SafetyCulture Summit 2020

Contact Tracing Form

Ensure legibility and traceability of your contract tracing data

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Published October 6th, 2020

What is a Contact Tracing Form?

A contact tracing form is a document that helps health professionals determine who a sick person caught an illness from and track every possible person they have been in contact with while infectious. It helps effectively carry out the contact tracing process, guide those who have been exposed on what to do next, and prevent onward transmission of a disease, such as COVID-19.

This article will feature:

  • the importance of contact tracing amidst COVID-19;
  • how the contact tracing process works;
  • advantages of having a paperless contact tracing process; and 
  • free ready to use downloadable contact tracing forms.

Importance of Contact Tracing Amidst The COVID-19 Pandemic

Even before the current COVID-19 pandemic, contact tracing has been used to help contain the transmission of infectious global diseases, such as measles, Ebola (2014), and SARS-CoV(2002); with the current COVID-19 pandemic the world is facing,  contact tracing especially plays a vital role in breaking the chains of human-to-human transmission of the SARS-CoV-2 coronavirus, which can be spread by people who have no symptoms. 

In the context of COVID-19, contact tracing requires identifying persons, listed on a contact tracing form,  who may have been exposed to a person with COVID-19 and following them up daily for 14 days from the last point of exposure. As COVID-19 transmission can happen before symptoms appear, contacts should remain in self-quarantine during the 14-day monitoring period to restrain the possibility of exposing other people to infection should they become ill. 

With contact tracing, all potential cases are identified, quarantined, and followed-up to ensure rapid isolation, testing, and treatment in case they develop symptoms. The process also helps public officials develop appropriate policy decisions around stay at home orders, travel restrictions, and economic shutdowns. Along with the proper implementation of testing, social distancing, and quarantine protocols, contact tracing serves as an essential public health strategy against epidemics. 

Contact Tracing: How Is It Done?

The World Health Organization (WHO) has summarized the contact tracing process into three basic steps: 

CDC contact tracing form flowchart

Contact identification

Once someone is confirmed as infected with a virus, contacts are identified by asking about the person’s activities and the activities and roles of the people around them since onset of illness. Contacts can be anyone who has been in contact with an infected person: family members, work colleagues, friends, or health care providers. All of these should be properly recorded on the contact tracing form.

Contact listing

All persons considered to have contact with the infected person should be listed as contacts. Efforts should be made to identify every listed contact and to inform them of their contact status, what it means, the actions that will follow, and the importance of receiving early care if they develop symptoms. Contacts should also be provided with information about prevention of the disease. In some cases, quarantine or isolation is required for high risk contacts, either at home, or in hospital.

Contact follow-up

Regular follow-up should be conducted with all contacts to monitor for symptoms and test for signs of infection.

Strengthen your documentation process with a digital contact tracing tool 

In the absence of a COVID-19 vaccine, contact tracing serves as one of the best defences against further outbreaks. For public health professionals and establishment owners, shifting to a digital contact tracing process can help improve the efficiency of manual contact tracing and case investigations. 

iAuditor by SafetyCulture, a powerful inspection tool, can help support contact tracers and establishment owners easily convert paper-based contact tracing forms into digital and transform their contact tracing process.. With iAuditor, you can:

  • create and customize contract tracing forms according to the prescribed requirements in your location; 
  • ensure privacy and confidentiality of significant volumes of patient or visitor information;
  • improve legibility of crucial contact tracing data;
  • improve traceability of data with data saved in cloud storage;
  • have the ability to send notifications in multiple formats, such as email and SMS to intended recipients; and
  • easily use the forms on a mobile device, whether online or offline.

We have prepared free contract tracing forms below that you can use to help you, your community, and your organization gradually try a digital contact tracing process. 


John Derick Flores

SafetyCulture Staff Writer

Dirk is a contributing writer for SafetyCulture who has 3+ years of experience being a Safety Officer in an international airline. Over the course of his tenure, he worked on projects involving training management, ramp safety inspections, quality & safety certification audits, and safety promotion programs. Further, he is interested in maximizing the power of technology to help make the world a better place.