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Ms. Shelby is a clinical psychology graduate student, Department of Psychology, Ohio State University, Columbus, OH.
Dr. Taylor is Assistant Professor, Division of Cancer Control, Lombardi Cancer Center, Georgetown University Medical Center, Washington, DC.
Dr. Kerner is Assistant Deputy Director, Research Dissemination and Diffusion, Division of Cancer Control and Population Sciences, National Cancer Institute, National Institutes of Health, Rockville, MD.
Ms. Coleman is Associate Executive Director, Cancer Care, Inc., New York, NY.
Ms. Blum, is Executive Director, Cancer Care, Inc., New York, NY.
| ABSTRACT |
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In addition, the results of this study support the idea that those at highest risk for developing and dying of cancer are the least likely to utilize formal support networks. Further, a gap in service provision for assistance with practical needs (e.g., transportation, home care, child care, psychosocial support) was identified. Due to the increasing use of outpatient care for cancer patients, a greater demand for practical assistance can be expected in the future. The availability of practical services will need to be increased in order to effectively meet cancer patient needs.
| INTRODUCTION |
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As the needs of cancer patients and their families increase, informal support networks (e.g., family, friends) may become strained and unable to meet the greater demand for assistance.6 When patient needs become too much for the informal support network to manage, formal support networks (e.g., community organizations) are needed.
Community-based and philanthropic organizations have historically provided cancer patients and their families with essential services that have been unavailable from traditional medical sources. In the past several years, reliance on these organizations has become even greater. In an effort to better understand who utilizes these formal support networks, which services are currently available, and what services are needed, we undertook a two-phase study. In Phase I, we accessed the National Cancer Institutes Cancer Net,7 the Y-Me Web site links,8 Cancer Resources,9 and telephone directories, and we identified 71 national, regional, and local nonprofit organizations that provide information, referral, financial assistance, counseling, and other services for patients with cancer and their families. Forty-one of these organizations met our inclusion requirements, and information was received from 32 of the 41 eligible organizations. The goal of Phase I was to compile information about the services these organizations provide and obtain demographic information about their client population.
In Phase II, our objective was to closely examine a single organization in terms of its services, client demographics, medical characteristics, and client needs. Cancer Care, Inc. (CCI), which offers free emotional support, education, information, referral, and financial assistance to cancer patients and their families, was included in Phase II.10 By examining data from Phase I and Phase II together, our goal was to identify cancer patient and caregiver needs that are not met by existing services as well as those needs that are already satisfied by existing services.
| REVIEW OF LITERATURE ON CANCER PATIENT NEEDS |
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Financial Needs
The financial impact of cancer is far reaching and includes costs beyond what medical insurance plans cover. In one study, the most intense burden reported by cancer caregivers was financial.17 As new cancer treatments allow patients with complex medical problems to live longer, these concerns can become increasingly important.18 As a patients functional capacity diminishes, out-of-pocket expenses rise due to an increase in needs for such necessities as: transportation, child care, home care services, extra or specific foods, clothing, and lost income and wages.19,20 Since medical insurance plans do not cover expenses for needs in these areas, patients may be unable to afford these services. If such needs remain unmet, a patient can face setbacks in treatment adherence, overall functioning capacity, and quality of life.
The out-of-pocket expenses related to cancer do not differ by income level, indicating that both low- and high-income patients absorb the same or similar costs.19 Additional out-of-pocket expenses due to cancer coupled with gaps in medical insurance coverage may cause long-term financial difficulty and jeopardize patients ability to obtain or keep health insurance coverage.18 In a study examining the financial impact of cancer, Mor et al. found that 41 percent of households studied reported a 50% increase in expenses and 16 percent of households studied were unable to meet their monthly bills by at least $1,000.21 Further, in a study conducted by CCI in 1999, monthly expenses exceeded available monthly income by an average of $1,900.22
Additional financial problems occur among low-income families. For example, patients with a low-socioeconomic status often have difficulty obtaining medical care or home care assistance, as the eligibility criteria for Medicare and Medicaid have become increasingly stringent, with only 40 percent of the poor qualifying for Medicare and/or Medicaid in 1985 compared with the approximately 70 percent who met the criteria during the 1970s.18,23 For many of the working poor who do not qualify for public assistance and cannot afford health coverage, prolonged illness may cause them to lose employment altogether.1
Transportation Needs
Access to transportation or lack of it directly impacts patient ability to adhere to treatment regimens and receive medical care. Among elderly cancer patients, Goodwin et al. found that those with less access to transportation were four times less likely to receive radiation therapy following surgical treatment.24 In a study examining the needs of low-income cancer patients, almost half reported difficulty finding transportation, which impinged upon their ability to obtain treatment and care.25 Providing information materials regarding transportation options did not help them. This could suggest that even when aware of alternative services, patients need assistance completing paperwork and understanding eligibility requirements. Those most likely to experience transportation difficulties are older, African American or Hispanic, reside further away from their treatment center, and live on a low income.24,26
Personal Adjustment to Illness and Psychosocial Support Needs
Bunston and Mings11 assert that the psychosocial needs of cancer patients are clinically relevant because such needs can impact treatment adherence, quality of life, subsequent affective illness, and medical care outcomes. Because a diagnosis of cancer may be accompanied by feelings of anger, help-lessness, fear, and depression, ones personal adjustment to illness comprises a significant proportion of psychosocial support needs among cancer patients.27,28 While post-diagnosis distress may decrease within a period of six-to-twelve months time, many cancer patients continue to experience elevated levels of distress as long as five years after diagnosis.29
Studies examining the needs of cancer patients and caregivers have found that 40 to 50 percent of patients reported psychosocial support needs and over half reported at least one unmet need in this area.30–33 Patients who were younger, female, unmarried, and living at a low-income level with advanced disease were most likely to report unmet psychosocial needs.32 Mor et al. assert that an increase in unmet psychosocial needs may occur as cancer advances due to a decline in the patients functional capacity and ability to make use of opportunities for social interaction.34 And though patients are reporting high levels of psychosocial support needs, their health care providers are not actively promoting formal support networks. Guidry et al. found that a majority of their study sample had never been asked to join a support group35 and Chan and Woodruff found that less than half of their study sample, which was comprised of advanced-stage cancer patients, were given referrals to social services.36 This suggests that the psychosocial needs of cancer patients may be underestimated and/or that they do not receive adequate attention from health care providers.
Home Care for Daily Activity Needs
Needs for assistance with personal care (e.g., bathing) and daily activities (e.g., housekeeping, shopping) increase as cancer progresses. As patient needs increase, the likelihood of having an unmet need also increases.34 In a study by Heinrich and colleagues, the majority of patients reported a severe impact on day-to-day functioning with over 90 percent reporting problems with physical appearance and ability, 85 percent reporting problems with physical activities, and over 50 percent reporting difficulties sleeping, eating, and carrying out domestic tasks.30 Of patients with unmet needs, over half reported needing help in all areas of daily activities,21 and both patients and caregivers cited personal care as one of the most intensely unmet needs they experienced.37 Since needs, such as assistance with daily living activities, represent additional out-of-pocket expenses, they may remain unmet.
Communication with Health Care Professionals and Medical Information Needs
Unmet needs for both cancer-related information and assistance with understanding medical communications can lead to lapses in treatment adherence, increases in patient anxiety, reduced quality of life, and diminished understanding of symptoms or treatment side effects. Heinrich et al. reported that among a study sample of cancer patients, a majority indicated problems communicating with medical staff and understanding what medical staff said.30 Among hospitalized cancer patients, Tamburini et al. report that over 50 percent of patients in the study sample indicated they had unmet needs regarding information about their diagnosis, future condition, exams, and treatment.38 When patients do not understand medical communications or if they desire more information, they may be reluctant to seek assistance due to time constraints in the clinical setting or the desire to obtain information anonymously. For these patients, information and support provided by a telephone hotline has been a feasible option.39
For patients who have difficulty understanding written information or understanding English, additional barriers to obtaining information exist. In the United States, approximately 20 percent of the population is functionally illiterate. This percentage is higher among older persons, ethnic minorities, and low-income groups. Since most cancer literature is written at a tenth-grade reading level, it remains inaccessible to many patients and caregivers.40 In effect, patients who have difficulty understanding English need assistance with information given to them by medical professionals.
In a comparison between the needs of English and non-English speaking palliative care patients, Chan and Woodruff found that non-English speaking patients were less likely to have a complete understanding of their diagnosis, less likely to have adequate pain control, and less likely to die at home.41 Assistance in understanding information regarding diagnosis, treatment options, and prognosis could dramatically improve care among non-English speaking patients.
Factors Impacting Patient Needs
Due to the effect of unmet needs on patient treatment compliance, health status, and quality of life, it is important to identify demographic and medical characteristics that influence patient needs. Although the needs reviewed in the previous section are almost universal among cancer patients, there are several factors that, if combined, can result in a patient having an even greater level of need. Characteristics that have been shown to impinge upon patient and caregiver needs include age, disease stage, and treatment status.42,43 Identifying factors that impact a patients needs can help health care service providers better understand patient concerns and take steps to resolve needs.
Patients quality of life is influenced by treatment status and disease progression with those at diagnosis having the highest quality of life, followed by those in treatment, and diminishing further for terminal patients.34 Studies examining the needs of cancer patients report that those in the first year of diagnosis and those with early-stage disease (i.e., Stage I and II disease) report fewer needs, are less likely to have unmet needs, and are less likely to develop new needs compared with metastatic patients.6,16,17,44 As cancer progresses, patient functioning deteriorates making it even more difficult to fulfill all patient needs. In a study examining the unmet needs of cancer patients, Houts et al. found that terminal patients were three times more likely to report unmet needs related to daily activities compared with those in their first year of diagnosis.44
In addition to increasing needs, patient needs change over time and as a function of treatment status. At diagnosis, patients often focus on obtaining cancer-related information and support to help them adjust to their illness. Once patients begin treatment, important needs and concerns include: management of treatment side effects, transportation, work time-off issues, and coping with functional decline. Among patients studied in a cancer center setting, the reported concerns include a desire for adequate preparation for discharge from the hospital; finding a caregiver; work time-off issues; and the need for treatment information, active decision-making, and support.45
Terminal patients may experience the highest levels of need due to disease progression, increased symptoms, and func-tional decline. The goal of treatment shifts from achieving remission to controlling disease symptoms (e.g., pain, fatigue) and maintaining patient quality of life.36,46 Gates et al. found that among hospice patients, the most important needs reported included support from family and friends, frequent and honest com-munication, and coping with illness and death.45
Utilization of Formal Support Services
While findings show that groups at high risk for developing and dying of cancer underutilize support services,47–49 little is known about the reasons patients and their families do not seek such assistance. Hypothesized reasons patients and caregivers may not utilize community support resources include lack of awareness about available services, lack of knowledge about how to access services, financial constraints, fear of the stigma of accepting help, family resistance, patient refusal of care, and transportation problems.5,50 Lack of knowledge appears to be one of the biggest barriers to receiving needed assistance. Siegel et al. report that the majority of cancer patients who were enrolled in a needs-assessment program demonstrated poor knowledge about available services.14 Mor et al. found that in rural areas, those patients who were male, older, and had less education showed low levels of knowledge regarding hospice care and its availability.51 The lack of knowledge regarding available services may be greater among those who cannot afford medical care because most people either learn about or are referred to community services through the medical care system.18
The purpose of the current study is to examine formal support networks in order to document which cancer-related services are currently available, what services are needed, and who utilizes formal support networks. As medical care for cancer patients becomes increasingly outpatient-based and patients become more involved in making medical decisions, non-medical resources for cancer patient care and cancer-related information are in greater demand. A large body of knowledge exists regarding cancer patient and caregiver needs, but little is known about the community-based and philanthropic organ-izations designed to meet these needs. By examining a subset of these organizations and their clients, our goal was to provide valuable information to medical professionals, cancer patients and their families, and the organizations working to provide such services.
| PHASE I: SURVEY OF ORGANIZATIONS PROVID-ING SERVICES AND INFORMATION TO CANCER PATIENTS AND THEIR FAMILIES |
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Of the remaining 41 organizations, 32 (78 percent) completed the questionnaire, which included four organizations that provided a demographic profile of their clients. Nine organizations (22 percent) did not return the questionnaire due to: 1) a lack of staff time (N = 3); 2) a decision to decline to participate (N = 4); and 3) a failure to complete the questionnaire prior to the study deadline (N = 2).
Procedure
A mailing, consisting of an introductory letter and questionnaire, was sent to each organization, addressed to a contact established there in advance. Reminder calls were conducted at three- and six-week intervals following the mailing. Organizations that did not return the questionnaire by the 10-week cut-off date were classified as having declined to participate.
Measures
ORGANIZATION INFORMATION
Participants indicated: 1) the organizations primary mission; 2) the types of cancer for which services are provided; 3) the geographic areas receiving service; and 4) the primary methods of referral.
SERVICE PROVISION
Participants indicated whether their organization provided services via the Internet, by mail, in person, or by telephone. Participants also indicated which services were provided through each mode of contact.
HOTLINE CHARACTERISTICS
Those organizations providing a hotline indicated whether their telephone numbers are toll free; whether calls are answered by a telephone operator or through a messaging system; whether bilingual/Spanish services are provided; the services hours of operation; and the background or training of their telephone operators. Organizations were also asked whether client quality of life was assessed and the method of assessment used.
CLIENT INFORMATION
Organizations that collected client data provided: client demographic information; clients reasons for contacting the organization; caller identification (e.g., patient, family member); the patients age; length of time since diagnosis; ethnicity; marital status; gender; tumor site; disease stage; medical insurance coverage status; and treatment status.
Results
Organization Characteristics
Among the 32 organizations participating in this study, the most frequently cited services included: information/referral-based assistance (87.5 percent); educational assistance (87.5 percent); advocacy assistance (75 percent); and counseling/support (56 percent) (Table 1
). While 38 percent of organizations provided services for all tumor sites, most organizations providing services for a single cancer site (43 percent) served breast cancer only. Ninety-one percent of organizations provided services to the entire United States with 39.4 percent also providing services outside the United States.
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In terms of client reason for contact, AMC and CCI reported their clients primary reason for calling (one reason per client) instead of reporting all client concerns (Table 4
). In general, the reasons for contact reflected the mission of the organization. The most common reason clients contacted AMC was to obtain medical information (46 percent) while only 13 percent of CCI clients called for this reason. Half of all CCI clients called seeking psychological or psychosocial support compared with only 10 percent of AMC callers. The second most common reason for contacting both AMC and CCI was to obtain information, referrals, or education.
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Four organizations provided client reasons for contact based on estimated data. The Susan G. Komen Breast Cancer Foundation, the Cure for Lymphoma Foundation (CLF; CLF and LRFA merged in November 2001 to become the Lymphoma Research Foundation), and the National Brain Tumor Foundation (NBTF) reported more than one reason per caller while the American Foundation for Urologic Disease (AFUD) reported only one reason per caller. As seen in Table 4
, NBTF and AFUD primarily provide information, referrals, and education whereas the Komen Foundation and CLF provide psychological or psychosocial support to a large number of their clients. Three of the organizations indicated that between 15 and 30 percent of clients contacted their organiza-tions due to financial or medical insurance coverage concerns.
| PHASE II: CHARACTERISTICS OF PROSTATE AND BREAST CANCER PATIENTS CONTACTING CCI |
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Procedure
Social workers collected data on patient demographics and medical information. The reason for contacting the organization was explained by the client, and additional problems were identified by the social worker.
Measures
Variables assessed included patient age, ethnicity, religious affiliation, marital status, period of time since diagnosis, presence of metastatic disease, and identified problem(s). Although each of these variables was unavailable for a portion of the respondents, these variables represent the best available information across both the prostate and breast cancer data sets. However, as certain variables (e.g., age, period of time since diagnosis, marital status, and ethnicity) had large amounts of missing data (> 10 percent), the results need to be interpreted with caution.
Results
Sample Characteristics
The average age of prostate cancer patients was 70 years (SD = 10.4; N = 2,468) and the average age of breast cancer patients was 55 years (SD = 14.4; N = 8,732). Table 5
presents the demographic and medical data stratified by age. Older prostate and breast cancer patients were more likely to be widowed, have allowed a longer time to elapse since diagnosis, and have metastatic disease (
2, p < 0.001) (Table 5
). Approximately 28 percent of both the prostate and breast cancer patient samples had metastatic disease. Among prostate cancer patients, 70 percent were married, while only 47 percent of breast cancer patients were married. The median time period between diagnosis and contacting CCI was 5.6 months for prostate cancer patients and 4.6 months for breast cancer patients.
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The association between age, metastatic disease status, and identified problem(s) was examined among prostate and breast cancer patients. The results must be interpreted with caution due to the association between age and metastatic disease (
2, p < 0.001). Analyses controlling for the relationship between age and metastatic disease were not conducted as the amount of missing data would have limited the ability to interpret the analyses for both age and identified problem(s).
As seen in Table 6
, compared with younger patients, older prostate and breast cancer patients were less likely to report problems regarding personal adjustment to illness, but more likely to report problems with regard to home care and transportation. Prostate and breast cancer patients with metastatic disease were less likely to report problems regarding personal adjustment to illness and communication with health care professionals, but were more likely to report problems with home care and financial issues than prostate and breast cancer patients without metastatic disease.
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2, p < 0.001). Breast cancer patients calling from 1995 to 1997 were also more likely to call due to a problem with personal adjustment to illness (51 percent) and communication with health care professionals (7.2 percent) compared with those calling prior to 1995 (35.9 percent and 3.8 percent, respectively) (
2, p < 0.001). Among both prostate and breast cancer patients, financial problems, home care, and transportation issues did not differ by the year calls were received.
Differences in CCI Phase I and Phase II Data
For this study, we received two separate sets of caller data from CCI. In Phase I, we received caller data from 1998 and 1999 for all tumor sites. In Phase II, we received caller data from 1983 and 1997 for breast cancer patients, and from 1986 to 1997 for prostate cancer patients. While it is difficult to interpret any comparisons between the Phase I and Phase II/CCI data due to sample differences such as tumor site (Phase I included all tumor sites), there were several differences in identified problems that merit mentioning and may warrant further investigation.
In the data collected most recently (Phase I: 1998 to 1999), the five most frequently identified problems included: adjustment to personal illness (29 percent); adjustment to family illness (21 percent); professional consult/information (19 percent); financial (18 percent); and health care communication (13 percent) (Table 5
). However, in the data collected earlier (Phase II: 1983 to 1997) for both breast and prostate cancer patients, adjustment to family illness was less often reported and ultimately accounted for approximately eight percent of reported problems (Table 6
). This difference may reflect the increasing burden of care for family members due to the decrease of inpatient services for cancer patients.
Secondly, professional consult/information and health care communication needs were much less prevalent among the earlier data (Phase II: 1983 to 1997) for breast and prostate cancer patients (four percent and eight percent, respectively) compared with the most recent data (Phase I: 1998 to 1999) for patients (19 percent and 13 percent, respectively). The greater need in these areas expressed by the most recent patients may be a product of the increased focus on shared medical decision-making and home care. The remaining three categories did not change over time.
| DISCUSSION |
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In Phase I, organizations indicated which services they provide. The most frequently endorsed services included: referral to information resources, cancer information, a newsletter, and support/counseling for cancer patients and their families. While these services are extremely valuable and needed, few organizations provided services for practical needs such as transportation, financial assistance, and home care. However, when examining the problems identified by patients in Phase I, we found that up to 30 percent of patients reported financial needs and up to 10 percent reported transportation needs. Similarly, in Phase II, we found that three of the five most frequently identified problems reported were home care, financial assistance, and transportation needs with 10 to 29 percent reporting needs in these areas. These data suggest that a large gap exists between needs and service provision for practical assistance needs within this group.
The results of this study also support the finding that those at highest risk for developing and dying of cancer are the least likely to utilize formal support networks.47,49 The demographic and medical characteristics of the Phase I/CCI and AMC clients and Phase II/ CCI clients were similar to the characteristics of cancer patients utilizing formal support networks in previous studies.47–49,52,53 Since most of the Phase I/CCI and AMC clients and Phase II/CCI were female, white, middle-aged, and had a high school diploma, these data suggest that cancer patients who are male, non-white, older, and less educated are underrepresented among individuals utilizing formal support networks.
| CONCLUSION |
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The Phase II/CCI data showed that patient needs differed by age and by the presence of metastatic disease. This finding is consistent with previous studies showing that patient needs increase and change as a function of disease progression.6,16,17,34,44,45 While it is difficult to interpret the impact of the relationship between age and the presence of metastatic disease on identified problems, it is clear that older and metastatic-disease patients present with greater needs for financial, transportation, and home care services and fewer needs for assistance with psychological adjustment to their illness compared with younger and non-metastatic-disease patients.
In addition to an increase in needs for practical assistance, further information is needed on metastatic-disease patients in terms of their understanding of a host of end-of-life issues, such as palliative care resources, the appropriate use of do-not-resuscitate orders and a living will, pain management, and Phase I clinical trials. It is also important to consider the needs of older patients due to the large burden of cancer among older people and the aging of the US population.24 Many cancer patients will have needs or concerns related to aging regardless of their disease status.
The findings of this study highlight the need for additional research regarding the changing needs of cancer patients, the impact of demographic and medical characteristics on needs, utilization of formal support networks, and gaps in service provision. While many organizations lack the staff and financial resources to collect client information, several organizations, including the Y-Me National Breast Cancer Organization, the Susan G. Komen Breast Cancer Foundation, the Hospice Education Institute, and the American Society of Clinical Oncology, are currently beginning data collection or working to make previously collected data available. Client information collected by these organizations will provide a wealth of information regarding cancer patient needs and the utilization of formal support networks. Further, the Behavioral Research Center at the American Cancer Society (ACS) is currently conducting a nationwide population-based questionnaire survey of cancer survivors called the Study of Cancer Survivors. The purpose of this study is to identify unmet needs of cancer patients and their families, monitor changes in quality of life, evaluate ACS programs and services, and learn more about the long-term effects of cancer and its treatment.55
While the findings of the current study are limited by the lack of complete participation on the part of eligible organizations in Phase I and by the missing data in Phase II, this study makes a contribution to what is currently known about non-medically based services for cancer patients. The results of this study support the idea that those at highest risk for developing and dying of cancer are the least likely to utilize formal support networks. Further, a gap in service provision for assistance with practical needs (e.g., transportation, financial assistance, home care) was identified. Few organizations provide practical assistance, despite the substantial proportion of patients reporting needs in these areas. Clearly, the increasing use of outpatient care and home care for cancer patients can be expected to create a greater demand for practical assistance in the future. It is apparent that the availability of practical services will need to be increased in order to effectively meet cancer patient needs.
Finally, this study is a starting point for future research designed to meet cancer patient needs via formal support services. Since the most ill and those with the fewest resources are least likely to utilize available community services, increasing outreach efforts that assist these patients is the next step in this line of research.
| Footnotes |
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This research was funded by a contract from Cancer Care, Inc. and by the National Cancer Institute (K07-CA72645) to Kathryn L. Taylor, PhD.
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