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. Author manuscript; available in PMC: 2009 May 6.
Published in final edited form as: J Clin Outcomes Manag. 2008 Dec 1;15(12):595–606.

Optimizing Medication Adherence in Older Patients: A Systematic Review

Elizabeth A Schlenk 1, Lisa Marie Bernardo 1, Linda A Organist 1, Mary Lou Klem 1, Sandra Engberg 1
PMCID: PMC2677827  NIHMSID: NIHMS88776  PMID: 19424450

Abstract

Objective:

To review the literature on strategies to optimize medication adherence in community-dwelling older adults and to make recommendations for clinical practice.

Methods:

A systematic literature search was conducted using the MEDLINE, CINAHL, PsycINFO, International Pharmaceutical Abstracts, and EMBASE databases for randomized controlled trials examining strategies to optimize medication adherence in patients aged 65 or older prescribed long-term medication regimens. Additional studies were found by examining the reference lists of systematic reviews and selected papers. 34 papers reporting on 33 studies met the eligibility criteria and were included in this review.

Results:

Improvement in adherence was mixed across the studies examining educational interventions, with only 12 of the 28 studies showing improvement in adherence; most were delivered by pharmacists. Effect sizes for the statistically significant educational interventions ranged from Cohen's d = 0.14 to 4.93. Four of the 5 interventions using memory aids and cues, some in conjunction with newer technologies, improved adherence. Effect sizes for the statistically significant interventions using memory aids and cues ranged from Cohen's d = 0.26 to 2.72.

Conclusion:

The evidence from this review does not clearly support one single intervention to optimize medication adherence in older patients. Future studies should explore suggestive strategies, such as tailored interventions involving ongoing contact, and should endeavor to correct methodologic weaknesses found in the literature.


Patient nonadherence to medical recommendations is an important clinical problem. Adherence (sometimes called compliance) is defined as the extent to which a person's behavior corresponds to medical or health advice [1] and is considered independent of the patient's decision to follow a specific treatment regimen [2]. Adherence is presumably important for achieving high-quality outcomes, yet studies indicate that approximately 50% of patients across gender, age, and ethnic cohorts and with various medical disorders fail to follow their prescribed medication regimens [3].

The health consequences of medication nonadherence can be severe. Patients who are nonadherent can experience disease complications or progression from failing to take their medication, experience untoward side effects from taking their medicine incorrectly, and often require emergency department visits and readmission to the hospital for disease exacerbations [4,5]. DiMatteo [6] has estimated the total annual costs of medication nonadherence, including the cost of lost productivity and early mortality, to be $300 billion.

Medication nonadherence is particularly problematic in older adults who often must self-manage complex medication regimens for multiple chronic disorders [7]. With a rapidly growing U.S. population of adults over 65 years of age [8] and with 93% of adults aged 65 years and older residing in traditional community settings [9], it is imperative to apply effective strategies to address the problem of medication nonadherence in older patients. The purpose of this paper was to review the literature on strategies to optimize medication adherence in community-dwelling older adults and to make recommendations for clinical practice.

Methods

We searched for English-language papers published between 1996 and 2006 inclusive that met the following criteria:

  1. Used a randomized controlled trial design

  2. Evaluated an intervention designed to improve medication adherence

  3. Used medication adherence as an outcome

  4. Patients were prescribed a long-term medication regimen that required ongoing medical care or supervision

  5. Patients lived in the community

  6. Patients had a mean age of ≥ 65 years, or at least 40% ≥ 65 years, or subgroup analyses on participants ≥ 65 years

Studies were identified by searching the MEDLINE, CINAHL, PsycINFO, International Pharmaceutical Abstracts, and EMBASE databases. The searches were completed in September 2007. Search strategies were based on those used by Haynes et al [15] and are described in the Appendix.

A total of 3874 published papers (including 18 systematic reviews) were returned from the electronic search. A hand search of the systematic reviews [10-27] was done to identify additional articles of interest, which yielded 198 new articles. From this list of 4072, 1751 pertinent papers were identified based on their titles and abstracts and retrieved for more detailed evaluation. Of the 1751 papers, 60 met the inclusion criteria. After elimination of duplicate papers (n = 26), 34 papers reporting on 33 studies remained for review. Each of the included papers was reviewed by 2 of the authors, who reported the results in tabular format summarizing the design, sample characteristics, intervention, adherence outcome, findings, and effect sizes. Because the focus was on interventions to optimize adherence and there was inconsistent and variable measurement of clinical outcomes, data on clinical outcomes were not reported.

Because definitions and measurements of adherence varied across the studies and the methods used to report adherence were inconsistent across the studies, a meta-analysis was not done. However, when sufficient data were reported, effect sizes using Cohen's d were computed for the studies. Cohen's d was calculated using formulas recommended by Lipsey and Wilson [28] and Rosenthal [29]. Cohen's d is a measure of the strength of the relationship between the intervention and the adherence outcome and is an indicator of the effectiveness of the intervention. Cohen [30] suggested the following as a guide to interpreting effect sizes: small is d = 0.20, medium is d = 0.50, and large is d = 0.80.

Results

Two major types of strategies to optimize medication adherence emerged from the literature review: (1) educational interventions and (2) memory aids and cues.

Educational Interventions

Twenty-eight studies examining the impact of educational interventions on medication adherence were identified [31-58] (Table 1). The nature of the educational interventions was variable and while most focused exclusively on the patient, 1 study examined provider education, provider education combined with electronic alerts, and provider education combined with electronic alerts and mailed patient educational materials [48], which showed nonsignificant differences between groups. The samples in most of these studies were not limited to individuals with specific chronic disorders. In the studies examining patients with a specific disorder, the disorders were heart disease, hypertension, hyperlipidemia, diabetes mellitus, depression, osteoporosis, chronic obstructive pulmonary disease (COPD), and overactive bladder. Definitions of adherence varied widely among the studies as did method of measuring adherence. Three used electronic event monitoring (EEM), 1 used pill count, 5 used pharmacy refill, and the remaining 19 used patient self-report. Follow-up ranged from 1 to 24 months.

Table 1.

Studies of Educational Interventions to Optimize Medication Adherence

Study Design/
Setting
Sample* Intervention Definition of Adherence Results Effect Size
(Cohen's d)
Begley
et al (1997)
[32]
RCT/UK 190 men and women, mean age
≥ 75 yr (n's for intervention and controls
not reported)
Pharmacist completed 5 home visits
over 12 mo for counseling on correct
use and storage of drugs vs. Attention
Control with 5 home visits but no
counseling vs. Usual Care
Taking ≥ 85% of drug
doses measured by pill
count
At 12 mo, mean percentage adherence was
Intervention: 86% (SD = 19)
Attention Control: 75% (SD = 21)
Usual Care: 69% (SD = 29)
P < 0.001
0.58
Bernsten
et al (2001)
[33]
Cluster
RCT/
7 European
countries
190 pharmacies
Intervention: n = 104 with 1290 men and
women, mean age 74 (8) yr
Control: n = 86 with 1164 men and
women, mean age 74 (8) yr
Pharmacist assessed patients individually
to identify actual and potential
drug problems and formulated an
intervention and monitoring plan vs.
Usual Care
Never experiencing aspects
of nonadherence
measured on a 4-item,
4-point Likert self-report
scale
At 18 mo, proportion who changed from being non-
adherent to adherent was
Intervention: 15.2% (107/704)
Control: 12.2% (77/636)
P = 0.028
0.14
Bouvy
et al (2003)
[34]
RCT/
Netherlands
152 men and women with heart failure
Intervention: n = 74, mean age
69.1 (10.2) yr
Control: n = 78, mean age, 70.2 (11.2) yr
Pharmacist met with patients monthly
over 6 mo for counseling on drug use,
reasons for nonadherence, and reinforcement
of adherence vs. Usual Care
Days with dosing during
scheduled dosing measured
by EEM
At 6 mo
Intervention: 140/7656 days without diuretic
Control: 337/6196 days without diuretic, RR = 0.33
(95% CI, 0.24–0.38)
0.49
Clifford
et al (2006)
[35]
RCT/UK 492 men and women ≥ 75 yr
Intervention: n = 255
Control: n = 237
Pharmacist telephoned patients 2 wk
after starting a new medication for a
chronic disorder to identify medication-
related problems and information
needs and provide advice, information,
and reassurance vs. Usual Care
Not missing any doses in
the last 7 days measured
by self-report
At 1 mo, proportion nonadherent was
Intervention: 9% (16/185)
Control: 16% (31/194)
P = 0.032
0.37
Coull
et al (2004)
[36]
RCT/UK 319 men and women with heart disease
Intervention: n = 165, mean age 67.7 yr
Control: n = 154, mean age 67.4 yr
(SDs not reported)
Monthly small group lay health mentoring
on cardiovascular disease including
medication adherence vs. Usual
Care
Perceived change in taking
medication measured
by self-report on 5-point
Likert scale
At 12 mo, adherence improved more in intervention
than control subjects
P < 0.01
0.28
Grant
et al (2003)
[37]
RCT/US 120 men and women with type 2 diabetes
Intervention: n = 62, mean age 64 (12) yr
Control: n = 58, mean age 69 (10) yr
Pharmacist telephoned patients for
tailored education on drug use, help
with appointment referrals, and electronic
summary to medical record
and physician vs. Usual Care
Not missing any doses
of any diabetes-related
medication in the last
7 days measured by
self-report
At 3 mo, mean improvement from baseline was
Intervention: n = 61, 0.1 days (SD = 1.0)
Control: n = 54, 0.1 days (SD = 0.4)
P = 0.80
0.00
Grymonpre
et al (2001)
[38]
RCT/
Canada
135 men and women
Intervention: n = 69, mean age
76.9 (8.4) yr
Control: n = 66, mean age 77.2 (8.8) yr
Pharmacist completed a medication
history, provided counseling and
written information to patients, made
recommendations to physician, and
followed up as needed vs. medication
history and referral to usual pharmacist
for Usual Care
Percentage of prescribed
doses taken measured
by pharmacy refill
At 12 mo, mean adherence by drug was
Intervention: n = 309 drugs, 86.7% (SD = 46.0)
Control: n = 280 drugs, 85.1% (SD = 41.1)
P = 0.895
0.04
Hanlon et al
(1996) [39]
RCT/US 208 men and women, mean age ≥ 65 yr
Intervention: n = 105
Control: n = 103
Pharmacist met with patients during
all scheduled clinic visits to evaluate
their drug regimens and make recommendations
to them and their physicians
vs. Usual Care
Proportion of medications
for which the patient's
response agreed with the
directions for their use on
the profile measured by
self-report
At 12 mo, mean adherence was
Intervention: n = 86, 77.4%
Control: n = 83, 76.1%
P = 0.88
0.02
Herschorn et
al (2004)
[40]
RCT/
Canada
84 men and women with overactive
bladder
Intervention: n = 39, mean age
65.7 (14.5) yr
Control: n = 45, mean age 63.1 (15.7) yr
3 information sheets on overactive
bladder, behavioral modification, and
tolterodine with 3- to 5-min review by
physician or study nurse vs. Usual
Care
Taking the medication as
prescribed measured by
self-report
At 4 mo, proportion adherent was
Intervention: n = 34, 39%
Control: n = 31, 31%
P > 0.05
0.22
Higgins et al
(2004) [41]
RCT/UK 19 men and women with depression
and new prescription for antidepressant,
mean age ≥ 65 yr
Intervention: n = 10
Control: n = 9
Concordance therapy by a psychiatrist
over 3–4 sessions with cognitive
behavioral therapy and motivational
interviewing, which included medication
information vs. Usual Care
Omission and dosage
alteration measured on
a self-report scale where
maximum score of 50 =
100% adherence
At 3 mo, no significant group differences Unable to
compute
Hunt et al
(2004) [42]
RCT/US 312 men and women with hypertension
Intervention: n = 162, mean age
69.2 (12.4) yr
Control: n = 150, mean age 69.3 (12.3) yr
2 mailed educational packets 3 months
apart from primary care providers vs.
Usual Care
Adherence measured on a
4-item dichotomous self-
report scale
At 12 mo, mean adherence was
Intervention: 0.35
Control: 0.35
P > 0.05
Unable to compute
Lim et al
(2004) [43]
RCT/
Singapore
126 men and women
Intervention: n = 64, mean age
79.6 (7.7) yr
Control: n = 62, mean age 80.5 (8.1) yr
Pharmacist met with patients to review
medical records for existing medication
regimens and to counsel patients on
medication knowledge and proper
administration and use vs. Usual Care
Not forgetting to take medication
as prescribed
measured by self-report
At 2 mo, no significant group differences
Unadjusted OR, 1.50 (90% CI, 0.73–3.08);
P = 0.36
Adjusted OR, 2.52 (90% CI, 1.09–5.83); P = 0.07

0.22

0.51
Lowe et al
(2000) [44]
RCT/UK 161 men and women
Intervention: n = 77, mean age 77.5 yr
Control: n = 84, mean age 75.0 yr
(SD not reported)
Pharmacist met with patients 3 times
for medication review and education
vs. Usual Care
Percentage of prescribed
doses taken measured
by self-report and pill
count
At 1 mo, mean adherence was
Intervention: n = 73, 91.3% (95% CI, 88.7–93.9)
Control: n = 79, 79.5% (95% CI, 74.7–84.3)
P < 0.001
0.65
Naunton and
Peterson
(2003) [45]
RCT/
Australia
121 men and women
Intervention: n = 57, mean age 74 yr
Control: n = 64, mean age 77 yr
Pharmacist visited patients 5 days after
hospital discharge to provide education
about medications, encourage
adherence, assess for drug-related
problems, intervene when appropriate,
and communicate findings to health
care providers vs. wait list control
Never missing medication
measured by single-item
self-report
At 3 mo, proportion adherent was
Intervention: 87% (47/55)
Control: 44% (26/59)
P < 0.001
1.28
Oakley and
Walley
(2006) [46]
RCT/UK 33 women on bisphosphonates, mean
age 77 years
Intervention: n = 16
Control: n = 17
Osteoporosis workshop; decision aid
that included information booklet,
audiocassette, and worksheet on personal
lifetime risk of hip fracture, family
health issues, and personal values;
consultation with physician 2 wk later
vs. Usual Care
Percentage of prescribed
doses taken measured
by pharmacy refill
At 4 mo, no significant group differences
Intervention: median, 100%
Control: median, 100%
P = 0.80
0.08
Peterson
et al (2004)
[47]
RCT/
Australia
81 men and women with hyperlipidemia
Intervention: n = 39, mean age
65.5 (11.0) yr
Control: n = 42, mean age 63.5 (12.1) yr
Pharmacist assessed patients monthly
in their homes regarding lipid therapy
and lifestyle modifications vs. Usual
Care
Frequency of forgetting to
take medications measured
by self-report
At 6 mo, no significant group differences Unable to
compute
Roumie et al
(2006) [48]
Cluster
RCT/US
1341 men and women with hypertension,
mean age 65 (12) yr, and 182
health care providers
Provider education: n = 324
Provider education and alert: n = 547
Provider education and alert and patient
education: n = 470
Provider education about hypertension
vs. Provider education and electronic
alerts to re-evaluate antihypertensive
regimen vs. Provider education and
electronic alerts and mailed patient
educational material
Adherence measured by
pharmacy refill
At 12 mo (n = 948), mean adherence was
Provider education: 0.89 (SD = 0.14)
Provider education and alert: 0.89 (SD = 0.14)
Provider education and alert and patient education:
0.88 (SD = 0.16)
P = 0.71
0.02
Rozenfeld
et al (1999)
[31]
RCT/US 33 men and women
Intervention: n = 17, mean age 66 (12) yr
Control: n = 16, mean age 65 (10) yr
Pharmacist counseling at VAMC cardiology
clinic with medication history,
recommendations to cardiologists,
medication counseling, drug information,
therapeutic drug monitoring
and follow-up, and continuity of care
vs. Usual Care at VAMC outpatient
pharmacy
Therapeutic coverage with
optimal ≥ 80%, partial
20% to 80%, and poor
< 20% measured by
EEM
At 1 mo
Intervention: 83.2% (SD = 19.9)
Control: 78.0% (SD = 25.5)
P = 1.00
0.24
Schroeder
et al (2005)
[49]
RCT/UK 245 men and women with hypertension
Intervention: n = 128, mean age
67.9 (10.3) yr
Control: n = 117, mean age 68.2 (9.4) yr
20-min nurse-led educational intervention
and 10-min follow-up 2 mo later
vs. Usual Care
Percentage days correct
number of doses of prescribed
doses taken on
time measured by EEM
At 6 mo, mean percentage adherence was
Intervention: 87.2% (SD = 20.1)
Control: 90.2% (SD = 16.2)
P = 0.63
0.16
Solomon
et al
(1998)
[50]
RCT/US 133 men and women with hypertension
Intervention: n = 63, mean age
66.3 (10.0) yr
Control: n = 70, mean age 67.3 (11.0) yr
98 men with COPD
Intervention: n = 43, mean age
69.3 (5.9) yr
Control: n = 55, mean age 69.3 (9.2) yr
Pharmacy resident met 5 times for recommendations
to physicians, patient
education and counseling, patient
assessment and follow-up vs. Usual
Care
Adherence measured by
4-item dichotomous self-
report scale (lower score
is better adherence)
At 6 mo, in hypertension arm mean adherence was
Intervention: 0.23 (SD = 0.054)
Control: 0.61 (SD = 0.094)
P < 0.05
In COPD arm, no significant group differences
4.93


Unable to
compute
Stromberg
et al (2006)
[51]
RCT/
Sweden
154 men and women with heart failure
Intervention: n = 82, mean age 70 (10) yr
Control: n = 72, mean age 70 (11) yr
45-min interactive computer educational
session plus Usual Care (educational
session with a heart failure
clinic nurse) vs. Usual Care
How often a dose of
diuretics was skipped
measured on a 1-item,
3-point self-report scale
At 1 mo, adherence improved more in intervention
subjects (n = 72) than control subjects (n = 65);
P = 0.01
At 6 mo, no significant group differences
0.43


Unable to
compute
Sturgess
et al (2003)
[52]
Cluster
RCT/UK
10 pharmacies
Intervention: n = 5 with 110 men and
women, mean age 73.1 (5.0) yr
Control: n = 5 with 81 men and women,
mean age 74.2 (6.3) yr
Pharmacist assessed patients individually
to identify actual and potential
drug-related problems during home
visits vs. Usual Care
Adherence measured by
self-report
At 18 mo, proportion adherent was
Intervention: n = 75, 47.3%
Control: n = 35, 14.7%
P < 0.05
0.98
Taylor et al
(2003)
[53]
RCT/US 69 men and women
Intervention: n = 33, mean age 64.4
(13.7) yr
Control: n = 36, mean age 66.7 (12.3) yr
Pharmacist provided medical record
review, medication history review,
pharmacotherapeutic evaluation,
patient education and monitoring vs.
Usual Care
≥ 80% of prescribed doses
taken in the previous
week/month measured
by self-report
At 12 mo, proportion adherent was
Intervention: 100%
Control: 88.9%
P = 0.115
0.38
Varma et al
(1999)
[54]
RCT/UK 83 men and women with heart failure
Intervention: n = 42, mean age
75.50 (6.44) yr
Control: n = 41, mean age 76.36 (7.12) yr
Pharmacist provided education on
heart failure, its treatment, and life-
style changes to control symptoms;
encouraged monitoring of symptoms
and adherence with prescribed medication
therapy vs. Usual Care
Using a minimum of 6 mo
continuous data, adherence
defined as 80%–
120% of prescribed
doses taken measured
by pharmacy refill
Underadherence: < 80%
Overadherence: > 120%
At 12 mo, adherence with at least 1 heart failure
drug was
Intervention: 77% (10/13)
Control: 30% (3/10)
P = 0.039
1.26
Vivian (2002)
[55]
RCT/US 56 men with hypertension
Intervention: n = 27, mean age
64.0 (10.9) yr
Control: n = 29, mean age 65.5 (7.8) yr
Pharmacist at VAMC hypertension clinic
met with patients monthly for appropriate
changes in prescribed drugs,
adjustments in dosages, and drug
counseling vs. Usual Care
Refilling drugs within 2 wk
of the scheduled refill
date measured by pharmacy
refill
At 6 mo, proportion adherent was
Intervention: 85% (22/26)
Control: 93% (25/27)
P > 0.42
−0.43
Volume et al
(2001)
[56]
Cluster
RCT/
Canada
16 pharmacies
Intervention: n = 8 with 159 men and
women, mean age 73.89 (6.09) yr
Control: n = 8 with 204 men and
women, mean age 73.18 (6.11) yr
Pharmacist spoke with patients in
person or by telephone to assess,
plan, and document actions related to
pharmaceutical care vs. Usual Care
Adherence measured on a
4-item dichotomous self-
report scale
At 12 mo
Intervention: 0.56 (SD = 0.75)
Control: 0.47 (SD = 0.69)
P > 0.05
Unable to
compute
Williams
et al (2004)
[57]
RCT/US 417 men and women with depression
and diabetes
Intervention: n = 205, mean age
70.1 (6.9) yr
Control: n = 212, mean age 70.3 (7.1) yr
Depression care management program
with care manager providing education,
problem-solving treatment, and
support vs. Usual Care
Taking diabetes medication
as prescribed measured
on a 5-point self-report
scale
At 12 mo, mean adherence was
Intervention: n = 193, 1.16 (SD = 0.53)
Control: n = 200, 1.19 (SD = 0.50)
P > 0.20
0.06
Wu et al
(2006)
[58]
RCT/
Hong
Kong
442 men and women
Intervention: n = 219, mean age
71.2 (9.4) yr
Control: n =223, mean age 70.5 (11.1) yr
Pharmacist assessed patients individually
via a telephone call between
clinic visits vs. Usual Care
Adherence defined as
80%–120% of prescribed
doses taken measured
by self-report
At 24 mo, proportion nonadherent at enrollment
who remained nonadherent was
Intervention: 7% (7/102)
Control: 18% (19/104)
P < 0.001
0.58
At 24 mo, proportion adherent at enrollment who
remained adherent was
Intervention: 81% (95/117)
Control: 58% (69/119)
P = 0.038
0.68

CI = confidence interval; COPD = chronic obstructive pulmonary disease; EEM = electronic event monitoring; OR = odds ratio; RCT = randomized controlled trial; RR = relative risk; SD = standard deviation; VAMC = Veterans Affairs Medical Center.

*

Number in parentheses is standard deviation.

Nineteen studies identified as educational interventions utilized pharmacists as the interventionists [31-35,37-39,43-45,47,50,52-56,58], with 10 demonstrating that education and counseling by pharmacists significantly improved medication adherence compared with usual care [32-35,44,45,50,52,54,58]. Effect sizes for the statistically significant educational interventions by pharmacists ranged from Cohen's d = 0.14 to 4.93. The largest effect size in this subset of educational interventions with statistically significant findings was observed in the hypertension arm in the study by Solomon et al [50]. Interestingly, there was no statistically significant difference in medication adherence between the treatment and control groups in the COPD arm; the authors attributed this to greater motivation among COPD patients, who might be more likely to take their medication as prescribed because COPD is symptomatic while hypertension is not.

Among the 9 reports on educational interventions delivered by pharmacists in which education and counseling did not significantly improve medication adherence, 5 did not report a power analysis or were powered on outcomes other than medication adherence [39,43,53,55,56]. Four of these studies attributed nonsignificant differences in medication adherence to highly motivated and adherent subjects, which limited the impact of the intervention on adherence [31,37,38,47].

One study found that monthly small-group lay health mentoring to improve cardiovascular disease and medication adherence resulted in a statistically significant improvement in medication adherence as compared with usual care [36], with an effect size of Cohen's d = 0.28. Another study augmented nurse-delivered education with a computer educational session and found a statistically significant improvement in medication adherence at 1 month compared with nurse-delivered education alone with an effect size of Cohen's d = 0.43, but the effect was not sustained at 6 months [51].

In the remaining 6 educational interventions, patient education materials were used alone or in combination with interviews by nurses, care managers, and physicians; none of these interventions showed a statistically significant difference in medication adherence compared with usual care [40-42,46,49,57]. Five of these studies were characterized by either small sample sizes without a power analysis reported [41,46] or brief interventions [40,42,49]. Williams et al [57] reported that their self-report measure showed ceiling effects for medication adherence, which could contribute to nonsignificant group differences.

Memory Aids and Cues

Five studies tested memory aids and cues [59-64] (Table 2). One study reported in 2 separate papers examined a telephone-linked computer system for automated patient monitoring and counseling [60,61], 2 used video telephone technology [59,62], 1 investigated time-specific blister packs [63], and 1 studied a voice-activated message and automatic dispenser [64]. Three of the 5 studies investigated interventions in older adults with hypertension, heart failure, or cardiovascular risk factors. Three studies assessed medication adherence by pill count, 1 by EEM, and 1 by self-report. Follow-up ranged from 2 to 14 months.

Table 2.

Studies of Memory Aids and Cues to Optimize Medication Adherence

Study Design/Setting Sample* Intervention Definition of Adherence Results Effect Size (Cohen's d)
Friedman
et al
(1996) [60]
Friedman
(1998) [61]
RCT/US 267 men and women with hypertension,
mean age 76.0 yr (SD not reported)
Intervention: n = 133
Control: n = 134
Telephone-linked computer
system vs. Usual Care
≥ 80% of prescribed
doses taken measured
by pill count
At 6 mo, mean improvement in adherence was
Intervention: 17.7%
Control: 11.7%
P = 0.03
0.26
Fulmer et
al (1999)
[59]
RCT/US 50 men and women, mean age 74.2 (6.8) yr
Video telephone: n = 17
Telephone: n = 15
Control: n = 18
Daily video telephone call
reminder for 6 wk vs. daily
telephone call reminder for
6 wk vs. Usual Care
Percentage of prescribed
doses
taken measured by
EEM
At 2 mo, mean adherence was
Video telephone: 84%
Telephone: 74%
Control: 57%, F(2,34) = 4.08; P < 0.05
0.90
Jerant
et al
(2003)
[62]
RCT/US 37 men and women with heart failure
Telecare: n = 13, mean age 66.6 (10.9) yr
Telephone: n = 12, mean age 71.3 (14.1) yr
Control: n = 12, mean age 72.7 (11.4) yr
Interactive video-based home
telecare by nurse vs. telephone
calls by nurse vs.
Usual Care
> 75% of prescribed
doses taken measured
by self-report
At 2 mo, proportion adherent was
Telecare: 92% (12/13)
Telephone: 91% (10/11)
Control: 83% (10/12)
P = 0.75
Telecare vs. Control
0.46
Telephone vs. Control
0.37
Lee et al
(2006)
[63]
Multiphase, prospective
study with run-
in phase of 2 mo,
observational
phase of 6 mo, and
RCT of 6 mo/US
159 men and women with cardiovascular
risk factors
Intervention: n = 83, mean age 77 (10.5) yr
Control: n = 76, mean age 78 (6.2)yr
Time-specific blister packs,
medication education, and
pharmacist follow-up vs.
Usual Care
≥ 80% of prescribed
doses taken measured
by pill count
At 14 mo, proportion adherent was
Intervention: 97.4% (75/77)
Control: 21.7% (15/69)
P < 0.001
At 14 mo, mean adherence was
Intervention: 95.5 (SD = 7.7)
Control: 69.1 (SD = 16.4)
P < 0.001
2.72




2.10
Winland-
Brown and
Vallante
(2000)
[64]
RCT/US 61 men and women, mean age 87 yr
(SD not reported)
Voice-activated: n = 24
Medication box: n = 16
Control: n = 21
Voice-activated message and
automatic dispenser vs.
prefilled medication box vs.
Usual Care
Adherence measured
by pill count
After 6 mo, mean number of missed
doses was
Voice-activated: (1.7)
Medication box: (15.1)
Usual Care: (19.7)
F (2,59) = 20.28; P < 0.001
Voice activated was better than Medication
box (P < 0.01) and Usual Care
(P < 0.01)
−1.83

EEM = electronic event monitoring; RCT = randomized controlled trial.

*

Number in parentheses is standard deviation.

Four of the 5 studies showed that interventions using memory aids and cues, some in conjunction with newer technologies, improved adherence [59-61,63,64]. Jerant et al's [62] pilot study of real-time, interactive, video-based home telecare by a nurse, which incorporated a video conferencing device and an integrated electronic stethoscope, resulted in no significant differences between groups, perhaps owing to the small sample size. However, the results were in the expected direction with effect sizes of Cohen's d = 0.46 and 0.37 for telecare and telephone versus control, respectively. Effect sizes for the statistically significant interventions using memory aids and cues ranged from Cohen's d = 0.26 to 2.72. The largest effect size was observed for time-specific blister packs combined with education and pharmacist follow-up [63].

Discussion

This review of randomized controlled trials of interventions to optimize medication adherence in patients aged 65 years or older found only 28 educational interventions and 5 interventions of memory aids and cues meeting selection criteria. The studies were implemented in a variety of settings, such as primary care clinics, pharmacies, and patient homes, and included samples of older adults with specific chronic disorders as well as generally healthy older adults prescribed a variety of medications.

The evidence from this review does not clearly support one single intervention to optimize medication adherence in older patients. In general, educational interventions did not consistently improve medication adherence in older adults. Among the educational interventions, tailored interventions that involved ongoing contact with health care professionals, primarily pharmacists, or lay health mentors as well as an interactive computer-based educational session, seemed more effective than interventions with mailed patient educational materials or brief interactions. Interventions that used memory aids and provided cues to improve adherence were somewhat effective, but studies were few in number and additional research is needed. While some strategies, such as time-specific blister packs, could be easily implemented, other strategies involving newer computer-based technologies need to be replicated to be generalizable. These results are consistent with those of previous systematic reviews of interventions to improve medication adherence in older adults [18,24,27].

The studies included in this review had a number of methodologic weaknesses, which limits our ability to draw firm conclusions. First, all of the samples were chosen by convenience, so sampling bias was likely, making the results less generalizable to other samples of older adults. Indeed, a few investigators acknowledged that their samples tended to be highly motivated and adherent at baseline. Second, many studies did not report a power analysis and were underpowered to find statistically significant differences between groups. Other studies reported a power calculation for their sample size using an outcome other than adherence, suggesting that nonsignificant results for adherence may be related to lack of power. Third, because of the nature of the interventions, the investigators were not able to blind the participants and interventionists to group assignment, which could produce Hawthorne, novelty, and experimenter effects in the intervention group subjects. Fourth, an intention-to-treat analysis was not consistently used in the studies, which makes the results less generalizable to clinical practice. Fifth, dropout rates were not routinely reported across the studies and dropout rates that were reported ranged widely, greater in studies with longer follow-up periods and samples prone to worsening health conditions. Sixth, adherence rates to the intervention by the subjects were not reported. Seventh, intervention integrity was a problem in a few studies due to lack of time and motivation by the pharmacists [33,52,56], which limits generalizability of these interventions. Lastly, measurement of adherence was primarily by self-report, which tends to overestimate adherence as a result of recall bias and a desire to please the investigator. Further, assessing adherence at baseline and follow-up could potentially sensitize subjects to their adherence, producing a measurement effect and artificially inflating adherence.

EEM is one method increasingly used to assess medication adherence. EEM consists of a medication cap fitted with a microprocessor above the inner liner of the cap that records the date and time that the cap is removed from a standard medication vial. Each presumptive medication-taking event is recorded at the time of occurrence. Unlike other medication adherence measures, EEM shows patterns of adherence, timing of doses, extra doses, and nonadherence episodes that might otherwise be missed [65,66]. EEM also overcomes recording problems that might be associated with memory, willingness to report accurately, and failure to maintain records or return pills for pill counts. A disadvantage is that EEM can only document that the vial was opened and not that the medication was consumed at that time and that the prescribed dose was consumed. Further, EEM may underestimate medication adherence in patients who pocket dose their medications to be taken throughout the day [67]. Also, the cost of EEM may be prohibitive for large clinical trials as well as routine clinical care.

Our review has several limitations. Non-English language papers and literature over a decade old were excluded, so it is possible that some articles were not included in the review. Despite the careful literature search and appraisal, it is possible that some articles were overlooked.

Recommendations for future research include continuing to explore tailored interventions with ongoing contact. Future studies need to rectify the methodologic weaknesses evident in the extant literature and consistently provide complete statistical reports of adherence, specifically, means and standard deviations, proportions with exact frequencies as well as percentages, statistical values, and exact P values. Dropout rates should be reported within treatment groups at all time points. Future studies should clearly define adherence and use EEM when possible to enhance measurement accuracy as well as consistently report clinical as well as adherence outcomes. Consistent clinical outcomes, such as blood pressure in participants with hypertension, glycosylated hemoglobin in subjects with diabetes, serum cholesterol in those with hyperlipidemia, and hospitalizations in older adults with heart failure, would permit future meta-analyses to examine the impact of these interventions on clinical and adherence outcomes in older patients.

Acknowledgments

Funding/support: This paper was supported in part by the National Institutes of Health, National Institute of Nursing Research (P30 NR003924) and the National Institute on Aging (P30 AG024827).

Appendix. Search Strategies

MEDLINE
(patient compliance.sh.OR patient dropouts.sh.OR treatment
refusal.sh.OR patient compliance.ti,ab.OR adherence.ti,ab.OR
treatment persistence.ti,ab.OR noncomplian$.ti,ab) AND (exp
Drug Therapy.sh.OR medicat$.ti,ab.OR drug regimen$.ti,ab.OR
medication regimen$.ti,ab.OR treatment.ti,ab.) AND (exp Aged
OR elderly.ti,ab.OR geriatric$.tw.OR gerontolo$.tw.) AND (clinical
and trial.ti,ab.OR exp Clinical Trials.sh.OR clinical trial.pt.OR
randomized controlled trial.pt.OR random$.ti,ab.OR random
allocation.sh.)
CINAHL
(patient compliance.sh.OR patient dropouts.sh.OR treatment
refusal.sh.OR medication compliance.sh.OR self administration.
sh.OR patient compliance.ti,ab.OR adherence.ti,ab.OR treatment
adj persistence.ti,ab.OR noncomplian$.ti,ab.) AND (exp Drug
Therapy.sh.OR medicat$.ti,ab.OR drug regimen$.ti,ab.OR
medication regimen$.ti,ab.OR treatment.ti,ab.) AND (Exp Aged.
sh.OR elderly.ti,ab.OR geriatric$.ti,ab.OR gerontolo$.ti,ab.) AND
(exp Clinical Trials OR clinical and trial.ti,ab.OR clinical trial.pt.OR
random$.ti,ab.OR random.hw.)
PsycINFO
(treatment compliance.sh.OR treatment dropouts.sh.OR treatment
refusal.sh.OR drug self administration.sh.OR treatment adj
compliance.ti,ab. OR adherence.ti,ab.OR treatment persistence.
ti,ab.OR treatment dropout$.ti,ab.OR treatment adj refusal$.ti,ab.)
AND (exp Drug Therapy OR exp DRUGS OR drug.ti,ab.OR
treatment.ti,ab.OR regimen$.ti,ab.) AND (random$.ti,ab.OR clinical
trial$.ti,ab.OR treatment outcome$.ti,ab.OR control$.ti,ab.)
AND (limit to middle age <age 40 to 64 yrs> OR aged <age
65 yrs and older> OR very old <age 85 yrs and older>)
International Pharmaceutical Abstracts
(patient education interventions.sh.OR interventions patient education
.sh.OR interventions patient information.sh.OR interventions
patients.sh.OR interventions.hw.OR education.hw.) AND (compliance.
hw.OR compliance.fs.OR noncomplian$.tw.OR nonadheren$.
tw.OR treatment persistence.tw.) AND limit to journal articles
EMBASE
(randomization/de OR clinical trial/exp OR controlled trial/exp OR
controlled study/exp OR random* OR control*) AND (‘drug therapy’/
exp OR medicat* OR ‘drug regimen’) AND(patient compliance/de
OR treatment refusal/de OR illness behavior OR patient dropout
OR medication compliance OR medication adherence OR patient
compliance OR treatment persistence OR noncomplian*) AND
(aged/exp OR elderly OR geriatric* OR gerontolog*) AND (intervention*
OR outcome* OR treatment outcome/exp OR education)

exp = explode; .fs. = floating subheading; py = publication year; .sh. and /de = subject heading; .ti,ab. = title and abstract; $ and * = truncation symbols.

Footnotes

Financial disclosures: None.

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