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. 2018 Oct 5;201:26–59. doi: 10.1016/j.mee.2018.10.001

Diagnostic tools for tackling febrile illness and enhancing patient management

Konstantinos Mitsakakis a,b,⁎,1, Valérie D'Acremont c,d,1, Sebastian Hin a, Felix von Stetten a,b, Roland Zengerle a,b,e
PMCID: PMC7114275  PMID: 32287568

Abstract

Most patients with acute infectious diseases develop fever, which is frequently a reason to visit health facilities in resource-limited settings. The symptomatic overlap between febrile diseases impedes their diagnosis on clinical grounds. Therefore, the World Health Organization promotes an integrated management of febrile illness. Along this line, we present an overview of endemic and epidemic etiologies of fever and state-of-the-art diagnostic tools used in the field. It becomes evident that there is an urgent need for the development of novel technologies to fulfill end-users' requirements. This need can be met with point-of-care and near-patient diagnostic platforms, as well as e-Health clinical algorithms, which co-assess test results with key clinical elements and biosensors, assisting clinicians in patient triage and management, thus enhancing disease surveillance and outbreak alerts. This review gives an overview of diagnostic technologies featuring a platform based approach: (i) assay (nucleic acid amplification technologies are examined); (ii) cartridge (microfluidic technologies are presented); (iii) instrument (various detection technologies are discussed); and at the end proposes a way that such technologies can be interfaced with electronic clinical decision-making algorithms towards a broad and complete diagnostic ecosystem.

Keywords: Disease surveillance, Febrile illness, Microfluidics, Nucleic acid amplification, Electronic clinical decision algorithms, Point-of-care diagnostics


Graphical abstract

Unlabelled Image

Highlights

  • Fever: one symptom for many possible causes requires syndromic diagnostic approach.

  • Genetic profiling of pathogens allows accurate identification of cause of fever.

  • A platform approach suggests the interface between assay, cartridge and instrument.

  • Clinical algorithms are the bridge between diagnostic results and clinical outcome.

1. Introduction

People in Low- and Middle-Income Countries (LMICs), primarily in sub-Saharan Africa, South-east Asia, and Latin America, suffer dramatically from infectious diseases, some of which are endemic, while others occur in the form of epidemics. A combination of factors leads to the perpetuation of this situation, including the tropical climate, the simultaneous presentation of multiple diseases, innate or acquired host factors (micronutrient deficiency, immunodeficiency, co-morbidities), lack of resources (low income) to procure medicines and vaccines or other preventive tools, lack/misuse (due to lack of training or information) of (suitable) diagnostic tools, increase of pathogen resistance to antimicrobial medicines, as well as social and community factors. As a result, in 2010, 64% of deaths worldwide were still due to infectious diseases; pneumonia, malaria, and sepsis were the leading causes of death, particularly in Africa [1]. Moreover, while the borders between tropical diseases – thought to be confined around the equator (such as Ebola) – and infectious diseases classically related to Northern countries (such as influenza) were discrete, climate change and the increase in population migration contributed to a blurring of these borders, thus making the spread of febrile illnesses a global reality and concern.

Many people with acute infectious diseases develop fever, which is a frequent complaint, observed in approximately 80% of pediatric and adult patients presenting with an acute medical condition to health facilities. The estimated incidence of febrile episodes in malaria endemic countries varies according to studies but is generally between 2 and 7 episodes per person per year in children <5 years [2]. Despite the fact that all these infectious diseases cause fever, they can result from very different types of pathogens – parasites, viruses, bacteria – each of which requires a different type of treatment and management. Malaria, which was a major cause of fever a few decades ago, has now dropped in many places thanks to the large deployment of preventive and curative measures. A high proportion of patients still suffer, however, from non-malaria febrile illnesses, for which there is almost no diagnostic capability in Africa. Bacterial diseases, such as typhoid fever, often exhibit the same symptoms as malaria, which explains why, in the absence of reliable diagnostic tests, patients are administered an antimalarial instead of an antibiotic medicine. This is a major and sometimes lethal mismanagement. Moreover, enteric fevers (and salmonellosis in general) often act as co-infections to malaria [3] and require, therefore, identification even in the presence of a positive malaria test. Failure to identify the nature of the causative pathogen results in: (i) increased morbidity and mortality due to diseases being untreated or treated with inappropriate antimicrobials [4,5]; (ii) waste of medicines, which may be life-saving for other patients; and (iii) increased resistance to antimicrobials, which is a major public health threat worldwide. This failure has mainly three origins: (i) diagnostic tools to identify the causative pathogen(s) have not been developed, are not accurate enough, or are not available; (ii) the test results are mis-interpreted either due to limited training of healthcare providers, or lack of clear guidelines; (iii) the lack of accurate and simple tools able to measure critical host parameters that can differentiate between colonization/carriage and infection/disease, as well as to determine the degree of severity of the disease.

The “chaotic” situation of mis-diagnosed/mis-treated endemic infectious diseases gets even worse when there are epidemic outbreaks, which add to the burden of disease and the confusion around the actual etiology of febrile episodes. If diagnosis is made on clinical grounds and no (accurate) diagnostic tools are available, the epidemic pathogen is first left unrecognized for a long period of time and spreads rapidly and widely. Once detected, the notification of the epidemic disturbs completely the diagnostic workup and patients are all considered as suffering from the emerging pathogen whereas they, in fact, may suffer from a common endemic infection. Two recent examples illustrate this reality: (i) at the peak of an unexpected large dengue epidemic in 2014 in Dar es Salaam, Tanzania, 80% of patients with febrile illness were actually suffering from dengue [6] that was misdiagnosed as malaria by routine health workers, who had no access to dengue diagnostic tools; (ii) during the Ebola outbreak of 2014, 90% of the presumptive patients were, in fact, negative for Ebola, and most patients did not receive treatment for the actual cause of their fever [7].

Within this framework, this review has the following scope: (i) to describe the clinical and epidemiological context of fever as a syndrome caused by multiple different infections, outlining the etiologies and unmet needs of this clinical condition; (ii) to describe the end-users' needs (and challenges) for efficient fever diagnosis; and (iii) to provide an overview (a non-exhaustive list) of existing, emerging, or newly-developed and potentially promising diagnostic technologies as a means to facilitate patient management, disease surveillance, and epidemics monitoring and control.

2. Epidemiological, clinical, and public health context of febrile illness

2.1. Strategic decisions by stakeholders, policy makers, non-government organizations, and international organizations

Given the still high (and often increasing) numbers of febrile (and related) illness cases and accompanied mortality globally, the (re-)emergence of global threats (e.g. Ebola in 2014) and the increasing resistance to antimicrobial medicines, there have been several conventions at the international level with the aim to define a roadmap to tackle these challenges. The most significant conclusions and decisions deriving from summit meetings are summarized below.

The World Health Organization (WHO) has changed its policy regarding the case management of malaria, to shift from presumptive treatment to laboratory-based confirmation of malaria before treatment [8]. Thus, wide access to malaria diagnosis is advocated to protect available antimalarial medicines against the development of resistance.

According to the WHO 2014 Global Report on surveillance and antimicrobial resistance, the emergence of drug resistance due to misuse of antimicrobials is one of the major current public health threats worldwide. New tools that could mitigate this threat are urgently required [9].

In a summary of the lessons learned from the 2014 Ebola epidemic, Bill Gates mentioned that: “We need to invest in better disease-surveillance and laboratory-testing capacity, for normal situations and for epidemics. Routine surveillance systems should…detect early signs of an outbreak beyond their sentinel sites and be quickly scaled up during epidemics. They should be linked with national public health laboratories to enable robust monitoring and response.” [10].

In an Ebola-focusing summit that was convened by the Paul Allen Foundation in April 2015, one of the conclusions stated that “The greatest unmet need…is a field-test for use in community or village settings…to help determine whether isolation and/or referral is indicated.” [11].

During an expert meeting at WHO in June 2015 focusing on interoperability standards, it was concluded that there is a clear need for interface systems between diagnostic tools and e-Health technologies, aiming at both patient management and epidemics control [12].

These conclusions and directives coming from multiple sites strongly demonstrate the need and the motivation that exists to support the development of new, innovative diagnostic tools that can efficiently resolve the aforementioned challenges related to febrile illnesses.

2.2. Etiologies of fever

2.2.1. Main syndromes causing fever

The first step to improve the management of patients with febrile illness is to estimate the distribution of the various syndromes and pathogens that cause fever. Even though the distribution of fever-causing diseases varies by geography, season, age and immunity of patients and the level of care, some findings were similar among studies [2]. These were related to cosmopolitan diseases found in most places worldwide, such as pneumonia or urinary tract infection. For other diseases, with various levels of endemicity, such as typhoid or rickettsiosis, or that occur rather in an epidemic way, such as arbovirus infections, the prevalence varied significantly according to the geographic location and, even more, according to the season or the calendar year. In studies that have recorded the clinical presentation of patients (and not only their laboratory results), the causes of fever in outpatients could be classified into four main syndromes: 1) acute respiratory infections (ARI, of any type); 2) diarrhea (gastroenteritis); 3) fever with another clear focus (e.g. meningitis or skin infection); and 4) non-specific fevers [13] (each diagnostic platform described in Section 5 focuses on at least one of the aforementioned cases). Even though important diagnostic challenges remain regarding the first three syndromes, clear clinical guidelines have been developed by WHO, such as the Integrated Management of Childhood Illness – IMCI [14], to help clinicians to assess their patients and to decide on their treatment. Because they correspond to localized infections, these syndromes are generally diagnosed using the best available clinical predictors, while diagnostic tools are indeed not included. In contrast, regarding the 4th syndrome (non-specific fevers), very few guidelines are available.

2.2.2. Etiologies of non-specific fevers

The main challenge faced by clinicians is the management of patients with fever without specific symptoms or signs to guide them to the source of infection, combined, in endemic areas, with a negative malaria test result (the “negative syndrome” as labeled by health workers in Tanzania). These non-specific fevers, also called “fever without focus”, are caused by a wide range of pathogens (Fig. 1 and Table 1 ) that cannot be identified without accurate laboratory tests.

Fig. 1.

Fig. 1

Etiologies of unspecific febrile illness among outpatient children with febrile illness in east and central Tanzania. The figure excludes localized infections, i.e. acute respiratory infections, gastroenteritis, skin infections, meningitis and naso-pharyngeal infections (infections due to enterovirus, adenovirus or influenza, however presenting without any respiratory symptom). Source: figure provided by V. D'Acremont, adapted from [13].

Table 1.

Classification of fever-causing pathogens in Africa (parasitic, bacterial, viral, fungal systemic infections). “NA”: Not Applicable; “?”: unknown; “NAATs”: Nucleic Acid Amplification Technologies; “LFT”: Lateral Flow Test.

Relevant in children 2–59 months Relevant in adults Relevant only in HIV+ patients Performance of NAATs on blood
Performance of serology during the fever episode
Performance of antigen detection
LFT already available Sensitivity of LFT Antimicrobial treatment indicated Relative prevalence Geographical variability Season/year variability
Sensitivity Specificity Sensitivity Specificity Sensitivity Specificity
Parasitic systemic infections

Plasmodium spp.



Very high
Very high
NA
NA
High
Medium

High

High
Medium
Medium
Toxoplasma gondii



NA
NA
High
Medium
NA
NA



Very low
Low
Low



Bacterial systemic infections

Streptococcus pneumoniae



Medium
Very high
NA
NA
Low
Low

Low

High
Low
Low
Staphylococcus aureus



?
?
NA
NA
NA
NA



Low
Low
Low
Salmonella typhi



Medium
Very high
High
Medium
NA
NA

High

High
Medium
Medium
Salmonella paratyphi



Medium
Very high
High
Medium
NA
NA



Very low
Medium
Medium
Salmonella non-typhi



Medium
Very high
High
Medium
NA
NA



Medium
Low
Low
Tropheryma whipplei bacteremia



Low
Low
?
?
NA
NA



?
?
Low
Mycobacterium tuberculosis bacteremia



NA
NA
NA
NA
Lowa
Very high

Low

Medium
Low
Low
Mycobacterium non-tuberculosis bacteremia



NA
NA
NA
NA
NA
NA



Low
Low
Low
Rickettsiosis



Low
Very high
Low
High
NA
NA



Medium
High
Low
Leptospirosis



Very high
Very high
High
High
NA
NA

High

Medium
Medium
Low
Q fever (Coxiella burnetti)



Very high
Very high
High
High
NA
NA



Medium
High
Low
Relapsing fever (Borrelia spp.)



Very high
Very high
Low
Low
NA
NA



Low
High
Low
Brucellosis



High
Very high
Very high
High
NA
NA

High

Medium
High
Low
Bartonellosis



?
?
Very high
High
NA
NA



Very low
?
Low



Viral systemic infections

Influenza A and B



Low
Very high
Low
?
NA
NA



High
Medium
Medium
Epstein-Barr Virus primoinfection



High
Low
Very high
Medium
NA
NA



Medium
Low
Low
Cytomegalovirus primoinfection



High
Low
High
Medium
NA
NA



Medium
Low
Low
Parvovirus B19 primoinfection



Very high
Medium
Low
?
NA
NA



Medium
Low
Low
Human Herpes Virus 6 primoinf.



Very high
Medium
Low
?
NA
NA



High
Low
Low
Human Herpes Virus 8 primoinf.



Very high
Medium
Low
?
NA
NA



?
?
Low
HIV acute infection



Very high
Very high
Medium
Low
High
High



Low
Low
Low
Dengue



High
Very high
High
Medium
High
Very high

Very high

High
High
High
Chikungunya



High
Very high
High
Low
Low
Very high

Low

High
High
High
Zika



High
Very high
High
Low
?
?

?

?
?
High
West Nile



Very high
Very high
Low
?
NA
NA



Medium
Low
Low
Rift Valley



Very high
Very high
Low
?
NA
NA



Low
High
High
Hepatitis A



NA
NA
Very high
Very high
NA
NA

Low

Very low
Low
Low
Hepatitis B (acute)



High
Low
Very high
Very high
High
Low

?

Low
Low
Low
Hepatitis C (acute)



High
Low
Very high
Very high
NA
NA

?

Low
Low
Low
Hepatitis E



NA
NA
Very high
Very high
High
High

High

Low
High
Low



Fungal systemic infections

Cryptococcosis



?
?
NA
NA
Very high
Very high

Very high

High
Low
Low
Histoplasmosis Very low Very high Low Low Medium High High Medium Low Low

Notes: 

Probably very rare (among febrile cases) or very localized diseases that could be included according to local endemicity or occurrence of outbreak: Yellow fever, Marburg, Hantavirus, Lassa, Ebola, O'nyong nyong, Sindbis, Plague, Tetanus, African Trypanosomiasis, Schistosomiasis, Strongyloidiasis, Anaplasmosis, Ehrlichiosis, Babesiosis.

Diseases not included because generally considered after more than one week of fever: Sinusitis, visceral leishmaniasis, amoebic liver abscess.

Diseases not included because, although they are fairly prevalent, they rarely present with fever: Pertussis, Cryptosporidium.

Diseases not included because clinical diagnosis is generally sensitive enough and specific enough: Measles.

a

Medium sensitivity in HIV patients with low CD4 cell count (urinary test).

Recent studies that aimed at determining the etiologies of fever [13,[15], [16], [17], [18]] have identified the following important diseases as causes of non-specific fever:

  • (i)

    Malaria continues to be a major global health problem. According to the 2016 World Malaria Report, 91 countries were still malaria endemic [19]. There were an estimated 212 million cases of malaria worldwide in 2016 and an estimated 429,000 deaths, while 90% of all malaria deaths occurred in Africa. Malaria prevalence varies widely, from 0 to 32% of all fevers. Indeed, the decrease in malaria transmission in many places in Africa [20,21] has led to significant heterogeneity in transmission. The prevalence of malaria among patients with febrile illness has, therefore, become unpredictable and has triggered the switch of the WHO malaria case management policy from presumptive treatment, to treatment based on laboratory confirmation [8].

  • (ii)

    Urinary tract infection was an important cause of fever in young children (generally younger than two years old) that cannot be suspected on the basis of a history of urinary symptoms at that age (and therefore, it is included in the category of non-specific fevers). The prevalence among all children under five with febrile illness was 1–6%.

  • (iii)

    Enteric fever was a significant cause of fever in children older than two years old and in adults, accounting for 2–10% of all fevers, with Salmonella typhi being the most frequent pathogen identified, followed by Salmonella non-typhi.

  • (iv)

    Other bloodstream infections, mainly due to Streptococcus pneumoniae and Escherichia coli, accounted for about 2% of all fevers. Other systemic bacterial diseases, such as leptospirosis (0.2–13%), rickettsiosis (1–25%), Q fever (1–8%), and brucellosis (5%) were also important causes of fever, especially in adults who were more exposed to zoonoses and other environmental-related diseases than children.

  • (v)

    Dengue was also an important cause and seemed to emerge in several African countries. Its prevalence is extremely variable, not so much geographically but temporally (seasonal and year to year variation).

  • (vi)

    Cosmopolitan viruses, such as Human herpesvirus 6, parvovirus B19, Epstein-Barr virus, and Cytomegalovirus, which are transmitted mainly through close contact within family members, were mostly prevalent in children, accounting for 9% of all fevers and 22% of non-specific fevers in children [13], while adults were more susceptible to vector-borne diseases such as chikungunya or West Nile virus. Acute HIV was found in a few patients.

  • (vii)

    Co-infection with two or even more pathogens was frequent (in one study, 23% of pediatric patients had more than one disease simultaneously, Fig. 2 ), especially when an outbreak overlapped with an endemic situation, as it happened in a fever study in Tanzania in 2013. Suddenly, in January 2014, a significant outbreak of dengue started, and at the peak of the epidemic, almost 80% of patients presenting with fever were infected with dengue virus of serotype 2 [6]. Because of the absence of diagnostic tools outside the study sites, most of these patients were considered as malaria cases and treated with antimalarial medicines or, in case that malaria tests where available, they were considered as possibly infected by bacteria and treated with antibiotics.

  • (viii)

    Regarding HIV, chronic HIV is an important co-morbidity, especially for adults (40% were positive in two Tanzanian studies, while HIV prevalence in the corresponding community was 5 to 10%), and should, thus, be systematically screened for, which is unfortunately not the case presently in Africa.

Fig. 2.

Fig. 2

Overlap among diseases of viral, bacterial, and parasitic origin identified in outpatient children with febrile illness in east and central Tanzania. Source: figure provided by V. D'Acremont, adapted from [13].

2.3. Clinical diagnosis and decision making for febrile illness

Whatever the etiology, the first step in assessing febrile patients is to triage them as having a severe rather than a mild illness [22]. Objective point-of-care (POC) biosensors (such as oximeters), in addition to the subjective assessment of clinical danger signs (such as lethargy or severe dehydration), are helpful to correctly triage patients and should be integrated in the evaluation process [23]. When patients present with a mild disease, ambulatory management with appropriate home-based treatment is sufficient [24,25]. The main challenge is then to identify the few patients who will benefit from antimicrobial treatment among all those with self-limited infection. Presumptive treatment with antimicrobials should be avoided as most of these infections are of viral origin (Fig. 2), especially in children (except for malaria that can be ruled out by a rapid diagnostic test). Follow-up of patients to detect persistent or new symptoms and signs will then allow for the detection of rare clinical failures. At the primary care level, the decision to administer an antimicrobial should be based on an initial classification of the condition in the four categories mentioned in Section 2.2, combined with an accurate test specific for each syndrome that can distinguish between bacterial and viral etiology. As the existing host biomarkers lack accuracy (for example, C-reactive protein to identify the few bacterial pneumonia cases among the many viral respiratory infections), they should be combined with clinical predictors (e.g. fast breathing [26]) to improve the overall specificity [23].

Patients with a rather severe febrile illness (most of them satisfy the criteria for sepsis) should be admitted and assessed for the different etiologies of fever, irrespective of the syndrome they present with. In sepsis, the symptoms and signs are indeed often unspecific to allow for initial classification into the four syndromes mentioned in Section 2.2 and all possibilities should be considered [15]. Under these conditions, accurate laboratory diagnosis is important, and the infections listed in Section 2.2 (taking into account specific exposures mentioned by the patients and the local epidemiology) should be tested for, whenever possible. The results of the laboratory tests should then still be interpreted in the clinical context, i.e. the pre-test probability of the disease and the likelihood ratios of clinical predictors. Indeed, for laboratory tests that have imperfect accuracy, these elements should be considered to calculate the post-test probability and be able to safely include or exclude certain diseases [27]. If this probability is above the “treatment threshold” (above which one treats the patients instead of continuing investigating them using tests), the appropriate antimicrobial should be administered [28]. If the probability is below the diagnostic threshold, no specific treatment is required, besides adjunctive treatment (e.g. intravenous rehydration in patients with severe diarrhea) and treatment for chronic conditions. If the probability falls between these two thresholds, further testing (when available) may be required and a second-line test should then be used. In practice, antimicrobials are often administered presumptively while waiting for the test results (except for malaria that can be excluded in <15 min based on the results of a rapid test). In summary, evidence-based integrated management of fever is a complex process, both at hospital and primary care levels, that would clearly benefit from electronic clinical decision algorithms (eCDA) based on mobile technology [23,29,30] to guide clinicians through the necessary steps, reach an accurate evaluation of the disease probability, and decide on the most appropriate treatment and management. Electronic clinical decision algorithms are e-Health tools pertaining to the broader category of “computerized decision support systems” (CDSS). Contrary to differential diagnosis generators (DDx) that provide a long list of possible diagnoses and have shown poor accuracy [31], eCDA provide structured decision pathways that align with the clinician's workflow and guide the clinician throughout the consultation, including on final treatments and advice (Section 6).

2.4. Target groups and end-user requirements

The diagnostic tools target in- and outpatients that visit urban and rural hospitals, peripheral health facilities and laboratories, and community level health posts. In particular, the following broad categories of target groups are identified:

  • (i)

    Patients living in resource-limited countries are clearly in need of new diagnostic tests for infectious diseases. These patients are very diverse in their immune status, the chronic conditions they may suffer from, and their ability and willingness to pay for a diagnostic test.

  • (ii)

    People traveling from endemic to non-endemic areas. Although it is difficult to determine the number of returning travelers and migrants to Northern countries that are infected with an endemic disease, because of variation in reporting methods for different pathogens, an estimated 20,000–30,000 cases of travelers with malaria are, for example, reported in Europe each year [32]. The number of people crossing borders between the Southern countries is much higher and represents also an important target group. They can be tested at airports, harbors, cross-border controls, immigration control checkpoints, where reliability and short time-to-result tests are required.

  • (iii)

    Pre- and post-vaccination, elimination, and screening programs run by local governments, international organizations, and pharmaceutical industries. Disease prevention and elimination programs should be supported by comprehensive evidence to demonstrate the underlying prevalence of the pathogen in question and the efficacy of the strategy proposed. Using a multiplexing-capable diagnostic platform allows for effective modeling of the: (a) true prevalence and variation of multiple species, enabling the monitoring of impact of the intervention on disease dynamics; (b) local and regional differences in pathogen distribution.

  • (iv)

    Epidemics surveillance, particularly of interest in: (a) sentinel sites, where the diagnostic tools can be installed at strategic geographic locations, in order to cover several regional, cultural, environmental, and epidemiological settings; (b) Ministries of Health and regional alarm centers that should regularly receive reports from the sentinel sites for assessment of the frequency of patients and the diversity of diseases.

The diagnostic systems should operate independently of patients' age, although there are some inherent difficulties to acquire proper quality sample matrix from an infant (e.g. sputum for alleged respiratory infection). Furthermore, for some tests, such as blood culture or Polymerase Chain Reaction (PCR) for bloodstream bacterial infections, the same diagnostic tool may have different performance in different age groups, due to different pathogen load [33]. Not all diagnostic tools are, thus, suitable for all cases. In addition, the training level of the users, the facilities available at each level of care, and the target patient population are parameters that developers of novel diagnostic tools must take into consideration.

There is an extensive debate regarding whether diagnostic tests with short time-to-result, but applicable only in laboratories, are true POC technologies or if the term “POC” should be used for tests that can be performed “under the tree”. Considering that diagnosis should be closely associated with treatment and that, at the peripheral level, there is often shortage of health staff and medicines, the “point-of-care” becomes by default the “point” where “proper care” can be provided, and this may well be a clinic, a peripheral lab, or a hospital, depending on how well-equipped these settings are, especially in terms of human resources [34].

The diversity of available diagnostic systems, but more importantly of target groups and local requirements, has posed the need to define generic requirements. To this scope, the “ASSURED” criteria were developed [35] to summarize the characteristics of the ideal diagnostic test for the developing world, which should be Affordable by the target groups; Sensitive and Specific; User-friendly by limited trained personnel; Rapid and Robust; Equipment-free; and Delivered to those in need. These criteria were initially developed for sexually transmitted infections but are generic for developing countries-targeted diagnostics. However, it has been evident that the users' requirements call for elaboration (or “fine-tuning”) of these criteria. For example, the “equipment-free” criterion may be risky, because saving the test results in the device decreases the risk of mis-interpretation by inexperienced personnel. Therefore, there is an increasing trend to use mobile technology to read results provided by Lateral Flow Tests (LFTs). Moreover, there is need for guidance on how to select patients who should be tested, interpret test results in the clinical context, and triage patients who should be referred and admitted due to severe illness. In case of epidemics, where several patients arrive simultaneously at the checkpoint, the capacity of the tool to process several samples at the same time is an advantage. The ASSURED criteria, together with additional specific requirements, are summarized in Target Product Profiles (TPPs), which technology developers should meet during their development stages. Examples of TPPs exist for tuberculosis, Ebola, and differentiation between viral and bacterial infections, and are driven by the WHO, the Médecins Sans Frontières (MSF), the Foundation for Innovative New Diagnostics (FIND), and other organizations [36,37].

3. Reference technologies for the clinical management of acute febrile illness

3.1. Microscopy blood smear tests

Microscopy for screening of malaria parasites by examining a drop of blood smeared on a slide after proper staining remains a widely used diagnostic tool. Giemsa-stained thick and thin blood films are used to detect the presence of Plasmodium parasites, to quantify the parasite density, and to identify the species [38].

Considering the progress in light technology and the use of Light Emitting Diodes (LEDs), microscopy has become more easy to use. However, it still requires well-trained personnel and a degree of experience to prepare the samples and to interpret the results. Poor slide/blood film preparation may lead to artifacts which are mistaken for parasites, while in reality they are bacteria, fungi, dirt, or cell debris. As a consequence, poor specificity leads to poor diagnostic quality [39]. Two studies in Tanzania have shown that the low quality of malaria microscopy and the lack of trust by clinicians in microscopy outcomes resulted in higher mortality among patients with non-malaria febrile illnesses than patients with malaria [40,41].

An additional major disadvantage of this method is the fact that microscopy cannot identify sources of fever other than malaria (except for borreliosis, which is a relatively rare cause of acute fever). Thus, in the case of malaria-negative diagnosis, or in the case of co-infection of malaria with some viral/bacterial agent, the microscopy-only diagnosis is not sufficient for clinicians to decide on the suitable treatment.

3.2. Blood culture and culture of other specimens

For bloodstream bacterial infections, including typhoid fever, the main test used in equipped laboratories is conventional bacterial culture. For pneumonia, culture is also based on respiratory secretions, including sputum (but it is then impossible to distinguish between chronic carriage and infection), bronchoalveolar lavage, or pleural fluid. Detection of pneumococcal bacteremia can orient the diagnosis; however, this test results in low yields, due to the relative fragility of these bacteria. Indeed, the main general drawback of blood culture is the inability, except for a few cases, to diagnose localized infections such as pneumonia or urinary tract infection. For typhoid, in addition to blood culture, stool culture and/or bone marrow culture are used but are rarely available. Other limitations are that cultures take several days to provide results and that collection of high quality samples from pediatric patients is rather difficult and often leads to false results [42,43]. In adults, sensitivity of blood culture is limited by the low bacterial load. Specificity of blood culture is also hampered by contamination by cutaneous bacteria during blood withdrawal, because sample acquisition from two different sites to overcome this problem is rather challenging in practice, especially in children.

3.3. LFTs and other serological tests

Lateral Flow Tests [44] consist of a plastic device containing a composite assay strip flanked by a reagent/sample pad at one end and an absorption pad at the other. The strip contains two or more lines striped into the nitrocellulose membrane: one or more test line(s) consist of a disease-specific antigen or antibody and one line is used as a control. Thus, both antigen- or antibody-specific tests can be performed. The reagent pad holds the dried conjugate consisting of colloidal gold-labeled antibodies or antigens specific for each test. The reaction is performed by adding the sample (typically finger-prick whole blood, or urine) to the sample pad, followed by the addition of a few drops of buffer. The sample is mixed with the conjugate, forming antibody-gold complexes that flow through the nitrocellulose membrane. When specific antibodies/antigens are present in the sample, they bind the respective conjugate at the test zone, indicating a positive result through the captured red-colored gold nanoparticles carrying the antibody/antigen of interest (Fig. 3 ).

Fig. 3.

Fig. 3

Schematic of an LFT and its components. Image source: reprinted from [45], Copyright © 2009, with permission from the open access article distributed by the journal under the Creative Commons Attribution License.

Multiplexing is possible with the LFTs in two ways: either via multiple analytes on the same strip (one sample inlet for all), or via several strips on the same cassette (as many inlets as the number of strips). The former option is more challenging and less generic because it depends on the assays and the (compatibility of) reagents with all target proteins to be detected.

The results are read visually after 10–20 min, depending on the test. A valid test result is obtained if staining of the control line is observed. The equipment-free readout, however, is not sufficiently subjective, while it becomes even more complicated when (semi)quantitative readout is desired, e.g. to assess the intensity of the strip line. In addition to the mis-interpretation and ambiguity of the test results, there is also the risk of data loss, which is not the case when a readout equipment (with data storage and transmission capacity) is used. Especially in the case of multi-strip cassettes, the use of a readout unit may help to diminish the risk of confusion between results from different lines. Thus, a current trend in LFT diagnostics is towards an automated readout, such as the Deki-reader that has been well validated in the field for malaria testing [46]. Several technologies have been developed based on colorimetric (e.g. colloidal gold or colored latex) or fluorescence detection, by commercial suppliers: ESEQuant™ LFT strip reader by Qiagen Lake Constance (Germany); an imaging system by Axxin Inc. (Australia); the handheld image capture LFT reader by Detekt Biomedical, LCC (USA); the cPOC™ reader from LRE Medical (Germany); the handheld DCN Fluorescent Test Visualizer (USA) [47].

Although these systems are well suited for developed countries, they are often not affordable for LMICs. A more promising approach is the use of smartphones, which has several advantages over other systems to: (i) become increasingly accessible in Africa; (ii) be used as an image processing device with the built-in camera and suitable software; (iii) be able to support an application (APP) for processing the acquired data; and (iv) enable Global Positioning System (GPS) tracking of patients during an epidemic (following the appropriate ethics rules and after related permissions). Furthermore, data storage and transmission to external databases offers a high added value to LFTs. The camera can also typically scan 1- or 2-D barcodes on the LFT cassette in order to identify the type of test. To this direction, the non-profit global health organization “Global Solutions for Infectious Diseases (GSID)” [48] is developing a mobile tool to read, digitize, and transmit POC diagnostic results for important infectious diseases. In cooperation with the University of Washington (Seattle, USA) and Dimagi (Boston, USA), GSID developed an open-source software to capture the results of many different POC tests and report them immediately via wireless technology. A proof-of-concept study was conducted in Zimbabwe in 2014 [49]. Other examples of this approach are the mReader of mobile assay (USA), the AssayQuest™ from Clearbridge BioLoc (Singapore), and the SkanSmart and SkanEasy products from Skannex (Norway). Extensive work on this field has been performed regarding software development, for example by Novarum DX™ (UK), or the CommCare mobile platform by Dimagi (USA).

Due to the relatively low complexity in manufacturing LFTs, there are >100 manufacturers worldwide for clinical applications (which is why we are not able to provide a list of these manufacturers). The average price of an LFT is approximately US$1. Several studies assessed the performance of LFTs [[50], [51], [52], [53]] and in a non-exhaustive list of infections, LFTs currently exist for malaria, dengue, typhoid, HIV, hepatitis B virus (HBV), hepatitis C virus (HCV), and recently Ebola and Lassa [47].

However, the average quality of these tests is inversely proportional to the multitude of suppliers. It is often the case that their accuracy is inadequate [54]. The main drawback of LFTs that detect antibodies is that, at the acute phase, antibodies are often not yet present and the tests lack sensitivity. Also, the dynamics of IgM/IgG can be complex and hard to interpret, especially when re-infection is possible (e.g. dengue). Another problem is that antibodies – even IgM – persist for several weeks after acute infection, which decreases the specificity of the test (e.g. chikungunya). For this reason, the WHO has a standard operating procedure for pre-qualification, and publishes and regularly reviews recommendations for LFTs for particular diseases, especially malaria and HIV [54,55].

4. Nucleic acid amplification as emerging analytical technology

Nucleic acid amplification technologies (NAATs) are based on sequence-specific recognition and amplification of unique target regions in the genome of pathogens to be detected. Thus, NAATs are highly specific and sensitive, as single microorganisms can be detected. Compared to microscopy (the reference in malaria diagnosis), NAATs are much more sensitive, while in contrast to culture methods (the reference in bacterial disease diagnosis), NAAT process times can be reduced from days to hours. The following sections present the most frequently used NAATs.

4.1. Thermocycling versus isothermal amplification

Polymerase chain reaction (PCR) represents the most commonly used NAAT-based diagnostic technology [56]. In this reaction, a thermostable polymerase (Taq, from Thermus aquaticus) is employed. Two primers are used that flank the target region of the template DNA to be amplified. A three-step process is then repeated ~30–45 times: (i) a denaturation step at ~ 95 °C, where the double-stranded DNA (dsDNA) template is denatured resulting in two single-stranded DNA (ssDNA) molecules; (ii) a primer annealing step at ~68 °C, where the primers are hybridized to the ssDNA target region to be amplified; and (iii) an elongation step at ~72 °C, where the polymerase generates a copy (amplicon) of the target region starting from the primer in 3′- to 5′-end direction. In an ideal reaction, the targeted region of the template DNA is doubled after each cycle. The (endpoint) amplicons are detected via gel-electrophoresis (non-specific method) or by using different kinds of specific molecular probes that generate an amplicon-specific signal. Here, the signal also depends on the template concentration.

The need for cyclic heating and cooling to perform the previously described steps for PCR renders this method relatively time-consuming (several hours depending on the configuration and the thermocycler) and energy-consuming (a power supply is required). Recently advanced methods in DNA amplification use isothermal NAATs (iNAATs) [57,58], which overcome the need for thermal cycling. These methods are less energy consuming than PCR and can be potentially executed in battery or solar panel operated devices, which is an important advantage for their application at the point of care. Furthermore, as a consequence of continuous amplification rather than cycling, the reaction will often generate detectable products faster than PCR. A disadvantage of iNAATs is in general (not referring to specific methods) that quantitation is difficult as they do not follow a strictly controllable reaction scheme. In all methods mentioned above and in the next sections, RNA can also be amplified by the addition of a reverse transcriptase (RT), which transcribes RNA into complementary DNA (cDNA) for further amplification. In the following sections some of the main isothermal amplification technologies are briefly described.

4.1.1. NASBA

Nucleic acid sequence based amplification (NASBA) [59] is used to detect RNA and is performed at 41 °C. Due to the fact that it targets RNA, NASBA was first used for the rapid diagnosis and quantification of HIV-1 [60]. NASBA reaction is facilitated by three enzymes (avian myeloblastosis virus reverse transcriptase, RNase H, and T7 RNA polymerase) leading to the amplification product. In brief, during the amplification process, cDNA is initially produced from RNA templates through primer (primer 1) annealing to the template RNA and reverse transcription forming a cDNA from the latter. During cDNA production, RNase H hydrolyzes the RNA template. The resulting cDNA with the promoter sequence is annealed to a second primer (primer 2) and double-stranded DNA (dsDNA) is produced with reverse transcription. Following this step, T7 RNA polymerase transcribes an RNA molecule from the previously generated dsDNA. The above procedure is cyclic and in each round the number of produced RNA is increased. A unique advantage of this method is that it can selectively amplify RNA in the presence of high DNA background, while the process can also start with a DNA template. In this case, the RNase H step in the non-cyclic phase is not necessary. With NASBA, amplification of a nucleic acid sequence to >109 copies can be accomplished in ~90 min.

4.1.2. LAMP

Loop-mediated isothermal amplification (LAMP) was developed by Eiken Chemical [61] and is based on a bst polymerase with strand displacement activity. Thermal denaturation of dsDNA is not required, as the polymerase itself can denature dsDNA prior to elongation. Due to the reaction temperatures employed (60–65 °C), dsDNA is in a meta-stable condition and the structure may hybridize/dehybridize spontaneously. This enables primers to bind to the template DNA in melted regions. Six primers are used resulting in high specificity. The forward (F3) and backward (B3) primers, together with the forward inner primer (FIP) and backward inner primer (BIP), generate an artificial starting structure with single-stranded loop regions in each end. Based on this “dumb-bell” structure, a cauliflower-like structure is generated with the FIP and BIP primers binding at the loop region. Loop primers (LF, LB) may help to decrease the reaction time [62]. This process results in very fast generation of dsDNA products that can be detected either with intercalating dyes or with specific probes [63] in potentially <10 min. In short, LAMP is advantageous due to: (i) high specificity, through the use of a minimum of four primers that define six binding sites on the target; (ii) sensitivity equal to, or higher than PCR; (iii) robustness against inhibiting compounds.

4.1.3. RPA

Recombinase polymerase amplification (RPA) [64] is typically performed at 37–42 °C. Recombinase/primer filaments scan the template DNA for homologous sequences. If a match is found, recombinase mediates the hybridization of the primer to the complementary sequence. The denatured part of the template DNA is stabilized by single-strand binding (SSB) proteins and the polymerase can extend the primer complementary to the template sequence. Due to the low reaction temperature, the reaction may start at will, with the addition of Mg2+. This may be necessary, especially in applications where ambient temperature is the same as the reaction temperature. A recent international quality assessment of molecular detection of Rift Valley fever virus via RPA performed equally well as the best RT-PCR tests [65].

4.1.4. HDA

Helicase-dependent amplification (HDA) is typically performed at 63 °C. Two primers are used to initiate DNA replication by a polymerase. In a first step, the dsDNA unwinding activity of a helicase is exploited to achieve denaturation [66]. Subsequently, the primers anneal to the single-stranded DNA and then are extended by the DNA polymerase. Each DNA duplex is doubled in one cycle. The produced dsDNA molecules are separated by helicase and the chain reaction is repeated. Similar to RPA, single-strand binding proteins are used to stabilize the denatured ssDNA templates. The simplicity of the method, the uncomplicated cycle reaction, and its high speed (especially for circular HDA (cHDA), speed can reach 100 bp/s) are the major advantages of HDA [67]. HDA has been demonstrated to be efficient with several different types of sample matrices, including urine, stool, blood, and plasma [57].

Further promising DNA isothermal amplification techniques, such as strand displacement amplification (SDA) [68], Nicking Enzyme Amplification Reaction (NEAR) [69], Strand Invasion Based Amplification (SIBA) [70], or Rolling Circle Amplification (RCA) [71] are available and advantageous in various applications.

4.2. Challenges in NAATs

Despite the advantages of NAATs regarding sensitivity, a drawback is the relatively high cost of the reagents, compared to the cost of LFTs. The main cost driver in NAATs is typically the amplification enzyme (the polymerase). Cost further increases when viral RNA should be amplified and a reverse transcriptase should be incorporated in the reaction mix. In the case of some iNAATs, the assay design can be very complicated; for example, primer design in LAMP or the simultaneous use of three enzymes, as required in NASBA. Costs increase further, when enzymes are not pre-stored in liquid, but in dry format (e.g. lyophilized). Such approaches may be required to help enzyme stability at the challenging environmental conditions of tropical regions. However, enzyme activity loss may be observed in lyophilized compared to liquid reagents. Further problems may arise as NAATs inherently measure both living and dead pathogens (as both can provide template DNA). This may lead to false positive diagnosis, for example during monitoring the progress of a patient over a treatment period. From the infrastructure point of view, specialized laboratory facilities are needed. In this case, well-trained personnel must also be employed to achieve proper assay set-up. In case of multiplexed assays, the risk of human error (e.g. pipetting error) increases, even with experienced personnel. To reach satisfying sensitivity, it is generally still necessary to purify nucleic acids from raw sample materials, such as blood, sputum, or urine. Such purification processes may represent >50% of the manual workload. The labor costs for manual workflows add substantially to the overall costs.

5. Point-of-Care and near-patient NAAT platforms: performance and technology

This section summarizes POC and near-patient platforms for nucleic acid extraction and amplification, representing a big category of emerging and promising technologies that address the end-users' needs expressed in 2.3, 2.4, and overcome some challenges outlined in Section 4.2 related to lack of automation. In this context, NAATs mentioned in Section 4 should be integrated into automated systems in order to overcome the need for specialized personnel as well as laboratory infrastructure. This includes reagent pre-storage in the system for full hands-off operation. The automated platforms must withstand the challenging environmental conditions (temperature, humidity) of the tropical regions.

There are dozens of technologies for diagnostics, in various stages of development, used in various settings and detecting various targets. The list is long, and it would be impossible to include all in the present review, which does not aim to provide a list of all existing technologies, but to present those that apply in the context defined in the previous sections. Within this framework, we applied a specific methodology and followed certain (inclusion/exclusion) criteria to select which technologies to present. In particular, we included those that: (i) focus on febrile illness and other syndromic infectious diseases with the potential to be expanded to febrile illness (thus, we excluded technologies for blood chemistry/clinical chemistry analyzers); (ii) include at least nucleic acid amplification testing, which can also be combined with immunoassays (thus, we excluded technologies for CD4 cell counting); (iii) are at least at late stage development, pre-commercial, or commercial stage (thus, we excluded academic, research, or laboratory-level solutions).

The description of each platform is divided in two sections: the performance as well as the technology and operating principle behind the platform. The former refers to issues such as portability, modularity, time-to-result, etc. The latter describes the core technical component(s) and main innovative features, e.g. the detection technology, the fluidics handling, and the manufacturing technology. In short: (i) In terms of detection technology, most platforms use optical methods (fluorescence in real-time signal monitoring or imaging mode; or light scattering as in Verigene®), thus, it appears that progress on the label-free technologies is still required to reach commercial level. Exceptions are the Q-POC™ that uses silicon nanowires for detection and EasyNAT™ that uses an integrated LFT. (ii) Regarding fluidics, it is noteworthy that not all described technologies implement microfluidics but also “macro”fluidics. In particular, Enigma® ML and cobas® Liat use cartridges that incorporate macrofluidic handling (e.g. syringes, plunges). Fluid handling is mostly pressure-driven, although centrifugal microfluidics are increasingly used (e.g. LabDisk, GenePOC™, Liaison® MDX). (iii) Manufacturing-wise, the majority of the cartridges are plastic disposables, with some exceptions that are based on CMOS (Complementary Metal-Oxide-Semiconductor) technologies such as the VerePLEX™ chip and the Q-POC™ silicon nanowire array. (iv) In terms of amplification, all platforms allow for both DNA and RNA analysis. Most of them use RT-PCR although isothermal amplification is also increasingly used (e.g. in Alere™ i, EasyNAT™, LabDisk). Notably, the assembly “assay-cartridge-instrument” is common in all cases, constituting a platform-based approach.

Regarding performance, some of the platforms aim at single or few pathogens (e.g. GeneXpert®, Alere™ i, EasyNAT™, cobas® Liat, Q-POC™, GenePOC™, Liaison® MDX), while others follow a syndromic approach, offering panels of several pathogens being simultaneously tested (e.g. FilmArray®, VerePLEX™ Biosystem, Verigene®, DiagCORE®, LabDisk). Furthermore, it is important to emphasize that many of the technologies have a sample-to-answer time >1 h (except Alere™ i, cobas® Liat, and Q-POC™), while the cost is in the range of tens of US$ for the cartridge and several thousands of US$ for the instrument. Therefore, NAATs seem to be outcompeted by LFTs. However, the added value that multiplex NAAT platforms offer in comparison to the LFTs should be taken into account. Moreover, the cost should be considered in a broad perspective, taking into account “hidden” materials and labor costs when comparing with the standards of care.

A comprehensive overview of the technologies and some of their technical features are shown in Table 2 . Performance features (e.g. time-to-result, portability) are mentioned in the platform description but not in the table, as the latter intends to focus mostly on technical aspects. Furthermore, the information provided regarding the performance characteristics is based on the most up-to-date search on publicly available resources. The authors cannot exclude the possibility that these data may be updated in the future by the developers/manufacturers during the progress of the platform, or that manufacturers terminate or delay the development/manufacturing/market entry due to corporate or financial reasons. Furthermore, Table 3 summarizes some “customer” related information such as prices of instrument and test, pathogens/syndromes detected, and regulatory status. This information is provided for those platforms that public information is available, and it may vary between the European and US market.

Table 2.

Overview of the described point-of-care and near-patient NAATs from the technology perspective.

Platform name
(Manufacturer)
Amplification technology Lysis methoda Detection technology
(No. of fluorescence wavelengths)
Cartridge
- Complexity
- Shape
- Integrated reagents
Fluidic handling Chip/cartridge material
(Fabrication method)
Thermocycling technology
GeneXpert®
(Cepheid)
RT-PCR Ultrasonic Real-time fluorescence
(up to 6)
- High
- Palm-fitting container
- Yes
Pressure-driven
(by cylindrical rotary valve and plunger rod)
Polypropylene
(injection molding)
Heating/cooling plates around PCR tube (I-CORE technology)

FilmArray®
(bioMérieux)
Nested multiplex
RT-PCR
Mechanical Melting curve analysis
in microfluidic well array
(single)
- High
- Rectangular pouch
- Yes
Pressure-driven
(by pneumatic pressure from a bladder assembly)
Fitment: polypropylene (injection molding).
Main body: polyester/polypropylene foil
(heat welding)
2 Peltier elements for 1st and 2nd stage PCR

Alere™ i
(Alere Inc.)
Isothermal (NEAR[69]) Chemical Real-time fluorescence
(up to 2)
- Low (assembly of 3 parts)
- Palm-fitting containers
- Yes
Pressure-driven microfluidics Plastic disposable
cartridge
(N/A)
Not needed for isothermal

Alere™ q
(Alere Inc.)
RT-PCR Chemical Competitive Reporter Monitored Amplification: fluorescence imaging of array spots
(single)
- Moderate
- Cassette
- Yes
Pressure-driven
(built-in microfluidic valves)
Plastic disposable
cartridge
(N/A)
Contact heating (two Peltier elements)

Enigma® ML – MiniLab
(former Enigma Diagnosticsb)
RT-PCR Thermal &
chemical
Hybridization probes and FRET
(up to 6)
- High
- Plate with tubes
- Yes
Pressure-driven macrofluidics
(by robotically-actuated syringes)
Plastic
(injection molding)
Electrically Conducting Polymer material of the tubes

cobas® Liat
(Roche Diagnostics)
RT-PCR Chemical Real-time fluorescence
(up to 6)
- Moderate
- Tube
- Yes
Peristaltic actuation macrofluidics
(by plunges, clamps, and actuators)
Polyolefin tubules
(N/A)
Movement of liquid between
two temperature zones

VerePLEX™ Biosystem
(Veredus Laboratories)
RT-PCR Ex situ Fluorescence-based microarray detection of chip-hybridized amplification products
(single)
- Moderate
- Microscope slide
- Not all reagents
Pressure-driven microfluidics Silicon
(semiconductor-based MEMS technologies)
Chip-integrated aluminum resistors controlled via on-chip PCB

Q-POC™
(QuantuMDx)
RT-PCR Chemical Label-free: resistance
changes in SiNW upon amplicon hybridization/sequencing
- Moderate
- Card
- Yes
Pressure-driven microfluidics Silicon nanowires
(CMOS-compatible top-down approach)
Heating zones in the cartridge

EasyNAT™
(Ustar Biotechnologies Ltd.)
Isothermal (CPA [134]) Ex situ Visual readout in device-integrated lateral flow strip - Low
- Palm-fitting wide LFT casing
- No
Pressure-driven microfluidics Plastic disposable cartridge
(N/A)
Not needed for isothermal

Verigene®
(Luminex Corp.)
RT-PCR Chemical (on extraction tray) Light scattering from silver/AuNPs, detected via imaging - Moderate (assembly of 4 parts)
- Plate and cassette
- Yes
Pressure-driven microfluidics
(by in-system servo actuator, positive displacement pump and pneumatic valves)
Disposable plastic with glass slide under test cartridge
(N/A)
Heating/cooling block creating corresponding zones

DiagCORE®
(STAT-Dx, acquired by Qiagen)
RT-PCR Mechanical Real-time fluorescence
(up to 6)
- Moderate
- Cassette
- Yes
Pressure-driven microfluidics
(by a piston-shaped transfer module)
Plastic disposable cartridge
(multicomponent molding and micro-molding)
Contact heating (Peltier-thermoelectric heating/cooling)

LabDisk
(Hahn-Schickard & IMTEK)
RT-PCR/Isothermal
(RT-LAMP, RT-RPA)
Chemical Real-time fluorescence
(up to 4)
- Low
- Disk
- Yes
Centrifugal microfluidics COP, COC, PC
(microthermoforming of polymer foils;
injection molding)
Air based heating (contact
heating under development)

GenePOC™
(GenePOC Inc.)
RT-PCR Mechanical Real-time fluorescence
(up to 4)
- Low
- Disk segment
- Yes
Centrifugal microfluidics Plastic disposable cartridge
(N/A)
Air based heating

Liaison® MDXc
(DiaSorin Inc.)
RT-PCR No need; direct amplification is performed Real-time fluorescence
(up to 4)
- Low
- Disk (with 8 individually running sectors)
- Yes
Centrifugal microfluidics Polypropylene
(N/A)
Contact heating (illumination of disk as heat source)

Diagnostics in a suitcase
(Consortium [186])
Isothermal
(RT-RPA)
Chemical
(manual)
Real-time fluorescence in a tube scanner
(up to 2)
- Low
- Suitcase
- Yes (macro-components included)
No fluidics Outer: aluminum box.
Inner: foam coverage, PVC layer at the bottom to hold the components
Not needed for isothermal
a

Lysis only is mentioned as it is one of the most challenging steps, especially for gram-positive bacteria.

b

Since mid-2017 in process of selling their IP (see Section 5.1.1.4).

c

The information in this line refers only to the Direct Amplification Disk.

Table 3.

Overview of the described point-of-care and near-patient NAATs from the customer perspective.

Platform name
(Manufacturer)
Single pathogens vs syndromic (panel) approach Detected diseases/pathogensa Priceb of cartridge Priceb of instrument Portabilityc Power requirements Status of regulatory approval
GeneXpert®
(Cepheid)
Single pathogens
Tuberculosis;
C. difficile;
Norovirus;
S. aureus and MRSA;
Group A Streptococcus;
Influenza A/B, RSV;
Enteroviral meningitis;
C. trachomatis and
N. gonorrhea;
Ebola
US$40-60d
GeneXpert IV:
US$17,000
Benchtop (modular)
Mains electricity
FDA/CE-IVD
Omni*: <US$3,000
Omni*: Portable
Omni*:
Battery
Omni*:
not yet
FilmArray®
(bioMérieux)
Syndromic approach Respiratory panel;
Gastrointestinal panel;
Blood Culture Identification panel;
Meningitis & Encephalitis panel;
BioThreat panel (incl. Ebola)
US$130 US$40,000 Benchtop Mains electricity FDA/CE-IVD

Alere™ i
(Alere Inc.)
Single pathogens Influenza A/B;
Group A Streptococcus
US$70–85 US$8,500 Portable Battery FDA/CE-IVD

Alere™ q
(Alere Inc.)
Single pathogens HIV-1/2 (Early Infant Diagnosis) US$15–25 US$25,000 Portable Mains electricity or battery (Alere™ PowerDrum) CE-IVD

Enigma® ML – MiniLab
(former Enigma Diagnosticse)
Single pathogens Influenza A/B, RSV €60 N/A Benchtop (modular) Mains electricity CE-IVD

cobas® Liat
(Roche Diagnostics)
Single pathogens Influenza A/B, RSV;
Group A Streptococcus;
C. difficile
€55 €25,000 Portable Mains electricity or battery FDA/CE-IVD

VerePLEX™ Biosystem
(Veredus Laboratories)
Single pathogens & syndromic approach Tuberculosis;
Influenza panel;
Tropical infections;
BioThreat panel;
Foodborne diseases;
Veterinary panel;
MERS-CoV (Middle East Respiratory Syndrome Coronavirus)
Estimated:
US$100
N/A Benchtop Mains electricity CE-IVD

Q-POC™
(QuantuMDx)
Single pathogens Tuberculosis;
Sexually transmitted infections (C. trachomatis, N. gonorrhea, Human Papilloma Virus);
Malaria
Estimated:
US$5–10
Estimated:
US$1500
Handheld Battery Late development stage

EasyNAT™
(Ustar Biotechnologies Ltd.)
Single pathogens Tuberculosis;
C. trachomatis, H. pylori
US$6–8 (excluding extraction reagents) No instrument Handheld No need for power supply CFDAf;
CE-IVD

Verigene®
(Luminex Corp.)
Syndromic approach Gram-positive/Gram-negative blood culture tests;
Enteric pathogens;
Respiratory pathogens
US$40 US$20,000 Benchtop (modular) Mains electricity FDA

DiagCORE®
(STAT-Dx, acquired by Qiagen)
Syndromic approach Respiratory panel N/A N/A Benchtop (modular) Mains electricity CE-IVD

LabDisk
(Hahn-Schickard & IMTEK)
Syndromic approach Sepsis;
Sexually transmitted infections;
Respiratory tract infections;
Tropical infections
N/A N/A Portable Mains electricity; potentially battery/solar panel driven Late development stage

GenePOC™
(GenePOC Inc.)
Single pathogens Group B Streptococcus;
C. difficile
Estimated: €30 Estimated:
€15,000-20,000
Benchtop Mains electricity FDA/CE-IVD

Liaison® MDXg
(DiaSorin Inc.)
Single pathogens C. difficile;
Influenza A/B, RSV;
Group A Streptococcus;
Herpes Simplex Virus 1&2
€30 €40,000 Benchtop Mains electricity FDA/CE-IVD

Diagnostics in a suitcase
(Consortium [186])
Syndromic approach Tropical infections No cartridge.
Estimated (for the suitcase and content): €5,000
Portable Solar panel/power pack N/A
a

The list of pathogens does not imply that a single cartridge integrates all. Depending on the platform, a cartridge may integrate one or more pathogens' detection.

b

Prices are taken from public information. In some cases a range is given, when different sources mention slightly different prices. Differences may occur in the course of time. Deviations may also be due to currency exchange rates between US$ and EUR (that is why rounded prices are given in most of the cases).

c

“Modular” means that a controller may be able to handle more than one processing devices.

d

Subsidized for LMICs at a price slightly <US$10.

e

Since mid-2017 in process of selling their IP (see Section 5.1.1.4).

f

Chinese FDA.

g

The information in this line refers only to the Direct Amplification Disk.

5.1. Microfluidic-based systems

5.1.1. Systems based on pressure-driven microfluidics

5.1.1.1. GeneXpert®

Platform description and performance

The GeneXpert® system (Fig. 4(a)) from Cepheid [72] is a widely used system in developing countries implementing molecular diagnostics to identify tuberculosis (TB) [[73], [74], [75]]. Despite the complexity of its cartridge (assembly of more than five parts), the system was adopted by resource-limited countries due to the endorsement of the Xpert® MTB/RIF test for TB by the WHO in 2010 and the financial support by the Global Fund for AIDS, malaria, and tuberculosis. The system contains several additional versions to detect drug-resistant TB, HIV, MRSA, Chlamydia trachomatis, Neisseria gonorrhea [76], while it included Ebola testing during the 2014 outbreak. The time-to-result is estimated to be 60 min. The system of the Xpert® series is developed in single-cartridge or multi-cartridge configurations for the end-users to decide which option is more suitable to their needs: low/medium throughput (1-, 2-, 4-, 16-cartridge system) for the point-of-care, or high throughput (80-cartridge station) for centralized laboratories. The most portable system of the Xpert® series aims to truly decentralize TB diagnosis. The GeneXpert® Omni* (Fig. 4(b)) is a single-cartridge version, battery operated and wirelessly connected to the cloud (operable also via smartphone), which allows highly decentralized utility and real-time data transmission. The price of a test is US$40–60 in the US market, however there are special arrangements with NGOs that subsidize this test for TB in developing countries, thus eventually costing slightly below US$10 (excluding shipping and distribution; this is the sales price ex works). The GeneXpert® IV device cost is approximately US$17,000, while the GeneXpert® Omni* costs less than US$3,000.

Fig. 4.

Fig. 4

(a) A 4-module GeneXpert® (W × H × D: 27.9 × 30.5 × 29.7 cm; weight: 11.8 kg) with its cartridge. (b) A GeneXpert® Omni* (W × H × D: 7.6 × 23.1 × 10.6 cm; weight: 1 kg). Image sources: (a) used from [77]; (b) used from [78].

Technology and operating principle

The GeneXpert® is a sample-to-answer system, where sample preparation and extraction of nucleic acids take place in the cartridge in an automated way as the necessary reagents are pre-stored. Only a few minutes of hands-on steps are required for liquefaction of crude samples such as sputum.

Regarding fluidics, the cartridge contains a total of 11 chambers and reservoirs (Fig. 5(a)). At its core, there is a cylindrical rotary valve, which is handled by a plunger rod that moves vertically, as soon as the cartridge is inserted in the processing device. The interface between the valve and the plunger activates the liquids (sample and pre-stored liquid reagents) movement between chambers, by positive or negative pressure through small openings at the base of the reservoirs. An important component of the cartridge is an integrated filter, which is located at the base of the valve body and captures the microorganisms. Subsequently, a sonic horn approaches the filter area and mediates the mechanical lysis of the microorganisms and the release of nucleic acids. The latter are pumped through a chamber where beads with freeze-dried amplification reagents are stored. These are rehydrated upon sufficient filling of the corresponding chamber (the filling level acts also as internal fluidic quality control). The entire mixture is then directed to the PCR reaction tube, located at the back of the cartridge [79].

Fig. 5.

Fig. 5

(a) Schematic of a GeneXpert® cartridge and its components. (b) Schematic of an I-CORE module that enables rapid PCR and detection of up to four target DNA sequences in <30 min. (c) The PCR reaction tube incorporated in the I-CORE. Image sources: (a) reprinted from [81], Copyright © 2011, with permission from Elsevier; (b,c) used from [82].

Regarding detection, the PCR tube is surrounded by heating/cooling plates that enable fast thermal response, and by optical blocks that enable amplification and real-time fluorescence-based PCR product detection. In contrast to traditional thermal cycling systems, in which all samples are subjected to the same time/temperature/optical protocol, each sample in a GeneXpert® system can be subjected to a different protocol. One more innovative feature of the processing module is the intelligent cooling/heating optical reaction (I-CORE) module [80], a sophisticated, solid-state, miniaturized microelectronic and micro-optical system capable of performing PCR reactions with multichannel fluorescence detection in <30 min. Each I-CORE includes a four-channel optics system capable of exciting and detecting multiple fluorescent dyes in the same reaction tube, thereby being able to accurately measure four DNA targets simultaneously.

5.1.1.2. Filmarray®

Platform description and performance

The Filmarray® (Fig. 6 ) from bioMérieux [83] is a benchtop diagnostic instrument that has three FDA-cleared panels: the Respiratory Panel [84], the Blood Culture Identification Panel [85], and the Gastrointestinal Panel [86,87]. FilmArray® responded to the 2014 Ebola outbreak and received Emergency Use Authorization (EUA) from the US FDA, based on the FilmArray® BioThreat Panel that specifically detects Ebola Zaire. A field study was conducted in Sierra Leone in patients and healthcare workers [88]. Only a few minutes hands-on preparation time is required before the cartridge is inserted in the processing device, including the loading of the pouch into the loading block, the insertion of the hydration solution into the pouch, and the loading of the sample. The simplicity of use, the lack of refrigeration storage requirements, and the multiplexing capacity are positive features for use by limited-trained personnel. Up to 27 different targets can be analyzed per test, yet the throughput is still low, as only one patient can be screened per test run [89]. In addition, the manufacturer's list price for the reader (~US$40,000) and reagents (~US$130/cartridge) may not be affordable in resource-limited settings.

Fig. 6.

Fig. 6

(a) The FilmArray® system (W × H × D: 25.4 × 16.5 × 39.3 cm; weight: 9.1 kg). (b) The Filmarray® cartridge. A: Fitment with freeze-dried reagents. B: Plungers to deliver reagents to blisters. C: Sample lysis and bead collection. D: Washing chamber. E: Magnetic bead collection blister. F: Elution chamber. G: Multiplex 1st stage PCR blister. H: Dilution blister prior to 2nd stage PCR. I: Nested PCR array (102 wells). Image sources: (a,b) reprinted from [84], Copyright © 2011, with permission from the open access article distributed by the journal under the Creative Commons Attribution License.

Technology and operating principle

The FilmArray® is a sample-to-answer system, whose core technology is based on the freeze-dried vacuum reagent pouch, and on the nested multiplexed PCR that allows for the detection of multiple organisms.

The microfluidic pouch (Fig. 6(b)) consists of two areas, namely the fitment, where the reagents are pre-loaded and freeze-dried, and the main body. These two are bonded via heat welding. The fitment is fabricated with injection molding of polypropylene. The main body is fabricated with two sheets of a polyester/polypropylene film that contain a copolymer adhesive layer. These layers are welded together using heated plates. The fitment contains 12 reservoirs (A in Fig. 6(b)) that contain the biochemical reagents. During the entire manufacturing process, vacuum is maintained in each well through a set of plunges (B). It is very important to maintain the vacuum in the fitment and the blisters because: (i) it helps to maintain the freeze-dried nature of the components and, thus, their long-term storage; (ii) it allows for the injection of the sample and the hydration solutions in the pouch in the correct volume; (iii) it minimizes the formation of bubbles in the microfluidic system.

The sample matrix is a naso-pharyngeal swab for the respiratory panel (different matrices are used for other panels). A total of 300 μL liquefied sample (100 μL sample and 200 μL lysis buffer) are used for the test. The user injects the hydration buffer (used for rehydrating the freeze-dried pre-stored reagents) and the sample in two differently designated inlets. The vacuum in the pouch automatically draws the correct volume, thus eliminating the need for precise measuring and pipetting by the user.

Liquid handling is applied through pneumatic pressure and “bladder” assembly. This contains a bladder plate on which several inflatable bladders are located, each corresponding to one chamber of the pouch. The assembly is subjected to different gas pressures and as it (and the bladders) is externally in contact with the pouch chambers, any change in the volume of the bladders causes liquid to move between the chambers of the pouch. The bladders are pressed through pneumatically-driven pistons (Fig. 2, Fig. 3 in [90]).

The sample moves to the lysis chamber where the FilmArray® performs mechanical lysis (bead beating) using ceramic (zirconium silicate) beads. The procedure follows the “Boom chemistry” [91]. The released nucleic acids are bound on silica-coated magnetic beads, which are transported from the lysis chamber into the purification chamber, using a magnet integrated in the device. In this chamber, any remaining cellular or viral debris are removed through washing. An elution step releases the nucleic acids from the magnetic beads.

The 1st stage PCR follows (15–20 cycles, including a reverse transcription step to convert RNA into cDNA), where dozens of primer pairs of all target molecules are mixed for multiplex PCR. A dilution step follows with the addition of a mixture of a fresh mastermix containing an intercalating fluorescent DNA dye. Subsequently, the mixture is aliquoted in a high-density array of 102 microfluidic wells where the 2nd stage (nested) PCR [92] takes place. The 2-step PCR is used to eliminate limitations associated with single-step multiplex PCR. At the end of the 2nd stage PCR, the temperature is slowly increased and the fluorescence in each well is measured to create a melting curve, the shape and position of which can be used for differentiation of amplification products with differences of <2 °C in melting temperature [93]. For the two stages of PCR, the instrument has two Peltier elements. A blue LED is used to illuminate the array at the 2nd stage PCR and the fluorescence emitted by the dyes is imaged by a CCD camera.

5.1.1.3. Alere™ i and Alere™ q

Platform description and performance of the Alere™ i

Alere Inc. markets the molecular diagnostics point-of-care system Alere™ i (Fig. 7(a), [94]) for the detection of Influenza A and B [95], human respiratory syncytial virus (RSV), as well as Group A Streptococcus (CLIA-waived, different cartridges for virus and bacterium detection). Recent studies have shown that the Alere™ i system exhibited at least equal or superior sensitivity over conventional rapid tests [96,97]. The rapid isothermal amplification technology implemented by Alere™ i (NEAR, [69]) enables the sample-to-answer analysis within 15 min. The instrument itself is portable and stand-alone (no need for a laptop), has a user-friendly interface, data storage capacity, and interface ability. The test price, as of 2014, is approximately US$70–85 while the device costs approximately US$8,500.

Fig. 7.

Fig. 7

(a) The Alere™ i system (W × H × D: 20.7 cm × 14.5 cm × 19.4 cm; weight: 3.0 kg) and (b) set of cartridges. Image sources: (a,b) reprinted from [96], Copyright © 2015, with permission from the American Society for Microbiology.

Technology and operating principle of the Alere™ i

The sample matrix is a naso-pharyngeal swab eluted in transport medium. The analysis procedure is from sample to answer with pre-stored reagents. The single use disposable test cartridge consists of three parts (Fig. 7). The test base is inserted into the first available device slot. The test base has two reaction tubes, each of which contains a lyophilized pellet with a pair of templates (similar to primers) for the specific amplification of the target nucleic acid, and a fluorescently-labeled molecular beacon designed to specifically identify the amplified targets. The sample receiver is inserted in the second available device slot. This cartridge contains the elution buffer to elute the pathogens from the swab (10 s stirring of the swab in the cartridge). The transfer cartridge is pressed against the sample receiver to collect the necessary amount of material and then transferred and locked over the test base in order to initiate amplification. The amplified products are detected via dual-channel fluorescence, deriving from the fluorescent probes. In-depth technical design or information regarding the cartridge are not publicly available in detail for this system.

Platform description and performance of the Alere™ q

Another system from the same manufacturer is the Alere™ q HIV-1/2 Detect (Fig. 8 , [98]). It is a fully automated platform for HIV-1 and HIV-2 detection within 50 min based on real-time PCR with multiplexing capability [99,100]. It is suitable for point-of-care use due to its portable nature, battery operation, no laptop requirement, easy to use touch screen, while the cartridge can be stored at room temperature without need for cold chain. The Alere™ q platform has been launched in multiple developing countries, initially for qualitative HIV, and allows for finger-prick detection of HIV virus in whole blood collected directly into the cartridge (25 μL are sufficient) that is then inserted into an instrument for automated processing, extraction, amplification, and detection.

Fig. 8.

Fig. 8

(a,b) The Alere™ q system (W × H × D: 20.0 × 22.0 × 31.0 cm; weight: 7.8 kg) and cartridge. (c) An example of the detection output of the Alere™ q HIV-1/2 Detect system. Image sources: (a) used from [102]; (b) used from the Alere™ q HIV-1/2 Detect cartridge guide [103]; (c) reprinted from [101], Copyright © 2012, with permission from the open access article distributed by the journal under the Creative Commons Attribution License.

Technology and operating principle of the Alere™ q

Alere™ q HIV-1/2 Detect is a sample-to-answer system. Lysis is based on chaotropic salts acting upon the sample and releasing the nucleic acids. Biotinylated oligonucleotides that are specific to HIV-1 and HIV-2 genome hybridize with the post-lysis released viral RNA, and are subsequently bound on streptavidin-sepharose particles. After washing, reverse transcription and PCR follow.

Detection of the PCR product is the core technological innovation of the system. It is based on Competitive Reporter Monitored Amplification (CMA) technology utilizing an array of immobilized oligonucleotide probes and complementary fluorescently labeled reporter oligonucleotides in solution [101]. These reporters compete with the amplicons for hybridization on the surface probes. As in the beginning there are only few amplicons, labeled reporters hybridize with the surface-probes, thus, the initial signal is high. As the PCR reaction progresses, the labeled reporters preferably bind to the amplicons, therefore, less reporters are bound on the microarray. Consequently, the progress of PCR is monitored via the decrease of fluorescence from the microarray spots until a plateau in the amplification reaction is reached. Fluorescence imaging follows the progress of the reaction, as one image is collected during each annealing cycle.

Regarding fluidics (Fig. 8(b)), the sample is inserted in a capillary (position 1), the inlet being specially designed to receive finger/heel prick. A control window (5) helps the user to assess the filling level. The cap (6) ensures hermetic sealing and minimizes the risk of sample spilling or aerosols exiting the cartridge, thereby avoiding any contamination risk. Dry reagents are pre-stored in internal compartments, along with a buffer reservoir (4). A fluidic network of valves in the cartridge regulates the liquid/air movement. A septum, which is pricked by a needle connected to the pneumatic module of the cartridge, is used to apply air pressure and move the liquids into the different compartments. The compartment (3) is the reaction chamber where PCR takes place and the microarray is located.

5.1.1.4. Enigma® ML

Platform description and performance

The Enigma® ML (MiniLab™) (Fig. 9 ) is a point-of-care platform commercialized by Enigma® Diagnostics, which, since mid-2017, is in the process of selling their intellectual property underlying its point-of-care molecular diagnostics platform [104] (nevertheless the platform is described here as one of the most representative ones). Although the main application of the system has been on respiratory tract infections [105], its functional and performance characteristics would enable potential use in febrile illness diagnosis. Indicatively, the pipeline of infectious diseases includes influenza A and B, as well as RSV. The Enigma® ML requires no laptop due to its internal controller and user-friendly touch screen. The instrument is available in a modular configuration, i.e. in a single-module up to a six-module option (for one to six cartridges, respectively). Each module can operate independently via the central controller, therefore, different assays (requiring different protocols) from the same or different specimens can be performed at the same time. The overall analysis time for each module is 95 min. The analytical and diagnostic verification process of the FluAB-RSV assay on the Enigma® ML that led to the subsequent CE marking was completed in July 2013, at Guy's and St. Thomas' NHS Foundation Trust, London, UK [105].

Fig. 9.

Fig. 9

Single-module configuration of the Enigma® ML system (W × H × D for a single module: 31.5 × 35.5 × 43.0 cm; weight: 19.4 kg) indicating how the cartridge is inserted. Image source: reprinted from [106], Copyright © 2016, with permission from the American Society for Microbiology.

Technology and operating principle

The molecular analysis is based on real-time PCR. All required reagents are pre-stored in the cartridge allowing for fully automated analysis with a very short hands-on time of 2 min, while there is no need for cold chain as the reagents can be stored at ambient temperature.

The biochemical analysis is initiated with a combination of thermal and chemical lysis to release nucleic acids, which are then captured by magnetic beads. Magnetic beads are robotically transferred in situ to two washing buffers for purification and removal of any inhibitory agents. The last step before amplification is the elution of the nucleic acids from the beads, followed by mixing with the amplification reagents (freeze-dried). Each test contains bacteriophage MS2 as an internal process control.

The cartridge consists of three main blocks (Fig. 10 ): (i) the sample inlet block, where the swab is introduced in the collection tube that is then clamped onto the cartridge; (ii) the block with the pre-stored (liquid) reagents (indicated with yellow in Fig. 10); and (iii) the block with specific tools (movable components such as pipettors, magnetic wand, and foil cutter). The core of the cartridge operation is based on robotic actuation of fluids between the vessels in order to facilitate the biochemical reactions, handling of beads, etc. In particular, a robotic arm picks any movable items and inserts them in the corresponding liquid tubes [107].

Fig. 10.

Fig. 10

The Enigma® ML cartridge schematic (left) and real image (right). Image source: reprinted from [105] Copyright © 2015, by permission of the publisher Taylor & Francis Ltd., http://www.tandfonline.com.

A highly innovative feature of the system is the PCR reaction vessel [108]. It consists of an electrically conducting polymer (ECP), which acts as a resistive heating element. At the same time it is arranged in such a way that the electrically conducting profile differs in different areas of the vessel (along its axis), thereby controlling thermal gradients that are necessary for thermocycling. The different electrical conducting profile is regulated during the manufacturing of the vessel by varying its radial thickness (key parameter), thus varying unevenly its resistance profile. The vessel consists of a combination of a highly conductive material (aluminum) and an ECP, the two being separated by an insulating layer. The aforementioned induced temperature gradients also assist in convection-based liquid mixing in the reaction vessel. The ECP fabrication technology is typically injection molding.

Detection is achieved via hybridization probes and Fluorescent Resonant Energy Transfer (FRET) [109]. Taking advantage of this effect, the Enigma® ML system uses two probes to hybridize with the amplified DNA/RNA product, acting as energy donors and acceptors. When amplification occurs, the two probes hybridize and are located in close proximity, thus, the energy of the donor (induced by the excitation source) is transferred to the acceptor, which, in turn, emits this energy as fluorescence. The latter is then monitored in real time during the amplification process, as the amount of the acceptor fluorescence is proportional to the amount of the generated PCR product.

5.1.1.5. cobas® Liat

Platform description and performance

Roche Diagnostics offers the cobas® Liat (lab-in-a-tube) system [110] as a compact solution for point-of-care molecular diagnostics (Fig. 11 ). The system is currently used for detecting: (i) influenza A and B and RSV viral RNA in naso-pharyngeal swab specimens from patients with signs and symptoms of respiratory infection in conjunction with clinical and epidemiological risk factors; (ii) Streptococcus pyogenes (Group A β-hemolytic Streptococcus, Strep A) in throat swab specimens from patients with signs and symptoms of pharyngitis. However, it is not a multiplexed system, as the aforementioned infections are detected in different cartridges. The instrument is compact and stand-alone (laptop-free) with small footprint operating in such way that minimizes possible interference by, and contamination of the user. With minimum training needed, the system can provide results in as fast as 20 min. The cost of the device and cartridge is approximately €25,000 and €55, respectively. Although the system has not yet been used for febrile illness diagnosis in developing countries, its performance features make it a good candidate.

Fig. 11.

Fig. 11

The cobas® Liat cartridge and analyzer (W × H × D: 11.4 × 19.0 × 24.1 cm; weight: 3.7 kg). Image source: used from [111].

Technology and operating principle

cobas® Liat is a sample-to-answer platform thanks to the full integration of all necessary reagents in its cartridge. The in situ sample preparation starts with mixing the sample (200 μL) with chaotropic agents inducing pathogen lysis, followed by the “bind-wash-elute” protocol (Boom-chemistry [91]), which involves binding of nucleic acids in silica-shelled magnetic beads, subsequent washes and a final elution step. Nucleic acids are then ready for real-time PCR with internal controls.

The core technology of the system is the cartridge, which consists of a rigid frame and a transparent flexible tubule. The latter consists of several pouch segments, which are separated via breakable seals and are flexible enough to be compressed. The system uses peristaltic fluidic actuation for liquid handling. After the cartridge is loaded, the analyzer, which contains clamps, plunges, and actuators, controls the selective release of reagents from tube segments, leading to mixing and propulsion of liquids by precisely applying pressure to the pouches. The pressure needed to compress the tubule to unload the pouch is approximately 1 atm. The analyzer also provides control of reaction conditions at different temperatures, and alternating movement of the reaction mix between two different temperature zones for rapid PCR (Fig. 12 ). The outcome of the reaction appears as a real-time fluorescence signal, detected by the six-channel photometer module in the analyzer [112].

Fig. 12.

Fig. 12

Scheme of cobas® Liat tube and sequential steps from sample inlet to PCR. Image source: reprinted from [113], Copyright © 2010, by permission of Oxford University Press.

From the fabrication perspective, the tubule is based on polyolefins and is fabricated via injection molding or blow molding. In order to serve specific processing needs, some tubules are surface-processed via plasma treatment or introduction of additives. The wall material is multi-layered, with the inner layer being biocompatible, while the outer is resistant to gas permeability. The flexible tubule is supported by a rigid frame, which is made of polypropylene with lower melting temperature than the tubule to ensure uniform melting during sealing. According to the relevant patent [112] (although the patent does not ensure that these exact methods are used in the final production) sealing between these components is achieved via welding of the flexible tubule on the outer frame using thermal and/or ultrasonic sources. An alternative approach is to seal the two components with a hot-melt adhesive joint with ethylene vinyl acetate, or with UV cure epoxy. The dimensions of the frame, surrounding the tubule cartridge, are 150 mm (height) × 25 mm (width).

5.1.1.6. VerePLEX™ Biosystem

Platform description and performance

The Agency for Science, Technology and Research (A*STAR), Singapore, STMicroelectronics, Italy, and Veredus Laboratories, Singapore [114] have partnered to develop a lab-on-a-chip for diagnosis of infectious diseases (Fig. 13 ). The system is already in the market and was used by the Brazilian authorities as the tool of choice during the 2014 world cup. A number of application-specific cartridges have been developed, some of which are: VereFlu™ (for respiratory infections); VereMTB™ (for tuberculosis); VereThreat™ (for biothreat agents such as Anthrax, Small Pox, Plague and Tularemia); VereVet™ (for multiple avian pathogens); VereMERS™ (for the Middle East Respiratory Syndrome Coronavirus). In 2013 the partnership announced the launch of VereTrop™ for multiple tropical diseases, providing the necessary multiplexity that febrile illness diagnosis requires. The cost per VereTrop™ test is approximately US$100. Sample preparation is performed ex situ, either via spin columns or an automated extraction kit, and the overall time-to-result (including extraction, amplification, optical readout) adds up to approximately 3.5 h. VereFlu™ [115] and VereTrop™ [116] assay chips and multi drug resistant tuberculosis [117] have been clinically validated.

Fig. 13.

Fig. 13

The VerePLEX™ Biosystem consists of two main parts: (i) the temperature control system, which can process up to 5 cartridges independently and simultaneously, and supports multiplex PCR (middle in the above figure – W × H × D: 50.0 × 14.5 × 30.0 cm; weight: 10.0 kg); and (ii) the optical reader, which detects the microarray on the chip within seconds based on CCD imaging technology (right in the above figure – W × H × D: 18.0 × 31.0 × 18.0 cm; weight: 3.6 kg). A laptop/PC is also necessary for control and software handling. Image source: used from [118].

Technology and operating principle

The core of the system is based on a lab-on-a-chip cartridge (the “In-Check” platform, Fig. 14 ) in the size of a standard microscope slide. It contains a silicon chip covered with a glass coverslip and bonded to a plastic support. An on-chip printed circuit board (PCB) provides the necessary electric contacts as an interface to the processing instrument (e.g. for temperature control). The silicon chip has distinct processing areas (Fig. 14): (i) The sample inlet microfluidic ports with buried microchannels to facilitate easy chip filling and fluid displacement. (ii) The PCR area (12 × 8.5 mm2), which contains four PCR chambers, with 1 μL liquid volume capacity, each. Four pairs of independently controlled aluminum resistors are used to heat the silicon substrates and fluidic reactors, thus providing the thermocycling environment. The temperature is regulated by the Temperature Control System (TCS) in the chip processing device. (iii) The outlet holes, which provide microfluidic contact to (iv) the post-PCR hybridization and detection area, which consists of a 3.5 × 9 mm2 microarray with 126 spots, where oligonucleotide probes are spotted using a piezo-array system [119].

Fig. 14.

Fig. 14

(a) The VereChip™ cartridge. (b) The silicon chip, which is the core of the system, with its different functional zones. (c) Some key components of the chip: (i) buried-channels in the sample inlet, (ii) microfluidic inlet/outlets, (iii) serpentine-shaped temperature sensor, (iv) metal heating electrodes or pads. (d) Cross-sectional view of the lab-on-a-chip device. Image sources: (a) used from [122]; (b,c,d) reprinted from [120] with permission from SPIE and the authors.

Fabrication is performed with a semiconductor-based MEMS process technology, named SIMICH at 8″ wafer diameter, which allows for the fabrication of micro-mechanical, sensor, and microfluidic components. More details on the process steps are available in [120]. Fig. 14 shows some key microfabricated components of the chip and a cross-sectional view of the entire lab-on-a-chip device. Post-fabrication processing includes surface chemical treatment in order to immobilize DNA probes in the microarray area, and to achieve biocompatibility of the PCR area for DNA amplification [121]. Post-amplification detection is performed in a separate, dedicated instrument, through fluorescent microarray detection of chip-hybridized amplification products using an image acquisition camera.

5.1.1.7. Q-POC™

Platform description and performance

QuantuMDx [123] is a UK-based nanomedtech company that develops and commercializes affordable handheld sample-to-result diagnostic and DNA sequencing technologies using nanowire biosensors and innovative microfluidic technologies. Their collaboration with the Institute of Microelectronics (IME) of the Agency for Science, Technology and Research (A*STAR), Singapore, is strategic for the fabrication of the key microelectronic components. The Q-POC™ platform (Fig. 15 ) of QuantuMDx is a handheld, battery-powered molecular diagnostic device that promises a sample-to-answer DNA-based result in as few as 15 min. It contains integrated reagents with current stability targets of up to 40 °C for up to 18 months. The system can test one patient per run and is a pioneering approach to the handheld sequencing market. In 2014, QuantuMDx partnered with FIND in order to develop a solution for the combined detection of TB and drug susceptibility determination for the causative agent of TB. The Q-POC™ system seems to be especially promising for antimicrobial resistance profiling given that many different genes can be screened through a nanowire array. There are several other assays in the pipeline, for diagnosis of e.g. HIV, sexually transmitted infections, neglected diseases, as well as for tumor profiling [124].

Fig. 15.

Fig. 15

The Q-POC™ system (handheld, smartphone-sized). Image source: used from [125].

Technology and operating principle

The core of Q-POC™ lies in its biosensor chip, which is equipped with a silicon nanowire (SiNW) array based field-effect biosensor. SiNWs have large surface-to-volume ratio, tunable electric properties, and exhibit high potential as biosensors, thus enabling next-generation point-of-care diagnostics. The binding events are detected in a label-free way through changes in the nanowires' resistance, effectively converting the genetic code into a binary code and providing the output in a digitized format. In particular, upon hybridization of the target DNA on the SiNW, the charge density (and subsequently the electric field) changes. This is reflected as a change in the resistance of the nanowire, which produces the biosensing signal (Fig. 16 ). The more negative charges present during hybridization, the higher the resistance of the n-type SiNW sensor. This principle was shown by Zhang et al., by varying the hybridization sites (thus varying the distance of the charge layer) but keeping the total number of charges unchanged [126].

Fig. 16.

Fig. 16

Operating principle of the SiNW label-free DNA sensor. Varying hybridization sites cause a variation of the field effect of the SiNW sensor. Reprinted with permission from [126]. Copyright © 2008 American Chemical Society.

Functionalization of SiNWs is performed with Peptide Nucleic Acid (PNA), instead of DNA oligonucleotides. The neutral nature of PNA minimizes the formation of dense charge layer near the nanowire surface, subsequently minimizing the signal to noise ratio. The n-type SiNWs feature typical dimensions of (W × H × L) 50 nm × 60 nm × 100 μm and are fabricated using standard CMOS-compatible top-down approaches, through the oxidation of polysilicon beams patterning using conventional photolithography on p-type test wafers (more details available in Gao et al. [127]). This method is compatible with mass-manufacturing, is reproducible and convenient, and allows for scaling the sensing area and multiplexing as required by the application. With a capacity of 1000 nanowires in each silicon biosensor chip, the multiplexing potential becomes huge [128]. The sample-to-answer operation is achieved by housing the biosensor chip in a microfluidic cartridge (Fig. 17 ).

Fig. 17.

Fig. 17

Schematic of the Q-POC™ microfluidic chip. (a) Sample inlet. (b) Lysis chamber for releasing the DNA from the cells (or, with the use of appropriate membrane, for withholding the cells if circulating DNA is required for analysis). (c) Nucleic acid purification, by keeping all lysate components on a membrane. (d) Nucleic acid amplification area (continuous flow PCR). (e) Post-amplification and pre-analysis processing (its necessity depends on the application). (f) Connecting fluidic channel. (g) Metal contacts, providing the interface with the handheld device. (h) Sensitive SiNW arrays. (i) Meander-shaped microfluidic channel filled with reagents that are released at will to area (g)/(h). In particular, reagents may include various nucleotide mixtures and wash solutions, all separated by air bubble(s), in order to flow sequentially and in a well-controlled way. When nucleotides flow sequentially over a nanowire-immobilized single stranded oligonucleotide, then according to the hybridization sequence, the local charge changes, causing a resistance change in the SiNW. Image source: used from [129].

5.1.1.8. EasyNAT™

Platform description and performance

Ustar Biotechnologies (Hangzhou) Ltd. [130] commercializes its proprietary isothermal amplification technology into an equipment-free diagnostic system, the EasyNAT™ (Fig. 18 ). Therefore, the system is especially attractive for resource-limited settings and is intended for batch testing in microscopy centers. However, the system lacks multiplexity (1 target/cartridge) and requires hands-on extraction steps (centrifuge, vortex, syringe). The extraction is performed ex situ using an equipment-free extraction kit. After boiling lysis, a syringe is used to extract and elute the DNA using appropriate buffers. Initial tests with EasyNAT™ kit have been performed in clinical studies in Tanzania [131] and China [132] for tuberculosis. The manufacturers note that the reagents require refrigeration (“storage in −20°C”).

Fig. 18.

Fig. 18

The EasyNAT™ cartridge from Ustar Biotechnologies (Hangzhou) Ltd. (handheld size). The integrated lateral flow test is visible. Image source: used from [133].

Technology and operating principle

The system is based on an isothermal amplification method, called Cross Priming Amplification (CPA), which uses multiple (5–8) cross-linked primers to amplify DNA or RNA at a constant temperature of 63 °C [134]. Due to its isothermal nature, amplification does not require any complex temperature control system: a water bath or a heating block are used in order to maintain constant temperature and incubate the CPA assays. Following the 60 min amplification step, the reaction tube is transferred to the cartridge, where a lateral flow immunochromatographic strip provides the visual readout after 15–30 min.

The patented Cross-Contamination-Proof (XCP) nucleic acid detection device (Fig. 19 ) offers the advantage of minimizing the risk of amplicon cross-contamination [135], through: (i) maintaining closed reaction tubes after amplification (thus avoiding release of amplicon aerosols); (ii) using an enclosed unit (the amplicon tube) to insert the reaction tube; (iii) placing the amplicon tube into an additional enclosed unit (the detection device). Running buffer and reaction tubes are inserted in the amplicon cartridge. The amplicon cartridge is subsequently inserted into the detection chamber. As the sealing of the detection chamber is closed, it activates a blade that punctures simultaneously the two tubes. The running buffer drives the amplicon to the adjacent lateral flow strip and amplification results are visually readable (Fig. 19(c)).

Fig. 19.

Fig. 19

(a) Side view of the cartridge, indicating the positioning of the reaction tube (red bottom) and surrounding fluidics. (b) The detection principle based on Cross Priming Amplification products detected on an LFT strip. (c) Step-by-step loading and usage of the cartridge. The running buffer and the reaction tubes are visible in Step 1. (d) Exploded view of the cartridge components. Image sources: (a,b) used from [130]. (c) reprinted from [136], Copyright © 2018 with permission from Elsevier. (d) reprinted from [137], by permission of Oxford University Press.

The detection principle in the lateral flow nucleic acid testing strip is based on a combination of the nucleic acid hybridization and immunoassay principles. A probe is used, which carries a colored particle, and can hybridize with the amplicon. The complex is then captured by the antibody on the nitrocellulose membrane of the test strip. In the absence of an amplification product, there is no interaction/hybridization with the probe, which then flows uncaptured through the membrane to the absorbent pad (Fig. 19(b)).

5.1.1.9. Verigene® RP Flex System

Platform description and performance

Luminex Corp. commercializes the Verigene® RP Flex System, (Fig. 20 ) (developed and previously commercialized by Nanosphere), which received an FDA approval in 2015 [138]. The target application is respiratory tract infections and the system covers a broad panel including 13 viruses and 3 bacteria [139]. Analysis is performed from naso-pharyngeal swabs. Verigene® also offers other panels such as gastrointestinal, while it also identifies eight gram-negative organisms and resistance markers from blood culture [140]. The full-automation mode of the system (pre-stored reagents) requires minimum hands-on time (<5 min), while the overall time-to-result is 2 h. The system is benchtop and consists of two components, the Reader (as a controller) and the Processor SP, performing the automated test processing steps. It is a modular system since one Reader, which acts as the user interface and central control unit, can handle several Processors SP.

Fig. 20.

Fig. 20

(a) The Verigene® RP Flex System with the Reader and two identical Processors SP controlled by the Reader (Dimensions W × H × D: Reader: 29.8 × 31.5 × 52.1 cm; weight: 11.3 kg. Processor SP: 19.4 × 47.5 × 58.2 cm; weight: 17.2 kg). (b) The test cartridge reagent pack. (c) The glass support of the test cartridge, which carries the microarray, is inserted in the Reader of (a) for detection. Image sources: (a) used from [138]; (b,c) reprinted from [141], Copyright © 2009, with permission from Elsevier.

Technology and operating principle

Each Verigene® test uses four single-use consumables: an extraction tray, a tip holder assembly, an amplification tray, and a test cartridge. These are all loaded in the Processor SP for all automated processing steps, specimen extraction, target amplification, and hybridization. Fluidic handling is performed via an in-system servo actuator and positive displacement pump, e.g. syringe pump, in combination with pneumatic valves. A comprehensive sequence of steps is provided in one of the company's patents [142] and the system's technical bulletin [138]. After sample processing in the extraction and amplification trays, nucleic acids are transported to the test cartridge. At the end of the procedure, the substrate (which supports a glass slide with the microarray for capturing the target nucleic acids) must be removed from the cartridge and placed in the Reader (readout takes a few seconds). All necessary reagents are contained in the cartridge. The amplification technology is based on multiplex RT-PCR between heating and cooling zones followed by hybridization to target specific capture oligonucleotides in a microarray format.

End-point detection is achieved with gold nanoparticles (AuNPs), which constitute the core technology of the system (proprietary NanoGrid Technology, Fig. 21 ). With dimensions of 13–15 nm, the advantage of AuNPs over conventional fluorophores is the increased sensitivity by several orders of magnitude (e.g. the light scattered from one nanoparticle is equivalent to the light emitted from 500,000 fluorophores [143]). After amplification is completed, the workflow for detection is as follows: inside the test cartridge, the amplified targets are hybridized to capture oligonucleotides that are pre-immobilized on the glass slide microarray. After removal of the unbound DNA, the hybridization products are labelled with AuNPs. Subsequently, intermediate oligonucleotides are flushed into the chamber and bind specifically to the immobilized complex, leaving a poly-A tail sticking out and being available for subsequent attachment of poly-T-bound AuNPs, which act as probes. After removal of unbound AuNPs, captured AuNPs are covered by silver NPs (during the analysis procedure) to enhance the scattered light. Thus, the overall size of the NPs becomes larger and the subsequent optical signal is enhanced. Illumination begins with an LED (λmax 630 nm) shining through the edge of the glass slide (acting as a waveguide to the LED illumination). The evanescent wave that is generated through the glass slide and towards the NP coated surface causes light scattering from the illuminated Au/silverNPs towards the camera, which captures images of the array multiple times and at various exposure times [144]. Notably, the AuNP-based detection technology may be adapted for protein analysis as well.

Fig. 21.

Fig. 21

(a) Process steps for probe hybridization. (b) Example array and detection workflow using the AuNPs and NanoGrid technology. Image sources: (a) reprinted with Copyright © Zhao et al. [144]; licensee BioMed Central Ltd. 2010, with permission from the open access article distributed by the journal under the Creative Commons Attribution License; (b) reprinted from [145], Copyright © 2010, with permission from the American Society for Microbiology.

5.1.1.10. DiagCORE®

Platform description and performance

The Spanish molecular diagnostics company STAT-Dx [146], acquired by Qiagen in January 2018, has been developing the DiagCORE® (Fig. 22 ) platform operating as a near-patient testing solution for low test volumes or as a platform to cover mid-throughput requirements. The company announced in early 2018 the approval of CE-IVD clearance for the system and the respiratory panel. STAT-Dx expects full commercial launch of the DiagCORE® in the 2nd quarter of 2018. The respiratory panel consists of 21 most common bacterial and viral pathogens causing acute respiratory tract infections. The sample matrix is naso-pharyngeal swab. Future panels in the pipeline of STAT-Dx include clinical microbiology and infectious disease applications (e.g. gastrointestinal, again with a multiplex panel of bacteria and viruses). The system is modular, with one operational unit and up to four analytical units (e.g. for central laboratories), while a single unit is intended for intensive care units, pediatrics, etc. The sample-to-answer time is about 1 h.

Fig. 22.

Fig. 22

The DiagCORE® system (total, including the analytical and one operational module: W × H × D: 23.4 × 32.6 × 51.7 cm; weight: 21.0 kg) and cartridge from STAT-Dx. Image sources: (a,b) used from [146].

Technology and operating principle

The cartridges of DiagCORE® are pre-filled with dry and liquid reagents with a shelf-life stability of 12 months at room temperature. The cartridges can be inoculated either using swab directly (with the appropriate cartridge housing for sample elution [147]), or using liquid samples of volumes from 100 μL to 1.5 mL. Automated cell lysis is used for releasing nucleic acids from pathogens. Nucleic acid purification follows using high quality extraction columns. The sample is then subjected to rapid thermocycling for amplification; eight real-time PCR reaction chambers with six-plex capability allow for the simultaneous detection of a total of 48 targets.

Regarding fluidics, the cartridge includes a transfer module that moves laterally along a guide that is located within the cartridge in order to align various fluid ports and to control the movement of fluids through the cartridge channels and chambers [148]. Fig. 23(a) shows a typical cartridge from the back side, where the areas designated with the numbers #110, #114, and #116 represent the testing unit, the dilution/dosing unit, and the fluid guiding unit between various chambers, respectively.

Fig. 23.

Fig. 23

Indicative designs of some main fluidic areas of the DiagCORE® cartridge (a) and a close-up of the test fluidic unit (b). Image sources: (a,b) used from [149].

The testing unit is shown in more detail in Fig. 23(b). The fluidic testing arrangement is aligned with the gravity field in order to avoid formation of bubbles in the various chambers. The inlet port of the structure is indicated as #204, while the top chamber (#216) is unvented and acts as an air reservoir for the air trapped within the microchannels. By avoiding venting, the elimination of aerosol leakage out of the cartridge is achieved. Channel openings (#206a, #206b) are used as fluidic controls, where optic sensing defines whether there is liquid or not. A mixing chamber is included (#208). Its large cross-section causes turbulent liquid flow, which enhances mixing (passive mixing). The chamber #210 is the actual reaction chamber (with a volume of up to 50 μL) serving also for detection. Chamber #212 contains dry stored reagents. By applying variable pressure in the inlet port #204, the liquid may be pushed to chamber #212, rehydrate the reagents, which are then pulled back to chamber #210 in order to participate in the reaction. The structure indicated in Fig. 23(b) may be repeated several times, with a common inlet port and different stored reagents, in order to serve in geometrically multiplexed reactions.

5.1.2. Systems based on centrifugal microfluidics

The concept of centrifugal microfluidics (in contrast to pressure-driven microfluidics that all the aforementioned platforms use) has evolved to a mature and powerful technology for automation of diagnostic workflows in the fields of clinical chemistry, immunodiagnostics, nucleic acid analysis and others. This microfluidic approach benefits in particular from the straightforward mechanism for liquid actuation based on centrifugal forces that are a result of simple rotation of the cartridge with defined spinning frequencies [150]. No external pressure sources or complicated (micro)pumping systems are required, which reduces the risk of cross-contamination (due to openings in the cartridge) and allows for the building of simple, portable processing devices with small footprint and weight. These facts qualify centrifugal microfluidics as a technology for automation of diagnostics at the point of care. A main advantage of centrifugal microfluidics is the employment of microfluidic modules (“unit operations”), each one serving a particular fluidic functionality for: liquid handling (e.g. metering and aliquoting [151,152], valving and switching [[153], [154], [155]], pumping [156,157] or mixing [158,159]); assay integration (reagent pre-storage and supply [160,161]); separation [162,163]; detection [162,164]; blood plasma separation; nucleic acid purification and amplification, or washing and blocking. A comprehensive overview on unit operations and process chains is provided by Strohmeier et al. [165]. Combination of these unit operations and process chains allows for the integration of complex laboratory processes into one system for fully automated sample-to-answer analysis.

Challenges are mainly in the field of cartridge-integrated sample preparation required for completely integrated sample-to-answer solutions [[165], [166], [167]]. Apart from the world-to-disk interface that defines how the sample can be added by the user to the cartridge, the preparation of complex samples such as sputum, a classical specimen in diagnostics e.g. for detection of tuberculosis [81], is an unsolved issue yet, as samples can be diverse in their physical constitution, and harsh chemicals or strong forces are required for pretreatment. Further challenges are the handling of increased sample volumes (>1 mL) of blood or urine that are required when the pathogen load is low or when the required clinical sensitivity for diagnosis is high. The maximum sample volume is typically limited by the available footprint of the disk and it has to be considered that e.g. for nucleic acid extraction by classical bind-wash-elute chemistries, equal volumes of lysis and binding buffer are required for sample treatment, hence posing further challenges to cartridge integrated reagent pre-storage.

From the research perspective, increased application of disk-based systems has been recently observed in resource-limited settings, especially in the field of immunodiagnostics. A disk-based test for detection of a four-parameter liver assay panel for defining liver function has been demonstrated to be completed within 20 min by Nwankire et al. [168] using a portable, battery powered processing device and including field testing in a laboratory in Nigeria. Furthermore, Hosseini et al. [169] have implemented a novel mixing method using microspheres on disk in order to detect dengue virus antigen NS1. The following sections provide a short overview of some centrifugal microfluidic platforms that are at late development or market stage. The inclusion criteria in this review were that the technologies focus on infectious diseases and have at least a few publications in the field.

5.1.2.1. LabDisk

Platform description and performance

One representative platform of centrifugal microfluidics at late stage development is the LabDisk (Fig. 24 ) from Hahn-Schickard [170] and IMTEK, University of Freiburg, Germany. The technology has been applied in a variety of applications ranging from clinical chemistry [164,171], to immunoassay [172] and nucleic acid analysis, indicating universal use. In the latter field, two significant advances in fully automated sample-to-answer (nucleic acid extraction and amplification) analysis were announced, particularly for neonatal sepsis, detecting S. warneri, H. influenza, E. coli, and S. agalactiae [173], as well as for H3N2 influenza virus [174]. The amplification was based on PCR and the time-to-result was 3–3.5 h. Yet, when the LabDisk was used to integrate RPA isothermal amplification for the detection of biological warfare pathogens (B. anthracis, F. tularensis, and Y. pestis) the total time-to-result was <45 min [175]. In addition, the processing device for isothermal amplification operates with a power consumption of <75 W, which facilitates its application in remote environments [176] and its potential use with battery or solar panels.

Fig. 24.

Fig. 24

(a) Image of the LabDisk and corresponding processing device (W × H × D: 17.5 × 30.0 × 28.0 cm; weight: 2.0 kg). (b) Schematic of a typical LabDisk design for sample-to-answer nucleic acid analysis. The figure indicates the pre-storage of all necessary reagents. Image sources: (a) Hahn-Schickard, Bernd Müller Fotografie; (b) Hahn-Schickard, F. Stumpf.

The application of the LabDisk at the point of care in resource-limited settings has been demonstrated with the detection of Yellow fever virus in laboratory and field settings in Senegal using RPA and 20 min amplification time [177]. Recently, a LabDisk was developed for the detection of malaria, dengue, chikungunya, pneumonia, and typhoid fever that used LAMP providing the necessary means for nucleic acid based multiplex amplification with a time-to-result between 70 and 120 min [178]. Currently, one disadvantage of LabDisk is that, while several parameters can be analyzed per disk, only one disk, corresponding to one patient, can be processed per test run.

Technology and operating principle

The concept behind the LabDisk is to translate laboratory processes and steps into microfluidic unit operations and interface them towards fully functional sample-to-answer solutions. Sample volumes can range from (sub)μL to several hundreds µL. One of the LabDisk innovations is the pre-storage of liquid reagents in stick-packs [160]. These pouches tightly seal the buffers and release them on demand upon centrifugation.

The manufacturing technology is microthermoforming of polymer foils [179], a technology that is routinely used in the macroscale for blister packages, but was adapted to the microscale for micro/nanostructures in the LabDisk (Fig. 25 ). Typical foil thicknesses are between 150 and 300 μm. A mold and a thin polymer foil placed above the mold are heated at a temperature near the glass transition temperature of the polymer foil. When the conditions are favorable, air is blown from the top so that the foil takes the shape of the mold. Main process parameters are the applied air pressure and the temperatures of mold and foil. Various materials can be used, with most preferable candidates being the Cyclic Olefin Polymer/Copolymer (COP, COC) and Polycarbonate (PC), depending on the application requirements. Sealing is performed either via a pressure sensitive adhesive foil (containing nanocapsules, which break and release adhesive upon application of pressure) or via thermal sealing using one more foil material (e.g. COC on COC). The elastomeric molds are suitable for prototyping, where fast iterations are required. However, each elastomeric mold may be worn out after repeated use for some tens of cartridges. Thus, for large manufacturing series it is more efficient to use a metal mold. It may be more challenging to deform the foil (and methods such as coating on metal are used), however it is economically more sustainable and the durability of one metal mold can be sufficient for tens of thousands of disks.

Fig. 25.

Fig. 25

Schematic process flow for the microthermoforming of polymer foils. (a) Fabrication of an elastomeric (PDMS) foil from a micromilled PMMA master. (b) Placement of the foil above the PDMS mold in a hot embossing machine; clamping of the foil in vacuum; air pressing against the heated foil and mold; the foil is shaped. (c) The foil is demolded after cooling, venting and opening of the process chamber. (d,e) Images of elastomeric and metal masters placed in respective holders prior to thermoforming. Image sources: (a–c): reproduced from [180] with permission of The Royal Society of Chemistry. (d,e): Hahn-Schickard, Germany.

5.1.2.2. GenePOC™

Platform description and performance

From the commercial point of view, the GenePOC™ system (Fig. 26 ) from GenePOC Inc. [181] is a simple and integrated portable instrument for the prevention and early detection of infectious diseases. The system received in 2017 FDA clearance for its Clostridium difficile assay and a CE mark for its Group B Streptococcus assay. In the future, GenePOC Inc. plans to develop cartridges for detection of respiratory, gastrointestinal, neonatal, and hospital-acquired infections, as well as sexually transmitted diseases. The system operates in a sample-to-answer mode, with minimum hands-on steps (a few minutes). The manufacturers declare a time-to-result of up to 1 h. Importantly, the system operates in a stand-alone mode, without the need for laptop, which is replaced with a touch screen instead. Its universal sample-to-cartridge interface (accepts liquefied matrix) allows compatibility with several types of swabs, urine, etc. [182].

Fig. 26.

Fig. 26

(a,b) The GenePOC™ system (W × H × D: 40.0 × 33.0 × 24.0 cm; weight: 10.0 kg) and (c) cartridge. Image sources: (a) used from [183]; (b) used from [181]; (c) reprinted from [182], Copyright © 2016, with permission from the open access article distributed by the journal under the Creative Commons Attribution License.

Technology and operating principle

The cartridge consists of only three pieces of plastic and has a wedge-shaped form (unlike an entire disk), which allows the device to process up to eight cartridges simultaneously, thus offering an increased throughput that is often necessary in cases of “extreme” POC testing [182]. The GenePOC™ disposable is composed of three distinct operational sectors: (i) World-to-chip interface: 100 to 200 μL of clinical sample conditioned in GenePOC™ sample buffer is inserted in the disposable with a transfer pipette. The developers mention that the use of blood is not feasible yet, as it would require off-chip microbial pre-concentration. Subsequently, the inlet chamber is sealed with a lid that prevents aerosols from leakage. A series of siphons and passive valves prime the liquid to the next chambers. (ii) Universal sample preparation, starting with pathogen mechanical lysis: a metallic disk is magnetically actuated in the chamber where glass beads are present leading to efficient lysis and release of nucleic acids. The lysate is centrifugally driven to a dilution chamber, where PCR inhibitors are inactivated by heating up to 95 °C and with proper ionic condition adjustment of the extracted material in order to optimize subsequent amplification. (iii) The amplification and detection sector, which is the only assay-specific area of the cartridge where RT-PCR is performed (reagents are dry-stored). This sector has three chambers available for amplification (thermocycling is achieved via air heating of the overall process chamber). The device includes four non-overlapping excitation and emission wavelengths for fluorescence detection of chemical dyes, therefore, up to 12 targets (4 in each chamber) can be detected simultaneously, and under rotation. Further details regarding cartridge material and fabrication methods are not available by the manufacturer.

5.1.2.3. Liaison® MDX

Platform description and performance

The Liaison® MDX (Fig. 27 , formerly 3M Cycler with Simplexa™ integrated assays) is a centrifugal-based automated platform commercialized by DiaSorin Inc. (formerly by Focus Diagnostics, which is currently owned by, and is part of DiaSorin Group [184]). The system has acquired FDA/CE-IVD approval and its target applications currently aim at respiratory tract infections for influenza A and B as well as RSV viruses, HSV 1 and 2, Group A Streptococcus, and C. difficile [185]. The system is classified as benchtop and is operated via a laptop. The cost per cartridge is approximately €30, while the instrument costs approximately €40,000.

Fig. 27.

Fig. 27

(a) Liaison® MDX thermocycler (W × H × D: 21.0 × 31.0 × 31.0 cm; weight: 8.0 kg); (b) the Direct Amplification Disk; and (c) the 96-well Universal Disk. Image sources: used from [184].

Technology and operating principle

The device is compatible with two types of disks, targeting different types of end-user specifications (both are made of polypropylene with a nucleic acid compatible adhesive): (i) the Direct Amplification Disk has eight individual slots/cartridges (all are connected into one disk, but one or more can be used simultaneously). The sample volume is 50 μL, which is mixed with buffer (50 μL) and the sample-to-answer time is 60 min based on high-speed thermocycling and rapid RT-PCR using high heating/cooling rates (>5 °C/s and >4 °C/s, respectively). Samples require no pre-processing (DNA/RNA extraction) and direct amplification is applicable. (ii) The Universal Disk is a 96-well single-use cartridge able to perform multiple assays per disk. The reaction volume is 10 μL. The device has four excitation and emission wavelengths for optical multiplexing in addition to the geometric (multi-chamber) multiplexing. When the Universal Disk is used, extraction should be performed ex situ and the eluate is inserted into the disk.

5.2. Lab in a suitcase

A rather different approach from the typical benchtop-based or fully-automated systems has been suggested by the “Diagnostics-in-a-Suitcase (DiaS)”, initially developed for the emerging avian influenza A (H7N9) virus [186]. In contrast to the aforementioned systems, where the core was a (micro)fluidic cartridge handled in a fully automated way, the DiaS system does not proclaim miniaturization or fully-integrated components and requires a few hands-on steps. Yet, it smartly includes all the necessary biochemical components (extraction and amplification reagents), tools (gloves, pipettes, tube tracks, pipette boxes, waste container), and equipment (a tube scanner, vortex, micro-centrifuge, even a mask in case of a highly infectious disease/epidemic), within a suitcase for a complete on-site analysis. It is an entire portable lab, which functions with solar panels or power packs (Fig. 28 ).

Fig. 28.

Fig. 28

Assembly of the Diagnostics-in-a-Suitcase (W × H × D: 56.0 × 26.5 × 45.5 cm; weight: 8.0 kg). A PVC layer is placed on top of the foam to fill the bottom of the suitcase. The equipment is fixed to the PVC layer using hot glue. The suitcase includes a tube scanner, the box for the disinfection wipes, the waste container, the vortex, the pipette tips, the minicentrifuge, and two boxes of refill pipette tips. Also, electricity wires are stowed underneath the foam layer. Image sources: reprinted from [186], Copyright © 2015, with permission from the open access article distributed by the journal under the Creative Commons Attribution License.

The workflow includes a typical sample preparation starting from the lysis of the pathogens, extraction of nucleic acids by binding to magnetic beads, two washing steps, and elution. This process requires 30 min. The subsequent amplification step is conducted via RT-RPA and the time-to-positive is 15 min. In total, nine pipetting steps are required, which can be reduced by replacing some liquid components with lyophilized reagents. During the 2014 Ebola outbreak, the system was applied in field trial in Guinea in collaboration with the Institut Pasteur in Dakar, the Public Health Institute of Guinea, the University of Stirling, the Robert Koch Institute, and TwistDx Ltd. [187]. This innovative approach tackled several problems including lack of (constant) electricity; lack of cold chain for material storage; risk and time loss from transferring infectious material from the field to central laboratories for analysis; and the need for fast time-to-result for healthcare providers who screened patients for Ebola virus. A natural drawback of the DiaS system is the lack of connectivity with all the accompanied consequences (manual registration of data, risk of loss, ambiguous storage of data, etc.). Furthermore, it requires a certain degree of user training for the handling of manual steps.

Along a similar concept, MSF is developing a small-scale, autonomous diagnostic bacteriology laboratory based on appropriate and feasible, existing or adapted techniques, at affordable cost, with high accessibility and ease of use, which may respond to clinical needs in resource-limited settings [188]. The feasibility of using robust blood culture bottles with visual readout, with a new type of media that bypasses the need for blood and, thus making it easy to use by non-experts, is being currently evaluated. A simple pathogen identification system, restricted to genus, as well as an antibiotic sensitivity testing system, restricted to the six antibiotics used frequently at the peripheral level, have also been developed. The target patient populations are children presenting with severe illness, those with risk factors for bloodstream infections, such as neonates, malnourished or HIV positive children, those who fail to respond to first-line antibiotic treatment, hospitalized war patients, and patients with trauma or prior surgery by providing organism-directed antibiotic therapy. With the developed autonomous diagnostic laboratory, it will be possible to acquire information regarding more general questions such as proportions and antibiotic resistance profiles of key bacterial pathogens, thereby providing evidence-based information for antibiotic policy (appropriate prescribing) and allowing for the improvement of epidemiological investigations as well as supporting healthcare infection control in emergencies and in neglected populations in resource-limited settings.

5.3. Clinical validation of novel diagnostic platforms in febrile patients

Novel diagnostic platforms, such as those mentioned in the previous sections, require validation in the target patient population, as well as in users. This should be a requirement for all new diagnostic tests, but it is even more important for point-of-care tests that are often used in non-selected patients (for example, any patient with fever attending any level of the health system) and by users with no technical background. Before large-scale implementation in resource-limited countries is decided, the test should also preferably be endorsed by WHO and by international donors and governments that provide funding. Unfortunately, many point-of-care tests have been launched in the market with only limited laboratory validation using convenient patient samples (for example that have a high pathogen load), or even cultured pathogens in relatively high concentration. Field evaluation of the performance of the test in real patients, who often harbor low pathogen loads, is indeed often undertaken only after registration of the product. This is due to the lack of national and international regulatory mechanisms applicable to diagnostic tests, which, in contrast, exist for medicines [189]. The net result is that health workers, especially those working in private clinics, and even patients going to pharmacies, have access to POC tests that have in fact very low sensitivity and/or specificity. For example, LFT for chikungunya is commercialized, although it has a sensitivity of maximum 50% in the field [[190], [191], [192]].

The gap between the performance measured in the laboratory and that in the field is due to several factors, depending on the type of pathogen and technology used. The sensitivity of NAATs to detect bacteria in the blood compared to blood cultures is often disappointing [33]. Even though NAATs are able to detect additional cases compared to blood-culture, they are not positive in all blood culture-positive patients [193] because bacterial load can be very low, especially in adult patients with robust immunity. This explains the failure of numerous molecular-based multiplex platforms licensed in Northern countries, aiming at diagnosing rapidly the cause of sepsis in admitted patients. These tests work well for blood cultured for a few days but not for native blood, which implies that the potential gain of time, essential in these patients, is lost [194]. Tests based on the detection of antibodies, even of IgM type, often lack sensitivity during the very first days of an acute febrile episode, but also specificity because of antibody persistence for several weeks.

These challenges show how important it is to undertake clinical trials in real conditions to assess first the real performance of the test in the field (accuracy against the best available standard), and then the impact of using such tests on the management of patients (efficacy, measured through the impact on the health outcome of patients, cure rate after a certain number of days, secondary hospitalizations, or deaths and sequelae), done by routine health staff in their real working environment (effectiveness, measured generally through the level of compliance to test results and guidelines, and the appropriateness of antimicrobial prescriptions) (Fig. 29 ). Outcomes measured in these trials should be related to the health outcome of patients and the public health benefits, and not only to the diagnosis based on laboratory reference standards (which for some diseases are anyway suboptimal or even non-existent).

Fig. 29.

Fig. 29

The whole diagnostic test development process, from innovation, to validation and application. This development process is in reality a reiterative process that is more circular than linear. Source: V. D'Acremont.

6. Evidence-based algorithms for improved management of patients with febrile illness and interface with computerized tools for disease surveillance

We have to treat the patient, not a test result”. To follow this adage, it is even more important nowadays that a continually increasing number of diagnostic tools is becoming available at the point of care. That should, however, not be interpreted as it has been for years with malaria microscopy, as an invitation to disregard test results and treat diseases presumptively based on clinical elements with low sensitivity and/or specificity [195]. This adage rather suggests that, because no diagnostic test is 100% perfect, their results do not provide a black-or-white answer, but rather an indication on the disease probability. This probability depends on two factors: (i) the prevalence of the disease in the corresponding patient population (pre-test probability), and (ii) the performance (positive and negative likelihood ratios) of the test used. When a disease is rare in the population (low pre-test probability) even if the test has a reasonable accuracy, the post-test probability after a positive result remains low. For example, if a typhoid rapid test with 80% sensitivity and 80% specificity (and thus, a likelihood ratio (LR) of 0.8/(1–0.8) = 4) is used in an area of Asia where prevalence of typhoid fever among patients with febrile illness is 20%, the post-test probability will be 50% (it can be calculated using Fagan's nomogram [196]), which suggests that it is reasonable to implement an antibiotic treatment to that patient. If the same test is used in an area of Africa where the prevalence is 2%, the post-test probability will only be 7.5%, which hardly justifies treating the patient for typhoid but rather to consider alternative diagnoses.

Based on these principles, decision charts can be built to precisely guide clinicians on how to use diagnostic tests and prescribe medicines in the most rational way. Paper versions of such guidelines have been developed by WHO and UNICEF, and details on their strengths and weaknesses can be found in the literature [24,25,197].

These guidelines, however, were deemed difficult to be adopted and properly implemented, due to several reasons including the long duration of the training required and the conflicting recommendations provided in different guidelines due to the time required for harmonization and then update of all paper material at large scale. Mobile electronic technologies are promising tools to overcome these challenges. An electronic algorithm is, indeed, able to guide clinicians through the specific branches that apply to their patients, to accelerate training by teaching health workers directly on the mobile support (and even integrating training modules into the device), and to help to disseminate quickly to all health workers updated versions of e-algorithms through 3G connection. Fig. 30 provides a schematic representation of an integrated tool that aims at managing children with febrile disease at primary care level in resource-limited countries (derived from the existing e-POCT tool [23]). The tool integrates a few key clinical data, biosensors measuring respiratory rate, oxygen saturation, cardiac rate, glycemia, and hemoglobinemia, as well as rapid diagnostic tests detecting malaria antigen (other pathogens can be added according to local endemicities) and host biomarkers (to differentiate bacterial from viral infections). It then provides guidance to health workers on when to refer a sick child, and whether to prescribe or not an antimicrobial (and other type of medicines), while it also calculates drug dosage based on weight or age.

Fig. 30.

Fig. 30

Electronic decision making algorithm supported by a tablet connected to sensors, a NAAT POC test, and LFTs (through an LFT automated reader). Source: Valérie D'Acremont and Kristina Keitel.

It is beyond the scope of this review to elaborate on the content and performance of existing e-algorithms and platforms for the integrated management of children with febrile disease, however, the reader can refer to a recent review published by Keitel et al. [30]. The consultation process data collected through the computerized decision-support tools used by clinicians and sent with 3G remote connection to a user-friendly data management system can be used for surveillance and outbreak detection.

To document the cause of patient's fever, and at the same time the cause of the potential epidemic, a decision-support system should integrate the results of a pathogen POC test, through a reader directly connected to the tablet supporting the clinical e-algorithm, and if possible also remotely to the central server. The source of information would be patients seen at routine health facilities tested by POC tools that have a direct impact on case management (e.g. malaria or typhoid), but also from a restricted number of sentinel sites where additional POC test, aimed at detecting pathogens of particular interest (that cause large epidemics, even if non-treatable such as dengue, or rare such as Ebola virus disease), would be used. The data accumulated on a daily or weekly basis (depending on the level of 3G connection availability) at the central level would allow health authorities to conduct real-time disease surveillance, through weekly/monthly reports, and would also enable immediate outbreak alarms when the pre-set incidence threshold for the surveyed disease has been reached. From the central server, automated feedback reports can also be created, sent to clinicians' tablets and discussed during supervision visits at the health facility. Training e-tools, aimed at improving management of patients in general or in the particular situation of an outbreak, could also be sent to the tablet to guide clinicians. Finally, a patient file supported by an electronic card owned by the patient, could be synchronized at each new consultation with the data collected by clinicians in the tablet (Fig. 31 ). Such a fully integrated system seems to be over-optimistic; however, each of its components has already proven to be feasible and the challenge now is to find appropriate and sustainable diagnostic and Information and Communication Technology (ICT) platforms that can be deployed at large scale and in the long term.

Fig. 31.

Fig. 31

Schematic representation of the potential integration of a mobile patient management system (eFever) and a centralized electronic disease surveillance system (eMergence). Source: Valérie D'Acremont.

7. Conclusions

To address the clinically complex differential diagnosis of an episode of fever, that is a frequent presenting syndrome, this review outlined some point-of-care and near-patient diagnostic technologies that can assist to this scope.

In the long, but non-exhaustive, list of described technologies, none seems to satisfy simultaneously all criteria of end-users' needs, target product profiles, and the ASSURED criteria. Regarding performance, some technologies may be fully automated and multiplexed, but they are prohibitively expensive; some are cost-effective, but compromise sensitivity or multiplexity. In contrast, some solutions offer multiplexity, yet they are benchtop, require laptop, electricity, and are barely portable (due to size and weight). Regarding technology, most of the described platforms implement nucleic acid amplification (PCR- or isothermal-based) and almost none of them includes a parallel immunoassay analysis to measure the host response to an infection. A few of the suggested approaches are equipment-free but therefore lack connectivity and interfacing ability. However, one can observe a common rationale in the structure of the described technologies. The vast majority are based on the combination of three components: the assay, the cartridge, and the readout device. Several variations may exist in the format of the assay, the cartridge, or the detection principle; however, this three-element model seems to be the backbone of all described diagnostic platforms. This modular nature should motivate the developers and manufacturers to consider more (semi)open and adaptable platforms to address end-users' needs in a dynamic way, being able to quickly modify their panels and adapt to endemic or epidemic needs.

The review concludes with the need of electronic decision trees to support diagnostic tools, as interactive assistance to clinicians. Such algorithms are derived from paper-based guidelines to computerized versions (which enforce the provision of output for any possible combination of clinical elements, which is not the case for traditional guidelines), operating on 3G mobile tools such as tablets. They receive, as input, data from several (POC and non-POC) diagnostic tests, which are processed via clinical algorithms, to provide clinicians with guidance regarding the handling of the patient (admission, treatment, etc.). Such interoperability between ICT components and interfaced physical systems (diagnostic tests) for decision-support can provide solutions of clinical and public health utility, therefore, this trend is expected to increase rapidly, offering high impact diagnosis in developing countries, and transforming the global healthcare landscape. This process, being rather complex and requiring know-how from a variety of disciplines and partners, requires multiple interactions between universities, industries, governmental and non-governmental organizations, as well as philanthropic institutions, that are not only based in wealthy countries but also in resource-limited countries. To increase the chances to make progress, most successful technologies should be supported and developers be motivated to partner with each other. It is only with such a spirit that the development pathway can be coherent and harmonized, and the new tools eventually may be implemented at large scale.

8. Prospects and outlook

Looking into future perspectives, it seems that a combination of technological and non-technological factors will be critical to decide whether the diagnostic POC technologies can be used in the management of patients with febrile illness.

From the technological perspective, it would be interesting to observe the landscape in the next 5–8 years and whether label-free detection technologies can be transferred from the laboratory to the clinics, and then to the market. Magnetic field, electrochemical, gravimetric (e.g. surface acoustic waves), and micromechanical (e.g. cantilever based) detection technologies are some laboratory-mature candidates that could potentially substitute fluorescence detection and offer the advantage of cheaper read-out devices. Regarding label-free technologies, it is important to consider how they can potentially be integrated into sample-to-answer systems, in view of the requirements outlined in 2.3, 2.4. In addition, it is important to keep track of the progress on the LFT-based nucleic acid analysis and detection, a concept that is rapidly catching up and combines the easiness of LFTs with the molecular analysis.

The transition from the laboratory to the market is crucial and depends on multiple parameters. A fundamental one is the sustainable and scalable manufacturability of the disposable cartridges (in terms of materials and processes). Ideally, developers should have access to fabrication facilities that could perform the scale-up manufacturing in two phases: first, from prototyping to medium scale manufacturing (a few thousands or tens of thousands cartridges/chips/components per year) in order to serve clinical validation studies; and in a next level to aim for large scale manufacturing (tens of thousands to hundreds of thousands, that are fairly realistic quantities for infectious diseases of global impact). Special attention should be given to the heterogeneous integration of components, i.e. when a system consists of not only plastic/silicon/glass core components, but integrates biological and biochemical agents, which are necessary for the sample-to-answer analysis. Issues of stability and compatibility of (bio)chemical reagents with cartridge materials and manufacturing processes, adsorption (and loss) of reagents may prove critical for reaching the desired limit of detection.

A future perspective is also that the diagnostic tools are no longer operating in a stand-alone mode, but in a broader “ecosystem”. To this direction, integration of ICT is of primary importance, as it is the means to connect a variety of different tools and generate networks (existing “traditional” approaches, reference methods, and new innovative tools), create databases, and process data (since we are in the era of Big Data). Along these lines, the combination of nucleic acid with protein biomarker testing seems to be a path for more reliable diagnosis, especially in case of syndromes caused by several different pathogens of bacterial, viral, parasitic, or fungal nature. Further elaborating on the ecosystem approach, and especially for diagnostics for resource-limited countries, special business model developments are required that would render marketization in the target areas attractive. Large industries or Small and Medium Enterprises (SMEs) may choose their own way to market, but a new path may be to try marketing in partnership with the pharmaceutical industry. It is obvious that diagnostics and therapeutics are the two sides of the same coin, and only through their combination and interplay can healthcare truly progress. Especially in an era that antimicrobial resistance rises dramatically, this exact issue could and should become the bridge to unite the worlds of diagnostics and therapeutics.

One parameter that should also be considered during the transition of the POC technologies from the laboratory to the market is the health-impact modeling, including health economics and cost-impact analysis. One technology may be (comparatively) cheap but may not offer added clinical value; another may be (seemingly) expensive but it may prove overall cheaper than the existing test because the clinical impact is higher. The developers/manufacturers should compare the manufacturing cost of their technology to the real cost of the same test within their healthcare systems. A substitution of an existing standard of care by an innovative technology would be welcome if: it can lead to the same clinical impact at an overall lower price; or it can offer higher clinical impact at the same price. When assessing novel technologies, one should consider what they actually aim to substitute (material savings, time and labor savings, etc.) in order to have a complete view of the cost savings.

Last but not least is the perspective of adaptability and usability by the potential end-users. Whether in resource-limited countries or in the more wealthy part of the world, a technology may be blocked from being used, even if it performs in the best way, due to reasons related to constraints and reluctances that end-users have. A behavioral change of the end-users (through several means, e.g. electronic decision algorithms, e-learning material, supervision tools) is the key factor to increase acceptability and trust towards new technologies. In addition, end-users should be reassured that these emerging tools do not aim to substitute them but to assist them in decision making, for their benefit, and for the benefit of the patients and the whole community.

Acknowledgments

Acknowledgements

The authors K.M., S.H., F.v.S., and R.Z. acknowledge the European Commission for funding under the FP7 project “DiscoGnosis” (GA-318408), the H2020 project “DIAGORAS” (GA-633780), and the H2020 project “DMC-MALVEC” (GA-688207).

The author V.D.A. thanks Blaise Genton for critical reading of the manuscript.

Declaration of interest

Conflicts of interest: none.

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