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2. Midwifery and Reproductive Health Research Center, Shahid Beheshti University of Medical Sciences, Tehran, Iran.
3. Mahdiyeh Hospital Clinical Research Development Unit, Shahid Beheshti University of Medical Sciences and Health Service, Tehran, Iran.
Received: November 2018; Accepted: December 2018; Published online: 13 January 2019
Abstract: Introduction: The growing demand for high-quality obstetric care and treatment has led to the advent and de-
velopment of a field known as obstetric triage. The present review study aimed to examine the development of
tools and criteria for obstetric triage services. Methods: In this narrative review, two authors searched for related
articles using the keywords of “obstetric triage, gynecology triage, perinatal Triage, maternity triage, midwifery
triage” AND “tool, index, scale, questionnaire, system”. With Persian and English language limitation, searches
were performed in Scopus, Google Scholar, Scientific Information Database, ProQuest, Medline, Embase and
Web of Science databases for articles published from 2000 to 2018. Results: Out of the 289 articles reviewed
in this study, 8 articles met the eligibility criteria. Out of these 8 articles, 6 were dedicated to introducing a
tool designed and only 2 introduced an obstetric triage system. The obstetric triage tools and systems covered
included Emergency Severity Index (ESI), Obstetric Triage Acuity Scale (OTAS), Birmingham symptom specific
obstetric triage system (BSOTS), Maternal Fetal Triage Index (MFTI), Florida Hospital Obstetric Triage Acuity
Tool, self-assessment questionnaire for gynecologic emergencies (SAQ-GE) and Perinatal Emergency Team Re-
sponse Assessment (PETRA). Overall, the validity and reliability of the studied method were investigated and
found to be acceptable in only 5 of the reviewed studies. Conclusion: The review showed the lack of consensus
on how to devise a single standardized tool or system for obstetric triage. The comparison of different obstetric
triage tools and systems demonstrated the need for a standardized and widely-approved system with high valid-
ity and reliability and standard definitions for obstetric triage to determine the right priority and waiting times
of obstetric care services.
Cite this article as: Rashidi Fakari F, Simbar M, Zadeh Modares Sh, Alavi Majd H. Obstetric Triage Scales; a Narrative Review. Arch Acad Emerg
Med. 2019; 7(1): e13.
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F. Rashidi Fakari et al. 2
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3 Archives of Academic Emergency Medicine. 2019; 7 (1); e13
charts filled by 8 triage nurses. This study found a kappa performed a study to design and implement an obstetric
value between 0.61 and 0.77 for the first to fourth OTAS levels triage system for unwanted pregnancy. In this study, a struc-
and a kappa value of 0.87 for the fifth level. They also found tured audit was conducted on 994 sets of maternity notes,
that OTAS reduced waiting time (21). Gratton et al. (2016) and reliability evaluation was performed using a scenario-
also conducted a study on the triage nurses of three hospitals based method. The results showed that the system has excel-
(London Health Sciences Centre, Stratford General Hospital, lent reliability in assessing the women’s clinical priority (23).
and Chatham General Hospital) to determine the reliability
of OTAS. This study reported that OTAS has significant and 3.4. Maternal Fetal Triage Index (MFTI)
comparable inter-rater reliability (IRR) in the studied hospi- Maternal Fetal Triage Index is a clinical tool designed by a
tals and also has significant intra-rater reliability (ITR) (19). team from the Association of Women’s Health, Obstetric and
Neonatal Nurses (AWHONN) for standardizing the triage of
3.2. Swiss Emergency Triage Scale (SETS)
pregnant women. This tool is an algorithm consisting of
Designed in 1997 based on the Canadian Acuity and Triage five levels: 1-Stat, 2-Urgent, 3-Prompt, 4-No urgent, and 5-
Scale, this tool consists of four levels: immediate-life- Scheduled or Requesting a Service, to which patient will be
threatening, potentially life-threatening, stable situation, assigned based on the assessment of their clinical condi-
and non-urgent situation, which require immediate exami- tions. The Stat level patients require immediate intervention
nation, examination within 20 minutes, examination within to protect the life of mother or fetus. The Urgent level pa-
2 hours, and non-urgent examination or referral to clinics, re- tients are the people showing clinical conditions at the sec-
spectively (22). In a prospective study conducted by Rubin et ond level of urgency, such as severe pain without labor and
al. (2017) on 22 midwives and triage nurses in Geneva hos- risky clinical conditions, and may require higher levels of
pitals, they attempted to determine the psychometric prop- care. The Prompt level conditions include the onset of active
erties of an obstetric triage tool. This study was designed in labor at the gestational age of over 34 weeks or the delay of
a two-stage format, which consisted of pre-test and post-test labor in women undergoing the labor phase. The No-urgent
stages with a 6-month interval. The evaluation method in- level conditions include the gestational age of 37 weeks, signs
volved 30 clinical scenarios designed by a team of experts of early labor, and common pregnancy complaints. The fi-
and a 3D computer simulation. In this study, participants nal level, which is termed Scheduled or Requesting a Service,
determined the triage based on the Swiss Emergency Triage refers to conditions that can be safely addressed at a later
Scale (SETS). The inter-rater reliability in the first stage (pre- date (25, 26). In a study by Ruhl et al. (2015), they measured
test) was found to be 0.748 (95%CI: 0.653-0.858). In the post- the content validity of MFTI using I-CVI and S-CVI indices.
test stage, the inter-rater reliability was calculated to 0.812 The results of this study showed that MFTI is a reliable tool
(95%CI: 0.726-0.889). Overall, the results showed that SETS for triage of pregnant women (26). Ruhl et al. (2015) also
has an ICC of 0.7 and can be considered a reliable tool for conducted a study on 211 pregnant women to determine the
management of maternal and obstetric emergencies (16). reliability of MFTI. In this study, the minimum reliability of
MFTI was measured as 0.60 (27).
3.3. Birmingham symptom specific obstetric
triage system (BSOTS) 3.5. Florida Hospital Obstetric Triage Acuity Tool
This system has been designed by a team of researchers and The development of Florida Hospital Obstetric Triage Acuity
physicians with expertise in obstetrics and gynecology (23). Tool was first started by Paisley et al. in 2007. This tool is
In this system, the clinical indices and related parameters, a five-level scale with pregnancy criteria for estimating the
which have been determined using the Manchester system examination time requirement based on acuity. The first
(24), have been organized in four levels for initial examina- level (Immediate) covers the conditions that require imme-
tion and triage. This method of triage involves the assess- diate action such as resuscitation, respiratory distress, chest
ment of the mother’s medical history, vital signs, pains, and pain, trauma, bleeding, presenting fetal parts, umbilical cord
fetal heartbeat by a midwife in the presence of a gynecolo- prolapse, impending delivery, and seizures (28). The second
gist. The BSOTS manual for time requirements of care deliv- level (Urgent) includes the conditions that should be exam-
ery makes use of four colors, red, orange, yellow, and green, ined within 15 minutes such as active labor phase, vaginal
which refer to the necessity of providing care immediately, discharge, preterm labor, spotting, fetal well-being, rupture
within 15 minutes, within 1 hour, and within 4 hours, respec- of fetal membranes, high blood pressure, UTI symptoms,
tively. Also, a standardized algorithm has been developed mental disorders, history of epilepsy and diabetes, and pain
to investigate abdominal pain, gestational bleeding, hyper- scores of more than 7. The third level (Semi-Urgent) covers
tension, suspected labor, membrane rupture, decreased fetal the conditions that must be addressed within 30 minutes,
movement, and postpartum problems. Kenyon et al. (2017) such as R/O labor (irregular uterine contractions at gesta-
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F. Rashidi Fakari et al. 4
tional age of more than 37 weeks, mean pain score of 4-6), 4. Discussion
vaginal discharge, preterm labor at gestational age of more
than 37 weeks, fetal well-being, fetal mobility, high blood The present study was a narrative review of obstetric triage
pressure, mental disorders (with suicide intention or history systems and tools. Overall, this review showed that the reli-
of suicide attempt), and other factors (repeated C-section, ability values reported in the five studies on this subject are
recent trauma due to accident or falling, fever, chills, active acceptable. While the structure of OTAS and MTFI both con-
nausea, mean pain score of 4-6) (28). The fourth level (Less- sists of five levels, BSOTS and SETS have a four-level struc-
Urgent) includes the conditions that necessitate examination ture. In the five-level MFTI and Florida, the recommended
within 60 minutes, such as R/O labor (early labor, mild irreg- examination times are 0 minutes (immediate), 10 minutes,
ular uterine contractions, back pain at the gestational age of 30 minutes, 60 minutes and 120 minutes. But the examina-
more than 37 weeks, mild pain with mean score of 1-3, vagi- tion times in the five-level Florida tool are 0 minutes (imme-
nal discharge (with blood or mucus, with and without infec- diate), 5-15 minutes, 15-45 minutes, 1-2 hours, and 4 hours,
tion), mental disorders (non-OB complaints, insomnia, psy- and in BSOTS these times are 0 minutes (immediate), 15 min-
chosocial problems, not acting out), and other factors (pain, utes, 60 minutes, and 240 minutes. In the systematic review
nausea, gestational vomiting, mild pain with mean score of by Angelini et al. (2014) with the aim of assessing obstetric
1-3). The fifth level (Procedure/Testing) includes the condi- triage in the past fifteen years, the results showed that the
tions that necessitate examination within 120 minutes, such best model in obstetric triage is a model with use of a tool
as Fetal Well-Being through NST, BPP, ultrasound, other fac- specific for obstetric triage, standardization of assessments,
tors (elective C-section, labor induction) and other proce- identification of challenges, team training, quality improve-
dures (incision, breech presentation, betamethasone injec- ment, competent staff, assessment of patient flow with acuity
tion) (28). In the study of Kathleen et al. (2011), where they distribution, create a fast track unit, development of clinical
created an obstetric triage tool, the results showed that pa- protocols in accordance with the rules and regulations (5). A
tients were examined within the specified time based on the standardized obstetric triage tool may provide the means for
acuity of their condition (28). better examination of the care quality and the triage of preg-
nant mothers and their fetus (31). Any comparison of dif-
3.6. Self-assessment questionnaire for gyneco-
ferent obstetric triage tools should take into account the fact
logic emergencies (SAQ-GE)
that underlying differences may affect the results of triage
SAQ-GE has been developed using qualitative methods (32). The basic prerequisites for determination of care de-
through consultation with a team of French experts. This livery priority and waiting time are access to well-outlined
tool consists of 89 items in six categories: qualitative descrip- and standardized definitions for obstetric triage and the va-
tion of pain, intensity of pain, location of pain, time-course lidity and reliability of the tool used for this purpose (26). Ac-
of pain, vaginal bleeding, and other signs (29). Huchon et cording to Angelini et al. (2014), there is no standardized and
al. (2014) conducted a cohort study to evaluate the perfor- widely-approved tool for obstetric triage in the United States
mance of SAQ-GE for the triage of potentially life threatening (5). Therefore, the validity and reliability of determinants of
emergencies (PLTE) among women. Out of the 574 eligible patient priority in maternal and fetal care cases should be
patients who completed the SAQ-GE form, 516 entered the further investigated (5). Paisley et al. (2011) have shown that
study. The results of this study showed that the triage based in the absence of a well-defined triage system, patients who
on a standardized questionnaire facilitates the early diagno- fall in the second and third levels of obstetric triage will not
sis of patients with PLTEs (29). be examined in due time, and instead, patients in the fourth
and fifth levels will receive care earlier. Hence, proper imple-
3.7. Perinatal Emergency Team Response Assess- mentation of an obstetric triage tool is of immense clinical
ment (PETRA) importance (28).
PETRA is a non-technical skill group assessment tool consist-
ing of seven main categories, namely mental model, com-
munication, situational awareness, leadership, followership, 5. Limitations
workload management, and positive/effective behaviors and
attitudes, which are scored based on 5-point Likert scale. To The limitations of this study included the heterogeneity of
assess the validity of PETRA, Balki et al. (2017) conducted an the methods adopted in the reviewed studies for reporting
observational cohort study on 119 people in Toronto. The re- the variables of interest and the lack of access to all of the
sults showed that PETRA is easy to understand (80% agreed, related documents published worldwide as well as gray liter-
20% somewhat agreed) and easy to use (60% agreed, 40% ature. Further research on the existing general triages with
somewhat agreed) (30). potential application in obstetrics is recommended.
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5 Archives of Academic Emergency Medicine. 2019; 7 (1); e13
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F. Rashidi Fakari et al. 6
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