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How’s Your Health at Home: Frail Homebound Patients Reported Health Experience and Outcomes*

Published online by Cambridge University Press:  31 May 2017

Margaret J. McGregor*
Affiliation:
Vancouver Coastal Health Research Institute Centre for Clinical Epidemiology & Evaluation Department of Family Practice, University of British Columbia Centre for Health Services and Policy Research, University of British Columbia
Jay Slater
Affiliation:
Department of Family Practice, University of British Columbia
John Sloan
Affiliation:
Department of Family Practice, University of British Columbia
Kimberlyn M. McGrail
Affiliation:
Vancouver Coastal Health Research Institute Centre for Clinical Epidemiology & Evaluation Centre for Health Services and Policy Research, University of British Columbia School of Population & Public Health, University of British Columbia
Anne Martin-Matthews
Affiliation:
Department of Sociology, University of British Columbia
Shannon Berg
Affiliation:
Vancouver Coastal Health Research Institute Centre for Clinical Epidemiology & Evaluation Department of Occupational Science & Occupational Therapy, University of British Columbia
Alyson Plecash
Affiliation:
Department of Family Practice, University of British Columbia
Leila Sloss
Affiliation:
Department of Family Practice, University of British Columbia
Johanna Trimble
Affiliation:
Department of Family Practice, University of British Columbia Community Engagement Advisory Network, Vancouver Coastal Health
Janice M. Murphy
Affiliation:
Health Research Consultant, Balfour, British Columbia
*
Correspondence and requests for reprints should be sent to / La correspondance et les demandes de tirés-à-part doivent être adresées à : Margaret J. McGregor, M.D., M.H.Sc. Department of Family Practice University of British Columbia Room 713, 828 West 10th Avenue Vancouver, BC V5Z 1L8 (mrgret@mail.ubc.ca)
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Abstract

We used a web-based mixed methods survey (HowsYourHealth – Frail) to explore the health of frail older (78% age 80 or older) adults enrolled in a home-based primary care program in Vancouver, Canada. Sixty per cent of eligible respondents participated, representing over one quarter (92/350, 26.2%) of all individuals receiving the service. Despite high levels of co-morbidity and functional dependence, 50 per cent rated their health as good, very good, or excellent. Adjusted odds ratios for positive self-rated health were 7.50, 95 per cent CI [1.09, 51.81] and 4.85, 95 per cent CI [1.02, 22.95] for absence of bothersome symptoms and being able to talk to family or friends respectively. Narrative responses to questions about end of life and living with illness are also described. Results suggest that greater focus on symptom management, and supporting social contact, may improve frail seniors’ health.

Résumé

Pour notre sondage, nous avons utilisé une méthodologie mixte basée sur le Web (How’s Your Health – Frail) pour examiner la santé des adultes fragiles (78% âgés de 80 ans et plus) inscrits à un programme de soins primaires à domicile à Vancouver, au Canada. Soixante pour cent des répondants admissibles ont participé, représentant plus d’un quart (92/350, 26,2%) de tous les individus qui reçoivent le service. Malgré des niveaux élevés de co-morbidité et de dépendance fonctionnelle, 50% ont jugé leur santé aussi bonne, très bonne ou excellente. Les ratios de cotes ajustés pour l’auto-évaluation de sa santé positive étaient de 7,50, 95 pour cent d’intervalle de confiance (IC) [1,09, 51,81] et 4,85, 95% CI [1,02, 22,95] pour l’absence de symptômes gênants et le pouvoir de parler à la famille ou amis, respectivement. Des réponses narratives aux questions sur la fin de vie et la vie avec une maladie sont également décrites. Les résultats suggèrent que l’accent mis sur la gestion des symptômes, et le soutien des contacts sociaux, peut améliorer la santé des personnes âgées fragiles.

Type
Articles
Creative Commons
Creative Common License - CCCreative Common License - BY
This is an Open Access article, distributed under the terms of the Creative Commons Attribution licence (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted re-use, distribution, and reproduction in any medium, provided the original work is properly cited.
Copyright
Copyright © Canadian Association on Gerontology 2017

Frailty is a “multidimensional syndrome of loss of reserves (energy, physical, ability, cognition, health) that gives rise to vulnerability” (Rockwood et al., Reference Rockwood, Song, MacKnight, Bergman, Hogan, McDowell and Mitnitski2005, p. 489). One quarter of seniors aged 85 and older report moderate, severe, or total limitation in activities of daily living (Canadian Institute for Health Information, 2011). The most common of these limitations were not being able to bath or shower (15%), walk (11%), or use the washroom (10%) without help (Canadian Institute for Health Information, 2011). The prevalence of frailty increases with age, with the weighted average prevalence of frailty among seniors aged 85 and older ranging from 22 per cent to 30 per cent (Collard, Boter, Schoevers, & Oude Voshaar, Reference Collard, Boter, Schoevers and Oude Voshaar2012). Since the number of seniors in this age group is expected to dramatically increase over the next two decades (Jagger et al., Reference Jagger, Collerton, Davies, Kingston, Robinson, Eccles and Bond2011), we will see a consequent rise in the number of frail seniors in our communities.

Frailty, far more than age, predicts poor prognosis (Cacciatore et al., Reference Cacciatore, Abete, Mazzella, Viati, Della Morte, D’Ambrosio and Rengo2005), limited lifespan (Fried et al., Reference Fried, Tangen, Walston, Newman, Hirsch and Gottdiener2001), a higher rate of surgical complications (Bickel, Gradinger, Kochs, & Forstl, Reference Bickel, Gradinger, Kochs and Forstl2008; Fukuse, Satoda, Hijiya, & Fujinaga, Reference Fukuse, Satoda, Hijiya and Fujinaga2005), longer hospital stays (Keller, Bankwitz, Nobel, & Delaney, Reference Keller, Bankwitz, Nobel and Delaney2014), and a greater risk of delirium and institutionalization (Bickel et al., Reference Bickel, Gradinger, Kochs and Forstl2008). Despite this evidence, health care for frail seniors often involves inappropriately aggressive acute care at the time of an acute health crisis (Sloan, Reference Sloan2009). The consequences of this may be harmful to the recipient of these services (Gillick, Serrell, & Gillick, Reference Gillick, Serrell and Gillick1982) and the health care system more generally (Mallery & Moorhouse, Reference Mallery and Moorhouse2011). Furthermore, the opportunity cost of such interventions may be the failure to meet other needs of frail seniors (Cohen & Franko, Reference Cohen and Franko2015). Moreover, the evidence demonstrates that health priorities change as lifespan becomes more limited (Gawande, Reference Gawande2014), and when adequately informed about the prognosis for advanced frailty, the interventions we offer may not be what frail people want (Mallery & Moorhouse, Reference Mallery and Moorhouse2011).

Health systems and providers nonetheless still struggle to understand how to meet the needs of this population. The term “patient-centred” is frequently invoked in policy documents discussing improved system design strategies for seniors (British Columbia Ministry of Health, 2015; Ontario Ministry of Health and Long-Term Care, 2012). With a growing senior population experiencing frailty and requiring increasing levels of community and hospital resources, there is intense interest in understanding how to recognize and manage frailty so as to improve health outcomes and quality of life as well as to reduce future hospitalization and avoid or delay admission to a nursing home (Béland & Hollander, Reference Béland and Hollander2011; Canadian Frailty Network, n.d.). There is also a growing voice from seniors who are frail, demanding a more holistic and coordinated approach to their treatment (Canadian Frailty Network, n.d.). It is important to understand the perspectives of frail elderly patients accessing community-based services so that the services provided are responsive to the person’s needs and context, supporting increased acceptance and utilization of services crucial for their well-being and independence (Themessl-Huber, Hubbard, & Munro, Reference Themessl-Huber, Hubbard and Munro2007). However, there is relatively little research on self-reported experience (e.g., Patient Reported Experience Measures or PREMS) and outcomes (e.g., Patient Reported Outcome Measures or PROMS) of health in frail older people.

This study describes the results of a web-based survey (HowsYourHealth – Frail) (Nelson et al., Reference Nelson, Eftimovska, Lind, Hager, Wasson and Lindblad2015) administered to a sample of frail homebound seniors living in Vancouver, Canada, who were receiving home-based primary care as a result of their inability to access usual primary care due to frailty. The survey explored their perceived health and health care needs, experience, and outcomes. The survey tool was chosen for a number of reasons. First, at the time of the study, the provincial Ministry of Health and the physicians’ association (The General Practice Services Committee of the BC Medical Association) were piloting a version of the HowsYourHealth survey with a view to its widespread use among ambulatory patient populations (British Columbia Ministry of Health, 2011; Wasson et al., Reference Wasson, Forsberg, Lindblad, Mazowita, McQuillen and Nelson2012). We wished to align our research with this effort so as not to overburden clinicians with multiple tools. Second, the web-based tool was able to electronically generate a health report that participants could share with their formal and informal care providers. Third, the collected aggregate anonymized data were made available in real time to providers and program managers to inform them about common issues for clients. These design features were felt to have substantial potential clinical usefulness, the results of which will be analysed and described separately. Finally, the survey included two narrative questions, thereby offering a mixed methods approach to understanding “what frail people want”.

Two prior studies have collected self-reported health measures on recipients of home-based primary care programs. Both were based in the United States and were part of randomized controlled trials to assess the overall effectiveness of these programs (Counsell et al., Reference Counsell, Callahan, Clark, Tu, Buttar, Stump and Ricketts2007; Hughes et al., Reference Hughes, Weaver, Giobbie-Hurder, Manheim, Henderson, Kubal and Cummings2000) and were restricted to quantitative measures of health-related quality of life. The Counsell et al. (Reference Counsell, Callahan, Clark, Tu, Buttar, Stump and Ricketts2007) study was on a population considerably different from ours (younger population with substantial financial hardship). To our knowledge, no prior studies have used a mixed methods survey to explore self-reported health of seniors who are homebound as a result of advanced frailty. Given the known influence of context on self-reported health (Bobak, Pikhart, Hertzman, Rose, & Marmot, Reference Bobak, Pikhart, Hertzman, Rose and Marmot1998) and the limitations of solely using quantitative surveys in capturing the “patient voice” (Garces et al., Reference Garces, Prutsky Lopez, Wang, Elraiyah, Nabhan, Brito Campana and Murad2012), our study therefore aimed to use a mixed methods approach to gain new insights into the self-reported health of homebound frail seniors in a Canadian setting. We describe the quantitative and qualitative responses to the survey and explore the association of selected survey responses with self-reported good general health.

Methods

Study Population

In 2008, a program of Home Visits for Vancouver Elders, called Home ViVE (HV), was established as part of a suite of community-based programs for frail older adults offered by the Vancouver health region (Vancouver Coastal Health Authority). The HV program serves approximately 350 frail elderly people in Vancouver, British Columbia (Rosenberg & Slater, Reference Rosenberg and Slater2009). HV aims to provide comprehensive multidisciplinary longitudinal primary care to frail elderly adults who could otherwise not access ambulatory primary care due to functional physical and/or cognitive impairment.

The study population was a sample of HV patients who agreed to complete the survey and who met the following inclusion criteria: the absence of advanced dementia; no difficulty communicating in English; absence of uncontrolled substance use; and absence of mental health issues judged by the patient’s primary care provider (family physician or nurse practitioner) to be a significant barrier to survey administration. Providers in the HV program were asked to identify patients that met the inclusion criteria, and these patients were invited to participate in the survey. The study received approval by the relevant Institutional Ethics Boards.

Survey Content

The “HowsYourHealth” survey instrument has been in existence since 1994 and accessible on the internet, for no charge, since 1997. It has been used in the United States and elsewhere to provide patient-reported validated quality measures among patients in multiple ambulatory settings (Nelson et al., Reference Nelson, Eftimovska, Lind, Hager, Wasson and Lindblad2015). Because of the marked differences in health status among frail versus non-frail individuals, a version for participants who are frail was developed in 2004 and was last revised in 2010.

The survey instrument contains questions about health conditions, physical and emotional symptoms, function, quality of life, experience of health care, and advance care planning. “Old age” is used in the survey as a plain-language term for self-defined “frailty”. “Bothersome symptoms” is defined as “symptoms that were often or always bothersome during the past week,” and include (a) trouble sleeping; (b) trouble eating; (c) trouble breathing; (d) stomach problems or feeling sick; (e) dizziness or weakness; (f) trouble with bowels including constipation; and (g) trouble urinating or wetting (1997–2016 FNX Corporation and Trustees of Dartmouth College, n.d.).

A number of the questions are “branched” so that if a respondent answers positively to the presence of a given symptom or need, they are asked a further question about provider awareness and/or support for the stated need or problem. The functional health measures have undergone reliability evaluation and cross-validation testing with other measures and have been found to be both reliable and valid (Nelson, Landgraf, Hays, Wasson, & Kirk, Reference Nelson, Landgraf, Hays, Wasson and Kirk1990). The other items have been in use for several decades, with minor modifications having been made on the basis of input from clinicians and patients (Nelson et al., Reference Nelson, Eftimovska, Lind, Hager, Wasson and Lindblad2015).

Embedded in the survey are also two opportunities for respondents to provide narrative answers. These are as follows: “If you knew you were going to die soon what would you do or say?” and “What do you hope for as you live with your illnesses?” Details of the questionnaire are available online (FNX Corporation and Trustees of Dartmouth College, n.d.). As part of our research, we also added customized questions related to the frequency of emergency room visits and hospital admissions over the past year.

Survey Administration

Surveys were administered between June 2013 and July 2014 to eligible patients registered with the HV program. These individuals were sent an introductory letter followed by a phone call from a research assistant, who arranged an appointment time for survey completion with those who consented to participate.

Although the survey is web-based and can be self-administered, we anticipated that many in this population would find it difficult to complete independently. Therefore, we hired three research assistants and equipped them with tablet devices to interview participants in their homes. In cases where patients wished to complete the survey independently, the research assistant would set them up on the tablet device and stay in the room to respond to any difficulties or questions. Given the advanced age and frailty of the population, in most cases, respondents opted to have the research assistant read out the questions to them and check off the appropriate response on their behalf. Survey respondents were also given an opportunity to ask an informal caregiver or family member to assist with responses and/or have this person complete the survey.

At the end of the survey, a plain language health summary of the patient’s responses was printed from a mobile printer for the respondent to retain and/or share with their informal caregivers. Survey respondents were further given the option of asking the research assistant to upload a summary of their survey results to their electronic medical record for their primary care provider to review. In the course of survey administration, depending on self-identified need for more information, research assistants also provided interviewees with copies of relevant material on the following topics: advance care planning (British Columbia Ministry of Health, 2013), effective communication with health care providers (National Transitions of Care Coalition, n.d.), and self-care for patients and caregivers (1997–2016 FNX Corporation and Trustees of Dartmouth College, n.d.). Aggregate quantitative and qualitative data were available to the HV program’s medical director to share with service providers and researchers online through the Dartmouth College secure server.

Data Analysis

We produced descriptive quantitative data of survey results. The percentages were calculated on the original denominator, including the missing data. We conducted subsequent tests of comparison to explore the association of selected patient factors with a self-report of general good health (defined as a composite variable reporting general health as good, very good, or excellent). All variables with a significance at p < .020 in bivariate analysis were entered into a multivariable logistic regression model (n = 80). The model fit was assessed by looking at the deviance/degrees of freedom (DF) to assess for over- or under-dispersion. If there was evidence of dispersion, we corrected using adjusted standard errors to improve the model fit. This is a more conservative approach, which increases the standard errors (width of the confidence intervals). Responses to branched questions were not included in the regression analysis because of their altered denominators. Data were analysed using SAS version 9.3 software (SAS Institute Inc., Cary, NC).

The analysis of qualitative data was completed by four researchers who started with open coding of the data and identifying information that seemed important and interesting (MacPherson & McKie, Reference MacPherson, McKie, Bourgeault, Dingwall and De Vries2010). These researchers first reviewed all the open-ended responses independently, each developing codes and coding the responses. Next, one of the researchers grouped the open codes into categories that spanned the individual examples and using an iterative process (Merriam, Reference Merriam2009); these categories and coding were compared and revised by the other three researchers. The categories created by the four researchers were then combined into themes.

Results

Of the 350 patients enrolled in HV, 153 were identified by their usual family doctor as appropriate for inclusion in the study and invited to participate. The primary reason for exclusion was the prevalence of advanced dementia, followed by difficulty communicating in English. Between June 2013 and July 2014, 92 individuals took part in the survey representing 60.1 per cent of eligible respondents and just over one quarter (92/350, 26.3%) of all HV patients. In almost all cases, a research assistant entered the survey questions and responses, and patients themselves answered the questions with only 2 per cent (n = 7) opting to have an informal caregiver respond on their behalf. Missing data for each variable are reported in the tables. Among the close-ended questions, the number of missing data ranged from zero to 12 (e.g., there were 12 missing responses to the question asking the respondent if they were able to talk to family or friends). There were 37 missing responses to the open-ended question regarding what seniors hoped for as they lived with their illness, and 26 missing responses to the open-ended question regarding what seniors would do if they knew they were going to die soon.

Demographic, Functional Characteristics and Provider Responsiveness

Approximately three quarters of survey respondents were female (n = 68), and similarly, three quarters were age 80 or older (n = 69). Eighty-four per cent (n = 77) reported difficulty with at least one or more instrumental activity of daily living, and more than one half (n = 48) required assistance with personal care. Over one third (n = 32) were living in supportive or assisted living housing that provided meals, housekeeping, laundry services, and/or limited personal care services. A small number (n = 11) reported financial hardship or not being able to get the help or assistance they need (see Table 1).

Table 1: Demographics, functional characteristics, medical conditions, physical symptoms, and reported acute health services use among HowsYourHealth Survey respondents

a “Sometimes” and “no” category responses combined.

b “Missing response” means that a question(s) was skipped or not answered in the survey.

c Limited in IADL (Instrumental Activities of Daily Living) includes the following: travelling to places out of walking distance; shopping for groceries/clothes; meal preparation; doing housework; handling money without help.

d Needs help with personal care includes needing help with: eating, bathing, dressing or getting around the house.

e Serious conditions include the following: cancer; breathing trouble or lung disease; stroke, brain or nerve disease; liver trouble; kidney trouble; heart disease or hardening of the arteries; memory trouble or Alzheimer’s disease; “Old Age”; HIV/AIDS; other serious illness.

f Symptoms that were often or always bothersome during the past week: trouble sleeping; trouble eating; trouble breathing; stomach problems or feeling sick; dizziness or weakness; trouble with bowels including constipation; trouble urinating or wetting.

g The mean (SD) number of bothersome symptoms (n = 90), was 2.5 (2.5), and the median (IQR) was 2.0 (3.0).

Medical Conditions, Physical Symptoms, Acute Health Services Use, and Provider Responsiveness

Over three quarters of respondents reported having one or more serious conditions (n = 71, 77.2%). Frailty (or “old age”) was the most commonly self-reported serious condition (n = 38), followed by “memory trouble or Alzheimer’s” (n = 19), heart disease (n = 18), and lung disease (n = 18) (see Table 1). Of those reporting a serious condition, less than one third (n = 24) reported that they had been told the right amount about what to expect with their condition.

Just under three quarters of participants (n = 68) reported one or more bothersome symptoms in the last week (see Table 1). The most common symptoms were aching back or joints (n = 37), hearing trouble (n = 26), and trouble sleeping (n = 24). One third (n = 21) reported that their symptoms had been treated with substantial improvement (“problems much better”). Nearly half of the respondents used five or more medications daily (n = 44), and only 4 respondents said that most of their medications were used to treat pain.

Forty-two per cent (n = 39) had visited a hospital emergency department one or more times over the past 12 months, and 29 per cent (n = 27) had been admitted to the hospital one or more times over this time period (see Table 1).

Self-Rated Quality of Health, Quality of Life, and Confidence in Self-Management

Half of the respondents described their health as good, very good, or excellent (n = 46) (see Table 2). Similarly, over half (n = 50) reported their quality of life as “very good” or “pretty good”. Less than 40 per cent (n = 36) reported they could manage all their symptoms. Over half (n = 48) said they could talk to family or friends all or most of the time. Just under half (n = 41) of respondents reported receiving the help they needed over the past week (see Table 2).

Table 2: Self-rated health, quality of life, and confidence in self-management among HowsYourHealth Survey respondents

Tests of comparison for various characteristics were run on a composite variable of self-reported good general health (all those reporting general health as good, very good, or excellent). A significant and positive association was found between good general health and quality of life (p = .0001), ability to manage all symptoms (p = .024), and being able to talk to family or friends (p = .010). A similar association was found between good general health and the absence of one or more serious condition (p = .006), bothersome symptom (p = .001), or a visit to the hospital emergency department over the past 12 months (p = .008). Age, not being told the right amount of information about a serious health condition, and needing help with personal care were unrelated to self-reported good general health (see Table 3).

Table 3: Tests of comparison for select variables on self-rated health and overall health

a (good = 29; very good = 13; excellent = 4)

b (poor = 14; fair = 32)

c “Needs help with personal care” includes needing help with eating, bathing, dressing, or getting around the house.

d Some, quite a bit, as much as wanted.

e Serious conditions include cancer; breathing trouble or lung disease; stroke, brain, or nerve disease; liver trouble; kidney trouble; heart disease or hardening of the arteries; memory trouble or Alzheimer’s disease; “Old Age”; HIV/AIDS; other serious illness.

f Symptoms that were often or always bothersome during the past week: trouble sleeping; trouble eating; trouble breathing; stomach problems or feeling sick; dizziness or weakness; trouble with bowels including constipation; trouble urinating or wetting.

g Limited in an IADL (Instrumental Activities of Daily Living) includes travelling to places out of walking distance; shopping for groceries/clothes; meal preparation; doing housework; handling money without help.

Note: Chi square or Fisher’s exact test used for all tests of comparison on categorical variables. t-test used for all tests of comparison on continuous variables. ED = hospital Emergency Department; IADL = Independent Activities of Daily Living; M = mean; SD = standard deviation; Mdn = Median; IQR = interquartile range

The variables independently associated with positive overall health at p < .020 were entered into a multivariable logistic regression model (see Table 4). Quality of life was excluded due to the high degree of co-linearity of this variable with self-reported positive health. The variable no serious conditions lost its significance (p = .156) in the multivariable logistic regression and was removed from the model. No visits to the hospital emergency department over the past year retained borderline significance (p = .032), However, there was evidence of overdispersion in the model, and, therefore, we adjusted standard errors to improve the fit. After adjusting the standard error for the no visits to the hospital emergency department over the past year variable, the confidence interval widened considerably, OR = 3.13, 95% CI [0.86, 11.40], p = .084, and therefore we dropped it from the final model. The final multivariable logistic regression model included no bothersome symptoms, OR 7.50, 95% CI [1.09, 51.81], p = .041; and able to talk to family or friends, OR 4.85, 95% CI [1.02, 22.95], p = .047.

Table 4: Logistic regression models for factors associated with positive overall health

a Serious conditions include cancer; breathing trouble or lung disease; stroke, brain, or nerve disease; liver trouble; kidney trouble; heart disease or hardening of the arteries; memory trouble or Alzheimer’s disease; “Old Age”; HIV/AIDS; other serious illness.

b Symptoms that were often or always bothersome during the past week: trouble sleeping; trouble eating; trouble breathing; stomach problems or feeling sick; dizziness or weakness; trouble with bowels including constipation; trouble urinating or wetting.

Note: OR = odds ratio; CI = confidence interval; ED = hospital Emergency Department

End-of-Life Concerns among HowsYourHealth Survey Respondents

When participants were asked about their fears or concerns at this stage in their life, the most common responses were fear of being a burden (n = 23, 25.0%), financial concerns (n = 18, 19.6%), losing control (n = 16, 17.4%), and pain (n = 16, 17.4%). Over half reported religion as a source of comfort (see Table 5).

Table 5: End-of-life concerns among HowsYourHealth Survey respondents

a The mean (SD) number of fears/concerns (of 13 possible) (n = 90), was 1.4 (2.2), and the median (IQR) was 1.0 (2.0).

Over two thirds (n = 67, 72.8%) identified a family member as the decision maker if they were unable to make decisions. Although three quarters of participants (n = 71) felt that their designee knew what medical treatment they wanted if they became too sick to speak for themselves, only one quarter (n = 24) reported having their treatment wishes in writing.

The most common themes emerging from the analysis of the narrative responses to the question, “If you knew you would die soon, what would you like to do or say?” (n = 68), included “giving,” “spending time with family and/or friends,” “saying goodbye,” and “quality of death.” Fifteen respondents reported that there was “nothing” they would say or do. A list of the identified themes and example quotes are described in Table 6.

Table 6: Themes of HowsYourHealth Survey respondents’ answers to questions: “If you knew you were going to die soon, what would you like to do or say?” and “What do you hope for as you live with your illnesses?”

a 68 participants provided responses, and a respondent’s comment may have been coded with more than one theme; there were 26 missing or no responses for this question.

b 57 participants provided responses, and a respondent’s comment may have been coded with more than one theme; there were 37 missing or no responses for this question.

In response to the question, “What do you hope for as you live with your illnesses?” (n = 57), “getting better” and “maintaining current level of health” emerged as the predominant themes. Thirteen respondents made comments suggesting that they hope for “psychological health”. The need for tangible, emotional, social, or financial “support” was also identified (see Table 6).

Discussion

This survey provides a cross-sectional look at qualitative and quantitative patient-reported experiences and outcomes of care in a sample of 92 homebound frail elderly individuals in Vancouver, Canada. All respondents were receiving home-based primary care due to their inability to access usual care as a result of frailty, advanced chronic disease, and/or disability. Although prior studies have examined health characteristics of similar populations (Jagger et al., Reference Jagger, Collerton, Davies, Kingston, Robinson, Eccles and Bond2011), this is one of relatively few studies that describes patient-reported experiences and outcomes of care by frail seniors who are homebound as a result of advanced frailty.

One interesting finding is that the frequency of medical conditions identified through self-report appears to be less than the calculated frequency of the same conditions derived from clinical and administrative data sources. For example, despite the advanced age of the population and the fact that all respondents had difficulty accessing usual primary care as a criterion for receipt of the HV service, less than half (41.3%) identified “old age” (frailty) as a serious condition. Similarly, the frequency of self-reported heart and lung disease (19.6%) is at the low end of previously reported frequencies derived from clinical data sources (range = 18.6% to 40.6% for heart disease and 18.4% to 34.9% for lung disease) in similar populations receiving home-based primary care (Beck, Arizmendi, Purnell, Fultz, & Callahan, Reference Beck, Arizmendi, Purnell, Fultz and Callahan2009; Chang, Jackson, Bullman, & Cobbs, Reference Chang, Jackson, Bullman and Cobbs2009; De Jonge, Taler, & Boling, Reference De Jonge, Taler and Boling2009; Rosenberg, Reference Rosenberg2012; Wajnberg, Wang, Aniff, & Kunins, Reference Wajnberg, Wang, Aniff and Kunins2010).

Likewise, only one in five respondents (20.7%) reported “memory problems or Alzheimer’s” as a serious condition, which is substantially lower than the dementia prevalence rates ranging from 33.8 per cent to 64.5 per cent reported in studies on similar populations derived from clinical data (Beck et al., Reference Beck, Arizmendi, Purnell, Fultz and Callahan2009; Chang et al., Reference Chang, Jackson, Bullman and Cobbs2009; Ornstein, Hernandez, DeCherrie, & Soriano, Reference Ornstein, Hernandez, DeCherrie and Soriano2011; Rosenberg, Reference Rosenberg2012; Wajnberg et al., Reference Wajnberg, Wang, Aniff and Kunins2010). Self-reported dementia prevalence may in part be explained by our study exclusion criteria that screened out those with advanced dementia; however, combined with the lower self-reported prevalence rate of other chronic conditions, selection bias of respondents is unlikely to fully explain this under-reporting of dementia.

The prior literature on the correlation between self-report and clinical diagnosis is mixed. In a U.S. study of community-dwelling disabled older women (aged 65 and older), kappa statistics analysis of self-report and physician diagnosis of diabetes mellitus, cancer, stroke, and disc disease was excellent, and increasing co-morbidity and age did not reduce the validity (Simpson et al., Reference Simpson, Boyd, Carlson, Griswold, Guralnik and Fried2004). Other research has found that the correlation between self-report and clinician diagnosis declined with age older than 65 years, less education, and increasing co-morbidity (Okura, Urban, Mahoney, Jacobsen, & Rodeheffer, Reference Okura, Urban, Mahoney, Jacobsen and Rodeheffer2004).

Beyond a possible underestimation of self-reported health conditions, one half of survey respondents in our study rated their health as good despite being unable to access usual ambulatory care as a result of advanced physical and/or mental disability. This is lower than rates of positive health reported in two surveys (78% and 60% respectively) of English (n = 851) (Collerton et al., Reference Collerton, Davies, Jagger, Kingston, Bond, Eccles and Kirkwood2009) and Swedish (n = 650) (Nagga, Dong, Marcusson, Skoglund, & Wressle, Reference Nagga, Dong, Marcusson, Skoglund and Wressle2012) seniors aged 85 and older. However, those surveys were among community-dwelling seniors who were not self-selected for the level of frailty and disability represented in our sample. Prior research has described an attenuation of the inverse association of self-rated health and disability in very old age groups (Hoeymans, Feskens, Kromhout, & van den Bos, Reference Hoeymans, Feskens, Kromhout and van den Bos1997), and it is likely this previously described “optimism” of the very old is a factor in all these populations reporting good health despite substantial co-morbidity and frailty.

Unlike self-report of chronic conditions, self-reported annual emergency department visits and hospital admissions rates in our study (42.4%, n = 39; and 29.4%, n = 27 respectively) appear fairly similar to rates reported from other sources (De Jonge et al., Reference De Jonge, Taler and Boling2009). One Canadian study reported annual population emergency department visit rates of 41.7 per cent for those over age 85 (Doupe et al., Reference Doupe, Kozyrskyj, Soodeen, Derksen, Burchill and Huq2008), and annual hospital admission rates for homebound U.S. seniors is reported to range from 38.8 to 52.1 per cent (Ornstein et al., Reference Ornstein, Leff, Covinsky, Ritchie, Federman and Szanton2015). It should be noted that our study’s rates do not factor in the participants’ length of “exposure” to, or time receiving, the HV service, and the acute service use rates may, for new entrants to the program, reflect usage prior to program entry.

The strong association of self-reported good general health with quality of life and fewer serious conditions (Meng & D’Arcy, 2015) is not surprising. These associations have been reported in other studies on frail elderly populations (Hoeymans et al., Reference Hoeymans, Feskens, Kromhout and van den Bos1997) and are largely unmodifiable. However, both “the absence of bothersome symptoms” and “the ability to talk to family or friends” are at least partially modifiable and therefore of relevance to the design of services for frail older adults.

Although the absence of bothersome symptoms remained a significant independent predictor of good general health in the adjusted model, the number of serious conditions did not. This suggests that a greater emphasis on symptom control may improve self-reported health in this population. Given these results, it is interesting to note the relatively low rate at which medication for pain was prescribed.

Our study found that twice the number of those reporting good general health reported an ability to talk to family or friends compared to those reporting poor health (n = 32 vs. n = 16 respectively, p = 0.010). This effect remained significant in the multivariable logistic regression model, OR 4.85, 95% CI [1.02, 22.95]. The association of good social support from family and a strong network of friends with self-reported good general health has been previously described (Ashida & Heaney, Reference Ashida and Heaney2008; Victor & Bowling, Reference Victor and Bowling2012; Zunzunegui et al., Reference Zunzunegui, Kone, Johri, Beland, Wolfson and Bergman2004), and social support measured by frequency of contact with network members has been associated with delay in the onset and progression of dementia (Crooks, Lubben, Petitti, Little, & Chiu, Reference Crooks, Lubben, Petitti, Little and Chiu2008; Fratiglioni, Paillard-Borg, & Winblad, Reference Fratiglioni, Paillard-Borg and Winblad2004). Likewise, social engagement, measured by participation in social or productive activities, was found to be positively associated with lower levels of disability (Mendes de Leon, Glass, & Berkman, Reference Mendes de Leon, Glass and Berkman2003).

Improving social contact and reducing social isolation is a potentially modifiable factor with a potential to improve the general health of frail seniors. Our research suggests that policy decisions aimed at supporting informal social support systems show considerable promise in improving frail seniors’ health. Furthermore, the research suggests that those who lack an informal network may benefit from formal social care, and that current policy restrictions of home support programs to personal care services only may be shortsighted. A failure to factor in the compelling evidence for social care and better self-reported health in service design for frail seniors may represent a missed opportunity for prevention of costly downstream and potentially harmful acute services use (Sloan, Reference Sloan2009). The relationship of self-reported health and social support also highlights the multidimensional nature of health where previous research has found that disease co-morbidity explains only 11 per cent of the variance in self-rated health with 27 per cent being explained by other domains (Perruccio, Katz, & Losina, Reference Perruccio, Katz and Losina2012).

Less than one in 10 reported not being sure about who would make medical decisions, and over three quarters reported their designee knew what medical treatment they wanted if they became too sick to speak for themselves. Despite this, just over one quarter of respondents reported having what treatment they wanted in writing, and approximately two thirds were either unsure or reported no written plan. This frequency is substantially lower than that of written advance care plans reported from clinically derived data in similar services where completion of written advance directives ranges from 97.3 per cent to 100 per cent (Chang et al., Reference Chang, Jackson, Bullman and Cobbs2009; De Jonge et al., Reference De Jonge, Jamshed, Gilden, Kubisiak, Bruce and Taler2014). However, advance care plans in these studies appear to refer to the presence of provider documentation of patients’ request for full cardiopulmonary resuscitation in the event of an arrest (so-called “code” status), rather than documentation of values and preferences for life-prolonging measures under a range of scenarios.

A strength of the survey was the multidimensional approach to end-of-life concerns providing both categorical and open-ended questions. Both ways of framing the question elicited different concerns. When asked for categorical responses about fears and concerns at the end of life, the most common response was “being a burden”. When asked open-ended questions about “what you would do or say if you knew you were dying”, the most common themes were related to actions of communicating with others, giving to informal caregivers, and leaving a legacy. In some respect, these responses may be seen as two ends of the same expression, with the latter being a form of recognition or gratitude to others for self-perceived burden. Pain emerged as an issue in both the survey and narrative responses, but was less frequently expressed in the latter.

One limitation of our study included the fact that, despite participants’ frailty, they were all deemed to be capable of responding to our survey, and therefore the study excluded those with substantial dementia. The number of missing responses from participants is a second limitation. Factors that contributed to the missing responses included the heterogeneity (in terms of disease spectrum, functional capacity, first language, etc.) of the population surveyed, and the survey length (1.5 to 2 hours) resulting in respondent fatigue.

A third limitation is the fact that those who were unable to understand English were excluded. Given the substantial proportion of Chinese and Punjabi speaking individuals residing in Vancouver, future efforts should be directed to measuring perceptions of health in these populations. Fourth, although the HowsYourHealth survey has been used and evaluated in ambulatory primary care settings (Nelson et al., Reference Nelson, Eftimovska, Lind, Hager, Wasson and Lindblad2015), the HowsYourHealth – Frail version has not been similarly evaluated. Nonetheless, relatively little quantitative or qualitative research exists on homebound elders regarding their perception of health and end of life at a time when the health care system is increasingly challenged to respond to the growing numbers of frail people living in our communities. Finally, confidence intervals for the regression analyses were wide due to the small sample size, resulting in a considerable possible range for the magnitude of effect.

It should also be noted that our unit of analysis was the individual patient, whereas in reality, virtually all of this population depends on their formal and informal caregivers for health and functional support. Future research on self-reported health in this group should aim to involve these individuals and explore the nature of key caregiver-patient relationships, as an essential feature of supporting care at home in this population.

Conclusion

One half of survey respondents in our sample rated their health as good, very good, or excellent, despite high levels of co-morbidity and functional dependence, suggesting that advanced age may mitigate the impact of disability and medical illness on self-reported good general health, consistent with prior research. The association of improved symptom control and social contact with self-reported good general health suggests that a stronger focus on these features in seniors’ service delivery may have the potential to improve self-reported health. Finally, concerns about being a burden and a desire to communicate with family/friends and give thanks were common themes in the quantitative and qualitative survey questions about end of life.

Footnotes

*

We gratefully acknowledge the following individuals: John H. Wasson (creator of HowsYourHealth survey tool, Emeritus Professor of Community and Family Medicine and Medicine, Dartmouth Medical School); Megan Luk and Asheya Kushner (research assistants) who administered the HowsYourHealth – Frail survey; Michelle Cox (research analyst, UBC Dept. of Family Practice Community Geriatrics) and Lisa Ronald (Vancouver Coastal Health Research Institute Centre for Clinical Epidemiology & Evaluation) who assisted in data analysis; and the librarians of the BC College of Physicians and Surgeons Library who assisted with literature searches.

This study (2013–2014) was supported by a grant from the British Columbia College of Family Physicians and the Department of Family Practice Community Geriatrics.

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Figure 0

Table 1: Demographics, functional characteristics, medical conditions, physical symptoms, and reported acute health services use among HowsYourHealth Survey respondents

Figure 1

Table 2: Self-rated health, quality of life, and confidence in self-management among HowsYourHealth Survey respondents

Figure 2

Table 3: Tests of comparison for select variables on self-rated health and overall health

Figure 3

Table 4: Logistic regression models for factors associated with positive overall health

Figure 4

Table 5: End-of-life concerns among HowsYourHealth Survey respondents

Figure 5

Table 6: Themes of HowsYourHealth Survey respondents’ answers to questions: “If you knew you were going to die soon, what would you like to do or say?” and “What do you hope for as you live with your illnesses?”