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    • Services to support people in isolation and quarantine
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  • Checklist
  • 1. Governance
  • 2. Legal authority over isolation and quarantine
  • 3. Cases for interview and contact elicitation
  • 4. Staffing and workforce strategy
  • 5. Technology-enabled processes
  • 6. Contact tracing protocols
  • 7. Confidentiality protocols
  • 8. Notification and communication protocols
  • 9. Cross-jurisdictional protocol
  • 10. Ports of entry protocol
  • 11. Social support protocol
  • 12. Out-of-home isolation
  • 13. Telemedicine protocols
  • Implementation Tools

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  1. Checklists

Contact tracing protocols & forms

A checklist for optimizing contact tracing protocols and forms for teams standing up a contact tracing program

PreviousFuture vision for public healthNextPublic health workforce

Last updated 4 years ago

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Checklist

1. Governance

2. Legal authority over isolation and quarantine

3. Cases for interview and contact elicitation

4. Staffing and workforce strategy

5. Technology-enabled processes

6. Contact tracing protocols

7. Confidentiality protocols

8. Notification and communication protocols

9. Cross-jurisdictional protocol

10. Ports of entry protocol

11. Social support protocol

12. Out-of-home isolation

13. Telemedicine protocols

Implementation Tools

  • 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:

l

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 .

Self-Isolation and Self-Quarantine Enforcement and Compliance: Principles and Considerations for U.S. Contact Tracing Programs
Prioritizing Case Investigations and Contact Tracing for COVID-19 in High Burden Jurisdiction
Measures to Improve COVID-19 Response: End-to-End Quality Improvement of COVID-19 Testing, Case Investigation and Contact Tracing
CDC guidance
Key Information to Collect During a Case Interview
Talking with the Patient – A Case Investigator’s Guide to COVID-19
Tips to Improve COVID-19 Control Through Better Case and Contact Follow-up
Draft case interview and contact elicitation worksheet
Case Reporting
CDC COVID-19 Sample Training Plans, Guidance, and Resources
Public Health Workforce
Technology
CDC guidance
Measures to Improve COVID-19 Response: End-to-End Quality Improvement of COVID-19 Testing, Case Investigation and Contact Tracing
CDC guidance
CDC guidance
Using Facebook to Help Locate People With or At Risk for COVID-19
CDC guidance
CDC guidance
Social Supports
Clinical Consult
Resources for Case Investigations and Contact Tracing
Options to Reduce Quarantine for Contacts of Persons with SARS-CoV-2 Infection Using Symptom Monitoring and Diagnostic Testing
Health Departments: Interim Guidance on Developing a COVID-19 Case Investigation & Contact Tracing Plan
Contact Tracing Explanation and Resources
COVID-19 contact tracing steps
State Approaches to Contact Tracing during the COVID-19 Pandemic
Measures to Improve COVID-19 Response: End-to-End Quality Improvement of COVID-19 Testing, Case Investigation and Contact Tracing
Tips to Improve COVID-19 Control Through Better Case and Contact Follow-up
Using Facebook to Help Locate People With or At Risk for COVID-19
Restaurants
Bars, pubs, and clubs
Club and organization meetings
Funerals
Weddings
Performance group meetings and rehearsals
Public meetings
Private events
Worship services
Self-Isolation and Self-Quarantine Enforcement and Compliance: Principles and Considerations for U.S. Contact Tracing Programs
Human Infection with 2019 Novel Coronavirus - Case Report Form
Key Information to Collect During a Case Interview
Talking with the Patient – A Case Investigator’s Guide to COVID-19
Draft case interview and contact elicitation worksheet
Notification of Exposure: A Contact Tracer's Guide for COVID-19
Self-Isolation and Self-Quarantine Home Assessment Checklist
Sample Daily Temperature/Symptom Log for Close Contacts
Draft contact monitoring form
Using Facebook to Help Locate People With or At Risk for COVID-19
Contact tracing scripts
Case Investigator script
Monitoring contacts in quarantine script
Monitoring cases in isolation script
Voicemail Script
Contact Tracing Script, Navajo Nation
Case interview script
Contact interview script
Contact monitoring script
Unanswered Calls Protoco
Declining to Speak with Tracers Protocol
Invalid or Missing Phone Number
Declining to Provide Contacts Protocol
Employee Letter for Cases & Contacts
Best Practices towards Maximizing Connect Rate
Settings with Multiple Close Contacts
Isolation and Quarantine "What If" Protocol
covid19-ct@vitalstrategies.org