Introduction
Heart Failure (HF) is a complex clinical condition that exhibits the inability of the heart to maintain a healthy blood flow. HF causes both a shorter life expectancy and reduced quality of life. In developed countries, approximately 10% of people above the age of 70 are diagnosed with HF [
1]. More than 60% of patients die within five years after the first HF-related hospital admission [
2]. Due to the population ageing in western societies, the prevalence of HF is expected to increase further [
3]. The Dutch healthcare expenditure on HF in 2017 was estimated to be €817 million, which forms 8% of the total Dutch healthcare expenditure on cardiovascular diseases [
4]. In the United Kingdom (UK), the cost of HF is 1–2% of the National Health Service (NHS) budget, of which 60–70% is related to hospitalization [
5]. In Germany, the cost of HF accounts for 1.1% of direct health costs [
6].
Given the high cost, intensity, and complexity of managing HF and taking the shortage in healthcare staff into account, remote patient monitoring (RPM) interventions are becoming increasingly popular, along with pharmacological treatments. These interventions are defined as services that integrate information communication technology, manifesting either as telemonitoring (the conveyance of physiological data, such as blood pressure, weight, electrocardiographic details, and oxygen saturation, via telephone, digital cable, or wirelessly from the home to healthcare providers) or as routine structured telephone interactions between patients and healthcare providers, with or without the inclusion of physiological data transfer [
7]. Their implementation got a boost during the Covid-19 pandemic [
8,
9]. Offering RPM to patients with HF may lead to fewer hospital (re)admissions, prevention of death, and a better quality of life, through monitoring of vital signs and early detection of clinical deterioration in patients with HF [
10,
11]. Previous studies have evaluated the cost-effectiveness (CE) of various non-invasive RPM technologies for HF [
12‐
23]. They showed that implementing an RPM program is associated with reducing healthcare costs, mainly due to fewer hospital admissions. However, despite the fact that RPM programs are more widely used and have promising results, not much is known about the CE of these interventions for HF condition from a societal perspective. In other words, CE studies of RPM are usually conducted from a healthcare perspective [
24].
The healthcare perspective concentrates on costs and benefits directly associated with the healthcare sector. Adopting the societal perspective is deemed essential for making optimal societal decisions. This is particularly crucial, as decisions made from a healthcare perspective may inadequately optimize overall welfare and may not account for resource use outside the healthcare sector [
25]. An economic evaluation from a societal perspective is a comparison of the ‘state of the society’ with and without the intervention. This implies that costs within and outside the healthcare sector need to be included, even if they are not related to the disease of interest and occur during years of life gained by the intervention [
26]. The inclusion of future, unrelated medical costs has long been debated [
27]. Initially, this issue was explored using economic models of representative consumers that aim to maximize lifetime utility taking into account the impact of health on income, which is more closely linked to welfare economics and cost benefit analysis [
28,
29]. This has led to differing views on the issue, with some arguing that including costs unrelated to the condition of interest may imply a penalty for interventions that aim to prolong life. However, the prevailing notion is that because future unrelated medical consumption benefits are generally included in the quality-adjusted life year (QALY) gains the associated costs must also be taken into account in order to maintain consistency [
30]. Later, models of decision makers facing exogenously determined healthcare budgets also explored this topic [
31]. The conclusion from these discussions is that all medical costs in life years gained (not only of the disease at which the intervention is targeted) need to be included in CE analysis from both a healthcare and societal perspective [
31]. Including these costs leads to different decisions that result in more health or welfare. Only under strong assumptions (e.g., health spending does not depend on age) can one conclude from such models that so-called future unrelated medical costs can be ignored in cost-effectiveness analysis [
29,
32].
The inclusion of future costs of non-medical consumption has been the subject of more recent, renewed debate. Non-medical costs refer to the costs of consumption incurred during the additional years gained due to extended life, such as housing, food, and travel. These costs should be balanced against the productivity gains from the ability to work longer. Although changes in productivity and non-medical consumption in life years gained are relevant from a societal perspective there are concerns about inclusion as the benefits of changes therein are probably not (fully) captured in the QALY [
33]. Furthermore, it is unclear to what extent the thresholds used by decision makers take into account these benefits [
27,
30,
33]. Countries that adopt a societal perspective in economic evaluations incorporate production gains but overlook the costs of non-medical consumption. This approach is considered inconsistent, as the theoretical arguments for or against including non-medical consumption also apply to production [
28,
30]. Moreover, including production gains while excluding non-medical consumption may have distributional consequences, primarily benefiting higher socio-economic groups, which tend to be more productive [
28] but also have the highest non-medical consumption throughout their lifecycle. Hence, from a theoretical point of view, it is appropriate to consider the net result of future production minus future consumption. The Health Technology Assessment (HTA) guidelines of different countries include different recommendations with respect to these costs. US HTA guidelines as well as the new Dutch HTA guidelines that became active in January 2024, request the inclusion of future unrelated medical costs. However, the US guidelines are the only ones recommending the inclusion of the future costs of non-medical consumption. Several studies have demonstrated the impact of these costs in economic evaluations in different countries and for different disease areas, such as diabetes mellitus, chronic HF, and chronic kidney disease [
28,
34‐
48]. This impact is especially pronounced when the years of life gained are spent in relatively poor health, which worsens the incremental cost-effectiveness ratio (ICER). Considering that interventions for patients with HF often prolong life and that these additional years of life are spent in relatively poor health, the impact of including these unrelated medical and non-medical costs may be substantial, especially since productivity gains are not to be expected in this high-aged population [
27,
28].
In this study, we focus on the impact that the choice of perspective has on the CE of non-invasive RPM interventions for HF. Non-invasive RPM was defined as digital/broadband/satellite/wireless or blue-tooth transmission of physiological and other non‐invasively collected data to the healthcare provider [
49]. Given the increased deployment of RPM interventions, it is important for reimbursement authorities and payers to have robust evidence of the costs and effects of this approach from a broad societal perspective. Therefore, this study aims to assess the cost-effectiveness of RPM in managing HF from a societal perspective, compare that to the cost-effectiveness from a healthcare perspective and discuss drivers of the difference between the perspectives. We estimate the CE of RPM compared to usual care (UC) for three countries (the Netherlands, Germany, and the UK) using a health economic model, as these countries differ in the provision and financing of healthcare as well as their guidelines for conducting CE studies.
Discussion
This study investigated the cost-effectiveness of RPM in the management of HF in the Netherlands, the UK, and Germany from both a healthcare and a societal perspective. Our results suggest that there is potential for RPM to be cost-effective in the management of HF from both a healthcare and a societal perspective in all three countries. It also shows the impact of including costs of living longer, such as the unrelated medical costs, costs of informal care, and costs of non-medical consumption during the life years gained in a cost-effectiveness analysis. Including the latter cost category leads to the greatest increase in the ICER. Since the threshold value is often higher from a societal perspective, this does not necessarily change an adoption decision.
From a societal perspective, all costs, and benefits, regardless of who incurs them are considered, in our study, this implied that costs of informal care and non-medical consumption were included. Especially the latter cost category had a large impact on the ICER. The inclusion of these costs in a cost-effectiveness analysis is controversial. However, from a theoretical point of view, the costs of non-medical consumption are relevant from a societal perspective. Excluding these costs generates a bias toward favouring life-prolonging interventions over interventions that increase quality of life [
27,
28]. One could argue that when we include the costs of non-medical consumption, we should also include the benefits of non-medical consumption. These benefits might implicitly be captured by the EQ-5D, but it is unclear to which extent, as the EQ-5D was developed to measure and value the health-related quality of life and not quality of life in general and there is currently no strong (empirical) evidence on the extent to which the EQ-5D can effectively capture benefits from non-medical consumption. The incorporation of future unrelated medical costs may potentially disadvantage life-prolonging interventions for the elderly and individuals already in poor health or with elevated healthcare expenses. While recognizing the significant impact of including future unrelated medical costs, we argue that disregarding real costs is not an appropriate response to such concerns but rather a necessary input for an ethical debate. Moreover, emphasizing the inclusion of future unrelated medical costs in cost-effectiveness analyses is essential, as neglecting these costs may lead to biased comparisons between life-prolonging interventions and those focusing solely on improving quality of life, potentially resulting in sub-optimal resource allocation and diminished overall health and welfare. The impact of including informal care costs on the results was less strong, but our findings show that these costs do matter and are similar in size to the costs of treating patients with HF outside of the hospital. Here, it should be noted that the costs of informal care were based on SHARE data from the general population and not patients with HF, so these costs might be underestimated.
In addition to different theoretical underpinnings [
77,
78], thresholds from both a societal and healthcare perspectives have been proven difficult to estimate empirically [
63,
64,
79‐
81]. These empirical difficulties have resulted in a wide range of threshold estimates from both the societal and healthcare perspective. In our study, we have been pragmatic and have used available country specific threshold estimates that seemed most relevant for our case study. Hence, the estimated ICERs in our study have been compared with two conceptually different thresholds. In the Netherlands, for example, where the applicable WTP was €50,000 per QALY (based on a societal perspective), RPM was found to be cost-effective. In the UK, where the applicable WTP was £20,000-£30,000 (based on a healthcare perspective), the ICER was slightly lower than the upper limit of the threshold value. (i.e., €32,263 or £28,703 based on 2020 exchange rate), which means that RPM is cost-effective at this applicable WTP.
While medical practice for HF is quite similar in the Netherlands, the UK, and Germany [
82,
83], the total costs associated with HF are different. This difference may be due to differences in the organization of the healthcare system (e.g., the type or amount of formal care) and the healthcare funding, pricing, and reimbursement system. For example, while costs of HF-related hospitalization are higher in the Netherlands and Germany than in the UK, HF-related non-hospitalization costs - mainly consisting of outpatient visits - are higher in the UK. The costs of non-medical consumption were higher in Germany and the UK, which resulted in a higher ICER for these countries from a societal perspective. However, when we took a healthcare perspective, Germany had slightly lower ICER than the Netherlands, which was due to higher other medical costs in the Netherlands. A potential reason for these higher other medical costs might be that in the Netherlands, unlike in the UK and Germany, some long-term care costs, such as the costs of nursing homes, are included in the other medical costs. In the UK, a much higher proportion of long-term care expenditure comes from private sources, which can result in higher costs of non-medical consumption. Furthermore, the UK appears to have much higher rates of informal care than the Netherlands and Germany [
84], which in our analysis, resulted in higher informal care costs when we took a societal perspective.
Previous studies investigated the CE of different RPM interventions in the Netherlands, such as (home) telemonitoring and telephone support by nurses [
7,
12,
21,
49,
85‐
87]. The estimated ICER range from €12,479 to €40,321. Nevertheless, conducting direct comparisons of cost-effectiveness results presents a challenge due to variations in time horizon, patient demographics, disease severity, perspective, and RPM service protocols. With study durations typically under one year, the long-term cost-effectiveness of RPM remains uncertain. Therefore, the CE of these types of interventions is sensitive to the assumptions made about their long-term effects. Therefore, the CE of these types of interventions is sensitive to the assumptions made about their long-term effects. In this study, we performed various scenario analyses on the duration of RPM effectiveness. When RPM was assumed to be continuously effective, because of much higher intervention costs, the ICER was higher than the base-case. This was due to a much larger difference in the costs between RPM and UC in the former scenario.
As with any modelling study, our analysis has limitations determined by data availability and associated assumptions. The first limitation of this study is the combination of utilities for a stable HF state and utility decrements for HF hospitalization states from different sources. The TEN-HMS study did not explicitly provide estimates on utility decrements during HF hospitalizations. To address this gap, we rely on a study by A.R. Kansal et al. [
52,
53], which reports decrements for one, two, or three or more HF hospitalizations. These were the decrements that we used, and we indeed make the assumption that these can be applied to the utilities of the TEN-HMS study, which seems reasonable given that the baseline utilities in TEN-HMS and Kansal et al. for the patient population in our study were comparable (0.687 vs. 0.666). The second limitation of our study is that the country-specific sources we used to obtain cost inputs were diverse. Cost categories are not defined in exactly the same way across countries and may include different types of resource use. Countries also differ in UC management in terms of content and the number of visits to cardiologists and general practitioners, and medications. This is most apparent for the informal care costs. HF medications and their reimbursement regulations may also vary by country. However, these differences do not affect the overall conclusion since we calculate total costs. In addition, since we had no data on the impact of RPM on quality of life, it was assumed that utilities in our study were only dependent on health state but independent of the treatment group. Hence, differences in QALYs between the groups result from differences in the distribution of patients across health states. If being monitored at home improves the quality of life in general, the QALY gains of RPM might be underestimated. Finally, RPM is increasingly positioned as a labour-saving digital technology that supports self-management and substitutes routinely scheduled visits to cardiologists and specialized nurses. However, there is little evidence in the literature to substantiate this assumption. A systematic review by Auener et al. shows that RPM leads to an increase in non-emergency outpatient department visits and does not significantly impact the number of emergency visits [
88]. Therefore, this study, we assumed the same HF-related non-hospitalization costs (including outpatient visits) for both treatment arms. However, as the relative costs of an outpatient visit are low, we expect a small impact of this assumption on the ICER. In current HF care, RPM seems to be positioned as an add-on to standard care, but some more recent forms of RPM, which include diagnostic algorithms to predict the risk of hospital admission, seem to be more focused on substitution of routine follow-up visits [
89]. Therefore, future economic evaluation models should probably explicitly consider RPM’s substitution aim.
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