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Contact Investigation Overview Jan Dougan, RN May 4, 2017 Essential Skills for the TB Nurse Case Manager Little Rock, AR May 3 4, 2017 Jan Dougan, RN has the following disclosures to make: No conflict of interests No relevant financial relationships with any commercial companies pertaining to this educational activity 1

Overview of Contact Investigation Guidelines Jan Dougan, RN TBCM ADH Contact Investigation Overview May 3 4, 2017 Little Rock, AR EXCELLENCE EXPERTISE INNOVATION Presentation Credits Presentation Provided by: Jessica Quintero, M.Ed. Heartland National TB Center 2

What is the Goal of Contact Investigation? Stop transmission. Prevent future cases TB disease. Evaluate and treat recently exposed persons. Identify source case. Contact Investigation Responsibilities Health departments are responsible for ensuring and conducting contact investigations. Non jurisdiction setting Military base Diplomatic missions Reservations for American Indian/Alaska Native Tribes 3

MMWR for Contact Investigation Decisions to Initiate a CI Investigating the index patient Assigning priorities Diagnostic and PH Evaluation of Contacts Treatment of Contacts When to expand a CI Confidentiality and Consent in a CI Data Management Staffing and Training Other considerations Media Special circumstances Source Case Investigation Decision to Initiate a CI Characteristics of the index patient Behaviors Table 1. Page 4 MMWR CI 4

What Characteristics Should We Consider in Our Decision to Initiate an Investigation? +AFB sputum, Pulmonary Cavities, Anatomical site of disease Investigating the Index Patient Pre interview phase Determine the infectious period Interview the patient Develop specific investigation plan 5

Pre Interview Phase Comprehensive information regarding the patient is the foundation of a contact investigation. Medical Demographic Social Reporting form Attending Nurses and/or physician Determine the Infectious Period Focuses the investigation on those most likely to be at risk. Estimation 6

Infectious Period Open 3 months prior to diagnosis 3 months prior to onset of symptoms 4 wks for no S/S, AFB ( ), & Abn CXR non cavitary Closed when all of the following are satisfied: Effective treatment >2 weeks Diminished symptoms Mycobacteriologic response Interview the Patient Establish rapport Information exchange Transmission settings Setting priorities Contact identification Closure Follow up interviews 7

Develop Specific Investigation Plan Review and organize obtained information Assign priorities to contacts Assigning Priorities Priorities are based on the likelihood of infection. Factors: Characteristics of the index patient Characteristics of the contact Age Immune status Other medical conditions Exposure 8

Diagnostic and PH Evaluation of Contacts Approximately 20% 30% of identified contacts have TB Infection, and 1% have TB disease. Of the 20% 30%, half will acquire disease within a year after exposure. Initial assessment within 3 business days Public Health Evaluation TABLE 3: TIME FRAMES FOR INITIAL FOLLOW UP OF COTACTS OF PERSONS EXPOSSED TO TUBERCULOSIS, page 9 9

Face to Face Health Assessment Symptoms review Diagnostic test Diagnostics Tuberculin Skin Test (TST) Interferon Gamm Release Assay (IGRA) HIV testing recommended Interpreting Skin Test Reaction 5 mm induration is positive for any contact A positive Break in Contact (BIC) or second round TST should be classified as recently infected A positive reaction in a BCG vaccinated contact should be considered a positive 10

Evaluation and Follow up of Children <5 Years Always assigned a high priority Full diagnostic medical evaluation Preventative treatment recommended Always assigned a high priority Treatment of Contacts Window Period Prophylaxis Used for children with negative TST LTBI Used for positive reactors with normal CXR and no symptoms AND Used for patients with HIV infection Taking immunosuppressive therapy for organ transplant Taking anti tumor necrosis factor alpha (TNF α) agents: Humira, Enbrel, Remicade, etc. 11

Why do we expand an investigation? Recent transmission is detected. Greater than expected rate of TB disease or TB infection among priority contacts. Evidence of secondary transmission TB disease among contacts not initially considered priority TB infection or TB disease in contacts younger than 5 years of age Change in contacts TST or IGRA status Consider the Following Before Expanding a Contact Investigation Are program objectives being met for High/Medium contacts? Is the positivity rate 10% or twice the number expected in a SIMILAR population? 12

National TB Program Objectives August 2015 Objectives on Contact Investigations Contact Elicitation For TB patients with positive AFB sputum smear results, increase the proportion who have contacts elicited. Examination Treatment Initiation Treatment Completion For contacts to sputum AFB smear positive TB cases, increase the proportion who are examined for infection and disease. For contacts to sputum AFB smear positive TB cases diagnosed with latent TB infection, increase the proportion who start treatment. For contacts to sputum AFB smear positive TB cases who have started treatment for latent TB infection, increase the proportion who complete treatment. Targets 100% 93% 91% 81% National Center for HIV/AIDS, Viral Hepatitis, STD, and TB Prevention; Division of Tuberculosis Elimination http://www.cdc.gov/tb/programs/evaluation/indicators/default.htm Calculating the Infection Rate The infection rate is defined as: The percentage of contacts with SIMILAR exposure who have a newly identified positive skin test (5mm or larger) OR IGRA. 13

Here are the steps Determine the total number of contacts evaluated. Do not include previous positive TST or refusals Determine the infection rate. Divide the number of contacts with a new +TST documented (numerator) by total number of contacts evaluated (denominator) Multiply by 100 the resulting percentage is the infection rate. Example 10 contacts were identified for a TB case 1 contact had a previous + TST 6 were positive 3 were negative Of 9 tested 6 were + 10 ID 1 Previous + 6 contacts +TST 9 contacts tested X 100 = 67% 14

So, Now Lets Try Result 10mm Previous + 15mm 00mm 00mm Refused 20mm Contact Johnny Depp Arnold Schwarzenegger Harrison Ford Emma Watson Leonardo DiCaprio Tom Cruz Brad Pitt Result 00mm 00mm 00mm 8mm 00mm Previous + 4mm Contact Kate Winslet Tom Hanks Matt Damon Cameron Diaz Anne Hathaway Jessica Alba Jimmy Fallon Total Contacts id d Previous + Refused Total screened Total positive 14 2 1 11 4 Do the Math Total Contacts id d Previous + Refused Total screened Total positive 14 2 1 11 4 Of 11 tested 4 were + 14 ID 3 ( 1PP&1 R) 4 contacts +TST 11 contacts tested X 100 = 36% 15

Confidentiality and Consent in a CI Essential to maintain credibility It s the law Make it a partnership Role play Make it clear Data Management Management of care and follow up for contacts Epidemiologic analysis of an investigation Program evaluation using performance indicators. Cohort review 16

Should be conducted by a TRAINED staff member What does that mean? No guidelines on training requirements. What are program guidelines for training Staffing and Training Put This in Perspective 2015 Arkansas Board of Cosmetology License Requirements COSMETOLOGIST LICENSE: 1500 Hours BARBER LICENSE: 1500 Hours NAIL TECHNICIAN LICENSE: 600 Hours ESTHETICIAN LICENSE: 600 Hours ELECTROLOGIST LICENSE: 600 Hours, or Cosmetology License + 350 Hours PERMANENT MAKEUP LICENSE: Demonstrator License MASSAGE TEHRAPIST LICENSE: 500 Hours COSMETOLOGY INSTRUCTOR LICENSE: Valid Cosmetology License + 600 Hours 17

Seek Training Opportunities CDC Self Study Modules 1 5 & 6 9 Interviewing video Relevant webinars Relevant in person training Materials Interviewing CI in corrections Other Considerations Media Proxy Interview Source Case Investigation Special Circumstances 18

Media Provide education to the community Illustrate a public health presence Increase public anxiety Contribute to spread of misinformation Have a clear and consistent message Coordination between parties Get ahead of the game Involve PR department Patient unavailable for interview Who makes a good proxy? Guidelines Confidentiality Risk Proxy Interviews 19

What about a source case investigation? Source Case Investigation is conducted to find the source of transmission when recent transmission is likely. Used when a child under the age of 5 has TB disease. Not recommended for LTBI patients and should be limited to children younger than 2. Reverse of contact investigation Only recommended when all infectious case investigation objectives are being met including treatment completion of contacts. Congregate Settings Incomplete information Confidentiality Collaboration Legal implications Media coverage 20

Special Settings Correctional Facilities Health Care Facilities Schools Shelters In Contact Investigation! 21

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