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Survey of the Late Effects of Polio in Lothian

B. Pentland, D. J. Hellawell, J. Benjamin, R. Prasad

Edinburgh Healthcare NHS Trust Rehabilitation Studies Unit
Charles Bell Pavilion
Astley Ainslie Hospital
33 Grange Loan
Edinburgh EH9 2HL
January 1999
The University of Edinburgh

Lincolnshire Post-Polio Library copy by kind permission of Dr. Pentland

CONTENTS

1. SUMMARY
2. INTRODUCTION
    2.1 Background & General Aim Of the Survey
    2.2 Rationale Behind Survey Design
3. METHODOLOGY
    3.1 Study Population
    3.2 Questionnaires
4. RESULTS
    4.1 Response Rate
    4.2 Demographics
    4.3 Symptoms (Symptom Questionnaire)
    4.4 Disability (OPCS Disability Questionnaire)
    4.5 Health Status (SF-36)
    4.6 Use of Services
5. DISCUSSION
    5.1 Study Design
    5.2 Common Symptoms
    5.3 Disability and Health Status
    5.4 Services
    5.5 Epidemiology of Polio
6. CONCLUSIONS
7. RECOMMENDATIONS
8. ACKNOWLEDGEMENTS
9. REFERENCES
10. APPENDICES
    APPENDIX 1: Postal Questionnaires
    APPENDIX 2: Questionnaire Results

1. SUMMARY.

The Edinburgh Branch of the British Polio Fellowship (BPF) expressed the concern of members that the medical and related professions often appeared unfamiliar with the late consequences of polio and that services were not meeting their needs. In an attempt to determine the number of people affected and the nature of their experience, this postal survey was done in 1998.

A set of questionnaires were sent to 221 people, in Edinburgh and the Lothians, who had been identified as suffering polio in the past from those known to the BPF and hospital records. There were 125 replies which constituted the study population: 60% were female; the median age was 59 years; and the median time since original diagnosis was 51 years.

Common symptoms were: cold intolerance (70%); fatigue (66%); increased weakness in previously affected muscles (67%); new weakness in unaffected muscles (60%); muscle pain (64%); joint pain (61%); and joint stiffness (64%). These symptoms were often of recent onset. Other complaints included sleep disturbance (63%); exertional breathlessness (56%); headaches (33%); and swallowing difficulty (18%).

In terms of disability: 78% had difficulty with stairs; 72% with walking and 70% with bending. This was reflected in over a third reporting difficulty getting outdoors without help. Motor problems affecting upper limbs were present in over half the subjects. Daily activities were restricted because of severe pain in 38%. Over half (55%) the study population described difficulty living alone. The major factors restricting the lives of the subjects were physical problems, lack of energy and pain.

During the preceding 5 years, contact with health services were: hospital clinic 62%; physiotherapy 46%; occupational therapy 29%; speech therapy 2%; orthotics 40%; and wheelchair service 42%. The majority described satisfaction with these services but further study is warranted.

A conservative estimate is that there are about 300 people in Edinburgh and the Lothians with the range of difficulties demonstrated in this study and we suggest that special provision is made for them.

2. INTRODUCTION.

2.1 Background & General Aim of the Survey.

The Edinburgh Branch of the British Polio Fellowship (BPF) made representations to Lothian Health Board and at public meetings of Edinburgh Healthcare NHS Trust (EHT) expressing the concerns of members regarding the lack of specialist advice for health and related issues. People who had been affected by polio in childhood or early adulthood in the epidemic of the past reported a number of common symptoms and functional difficulties which had become apparent in their later years. In contrast to the expert advice available to them when initially affected by polio, many found that most health and related professionals (e.g. doctors, surgeons, therapists and social workers) appeared to have no or inadequate knowledge of the late effects of the condition.

They expressed a desire for a specialist service designed to address these issues. However little was known of the size or exact nature of the difficulties experienced and of how widespread was the dissatisfaction with current services.

The Rehabilitation Studies Unit (RSU) agreed to assist with a postal survey to try to determine the frequency and nature of symptoms and their consequences and the experience of use of health services by people with polio in Lothian.

2.2 Rationale Behind Survey Design.

Poliomyelitis was a major cause of mortality and morbidity in Scotland until the introduction of effective vaccination in the mid 1950s. Those who survived the acute infection often endured a challenging and prolonged period of rehabilitation initially with considerable contact with health and related services at that time. These people, some 40 or more years on, describe a variety of symptoms and functional problems which may be referred to as the late effects or consequences of polio (Dalakas, 1995; Halstead & Grimby, 1995). These symptoms include new respiratory, neurological, musculoskeletal and other complaints. The term post-polio syndrome (PPS) has been adopted by some to cover all these features (Leboeuf, 1990) while others have recommended that it be restricted to those who have a progressive muscular weakness developing at least 15 years after reaching maximum recovery from the initial infection (Dalakas et al, 1986; Kidd et al, 1997). It is debatable as to whether there is a distinct clinical entity or whether there are a range of syndromes (Halstead & Grimby, 1995).

The literature on late consequences of poliomyelitis has increased considerably in the last 10-15 years, particularly following the first international conference on the subject in the U.S.A. in 1984 (Halstead & Wiechers, 1985). It is worth noting that some late symptoms have been recognised for over a century (Agre et al, 1989). Particular attention has been focused on the respiratory system with reports of recurrent chest infections, breathlessness and sleep apnoea (Lane et al, 1974; Howard et al, 1988; Kidd et al, 1996); the neuromuscular system with muscle weakness, wasting fasciculation and a disorder like motor neurone disease involving both limb and bulbar muscles (Zilkha, 1962; Mulder et al, 1972; Howard et al, 1988); and skeletal disorders such as fractures, joint and back pain (Cosgrove et al, 1987; Kidd et al, 1997). In addition there have been descriptions of headaches, mental confusion, irritability and sleep disturbances often related to respiratory changes (Howard et al, 1988; Kidd et al, 1997). Prominent complaints associated with the above symptoms are fatigue and weight loss. A frequent complaint is of cold intolerance especially in the affected limb.

In designing the symptom questionnaire the desire for a comprehensive approach had to be balanced with avoiding such a long list of possible symptoms as to dissuade individuals to complete it. Care was also taken to try to avoid invoking unnecessary anxiety in subjects who might be unaware of some of the potential symptoms. The Edinburgh branch of the BPF were most helpful in both suggesting and modifying this questionnaire.

As important as identifying the common symptoms or impairments it is essential to consider the functional consequences in terms of disability. The Office of Population Consensus and Surveys (OPCS) Questionnaire, used for a national survey of disability in the UK (Martin et al, 1988), has been recommended for community surveys aimed at establishing the prevalence of disability (Wade, 1992).

In addition to determining any disturbances of daily activities that may result from a disabling disorder, it is important to try to gauge how the individual views its effect on their health status. The Short Form Health Survey (Ware & Sherbourne, 1992), usually referred to as the Short Form 36 or SF-36, is one of the most reliable and widely used instruments designed for this purpose (Jenkinson et al, 1996). The use of SF-36 would also allow the possibility of comparison of the post-polio population with other diagnostic groups and the general population.

The final component of the survey was devised to get information regarding contact with hospital or general practice based services in the preceding 5 years with some details of relative satisfaction with the services. Subjects were also asked to identify services that they had not had access to but with which they would have liked to have been able to have contact. The choice of which services to address was determined largely on the advice of the BPF.

3. METHODOLOGY.

3.1 Study Population.

The principal source of subjects for the questionnaires was the BPF, Edinburgh Branch which services Edinburgh and the Lothians but also has membership from Fife, the Borders and elsewhere. It was decided to limit the survey to those from Lothian (i.e. with an EH postcode).

In addition patients known to the Wheelchair Service and neurorehabilitation clinics of the Rehabilitation Directorate, Edinburgh Healthcare NHS Trust were included.

3.2 Questionnaires.

Each subject was sent a letter informing them of the nature of the study assuring them of the confidentiality of the data collection and handling; a set of questionnaires and an SAE for return of completed questionnaires. Copies of the letter and questionnaires are included in Appendix 1.

The four questionnaires were as follows:

  i) Symptoms Questionnaire
  ii) OPCS Disability Questionnaire
  iii) SF-36
  iv) Use of Services Questionnaire

Only a single mailing was done on the grounds that the questionnaires were unsolicited and were sent to individuals who might have had minimal contact with services and might, therefore, object to repeat mailings.

All data were number coded and dealt with under the regulations of the Data Protection Act.

4. RESULTS.

4.1 Response Rate.

A total list of 221 people were sent the questionnaires and 142 (64%) were returned. Of these, seventeen were returned unanswered: in 11 cases the person was no longer at that address; 3 people had died; in two cases there was a note from a friend or relative to say that the individual could not complete it and in one instance the diagnosis of polio was incorrect.

Thus the final study population was 125.

Of these one individual only answered the symptom questionnaire and one other answered the other three questionnaires but omitted the symptom questionnaire.

4.2 Demographics.

Of the 125 subjects: 75(60%) were female and 50(40%) were male.

The median age was 59 years; (mean 61; range 40-91 years). The median time since original diagnosis of polio was 51 years; (mean 54; range 23-89 years).

Thirty six (29%) of the subjects were currently attending a hospital clinic. This included orthotic clinics and in some cases was not related directly to polio but to other medical or surgical conditions.

4.3 Symptoms [Symptom Questionnaire].

Tables detailing the frequency of each symptom are included in Appendix 2. Only one individual, a 56 year old woman who had suffered polio at the age of 10 years, reported having none of the symptoms listed.

The following summarises the main findings.

i) Respiratory.

Thirty seven people (30%) reported suffering a chest infection for which they had received antibiotics in the preceding year. In 14 cases (11%) there had been recurrent chest infections. Although recurrent chest infections were most common in those aged 70-79 years with five in this decade; two people aged 40-49 years, four aged 50-59 years and three aged 60-69 years also noted repeat episodes of chest infection treated by antibiotics.

Shortness of breath in bed, or rest dyspnoea, occurred in 19 (15%) while exertional dyspnoea was present in 70 (56%). Eight of the 19 with rest dyspnoea and 24 of the 70 with exertional dyspnoea stated that these symptoms had been present for less than five years.

ii) Falls & Fractures.

In the preceding year 51 people (41%) reported a fall and in 35 this had occurred on more than one occasion. Fractures had been suffered by 13 (10%) of the study population and seven individuals had had fractures more than once. Other minor injuries as a result of falls were reported by 34 people and this was a recurrent problem for 19 of these.

Falls were distributed throughout the age range of 42 to 91 years. According to the following decades the number reporting falls were: 40-49 years: 12; 50-59 years: 13; 60-69 years: 10; 70-79 years: 12; 80-89 years: 3; 90-99 years: 1.

iii) Musculoskeletal.

Table 4.1 summarises the frequency of musculoskeletal symptoms. Increased muscle weakness in affected muscles was noted in two thirds of patients (67%) and almost as many (60%) described weakness in unaffected muscles. Twitching or flickering in the muscles, cramps and other muscle pains were also common, occurring in almost half the population (42%, 45% & 49% respectively). If one considers the number of individuals who had either cramp or other muscle pain the total was 80 (or 64%) of the 125 respondents.

Joint pain; joint stiffness; and decreased range of joint movement affected almost two thirds (61%, 64% and 63% respectively) with increased joint instability in just over half the population (52%). As can be seen from Table 4.1 these symptoms were all reported as of relatively recent onset in a significant proportion of those who recorded the duration of their symptoms.

Table 4.1: Duration of musculoskeletal symptoms (n =125)
SYMPTOM <5 years 6-20 years >20 years Unspecified Total
Increased weakness 42 20 6 16 84
Weak previously unaffected muscle 38 18 5 14 75
Twitch/flicker 23 10 6 13 52
Cramp 20 6 11 19 56
Other pain 22 16 4 19 61
Joint pain 33 21 8 14 76
Stiffness 39 18 7 16 80
Reduced range 35 20 6 18 79
Joint Instability 30 13 6 16 65
Back Pain 31 21 13 11 76
Neck pain 29 12 3 6 50

Back pain occurred in 61% and, again, in a substantial number 31 (48%) of the 65 who stated how long they had had the symptom, it had only been present for less than five years. Although neck pain was slightly less common, affecting 40% of respondents, it was also often a problem of recent onset.

iv) Sleep.

Difficulty getting to sleep, initial insomnia, was recorded in 43 (34%); frequent waking, sleep fragmentation in 56 (45%); and early morning waking in 58 (46%) of the respondents. A total of 79 people (63%) described having one or more pattern of sleep disturbance. Although in some people such problems had been present for over 20 years, disturbance of sleep pattern had been present for less than five years in 46 (55% ) of those who specified the duration of the symptom.

v) Confusion, Irritability and Headache.

Only 11 people (9%) were aware of episodes of mental confusion. However only four of these individuals were aged over 70 years; four were between 40 and 49 years of age and the remaining three between 50 and 69 years. Five of the 11 said it had been present for less than five years.

Irritability was present in 37 (30%) and reported as a recent problem in half (18) of these, only being described as present for more than 20 years in four people.

Forty one (33%) described headaches. Twenty respondents failed to indicate how long this symptom had been present but 11 indicated that it had been for less than five years; six for between 6 and 20 years and four for longer than this. The frequency and time of day of headaches is summarised in Table 4.2.

Table 4.2: Pattern of headaches (n=41)
How Often Daily > 2 per week weekly 1-4 per month > 4 per month
  5 9 5 17 5
Time Morning Evening During night Anytime
  5 2 0 34
It should be pointed out that the Symptom Questionnaire contained an error in that the final question regarding frequency of headaches should have been "<4" rather than ">4" attacks per month. The results are given as reported in the questionnaires returned.

vi) Speech & Swallowing.

Six individuals (5%) had noted speech changes and in three this had been present for less than five years. Swallowing difficulty or choking was, however, reported by 23 (18%) and, in the nine of the 16 who specified the duration of these symptoms, they had been present for less than five years.

vii) Weight Loss.

Fourteen (11%) report weight loss. This had been noted over the preceding year by three individuals and for one to five years in a further five.

viii) Cold intolerance.

The most commonly reported symptom, present in 87 (70%) of respondents was intolerance of cold in affected limb(s). The great majority of those in this group who indicated the duration, 58 (91%) of 64, had suffered this for over 5 years.

ix) Fatigue.

Another very frequent symptom was fatigue present in 83 (66%). There was a relatively even distribution between those identifying it as a recent as opposed to a longer standing symptom with 26 noting it for less than five years, 27 for more than five years and 30 not specifying the duration.

4.4 Disability [OPCS Disability Questionnaire].

The frequency of reported activity of daily living difficulties using the postal questionnaire devised by the OPCS is shown in full in Appendix 2 and is repeated in part in Tables 4.3 to 4.5 in this section. Abbreviations used in both sets of tables are given in full in the questionnaires included in Appendix 1.

As is evident from Table 4.3, motor disabilities were very common with 78% reporting difficulty with stairs; 72% with walking; 70% with bending; 54% describing falls or balance difficulties; 45% with reaching and stretching and 32% with manual dexterity tasks. Over a third (38%) noted difficulty going outside the house or garden without help.

Table 4.3: Section A of OPCS Disability Questionnaire (n=125)
Activity Difficulty reported
Walking ¼ mile on level 90 (72%)
Walking up & down steps 98 (78%)
Bending & straightening up 88 (70%)
Falling/keeping balance 67 (54%)
Reaching & stretching 56 (45%)
Holding, gripping & turning 40 (32%)
Recognizing friend across road 10 (8%)
Reading newsprint 12 (10%)
Hearing 19 (15%)
Noises in head or ears 22 (18%)
Going outside house/garden 48 (38%)
Following conversation with background noise 30 (24%)

Sections B & C of the OPCS Disability Questionnaire address health problems and disabilities and, therefore, overlap to an extent with the Symptom Questionnaire. The results of this part are summarised in Table 4.4.

The report of 35 people troubled with severe and frequent bouts of breathlessness, wheezing or coughing limiting daily activities should be considered in relation to the 69 who reported some exertional dyspnoea. Similarly eating difficulty is reported in eight while 23 had some swallowing difficulty or choking. It would be anticipated that figures for significant disability would be lower than those for the occurrence of symptoms.

Severe pain or irritation limited daily activities in over a third of people and just less than a third described such limitations due to scar, blemish or deformity. Although 21% stated that severe depression or anxiety were long term health problems only 5% had consulted a psychiatrist or other specialist for such problems in the preceding year.

More than half of the population reported difficulty living alone [69(55%)] and limitations to the type of work they could do [67(54%)].

Sixteen percent of the population were attending day centres while 15% said they had attended a special school.

Table 4.4: Sections B & C of OPCS Disability Questionnaire (n=125)
Health Problems or Disabilities Present
Severe bouts of breathlessness, wheeze, cough 35 (28%)
Eating, drinking, digestion 8 (6%)
Severe pain or irritation 48 (38%)
Scar, blemish or deformity 37 (30%)
Lack of bladder control 18 (14%)
Lack of bowel control 13 (10%)
Fit or convulsion 7 (6%)
Difficulty being understood 7 (6%)
Difficulty understanding others 8 (6%)
Frequent confusion/disorientation 8 (6%)
Severe depression/anxiety 26 (21%)
Difficulty getting on with people 8 (6%)
Mental handicap/learning difficulty 1 (1%)
Mental illness/phobia 4 (3%)

4.5 Health Status [SF-36].

The SF-36 which, as its title suggests, consists of 36 questions provides eight dimensions of health: physical functioning; role limitation due to physical problems; role limitation due to emotional problems; social functioning; mental health; vitality/energy; body pain; and general perception of health. Analysis was done according to the Guidelines provided by the Medical Outcomes Trust (1993). Raw scores are transformed into scaled scores ranging from 0 to 100, where higher score indicates better health.

Table 4.6: SF- 36 Results (mean values)
  Total Polio group
(n=124)
Normative data
(n=2489)
Polio age 55-64
(n=37)
Normative 55-64
(n=1237)

Physical function 26.2 78.3 27.3 78.0
Role physical 41.4 71.9 35.6 78.3
Role emotional 67.6 76.3 78.1 84.8
Social function 62.7 71.9 63.6 86.6
Mental health 71.2 69.9 70.1 76.1
Vitality/energy 42.2 54.0 40.6 60.9
Body pain 45.0 69.8 41.3 76.8
General health 50.6 60.8 49.0 68.3

Table 4.6 presents the results for the full study population compared to normative data for people with long standing illness of all ages and for polio patients aged 55-64 compared with normative data for this age group.

In both groups mental health means for the polio subjects was not dissimilar to the comparable general populations and will not be discussed further. In ranking order from lowest to highest scores the pattern is the same for both groups for the five lowest: physical function, physical role, vitality, body pain and general health. The differences are considerable for all of these items. There is also evidence of reduced emotional role and social function in both groups.

4.6 Use of Services.

i) Contact with Services.

In order of frequency contact had been with hospital clinic, physiotherapy, wheelchair service, orthotist, occupational therapist and speech and language therapy. It is notable that less than a third had contact with occupational therapy. Despite the reported occurrence of swallowing difficulty or choking in 23 people only two had seen a speech & language therapist.

Table 4.7 summarises the contact subjects had had with the various services in the preceding five years and indicates whether they were satisfied (strongly agree + agree) or not satisfied (disagree + strongly disagree) with the service received.

Table 4.7: Contact with services and agreement re satisfaction *
  No. using Strongly agree Agree Disagree Strongly disagree
Hospital clinic 78 21 44 10 2
Occupational Therapy 36 10 18 4 3
Physiotherapy 57 21 25 7 3
Speech Therapy 2 0 1 0 0
Orthotics 50 17 20 1 10
Wheelchair 52 25 22 3 2
* Not all respondents who had contact with a service rated their degree of satisfaction with it.

With regard to relative satisfaction with the services received: 84% were satisfied with hospital clinic; 90% with the wheelchair service; 82% with physiotherapy; 77% with orthotics and 80% with occupational therapy.

ii) General Practitioner Contact.

123 of the 125 answered the question on frequency of contact with their GP in the preceding year. Forty two people (34%) had seen their GP once or twice, 33 (27%) three to six times; 38 (31%) more than six times; while ten (8%) had had no contact.

iii) Services Desired.

Only 42 people responded to the request to indicate services which they had not had access to but felt they would like to have.

In order of frequency (number and percentage) were as follows: hospital specialist 22 (18%); physiotherapist 11 (9%); wheelchair service 9 (7%); orthotist 8 (6%); occupational therapist 5 (4%); employment 5 (4%); housing 3 (2%).

5. DISCUSSION.

This survey has confirmed a high level of impairment, disability and handicap in people in Lothian who had suffered poliomyelitis earlier in their life. It was designed as a preliminary investigation into the subject and cannot be regarded as more than this. Before discussing in more detail the four areas addressed by the questionnaires, a few points will be made with regard to the study design.

5.1 Study Design.

Community surveys are best done on the basis of interview using skilled interviewers whenever possible rather than by self-administered postal questionnaire (Abramson, 1979). However the use of a postal survey was appropriate to capture as many subjects as possible and to do this project without substantial funding. The cost of interviewing over a hundred individuals to cover the wide range of issues to be addressed would have been considerable. This is not to suggest that such expenditure on a further more detailed study is not warranted, indeed we would suggest that the results of this survey support the need for further work.

How representative is the study population of the total number of people with previous polio in Lothian? The short answer to this is that it almost certainly is not. However the aim of the study was to determine the numbers of people in Lothian who might need medical or related services rather than to perform an epidemiological survey per se. It could be suggested that people who join the BPF are more likely to be those who have some ongoing difficulties related to their polio and those who volunteered to complete questionnaires might contain a higher proportion of people with difficulties than those who did not volunteer. The use of a listing of wheelchair users should inevitably include people with mobility problems while those attending a neurorehabilitation clinic are likely to have motor problems. It is accepted, therefore, that people with non-locomotor complaints may be underrepresented as may those with no significant problems. Further comments on the epidemiology of polio in Lothian are presented at the end of the Discussion.

How accurate were the responses? Self-administered questionnaires rely on a certain level of education and skill on the part of the respondent (Abramson, 1979). They are always subject to the error of a respondent misreading or misunderstanding questions. The population included a high proportion of elderly people, some of whom may have answered inaccurately due to concomitant visual or mental problems.

Were all problems reported directly related to the effects of polio? Clearly people of middle age or older who have had polio in the past are susceptible to the same diseases as the rest of the population of these ages. In fact small numbers of individuals commented that they were attending clinics or had disabilities due to heart attacks, stroke, rheumatoid arthritis and accidental injuries such as burns. Those volunteering such histories, however, were few in number and again it would require an interview follow-up to determine the incidence of significant con-current illnesses unrelated to polio.

5.2 Common Symptoms.

The difficulties relating to selection of a study population are common to most published studies on the late consequences of poliomyelitis. In a recent review article Thorsteinsson (1997) reported common new health complaints as fatigue, weakness in both previously affected and unaffected muscles, muscle and joint pain, cold intolerance and atrophy. To illustrate this she cited four major references (Halstead & Rossi, 1985; Halstead & Rossi, 1987; Agre et al, 1989 ; Lønnberg, 1993). Foremost among these is possibly the report of Lønnberg from Denmark which was based on a population of 3,607.

Table 5: Common symptoms (expressed as percentages)
Complaint Halstead
(1985)
(n=539)
Halstead
(1987)
(n=132)
Agre
(1989)
(n=79)
Lønnberg
(1992)
(n=3607)
Present study
(1998)
(n=125)

Fatigue 87 89 86 62 66
Weakness affected muscles 87 69 80 54 67
Weakness unaffected muscles 77 50 53 33 60
Muscle pain 80 71 86 39 64
Joint pain 79 71 77 51 61
Cold intolerence -- 29 56 42 70

Table 5 is drawn from Thorsteinsson's report with the inclusion of our findings. It must be emphasized that our figures represent the total percentages of those reporting the symptom, rather than only those describing it as a new complaint. This is at least partially justified by the fact that many of our subjects did not specify the duration of their symptoms.

Fatigue.

Peter Field (1995) published a questionnaire study by mailing it with the BPF magazine and handing it to individuals at rehabilitation centres. Of a total of 1220 he was able to analyse responses from 1212. The demographic characteristics were not dissimilar to the present study in that the average age was 60 years [cf mean 61; median 59 years] with 65% female [cf 60%]. He reports low stamina or high fatigue in 66% and, giving quotations from individuals, he describes overwhelming fatigue as the most common and often the most debilitating symptom. In the present study a number of individuals annotated their questionnaires with comments regarding being extremely tired or exhausted all the time. Others have identified fatigue as one of the more common principal reasons for polio patients being seen in medical clinics (Agre, 1995). The sudden onset of an "extraordinary sense of fatigue", some 28 years after he first contracted polio, was the first late symptom identified in himself by Dr L Halstead, a leading figure in polio research (Gould, 1995).

Cold Intolerance.

This was the most commonly reported symptom by our subjects although in over half it was of longstanding. It has been associated with increased muscle weakness, skin discolouration and burning pain and to increase with aging (Frick & Bruno, 1986).

Muscle Weakness.

The frequency with which people reported increasing weakness in previously affected muscles or new weakness in previously unaffected muscles would suggest a need for neurological review to determine the nature of this phenomenon. There is a considerable literature detailing neurophysiological and other investigations of people reporting this symptom (Windebank et al, 1996; Trojan & Cashman, 1997). There is an emerging concensus that the development of new muscular weakness does not constitute a form of motor neurone disease (Kidd et al, 1997).

Respiratory & Related Symptoms.

In the study population respiratory symptomatology was not unduly common but is probably higher than it would be in an age matched population. Thus although recurrent chest infections requiring treatment might be anticipated in an elderly population, the median age of the study population was 59 years.

Respiratory insufficiency is a recognized complication of longstanding polio due to chest wall deformity, scoliosis, muscle weakness and other factors (Howard et al, 1988, Kidd et al, 1996). This is associated with headaches particularly on waking, disturbed sleep and daytime hypersomnolence, episodic confusion etc (Laurie et al, 1984). Sleep disturbances were common in the study population but varied in nature.

Although only 11 admitted to confusion, seven of these were under 70 years of age and there is the possibility that this related to sleep apnoea. It would be valuable to consider a specific interview-based study of respiratory and associated symptoms in a cohort of post-polio patients.

Swallowing Problems.

While swallowing difficulties are not among the more common symptoms in people with previous polio, they were reported by 18% of our study population. This is the same finding as Coelho and Ferranti (1991) who reported dysphagia in 18% of 220 polio survivors sent a questionnaire. A number of studies have demonstrated that, even when clinically there is no complaint of swallowing difficulties, many polio survivors have abnormalities on videofluoroscopy (Sonies, 1995).

Mood Disorders.

Depression and anxiety are common complaints in the general population and the nature of the questions in this study were insufficiently precise to give a clear indication of the frequency of these problems. However 21% described severe depression or anxiety interfering with daily activities on the OPCS questionnaire. Kemp et at (1997) found "probable major depression" in 6% and "significant depressive symptomatology" in 22% of 173 post polio patients but this was not significantly greater than in an age-matched control group. In a population based study postpolio patients were not prone to depression (Windebank, 1991).

Einarsson and Grimby (1990) used the Functional Status Questionnaire in 41 polio survivors to record feelings of well being and reported minimal disturbance. The SF36 results would suggest that psychological problems were not prominent in the study population.

5.3 Disability & Health Status.

The frequency of severe physical disability and associated perceived health status in the study population is striking. The level of motor disabilities, particularly with regard to lower limb function and mobility is high, in keeping with the reports of others (Grimby, 1995). Although this may reflect the use of wheelchair client lists to recruit patients, the polio population represent a significant number of people, many still in employment who require walking aids or wheelchairs to get about. These physical problems contribute very significantly to the disadvantage, or handicap, experienced by these people.

5.4 Services.

The nature of the hospital clinic was not specified in the questionnaire on services and although about two thirds of those responding had been to a clinic and most were satisfied with the service provided limited conclusions can be made from this. Fifty seven people had had physiotherapy although ten felt it was unsatisfactory. This warrants further study into the nature of the individual treatment offered in relation to specific patients.

Such comments are even more pertinent to orthotics. It is worth noting that 11 of the 50 patients expressed dissatisfaction with the service provided, and ten of these indicated marked dissatisfaction. Appropriate lower limb orthotic prescription has been shown to be effective in improving mobility and decreasing fatigue in many cases (Cosgrove et al, 1987; Waring et al, 1989). A detailed investigation of the orthotic requirements of this subgroup would be valuable to see if it is possible to improve patient satisfaction.

In our original discussions with the committee of the Edinburgh Branch of the BPF they indicated that many of their members had described medical and related personnel as admitting to their ignorance of the natural history of polio and lack of experience of the condition. It is conceivable that subjects in this study reported a satisfactory level of service despite being disappointed at the lack of expertise in those seeing them. By its nature the questionnaire did not address the post-polio person's reaction to clinic visits. Maynard (1995) has highlighted the danger of physicians communicating helplessness in the face of post-polio sequelae which may transmit a sense of hopelessness to the patient.

The response to the question as to what services people would like was slightly disappointing as many left it blank. This may relate to the wording of the question. In particular it might have been better to simply ask which services people considered should be available rather than asking which services they had not had but would like to have. It may also reflect a lack of knowledge of what the services might have to offer or a previous experience which suggested that they were ineffective.

5.5 Epidemiology of Polio.

It seems appropriate to add a final comment on the potential size of the likely population of polio survivors in Lothian. An extensive literature search has failed to reveal any figures as to the numbers of people who suffered polio in the past and are still alive today in the U.K. population. Halstead (1995) estimates 640,000¹ such people in the U.S.A. Based on an approximate population in that country of 240 million this would suggest a prevalence of 270 per 100,000. The reported prevalence in Norway is 250 per 100,000 (Gilhus, 1998). Assuming an approximate prevalence of 200 per 100,000 in Lothian whose population is almost three quarters of a million, this would lead to an estimate of about 1,500 people who had suffered polio in the past.

De Visser (1994) states that in this country epidemiological data about the frequency of the post-polio syndrome are based on estimates from U.S. studies which vary between 22 and 87%. Gilhus suggested that 15% of polio survivors in Norway suffered from post-polio syndrome. Taking a conservative figure of 20% and assuming that there are 1,500 polio survivors in Lothian would suggest about 300 people in the area who may be suffering the late effects of polio. Considering the limitations of our study design described above this appears a reasonable estimate. Taking account of the fact that the population of polio survivors is ageing it would be wise to plan for a larger number than this encountering problems and requiring services in a few years time.

[¹ LincsPPN Editorial Note. In Managing Post-Polio - A Guide to Living Well with Post-Polio Syndrome, Ed. Lauro S. Halstead, M.D, NRH Press, 1998, pp11-12, Halstead states that from a 1987 survey the CDC "calculated slightly more than 1.63 million polio survivors. Of these, 641,000 (39.2 percent) persons had paralytic polio; 833,000 (51 percent) had non-paralytic polio; and 160,000 (9.8 percent) didn't know." The diagnosis of paralytic polio is a clinical diagnosis. Neuronal damage may be present sub-clinically in persons diagnosed with non-paralytic polio. Thus the potential for late-effects of polio is not limited to persons previously diagnosed with paralytic polio but includes a factor (neuronal damage) that is present in a variable degree in all polio survivors. See Non-Paralytic Polio and PPS, Marcia Falconer, Ph.D. cell biology and Eddie Bollenbach, M.A. biology, A Lincolnshire Post-Polio Library Publication - January 1999. Dr. Pentland adds that the Gilhus reference also refers to paralytic cases and concurs that the extrapolation for Lothian is therefore likely to be an underestimate of the numbers suffering late sequelae.]

6. CONCLUSIONS.

7. RECOMMENDATIONS.

  1. There is a need for a more detailed interview based survey BUT this should not delay attention being paid to a number of identified issues.
  2. The large number of people with later onset muscle symptoms supports the case for a clinic including neurology, neurophysiology and physiotherapy resources to investigate the nature of these changes and offer expert advice on management.
  3. The frequency of severe pain in muscles and joints and the prominence of these symptoms as a contributory factor to disability and handicap would suggest the need for access to specialist pain services.
  4. While a smaller proportion of the study population reported respiratory difficulties of late onset, this may reflect study design and the symptoms in those who did have respiratory and related symptoms were sufficiently severe to suggest that access to respiratory services be facilitated.
  5. There should be further more detailed study of the accessability of services such as orthotics, remedial therapies and wheelchair provision.
  6. The findings of this report have implications for social services, housing, transport and other agencies with responsibilities for people with predominantly physical disability.
  7. There are sufficient people with major impairments, disabilities and handicap in Lothian to warrant consideration being given to establishing a "one-stop shop" where they can be assessed for their health and related needs and be directed to appropriate specific services.
  8. The size and nature of the late consequences of polio warrant specific attention being given to it in the training of health and related professions.

8. ACKNOWLEDGEMENTS.

Sincere thanks are given to all the respondents who completed the questionnaires making this report possible. We hope they feel their efforts are rewarded in the results. This survey would not have been instituted without the initiation of the committee of the BPF, Edinburgh Branch; they provided invaluable assistance in the design of the questionnaire and made available their membership lists.

The authors are grateful to Mrs C. Dowell of the Mobility Service for providing patient listings of wheelchair users. We are particularly indebted to Dr J Hunter and Dr SJ Smith for their constructive comments in the preparation of the manuscript and to Miss R. Goodman and Ms Marion Paton for typing and assistance with publication.

Edinburgh Healthcare NHS Trust covered the costs of postage and stationery and supported the staff time necessary for the completion of the study.

Dr. Hellawell is employed by the University of Edinburgh on funding from the Association of British Insurers.

9. REFERENCES.

  1. Abramson JR. Survey Methods in Community Medicine. 2nd ed Churchill Livingstone 1979. [Amazon]
  2. Agre JC, Rodriguez AA, Sparling KB. Symptoms and clinical impressions of patients seen in a post polio clinic. Arch Phys Med Rehabil 1989; 70: 367-70. [PubMed Abstract]
  3. Agre JC. Local muscle and total body fatigue. In: Halstead LS, Grimby G (eds) Post-polio Syndrome. Philadelphia: Hanley & Belfus Inc, 1995,35-67. [Barnes and Noble]
  4. Coelho CA, Ferranti R. Incidence and nature of dysphagia in polio survivors. Arch Phys Med Rehabil 1991; 72: 1071-5. [PubMed Abstract]
  5. Cosgrove JL, Alexander MA, Kitts EL et al. Late effects of poliomyelitis. Arch Phys Med Rehabil 1987; 68: 4-7. [PubMed Abstract]
  6. Dalakas MC, Elder G, Halleti M et al. A long-term follow-up study of patients with post-poliomyelitis neuromuscular symptoms. New Eng J Med 1986; 314: 959-63. [PubMed Abstract]
  7. Dalakas MC. The post-polio syndrome as an evolved clinical entity: definition and clinical description. Ann NY Acad Sci 1995; 753 :68-80. 7611661
  8. De Visser M. Rehabilitation of progressive neuromuscular diseases. In: Illis L.S. (ed) Neurological Rehabilitation 2nd ed. Oxford: Blackwell Scientific Publications, 1994,p 246.
  9. Einarsson G, Grimby G. Disability and handicap in late poliomyelitis. Scand J Rehab Med 1990; 22:113-21. [PubMed Abstract]
  10. Field P. A report into the consequences of living with polio for 63,500 years. 1995. [Lincolnshire Library Full Text]
  11. Frick NM, Bruno RL. Post-polio sequelae: physiological and psychological overview. Rehabil Lit 1986; 47: 106-11. [Lincolnshire Library Full Text]
  12. Grimby G. Functional limitations and disability in post polio. In: Halstead LS, Grimby G (eds) Post-polio Syndrome. Philadelphia: Hanley & Belfus, 1995, 165- 75. [Barnes and Noble]
  13. Gilhus N. Post polio: a challenge for neurological rehabilitation. WFNR Update Nov 1998, 6-7.
  14. Gould T. A Summer Plague. New Haven: Yale University Press, 1995. [Amazon] [Barnes and Noble]
  15. Halstead LS (1995) The lessons and legacies of polio. In: Halstead LS, Grimby G (eds) Post-polio syndrome. Philadelphia: Hanley & Belfus Inc, pp 199-214. [Barnes and Noble]
  16. Halstead LS, Rossi CD. New problems in old polio patients: results of a survey of 539 polio survivors. Orthopedics 1985; 8:845-50. [PubMed Abstract]
  17. Halstead LS, Rossi CD Post-polio syndrome: clinical experience in 132 consecutive out-patients. Birth Defects 1987; 3: 13-26. [PubMed Abstract]
  18. Halstead LS, Wiechers DO. Late Effects of Poliomyelitis. Miami: Symposie Foundation, 1985.
  19. Halstead LS, Grimby G. Post-polio Syndrome. Philadelphia: Hanley & Belfus Inc., 1995. [Barnes and Noble]
  20. Howard RS, Wiles CM, Spencer GT. The late sequelae of poliomyelitis. Q J Med 1988; 66: 2 19-32. [PubMed Abstract]
  21. Jenkinson C, Layte R, Wright L, Coulter A. The UK SF36: an analysis and interpretation manual. Oxford: Health Services Research Unit, 1996.
  22. Kemp BJ, Adams BM, Campbell ML. Depression and life satisfaction in aging polio survivors versus age-matched controls: relation to postpolio syndrome, family functioning and attitude towards disability. Arch Phys Med Rehabil 1997; 78: 187-92. [PubMed Abstract]
  23. Kidd D, Williams AJ, Howard RS. Poliomyelitis. Postgrad Med J 1996; 72: 641- 7. [Lincolnshire Library Full Text]
  24. Kidd D, Howard RS, Williams AJ. Late functional deterioration following paralytic poliomyelitis. Q J Med 1997; 90: 189-96. [Lincolnshire Library Full Text]
  25. Lane DJ, Hazelman B, Nichols PRJ. Late onset respiratory failure in patients with previous poliomyelitis. Q J Med 1974; 172: 55 1-68. [PubMed Abstract]
  26. Laurie G, Maynard FM, Fischer DA, Raymond J. Handbook on the late effects of poliomyelitis for physicians and survivors. St. Louis: Gazette International Networking Institute 1984.
  27. Leboeuf C. The Late Effects of Polio. Woodville, Australia: Commonwealth Department of Community Services and Health, 1990. [Lincolnshire Library Full Text]
  28. Lønnberg F. Late onset polio symptoms in Denmark: Scand J Rehabil Med 1993; 28:7-15 (Supp). [PubMed Abstract]
  29. Martin J, Meltzer H, Elliot D. The Prevalence of Disability Among Adults. London: Her Majesty's Stationery Office, 1988.
  30. Maynard FM. Managing the late effects of polio from a life-course perspective. Ann NY Acad Sci 1995; 753: 354-60. [Lincolnshire Library Full Text]
  31. Medical Outcomes Trust. How to score the SF-36 Health Survey. Boston: Medical Outcomes Trust, 1993.
  32. Mulder DW, Rosenbaum RA, Layton DD. Late progression of poliomyelitis or forme fruste of amyotrophic lateral sclerosis. Mayo Clin Proc 1972; 47: 756-61. [PubMed Abstract]
  33. Sonies BC. Long term effects of post-polio on oral-motor and swallowing function. In Halstead LS, Grimby G (eds) Post-polio Syndrome. Philadelphia: Hanley & Belfus, 1995, 125-37. [Barnes and Noble]
  34. Thorsteinsson G. Management of post-polio syndrome. Mayo Clin Proc 1997; 72:627-38. [Lincolnshire Library Full Text]
  35. Trojan DA, Cashman NR. Pathophysiology and diagnosis of post-polio syndrome. Neurorehabilitation 1997; 8: 83-92. [Lincolnshire Library Full Text]
  36. Wade DT. Measurement in Neurological Rehabilitation. Oxford. Oxford University Press, 1992, p 207. [Barnes and Noble]
  37. Ware JE, Sherbourne CD. The MOS 36-item short-form health survey (SF-36). Med Care 1992; 30: 473-83. [PubMed Abstract]
  38. Waring WP, Maynard F, Grady W, Grady R, Boyles C. Influence of appropriate lower extremity orthotic management on ambulation, pain, and fatigue in a postpolio population. Arch Phys Med Rehabil 1989; 70: 371-5. [PubMed Abstract]
  39. Windebank AJ Litchy WJ, Daube JR, Kurland LT, Codd MB, Iverson R. Late effects of paralytic poliomyelitis in Olmsted County, Minnesota. Neurology 1991; 41:501-7. [PubMed Abstract]
  40. Windebank AJ, Litchy WJ, Daube JR, Iverson RA. Lack of progression of neurologic deficit in survivors of paralytic polio. Neurology 1996; 46: 80-4. [PubMed Abstract]
  41. Zilkha KJ. Discussion on motor neurone disease. Proc R Soc Med 1962; 55: 1028-9.

10. APPENDICES.

APPENDIX 1: Postal Questionnaires.

[With the exception of the covering letter, the following does not attempt to reproduce the precise textual layout of the Questionnaires as distributed during the survey. However, they are accurate representations of the textual content of the Questionnaires.]

Covering Letter.

Dear Sir/Madam,

Questionnaires regarding Late Effects of Polio

Firstly please excuse the impersonal form of address and if you have not been informed in advance, please excuse the unsolicited nature of this letter.

The Edinburgh Branch of the British Polio Fellowship (BPF) has highlighted the fact that a number of members who suffered polio in their childhood or early adulthood are now encountering difficulties accessing health services or when they do receiving services which meet their needs.

It would be of considerable assistance in trying to overcome these difficulties if as many people who have had polio complete the enclosed questionnaires - even if they have no active problems or need of services. Although you are asked to provide your name and other personal details let me assure you that information will be kept in strict medical confidence by the researchers - and results will not be presented to anyone in a way that will allow individuals to be identified.

Your name and address has been obtained from the BPF or from your recent contact with a part of the health service but information obtained from the questionnaires will not be divulged to either of these sources.

The questionnaires are colour coded to assist in data analysis and address topics such as symptoms, disabilities and use of services. Although they may appear daunting, and at times questions appear inappropriate, we hope you will be able to complete them all and thank you in anticipation.

Yours sincerely

Dr B Pentland
Head of Rehabilitation Services
Thumbnail image of covering letter
Covering Letter (22K gif)

Respondent Details.

NAME
ADDRESS
:MAIDEN NAME
 
 
DATE OF BIRTH
GENERAL PRACTITIONER (NAME & ADDRESS)

 
 
AGE/DATE WHEN POLIO DIAGNOSED:
 
 
 
HOSPITAL(S) ATTENDED
 
 
 
DO YOU CURRENTLY ATTEND ANY HOSPITAL CLINIC OR OUT-PATIENT SERVICE YES/NO
 
IF YES - PLEASE STATE WHERE YOU ATTEND
 

1) SYMPTOM QUESTIONNAIRE [Colour Code White].

THE FOLLOWING SYMPTOMS HAVE BEEN REPORTED BY SOME PEOPLE WHO HAVE HAD POLIO IN THE PAST. YOU MAY NEVER EXPERIENCE THEM. PLEASE FEEL FREE TO ADD DESCRIPTIONS OF ANY SYMPTOMS IN THE SPACES PROVIDED.

In the last 12 months have you experienced any of the following?

  Chest infection for which antibiotics were prescribed YES | NO | MORE THAN ONCE
  Fall YES | NO | MORE THAN ONCE
  Fracture as a result of a fall YES | NO | MORE THAN ONCE
  Other minor injuries as a result of a fall YES | NO | MORE THAN ONCE

Do you experience (or have recently experienced) any of the following?

  Muscles
    Increased weakness in previously affected muscles YES | NO | HOW LONG
    Weakness in unaffected muscles YES | NO | HOW LONG
    Twitching or flickering in muscles YES | NO | HOW LONG
    Cramps YES | NO | HOW LONG
    Other muscle pain YES | NO | HOW LONG
    (Please describe other muscle pain:)

  Joints
    Pain (other than after a fall or injury) YES | NO | HOW LONG
    Increased stiffness YES | NO | HOW LONG
    Reduced range of movement YES | NO | HOW LONG
    Increased joint instability YES | NO | HOW LONG

  Pain
    Back pain YES | NO | HOW LONG
    Neck pain YES | NO | HOW LONG

  Breathlessness
    Shortness of breath in bed YES | NO | HOW LONG
    Shortness of breath on exertion YES | NO | HOW LONG
    (Please indicate the type of activity likely to make you breathless - e.g. climbing stairs, using wheelchair, etc.):

  Sleep disturbance
    Difficulty getting to sleep YES | NO | HOW LONG
    Frequent waking YES | NO | HOW LONG
    Early morning waking YES | NO | HOW LONG
    (If these terms do not accurately fit your symptoms, please describe):

  Episodes of mental confusion YES | NO | HOW LONG

  Increased irritability with others YES | NO | HOW LONG

  Headaches YES | NO | HOW LONG
    If yes, how often do they occur?
Daily | 2 or more per week | Weekly | 1-4 per month | More than 4 per month
    When do they occur?
Morning | Evening | During the night | Anytime

  Swallowing difficulty or choking YES | NO | HOW LONG
    If yes, how often?

  Speech changes YES | NO | HOW LONG

  Weight loss YES | NO | HOW LONG

  Intolerance of cold in affected limb(s) YES | NO | HOW LONG

  Fatigue YES | NO | HOW LONG
    (Please describe fatigue symptoms):

2) USE OF SERVICES [Colour Code Brown].

1) PLEASE INDICATE WHETHER OR NOT YOU HAVE HAD CONTACT WITH ANY OF THE FOLLOWING SERVICES IN THE LAST 5 YEARS AND INDICATE YOUR LEVEL OF SATISFACTION WITH THE SERVICE PROVIDED BY ANSWERING THE FOLLOWING QUESTIONS.

Service Contact in last 5 years I am satisfied with the treatment/service provided
a) Hospital clinic YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
b) Occupational Therapy YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
c) Physiotherapy YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
d) Speech and Language Therapy YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
e) Orthotics (calipers, braces, etc) YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
f) Wheelchair YES | NO Strongly Agree | Agree | Disagree | Strongly disagree
   
2) CAN YOU INDICATE THE NUMBER OF TIMES YOU HAVE SEEN YOUR OWN DOCTOR (GP) IN THE LAST YEAR?
  0 | 1-2 | 3-6 | more than 6

3) PLEASE INDICATE BELOW ANY OF THE FOLLOWING SERVICES WHICH YOU HAVE NOT HAD ACCESS TO BUT YOU FEEL YOU WOULD LIKE TO HAVE (tick as many as applies)
  Hospital specialist Physiotherapist
  Occupational Therapist Speech Therapist
  Orthotist (re: calipers, braces, etc) Wheelchairs
  Employment Housing

3) ADL QUESTIONNAIRE [Colour Code Green].

A. Do you have the following difficulties due to long-term health problems or disabilities, either physical or mental?

  a) Difficulty walking for a quarter of a mile on the level? YES | NO
  b) Great difficulty walking up or down steps or stairs? YES | NO
  c) Difficulty bending down and straightening up, even when holding on to something? YES | NO
  d) Falling, or having great difficulty keeping balance? YES | NO
  e) Difficulty using arms to reach and stretch for things? YES | NO
  f) Great difficulty holding; gripping or turning things? YES | NO
  g) Difficulty recognizing a friend across the road, even if glasses or contact lenses are worn? YES | NO
  h) Difficulty reading ordinary newspaper print, even if glasses or contact lenses are worn? YES | NO
  i) Difficulty hearing someone talk in a quiet room? YES | NO
  j) Suffering severely from noises in the head or ears? YES | NO
  k) Difficulty going outside the house or garden without help? YES | NO
  l) Great difficulty following a conversation if there is background noise, for example a TV, radio, or children playing? YES | NO

B. Are you affected by the following health problems or disabilities?

  a) Severe and frequent bouts of breathlessness, wheezing or coughing which limit daily activities? YES | NO
  b) Severe difficulties with eating, drinking or digestion which limit daily activities? YES | NO
  c) Severe pain or irritation which limits daily activities? YES | NO
  d) A scar, blemish, or deformity which limits daily activities? YES | NO
  e) Lack of control of bladder at least once a day or night? YES | NO
  f) Lack of control of bowels at least once a month? YES | NO

C. Have you had the following long-term health problems or disabilities?

  a) A fit or convulsion in the past two years? YES | NO
  b) Difficulty in being understood by others? YES | NO
  c) Difficulty understanding what others say or what they mean? YES | NO
  d) Frequently getting confused or disorientated? YES | NO
  e) Severe depression or anxiety? YES | NO
  f) Difficulty getting on with people, so that family work or leisure is severely affected? YES | NO
  g) Mental handicap or other severe learning difficulties? YES | NO
  h) Mental illness or phobias which limit daily activities? YES | NO

D. In the last twelve months have you seen a psychiatrist or other specialist because of a mental, nervous, or emotional problem?
  YES | NO

E. In the last twelve months have you attended a day centre, taken sheltered work, or lived in sheltered housing because of a health problem or disability?
  YES | NO

F. Did you attend a special school because of a long-term health problem or disability?
  YES | NO

G. Do any of the following statements apply to you, of a long-term health problem or disability:

  a) I would find it difficult to live alone without help? YES | NO
  b) I am dependent on life-sustaining equipment? YES | NO
  c) I am limited in the type or amount of paid work I can do? YES | NO

SF-36 Health Survey [Colour Code Yellow].

Copyright © 1992 Medical Outcomes Trust
All rights reserved
(U.K. Version of Standard SF-36 Health Survey).

INSTRUCTIONS: This survey asks for your views about your health. This information will help keep track of how you feel and how well you are able to do your usual activities.

Answer every question by marking the answer as indicated. If you are unsure about how to answer a question, please give the best answer you can.

1. In general, would you say your health is:
  (Please tick one)
  Excellent | Very good | Good | Fair | Poor

2. Compared to one year ago, how would you rate your health in general, now?
  (Please tick one)
  Much better now than one year ago
  Somewhat better now than one year ago
  About the same as one year ago
  Somewhat worse now than one year ago
  Much worse now than one year ago

3. The following questions are about activities you might do during a typical day. Does your health now limit you in these activities? If so, how much?
  ACTIVITIES (Please tick one box on each line)
  a. Vigorous activities, such as running, lifting heavy objects, participating in strenuous sports Yes, limited a lot | Yes, limited a little | No, not limited at all
  b. Moderate activities, such as moving a table, pushing a vacuum cleaner, bowling, playing golf Yes, limited a lot | Yes, limited a little | No, not limited at all
  c. Lifting or carrying groceries Yes, limited a lot | Yes, limited a little | No, not limited at all
  d. Climbing several flights of stairs Yes, limited a lot | Yes, limited a little | No, not limited at all
  e. Climbing one flight of stairs Yes, limited a lot | Yes, limited a little | No, not limited at all
  f. Bending, kneeling, or stooping Yes, limited a lot | Yes, limited a little | No, not limited at all
  g. Walking more than a mile Yes, limited a lot | Yes, limited a little | No, not limited at all
  h. Walking half a mile Yes, limited a lot | Yes, limited a little | No, not limited at all
  i. Walking one hundred yards Yes, limited a lot | Yes, limited a little | No, not limited at all
  j. Bathing or dressing Yes, limited a lot | Yes, limited a little | No, not limited at all

4. During the past 4 weeks, have you had any of the following problems with your work or other regular daily activities as a result of your physical health?
    (Answer Yes or No to each question)
  a. Cut down on the amount of time you spent on work or other activities YES | NO
  b. Accomplished less than you would like YES | NO
  c. Were limited in the kind of work or other activities YES | NO
  d. Had difficulty performing the work or other activities (for example, it took extra effort) YES | NO

5. During the past 4 weeks, have you had any of the following problems with your work or other regular daily activities as a result of any emotional problems (such as feeling depressed or anxious)?
    (Answer Yes or No to each question)
  a. Cut down on the amount of time you spent on work or other activities YES | NO
  b. Accomplished less than you would like YES | NO
  c. Didn't do work or other activities as carefully as usual YES | NO

6. During the past 4 weeks, to what extent has your physical health or emotional problems interfered with your normal social activities with family, friends, neighbours, or groups?
  (Please tick one)
  Not at all | Slightly | Moderately | Quite a bit | Extremely

7. How much bodily pain have you had during the past 4 weeks?
  (Please tick one)
  None | Very Mild | Mild | Moderate | Severe | Very Severe

8. During the past 4 weeks, how much did pain interfere with your normal work (including both work outside the home and housework)?
  (Please tick one)
  Not at all | A little bit | Moderately | Quite a bit | Extremely

9. These questions are about how you feel and how things have been with you during the past 4 weeks. For each question, please give the one answer that comes closest to the way you have been feeling. How much of the time during the past 4 weeks -
    (Please tick one box on each line)
  a. Did you feel full of life? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  b. Have you been a very nervous person? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  c. Have you felt so down in the dumps that nothing could cheer you up? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  d. Have you felt calm and peaceful? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  e. Did you have a lot of energy? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  f. Have you felt downhearted and low? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  g. Did you feel worn out? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  h. Have you been a happy person? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time
  i. Did you feel tired? All of the time | Most of the time | A good bit of the time | Some of the time | None of the time

10. During the past 4 weeks, how much of the time has your physical health or emotional problems interfered with your social activities (like visiting friends, relatives etc)?
  (Please tick one)
  All of the time | Most of the time | Some of the time | A little of the time |None of the time

11. How TRUE or FALSE is each of the following statements for you?
    (Please tick one box on each line)
  a. I seem to get ill a little easier than other people Definitely True | Mostly True | Don't Know | Mostly False | Definitely False
  b. I am as healthy as anybody I know Definitely True | Mostly True | Don't Know | Mostly False | Definitely False
  c. I expect my health to get worse Definitely True | Mostly True | Don't Know | Mostly False | Definitely False
  d. My health is excellent Definitely True | Mostly True | Don't Know | Mostly False | Definitely False

APPENDIX 2: Questionnaire Results.

SYMPTOMS.

In the last 12 months have you experienced any of the following?

  Yes > Once No No answer
Chest infection 37 14 79 8
Fall 51 35 66 8
Fracture 13 7 100 11
Minor injury 34 19 81 10

Do you experience (or have recently experienced) any of the following?

  Yes No No answer
Increased weakness in previously affected muscles 84 33 8
Weakness in unaffected muscles 75 38 12
Twitching or flickering in muscles 52 60 12
Cramps 56 54 15
Other muscle pain 61 48 15
Joint pain (other than after a fall or injury) 76 31 18
Increased joint stiffness 80 29 15
Reduced range of joint movement 79 30 15
Increased joint instability 65 41 18
Back pain 76 39 10
Neck pain 50 59 15
Shortness of breath in bed 19 89 16
Shortness of breath on exertion 70 48 7
Difficulty getting to sleep 43 71 11
Frequent waking 56 55 13
Early morning waking 58 51 16
Episodes of mental confusion 11 107 6
Increased irritability with others 37 83 5
Headaches 41 81 3
Swallowing difficulty or choking 23 94 7
Speech changes 6 107 11
Weight loss 14 104 6
Intolerance of cold in affected limb(s) 87 31 7
Fatigue 83 34 8

OPCS.

    Yes No No answer
A: Difficulty walking ¼ mile on the level 90 30 5
Great difficulty walking up or down stairs 98 22 5
Difficulty bending down & straightening up 88 33 4
Falling, or having great difficulty keeping balance 67 49 9
Difficulty using arms to reach and stretch for things 56 61 8
Great difficulty holding, gripping / turning things 40 75 10
Difficulty recognizing a friend across the road 10 108 7
Difficulty reading ordinary newspaper print 12 107 6
Difficulty hearing someone talk in a quiet room 19 101 5
Suffering severely from noises in the head or ears 22 89 14
Difficulty going outside house or garden without help 48 64 13
Great difficulty following convers. with background noise 30 89 6
B: Severe & frequent bouts breathlessness, wheeze, cough 35 87 3
Severe difficulties eating, drinking, digestion 8 113 4
Severe pain, irritation 48 73 4
A scar, blemish or deformity 37 81 7
Lack of control of bladder at least x1/day or night 18 104 3
Lack of control of bowels at least x1/month 13 108 3
C: A fit or convulsion in past 2 years 7 114 4
Difficulty in being understood by others 7 115 3
Difficulty understanding what others say / what they mean 8 113 4
Frequently getting confused/disorientated 8 114 3
Severe depression or anxiety 26 94 5
Difficulty getting on with people 8 113 4
Mental handicap/other severe learning difficulties 1 121 3
Mental illness or phobias 4 118 3
D: In last 12 months have you seen psychiatrist? 6 117 2
E: In last 12 months: day centre, sheltered work/housing? 20 103 2
F: Did you attend special school? 19 101 5
G: I would find it difficult to live alone without help 69 49 7
l am dependent on life-sustaining equipment 7 102 16
l am limited in the type/ amount of paid work I can do 67 39 19

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Document preparation: Chris Salter, Original Think-tank, Cornwall, United Kingdom.
Document Reference: <URL:http://www.zynet.co.uk/ott/polio/lincolnshire/library/uk/lothiansurvey.html>
Created: 3rd June 1999.
Last modification: 31st January 2010.

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