Template for contact tracing
Communicate with patients, track suspected cases, monitor testing, and link follow-up reports with this flexible, accessible contact tracing template.
Designed for on-the-ground global health teams, this offline-adapted, mobile-ready workflow template helps you deliver critical care while mitigating medical crises.
Combine this template with SurveyCTO’s best-in-class data security and data quality tools and equip your team to streamline your contact tracing.
What's in this contact tracing template
Contact tracing is a public health intervention designed to limit the spread of infectious diseases.
This intervention can vary depending on the diseases and its symptoms and affected area, but will always involve identifying outbreaks, closely monitoring confirmed cases, and administering appropriate care aimed at both helping patients and limiting disease spread.
This template is designed to operationalize the key elements of contact tracing:
- Identifying affected cases
- Providing care for affected patients
- Arranging testing for exposed potential cases
- Communicating quarantine procedures to patients
- Reporting
Centered around virological testing and follow-ups with patients, this workflow contains:
- 7 total forms for testing, tracking, and communicating with impacted parties
- Three SurveyCTO datasets for storing, managing, and linking data between forms
- Pre-set connections between forms and datasets for an integrated workflow that eliminates manual data entry and reduces the amount of time between gathering information and communicating with patients
What goes into effective contact tracing?
Contract tracing breaks disease transmission trains, conserves valuable medical resources, and even saves lives.
To do this important work effectively, accurate and complete data-based workflows are essential. Tracking accurate information on individual patients who are ill or have been exposed to illness is essential. Achieving accurate information on patients across all forms in a contact tracing workflow is critical. To ensure this high level of accuracy, a high-quality contact tracing effort will:
- Monitor suspected cases, confirmed cases, and important contacts of confirmed cases
- Create careful reports for confirmed cases and their contacts
- Keep records on confirmed cases—like personal information, health data and test results—updated over time (including updating cases from suspected to confirmed if necessary)
Here's how SurveyCTO's contact tracing template can help you:
For global health teams, managing this high volume of data during an outbreak at scale and over time is critical, but challenging. To stem the tide of a pandemic, you need a data collection tool with the right features.
SurveyCTO’s contact tracing template helps healthcare workers organize contact tracing forms, virological testing, patient follow-up, symptom tracking, and more.
Here’s how our contract tracing template can help meet these goals:
- Work offline in the field with this fully digital template, and sync data stored on mobile devices to cloud-based servers later
- Case management links data on patients and their contacts from form to form, ensuring accuracy throughout your project lifecycle
- Enumerator management tools automatically link healthcare providers to the information they collect on patients and their contacts
- Data stored in our datasets can be easily exported for further analysis as needed
- Collected data can be easily integrated into other tools you already use for analysis, visualization, and reporting

Watch this video to see our contact tracing template in action.