Skip to main content
Erschienen in: The European Journal of Health Economics 7/2015

01.09.2015 | Original Paper

Costs of care for people with dementia just before and after nursing home placement: primary data from eight European countries

verfasst von: Ansgar Wübker, Sandra M. G. Zwakhalen, David Challis, Riitta Suhonen, Staffan Karlsson, Adelaida Zabalegui, Maria Soto, Kai Saks, Dirk Sauerland

Erschienen in: The European Journal of Health Economics | Ausgabe 7/2015

Einloggen, um Zugang zu erhalten

Abstract

Background

Dementia is the most common cause of functional decline among elderly people and is associated with high costs of national healthcare in European countries. With increasing functional and cognitive decline, it is likely that many people suffering from dementia will receive institutional care in their lifetime. To delay entry to institutional care, many European countries invest in home and community based care services.

Objectives

This study aimed to compare costs for people with dementia (PwD) at risk for institutionalization receiving professional home care (HC) with cost for PwD recently admitted to institutional long-term nursing care (ILTC) in eight European countries. Special emphasis was placed on differences in cost patterns across settings and countries, on the main predictors of costs and on a comprehensive assessment of costs from a societal perspective.

Methods

Interviews using structured questionnaires were conducted with 2,014 people with dementia and their primary informal caregivers living at home or in an ILTC facility. Costs of care were assessed with the resource utilization in dementia instrument. Dementia severity was measured with the standardized mini mental state examination. ADL dependence was assessed using the Katz index, neuropsychiatric symptoms using the neuropsychiatric inventory (NPI) and comorbidities using the Charlson. Descriptive analysis and multivariate regression models were used to estimate mean costs in both settings. A log link generalized linear model assuming gamma distributed costs was applied to identify the most important cost drivers of dementia care.

Results

In all countries costs for PwD in the HC setting were significantly lower in comparison to ILTC costs. On average ILTC costs amounted to 4,491 Euro per month and were 1.8 fold higher than HC costs (2,491 Euro). The relation of costs between settings ranged from 2.4 (Sweden) to 1.4 (UK). Costs in the ILTC setting were dominated by nursing home costs (on average 94 %). In the HC setting, informal care giving was the most important cost contributor (on average 52 %). In all countries costs in the HC setting increased strongly with disease severity. The most important predictor of cost was ADL independence in all countries, except Spain and France where NPI severity was the most important cost driver. A standard deviation increase in ADL independence translated on average into a cost decrease of about 22 %.

Conclusion

Transition into ILTC seems to increase total costs of dementia care from a societal perspective. The prevention of long-term care placement might be cost reducing for European health systems. However, this conclusion depends on the country, on the valuation method for informal caregiving and on the degree of impairment.
Anhänge
Nur mit Berechtigung zugänglich
Fußnoten
1
Smith et al. [6] found that around 90 % of people with dementia become institutionalized before death.
 
2
BADL includes tasks that are necessary for fundamental functioning such as eating, feeding, dressing, bathing, toilet, grooming. IALD consists of activities that allow individuals to live independently in a community, such as housework (including cooking), medication, shopping, managing money, transportation.
 
3
Molloy et al. [23] showed that the SMMSE had a better reliability compared to the traditional MMSE.
 
4
Meijer et al. [29] found for the Netherlands a caregiver’s mean willingness to pay (WTP) of 9.13 € for reducing informal care by 1 h.
 
5
These studies provide a rationale for the upper bound of 20 €. Leicht et al. [11] valued hours of informal care using the hourly wage rate for professional home care in Germany. In 2009 it was 18.69 € and reflected “the average gross wage plus non-wage labor costs for employees in the domain of care and assistance for elderly or handicapped”. Schwarzkopf et al. [13] valued (again for Germany) hours of informal care for ADL at 28.30 € using hourly wage rates of professional nursing staff and for IADL at 16.64 € using hourly wage rates for professional housekeepers.
 
6
In order to allow an interpretation of the mean costs in the analysis of pooled data as “average means across countries” probability weights which denote the inverse of the probability that the observation is included because of the sampling design were applied.
 
7
Generally, costs in countries with less (more) severe cases of dementia in the sample were overestimated (underestimated) without adjustment for differences in disease severity.
 
8
The impact of the alternative unit costs was similar across countries, because in each country accommodation costs dominated ILTC costs, leading to a parallel shift of costs.
 
9
For the pooled data the pairwise correlation between total costs (unadjusted for international price differences) and disease severity measures were pwcorr = −0.203 for SMMSE, −0.341 for ADL independence and 0.1605 for NPI severity, respectively. The pairwise correlations between SMMSE and the other disease severity measures were pwcorr = 0.425 for ADL independence and −0.142 for NPI severity (p < 0.001 for all pairwise correlations; data not shown).
 
10
The association between ADL independence and costs was even higher when no other disease severity variables were included. In that case a standard deviation increase in ADL independence was associated with a decrease in costs by 26 %.
 
11
Gustavsson et al. [22] assessed informal caregiving costs in the ILTC setting for the UK, Spain and Sweden using an opportunity cost approach. They found a share of informal caregiving ranging from 3 % in Sweden, 5 % in the UK and 6 % in Spain for PwD with moderate or severe dementia.
 
12
To assess whether this number might give orientation also for European countries we looked at ADL dependency of elderly Europeans provided by the Survey of Health, Ageing and Retirement, a representative study of elderly Europeans. On average, people without dementia aged between 80 and 85 had limitations in 0.6 activities of daily living. Using the regression coefficient of ADL independency found in this study, this would translate into lower costs due to dementia alone of about 7 % costs only when considering ADL independence.
 
Literatur
2.
Zurück zum Zitat Hurd, M.D., Martorell, P., Delavande, A., Mullen, K.J., Langa, K.M.: Monetary costs of dementia in the United States. N. Engl. J. Med. 368, 1326–1334 (2013)PubMedCentralCrossRefPubMed Hurd, M.D., Martorell, P., Delavande, A., Mullen, K.J., Langa, K.M.: Monetary costs of dementia in the United States. N. Engl. J. Med. 368, 1326–1334 (2013)PubMedCentralCrossRefPubMed
3.
Zurück zum Zitat Jönsson, L., Eriksdotter Jönhagen, M., Kilander, L., Soininen, H., Hallikainen, M., Waldemar, G., Nygaad, H., Andreasen, N., Winblad, B., Wimo, A.: Determinants of costs of care for patients with Alzheimerʼs disease. Int. J. Ger. Psych. 21(5), 449–459 (2006)CrossRef Jönsson, L., Eriksdotter Jönhagen, M., Kilander, L., Soininen, H., Hallikainen, M., Waldemar, G., Nygaad, H., Andreasen, N., Winblad, B., Wimo, A.: Determinants of costs of care for patients with Alzheimerʼs disease. Int. J. Ger. Psych. 21(5), 449–459 (2006)CrossRef
4.
Zurück zum Zitat Quentin, W., Riedel-Heller, S.G., Luppa, M., Rudolph, A., König, H.H.: Cost-of-illness studies of dementia: a systematic review focusing on stage dependency of costs. Acta. Psychiatr. Scand. 121, 243–259 (2010)CrossRefPubMed Quentin, W., Riedel-Heller, S.G., Luppa, M., Rudolph, A., König, H.H.: Cost-of-illness studies of dementia: a systematic review focusing on stage dependency of costs. Acta. Psychiatr. Scand. 121, 243–259 (2010)CrossRefPubMed
5.
Zurück zum Zitat Yaffe, K., Fox, P., Newcomer, R., Sands, L., Lindquist, K., Dane, K., Covinsky, K.: Patient and caregiver characteristics and nursing home placement in patients with dementia. JAMA 287(16), 2090–2097 (2002)CrossRefPubMed Yaffe, K., Fox, P., Newcomer, R., Sands, L., Lindquist, K., Dane, K., Covinsky, K.: Patient and caregiver characteristics and nursing home placement in patients with dementia. JAMA 287(16), 2090–2097 (2002)CrossRefPubMed
6.
Zurück zum Zitat Smith, G.E., Kokmen, E., O´Brian, P.C.: Risk factors for nursing home placement in a population-based dementia cohort. J. Am. Geriatr. Soc. 48, 519–525 (2000)CrossRefPubMed Smith, G.E., Kokmen, E., O´Brian, P.C.: Risk factors for nursing home placement in a population-based dementia cohort. J. Am. Geriatr. Soc. 48, 519–525 (2000)CrossRefPubMed
7.
Zurück zum Zitat Verbeek, H., Meyer, G., Leino-Kilpi, H., Zabalegui, A., Rahm Hallberg, I., Saks, K., Soto, M., Challis, D., Sauerland, D., Hamers, J.: European study investigating patterns of transition from home care towards institutional dementia care: the protocol of a Right Time Place Care study. BMC Public Health 12, 68 (2012)PubMedCentralCrossRefPubMed Verbeek, H., Meyer, G., Leino-Kilpi, H., Zabalegui, A., Rahm Hallberg, I., Saks, K., Soto, M., Challis, D., Sauerland, D., Hamers, J.: European study investigating patterns of transition from home care towards institutional dementia care: the protocol of a Right Time Place Care study. BMC Public Health 12, 68 (2012)PubMedCentralCrossRefPubMed
8.
Zurück zum Zitat Tucker, S., Hughes, J., Burns, A., Challis, D.: The balance of care: reconfiguring services for older people with mental health problems. Aging Ment. Health. 12, 81–91 (2008)CrossRefPubMed Tucker, S., Hughes, J., Burns, A., Challis, D.: The balance of care: reconfiguring services for older people with mental health problems. Aging Ment. Health. 12, 81–91 (2008)CrossRefPubMed
9.
Zurück zum Zitat Feldman, H.H., Pirttila, T., Dartigues, J.F., Everitt, B., Van Baelen, B., Schwalen, S., Kavanagh, S.: Treatment with galantamine and time to nursing home placement in Alzheimer’s disease patients with and without cerebrovascular disease. Int. J. Geriatr. Psychiatry 24, 479–488 (2009)CrossRefPubMed Feldman, H.H., Pirttila, T., Dartigues, J.F., Everitt, B., Van Baelen, B., Schwalen, S., Kavanagh, S.: Treatment with galantamine and time to nursing home placement in Alzheimer’s disease patients with and without cerebrovascular disease. Int. J. Geriatr. Psychiatry 24, 479–488 (2009)CrossRefPubMed
10.
Zurück zum Zitat Ribbe, M.W., Ljunggren, G., Steel, K., Topinkova, E., Hawes, C., Ikegami, N., Henrard, J.C., Jonnson, P.V.: Nursing homes in 10 nations: a comparison between countries and settings. Age Ageing 26(Suppl. 2), 3–12 (1997)CrossRefPubMed Ribbe, M.W., Ljunggren, G., Steel, K., Topinkova, E., Hawes, C., Ikegami, N., Henrard, J.C., Jonnson, P.V.: Nursing homes in 10 nations: a comparison between countries and settings. Age Ageing 26(Suppl. 2), 3–12 (1997)CrossRefPubMed
12.
Zurück zum Zitat Leicht, H., Heinrich, S., Heider, D., Bachmann, C., Bickel, H., et al.: Net costs of dementia by disease stage. Acta. Psychiatr. Scand. 124, 384–395 (2011)CrossRefPubMed Leicht, H., Heinrich, S., Heider, D., Bachmann, C., Bickel, H., et al.: Net costs of dementia by disease stage. Acta. Psychiatr. Scand. 124, 384–395 (2011)CrossRefPubMed
13.
Zurück zum Zitat Schwarzkopf, L., Menn, P., Kunz, S., Holle, R., Lauterberg, J., et al.: Costs of care for dementia patients in community setting: an analysis for mild and moderate disease stage. Value Health 14, 827–835 (2011)CrossRefPubMed Schwarzkopf, L., Menn, P., Kunz, S., Holle, R., Lauterberg, J., et al.: Costs of care for dementia patients in community setting: an analysis for mild and moderate disease stage. Value Health 14, 827–835 (2011)CrossRefPubMed
14.
Zurück zum Zitat van den Berg, B., Brouwer, W.B.F., Koopmanschap, M.A.: Economic valuation of informal care. An overview of methods and applications. Eur. J. Health Econ. 5, 36–45 (2004)CrossRefPubMed van den Berg, B., Brouwer, W.B.F., Koopmanschap, M.A.: Economic valuation of informal care. An overview of methods and applications. Eur. J. Health Econ. 5, 36–45 (2004)CrossRefPubMed
15.
Zurück zum Zitat Brouwer, W., van Exel, N.J., Koopmanschap, M., Rutten, F.: The valuation of informal care in economic appraisal. Int. J. Technol. Assess. Health Care 15, 147–160 (1999)CrossRefPubMed Brouwer, W., van Exel, N.J., Koopmanschap, M., Rutten, F.: The valuation of informal care in economic appraisal. Int. J. Technol. Assess. Health Care 15, 147–160 (1999)CrossRefPubMed
16.
Zurück zum Zitat Wimo, A., Wetterholm, A.L., Mastey, V., Winblad, B.: Evaluation of the healthcare resource and caregiver time in anti-dementia drug trials: a quantitative battery. In: Wimo, A., Jönsson, B., Karlsson, G., Winblad, B. (eds.) Health economics of dementia. Wiley, Chichester (1998) Wimo, A., Wetterholm, A.L., Mastey, V., Winblad, B.: Evaluation of the healthcare resource and caregiver time in anti-dementia drug trials: a quantitative battery. In: Wimo, A., Jönsson, B., Karlsson, G., Winblad, B. (eds.) Health economics of dementia. Wiley, Chichester (1998)
17.
Zurück zum Zitat Wimo, A., Nordberg, G.: Validity of assessments of time. Comparisons of direct observations and estimates of time by the use of the (Resource Utilisation in Dementia) RUD-instrument. Arch. Gerontol. Geriatr. 44(1), 71–81 (2007)CrossRefPubMed Wimo, A., Nordberg, G.: Validity of assessments of time. Comparisons of direct observations and estimates of time by the use of the (Resource Utilisation in Dementia) RUD-instrument. Arch. Gerontol. Geriatr. 44(1), 71–81 (2007)CrossRefPubMed
18.
Zurück zum Zitat Wimo, A., Jonsson, L., Zbrozek, A.: The resource utilization in dementia (RUD) instrument is valid for assessing informal care time in community-living patients with dementia. J. Nutr. Health Aging 14(8), 685–690 (2010)CrossRefPubMed Wimo, A., Jonsson, L., Zbrozek, A.: The resource utilization in dementia (RUD) instrument is valid for assessing informal care time in community-living patients with dementia. J. Nutr. Health Aging 14(8), 685–690 (2010)CrossRefPubMed
19.
Zurück zum Zitat Rapp, T., Andrieu, S., Molinier, L., Grand, A., Cantet, C., et al.: Exploring the relationship between Alzheimer’s disease severity and longitudinal costs. Value Health 15, 412–419 (2012)CrossRefPubMed Rapp, T., Andrieu, S., Molinier, L., Grand, A., Cantet, C., et al.: Exploring the relationship between Alzheimer’s disease severity and longitudinal costs. Value Health 15, 412–419 (2012)CrossRefPubMed
20.
Zurück zum Zitat Mesterton, J., Wimo, A., Langworth, S., Winblad, B., Jönsson, L.: Cross-sectional observational study on the societal costs of Alzheimer’s disease. Curr. Alzheimer Res. 7(4), 358–367 (2010)CrossRefPubMed Mesterton, J., Wimo, A., Langworth, S., Winblad, B., Jönsson, L.: Cross-sectional observational study on the societal costs of Alzheimer’s disease. Curr. Alzheimer Res. 7(4), 358–367 (2010)CrossRefPubMed
21.
Zurück zum Zitat Gustavsson, A., Johansson, L., Rapp, T., Reynish, E., Ousset, P.J., Andrieu, S., Cantet, C., Winblad, B., Vellas, B., Wimo, A.: Differences in resource use and costs of dementia care between European countries: baseline data from the ICTUS study. J. Nutr. Health Aging 14(8), 648–654 (2010)CrossRefPubMed Gustavsson, A., Johansson, L., Rapp, T., Reynish, E., Ousset, P.J., Andrieu, S., Cantet, C., Winblad, B., Vellas, B., Wimo, A.: Differences in resource use and costs of dementia care between European countries: baseline data from the ICTUS study. J. Nutr. Health Aging 14(8), 648–654 (2010)CrossRefPubMed
22.
Zurück zum Zitat Gustavsson, A., Brinck, P., Bergvall, N., Kolasa, K., Wimo, A., Winblad, B., Jonsson, L.: Predictors of costs of care in Alzheimer’s disease: a multinational sample of 1222 patients. Alzheimers Dement. 7(3), 318–327 (2011)CrossRefPubMed Gustavsson, A., Brinck, P., Bergvall, N., Kolasa, K., Wimo, A., Winblad, B., Jonsson, L.: Predictors of costs of care in Alzheimer’s disease: a multinational sample of 1222 patients. Alzheimers Dement. 7(3), 318–327 (2011)CrossRefPubMed
23.
Zurück zum Zitat Molloy, D.W., Alemayehu, E., Roberts, R.: Reliability of a standardized mini-mental-state-examination compared with the traditional mini-mental-state examination. Am. J. Psychiatry 148(1), 102–105 (1991)CrossRefPubMed Molloy, D.W., Alemayehu, E., Roberts, R.: Reliability of a standardized mini-mental-state-examination compared with the traditional mini-mental-state examination. Am. J. Psychiatry 148(1), 102–105 (1991)CrossRefPubMed
24.
Zurück zum Zitat Katz, S.: Assessing self-maintenance: activities of daily living, mobility, and instrumental activities of daily living. J. Am. Geriatr. Soc. 31(12), 721–727 (1983)CrossRefPubMed Katz, S.: Assessing self-maintenance: activities of daily living, mobility, and instrumental activities of daily living. J. Am. Geriatr. Soc. 31(12), 721–727 (1983)CrossRefPubMed
25.
Zurück zum Zitat Charlson, M.E., Pompei, P., Ales, K.L., MacKenzie, C.R.: A new method of classifying prognostic comorbidity in longitudinal studies: development and validation. J Chronic Dis. 40(5), 373–383 (1987)CrossRefPubMed Charlson, M.E., Pompei, P., Ales, K.L., MacKenzie, C.R.: A new method of classifying prognostic comorbidity in longitudinal studies: development and validation. J Chronic Dis. 40(5), 373–383 (1987)CrossRefPubMed
26.
Zurück zum Zitat Cummings, J.L., Mega, M., Gray, K., Rosenberg-Thompson, S., Carusi, D.A., Gornbein, J.: The neuropsychiatric inventory. Neurology 44(12), 2308 (1994)CrossRefPubMed Cummings, J.L., Mega, M., Gray, K., Rosenberg-Thompson, S., Carusi, D.A., Gornbein, J.: The neuropsychiatric inventory. Neurology 44(12), 2308 (1994)CrossRefPubMed
27.
Zurück zum Zitat Zarit, S.H., Reever, K.E., Bach-Peterson, J.: Relatives of the impaired elderly: correlates of feelings of burden. Gerontologist 20(6), 649–655 (1980)CrossRefPubMed Zarit, S.H., Reever, K.E., Bach-Peterson, J.: Relatives of the impaired elderly: correlates of feelings of burden. Gerontologist 20(6), 649–655 (1980)CrossRefPubMed
29.
Zurück zum Zitat de Meijer, C., Brouwer, W., Koopmanschap, M., van den Berg, B., van Exel, J.: The value of informal care–a further investigation of the feasibility of contingent valuation in informal caregivers. Health Econ. 19(7), 755–771 (2010)CrossRefPubMed de Meijer, C., Brouwer, W., Koopmanschap, M., van den Berg, B., van Exel, J.: The value of informal care–a further investigation of the feasibility of contingent valuation in informal caregivers. Health Econ. 19(7), 755–771 (2010)CrossRefPubMed
32.
Zurück zum Zitat Luttenberger, K., Graessel, E.: Recording care time in nursing homes: development and validation of the “RUD-FOCA” (resource utilization in dementia-formal care). Int. Psychogeriatr. 22, 1291–1300 (2010)CrossRefPubMed Luttenberger, K., Graessel, E.: Recording care time in nursing homes: development and validation of the “RUD-FOCA” (resource utilization in dementia-formal care). Int. Psychogeriatr. 22, 1291–1300 (2010)CrossRefPubMed
33.
Zurück zum Zitat Fries, B.E., Schneider, D.P., Foley, W.J., Gavazzi, M., Burke, R., Cornelius, E.: Refining a case-mix measure for nursing homes. Resource utilisation groups (RUG-III). Med. Care 32, 668–685 (1994)CrossRefPubMed Fries, B.E., Schneider, D.P., Foley, W.J., Gavazzi, M., Burke, R., Cornelius, E.: Refining a case-mix measure for nursing homes. Resource utilisation groups (RUG-III). Med. Care 32, 668–685 (1994)CrossRefPubMed
34.
Zurück zum Zitat Carpenter, G.I., Perry, M., Challis, D., Hope, K.: Identification of registered nursing care of residents in English nursing homes using the minimum data set resident assessment instrument (MDS/RAI) and resource utilisation groups version III (RUG-III). Age Ageing 32, 279–285 (2003)CrossRefPubMed Carpenter, G.I., Perry, M., Challis, D., Hope, K.: Identification of registered nursing care of residents in English nursing homes using the minimum data set resident assessment instrument (MDS/RAI) and resource utilisation groups version III (RUG-III). Age Ageing 32, 279–285 (2003)CrossRefPubMed
35.
Zurück zum Zitat Gustavsson, A., Jönsson, L., Parmler, J., Andreasen, N., Wattmo, C., Wallin, Å.K., Minthon, L.: Disease progression and costs of care in Alzheimerʼs disease patients treated with donepezil: a longitudinal naturalistic cohort. Eur. J. Health Econ. 13(5), 561–568 (2012)CrossRefPubMed Gustavsson, A., Jönsson, L., Parmler, J., Andreasen, N., Wattmo, C., Wallin, Å.K., Minthon, L.: Disease progression and costs of care in Alzheimerʼs disease patients treated with donepezil: a longitudinal naturalistic cohort. Eur. J. Health Econ. 13(5), 561–568 (2012)CrossRefPubMed
36.
Zurück zum Zitat Zhu, C.W., Scarmeas, N., Torgan, R., Albert, M., Brandt, J., Blacker, D., Sano, M., Stern, Y.: Clinical characteristics and longitudinal changes of informal cost of Alzheimer’s disease in the community. J. Am. Geriatr. Soc. 54, 1596–1602 (2006)PubMedCentralCrossRefPubMed Zhu, C.W., Scarmeas, N., Torgan, R., Albert, M., Brandt, J., Blacker, D., Sano, M., Stern, Y.: Clinical characteristics and longitudinal changes of informal cost of Alzheimer’s disease in the community. J. Am. Geriatr. Soc. 54, 1596–1602 (2006)PubMedCentralCrossRefPubMed
37.
Zurück zum Zitat Murman, D.L., Von Eye, A., Sherwood, P.R., Liang, J., Colenda, C.C.: Evaluated need, costs of care, and payer perspective in degenerative dementia patients cared for in the United States. Alzheimer Dis. Assoc. Disord. 21, 39–48 (2007)CrossRefPubMed Murman, D.L., Von Eye, A., Sherwood, P.R., Liang, J., Colenda, C.C.: Evaluated need, costs of care, and payer perspective in degenerative dementia patients cared for in the United States. Alzheimer Dis. Assoc. Disord. 21, 39–48 (2007)CrossRefPubMed
38.
Zurück zum Zitat Verbeek, H., Challis, D., Karlsson, S., Leino-Kilpi, H., Meyer, G., Saks, K., Soto, M., Zabalegui, A., Hamers, J.P.: Factors influencing the institutionalization of people with dementia: a survey in 8 European countries, unpublished manuscript (submitted) (2014) Verbeek, H., Challis, D., Karlsson, S., Leino-Kilpi, H., Meyer, G., Saks, K., Soto, M., Zabalegui, A., Hamers, J.P.: Factors influencing the institutionalization of people with dementia: a survey in 8 European countries, unpublished manuscript (submitted) (2014)
Metadaten
Titel
Costs of care for people with dementia just before and after nursing home placement: primary data from eight European countries
verfasst von
Ansgar Wübker
Sandra M. G. Zwakhalen
David Challis
Riitta Suhonen
Staffan Karlsson
Adelaida Zabalegui
Maria Soto
Kai Saks
Dirk Sauerland
Publikationsdatum
01.09.2015
Verlag
Springer Berlin Heidelberg
Erschienen in
The European Journal of Health Economics / Ausgabe 7/2015
Print ISSN: 1618-7598
Elektronische ISSN: 1618-7601
DOI
https://doi.org/10.1007/s10198-014-0620-6

Weitere Artikel der Ausgabe 7/2015

The European Journal of Health Economics 7/2015 Zur Ausgabe