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A typology of HIV self-testing support systems: a scoping review

Arron Tran https://orcid.org/0009-0007-2800-0941 A B , Nghiep Tran A , James Tapa B , Warittha Tieosapjaroen https://orcid.org/0000-0001-9712-9262 B C , Christopher K. Fairley https://orcid.org/0000-0001-9081-1664 B C , Eric P. F. Chow https://orcid.org/0000-0003-1766-0657 B C D , Lei Zhang https://orcid.org/0000-0003-2343-084X B C , Rachel C. Baggaley E , Cheryl C. Johnson E , Muhammad S. Jamil F and Jason J. Ong https://orcid.org/0000-0001-5784-7403 B C F *
+ Author Affiliations
- Author Affiliations

A Melbourne Medical School, Faculty of Medicine Dentistry and Health Sciences, The University of Melbourne, Melbourne, Vic, Australia.

B Melbourne Sexual Health Centre, Alfred Health, Melbourne, Vic, Australia.

C Central Clinical School, Faculty of Medicine, Nursing and Health Sciences, Monash University, Melbourne, Vic, Australia.

D Centre for Epidemiology and Biostatistics, Melbourne School of Population and Global Health, The University of Melbourne, Melbourne, Vic, Australia.

E Global HIV, Hepatitis and STI Programmes, World Health Organization, Geneva, Switzerland.

F Department of Communicable Diseases, World Health Organization Regional Office for the Eastern Mediterranean, Cairo, Egypt.

G Faculty of Infectious and Tropical Diseases, London School of Hygiene and Tropical Medicine, London, UK.

* Correspondence to: Jason.ong@monash.edu

Handling Editor: Michael Marks

Sexual Health 21, SH24037 https://doi.org/10.1071/SH24037
Submitted: 14 February 2024  Accepted: 4 June 2024  Published: 1 July 2024

© 2024 The Author(s) (or their employer(s)). Published by CSIRO Publishing. This is an open access article distributed under the Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License (CC BY-NC-ND)

Abstract

To maximise the benefits of HIV self-testing (HIVST), it is critical to support self-testers in the testing process and ensure that they access appropriate prevention and care. To summarise systems and tools supporting HIVST (hereafter, ‘support systems’) and categorise them for future analysis, we synthesised the global data on HIVST support systems and proposed a typology. We searched five databases for articles reporting on one or more HIVST support systems and included 314 publications from 224 studies. Across 189 studies, there were 539 reports of systems supporting HIVST use; while across 115 studies, there were 171 reports of systems supporting result interpretation. Most commonly, these were pictorial instructions, followed by in-person demonstrations and in-person assistance while self-testing or reading self-test results. Less commonly, virtual interventions were also identified, including online video conferencing and smartphone apps. Smartphone-based automated result readers have been used in the USA, China, and South Africa. Across 173 studies, there were 987 reports of systems supporting post-test linkage to care; most commonly, these were in-person referrals/counselling, written referrals, and phone helplines. In the USA, Bluetooth beacons have been trialled to monitor self-test use and facilitate follow-up. We found that, globally, HIVST support systems use a range of methods, including static media, virtual tools, and in-person engagement. In-person and printed approaches were more common than virtual tools. Other considerations, such as linguistic and cultural appropriateness, may also be important in the development of effective HIVST programs.

Keywords: HIV screening, HIV/AIDS, linkage to care, result interpretation, self-testing, support system, typology, virtual.

Introduction

The Joint United Nations Programme on HIV/AIDS (UNAIDS) has set a 2025 target for 95% of all people with HIV to be diagnosed, with 95% of these people on treatment and 95% of these having suppressed viral loads.1 Although laboratory and rapid tests are effective and widely accepted HIV testing approaches, opportunities to further decentralise HIV testing can help accelerate efforts to reach this target, especially among priority populations such as men who have sex with men (MSM) and adolescent girls and young women (AGYW). HIV self-testing (HIVST) involves an individual performing and interpreting their own HIV rapid test with an oral fluid or fingerprick sample in a location of their choosing (e.g. at home), with the aims of increasing self-awareness of HIV status and subsequently linking to services such as HIV care and prevention. HIVST is a highly accurate screening tool when correctly performed, however any reactive results must still be confirmed by a trained tester using a validated testing algorithm to confirm a diagnosis of HIV.2 Nonetheless, it is a testing modality that can overcome barriers to facility-based HIV testing, such as those related to privacy and accessibility.3

HIVST can improve the uptake of confirmatory HIV testing and initiation of antiretroviral treatment (ART) for those testing positive,2,4 as well as support initiation and continuation of HIV pre-exposure prophylaxis (PrEP) for those with a non-reactive result.5 In 2016, the World Health Organization (WHO) recommended HIVST to complement existing HIV testing services.2 Since then, there has been a substantial scale-up of HIVST, with more than 100 countries reporting relevant policies and implementation.6

While HIVST is accurate and acceptable,7 successful implementation requires appropriate systems (hereafter, ‘support systems’) to support self-testers. Support systems can include assistance performing a self-test (e.g. video instructions), interpreting the result (e.g. technology-assisted interpretation), and linking to the appropriate post-test services (e.g. counselling via live video conferencing). A 2018 systematic review found that laypeople can conduct their own self-tests with similar accuracy to healthcare workers; however, user error was still found.4 Therefore, there may exist a sub-population of HIVST users that would benefit from additional support, especially in settings where HIVST is new or where people have not used self-test kits before. Furthermore, HIVST changes how individuals and providers receive and deliver referrals, post-test support and linkage to appropriate HIV treatment and prevention services, which has raised concern for policymakers and self-testers about how HIVST users will be linked to sexual health services.8,9 Because self-testing increases privacy and confidentiality, individuals are not required to share their results or experience, making ongoing monitoring challenging for programs. Being able to link with individuals to collect data can help inform national and regional surveillance, but this must be balanced with the strength of HIVST in its privacy and confidentiality. Therefore, effective post-test support systems should support those with a reactive result to be linked to timely confirmatory testing and treatment services, with appropriate psychosocial support where needed.2 Those with non-reactive results should understand the importance of re-testing if at ongoing HIV risk and be supported to link to prevention services, such as PrEP, where appropriate.2

There are some systematic reviews related to support systems for HIVST. One examined methods to verify if HIVST users were linked to care,10 while another systematic review summarised the evidence relating to digital HIV self-testing supports.11 Another systematic review classified HIVST support tools related to instructions, demonstrations, observations, and supervision.12 However, to our knowledge, no attempts have been made to specifically examine HIVST support systems across all modalities and categorise them. The lack of a categorisation framework limits the possibility of a comprehensive systematic review. Therefore, the proposal of a categorisation system could enable analysis of the effectiveness of support systems in terms of accuracy of use and linkage to care, thereby allowing programs to select and develop support systems that best suit their local population and regional context. To this end, we sought to describe and understand the current landscape of HIVST support systems. Here, we conducted a global review to develop a typology for HIVST support systems assisting people to navigate the self-testing process.

Materials and methods

We conducted a global review following the framework of Arksey and O’Malley,13 and reported them according to the Preferred Reporting Items for Systematic reviews and Meta-Analyses extension for Scoping Reviews (PRISMA-ScR).14 The process involved comprehensively searching and screening the current literature, extracting data from primary studies, synthesising the results and summarising the evidence.

Search strategy and study selection

Our search strategy used terms related to the two overarching themes of HIV and self-testing, which were adapted for each database. We searched the following databases from January 2000 to March 2022: CINAHL Allied Health; Embase; MEDLINE; Scopus; and Web of Science. For a detailed search strategy, see Supplementary material file S1. We included primary studies that described and implemented one or more support systems for users of HIVST kits to use the test, interpret the results, or be linked to relevant services after performing the test. We excluded studies not available in English, those that did not conduct HIVST, or those where a support system was described but not implemented.

During the screening phase, duplicate studies were removed using Covidence and EndNote, and each abstract was assessed for eligibility by two independent reviewers (of AT, NT, or JT). Any discrepancies were assessed by a third reviewer (JO). Two reviewers (of AT, NT, or JT) completed data extraction independently, with a third reviewer (JO) checking for accuracy and resolving any conflicts.

Data synthesis

The following data were extracted: authors’ names; year of publication; article title; study site; study setting; study type; study population; support systems for test usage; result interpretation; and post-test linkage. We defined a ‘support system’ as any system or tool that assists an HIVST user in performing the self-test, interpreting the result, or being linked to follow-up services such as treatment and PrEP. While all HIVST kits include manufacturer instructions for use (IFU), we only reported support systems that were explicitly described. Study authors were contacted by email where information about support systems was unclear.

Measures of frequency (count, percentages) were used to summarise the characteristics of the included articles. To develop our typology, we used an inductive thematic analysis to identify categories of support systems for each stage of the self-testing process. After extracting qualitative data on support systems, we identified both broad categories and more specific sub-categories de novo, which were inductively refined as each support system was coded. These nested categories were then reviewed against their relevance to the support of HIVST, and any support systems or categories deemed irrelevant were removed.

Where possible when quantitatively reporting frequency, we first linked articles reporting on the same study, program, or trial (hereafter, ‘studies’). Our data focuses on studies rather than articles to minimise the impact on our results of multiple articles reporting on the same study and support systems.

Role of the funding source

The funders had no role in the analysis or interpretation of the research or the decision to submit it for publication.

Results

We screened 14,385 abstracts and assessed 996 full-text articles; 314 articles (representing 224 studies) were included in this review (Fig. 1). While studies from eastern and southern Africa were the most common (n = 101, 45.1%), studies were evenly distributed across country income level (Table 1). The latest publication date of the majority of studies (n = 203, 90.6%) was after the 2016 WHO guidelines on HIVST were published;2 35 (15.6%) studies used an experimental or comparative study design; and 84 studies included MSM (37.5%) (Table 1). A list of included studies and their characteristics is in Supplementary material file S2.

Fig. 1.

Study selection.


SH24037_F1.gif
Table 1.Characteristics of included articles and studies.

ArticlesStudies
n%n%
Region of the world
 Eastern and southern Africa15750.010145.1
 Western and central Europe and North America8326.46227.7
 Asia-Pacific4715.04218.8
 Western and central Africa185.7156.7
 Latin America and the Caribbean134.162.7
 Eastern Europe and central Asia10.310.4
 Middle-East and north Africa10.310.4
Country income level
 High9129.06930.8
 Upper-middle8025.56227.7
 Lower-middle7222.95424.1
 Low8025.54721.0
Latest year of publication
 2021–March 202210533.48738.8
 2016–202018258.011651.8
 2011–2015268.3208.9
 2000–201010.310.4
Study type
 Experimental11336.03515.6
 Non-experimental20364.619185.3
Study population
 MSM11336.08437.5
 General population7022.35022.3
 FSW3511.12410.7
 Pregnant/postpartum216.7167.1
 Young people165.1156.7
 AGYW82.573.1
 PWUD72.273.1
 OtherA8627.47433.0

Regions of the world are according to the UNAIDS classification.

‘Articles’ refer to individual papers; ‘studies’ refer to the number of unique studies, programs, or trials (which can include multiple articles).

MSM, men who have sex with men; FSW, female sex worker; AGYW, adolescent girls and young women; PWUD, people who use drugs.

A ‘Other’ category includes sexual partners, truck drivers, cultural minorities, trans and gender-diverse people. A full list of included studies and their characteristics is in Supplementary material file S2.

Seventy (31.2%) studies reported a support system in a language other than English. These included both official languages,15 as well as local or regional languages.16 Choice of language was sometimes possible; for example, a study in the Democratic Republic of Congo provided a leaflet adapted and translated from the manufacturer IFU to be easy to read in French, Lingala and Swahili,17 and a South African phone helpline provided support in all 11 official languages.18 Some support systems were also specifically adapted to be relevant to local and specific contexts: a Tanzanian randomised controlled trial (RCT) in young people used a young female Tanzanian actor who provided instructions in Swahili,19 and a Swazi implementation study filmed video instructions in English and siSwati, with male and female versions.20

Support systems for the use of HIVST kits

A three-level classification was developed (Fig. 2). The levels descend in hierarchy, and relate to the type of support system, its medium, and execution or delivery, respectively. For example, instructions (Level 1) may have been pictorial or a video (Level 2), which may have been produced by the manufacturer or custom-made for the program (Level 3). Across 189 studies, systems supporting HIVST use were reported 539 times (Table 2). These systems are in Table 3.

Fig. 2.

Typology structure for support systems for HIVST usage and result interpretation. (a) Visual representation of the typology hierarchy. (b) Example of the typology for HIVST usage.


SH24037_F2.gif
Table 2.Typology for support systems for HIVST usage.

Support systemn%
Instructions24345.1
Pictorial12651.9 A
  Manufacturer4938.9 B
  Custom3023.8
  Smartphone app75.6
  Translated into a different language43.2
  Online21.6
  Unspecified3427.0
Video6828.0
  Online URL2831.2
  Video shown at the time2232.4
  Smartphone app1217.6
  Available on-site22.9
  USB11.5
  Unspecified34.4
Virtual20.8
  Smartphone app150.0
  Chatbot150.0
Unspecified4719.3
In-person live training9718.0
Demonstration/instructions only8082.5
  Trained professional5366.3
  Trained peer1417.5
  Trained layperson78.8
  Unspecified67.5
Interactive training1111.3
  Trained professional433.3
  Trained peer433.3
  Trained layperson216.7
  Unspecified18.3
Other44.1
  Instructions re-read in the local language125.0
  Using a visual model125.0
  Assistance with setting up the app125.0
  Self-tester able to ask questions125.0
Unspecified22.0
Live support15027.8
In-person support7147.3
  Trained professional4867.6
  Trained peer1723.9
  Trained layperson45.6
  Untrained peer11.4
  Unspecified11.4
Phone support6140.7
  Trained professional3963.9
  Trained peer34.9
  Manufacturer helpline34.9
  Trained layperson11.6
  Unspecified1524.6
Live chat106.7
  Trained professional990.0
  Unspecified110.0
Online live video support64.0
  Trained professional583.3
  Trained peer116.7
Unspecified21.3
Social network427.8
Partners2969.0
  Trained to test1448.3
  Trained to test and distribute1241.4
  Trained to distribute26.9
  No training specified13.4
Peers921.4
  No training specified444.4
  Trained to test333.3
  Trained to test and distribute111.1
  Trained to distribute111.1
Household members24.8
  Trained to test150.0
  No training specified150.0
Other social networks24.8
  Trained to test and distribute2100
Other71.3
Other tools685.7
  Timer/clock provided583.3
  Earbuds116.7
Reimbursement/incentive114.3
  Internet data access voucher1100

Three levels are represented, with indents denoting a sub-level in the typology. Percentage frequencies are based on the count of the associated parent level. Grand total n = 539 reports of support systems.

A Percentage is calculated n/N where N is the count for the parent level; e.g. 126/243 = 51.9%.
B Percentage is calculated n/N where N is the count for the parent level; e.g. 49/126 = 38.9%.
Table 3.Description of typology for support systems for HIVST usage.

Support systemDescription
InstructionsInstructions which did not involve interaction with a person.
 PictorialPictorial instructions using printed or digital media. Manufacturer IFUs were classified as pictorial by default. Custom instructions were those developed specifically for the study, such as those using simplified language. Also includes instructions described as ‘written’.
 VideoVideo instructions may have been from the manufacturer or developed specifically for the study.
 WrittenInstructions described as ‘written’ with or without any further information were classified here. Other descriptions as per Pictorial instructions.
 VirtualInstructions provided through a smartphone app or a chatbot.
In-person live trainingTraining by a trained professional, peer, or layperson on the use of HIVST before the person used the kit.
 Demonstration/instructions onlyDidactic training in a one-on-one or group setting.
 Interactive trainingTraining which allowed the person to ask questions or be asked to demonstrate their understanding.
 OtherAs listed in Table 2.
Live supportSupport available from trained professionals, peers, and laypeople while the person was conducting the self-test.
 In-person supportConducted HIVST in the presence of a person available to observe and/or assist.
 Phone supportProvided with phone numbers of helplines or dedicated staff who can provide advice on HIVST usage.
 Live chatTrained professionals available through an online live chat.
Online live video supportLive video conferencing.
Social networkHIVST kits were provided by social networks such as partners, peers, and household members. These social networks may have been trained on how to use HIVST, how to provide the kit to others, or both.
OtherEquipment was provided, such as timers or clocks, and earbuds to watch videos. Data vouchers were also provided allow self-testers to view instructions and videos on their mobile device.

Indented support systems denote a sub-level.

Instructions

A total of 243 (243/539, 45%) published instructions were reported, such as pictorial instructions (126/243, 52%) and videos (68/243, 28%).21 Pictorial instructions included manufacturer information for use,22 as well as those translated into different languages and versions that were rewritten using simpler language.17,23 HIVST instructions were also tailored to the local context: a Tanzanian RCT in youth of low socio-economic status developed pictorial instructions that were accessible to those without internet access and did not require an understanding of written language.19 This study also developed a video featuring a young female Tanzanian actor explaining the use of these instructions in the local language.19 Videos produced by the HIVST kit manufacturer were also sometimes provided.24 The development of instructions was also feedback-driven: a South African diagnostic evaluation study provided instructions in six official languages; the instructions were then modified based on common errors.25 Other than videos, instructions were also made available through online platforms,26 and smartphone applications (apps).27 A South African study developed the Aspect™ HIVST app, which guided users through the HIVST process, including step-by-step, pictorial guidance based on the manufacturer IFU.27

In-person live training

A total of 97 support systems (97/539, 18%) involved in-person live training in one-on-one or group settings before a person conducts HIVST. Most live training supports utilised a didactic approach (‘demonstration/instruction only’, 80/97, 82%), which included explanations,28 or re-reading of instructions in the local language.29 A minority of studies used an interactive training approach (11/97, 11%), which included trainers asking participants to re-perform a demonstration they had just watched,30 competency testing (quizzing of participants on the HIVST process),31 and allowing participants an opportunity to ask questions.32

Live support

There were 150 reports (150/539, 28%) of live support available while a participant performed a self-test. These supports were run by trained professionals (e.g. counsellors),15 trained peers,33 and manufacturer staff.34 Most commonly, this was in-person assistance (71/150, 47%): a Kenyan RCT offered participants the choice to use an HIVST kit in a private room with an HIV testing counsellor, who could answer questions and offer corrections on using the kit if needed.35 Remote support was also available through phone helplines (61/150, 41%),15 instant messaging (10/150, 7%),36 and online video conferencing (6/150, 4%).37 Avenues for phone support included manufacturer 24-hour hotlines,38 non-government organisations,39 government-funded helplines,40 healthcare professionals,15 and trained laypeople.41 In two Nigerian studies, due to mental health concerns relating to HIVST, phone helplines staffed by trained counsellors or peers were set up to provide support on HIVST kit use and other support services such as counselling and referrals to HIV care.41 Support through instant messaging services was available through commonplace channels such as social media (e.g. WhatsApp),42 as well as functionalities such as app-integrated chat.36 Support through online video conferencing was least common (6/150, 4%). In an RCT in the USA, transgender youth were randomised to a remote video counselling intervention: HIVST kits were delivered to self-testers’ homes and a video conference call was scheduled, where the counsellor would conduct the appropriate pre-test counselling and then guide the person through the use of the self-test.43

Social networks and other support systems

There were 42 reports (42/539, 8%) of support through social networks (secondary distributors), such as sexual partners and peers (e.g. other female sex workers),44,45 to act as support systems for self-tests. In a Kenyan pilot study, female sex workers and women seeking antenatal care were trained to perform a self-test, and then supported to act as test promoters to train their partners.30 They also received support for minimising inter-personal violence risk when distributing HIVST kits, helpline numbers, and details of local inter-personal violence services.30

Support systems for interpretation of results

Across 115 studies, systems supporting the interpretation of results were reported 171 times (Table 4). Similar to HIVST usage, a three-level hierarchy was used (Fig. 2). These were categorised in the same way as HIVST use, with any additional categories described in Table 5. There were 88 reports (88/171, 51%) for instructions, similar to those for test usage, using media such as pictorial (62/88, 70%),46 video (13/88, 15%),20 and smartphone/digital (5/88, 6%).47 Furthermore, there were 20 reports of in-person training in didactic (18/20, 90%),48 and interactive forms (1/20, 5%).19

Table 4.Typology for support systems for the interpretation of results.

Support systemn%
Instructions8851.5
Pictorial6270.5 A
  Manufacturer3253.3 B
  Adapted1118.3
  Custom46.7
  Translated23.3
  Unspecified1321.7
Video1314.8
  Manufacturer538.5
  Smartphone app215.4
  Custom17.7
  Translated17.7
  Unspecified430.8
Digital55.7
  Smartphone app5100
Unspecified89.1
Assisted interpretation4526.3
In-person support2146.7
  Trained professional1257.1
  Trained layperson523.8
  Untrained peer29.5
  Trained peer14.8
  Unspecified14.8
Phone support920.0
  Trained professional666.7
  Unspecified333.3
Virtual817.8
  Smartphone app scanner337.5
  Select a corresponding image337.5
  Remote interpretation support225.0
Live video36.7
  Trained professional3100
Instant messaging24.4
  Trained professional2100
Phone call12.2
  Trained professional1100
Online12.1
  Trained professional1100
In-person live training2011.7
Demonstration/instructions only1890.0
  Trained professional1055.6
  Trained layperson422.2
  Trained peer422.2
Interactive training15.0
  Trained professional1100
Unspecified15.0
  Trained professional1100
Results verification137.6
In-person646.2
  Trained professional583.3
  Trained layperson116.7
Online430.8
  Trained professional4100.0
Live video323.1
  Trained professional3100.0
Social network52.9
Partners480.0
  Trained to interpret375.0
  Trained to support interpretation125.0
Household members120.0
  Trained to support interpretation1100

Three levels are represented, with indents denoting a sub-level in the typology. Percentage frequencies are based on the count of the associated parent level. Grand total n = 171 reports of support systems.

A Percentage is calculated n/N where N is the count for the parent level; e.g. 62/88 = 70.5%.
B Percentage is calculated n/N where N is the count for the parent level; e.g. 32/62 = 53.3%.
Table 5.Description of typology for support systems for interpretation of HIVST results.

Support systemDescription
Assisted interpretationAssistance to interpret the result obtained, either by a person or using technology.
 In-person supportA person was available to assist.
 Phone supportProvided with phone numbers of helplines or dedicated staff who can provide assistance with result interpretation.
 VirtualSmartphone apps which could scan results and provide assisted or automated interpretation of results. Photos of results sent to a remote centre to be interpreted by a person.
 Phone callSelf-testers received an inbound phone call.
Result verificationResults sent to another person (trained professional or layperson) who verifies the self-test result.
Social networkHIVST kits were provided by social networks such as partners, peers, and household members. These social networks may have been trained on how to use HIVST, how to provide the kit to others, or both.
OtherEquipment was provided, such as timers or clocks, and earbuds to watch videos. Data vouchers were also provided allow self-testers to view instructions and videos on their mobile device.

Indented support systems denote a sub-level. Descriptions are only provided for those not described in Table 3.

There were 45 reports (45/171, 26%) of support systems that can actively assist self-testers in interpreting their result. These included in-person assistance (21/45, 45%),49 virtual tools (8/45, 18%),50 phone support (9/45, 20%),15 live video conferencing (3/45, 7%),51 and instant messaging (2/45, 4%).42 In the USA, the SMARTtest user-designed mobile app was trialled with cisgender men and transgender women who have sex with men. This app featured a scanning feature where the self-tester could take a photo of their test, and the app would provide a written interpretation of the result.50 Sample images for each result type were also available as a backup if the scanning feature did not work.50 The iTest app was piloted by Nigerian youth; this app prompted users to take a photo of their self-test result, which would then be placed side-by-side with an interpretation guide.52 There were 13 reports of support systems where results were verified after independent interpretation by the self-tester. These were performed in-person (6/13, 46%),53 through live video conferencing (3/13, 23%),54 or by uploading a photo to an online system (4/13, 31%).55 In a cluster-randomised trial in Lesotho, village health workers left HIVST kits for young people declining home-based HIV testing; they would later return to re-read results and provide appropriate follow-up support.53

Support systems for linkage to services after performing HIVST

A four-level classification was developed (Fig. 3), of which three levels are in Table 6. The highest level (Level 1) defines the self-test result (reactive, non-reactive, or indeterminate) under which a support system is offered, while the remaining three sub-levels (Levels 2–4) descend in hierarchy to describe the service offered (e.g. ART initiation), the method of linkage (e.g. referral), and medium (e.g. written referral), respectively. Across 173 studies, systems supporting self-testers’ linkage to appropriate post-test services were reported 987 times (Table 6). Descriptions for the services offered and methods for linkage are in Tables 7 and 8, respectively.

Fig. 3.

Typology structure for support systems for post-test linkage to services. (a) Visual representation of the typology hierarchy. (b) Example of the typology.


SH24037_F3.gif
Table 6.Typology for support systems for post-test linkage to services.

Confirmatory testing (N = 246)ART initiation (N = 185)Prevention services (N = 174)Counselling (N = 170)Further testing (N = 59)Adjunct support services (N = 34)Unspecified (N = 107)Total
n%n%n%n%n%n%n%n
Immediate services4317.5 A105.44525.95733.5610.225.921.9165
 Research setting3069.8 B550.01635.61729.8466.772
 Field setting716.3110.02453.32543.9233.3150.02100.062
 Healthcare setting614.0440.048.91424.6150.029
 Unspecified12.211.82
Referral (delayed linkage)11145.19652.24827.6158.83050.8514.72523.4332
 In-person4036.04041.71531.3533.31550.0120.0936.0126
 Written referrals2018.01616.7816.7320.0516.7240.0728.061
 Phone call54.544.224.213.332
 Phone number1210.888.312.113.328.024
 Live video65.444.2918.813.3120.014.022
 Home re/visit12
 Instant messaging43.622.124.226.714.011
 Smartphone app33.1213.313.36
 Online16.714.02
 Unspecified1513.51010.4510.4213.326.714.035
Instructions or information2711.02312.53218.4137.61016.9823.52220.6135
 Written1037.0939.11237.5753.8220.0450.01777.361
 In-person622.2521.7618.817.7440.0225.0313.627
 Smartphone app13.7313.039.4323.1220.014.513
 Instant messaging13.714.339.417.7110.07
 Online311.139.46
 Video13.714.326.314.55
 Phone number13.726.3112.54
 Phone call13.714.3110.03
 Email13.714.32
 Unspecified27.428.713.117.7112.57
Home visit or follow-up meeting62.421.110.652.923.410.920
 Trained professional777.82100.0120.02100.012
 Trained layperson111.11100.0480.01100.07
 Trained peer111.11
Online62.421.1179.874.111.725.935
 Live video116.71270.6228.61100.0150.017
 Smartphone app116.7150.0211.8457.18
 Website466.7317.6150.08
 Unspecified150.0114.32
Phone support83.384.331.73118.223.41544.13532.7102
 Trained professional450.0450.0266.72167.71386.72365.767
 Trained layperson225.0225.0133.313.2150.07
 Trained peer112.513.212.93
 Unspecified112.5225.0825.8150.0213.31131.425
Phone call83.384.352.91810.635.165.650
 Trained professional787.5787.55100.01583.3266.7583.343
 Trained layperson112.5112.515.6133.34
 Trained peer15.6116.72
 Unspecified15.61
Instant messaging20.842.284.712.965.621
 Trained professional375.0675.01100.0583.315
 Trained peer150.0112.52
 Automated112.51
 Unspecified150.0125.0116.73
Offer to accompany104.173.817
 Trained professional550.0342.98
 Trained peer440.0342.97
 Trained layperson110.0114.32
Notification beacon10.610.62
 Phone call1100.01100.02
Reimbursement or incentive104.173.863.431.811.732
 Transport550.0457.1350.0133.31100.014
 Money330.0114.3116.75
 Deposit refund133.35
 Lottery ticket110.0114.3116.73
 Subsidised110.0114.3116.73
 Kit cost reimbursed133.31
Social network83.331.663.421.232.822
 Partners787.5266.76100.02100.03100.020
 Peers112.5133.32
Other21.12
 Sent by mail2100.02
Unspecified72.8147.684.674.146.812.976.550

Three levels are represented: columns represent the service offered, while rows represent the support system type (with indents denoting a sub-level in the typology). Services and support systems not included in the table: Other (N = 7, reimbursement, n = 5 (71%); equipment provided, n = 2 (29%)); and Follow-up (N = 6, referral/counselling, n = 2 (33%), phone call, n = 2 (33%), unspecified, n = 2 (33%)). Grand total n = 987 reports of support systems.

A Percentage is calculated n/N where N is the count for that column; e.g. 43/246 = 17.5%.
B Percentage is calculated n/N where N is the count for the parent level; e.g. 30/43 = 69.8%.
Table 7.Description of services in the typology for support systems for post-test linkage.

ServiceDescription
Confirmatory testingClinic-based HIV testing, including adjuncts such as disease staging, CD4 counts, and viral load
ART initiationInitiation and retention of HIV treatment
Prevention servicesPrEP and PEP services, voluntary male medical circumcision, safer sex supplies (e.g. condoms), HIV prevention counselling, drug and alcohol counselling
CounsellingPost-test counselling, results counselling
Further testingHIV clinic-based testing, STI testing (and treatment), further HIVST testing
Adjunct support servicesPsychosocial supports e.g. mental health, violence support, family planning, people living with HIV groups
Table 8.Description of linkage methods in the typology for support systems for post-test linkage.

Support systemDescription
Immediate linkageService was provided at the same time that the HIVST result was obtained
Referral (delayed linkage)Referral or counselling to be linked to a particular service
Instructions or informationInstructions on next steps after HIVST Information on different post-testing services
Home visit or follow-up meetingA trained person (1) visited or returned to the self-testers home to offer or provide the service, or (2) scheduled a follow-up meeting at an agreed location
OnlineOnline-based support services or systems
Phone supportProvided with phone numbers of helplines or dedicated staff who can provide advice on HIVST usage
Phone callSelf-testers received an inbound phone call
Instant messagingInstant messaging services including SMS, social media, and WhatsApp
Offer to accompanyA trained person offering to accompany the self-tester to attend a service
Notification beaconBluetooth beacons that would notify counsellors when a HIVST kit has been opened 56
Services offered

The most common services offered were confirmatory testing (246/987, 25%), ART initiation (184/987, 19%), and prevention services such as PrEP (174/987, 18%). Further testing options (59/987, 6%) included regular facility-based HIV re-testing,47 the provision of more HIVST kits,57 and testing for other STIs;58 while adjunct support systems (34/987, 3%) included psychological support,26 peer support,46 violence support,18 and legal advice.18 The South Africa National AIDS Helpline provides an integrative multi-lingual service that allows self-testers to receive post-test counselling and referrals to confirmatory testing and care.18 The counsellors are also trained to provide basic emotional support, and can also refer to organisations and hotlines relating to violence, family matters, legal advice, and suicide.18

Many services were offered specifically for those with reactive (438/987, 44%), non-reactive (128/987, 13%), or indeterminate results (20/987, 2%). For support systems relating to reactive results (N = 438), the most common services linked were ART initiation (183/438, 42%) and confirmatory testing (135/438, 31%); while for non-reactive results (N = 128), the most common services were prevention services (e.g. PrEP, risk reduction counselling; 74/128, 58%), and further testing (25/128, 20%).

Support systems

The most common support systems offered were referrals (332/987, 34%), immediate services (165/987, 17%), and phone helplines (102/987, 10%). Referrals (N = 332) were available in forms such as in-person interactions (126/332, 38%),59 written referrals (61/332, 18%),16 and inbound phone calls (32/332, 10%).60 In a Canadian cohort study, self-testers would receive a follow-up call after reporting their self-test result online; those with reactive results received support and referral to seek confirmatory test, while those with non-reactive results received counselling on window periods, re-testing, and PrEP.60 Of the services (e.g. confirmatory testing, ART) offered immediately (N = 165), these were mostly studies being conducted in research or simulated settings (72/165, 44%).25 However, many HIVST kits were also distributed in the field and mobile outreach sites (62/165, 38%),61 as well as healthcare settings (e.g. clinics; 29/165, 18%),62 where users were given an opportunity to perform the self-test in a private location on-site.

Other support systems include home visits or follow-up meetings (20/987, 2%),63 offers to accompany people to facility services (17/987, 2%),55 and notification beacons (n = 2/987, <1%).64 In a Zambian cluster-randomised trial of door-to-door HIVST distribution, community providers returned for a follow-up visit.63 Trained peers have also been used in a Chinese cross-sectional study, where peer navigators would accompany those with a reactive result to confirmatory testing, treatment, and care services.55 To further extend the reach of support services, an RCT in the USA used the eTEST kit, an HIVST kit with an in-built Bluetooth beacon. This beacon would send a signal to counsellors (via a paired app pre-downloaded on the user’s phone) once the kit had been opened, allowing counsellors to follow up with a phone call within 24 h to check whether the kit had been used and to offer appropriate counselling and referrals.64

Discussion

We developed a typology to categorise the range of support systems for the HIV self-testing process: from using the self-test kit, to interpreting the result, to linking to relevant post-test services. To our knowledge, this is the first attempt to define and classify such support systems across a breadth of modalities. Our typology aligns approximately with the brief HIVST support tools classification described by Jamil and colleagues relating to instructions, demonstration, and supervision.12 Previous systematic reviews have described and summarised HIVST result verification to support linkage to care and digital support systems.10,11 Our typology reveals a wide spectrum of available support systems, which could be delivered together to address different issues across populations. In addition to established systems that utilise print and in-person services, we found technology integration could be potentially promising in improving accessibility and accuracy. The vast majority of support systems were implemented or studied after the WHO recommendations in 2016, which drove significant growth in studies on HIV self-testing, as well as in development of a wider range of support systems. Prior to this, most support systems reported were more rudimentary in nature, such as pictorial instructions and counselling.

The typology proposed here provides a framework for future analysis and comparison of the acceptability, uptake, and effectiveness of different support systems. While Figueroa and colleagues found that HIVST could be accurately performed by laypeople, errors were still reported,4 suggesting that there is an unmet need in assisting people to perform HIVST. Our typology provides a high level summary of support systems which can be considered and compared to allow users in a given socio-cultural and economic context to use HIVST kits and interpret their result most effectively. Similarly, it is important to examine how support systems can help link HIVST users to sexual health services, such as HIV treatment. Support systems in our typology can be compared in how they help to achieve outcome measures such as linkage to HIV care, commencement of treatment, and viral suppression. Implementation measures such as cost effectiveness of support systems can also be examined. Furthermore, the target population of a HIVST intervention may also be an important consideration. Only 37.5% of our included studies focused on MSM, despite their increasing importance as a key population for new HIV infections in the past decade.65 However, we also note that the vast majority of our included studies originated from sub-Saharan Africa, where HIV transmission is most predominant in women, especially AGYW.66 Finally, for healthcare and public health practitioners, our typology can also act as a catalogue of possible support systems that can be implemented, however feasibility must be considered in each context.

We found diverse support approaches, including print, in-person, and virtual. These were used both as singular approaches and in combination to improve the understanding of instructions and information by self-testers.19 While many HIVST kit manufacturers already include videos and toll-free hotlines as part of their kits,34,67 in-person and live support systems may help new self-test users understand instructions and perform self-tests. However, the financial cost of training and sustaining personnel for these support systems can be significant when scaling up HIVST programs.68 Offering multiple options allows individuals to select instructions according to personal preferences and circumstances.69 The breadth of the options provided should consider accessibility and understandability. For example, health literacy and educational level have been highlighted as barriers for some people to understand self-testing instructions.22,70 Also, virtual options may not be suitable for those without reliable internet access or limited digital literacy.71 Similarly, it is important to consider how linguistic and cultural contexts can influence a user’s engagement with instructions. Instructions should be available in local languages and be developed and reviewed by communities and end-users.23 Furthermore, the contextual meaning of symbols and diagrams can be confusing for some in different cultural contexts. For example, Simwinga and colleagues found that some individuals in Malawi and Zambia did not easily associate a knife and fork symbol with eating.22 Understandability of instructions has also been reported as an issue with manufacturer instructions for COVID-19 self-tests.72 Finally, developing culturally appropriate support systems can help emphasise linkage to care messaging. Using local influencers in instructional videos and associating linkage to care with community roles may be helpful in this respect.19 Having a range of support systems available across different modalities can help HIVST users navigate the self-testing process. There must also be consideration of linguistic and cultural appropriateness, with community input.

Technology can bridge the gaps in accessibility and usability at all stages of HIVST. Using video instructions alongside pictorial instructions may improve some users’ ability to accurately perform the test and interpret the results compared to pictorial instructions alone.21 Mobile applications with scanning software that can accurately interpret the test result, such that it reads test results and converts to a textual output for the tester,50 may support users in reducing errors in result interpretation. Additional linkage to care pathways can be provided through which the individual can forward the scanned results to healthcare providers for a follow-up of reactive results for confirmation testing, ART, and psychosocial support and counselling.73 Virtual counselling, such as online video-based or text message-based chat conducted by professional counsellors,54 or peers,33 can be used to increase HIVST support by providing testing guidance and support during pre-testing and testing, and by providing referral and linkage to care support in post-testing. The use of machine learning-based chatbots in healthcare, which has been demonstrated to provide medical support empathically and accurately, may also be a future option to explore.74 However, while technology-based support systems are an area for innovation in the development of effective HIVST programs, they come with their own challenges. Healthcare providers must be aware of and address data security concerns relating to the confidentiality of sensitive data, particularly when sharing reactive test results.73 Implementation cost is also important and should be considered in the context of local resourcing and program needs.75 Overall, the application of technology in HIVST programs can be beneficial, however, it may not be suitable in all situations.

In this global review, we searched and examined articles without limitation on population, study type or geographical region. However, we have identified some limitations of our work. First, some articles were unclear on the reporting of their support systems, such as the exact nature of a support system or distinguishing between HIVST use and results interpretation. Where needed, we contacted corresponding authors for clarification (nine emails with six responses, 66% response rate). To facilitate future research on support systems, we recommend that support systems be reported in sufficient detail to allow broad replicability. Second, as there is no previously established terminology or typology relating to HIVST support systems, our search may have missed some relevant papers; however, due to the breadth of the search, we believe that we were able to capture the different types of support systems used. Finally, our review did not examine the acceptability, uptake, or effectiveness of support systems, which we recommend for future research. Our typology may act as a framework for future research into these measures. Gathering evidence for effective support systems can facilitate the development, implementation, and scale-up of global HIVST programs to reach the UNAIDS 2025 target and also provide important knowledge for other self-testing approaches across diseases.

Conclusion

Our typologies can facilitate future analysis and development of HIVST support systems. Systems that support HIV self-testing globally utilise diverse methods, including static media, digital tools, and in-person interactions. In-person and print-based methods are more prevalent, but newer virtual solutions can address accessibility and accuracy challenges. Creating synergies and ensuring linguistic and cultural appropriateness of support systems can improve the effectiveness of HIV self-testing, thereby contributing to ending HIV as a public health threat (UN Sustainable Development Goal, Target 3.3).76 Finally, while our work was specific for HIVST, our typology and analysis can be generalisable as a framework for developing self-testing programs across a range of infectious diseases (e.g. COVID-19, viral hepatitis, syphilis).

Supplementary material

Supplementary material is available online.

Data availability

The data that support this study will be shared upon reasonable request to the corresponding author.

Conflicts of interest

CCJ, MSJ and RCB are current World Health Organization staff members. The authors alone are responsible for the views expressed in this publication, and they do not necessarily represent the views, decisions, or policies of the institutions with which they are affiliated. EPFC has received research funding to their institution from Merck and Seqirus, outside of the submitted work. MSJ has received research funding to their institution from BMGF and received funding to WHO from USAID, outside of the submitted work. JJO, LZ, and EPFC are Editors of Sexual Health. To mitigate this potential conflict of interest they had no editor-level access to this manuscript during peer review.

Declaration of funding

JJO and EPFC are each supported by the Australian National Health and Medical Research Council (NHMRC) Emerging Leadership Investigator Grant [GNT1193955 for JJO; GNT1172873 for EPFC]. CKF is supported by an Australian NHMRC Leadership Investigator Grant [GNT1172900]. CCJ is supported by funding under the Unitaid-WHO HIV and Co-Infections/Co-Morbidities Enabler Grant (HIV&COIMS). The funders had no role in the analysis or interpretation of the research or the decision to submit it for publication.

Author contributions

JJO conceived the idea. AT, NT and JT did the screening, data extraction and wrote the first draft of the manuscript. All authors contributed to interpreting the results and subsequent edits of the manuscript and had final responsibility for the decision to submit for publication.

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