care giver burdan in parkinson

Upload: purnandu-sharma

Post on 06-Apr-2018

226 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/3/2019 Care Giver Burdan in Parkinson

    1/8

    Caregiver Burden in Parkinsons Disease

    Pablo Martnez-Martn, MD, PhD,1* Maria Joao Forjaz, PhD,1 Belen Frades-Payo, MSc,1Angels Bayes Rusinol, MD,2 Jose Manuel Fernandez-Garca, MD,3 Julian Benito-Leon, MD, PhD,4

    Vctor Campos Arillo, MD,5 Miquel Aguilar Barbera, MD,6

    Margarita Pondal Sordo, MD, PhD,7 and Mara Jose Catalan, MD8

    1 Neuroepidemiology Unit, National Center for Epidemiology, Carlos III Institute of Public Health, Madrid2Parkinsons Disease Unit, Teknon Medical Center, Barcelona3Department of Neurology, Basurto General Hospital, Bilbao

    4Department of Neurology, Mostoles General Hospital, Madrid5Department of Neurology, University Teaching Hospital, Malaga6Department of Neurology, Mutua de Terrassa Hospital, Barcelona7Department of Neurology, Severo Ochoa Hospital, Leganes, Madrid

    8Unit of Movement Disorders, Department of Neurology, San Carlos University Teaching Hospital, Madrid, Spain

    Abstract: Parkinsons disease (PD) is a neurodegenerativedisorder that imposes an important burden upon the patientscaregiver. This study aims at assessing caregiver burden (CB)and analyzing its relationship with sociodemographic, emo-tional, and functional factors, as well as health-related qualityof life (HRQoL). The following measures were applied to 80patients with PD: the Hospital Anxiety and Depression Scale(HADS); the EuroQoL (for HRQoL); and PD-specific mea-sures (Hoehn and Yahr staging and SCOPA-Motor ADL sub-scale). Patients main caregivers completed the HADS, SF-36,EuroQoL, and Zarit CB Inventory (ZCBI). The ZCBI wasfound to be a valid and reliable measure in the context of PD.

    There was a significant association between CB and caregiversHRQoL (r 0.29 to 0.64). Mental aspects of caregiversHRQoL and burden were affected by disability and diseaseseverity. The presence of caregivers depression had a signifi-cant negative effect on both CB and HRQoL. The main pre-dictors of CB were caregivers psychological well-being, pa-tients mood and clinical aspects of PD (disability andseverity), and HRQoL of patients and caregivers. This studyunderscores the need to consider the impact of PD on caregiv-ers well-being. 2007 Movement Disorder Society

    Key words: caregiver burden; health-related quality of life;Parkinsons disease; Zarit caregiver burden inventory.

    Neurodegenerative diseases have major consequences

    for society, owing to the high prevalence and resources

    needed to take suitable care of such neurodegenerative

    patients. The role of the main caregiver, usually a family

    member, is crucial in these circumstances. This role

    becomes progressively more important with disease pro-

    gression, until caring for the patient becomes the care-

    givers main or almost only activity.

    Taking care of a patient is an extremely demanding

    task, resulting in caregiver burden (CB). CB refers to the

    realm of physical, mental, and socio-economic problems

    experienced by the caregivers of chronic patients.1

    Impact of PD on patients and caregivers health-related

    quality of life (HRQoL),2 and on CB3-7 are aspects of PD

    that have come in for growing interest in recent years.

    This study sought to assess the burden and HRQoL of

    caregivers of PD patients and to determine the relation-ship between this and socio-demographic, patient-care,

    functional, and emotional factors.

    PATIENTS AND METHODS

    Working Hypotheses

    (1) CB is positively associated with level of patient

    care (hours of caregiving, supervision to prevent danger);

    This article is part of the journalss CME program. The CME formcan be found on page 1060 and is available online at http://www.movementdisorders.org/education/activities.html

    *Correspondence to: P. Martnez Martn, Centro Nacional de Epi-demiologa, Instituto de Salud Carlos III, C/ Sinesio Delgado, 6,28029Madrid, Spain. E-mail: [email protected]

    Received 31 October 2006; Accepted 2 November 2006Published online 19 January 2007 in Wiley InterScience (www.

    interscience.wiley.com). DOI: 10.1002/mds.21355

    Movement DisordersVol. 22, No. 7, 2007, pp. 924931 2007 Movement Disorder Society CME

    924

  • 8/3/2019 Care Giver Burdan in Parkinson

    2/8

    (2) there is a relationship between CB and caregivers

    HRQoL; (3) CB and caregivers HRQoL are signifi-

    cantly associated with patients disability and PD sever-

    ity; (4) the presence of caregivers depression is more

    closely linked to their HRQoL than to their CB; and (5)

    the presence of patients depression has an impact upon

    CB and caregivers HRQoL.

    Study Design

    Cross-sectional, multicenter study with a one point-in-

    time assessment.

    Patients and Caregivers

    Eighty hospital out-patients and their respective care-

    givers participated in the study. Inclusion criteria were as

    follows: (1) patient diagnosed with PD as per interna-

    tional criteria8 by expert neurologist specializing in

    movement disorders; (2) presence of stable main care-

    giver, defined as any person who, without being a

    professional or belonging to a social support network,

    usually lives with the patient and, in some way, is di-

    rectly implicated in the patients care or is directly af-

    fected by the patients health problem. Absence of

    stable caregiver and patient or caregivers inability to

    complete self-assessment questionnaires, as judged by

    the neurologist, were exclusion criteria.

    Procedure

    Patients and caregivers were consecutively selected

    from seven medical centers in four Spanish provinces.

    During a regular medical visit, the neurologist performed

    a standard evaluation. Once the study had been ex-

    plained, patients/caregivers gave their informed consent

    to participate, and independently performed the relevant

    self-assessments within a maximum period of two weeks

    after the medical evaluation.

    Assessments

    1. Neurological assessment: Hoehn and Yahr scale

    (HY),9 Barthel Index (IB),10 Activities of Daily Liv-

    ing subscale of the SCOPA-Motor scale (SMS-ADL),11,12 and Clinical Global Impression-Severity

    scale (CGI-S).13

    2. Caregiver self-assessment: socio-demographic and

    patient-care questionnaire, Hospital Anxiety and De-

    pression Scale (HADS),14 SF-36 questionnaire,15 Eu-

    roQoL,16 and a CB interview (Zarit CB Inventory,

    ZCBI).17

    3. Patient self-assessment: HADS and EuroQoL.

    The original HY scale9 is made up of 6 points of

    increasing progression. The UPDRS18 included a modi-

    fied-version HY with 8 stages, which is now commonly

    used. The HY is universally used as a severity

    indicator.19

    The BI20 is a widely-used scale that provides a rapid

    assessment of the patients functional state in 10 activi-

    ties of daily living (ADL), through direct observation or

    interview of patient or caregiver. It has excellent metric

    properties,20,21 rating patients from 0 (dependent) to 100

    (totally independent).

    The SCOPA-Motor scale (SMS)11 is composed of 3

    sections, namely, Motor examination, ADL, and Motor

    complications. The scoring system ranges from 0 (Nor-

    mal) to 3 (Severe). It has satisfactory metric character-

    istics and it has been validated in Spain.12 The present

    study took the SMS-ADL (7 items) as a specific measure

    of disability.

    The CGI-S represents the clinicians subjective assess-ment of global disease severity at a given point in time,13

    on a scale from 1 (Normal) to 7 (Extremely severe). This

    information is considered to be valid, reliable, and suit-

    able for any kind of patient.22

    The HADS is formed by 14 items, 7 measuring anx-

    iety and 7 depression.14 The item scoring ranges from 0

    (No problem) to 3 (Extreme problem).

    The SF-36 is a generic measure of HRQoL15 that

    comprises 36 items grouped into 8 dimensions. Each

    domain yields a score from 0 (worse health state) to 100

    (best health state). Two summary scores, the so-called

    physical and mental components, are also generated.23

    The EuroQoL16,24 is a preference-based HRQoL mea-

    sure. It includes a descriptive part, consisting of 5 items

    scored from 1 (no problems or symptoms) to 3 (serious

    problems or symptoms). Each score profile can then be

    converted into a value (EQ-Tariff), ranging from 0

    (death) to 1 (perfect health state), albeit can adopt neg-

    ative values for some health states considered worse than

    death. It also includes a Visual Analogue Scale (EQ-

    VAS) to assess current health state (from 0 worse

    imaginable health state to 100 best imaginable health

    state).

    The ZCBI17 is used to ascertain the distress experi-

    enced by caregivers of elderly or disabled persons. It isformed by 22 items about the impact of the patients

    disabilities on caregivers physical and emotional health,

    as well as its repercussions on social and financial as-

    pects. For each item, caregivers have to indicate how

    often they have felt the suggested feeling or perception,

    from never (score 0) to nearly always (score 4). The

    ZCBI is scored by summing the responses of the indi-

    vidual items (range: 0 88). A higher score indicates

    CAREGIVER BURDEN IN PD 925

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    3/8

    higher perceived CB. By means of confirmatory factor

    analysis, two subscales (personal strain and role strain),

    have been obtained from the ZCBI.25 Although chiefly

    used on caregivers of dementia patients, the ZCBI allows

    for broader application including PD.4,26

    Data Analysis

    For the ZCBI, quality of data was analyzed, with a

    limit of 90% of total computable scores being set as

    acceptable.27 In addition, the following metric attributes

    of the ZCBI were determined: floor and ceiling effects

    (limit 15% for both)28; skewness (limits: 1 to 1)29;

    scaling assumptions (total-item corrected correlation

    0.40)30; internal consistency (Cronbachs alpha

    0.70)31; convergent validity with other measures

    (Spearman r 0.30)32; discriminative validity (magni-

    tude of difference and P value), taking into account PD

    severity according to HY level (1 to 2.5 mild; 3

    moderate; and 4-5 severe); and precision (standard

    error of measurement, using alpha as the reliability

    coefficient).31,33

    The CB and level of patient care relationship was

    determined using the Spearman rank correlation coeffi-

    cient. The same analysis was used to explore the rela-

    tionship between CB and caregivers HRQoL, by deter-

    mining the ZCBIs association with the SF-36 and

    EuroQoL parameters. The association between CB and

    caregivers HRQoL, on the one hand, and patients dis-

    ability and severity of PD, on the other, was determined

    by calculating the correlation between the ZCBI, SF-36,

    and caregivers EuroQoL, and the patients disability(BI, SMS-ADL) and severity (HY, CGI-S) scales. The

    strength of the association was deemed weak for a cor-

    relation coefficient value of r 0.30, moderate for r

    0.300.59, and strong for r 0.60.

    The differential effect of patients and caregivers

    depression (HADS-Depression 11)34 on CB and care-

    givers HRQoL was analyzed using the MannWhitney

    test.

    Owing to the high number of variables that could be

    used as potential predictors of CB, and to collinearity

    problems, an exploratory factor analysis was performed

    using the principal-components method with varimaxrotation, so as to allow the variables to be grouped. The

    resulting factors were then used as independent variables

    of CB in a step-wise multiple regression.

    RESULTS

    Tables 1 and 2 presents the descriptive statistics for

    the study variables and measures. The distribution of the

    patients by HY stage was as follows: stage 1.5, 5 pa-

    tients; stage 2, 25 patients; stage 2.5, 19 patients; stage 3,20 patients; stage 4, 8 patients; and stage 5, 2 patients.

    Table 2 includes some variables common to both

    patients and caregivers: patients were significantly older

    and registered a higher depression and worse HRQoL

    than their respective caregivers (MannWhitney test; all,

    P 0.001).

    ZCBI data-quality was acceptable, with 90.0% com-

    putable scores. Floor and ceiling effects (both 1.3%) and

    skewness (0.67) all proved satisfactory.29 Item-total cor-

    rected correlation coefficients ranged from 0.31 to 0.78.

    Items 1, 4, and 20 yielded correlation coefficients below

    criteria (r 0.38, 0.32, and 0.34, respectively). ZCBI

    Cronbachs alpha was 0.93 and the standard error ofmeasurement was 4.95 (1/3 SD).

    Relative to convergent construct validity (Table 3),

    there were moderate-to-high correlation between the

    ZCBI and 3 groups of variables: (1) number of caregiv-

    ing hours (r 0.400.62); (2) the caregivers mood (r

    0.540.65); and (3) the patients clinical variables (r 0.46 0.56). The ZCBI registered significantly higher

    scores as PD progressed, namely: mild, 21.9 17.7;

    TABLE 1. Descriptives (frequency and percentages) ofcategorical variables

    Caregiver Patient

    n % n %

    Sex

    Male 17 21.25 52 65.00Female 62 77.50 28 35.00Marital status

    Married 74 92.50 68 85.00Widowed/separated/divorced 5 6.25 12 15.00

    EducationNo formal education 11 13.75 19 23.75Primary education 34 42.50 37 46.25Secondary education 26 32.50 22 27.50University education 8 10.00 2 2.50

    ActivitySelf employed 15 18.75 7 8.75Retired 21 26.25 60 75.00Housework/other 44 55.00 13 16.25

    RelationshipSpouse 61 76.25Children 15 18.75

    Other 3 3.75Attention to patient

    3 months 71 88.753 months 2 2.50Transitory 7 8.75

    Proportion of caregivers dayDay and night 18 22.50Daytime 11 13.75Hours 27 33.75Less 22 27.50

    Supervision due to dangerYes 39 48.75No 40 50.00

    926 P. MARTI NEZ-MARTI N ET AL.

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    4/8

    moderate, 29.5 17.0; and severe, 43.0 16.7

    (KruskalWallis, P 0.003).

    Concerning the first working hypothesis, CB was sig-

    nificantly associated with the proportion of the day de-

    voted to caregiving (KruskalWallis, P 0.004) and the

    need for supervision due to potential danger (Mann

    Whitney test, 37.3 17.2 vs. 18.3 15.6, P 0.0001).Relative to the second working hypothesis, the ZCBI

    showed high correlations with mental HRQoL variables,

    and low-to-moderate correlations with SF-36 physical

    HRQoL (Table 4). Correlations between the caregivers

    EuroQoL and ZCBI were moderate (r 0.33 to

    0.49, P 0.01).

    As regards the third hypothesis, disability (BI and

    SMS-ADL) and PD severity (HY) correlated moderately

    with CB (ZCBI) (r 0.460.53, P 0.01) (Table 4).The SF-36 dimensions correlated weakly to moderately

    with disability/severity measures. Similar correlations

    were registered between these measures and SF-36 phys-

    ical (r 0.030.19) and mental components (r 0.230.38). Correlations between patient disability/severity

    measures and caregivers EuroQoL proved to be low and

    statistically nonsignificant.

    Table 4 also shows the correlation coefficients be-

    tween caregivers depression and their HRQoL and CB

    (hypothesis four). SF-36 Physical components, as well as

    their dimensions, showed low correlations with HADS-

    Depression (r 0.14 to 0.36). In contrast, SF-36

    mental measures yielded moderate-to-high correlations

    (r 0.44 to 0.68). Attention should be drawn to the

    high correlations between caregivers depression and

    two SF-36 measures, namely, Mental health (r 0.68,

    P 0.01) and Mental component (r 0.62, P 0.01).

    Correlations were moderate (r 0.40 to 0.56, P 0.01) between caregivers HADS-Depression and Euro-

    QoL measures, as they were with the ZCBI (r 0.54,

    P 0.01).

    Depressed caregivers (n 12) registered significantly

    higher CB than did nondepressed caregivers (n 67)

    (diff. 18.7; 95% CI 6.730.7; MannWhitney test,

    P 0.0041), worse perceived health status (EQ-VAS:

    diff. 16.2; 95% CI 26.2 to 5.8; P 0.0056),

    and worse HRQoL in all measures (for instance, SF-36

    mental component: diff. 18.4; 95% CI 25.6 to

    11.2; P 0.0001), except SF-36 bodily pain, SF-36

    physical component, and EQ-tariff.

    TABLE 3. Convergent validity: correlations between CB(ZCBI) and other related variables

    ZCBI

    Caregiver variablesCaregivers age 0.05No. hours of helping patient with ADL 0.55*No. hours helping with instrumental tasks 0.40*Hours invested in care (less time for oneself) 0.62*HADS-anxiety 0.65*HADS-depression 0.54*

    Patient variables

    Patients age 0.24*Age at PD onset 0.24*PD duration 0.07Barthel index 0.52*SMS-ADL 0.53*Hoehn and Yahr 0.46*Clinical global impression-severity scale 0.56*

    Spearman rank correlation coefficients. *P 0.05.ZCBI, Zarit caregiver burden inventory; SMS-ADL, SCOPA motor-

    activities of daily living; EQ-T, EuroQoL-tariff; EQ-VAS, EuroQoL-visual analogue scale.

    TABLE 2. Descriptives of continuous variables related tocaregivers and patients

    N Mean SD Minimum Maximum

    CaregiverCaregivers age 76 61.3 13.2 30.0 85.0No. hours helping patient

    with ADL 71 2.2 4.5 0.0 24.0No. hours helping with

    instrumental tasks 72 3.5 5.6 0.0 24.0Hours invested in care

    (less time for oneself) 56 3.9 5.3 0.0 24.0SF-36 physical function 80 71.7 24.2 15.0 100.0SF-36 role-physical 80 72.5 38.9 0.0 100.0SF-36 bodily pain 80 61.9 26.9 10.0 100.0SF-36 general health 80 58.4 22.7 10.0 100.0SF-36 vitality 80 55.1 23.6 0.0 100.0SF-36 social function 80 77.0 24.7 12.5 100.0SF-36 emotional function 80 70.4 40.4 0.0 100.0SF-36 mental health 80 58.9 23.8 12.0 100.0SF-36 physical

    component 80 46.1 10.3 22.8 67.1SF-36 mental component 80 4 3.1 13.2 11.3 67.8ZCBI 72 26.5 18.7 0.0 69.0HADS-anxiety 79 7.1 4.7 0.0 18.0HADS-depression 79 6.1 4.1 0.0 15.0EQ-T 78 0.8 0.2 0.2 1.0EQ-VAS 79 69.9 17.4 30.0 100.0

    PatientPatients age 80 69.4 11.4 42.0 87.0Age at PD onset 76 61.4 11.9 33.0 83.0PD duration 76 7.7 5.0 1.0 22.0Barthel Index 80 84.5 20.5 0.0 100.0SMS-ADL 80 8.1 4.0 1.0 21.0Hoehn and Yahr

    (median) 79 (1.5) 1.5 5.0Clinical Global

    Impression-Severityscale (median) 79 (2.0) 2.0 7.0

    HADS-anxiety 80 8.2 4.4 0.0 20.0

    HADS-depression 80 8.6 4.6 0.0 20.0EQ-T 79 0.5 0.3 0.4 1.0EQ-VAS 78 60.0 19.5 10.0 100.0

    ZCBI, Zarit caregiver burden inventory; SMS-ADL, SCOPA motor-activities of daily living; EQ-T, EuroQoL-tariff; EQ-VAS, EuroQoL-visual analogue scale.

    CAREGIVER BURDEN IN PD 927

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    5/8

    In the case of the fifth working hypothesis, a moderate

    correlation of patients HADS-Depression with CB (r

    0.50; P 0.01) and a low correlation with caregivers

    HRQoL (r 0.10 to 0.35) was found (Table 4).

    CB was higher for depressed (n 28) than for non-

    depressed patients (n 52) (diff. 19.2; 95% CI

    11.127.4; MannWhitney, P 0.0001). Furthermore,

    caregivers of depressed patients also registered signifi-

    cantly worse HRQoL in the following SF-36 measures,

    viz., mental component (diff. 7.1; 95% CI 13.1to 1.1; P 0.02), vitality (diff. 11.4; 95% CI

    22.2 to 0.7; P 0.03), and social function (diff.

    18.9; 95% CI 29.7 to 8.1; P 0.002).

    Depressed patients displayed worse disability (BI, diff.

    9.7; 95% CI 19.1 to 0.3; MannWhitney test, P

    0.04; SMS-ADL, diff. 2.2; 95% CI 0.44.0; P

    0.01) and more severe PD than did nondepressed patients

    (CGI-S, diff. 0.62; 95% CI 0.141.10; P 0.02).

    Even when disability was statistically controlled for (SMS-

    ADL), depressed patients generated a higher CB and pre-

    sented a worse social function than did their nondepressed

    counterparts (ANCOVA, P 0.001).

    Table 5 reports the factor analysis results used in themultiple regression model of CB. The variable hours in-

    vested in care (less time for oneself) was excluded from

    this analysis, because of the high proportion of missing data

    (30.9%). The factor analysis suggested the presence of five

    factors that accounted for 80% of the variance.

    The contribution of these five factors to the CB was

    analyzed in a multiple regression model, which proved to

    be statistically significant [F(4) 18.61, P 0.001],

    explaining 55.7% of the variance. Caregivers psycho-

    logical well-being ( 0.52, P 0.001) and PD clinical

    aspects ( 0.37, P 0.001) were the most important

    predictors, followed by patients mood and HRQoL (

    0.29, P 0.002) and caregivers physical and global

    HRQoL ( 0.27, P 0.007). The factor caregiving

    hours was not significantly associated with CB. In brief,

    CB was influenced by caregivers mood and HRQoL, as

    well as by the patients disability, PD severity, and

    mood.

    DISCUSSION

    According to Pasetti et al.,35 relatively few studies

    have addressed caregiving-related problems in PD, rea-

    son enough for conducting an in-depth study into knowl-

    edge about the burden and HRQoL of PD-patient

    caregivers.

    To our knowledge, there was no previous experience

    with the application of the Spanish version ZCBI in a PD

    context, and so the first step was to explore some basic

    metric attributes of the scale in this setting. Results

    showed the ZCBI to be both feasible and possessing

    satisfactory acceptability and internal consistency. Ac-cordingly, the ZCBI was considered a valid measure for

    evaluating CB in PD patients.

    In line with previous studies, CB was unrelated to care-

    givers age and showed a tendency to be higher in female

    than in male caregivers.2,4,6 In contrast, we failed to observe

    a significant relationship with disease duration, a factor

    displaying low-to-moderate association with CB and psy-

    chosocial disadaptation.2,3,6 A relationship between disease

    TABLE 4. Correlations between CB and caregivers HRQoL, and study variables

    CB, ZCBI

    Disability/severity (patients) HADS-depression

    IB SMS-ADL HY Caregiver Patient

    Caregivers HRQoLSF-36

    SF-36 Physical function 0.36** 0.17 0.33** 0.05 0.25* 0.10SF-36 Role-physical 0.45** 0.24* 0.15 0.01 0.36** 0.16SF-36 Bodily pain 0.50** 0.14 0.20 0.23* 0.31** 0.21SF-36 General health 0.33** 0.01 0.04 0.02 0.29** 0.25SF-36 Vitality 0.64** 0.34** 0.34** 0.41** 0.55** 0.29**SF-36 Social function 0.61** 0.31** 0.25* 0.18 0.44** 0.35**SF-36 Emotional function 0.52** 0.26* 0.17 0.08 0.48** 0.11SF-36 Mental health 0.61** 0.37** 0.25* 0.32** 0.68** 0.33**SF-36 Physical component 0.29** 0.03 0.19 0.01 0.14 0.14SF-36 Mental component 0.63** 0.38** 0.23* 0.28* 0.62** 0.29**

    EuroQoLEQ-T 0.48** 0.19 0.20 0.16 0.56** 0.20EQ-VAS 0.37** 0.12 0.16 0.13 0.40** 0.20

    Caregiver burdenZCBI 0.52** 0.53** 0.46** 0.54** 0.50**

    Spearman rank correlation coefficients. *P 0.05; **P 0.01.

    ZCBI, Zarit caregiver burden inventory; SMS-ADL, SCOPA motor-activities of daily living; EQ-T, EuroQoL-tariff; EQ-VAS, EuroQoL-visualanalogue scale.

    928 P. MARTI NEZ-MARTI N ET AL.

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    6/8

    duration and CB might well be expected, since PD is

    progressive. However, earlier studies applied measures

    other than the ZCBI, and many complex factors may also

    intervene to modify the theoretically linear relationship

    between disease duration and CB.26,36

    Once again in line with previous studies, both in

    PD5,6,36,37 and non-PD36,38,39 settings, the time devoted to

    caring and strain linked to the caregivers role were

    significantly associated with CB. The first working hy-

    pothesis of the study was thus confirmed.As postulated, a significant, albeit moderate, associa-

    tion was found between CB and both global and physical

    HRQoL. The correlation between CB and SF-36 mental

    components was high, however. There is some informa-

    tion linking CB and HRQoL, but in scenarios other than

    PD and using different types of measures.38,40

    In the present study, patient-related variables measur-

    ing disability and disease severity displayed similar re-

    lationships vis-a-vis CB and HRQoL. Previous studies

    reported the influence of global severity2,6,7,37,41 and dis-

    ability2-4,6,7,37,41 on CB and HRQoL. Our results point to

    a preferential impact of the earlier mentioned variables

    on CB and mental aspects of HRQoL.In PD, caregivers depression impacts CB3,5,41 and

    caregivers psychosocial adaptation and HRQoL.2,6,37

    Our results showed the highest association to be between

    depression and SF-36 mentally-related aspects, while the

    physical component and dimensions registered low-to-

    moderate correlation coefficients. The effect of caregiv-

    ers depression on their EuroQoL global index, was

    similar to its effect on CB. Moreover, depressed care-

    givers reported more CB and worse HRQoL than non-

    depressed carers.

    Several studies have reported the association between

    CB and strain and patients depression.2,3,6,7,42,43 In the

    present study, patients depression was moderately asso-

    ciated with CB level, but its correlation with caregivers

    HRQoL was weak. Nonetheless, significant differences,

    both in burden and HRQoL, were found between care-

    givers of patients with and without depression. Never-

    theless, patients with depression were significantly moredisabled than were nondepressed patients, a fact that may

    explainat least in partthe apparent influence of pa-

    tients depression on CB and well-being.

    The most important predictors of CB were the psy-

    chological well-being of the caregivers themselves, clin-

    ical aspects of disease, patients mood, and the HRQoL

    of patients and caregivers alike. It is essential that these

    aspects be borne in mind when it comes to designing

    interventions to lessen CB.

    Study limitations were mainly related to sample size

    and distribution, even though all stages of PD disease

    were represented. The EuroQoL was applied to carers

    and patients to allow for direct comparison. PD-specific

    HRQoL measures were not used, in order to avoid ad-

    ministrative and respondent burden. This strategy, how-

    ever, probably prevented us from obtaining more specific

    data on patients HRQoL.

    The main conclusions of this study are as follows:

    1. the ZCBI is a valid measure for measurement of CB

    in a PD setting;

    TABLE 5. Exploratory factor analysis with varimax rotation

    Factor 1,clinicalaspects

    Factor 2, caregiverspsychol. well-being

    Factor 3, patientsmood and HRQoL

    Factor 4, caregiversphysical and global

    HRQoL

    Factor 5,caregiving

    hours

    Hoehn and Hahr 0.89Barthel Index 0.85

    Clinical global impression-severity scale 0.84SMS-ADL 0.79SF-36 mental component 0.87HADS-anxiety caregiver 0.84HADS-depression caregiver 0.84HADS-depression patient 0.84HADS-anxiety patient 0.78EQ-VAS patient 0.70EQ-T patient 0.70SF-36 physical component 0.91EQ-VAS caregiver 0.74EQ-T caregiver 0.67No. hours helping with instrumental tasks 0.92No. hours helping patient with ADL 0.86Explained variance 21.13 16.67 16.56 13.05 12.49

    Only loadings 0.50 are shown. N 62.

    SMS-ADL, SCOPA motor-activities of daily living; EQ-T, EuroQoL-tariff; EQ-VAS, EuroQoL-visual analogue scale.

    CAREGIVER BURDEN IN PD 929

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    7/8

    2. time devoted to caring and strain deriving from the

    patients condition influences CB;

    3. there is an association between CB and HRQoL;

    4. disability and disease severity have an impact on CB

    and mental aspects of HRQoL;

    5. caregivers depression is associated with higher CB

    and lower HRQoL;

    6. patients depression was moderately associated with

    CB and weakly associated with caregivers HRQoL,

    yet severity of illness and disability were significantly

    higher among depressed patients. Patients depression

    may thus be reflecting the indirect influence of these

    factors on caregivers; and

    7. the psychological well-being of caregivers, clinical

    aspects of disease, patients mood, and HRQoL of

    both patients and caregivers, are predictors of CB.

    Acknowledgments: This study was partially supported byfunds from Instituto de Salud Carlos III (network of excellence

    Red IRYSS G03/202) and a grant (to MJF) from the Ramon yCajal Research Fellowship Program sponsored by the SpanishMinistry of Education and Science.

    REFERENCES

    1. Zarit SH, Todd PA, Zarit JM. Subjective burden of husbands andwives as caregivers: a longitudinal study. Gerontologist 1986;26:260266.

    2. Martinez-Martin P, Benito-Leon J, Alonso F, et al. Quality of lifeof caregivers in Parkinsons disease. Qual Life Res 2005;14:463472.

    3. Caap-Ahlgren M, Dehlin O. Factors of importance to the caregiverburden experienced by family caregivers of Parkinsons diseasepatients. Aging Clin Exp Res 2002;14:371377.

    4. Edwards NE, Scheetz PS. Predictors of burden for caregivers ofpatients with Parkinsons disease. J Neurosci Nurs 2002;34:184190.

    5. Happe S, Berger K. The association between caregiver burden andsleep disturbances in partners of patients with Parkinsons disease.Age Ageing 2002;31:349354.

    6. Schrag A, Hovris A, Morley D, Quinn N, Jahanshahi M. Care-giver-burden in Parkinsons disease is closely associated withpsychiatric symptoms, falls, and disability. Parkinsonism RelatDisord 2006;12:3541.

    7. Whetten-Goldstein K, Sloan F, Kulas E, Cutson T, Schenkman M.The burden of Parkinsons disease on society, family, and theindividual. J Am Geriatr Soc 1997;45:844 849.

    8. Hughes AJ, Daniel SE, Kilford L, Lees AJ. Accuracy of clinicaldiagnosis of idiopathic Parkinsons disease: a clinico-pathologicalstudy of 100 cases. J Neurol Neurosurg Psychiatry 1992;55:181

    184.9. Hoehn MM, Yahr MD. Parkinsonism: onset, progression and mor-

    tality. Neurology 1967;17:427442.

    10. Mahoney F, Barthel D. Functional evaluation: the Barthel index.Md State Med J 1965;14:6165.

    11. Marinus J, Visser M, Stiggelbout AM, et al. A short scale for theassessment of motor impairments and disabilities in Parkinsonsdisease: the SPES/SCOPA. J Neurol Neurosurg Psychiatry 2004;75:388395.

    12. Martinez-Martin P, Benito-Leon J, Burguera JA, et al. TheSCOPA-Motor Scale for assessment of Parkinsons disease is aconsistent and valid measure. J Clin Epidemiol 2005;58:674679.

    13. Guy W. Early Clinical Drug Evaluation Unit (ECDEU) assessmentmanual for psychopharmacology (revised). Bethesda, MD: Na-tional Institute of Mental Health; 1976. p 217222.

    14. Zigmond AS, Snaith RP. The hospital anxiety and depressionscale. Acta Psychiatr Scand 1983;67:361370.

    15. Ware JE, Jr, Sherbourne CD. The MOS 36-item short-form healthsurvey (SF-36). I. Conceptual framework and item selection. MedCare 1992;30:473483.

    16. EuroQol Group. EuroQola new facility for the measurement ofhealth-related quality of life. The EuroQol Group. Health Policy1990;16:199208.

    17. Zarit SH, Reever KE, Bach-Peterson J. Relatives of the impairedelderly: correlates of feelings of burden. Gerontologist 1980;20:649655.

    18. Fahn S, Elton R, Members of the UPDRS Development Commit-tee. Unified Parkinsons disease rating scale. In: Fahn S, MarsdenC, Calne D, Goldstein M, editors. Recent Developments in Par-kinsons Disease, Vol. 2. Florham Park, NJ: Macmillan HealthCare; 1987. p 153164.

    19. Goetz CG, Poewe W, Rascol O, et al. Movement Disorder SocietyTask Force report on the Hoehn and Yahr staging scale: status andrecommendations. Mov Disord 2004;19:10201028.

    20. Wade DT, Collin C. The Barthel ADL Index: a standard measureof physical disability? Int Disabil Stud 1988;10:6467.

    21. Baztan JJ, Perez de Molino J, Alarcon T, San Cristobal E, Man-zarbeitia I. Indice de Barthel: instrumento valido para la valoracionfuncional de pacientes con enfermedad cerebrovascular. Rev EspGeriatr Gerontol 1993;28:3240.

    22. Bech P. Rating Scales for Psychopathology, Health Status, andQuality of Life. Berlin: SpringerVerlag; 1993.

    23. MOS. Puntuacion del Cuestionario de Salud SF-36. Version es-panola (Espana). Boston, MA: Medical Outcomes Trust; 1995.

    24. Badia X, Roset M, Montserrat S, Herdman M, Segura A. [TheSpanish version of EuroQol: a description and its applications.European Quality of Life scale]. Med Clin (Barc) 1999;112(Suppl1):7985.

    25. Whitlatch CJ, Zarit SH, von Eye A. Efficacy of interventions withcaregivers: a reanalysis. Gerontologist 1991;31:918.

    26. Secker DL, Brown RG. Cognitive behavioural therapy (CBT) forcarers of patients with Parkinsons disease: a preliminary randomisedcontrolled trial. J Neurol Neurosurg Psychiatry 2005;76:491497.

    27. WHOQOL Group. The World Health Organization quality of lifeassessment (WHOQOL): development and general psychometricproperties. Soc Sci Med 1998;46:15691585.

    28. McHorney CA, Tarlov AR. Individual-patient monitoring in clin-ical practice: are available health status surveys adequate? QualLife Res 1995;4:293307.

    29. Holmes W, Bix B, Shea J. SF-20 score and item distributions in ahuman immunodeficiency virus-seropositive sample. Med Care1996;34:562569.

    30. Campbell DT, Fiske DW. Convergent and discriminant validation bythe multitrait-multimethod matrix. Psychol Bull 1959;56:81105.

    31. Scientific Advisory Committee of the Medical Outcomes Trust.Assessing health status and quality-of-life instruments: attributesand review criteria. Qual Life Res 2002;11:193205.

    32. van der Linden FA, Kragt JJ, Klein M, van der Ploeg HM, PolmanCH, Uitdehaag BM. Psychometric evaluation of the multiple scle-

    rosis impact scale (MSIS-29) for proxy use. J Neurol NeurosurgPsychiatry 2005;76:16771681.

    33. Beaton DE, Bombardier C, Katz JN, Wright JG. A taxonomy forresponsiveness. J Clin Epidemiol 2001;54:12041217.

    34. Bobes J, G-Portilla M, Bascaran M, Saiz P, Bousono M. Banco deinstrumentos basicos para la practica de la psiquiatra clnica.Barcelona: Psiquiatra Editores SL; 2002.

    35. Pasetti C, Rossi FS, Fornara R, Picco D, Foglia C, Galli J. Care-giving and Parkinsons disease. Neurol Sci 2003;24:203204.

    36. Habermann B, Davis LL. Caring for family with Alzheimersdisease and Parkinsons disease: needs, challenges and satisfaction.J Gerontol Nurs 2005;31:4954.

    930 P. MARTI NEZ-MARTI N ET AL.

    Movement Disorders, Vol. 22, No. 7, 2007

  • 8/3/2019 Care Giver Burdan in Parkinson

    8/8

    37. Glozman JM. Quality of life of caregivers. Neuropsychol Rev2004;14:183196.

    38. Chappell NL, Reid RC. Burden and well-being among caregivers:examining the distinction. Gerontologist 2002;42:772780.

    39. Yates ME, Tennstedt S, Chang BH. Contributors to and mediatorsof psychological well-being for informal caregivers. J Gerontol BPsychol Sci Soc Sci 1999;54:1222.

    40. Hughes SL, Giobbie-Hurder A, Weaver FM, Kubal JD, Henderson

    W. Relationship between caregiver burden and health-related qual-ity of life. Gerontologist 1999;39:534545.

    41. Carter JH, Stewart BJ, Archbold PG, et al. Living with a personwho has Parkinsons disease: the spouses perspective by stage ofdisease. Parkinsons Study Group. Mov Disord 1998;13:2028.

    42. Thommessen B, Aarsland D, Braekhus A, Oksengaard AR, En-gedal K, Laake K. The psychosocial burden on spouses of theelderly with stroke, dementia and Parkinsons disease. Int J GeriatrPsychiatry 2002;17:7884.

    43. Aarsland D, Larsen JP, Karlsen K, Lim NG, Tandberg E. Mental

    symptoms in Parkinsons disease are important contributors tocaregiver distress. Int J Geriatr Psychiatry 1999;14:866874.

    CAREGIVER BURDEN IN PD 931

    Movement Disorders, Vol. 22, No. 7, 2007