A patient-prepared summary of pregnancy and health history, results, medicines and questions—with space to record the next step agreed during the visit and return to it afterward.
Changes in symptoms, measurements and physical capacity
Medication, hormone and supplement history
Prior results and questions she wants to discuss
Her notes on the agreed action, responsible care team, timing and unanswered questions
The summary is patient-reported and needs clinical context. It does not diagnose, calculate risk or recommend treatment. Every section is optional. Answers stay in the browser tab and can be downloaded or printed without an account. A saved editable draft can be reopened after the visit; entering a clinician’s name does not send the notes or confirm a handoff.
Evidence, synthesis, and a proposal are not the same thing.
01
Established evidence
Recognized adverse pregnancy outcomes are associated with later cardiovascular risk. Midlife and menopause are important times to revisit blood pressure, lipids, glucose, symptoms, family history, function, and prevention in the individual clinical context.
02
Lisa's approach to explaining heart health
HISTORY carries context forward. FLOW, BEAT, PUMP, and POWER organize four different questions in a woman's cardiovascular story. The checks and worksheets help a person prepare for care; they do not calculate risk or direct care.
03
The proposed workflow
Pregnancy Is Heart History is a quality-improvement concept for asking about pregnancy history, preserving it in a durable longitudinal record, and considering it alongside current symptoms and established risk factors. It requires clinical, workflow, privacy, equity, and statistical review before pilot use.
A question to test
Can a woman leave with a next step she can explain?
A first pilot would examine whether Heart Story is useful before, during and after an appointment. These are proposed measures for discussion with patients and clinicians. No pilot is currently running.
What a future evaluation could measure
Question
What we would record
Can women use it?
How many can prepare and save a useful summary, how long it takes, and where help is needed.
Does the history reach the conversation?
Whether relevant pregnancy history or uncertain details are discussed. Keep patient reports separate from clinician confirmation.
Is the next step clear?
Whether a woman can describe the agreed action, the person or team to contact, and the timing—or explain what still needs to be decided.
Does it fit the visit?
Whether the summary is used, what a clinician finds useful, and any added work or duplication.
What happens afterward?
For a clinician-recommended step, distinguish planned, scheduled and completed, and record how that status was confirmed.
Report counts with denominators, reasons for noncompletion and any confusion about the tool. The participating site would agree on eligibility, review, consent and privacy before a pilot. Website visits and downloads would remain separate from measures of clinical use.
You can review just one page or tool. Tell Lisa what fits your experience, and she will send the material, its sources and a few specific questions. There is no ongoing commitment.
01
Medical accuracy
Read a page or tool and tell us what needs correcting, explaining or adding.
We agree on the page, passage or tool before you begin.
02
The sources behind it
You receive the references, with any unanswered questions clearly marked.
03
A few clear questions
What is accurate? What is missing? What could be misunderstood or difficult to use?
04
A choice about credit
You can give feedback privately. Your name, title, affiliation, words or logo will appear only with your written approval of the exact use.
Printable review brief
A short introduction to share.
Print the brief or save it as a PDF for a colleague who may want to help.
HEART RESERVE
CLINICIAN + REVIEWER BRIEFCurrent status · October 2026
Prepared by Lisa Zahakos, RPA-C
Pregnancy history first. Midlife checkpoint next. Prevention throughout.
HEART RESERVE is an independent women's cardiovascular-health education project. It connects pregnancy and reproductive history, menopause, established risk factors, symptoms, testing, and physical capacity across time.
The Heart Story, pregnancy, blood sugar and midlife tools help women organize their history and questions before an appointment. Heart Story also holds notes on the next step agreed with the care team. Answers stay in the browser tab unless the user saves or prints them. These tools do not diagnose, calculate risk or replace individualized care.
The proposed clinical layer
Pregnancy Is Heart History is a proposed quality-improvement workflow: ask about pregnancy history, preserve what is known in a durable searchable record, and respond proportionately alongside current symptoms and established risk factors.
Review requested
Clinical accuracy, missing context, and exclusions
Patient wording, burden, privacy, trauma, and equity
EHR placement, retrieval, workflow, and implementation burden
Pilot eligibility, aggregate measures, analysis, and stop rules
Illustrative pilot—not a launched study
A future participating site and qualified reviewers would determine eligibility, sample size, measures, analysis, privacy protections, and whether the activity is quality improvement or human-subjects research. The purpose would be to test whether pregnancy history can be asked, documented, and followed by an appropriate recorded response—not to promise health outcomes. No pilot is currently active.