| (a) Quality assurance protocol tools |
| | Tool number | Tool name | Description and how to use | Format |
| | QA protocol-1 | Cooperative agreement | The original version of the TB surveillance section of the cooperative agreement. | PDF |
| | QA protocol-2 | QA written protocol-requirements | A table that lists all of the cooperative agreement requirements for TB surveillance and sources for information. | Word |
| | QA protocol-3 | QA written protocol-guide | A guide to help jurisdictions write their own protocol. | Word |
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| (b) Case detection tools |
| | Tool number | Tool name | Description and how to use | Format |
| | Case detection-1 | TB program area module (TB PAM) flow chart | Flow chart to help with patient search. This flow chart was created initially to emphasize the importance of always searching for a patient within TB PAM so that duplicate patient records are not created. This flow chart also outlines the process for creating “Provider Verified” cases and addresses approval and rejection of notification. | Word |
| | Case detection-2 | Notification process | Flow chart that shows a tiered notification process for TB case notification. This flow chart identifies (1) what role each person (with a particular TB PAM right) has in the notification process and what happens when a notification is rejected or approved. Only TB program managers (a nurse within the TB program) creates a notification, and it must be approved by the TB Program Central Office Epidemiologist before it is sent to CDC for case counting. | Word |
| | Case detection-3 | TB suspects weekly report | This report is generated weekly for all suspects reported in TB PAM through Friday of the previous week. Suspects are classified as a case or not a case within 56 days from the date of report. There is a built-in calculation that calculates 56 days from the date of report (when the date of report is entered). All suspects that are past due (over 56 days) require a followup from one of the Central Office Nurse Consultants. | Excel |
| | Case detection-4 | Case verification and treatment status | Table that indicates case verification and treatment status. This spreadsheet is used to monitor treatment progress with the goal of completing treatment within 12 months. There are built-in calculations for 3, 6, 9, and 12 months from treatment start that are populated when the date therapy started is entered. Case verification is included to help identify how long treatment is anticipated for. | Excel |
| | Case detection-5 | Decline in reported tuberculosis cases survey | Sample survey to investigate decline in reported TB cases. | Word |
| | Case detection-6 | Counted tuberculosis case verification report | Form that indicates counted TB case verification. | PDF |
| | Case detection-7 | Investigation process for underreporting of TB | Table that provides a process for investigating underreporting of TB data. | Word |
| | Case detection-8a | TB case closeout letter | Sample letter to accompany TB case close list (tool 8b) and TB case closeout form (tool 8c). | Word |
| | Case detection-8b | TB case close list | List by jurisdiction indicating TB case closeout status. | Excel |
| | Case detection-8c | TB case closeout form | Form for confirmation/signature of number of TB cases. | Word |
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| (c) Accuracy tools |
| | Tool number | Tool name | Description and how to use | Format |
| | Accuracy-1a | Data accuracy checklist | A checklist for reviewing RVCT data for accuracy | Word |
| | Accuracy-1b | Data accuracy checklist CDC SAS code | SAS code corresponding to the data accuracy checklist, accuracy tool-1a, and is based on CDC RVCT variable names. | Word |
| | Accuracy-1c | CDC TB surveillance RVCT data dictionary | Data dictionary for interpreting the CDC RVCT variable names used in data accuracy checklist CDC SAS code, accuracy tool-1b | Excel |
| | Accuracy-2 | Options for prioritizing medical chart reviews when resources are limited | Various options to help prioritize medical chart reviews when resources are limited. | Word |
| | Accuracy-3 | RVCT surveillance database audit form | Checklist for checking the accuracy of RVCT. | Word |
| | Accuracy-4 | Accuracy checklist for sputum culture conversion | Table to indicate number of days for culture conversion by jurisdiction. This applies to cases that are sputum culture positive only. There are built-in calculations that calculate the date, that is, 30 and 60 days from treatment start (once the date therapy started is entered). There is also a built-in calculation for the number of days that it took for sputum culture conversion. This helps identify those patients who did not meet the National Tuberculosis Indicators Project (NTIP) Objective of converting their sputum culture within 60 days of treatment initiation. | Excel |
| | Accuracy-5 | Nucleic acid amplification test (NAAT) comparisons | Comparison of NAAT tests. | Excel |
| | Accuracy-6 | RVCT calculated variables | RVCT calculated variables algorithm for calculating vercrit. | Word |
| | Accuracy-7 | 2009 RVCT form with public health information network (PHIN) variable identification | 2009 RVCT form with PHIN variable identification by RVCT question number to use as a reference for report codes. | PDF |
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| (d) Completeness tools |
| | Tool number | Tool name | Description and how to use | Format |
| | Completeness-1 | Source list for locating RVCT data | Source document to locate information for each item on the RVCT. | Word |
| | Completeness-2 | Therapy status | Table to indicate therapy status by 12-month interval. This spreadsheet is used to monitor treatment progress with the goal of completing treatment within 12 months. There are built-in calculations for 3, 6, 9, and 12 months from treatment start that are populated when the date therapy started is entered. This tool targets the NTIP objective of treatment completion within 12 months. | Excel |
| | Completeness-3 | Culture and drug susceptibility status | Table to indicate culture and drug susceptibility status by jurisdiction. This report shows the susceptibility results for isoniazid, rifampin, pyrazinamide, and ethambutol. This shows those cases that are multidrug-resistant TB and also those who have an unknown or blank susceptibility report. This is for all culture-positive TB cases. This tool targets the NTIP objective of drug susceptibility reporting. | Excel |
| | Completeness-4 | TB Program area module (TB PAM) | Flow chart that shows the TB PAM process (initiation of RVCT through case closure). This flow chart was created for the TB PAM from initiating the RVCT to closing a case. This flow chart also identifies the responsible person(s) for the various steps. | Word |
| | Completeness-5 | Data abstraction instructions | Detailed procedures for RVCT quality control queries. | Word |
| | Completeness-6a | RVCT variables used in NTIP | List of the RVCT variables used in the NTIP indicator calculation. | PDF |
| | Completeness-6b | RVCT variables used in NTIP spreadsheet | Spreadsheet of the list of the RVCT variables used in the NTIP indicator calculation. | Excel |
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| (e) Timeliness tools |
| | Tool number | Tool name | Description and how to use | Format |
| | Timeliness-1a | Building blocks—schedule for entering RVCT data | Timeline table. This is a building-block diagram addressing what RVCT variables should be entered and identifies the time frame when those variables should be entered. This helps field staff know when information should be available and when the state central office expects it to be entered. | Word |
| | Timeliness-1b | Schedule for entering RVCT data | Timeline table similar to timeliness tool 1a. It is in a table format rather than the graphic of the building blocks. | Word |
| | Timeliness-2 | Quarterly case summary | Document that summarizes timeliness measures and objectives for a predetermined set of TB patients. Predefined case outcome objectives are presented for that particular set of TB patients. | Excel |
| | Timeliness-3 | Timeliness data dictionary | Description of the data used to calculate timeliness measures for analysis. These measures are used to determine completion of state objectives. | Word |
| | Timeliness-4 | 2010 Final verbal case counts and data submissions | Spreadsheet for case count. | Excel |
| | Timeliness-5 | Timeline for reporting TB data to CDC | Timeline for reporting TB cases and final TB data transmissions to CDC. | PDF |
| | Timeliness-6 | Typical weekly data availability chart | Typical weekly data availability by day of the week. | PDF |
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| (f) Data security and confidentiality tools |
| | Tool number | Tool name | Description and how to use | Format |
| | Data security and confidentiality-1 | Standards for data security and confidentiality | List of minimum standards to facilitate data sharing and use of surveillance data for public health action. | Word |
| | Data security and confidentiality-2 | Initial assessment of TB program data security and confidentiality | Guide for the initial assessment of TB program’s data security and confidentiality. | Word |
| | Data security and confidentiality-3 | Checklist for ongoing assessment of programs | Comprehensive checklist for assessing data security and confidentiality. | Word |
| | Data security and confidentiality-4 | Data security and QA checklist | A TB program’s checklist for data security and QA. | Word |
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| (g) Other tools |
| | Tool number | Tool name | Description and How to Use | Format |
| | Other-1 | QA protocol example | Four-phase process for entering RVCT data, to conduct quality control, and ensure timeliness in reporting. | Word |
| | Other-2 | QA in surveillance literature sources | References for quality assurance of surveillance data. | Word |
| | Other-3 | 2009 trending guidance | Mapping the old RVCT data to the new RVCT data and diagrams to illustrate the following three RVCT items:
(i) 16—site of disease,
(ii) 22A—X-ray,
(iii) 46—type of health care provider.
This document provides a visual explanation of the transition between old and revised RVCT variables. Mapping shows the user exactly how the definitions of previous variables match up with the new ones. | Word |
| | Other-4 | Cohort review preparation | Timeline for planning and conducting a cohort review session. Includes preparation timeline and job responsibilities. Determines when participants need to be notified of scheduled events leading up to the cohort review session. | Word |
| | Other-5 | TB case/suspect QA review form | A checklist to use when reviewing TB cases/suspects. | Word |
| | Other-6 | TB review and QA schedule | Quality assurance schedule for various reviews of TB cases/suspects. | Word |
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