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1.
Establish case definition(s).
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2.
Confirm that the cases are ‘real’ (case confirmation).
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3.
Establish the background rate of disease (in order to confirm the outbreak and determine the scope of the outbreak geographically and temporally).
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4.
Case finding.
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5.
Examine the descriptive epidemiology of the cases (e.g. define the age, sex, home/overseas travel, occupation, attendance at events) and plot an ‘epidemic curve’ of time of onset of disease.
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6.
Generate a hypothesis regarding the source and route of exposure.
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7.
Test the hypothesis by case control, cohort or intervention studies and by epidemiologic typing of representative samples if indicated and if possible.
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8.
Collect and test potential sources of infection such as environmental surfaces, patients, personnel, iv fluids, etc. as indicated; consider epidemiologic typing to establish an epidemiologic link to cases.
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9.
Devise and implement control measures.
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10.
Review results of investigation or report on ongoing investigations to administration and staff; consider consultation with local public health officials.
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11.
Follow-up surveillance to evaluate efficacy of control measures; generate reports for administration and staff.