IDEAS home Printed from https://ideas.repec.org/a/spr/pharme/v35y2017i3d10.1007_s40273-016-0468-y.html
   My bibliography  Save this article

The Valuation of Informal Care in Cost-of-Illness Studies: A Systematic Review

Author

Listed:
  • Juan Oliva-Moreno

    (Universidad de Castilla La-Mancha)

  • Marta Trapero-Bertran

    (Universitat Internacional de Catalunya)

  • Luz Maria Peña-Longobardo

    (Universidad de Castilla La-Mancha)

  • Raúl del Pozo-Rubio

    (Universidad de Castilla La-Mancha)

Abstract

Background There is a growing interest in incorporating informal care in cost-of-illness studies as a relevant part of the economic impact of some diseases. Objective The aim of this paper was to review the recent literature valuating the costs of informal care in a group of selected diseases from 2005 to 2015. Methods We carried out a systematic review on the economic impact of informal care, focusing on six selected diseases: arthritis or osteoarthritis, cancer, dementia, mental diseases, multiple sclerosis and stroke. Results We selected 91 cost-of-illness articles. The average weight attributed to the informal care cost over the total cost was highly relevant for dementia, stroke, mental diseases, cancer and multiple sclerosis. The most frequent valuation method applied was the opportunity cost method, followed by the proxy good method. The annual cost of informal care presented a high variability depending on the disease and geographic location. Distinguishing by type of illness, the disease with the highest annual value of informal caregiving was dementia, followed by mental illness and multiple sclerosis. The average hourly unit cost was €11.43 (2015 values), varying noticeably depending on the geographic location. Conclusion This paper identifies several aspects that should be enhanced to promote comparability between studies and countries, and it sends key messages for incorporating informal care costs to adequately measure the economic impact of diseases.

Suggested Citation

  • Juan Oliva-Moreno & Marta Trapero-Bertran & Luz Maria Peña-Longobardo & Raúl del Pozo-Rubio, 2017. "The Valuation of Informal Care in Cost-of-Illness Studies: A Systematic Review," PharmacoEconomics, Springer, vol. 35(3), pages 331-345, March.
  • Handle: RePEc:spr:pharme:v:35:y:2017:i:3:d:10.1007_s40273-016-0468-y
    DOI: 10.1007/s40273-016-0468-y
    as

    Download full text from publisher

    File URL: http://link.springer.com/10.1007/s40273-016-0468-y
    File Function: Abstract
    Download Restriction: Access to the full text of the articles in this series is restricted.

    File URL: https://libkey.io/10.1007/s40273-016-0468-y?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Al-Janabi, Hareth & Coast, Joanna & Flynn, Terry N., 2008. "What do people value when they provide unpaid care for an older person? A meta-ethnography with interview follow-up," Social Science & Medicine, Elsevier, vol. 67(1), pages 111-121, July.
    2. Viitanen, Tarja, 2007. "Informal and Formal Care in Europe," IZA Discussion Papers 2648, Institute of Labor Economics (IZA).
    3. Bernard van den Berg & Han Bleichrodt & Louis Eeckhoudt, 2005. "The economic value of informal care: a study of informal caregivers' and patients' willingness to pay and willingness to accept for informal care," Health Economics, John Wiley & Sons, Ltd., vol. 14(4), pages 363-376, April.
    4. Sean Nicholson & Mark V. Pauly & Daniel Polsky & Claire Sharda & Helena Szrek & Marc L. Berger, 2006. "Measuring the effects of work loss on productivity with team production," Health Economics, John Wiley & Sons, Ltd., vol. 15(2), pages 111-123, February.
    5. Juan Oliva & Félix Lobo & Julio López-Bastida & Néboa Zozaya & Rosa Romay, 2005. "Indirect costs of cervical and breast cancers in Spain," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 6(4), pages 309-313, December.
    6. Bernard van den Berg & Pol Spauwen, 2006. "Measurement of informal care: an empirical study into the valid measurement of time spent on informal caregiving," Health Economics, John Wiley & Sons, Ltd., vol. 15(5), pages 447-460, May.
    7. Courtin, Emilie & Jemiai, Nadia & Mossialos, Elias, 2014. "Mapping support policies for informal carers across the European Union," Health Policy, Elsevier, vol. 118(1), pages 84-94.
    8. Ansgar Wübker & Sandra Zwakhalen & David Challis & Riitta Suhonen & Staffan Karlsson & Adelaida Zabalegui & Maria Soto & Kai Saks & Dirk Sauerland, 2015. "Costs of care for people with dementia just before and after nursing home placement: primary data from eight European countries," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 16(7), pages 689-707, September.
    9. van den Berg, Bernard & Brouwer, Werner & van Exel, Job & Koopmanschap, Marc & van den Bos, Geertrudis A.M. & Rutten, Frans, 2006. "Economic valuation of informal care: Lessons from the application of the opportunity costs and proxy good methods," Social Science & Medicine, Elsevier, vol. 62(4), pages 835-845, February.
    10. K. Bolin & B. Lindgren & P. Lundborg, 2008. "Informal and formal care among single‐living elderly in Europe," Health Economics, John Wiley & Sons, Ltd., vol. 17(3), pages 393-409, March.
    11. Emmanouil Mentzakis & Mandy Ryan & Paul McNamee, 2011. "Using discrete choice experiments to value informal care tasks: exploring preference heterogeneity," Health Economics, John Wiley & Sons, Ltd., vol. 20(8), pages 930-944, August.
    12. Alain Paraponaris & Bérengère Davin & Pierre Verger, 2012. "Formal and informal care for disabled elderly living in the community: an appraisal of French care composition and costs," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 13(3), pages 327-336, June.
    13. Bernard van den Berg & Ada Ferrer-i-Carbonell, 2007. "Monetary valuation of informal care: the well-being valuation method," Health Economics, John Wiley & Sons, Ltd., vol. 16(11), pages 1227-1244.
    14. Paul Hanly & Alan Céilleachair & Mairead Skally & Eamonn O’Leary & Anthony Staines & Kanika Kapur & Patricia Fitzpatrick & Linda Sharp, 2013. "Time Costs Associated with Informal Care for Colorectal Cancer: An Investigation of the Impact of Alternative Valuation Methods," Applied Health Economics and Health Policy, Springer, vol. 11(3), pages 193-203, June.
    15. Bernard van denBerg & Werner Brouwer & Job van Exel & Marc Koopmanschap, 2005. "Economic valuation of informal care: the contingent valuation method applied to informal caregiving," Health Economics, John Wiley & Sons, Ltd., vol. 14(2), pages 169-183, February.
    16. Brouwer, Werner B.F. & Exel, N. Job A. van & Berg, Bernard van den & Bos, Geertruidis A.M. van den & Koopmanschap, Marc A., 2005. "Process utility from providing informal care: the benefit of caring," Health Policy, Elsevier, vol. 74(1), pages 85-99, September.
    17. Gaétan Lafortune & Gaëlle Balestat, 2007. "Trends in Severe Disability Among Elderly People: Assessing the Evidence in 12 OECD Countries and the Future Implications," OECD Health Working Papers 26, OECD Publishing.
    18. van den Berg, Bernard & Al, Maiwenn & Brouwer, Werner & van Exel, Job & Koopmanschap, Marc, 2005. "Economic valuation of informal care: The conjoint measurement method applied to informal caregiving," Social Science & Medicine, Elsevier, vol. 61(6), pages 1342-1355, September.
    19. Rie Fujisawa & Francesca Colombo, 2009. "The Long-Term Care Workforce: Overview and Strategies to Adapt Supply to a Growing Demand," OECD Health Working Papers 44, OECD Publishing.
    20. Luz Peña-Longobardo & Juan Oliva-Moreno, 2015. "Economic valuation and determinants of informal care to people with Alzheimer’s disease," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 16(5), pages 507-515, June.
    21. Emmanouil Mentzakis & Paul McNamee & Mandy Ryan, 2009. "Who cares and how much: exploring the determinants of co-residential informal care," Review of Economics of the Household, Springer, vol. 7(3), pages 305-305, September.
    22. Juan Oliva-Moreno & Luz Peña-Longobardo & Cristina Vilaplana-Prieto, 2015. "An Estimation of the Value of Informal Care Provided to Dependent People in Spain," Applied Health Economics and Health Policy, Springer, vol. 13(2), pages 223-231, April.
    23. Drummond, Michael F. & Sculpher, Mark J. & Claxton, Karl & Stoddart, Greg L. & Torrance, George W., 2015. "Methods for the Economic Evaluation of Health Care Programmes," OUP Catalogue, Oxford University Press, edition 4, number 9780199665884.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Wilfried Guets & Hareth Al-Janabi & Lionel Perrier, 2020. "Cost–Utility Analyses of Interventions for Informal Carers: A Systematic and Critical Review," PharmacoEconomics, Springer, vol. 38(4), pages 341-356, April.
    2. L. M. Peña-Longobardo & J. Oliva-Moreno & C. Fernández-Rodriguez, 2023. "The effect of hepatitis C—associated premature deaths on labour productivity losses in Spain: a ten-year analysis," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 24(8), pages 1271-1283, November.
    3. Jalal Dahham & Rana Rizk & Ingrid Kremer & Silvia M. A. A. Evers & Mickaël Hiligsmann, 2021. "Economic Burden of Multiple Sclerosis in Low- and Middle‐Income Countries: A Systematic Review," PharmacoEconomics, Springer, vol. 39(7), pages 789-807, July.
    4. Valentin Brodszky & Zsuzsanna Beretzky & Petra Baji & Fanni Rencz & Márta Péntek & Alexandru Rotar & Konstantin Tachkov & Susanne Mayer & Judit Simon & Maciej Niewada & Rok Hren & László Gulácsi, 2019. "Cost-of-illness studies in nine Central and Eastern European countries," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 20(1), pages 155-172, June.
    5. L. M. Peña-Longobardo & B. Rodríguez-Sánchez & J. Oliva-Moreno & I. Aranda-Reneo & J. López-Bastida, 2019. "How relevant are social costs in economic evaluations? The case of Alzheimer’s disease," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 20(8), pages 1207-1236, November.
    6. Isaac Aranda-Reneo & Luz María Peña-Longobardo & Juan Oliva-Moreno & Svenja Litzkendorf & Isabelle Durand-Zaleski & Eduardo F. Tizzano & Julio López-Bastida, 2020. "The Burden of Spinal Muscular Atrophy on Informal Caregivers," IJERPH, MDPI, vol. 17(23), pages 1-12, December.
    7. Juan Oliva-Moreno & Luz María Peña-Longobardo & Leticia García-Mochón & María del Río Lozano & Isabel Mosquera Metcalfe & María del Mar García-Calvente, 2019. "The economic value of time of informal care and its determinants (The CUIDARSE Study)," PLOS ONE, Public Library of Science, vol. 14(5), pages 1-15, May.
    8. Ludovico Carrino & Vahé Nafilyan & Mauricio Avendano, 2023. "Should I Care or Should I Work? The Impact of Work on Informal Care," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 42(2), pages 424-455, March.
    9. Vivian Y. W. Guo & Carlos K. H. Wong & Rosa S. M. Wong & Esther Y. T. Yu & Patrick Ip & Cindy L. K. Lam, 2018. "Spillover Effects of Maternal Chronic Disease on Children’s Quality of Life and Behaviors Among Low-Income Families," The Patient: Patient-Centered Outcomes Research, Springer;International Academy of Health Preference Research, vol. 11(6), pages 625-635, December.
    10. Marta Ortega-Ortega & Raúl Pozo-Rubio, 2019. "Catastrophic financial effect of replacing informal care with formal care: a study based on haematological neoplasms," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 20(2), pages 303-316, March.
    11. Paul Hanly & Corina Sheerin, 2017. "Valuing Informal Care in Ireland: Beyond the Traditional Production Boundary," The Economic and Social Review, Economic and Social Studies, vol. 48(3), pages 337-364.
    12. Bugge, Christoffer & Sæther, Erik Magnus & Brustugun, Odd Terje & Kristiansen, Ivar Sønbø, 2021. "Societal cost of cancer in Norway –Results of taking a broader cost perspective," Health Policy, Elsevier, vol. 125(8), pages 1100-1107.
    13. Federico Montero-Cuadrado & Miguel Ángel Galán-Martín & Javier Sánchez-Sánchez & Enrique Lluch & Agustín Mayo-Iscar & Ántonio Cuesta-Vargas, 2020. "Effectiveness of a Physical Therapeutic Exercise Programme for Caregivers of Dependent Patients: A Pragmatic Randomised Controlled Trial from Spanish Primary Care," IJERPH, MDPI, vol. 17(20), pages 1-23, October.
    14. B. Rodríguez-Sánchez & S. Daugbjerg & L. M. Peña-Longobardo & J. Oliva-Moreno & I. Aranda-Reneo & A. Cicchetti & J. López-Bastida, 2023. "Does the inclusion of societal costs change the economic evaluations recommendations? A systematic review for multiple sclerosis disease," The European Journal of Health Economics, Springer;Deutsche Gesellschaft für Gesundheitsökonomie (DGGÖ), vol. 24(2), pages 247-277, March.
    15. Hu, Bo & Cartagena-Farias, Javiera & Brimblecombe, Nicola & Jadoolal, Shari & Wittenberg, Raphael, 2023. "Projected costs of informal care for older people in England," LSE Research Online Documents on Economics 121157, London School of Economics and Political Science, LSE Library.
    16. Luz María Peña-Longobardo & Isaac Aranda-Reneo & Juan Oliva-Moreno & Svenja Litzkendorf & Isabelle Durand-Zaleski & Eduardo Tizzano & Julio López-Bastida, 2020. "The Economic Impact and Health-Related Quality of Life of Spinal Muscular Atrophy. An Analysis across Europe," IJERPH, MDPI, vol. 17(16), pages 1-12, August.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Raúl Del Pozo-Rubio & Pablo Moya-Martínez & Marta Ortega-Ortega & Juan Oliva-Moreno, 2020. "Shadow and extended shadow cost sharing associated to informal long-term care: the case of Spain," Health Economics Review, Springer, vol. 10(1), pages 1-12, December.
    2. Emmanouil Mentzakis & Mandy Ryan & Paul McNamee, 2014. "Modelling Heterogeneity and Uncertainty in Contingent Valuation: an Application to the Valuation of Informal Care," Scottish Journal of Political Economy, Scottish Economic Society, vol. 61(1), pages 1-25, February.
    3. Emmanouil Mentzakis & Mandy Ryan & Paul McNamee, 2011. "Using discrete choice experiments to value informal care tasks: exploring preference heterogeneity," Health Economics, John Wiley & Sons, Ltd., vol. 20(8), pages 930-944, August.
    4. Renske J. Hoefman & Job van Exel & John M. Rose & E. J. van de Wetering & Werner B. F. Brouwer, 2014. "A Discrete Choice Experiment to Obtain a Tariff for Valuing Informal Care Situations Measured with the CarerQol Instrument," Medical Decision Making, , vol. 34(1), pages 84-96, January.
    5. Juan Oliva-Moreno & Luz María Peña-Longobardo & Leticia García-Mochón & María del Río Lozano & Isabel Mosquera Metcalfe & María del Mar García-Calvente, 2019. "The economic value of time of informal care and its determinants (The CUIDARSE Study)," PLOS ONE, Public Library of Science, vol. 14(5), pages 1-15, May.
    6. van den Berg, Bernard & Fiebig, Denzil G. & Hall, Jane, 2014. "Well-being losses due to care-giving," Journal of Health Economics, Elsevier, vol. 35(C), pages 123-131.
    7. Claudine de Meijer & Werner Brouwer & Marc Koopmanschap & Bernard van den Berg & Job van Exel, 2010. "The value of informal care–a further investigation of the feasibility of contingent valuation in informal caregivers," Health Economics, John Wiley & Sons, Ltd., vol. 19(7), pages 755-771, July.
    8. Bernard van den Berg & Ada Ferrer‐i‐Carbonell, 2007. "Monetary valuation of informal care: the well‐being valuation method," Health Economics, John Wiley & Sons, Ltd., vol. 16(11), pages 1227-1244, November.
    9. Riewpaiboon, Arthorn & Riewpaiboon, Wachara & Ponsoongnern, Kanyarat & Van den Berg, Bernard, 2009. "Economic valuation of informal care in Asia: A case study of care for disabled stroke survivors in Thailand," Social Science & Medicine, Elsevier, vol. 69(4), pages 648-653, August.
    10. Emmanouil Mentzakis & Paul McNamee & Mandy Ryan & Matthew Sutton, 2012. "Valuing Informal Care Experience: Does Choice of Measure Matter?," Social Indicators Research: An International and Interdisciplinary Journal for Quality-of-Life Measurement, Springer, vol. 108(1), pages 169-184, August.
    11. Rapp, Thomas & Grand, Alain & Cantet, Christelle & Andrieu, Sandrine & Coley, Nicola & Portet, Florence & Vellas, Bruno, 2011. "Public financial support receipt and non-medical resource utilization in Alzheimer's disease results from the PLASA study," Social Science & Medicine, Elsevier, vol. 72(8), pages 1310-1316, April.
    12. Jane Hall & Patricia Kenny & Ishrat Hossain, 2007. "The provision of informal care in terminal illness: An analysis of carers? needs using a discrete choice experiment," Working Papers 2007/12, CHERE, University of Technology, Sydney.
    13. Scott D. Grosse & Jamison Pike & Rieza Soelaeman & J. Mick Tilford, 2019. "Quantifying Family Spillover Effects in Economic Evaluations: Measurement and Valuation of Informal Care Time," PharmacoEconomics, Springer, vol. 37(4), pages 461-473, April.
    14. Renske Hoefman & Job Exel & Werner Brouwer, 2013. "How to Include Informal Care in Economic Evaluations," PharmacoEconomics, Springer, vol. 31(12), pages 1105-1119, December.
    15. Anezaki, Hisataka & Hashimoto, Hideki, 2018. "Time cost of child rearing and its effect on women's uptake of free health checkups in Japan," Social Science & Medicine, Elsevier, vol. 205(C), pages 1-7.
    16. Bauer, Jan Michael & Sousa-Poza, Alfonso, 2015. "Impacts of Informal Caregiving on Caregiver Employment, Health, and Family," IZA Discussion Papers 8851, Institute of Labor Economics (IZA).
    17. James Shearer & Paul McCrone & Renee Romeo, 2016. "Economic Evaluation of Mental Health Interventions: A Guide to Costing Approaches," PharmacoEconomics, Springer, vol. 34(7), pages 651-664, July.
    18. Norton, E.C., 2016. "Health and Long-Term Care," Handbook of the Economics of Population Aging, in: Piggott, John & Woodland, Alan (ed.), Handbook of the Economics of Population Aging, edition 1, volume 1, chapter 0, pages 951-989, Elsevier.
    19. Diana Albrecht & Tanja Wollensak & Christian Ernst & Clemens Becker & Martin Hautzinger & Klaus Pfeiffer, 2016. "Costs of informal care in a sample of German geriatric stroke survivors," European Journal of Ageing, Springer, vol. 13(1), pages 49-61, March.
    20. Urwin, Sean & Lau, Yiu-Shing & Grande, Gunn & Sutton, Matthew, 2023. "Informal caregiving and the allocation of time: implications for opportunity costs and measurement," Social Science & Medicine, Elsevier, vol. 334(C).

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:spr:pharme:v:35:y:2017:i:3:d:10.1007_s40273-016-0468-y. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.springer.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.