Access to self-management education, conservative treatment and surgery for arthritis according to socioeconomic status




There is now a considerable body of research investigating inequities in access to health care for arthritis according to socioeconomic status (SES). Conducted in a range of settings internationally, studies have examined specific socioeconomic factors (including education, income, deprivation and health insurance status) in relation to access to treatment. This chapter provides a comprehensive review of the available evidence on disparities in access to self-management education, conservative therapy and surgical treatment for arthritis, according to SES. There is some evidence of SES disparities in access to self-management education and advice, primary care, specialist care, physical therapy and medications, and strong evidence that people with less education or lower income experience significant disparities in access to joint replacement surgery. In view of research indicating that disparities may adversely affect patient outcomes, examples of initiatives designed to optimise access to care for disadvantaged groups are also described.


Introduction


Equitable access to treatment for arthritis is an important goal for clinicians and health policy makers, as delayed access to health care can result in poorer patient outcomes . There is now a considerable body of research into disparities in access to treatment for arthritis and this spans a range of demographic factors including gender, race and socioeconomic status (SES). While several review papers have covered disparities in access to joint replacement (arthroplasty), only two have included socioeconomic disparities , although to a limited extent. To our knowledge, there have been no published reviews on disparities in access to arthritis self-management education or conservative management according to SES. This chapter aims to provide a comprehensive review of research into access to self-management education, conservative management and surgical treatment for arthritis according to specific socioeconomic factors.




Methods


Scope of the review


For the purpose of this review, SES was initially considered to encompass factors such as education, income and employment. However, additional socioeconomic factors including deprivation, insurance coverage and housing were identified from the search results and were considered relevant to the review. The review was restricted to studies reporting care for arthritis, or for osteoarthritis (OA) or rheumatoid arthritis (RA), being the most common arthritides. As previous reviews have focussed specifically on access to joint replacement surgery according to gender and race or ethnicity , these factors are not evaluated in this chapter.


Literature search


A systematic search of the Cochrane Library, EBSCO CINAHL, EBSCO PsycINFO, Medline (ISI) and PubMed databases was undertaken in March 2012 to identify papers of potential relevance. The final search strategy combined MeSH headings relating to SES, conservative and surgical management and the conditions of interest: ‘(Social Class or Socioeconomic Factors or Occupations) and (Therapeutics or Drug therapy or Complementary Therapies or Patient Education or Arthroplasty, Replacement or Arthroscopy) and (Arthritis or Osteoarthritis or Arthritis, Rheumatoid) ± Health Services Accessibility’. The search results were pooled ( n = 699) and screened for relevance. There was no restriction on study type, but papers were excluded if published in a language other than English, or if published prior to 2000 to ensure currency of information. Additional papers of relevance were identified from reference lists and World Wide Web searches.


Review of relevant literature


Initial screening revealed substantial variation between studies, in terms of study design, data sources and measures of SES. Meta-analysis techniques were therefore not considered to be appropriate and a narrative review was undertaken.




Methods


Scope of the review


For the purpose of this review, SES was initially considered to encompass factors such as education, income and employment. However, additional socioeconomic factors including deprivation, insurance coverage and housing were identified from the search results and were considered relevant to the review. The review was restricted to studies reporting care for arthritis, or for osteoarthritis (OA) or rheumatoid arthritis (RA), being the most common arthritides. As previous reviews have focussed specifically on access to joint replacement surgery according to gender and race or ethnicity , these factors are not evaluated in this chapter.


Literature search


A systematic search of the Cochrane Library, EBSCO CINAHL, EBSCO PsycINFO, Medline (ISI) and PubMed databases was undertaken in March 2012 to identify papers of potential relevance. The final search strategy combined MeSH headings relating to SES, conservative and surgical management and the conditions of interest: ‘(Social Class or Socioeconomic Factors or Occupations) and (Therapeutics or Drug therapy or Complementary Therapies or Patient Education or Arthroplasty, Replacement or Arthroscopy) and (Arthritis or Osteoarthritis or Arthritis, Rheumatoid) ± Health Services Accessibility’. The search results were pooled ( n = 699) and screened for relevance. There was no restriction on study type, but papers were excluded if published in a language other than English, or if published prior to 2000 to ensure currency of information. Additional papers of relevance were identified from reference lists and World Wide Web searches.


Review of relevant literature


Initial screening revealed substantial variation between studies, in terms of study design, data sources and measures of SES. Meta-analysis techniques were therefore not considered to be appropriate and a narrative review was undertaken.




Results


Socioeconomic factors


The studies reviewed have evaluated a range of socioeconomic factors in relation to access to care for arthritis. These include education, income, occupation and measures of relative socioeconomic disadvantage or deprivation. Deprivation was only reported in studies from the UK, and a variety of measures were used to assess this construct including the Carstairs index, Townsend deprivation score, Scottish Index of Multiple Deprivation, the Index of Multiple Deprivation (England) and the receipt of welfare benefits. A number of studies also used health insurance status as a proxy for SES. Medicaid coverage has been used as a marker of poverty or low income in several studies based in the United States (US), as this programme provides means-tested health-care funding for people with limited income or resources .


Access to self-management education and conservative management


We identified 28 studies that investigated associations between SES and access to self-management education or conservative management ( Table 1 ). These studies examined access to self-management education and other advice, primary health (general practitioner) care, musculoskeletal specialists (rheumatologists or orthopaedic surgeons), allied health services (physical and occupational therapy), medication use and complementary and alternative medicines (CAMs).



Table 1

Research studies investigating access to self-management education and conservative management according to socioeconomic status.















































































































































































































Authors Design Country Type of service Study population/dataset(s) used Summary of findings
Bernatsky et al. (2009) Qualitative study (focus groups) Canada Rheumatology specialist Patients with inflammatory arthritis, health care practitioners, and administrative health care decision-makers (total sample size not specified) Lower SES was identified as a barrier for access to rheumatology specialists.
Boyle et al. (2006) Prospective cohort study Canada Musculoskeletal specialists: rheumatologists, orthopaedic surgeons and general internal medicine specialists Individuals aged ≥15 years with self-reported arthritis and rheumatism, who also consulted a health care professional for their condition, identified from the 1996/1997 Ontario Health Survey ( n = 5052) Individuals residing in an area with a lower proportion of high school graduates were less likely to seek consultation with musculoskeletal specialists for their condition.
Bruce et al. (2007) Cross-sectional study US Arthritis self-management education Adults with arthritis participating in a life-long follow-up Arthritis, Rheumatism, and Aging Medical Information Systems study ( n = 619) Participation in arthritis self-management programs was not related to the number of years of education.
Carlson et al. (2009) Population-based survey US Arthritis self-management education Individuals with arthritis sourced from the 2007 Behavioural Risk Factor Surveillance System ( n = 29,698). Lower education was associated with not receiving self-management advice from a health professional.
Carter and Rizzo (2007) Population-based survey US Physical therapy Non-institutionalised civilians with a medically diagnosed musculoskeletal condition, who took part in the Medical Expenditure Panel Survey between 1996 and 2000 ( n = 18,546) Higher levels of education and having private health insurance were associated with a higher probability of receiving a physical therapy service.
Feldman et al. (2007) Retrospective analysis Canada Rheumatology specialist Incident RA patients diagnosed by a non-rheumatology specialist identified from a physician reimbursement administrative data set for the province of Quebec ( n = 10,001) Lower SES was associated with longer median time from initial visit to a physician to consultation with a rheumatologist.
Feldman et al. (2010) Cross-sectional study Canada Physical and occupational therapy Individuals with physician-confirmed arthritis recruited from primary care clinics in Quebec ( n = 211) Higher perceived need for physical or occupational therapy was associated with having college or university education but not income or financial security.
Fitzpatrick et al. (2004) Cross-sectional study UK Orthopaedic surgeon Patients undergoing THR in 5 English health regions between 1996 and 1997 (13,343 procedures) Public patients were over 5 times more likely to wait >3 months for an orthopaedic outpatient appointment.
People renting public housing were also more likely to have longer outpatient waits than those who owned their own home.
Fontaine et al. (2007) Population-based survey US Weight loss advice Data from the 2002 Behavioural Risk Factor Surveillance System ( n = 31,165) Among overweight or obese individuals with arthritis, higher level of education was associated with a higher probability of receiving weight loss advice from a health professional.
Freburger et al. (2003) Cross-sectional study US Physical therapy National Ambulatory Medical Care Survey (1995–1999) ( n = 4911 for primary care visits; n = 4207 for orthopaedic surgeon visits) Primary care visits covered by Medicaid were less likely to result in referral for physical therapy than visits covered by private insurance.
Hagglund et al. (2005) Cross-sectional study US Primary health care practitioner People aged ≥18 years with self-reported OA or RA recruited through community and web-based advertising ( n = 409) Access to a primary health care practitioner was not associated with education, income or health care plan.
Herman et at (2004) Cross-sectional study US CAM Individuals aged 18–84 years diagnosed with OA, RA, or fibromyalgia who attended a primary care clinic at the University of New Mexico (June 2000–May 2001) ( n = 612) Greater use of CAM was associated with higher level of education but not income.
Hootman et al. (2005) Population-based survey US Weight loss advice
Physical activity advice
Arthritis education
People aged ≥18 years with self-reported doctor-diagnosed arthritis identified from the 2003 National Health Interview Survey (total sample size not specified) Lower education was associated with less physical activity advice but not with weight loss advice.
Iversen et al. (2011) Prospective cohort study US Physical therapy Adults with RA recruited from a hospital-based registry ( n = 772) Lower education and lower income, but not health insurance status, were associated with less use of physical therapy services.
Jacobi et al. (2001) Cross-sectional study Netherlands General practitioner
Medical specialist
Allied health services
Adults with RA referred to a rheumatology centre ( n = 725) Low levels of education were associated with less use of allied health care but not with the use of other health care services.
Insurance type was not associated with utilisation of general practitioner, medical specialist or allied health services.
Jacobi et al. (2003) Prospective cohort study Netherlands Rheumatology specialist
Allied health services
Adults with RA recruited from a rheumatology registry ( n = 674) Low levels of education were associated with less access to allied health care but not with access to other health care services.
Jordan et al. (2004) Cross-sectional study UK Conventional and complementary medicine use including:
Paracetamol
NSAIDS
Cod liver oil
Glucosamine sulphate
Chondroitin sulphate
Chiropractor
Osteopath
Physiotherapy
General practitioner
Patients with a clinical diagnosis of knee OA recruited from primary practice clinics ( n = 828) Individuals employed in non-manual occupations were more frequent users of physiotherapy, glucosamine and chondroitin than individuals in manual occupations.
Kaboli et al. (2001) Population-based survey US CAM Individuals with self-reported, physician-diagnosed arthritis ( n = 480) Income, education and health insurance type were not related to CAM use.
Kim and Seo (2003) Cross-sectional study Korea CAM Arthritis patients recruited through rheumatology clinics affiliated with a university hospital ( n = 222) Greater use of CAM was associated with lower income, but not with education.
Lee et al. (2009) Cross-sectional study US Use of TNF-I therapy Consortium of Rheumatology Researchers of North America (CORRONA) database (sample size not specified) College graduates and those who had private health insurance were more likely to receive therapy with TNF-I than those with lower education and Medicare or Medicaid health cover.
Masseria et al. (2010) Population-based survey Italy Primary health practitioner
Medical specialist
Individuals with arthritis identified from the 2000 Multiscopo survey, matched with the European Community Household Panel survey for Italy ( n = 25,775) Those who were better off financially had greater access to general practitioner and specialist services than the poor with the same level of need.
Mehrotra et al. (2004) Population-based survey US Weight loss advice Obese adults with arthritis identified from the 2002 Behavioural Risk Factor Surveillance System survey ( n = 15,918) Level of education was not associated with receiving weight loss advice from a health care professional.
Milner et al. (2004) Population-based study UK General practitioner People aged ≥65 years from 2 Health Authority regions ( n = 11,214) including 388 individuals in need of hip replacement Socioeconomic deprivation was associated with less use of primary practitioner services.
Quandt et al. (2005) Population-based survey US CAM Individuals with arthritis identified from the 2002 National Health Interview Survey ( n = 9655) Greater use of CAM was associated with lower income, but not with education or insurance type.
Rahman et al. (2011) Prospective cohort study Canada Orthopaedic surgeon Patients newly diagnosed with OA from 1996 to 1998 in British Columbia ( n = 34,420) People residing in areas with the highest SES were most likely to see an orthopaedic surgeon for OA during the 8 years of follow-up.
Schmajuk et al. (2011) Population-based survey US DMARDs Patients with RA aged ≥65 years identified from the 2005 Healthcare Effectiveness Data and Information Set ( n = 93,143) Low personal income and residing in an area with lower SES was associated with less use of DMARDs.
Ünsal and Gözüm (2010) Cross-sectional study Turkey CAM Patients with arthritis attending physiotherapy and immunology clinics ( n = 250) Higher frequency of CAM use was associated with higher disposable income but not with education.
Yong et al. (2004) Cross-sectional population-based study with follow-up healthcare data linkage UK General practitioner People aged ≥65 years from 2 Health Authority regions ( n = 11,214) including 574 individuals in need of knee replacement People living in areas of greater deprivation were less likely to be utilising general practitioner services.

CAM: complementary and alternative medicines; DMARD: disease-modifying antirheumatic drug; NSAID: non-steroidal anti-inflammatory drug; OA: osteoarthritis; RA: rheumatoid arthritis; SES: socioeconomic status; TNF-I: tumour necrosis factor inhibitor.


Arthritis self-management education and provision of advice


Level of education was the only socioeconomic factor to have been explored in relation to access to arthritis self-management education (both structured and informal). Using data from the US National Health Interview Survey, Hootman et al. found that only 5% of those who did not complete high school had received arthritis education, compared with 12% of those with at least high school education. More recently, a large study in the US involving almost 30,000 people with arthritis found that those who did not complete high school had a lower likelihood of receiving self-management advice from a health professional, compared with college graduates (adjusted odds ratio (OR) 0.81, 95% confidence interval (CI) 0.69–0.95) . By contrast, a study by the developers of the Stanford self-management programmes found that level of education was unrelated to participation in arthritis self-management programmes in the San Francisco Bay area . However, this study sample is unlikely to be representative of the general population, with an average of 15 years of education and a self-management participation rate of over 42%.


In relation to informal self-management advice, one study found that people with higher education were significantly more likely to receive weight loss advice as a strategy for the management of their arthritis, compared with those who had not completed high school (adjusted ORs 1.19–1.69) . Other studies have reported no relationship between education and receipt of weight loss advice , regardless of whether or not adjustment was made for body mass index. On the other hand, people with arthritis were found to receive advice on physical activity for arthritis more frequently if they had completed at least high school (57% vs. 49% for those who did not complete high school) .


Primary care


There is no evidence to suggest that education level is associated with access to primary health care for arthritis. Two studies from the Netherlands involving people with RA found that education was not associated with the utilisation of general practitioner services . Similarly, a US-based survey of adults with self-reported OA and RA found that access to a primary health-care practitioner was not associated with education, after adjusting for other factors .


Two studies have investigated the association between income and access to primary health care, with contrasting findings. Hagglund et al. found that access to primary care was not associated with income, after adjusting for other factors. Conversely, an Italian population-based study, which included over 25,000 people with arthritis, found significant pro-rich income-related inequities in access to general practitioner services . Two related studies from the United Kingdom (UK) investigating access to knee and hip replacement surgery have found that deprivation (defined as receiving means-tested welfare benefits) was associated with reduced access to general practitioner services among people in need of joint replacement.


Few studies have investigated relationships between other socioeconomic factors and access to primary care. One study from the UK found that people employed in non-manual and manual occupations reported similar utilisation of primary care for knee OA . Similarly, insurance type (public vs. private) was not associated with utilisation of general practitioner services for arthritis in studies from the Netherlands or US .


Musculoskeletal specialist services


Although neither education nor insurance type was associated with use of rheumatology services among people with RA in studies from the Netherlands, there is evidence of a relationship between SES and access to specialist care in other countries. A Canadian study of people with arthritis and rheumatism found that individuals living in areas with a lower proportion of high school graduates reported less utilisation of musculoskeletal specialist services (rheumatologists, orthopaedic surgeons or general internal medicine specialists), after adjusting for other factors including local availability of specialists .


Other Canadian research found lower SES to be associated with a longer median time to consultation with a rheumatologist (adjusted hazard ratio (HR) 1.16, 95%CI 1.05–1.26) , and a subsequent qualitative study involving patients with inflammatory arthritis, health professionals and health-care administrators reported that lower SES was perceived to be a barrier for access to rheumatology specialists . Masseria et al. also reported significant pro-rich income-related inequity in access to specialist services in Italy and, most recently, a Canadian study found that the likelihood of consulting an orthopaedic surgeon for OA was greatest for patients in the highest SES quintile, compared with the lowest quintile (adjusted HR for males 1.42, 95%CI 1.27–1.58; 1.19, 95%CI 1.09–1.31 for females) .


Other SES factors have also been associated with delayed access to orthopaedic consultations among people in need of joint replacement surgery. Research involving people undergoing total hip replacement (THR) in England found that individuals whose health care was publicly funded were over 5 times more likely to wait more than 3 months for an orthopaedic outpatient appointment, compared to those with private funding (OR 5.28, 95%CI 4.22–6.59) . This study also reported that people who rented public housing were more likely to wait longer for an orthopaedic appointment, compared with people who owned their own home (OR for waiting >3 months 1.57, 95%CI 1.31–1.89).


Allied health services


Preliminary evidence suggests that lower education is associated with greater self-perceived need for physical and occupational therapy . At the same time, there is strong evidence to support a link between lower education and reduced access to allied health services. Research from the Netherlands involving people with RA has shown that individuals with a university education were twice as likely to use allied health services, compared with those who had a primary education or less (adjusted OR 2.1, 95%CI 1.1–4.0) . A later study involving the same population found even greater disparities in access to allied health services for those with the lowest level of education . A study from the US involving people with musculoskeletal conditions found that those who did not complete high school had a lower likelihood of receiving physical therapy (adjusted OR 0.72, 95%CI 0.61–0.86), compared with those who competed high school . In a study of people with RA in the US , those with less than college education were only half as likely to have used physical therapy services, compared with those who had higher education (adjusted OR 0.5, 95%CI 0.3–0.8).


In their study of people with RA, Iversen et al. found that the highest income group was twice as likely to receive physical therapy, compared with lower income groups (adjusted OR 2.0, 95%CI 1.2–3.1). However, no association between income or financial security and access to physical and occupational therapy was found in a US study . The relationship between health insurance status and access to allied health services is also unclear. Research from the Netherlands and US found no relationship between insurance type (private vs. public) and utilisation of allied health services for arthritis. However, in another US study, those who had public insurance (adjusted OR 0.66, 95%CI 0.55–0.80) or no health insurance (adjusted OR 0.57, 95%CI 0.43–0.74) were less likely to utilise physical therapy services than those who had private insurance . Similarly, a US study investigating referrals to physical therapy for musculoskeletal conditions found that primary care visits covered by Medicaid were significantly less likely to result in referral to physical therapy, compared with visits covered by private insurance . Insurance status did not affect referrals to physical therapy by orthopaedic surgeons in the same study.


Medication use


There is some evidence of disparities in access to medications for arthritis according to SES. Research from North America found that college graduates were more likely to receive tumour necrosis factor inhibitors (TNF-Is) for RA, compared with those who had secondary education or less (OR 1.33) . People with private insurance were also more likely to receive TNF-I therapy than those with Medicare or Medicaid cover (OR 1.22) . Lower SES and lower income have also been associated with lower use of disease-modifying antirheumatic drugs (DMARDs) for RA . No relationship was found between occupation category and use of paracetamol or non-steroidal anti-inflammatory medications in knee OA .


Complementary and alternative therapies


There is no clear pattern of SES disparities in access to complementary and alternative therapies. Although one US-based study involving people with OA, RA and fibromyalgia found that higher levels of education were associated with greater CAM use , other studies from the US , as well as those from Korea and Turkey have found no relationship between education and CAM use. Looking at income, some studies have reported an association between higher disposable income or higher annual household income and greater use of CAM among people with arthritis , while others have found a negative association or no relationship . A study of people with knee OA in the UK reported higher use of both glucosamine and chondroitin supplements by people in non-manual occupations, compared with those in manual jobs . The same study found no differences in the utilisation of chiropractic or osteopathy services between occupation groups . Two US studies have found that insurance type was not associated with CAM use .




There is strong evidence to support a link between lower education and reduced access to allied health services, and some evidence of SES disparities in access to primary care, specialist care, medications and self-management education and advice. There is no clear evidence of a consistent relationship between SES and access to CAM.



Access to arthroscopic surgery


Only two studies have investigated the relationship between SES and access to knee arthroscopy . In a retrospective study of patients who received THR, back surgery or arthroscopic knee surgery at 10 Swedish hospitals, Lofvendahl et al. found no relationship between education and waiting time for arthroscopy. However, the study sample comprised patients who received arthroscopic surgery for meniscus lesions; it is not known whether they had concomitant arthritis. In a later study, hospital admission databases in England and Canada were used to review rates of first knee arthroscopy among people aged 20 years and over in 1993, 1997, 2002 and 2004 . For both countries, overall rates of arthroscopy were lowest for the lowest income quintile and this pattern was consistent across the four time periods. When the analyses were limited to patients who had undergone arthroscopy for OA (excluding those with internal derangement or knee dislocation), those in the lowest income category remained least likely to have had surgery (Canada: 14% for lowest income quintile vs. 23% for highest quintile; England: 14% vs. 21%). We were unable to identify any published studies that investigated access to hip arthroscopy according to SES.


Nov 11, 2017 | Posted by in RHEUMATOLOGY | Comments Off on Access to self-management education, conservative treatment and surgery for arthritis according to socioeconomic status

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