to support the recommendation that the condition be excluded in a preconception care evaluation.
Source: Jack B, Atrash H, Coonrod D, Moos M, O’Donnell J, Johnson K. The clinical content of preconception care: an overview and preparation of this supplement.
Am J Obstet Gynecol 2008;199(6 Suppl 2):S266–79.
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34 MMWR / April 25, 2014 / Vol. 63 / No. 4
TABLE 3. U.S. Preventive Services Task Force (USPSTF) grades, definitions, and suggestions for practice
Grade Definition Suggestions for practice
A USPSTF recommends the service. There is high certainty that the net
benefit is substantial.
This service should be offered or provided.
B USPSTF recommends the service. There is high certainty that the net
benefit is moderate, or there is moderate certainty that the net
benefit is moderate to substantial.
This service should be offered or provided.
C Clinicians may provide this service to selected patients depending on
individual circumstances. However, for a majority of persons without
signs or symptoms there is likely to be only a limited benefit from
this service.
This service should be offered or provided only if other
considerations support the offering or providing the service in an
individual patient.
D USPSTF recommends against the service. There is moderate or high
certainty that the service has no net benefit or that the harms
outweigh the benefits.
Use of this service should be discouraged.
I Statement USPSTF concludes that the current evidence is insufficient to assess
the balance of benefits and harms of the service. Evidence is lacking,
of poor quality, or conflicting, and the balance of benefits and harms
cannot be determined.
The clinical considerations section of USPSTF recommendation
statement should be consulted. If the service is offered, patients
should be educated about the uncertainty of the balance of
benefits and harms.
Source: US Preventive Services Task Force. USPSTF: methods and processes. Available at http://www.uspreventiveservicestaskforce.org/methods.htm.
TABLE 4. Levels of certainty regarding net benefit
Level of certainty* Description
High The available evidence usually includes consistent results from well-designed, well-conducted studies in representative primary care
populations. These studies assess the effects of the preventive service on health outcomes. This conclusion is therefore unlikely to be
strongly affected by the results of future studies.
Moderate The available evidence is sufficient to determine the effects of the preventive service on health outcomes, but confidence in the estimate is
constrained by such factors as
• the number, size, or quality of individual studies;
• inconsistency of findings across individual studies;
• limited generalizability of findings to routine primary care practice; and
• lack of coherence in the chain of evidence.
As more information becomes available, the magnitude or direction of the observed effect could change, and this change may be large
enough to alter the conclusion.
Low The available evidence is insufficient to assess effects on health outcomes is insufficient because of
• the limited number or size of studies,
• important flaws in study design or methods,
• inconsistency of findings across individual studies,
• gaps in the chain of evidence,
• findings not generalizable to routine primary care practice,
• lack of information on important health outcomes, or
• more information required to allow estimation of effects on health outcomes.
Source: US Preventive Services Task Force. USPSTF: methods and processes. Available at http://www.uspreventiveservicestaskforce.org/methods.htm.
* The US Preventive Services Task Force (USPSTF) defines certainty as the likelihood that the USPSTF assessment of the net benefit of a preventive service is correct.
The net benefit is defined as benefit minus harm of the preventive service as implemented in a general, primary care population. USPSTF assigns a certainty level
on the basis of the nature of the overall evidence available to assess the net benefit of a preventive service.
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MMWR / April 25, 2014 / Vol. 63 / No. 4 35
Sixteen core recommendations that were considered by
the Expert Work Group (EWG) are presented below. Each
recommendation is accompanied by a summary of the
relevant evidence (full summaries of which will be published
separately), a list of potential consequences of implementing
the recommendation, and its rationale. When considering the
recommendations, the Expert Work Group was divided into
two groups (one comprising seven members and the other five
members), and each group considered separate recommendations.
Definition of Family
Planning Services
Recommendation: Primary care providers should offer the
following family planning services: contraceptive services for
women and men who want to prevent pregnancy and space
births, pregnancy testing and counseling, help for clients who
wish to achieve pregnancy, basic infertility services, sexually
transmitted disease (STD) services and preconception health
services to improve the health of women, men, and infants.
Quality of evidence: A systematic review was not conducted;
the recommendation was made on the basis of federal statute
and regulation (1,2), CDC clinical recommendations (35),
and expert opinion.
Potential consequences: Adding preconception health
services means that more women and men will receive
preconception health services. The recommended services
also will promote the health of women and men even if
they do not have children. The human and financial cost of
providing preconception health services might mean that fewer
contraceptive and other services can be offered in some settings.
Rationale: Services to prevent and achieve pregnancy
are core to the federal government’s efforts to promote
reproductive health. Adding preconception health as a family
planning service is consistent with this mission; it emphasizes
achieving a healthy pregnancy and also promotes adult health.
Adding preconception health is also consistent with CDC
recommendations to integrate preconception health services
into primary care platforms (3). All seven EWG members
agreed to this recommendation.
Preconception Health — Women
Recommendation: Preconception health services for
women include the following screening services: reproductive
Appendix B
The Evidence, Potential Consequences, and Rationales for Core Recommendations
life plan; medical history; sexual health assessment; intimate
partner violence, alcohol, and other drug use; tobacco use;
immunizations; depression; body mass index (BMI); blood
pressure; chlamydia, gonorrhea, syphilis, and HIV/AIDS; and
diabetes. All female clients also should be counseled about the
need to take a daily supplement of folic acid. When screening
results indicate the presence of a health condition, the provider
should take steps either to provide or to refer the client for
the appropriate further diagnostic testing and or treatment.
Services should be provided in a manner that is consistent
with established federal and professional medical associations
recommendations to enable clients who need services to receive
them and to avoid over-screening.
Quality of evidence: A systematic review was not conducted;
the recommendation was made on the basis of CDC’s
recommendations to improve preconception health and health
care (3) and a review of preconception health services by an
expert panel on preconception care for women (6).
Potential consequences: More women will receive specified
preconception health services, which will improve the health of
infants and women. The evidence base for preconception health
is not fully established. There is a potential risk that a client with
a positive screen will not be able to afford treatment if the client is
uninsured and not eligible for public programs. The human and
financial cost of providing preconception health services might
mean that fewer contraceptive and other services can be offered.
Rationale: The potential benefits to the health of women and
infants were thought by the panel to be greater than the costs,
potential harms, and opportunity costs of providing these services.
Implementation (e.g., training and monitoring of providers) can
address the issues related to providers over-screening and not
following the federal and professional medical recommendations.
CDC will continue to monitor related research and modify these
recommendations, as needed. Health-care reform might make
follow-up care more available to low-income clients. All seven
EWG members agreed to this recommendation.
Preconception Health — Men
Recommendation: Preconception health services for men
include the following screening services: reproductive life
plan; medical history; sexual health assessment; alcohol and
other drug use; tobacco use; immunizations; depression;
BMI; blood pressure; chlamydia, gonorrhea, syphilis, and
HIV/AIDS; and diabetes. When screening results indicate
the presence of a health condition, the provider should take
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36 MMWR / April 25, 2014 / Vol. 63 / No. 4
steps either to provide or to refer the client for the appropriate
further diagnostic testing and or treatment. Services should be
provided in a manner that is consistent with established federal
and professional medical associations’ recommendations to
ensure that clients who need services receive them and to avoid
over-screening.
Quality of evidence: A systematic review was not conducted;
the recommendation was made on the basis of CDC’s
recommendations to improve preconception health and
health care (3) and a review of preconception health services
for men (7).
Potential consequences: More men will receive
preconception health services, which might improve infant and
mens health. The evidence base for preconception health is not
well established and is less than that for womens preconception
health. There is a risk of over-screening if recommendations
are not followed. There is a potential risk that a client with
a positive screen might not be able to afford treatment if the
client is uninsured and not eligible for public programs. The
human and financial cost of providing preconception health
services might mean that fewer contraceptive and other services
can be offered.
Rationale: The potential benefits to men and infant health
were thought by the panel to be greater than the costs, potential
harms, and opportunity costs of not providing these services.
Implementation (e.g., training and monitoring of providers)
can address the issues related to providers over-screening
and not following the federal and professional medical
recommendations. CDC will continue to monitor related
research and modify these recommendations, as needed.
Health-care reform might make follow-up care more available
to low-income clients. All seven EWG members agreed to this
recommendation.
Contraceptive Services —
Contraceptive Counseling Steps
Recommendation: To help a client who is initiating or
switching to a new method of contraception, providers should
follow these steps, which are in accordance with the key principles
for providing quality counseling: 1) establish and maintain
rapport with the client; 2) obtain clinical and social information
from the client; 3) work with the client interactively to select the
most effective and appropriate contraceptive method for her or
him; 4) provide a physical assessment related to contraceptive
use, when warranted; and 5) provide the contraceptive method
along with instructions about correct and consistent use, help
the client develop a plan for using the selected method and for
follow-up, and confirm understanding.
Quality of evidence: Twenty-two studies were identified
that examined the impact of contraceptive counseling
in clinical settings and met the inclusion criteria. Of the
16 studies that focused on adults or mixed populations
(adolescents and adults) (823), 11 found a statistically
significant positive impact of counseling interventions with low
(11,12,1416,1821), moderate (8), or unrated (22) intensity
on at least one outcome of interest; study designs included two
cross-sectional surveys (14,22), one pre-post study (21), one
prospective cohort study (8), one controlled trial (15), and
six randomized controlled trials (RCTs) (11,12,16,1820).
Six studies examined the impact of contraceptive counseling
among adolescents (2429), with four finding a statistically
significant positive impact of low-intensity (27) or moderate-
intensity (24,25,29) counseling interventions on at least one
outcome of interest; study designs included two pre-post
studies (24,30), one controlled trial (29), and one RCT (27). In
addition, five studies were identified that examined the impact
of reminder system interventions in clinical settings on family
planning outcomes and met the inclusion criteria (3135); of
these, two found a statistically significant positive impact of
reminder systems on perfect oral contraceptive compliance, a
retrospective historical nonrandomized controlled trial that
examined daily reminder email messages (31) and a cohort
study that examined use of a small reminder device that
emitted a daily audible beep (34). In addition, two studies
examined the impact of reminder systems among depot
medroxyprogesterone acetate users (DMPA) (33,35) with one,
a retrospective cohort study, finding a statistically significant
positive impact of receiving a wallet-sized reminder card with
the date of the next DMPA injection and a reminder postcard
shortly before the next injection appointment on timely
DMPA injections. Statements about safety and unnecessary
medical examinations and tests are made on the basis of CDC
guidelines on contraceptive use (36,37).
Potential consequences: Fewer clients will use methods that
are not safe for them, there will be increased contraceptive use,
increased use of more effective methods, increased continuation
of method use, increased use of dual methods, increased
knowledge, increased satisfaction with services, and increased
use of repeat or follow-up services.
Rationale: Making sure that a contraceptive method is
safe for an individual client is a fundamental responsibility of
all providers of family planning services. Removing medical
barriers to contraceptive use is key to increasing access
to contraception and helping clients prevent unintended
pregnancy. Consistent use of contraceptives is needed to prevent
unintended pregnancies, so appropriate counseling is critical
to ensure clients make the best possible choice of methods for
their unique circumstances, and are supported in continued
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MMWR / April 25, 2014 / Vol. 63 / No. 4 37
use of the chosen method. The principles of quality counseling,
from which the steps listed in the recommendations are based,
are supported by a substantial body of evidence and expert
opinion. Future research to evaluate the five principles will be
monitored and the recommendations modified, as needed. All
seven EWG members agreed to this recommendation.
Contraceptive Services — Tiered
Approach to Counseling
Recommendation: For clients who might want to get
pregnant in the future and prefer reversible methods of
contraception, providers should use a tiered approach to
presenting a broad range of contraceptive methods (including
long-acting reversible contraception such as intrauterine
devices and contraceptive implants), in which the most
effective methods are presented before less effective methods.
Quality of evidence: National surveys have demonstrated
low rates of LARC use overall (38,39). However, Project
CHOICE has demonstrated high uptake of long-acting
reversible contraception (approximately two thirds of clients
when financial barriers are removed) and a very substantial
reduction in rates of unintended pregnancy (40). Further, a
recent study of postpartum contraceptive use shows that 50%
of teen mothers with a recent live birth are using long-acting
reversible contraception postpartum in Colorado, which
demonstrates high levels of acceptance in the context of a
statewide program to remove financial barriers (41).
Potential consequences: Use of long-acting reversible
contraception has the potential to help many more persons
prevent unintended pregnancy because of its ease of use, safety,
and effectiveness. Several questions were raised about ethical
issues in using a tiered approach to counseling. First, is it ethical
to educate about long-acting reversible contraception when
the methods are not all available on-site? Second, conversely,
is it ethical not to inform clients about the most effective
methods? In other health service areas, the standard of care
is to inform the client about the most effective treatment
(e.g., blood pressure medications), so the client can make a
fully informed decision, and this standard should apply in
this instance as well. On the basis of historic experiences,
there is a need to ensure that methods always are offered on
a completely voluntary and noncoercive basis. Health-care
reform might make contraceptive services more available to
the majority of clients.
Rationale: Providers have an obligation to inform clients
about the most effective methods available, even if they cannot
provide them. Further, health-care reform will reduce the
financial barriers to long-acting reversible contraception for
many persons. The potential increase in use of long-acting
reversible contraception and other more effective methods is
likely to help reduce rates of unintended pregnancy. All seven
EWG members agreed to this recommendation.
Contraceptive Services — Broad
Range of Methods
Recommendation: A broad range of methods should be
available on-site or through referral.
Quality of evidence: Three descriptive studies from the review
of quality improvement literature identified contraceptive choice
as an important aspect of quality care (4244).
Potential consequences: Clients will be more likely to select
a method that they will use consistently and correctly.
Rationale: A central tenet of quality health care is that
it be client-centered. Being able to provide a client with
a method that best fits her or his unique circumstances is
essential for that reason. All seven EWG members agreed to
this recommendation.
Contraceptive Services — Education
Recommendation: The content, format, method, and
medium for delivering education should be evidence-based.
Quality of evidence: Seventeen studies were identified
that met the inclusion criteria for this systematic review. Of
these, 15 studies looked at knowledge of correct method use
or contraceptive risks and benefits, including side effects
and method effectiveness (4559). All but one study (56)
found a statistically significant positive impact of educational
interventions on increased knowledge. These studies included
six randomized controlled trials with low risk for bias.
Potential consequences: Clients will make more informed
decisions when choosing a contraceptive method. More clients will
be satisfied with the process of selecting a contraceptive method.
Rationale: Knowledge obtained through educational
activities, as integrated into the larger counseling model, is
a critically important precondition for the client’s ability to
make informed decisions. The techniques described in the
recommendations have a well-established evidence base for
increasing knowledge and satisfaction with services. This
knowledge lays the foundation for further counseling steps that
will increase the likelihood of correct and consistent use, and
increased satisfaction will increase return visits to the service
site, as needed. Four of seven EWG members agreed to this
recommendation; three members did not express an opinion.
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38 MMWR / April 25, 2014 / Vol. 63 / No. 4
Contraceptive Services —
Confirm Understanding
Recommendation: A check box or written statement should
be available in the medical record that can be used to document
that the client expressed understanding of the most important
information about her/his chosen contraceptive method. The
teach-back method may be used to get clients to express the
most important points by repeating back messages about
risks and benefits and appropriate method use and follow-up.
Documentation of understanding using the teach-back method
and a check box or written statement can be used in place of
a written method-specific informed consent.
Quality of evidence: Two studies from outside the family
planning literature (one cohort study and one controlled
trial with unclear randomization) (60,61) and a strong
recommendation by members of the Technical Panel on
Counseling and Education were considered.
Potential consequences: More clients will make informed
decisions, adherence to contraceptive and treatment plans will
improve, and reproductive and other health conditions will be
better controlled.
Rationale: Asking providers to document in the record
that the client is making an informed decision will increase
providers’ attention to this task. This recommendation will
replace a previous requirement that providers obtain method-
specific informed consent from each client (in addition to a
general consent form). Six of seven EWG members agreed to
this recommendation.
Adolescent Services —
Comprehensive Information
Recommendation: Providers should provide comprehensive
information to adolescent clients about how to prevent
pregnancy and STDs. This should include information about
contraception and that avoiding sex (abstinence) is an effective
way to prevent pregnancy and STDs.
Quality of evidence: A systematic review was not conducted
because other recent reviews were available that have shown a
substantial impact of comprehensive sexual health education
on reduced adolescent risk behavior (6266). The evidence for
abstinence-only education was more limited: CDC’s Community
Guide concluded that there was insufficient evidence (67), but
the Department of Health and Human Services’ Office of
Adolescent Health has identified two abstinence-based programs
as having evidence of effectiveness (68).
Potential consequences: Teens will make more informed
decisions and will delay initiation of sexual intercourse. The
absence of harmful effects from comprehensive sexual health
education was noted.
Rationale: The benefits of informing adolescents about all ways
to prevent pregnancy are substantial. Ultimately, each adolescent
should make an informed decision that meets her or his unique
circumstances, based on the counseling provided by the provider.
Six of seven EWG members agreed to this recommendation.
Adolescent Services — Use of Long-
Acting Reversible Contraception
Recommendation: Education about contraceptive methods
should include an explanation that long-acting reversible
contraception is safe and effective for nulliparous women
(women who have not been pregnant or given birth), including
adolescents.
Quality of evidence: CDC guidelines on contraceptive use
(37) provide evidence that long-acting reversible contraception
is safe and effective for adolescents and nulliparous women.
Potential consequences: More providers will encourage
adolescents to consider long-acting reversible contraception;
more adolescents will choose long-acting reversible
contraception, resulting in reduced rates of teen pregnancy,
including rapid repeat pregnancy.
Rationale: Long-acting reversible contraception is safe for
adolescents (37). As noted above, providers should inform
clients about the most effective methods available. The
potential increase in use of long-acting reversible contraception
and other more effective methods by adolescents is substantial
and is likely to lead to further reductions in teen pregnancy.
Three EWG members agreed to this recommendation; two
EWG members abstained.
Adolescent Services —
Confidential Services
Recommendation: Confidential family planning services
should be made available to adolescents, while observing state
laws and any legal obligations for reporting.
Quality of evidence: Six descriptive studies documented
one or more of the following: that confidentiality is important
to adolescents; that many adolescents reported they will not
use reproductive health services if confidentiality cannot be
assured; and that adolescents might not be honest in discussing
reproductive health with providers if confidentiality cannot be
assured (6974). One RCT showed a slight reduction in use of
services after receiving conditional confidentiality, compared
with complete confidentiality (75). One study showed a
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MMWR / April 25, 2014 / Vol. 63 / No. 4 39
positive association between confidentiality and intention to
use services (73).
Potential consequences: Consequences might include an
increased intention to use services, increased use of services, and
reduced rates of teen pregnancy. However, explaining the need
to report under certain circumstances (rape, child abuse) might
deter some adolescent clients from using services. Further, some
parents/guardians might not agree that adolescents should have
access to confidential services.
Rationale: Minors’ rights to confidential reproductive health
services are consistent with state and federal law. The risks of
not providing confidential services to adolescents are great and
likely to result in an increased rate of teen pregnancies. Finally,
this recommendation is consistent with the recommendations
of three professional medical associations that endorse
provision of confidential services to adolescents (7678). All
seven EWG members agreed to this recommendation.
Adolescent Services —
Family-Child Communication
Recommendation: Providers should encourage and promote
family-child communication about sexual and reproductive health.
Quality of evidence: From the family planning literature,
16 parental involvement programs (most using an RCT study
design) were found to be positively associated with at least one
short-term (13 of 16 studies) or medium-term (four of seven
studies) outcome (7994). However, only one of these studies
was linked to clinical services (80); others were implemented
in community settings.
Potential consequences: Consequences might include
increased parental/guardian involvement and communication,
improved knowledge/awareness, increased intentions to use
contraceptives, and the adoption of more pro-social norms
that support parent-child communication about sexual health.
Rationale: The literature provides strong evidence that
increased communication between a child and her/his parent/
guardian will lead to safer sexual behavior among teens,
and numerous community-based programs have created an
evidence base for how to strengthen parents/guardians’ ability
to hold those conversations. Although less is known about
how to do so in a clinical setting, providers can refer their
clients to programs in the community, and principles from the
community-based approaches can be used to help providers
develop appropriate approaches in the clinical setting. Research
in this area will be monitored, and the recommendations will be
revised, as needed. Four of five EWG members who provided
input agreed to this recommendation; one member abstained.
Adolescent Services —
Repeat Teen Pregnancy
Recommendation: Providers should refer pregnant and
parenting adolescents to home visiting and other programs
that have been shown to provide needed support and reduce
rates of repeat teen pregnancy.
Quality of evidence: Three of four studies of clinic-based
programs (using retrospective case-control cohort, ecological
evaluation, and prospective cohort study designs) showed that
comprehensive teen pregnancy prevention programs (programs
with clinical, school, case management, and community
components) were associated with both medium- and long-
term outcomes (9598). In addition, several randomized trials
of community-based home visiting programs, and an existing
systematic review of the home visiting literature, demonstrated
a protective impact of these programs on preventing repeat teen
pregnancy and other relevant outcomes (99103).
Potential consequences: Consequences might include
decreased rapid repeat pregnancy and abortion rates, and
increased use of contraceptives.
Rationale: There is sufficient evidence to recommend that
providers link pregnant and parenting teens to community and
social services that might reduce rates of rapid repeat pregnancy.
Three of seven EWG members agreed to an earlier version of
this recommendation. Other members wanted to remove a
clause about prioritizing the contraceptive needs of pregnant/
parenting teens because they felt that all clients should be
treated as priority clients. This suggestion was adopted, but
the EWG did not have a chance to vote again on the modified
recommendation.
Contraceptive Method Availability
Recommendation: Family planning programs should stock
and offer a broad a range of FDA-approved contraceptive
methods so that the needs of individual clients can be met.
These methods are optimally available on-site, but strong
referrals can serve to make methods not available on-site real
options for clients.
Quality of evidence: No research was identified that
explicitly addressed the question of whether having a broad
range of methods was associated with short-, medium-, or
long-term reproductive health outcomes. However, as noted
above, three descriptive studies from the review of quality
improvement literature identified contraceptive choice as an
important aspect of quality care (4244).
Potential consequences: Consequences might include
increased use of contraception and increased use of reproductive
Recommendations and Reports
40 MMWR / April 25, 2014 / Vol. 63 / No. 4
health services. It also was noted that there are sometimes high
costs to stocking certain methods (e.g., intrauterine devices
and contraceptive implants).
Rationale: Having a broad range of contraceptive methods is
central to client-centered care, a core aspect of providing quality
services. Individual clients need to have a choice so they can
select a method that best fits their particular circumstances.
This is likely to result in more correct and consistent use of
the chosen methods. The benefits of this recommendation
were weighed more heavily than the negative outcomes
(e.g., additional cost). All five EWG members agreed to this
recommendation.
Youth-Friendly Services
Recommendation: Family planning programs should take
steps to make services “youth-friendly.
Quality of evidence: Of 20 studies that were identified,
six looked at short-, medium-, or long-term outcomes with
mixed designs (one group time series, one cross-sectional, three
prospective cohort, and one nonrandomized trial); protective
effects were found on long-term (two of three studies),
medium-term (three of three), and short-term (three of three)
outcomes (29,30,104107). One of these six studies (29), plus
13 other descriptive studies (for a total of 14 studies), presented
adolescents’ or providers’ views on facilitators for adolescent
clients in using youth-friendly family planning services. Key
factors described were confidentiality (13 of 14), accessibility
(11 of 14), peer involvement (three of 14), parental or familial
involvement (four of 14), and quality of provider interaction
(11 of 14) (105121). Four of these studies (111,112,114,121)
plus one other descriptive study (108) described barriers to
clinics adopting and implementing youth-friendly family
planning services.
Potential consequences: Consequences might include
increased use of reproductive health services by adolescents,
improved contraceptive use, use of more effective methods,
more consistent use of contraception, and reduced rates of teen
pregnancy. It is also likely to lead to improved satisfaction with
services and greater knowledge about pregnancy prevention
among adolescents. It is possible that there will be higher costs,
and some uncertainty regarding the benefits due to a relatively
weak evidence base.
Rationale: Existing evidence has demonstrated the
importance of specific characteristics to adolescents’ attitudes
and use of clinical services. The potential benefits of providing
youth-friendly services outweigh the potential costs and
weak evidence base. All five EWG members agreed to this
recommendation. Some thought that it should be cast as an
example of comprehensively client-centered care, rather than
an end of its own.
Quality Improvement
Recommendation: Family planning programs should have
a system for quality improvement, which is designed to review
and strengthen the quality of services on an ongoing basis.
Family planning programs should select, measure, and assess
at least one outcome measure on an ongoing basis, for which
the service site can be accountable.
Quality of evidence: A recent systematic review (122) was
supplemented with 10 articles that provided information related
to client and/or provider perspectives regarding what constitutes
quality family planning services (4244,113,123128). These
studies used a qualitative (k = 4) or cross-sectional (k = 6) study
design. Ten descriptive studies identified client and provider
perspectives on what constitutes quality family planning services,
which include stigma and embarrassment reduction (n = 9), client
access and convenience (n = 8); confidentiality (n = 3); efficiency
and tailoring of services (n = 6); client autonomy and confidence
(n = 5); contraceptive access and choice (n = 4); increased time
of patient-provider interaction (n = 3); communication and
relationship (n = 3); structure and facilities (n = 2); continuity
of care (n = 2). Well-established frameworks for guiding quality
improvement efforts were referenced (122,129132).
Potential consequences: Consequences might include
increased use by clients of more effective contraceptive methods,
clients might be more likely to return for care, client satisfaction
might improve, and there might be reduced rates of teen and
unintended pregnancy, and improved spacing of births.
Rationale: Research, albeit limited, has demonstrated that
quality services are associated with improved client experience
with care and adoption of more protective contraceptive
behavior. Further, these recommendations on quality
improvement are consistent with those made by national leaders
in the quality improvement field. Research is either under way
or planned to validate a core set of performance measures, and
the recommendations will be updated as new findings emerge.
All five EWG members agreed to these recommendations.
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reproductive health services. Fam Plann Perspect 1999;31:294–301.
126. Dixon-Woods M, Stokes T, Young B, Phelps K, Windridge K, Shukla
R. Choosing and using services for sexual health: a qualitative study of
womens views. Sex Transm Infect 2001;77:335–9.
127. Khan NS, Kirkman R. Intimate examinations: use of chaperones in
community-based family planning clinics. BJOG 2000;107:130–2.
128. Fiddes P, Scott A, Fletcher J, Glasier A. Attitudes towards pelvic
examination and chaperones: a questionnaire survey of patients and
providers. Contraception 2003;67:313–7.
129. Bruce J. Fundamental elements of the quality of care: a simple
framework. Stud Fam Plann 1990;21:61–91.
130. Donabedian A. The quality of care. JAMA 1988;260:1743–8.
131. Institute of Medicine. Crossing the quality chasm: a new health system for
the 21st century. Washington, DC: National Academies of Science; 2001.
132. National Quality Forum. ABCs of measurement. Washington, DC:
National Quality Forum; 2011. Available at http://www.qualityforum.
org/Measuring_Performance/ABCs_of_Measurement.aspx.
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 45
Counseling is a process that enables clients to make
and follow through on decisions. Education is an integral
component of the counseling process that helps clients to
make informed decisions. Providing quality counseling is an
essential component of client-centered care.
Key principles of providing quality counseling are listed below
and may be used when providing family planning services. The
model was developed in consultation with the Technical Panel
on Contraceptive Counseling and Education and reviewed by
the Expert Work Group. Although developed specifically for
providing contraceptive counseling, the principles are broad and
can be applied to health counseling on other topics. Although
the principles are listed here in a particular sequence, counseling
is an iterative process, and at every point in the client encounter
it is necessary to determine whether it is important to readdress
and emphasize a given principle.
Principles of Quality Counseling
Principle 1. Establish and Maintain
Rapport with the Client
Establishing and maintaining rapport with a client is vital
to the encounter and achieving positive outcomes (1). This
can begin by creating a welcoming environment and should
continue through every stage of the client encounter, including
follow-up. The contraceptive counseling literature indicates
that counseling models that emphasized the quality of the
interaction between client and provider have been associated
with decreased teen pregnancy, increased contraceptive use,
increased use of more effective methods, increased use of repeat
or follow-up services, increased knowledge, and enhanced
psychosocial determinants of contraceptive use (2–5) .
Principle 2. Assess the Client’s Needs and
Personalize Discussions Accordingly
Each visit should be tailored to the clients individual
circumstances and needs. Clients come to family planning
providers for various services and with varying needs.
Standardized questions and assessment tools can help providers
determine what services are most appropriate for a given visit
(6). Contraceptive counseling studies that have incorporated
standardized assessment tools during the counseling process
have resulted in increased contraceptive use, increased correct
Appendix C
Principles for Providing Quality Counseling
use of contraceptives, and increased use of more effective
methods (2,7,8). Contraceptive counseling studies that have
personalized discussions to meet the individual needs of
clients have been associated with increased contraceptive use,
increased correct use of contraceptives, increased use of more
effective methods, increased use of dual-method contraceptives
to prevent both sexually transmitted diseases (STDs) and
pregnancy, increased quality and satisfaction with services,
increased knowledge, and enhanced psychosocial determinants
of contraceptive use (4,7,9–12).
Principle 3. Work with the Client
Interactively to Establish a Plan
Working with a client interactively to establish a plan,
including a plan for follow-up, is important. Establishing a
plan should include setting goals, discussing possible difficulties
with achieving goals, and developing action plans to deal with
potential difficulties. The amount of time spent establishing a
plan will differ depending on the client’s purpose for the visit
and health-care needs. A client plan that requires behavioral
change should be made on the basis of the client’s own goals,
interests, and readiness for change (13–15). Use of computerized
decision aids before the appointment can facilitate this process
by providing a structured yet interactive framework for
clients to analyze their available options systematically and to
consider the personal importance of perceived advantages and
disadvantages (16,17). The contraceptive counseling literature
indicates that counseling models that incorporated goal
setting and development of action plans have been associated
with increased contraceptive use, increased correct use of
contraceptives, increased use of more effective methods, and
increased knowledge (2,9,18–20). Furthermore, contraceptive
counseling models that incorporated follow-up contacts
resulted in decreased teen pregnancy, increased contraceptive
use, increased correct use of contraceptives, increased use of
more effective methods, increased continuation of method
use, increased use of dual-method contraceptives to prevent
both STDs and pregnancy, increased use of repeat or follow-up
services, increased knowledge, and enhanced psychosocial
determinants of contraceptive use (2,3,7,11,21,22) . From the
family planning education literature, computerized decision
aids have helped clients formulate questions and have been
associated with increased knowledge, selection of more effective
methods, and increased continuation and compliance (23–25).
Recommendations and Reports
46 MMWR / April 25, 2014 / Vol. 63 / No. 4
Principle 4. Provide Information That Can
Be Understood and Retained by the Client
Clients need information that is medically accurate,
balanced, and nonjudgmental to make informed decisions and
follow through on developed plans. When speaking with clients
or providing educational materials through any medium (e.g.,
written, audio/visual, or computer/web-based), the provider
must present information in a manner that can be readily
understood and retained by the client. Strategies for making
information accessible to clients are provided (see Appendix D).
Principle 5. Confirm Client Understanding
It is important to ensure that clients have processed the
information provided and discussed. One technique for
confirming understanding is to have the client restate the most
important messages in her or his own words. This teach-back
method can increase the likelihood of the client and provider
reaching a shared understanding, and has improved compliance
with treatment plans and health outcomes (26,27). Using the
teach-back method early in the decision-making process will
help ensure that a client has the opportunity to understand her
or his options and is making informed choices (28).
References
1. Lambert M. Implications of outcome research for psychotherapy
integration. In: Norcross J, Goldfind M, eds. Handbook of psychotherapy
integration. New York, NY: Basic Books; 1992:94–129.
2. Adams-Skinner J, Exner T, Pili C, Wallace B, Hoffman S, Leu CS. The
development and validation of a tool to assess nurse performance in dual
protection counseling. Patient Educ Couns 2009;76:265–71.
3. Brindis CD, Geierstanger SP, Wilcox N, McCarter V, Hubbard A.
Evaluation of a peer provider reproductive health service model for
adolescents. Perspect Sex Reprod Health 2005;37:85–91.
4. Nobili MP, Piergrossi S, Brusati V, Moja EA. The effect of patient-
centered contraceptive counseling in women who undergo a voluntary
termination of pregnancy. Patient Educ Couns 2007;65:361–8.
5. Proctor A, Jenkins TR, Loeb T, Elliot M, Ryan A. Patient satisfaction
with 3 methods of postpartum contraceptive counseling: a randomized,
prospective trial. J Reprod Med 2006;51:377–82.
6. Fiore M, Jaén C, Baker T, Bailey W, Benowitz N, Curry S. Treating
tobacco use and dependence: 2008 update. Clinical practice guideline.
Rockville, MD: US Department of Health and Human Services; 2008.
Available at http://www.ncbi.nlm.nih.gov/books/NBK63952.
7. Boise R, Petersen R, Curtis KM, et al. Reproductive health counseling
at pregnancy testing: a pilot study. Contraception 2003;68:377–83.
8. Custo G, Saitto C, Cerza S, Sertoli G. The adjusted contraceptive score
(ACS) improves the overall performance of behavioural and barrier
contraceptive methods. Adv Contracept Deliv Syst 1987;3:367–73.
9. Hanna KM. Effect of nurse-client transaction on female adolescents
oral contraceptive adherence. Image J Nurs Sch 1993;25:285–90.
10. Schunmann C, Glasier A. Specialist contraceptive counselling and
provision after termination of pregnancy improves uptake of long-acting
methods but does not prevent repeat abortion: a randomized trial. Hum
Reprod 2006;21:2296–303.
11. Shlay JC, Mayhugh B, Foster M, Maravi ME, Baron AE, Douglas JM
Jr. Initiating contraception in sexually transmitted disease clinic setting:
a randomized trial. Am J Obstet Gynecol 2003;189:473–81.
12. Weisman CS, Maccannon DS, Henderson JT, Shortridge E, Orso CL.
Contraceptive counseling in managed care: preventing unintended
pregnancy in adults. Womens Health Issues 2002;12:79–95.
13. Kaplan D. Family Counseling for all counselors. Greensboro, NC: CAPS
Publications; 2003.
14. Nupponen R. What is counseling all about—basics in the counseling
of health-related physical activity. Patient Educ Couns 1998;
33(Suppl):S61–7.
15. Whitlock EP, Orleans CT, Pender N, Allan J. Evaluating primary care
behavioral counseling interventions: an evidence-based approach. Am
J Prev Med 2002;22:267–84.
16. French RS, Wellings K, Cowan F. How can we help people to choose a
method of contraception? The case for contraceptive decision aids. J Fam
Plann Reprod Health Care 2009;35:219–20.
17. O’Connor AM, Bennett CL, Stacey D, et al. Decision aids for people
facing health treatment or screening decisions. Cochrane Database Syst
Rev 2009;CD001431.
18. Cowley CB, Farley T, Beamis K. “Well, maybe I’ll try the pill for just a
few months...”: brief motivational and narrative-based interventions to
encourage contraceptive use among adolescents at high risk for early
childbearing. Fam Syst Health 2002;20:183–204.
19. Gilliam M, Knight S, McCarthy M Jr. Success with oral contraceptives:
a pilot study. Contraception 2004;69:413–8.
20. Namerow PB, Weatherby N, Williams-Kaye J. The effectiveness of
contingency-planning counseling. Fam Plann Perspect 1989;21:115–9.
21. Berger DK, Perez G, Kyman W, et al. Influence of family planning
counseling in an adolescent clinic on sexual activity and contraceptive
use. J Adolesc Health Care 1987;8:436–40.
22. Winter L, Breckenmaker LC. Tailoring family planning services to the
special needs of adolescents. Fam Plann Perspect 1991;23:24–30.
23. Chewning B, Mosena P, Wilson D, et al. Evaluation of a computerized
contraceptive decision aid for adolescent patients. Patient Educ Couns
1999;38:227–39.
24. Garbers S, Meserve A, Kottke M, Hatcher R, Chiasson MA. Tailored health
messaging improves contraceptive continuation and adherence: results from
a randomized controlled trial. Contraception 2012;86:536–42.
25. Garbers S, Meserve A, Kottke M, Hatcher R, Ventura A, Chiasson MA.
Randomized controlled trial of a computer-based module to improve
contraceptive method choice. Contraception 2012;86:383–90.
26. McMahon SR, Rimsza ME, Bay RC. Parents can dose liquid medication
accurately. Pediatrics 1997;100:330–3.
27. Schillinger D, Piette J, Grumbach K, et al. Closing the loop: physician
communication with diabetic patients who have low health literacy. Arch
Intern Med 2003;163:83–90.
28. National Quality Forum. Health literacy: a linchpin in achieving national
goals for health and healthcare, Issue Brief #13 2009. Available at http://www.
qualityforum.org/Publications/2009/03/Health_Literacy__A_Linchpin_in_
Achieving_National_Goals_for_Health_and_Healthcare.aspx.
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 47
Providers should counsel clients about the effectiveness
of different contraceptive methods.Method effectiveness
is measured as the percentage of women experiencing an
Appendix D
Contraceptive Effectiveness
TABLE. Percentage of women experiencing an unintended pregnancy during the first year of typical use* and the first year of perfect use
of
contraception and the percentage continuing use at the end of the first year — United States
Method
% of women experiencing an unintended pregnancy
within the first year of use
% of women continuing use at 1 year
§
Typical use Perfect use
No method
85.0 85.0
Spermicides** 28.0 18.0 42.0
Fertility awareness-based methods 24.0 47.0
Standard days method
††
5.0
2-day method
††
4.0
Ovulation method
††
3.0
Symptothermal method 0.4
Withdrawal 22.0 4.0 46.0
Sponge 36.0
Parous women 24.0 20.0
Nulliparous women 12.0 9.0
Condom
§§
Female 21.0 5.0 41.0
Male 18.0 2.0 43.0
Diaphragm
¶¶
12.0 6.0 57.0
Combined pill and progestin-only pill 9.0 0.3 67.0
Evra patch 9.0 0.3 67.0
NuvaRing 9.0 0.3 67.0
Depo-Provera 6.0 0.2 56.0
Intrauterine contraceptives
ParaGard (copper T) 0.8 0.6 78.0
Mirena (LNG) 0.2 0.2 80.0
Implanon 0.05 0.05 84.0
Female sterilization 0.5 0.5 100.0
Male sterilization 0.15 0.1 100.0
Emergency Contraceptives: Emergency contraceptive pills or insertion of a copper intrauterine contraceptive after unprotected intercourse substantially reduces the risk of pregnancy.***
Lactational Amenorrhea Method: LAM is a highly effective, temporary method of contraception.
†††
Source: Adapted from Trussell J. Contraceptive efficacy. In: Hatcher RA, Trussell J, Nelson AL, Cates W, Kowal D, Policar M, eds. Contraceptive technology: 20th revised ed. New York, NY: Ardent
Media; 2011.
* Among typical couples who initiate use of a method (not necessarily for the first time), the percentage of couples who experience an accidental pregnancy during the first year if they
do not stop use for any other reason. Estimates of the probability of pregnancy during the first year of typical use for spermicides and the diaphragm are taken from the 1995 National
Survey of Family Growth corrected for underreporting of abortion; estimates for fertility awareness-based methods, withdrawal, the male condom, the pill, and Depo-Provera are taken
from the 1995 and 2002 National Survey of Family Growth corrected for underreporting of abortion. See the text for the derivation of estimates for the other methods.
Among couples who initiate use of a method (not necessarily for the first time) and who use it perfectly (both consistently and correctly), the percentage of couples who experience an
accidental pregnancy during the first year if they do not stop use for any other reason. See the text for the derivation of the estimate for each method.
§
Among couples attempting to avoid pregnancy, the percentage of couples who continue to use a method for 1 year.
The percentages becoming pregnant in columns labeled “typical use” and “perfect use” are based on data from populations in which contraception is not used and from women who
cease using contraception to become pregnant. Among such populations, approximately 89% become pregnant within 1 year. This estimate was lowered slightly (to 85%) to represent
the percentage of women who would become pregnant within 1 year among women now relying on reversible methods of contraception if they abandoned contraception altogether.
** Foams, creams, gels, vaginal suppositories, and vaginal film.
††
The Ovulation and 2-day methods are based on evaluation of cervical mucus. The Standard Days method avoids intercourse on cycle days 8 through 19. The Symptothermal method is
a double-check method based on evaluation of cervical mucus to determine the first fertile day and evaluation of cervical mucus and temperature to determine the last fertile day.
§§
Without spermicides.
¶¶
With spermicidal cream or jelly.
*** Ella, Plan B One-Step, and Next Choice are the only dedicated products specifically marketed for emergency contraception. The label for Plan B One-Step (1 dose is 1 white pill) says to
take the pill within 72 hours after unprotected intercourse. Research has indicated that all of the brands listed here are effective when used within 120 hours after unprotected intercourse.
The label for Next Choice (1 dose is 1 peach pill) says to take one pill within 72 hours after unprotected intercourse and another pill 12 hours later. Research has indicated that that both
pills can be taken at the same time with no decrease in efficacy or increase in side effects and that they are effective when used within 120 hours after unprotected intercourse. The Food
and Drug Administration has in addition declared the following 19 brands of oral contraceptives to be safe and effective for emergency contraception: Ogestrel (1 dose is 2 white pills),
Nordette (1 dose is 4 light-orange pills), Cryselle, Levora, Low-Ogestrel, Lo/Ovral, or Quasence (1 dose is 4 white pills), Jolessa, Portia, Seasonale or Trivora (1 dose is 4 pink pills), Seasonique
(1 dose is 4 light-blue-green pills), Enpresse (1 dose is 4 orange pills), Lessina (1 dose is 5 pink pills), Aviane or LoSeasonique (one dose is 5 orange pills), Lutera or Sronyx (1 dose is 5 white
pills), and Lybrel (1 dose is 6 yellow pills).
†††
However, for effective protection against pregnancy to be maintained, another method of contraception must be used as soon as menstruation resumes, the frequency or duration of
breastfeeds is reduced, bottle feeds are introduced, or the baby reaches age 6 months.
unintended pregnancy during the first year of use, and is
estimated for both typical and perfect use (Table).
Recommendations and Reports
48 MMWR / April 25, 2014 / Vol. 63 / No. 4
The client should receive and understand the information
she or he needs to make informed decisions and follow
treatment plans. This requires careful attention to how
information is communicated. The following strategies can
make information more readily comprehensible to clients:
Strategies for Providing Information to Clients
Educational materials should be provided that are clear and
easy to understand. Educational materials delivered through
any one of a variety of media (for example, written, audio/
visual, computer/web-based) need to be presented in a format
that is clear and easy to interpret by clients with a 4th to 6th
grade reading level (13). Many adults have only a basic
ability to obtain, process, and understand health information
necessary to make decisions about their health (4). Making
easy-to-access materials enhances informed decision-making
(13). Test all educational materials with the intended
audiences for clarity and comprehension before wide-scale use.
The following evidence-based tools provide recommendations
for increasing the accessibility of materials through careful
consideration of content, organization, formatting, and
writing style:
• Health Literacy Universal Precautions Toolkit, provided
by the Agency for Healthcare Research and Quality
(available at http://www.ahrq.gov/qual/literacy),
• Toolkit for Making Written Material Clear and Effective,
provided by the Centers for Medicare and Medicaid Services
(available at http://www.cms.gov/WrittenMaterialsToolkit),
and
• Health Literacy Online, provided by the Office of Disease
Prevention and Health Promotion (available at http://
www.health.gov/healthliteracyonline).
Information should be delivered in a manner that is
culturally and linguistically appropriate. In presenting
information it is important to be sensitive to the client’s
cultural and linguistic preferences (5,6). Ideally information
should be presented in the clients primary language, but
translations and interpretation services should be available
when necessary. Information presented must also be culturally
appropriate, reflecting the clients beliefs, ethnic background,
and cultural practices. Tools for addressing cultural and
linguistic differences and preferences include
• Health Literacy Universal Precautions Toolkit, provided
by the Agency for Healthcare Research and Quality
(available at http://www.ahrq.gov/qual/literacy), and
Appendix E
Strategies for Providing Information to Clients
• Toolkit for Making Written Material Clear and Effective,
Part 11; Understanding and using the “Toolkit Guidelines
for Culturally Appropriate Translation,” provided by the
Centers for Medicare and Medicaid Services (available at
http://www.cms.gov/outreach-and-education/outreach/
writtenmaterialstoolkit/downloads/toolkitpart11.pdf).
The amount of information presented should be limited and
emphasize essential points. Providers should focus on needs
and knowledge gaps identified during the assessment. Many
clients immediately forget or remember incorrectly much of
the information provided. This problem is exacerbated as
more information is presented (79). Limiting the amount
of information presented and highlighting important facts
by presenting them first improves comprehension (1014).
Numeric quantities should be communicated in a way that
is easily understood. Whenever possible, providers should use
natural frequencies and common denominators (for example,
85 of 100 sexually active women are likely to get pregnant
within 1 year using no contraceptive, as compared with 1
in 100 using an IUD or implant), and display quantities in
graphs and visuals. Providers also should avoid using verbal
descriptors without numeric quantities (for example, sexually
active women using an IUD or implant almost never become
pregnant). Finally, they should quantify risk in absolute rather
than relative terms (for example, “the chance of unintended
pregnancy is reduced from 8 in 100 to 1 in 100 by switching
from oral contraceptives to an IUD” versus the chance of
unintended pregnancy is reduced by 87%). Numeracy is more
highly correlated with health outcomes than the ability to read
or listen effectively (15). The strategies listed above can help
clients interpret numeric quantities correctly (1628).
Balanced information on risks and benefits should be
presented and messages framed positively. In addition to
discussing risks, contraindications, and warnings, providers
should discuss the advantages and benefits of contraception.
In presenting this information, providers should express risks
and benefits in a common format (for example, do not present
risks in relative terms and benefits in absolute terms), and frame
messages in positive terms (for example “99 out of 100 women
find this a safe method with no side effects,” versus “1 out of
100 women experience noticeable side effects”). Many clients
prefer to receive a balance of information on risks and benefits
(29), and using a common format avoids bias in presentation
of information (
18,22,26,30). Framing messages positively
increases acceptance and comprehension (18,22,31,32).
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 49
Active client engagement should be encouraged. Providers
should use educational materials that encourage active
information processing (e.g., questions, quizzes, fill-in-the-
blank, web-based games, and activities). In addition, they
should be sure the client has an opportunity to discuss the
information provided, and when speaking with a client,
providers should engage her or him actively. Research has
indicated that interactive materials improve knowledge
of contraceptive risks, benefits, and correct method use
(33–35). Clients also value spoken information (29,36); and
educational materials, when delivered by a provider, more
effectively increase knowledge (10,37). In particular, presenting
information in a question and answer format is more effective
than simply presenting the information (10,15,3741).
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adolescents’ sexual and condom use behavior. Health Educ Behav
2000;27:454–70.
38. McMahon SR, Rimsza ME, Bay RC. Parents can dose liquid medication
accurately. Pediatrics 1997;100:330–3.
39. Belcher L, Kalichman S, Topping M, et al. A randomized trial of a brief
HIV risk reduction counseling intervention for women. J Consult Clin
Psychol 1998;66:856–61.
40. Eldridge GD, St Lawrence JS, Little CE, et al. Evaluation of the HIV
risk reduction intervention for women entering inpatient substance
abuse treatment. AIDS Educ Prev 1997;9(Suppl):62–76.
41. Jaccard J. Unlocking the contraceptive conundrum. Washington, DC:
The National Campaign to Prevent Teen and Unplanned Pregnancy;
2009. Available at http://thenationalcampaign.org/resource/
unlocking-contraception-conundrum.
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 51
The following services have been given a D recommendation
from the U.S. Preventive Services Task Force (USPSTF), which
indicates that the potential harms of routine screening outweigh
the benefits. Providers should not perform these screening services.
The USPSTF has recommended against offering the
following services to women and men:
• Asymptomatic bacteriuria: USPSTF recommends
against screening for asymptomatic bacteriuria in men
and nonpregnant women (1).
• Gonorrhea: USPSTF recommends against routine
screening for gonorrhea infection in men and women who
are at low risk of infection (2).
• Hepatitis B: USPSTF recommends against routinely
screening the general asymptomatic population for
chronic hepatitis B virus infection (3).
• Herpes simplex virus (HSV): USPSTF recommends
against routine serological screening for HSV in
asymptomatic adolescents and adults (4).
• Syphilis: USPSTF recommends against screening of
asymptomatic persons who are not at increased risk of
syphilis infection (5).
The USPSTF has recommended against offering the
following services to women:
• BRCA mutation testing for breast and ovarian cancer
susceptibility: USPSTF recommends against routine
referral for genetic counseling or routine breast cancer
susceptibility gene (BRCA) testing for women whose family
history is not associated with an increased risk of deleterious
mutations in breast cancer susceptibility gene 1 (BRCA1) or
breast cancer susceptibility gene 2 (BRCA2) (6). However,
USPSTF continues to recommend that women whose family
history is associated with an increased risk of deleterious
mutations in BRCA1 or BRCA2 genes be referred for genetic
counseling and evaluation for BRCA testing.
• Breast self-examination: USPSTF recommends against
teaching breast self-examination (7).
• Cervical cytology: USPSTF recommends against routine
screening for cervical cancer with cytology (Pap smear) in
the following groups: women aged <21 years, women aged
>65 years who have had adequate prior screening and are
not otherwise at high risk for cervical cancer, women who
have had a hysterectomy with removal of the cervix and
who do not have a history of a high-grade precancerous
lesion (i.e., cervical intraepithelial neoplasia grade 2 or 3)
or cervical cancer. USPSTF recommends against screening
for cervical cancer with HPV testing, alone or in
combination with cytology, in women aged <30 years (8).
Appendix F
Screening Services For Which Evidence Does Not Support Screening
• Ovarian cancer: USPSTF recommends against routine
screening for ovarian cancer (9).
The USPSTF has recommended against offering the
following services to men:
• Prostate cancer: USPSTF recommends against prostate-
specific antigen (PSA)-based screening for prostate cancer (10).
• Testicular cancer: USPSTF recommends against screening
for testicular cancer in adolescent or adult males (11).
References
1. US Preventive Services Task Force. Screening for asymptomatic bacteriuria
in adults. Rockville, MD: US Department of Health and Human Services,
Agency for Healthcare Research and Quality; 2008. Available at http://
www.uspreventiveservicestaskforce.org/uspstf/uspsbact.htm.
2. US Preventive Services Task Force. Screening for gonorrhea. Rockville,
MD: US Department of Health and Human Services, Agency for
Healthcare Research and Quality; 2005. Available at http://www.
uspreventiveservicestaskforce.org/uspstf/uspsgono.htm.
3. US Preventive Services Task Force. Screening for hepatitis B infection.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2004. Available at http://www.
uspreventiveservicestaskforce.org/uspstf/uspshepb.htm.
4. US Preventive Services Task Force. Screening for genital herpes:
recommendation statement. Rockville, MD: US Department of Health
and Human Services, Agency for Healthcare Research and Quality;
2005. Available at http://www.uspreventiveservicestaskforce.org/
uspstf05/herpes/herpesrs.htm.
5. US Preventive Services Task Force. Screening for syphilis infection.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2004. Available at http://www.
uspreventiveservicestaskforce.org/uspstf/uspssyph.htm.
6. US Preventive Services Task Force. Risk assessment, genetic counseling, and
genetic testing for BRCA-related cancer in women. Rockville, MD: US
Department of Health and Human Services, Agency for Healthcare Research
and Quality; 2013. Available at http://www.uspreventiveservicestaskforce.
org/uspstf/uspsbrgen.htm.
7. US Preventive Services Task Force. Screening for breast cancer. Rockville,
MD: US Department of Health and Human Services, Agency for
Healthcare Research and Quality; 2009. Available at http://www.
uspreventiveservicestaskforce.org/uspstf/uspsbrca.htm.
8. US Preventive Services Task Force. Screening for cervical cancer.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2012. Available at www.
uspreventiveservicestaskforce.org/uspstf11/cervcancer/cervcancerrs.htm.
9. US Preventive Services Task Force. Screening for ovarian cancer: U.S.
Preventive Services Task Force reaffirmation recommendation statement.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2012. Available at http://www.
uspreventiveservicestaskforce.org/uspstf12/ovarian/ovarcancerrs.htm.
10. US Preventive Services Task Force. Screening for prostate cancer.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2012. Available at http://www.
uspreventiveservicestaskforce.org/prostatecancerscreening.htm.
11. US Preventive Services Task Force. Screening for testicular cancer.
Rockville, MD: US Department of Health and Human Services, Agency
for Healthcare Research and Quality; 2011. Available at http://www.
uspreventiveservicestaskforce.org/uspstf/uspstest.htm.
Recommendations and Reports
52 MMWR / April 25, 2014 / Vol. 63 / No. 4
Lead Authors
Loretta Gavin, PhD, Division of Reproductive Health, CDC
Susan Moskosky, MS, Office of Population Affairs, CDC
Systematic Review Authors and Presenters
Anna Brittain, MHS, Division of Reproductive Health, CDC
Marion Carter, PhD, Division of Reproductive Health, CDC
Kathryn Curtis, PhD, Division of Reproductive Health, CDC
Emily Godfrey, MD, Division of Reproductive Health, CDC
Arik V. Marcell, MD, The Johns Hopkins University and the Male Training Center
Cassondra Marshall, MPH, Division of Reproductive Health, CDC
Karen Pazol, PhD, Division of Reproductive Health, CDC
Naomi Tepper, MD, Division of Reproductive Health, CDC
Marie Tiller, PhD, MANILA Consulting Group, Inc.
Stephen Tregear, DPhil, MANILA Consulting Group, Inc.
Michelle Tregear, PhD, MANILA Consulting Group, Inc.
Jessica Williams, MPH, MANILA Consulting Group, Inc.
Lauren Zapata, PhD, Division of Reproductive Health, CDC
Expert Work Group
Courtney Benedict, MSN, Marin Community Clinics
Jan Chapin, MPH, American College of Obstetricians and Gynecologists
Clare Coleman, President and CEO, National Family Planning and Reproductive Health Association
Vanessa Cullins, MD, Planned Parenthood Federation of America
Daryn Eikner, MS, Family Planning Council
Jule Hallerdin, MN, Advisor to the Office of Population Affairs
Mark Hathaway, MD, Unity Health Care and Washington Hospital Center
Seiji Hayashi, MD, Bureau of Primary Health Care, Health Resources and Services Administration
Beth Jordan, MD, Association of Reproductive Health Professionals
Ann Loeffler, MSPH, John Snow Research and Training Institute
Arik V. Marcell, MD, The Johns Hopkins University and the Male Training Center
Tom Miller, MD, Alabama Department of Health
Deborah Nucatola, MD, Planned Parenthood Federation of America
Michael Policar, MD, State of California and UCSF Bixby Center
Adrienne Stith-Butler, PhD, Keck Center of the National Academies
Denise Wheeler, ARNP, Iowa Department of Public Health
Gayla Winston, MPH, Indiana Family Health Council
Jacki Witt, MSN, Clinical Training Center for Family Planning, University of Missouri—Kansas City
Jamal Gwathney, MD, Bureau of Primary Health Care, Health Resources and Services Administration
Technical Panel on Women’s Clinical Services
Courtney Benedict, MSN, Marin Community Clinics
Janet Chapin, MPH, American College of Obstetricians and Gynecologists
Elizabeth DeSantis, MSN, South Carolina Department of Health and Environmental Control
Linda Dominguez, CNP, Southwest Womens Health
Eileen Dunne, MD, Division of STD Prevention, CDC
Jamal K. Gwathney, MD, Bureau of Primary Health Care, Health Resources and Services Administration
Jule Hallerdin, Consultant Advisor
Mark Hathaway, MD, Washington Hospital Center
Arik V. Marcell, MD, Johns Hopkins University and the Male Training Center
Cheri Moran, University of Illinois Medical Center at Chicago
Deborah Nucatola, MD, Planned Parenthood Federation of America
Michael Policar, MD, Family PACT Program - California State Office of Family Planning
Pablo Rodriguez, MD, Womens Care Inc., Providence Office
Denise Wheeler, ARNP, Iowa Department of Public Health
Jacki Witt, MSN, Clinical Training Center for Family Planning, University of Missouri—Kansas City
Recommendations and Reports
MMWR / April 25, 2014 / Vol. 63 / No. 4 53
Technical on Men’s Clinical Services
Linda Creegan, FNP, California STD/HIV Prevention Training Center
Dennis Fortenberry, MD, Indiana University School of Medicine
Emily Godfrey, MD, University of Illinois at Chicago
Wendy Grube, PhD, University of Pennsylvania School of Nursing
Arik V. Marcell, MD, The Johns Hopkins University and the Male Training Center
Elissa Meites, MD, Division of STD Prevention, CDC
Anne Rompalo, MD, Johns Hopkins University
Thomas Walsh, MD, University of Washington Medical Center
Jacki Witt, MSN, Clinical Training Center for Family Planning, University of Missouri—Kansas City
Sandra Wolf, MD, Womens Care Center, Philadelphia
Technical Panel on Adolescents
Claire Brindis, DrPH, University of California, San Francisco
Gale Burstein, MD, SUNY at Buffalo School of Medicine and Biomedical Sciences, Department of Pediatrics
Laura Davis, MA, Advocates for Youth
Patricia J. Dittus, PhD, Division of STD Prevention, CDC
Paula Duncan, MD, University of Vermont College of Medicine
Carol Ford, MD, The Childrens Hospital of Philadelphia
Melissa Gilliam, MD, The University of Chicago
Mark Hathaway, MD, Unity Health Care & Washington Hospital Center
Deborah Kaplan, PhD, New York City Department of Health and Mental Hygiene
Arik V. Marcell, MD, The Johns Hopkins University and the Male Training Center
Brent C. Miller, PhD, Utah State University
Elizabeth M. Ozer, PhD, Division of Adolescent Medicine, University of California, San Francisco
John Santelli, MD, Columbia University, Mailman School of Public Health
Technical Panel on Counseling and Education
Beth Barnet, MD, University of Maryland
Betty Chewning, PhD, University of Wisconsin School of Pharmacy
Christine Dehlendorf, MD, University of California, San Francisco
Linda Dominguez, CNP, Southwest Womens Health
Jillian Henderson, PhD, University of California, San Francisco
James Jaccard, PhD, New York University
Beth Jordan, MD, Association of Reproductive Health Professionals—East
David Kaplan, PhD, American Counseling Association
Alicia Luchowski, American Congress of Obstetricians and Gynecologists
Merry-K Moos, FNP, University of North Carolina at Chapel Hill
Patricia Murphy, DrPH, University of Utah College of Nursing
Elizabeth O’Connor, PhD, Kaiser Permanente Center for Health Research
Jeff Peipert, MD, Washington University in St. Louis
Technical Panel on Quality Improvement
Davida Becker, PhD, Bixby Center for Global Reproductive Health University of California, San Francisco
Peter Briss, MD, National Center for Chronic Disease Prevention and Health Promotion, CDC
Denise Dougherty, PhD, Agency for Healthcare Research and Quality
Daryn Eikner, MS, Family Planning Council
Christina I. Fowler, PhD, RTI International
Evelyn Glass, MSPH, Consultant Advisor
Yvonne Hamby, MPH, Regional Quality Improvement and Infertility Prevention Programs
A. Seiji Hayashi, MD, Bureau of Primary Health Care, Health Resources and Services Administration
Michael D. Kogan, PhD, Health Resources and Services Administration /Maternal and Child Health Bureau
Tom Miller, MD, Alabama Department of Health
Sam Posner, PhD, National Center for Chronic Disease Prevention and Health Promotion, CDC
Donna Strobino, PhD, Johns Hopkins University
Amy Tsui, PhD, Johns Hopkins Bloomberg School of Public Health
Reva Winkler, MD, National Quality Forum
Recommendations and Reports
54 MMWR / April 25, 2014 / Vol. 63 / No. 4
Adivsors on Community Outreach and Participation*
Paula Baraitser, MBBS, Kings College Hospital NHS Foundation Trust/Health Protection Agency
Joy Baynes, MPH, Advocates for Youth
Diane Chamberlain, California Family Health Council
Clare Coleman, National Family Planning & Reproductive Health Association
Emily Godfrey, MD, University of North Carolina and Division of Reproductive Health, CDC
Rachel Gold, MPA, Guttmacher Institute
Rachel Kachur, MPH, Division of STD Prevention, CDC
Michelle Kegler, PhD, Rollins School of Public Health, Emory
Eleanor McLellan-Lemal, PhD, Division of HIV/AIDS Prevention, CDC
Paula Parker-Sawyers, National Campaign to Prevent Teen and Unplanned Pregnancy
Denise Wheeler, MS, Iowa Department of Public Health
Gayla Winston, MPH, Indiana Family Health Council, Inc.
CDC and Oce of Population Aairs Reviewers
Wanda Barfield, MD, Division of Reproductive Health, CDC
Gail Bolan, MD, Division of STD Prevention, CDC
Linda Dahlberg, PhD, Division of Violence Prevention, CDC
Patricia Dietz, PhD, Division of Reproductive Health, CDC
Sherry Farr, PhD, Division of Reproductive Health, CDC
Evelyn Glass, MSPH, Office of Population Affairs
Tamara Haegerich, PhD, Division of Violence Prevention, CDC
David Johnson, MPH, Office of Population Affairs
Pamela Kania, MS, Office of Population Affairs
Marilyn Keefe, MPH, Deputy Assistant Secretary for Population Affairs
Dmitry Kissin, MD, Division of Reproductive Health, CDC
Nancy Mautone-Smith, MSW, Office of Population Affairs
Jacqueline Miller, MD, Division of Cancer Prevention and Control, CDC
Sam Posner, PhD, National Center for Chronic Disease and Health Promotion, CDC
Cheryl Robbins, PhD, Division of Reproductive Health, CDC
Lance Rodewald, MD, Division of Immunization Services, CDC
Mona Saraiya, MD, Division of Cancer Prevention and Control, CDC
Van Tong, MPH, Division of Reproductive Health, CDC
Lee Warner, PhD, Division of Reproductive Health, CDC
Kim Workowski, MD, Division of STD Prevention, CDC
External Reviewers
Paula Braverman, MD, Department of Pediatrics at the University of Cincinnati
Claire Brindis, DrPH, University of California–San Francisco
Sarah Brown, MPH, National Campaign to Prevent Teen and Unplanned Pregnancy
Marji Gold, MD, Albert Einstein School of Medicine
Milton Kotelchuck, PhD, Massachusetts General Hospital for Children and Harvard Medical School
David Levine, MD, Morehouse School of Medicine
Pamela Murray, MD, West Virginia University School of Medicine
Competing interests for the development of these guidelines were not assessed.
* These persons made important contributions to a discussion about community outreach and participation. A decision was made to narrow the focus of this report
to clinical services, so recommendations informed by the input of these persons will be published separately.
ISSN: 1057-5987
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