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THE BASELINE ASSESSMENT
Care of patients with HIV/AIDS:
Unifying Concepts
ā€¢ The baseline assessment is an organized
systematic approach which will assist the
team to develop an appropriate care plan
for each patient
ā€¢ Assessment of HIV-infected patients includes
both clinical and non-clinical (psychosocial)
components
Unifying Concepts
ā€¢ For optimal treatment outcomes, the
clinician and patient must be actively
involved in developing the schedule for
monitoring of disease progression and
available option for treatment
ā€¢ All patients are expected to undergo
baseline assessments and routine laboratory
assays
The Baseline Assessment
ā€¢ Documented evidence of a Positive HIV test
result
ā€¢ Medical history
ā€¢ Physical examination
ā€¢ Clinical staging
ā€¢ Laboratory testing
ā€¢ Preparation of the patient ART care plan
Symptom/Sign Checklist
ā€¢ Patient self-appraisal ā€“ how is s/he feeling? Is
there a presenting complaint?
ā€¢ Structured symptom checklist including
ā€“ Weight change
ā€“ Weakness or fatigue
ā€“ Respiratory symptoms (cough, difficulty breathing)
ā€“ GI symptoms (poor appetite, thrush, nausea, vomiting, diarrhea, abdominal pain)
ā€“ Genital symptoms
ā€“ Neurologic symptoms (headache, memory problems, neuropathy, visual problems)
ā€“ Pain
ā€“ Rash
Symptom/Sign Checklist
Baseline Medical History
ā€¢ When was the patient diagnosed with HIV?
ā€¢ Does the patient have significant medical illnesses
other than HIV?
ā€¢ Has the patient had complications of HIV infection?
ā€¢ Has the patient been hospitalized? When? Why?
ā€¢ Has the patient had surgery? When? What type?
ā€¢ Does the patient have a history of mental illness?
ā€¢ Is the patient allergic to any medications?
Baseline Medical History
Medication History
ā€¢ What medications does the patient take now?
ā€¢ Does the patient take non-prescription medications
(e.g. from a traditional healer?)
ā€¢ Has the patient had difficulty adhering to
medications in the past?
Baseline Medical History
Gynecological/ obstetrical history for women:
ā€¢ Did the patient participate in PMTCT?
ā€“ What medications did she receive?
ā€“ Were there any difficulties?
ā€¢ Does the patient use contraception? What type?
ā€¢ Has the patient been pregnant before? Parity?
ā€¢ What are her infant feeding practices?
ā€¢ Has she had any sexually transmitted infections?
Baseline Medical History
Adherence History
ā€¢ Has the patient previously missed clinical
appointments (e.g. for antenatal care)?
ā€¢ Assess family/household support
The Baseline Physical Examination
The Baseline Physical Examination
ā€¢ Vital signs: BP, PR, Temp, weight, Height, head
circumference
ā€¢ Developmental & Nutritional status, Immunization
ā€¢ General appearance, Skin, HEENT
ā€¢ Respiratory
ā€¢ Cardiovascular
ā€¢ Gastrointestinal
ā€¢ Urogenital
ā€¢ Neurologic / psychiatric
Clinical Staging of HIV/AIDS
HIV Disease Stage
ā€¢ HIV disease stage provides reliable
information about prognosis
ā€¢ Disease stage is characterized by:
ā€¢Current and prior complications of HIV
ā€¢ This can be evaluated by the medical history and physical
examination
ā€¢Degree of immune suppression
ā€¢ This can be evaluated by the CD4 count
ADULTS AND ADOLESCENTS
Clinical Stage 1: Asymptomatic
ā€¢ Asymptomatic
ā€¢ Persistent Generalized lymphadenopathy
Performance scale 1: asymptomatic, normal activity
Clinical stage 4: Severe disease
ā€¢ HIV wasting syndrome
ā€¢ Pneumocystis Jiroveci Pneumonia (PCP)
ā€¢ Toxoplasmosis of the Central Nervous System
ā€¢ Cytomegalovirus disease of an organ other than liver, spleen or lymph
node
ā€¢ Herpes simplex virus infection, mucocutaneous (>1 month) or visceral
ā€¢ Progressive multifocal leucoencephalopathy
ā€¢ Any disseminated endemic mycosis
ā€¢ Candidiasis of esophagus, trachea and bronchi
ā€¢ Extrapulmonary tuberculosis
ā€¢ Kaposiā€™s sarcoma
ā€¢ HIV encephalopathy
ā€¢ Atypical disseminated leishmaniasis
ā€¢ Disseminated non-tuberculous mycobacterial infection
ā€¢ Chronic cryptosporidiosis
ā€¢ Chronic isosporiasis
ā€¢ Recurrent septicaemia
ā€¢ Invasive cervical carcinoma
ā€¢ HIV-associated nephropathy or cardiomyopathy
And/or performance scale 4: bedridden>50% of the day during last month
Clinical Stage 2: Mild disease
ā€¢ Weight loss, <10% of body weight
ā€¢ Minor mucocutaneous manifestations (seborrhoeic dermatitis, fungal
nail infections, recurrent oral ulcerations and angular chelitis)
ā€¢ Herpes zoster within the last five years
ā€¢ Recurrent upper respiratory tract infection (i.e. bacterial sinusitis)
And/or performance scale 2: symptomatic, normal activity
Clinical Stage 3: Advanced disease
ā€¢ Weight loss > 10% of body weight
ā€¢ Unexplained chronic diarrhoea> 1 month (14 days in children)
ā€¢ Unexplained persistent fever (above 37.5Ā°C. Continuous or
intermittent for longer than 1 month)
ā€¢ Oral candidiasis (after 6 weeks of life in children)
ā€¢ Oral hairy leukoplakia
ā€¢ Pulmonary tuberculosis within the past year
ā€¢ Severe bacterial infections (i.e. pneumonia, pyomyositis)
ā€¢ Acute necrotizing stomatitis, gingivitis, or periodontitis ā€ 
ā€¢ Unexplained anaemia (below 8 g per dl), neutropaenia and chronic
thrombocytopaenia ā€ 
And/or performance scale 3: Bedridden <50% of the day during the last
month
WHO Clinical Staging
Appendix
WHO Clinical Staging
HIV Disease Stage
Clinical Stage One:
ā€“ Asymptomatic or
ā€“ Persistent generalized lymphadenopathy
Performance scale 1: Asymptomatic, normal
activity
HIV Disease Stage
Clinical Stage Two:
ā€“ Weight loss < 10% of body weight
ā€“ Minor mucocutaneous manifestations (seborrheic
dermatitis, fungal nail infections, recurrent oral
ulcerations, angular chelitis)
ā€“ Herpes zoster within the past 5 years
ā€“ Recurrent upper respiratory tract infections
And/or performance scale 2: Symptomatic,
normal activity
seborrheic dermatitis Stage 2
Herpes Zoster (acute & chronic) stage 2
HIV Disease Stage
ā€¢ Clinical Stage Three:
ā€“ Weight loss > 10% of body weight
ā€“ Unexplained chronic diarrhea (> 1 month)
ā€“ Unexplained prolonged fever (intermittent or constant)
> 1 month
ā€“ Oral candidiasis (thrush)
ā€“ Oral hairy leukoplakia
ā€“ Pulmonary tuberculosis within the past year
ā€“ Severe bacterial infection (pneumonia, pyomyositis)
And/or performance scale 3: bed-ridden < 50% of the day
during the past month
Oral Candidiasis = Stage 3
Oral Hairy Leukoplakia = Stage 3
HIV Disease Stage
ā€¢ Clinical Stage Four:
ā€“ HIV wasting syndrome
ā€“ Pneumocystis pneumonia
ā€“ CNS toxoplasmosis
ā€“ Cryptosporidiosis with diarrhea > 1 month
ā€“ Extrapulmonary cryptococcosis
ā€“ Cytomegalovirus (CMV) disease of an organ other than
liver, spleen, or lymph nodes
ā€“ Visceral Herpes simplex virus (HSV) infection or
mucocutaneous HSV infection > 1 month
continuedā€¦
HIV Disease Stage
ā€¢ Clinical Stage Four, continued:
ā€“ Progressive multifocal leukencephalopathy (PML)
ā€“ Any disseminated endemic mycosis (e.g. histoplasmosis,
coccidiodomycosis)
ā€“ Candidiasis of the esophagus, trachea, bronchi or lungs
ā€“ Disseminated atypical mycobacterium
ā€“ Non-typhoid Salmonella septicemia
ā€“ Extrapulmonary tuberculosis
ā€“ Lymphoma
ā€“ Kaposiā€™s sarcoma
ā€“ HIV encephalopathy
And/or performance scale 4: bed-ridden > 50% of the day
during the last month
Severe Malnutrition stage 4
Severe Malnutrition stage 4
Disseminated skin KS = stage 4
Esophageal Candidiasis = Stage 4
www.medinfo.ufl.edu/cme/grounds/ forsmark/slide7.html
Bedridden > 50% of the day = Stage 4
Gideon
Mendel
Ā©
2002
The Baseline Laboratory Assessment
www.africa-photo.com/.../Seiten/ BU-01-10-06_JPG.htm
Baseline Laboratory Assessment
ā€¢ Every HIV-infected patient enrolled in the clinic
should have a baseline CD4 count
ā€¢ Patients whose medical history or physical
examination suggests the need for further laboratory
investigation will have the relevant tests, where
available, at the discretion of their treating clinician
ā€“ e.g. history of jaundice ļƒ  liver function tests
ā€“ e.g. pallor on examination ļƒ  hemoglobin
Baseline Laboratory Assessment
ā€¢ All patients who are eligible for
antiretroviral therapy should also have
where available:
ā€“ liver function tests
ā€“ tests of renal function
ā€“ complete blood count
ā€¢ Patients who are not currently eligible
for ART do not require additional routine
baseline testing
Pre-
treatment
Every
Visit
Month 1 Month
3
Month 6 Every 24
Weeks
Month 12 Annually
WHO clinical Staging
x x
Adherence Counseling
x x
Clinical Screening for TB
x x
CD4+
x x x x
Hb/PCV (CBC)
x** x
HbsAg and HCV
x**
Urinalysis
x** x
HIV-1 RNA (Viral Load)
x* x x x
Creatinine/ Urea
x** x
AST, ALP
x** x
FBS, Amylase, Pregnancy Test,
Lipid Profile, Sputum AFT, Chest X-
Ray, Pap smear
As clinically indicated
Recommended Schedule for baseline lab Monitoring of Patients
Appendix
ā€¢ *Desirable at baseline. However, Viral Load monitoring should commence at month 6
ā€¢ **Desirable where available
THANK YOU

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4. Baseline Assessment & WHO staging ICAPRev.pptx

  • 1. THE BASELINE ASSESSMENT Care of patients with HIV/AIDS:
  • 2. Unifying Concepts ā€¢ The baseline assessment is an organized systematic approach which will assist the team to develop an appropriate care plan for each patient ā€¢ Assessment of HIV-infected patients includes both clinical and non-clinical (psychosocial) components
  • 3. Unifying Concepts ā€¢ For optimal treatment outcomes, the clinician and patient must be actively involved in developing the schedule for monitoring of disease progression and available option for treatment ā€¢ All patients are expected to undergo baseline assessments and routine laboratory assays
  • 4. The Baseline Assessment ā€¢ Documented evidence of a Positive HIV test result ā€¢ Medical history ā€¢ Physical examination ā€¢ Clinical staging ā€¢ Laboratory testing ā€¢ Preparation of the patient ART care plan
  • 5. Symptom/Sign Checklist ā€¢ Patient self-appraisal ā€“ how is s/he feeling? Is there a presenting complaint? ā€¢ Structured symptom checklist including ā€“ Weight change ā€“ Weakness or fatigue ā€“ Respiratory symptoms (cough, difficulty breathing) ā€“ GI symptoms (poor appetite, thrush, nausea, vomiting, diarrhea, abdominal pain) ā€“ Genital symptoms ā€“ Neurologic symptoms (headache, memory problems, neuropathy, visual problems) ā€“ Pain ā€“ Rash
  • 7. Baseline Medical History ā€¢ When was the patient diagnosed with HIV? ā€¢ Does the patient have significant medical illnesses other than HIV? ā€¢ Has the patient had complications of HIV infection? ā€¢ Has the patient been hospitalized? When? Why? ā€¢ Has the patient had surgery? When? What type? ā€¢ Does the patient have a history of mental illness? ā€¢ Is the patient allergic to any medications?
  • 8. Baseline Medical History Medication History ā€¢ What medications does the patient take now? ā€¢ Does the patient take non-prescription medications (e.g. from a traditional healer?) ā€¢ Has the patient had difficulty adhering to medications in the past?
  • 9. Baseline Medical History Gynecological/ obstetrical history for women: ā€¢ Did the patient participate in PMTCT? ā€“ What medications did she receive? ā€“ Were there any difficulties? ā€¢ Does the patient use contraception? What type? ā€¢ Has the patient been pregnant before? Parity? ā€¢ What are her infant feeding practices? ā€¢ Has she had any sexually transmitted infections?
  • 10. Baseline Medical History Adherence History ā€¢ Has the patient previously missed clinical appointments (e.g. for antenatal care)? ā€¢ Assess family/household support
  • 11. The Baseline Physical Examination
  • 12. The Baseline Physical Examination ā€¢ Vital signs: BP, PR, Temp, weight, Height, head circumference ā€¢ Developmental & Nutritional status, Immunization ā€¢ General appearance, Skin, HEENT ā€¢ Respiratory ā€¢ Cardiovascular ā€¢ Gastrointestinal ā€¢ Urogenital ā€¢ Neurologic / psychiatric
  • 13.
  • 15. HIV Disease Stage ā€¢ HIV disease stage provides reliable information about prognosis ā€¢ Disease stage is characterized by: ā€¢Current and prior complications of HIV ā€¢ This can be evaluated by the medical history and physical examination ā€¢Degree of immune suppression ā€¢ This can be evaluated by the CD4 count
  • 16. ADULTS AND ADOLESCENTS Clinical Stage 1: Asymptomatic ā€¢ Asymptomatic ā€¢ Persistent Generalized lymphadenopathy Performance scale 1: asymptomatic, normal activity Clinical stage 4: Severe disease ā€¢ HIV wasting syndrome ā€¢ Pneumocystis Jiroveci Pneumonia (PCP) ā€¢ Toxoplasmosis of the Central Nervous System ā€¢ Cytomegalovirus disease of an organ other than liver, spleen or lymph node ā€¢ Herpes simplex virus infection, mucocutaneous (>1 month) or visceral ā€¢ Progressive multifocal leucoencephalopathy ā€¢ Any disseminated endemic mycosis ā€¢ Candidiasis of esophagus, trachea and bronchi ā€¢ Extrapulmonary tuberculosis ā€¢ Kaposiā€™s sarcoma ā€¢ HIV encephalopathy ā€¢ Atypical disseminated leishmaniasis ā€¢ Disseminated non-tuberculous mycobacterial infection ā€¢ Chronic cryptosporidiosis ā€¢ Chronic isosporiasis ā€¢ Recurrent septicaemia ā€¢ Invasive cervical carcinoma ā€¢ HIV-associated nephropathy or cardiomyopathy And/or performance scale 4: bedridden>50% of the day during last month Clinical Stage 2: Mild disease ā€¢ Weight loss, <10% of body weight ā€¢ Minor mucocutaneous manifestations (seborrhoeic dermatitis, fungal nail infections, recurrent oral ulcerations and angular chelitis) ā€¢ Herpes zoster within the last five years ā€¢ Recurrent upper respiratory tract infection (i.e. bacterial sinusitis) And/or performance scale 2: symptomatic, normal activity Clinical Stage 3: Advanced disease ā€¢ Weight loss > 10% of body weight ā€¢ Unexplained chronic diarrhoea> 1 month (14 days in children) ā€¢ Unexplained persistent fever (above 37.5Ā°C. Continuous or intermittent for longer than 1 month) ā€¢ Oral candidiasis (after 6 weeks of life in children) ā€¢ Oral hairy leukoplakia ā€¢ Pulmonary tuberculosis within the past year ā€¢ Severe bacterial infections (i.e. pneumonia, pyomyositis) ā€¢ Acute necrotizing stomatitis, gingivitis, or periodontitis ā€  ā€¢ Unexplained anaemia (below 8 g per dl), neutropaenia and chronic thrombocytopaenia ā€  And/or performance scale 3: Bedridden <50% of the day during the last month WHO Clinical Staging Appendix WHO Clinical Staging
  • 17. HIV Disease Stage Clinical Stage One: ā€“ Asymptomatic or ā€“ Persistent generalized lymphadenopathy Performance scale 1: Asymptomatic, normal activity
  • 18. HIV Disease Stage Clinical Stage Two: ā€“ Weight loss < 10% of body weight ā€“ Minor mucocutaneous manifestations (seborrheic dermatitis, fungal nail infections, recurrent oral ulcerations, angular chelitis) ā€“ Herpes zoster within the past 5 years ā€“ Recurrent upper respiratory tract infections And/or performance scale 2: Symptomatic, normal activity
  • 20. Herpes Zoster (acute & chronic) stage 2
  • 21. HIV Disease Stage ā€¢ Clinical Stage Three: ā€“ Weight loss > 10% of body weight ā€“ Unexplained chronic diarrhea (> 1 month) ā€“ Unexplained prolonged fever (intermittent or constant) > 1 month ā€“ Oral candidiasis (thrush) ā€“ Oral hairy leukoplakia ā€“ Pulmonary tuberculosis within the past year ā€“ Severe bacterial infection (pneumonia, pyomyositis) And/or performance scale 3: bed-ridden < 50% of the day during the past month
  • 24. HIV Disease Stage ā€¢ Clinical Stage Four: ā€“ HIV wasting syndrome ā€“ Pneumocystis pneumonia ā€“ CNS toxoplasmosis ā€“ Cryptosporidiosis with diarrhea > 1 month ā€“ Extrapulmonary cryptococcosis ā€“ Cytomegalovirus (CMV) disease of an organ other than liver, spleen, or lymph nodes ā€“ Visceral Herpes simplex virus (HSV) infection or mucocutaneous HSV infection > 1 month continuedā€¦
  • 25. HIV Disease Stage ā€¢ Clinical Stage Four, continued: ā€“ Progressive multifocal leukencephalopathy (PML) ā€“ Any disseminated endemic mycosis (e.g. histoplasmosis, coccidiodomycosis) ā€“ Candidiasis of the esophagus, trachea, bronchi or lungs ā€“ Disseminated atypical mycobacterium ā€“ Non-typhoid Salmonella septicemia ā€“ Extrapulmonary tuberculosis ā€“ Lymphoma ā€“ Kaposiā€™s sarcoma ā€“ HIV encephalopathy And/or performance scale 4: bed-ridden > 50% of the day during the last month
  • 28. Disseminated skin KS = stage 4
  • 29. Esophageal Candidiasis = Stage 4 www.medinfo.ufl.edu/cme/grounds/ forsmark/slide7.html
  • 30. Bedridden > 50% of the day = Stage 4 Gideon Mendel Ā© 2002
  • 31. The Baseline Laboratory Assessment www.africa-photo.com/.../Seiten/ BU-01-10-06_JPG.htm
  • 32. Baseline Laboratory Assessment ā€¢ Every HIV-infected patient enrolled in the clinic should have a baseline CD4 count ā€¢ Patients whose medical history or physical examination suggests the need for further laboratory investigation will have the relevant tests, where available, at the discretion of their treating clinician ā€“ e.g. history of jaundice ļƒ  liver function tests ā€“ e.g. pallor on examination ļƒ  hemoglobin
  • 33. Baseline Laboratory Assessment ā€¢ All patients who are eligible for antiretroviral therapy should also have where available: ā€“ liver function tests ā€“ tests of renal function ā€“ complete blood count ā€¢ Patients who are not currently eligible for ART do not require additional routine baseline testing
  • 34. Pre- treatment Every Visit Month 1 Month 3 Month 6 Every 24 Weeks Month 12 Annually WHO clinical Staging x x Adherence Counseling x x Clinical Screening for TB x x CD4+ x x x x Hb/PCV (CBC) x** x HbsAg and HCV x** Urinalysis x** x HIV-1 RNA (Viral Load) x* x x x Creatinine/ Urea x** x AST, ALP x** x FBS, Amylase, Pregnancy Test, Lipid Profile, Sputum AFT, Chest X- Ray, Pap smear As clinically indicated Recommended Schedule for baseline lab Monitoring of Patients Appendix ā€¢ *Desirable at baseline. However, Viral Load monitoring should commence at month 6 ā€¢ **Desirable where available