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. Author manuscript; available in PMC: 2020 Jun 1.
Published in final edited form as: J Pain. 2018 Dec 10;20(6):629–644. doi: 10.1016/j.jpain.2018.11.012

Racial-Ethnic Differences in Osteoarthritis Pain and Disability: A Meta-Analysis

Ivana A Vaughn *,, Ellen L Terry , Emily J Bartley , Nancy Schaefer , Roger B Fillingim
PMCID: PMC6557704  NIHMSID: NIHMS1016001  PMID: 30543951

Abstract

Osteoarthritis (OA), a leading cause of disability and pain, affects 32.5 million Americans, producing tremendous economic burden. While some findings suggest that racial/ethnic minorities experience increased OA pain severity, other studies have shown conflicting results. This meta-analysis examined differences in clinical pain severity between African Americans and Non-Hispanic Whites with osteoarthritis. Articles were initially identified October 1–5, 2016, and updated May 30, 2018 using PubMed®, Web of Science™, PsycINFO, and the Cochrane Library. Eligibility included English-language peer-reviewed articles comparing clinical pain severity in adult Black/African American and Non-Hispanic White/Caucasian patients with osteoarthritis. Non-duplicate article abstracts (N=1,194) were screened by four reviewers, 224 articles underwent full text review, and 61 articles reported effect sizes of pain severity stratified by race. Forest plots of standard mean difference showed higher pain severity in African-Americans for studies using the Western Ontario and McMasters Universities Osteoarthritis Index (WOMAC) (0.57; 95%CI: 0.54, 0.61) and non-WOMAC studies (0.35; 95%CI: 0.23, 0.47). African-Americans also showed higher self-reported disability (0.38; 95%CI: 0.22, 0.54) and poorer performance testing (−0.58; 95%CI: −0.72,−0.44). Clinical pain severity and disability in OA is higher amongst African Americans and future studies should explore the reasons for these differences to improve pain management.

Perspective

This meta-analysis shows that differences exist in clinical pain severity, functional limitations and poor performance between African Americans and Non-Hispanic Whites with osteoarthritis. This research may lead to better understanding of racial/ethnic differences in OA-related pain.

Keywords: Osteoarthritis, Race/Ethnicity, Pain, Disability, Meta-Analysis

Introduction

Osteoarthritis (OA) affects 32.5 million individuals and is among the leading causes of pain and disability in the United States, with annual direct (i.e., medical expenditure) and indirect (i.e., loss earnings) costs estimated at $16,000 per patient and an annual societal economic impact of $486 billion.134 OA is a significant cause of musculoskeletal pain, stiffness, swelling, and restricted range of motion 37, and adversely impacts mobility 15, activities of daily living 127, quality of life 2, and psychological functioning.54 Although any joint can develop OA, the knee, hand, and hip joints are typically affected, with the knee being the most commonly affected joint.36 In addition, older women aged ≥55 have a higher prevalence and severity of OA.132

There is considerable evidence that pain severity and disability vary considerably across people and often correlate poorly with the severity of joint changes observed radiographically.16,90 The discordance between radiographic findings and OA-related pain and disability suggests that factors other than joint pathology influence OA-related pain and disability.70 While the mechanisms underlying OA-related pain and disability remain poorly understood, OA progression can be influenced by person-level risk factors such as age, sex, obesity, genetics, race/ethnicity, and socioeconomic status, in addition to joint-level risk factors such as injury, occupational, malalignment, and abnormal loading of the joints.6,77,92,109,111

One risk factor that appears to contribute importantly to OA-related pain and disability is racial and ethnic background.3,5,52,79,108 For instance, a greater proportion of racial/ethnic minorities, specifically African Americans (AAs), have both radiographic and symptomatic knee OA, compared to their non-Hispanic White (NHW) counterparts.39,79,108 Moreover, several studies have reported greater pain severity 5,34,52,56,113 and greater pain-related disability 22,49,113,129 among AA, compared to NHW individuals with OA. Furthermore, older AA women are disproportionately affected by functional limitations and disability from OA in comparison to other NHW women with OA 7,22,46 Longitudinal data from the 1998–2004 Health and Retirement Study, revealed that AA women with arthritis but no disability at baseline experienced disability at almost twice the rate of their NHWs counterparts over the ensuing 6-year period.126 However, other studies have found conflicting results, with some findings showing NHWs having higher incidence of hand or hip OA 38,103 and pain severity 122,139 compared to AAs, while other studies found equivalent pain severity among AA and NHW individuals with OA.11,20 In light of the conflicting evidence in the literature, it is important to better characterize racial/ethnic differences in OA-related pain.

The objectives of the current meta-analytic review were to systematically examine differences in clinical pain severity between AAs and NHWs with OA and to quantify the magnitude of these effects. A secondary aim was to examine race group differences in OA-related disability in these same studies.

Methods

Information Sources

Articles were initially identified October 1–5, 2016 using MEDLINE® (PubMed®), Web of Science™ Core Collection, PsycINFO (EBSCOhost Web), and the Cochrane Library. The search process was again repeated November 9, 2017 and May 30, 2018 to identify additional articles published since the initial literature search. Backward and forward references of key articles were investigated in Web of Science for additional studies. Major concepts of chronic pain, racial disparities, and osteoarthritis were searched in combinations of MeSH terms, PsycINFO descriptors, and truncated or phrase searched keywords in the title and abstract when permitted. The detailed search strategies employed for each data source are included in the Appendix.

Articles from data sources were selected for screening if they involved osteoarthritis, chronic pain, older adults and examined racial or ethnic differences. Candidate articles were randomly divided amongst four reviewers and screened for eligibility.

Eligibility Criteria

Inclusion:

Eligibility included all English-language peer-reviewed articles from clinical trials and observational studies on clinical pain severity and race. Patient populations were adults ≥ 18 years with osteoarthritis that included both Black/African-Americans and Non-Hispanic White/Caucasians patients. The use of the WOMAC (Western Ontario McMaster Osteoarthritis Index) or other standard measure such as the Visual Analog Scale (VAS), Numeric Rating Scale (NRS) or Arthritis Impact Measurement Scales 2 (AIMS2) was required for clinical pain severity.17,99,138 Articles that reported bivariate effect sizes of clinical pain severity stratified by race were included in final qualitative synthesis. Quantitative analysis used forest plots and consisted of unique studies reporting standard mean, standard deviation and sample size.

Exclusion:

Study populations with only one racial/ethnic group were not included, nor were studies comparing other racial groups (e.g. Whites vs. Asians). Only publications reporting primary data were included; thus review articles, meta-analyses, and grey literature were excluded from the review.

Data Extraction & Measures

The primary outcome of this study was standard mean difference (SMD) of clinical pain severity between Black/African-Americans and White/Caucasians. The SMD and 95% confidence interval was calculated using Cochrane Collaboration Review Manager (RevMan v 5.3).118 The unadjusted mean pain score, standard deviation, and sample size were extracted for each article included and used to generate forest plots. Articles that had missing data were kept for qualitative synthesis, along with articles that had odds ratio, proportions or other type of effect size instead of mean pain score. The type of assessment used to evaluate pain severity was categorized as Western Ontario McMaster Osteoarthritis Index (WOMAC), Numeric Rating Scale (NRS), Visual Analog Scale (VAS), or Other.17,99,138

The following study characteristics were extracted during article review: name of first author, journal, title and year of publication, study design, type of osteoarthritis, and source of data or study population. To investigate additional characteristics, each article was assessed for whether pain was treated as a primary outcome or a secondary outcome, and race was treated as a primary predictor variable or a control variable. We also assessed if the study reported on disability and socioeconomic status like income, education or employment.

Data Synthesis

Studies using WOMAC to assess pain were assumed to have a fixed distribution of effect sizes. When calculating non-WOMAC studies, a random distribution was assumed since the pooled effect size reflected multiple types of pain scales. For most pain measures, higher scores indicate worse outcome or most severe pain. To permit consistent interpretation, self-reported pain scales for which higher scores reflect better outcomes were recalculated by subtracting the mean score from the maximum possible value for that scale (e.g. SF-36v2). Self-reported disability scales were treated in a similar manner and recalculated as needed. However, for performance testing measures (e.g. Short Physical Performance Battery) lower scores are indicative of worse outcome or level of functioning, and the original values were retained. Any article using a single composite scale for both pain and disability was only attributed to the pain analyses. If an article reported using a pain and/or disability subscale, then it was reported in the pain and disability forest plots, respectively.

To assess evidence of bias, RevMan 5.3 was used to generate funnel plots of the standard error by SMD. Funnel plots for pain and disability measures are in the Appendix.

Results

Study Selection

A total of 1,194 non-duplicate articles were screened and 224 articles underwent full text review (Figure 1). Of these, 61 articles reported effect sizes of pain severity stratified by race, 42 articles reported mean pain scores, and 28 unique studies were identified for quantitative analysis. No unique, eligible articles were discovered from reference lists.

Figure 1:

Figure 1:

PRISMA Diagram

Study Characteristics

The most common clinical pain measure (N=31) was the WOMAC (Western Ontario and McMaster Universities Osteoarthritis Index); both the pain subscale and full scale were used.17 Several articles (N=40) used other pain scales to assess pain including VAS/NRS (N=12), Arthritis Impact Measurement Scales (AIMS2; N=4), Lequesne Index of Severity for Osteoarthritis (N=2), Philadelphia Geriatric Center (PGC) Pain Scale (N=2), and Medical Outcomes Study 36-item Short Form (SF-36v2) Bodily Pain subscale (N=2).91,96,99,138 In some articles (N=9), a single pain question was utilized. Examples include: “On most days do you have pain, aching, or stiffness in your [study joint]?”; “Have you had any joint pain in your [study joint] in the last month lasting most of the month?”; “Have you had any pain in your [study joint] on most days for at least 6 weeks?”; “Do you have any chronic, recurrent, or long-lasting pain, more than aches and pains that are fleeting and minor?”. For a complete list of clinical pain measures and study characteristics, refer to Table 1.

Table 1 :

Summary of Included Articles

Author Journal Year OA Site Dataset/
Population
Race Sample
Size
Parameter Disab SES Pain
Scale
Forrest
Plot?
Results

Albert1 J Cross Cult
Gerontol
2008 Hip,
Knee
Allegheny County,
PA
Primary
predictor
B:284,
W:267
Mean Pain
Score
No No VAS Yes B>W
Allen7 Osteoarthritis
Cartilage
2009 Hip
,knee
JoCo OA Project Primary
predictor
B:442,
W:926
Mean Pain
Score, Mean
Difference(β)
Yes Yes WOMAC Yes B>W*
Allen8 Osteoarthritis
Cartilage
2010 Hip,
Knee
SeMOA, Durham
VAMC
Primary
predictor
B:221,
W:270
Mean Pain
Score, Mean
Difference(β)
Yes Yes AIMS2 Yes B>W*
Allen5 J Rheumatol 2012 Knee JoCo OA Project Primary
predictor
B:891,
W:1857
Mean
Difference(β)
No Yes WOMAC No B>W*
Ang12
Med Care 2002 Hip,
Knee
Cleveland VAMC Primary
predictor
B:262,
W:334
Mean Pain
Score
Yes Yes WOMAC,
Lequesne
Yes B=W
Ang10
J Rheumatol 2003 Hip,
Knee
Cleveland VAMC Primary
predictor
B:262,
W:334
Mean Pain
Score, Mean
Difference(β)
Yes Yes WOMAC,
Lequesne
Yes B=W
Ang13
J Rheumatol 2009 Hip,
Knee
Indianapolis
VAMC, Wishard
Hospital
Primary
predictor
B:260,
W:425
Proportion by
pain status
Yes Yes WOMAC No B=W
Blanco20 J Am Geriatr
Soc
2012 Unspec EAS Primary
predictor
B:56,
W:157
Median Pain
Score
Yes Yes TPI No B=W
Burns22 J Natl Med
Assoc
2007 Knee FAST Primary
predictor
B:131,
W:387
Mean Pain
Score
Yes No Knee Pain
Scale
Yes B=W
Cano26 J Pain 2006 Unspec Detroit
Metropolitian, MI
Primary
predictor
B:58, W:69 Mean Pain
Score
Yes Yes MPI Yes B>W*
Colbert31 Artdritis Care
Res (Hoboken)
2013 Knee OAI Primary
predictor
B:595,
W:3100
Mean Pain
Score
Yes Yes WOMAC Yes B>W*
Collins32 Osteoartdritis
Cartilage
2014 Knee OAI Control B:413,
W:1290
Prevalence
by pain
status (mild,
mod, severe)
Yes Yes WOMAC No B>W
Conroy33 Artdritis Care
Res (Hoboken)
2012 Knee Healtd ABC Study Control B:381,
W:477
Proportion w/
radiographic
OA pain
No No WOMAC No B<W
Cruz-Almeida35 Artdritis
Rheumatol
2014 Knee UPLOAD Study Primary
predictor
B:147,
W:120
Mean Pain
Score, Mean
Difference(β)
Yes Yes WOMAC,V
AS, GCPS
Yes B>W*
Dillon38 Am J Phys
Med Rehabil
2007 Hand NHANES III Control B:486,
W:1379
Proportion w/
Symp OA
Yes Yes ACR/
NHANES
criteria
No B<W
Dominick42 J Natl Med
Assoc
2004 Unspec Durham VAMC Primary
predictor
B:61,
W:141
Mean Pain
Score
Yes Yes WOMAC Yes B>W*
Eberly45 PLos One 2018 Knee UNM Ortdopaedics
Clinic
Primary
predictor
B:10,
W:191
Mean Pain
Score
No No NRS Yes B>W
Flowers48 Arthritis Res
Tder
2018 Knee,
Hip
Spine
JoCo OA Project Primary
predictor
B:735,
W:1410
Proportion w/
Symptoms
No No Single
pain
question
No B>W
Gandhi51 J Rheumatol 2008 Hip,
Knee
Toronto Western
Hospital
Primary
predictor
B:20,
W:1488
Mean Pain
Score
Yes No WOMAC Yes B>W
Glover52 Arthritis
Rheum
2012 Knee UPLOAD Study Primary
predictor
B:45, W:49 Mean Pain
Score
Yes No WOMAC Yes B>W*
Glover53 Clin J Pain 2015 Knee UPLOAD Study Control B:141,
W:115
Mean Pain
Score
Yes No WOMAC Yes B>W*
Golightly56 Aging Clin Exp
Res
2005 Hip,
Knee,
Back,
Foot,
Ankle
Durham VAMC Primary
predictor
B:61,
W:141
Mean Pain
Score, Mean
Difference(β)
Yes Yes WOMAC Yes B>W*
Golightly55 Int J Behav
Med
2015 Hip,
Knee,
Hand
JoCo OA Project,
Durham VAMC
Control B:59, W:94 Mean Pain
Score
No No VAS Yes B>W*
Goodin58 Health Psychol 2013 Knee UPLOAD Study Primary
predictor
B:67, W:63 Mean Pain
Score
No Yes WOMAC Yes B>W*
Goodin57 Psychosom
Med
2014 Knee UPLOAD Study Primary
predictor
B:122,
W:103
Mean Pain
Score
No Yes VAS Yes B>W*
Groeneveld60 Arthritis
Rheum
2008 Hip,
Knee
Philadelphia
VAMC, Pittsburg
Primary
predictor
B:450,
W:459
Mean Pain
Score
Yes Yes WOMAC,
VAS
Yes B>W*
Han63 Am J Phys
Med Rehabil
2018 Knee OAI Control B:237,
W:749
Proportion by
pain severity
Yes Yes KOOS
Pain
No B>W*
Hausmann66 Race Soc
Probl
2013 Hip,
Knee
Philadelphia
VAMC, Pittsburgh
VAMC
Primary
predictor
B:127,
W:303
Proportion by
pain severity
quartile
No Yes WOMAC No B>W
Hausmann65 Arthritis Care
Res(Hoboken)
2017 Knee VA
Musculoskeletal
Disorders Cohort
Primary
predictor
B: 50,172,
W:473,170
Proportion by
pain severity
No No NRS No B>W*
Herbert68 Ann of Behav
Med
2014 Knee UPLOAD Study Control B:81, W:87 Interclass
Correlation
Yes Yes WOMAC No B>W*
Herbert67 Clin J Pain 2017 Knee UPLOAD Study Primary
predictor
B:56, W:35 Mean Pain
Score, Mean
Difference(β)
No Yes VAS Yes B>W*
Ibrahim72 Artdritis Care
Res (Hoboken)
2001 Hip,
Knee
Cleveland VAMC Primary
predictor
B:260,
W:332
Mean Pain
Score
No Yes WOMAC Yes B=W
Ibrahim74 Med Care 2002 Hip,
Knee
Cleveland VAMC Primary
predictor
B:262,
W:334
Mean Pain
Score
Yes Yes WOMAC,
Lequesne
Yes B=W
Ibrahim73 Arthritis
Rheum
2002 Hip,
Knee
Cleveland VAMC Primary
predictor
B:262,
W:334
Mean Pain
Score
Yes Yes WOMAC,
Lequesne
Yes B=W
Ibrahim71 J Gerontol A
Biol Sci Med
Sci
2003 Hip,
Knee
Cleveland VAMC Primary
predictor
B:135,
W:165
Mean Pain
Score
Yes Yes WOMAC,
VAS
Yes B=W
Johannes76 J Pain 2010 Unspec US Households Control B:2073,
W:21,992
Proportion w/
chronic pain
No Yes Single
pain
question
No B<W*
Jones78 J Cross Cult
Gerontol
2008 Unspec Philadelphia
VAMC, Pittsburgh
VAMC
Primary
predictor
B:459,
W:480
Mean Pain
Score
Yes Yes WOMAC Yes B>W*
Jordan80 J Rheumatol 2009 Hip JoCoOA Project Control B:999,
W:2069
Proportion w/
Symp OA
No No ACR/
NHANES
criteria
No B>W*
Kwoh86 Arthritis Res
Ther
2015 Knee Pittsburgh VAMC Primary
predictor
B:285,
W:514
Mean Pain
Score
Yes Yes WOMAC Yes B>W*
Lachance87 Osteoartdritis
Cartilage
2001 Knee MBHS, SWAN-
Michigan Center
Primary
predictor
B:323,
W:506
Proportion w/
pain and OA
No No Arthritis
Questionn
aire
No B>W*
Lavernia89 J Artdroplasty 2004 Hip,
Knee
Orthopedic
Institute at Mercy
Hospital
Primary
predictor
B:88,
W:157
Mean Pain
Score
Yes Yes WOMAC,
VAS,
SF-36
Yes B>W
Lavernia88 Clin Ortdop Relat Res 2010 Hip,
Knee
Orthopedic
Institute at Mercy
Hospital
Primary
predictor
B:49,
W:282
Mean Pain
Score
Yes No WOMAC,
SF-36
Yes B>W*
MacFarlane95 J Clin
Rheumatol
2018 Knee VITAL Trial Primary
predictor
B:285,
W:785
Mean Pain
Score
Yes Yes WOMAC Yes B>W*
McIlvane97 Aging Ment
Healtd
2007 Knee,
Back,
Hand
Tampa
Metropolitan, FL
Primary
predictor
B:77, W:98 Mean Pain
Score
Yes Yes AIMS2 Yes B>W
Mcllvane98 J Gerontol
Psych Soc Sci
2008 Unspec Tampa
Metropolitan, FL
Primary
predictor
B:77, W:98 Mean Pain
Score
Yes Yes AIMS2 Yes B>W
Mingo101 J Nat Med
Assoc
2008 Unspec Tampa
Metropolitan, FL
Primary
predictor
B:77, W:98 Mean Pain
Score
Yes No AIMS2 Yes B>W
Moss102 Osteoarthrisis
Cartlidge
2016 Hip JoCo OA Project Control B:500,
W:2278
Incidence
Rate Symp
OA
No Yes Single
pain
question
No B<W*
Murphy104 Osteoarthrisis
Cartlidge
2010 Hip JoCo OA Project Control B:496,
W:2260
Incidence
Rate Symp
OA
No Yes Single
pain
question
No B>W
Murphy106 Arthritis Care
Res
2016 Knee JoCo OA Project Primary
predictor
B:319,
W:1199
Lifetime Risk
Symp OA
No Yes Single
pain
question
No B<W
Neuburger110 J Public Health
(Oxf)
2012 Hip,
Knee
PROMs; HES
Database
Control B:995,
W:107176
Mean Pain
Score
Yes Yes OHS, OKS Yes B>W*
Parmelee114 J Aging Health 2012 Knee Philadelphia
Metropolitan, PA;
Philadelphia VAMC
Primary
predictor
B:94,
W:269
Mean Pain
Score
Yes No PGC Yes B>W
Parmelee112 Sleep Health 2017 Knee Western/Central
Alabama; Long
Island, NY
Primary
predictor
B:96,
W:128
Mean Pain
Score
No Yes 5-point
scale
Yes B>W*
Petrov115 J Pain 2015 Knee UPLOAD Study Control B:88, W:52 Mean Pain
Score
Yes Yes WOMAC Yes B>W
Siedlecki123 Pain Manag
Nurs
2009 Unspec Nortdeast Ohio Primary
predictor
B:36, W:24 Mean Pain
Score
No Yes VAS,
MPQ-SF
Yes B>W;
B<W
Smitd125 Arthritis Care
Res (Hoboken)
2016 Knee Western Alabama;
Long Island, NY
Control B:39, W:81 Mean Pain
Score
Yes Yes PGC Yes B>W*
Song128 Arthritis Care
Res (Hoboken)
2013 Knee OAI Primary
predictor
B:286,
W:1603
Mean Pain
Score
No Yes WOMAC Yes B>W*
Sowers130 Am J
Epidemiol
2006 Knee MBHS, SWAN-
Michigan Center
Control B:211,
W:669
Proportion w/
pain
Yes No Single
pain
question
No B>W*
Vina135 Osteoarthrisis
Cartlidge
2018 Knee OAI Primary
predictor
B:778,
W:3498
Mean Pain
Score
Yes Yes WOMAC,
NRS
Yes B>W*
Weng137 Arthritis
Rheum
2007 Knee Los Angeles VAMC Primary
predictor
B:54, W:48 Mean Pain
Score
Yes No WOMAC No B>W*
Wright140 J
Musculoskelet
Pain
2015 Neck,
Should
er
JoCo OA Project Control B:523;
W:1149
Proportion w/
symptoms
Yes No Single
pain
question
No B<W*
Yang141 BMC
Complement
Alt Med
2012 Knee OAI Primary
predictor
B:508,
W:2075
Mean Pain
Score
Yes Yes KOOS
Pain
Yes B>W*

Met eligibility, but removed from final analysis due to duplicate data

*

Indicates statistical significance

Dataset Abbreviations:Einstein Aging Study(EAS), Fitness Arthritis in Seniors Trial(FAST), Health, Aging and Body Composition(Health ABC), Study, Johnston County Osteoarthritis Project(JoCo OA), Michigan Bone Health Study(MBHS),National Health Examination and Nutrition Survey(NHANES),National Health Service Hospital Episode Statistics(HES), database, National Health Service Patient Reported Outcome Measures Programme(PROMs), Osteoarthritis Initiative(OAI), Self-Management of OsteoArthritis in Veterans Study(SeMOA), Study of Women’s Health Across the Nation(SWAN-Michigan Center), University of New Mexico Health Sciences Center Orthopaedic Clinic(UMN Orthopaedics Clnics), Understanding Pain and Limitations in Osteoarthritic Disease(UPLOAD), Study, VITamin D and OmegA-3 Trial(VITAL)

Pain Scale Abbreviations:American College of Rheumatology(ACR), Arthritis Impact Measurement Scales(AIMS2), Graded Chronic Pain Scale(GCPS), Knee Injury and Osteoarthritis Outcome Score(KOOS), Lequesne Index of Severity for Osteoarthritis(Lequesne), McGill Pain Questionnaire Short Form(MPQ-SF), Medical Outcomes Study 36-item Short Form(SF-36v2), Numeric Rating Scale(NRS), Oxford Hip Score(OHS), Oxford Knee Score(OKS), Philadelphia Geriatric Center Pain Scale(PGC), Sickness Impact Profile(SIP) , Total Pain Index(TPI), Visual Analog Scale(VAS), Western Ontario Macmaster University Osteoarthritis Index(WOMAC)

Among our sample, 45 articles treated race as a primary predictor, while 16 articles treated race as a control variable. Predominantly, race was a dichotomous variable of African-American/Black versus White/Caucasian; however, a few studies included additional stratification by Hispanic ethnicity (N=15) or race as a categorical variable that included Asian/Pacific Islander or Other (N=6).38,45,53,57,58,63,65,67,68,76,89,110,112,115,125,135

A large subset of articles (N=40) assessed disability or functional limitations through self-report, performance testing or a combination of modalities. Most articles measured function simultaneous with pain using the same composite scales. Function-specific assessments included WOMAC, AIMS2, Short Physical Performance Battery (SPPB), Sickness Impact Profile (SIP), Medical Outcomes Study 12-item Short Form (SF-12) Physical Component, Knee Injury and Osteoarthritis Outcome Score Physical Function (KOOS-PF), Disability of Arm, Shoulder and Hand (DASH) Questionnaire, Stanford Health Assessment Questionnaire Disability Index (HAQ) and SF-36v2 Physical Function.17,18,50,61,62,69,96,99,119,136 Performance testing included timed walking, gait, stair climb, standing, and grip strength.

SES was reported in 43 articles using a combination of different measures. Education (N=41), income (N=27) and employment status (N=16) were most commonly reported as dichotomous or categorical measures. Health insurance status was reported by 4 articles; additional characteristics included geographic region and internet access.8,13,45,76,86,89,95 One study calculated the Index of Multiple Deprivation (IMD), a scale based on zip code that incorporates a multiple SES factors previously mentioned along with environment, crime and barriers to housing and other social services.110

Synthesis of Results

The qualitative synthesis included 61 articles reporting analyses of pain stratified by race. Of these, 46 showed higher pain severity in Blacks/African Americans, but only 32 were statistically significant. Contrastingly, 7 articles reported higher pain in Whites/Caucasians, with 3 having a statistically significant difference. One article reported higher pain scores in African-Americans using the VAS and in Caucasians using the MPQ-SF.123 The remaining 9 articles concluded that there was no race group difference in pain.

In the quantitative analysis, forest plots were created from 28 studies reporting mean pain scores. Among WOMAC studies (Figure 2), the overall standard mean difference showed higher pain severity in African-Americans with a moderate effect size (0.57; 95%CI: 0.54, 0.61). Similar results were found in non-WOMAC studies, but with a slightly lower effect size (0.35; 95%CI: 0.23, 0.47) (Figure 3). The forest plots of 21 studies from our secondary analysis of disability measures are presented in Figures 4 and 5. The findings were similar to those observed for pain measures, with African-Americans showing higher, moderate effect size for self-reported disability (0.38; 95%CI: 0.22, 0.54) and poorer performance testing (−0.58; 95%CI: −0.72,−0.44).

Figure 2:

Figure 2:

Forest Plot of WOMAC Pain Measures Higher scores=worst outcome/most severe pain

Figure 3:

Figure 3:

Forest Plot of Non-WOMAC Pain Measures Studies that reported using more than one pain scale are listed multiple times. Higher scores=worst outcome/most severe pain. Scales used by Lavernia 2004, 2010 (SF-36v2), Neuberger 2012 (OHS, OKS), and Yang 2012 (KOOS) are reverse coded, therefore mean scores were recalculated by subtracting from the maximum possible value for that scale.

Figure 4:

Figure 4:

Forest Plot of Self-Reported Disability Measures Studies using WOMAC: Allen 2009; Ang 2003; Cruz-Almeida 2014; Gandhi 2008; Golightly 2005; Lavernia 2004; Lavernia 2010; MacFarlane 2018; Vina 2018. Studies using AIMS2: McIlvane 2008, Parmelee 2012; Smith 2016. Studies using SF-12 or SF-36v2: Groeneveld 2008; Kwoh 2015; Yang 2012. Other scales used include SIP: Cano 2006; GCPS: Cruz-Almeida 2014; and KOOS: Yang 2012. Studies the reported using more than one pain scale are listed multiple times. Higher scores=worst outcome/less mobility; The SF-12, SF-36v2 and KOOS are reverse coded, therefore mean scores were recalculated by subtracting from the maximum possible value for that scale.

Figure 5:

Figure 5:

Forest Plot of Performance Testing Disability Measures Performance measures include Gait velocity: Blanco 2012; Walking test: Burns 2007; and Short Physical Performance Battery (SPPB): Cruz-Almeida 2014. Lower scores= worst outcome/less mobility.

Visual inspection of funnel plots for pain and disability showed a high concentration of studies fell within the 95% CI line. Minimal horizontal scatter was present; a result of heterogeneity. Studies with larger sample sizes closer to apex had a smaller standard error; therefore, exhibited more precision. Both plots were symmetrical around the SMD; however, the absence of studies near the middle and bottom of the funnel indicate the presence of publication bias.

Discussion

The objectives of this meta-analytic review were to characterize differences in clinical pain severity and disability between AAs and NHWs with OA and to quantify the magnitude of these effects. Overall, clinical pain severity in OA was higher amongst AAs with studies using WOMAC and non-WOMAC scales. Similarly, AAs had greater self-reported disability than NHWs, greater disability in performing and doing functional tasks (e.g. timed walking test). On average, the effect sizes for the observed race differences in both pain and disability were moderate in magnitude, indicating that AAs with OA are more likely to experience significantly greater pain and disability, compared to their NHW counterparts.

Several large representative studies provide evidence that AAs are more likely to have radiographic and symptomatic OA and greater severity of knee/hip OA than NHWs.38,39,79,80,131 The current findings reveal that, in addition to differences in prevalence, AAs with OA also report greater pain and disability, and these racial/ethnic differences are moderate in magnitude. However, there was some variability in the findings across studies. Of the 61 studies included in the current meta-analysis, 75% observed higher pain severity among AAs, whereas 11% found that NHWs experienced higher pain, and 15% found no difference in pain between the races. Inconsistencies in race differences in OA-related pain may emerge due to a variety of methodological factors, including sample characteristics, measures of pain used, and analytic approach, like variables being controlled for in the analyses. Specifically, the populations from which samples are recruited (e.g. clinic vs. community, veteran vs. civilian), health status, comorbidities, and sociodemographic characteristics (e.g., income, educational attainment) may differentially impact outcomes.81 For example, several studies that found no race differences in pain were based on veteran samples and enrolled patients only with moderate to severe symptoms.10,12,13,7174 Such sampling methods may be important for achieving other study aims, but they would likely attenuate the magnitude of observed race group differences in pain. Also, the studies using the WOMAC (Figure 2) showed larger group differences than studies using other measures. However, this could reflect the influence of the affected joint, since the WOMAC is used exclusively for lower extremity OA (hip and knee) while studies in Figure 3 reflect multiple OA sites. Regarding analytic approaches, some studies have controlled for a variety of potential confounders, including radiographic measures, and SES, while others have not. Hence, the analytic approach may contribute to the inconsistent findings. Given that OA-related pain contributes to greater functional limitation and disability 75, understanding the potential mechanisms underlying racial/ethnic differences in OA is important to improve pain management.

Disparities in pain management among racial/ethnic minorities, specifically AAs have been documented.9,40 Despite higher rates of OA-related pain and disability, AAs undergo hip and knee joint replacements at lower rates than NHWs.29,44,133 Moreover, racial disparities in prescribing medications for OA have been documented.41,59,100,121 The unmet need of pain management in AA compared to NHW likely contributes to higher levels of pain and disability in this cohort.

Obesity is a risk factor that contributes to the development of OA 19,124, as well as increases the risk of radiographic progression.43,120 JoCoOA and Framingham found that obesity was independently associated with disability and compounded disability from knee pain.28,47,82 In light of higher rates of obesity in AAs than NHWs with OA, studies have investigated the extent to which racial/ethnic differences in obesity contribute to disparities in OA-related pain.7,32,53,82,104,128 Furthermore, BMI and depression were important factors in explaining racial differences in pain and physical function.7

Differences in OA disease severity and phenotype may contribute to race group differences. Some evidence suggests that genetic influence on the etiology of OA may contribute to race differences in diseases outcomes.93,142 A genome-wide association study of knee OA provided evidence for differences in the genetic architecture of knee OA between race groups.93 Racial differences in the radiographic features of knee 21, hip 107 and hand 38,131 OA have been documented in AAs which may contribute to race differences in OA severity. Specifically, AAs have more severe tibiofemoral OA, tricompartmental OA’ and lateral joint-space narrowing, as well as a higher prevalence and severity of osteophytes and higher frequency of sclerosis than NHWs. 21 Similarly, compared to NHW, AAs were more likely to have a valgus thrust during walking, which could increase the risk of lateral knee OA and were more likely to have joint space narrowing, osteophytes, and cysts compared to NHWs.27,107

Beyond differences in the OA disease process, race group differences in pain processing could contribute to greater pain severity among AAs. Indeed, considerable evidence from quantitative sensory testing (QST) in healthy adults demonstrates lower pain thresholds and tolerances, and greater experimental pain sensitivity among AAs with knee OA compared to their NHW counterparts.14,35,83,84,117

Socioeconomic status (SES) represents another important explanatory variable in understanding racial disparities in OA-related pain and disability. Lower SES is associated with poorer health outcomes and increased morbidity 116 and is a risk factor for the development and or progression of OA.94 It has been widely documented that AAs on average have a lower socioeconomic status compared to NHWs.4,23,59,64,94,116 Whether the greater OA-related pain observed in AAs is accounted for by SES has not been adequately addressed. Studies that control for SES often simultaneously adjust for other variables (e.g., BMI, age, sex); therefore, independent contribution of SES is not discernable. However, even after controlling for these characteristics, race differences in OA-related pain and disability have not been completely explained. Thus, it is well documented that low SES is an independent predictor of OA risk and confers poorer OA-related pain and disability outcomes.30,85,94,103,105 Low SES likely contributes to poorer pain outcomes via multiple mechanisms, including: 1) less access to optimal medical care, 2) increased levels of environmental and psychosocial stress, or 3) lower availability of beneficial resources such as exercise facilities, dietary nutrients, among others.94 However, the extent to which SES drives racial/ethnic differences and OA pain remains unknown. Several factors may contribute to this lack of information: 1) many researchers do not adequately control for SES, 2) researchers adjust for other variables (e.g., age, BMI, sex), so it is hard to know what SES contributes, and 3) studies operationalize SES in different ways, so it is unknown which variables are important. Stratifying analyses using a standard set of SES measures could help disentangle the complex effects of race and SES.35

Limitations

There are several limitations of this systematic review and meta-analysis. To improve the quality of data, sources were restricted to journal articles published in peer-reviewed journals. Including data from grey literature such as dissertations, and scientific proceedings, might have provided additional insight into the results and reduced publication bias. Additionally, race was classified using different terminology across studies (e.g., whites and other), and more consistent approaches to race classification are needed to ensure comparability of findings. Moreover, many studies did not report on race groups when reporting demographic characteristics of participants, which limited inclusion of studies in the meta-analysis. As previously mentioned, studies evaluated pain using a wide variety of pain scales, such that 31 studies used the WOMAC, 12 studies used VAS or NRS, and a handful of studies evaluated pain using a single question. Therefore, separate effect sizes were calculated for studies using the WOMAC and non-WOMAC pain scales. Lastly, although several studies have evaluated the impact of SES on OA, 24,25 few studies have evaluated how SES impact race differences and OA-related pain outcomes.

Conclusions

Future research should investigate the mechanisms underlying these differences, including the extent to which SES affects race differences and OA-related clinical pain severity. We provide meta-analytic evidence for higher clinical pain severity among AAs compared to NHWs with knee OA, regardless of pain scale. Similarly, AAs with knee OA reported more functional limitations and showed poorer performance on functional tasks (e.g., timed walking test) compared to NHWs with knee OA. On average, the effect sizes for the observed race group differences in both pain and disability were moderate in magnitude, indicating that AAs with OA are more likely to experience significantly greater pain and disability, compared to their NHW counterparts. The first step in successfully reducing racial disparities in pain and osteoarthritis research requires adhering to consistent definitions of racial categories, as well as, making the appropriate distinction between race and ethnicity. Such research may lead to better understanding of racial/ethnic differences in OA-related pain and inform future interventions to reduce these disparities and improve pain management.

Appendix

Figure A1:

Figure A1:

Funnel Plot of WOMAC & Non-WOMAC Pain Measures

Figure A2:

Figure A2:

Funnel Plot of Disability Measures

Table A1:

Detailed Search Strategy by Data Source

Data Source Search String
MEDLINE®
(PubMed®)
Filters: English
“African Continental Ancestry Group”[MH] OR “black men”[TIAB] OR negroid[tiab]
OR (negro [tiab] NOT (river OR rio)) OR blacks [TIAB] OR “black man”[TIAB] OR “black woman”[TIAB] OR “black women”[TIAB] OR “black population”[TIAB] OR “black populations”[TIAB] OR “black community”[TIAB] OR “black communities”[TIAB] OR “black patients”[TIAB] OR “black patient”[TIAB] OR “black race”[tiab] OR “black person”[tiab] OR “black persons”[tiab] OR “black people”[tiab] OR “white men”[TIAB] OR “white man”[TIAB] OR “white woman”[TIAB] OR “white women”[TIAB] OR “white population”[TIAB] OR “white populations”[TIAB] OR “white community”[TIAB] OR “white communities”[TIAB] OR “white patients”[TIAB] OR “white patient”[TIAB] OR “European Continental Ancestry Group”[Mesh] OR caucasoid [tiab] OR Caucasian* [tiab] OR Caucasians [TIAB] OR “white race”[tiab]OR “white person”[tiab] OR “white persons”[tiab] OR “white people”[tiab] OR “ethnic group” [TIAB] OR “ethnic groups” [TIAB] OR “Ethnic Groups” [MH] OR “ethnic population” [TIAB] OR “ethnic populations” [TIAB] OR Hispanic [TIAB] OR Hispanics [TIAB] OR Latino [TIAB] OR Latinos [TIAB] OR Latina [TIAB] OR Latinas [TIAB] OR “minority group” [TIAB] OR “minority groups” [MH] OR “minority groups” [TIAB] OR “minority population” [TIAB] OR “minority populations” [TIAB] OR “people of color” [TIAB] OR “ethnic minority”[tiab] OR “ethnic minorities”[tiab] OR whites [TIAB] OR “ethnic disparities” [TIAB] OR “ethnic disparity” [TIAB] OR “Minority Health” [MH] OR “minority health” [TIAB] OR “racial disparities” [TIAB] OR “racial disparity” [TIAB]OR “ethnic difference”[tiab] OR “ethnic differences”[tiab]) AND (“pain”[mesh] or pain[tiab]) AND (“Osteoarthritis”[Mesh] or osteoarth*[tiab])
Web of Science™ Core Collection
Language:
English
Document Types: Article
#1: TS=(“minority health” OR (minority AND health) OR “minority group*” OR “ethnic group*” OR “health disparit*” OR “African American*” OR negroid OR colored OR “people of color” OR latino* OR latina* OR hispanic* OR chicano* OR chicana* OR Mexicans OR “Mexican American*” OR caucasian* OR whites OR Caucasoid)
#2: TS=(pain) AND TS=(osteoarthrit*)
#3: #1 and #2
PsycInfo
(EBSCOhost
Web)
Source Type:
Academic
Journals
Language:
English
((AB osteoarth* OR TI osteoarth*) AND (( DE “Pain” OR DE “Aphagia” OR DE “Back Pain” OR DE “Chronic Pain” OR DE “Myofascial Pain” OR DE “Neuralgia” OR DE “Neuropathic Pain” OR DE “Somatoform Pain Disorder OR DE “Muscle Contraction Headache” OR DE “Trigeminal Neuralgia” ) AND ( DE “Racial and Ethnic Differences” OR DE “Health Disparities” OR DE “Latinos/Latinas” OR DE “Mexican Americans” OR DE “Blacks” OR DE “Whites” OR DE “Hispanics”) OR (AB (osteoarth* AND pain) OR TI ( osteoarth* AND pain )) AND AB (“minority health” OR (minority AND health) OR “minority group*” OR “ethnic group*” OR “health disparities” OR “African American* OR negroid OR colored OR “people of color” OR latinos OR latinas OR hispanics OR chicanos OR chicanas OR Mexicans OR “Mexican American*” OR caucasian* OR whites OR caucasoid) OR TI (“minority health” OR (minority AND health) OR “minority group*” OR “ethnic group*” OR “health disparities” OR “African American* OR negroid OR colored OR “people of color” OR latinos OR latinas OR hispanics OR chicanos OR chicanas OR Mexicans OR “Mexican American*” OR caucasian* OR whites OR caucasoid))
Cochrane Library #1: MeSH descriptor: [Osteoarthritis] explode all trees
#2: MeSH descriptor: [Pain] explode all trees
#3: MeSH descriptor: [Minority Groups] explode all trees
#4: MeSH descriptor: [Minority Health] explode all trees
#5: MeSH descriptor: [African Continental Ancestry Group] explode all trees
#6: MeSH descriptor: [Ethnic Groups] explode all trees
#7:“African American” or “African Americans” or “African ancestry” or black or blacks or Caucasian or Caucasians or “ethnic group” or “ethnic groups” or “ethnic population” or “ethnic populations” or Hispanic or Hispanics or Latino or Latinos or Latina or Latinas or “minority group” or “minority groups” or “minority population” or “minority populations” or “people of color” or white or whites or “ethnic disparities” or “ethnic disparity” or “minority health” or “racial disparities” or “racial disparity”:ti,ab,kw (Word variations have been searched)
#8: osteoarth*:ti,ab,kw (Word variations have been searched)
#9:pain:ti,ab,kw (Word variations have been searched)
#10: #1 or #8
#11: #2 or #9
#12: #3 or #4 or #5 or #6 or #7
#13: #10 and #11 and #12

Databases searched October 1–6, 2016, November 9, 2017, and May 30, 2018

Footnotes

Disclosures: Funding for this project was provided by the National Institute on Aging (3R37AG033906-12S1, 5K07AG046371, K99AG052642, T32AG049673) and the National Institute on Neurological Disorders and Stroke (1K22NS102334).

The authors declare no conflicts of interest.

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