Participants included representatives from universities and governments across Canada and specialists from the United States (which has a much higher incidence of Lyme disease than Canada) who presented background papers reflecting their experience and expertise in each of the four areas.
Statements emerging from workshop discussions reflect consensus based on current knowledge and are subject to change in the light of ongoing research. These statements are intended to serve as a guide for those involved in the investigation, control and treatment of Lyme disease in Canada.
*Adaptations of these approaches appropriate to the biology of Ip should be applied to establish its status in a locality. Further research is necessary to establish appropriate approaches to defining the status of Ip in the Canadian environment.
Established (endemic)
All three stages -- larva, nymph and adult -- are present in a locality (a contiguous sampling area) on resident animals or in the environment for at least 2 consecutive years. Adventitious
Findings are only sporadic, both temporally and spatially, and usually involve a single stage of the tick.
Not present
Ticks are not found after the following studies: (a) examination, in one locality, of a minimum of 30 small mammals for immature ticks under magnification or by digestion of skins in potassium hydroxide at a time of year when immature stages are expected to be present (usually May to August), which gives a 95% probability of detecting infestation at a prevalence of 5% to 10%; (b) close examination of the head, neck and forequarters of a large enough sample of deer, in a hunting or wildlife area, to give a 95% probability of detecting adult ticks at a prevalence of 5% (e.g., 45 to 60 deer if the population in the unit is 100 to 10 000 deer) at an appropriate time of year (usually Oct. 1 to Dec. 15); (c) sampling of the environment for host-seeking ticks using a 1-mē flannel drag or flag at the appropriate time of year (usually May to August for immature ticks, October to Dec. 1 for adults) during favourable weather, on at least three separate days per locality, for at least 10 person-hours.
On the basis of these definitions the population of ticks at Long Point, Lake Erie, is classified as "established." All other recorded findings of Id are classified as "adventitious."
Attempt to demonstrate B. burgdorferi in ticks by examining up to 100 nymph or adult ticks by means of darkfield or immunofluorescent antibody staining (IFA) for B. burgdorferi. If spirochetes are recognized attempt isolation and identification of B. burgdorferi (a) in 100 nymphs or adults (in at least 10 pools of 10 ticks) or (b) in 30 small mammals through culture of ears and bladders.
Although serologic studies in animal hosts may assist in raising the index of suspicion for B. burgdorferi endemicity, the findings must be interpreted with caution; they must not be used to define an area as endemic or nonendemic for B. burgdorferi.
Ip-endemic regions
Demonstrate B. burgdorferi in Ip by means of darkfield microscopy or IFA as a screening test; save the infected ticks for culture. Culture surveys of small mammals are not appropriate in Ip-endemic areas since the prevalence of infection is expected to be very low.
Regions not endemic for Id or Ip
According to expert opinion, based on current knowledge, it is unreasonable and unnecessary to search for B. burgdorferi in the environment. The wood tick or American dog tick Dermacentor variabilis is not a competent vector for Lyme disease. Further research into the role of other vectors is desirable.
Use of the new case definitions to re-evaluate existing cases and to assess those reported from ongoing surveillance will be instrumental in obtaining a more accurate estimate of the frequency of Lyme disease in Canada. Mandatory reporting is recommended in provinces or territories where there is evidence of endemic foci. Voluntary reporting of cases is encouraged in all other areas.
Human studies
Epizootiologic studies
Epizootiologic studies monitor trends in the distribution of Id and other potential vectors.
*Developed by the Advisory Committee on Epidemiology in collaboration with the Technical Advisory Committee. For clinical manifestations and guidelines for the treatment of Lyme disease refer to the section on clinical practice.
Confirmed case
A confirmed case is one in which one of the following is present: (a) isolation of B. burgdorferi from tissue or body fluid by a laboratory of demonstrated competence; (b) a history of exposure in an endemic area and either erythema migrans observed by a physician or at least one clinically compatible late manifestation and laboratory evidence of B. burgdorferi infection; or (c) no history of exposure in an endemic area but erythema migrans observed by a physician and laboratory evidence of B. burgdorferi infection.
Probable case
A probable case is one in which one of the following applies: (a) a history of exposure in an endemic area and physician recognition of erythema migrans as reported by the patient; or (b) no history of exposure in an endemic area but at least one clinically compatible late manifestation and laboratory evidence of B. burgdorferi infection.
Exposure in an endemic area
Exposure such as living in or visiting an endemic area should have occurred no more than 30 days before the onset of erythema migrans or no more than 1 year before the onset of late manifestations. A history of a tick bite is not required.
An endemic area is one in which the risk of transmission of Lyme disease to humans is supported by either (a) the presence of an established vector population known to be infected with B. burgdorferi or (b) the occurrence of at least three confirmed human cases, with adequate histories, in which there is no history of exposure in previously identified endemic areas (a provisional definition of an endemic area in the absence of appropriate tick studies).
There is no time limit within which cases must occur or infected vectors must be identified for an area to be declared endemic. The geographic limits of the endemic area will be defined by the provincial or territorial health authorities.
Erythema migrans
Erythema migrans is an expanding, annular, erythematous lesion at least 5 cm in diameter with central clearing and is usually not pruritic or tender. The lesion may occur 3 to 30 days after a tick bite. Lesions occurring within 48 hours after a tick bite may represent hypersensitivity reactions and do not qualify as erythema migrans.
Late manifestations
These include any of the following, after all other known causes have been ruled out.
Musculoskeletal system: Recurrent, brief attacks (lasting weeks or months) of physician-observed swelling of one or a few large joints or chronic progressive arthritis preceded by brief attacks. Chronic progressive arthritis not preceded by brief attacks, chronic symmetric polyarthritis, arthralgias, myalgias and fibromyalgia syndromes are not criteria for musculoskeletal involvement.
Nervous system: Lymphocytic meningitis, cranial neuritis, facial palsy, radiculoneuropathy and, rarely, encephalomyelitis. Headache, fatigue, paresthesias and stiff neck are not criteria for neurologic involvement.
Cardiovascular system: Acute-onset atrioventricular conduction defects that resolve in days to weeks. Palpitations, bradycardia, bundle-branch block and myocarditis are not criteria for cardiovascular involvement.
Laboratory evidence of B. burgdorferi infection
Any one of the following findings, determined by a laboratory of demonstrated competence, provides evidence of B. burgdorferi infection: (a) detection of the spirochete through immunospecific staining of tissue or body fluid; (b) significant changes in confirmed antibody response to B. burgdorferi in sequential serum samples; and (c) positive results of enzyme-linked immunosorbent assay (ELISA) according to recognized cutoff values and positive results of the Western blot technique.
The reasons for differentiating between endemic and nonendemic areas are (a) to obtain more accurate incidence figures for low-incidence areas (most of Canada) by reducing the number of false-positive results among those who meet the case definition; (b) to provide a focus for preventive activities; and (c) to identify areas for epizootiologic study.
The incidence of Lyme disease is so much higher in the United States than in Canada that slight differences in the case definitions are unlikely to affect comparisons of incidence in the two countries.
Health care workers
The medical community needs information on the diagnosis and management of patients with Lyme disease, including interpretation of laboratory results, treatment guidelines and case reporting. Public health workers need guidelines for investigating and following up reported cases. Veterinarians need information about such factors as the incidence of Lyme disease and the presence of vectors.
These groups can be approached through professional organizations, newsletters and continuing education programs.
The public
The public needs accurate information on the incidence of Lyme disease, the presence of vectors, the prevention of tick bites, the signs and symptoms of Lyme disease, the availability of treatment and the prognosis.
Approaches to the public include media releases, fact sheets, brochures, posters and community meetings. Involvement with advocacy groups may be useful if there is a constructive relationship that permits the sharing of resources and information.
Dermatologic involvement: Approximately two-thirds of patients with Lyme disease will have erythema migrans at some time during the acute phase of the illness. Erythema migrans should be differentiated from fixed drug eruptions and erythema annulare. The presence of erythema migrans is sufficient for diagnosing Lyme disease. True lesions less than 2 1/2 cm in diameter will increase in size if observed over 24 to 48 hours. Since erythema migrans is an early manifestation serologic testing may yield positive results in only 20% of patients. Biopsy of the lesions is encouraged because it may help confirm the disease when specific stains are used.
Disseminated disease
Dermatologic involvement: Multiple erythema migrans lesions indicate disseminated disease, and any associated neurologic symptoms, including headache, should be carefully evaluated.
Neurologic involvement: Of patients with Lyme disease 15% to 20% may have neurologic signs and can present with the disseminated acute and chronic forms of the disease. Bell's palsy, lymphocytic meningitis, other cranial or radicular neuropathies or meningoencephalitis may occur but are unlikely to be the only manifestations in nonendemic areas. Cerebrospinal fluid (CSF) should be examined in patients with neurologic signs or symptoms.
Cardiac involvement: Cardiac disease occurs in 4% to 8% of patients with Lyme disease. Acute onset of first-degree, second-degree or third-degree atrioventricular conduction defects may occur with the disseminated acute form of the disease, but these conditions are usually transient. Isolated conduction defects are unlikely to be due to Lyme disease in patients who have not been in endemic areas.
Rheumatologic involvement: Arthritic involvement is characterized by recurrent, brief attacks (lasting weeks or months) of swelling in one or a few large joints. Uncommonly, chronic progressive (erosive) arthritis of a large joint may follow brief attacks. Chronic progressive arthritis not preceded by brief attacks, chronic symmetric polyarthritis, arthralgias, myalgias and fibromyalgia syndromes are not criteria for musculoskeletal involvement.
The collection of sequential serum samples from patients with erythema migrans in areas not known to have Lyme disease can be of diagnostic value and can help to define the geographic distribution of the disease.
Chronic fatigue and fibromyalgia without objective signs of Lyme disease are not considered to be manifestations of the disease and should not prompt serologic testing.
The determination of appropriate quantitative CSF antibody levels may be useful for patients with possible neurologic disease; however, tests to accomplish this are currently unavailable in Canada.
A positive test result in an asymptomatic patient is of no diagnostic value. Such a result in a patient with atypical symptoms does not necessarily imply evidence of the disease.
The guidelines for the treatment of central nervous system disease with CSF abnormalities, second-degree or third-degree atrioventricular block and arthritis are as follows.
Doxycycline should not be given to pregnant women or children less than 9 years old. Erythromycin can be used, but it has been found to have less clinical effectiveness.
Herxheimer's reaction occurs in 15% to 30% of cases but is usually mild and can be treated with nonsteroidal anti-inflammatory drugs.
Postinfectious fatigue syndromes may occur in approximately 15% of treated patients but usually resolve spontaneously in 6 to 12 months.
In the absence of objective signs of Lyme disease, treatment is rarely useful. In these situations the potential risks associated with treatment may outweigh any potential benefits. The most frequent reason for treatment failure is misdiagnosis; other diagnoses should be considered in such situations.
Additional diagnostic tests such as IFA may be used as an adjunct to ELISA.
Serologic results should be reported as positive, negative or indeterminate, according to defined laboratory criteria. They should not be reported quantitatively.
Significant changes in confirmed antibody response in sequential serum samples are considered to be diagnostic of recent infection.
When neuroborreliosis is suspected routine biochemical and cytologic examination of CSF is indicated. Reliable specific antibody testing of CSF is not generally available at present.
The Western blot technique should be used to confirm the presence of specific antibodies detected in sera by the initial ELISA. Some false-positive results may be ruled out by the Western blot technique. Standards for interpretation of the results must be developed.
A central reference laboratory should be adequately supported to perform proficiency tests and establish standards for reference reagents and to evaluate commercial products.