Saturday 22 September 2018

HIV Case-Based Surveillance and Patient Monitoring

18.03.2019. – 22.03.2019., ZAGREB, CROATIA


HIV case-based reporting and patient monitoring are essential for ensuring quality and continuity of HIV care and treatment by generating data along the course of HIV disease from diagnosis to entry into care, initiation of ART and viral suppression. It enables programmes to monitor the treatment and health status of patients over time, and performance across health facilities and geographic settings.

The aim of the course is to provide participants with practical guidance on how to design and implement systems for HIV case reporting and patient monitoring through the use of longitudinal and other information collected within these systems.

The course will start with introductory presentations on components and functions of HIV case reporting and patient monitoring and the principles of the analysis of the cascade of HIV care and treatment services. Presentations will outline an essential minimum data set for patient monitoring and case reporting, generic patient monitoring tools (including patient cards, register and cross-sectional and cohort reporting forms) and priority global and national indicators that use the HIV patient monitoring system as a key data source and methods for collection.

Other topics that will be addressed include key issues in the analysis of cohorts of patients in HIV care and treatment programmes, aggregation of data across the facilities, principles of cohort data analysis and the use of data to improve the programme performance at various levels. The course will also describe the methods used to monitor Early Warning Indicators of HIV drug resistance, and the types and methods used in HIV drug resistance surveillance.

Exercises will illustrate the most common challenges in data collection, use and reporting. 

The course is based on of newly available guidelines and recommendations, including WHO Consolidated guidelines on the use of antiretroviral drugs for treating and preventing HIV infection (WHO, 2015),   Consolidated strategic information guidelines for HIV in the health sector (WHO, 2015) and the upcoming WHO guidelines on HIV care cascade and patient monitoring.

Learning objectives

Following are the learning objectives:

  • Understand components and functions of HIV case reporting and patient monitoring
  • Understand types of tools and registers needed in setting up these systems, and electronic reporting and linkage
  • Apply the concept of a cohort to ART monitoring and evaluation
  • Organize cohort data collected through routine patient monitoring
  • Calculate key indicators of HIV care and treatment programmes
  • Interpret case reporting and patient monitoring data to enhance capacity for HIV programme monitoring
  • Gain skills in conducting ART cohort analysis
  • Understand the principles and methods of HIV drug resistance surveillance

Key topics of the course are:

  • Recent developments in HIV case reporting and patient monitoring
  • The core set of indicators for HIV patient monitoring along the HIV cascade
  • Data collection tools used in case reporting and HIV patient monitoring
  • Unique patient IDs and de-duplication
  • Preparing and interpreting the cross-sectional and cohort treatment report
  • Approaches to tracking and linking patients across time and health service delivery points
  • Aggregation of cohort data across facilities and data periods
  • Principles of ART cohort analysis and how it can be used for programme monitoring
  • Special considerations for MNCH and HIV-exposed infant patient monitoring
  • Special considerations for TB/HIV patient monitoring
  • Data management processes in HIV case reporting and programme monitoring

Teaching methods

The course consists of lectures, case studies and exercises.

During group/ individual work participants are expected to develop protocols for HIV patient monitoring or case reporting systems. Alternatively, participants can opt for doing data analysis using HIV cohort data (the dataset will be provided by course organisers). Results of the group/ individual work will be presented on the last day of the course.

Course lecturers and facilitators:

  • Professor George W. Rutherford, MD, Global Health Sciences, University of California, San Francisco, USA
  • Associate professor Ivana Božicević, MD, MSc, DrPH, WHO Collaborating Centre for HIV Strategic Information, School of Medicine, University of Zagreb
  • Professor Josip Begovac, MD, PhD, Clinical Hospital for Infectious Diseases, University of Zagreb
  • Zoran Dominković, WHO Collaborating Centre for HIV Strategic Information, School of Medicine, University of Zagreb

Course organizer:

Lucija Šikić, WHO Collaborating Centre for HIV Strategic Information;

Duration and site: 

The course takes place in five days, 18 – 22 March 2019 at the Andrija Stampar School of Public Health in Zagreb, Croatia.

The course is organized and will be held at:

WHO Collaborating Centre for HIV Strategic Information
Andrija Stampar School of Public Health
School of Medicine, University of Zagreb
Rockefellerova 4
10 000 Zagreb, Croatia
Phone: + 385 1 45 90 142/ 45 90 100
Fax: + 385 1 46 84 212


The course fee is 1000 USD and includes training materials and lunch and coffee/tea breaks during the course.


Download the Programme

Programme - HIV Patient Monitoring.docx

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