Copyright ©ERS Journals Ltd 2001 Sarcoidosis severity and socioeconomic status1 Dept of Family Medicine, Division of Community Health Care Studies and 2 Dept of Medicine, Division of Pulmonary and Critical Care Medicine, Georgetown University School of Medicine, Washington, D.C. and the 3 Division of Pulmonary Medicine, District of Columbia General Hospital, Washington, D.C., USA CORRESPONDENCE: D.L. Rabin, Dept of Family Medicine, Georgetown University Medical Center, 3750 Reservoir Road, N.W., Washington, D.C. 20007, USA. Fax: 1 2026877108 Keywords: functional status, insurance coverage, sarcoidosis, socioeconomic status, work and activity limitations
Received: June 22, 2000
This work was supported by a grant from the National Institute of Allergy and Infectious Diseases of the National Institutes of Health, Grant no. 1-RO3-AI38937-01.
Several chronic diseases are more severe in persons who are Black, of low socioeconomic status (SES), and underinsured. The authors ask if this is true for sarcoidosis. Associations among sarcoidosis disease severity, SES, insurance coverage, and functional limitations were analysed. Back and White sarcoidosis patients (n=110) of a municipal and university hospital sarcoidosis registry were interviewed by telephone. Data on disease severity were abstracted from patient charts. Most patients reported good or excellent health by demographic characteristics. Low SES and no or public insurance were associated with worse health status and more severe dyspnoea. More advanced radiographic stage was associated with lower income, and forced vital capacity impairment with less education. Physical and social activity limitations due to physical and emotional disability were related to no or public insurance and lower income, but not education. Sarcoidosis severity is associated with socioeconomic status and insurance indicators; no or public insurance and low income are associated with functional limitations. Sarcoidosis-associated limitations are substantial, emphasizing the social significance of sarcoidosis. Lack of private insurance may inhibit the use of medical care, contributing to disease severity and impairment. A previous study by Yeager et al. 1, comparing Black sarcoidosis patients in a municipal and a private university hospital in one city, found that municipal hospital patients had more severe pulmonary disease. It was conjectured that patient socioeconomic characteristics limiting access to private care may account for the more severe disease seen at the municipal hospital. Furthermore, the socioeconomic characteristics of sarcoidosis patients could affect insurance coverage, contributing to sarcoidosis disease severity. Blacks are more disadvantaged than Whites in these characteristics. However, an ecological study of county-level geographic variation in sarcoidosis hospitalizations in South Carolina, USA showed that increased rates of disease in counties near the coastline could not be explained by socioeconomic status (SES), insurance coverage, or healthcare resources 2. Three times as many Black as White sarcoidosis patients were below the poverty line, and, although household income explained more of the variation in sarcoidosis hospitalization among Blacks than Whites, neither had much explanatory power in analytical models. Young 3 called for sociodemographic studies, particularly on the social and functional consequences of sarcoidosis, while Newman et al. 4 commented on the absence of SES information and disease severity in their disease review. The present study examines the socioeconomic and insurance characteristics of Black and White municipal and private hospital sarcoidosis clinic patients, their relationship to severity, and the disease's functional and social significance. Blacks are far more likely both to have sarcoidosis and severe sarcoidosis 5. In 1997, Black poverty rates (26.5%) were significantly higher than White poverty rates (11%) 6. Black households had the lowest median household income (US$25,050) by race 7. Black Americans are less educated than White Americans and are less likely to complete high school (20% of Blacks compared to 10% of Whites). Furthermore, Blacks are more likely to be uninsured (55% of Blacks compared to 27% of Whites) 8. SES measures social opportunity and is an indicator of lifestyle, health behaviour, and access to insurance. Many adult chronic diseases show associations among disease severity, SES, and insurance coverage 9. People of low SES have a greater risk of occurrence and increased severity of many diseases, including cardiovascular, respiratory diseases and cancer 10. There is a strong, inverse relationship with income and health status indicators, particularly mortality, among those with a household incomes <US$30,000 11. Education is inversely related to higher rates of risky health behaviour and lower levels of use of medical care. Less education correlates with obesity, smoking, and substance use 12. Those with a family income <US$25,000 are six times as likely to have no insurance coverage compared to those with a family income >US$50,000 13. Health insurance affects healthcare service use. Among the uninsured, those with chronic conditions are less likely than those with acute conditions to seek care 14. When uninsured individuals do seek care, disease severity is worse, and treatment costs and intensity are greater 9. Uninsured individuals also use less preventive services 15. The association between race and health status is complex because of confounding by measures of SES, attitudes, and insurance 16. Because the disease is more prevalent in Blacks, and Blacks represent only 12.8% of the US population 17, SES factors related to sarcoidosis severity may be attributed to race rather than SES or insurance.
Identification of patients Adult patients (aged 18 yrs) were identified and entered into a sarcoidosis registry through computerized hospital ambulatory billing records for sarcoidosis-related International Classification of Diseases, adapted codes at Georgetown University Medical Center (GUMC), a private university hospital. Additional patients were identified from sarcoidosis clinic records at DC General Hospital (DCGH), a municipal hospital. While GUMC serves a socioeconomically diverse population, more patients are White and insured. DCGH serves a predominant minority (mostly Black), low-income population. Medical charts from patients seen at GUMC and DCGH from July 1, 1992December 31, 1996 were abstracted using a Sarcoidosis Registry Form including sociodemographic, insurance, sarcoidosis laboratory and chest radiograph data, and clinical symptoms. Seventeen per cent of medical records were abstracted twice by different abstractors. Of the 20 records abstracted, there were four discrepancies, all errors of omission.
Inclusion criteria
Measures
Data analysis
Study population
Telephone survey population comparisons
The interviewed, telephone-accessible, eligible registry patients were compared by demographic, insurance, or symptom characteristics (table 1
Interview group characteristics Few patients had less than a high school education (19%). Household income was <US$20,000 for 30%, all of whom were Black, but 41% of patients had incomes >US$50,000. Twenty-seven per cent had no or public insurance (Medicaid); only 7% had no insurance. Black patients were significantly more likely to have less education, lower income, and no insurance. Most patients, however, had more than a high school education, private insurance (including Medicare), and incomes >US$20,000. Table 2
Sarcoidosis severity and socioeconomic status insurance indicators The relationship of sarcoidosis severity to SES and insurance status is shown in table 3
Severity of dyspnoea was significantly associated with level of education, lower income, and having no or public insurance. While nearly half of patients reported no dyspnoea, this was more likely in higher SES and privately insured patients. The number of self-reported sarcoidosis-related symptoms was unrelated to education, income, or insurance status, but the highest income patients were more likely to report no symptoms or fewer symptoms, if symptomatic. Some patients were identified in nonpulmonary speciality clinics and others were referred from outside the hospital; radiographic and pulmonary function data were available in about one-half of the patients. For those with radiographs, more extensive lung involvement was significantly associated with lower income but not with education and insurance. Patients with incomes <US$20,000 were 3.5 times as likely to have Stage 34 disease than patients with incomes >US$50,000. Patients with the highest incomes were more likely (36% versus 7%) to have Stage 1 disease than patients with the lowest incomes. Pulmonary function test results were, in general, not associated with differences by income or insurance, although those less educated were significantly more likely to have moderate or severe restriction in vital capacity (40% versus 11%).
Table 4
Work and activity limitations due to sarcoidosis Patients were asked about activity limitations in the past 4 weeks due to physical or emotional disability (such as feeling depressed or anxious) in number, amount, and kind of activities. In addition, they were asked if their physical or emotional state had affected social activities.
There were consistent, significant associations among income, insurance status, and the amount and kind of limitations in the activities sarcoidosis patients could do because of both physical and emotional disability (table 5
Many sarcoidosis studies are of patients of a single hospital clinic. The present study includes sarcoidosis patients of multiple clinics in a municipal and a private university hospital, representing a broader spectrum of sarcoidosis patients by SES and presentation than seen in any one hospital. Survey patients had similar demographic characteristics to other US sarcoidosis populations studied: young adults, predominantly Black and female. Even with inclusion of municipal hospital patients, nearly all surveyed patients were insured, although many, particularly municipal hospital patients, had public insurance (Medicaid, i.e. welfare insurance) rather than private insurance or Medicare, which provides similar coverage to private insurance. Even with sarcoidosis, most patients reported being in good-to-excellent general health and having few sarcoidosis symptoms. It was largely those with symptomatic sarcoidosis who reported poorer health, as might be expected in a young adult population that do not yet manifest the chronic diseases of aging. Objective data on disease severity were more often available for pulmonary clinic patients; by chest radiograph, most patients had radiologic Stage 2 or worse disease. Most patients perceived their disease as stable or improved, few as having progressed. Indeed, while general health status was strongly related to SES and insurance, there was no relationship with disease progression in a year, implying that, once in care, disease progression is unaffected by these factors. Blacks were more likely to report change, particularly improvement. The reason that more Blacks than Whites reported improvement is unclear. As a group, the former had more severe disease and were more likely to be placed on therapy. The authors speculate that those on therapy would have had a greater sense of having improved in the past year. Whites, having less severe disease, are less likely to be on therapy and, therefore, less likely to have perceived improvement. Three-quarters of the study patients were Black, with similar age and sex characteristics as White patients. Blacks were more likely to have less education, to be of lower income, and to have no or public insurance; however, most Blacks had more than a high school education and household incomes >US$20,000·yr1 21. Analysis shows a strong association between SES and disease severity, so race confounds both SES and disease severity 22. SES indicators and insurance were strongly associated with general health status of sarcoidosis patients. Regarding sarcoidosis severity, there were strong associations with severity of dyspnoea and SES and insurance, but no association with the number of sarcoidosis symptoms, a crude measure of disease extent. More objectively, radiograph severity was associated with income, and forced vital capacity with less education; there were no consistent associations for other pulmonary function test (PFT) measures, SES, or insurance. However, there were fewer observations with these objective measures (55 for the PFTs and 56 for the radiographs, as compared to nearly twice that number for self-perceived disease status), which could obscure some associations. Data on work, activity, and social limitations ascribed to sarcoidosis were available for nearly all patients. Having no or public insurance and lower income was consistently related with activity limitations due to physical or emotional disability and social limitations, indicators of the functional consequences of disease severity.
Implications The functional impairment and possible financial consequences of sarcoidosis have not previously been documented. However, a study of sarcoidosis patients' quality of life showed fatigue and loss of energy to be major aspects of the disease for those who were symptomatic 23. Sarcoidosis patients, particularly those fatigued, were also more likely to have depressive symptoms but not psychologically impaired health. Documentation of physical and social impairment for sarcoidosis patients adds to the significance of this disease. As sarcoidosis is a disease of young adulthood, those with impairment, particularly pulmonary impairment, are affected at a time when impairment could restrict household income when income needs are highest. The USA has recently revised its welfare system, decreasing the time people can remain on welfare. This change may particularly compromise young adults impaired by diseases such as sarcoidosis. Public and private work retirement systems depend upon years of work and income; disease effects may have lifelong consequences. Furthermore, sarcoidosis is not classified as an occupationally-related disease, so affected adults are not eligible for worker's compensation. The confounding of race by SES measures is particularly complex for sarcoidosis, as there may be a genetic basis for sarcoidosis among some Blacks 21, but if SES and insurance affect disease severity, these are factors amenable to social policy, unlike race 22. Confirmation and elaboration of this study's findings in a study on a larger population of Black and White patients seen at the same stage of disease is desirable. Such a study would identify the relative significance of race, SES, and insurance in disease severity at presentation and over time. This may be accomplished by analysis of the findings of A Case Control Etiology of Sarcoidosis Study (ACCESS) 24, in which 718 newly diagnosed patients were identified at the time of disease presentation and followed for 2 yrs. While sarcoidosis is uncommon, it may be more significant in its consequences than many more common disorders. The aetiology of the disease remains unknown; there is no curative therapy. Because of its age of onset and form of disability, the activities of young adults (child rearing and work) are particularly compromised. The significance of many diseases is measured by mortality, an uncommon consequence of sarcoidosis, but measures of the functional and social consequences of diseases and time of onset are less dramatic, but important health measures 25. These findings suggest that better understanding of the aetiology and treatment of sarcoidosis is a worthy health investment.
The authors gratefully acknowledge the assistance of J.K. French, E. Centola, D.C. Arthur and R. Klau for development and preparation of this manuscript.
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