Community health workers

The community health worker (CHW) programme extends BridgeERP HMS out of the facility and into households. Community health volunteers, promoters and extension workers register the households in their catchment, conduct monthly and sick-child visits, raise referrals into the facility, and report their activity each month. It is built for African primary care — iCCM sick-child care, MCH follow-up, MUAC nutrition screening and the MoH 514-style community register — with a data shape designed for lightweight mobile and USSD field capture.

Where to find it

The programme lives under Public Health → CHW Programme:

  • Public Health → CHW Programme → Households — the catchment register (model hms.chw.household).
  • Public Health → CHW Programme → Visits — household visits (hms.chw.visit).
  • Public Health → CHW Programme → Referrals — referrals to the facility (hms.chw.referral).
  • Public Health → CHW Programme → Monthly Summaries (MoH 514) — the community activity return (hms.chw.monthly.summary).
  • Public Health → CHW Programme → Configuration → CHWs / Promoters — the worker registry (hms.chw.worker).
  • Public Health → CHW Programme → Configuration → Community Health Units — the CHU structure (hms.chw.unit).

Before you start

Set up the community structure first. Under Configuration → Community Health Units create your CHUs, then under Configuration → CHWs / Promoters register each worker with their code, phone, role (Community Health Volunteer, Community Health Promoter, Community Health Worker, Community Health Extension Worker or Traditional Birth Attendant), unit and supervisor. Record whether a bicycle or smartphone has been provided and what training the worker has received. Households are then registered against a unit, so visits and summaries roll up correctly.

Register a household

  1. Open Public Health → CHW Programme → Households and create a record.
  2. Enter the code, head of household, phone and address, and link the community health unit.
  3. Record the house type (Permanent, Semi-Permanent or Temporary) and the WASH indicators — has toilet/latrine, safe water source, handwash station, and whether the household sleeps under an ITN.
  4. Add household members so individuals can be the subject of visits and referrals.

Conduct a household visit

  1. Create a visit under Visits, selecting the household and worker; a visit reference is generated.
  2. Choose the visit type: Routine Monthly, iCCM Sick-Child, MCH ANC Follow-up, MCH PNC / Newborn, Immunization Defaulter Follow-up, TB DOTS, HIV Adherence or Chronic Disease Follow-up.
  3. For a sick child, record the MUAC measurement — the system classifies it Green (≥125 mm), Yellow (115–124 mm, MAM) or Red (<115 mm, SAM) — and the iCCM signs (cough/difficulty breathing, diarrhoea, fever, multiple).
  4. Record any malaria RDT result and the commodities given: ORS, Zinc, Amoxicillin DT, AL/ACT.
  5. If the child needs facility care, tick Referral Made and raise a referral (see below).
  6. Set the visit Status to Completed when done.
CHW household visit list showing visit type, MUAC category and worker
Household visits, classified by visit type and nutrition (MUAC) category.

Raise a referral

  1. Create a referral under Referrals (or from a visit), naming the patient, age and sex.
  2. Choose the reason — e.g. Severe Acute Malnutrition, Severe Pneumonia, Diarrhoea with Dehydration, Severe Malaria, general IMCI danger signs, ANC, Skilled Delivery or PNC.
  3. Set the severity: Routine, Urgent or Emergency, and the facility referred to; note whether transport was arranged.
  4. When the patient is seen, set arrival confirmed and the outcome (Seen & Treated, Admitted, Counter-Referred Back to CHU, Did Not Attend or Died); record any counter-referral note.
  5. Move the referral state from Draft to Referred and finally Closed.
Tip — A confirmed Counter-Referred Back to CHU outcome closes the loop — the facility tells the worker what to follow up at home, which is the heart of community case management.

Visit field reference

FieldMeaningRequired
HouseholdThe household being visitedYes
WorkerThe CHW conducting the visitYes
Visit TypeRoutine, iCCM, MCH, defaulter, TB, HIV, chronicYes
MUAC / CategoryMid-upper-arm circumference and its Green/Yellow/Red bandFor child visits
iCCM SignsDanger signs assessedFor sick-child
CommoditiesORS, Zinc, Amoxicillin DT, AL/ACT givenAs applicable
StatusDraft, Completed, CancelledYes

Monthly summary (MoH 514)

Each worker's activity rolls into a Monthly Summary under CHW Programme → Monthly Summaries (MoH 514), keyed by worker, month and year and grouped by community health unit. This is the community register that aggregates visits, screenings and referrals for the period — the figures your facility carries into MoH community reporting.

Mobile & field use

The CHW data model is deliberately lean — coded selection fields, simple counts and yes/no indicators — so that visit and referral records can be captured on low-bandwidth mobile and USSD channels in the field. Workers flagged as smartphone provided are your candidates for app-assisted capture; the rest can be supported through paper-to-clerk entry against the same records.

Roles & access

Three groups govern the programme: CHW Worker (records their own households, visits and referrals), CHW Supervisor (oversees a unit, reviews referrals and monthly summaries) and CHW Coordinator (programme-wide configuration of units and workers).

The community programme is most valuable when it closes loops with the rest of the suite rather than sitting apart. An immunisation defaulter traced by Community Health Worker Referral becomes a household-level task; a sick child found with danger signs on a visit becomes a facility referral that the receiving clinic acts on; and a counter-referral sends the clinic's follow-up instructions back to the worker who first found the case. In this way a single child can move from a CHW's MUAC screen, to an emergency referral, to facility care, and back to community follow-up — all tracked against the same shared patient and household. The monthly summary then aggregates this activity into the community register the facility carries into Ministry of Health reporting, so the work done at the doorstep is visible in the official numbers.

Tips & troubleshooting

Warning — A Red MUAC (SAM) or an Emergency referral should never sit in Draft. Treat these as same-day actions and confirm the child reached the facility.
Note — If a worker's visits are missing from a unit's monthly summary, check that the worker is linked to the correct community health unit on their registry record.

CHW roles & household fields

Workers are registered with a role, and each household carries WASH and nutrition indicators that drive community reporting.

Worker roleMeaning
Community Health VolunteerVolunteer member of the community health unit
Community Health Promoter (paid stipend)Stipended promoter
Community Health Worker (clinical)Clinically trained worker
Community Health Extension WorkerExtension-cadre worker
Traditional Birth AttendantTBA linked to the unit
Household fieldCaptures
House typePermanent, Semi-Permanent, Temporary
Has Toilet/LatrineWASH indicator
Has Safe Water SourceWASH indicator
Has Handwash StationWASH indicator
Sleeps Under ITNMalaria-prevention indicator

Visit type catalogue

The visit type sets what is captured and which programme the visit feeds.

Visit typeUsed for
Routine MonthlyStandard household visit
iCCM Sick-ChildIntegrated community case management of a sick child
MCH ANC Follow-upAntenatal follow-up
MCH PNC / NewbornPostnatal and newborn care
Immunization Defaulter Follow-upTracing a missed-dose child
TB DOTSCommunity directly-observed treatment
HIV AdherenceAdherence support
Chronic Disease Follow-upNCD follow-up
Contact TracingTracing contacts of a case
Outbreak ResponseActivity during an outbreak
Health PromotionEducation and promotion
Referral Follow-upFollowing up a prior referral

Referral reason, severity & outcome

FieldValues
ReasonSevere Acute Malnutrition, Severe Pneumonia, Diarrhoea with Dehydration, Severe Malaria, General Danger Signs (IMCI), ANC, Skilled Delivery, PNC, Immunization, HIV Test/Treatment, TB Screening, Chronic Disease Review, Other
SeverityRoutine, Urgent, Emergency
OutcomeSeen & Treated, Admitted, Counter-Referred Back to CHU, Did Not Attend, Died, Pending
StateDraft → Referred → Closed

CHW Programme menus at a glance

Menu pathOpensModel
Public Health → CHW Programme → HouseholdsCatchment registerhms.chw.household
Public Health → CHW Programme → VisitsHousehold visitshms.chw.visit
Public Health → CHW Programme → ReferralsFacility referralshms.chw.referral
Public Health → CHW Programme → Monthly Summaries (MoH 514)Community returnhms.chw.monthly.summary
Public Health → CHW Programme → Configuration → CHWs / PromotersWorker registryhms.chw.worker
Public Health → CHW Programme → Configuration → Community Health UnitsCHU structurehms.chw.unit
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