BMC Health Services Research | |
Using U.S. Medicare records to evaluate the indirect health effects on spouses: a case study in Alzheimer’s disease patients | |
Lee Bowman2  Daniel E Ball2  Kristin Kahle-Wrobleski2  Joanna M Kubisiak1  Daniel M Gilden1  | |
[1] JEN Associates, 5 Bigelow Street, Cambridge, MA 02139, USA;Eli Lilly and Company, Lilly Corporate Center, Indianapolis, IN 46285, USA | |
关键词: Psychological stress; Caregivers; Indirect costs; Medical costs; Spouses; Administrative records; Medicare; Dementia; Alzheimer’s disease; | |
Others : 1127056 DOI : 10.1186/1472-6963-14-291 |
|
received in 2013-09-22, accepted in 2014-06-27, 发布年份 2014 | |
【 摘 要 】
Background
The burden experienced by spouses of patients with Alzheimer’s disease (AD) may have negative consequences for their physical health. We describe here a method for analyzing United States Medicare records to determine the changes in health service use and costs experienced by spouses after their marital partner receives an AD diagnosis.
Methods
We initially identified all beneficiaries in the 2001–2005 Medicare 5% sample who had multiple claims listing the ICD-9 diagnostic code for AD, 331.0. The 5% sample includes spouses who share a Medicare account with their marital partners because they lack a sufficient work history for full eligibility on their own. A matched cohort study assessed incremental health costs in the spouses of AD patients versus a control group of spouses of non-AD patients. Longitudinal and cross-sectional analyses tracked the impact of a patient’s AD diagnosis on his or her spouse’s healthcare costs.
Results
Our method located 54,593 AD patients of whom 11.5% had spouses identifiable via a shared Medicare account. AD diagnosis in one member of a couple was associated with significantly higher monthly Medicare payments for the other member’s healthcare. The spouses’ elevated costs commenced 2 to 3 months before their partners’ AD diagnosis and persisted over the follow-up period. After 31 months, the cumulative additional Medicare reimbursements totaled a mean $4,600 in the spouses of AD patients. This excess was significant even after accounting for differences in baseline health status between the cohorts.
Conclusion
The study methodology provides a framework for comprehensively evaluating medical costs of both chronically ill patients and their spouses. This method also provides monthly data, which makes possible a longitudinal evaluation of the cost effects of specific health events. The observed correlations provide a coherent demonstration of the interdependence between AD patients’ and spouses’ health. Future research should examine caregiving burden and other possible factors contributing to the AD spouses’ health outcomes. It should also extend the method presented here to evaluations of other chronic diseases of the elderly.
【 授权许可】
2014 Gilden et al.; licensee BioMed Central Ltd.
【 预 览 】
Files | Size | Format | View |
---|---|---|---|
20150219034914846.pdf | 307KB | download | |
Figure 1. | 29KB | Image | download |
【 图 表 】
Figure 1.
【 参考文献 】
- [1]Alzheimer’s Association: 2013 Alzheimer’s disease facts and figures. Alzheimers Dement 2013, 9(2):208-245.
- [2]McKhann GM, Knopman DS, Chertkow H, Hyman BT, Jack CR Jr, Kawas CH, Klunk WE, Koroshetz WJ, Manly JJ, Mayeux R, Mohs RC, Morris JC, Rossor MN, Scheltens P, Carrillo MC, Thies B, Weintraub S, Phelps CH: The diagnosis of dementia due to Alzheimer’s disease: recommendations from the National Institute on Aging-Alzheimer’s Association workgroups on diagnostic guidelines for Alzheimer’s disease. Alzheimers Dement 2011, 7(3):263-269.
- [3]Braaten AJ, Parsons TD, McCue R, Sellers A, Burns WJ: Neurocognitive differential diagnosis of dementing diseases: Alzheimer’s dementia, vascular dementia, frontotemporal dementia, and major depressive disorder. Int J Neurosci 2006, 116(11):1271-1293.
- [4]Rabins PV, Blacker D, Rovner BW, Rummans T, Schneider LS, Tariot PN, Blass DM, McIntyre JS, Charles SC, Anzia DJ, Cook IA, Finnerty MT, Johnson BR, Nininger JE, Schneidman B, Summergrad P, Woods SM, Berger J, Cross CD, Brandt HA, Margolis PM, Shemo JP, Blinder BJ, Duncan DL, Barnovitz MA, Carino AJ, Freyberg ZZ, APA Work Group on Alzheimer’s Disease and other Dementias, et al.: American Psychiatric Association practice guideline for the treatment of patients with Alzheimer’s disease and other dementias. Second edition. Am J Psychiatry 2007, 164(12 Suppl):5-56.
- [5]Gaugler JE, Yu F, Krichbaum K, Wyman JF: Predictors of nursing home admission for persons with dementia. Med Care 2009, 47(2):191-198.
- [6]Pinquart M, Sorensen S: Correlates of physical health of informal caregivers: a meta-analysis. J Gerontol B Psychol Sci Soc Sci 2007, 62(2):126-137.
- [7]Alzheimer’s Association: Families Care: Alzheimer’s Caregiving in the United States 2004. 2004. http://www.alz.org/national/documents/report_familiescare.pdf webcite
- [8]Bloom BS, de Pouvourville N, Straus WL: Cost of illness of Alzheimer’s disease: how useful are current estimates? Gerontologist 2003, 43(2):158-164.
- [9]Oremus M, Aguilar SC: A systematic review to assess the policy-making relevance of dementia cost-of-illness studies in the US and Canada. Pharmacoeconomics 2011, 29(2):141-156.
- [10]Christakis NA, Allison PD: Inter-spousal mortality effects: caregiver burden across the spectrum of disability disease. In Health at Older Ages: The Causes and Consequences of Declining Disability among the Elderly. Edited by Cutler DM, Wise DA. Chicago: University of Chicago Press; 2009:455-477.
- [11]Zivin K, Christakis NA: The emotional toll of spousal morbidity and mortality. Am J Geriatr Psychiatry 2007, 15(9):772-779.
- [12]Taylor DHJ, Kuchibhatla M, Ostbye T: Trajectories of caregiving time provided by wives to their husbands with dementia. Alzheimer Dis Assoc Disord 2008, 22(2):131-136.
- [13]Holley CK, Mast BT: Predictors of anticipatory grief in dementia caregivers. Clin Gerontol 2010, 33(3):223-236.
- [14]Meuser TM, Marwit SJ: A comprehensive, stage-sensitive model of grief in dementia caregiving. Gerontologist 2001, 41(5):658-670.
- [15]Braekhus A, Oksengard AR, Engedal K, Laake K: Social and depressive stress suffered by spouses of patients with mild dementia. Scand J Prim Health Care 1998, 16(4):242-246.
- [16]Langa KM, Larson EB, Wallace RB, Fendrick AM, Foster NL, Kabeto MU, Weir DR, Willis RJ, Herzog AR: Out-of-pocket health care expenditures among older Americans with dementia. Alzheimer Dis Assoc Disord 2004, 18(2):90-98.
- [17]Schulz R, Sherwood PR: Physical and mental health effects of family caregiving. Am J Nurs 2008, 108(9 Suppl):23-27. quiz 27
- [18]Vitaliano PP: An ironic tragedy: are spouses of persons with dementia at higher risk for dementia than spouses of persons without dementia? J Am Geriatr Soc 2010, 58(5):976-978.
- [19]Kim Y, Schulz R: Family caregivers’ strains: comparative analysis of cancer caregiving with dementia, diabetes, and frail elderly caregiving. J Aging Health 2008, 20(5):483-503.
- [20]Kolanowski AM, Fick D, Waller JL, Shea D: Spouses of persons with dementia: their healthcare problems, utilization, and costs. Res Nurs Health 2004, 27(5):296-306.
- [21]Moore MJ, Zhu CW, Clipp EC: Informal costs of dementia care: estimates from the National Longitudinal Caregiver Study. J Gerontol B Psychol Sci Soc Sci 2001, 56(4):S219-S228.
- [22]Suehs BT, Shah SN, Davis CD, Alvir J, Faison WE, Patel NC, van Amerongen D, Bobula J: Household members of persons with Alzheimer’s disease: health conditions, healthcare resource use, and healthcare costs. J Am Geriatr Soc 2014, 62(3):435-441.
- [23]Hebert LE, Weuve J, Scherr PA, Evans DA: Alzheimer disease in the United States (2010–2050) estimated using the 2010 census. Neurology 2013, 80(19):1778-1783.
- [24]Merriman K, Asper FM: Differences in how the Medicare 5% files are generated. Minneapolis, MN: Research Data Assistance Center, University of Minnesota School of Public Health; 2007. [ResDAC Publication Number TN-011]
- [25]Asper F, Mann E: Medicare Managed Care Enrollees and the Medicare Utilization Files. 114. Minneapolis, MN: Research Data Assistance Center; 2013. http://www.resdac.org/resconnect/articles/114 webcite
- [26]Iwashyna TJ, Brennan G, Zhang JX, Christakis NA: Finding married couples in Medicare claims data. Health Serv Outcomes Res 2002, 3(1):75-86.
- [27]Iwashyna TJ, Zhang JX, Lauderdale DS, Christakis NA: A methodology for identifying married couples in Medicare data: mortality, morbidity, and health care use among the married elderly. Demography 1998, 35(4):413-419.
- [28]Charlson ME, Pompei P, Ales KL, MacKenzie CR: A new method of classifying prognostic comorbidity in longitudinal studies: development and validation. J Chronic Dis 1987, 40(5):373-383.
- [29]Deyo RA, Cherkin DC, Ciol MA: Adapting a clinical comorbidity index for use with ICD-9-CM administrative databases. J Clin Epidemiol 1992, 45(6):613-619.
- [30]Bratesman S, Saucier P: Applying Managed Fee-for-Service Delivery Models to Improve Care for Dually Eligible Beneficiaries. 12. College Park, MD: University of Maryland Center on Aging, Medicare/Medicaid Integration Program; 2002. http://muskie.usm.maine.edu/Publications/ihp/MFFS&DualEligibility.pdf webcite
- [31]Rao S, Kubisiak J, Gilden D: Cost of illness associated with metastatic breast cancer. Breast Cancer Res Treat 2004, 83(1):25-32.
- [32]Gilden DM, Kubisiak J, Zbrozek AS: The economic burden of Medicare-eligible patients by multiple sclerosis type. Value Health 2011, 14(1):61-69.
- [33]Gilden D, Kubisiak J, Kahle-Wrobleski K, Ball D, Bowman L: Spouses of Patients with Alzheimer Disease: Health Care Costs and Implications. Paris, France: Alzheimer’s Association International Conference; 2011. http://www.indydiscoverynetwork.org/Presentations.html webcite
- [34]United States Census Bureau: Census 2000 Summary File 4 (SF 4) – Sample Data. Table PCT035: sex by marital status by age for the population 15 years and over. http://factfinder2.census.gov/faces/tableservices/jsf/pages/productview.xhtml? webcite
- [35]Chiu E: Limitations in the current classification systems for dementia. Int Psychogeriatr 2005, 17(Suppl 1):S17-S26.
- [36]Centers for Medicare and Medicaid Services: Medical Review of Services for Patients with Dementia: Change Request 1793. 2001. [Transmittal AB-01-135] http://www.cms.gov/Regulations-and-Guidance/Guidance/Transmittals/downloads/AB-01-135.pdf webcite
- [37]Fillit H, Geldmacher DS, Welter RT, Maslow K, Fraser M: Optimizing coding and reimbursement to improve management of Alzheimer’s disease and related dementias. J Am Geriatr Soc 2002, 50(11):1871-1878.
- [38]Taylor DHJ, Ostbye T, Langa KM, Weir D, Plassman BL: The accuracy of Medicare claims as an epidemiological tool: the case of dementia revisited. J Alzheimers Dis 2009, 17(4):807-815.
- [39]Lin PJ, Kaufer DI, Maciejewski ML, Ganguly R, Paul JE, Biddle AK: An examination of Alzheimer’s disease case definitions using Medicare claims and survey data. Alzheimers Dement 2010, 6(4):334-341.
- [40]Bharmal MF, Weiner M, Sands LP, Xu H, Craig BA, Thomas J 3rd: Impact of patient selection criteria on prevalence estimates and prevalence of diagnosed dementia in a Medicaid population. Alzheimer Dis Assoc Disord 2007, 21(2):92-100.
- [41]Wilson RS, Weir DR, Leurgans SE, Evans DA, Hebert LE, Langa KM, Plassman BL, Small BJ, Bennett DA: Sources of variability in estimates of the prevalence of Alzheimer’s disease in the United States. Alzheimers Dement 2011, 7(1):74-79.
- [42]Sanders S, Corley CS: Are they grieving? A qualitative analysis examining grief in caregivers of individuals with Alzheimer’s disease. Soc Work Health Care 2003, 37(3):35-53.
- [43]Schulz R, Martire LM: Family caregiving of persons with dementia: prevalence, health effects, and support strategies. Am J Geriatr Psychiatry 2004, 12(3):240-249.
- [44]Wolff JL, Kasper JD: Caregivers of frail elders: updating a national profile. Gerontologist 2006, 46(3):344-356.
- [45]Schulz R, Newsom J, Mittelmark M, Burton L, Hirsch C, Jackson S: Health effects of caregiving: the caregiver health effects study: an ancillary study of the cardiovascular health study. Ann Behav Med 1997, 19(2):110-116.
- [46]Schulz R, Williamson GM: The measurement of caregiver outcomes in Alzheimer disease research. Alzheimer Dis Assoc Disord 1997, 11(Suppl 6):117-124.
- [47]Brown SL, Smith DM, Schulz R, Kabeto MU, Ubel PA, Poulin M, Yi J, Kim C, Langa KM: Caregiving behavior is associated with decreased mortality risk. Psychol Sci 2009, 20(4):488-494.
- [48]Schulz R, Beach SR: Caregiving as a risk factor for mortality: the caregiver health effects study. JAMA 1999, 282(23):2215-2219.
- [49]Elwert F, Christakis NA: The effect of widowhood on mortality by the causes of death of both spouses. Am J Public Health 2008, 98(11):2092-2098.
- [50]Norton MC, Smith KR, Ostbye T, Tschanz JT, Corcoran C, Schwartz S, Piercy KW, Rabins PV, Steffens DC, Skoog I, Breitner JC, Welsh-Bohmer KA, Cache County Investigators: Greater risk of dementia when spouse has dementia? The cache county study. J Am Geriatr Soc 2010, 58(5):895-900.
- [51]Norton MC, Piercy KW, Rabins PV, Green RC, Breitner JC, Ostbye T, Corcoran C, Welsh-Bohmer KA, Lyketsos CG, Tschanz JT: Caregiver-recipient closeness and symptom progression in Alzheimer disease. The cache county dementia progression study. J Gerontol B Psychol Sci Soc Sci 2009, 64(5):560-568.
- [52]Bigatti SM, Cronan TA: An examination of the physical health, healthcare use, and psychological well-being of spouses of people with fribromyalgia syndrome. Health Psychol 2002, 21(2):157-166.