Chapter 52 Psychosocial Aspects of the Rheumatic Diseases
Manual of Rheumatology and Outpatient Orthopedic Disorders
Tracey A. Revenson
Overview
Psychosocial effects of rheumatic disease
Factors promoting psychological adaptation to rheumatic disease
Gender myths
Psychological interventions
Practice guidelines
Resources
I. Overview
This chapter addresses psychological and social issues that many patients face in the course of living with rheumatic diseases. Most patients are mentally healthy at the time their illness is diagnosed, but they may show signs of being under great psychological stress throughout the course of their illness .
Living with rheumatic disease involves facing a number of psychosocial stresses and challenges. In addition to coming to terms with the meaning of the illness for one's life and the more existential issues of disease progression and deformity, persons with rheumatic disease must cope with pain, stiffness, fatigue, and physical activity restrictions on a daily basis. Many of these adaptive challenges require help from others. Thus, patients with rheumatic disease need an available and satisfying network of interpersonal relations on which they can count for both emotional sustenance and more practical help during periods of pain and disability.
Although, from a medical point of view, the rheumatic diseases may differ in regard to presentation and treatment, they are all associated with several psychosocial coping tasks . These include (a) pain, (b) disability and loss of role functioning (real and anxiety over anticipated losses), (c) increased risk for depression, (d) ongoing and often frustrating interactions with the health care system, (e) the need to adhere to a prescribed and often changing treatment regimen, (f) changes in life-style and appearance, (g) changes in interpersonal relationships, (h) the need to tolerate uncertainty, and (i) in some, the possibility of death. Patients also must work to maintain their self-esteem, mastery, and interpersonal relationships. As symptoms, disease course, and prognosis are unpredictable and may change over time, the salience of these coping tasks changes as well. However, the need to tolerate uncertainty is an ever-present issue and one that can be both frustrating and frightening.
II. Psychosocial effects of rheumatic disease
Although depression is often linked to pain, it is the loss of the ability to perform valued roles and activities (as a result of that pain, inflammation , and subsequent disability) that is a risk factor for the development of depressive symptoms. Patients' psychological interpretations of the meaning of their limitations and role changes may be more significant than their actual disease status.
Depression by itself can be a devastating condition. People with symptoms of depression, in the absence any other health problems, function at a lower level physically and emotionally than do people with any one of a number of diseases. When depressive symptoms occur in combination with or as a result of illness, declines in functioning can be exaggerated.
In addition to being at greater risk than men for some of the more common and serious rheumatic diseases, women also are at greater risk for depression. Within the U.S. population, depression is about twice as prevalent among women than among men. Health practitioners need to be especially alert for depression in women so that both the depression and the rheumatic disease are treated. If depression in women with rheumatic diseases is overlooked, declines in functioning caused by depression can be attributed mistakenly to the rheumatic disease and result in overtreatment or unwarranted changes in therapy . Alternatively, if symptoms of depression are perceived as symptoms of arthritis, female patients may suffer needlessly, given the availability of effective treatments for depression. It is important that health care professionals monitor their patients for depressive symptoms and treat them appropriately, rather than assume that depression is a normal and anticipated part of rheumatic disease. Also, the physician should be aware of the fact that steroids may both trigger or worsen depression.
Rheumatic disease affects the ability to perform regular activities of daily life, such as child care, cleaning, personal hygiene, and sports. For many women, loss of the valued roles of care giver and nurturer leads to a decline in self-worth. Patients should be reassured that decreases in activity levels are normal, as is feeling frustrated with one's level of ability. Patients must be encouraged to find new ways to perform tasks, to find new leisure activities, or to redefine roles at home and work.
Communication, everyday life, and sexual satisfaction seem to be the areas of marriage that are disrupted most. The degree of disability is a major determinant of the extent to which the marital relationship is affected. Spouses may feel frustrated about a reduction in shared pleasurable activities, helpless in response to seeing their wife or husband in pain, and fearful regarding their future.
Positive effects on the marriage are as likely to be experienced as negative ones, although they are seldom reported to physicians. People with RA rate their close relationships (primarily family) at least as favorably as do people in comparison groups. When the onset of the illness is later in life, marital and family relationships may be less vulnerable to disruptions caused by the illness. This may be a result of the long- term nature of these marriages, or because illness onset in late life is a more predictable on-time life event, shared by one's peers. For widowed women, however, rheumatic disease may have even greater costs, in terms of reduced sources of support.
Some studies conclude that male patients are more dissatisfied and experience greater sexual dysfunction than do female patients, but in others, women reported greater sexual dissatisfaction. In a study of female patients with systemic lupus erythematosus, poor sexual adjustment was best predicted by severe disease, older age, poor premorbid sexual relationships, and poor quality of the current relationship.
Many biologic and psychological factors may lead to sexual problems. Insufficient vaginal lubrication may develop secondary to Sj gren's syndrome or menopause; artificial lubrication may help. If pain is interfering with sexual satisfaction, an extra (or earlier) dose of medication (within the hour ) may be helpful. Some patients find it helpful to take a warm bath to relax and minimize stiffness. If pain is less at certain times of day, suggest having sex at those times. Some patients report postcoital pain relief, perhaps as a consequence of feeling loved and the release of endorphins.
Depression itself may lead to fatigue, malaise, and decreased libido. Medications, particularly those for depression and hypertension, may adversely affect libido and sexual arousal.
Sexual problems are not uncommon in the general population, although couples with rheumatic disease often blame such problems on their illness. Long-standing sexual dysfunction unrelated to the rheumatologic illness will be uncovered by a careful premorbid sexual history.
Avoidance of sex because of embarrassment about joint deformities or steroid-induced changes in appearance have been overemphasized in the clinical literature. Partners may be less interested in sex because of exhaustion or anger created by role changes or added household demands resulting from the illness. This can be addressed by fostering communication between the partners (see section VI.A ).
Sexuality is seldom addressed within the context of the medical visit. Men and women may have very different concerns regarding sexuality; concerns may also vary with age and disease severity. Health care providers should be sensitive to patients' questions and concerns regarding sexuality, and not dismiss them or immediately initiate a psychological referral. Physicians should discuss these issues openly and frequently with both patients and their partners as a routine part of care.
Changes in the quantity and quality of close relationships frequently occur. In the years following diagnosis and with initiation of a new treatment, family and friends are quite helpful. With the passage of time, however, friends and family may tire of providing help, and patients may interpret this as withdrawal from them or criticism of their coping strategies. This may occur at a time when patients are becoming less able to care for themselves and actually need more help.
Frequent episodes of pain, increasing disability, an unpredictable course of illness, and financial pressures brought on by the illness may affect the spouse's ability to be supportive for the long-haul. The societal pressures embodied in marriage vows ( In sickness and in health, 'till death do us part ) may create feelings of resentment, anger, and guilt. If the patient is depressed, it is difficult to provide empathy and help, and when one does, the task is unrewarding. With advancing age, many spouses have health limitations themselves, which makes tending to their mates' physical and emotional needs more difficult.
There is little research on families of children with juvenile rheumatoid arthritis (JRA) or on children of parents with rheumatic disease. Having a child with JRA creates many new stressors and coping tasks, similar to those experienced by adults but handled differently in terms of the child's cognitive abilities and life context (school, team sports, dating ). Compliance problems with treatment can create family conflict, and healthy siblings may vie for attention. Many families, however, are pulled closer together in coping with the illness.
The children of a parent with rheumatic disease do not show a greater level of depression than do the children of healthy parents; however, in adolescence , they may be embarrassed by a parent's illness.
III. Factors promoting psychological adaptation to rheumatic disease
Coping efforts can be directed toward dealing with the stressful situation itself, managing psychological distress aroused by the situation, or maintaining interpersonal relationships. Most stressful situations evoke all three modes of coping. On learning of their diagnosis, patients may need to minimize the seriousness of their situation or they will be flooded with emotions and not be able to act. Slowly, the patient can acknowledge emotions and deal with the situation in a more adaptive fashion, such as by seeking information to make a treatment decision. Many patients try to normalize or pass as healthy, performing activities that are not advisable.
People tend to have fairly stable coping styles. For example, some are optimists and others are pessimists; some perceive a good deal of control over their illness, whereas others believe it is better left to fate; some want to know everything about the illness ( monitors ), yet others prefer not to know (blunters). However, aspects of a patient's current life and medical situation, such as pain, disease progression, level of disability, any concomitant diseases, financial resources, and availability of social support all influence coping.
Whereas men use more active strategies, women's strategies are more focused on managing their emotions, such as seeking social support. Women tend to have more flexible coping repertoires and thus may be more willing to try new approaches.
The effectiveness of particular ways of coping depends on the degree of personal control the patient has over the situation and whether the patient believes that the coping strategy will be effective. A particular coping strategy might result in good outcomes in some areas and poor outcomes in others. For example, strategies to reduce tension, such as drinking or sleeping, may make patients feel better temporarily but diminish their overall physical health status. Similarly, a coping strategy that has worked in a similar situation in the past (such as a pain flare) may not work the next time that the situation occurs. The effects of a patient's coping efforts may not appear immediately. Daily diary studies indicate that the effects of any particular coping strategy may not appear until one or more days after it is employed.
A person's coping efforts may not be effective if they conflict with the coping styles of family members. For example, expressing anger at a spouse may reduce a patient's tension but increase the spouse's tension, which may in turn lead to reduced support. Patients also may feel depressed if family members criticize their coping efforts. The families of children with JRA that cope in a unified fashion and keep channels of communication open fare better than do families in which the styles of individual members conflict with one another. However, dissimilar coping styles between husbands and wives do not result automatically in adjustment problems, greater psychological distress, or lower levels of marital adjustment.
Social support from friends and family can bolster the coping efforts of patients, particularly those with severe pain and disability. Patients who receive more support from friends and family exhibit greater self-esteem, psychological adjustment, and life satisfaction, cope more effectively, and are less depressed. Social support also has been shown to affect immune functioning. Family support can serve as an adjunct to professional treatment. Support from family members has been shown to enhance the effects of psychological treatment and help patients maintain initial treatment gains. Emotional support is most beneficial during periods of great illness-related stress.
Most simply, social support provides coping assistance. It provides feedback and new information; helps patients come to a better understanding of the problem faced; increases their motivation to take instrumental, problem-focused action; and reduces emotional stress, which may impede more adaptive coping efforts. Support reinforces the performance of positive health behaviors and compliance with treatment recommendations, which leads to greater overall health and control of disease.
Different types of support, from different sources, may be more helpful at various points in the illness. Early in the disease, there is a strong desire for information. As patients begin to adjust to the medical management of their illness, emotional support is most helpful. As the illness progresses and patients often have to cope with increasing physical limitations and changes in prescribed treatment, greater tangible assistance with the chores of everyday living in addition to continued emotional support is most helpful. It is likely to be important throughout the course of the illness because support makes patients feel loved, valued, and part of a family or community.
Requesting social support does have costs as well as benefits. Common types of unhelpful support are minimizing the severity of an illness or the patient's pain; making pessimistic comments about the patient's ability or health status; criticizing the patient's coping efforts; pitying the patient; and offering help when it is not wanted. Even well-intentioned support from close friends and family may backfire if patients do not want the help or comfort that is offered . For example, if a patient is not too disabled, she may resent offers of help because it interferes with her self-image as a healthy person and usurps social roles she values. In these circumstances, the patient may reject the emotional support or tangible help being provided.
For patients to benefit from social support, the type of support offered must fit in with what the patient needs at that time. Unwanted or unhelpful support leads to negative affective states, diminished self-esteem, loss of autonomy, and decreased psychological well-being. New tensions within a relationship may emerge. Patients who receive little positive support at the same time that they receive a lot of unhelpful support from their friends and family are at highest risk for depression. At all periods of an illness, it is important to stress that patients must communicate clearly their feelings and needs for help, and that family and friends must learn to listen and respond to patients' needs, not their own. Patients experiencing a good deal of pain and disability are most affected by others' critical comments. Low levels of spousal support may be an indication of marital discord and deeper psychological problems, which may warrant psychological referral.
Support for family members. Support from naturally occurring social ties enables family members to cope as well. Spouses who receive support outside the marital relationship are able to be more supportive to a sick partner. Outside support may alleviate some of the burden of providing care or provide a safe outlet for expressing negative feelings.
Compliance with the appropriate use of prescribed medication ranges from 30% to 78% for rheumatic disease patients. Rates of noncompliance with exercise regimens are equivalent to or higher than those for oral medication, with values as high as 34% to 62%. Both patients and physicians overestimate compliance, possibly because direct and specific questions regarding compliance are rarely asked during a medical visit.
Risk factors for noncompliance are numerous , some logged within the person, and others related to the treatment or the patient-physician relationship. Characteristics of the treatment regimen include duration, complexity, number of changes, and extent of somatic and emotional side effects. Patient characteristics include age, social class, beliefs about treatment efficacy, and cultural concepts about disease.
Characteristics derived from the patient's social context include support or criticism from friends and family, and encouragement and interest from persons in the health care setting. Because physicians have more kinds of power than allied health professionals, patients are more likely to listen to them. Patient-physician communication may be the single most important variable affecting compliance and satisfaction with medical care. Patients are not active in seeking information, and physicians are not active in giving it. Poor patient-physician communication is a result of the time constraints of most medical visits , impersonal health care environments, and inequity in power and status residing within the patient-physician encounter. Physicians tend to use medical terms when providing information, and patients are unfamiliar with the medical language. Patients and physicians may not speak the same language or may be of different ethnic backgrounds; in these cases, it is essential to ascertain that the information is being provided clearly and understood . Often, reading materials may be written at a level above the patient's comprehension .
Physicians often underestimate how much information patients want, and patients often fail to inform the physician when they do not understand the information presented. Physicians often do not understand the amount and type of information that patients want, and the methods they prefer for obtaining it.
Perceptions of a physician's caring, warmth, sensitivity, concern, friendliness, interest, and respect also affect adherence to treatment regimens. Satisfaction with care increases when the physician addresses the patient's concerns before the end of the visit. Physicians may not elicit or discuss psychosocial concerns because they believe they are irrelevant, time-consuming , or outside their field of expertise.
Identify potential and real difficulties with compliance. Before the end of the visit, make a plan incorporating the patient's input to overcome these difficulties by the next visit.
Provide written treatment information. As physicians' handwriting is often illegible, have handouts prepared in advanced to cover the most common situations. The Arthritis Foundation also can provide materials.
Never threaten a patient. Threats or warnings, such as You're killing yourself by not taking your medications, are not effective, particularly when patients are given concrete strategies to change such behavior. Furthermore, threats may jeopardize the patient's satisfaction with medical care and trust in the physician.
Forgetful persons should be taught to leave themselves notes in prominent places or elicit the aid of a family member. There are many new pill containers that separate the administrations by day and time, and programmable watches with beepers have been used successfully as reminders. If manual dexterity is severely limited, be sure that patients obtain medication bottles with easy-open caps.
IV. Gender myths. Gender differences have been discussed in several places within this chapter. However, we know little about psychological differences between the sexes in terms of their adjustment to rheumatic disease. This is, in part, because most research has studied only patients of one sex ”most often women. Thus, it is important to acknowledge areas in which gender differences do not occur and note those for which we have evidence of important gender differences.
Any disparities may result from a number of factors. Physicians may base treatment outcomes on differential expectations of treatment success for men and women or may have stereotyped expectations about male and female patients. For example, female patients with fibromyalgia syndrome are often told at first that their symptoms are imagined or psychological in origin. One study found that women undergo major orthopedic surgery at a more advance stage in their disease, and this gender difference could not be explained by other medical variables , such as disease severity. One explanation is that women wait longer for surgery because of family care-giving demands.
V. Psychological interventions. In addition to biomedical treatment, participation in psychological interventions can contribute to decreases in physical symptoms and improvements in quality of life. A wide variety of psychological and educational interventions for people with rheumatic disease have been developed. The overall aim of these interventions is to minimize the impact of arthritis on patients' physical, psychological, and social functioning. Most psychological interventions are multimodal and usually include one or more of the following components : provision of general information about arthritis, instruction in arthritis self-management and coping skills, sharing of concerns, biofeedback, cognitive-behavioral techniques, relaxation techniques, and hypnosis to aid relaxation. There is little evidence that providing information about arthritis, by itself, has a beneficial effect on therapeutic outcomes.
Mutual help or support group discussions provide avenues for discussing problems and coping solutions. They also reassure members that they are not alone. People who are coping well with their illness may serve as strong role models.
Multimodal treatments have beneficial effects in terms of decreasing disease activity, joint swelling, pain, and impairment, and anxiety. They also have been shown to increase self-efficacy and improve perceptions of pain control. Most of these benefits are short-lived, however, and dissipate in the months following treatment unless follow-up booster sessions are provided. Psychological interventions may be most helpful during flares or surgery to replace joints, or when treatment does not seem to be working. Families occasionally participate in multicomponent programs or in the ASMP, and this participation often augments the benefits of individual treatment.
VI. Practice guidelines. Guidelines for attending to the psychological well-being of your patients, improving your communication skills, and increasing compliance are presented:
Help patients to evaluate the meaning of illness in their lives more positively, and not to see only the negative aspects.
Strengthen communication skills among family members. Many of the unintended consequences of helping result from faulty communication or misinterpretation of the patient's need for support. Focus on how the illness affects the marriage or how it affects the family's daily life. Discussions can be started with questions such as, How do you feel when your daughter provides help to you? Or when she asks what you're thinking? Or to the husband, How do you feel when your wife is complaining about her pain?
Encourage patients and family members to build support networks outside the family. Stress to patients and family members the importance of having people available to provide emotional support in addition to those living in the household. Suggest that they start with people in existing networks, such as groups involved in neighborhood activities, local churches or synagogues, and the patient's workplace. Encourage families to use joint support groups or telephone help lines. This should begin early in the illness, as social networks must be built up and strengthened in the early stages of the illness so that they are available during crises . This advice may be even more important for men, for whom their spouse is often the primary or sole source of support. Men have fewer close ties and are less likely to seek support from them. Encourage male patients and male spouses to attend support groups and open up, even though it might be difficult.
It is worthwhile to attend to family members' difficulties in supporting your patient. Only about one-third of patients and partners seek any kind of help from mental health professionals or participate in support groups. Although the practitioner may feel responsible for the patient's physical health, the psychological well-being of family members may directly or indirectly affect the patient's response to treatment.
Always treat a patient as you would wish you and your family to be treated. Apologize for long delays and do not rush the visit to make up time. Both satisfaction with care and compliance increase if patients feel that they have been given adequate time with the physician. Feel is a key word. Perceived time spent with the physician frequently does not have to correlate with real time. Asking patients if there are any issues of importance to them that were not covered or whether they have questions yields considerable benefits. Address all the psychosocial concerns a patient voices, even those that may seem to be of little importance.
VII. Resources
Arthritis Care and Research. This bimonthly, peer-reviewed journal of the Association of Rheumatology Health Professionals presents the best research on nonmedical aspects of arthritis and musculoskeletal disease. It is published by the American College of Rheumatology.
Daltroy LH. Doctor-patient communication in rheumatological disorders. Baillieres Clin Rheumatol 1993;7:221.
DeVellis BM, Revenson TA, Blalock SJ. Rheumatic disease and women's health. In: Gallant SJ, Keita GP, Royak-Schaler R, eds. Health care for women: psychological, social, and behavioral influences. Washington, DC: American Psychological Association, 1997:333.
Newman S, et al. (1996). Understanding rheumatoid arthritis. London: Routledge, 1996.
Newman S, Shipley M, eds. Psychological aspects of rheumatic disease. London: Bailliere Tindall, 1993.
Arthritis Today. This monthly magazine, written for people with arthritis and those who take care of them, features articles on many of the issues discussed in this entry. It is published by the Arthritis Foundation.
The Arthritis Self-Management Program (ASMP) is offered through local chapters of the Arthritis Foundation.
Lorig K. The arthritis helpbook: a tested self-management program for coping with arthritis and fibromyalgia, 4th ed. Reading, MA: Addison-Wesley, 1995.
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Stephen A. Paget, M.D., Allan Gibofsky, M.D., J.D. and John F. Beary, III, M.D.
Manual of Rheumatology and Outpatient Orthopedic Disorders