Table 1.

Contact investigation (CI) policies and procedures

CI steps	TB control jurisdictions
	1	2	3	4	5	6	7	8	9	10	11
Medical record review		❍	❏		❏	❍	❏	●	❍	❍	❏
Period of infectiousness assessed		❍				❍		❍			❍
Patient interview conducted	❍		❍	❍		❍	❍	❍	❍	❍	❍
Confidentiality					❍				❍	❍	❍
Patient education	❍		❍		●		❍		❍
Second interview	❍	❍	❍		❍		❍	❍	❍
Field visits required	❍	❍	◆	❍		●	❍	❍	❍	◆
Routine TST in field		❍	❍	❍		◆		❍	❍
Contact education	❍	❍			❍	❍		❍	◆	◆
Risk assessment for TB transmission	❍	❍	❍	❍	❍	❍	❍	❍	❍	❍	❍
Prioritizing contacts	●	●	●	❍	●	●	❍	❍	❍	●	❍
Steps to locate contacts			❍			❍			❍	❍	❍
HIV risk assessments and referrals to testing		❍	❍			❍	❍				●
Evaluating contacts	❍	❍	●		●	●	❍	●	●		❍
Second TST	❍	❍	❍	❏	❍	❍	❍	❍	❍		❍
Screen patients with history of TST+		❍			❍	❍			❍	❍	❍
Treatment and follow-up of contacts	❍	❍	❍		❍	●	❍	❍	❍		❍
Specialized treatment for children		❍	❍		❍	❍	❍	❍	❍	◆
Specialized treatment for HIV+ individuals		❏	❍			❍	❍	❍	❍
Barriers to adherence identified			❍	❏		❏		❍	❍		❏
Rules for expansion								❍	❍		❍
Concentric circle approach	❍			❍		❍		◆	❍

● Specific ❍General ❏ Form only ◆ Special circumstances/populations