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Midwifery
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Article history:
Received 7 January 2013
Received in revised form
3 May 2013
Accepted 7 May 2013
Objective: to synthesise qualitative research on task-shifting to and from midwives to identify barriers
and facilitators to successful implementation.
Design: systematic review of qualitative evidence using a 4-stage narrative synthesis approach. We
searched the CINAHL, Medline and the Social Science Citation Index databases. Study quality was
assessed and evidence was synthesised using a theory-informed comparative case-study approach.
Setting: midwifery services in any setting in low-, middle-, and high-income countries.
Participants: midwives, nurses, doctors, patients, community members, policymakers, programme
managers, community health workers, doulas, traditional birth attendants and other stakeholders.
Interventions: task shifting to and from midwives.
Findings: thirty-seven studies were included. Findings were organised under three broad themes: (1)
challenges in dening and defending the midwifery model of care during task shifting, (2) training,
supervision and support challenges in midwifery task shifting, and (3) teamwork and task shifting.
Key conclusions: this is the rst review to report implementation factors associated with midwifery task
shifting and optimisation. Though task shifting may serve as a powerful means to address the crisis in
human resources for maternal and newborn health, it is also a complex intervention that generally
requires careful planning, implementation and ongoing supervision and support to ensure optimal and
safe impact. The unique character and history of the midwifery model of care often makes these
challenges even greater.
Implications for practice: evidence from the review fed into the World Health Organisation's Recommendations for Optimizing Health Worker Roles to Improve Access to Key Maternal and Newborn Health
Interventions through Task Shifting guideline. It is appropriate to consider task shifting interventions to
ensure wider access to safe midwifery care globally. Legal protections and liabilities and the regulatory
framework for task shifting should be designed to accommodate new task shifted practices.
& 2013 Elsevier Ltd. All rights reserved.
Keywords:
Task shifting
Organisation of care
Systematic review
Qualitative research
Introduction
A key obstacle to the achievement of the maternal and child
health-related Millennium Development Goals (46) is the chronic
shortage and maldistribution of health workers in many countries
Corresponding author.
E-mail addresses: cj.colvin@uct.ac.za (C.J. Colvin), jddeheer@hotmail.com
(J. de Heer), winterton.laura@gmail.com (L. Winterton), mmm5cb@virginia.edu
(M. Mellenkamp), claire.glenton@kunnskapssenteret.no (C. Glenton),
jane.noyes@bangor.ac.uk (J. Noyes), simon.lewin@kunnskapssenteret.no (S. Lewin),
arashidian@tums.ac.ir (A. Rashidian).
0266-6138/$ - see front matter & 2013 Elsevier Ltd. All rights reserved.
http://dx.doi.org/10.1016/j.midw.2013.05.001
1212
Methods
Review design
We undertook a qualitative systematic review. As with systematic reviews of effectiveness, reviews of qualitative data should
be carried out in a systematic and transparent way and the last
few years have seen signicant development in systematic review
Exclusions
We excluded (a) studies assessing general attitudes of stakeholders to midwives or to task shifting in the absence of a specic
task-shifting initiative, (b) studies proposing training programmes
or detailing training needs and curriculum requirements in the
absence of empirical research on task-shifting interventions themselves, and (c) studies assessing the internal reorganisation of
Study selection
Assessment of the eligibility of studies can vary between
review authors. We addressed this challenge in two stages. First,
three review authors independently assessed the rst 200
abstracts for inclusion in the review. Each reviewer's list of
included articles and accompanying rationale was compared with
the list from the other reviewers and discrepancies were discussed
and resolved. Inclusion and exclusion criteria were also rened
and claried during this process. The remaining abstracts were
then independently reviewed by two reviewers and the lists then
compared again and resolved. Finally, a third reviewer consulted
on discrepant cases and also examined the notes kept by the other
two reviewers to ensure accuracy and consistency.
1213
Data synthesis
The reviewers synthesised the qualitative evidence using a
broadly comparative case-study approach informed by tools and
techniques outlined in the narrative synthesis frameworksee
Table 1 (Popay et al., 2006).
The rst step in this approach is to develop a preliminary
synthesis of the ndings using a starting conceptual framework.
For this review, initial data extraction was performed using a
template informed by the SURE framework. Published lists of
barriers for implementing changes in health care often show a
high degree of overlap (Oxman and Flottorp, 2001; Hanson et al.,
2003; Grol et al., 2007; Fretheim et al., 2009). As part of another
project, these lists were reviewed and a theory-informed framework for identifying barriers to implementing a policy option was
developed (SURE Collaboration, 2011).
This SURE framework includes the following factors:
(a) knowledge and skills; attitudes regarding programme acceptability, appropriateness and credibility; and motivation to change
or adopt new behaviours among recipients of care, providers of
care, and other stakeholders; (b) health system constraints
(including accessibility of care, nancial resources, human
resources, educational system, clinical supervision, internal communication, external communication, allocation of authority,
accountability, management or leadership (or both), information
systems, facilities, patient ow processes, procurement and distribution systems, incentives, bureaucracy, and relationship with
norms and standards); and (c) social and political constraints
(including ideology, short-term thinking, contracts, legislation or
regulations, donor policies, inuential people, corruption, and
political stability).
Three reviewers used this template to extract key ndings and
identify emerging themes across the studies. The denitions and
boundaries of each of these emerging themes were discussed
among the authors throughout the data extraction process. Finally,
one author synthesised these themes and categories into an
overall framework for facilitators and barriers that was then
reviewed by the other review authors for accuracy and
comprehensiveness.
The second step was to explore whether certain factors related
to the intervention or the context of the intervention were
associated with differences in the facilitators and barriers that
we had identied. Specically, we explored whether there were
differences between HICs and LMICs in the barriers and facilitators
identied, and whether there were differences between taskshifting initiatives involving simple tasks and ones delivering
more complex tasks.
The authors used the SURE framework to guide the analysis for
two reasons. First, it provides a broad but relatively comprehensive list of possible factors that could inuence implementation.
Second, the other reviews of qualitative research that were part of
the OptimizeMNH guidelines used the framework as a way to
facilitate cross-cutting analysis of task shifting barriers and facilitators across the reviews. While we used the framework as a
guide, our application of it was not rigid and the nal synthesis of
ndings is only loosely based on its categories.
1214
Table 1
Four-stage review design (Popay et al., 2006).
Main elements of 4 stage narrative synthesis
Purpose
Tools and
frameworks
used
To inform decisions about the review question and what types of studies to review
To contribute to the interpretation of the review's ndings
To assess how widely applicable those ndings may be
The SURE
framework
MDGs 4,5,6
Thematic
analysis
To consider the factors that might explain any differences in the facilitators and/or barriers Comparative
case analysis
To provide an assessment of the strength of the evidence for drawing conclusions about the CerQual tool
facilitators and/or barriers to implementation identied in the synthesis. Generalising the
product of the synthesis to different population groups and/or contexts
Findings
CASP quality
appraisal tool
Records screened
(n = 5899)
Records excluded
(n = 5854)
Full-text articles
assessed for eligibility
(n = 45)
Full-text articles
excluded, with reasons
(n = 8)
Studies included in
qualitative synthesis
(n = 37)
1215
Table 2
Characteristics of included studies.
Study details
Intervention context
Country
Study
ID
Author (Year)
Participants
Tasks
Direction
of shift
Akhavan and
Lundgren (2010)
Battersby (2010)
Interviews
Midwives
Interviews, survey
Midwives
From
Sweden
Midwife
To midwife England
Questionnaire
Psychosocial
support
Prevention/
promotion
Antenatal care
Questionnaire
Midwives
Dickson-Tetteh and
Billings (2002)
Dietsch (2010)
Interviews, observation
Midwives
Interviews, observation
Interviews, FGDs
11
Interviews
12
13
Interviews, observation
14
15
Fulton (2002)
Interviews, observation,
document reviews
Document reviews
16
Questionnaire
17
Interviews, observation
18
19
20
21
22
Maupin (2008)
2
3
4
5
6
7
8
9
10
23
24
Battersby and
Thomson (1997)
Bench and Fitzpatrick
(2007)
Collin et al. (2000)
DAmbruoso et al.
(2009)
Deery (2005)
FGDs
Interviews
Interviews
Interviews
Interviews, observation,
document review
McKenna et al. (2003) Interviews
Interviews
Interviews
31
32
Pettersson et al.
(2001)
Prowse and Prowse
(2008)
Reiger and Lane
(2009)
Rogers et al. (2003)
Shaban et al. (2012)
Interviews
FGDs
33
Interviews
34
Interviews
35
Tsouroui (2011)
36
FGDs
37
25
26
27
28
29
30
Interviews
Interviews
Interviews
Advanced
clinical skills
Advanced
clinical skills
Advanced
clinical skills
Advanced
clinical skills
Abortion
Neonatal care
Advanced
clinical skills
Midwives
Advanced
clinical skills
Auxiliary nurses
Advanced
clinical skills
Auxiliary nurses
Advanced
clinical skills
Nurses, traditional midwives
Advanced
clinical skills
Midwives
Advanced
clinical skills
Maternity support worker
Psychosocial
support
Nurse and midwife
Psychosocial
support
Midwives
Neonatal care
Midwives and nurses
Abortion
Midwives
Neonatal care
Primparous and multiparous women Psychosocial
support
Midwives and community members Advanced
clinical skills
Midwives and midwife students
Psychosocial
support
Midwives
Prevention/
promotion
Midwives
Neonatal care
Midwives
Neonatal care
Midwives
Prevention/
Promotion
Midwives
Psychosocial
support
Midwives
Psychosocial
support
Midwives and doctors
Psychosocial
support
Midwives
Neonatal care
Midwives
Advanced
clinical skills
Doctors, other health-care workers
Psychosocial
support
Midwives and doulas
Psychosocial
support
Pregnant women, midwives,
Prevention/
healthcare assistants
Promotion
Midwives
Advanced
clinical skills
Midwives
Prevention/
promotion
Setting
HIC/
LMIC
Hospital
HIC
Hospital
HIC
To midwife England
Other
HIC
To midwife England
Hospital
HIC
To midwife Canada
Clinic
HIC
To midwife Indonesia
Clinic
LMIC
To midwife England
Hospital
HIC
Hospital
LMIC
From
Kenya
midwife
From
South Africa
Midwife
To midwife England
Hospital
LMIC
Hospital
LMIC
Hospital
HIC
Hospital
LMIC
From
midwife
From
midwife
From
midwife
To midwife
Dominican
Republic
Dominican
Republic
Guatemala
Hospital
LMIC
Hospital
LMIC
England
Hospital
HIC
From
England
midwife
To midwife USA
Hospital
HIC
Hospital
HIC
Sweden
Wales
England
Sweden
Other
Hospital
Hospital
Home
HIC
HIC
HIC
HIC
Guatemala
Home
LMIC
Hospital
HIC
Hospital
HIC
Clinic
Hospital
Clinic
HIC
HIC
HIC
LMIC
To midwife England
Peripheral
sites
Hospital
HIC
To midwife Australia
Hospital
HIC
To Midwife England
To midwife Jordan
Hospital
Hospital
HIC
LMIC
To midwife Mexico
Hospital
LMIC
From
Australia
midwife
To midwife England
Hospital
HIC
Hospital
HIC
To Midwife Australia
Hospital
HIC
To midwife Sweden
Clinic
HIC
To Midwife
To Midwife
To midwife
From
midwife
To midwife
From
England
midwife
To midwife Northern
Ireland
To midwife England
To midwife England
To midwife Sweden
To midwife Angola
1216
Table 3
Tasks shifted and direction.
Tasks shifted to midwives
and what one study from the UK cited as the industrial model of
childbirth (Kirkham, 2003, cited in 7).
Studies from LMICs tended to focus less on efciency gains and
acute hospital-based care and more on simply covering major gaps
in obstetric care in their health system as a motivation for task
shifting [1, 12, 20, 32, 33, 34, 36]. In the case of abortion, pressures
to shift abortion-related tasks from doctors to midwives came
from political forces, client demand, lack of access in rural areas,
and a shift to medical abortion that made it easier for midwives to
deliver abortion services in the community [8, 19, 24].
Finally, task shifting emerged in several of the studies as
something that often happened without an ofcial plan or formal
rationale in place. In these studies, lack of staff, poor access to care,
poor outcomes, or unclear divisions of roles and responsibilities
typically resulted in what one study described as ad hoc forms of
task shifting among health staff [8, 19, 24].
Dening and defending the model: complex reactions to task shifting
in midwifery
Many of the challenges of task shifting described in the studies
centred the idea of a midwifery model of care and the tensions
that task shifting brought to bear on the ideals and relationships
embedded in this model.
Contrasting models of birth
A strong nding across many of the studies, and in particular
the ones from HICs, involved the construction of the midwifery
model of care and its sometimes profound conicts with what
was generally characterised as the biomedical model of care. One
study, for example, argued that this midwifery model of care rests
on the conviction that pregnancy is a natural and non-pathological
process; midwives favour a comprehensive approach to expectant
women, emphasizing preventive and qualitative dimensions of
care and encouraging the participation of women and their
spouses [5, p. 16].
By contrast, the medical model, often alluded to but poorly
described in these studies, is said to be organised around concepts
of pathology and abnormality, concerned with managing risk and
liability, and devoted to protecting the status of scientic medical
knowledge and technology. Features of these two ideal-typical
models are compared in Table 4 (Table 4).
Most of the studies in HIC settings described how tensions
between these models impacted the reorganisation of tasks to and
from midwives. Task-shifting initiatives in midwifery services
were thus often experienced as either an afrmation or a threat
to the perceived midwifery model.
It was an emphasis on the continuity, holism and womancenteredness of care between mother and midwife that had the
most impact on whether shifting tasks to or from midwives was
perceived as acceptable and feasible to those involved. Task
shifting that increased the ability of midwives to provide more
holistic or continuous care was readily accepted in principle by
midwives and mothers alike. Example of this kind of task shifting
included the performance by midwives of neonatal examinations
[20, 25, 26, 31] and the move to midwife-led models of care found
in, for example, birthing centres run by midwives [3, 5].
1217
Table 4
Midwifery and medical models of care.
Midwifery model
Medical model
1218
Discussion
One of the challenges of this review was the difculty of
dening task shifting in the context of midwifery services. Task
shifting interventions were often not labelled as such (in contrast
to more frequent use of the term among lay health worker
programmes) and we could not identify other search terms that
would reliably serve the same purpose. The broadness of the
review question also limited the degree to which multiple studies
could be identied to contribute ndings on specic issues that
emerged in the data analysis. In several cases, there are only one or
two studies that addressed a specic barrier or facilitator.
Many of the challenges of task shifting in the context of
midwifery services involved the unique role, status and identity
of midwives in the medical setting and the impact of this on
efforts to reorganise services. At stake were both ideological
1219
1220
Conclusion
A number of conclusions follow from the ndings summarised
above. Health-care workers should be adequately informed of both
specic changes in practice entailed by task shifting as well as the
general scope of practice and training for midwives. Although it is
clear that doulas, TBAs and other birth supporters can be valuable
Conicts of interest
None declared.
Acknowledgements
We would like to express our appreciation to A. Metin Glmezoglu,
Dr. Joao Paulo Dias de Souza and the other members of the
OptimiseMNH guideline technical committee for their support of this
project. Funding for this project was received from the UNDP/UNFPA/
UNICEF/WHO/World Bank Special Programme of Research, Development and Research Training in Human Reproduction, Department of
Reproductive Health and Research, World Health Organization, and
the Alliance for Health Policy and Systems Research.
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