dengue case classification review 2014
DESCRIPTION
.TRANSCRIPT
Am. J. Trop. Med. Hyg., 91(3), 2014, pp. 621–634doi:10.4269/ajtmh.13-0676Copyright © 2014 by The American Society of Tropical Medicine and Hygiene
Comparing the Usefulness of the 1997 and 2009 WHO Dengue Case Classification:
A Systematic Literature Review
Olaf Horstick,* Thomas Jaenisch, Eric Martinez, Axel Kroeger, Lucy Lum Chai See, Jeremy Farrar, and Silvia Runge Ranzinger
Institute of Public Health, University of Heidelberg, Heidelberg, Germany; Department of Infectious Diseases, Section Clinical Tropical Medicine,Heidelberg University Hospital, Heidelberg, Germany; Instituto de Medicina Tropical, Pedro Kuori, La Habana, Cuba; Liverpool Schoolof Tropical Medicine, Liverpool, United Kingdom; Special Programme for Research and Training in Tropical Diseases, World Health
Organization, Geneva, Switzerland; Department of Paediatrics, Faculty of Medicine, University of Malaya, Kuala Lumpur,Malaysia; Wellcome Trust, Oxford, United Kingdom; Consultant in Public Health, Ludwigsburg, Germany
Abstract. The 1997 and 2009 WHO dengue case classifications were compared in a systematic review with 12 eligiblestudies (4 prospective). Ten expert opinion articles were used for discussion. For the 2009 WHO classification studiesshow: when determining severe dengue sensitivity ranges between 59–98% (88%/98%: prospective studies), specificitybetween 41–99% (99%: prospective study) - comparing the 1997 WHO classification: sensitivity 24.8–89.9% (24.8%/74%: prospective studies), specificity: 25%/100% (100%: prospective study). The application of the 2009 WHO classifi-cation is easy, however for (non-severe) dengue there may be a risk of monitoring increased case numbers. Warning signsvalidation studies are needed. For epidemiological/pathogenesis research use of the 2009 WHO classification, opinionpapers show that ease of application, increased sensitivity (severe dengue) and international comparability are advanta-geous; 3 severe dengue criteria (severe plasma leakage, severe bleeding, severe organ manifestation) are useful researchendpoints. The 2009 WHO classification has clear advantages for clinical use, use in epidemiology is promising andresearch use may at least not be a disadvantage.
INTRODUCTION
The World Health Organization (WHO), with its Spe-cial Program for Research and Training in Tropical Diseases(WHO/TDR), issued new dengue guidelines in 2009,1 includ-ing the 2009 WHO dengue case classification: dengue andsevere dengue (D/SD). Warning signs (WS) have been estab-lished for triage to help clinicians with symptomatic casesin need of closer surveillance and/or hospitalization (denguewith warning signs [D+WS]).Historically, the 1997 WHO dengue case classification
(dengue fever (DF), dengue hemorrhagic fever (DHF) anddengue shock syndrome (DSS) was developed in 1975 byexpert consensus based on studies on Thai children in the1950s and £60s, with modifications in 1986 and 1997.2 In thelast modification in 1997, four grades of DHF were defined(DHF1, −2, −3, and −4), with DHF1 and −2 being DHF andDHF3 and −4 being DSS.3
In this work, we will refer to the dengue case classifica-tion recommended by the WHO in 2009 as the D/SD clas-sification and the WHO 1997 classification as the DF/DHF/DSS classification.The reasons for developing D/SD were the shortcomings
of DF/DHF/DSS, which were established in many studiesand furthermore, summarized in a systematic review.2
DF/DHF/DSS (1) is poorly related to disease severity,(2) misdirects clinicians identifying severe disease, (3) isdifficult to use (tests required are often not available/difficultto apply), (4) does not help for triage in outbreaks, and(5) leads to different reporting globally as a result of thedifficulties in using the classification for reporting clinicians.The main emphasis of D/SD is, therefore, to help clini-
cians to identify and manage cases of severe dengue timely.
It helps to save resources and contributes to a reduction ofdengue mortality.Based on the largest prospective multicenter study, the
Dengue and Control (DENCO) study,4 D/SD describes den-gue as it currently occurs globally, focusing on severe dengue,defined as plasma leakage (shock or fluid accumulation withrespiratory distress, which includes the former DSS), severebleeding, or severe organ manifestation. With the improveddescription of dengue cases, case reporting is facilitated.WS have been empirically validated to some extent in theDENCO study. A larger study is currently under way toevaluate and define the predictive value of WS in outpatients(for the need of hospitalization) and inpatients (for severedisease).5 Furthermore, D/SD is based on best available evi-dence (evidence grade 1/2)6 on each step of the developmentfrom basic to implementation research.7
A discussion evolved internationally on the usefulnessand applicability of D/SD compared with DF/DHF/DSS,and in a relatively short period of time, numerous studieshave been published by many independent research groups.The objective of this study is to provide a systematic litera-ture review of the studies published, comparing D/SD andDF/DHF/DSS to facilitate the discussion about the usefulnessof the different classification systems.
METHODS
Reporting items for systematic reviews and meta-analyses(PRISMA) Statement for systematic reviews and meta-analyses8 were followed. This study defines (1) case definitionas the description of clinical and laboratory parameters todefine a dengue case compared with other febrile illnessesand (2) case classification as the different stages of the spec-trum of dengue severity, either D, including D+WS, or SD.Eligibility criteria included (1) research on dengue case
classification and/or dengue case definition, (2) comparisonof D/SD and DF/DHF/DSS, (3) any comparative/analytical
*Address correspondence to Olaf Horstick, INF 365, Institute ofPublic Health, University of Heidelberg, 69120 Heidelberg, Germany.E-mail: [email protected]
621
study design, and (4) published after the publication of thenew WHO dengue guidelines.1
All languages were included; the search was conductedin English only. Studies looking only at one classificationwere excluded for failing to compare the different models.Also excluded were studies not performed in dengue-endemiccountries. Studies without a defined methodology, includingexpert opinion and conference proceedings, were collectedand used for the discussion.The literature search and analysis were developed and
carried out through July 15, 2013 with two data extractors.The search terms derived from two major categories were(1) dengue disease (dengue) combined with (2) classificationand/or definition.The search strategy was applied to the following data-
bases: US National Library of Medicine and the NationalInstitutes of Health Medical Database (PubMed), the LatinAmerican and Caribbean Health Sciences Database (Lilacs),Excerpta Medica Database (EMBASE), and the CochraneDatabase of Systematic Reviews (CDSR). The WHO librarydatabase (WHOLIS) and Google Scholar were searched forgrey literature. Relevant literature was screened for addi-tional articles in the reference sections.Because of the limited search options available to this
field of research, a very broad search strategy was used, usinga reduced number of combinations to increase the number ofinitial hits.All results were screened for duplicates. In the next
stage, results were screened based on the title and abstractonly, and the full texts of potentially relevant studies weresubsequently assessed. Relevant information was tabulatedin evidence tables.Study designs were divided into the following categories:
(1) prospective studies of dengue cases, (2) studies analyz-ing post-hoc existing prospectively collected databases ofdengue cases, (3) studies reviewing retrospectively existingmedical charts of dengue cases, and (4) acceptability studies(mostly of qualitative design).No studies were excluded in the analysis for quality rea-
sons if the eligibility criteria were met, but limitations andpossible biases are reported in the results section. The analy-sis followed the categories according to the use of the caseclassification: (1) clinical use (establishing severe dengue dis-ease using WS for identifying severe dengue disease, detect-ing dengue, usefulness for triage, usefulness for outbreaks,and ease of application by clinicians), (2) use in surveillancedetecting dengue cases and detecting dengue outbreaks aswell as reporting of the different levels of severity of denguedisease (D/SD), and (3) use in research.
RESULTS
In total, 782 studies were identified during the electronicsearch that were potentially relevant to the research ques-tion, including duplicates. After the screening of titles andabstracts, 25 studies remained eligible.10–34 Eligible studiesare tabulated in Table 1. Ten studies22–31 were relevant tothe research question based purely on expert opinion, with-out stating a particular methodology as to how the resultswere derived. These studies were excluded from the analy-sis but reflected in the discussion for the purpose of high-lighting the different opinions. Three additional studies were
excluded after full assessment of the text, because they onlyassessed DF/DHF/DSS without comparison with D/SD32,33
or dealt with a particular subgroup of cases not representa-tive of dengue-endemic countries (dengue in travellers34).Of the remaining 12 studies,10–21 11 studies were from
published databases, and one study was from grey literature.No other studies were identified from the reference lists.Figure 1 summarizes the process of selection in a flowchart.All studies were published after 2009—the date set for
initiating the search. Most of the studies included (prospec-tive, post-hoc analysis of existing datasets or review ofexisting medical charts, and any qualitative design) wereperformed in Asia, with the exception of three studies: onestudy that included 18 study sites worldwide,10 one studyfrom Nicaragua,16 and one study from Peru.18 Studies10–13
are prospective studies published between 2010 and 2013.All other studies used datasets either prospectively devel-oped and compared post-hoc with the use of D/SD andDF/DHF/DSS or retrospectively derived from case notesof dengue-positive cases developed over time and withouta strict study protocol. One study10 also included the accept-ability of the different dengue case classifications with quali-tative methods.Sample sizes of the studies10–21 were relatively small, rang-
ing from 50 to 300 cases (mostly less than 100 cases), with theexception of three studies10,17,20 with more than 1,000 caseseach. Most of the studies included adults and children; onlythree studies were confined to pediatric centers.12,16,21
All studies were performed in hospital settings of eithersecondary or tertiary level hospitals. The study in ref. 10—with 18 study sites—had the biggest scale in case numbersand the most comprehensive scope with all levels ofhealthcare delivery systems included in Asian as well asLatin American countries.Studies often addressed multiple questions; the following
results are presented according to the categories describedin the methods sections. In general, the prospectively col-lected studies are largely in favor of the use of D/SD in theclinical setting; the retrospective studies have similar results,apart from the study in ref. 15Clinical use. Which classification describes the clinical
picture of dengue cases better? The studies dealing with thisquestion all agree that D/SD classifies dengue as it occursclinically. The study in ref. 10 in 18 countries with the biggestsample overall concludes that “13.7% of cases could notbe classified according to DF/DHF/DSS (missing data e.g.haematocrit, platelet counts, and tourniquet tests on > 50%of charts), compared to 1.6% for D/SD. 32.1% of severedengue cases could not be classified in the DF/DHF/DSSsystem.” The study in ref. 17, also in a large sample, recon-firms that “DF/DHF/DSS and D/SD were discordant indefining severe disease (p: 0.001).” D/SD describes severedisease, whereas DF/DHF/DSS describes severe disease lesswell. Similarly, findings in the study in ref. 19 are “a crosstabulation [that] showed DF cases were distributed in allof the severity groups stratified by D/D+WS/SD (53.8%Group D/45.4% Group D+WS/0.8% Group SD). Of theDHF cases, 23 (79%) were categorized as Group D+WS,and six (20.7%) as Group SD.”When looking at quality of studies, the studies in refs. 10,
17, and 19 of this systematic literature review provide proba-bly the best available quantitative evidence for this question.
622 HORSTICK AND OTHERS
Tabl
e1
Includedandexcludedstudies
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
Prospective
studies(follow-upofden
guecases)
10
Barniolan
dothers
2011
Mixed
methods,
threearms:
(1)quan
titative
(prospective
and
retrospective
chartreview
s),
(2)qualitative
(healthpersonnel
questionnaire),
and(3)focus
groups
Usefulnessan
dap
plicability
ofthenew
den
guecase
classification
Large
Prospective,
some
retrospective
data
Global:
18countries
Comparisonof
D/SD
and
DF/D
H/D
SS:
(1)clinical
applicability;
(2)triage
and
man
agem
ent
usefulness;
(3)user-
friendliness
andacceptance
(1)Prospective/
retrospective
med
ical
chartreview
s;(2)Self-ap
plied
questionnaires;
(3)focusgroups
13.7%
ofcasescould
notbeclassified
according
toDF/D
HF/D
SS(m
issingdata;e.g.,
hem
atocrit,p
lateletcounts,andtourniquet
testson>50%
ofcharts)compared
with
1.6%
forD/SD.W
SforSD
(necessary
for
theD+WScatego
ry)weredocumen
tedin
alargeproportion.T
herevisedclassification
also
provedto
bemore
sensitive
fortimely
recogn
itionofSD.32.1%
ofSD
casescould
notbeclassified
intheDF/D
HF/D
SS
system
.D/SD
was
easily
applicable
inclinical
practice,also
seen
tobeusefulfor
triage
andcase
man
agem
entbymed
ical
staffmore
freq
uen
tlythan
theDF/D
HF/D
SS
classification.C
oncernsin
questionnairesan
dfocusgroupsincluded
(1)hospitalization
ratesmightincrease
iftheWSarenot
precisely
defined
andwarrantsad
ditional
studies,(2)costim
plicationsifmore
patients
arebeingad
mitted,and(3)trainingneeds,
dissemination,andconcise
clinical
protocols.
Therevisedden
gue
classificationhas
ahighpotential
forfacilitating
den
guecase
man
agem
ent
andsurveillan
ce,b
eing
more
sensitive,especially
forsevere
disease,m
ore
accepted,anduserfriendly.
11
Basukian
dothers
2010
Prospective
study
ofden
guecases
SD
Medium
Prospective
Indonesia
Comparisonof
D/SD
and
DF/D
H/D
SS
Quan
titative
analysisof
prospectively
followed
up
den
guecases,
withclinical
andlaboratory
param
eters;
sensitivity
and
specificitytesting
Of145cases,usinganon-severitydefinition,
122cases(84.1%
)wereclassified
asnon-severe,ofwhichusingDF/D
HF/D
SS,
70(48.3%
)wereclassified
asDF,39(26.9%
)wereclassified
asDHFgrad
eI,13
(95)
were
classified
asDHFgrad
eII.23(15.95)were
classified
assevere,o
fwhich16
(11%
)wereclassified
asDHFgrad
eIIIan
d7(4.8%)wereclassified
asDHFgrad
eIV
.Withclinical
interven
tionsincluded
,eigh
tcases(6.6%)originally
classified
ashavingnon-SD
infectionwere
reclassified
ashavingsevere
infection
(sen
sitivity
=74%,specificity=100%
,likelihoodratio(−)=0.26).UsingD/SD,
117cases(80.7%
)wereclassified
asnon-severe,ofwhich79
(54.5%
)were
classified
asD–WS,38(26.2%
)were
classified
asD+WS,and28
(19.3%
)were
classified
asSD.U
singclinical
interven
tion,
fourcases(3.4%)that
wereoriginally
non-severewerereclassified
asSD
(sen
sitivity
=88%,specificity=99%,
likelihoodratio(+)=98.88,likelihood
ratio(−)=0.13).Binarylogisticregression:
SD
was
betterdetectingSD
(P=0.000,
Wald=22.446)than
DF/D
HF/D
SS
(P=0.175,Wald=6.339).
SD
may
bebetterat
detecting
SD
infectioncases
compared
with
DF/D
HF/D
SS.A
dditional
research
isneeded
with
larger
numbersofcases
inmultiple
centersusing
therevisedclinical
man
agem
entgu
idelines.
12
Jayaratne
andothers
2012
Prospective
study
ofden
guecases
WS
Medium
Prospective
SriLanka
(1)Usefulnessof
WSpredicting
SD;(2)
define
other
simple
laboratory
param
eters
usefulin
predictingSD
Quan
titative
analysisof
prospectively
collectedden
gue
caseswith
clinical
and
laboratory
param
eters.
In184casesin
twotertiary
centers,five
ormore
WSaresign
ifican
tly(P
=0.02)
associated
withthedevelopmen
tof
SD
(oddsratio=5.14,95%
confiden
ceinterval
=1.312–20.16).A
STlevelswere
sign
ifican
tlyhigher
(P=0.0001)combined
withab
dominalpain(m
ean=243.5,
SD
±200.7)
compared
withnon-abdominal
pain(m
ean=148.5,SD
±218.6).H
ighAST
levelswerealso
sign
ifican
tlyassociated
(P<0.0001)withSD
(oddsratio=27.26,
95%
confiden
ceinterval=1.632–455.2).
Lym
phocyte
counts<1,500cells/mm
3were
sign
ifican
tly(P
=0.005)
associated
withSD
Thepresence
offive
ormore
WSseem
sto
beapredictor
ofSD.L
ymphocyte
counts
<1,500cells/m
m3,platelet
counts<20,000/m
m3,and
raised
ASTlevelswere
associated
withSD
and
could
beusedto
help
identify
patientswhoare
likelyto
developSD.
(continued)
COMPARING THE 1997 AND 2009 WHO DENGUE CASE CLASSIFICATIONS 623
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
(oddsratio=3.367,95%
confiden
ceinterval
=1.396–8.123).P
latelet
counts<20,000cells/mm
3wereagain
sign
ifican
tlyassociated
(P<0.001)
withSD
(oddsratio=1.632–455.2,
95%
confiden
ceinterval=3.089–14.71).
13
Prasadan
dothers
2013
Prospective
study
ofden
guecases
SD
Small
Prospective
India
Toassesstheaccuracy
andap
plicabilityof
therevisedWHO
classification(2009)
ofden
guein
children
seen
atatertiary
healthcare
facility
inIndia
Quan
titative
analysisof
prospectively
collectedden
gue
caseswith
clinical
and
laboratory
param
eters;
sensitivity
and
specificitytesting
56patientstested
positive
forden
gue;
5patients(8.9%)received
level1
treatm
ent,10
patients(17.8%
)received
level2,an
d41
patients(73.2%
)received
level3.42
(75%
)patientswereclassified
asDF,and13
patients(23.2%
)were
classified
asDHF/D
SS;o
nepatientwas
unclassifiab
le.1
patient(1.7%)was
classified
asD,9
patients(16%
)wereclassified
asD+WS,and46
patients(82.1%
)were
classified
asSD.M
anyofthesevere
man
ifestations(encephalopathy,shock,
mucosalbleed
,plateletcount<20,000,
respiratory
distress,liveren
zymes
>1,000U/L)wereseen
incasesclassified
asDF,w
hereasthesecasesweremostly
classified
asSD.S
ensitivity
was
24.8%
for
DF/D
HF/D
SSan
d98%
forSD.
SD
has
very
highsensitivity
for
iden
tifyingSD
andiseasy
toap
ply.
Analysisin
existingdataset
(prospectively
collectedden
guecaseswithpost-hocan
alysisorretrospective
analysisofexistingmed
ical
charts)
14
Chaterjian
dothers
2011
Post-hocan
alysis
usingan
existing
prospectively
collecteddataset
Early
den
gue
detection
Medium
Analysisusing
anexisting
prospectively
collected
dataset
Singapore
(1)Sen
sitivity/specificity
ofNS1stripwith
DF/D
HF/D
SSan
dD/SD
fordiagn
osis
ofacute
den
gue;
(2)sensitivity
ofthe
testsin
primary
compared
with
secondaryden
gue,
virusserotype,an
dclinical
characteristics
observed
inthe
earlystages
of
den
gueillness
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
etersin
existingdataset;
sensitivity
and
specificitytesting
Of354casesdiagn
oseddefinitelyas
154den
gue
and200OFIcases,DF/D
HF/D
SScriteria
correctlydiagn
osed147(95.4%
)den
gue
casesan
dlabeled
128(64%
)as
den
gue
(sen
sitivity
of95.4%
andspecificityof
36.0%).D/SD
detected123(79.9%
)of
den
guecasesan
d86
(43.0%
)ofOFI
cases(sen
sitivity
of79.9%
andspecificity
of57.0%).TheNS1striphad
asensitivity
andspecificityof77.3%
and100%
,respectively,at15
minutesan
d80.5%
and100%
,respectively,at30
minutes.
Inconclusion,the1997
WHO
den
guecase
definitioncan
beusefulin
rulingout
den
gue,whereasthe
den
gueNS1Agstripcanbe
usedas
abed
sidediagn
ostic
testto
supportadiagn
osis
ofacute
den
gue,although
cautionisad
visedin
the
interpretationofthistestin
den
guehyp
eren
dem
icareas.
15
Kalayan
arooj
andothers
2011
Retrospective
applicationof
D/SD
onexisting
med
ical
charts
Case
management
Medium
Retrospective
analysis
usingexisting
med
ical
charts
Thailand
(1)Comparing
DF/D
HF/D
SSan
dD/SD
forclinical
man
agem
ent;
(2)assessing
fourcriteria
of
theDHFcase
definitionfor
possible
modification
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
med
ical
charts;
sensitivity
and
specificity
testing
274confirm
edden
guepatientsan
d24
non-den
guefebrile
illnesses(N
D):
180DF(65.7%
),53
DHFgrad
eI(19.3%
),19
DHFgrad
eII(6.9%),19
DHFgrad
eII
(6.9%),an
d3DHFgrad
eIV
(1.1%);
85D
(31%
),160DW
(58.4%
),an
d29
SD
(1.1%).Therew
ereeigh
tDSS
patientswhohad
AST>1,000U
and
onepatientwhopresentedwith
encephalopathynotclassifiab
leby
DF/D
HF/D
SS.O
nenon-den
guepatient
whopresentedwithgastrointestinal
bleed
ingwas
classified
asSD.A
tleast
oneoftheWSwas
foundin
50%
of
ND
cases,53.3%
ofDF,83%
ofDHF
grad
eI,88.2%
ofDHFgrad
eII,100%
ofDHFgrad
eIII,an
d100%
ofDHF
grad
eIV
.Vomitingan
dab
dominal
pain
werethetw
omostcommonWSSfoundin
both
ND
andden
guepatients.B
leed
ing
and/orpositive
tourniquet
testwere
foundin
69.7%
ofDHFpatients.
Hem
oconcentrationcould
detectplasm
aleak
agein
44.7%,andCXR
added
up
eviden
ceofplasm
aleak
ageto
86.3%.
DF/D
HF/D
SSisrecommen
ded
foruse,compared
with
D/SD,b
ecau
sethelatter
createsdouble
theworkload
andneedsconfirm
atory
tests.DF/D
HF/D
SSneeds
modification:p
lasm
aleak
ageas
themajor
criteria,tourniquet
test
positive
orbleed
ing
symptomsas
minorcriteria,
andad
dunusual
den
gue
ascatego
ry.
(continued)
624 HORSTICK AND OTHERS
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
Ultrasonograp
hywas
themostsensitive
techniqueto
addeviden
ceofplasm
aleak
age
upto
100%
.Platelets£100,000cells/mm
3
werefoundin
93.5%
ofDHFpatients.
Intensive
monitoringan
dcarefulmed
ical
and
intraven
ousfluid
man
agem
entwereneeded
for94
DHFpatientscompared
with
189D+WSan
dSD
patients.
16
Narvaez
and
others
2011
Post-hocan
alysis
usingan
existing
prospectively
collecteddataset;
interrater
agreem
ent
SD;ap
plicability
Small
Retrospective
analysisof
anexisting
prospectively
collected
dataset
Nicaragua
Evaluating
DF/D
HF/D
SS
andD/SD
againstclinical
interven
tion
levelsfor
diagn
osing
severity
(data
from
5years
[2005–2010]of
ahospital-based
studyofped
iatric
den
gue)
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
dataset;
sensitivity
and
specificity
analysisan
dinterrater
agreem
ent
when
applied
bydifferent
clinicians
Sen
sitivity
andspecificityofDF/D
HF/D
SSfor
thedetectionofsevere
casesofden
guewas
39.0%
and75.5%,respectively;sen
sitivity
andspecificityofD/SD
was
92.1%
and
78.5%,respectively.E
valuationof
physicians’clinical
diagn
osisresulted
inmoderateagreem
ent(k
=0.46,P
=0.001)
withthetrad
itionalclassificationand
substantialagreem
ent(k
=0.62,P
=0.001)
withtherevisedclassification.
D/SD
ismostusefulforthe
physicianforthedetection
ofsevere
casesofden
gue,
butitsuse
inpathophysiologicaland
epidem
iologicalstudies
needsad
ditionalevaluation
infuture
research.
17
Gan
and
others
2013
Post-hocan
alysis
usingan
existing
prospective
dataset
of
confirm
edden
guecases
DescribingSD
and
use/application
intheclinical
setting
Large
Retrospective
analysisof
anexisting
prospectively
collected
dataset
Singapore
EvaluatingD/SD
andDF/D
HF/
DSSusing
laboratory-
confirm
edad
ult
den
guecasesin
twoep
idem
ics
inSingapore:
2004
(predominan
tly
den
gueserotype1)
and2007
(predominan
tly
den
gueserotype2)
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
dataset;
sensitivity
andspecificity
analysis
1,278den
gueconfirm
edcases.DHFoccurred
in14.3%,D
SSoccurred
in2.7%
,andSD
occurred
in16.0%.D
F/D
HF/D
SSan
dD/SD
werediscordan
tin
definingsevere
disease
(P=0.001).F
iveDSSpatients(15%
)wereclassified
asnon-SD
withoutWS.O
fSD
patients,107
did
notfulfillDHFcriteria
(14.9%
had
self-resolvingisolatedelevated
aminotran
sferases,18.7%
had
gastrointestinal
bleed
ingwithouthem
odyn
amiccompromise,
and56.1%
had
plasm
aleak
agewithisolated
tachycardia).Comparingagainstrequirem
ent
forintensive
care,includingthesingledeath
inthisseries,allsixhad
SD;o
nly
fourhad
DHF,b
ecau
setw
olacked
bleed
ing
man
ifestationsbuthad
plasm
aleak
age.
Increasinglengthofhospitalizationwas
notedam
ongsevere
caseswithboth
classifications,butthetren
dwas
only
statisticallysign
ifican
tforD/SD.L
engthof
hospitalizationwas
sign
ifican
tlylongerfor
severe
plasm
aleak
agecompared
with
severe
bleed
ingororgan
impairm
ent.
Req
uirem
entforhospitalizationincreased
usingD/SD
from
17.0%
to51.3%.
D/SD
isclinically
useful.It
retainscriteria
forplasm
aleak
agean
dhem
odyn
amic
compromisefrom
DF/D
HF/D
SSan
drefined
definitionsofsevere
bleed
ingan
dorgan
impairm
ent.Findings
from
ourretrospective
studymay
belimited
bythestudy
site—atertiary
referral
centerin
ahyp
eren
dem
iccountry—
andshould
be
evaluated
inawider
range
ofgeograp
hicsettings.
18
Siles
and
others
2013
Retrospective
analysisusing
existingmed
ical
charts
SD
Small
Retrospective
Peru
Toevaluatethe
usefulnessof
DF/D
HF/D
SS
andD/SD
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
med
ical
charts;
sensitivity
and
specificity
analysis
Sen
sitivity
ofDF/D
HF/D
SSan
dD/SD
incapturingpatientswithlife-threaten
ing
disease
was
0%an
d59%,respectively,
andspecificityofthetw
oclassifications
was
98%
and41%,respectively.
DF/D
HF/D
SSmay
save
healthcare
resources
with
itsmore
stringent
definitionofaDHFcase,
whichrequires
themost
intensive
hospital
interven
tion;u
seofD/SD
guidelines
inthisoutbreak
facilitatedtheearly
admissionofthose
patients
withlife-threaten
ing
den
guedisease
for
appropriateclinical
man
agem
ent. (c
ontinued)
COMPARING THE 1997 AND 2009 WHO DENGUE CASE CLASSIFICATIONS 625
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
19
Tsaian
dothers
2012
Retrospective
analysisusing
existingmed
ical
charts
SD
Medium
Retrospective
Taiwan
Wecompared
differencesin
clinical/lab
oratory
featuresbetween
patientsseparately
classified
asDF/D
HFan
din
group
D/D
+WS/SD
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
med
ical
charts
148ad
ultpatients(119
DF/29DHF;
64D/77groupD+WS/7
groupSD)were
included
.Compared
withDF,significan
tly
youngerage,lower
hospitalizationrate,
andhigher
plateletcountwerefoundin
groupD.C
ompared
withDHF,h
igher
plateletcountwas
foundin
groupD+WS.
Six
ofsevenpatients(86%
)classified
asgroupSD
fulfilledthecriteriaofDHF.
Across-tab
ulationshowed
that
DFcases
weredistributedin
alloftheseverity
groups
stratified
byD/D
+WS/SD
(53.8%
group
D/45.4%
groupD+WS/0.8%
groupSD).
OftheDHFcases,23
(79%
)were
catego
rizedas
groupD+WS,and6(20.7%
)werecatego
rizedas
GroupSD.A
llpatients
inGroupD
fellinto
thecatego
ryDF.
D/SD
effectivein
iden
tifying
SD
cases.Heterogeneity
inseverity
suggeststhat
careful
severity
ofdiscrim
inationin
patientsclassified
ingroup
D+WSisneeded
.Ourdata
suggestthat
itissafe
totreat
patientsclassified
asgroup
Donan
outpatientbasis.
20
Theinan
dothers
2013
Post-hocan
alysis
inexisting
prospectively
collecteddataset
WS
Large
Retrospective
Singapore
Perform
ance
of
WSforpredicting
DHFan
dSD
inad
ultden
gue
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
prospectively
collected
dataset;
sensitivity
and
specificity
analysisin
relation
toWS
Of1,507cases,DHFoccurred
in298(19.5%
)an
dSD
occurred
in248(16.5%
)cases.
Ofthesecases,WSoccurred
before
DHF
in124an
dbefore
SD
in65
atmed
ianof
2daysbefore
DHForSD.T
hreemost
commonWSwerelethargy,abdominal
pain/ten
derness,an
dmucosalbleed
ing.
NosingleWSaloneorcombined
had
sensitivity
of64%
inpredictingsevere
disease.S
pecificitywas
0.90%
forboth
DHFan
dSD
withpersisten
tvo
miting,
hep
atomegaly,hem
atocritrise
andrapid
plateletdrop,clinical
fluid
accumulation,
andan
ythreeoffourWS.A
nyoneof
sevenWShad
96%
sensitivity
butonly
18%
specificityforSD.
NoWSwas
highly
sensitive
inpredictingsubsequen
tDHF
orSD
inourconfirm
edad
ultden
guecohort.
Persisten
tvo
miting,
hep
atomegaly,hem
atocrit
rise,rap
idplateletdrop,and
clinical
fluid
accumulation
aswellas
anythreeorfour
WSwerehighly
specific
forDHForSD.
21
Van
deWeg
andothers
2012
Post-hocan
alysis
inexisting
prospectively
collecteddataset
Disease
severity
Small
Retrospective
Indonesia
Toevaluate
DF/D
HF/D
SS
andD/SD
againstdisease
severity
Retrospective
quan
titative
analysisof
laboratory
andclinical
param
eters
inexisting
prospectively
collected
dataset;
sensitivity
andspecificity
analysis
D/SD,69patients(39.9%
)D
and104patients
(60.1%
)SD.D
F/D
HF/D
SS:24patients
(13.9%
)DFan
d149patients(86.1%
)DHF/D
SS.S
D:64severe
plasm
aleak
age,
6severe
bleed
ing,18
plasm
aleak
agean
dbleed
ing,an
d16
severe
organ
impairm
ent.
D:38patients(55.1%
)had
received
ITU
treatm
entcompared
with13
patients
(54.2%
)classified
asDF.S
D91
patients
(87.5%
)had
received
intensive
treatm
ent
interven
tion,a
slightlyhigher
number
than
116patients(77.9%
)in
theDHF/D
SSgroup.
D/SD
specificity,70.5%;sen
sitivity,
70.5%.D
F/D
HS/D
SSspecificity,25%;
sensitivity,89.9%
Tak
entogether,w
econclude
that,inboth
clinical
and
research
settings,the
perform
ance
ofD/SD
isan
improvemen
tto
DF/D
HF/D
SS,although
more
validated
anddetailed
classificationcriteria
need
tobedefined
.
Excluded
expertopinionstudiesrelevantto
thesubjectan
dusedin
thediscussion
22
Had
inegoro
2012
Review
Comparing
DF/D
HF/D
SS
andD/SD
for
clinical
application
N/A
N/A
Indonesia
Notspecified
Notspecified
Although
therevisedschem
eismore
sensitive
tothediagn
osisofSD
andben
eficialto
triage
andcase
man
agem
ent,thereremain
issues
withitsap
plicability.Itisconsidered
byman
yto
betoobroad
,req
uiringmore
specificdefinitionofWS.
Quan
titative
research
into
the
predictive
valueofthese
WSonpatientoutcomes
andthecost-effectiveness
ofthenew
classification
system
isrequired
toascertainwhether
thenew
classificationsystem
requires
additional
modificationorwhether
elem
entsofboth
classificationsystem
scan
becombined
. (continued)
626 HORSTICK AND OTHERS
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
23
Halstead
2012
Review
Comparing
DF/D
HF/D
SS
andD/SD
for
clinical
application
andpathogenesis
N/A
N/A
N/A
Todescribethe
usefulnessof
the1997
and
2009
case
classification
inrelationto
underlying
pathogenesis
Nonespecified
TheWHO
2009
case
classificationisnotuseful
forclinical
work
andespeciallynotfor
pathogenesisresearch
butmaybeuseful
forreporting.
Thedevelopmen
tofarobust
case
classificationis
thepriority.
24
Halstead
2013
Review
Comparingthe
DF/D
HF/D
SS
andD/SD
for
clinical
application
andpathogenesis
N/A
N/A
N/A
Wediscussthe
impactthat
the
widespread
adoptionofthe
2009
WHO
case
definitions
may
haveon
thedevelopmen
tofresearch
hyp
otheses
or
theconduct
of
research
on
den
guediseases
Nonespecified
Much
ofthefram
ework
forunderstan
dingthe
etiology
ofden
guedisease,thephen
omen
on
ofan
tibody-dep
enden
ten
han
cemen
tof
infection,andconceptsofTcell
immunopathology
has
developed
outof
studiesontheden
guevascularpermeability
syndrome.Asillustratedbelow,ifthefuture
pathogenesisresearch
isbased
onclinical
responsesincluded
inSD,such
patientswill
exhibitan
amixture
ofden
guedisease
syndromes
and/orcomplicationsof
treatm
ent,such
as(1)thedistinct
syndromes
contained
within
theclinical
catego
rysevere
bleed
ingan
d(2)inclusion
ofclinicalen
dpointsthat
may
confuse
naturalwithiatrogenicevolutionofdisease.
Pathogenesisresearch
should
beconducted
asmuch
aspossible
oncarefullydefined
catego
ries
ofhuman
disease
response,w
hichrequires
splitting,notlumping.
25
Horstick
and
others
2012
Review
Eviden
cebase
N/A
N/A
N/A
Reviewingthe
developmen
tofD/SD
Review
Step1:Systematicliterature
review
highligh
ted
theshortcomings
oftheDF/D
HF/D
SS:
(1)difficultiesin
applyingthecriteria
for
DHF/D
SS;(2)
thetourniquet
testhas
alow
sensitivity
fordistingu
ishingbetweenDHF
andDF;and(3)mostDHFcriteria
had
alargevariab
ilityin
freq
uen
cyofoccurren
ce.
Step2:Anan
alysisofregional
andnational
den
guegu
idelines:n
eedto
re-evaluatean
dstan
dardizegu
idelines;actual
ones
showed
alargevariationofdefinitions,an
inconsisten
tap
plicationbymed
ical
staff,an
dalack
of
diagn
osticfacilities
necessary
fortheDHF
diagn
osisin
frontlineservices.S
tep3:
Aprospective
cohortstudyin
seven
countries,acleardistinctionbetweenSD
(defined
byplasm
aleak
agean
d/orsevere
hem
orrhagean
d/ororgan
failure)an
d(non-severe)
den
guecanbemad
e.Step4:
Threeregional
expertconsensusgroupsin
theAmericas
andAsiaconcluded
that
den
gueisonedisease
entity
withdifferent
clinical
presentationsan
doften
,unpredictable
clinical
evolution.S
tep5:
Global
expertconsensusmeetingat
WHO
inGen
eva,Switzerlan
d—theeviden
cecollectedin
step
s1–4was
review
ed,anda
revisedschem
ewas
developed
andaccepted,
distingu
ishingD/SD.S
tep6:In
18countries,
theusefulnessan
dap
plicabilityofD/SD
compared
withtheDF/D
HF/D
SSschem
eweretested
,showingclearresultsin
favo
rof
therevisedclassification(note
ref.1).S
tep7:
Studiesareunder
way
onthepredictive
valueofWSforSD.
Thean
alysishas
shownthat
D/SD
isbetterab
leto
stan
dardizeclinical
man
agem
ent,raise
awaren
essab
out
unnecessary
interven
tions,
match
patientcatego
ries
withspecifictreatm
ent
instructions,an
dmak
ethekey
messagesof
patientman
agem
ent
understan
dab
leforall
healthcare
staffdealingwith
den
guepatients.
Furthermore,theeviden
ce-
based
approachto
develop
prospectively
theden
gue
case
classificationcould
be
amodel
approachforother
disease
classifications.
26
Lin
andothers
2013
Review
SD
N/A
N/A
N/A
Tocompare
theliterature
available
on
den
guecase
classification
N/A
D/SD
has
severalad
vantages.First,b
yem
phasizingden
gueas
atriphasicillness
rather
than
asthreedistinct
illnesses,
physiciansarereminded
toobservetheir
patientsclosely
onaday-to-day
basisforthe
D/SD
provides
practical
guidan
cean
dshowsbetter
catego
rizationin
accordan
cewithdisease
severity.
Therefore,m
ore
prospective
(continued)
COMPARING THE 1997 AND 2009 WHO DENGUE CASE CLASSIFICATIONS 627
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
appearance
ofWSuntilthecritical
phase
has
passed.S
econd,D
/SD
highligh
tsthat
patientswithoutWSmay
developSD,w
hich
canbefulm
inan
tan
dunpredictable.D
/SD
provides
practicalgu
idan
ceonhowto
man
agepatientsmore
appropriatelywhen
laboratory
dataareunavailable
aswellas
for
monitoringseverity,sothat
very
severe
cases
that
donotfulfilltheoriginal
criteriafor
DHFarenotmissed.U
singD/SD,p
hysicians
could
upgrad
ethecase
evaluationaccording
toclinicalseverity
ofdisease
man
ifestations.
datab
ases
needto
be
established
based
onD/SD,
whichwillenablenotonlythe
nationwideepidem
iologic
surveillance
ofseverecases
inendemiccountriesbut
also,internationalcomparison
ofdatato
improve
patient
managem
ent.
27
Srikiatkhachorn
andothers
2011
Review;expert
opinion
Comparing
DF/D
HF/D
SS
andD/SD
N/A
N/A
Thailand
Toevaluate
DF/D
HF/D
SS
andD/SD
None
The2009
clinical
classificationrepresentsa
sign
ifican
tdep
arture
from
theprior
classification.Incontrastto
theprevious
classification,w
hichdefines
DHFas
aclinical
entity
withplasm
aleak
ageas
the
cardinal
feature
that
differentiates
itfrom
DF,the2009
classificationlistsseveralclinical
man
ifestationsas
qualifiersforSD.T
he
improvemen
tin
den
gue-associated
mortality
overthepastdecad
eshas
beenbased
onthe
understan
dingofthenaturalhistory
of
plasm
aleak
agein
DHF,w
hichoccurs
aroundthetimeofdefervescen
cean
dcoincides
withthenad
iroftheplateletcount.
Delayed
detectionan
dtreatm
entofplasm
aleak
ageisthemajorcause
oforgan
failure,
listed
assevere
man
ifestationsin
the2009
classification.B
ylistingsevere
organ
invo
lvem
entas
acriterionforseverity
separatefrom
plasm
aleak
age,therevised
classificationplacesem
phasisonisolated
organ
failure
asacommonan
dsign
ifican
tcause
ofden
gueseverity.O
nthebasisofthe
statistics
from
theoutpatientdep
artm
entat
QueenSirikitNational
Institute
forChild
Healthin
Ban
gkokin
2008,thenew
case
definitionwould
havequalifiedan
additional
39,000
casesas
probab
leden
gue,whereas
only1m
600suspectedden
guecaseswere
detectedusingapositive
tourniquet
test
resultan
dleukopen
iaas
screen
ingtools.T
he
revisedclassificationalso
posessign
ifican
tproblemsforden
gueresearch.B
ecau
sethe
revisedclassificationisdesigned
primarilyas
acase-m
anagem
enttool,lessem
phasisis
placedontheunderlyingpathophysiology.
Despiteitslimitations,the
DHFcase
classificationhas
provedto
beusefulfor
advancingim
portan
tobservationsonden
gue
disease
pathogenesis,such
astheim
portan
ceof
secondaryden
guevirus
infectionto
theplasm
aleak
agephen
omen
on,
andhas
beeninstrumen
tal
inthedevelopmen
tof
treatm
entregimen
sthat
havesavednumerouslives.
28
Akbar
and
others
2012
Exp
ertopinion/
letter
tothe
publisher
regardingref.18
Comparing
DF/D
HF/D
SS
andD/SD
N/A
N/A
N/A
D/SD
compared
withDF/D
HF/D
SS
N/A
Webelieve
therevisedcase
classificationwith
itssimplified
structure
willfacilitate
effective
triage
andpatientman
agem
entan
dalso
allowcollectionofim
provedcomparative
surveillan
cedata.
Effortsarealso
beingdirected
todevelopmen
toftigh
ter
definitionsofsevere
phen
otypes
forbasic
science
research.
29
Farraran
dothers
2013
Exp
ertopinion/
letter
tothe
publisher
regardingref.15
Comparing
DF/D
HF/D
SS
andD/SD
N/A
N/A
N/A
D/SD
compared
withDF/D
HF/D
SS
N/A
Themainobjectives
oftheclassificationschem
eareto
improve
case
man
agem
entbytimely
iden
tificationofsevere
orpotentiallysevere
casesan
den
sure
that
scarce
resources
are
directedto
those
patientsmostin
need.D
/SD
presentssign
ifican
tim
provemen
tsoverthe
DF/D
HF/D
SSsystem
intw
okey
areas:(1)it
reflectsdisease
severity
inreal
time,an
d(2)it
allowsiden
tificationofahigher
proportionof
clinically
severe
cases.Unfortunately,
however,w
emustalso
recogn
izethat
weare
Classificationschem
esneedto
reflectthecontemporary
epidem
iology
ofthedisease,
beab
leto
assessseverity
inrealtime,an
dbeglobally
harmonized
.DF/D
HF/D
SS
was
toocomplicatedto
use
inclinicalorpublic
healthsettings
butwas
not
sufficientlyprecise
for
detailedpathogenesis
(continued)
628 HORSTICK AND OTHERS
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
nonearerto
elucidatingthemechan
isms
responsible
forthemicrovascular
deran
gemen
tsthat
arethehallm
arkofSD
or
understan
dingtheim
munecorrelates
of
protectionthan
weweremore
than
40years
ago.A
nother
long-established
dogm
athat
may
havecontributedto
thislack
of
progressisthebeliefthat
DFan
dDHFare
twoseparatedisease
entities
withdistinct
clinical
characteristics.Carefulobservational
studiesnowsuggestthat
themajorclinical
man
ifestations(altered
vascularpermeability,
thrombocytopen
ia,coagulation
deran
gemen
ts,h
epaticdysfunction)show
considerab
leoverlap
betweenthe
twosyndromes
andindicatethat
den
gue
virusinfectiondisruptsanumber
of
differentphysiologicalsystem
sto
varying
degrees
inindividual
patients,influen
cedby
both
hostan
dviralfactors,w
iththerelative
prominen
ceoftheresultingab
norm
alities
determiningthefinal
clinical
phen
otype.
studies.D/SD
brings
clarity,
clinicalan
dep
idem
iological
use,andthepotentialfor
developmen
tofmore
precise
definitionsof
clinical
phen
otypefor
pathogenesisstudies.
30
Horstick
and
others
2013
Exp
ertopinion/
letter
tothe
publisher
regardingref.20
WScomparing
DF/D
HF/D
SS
andD/SD
N/A
N/A
N/A
WSin
D/SD
compared
with
DF/D
HF/D
SS
None
WShavebeenin
use
inclinical
practicefora
longtime,despitetheknowledge
that
their
sensitivities
andspecificitiesarefarfrom
perfect.W
Shavebeenusedbycliniciansas
anad
ditional
tool,an
dtheirpower
has
been
described
usingafram
ework
ofrisk
increase
inthose
patientswithaWSpresent
overthose
patientswithnoWSpresent.The
WScurren
tlyproposedarebroad
clinical
sign
sthat
canoccurin
man
ydiseases.Their
usefulnessin
den
guehas
mostly
relied
on
expertopinion,w
iththeexceptionofafew
studiesthat
havetriedto
provideem
pirical
eviden
cefortheirusefulness.Hen
ce,a
prospective
studydesignisofparam
ount
importan
ceto
providehigh-qualitydata.
Studiesab
outWSneedto
be
prospective
andshould
includeprimarycare
toad
dressthequestionofhow
WScanbeusedin
the
context
ofSD.
31
Wiwan
ikitan
dothers
2013
Exp
ertopinion/
letter
tothe
publisher
regardingref.13
Comparing
DF/D
HF/D
SS
andD/SD
N/A
N/A
N/A
D/SD
comparison
withDF/D
HF/D
SS
Exp
ertopinion
D/SD
isexactlyusefulforgroupingofthe
patientforad
ditional
man
agem
ent.
However,w
hether
theclassificationis
usefulforpredictingofseverity
and
outcomeisstillcontroversial.
D/SD
canbeap
plicable,w
hich
does
notmeanthe
classificationiseasy.T
here
areman
yparam
etersto
be
collected,w
hichmight
taketime.
Other
(excluded
afterfullap
plicationofallinclusionan
dexclusioncriteriaas
assessed
from
thetext)
32
Gupta
and
others
2010
Prospectively
collected
den
guecases
DF/D
HF/D
SS
Small
Prospective
India
Inthisprospective
studyofden
gue
infectionduring
anep
idem
icin
Indiain
2004,
weap
plied
the
WHO
classification
ofden
gueto
assess
itsusefulnessfor
ourpatients
145clinically
suspected
casesofden
gue
infectionofall
ages;d
engu
econfirm
ationby
IgM
ELISA
and
HItest,and
DF/D
HF/D
SS
wereap
plied
toclassify
Of50
serologicallypositive
casesofden
gue
enrolled
inthestudy,only3met
the
WHO
criteria
forDHF,and1met
the
criteria
forDSS;h
owever,21(42%
)caseshad
oneormore
bleed
ing
man
ifestations.
ByusingWHO
criteriaofDHF
onIndianpatients,all
severe
casesofden
gue
cannotbecorrectly
classified
.Anew
definition
ofDHFthatconsiders
geograp
hican
dage-related
variationsinlaboratory
and
clinicalparam
etersis
urgentlyrequired.
33
Srikiatkhachorn
andothers
2010
Prospectively
collected
datab
ase,
retrospective
dataan
alysis
DF/D
HF/D
SS
Large
Retrospective
analysisin
anexisting
prospectively
collected
dataset
Thailand
AssessingifDHF
criteria
caniden
tify
SD
cases,as
determined
bythe
requirem
entfor
fluid
replacemen
tan
dbloodtran
sfusion;
sensitivity
and
Sen
sitivity
and
specificity
analysisfor
case
definitions
andseveral
criteria
Ourstudyshowed
that
DHFiscorrelated
stronglywiththeneedforinterven
tion.
DHFconstituted68%
ofden
guecases
that
received
sign
ifican
tinterven
tion.
However,42%
ofDHFcasesdid
not
requireinterven
tion.Incontrast,15%
ofDFan
d12%
ofOFIcasesdid
require
sign
ifican
tinterven
tion.T
hisfinding
Thecurren
tclassification
(DF/D
HF/D
SS)system
seem
sto
besuitab
le.
(continued)
COMPARING THE 1997 AND 2009 WHO DENGUE CASE CLASSIFICATIONS 629
Identifying dengue (case definition). Only one study dealtwith the question of whether the case definitions for D aremore useful to detect dengue compared with DF.14 Theresults—retrospectively based on 164 dengue cases com-pared with 200 other febrile illnesses (OFIs)—show for DF(as defined by the DF/DHF/DSS classification) a sensitivityof 95.4% and a specificity of 36.0% and for D (as defined bythe D/SD classification) a sensitivity of 79.9% and specificityof 57.0%. The study acknowledges that D/SD was not primar-ily designed for detecting dengue. When using an NS1 test, thesensitivity and specificity for both dengue case classificationsimprove considerably (Table 1).Identifying severe disease (case classification). Several studies
looked at sensitivity and specificity of D/SD and DF/DHF/DSS for identifying severe dengue. Sensitivity for detection ofsevere disease has been calculated by five studies,11,13,16,18,21
with results in the range from 59% to 98% for SD (as definedby the D/SD classification). The prospective studies11,13 esti-mate sensitivity at 88% and 98%, respectively. Specificity isestimated between 41% and 99% (99% for the prospectivestudy presenting values11). Sensitivity and specificity forDHF (as defined by the DF/DHF/DSS classification) rangebetween 24.8% and 89.9% and between 25% and 100%,respectively (sensitivity of 24.8% and 74% for the prospec-tive studies and 100% specificity for the prospective studypresenting data) (Table 2).In summary, comparing DF/DHF/DSS with D/SD, it seems
that, in most studies, D/SD turned out to be better in termsof sensitivity and specificity for distinguishing D and SD,which is summarized in the study in ref. 10 (here derivedfrom qualitative data: “the revised classification also provedto be more sensitive for timely recognition of severe disease”).WS for SD disease. Several studies looked at the value
of WS as predictors of severe disease. The study in ref. 11suggests that having at least five WS may be a good pre-dictor of severe disease; in particular, lymphocyte counts< 1,500 cells/mm3, platelet counts < 20,000/mm3, and raisedAST levels were associated with SD. However, in the studyin ref. 20, the three most common WS were lethargy,abdominal pain/tenderness, and mucosal bleeding. Also, nosingle WS alone or combined had a sensitivity of more than64% in predicting severe disease.20 Specificity was 90% forboth DHF and SD with persistent vomiting, hepatomegaly,hematocrit rise, and rapid platelet drop.20
In practice, however, it seems that WS are significantevents that are well-documented in medical charts,10 butusing WS as compulsory hospitalization criteria may wellincrease workload.Usefulness for triage and in outbreaks. The study in ref. 10
finds—with focus groups and questionnaires among clini-cians in 18 countries—that D/SD “was easily applicable inclinical practice, also seen to be useful for triage and casemanagement by medical staff, more frequently than theDF/DHF/DSS classification.” The study in ref. 15 analysesmedical charts of 274 confirmed dengue cases. When usingDF/DHF/DSS, more intensive treatment (with careful moni-toring and intravenous rehydration) was needed in 94 casescompared with 189 cases when using D+WS and SD ascriteria. Similarly, the study in ref. 17 calculates the require-ment for hospitalization increasing from 17.0% to 51.3%using D/SD. This finding is in agreement with the findingsin the study in ref. 18: “DF/DHF/DSS may save health care
TABLE1
Continued
Ref.
Authors
Year
Studytype
Focus
Large/
small*
Prospective/
retrospective
Country
Main
research
question
Methods
Results
Conclusion
specificityan
alysisof
each
componen
tof
DF/D
HF/D
SS
showstheheterogeneity
inseverity
ineach
disease
catego
ry.Inthisstudy,10
(76%
)of
13den
guecaseswithdocumen
tednarrow
pulsepressure
wereclassified
asDHFby
thecase
definitions.Twoofthreepatients
withDFwithhyp
otensionhad
sign
ifican
them
orrhagean
drequired
bloodtran
sfusion.
Significan
tdiscordan
cebetweenthe
grad
ingofDHFcasesbytheexpertan
dstrict
WHO
criteria
was
also
noted.
34
Wietenan
dothers
2012
Prospectively
collected
den
guecases
Comparing
DF/D
HF/D
SS
andD/SD
innon-endem
icsetting
Small
Prospective
TheNetherlands
withglobal
travelers
Theaim
ofthisstudy
was
toassessthe
applicabilityan
dben
efitsofD/SD
inclinical
practicefor
returningtravelers
Specificityan
dsensitivity
and
assessingthe
usefulnessin
predictingthe
clinical
course
ofthedisease
DF/D
HF/D
SS,compared
withD/SD,h
ada
marginally
higher
sensitivity
fordiagn
osing
den
gue.D/SD
had
aslightlyhigher
specificityan
dwas
lessrigid.D
+WSwas
admittedmore
often
than
those
patients
whohad
noWS(relativeratio=8.09;
95%
confiden
ceinterval=1.80–35.48).
Ethnicity,age,hyp
ertension,d
iabetes
mellitus,orallergieswerenotpredictive
oftheclinicalcourse
Forreturned
travelers,D/SD
did
notdifferin
sensitivity
andspecificityfrom
DF/D
HF/D
SSto
aclinically
relevantdegree.
Thegu
idelines
did
not
improve
iden
tificationof
severe
disease.
Thetable
showsincludedandexcludedstudiesaccordingto
thestudytype.Large,>500cases;medium,100–499cases;sm
all,<100cases.AST=aspartate
transaminase;NS1=nonstructuralprotein
1;CXR
=chestX
ray;N
/A=notapplicable;IT
U=intensive
therapyunit;IgM
=im
munoglobulinM;ELISA
=enzyme-linkedim
munosorbentassay;HI=hemagglutinationinhibition;OFI=otherfebrile
illnesses.
630 HORSTICK AND OTHERS
resources with its more stringent definition of a DHF caserequiring the most intensive hospital intervention.” How-ever, the same study points out that “the use of D/SDguidelines in this outbreak facilitated the early admissionof those with life threatening dengue disease for appropriateclinical management.”Ease of application by clinicians. Only two studies assessed
the ease of application by health personnel, with positiveresults overall for the D/SD classification: the study in ref. 10shows, with questionnaires and focus groups, that D/SD waseasily applicable in clinical practice more frequently thanthe DF/DHF/DSS classification; the former was also seen
to be useful for triage and case management by medicalstaff. The study in ref. 16 analyzed with interrater agree-ment methods how clinicians agreed with each other whenclassifying the same cases according to either D/SD orDF/DHF/DSS; the former had substantial agreement (k = 0.62,P = 0.001), and the latter had moderate agreement (k = 0.46,P = 0.001).Use in surveillance and research. No study examined the
use of D/SD compared with DF/DHF/DSS in the contextof dengue surveillance and/or reporting; the study in ref. 10argued that, with the improved description of cases andespecially, the improved sensitivity for severe cases, data
Figure 1. Flowchart of the systematic search for literature.
Table 2
Reported sensitivities and specificities for dengue severity
Ref. Authors Place Pro/Retro Sample size
D/SD (%) DF/DHF/DSS (%)
CommentsSensitivity Specificity Sensitivity Specificity
11 Basuki and others Indonesia Pro 145 88 99 74 100 Using a “clinical intervention tool”13 Prasad and others India Pro 56 98 NR 24.8 NR Comparing with “treatment levels”16 Narvaez and others Nicaragua Retro 544 92.1 78.5 39.0 75.5 Comparing with “clinical intervention levels”18 Siles and others Peru Retro 92 59 41 0 98 Comparing with “hospital level of care”21 Van de Weg
and othersIndonesia Retro 173 70.5 79.5 89.9 25 Comparing with “intensive
treatment intervention”
NR = not reported; Pro = prospective; Retro = retrospective.
COMPARING THE 1997 AND 2009 WHO DENGUE CASE CLASSIFICATIONS 631
collection for epidemiological returns should be improved.However, the study in ref. 16 concludes that the use inepidemiology needs to be evaluated.No study addressed whether D/SD has advantages or
disadvantages for research. The study in ref. 16 states thatits use in pathophysiological and epidemiological studies needsadditional evaluation.Because there were no studies identified that formally
evaluated D/SD compared with DF/DHF/DSS in these areas,we refer to the discussion section below, where expert opinions/viewpoints were also included.Additional results. Most studies conclude that additional
research needs to address unsolved questions, especially inlarger studies (locally adapted case definitions for diagnosingdengue in the absence of confirmatory laboratory testingand the predictive value of WS in outpatients and inpa-tients) and different settings.11,12
It has also been emphasized that training needs to beaddressed as well as the development of local clinical proto-cols for dengue.
DISCUSSION
Limitations. Because D/SD was only introduced in 2009,the number of studies available is surprising, probably under-lining the importance of this question. Nevertheless, thenumber of studies available for answering the study questionwas limited, and therefore, all available data in this study,including lower-quality studies and retrospective studies,had to be considered in this review. Only very few prospec-tive studies are available, and even fewer qualitative studieshave been reported. Regarding the quality of retrospectivestudies, it is often unclear if all data are available retrospec-tively to conduct such studies. Also, almost all studiesreviewed are on a secondary or tertiary level of care and notprimary care. Most studies are not in resource-poor settings.Furthermore, sample sizes are mostly small, and data fromAsian countries prevail.Publication bias is another concern, especially for the
expert opinion papers; therefore, they have been excludedfrom the analysis and are mentioned only in the discussion.Relative value of the two dengue case classifications. The
first question is which purpose does the classification serve:clinical care, surveillance, or research (see also ref. 29). Inthis section, we will consider these three main areas of appli-cation of the dengue case classification.For the clinical use of D/SD, the three prospective studies
dealing with this question confirm that D/SD has advan-tages in defining the severity of dengue cases.10,11,13 Theevidence is even stronger when considering sample size. Thestudy in ref. 10 is, by far, the biggest study in this context,conducted globally in 18 different dengue-affected coun-tries, and the study in ref. 11 is a medium-sized study. Thesensitivity and specificity analyses11,13,16,18,21 are equallyin favor of D/SD. However, this finding is no surprise,because the classification has been designed4 “to developa revised evidence-based classification that would betterreflect clinical severity.”The ability to distinguish D and SD—as it currently occurs
globally—is probably the biggest advantage of D/SD.Expert opinion underlines this finding. The studies in
refs. 26 and 29 argue—mainly with reference to the study
by Alexander and others4 and the study in ref. 10—thatD/SD offers a better categorization than the DF/DHF/DSS classification.In a letter responding to study,13 it has been queried
whether the classification is useful for predicting dengueseverity and also, if the application of the classification canbe considered to have an easy application.31
Clinical use of the classification also includes the use ofWS. It would be beneficial to have robust and validatedWS, but the level of evidence for most WS as establishedin D/SD is not very high, because large quantitative studiesare needed to establish the validity of single parametersand/or combinations of parameters in predicting the prog-ress to SD. This finding has been acknowledged by thetwo quantitative studies dealing with this question12,20 andthe expert opinions: responding to the study in ref. 20, ithas been mentioned that convincing studies about WSneed to be prospective and should include primary care.30
The WS, as defined in the D/SD framework, were consid-ered to require more specific definitions.22 Currently, largeglobal prospective studies are under way to help improvethe knowledge of the value of WS (International ResearchConsortium on Dengue Risk Assessment, Managementand Surveillance study (IDAMS) at http://ichgcp.net/clinical-trials-registry/NCT01550016 and Laboratory Diagnosis andPrognosis of Severe Dengue study at http://ichgcp.net/clinical-trials-registry/NCT01421732).The dengue case definition is important for diagnosing a
dengue case, especially when diagnosing without laboratoryconfirmation in resource-poor settings.14 The D/SD frame-work uses the same criteria for case definitions as definedby the DF/DHF/DSS framework (which is based on expertopinion), with some modifications also driven by expertopinion. However, it is well-known that using only clinicalcriteria for discriminating between different febrile illnessesis difficult or impossible. Similar to the WS, this questioncan only be addressed with large prospective global studies,which are under way (IDAMS study above).This finding leads to the question of whether a clinically
based dengue diagnosis and the application of WS can beuseful for triage. Some studies, based on qualitative argu-ments10 and expressing the viewpoints of clinicians, come toa positive answer; others refer to the fact that the ease ofapplication is also documented in studies.16 One retro-spective study argues that the caseload for hospitalizationincreases dramatically.15 However, the same study acknowl-edges that only 68% of cases with SD disease can be clas-sified with the DF/DHF/DSS framework. In other words,32% of cases are not classifiable and maybe missed, reflectingthe low sensitivity of DHF. This result has been summarizedin the study in ref. 18, which acknowledges that the work-load may potentially increase with the broad use of WS butthat cases with severe disease are correctly identified. Itseems that the application of the WS in the algorithm needsadjustment to the locally available resources, which was men-tioned in the WHO guidelines1: “depending on the clinicalmanifestations and other circumstances, patients may . . . bereferred for in-hospital management (Group B).” Whetherincreased admissions with early treatment may reduce severe/fatal illnesses needs to be analyzed as well.The expert opinion papers vary on this issue. One study22
supports the view that D/SD is beneficial for triage; another
632 HORSTICK AND OTHERS
study31 reports the excellent experience of using D/SD forgrouping of patients for additional management.It would be useful to see more studies using the algo-
rithms for treatment as suggested in the WHO guidelines1
and the Clinical Handbook on Dengue Management,9 withlocal adaptations in prospective studies—maybe in outbreaksituations—and use of qualitative methods to assess theusefulness of D/SD in real-life circumstances.No quantitative studies assessed the use of the D/SD versus
the DF/DHF/DSS classification in dengue surveillance andcase reporting. However, the difficulties in applying DF/DHF/DSS led to the development of multiple local adapta-tions and put global comparability at risk. Studies assessingthe use of D/SD in clinical settings argued that the improveddescription of dengue as it occurs globally, leading to morespecific categorizations according disease severity, shouldlead to improved reporting. Likewise, the opinion-basedpapers in this systematic review argue that D/SD23 “maybeuseful for surveillance and reporting” and provide the oppor-tunity of improved international comparison of data.26 How-ever, to confirm this answer, additional research is warranted.For the use of the D/SD classification as an outcome in
basic research or pathogenesis research, no quantitative datawere available.A viewpoint/opinion paper24 argues that “pathogenesis
research should be conducted as much as possible on care-fully defined categories of human disease response. Thisrequires splitting, not lumping.” This work was respondedto by a group of authors29 arguing that “DF/DHF/DSS wastoo complicated to use in clinical or public health settings,yet was not sufficiently precise for detailed pathogenesisstudies” and that “D/SD brings clarity, clinical and epide-miological utility, and the potential for development of moreprecise definitions of clinical phenotype for pathogenesisstudies.” Therefore, D/SD, with its three severity markers—severe plasma leakage, severe bleeding, and severe organmanifestation—can be further refined for basic research.Two other views were expressed: (1) quantitative studies
confirmed that the DF/DHF/DSS framework does not reflectlevels of severity10,17,19; and (2) critical evaluation of D/SD islimited to the use in basic research; however, this critical eval-uation is not based on specific studies, but is based on expertopinion only.23,24,27
Some studies suggest solutions—based on their analysis—to reclassify the dengue disease classifications (for example,introducing subgroups for dengue with organ failure). How-ever, it has to be underlined that these suggested solutionsare based on each individual study presenting individualsolutions15,17 and not the result of the highest available evi-dence for the particular study question, the latter being oneof the strengths of D/SD.25
In conclusion, this systematic review confirms—almost5 years after its introduction—that the D/SD classificationis able to detect disease severity with high sensitivity, thusassisting clinical management and potentially, contributing toreducing dengue mortality.The limitation of not having more appropriate studies avail-
able is also a result of this study, with the urgent call for studiesto be designed prospectively and include primary care.Diagnosis of dengue by clinical parameters only continues
to be a challenge. It is recommended to await the findingsof the ongoing large clinical studies for a possible adap-
tation of case definitions and WS. Furthermore, it is rec-ommended to study the performance of D/SD for triage,especially in outbreak situations. For surveillance and globalreporting, a unified classification system with accurate infor-mation on disease severity would be advantageous.For pathogenesis research, the D/SD classification may open
new opportunities, with a fresh look at underlying pathologynow that the spectrum of disease is better described.
Received November 21, 2013. Accepted for publication February 19,2014.
Published online June 23, 2014.
Financial support: No funds were received for this systematic review.T.J., A.K., and S.R.R. are partly funded by European Union GrantFP7-281803 IDAMS. JF is funded by the Wellcome Trust.
Authors’ addresses: Olaf Horstick, Institute of Public Health, Uni-versity of Heidelberg, Heidelberg, Germany, E-mail: [email protected]. Thomas Jaenisch, Department of Infectious Dis-eases, Section Clinical Tropical Medicine, University HospitalHeidelberg, Heidelberg, Germany, E-mail: [email protected]. Eric Martinez, Instituto de Medicina Tropical, PedroKuori, La Habana, Cuba, E-mail: [email protected]. Axel Kroeger,Community Medicine, Liverpool School of Tropical Medicine,Liverpool, United Kingdom, and Special Programme for Researchand Training in Tropical Diseases, World Health Organization,Geneva, Switzerland, E-mail: [email protected]. Lucy Lum ChaiSee, Department of Paediatrics, Faculty of Medicine, University ofMalaya, Kuala Lumpur, Malaysia, E-mail: [email protected] Farrar, Wellcome Trust, Oxford, United Kingdom, E-mail:[email protected]. Silvia Runge Ranzinger, Consultant, PublicHealth,Ludwigsburg,Germany,E-mail: [email protected].
This is an open-access article distributed under the terms of theCreative Commons Attribution License, which permits unrestricteduse, distribution, and reproduction in any medium, provided theoriginal author and source are credited.
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