CTT Ver. 2 FINAL

CONTACT TRACING TRAINING
(COVID-19)
Disclaimer: The topics discussed in this presentation are a combination of general principles, draft and existing policies circulated for guidance to implementers.
The document can be modified as needed based on the need per area and target audience. As a request, kindly cite the organizations and offices listed below
whenever you will be planning to use this presentation.
3/9/22 Epidemiology Bureau 1

Department of Health, Philippines
Training Objectives
At the end of the activity, the participants will be able to:

 Discuss contact tracing, its definition, goals, steps and
identify contact tracing members;
 Identify the forms used in surveillance and contact tracing
 Identify and enumerate the indicators of the Temporary
Treatment and Monitoring Facilities;
 Enumerate the flow of reporting to the CHD SOCCSKSAREN
Region;

Training Content
• Module 1: Contact Tracing Basic Course Overview

• Module 2: Data Management
-Forms (CIF, Close Contact Line List)
-COVIDKAYA Information System
-Temporary Treatment and Monitoring
Facility (TTMF)
• Module 3: Flow of Reporting

Training Methodology
• Lecture
• Discussion
• Audio-Visual Presentation

Module 1:
DEFINITION, GOALS AND STEPS
IN CONTACT TRACING
Contact Tracing is a monitoring process
 People in close contact with someone who is infected with a virus, such as
the COVID-19, are at higher risk of becoming infected themselves, and of
potentially further infecting others.
 Closely watching these contacts after exposure to an infected person will

help the contacts to get care and treatment and will prevent further
transmission of the virus.

Goals of Contact Tracing
 To interrupt ongoing transmission and reduce spread of an infection
 To alert contacts to the possibility of infection and offer preventive

counseling or prophylactic care
 To offer diagnosis, counseling and treatment to already infected individuals
 If the infection is treatable, to help prevent re-infection of the originally

infected patient
 To learn about the epidemiology of a disease in a particular population

Relevance of contacts in novel diseases and outbreaks
 Contact Tracing is…

• used for control of endemic diseases, it is also a critical tool for investigating
new diseases or unusual outbreaks
• used to determine if suspect cases are linked to known cases of the disease,

and to determine if secondary transmission is taking place in a particular
community.

Local Contact Tracing Team
Structure
STEERING COMMITEE:
Lead: City/Municipal Health Officer
At least 1 trained contact tracing personnel for every 800 population
At least 1 active BHERT for every 1000 individuals
Co-Lead: City/Municipal PNP
BHERTS: LCCT Members Functions
Steering • Mobilization of resources needed for contact tracing
-Executive Officer Committee •Completeness and correctness of contact tracing data
-Barangay Tanod •Coordination between C/MESUs and BHERTs
-2 Health Workers
Augmented by: BHERTs On patient Navigation:
-Physicians •Home visits
•Report cases back to LGU
-Nurses On Contact Tracing:
-Midwives •Home visits to trace close contacts
-Sanitary Inspectors •Health education to close contacts
-Population Officers •Collect close contact profiles
-BFP staff •Classify close contacts and assess risk level of exposure
•Monitor close contacts under home quarantine
-P/C/MDRRMO Staff
-Volunteers
Who is a Close Contact?
Date when confirmed case first had a Date when

sign or symptom confirmed case
(Fever, cough, respiratory signs and declared as
symptoms) RECOVERED
OR tested positive (if asymptomatic)
2 days before
onset
0 XX Days after onset of illness
Close Contacts:
Individuals who cared for, lived, worked, travelled, and transacted with confirmed COVID-19 case during
this time period

Close Contact?
1. Face to face contact with a confirmed case within 1 meter and for more
than 15 minutes. (was with a confirmed case in an enclosed space for at
least 2 hours)
2. Direct physical contact with a confirmed case.
3. Direct care for a patient with probable or confirmed COVID-19 disease
without using a proper personal protective equipment.

Understanding Contact Tracing
Contact Tracing Process at the local level
Reported Assess for the
ONLY Home-based
Suspect/ following: Quarantine and for
Identify PNP with Local
Confirmed 1.Presence of daily monitoring
contacts Health Authorities
COVID-19 YES sign or
(ESU) generate the
Case symptom
list of close
2.Identify if
contacts, locate Home-based Quarantine +
Close contact is a COVID-19 Testing
them, further
Contact? health worker
identify and profile
other close
Health Facility
contacts and Isolation
Provide information classify as follows: +
on infection COVID-19 Testing
NO
prevention and
control *Algorithm for close contact definition, assessment,
testing and referral in following slides
Contact Tracing Team
DOH-CHD Local Government Unit
Three Basic Steps in Contact Tracing
1. Contact identification: Once someone is considered as a suspect case,
contacts are identified by asking about the person’s activities and the
activities and roles of the people around them since onset of illness. Contacts
can be anyone who has been exposed to an infected person: family members,
work colleagues, friends, or health care providers, and the community.
2. Contact listing/profiling: All persons considered to have contact with the
infected person should be listed as contacts. Efforts should be made to
identify every listed contact and to inform them of their contact status, what
it means, the actions that will follow, and the importance of receiving early
care if they develop symptoms. Contacts should also be provided with
information about prevention of the disease. In some cases, quarantine or
isolation is required for close contacts either at home, or in hospital.
3. Contact follow-up: Regular follow-up should be conducted with all contacts
to monitor for symptoms possible for COVID-19
Step 1: Case Investigation and Contact Identification
KEY CONSIDERATION
 Laboratory confirmation should not delay the initiation of contact tracing
 Case and contact interviews should be conducted in a safe and conducive
environment to establish trust and rapport between the team, case, family
and community.
 The members of the Investigation Team should be persons trained in contact
tracing, and interviewing (e.g., actively listen, know how to ask probing
questions, show empathy, adjust the interview based on the case’s or family
members’ emotional state, etc.).
 Probing questions should be dependent on the culture and local
customs/activities in the area and should focus on the period when the case
developed symptoms.

 Questions should be designed to elicit the names of:
• People with direct physical and sexual contact
• All people who lived with the case (alive or deceased) since symptom onset in the
same household
• All people who visited the case (alive or deceased) since symptom onset (e.g., at
home, healthcare facility)
• All places the case visited since symptom onset (e.g., work, pharmacy, place of
worship, extended family, traditional healers)
• All healthcare facilities visited by the case and all healthcare workers who cared for
the case
• In the event that the case is a healthcare worker, all patients and colleagues of this
healthcare worker.
• In the event that the case has died, all persons who had contact with the deceased
person, including those who attended burial ceremonies
• Anyone else who might have been exposed to the case

 It may be helpful to use a calendar or specific dates, such as local holidays, to help
potential cases recall activities.
 When COVID-19 cases are first notified of their status, fear can inhibit their ability to recall
persons with whom they have had contact. Including psychosocial support staff on the
Investigation Team may help to reassure the case, and thereby facilitate contact
identification.
 During initial contact tracing, it may be helpful to split the Investigation Team so that one
group focuses on healthcare contacts and one focuses on community contacts. However, it
is important to maintain strong communication between teams, and to remember that
there may be overlap between community and healthcare contacts.
 Finding all contacts can be a logistical challenge. Common difficulties include: contacts
without addresses, locations with no street names, use of personal nicknames, countries
with no national identification program (e.g., no licenses, or birth certificates). Some
solutions to these problems have included engaging community leaders to help find where
contacts live and enlisting the help of cell phone companies to track contacts through
Global Positioning Systems (e.g. STAYSAFE, google map, GIS, etc).

Step 2: Contact Listing / Profiling
 Any person considered to have had a potential COVID-19 exposure and
meeting the contact definition criteria should be listed as a contact,
using the Close Contact Line Listing Form [Annex C]

KEY CONSIDERATION
 The first meeting with a contact is critical. It should be conducted by an
Epidemiology and Surveillance Unit (ESU) staff and preferably in
conjunction with psychosocial support. It is essential that trust is built
during this meeting. To facilitate this, the Contact Follow-up Team that
will be assigned to the contact should ideally be introduced during this
meeting so that the contact knows who will be visiting them.

 The process of informing the contact of their status can be traumatizing
and should be done with tact and empathy.
• Avoid using alarming information, such as “COVID-19 has no
treatment” or “COVID-19 has a high case fatality rate”.
• Focus on the benefits of being a contact:
• Symptoms do not necessarily mean they have COVID-19 but the system
allows them access to immediate medical care and prompt COVID-19
testing, as per protocol.
• If they are COVID-19 positive, they get immediate treatment, which can
increase the chance of survival.
• If they are COVID-19 negative, they will get the testing and medical care
they need, as available

 Reduce the risk of infecting family, neighbors, community, etc.
 Critical role in breaking the chain of transmission in their
community/region

Step 3: Contact Follow-up
 The Contact Follow-up Team performs contact follow-up through daily visits
with the contact at a predetermined location and time. Contact Follow-up
Teams should ideally be assigned to the same contact for all 14 days of
follow-up.
 During the daily visits, Contact Follow-up Teams will evaluate the health
status of the contact by direct observation and by asking at least the
following two questions: 1) How are you feeling? 2) Have you had a fever or
other signs and symptoms? This information should be recorded on the
COVID-IS Close Contact Tab – Follow up function.

KEY CONSIDERATION
 It is essential that the Contact Follow-up Team work to build rapport with the contact in the
first few meetings. Building trust with contact is essential.
 Contacts who are not seen by the Contact Follow-up Team should be identified and
prioritized until they are found.
 A contact may be unwilling to continue the follow-up process so that he or she can maintain
activities of daily living. Discourage contacts to go to work or engage in any activities that will
put other and him/herself at risk. Measures that can be used to overcome this pressure
include:
• Engage community leaders about the importance of the follow-up process and ask for their
support.
• Work with psychosocial workers and social mobilization teams so that they can provide mental
and psychosocial support.
• Explore local solutions to adapt to needs of the community (e.g., create incentives to participate).
Note that if these are offered, people who are not actually contacts may come forward.
• Provide basic supplies such as food, water, soap, and buckets.

 Managing of contacts who developed symptoms of COVID-19
• Contact tracer will inform the local epidemiology and surveillance (LESU) staff
and initiate testing then repeat the process.
 Contact Discharge
• Contacts should be seen and interviewed on the 14th day of follow-up and, in
the absence of any symptoms compatible with COVID-19, the contacts can be
discharged from the contact follow-up process. Contacts who have not been
seen on day 14 require priority follow-up daily until they are found. No contact
can be discharged from follow-up without having been seen and evaluated on
the 14th day or later.

What to Prepare Prior to Interview or monitor
 List of close contacts for assessment and/or monitoring

 Profile of confirmed case (full name, date of onset of illness or sample was
collected, travel history, list of close contacts)
 Monitoring team to monitor possible symptoms that may manifest during
the period of isolation or quarantine. This will be done daily.
 Copy of required forms
 Paper to jot down or means to document the information
 Additional equipment for monitoring team will be thermometer
 DO NOT USE A RECORDER to document the interview
 A Calendar (for initial and next visits)

What to Do During the Interview and monitor
 Introduce yourself and the agency you are from

 Validate that you are calling the correct individual
 Explain the purpose of the call
 Document permission to proceed with the interview
 Complete information in the Close Contact Profile Form
 Provide the following information:
• Provide information about the disease and preventive measures
• If he shall be tested or not
• Quarantine vs Isolation
• Who will contact then for the daily monitoring. Tell them that their temperature will be
checked daily
• Office and number the close contact may call for additional queries
 Thank them for the interview
What to Do After the Interview
 Encode the information

 Check and report which close contacts were traced and assessed
 For close contacts not traced or assessed, who and why
• Cannot contact the individual because number was incorrect, not answered,
call rejected, etc.
• If close contact refused the interview, note reason for refusal

Appropriate PPE for Contact Tracing
 Staff who will interview Confirmed/Suspect cases through phone/video

calls: NO PPE needed
 Staff who will interview Confirmed cases in person: surgical masks, social
distancing at least 1 meter, conduct outside/open areas as possible and
confirmed cases should wear surgical mask.
 Staff who will interview asymptomatic contacts of COVID-19: surgical
masks, social distancing at least 1 meter, conduct outside/open areas as
possible
 Staff who will interview asymptomatic contacts of COVID-19 (enter
household): surgical masks, social distancing at least 1 meter, noncontact
thermometer, avoid touching anything in the household.

Module 2:
DATA MANAGEMENT IN CONTACT
TRACING
Form A:
Case Investigation Form

2019 Coronavirus Disease (CoViD-19)
Guidelines in Filling Out

▪ ▪Write the house number, lot name,
For a municipality, specify the legal name of
▪▪ andWrite
Write thenumerical
the
building name
name,of as
the street
code where
of the
applicable.administrative
the municipality.
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name
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cellphone to of the
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situated.
case if
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home San Jose
if the
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the
SOCCSKSARGEN
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state the ofname
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province if available.
the city.
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Ex. Juan
Metropolitan
Ex. dela Manila
02-8-xxxxxxx
Ex. Bataan Cruz St./ Brgy. Luwalhati
▪
▪ Ex. Ex. abc@xyz.com
Ex.Pasig
09xxxxxxxxx
This refers to the address of a
house that is owned by the case
or by the family of the case. Write the full date interview
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▪CURRENT the
▪ lastrefers
legally
Sex name ofthe biological
(Month
recognized
to (in word), Date,
sex Year)
that isOccupation
ADDRESS:
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case.
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name to theName,
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alphanumeric combination
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01/01/1990
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not have
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first name
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corresponding tocomma the biological sex of the
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and all
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Ex: “None”.
Emmanuel, Jr. OR Juan, III
Ex.
3/9/22 Epidemiology Bureau
Philippines,
institution,USA, Italy, UK 40
▪ Write the complete name of the employer.
▪ Write the occupation of theofcase. Occupation
where refers to the
▪ An employer is a▪ person,
Specify the name
company, the place
or organization. the case is employed
▪ If an employer activity undertaken by the case to earn his livelihood.
is a person, write his or her full name in this
▪ Refer to the 2012 Philippine Standard Occupational Classification
format (First name, Middle Name or at least Middle Initial,
as written in Annex A.
Surname)
▪ Write the house ▪ ▪number
For ▪ For
cases
Write aname
and/or
who
the municipality,
building
are notthe
of specify
yetname, as the
working
street andlegal
applicable.
where name
arehouse
the oflocated.
the municipality.
duly enrolled
is in an
Ex. Angelica Pinlac Co orthe
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legal name of the province.
▪ ▪ Building
Write the name name ▪may of
Write the
▪ ▪
refer For a
country.
to thecity,
name
academic institution,number
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the telephone
the state
ofthe
cellphone legal name
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write number
of theof of in
case
“Student”. the the city.
employer
the officeif ifavailable.
available.
▪ If an employer is a company, write the duly registered name of
building, apartment, school, church, mall, shopping center,
the company.
sports
▪ center, gym, food establishment, market, recreational
If an employer is an organization, write the duly registered name
center, commercial
Epidemiology
3/9/22 of Bureaucenter, etc.
the organization.
41
• Travel history refers ▪to history of travel,
Port of exit refersvisitto theor work
country in other
of departure.
countries with a known ▪ COVID-19 transmission
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name refers
of the to the numeric
country where part
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case flight
came code
from which
prior to is
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usually
arriving upthe
in to Philippines.
4 digits
case has a travel history within 14 days prior to onset of illness or
▪ ▪ ▪Date of departure refers tonumeric
thecollection
exactpart
date of departure from
date of consultation/admission InVessel
cases number
orconnection
of date of refers to
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flights, specify allof the
ofthe
the countries, alongthe
vessel identification
with
case; otherwise put a port
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the ofon
number exit.
of city, inwhich
the
arrival space
the
refers isto(normally
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corresponding
exact 7 digits.`
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Philippines. in the form
complete flightMM/DD/YYYY
number or vessel number.
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Airline vessel refers to the name the date
of the flight carrierin the
(Ex: form MM/DD/YYYY
Philippine Airlines, Cebu Pacific, etc.).

▪ Write the name of the people who had in contact with the case.
▪ Write the contact number of the contacts of the case.
▪ The list of the contacts is not limited into three only. Use the back
▪ Exposure parthistory
o the Case • If
refers thehistory
to case had
Investigation a contact
ofForm whento
exposure with
there a are
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more COVID-19
people to
COVID-19 Case, write the
▪ If the14 case visited a place with ansigns
established localproceed
transmission of this
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case bedays
listed.
before Ifdate
the the in the
onset of
response form MM/DD/YYYY
inand
5.3 symptoms
is Yes, wheninthe exposure
filling up.happened.
▪ check
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▪ the
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(these) ) date(s)
canprovided
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any of
refer(s) tothe to Yesdate(s)
thefollowing
specific if the when the case is in the
▪ If
casethehascase andid not visit
exposure Ex. a 04/05/2020
history;placeotherwise
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put a check local
on transmission
the space ( ) of COVID-19, put
specified
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there no 5.10.
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check on ( ) No. to No. ▪ Specify the name ofwrite “None”.
the place that the case had visited.
▪ Specify • If the case
the entirecannot
duration of stay
recall or in sure
not the place
about his exposure history,
▪▪ If
If the
the case
case cannot
is notEx. ▪
identify
sure aboutIf interviewing
if his
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place of hisinformant
or herwrite
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travel
“Uncertain” hascan’t provide thelocal
an established detail,
January
write 21, 2020; January
“Uncertain” after 21-25, 2020all means to obtain the
exhausting
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after putting a▪give check your temporarily
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or checkunknown
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the place.the information once the
If interviewing
information. an informant and he or she can’t provide the detail,
▪ Put a check on ( ) Unknown case iforonlya more
if youreliable informant an
are interviewing is available.
informant and he or she
temporarily write unknown but update the information once the case or
cannot provide a detailed exposure history. Temporarily, check this but update the
a more reliable informant is available.
Epidemiology Bureau
detailsDepartment
3/9/22 once the case, or a more reliable informant, is available.
of Health, Philippines
43
▪ Put a check on the space ( ) before the word Yes, if there is
▪ Put any historyonofthe
a check other spaceillnesses.
( ) before the word Yes, if the case is pregnant.
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a check ononthethe space
space ( )( before
) before the the word
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the case.
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▪
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word No,
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as a case.
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shall be based on the disposition at time of interview.
▪▪ Date a of admission refers
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taken a of consultation
check
in the on refers
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format mm/dd/yyyy. to ifthe
the time
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facility but
attending
and/or
space symptom(s) physician
( ) before thewere as
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felt. risk pregnancy.
▪ ▪ Writereporting
was not admittedunit/ hospital.
or was sent home
the complete
If the case is not pneumonia, date in theput form mm/dd/yyyy
a check on the space ( )
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Putfever,
▪ before
For the complete
a check date in the
on ( ) Discharged formcase
if the mm/dd/yyyy.
has been discharged either from a health
the write
word on No.the blank provided the temperature in C.
o
▪ facility or aon non-health facility isolation

▪ Write additional radiologic findings on if
Put a check the space ( ) provided any
the of the
space following is present:
provided.
▪ ▪Put a check on ( ) Died if case was reported a fatality
Cough
▪ ▪Put Sorea check
throat on ( ) Unknown, if disposition is unknown (case not interviewed)
▪ Colds
▪ Shortness/difficulty of breathing
▪ The type of specimen can either only be a
serum, oropharyngeal/ nasopharyngeal
swab, or others.
▪ Identify the type of the submitted
specimen by putting a check on the space
▪ During the time when the CIF was ( )conceived,
provide. only RITM was the reference laboratory
▪ Write
providing confirmatory ▪the
testing forresult of the test on the space provided.
COVID-19.
If the response is others, specify the type
▪ Currently, subnational ▪ andTestother
resultpublic
can either be positive
and private or negative
laboratories haveonly.
been accredited by
of specimen by writing on the remaining
the▪ Department
If specimen of ▪ There
collection
Health. wasmay be specimen/s
done, write the datemarked by the laboratory as “not fit for
▪ Regardless whether spacethe in the field. submitted the specimen to RITM or to
hospital
of specimen
▪ Regardless whether collection testing”. Please
on the indicate
allotted space so if this was noted.
another laboratory, specify in the allotted space (or
the hospital submitted the specimen to RITM to__/
__/ another
__) the date
( __/ __/ __)
laboratory, specifyfor eachthe ▪ date
This
typedata should becollected
ofsubmission
of specimen updated
of the after release
specimen in the of result space
allotted using the COVID
3/9/22 Epidemiology Bureau when the specimen is received in the laboratory. 46
Department of Health, PhilippinesKaya app
Close Contact Line list Form Contact detail(s) or number(s) of
the close contact
Unique ID either IS generated or manually
generated
Specified
Last Name: Surname of the close contact gender at
First Name: Give Name of the close contact the time of
Middle Name: close contact mother’s maiden birth
name
Present age Date of first With or
of the close exposure of the without
contact close contact to a symtoms
known suspect (Yes or No
The date of birth of the close contact COVID-19 case:
Month (First) Month (First)
Present place of residence of the close Day (Second)
contact - Suggested to be written in this Day (Second)
Year (Third) Year (Third)
manner:
MUNCITY, Barangay, Purok/Zone/Street,
number (if any)

Health Care Worker Risk Assessment
 Done for health care workers who cared for or attended to a confirmed
case
 Forms\Form_HealthCareWorker_WHO-2019-nCov-HCW_risk_assessment-
2020.1-eng (1).pdf

Who is a Health Worker Who was at High Risk?
 DID NOT ALWAYS:
• Use PPE
• Remove and replace PPE according to protocol
• Perform hand hygiene before and after touching a COVID-19
patient or the patient’s surroundings, performing procedures, and
exposure to body fluid
• Decontaminate high-touch surfaces frequently
 Had any accident with biological material

Algorithm for the
Identification,
Assessment, and
Management of Close
Contacts

Module 3:
FLOW OF REPORTING
Reports
 Temporary Treatment and Monitoring Facility (TTMF)
Tracker;
 COVIDKAYA App;
 Contact Tracing Report
3/9/22 Epidemiology
Department of Health,Bureau
Philippines 75
CONTACT TRACING TEAMS:
LGU STAFF,PNP,BFP + DOH-HRH
To be reported: MESU/CESU
TTMF Tracker Person responsible:

DMO IV
COVID KAYA App- update for MHO/CHO  Coordinate with
cases LGU STAFF + PHA LESUs
Contact Tracing Report  Consolidate the data
from LESUs
 Analyze the
consolidated data
PESU  Make
recommendation out
DMO V of the consolidated
Person responsible: data
PHO  Report to the next
LGU STAFF + PHA higher level
RESU ARD
EB
3/9/22 Epidemiology
Philippines 76
DOH Provincial Health City Health
Hospitals Offices Offices PDOHO
DILG 12 RESU 12
RTF RIATF 12 CHD 12 EOC
OCD12
FICT-VisMin EB
3/9/22 Epidemiology
Philippines 77
Actions
 Good coordination with partners to yield a harmonized
data;
 Submit verified and complete data and reports to the
responsible offices/agencies on a daily basis;
 Submission of daily data and reports to the DOH
National Office by DOH CHD SOCCSKSARGEN Region.
3/9/22 Epidemiology
Philippines 78
QUESTIONS???
3/9/22 Epidemiology
Philippines 79

CTT Ver. 2 FINAL

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CONTACT TRACING TRAINING

3/9/22 Epidemiology Bureau 1

At the end of the activity, the participants will be able to:

3/9/22 Epidemiology Bureau 2

• Module 1: Contact Tracing Basic Course Overview

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 Closely watching these contacts after exposure to an infected person will

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 To interrupt ongoing transmission and reduce spread of an infection

 To alert contacts to the possibility of infection and offer preventive

 To offer diagnosis, counseling and treatment to already infected individuals

 If the infection is treatable, to help prevent re-infection of the originally

 To learn about the epidemiology of a disease in a particular population

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 Contact Tracing is…

• used to determine if suspect cases are linked to known cases of the disease,

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Date when confirmed case first had a Date when

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 List of close contacts for assessment and/or monitoring

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 Introduce yourself and the agency you are from

 Encode the information

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 Staff who will interview Confirmed/Suspect cases through phone/video

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Case Investigation Form

Guidelines in Filling Out

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▪ facility or aon non-health facility isolation

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 Had any accident with biological material

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TTMF Tracker Person responsible:

RTF RIATF 12 CHD 12 EOC

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