What approach should be used for contraceptive counseling in an outpatient clinic office?

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Last updated: January 23, 2026View editorial policy

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Contraceptive Counseling in the Outpatient Clinic

Follow the CDC's structured 5-step approach: establish rapport, obtain clinical/social history, interactively select methods using a tiered effectiveness approach, perform only essential physical assessments, and provide same-day contraception with a full year's supply. 1

Step 1: Establish Rapport

Build trust through specific communication strategies:

  • Use open-ended questions rather than yes/no questions to encourage dialogue 1
  • Ensure complete privacy and confidentiality by explicitly explaining how personal information will be protected and used 1
  • Demonstrate empathy without judgment, actively listening to the client's concerns and observing non-verbal cues 1
  • Encourage questions throughout the encounter, making yourself accessible for follow-up 1

Step 2: Obtain Essential Clinical and Social Information

Medical History (Required Elements)

For female clients, document:

  • Menstrual history: last menstrual period, cycle frequency, bleeding patterns 1
  • Obstetric history: pregnancies, deliveries, miscarriages, terminations, current breastfeeding status 1
  • Contraceptive history: current and past methods used, difficulties experienced (side effects, adherence problems), use at last intercourse 1
  • Medical conditions: chronic diseases, thromboembolism risk factors, hypertension, diabetes 1
  • Smoking status and age (critical for combined hormonal contraception eligibility) 1
  • Allergies to medications or latex 1
  • Recent sexual activity and timing of last intercourse 1

Reproductive Life Plan

Ask directly: "Do you want to have any children or more children? If yes, when?" This clarifies pregnancy intentions and guides method selection 1

Sexual Health Assessment (The "5 P's")

  • Practices: Types of sexual activity (vaginal, anal, oral) 1
  • Pregnancy prevention: Current contraceptive use and partner's contraceptive involvement 1
  • Partners: Number, gender, and concurrency of partners 1
  • Protection from STDs: Condom use patterns and barriers to consistent use 1
  • Past STD history: Personal and partner STD history 1

Step 3: Interactive Method Selection Using Tiered Approach

Present Methods by Effectiveness (Most Effective First)

Start with long-acting reversible contraception (LARC) before discussing less effective methods 1, 2:

  1. Tier 1 - Most Effective (<1% failure rate):

    • Implant (0.05% failure rate) 2
    • IUDs: levonorgestrel and copper (0.2-0.8% failure rate) 2
    • Emphasize that LARCs are safe for all women, including adolescents and nulliparous women 1, 2
  2. Tier 2 - Moderately Effective (6-9% typical use failure rate):

    • Injectable contraception 1
    • Combined hormonal methods (pills, patch, ring) 1
    • Progestin-only pills 1
  3. Tier 3 - Less Effective (12-28% typical use failure rate):

    • Barrier methods (condoms, diaphragm, cervical cap) 1
    • Fertility awareness methods 1
  4. Permanent Methods:

    • Female and male sterilization for those who have completed childbearing 1

Essential Information for Each Method

Discuss for all medically appropriate methods:

  • Typical use effectiveness rates (not just perfect use) 1
  • Correct usage instructions and adherence requirements 1
  • Common side effects, particularly bleeding changes 1
  • Non-contraceptive benefits (e.g., reduced menstrual pain, acne improvement) 1
  • Return to fertility after discontinuation 1

Address Barriers and Preferences

  • Identify socio-behavioral barriers: mental health issues, substance abuse, intimate partner violence 1
  • Assess partner involvement and preferences 1
  • Discuss cost and accessibility concerns 1

Critical Counseling Point for STI Risk

All clients at STI risk must use condoms regardless of their primary contraceptive method - hormonal contraception and IUDs provide zero STI protection 2. This dual-method approach is mandatory, not optional 2.

Step 4: Physical Assessment (Only When Warranted)

Required Assessments

  • Blood pressure measurement before initiating combined hormonal contraception 1, 3
  • Pregnancy test only if clinical uncertainty exists - detailed history is usually sufficient 1, 3
  • Weight/BMI measurement for baseline monitoring (not for eligibility determination, as obesity is not a contraindication to any method) 1, 3

Examinations NOT Required Before Contraception

Do not delay contraception for these unnecessary procedures 1:

  • Pelvic examination (except for IUD insertion or diaphragm fitting) 1
  • Cervical cytology/Pap smear 1
  • Clinical breast examination 1
  • HIV screening 1
  • Laboratory tests for lipids, glucose, liver enzymes, hemoglobin, or thrombogenic mutations 1

Common pitfall: Requiring unnecessary exams creates barriers to contraceptive access, particularly for adolescents and low-income women 1.

Step 5: Provide Method and Ensure Understanding

Same-Day Provision

  • Dispense contraception onsite at the visit - do not require return visits 1
  • Use "quick start" approach: Begin the method immediately rather than waiting for next menses if reasonably certain the client is not pregnant 1

A provider can be reasonably certain of non-pregnancy if the client meets any one of these criteria 1:

  • ≤7 days after menses start
  • No intercourse since last normal menses
  • Using reliable contraception correctly and consistently
  • ≤7 days post-abortion
  • Within 4 weeks postpartum
  • Fully breastfeeding, amenorrheic, and <6 months postpartum

Prescribing Strategy

Provide or prescribe a full year's supply of pills, patch, or ring at the initial visit 1. This eliminates refill barriers and improves continuation 1.

Instructions and Follow-Up Plan

  • Demonstrate correct usage with hands-on instruction when applicable 1
  • Provide written instructions for missed doses or problems 1
  • Develop a specific follow-up plan addressing when to return and how to contact the clinic 1
  • Confirm understanding by having the client explain back key points 1
  • Discuss backup contraception (condoms) for the first 7 days if not starting during menses 1

Emergency Contraception Education

Proactively discuss emergency contraception availability and provide advance prescriptions when appropriate 1.

Common Pitfalls to Avoid

  • Never limit discussion to only methods available onsite - provide referrals for all medically appropriate methods 1, 2
  • Never assume method preferences based on age, parity, or demographics - present all options and let the client choose 2
  • Never delay contraception waiting for menses when quick start is appropriate 1, 3
  • Never provide only 1-3 month supplies when a full year can be prescribed 1, 3
  • Never require pelvic exams or Pap smears before providing non-IUD contraception 1, 3
  • Never omit LARC discussion with adolescents or nulliparous women - these are first-line options for all ages 1, 2

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Contraceptive Recommendations for Adolescents with High STI Risk

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Control Ginecológico Sistemático

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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