EdZola
Maternal & child health sector playbook

Maternal and child health work happens across homes, workers, facilities and referrals. Your system should connect them.

Some organisations support frontline workers; others improve facilities, nutrition, reproductive health or emergency referral. Start from your operating model and connect the family’s journey only where your team has a real responsibility to act.

Works offline, in the local languageBuilt on ZohoYour data stays yours
R
Rekha BaiMC-2207 · Age 22 · Barwani
FULL JOURNEY
ANC_register_SC_Pati_2026.xlsxSheet2
RekhaLMP ?reg 11 wk
Rekha Bai26 Jandup? maika
01 · Registered
Registered at 11 weeks, high riskRCH ID 2340 1187 6652
Done
Rekha Hb 7.8 ?
BP 138/88 recheck? IV iron?
02 · ANC 2
Hb 7.8 · BP 138/88IV iron at the PHC five days later
Treated
Voice message log · weeks 30 to 35
Rekha Bai✓✓✓✗✗✗
03 · This week
Stopped hearing her messages✓✓✓✗✗✗
Flagged
Action today
Transport plan with ASHA KamlaHigh risk, 35 weeks, no vehicle arranged
Due today
DOC
HBNC_visits_Q3_compiled_v2.docxDay 1 and day 3 visits missing
04 · After birth
Seven newborn visits scheduledDays 1, 3, 7, 14, 21, 28, 42
Nov 2026

Five places, one mother. Nobody can see she has no way to the hospital.

Six common operating models

Find the model closest to how your work actually runs.

Many organisations combine two or three. Start with the closest match, then borrow only the parts that solve a real programme problem.

Model 01

Home and frontline-worker support

Community workers register families, counsel them and follow pregnancy and early-childhood milestones.

Usually organised around
Women, children, households, worker caseloads, visits and due services.
Watch for
The worker needs a short action list, not another dashboard to interpret.
Start with
Family link, due-service calendar and worker task list.
Model 02

Public-system technical assistance

Your team improves planning, review and capability inside government health systems.

Usually organised around
Facilities, administrative units, staff, indicators, gaps and action reviews.
Watch for
Use official codes and reports; don't add a second set of reports.
Start with
Facility registry, review action and capacity milestone.
Model 03

Facility quality improvement

Teams assess and strengthen readiness, respectful care and clinical processes.

Usually organised around
Facilities, departments, standards, observations, improvement plans and verification.
Watch for
Scores must lead to actions with an owner, budgets and re-checks.
Start with
Facility assessment, gap, owner and verification date.
Model 04

Nutrition and child development

Children and caregivers receive screening, counselling, supplementation or treatment support.

Usually organised around
Children, growth, feeding, supplies, sessions, referrals and recovery.
Watch for
Measuring accurately and reading results for the child's age matter as much as the chart.
Start with
Child growth record, nutrition plan and follow-up.
Model 05

Adolescent and reproductive health

Adolescents and adults access information, counselling, services and referral.

Usually organised around
Participants, consent, sessions, service needs, referrals and follow-up.
Watch for
Privacy and age-appropriate consent must shape access and communication.
Start with
Participant, private interaction and chosen referral.
Model 06

Referral and emergency transport

Your programme helps recognise danger, coordinate transport and reach higher-level care.

Usually organised around
Cases, danger signs, facilities, transport, calls, handovers and outcomes.
Watch for
In emergencies, log the time of each step and confirm she arrived.
Start with
Referral, transport request, handover and closure.

Not sure which one you are? Bring one tracker and describe a normal week. The model usually becomes clear quickly.

Sound familiar?

Your programme runs on good people and scattered data.

These come up in almost every first conversation we have with maternal & child health teams.

"She registered at 28 weeks. We lost the whole first trimester."

The ASHA's diary and the sub-centre register don't talk to each other, so pregnancies come to light late.

Block programme manager
"Every card says 120/80."

Visits get counted, but nobody can see which ones actually measured BP and haemoglobin.

Medical officer
"The slip goes with her. We never learn if it was the right hospital."

Referring and receiving facilities keep separate registers, so nobody can show which referrals were appropriate or complete.

Referral network coordinator
"She delivered at her mother's place. We lost the baby's visits."

Two registrations in two villages, and the day 1 and day 3 newborn visits fall between them.

M&E lead
Real work, not only illustrations

What we've actually built.

We haven't published a maternal health case study yet. We've worked with health organisations including FMCH and The Antara Foundation, and these are real systems that follow one person across stages, staff and partners.

Health organisations we've worked with:FMCHThe Antara Foundation

Recognise your programme? Tell us where the work gets stuck and we'll suggest a useful first version.

One worked example · Pregnancy to postnatal and child follow-up
Follow one programme journey

For a frontline maternal-health programme, four questions help the next safe action happen on time.

This is one operating model, not a template for every maternal & child health organisation. Use it to see how everyday work, follow-up and management decisions can connect.

Stage 01 · Register early

Who's pregnant that we haven't registered yet?

A pregnancy registered at 28 weeks has already missed the visits that catch anaemia, hypertension and twins. The risk profile made at registration decides how closely she's followed.

Your team does

  • ASHAs register pregnancies on an offline phone app during home visits.
  • Hospitals enrol walk-ins at the desk, into the same record.
  • A short call confirms whose phone it is and when she can talk privately.

The system does on its own

  • A high-risk flag books an early ANM visit and tells the medical officer.
  • Registration starts voice messages at the right week, in her language and time slot.
  • EDD is worked out from LMP, and delivery planning reaches the ASHA at 32 weeks.

Where AI helps at this stage

  • Voice registration in the local language for ASHAs on small screens
  • Likely duplicates flagged when she registers at two homes
  • A monthly note on villages where registration comes late
ANM · Sub-centre PatiMaternal & Child Health · Stage 01
EXAMPLE DATA
Pregnancies registered146This year
First-trimester registration61%Target 75%
High risk2316% of registered
Not yet seen at ANC9Needs action
IDMotherWeeks at regStatus
MC-2231Sunita Jamre26Late registration
MC-2207Rekha Bai11High risk
MC-2224Meena Dawar14Possible duplicate
MC-2219Kavita Solanki9ANC 1 booked
Do nextFour of the nine women not yet seen at ANC are in Bokrata, where the ASHA post was vacant until July. Pair the new ASHA with the ANM for a door-to-door round this week.
One referral, both ends

A referral is done when she's seen, and the referring nurse knows.

Follow one illustrative referral from a city health post to a maternity home and back.

  1. Danger sign foundAt the health postBP 150/100 at 32 weeks
  2. Call aheadLogged with the reasonMaternity home told, 10:05
  3. In transitTimer runs1 h 20 min, inside the window
  4. Arrival confirmedOn the receiving screenArrived 11:25
  5. Right level of care?Recorded by the receiving teamYes, appropriate referral
  6. Outcome sent backTo the referring nurseLive birth, mother stable
↩ The outcome travels back to the health post that sent her.
92%referrals appropriate, per facility
96%arrivals confirmed
78%documented in full

Illustrative facility scorecard. Every referral closes at both ends.

Build your sector playbook

Choose the parts your programme needs, not a giant system all at once.

Choose the parts that match your role. A facility-improvement team does not need the same personal record as a home-visiting programme, and a messaging programme should collect less.

Family and mother-child linkage

Keep pregnancy, birth, newborn and child information connected without duplicate registration.

Frontline-worker caseload

Turn due services, missed visits and danger signs into prioritised daily work.

Facility quality and readiness

Track standards, gaps, owners, resources and verified improvement over time.

Referral and emergency transport

Coordinate facilities, calls, transport, handover and outcome confirmation.

Nutrition, growth and immunisation

Follow measurements, counselling, services, supplies, defaulters and recovery.

Adolescent health and communication

Support confidential counselling, referrals and responsible messaging programmes.

Questions the system should answer

Useful on an ordinary workday

  • Which woman, child and household are connected?
  • Which service or follow-up is due next?
  • Is there a danger sign or referral that is still open?
  • Which worker or facility owns the next action?
Measures worth seeing together

Delivery beside outcomes

  • High-risk follow-up completed on time
  • Referral readiness and referrals closed at both ends
  • Facility gaps resolved and verified
  • Worker competency and service coverage
  • Growth recovery and immunisation continuity
Keep people in charge

Boundaries to agree before build

  • Clinical judgement stays with trained health professionals
  • Danger signs trigger people, not automated reassurance
  • Consent protects reproductive data, and each person sees only what their role needs
  • Public reports use only safe, combined totals
How we build it · the MAP approach

We fix the data first. AI comes last, and it's better for it.

Most AI projects stall because the records underneath are messy. So we work in a fixed order.

M
Model

Start with the decisions you need to make.

Every field has to earn its place by helping someone decide something. If nobody uses it, we don't collect it.

  • Eight connected records: mother, pregnancy, ANC contact, referral, facility, birth outcome, child, growth and postnatal visit
  • Holds her RCH portal ID and follows the MCP card, HBNC, HBYC and immunisation schedules
  • A new pregnancy never overwrites the last, and indicators like first-trimester registration are defined upfront
A
Align

Fit it to how your field team already works.

A system people avoid is worse than a spreadsheet. We design around shared phones, patchy signal and WhatsApp.

  • Offline forms in Hindi, Marathi or your language, synced at the sub-centre or health post
  • A different screen for the ASHA or community volunteer, the ANM, the MO, the facility nodal officer and the programme manager
  • Visit, referral and vaccine reminders that fire on their own
  • Voice messages timed to her own week, in her language
P
Power with AI

Then add AI where it saves real hours.

On clean, connected records, AI can read paperwork, draft reports and flag who needs attention. A person always checks.

  • Six tested use cases, picked for the hours they save
  • A human check written into every one
  • Clear lines on where AI doesn't belong

Where you start depends on where you are. If your records are already in good shape, we can move to AI quickly. If they're in notebooks, we start there, and we don't start from zero.

Offline forms, local languages, links to government IDs and AI features are set up to suit each programme's needs and consent rules, so not every build includes all of them.

Where AI helps

Six places AI earns its keep.

We picked the jobs that save maternal & child health teams the most hours. Each starts with a problem we hear often, and each keeps a person in charge of the decision. How we think about AI →

Know soonerANC that counts

“Every card says 120/80, and we can't tell which facilities are actually measuring.”

Sends a weekly list of ANC visits missing BP, Hb or weight, by facility and staff member.

Your team still decides: the programme manager checks equipment first. A broken BP machine isn't a staff failure.

Work smarterRegister early

“Mothers register in the city and again in their native village, and the baby's first visits fall between the two.”

Flags likely duplicate registrations across the parents' and marital home, or across facilities.

Your team still decides: a data officer reviews every merge before it happens.

Know soonerBirth & referral

“We know referrals are delayed and sometimes sent to the wrong place, but we can't say where it goes wrong.”

Shows each quarter where referral delays and inappropriate referrals happen, by route, facility, time of day and transport.

Your team still decides: the facility nodal officer checks timestamps are complete before using it.

Work smarterANC that counts

“Our WhatsApp line gets thousands of messages, and a mother mentioning bleeding can sit in the queue behind feeding questions.”

Reads incoming chatbot and helpline messages and pushes any mention of bleeding, fits, fever or reduced movement to a nurse at once.

Your team still decides: the nurse calls her back. The bot never tells a mother she's fine.

Collect fasterFirst 42 days & beyond

“Past vaccines and weights are only on the MCP card in the mother's bag, so our records start half empty.”

Reads vaccine dates and weights from a photo of the MCP card to fill in past records.

Your team still decides: the ANM checks every date against the card.

Build fasterBirth & referral

“Death reviews take days of pulling papers from three facilities, so the review committee meets late or not at all.”

Drafts maternal and perinatal death review summaries from the linked records.

Your team still decides: the review committee reads the source records and owns the findings.

Where we won't use AI.

Mothers and newborns can't wait for AI to be right. These lines don't move, whoever's asking.

  • High-risk status set by AIRisk criteria come from clinical guidelines, applied by a person.
  • Chatbots judging danger signsA bot can answer everyday questions. Bleeding or reduced movement goes to a nurse or a facility, today.
  • AI in labour decisionsThey take minutes and need a skilled birth attendant.
  • Diagnosis from phone photosUntested anaemia, sepsis or jaundice checks give false comfort.
  • Postpartum depression checks by chatA mother at risk needs a trained person and a clear referral.
  • Mothers' details in public AI toolsNames, phones and health data stay in your private system.
What changes, and for whom

Everyone enters less and gets something back.

ASHA

Gets a due list she can trust.

Every woman she registered, her weeks, next visit and risk, with reminders. The diary list, done for her.

ANM / midwife

Sees Hb and BP trends at a glance.

Anaemic and hypertensive mothers, pending referrals and vaccine session lists, in one place.

Medical officer

Knows who's due and where she'll deliver.

High-risk mothers due in the next four weeks, with birth plan and transport status.

Programme manager

Sees where the chain breaks.

First-trimester registration, newborn visits and full immunisation by village, linked back to pregnancy risk.

Leadership & funders

Get one story from pregnancy to first birthday.

Outcomes linked by Mother and Child ID, with visit quality shown beside visit counts.

ANC4+ is counted everywhere. We also report how many visits actually recorded BP and Hb, because a card that says 120/80 every time means nobody's measuring.

It's a smaller number. It's also where pre-eclampsia gets caught.
How we work with you

From your first email to a system your team actually runs.

Most systems launch in three to four months. The timeline moves with the number of programmes and roles, how messy the old data is, and how many tools need connecting.

Email us what hurts

Tell us where the work gets stuck today. Spreadsheets, notebooks, WhatsApp groups, all of it.

A 30-minute walkthrough

Free

You show us how the programme runs. We'll tell you straight if you need a new system, a better workflow or nothing at all.

Diagnosis

1 to 2 weeks

We map how your programme works, talk to the people who'll use it, review the tools you use today and hand you a System Blueprint, a clear plan of what we'll build.

Build in stages

6 to 16 weeks

Working screens every 2 to 4 weeks, tested by your field team in your own terms. We clean up your old spreadsheets and move them across.

Launch, then stay

30 to 60 days

Field training and launch, then 30 to 60 days of close support. After that, the system keeps changing as your programmes do.

What we'll need from you

  • A programme owner who can make decisions and join a short weekly review
  • Your current forms, trackers and one recent donor report
  • A few field staff to test screens before launch
  • Access to the tools you want connected

Works with what you already use

We connect to RCH portal exports, WhatsApp and IVRS, your helpline or chatbot, and government facility registers, rather than replacing what already works. Zoho licences sit in your organisation's name, and everything exports whenever you want it.

100+organisations worked with
150+systems built
5+countries
ZohoAdvanced Partner
75%of our work is with nonprofits
Your data, your rules

What 'your data stays yours' actually means.

The questions your finance head and IT lead will ask, answered before the call.

Your account, your licence

Zoho licences are bought in your organisation's name and hosted in the Zoho data centre region you choose, including India. We work inside your account.

Export any time

Every record exports to Excel or CSV whenever you want, including the day you stop working with us. You're not locked in to us for support either.

Access by role

Each person sees only the records their role needs. If she discloses violence, a confidential referral can go to your counselling team without showing on her ANC record.

A trail on every change

Edits are logged with who made them and when, so an audit or a funder query doesn't start from memory.

Consent and DPDP

Consent is recorded for each purpose, and we agree up front how long data is kept and when it's deleted. ZolaShield, our DPDP platform, shows where you stand.

AI stays inside your system

AI features run on your records under your account's controls. Beneficiary records never go into public AI tools.

Go deeper

Practical guides for this programme context.

Use these focused implementation guides alongside the sector playbook.

Tell us which maternal & child health model you run. Bring us one tracker.

We’ll map what your team does now, identify the smallest useful first version and show where follow-up, learning and reporting can share the same information, without forcing your programme into a generic template.

If budget is tight, ask about the Built for Impact Programme, which gives eligible nonprofits free Zoho credits.

Other sectors we build for

The same approach, shaped to each kind of work.

See all 16 sectors on one page →

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