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Effective TB Interviewing for Contact Investigation: Self-Study Modules

Return to Module 1 Table of Contents

TB Interview Checklist

Pre-Interview Activities

  • Review medical record
  • Establish preliminary infectious period
  • Develop an interview strategy
  • Arrange interview time and place


  • Introduce self
  • Provide identification
  • Explain role in TB control
  • Build trust and rapport
  • Explain purpose of interview
  • Ensure confidentiality

Information and Education Exchange

  • Observe patient’s physical and mental state and evaluate communication skills
  • Collect and confirm the following information:
  • Name
  • Alias(es) or nickname(s)
  • Date of birth
  • Address
  • Telephone number
  • Next of kin
  • Other locating information
  • Physical description
  • Known exposure to TB
  • Recent hospitalization(s) for TB
  • Medical provider for TB
  • Transportation availability
  • Other medical conditions
  • Outpatient/DOT plan
  • Barriers to adherence
  • Assess TB disease comprehension and provide TB education
  • Obtain and confirm TB symptom history
  • Discuss basis of patient’s current diagnosis
  • Discuss disease intervention behaviors (treatment, infection control, medical appointments)
  • Refine infectious period and review significance with patient

Contact Identification

  • Focus on infectious period
  • Explain priority and casual exposure
  • Stress importance of identification of all priority contacts
  • Collect information on patient’s contacts in the household/residence, workplace, school, other congregate settings, and social/recreational environments during the infectious period, including
  • Name
  • Alias(es) or nickname(s)
  • Age, race, sex
  • Address/telephone number
  • Other locating information
  • Physical description
  • Hours of exposure per week
  • Dates of first and last exposure
  • Discuss site visits and the sharing of information on a need-to-know basis; reinforce confidentiality
  • Discuss patient vs. health department referrals


  • Request and answer patient’s questions
  • Review and reinforce adherence plan
  • Restate next appointment (if known)
  • Arrange re-interview and home visit (if not already completed)
  • Leave name and telephone number
  • Thank patient and close interview
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  • Page last reviewed: September 1, 2012
  • Page last updated: May 4, 2011 The U.S. Government's Official Web PortalDepartment of Health and Human Services
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