Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register...

92
Chapter Five Practical application of patient monitoring tools: country and project examples

Transcript of Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register...

Page 1: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Chapter Five

Practical application of patient monitoring tools: country and

project examples

Page 2: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

CHAPTER FIVE

PRACTICAL APPLICATION OF PATIENT MONITORING TOOLS: COUNTRY AND PROJECT EXAMPLES

Many countries and projects have created their own versions of the patient cards, registers and reporting forms. While in general the examples presented in this chapter contain the same basic elements outlined in these guidelines, they differ in how and how often data are collected and in the format of the forms used. This reflects the varied data collection needs and resources. There is obviously freedom to use different formats including a full patient chart; to collect additional data; and to adapt the forms to the country's clinical guidelines (for example, if no INH prophylaxis is routinely provided for HIV patients there should be no column on the card). It is important to standardize the system nationally with allowances for collecting more data or different formats for patient cards or charts. With the large resources available for some facilities, point-of-service flexibility is a good principle if a strong routine national system can still be built if there is standardization around collection and reporting based on the minimum data set and the internationally agreed indicators and definitions. In a simplified system, which limits paper and health worker time required for data recording, there is often a laminated form to assist the clinical review; the health worker then records key treatment data and relevant information on a card. Other details of an acute illness might be recorded in a patient-held card or exercise book. A more elaborate recording system would retain and record all positives and negatives of clinical review and detailed treatment data. This requires a full chart and space for chart storage with prompt retrieval for patient care. A review of various patient record systems showed a wide range in the number of pages per patient visit from 0.05 (multiple visits on a single card) to 8 pages. The following is a compilation of country and project examples of forms currently being used and adapted in the field, including a brief description of how these forms have been adapted.

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Thyolo District, Malawi These are monitoring tools that have been piloted and used in Thyolo District, Malawi since April 2003 and have now been introduced in all district outpatient ART clinics. This simple system focuses on patient outcomes and is based on the TB model of reporting and evaluating. Patient master record card

Patients are issued personal identity cards and the facility keeps patient master cards, both carrying the same basic information. Regular follow-up of patients allows for monthly collection of information on the master cards monitoring weight, functional status, side-effects, adherence, and patient outcomes (alive, dead, defaulted, stopped, transfer out).

ART register While the system does not currently make use of a pre-ART register, a simple ART register has been developed. For now, master cards are filed by the quarter in which the patient started on ART.

Quarterly cohort analysis The system uses both cross-sectional and cohort analysis to monitor treatment outcomes: Quarterly ARV cohort analysis of patient master cards is carried out retrospectively. Treatment outcome, functional status and adherence rates are documented for the last month of the quarter as soon as the quarter ends. Outcome data for this cohort are analysed every three months.

Cumulative cohort analysis Cumulative ARV quarterly analysis is a cross-sectional analysis of all cohorts. This is also carried out quarterly, but allows for an analysis of all patients who have ever started on treatment and yields information on patient outcome totals (described above). However, as the programme continues and the number cohorts increases, the cumulative analysis of these cohorts, particularly if paper-based, may become problematic. This could be solved by carrying out the cumulative analysis at 6 or 12 months, or transitioning to an electronic system.1

1 Harries DH, Gomani P, Teck R, et al. Monitoring the response to antiretroviral therapy in resource-poor settings: the Malawi model. Transactions of the Royal Society of Tropical Medicine and Hygiene, 2004, 98: 695-701.

Page 4: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 5: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

PA

TIE

NT

MA

STE

R R

EC

OR

D C

AR

D F

OR

AR

V:

Uni

que

AR

V N

umbe

r C

KW

/ AR

V/0

1___

_

Yea

r

200

4___

____

__

Nam

e_M

r Jos

hua

Phi

ri___

____

____

____

____

___

Age

34_

_

Sex

M__

_

In

itial

Wt (

Kg)

48_

___

Tr

ansf

er-In

(Y/N

) N

____

_

Add

ress

(phy

sica

l / P

O B

ox)

TA M

tem

ba, n

ear C

hikw

awa

Bom

a, C

hikw

awa

Dis

trict

____

____

____

____

____

____

____

____

____

____

____

____

Nam

e of

iden

tifia

ble

guar

dian

Mr J

ohn

Phi

ri___

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

Dat

e of

sta

rting

1st li

ne A

RV

regi

men

(spe

cify

d4t

/3TC

/NV

P fo

rmul

atio

n) J

ul 1

4 -d

4T-3

0mg_

R

easo

n fo

r AR

V:

Sta

ge II

I (P

neum

onia

)___

____

__

Dat

e of

sta

rting

alte

rnat

ive

1st li

ne A

RV

regi

men

(spe

cify

) ___

____

____

_

Dat

e of

sta

rting

2nd

line

AR

V re

gim

en (s

peci

fy)_

____

____

____

____

___

Out

com

e st

atus

O

f tho

se a

live

Am

bula

tory

W

ork/

scho

ol

Sid

e ef

fect

s A

RV

Giv

en

yr

mon

th

Dat

e W

t K

g

A

D

DF

Sto

p

TO

Sta

rt

Sbs

S

witc

h

Am

b B

ed

Yes

N

o Y

N

No.

Pill

s in

B

ottle

P

G

AR

V n

ot

give

n

200_

- ja

n

fe

b

m

ar

ap

r

mai

jun

20

04

jul

14

48

X

X

X

X

X

X

au

g

28

49

X

X

X

X

X

4

X

se

p 26

50

X

X

X

X

X

2 X

oct

24

51

X

X

X

X

PN

4 X

nov

de

c

An

nex C

1. M

ala

wi p

ati

en

t m

aste

r re

co

rd c

ard

Ou

tco

me s

tatu

s:

A=

aliv

e o

n A

RV

dru

gs; D

=dead -

whate

ver

the c

ause; D

F=

defa

ult -

not seen in thre

e m

onth

s; S

top=

sto

pped tre

atm

ent due

to s

ide e

ffects

/oth

er;

TO

=tr

ansfe

r-out to

anoth

er

AR

V tre

atm

ent unit

Of

tho

se a

live:

Sta

rt=

on first lin

e r

egim

en; S

bs=

substitu

te -

changed to a

ltern

ate

first lin

e r

egim

en; S

witch=

changed to s

econd lin

e r

egim

en

Am

bu

lato

ry:

Am

b=

able

to w

alk

to/a

t tr

eatm

ent unit a

nd w

alk

s a

t hom

e u

naid

ed; B

ed=

most of tim

e in b

ed a

t hom

e

Wo

rk/s

ch

oo

l:Y

es=

engaged in a

t pre

vio

us w

ork

/em

plo

ym

ent or

at school

Sid

e e

ffects

: If Y

es, specify –

YE

S-P

N=

periphera

l neuro

path

y; Y

ES

-HP

=hepatitis; Y

ES

-SK

=skin

rash

No

. P

ills

in

bo

ttle

: If p

atient com

es a

t 4 w

eeks c

ount num

ber

of pill

s in b

ottle

(8 p

ills o

r le

ss =

95%

adhere

nt)

AR

V g

iven

/no

t g

iven

: tick w

heth

er

AR

V thera

py g

iven in the a

ppro

priate

colu

mn P

=patient,

G=

guard

ian; if n

o A

RV

, th

en indic

ate

why

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Annex E2. Malawi ART register

An

nex

B2

. M

ala

wi

AR

T r

egis

ter

AR

V

Reg

istr

ati

on

Nu

mb

er

Yea

rQ

ua

rter

Da

te o

f

reg

istr

ati

on

Na

me

Sex

Ag

eA

dd

ress

Da

te

firs

t

sta

rted

AR

V

dru

gs

Rea

son

for

sta

rtin

g

AR

V

dru

gs

Na

me/

Ad

dre

ss o

f

Gu

ard

ian

AR

V

Tre

atm

ent

Un

it

Rea

son

fo

r st

art

ing A

RV

Dru

g:

Sta

ge

III,

Sta

ge

IV, C

D4

co

un

t <

20

0/m

m3, S

tag

e II

wit

h T

LC

< 1

200

/mm

3, T

ub

ercu

losi

s, T

ran

sfer

-in

Qu

art

ers:

1 =

Jan

ua

ry t

o M

arc

h:

2 =

Apri

l to

Ju

ne:

3 =

Ju

ly t

o S

epte

mb

er:

4 =

Oct

ob

er t

o D

ecem

ber

Page 7: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

An

nex

B2

. M

ala

wi

AR

T r

egis

ter

Ou

tco

me

(pro

vid

e d

ate

wh

en p

ati

ent

cha

ng

es

ou

tco

me

fro

m a

liv

e)

Of

tho

se a

liv

e (p

rov

ide

da

te

wh

en c

ha

ng

e fr

om

sta

rt)

Am

bu

lan

tA

t w

ork

or

(in

ch

ild

ren

at

sch

oo

l)

Dru

g a

dh

eren

ce

> 9

5%

Rem

ark

s

Ali

ve

Dea

dD

efa

ult

Sto

pT

ran

sfer

Sta

rtS

ub

stit

ute

Sw

itch

Yes

No

Yes

No

Yes

No

Ali

ve

- a

liv

e o

n A

RV

dru

gs:

Dea

d -

wh

ate

ver

th

e ca

use

: D

efa

ult

- n

ot

seen

in

th

ree

mo

nth

s: S

top

- s

top

ped

tre

atm

ent

du

e to

sid

e ef

fect

s/o

ther

: T

ran

sfer

- t

ran

sfer

-ou

t to

an

oth

er A

RV

tre

atm

ent

un

it

Sta

rt -

on

fir

st l

ine

reg

imen

: S

ub

stit

ute

- c

ha

ng

ed t

o a

lter

na

te f

irst

lin

e re

gim

en:

Sw

itch

- c

ha

ng

ed t

o s

eco

nd

lin

e re

gim

en

Am

bu

lan

t -

yes

/no

: A

t w

ork

or

sch

oo

l -

at

pre

vio

us

or

new

em

plo

ym

ent

for

ad

ult

s

Ad

her

ence

> 9

5%

- p

ill

cou

nts

of

8 t

ab

lets

or

less

wh

en p

ati

ent

com

es f

or

rev

iew

Page 8: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

A

RV

QU

AR

TE

RL

Y

CO

HO

RT

AN

AL

YS

IS

FO

RM

*

NA

ME

OF

TR

EA

TM

EN

T U

NIT

__

__

__

__

__

__

_

T

hy

olo

DH

CO

HO

RT

[sp

ecif

y t

he

yea

r an

d t

he

quar

ter]

__________ 2003, Q

2

Tota

l num

ber

of

pat

ients

init

iall

y r

egis

tere

d f

or

AR

V i

n t

he

cohort

___116

Yea

r in

whic

h e

val

uat

ion i

s ta

kin

g p

lace

:_______________________2003

Dat

e at

whic

h e

val

uat

ion i

s ta

kin

g p

lace

_______________________ J

uly

10

th

Of

tota

l n

um

ber

reg

iste

red

in

th

e co

hort

:O

f to

tal

nu

mb

er r

egis

tere

d i

n t

he

coh

ort

:

Num

ber

Ali

ve

and o

n A

RV

ther

apy___________________106 (9

1%

)

[Ali

ve

and o

n F

irst

lin

e re

gim

en_______________101]

[Ali

ve

and o

n A

lter

nat

ive

firs

t li

ne

regim

en________5]

[Ali

ve

and o

n S

econd l

ine

regim

en_______________0]

Dea

d _

_____________________________________ 6

Def

ault

ed___________________________________ 0

Sto

pped

____________________________________ 4

Tra

nsf

erre

d o

ut

to a

noth

er t

reat

men

t unit

__________ 0

Of

those

Ali

ve:

Of

those

Ali

ve:

Num

ber

A

mbula

tory

___________106

At

work

___________ N

o i

nfo

rmat

ion

Wit

h s

ide

effe

cts

_

__________ 1

4

Wit

h P

ill

count

in b

ott

le 8

or

less

________ 6

3/6

3

N

ote

: P

ill

cou

nt

in b

ott

le 8

or

less

is

equ

ivale

nt

to 9

5%

adh

eren

ce N

ote

: P

ill

cou

nt

in b

ott

le 8

or

less

is

equ

ivale

nt

to 9

5%

adh

eren

ce

An

nex C

3. E

xam

ple

of

Mala

wi co

ho

rt a

naly

sis

*So

urc

e: H

arr

ies A

D. S

calin

g u

p A

RV

thera

py: In

tegra

tion o

f T

B a

nd H

IV. H

IV/A

IDS

Unit, M

inis

try o

f H

ealth, M

ala

wi.

Page 9: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Th

e cu

mu

lati

ve

an

aly

sis

nee

ded

of

ten

qu

art

ers

regis

tere

d f

or

AR

V t

her

ap

y b

etw

een

Ap

ril

2003 a

nd

Sep

tem

ber

2005*

Cohort

s

1+

2+

3+

4+

5+

6+

7+

8+

9+

10

Cohort

s

1+

2+

3+

4+

5+

6+

7+

8+

9

Cohort

s

1+

2+

3+

4+

5+

6+

7+

8

Cohort

s

1+

2+

3+

4+

5+

6+

7

Cohort

s

1+

2+

3+

4+

5+

6

Cohort

s

1+

2+

3+

4+

5

Cohort

s

1+

2+

3+

4

Cohort

s

1+

2+

3

Cohort

s

1+

2

Cohort

1

Cum

ula

tive

anal

ysi

s

Cohort

10

Cohort

9C

ohort

9

Cohort

8C

ohort

8C

ohort

8

Cohort

7C

ohort

7C

ohort

7C

ohort

7

Cohort

6C

ohort

6C

ohort

6C

ohort

6C

ohort

6

Cohort

5C

ohort

5C

ohort

5C

ohort

5C

ohort

5C

ohort

5

Cohort

4C

ohort

4C

ohort

4C

ohort

4C

ohort

4C

ohort

4C

ohort

4

Cohort

3C

ohort

3C

ohort

3C

ohort

3C

ohort

3C

ohort

3C

ohort

3C

ohort

3

Cohort

2C

ohort

2C

ohort

2C

ohort

2C

ohort

2C

ohort

2C

ohort

2C

ohort

2C

ohort

2

Cohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1C

ohort

1

2005:

q4

2005:

q3

2005:

q2

2005:

q1

2004:

q4

2004:

q3

2004:

q2

2004:

q1

2003:

q4

2003:

q3

Yea

r an

d q

uart

er i

n w

hic

h e

ach

coh

ort

is

evalu

ate

d:

base

d o

n T

hyolo

Dis

tric

t H

osp

ital

pre

dic

tion

sC

ohort

s ar

e

num

ber

ed

from

1 t

o 1

0,

wit

h f

irst

cohort

bei

ng

all

pat

ients

regis

tere

d f

or

AR

V t

her

apy

bet

wee

n

Apri

l an

d

June

2003,

the

seco

nd

bei

ng p

atie

nts

regis

tere

d

bet

wee

n J

uly

and

Sep

tem

ber

,

and s

o o

n

An

ne

x C

4.

Ma

law

i c

um

ula

tiv

e c

oh

ort

an

aly

sis

*So

urc

e: H

arr

ies A

D, et al. C

ohort

analy

sis

for

monitoring the r

esponse to a

ntire

troviral th

era

py in r

esourc

e-p

oor

settin

gs: th

e M

ala

wi m

odel

2004. D

raft.

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Page 11: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Western Cape Province, South Africa The system developed in the Western Cape, South Africa is based on three levels of information: individual patient management through clinical record-keeping using patient-held and facility-based patient cards; facility-based record-keeping through the use of registers; and cohort monitoring through quarterly treatment reports. For a complete list of monitoring tools and instructions, please refer to the Western Cape ART rollout resource website: http://www.epi.uct.ac.za/artrollout/. Patient card encounter form

The patient encounter form is a different presentation of the summary page in the WHO HIV care / ART card and is the most successful and well-validated component of the system.

Pre-ART and ART registers The pre-ART and ART registers are very similar to those presented in the WHO system, with the exception that the Western Cape pre-ART register also tracks CD4 count and the ART register tracks viral load and CD4 count.

Monthly report (including drug regimen breakdown) The monthly report is a more simplified version of the WHO quarterly report, and the treatment cohort report, like the ART register, includes viral load and CD4 count summaries.

Treatment cohort report and completed report The completed treatment cohort report form is based on pilot data collected from sites representing a 24-month history.

Patient transfer form The patient transfer form presents an example of information that may be collected to transfer a patient between facilities.

Page 12: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Visit date

Visit type

Date next visit

Stage

Weight

Height / BSA (child) | | | | | Bloods taken

CD4 (CD4%)

Viral Load

HB

PLT

Neut

TLC x 1000

Triglycerides

Cholesterol

Glucose

ALT

RPR

Chest X-ray

Referred / hospitalised

FP / Condoms / Pap FP CON PAP FP CON PAP FP CON PAP FP CON PAP FP CON PAP

1

2

3

4

5

6

TB symptoms

Months on TB Rx

TB M / C / S

Months on ART

Months on regimen

Pill count In Out In Out In Out In Out In Out

ARV1

ARV2

ARV3

ARV4 or other

ARV5 or other

ARV6 or other

other

other

INH

Cotrimoxazole

Fluconazole

Adverse event / grade

Adverse event / grade

Captured Date Date Date Date DateART 4

/ /

/ / Nurse Doctor

/ / / / / / / / Nurse Doctor Nurse Doctor Nurse Doctor Nurse Doctor

/ / / / / / / /

HIV

con

ditio

ns /

OI's

/ TB

Oth

er

resu

ltsM

edic

atio

n, in

cl. A

RVs

and

pro

phyl

axis

Page 13: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

CD4

CD4

CD4

CD4

CD4

CD4

Page

Out

com

e __

____

_D

ied/

Lost

/

TFO

/

ART

____

___

Dat

e

Adult FemaleAdult Male

Child < 14yo FemChild < 14yo Male

Valu

e

D

D/M

M/Y

YVa

lue

DD

/MM

/YY

Valu

e

D

D/M

M/Y

YVa

lue

DD

/MM

/YY

Valu

e

D

D/M

M/Y

YVa

lue

DD

/MM

/YY

Fold

er #

ID/

/

/

/

/

/

/

/

/

/

/

/

/

/

Fold

er #

ID/

/

/

/

/

/

/

/

/

/

/

/

/

/

Fold

er #

ID/

/

/

/

/

/

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/

/

/

/

/

/

/

Fold

er #

ID/

/

/

/

/

/

/

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/

/

/

Fold

er #

ID/

/

/

/

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/

/

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/

Fold

er #

ID/

/

/

/

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/

/

/

/

/

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/

/

/

Fold

er #

ID/

/

/

/

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/

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/

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/

Fold

er #

ID/

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/

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/

/

/

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/

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/

Fold

er #

ID/

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Fold

er #

ID/

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/

Fold

er #

ID/

/

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/

/

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/

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/

/

/

Fold

er #

ID/

/

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/

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/

/

/

/

/

/

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/

/

Fold

er #

ID/

/

/

/

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/

/

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/

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/

Fold

er #

ID/

/

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/

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/

/

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/

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/

Fold

er #

ID/

/

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/

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Fold

er #

ID/

/

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Fold

er #

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/

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er #

ID/

/

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er #

ID/

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/

1818 19 20

Patie

nt's

Nam

e, S

urna

me,

fold

er n

umbe

r and

ID n

umbe

r

171698 145 15121

1514131211108 9 16 171 2 3 4 5 6 7

201943 1311106 72

BD

DOB

------

-D

D/M

M/

YY

Date

VC

T---

----

DD

/MM

/ YY

AC

E

Mon

th a

rriv

ing

at th

e cl

inic

Date

st

arte

d in

car

e at

clin

ic

(DD

/MM

)

Age

& G

ende

r

TOTA

LS

Com

men

ts

Page 14: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

12

45

78

910

11

Page

Died

/ Lo

st/ T

FO

____

___

Date

Adult FemaleAdult Male

Child < 14yo FemChild < 14yo Male

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer In

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer In

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer In

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

Fold

er #

IDY

YM

MD

D/

/

TOT

EXP

FLR

VLD

VLS

RIP

TFI

FLR

VLD

VLS

CD

DC

DA

RIP

TFI

FLR

VLD

VLS

CD

DC

DA

RIP

TFI

SLR

LTF

SLR

LTF

SLR

LTF

STO

TFO

STO

TFO

STO

TFO

Out

com

e

TOTA

LS

Coho

rt Date

st

arte

d (D

D/M

M)

Age

& G

ende

r

Prior ART (P)MTCT/ (H)AART

Funding source: (S)tate / (O)ther

Pregnant when starting ART

Starting regimen

WHO stage

Viral Load

At 1

2m

onth

s:(R

epor

t on

even

ts b

etw

een

6 &

12

mon

ths)

At 3

mon

ths:

(Rep

ort o

n ev

ents

bet

wee

n st

artin

g AR

V's

& 3

mon

ths)

CD 4 Count

At 6

mon

ths:

(Rep

ort o

n ev

ents

bet

wee

n 3

& 6

Mon

ths)

CD4

Viral load

Viral load

Viral load

CD4

1

2 43 1311106 7 19

2

20

3 4 5 6 7 8 12 13 16 19189 10 1711 14 15

Patie

nt's

Nam

e, S

urna

me,

fold

er n

umbe

r and

ID n

umbe

r

171698 145 15121 ART 5a18

20

Adu

lt 1s

t Lin

e R

egim

ens

Adu

lt 2n

d Li

ne R

egim

ens

Paed

. 1st

Lin

e R

egim

ens

Paed

. 2nd

Lin

e R

egim

ens

Stop

cod

es

1a(3

0) =

d4t

(30)

-3TC

-EFV

1a

(40)

= d

4t(4

0)-3

TC-E

FV

1b(3

0) =

d4t

(30)

-3TC

-NVP

1b

(40)

= d

4t(4

0)-3

TC-N

VP

1c

= AZ

T-3T

C-N

VP

1d

= AZ

T-3T

C-E

FV

1e

= 1N

=

non-

stan

dard

regi

men

2a =

AZT

-ddI

-LPV

/r (<

60kg

) 2a

2 = A

ZT-d

dI-L

PV/r

(>=6

0kg)

2b

=

2c =

2d

=

2N =

non

-sta

ndar

d re

gim

en n

oted

in

com

men

ts

P1a

= d4

t-3TC

-EFV

P1

b =

d4t-3

TC-N

VP

P1c

= AZ

T-3T

C-N

VP

P1d

= AZ

T-3T

C-E

FV

P1e

= d4

T-3T

C-L

PV/r

P1f

= AZ

T-3T

C-L

PV/r

P1g

= d4

T-3T

C-R

TV

P1h

= AZ

T-3T

C-R

TV

P1i

=

P1N

= n

on-s

tand

ard

P2a

= AZ

T-dd

I-LPV

/r

P2b

= AZ

T-dd

I-NVP

P2

c =

AZT-

ddI-E

FV

P2d

= AB

C-d

dI-L

PV/r

P2

e =

ABC

-ddI

-NVP

P2

f =

ABC

-ddI

-EFV

P2

g =

P2

N =

non

-sta

ndar

d

S1

Toxi

city

/ sid

e ef

fect

s S2

C

ontra

indi

catio

n - p

regn

ancy

S3

Tr

eatm

ent f

ailu

re

S4

Poor

adh

eren

ce

S5

Hos

pita

lisat

ion

/ too

ill

S6

Dru

g ou

t of s

tock

S7

Pa

tient

reas

on

S8

Oth

er p

atie

nt d

ecis

ion

S9

Plan

ned

inte

rrupt

ion

S10

Oth

er

Page 15: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

1314

1516

1719

2021

2223

2526

2728

2931

3233

3435

36

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer In

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer In

Regimen

Outcome (R)IP/(L)TF/(T)FO

Transfer InFL

RVL

DVL

SC

DD

CD

AR

IPTF

IFL

RVL

DVL

SC

DD

CD

AR

IPTF

IFL

RVL

DVL

SC

DD

CD

AR

IPTF

I

SLR

LTF

SLR

LTF

SLR

LTF

STO

TFO

STO

TFO

STO

TFO

Com

men

tsR

egim

en c

hang

es

TO

TALS

/

//

/

/

//

/

/

//

/

/

/

/

/

Transfer to the follow-on register

/

//

/

/

//

/

New

regi

men

/

Reas

on fo

r sw

itch

__

____

__Da

te

New

regi

men

/

Reas

on fo

r sw

itch

__

____

__Da

te

/

/

/

//

/

/

//

/

/

//

/

At 2

4 m

onth

s:(R

epor

t on

even

ts b

etw

een

18 &

24

mon

ths)

At 1

8 m

onth

s:(R

epor

t on

even

ts b

etw

een

12 &

18

mon

ths)

CD4

Viral load

1Viral load

Viral load

At 3

0 m

onth

s:(R

epor

t on

even

ts b

etw

een

24 &

30

Mon

ths)

CD4

CD4

2 3 4 5 6

/

//

/

/

/

7

/

/

/

/

8/

/

/

/

/

//

/

12

/

//

/

/

/

/

//

/

16

/

/

1918

16 171 2 3 4 5 6 7 108 99 10 17

/

//

/

/

/

1111 12

/

/

1313

/

/

1414

1515

/

/

ART 5b

18 19 2020

Rea

sons

for

regi

men

cha

nges

(s

ubst

itutio

ns a

nd s

witc

hes)

1

Toxi

city

2

Pre

gnan

cy

3 R

isk

of p

regn

ancy

4

New

TB

5

Cha

nge

in p

roto

col

6 D

rug

out o

f sto

ck

7 O

ther

pat

ient

reas

on

8C

linic

al T

reat

men

t Fai

lu9

Imm

unol

ogic

al T

reat

me

10V

irolo

gica

l Tre

atm

ent F

a

Page 16: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Year District

Month Facility

Date Reported Completed by

On ART Due to start On ART Due to start

d4T (30) / 3TC / EFV - 1a(30)

d4T (40) / 3TC / EFV - 1a(40)

AZT / 3TC / NVP - 1c P1c

AZT / 3TC / EFV - 1d P1d

Other first line ( )

Other first line ( )

AZT / ddI / LPV/r (<60kg) - 2a1

AZT / ddI / LPV/r (>=60kg) - 2a2

Total remaining in care

Past month Cumulative Past month Cumulative

Cross-sectional % remaining in careTotal remaining in care / Cummulative number started on ART x 100

Notes relating to drug availability and need for emergency procurement

ART 1

Other second line ( )

Started on ART

d4T (30) / 3TC / NVP - 1b(30)

d4T (40) / 3TC / NVP - 1b(40)

General notes

Other second line ( )

Monthly ART reporting form with regimen details

ChildrenAdults

P2a

% %

At end of monthAt end of month

P1a

P1b

Page 17: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex D5. Western Cape quarterly treatment cohort report form

Facility: Adults or children:

Treatment Cohort Q1 '04 Q2 '04 Q3 '04 Q4 '04 2004 Q1 '05 Q2 '05 Q3 '05 Q4 '05 2005 Q1 '06 Q2 '06 Q3 '06 Q4 '06 2006

Number non-naive commenced (EXP)

Number of ART-naive patients commenced (TOT)

Number of ART-naïve male

Number of ART-naïve female

Number with CD4 below 50/ul or 20% TLC

Continuing first-line regimen (FLR)

On second line regimen (SLR)

Treatment discontinued (STO)

Viral load done (some projects) (VLD)

Viral load < 400 copies/mL (if applicable) (VLS)

Died (RIP)

Lost to follow-up (LTF)

Transferred out (TFO)

Transferred in (TFI)

Continuing first-line regimen (FLR)

On second line regimen (SLR)

Treatment discontinued (STO)

CD4 counts done (CDD)

CD4 counts above 200 cells/�l or 20% TLC (CDA)

Viral load done (some projects) (VLD)

Viral load < 400 copies/mL (if applicable) (VLS)

Died between 3 and 6 months (RIP)

Lost to follow-up between 3 and 6 months (LTF)

Transferred out between 3 and 6 months (TFO)

Transferred in between 3 and 6 months (TFI)

Continuing first-line regimen (FLR)

On second line regimen (SLR)

Treatment discontinued (STO)

CD4 counts done (CDD)

CD4 counts above 200 cells/�l or 20% TLC (CDA)

Viral load done (some projects) (VLD)

Viral load < 400 copies/mL (if applicable) (VLS)

Died between 6 and 12 months (RIP)

Lost to follow-up between 6 and 12 months (LTF)

Transferred out between 6 and 12 months (TFO)

Transferred in between 6 and 12 months (TFI)

Continuing first-line regimen (FLR)

On second line regimen (SLR)

Treatment discontinued (STO)

CD4 counts done (CDD)

CD4 counts above 200 cells/�l or 20% TLC (CDA)

Viral load done (some projects) (VLD)

Viral load < 400 copies/mL (if applicable) (VLS)

Died between 12 and 18 months (RIP)

Lost to follow-up between 12 and 18 months (LTF)

Transferred out between 12 and 18 months (TFO)

Transferred in between 12 and 18 months (TFI)

Continuing first-line regimen (FLR)

On second line regimen (SLR)

Treatment discontinued (STO)

CD4 counts done (CDD)

CD4 counts above 200 cells/�l or 20% TLC (CDA)

Viral load done (some projects) (VLD)

Viral load < 400 copies/mL (if applicable) (VLS)

Died between 18 and 24 months (RIP)

Lost to follow-up between 18 and 24 months (LTF)

Transferred out between 18 and 24 months (TFO)

Transferred in between 18 and 24 months (TFI)

Quarterly ART cohort reporting form

Aft

er

3 m

on

ths

Aft

er

6 m

on

ths

District:

Sta

rtin

g A

RT

Aft

er

12 m

on

ths

Aft

er

18 m

on

ths

Aft

er

24 m

on

ths

Page 18: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Year

Qua

rter

2001

2001

Tot

al20

0220

02 T

otal

2003

2003

Tot

al20

0420

04 T

otal

Cat

egor

yD

ata

01_Q

201

_Q3

01_Q

402

_Q1

02_Q

202

_Q3

02_Q

403

_Q1

03_Q

203

_Q3

03_Q

404

_Q1

04_Q

204

_Q3

Bas

eTo

tal

3128

2685

5866

6548

237

7410

510

313

641

822

996

9C

DD

3128

2483

5865

6548

236

7410

110

313

241

021

7%

CD

4<50

64.5

%42

.9%

50.0

%53

.0%

53.4

%40

.0%

44.6

%58

.3%

48.3

%45

.9%

43.6

%29

.1%

34.8

%37

.6%

39.6

%M

ale%

32.3

%32

.1%

26.9

%30

.6%

31.0

%36

.4%

32.3

%33

.3%

33.3

%29

.7%

31.4

%33

.0%

35.3

%32

.8%

29.7

%A

IDS

%51

.6%

35.7

%50

.0%

45.9

%51

.7%

37.9

%49

.2%

52.1

%47

.3%

39.2

%54

.3%

39.8

%47

.8%

45.9

%50

.7%

Year

Qua

rter

2001

2001

Tot

al20

0220

02 T

otal

2003

2003

Tot

alC

ateg

ory

Dat

a01

_Q2

01_Q

301

_Q4

02_Q

102

_Q2

02_Q

302

_Q4

03_Q

103

_Q2

03_Q

303

_Q4

3 m

onth

FLR

2725

2274

5555

5944

213

7191

9012

237

4S

LR0

00

00

00

00

00

00

0S

TO1

00

11

00

12

12

21

6V

LD25

2422

7145

4949

3818

158

7574

108

315

VLS

2121

1860

4144

4630

161

4470

6986

269

CD

D0

00

00

00

00

00

00

0C

DA

00

00

00

00

00

00

00

RIP

32

49

29

63

202

108

1131

LTF

00

00

01

00

10

12

25

TFO

01

01

01

00

10

01

01

Per

c di

ed9.

7%7.

4%15

.4%

10.7

%3.

4%14

.1%

9.2%

6.3%

8.5%

2.7%

9.7%

8.0%

8.2%

7.5%

Per

c ltf

0.0%

0.0%

0.0%

0.0%

0.0%

1.8%

0.0%

0.0%

0.5%

0.0%

1.1%

2.1%

1.6%

1.3%

Per

c rip

or l

tf9.

7%7.

4%15

.4%

10.7

%3.

4%15

.4%

9.2%

6.3%

8.9%

2.7%

10.6

%9.

8%9.

6%8.

7%R

emai

ning

in c

are

90.3

%89

.3%

84.6

%88

.2%

96.6

%83

.3%

90.8

%93

.8%

90.7

%97

.3%

88.6

%89

.3%

89.8

%90

.7%

Per

c st

oppe

d3.

6%0.

0%0.

0%1.

3%1.

8%0.

0%0.

0%2.

2%0.

9%1.

4%2.

2%2.

2%0.

8%1.

6%P

erc

on S

LR0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%V

L C

ompl

etio

n92

.6%

96.0

%10

0.0%

95.9

%81

.8%

89.1

%83

.1%

86.4

%85

.0%

81.7

%82

.4%

82.2

%88

.5%

84.2

%V

LS%

84.0

%87

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81.8

%84

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91.1

%89

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93.9

%78

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89.0

%75

.9%

93.3

%93

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79.6

%85

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ITT

VL

< 40

077

.8%

84.0

%81

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81.1

%74

.5%

80.0

%78

.0%

68.2

%75

.6%

62.0

%76

.9%

76.7

%70

.5%

71.9

%

6 m

onth

FLR

2623

2271

5453

5943

209

6887

90S

LR0

00

00

00

00

00

0S

TO2

00

20

00

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2321

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259

7483

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2222

1761

4744

4832

171

5669

69C

DD

2523

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187

5972

88C

DA

915

1135

2322

2816

8928

4147

RIP

02

02

22

01

53

30

LTF

00

00

00

00

00

00

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00

00

00

00

00

00

Per

c di

ed0.

0%8.

0%0.

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0%P

erc

ltf0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%P

erc

rip o

r ltf

0.0%

8.0%

0.0%

2.7%

3.6%

3.6%

0.0%

2.2%

2.3%

4.2%

3.2%

0.0%

Rem

aini

ng in

car

e90

.3%

82.1

%84

.6%

85.9

%93

.1%

80.3

%90

.8%

91.7

%88

.6%

93.2

%86

.7%

89.3

%P

erc

stop

ped

7.1%

0.0%

0.0%

2.7%

0.0%

0.0%

0.0%

2.3%

0.5%

1.4%

4.4%

2.2%

Per

c on

SLR

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

VL

Com

plet

ion

96.2

%10

0.0%

95.5

%97

.2%

98.1

%92

.5%

91.5

%83

.7%

91.9

%86

.8%

85.1

%92

.2%

VLS

%88

.0%

95.7

%81

.0%

88.4

%88

.7%

89.8

%88

.9%

88.9

%89

.1%

94.9

%93

.2%

83.1

%IT

T V

L <

400

84.6

%95

.7%

77.3

%85

.9%

87.0

%83

.0%

81.4

%74

.4%

81.8

%82

.4%

79.3

%76

.7%

CD

4 C

ompl

etio

n89

.3%

100.

0%90

.9%

93.2

%92

.6%

92.5

%91

.5%

77.3

%89

.0%

85.5

%79

.1%

95.7

%C

D4

> 20

036

.0%

65.2

%55

.0%

51.5

%46

.0%

44.9

%51

.9%

47.1

%47

.6%

47.5

%56

.9%

53.4

%IT

T C

D4

> 20

032

.1%

65.2

%50

.0%

47.9

%42

.6%

41.5

%47

.5%

36.4

%42

.4%

40.6

%45

.1%

51.1

%

FLR

On

first

line

regi

men

Perc

die

dP

erce

ntag

e of

pat

ient

s dy

ing

in th

e pe

riod

SLR

On

seco

nd li

ne re

gim

enPe

rc lt

fP

erce

ntag

e of

pat

ient

s lo

st to

follo

w-u

p in

the

perio

dST

OS

topp

ed A

RT

but s

till i

n ca

rePe

rc ri

p or

ltf

Per

cent

age

of p

atie

nt w

ho h

ave

eith

er d

ied

or b

een

lost

to fo

llow

-up

VLD

Vira

l loa

ds d

one

Rem

aini

ng in

car

eC

umul

ativ

e pe

rcen

tage

of p

atie

nts

rem

aini

ng in

car

eVL

SV

iral l

oad

resu

lts u

nder

400

cps

/mL

Perc

sto

pped

Per

cent

age

of p

atie

nts

who

hav

e st

oppe

d th

erap

y at

this

dur

atio

n on

AR

TC

DD

CD

4 co

unts

don

ePe

rc o

n SL

RP

erce

ntag

e of

pat

ient

s on

sec

ond-

line

ther

apy

at th

is d

urat

ion

on A

RT

CD

AC

D4

coun

ts a

bove

200

/ul

VL C

ompl

etio

nP

erce

ntag

e of

vira

l loa

ds d

one

that

sho

uld

have

bee

n do

neR

IPN

ew d

eath

sVL

S%O

f the

vira

l loa

ds d

one,

the

perc

enta

ge b

elow

400

cps

/mL

LTF

New

loss

es to

follo

wup

ITT

VL <

400

Inte

ntio

n to

test

vira

l loa

d be

low

400

cps

/mL

- i.e

. not

don

e is

cla

ssifi

ed a

s be

ing

abov

e 40

0 cp

s/m

LTF

OTr

ansf

ers

out

CD

4 C

ompl

etio

nP

erce

ntag

e of

CD

4 co

unts

don

e th

at s

houl

d ha

ve b

een

done

CD

4 >

200

Of t

hose

CD

4 co

unts

don

e, th

e pe

rcen

tage

abo

ve 2

00/u

lIT

T C

D4

> 20

0In

tent

ion

to te

st C

D4

coun

t abo

ve 2

00/u

l, i.e

. not

don

e cl

assi

fied

as b

eing

bel

ow 2

00/u

l

Gra

nd

Tota

l

Page 19: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Year

Qua

rter

2001

2001

Tot

al20

0220

02 T

otal

2003

2003

Tot

alC

ateg

ory

Dat

a01

_Q2

01_Q

301

_Q4

02_Q

102

_Q2

02_Q

302

_Q4

03_Q

103

_Q2

03_Q

303

_Q4

12 m

onth

FLR

2523

2068

5350

5638

197

67S

LR1

00

10

03

25

0S

TO1

00

10

00

11

1V

LD25

2318

6651

4757

3519

059

VLS

2120

1455

4137

4330

151

51C

DD

2522

1764

5243

5736

188

61C

DA

1514

1342

2928

3923

119

44R

IP1

02

31

20

25

0LT

F0

00

00

00

11

1TF

O0

00

00

10

01

0P

erc

died

3.6%

0.0%

9.1%

4.1%

1.9%

3.8%

0.0%

4.7%

2.4%

0.0%

Per

c ltf

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

0.0%

2.4%

0.5%

1.4%

Per

c rip

or l

tf3.

6%0.

0%9.

1%4.

1%1.

9%3.

8%0.

0%6.

8%2.

9%1.

4%R

emai

ning

in c

are

87.1

%82

.1%

76.9

%82

.4%

91.4

%75

.8%

90.8

%85

.4%

85.7

%91

.9%

Per

c st

oppe

d3.

7%0.

0%0.

0%1.

4%0.

0%0.

0%0.

0%2.

4%0.

5%1.

5%P

erc

on S

LR3.

8%0.

0%0.

0%1.

4%0.

0%0.

0%5.

1%5.

0%2.

5%0.

0%V

L C

ompl

etio

n96

.2%

100.

0%90

.0%

95.7

%96

.2%

94.0

%96

.6%

87.5

%94

.1%

88.1

%V

LS%

84.0

%87

.0%

77.8

%83

.3%

80.4

%78

.7%

75.4

%85

.7%

79.5

%86

.4%

ITT

VL

< 40

080

.8%

87.0

%70

.0%

79.7

%77

.4%

74.0

%72

.9%

75.0

%74

.8%

76.1

%C

D4

Com

plet

ion

92.6

%95

.7%

85.0

%91

.4%

98.1

%86

.0%

96.6

%87

.8%

92.6

%89

.7%

CD

4 >

200

60.0

%63

.6%

76.5

%65

.6%

55.8

%65

.1%

68.4

%63

.9%

63.3

%72

.1%

ITT

CD

4 >

200

55.6

%60

.9%

65.0

%60

.0%

54.7

%56

.0%

66.1

%56

.1%

58.6

%64

.7%

18 m

onth

FLR

2322

1863

4848

55S

LR2

10

35

23

STO

10

01

00

1V

LD22

2216

6049

4747

VLS

1618

1246

3843

29C

DD

2120

1657

4846

43C

DA

1516

1344

3832

29R

IP0

00

00

00

LTF

00

22

00

0TF

O0

00

00

00

Per

c di

ed0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%0.

0%P

erc

ltf0.

0%0.

0%10

.0%

2.9%

0.0%

0.0%

0.0%

Per

c rip

or l

tf0.

0%0.

0%10

.0%

2.9%

0.0%

0.0%

0.0%

Rem

aini

ng in

car

e83

.9%

82.1

%69

.2%

78.8

%91

.4%

75.8

%90

.8%

Per

c st

oppe

d3.

8%0.

0%0.

0%1.

5%0.

0%0.

0%1.

7%P

erc

on S

LR8.

0%4.

3%0.

0%4.

5%9.

4%4.

0%5.

2%V

L C

ompl

etio

n88

.0%

95.7

%88

.9%

90.9

%92

.5%

94.0

%81

.0%

VLS

%72

.7%

81.8

%75

.0%

76.7

%77

.6%

91.5

%61

.7%

ITT

VL

< 40

064

.0%

78.3

%66

.7%

69.7

%71

.7%

86.0

%50

.0%

CD

4 C

ompl

etio

n80

.8%

87.0

%88

.9%

85.1

%90

.6%

92.0

%72

.9%

CD

4 >

200

71.4

%80

.0%

81.3

%77

.2%

79.2

%69

.6%

67.4

%IT

T C

D4

> 20

057

.7%

69.6

%72

.2%

65.7

%71

.7%

64.0

%49

.2%

24 m

onth

FLR

2321

1660

43S

LR2

20

46

STO

10

23

2V

LD24

2216

6244

VLS

1618

1246

34C

DD

2221

1659

43C

DA

2017

1451

39R

IP0

00

01

LTF

00

00

0TF

O0

00

01

Per

c di

ed0.

0%0.

0%0.

0%0.

0%1.

9%P

erc

ltf0.

0%0.

0%0.

0%0.

0%0.

0%P

erc

rip o

r ltf

0.0%

0.0%

0.0%

0.0 %

1.9%

Rem

aini

ng in

car

e83

.9%

82.1

%69

.2%

78.8

%87

.9%

Per

c st

oppe

d3.

8%0.

0%11

.1%

4.5%

3.9%

Per

c on

SLR

8.0%

8.7%

0.0%

6.3%

12.2

%V

L C

ompl

etio

n96

.0%

95.7

%10

0.0%

96.9

%89

.8%

VLS

%66

.7%

81.8

%75

.0%

74.2

%77

.3%

ITT

VL

< 40

064

.0%

78.3

%75

.0%

71.9

%69

.4%

CD

4 C

ompl

etio

n84

.6%

91.3

%88

.9%

88.1

%84

.3%

CD

4 >

200

90.9

%81

.0%

87.5

%86

.4%

90.7

%IT

T C

D4

> 20

076

.9%

73.9

%77

.8%

76.1

%76

.5%

Page 20: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

NATIONAL COMPREHENSIVE HIV AND AIDS PROGRAMME

TRANSFER OF ART PATIENT TO OTHER ART SERVICE POINT

ART Service Point:

District/Metro:

Province:

Tel: Fax:

DC No.:

Parent/guardian: (if applicable) First Name: ______________________ Surname: _________________________ Tel:________________

PATIENT HISTORY

ART start date

Baseline ART

dd mm yy

Baseline Lab (at start of ART) Baseline clinical status (at start of ART)

Regimen 1aRegimen 1b

Any child regimen

Weight (kg)

Height (cm)

WHO Clinical Stage Adult

WHO Performance Scale

WHO Clinical Stage Child

(if different to 1a or 1b)

Current regimen since

Current ART Most recent Lab Current clinical status

Weight (kg)

WHO Clinical Stage Adult

WHO Performance Scale

WHO Clinical Stage Child

Regimen 1a Regimen 2

copies/ml

mm yymm yy

Regimen 1b Any child regimen(if different to 1a/b or 2)

Specify baseline ART regimen if not 1a or 1b:

mm yyVL________________

No YesNo Yes

CotrimoxazoleFluconazole

Current prophylaxis:

dd mm yy dd mm yy

REASON FOR TRANSFER / other relevant details:

ACKNOWLEDGEMENT OF TRANSFER (to be completed by receiving ART service point)

dd mm yyWe have received the transfer notice. Received date:

Please fax mail to us: ART Assessment and Baseline formART Patient Follow Up forms/details

Patient has attended his/her first visit at

Date of visit:

our ART service point.

Fax/send back copy of whole form to transferring ART service point immediately after receiving it!Fax/send back copy of whole form to transferringART service point immediately after first visit!

dd mm yy

Clinician’s name_____________________ Clinician’s name____________________

Clinician’s name_____________________ Signature_______________________

Tel________________Fax_______________

Tel_________________Fax_________________

Specify current ART regimen if not 1a/b or 2:

ART drugs issuedwill last until

Prophylaxis issuedwill last until

First appointment made atNo Yesreceiving service point Appointment date

dd mm yyTransfer date

dd mm yy

CD4____________ %

CD4__________________ %

CD4_________cells/mm3

CD4______________ cells/mm3

ALT____________U/l x1012/lEry __________

Leuc__________ Lymph_________x109/l x109/l

Neut__________ Platlet__________x109/l x109/l

Hb_____________g/dl HCT______________l/l

Gluc__________ mmol/lCholest________mmol/l

M F

PATIENT IDENTIFIER

Sex Current file No: _______________________

dd mm yyDate of birth

Tel:_________________ ID

First Name: ________________________ Surname: ____________________________

Other non-publicTransfer from:

Patient’s contact details:

Facility Name:

GP

District/Metro:

Province:

Tel: Fax:

DC No.:

Mail address

Transfer to: Public sectorNGO/FBO/CBO

Any previous Transfer forms

Page 21: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Uganda Monthly reporting form

Uganda has used the WHO forms described in these guidelines, with small modifications to adapt to country needs. The monthly reporting forms are bound and carbon-copied in triplicate to allow a copy to remain in the facility.

Page 22: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 23: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 24: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 25: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

WHO South-East Asia Regional Office (SEARO) SEARO has developed a training toolkit for HIV care and ART recording and reporting. The following forms are part of this package which also contains ARV drug registers and a cohort analysis report form. Patient booklet

This is an example of a patient-held record that contains basic demographic information, the unique patient ID number, 12 pages of clinical notes (only 2 are shown), and the date of the next appointment.

The patient card, registers and monthly report forms are variations of the generic WHO tools. Patient ART card Pre-ART register ART register Monthly report form

Page 26: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Ant

iretr

ovira

l Tre

atm

ent R

ecor

d (T

o re

tain

ed b

y th

e pa

tient

) N

ame

of tr

eatm

ent u

nit:

Dis

trict

:

S

tate

: P

atie

nt’s

nam

e:

A

ge:

S

ex:

Com

plet

e A

ddre

ss:

Vill

age/

tow

n:

Dis

trict

:

S

tate

:

AR

T R

egis

tratio

n nu

mbe

r:

Dat

e of

enr

ollm

ent

for A

RT:

Nam

e of

con

tact

per

son/

gua

rdia

n:

Pho

ne n

umbe

r of c

onta

ct p

erso

n/gu

ardi

an:

Add

ress

of c

onta

ct p

erso

n/gu

ardi

an:

P

atie

nt’s

ph

otog

raph

d

d

m m

y y

Clin

ical

Not

es

Dat

e of

vis

it:

Chi

ef C

ompl

aint

s:

In

vest

igat

ions

Clin

ical

exa

min

atio

n:

Trea

tmen

t

Page 27: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Clin

ical

Not

es

Dat

e of

vis

it:

Chi

ef C

ompl

aint

s:

In

vest

igat

ions

Clin

ical

exa

min

atio

n:

Tr

eatm

ent

Rem

embe

r •

Brin

g th

is b

ookl

et a

t eac

h fo

llow

-up

visi

t •

Take

all

med

icin

es w

ithou

t mis

sing

any

dos

e •

Take

all

med

icin

es a

t the

righ

t tim

e •

Take

the

full

dose

of m

edic

ines

. DO

NO

T sh

are

med

icin

es

with

fam

ily o

r frie

nds

• R

egul

ar tr

eatm

ent c

an h

elp

you

gain

wei

ght,

feel

bet

ter

and

resu

me

norm

al a

ctiv

ities

Stic

k to

a h

ealth

y an

d re

spon

sibl

e lif

e-st

yle

• B

ring

empt

y bl

iste

r pac

kets

/bot

tle a

t eac

h fo

llow

-up

visi

t In

cas

e of

em

erge

ncy,

con

tact

:

____

____

____

____

____

___

____

(Nam

e, a

ddre

ss a

nd p

hone

num

ber

of h

ospi

tal/h

ealth

wor

ker)

:

____

____

____

____

____

___

____

Com

e ba

ck o

n

(Writ

e da

te o

f nex

t app

oint

men

t)

1.

6.

2.

7.

3.

8.

4.

9.

5.

10

.

Page 28: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

PATI

ENT

HIV

CA

RE

and

AN

TIR

ETR

OVI

RA

L TR

EATM

ENT

(AR

T) R

ECO

RD

(T

o be

sto

red

in a

lock

ed c

abin

et a

t the

hea

lth c

entr

e an

d ar

rang

ed s

eria

lly b

y re

gist

ratio

n nu

mbe

r)

1. P

atie

nt Id

entif

icat

ion

Dat

a (W

rite

com

plet

e in

form

atio

n)

Reg

istr

atio

n N

umbe

r :

code

clin

ic (2

#)-c

ode

patie

nt (4

#)

Nam

e of

Tre

atm

ent U

nit:

City

:

D

istri

ct:

Sta

te/p

rovi

nce:

Nam

e of

pat

ient

:

A

ge:

(d

ate

of b

irth:

/

/

dd

/

mm

/

yy

Sex

: M

ale

F

emal

e

Pat

ient

’s p

hone

num

ber:

Add

ress

:

City

/vill

age:

Dis

trict

:

Sta

te/p

rovi

nce:

D

ista

nce

from

resi

denc

e to

clin

ic (k

m)

Trea

tmen

t sup

porte

r’s n

ame

(if a

pplic

able

)

Trea

tmen

t sup

porte

r’s a

ddre

ss:

Trea

tmen

t sup

porte

r’s p

hone

num

ber:

D

ate

conf

irmed

HIV

+ te

st:

//

dd

/

mm

/

yy

Plac

e:

Entr

y po

int (

serv

ices

refe

rrin

g th

e pa

tient

for H

IV c

are)

: 1

-VC

T 2

-TB

3

-Out

patie

nt

4-In

patie

nt

5-P

aedi

atric

6

-PM

TCT

7-S

TI

8-P

rivat

e

9-N

GO

1

0-S

elf r

efer

red

11-

IDU

out

reac

h

12-

CS

W o

utre

ach

1

3-ot

her_

____

____

____

____

____

____

____

pat

ient

tran

sfer

red

in o

n A

RT

from

ano

ther

HIV

car

e/A

RT

clin

ic fr

om th

e na

tiona

l pro

gram

Nam

e pr

evio

us c

linic

:

Dat

e tra

nsfe

rred

in :

2. P

erso

nal H

isto

ry (

Tick

one

cho

ice)

3.

Fam

ily H

isto

ry (

Tick

one

cho

ice)

M

arita

l sta

tus:

S

ingl

e

Mar

ried

D

ivor

ce/s

epar

ate

Wid

owed

N

ot a

pplic

able

Est

imat

ed m

onth

ly

hous

ehol

d in

com

e:

Fam

ily m

embe

rs:

partn

er/c

hild

ren

Age

/ se

x H

IV

+/-/u

nkno

wn

ART

Y/N

R

egis

t. N

o if

in c

are

Mod

e of

HIV

tra

ns-

mis

sio

n

1 C

omm

erci

al s

ex w

orke

r (C

SW)

2 O

ther

het

eros

exua

l rou

te

3 M

en h

avin

g se

x w

ith m

en (M

SM)

4 In

ject

ing

drug

use

(ID

U)

5 B

lood

tran

sfus

ion

6 M

othe

r to

child

7

Unk

now

n

For I

DU

s

Sub

stitu

tion

ther

apy

Y

N

If ye

s, ty

pe:

Lite

rate

Yes

N

o

Em

ploy

ed

Yes

N

o

Alc

ohol

ism

H

abitu

al

Soc

ial

N

o us

e

4. A

ntire

trov

iral t

reat

men

t his

tory

If

yes

PM

TCT

E

arlie

r AR

T P

lace

: P

rivat

e G

ovt

Was

AR

T re

ceiv

ed

befo

re?

Yes

N

o D

rugs

and

dur

atio

n:

5. C

linic

al a

nd L

abor

ator

y In

vest

igat

ions

D

ate

(dd/

mm

/yy)

W

HO

st

age

Wei

ght

(kg)

H

eigh

t (c

m)

Perf

or-

man

ce

A/B

/C*

Tota

l ly

mph

ocyt

e co

unt

CD

4 co

unt

(or %

in

child

ren)

At 1

st v

isit

in c

linic

At A

RT

med

ical

elig

ibilit

y

ch

ild

At s

tart

of A

RT

child

A

t 6 m

onth

s A

RT

child

A

t 12

mon

ths

AR

T

ch

ild

At 2

4 m

onth

s A

RT

child

6. A

ntire

trov

iral T

reat

men

t Tr

eatm

ent S

tart

ed

SUB

STIT

UTI

ON

with

in 1

st li

ne, S

WIT

CH

to 2

nd li

ne, S

TOP,

RES

TAR

T

Dat

e S

ubst

itutio

n,

switc

h or

sto

p R

easo

n (c

ode)

D

ate

rest

art

New

regi

men

D4T

30+3

TC+N

VP

D

4T40

+3TC

+NV

P

D4T

30+3

TC+E

FV

D4T

40+3

TC+E

FV

ZD

V+3

TC+N

VP

Z

DV

+3TC

+EFV

Rea

sons

SU

BST

ITU

TE: 1

toxi

city

sid

e ef

fect

s, 2

pre

gnan

cy, 3

risk

of p

regn

ancy

, 4 n

ewly

dia

gnos

ed T

B, 5

ne

w d

rug

avai

labl

e, 6

dru

g ou

t of s

tock

, 7 o

ther

reas

on (s

peci

fy)

Rea

sons

for S

WIT

CH

: 1 c

linic

al tr

eatm

ent f

ailu

re, 2

imm

unol

ogic

al fa

ilure

, 3 v

irolo

gic

failu

re

Rea

sons

STO

P: 1

toxi

city

sid

e ef

fect

s, 2

pre

gnan

cy, 3

trea

tmen

t fai

lure

, 4 p

oor a

dher

ence

, 5 il

lnes

s ho

spita

lizat

ion,

6 d

rug

out o

f sto

ck, 7

pat

ient

lack

of f

inan

ce, 8

pat

ient

dec

isio

n, 9

pla

nned

trea

tmen

t in

terr

uptio

n, 1

0 ot

hers

7. T

uber

culo

sis

trea

tmen

t dur

ing

HIV

car

e TB

regi

stra

tion

Dis

trict

:

H

ealth

Cen

tre:

TB n

umbe

r:

Dis

ease

cla

ss (t

ick)

P

ulm

onar

y TB

Sm

ear-

posi

tive

S

mea

r-ne

gativ

e E

xtra

pulm

onar

y si

te: _

____

____

____

TB R

egim

en (t

ick)

C

ateg

ory

I C

ateg

ory

II O

ther

spe

cify

: D

ate

star

t TB

Rx:

/

/

d

d /

mm

/

yy

Trea

tmen

t out

com

e:

Cur

e

Rx

com

plet

ed

Rx

failu

re

Die

d

Def

ault

T

rans

fer o

ut

Dat

e:

//

)

d

d /

mm

/

yy

8. E

nd o

f Fol

low

-up

Dea

th

Dat

e of

dea

th:

//

Los

t to

follo

w-u

p (>

3 m

onth

s)

Dat

e la

st v

isit:

/

/

Tra

nsfe

rred

out

D

ate:

/

/

d

d /

mm

/

yy

New

clin

ic:

*

Per

form

ance

sca

le: A

- Nor

mal

act

ivity

; B- b

edrid

den

<50%

of t

he d

ay d

urin

g la

st m

onth

; C- b

edrid

den

> 50

% o

f the

day

dur

ing

last

mon

th

Page 29: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

9. P

ATI

ENT

HIV

CA

RE

& A

NTI

RET

RO

VIR

AL

TREA

TMEN

T FO

LLO

W-U

P

Dat

e of

vi

sit*

Dat

e ne

xt v

isit

Wei

ght

(kg)

&

hei

ght

for c

hild

WH

O

stag

e

Per

for-

man

ce

scal

e*

preg

nanc

y(y

/n)

or F

P m

etho

d*

oppo

rtuni

stic

in

fect

ions

- c

ode*

Dru

gs p

resc

ribed

fo

r pro

phyl

axis

of

OIs

Ant

iretro

vira

l dru

gs a

nd d

ose

pres

crib

ed

adhe

renc

e to

AR

T* -

>95%

, 80-

95%

, <80

%

AR

T S

ide

effe

cts

- cod

e*

lab

resu

lts

whe

n av

aila

ble

Con

d-om

s gi

ven

y/n

Ref

erre

d to

spe

cial

ist

or h

ospi

t.

*Inst

ruct

ions

and

cod

es:

Dat

e: W

rite

the

date

of a

ctua

l vis

it st

artin

g fro

m th

e 1st

vis

it fo

r HIV

car

e –

ALL

DAT

ES

: DD

/MM

/YY

Perf

orm

ance

sca

le: A

- Nor

mal

act

ivity

; B- b

edrid

den

<50%

of t

he d

ay d

urin

g la

st m

onth

; C- b

edrid

den

> 50

% o

f the

day

dur

ing

last

mon

thj

FP: f

amily

pla

nnin

g; 1

con

dom

s, 2

ora

l con

trace

ptiv

e pi

lls, 3

inje

ctab

le/im

plan

tabl

e ho

rmon

es, 4

dia

phra

gm/c

ervi

cal c

ap, 5

in

traut

erin

e de

vice

, 6 v

asec

tom

y/tu

bal

ligat

ion/

hyst

erec

tom

y

Opp

ortu

nist

ic in

fect

ions

: Ent

er o

ne o

r mor

e co

des −

Tube

rcul

osis

(TB

); C

andi

dias

is (C

); D

iarr

hea

(D);

Cry

ptoc

ococ

al m

enin

gitis

(M);

Pne

umoc

ystis

Car

inii

Pne

umon

ia (P

CP

); C

ytom

egal

oviru

s di

seas

e (C

MV

); P

enic

illios

is (P

); H

erpe

s zo

ster

(Z);

Gen

ital h

erpe

s (H

); To

xopl

asm

osis

(T);

Oth

er-s

peci

fy

Adh

eren

ce: C

heck

adh

eren

ce b

y as

king

the

patie

nt if

he/

she

has

mis

sed

any

dose

s. A

lso

chec

k th

e bo

ttle/

blis

ter p

acke

t. W

rite

the

estim

ated

leve

l of

adhe

renc

e (e

.g. >

95%

= <

3 d

oses

mis

sed

in a

per

iod

of 3

0 da

ys; 8

0-95

% =

3 to

12

dose

s m

isse

d in

a p

erio

d of

30

days

; < 8

0% =

>12

dos

es m

isse

d in

a

perio

d of

30

days

Si

de e

ffect

s: E

nter

one

or m

ore

code

s −

S=S

kin

rash

; Nau

-nau

sea;

V=V

omiti

ng; D

=Dia

rrho

ea; N

=Neu

ropa

thy;

J=Ja

undi

ce; A

=Ane

mia

; F=F

atig

ue;

H=H

eada

che;

Fev

=Fev

er; H

yp=H

yper

sens

itivi

ty; D

ep=D

epre

ssio

n; P

=Pan

crea

titis

; L=L

ipod

ystro

phy;

Dro

ws=

Dro

wsi

ness

; O=O

ther−

Spec

ify

Page 30: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

INFO

RM

ATI

ON

AB

OU

T A

NTI

RET

RO

VIR

AL

DR

UG

S

Reg

imen

D

ose

Maj

or T

oxic

ity

Dru

g Su

bstit

utio

n

D4T

/3TC

/NVP

(Sta

vudi

ne

Lam

uvid

ine

Nev

irapi

ne)

• d4

T-3T

C tw

ice

a da

y pl

us N

VP 2

00 m

g on

ce

a da

y fo

r 2 w

eeks

• d4

T-3T

C-N

VP F

ixed

dos

e co

mbi

natio

n tw

ice

a da

y if

patie

nt to

lera

tes

first

2 w

eeks

of N

VP

• d4

T: 3

0 m

g tw

ice

daily

if <

60kg

, 40m

g tw

ice

daily

if >

60 k

gg

• d4

T –

rela

ted

neur

opat

hy o

r pan

crea

titis

• d4

T –r

elat

ed li

poat

roph

y

• N

VP

–re

late

d se

vere

hep

atot

oxic

ity

• N

VP

– re

late

d se

vere

rash

(but

not

life

thre

aten

ing)

• N

VP

–re

late

d lif

e th

reat

enin

g ra

sh (S

teve

ns –

Joh

nson

sy

ndro

me)

• S

ubst

itute

d4T

to Z

DV

• S

ubst

itute

d4T

to T

DF

or A

BC

• S

ubst

itute

NV

P to

EFV

(exc

ept i

n pr

egna

ncy)

• S

ubst

itute

NV

P to

EFV

(exc

ept i

n pr

egna

ncy)

• S

witc

h N

VP

to N

FV

ZDV/

3TC

/NVP

(Zid

ovud

ine

Lam

uvid

ine

Nev

irapi

ne)

• ZD

V-3T

C tw

ice

a da

y pl

us N

VP 2

00 m

g on

ce

a da

y fo

r 2 w

eeks

• ZD

V-3T

C-N

VP F

ixed

dos

e co

mbi

natio

n tw

ice

a da

y if

patie

nt to

lera

tes

firs

t 2 w

eeks

of N

VP

• ZD

V–r

elat

ed p

ersi

sten

t GI i

ntol

eran

ce o

r sev

ere

haem

tolo

gica

l to

xici

ty

• N

VP

–rel

ated

sev

ere

hepa

toxi

city

• N

VP

–rel

ated

sev

ere

rash

(but

not

life

thre

aten

ing)

• N

VP

–rel

ated

life

thre

aten

ing

rash

(Ste

vens

– J

ohns

on

synd

rom

e)

• S

ubst

itute

ZD

V to

d4T

Subs

titut

e N

VP

to E

FV (

exce

pt in

pre

gnan

cy.

In th

is s

ituat

ion

switc

h to

NFV

, LP

V/r

or A

BC

)

• S

ubst

itute

NV

P to

EFV

(exc

ept i

n pr

egna

ncy)

• S

ubst

itute

NV

P to

NFV

D4T

/3TC

/EFV

(Sta

vudi

ne

Lam

ivud

ine

E

favi

renz

)

• d4

T/3T

C a

s tw

ice

daily

fixe

d do

se c

ombi

natio

n pl

us E

FV (6

00 m

g) o

nce

per d

ay

• d4

T: 3

0 m

g tw

ice

daily

if <

60kg

, 40m

g tw

ice

daily

if >

60 k

g

• d4

T–re

late

d ne

urop

athy

or p

ancr

eatit

is

• d4

T–re

late

d lip

oatro

phy

• E

FV–r

elat

ed p

ersi

sten

t CN

S to

xici

ty

• S

ubst

itute

d4T

to Z

DV

• S

ubst

itute

d4T

to T

DF

or A

BC

• S

ubst

itute

EFV

to N

VP

ZDV

/3TC

/EFV

(Zid

ovud

ine

Lam

uvid

ine

Efa

vire

nz)

• ZD

V-3T

C tw

ice

a da

y as

a fi

xed

drug

co

mbi

natio

n pl

us E

FV (6

00 m

g) o

nce

per d

ay

• ZD

V–r

elat

ed p

ersi

sten

t GI i

ntol

eran

ce o

r sev

ere

hem

atol

ogic

al

toxi

city

• E

FV–r

elat

ed p

ersi

sten

t CN

S to

xici

ty

• S

ubst

itute

ZD

V to

d4T

• S

ubst

itute

EFV

to N

VP

AB

C=

Aba

cavi

r; d4

T= S

tavu

dine

; E

FV=E

favi

renz

; LP

V=L

opin

avir;

N

FV=N

elfin

avir

NV

P=

Nev

irapi

ne;

TDF=

Teno

fovi

r; ZD

V=Z

idov

udin

e;

3TC

=Lam

ivud

ine

Page 31: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

HIV

CA

RE-

PR

E A

RT

REG

ISTE

R: F

ill a

t firs

t vis

it co

lum

n 1

to 1

0Fi

ll w

hen

appl

icab

le c

olum

n 11

to 1

61

23

45

67

89

1011

1213

1415

16D

ATE

1st

vi

sit a

t the

cl

inic

Reg

istr

atio

n nu

mbe

rPa

tient

's n

ame

and

addr

ess

Age

Sex

M/ F

Con

firm

ed H

IV+

test

En

try

poin

t -co

de

1 to

13*

risk factor -code 1 to 7**

Literate

Employed

CPT

D

ate

of

Star

t

TB tr

eatm

ent

Cla

ss/R

egim

en

Dat

e of

sta

rt

DA

TE

med

ical

ly

ellig

ible

for

AR

T

Why

med

ical

ly

ellig

ible

?D

ATE

A

RT

star

ted

End

of fo

llow

-up

befo

re s

tart

ing

Dat

e of

de

ath

Dat

e lo

st

to F

U (l

ast

visi

t)

Dat

e tr

ansf

erre

d ou

t D

ate

Plac

e

1

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

2

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

3

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

4

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

5

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

6

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

7

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

8

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

9

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

10

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

11

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

12

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

13

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

14

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

15

□Y □

N□Y

□N

WH

O s

tage

CD

4 #/

%

TLC

#

*Ent

ry p

oint

: 1-V

CT;

2-T

B; 3

-Out

patie

nt; 4

-Inpa

tient

; 5-P

aedi

atric

; 6-P

MTC

T; 7

-STI

; 8-P

rivat

e; 9

-NG

O; 1

0-S

elf r

efer

red;

11-

IDU

out

reac

h; 1

2- C

SW

out

reac

h; 1

3-ot

her -

Writ

e co

de T

R if

the

patie

nt w

as tr

ansf

erre

d in

on

AR

T**

Mod

e of

HIV

tran

smis

sion

: 1-C

omm

erci

al s

ex w

orke

r (C

SW

), 2

-Oth

er h

eter

osex

ual r

oute

, 3-

Men

hav

ing

sex

with

men

(MS

M),

4-In

ject

ing

drug

use

(ID

U),

5-B

lood

tran

sfus

ion,

6-M

othe

r to

child

, 7-

Unk

now

nC

PT:

Cot

rimox

azol

e pr

even

tive

ther

apy

Page 32: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

AR

T R

EGIS

TER

Mon

th:

Year

:

DA

TE o

f sta

rt o

f A

RT

Reg

istr

atio

n nu

mbe

rPa

tient

's fi

rst n

ame

and

surn

ame

Age

Sex

M/ F

Patie

nt’s

add

ress

and

co

ntac

t num

ber

Trea

tmen

t sup

port

er’s

na

me

and

cont

act

num

ber

Prior ARV history

WH

O

stag

e at

st

art

of R

x

Perf

orm

ance

sca

leA

-nor

mal

act

ivity

; B

-bed

ridde

n<50

%;

C-B

edrid

den>

50%

Wei

ght (

kg)

at s

tart

, 6, 1

2,24

m

onth

s of

AR

T

CD

4 co

unt

at s

tart

, 6, 1

2,24

m

onth

s of

AR

T (a

bsol

ute

num

ber f

or a

dults

an

d %

for c

hild

ren)

TB tr

eatm

ent

durin

g A

RT

AR

T re

gim

en s

tart

edD

isea

se, C

ateg

ory

Reg

imen

Dat

e R

x st

art

1

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

2

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

3

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

4

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

5

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

6

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

7

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

8

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

9

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

1 0

……

……

……

.…

……

……

…□

YA

t sta

rt of

Rx

At 6

mon

ths

At s

tart

of R

xA

t 6 m

onth

sA

t sta

rt of

Rx

At 6

mon

ths

……

……

……

.…

……

……

…□

NA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

sA

t 12

mon

ths

At 2

4 m

onth

s

Page 33: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

AR

T R

EGIS

TER

Mon

th:

Year

: Tr

eatm

ent s

ubst

itute

d w

ithin

1st

line

dr

ugs

Trea

tmen

t sw

itche

d to

2nd

line

End

of fo

llow

-up

on A

RT

Mon

thly

vis

its: ●

1st r

ow, w

rite

patie

nt o

utco

me:

on

treat

men

t (O

T) if

pat

ient

pic

ked

up A

RT

drug

s; s

topp

ed (

ST) i

f AR

T w

as s

topp

ed b

y th

e do

ctor

; mis

sing

(M

IS) i

f the

pat

ient

mis

sed

the

sche

dule

d vi

sit;

lost

to fo

llow

-up

(LFU

) if t

he p

atie

nt is

mis

sing

for ≥3

mon

ths;

rest

art (

RS)

if A

RT

was

rest

arte

d af

ter a

n in

terr

uptio

n; t

rans

ferr

ed o

ut (

TR);

dead

(D);

(NA

) if t

he p

atie

nt w

as n

ot s

ched

uled

to v

isit

this

m

onth

● 2

nd ro

w: w

rite

adhe

renc

e fo

r the

pat

ient

s on

trea

tmen

t ( A

=>95

%, B

=80-

95%

, C=<

80%

)

Dat

e su

bstit

ute

dR

easo

n*N

ew R

egim

enD

ate

switc

hed

Rea

son*

*N

ew R

egim

enD

ate

of

deat

h

Dat

e lo

st

to F

U

(last

vi

sit)

Dat

e tr

ansf

ered

O

ut o

n A

RT

Wee

k2

Mon

th 1

mo.

2m

o.3

mo.

4m

o.5

mo.

6m

o.7

mo.

8m

o.9

mo.

10

mo.

11

mo.

12m

o.

13m

o.

14m

o.

15m

o.

16m

o.

17m

o.

18m

o.

19m

o.

20m

o.

21m

o.

22m

o.

23m

o.24

* Rea

sons

for s

ubsi

tutio

n w

ithin

firs

t lin

e tr

eatm

ent:1

-toxi

city

or s

ide

effe

cts;

2-p

regn

ancy

;3-r

isk

of p

regn

ancy

; 4-n

ewly

dia

gnos

ed T

B; 5

-new

dru

g av

aila

ble;

6-d

rug

out o

f sto

ck; 7

-oth

er re

ason

.* R

easo

ns fo

r sw

itchi

ng to

sec

ond

line

trea

tmen

t:1-to

xici

ty o

r sid

e ef

fect

s; 2

-pre

gnan

cy; 3

-ris

k of

pre

gnan

cy; 4

-new

ly d

iagn

osed

TB

; 5-n

ew d

rug

avai

labl

e; 6

-dru

g ou

t of s

tock

; 7-o

ther

reas

on; 8

-clin

ical

trea

tmen

t fai

lure

; 9-im

mun

olog

ical

failu

re; 1

0 -v

irolo

gica

l fai

lure

.R

easo

ns fo

r sto

ppin

g A

RT:

1- t

oxic

ity s

ide

effe

cts;

2-p

regn

ancy

; 3-tr

eatm

ent f

ailu

re; 4

-poo

r adh

eren

ce; 5

-illn

ess

hosp

italis

atio

n; 6

-dru

g ou

t of s

tock

; 7-la

ck o

f fin

ance

; 8-p

atie

nt's

dec

isio

n to

sto

p; 9

oth

er re

ason

.

Page 34: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Monthly HIV care/ Antiretroviral treatment (ART) Centre Report1. Name of the Treatment Unit2. Name of the District3. Name of the State/province4. Name of the Treatment Unit incharge

5. Report for the periodmonth year

A- MEDICAL CARE

6. Enrollment in HIV care (PLWHA seeking care at the treatment center) adult male adult female child.<14 yo total

6.1 Cumulative no. of patients ever enrolled in HIV care at beginning of this month6.2 New patients enrolled in HIV care during this month6.3 Cumulative no. of patients ever enrolled in HIV care at the end of this month

7. Medical eligibility for ART* adult male adult female child.<14 yo total

7.1 No. of patients medically eligible for ART but have not been started on ART at the end of this month

8. Enrollment on ART adult male adult female child.<14 yo total

8.1 Cumulative no. of patients ever started on ARTat the beginning of this month8.2 New patients started on ART during this month

8.3 No. of patients on ART transferred in this month

8.4 Cumulative no. of patients ever started on ARTat the end of this month

9. outcomes on ART adult male adult female child.<14 yo total

9.1 Cumulative no. of death reported at the end of this month 9.2 Cumulative no. of patients transferred out under ARV at the end of this month9.3 No. of patients missing/lost to follow-up at the end of this month9.4 No. of patients stopping ART at the end of this month

9.5 No. of patients on ART at the end of this month

● 9.5.1 Among them, no. on original 1st line regimen

● 9.5.2 No. on substituted 1st line regimen

● 9.5.3 No. switched on 2nd line regimen

* refers to the medical elligibility on clinical and/or laboratory criteriae, whether or not the patient is ready for ART

10. TREATMENT ADHERENCETotal

10.1. No. of patients assessed for adherence during this month

10.2. Of those assessed for adherence, level of adherence in the last month

10.2.1. < 3 doses missed in a period of 30 days > 95%

10.2.2 =3 to 12 doses missed in a period of 30 days 80-95%

10.2.3. >12 doses missed in a period of 30 days <80%

Page 35: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Monthly HIV care/ Antiretroviral treatment (ART) Centre Report

B- PHARMACY

11. REGIMEN AT THE END OF THE MONTH

Regimen No. of patients on ART

D4T30/3TC/NEVD4T40/3TC/NEVZDV/3TC/NEVZDV/3TC/EFVD4T30/3TC/EFVD4T40/3TC/EFV

Total= No. of patients on ART at the end of this month (=9.5)

12. DRUG STOCKS Was there a stock-out of antiretroviral drugs this month? Yes No Was there a stock-out of drugs for opportunistic infection this m Yes No

Name of the drug (list ARV and OI drugs)

Stock at the start of the month (A)

Stock received during the month

(B)

Stock dispensed during the month ( C)

Stock expired/

discarded during the month (D)

Stock at the end of the

month (A+B)-(C+D)

Amount requested

Page 36: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 37: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Kenya Quarterly integrated monitoring and evaluation report form

Kenya's MTCT+ programme is an example of one that links PMTCT to ART. Many of the same indicators and data can be collected in addition to PMTCT-specific information and should ideally be integrated and tracked on the same forms. The quarterly integrated monitoring form that is used in Kenya is a good example of how the linkage between PMTCT and ART may be accomplished.

Page 38: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 39: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

US President's Emergency Plan Track 1.0 partners Quarterly report form

The CDC has adapted the WHO quarterly report form for Track 1.0 partner organizations (grantees of centrally funded cooperative agreements and contracts through the Emergency Plan to implement HIV/AIDS programmes in 14 priority countries) to be able to collect indicators required by the US President's Emergency Plan. These include several cohort indicators collected at 6 and 12 months.

At the time of development, Track 1.0 reporting requirements included a definition of NEW that differed slightly from the one defined in Table B. In partner programmes, NEW referred to patients who initiated ART during the reporting period. This may include non-naïve patients such as those previously in PMTCT, or who may have received treatment in the past but not currently on ART when enrolling in the ART programme.

Page 40: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Qua

rter b

egin

ning

(mm

/dd/

yy):

Gra

ntee

:Lo

catio

n:

1. M

ales

(0-1

4 ye

ars)

a.f.

k.0

oo.

2. M

ales

(>14

year

s)b.

g.l.

0pp

.3.

Fem

ales

(0-1

4 ye

ars)

c.h.

m.

0qq

.4.

Fem

ales

(>14

yea

rs)

d.i.

n.0

rr.

Tota

le.

0j.

0o.

0uu

.0

vv.

1. M

ales

(0-1

4 ye

ars)

a.g.

m.

0aa

.gg

.m

m.

2. M

ales

(>14

year

s)b.

h.n.

0bb

.hh

.nn

.3.

Fem

ales

(0-1

4 ye

ars)

c.i.

o.0

cc.

ii.oo

.4.

Fem

ales

(>14

yea

rs)

d.j.

p.0

dd.

jj.pp

.To

tal

e.0

k.0

q.0

ee.

0kk

.0

qq.

0

5. P

regn

ant f

emal

es (s

ubse

t of t

otal

)f.

l.r.

0ff.

ll.rr

.

Pag

e 1

7-A

pr-0

5

Cum

ulat

ive

num

ber e

nrol

led

in

HIV

car

e by

the

end

of th

e qu

arte

r

Num

ber o

n A

RT

who

TR

AN

SFE

RR

ED

in

du

ring

the

quar

ter

(sub

set o

f 2h-

2n)

Num

ber N

EW

on

AR

T du

ring

the

quar

ter

(s

ubse

t of 2

h-2n

)

Num

ber i

n H

IV c

are

durin

g th

e qu

arte

r & e

ligib

le fo

r AR

T, b

ut

NO

T st

arte

d A

RT

by th

e en

d of

the

quar

ter

(s

ubse

t of

1uu

.)

Num

ber s

tarte

d on

AR

T in

pr

ogra

m d

urin

g th

e qu

arte

r (in

clud

es N

EW

and

TR

AN

SFE

RS

)

Qua

rter

ly, F

acili

ty-B

ased

HIV

Car

e/A

RT

Rep

ortin

g Fo

rm

1. H

IV P

allia

tive

Car

e (n

on-A

RT

and

AR

T ca

re)

Cum

ulat

ive

num

ber s

tarte

d on

A

RT

by th

e en

d of

the

quar

ter

NE

W e

nrol

lees

in H

IV c

are

durin

g th

e qu

arte

r

Qua

rter e

ndin

g (m

m/d

d/yy

):Fa

cilit

y:C

ount

ry:

2. A

RT

Car

e

Cum

ulat

ive

num

ber s

tarte

d on

A

RT

by th

e be

ginn

ing

of th

e qu

arte

r

Cum

ulat

ive

num

ber e

nrol

led

in

HIV

car

e by

the

begi

nnin

g of

qu

arte

r

Tota

l num

ber w

ho re

ceiv

ed

HIV

car

e du

ring

the

quar

ter

No.

of p

erso

ns o

n A

RT

at th

e en

d of

the

quar

ter w

ho w

ere

treat

ed w

ith U

SG

-fund

ed A

RT

(sub

set o

f 2qq

.)ss

.

Tota

l num

ber o

n A

RT

at th

e en

d of

the

quar

ter

Page 41: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

3. T

rain

ing

in A

RT

and

HIV

Car

e*1.

Num

ber o

f per

sons

trai

ned

in A

RT

ca

re d

urin

g th

e qu

arte

ra.

b.c.

d.0

2. N

o. tr

aine

d in

(non

-AR

T) H

IV p

allia

tive

care

dur

ing

the

quar

ter

e.

4.1

Cha

nge

in C

D4+ c

ount

and

adh

eren

ce to

AR

T fo

r 6-m

onth

coh

ort (

>6 y

ears

old

)

Mon

ths

whe

n co

hort

star

ted

AR

Ta.

a.N

umbe

r of p

erso

ns in

coh

ort

b.e.

b.e.

No.

in c

ohor

t who

hav

e C

D4+ c

ount

s c.

f.c.

f.M

edia

n C

D4+ c

ount

for c

ohor

td.

g.d.

g.N

o. in

coh

ort w

ho re

ceiv

ed A

RV

s fo

r 6

out o

f 6 m

onth

sh.

h.

5. N

umbe

r of p

atie

nts

on e

ach

regi

men

at t

he e

nd o

f the

qua

rter

d4T-

3TC

-NV

P

a.

aa.

d4T-

3TC

-EFV

b.bb

.d4

T-3T

C-L

PV

/rc.

cc.

ZDV

-3TC

-NV

P

d.

dd,

ZDV

-3TC

-EFV

e.ee

.Fe

b, M

ar, A

prZD

V-3

TC-L

PV

/rf.

ff.M

ay, J

une,

Jul

yZD

V-d

dI-N

VP

g.gg

.A

ug, S

ept,

Oct

ZDV

-ddI

-EFV

h.hh

.N

ov, D

ec, J

anZD

V-d

dI-L

PV

/r i.

iid4

T-dd

I-NV

Pj.

jj.d4

T-dd

I-EFV

k.kk

.d4

T-dd

I-LP

V/r

l.ll.

m.

mm

.n.

nn.

o.oo

.p.

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Page 42: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 43: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Multi-country Columbia Antiretroviral Programme (MCAP) Columbia University Mailman School of Public Health is a Track 1.0 partner under the first phase of the US President's Emergency Plan. It is implementing HIV care and treatment at sites in Kenya, Mozambique, Rwanda, South Africa, and Tanzania, and must aggregate data using the Track 1.0 quarterly report form. Adult enrolment and follow-up forms

These forms contain many of the same data elements on the Patient HIV care / ART cards presented previously; however, the information is collected over eight pages (four each) in a more user-friendly format. While check boxes and bubbles may reduce the incidence of reporting error, it ultimately results in a much larger volume of paper being used and stored. The storage of paper charts involves a more complex filing system, and the use of limited space and resources. The advantage of the card system is that it is a self-contained unit that can be filed, referenced, and transported relatively easily. Each programme must make its own decision, weighing the costs and benefits of each system.

Adult patient care flowsheet

This form functions in the same way as the summary sheet of the Patient HIV care / ART card shown in Annex D. Key information is transferred from the follow-up forms to allow providers a brief overview of a patient’s clinical status.

Paediatric patient care flowsheet

This form is similar to the adult patient counterpart with two main differences: function has been replaced by milestones; and tuberculin skin test results and pregnancy status have been replaced by HIV test type and results (HIV status is more difficult to determine in infants who have been exposed to the virus in the womb and requires several tests to confirm positivity).

Page 44: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 45: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

MCAP ADULT ENROLLMENT FORM

MCAP Adult Enrollment Form – Version 1.0 – page 1 of 4 International Center for AIDSCare and Treatment Programs (ICAP)

Patient Name: Patient ID Number:

Enrollment Date: Site/Facility Code: Family Code:

day month year optional optional

1. Date of birth: 1a. Age at last birthday day month year

(Enter 99 if information is not known) (Enter 99 if information is not known)

2. Sex: O Female O Male

3.

4.

Referred by: O VCT site O pMTCT site O family member enrolled in MCAP O self-referral O TB clinic O STI clinic O inpatient hospital ward O outpatient clinic O other O traditional healer O other HIV/AIDS treatment program (specify) :

Does the patient have a household member enrolled in MCAP? O Yes O No Index Patient’s MCAP ID #:

5. Is the patient a member of MCAP staff (health care worker) or family of MCAP staff? O Yes O No

6. Is the patient currently pregnant? O Yes O No Expected Date of Delivery:

7. Does the patient have a spouse, partner, household member(s) or child(ren) who might be eligible for MCAP? (e.g. known to be HIV-infected or at risk of HIV-infection?) O Yes O No

O Done8. Is the patient employed outside the home? O Yes O No

Provide referrals for VCT and/orMCAP enrollment as appropriate

9. Does the patient have electricity inside the home? O Yes O No 10. Does the patient have running (piped) water inside the home? O Yes O No

11. Within the last month, has the patient experienced any of the following symptoms? O Yes O NoIf yes, fill in the 'o' to the right of each condition. If no, proceed to question 12.

Symptom Yes Symptom YesCough O Pain - Abdominal ODepression O Pain - Muscles ODiarrhea O Pain - Legs/feet ODifficulty breathing O Poor appetite OFatigue O Rash OFever O Thrush OHeadache O Weakness OMemory problems O Weight gain ONausea and/or vomiting O Weight loss ONew visual problems O Other 1 (specify): ONight sweats O Other 2 (specify): ONumbness or tingling in legs and/or feet O Other 3 (specify): O

12. Functional status (please select one):O Working (able to perform usual work in or out of the house)O Ambulatory (unable to work, but able to perform activities of daily living – e.g eating, bathing – without assistance) O Bedridden (unable to perform activities of daily living – e.g. eating, bathing – without assistance)

Columbia UniversityMailman School of Public Health

Page 46: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

MCAP Adult Enrollment Form – Version 1.0 – page 2 of 4 International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

13. Are the patient and/or his/her partner currently using any form of family planning? O Yes O No If yes, fill in ‘o’ for all that apply:

O Condoms O Oral Contraceptive Pills O Injectable/ implanted hormones (e.g. Depo-provera, Norplant) O Diaphragm / Cervical Cap O Intrauterine Device O Vasectomy/ tubal ligation/ hysterectomy O Other:

14. Physical examination

Temperature oC Height cm Weight kg

Examinations Normal Abnormal Not Done Comments / DescriptionsEars, nose, throat O O OHead and neck O O OCardiovascular O O OLungs O O OAbdomen O O OLymph nodes O O OSkin O O OUrogenital O O OMusculoskeletal O O ONeurological O O OOther 1 (specify): O O OOther 2 (specify): O O O

15. Has the patient ever had, or does the patient currently have, any of the following conditions? Fill in the 'o' to the right of each indicator condition

WHO Stage 1 WHO Stage 4 Asymptomatic HIV Infection O Candidiasis (esophageal, bronchi, trachea, or lungs) O Persistent generalized lymphadenopathy O Cryptococcosis, extrapulmonary O

WHO Stage 2 Cryptosporidiosis with diarrhea (> 1 month duration) O Herpes zoster (within last 5 years) O Cytomegalovirus disease (other than liver, spleen, lymph nodes) O Minor mucocutaneous manifestations O Herpes simplex (mucocutaneous >1month, or visceral any duration) O Recurrent upper respiratory tract infections O HIV encephalopathy O Weight loss � 10% of body weight O HIV wasting syndrome O

WHO Stage 3 Kaposi's sarcoma (KS) O Lymphoma O Severe bacterial infections

(i.e., pneumonia, pyomyositis)O

Atypical mycobacteriosis, disseminated O Oral candidiasis (thrush) O Unexplained chronic diarrhea (> 1 month) O

Mycosis, disseminated endemic (i.e., Histoplasmosis,Coccidiodomycosis)

O

Tuberculosis, extrapulmonary O Unexplained prolonged fever (intermittent or constant, > 1 month)

OPneumocystis carinii pneumonia (PCP) O

Oral hairy leukoplakia O Progressive multifocal leukoencephalopathy (PML) O Tuberculosis, pulmonary (within previous year) O Salmonella septicemia, non-typhoid O Weight loss > 10% of body weight O Toxoplasmosis, CNS O

16. Based on the table above, what is the highest WHO staging indicator condition the patient has experienced to date?O WHO Stage 1 O WHO Stage 2 O WHO Stage 3 O WHO Stage 4

17. What is the patient’s most recent CD4 count? Date specimen collected

/mm3 %

Page 47: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

MCAP Adult Enrollment Form – Version 1.0 – page 3 of 4 International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

18. What medications is the patient currently taking? O Isoniazid (INH) preventive therapy O Cotrimoxazole prophylaxis O Treatment for active TB disease O Antiretroviral treatment (ART): please specify O Other (please list all prescription, nonprescription, herbal, complementary, and traditional agents):

19. Has the patient previously been treated for tuberculosis? O Yes O No

20, Has the patient previously taken antiretroviral medication? O No O Yes, but only to prevent mother-to-child-transmission (pMTCT) O Yes, patient was previously treated with antiretroviral medication (ART)

21. If not on OI prophylaxis, indicate eligibility for OI prophylaxis as of this visit:

O Not yet determined/ awaiting other information

O Ineligible

O Eligible

22. If not on antiretroviral treatment (ART), indicate eligibility for ART as of this visit:

O Not yet determined/ awaiting other information

O Ineligible

O Eligible

If the answer to Q 19 and/or Q 20 is yes, specify medications used and when treated:

O Newly eligible for prophylaxis by CD4 count CD4 count =

O Newly eligible for prophylaxis by WHO Stage WHO Stage =

O Previously eligible for prophylaxis (specify):

O Newly eligible for ART by CD4 count CD4 count =

O Newly eligible for ART by WHO Stage WHO Stage =

O Previously eligible for ART (specify):

23. List all medications being started, stopped, or continued (chart continues on next page):

Medication RecommendationStart Stop Continue

Reasons forDiscontinuation*

Dose and Comments

Cotrimoxazole O O ODapsone O O O

Zidovudine (AZT) O O OLamivudine (3TC) O O OStavudine (D4T) O O ODidanosine (DDI) O O OAbacavir (ABC) O O ONevirapine (NVP) O O OEfavirenz (EFV) O O ONelfinavir (NFV) O O OLopinavir/ritonavir (LPV/r) O O OTenofovir (TDF) O O O

continued on next page…

Page 48: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

MCAP Adult Enrollment Form – Version 1.0 – page 4 of 4 International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

Medication chart, continued…

Medication Recommendation start stop continue

Reasons forDiscontinuation*

Dose and Comments

Isoniazid (INH): O O ORifampin (RIF): O O OEthambutol (ETH): O O OPyrazinamide (PZA): O O OStreptomycin (STREP): O O O

Other (specify): O O OOther (specify): O O O

* Reasons for Discontinuation:1 = Side Effect / Toxicity / Drug interaction 3 = Patient non-adherence 5 = pMTCT prophylaxis complete 7 = Other, specify2 = Disruption in Drug Supply / Stock out 4 = Treatment failure 6 = Patient refused

25. Patient Plan:

26. What tests will be ordered for the patient?Fill in ‘o’ for all that apply:O None O Electrolytes

O Complete Blood Count O Tuberculin skin test (TST using PPD)

O CD4 Count O Sputum for AFB

O ALT (Alanine Aminotransferase) O Pregnancy test

O AST (Aspartate Aminotransferase) O Radiology test (specify):

O Creatinine O Other (specify):

27. What referrals will be made for the patient?Fill in ‘o’ for all that apply:ONone O TB treatment / DOT program O Social support services

OFamily planning services O Adherence counseling O Other referral (specify):

ONutritional support O Mental health services

O In-patient care / Hospitalization O Psychosocial counseling

28. When is the patient's next appointment?O 1 week O 3 months Appointment Date:

O 1 month O 6 months

O 2 months O Other (specify): day month year

Form Completed By: Provider Initials:

Page 49: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

MCAP ADULT FOLLOW-UP FORM

MCAP Adult Follow-Up Form – Version 1.0 – Page 1 of 4 International Center for AIDSCare and Treatment Programs (ICAP)

Patient Name: Patient ID Number:

Visit Date:

day month year

1. Does the patient have a new medical problem, physical symptom, or concern today? O Yes O No If yes, please describe:

2. Within the last month, has the patient experienced any of the following symptoms? O Yes O No If yes, fill in the 'o' to the right of each condition. If no, proceed to question 3.

Symptom Yes Symptom YesCough O Pain - abdominal ODepression O Pain - muscles ODiarrhea O Pain - legs/feet ODifficulty breathing O Poor appetite OFatigue O Rash OFever O Thrush OHeadache O Weakness OMemory problems O Weight gain ONausea and/or vomiting O Weight loss ONew visual problems O Other 1 (specify): ONight sweats O Other 2 (specify): ONumbness or tingling in legs and/or feet O Other 3 (specify): O

3. Physical examination

Temperature oC Height cm Weight kg Change in weightsince last visit:

Examinations Normal Abnormal Not Done Comments / DescriptionsEars, nose, throat O O OHead and neck O O OCardiovascular O O OLungs O O OAbdomen O O OLymph nodes O O OSkin O O OUrogenital O O OMusculoskeletal O O ONeurological O O OOther 1 (specify): O O OOther 2 (specify): O O O

4. Functional status (please select one):O Working (able to perform usual work in or out of the house)O Ambulatory (unable to work, but able to perform activities of daily living – e.g eating, bathing – without assistance) O Bedridden (unable to perform activities of daily living – e.g. eating, bathing – without assistance)

Columbia UniversityMailman School of Public Health

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Annex M1. MCAP adult enrolment and follow-up forms

5. Are the patient and/or his/her partner currently using any form of family planning? O Yes O No If yes, fill in ‘o’ for all that apply:

O Condoms O Oral Contraceptive Pills O Injectable/ implanted hormones (e.g. Depo-provera, Norplant) O Diaphragm / Cervical Cap O Intrauterine Device O Vasectomy/ tubal ligation/ hysterectomy O Other:

6. If the patient is female, is she pregnant?

O Yes, the patient is known to be pregnant. The expected date of delivery isO No, the patient is not known to be pregnant. day month yearO The patient was pregnant; the pregnancy has ended since her last visit.

O Live birth O Pregnancy loss/ still birth O Pregnancy termination

7. Since the last visit, has the patient been hospitalized for HIV-related reasons? O Yes O No If so, briefly describe the reason for hospitalization:

Enrolled in MCAP? O Yes O No - if no, why not? (specify):

8. What is the highest WHO staging indicator condition the patient has experienced to date?O WHO Stage 1 O WHO Stage 2 O WHO Stage 3 O WHO Stage 4

9. What is the patient’s most recent CD4 count? Date specimen collected

/mm3 % day month year

10. Since the last visit, has the patient had any other significant clinical or laboratory findings that will change his/ her medical management? If so, please detail here :

11. If the patient is not on OI prophylaxis, indicate eligibility for OI prophylaxis as of this visit: O Not yet determined/ awaiting other information

O Ineligible

O Eligible O Newly eligible for prophylaxis by CD4 count CD4 count =

O Newly eligible for prophylaxis by WHO Stage WHO Stage =

O Previously eligible for prophylaxis (specify):

International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

MCAP Adult Follow-Up Form – Version 1.0 – Page 2 of 4

Page 51: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M1. MCAP adult enrolment and follow-up forms

12. If the patient is not on antiretroviral treatment (ART), indicate ART eligibility as of this visit:

O Not yet determined/ awaiting other information

O Ineligible

O Eligible

13. If the patient is taking ARVs, during the last seven days, how many of her/his pills did the patient take? (If not taking ARVs, skip to question 15)

Read list to patient, fill in only one 'o'O None of her/his pills O Very few of her/his pills O About half of her/his pills

O Most of her/his pills O All of her/his pills every day

14.If the patient missed any pills in the last seven days, what reason(s) did s/he provide?Read list to patient, fill in 'o' for all that applyO Forgot O Clinic ran out of medication O Patient ran out of pills O Felt too ill O Lost her/his medication O Other reason:

O Side effects O Disclosure or privacy issues

O Newly eligible for ART by CD4 count CD4 count =

O Newly eligible for ART by WHO Stage WHO Stage =

O Previously eligible for ART (specify):

If all taken, skip to Question 15

15. List all medications being started, stopped, or continued:

Medication RecommendationStart Stop Continue

Reasons forStopping Med*

Dose and Comments

Cotrimoxazole O O ODapsone O O O

Zidovudine (AZT) O O OLamivudine (3TC) O O OStavudine (D4T) O O ODidanosine (DDI) O O OAbacavir (ABC) O O ONevirapine (NVP) O O OEfavirenz (EFV) O O ONelfinavir (NFV) O O OLopinavir/ritonavir (LPV/r) O O OTenofovir (TDF) O O O

Isoniazid (INH): O O ORifampin (RIF): O O OEthambutol (ETH): O O OPyrazinamide (PZA): O O OStreptomycin (STREP): O O O

Other (specify): O O OOther (specify): O O O

* Reasons for Stopping Medication:1 = Side Effect / Toxicity / Drug interaction 3 = Patient non-adherence 5 = pMTCT prophylaxis complete 7 = Other, specify:2 = Disruption in Drug Supply / Stock out 4 = Treatment failure 6 = Patient refused

International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

MCAP Adult Follow-Up Form – Version 1.0 – Page 3 of 4

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Annex M1. MCAP adult enrolment and follow-up forms

16. Patient Plan

17.What tests will be ordered for the patient? Fill in ‘o’ for all that apply:O None O Electrolytes

O Complete Blood Count O Tuberculin skin test (TST using PPD)

O CD4 Count Assay O Sputum for AFB

O ALT (Alanine Aminotransferase) O Pregnancy test

O AST (Aspartate Aminotransferase) O Radiology test (specify):

O Creatinine O Other (specify):

18. What referrals will be made for the patient? Fill in ‘o’ for all that apply:ONone O TB treatment / DOT program O Social support services

OFamily planning services O Adherence counseling O Other referral (specify):

ONutritional support O Mental health services

O In-patient care / Hospitalization O Psychosocial counseling

19. When is the patient's next appointment?O 1 week O 3 months Appointment Date:

O 1 month O 6 months

O 2 months O Other (specify): day month year

Form Completed By: Provider Initials:

International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

MCAP Adult Follow-Up Form – Version 1.0 – Page 4 of 4

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Annex M2. MCAP adult patient care flowsheet

MCAP Adult Patient Care Flowsheet

Patient Name: Patient ID Number:

Date Function(W, A, or B)

Wt(kgs)

WHOstage

CD4 TST(-/+)

Pregnant?(Y/N/NA)

INH?(Y/N)

CTX?(Y/N)

ART?(Y/N)

If on ARVs, list regimen

* W = able to work, A = ambulatory, B = bedbound

MCAP Adult Patient Care FlowsheetInternational Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

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Annex M3. MCAP paediatric patient care flowsheet

MCAP Pediatric Patient Care Flowsheet

Patient Name: Patient ID Number:

CD4Date Milestones(Y/N)

Wt(kgs)

WHOstage

# %

HIV test (type & results )

INH?(Y/N)

CTX?(Y/N)

ART?(Y/N)

If on ARVs, list regimen

* Y = meeting developmental milestones, N = not meeting developmental milestones

MCAP Pediatric Patient Care Flowsheet – Version 1.0International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

Page 55: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex M3. MCAP paediatric patient care flowsheet

MCAP Pediatric Patient Care Flowsheet

Patient Name: Patient ID Number:

HIV test results:

Test #1: Type of test O HIV DNA PCR O HIV RNA PCR O Antibody test

Date of specimen: / / Age of child on date of test:

MCAP Patient Patient Care Flowsheet – Version 1.0 International Center for AIDSCare and Treatment Programs (ICAP)

Columbia UniversityMailman School of Public Health

O years O months

Test result:

Test #2: Type of test O HIV DNA PCR O HIV RNA PCR O Antibody test

Date of specimen: / / Age of child on date of test: O years O months

Test result:

Test #3: Type of test O HIV DNA PCR O HIV RNA PCR O Antibody test

Date of specimen: / / Age of child on date of test: O years O months

Test result:

CD4Date Milestones(Y/N)

Wt(kgs)

WHOstage

# %

HIV test (type & results )

INH?(Y/N)

CTX?(Y/N)

ART?(Y/N)

If on ARVs, list regimen

* Y = meeting developmental milestones, N = not meeting developmental milestones

Page 56: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 57: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

AIDSRelief Project (partners include: Catholic Relief Services, Catholic Medical Mission Board, Interchurch Medical Assistance, Futures Group, and University of Maryland) The AIDSRelief Project is another Track 1.0 partner which has developed optional template forms for its project sites to use in the field. Some or all of the sites in Guyana, Haiti, Nigeria, South Africa, Tanzania, Uganda and Zambia have adapted or are in the process of adapting the forms. Medical data card

The medical data form is another presentation of the HIV care / ART patient card presented in Annex D using bubbles rather than codes.

Home visit form The home-based care forms were created at the request of project sites that wanted to capture basic information from established home-based care and adherence programmes.

Page 58: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 59: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Annex N1. AIDSRelief Project medical data card

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____/_

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______/_

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______/_

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. AR

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________________________________________

Hom

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Form

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ber

4, 2004

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KwaZulu Natal province, South Africa Adult visit summary form

KwaZulu Natal province in South Africa has developed a set of forms for both adults and children for its ARV rollout programme that may be accessed at: http://www.kznhealth.gov.za/arv/forms.htm. The adult visit summary form is an alternative presentation of a patient encounter form that is filled out at each patient visit.

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Annex P1. KwaZulu Natal adult visit summary form

/ / / / /

CD4 Count

Viral Load

Hb

WCC

Plts

ALT

GGT

Alk Phos

Cholestrol

Test Type

Result

1

2

3

4

Event / Grade

Event / Grade

Event / Grade

Event / Grade

Cotrimoxazole

Fluconazole

In Out In Out In Out In Out In Out

Social Work

Counselling

TB Clinic

Inpatient/Hospital

Antenatal

Dietician

Specialist Clinic

Other (specify)

/ /

/ /

/ /

/ / / / / /

/ / / /

Temperature

/ /

/ /

WHO Performance

Height (metres)

Weight (kgs)

BMI

Treatment Regimen

Months on Treatment

Blood Pressure (systolic/diastolic)

Bloods Taken (X=No; Tick=Yes)

Blo

od R

esul

tsO

ther

Tes

ts

Visit Date

Scheduled (X=No; Tick=Yes)

Date of Next Visit

WHO Staging

Months on Regimen

Change in Treatment Regimen

No. of Missed Doses

TB Symptoms (Tick=Yes)

Substitutions

Action

Comments

Captured By

SA ID Number

Hospital File Number

Months on TB Treatment

Adv

erse

Eve

nts/

Sid

e E

ffect

s

Opp

ortu

nist

icIn

fect

ions

OI

Pro

phy-

laxi

s

Ref

erra

ls(T

ick=

Yes

)

ADULT VISIT SUMMARY FORM

KwaZulu Natal Department of HealthComprehensive Care Programme

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Ethiopia ARV clinic patient record

Ethiopia has recently adapted the WHO forms to distribute nationally as it prepares to scale up ART. While the registers and aggregated data forms are almost identical for reporting reasons, the country has opted to include a set of clinical intake forms. The clinical form has the advantage of taking a clinician through the intake process, ensuring coverage of the major parts of a patient's clinical history and provides a comprehensive overview of the patient, including his or her social and economic circumstances. All but the two sections (E and F) of the form are filled out only once, at the initial visit (section G is filled out at the second visit). Section F gives an example of an adherence assessment form (to be filled out at each visit), which provides an estimate of self-reported adherence and reasons for poor or non-adherence.

HIV care / ART follow-up form

The follow-up form is similar to WHO's patient card encounter form. However, due to the lack of a patient summary form, it also incorporates information from clinical intake forms to facilitate data transfer to the pre-ART register. In addition the codes are more descriptive and provide users with a quick assessment of adherence.

Cohort analysis form

Ethiopia's cohort analysis form is a good example of a country-adapted form. While it is almost an exact replica of the generic WHO form, it has added mean CD4 % for children and replaced the months and years with those from the Ethiopian calendar. In addition to the regular A3 size presentation of the form, Ethiopia has created poster-size laminated cohort forms to be filled out and displayed at facilities to show progress of patients on treatment.

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD A. PATIENT REGISTRATION FORM

Health Facility Name:_________________________________________________________________ Date:______/______/___________

PATIENT IDENTIFICATION

Name: ________ __ Father’s Name: _____ ____ __ _ Grandfather’s Name: ________

Date of Birth:______/______/_____ Age:_______ Gender: ○ Male ○ Female

ART Unique ID No.: Patient Card No.: __________/__________

MARITAL STATUS: LEVEL OF EDUCATION: RELIGION:

○ Never Married ○ No education ○ Muslim

○ Married (incl. de facto) ○ Primary ○ Orthodox

○ Separated ○ Secondary ○ Protestant

○ Divorced ○ Tertiary ○ Catholic

○ Widow/Widower ○ Other

Occupation: ____________________________________________________________

HUSBAND / WIFE AND DEPENDENT CHILDREN AT HOME ○ Husband/Wife Children ○ Yes ○ No

If Yes: Age _____,______,______,______,______,______,

PATIENT ADDRESS Region: ________________________ Woreda/Kifle Ketema: ______________________ __

Kebele/Peasant Association: ___________________________________________________________ House No.:____________

Telephone Number: Home ____ Mobile: ______ Work: ____________________

PATIENT REFERRAL INFORMATION

From with-in the hospital

○ In-patient ○ Medical Outpatient ○ TB Clinic ○ STI Clinic

○ PMTCT ○ General VCT ○ Pediatric Outpatient ○ Other Outpatient

Outside the Hospital

○ Health Centers ○ Public Hospital ○ Private Hospital ○ NGO/FBO Hospital

○ Private Clinic ○ Self-referred ○ Community Referred ○ Others ○ Unknown

CARE GIVER/EMERGENCY CONTACT INFORMATION:

Full Name: _______________________________________________________________________________ Age: _____________

Gender: ○ Male ○ Female

Relation: _____________________________________ ○ Other (Specify) __________________________________________

Address: ○ Same as patient’s address

Region: ________________________ Woreda/Kifle Ketema: ______________________ __

Kebele/Peasant Association: ___________________________________________________________ House No.:____________

Telephone Number: Home ____ Mobile: ______ Work: ____________________

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INSTRUCTIONS: A. PATIENT REGISTRATION FORM

Note: All fields must be filled in Health Facility Name – Health Facility name as registered at the Ministry of Health Date: - Use Ethiopian calendar and a format of DD/MM/YYYY Name: - Enter patient’s name. Father’s Name: - Enter patient’s father’s name. If not known enter NA. Grandfather’s Name: - Enter patient’s grandfather’s name. If not known enter NA Patient Card Number- 6 digit number followed by year found on patient card to be issued to patient by ART Unique ID No. –Patients should be assigned Unique ART number. This will be (region number/ woreda / facility /patient assigned 5 digit number). The first patient to start ART in the clinic will be given 00001. Date of Birth: - Use Ethiopian calendar and a format of DD/MM/YYYY. If only month and year are known then enter 00 for day, if only year is known than enter 00 for day and 00 for month. Age: - Enter patient’s current age in years. If patient is less than 5 years old, enter age in months. Gender: - fill in the appropriate circle Marital Status: - fill in appropriate circle Level of Education: - fill in appropriate circle Religion: - fill in appropriate circle Occupation: Please fill in patient’s job Husband/Wife and dependent children at home: Please fill the appropriate circle (Husband or Wife). Fill in the appropriate circle for children. If there are children, please list all the ages in ascending order (eg 2, 5, 7 …) Patient Address: - Enter address at which patient normally lives

a. Region – Enter one of the following number codes 1. Tigray (TG) 6. Benshangul .Gumuz (BG) 2. Afar (AF) 7. SNNPR (SN) 3. Amhara (AM) 12. Gambella (GA) 4. Oromia (OR) 13. Harar (HA) 5. Somali (SO) 14. Addis Ababa (AA)

15. Dire Dawa (DD) b. Woreda/Kifle Ketema – For Addis Ababa enter patient’s Kifle ketema. For other regions enter patient’s Woreda #. c. Kebele – Enter patient’s Kebele number d. House No. – Enter patient’s house number e. Home Telephone – Enter patient’s telephone number. If patient does not have a telephone enter NA. f. Mobile – Enter patient’s mobile (cell) telephone number. If patient does not have a mobile enter NA. g. Work – Enter patient’s work telephone number. If patient does not have a work telephone enter NA

Patient Referred From: - fill in appropriate circle. If patient is referred from Outside Clinic/Health Facility fill in the name of the Clinic/ Health Facility. If patient is referred from other fill in name of the other facility. Care giving Relative Information: Enter the name of family member that is aware of patient’s serostatus to avoid unintended disclosure a. Name – Enter name of next of kin

b. Father’s name – Enter the father’s name of next of kin c. Age – Enter the age, in years, of the next of kin d. Relation – fill in the appropriate circle that best describes the relationship between the patient e. and the relative.

Care giving Relative Address: - If the relative’s address is the same as the patient, fill in the appropriate circle. If it is different then fill in the spaces using the same codes as listed above for Patient Address fields.

a. Region – Enter one of the region number codes listed above under Patient Address Region field. b. Woreda/Kifle Ketema – For Addis Ababa enter the Kifle ketema. For other regions enter the Woreda #. c. Kebele/Peasant Association – Enter relative’s Kebele//Peasant Association Number d. House No. – Enter relative’s house number e. Home Telephone – Enter relative telephone number. If they do not have a telephone number enter NA. f. Mobile – Enter relative’s mobile (cell) telephone number. If they do not have a mobile enter NA.

Work – Enter relative’s work telephone number. If they do not have a work telephone number enter NA.

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD B. PAST MEDICAL /TREATMENT HISTORY FORM Health Facility Name:_________________________________________________________________ Date:______/______/__________

PATIENT IDENTIFICATION Name: ___________ __ Father’s Name: _____ ______ __ _ Grandfather’s Name: __________ ART Unique ID No.: __ ________ Patient Card No.: ______________/_____________

PAST OPPORTUNISTIC ILLNESS (MARK ALL THAT APPLY) ○ Candidiasis ○ Encephalopathy ○ PneumocystisCarinii Pneumonia

○ Candidiasis (Oropharyngeal) ○ Fever (>1 month; unexplained) ○ Pneumonia (recurrent)

○ CMV ○ Herpes Simplex (>1 month) ○ Recurrent URTIs

○ Cryptococcal Infection ○ Kaposi sarcoma ○ Salmonella Septicemia

○ Cryptococcal Meningitis ○ Minor Mucocutaneous Manifestations ○ TB-Extrapulmonary

○ Cryptosporidiosis ○ Mycosis ○ Toxoplasmosis (brain)

○ Diarrhea (>1 month) ○ PGL ○ Wasting Syndrome

○ Disseminated Atypical Mycobacteriosis ○ PML

Other (specify) ________________________________________________

PAST TESTS/TREATMENT TB ○ TB Smear Date: _____/______/_____ Site/Health facility:_______________________________________________________

Result: ○ Not Determined ○ Negative ○ Positive ○ Pos +1 ○ Pos +2 ○ Pos +3 ○ Unknown

TB Tx ○ Yes ○ No Completed Tx ○ Yes ○ No

Date Tx started _________/_____/_____ Date completed _________/______/_____

Regimen: ○ Not Determined ○ 2SRHZ/6EH ○ 2HRZES/1HRZE/5HRE ○ 2HRZE/6HE

Post Treatment smear: ○ Sputum smear + Date ____/___ /_____ Smear negative Date _____/______/____

HIV

HIV Test ○ Yes ○ No, if yes Date: ____/___ /_____ Site/Health facility:________________________________________________

ARV Rx ○ Yes ○ No if yes Start: ____/___ /_____ Length (weeks) ○ Still on Treatment

Regimen: ○ d4t (30)-3TC-NVP ○ d4t (40)-3TC-NVP ○ d4t (30)-3TC-EFV

○ d4t (40)-3TC-EFV ○ AZT-3TC-NVP ○ 2nd line

○ PMTCT ○ Yes ○ No If Yes Site/Health facility:___________________________________________________

Regimen: ○ Nevirapine ○ Non-Nevirapine Baby Treated: ___________

CD4

○ CD4+ ○ Yes ○ No, if yes Date: ____/___ /_____ Site Health facility: ________Result ____ ____/mm3

MEDICATIONS: Cotrimoxazole ○ Yes ○ No INH ○ Yes ○ No Fluconazole ○ Yes ○ No

Other Medication/s (Specify): ________________________________________________________________________________ Known Drug-related Allergies

○ Penicillium ○ Cephalosporin ○ Sulfonamides (Cotrimoxazole, etc.)

○ Amino glycosides (Streptomycin, etc) ○ Other______________________________________________________(specify)

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INSTRUCTIONS: B. PAST MEDICAL /TREATMENT HISTORY FORM Note: All fields must be filled in

Health Facility name – Health Facility name as registered at the Ministry of Health Date: - Use Ethiopian calendar and a format of DD/MM/YYYY ART Unique ID No. –Patients should be assigned Unique ART number. This will be.(region number/ woreda /facility / patient assigned 5 digit number ). The first patient to start ART in the clinic will be given 00001. Patient Card No. - 6 digit number followed by year found on patient card to be issued to patient by facility. Past Opportunistic Illness – fill in all applicable circles. Note that this information can be obtained from both the patient and any available medical/lab records. Past Tests/Treatment – If a patient has had more than one of these tests in the past, list only the most recent ones. Indicate the test date using Ethiopian calendar and a format of DD/MM/YYYY. The site refers to the facility at which the test was performed. If unknown enter NA in space. For CD4 test, if result is not available/unknown enter NA in result space.

a. TB – Enter date upon which patient initiated TB treatment and completed treatment using Ethiopian calendar and DD/MM/YYYY format. b. ARV – Enter date on which patient initiated ARV treatment using Ethiopian calendar and DD/MM/YYYY format. Enter the length of treatment (in number of weeks) calculated from the start date to date the treatment ended. If patient is currently on ARV treatment, calculate length of treatment from start date to today. Fill in the appropriate circle for regimen and for outcome. c. PMTCT – Same as with ARV

Prophylaxis – Same general instructions as Past Treatment fields. Current Medications – Fill in all applicable circles. If ‘Other’ write in medications.

Known Drug Allergies – Fill in all applicable circles. If ‘Other’ write in drug name/class

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD C. GENERAL CONDITION/PHYSICAL EXAM

Health Facility Name:_________________________________________________________________ Date:______/______/_______

PATIENT IDENTIFICATION Name: ____________________________ Father’s Name: _____________________________ Grandfather’s Name: __________________________ ART Unique ID No.: __________________________________________ Patient Card No.: ______________/_____________

VITAL SIGNS AND FUNCTIONAL LEVEL Height (cm) Weight (kg) Temp (oC) HR (b/m) BP (s/d mmHg) RR (R/m) __ __ __ __ __ __ __ __ __ __ __ __ __ __ / __ __ __ __ __ SYMPTOM SCREEN ○ Chronic Cough ○ Night Sweats ○ Numbness/Tingling ○ Dyspnea ○ Fever > 1 month ○ Persistent Headaches ○ Hemoptysis ○ Dysphagia and/or Odynophagia ○ Mental Confusion ○ Chronic Fatigue ○ Nausea and/or Vomiting ○ Chronic Diarrhea ○ Weight Loss ○ __% body wt ○ Abdominal Pain ○ STI Symptoms ○ Flu-like (URTI) PATIENT’S PREGNANCY STATUS ○ Pregnant EDD ____/____/____ ○ Not Pregnant ○ Not Applicable (male) GENERAL APPEARANCE OF PATIENT AT PRESENTATION: _________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

PHYSICAL EXAM

Physical Exam Normal Abnormal Specify Abnormal Finding

HEENT

Lymph nodes

Chest

Heart

Abdomen

Genitourinary System

Musculo-skeletal system

Skin

Nervous System

Other findings:

________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________________

________________________________________________________________________________________________________________

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INSTRUCTIONS: C. GENERAL CONDITION/PHYSICAL EXAM Note: All fields must be filled in

Health Facility Name – Health Facility name as registered at the Ministry of Health

Date: - Use Ethiopian calendar and a format of DD/MM/YYYY.

ART Unique ID No. –Patients should be assigned Unique ART number. This will be (region number/ woreda /facility

/patient assigned 5 digit number ). The first patient to start ART in the clinic will be given 00001.

Patient Card No. - 6 digit number followed by year found on patient card to be issued to patient by facility

Functional status – W or Work = working, A or Amb= ambulatory, B or Bed= bedridden (Working=able to perform usual

work in or out of the house, harvest, go to school. Ambulatory=ambulatory but not able to work. Able to perform

activities of daily living. Bedridden=not able to perform activities of daily living.

Vital Signs - Enter all the indicated vital signs.

Symptoms – Fill in all applicable circles. Note the following:

a. For ‘Cough’ you can fill in duration and whether it is productive if applicable

b. For ‘Fever’ you can fill in duration if applicable

c. For ‘Weight Loss’ you can fill in if > than 10% of body weight

d. For ‘Amenorrhea’ you should enter the date of LMP using Ethiopian calendar and DD/MM/YYYY format

e. For ‘Diarrhea’ you can enter duration and if there is blood present

Patient’s Pregnancy Status – fill in appropriate circle. If patient is currently pregnant indicate the Expected Delivery Date

using Ethiopian calendar and a format of DD/MM/YYYY

Physical and Mental Examination – fill in all applicable circles. Note that the left-hand column should be filled in if

findings are normal. If findings are abnormal for any system, fill in applicable circles or spaces to the right.

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD D. CLINICAL REVIEW Health Facility Name:_________________________________________________________________ Date:______/______/__________

PATIENT IDENTIFICATION

Name: ___________ __ Father’s Name: _____ ______ __ _ Grandfather’s Name: __________ ART Unique ID No.: __ ________ Patient Card No.: ______________/_____________

WHO STAGING

WHO Stage 1 Conditions

○ Persistent Generalized Lymphadenopathy (PGL)

WHO Stage 2 Conditions

○ Minor Mucocutaneous Manifestations ○ Herpes Zoster

○ Weight Loss <10% of Body Weight ○ Recurrent Upper Respiratory Tract Infections

WHO Stage 3 Conditions

○ Oral Candidiasis ○ Weight Loss >10% of Body Weight

○ Oral Hairy Leukoplakia ○ Bacterial Pneumonia

○ Unexplained Chronic Diarrhea (>1 month) ○ Other Severe Bacterial Infections (i.e. pyomyositis)

○ Unexplained Prolonged Fever (>1 month) ○ Pulmonary Tuberculosis

WHO Stage 4 Conditions

○ Extrapulmonary Tuberculosis ○ HIV Wasting Syndrome

○ Atypical Mycobacteriosis ○ Candidiasis (Esophagus, Trachea, Bronchi or Lungs)

○ Crytococcosis Extrapulmonary ○ Cryptosporidiosis with Diarrhea (>1 month duration)

○ Herpes Simplex (mucocutaneous >1 month, or visceral ○ CMV Disease (other than liver, spleen, lymph nodes)

○ HIV Encephalopathy ○ Karposi’s Sarcoma

○ Lymphoma ○ PML

○ Mycosis, Disseminated (i.e. Histoplasma, Coccidioides) ○ Pneumocystis Carinii Pneumonia (PCP)

○ Salmonella Septicemia, Non-typhoid ○ Toxoplasmosis of the CNS

CLINICAL REVIEW

Does the Patient need evaluation for cough or TB?

○ No ○ Yes if Yes, Order: ○ TB sputum smear ○ Empiric Antibiotics ○ Chest X-Ray

Does the Patient need evaluation for diarrhea?

○ No ○ Yes Order: ○ Stool Examination ○ Empiric Antibiotics ○ Empiric Antiparasitics

Does the Patient need evaluation for fever?

○ No ○ Yes Order: ○ Urine Analysis ○ Malaria Slide ○ Hb, WBC, Diff

○ Blood Culture ○ Empiric Antibiotics ○ other (specify __________________________)

Does the Patient need prophylactic medication? ○ No ○ Yes

Does the Patient need evaluation for ARV treatment? ○ No ○ Yes

○ Start Education Sessions If Yes: ○ Hgb, WBC with differential ○ Liver function test (ALT) ○ CD4 count

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INSTRUCTIONS: D. CLINICAL REVIEW Note: All fields must be filled in

Health Facility name – Health Facility name as registered to the facility by the Ministry of Health

Date: - Use Ethiopian calendar and a format of DD/MM/YYYY

ART Unique ID No. –Patients should be assigned Unique ART number. This will be (region number/ Woreda /facility

/patient assigned 5 digit number ). The first patient to start ART in the clinic will be given 00001.

Patient Card No. - 6 digit number followed by year found on patient card to be issued to patient by facility.

WHO Staging – fill in all applicable circles in each level. Note that a patient’s WHO stage is the highest stage that has at

least one circle filled in.

Clinical Review – The purpose of this section is to help the clinical provider develop an appropriate plan of care based

on HIV/AIDS treatment guidelines. Any ‘Order’ circles filled in should be followed up with the appropriate laboratory/X-

ray request form.

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD E. SOCIAL ASSESSMENT Health Facility Name:_________________________________________________________________ Date:______/______/__________

PATIENT IDENTIFICATION Name: ___________ __ Father’s Name: _____ ______ __ _ Grandfather’s Name: __________ ART Unique ID No.: __ ________ Patient Card No.: ______________/_____________

EMPLOYMENT Current employment: ○ Working full time ○ Working part-time ○ Not working/Studying due to ill health ○ Unemployed Other (Specify):______________________________________________ Employer’s Name __________________________________ Department ____________________ Position _____________________ Does/Did illness affect ability to carry out this employment/study? ○ Yes ○ No If yes how often_____________________

If No is there any impact due to illness?__________________________________________

LIVING CONDITIONS

Home: Number of rooms ___ ___ ○ Running water ○ Electricity

Number of people in the household

RELIGIOUS/SUPPORTIVE CARE Religious conviction ○ Muslim ○ Orthodox ○ Protestant ○ Catholic ○ Other

Spiritual caregiver_________________________________________

Community Support/HIV support groups ○ Yes ○ No

DISCLOSURE Does anyone else know about your HIV Status? Family ○ Wife/Husband ○ Own Child (ren) ○ Parent(s) ○ Brother(s)/Sister(s) Others ○ Relatives ○ Friends

FAMILY MEMBERS – SPOUSE Condition of wife/husband: ○ Healthy ○ Chronic Ill ○ Dead ○ Unknown HIV tested Result ○ Not Asked ○ Negative ○ Positive ○ Unknown TB Result ○ Not Asked ○ Negative ○ Positive ○ Unknown Was/Is on ARV treatment Yes ○ No ○ Was/Is on TB treatment Yes ○ No ○

FAMILY MEMBERS – CHILDREN

Number of children alive Number HIV tested Number positive Number chronically ill

Number of children died Number HIV tested Number positive Number were chronically ill

ISSUES/CONCERNS IDENTIFIED General

○ Concerns about financial issue within the family ○ Bereavement/grief ○ Other concerns ○ Concerns about the children ○ HIV status disclosure concerns ○ Concerns regarding marital relationship ○ Adherence to treatment concerns

○ Concerns regarding family relations ○ Dietary problems

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INSTRUCTIONS: E. SOCIAL ASSESSMENT

Health Facility name – Health Facility name as registered at the Ministry of Health

Date: - Use Ethiopian calendar and a format of DD/MM/YYYY

ART Unique ID No. –Patients should be assigned Unique ART number. This will be.(region number/ woreda /

facility /patient assigned 5 digit number ). The first patient to start ART in the clinic will be given 00001.

Employment Details (especially important if the clinic is workplace clinic) Company – Fill in the name of the company where the patient words. If the patient is not working at this

time enter NA. Department – Fill in the department in which the patient works. If not known or not applicable enter NA

Employer’s Working/Study: -

a. Working full time – If the patient is full time employee

b. Working part-time – If the patient works on part time base. c. Not Working/studying due to ill health. – If the patient couldn’t work/or study due to HIV/AIDS related problems d. Unemployed – If the patient doesn’t work due to not HIV/AIDS related problems but other factors e. Other (specify)–Include students, housewives and other employment categories.

Disclosure: if any one knows the status of the patient/ child at work place, school, family and other

community members Family Members:

a. Family : Spouse and/or children aware of the patient’s serostatus b. Others: other relatives, friends etc who are aware of the patient’s serostatus

Family Member: spouse: please fill in the appropriate circle to indicate the health status of the spouse

Family Member: children: please fill in the appropriate circle to indicate the health status of the child

Issues/Concerns Identified: please fill in the appropriate circle to indicate the Issues/Concerns identified

Social assessment should be conducted whenever the patient comes to the Health facility by counselors or ART nurse

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FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD F. ART ADHERENCE COUNSELING Health Facility Name:_________________________________________________________________ Date:______/______/__________

PATIENT IDENTIFICATION Name: ___________ __ Father’s Name: _____ ______ __ _ Grandfather’s Name: __________ ART Unique ID No.: __ ________ Patient Card No.: ______________/_____________

HEALTH EDUCATION & KNOWLEDGE ○ Attended HIV related health education session(s) in the past

○ Attended HIV related counseling session(s) in the past

Understanding of HIV disease: ○ NA ○ - ○ + ○ ++ ○ +++

Understanding of HIV transmission: ○ NA ○ - ○ + ○ ++ ○ +++

Understanding of prophylaxis and treatment of OI: ○ NA ○ - ○ + ○ ++ ○ +++

Understanding of ART medication adherence: ○ NA ○ - ○ + ○ ++ ○ +++

RISK-BEHAVIOR ○ Has regular sexual partner

○ Has casual sexual partner(s) – Number of casual partners in last 3 months ○ 1 ○ 2 ○ 3 ○ >3

Condom use ○ NA ○ Never ○ Rarely ○ Sometimes ○ Mostly ○ Always ○ No response

Addictions:

Tobacco ○ NA ○ - ○ + ○ ++ ○ +++

Alcohol ○ NA ○ - ○ + ○ ++ ○ +++

Soft Drugs ○ NA ○ - ○ + ○ ++ ○ +++ e.g., Khat, Shisha, pills, etc.

Hard Drugs ○ NA ○ - ○ + ○ ++ ○ +++ e.g., cocaine, morphine, i.v.-drugs, etc.

Adherence: Concerns/barriers to ART:

○ Stigma (family and friends will find out) ○ Depressed/anxious

○ Afraid of medications (side effects; “poison”) ○ Will forget to take medications

○ Doubt that medications will work ○ Other _______________________________________________

GENERAL FEELING Since your last visit , have you had any problems or complaints? Have you been hospitalized?

○ No ○ Yes ○ No ○ Yes

How has your appetite been since your last visit? ○ Not Asked ○ Good ○ OK ○ Poor

How has your strength been since your last visit?

○ Normal ○ Weak, but not in bed ○ Very weak, often in bed ○ Extremely weak, mostly in bed

How many days have you been too sick to work? ____ ○ Lost job due to current illness

Evaluator’s impression about mental condition

○ At ease ○ Confused ○ Depressed ○ Anxious ○ Suicidal

APPROPRIATE REFERRAL ○ Physician ○ Pharmacy ○ Social Services ○ Laboratory ○ Community Based Organizations

Page 77: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

INSTRUCTIONS: F. ART ADHERENCE COUNSELING Note: All fields must be filled in This form must be completed each time a patient is seen at the ART clinic

Health Facility Name:- Health Facility name as registered at the Ministry of Health

Date: - Use Ethiopian calendar and a format of DD/MM/YYYY

ART Unique ID No. –Patients should be assigned Unique ART number. This will be. (Region number/ Woreda /

Facility /patient assigned 5 digit numbers). The first patient to start ART in the clinic will be given 00001.

Patient Card No. – 6 digit number followed by year found on patient card to be issued to patient by facility.

Health Education & Knowledge – fill in appropriate circles. Scale is from ‘- None’ to ‘+++ A great deal’

Life Style – fill in appropriate circles. Scale is from ‘- No Use’ to ‘+++ A great deal of use’

Issues Identified – fill all applicable circles, counsel and refer when necessary.

Adherence questions – fill in appropriate circle for each question. Educate patient re adherence at every visit.

General Feeling questions – fill in appropriate circles. Some questions may be more appropriate at follow-up.

Counsel patient accordingly

Appropriate referral: fill in appropriate circles and refer patient according to identified needs discovered

during counseling

The Adherence counseling form need to be filled by the counselor or nurse every time the patient comes to clinic. This form should be copied.

Page 78: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

FEDERAL MINISTRY OF HEALTH OF ETHIOPIA

ARV CLINIC PATIENT RECORD G. ART ASSESSMENT AND PLAN Health Facility Name:_________________________________________________________________ Date:______/______/__________

PATIENT IDENTIFICATION

Name: ___________ __ Father’s Name: _____ ______ __ _ Grandfather’s Name: __________ ART Unique ID No.: __ ________ Patient Card No.: ______________/_____________

ARV ELIGIBILITY CRITERIA

Clinical Criteria:

CD4 below 200 ○ Yes ○ No

WHO Stage IV ○ Yes ○ No

WHO Stage II and III with TLC ≤ 1200 ○ Yes ○ No

Social Criteria:

Resident of catchments area ○ Yes ○ No

No identified barriers for adherence ○ Yes ○ No

PLAN

1. OI Prophylaxis (dd/mm/yy)

Cotrimoxazole: Start _____/______/______Continue ______/______/______Discontinue ______/______/______Start at a later date______/______/______

INH: Start _____/______/______Continue ______/______/______Discontinue ______/______/______Start at a later date______/______/______

Fluconazole: Start _____/______/______Continue ______/______/______Discontinue ______/______/______Start at a later date______/______/______

2. Treatment for other conditions: ○ Yes ______ ○ No ______ If Yes: Diagnosis: ______________ Treatment: ____________________

If Yes: Diagnosis: ______________ Treatment: ____________________

3. Recommend ART:

○ Yes _____________ ○ No _____________○ Deferred (State reason) _____________________________

If yes, specify regimen:

○ 1a(30) = d4t (30)-3TC-NVP

○ 1a(40) = d4t (40)-3TC-NVP

○ 1b(30) = d4t (30)-3TC-EFV

○ 1b(40) = d4t (40)-3TC-EFV

○ 1c = AZT-3TC-NVP

○ 1d = AZT-3TC-EFV

Page 79: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

INSTRUCTIONS : G. ART ASSESSMENT AND PLAN Note: All fields must be filled in

Form G is to be completed at the second visit by the treating physician. Health Facility Name:- Name as registered at the Ministry of Health

Date: - Use Ethiopian calendar and a format of DD/MM/YYYY

ART Unique ID No. –Patients should be assigned Unique ART number. This will be. (Region number/ Woreda /

Facility /patient assigned 5 digit numbers). The first patient to start ART in the clinic will be given 00001.

Patient Card No. – 6 digit number followed by year found on patient card to be issued to patient by facility.

ARV Eligibility Criteria- Clinical Criteria: fill in the appropriate circle to indicate the ARV Eligibility Clinical Criteria ARV Eligibility Criteria- Social Criteria: fill in the appropriate circle to indicate the ARV Eligibility Social Criteria

Plan- OI Prophylaxis: please use the appropriate blank space to fill the appropriate date (dd/mm/yy)

Plan- Treatment for other conditions: fill in the appropriate circle Plan- Recommend ART: please fill in the appropriate circle

Page 80: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 81: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Follo

w-u

p da

te

Mon

ths

on A

RT

Preg

nanc

y/Fa

mily

Pla

nnin

g Fu

nctio

nal s

tatu

s TB

sta

tus

S=S

ched

uled

U

S=U

nsch

edul

ed

P=Pa

ying

F=

Free

Dur

atio

n in

mon

ths

sinc

e in

itiat

ion

of

AR

T If

Pre

AR

T, le

ave

blan

k 0

= A

RT

initi

atio

n 1

wee

k =

1 w

eek

2 w

eeks

= 2

wee

ks

3 w

eeks

= 3

wee

ks

1 =

1 m

onth

If

pt c

hang

es re

gim

en, a

dd to

tal n

o.

of w

eeks

sin

ce s

tart

of o

rigin

al

regi

men

follo

wed

by

‘/’ a

nd th

e no

. of

wee

ks s

ince

sta

rt of

new

regi

men

P =

Pre

gnan

t If

preg

nant

, giv

e es

timat

ed d

ue d

ate

(ED

D)

PMTC

T =

Ref

erre

d to

PM

TCT

FP=

Not

pre

gnan

t and

on

fam

ily p

lann

ing

If on

FP

, not

e m

etho

ds (n

ote:

mor

e th

an 1

m

etho

d m

ay b

e us

ed):

1= c

ondo

ms

2= o

ral c

ontra

cept

ive

pills

3=

inje

ctab

le/im

plan

tabl

e ho

rmon

es (e

.g.

depo

-pro

vera

) 4=

Dia

phra

gm/c

ervi

cal c

ap

5=In

traut

erin

e de

vice

6=

Vas

ecto

my/

tuba

l leg

atio

n/hy

ster

ecto

my

W=W

orki

ng (a

ble

to p

erfo

rm

usua

l wor

k in

or o

ut o

f the

ho

use,

har

vest

, go

to s

choo

l or,

for c

hild

ren,

nor

mal

act

iviti

es o

r pl

ayin

g)

A=A

mbu

lato

ry (a

mbu

lato

ry b

ut

not a

ble

to w

ork;

abl

e to

per

form

ac

tiviti

es o

f dai

ly li

ving

) B

=Bed

ridde

n (n

ot a

ble

to

perfo

rm a

ctiv

ities

of d

aily

livi

ng)

No

sign

s =

no s

igns

or s

ympt

oms

of T

B

TB re

fer =

TB

sus

pect

ed a

nd re

ferre

d fo

r ev

alua

tion

INH

= c

urre

ntly

on

INH

pro

phyl

axis

(IP

T).

TB R

x =

curr

ently

on

DO

TS

Sput

um =

TB

sus

pect

ed a

nd s

putu

m s

ampl

e se

nt

--, +

, ++,

or +

++ =

spu

tum

resu

lts

Pot

entia

l sid

e ef

fect

s

OIs

or o

ther

pro

blem

s (a

lso

use

code

s to

left)

A

dher

ence

W

hy p

oor/f

air a

dher

ence

D

ispe

nse

Dos

e/R

egim

en C

ode

Num

ber o

f dos

es o

f tre

atm

ent d

ispe

nsed

/ R

egim

en

code

” N

ause

a D

iarrh

ea

Fatig

ue

Hea

dach

e B

N b

urni

ng/ n

umbn

ess/

tin

glin

g R

ash

Ane

mia

A

bdom

inal

pai

n Ja

undi

ce

Fat c

hang

es

CN

S: d

izzy

, anx

iety

, ni

ghtm

are,

dep

ress

ion

Zost

er

BP,

Bac

teria

l Pne

umon

ia

PTB

, Pul

mon

ary

Tube

rcul

osis

ET

B, E

xtra

pul

mon

ary

tube

rcul

osis

Th

rush

-ora

l, va

gina

l U

lcer

s-m

outh

, gen

ital,

D

C o

r DA

, Dia

rrhe

a C

hron

ic/A

cute

PC

P, P

neum

ocys

tis c

arin

ii pn

eum

onia

C

T, C

NS

Tox

opla

smos

is

CM

, Cry

ptoc

occa

l Men

ingi

tis

Oth

er

Est

imat

e ad

here

nce

usin

g th

e ta

ble

belo

w:

A

dher

ence

%M

isse

ddo

ses

G(g

ood)

>

95%

3 do

ses

F(fa

ir)

85-9

4%

4-

8 do

ses

P(po

or)

< 85

%

≥ 9

dose

s ST

OP

= S

topp

ed A

RT

If S

TOP

, In

why

col

umn,

not

e re

ason

why

sto

pped

: 1

Toxi

city

/sid

e ef

fect

s

2 P

regn

ancy

3

Trea

tmen

t fai

lure

4

Poo

r adh

eren

ce

5

Illne

ss, h

ospi

taliz

atio

n

6 D

rugs

out

of s

tock

7

Pat

ient

lack

fina

nces

8

Oth

er p

atie

nt d

ecis

ion

9 P

lann

ed tr

eatm

ent i

nter

rupt

ion

10 O

ther

1 To

xici

ty/s

ide

effe

cts

2 S

hare

with

oth

ers

3 Fo

rgot

4

Felt

bette

r 5

Too

ill

6 S

tigm

a, d

iscl

osur

e or

priv

acy

issu

es

7 D

rug

stoc

k ou

t – d

ispe

nsar

y 8

Pat

ient

lost

/ ran

out

of p

ills

9 D

eliv

ery/

trave

l pro

blem

s 10

Inab

ility

to p

ay

11 A

lcoh

ol

12 D

epre

ssio

n 13

Oth

er

____

____

____

____

___

Adu

lt 1st

Lin

e R

egim

ens:

1a

(30)

=d4t

(30)

-3TC

-NVP

1a

(40)

=d4t

(40)

-3TC

-NVP

1b

(30)

=d4t

(30)

-3TC

-EFV

1b

(40)

=d4t

(40)

-3TC

-EFV

1c

= A

ZT-3

TC-N

VP

1d

=

AZT

-3TC

-EFV

A

dult

2nd L

ine

Reg

imen

s:

2a =

ABC

-ddI

-LP

V/r

2b =

ABC

-ddI

-NFV

2c

= TD

F-dd

I-LPV

/r 2d

= TD

F- d

dI-N

FV

Chi

ld 1

st L

ine

Reg

imen

s 4a

=d4

T-3T

C-N

VP

4b

= d

4T-3

TC-E

FV

4c =

AZT

-3TC

-NVP

4d

= A

ZT-3

TC-E

FV

Chi

ld 2

nd L

ine

Reg

imen

s 5a

= A

BC-d

dI-L

PV

/r 5b

= A

BC-d

dI-N

FV

5c =

TD

F-dd

I-LP

V/r

5d =

TD

F-dd

I-NFV

Elig

ible

C

heck

whe

n pa

tient

is

med

ical

ly e

ligib

le fo

r AR

T

Why

Elig

ible

1

Clin

ical

onl

y

3

TLC

2

CD

4

4

Tra

nsfe

r In

(TI)

Elig

ible

and

read

y C

heck

whe

n pt

is m

edic

ally

elig

ible

AN

D

read

y (c

ouns

elle

d fo

r adh

eren

ce) f

or A

RT

Follo

w-u

p st

atus

Afte

r fol

low

-up

date

, in

seco

nd c

olum

n, w

rite:

TO

= tr

ansf

erre

d ou

t

LO

ST =

not

see

n si

nce

D

EAD

= d

ied

D

RO

P =

lost

to fo

llow

-up,

dro

pped

from

dru

g su

pply

FO

LAR

T - V

r1/9

7

Page 82: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Rep

ort o

n Tr

eatm

ent S

tatu

s/O

utco

mes

for C

ohor

ts o

n A

RT

Coh

orts

are

def

ined

by

mon

th/y

ear t

hey

star

ted

AR

T.

Faci

lity

Nam

e:__

____

____

____

____

____

____

____

____

____

____

___

For c

ohor

t sta

rting

AR

T by

mon

th/y

ear:

at b

asel

ine

th

en re

sults

at 6

mon

ths

on A

RT,

12

mon

ths

on A

RT,

24

mon

ths

on A

RT

Coh

ort

Tire

97

6 m

o-H

amle

97

12 m

o-Ti

re

98

24 m

o-Ti

re

99

Coh

ort

Yek

atit

97

6 m

o-N

ehas

e 97

12 m

oY

ekat

it 98

24 m

o-Y

ekat

it 99

Coh

ort

Meg

abit

97

6 m

o-M

eskr

em

97

12 m

oM

egab

it 98

24 m

o-M

egab

it 99

Coh

ort

Mia

zia

97

6 m

o-Ti

kim

ete

98

12 m

oM

iazi

a

98

24 m

o-m

iazi

a

99

Coh

ort

Gin

bote

97

6 m

o-H

idar

e 98

12 m

o-G

inbo

te

98

24 m

o-G

inbo

te

99

Coh

ort

Sen

e

97

6 m

o-Ta

hesa

s 98

12 m

oS

ene

98

24 m

o-S

ene

99

ASt

arte

d on

AR

T in

this

clin

ic- o

rigin

al c

ohor

t

BTr

ansf

ers

In

A

dd +

xx

xx

xx

CTr

ansf

ers

Out

Su

btra

ct

-x

xx

xx

xD

Net

cur

rent

coh

ort

EO

n O

rigin

al 1

st L

ine

Reg

imen

F

On

Alte

rnat

e 1s

t Lin

e R

egim

en (S

ubst

itute

d)

GO

n 2n

d Li

ne R

egim

en (S

witc

hed)

HSt

oppe

d

ID

ied

JTr

ansf

erre

d O

ut

K

Lost

to

Follo

w-u

p (D

RO

P)

Perc

ent o

f coh

ort a

live

and

on A

RT

[ (E

+ F+

G) /

D *

100

]

CD

4 %

(for

chi

ldre

n)

CD

4 m

edia

n or

pro

port

ion

> 20

0 (o

ptio

nal)

Func

tiona

l Sta

tus

Pro

porti

on W

orki

ng

Pro

porti

on A

mbu

lato

ry

Pro

porti

on B

edrid

den

Num

ber o

f per

sons

who

pic

ked

up A

RVs

eac

hm

onth

for 6

mon

ths

x

xx

xx

xx

xx

xx

xx

x

xx

xx

Num

ber o

f per

sons

who

pic

ked

up A

RVs

eac

hm

onth

for 1

2 m

onth

s x

x

xx

xx

xx

xx

xx

x x

x

xx

x

Page 83: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

For c

ohor

t sta

rting

AR

T by

mon

th/y

ear:

at b

asel

ine

th

en re

sults

at 6

mon

ths

on A

RT,

12

mon

ths

on A

RT,

24

mon

ths

on A

RT

Coh

ort

Ham

le

97

6 m

o-Ti

re

98

12 m

oH

amle

98

24 m

o-H

amle

99

Coh

ort

Neh

ase

97

6 m

o-Y

ekat

it 98

12 m

oN

ehas

e 98

24 m

o-N

ehas

e 99

Coh

ort

Mes

kere

m

98

6 m

o-M

egab

it 98

12 m

o-M

eske

rem

99

24 m

o-M

eske

rem

00

Coh

ort

Tiki

mte

98

6 m

o-M

iazi

a 98

12 m

oTi

kim

te

99

24 m

o-Ti

kim

te

00

Coh

ort

Hid

are

98

6 m

o-G

inbo

t 98

12 m

oH

idar

e 99

24 m

o-H

idar

e 00

Coh

ort

Tahi

sas

98

6 m

o-S

ene

98

12 m

oTa

hisa

s 99

24 m

o-Ta

hisa

s 00

ASt

arte

d on

AR

T in

this

clin

ic- o

rigin

al c

ohor

t

BTr

ansf

ers

In

A

dd +

xx

xx

xx

CTr

ansf

ers

Out

Su

btra

ct

-x

xx

xx

xD

Net

cur

rent

coh

ort

EO

n O

rigin

al 1

st L

ine

Reg

imen

F

On

Alte

rnat

e 1s

t Lin

e R

egim

en (S

ubst

itute

d)

GO

n 2n

d Li

ne R

egim

en (S

witc

hed)

H

Stop

ped

ID

ied

JTr

ansf

erre

d O

ut

KLo

st t

o Fo

llow

-up

(DR

OP)

Perc

ent o

f coh

ort a

live

and

on A

RT

[ (E

+ F+

G) /

D *

100

]

CD

4 %

(for

chi

ldre

n)

CD

4 m

edia

n or

pro

port

ion

> 20

0 (o

ptio

nal)

Func

tiona

l Sta

tus

Pro

porti

on W

orki

ng

Pro

porti

on A

mbu

lato

ry

Pro

porti

on B

edrid

den

Num

ber o

f per

sons

who

pic

ked

up A

RVs

eac

hm

onth

for 6

mon

ths

x

xx

xx

xx

x

xx

xx

xx

xx

xx

Num

ber o

f per

sons

who

pic

ked

up A

RVs

eac

hm

onth

for 1

2 m

onth

s x

xx

xx

xx

x

xx

xx

xx

xx

xx

Page 84: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register
Page 85: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

WHO European Regional Office (EURO) Patient ART Card and Monthly report form

The EURO office has adapted the WHO forms to suit the specific characteristics of its target population. In many Eastern European countries, where these forms will be used, intravenous drug use (IDU) plays a role in HIV transmission. Hepatitis B and C and TB are also prevalent in this region and have accordingly been included on the monitoring forms. Identification of hepatitis is important as it may impact the adverse reactions from ART (on the liver). The EURO forms are currently being field-tested in Moldova and soon Ukraine.

Page 86: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Uni

que

#

HIV

CA

RE

/AR

T C

AR

D__

__

Dis

tric

t___

____

____

___

Hea

lth u

nit_

___

Dis

tric

t phy

sici

an/te

am__

____

__N

ame_

____

____

____

____

____

__

Pt c

linic

no_

____

____

___

Sex:

M

F

D

ate

of b

irth

____

___

Mar

ital s

tatu

s___

____

A

ddre

ss__

____

____

____

____

____

____

____

____

____

____

____

__

____

____

____

____

____

____

____

____

____

____

____

____

____

___

Pho

ne (w

hose

) Pr

ior

AR

T:

Tran

sfer

in w

ith re

cord

s P

MTC

T on

ly

E

arlie

r AR

V, n

ot tr

ansf

er in

N

one

H

ospi

tal,

TB c

linic

, STI

clin

ic, I

DU

clin

ic, O

ut-p

atie

nt c

linic

, H

R p

rogr

am,

Car

e en

try p

oint

: (c

ircle

) A

IDS

Cen

ter,

Wom

en c

onsu

ltatio

n C

ente

r, O

ther

(spe

cify

): __

____

____

____

_ Tr

eatm

ent s

uppo

rter

/med

pic

k-up

if il

l:___

____

____

____

____

_ A

ddre

ss__

____

____

____

____

____

____

____

____

____

____

____

____

___

Phon

e:

Hom

e-ba

sed

care

pro

vide

d by

:

AR

T tr

eatm

ent i

nter

rupt

ions

N

ames

of f

amily

m

embe

rs o

r pa

rtne

rs

also

in H

IV c

are

Age

H

IV

stat

us

Dat

e

Uni

que

No

Sto

p Lo

st

(circ

le)

Dat

e

Why

(use

cod

es

A-J

)

Dat

e if

Res

tart:

Stop

Lo

st

Stop

Lo

st

Stop

Lo

st

St

op

Lo

st

D

ate

____

___

Con

firm

ed H

IV +

test

W

here

____

__

HIV

1 2

(c

ircle

) __

____

_ En

rolle

d in

HIV

car

e

Ab/

PCR

If <

18 m

o

AR

T __

____

_ M

edic

ally

elig

ible

Clin

ical

sta

ge

____

___

W

hy

elig

ible

: C

linic

al o

nly

CD

4#/%

____

VL

___

CO

HO

RT:

____

___

Med

ical

ly e

ligib

le a

nd re

ady

for A

RT

____

___

Tran

sfer

red

in

from

:___

____

A

RT

star

ted:

____

____

____

St

art A

RT

first

-line

initi

al re

gim

en:_

____

____

____

____

____

____

____

____

__

____

_ * TB

sta

tus_

__

****

**

Hep

B__

_ **

***

Hep

C__

ID

U s

tatu

s**_

_Wei

ght_

__

____

___

Subs

titut

e w

ithin

1st

line

:___

____

____

____

____

____

____

____

____

___

____

___

New

regi

men

____

____

____

____

____

____

____

____

____

____

W

hy__

_

1st line

____

___

New

____

____

____

____

____

____

____

____

____

____

____

___

W

hy__

_

(u

se c

odes

1-7

)

Sw

itch

to 2

nd lin

e (o

r Sub

stitu

te w

ithin

2nd

line

):___

____

____

____

__

____

_ N

ew re

gim

en__

____

____

____

____

____

____

____

____

____

__

Why

___

____

___

New

____

____

____

____

____

____

____

____

____

____

____

___

W

hy__

___

____

_ N

ew__

____

____

____

____

____

____

____

____

____

____

____

_

Why

___

2nd

line

____

___

Dea

d

(u

se c

odes

8-1

0)

__

____

_ Tr

ansf

erre

d ou

t To

whe

re:_

____

____

____

____

____

____

____

W

hy S

TOP

code

s:

Why

SU

BST

ITU

TE o

r SW

ITC

H c

odes

: A

T

oxic

ity/s

ide

effe

cts*

**

1

Toxi

city

/sid

e ef

fect

s B

P

regn

ancy

2

P

regn

ancy

/risk

of p

regn

ancy

C

T

reat

men

t fai

lure

3

D

ue to

iden

tifie

d H

epat

itis

D

Poo

r adh

eren

ce**

**

4

Due

to n

ew T

B

E

Illn

ess,

hos

pita

lizat

ion

5

New

dru

g av

aila

ble

F

Dru

gs o

ut o

f sto

ck

6

Dru

g ou

t of S

tock

G

P

atie

nt la

cks

finan

ces

7

Oth

er re

ason

(spe

cify

)___

____

___

H

Oth

er p

atie

nt d

ecis

ion

Rea

sons

for S

WIT

CH

to 2

nd li

ne re

gim

en o

nly

I

Pla

nned

Rx

inte

rrup

tion

8

Clin

ical

trea

tmen

t fai

lure

J

O

ther

____

____

____

____

____

9

Im

mun

olog

ic fa

ilure

10 V

irolo

gic

failu

re

Page 87: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

* Cod

es fo

r TB

sta

tus

(che

ck o

n ea

ch v

isit)

:

**ID

U s

tatu

s

***C

odes

for p

oten

tial

Side

Effe

cts

or O

ther

Pr

oble

ms

****

Cod

es fo

r Why

if

poor

/fair

adhe

renc

e

****

*Cod

es fo

r new

OI o

r ot

her d

isea

ses

****

** C

odes

for

Hep

atiti

s B

, H

epat

itis

C s

tatu

s

1. N

o TB

tre

atm

ent/p

reve

ntio

n 1.

Nev

er in

ject

ed d

ugs

1.N

ause

a 1.

To

xici

ty/s

ide

effe

cts

1. G

ener

alis

ed

lym

phoa

deno

path

y

1. U

nkno

wn

2. U

nder

TB

pre

vent

ativ

e tre

atm

ent

2. In

ject

ed d

rugs

2.

Dia

rrho

ea

2.

Sha

re w

ith o

ther

s 2.

Her

pes

Zost

er

2. N

ot in

fect

ed

3. U

nder

TB

trea

tmen

t 2a

. las

t tim

e in

ject

ed d

rugs

(d

ate)

3.

Fat

igue

3.

Fo

rgot

3.

Pne

umon

ia

3. In

fect

ed (n

o ne

ed fo

r tre

atm

ent)

Plea

se re

cord

the

info

rmat

ion

belo

w:

3. In

ject

dru

gs c

urre

ntly

4.

Hea

dach

e 4.

Fe

lt be

tter

4. C

andi

dias

is

4. U

nder

trea

tmen

t of

H

ep C

A

). S

kin

test

Dat

e___

__

R

esul

t +/

-

3a. E

very

day

5. B

N b

urni

ng/n

umb/

tingl

ing

5.

Too

ill

5. R

ecur

rent

bac

teria

l in

fect

ions

5. U

nder

trea

tmen

t of

Hep

B

B).B

acte

riolo

gy

D

ate_

____

_

Res

ult_

____

3b. A

few

tim

es a

wee

k 6.

Ras

h 6.

S

tigm

a, d

iscl

osur

e or

pr

ivac

y is

sues

6.

Ora

l hai

ry le

ukop

laki

a

C).

X-R

ay

D

ate_

____

_

Res

ult_

____

3c. L

ess

than

onc

e a

wee

k 7.

Ana

emia

7.

D

rug

out o

f st

ock

disp

ensa

ry

7. P

ersi

sten

t fev

er

D).

Pre

vent

ativ

e tre

atm

ent

Med

icat

ion_

____

__

Sta

rt da

te__

____

_

S

top

date

____

___

3d. L

ess

than

onc

e a

mon

th

8. A

bdom

inal

pai

n 8.

P

atie

nt lo

st/ra

n ou

t of

pills

8.

Une

xpla

ined

chr

onic

di

arrh

oea

E).

TB tr

eatm

ent

Sta

rt at

e___

____

S

top

date

____

___

4. U

nder

sub

stitu

tion

treat

men

t 9.

Jau

ndic

e 9.

D

eliv

ery/

trave

l pr

oble

ms

9. W

eigh

t los

s

10

.Fat

chan

ges

10.

Inab

ility

to p

ay

10.

Cyt

omeg

alov

irus

retin

itis

11. C

NS

: di

zzy,

anx

iety

, ni

ghtm

are,

dep

ress

ion

11.

Alc

ohol

11

. Lym

phom

a

12

. D

epre

ssio

n 12

. Kap

osi s

arco

ma

13.

Inje

ctin

g dr

ugs_

____

____

____

_ 13

. HIV

enc

epha

lopa

thy

14

. O

ther

____

____

____

__

14. O

ther

(spe

cify

)

Page 88: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Uni

que

# H

IV C

AR

E/A

RT

CA

RD

___

_ N

ame

____

____

____

____

____

____

____

Preg

nant

PM

TCT?

D

ue d

ate

or F

P

no

FP/y

es:

Met

hods

Ref

er o

r co

nsul

t on

link

/ pr

ovid

e

Dat

e C

heck

if

sche

dule

d.(S

) U

nsch

edul

ed (U

) W

rite

in

alte

rnat

e pi

ck-u

p if

ill.

Fo

llow

-up

da

te

Dur

atio

n si

nce

first

st

artin

g A

RT/

sinc

e st

artin

g cu

rren

t re

gim

en?

Wt

Func

-tio

n W

ork

A

mb

Bed

WH

O

Clin

i- ca

l St

age

* TB

Stat

us

**

IDU

st

at us

****

**

Hep

C

stat

us

****

**

Hep

B

stat

us

***

SID

E EF

FEC

TS

rela

ted

to

AR

V

****

* N

ew O

I, O

ther

PR

OB

LEM

S

Cot

rimox

-az

ole

A

dher

e/

Dis

pens

e

AR

V dr

ugs

A

dher

e/

D

ispe

nse

CD

4

VL

Syph

ilis

Hgb

R

PR,

TLC

, ot

her

lab

Hos

pita

l da

ys -

no

Page 89: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Follow-up Education, Support and Preparation for ARV therapy Date/Comments Date/Comments Date/CommentsBasic HIV education, transmission Prevention: abstinence, safer sex, condoms, Harm Reduction

Prevention: household precautions, what is safe

Post-test counselling: implications of results

Positive living Testing partners Disclosure To whom disclosed (list) Family/living situation Shared confidentiality Reproductive choices, prevention MTCT

Child's blood test Progression of disease Available treatment/prophylaxis Follow-up appointments, clinical team

CTX, INH prophylaxis ARTeducate on essentials (locally adapted)

Why complete adherence needed Adherence preparation, indicate visits

Indicate when READY for ART: DATE/result Clinical-team discussion

Explain dose, when to take What can occur, how to manage side effects

What to do if one forgets dose What to do when travelling Adherence plan (schedule, aids, explain diary)

Treatment supporter preparation Which doses, why missed ARV support group How to contact clinic Symptom management/palliative care at home

Caregiver Booklet Home-based carespecify Support groups Community support

Educate on basics, prevention, disclosure Educate on basics, prevention, disclosure

Progression, Rx

Progression, Rx

AR

T preparation…......initiation…

.......support, monitor…

……

.

Hom

e-based care, support H

ome-based care, support

Page 90: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

Cumulative number of persons ever enrolled in HIV

care at this facility at beginning of month

New persons enrolled in HIV care at this facility during the

month

Cumulative number of persons ever enrolled in HIV care at this facility at end of

month

1. Males (>14 years) a. g. m.1a. Males IDUs (IDU code 3)

1b. Males with active TB (TB code 3)

1c. Males with active Hepatitis (codes for Hep 4 or 5)

2. Non-pregnant females (>14 years) b. h. n.

2a. Females IDUs (IDU code 3)

2b. Females with active TB (TB code 3)2c. Females with active Hepatitis (codes for Hep 4 or 5)

3. Pregnant females c. i. o.

3a. Pregnant IDUs

4. Boys (0-14 years) d. j. p.

5. Girls (0-14 years) e. k. q.

Total f. l. r.

s.

t.

Cumulative number of persons ever started on ART at this facility at beginning of

month

New persons started on ART at this facility during the

month

Cumulative number of persons ever started on ART

at this facility at end of month

1. Males (>14 years) a. g. m.1a. Males IDUs (IDU code 3)

1b. Males with active TB (TB code 3)

1c. Males with active Hepatitis (codes for Hep 4 or 5)

2. Non-pregnant females (>14 years) b. h. n.

2a. Females IDUs (IDU code 3)

2b. Females with active TB (TB code 3)2c. Females with active Hepatitis (codes for Hep 4 or 5)

3. Pregnant females c. i. o.

3a. Pregnant IDUs

4. Boys (0-14 years) d. j. p.

5. Girls (0-14 years) e. k. q.

Total f. l. r.

s.

t.

u.

v.

Page 1

Median baseline CD4+ count for persons who started ART in the last month (optional)

City/oblast/Country:

Number of baseline CD4+ counts for persons who started ART in the last month (optional)

Total number of persons who are enrolled and eligible for ART but have not been started on ART

2. ART care - new and cumulative number of persons started

No.of persons on ART and already enrolled in program who transferred into facility in last month

No. of persons already enrolled for HIV care who transferred in from another facility

Number of persons who restarted ART during the last month, after stopping ART for at least 1 month

Monthly, Facility-Based HIV Care/ART Reporting FormMonth: MOH or Project or Grantee:

Year:Facility:

1. HIV care (non-ART and ART) - new and cumulative number of persons enrolled

Location:

Page 91: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register

4. ARV regimen at end of month Male FemaleOn 1st-line ARV regimen4.1 Adults (>14 years)

AZT-3TC-EFV a. j.AZT-3TC-NVP b. k.d4T-3TC-EFV c. l.d4T-3TC-NVP d. m.

e. n.f. o.g. p.h. q.

Adults on 1st-line regimens i. r. s.4.2 Children (0-14 years)

AZT-3TC-EFV a. k.AZT-3TC-NVP b. l.d4T-3TC-EFV c. m.d4T-3TC-NVP d. n.

e. o.f. p.g. q.h. r.

Children on 1st-line regimens i. s. u.

Adults and children on 1st-line regimensj. t. v.

Total adults and children on 1st-line regimens

On 2nd-Line ARV regimen4.3 Adults (>14 years)

ABC-ddI-LPV/r a. i.TDF-ddI-LPV/r b. j.ABC-ddI-SQV/r c. k.TDF-ddI-SQVr d. l.

e. m.Another regimen (specify) f. n.

g. o.Adults on 2nd-line regimens h. p. q.

4.4 Children (0-14 years)ABC-ddI-LPV/r a. k.ABC-ddI-NFV b. l.

ABC-ddI-SQV/r c. m.d. n.

Another regimen (specify) e. o.f. p.g. q.

Children on 2nd-line regimens h. r. u.

Adults and children on 2nd-line regimensi. s. v.

Total adults and children on 2ndline regimens

Adults and children on 1st- and 2nd-line regimensj. t. w.

Total adults and children on 1st-and 2nd-line regimens

5.1 Number of persons who did not pick up their ARV regimens Male Female1. For last 1 month (only) a. e.2. For last 2 months (only) b. f. 1. Lost to follow-up a.3. For last 3 or more months c. g. 2. Who died b.

Subtotal d. h. 3. Who stopped ART c.i. 4. Who transferred out d.

6. Number of personnel trained in HIV care during the month Physicians Nurses Other staff Subtotal1. ART clinical care a. e. i. m.2. Non-ART clinical care b. f. j. n.3. Adherence counseling/support c. g. k. o.4. Other types of training d. h. l. p.

q.

Total number of persons who did not pick up their ART regimens

Total personnel trained

5.2 Of those who did not pick up regimen in last 1 month (optional)

Total number of adults and children

Total number of children on 2nd-line regimen

Total number of adults on 1st-line regimen

Total number of adults on 2nd-line regimen

Total number of children on 1st-line regimen

Page 92: Chapter Five Practical application of patient monitoring tools ......2005/03/30  · ART register While the system does not currently make use of a pre-ART register, a simple ART register