Disability Benefits and Chronic Fatigue Syndrome: A Populationbased Study of the Nature and range of Work-Related Impairment
- 1. Department of Neurology, Haukeland University Hospital, Bergen, Norway
- 2. Institute of clinical medicine, University of Bergen, Norway
INTRODUCTION
Chronic fatigue syndrome (CFS) is a complex multi-system illness characterized by severe fatigue of new onset, substantial reduction in previous levels of occupational, educational, social and personal activities, and concurrent occurrence of four or more of the following symptoms: impaired short-term memory or concentration, sore throat, tender lymph nodes, muscle pain, multi joint pain, headache of a new type, unrefreshing sleep, and post-exertional malaise [1]. The excessive fatigue and fatigability with disproportionately prolonged recovery after exercise or activity is the cardinal symptom [2,3]. The etiology of CFS is largely unknown. Nevertheless, significant evidence of neurological, immunological, autonomic and energy metabolism impairments were reviewed in the 2015 Institute of Medicine (IOM) report 2015 [4].
Population-based epidemiological studies have estimated an overall yearly CFS incidence of 0.015% in England [5], and 0.025% in Norway [6]. CFS occurs in individuals during peak years of employment (age 20-50). A systematic review of literature on employment data found that 54% of patients with CFS were unemployed [7]. Work-related physical and cognitive impairments are demonstrable with prolongation and recurrence of sickness absence episodes that can be the first step in a process leading to medical retirement and awarded disability benefits [8,9]. The Norwegian Social and Insurance Scheme accepted in 1995 CFS to be a medico-legal diagnosis (ICD10 code: G 93.3) entitled to disability benefits on the ground of ill health [10]. In 2012, 32.1 % of the 5775 CFS patients registered in the Norwegian National Patient Registry received disability pension. In Australia the majority of patients diagnosed with CFS by primary care physicians were unemployed (26.7%), or on disability pension (34.2%) [11].
Knowledge about long-term disability in CFS is important as it relates to several aspects of the illness: information and advice to newly diagnosed patients, planning of health care and rehabilitation strategies that focus on volitional and social aspects of re-employment [12]. The objectives of this study were to identify factors associated with work cessation in a communitybased cohort of younger, adult CFS patients awarded disability benefits. We used recommended reproducible questionnaires.
Objectively measured physical and cognitive functional capacity have the potential to improve the validity of questionnaire measures [13,14]. We included two objective tests of physical capacity.
The aim of this study was to compare clinical characteristics and functioning of a community-based cohort of younger CFS patients awarded disability benefits with a reference group of CFS patients who had recovered and returned to work.
MATERIALS AND METHODS
Geographical note
Bømlo municipality with a population of 11,500 is situated at the southwest coast of Norway. One large and hundreds of smaller islands cover an area of 247 square km. Tourism, fishery, and offshore-related work are the major industries.
Patients
During 1998-2010 eighteen patients, 14 females and 4 males referred from Bømlo municipality to the Outpatient Clinic of the Department of Neurology, Haukeland University Hospital, were diagnosed with CFS according to the 1994 Fukuda criteria [15]. The patients received a written self-management program including information about the illness, the fatigue experience, and active strategies for daily life. The family doctor and the local National Sickness Benefit Scheme office (NAV) received a specialist report on the medical history, clinical symptoms, fatigue severity and work capability.
At follow-up in 2012, all patients completed questionnaires: functional impairment, fatigue, physical and cognitive functioning, perceived effort of exertion, anxiety and depression. Tests of physical capacity were handgrip strength and sub-maximal exercise assessment. A cognitive test measured attention, memory and processing speed.
Employment
Current employment status was recorded as employed (full-time or part-time studies/work), or unemployed (not participating in studies/work).
Self-reported measures
Functional impairment, WSAS: The Work and Social Adjustment Scale (WSAS) is a 5-item self-report scale that measures perceived functional impairment, the reduced ability to carry out every day activities: work, home management, social and private leisure activities and close relationships. Each of the five items is rated on a nine-point scale ranging from 0 (not at all a problem) to 8 (severely impaired). The total scores range between 0 and 40. A score above 20 was used as a threshold to indicate moderately severe functional impairment [16].
Fatigue, FSS: Fatigue was self-rated with the Fatigue Severity Scale (FFS), a 9-item scale that measures the severity of fatigue and its effect on daily living. Each item is rated from 1 “completely disagree” to 7 “completely agree”. Examples of the items are: “my motivation is lower when I am fatigued”, “exercise brings on my fatigue” and “I am easily fatigued”. Patients with a mean FSS score > 5 are defined as having severe fatigue [17].
Perception of effort, RPE: Perceived effort during physical activity was rated with the Borg Rating of Perceived Exertion Scale (RPE) immediately after the 6-minute’s Walk Test. RPE is a numerical scoring system that ranges from 6 (no exertion) to 20 (maximal exertion) [18].
Cognitive symptoms, CFQ: Cognitive impairments were measured with four questions on mental symptoms from the Chalder Fatigue Scale (CFQ): 8). do you have difficulty concentrating, 9). thinking clearly, 10). Find the correct word, and 11). How is your memory. Four options were used: “better than normal”, “not more than usual”, “worse than usual”, “much worse than usual” [19].
Physical functioning, SF-36: Physical functioning, the ability to undertake everyday activities, was measured with the 10 item SF-36 Physical Functioning scale [20]. Patients scored 0 (“Yes, limited a lot”), 5 (Yes, limited a little), or 10 (“No, not limited at all”), range 0-100.
Anxiety and depression, HADS: Hospital Anxiety and Depression Scale (HADS) includes seven items each to assess anxiety and depression symptoms (the HADS-A and HADS-D, respectively), with each item answered on a four-point (0-3) scale. The total score on each subscale is obtained by adding together the items, and thus ranges from 0-21, with higher scores indicating more severe symptoms [21]. Case-level anxiety and depression are defined as scores on the HADS > 8 [22].
Objective measures
Physical tests: 6-min Walk Test (6MWT) was used to measure sub-maximal exercise capacity. It measures the distance an individual is able to walk over a time of six minutes on a hard flat surface [23]. Score range for healthy adults is 400-700.
Handgrip strength (HGS) was used to measure maximum voluntary contraction (MVC) with a hand-held dynamometer. Normative data for handgrip strength are 27 kg in males and 16 kg in females [24].
Cognitive test: We used Paced Auditory Serial Addition Test (PASAT) to measure sustained attention, memory and information processing speed [25].
Statistics
Student’s t-test, and pairwise correlation analyses were performed when appropriate. Table 2-4 shows univariate (pairwise correlation tests), and multivariate (linear regression) analyses adjusting for sex and age. STATA/SE 17.0 (Statacorp 4905 Lakeway Drive, College Station, Texas 77845 USA) was used for analyses.
RESULTS
This population based study showed that 18 persons developed CFS between 1998 and 2010 (14 females and 4 males) in the population of 11,500 in Bømlo municipality, Norway.
The crude annual incidence rates for CFS in the population ≥15 years was 0.017% (0.007% for males and 0.027% for females). Point prevalence on January 1 2012 was 0.14%. The mean age at the onset of symptoms was 26 years (SD, 13 years) (range 15-57 years).The mean age on follow-up was 39 years (SD, 18 years) for males, and 35 years (SD, 11 years) for females. The mean time from onset of symptoms to follow-up was 8.5 years (SD, 4.7 years).
At follow-up in 2012, twelve patients did not have work capacity and got disability benefits (seven patients WAA and five patients DP). Six patients (all females) obtained significant clinical improvement and had returned to part-time or full-time work.
Table 1 compares different scores in patients with CFS and patients who had recovered. All scores except PASAT, HADS-A and HADS-D were significantly worse among CFS patients.
Table 2 shows univariate and multivariate analyses with FSS as dependent variable. FSS had high association with unemployment, Borg RPE scale, 6-minutes Walk Test, handgrip strength in female, SF-36 Physical Function, but no association with PASAT and HADS-D scores. Replacing FSS with WSAS gave almost identical results.
Table 3 shows univariate and multivariate analyses with the physical function subscore of SF-36 as dependent variable. Except PASAT all scores were significantly associated with low physical function. This pertained especially to unemployment, 6-minutes Walk Test, Borg RPE scale and CFQ.
Table 4 shows univariate and multivariate analyses with Borg RPE as dependent variable. Except PASAT, HADS-A and HADS-D, Borg RPE was significantly associated with all scores and unemployment.
Excluding recovered patients, 6-minutes’ Walk Test was correlated to SF-36 Physical Functioning (r=.80, P=.005), WSAS (r=-.84, P=.002), HADS-A (r=-.68, P=.03), HADS-D (r=-.71, P=.02), and possibly Borg RPE (r=-.60, P=.07), but not FSS, CFQ or PASAT (all P>.1).
DISCUSSION
Despite limited number of cases, this CFS patient cohort appear to be representative. Rates of both annual incidence, 0.017%, and 30% awarded disability pension are similar to the estimates for Norway. Moreover, the recovery rate of 30%, 6 patients returning to work (2 patients full time and 4 patients part time) is comparable to the 10% total and 22,5% partial remission rates in a population-based 3 year follow-up of 40 patients in Wichita, Kansas [26].
A multi-dimensional approach using questionnaires identified the following determinants of work disability: high levels of perceived functional impairment, profound fatigue, and poor physical function, and cognitive difficulties. Objective measures of physical functioning including six minutes Walk Test and handgrip test were associated with unemployment.
Functional impairment and unemployment
Our study confirm that the use of WSAS is an acceptable measure of disability. CFS patients awarded disability benefits had high WSAS scores that correlated significantly with fatigue, physical activity, perception of effort, cognitive complaints, and 6-min Walk Test.
A study of the psychometric properties of the WSAS in two large cohorts of CFS patients suggested that WSAS is an appropriate measure of disability in both research and in everyday clinical context. Higher levels of disability were associated with higher fatigue and depression scores, and lower SF-36 physical function scores. Associations between objective tests of physical fitness, such as the 6 minutes Walk Test and a step test, although significant, were small [27]. In our long-term follow-up of employment, status in patients with CFS after mononucleosis the WSAS score was significantly associated with disease duration, depression and post-exertional malaise [28]. A recent study of factors associated with work status in CFS included 508 patients of whom 45% reported temporary or permanently interrupted employment. Fatigue severity, poorer physical functioning and job demands were associated with unemployment. Multivariate analyses suggested that currently not working was most strongly associated with perceived functional impairment, WSAS, older age and depression symptoms [29].
Fatigue
The Fatigue Severity Scale (FSS) measure severity of fatigue and its effect on daily living [17]. Our study shows that fatigue is severe in CFS patients receiving disability benefits. The degree of fatigue correlated with the levels of perceived functional impairment, physical functioning, perception of effort, reduced walking distance, and reduced handgrip strength in women.
Higher scores for fatigue, neurological symptoms, pain, depression, autonomic and sleep dysfunction were all associated with higher risk of work disability in a community-based study [30]. Physical fatigue was significantly associated with longterm sickness absence for patients with CFS at an out-patient treatment service [8]. This is consistent with previous research that suggests that physical functioning plays an important role in the persistence of fatigue complaints and work disability in employees on sick leave [31]. By performing repeated hand grip and quadriceps strength measurements muscular fatigue and fatigability were objectively detected [3].
Physical functioning
The 36-item Short-Form Health Survey (SF-36) has been used to assess the disability criteria for the case definition: substantial reductions of occupational, educational, social, and personal activities [32]. CFS patients on average scored lower on most subscales of the SF-36 in comparison with healthy controls and other chronic diseases [5,33]. The loss of functional status was greater in patients with CFS than in patients with multiple sclerosis and heathy controls [34].
In the present study CFS patients receiving disability benefits had reduced SF-36 physical functioning scores that correlated with severe fatigue, greater perceived effort scores, cognitive complaints, reduced hand grip strength in women, and decreased walking distance. A comprehensive UK study identified older age, male sex, duration of illness, fatigue and physical functioning to be associated with cessation of employment. In a multivariate model, physical functioning remained an independent predictor [35].
The relationship between subjective interpretations of physical activity level and objective measures of physical activity has been assessed empirically. The scores of the physical functioning scales were significantly correlated with the number of steps on an activity meter, and % VO2 of a cardiopulmonary exercise test [36]. A meta-analysis of RPE responses to aerobic exercise in CFS compared with healthy controls confirmed that perception of effort is elevated in people with CFS [37]. Compared to fitness-matched controls, cardiopulmonary responses to exercise in CFS are characterized by inefficient exercise ventilation and augmented perception of effort [38]. Although it is generally agreed that perception of effort reflects neural integration and processing of sensory signals, the exact causes are still unclear [37].
Fatigue is common in patients with neurological disorders including Parkinson`s disease [39]. Patients with CFS have been shown to exhibit symptoms suggestive of decreased basal ganglia function including motor slowing that correlated with severity of fatigue [40]. Improvement in exercise tolerance and ratings of perceived exertion (Borg RPE) were observed after exercise training in patients with Parkinson`s disease [41]. Functional magnetic resonance imaging to examine neural activation showed that patients with CFS exhibited significant reduced basal ganglia activation compared to healthy controls [42]. A systematic review of neurologic impairments in CFS using neuroimaging techniques suggested disruption of autonomic nervous system network, white matter abnormalities and aberrations in functional connectivity. However, these findings are not consistent across studies, and the origins of these abnormalities remain unknown [43]. A recent regional cerebral blood flow study in CFS patients showed low perfusion in several brain regions of the limbic system, including the anterior cingulate cortex, putamen, pallidum, and ventral insular area that may contribute to the CFS pathogenesis [44].
The main weakness of the present study is the low number of patients. Strengths include population based design and the use of both questionnaires and objective physical measures.
CONCLUSION
In conclusion, compared to recovered patients, patients with CFS scored significantly worse on all questionnaires and objective physical tests except depression and anxiety questionnaires.
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