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Frailty in community-dwelling older adults: a comparative study of screening instruments

Abstract

Objective

to analyze the agreement between the Edmonton Frail Scale (EFS) and the Clinical Functional Vulnerability Index (CFVI-20).

Methods

cross-sectional study, during which the Edmonton Frail Scale and the Clinical Functional Vulnerability Index were applied, at home, to older adults, registered in units of the Family Health Strategy of Montes Claros (MG) and randomly selected by lot. To evaluate the correlation and agreement between the instruments, Pearson's correlation coefficient and the weighted Kappa were calculated, considering three levels of frailty classification, as follows: "robust", "risk of frail" and "frail" for the IVCF-20 and "not frail", "vulnerable" and “frail’” for the EFS.

Results

We evaluated 673 older adults, predominantly brown, between 60 and 74 years old and female. According to the IVCF-20, 153 (22.7%) of the older adults were classified as "frail", 195 (29%) as "risk of frail" and 325 (48.3%) as "robust". According to the EFS, 159 older adults (23.6%) were classified as "frail"; 112 (16.6%) older adults "apparently vulnerable" and 402 (59.7%) "not frail". Pearson's correlation coefficient was 0.865 (p<0.001) and showed a positive correlation between the instruments and Kappa statistics showed a value of 0.532 (p=0.027), revealing moderate agreement.

Conclusion

The instruments evaluated showed moderate agreement and strong positive correlation, despite the differences between some of their components. Both showed to be compatible for the assessment of frailty in older adults in the context of Primary Health Care.

Keywords
Geriatric Assessment; Aged; Primary Health Care; Frailty

Resumo

Objetivo

analisar a concordância entre as escalas de fragilidade Edmonton Frail Scale (EFS) e Índice de Vulnerabilidade Clínico Funcional (IVCF-20).

Métodos

estudo transversal durante o qual se aplicou, em domicílio, a Edmonton Frail Scale e o Índice de Vulnerabilidade Clínico Funcional para pessoas idosas cadastradas em unidades da Estratégia Saúde da Família de Montes Claros (MG) e selecionadas, aleatoriamente, por sorteio. Para avaliação da correlação e da concordância entre os instrumentos, foram calculados o coeficiente de correlação de Pearson e o Kappa ponderado, considerando-se três níveis de classificação da fragilidade, a saber: “robusto”, “em fragilização” e “frágil” para o IVCF-20 e “não frágil”, “vulnerável” e “frágil” para a EFS.

Resultados

Foram avaliadas 673 pessoas idosas, predominantemente pardas, com 60 a 74 anos e do sexo feminino. De acordo com o IVCF-20, 153 (22,7%) das pessoas idosas foram classificadas como “frágeis”, 195 (29%) “em fragilização” e 325 (48,3%) como pessoas idosas “robustas”. Conforme a EFS, 159 pessoas idosas (23,6%) foram classificadas como “frágeis”; 112 (16,6%) pessoas idosas “aparentemente vulneráveis” e 402 (59,7%) “sem fragilidade”. O coeficiente de correlação de Pearson foi 0,865 (p<0,001) e mostrou haver forte correlação positiva entre os instrumentos. A estatística Kappa apresentou valor de 0,532 (p=0,027) e revelou concordância moderada.

Conclusão

Os instrumentos avaliados apresentaram concordância moderada e forte correlação positiva, apesar das diferenças entre alguns dos seus componentes. Ambos se mostraram compatíveis para a avaliação de fragilidade em pessoas idosas no contexto da Atenção Primária à Saúde.

Palavras-Chave:
Avaliação Geriátrica; Idoso; Atenção Primária à Saúde; Fragilidade

Introduction

Brazil, akin to most countries, is undergoing a major epidemiological transition driven by a rapid growth in the older population11 Martins TC, Silva JH, Máximo G, Guimarães RM. Transição da morbimortalidade no Brasil: um desafio aos 30 anos de SUS. Cienc Saude Colet 2021;26(10):4483-96. Disponível em: https://doi.org/10.1590/1413-812320212610.10852021
https://doi.org/10.1590/1413-81232021261...

2 WHO: World Health Organization [Internet]. Geneva: Ageing and health; 2020; [acesso em 19 jan. 2023];[1 tela]. Disponível em: https://www.who.int/news-room/fact-sheets/detail/ageing-and-health
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-33 IBGE: Instituto Brasileiro de Geografia e Estatística [Internet]. SIDRA: Projeção da População; 2023; [acesso em 19 jan. 2023];[1 tela]. Disponível em: https://sidra.ibge.gov.br/tabela/7358
https://sidra.ibge.gov.br/tabela/7358...
. This increase in the contingent of older people places greater burden on public and private health systems with higher costs for treating chronic non-communicable diseases (NCDs) and their consequences, particularly multimorbidity and polypharmacy44 Veras R. A contemporary and innovative care model for older adults. Rev. Bras. Geriatr. gerontol 2020;23(1):e200061. Disponível em: https://doi.org/10.1590/1981-22562020023.200061
https://doi.org/10.1590/1981-22562020023...
.

The frailty syndrome in older people is a clinically-preventable and reversible condition characterized by a cumulative decline in physiological systems which result in greater vulnerability to adverse health events55 Duarte YA, Nunes DP, Andrade FB, Corona LP, Brito TR, Santos JL, et al. Fragilidade em idosos no município de São Paulo: prevalência e fatores associados. Rev. Bras. Epidemiol 2018;21(Suppl 2):E180021.SUPL.2. Disponível em: https://doi.org/10.1590/1980-549720180021.supl.2
https://doi.org/10.1590/1980-54972018002...
. Although no consensus exists, the most widely accepted concept defines frailty as a loss of physical functioning or accumulation of multiple deficits. An alternative conceptual approach describes frailty as a loss of interaction between genetic, biological, functional, cognitive, psychological and socioeconomic dimensions which leads to homeostatic instability66 Pilotto A, Custodero C, Maggi S, Polidori MC, Veronese N, Ferrucci L. A multidimensional approach to frailty in older people. Ageing Res Rev 2020; 60: 101047. Disponível em: https://doi.org/10.1016/j.arr.2020.101047
https://doi.org/10.1016/j.arr.2020.10104...
.

The association between frailty and adverse health events underscores its importance as a marker of functional health in older people. Although the syndrome is associated with disabilities and multiple comorbidities, frailty can also occur in apparently healthy individuals, since its physiology is complex and involves interaction between diseases and aging-related decline77 Chen C, Gan P, How C. Approach to frailty in the elderly in primary care and the Community. Singapore Med J 2018;59(5):240-5. Disponível em: https://doi.org/10.11622/smedj.2018052
https://doi.org/10.11622/smedj.2018052...
.

A systematic review of instruments for assessing frailty in the older population found a lack of standardization across screening tools. The large number of instruments available for measuring frailty makes it difficult for researchers and clinicians to choose the most appropriate tool. Given the wide array of different instruments, researchers and clinicians are recommended to select the most suitable tool for the local context, evaluation goals, professional experience and time available88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...
.

Most available scales are not quick to apply during screening by frontline health professionals who provide care for older people. Multi-dimensional clinical data based on comprehensive geriatric assessment (CGA), and a specialized geriatric-gerontological team, are often required88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...

9 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
-1010 Moraes EN, Carmo JA, Machado CJ, Moraes FL. Índice de Vulnerabilidade Clínico-Funcional-20: proposta de classificação e hierarquização entre os idosos identificados como frágeis. Rev. Fac. Cienc. Med. Sorocaba 2021; 22(1):31-5. Disponível em: https://doi.org/10.23925/1984-4840.2020v22i1a7
https://doi.org/10.23925/1984-4840.2020v...
. Many professionals typically diagnose frailty based on multiple diseases or comorbidities or on general appearance without taking into account aspects related to older people´s greater vulnerability to functional decline. These aspects can also be overlooked by instruments designed for assessing older individuals99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
,1010 Moraes EN, Carmo JA, Machado CJ, Moraes FL. Índice de Vulnerabilidade Clínico-Funcional-20: proposta de classificação e hierarquização entre os idosos identificados como frágeis. Rev. Fac. Cienc. Med. Sorocaba 2021; 22(1):31-5. Disponível em: https://doi.org/10.23925/1984-4840.2020v22i1a7
https://doi.org/10.23925/1984-4840.2020v...
.

In this context, the Clinical Functional Vulnerability Index (CFVI-20) and Edmonton Frail Scale (EFS) constitute two scales used for assessment and screening of frail older individuals. Both these tools are deemed by their authors as reliable and easy-to-apply by non-specialists in geriatric medicine, often frontline health professionals who deliver care to the older population99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...

10 Moraes EN, Carmo JA, Machado CJ, Moraes FL. Índice de Vulnerabilidade Clínico-Funcional-20: proposta de classificação e hierarquização entre os idosos identificados como frágeis. Rev. Fac. Cienc. Med. Sorocaba 2021; 22(1):31-5. Disponível em: https://doi.org/10.23925/1984-4840.2020v22i1a7
https://doi.org/10.23925/1984-4840.2020v...

11 Rolfson DB, Majumdar SR, Tsuyuki RT, Tahir A, Rockwood K. Validity and reliability of the Edmonton Frail Scale. Age Ageing 2006;35(5):526-9. Disponível em https://doi.org/10.1093/ageing/afl041
https://doi.org/10.1093/ageing/afl041...
-1212 Fabrício-Wehbe SC, Schiaveto FV, Vendrusculo TR, Haas VJ, Dantas RA, Rodrigues RA. Cross-cultural adaptation and validity of the "Edmonton Frail Scale - EFS" in a Brazilian elderly sample. Rev. Latino-Am. Enfermagem 2009;17(6):1043-9. Disponível em: https://doi.org/10.1590/S0104-11692009000600018
https://doi.org/10.1590/S0104-1169200900...
. The two tools rank among the 4 most commonly used instruments for evaluating clinimetric properties, according to a systematic review involving studies from many countries, including Brazil 88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...
. The CFVI-20 is a practical rapid screening instrument developed in Brazil that can be applied by any health professional engaged in primary care, conferring utility for identifying frail older adults living in the community99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
. The EFS, developed in Edmonton city, Canada, is a one of the most internationally recognized scales, with a validated version in Portuguese1111 Rolfson DB, Majumdar SR, Tsuyuki RT, Tahir A, Rockwood K. Validity and reliability of the Edmonton Frail Scale. Age Ageing 2006;35(5):526-9. Disponível em https://doi.org/10.1093/ageing/afl041
https://doi.org/10.1093/ageing/afl041...
,1212 Fabrício-Wehbe SC, Schiaveto FV, Vendrusculo TR, Haas VJ, Dantas RA, Rodrigues RA. Cross-cultural adaptation and validity of the "Edmonton Frail Scale - EFS" in a Brazilian elderly sample. Rev. Latino-Am. Enfermagem 2009;17(6):1043-9. Disponível em: https://doi.org/10.1590/S0104-11692009000600018
https://doi.org/10.1590/S0104-1169200900...
.

The objective of the present study was to analyze the agreement between the Edmonton Frail Scale (EFS) and the Clinical Functional Vulnerability Index (CFVI-20).

Methods

The scales were analyzed by applying both to a random sample of older individuals in a cross-sectional, analytical study conducted in the city of Montes Claros (Minas Gerais state), Brazil. The city is the largest most important urban center in the region. At the time of the study, the city had an estimated population of 400,000 people1313 IBGE: Instituto Brasileiro de Geografia e Estatística [Internet] População residente estimada (pessoas) – Ano 2018; [acesso 22 mai. 2023]; [1 tela]. Disponível em: https://sidra.ibge.gov.br
https://sidra.ibge.gov.br...
and 132 Family Health Strategy (ESF) teams, providing 100% primary health coverage.

Two-stage cluster sampling was carried out. An initial total of 6 out of the 12 regional urban health centers of the city were randomized and ESF teams randomly selected from each. For each health region, sub-regions were randomly selected, where all older residents were considered eligible for the study.

Data were collected at the homes of the older individuals by a previously trained data collection team comprising nurses and medical students engaged in a scientific initiation program. Interviews lasting around 40 minutes were conducted via household visits. Data collection was performed between March and June 2018. All older individuals aged ≥60 years registered with and followed by ESF teams were included. Individuals who had severe physical or cognitive disability precluding the answering of the questionnaire and no caregiver/guardian available during the data collection visit were excluded. Older individuals who were hospitalized or institutionalized at the time of interviews were also not included.

The sample size was calculated using Epi info software available for download at https://www.cdc.gov/epiinfo/support/downloads.html. The estimated parameters were: sample size 34,000 older adults1313 IBGE: Instituto Brasileiro de Geografia e Estatística [Internet] População residente estimada (pessoas) – Ano 2018; [acesso 22 mai. 2023]; [1 tela]. Disponível em: https://sidra.ibge.gov.br
https://sidra.ibge.gov.br...
; expected prevalence 20.1% frail individuals, as determined in a previous study of the same region1414 Maia LC, Moraes EN, Costa SM, Caldeira AP. Fragilidade em idosos assistidos por equipes da atenção primária. Cienc. Saúde Colet 2020;25(12):5041-50. Disponível em: https://doi.org/10.1590/1413-812320202512.04962019.
https://doi.org/10.1590/1413-81232020251...
; error margin 4%, confidence level 95%; and sample design effect correction 1.5. Based on these parameters, the minimum number of older participants to be included in the study sample was 572.

The following sociodemographic information was collected to characterize the sample: sex, age group, skin color, education, family income and living arrangements.

The data collection instruments applied were the Edmonton Frail Scale (EFS) and the Clinical Functional Vulnerability Index (CFVI-20). The EFS, adapted and validated for use in Brazil, measures 9 different domains: cognition, general health status, functional independence, social support, use of medications, nutrition, mood, continence and functional performance, investigated using 11 items. Maximum score on the scale is 17 points, representing the maximal level of frailty. Frailty status is determined by the scores: 0-4, not frail; 5-6, vulnerable; 7-8, mild frailty; 9-10, moderate frailty; ≥11, and severe frailty1111 Rolfson DB, Majumdar SR, Tsuyuki RT, Tahir A, Rockwood K. Validity and reliability of the Edmonton Frail Scale. Age Ageing 2006;35(5):526-9. Disponível em https://doi.org/10.1093/ageing/afl041
https://doi.org/10.1093/ageing/afl041...
,1212 Fabrício-Wehbe SC, Schiaveto FV, Vendrusculo TR, Haas VJ, Dantas RA, Rodrigues RA. Cross-cultural adaptation and validity of the "Edmonton Frail Scale - EFS" in a Brazilian elderly sample. Rev. Latino-Am. Enfermagem 2009;17(6):1043-9. Disponível em: https://doi.org/10.1590/S0104-11692009000600018
https://doi.org/10.1590/S0104-1169200900...
,1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
.

The CFVI-20 was devised and validated for use as a screening instrument in primary care to identify frail older individuals. The scale comprises 20 questions under 8 different sections including age (1 question), self-perceived health (1 question), activities of daily living (4 questions), cognition (3 questions), mood (2 questions), mobility (6 questions), communication (2 questions) and multiple comorbidities or recent hospitalization (1 question)99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
. Higher scores on the scale indicate worse clinical-functional state of the respondent. Based on CFVI-20 score, respondents are classified as: robust (0-6 points), exhibits good homeostatic reserve, independence and autonomy and no functional disability; risk of frailty (7-14 points), although manages life with independence and autonomy, has imminent risk of loss of functioning; and, lastly, frail (≥15 points), presenting functional decline and single or multiple disabilities, rendering the individual unable to manage own life1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
,1616 Oliveira PR, Rodrigues VE, Oliveira AK, Oliveira FG, Rocha GA, Machado AL. Fatores associados à fragilidade em idosos acompanhados na Atenção Primária à Saúde. Esc. Anna Nery 2021;25(4):e20200355. Disponível em: https://doi.org/10.1590/2177-9465-EAN-2020-0355
https://doi.org/10.1590/2177-9465-EAN-20...
.

Prior to analysis, the database was cleaned by identifying and removing outliers. The presence of normal distribution of variables was determined using the Kolmogorov-Smirnov test. Correlation between the instruments was assessed using Pearson´s correlation coefficient for total scores on each scale. Agreement between the EFS and CFVI-20 was determined using the weighted-kappa statistic for the 3 levels of frailty classification on each scale. Levels for the CFVI-20 were classified as “robust”, “risk of frailty” and “frail”. On the EFS, the 3 frailty levels “mild”, “moderate” and “severe” were pooled into a single group rated as “frail”, plus “not frail” and “vulnerable” levels. The value of the kappa statistic was interpreted as per Landis & Koch1717 Landis JR, Koch GG. The measurement of observer agreement for categorical data. Biometrics [Internet] 1977 [acesso em 24 fev. 2023];33(1):159-174. Disponível em: https://pubmed.ncbi.nlm.nih.gov/843571/. The final significance level of 5% (p < 0.05) was adopted for all statistical analyses.

The study was conducted in compliance with Resolution 466/12 of the National Board of Health of the Ministry of Health1818 Brasil. Resolução nº 466, de 12 de dezembro de 2012 [Internet]. Aprova as diretrizes e normas regulamentadoras de pesquisas envolvendo seres humanos e revoga as Resoluções CNS n° 196/96, 303/2000 e 404/2008. Diário Oficial da União – DOU.13 jun. 2013 [acesso em 24 fev. 2023]. Disponível em: https://pesquisa.in.gov.br/imprensa/jsp/visualiza/index.jsp?jornal=1&pagina=59&data=13/06/2013.
https://pesquisa.in.gov.br/imprensa/jsp/...
. The research project was approved by the Research Ethics Committee (CEP) of the State University of Montes Claros, under permit no.1.629.395. All participants (or guardians) agreed to take part in the study by signing the Free and Informed Consent Form.

RESULTS

The study group comprised 673 older people registered with and followed by the ESF teams of the city. Of this total, 36 participants were lost due to refusals or exclusions. The sample contained older individuals who were predominantly brown (48.9%), female (63.2%), and aged 60-74 years (64.5%). Most participants were literate (but had <4 years of formal education), lived with others, and had a family income of 1-3 minimum wages (Table 1).

Table 1
Sociodemographic characteristics of older users of Family Health Strategy, Montes Claros (Minas Gerais state), 2018.

Performance on the CFVI-20 ranged from 0-40 points and 153 (22.7%) respondents were classified as “frail”, 195 (29%) as “risk of frailty” and 325 (48.3%) as “robust”.

The components of the instrument are described in Table 2. Highest positive response rates were for impairment of activities of daily living (“stopped bathing alone”), cognition (“forgetfulness prevents performing some daily activities”) and mobility (“inability to handle/hold small objects” and “inability to raise arms above shoulder level”). Age, communication and comorbidities were the dimensions with the lowest rates of impairment in the frail group.

Table 2
Positive response rates for items of dimensions of CFVI-20 in older users of Family Health Strategy, Montes Claros (Minas Gerais state), 2018.

Performance on the EFS ranged from 0-16 points, and 159 (23.6%) of respondents were classified as “frail”, 112 (16.6%) as “vulnerable” and 402 (59.7%) as “non-frail”. The positive response rates on EFS items for respondents are given in Table 3. The most frequent components among respondents with final classification of “frail” were poor self-perceived health, low functional performance, dependence, and high number of hospitalizations in last year.

Table 3
Positive response rates for items of dimensions of Edmonton Frail Scale (EFS) in older users of Family Health Strategy, Montes Claros (Minas Gerais state), 2018.

The two scales were compared by calculating Pearson´s correlation coefficient. The result of 0.865 (p<0.001) demonstrated strong positive correlation between the instruments assessed (Table 4).

Table 4
Comparison of frailty classifications on CFVI-20 with 3 categories and EFS with 5 categories in older users of Family Health Strategy, Montes Claros (Minas Gerais state), 2018.

For the analysis of agreement, both scales were assessed for classification into 3 categories yielding a Kappa statistic of 0.532 (p=0.027), indicating moderate agreement (Table 5).

Table 5
Comparison of frailty classifications on CFVI-20 with 3 categories and EFS with 3 categories in older users of Family Health Strategy, Montes Claros (Minas Gerais state), 2018.

DISCUSSION

The prevalence of frailty found using the CFVI-20 and EFS proved similar, with a slightly higher rate measured by the EFS. These rates are consistent with those found by other studies involving the Brazilian population1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
,1616 Oliveira PR, Rodrigues VE, Oliveira AK, Oliveira FG, Rocha GA, Machado AL. Fatores associados à fragilidade em idosos acompanhados na Atenção Primária à Saúde. Esc. Anna Nery 2021;25(4):e20200355. Disponível em: https://doi.org/10.1590/2177-9465-EAN-2020-0355
https://doi.org/10.1590/2177-9465-EAN-20...
,1919 Carneiro JA, Souza AS, Maia LC, Costa FM, Moraes EN, Caldeira AP. Frailty in community-dwelling older people: comparing screening instruments. Rev. Saude Publica 2020;54:119. Disponível em: https://doi.org/10.11606/s1518-8787.2020054002114
https://doi.org/10.11606/s1518-8787.2020...
,2020 Carneiro JA, Lima CA, Costa FM, Caldeira AP. Health care are associated with worsening of frailty in community older adults. Rev. Saude Publica 2019;53:32. Disponível em: https://doi.org/10.11606/S1518-8787.2019053000829
https://doi.org/10.11606/S1518-8787.2019...
. A higher range of prevalence was observed for vulnerable and pre-frail individuals. This result shows the role of the CFVI-20 in assessing patients susceptible to developing frailty syndrome, reiterating its screening function.

The equivalence of the scales assessed in the present study, measured both in terms of linear regression among total scores and for level of agreement, corroborates previous studies in Brazil, but for a larger sample of randomly selected community-dwelling older people1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
,1919 Carneiro JA, Souza AS, Maia LC, Costa FM, Moraes EN, Caldeira AP. Frailty in community-dwelling older people: comparing screening instruments. Rev. Saude Publica 2020;54:119. Disponível em: https://doi.org/10.11606/s1518-8787.2020054002114
https://doi.org/10.11606/s1518-8787.2020...
. The results, however, differ from those of a previous study assessing the level of agreement between the Clinical Functional Vulnerability Index (CFVI-20) and another screening instrument, the Subjective Frailty Assessment (SFA). The results of the cited study showed low-to-moderate agreement, underscoring the need for a standardized instrument for measuring frailty in community-dwelling older adults and the risk of bias in using instruments with subjective assessment components2121 Melo BR, Luchesi BM, Barbosa GC, Pott Junior H, Martins TC, Gratão AC. Agreement between fragility assessment instruments for older adults registered in primary health care. Rev Gaúcha Enferm 2022;43:e20210257. Disponível em: https://doi.org/10.1590/1983-1447.2022.20210257.en
https://doi.org/10.1590/1983-1447.2022.2...
.

Frailty in older adults is a complex, multifactorial condition that can and should be prevented88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...
,2222 Sétlik CM, Lenardt MH, Betiolli SE, Setoguschi LS, Moraes DC, Mello BH de. Relação entre fragilidade física e síndromes geriátricas em idosos da assistência ambulatorial. Acta Paul Enferm 2022;35:(eAPE01797). Disponível em: https://doi.org/10.37689/acta-ape/2022AO01797
https://doi.org/10.37689/acta-ape/2022AO...
. This makes the use of instruments capable of rapidly identifying frail individuals in the community extremely desirable and useful for prioritizing and supporting early interventions. However, given the host of instruments available, it is important to consider, besides psychometric properties (mainly validity and reliability), the context of the lives of the people being assessed and the process of applying the instruments.

In this respect, it is noteworthy that, although evaluating the same construct, scales contain different items and may assess the same items in different ways. The use of different instruments for assessing frailty in older people can hamper standardization of screening of the syndrome, hence the importance of comparative studies in helping to standardize reliable, easy-to-apply diagnostic tools for use in different healthcare settings2323 Lourenço RA, Moreira VG, Mello RG, Santos IS, Lin SM, Pinto AL, et al. Brazilian consensus on frailty in older people: concepts, epidemiology and evaluation instruments. Geriatr Gerontol Aging 2018;12(2):121-35. Disponível em: http://dx.doi.org/10.5327/z2447-211520181800023
https://doi.org/10.5327/z2447-2115201818...
.

The cognitive dimension of older people in EFS is evaluated by the clock test. The use of this test may represent a barrier hampering the assessment in the population investigated given that the results for this item revealed that a similar proportion of frail and non-frail respondents failed the test with major errors. Thus, relying on the clock test as the sole item in the EFS for assessing cognition may introduce bias for some populations by assuming they hold previous knowledge on mathematics. Overall, the study population assessed had a low educational level, comprising individuals with less than 4 years of formal education, perhaps explaining the results on this component. The study by Ribeiro1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
, analyzing performance on the clock test in a population with an average educational level of 7.13 years, reported a similar result. Other authors have voiced similar reservations regarding the clock test owing to its potential to overestimate the prevalence of frailty and classify low-educated older people as having cognitive problems2424 Farías-Antúnez S, Fassa AG. Prevalência e fatores associados à fragilidade em população idosa do Sul do Brasil, 2014. Epidemiol. Serv. Saúde 2019;28(1):e2017405. Disponível em: https://doi.org/10.5123/S1679-49742019000100008
https://doi.org/10.5123/S1679-4974201900...
.

The CFVI-20 measures two dimensions not contained in the EFS, namely, age (stratified into 3 categories) and communication aspects, including assessments of vision and hearing. The use of age as a dimension implicated in the process of frailty can be confirmed in the data obtained revealing that patients aged ≥85 years are proportionally more frail, while those aged 60-74 years have more favorable parameters regarding the syndrome. Nevertheless, the present results differ to those of other studies in which all patients aged ≥85 years were rated as frail2525 Sousa CR, Coutinho JF, Freire Neto JB, Barbosa RG, Marques MB, Diniz JL. Factors associated with vulnerability and fragility in the elderly: a cross-sectional study. Rev. Bras. Enferm 2022;75(2):e20200399. Disponível em: https://doi.org/10.1590/0034-7167-2020-0399
https://doi.org/10.1590/0034-7167-2020-0...
.

Self-reported visual and hearing deficits were associated with poorer functioning among older individuals and, thus, contribute to a worsening of frailty, as reported by other studies employing the instrument1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
. The lack of criteria evaluating these two dimensions in the EFS may have been another factor contributing to the disparities observed in the results obtained when applying the two scales.

The EFS includes a dimension assessing social support, a component not measured by the CFVI-20. The results found showed that fewer frail or pre-frail patients reported being able to count on the help of others who could meet their needs.

Frailty syndrome is not associated with the physical realm alone, where variables related to emotional aspects, social conditions, as well as interpersonal and family relationship, also exert an influence2626 Souza DS, Berlese DB, Cunha GL, Cabral SM, Santos GA. Analysis of the relationship of social support and fragility in elderly syndrome. Psicol. Saúde Doenças 2017;18(2):420-33. Disponível em: http://dx.doi.org/10.15309/17psd180211
https://doi.org/10.15309/17psd180211...
,2727 Jesus IT, Orlandi AA, Grazziano ES, Zazzetta MS. Fragilidade de idosos em vulnerabilidade social. Acta Paul Enferm 2017;30(6):614-20. Disponível em: https://doi.org/10.1590/1982-0194201700088
https://doi.org/10.1590/1982-01942017000...
. Although the social component furnishes information on care provided to older people, the results are insufficient to conclude that absence of social support is a causal factor or an effect of frailty syndrome. The failure to assess social and environmental contexts is highlighted in a systematic review on the topic88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...
.

Activities of daily living are assessed by both scales, although the CFVI-20 has the feature or measuring this dimension by comparing different stages in the life course. To this end, the item is rated by probing loss of functioning due to health-related issues or unfavorable physical conditions. In addition, only the CFVI-20 evaluates loss of ability to perform basic activities of daily living, with being able to bathe alone defined as a key activity. In the study by Ribeiro et al.1515 Ribeiro EG, Mendoza IY, Cintra MT, Bicalho MA, Guimarães GL, Moraes EN. Frailty in the elderly: screening possibilities in Primary Health Care. Rev. Bras. Enferm 2022;75(2):e20200973. Disponível em: https://doi.org/10.1590/0034-7167-2020-0973.
https://doi.org/10.1590/0034-7167-2020-0...
, the authors also noted that most older individuals assessed required help performing an ADL and highlighted the association between loss of autonomy and frailty syndrome.

Despite the difference in the constituent components of the instruments, most of the dimensions are evaluated in a similar fashion. The use of different variables to measure the dimensions in the EFS and CFVI-20 may have further contributed to the disparities in results when applying the two scales. These differences, however, do not prevent the use of these tools, in view of the statistical values of agreement and correlation obtained.

The EFS provides a final classification containing 3 levels of frailty (mild, moderate and severe), a positive aspect in allowing immediate, more timely interventions for those who most require treatment. Despite the dynamic nature of frailty, potentially transitioning between levels over time, a reversal in status from “very frail” to “not frail” is highly unlikely”2020 Carneiro JA, Lima CA, Costa FM, Caldeira AP. Health care are associated with worsening of frailty in community older adults. Rev. Saude Publica 2019;53:32. Disponível em: https://doi.org/10.11606/S1518-8787.2019053000829
https://doi.org/10.11606/S1518-8787.2019...
,2828 Gill TM, Gahbauer EA, Allore HG, Han L. Transitions Between Frailty States Among Community-Living Older Persons. Arch Intern Med 2006;166(4):418–23. Disponível em: https://doi.org/10.1001/archinte.166.4.418
https://doi.org/10.1001/archinte.166.4.4...
. Given this scenario, older patients identified as more critical cases should be treated with more urgency.

The CFVI-20 proved able to identify pre-frail patients, constituting a sensitive instrument that can aid health professionals in the management and reversal of modifiable risk factors for frailty99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
.

As a simple, brief, easy–to-apply tool, that can be readily interpreted by nonspecialist professionals, the CFVI-20 constitutes an effective instrument for health care planning to not only help cure and rehabilitate older patients, but also to guide health prevention and promotion actions. Therefore, use of the tool can help inform planning of preventive measures, as well as optimize the flow of referrals to specialized geriatric-gerontological services, particularly amid scenarios where there is a shortage of specialists in geriatric medicine88 Faller JW, Pereira DN, Souza S, Nampo FK, Orlandi FS, Matumoto S. Instruments for the detection of frailty syndrome in older adults: A systematic review. PLos One 2019;14(4):e0216166. Disponível em: https://doi.org/10.1371/journal.pone.0216166
https://doi.org/10.1371/journal.pone.021...
,99 Moraes EN, Carmo JA, Moraes FL, Azevedo RS, Machado CJ, Montilla DE. Clinical-Functional Vulnerability Index-20 (IVCF-20): rapid recognition of frail older adults. Rev. Saude Publica 2016;50:81. Disponível em: https://doi.org/10.1590/S1518-8787.2016050006963
https://doi.org/10.1590/S1518-8787.20160...
.

This study has some limitations, such as the fact that it was conducted within a primary care setting involving community-dwelling older adults, given that frailty assessment may be necessary and useful in other contexts, including long-term care facilities (LTCFs). Both of the tools used center strongly on clinimetric measures, without considering the social and environmental context, which may, to some degree, be modulators of frailty status.

Notwithstanding, the study drew on data obtained from a large representative sample of the population, selected probabilistically, and reports results for an easy-to-apply, home-grown instrument for early detection of frail or pre-frail older patients in a primary care setting.

In this respect, such a standard tool can better cater for the needs of this age group, consolidating the role of the ESF in the national care policy for the older population.

CONCLUSION

The prevalence of frailty measured by the CFVI-20 and EFS screening instruments was 22.7% and 23.6%, respectively. The results of comparisons showed moderate agreement and strong positive correlation between the instruments, despite some differences for some components.

Both instruments proved appropriate for home assessment of frailty in older adults within a primary care setting. The instruments evaluated are suitable for screening, offering ease-of-application by non-specialists in geriatrics and gerontology, besides the ability to classify pre-frail individuals.

ACKNOWLEDGEMENTS

The authors extend their thanks to the Conselho Nacional de Desenvolvimento Científico e Tecnológico - CNPq and to the Fundação de Amparo à Pesquisa do Estado de Minas Gerais - FAPEMIG.

  • Funding: Fundação de Amparo à Pesquisa do Estado de Minas Gerais - FAPEMIG. Grant no.: APQ-01973-21. Bolsa de Produtividade Conselho Nacional de Desenvolvimento Científico e Tecnológico - CNPq (grant no: 312053/2020-7).

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Edited by

Edited by: Marquiony Marques dos Santos

Publication Dates

  • Publication in this collection
    17 July 2023
  • Date of issue
    2023

History

  • Received
    09 Mar 2023
  • Accepted
    02 June 2023
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