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Article

Study on the Socio-Economic Impact of Cancer Disease on Cancer Patients and Their Relatives

1
Department of Labour law and Social Work, University of Salamanca, 37007 Salamanca, Spain
2
Department of Nursing and Physiotherapy, University of Salamanca, 37007 Salamanca, Spain
3
Instituto de Investigación Biomédica de Salamanca (IBSAL), 37007 Salamanca, Spain
4
Department of Developmental and Educational Psychology, University of Salamanca, 37007 Salamanca, Spain
5
Medical Oncology Unit, University Hospital of Salamanca, 37007 Salamanca, Spain
*
Authors to whom correspondence should be addressed.
Healthcare 2022, 10(12), 2370; https://doi.org/10.3390/healthcare10122370
Submission received: 15 October 2022 / Revised: 15 November 2022 / Accepted: 22 November 2022 / Published: 25 November 2022

Abstract

:
Background: Cancer is one of the most relevant social and health problems in the world. The disease entails additional costs for cancer patients and their families that are not covered by the public part of our welfare state, and which they assume themselves simply because they are ill. The main objective of this study is to identify and analyse the additional cost and socioeconomic impact of cancer disease on patients diagnosed with cancer disease and their families. Methods: Descriptive cross-sectional randomised observational epidemiological study without replacement with prevalence of cancer disease in the study base, carried out in the Medical Oncology Service of the Complejo Asistencial Universitario de Salamanca (CAUSA), Spain. Results: The study variable has been the additional cost of the cancer disease for cancer patients and their families that is not covered by our autonomous health system. Conclusions: Cancer disease entails an additional cost for the patient and family; more specifically, for 55% of the patients in the study sample, the diagnosis of cancer represents extra expenditure of between 8.38–9.67% of their annual income. Furthermore, the disability and dependence of patients does not represent an additional cost due to their levels of functionality, but it can have repercussions on the future cost of the evolution of the disease, in addition to the fact of having cancer.

1. Introduction

Cancer disease is one of the most relevant socio-health problems in the world. Due to its high mortality and increasing incidence [1,2,3], it represents the first cause of death in men and the second in women [4,5]. Cancer affects the medical aspects of the patient, but also generates a series of psychological, social, occupational, family and emotional conflicts in the lives of patients and their families [6,7,8,9,10]. The patient, during the oncological process, faces physical limitations and problems of autonomy caused by the disease, adaptation to new family dynamics and care roles in the patient, deteriorated labour relations and work incapacity, reduction of income at home, need for adaptations in the home, acquisition of orthopaedic material and complex emotional situations, among others.
The Spanish Association Against Cancer (AECC) states that the patient’s own work situation at the time of diagnosis is an important generator of crisis in the patient and family. This is a major conditioning factor for the consequences that the disease will have on the different aspects of their lives; the diagnosis itself can be a cause or aggravating factor in the socio-economic risk for the subsistence of the person and their family [11,12]. The disease entails additional costs for cancer patients and their families that are not covered by the public part of our welfare state, and which they bear themselves simply because they are ill. Public benefits are insufficient, and in the best of cases, they correspond to co-payments of a percentage of the additional expenses incurred by the patient and the family. The additional costs they bear are related to the purchase of medicines in pharmacies or parapharmacies, the purchase of orthopaedic equipment, home help or a patient accompaniment service, and additional costs arising from travelling to hospital for treatment.
Cancer is a very complex disease to deal with, but even more so when there are certain additional expenses that the patient and their family have to assume, due to the fact of being ill in a situation that also generates incapacity for work, sick leave and a reduction in income. The socio-economic impact suffered by the patient is known as the additional expenses borne by the patient and the family added to a situation of reduced household income as a result of having cancer [13,14,15].
Modern oncology, given the seriousness of the problem, has created the term "financial toxicity" to refer to the difficulties that the patient is encountering in his or her fight against cancer; not for medical reasons, but for economic reasons [13,14,15]. Because of all this, we believe that there is a need for interest and study of these costs and the socio-economic impact they produce.
On this basis, we hypothesized that cancer disease produces physical and psychosocial needs in many patients from the time of diagnosis and throughout the process of their illness that are not financed by the public health system and that can have an economic and emotional impact on the family nucleus.
Main objective of the study: identify and analyses the additional cost and socioeconomic impact of cancer disease on patients diagnosed with cancer disease and their families.

2. Materials and Methods

2.1. Design and Procedures

Randomised descriptive cross-sectional observational epidemiological study without replacement with prevalence of cancer disease at baseline.

2.2. Participants

The study participants were persons with an anatomopathological diagnosis of cancer admitted to the Medical Oncology Service of the Complejo Asistencial Universitario de Salamanca (CAUSA), Spain, receiving outpatient treatment in the Day Hospital and Radiation Oncology Service after voluntarily signing the informed consent form and fulfilling the selection criteria.
Inclusion criteria: Anatomopathological diagnosis of cancer, being an oncology patient at the Complejo Asistencial Universitario de Salamanca, Spain (CAUSA), being over 18 years of age and agreeing to participate voluntarily in this study.
Exclusion criteria: Failure to sign the informed consent document, despite having agreed to participate voluntarily in the study, having already been assessed for this study in a previous hospital admission or outpatient care and/or having a cognitive state that does not allow understanding of the study; Mini Mental score of less than 24 synonymous with mild cognitive impairment.
Withdrawal criteria: Express request for withdrawal by the patient’s family, even if they had completed the informed consent document, failure to correctly complete any of the assessment instruments required for this study.

2.3. Sample Size

The sample size was estimated considering the determination of the strength or power of the study, data on the size of the total population of people diagnosed with cancer disease in the province of Salamanca, Spain. The statistical parameters of confidence, the probability of occurrence or non-occurrence of the event studied with a maximum accepted estimation error.
The data considered for the calculation of the sample were:
The total population of people diagnosed with cancer disease in the last five years in Spain is 787,476, according to data from the Observatory of the Spanish Association Against Cancer in 2019 [12,15].
The total population of new diagnoses with cancer disease in Spain is 275,562, according to data from the Observatory of the Spanish Association Against Cancer of 2019 [12,15].
The total population of people diagnosed with cancer disease in the last five years in Castilla y León is 49,725, according to data from the 2019 Observatory of the Spanish Association Against Cancer [12,15].
The total population of new diagnoses with cancer disease in Castilla y León is 17,592, according to data from the Observatory of the Spanish Association Against Cancer in 2019 [12,15].
The total number of people diagnosed with cancer disease in the province of Salamanca is 7043, according to data from the Observatory of the Spanish Association Against Cancer in 2019 [12,15].
The total number of new diagnoses of cancer disease in the province of Salamanca is 2494, according to data from the Observatory of the Spanish Association Against Cancer of 2019 [12,15].
The sample size (n = …) is obtained from the result of the formula for the calculation of the sample in health research, described for descriptive studies of a qualitative type for finite population:
n = N × z α 2 × p × q e 2 × ( N 1 ) + z α 2 × p × q
The different data applied in the formula determine that the optimal result of our study corresponds to a sample size of 365 patients:
Sample size n = 364.33

2.4. Variables

2.4.1. Study Variable

The study variable was the additional cost of cancer for cancer patients and their families that is not covered by our regional health system.

2.4.2. Intervening Variables

The intervening variables were: gender, age, diagnosis, stage of the disease, line of treatment of the disease, levels of dependency, comorbidities, accessibility to treatment/change of habitual residence, socioeconomic situation of the patient and/or family, employment, pensions/social security benefits, main carer overload, health-related quality of life in cancer patients (HRQoL).

2.5. Measuring Instruments

To assess the different variables in the study, we used the following instruments to evaluate and collect results:
Barthel Index (BI) [16]: used to measure the levels of dependency of patients. It takes into account mobility parameters in addition to the care activities of the person being assessed. It is divided into 10 items corresponding to activities of daily living ABDVD. We use this measurement scale due to the objectivity of the results and the simplicity in the collection of each of its items. Score from 0 to 100.
Lawton and Brody scale [17]: used to measure people in their adaptation to their environment and maintaining independence with their community. It takes into account parameters of ability to perform tasks involving tools and social activities and measures ability to perform instrumental activities of daily living (IADLs). It is divided into eight items. We use this scale as a complement to the IB to be able to see the adaptation in the context of the oncological patient and the capacity or not of the patient to maintain a certain degree of autonomy in his or her community environment. Scoring from 0 to 8.
ZARIT primary caregiver overload test [18]: used to assess family overload with respect to caring for the ill person. It has 22 items. It has a Cronbach’s alpha coefficient of 0.91 and test-retest reliability with a Pearson correlation coefficient of 0.86 between the two means. We use this scale for reliability and validity. Score from 0 to 88.
ECOG scale [19,20]: used to measure the quality of life of cancer patients. It takes into account the evolution of the patient’s abilities in daily life and the relationship with the patient’s own maintenance of autonomy. Validity and reliability is high; Kendall’s correlation coefficient 0.75 with high correlation between this scale and the Kamofsky Index. The Spearman correlation coefficient values obtained were 0.85 (p < 0.0001) and 0.87 (p < 000.1) in different studies. We used this scale and not another one because of the objectivity of considering the quality of life of the cancer patient. Score from 0 to 5.
EUROQOL-5D questionnaire [21,22]: used to assess the variation in health-related quality of life. It takes into account five dimensions of health: mobility, self-care, activities of daily living, pain/discomfort and anxiety/depression. We use this scale for its simplicity, time of administration and ability to measure physical, psychological and social dimensions without loss of number of responses or wrong answers.
Self-completion questionnaire created for the study: used with the aim of obtaining relevant information on the additional cost that the oncological disease produces in patients and family members, considering: patient identification data, identification data of the patient’s main caregiver, patient health data, associated comorbidities, employment situation and economic situation of the patient and family. The dimensions in turn have different items and sub-items that have been previously assessed and evaluated objectively to obtain more information.
To evaluate the intervening variable “Socioeconomic situation of patient and/or family”, and the variable under study “Additional cost of the cancer disease to the cancer patient and family”, we used the self-completion questionnaire created for the study.
To assess the intervening variables “Gender”, “Age”, “Diagnosis”, “Stage of the disease”, “Line of treatment of the disease”, “Employment; self-employed, employed”, “Pensions/Social Security benefits”, “Comorbidity” and “Accessibility to treatment/change of home” we used the self-completion questionnaire created for the study.
To assess the intervening variables “Level of dependency”, “Primary caregiver overload” and “Health-related quality of life in cancer patients (HRQoL)” we used the rest of the measurement scales: Barthel Index, Lawton-Brody Scale, Zarit overload test, ECOG Scale and EuroQol-5D Questionnaire.

2.6. Procedure and Data Collection

The data collection did not have a temporal sequence. It was carried out at a single point in time, in a period of time that allowed the data to be obtained. The study was conducted in accordance with the Declaration of Helsinki and approved by the Ethics Committee of University of Salamanca (protocol code 507 and date of approval February 2021).
The patients and main caregivers were informed of the existence of the present research, as well as of the objective and voluntary nature of their participation in it. They signed the informed consent form authorising their voluntary participation in the study.
The evaluation and data collection were carried out during the following phases:
New admission of the patient to the Medical Oncology Department: we analysed the suitability of the newly admitted patient according to the inclusion and exclusion requirements, presented the research and main objective, gave informed consent for authorisation to participate in the study and completed the self-completion questionnaire. Subsequently, we passed the scales.
Patient admitted when we started the study in the Medical Oncology Department: we analysed the suitability of the admitted patient, presented the research and main objective, gave informed consent for authorisation to participate in the study and completed the self-completion questionnaire. Subsequently, we passed the scales.
Treatment of patients in day hospital and/or treatment of patients in radiotherapy: we analysed the suitability of the inpatient, presented the research and main objective, gave informed consent for authorisation to participate in the study and completed the self-completion questionnaire. Subsequently, we passed the scales.
Data collection was carried out using a Microsoft Access database created specifically for this study using a unique identification code for each participant in the study.
Statistical analysis was carried out using SPSS version 25.0 (IBM Corp., Armonk, NY, USA).

2.7. Statistical Analysis

The statistical analysis of the study involved the collection of data from the selected sample by means of a questionnaire and measurement scales, processing the data by applying exclusion criteria from the study when necessary.
We have resorted to descriptive analysis considering the maximum and minimum values obtained for each of the quantitative variables, as well as the presence of possible outliers in the box plots.
The determination of the outlying values and their consideration or not as part of the study has been done through the boxplot, considering the spread distance and classifying the outlying values into three types: adjacent values, close outlying values and far outlying values.
The far distant values were those that were determined to be removed from the study in the variables in order to avoid distortion by maintaining close distant values and adjacent values due to an ecological situation of patient participation in the study.

2.7.1. Descriptive Statistics

We performed a descriptive analysis of the socio-demographic characteristics of our sample and of the scores we obtained using the study tools.
The study variables were analysed using the Shapiro-Wilk statistic to ascertain the normality of the sample, determining the path to follow: parametric (normal variables) or non-parametric (non-normal or ordinal variables).
In all cases we describe the variables with the corresponding statistics: the variables that have followed a normal distribution have been defined by mean and standard deviation statistics following the parametric route, and the variables that have followed a non-normal distribution have been defined by the median and the interquartile range as a measure of centralisation following the non-parametric route.
The categorical or qualitative variables were defined by frequencies and percentages.

2.7.2. Analytical Statistics

The study variables were analysed using the Shapiro-Wilk statistic to determine whether they followed a normal distribution in each case and circumstance, thus determining the way forward: parametric (normal variables) or non-parametric (non-normal or ordinal variables).
The statistical consideration of the variables according to their distribution has been: mean and standard deviation (m and s) if we have normal variables, and median and Inter-quartile range (M and IQR) if we have non-normal variables.
The normality test of the aforementioned statistic oriented most of the calculations of the sample variables in a non-parametric way (p < 0.05) based on the fact that a comparison or correlation of two variables is carried out, except when the two variables are normal.
Some variables have been recoded as long as the number “N” of the variable under study was very small and had a coherent capacity to recode in another group of the same variable.
We used the Mann–Whitney U Test (for comparison of two means) or the Kruskal–Wallis Test (for comparison of three or more means) when the initial conditions were equal when p > 0.05.
The comparison of two means has been resolved in each case, considering, in the parametric way, with the Student’s t-test statistic (both in repeated means and in independent groups), in the non-parametric way with the Mann–Whitney U statistic (independent groups) or the Wilcoxon t-Test (repeated measures).
Comparisons of three or more means have been analysed: non-parametrically with the Kruskal–Wallis H statistic—ANOVA, non-parametric—in the situation of independent groups, and non-parametrically with Friedman’s Q test in the situation of repeated measures.
The results obtained have been expressed with the value of the statistic with the p-values and those data that are most interesting for the interpretation of the result.
The contrast statistics have been included for the most part in the analysis in order not to lose veracity in the statistical process and to be able to subtract information in the subsequent discussion independent of the normality test result (p < 0.005 or p > 0.005).

3. Results

The study had a final sample of 365 patients with a mean age of 61.62 years (±13.012).
Table 1 shows the socio-demographic characteristics of the patients with an equal distribution between men (48.5%) and women (51.5%), with 63.8% of the sample being married followed by 14.5% of the sample being single. The place of residence of the patients was 55.3% of the sample in an urban setting and 44.7% of the sample in a rural setting.
The type of cancer in the sample was 24.1% for the digestive system, followed by 23.3% for the respiratory system and lung, followed by 19.7% for the breast. The stage of the disease was stage IV in 30.4% of the sample, stage II in 28.2% of the sample, stage III in 24.75% of the sample, stage I in 14.0% and stage 0 in 2.2% of the sample.
The amount is reflected in the table of net annual household income during the last fiscal year when the patient was diagnosed and before the oncological diagnosis. The variation that the household has undergone since the cancer diagnosis is also reflected.
Descriptive results are shown for the extraordinary expenses incurred by the patients evaluated. Analysing the percentages, we can see that there has been an expense of up to €600 for 65.85% of the sample related to pharmacy and/or parapharmacy, an extraordinary expense of €600 and upwards for 21.4% of the sample related to orthopaedic material, an extraordinary expense of €600 and upwards for 7.7% of the sample on home help, and an extraordinary expense of €600 and upwards for 7.7% of the sample on home help, 7% of the sample for home help and/or patient accompaniment service and an extraordinary expense of more than €1500 on average for transfers to hospital for 11.2% of the sample, followed by an expense of €900 on average for 12.1% and up to €300 on average for 41.4% of the sample.
Table 2 shows the results obtained in the different measurement scales administered to the patients.
The Barthel Index score shows that 31.8% of the sample is independent, 35.9% has mild dependence, and 31.9% has moderate to total dependence.
The Lawton and Brody score shows that 24.7% of the sample is independent, 33.2% is mildly dependent, 20.8% is moderately dependent and 20.9% is severely to totally dependent.
The ECOG scale shows Ecog 1 for 34.2% of the sample, followed by Ecog 2 for 24.4% of the sample, Ecog 0 for 16.2% of the sample, and 24.7% corresponds to a situation between Ecog 3 and Ecog 5.
The Zarit scale shows that 65.8% of the main carers had no caregiving overload, followed by 20.3% of the sample with an intense overload and 13.4% with a light overload.

Primary and Secondary Results

Table 3 shows the degree of statistical significance obtained in the contrast between the different economic variables and the grouping variables considered in the study.
Analysing the different variables under study, we can observe the following:
For the variable “Amount of net annual household income prior to cancer diagnosis” (p < 0.05) we observe from the average range how the amount of net annual household income prior to diagnosis is higher in the urban setting (192.03) than in the rural setting (169.70).
For the variable “Amount of net annual household income during the last fiscal year” (p < 0.05) we observe from the average range that the amount of net annual household income during the last fiscal year is higher when the type of cancer is digestive (192.85) or when it is another type of cancer (208.41). However, we can observe how the amount of net annual household income during the last fiscal year on average is much smaller when the patient has a haematological diagnosis (129.19).
For the variable “Extra expenditure in the last year on home help and/or patient accompaniment service” (p = 0.014) we observe from the average range how the extra expenditure in the last year on home help and/or patient accompaniment service is higher in the urban area (31.55) than in the rural area (21.61).
For the variable “Extra expense in transfers to hospital” (p = 0.021) we observe from the average range how the extra expense in transfers to hospital is higher when we have a diagnosis related to the Central Nervous System (151.15) or Haematology (145.77).
Table 4 shows the degree of statistical significance obtained in the contrast between the different measurement instruments and the grouping variables considered in the study.
Analysing the different variables under study, we can observe the following:
For the variable “Amount of net annual household income prior to cancer diagnosis” (p < 0.05) we observe how the Lawton and Brody scale shows us from the average range that there is a greater amount of income prior to cancer diagnosis when the patient is independent (201.44), followed by when the patient has a moderate score (188.63) and a light dependency score (177.43).
For the variable “Extraordinary expenditure in the last year on transfers to hospital” (p = 0.024), we observe that there is significance with the ECOG scale, which shows us from the ranges that there is greater expenditure when the patient has an Ecog 5 (201.25) with a large difference with respect to the other ranges of the same variable, being almost double with respect to Ecog 4 (106.91).
For the variable “Amount of net annual household income prior to diagnosis” (p = 0.029), we observe that there is significance with the ZARIT scale which shows us from the ranges that the amount of net household income prior to diagnosis is greater when the relative does not have caregiver overload (190.73), followed by when he/she has a slight overload (180.81).
For the variable “Amount of net annual household income during the last fiscal year” (p = 0.016) we observe that there is significance with the ZARIT scale which shows us from the ranges that the amount of net annual income during the last fiscal year in the household is greater if the main caregiver is in a situation without overload (191.21) followed by having a light overload (182.23) and having an intense overload (151.98).

4. Discussion

This research arose from the need to identify and analyse the additional cost and socioeconomic impact of cancer disease on patients and their families. Cancer generates an additional cost [11,12,13,14,15] that is not covered by the national health system, creating difficulties for the individual in the fight against cancer, not for medical but for economic reasons [13,14,15].
The evolutionary process of the disease not only generates additional cost with the possible physical state of disability or dependence of the patient, but, as shown by our results, additional costs related to the very fact of having cancer in terms of medicines, travel to receive treatment, consultations, home help and orthopaedic material, among others.
In recent years, although lifestyle changes are continually advocated to prevent the development of the disease, cancer rates worldwide continue to rise [23]. For many patients and families, coping with the disease involves socioeconomic inequalities, with low socioeconomic status being a factor directly associated with health disadvantage and increased mortality [24].
Access to adequate, high-quality, patient-centred cancer care is of vital importance to take into account all factors surrounding the sick person, including drug prices, acute hospitalisations, hospitalisations in the last months of life, among others [25]. The socioeconomic level of the family unit at the time of coping with the disease is directly related to better adherence to treatment and therefore a better quality of life [24,26].
The study by Wu et al. [26] reveals how even depressive symptoms in people with chronic diseases, in our case cancer patients, are associated with higher costs of medical care in outpatient visits and hospitalisation costs, but also with greater deterioration of their physical health, lower adherence to treatment and a decrease in quality of life with a corresponding economic burden on the patient due to physical limitations coexisting with depressive symptoms that exacerbate their morbidity and disability [27,28,29].
Chronic diseases have become an economic burden on health care worldwide [30,31,32]; patients present with mental and physical distress in their evolution [33] with chronic diseases such as cancer requiring long-term observation for decreased function and a greater episode of unpredictable acute care [34,35].
The economic circumstances of the patient and their family determine the financial stability to face certain costs; regardless of purchasing power, the families interviewed in our research have required a greater amount of economic resources during the process, as has occurred in other studies [36] in terms of medication, consultations, transport, special food, etc.
The results obtained in our study show that the main variables that entail additional expenses for the patient and their family are the cost of pharmacy and/or parapharmacy, the cost of orthopaedic material, the cost of home help and/or patient accompaniment service and the cost of transport to hospital, none of which is fully covered by Social Security.
These results coincide with studies such as that of Camacho and colleagues on amyotrophic lateral sclerosis (ALS) and neuromuscular diseases, in which they point out that their patients also require orthopaedic technical aids, assistance from a caregiver to carry out Activities of Daily Living, specific care needs, transport costs, etc., which are not funded [37]. As in our study, care needs represent an additional expense generating an economic impact on the patient and thus on the family itself.
Our results also coincide with the research of Villarejo and collaborators, who point out that Alzheimer’s disease (AD) and other dementias generate expenses derived from home care, institutionalisation, technical aspects, remodelling of homes, transport, informal caregiver expenses, etc., which are not financed by Social Security, with 88% of the total cost being borne by the patient’s family and only 12% being financed by public funds [38].
Regarding the amount of annual income of the patient and his family, the average values obtained from the study indicate that the amount of income in the last fiscal year is much lower when the patient is in a situation of diagnosis related to haematological cancer disease. This situation is due to the fact that the patient is admitted to hospital for long periods of time when receiving aplasia therapy and has to stay in hospital for three to five weeks, requiring specialised hospital care [39]; after discharge as well, the patient needs to stay in the vicinity of the hospital where he/she is being treated for any signs of fever or ailment in order to receive the corresponding antibiotic treatment.
Patients in this situation have to deal with the additional costs of having cancer, but also with situations of sick leave of the patient himself, together with the support and accompaniment of the main caregiver, generally a spouse or partner who also has to modify their work activity (sick leave, reduced working hours for care, months without employment or salary, leaving work, etc.), thus considerably affecting the economy of the family unit, which has to continue to meet the common expenses of their place of residence like any other family.
In this sense, the existing literature reinforces our findings and indicates that annual income is indeed reduced as a consequence of having an anatomopathological diagnosis of cancer. Studies such as that of Sharrocks and colleagues obtain similar results and affirm, when discussing clinical trials, the low representation of groups with a low socioeconomic level, which is an aspect that they relate to the financial capacity of the patient and the family who cannot cover additional expenses derived from a trial with travel to another place of residence different from their home, expenses in accommodation, diets, transport, etc. [40].
Regarding geographic dispersion, the results obtained in our research indicate that it generates additional expenses for the patient and the family for travelling to the hospital to receive treatment. The additional cost of transfers to hospital and/or patient accompaniment services, considering the average ranges, is higher when there is a diagnosis related to the central nervous system or haematological diagnosis compared to the rest of the oncological diagnoses.
These data coincide with the study by Villarejo et al. in relation to Alzheimer’s disease and other dementias, in which the patient’s place of residence is a factor to be considered; being registered in a rural or urban area is a major additional cost factor [38].
Our results are also similar to those reported by Wyman et al. who state that the families of cancer patients bear 45% of the total cost of the disease from their own resources in terms of pharmacy and/or parapharmacy, transport, food, accommodation, equipment, home works, formal and informal care, etc. [15].
In addition to the above findings, our results inform us that before the oncological diagnosis, there were more patients and family units with income in the range €120,001–18,000 (2.1% more), more patients with income in the range €180,001–24,000 (1.4%), and more patients with income of more than €30,000 (2.2% more). However, if there was a diagnosis of cancer, there were more patients and households with incomes below €6000 (1.1% more) and more patients and households with incomes in the range €6000–12,000 per year (2.2% more).
In short, according to the data obtained in our study, for 55% of patients with an annual net income of less than €15,000, cancer represents an extra expense of between 8.38–9.67% of their annual income.
Based on the results obtained, we can indicate that, indeed, the disease has an additional cost for the patient and the family that is not covered by the public sector simply because they have cancer, and, in addition, it represents a reduction in income. Other studies analysed show similar results [38], creating a new social reality of inequality and a social disadvantage in this case for the patients themselves.
The literature on this subject is still practically non-existent; however, we have found bibliography on the economic cost of cancer to the National Health System [41], the cost of cancer at hospital level with a public economic impact [42] or cancer related to the resulting incapacities in Social Security for the patient and loss of productivity [42].
It is important to point out that most research to date has focused primarily on the cancer disease and not on the person suffering from cancer in a comprehensive manner, taking into account the patient-family nucleus. For this reason, we consider that one of the great advantages of our work is to place the cancer patient at the epicentre of the intervention, considering all the variables that may affect the patient and the family in terms of having an additional cost.
The limitations of the study have been, firstly, the reliability of the sources: the subject of our research does not have sufficient theoretical and documentary support and, therefore, much of the information has been based on fieldwork through the techniques shown and tools retrieving information through informant subjects.
Another limitation is the study population and its contextual framework; the study participants are people diagnosed with cancer, and advocating empathetic behaviour at all times and absolute respect for the situation of the patient and their family can make it difficult to obtain such personal information.
In future studies, we intend to address different age groups affected by cancer in order to be able to discriminate whether, in more limited age groups, disability and dependence is incidental and can generate greater expenditure in addition to the additional expenditure involved in having cancer. We would also like to carry out a study differentiated by type of cancer in different age groups in order to be able to see the breakdown of expenses by type of cancer and which of them, in addition to being cancer, entail greater additional costs.
We are also considering the possibility of studying the cancer patient’s family unit; we start from the fact that the sample has a high rate of married patients. Studying the impact of cancer on the immediate family on socioeconomic levels (reduction of working hours, abandonment of work for care, unpaid leave, etc.) would be of interest to the oncology community. Our results lead us to think about the importance of focusing on the patient and not so much on the disease. In this way, different needs of patients, their families, and thus of our society, could be highlighted and reduced.

5. Conclusions

Cancer disease entails an additional cost for the patient and the family. In addition, the disability and dependence of patients does not represent an additional cost due to their levels of functionality, but it can have repercussions on the future cost of the evolution of the disease, in addition to the fact of having cancer.

Author Contributions

Conceptualization, A.G.M. and E.J.F.R.; methodology, M.I.R.G.; software, C.S.G.; validation, A.G.M. and E.J.F.R.; formal analysis, C.S.G.; investigation, A.G.M.; resources, E.J.F.R.; data curation, M.I.R.G.; writing—original draft preparation, A.G.M.; writing—review and editing, E.J.F.R.; visualization, C.S.G.; supervision, M.I.R.G.; project administration, A.G.M.; funding acquisition, E.J.F.R. All authors have read and agreed to the published version of the manuscript.

Funding

This research received no external funding.

Institutional Review Board Statement

The study was conducted in accordance with the Declaration of Helsinki, and approved by the Ethics Committee of University of Salamanca (protocol code 507 and date of approval February 2021).

Informed Consent Statement

Informed consent was obtained from all subjects involved in the study. Written informed consent has been obtained from the patient(s) to publish this paper.

Data Availability Statement

The data presented in this study are available on reasonable request from the corresponding author. The data are not publicly available due to the applicable data protection law.

Acknowledgments

Thanks to all the patients who participated in the study in a completely altruistic way.

Conflicts of Interest

The authors declare no conflict of interest.

References

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Table 1. Socio-demographic variables of the study sample.
Table 1. Socio-demographic variables of the study sample.
Socio-Demographic VariablesNResults
Patient age3656162 ± 13.012
Patient gender365Men: 48.5%
Women: 51.5%
Patient marital status365Single: 14.5%
Married: 63.8%
Separated and divorced: 11%
Widowers: 10.7%
Patient place of residence365Urban: 55.3%
Rural: 44.7%
Type of cancer365Digestive: 24.1%
Lung: 23.3%
Breast: 19.7%
Prostate: 6.3%
Central N.S.: 3.0%
Haematological: 9.3%
Other: 14.2%
Stage of the disease363Stage 0: 2.2%
Stage I: 14.0%
Stage II: 28.2%
Stage III: 24.7%
Stage IV: 30.4%
Number of treatments since cancer diagnosis3631.51 ± 0.653
Amount of annual net household income in the last tax year363Less than €6000: 4.9%
From €6000 to €12,000: 22.2%
From €12,001 to €18,000: 27.9%
From €18,001 to €24,000: 20.0%
From €24,001 to €30,000: 13.7%
More than €30,000: 10.7%
Amount of net annual household income prior to cancer diagnosis363Less than €6000: 3.8%
From €6000 to €12,000: 18.1%
From €12,001 to €18,000: 30.1%
From €18,001 to €24,000: 21.4%
From €24,001 to €30,000: 13.2%
More than €30,000: 12.9%
Change in annual net household income prior to cancer diagnosis124Up to 20%: 14.0%
From 20% to 40%: 13.7%
From 40% to 60%: 4.9%
From 60% upwards: 1.4%
Extraordinary expenses in the last year in pharmacy and parapharmacy274Up to €600: 65.8%
From €600 to €1200: 7.1%
From €1201 upwards: 2.2%
Extraordinary expenditure on orthopaedic equipment in the last year171Up to €600: 25.5%
From €600 to €1200: 16.2%
From €1201 upwards: 5.2%
Extraordinary expenditure in the last year on home help and patient escort service54Up to €600: 7.1%
From €600 to €1200: 3.6%
From €1201 upwards: 4.1%
Average extraordinary expenditure on transfers to hospital in the last year236€300: 41.4%
€900: 12.1%
€1500: 4.4%
€2400: 2.7%
€4500: 4.1%
Table 2. Scores on the IB, Lawton and Brody, ECOG and Zarit scales of the sample.
Table 2. Scores on the IB, Lawton and Brody, ECOG and Zarit scales of the sample.
Measuring ScalesNResults
Barthel score363Total: 13.2%
Severe: 5.8%
Moderate: 12.9%
Slight: 35.9%
Independent: 31.8%
Lawton and Brody score363Total: 8.8%
Severe: 12.1%
Moderate: 20.8%
Slight: 33.2%
Independent: 24.7%
Ecog scale363Ecog 0: 16.2%
Ecog 1: 34.2%
Ecog 2: 24.4%
Ecog 3: 11.0%
Ecog 4: 13.2%
Ecog 5: 0.5%
Zarit scale363No overload: 65.8%
Light overload: 13.4%
Intense overload: 20.3%
Table 3. Contrast statistics. Grouping variable: type of cancer and patient’s place of residence.
Table 3. Contrast statistics. Grouping variable: type of cancer and patient’s place of residence.
VariableType of CancerNValue pAverage RangePatient’s Place of ResidenceNValue pAverage Range
Amount of annual net household income prior to diagnosisDigestive88p = 0.16218,933Urban200p = 0.03919,203
Lung84
Breast7218,549
Prostate2318,092
Central N.S.1117,633Rural16316,970
Haematological3416,523
Other5113,725
Total36320,115Total363
Amount of annual net household income in the last tax yearDigestive88p = 0.02319,285Urban200p = 0.7219,075
Lung84
Breast7218,401
Prostate2317,585
Central N.S.1118,624Rural16317,127
Haematological3415,205
Other5112,919
Total36320,841Total363
Change in revenueDigestive34p = 0.0545674Urban75p = 0.8996281
Lung25
Breast216224
Prostate76886
Central N.S.54043Rural496203
Haematological165630
Other168438
Total1245653Total124
Extraordinary expenditure in the last year pharmacy and parapharmacyDigestive63p = 0.29213,977Urban156p = 0.17114,076
Lung66
Breast5314,370
Prostate1412,803
Central N.S.712,050Rural11813,319
Haematological3112,050
Other4014,250
Total27414,130Total274
Extraordinary expenditure in the last year on orthhopaedic equipmentDigestive38p = 0.1297905Urban95p = 0.8658548
Lung36
Breast478728
Prostate98428
Central N.S.67233Rural768664
Haematological1213,633
Other238825
Total1719004Total171
Extraordinary expenditure in the last year on home help and patient accompaniment serviceDigestive19p = 0.8792700Urban32p = 0.0143155
Lung8
Breast73094
Prostate32307
Central N.S.23583Rural222161
Haematological32325
Other122467
Total542792Total54
Extraordinary expenditure on transfers to hospitalDigestive58p = 0.02110,834Urban97p = 0.84511,939
Lung56
Breast4311,452
Prostate1511,569
Central N.S.109187Rural13911,788
Haematological2615,115
Other2814,577
Total23612,911Total236
Table 4. Contrast statistics. Grouping variable: measurement scales.
Table 4. Contrast statistics. Grouping variable: measurement scales.
VariableBarthelNValue pLawton BrodyNValue pECOGNValue pZARITNValue p
Amount of annual net household income prior to diagnosisTotal48p = 0.186Total32p = 0.046Ecog 059p = 0.194No overload240p = 0.029
Severe21Severe44Ecog 1125
Moderate47Moderate76Ecog 389Light overload49
Slight131Light121Ecog 448
Independent116Independent90Ecog 52Intense overload74
Total363Total363Total363Total363
Amount of annua net household income in the last tax yearTotal48p = 0.475Total32p = 0.081Ecog 059p = 0.424No overload240p = 0.016
Severe21Severe44Ecog 1125
Moderate47Moderate76Ecog 389Light overload49
Slight131Light121Ecog 448
Independent116Independent90Ecog 52Intense overload74
Total363Total363Total363Total363
Change in revenueTotal7p = 0.540Total8p = 0.273Ecog 014p = 0.152No overload74p = 0.614
Ecog 150
Severe10Severe11Ecog 236Light overload17
Moderate17Moderate32Ecog 313
Slight51Light48Ecog 410Intense overload33
Independent39Independent25Ecog 51
Total124Total124Total124Total124
Extraordinary expenditure in the last year pharmacy and parapharmacyTotal36p = 0.663Total27p = 0.957Ecog 035p = 0.328No overload179p = 0.095
Ecog 199
Severe15Severe33Ecog 267Light overload35
Moderate43Moderate60Ecog 336
Slight102Light94Ecog 435Intense overload60
Independent78Independent60Ecog 52
Total274Total274Total274Total274
Extraordinary expenditure in the last year on orthhopaedic equipmentTotal39p = 0.451Total26p = 0.142Ecog 013p = 0.693No overload92p = 0.302
Ecog 148
Severe11Severe29Ecog 242Light overload32
Moderate35Moderate43Ecog 327
Slight52Light43Ecog 439Intense overload47
Independent34Independent31Ecog 52
Total171Total171Total171Total171
Extraordinary expenditure in the last year on home help and patient accompaniment serviceTotal11p = 0.766Total7p = 0.955Ecog 112p = 0.090No overload30p = 0.621
Severe4Severe8
Moderate14Moderate23Ecog 221Light overload7
Slight20Light15Ecog 310
Independent5Independent1Ecog 411Intense overload17
Total54Total54Total54Total54
Extraordinary expenditure on transfers to hospitalTotal37p = 0.885Total26p = 0.850Ecog 032p = 0.024No overload146p = 0.806
Ecog 172
Severe16Severe34Ecog 265Light overload33
Moderate31Moderate48Ecog 326
Slight92Light81Ecog 439Intense overload57
Independent60Independent47Ecog 52
Total236Total236Total236Total236
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Garcia Martin, A.; Fernandez Rodriguez, E.J.; Sanchez Gomez, C.; Rihuete Galve, M.I. Study on the Socio-Economic Impact of Cancer Disease on Cancer Patients and Their Relatives. Healthcare 2022, 10, 2370. https://doi.org/10.3390/healthcare10122370

AMA Style

Garcia Martin A, Fernandez Rodriguez EJ, Sanchez Gomez C, Rihuete Galve MI. Study on the Socio-Economic Impact of Cancer Disease on Cancer Patients and Their Relatives. Healthcare. 2022; 10(12):2370. https://doi.org/10.3390/healthcare10122370

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Garcia Martin, Alberto, Eduardo J. Fernandez Rodriguez, Celia Sanchez Gomez, and Maria I. Rihuete Galve. 2022. "Study on the Socio-Economic Impact of Cancer Disease on Cancer Patients and Their Relatives" Healthcare 10, no. 12: 2370. https://doi.org/10.3390/healthcare10122370

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