Clinical standards for the assessment, management and rehabilitation of post-TB lung disease

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INT J TUBERC LUNG DIS 25(10):797–813                                 CLINICAL STANDARDS FOR LUNG HEALTH
Q 2021 The Union
http://dx.doi.org/10.5588/ijtld.21.0425

Clinical standards for the assessment, management and
rehabilitation of post-TB lung disease
                                                                                                              SUMMARY

B A C K G R O U N D : Increasing evidence suggests that post-   tions); Standard 2, to identify patients with PTLD for PR;
TB lung disease (PTLD) causes significant morbidity and         Standard 3, tailoring the PR programme to patient needs
mortality. The aim of these clinical standards is to provide    and the local setting; Standard 4, to evaluate the
guidance on the assessment and management of PTLD and           effectiveness of PR; and Standard 5, to conduct education
the implementation of pulmonary rehabilitation (PR).            and counselling. Standard 6 addresses public health aspects
M E T H O D S : A panel of global experts in the field of TB    of PTLD and outcomes due to PR.
care and PR was identified; 62 participated in a Delphi         C O N C L U S I O N : This is the first consensus-based set of
process. A 5-point Likert scale was used to score the           Clinical Standards for PTLD. Our aim is to improve
initial ideas for standards and after several rounds of         patient care and quality of life by guiding clinicians,
revision the document was approved (with 100%                   programme managers and public health officers in
agreement).                                                     planning and implementing adequate measures to assess
R E S U LT S : Five clinical standards were defined: Standard   and manage PTLD.
1, to assess patients at the end of TB treatment for PTLD       K E Y W O R D S : tuberculosis; post-TB lung disease; se-
(with adaptation for children and specific settings/situa-      quelae; pulmonary rehabilitation; clinical standards

Historically, national TB programmes (NTPs) have                these illnesses is uncertain, but they may in part
emphasised the need to ensure rapid diagnosis and               reflect the systemic effects of sustained lung inflam-
effective treatment of individuals with infectious TB           mation and enzymatic degradation, which persist
to reduce transmission and the epidemiological trend            after TB cure.25,26 Moreover, individuals who previ-
of the disease.1,2 Over the past 20 years, the number           ously completed TB treatment continue to be at high
of individuals successfully treated for TB has                  risk of developing TB again due to either endogenous
increased substantially, with an estimated 155 million          reactivation or exogenous reinfection.27,28 Distin-
TB survivors alive in 2020.3,4 However, a substantial           guishing between recurrent TB vs. post-TB sequelae
proportion of people considered cured (or with TB               can be particularly challenging.29–31
treatment completed) report residual cough, weak-                  For this document, we adopted the definition of
ness, dyspnoea, difficulties in climbing stairs or              PTLD developed at the First International Sympo-
managing every-day or work activities, which affect             sium on Post-TB disease: ‘‘Evidence of chronic
their quality of life (QoL) and increase the risk of            respiratory abnormality, with or without symptoms
death.5–10 These long-term sequelae from TB treat-              attributable at least in part to previous (pulmonary)
ment are identified using a series of tests, including          tuberculosis’’.32 In recent years, PTLD has attracted
chest imaging (e.g., fibrosis, cavities, pleural thicken-       increasing interest from the research and medical
ing, bronchiectasis, pulmonary hypertension, second-            community. Several studies indicate that up to 50%
ary bacterial and fungal infections); pulmonary                 of TB patients report health problems consistent with
function testing (PFT), including spirometry, plethys-          PTLD after completion of treatment.11–13,33–38 PTLD
mography and diffusing capacity of the lungs for                is likely to cause a considerable burden of disease
carbon monoxide (DLCO) to detect obstructive,                   globally, suggesting opportunities for prevention and
restrictive and mixed patterns; and cardiopulmonary             management. Recent modelling indicates that 138–
exercise testing (CPET) to assess the integrative               171 million TB survivors were alive in 2020, of whom
responses of the cardiovascular, respiratory and                nearly one fifth were treated in the past 5 years.4
musculoskeletal systems to incremental exercise in              PTLD was estimated to account for approximately
patients with PTLD.11–20                                        half of lifetime disability-adjusted life-years (DALYs)
   Delayed diagnosis and inappropriate regimens used            caused by incident TB.38–40
during treatment may play a role in the development                In preparing this document, our aim was to define
of PTLD.21,22 Also, former TB patients experience               clinical standards for PTLD, focusing primarily on
increased non-pulmonary morbidity and mortality,                pulmonary disease. Standards are different from
particularly cardiovascular diseases, despite success-          guidelines, which are based on ‘Grading of Recom-
ful completion of treatment.23,24 The aetiology of              mendations, Assessment, Development, and Evalua-

Article submitted 12 July 2021. Final version accepted 12 July 2021.
798    The International Journal of Tuberculosis and Lung Disease

tion’ (GRADE) and ‘Patient, Intervention, Comparison,               METHODS
Outcome (PICO) questions. Standards prescribe a
                                                                    A panel of 67 global experts was identified to
widely accepted level of diagnosis and care, for all
                                                                    represent the main scientific societies, associations
healthcare providers and clinicians, both public and
                                                                    and groups active in the field of TB and PR, including
private, to achieve optimal standards in managing
                                                                    TB clinicians (n ¼ 34), TB public health (n ¼ 18), TB
patients who have, or who are presumed to suffer from,
                                                                    paediatricians (n ¼ 3), PR experts (n ¼ 6), PFT/lung
a given disease.41,42 The IJTLD Clinical Standards do
                                                                    diseases experts (n ¼ 3), methodologists (n ¼ 2) and
not compete with existing WHO or other guidelines,
                                                                    psychologist (n ¼ 1). Out of the 67 experts invited, 3
but rather complement and integrate their recommen-
                                                                    declined and 2 did not respond. The 62 respondents
dations to provide a specific clinical focus. The
                                                                    were asked to comment via a Delphi process on an
standards are universal principles and might need to
                                                                    initial draft including seven standards (Standards 1–6
be adapted for specific settings and situations for future
                                                                    being clinical and Standard 7 on public health)
programmatic implementation due to legal, organisa-
                                                                    developed by a core coordination team (with 17
tional or economic reasons.
                                                                    members). A 5-point Likert scale was used (5: high
   Because specific evidence on PTLD is limited in
                                                                    agreement; 1: low agreement). Sixty experts submit-
some technical areas, the available evidence on other               ted a valid Delphi questionnaire (two did not answer).
lung diseases was used (e.g., for chronic obstructive               At the first Delphi round, agreement was high, with a
pulmonary disease [COPD]), although such studies                    median value of 5 for Standards 1–6, and 4 for
exclude patients with TB. Also, research into paedi-                Standard 7. Based on substantial agreement on the
atric care is currently limited, but recommendations                seven Standards and the document outline, a draft
were added where appropriate. The clinical standards                document was jointly developed by the expert panel.
will be updated to capture new evidence as it                       This underwent seven rounds of revision and the final
accumulates over time. Finally, although these                      form was approved by consensus (100% agreement),
standards pertain to evaluations and interventions                  with a reduction in the number of standards to 6 in
after a patient has completed TB treatment, a small                 total (5 clinical and 1 on public health).
but growing body of research indicates that patients
at risk for PTLD can be identified using chest
radiography (CXR) at the time of TB diagnosis.43                    STANDARD 1
The use of adjunctive therapies during TB treatment                 Every patient completing TB treatment should be
may therefore help to avert PTLD or reduce its                      clinically evaluated for PTLD. The assessment should
impact.44,45 Physicians are urged to consider such at-              be conducted as soon as possible at the end of
risk patients for enrolment in clinical trials to expand            treatment and organised by the TB programme. In
our understanding of this area.                                     special settings and situations, post-TB treatment
                                                                    evaluation can be simplified and/or modified to
AIM OF THE CLINICAL STANDARDS                                       include a set of basic examinations with the aim to
                                                                    identify patients with sequelae at risk of deterioration
This consensus-based document aims to describe the                  (or even death) and those likely to benefit from PR.
following activities:                                               The following set of basic examinations is considered
1) Assessing patients at the end of TB treatment for                essential upon clinical suspicion of either the presence
   sequelae and PTLD (Standard 1). A universal                      of, or risk factors for, PTLD: clinical examination/
   standard was defined, with special considerations                history, CXR, PFT, six-minute walking test (6MWT),
   for children and possible adaptation in different                complemented by symptom score and QoL question-
   settings and situations (for organisational, legal or            naire evaluation. Other examinations are considered
   economic reasons).                                               conditional.
2) Identifying patients with PTLD for pulmonary                     The complete list of examinations to assess the
   rehabilitation (PR) (Standard 2).                                presence of post-TB treatment sequelae and the
3) Adapting the PR programme for specific patient                   indications for PR (see Standards 2–3 for details)
   needs and different settings (Standard 3).                       are summarised in Table 1. Completion of treatment
4) Evaluating the effectiveness of PR and follow-up                 affords the opportunity to (safely) evaluate the
   (Standard 4).                                                    patient’s microbiological and radiological status,
5) Education and counselling for a patient (Standard                and the relationship with baseline assessments.
   5) to help manage their condition.                               Although the focus of this document is on PTLD, it
6) A public health standard highlighting the need to                is important to note that bacteriological results
   record changes in patient outcome resulting from                 (sputum smear microscopy and culture) are impor-
   PR (Standard 6).                                                 tant at diagnosis, during follow-up and at the end of
7) Priorities for future research into PTLD.                        treatment to determine the TB treatment outcome
Clinical standards for post-TB lung disease         799

Table 1 Standard 1: Recommended examinations to be conducted at the end of treatment and in special settings and situations
because of legal, organisational or economic reasons
                                                                                                                  Adaption for special settings
                    Essential and conditional examinations/investigations                                                and situations
Clinical assessment                 Clinical history, symptom assessment and clinical                         Clinical history, symptom assessment
                                     examination                                                                and clinical examination
Imaging                             Chest radiography (digital)                                               Chest radiography
                                    Computed tomography
Functional evaluation               Spirometry, including pre- and post-bronchodilator test                   Spirometry
                                    Plethysmography                                                           SpO2
                                    Diffusion capacity assessment (DLCO, KCO)                                 6MWT
                                    Tidal breathing techniques (oscillometry/MBW)
                                    Arterial blood gas analysis, and pulse oximetry (SpO2)
                                    6MWT
                                    CPET
Subjective evaluation               QoL questionnaire                                                         QoL questionnaire
                                    Frequent symptoms score                                                   Frequent symptoms score
DLCO ¼ diffusing capacity of the lungs for carbon monoxide; KCO ¼ carbon monoxide transfer coefficient; MBW ¼ multiple breath washout; SpO2 ¼ peripheral
capillary oxygen saturation; 6MWT ¼six-minute walking test; CPET ¼cardiopulmonary exercise testing; QoL ¼ quality of life.

(cured or treatment completed, see also Standard                              any lung condition also need to be recorded, as these
6).46 CXR is also important. Computed tomography                              are likely to be relevant for the management of PTLD.
(CT) scan, which is not always available, allows a                            Examples include asthma, bronchiectasis, pulmonary
more thorough evaluation of the lung parenchyma                               fibrosis and COPD as well as a history of pulmonary
that is often not visible (or fully appreciated) on CXR.                      TB (PTB) and/or frequent lower respiratory tract
For example, it may offer higher sensitivity to detect                        infections in childhood.
bronchiectasis, cavities or pulmonary nodules as a                               A clinical examination at the end of TB treatment,
basis to improve current and future clinical manage-                          when performed thoroughly, helps guide appropriate
ment (sputum expectoration, risk of recurrent infec-                          further investigations. Recordings for weight, height
tion, risk of chronic fungal infection and risk of TB                         and vital signs (temperature, respiratory and heart
relapse). Pulmonary nodules may be a consequence of                           rates, blood pressure and oxygen saturations) is
TB but can also represent other infections or cancer.47                       considered essential. The presence of low arterial
The advantages of a CT scan must be weighed against                           oxygen saturations (,94%, ideally complemented by
the harms of radiation exposure. Use of CT scans                              arterial blood gases analysis, if feasible), changes in
should therefore be reserved for instances when                               body mass index (BMI) and its trend over time, digital
differential diagnostic imaging beyond CXR is highly                          clubbing, coarse crackles, raised jugular-venous
desirable to inform clinical decision making. In                              pressure or peripheral oedema may suggest pathology
patients with cavitary TB, who develop progressive                            other than TB or concurrent pathologies. A subse-
respiratory symptoms after treatment completion,                              quent nutritional assessment includes, among oth-
additional testing may be warranted to evaluate for                           ers,49 simple investigations (e.g., urine analysis and
TB relapse, chronic infections (aspergilloma, non-                            blood tests) to identify treatable conditions that
tuberculous mycobacteria [NTM] infections, bron-                              commonly cause morbidity.50 For example, anaemia
chiectasis) and other lung disease (e.g., cancer).                            caused by iron deficiency can be diagnosed by blood
Further investigations may include chest CT, culture                          tests and is amenable to oral supplementation, and
of sputum or fluid collected by bronchoalveolar                               unexpected glycosuria could lead to a diagnosis of
lavage (e.g., for M. tuberculosis, Aspergillus and                            diabetes. Desirable blood tests include complete
other respiratory pathogens) and Aspergillus serolo-                          blood count with white cell differential, fasting blood
gy.48 In settings with sufficient resources, additional                       glucose, electrolytes, urea, creatinine and liver
assessments would add important clinical and func-                            function tests, including serum albumin. Unexplained
tional information to PTLD management, particular-                            or persistent biochemical abnormalities should be
ly as it relates to lung health (for details on                               complemented by the appropriate investigation (or
rehabilitation, see Standards 3–4) and mortality risk.                        referral) to diagnose and treat the underlying
   A focused respiratory history needs to be recorded                         condition. Comorbid medical conditions associated
including vaccination history (e.g., COVID-19, influ-                         with TB that are known to increase mortality,
enza, pneumococcal vaccines), risk factors (e.g.,                             particularly if untreated, should be noted. These
previous incarceration) and co-morbidities (e.g.,                             include but are not limited to HIV, diabetes mellitus,
HIV co-infection and diabetes, among others) as well                          chronic kidney diseases, chronic liver diseases (in-
as exposure to health hazards (such as cigarette                              cluding chronic hepatitis B and C), anaemia and iron
smoking, silica and biomass fuel). Known respiratory                          deficiency.11,32,50 Recently, the importance of COV-
co-morbidities and related previous treatments for                            ID-19 has also been highlighted, and opportunities
800    The International Journal of Tuberculosis and Lung Disease

exist to combine efforts supporting rehabilitation                  function in childhood and adulthood. PTB in child-
approaches for patients with both TB and COVID-19                   hood could therefore have long-lasting consequences
related sequelae.51–54                                              on lung health later in life.57,58 A better understanding
   Given the high rates of PTB and the body of evidence             of the impact of PTB on long-term respiratory
linking TB with chronic respiratory diseases (CRDs),                morbidity in children is therefore urgently needed.
PFT should be routinely performed on completion of                  End of TB treatment assessment should follow
TB treatment in all settings where it is available and              standards as proposed in adults, with some consider-
compared with previous PFT results. For example, pre-               ations specific to children. Just over half of children
and post-bronchodilator spirometry performed accord-                diagnosed with TB will have a clinical diagnosis
ing to the European Respiratory Society (ERS)/                      (‘‘unconfirmed TB cases’’) and no microbiological
American Thoracic Society (ATS) standards,55 with                   confirmation due to the often paucibacillary nature of
appropriate equipment provides essential information                paediatric TB.59 This results in the majority of children
on lung function and is the diagnostic test of choice for           having an outcome of ‘‘treatment completed’’ instead of
CRDs. When feasible and available, spirometry can be                ‘‘cured’’. Radiological imaging can be considered at the
complemented by plethysmography (to assess total                    end of treatment for use as a comparative tool in case
lung capacity and resistance), DLCO or carbon                       TB recurs. CT scans of the chest are usually not
monoxide transfer coefficient (KCO) to assess ventila-              indicated due to challenges of investigation in children
tory inhomogeneity for comprehensive assessment of                  and radiation exposure, but can be considered in
lung function.11,32                                                 specific cases (substantial chronic symptoms and
   The six-minute walking test (6MWT), performed                    radiological abnormalities) to evaluate the extent of
according to international guidelines, is a simple tool             PTLD or exclude a different diagnosis.
largely used to evaluate functional exercise capacity,                 Lung function should be considered in all children
assess prognosis and evaluate treatment response in                 with severe TB lung involvement60 over the age of 4–6
CRDs.56 The 6MWT is generally considered reliable                   years, and include pre- and post-bronchodilation flow/
for chronic respiratory diseases and requires limited               volume curves. Tidal breathing techniques, including
resources.11,32 Furthermore, the 6MWT is useful for                 forced oscillometry and multiple breath washouts, can
the evaluation of exercise-induced desaturation as                  be considered in children younger than 4 years of age.
assessed using pulse oximetry (SpO2), although the                  Data on lung function impairment in children is
reference values to be used may be an issue. Clinical               currently lacking and is a priority for research.
examination might justify the need for additional                      Quality of life questionnaires such as EQ-5D-Y and
investigations in specific patients, for example,                   Toddler and Infant (TANDI) can be used to assess
echocardiography to evaluate pulmonary hyperten-                    health-related QoL in children – although these need
sion and secondary right heart failure, or evidence of              local adaptation for the youngest children. Functional
lesions that put patients at risk of spontaneous                    exercise capacity can be measured using the 6MWT
pneumothorax (or history of previous pneumotho-                     in children from the age of 4 years. Reference ranges
rax) or of possible broncho-pleural fistula. Similarly,             were established in a Caucasian population and
some patients may benefit from assessment of                        might require adaptation in different settings.61
cardiovascular risks, including determination of
blood lipids, C-reactive protein and N terminal pro
brain natriuretic peptide (Nt-proBNP).                              STANDARD 2
   The persistence of symptoms such as breathlessness               Evaluation for PR. Former TB patients with clinical
or cough are associated with disease progression,                   and radiological signs and symptoms consistent with
contributing to a decline in physical function and                  post-TB treatment sequelae, evidence of obstruction
health-related QoL. Therefore, the evaluation should                and/or restriction, desaturations and/or low oxygen
include the subjective perception of symptoms and                   levels, reduced exercise tolerance and related impair-
the corresponding impact on daily life. There are                   ment in quality of life should be evaluated for PR.
numerous questionnaires validated for use in subjects
with CRDs, although not PTLD specifically. It is                    PR is a core component in the management of CRDs
recommended that questionnaires are administered                    and is described as an ‘individually tailored and
by trained personnel, when needed, respecting their                 designed, multidisciplinary programme of care’ for
specific indications. The choice of the questionnaire               patients with chronic respiratory impairment.62
or scales also depends on the time available and the                There is strong evidence that PR improves health
education level of the patient.                                     status, exercise capacity, fatigue, and social function-
                                                                    ing, and is recommended in international guide-
Specific considerations for paediatric care                         lines.63,64 There is currently a lack of data in children,
Despite increasing global awareness of PTLD, there is a             but tools used in children with other chronic
lack of data for children. Numerous cohort studies                  respiratory illnesses can also be used in paediatric
have shown that there is an association between lung                PTLD. Growing evidence indicates that PTB causes
Clinical standards for post-TB lung disease         801

Table 2       Standard 2: Indications for pulmonary rehabilitation69–84
                                                              Essential and conditional                        Adaption to special settings
Indications                                                  examinations/investigations                             and situations
Pulmonary rehabilitation should be evaluated in all cases of TB cured (smear- or culture-negative in      the last month) and TB treatment
  completed with:
Impaired exercise capacity32,56,69,70              Cardiopulmonary exercise test and/or                  Six-minute walking test and/or
                                                   Six-minute walking test and/or                        Five repetition sit to stand test
                                                   Five repetition sit to stand test and/or
                                                   Maximal voluntary contraction
Reported respiratory symptoms (dyspnoea,           Modified Medical Research Council                     Modified Medical Research Council
  cough, sputum, wheeze, chest pain,               Modified Borg Scale                                   Modified Borg Scale
  fatigue)71–74                                    Visual Analogue Scale                                 Visual Analogue Scale
Presence of comorbid conditions, including         Clinical history                                      Clinical history
  chronic obstructive pulmonary disease,           Diagnostic test or examinations                       Diagnostic test or examinations
  asthma, bronchiectasis, pulmonary fibrosis,
  pulmonary hypertension, and/or need for
  surgery12,13,75
At least 1 hospitalisation or 2 exacerbations in   Clinical history                                      Clinical history
  the last 12 months11,32,76,77
Impaired pulmonary function showing airflow        Spirometry with plethysmography, if                   Spirometry
  obstruction or restriction or mixed                 available
  abnormalities and bronchodilator response        Diffusing capacity for carbon monoxide
  and/or impaired diffusing capacity for
  carbon monoxide78
Abnormal blood gas PaO2 ,80 mmHg/10.6              Blood gas analysis and/or                             Pulse oximetry
  kPa and/or PaCO2 .45 mmHg/6.0 kPa and/           Pulse oximetry
  or nocturnal and exercise-induced
  desaturation79
Ineffective cough and/or difficult to clear        Clinical examination and/or                           Clinical examination
  bronchial secretions80,81                        Lung function tests (reduction of vital
                                                      capacity ,1.5 L and/or reduction of
                                                      peak cough flow ,160–200 L/min and/
                                                      or reduction of maximal inspiratory
                                                      pressure and/or reduction of maximal
                                                      expiratory pressure)
Impaired quality of life82–84                      TB-specific questionnaire: EUROHIS-                   TB-specific questionnaire: EUROHIS-
                                                      QOL 8 16                                            QOL 8 16
                                                   Disease specific questionnaire: SGRQ                  Disease-specific questionnaire: SGRQ
                                                      .25                                                  .25
                                                   Generic questionnaire WHOQOL-BREF                     Generic questionnaire WHOQOL-BREF
                                                      ,60 (subjects aged 60)                              ,60 (subjects aged 60 years)
EUROHIS-QOL ¼ European Health Interview Survey-Quality of Life; SGRQ ¼ St George’s Respiratory Questionnaire; WHOQOL-BREF ¼ abbreviated World Health
Organization Quality of Life.

CRD in a proportion of patients with lung damage at                         therefore if such patients would potentially benefit
different levels: in the bronchial airways (e.g., non-                      from PR. After excluding cardiovascular risks, PR is
reversible airflow obstruction, bronchiectasis, tra-                        an appropriate measure for patients with persistent
chea-bronchial stenosis) and in the lung parenchyma                         symptoms (dyspnoea, chest pain, cough, muscular
(cavities, fibrosis, restrictive lung disease); it can also                 fatigue), or reduced exercise tolerance, a restriction in
cause mixed patterns.11,65–67                                               activities because of their disease, exercise-induced
   The severity of pulmonary sequelae is usually                            oxygen desaturation, or impaired health status.
related to a delay in diagnosis or treatment and/or                            A comprehensive assessment should be performed
inadequate/inappropriate treatment, leading to ex-                          in order to detect and quantify the possible impair-
tensive lung damage and longer treatment duration,                          ment due to PTLD (see Standard 1).11,12,32 The
likely to be more evident in patients with multidrug-                       assessment (see Table 269–84) should focus on TB
resistant or extensively drug-resistant TB or TB                            sequelae and their functional impact, as well as on
relapse/recurrence.11,12 Although adequate clinical                         pulmonary interventions needed (e.g., long-term
and radiological evaluation of patients at the begin-                       oxygen therapy, ventilation) and include radiological
ning of anti-TB treatment and during treatment                              aspects, spirometry findings and bronchodilator
monitoring can identify initial sequelae, the end of                        response, assessment of lung volumes, DLCO,
treatment provides an opportunity to adequately                             arterial blood gases, nocturnal and exercise-induced
study the patient without risk of infection for family                      desaturations, 6MWT and QoL. PR (specifically
members, health staff or other contacts.7,63,68 A                           covered in Standards 3–4) is a comprehensive
careful patient assessment at the end of TB treatment                       package of interventions, which can include exercise,
(patient cured or with treatment completed) is needed                       education, nutrition, self-management activities and
to evaluate if there are indications for PTLD and                           psychosocial support.85
802    The International Journal of Tuberculosis and Lung Disease

STANDARD 3                                                          test and the 5 repetition sit to stand test are also
                                                                    applied.70,92 PR in PTLD patients has been shown to
The PR programme should be organised according to
                                                                    significantly improve the distance covered during the
feasibility, effectiveness and cost-effectiveness crite-
                                                                    6MWT (by approximately 35–45 m), an improve-
ria, based on the local organisation of health services
                                                                    ment similar to that recorded in subjects with
and tailored to the individual patient’s needs.
                                                                    COPD.110 QoL was evaluated by questionnaires, all
Most of what is known about PR is derived from                      different from each other, and no study used disease-
CRDs, where it has been shown to be relatively more                 specific questionnaires. However, the results seem to
cost-effective than pharmacotherapy.86 Obviously,                   confirm significant improvement when QoL was
there are differences between these conditions and                  evaluated using the St George’s Respiratory Ques-
PTLD, and important evidence gaps are highlighted                   tionnaire, Short Form Health Survey 36 and Clinical
in this document. To qualify as PR, programmes must                 Chronic Obstructive Pulmonary Disease question-
include, at the very least, comprehensive baseline and              naire.111,112 Similarly, the symptom evaluation was
post-PR outcome measurements, a structured and                      conducted for dyspnoea, chest pain, haemoptysis and
supervised exercise training programme, an educa-                   cough by using different scales.
tion/behavioural programme intended to foster long-                    No data are available on other strong outcomes
term health-enhancing behaviour, and provision of                   such as mortality and morbidity. It is desirable to use
recommendations for home-based exercise and self or                 validated and shared tools to consolidate knowledge
supervised physical activity programmes.87                          on PR for PTLD.
   Evidence on specific PR programmes tailored to
PTLD patients exists in settings with adequate                      Follow-up
resources, logistics, and expert healthcare providers –             Follow-up is desirable for patients undergoing PR to
and these were generally effective.88–91 At the same                assess if any clinical problem has arisen, and to ensure
time, simplified programmes with no need for major                  that the benefits achieved after PR are maintained. The
capital outlay and equipment were successfully adapted              follow-up needs to be organised based on local
and applied to specific circumstances without hamper-               feasibility and organisation of health services. Individ-
ing the activities of the NTP.92,93 The possibility of              uals who complete an episode of TB treatment,
modulating PR programmes by adapting them to the                    especially those with residual pulmonary sequelae
context and resources available (to prevent unmanage-               (e.g., residual cavitation) and with other infections
able workload), makes PR potentially accessible to                  (e.g., aspergilloma and NTM) remain at elevated risk
individuals (including children and adolescents) in                 of TB.29,30 Recurrent TB may be due to endogenous
different settings.12,92,94–99 The core components of a             reactivation or exogenous reinfection27,28 and is
PR programme are summarised in Table 3.100–109                      frequently observed, particularly in settings with a
                                                                    high incidence of TB.113,114 Follow-up should there-
STANDARD 4                                                          fore include appropriate measures to detect recurrent
                                                                    TB at an early stage and refer individuals with disease
Evaluating the effectiveness of PR for former TB                    recurrence for prompt treatment. Recurrent TB can be
patients. The standard includes a short description on              identified based on clinical or radiographic findings, in
how to evaluate the effectiveness of PR by comparing                addition to microbiological evidence, after excluding
the core variables before and after rehabilitation. The             other causes (NTM, fungal or other chronic bacterial
standard also suggests how to organise follow-up for                infections).
the patient.                                                           If feasible, follow-up of patients with sequelae not
As discussed in Standard 1 and 2, on completion of TB               requiring (or with contra-indications for) PR can also
treatment and before starting a PR programme                        be considered. Table 5 includes a generic scheme for
tailored to a patient’s needs, a comprehensive assess-              follow-up visits. Considering the risk of recurrence,
ment is necessary. The easiest way to evaluate the                  infection control and prevention measures and re-
effectiveness of PR is to assess the core variables ‘at the         assessment of the patient’s potential contagiousness
end’ vs. ‘at the beginning’ of the programme,88–90,92 as            are recommended during all steps of the process.
summarised in Table 4. As a minimum, the patient’s
functional exercise capacity, dyspnoea and health
                                                                    STANDARD 5
status should be assessed.11,12,32
   Recently, a list of health outcomes including social,            Each patient completing PR should undergo counsel-
economic and psychological impact has been recom-                   ling/health education, including a follow-up plan to
mended as a core component of the evaluation.11,32                  maintain/improve the results achieved, organised
The measure of exercise capacity most frequently                    according to feasibility and cost-effectiveness criteria,
used is the 6MWT.88–90,95 However, the cardiopul-                   based on the local organisation of health services and
monary exercise test or the incremental shuttle walk                tailored to the individual patient’s needs.
Clinical standards for post-TB lung disease    803

Table 3     Standard 3: Summary of the core components of a rehabilitation programme100–109
                                                                                                  Methods
                                                                                                            Adaption to special setting
Components                           Indication                            Interventions                          and situations
Aerobic exercise:         Impaired exercise capacity,            Treadmill and/or cycle-ergometer         Free walking
  endurance training        limited by dyspnoea and or           30 min 2–5 times/week for 4–8            30 min 2–5 times/week for 4–8
                            other respiratory symptoms            weeks                                     weeks
                          Restriction in daily life              Intensity set according to maximal       Intensity set according to
                            activities.11,32                      oxygen consumption or the                 perceived dyspnoea
                                                                  equation of Luxton or 80% of             Outpatients or home setting
                                                                  heart rate max adjusted on               Suggest maintenance
                                                                  dyspnoea                                  programme
                                                                 In or out-patients or tele-
                                                                  monitoring
                                                                 Suggest maintenance programme
Strength training:        Reduced muscle mass and                Free weights (dumbbells and              Free weights (dumbbells and
   upper and lower          strength of peripheral                ankle-brace)                              ankle-brace)
   extremities (limited     muscles. Lower muscle                20–30 min 2–5 times/week for 4–          20–30 min 2–5 times/week for
   evidence on TB)          weakness with risk for falls.         8 weeks                                   4–8 weeks
                            Impaired activities of daily         2–3 set of 6–12 repetitions              2–3 set of 6–12 repetitions
                            living involving the upper           Intensity set to 80% of maximal          Intensity set according to
                            extremities (including                voluntary contraction and/or              perceived muscles fatigue
                            dressing, bathing, and                adjusted on muscles fatigue              Out-patients or home setting
                            household tasks)11                   In or out-patients or tele-              Suggest maintenance
                                                                  monitoring                                programme
                                                                 Suggest maintenance programme
Inspiratory muscle        Impaired respiratory muscle            Load threshold devices, seated        Not applicable
   training (limited        function, altered respiratory         and using a nose clip
   evidence on TB)          mechanics, decreased chest           Interval training: 10 exercises
                            wall compliance or                    followed by 10 seconds break
                            pulmonary hyperinflation100           between each.
                                                                 15–20 min 2–5 times/week for 4–
                                                                  8 weeks
                                                                 Loads from 30% to 80% of
                                                                  maximal inspiratory pressure
Airway clearance          Difficult to remove secretions or      Choose the technique suitable for        Choose the technique suitable
  techniques                mucous plugs                          the subject among those                   for the subject among those
                          Frequent bronchial                      available, based on respiratory           available, based on respiratory
                            exacerbations (2/year)               capacity, mucus rheology,                 capacity, mucus rheology,
                          Concomitant diagnosis of                collaboration and patient                 collaboration and patient
                            bronchiectasis101                     preferences                               preferences
                                                                 15–30 min one or more times/day          15–30 min one or more times/
                                                                 Choose the duration of treatment          day choose the duration of
                                                                  based on chronic (long term) or           treatment based on chronic
                                                                  acute problem (short term)                (long term) or acute problem
                                                                 Suggest maintenance programme             (short term)
                                                                  when needed                              Suggest maintenance
                                                                                                            programme when needed
Long-term oxygen          Resting hypoxaemia despite             Titrate oxygen flow that maintain        Titrate oxygen flow that
  therapy (limited          stable condition and optimal          oxygen saturation .92–93%                 maintain oxygen saturation
  evidence on TB)           medical therapy (partial             Long-term oxygen therapy should           .92–93%
                            pressure of oxygen ,7.3 kPa           be initiated on a flow rate of 1 L/      Long term oxygen therapy
                            (,55 mmHg) or 8 kPa (60             min and titrated up in 1 L/min            should be initiated on a flow
                            mmHg) with evidence of                increments until oxygen                   rate of 1 L/min and titrated up
                            peripheral oedema,                    saturation .90%. An arterial              in 1 L/min increments until
                            polycythaemia (haematocrit            blood gas analysis should then be         oxygen saturation .90% at rest
                            55%) or pulmonary                    performed to confirm that a               has been achieved
                            hypertension)102,103                  target partial pressure of oxygen        Non-hypercapnic patients
                                                                  8 kPa (60 mm Hg) at rest has             initiated on long term oxygen
                                                                  been achieved                             therapy should increase their
                                                                 Ambulatory and nocturnal                  flow rate by 1 L/min during
                                                                  oximetry may be performed to              sleep in the absence of any
                                                                  allow more accurate flow rates to         contraindications
                                                                  be ordered for exercise and sleep,       Ambulatory oximetry may be
                                                                  respectively during rest, sleep and       performed to allow more
                                                                  exertion                                  accurate flow rates to be
                                                                 Provide formal education to               ordered for exercise
                                                                  patients referred to home                Provide formal education to
                                                                 Schedule periodic re-assessment           patients referred to home
                                                                  at 3 months                              Schedule periodic re-assessment
                                                                                                            at 3 months
804       The International Journal of Tuberculosis and Lung Disease

Table 3       (continued)
                                                                                                                Methods
                                                                                                                             Adaption to special setting
Components                                Indication                                  Interventions                                and situations
Long-term nocturnal           Chronic stable hypercapnia                   Not initiating long-term non-               Probably not applicable
  non-invasive                  (partial pressure of carbon                 invasive ventilation during
  mechanical                    dioxide .6–8 kPa (45–60                     admission for acute on-chronic
  ventilation (limited          mmHg)), despite optimal                     hypercapnic respiratory failure,
  evidence on TB)               medical therapy                             favouring reassessment at 2–4
                              Non-invasive ventilation could                weeks after resolution
                                be applied during aerobic                  Titrate non-invasive ventilation
                                training in case of severe                  setting
                                breathlessness or reduced                  Titrate mask
                                exercise resistance91,104                  Plan education
                                                                           Consider non-invasive ventilation
                                                                            during exercise
                                                                           Schedule an educational meeting
                                                                            and verifies the ability of the
                                                                            subject and/or a caregiver to
                                                                            manage the non-invasive
                                                                            ventilation at home
Nutritional support           Malnutrition (body mass index                Nutritional assessment                         Nutritional assessment
                                ,16 kg/m2 or body mass                     Tailored treatment from foods                  Tailored treatment from foods
                                index ,17 kg/m2 in patients                 and medical supplements                         and medical supplements
                                with TB-HIV, MDR-TB, or                    Need for financial incentives, and             Need for financial incentives,
                                pregnant and lactating                      transportation access should be                 and transportation access
                                mothers)105–107                             evaluated                                       should be evaluated
Psychological                 Social isolation, depression and             Psychological assessment                       Psychological assessment
  support                       anxiety. Impaired health                   Psychological support                          Psychological support
                                status and/or quality of life              Consider self-help group                       Consider self-help group
                                despite optimal
                                pharmacological treatment.
                                Low adherence to medical
                                treatment108,109

MDR-TB ¼ multidrug-resistant TB.

Table 4       Standard 4: Evaluation of pulmonary rehabilitation effectiveness
                                                                                                     Type of measure
                                                                    Essential and conditional                            Adaption to special setting
                    Outcomes                                       examinations/investigations                                 and situations
Functional       Lung function                             Spirometry (FEV1, FVC, FEV1/FVC)                        Spirometry (FEV1, FVC, FEV1/FVC)
                                                           Plethysmography
                 Gas transfer                              PaO2,                                                   Pulse oximetry (SpO2, % desaturation)
                                                           PaCO2
                                                           Pulse oximetry (SpO2, % desaturation)
                                                           DLCO, KCO
                 Exercise capacity                         6MWT                                                    6MWT
                                                           VO2max                                                  5STS
                                                           ISWT
                                                           5STS
TB-specific      Health-related quality of life            EUROHIS-QOL 8                                         EUROHIS-QOL 8
                                                           SGRQ                                                  SGRQ
                                                           WHOQOL-BREF                                           WHOQOL-BREF
                                                           Paediatric: EQ-5D-Y and TANDI                         paediatric: EQ-5D-Y and TANDI
                 Self-reported symptoms                    mMRC                                                  mMRC
                                                           VAS                                                   VAS
                                                           Modified Borg                                         Modified Borg
Generic          Acute infectious exacerbations           Number of episodes                                     Number of episodes
                   (e.g., in bronchiectasis)
                   requiring antibiotic and/or
                   steroid treatment
                 Hospitalisation                          Number of episodes/hospital days                       Number of episodes/hospital days
                 Mortality (see Standard 6)               Number of deaths                                       Number of deaths
FEV1 ¼ forced expiratory volume in the first second; FVC ¼ forced vital capacity; PaO2 ¼ partial pressure of arterial oxygen; PaCO2 ¼ partial pressure of arterial
carbon dioxide; SpO2 ¼ peripheral capillary oxygen saturation; DLCO ¼ diffusing capacity of the lungs for carbon monoxide; KCO ¼ carbon monoxide transfer
coefficient; 6MWT ¼six-minute walking test; ISWT ¼ incremental shuttle walk test; 5STS ¼ 5 repetitions of sit to stand test; VO2max ¼maximal oxygen consumption;
EUROHIS-QOL ¼ EUROHIS-QOL ¼ European Health Interview Survey-Quality of Life; SGRQ ¼ St George’s Respiratory Questionnaire; WHOQOL-BREF ¼ abbreviated
World Health Organization Quality of Life; TANDI ¼ Toddler and Infant; mMRC ¼ modified Medical Research Council; VAS ¼ Visual Analogue Scale.
Clinical standards for post-TB lung disease        805

Table 5    Recommended examinations during anti-TB treatment and post-treatment follow-up
                                                  M3†     M6‡     M12¶
Time point/                                       after   after   after
assessment              M0*      M2/3*†   EOT*    EOT     EOT     EOT                 Rationale                          Comments
Microbiological         x           x         x    (x)     (x)     (x)    Microbiological status before        Integrated in WHO or NTP
  examination of                                                            treatment initiation                  guidelines
  sputum (culture,                                                        Monitoring treatment response
  microscopy or                                                             and recurrent TB
  Xpert/NAAT)                                                             Determination of
                                                                            (microbiological) TB
                                                                            treatment outcome

Clinical examination,   x         (x)     x       x       x        x      Identification of (potential)        Suggested use of a checklist to
   including BMI                                                            permanent TB sequelae and            monitor for adverse drug
                                                                            adverse effects of TB                events
                                                                            treatment
                                                                          Establish status quo at EOT to
                                                                            observe trend over time

Respiratory history     x                 x       (x)     x        x      Identification and evaluation of     Depending on the setting this
  and status of                                                              potential risk factors that may     should also include history
  comorbidities (HIV                                                         have an influence on the            such as vaccination status,
  infection, diabetes                                                        prognosis and the                   exposure to silica and
  mellitus, COPD,                                                            management of PTLD                  biomass fuel, investigations
  CVD, nutrition                                                          Planning for interventions and         such as serology for hepatitis
  status, cigarette                                                          education program                   B/C, Sars-CoV-2,
  smoking)                                                                Observing trend over time              aspergillosis, nutritional
                                                                                                                 status associated conditions
                                                                                                                 such as anaemia

Chest radiography       x                 x               (x)             Establish dimension of               If available, digital radiography
                                                                            (permanent) pulmonary                 should be performed due to
                                                                            destruction before and after          advantages regarding expert
                                                                            TB treatment                          analysis, remote reading,
                                                                          Status quo at EOT to compare            automated analysis and data
                                                                            with future chest X-rays, e.g.,       storage
                                                                            assessment of respiratory
                                                                            exacerbations or recurrent TB
                                                                          Presence of cavities may
                                                                            increase risk of TB relapse
                                                                            and more severe PTLD
                                                                            sequelae

Spirometry/             pre-TB    (x)     x       x       x        x      Capture lung function results        ERS/ATS guidelines should be
  (plethysmography)                                                         before TB treatment, where           followed
                                                                            available                          Adequate reference standards
                                                                          Establish status quo at EOT to         should be used for result
                                                                            compare with future                  interpretation
                                                                            spirometry testing                 Appropriate equipment,
                                                                          Identification of subjects for         including maintenance of
                                                                            rehabilitation                       equipment needed
                                                                                                               Body-plethysmography, only for
                                                                                                                 research purpose or in
                                                                                                                 specific patients and settings

Computed                                  (x)             (x)             Allows a more refined                Recommended in symptomatic
  tomography                                                                 investigation of pulmonary          patients or in patients with
                                                                             structures and pathologies,         TB-related abnormalities,
                                                                             e.g., bronchiectasis, fibrosis,     which cannot be well
                                                                             aspergillosis of the lung           investigated on chest
                                                                          Presence of cavities may               radiography
                                                                             increase risk of TB relapse
                                                                             and more severe PTLD
                                                                             sequelae

6MWT                    pre-TB            x       x       x        x      Establish physical exercise          Very useful to observe trend
                                                                            capacity (before –if available-      over time
                                                                            and) after TB treatment            May be additionally indicated
                                                                          Status quo at EOT to compare           after recovery of exacerbated
                                                                            with future 6MWTs                    patients
                                                                          Identification of subjects, who      Validated for other respiratory
                                                                            may potentially benefit from         conditions including
                                                                            rehabilitation                       prognosis evaluation
806       The International Journal of Tuberculosis and Lung Disease

Table 5      (continued)
                                                             M3†      M6‡      M12¶
Time point/                                                  after    after    after
assessment                   M0*      M2/3*†       EOT*      EOT      EOT      EOT                     Rationale                                 Comments
SpO2                         (x)                        x         x        x         x    Severity staging of respiratory           Integrated part of 6MWT
                                                                                             failure                                Less accurate than BGA
                                                                                          Evaluation of nocturnal and/or
                                                                                             exercise-associated oxygen
                                                                                             desaturation
                                                                                          Information for the indication
                                                                                             of LTOT
                                                                                          May be helpful for evaluation of
                                                                                             patients with acute
                                                                                             exacerbations

BGA                                                (x)                (x)       (x)       Diagnosis and severity staging            Only for research purpose or in
                                                                                             of respiratory failure                   specific patients and settings
                                                                                          Information for the indication            More accurate and provides
                                                                                             of LTOT                                  more information compared
                                                                                                                                      to SpO2
                                                                                                                                    Metabolic disturbance diagnosis
                                                                                                                                    Appropriate equipment,
                                                                                                                                      including maintenance of
                                                                                                                                      equipment needed

DLCO, KCO                                            (x)               (x)       (x)      To assess CO-diffusion capacity           Only for research purpose or in
                                                                                            and identify the underlying               specific patients and settings
                                                                                            cause of impaired lung gas-             Useful for consideration of
                                                                                            exchange                                  pulmonary hypertension and
                                                                                                                                      other causes of dyspnoea
                                                                                                                                    Appropriate equipment,
                                                                                                                                      including maintenance of
                                                                                                                                      equipment needed

Tidal breathing              (x)        (x)        (x)       (x)      (x)       (x)       Assessment of small airways and           Only for research purpose or in
  techniques                                                                                of ventilation heterogeneity              specific patients and settings
  (oscillometry/                                                                            seen in complex structural              Oscillometry easy to perform in
  MBW)                                                                                      lung disease                              children and other patients,
                                                                                                                                      who cannot perform
                                                                                                                                      spirometry

QoL questionnaire            (x)        (x)         x         x        x         x        Establish the severity of                 Depending on the context and
  (including                                                                                respiratory symptoms and                  educational level, validated
  dyspnoea score)                                                                           quality of life impairment                scales and questionnaires
                                                                                            after TB treatment                        suitable for the patient
                                                                                          Status quo to compare with                  should be chosen
                                                                                            future evaluations
                                                                                          Identification of subjects with
                                                                                            potential benefit from
                                                                                            rehabilitation

ECG                                                (x)                (x)       (x)       Supports diagnosis of secondary           Only for research purpose or in
                                                                                            cardiac damage due to                     specific patients and settings
                                                                                            chronic lung diseases,
                                                                                            including PTLD
                                                                                          Differential diagnosis between
                                                                                            primary and secondary
                                                                                            cardiac diseases

Cardiac-ultrasound                                 (x)                (x)       (x)       Allows diagnosis of secondary             Only for research purpose or in
  (echo)                                                                                     conditions due to TB or PTLD             specific patients and settings
                                                                                             such as constrictive pericarditis,     Could be complemented by
                                                                                             pulmonary hypertension, right            measurement of NT-pro-BNP
                                                                                             heart failure                            to rule out heart failure
                                                                                          Differential diagnosis between
                                                                                             primary and secondary cardiac
                                                                                             disease
* x ¼ all centres; (x) ¼ research-oriented centres, specific settings or patients (depending on comorbidities, symptoms, exacerbations or abnormal findings in other tests).
†
  Optional evaluation during TB treatment/at the end of the intensive treatment phase; depending on patients’ symptoms (e.g., re-evaluation of TB- or PTLD-
diagnosis, diagnosing special conditions such as IRIS or co-infections such as Sars-CoV-2) or specific situations and settings.
‡
  Follow-up visits at M3 and M6 after EOT may overlap with pulmonary rehabilitation activities and assessments.
¶
  Further follow-up of patients with (high risk for) PTLD; 6–12 monthly follow-up visits, depending on clinical patterns, diseases severity, disease dynamics and
comorbidities.
NAAT ¼ nucleic acids amplification test; M ¼ month; EOT ¼end of treatment for TB; NTP ¼ National Tuberculosis Programme; BMI ¼ body mass index; COPD ¼
chronic obstructive pulmonary disease; CVD ¼ cardiovascular disease; QoL ¼ quality of life; PTLD ¼ post-TB lung disease; ERS ¼ European Respiratory Society; ATS ¼
American Thoracic Society; 6MWT ¼ 6 minutes walking test; SpO2 ¼ oxygen saturation using pulse oximetry; LTOT ¼ long-term oxygen therapy; BGA ¼ blood gases
analysis; DLCO ¼ diffusing capacity of the lung for carbon monoxide; KCO ¼ carbon monoxide transfer coefficient; MBW ¼ multiple breath washout; ECG ¼
electrocardiogram; NT-pro-BNP-N ¼ terminal pro brain natriuretic peptide.
Clinical standards for post-TB lung disease   807

Health education is an essential part of PR.87 The                     STANDARD 6 (PUBLIC HEALTH)
multidisciplinary education component includes
                                                                       Each change in outcome for a patient (cured or
information on PTB and most frequent respiratory
                                                                       treatment completed as per WHO guidelines) occur-
comorbidities. This generally covers lung anatomy,
                                                                       ring during or after PR should be promptly notified to
physiology of various lung impairments, exercise
                                                                       public health services and be included in the TB
physiology, benefits and methods of daily training,
                                                                       register. If the TB register/surveillance database
nutrition, drug therapy, oxygen therapy, how to
                                                                       allows, for research purposes the results of the PR
cope with exacerbations and how to manage daily
                                                                       programme should be recorded and updated over
life.88 Health education should also involve pa-                       time. Patients with permanent sequelae and disability
tients and their families. This is especially impor-                   need to be supported by social protection schemes
tant for children, where education about TB                            whenever possible, according to the legal framework
prevention, smoking, cough etiquette and other                         in place.
topics (see Table 6) is recommended for the whole
household.                                                             Standard 6 is the only public health standard included
   Educating patients to self-manage sputum clearance                  in this clinically oriented document. The WHO has
contributes to reducing the frequency of exacerbations                 introduced outcomes definitions, which have recently
and the unnecessary use of antibiotics (thus preventing                been revised.46 These definitions are used by TB
antibiotic resistance development and spread). In                      programmes for monitoring and evaluation purposes,
addition, WHO recommends integrating early and                         e.g., to allow them to measure rapidly the proportion
effective smoking cessation measures and risks posed                   of patients achieving treatment success (cure, if
by alcohol abuse, starting at the primary health care                  evidence of bacteriological negativity in a previously
level, into TB control plans.115,116 Health education or               positive patient exists, otherwise treatment comple-
counselling should be organised according to interna-                  tion) against those with negative outcomes (e.g.,
tional guidelines.117 Importantly, health education                    treatment failure, lost to follow-up, or died).118–121
                                                                       When revising the definition of cure, the WHO
sessions should be age-specific, gender-sensitive and
                                                                       recommended, when possible, to continue the follow-
delivered in the patient’s own language.41,42 Recom-
                                                                       up of patients for a period of 6 months or 1 year.46
mendations to deliver an effective educational session
                                                                       This was based on evidence that relapses or re-
are summarised in Table 6.
                                                                       infections can occur, and introduced the concept of
                                                                       ‘sustained cure’. Patients undergoing PR allows for
Table 6 Standard 5: Summary of the components of the
counselling/health education session                                   follow-up to occur, as they remain in care after
                                                                       completing their TB treatment.
Components:
 Structured and comprehensive educational programmes are an
                                                                          Standard 6 calls for the need to update the TB
  integral and essential component of the management of PTLD           register if any change occurs in the final outcome
  and pulmonary rehabilitation                                         (cure or treatment completion), e.g., if the patient
 Educational programmes should be age-specific, gender-
  sensitive, delivered in the local language and extended to
                                                                       develops relapse (or recurrence with evidence of re-
  families/households                                                  infection), or if death occurs. If the TB programme’s
 Education should be delivered by professionals who are
                                                                       surveillance system/TB register allows, information
  competent in the relevant subject areas and trained to deliver
  educational sessions                                                 that the patient has been evaluated for PTLD should
 Educational materials and technological support used to deliver      also be recorded. Together with this, if there was an
  them needs to be evaluated in the setting-specific context           indication for PR implementation and evaluation, the
Recommended topics:                                                    outcome could be recorded. These inclusions will
 Basic principles of TB: epidemiology, clinical aspects and
   transmission (reinforcing what is ideally provided at diagnosis)    improve the information globally available on PTLD
 Importance of treatment (and treatment adherence/retention in
                                                                       and contribute to its better management. If the
   care) to stop transmission, protect contacts and prevent relapses
 Simple concepts of infection control and safety procedures           surveillance system/TB register does not allow for
 Advantages/importance of smoking cessation and risk of               this, the information could be collected at the clinical
   comorbidities (e.g., HIV co-infection, diabetes, etc.) in           centre level and periodically collected/evaluated for
   household/families
 Importance of physical activity and exercise to improve quality of   research purposes. Communication between the TB
   life                                                                register and the clinical staff is encouraged.
 Maintaining results achieved with pulmonary rehabilitation
   (follow-up plan)
                                                                          An additional important element of Standard 6 is
 Ensuring adequate nutrition                                          the importance of prioritising patients with severe
 Importance of adhering to medical prescriptions in terms of
                                                                       PTLD to ensure access to social protection schemes,
   management of comorbidities and vaccinations
 Recognising deterioration of clinical conditions and what actions    based on existing legislation (but which we recom-
   to undertake to prevent relapse                                     mend should be revised to capture this concept). This
 Achieving an optimal healthy life style
                                                                       element is fully in line with Pillar 2 of the WHO End
PTLD ¼ post-TB lung disease.                                           TB Strategy.122,123
808      The International Journal of Tuberculosis and Lung Disease

Table 7     Research priorities
                                             Research priority                                                      Type of studies
 1)     To describe the frequency and severity of PTLD in different populations and subgroups of        Cross-sectional studies, cohort studies
          TB patients over time since the completion of TB treatment, including in children and
          adolescents
 2)     To establish risk factors for severe PTLD and associated poor health outcomes, including        Cohort studies (case-control studies)
          elevated mortality
 3)     To quantify the health and economic impact of PTLD at the individual and population             Health economic/mathematical
          level, including the impact of managing PTLD on health systems                                  modelling studies
 4)     To identify feasible, accurate and cost-effective tools to evaluate patients at the end of TB   Diagnostic accuracy studies, diagnostic
          treatment for their risk of PTLD and subsequent poor health outcomes (Standard 1)               randomised-controlled trials
 5)     To develop optimal approaches and algorithms to diagnose and manage PTLD, and to                Diagnostic accuracy studies, diagnostic
          discriminate between PTLD and recurrent TB (Standards 1, 2)                                     randomised-controlled trials
 6)     To identify effective and cost-effective strategies to prevent PTLD during anti-TB              Randomised-controlled trials
          treatment, including, for example, adjuvant therapies and interventions to reduce
          concomitant risk factors for poor lung health outcomes (e.g., smoking cessation
          programmes)
 7)     To identify effective and cost-effective strategies to deliver pulmonary rehabilitation in      Randomised-controlled trials
          specific sub-groups (using standard measures of minimum clinically important
          difference), including individual patient follow-up in different settings and populations
          (Standards 2–5)
 8)     To investigate the role of patient education programmes in improving long-term health           Randomised-controlled trials
          outcomes post-TB (Standard 5)
 9)     To investigate the role of social protection and support programmes in improving health         Randomised-controlled trials
          outcomes and quality of life among former TB patients (Standard 6)
10)     To identify a set of standard indicators for the surveillance of PTLD that are feasible to      Operational research studies
          implement within national TB programmes (Standard 6)
PTLD ¼ post-TB lung disease.

PRIORITIES FOR FUTURE RESEARCH                                              J. M. Chakaya,13,14 B. Seaworth,15,16 A. Rachow,17,18
                                                                                   B. J. Marais,19 J. Furin,20 O. W. Akkerman,21,22
There is a need for additional research on the
                                                                                    F. Al Yaquobi,23 A. F. S. Amaral,24 S. Borisov,25
epidemiology, assessment and management of PTLD
                                                                                            J. A. Caminero,26,27 A. C. C. Carvalho,28
in adults and children to guide the development of
                                                                             D. Chesov,29,30 L. R. Codecasa,31 R. C. Teixeira,32,33
future standards and guidelines. To enable research in
                                                                            M. P. Dalcolmo,34 S. Datta,35,36,37 A-T. Dinh-Xuan,38
the forthcoming years, political commitment and
                                                                            R. Duarte,39 C. A. Evans,36,37,40 J-M. Garcı́a-Garcı́a,41
appropriate funding mechanisms will be essential.
                                                                                     G. Günther,42 G. Hoddinott,2 S. Huddart,43,44
Key research priorities are highlighted in Table 7.
                                                                              O. Ivanova,17,18 R. Laniado-Laborı́n,45 S. Manga,46
                                                                                K. Manika,47 A. Mariandyshev,48 F. C. Q. Mello,49
CONCLUSION                                                                  S. G. Mpagama,50 M. Muñoz-Torrico,51 P. Nahid,43,44
There is a need for continued care for TB patients                               C. W. M. Ong,52,53 D. J. Palmero,54 A. Piubello,55
who successfully complete TB treatment but continue                                            E. Pontali,56 D. R. Silva,57 R. Singla,58
to suffer from PTLD.124 This document represents                                  A. Spanevello,5,59 S. Tiberi,60,61 Z. F. Udwadia,62
the views of a large body of experts who have reached                                    M. Vitacca,63 R. Centis,1 L. D’Ambrosio,64
consensus on clinical standards for the assessment                                          G. Sotgiu,65 C. Lange,66,67,68 D. Visca5,59
and management of PTLD and, as necessary, the                               * GBM, FMM, NA, EZ and HSS contributed equally to
implementation of PR.                                                                                            this Clinical Standard.
                                                                                  1Respiratory Diseases Clinical Epidemiology Unit,
   The document also presents a set of research
priorities to improve our understanding of the                              Istituti Clinici Scientifici Maugeri IRCCS, Tradate, Italy;
                                                                             2Desmond Tutu TB Centre, Department of Paediatrics
measures that will prove to be most effective (and
cost-effective) to prevent, detect and treat PTLD.                                and Child Health, Faculty of Medicine and Health
Because the evidence currently available is modest,                             Sciences, Stellenbosch University, Cape Town, 3DSI-
this document will be revised periodically to guide                                       NRF South African Centre of Excellence in
clinicians, TB programme managers and public                                  Epidemiological Modelling and Analysis (SACEMA),
health officers towards evidence-based planning and                              Stellenbosch University, Stellenbosch, South Africa;
                                                                              4Division of Pulmonary Rehabilitation, Istituti Clinici
implementation of adequate measures to assess and
manage PTLD.                                                                Scientifici Maugeri IRCCS, Montescano (PV), 5Division
                                                                              of Pulmonary Rehabilitation, Istituti Clinici Scientifici
   G. B. Migliori,1 F. M. Marx,2,3 N. Ambrosino,4                                       Maugeri, IRCCS, Tradate, Italy; 6Division of
E. Zampogna,5 H. S. Schaaf,2 M. M. van der Zalm,2                              Pulmonology, Department of Medicine, Stellenbosch
          B. Allwood,6 A. L. Byrne,7,8 K. Mortimer,9                         University & Tygerberg Hospital, South Africa; 7Heart
           R. S. Wallis,10 G. J. Fox,11 C. C. Leung,12                        Lung Clinic St Vincent’s Hospital and Clinical School,
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