Contact tracing protocols & forms
A checklist for optimizing contact tracing protocols and forms for teams standing up a contact tracing program
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A checklist for optimizing contact tracing protocols and forms for teams standing up a contact tracing program
Last updated
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6.c Determine criteria for other triggers to refer to public health department protocols, e.g. disease clusters, cases and contacts with complex or extraordinary needs.
Identify and document protocols for maintaining confidentiality during contact tracing, e.g., any requirements for storage of notes and data, and special considerations when conducting contact tracing from home. Follow HIPAA regulations.
Identify which communication with contacts can be passive only (e.g. by web, email, text, or app interface), or, if resources allow, if all contacts will receive a phone call.
Consider campaigns to ask people to answer their phones and to engage honestly with contact tracers.
Identify any other situations in which an in-person home visit may be required.
Determine protocol for locating and notifying contacts outside of the jurisdiction in cooperation with the jurisdiction where the contact resides.
Determine protocol for testing and tracing cases at ports of entry.
If border agents identify a case, identify which jurisdiction will be responsible for care and tracing.
What criteria are used to determine eligibility?
Who assesses for eligibility, e.g. link to Department of Human Services to conduct?
What is the process for applying, approving, and connecting a person to services?
Warmline for post-quarantine issues
12.a Determine which cases will be offered isolation out of home, and if any will be mandated.
12.b Determine which contacts will be offered quarantine out of home, and if any will be mandated.
Draft contact tracing protocols for mass gatherings
Samples forms and protocols
Sample scripts
Massachusetts Community Tracing Collaborative:
Call protocols
3.a Interview and elicit contacts on all confirmed and probable cases. If public health resources are limited, prioritize confirmed cases. (See CDC's s)
See
See on Case Investigation Hierarchy
See CDC's
See CDC's
See
See
3.b Define how cases will be reported to the health department for contact tracing in a manner that minimizes time from diagnosis to identification; set targets for timeliness, e.g. percent reported within 24 hours: (See for more information)
Identify staffing/workforce strategy, within public health department or outsourced and managed by public health department. (See ; See for more information.)
5.a Determine if contact tracing processes will be supported by a digital app; integrate the app into the disease surveillance system workflow. (See checklist for more information.)
Ideally, health departments should collect information on all close contacts. Those that do not have the capacity to monitor and test all contacts promptly can use a risk prioritization guide. (See on Close Contact Evaluation and Monitoring Hierarchy)
For suggestions on identifying and mitigating bottlenecks, see .
Monitor contacts for symptoms for up to 14 days after exposure. See on options to reduce quarantine time for contacts.
See on when to seek medical attention.
Determine protocols for cases and contacts who do not respond to texts or phone calls (by risk level). Try alternative methods of locating and communicating with cases and contacts, such as Facebook Messenger ().
Establish expected number of contact attempts and if/when in-person outreach to cases and contacts will be attempted, with safety protocols in place ().
Determine protocol for in-person visits and incorporate PPE considerations for in-person communications ().
Define wrap-around services to support individuals in isolation and quarantine and determine eligibility criteria for the provision of wrap-around services. (See for more information)
Arrange clinical linkage including telemedicine support. (See for more information)
CDC:
CDC:
CDC:
CDC:
National Academy for State Health Policy:
CDC:
CDC:
CDC:
CDC:
CDC:
CDC:
New York State Department of Health:
New York State Department of Health:
New York State Department of Health:
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LIVING DOCUMENT This playbook is a dynamic, "living" document. Global knowledge pertaining to COVID-19 is rapidly evolving. Feedback and suggestions can be sent to .