The Clinical Journal of Pain 19:217–224 © 2003 Lippincott Williams & Wilkins, Inc., Philadelphia Spousal Responses Are Differentially Associated With Clinical Variables in Women and Men With Chronic Pain *Roger B. Fillingim, PhD, †Daniel M. Doleys, PhD, ‡Robert R. Edwards, MA, MSPH, and ‡Daniel Lowery, MA *University of Florida College of Dentistry and North Florida South Georgia VA Health System, Gainesville, Florida; †Pain and Rehabilitation Institute, Birmingham, Alabama; and ‡University of Alabama at Birmingham, Birmingham, Alabama Abstract: Objectives: Spousal responses have been related to clinical variables in patients with chronic pain. For example, solicitous responses from spouses have been associated with greater levels of pain and disability among patients with chronic pain. However, few investigators have determined whether spousal solicitousness produces different effects in women versus men with chronic pain. The present study examined pain reports, medication use, psychosocial factors, functional measures, and pain tolerance in patients with chronic pain. Methods: Subjects included 114 female and 213 male chronic pain patients, who described their spouses as either high or low in solicitousness on the Multidimensional Pain Inventory. Measures of pain severity, affective distress, physical function, medication use, and pain tolerance were examined in women and men with high versus low scores on spousal solicitousness. Results: Among males only, high spousal solicitousness was associated with greater numerical ratings of pain and greater self-reported disability compared with patients with low solicitous spouses. Among females only, the high spousal solicitousness patients showed lower pain tolerance, greater pain-related interference, poorer performance on functional tasks (eg, timed walking, lifting, and carrying tasks), and greater use of opioid medications. In both women and men, spousal solicitousness was associated with higher scores on the MPI pain severity scale. Discussion: These results extend previous findings demonstrating a relationship between spousal responses and patients’ adjustment to pain; however, the pattern of these effects appears to be moderated by the sex of the patient. Implications for assessment and treatment of chronic pain are discussed. Key Words: sex differences, gender differences, spousal responses, pain tolerance, pain-related disability chronic pain. For example, spousal presence was associated with greater pain reports only for patients who described their spouses as solicitous.1 Relatedly, Gil et al2 found that higher patient ratings of satisfaction with social support were associated with higher levels of pain behavior. Similar associations between spousal solicitousness and increased pain, disability, and pain behavior have been reported by other investigators.3–5 More recently, solicitous spousal responses were associated with higher levels of physical disability in patients with multiple sclerosis.6 These data are typically interpreted as supporting operant theories of pain behavior, which propose The biopsychosocial model suggests that pain is influenced by social and environmental factors. In support of this, spousal responses to patients’ pain behavior have been associated with adjustment among patients with Received June 17, 2002; accepted June 17, 2002. Supported by NIH/NINDS grant NS41670. This material is also the result of work supported with resources and the use of facilities at the Malcom Randall VA Medical Center, Gainesville, FL. Corresponding author: Roger B. Fillingim, PhD, University of Florida College of Dentistry Public Health Services and Research, 1600 SW Archer Road, Room D8-44A, P.O. Box 100404, Gainesville, FL 32610. E-mail: [email protected]. 217 218 Fillingim et al that spousal responses can serve as positive reinforcers of pain behavior leading to increased pain behavior and disability. There is evidence that the association of social support with pain may vary across patient populations. For example, one study reported that perceived spousal solicitousness was correlated with higher pain intensity among low back pain patients, but the reverse was true for patients with sickle cell disease and arthritis.7 Another factor known to influence pain perception and adjustment to pain is the sex of the patient. Multiple studies indicate sex differences in pain perception and in the experience of clinical pain, with women typically demonstrating increased pain sensitivity and greater risk for experiencing clinical pain.8–11 Given these sex differences, it is important to determine whether spousal responses influence male and female pain patients differently. Romano and colleagues12 reported that wives of male pain patients reported lower marital satisfaction, which was related to increased patient depression, but these relationships were not apparent among husbands of female patients. Patient ratings of spouse and significant other solicitousness were positively correlated with pain and pain-related interference for male but not female patients who were married and for female but not male patients who were unmarried.13 Another study demonstrated that for male pain patients, higher perceived negative responses from spouses were associated with greater pain severity and interference of pain in daily living, while these relationships were not present in female patients.14 Taken together, prior research indicates that both spousal responses and sex can influence adjustment to pain, and some evidence suggests that spousal responses to chronic pain and the effects of these responses may differ as a function of the patient’s sex. However, to date no studies have determined whether spousal solicitousness is associated differentially with self-reported pain, pain-related function, and pain tolerance among female compared with male patients. This study examined the influence of spousal solicitousness on these pain-related variables in women and men experiencing chronic noncancer pain. MATERIALS AND METHODS Subjects A total of 317 (203 male, 114 female) patients from a multidisciplinary pain program participated in the study. These were predominantly industrially injured workers who were disabled by pain. Primary sites of pain included: low back (54%), leg (11%), shoulder or arm (11%), cervical (6%), and other (18%). The typical patient reported primary pain in the lower back, with raThe Clinical Journal of Pain, Vol. 19, No. 4, 2003 diation into one or both legs. All patients underwent a comprehensive pretreatment evaluation, which consisted of several questionnaires, an assessment of ischemic pain tolerance, and measures of physical function (see below). Psychologic and pain measures Medical and demographic data Medical and demographic information was obtained through patient interview and review of the medical records that were available. The following data were collected: age, sex, race, duration of pain, primary and secondary sites of pain. Also self-reported use of opioid medication for pain was determined and confirmed by medical record review. Multidimensional Pain Inventory (MPI)15 The MPI consists of 13 scales divided into 3 sections assessing: the impact of pain on the patient’s life, responses of significant others to the communication of pain, and the daily activity level of the patient. The reliability and validity of the MPI have been wellestablished.16,17 In the present study, the MPI was used in two ways. First, groups high (High SR) versus low (Low SR) on spousal solicitousness were created by performing a median split on the Solicitous Responses subscale. This scale has been a commonly used measure of spousal solicitousness in previous research.3,4 Second, the subscales of pain severity, pain interference, affective distress, perceived life control, and general activity level were used as indices of adjustment to chronic pain. MPI data were scored using the MPI computerized scoring program; subscale scores are presented as T-scores. Beck Depression Inventory (BDI)18 The BDI is a widely used, 21-item, self-report measure assessing common cognitive, affective, and vegetative symptoms of depression. Research evaluating the psychometric properties of the BDI suggests that it shows excellent reliability and validity as an index of depression.19 Because chronic pain patients often endorse somatic symptoms assessed by the BDI, which may artificially inflate their scores,20 the BDI was separated into its 13-item cognitive affective subscale and its 8-item somatic-performance subscale.21 Oswestry Disability Questionnaire (ODQ)22 The ODQ is a 10-item, self-report scale assessing the extent to which functional daily activities are restricted by pain. The ODQ demonstrates adequate reliability and validity, and is a frequently used measure of pain-related disability.23 McGill Pain Questionnaire (MPQ)24 The MPQ consists of 20 groups of single-word pain descriptors with the words in each group increasing in Relationships Among Sex, Spousal Responses, and Pain rank order intensity. The sum of the rank values for each descriptor based on its position in the word set yields an overall measure of pain termed the Pain Rating Index (PRI), which was the summary score used in the present study. The MPQ is among the most widely used measures for rating pain. State-Trait Anxiety Inventory (STAI)25 Both the state and trait versions of the STAI are selfreport scales consisting of 20 statements evaluating levels of anxiety. Each item is scored on a 4-point Likert scale, with higher scores representing increasing levels of state anxiety (recent, situationally-derived symptoms of anxiety) or trait anxiety (longer standing symptoms of anxiety). The STAI has consistently demonstrated adequate psychometric properties, and is a commonly used measure of anxiety in the context of pain research.26,27 Pain ratings Numerical pain ratings were obtained by asking each patient to record hourly ratings of pain severity on a 0 (“no pain”) to 10 (“the most severe pain imaginable”) scale. For the purposes of statistical analysis, hourly pain ratings for the first 2 days of treatment were averaged to yield a single overall pain rating. Functional measures Though self-report measures of physical function are more commonly used, behavioral measures of physical function have been widely recommended for use in assessment of chronic pain patients.28,29 The following tests of physical function were conducted on all patients. 100-yard timed walking test Patients were required to walk once around a 100-yard long indoor circular track as fast as they could. Performance was measured as the number of seconds required to complete the task, such that a longer time reflects poorer performance. Lift and carry tests Under the supervision of a physical therapist, patients were asked to lift a box filled with weights from the floor to waist level. The amount of weight was gradually increased until patients reported being unable to perform the task. Performance was measured as the greatest weight lifted from floor to waist. The carry task was conducted in similar fashion, except patients were instructed to carry the box at waist level across the room (approx. 10 meters). Performance was measured as the greatest weight carried. Push and pull tests For the push test, patients were instructed to gradually apply force to their maximum using a dynamometer 219 (Chatillon, Greensboro, NC) that was placed waist high against a door frame. For the pull test, the dynamometer was hooked to an eye-bolt at waist height and patients were instructed to pull with maximum force. Three trials were performed for each test, and the average of these 3 trials was computed for data analysis. To develop a composite functional measure based on the 4 strength tasks, the results of the lift, carry, push, and pull tests were standardized to the same metric (mean ⳱ 50, SD ⳱ 10) and averaged for each patient, and this overall measure was used in subsequent analyses. Ischemic Pain Tolerance (IPTO) IPTO was assessed using the modified submaximal tourniquet procedure as described previously.30,31 This procedure involves exercising the hand as blood flow to the arm is occluded, evoking ischemic pain. Following determination of subjects’ maximum grip strength, the arm was exsanguinated by elevating it above heart level for 30 seconds, after which a standard blood pressure cuff was positioned proximal to the elbow of the dominant arm and inflated to 200 mm Hg. Subjects then performed 20 handgrip exercises of 2-second duration at 4-second intervals at 30% of maximum grip strength. Subjects were instructed to continue until the perceived pain became intolerable or until they reached the uninformed cutoff time of 20 minutes. IPTO was operationalized as the number of seconds to pain tolerance following cuff inflation. Patients with a history of hypertension, coronary artery disease, or upper extremity pain of unknown etiology were excluded from the test. Patients who were not excluded based on these criteria completed the procedure prior to beginning the interdisciplinary treatment program. Data reduction and analysis Data are presented as means and standard errors. As data points were missing for a number of subjects, the number of individuals included in the analysis is indicated in each table. The significance of group differences in continuous variables was determined using Analysis of Variance (ANOVAs). Group differences on nominal variables were assessed using 2 tests. Significance level was set to P < 0.05 for each analysis. All analyses were carried out using Statistical Analysis System (SAS) software. RESULTS The median split yielded 60 women in the High Solicitous Response (High SR) and 54 in the Low Solicitous Response (Low SR) group, and 108 men in the High SR and 95 men in the Low SR groups. Demographic and descriptive variables are presented for each group in The Clinical Journal of Pain, Vol. 19, No. 4, 2003 220 Fillingim et al Table 1. As can be seen, no SR group differences emerged on age, pain duration, primary pain location, or number of pain sites. Women reported significantly more pain sites than men, while men had more previous surgeries. The High SR group had a greater proportion of non-white patients compared with the Low SR group; therefore, race was used as a covariate in subsequent analyses. No other demographic differences emerged. As expected, the High SR group had significantly higher scores on the Spousal Solicitousness scale of the MPI, and High SR patients also reported more Distracting Responses but not more Punishing Responses relative to their Low SR counterparts. Self-report measures Pain measures Three different self-report measures of clinical pain were obtained, and these are presented in Table 2. For hourly pain ratings averaged over the first 2 days of treatment with the pain diary, a main effect of SR Group emerged (P < 0.005), such that High SR patients provided higher hourly pain ratings compared with low SR patients. However, separate analyses by sex indicated that this effect was significant only for men (P < 0.005). Main effects of both sex (P < 0.05) and SR group (P < 0.001) were found for the Pain Severity subscale of the MPI, with women and High SR patients of both sexes reporting greater pain. Sex differences also emerged for the McGill PRI (P < 0.005), with women scoring higher than men, but no effect of SR group was observed. Thus, depending on the pain measure, both SR Group and sex were associated with pain reports. Affective measures Women had significantly higher scores on the Affective Distress subscale of the MPI (P < 0.05), and slightly but not significantly higher scores on the CognitiveAffective subscale of the BDI (P ⳱ 0.07) and the Trait Anxiety scale (P ⳱ 0.06). No sex differences emerged for State Anxiety or the BDI-Somatic scale, and no effect of SR Group was found for any of the affective measures (Ps > 0.10). Self-Report disability measures Analysis of the ODQ revealed no significant effects of sex or SR group, but there was a marginal sex X group interaction (P ⳱ 0.07). Separate analyses by sex revealed that among males the High SR group reported significantly greater disability than the low SR group (P < 0.05), but no effect was seen in females. Overall, there was a main effect of SR Group on the Interference and General Activity scales of the MPI, such that High SR groups reported higher interference and lower activity (P < 0.005). However, sex-specific analysis revealed that these effects were significant only among women (Ps ⱕ 0.05), though the effect on interference approached significance in men (P ⳱ 0.08). Pain tolerance For ischemic pain tolerance time, a main effect of SR group emerged (P ⳱ 0.05); however, there was also a significant group X sex interaction (Fig. 1) (P < 0.05). Separate analyses by sex indicated that High SR females had significantly lower pain tolerance than Low SR females (P < 0.01), but no effect of SR Group was present for males (P > 0.5). There was no main effect of sex (P > 0.2). Functional testing For the Walking Time measure, the sex X SR group interaction approached significance (P < 0.07). Sexspecific analyses revealed that among females the High SR group required significantly longer to complete the walk than the Low SR group (P < 0.05), but for males no effect of SR group was evident (Ps > 0.5). Similarly, for the composite strength measure, High SR females displayed poorer performance than Low SR females (Ps ⱕ 0.05), while no SR group differences emerged for males (Ps > 0.5) (Fig. 2). TABLE 1. Demographic and descriptive characteristics by sex and SR group. Results are presented as means and standard deviations unless otherwise indicated Women Age Duration of pain (years) Race (% white)* Pain site (%LBP) Solicitous responses score* Distracting responses score* Punishing responses score High SR (n ⳱ 60) Low SR (n ⳱ 54) High SR (n ⳱ 108) Low SR (n ⳱ 95) 41.0 (8.9) 2.4 (2.4) 66.2 53.3 58.2 (4.4) 56.6 (9.6) 49.8 (8.3) 40.5 (7.9) 1.9 (1.6) 83.3 44.4 43.9 (5.5) 50.2 (9.5) 50.8 (9.7) 39.7 (8.8) 2.2 (2.1) 74 60 60.0 (3.6) 58.3 (8.8) 50.0 (9.0) 40.3 (8.7) 2.5 (2.0) 92 57.5 44.8 (7.0) 51.7 (9.3) 51.4 (8.5) *High vs. Low SR groups differ, P < 0.05. The Clinical Journal of Pain, Vol. 19, No. 4, 2003 Men Relationships Among Sex, Spousal Responses, and Pain 221 TABLE 2. Pain severity, psychosocial variables and self-reported disability measures by sex and SR group. Results are presented as means and standard deviations unless otherwise indicated Women Pain diary§ MPI pain severity*† McGill PRI† BDI-somatic BDI-affective MPI-affective distress† Trait anxiety State anxiety MPI interference‡ MPI general activity‡ Oswestry§ Narcotic use (%)‡ Men High SR (n ⳱ 60) Low SR (n ⳱ 54) High SR (n ⳱ 108) Low SR (n ⳱ 95) 6.8 (1.4) 57.2 (6.1) 40.7 (14.0) 10.1 (3.6) 14.3 (7.7) 54.2 (6.7) 53.2 (10.4) 53.2 (12.0) 56.7 (5.7) 43.3 (6.9) 56.1 (12.6) 50 6.5 (1.3) 53.9 (7.5) 38.8 (12.3) 9.5 (3.6) 13.9 (8.3) 54.0 (8.2) 54.8 (11.4) 56.5 (11.1) 53.5 (7.9) 47.5 (9.2) 56.3 (11.0) 25 6.9 (1.3) 55.4 (7.2) 35.6 (12.0) 9.8 (3.2) 12.1 (7.8) 52.7 (7.9) 52.1 (10.4) 53.8 (10.6) 56.1 (5.9) 42.1 (8.1) 56.5 (11.7) 48 6.2 (1.6) 51.3 (9.6) 34.8 (11.0) 9.3 (3.5) 12.5 (7.6) 51.2 (7.9) 51.5 (10.7) 54.8 (12.2) 54.6 (5.4) 43.8 (7.5) 51.8 (12.7) 43 *Effect of SR group for both sexes; †Overall effect of sex, ‡SR group effect for women only; §SR group effect for men only. Opioid medication A 2 analysis revealed that a greater proportion of High SR females was using opioid medications compared with Low SR females (P < 0.05), while opioid use was similar for High versus Low SR males (P > 0.40) (Table 2). related interference, lower general activity, and poorer performance on functional measures (ie, walk time, strength measures). Moreover, women who reported high spousal solicitousness had significantly lower pain tolerance compared with women reporting low solicitous responses. This effect was not observed in men. Finally, DISCUSSION The results of this research suggest that patients’ perceptions of spousal responses are related to pain and function in both female and male patients with chronic pain; however, the associations differed for women and men. For both sexes, spousal solicitousness was related to greater clinical pain, but this effect appeared more consistent for men. Among men but not women, spousal solicitousness was also associated with greater selfreported disability on the Oswestry scale. For women, spousal solicitousness was associated with greater pain- FIGURE 1. Ischemic pain tolerance for women and men in the opioid and non-opioid groups. Results are presented as means and standard errors. FIGURE 2. Functional measures for women and men in the High versus Low SR groups. Means and standard errors for the composite strength index (top panel) and time to walk 100 meters (bottom panel) are presented. The Clinical Journal of Pain, Vol. 19, No. 4, 2003 222 Fillingim et al spousal solicitousness was related to increased likelihood of opioid use among women but not men. These results support and extend previous research examining associations between spousal responses and adjustment to pain. Several prior studies reported that greater perceived spousal support was associated with greater pain, pain behavior, or pain-related disability.1,3–5,32–35 In addition to demonstrating similar associations between spousal solicitousness and pain-related variables, our findings suggest that the relationship between spousal responses and adjustment to pain may differ for female and male patients. Several issues must be considered in interpreting these findings. First, we have presented the data based on the sex of the patient; however, this is inevitably confounded with the sex of the spouse, since male and female patients had female and male spouses, respectively. Thus, the observed relationships between spousal responses and pain-related variables in female versus male patients could be attributed to the sex of the spouse rather than the sex of the patient. That is, it may be that the solicitous responses emitted by women (ie, wives) affect patients differently than the solicitous responses displayed by men (ie, husbands). It is also important to remember that the direction of effects cannot be determined in this cross-sectional study. For instance, behavioral theories suggest spouses’ solicitous responses produce increased pain behavior and disability via positive reinforcement. If this were the case, then female patients appear to be more influenced by this process, since more differences were observed between High SR and Low SR females than males. These putative greater effects of reinforcement on pain-related behaviors in women could be due to increased susceptibility to reinforcement in the female patients or greater reinforcement value of the husbands’ responses. On the other hand, it is plausible that higher spousal solicitousness occurs in response to greater pain and disability exhibited by the patient. Applying this explanation to the present findings, female patients may need to display greater pain-related disability to elicit supportive responses from their husbands, while the wives of male patients require less pain-related disability to provide increased support. Indeed, there is evidence that females interpret nonverbal signals more accurately than males,36 and females show enhanced physiological and perceptual responses to facial expressions relative to males.37–41 In a recent study, females reported a significantly greater number of familial pain models than males, suggesting that females may be more aware of pain in others.42 If women demonstrate greater awareness of nonverbal cues and familial pain, then, compared with husbands of female patients, wives of male patients may provide inThe Clinical Journal of Pain, Vol. 19, No. 4, 2003 creased support in response to relatively subtle cues of increased pain. In a recent study of spousal responses to pain behavior in patients with osteoarthritis (OA), Keefe and colleagues (unpublished data) found that, compared with husbands of female OA patients, male OA patients’ wives were more likely to display facilitative behavior (ie, approval, agreement, and support) before and after the patients exhibited pain behavior. Thus, it seems quite plausible that some of the findings described above could be attributed to the different responses of husbands versus wives. Another interesting aspect of these findings is the nature of the variables that differed as a function of SR Group in women and men. Specifically, high spousal solicitousness was associated with greater self-reported disability only for men, and the association between spousal solicitousness and reported pain severity appeared to be more consistent for men. For women, however, self-reported activity level, functional performance, pain tolerance, and opioid use were associated with spousal responses, but not in men. Thus, solicitous responding appears to be more strongly associated with selfreport measures in men and with more objective functional or behavioral measures in women. These latter measures may reflect more observable signs of pain, which might be particularly important in eliciting solicitous responses from husbands, who may be less cognizant of more subtle manifestations of pain, as discussed above. Similar to the present findings related to pain tolerance, an association between spousal solicitousness and experimental pain responses has been previously reported. Flor and colleagues43 found that chronic pain patients who rated their spouses as high in solicitousness showed lower cold pressor pain tolerance when the spouse was present versus absent, while spouse presence had no impact on pain tolerance in patients with low solicitous spouses. Interestingly, in that study 76% (13/17) of the patients were female. The present results extend these findings, in that pain tolerance was related to solicitousness only among female patients, and in our study the spouses were not present during testing. Inspection of the Flor et al data43 suggests that the pain tolerance of the high solicitousness group was substantially higher than for the low solicitousness group, when collapsed across spouse conditions. This would contradict the present results; however, the authors do not mention this finding. Interesting, too, in the present study is the absence of an association between affective measures and spousal solicitousness in women or men. This is somewhat surprising, given that the other clinical variables associated with spousal responses in women and men are frequently accompanied by emotional distress. This may be due to Relationships Among Sex, Spousal Responses, and Pain the nature of the scale used to assess spousal solicitousness, which asks patients to describe their spouses’ responses specifically to the patients’ pain. Some prior work has indicated sex differences in spousal responses to chronic pain. A stronger relationship has been reported between patient and spouse dysfunction when patients are male (and spouses female) than when patients are female (and spouses male),44 suggesting that wives of male patients are more affected by their husbands’ pain and dysfunction than are husbands of female patients. In addition, marital dissatisfaction was associated with greater pain, disability, and psychologic distress in female but not male chronic pain patients.45 Relatedly, punishing spousal responses were associated with increased pain and interference among male patients, but this association was not present for female patients.14 In contrast, spousal criticism contributed to increased affective distress in both women and men with rheumatoid arthritis.46 Because punishing responses have been associated with pain-related variables in these prior studies, we re-ran our analyses using the Punishing Responses scale from the MPI as a covariate, and the results were not affected. Thus, solicitous, or excessively positive, responses were related to pain adjustment in a sex-dependent manner, independent of negative spousal responses. The potential practical implications of these findings deserve mention. First, these results serve as a reminder that chronic pain influences and is influenced by the social environment, and it should not be surprising that the social correlates of pain-related adjustment may be different for women and men. For example, a recent population survey found that women reported seeking social support as a pain coping response more frequently than men.47 Thus, social factors may be particularly important moderators of women’s’ pain experiences. Based on behavioral theory, these findings suggest that spouse retraining may be more beneficial for female than male patients, although it is unclear whether the spouse or the patient is most in need of retraining. Regardless, instruction in providing the type of spousal support associated with improved function and reduced pain-related disability may be particularly helpful. Previous research has demonstrated that spouse-assisted cognitive behavioral treatment is effective for reducing pain and psychologic disability in patients with arthritis.48 Whether such treatment produces differential effects in women versus men remains to be determined. Also, prior research on the association between spousal responses and pain has generally not reported data separately for women and men; therefore, it is difficult to know whether any of those effects were sex-related. 223 This study has a number of strengths, including a relatively large sample size, and the assessment of a variety of pain-related variables, including functional performance and pain tolerance. However, several limitations should also be noted. First, we did not collect data on the psychosocial status of the spouses, which may be an important moderating factor. 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