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Sexually Transmitted Diseases

OverviewProgram Operations Guidelines for STD Prevention
Overview

Medical and Laboratory Services Recommendations

ACCESSIBILITY (ML-1)

  • The clinic facility must be physically accessible in accordance with the Americans with Disabilities Act.
  • Clinics should be located so that they are readily accessible through public and private transportation from residential areas.
  • The general public should be able to easily determine how to obtain specialized STD services.
  • Clinic hours and staffing should be sufficient to accommodate patients, with minimal patients turned away.
  • A system to periodically assess clinic user (or patient) satisfaction with services should be in place.
  • No patient should be denied care for lack of money. Medical services should be at no charge, minimal, or based on a sliding scale.
  • Fees should not be assessed for examining persons referred by a disease intervention specialist.

RANGE OF SERVICES (ML-2)

  • At a minimum, clinics should have the capability to accurately diagnose and treat bacterial STDs.
  • Clinics should have the capacity to distribute medications for diseases diagnosed in the clinic. At a minimum, medications must be available for locally prevalent STDs, with prescriptions available for diagnosed diseases not prevalent in the community.
  • Clinics should provide condoms and counseling on primary prevention to all patients.
  • Clinics providing Pap smears should have specific protocols for follow-up of abnormal results that include guidelines for colposcopy referral.
  • Clinics providing pregnancy tests should have specific protocols for follow-up and referral of positive tests.
  • Clinics should collaborate with immunization programs and viral hepatitis programs to provide hepatitis B vaccinations to those at risk.
  • Clinics should provide the basic range of HIV related services specified in state and federal statutes and, for patient convenience, should offer as many as possible on site (e.g., counseling and testing, partner services).
  • Confidential counseling and testing for HIV should be offered at the time of the STD visit so that patients do not have to visit separate clinics or make return visits.
  • Confidential counseling and testing for STDs, including HIV, should not be denied because a patient refuses other STD services.
  • Anonymous HIV testing should be available on site for patients requesting the service or at community sites convenient to patients.
  • Written policy and procedures should be in place for the referral of patients for HIV early intervention services (e.g., continuing medical evaluation, tuberculosis and immune system testing, treatment, and support group counseling).
  • When not offered on site, the mechanisms for referral should be established for relevant health services (e.g., family planning, prenatal, adult immunizations, drug counseling).

CLINIC ENVIRONMENT (ML-3)

Facility

  • The building in which a STD clinic is located should have signs making it easy to locate. Signs at the building entrance should be easy to read and should clearly list STD among the services.
  • Waiting areas should contain accessible patient education (i.e., handouts, posters, pamphlets, or audiovisuals) that emphasize risk reduction behaviors for the prevention of STDs, HIV, and viral hepatitis.
  • Examination rooms should be clean and private and should have adequate equipment and supplies for physical examinations and specimen collection for both male and female patients.
  • The number of examination rooms should be adequate to accommodate the number of clinicians (at least one room per clinician) and to serve patients promptly during the normal working day.

Patient Considerations

  • Patient confidentiality must be maintained. Confidentiality should be promoted by using a system other than names when calling patients from waiting areas.
  • Clinic personnel should be courteous and respectful of patients.
  • Patients should be told what to expect during the clinic visit, including being told STDs for which they are being tested and the common ones for which they are not being tested.
  • All clinic staff should develop and maintain cross-cultural awareness and display cultural sensitivity.
  • An adequate portion of the clinic staff should have bilingual fluency that facilitates services to those patients who do not speak English.
  • Clinics should assess the need for physical security during clinic sessions and have security protocols in place.

REGISTRATION PROCESS (ML-3)

Confidentiality

  • Registration information should be obtained in a confidential manner.
  • Acoustical barriers separating clerks from waiting areas in addition to methods of self registration should be considered when distance does not prevent persons from overhearing those who are registering.
  • Information collected at the registration desk should be relevant: locating and demographic data, type of visit (referral, appointment, or walk-in); clerks should avoid discussing the medical reason for the visit including any symptoms or medical history.
  • Patient address should be verified at every visit in the event that follow up is needed.

Procedure

  • Telephone reports of test results must follow clinic procedures to ensure confidentiality.
  • Clinics should have systems in place to assess and modify patient visits to assure minimal waiting.
  • The "expected-in" file should be checked for every person at every visit as part of the registration process.
  • Priority patients should be given preferential service.

CLINIC FLOW (ML-4)

Appointment and Walk-in Systems

  • The responsibilities of the clinician will play a role in determining the number needed in a clinic.
  • Walk-in patients with genital ulcers, discharges, and women with abdominal pain or who are pregnant should be examined that day.
  • Patients referred by DIS should be seen on a priority basis on the same day.
  • Walk-in patients who are not examined within the day should be given a list of STD medical resources and eligibility requirements (e.g., urgent care clinics, family planning clinics, private physicians) and encouraged to call for a next-session appointment.

Clinic Flow

  • Clinic flow should be designed so that the next available clinician sees the next patient registered. An exception may be made where local medical practice standards or legislation stipulates gender requirements. Patients who request a clinician of a specific sex should be accommodated whenever possible.
  • Patient stops should be kept to a minimum (ideally, not more than three-registration, clinical care, and an STD/HIV interviewing/counseling session, if needed).
  • Patient flow analysis should be conducted periodically to provide a systematic understanding of where bottlenecks in clinic flow occur.

MEDICAL RECORDS (ML-5)

  • Medical records should contain sufficient demographic information to contact the patient and sufficient clinical evaluation information to readily interpret the examining clinician's assessment and clinical findings.
  • All procedures concerning content and filing of medical records should be in accordance with state and local laws and statutes.
  • STD programs should follow written procedures for the management of medical records that includes forms management, organization of the medical record, records security, and adherence to statutes for record retention.
  • An individual should be assigned the responsibility of managing the release of records due to subpoena, court order, etc. This person should track all matters relating to request to view medical records.

CLINIC MANAGEMENT STRUCTURE (ML-6)

  • The clinic manager should have adequate specialized training in STD, clinic and personnel management, and public health.
  • The medical director should have specialized training in STD, be available for consultation during clinic hours and ensure the overall quality of clinical services.

CLINIC MANUALS (ML-7)

Personnel Policies

  • An STD clinic manual should contain the goals and the objectives of the clinic, including fully integrated STD/HIV services.
  • Job descriptions and performance standards should be provided for all staff members. These descriptions and standards should include:
    1. qualifications and training requirements for each job;
    2. the role each job plays in the operation of the clinic;
    3. a description of the essential tasks required for each job;
    4. the mechanism for performance evaluation; and,
    5. attitudes expected to be conveyed to clinic patients.
  • Policies regarding employee health (e.g., injury surveillance, HIV exposure, tuberculosis screening, and hepatitis B vaccination) should be consistent with state and local employee health regulations and should be clearly written and enforced.
  • Procedures for formal quality assurance should be provided.
  • Local policies and procedures included in the manual (frequency of staff meetings, fire drill instructions, sick leave, and vacation) should be current.

Medical Protocols

  • Clinic protocols or standard medical instructions for specific patient management should include:
    1. patient evaluation;
    2. management of STDs (See CDC STD Treatment Guidelines);
    3. medical consultation and referral;
    4. follow-up after therapy;
    5. counseling/education;
    6. and management of sex partners.
  • Protocols should include current recommended treatments for STDs.
  • Emergency medical protocols should be current.
  • Protocols for the safe handling of blood and body fluids (standard precautions) should be current and practical for most clinic situations.
  • Current and signed standing orders for non-physician clinicians should be included if required or not prohibited by state laws and regulations (medical practice acts).

CLINICIAN ROLES AND PERFORMANCE STANDARDS (ML-8)

  • Nurses, nurse practitioners, and physician assistants should work in full compliance with established clinic protocols as clinicians responsible for the entire clinical care process, including history taking, physical examination, laboratory specimen collection, diagnosis, treatment, plan for follow-up, and counseling/education.
  • Non-physician clinicians should have adequate physician backup and specific standing orders.
  • All clinicians should have a specific STD training course and AIDS update course.

STANDARD PRECAUTIONS (ML-8)

  • Standard Precautions should be applied to (1) blood; (2) all body fluids, secretions, and excretions, except sweat, regardless of whether or not they contain visible blood; (3) broken skin; and, (4) mucous membranes. Standard Precautions are designed to reduce the risk of transmission of microorganisms from both recognized and unrecognized sources of infection in health care settings.
  • Protective barriers should be appropriate and available for the type of exposure anticipated and may include latex or vinyl examination gloves, gowns, masks, and protective eye wear.
  • Needles and syringes should not be recapped or removed from disposable syringes.
  • Disposable syringes and other sharp items should be placed in puncture-resistant containers located in the immediate vicinity where venipuncture procedures take place.
  • Gloves should be worn during venipuncture to reduce the incidence of blood contamination, recognizing that they cannot prevent needle-stick injuries.
  • Clinicians and phlebotomists should change gloves between patients.
  • Gloves should not be worn outside the examination room or the laboratory.
  • Skin on hands or other parts of the body should be immediately and thoroughly washed if contaminated with blood or other body fluids. Hands should always be washed before and after the examination and before leaving the examination room.
  • Infectious waste should be incinerated or autoclaved before disposal in a sanitary landfill.
  • A surveillance system should be established for injuries such as needle-sticks, percutaneous injuries, and mucous membrane contamination; protocols should specify collection of confidential information about the worker and about the source individual (if applicable and possible), and about the cause and type of injury, medical treatment, counseling, and follow-up.

EMERGENCY PROCEDURES (ML-10)

  • One copy of an emergency protocol should be kept in the clinic manual and one copy with the emergency supplies.
  • Emergency equipment, supplies, and medications should be updated frequently according to an established schedule to ensure that they are not depleted or expired. Emergency supplies should be sealed when not in use.
  • All clinical staff members should be trained in cardiopulmonary resuscitation and should be able to respond appropriately in an emergency.
  • Staff members should be trained in specific safety procedures for managing potentially violent or abusive persons in the clinic.
  • Mock emergency drills should be held at least twice yearly to ensure that all staff members recognize emergencies, know their roles and responsibilities, know the location and contents of emergency supplies, can use all equipment properly, and follow established protocols.
  • STD prevention programs should develop and implement policies and procedures to manage occupational exposures of health care workers.

STAT LABORATORY MANAGEMENT STRUCTURE (ML-10)

Laboratory Direction

  • The laboratory director should be trained in appropriate laboratory techniques and safety procedures associated with handling infectious agents.
  • The director should have experience in public health and an understanding of the needs of clinicians and DIS staff.
  • Optimal qualifications of the laboratory director include a doctoral degree in medicine or laboratory science (see Appendix ML-A).
  • The director should ensure that the quality assurance committee's recommendations for laboratory testing are implemented.
  • The laboratory director may be on site or at the state or local health department for laboratories that have the exemption for limited public health testing.
  • Staff members should be familiar with work plans and should receive periodic performance evaluations.
  • Only personnel who have been advised of potential hazards and who meet specific requirements should be allowed to enter the laboratory.
  • The director should ensure adequate staffing to manage the volume of rapid testing during peak testing hours, lunch, and employee vacations.
  • Accurate and updated test procedures and biosafety manuals should be available to all laboratory employees.
  • Policies should be established to ensure the confidential storage of laboratory requisitions or log books containing patients' test results. Confidentiality statutes in each jurisdiction define the records that are protected from subpoena and may specify the time frame for retention and the method for destruction.

Laboratory Services

  • Each clinic that provides STD services should have an on-site stat laboratory or capacity to perform stat tests. The laboratory must have a current CLIA certificate and be in compliance with CLIA-88 (see Appendix ML-A).
  • At a minimum, stat laboratories should perform the following tests, all of which are classified as of moderate complexity under CLIA, with the exception of urine pregnancy tests, which are classified as waived under CLIA:
    1. Gram stain to detect intracellular gram-negative diplococci and presence of white blood cells to detect cervicitis or urethritis
    2. nontreponemal antibody card tests for syphilis such as RPR, TRUST, RST
    3. darkfield examination for Treponema pallidum
    4. saline wet mount for Trichomonas vaginalis and detection of clue cells of bacterial vaginosis
    5. KOH wet mount for the identification of yeast and for amine odor (Whiff) test
    6. Urine pregnancy tests
  • Point-of-care tests should only be used to provide immediate results and treatment to patients. If testing does not occur immediately, tests with greater sensitivity and specificity should be used.
  • The stat laboratory should contain an appropriate number of brightfield and darkfield microscopes and adequate equipment, supplies, and reagents to process patient specimens rapidly.
  • A sufficient number of staff should be trained in darkfield microscopy to provide coverage during all clinic hours where rapid syphilis diagnosis is desirable.
  • The stat laboratory should send the following routine tests to the state health laboratory or other nonstat laboratory:
    1. presumptive and confirmatory identification and antimicrobial sensitivity tests for N. gonorrhoeae; [presumptive-moderate complexity; confirmatory and sensitivity tests-high complexity-CLIA]
    2. chlamydia diagnostic tests (most high complexity - CLIA) nontreponemal antibody tests for syphilis (VDRL - high complexity, RPR and other similar card tests - moderate complexity - CLIA )
    3. fluorescent treponemal antibody absorption (FTA-ABS) or other treponemal tests for syphilis [high complexity-CLIA]; and
    4. HIV antibody tests [moderate complexity- CLIA, many others, high complexity-CLIA]
  • Additional stat testing may include;
    1. Tzanck stain for herpes [moderate-CLIA]
    2. spun urine for Gram stain and white cell count [moderate-CLIA]
  • STD clinics should use routine and reference laboratory services which further facilitate the diagnosis of STDs.

LABORATORIAN ROLES AND PERFORMANCE STANDARDS (ML-12)

  • Job qualifications for laboratorians include (at a minimum) high school graduation and training received at a medical or technical school; certification as a laboratory technician or technologist, professional registration as a microbiologist, or a degree in biological science; and, courses in basic stat laboratory methods for STD testing (brightfield and darkfield microscopy, gonorrhea culturing, rapid chlamydia tests, and syphilis serology) at one of the STD Prevention/Training Centers, or similar training.
  • All laboratory workers should routinely participate in proficiency testing.
  • A laboratory worker should possess a professional attitude and sensitivity about confidentiality; this includes not discussing laboratory results within patients' hearing.
  • A laboratory worker should adhere strictly to universal precautions, safety procedures, and quality control procedures.

LABORATORY BIOSAFETY LEVEL CRITERIA (ML-13)

Microbiological Procedures

  • Access to the laboratory should be limited to appropriate personnel and should be restricted when work with infectious agents is in progress.
  • Work surfaces should be decontaminated daily, as well as immediately after a spill.
  • All infectious waste should be decontaminated before disposal.
  • Mouth pipetting is prohibited; mechanical pipetting devices are used.
  • Eating, drinking, smoking, handling contact lenses, and applying cosmetics are not permitted in the work areas. Contact lens wearers in laboratories should also wear goggles or a face shield. Food is stored in cabinets or refrigerators designated for that purpose only, outside the work area.
  • Thorough hand washing should be performed after handling infectious materials and before leaving the laboratory.
  • Procedures to minimize the creation of splashes or aerosols should be followed.
  • An insect and rodent control program should be in effect.
  • Universal biohazard symbols should be posted on the laboratory door.
  • Laboratory personnel should receive appropriate immunizations or screening for the agent handled or potentially present in the laboratory (e.g., hepatitis B vaccine or TB skin testing).Baseline serum samples for laboratory and other at-risk personnel should be collected and stored, when appropriate, considering the agent(s) handled. Additional serum specimens may be collected periodically.
  • A biosafety manual should be prepared or adopted. Personnel should be advised of special hazards and should be required to read and follow instructions on practices and procedures.
  • Contaminated sharp items, including needles and syringes, should be promptly placed in punctureproof containers for decontamination.
  • Laboratory personnel should receive appropriate training on the potential hazards associated with the work involved, the necessary precautions to prevent exposures, and exposure evaluation procedures. Personnel should receive periodic updates, or as necessary.
  • Cultures, tissues, or specimens of body fluids should be placed in a container that prevents leakage during collection, handling, processing, storage, transport, or shipping.
  • Laboratory equipment and work surfaces should be decontaminated with an appropriate disinfectant on a routine basis after work with infectious materials is finished, and especially after spills.
  • Spills and accidents which result in overt exposures to infectious materials should be reported to the laboratory director immediately.

Safety Equipment (Primary Barriers)

  • Biological safety cabinets, or other appropriate protective equipment should be used when procedures with a potential for creating infectious aerosols or splash are conducted, or high concentrations or large volumes of infectious agents are used.
  • Face protection (goggles, mask, face shield or other splatter guards) should be used for anticipated splashes or sprays of infectious materials.
  • Protective laboratory coats, gowns, smocks, or uniforms designated for lab use should be removed and left in the laboratory before leaving for non-laboratory areas.
  • Examination gloves should be worn when handling infectious materials, contaminated surfaces or equipment. Gloves should be disposed of when contaminated, or when work with infectious materials is completed. Disposable gloves should not be washed or reused.

Laboratory Facilities (Secondary Barriers)

  • Each laboratory should contain a sink for washing hands.
  • The laboratory should be designed for easy cleaning.
  • Bench tops should be impervious to water and resistant to acids, alkalis, organic solvents, and moderate heat.
  • Furniture in the laboratory should be sturdy, with spaces between benches, cabinets, and equipment accessible for cleaning.
  • If the laboratory has windows that open, they should be fitted with fly screens.
  • A method for decontamination of infectious or regulated laboratory wastes should be available (e.g., autoclave, chemical disinfection, incinerator, or other approved decontamination system).
  • An eyewash facility should be readily available.

LABORATORY PRACTICE AND TECHNIQUES (ML-14)

Microbiological Practices

  • All procedures should be consistent with recognized standard and specialized microbiologic practices.
  • Biological safety cabinets, previously termed "hood," (Class I or II) or other physical containment devices should be used during procedures in which infectious aerosols may be created.
  • Any activity with the potential for creating aerosols (e.g., centrifugation of blood) should be performed in low-traffic areas in the laboratory.
  • All testing should be performed under quality assurance guidelines specific for each test (e.g., control specimens, temperature, time).
  • Safety equipment should include items for personal protection such as gloves, coats, face shields, and safety glasses.
  • Cultures, tissues, or specimens of body fluids should be placed in a container that prevents leakage during collection, handling, processing, storage, transport, or shipping. Laboratory specimens should be placed in durable trays or containers for safe transport, even for short distances.

Procedures Manual

  • The manual should include step-by-step descriptions of all methods; modifications of procedures should be initialed by the laboratory director.
  • The manual should include criteria for laboratory specimen acceptability.
  • Daily quality control records pertaining to test controls and to equipment, temperature, and speed of rotation should be noted in the manual.
  • Procedures for quality control checks on new lots of reagents, whether purchased or prepared, should be noted in a special section.
  • Instructions for routine tests and special studies should be documented in the manual.

Biosafety Manual

  • All new employees should read and understand the biosafety manual before working in the laboratory. (See section, Standard Precautions, for OSHA mandated training required for all employees who may have contact with blood or other body fluids.)
  • The manual should include information on standard and special microbiologic practices appropriate to laboratory Biosafety Level 2.
  • The biosafety manual should be regularly updated.
  • Laboratory procedures should be reviewed for compliance with established safety practices by a safety proctor appointed by the laboratory director.

PROVIDING STAT LABORATORY SERVICES IN COMPLIANCE WITH CLIA (ML-15)

  • The exemption to the certification requirement for each location available for limited public health testing (LPHT) should be pursued, if feasible. The state public health laboratories may be the only facilities with the mandate, expertise, and infrastructure to facilitate laboratory partnerships between large numbers of locally administered clinic laboratories.

VENIPUNCTURE (ML-16)

  • A continuing Quality Assurance program should be in place to monitor the venipuncture performance of STD staff.
  • The DIS supervisor should closely monitor DIS until assured that their venipuncture performance is satisfactory.
  • Periodic monitoring should continue after the initial observation period. See Appendix ML-F for an example of a venipuncture evaluation tool.
  • When labeling and transporting specimens, the DIS should:
    • Print the patient's name and date of birth (if known) or place a pre-printed label on the specimen tube after the blood has been collected. Include the date the specimen was drawn. To prevent the incorrect labeling of blood specimens do not pre-label blood collection tubes.
    • Maintain blood specimens in an upright position with the stopper at the top, either by placing in a specimen rack or in a cardboard container. Pack the containers tightly so the specimens will be secure in transit.
    • Blood specimens should be delivered to the laboratory for processing at the earliest practical time. Avoid leaving for extended periods in a car or similar place where temperatures may become excessively high or low. Also, make sure specimens remain in your care and that they are not handled by unauthorized persons.
    • When blood specimens cannot be delivered to the laboratory on the day of collection, make sure they are stored upright in a refrigerator. Do not freeze, as hemolysis may occur, ruining the specimen.

DISEASE INTERVENTION SPECIALIST SERVICES IN MEDICAL FACILITIES (ML-17)

  • Consistent prevention messages to patients should be facilitated through regular communication between clinic providers and DIS.
  • Clinic procedures should promote a smooth and confidential exchange of relevant disease intervention information between clinical staff and DIS.
  • DIS should be on site or on call to provide disease intervention services during clinic hours. Where resources are lacking for specialized disease intervention staff, or work is reassigned based on disease priorities, clinicians and counselors can perform intervention services.
  • DIS should have a thorough understanding of STD clinical care and STD diagnostic test results.
  • Clinic protocols should specify which patients are to receive STD and HIV intervention services from DIS.
  • DIS should be provided with an adequate number of private rooms to ensure that confidential STD interviews and HIV prevention counseling sessions can be conducted without interruption.
  • All personnel should be evaluated for STD intervention and HIV test counseling skills to assure consistency of messages.

QUALITY ASSURANCE PROCEDURES (ML-18)

  • A quality assurance committee should meet regularly and follow an approved protocol to conduct audits, analyze findings, and deliver recommendations.
  • Medical records should be audited regularly (checked against clinic protocols) to determine the appropriateness of diagnoses and treatment and the completeness of documentation.
  • The quality of stat laboratory procedures should be monitored regularly.
  • Staff interactions with patients should be observed regularly.
  • Semiannual safety audits should be performed to determine the appropriate use of electrical equipment, storage of chemicals, emergency procedures, and first-aid stations.
  • A mechanism should be established for receiving, reviewing, and responding to complaints of patients.
  • Representatives of the finance office and data processing unit should also be included on the quality assurance committee so that they can gain and maintain an understanding of clinic operational needs.

REPORTING (ML-18)

Disease Morbidity

  • Clinics should promptly submit morbidity reports following the diagnosis of a case in the format determined by the state or local prevention program.
  • Morbidity reports should be complete, legible, and checked for accuracy before submission.
  • The quality assurance of morbidity reports should involve periodic comparison with medical records.
  • Computerized medical record systems should be linked to electronic morbidity reporting to expedite rapid data collection.
  • Clinic reporting systems should have the necessary safeguards to ensure the proper and nonduplicative reporting of laboratory results and diagnostic determinations.

Sexual Assault and Abuse

  • All clinic staff should be familiar with provisions of the state child abuse and neglect statute and their obligations under it.
  • Clinic staff members should be familiar with applicable STD and HIV confidentiality statutes and should be sensitive to any limitations on the reporting of supplementary information about suspected abuse cases.
  • The clinic manual should specify the management of patients of alleged abuse, listing the required examination and proper handling of laboratory specimens for evidence, and reporting procedures.
  • Testing of abused or assaulted patients should be performed using the most specific tests available.
  • Clinics should set up a mechanism for referrals to perform additional confirmatory testing necessary to make a definite diagnosis.
  • Clinics should have a patient advocate who maintains links with victim's assistance programs.

Domestic Violence

  • All clinic staff members should be familiar with domestic violence statutes.
  • STD programs should incorporate domestic violence issues into their staff training.

MEDICAL AND LABORATORY SERVICES APPENDICES

ML-A CLIA (ML-22)

ML-B COMMONLY USED STAT TESTS: SALINE AND 10% KOH WET MOUNTS, VAGINAL PH (ML-26)

COMMONLY USED STAT TESTS: GRAM STAIN FOR MICROORGANISMS (ML-28)

COMMONLY USED STAT TESTS: EXAMINATION OF SPECIMENS BY DARKFIELD MICROSCOPY (ML-30)

COMMONLY USED STAT TESTS: RPR CARD TEST (ML-33)

ML-C VENIPUNCTURE (ML-36)




Page last modified: August 16, 2007
Page last reviewed: August 16, 2007 Historical Document

Content Source: Division of STD Prevention, National Center for HIV/AIDS, Viral Hepatitis, STD, and TB Prevention