📖 ContentsChapter 14 · Microbiology
Part I Basic Sciences · Chapter 14 · Microbiology

Microbiology, Immunology and Public Health

Microbiology is the smallest of the six Part I domains by weight, but its questions are among the most predictable: a classic organism, a classic toxin, a classic vector or a classic lab finding. It is also the science behind everyday office decisions, from which patients need referral for a fever with back pain to how the adjusting table is cleaned between patients.

By the end of this chapter you can

  • Compare innate and adaptive immunity, the five antibody classes, the three complement pathways, and MHC class I versus class II antigen presentation.
  • Classify vaccines as live attenuated, inactivated, subunit, toxoid, conjugate or mRNA, and distinguish active from passive immunity.
  • Explain the Gram stain, bacterial envelope structure, gene transfer, and the difference between exotoxins and endotoxin.
  • Match the major bacterial pathogens to their diseases and name the target of each major antibiotic class and resistance mechanism.
  • Describe viral structure and replication, the herpesviruses, hepatitis serology, the course of HIV infection, and why prions defy ordinary sterilization.
  • Separate yeasts, molds and dimorphic fungi, and identify the major mycoses, protozoa, helminths and arthropod vectors.
  • Calculate incidence, prevalence, sensitivity, specificity and predictive values, and match each study design to its measure of association.
  • Apply the chain of infection, the Spaulding levels of sterilization and disinfection, and standard precautions to a chiropractic office.

Section 1Immunology

Innate and adaptive immunity

Innate immunity is present from birth, responds within minutes to hours, is not antigen-specific and has no memory. Its components are physical and chemical barriers (skin, mucus, cilia, gastric acid, lysozyme, defensins), phagocytes (neutrophils, the first cells at an acute bacterial site, and macrophages), natural killer cells (kill virus-infected and tumor cells that have lost MHC class I), dendritic cells, mast cells, eosinophils, complement and acute-phase proteins such as CRP. Innate cells recognize conserved microbial patterns through Toll-like receptors (TLR4 binds gram-negative LPS). Activated macrophages release IL-1, IL-6 and TNF-α, which cause fever (via hypothalamic prostaglandin E2), acute-phase protein synthesis and neutrophil release.

Adaptive immunity develops over days, is highly specific, has memory and is carried by lymphocytes. Each B or T cell carries one receptor specificity created by random gene rearrangement (V(D)J recombination); antigen selects and expands the matching clone (clonal selection). Primary lymphoid organs are the bone marrow (B cell maturation) and thymus (T cell maturation); secondary organs are lymph nodes, spleen and mucosa-associated lymphoid tissue, where naive lymphocytes meet antigen. An antigen is any molecule recognized by an antibody or T cell receptor; the part recognized is the epitope. A hapten is too small to do so unless coupled to a carrier protein (the basis of penicillin allergy and of conjugate vaccines).

Antibodies

An antibody (immunoglobulin) is made of two identical heavy chains and two identical light chains (kappa or lambda) joined by disulfide bonds. The two Fab arms carry variable regions whose hypervariable loops form the antigen-binding sites. The Fc stem is the constant region that defines the class (isotype) and decides what the antibody does: binding Fc receptors on phagocytes (opsonization), mast cells (IgE) or the placenta (IgG), and fixing complement via C1q.

Antigen bound at theantigen-binding site Variable domainsheavy and light tips Fab (one arm) binds antigen Constant domains Light chain Hinge withdisulfide bonds Heavy chain Fc stem binds Fc receptors and C1q
Figure 14.1 The IgG molecule. Two heavy chains (navy) and two light chains (sky) form two antigen-binding Fab arms with variable tips (gold) and an Fc stem whose constant region decides the antibody's effector functions.
ClassStructureKey functions and facts
IgGMonomerMost abundant in serum; main antibody of the secondary response; crosses the placenta (newborn passive immunity); opsonizes, neutralizes toxins, fixes complement
IgMPentamer (monomer on naive B cells)First antibody of a primary response, so IgM indicates current or recent infection; best complement activator; best agglutinator; does not cross the placenta
IgADimer with J chain and secretory component in secretionsMucosal immunity in tears, saliva, gut and respiratory secretions; most produced overall; passed in colostrum and breast milk
IgEMonomerBinds mast cells and basophils; triggers type I hypersensitivity (allergy, anaphylaxis); defense against helminths with eosinophils
IgDMonomerSurface receptor on naive B cells with IgM; little serum function

In a primary response there is a lag of 7 to 10 days and IgM predominates. Helper T cells then drive class switching (CD40 ligand on the T cell binding CD40 on the B cell, plus cytokines) and affinity maturation, so a secondary (anamnestic) response is faster, larger, longer and mainly high-affinity IgG. That is the logic behind booster doses.

Complement

Complement is a cascade of plasma proteins that converges on C3. The classical pathway starts when C1q binds antigen-antibody complexes (IgG or IgM: "GM makes classic cars"); the lectin pathway starts when mannose-binding lectin binds microbial sugars; the alternative pathway starts with spontaneous C3 hydrolysis stabilized on microbial surfaces. All three form a C3 convertase, then a C5 convertase. Products: C3b opsonizes; C3a and C5a are anaphylatoxins that release histamine from mast cells; C5a is a powerful neutrophil chemoattractant; C5b to C9 assemble the membrane attack complex that lyses cells, especially thin-walled Neisseria. Deficiencies: early components (C1, C2, C4) predispose to lupus-like immune complex disease; C3 to recurrent pyogenic infections; C5 to C9 to recurrent Neisseria infection; C1 esterase inhibitor to hereditary angioedema; DAF (CD55) and CD59 to paroxysmal nocturnal hemoglobinuria.

T cells, B cells and MHC

T cells mature in the thymus through positive selection (cortex: cells that recognize self-MHC survive) and negative selection (medulla: cells that bind self-antigen strongly die, aided by AIRE). T cells see only peptide presented on MHC.

MHC class IMHC class II
GenesHLA-A, -B, -CHLA-DP, -DQ, -DR
Found onAll nucleated cells (not red cells)Antigen-presenting cells: dendritic cells, macrophages, B cells
Peptide sourceEndogenous (cytosolic: viral, tumor), loaded in the ER via TAPExogenous (phagocytosed), loaded in endosomes after the invariant chain is removed
Presents toCD8 cytotoxic T cellsCD4 helper T cells
Structure notePaired with β2-microglobulinTwo chains, α and β

CD4 helper T cells differentiate by cytokine environment: Th1 (IFN-γ, IL-2) activate macrophages against intracellular microbes such as M. tuberculosis and drive delayed (type IV) hypersensitivity; Th2 (IL-4, IL-5, IL-13) help B cells, drive IgE class switching and eosinophils against helminths and in allergy; Th17 (IL-17) recruit neutrophils against extracellular bacteria and fungi; regulatory T cells (CD25, FOXP3, IL-10, TGF-β) suppress responses and maintain tolerance. CD8 cytotoxic T cells kill virus-infected and tumor cells with perforin and granzymes and through Fas ligand. B cells (markers CD19, CD20, CD21, the EBV receptor) present antigen and become antibody-secreting plasma cells or memory cells. Most protein antigens are T-dependent; bacterial capsular polysaccharides are T-independent, giving weak IgM responses with poor memory, especially in children under 2. HLA associations worth knowing: B27 with the spondyloarthropathies, DR4 with rheumatoid arthritis, DR3 and DR4 with type 1 diabetes, DQ2 and DQ8 with celiac disease.

Board tip. Rule of 8: MHC I × CD8 = 8 and MHC II × CD4 = 8. Hypersensitivity types follow "ACID": type I anaphylactic (IgE), type II cytotoxic (antibody against cell-bound antigen, such as myasthenia gravis, Graves disease, transfusion reactions), type III immune complex (lupus, post-streptococcal glomerulonephritis, serum sickness), type IV delayed, T cell mediated (TB skin test, contact dermatitis, transplant rejection).

Classic immunodeficiencies: Bruton agammaglobulinemia (no B cells), selective IgA deficiency (most common; anaphylaxis to transfused blood), DiGeorge syndrome (absent thymus, hypocalcemia), severe combined immunodeficiency and chronic granulomatous disease (NADPH oxidase).

Vaccines and immunization

Active immunity is made by the host after infection (natural) or vaccination (artificial); it is slow to develop but lasting. Passive immunity is preformed antibody received from the mother across the placenta (IgG) or in milk (IgA) (natural), or as immune globulin or antitoxin (artificial: hepatitis B, rabies and tetanus immune globulin); it works immediately but fades in weeks to months. Herd immunity protects the unimmunized when enough of the population is immune, and the threshold rises with the infectiousness of the agent (about 95 percent for measles).

Vaccine typeExamplesNotes
Live attenuatedMMR, varicella, yellow fever, oral (Sabin) polio, intranasal influenza, rotavirus, BCG, oral typhoidStrong humoral and cellular immunity, often lifelong after one or two doses; can revert or cause disease in the immunocompromised; avoid in pregnancy
Inactivated (killed)Injected (Salk) polio, hepatitis A, rabies, injected influenzaSafe in immunocompromised; mainly humoral; boosters needed
Subunit, recombinantHepatitis B (HBsAg), HPV, recombinant zoster, acellular pertussisPurified antigens; adjuvants enhance response
ToxoidTetanus, diphtheria (Td, Tdap, DTaP)Inactivated exotoxin induces antitoxin antibody; tetanus booster every 10 years, or after 5 years for a dirty wound
ConjugateHaemophilus influenzae type b, pneumococcal (PCV), meningococcalPolysaccharide linked to a protein carrier converts a T-independent antigen into a T-dependent one, so infants respond and form memory
mRNACOVID-19 vaccinesLipid-encased mRNA directs host cells to make the spike protein

A successful hepatitis B series produces anti-HBs alone. Clinic staff with possible blood exposure should be immune to hepatitis B, MMR and varicella, with Tdap and annual influenza vaccines.

Key point

Innate immunity is fast and pattern-based; adaptive immunity is slow, specific and remembers. IgM signals a new infection, IgG a later or past one and crosses the placenta, IgA guards mucosa and IgE drives allergy. MHC I shows inside proteins to CD8 killers; MHC II shows engulfed proteins to CD4 helpers. Vaccines exploit memory: live vaccines give the strongest immunity but are unsafe in pregnancy and immunodeficiency, and conjugate vaccines let infants respond to polysaccharide capsules.

Section 2Bacteria

Structure and the Gram stain

Bacteria are prokaryotes: no nucleus, a circular chromosome, often extra plasmids, 70S ribosomes (30S plus 50S subunits, the targets of many antibiotics) and division by binary fission. Nearly all have a peptidoglycan cell wall, a mesh of sugar chains (N-acetylglucosamine and N-acetylmuramic acid) cross-linked by peptide bridges; the cross-linking transpeptidases are the penicillin-binding proteins. Staphylococci grow in clusters, streptococci in chains.

The Gram stain has four steps: crystal violet (primary stain), iodine (mordant that traps the dye), alcohol or acetone (decolorizer, the critical step) and safranin (counterstain). Gram-positive cells have a thick peptidoglycan layer, laced with teichoic and lipoteichoic acids, that holds the crystal violet and stains purple. Gram-negative cells have a thin peptidoglycan layer in a periplasmic space beneath an outer membrane containing lipopolysaccharide (LPS, endotoxin); the solvent dissolves the outer membrane, the dye washes out, and safranin stains them pink. Some organisms stain poorly and need other methods: Mycobacterium (waxy mycolic acid; acid-fast Ziehl-Neelsen stain), Treponema (too thin; dark-field microscopy), Mycoplasma (no cell wall), Chlamydia and Rickettsia (intracellular), and Legionella (silver stain).

Gram-positive: stays purple Gram-negative: turns pink Cytoplasm Teichoic acid Thickpeptidoglycan Cell membrane Cytoplasm LPS (endotoxin) Outer membrane Periplasm Thin peptidoglycan Inner membrane 1 Crystal violetall cells purple 2 Iodinedye trapped 3 Alcoholnegatives lose dye 4 Safraninnegatives turn pink
Figure 14.2 Why the Gram stain works. A thick peptidoglycan wall holds the crystal violet and iodine complex through decolorization; the thin wall under a lipid outer membrane does not, so gram-negative cells take up the pink counterstain. Only gram-negative bacteria carry LPS endotoxin.

Other structures: the capsule (usually polysaccharide) is the most important antiphagocytic factor; key encapsulated pathogens are S. pneumoniae, Haemophilus influenzae type b, N. meningitidis, Klebsiella, E. coli, Salmonella and group B streptococcus, which is why asplenic and sickle cell patients are vulnerable to them. Biofilm (slime) lets S. epidermidis colonize prosthetic joints and catheters. Pili mediate adherence, and the sex pilus mediates conjugation. Flagella give motility. Endospores, formed by Bacillus and Clostridium when nutrients run out, contain dipicolinic acid and calcium, resist heat, drying and most disinfectants, and are destroyed reliably only by sterilization such as autoclaving.

Growth and genetics

By oxygen requirement: obligate aerobes (M. tuberculosis, which favors the lung apex; Pseudomonas), obligate anaerobes (Clostridium, Bacteroides, Actinomyces; lack catalase and superoxide dismutase, produce foul-smelling abscesses and gas, and resist aminoglycosides, which need oxygen to enter the cell), facultative anaerobes (staphylococci, enterics) and microaerophiles (Campylobacter, H. pylori). Obligate intracellular bacteria (Rickettsia, Chlamydia, Coxiella) cannot make their own ATP. Blood agar shows hemolysis: alpha (partial, green: S. pneumoniae, viridans streptococci), beta (complete, clear: S. pyogenes, S. agalactiae, S. aureus), gamma (none: Enterococcus).

Bacteria exchange genes in four ways. Transformation is uptake of naked DNA from the environment (S. pneumoniae, the basis of Griffith's experiment). Conjugation is direct transfer through a sex pilus, usually of plasmids such as the F factor and resistance (R) plasmids, and is the main route by which multidrug resistance spreads among gram-negative rods. Transduction is transfer by a bacteriophage; in lysogenic conversion a phage gene gives the host a new toxin: diphtheria, botulinum, cholera, Shiga-like and streptococcal erythrogenic toxins are all phage-encoded. Transposons ("jumping genes") move between chromosome and plasmids.

Virulence factors and toxins

Beyond capsules, important virulence factors are protein A (S. aureus; binds the Fc of IgG and blocks opsonization), M protein (S. pyogenes; antiphagocytic, and molecular mimicry with cardiac myosin underlies rheumatic fever), IgA protease (S. pneumoniae, Haemophilus, Neisseria), coagulase (S. aureus), hyaluronidase and streptokinase (spread through tissue), and the cord factor and sulfatides of M. tuberculosis.

PropertyExotoxinEndotoxin
SourceSecreted by gram-positive and gram-negative bacteriaLipid A of LPS in the gram-negative outer membrane, released on lysis
Chemistry and stabilityProtein, usually heat-labile (staphylococcal enterotoxin is a heat-stable exception)Lipopolysaccharide, heat-stable
Toxicity and actionVery potent, specific targetLess potent; activates macrophages via TLR4 to release IL-1, IL-6 and TNF-α: fever, hypotension, septic shock, DIC
VaccineToxoids possible (tetanus, diphtheria)No toxoid
ExotoxinOrganismMechanism and result
TetanospasminClostridium tetaniTravels retrograde to the cord and blocks release of GABA and glycine from Renshaw and other inhibitory interneurons: spastic paralysis, trismus (lockjaw), risus sardonicus, opisthotonos
Botulinum toxinClostridium botulinumCleaves SNARE proteins and blocks acetylcholine release: descending flaccid paralysis; home-canned food in adults, spores in honey in infants
Diphtheria toxinCorynebacterium diphtheriaeADP-ribosylates EF-2, stopping protein synthesis: gray pseudomembrane, myocarditis, neuropathy
Cholera toxinVibrio choleraePermanently activates Gs, raising cAMP: massive "rice-water" diarrhea
Pertussis toxinBordetella pertussisInactivates Gi, raising cAMP: whooping cough, lymphocytosis
Shiga and Shiga-like toxinShigella; enterohemorrhagic E. coli O157:H7Inactivates the 60S ribosome: bloody diarrhea, hemolytic uremic syndrome
Toxic shock syndrome toxinS. aureusSuperantigen cross-links MHC II and T cell receptors, causing massive cytokine release: fever, rash, shock
Alpha toxin (lecithinase)Clostridium perfringensDestroys cell membranes: gas gangrene (myonecrosis with crepitus)
Toxins A and BClostridioides difficileDamage colonic mucosa: pseudomembranous colitis after antibiotics (clindamycin, fluoroquinolones, cephalosporins)

Major pathogens

OrganismKey identifiersClassic diseases
Staphylococcus aureusGram-positive clusters, catalase and coagulase positiveAbscesses, impetigo, cellulitis; osteomyelitis and septic arthritis (most common cause); endocarditis in IV drug users; rapid-onset food poisoning from preformed toxin; toxic shock; MRSA carries mecA (altered PBP2a)
S. epidermidis, S. saprophyticusCoagulase negativeProsthetic joint and catheter infection (biofilm); urinary infection in young women
Streptococcus pyogenes (group A)Beta-hemolytic chains, bacitracin sensitivePharyngitis, impetigo, cellulitis, erysipelas, necrotizing fasciitis, scarlet fever; rheumatic fever (after pharyngitis) and post-streptococcal glomerulonephritis (after pharyngitis or skin infection)
S. agalactiae (group B)Beta-hemolyticNeonatal sepsis and meningitis; pregnant women are screened late in pregnancy
S. pneumoniaeAlpha-hemolytic lancet diplococci, optochin sensitive, capsulePneumonia, meningitis, otitis media, sinusitis
Listeria monocytogenesGram-positive rod, tumbling motility, grows in the coldDeli meat and unpasteurized cheese; meningitis in neonates, elderly, pregnant and immunocompromised
Neisseria meningitidis, N. gonorrhoeaeGram-negative diplococciMeningitis with petechiae; gonorrhea, PID and disseminated gonococcal infection (migratory arthritis, tenosynovitis, pustules), the most common septic arthritis in sexually active young adults
Pseudomonas aeruginosaGram-negative rod, oxidase positive, blue-green pigment, grape odorBurns, cystic fibrosis, ventilator pneumonia, hot tub folliculitis, swimmer's ear, puncture-wound osteomyelitis
E. coliLactose-fermenting gram-negative rodMost urinary tract infections; neonatal meningitis; traveler's diarrhea; O157:H7 with HUS
Salmonella, Shigella, CampylobacterEnteric gram-negative rodsGastroenteritis (poultry, eggs); typhoid fever with rose spots; osteomyelitis in sickle cell; bloody dysentery; Campylobacter triggers Guillain-Barré and reactive arthritis
Helicobacter pyloriCurved, urease positiveGastritis, peptic ulcer, gastric adenocarcinoma and MALT lymphoma
BrucellaGram-negative coccobacillusUndulant fever from unpasteurized dairy or livestock; sacroiliitis and spondylitis
Mycobacterium tuberculosisAcid-fast rod, slow growingPrimary and reactivation TB; Pott disease of the thoracolumbar spine with psoas abscess; screened by PPD skin test or interferon-gamma release assay
Treponema pallidumSpirochete, dark-fieldSyphilis: painless chancre; secondary rash on palms and soles; tertiary gummas, aortitis, tabes dorsalis; screen with RPR or VDRL, confirm with treponemal tests (FTA-ABS)
Borrelia burgdorferiSpirochete, Ixodes tickLyme disease: erythema migrans, Bell palsy, heart block, migratory then knee arthritis
Chlamydia trachomatis, Mycoplasma pneumoniae, Rickettsia rickettsiiIntracellular; no cell wall; intracellular via tickMost common bacterial STI and reactive arthritis; walking pneumonia with cold agglutinins; Rocky Mountain spotted fever (rash starting at wrists and ankles, spreading to palms and soles)

Antibiotics and resistance

TargetDrugsNotes
Cell wall synthesisBeta-lactams (penicillins, cephalosporins, carbapenems), vancomycinBeta-lactams bind PBPs and block cross-linking; vancomycin binds D-Ala-D-Ala (MRSA, oral for C. difficile)
30S ribosomeAminoglycosides, tetracyclinesAminoglycosides: nephrotoxic and ototoxic, useless against anaerobes; tetracyclines (doxycycline) for Lyme, Rickettsia, Chlamydia, Mycoplasma; stain teeth, avoid in pregnancy and young children
50S ribosomeMacrolides (azithromycin), clindamycin, linezolid, chloramphenicolMacrolides for atypical pneumonia; clindamycin for anaerobes above the diaphragm, high C. difficile risk; chloramphenicol causes aplastic anemia and gray baby syndrome
DNA gyrase and topoisomeraseFluoroquinolones (ciprofloxacin, levofloxacin)Tendinopathy and Achilles tendon rupture, especially over 60 or with steroids; cartilage damage in children
Folate synthesisSulfonamides plus trimethoprimSequential block of dihydropteroate synthase and dihydrofolate reductase
OtherRifampin, isoniazid, metronidazoleRifampin blocks RNA polymerase (orange body fluids); isoniazid blocks mycolic acid synthesis (give B6 to prevent neuropathy); metronidazole for anaerobes, Giardia, Trichomonas

Resistance arises by mutation or acquired genes. Mechanisms are enzymatic inactivation (beta-lactamases, including extended-spectrum beta-lactamases and carbapenemases; aminoglycoside-modifying enzymes), altered targets (PBP2a in MRSA, D-Ala-D-Lac in vancomycin-resistant enterococci), reduced entry (porin loss) and efflux pumps (tetracyclines). Beta-lactamase inhibitors such as clavulanic acid protect amoxicillin.

Clinical link. A patient who recently took ciprofloxacin or levofloxacin and now has heel cord pain should not be treated as an ordinary tendinopathy: fluoroquinolone tendinopathy can progress to rupture, so stop aggressive loading, notify the prescriber and document. Equally, back pain with fever, an IV drug history, recent bacteremia or a urinary infection raises concern for vertebral osteomyelitis or epidural abscess (usually S. aureus) and calls for same-day medical referral.
Board tip. Spore formers are gram-positive rods (Bacillus, Clostridium). Endotoxin (LPS) belongs only to gram-negative bacteria; gram-positive shock is driven by lipoteichoic acid and superantigens. The only bacterium with a polypeptide (D-glutamate) capsule: Bacillus anthracis. No cell wall, so beta-lactams fail: Mycoplasma.
Key point

Bacterial identity starts with the envelope: thick peptidoglycan (gram-positive, purple) or thin peptidoglycan plus an LPS outer membrane (gram-negative, pink). Capsules, protein A, M protein and toxins make pathogens dangerous; exotoxins are specific proteins that can be made into toxoids, while endotoxin is gram-negative lipid A that causes septic shock. Antibiotics hit the wall, the ribosome, DNA replication or folate synthesis, and bacteria resist by destroying the drug, changing the target, blocking entry or pumping it out.

Section 3Viruses and prions

Structure and replication

A virus is an obligate intracellular parasite containing DNA or RNA, never both, inside a protein capsid built of capsomeres with icosahedral or helical symmetry. Many also wear a host-derived envelope. Enveloped viruses are fragile (killed by drying, detergents, alcohol and stomach acid) and spread by respiratory droplets, blood, sex and close contact. Naked (nonenveloped) viruses survive on surfaces, resist many disinfectants and often spread by the fecal-oral route: picornaviruses (polio, coxsackie, rhinovirus, hepatitis A), norovirus, rotavirus, adenovirus and hepatitis E.

Replication proceeds in six steps. Attachment of a viral protein to a specific host receptor determines tropism (HIV gp120 to CD4 plus CCR5 or CXCR4; EBV to CD21 on B cells; influenza hemagglutinin to sialic acid; SARS-CoV-2 spike to ACE2; rabies to the acetylcholine receptor). Penetration by membrane fusion or endocytosis is followed by uncoating, then synthesis of nucleic acid and proteins, assembly, and release by budding (enveloped) or lysis (naked). DNA viruses generally replicate in the nucleus (poxviruses are the exception, carrying their own polymerase into the cytoplasm); RNA viruses generally replicate in the cytoplasm (exceptions are influenza and retroviruses). Positive-sense RNA can be translated directly as mRNA, so purified genome is infectious; negative-sense RNA must first be copied by an RNA-dependent RNA polymerase packaged in the virion; retroviruses copy RNA into DNA with reverse transcriptase and integrate it into the host genome.

Infection may be lytic, persistent, latent or transforming. Oncogenic viruses include HPV 16 and 18 (E6 and E7 inactivate p53 and Rb), EBV (Burkitt and Hodgkin lymphoma, nasopharyngeal carcinoma), hepatitis B and C (hepatocellular carcinoma), HHV-8 (Kaposi sarcoma) and HTLV-1 (adult T cell leukemia). Interferon-α and -β induce an antiviral state in neighboring cells. Influenza A changes by antigenic drift (point mutations in hemagglutinin and neuraminidase, seasonal epidemics) and antigenic shift (reassortment of its segmented genome with animal strains, pandemics).

DNA and RNA viruses

The DNA viruses (hepadna, herpes, adeno, pox, parvo, papilloma, polyoma) are double-stranded except parvovirus B19 and icosahedral except poxvirus. Rotavirus is the double-stranded RNA exception.

VirusFamily and genomeDisease and clues
Herpes simplex 1 and 2Herpesvirus, enveloped dsDNAOral and genital vesicles, keratitis, temporal lobe encephalitis (HSV-1), neonatal herpes, herpetic whitlow of the finger; latent in sensory ganglia; Tzanck smear shows multinucleated giant cells
Varicella-zosterHerpesvirusChickenpox (lesions in different stages); latent in dorsal root and cranial nerve ganglia; shingles in a dermatome with postherpetic neuralgia
Epstein-BarrHerpesvirus, infects B cells via CD21Infectious mononucleosis (fever, pharyngitis, posterior cervical nodes, atypical lymphocytes, heterophile Monospot test, splenomegaly); Burkitt lymphoma, nasopharyngeal carcinoma
CytomegalovirusHerpesvirus, "owl's eye" inclusionsMost common congenital infection (deafness), retinitis and colitis in AIDS, mononucleosis-like illness with negative Monospot
HHV-6 and HHV-8HerpesvirusRoseola (high fever then rash in infants); Kaposi sarcoma
Parvovirus B19Parvovirus, ssDNA, smallestFifth disease ("slapped cheek"), aplastic crisis in sickle cell, hydrops fetalis, symmetric small-joint arthritis in adults that mimics RA
Human papillomavirusPapillomavirus, naked dsDNACommon and plantar warts, genital warts (6, 11), cervical and oropharyngeal cancer (16, 18); koilocytes
PoxvirusesLargest, brick-shaped dsDNASmallpox (eradicated), molluscum contagiosum (umbilicated papules), mpox
PicornavirusesNaked +ssRNAPolio (anterior horn cells), coxsackie A (hand-foot-mouth), coxsackie B (myocarditis, pleurodynia), rhinovirus (most common cold), hepatitis A
ParamyxovirusesEnveloped −ssRNAMeasles (cough, coryza, conjunctivitis, Koplik spots, SSPE), mumps (parotitis, orchitis), RSV (infant bronchiolitis), parainfluenza (croup)
OrthomyxovirusSegmented −ssRNAInfluenza A and B
RhabdovirusBullet-shaped −ssRNARabies: retrograde axonal transport to CNS, Negri bodies; bats are the main US source
Flaviviruses, togavirusesEnveloped +ssRNA, many arthropod-borneHepatitis C, dengue, yellow fever, West Nile, Zika; rubella (congenital cataracts, deafness, PDA)
Rotavirus, norovirusNaked; dsRNA and +ssRNAInfant diarrhea; outbreaks of vomiting and diarrhea on ships and in institutions

Viral hepatitis

VirusGenome and familySpreadChronicity and notes
Hepatitis ARNA picornavirusFecal-oral, shellfish, travelNever chronic; IgM anti-HAV marks acute infection; vaccine
Hepatitis BPartly double-stranded DNA hepadnavirus with reverse transcriptaseBlood, sex, perinatalChronic in about 5 percent of infected adults but 90 percent of infected newborns; cirrhosis and HCC; vaccine
Hepatitis CRNA flavivirusBlood (injection drug use most common)Chronic in most (about 75 to 85 percent); cirrhosis and HCC; no vaccine, but direct-acting antivirals cure most
Hepatitis DDefective RNA virusBloodNeeds HBsAg to replicate; superinfection of a chronic HBV carrier is the most severe
Hepatitis ERNA hepevirusFecal-oral, contaminated waterNot chronic in healthy hosts; high mortality in pregnant women

Hepatitis B serology is a favorite. HBsAg means current infection (acute or chronic). Anti-HBs means immunity (alone after vaccination). HBeAg signals active replication and high infectivity. IgM anti-HBc marks acute infection and is the only marker during the window period, after HBsAg disappears and before anti-HBs appears. IgG anti-HBc indicates past or chronic infection, never vaccination. HBsAg persisting beyond 6 months defines chronic infection. Needlestick risk follows a "rule of 3s": HBV 30 percent, HCV 3 percent, HIV 0.3 percent.

HIV

HIV is a retrovirus (lentivirus) with two copies of positive-sense RNA, reverse transcriptase, integrase and protease inside a cone-shaped p24 capsid. Envelope gp120 binds CD4 and a co-receptor (CCR5 early, CXCR4 later; people homozygous for the CCR5 Δ32 deletion resist infection), and gp41 mediates fusion. It infects CD4 T cells, macrophages and microglia. Transmission is sexual, by blood and needles, and perinatal or by breast milk; it is not spread by casual contact. Infection passes through three phases.

10005002000 CD4 cells per µL AcuteClinical latency (years)AIDS Viral load CD4 count CD4 below 200 defines AIDS 0 to 12 weeks often 8 to 10 years untreated months to years
Figure 14.3 Natural history of untreated HIV infection. Viral load spikes during the acute illness, falls to a set point as CD8 cells respond, and climbs again as CD4 cells are steadily lost; AIDS is defined by a CD4 count below 200/µL or an AIDS-defining illness.

Acute retroviral syndrome appears 2 to 4 weeks after exposure as a mononucleosis-like illness (fever, sore throat, lymphadenopathy, rash). During clinical latency the patient feels well, but replication continues in lymphoid tissue. AIDS is a CD4 count under 200 cells/µL or an AIDS-defining illness. Screening uses a fourth-generation antigen and antibody immunoassay (p24 antigen plus anti-HIV antibodies, shortening the window period) followed by a differentiation assay; viral load (RNA PCR) monitors treatment. Opportunistic infections track the CD4 count:

Combination antiretroviral therapy (nucleoside and non-nucleoside reverse transcriptase inhibitors, integrase inhibitors, protease inhibitors, entry and fusion inhibitors) suppresses the virus, restores CD4 counts and, when viral load is undetectable, prevents sexual transmission. Post-exposure prophylaxis should start as soon as possible, ideally within hours and no later than 72 hours; pre-exposure prophylaxis protects people at ongoing risk.

Respiratory viruses and latency

Rhinovirus causes most common colds. Influenza begins abruptly with high fever, myalgia and cough; complications include primary viral pneumonia and secondary bacterial pneumonia (especially S. aureus), and aspirin in children with influenza or varicella risks Reye syndrome (fatty liver and encephalopathy). Annual vaccination is the main prevention. RSV is the leading cause of bronchiolitis and pneumonia in infants. SARS-CoV-2 enters through ACE2 and ranges from mild illness with loss of smell to pneumonia and thrombosis. Latency is the hallmark of herpesviruses: HSV-1 hides in the trigeminal ganglion, HSV-2 in sacral ganglia, VZV in dorsal root and cranial nerve ganglia, EBV in memory B cells and CMV in monocytes; stress, illness, ultraviolet light and immunosuppression trigger reactivation.

Clinical link. Shingles often begins with burning, dermatomal pain 2 to 4 days before the rash, easily mistaken for radiculopathy, rib dysfunction or even cardiac or abdominal pain. Unilateral band-like thoracic pain with hypersensitive skin in an older or immunosuppressed patient deserves a look at the skin and a recheck in a few days. Active vesicles are contagious to people who have never had chickenpox; cover them and avoid direct contact.

Prions

Prions are infectious proteins with no nucleic acid. The abnormal isoform (PrPSc) is rich in β-pleated sheet, resists proteases and converts the normal α-helical cellular protein (PrPc) into more of itself. Accumulation causes spongiform encephalopathy: vacuolated neurons and gliosis without inflammation. Creutzfeldt-Jakob disease (sporadic most common) causes rapidly progressive dementia with startle myoclonus and ataxia, periodic sharp-wave EEG complexes, CSF 14-3-3 protein and positive RT-QuIC, and death usually within a year. Variant CJD follows eating beef from cattle with bovine spongiform encephalopathy, affects younger patients and begins with psychiatric symptoms. Kuru and fatal familial insomnia are other prion diseases. Iatrogenic transmission has followed dura mater and corneal grafts, cadaveric growth hormone and reused neurosurgical instruments, because prions resist standard autoclave cycles, formaldehyde, alcohol, radiation and UV light; inactivation requires extended high-temperature autoclaving combined with sodium hydroxide, or disposal.

Board tip. In hepatitis B serology, anti-HBs alone means vaccinated, anti-HBs plus IgG anti-HBc means recovered from natural infection, HBsAg plus IgM anti-HBc means acute infection, and HBsAg plus IgG anti-HBc for more than 6 months means chronic infection. The window period has only IgM anti-HBc.
Key point

A virus is nucleic acid in a capsid, sometimes enveloped; envelopes make viruses fragile, while naked viruses survive on surfaces and spread fecal-orally. Receptors decide tropism, herpesviruses establish lifelong latency in ganglia or lymphocytes, hepatitis B and C cause chronic liver disease, and HIV destroys CD4 cells until opportunistic infections appear at predictable counts. Prions are protein only and survive routine sterilization.

Section 4Fungi and parasites

Fungal biology

Fungi are eukaryotes with 80S ribosomes, a cell wall of chitin and β-glucan, and ergosterol (not cholesterol) in their cell membranes, which is why most antifungals target ergosterol. Yeasts are single round or oval cells that reproduce by budding. Molds grow as branching tubular hyphae that form a mat (mycelium); hyphae are septate (cross walls, as in Aspergillus and the dermatophytes) or nonseptate (coenocytic, as in Mucor and Rhizopus). Candida albicans forms pseudohyphae (chains of elongated buds) and true germ tubes at body temperature. Dimorphic fungi switch form with temperature: "mold in the cold, yeast in the heat," growing as mold in soil at 25 °C and as yeast in tissue at 37 °C (Coccidioides forms spherules instead). Cell-mediated immunity contains most fungal infections, so serious disease concentrates in the immunocompromised. Diagnosis uses KOH preparation, Sabouraud culture, special stains and antigen tests.

Yeastbudding cellsCryptococcus Pseudohyphaechains of budsCandida Septate hyphae45° branchingAspergillus Nonseptate90° branchingMucor, Rhizopus Spherulefull of endosporesCoccidioides
Figure 14.4 Fungal forms seen in tissue. Narrow septate hyphae branching at acute angles suggest Aspergillus; broad, ribbon-like nonseptate hyphae branching at right angles suggest Mucor or Rhizopus; a large spherule packed with endospores is diagnostic of Coccidioides.

Superficial, cutaneous and subcutaneous mycoses

Superficial mycoses involve only the outer stratum corneum and provoke little inflammation. Tinea (pityriasis) versicolor, caused by Malassezia, produces hypopigmented or hyperpigmented scaly patches on the trunk and shoulders, worse in heat and humidity, with a "spaghetti and meatballs" KOH picture (short hyphae and round yeasts). Cutaneous mycoses are the dermatophytoses (Trichophyton, Microsporum, Epidermophyton), which digest keratin in skin, hair and nails and are spread by direct contact, fomites, animals and damp floors: tinea pedis (most common), corporis (ringworm with an active scaly border and central clearing), cruris, capitis and unguium (onychomycosis). Some Microsporum species fluoresce under a Wood lamp. Subcutaneous mycoses enter through puncture wounds: sporotrichosis (Sporothrix schenckii, the "rose gardener's disease") causes a nodule at the thorn prick followed by a chain of nodules along the draining lymphatics.

Clinical link. Tinea corporis and tinea capitis spread by skin contact and contaminated surfaces, including the face cradle, headrest and table vinyl. Scaly annular lesions on a patient's neck or face mean gloves, avoiding direct contact with the lesion, disinfecting with a product labeled fungicidal, fresh face paper, and a suggestion to see a primary care provider. Wrestlers, athletes and children are frequent carriers.

Systemic and opportunistic mycoses

FungusWhere and howDisease and tissue form
Histoplasma capsulatumOhio and Mississippi River valleys; bird and bat droppings, cavesOften mild pneumonia that mimics TB, calcified granulomas; small yeasts inside macrophages; disseminated disease in AIDS
Blastomyces dermatitidisEast of the Mississippi, Great Lakes, Ohio valleyPneumonia, verrucous skin lesions, lytic bone lesions including vertebrae; large yeast with broad-based budding
Coccidioides immitisDesert Southwest US (San Joaquin Valley); dust storms, construction, earthquakes"Valley fever" with erythema nodosum ("desert bumps") and arthralgia; spherules with endospores; may disseminate to bone and meninges
Candida albicansNormal flora of mouth, gut and vaginaThrush, vulvovaginitis (after antibiotics, in diabetes and pregnancy), intertrigo, diaper rash, esophagitis in AIDS, candidemia from catheters, endocarditis in IV drug users
Aspergillus fumigatusUbiquitous in soil and decaying vegetationAllergic bronchopulmonary aspergillosis (asthma, cystic fibrosis), aspergilloma (fungus ball in an old TB cavity), invasive disease in neutropenia; A. flavus aflatoxin causes hepatocellular carcinoma
Cryptococcus neoformansPigeon droppingsMeningitis in AIDS; thick polysaccharide capsule seen with India ink, capsular antigen test in CSF
Mucor, RhizopusUbiquitous moldsRhinocerebral mucormycosis in diabetic ketoacidosis and neutropenia; invades vessels; black necrotic eschar of nose or palate
Pneumocystis jiroveciiInhaled; yeast-like fungusDiffuse bilateral interstitial pneumonia in AIDS with CD4 under 200; silver stain shows cysts; treated and prevented with trimethoprim-sulfamethoxazole

Antifungal drugs: polyenes (amphotericin B, nephrotoxic; nystatin, topical or swish) bind ergosterol and punch pores; azoles (fluconazole, itraconazole, ketoconazole, clotrimazole) inhibit ergosterol synthesis; echinocandins (caspofungin) block β-glucan synthesis; terbinafine inhibits squalene epoxidase and is used for onychomycosis; griseofulvin binds microtubules and is used for tinea capitis.

Protozoa

Protozoa are single-celled eukaryotes; many alternate between a motile feeding trophozoite and a resistant cyst that transmits infection.

ProtozoanTransmissionDisease and clues
Giardia lambliaCysts in stream water (campers, hikers), day careFoul, fatty, nonbloody diarrhea, bloating; pear-shaped binucleate trophozoites; metronidazole
Entamoeba histolyticaFecal-oral cystsBloody dysentery, flask-shaped colonic ulcers, liver abscess ("anchovy paste"); trophozoites contain ingested red cells
CryptosporidiumOocysts in water, swimming pools (resist chlorine)Self-limited watery diarrhea; severe and chronic in AIDS; acid-fast oocysts
PlasmodiumAnopheles mosquitoMalaria with cyclic fever and hemolysis; P. falciparum most severe (cerebral malaria); P. vivax and P. ovale leave dormant liver hypnozoites requiring primaquine; sickle trait protects
Toxoplasma gondiiCat feces, undercooked meat, transplacentalCongenital chorioretinitis, hydrocephalus, intracranial calcifications; ring-enhancing brain lesions in AIDS; pregnant women should avoid litter boxes
Trypanosoma cruzi, T. bruceiReduviid ("kissing") bug; tsetse flyChagas disease (dilated cardiomyopathy, megacolon, megaesophagus); African sleeping sickness
Trichomonas vaginalisSexualFrothy, foul vaginal discharge, "strawberry" cervix; motile flagellated trophozoites; no cyst form
Naegleria fowleriWarm freshwater forced up the nose, through the cribriform plateRapidly fatal primary amebic meningoencephalitis

Helminths

Helminths are multicellular worms. Tissue-invading helminths drive a Th2 response with eosinophilia and high IgE; purely luminal worms often do not.

Arthropod vectors

VectorDiseases carried
Ixodes (deer or black-legged) tickLyme disease, babesiosis, anaplasmosis
Dermacentor (dog and wood) tickRocky Mountain spotted fever, tularemia, tick paralysis (ascending flaccid paralysis that resolves when the tick is removed)
Amblyomma (lone star) tickEhrlichiosis; alpha-gal red meat allergy
Anopheles mosquitoMalaria
Aedes mosquitoDengue, yellow fever, Zika, chikungunya
Culex mosquitoWest Nile virus, filariasis
FleasPlague (Yersinia pestis), murine typhus
Body liceEpidemic typhus (Rickettsia prowazekii), trench fever, relapsing fever
Sandfly, tsetse fly, reduviid bug, black flyLeishmaniasis, sleeping sickness, Chagas disease, river blindness
MitesScabies (Sarcoptes scabiei: intensely itchy burrows in finger webs, wrists and waistline, worse at night), scrub typhus
Board tip. "Mold in the cold, yeast in the heat" identifies the dimorphic fungi. Match fungus to place: Histoplasma with river valleys and bat caves, Blastomyces with the Great Lakes and broad-based buds, Coccidioides with the desert Southwest and spherules. Match parasite to food: pork with Taenia solium and Trichinella, fish with Diphyllobothrium and Clonorchis, cats with Toxoplasma, streams with Giardia.
Key point

Fungi are eukaryotes with ergosterol membranes that grow as yeasts, molds or both; superficial and cutaneous mycoses are nuisances spread by contact, endemic dimorphic fungi are inhaled from soil, and opportunists (Candida, Aspergillus, Cryptococcus, Mucor, Pneumocystis) strike the immunocompromised. Protozoa spread through water, food, sex and insects; helminths cause eosinophilia when they invade tissue; and each arthropod vector carries a predictable set of diseases.

Section 5Epidemiology and disease control

Measuring disease

Incidence is the number of new cases in a population at risk over a stated time (for example, 12 new cases per 1,000 people per year); it measures risk. During an outbreak the incidence among those exposed is called the attack rate. Prevalence is the number of existing cases at a point in time (point prevalence) or over a period, divided by the population; it measures burden. For a stable disease, prevalence ≈ incidence × average duration. A treatment that prolongs life without curing (insulin, antiretroviral therapy) raises prevalence without changing incidence; a rapidly fatal or quickly cured disease has low prevalence even with high incidence. The mortality rate is deaths from a disease per population; the case fatality rate is deaths among those who have the disease. A disease is endemic when constantly present at a usual level, epidemic when clearly above that level, and pandemic when epidemic across several countries or continents.

Study designs

DesignHow it worksMeasureStrengths and weaknesses
Case report and case seriesDescribes one or a few patientsNoneGenerates hypotheses; no comparison group
Cross-sectionalMeasures exposure and disease at one momentPrevalenceQuick; cannot show which came first
Case-controlStarts with people who have the disease and controls who do not, then looks back at exposureOdds ratioBest for rare diseases; fast and cheap; prone to recall bias
Cohort (prospective or retrospective)Starts with exposed and unexposed people and follows them for outcomesRelative risk, incidenceBest for rare exposures; shows temporal sequence; costly, loss to follow-up
Randomized controlled trialRandomly assigns an intervention, ideally double-blindedRelative risk, absolute risk reduction, number needed to treatGold standard for cause and treatment effect; randomization balances confounders
Systematic review and meta-analysisPools results of many studiesPooled estimateTop of the evidence hierarchy; only as good as included studies

With a 2 × 2 table of exposure (rows) against disease (columns), cells a, b, c, d: relative risk = [a/(a+b)] / [c/(c+d)]; odds ratio = ad/bc; attributable risk = incidence in exposed minus incidence in unexposed. For treatments, absolute risk reduction = control event rate minus treated event rate, and the number needed to treat = 1/ARR. A relative risk or odds ratio of 1 means no association; if its 95 percent confidence interval includes 1, the result is not statistically significant. Major threats to validity are selection bias, recall bias, measurement bias, the Hawthorne effect (subjects behave differently when observed), lead-time bias (earlier diagnosis appears to prolong survival) and confounding (a third factor linked to both exposure and outcome). A type I error (α) is a false positive conclusion, a type II error (β) a false negative, and power = 1 − β.

Sensitivity, specificity and predictive values

Diagnostic and screening tests are judged against a gold standard. Sensitivity = TP / (TP + FN) is the proportion of diseased people who test positive; a highly sensitive test rarely misses disease, so a negative result rules it out ("SnNout") and such tests are used for screening. Specificity = TN / (TN + FP) is the proportion of healthy people who test negative; a highly specific test rarely labels healthy people as sick, so a positive result rules disease in ("SpPin") and such tests are used to confirm. Positive predictive value = TP / (TP + FP) and negative predictive value = TN / (TN + FN) answer the patient's question: given my result, how likely is it that I do or do not have the disease? Sensitivity and specificity are properties of the test; predictive values change with prevalence: as prevalence rises, PPV rises and NPV falls. Lowering a test's cutoff to catch more cases raises sensitivity at the cost of specificity, the trade-off traced by a ROC curve. Reliability (precision) is reproducibility between examiners or trials; validity (accuracy) is closeness to the truth.

Worked example: 1,000 people, prevalence 10%, sensitivity 90%, specificity 80%Disease present (100)Disease absent (900)Total
Test positiveTP = 90FP = 180270
Test negativeFN = 10TN = 720730
ResultSensitivity 90/100 = 90%Specificity 720/900 = 80%PPV 90/270 = 33%; NPV 720/730 = 98.6%
Board tip. In the example, two thirds of positive results are false even though the test is "90 percent sensitive." That is the effect of low prevalence on PPV, and it is why screening low-risk populations generates many false positives. Sensitivity and specificity do not change with prevalence; predictive values do.

Outbreak investigation and the chain of infection

An outbreak investigation proceeds in order: verify the diagnosis; confirm an outbreak against baseline; write a case definition; find and count cases; describe them by time, place and person with an epidemic curve; test hypotheses with an analytic study; apply control measures as early as possible; communicate and keep up surveillance. The shape of the epidemic curve is telling: a point-source outbreak (one meal) rises and falls sharply within one incubation period; a continuous common source (contaminated water supply) plateaus; a propagated outbreak (person to person, such as measles) shows successive waves one incubation period apart. Clinicians, including chiropractors in most jurisdictions, report notifiable diseases (for example measles, pertussis, tuberculosis, syphilis, hepatitis and foodborne outbreaks) to the local or state health department.

Infectiousagent Reservoir Portal ofexit Mode oftransmission Portal ofentry Susceptiblehost Chain of infection Diagnose and treat Clean and disinfectsurfaces, equipment Cover coughs,dress wounds Hand hygiene,PPE, masks Gloves, sterilesingle-use needles Vaccinate, treatunderlying illness
Figure 14.5 The chain of infection. An infection spreads only if every link holds; green notes show a practical way to break each link in a clinical office.

The six links: the infectious agent; its reservoir (humans, including asymptomatic carriers; animals, for zoonoses; soil or water); the portal of exit (respiratory tract, blood, skin lesions, feces); the mode of transmission; the portal of entry (mucous membranes, broken skin, needle puncture); and a susceptible host (unvaccinated, very young or old, immunosuppressed, diabetic). Modes of transmission are contact (direct skin-to-skin, or indirect via fomites such as a headrest or reflex hammer), droplet (large particles traveling about 1 to 2 meters: influenza, pertussis, N. meningitidis, mumps), airborne (small droplet nuclei that stay suspended: tuberculosis, measles, varicella; require an N95 respirator and negative-pressure room), vehicle (food, water, blood products) and vector (mechanical, such as flies, or biological, where the agent develops inside the arthropod, such as malaria in mosquitoes). Prevention is primary (prevent disease: vaccination, hand hygiene), secondary (detect early: screening) or tertiary (limit disability from established disease: rehabilitation).

Sterilization, disinfection and antisepsis

Sterilization destroys all microbial life, including bacterial spores. Methods: steam autoclave (moist heat under pressure, classically 121 °C at 15 psi for 15 to 30 minutes, or 132 to 134 °C for shorter cycles; denatures proteins and is the standard for heat-tolerant items), dry heat (about 160 to 170 °C for 1 to 2 hours), ethylene oxide gas and hydrogen peroxide plasma for heat-sensitive items, ionizing radiation for disposables, and prolonged immersion in liquid chemical sterilants such as glutaraldehyde. Steam cycles are verified with biological indicators (spores of Geobacillus stearothermophilus) and chemical indicator tape. Disinfection eliminates most pathogens on inanimate objects but not necessarily spores. Antisepsis applies an antimicrobial to living tissue (alcohol, chlorhexidine, povidone-iodine). Sanitization lowers counts to safe public health levels, and pasteurization kills milk-borne pathogens such as Listeria and Brucella but is not sterilization.

Microbes differ in resistance, from most to least: prions, bacterial spores, mycobacteria, small nonenveloped viruses (polio, norovirus), fungi, vegetative bacteria, and enveloped viruses (HIV, HBV, influenza, herpes), which are the easiest to kill. Alcohol hand rub does not kill C. difficile spores and is weak against norovirus, so soap and water are used after caring for those patients and when hands are visibly soiled, and a sporicidal agent such as diluted bleach is used on surfaces.

Spaulding categoryItem contactsRequired processingOffice examples
CriticalSterile tissue or the bloodstreamSterilization or sterile single-useAcupuncture and dry-needling needles, lancets, scalpel blades
SemicriticalMucous membranes or nonintact skinHigh-level disinfection (glutaraldehyde, ortho-phthalaldehyde, hydrogen peroxide) or sterilizationSpecula and other instruments entering a body cavity
NoncriticalIntact skin onlyLow- or intermediate-level disinfection (EPA-registered quaternary ammonium, phenolics, alcohol 60 to 90 percent, dilute bleach; intermediate products kill mycobacteria)Adjusting tables and face cradles, reflex hammers, tuning forks, stethoscopes, blood pressure cuffs, goniometers, activator instruments, therapy electrodes and ultrasound heads

Standard precautions and the chiropractic office

Standard precautions treat blood and all body fluids, secretions and excretions except sweat, plus nonintact skin and mucous membranes, as potentially infectious for every patient regardless of diagnosis. They comprise hand hygiene (alcohol rub for 20 to 30 seconds, or soap and water for at least 20 seconds; before and after every patient contact, after touching surroundings, after glove removal and after body fluid exposure), personal protective equipment chosen for the anticipated exposure (gloves for blood or lesions, mask and eye protection for splashes), respiratory hygiene (masks for coughing patients, tissues, distance), safe sharps practice (never recap by hand; use puncture-resistant containers at the point of use), safe injection practices, and environmental cleaning. Transmission-based precautions are added for known or suspected infection: contact (gown and gloves: MRSA, C. difficile, scabies), droplet (surgical mask) and airborne (fit-tested N95 and an airborne isolation room). Under the occupational bloodborne pathogens standard, employers with exposed staff keep a written exposure control plan, provide annual training and PPE, and offer the hepatitis B vaccine at no cost.

In practice: change headrest paper and wipe the face cradle and any vinyl touched by skin with an EPA-registered disinfectant between patients, observing the label contact time; clean hands between patients; use single-patient or cleaned electrodes and hot pack covers; avoid direct contact with active herpes, impetigo, tinea, scabies or draining wounds; and keep staff vaccinated and home when febrile.

Clinical link. After a needlestick or blood splash (for example during dry needling), wash the wound with soap and water or flush mucous membranes with water, report the exposure immediately, identify and test the source patient with consent, and get medical evaluation at once: HIV post-exposure prophylaxis works best when started within hours, and hepatitis B immune globulin and vaccine may be indicated for an unvaccinated worker.
Key point

Incidence measures new cases and risk, prevalence measures existing burden, and prevalence equals incidence times duration. Case-control studies yield odds ratios for rare diseases, cohort studies yield relative risks for rare exposures, and randomized trials test treatments. Sensitive tests rule out, specific tests rule in, and predictive values swing with prevalence. Infection control breaks the chain of infection: sterilize what enters tissue, disinfect what touches skin, and apply standard precautions to every patient.

The chapter in one breath

  • Innate immunity is fast and nonspecific (barriers, neutrophils, macrophages, NK cells, complement); adaptive immunity is specific, slower and has memory.
  • IgM appears first and signals recent infection, IgG dominates secondary responses and crosses the placenta, IgA protects mucosa, IgE drives allergy and antiparasite defense.
  • MHC I presents internal peptides to CD8 cells; MHC II presents engulfed peptides to CD4 cells; Th1, Th2, Th17 and Treg cells steer the response.
  • Live attenuated vaccines give strong immunity but are avoided in pregnancy and immunodeficiency; toxoids protect against tetanus and diphtheria; conjugate vaccines let infants respond to capsules.
  • Gram-positive bacteria have thick peptidoglycan and stain purple; gram-negative bacteria have an LPS outer membrane and stain pink; endotoxin causes septic shock, exotoxins act on specific targets.
  • S. aureus causes most osteomyelitis and septic arthritis; fluoroquinolones can rupture tendons; resistance comes from enzymes, altered targets, reduced entry and efflux.
  • Enveloped viruses are fragile; naked viruses persist on surfaces; herpesviruses stay latent in ganglia and reactivate as cold sores or shingles.
  • HBsAg means infection, anti-HBs means immunity, IgM anti-HBc means acute infection; HIV causes AIDS when CD4 falls below 200, with opportunistic infections at predictable counts.
  • Prions are protein only and resist ordinary sterilization.
  • Fungi are yeasts, molds or dimorphic; dermatophytes spread by contact; Histoplasma, Blastomyces and Coccidioides are geographic; protozoa, helminths and vectors each have classic sources.
  • Incidence is new cases, prevalence is existing cases; sensitivity rules out, specificity rules in, and PPV rises with prevalence.
  • Sterilization kills spores; Spaulding matches processing to risk; standard precautions and hand hygiene apply to every patient.

Words worth knowing

TermWhat it means
EpitopeThe specific part of an antigen that an antibody or T cell receptor binds.
OpsonizationCoating of a microbe with antibody or C3b so phagocytes can ingest it more easily.
Membrane attack complexThe C5b to C9 complement assembly that punches holes in target cell membranes.
Herd immunityProtection of nonimmune people when enough of the population is immune to stop sustained spread.
ToxoidA chemically inactivated toxin that still induces protective antibodies.
PeptidoglycanThe cross-linked sugar and peptide mesh that forms the bacterial cell wall.
LipopolysaccharideThe outer membrane molecule of gram-negative bacteria whose lipid A portion is endotoxin.
EndosporeA dormant, highly resistant form made by Bacillus and Clostridium, destroyed reliably only by sterilization.
ConjugationTransfer of DNA, usually a plasmid, from one bacterium to another through a sex pilus.
Lysogenic conversionAcquisition of new genes, such as toxin genes, from a bacteriophage integrated into the bacterial chromosome.
SuperantigenA toxin that links MHC II to T cell receptors outside the antigen groove, activating huge numbers of T cells.
LatencyA dormant viral state in which the genome persists without producing virus and can later reactivate.
Reverse transcriptaseA viral enzyme that copies RNA into DNA, used by retroviruses and hepatitis B.
Window periodIn hepatitis B, the gap after HBsAg disappears and before anti-HBs appears, when only IgM anti-HBc is detectable.
PrionA misfolded infectious protein, without nucleic acid, that converts normal protein into the abnormal form.
Dimorphic fungusA fungus that grows as a mold in the environment and as a yeast (or spherule) in tissue.
DermatophyteA fungus that digests keratin and infects skin, hair and nails (tinea).
IncidenceThe rate of new cases in a population at risk over a defined period.
PrevalenceThe proportion of a population that has a disease at a point or during a period.
FomiteAn inanimate object that carries infectious agents from one person to another.
SterilizationA process that destroys all microbial life, including bacterial spores.
Standard precautionsInfection control practices applied to every patient, treating all blood and body fluids as potentially infectious.

Check yourself

Which antibody class appears first in a primary immune response, and what does finding it in a patient's serum usually mean?
IgM; it indicates current or recent infection. IgM is the first antibody secreted by newly activated B cells; class switching to IgG follows with T cell help.
A young adult has recurrent meningococcal infections. Deficiency of which complement components is most likely?
The terminal components, C5 to C9. Without the membrane attack complex, the body cannot lyse thin-walled Neisseria.
Why are live attenuated vaccines such as MMR and varicella avoided in pregnancy and in patients with severe immunodeficiency?
The weakened organism can still replicate and cause disease in a host who cannot control it, or infect the fetus. Inactivated, subunit, toxoid and conjugate vaccines cannot replicate and are used instead.
During the Gram stain, which step separates gram-positive from gram-negative bacteria, and what structural difference explains it?
The alcohol or acetone decolorization step. The thick peptidoglycan of gram-positive cells retains the crystal violet and iodine complex; the thin peptidoglycan beneath a lipid outer membrane in gram-negative cells does not, so they take up safranin and appear pink.
A farmer with a deep puncture wound develops jaw stiffness, facial grimacing and painful spasms with arching of the back. What toxin is responsible and how does it act?
Tetanospasmin from Clostridium tetani. It travels retrograde to the spinal cord and blocks release of the inhibitory transmitters GABA and glycine, producing spastic paralysis. Prevention is the tetanus toxoid.
A health care worker's serology shows anti-HBs positive, HBsAg negative and anti-HBc negative. Interpret.
Immunity from hepatitis B vaccination. The vaccine contains only surface antigen, so it produces anti-HBs without anti-HBc; natural infection would also leave anti-HBc.
A patient with AIDS and a CD4 count of 150 cells/µL has dry cough, fever and bilateral interstitial infiltrates. What organism is most likely, and how is it prevented?
Pneumocystis jirovecii pneumonia. It is the classic opportunistic infection below a CD4 of 200 and is prevented and treated with trimethoprim-sulfamethoxazole.
A man from Arizona has fever, cough and tender red nodules on his shins after a dust storm. Biopsy of a lung lesion shows large spherules filled with endospores. Diagnosis?
Coccidioidomycosis (valley fever). Coccidioides is a dimorphic fungus of the desert Southwest whose arthroconidia are inhaled from soil; erythema nodosum is a common hypersensitivity sign.
A screening test has 95 percent sensitivity and 90 percent specificity. It is applied to a population where the disease is rare. What happens to its positive predictive value, and why?
The PPV is low. When prevalence is low, false positives from the 10 percent of healthy people who test positive outnumber true positives. Sensitivity and specificity stay the same; only predictive values change with prevalence.
Under the Spaulding classification, what level of processing does a chiropractic face cradle need, and what does a dry-needling needle need?
Face cradle: low- or intermediate-level disinfection; needle: sterile, single use. The face cradle is noncritical because it touches only intact skin, while a needle is critical because it enters sterile tissue.