University of Groningen
Factors associated with the persistence of medically unexplained symptoms in later life
van Driel-de Jong, Dorine
DOI:
10.33612/diss.136429372
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van Driel-de Jong, D. (2020). Factors associated with the persistence of medically unexplained symptoms
in later life. University of Groningen. https://doi.org/10.33612/diss.136429372
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Assessment of somatization and medically
unexplained symptoms in later life
van Driel, T. J. W., Hilderink,
P. H., Hanssen, D. J. C.,
de Boer, P., Rosmalen, J. G. M., & Oude Voshaar, R. C. (2018)
Assessment, 25, 3, 374-393
Abstract
The assessment of medically unexplained symptoms and ‘somatic-symptom disorders’ in older
adults is challenging due to somatic multimorbidity, which threatens the validity of somatization
questionnaires. In a systematic review study, the Patient Health Questionnaire (PHQ-15)
and the somatization subscale of the Symptom Checklist 90-item version (SCL-90 SOM) are
recommended out of 40 questionnaires for usage in large-scale studies. While both scales
measure physical symptoms which in younger persons often refer to unexplained symptoms,
in older persons these symptoms may originate from somatic diseases. Using empirical data,
we show that PHQ-15 and SCL-90 SOM among older patients correlate with proxies of
somatization as with somatic disease burden. Updating the previous systematic review,
revealed six additional questionnaires. Cross-validation studies are needed as none of 46
identified scales met the criteria of suitability for an older population. Nonetheless, specific
recommendations can be made for studying older persons, namely the SCL-90 SOM and
PHQ-15 for population-based studies, the Freiburg Complaint list and somatization subscale
of the Brief Symptom Inventory 53-item version for studies in primary care, and finally the
Schedule for Evaluating Persistent Symptoms and Somatic Symptom Experiences Questionnaire
for monitoring treatment studies.
Introduction
Somatization is the tendency to experience and communicate somatic distress in response
to psychosocial stress and to seek medical help for it
1. The severity of somatization, however,
is difficult to measure. In younger people, it is often assessed by a physical symptom count,
especially by counting symptoms that often remain medically unexplained in clinical practice,
like fatigue or dizziness. Medically unexplained physical symptoms (MUS) might thus be the
result of a process of somatization and are a core criterion of somatoform disorders in the
Diagnostic and Statistical manual of Mental disorders, version IV, text revised (DSM-IV-TR).
With the introduction of the DSM-5, the DSM-IV-TR section of somatoform disorders has
been replaced by the new section of somatic symptom and related disorders
2. The most
important change was the focus on so-called positive criteria for establishing a diagnosis, i.e.
the prominence of a physical symptom associated with significant distress and impairment.
The major diagnosis in this section, somatic symptom disorder, emphasizes diagnosis made
on the basis of positive symptoms and signs, i.e. distressing somatic symptoms plus abnormal
thoughts, feelings, and behaviors in response to these symptoms. This contrasts with somatoform
disorders in the DSM-IV-TR that poses the absence of a medical explanation for the somatic
symptoms a key feature. Although somatic symptom disorders might be more useful for
diagnosis in both primary and specialized (somatic) health care, the criteria for these disorders
do not necessarily apply to all patients burdened by MUS. MUS, irrespective of the DSM
classification rules, have consistently been associated with a lower quality of life, psychological
distress, and increased medical consumption
3,4A systematic review has identified 40 scales to assess self-report somatic symptoms
5. The
Patient Health Questionnaire-15 (PHQ-15) and the somatization subscale of the Symptom
Checklist 90-item version (SCL-90 SOM) were considered the best options to be used
in large-scale population based studies, based on several criteria among which type of
symptoms, time frame, response scale, psychometric characteristics and patient burden
5.
Since older persons often suffer from physical symptoms due to one or more chronic somatic
diseases (multimorbidity)
6, somatic symptom questionnaires may easily overestimate the
severity of somatization in an older sample. Nonetheless, accumulating data emerge that
somatization, MUS, and somatoform disorders are highly relevant in older persons, posing
a significant burden on health-related quality of life, increased level of health care usage and
potentially iatrogenic damage
3. Nonetheless, actual prevalence rates are somewhat lower
among persons aged above 65 years compared to younger persons
7. In a systematic review
of six cohort studies including both younger and older people, prevalence rates for DSM-IV
defined somatoform disorders ranged from 1.5% through 13.0% (median 5.4%) among people
aged 65 years and older, and from 10.7% through 26.8% (median 15.3%) in younger people
7.
Whether these lower prevalence rates in later life are simply artefacts due to falsely attributing
physical symptoms to (comorbid) chronic somatic diseases, or reflect real differences due to better
coping with chronic illnesses and/or less disease benefits in later life have to be established.
The main objective of the present paper is to explore which assessment instrument is optimal
for assessing somatization in older adults. In our research program on MUS in later life, we
have applied both the PHQ-15 as well as the SCL-90 SOM among older patients with MUS
and medically explained symptoms (MES). Therefore, we first test empirically how the PHQ-15
and the SCL-90 SOM relate to other measures of somatization, namely the presence of a
somatoform disorder determined by a semi-structured psychiatric interview
8, and health
anxiety measured with the Whitley Index
9, as well as to medically explained somatic disease
burden. Since these results were rather disappointing, we decided to update and extend the
previously conducted systematic review of Zijlema
5to examine which of the assessments of
somatic symptoms might be most relevant for assessing somatization in older persons.
Method
Empirical tests of the PHQ-15 and SCL-90 SOM
For the empirical tests, we used our dataset of a pilot study on MUS in older patients as well as a
dataset on a larger case-control study. Both samples have been described elsewhere in detail
3,10but can be summarized as follows.
The pilot study was a consecutive case-series of 37 older patients referred to our outpatient
mental health clinic for a diagnostic procedure and treatment for MUS
10. In this pilot study,
we administered the SCL-90 as well as the Patient Health Questionnaire-15
11, whereby the
item on menstrual cycle was omitted (being not relevant in later life). The case-control study,
acronym OPUS study (Older Persons with medically Unexplained Symptoms study) included
118 older persons suffering from MUS (cases) and 154 older patients suffering from MES for
which they frequently attended their general practitioner
3. In this study, the Brief Symptom
Inventory 53-items
12, an abbreviated version of the SCL-90 with similar psychometric properties,
has been administered as a measure for psychopathological distress
13.
In both studies, the same two indicators of somatization were administered. First, the Mini
International Neuropsychiatric Interview (MINI)
8, a semi-structured psychiatric interview
administered by an old age psychiatrist, to diagnose psychiatric morbidity according to
DSM-IV-TR criteria. Therefore, the presence of a somatoform disorder is the first indicator
of somatization. Secondly, health anxiety was in both studies assessed with the Whitely Index
(WI)
9and used as the second indicator of somatization in the present study. The somatic
disease burden was assessed differently in both studies. In the pilot study, the Cumulative
Illness Rating Scale for Geriatrics (CIRS-G)
14was administered by a geriatrician after a full
geriatric assessment. In the OPUS study, the self-report version of the Charlson Index was
applied
15,16. As a measure of construct validity, Pearson’ s correlations coefficient of both the SCL-90/
BSI-53 SOM subscale as well as the PHQ-15 sum score were calculated with both proxies of
somatization (WI, somatoform disorder) expecting a high correlation, and with both measures
of somatic disease burden (CIRS-G, Charlson Index) expecting a low correlation. The Pearson’s
r correlation can be interpreted as a no or minimal (0.00 < r < 0.30), low (0.30 < r < 0.50),
moderate (0.50 < r < 0.70), high (0.70 < r < 0.90) or extremely high (0.90 < r < 1.00) correlation.
Update and extension of the systematic review by Zijlema
5The systematic review by Zijlema
5has been conducted to systematically search and judge all
self-report questionnaires for common somatic symptoms, generally used to assess somatic
symptom burden and/or level of somatization. After an update of the literature search, in this
paper all questionnaires will be evaluated on their suitability for use in an older population
(see ‘instrument evaluation’ below).
Search strategy
Since the literature search of the previous systematic review was conducted until October
2012, we repeated exactly the same literature search in the databases Medline, EMBASE, and
PsycINFO from October 2012 until 1 October 2016 to select additional questionnaires. The
search term contained a combination of somatoform disorder or synonyms and questionnaire
or synonyms and symptoms. For Medline, the following search term was used: (“somatoform
disorders/classification” [MeSH Major Topic] OR “somatoform disorders/diagnosis” [MeSH
Major Topic] OR “somatoform disorders/epidemiology” [MeSH Major Topic] OR “functional
somatic symptoms” [Title/Abstract]) AND (questionnaire [Title/Abstract] OR screen* [Title/
Abstract] OR “self report” [Title/Abstract] OR “index” [Title/Abstract]) AND symptoms.
For EMBASE and PsycINFO, comparable search terms were used. The search was conducted
without language restrictions.
Screening and selection procedures
The first two authors independently screened the retrieved articles. The articles were included if
they described the development, evaluation, or review of self-report somatization questionnaires.
The questionnaires selected had to include symptoms from more than one symptom cluster;
not just symptoms of the gastrointestinal tract or cardiopulmonary system. When the symptom
questionnaire was a subscale derived from a larger questionnaire, the symptom subscale had
to have been separately validated and used. There were no criteria for the target population
of the questionnaire. Discrepancies between the two researchers were resolved by consensus.
Full articles were then obtained for all potentially eligible studies. Based on the full text, articles
that still fulfilled the inclusion criteria were included in the review.
Data extraction
Name of questionnaire, number of items, domains assessed, answering scale, time frame and
target population, were extracted for every questionnaire. Table 2 shows an overview of the
questionnaires before and after October 2012.
Instrument evaluation
The evaluation on the suitability of the identified questionnaires for an older population
included 1) the number of items not applicable in older adults (e.g. items on menstrual cycle)
and the number of somatic symptoms included that in older persons usually reflect somatic
disease burden, 2) the presence of standardized scores (normative data) for older persons,
and 3) finally whether or not the instrument has been applied in an older sample previously.
Although each somatic symptom or sign can be due to somatic disease, some symptoms can
be assumed typically for old age and/or common geriatric syndromes. In order to assess the
most common geriatric syndromes we used the Brief Assessment Tool (BAT), a geriatric
assessment tool specifically developed for General Practitioners
119. The BAT aims to identify
the following geriatric syndromes: cognitive impairment, mood disorder, gait and balance
impairment/falls, visual impairment, hearing impairment, urinary incontinence, malnutrition/
loss of weight, and osteoporosis. The first and fourth author, being a clinical psychologist and
old age psychiatrist, respectively, assessed which items of each somatization scale corresponded
with a geriatric symptom or syndrome as defined by the Brief Assessment Tool. In case of
disagreement, the last author, an old age psychiatrist, made a decision.
For the third criterion, systematic literature searches were additionally conducted in Medline,
EMBASE, and PsycINFO for each questionnaire separately. This was done by search strings
combining the name of the questionnaire with the words indicative for a research sample
consisting of older persons defined as an age above 60 years, e.g. “older”, “aged” or “elderly”
and in Medline also the MeSH-terms “aged” and “aged, 80 years and over”.
Results
Empirical tests of the PHQ-15 and SCL-90 SOM
Pearson correlation coefficients of the PHQ-15 sum score and the SCL-90 SOM with the
proxies for somatization as well as somatic disease burden are presented in table 1. Collectively,
these results showed that the presence of a somatoform disorder, as proxy for somatization,
was neither significantly associated with the sum score of the SCL-90/BSI-53 SOM, nor with
the PHQ-15 sum score. Furthermore, the second proxy for somatization, health anxiety, was
moderately associated with both measures of somatization (SCL-90/BSI-53 SOM and PHQ-15)
as well as moderately associated with the measures of somatic disease burden (CIRS-G and
Charlson Index).
Update and extension of the systematic review
The literature research of Zijlema
5until October 2012 had resulted in 40 symptom question-
naires. In contrast to Zijlema
5, however, we considered the two abbreviated versions of the
somatization scale of the SCL-90 (SCL-90 SOM), i.e. the BSI-18 SOM (6 items) and the BSI-53
SOM (7 items), as separate questionnaires. Therefore, 41 symptom questionnaires were
available based on Zijlema
5. The extended literature search from October 2012 until 1 October
2016, retrieved a total of 631 hits (Medline, n= 187, EMBASE, n=157, PsycINFO, n=287),
including 75 duplicates. We excluded 436 studies identified on tittle and abstract. After full
text screening we excluded 96 studies because they were not about somatization (n=34), were
not a self-report questionnaire (n=3), or were about questionnaires already included (n=77).
A total of 6 articles were additionally included in the review, describing 5 new questionnaires.
This resulted in a final number of 46 questionnaires for the present review (table 2).
Table 1
Construct validity of the Patient Health Questionnaire (PHQ) sum score and Symptom Checklist (SCL-90) / Brief Symptom Inventory (BSI-53) somatization scale as measures of somatization
Number of SCL-90 / PHQ-15
patients BSI-53 SOM
Proxies for somatization:
Whitely Index (health anxiety)
• MUS patients (pilot study) n=33 r=0.45, p=.009 r=0.38, p=.019
• MUS patients OPUS study n=89 r=0.43, p<.001 n.a.
• MES patients OPUS study n=151 r=0.49, p<.001 n.a.
Presence of a somatoform disorder
• MUS patients (pilot study) n=33 r=0.12, p=.506 r=0.12, p=.495
• MUS patients OPUS study n=94 r=0.16, p=.133 n.a.
Somatic disease burden:
• CIRS-G* (Pilot study) n=29 r=0.33, p=.083 r=0.28, p=.125
• Charlson Index (OPUS study) MUS patients n=87 r=0.44, p<.001 n.a.
• Charlson Index (OPUS study) MES patients n=152 r=0.34, p<.001 n.a. * CIRS-G total score calculated without psychiatric disease
Note. Abbreviations: PHQ-15, Patient Health Questionnaire 15-item version; SCL-90 SOM, Somatisation subscale
of the Symptom Checklist 90-item version; BSI-53 SOM, somatisation subscale of the Brief Symptom Inventory 53-item version; MUS, Medically Unexplained physical Symptoms; MES= Medically Explained Symptoms; OPUS= Older Persons with medically Unexplained Symptoms (acronym for a study); CIRS-G, Cumulative Illness Rating Scale for Geriatrics.
Evaluation of questionnaires
Table 3 shows all questionnaires identified. While 8 out of 46 (17%) questionnaires have normative
data for older persons, only the Brief Symptom Screen (BSS) was specifically validated in an older
sample. The additional questionnaire-specific searches in Pubmed, EMBASE and PsycINFO
revealed that only 20 out of 46 (43%) questionnaires were ever used in an older population.
The identification of items overlapping with common geriatric syndromes revealed that
all items identified by rater 1 (first author) were also identified by rater 2 (fourth author).
Discrepancies could be clustered in three groups. The first group of items included fatigue,
tiredness, loss of energy and feeling weak, the second group of items loss of appetite and
weight loss, and finally the third group (an individual item) was insomnia (sleep onset). The
third rater (last author) concluded that these symptoms could all be classified as somatic
symptoms of depression and therefore overlap with depression. Taken this decision into
account, the median proportion of items overlapping with common geriatric syndromes, plus
the number of items not applicable for old age, was 25%. The variability between questionnaire
was large, with a range from 0% for the Schedule for Evaluating Persistent Symptoms (SEPS)
through as high as 83% for the NNS. For the PHQ-15, SCL-90 SOM, and BSI-53 SOM, these
percentages were 33%, 25%, and 14%, respectively.
Table 2 Overview of the 46 somatization questionnair
es and their pr
operties (abbr
eviations and r
efer
ences in the footnote).
Questionnair e items Domain assessed Scale Time frame Target population 4 DSQ 16 Somatization
5 categories: no to very often or constantly
Past week Primary car e patients ASR 11 Somatic complaints
3 categories: not true to very true or often
Past six Adults true months BDS Checklist 25 BDS; patter n of symptoms rather
5 categories not at all to a lot
Past month
Patients
than a simple symptom count (based on SCAN interview)
BSI-18 SOM
6
Somatization
5 categories: not at all to a lot
Past week
Adolescents and adults
BSI-53 SOM
a
7
Somatization
5 categories: not at all to a lot
Past week
Adolescents and adults
BSI (Bradfor
d
44
Somatic symptoms associated
3 categories: symptoms absent to pr
esent
Past month
Patients
Somatic
with anxiety and depr
ession
on mor
e than 15 days during the last
Inventory) month BSS a 10 Somatic complaints Yes/no Past 4 Community dwelling weeks older adults Cambodian 23
Somatic symptoms and cultural
5 categories: not at all to extr
emely
Past month
Traumatized Cambodian
SSI
syndr
omes: with a 12- item
Refugees
somatic subscale and an 11-item syndr
ome subscale
C-PSC
12
Psychosomatic symptoms
Fr
equency: 5 categories: not a pr
oblem to Childr en every day
. Severity ; 5 categories: not a
pr oblem to very , very bad CSI 36
Intensity of somatic complaints
4 categories: not at all to a whole lot
Past two Childr en weeks FBL 78 Somatic complaints Fr
equency: 5 categories: almost every day
to almost never . Intensity; 5 categories;
very str ongly to insensitive GBB-24 24 Physical complaints
5 categories never to sever
e
Patients and general population
GSL
37
Psychosomatic str
ess symptoms
4 categories never to constantly
Health-49
7
Somatoform complaints
5 categories: not at all to very much
ICD -10 14 Somatization disor der Yes/no Past two patients symptom list years Kellner’ s SQ 17 Somatic symptoms Yes/no or true/false Past week
Patients and general population
to day Malaise 8 Psychiatric morbidity Yes/no No specific Inventory timeframe, focus on recent state Manu 5 Somatization disor der Yes/no MSPQ 13
Heightened somatic and
4 categories; not at all to extr
emely , could Past week Specially for chr onic backache autonomic awar eness
not have been worse
patients
NSS
6
Non specific symptoms for
Pr esent/not pr esent At least Patients nonpsychotic morbidity thr ee month Othmer& 7 Somatization disor der Yes/no Lifetime General population DeSouza PHQ 14 Somatic symptoms
Items 1-11, 7 categories: not at all to all of the
Staf
f members of a hospital
time; items 12-13, 7 categories; 0 times to 7 +
times; items 14, 7 categories; 1 day to 7+ days
PHQ 15
15
Pr
obable somatoform disor
ders
3 categories; not at all to bother
ed a lot Past month Primary car e patients PILL 54
Common physical symptoms
5 categories; never or almost never to mor
e
Lifetime
and sensations
than once every week
PSC-17
17
Psychosomatic symptoms
Fr
equency 5 categories; daily to not a pr
oblem;
Past week
Primary car
e patients
intensity; 5 categories; extr
emely bothersome
to not a pr
PSC-51
51
Somatization
4 categories; not at all to most of the time
Past week Primary car e patients PSS 35 Psychosomatic symptoms Fr
equency; 4 categories; never to almost every
Past thr
ee
Childr
en and adolescents
day; disturbance; 3 categories none to str
ong
months
PVPS
14
Somatization
3 categories; never occurr
ed to fr equently Past month People of V ietnamese origin occurr ed RPSQ 26
Somatization in irritable bowel
4 categories; not at all to most of the time.
Past month IBS patients syndr ome patients R-SOMS-2 29 Somatization Yes/no Past two Primary car e patients years QUISS-P a 41
Severity of somatoform disor
ders
5 categories;mixed categories
usually
In- and outpatients form
psychiatric and psychosomatic
hospitals
SCI
22
Various physical symptoms
Fr
equency
, 5 categories: never to daily;
Past month General population intensity , 5 categories: no pr oblems to extr emely tr oublesome SCL-11 11
Common somatic complaints
5 categories: almost never to quite often
Past month Childr en SCL-90 SOM 12 Somatization
5 categories: not at all to extr
emely Psychiatric Past week medical out-patients/general population SEPS a Sectie 2:
Medically unexplained symptoms
4 mixed categories lifetime Medical patients 9 items SHC 29
Subjective health complaints
Severity
, 4 categories: not at all to serious;
Past month
General population
duration: number of days
SOMS-7
53
Intervention ef
fects in somatoform
5 categories: not at all to very sever
e Past week Primary car e patients disor ders SSEQ a 15 Psychological pr ocesses in 6 categories fr om never to always usually Psychosomatic inpatients somatoform disor der SSI 35 Somatization Yes/no Lifetime Primary car e patients SSS-8 a 8 Pr
esence and severity of somatic
5 categories fr
om not at all to very much
Past 7 days
General population
SQ-48
7
Somatization
5 categories; never to very often
Past week
Clinical and non-clinical
population
Swartz
11
Symptoms that potentially pr
edict
Yes/no
Lifetime
General population
a diagnosis of DID/DSM-3 somatization disor
der
Syrian
19
Psychosomatic symptoms; diagnose
4 categories; never to always
Past few Symptom individuals, follow up tr eatment, weeks checklist evaluate tr eatment intervention WHO-SSD 12 Somatoform disor der Yes/no Past six General population month YSR 9 Somatic complaints
3 categories; not true to very true or often
Past six 11-18 year olds true month Von Zerssen 24 Somatic complaints
4 categories; not at all to str
ong
Note.
Abbr
eviations and r
efer
ences of the 46 questionnair
es: 4 DSQ: Four
-Dimensional Symptom questionnair
e
17
, ASR: Adult Self r
eport
18, BDS
Checklist: Bodily Distr
ess Syndr ome Checklist 19; BSI: Bradfor d Somatic Inventory 20, 21
; BSI-18 SOM: Brief Symptom Inventory-18 item v
er si on s om at iz at io n sc al e
22; BSI-53 SOM: Brief Symptom Inventory 53-item version somatization scale 12; BSS: Brief
Symptom
Scr
een
23; Cambodian SSI: Cambodian Somatic Symptom and Syndr
ome Inventory 24 ; C-PSC: Childr en’ s Psychosomatic Symptom Checklist 25; CSI: Childr en’ s Somatization Inventory 26; FBL: Fr eiburger Beschwer den Liste (Fr
eiburg Complaint List)
27; GBB-24: Giessener Beschwer
debogen (Giessen Subjective Complaints List)
28
; GSL: Goldberg Symptom List
29
; Health-49: Hamburger
Module zur Erfassung allgemeiner Aspekte psychosocialer Gesundheit fur die therpeutische Praxis (Hamburger modules to measur
e general aspects of psychosocial health for therapeutic
praxis) 30 ; ICD-10 Symptom List: Inter national Classification of Diseases-10 Symptom List 31,32 ; Kellner’ s SQ: Kellner’ s Symptom Questionnair e 33; Malaise Inventory 34 ; Manu 35 ; MSPQ: Modified Somatic Per ception Questionnair e 36 ; NSS: Nonspecific Symptom Scr een 37
; PHQ: Physical Health Questionnair
e
38, 39
; PHQ-15: Patient Health Questionnair
e
40,41
; PILL: Pennebaker Inventory of
Limbic Languidness
42
; PSC-17: Psychosomatic Symptom Checklist
43; PSC-51: Physical Symptom Checklist
44
; PSS: Upitnika Psihosomatskih Simptoma (Psychosomatic Symptoms questionnair
e)
45; PVPS: Phan V
ietnamese Psychiatric Scale
46; Quiss: the Quantification Inventory for Somatoform Syndr
omes
47
; RPSQ; Recent Physical Symptoms Questionnair
e 48 ; R-SOMS-2: Revised Scr eening for Somatoform Symptoms 49 ; SCI: Somatic Symptom Checklist Instrument 50 ; SCL: Somatic Complaint List 51 ; SCL-90 SOM: Symptom Checklist 90-item version somatization scale
13; SEPS: Schedule for Evaluating Persistent Symptoms
52 ; S SE Q : S o m at ic
Symptoms Experiences Questionnair
e
53
; SSS-8: the Somatic Symptom Scale-8
54
; SHC: Subjective Health
Complaints Inventory
55
; SOMS-7; Scr
eening for Somatoform Symptoms
56, 57
; SSC: Syrian Symptom Checklist
58; SSI: Somatic Symptom Index 59; SQ-48: Symptom Questionnair
e 48
60; WHO-SSD:
W
orld Health Organization –Scr
eener for Somatoform Disor
ders
61; YSR: Y
outh Self Report
62; V
on Zerssen
63.
aLists derived form literatur
e sear
ch after October 2012 ar
Table 3 The 46 somatic scr
eening lists and their pr
operties for the old aged
Questionnair
e
4 DSQ ASR BDS Checklist BSI-18 SOM
Pr
oportion
(n/N, %) of items overlapping with commonly geriatric syndr
omes
or
items that ar
e
not applicable for the old aged 5/16 (31%) 2/11 (18%) 6/25 (24%) 1/6 (17%)
Overlapping items between symptom questionnair
e and geriatric syndr
ome
Items not adjusted for the old age
a
-
Dizziness or light-headed (gait and balance)
-
Painful muscles (osteopor
osis)
-
Neck pain (osteopor
osis)
-
Back pain (osteopor
osis)
-
Blurr
ed vision (visual impairment)
-
I feel dizzy or light headed (gait and balance)
-
Pr
oblems with eyes (visual impairment)
-
Pain in arms or legs (osteopor
osis)
-
Muscular aches or pain (osteopor
osis)
-
Pain in the joints (osteopor
osis)
-
Excessive fatigue (malnutrition/mood disor
der)
-
Impairment of memory (cognitive impairment)
-
Dizziness (gait and balance)
-
Faintness or dizziness (gait and balance)
Normative data for older persons - - -
-Older adults included in the study
. - Koor evaar et al (2016) 64 : n= 200;
age 15-85, shoulder patients
- - Budtz-Lilly et al (2015)
19
: n=1356;
age 18-95, primary car
e patients
-
Budtz-Lilly et al (2015)
19
: n=2480;
age 26-71, primary car
e patients
-
Asner
-Self et al (2006)
65: n=100,
age 18-80, American volunteers
-
Tanji et al (2008)
66
: n=96; age 57-75,
patients with morbus Parkinson and their spouses
-
Petkus et al (2009)
67: n=136,
BSI-53 SOM BSI (Bradfor
d
Somatic inventory)
-
Faintness or dizziness (gait and balance)
-
Have you had pain or tension in your neck and shoulder? (osteopor
osis)
-
Has ther
e been darkness or mist in fr
ont
of your eyes (visual impairment)
-
Have you felt aches or pains all over the body? (osteopor
osis)
-
Have you been feeling tir
ed, even if you
ar
e not working? (mood disor
der)
1/7 (14%) 6/44 (14%)
- Hale et al (1984)
72: n=498, mean
age 74, comparison between
adults and older adults.
- Hale et al (1992)
73: n=220; age >65,
comparison between four age cohorts
- Chester et al (2001)
74: n= 498,
age >65, raw scor
e means for
independent living older adults.
-- W ether ell et al (2010) 68: n=54, age 70-78,
patients with generalized anxiety disor
der
-
Campo et al (2014)
69: n=40,
age 58-93, pr
ostate cancer survivors.
-
Cohen et al (2014)
70
: n=321,
aged > 60, cancer patients.
-
Russell et al (2015)
71: n=152,
mean age 64, color
ectal cancer survivors
-
Ritsner et al (2000)
75: n= 996,
age 18-87, Jewish immigrants.
-
Pietrzak et al (2005)
76: n=48, age 60+,
patients with pathological gambling.
-
Pietrzak, (2006)
77
: (n= 21; age 60+,
patients with pathological gambling
-
Zweig et al (2007)
78: n=129; age 63-87,
community dwelling elderly
-
Klein et al (2011)
79: n=737, age 55+,
patient with brain injury
. - V an Noor den et al (2012) 80 : n= 892; MUS patients r eferr ed to geriatric outpatient psychiatry . - V ideler et al ( 2014) 81: n=3 1, age 60 -78,
patients with personality disor
der . - Per eira et al (2014) 82: n=185, aged 50+, HIV - infected patients. - Dijk et al (2015) 83: n=153, age 60+,
patients with MUS.
-
Anderson et al (2015)
84: n= 1000, age
60+,
patients with alcohol use disor
der . - Saeed, 2001 85 (n=664, age 18-80).
Rurl community in Pakistan.
-
Kahn, 2011
86
(N=200; age 18-80).
-
Pain in your legs (osteopor
osis)
-
Dizzy (gait and balance)
-
Feeling tir
ed (mood disor
der)
-
Balance dizziness (gait and balance)
-
Daily pain (osteopor
osis)
-
Poor appetite (mood disor
der)
-
Anhedonia (mood disor
der)
-
Dizziness (gait and balance)
-
Standing up and feeling dizzy (gait and balance)
-
Blurr
ed vision (visual impairment)
-
Tinnitus (hearing impairment)
- Neck sor eness (osteopor osis) - Sor
e arms and legs (osteopor
osis)
-
Poor appetite (mood disor
der)
-
Back ashes (osteopor
osis)
-
Sad (mood disor
der)
-
Feel stif
f all over (osteopor
osis)
-
Feel dizzy (gait and balance)
-
Eye pain when r
eading (visual impairment)
-
Blindness (visual impairment)
-
Fainting (gait and balance)
-
Memory loss (cognitive impairment)
-
Blurr
ed vision (visual impairment)
-
Deafness (hearing impairment
-
Dizziness (gait and balance)
-
Pain in arms and legs (osteopor
osis)
-
Pain in joints (osteopor
osis) - Backpain (osteopor osis) - Tr
ouble walking (gait and balance
-
Low energy (malnutrition, mood disor
der)
-
Ermuden Sie schnell (mood disor
der)
-
Haben Sie appetitmangel (mood disor
der
,
malnutrition)
BSS- Cambodian SSI C-PSC CSI FBL
5/10 (50%) 7/23 (30%) 5/12 (42%) 11/36 (31%) 9/78 (12%)
-
Ritchie et al (2013)
23: n=1000,
age 65+, community dwelling older adults in Alabama.
- - - - Fahr
enberg (1995)
27
: n= 2070;
age >70, general population
- - Friborg et al (2007)
87
: n= 61.320,
age 45-74, patients with orapharyngael
car
cinomas.
-- Schachegefuhl (malnutrition) - Mattigkeit (malnutrition) - Nackenschmerzen (osteopor osis) - Schulterschmerzen (osteopor osis) - Kr euzschmerzen (osteopor osis) -
Schmerzenin den Armen (osteopor
osis)
-
Schmerzen in den Beinen (osteopor
osis) - Gliederschmerzen (osteopor osis) - Ruckenschmerzen (osteopor osis) - Nackenschmerzen (osteopor osis) -
Mudigkeit (mood disor
der)
-
Lower back pain (osteopor
osis)
-
Fatigue (mood disor
der)
-
Angry feelings (mood disor
der)
-
Sleep onset insomnia (mood disor
der)
-
W
orrisome thoughts (mood disor
der)
-
Early mor
ning awakenings (mood disor
der)
-
Loss of appetite (mood disor
der)
-
Neck, shoulder muscle aches (osteopor
osis)
-
Periods of depr
ession (mood disor
der)
-
Sadness (mood disor
der)
-
Backpain (osteopor
osis)
-
Thoughts that you would rather be dead (mood disor
der)
GBB-24 GSL Health-49
4/24 (17%) 9/37 (24%) 2/7 (29%)
Gunzelmann et al (1996)
88: n= 764,
age >60, general population -
--
Gunzelmann et al (2002)
89: n=593;
age >60, general population
-
Gunzelmann et al (2006)
90: n=630,
age 61-95, GBB24 used as construct validity instrument with Nottingham Health Pr
ofile.
-
Stankuniene et al (2012)
91: n=624,
age 60-84, general population
-
Csof
f et al (2010)
92
: n= 593,
age 60-84, immigrants Germany
- V aldear enas et al (2012) 93 : n= 562;
age 60-84, non demented community- dwelling elderly
- Stankunas et al (2013) 94: n=4467. age 60 -84, asoc iati on between somati c
complaints and educational level.
- - Rabung et al (2009)
30: n= 1548, clinical
samples; n= 5630 primary car
e
-
Lack of inter
est (mood disor
der)
-
Pain in muscles or joints (osteopor
osis)
-
Feeling of hopelessness (mood disor
der)
-
Pain in the limbs, extr
emities or joints
(osteopor
osis)
-
Poor appetite (mood disor
der)
-
Muscle pain (osteopor
osis)
-
Back ache (osteopor
osis) - Tir ed (mood disor der) - Depr
essed (mood disor
der)
-
Early waking (mood disor
der)
-
Poor appetite (mood/ malnutrition)
-
Blurr
ed vision (visual impairment)
-
Dizziness (gait and balance)
-
Blurr
ed vision (visual impairment)
-
Muscles in neck aching (osteopor
osis)
-
Forgetfulness (cognitive impairment)
-
Giddiness/dizziness (gait and balance)
-
General aches and pain (osteopor
osis)
-
Fatigability (malnutrition)
-
Feeling weak (malnutrition)
-
Amnesia (cognitive impairment)
-
Painful extr
emities (osteopor
osis)
ICD-10 Symptom list Kellner’
s SQ
Malaise inventory Manu MSPQ NSS Othmer& DeSouza
1/14 (7%) 2/17 (12%) 5/8 (63%) 1/5 (20%) 3/13 (23%) 5/6 (83%) 4/7 (58%)
- - -
--
Schafer et al (2012)
95: n=50786,
age >70, primary car
e - Callixte et al (2015) 96 : n=187, age >60, neur ological patients. - Ricceri,et al (2014) 97: n=70; all ages, psoriasis patients - Quine et al (1987) 98: n=226;
age unknown, but car
ers for elderly >65
(often elderly themselves)
- Grant et al (1990)
99: n=125;
age unknown, spouses caring of partner aging 65 or mor
e
- - Staerkle et al (2004)
100
: n=388,
age 18-87, Low back pain patients
-
Roh et al (2008)
101
: n=111,
age 45-83, Parkinson patients.
- Donaldson et al (2011)
102
: n=unknown,
age 55-75, patients with neck and low back pain.
- Havakeshian et al (2013)
103
: n= 159;
mean age 65, spinal surgery patients
--
Blindness (visual impairment)
-
Dysmenorrhea
-
Difficulty getting to sleep (mood disor
der)
-
W
oken up during the night (mood disor
der)
-
How often has your sleep been peaceful and disturbed (mood disor
der)
-
Back pain (osteopor
osis)
-
Pain in your arms, legs or joints (osteopor
osis)
-
Dizziness (gait and balance)
-
Feeling tir
ed or having low energy
(mood disor
der/ malnutrition)
-
Menstrual cramps or other pr
oblems
with your periods
-
Ringing in ears (hearing impairment)
-
Backpains (osteopor
osis)
-
Dizziness (gait and balance)
-
Stif
f joints (osteopor
osis)
-
Fatigue (malnutrition, mood disor
der) - Backaches (osteopor osis) - Depr
ession (mood disor
der) - General stif fness (osteopor osis) -
Dizziness (gait and balance)
-
Feeling tir
ed or having low energy
(malnutrition/ mood disor
der)
-
Easily fatigued without exertion) (mood disor
der)
-
Dizziness (gait and balance)
-
Forgetfulness (cognitive impairment)
-
Muscle aches or sor
eness osteopor osis) PHQ PHQ-15 PILL PSC-17 PSC-51 3/14 (21%) 5/15 (33%) 4/54 (7%) 5/17 (29%) 12/51 (24%) - - Nor din et al (2013) 104 : Swedish
population apart norms for age 70-79;
- - -- - Sloane et al (1994) 105 :.n=65; age >60, patients with chr onic dizziness - Sha et al (2005) 106 : n=3498, age >60, validity of symptoms in pr edicting
hospitalization and mortality
-
Montalban et al (2010)
107
: n=3362;
age 18-90, outpatient psychiatric patients.
- Jeong et al (2014) 108 : n= 2100, aged >60, r elationship somatic symptoms - depr ession - Qian et al (2014) 109 :.n= 1329,
age 37-71, general hospital.
-
Graham et al (1997)
110
: n=109; 52%
aged >65, informal car
ers for
dementia patients.
--
Deafness (hearing impairment)
-
Double vision or blurr
ed vision
(visual impairment)
-
Blindness (visual impairment)
-
Loss of appetite (mood disor
der)
-
W
eight loss (malnutrition)
-
Joint pain (osteopor
osis)
-
Back pain (osteopor
osis)
-
Dizziness (gait and balance)
-
Pain in the back (osteopor
osis)
-
Lack of energy (mood disor
der)
-
Pain in joints (osteopor
osis)
-
Pain in arms and legs (osteopor
osis)
-
Loss of balance (gait and balance)
-
Double vision (visual impairment)
-
Blurr
ed vision (visual impairment)
-
Sudden loss of vision (visual impairment)
-
Sudden loss of hearing (hearing impairment)
-
Sudden loss of memory (cognitive impairment)
-
Loss of appetite (mood disor
der/malnutrition)
-
Dizzy spells (gait and balance)
-
Tir
ed eyes, sor
e eyes or flashy lights
(visual impairment)
-
W
or
n out or low in energy
(mood disor
der/ malnutrition)
-
Painful joints (osteopor
osis)
-
Incr
easingly tir
ed day after day
(mood disor der) - Backpain (osteopor osis) -
Pain in arms or leggs (osteopor
osis)
-
Pain in the joints (osteopor
osis)
-
Loss of memory (cognitive impairment)
-
Disturbance in balance and coor
dination
(gait and balance)
-
Deafness (hearing impairment)
-
Blindness (visual impairment)
PSS PVPS QUISS-P 12/35 (34%) 5/14 (36%) 9/41 (22%) - - -- - Phan et al (2014) 111 : n=180, age 16-75, primary car e - W edekind et al (2007) 47: n= 96, age 18-75,
In- and outpatients fr
om psychiatric
-
Tir
edness (mood disor
der)
-
Loss of appetite (mood disor
der)
-
Dizziness (gait and balance)
-
Backpain (osteopor
osis)
-
Muscles aches (osteopor
osis)
-
Poor appetite (mood disor
ders)
-
Constant tir
edness (mood disor
der)
-
Joint pain (osteopor
osis)
-
Pain in the arms /legs (osteopor
osis)
-
Impair
ed coor
dination in balance
(gait and balance)
-
Amnesia (cognitive impairment)
-
Excessive tir
edness (mood disor
der)
-
Pain in arms and legs (gait and balance)
-
Dizziness (gait and balance)
-
Poor appetite (mood disor
der)
-
Dizzy (gait and balance)
-
Tir
ed (mood disor
der/malnutrition)
-
Pain in arms and legs (osteopor
osis)
-
Faintness or dizziness (gait and balance)
-
Pain in lower back (osteopor
osis)
-
Sor
eness of your muscle (osteopor
osis)
-
geen
-
Shoulder pain (osteopor
osis)
-
Neck pain (osteopor
osis)
-
Upper back pain (osteopor
osis)
-
Arm pain (osteopor
osis)
-
Low back pain (osteopor
osis)
-
Sadness/depr
ession (mood disor
der)
-
Tir
edness (mood disor
der)
-
Dizziness (gait and balance)
RPSQ R-SOMS-2 SCI SCL-11 SCL-90 SOM SEPS SHC
5/26 (19%) 5/29 (17%) 3/22 (14%) 3/11 (27%) 3/12 (25%) 0/9 (0%) 8/29 (28%)
- - - Agbayewa (1990)
112
: n=44;
age 66-96, geriatric adult population.
- - Thygesen et al (2009)
114
: n-242,
age >75>, older adults, community dwelling and r
eceiving in home car e. - - - Hassel, (2007) 113 : (n=125; age 60+) the corr
elation between OHRQoL and
somatization older patients fr
om
primary geriatric medical hospital.
- - Lhiebaek et al (2002)
115
: n= 1240;
SOMS- SSEQ SSI SSS-8 SQ-48
-
Backpain (osteopor
osis)
-
Joint pain (osteopor
osis)
-
Pain in the legs and arms (osteopor
osis)
-
Loss of appetite (mood disor
der/malnutrition
-
mpair
ed coor
dination of balance
(gait and balance)
-
Double vision (visual impairment)
-
Blindness (visual impairment)
-
Deafness (hearing impairment)
-
Amnesia (cognitive impairment)
-
Painful menstruation
-
Irregular menstruation
-
Excessive menstrual bleeding
-
Frequent vomiting during pregnancy
- - Pain in the extr
emities (osteopor
osis)
-
Back pain (osteopor
osis)
-
Joint pain (osteopor
osis)
-
Amnesia (cognitive impairment)
-
Deafness (hearing impairment)
-
Double vision (visual impairment)
-
Blurr
ed vision (visual impairment)
-
Blindness (visual impairment)
-
Fainting of loss of consciousness (gait and balance)
-
Painful menstruation
-
Irregular menstrual periods
-
Excessive menstrual bleeding
-
Vomiting throughout pregnancy
-
Backpain, (osteopor
osis)
-
Pain in arms/legs or joints (osteopor
osis)
-
Dizziness (gait and balance)
-
Feeling tir
ed (mood disor
der) or low energy
(malnutrition loss of weight)
-
I felt dizzy or lightheaded (gait and balance)
13/53 (25%) 0/15 (0%) 13/35 (37%) 4/8 (50%) 1/7 (14%) - - - - Gierk et al (2014) 54 : n= 190, age 14-91 (normgr oep >79). General population. -- Sack et al (2010) 116 : n=240; age 18-74,
outpatients of the department for psychosomatic medicine and psychotherapy in Germany
. - Kliem et al (2014) 117 : n=2434; age 14-84, general population. - - -
-Swartz Syrian Symptom checklist WHO-SSD YSR Von Zerssen
-
Dizziness (gait and balance)
-
Pain in extr
emities (osteopor
osis)
-
I feel dizzy (gait and balance)
-
I suf
fer tir
edness (mood disor
der)
-
I feel fatigued (mood disor
der)
-
I feel exhausted (mood disor
der)
-
I feel lethargic (mood disor
der)
-
Back pain (osteopor
osis)
-
Dizziness (gait and balance)
-
Feelings of muscles and aches (osteopor
osis)
-
Persistent fatigue after minor mental or physical ef
fort (mood disor
der)
-
Irregular menstrual periods
-
Excessive menstrual bleeding
-
I feel dizzy (gait and balance)
-
I feel tir
ed (mood disor
der)
-
Aches or pain (osteopor
osis)
-
Pr
oblems with eyes (visual impairment)
-
Kr
euz oder Ruckenschmerzen (osteopor
osis)
-
Swindelgefuhl (gait and balance)
-
Nacken oder Schulterschmerzen (osteopor
osis) - Gewichtsafnehme (malnutrition) 2/11 (20%) 5/19 (26%) 6/12 (50%) 4/9 (44%) 4/24 (17%) - - - - -- Swartz et al (1986) 118 : n=900; age >60, general population. - - - -Note.
aitems in the symptom list who ar
e not applicable for the old age;.
bLists derived form literatur
e sear ch after October 2012 ar e bold. Note. Abbr eviations: 4 DSQ: Four -Dimensional Symptom questionnair
e; ASR: Adult Self r
eport; BDS
Checklist: Bodily Distr
ess
Syndr
ome Checklist; BSI: Bradfor
d Somatic Inventory; BSI-18
SOM: Brief Symptom Inventory-18 item version somatization scale; BSI-53 SOM: Brief Symptom Inventory 53-item version somatizat
ion scale;
BSS: Brief Symptom Scr
een;
Cambodian SSI:
Cambodian Somatic Symptom and Syndr
ome Inventory; C-PSC: Childr
en’
s Psychosomatic Symptom Checklist; CSI: Childr
en’ s Somatization Inventory; FBL: Fr eiburger Beschwer den Liste (Fr eiburg Complaint List); GBB-24: Giessener Beschwer debogen (Giessen Subjective Complaints List); GSL: Goldberg Symptom List; Health-49: Hamburger Module zur Erfassung allgemeiner A sp ek te
psychosocialer Gesundheit fur die therpeutische Praxis (Hamburger modules to measur
e general aspects of psychosocial health for therapeutic praxis); ICD-10 Symptom List: Inter
national Classification
of Diseases-10 Symptom List; Kellner’
s SQ: Kellner’
s Symptom Questionnair
e; MSPQ: Modified Somatic Per
ception Questionnair
e; NSS: Nonspecific Symptom Scr
een; PHQ: Physical Health
Questionnair e; PHQ-15: Patient Health Questionnair e; PILL: Pennebaker Inventory of Limbic Languidness; PSC-17: Psychosomatic Symptom Checklist; PSC-51: Physical Symptom Checklist; PSS:
Upitnika Psihosomatskih Simptoma (Psychosomatic Symptoms questionnair
e); PVPS: Phan V
ietnamese Psychiatric Scale;
Quiss: the Quantification Inventory for Somatoform Syndr
omes;
RPSQ; Recent Physical Symptoms Questionnair
e; R-SOMS-2: Revised Scr
eening for Somatoform Symptoms; SCI: Somatic Symptom Checklist Instrument; SCL: Somatic Complaint List; SCL-90
SOM: Symptom Checklist 90-item version somatization scale;
SEPS: Schedule for Evaluating Persistent Symptoms; SSEQ: Somatic Symptoms Experiences Questionnair
e; SSS-8: the
Somatic Symptom Scale-8;
SHC: Subjective Health Complaints Inventory; SOMS-7; Scr eening for Somatoform Symptoms; SSC: Syrian Symptom Checklist; SSI: Somatic Symptom Index; SQ-48: Symptom Questionnair e 48; WHO-SSD: W
orld Health Organization –Scr
eener for Somatoform Disor
ders; YSR: Y
Discussion
The PHQ-15 and the SCL-90/BSI-53 SOM both had low correlations with the severity of
health anxiety among MUS patients, while neither the PHQ-15 nor the SCL-90/BSI-53 SOM
correlated with the presence of a somatoform disorder according to DSM-IV-TR criteria.
These findings did not match with our expectations of a moderate to high correlation between
both symptom scales and both proxies of somatization. Even more important to note, the
PHQ-15 and the SCL-90/BSI-53 SOM were both correlated with measures of somatic disease
burden with an effect-size comparably to their association with health anxiety. Although the
findings with respect to the PHQ-15 need replication in a larger sample, collectively, these
findings indicate that both scales do not perform well as indices of somatization in older persons.
An update of the literature search conducted by Zijlema
5resulted in five additional self-report
somatic screenings lists, namely the Brief Symptom Screen (BSS)
23, the Quantification Inventory
for Somatoform Syndromes (Quiss)
47, the Schedule for Evaluating Persistent Symptoms (SEPS)
52,
the Somatic Symptoms Experiences Questionnaire (SSEQ)
53, and the Somatic Symptom Scale-8
(SSS-8)
54.
Less than half (20 out of 46, 43%) of these 46 scales have been administered in studies with
exclusively or a substantial number of older adults. Of these studies, the BSI-18 SOM
22, the
BSI-53 SOM
12, the Giessener Beschwerdebogen (GBB-24)
28; the Modified Somatic Perception
Questionnaire (MSPQ)
36, and the Patient Health Questionnaire 15-item version (PHQ-15)
11have been applied in more than two studies (see table 3). As pointed out below, these
questionnaires, however, do not have the most optimal characteristics for an older population.
Of the 46 questionnaires, only the BSS has been validated for older adults
23. Nonetheless,
the aim of the BSS was to evaluate overall symptom load in older adult populations in order
to estimate illness burden and distress, so not necessarily somatization. Since especially
symptoms related to common chronic conditions are included, it may more or less result
in a symptom count relevant for the A-criterion of somatic symptom disorder in DSM-5
2.
As 50% of the items overlap with common geriatric syndromes, the BSS is not a good (severity)
indicator of possible MUS or somatization in later life.
For eight questionnaires (8 out of 46, 17%) normative data for older persons are available, i.e.
the BSI-53 SOM, BSS, Freiburg complaint List, GBB-24, PHQ-15, SCL-90 SOM, Subjective
Health Complaints Inventory, and the Somatic Symptom Scale-8 (SSS-8). Therefore, future
results based on any of these scales can be interpreted in the context of scores derived from
another geriatric population.
With respect to overlap with common geriatric syndromes, we cannot give a cut-off value
above which a specific list should be discouraged to use in geriatric population. The findings
of objective 1 suggests that even a low proportion of overlap may already be too much (i.e.
14%, 25% and 33% for respectively the BSI-53 SOM, SCL-90 SOM, and PHQ-15). Of the
eight scales with normative data of a geriatric population, only one scale, the FBL has less
than 14% of their items overlapping with symptoms of common geriatric syndromes. Since
all questionnaires that use symptom counts to measure the level of somatization, we advise to
only use these questionnaires in older population when adjustment for the common geriatric
syndromes is possible.
Our review identified two scales without any overlap with common geriatric syndromes, i.e. the
SEPS and the SSEQ. Both scales focus on subjective experiences related to somatic symptoms
instead of the symptoms themselves. Unfortunately, none of these scales have normative data
for older age groups.
Previously, the PHQ-15 and SCL-90 SOM have been identified as most suitable self-report
somatic symptom questionnaires to be used in large-scale studies, because they have been
extensively validated, are relatively short, easy to use and of little burden to participants
5. Our
findings, however, show that the PHQ-15 and the SCL-90 SOM considerably overlap with
common geriatric symptoms and probably overestimate the level of somatization in older
persons. Recently, somatic symptom count (based on the PHQ-15, added with 10 items on
specific neurological symptoms and 5 on mental state) hardly differentiated between patients
with (n=1144) and without (n=2637) medically unexplained symptoms referred to an outpatient
neurology clinic
120. Therefore, these questionnaires should only be used when adjustment for
medically explained symptoms or common geriatric syndromes is possible.
Some methodological comments, however, need to be made. First of all, many recommendations
have been given to increase validity and reliability when designing self-report questionnaires
for older adults. Examples of these recommendations include the avoidance of reverse-scored
items, a short questionnaire with preferably short, easy to understand items (to avoid fatigue
of the participant), a dichotomized response scale (e.g. yes/no), and short reference period
(time-window) to avoid recall bias
121-124.To our knowledge, none of these recommendations
have been empirically tested in order to show that adapting a questionnaire will indeed
increase the validity of reliability when applied in older samples. Moreover, many studies,
even among frail elderly, generally use several scales together without (reporting) any
problems e.g. Collard
125and Hanssen
3. Also, in clinical practice, older patients often have
difficulty in making a dichotomous, often black or white choice. And finally, a short reference
period seems less applicable for the often, chronic somatic symptoms related to somatization.
Nonetheless, although the scientific merits of these criteria have to be established, they may
be relevant when choosing a list for a specific study (e.g. as short as possible being a secondary
outcome measure). Therefore, these characteristics have been summarized in table 2.
Secondly, we focused on self-report questionnaires being most relevant to apply in research
studies, acknowledging limited resources being at odds with sample size needs. Moreover,
self-report questionnaires are also relevant in later life in order to get unbiased information
about the complaints by minimizing the influence of formal and informal caregivers, often
involved with older adults with physical complaints. On the other hand, older persons are
more inclined than their younger counterparts to give socially desirable answers
126.
Thirdly, the validity of all questionnaires can be questioned as no gold standard exists for
the measurement of explained and unexplained physical symptoms (especially not in later
life). As the agreement between geriatricians whether a physical symptom is explained, partly
explained or fully explained is quite high
127, this could be considered as gold standard in
future cross-validation studies in old-age samples.
To conclude, our review does not allow to give a simple advice which scale is most optimal
to administer in studies in old age. This implies that the field is served by more studies cross-
validating these questionnaires in an older population. Depending on the exact research question,
however, specific choices can be made. In case overestimation of somatization should be
excluded, the SEPS or SSEQ can be used (although both questionnaires are not validated in
an older sample yet). These questionnaires however do not simply count symptoms, but rely
on subjective experiences about physical symptoms. When symptom counts are needed as
indication for possible somatization, the FBL emerges as the most optimal questionnaire
when simply based on our criteria of the presence of normative data and a low percentage of
overlap with common geriatric syndromes. Nonetheless, to our knowledge this questionnaire
is only available in the German language and has as much as 78 items. For pragmatic reasons,
therefore, one has to rely on less optimal alternatives, which are all provided by the present
review. Enclosed in a frame, we present our recommendations for most optimal choices below,
given the research objective.
Recommended for population-based cohort studies, especially when a broad age-range
is included (i.e. younger and older persons):
1. Somatization subscale Symptom Checklist 90-item version (SCL-90 SOM)*
2. Patient Health Questionnaire (PHQ-15)*
Recommended for screening in primary care (based on lowest level of overlap with
somatic diseases and availability for older patients):
1. Freiburger Beschwerden liste (FBL) / Freiburg Complaint List
2. Somatization subscale Brief Symptom Inventory 53- item version (BSI-53 SOM)
Recommended for treatment monitoring (emphasis on subjective experiences):
1. Schedule for Evaluating Persistent Symptoms (SEPS)
2. Somatic Symptoms Experiences Questionnaire (SSEQ)
* Please note that adjustment for the common geriatric syndromes is necessary to make age-related comparisons.
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