British Journal of Rheumatology 1998;37:837–847 DIRECT COST OF RHEUMATOID ARTHRITIS DURING THE FIRST SIX YEARS: A COST-OF-ILLNESS STUDY C. H. M. VAN JAARSVELD, J. W. G. JACOBS, A. J. P. SCHRIJVERS,‡ A. H. M. HEURKENS,* H. C. M. HAANEN† and J. W. J. BIJLSMA Department of Rheumatology and Clinical Immunology, University Hospital Utrecht, PO Box 85500, 3508 GA Utrecht, *Department of Rheumatology, Eemland Hospital, Utrechtseweg 160, 3818 ES Amersfoort, †Department of Rheumatology, St Antonius Hospital, Koekoekslaan 1, 3435 CM Nieuwegein and ‡Julius Centre for Patient Oriented Research, PO Box 80046, 3508 TA Utrecht, The Netherlands SUMMARY The objective was to estimate the annual direct disease-related cost of rheumatoid arthritis (RA) during the first 6 yr and to determine which socio-demographic and clinical characteristics relate to these costs. The study population consisted of 424 RA patients who had participated in a (population-based) trial on therapeutic strategies for early RA since 1990 and were not lost to follow-up in April 1996. A questionnaire on costs due to RA was sent to these patients; 363 (86%) completed questionnaires were analysed. The total annual direct cost per patient was estimated by adding up the costs of health care workers, days admitted to care facilities, medication, monitoring for side-effects, alternative medicine, adaptations in the home, devices, and other direct costs such as travelling expenses. The mean annual direct cost due to RA was estimated to be Dfl. 11 550 per patient. An obvious increase in direct cost with increasing disease duration was not found. Patients with higher disease activity exhibited significantly higher costs compared to patients with lower disease activity. A multiple logistic regression model showed that greater disability and lower age increased the odds for high costs. The annual direct cost of RA averaged out at Dfl. 11 550 per patient (i.e. £3680). A high total direct cost in the first 6 yr of disease is related to severe functional disability and lower age. K : Rheumatoid arthritis, Cost of illness, Direct cost, The Netherlands. R arthritis (RA) is a systemic condition, chronic symmetrical polyarthritis being its most common manifestation. The prevalence of RA in the Dutch population aged over 40 yr has been estimated to be 1–1.5% [1]. The absolute number of RA patients in the total Dutch population was estimated to be 136 400 in 1990 [2]. RA causes, even early after disease onset, functional disability and irreversible joint damage. In addition to an impact on the financial situation of individual patients and their families, RA also has an economic impact on society. To study the cost of a disease, several perspectives can be used, depending on the audience targeted. A societal perspective was assumed for this cost-of-illness study, meaning that no distinction was made between payments by the patient, the National Health Service or somebody else. In this manner, a picture of the economic influence of the disease on all segments of society will be obtained. The costs of illness consist of three components: direct costs, indirect costs and intangible costs [3]. Direct costs are those requiring actual payment, such as those owed mainly to the health care sector for treatment of the disease. In addition to these direct medical costs, there are also direct non-medical costs for RA patients, which include adaptations in the home, special means of transportation and devices (medical aids) needed to perform activities of daily life. Indirect costs are those which do not require direct payment since they represent lost resources. These costs include production losses attributable to those who are unemployed or cannot work as a result of illness. Illness also causes a reduction in the quality of life; these intangible costs are virtually impossible to estimate. However, it is essential to note their importance, especially for patients with a disease such as RA in which pain plays a major role. The economic impact of RA on society in England was estimated to be £1256 million (i.e. Dfl. 3925 million) in 1992, 52% of which is production loss caused by RA disability (indirect costs); direct costs accounted for 48% [4]. In studies conducted a decade ago in the USA, the annual direct cost averaged $6000 (1990 dollars) (i.e. Dfl. 11 800 or £3800) per RA patient and indirect costs exceeded direct costs at least 3-fold [3]. The results of a study of Dutch patients with diverse rheumatic disorders of varying duration showed that the financial situation deteriorated due to the disease in 67% of these cases [5]. An estimation of the financial consequences of RA during the first years of disease in The Netherlands was not available. This report on the cross-sectional study focuses only on the direct costs, i.e. medical and non-medical direct costs. Data on the indirect costs will be reported separately, since these costs are estimated in a different way. The study design is a cost-of-illness analysis which comprises an inventory of direct costs, rather than exact estimates of costs for individual patients. The three central questions of this study are as follows. (1) What is the estimated annual direct cost per RA patient during the first 6 yr? (2) Is there a trend in the direct Submitted 9 June 1997; revised version accepted 20 October 1997. Correspondence to: C. H. M. van Jaarsveld, Department of Rheumatology and Clinical Immunology, University Hospital Utrecht, PO Box 85500, 3508 GA Utrecht, The Netherlands. © 1998 British Society for Rheumatology 837 838 BRITISH JOURNAL OF RHEUMATOLOGY VOL. 37 NO. 8 annual cost with increasing disease duration? (3) Which socio-demographic or clinical characteristics are related to these costs? SUBJECTS AND METHODS Subjects Since 1990, RA patients attending a rheumatology centre in the region of Utrecht, The Netherlands, were managed according to a protocol for therapeutic strategies [6 ]. All RA patients, diagnosed according to the 1987 American College of Rheumatology criteria [7], with a maximum disease duration of 1 yr were asked to participate. Therefore, it is a population-based study. In this open clinical study, patients were randomly assigned to one of the therapeutic strategy groups. Data on the clinical course of the disease, psychological well-being, medication and side-effects were collected regularly. In April 1996, 424 patients were enrolled in this trial. A self-reporting questionnaire on the cost of RA was sent to these patients by mail. RA patients with a disease duration of 0–6 yr were the subjects of this study, since the first patients were enrolled in 1990. Estimation of direct costs Seven categories of direct cost were distinguished. The costs of health care workers, days spent in care facilities, medication, monitoring for side-effects of medication and alternative medicine were grouped as direct medical costs. The costs of devices, adaptations in the home and other costs were considered direct non-medical costs. Cost per category was estimated by multiplying volumes by cost per unit. Volume of direct costs Information on the volumes of the diverse costs was collected by means of a questionnaire consisting of 31 items, designed especially for this study. In a pilot study of 10 RA patients, the questionnaire was found to be clear and feasible. The following data were collected: number of contacts with health care workers in the past 3 months; number of days spent in a hospital, rehabilitation centre and nursing home in the past 12 months; adaptations in the home, and devices needed to perform activities of daily life acquired in the past 12 months. Lists of 13 kinds of health care worker and frequently acquired devices were included with the questionnaire. Patients reported the number of contacts with each kind of health care worker and checked the devices they had acquired. Contacts with health care workers who were not on the list were also specified by the patient; the same applied for other devices. Data on medication used in the past 12 months and data on monitoring the side-effects of antirheumatic medicines were collected from the clinical trial database. Direct medical costs All costs are presented in Dutch florins (Dfl. 1.00 = £0.32 or US $0.51 in September 1997). Main costs are also provided in pounds sterling. Contacts with health care workers. Cost per contact was estimated by dividing the total national cost by the total annual number of contacts for each kind of health care worker (see Appendix 1) [8]. These calculations were based on national data and are not specific for RA patients. For a visit to the occupational therapist, the cost of the physiotherapist was used (Dfl. 53) because other data were not available. A visit to a rheumatology nurse was estimated to cost Dfl. 75 [9]. For visits to a company medical officer, personnel officer and other care workers specified by the patient, the cost of a consultation with the medical specialist (Dfl. 81) was used, since data for a more precise calculation were not available. Days in care facilities. For hospitals, rehabilitation centres and nursing homes, we estimated the cost per day. The total national cost for all Dutch hospitals and all Dutch nursing homes was divided by the average annual number of nursing days found for all hospitals and nursing homes, respectively. Since national data on rehabilitation centres were not available, we used data known for one rehabilitation centre in Utrecht. The total cost for all hospitals in The Netherlands, including the cost of out-patient clinics, was estimated to be Dfl. 15 967 million in 1995 [8]. Dfl. 15 967 million divided by 16 141 000 nursing days yielded Dfl. 990 per nursing day for a hospital [10]. The total cost for nursing homes was Dfl. 5317 million in 1995 in The Netherlands, and the annual number of nursing days was estimated to be 18 859 000 days, which equals Dfl. 280 per day [8, 10]. The cost of a day spent in a rehabilitation centre was estimated in the same way, using the known data for one rehabilitation home in Utrecht: Dfl. 31 243 959 divided by 62 965 nursing days resulted in Dfl. 500 per day for a rehabilitation centre. Medication and monitoring for side-effects. All medications for RA used by our patients in the past 12 months were included: slow-acting anti-rheumatic drugs (SAARDs), non-steroidal anti-inflammatory drugs (NSAIDs), analgesics, antacids, vitamins, minerals and corticosteroids (oral, i.v. and intra-articular). Prices were obtained from the National Pharmacotherapeutical Catalogue of 1996. The cost per month is presented in Appendix 2, assuming standard daily doses. If, for example, a double dose was taken by a patient, the monthly cost was doubled. Monitoring for side-effects of SAARDs and NSAIDs is standard procedure for all RA patients on these drugs. Several schedules for monitoring exist. In this study, the standard schedule of the University Hospital Utrecht was used [11]. Laboratory tests, X-rays, eye checks and lung function tests were included (see Appendix 3). The total cost of standard monitoring for the side-effects of SAARDs and NSAIDs used by a patient in the past 12 months was calculated. Alternative medicine. The total cost of alternative medicine for RA in the past 3 months was estimated by the patient and reported in the questionnaire. VAN JAARSVELD ET AL.: ANNUAL DIRECT COST OF RA IN DUTCH PATIENTS Direct non-medical costs Adaptations in the home and devices. Costs of adaptations in the home and devices were estimated using the price lists of three catalogues for aids for activities of daily life and adaptations in the home [12–14]. Missing prices were estimated by an occupational therapist. Other direct costs. Several other categories of cost due to RA were listed in the questionnaire. The patients were asked to report the total amount spent in the past 3 months. The categories were: travelling expenses for visits to health care workers, bills for medication which were not refunded by the National Health Service, extra costs of energy (central heating), telephone and clothing, small payments to neighbours or friends who help, payments for extra help in and around the house, such as cleaning, and other costs specified by the patient. Analyses Annual direct costs of the seven categories were combined to estimate the total direct cost of RA. Cost might depend on disease duration. To identify a trend in cost with increasing disease duration, patients were divided into six groups according to their disease duration. The mean, median and the .. of the annual direct cost per year are presented. In order to determine which socio-demographic and clinical characteristics separated patients with relatively high costs from those with lower costs, the population was divided into two groups according to total annual cost. The differences between the two groups were compared using the x2 test for categorical data and the Mann–Whitney test for ordinal data. A multiple logistic regression model was made for low vs high costs (dependent variable), using socio-demographic and clinical data (independent variables). The stepwise method was applied, meaning that the variable which correlated best with the total annual cost was included first in the model. Statistical analyses were carried out using the SPSS statistical package for Windows Version 6.1 [15]. RESULTS Of the 424 questionnaires, 377 were returned within the time limit of 2 months. The response was 89%. In 14 cases, the data on direct costs were incomplete, leaving 363 patients for the analyses. Baseline characteristics of responders who sent in complete or incomplete questionnaires and non-responders did not differ significantly (data not shown). Patients were divided into six groups according to their disease duration. Patient characteristics of the six groups at the time of filling out the questionnaire are presented in Table I. Direct medical costs Contact with health care workers. Most patients, i.e. 341 (94%), had contacted at least one health care worker in the past 3 months. Mean disease duration did not differ between the 22 patients who did not, and the 341 patients who did, contact a health care worker. The number of contacts in the past 3 months was multiplied by four to obtain estimations for the 839 past 12 months. The number of contacts and annual cost per health care worker are summarized in Appendix 1. The mean annual cost for all health care workers together was Dfl. 769 800 or Dfl. 2120 per patient (i.e. £680). Visits to physiotherapists and rheumatologists accounted for the largest amounts: Dfl. 666 and Dfl. 580 per patient, respectively. Rheumatologists were costly because 90% of patients had two consultations per year on average (range 0–12). Although only 24% visited a physiotherapist (n = 87), the cost was high because each patient had 13 sessions on average, resulting in an average of three contacts for the whole group (range 0–36). This was not surprising, since in The Netherlands physiotherapy is often prescribed for 10 sessions. The total cost of contacts with health care workers is presented for the six groups with increasing disease duration in Table II. The mean (and median) cost was Dfl. 3355 (2340) for patients with <1 yr RA; in subsequent years, costs were slightly lower. Days in care facilities. Forty-nine patients (13%) spent at least 1 day in a hospital, rehabilitation centre or nursing home during the last year. There were 41 patients who spent an average of 20 days in a hospital, nine patients who spent an average of 7 days in a rehabilitation home and one patient who was in a nursing home for 1 day. Ten patients (16%) of the group of patients with <1 yr RA had at least one nursing day, and 12, 6, 11, 14 and 26% of the groups in order of increasing disease duration. The mean cost due to days spent in care facilities was Dfl. 18 695 per hospitalized patient (.. 17 034). The mean cost for the total group of patients was much lower than that for this subgroup of patients with at least one nursing day, since only 13% were responsible for these costs. Owing to the skewed distribution, median costs were zero. The mean cost of days spent in care facilities during the past 12 months for all 363 patients together was Dfl. 916 070, or Dfl. 2524 per patient (i.e. £810). The cost per group according to increasing disease duration is presented in Table II. The mean cost was Dfl. 4620 for patients with <1 yr RA; in subsequent years, mean costs were lower. Medication and monitoring for side-effects. All patients took medication for RA. The total mean cost was Dfl. 1135 per patient over the past 12 months (i.e. £360). In comparison with anti-rheumatic drugs, medication for preventing or treating stomach problems (antacids) caused high costs (see Appendix 2). The cost of medication did not differ over the first 6 yr of disease. Results are shown in Table II. Alternative medicine. In the past 3 months, 44 patients (12%) stated that they made use of at least one type of alternative medicine. The mean cost for these 44 patients was Dfl. 923 per patient (.. 1120). Another 44 patients (12%) had used an alternative medicine more than 3 months ago, and 275 patients (76%) said they had never used alternative medicine. For the total group of 363 patients, the mean cost was Dfl. 112 (i.e. £40) per patient (see Table II ). 840 BRITISH JOURNAL OF RHEUMATOLOGY VOL. 37 NO. 8 TABLE I Patient characteristics at the time of filling out the questionnaire Group 1 Number of patients Disease duration in years Age in years Median Range % Female % Positive rheumatoid factor test % Radiological damage (Sharp 1)* 2 3 4 5 6 63 0–1 78 1–2 67 2–3 53 3–4 56 4–5 46 5–6 57 19–84 64 66 68 58 21–80 72 69 84 60 30–82 75 79 83 65 22–85 68 68 98 67 29–88 71 70 100 60 27–81 63 78 96 Total 363 ∏6 60 19–88 69 72 90 *A modified method of Sharp was used to score radiological damage [24, 25]. According to this method, erosions and joint space narrowing in hands, wrists and feet are scored (range 0–448). A Sharp score 1 means that at least one erosion or some joint space narrowing is visible. TABLE II Direct cost in Dfl. per patient during the past year, for six groups with increasing disease duration; figures are the mean (..) and median* Disease duration (yr) 0–1 Patients (n) Health care worker Days in care facilities Medication Monitoring for side-effects Alternative medicine Subtotal medical cost† Adaptations and devices Other cost Subtotal non-medical cost† Total direct cost 63 3355 2340 4620 0 1340 1170 484 416 83 0 9882 4444 2814 150 1759 600 4573 2268 1–2 3–4 67 1682 648 (6982) 1374 0 (647) 1041 850 (315) 253 224 (810) 193 0 (8167) 4543 2006 (16 307) 2921 0 (2759) 1993 532 (17 504) 4914 800 53 1381 648 (5885) 1047 0 (912) 1168 984 (203) 243 240 (602) 30 0 (7059) 3869 244 (8277) 888 0 (7653) 1476 200 (14 688) 2364 240 14 455 (20 411) 13 800 (20 250) 9457 7370 5656 4727 (17 711) 6233 2862 (3112) (15 521) (682) (311) (299) (1898) (6797) (3101) (8934) 78 1952 1284 1891 0 1268 1251 401 240 177 0 5689 3442 6359 126 1752 696 8111 2252 2–3 (1782) (1731) (1686) (4000) (929) (191) (112) (5378) (3566) (3040) (4600) (8181) 4–5 56 2309 648 2814 0 808 497 177 206 54 0 6126 2064 5443 88 1400 354 6843 2040 (3574) (9839) (790) (150) (172) (11 830) (15 616) (2085) (15 892) 5–6 46 1975 636 3747 0 1123 880 218 216 86 0 7149 2493 3909 0 919 174 4009 788 (2888) (8007) (939) (198) (269) (9658) (9716) (1459) (10 067) Total group 363 2120 960 2524 0 1135 980 307 240 112 0 6198 2808 3755 55 1597 520 5352 1360 (2581) (8911) (823) (266) (490) (10 364) (11 447) (4037) (13 261) 13 005 (24 289) 11 158 (17 772) 11 550 (19 030) 5642 6027 5085 *Mean and median cost are both presented and differ due to the skewed distribution of cost. †Subtotal of medical direct cost includes costs due to contacts with health care workers, days spent in care facilities, medication, monitoring for side-effects and alternative medicine; subtotal of non-medical direct cost includes costs of adaptations in the home, devices and other costs (specified in Table III ). Direct non-medical costs Adaptations in the home and devices. In the past year, 186 patients (51%) needed at least one adaptation in the home or device. The mean cost for these 186 patients was Dfl. 7328 (median Dfl. 2136; range 32–100 420). For the total group, the mean cost was Dfl. 3755 (i.e. £1200) (median: Dfl. 55). The most expensive adaptation was full adaptation of the kitchen (Dfl. 45 000). Toilet adaptation (Dfl. 150) was required by the largest percentage of patients, namely 13% (n = 49). Of the 63 patients with <1 yr RA, 43 (68%) had acquired at least one adaptation or device in the past year (three on average). In the other five groups, based on increasing disease duration, the percentage of patients requiring at least one adaptation or device was 63, 40, 34, 52 and 43. The prices of all reported adaptations and devices were added up. The average cost per patient group in the past year is presented in Table II. The mean cost of devices and adaptations in the first year was Dfl. 2814 (median Dfl. 150), in the second year it was Dfl. 6359 (median Dfl. 126); in subsequent years, the costs were lower. Other costs. Several other categories of cost due to RA, specified in Table III, added up to a total of Dfl. 1597 (i.e. £510) per patient per year (see also Table II ). The category with the highest cost was ‘maintenance in and around the house’ which the patient could not carry out due to RA. These expenses averaged Dfl. 101 per patient in 3 months. Total direct costs. The subtotals of the direct medical VAN JAARSVELD ET AL.: ANNUAL DIRECT COST OF RA IN DUTCH PATIENTS 841 TABLE III Specification of other costs due to RA in the past 3 months, irrespective of disease duration Patients with costs in the past 3 months Category Maintenance in and around the house Medicines, not paid by medical insurance Transport, parking permit Clothing Energy cost Payments to friends for help Telephone Remaining cost Total in 3 months Total in 12 months Cost per patient who reported cost (Dfl.) Cost per patient for whole group (Dfl.) n (%) Mean (..) Median Mean (..) Median 63 56 104 38 79 47 29 37 220 220 (17) (16) (29) (11) (22) (13) (8) (10) (61)* (61) 575 602 153 333 157 188 88 610 659 2656 (688) (1263) (155) (287) (136) (179) (56) (489) (1230) (4919) 500 266 143 300 157 150 88 534 361 1444 101 94 45 36 35 25 7 65 399 1597 (360) (539) (108) (138) (91) (90) (29) (245) (1009) (4037) 0 0 0 0 0 0 0 0 130 520 *Total number of patients (n = 220) is not the sum of the number of patients in each category since one patient could report costs in several categories. and non-medical costs are also presented in Table II. Total mean (and median) direct cost was Dfl. 14 455 (7370) in the first year of the disease. Costs decreased slightly in the following years, but after 4 yr the direct medical cost increased again to Dfl. 11 158 (6027) per patient in the sixth year. Figure 1 shows box plots of the total direct cost for the six groups according to increasing disease duration. Clearly, the total direct cost did not differ significantly among these groups. Patients with high costs Comparison of mean with median direct costs revealed a large discrepancy, especially for days in care facilities and adaptations/devices, meaning that there was a skewed distribution of these costs. Obviously, some patients represented high costs, while the majority cost less. We compared hospitalized patients (13%) with the other 87% who were not in a care facility. The 49 hospitalized patients had significantly higher medical and non-medical costs (see Table IV ). The cost of the care facility was excluded from the medical costs in this calculation. Detailed analyses of patients with extremely high costs (up to Dfl. 145 000) showed that in most cases the cost of each category was high. Figure 2 presents the total direct cost for all patients regardless of their disease duration. In view of the distribution of the total direct cost per patient, we chose the 75th percentile (Dfl. 10 000 or £3200) as the cut-off point for low vs high cost. Several sociodemographic and clinical characteristics of the 96 patients with high costs and the 267 patients with lower costs were compared. The results are presented in Table V. The mean disease activity during the year for which costs were estimated was higher for patients with high costs compared to patients with relatively lower costs. Differences were statistically significant F. 1. —Direct cost vs increasing disease duration. Box plots represent: median (thick line), 25–75% (box), 10–90% (thin lines), extremes (o/*). 842 BRITISH JOURNAL OF RHEUMATOLOGY VOL. 37 NO. 8 TABLE IV Direct medical and non-medical costs in Dfl. for hospitalized and non-hospitalized patients in the past year; figures are means (..) Cost Medical cost (nursing days excluded ) Non-medical cost Total direct cost Hospitalized (n = 49) Non-hospitalized (n = 314) P* 6611 (3637) 11 807 (18 290) 18 418 (20 051) 3215 (2761) 4345 (12 022) 7561 (12 990) <0.001 <0.001 <0.001 *Mann–Whitney U-test. F. 2.—Total direct cost per patient for all patients (regardless of disease duration): ‘low’ cost, ∏ Dfl. 10 000, n = 267; ‘high’ cost, >Dfl. 10 000 (i.e. £3200), n = 96. TABLE V Mean disease activity in the past year and socio-demographic characteristics for patients with total annual direct cose ∏ Dfl. 10 000 and patients with cost >Dfl. 10000 Cost ∏ Dfl. 10 000 (n = 267) Variable (actual range) Disability (0–3)† Joint score (0–428)† Pain (0–95 mm)† ESR (0–112 mm/1st h)† Sharp score (0–169)† Disease duration (0–6 yr) % RF positive Depressive mood (0–19)† Anxiety (10–40)† Age (19–88 yr) % Female % Low educational level‡ % Married/living together Cost >Dfl. 10 000 (n = 96) Mean (..) Median Mean (..) Median P* 0.9 56 21 22 17 2.8 71 3 18 59 68 51 75 (0.7) (75) (21) (16) (23) (1.6) 0.9 33 14 18 9 2.6 (0.7) (76) (25) (23) (38) (1.8) 1.5 66 27 27 10 2.3 (4) (6) (14) 2 17 61 1.6 81 32 30 28 2.7 73 5 21 57 72 53 71 (4) (6) (16) 4 19 59 < 0.0001 0.0004 0.0001 0.006 0.28 0.34 0.78 0.0005 0.002 0.23 0.50 0.74 0.41 *Mann–Whitney U-test for continuous data and x2 test for categorical data, where appropriate. †High values indicate a more active disease/more problems. ‡Educational level in two categories: low level means less than secondary school; high level means at least secondary education. for functional disability [measured with a validated Dutch version of the Health Assessment Questionnaire (HAQ)] [16 ], joint score according to Thompson [17], pain (measured on a 100 mm visual analogue scale) and erythrocyte sedimentation rate (ESR). Mean disease duration, age, sex, educational level and marital status did not differ between patients with high and low costs. Rheumatoid factor status (a positive test result ever vs never a positive test result) also did not differ between patients with high or lower costs. Radiological damage, measured in the year over which costs were reported, also did not differ between patients with high or lower costs. The multiple logistic regression model for low vs VAN JAARSVELD ET AL.: ANNUAL DIRECT COST OF RA IN DUTCH PATIENTS high costs, using socio-demographic and clinical data, is shown in Table VI. The model included two predictor variables. Functional disability correlated best with costs and was the first predictor in the model. Other parameters of disease activity were not significant predictors in addition to functional disability. Although age does not correlate with cost in Table V, it was entered as the second parameter in the logistic model since, after correcting for functional disability, lower age correlated with higher costs. The parameter estimates were 1.5939 and −0.0260, respectively. Therefore, one unit increase in the functional disability score (which could range from 0 to 3) increased the log odds for high direct costs by 1.5939; in contrast, an increase in age by one unit (1 yr) decreased the log odds for high direct costs by 0.0260. Clearly, the probability of high costs increased when functional disability was high. Interestingly, the probability of high costs increased when age was low, after correction for functional disability. DISCUSSION In this cross-sectional study of 363 Dutch patients with RA of ∏6 yr duration, we examined the annual direct costs due to RA. The three central questions of this study, mentioned in the Introduction, will be discussed. What is the estimated annual direct cost per RA patient? The mean annual direct cost was Dfl. 11 550 per patient (i.e. £3680). Medical costs accounted for Dfl. 6198 (55%) and non-medical costs for Dfl. 5352 (45%). Out of the seven cost categories distinguished, devices caused the highest cost (33%): an average of Dfl. 3755 per RA patient per year during the first 6 yr of the disease. Some of these costs were paid by the patient and some by health insurance companies or special foundations (in The Netherlands, for example, the Dutch Arthritis Foundation or ‘Nationaal Reumafonds’). The costs of some devices are frequently refunded by this foundation, including expensive adaptations in the home. Most household appliances are not refunded. Although many costs are not paid directly by the patients, the disease still has an impact on their financial situation. A Dutch study showed that diabetic and rheumatic patients have the highest disease-related expenses [18]. In the present study, we investigated the total direct cost from a societal per- 843 spective, meaning that all direct costs due to RA were included, irrespective of who actually paid the bills. The calculated mean direct cost is a rough estimation and should be interpreted as mean cost at the group level, instead of mean cost at the individual level, since the standard deviations of the estimations were large. We believe that this estimation is representative for the total population of RA patients with a maximum disease duration of 6 yr, since our patients were drawn from a population-based study. All recent-onset RA patients, attending one of the six rheumatology centres in the Utrecht region, were asked to participate in the study on therapeutic strategies. Comparison of sociodemographic and baseline clinical data on patients who refused to participate with those on participants revealed no differences. This cost-of-illness study encompassed data on 86% (363 of 424) of these patients from the study on therapeutic strategies. For a study based on information from a self-reporting questionnaire, this was a high percentage. Selection bias cannot be completely ruled out, however, especially since a questionnaire on financial aspects could be interpreted as a violation of privacy by a selected group of patients. Comparison of our data with results of other costof-illness studies on RA or other diseases could be misleading because often the categories of cost and methods used differ markedly. However, a few links to other studies can be made, bearing in mind that the results are not exactly comparable. In a review of American cost-of-illness studies, the direct cost of RA was found to average $6000 (i.e. Dfl. 11 800 or £3800) [3]. In that article, several studies of RA patients with early as well as prolonged RA were combined, since no major differences in direct costs were found for groups with different disease duration. In England, the total direct cost for all 232 825 RA patients was estimated to be £604.6 million in 1992 by McIntosh [4], corresponding to £2597 (or Dfl. 8116) per RA patient. Our estimate of direct costs for patients with early RA (0–6 yr) was Dfl. 11 500, indicating that direct costs are already high in the first few years of the disease. The total direct cost of illness in The Netherlands was estimated to be 39.8 billion in 1988 for all diseases [19]. Ranking according to major disease categories revealed that mental disorders account for the highest proportion of costs (20%), followed by disorders of the circulatory system (9%) and diseases of the digestive system (8%); fourth were TABLE VI Multiple logistic regression model for low (∏Dfl. 10 000) vs high (>Dfl. 10 000) total annual direct costs* Parameter Estimate ( b) .. (b) P eb (= OR) 95% CI of OR Disability Age Constant 1.5939 −0.0260 −1.4868 0.2092 0.0097 0.5671 0.0000 0.0076 0.0087 4.9228 0.9744 3.27–7.42 0.96–0.99 *Estimate ( b) = regression coefficient; .. ( b) = standard error of regression coefficient; P for the test that b = 0; eb = factor by which the odds change when the parameter increases by one unit (odds = the ratio of the probability that a person has high costs to the probability that a person has low costs); 95% CI of OR = 95% confidence interval of odds ratio (= eb ± 1.96 × S.E.(b)). 844 BRITISH JOURNAL OF RHEUMATOLOGY VOL. 37 NO. 8 rheumatic disorders (7%), including RA. The lifetime medical cost after a cerebral vascular incident is estimated to be Dfl. 78 000 in The Netherlands [20]. The costs are highest in the first year, Dfl. 28 000, and lower in subsequent years. In our study, the mean medical cost was Dfl. 9882 per RA patient in the first year of the disease. Is there a trend in direct annual cost with increasing disease duration? Since RA is a chronic disease, leading to progressive disability over the years, we calculated the direct cost for six groups of patients with increasing disease duration. A longitudinal study, in which a group of patients is followed for several years, provides the best trend analyses; however such a study takes years. The present study was cross-sectional, i.e. data on patients with different disease duration were compared. In this manner, one might introduce a ‘cohort bias’, meaning that the cost for the patients with RA of 5–6 yr duration will differ from the cost 5 yr later for patients with <1 yr RA. Such a cohort difference is due to changes over time in, for example, treatments. Although this is a known bias, we believe that it will not be a problem in our study since all patients were treated according to the protocol. Taking this into account, we tried to find a possible trend in the costs over time. Such a trend was not obvious ( Fig. 1). According to estimations of the mean, the direct costs appeared to be high in the first 2 yr of the disease. In the subsequent 2–3 yr, the direct costs due to RA were lower, but after 4 yr they increased once again. There was not a statistically significant trend however. Which socio-demographic or clinical characteristics separate patients with relatively high costs from patients with lower costs? Direct cost due to RA exhibited a skewed distribution ( Fig. 2). Table IV showed that hospitalized patients also encountered higher ‘other’ medical and non-medical costs than non-hospitalized patients. For the majority of patients, namely 75%, the total direct cost was below Dfl. 10 000 (i.e. £3200); for the other 25%, it was much higher (up to Dfl. 145 000). Patients with a high cost did not differ in socio-demographic characteristics, disease duration or rheumatoid factor test from patients with a cost below Dfl. 10 000. On the other hand, mean disease activity during the year was higher for patients with high costs compared to patients with lower costs ( Table V ). The multiple logistic regression model was determined by mean functional disability during the last year and age ( Table VI ). High functional disability and low age increased the probability of high costs. Relatively young patients had high expenses specifically for devices and adaptations in the home. Young patients might place higher demands on their living standard. These higher demands are not due to more functional disability, since the multiple regression model corrected for functional disability as the first factor in the model. Functional disability was the best predictor in the model. Other studies also concluded that functional disability is a major determinant of costs [3, 21]. Several studies have shown that functional disability measured by the HAQ or the Dutch version ( VDF ) is influenced by disease activity [16, 22, 23]. Controlling disease activity, therefore, seems to be an important factor in controlling the direct cost due to RA. A cost-of-illness study in which all costs due to the disease are included is almost impossible. These studies therefore have their limitations. Comparison of several cost-of-illness studies is difficult, since the methods used differ in most cases. Moreover, differences in health care systems must be taken into account. Several assumptions were made in this cost-of-illness study, three of which are discussed below. First, one item of the questionnaire was the number of contacts with health care workers during the past 3 months. We did not ask about the past 12 months, because one cannot expect a person to remember exactly the number of contacts in the course of 12 months. This would introduce a ‘memory bias’, meaning that patients with a poor memory cannot give reliable information. The number of contacts with health care workers in the past 3 months is multiplied by four to obtain the number of contacts in 1 yr. Thus, we assumed that the number of contacts during 3 months reflects the annual number of contacts. However, the number of contacts with a health care worker might fluctuate in a year, since RA is characterized by periods of remission and flare-up. Therefore, in some cases, the number of contacts during the past 3 months might lead to overestimation of the annual number and in other cases to underestimation. This might introduce a bias. However, since the number of patients in our study is quite large, it can be assumed that the cases of overestimation will neutralize the cases of underestimation. Secondly, costs of care facilities and health care workers were estimated using national data. Tariffs for care facilities and health care workers exist, but were not used, since tariffs often deviate from actual costs and are not specific for RA patients. Our estimations are also not specific for RA, yet they resemble the actual costs better than tariffs. Thirdly, medical management of RA involves frequent monitoring of disease activity, including radiographs and blood studies. In the present study, only the cost of standard monitoring for side-effects of antirheumatic drugs was included. The cost of monitoring disease activity was not included as a separate category since it was already included in the cost of a day spent in a hospital. The total cost of hospitals used to estimate the cost of a nursing day includes all costs of radiographs and blood studies. As a result, the cost of monitoring disease activity is only included for the few patients who were hospitalized, whereas all patients have these costs. However, it would be counted twice if it were to be included as a separate category. We only included the cost of monitoring for side-effects in order to gain information on the magnitude of these costs. The estimated cost of monitoring is an underestimation of the real cost, since only standard moni- VAN JAARSVELD ET AL.: ANNUAL DIRECT COST OF RA IN DUTCH PATIENTS toring was considered; more frequent monitoring can be expected when side-effects occur. CONCLUSION The mean annual direct cost of RA during the first 6 yr of disease is estimated to be Dfl. 11 550 per patient. A few patients generate very high costs, while 75% have lower costs (∏Dfl. 10 000). Almost one-third of the total represents the costs of devices and adaptations in the home. Like disease course and treatment effects, direct costs also show huge variability between patients. The aggregated results of such a heterogeneous group are of limited value for decision making. However, our results indicate that direct costs are already high in the very first years of the disease, and these costs correlate best with functional disability. Therefore, early control of disease activity might be an important factor in diminishing the direct costs of RA for both patients and society. A The authors thank G. A. van Albada-Kuipers, A. A. M. Blaauw, C. van Booma-Frankfort, E. J. ter Borg, H. L. M. Brus, D. M. Hofman, A. A. Kruize, Y. Schenk and M. J. van der Veen, rheumatologists of the departments of rheumatology of University Hospital Utrecht, Sint Antonius Hospital Nieuwegein, Diakonessen Hospital Utrecht, Eemland Hospital Amersfoort, Hospital Hilversum and Sint Jansdal Hospital Harderwijk, The Netherlands, for their contributions to this paper. Supported by a grant from the Dutch League against Rheumatism (Het Nationaal Reumafonds). 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. R 1. Bijlsma JWJ, Breedveld FC, Dequeker J et al. Systemische inflammatoire aandoeningen. In: Leerboek Reumatologie. Houten: Bohn Stafleu Van Loghum, 1992:109–19. 2. Ruwaard D, Kramers PGN. 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Arthritis Rheum 1985;28:1326–35. 846 BRITISH JOURNAL OF RHEUMATOLOGY VOL. 37 NO. 8 APPENDIX 1 Mean number of contacts and cost of health care workers Patients with at least 1 contact Care worker n (%) Mean contacts (by n patients) in 3 months Mean contacts for total group in 3 months (Dfl.) Cost per contact (Dfl.) Annual cost per patient (Dfl.)* Annual cost 363 patients (Dfl.)* Primary health care General practitioner Physiotherapist Occupational therapist 67 87 36 (19) (24) (10) 4 (n = 67) 13 (n = 87) 5 (n = 36) 0.7 3.1 0.5 39.50† 53 53 113 666 101 40 900 241 900 36 700 Hospital care Rheumatologist Rheumatology nurse Rehabilitation doctor 326 91 3 (90) (25) (1) 2 (n = 326) 2 (n = 91) 1 (n = 3) 1.8 0.5 0.01 81 75 81 580 162 4 210 000 58 800 1300 Other Home help Company doctor Personnel officer District nurse Social worker Priest Psychologist Other 49 16 12 8 7 3 1 42 (14) (4) (3) (2) (2) (1) (0.3) (12) 15 (n = 49) 2 (n = 16) 1.5 (n = 12) 30 (n = 8) 2 (n = 7) 2 (n = 3) 3 (n = 1) 3 (n = 42) 2.0 0.9 0.1 0.7 0.4 0.03 0.01 0.3 30 81 81 30 30 81 81 81 244 30 18 80 4 9 3 108 88 700 11 000 6500 29 000 1600 3200 1000 39 200 Total 341 (94) 2122 769 800 11 *Obtained by multiplying the mean number of contacts presented in this table with the cost per contact; the total annual cost may be slightly different from the cost presented in the table, since the calculations were completed to the second decimal place. †Method of estimation of cost of one contact with health care workers: Total cost (million) Medical specialist General practitioner Number of contacts (million) Dfl. 2216.7 Dfl. 2260.9 27.5 57.2 Total cost (million) Physiotherapist Social worker Cost per contact Dfl. 81 Dfl. 39.50 Number of workers Cost per h‡ 11 384 53 808 Dfl. 53 Dfl. 30 Dfl. 1264 Dfl. 3312 ‡Total working hours per health care worker = 52 weeks × 40 h a week = 2080 h a year. Data from 1995 [8, 10]. APPENDIX 2 Cost of medication (summary of most frequently used medication according to the study population) Medication Standard dose Slow-acting anti-rheumatic drugs Methotrexate (LedertrexateA) (oral ) Sulphasalazine (SalazopyrineA) Hydroxychloroquine (PlaquenilA) Cyclophosphamide ( EndoxanA) Methotrexate (LedertrexateA) (parenteral ) Aurothioglucose (AuromyoseA) -Penicillamine ( KelatinA) Azathioprine (ImuranA) Auranofin (RidauraA) 7.5 mg weekly 2000 mg daily 400 mg daily 150 mg daily 7.5 mg weekly 50 mg weekly 500 mg daily 150 mg daily 6 mg daily Non-steroidal anti-inflammatory drugs† Corticosteroids Prednisolone (oral ) Triamcinolone (oral ) Intra-articular corticosteroids (triamcinolone) Pulse i.v. or i.m. corticosteroids Standard daily dose 10 mg daily 8 mg daily 1 injection 3 × 200 mg Standard cost per month (Dfl.)* 10.50 31.30 36.00 38.30 40.00 75.10 80.80 105.80 125.70 41.00 4.90 16.50 35.00 per injection 495.00 per pulse therapy VAN JAARSVELD ET AL.: ANNUAL DIRECT COST OF RA IN DUTCH PATIENTS 847 APPENDIX 2 (continued ) Medication Standard dose Standard cost per month (Dfl.)* Simple analgesics Acetylsalicylic acid (AcetosalA) Acetylsalicylic acid (AcetosalA) Paracetamol/codeine 500/10 mg Paracetamol/codeine 500/20 mg Codeine Dextropropoxyphene (Depronal RetardA) Paracetamol Tramadol ( TramalA) 200 mg daily 1500 mg daily 4 caps daily 4 caps daily 120 mg daily 300 mg daily 2000 mg daily 300 mg daily 7.20 11.40 12.77 16.80 29.30 43.80 80.40 142.80 Antacids Ranitidine (ZantacA) Cimetidine (TagametA) Omeprazole (LosecA) Metoclopramide (PrimperanA) Cytotec (MisoprostolA) 300 mg daily 800 mg daily 20 mg daily 30 mg daily 400 mg daily 102.00 104.00 139.70 36.80 64.20 Vitamins/minerals Thiamine (vitamin B ) 1 Ferrofumarate (FerumatA) Pyridoxine (vitamin B ) 6 Folic acid (vitamin B ) 11 Ferrosulphate (Fero gradumetA) Calcitriole (vitamin D) Calcium supplementation (Calcium-SandozA Forte) Ascorbic acid (vitamin C ) 50 mg daily 200 mg daily 160 mg daily 0.5 mg daily 200 mg daily 10 tablets 500 mg daily 500 mg daily 1.80 3.00 3.40 4.70 10.40 18.30 20.21 65.70 *When a double dose is used, the cost per month is doubled. †Monthly cost of all NSAIDs (standard daily doses) used by patients in this study ranged from Dfl. 38.00 to Dfl. 49.50. A mean cost of Dfl. 41.00 for standard daily doses was used for the calculation. APPENDIX 3 Cost of standard monitoring for side-effects of SAARD and NSAID Medication -Penicillamine -Penicillamine + NSAID Auranofin Auranofin + NSAID Hydroxychloroquine Hydroxychloroquine + NSAID Sulphasalazine Sulphasalazine + NSAID Azathioprine Azathioprine + NSAID Methotrexate Methotrexate + NSAID Aurothioglucose Aurothioglucose + NSAID NSAID Monitoring* Cost first year (Dfl.) Cost following year (Dfl.) 1† + 2† 1† + 2† + 3 + 4 1† + 2† 1† + 2† + 3 + 4 6 (start/every year) 6 (start/every year) + 3 + 4 5 (every 6 months) + 1† 5 (every 6 months) + 1† + 3 + 4 1† + 3† 1† + 3† + 4 1† + 3† + 5 (every 6 months) + 7 (start) 1† + 3† + 4 + 5 (every 6 months) + 7 (start) 1 + 2 (before every injection) 1 + 2 (before every injection) + 3 + 4 3+4 110.00 253.00 110.00 253.00 81.00 224.00 120.00 263.00 233.00 269.00 382.00 416.00 951.00 1092.00 35.70 73.00 216.00 73.00 216.00 81.00 224.00 97.00 240.00 156.00 192.00 206.00 240.00 951.00 1092.00 35.70 *Standardized monitoring schedule at University Hospital Utrecht for patients taking the medication [11]. Frequency of monitoring is every 3 months, unless stated otherwise. †First 3 months: every month, after that every 3 months. 1 = Blood cell count: haemoglobin, white blood cell count (including differential cell ), platelet count (Dfl. 11.50). 2 = Urine for protein (quantitative) (Dfl. 6.80). 3 = Serum transaminases: ASAT (aspartate aminotransferase), ALAT (alanine aminotransferase) (Dfl. 27.20). 4 = Serum creatinine (Dfl. 8.50). 5 = Serum folic acid (Dfl. 25.00). 6 = Ophthalmologic examination (= consultation with a medical specialist: Dfl. 81.00). 7 = X-ray chest (Dfl. 48.30) and lung function test (CO diffusion) (Dfl. 50.00).
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