Abstract
Background
Prognosis is worse in unmarried patients compared to married patients with heart failure (HF). The reasons for differences in outcomes are unclear, but variations in medication adherence may play a role, as medication adherence is essential to achieving better outcomes.
Objective
To determine whether medication adherence mediated the relationship between marital status and cardiac event-free survival in patients with HF.
Method
Demographic, clinical and psychosocial data were collected by questionnaires and medical record review for 136 HF patients (61 ± 11, 70% male, 60% NYHA III/IV). Medication adherence was monitored objectively for 3 months using the Medication Event Monitoring System. Cardiac event-free survival data were obtained by patient/family interview, hospital data base and death certificate review. A series of regression and Cox-survival analyses were performed to determine whether medication adherence mediated the relationship between marital status and event-free survival.
Results
Cardiac event-free survival was worse in unmarried patients than married patients. Unmarried patients were more likely to be nonadherent and were 2 times more likely to experience an event than married patients (p = .017). Marital status was not a significant predictor of event-free survival after entering medication adherence in the model, demonstrating a mediation effect of adherence on the relationship of marital status to survival.
Conclusion
Medication adherence mediated the relationship between marital status and event-free survival. It is important to design interventions to increase medication adherence that take into account subgroups, such as unmarried patients, who are at higher risk for nonadherence.
Keywords: medication adherence, heart failure, outcomes, marital status, mediator
Introduction
Heart failure (HF) is a serious chronic condition that afflicts over 5.8 million people in the United States (US).1 About 670,000 new cases are diagnosed each year for people who are 45 years of age and older.1 The HF incidence approaches 1% for those who are 65 years and older.1 Therefore, due to an aging population and increased survival from cardiovascular diseases, the number of patients with HF is expected to increase.
Medication adherence is crucial to achieve optimal HF outcomes.2-7 Patients with HF are prone to exacerbations unless they consistently adhere to their medical regimen. Most patients with HF are older with physical limitations. These patients often require assistance to adhere to prescribed medication (e.g., transportation to physician’s office to keep the prescription updated, transportation and money to refill the prescription, reminders to take prescribed medications, and support to overcome cognitive changes and fatigue that could affect their ability to take medications as prescribed).8-12 Without a spouse or partner, patients with HF often have difficulty securing assistance for these needs.13
Rehospitalization and mortality rates are higher in unmarried patients with HF compared to married patients.14, 15 Chin and Goldman15 followed 257 patients with HF and found that single patients had significantly higher rates of readmission and death than married patients. In a prospective study, other investigators identified marital quality as a predictor of survival.14 The reasons for the difference in outcomes between married and unmarried patients are unclear. Prior researchers have suggested that unmarried patients with HF have lower adherence rates than married patients with HF.16-19 Likewise, we have already reported that medication adherence20 and marital status21 independently predicted event-free survival in patients with HF. However, we do not know whether differences in medication adherence play a role in differences in outcomes between married and unmarried patients. Accordingly, the purpose of this study was to determine whether medication adherence mediates the relationship between marital status and cardiac event-free survival in patients with HF. A mediator is a variable that helps to explain how or why the independent variable predicts the outcome variable and enables investigators to explore the mechanism behind the relationship between the independent variable and the outcome variables.22, 23 Moreover, married patients tend to report more social support24, 25 and patients with more social support have better medication adherence.26, 27 Investigators have postulated that it is not marital status alone, but the interaction of marital status and social support that is related to medication adherence.17, 18, 28 ENREF 44 Therefore, the relationships among marital status, social support and medication adherence were also examined.
Methods
Study Design
This was secondary data analysis from a prospective, longitudinal study8, 20, 29, 30 in which we examined whether the relationship between marital status and event-free survival was explained by medication adherence in patients with HF.
Samples and Setting
Detailed eligibility criteria and recruitment methods have been published previously.8, 20, 29, 30 ENREF 21 In short, patients were recruited from outpatient cardiology clinics and inpatient cardiology wards in one Southern state. Patients with a confirmed diagnosis of chronic HF who were on stable doses of HF medications were enrolled in the study. Patients could have HF from either preserved or non-preserved systolic function. Patients were excluded if they had obvious cognitive impairment (i.e., can’t give informed consent or participate in an interview), or if they had a co-existing terminal illness expected to affect study outcomes.
Variables and Measures
Marital status
Marital status was the independent variable in this study. Patient self-reported marital status was collected by patient interview. Patients who were never married, divorced, or widowed were categorized as unmarried. Those who were married or cohabitated with a significant other were categorized as married.
Medication adherence
Medication adherence was assessed daily for 3 months using a microelectronic medication monitoring device (Medication Event Monitoring System [MEMS], AARDEX®-USA, Union City, CA). The MEMS registered each date and time the cap was removed. Medication adherence from the MEMS was defined as the percentage of days the correct number of doses were taken during the 3-month monitoring period.31 Patients who took the correct number of doses on at least 88% of days were categorized as adherent, while all others were categorized as non-adherent. This cutpoint was chosen based on research demonstrating that adherence at or above this level predicted better event-free survival.30
Each patient was asked to put one HF prescription medication in the MEMS bottle. Priority was given to medications taken twice a day. The beta-adrenergic antagonist agent was chosen primarily as the drug to monitor, unless the patient was not prescribed one. In those cases, the angiotensin-converting-enzyme (ACE) inhibitor or angiotensin receptor blocker (ARB) was used. If the participant was not prescribed a beta-antagonist, or ACE inhibitor or ARB, a diuretic or digoxin was monitored in the MEMS bottle. Prior researchers have demonstrated that use of the MEMS to monitor only one medication is sufficient to reflect medication taking behavior related to total patient medication regimens,32-34 that opening of the bottle does reflect actual medication taking,32, 35 and that use of the MEMS does not inflate adherence artificially.36 Each patient was given a MEMS diary to record unscheduled cap openings (e.g., refilled the bottle without taking a dose, opened by accident). These unscheduled openings were excluded when data were downloaded.
Cardiac event-free survival
The outcome variable was the composite end-point of time to the first occurrence of one of the following events: cardiac ED visits, cardiac hospitalizations and cardiac mortality (i.e., cardiac event-free survival). Data about cardiac event-free survival were obtained by patient/family interview, hospital data base review and review of death certificates and records. During data collection, the date and reasons for ED visits, hospitalization and death were noted. If there was a difference between patient/family report and the hospital records, we carefully reviewed the medical record to confirm the visit date and reason, and discussed the discrepancy with the patient or family.
Demographic variables
Age, gender, and education level were collected as demographic variables. Patient age, gender, and education level were collected from patient interview.
Clinical variables
Left ventricular ejection fraction (LVEF), New York Heart Association (NYHA) functional class, body mass index (BMI), and medication-taking behaviors were collected as clinical variables. LVEF was collected from the medical record review. NYHA class was determined by standardized patient interview.37 Body mass index was calculated as weight (kg)/height (m2). Medication-taking behaviors were measured by the Medication Adherence Scale developed by our research team and validated in patients with HF.38
Psychological variables
Perceived social support, anxiety, and depressive symptoms were collected as psychological variables. Perceived social support was assessed using the Multidimensional Perceived Social Support Scale (MPSSS). The MPSSS is a reliable and valid instrument.39, 40 Internal consistency reliability of the MPSSS for this study was demonstrated by a Cronbach’s alpha of .95. Anxiety was measured by the Anxiety Subscale of the Brief Symptom Inventory (BSI). Depressive symptoms were assessed using the Patient Health Questionnaire (PHQ). The BSI Anxiety subscale41 and PHQ-942, 43 have established reliability and validity.
Procedure
The study received approval from the appropriate Institutional Review Boards and all patients provided written, informed consent. Patient demographic, clinical, and psychological data were collected at baseline and medication adherence monitoring with the MEMS was initiated and continued for 3 months. Outcome data for hospitalizations and cardiac event-survival were assessed up to 3.5 years by telephone interview and by reviewing patient medical records.
Data Management and Analysis
All data analyses were performed using SPSS (Chicago, IL), version 17.0; a significance level of .05 was chosen a priori. Data analysis began with a descriptive examination of all variables, including frequency distributions, means, standard deviations, medians, and interquartile ranges, as appropriate to the level of measurement of the variables.
Patients were divided into adherent and nonadherent groups based on their medication adherence rate measured by the MEMS using a cutpoint of 88%30 and into married or un-married groups. Logistic regressions and t-tests were used to examine the relationships among marital status, social support and medication adherence. The log-rank test was used to compare the time to event-free survival between patients in married and un-married groups. Kaplan-Meier plots were used to graphically depict group differences in event-free survival. Cox proportional hazards regression modeling was used to assess the time to event-free survival between these two groups with and without controlling for the following potential covariates: age, gender, education level, LVEF, NYHA class, perceived social support, anxiety, and depressive symptoms.
To test whether medication adherence was a mediator of the relationship between marital status and event-free survival, a series of regression models and Cox-survival analyses were conducted. The test for mediation followed the steps outlined by Baron et al.22, 23, 44, 45 Four regression models were performed to test for the mediator effect. The first model tested whether marital status (the independent variable) was a predictor of medication adherence (mediator). The second model tested whether medication adherence was a predictor of event-free survival (outcome variable). The third model tested whether marital status was a predictor of event-free survival. In the fourth model, both marital status and medication adherence (independent and mediator variables) were entered simultaneously as predictors of event-free survival (outcome variable). The following conditions had to be met for a mediator effect to be present: 1) the first, second, and the third models were significant, and 2) the p value of the coefficient associated with the independent variable (marital status) in the fourth model was higher (partial mediator) or was non-significant (full mediator) compared to the p value in the third model.22, 23, 46
Results
Patient Characteristics
A total of 136 patients with HF and complete MEMS data were included in the analysis. The mean age of patients in the sample was 61 ± 11 years and about two thirds of patients had advanced HF (NYHA class III or IV) with an average LVEF of 35 ± 14%. The majority of the patients were male (70%) and Caucasian (90%). One quarter of the patients did not complete high school.
A majority of participants were married (62%). Significantly more male patients were married (78.6%) than female patients (21.4%) (p = .007). There were no group differences based on support from government insurance (i.e., Medicare or Medicaid), financial status, BMI, or co-morbidities (i.e., diabetes, hypertension, previous myocardial infarction and stroke). Full sample characteristics and comparisons of married vs. unmarried groups are presented in Table 1.
Table 1.
Sample Characteristics and comparison of married vs. unmarried groups
| Characteristics | Total Sample (N = 136) |
Married (n = 84) |
Unmarried (n = 52) |
p |
|---|---|---|---|---|
| Age, years | 61 (11) | 60 (11) | 62 (11) | .32 |
| Female | 41 (30.1) | 18 (21.4) | 23 (44.2) | .01 |
| Education | 12.6 (3.3) | 12.4 (3.5) | 12.8 (2.8) | .45 |
| Financial status | .41 | |||
| Comfortable | 33 (24.6) | 23 (27.7) | 10 (19.6) | |
| Enough to make ends meet | 71 (53.0) | 44 (53.0) | 27 (52.9) | |
| Not enough to make ends meet | 30 (22.4) | 16 (19.3) | 14 (27.5) | |
| With government or commercial insurance | ||||
| With government insurance | 106 (77.9) | 66 (78.6) | 40 (76.9) | .83 |
| LVEF, % | 34.6 (14.1) | 33.7 (13.6) | 36.1 (15.1) | .34 |
| NYHA functional class | .19 | |||
| I/II | 54 (39.7) | 34 (40.4) | 20 (38.4) | |
| III | 63 (46.3) | 42 (50.0) | 21 (40.4) | |
| IV | 19 (14.0) | 8 (9.5) | 11 (21.2) | |
| Charlson comorbidity index | 3.3 (1.7) | 3.3 (1.7) | 3.5 (1.6) | .51 |
| Hypertension | 104 (79.4) | 64 (79.0) | 40 (80.0) | 1.00 |
| Diabetes | 64 (47.8) | 37 (45.1) | 27 (51.9) | .48 |
| Stroke | 25 (18.7) | 16 (19.5) | 9 (17.3) | .82 |
| Previous MI | 80 (61.1) | 49 (61.3) | 31 (60.8) | 1.0 |
| BMI | 31.8 (6.6) | 32.3 (6.7) | 31.1 (6.5) | .32 |
| Taking BB | 121 (89.0) | 76 (90.5) | 45 (86.5) | .58 |
| Perceived social support | 66.3 (18.4) | 70.8 (15.1) | 58.8 (21.0) | .01 |
| Anxiety | .73 (.75) | .74 (.69) | .72 (.86) | .89 |
| Depressive symptoms | 7.0 (.59) | 6.7 (5.7) | 7.3 (6.2) | .61 |
| Medication adherence | 80.7 (22.8) | 85.1 (18.2) | 73.7 (27.4) | .01 |
Data are presented as means (SD), or N (%), interval level data compared by independent t-test, nominal and categorical by Chi-square; BB = beta blocker; LVEF = left ventricular ejection fraction; MI = myocardial infarction; NYHA = New York Heart Association
Marital status, perceived social support, and medication adherence
Of the total sample, 56% were classified as adherent. Sixty-three percent of married patients were classified as adherent, while only 44% of unmarried patients were classified adherent (p = .035). Compared to married patients, those who were unmarried were 2.2 times more likely to be nonadherent to their prescribed medication (p = .033). Married patients perceived more social support compared to unmarried patients (70.8 vs. 58.8, p = .001); likewise, adherent patients had higher perceived social support scores than nonadherent patients (69.1 vs. 62.8, p = .049). More married patients reported having someone usually remind them to take their prescribed medications compared to unmarried patients (p = .036). Also, more married patients reported having someone to help them take their prescribed medications than unmarried patients (p < .001).
Marital status, medication adherence and event-free survival
There was 1 HF death (.7%), 31 (22.8%) cardiac-related hospital admissions, and 6 (4.4%) ED visits due to cardiac reason. There was no difference in cardiac mortality rates between unmarried and married patients (2% vs. 0%, p = .959). The rate of cardiac hospitalizations was higher in unmarried patients than married patients (31% vs. 18%, p = .035). In Kaplan-Meier analysis, the composite endpoint of cardiac event-free survival was significantly shorter in unmarried patients than in married patients (706 days vs 873 days, p = .034, Figure 1).
Figure 1.
Kaplan-Meier survival plot of marital status and event-free survival
In a series of regression models and Cox-survival analyses, medication adherence mediated the relationship between marital status and event-free survival based on the following sequence of regression analyses. First, in Path A (Figure 2), marital status independently predicted medication adherence (p = .033). Second, in Path B, patients who were nonadherent had 3.1 times greater risk of a cardiac event than adherent patients (p < .001). Third, in Path C, marital status was an independent predictor of cardiac event-free survival. Patients who were unmarried had 2 times the risk of experiencing a cardiac event than patients who were married, before and after adjusting for age, gender, education level, LVEF, NYHA class, BMI, perceived social support, anxiety, and depressive symptoms (Table 2). In the final Path D, marital status was no longer a significant predictor of event-free survival when medication adherence was entered into the model (p = .08), indicating medication adherence is why married patients have better event-free survival. Married patients were more likely to be adherent to their prescribed medication and therefore had a longer cardiac event-free survival.
Figure 2.
Medication adherence is a mediator between marital status and event-free survival
Path A: Test of whether marital status is a predictor of medication adherence.
Path B: Test of whether medication adherence is a predictor of cardiac event-free survival.
Path C: Test of whether marital status is a predictor of cardiac event-free survival.
Path D: Test of whether marital status and medication adherence together are predictors of cardiac event-free survival.
Table 2.
Cox Regression Modeling: Marital Status on Cardiac Event-free Survival (N = 136)
| Variables | Hazard Ratio | 95% CI | p |
|---|---|---|---|
| Simple Cox Regression | |||
| Marital status | 2.13 | 1.15-3.94 | .017 |
|
| |||
| Multiple Cox Regression | |||
| Step1 | |||
| Age | .98 | .95-1.02 | .349 |
| Gender | .70 | .30-1.63 | .405 |
| Education level | 1.00 | .85-1.17 | .965 |
| LVEF | .99 | .96-1.02 | .508 |
| NYHA | 1.19 | .77-1.84 | .441 |
| BMI | .93 | .87-.99 | .021 |
| Perceived social support | 1.00 | .98-1.02 | .793 |
| Anxiety | 1.15 | .75-1.77 | .529 |
| Depressive symptoms | 2.31 | 1.01-5.31 | .048 |
|
| |||
| Step2 | |||
| Marital status | 2.04 | 1.02-4.07 | .044 |
|
| |||
| Step3 | |||
| Medication adherence | 3.23 | 1.57-6.62 | .001 |
BMI = Body Mass Index; CI = confidence interval; LVEF = left ventricular ejection fraction; NYHA = New York Heart Association
We also conduct the analyses with medication adherence as a continuous variable. In Path A, marital status independently predicted medication adherence (p = .004). In Path B, medication adherence predicted cardiac event-free survival (p = .011). In the Path C, marital status predicted cardiac event-free survival (p = .017). In the final Path D, marital status was no longer a significant predictor of event-free survival when medication adherence was entered into the model (p = .139). These analyses indicated that medication adherence truly was a mediator between marital status and cardiac event-free survival when analyzed as either a dichotomized or continuous variable.
Discussion
This is the first study to examine mediation between marital status and outcomes in patients with HF. Unmarried patients with HF had a higher risk of cardiac events21 than married patients. Nonadherent patients had greater risk for having an event compared to adherent patients.20, 30 Our study extends these findings by demonstrating that that medication adherence mediates the relationship between marital status and outcomes in patients with HF.
Our results are consistent with other studies in which the rates of cardiac events were higher in unmarried patients compare to married patients with HF,14, 15, 21 and those with myocardial infarction.13 Chin and Goldman found that HF patients who were single were more likely to be readmitted to the hospital or die (HR = 2.1, 95% CI = 1.3 to 3.3).15 Coyne et al.14 followed 189 patients with HF for four years and reported that marital status was a predictor of event-free survival in patients with HF (HR = 2.72).21 Marital quality was also a predictor of survival in these patients. In a prospective study of 1,401 patients with myocardial infarction,13 unmarried patients had a significantly higher mortality rate than married patients, both in-hospital and after discharge.
Investigators have suggested that better outcomes of married patients might be associated with greater patient adherence to medical therapy and lifestyle recommendations.14, 47 The major finding of our study was that married patients were more likely to be adherent to prescribed medications, which was also the strongest predictor of better outcomes. Prior studies of the relationship between marital status and medication adherence have produced inconsistent results.17-19, 26, 48-50 While no prior investigator examined the relationship between marital status and medication adherence in HF, seven research studies have been published in patients with other chronic conditions.17-19, 26, 48-50 In four of the seven studies, the investigators reported no differences in medication adherence based on marital status.26, 48-50 However, in a study of 1,326 patients with coronary artery disease, unmarried patients were more likely to discontinue taking medications against their doctor’s advice.17 Likewise, in two other studies, unmarried participants were less adherent to prescribed medication than married participants.18, 19 It is unclear why married patients are more likely to be adherent than unmarried patients. Investigators have suggested one reason may be that spouses facilitate adherence by providing practical support.17, 18 Rich et al. suggested that the presence of a spouse or other caregiver may increase adherence through direct supervision of medication administration.28 It appears that without the help of their family members, patients have difficulty adhering to their medication regimen, keeping their physician appointments, and following their medical plan.9, 10, 16, 51 In our study, compared to unmarried patients, married patients more often reported having someone usually remind them about taking their prescribed medications. They also more often reported having someone help them take their medication. Married patients perceived more social support and received more reminders and help from their spouses or partners than unmarried patients. Under these circumstances, it may not be surprising that married patients have better medication adherence compared to unmarried patients with HF.
In our study, medication adherence emerged as a mediator between marital status and poorer outcomes. When we compared sociodemographic and clinical variables between married and unmarried participants, gender, perceived social support and medication adherence were different between these two groups. Although the unmarried group had more female participants than the married group, gender was not related to event-free survival. This result is consistent with prior studies showing no gender difference in rehospitalization or mortality in HF.52, 53
Limitations
There are a few limitations that might compromise the generalizability of the findings. First, we did not measure quality of the marital relationship. A poor quality marital relationship might cause more stress in daily life and exacerbate HF.14 ENREF 15 Further research is needed to examine quality of marriage, medication adherence and outcomes in patients with HF. It is also possible that married patients more closely followed a low salt diet or engaged in more physical activity compared to unmarried patients. However, these factors were not measured in this study. Inclusion of other potential factors related to marital status and medication adherence in future studies will provide further insight into the relationships among marital status, medication adherence and outcomes.
There were more male patients who were married in our study than female married patients. Although this may limit our ability to generalize the results to married females, we did adjust for gender in the multiple Cox regression. Finally, patients with HF need to take their prescribed medications for the remainder of their lives. It is possible that our 3 month monitoring period did not reflect long-term medication adherence. However, we feel that a 3-month period could also be an advantage. We were able to observe a medication-taking behavior pattern that affected cardiac event-free survival without placing too much burden on the research participants. Further longer-term measurement of medication adherence using the MEMS would be useful to confirm the findings from this study.
Conclusion
The major finding of this study was that medication adherence was a mediator of the relationship between marital status and cardiac event-free survival in this sample. Thus, determining patient marital status can help to identify those who are at higher risk of worse medication adherence and poorer outcomes. It is important to design interventions to improve medication adherence and outcomes that take into account subgroups, such as unmarried patients, who are at higher risk for nonadherence and poorer outcomes.
Acknowledgements
This study was supported by funding from the Philips Medical-American Association of Critical Care Nurses Outcomes Grant, American Heart Association Great River Affiliate Post-doctoral Fellowship to Jia-Rong Wu, University of Kentucky General Clinical Research Center (M01RR02602), grant # R01 NR008567 from the National Institute of Nursing Research and a Center grant to the University of Kentucky, College of Nursing from NIH, NINR, 1P20NR010679. The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institute of Nursing Research or the National Institutes of Health.
Footnotes
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Contributor Information
Jia-Rong Wu, University of North Carolina at Chapel Hill, School of Nursing.
Terry A. Lennie, University of Kentucky, College of Nursing.
Misook L. Chung, University of Kentucky, College of Nursing.
Susan K. Frazier, University of Kentucky, College of Nursing.
Rebecca L. Dekker, University of Kentucky, College of Nursing.
Martha J. Biddle, University of Kentucky, College of Nursing.
Debra K. Moser, University of Kentucky, College of Nursing.
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