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TB CASE MANAGEMENT AND CONTACT INVESTIGATION INTENSIVE NOVEMBER 1-4, 2016 Curry International Tuberculosis Center, UCSF 300 Frank H. Ogawa Plaza, Suite 520 Oakland, CA; Office (510) 238-5100 EFFECTIVE WAYS OF INTERVIEWING LEARNING OBJECTIVES Upon completion of this session, participants will be able to: 1. Demonstrate techniques to improve communication during a tuberculosis interview 2. Understand and demonstrate the components of a TB interview 3. Develop an effective plan for a TB interview 4. Demonstrate strategic ways to locate TB patients and their contacts 5. Identify when it is important to conduct re-interviews 6. Understand and demonstrate the use of clustering and social network methods to expand a contact investigation INDEX OF MATERIALS PAGES 1. Effective ways of interviewing – slide outline Presented by: Renee Simmons-Wilkins 1-20 SUPPLEMENTAL MATERIALS none

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Page 1: EFFECTIVE WAYS OF INTERVIEWING · EFFECTIVE WAYS OF INTERVIEWING. LEARNING OBJECTIVES Upon completion of this session, participants will be able to: 1. Demonstrate techniques to improve

TB CASE MANAGEMENT AND CONTACT INVESTIGATION INTENSIVE NOVEMBER 1-4, 2016

Curry International Tuberculosis Center, UCSF 300 Frank H. Ogawa Plaza, Suite 520 Oakland, CA; Office (510) 238-5100

EFFECTIVE WAYS OF INTERVIEWING

LEARNING OBJECTIVES

Upon completion of this session, participants will be able to:

1. Demonstrate techniques to improve communication during a tuberculosis interview

2. Understand and demonstrate the components of a TB interview

3. Develop an effective plan for a TB interview

4. Demonstrate strategic ways to locate TB patients and their contacts

5. Identify when it is important to conduct re-interviews

6. Understand and demonstrate the use of clustering and social network methods to expand a contact investigation

INDEX OF MATERIALS PAGES

1. Effective ways of interviewing – slide outline Presented by: Renee Simmons-Wilkins

1-20

SUPPLEMENTAL MATERIALS

none

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Effective Ways of Interviewing1

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Renee Simmons-Wilkins

By the end of the training, participants will be able to:1. In class, demonstrate techniques to improve

communication during a tuberculosis (TB) interview

2. Understand and demonstrate the components of a TB interview

3. Develop an effective plan for a TB interview4. Demonstrate strategic ways to locate TB

patients and their contacts

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Effective Ways of Interviewing2

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

5. Identify when it is important to conduct re-interviews

6. Understand and demonstrate the use of clustering and social network methods to expand a contact investigation

Establish rapport

Provide TB education

Identify contacts

Determine the infectious period 

Identify where transmission has occurred

Identify which contacts are high risk and need follow up

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Effective Ways of Interviewing3

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Having a planned “agenda”

Using open‐ended questions

Establishing rapport

Keeping control of the conversation

Paraphrasing

Reflecting

Clarifying

Having an interpreter

Which of the techniques below can improve communication?

Closed-Ended Questioning: Requires only a “yes” or “no” response

Can you tell me…? 

Do you…? 

Are there…?

Have you ever…?

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Effective Ways of Interviewing4

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Requires MORE THAN a “yes” or “no” response

Who…? 

What…? 

When…?

Where…? 

How…? 

Why…? 

Describe…

Open-Ended Questioning:

Can you tell me when you had your last TB test?  

Do other people live here?

Do you have friends?

Have you ever worked?

Did you have an HIV test?

Do you use recreational drugs? 

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Effective Ways of Interviewing5

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Here’s what we know:• A 30-year-old white male • Hospitalized• Positive smear• Culture pending• Positive drug screening for opiates

Use only open-ended questioning to obtain more information

Introduction

Body

Conclusion

Follow‐up

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Effective Ways of Interviewing6

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

How would you introduce yourself?

How would you explain your purpose?

How would you establish rapport?

What would you do to gain the patient’s confidence?

How would you discuss confidentiality?

How would you identify and resolve problems?

How would you go about providing TB education? 

What would you do to reinforce the treatment plan?

What methods would you use to assess and encourage adherence?

What type of interviewing strategies would you use to obtain contact information?

How would you check in to find out if the patient has further questions?

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Effective Ways of Interviewing7

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

What main points would you summarize?

How would you reinforce the earlier discussion of confidentiality?

How would you end this TB interview?

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Effective Ways of Interviewing8

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

When do you plan?

Why do you plan?

How do you plan?

Safety?

What resources do you use to locate a patient and 

contacts?

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Effective Ways of Interviewing9

TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Trying different times of the day

Chatting with kids who love to talk 

Finding the nosy neighbor

1. Review all records

2. Prioritize investigation activities

3. Map out field activities 

4. Gather and prepare essential materials

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

What  is a re‐interview?

An interview after the first meeting with the patient

A planned interview

Can be done by another staff member

Can be conducted one or more times 

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

When is it important to conduct a re‐interview?

Obtain additional information 

Identify additional and/or missed contacts

Enhance upon your case investigation

Develop stronger trust and rapport

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

In this exercise, you each will play the role of the• Patient• Interviewer

A group of people involved in common behaviors or activities such as:

Common behaviors(drug or alcohol use, prostitution)

Common activities    (floating card games, selling drugs)

Same places    (church, work, beauty salons,  dialysis center)

Other connections that promote disease transmission?

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Social networking reduces the emphasis on individuals and focuses on the “group” and places in which infection might exist.

A planned interview with a contact to a case

A method of identifying other possible places of transmission

A strategy to widen or narrow an investigation 

A technique to prove or disprove the  patient’s side of the story

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

There is insufficient contact information

You feel that the patient is not being truthful or forthcoming

You feel that there are additional sites of transmission that have not been identified

To practice identifying additional locations and contacts using a social network and clustering approach

To practice a cluster interview 

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

A 32‐year‐old male with one child

Substance user

July 2015:

Onset of cough and weight loss 

Diagnosed with bronchitis 

Rob’s infectious period: July 2015 – September 2016

September 2016:

TST negative and chest x‐ray with right upper lobe cavity consistent with pulmonary TB

Sputum AFB smear and positive cultures for M. tb

HIV status unknown

Isolated in hospital for 4 weeks

Currently on the standard 4TB drug regimen

Facilitator will play three roles:• Original patient (Rob)• Good information source person #1• Good information source person #2

Ask the facilitator questions to identify places and people

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

One place identified:

Homeless shelter

Total number of contacts identified:  2

Additional places identified:

Minnie’s  house

Blake’s house

Dining hall

De Casa Liquors

Total number of contacts identified: 50

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Cases and contacts were only known by “nicknames”

Multiple interviews conducted

Little identifying and locating information  

Complements traditional contact investigation approach

Identifies additional contacts 

Interrupts disease transmission 

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Effective interviewing is an essential ingredient to TB control efforts 

Properly planning and executing interviews and contact investigations are important in establishing priorities and identifying contacts at high risk 

Re‐interviews identify additional information and are instrumental to a thorough investigation 

Social networking and clustering identifies sources of information and potential places of transmission

1. California Department of Public Health and California Tuberculosis Controllers Association.  Joint Guidelines for Tuberculosis Treatment and Control in California.  2001. http://www.ctca.org/guidelines/index.html

2. Center for Disease Control.  MMWR.  Essential Components of TB Prevention and Control Program.1995. http://www.cdc.gov/mmwr/pdf/rr/rr4411.pdf

3. New Jersey Medical School National Tuberculosis Center. Performance Guidelines for Contact Investigation: The TB Interview‐Supervisor's Guide for the Development and Assessment of Interviewing Skills, Course materials for the Effective TB Interviewing and Contact Investigation, and TB Interviewing for Contact Investigation: A Practical Resource for the Healthcare Worker. Available at http://www.umdnj.edu/ntbc.

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

4. New Jersey Medical School National Tuberculosis Center.  Tuberculosis Field Investigation: A Resource for the Health Care Worker.  2004.

5. Center for Disease Control.  Guidelines for the investigation of contacts of persons with infectious tuberculosis. MMWRMorb and Mortal Wkly Rep. 2005; 54 (RR‐15): 1‐62. 

Center for Disease Control for original materials adapted for some of the course content

California Department of Public Health Services Sexually Transmitted Disease Control Branch

Local Tuberculosis Control programs in California

California Department of Public Health Tuberculosis Control Branch

Curry International Tuberculosis Center

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TB Case Management and Contact Investigation IntensiveNovember 1-4, 2016Curry International Tuberculosis Center

Please contact: 

Renee Simmons‐Wilkins

Phone: (209) 684‐1540

[email protected]