Epidemiological
Investigation of Outbreaks

       Department of Epidemiology

     Assoc. Prof. V. Doycheva, MD
Definition of an Outbreak
   An outbreak is commonly defined as:
   The occurrence in a community or region of
cases of an illness with a frequency clearly in
excess of normal expectancy. The number of
cases indicating presence of an outbreak will
vary according to the infectious agent, size and
type    of   population    exposed,     previous
experience or lack of exposure to the disease,
and time and place of occurrence. Therefore, the
status of an outbreak is relative to the usual
frequency of the disease in the same area,
among the same population, at the same season
of the year.
Epidemiological Investigation

   Regardless of the communicable disease,
the procedure for the investigation of a
suspected outbreak is the same:
   1. Establish the existence of an outbreak
   Compare current information with previous
incidence in the community during the same
time of year to determine if the observed
number of cases exceeds the expected.
Compare available information about new
cases with a predetermined definition of an
outbreak.
2. Confirm the diagnosis
  Analyze clinical histories of cases and
have standard laboratory tests performed
to confirm or reject the suspected
diagnosis and to determine the type of
agent associated with die illness
(bacterial, viral, other).
  3. Establish the case definition and
count cases
  Develop a case definition and establish
methods for identifying and counting
cases.
4. Relate the outbreak to time, place and
person
   Characterize the outbreak according to person,
place or time by interviewing known or selected
cases to determine common experiences, such as
when they became ill (time), where they became
infected (place) and who they are (person).

    5. Determine who is at risk of becoming ill
    Count cases and relate these counts to the
appropriate population to find the group(s) at risk.
Contact those who can provide information on the
illness or about the environmental circumstances
that contributed to die outbreak.
6. Formulate a tentative hypothesis
  Formulate a tentative hypothesis to
explain the most likely cause, source and
distribution of cases.

  7. Compare the hypothesis with the
established facts
  The hypothesis will direct the course of
the investigation, and will be tested by the
various data gathered during the
investigation.      Several      successive
hypotheses may be required.
8. Plan a detailed epidemiologic investigation
   Determine from the collected data what other
information is needed and what resources are
available to test the hypothesis. Develop or
obtain interview forms, gather sampling
equipment, and alert people who will take part in
the investigation.
   Carry out the investigation. Interview people
who are similar or who had similar experiences
to the ill with respect to time or place but who are
not ill (controls); gather appropriate community
and environmental information; investigate
potential sources of the responsible agent and
factors that contribute to the outbreak; and
obtain specimens and samples.
Summarize and interpret all of the information
that has been collected and examine the results
of laboratory tests that have been conducted.
Construct epidemic curves, calculate rates,
develop appropriate tables and charts, apply
statistical tests to the data, and interpret the
data.
   On the basis of the available data and the
appropriate calculations, accept or reject the
hypothesis. For a hypothesis to be accepted, the
patterns of disease in the host must relate to the
nature of the agent, its source, its mode of
transmission and the contributory factors that
allowed the outbreak to occur. If the hypothesis
is rejected, a second hypothesis must be
developed and additional information must be
gathered.
9. Prepare a written report
   A written report should summarize the investigation
and be prepared as soon as the investigation is
completed. This report should include the various
information listed in the example referenced (refer to
"Report of an Investigation of an Outbreak").

    10. Implement control and prevention measures
    Effective control measures should be developed
using the evidence that has been uncovered. Use the
information that has been collected during the
investigation to control the current outbreak and also to
prevent future problems in the community. Initiate or
intensify surveillance of the disease and agent. If
imminent danger exists, control measures should be
initiated after a tentative hypothesis has been formed.
Report of an Investigation of an Outbreak

            Reason for Investigation
   • Include a statement describing how the
                     outbreak
was identified (i.e., unusual number of cases).

                   Investigation
   • Present a general summary characterizing
                       die
      outbreak by person, place and time.
  -Include the date the investigation began and
            individuals interviewed.
  -State the number of cases ill and number of
               individuals at risk.
- If the number of cases is small (e.g., 25 or
less), a table may be constructed such that
relevant data ( age, gender, date of onset) are
presented for each individual.
   - If the number of cases is large, the data may
be summarized and presented in tabular or
graphical format (e.g., age distribution, epidemic
curve).
   - Compare the observed number of cases
with
that expected for the same population
during the same time period.
• Present a clinical description of cases
        - Describe the symptoms and physical
findings, including the results of laboratory
                  examinations.
     - If a table of individual cases is included,
incorporate the more important clinical and
 laboratory findings in the table; otherwise,
    summarize the findings numerically.
    - Present a summary of the epidemiologic
                data and findings.
- State pertinent information
  describing the distribution of cases
           which would indicate
   the source ( outbreak confined to
customers of a particular restaurant).
       - If an outbreak is localized to a
   group, such as an institution or in
             connection with a
dinner, provide the total population at
                    risk
(total population potentially exposed).
Present in tabular form any associated
individual characteristics (e.g., age, history of
    previous attack, immunization) with the
 cases. Where possible, compare these case
  characteristics with unaffected individuals.
  - Present in tabular form, the association of
   cases with various environmental factors
    such as water, milk supply, foods, etc.
    Compare these cases with the general
          population when possible.
• Summarize results of an investigation of
     common food and drink supplies

  - If the outbreak investigation required data
 from die water or milk supply, summarize
 the findings of the engineer, public health
            inspector or veterinarian.
      - Summarize the results of bacteriologic
examination of any other food suspected as
                  the source.
-   Provide details of preparation, handling and
    storage of suspected foods, brands of these
    foods, and places from which they were
    purchased.
    - State information as to illnesses or
    infections among those handling the
    suspected food.
Discussion as to Source
  • State reasons for suspecting or excluding
milk, water, and each article of food or other
possible medium of infection.
   Conclusions
  • State your opinion regarding:
      - Nature of the illness.
      - Source of the outbreak.
      - Method of transmission
Summary of Control Measures
           Implemented
        or Recommended

•    State control measure for immediate
control.
•      State control measures for future
prevention.

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(E pi !!)epidemiological investigation doc. doycheva

  • 1. Epidemiological Investigation of Outbreaks Department of Epidemiology Assoc. Prof. V. Doycheva, MD
  • 2. Definition of an Outbreak An outbreak is commonly defined as: The occurrence in a community or region of cases of an illness with a frequency clearly in excess of normal expectancy. The number of cases indicating presence of an outbreak will vary according to the infectious agent, size and type of population exposed, previous experience or lack of exposure to the disease, and time and place of occurrence. Therefore, the status of an outbreak is relative to the usual frequency of the disease in the same area, among the same population, at the same season of the year.
  • 3. Epidemiological Investigation Regardless of the communicable disease, the procedure for the investigation of a suspected outbreak is the same: 1. Establish the existence of an outbreak Compare current information with previous incidence in the community during the same time of year to determine if the observed number of cases exceeds the expected. Compare available information about new cases with a predetermined definition of an outbreak.
  • 4. 2. Confirm the diagnosis Analyze clinical histories of cases and have standard laboratory tests performed to confirm or reject the suspected diagnosis and to determine the type of agent associated with die illness (bacterial, viral, other). 3. Establish the case definition and count cases Develop a case definition and establish methods for identifying and counting cases.
  • 5. 4. Relate the outbreak to time, place and person Characterize the outbreak according to person, place or time by interviewing known or selected cases to determine common experiences, such as when they became ill (time), where they became infected (place) and who they are (person). 5. Determine who is at risk of becoming ill Count cases and relate these counts to the appropriate population to find the group(s) at risk. Contact those who can provide information on the illness or about the environmental circumstances that contributed to die outbreak.
  • 6. 6. Formulate a tentative hypothesis Formulate a tentative hypothesis to explain the most likely cause, source and distribution of cases. 7. Compare the hypothesis with the established facts The hypothesis will direct the course of the investigation, and will be tested by the various data gathered during the investigation. Several successive hypotheses may be required.
  • 7. 8. Plan a detailed epidemiologic investigation Determine from the collected data what other information is needed and what resources are available to test the hypothesis. Develop or obtain interview forms, gather sampling equipment, and alert people who will take part in the investigation. Carry out the investigation. Interview people who are similar or who had similar experiences to the ill with respect to time or place but who are not ill (controls); gather appropriate community and environmental information; investigate potential sources of the responsible agent and factors that contribute to the outbreak; and obtain specimens and samples.
  • 8. Summarize and interpret all of the information that has been collected and examine the results of laboratory tests that have been conducted. Construct epidemic curves, calculate rates, develop appropriate tables and charts, apply statistical tests to the data, and interpret the data. On the basis of the available data and the appropriate calculations, accept or reject the hypothesis. For a hypothesis to be accepted, the patterns of disease in the host must relate to the nature of the agent, its source, its mode of transmission and the contributory factors that allowed the outbreak to occur. If the hypothesis is rejected, a second hypothesis must be developed and additional information must be gathered.
  • 9. 9. Prepare a written report A written report should summarize the investigation and be prepared as soon as the investigation is completed. This report should include the various information listed in the example referenced (refer to "Report of an Investigation of an Outbreak"). 10. Implement control and prevention measures Effective control measures should be developed using the evidence that has been uncovered. Use the information that has been collected during the investigation to control the current outbreak and also to prevent future problems in the community. Initiate or intensify surveillance of the disease and agent. If imminent danger exists, control measures should be initiated after a tentative hypothesis has been formed.
  • 10. Report of an Investigation of an Outbreak Reason for Investigation • Include a statement describing how the outbreak was identified (i.e., unusual number of cases). Investigation • Present a general summary characterizing die outbreak by person, place and time. -Include the date the investigation began and individuals interviewed. -State the number of cases ill and number of individuals at risk.
  • 11. - If the number of cases is small (e.g., 25 or less), a table may be constructed such that relevant data ( age, gender, date of onset) are presented for each individual. - If the number of cases is large, the data may be summarized and presented in tabular or graphical format (e.g., age distribution, epidemic curve). - Compare the observed number of cases with that expected for the same population during the same time period.
  • 12. • Present a clinical description of cases - Describe the symptoms and physical findings, including the results of laboratory examinations. - If a table of individual cases is included, incorporate the more important clinical and laboratory findings in the table; otherwise, summarize the findings numerically. - Present a summary of the epidemiologic data and findings.
  • 13. - State pertinent information describing the distribution of cases which would indicate the source ( outbreak confined to customers of a particular restaurant). - If an outbreak is localized to a group, such as an institution or in connection with a dinner, provide the total population at risk (total population potentially exposed).
  • 14. Present in tabular form any associated individual characteristics (e.g., age, history of previous attack, immunization) with the cases. Where possible, compare these case characteristics with unaffected individuals. - Present in tabular form, the association of cases with various environmental factors such as water, milk supply, foods, etc. Compare these cases with the general population when possible.
  • 15. • Summarize results of an investigation of common food and drink supplies - If the outbreak investigation required data from die water or milk supply, summarize the findings of the engineer, public health inspector or veterinarian. - Summarize the results of bacteriologic examination of any other food suspected as the source.
  • 16. - Provide details of preparation, handling and storage of suspected foods, brands of these foods, and places from which they were purchased. - State information as to illnesses or infections among those handling the suspected food.
  • 17. Discussion as to Source • State reasons for suspecting or excluding milk, water, and each article of food or other possible medium of infection. Conclusions • State your opinion regarding: - Nature of the illness. - Source of the outbreak. - Method of transmission
  • 18. Summary of Control Measures Implemented or Recommended • State control measure for immediate control. • State control measures for future prevention.