Clinical standards for drug-susceptible pulmonary TB.

BACKGROUND: The aim of these clinical standards is to provide guidance on 'best practice´ for diagnosis, treatment and management of drug-susceptible pulmonary TB (PTB).
METHODS: A panel of 54 global experts in the field of TB care, public health, microbiology, and pharmacology were identified; 46 participated in a Delphi process. A 5-point Likert scale was used to score draft standards. The final document represents the broad consensus and was approved by all 46 participants.
RESULTS: Seven clinical standards were defined: Standard 1, all patients (adult or child) who have symptoms and signs compatible with PTB should undergo investigations to reach a diagnosis; Standard 2, adequate bacteriological tests should be conducted to exclude drug-resistant TB; Standard 3, an appropriate regimen recommended by WHO and national guidelines for the treatment of PTB should be identified; Standard 4, health education and counselling should be provided for each patient starting treatment; Standard 5, treatment monitoring should be conducted to assess adherence, follow patient progress, identify and manage adverse events, and detect development of resistance; Standard 6, a recommended series of patient examinations should be performed at the end of treatment; Standard 7, necessary public health actions should be conducted for each patient. We also identified priorities for future research into PTB.
CONCLUSION: These consensus-based clinical standards will help to improve patient care by guiding clinicians and programme managers in planning and implementation of locally appropriate measures for optimal person-centred treatment for PTB.

According to WHO estimates, there were 9.9 million TB cases in 2020, with 1.5 million deaths (including those co-infected with HIV).1 These numbers may be an underestimate as the COVID-19 pandemic set back global TB control services, leading to underdiagnosed TB disease and increased spread of TB. In 2020, the gap between diagnosed and reported patients vs. estimated patients was 4.1 million cases.1 This implies that further and larger steps are needed to reach the targets of reducing TB incidence and deaths set by the WHO End TB Strategy.2

Access to rapid diagnosis with drug susceptibility testing (DST) results and effective treatment is essential to control TB. However, this is not possible unless symptoms and signs indicating pulmonary TB (PTB) are correctly identified based on knowledge of the most common risk factors for TB disease, followed by appropriate diagnostics. If PTB is microbiologically confirmed, rapid molecular DST is essential for selecting an appropriate treatment regimen. An effective regimen requires the use of effective drugs at correct dosages for the appropriate duration of treatment. To prevent the selection for drug-resistant mycobacteria, optimal treatment of drug-susceptible TB (DS-TB) requires three or more effective drugs in the intensive phase and two or more effective drugs in the continuation phase, along with adequate exposure to these drugs.3 Substantial variations in exposure to both isoniazid (INH, H) and rifampicin (RIF, R) have been shown in pharmacokinetic studies.4–8 Inadequate exposure can be caused by malabsorption (malnutrition, severe state of disease, gastro-intestinal tract problems and HIV coinfection), delayed absorption due to diabetes mellitus (DM), increased clearance rate (smoking) and drug-drug interactions with INH, fast N-acetyl-transferase-2 acetylator status.9–11

Treatment adherence is a well-known challenge for a successful outcome. It is important to know why some patients discontinue treatment or take irregular treatment.12 Adherence is influenced by factors such as knowledge of the disease, the reason for treatment, treatment duration, adverse events during treatment and social determinants (such as costs of TB treatment, loss of income during treatment, hospital stay, isolation, substance abuse and stigma).13 The current standard DS-TB regimen has been used for over 40 years. In 2021, a 4-month regimen comprising INH, pyrazinamide (PZA, Z), rifapentine (P) and moxifloxacin (Mfx) was shown to be non-inferior to the standard 6-month DS-TB regimen.14 This shorter regimen could potentially signify a paradigm shift in the management of DS-TB treatment.

The IJTLD Clinical Standards for Lung Health complement existing WHO or other guidelines and integrate their recommendations to provide a specific clinical focus.8,15–19 The standards are universal principles and might need to be adapted to specific settings and situations for future programmatic implementation for legal, organisational or economic reasons. Specific evidence in some areas is still limited. The clinical standards presented here are based on the best available evidence and will be updated in due course to capture new evidence as it accumulates. The clinical standards are not intended to create discrimination. Differences in capacity and access to technology between high- and low-resource healthcare facilities mean that some settings or services may not be able to meet all standards. Nevertheless, these standards can contribute to ensuring the highest standard of care for all patients with PTB.

AIM OF THE CLINICAL STANDARDS

This consensus-based document describes the following standards:

Every individual (child and adult) with symptoms and signs compatible with PTB should undergo the necessary diagnostic investigations (Standard 1).

All patients with symptoms and signs compatible with PTB should undergo bacteriological tests (Standard 2).

All patients with PTB should be treated with an appropriate regimen as recommended by the WHO and/or national guidelines (Standard 3).

All patients initiating treatment for PTB should be provided health education/counselling (Standard 4).

Treatment monitoring should be conducted to follow the patient’s progress, support patients during treatment, assess treatment adherence, detect and manage adverse effects early and detect the emergence of resistance to anti-TB drugs (Standard 5).

At the end of treatment for PTB, a set of checks should be performed for each patient (Standard 6).

For each patient with PTB, a set of public health actions should be conducted (Standard 7).

In addition, future research priorities for PTB are highlighted.

METHODS

A panel of global experts was identified to represent the main scientific societies, associations and groups active in TB. Of the 54 experts initially invited, six did not respond after one reminder. The remaining 48 respondents were asked to comment using a Delphi process on an initial draft of seven Standards developed by a core coordination team composed of six members (OA, GBM, RD, RC, LA, ST). Of these, 46 provided valid answers. The final panel included TB clinicians (n = 30), TB public health specialists (n = 4), TB paediatricians (n = 3), pharmacologists (n = 5) and microbiologists/biologists (n = 4). A 5-point Likert scale was used (5: high agreement; 1: low agreement). At the first Delphi round, the agreement was high with a median value of >4.4 (for all standards), and no major changes were made to the draft standards. Based on this substantial agreement, the expert panel jointly developed a draft document. The document underwent seven rounds of revision, and the final version was approved by consensus (100% agreement).

STANDARD 1

Every individual (child or adult) with symptoms and signs compatible with PTB should be examined and undergo the recommended investigations.

All individuals with presumed PTB should be examined and undergo investigations as part of the diagnostic process, based and organised according to the availability of services and resources so that treatment can be started. The complete list of recommended investigations to assess the presence of PTB are given in Table 1. A focused history needs to be recorded for all patients, including history of TB contact, as well as the DST of the source case if available, previous TB disease, previous TB treatment or preventive therapy, symptoms and signs of PTB, history of comorbidities, smoking, illicit drug and/or alcohol abuse, incarceration, migration from (or travel history in) a country with high incidence of TB and/or HIV, and treatment with biologicals or other immunosuppressive drugs. Known symptoms and signs highly associated with PTB are cough, haemoptysis, fever, night sweats, fatigue, loss of appetite and weight loss; in children, failure to thrive and decreased playfulness are also symptoms. Except for weight loss or failure to thrive, the duration of these symptoms and signs is less important. Cases will be missed if cut-off values for duration are established. A study and survey in South Africa showed that 60% of TB patients had complaints of cough of <2 weeks.20 Percentage and duration of weight loss are less important for PTB diagnosis but essential for nutritional assessment. Further history and examination should include assessing comorbid medical conditions associated with unfavourable treatment outcomes and increased morbidity and mortality in TB patients. These include malnutrition, HIV infection, DM, chronic kidney diseases, liver disease (hepatitis B and C), alcohol abuse and social deprivation.21–27 Globally, malnutrition and HIV infection (especially, if not on antiretroviral therapy [ART]) are the main risk factors for the reactivation of TB.28–30 Furthermore, this leads to muscle depletion (sarcopenia), decreased mental well-being and ultimately, slower reintegration into societal participation of patients during treatment.21 Alcohol use, smoking cigarettes, illicit drug and/or opiate substitute use are further risk factors for TB reactivation, but can also complicate treatment.31–36 For opiate replacement therapy, an additional challenge of drug-drug interaction with RIF may result in lower exposure to methadone, leading to withdrawal symptoms and complicating treatment adherence.37

Table 1

Investigations, recommended and possible investigations

Investigations	Recommended investigations	Possible investigations, when clinically indicated and available	Comments
Symptoms and signs	Cough Haemoptysis Fever Night sweats Fatigue Loss of appetite Weight loss/failure to thrive Reduced playfulness
Imaging	Chest radiography	Chest radiography (digital) Chest CT scan	Chest CT for complicated intrathoracic TB or if TB considered but chest radiograph was non-specific
Microbiology	Smear microscopy for AFB Molecular testing for M. tuberculosis and DST Mycobacterial culture and DST (if available)	Whole-genome sequencing	Mainly sputum, but any possible respiratory specimen in children (e.g., gastric aspirate, induced sputum, stool)
Assessment of comorbidities	Malnutrition, HIV, diabetes mellitus	Chronic kidney disease, liver disease
Assessment of substance abuse	Cigarette smoking, alcohol use, illicit drug and/or methadone use

CT =computed tomography; AFB = acid-fast bacilli; DST = drug susceptibility testing

Chest radiography (CXR) is important for PTB diagnosis, especially in immunocompetent patients, and gives information on the extent of pulmonary disease, including consolidation and/or cavities.38 A chest computed tomography (CT) scan is more sensitive for smaller intrapulmonary lesions and for atypical presentations in immunocompromised patients. CXR is the most common diagnostic tool for TB in children, and often supports the diagnosis of intrathoracic TB, including mediastinal lymphadenopathy and pleural effusions. Although cavities are rare in children, enlargement of perihilar or paratracheal lymph nodes, bronchial compression/deviation, miliary infiltrates and pleural effusions are quite specific for paediatric intrathoracic TB.39,40

Microbiological confirmation of PTB should be determined by examining respiratory samples (e.g., sputum, gastric aspirate/lavage or bronchoalveolar lavage). Instructions on sputum collection should be provided to adults and older children when securing an early morning sputum sample, plus a second spot sputum or two spot sputum samples separated in time.41 The samples should be collected, preferably within 24 h, and be processed within hours to assure rapid diagnostic confirmation. If the initial sputum samples are negative, sputum induction can be performed to obtain better specimens.42,43 Obtaining respiratory specimens from (younger) children is challenging, but children aged >6 years should be able to expectorate sputum. If not successful, every effort should still be made to obtain alternative respiratory specimens for microbiological examination, such as gastric aspirates/lavage, induced sputum, nasopharyngeal aspirate and/or stool (stool for Xpert® MTB/RIF [Ultra] only; Cepheid, Sunnyvale, CA, USA). If intubated or if bronchoscopy is done, tracheal aspirates or bronchoalveolar lavage, respectively, should be obtained to obtain samples for microbiology for confirmation and to exclude other pathologies (including cancer).

STANDARD 2

All patients with symptoms and signs compatible with PTB should undergo a set of bacteriological tests.

Following the examinations done under Standard 1, adequate bacteriological analysis should be conducted in a timely manner to both confirm cases and perform DST. All patients should undergo molecular Mycobacterium tuberculosis complex identification and DST as the initial diagnostic test. All patients should have specimens sent for mycobacterial culture and phenotypic DST, if needed. Drug-resistant TB (DR-TB), including multidrug-resistant TB (MDR-TB) or extensively drug-resistant TB (XDR-TB), needs to be excluded to prevent undertreatment. Solid or liquid culture is the conventional diagnostic tool for growth of acid-fast bacilli (AFB), including M. tuberculosis complex, and phenotypic DST. Sputum smear microscopy for AFB remains important to assess the patient’s potential infectious state, which is important for public health actions. Rapid molecular tests for the diagnosis of TB with drug resistance detection, such as Xpert MTB/RIF (Ultra; Cepheid), Truenat MTB (Plus) (Molbio Diagnostics, Verna, India) and moderate-complexity automated nucleic-acid amplification tests (NAATs; Abbott RealTime MTB RIF/INH [Abbott Laboratories, Chicago, IL, USA], BD MAX™ MDR-TB [BD, Franklin Lakes, NJ, USA], FluoroType MTBDR [Hain Lifescience, Nehren, Germany] and Roche Cobas MTB RIF/INH assay [Roche, Basel, Switzerland]) have been developed to provide a more timely result both for diagnosis and for drug susceptibility than phenotypic tests.44,45 All tests can identify mutations associated with RIF resistance (in the rpoB gene that confer RIF resistance) and, in the case of Truenat MTB (Plus) and the moderate complexity automated NAATs, can also identify mutations associated with INH (in the katG gene and the inhA promotor region), that is, these are able to detect MDR-TB.46,47 In case of sputum smear-positive specimens or a cultured isolate of M. tuberculosis complex, commercial molecular line-probe assays (LPAs), such as the GenoType MTBDR (Hain Lifescience) and the INNO-LiPA Rif.TB (Innogenetics, Ghent, Belgium), can also be used to detect resistance to RIF and INH. However, some RIF- and INH-conferring mutations may be missed, and these mutations may vary in different settings.48 If RIF resistance is detected, the Xpert MTB/XDR can detect resistance to INH, the fluoroquinolones, second-line injectable drugs and ethionamide,49–53 while the GenoType MTBDRsl assay (Hain Life-science) can be used to detect resistance to fluoroquinolones and the second-line injectable drugs.45

Next-generation sequencing (NGS), either by whole-genome sequencing (WGS) or targeted (amplicon) sequencing is an important tool to inform clinical and public health practice.54 In some settings, NGS technologies have already become the basis of drug resistance surveillance and outbreak analysis.55 However, sequencing technologies require more DNA than amplification technologies (e.g., Xpert), and are therefore usually only reliably performed on cultured specimen. Targeting only genes where mutations are associated with resistance to anti-TB drugs (amplicons) needs less bacterial DNA than WGS and can be used for rapid molecular prediction of resistance against all anti-TB drugs when AFB are visible on sputum smear microscopy.56–58 When facing an outbreak in the community or primary isolation of a RR/MDR-TB resistant strain of M. tuberculosis, the specimen or cultured isolate should be submitted for NGS.59–64

STANDARD 3

All patients with PTB should be treated with an appropriate regimen as recommended by the WHO and/or national guidelines.

All patients diagnosed with PTB should be offered effective treatment as soon as practically possible to improve prognosis as well as to limit transmission. Patient history, including drug allergies and concomitant medications, is important to avoid significant adverse events and drug-drug interactions. Treatment of TB disease can be broadly split into DS-TB and DR-TB treatment. DR-TB treatment is not part of this standard. Patients who have confirmed DS-TB, can be prescribed the WHO-recommended regimen comprising an initial intensive phase of 2 months of INH, RIF, PZA and ethambutol (EMB, E), followed by a 4-month continuation phase with RIF and INH (2HRZE/4HR).15 Following molecular (including WGS) or phenotypic DST, the treatment can be modified according to the final DST results; should a patient’s M. tuberculosis isolate be pan-susceptible, EMB may be stopped.19 Drug dosing is based on patient age and weight as per WHO/national guidelines recommendations. Daily dosing is recommended throughout the course to prevent acquired resistance. There are several formulations available, including single-drug formulations and fixed-dose combinations (FDC). Some of the latter are child-friendly formulations with dispersible tablets at lower milligram contents. Suspensions, such as RIF suspension, are best avoided as these often provide low RIF exposure.65 Oral pyridoxine (vitamin B6) should be co-administered with the TB regimen for the duration of INH for those at risk of developing peripheral neuropathy due to either alcohol dependency, malnutrition, DM, HIV infection, pregnancy, lactation, patients with a history of a seizure disorder or elderly patients.66

Despite the long duration of anti-TB treatment and variable responses to treatments, recommendations for treatment durations are currently standardised. Biomarkers to individualise the duration of anti-TB therapies are currently under evaluation.67 The current recommendation for the duration of PTB treatment with the standard 2HRZ(E)/4HR regimen is 6 months. Monitoring to evaluate treatment response in patients with PTB is recommended; patients should have a repeat sputum for smear and culture at Month 2.8,17 Duration of this regimen should be extended if delayed sputum smear and culture conversion occurs (confirmed or presumed DS-TB), and/or in case of extensive cavitary disease with slow clinical and/or radiological improvement, provided that an undetected or newly acquired drug resistance has been excluded. Ideally, 4 months of treatment after culture conversion should be administered.19 Culture positivity at Month 2 should result in closer follow up, adherence check, repeat DST, repeat CXR, assistance with smoking cessation, review of illicit drugs and alcohol use, optimisation of concurrent medical conditions (e.g., initiating ART for people living with HIV/AIDS and better glucose control in DM patients) and therapeutic drug monitoring.8 Duration of DS-TB treatment may be reduced to 4 months with the regimen from Study 31 (2HPZMfx/2HPMfx),14 except in certain circumstances, e.g., complex forms of extrapulmonary TB and HIV-infected persons with CD4 <100 cells/ml.14,68 In children with non-severe (i.e., intrathoracic TB confined to opacification of <1 lobe with no cavities, no signs of miliary TB, no complex pleural effusion and no clinically significant airway obstruction; or only peripheral lymph node TB), drug-susceptible, smear-negative TB, a shorter 4-month regimen of 2HRZ(E)/2HR has recently been shown to be non-inferior to 2HRZ(E)/4HR, and is now recommended by the WHO in children with non-severe PTB (See also Table 3).69,70 The availability of palatable paediatric formulations and tolerability of medications may help with adherence to treatment.71

Table 3

Drug-susceptible PTB treatment regimens

Each patient with diagnosis of drug-susceptible PTB should be treated with a regimen recommended by WHO and national guidelines Adults:  6-month regimen (2HRZE/4HR)  4-month regimen (2HPZMfx/2PMfx) for children aged >12 years and adults Children:  6-month regimen (2HRZ(E)*/4HR), with higher R and H dosing (see WHO-recommended dosages)  SHINE regimen (2HRZ(E)*/2HR) for age <16 years with non-severe TB[†]

E not always included, especially if susceptibility to R and H was confirmed.

Intrathoracic TB confined to opacification of <1 lobe with no cavities, no signs of military TB, no complex pleural effusion and no clinically significant airway obstruction; or only peripheral lymph node TB, drug-susceptible and smear-negative for acid-fast bacilli.

PTB = pulmonary TB; H = isoniazid; R = rifampicin; Z = pyrazinamide; E = ethambutol; P = rifapentine; Mfx = moxifloxacin; SHINE = Shorter Treatment for Minimal Tuberculosis in Children

A person-centred approach including education and allowing for informed decisions regarding treatment options is recommended.72 Moreover, treatment and support should be tailored to the patient’s needs, thus building confidence with the patient and ensuring mutual respect.72 Treatment adherence is essential for success and for individual patient support several tools are available to monitor adherence to treatment, including directly observed treatment (DOT) and video-observed treatment (VOT).73–75

STANDARD 4

All patients initiating treatment for PTB should be provided health education/counselling.

Health education and counselling before starting TB treatment, and during follow-up, should be offered to individuals who undergo treatment for PTB, to caregivers (in the case of children with PTB), and possibly to the patient’s family and/or community. This is especially important for children, as parents and/or other caregivers will be responsible for administering medication, and the absence of a responsible caregiver may lead to long-term hospitalisation.76 Health education and counselling initiatives should promote knowledge about TB and the rationale for treatment monitoring in order to reduce stigma and improve patient self-esteem. Health education and counselling should be tailored to the individual’s needs and organised according to feasibility and cost-effectiveness criteria, based on the availability of health services. Health education should be age-specific, gender-sensitive, delivered in the patient’s own language and address potential challenges for the caregiver when administering medication.77–80 Health education is essential for PTB treatment adherence and for ensuring safety by improving patients’ understanding of risks and benefits and providing clear instructions for reporting adherence challenges and adverse events, thereby motivating treatment completion.72 Patients need to know when to contact the healthcare provider in the event of symptoms suggestive of adverse effects. To aid early recognition of drug adverse effects and reporting to healthcare providers, the major adverse effects of the TB drugs should be explained.81 Healthcare providers should be easily contactable to enable early reporting of any adverse effects of drugs used for PTB treatment.

TB is heavily impacted by social determinants of health, and it is associated with catastrophic costs for the patients and their families, which may reduce treatment adherence. Therefore, the healthcare team should inform patients about their rights and facilitate access to locally available social protection initiatives (e.g., cash transfer, transport assistance, nutritional support). Furthermore, the counselling and education session may be an opportunity to promote other healthy lifestyle behaviours, including good nutrition or smoking cessation, discuss how to combine treatment intake with daily activities to improve treatment adherence, and to highlight or better manage risk factors predisposing to TB disease (e.g., HIV, DM, illicit drug and alcohol use).16

Components of education and counselling include the following:

Recognition of clinical deterioration and information on actions to take;

Principles and the importance of treatment (drug intake and adherence);

Recognition of adverse events of treatment and information on actions to take;

Recognition of signs and symptoms of post-TB lung disease, which might require further investigation and rehabilitation.16

Importance of adequate nutrition;

Importance of smoking cessation and alcohol abstinence (if applicable);

Risk of comorbidities (e.g., HIV infection, hepatitis, DM, illicit drug and alcohol use);

Rationale for public health actions, including screening of contacts and wider investigations in the event of outbreaks.

Recommendations on how to deliver an effective health education and counselling session are summarised in Table 4.

Table 4

Components of the health education and counselling session for PTB patients

Health education and counselling are highly recommended for successful implementation of PTB treatment Health education and counselling are important to empower PTB patients to adhere to the prescribed treatment, to recognise adverse events early and report to health services and to implement infection control measures at home Key points for health education: Structured and comprehensive educational programmes are an integral and essential component of the management of PTB treatment Educational programmes should be age-specific, gender- and culturally sensitive, delivered in the local language and extended to mothers and families/households Education should be delivered by professionals who are competent in the relevant subject areas and trained to deliver educational sessions Educational materials and technological support used to deliver them needs to be evaluated in the setting-specific context Recommended topics for counselling: Basic principles of TB disease (transmission, epidemiology, clinical aspects, treatment and prevention) Stigma reduction and self-esteem promotion Recognising clinical deterioration and what actions to undertake Principles and importance of treatment (adherence) Recognising adverse events of treatment and what actions need to be taken Recognising signs and symptoms at the end of treatment, which might require further investigation and rehabilitation Promote adequate nutrition Importance of smoking cessation (if applicable) Risk of comorbidities (e.g., HIV, diabetes mellitus, illicit drug and alcohol use)

PTB = pulmonary TB.

STANDARD 5

Treatment monitoring should be conducted to follow each patient’s progress, support patients during treatment, assess treatment adherence, detect and manage adverse effects early and detect the emergence of resistance to anti-TB drugs.

Treatment monitoring should be conducted during the whole course of treatment and include the assessment of treatment adherence. As part of a person-centred approach to adherence, an individual strategy should be used.82 The DOT strategy has been widely implemented, but adapted strategies such as VOT and digital adherence technologies (DAT) are useful and can improve cost-effectiveness of treatment monitoring as well.75,83–88 During treatment, the assessment of adverse effects is also important, as these may lead to poor adherence and treatment failure.89 Knowledge of the adverse effects of each drug is important for both patient and healthcare worker.81 Pharmacovigilance is important for new drugs and should be instituted globally for all new drugs.90–92 Hepatotoxicity is the most common adverse effect, especially for those with comorbidities such as (viral) hepatitis, and liver function tests for monitoring are required. Colour vision should be assessed at baseline and monitored in all patients receiving EMB, especially if for >2 months. Weight should be assessed at each visit. Furthermore, follow-up of sputum smear and culture, where available, is important to monitor treatment success or failure, including in children if PTB was bacteriologically confirmed. If there is no sputum culture conversion after 2 months, DST should be repeated.

A clear relationship between drug exposure, pathogen susceptibility and treatment response has been demonstrated in both DS- and DR-TB.93,94 With therapeutic drug monitoring (TDM), dosage is adjusted based on drug exposure to ensure therapeutic concentrations improve treatment success and reduce the possibility of toxicity and adverse events.10,95,96 TDM is especially useful in patients at risk of altered drug exposure and severe disease,3,8,97,98 and may also be useful in checking adherence. TDM is not currently recommended for all TB patients on treatment, mainly because of availability, time and financial costs, rather than its potential benefit. TDM is at present recommended for certain patient groups: 1) patients who are taking several concomitant medications so as to reduce toxicity, 2) patients with inadequate treatment response (i.e., patients who are not smear microscopy or culture converting and/or have slow clinical and / or radiological improvement), 3) patients with gastrointestinal abnormalities that precipitate malabsorption, 4) those with renal insufficiency, 5) HIV co-infected patients, 6) diabetic patients and 7) those with severe disease, including TB meningitis.95,99 Innovation in the field of TDM by point-of-care tests using microsampling techniques (such as dried blood spot [DBS] and volumetric absorption microsampling [VAMS]) or non-invasive saliva and urine sampling may help to facilitate implementation in low-resource settings.100–106

STANDARD 6

At the end of treatment for PTB a set of examinations should be performed for each patient.

At the end of treatment, it is important to record the patient’s clinical history and examine them to determine treatment success and evaluate the presence of post-TB lung disease (which might require rehabilitation), or any adverse effects due to the treatment provided.16 Whenever possible, a sputum specimen for smear microscopy and culture should be obtained before completing treatment in patients with bacteriologically confirmed TB who can still produce a voluntary sputum (children often have negative TB bacteriology, so follow-up specimens for bacteriology are not indicated). However, many patients will be unable to produce adequate sputum specimens at this stage, and some national programmes do not recommend a final bacteriological examination when patients show clinical and radiological improvement. A CXR will allow identification of lung sequelae and when severely abnormal, a chest CT scan should be performed (if available and affordable) to better characterise the lung sequelae and allow better evaluation in the future.16 If the patient has dyspnoea (following a dyspnoea score) or in the presence of lung sequelae, pulmonary function tests should be provided if available, including a 6-minute walk test, diffusing capacity for carbon oxide (DLCO) and carbon oxide transfer coefficient (KCO) to evaluate post-TB lung disease.16 If the patient has low peripheral oxygen saturation, arterial blood gas analysis should also be conducted.

Patients should be followed for at least 6 months after treatment completion, particularly if there is post-TB lung disease, such as bronchiectasis, persisting opacification or lung nodules (and rehabilitation may be necessary).16 This time to follow-up can be extended depending on the severity of the sequelae (see also Table 5).

Table 5

Set of examinations to be performed at the end of treatment of each patient with PTB

Clinical assessment	Clinical history Symptom assessment Clinical examination
Imaging	Chest radiography Computed tomography if chest radiography is severely abnormal or low dyspnoea score
Microbiological evaluation	If available Sputum specimen for smear microscopy and mycobacterial culture – DST if culture-positive (if possible)
Subjective evaluation	Dyspnoea score
Functional evaluation (if dyspnoea is present)	Six-minute walk test Spirometry Body plethysmography Diffusion capacity assessment (DLCO, KCO) Tidal volume Pulse oximetry Arterial blood gas analysis in case of low peripheral oxygen saturation Cardiopulmonary exercise testing
Plan a follow-up 6 months after TB treatment completion (to evaluate for relapse, bronchiectasis, persisting opacification or nodules which might indicate need for rehabilitation)

PTB = pulmonary TB; DST = drug susceptibility testing; DLCO = diffusing capacity for carbon monoxide; KCO = carbon monoxide transfer coefficient.

STANDARD 7

For each patient with PTB, a set of public health actions should be conducted.

Because TB is a notifiable infectious disease, there are a series of public health actions to be carried out whenever an individual is diagnosed with the disease. These include timely and complete notification to health authorities (while remaining respectful of people’s right to privacy) and recoding of information in TB registers. This work is important to support TB surveillance and should be done according to international guidelines and national statutory legislation. The TB register (which should be stored in a locked and secured area, or password protected file), should contain information on bacteriological confirmation, including the DST results and sputum smear status, as the latter indicates the patient’s potential infectiousness and consequent need to activate contact tracing according to the ‘stone in the pond’ principle.107,108 The treatment regimen and the date when the treatment started should be recorded. Understanding patient delay (time from symptom onset to first attempt to seek medical care) and service delay (time from first attempt to seek medical care and date of treatment start) is important to inform targeted public health action to reduce barriers and delays to diagnosis through improved awareness, referral pathways and contact investigations. This is of particular importance for vulnerable household contacts such as children under the age of 5. Ideally, co-existing comorbidities should also be recorded because of their role in the potential treatment outcome, and to improve TB awareness and communication across different clinical specialities.

The WHO has introduced definitions of outcomes, which have been recently revised.16,109,110 These definitions are used by TB programmes for monitoring and evaluation purposes, e.g., to allow them to rapidly calculate the proportion of patients who achieve treatment success (cure, if evidence of bacteriological negativity in a previously positive patient exists, otherwise treatment completion) against those with negative outcomes (e.g., treatment failure, loss to follow-up or death).109,111–113 When revising the definition of cure, the WHO recommends that, when possible and for research purposes, to continue the follow-up of patients for a period of 6 months or 1 year based on the evidence that relapses or re-infections can occur,109 thus introducing the concept of ‘sustained cure’. For example, patients undergoing pulmonary rehabilitation offer the possibility of a post-treatment follow-up, as they remain in care and are therefore accessible after completing their anti-TB treatment.

Standard 7 calls for the need to update the TB register if any change occurs in the final outcome (cure or treatment completion), e.g., if the patient relapses (whether recurrence or re-infection) or if death occurs. Communication between the clinical staff and the TB register is encouraged. An additional element of Standard 7 is represented by the importance of prioritising patients with severe post-TB lung disease and disability for access to social protection schemes. This can be based on existing national legislation or facilitated through advocacy to reform or revise legislation in line with Pillar 2 of the WHO End TB Strategy.16,114,115

Finally, in the case of patients moving to different countries, effective trans-border communication is encouraged to provide timely exchange of clinical documents necessary for case referral and ensure optimal continuum of care.116 For patients with significant clinical and social challenges to TB management, international platforms providing clinical support are available to complement national TB Consilia, or to provide a second opinion.97,117–119

PRIORITIES FOR FUTURE RESEARCH INTO TB

There are multiple research priorities for PTB. First, research regarding treatment of PTB should focus on scaling up trial capacity for the testing of new drugs and/or new regimens to identify improved drug combinations for the shortest possible treatment duration. Also, current drugs, such as RIF at a higher dose, should be further investigated. Shorter treatment regimens, preferably with a lower pill burden, which are better tolerated, less toxic and require less monitoring, and which are safe in children, during pregnancy and for people living with HIV, should be developed. Several experts propose a universal drug regimen for both DS- and DR-TB, which may facilitate programmatic implementation; however, growing drug resistance may hamper its effectiveness in the medium term. Treatment research should also focus on better ways to support and enable patients to safely complete treatment as prescribed. This includes differentiated models of care or tailor-made approaches. Second, research into biomarkers that track response to treatment and/or test whether a patient is cured could help clinicians detect failure earlier or reduce duration of treatment. Third, research into reducing implementation gaps and improving patient management algorithms is also needed. Further research priorities include a randomised controlled trial to evaluate TDM, use of inhaled antimicrobial treatment for PTB, and host-directed therapies. Research to better understand post-TB lung disease and mitigation strategies is also urgently needed.

CONCLUSION

For any person with signs and symptoms of PTB, adequate and timely clinical, radiological and micro-biological assessment is necessary. TB treatment should be based on international guidelines and/or national TB programmes, but certain patients need a more person-centred approach, with consideration of the risks of sub-therapeutic or toxic drug exposure and DST results. Health education and counselling at the start and during treatment can improve treatment adherence and outcomes. Strengthening public health action, most commonly initiated by treating clinicians, is essential to improve TB control and drive elimination. The standards presented here aim to guide best practice and ensure that PTB is diagnosed as early as possible and treated in the best way possible.

Table 2

Guidance regarding bacteriological investigations

For each patient with symptoms and signs compatible with PTB, a set of bacteriological investigation should be conducted in a timely manner: Specimen collection (preferably within 24 h) Specimen processing within 72 h All patients should have molecular mycobacterial identification and DST as the initial diagnostic test All cultured isolates should be submitted to molecular and/or phenotypical DST If available, cultures should be submitted for DST and whole or next genome sequencing. In case of economic constraints, this should be done at least in case of outbreak or RR/MDR-TB case

DST = drug susceptibility testing; RR/MDR-TB = rifampicin-resistant/multidrug-resistant TB.