INTRODUCTION
The World Health Organization (WHO) considers neoplasia-associated pain a worldwide medical emergency1. In oncology, it is one of the most frequent complaints and one of the most feared phenomena among patients with cancer. This becomes even more relevant as these patients face adverse emotional impact and discomfort at all stages of the disease, from diagnostic tests to conventional therapeutic procedures2.
The multidimensional nature of oncologic pain is identified as Total Pain3. This conceptualization takes into account not only the dimension of physical suffering but also the emotional, social, and spiritual consequences of exposure to the experience of pain. The concept of Total Pain includes the assessment of physical aspects (injury and disease progression, and reaction to treatment), psychological aspects (depression, mood swings, apathy), social aspects (impaired social relationships, isolation and discouragement), and spiritual aspects (change in the relationship of individuals with their beliefs, principles and values, doubts about faith and the meaning of life, feelings of helplessness and hopelessness)3.
About 50% of people with cancer experience pain during treatment, 10-15% of them with relevant intensity at an early stage4. With the onset of metastasis, the prevalence of pain increases by 25 to 30% and, in the advanced stages of the disease, from 60 to 90%. Pain is the most common symptom of cancer in advanced stages2,4.
For the oncologic patient, pain may represent worsening prognosis or near death, decreased autonomy, decreased well-being, and quality of life, the threat of increased physical suffering, and a challenge to dignity. It can also harm cognitive functions, daily physical and social activities, the appetite, and sleep, which is interrupted by pain in 58% of the patients5.
The experience of chronic pain impacts not only patients but also people around them, like family members, friends, caregivers, and the team that treats them6. This experience has repercussions in the social, emotional, and spiritual aspects of life, such as restrictions on work and leisure activities, greater financial burden, psychological distress in the face of the discomfort of a loved one, and metaphysical questions, among others6,7.
Despite the high incidence in cancer patients, especially in patients on advanced stages of the disease, one of the biggest challenges is the fact that pain is still misdiagnosed. This is due to many factors, such as the lack of qualification for efficient handling by health professionals, who often underestimate or neglect patient pain, the use of ineffective assessment strategies, and patients’ difficulty or reluctance in expressing their pain. Also, the lack of adherence is associated with the patient’s concern about being hooked on analgesic drugs and the fear of their adverse effects8.
Thus, the present work is justified by the importance of elucidating the impacts of prolonged pain in all aspects of life of cancer patients and the impact on the caregiver, considering that the clarification of these impacts can be decisive for efficiency and patient’s acceptance of the therapeutic procedures, as well as to promote physical and emotional well-being for the patient and those around him/her, including their caregivers.
METHODS
It is a cross-sectional, descriptive exploratory study, conducted at the Clinic of Pain Service of São José do Rio Preto Base Hospital. This study included patients diagnosed with chronic oncologic pain and their caregivers. The inclusion criteria of the patients were the presence of chronic pain lasting at least 6 months, and intensity greater than or equal to 3 (screened by the visual analog scale - VAS)9, and agree to participate in the study by signing the Free and Informed Consent Term (FICT). Patients with limiting sensorial or cognitive deficits were excluded (screened by the Mini-Mental exam), or when refused to participate. For the caregivers, the inclusion criteria were taking care of a patient with chronic oncologic pain for at least 6 months, and accepting the caregiver FICT. Those who have refused to participate were excluded.
The following instruments have been used: a clinical and sociodemographic interview with patient and caregiver, as well as the physical and instrumental activities of the daily life scale (OARS)11 to evaluate the functional capacity of both. The Quality of Life Questionnaire European Organization for Research and Treatment of Cancer Quality of Life Questionnaire (EORTC-QLQ-C30)12 was used to assess patients’ quality of life, and the caregiver’s burden was assessed with the Zarit Caregiver Burden Interview (ZBI)13. The sample consisted of 15 patients and 11 caregivers, which was estimated by the sample calculation of 5% (error=0.05) and with a reliability level of 95% (α=0.05 which provided z0.05/2=1.96), considering the true proportion as 50% (p=0.50). The sample size was calculated based on the total number of patients undergoing clinical follow-up at the Pain Clinic of a teaching hospital, with a total of 20 patients/month with oncologic pain.
This study was approved by the FAMERP Human Research Ethics Committee, under protocol CAAE 86689518.8.0000.5415. The participation in the study was voluntary and made effective by signing the FICT. Participants were informed about their rights, according to Resolution 466/2012 of the National Health Council.
Statistical analysis
The Statistical Package for Social Science (SPSS)® application was used. To achieve the proposed objectives, two statistical techniques were applied. The correlation analysis was performed using the Student test t, and the analysis of the EORTC QLQ‒C30 instrument was performed according to the instructions provided by the group responsible for the standardization of the instrument in Brazil12.
RESULTS
Fifteen patients with chronic oncologic pain who were undergoing treatment at the Pain Clinic of the São José do Rio Preto Base Hospital were evaluated. Table 1 describes the sociodemographic and clinical characteristics of these patients.
Table 1 Socioeconomic and clinical characterization of the study patients (n=15)
Variables | % and n | Mean ± SD |
---|---|---|
Gender | ||
Female | 60 (n=9) | |
Male | 40 (n=6) | |
Average age (years) | ||
Female | 64.6±8.8 | 60.7±9.5 |
Male | 54.8±7.7 | |
Marital status | ||
Single | 20 (n=3) | |
Married | 53.4(n=8) | |
Widower | 13.3 (n=2) | |
Separated | 13.3 (n=2) | |
Education Level | ||
Incomplete primary education | 60 (n=9) | |
Complete primary education | 13.3 (n=2) | |
Incomplete high school education | 6.7 (n=1) | |
Complete high school education | 13.3 (n=2) | |
Incomplete College | 6.7 (n=1) | |
Household income | ||
1 to 2 MW | 73.3 (n=11) | |
3 to 4 MW | 6.7 (n=1) | |
Not reported | 20 (n=3) | |
Drinker | 6.7 (n=1) | |
Smoker | 6.7 (n=1) | |
How many times have you sought the Emergency Service in the last 6 months | 2.2±1.08 times | |
Average medical visits over the past 12 months | 3.4±0.9 times | |
Visual analog scale | ||
Women | 7.1±1.9 | |
Men | 6.8±1.7 | |
Total | 6.8±1.9 | |
Has caregiver | ||
Yes | 66.6 (n=11) | |
No | 33.4 (n=4) | |
Employment situation | ||
Active | 60 (n=9) | |
Inactive (retired) | 40 (n=6) |
MW = Minimum wage.
About functional capacity for basic daily life activities, obtained by the “OARS” scale, the average scores can be observed in table 2.
Table 2 Average scores of the physical and instrumental daily activity OARS of patients and caregivers
Domains | Groups | n | Mean±SD | P-value |
---|---|---|---|---|
Instrumental activity of daily life | Patient | 11 | 9.54±3.44 | 0.048* |
Caregiver | 7 | 13.4±1.5 | ||
Physical activity of daily life | Patient | 11 | 12.45±1.86 | 0.052 |
Caregiver | 7 | 14±0.0 |
*Statistically significant value – p>0.05. Student’s t-test.
Regarding instrumental activities, 60% (n=9) of the participants reported being unable to clean and housekeeping, while 20% (n=3) claimed to need some help, and 20% (n=3) performed the task without help. In instrumental activities of daily living (IADL), there was a statistically significant difference (p=0.048), while in physical activities of daily living (PADL), this did not occur (p=0.052). When asked about activities as of shopping, 25% (n=4) had considered themselves incapable of performing, 60% (n=9) need some help, and 15% (n=2) do it without help (Figure 1).

Figure 1 Average scores related to instrumental activities of daily living and physical activities of daily living
Note that the three symptoms with the highest scores were: fatigue (49.5), insomnia (37.4), and loss of appetite (30.6). By stratifying the group by gender, in table 3, was observed that female patients had better averages in overall health and role performance scales, while male patients presented better averages in cognitive function (Tables 3 and 4).
Caregivers also had their sociodemographic and clinical characteristics analyzed, as well as their overload and functional capacity for the basic activities of daily living (Tables 5 and 6).
Table 3 Average and standard deviation (±) of the EORTC QLQ30 quality-of-life instrument scale scores of patients served at the Pain Clinic (n=15)
Functional Scales | |
Physical function | 54.0±21.4 |
Role performance | 56.8±32.5 |
Emotional function | 53.7±15.5 |
Cognitive function | 72.4±23.9 |
Social function | 52.6±14.4 |
Symptom scales | |
Fatigue | 49.5±19.8 |
Nausea/Vomiting | 19.1±12.4 |
Pain | 27.5±25.4 |
Dyspnea | 10±21.4 |
Insomnia | 37.4±22.5 |
Loss of appetite, | 30.6±13.9 |
Constipation | 22.0±16.4 |
Diarrhea | 12.5±23.8 |
Financial difficulties | 25.5±21.4 |
Quality of life overall health | 58.4±22.0 |
Table 4 Association between average quality of life scores and gender of patients (n=15)
Scale items | Average ± SD | P-value |
---|---|---|
Quality of life overall health | ||
Female | 62.4±12.2 | 0.034* |
Male | 51.7±9.8 | |
Role performance | ||
Female | 59.1±11.2 | 0.042* |
Male | 49.8±10.5 | |
Cognitive function | ||
Female | 62.8±9.9 | 0.038* |
Male | 79.5±11.2 |
*Chi-square test - p<0.05: a statistically significant difference.
Table 5 Caregivers’ socioeconomic and clinical characteristics (n=11)
Variables | % and n | Average and SD (±) |
---|---|---|
Gender | ||
Female | ||
Male | 72.2 (n=8) 27.8 (n=3) | |
Average age (years) | ||
Female | ||
Male | 42±14.3 64.3±4.9 | 48.07±16.07 years |
Marital status | ||
Single | 17.9 (n=2) | |
Married | 72.2 (n=8) | |
Widower | 9.9 (n=1) | |
Education Level | ||
Incomplete primary education | 27.2 (n=3) | |
Complete primary education | 9.9 (n=1) | |
Incomplete high school education | 16.7 (n=2) | |
Complete high school education | 36.3 (n=4) | |
Non-literate | 9.9 (n=1) | |
Household income | ||
1 to 2 MW | 72.2 (n=8) | |
3 to 4 MW | 9.9 (n=1) | |
Not reported | 16.9 (n=2) | |
Drinker | 0 | |
Smoker | 9.9 (n=1) | |
How many times have you sought the Emergency Service in the last 6 months | 1.4±0.68 times | |
Average medical visits over the past 12 months | 2.7±1.0 times | |
Employment situation | ||
Active | 63.7 (n=7) | |
Inactive (retired) | 36.3 (n=4) |
Table 6 Average scores related to instrumental activities and physical activities of daily living, assessed by the “OARS” Scale and the overload of caregivers assessed by the Zarit scale (n=11)
Instruments | Average and SD (±) | % |
---|---|---|
"OARS" Scale | ||
Instrumental activity of daily life | 13±2.3 | |
Physical activity of daily life | 14,0±0 | |
Overload Scale - ZBI | ||
Mild | 63.7 (n=7) | |
Moderate | 18.15 (n=2) | |
Serious | 18.15 (n=2) |
In the correlation between age, IADL, PADL, and caregiver burden, in this data crossover, there was a positive correlation between them; that is, the older the person, the higher the perception of burden, the lower the IADL index (p=0.003). There was no correlation between gender, PADL, and education (p=0.75), because in these cases, there was no significant difference (p-value<0.05) of overload among categories.
DISCUSSION
The data indicate a 60% prevalence of women among patients seeking follow-up at the Pain Clinic services, versus 40% for men. The incidence of cancer between both genders is considered similar in developed countries, but in developing countries, such as Brazil, some studies have found a female prevalence of up to 25% higher14. In the analyzed sample, this difference reaches 50%, which is aligned with the fact that care is not viewed as a male practice15.
Regarding the average age (60.7 years), the figures are in agreement with the data of the American Cancer Society, that is, 77% of cancers are diagnosed in individuals over 55 years. This higher average age is justified because aging is linked to the increased incidence of cancer due to various age-related physiological changes16.
Education data (60% of patients had incomplete primary education) and income (72.2% of patients receive up to 2 minimum wages) are consistent with studies that indicate greater use of services of the Unified Health System (SUS) by the population with the lowest level of education and lower income. The higher probability of using SUS by individuals with lower education and lower per capita family income indicates that the public system assists groups with a more precarious social insertion, fulfilling expectations regarding the performance of this public policy17. Moreover, the low level of education present in this sample, also evident in other researches involving oncologic patients18, reveals a scenario of concern, as studies indicate that low education is related to late diagnoses and worse care standards to overall health, including resulting in higher mortality19.
Regarding the VAS results, the average was 6.8, indicating moderate to severe pain for patients. It is important to note that most patients undergoing treatment at the Pain Clinic routinely use one or more prescribed pain control drugs. Therefore, it is noteworthy that, despite the pharmacological treatment, the pain remained with significant intensity as a factor that aggravates the quality of life of these patients.
Studies report that the non-control of pain may occur due to factors such as the potency of the analgesics used is lower than the pain intensity (negative pain control index), proposed analgesic schemes not compatible, or compatible with restrictions with the WHO analgesic scale pattern, or the incorrect use of drugs by patients, who use them only in situations of pain aggravation20.
Among the patients, 66.6% indicated that they have a person who acts as their caregiver. The importance of the caregiver in the health care of oncologic patients is essential. The caregiver provides direct care, such as drug administration, hygiene and food, and indirect care, accompanying the patient in all stages of the disease21.
Regarding functional capacity, the results obtained concerning IADL (such as using the telephone, taking transportation to travel, shopping, preparing meals, cleaning, taking drugs, and dealing with the finances) were 8.2 for women and 7.5 for men, on a scale from zero to 14. According to the proposed classification, these numbers indicate an intermediate level of independence for IADL, a result supported by research that shows altered functional capacity in oncologic patients due to semi-dependence for activities of daily living, justified by abnormal performances in autonomy and independence22.
Still regarding functional capacity, the results obtained in relation to PADL (such as eating without help, dressing/taking off clothes, personal hygiene, walking, lying/getting out of bed, taking a bath and getting to the toilet in time when needed) were 13.5 for women and 9.4 for men, on a scale from zero to 14. Based on these numbers, women were considered to have a high degree of functional independence, while men had a significantly lower degree of independence.
No studies were found to support these findings and justify this less sensitive difference in IADL. However, contrary to the findings, some studies indicate that older women are usually more dependent on IADL than men23,24, with a lower quality of life23,24 and a greater chance of incapacity25.
Regarding the quality of life, analyzed by the EORTC QLQ30 questionnaire, the social function was the most affected (52.6), followed by emotional (53.7), physical (54.0), performance of roles (56.8), and finally cognitive (72,4). These results were partially corroborated by the 2008 EORTC QLQ-C30 Global Benchmark Manual, in that cognitive function remains the least affected and emotional as the second most affected. Regarding symptoms, the three symptoms with the highest scores were: fatigue (49.5), insomnia (37.4) and loss of appetite (30.6). Again, these results were partially corroborated by the Benchmark Values Manual, which indicates the most frequent symptoms, in decreasing order, fatigue, insomnia, and pain.
Oncologic patients report fatigue as the most common symptom in all stages of the disease26. However, there is still no consensus on its definition, only on its multicausal nature27. It is a very debilitating symptom that significantly limits daily activities and reduces working capacity. However, unlike other symptoms, especially pain, there are no known effective interventions for fatigue control and management, further increasing its disabling potential28.
When analyzed by gender, there was a statistically significant difference in QoL Overall Health scores (an average of 62.4 for women and 51.7 for men), role performance (59.1 for women and 49.8 for men), and cognitive function (62.8 for women and 79.5 for men).
A research focused on gender differences in cancer coping29 revealed significant results for understanding these differences observed in the present study. Men, faced with a diagnosis of cancer, assume a self-controlling attitude, suppressing emotional manifestations to fulfill their social problem-solving role. Perhaps this attitude is decisive for maintaining a higher score of the cognitive function of men compared to women. On the other hand, women adopt a more emotionally positive coping strategy, seeking social support and physical help to make the burden of the disease more bearable29.
Regarding the caregivers interviewed in this research, there was female prevalence (72.2% are women, versus 27.8% men). The average age was 48 years (42 years for women, and 64.3 years for men). The prevalent marital status was married (72.2% of respondents). Gender, age, and marital status data are corroborated by existing literature, which shows that adult and married women, usually wives, daughters, or sisters of the patient, make up the predominant profile of caregivers30.
This gender cut, specifically, matches with what studies attest to the social and cultural construction of which women have historically been the caregivers of their children, parents, and family31.
72.2% of the caregivers had an income of up to 2 minimum wages, and 63.7% had an active work situation. These numbers indicate that the role of the caregiver may interfere with the individual’s personal and family financial situation, contributing to an overload scenario. In Siegel’s et al.28 study, 48% of caregivers had some sort of financial support, and 25% used their savings or borrowed money; Additionally, among the 79% of caregivers who were working, the main burden reported was financial.
Many caregivers need to abandon all or part of their work since they need, time after time, to accompany the patient to appointments or treatment sessions, or to give the patient full attention and care. In this sense, it is once more the women who end up prioritizing total dedication to caring, thus harming not only their professional activities but also their social life and leisure, resulting in a stressful overload of uninterrupted and daily care32,33.
Regarding the ZBI scale, results were mild overload for 63.7% of respondents, moderate for 18.15%, and severe for 18.15%. There was a positive correlation between age, IADL, and overload: the older the caregiver, the higher the perception of overload and the lower the IADL index. The Zarit Scale assesses, above all, the caregivers’ subjective overload, that is, their perception of the situation. Thus, lower scores are common and present in other studies34. The explanation for this, as studies in psychology35 show, may be coping strategies related to controlling emotional reactions.
CONCLUSION
The set of results showed that the presence of chronic pain negatively and significantly impacts the quality of life and functional capacity of cancer patients. This impact is more significant in IADL, resulting in the semi-dependence of these patients, especially men.
It was also possible to conclude that this impact also extends to the figure of the caregiver. Older caregivers with relative functional disability showed a higher perception of overload.