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Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide
MANAGEMENT 4
The RAPId syphilis TEsT ToolkIT
THE RAPID SYPHILIS TEST TOOLKIT 02
ContentsExecutive Summary 1 Purpose of the document 1Intended Target Audience 1 How to use this document 2 Overview of Rapid Syphilis Testing Programme 3
1. Planning 41.1StakeholderEngagement 41.2Financingtheprogramme 41.3ChoosingaTest 51.3.1Typesoftests 51.3.2OperationalandPerformanceCharacteristics 71.3.3NationalprocurementofRapidSyphilisTests 9
2. Implementation 112.1UnderstandingLocalCircumstance:Conductingabaselinesurvey 112.2OrderingandDistribution 112.3Training 112.3.1 Training Workshops 11 2.3.2 Refresher Training Courses 12 2.3.3 Certification 13 2.4TestIntroduction 132.5QualityAssuranceandQualityControl 142.6MonitoringandEvaluation 142.7Dissemination 153. Planning for Scaling Up 164. References 23
Additional ReferencesLaboratory-basedevaluationofrapidsyphilisdiagnostics:Resultsfrom8SDISiteshttp://www.who.int/std_diagnostics/publications/ manuals/syphilis_evaluation.pdf Evaluating diagnostics: STIs Evaluating Diagnostics: A guide for diagnostic evaluations Evaluating Diagnostics: Evaluation of diagnostic tests for infectious diseases: general principles Evaluating Diagnostics: Evaluation of rapid diagnostic tests: syphilis Evaluating Diagnostics: Why do we need quality-assured diagnostic tests for sexually transmitted infections?
THE RAPID SYPHILIS TEST TOOLKIT THE RAPID SYPHILIS TEST TOOLKITTHE RAPID SYPHILIS TEST TOOLKIT
Management and Implementationof Rapid Syphilis Testing Introduction: A Programme Manager’s Guide
HyperlinksPlease note that hyperlinks within this document are indicated by text underlined and emboldening.
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Testing Introduction: A Programme Manager’s Guide 1
Abbreviations
ANC: AntenatalCare
ASSURed:Affordable,Sensitive,Specific,User-friendly,Robustandrapid,Equipment-free,Deliverabletothosewhoneedthem
CSW: Commercialsexworker
eIA: EnzymeImmunoAssay
FTA-ABS: FluorescentTreponemalAntibodyAbsorptionAssay
IdU:Intravenousdruguser
MCh: MaternalandChildHealth
Moh:MinistryofHealth
MSM: Menwhohavesexwithmen
NGo: Non-governmentalorganization
NPV: NegativePredictiveValue
PMTCT: Prevention-of-Mother-to-Child-Transmission
PPV:PositivePredictiveValue
QA: QualityAssurance
QC:QualityControl
RCh: Reproductiveandchildhealth
RPR: RapidPlasmaReagin
RST:RapidSyphilisTesting
STAT: Same-day-Testing-And-Treatment
TPhA: TreponemapallidumHaemagglutinationAssay
TPPA: TreponemapallidumParticleAgglutinationAssay
VdRl: VenerealDiseaseResearchLaboratory
Who:WorldHealthOrganization
The RAPId syphilis TEsT ToolkIT 2
There are many reasons to introduce rapid syphilis testing into clinical practice and within existing programmes in your country. These include increasing access to prenatal screening programmes to prevent congenital syphilis;controlling syphilis in high-risk populations; and performing an epidemiological survey to assess the syphilis burden in a population.
executive Summary
Thisguideisintendedtoassistprogrammemanagersincoordinatingallaspectsoftheintroductionandmanagementofarapidsyphilistestingprogrammeirrespectiveofthetargetpopulation.Thistoolwillguideaprogrammemanagerthrougheachcomponentofarapidsyphilistestingprogram,summarizingthekeypointsofeachandprovidingreferencestomorein-depthdocumentationtobefoundinotherchaptersofthisToolkit.
Purpose of the documentThisdocumentshouldprovideprogrammemanagerswiththeabilityto:
Documentthekeystagesandcriticalcomponentsoftheintroduction ofarapidsyphilistestingprogramme.
Detailtheprocessestobeundertakenwhenimplementingrapidsyphilis testing.
Highlighttheinteractionbetweenprocessesandtheconnectivitybetween allcomponentsoftheprogramme.
Provideatooltoassistincoordinatingtheimplementationofarapidsyphilis testingprogramme.
Intended Target AudienceThisdocumentisintendedtoprovideguidancetoprogrammemanagersworkingfornon-governmentalorganizations(NGOs),theMinistryofHealth(MOH),orotherbodies,programmemanagersresponsibleforintroducingrapidsyphilistesting,and/orprogrammemanagersmanagingtheprogrammepost-implementation.
1
How to use this documentThisdocumentisdividedinto2keysections.Section1detailsallactivitiesinvolvedinplanningtheintroductionofarapidsyphilistest(RST)andSection2detailstheactivitiesinvolvedinimplementingarapidsyphilistestprogramme.Together,thisdocumentshouldillustrateallofthemajoraspectsofrapidsyphilistestintroductionthatwillbecoordinatedandmanagedbytheProgrammeManager.
Thedocumentisdesignedtobeusedinachronologicalfashion,beginningwiththePlanningStageforintroductionofrapidsyphilisteststhroughtomonitoringandevaluatingtheeffectivenessofarapidsyphilistestingprogramme.
Section1outlinestheplanningstagesthataProgrammeManagerneedstoconsiderbeforeintroducingarapidsyphilistest.
Section2outlinestheactivitiesnecessarytorollouttherapidsyphilistests.
AllrelatedguidancetoolsthatareincludedintheRapidSyphilisTestingIntroductionToolkitarereferencedthroughoutthedocumentandthereadershouldrefertotheseToolsforadditionalinformation.
PrimaryhealthcentreinWesternProvince,Zambia
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Testing Introduction: A Programme Manager’s Guide 2
Overview of Rapid Syphilis Testing ProgramThegoalsandobjectivesofrapidsyphilistestintroductionwillhavebeendeterminedintheearlierstagesofplanning(refertoPlanning 1 - Advocacy and Communications Strategy.
Asanexample,theoverarchinggoalofarapidsyphilistestingprogrammemightbe:
Thereductionoftheprevalenceofactivesyphilisinfection,therebyleading toreductionsinthetransmissionandincidenceofdisease
Theperformanceofaserologicalsurveytodeterminetheprevalence ofsyphilisinadefinedgeographicareaand/oramongadefinedpopulation.
Theobjectivesofsuchaprogrammewillvarydependingonthetargetpopulation.Thismightbepregnantwomen;menwhohavesexwithmen(MSM),intravenousdrugusers(IDUs);commercialsexworkers(CSWs);oramobileortransientworkforce.
Oneobjectiveofapotentiallysuccessfulrapidsyphilistestingprogrammeshouldbetheprovisionofsame-day-testing-and-treatment(STAT).Atestresultturnaroundtimeofbetween20and30minutes(dependingonmanufacturer’sinstructions)isoneofthegreatestbenefitsofrapidtesting.Itshouldbecapitalizeduponwiththeofferofimmediatetreatmentservicesforallindividualsidentifiedaspositive.
Same-day-testing-and-treatmentisalsoapplicabletoprogrammeswhosegoalistodeterminetheprevalenceandriskfactorsofsyphilisinaregionorinapopulation;itwouldbeunethicaltodiagnosepatientsbutnottoofferappropriatetreatment.
SamedaytestingandtreatmentinremotecommunitiesintheAmazonasstate,Brazil
The RAPId syphilis TEsT ToolkIT43
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Testing Introduction: A Programme Manager’s Guide 4
1. Planning
1.1 Stakeholder EngagementInteractionwithstakeholdersshouldbeanongoing,continuousprocess.Whethercommunicationtakestheformofwrittenreports,informalconversationsorannualmeetings,stakeholderswillbemoreinterestedandmoreinvestedinaprogrammeiftheyareconsistentlyremindedofitsprogressanditssuccesses.Engagingwithlocalstakeholdersmaybecomepartofyourroutineactivitiesandwilllikelybemorein-depth,withdiscussionsfocusingonthedailychallengesofprogrammeimplementation.Engagementwithnationalandinternationalstakeholdersmaytaketheformofdisseminationofinterimreportsandinteractionatlarge-scaleconferences.Bothinstancesshouldbebrieflydocumentedandshouldincludetheparticipants,topicsandoutcomesandprogrammetimelines.SeePlanning 1 - Advocacy and Communications Strategyformoreinformationonstakeholderengagement.
RefertoPlanning 1for guidance on engaging stakeholdersandPlanning 2 for guidance on mobilizing and maintaining stakeholder interest.
1.2 Financing the programmeYoushouldprepareabudgetestimatingthecostofintroducingarapidsyphilistestintocurrentservices.Thisshouldincludeallinputsrequiredfortheprogramme,includinghumanresourcerequirements,operationsandtransportationrequirements,andkeysupplyrequirements.
Implementation 1 - The Costing Guidelines for Syphilis Screening StrategiesofthisToolkitprovidesadetailedsetofguidelinesoncostingarapidsyphilistestingprogramme,includingdetailedquestionnairesandcalculationsforestimatingcosts.Theseguidelineswillallowyouto:
Estimatethetotalandaverageincrementalcostofaddingrapidsyphilis testingtoexistingservices
Estimatetheunitcost(e.g.costperpersontreated)tounderstandthe incrementalcostofincreasingaccesstotreatment.
Approximatethecost-effectivenessofthemodel
“ To ensure sustained delivery of syphilis sreening, interventionsmustprovetheyarecost-effectiverelativetothealternativesyphilisscreeningstrategiesandorcompetinghealthinterventionsatthelocal/nationallevel.
”
The RAPId syphilis TEsT ToolkIT6
1.3 Choosing a Testevaluation of test methods: Beforeanybulkprocurementofrapidsyphilistestsismadebyyourgovernmentorthedonoragencythatisfundingtherapidsyphilistestprogramme,alab-orfield-basedevaluationofrapidsyphilistestkitsshouldbeperformedbythenationalreferencelaboratoryorappropriatebody,inaccordancewithnationalregulations.Inordertoassureavailabilityofkitsfortesting,itwillbenecessaryforeachcountrytohavecheckedthevalidityofandapprovedseveralrapidtestkitsforuseinthecountry.
TheMinistryofHealthshouldestablishanationalpolicyregardingtheappropriateteststouseandanapprovedalgorithmfortesting.Refertohttp://RefertoLaboratory based evaluation of Rapid Syphilis Tests (Manual of Operations)forguidanceonperforminganevaluationofrapidsyphilistests.Thismethodologycanbeadoptedforotherdiagnostictests.RefertoRapidSyphilisTestingAlgorithmsManagement 3forguidanceondevelopingtestingandtreatmentalgorithmsforsyphilisscreeningandtreatment.
1.3.1 Types of tests ThereisarangeofdiagnostictestsavailabletodetectsyphilisinfectionthatdependsoneitherdirectvisualizationofT.pallidumordetectionofspecificandnonspecificantibodyresponses.Table 1 summarisestheoperationalcharacteristicsofthevariousdiagnostictestscurrentlyavailableforthediagnosisofsyphilis.
Therequirementforadditionalequipmentandrefrigerationcreatesbarrierstoscreening.Recognitionoftheseconstraintsledtotheevaluationofseveralrapidpoint-of-care(POC)testsbasedontheacronymASSURED(Affordable,Sensitive,Specific,User-friendly,Robustandrapid,Equipment-free,Deliverabletothosewhoneedthem).
Theintroductionofrapidtestsenableshealthsystemstoexpandscreeningprogrammestoincludefacilitieswithoutrefrigerationwhiletherapidtestresultsminimizelossestofollow-up.
ASSURed criteria for point of care tests
AffordableSensitiveSpecificUser- friendlyRobust and rapidequipment-freedeliverable to those who need them
Reference:Peeling,R.W.,Mabey,D.,Herring,A.Hook,E.W.(2006).Whydoweneedquality-assureddiagnostictestsforsexuallytransmittedinfections?NatureReviewsMicrobiology4,909-921
5
Table 1. Serological tests for syphilis
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Testing Introduction: A Programme Manager’s Guide 6
Serology Tests
Non-treponemal
RapidPlasmaReagin(RPR)
VenerealDiseaseResearchLaboratory(VDRL)
Rapidnon-treponemal
Target Antigen
Cardiolipin
Cardiolipin
Immobilizedcardiolipin
Utility (confirm or screening)
Screeningormarkerofactiveinfection
Screeningormarkerofactiveinfection
Screeningormarkerofactiveinfection
operational Characteristics
Cheapandsimpleagglutinationtestperformedonacardandreadbyeye.Requiresasimplerotator.Serum/plasmasample.Needtoscreen2dilutionsbecauseofprozoneeffect.Experiencenecessaryforreading.
Agglutinationtest.Requiresashakerandamicroscopetoreadthetest-asimplelaboratorytest.Serum/plasmasample.Needtoscreen2dilutionsbecauseofprozoneeffect.Experiencenecessaryforreading.
Immunochromatographicstriporfilterpaperformat.Noequipmentrequired.Serumorwholebloodsample.Resultin30mins.Basictrainingonlyneededforreading.
Treponemal
TreponemaPallidumHaemagglutinationTechnique(TPHA)andTreponemaPallidumParticleAgglutinationtest(TPPA)
Enzymeimmunoassays(EIA)
Lysedspirochaeteboundtobloodcellsormicroparticles
Recombinanttreponemalantigen
Screeningorconfirmationofsyphilisinnon-treponemalpositives.
Screeningorconfirmation
Agglutinationtestinmicroplateformat.Requiresequipmentandrefrigeration.Expensive.Technicalexpertiserequired.Referencelaboratorytest.
Antigen-antibodyreactionwiththetreponemalantigenfixedontothewellsof96-wellmicroplates.Requiresincubators,micropipettes,washerandreader.Objectivereadoutandhighthroughputcapacity.
The RAPId syphilis TEsT ToolkIT 8
Therearemanycommercialrapidsyphilistestsavailableonthemarket.Giventhehighcostoffieldtrials,atriagesteptoselectalimitednumberofthemostpromisingtestsforfieldtrialsisnecessary.Thiscanbeperformedasalaboratory-basedevaluationoftestperformanceandreliabilityusingarchivedserumspecimensfromdiversegeographiclocations.Alternatively,itcanbedonethroughfieldtrialsoftestperformance,utilityindiseasecontrolandprevention,andacceptabilitytopatientsandcareproviders.Thisdocumentisavailableherehttp://www.who.int/std_diagnostics/publications/manuals/syphilis_evaluation.pdf
TheLaboratory-basedevaluationofrapidsyphilistests(ManualofOperations)outlinesthemethodologyandoutcomeofalaboratory-basedevaluationof6commerciallyavailablerapidsyphilistests.Themethodologyoutlinedinthisreportcanbeadaptedforcountryspecificlaboratory-basedevaluationofrapidsyphilistests.Management 3providesguidanceonhowtointegraterapidsyphilistestingintoclinicalpractice.Itpresentsalgorithmsforsyphilisscreeningusingrapidsyphilistestsontheirown,orincombinationwithothertreponemalornon-treponemallaboratorytestssuchasrapidplasmareagin,TreponemapallidumParticleAgglutinationassayorTreponemapallidumHaemagglutinationassay.
1.3.2 operational and Performance Characteristics Whenperforminganevaluationofrapidsyphilistests,youshouldassessthefollowingoperationalandperformancecharacteristics:
Sensitivity:theproportionofpersonswiththedisease/condition(true positives)whoarecorrectlyidentifiedasbeingpositivebyadiagnostictest.
Specificity:theproportionofpersonswithoutthedisease/condition(true negatives)whoarecorrectlyidentifiedasbeingnegativebyadiagnostictest.
Positive-Predictive Value (PPV): theproportionofpersonswithapositivetest resultwhohavethedisease/condition.
Negative-Predictive Value (NPV): theproportionofpersonswithanegative testresultwhodonothavethedisease/condition.
Precision: Measureofthetest’sreproducibilitywhenrepeatedonthesame sample
Accuracy: Theextenttowhichavaluefromatestreflectsoragreeswiththe referencevalueoftheanalytebeingtested
Whenselectingarapidtest,youshouldalsoconsiderthe ASSURedcriteriadescribedinsection1.3.1above.
Table 2outlinestheoperationalandperformancecharacteristicsofthedifferenttypesofsyphilistests,highlightingthekeyfeaturesandbenefitsofrapidsyphilistests.Table 3summarisestheperformanceoffourrapidsyphilistestsinafieldevaluationconductedin2006.Thiswasdoneinalaboratorysettingbytrainedlaboratorytechnicians,andinhealthfacilitiesbytrainedhealthcareworkers.
7
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 9
Table 2. Comparison of syphilis diagnostic tests
Pee
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R.W
.,Ye
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-site
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-site
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-site
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-AB
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8
The RAPId syphilis TEsT ToolkIT 10
Table 3. Performance characteristics of Select rapid syphilis tests
an=40;bn=362;cn=83andn=40;dn=30MabeyD,PeelingRW,BallardR,BenzakenAS,GalbanE,ChangaluchaJ,EverettD,BaliraR,FitzgeraldD,JosephP,NeretteS,LiJ,ZhengH.“Prospective,multi-centreclinic-basedevaluationoffourrapiddiagnostictestsforsyphilis”,inSexuallyTransmittedInfections2006;82:v13-v16.
1.3.3 National procurement of Rapid Syphilis TestsNationallawswilldecidewhichtestscanbeusedinyourcountry.Itisimportanttounderstandwhatproductshavetodatebeenregistered/approvedforuseinyourcountry.Thequantification,qualification,productspecificationandpre-selectionofsuppliersareallimportantconsiderationswhenselectingarapidsyphilistest.ItisimportanttoachieveafairandcompetitivepriceforproductsofassuredqualitywhilstmaintainingcompliancewithNationalRegulations.
Suppliersshouldbeauditedand/ormonitoredtoensureproductquality,servicereliabilityandgooddeliverytime.Contactnationalregulatoryagenciesforguidanceonnationalregulations.
Referto“The Use of Rapid Syphilis Tests”forconsiderationsinpurchasingRapidSyphilisTests.
Rapid Syphilis Test
AbbottDetermine
OmegaVisitect
QualproSyphicheck
StandardBioline
Clinic:WholeBlood Lab:WholeBlood Lab:Serum
Sensitivity (%)
59.6-88.5
72.7-96.1
64-84.3
85.7-100d
Specificity (%)
97.9-99.4
98.5-99.8
97.8-99.7
98.1-99.4
Sensitivity (%)
77.1-100a
77.9-98.2
70.8-97.6
87.6-100d
Specificity (%)
95.7-100b
98.7-100b
98.6-99.7
96.1-99.4
Sensitivity (%)
88.5-100c
84.2-96.1
67.4-99.7
90.2-100d
Specificity (%)
95.7-98.9
98.1-99.1
98.4-99.6
95.5-99.4
9
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 11
The World health organization (Who) Bulk Procurement SchemeThisservicewascreatedtofacilitateaccesstohighqualitytestkitsandbasiclaboratoryconsumablesandequipmentatreducedcosts.Throughthescheme,rapidsyphilistestscanbeorderedbythefollowinginstitutions:
AllregionalofficesoftheWorldHealthOrganization AllWorldHeathOrganizationcountryoffices(ordersarecurrently
madethroughtheregionaloffices) Non-governmentalorganizationswhichhaveofficialrelationships
withtheWorldHealthOrganization Publichealthfacilities(ordersaremadeviaWorldHealthOrganization
countryoffices)
ForadiagnostictestkittobecomeeligibletotenderforWorldHealthOrganizationprocurement,itmustpasstheWorldHealthOrganizationprequalificationprocessandmeetspecificprocurementcriteriafortestperformanceandmanufacturingstandards.Tendersfromdiagnosticmanufacturersoccuronanannualbasis,byinvitationonly.
FurtherinformationontheWorldHealthOrganizationBulkProcurementGuidelinesareavailableat:
WHOContractingandProcurementServices(WHO/CPS)AvenueAppia201211Geneva27SwitzerlandTel.+41-22-7911801Fax:+41-22-7914196Email:[email protected]://www.who.int/diagnostics_laboratory/procurement/en/
10
The RAPId syphilis TEsT ToolkIT 12
2. Implementation
2.1 Understanding Local Circumstance: Conducting a baseline surveyWhenyouwereidentifyingtheneedforanrapidsyphilistestingprogramme,youshouldhaveconductedasituationalanalysistohighlighttheneedforrapidsyphilistestingwithinachosenpopulation(refertoguidanceonperformingaSituationalAnalysisinPlanning 1 andforasamplesituationalanalysischecklistseeManagement 1).Buildingupontheinformationpresentedinthesituationalanalysis,youshouldconductabaselinesurveytocollectdataspecifictothetargetpopulationandthefacilitieswheretheinterventionwillbeintroduced.
Yourbaselinesurveyshouldbeconductedbeforeyouintroducetheinterventionphaseoftheprogrammeandafterasituationalanalysis.RefertoImplementation 4 – Monitoring and Evaluation Tool for a Rapid Syphilis Test Programmeforguidanceonperformingabaselinesurvey.
2.2 Ordering and DistributionTherearemanycomponentstobeconsideredinordertocreateasupplychainsystemthatfunctionsandiscapableofreachingmultipleremotehealthfacilitiesinatimelyfashion.Stockoutsinterrupthealthcareservicesandimpedeahealthcareworker’sabilitytoprovidepatientsandclientswithahighlevelofcare.Effectivesupplychainmanagementisthereforeavaluablepartofafunctioninghealthcaresystem.Itisimportantalsotorefertothenationalguidelinesforsupplyandstockmanagement.Eachcountry,andsometimeseachdistrict,hasitsownscheduleandpolicyforordering,whichmayvaryfrommonthlytoquarterlytoannually.
RefertoManagement 2forfurtherinformationonorderingandmaintainingstock.
2.3 TrainingTrainingisanessentialpartofarapidsyphilistestingintroductionprogramme.Itiskeytodevelopingthetechnicalexpertiseandskillsrequiredforachievingaprogramme’sobjectivesandrealizingthestatedgoals.Managersshouldestablishprogramme-levelplans,policies,procedures,andqualityassurancemethodstoensuretrainingiseffectivelyandefficientlyincorporatedintoprojectmanagementfunctions.Furthermore,programmemanagersshoulddevelopspecificplanstoestablishaqualityassurancesystemfortrainingandhumanresourcedevelopment.
2.3.1 Training WorkshopsAtrainingprogrammecanbeestablishedthroughthecreationoftwolevelsoftrainingworkshops.Thefirst,aTrainingofTrainersworkshop,willequiptrainerstotrainthehealthcarefacilitystaffwhowillbeinvolvedintheimplementationofrapidsyphilistesting.Itshouldalsoprovideinternalmonitorsandsupervisorswithknowledgeofthepurpose,objectivesandcontentofhealthcareworkertraining.Thiswillenablethemtoreinforceon-the-jobapplicationofskillsdevelopedthroughtrainingby:
11
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 13
Demonstratingskills Observingperformanceandassessingskilllevels Offeringconstructivefeedback Identifyingandaddressingbarrierstoeffectiveperformanceofhealthcare
workers.Theseincludemotivation,communicationandattitude.
Thesecondleveloftrainingworkshopisdirectedattheindividualswhowillberesponsibleforconductingrapidsyphilistesting.Itshouldbedesignedtoequipstaffwiththepracticalknowledgeandskillsrequiredtoperformrapidtestsaspartofroutinecare.
2.3.2 Refresher Training CoursesRefreshertrainingisanimportantaspectofprogrammeimplementation.Thefrequencyandintensityofre-trainingwilldependonstaffexperience.Itcaneitherbepredeterminedandincludedaspartoftheprogrammetimeline,orbeconductedinresponsetopoorperformanceinqualityassuranceexercises.Generalizedrefreshertrainingshouldbeheldeveryonetotwoyearsandshouldbeintegratedwithrefreshertrainingworkshopsforotherservicesofferedalongsidesyphilistesting.Forexample,integratedrefreshertrainingforrapidsyphilistestingandprevention-of-mother-to-childtransmission(PMTCT)programmeswoulddecreasethetimestaffspendawayfromclinicsandavoidinterruptionsinservicesduetostaffabsences.
Figure 1. development of training plan
AA
A
TrainingofTrainersWorkshop
TrainingofProgramMonitors/
Supervisors
HealthcareworkerTraining
Workshop
RoutineSyphilisTesting
RoutineProgram
Monitoring/Supervision
Assess staff proficiency and identify training
needs
develop, implement and deliver needed training
to address skill and knowledge deficiencies
evaluate the effectiveness of the
training on improving skills development
evaluate the effect on worker performance
12
The RAPId syphilis TEsT ToolkIT 14
2.3.3 CertificationAllparticipantswhosuccessfullycompleteatrainingworkshopshouldreceiveacertificateofparticipation(refertoImplementation 3 – Training Package for Rapid Syphilis Testingforasampletrainingcertificate.Thecertificateshoulddocument:
Thenameofthehostorganization Thenamesofallcontributingorganizationsorinstitutionsincluding
theMinistryofHealth(ifinvolved) Thedateofthetrainingworkshop Thenameoftheparticipant Thetrainers’signatures
Certificatesserveasevidencethatanindividualhasattendedatrainingworkshopandshouldthereforebecompetentintheprovisionofrapidsyphilistestingservices.Thecontentoftheworkshopshouldnotbedocumentedonthecertificatebutshouldbearchivedinatrainingfolderthatisstoredinacentrallocationandcontains:
Acopyoftheagenda Listofparticipants Listofpresentationsandworksheets Listofevaluationsconductedduringtheworkshop.
Implementation 3 – Training Package for Rapid Syphilis Testing: Training of Trainers Workshop PreparationofthisToolkitcontainsacomprehensivesetofguidelinesontraininghealthcareworkersandtrainersandincludessamplepresentationsforbothsetsoftrainingworkshops.Youshouldmakeeveryefforttointegratetrainingonnewrapiddiagnostictestingwithinnationaltrainingprograms,soastominimizehealthcareworkers’timeawayfromtheirclinics.
2.4 Test IntroductionFacilitiesshouldcommencetestingimmediatelyuponcompletionoftrainingworkshops.Qualitymeasuresmaybeintroducedinaphased-approachoralongsideintroductionoftesting.Thiswilldependontheabilityoflaboratoryandprogrammestafftodistributequalitymaterials,andonhealthcareworkers’experiencewithqualitycontrolmeasures.Theintensityoftrainingandsupervisionwillgraduallydeclineinfrequencyashealthcareworkersbecomemoreaccomplished,butitwillneedtobemaintainedinareasofhighstaffturnover.
13
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 15
2.5 Quality Assurance and Quality ControlAccuracyandreliabilityofdiagnostic/laboratorytestingwillbecriticaltothesuccessofadiagnostictestintroductionprogramme.Inordertoensurethisreliabilityandreduceerrorstoaminimum,aqualitysystemthataddressesallaspectsoftesting,includingpoint-of-casetests,isessential.Eveninsiteswhichconductonlyrapidsyphilistesting,itisstillessentialtosetupalltheelementsofaqualitysystem.
Qualityassuranceisanintegratedmanagementfunctionthatdealswithsettingpolicyandrunninganadministrativecontrolsystemtoensuretheusabilityoftheproduct;inthiscase,therapidsyphilistest.Itensuresthataprocessordeviceisofthequalityneededandexpectedbytheoperator.Qualitycontrolisasystemofroutinestandardtechnicalactivitiesundertakentomeasureandcontrolthequalityoftestingagainstadefinedsetofcriteriaorstandards.Itensurescorrectoperationoftherapiddiagnostictestsandcorrectdiagnosis.
Asrapidsyphilistestingisrolledoutand/orexpandedintolargenumbersoftestingsites,itwillbeveryimportanttoimplementaqualitymanagementsystemasdetailedinthisToolkittoassurethequalityandreliabilityoftestresults.
Implementation 2 – Quality Management System Guidelines for Rapid SyphilisTesting ofthisToolkitprovidesguidanceonestablishingaQualityAssurancesystemforRapidSyphilisTesting.
2.6 Monitoring and EvaluationRoutinemonitoringandscheduledevaluationsarecriticalcomponentsofanyrapidsyphilistestingprogramme.Implementation 4 – Monitoring and Evaluation Tool for a Rapid Syphilis Test ProgrammeofthisToolkitisusedtodefinethekeyindicatorsandapproachtodatacollection.YourMonitoringandEvaluationPlanshould:
Tracktheprogressofcountryimplementationplansagainst theexpectedmilestones.
Ensurecontinuousimprovementandlearningthroughanunderstanding ofthevariousfactorsthatunderlieincreasedcoverageofquality-assured rapidsyphilistesting.
Facilitatereal-time,evidence-baseddecision-making. Identifyobstaclestotheimplementationofrapidsyphilistesting
andfindsolutions.
14
The RAPId syphilis TEsT ToolkIT 16
2.7 Dissemination Planning 1and2 ofthisToolkitprovideguidanceondevelopingadvocacyandcommunicationtoolsandactivitiestodisseminatetheprogressandresultsoftherapidsyphilistestprogramme.Communicationofprogressandresultstotherelevantstakeholdersisanessentialpartoftheuptakeofrapidsyphilistestingbydonors,healthofficialsandthepublic.
Aneffectivedisseminationandcommunicationplanshould:
Sensitizeandeducatethecommunityaboutthedisease,testingforitand whattreatmentisavailable.
Promotesafesexpractice. Counseltoreduceprevalence. Promotepartnerengagementthroughamoreintegratedapproach,
e.g.usingpartnerinvitationslipsandtherebyfosteringawareness. Targethealthcareworkersaswellaspatients. UtilizeintegratedHIVandsyphilisservices. Promoteengagementofkeystakeholders(integratedHIVpartners,
non-governmentalorganizations,MinistryofHealth,laboratorypartners).
Asthepilotdataisanalyzed,youwillneedtoorganizestakeholdermeetingstodisseminatetheresults.Theseshouldoccuronmultiplelevels.Youmustpresentresultstohealthcareworkers,laboratorypersonnel,anddistrictstaffinvolveddirectlyintheimplementationoftheproject.Youmustalsomeetwithorganizationsandgovernmentalofficialsworkingatanationalleveltoeffectpolicychange.Youshouldmaintainregularcontactwithallstakeholderstoinformthemoftheprogressandsuccessoftheprojecttodate,andtheexpecteddateofdisseminationandconclusionoftheproject.Finally,youwillneedtoarrangeafinalmeetingtodisseminatetheproject’sfindings,
15
DisseminationactivitiesduringRSTlaunch,Lima,Peru
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 17
3. Planning for Scaling Up
Itisessentialtomaintainthemomentumoftheprogrammethroughexitfromthepilotintothescalingupphase,sothatskillsgainedduringtheinitialstagescanbesustained.Thepilotstudyshouldhavebeenintroducedthroughexistinghealthsystemstructures.Inthisway,youwillhavebuiltastrongfoundationforscaleupandexpansionoftheprogramme.Thecomponentsofthepilotsystem–training,qualityassurance,supplychainmanagement,testingandtreatment–canbeexpandedtoalargerscalebasedonyourinitialexperiences.Yourabilitytoscaleupwilldependonthesupportandcommitmentofstakeholders:theirengagementiscriticalbeforeandduringprogrammeimplementation.
Thesearesomeofthemattersthatyoushouldconsiderforscaleup:
Whowillberesponsibleforperformingand/ormanagingaparticular activity?
Howwillthetransferprocessoccur? Arethereperformancestandardstobemaintained? Howwillitbefunded? WhowillberesponsibleformaintainingtheQualitySystem? Howwilltheprogrammebemonitored? Whatwillbetheroleofthecommunityinmanagingormonitoringthe
programme? Cantheprogrammebeintegratedintoanexistingprogramme,suchasa
MaternalandChildHealth(MCH)orPreventionofMothertoChild Transmissionprogramme?
Cantrainingbeintegratedwithexistingnationalleveltrainingprogrammes?
“ The transfer of activities and knowledge shouldbedoneformally,sothatallstakeholdersconcernedareawareofthecommitmentsandresponsibilitiesnecessarytothecontinuationoftheprogrammeatnationallevel.
”
16
The RAPId syphilis TEsT ToolkIT 18
Theplanningofanexitstrategyisnotasingleeventbutaseriesofsteps.Thefollowingtableoutlinestheessentialelementsofarapiddiagnostictestintroductionprogramme.Youwillneedtoconsidertheseinordertotransferfrompilotstagetonationwideroll-out.Youshouldalsofactorintherisksoftransferandpotentialsolutionstoovercomethem.
Figure 2. The Scaling Up Process
A A
A
A A
A
A
A
establishment of partnerships
and collaboration engagements with
various private (including industry)
and public (including regulatory bodies)
stakeholders to support service delivery
exit Strategy from Pilot
Adoption of policy or guideline changes that
may result from lessons learnt from the pilot
knowledge transfer
and expansion
development of a larger team
of trainers
Reassessment of commodity needs,
the capacity of the existing supply chain to meet the demands
of rapid syphilis testing, and quality assurance/control
materials
expanding capacity
Sourcing for increased funding
Creation of demand and advocacy for
the planned service expansion
17
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 19
Act
ivity
Qua
lity
Sy
stem
Ris
ks a
ssoc
iate
d w
ith tr
ansf
er
from
pilo
t to
natio
nal r
oll-
out
F
easi
bilit
y,fr
eque
ncy
&fi
nanc
ing
ofa
qua
lity
co
ntro
lsys
tem
for
RST
w
ithin
the
MO
H.
In
trod
uctio
nof
an
over
am
bitio
usq
ualit
ysy
stem
th
atc
anno
tbe
sust
aine
d.
L
oss
ofs
kills
ofH
CW
and
la
bora
tory
tech
nici
ans
with
re
spec
tto
man
ufac
ture
an
dte
stin
gof
qua
lity
sam
ples
dur
ing
tran
sfer
.
In
abili
tyo
flab
orat
ory
to
obta
inh
igh
titre
spe
cim
ens
fo
rD
ried
Tub
eSp
ecim
en
man
ufac
ture
.
In
abili
tyo
fdis
tric
tto
m
aint
ain
supe
rvis
ion
of
qual
itys
yste
ma
ndfa
ilure
to
impl
emen
tcor
rect
ive
ac
tions
whe
ren
eces
sary
.
Rec
omm
ende
d so
lutio
ns a
ndA
ctio
ns fo
r P
hase
out
E
ngag
ew
ithc
entr
al
labo
rato
ries
tod
evel
opa
su
stai
nabl
equ
ality
sys
tem
an
din
tegr
ated
HIV
/syp
hilis
pa
nel.
E
ngag
ein
dis
cuss
ions
with
re
leva
nts
take
hold
ers
to
dete
rmin
ew
hata
spec
ts
ofq
ualit
ysy
stem
(DTS
P
rofic
ienc
yP
anel
test
ing
an
d/or
kit
QC
test
ing
and/
or
confi
rmat
ory
re-t
estin
gan
d/
orin
com
ing
insp
ectio
nof
ne
wlo
ts)c
ould
be
sust
aine
d.
Dis
cuss
freq
uenc
yof
QC
an
dde
term
ine
wha
tis
fe
asib
leg
iven
cos
t
rest
rict
ions
and
goa
lso
f
qual
itys
yste
m.
P
repa
rete
chni
calg
uide
-lin
esfo
rim
plem
entin
gin
tern
ala
nde
xter
nalq
ualit
yco
ntro
lfor
rap
idte
stin
gat
th
ece
ntra
llab
orat
ory
and
at
the
heal
thc
entr
e.
T
rain
MO
Hs
uper
viso
rs
onq
ualit
yco
ntro
lasp
ects
to
ens
ure
tech
nica
lpr
ofici
ency
.
D
raw
up
budg
etfo
rco
sts
ofim
plem
entin
ga
rout
ine
qual
ityp
rogr
am.
Res
pons
ibili
ty
afte
r P
ilot S
tage
Loca
lpar
tner
ship
s.
MO
H,M
OH
labo
rato
ries
,la
bora
tori
esa
lrea
dyco
llabo
ratin
gw
ithM
OH
in
qual
itya
ssur
ance
,dis
tric
tla
bora
tori
esa
ndd
istr
ict
med
ical
offi
ce,d
istr
ict
supe
rvis
ors.
Tool
s fr
om p
ilot s
tage
that
can
be u
sed
duri
ng s
cale
-up
E
QA/
DTS
man
ufac
ture
a
ndte
stin
ggu
idel
ines
and
re
cord
form
s.
Inte
rnal
QC
man
ufac
ture
an
dte
stin
ggu
idel
ines
and
re
cord
form
s.
In
com
ing
Insp
ectio
nte
stin
ggu
idel
ines
and
re
cord
form
s.
Table 4. Planning for scale-up – consider the following programme activities
18
The RAPId syphilis TEsT ToolkIT 20
Act
ivity
Trai
ning
syst
em
Ris
ks a
ssoc
iate
d w
ith tr
ansf
er
from
pilo
t to
natio
nal r
oll-
out
L
oss
ofs
kills
ofH
CW
and
la
bora
tory
tech
nici
ans
with
re
spec
tto
test
ing,
re
port
ing
and
man
ufac
ture
of
qua
lity
cont
rol
spec
imen
s.
Rec
omm
ende
d so
lutio
ns a
ndA
ctio
ns fo
r P
hase
out
Is
sue
trai
ning
cer
tifica
tes
toa
lltr
aine
dhe
alth
care
w
orke
rs.
O
ffer
re-t
rain
ing
toH
CW
th
ats
core
dlo
wer
than
the
re
quire
dsc
ore
for
EQA
DTS
pa
nelb
efor
eph
ase-
out
E
nsur
edi
stri
cts
uper
viso
r
and
labo
rato
rys
taff
are
ad
equa
tely
trai
ned
ona
ll
aspe
cts
ofq
ualit
yan
d
inte
rnal
mon
itori
ng
In
volv
edi
stri
ct/M
OH
ate
arly
st
age
ofp
hase
out
E
nsur
eca
paci
tyb
uild
ing
on
site
am
ong
HC
W
D
evel
opa
cas
cade
of
tr
aine
rss
oth
eca
paci
tyto
tr
ain
isa
tall
leve
ls,
incl
udin
glo
call
evel
N
atio
nals
take
hold
er
mee
ting
will
pro
vide
op
port
uniti
esfo
rtr
aini
ng
alll
evel
s
E
nsur
edi
stri
cts
uper
viso
rs
and
labo
rato
rys
taff
are
ad
equa
tely
trai
ned
ona
ll
aspe
cts
ofth
equ
ality
sy
stem
.
Res
pons
ibili
ty
afte
r P
ilot S
tage
MO
H/R
efer
ence
labo
rato
ry
Tool
s fr
om p
ilot s
tage
that
can
be u
sed
duri
ng s
cale
-up
T
rain
ero
ftra
iner
sgu
ide
J
obd
escr
iptio
ns(I
nter
nal
M
onito
r/S
uper
viso
r,
Labo
rato
ryp
erso
nnel
for
D
TSm
anuf
actu
re,D
ata
M
anag
er,P
rogr
amm
e
Man
ager
,HC
W)
G
uide
lines
,FAQ
,
trou
bles
hoot
ing
guid
e
C
ertifi
catio
nof
trai
ned
staf
f
P
rofic
ienc
yC
heck
listw
hen
th
ere
ish
igh
turn
over
of
staf
f
19
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 21
Act
ivity
Inte
rnal
mon
it-
orin
g/Su
per-
vi
sion
Ris
ks a
ssoc
iate
d w
ith tr
ansf
er
from
pilo
t to
natio
nal r
oll-
out
H
CW
may
lose
mot
ivat
ion
if
regu
lar
supe
rvis
ion
isn
ot
mai
ntai
ned
Q
ualit
yC
ontr
olm
ayn
otb
e
done
ifn
otre
view
edo
na
re
gula
rba
sis
P
robl
ems
can
esca
late
if
ther
eis
no
regu
lar
su
perv
isio
n
Rec
omm
ende
d so
lutio
ns a
ndA
ctio
ns fo
r P
hase
out
P
hase
out
freq
uenc
yof
in
tern
alm
onito
ring
vis
its
tos
hift
resp
onsi
bilit
yto
di
stri
ct/M
OH
leve
land
bui
ld
capa
city
am
ong
HC
Wa
tthe
he
alth
cen
tres
.
C
oord
inat
evi
sits
with
di
stri
cts
uper
viso
rto
w
ork
toge
ther
and
to
prov
ide
trai
ning
for
dist
rict
su
perv
isor
E
nsur
edi
stri
cts
uper
viso
rs
are
awar
eof
role
san
d
resp
onsi
bilit
ies
prio
rto
exi
t
thro
ugh
host
ing
ofa
dequ
ate
tr
aini
nga
nda
ccom
pani
ed
site
vis
its
D
raw
up
budg
eto
fcos
tso
f
impl
emen
ting
aro
utin
e
supe
rvis
ion/
mon
itori
ng
prog
ram
In
volv
edi
stri
ct/M
OH
ate
arly
st
age
ofp
hase
out
.
T
hep
ilots
tudy
team
sho
uld
do
afo
llow
up
visi
tafte
rex
it
usin
gan
Exi
tstr
ateg
y
chec
klis
t
Res
pons
ibili
ty
afte
r P
ilot S
tage
Dis
tric
t/M
CH
/RC
Hc
oord
inat
or
Dis
tric
thea
ltho
ffice
.Dis
tric
tsu
perv
isor
s.
Tool
s fr
om p
ilot s
tage
that
can
be u
sed
duri
ng s
cale
-up
M
onito
ring
SO
P&
ch
eckl
ist,
incl
udin
gre
com
men
ded
freq
uenc
yof
mon
itori
ng
M
onito
ring
Rep
ort
tem
plat
e
C
ount
ryM
&E
plan
with
de
fined
indi
cato
rsfo
r
mon
itori
ng
C
orre
ctiv
eac
tion/
tr
oubl
esho
otin
ggu
ide
for
in
tern
alm
onito
rin
eve
nt
ofu
nacc
epta
ble
test
re
sults
and
oth
er
no
n-co
nfor
man
ces
20
The RAPId syphilis TEsT ToolkIT 22A
ctiv
ity
Supp
lyCh
ain
Ris
ks a
ssoc
iate
d w
ith tr
ansf
er
from
pilo
t to
natio
nal r
oll-
out
D
elay
inin
trod
uctio
nof
te
sts
beca
use
ofd
ifficu
lties
in
pro
cure
men
t.
S
tock
out
sca
usin
g
inte
rrup
tions
tote
stin
g
Rec
omm
ende
d so
lutio
ns a
ndA
ctio
ns fo
r P
hase
out
P
ilota
nor
der
thro
ugh
loca
l
dist
ribu
tor
and
dete
rmin
e
wha
tass
ista
nce
they
can
pr
ovid
e.
E
nsur
est
affa
thea
lthc
entr
e
are
awar
eof
the
impo
rtan
ce
oftr
acki
ngs
uppl
ies
and
or
deri
ng.
S
hare
exp
erie
nces
with
M
OH
,DH
Oa
spa
rto
ffina
l
diss
emin
atio
n.
U
seH
IVr
apid
test
or
othe
r
diag
nost
icp
rocu
rem
enta
s
ane
xam
ple
ofh
owp
roce
ss
can
wor
kan
dpo
tent
ial
pr
oble
ms
that
will
nee
dto
be
avo
ided
.
E
nsur
edi
stri
cts
uper
viso
rs
are
fam
iliar
with
sup
ply
chai
npr
oble
ms
and
are
capa
ble
ofa
ddre
ssin
glo
cal
prob
lem
s.
In
trod
uce
MO
H/D
HO
toW
HO
Bul
kP
rocu
rem
ent
Sc
hem
e.
Res
pons
ibili
ty
afte
r P
ilot S
tage
MO
H/d
istr
icth
ealth
offi
cea
nddi
stri
cts
tore
s/C
entr
als
tore
s
Tool
s fr
om p
ilot s
tage
that
can
be u
sed
duri
ng s
cale
-up
L
ocal
dis
trib
utor
con
tact
de
tails
W
HO
Bul
kP
rocu
rem
ent
Sc
hem
eG
uide
D
ocum
ents
/Sto
ckc
ards
fo
rtr
acki
ngs
uppl
y
21
MANAGEMENT 4 Management and Implementation of Rapid Syphilis Test Introduction: A Programme Manager’s Guide 23
Act
ivity
Dis
sem
- in
atio
n
Ris
ks a
ssoc
iate
d w
ith tr
ansf
er
from
pilo
t to
natio
nal r
oll-
out
N
opo
licy
chan
ge
F
acili
ties
will
reve
rtto
te
stin
gus
ing
refe
renc
e
met
hod.
Rec
omm
ende
d so
lutio
ns a
ndA
ctio
ns fo
r P
hase
out
E
ngag
eal
lrel
evan
t
stak
ehol
ders
inm
eetin
gs
for
diss
emin
atio
n.
E
nsur
eal
lint
eres
ted
part
ies
ha
vea
cces
sto
pro
ject
re
sults
,cos
ting
info
rmat
ion,
fin
alre
port
(inc
ludi
ngD
HO
,
MO
H,o
ther
NG
Os
wor
king
in
ove
rlap
ping
fiel
dse
tc.)
S
ched
ule
mee
tings
with
st
akeh
olde
rsa
tall
leve
ls
from
MO
H/n
atio
nalt
ofa
cilit
yle
vel.
C
halle
nges
and
issu
es
duri
ngR
STin
trod
uctio
nca
n
beo
btai
ned
from
the
inte
rnal
mon
itors
che
cklis
ts
and
the
wee
kly/
mon
thly
m
onito
rsm
eetin
gm
inut
es
Res
pons
ibili
ty
afte
r P
ilot S
tage
Pro
gram
me
Man
ager
and
pilo
tst
udy
team
Tool
s fr
om p
ilot s
tage
that
can
be u
sed
duri
ng s
cale
-up
D
evel
opa
com
mun
icat
ion
st
rate
gy
C
omm
unic
ate
chal
leng
es
and
less
ons
lear
ned
G
uide
lines
/FAQ
/Tr
oubl
esho
otin
ggu
ide
W
ebsi
tefo
rac
cess
ing
stud
ydo
cum
enta
tion
22
THE RAPID SYPHILIS TEST TOOLKIT 24
4. References
Planning1–Advocacy&CommunicationsStrategy
Planning2–Advocacy&CommunicationsActivities
Management1–ModelforIntegrationofRapidSyphilisTestswithinMaternalandChild Healthand/orPreventionofMothertoChildTransmissionProgrammesatPrimary HealthcareSettings
Management2–SupplyandStockManagementforHealthcareWorkers andHealthCareFacilityStaff
Management3–DevelopingSyphilisTestingandTreatmentAlgorithmsUsingRapidTests
Implementation1–TheCostingGuidelinesforSyphilisScreeningStrategies
Implementation2–QualityManagementSystemGuideforRapidSyphilisTesting
Implementation3–TrainingPackageforRapidSyphilisTesting
Implementation4–MonitoringandEvaluationToolforaRapidSyphilisTestProgramme
23