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Revista Latino-Americana de Enfermagem

On-line version ISSN 1518-8345

Rev. Latino-Am. Enfermagem vol.21 no.2 Ribeirão Preto Mar./Apr. 2013 

Original Article

Social and environmental factors associated with the hospitalization of tuberculosis patients1

Nathália França de OliveiraI 

Maria Jacirema Ferreira  GonçalvesII 

IMSc, Professor, Faculdades Integradas do Tapajós, PA, Brazil, Scholarship holder from Fundação de Amparo à Pesquisa do Estado do Amazonas (FAPEAM)

IIPhD, Researcher, Instituto Leônidas e Maria Deane, Fiocruz Amazônia, Manaus, AM, Brazil, Adjunct Professor, Universidade Federal do Amazonas, Manaus, AM, Brazil



to identify social and environmental factors associated with hospitalization of tuberculosis (TB) patients in Manaus, Amazonas, during 2010.


this is a quantitative cross-sectional epidemiological study, with primary data collection and analysis of human immunodeficiency virus (HIV), based on seropositive status.


Among social factors for TB-HIV co-infection, the association between alcohol use and dependence was significant for employed workers; among non-co-infections, the association between income less than one minimum wage (U.S. $200) and retired people, Bolsa Família Program [Family Allowance]/other social benefits was significant. Regarding environmental factors, the association was significant for TB-HIV co-infection among those not having their own house, having masonry housing and daily garbage collection; and among non-co-infection, owning their own house, no masonry housing and lack of daily garbage collection was significant.


The findings indicated that not only social factors, but also environmental ones are associated with hospitalization of tuberculosis patients, and such associations differ according to TB-HIV co-infection. Findings revealed that the non-biological factors associated with hospitalization of tuberculosis patients should be considered when caring patients with this disease.

Key words: Tuberculosis; Hospitalization; Epidemiologic Factors; Co-infection



identificar os fatores sociais e ambientais associados à hospitalização de pacientes com tuberculose, em Manaus, Amazonas, em 2010.


trata-se de estudo epidemiológico transversal e quantitativo, com coleta de dados primários e análise do vírus da imunodeficiência humana, com base na soropositividade.


entre os fatores sociais para a coinfecção tuberculose/vírus da imunodeficiência humana, foi significativa a associação entre o uso e dependência de álcool de trabalhadores empregados e entre os não coinfectados, a associação entre renda inferior a um salário-mínimo (200 dólares norte-americanos) e aposentados, Programa Bolsa Família/outros benefícios sociais foi significativa. Em relação aos fatores ambientais, a associação foi significativa para coinfecção tuberculose/vírus da imunodeficiência humana entre aqueles que não têm a sua própria casa, tendo habitação de alvenaria e coleta de lixo diária, e entre os não coinfectados, possuindo sua própria casa, sem moradia de alvenaria e falta de coleta de lixo diária foi significativa.


os resultados indicaram que não só fatores sociais, mas, também, os ambientais estão associados à internação de pacientes com tuberculose, e essas associações diferem de acordo com a coinfecçãotuberculose/vírus da imunodeficiência humana.

Palavras-Chave: Tuberculose; Hospitalização; Fatores Epidemiológicos; Coinfecção



identificar los factores sociales y ambientales asociados con la hospitalización de de los pacientes con tuberculosis (TB) en Manaus, Amazonas, durante el año 2010.


se trata de un análisis cuantitativo de corte transversal estudio epidemiológico, con la recolección de datos primarios y el análisis de virus de la inmunodeficiencia humana (VIH), en estado seropositivo.


Entre los factores sociales para la TB-VIH-SIDA, la asociación entre el consumo de alcohol y la dependencia fue significativa para los trabajadores empleados, entre los no co-infectados, la relación entre ingresos inferiores a un salario mínimo (EE.UU. $ 200) y los jubilados, Programa Bolsa Família [Asignación Familiar] / otras prestaciones sociales fue significativa. En cuanto a los factores ambientales, la asociación fue significativa para TB-VIH-SIDA entre las personas que no tenían casa, que tenían una vivienda de mampostería y que había recolección de basura diariamente, y entre los no-co-infectados, ser dueño de su propia casa, sin viviendas de mampostería y la falta de recolección de basura diaria fue significativa.


Los resultados indicaron que no sólo los factores sociales, sino también los ambientales están asociados a la hospitalización de los pacientes con tuberculosis, y estas asociaciones difieren de acuerdo con la correlación TB-VIH-SIDA.

Palabras-clave: Tuberculosis; Hospitalización; Factores Epidemiológicos; Coinfección


Tuberculosis (TB) is endemic in Amazonas State, Brazil, and even with the advent of Aids, no significant change is evident in the epidemiological profile, when analyzing the temporal incidence of the disease(1).

The hospitalization of TB patients is indicated only for severe cases or those that are likely to abandon treatment because of the social conditions of the patient, in cases of complications of the disease, and in cases of retreatment(2). These reasons for hospitalization are detailed by the Brazilian Ministry of Health(3), that recommends hospitalization in special cases and in accordance with the following priorities: tuberculous meningitis; unmanageable intolerance to anti-TB drugs for outpatients; general condition not allowing outpatient treatment; clinical and/or surgical complications, related or unrelated to TB requiring treatment, and/or procedure in a hospital setting; and, cases of social vulnerability, such as no fixed abode or groups most likely to drop treatment, especially in cases of retreatment, failure or multidrug resistance.

The Brazilian data records a large number of hospitalizations, especially in the state of Amazonas, where the rate of hospitalization due to TB in 2010 was 8.5 cases per 100,000 inhabitants, while in the whole of Brazil the hospitalization rate that year was 7.2 cases per 100,000 inhabitants.

Despite the magnitude of the problem, we found only a few studies published on this matter; yet, they were mostly performed with secondary data collection from medical records(2,4) and aimed at describing the epidemiology of hospitalization(5). Both environmental and social factors are associated with TB disease, and such factors may influence the occurrence of hospitalization, especially considering Human Immunodeficiency Virus (HIV) infection, which influences the profile of hospitalization for TB(6).

It is not clear whether the associated factors related to morbidity are the same responsible for hospitalization. In general, the criteria for hospitalization are concerned with the individual and how his body changes with the TB disease. Thus, the aim of this study was to identify the social and environmental factors associated with hospitalization of TB patients, according to their seropositive status for HIV.

Materials and Methods

This was an analytical and cross-sectional epidemiological study, which used quantitative analysis of individual data on TB patients' hospitalization in 2010, in the following referral hospitals in the city of Manaus, capital of Amazonas state: Adriano Jorge Hospital Foundation, Dr. Heitor Vieira Dourado Tropical Medicine Foundation, Getúlio Vargas University Hospital, Amazonas Children's Institute and Dr. Fajardo Children's Hospital of Amazonas.

The sample was represented by patients admitted in these hospitals, who had TB as a primary or associated diagnosis. We excluded from this study: patients undiagnosed with TB, the patient or his guardian who did not feel able to give information or refused to sign the Informed Written Consent.

Data were collected in two phases: a) interviewing patients; b) collecting data from medical records. For the analysis, the variables were grouped into the following dimensions: 1) patient characteristics (sex, age group, race); 2) social factors (education, income, source of income, origin of the patient, use of alcohol, addiction to alcohol, smoking, passive smoking and drug use); and 3) environmental factors (type of housing, persons per room, condition of employment, masonry housing, origin of water used at home, daily garbage collection).

Data analysis was stratified according to seropositive status for HIV. Data were analyzed using EpiInfo 3.5.1 and SPSS 16.0 for Windows. The continuous variables were compared by means of the Student t-test (normal distribution), and for categorical variables, Pearson's chi-square test or Fisher's exact test, as appropriate, with analysis of standardized residuals (SR) (significance for the positive values ≥ 1.96)(7), to determine exactly in which category of analysis the association was significant. In all statistical tests we used a 5% significance level.

The study was reviewed and approved by the ethics committee of the Tropical Medicine Foundation, under Protocol no. 1960 (CAAE - 0006.0.114.115-09). Informed written consent was obtained from each participant. In cases in which the participant was aged less than 18 years or was someone who could not be interviewed, additional informed written consent was obtained from the parent or guardian accompanying the patient.


From January to December 2010, 327 hospital admissions with tuberculosis (TB) were identified in Manaus. In 49 (15.0%) cases it was not possible to conduct the interview with the patient or guardian accompanying the patient. These losses occurred as follows: two cases, due to absence from the institution in all attempts; eight cases, refusal of the patient; 36 cases, death occurred before the interview or the diagnosis of TB was only detected in the Death Certificate; one case, patient was on oxygen and unaccompanied; and two cases, presented mental confusion. Among the losses, 61.2% were male, with a mean age of 34.5 (standard deviation, SD=11.2 years); there was no significant difference (P=0.244) as compared to respondents. Among respondents, 57.9% were male with a mean age of 38 years (SD=18).

Of the 278 cases of hospitalization in which the interview was conducted, used in this analysis, 122 (43.9%) had TB-HIV co-infection and 156 (56.1%) TB only (not infected with HIV). Therefore, all the analysis below corresponds to the stratification of the population of TB cases and TB-HIV co-infected cases. There was a male predominance, with the following percentage: 63.1% among TB-HIV co-infected and 53.8% among TB cases. The average age of HIV-TB cases was 31.9 years (SD=11.1) and in TB cases it was 42.8 (SD=20.8) (P<0.01). It is noteworthy that among TB-HIV co-infected cases there was high concentration in the age group of 20-29 years (35.2%), whereas TB cases were more concentrated in the age group of 50 years and older (37.8%).

The social factors described in Table 1 show that there was an association with TB-HIV co-infection in which the source of income was paid employment (39.3%, and P=0.002). Concerning cases with TB only, the association was observed in the category of income less than one minimum wage (30.8%) − which corresponded, in the year of data collection, to an average of U.S. $200 − (standardized residuals - SR=2.10 and P=0.040), and the source of this income was retirement and Bolsa Família Program [Family Allowance]/other social benefits (38.5%, SR=3.40 and P=0.002). The mean years of schooling of TB-HIV co-infected cases was 6.3 years (4 to 10 years, SD=3.7) and among TB cases it was only 5.3 years (2 to 8 years; SD=3.9 and P=0.024). We detected the existence of 16/278 (5.8%) illiterate people (not shown in Table 1), who were combined with those who completed up to 4 years of schooling, totaling 41.4% of respondents. The category of illiterate was not highlighted in the analysis because of the small proportion of the population in this category. The association was significant among TB-HIV co-infected cases with variables related to alcohol use (50.8%, SR=3.20 and P=0.001) and alcohol dependence (37.7%, SR=2.50 and P=0.011).

Table 1 Distribution of social characteristics of patients admitted with TB, according to the situation of TB-HIV co-infection, Manaus, AM, Brazil, 2010 

Variables TB-HIV (n=122) TB (n=156) Total (n=278) ?2 (P-value)
n (%) SR n (%) SR n (%)
Sex 2.41 (0.120)
Male 77 (63.1) 1.60 84 (53.8) -1.60 161 (57.9)
Female 45 (36.9) -1.60 72 (46.2) 1.60 117 (42.1)
Age group (years) 49.67 (<0.001)
0 to 19 9 (7.4) -1.30 19 (12.2) 1.30 28 (10.1)
20 to 29 43 (35.2) 3.60 24 (15.4) -3.60 67 (24.1)
30 to 39 39 (32.0) 3.50 23 (14.7) -3.50 62 (22.3)
40 to 49 23 (18.9) -0.10 31 (19.9) 0.10 54 (19.4)
50 and older 8 (6.6) -6.00 59 (37.8) 6.00 67 (24.1)
Mean (SD) 31.9 (11.1) 42.8 (20.8) 38.0 (18.0) (<0.001)ã
Schooling (years) 3.35 (0.066)
Up to 4 43 (35.2) -1.80 72 (46.2) 1.80 115 (41.4)
5 and More 79 (64.8) 1.80 84 (53.8) -1.80 163 (58.6)
Mean (SD) 6.3 (3.7) 5.3 (3.9) 5.8 (3.9) (0.024)ã
Income (Minimum wage*) 6.40 (0.040)
ã<1 24 (19.7) -2.10 48 (30.8) 2.10 72 (25.9)
1 ? 3 76 (62.3) 0.60 92 (59.0) -0.60 168 (60.4)
> 3 22 (18.0) 1.90 16 (10.3) -1.90 38 (13.7)
Source of income 14.84 (0.002)
Paid employment 48 (39.3) 3.10 35 (22.4) -3.10 83 (29.9)
Temporary work 34 (27.9) 0.00 44 (28.2) 0.10 78 (28.1)
ã Retirement, Family Allowance and other social benefits 24 (19.7) -3.40 60 (38.5) 3.40 84 (30.2)
Others 16 (13.1) 0.60 17 (10.9) -0.60 33 (11.9)
Origin? 1.37 (0.241)
Capital 100 (83.3) 1.10 118 (77.6) -1.10 218 (80.1)
Other municipalities 20 (16.7) -1.10 34 (22.4) 1.10 54 (19.9)
Alcohol 10.02 (0.001)
Yes 62 (50.8) 3.20 50 (32.1) -3.20 112 (40.3)
No 60 (49.2) -3.20 106 (67.9) 3.20 167 (59.7)
Alcohol dependence 6.39 (0.011)
Dependent 46 (37.7) 2.50 37 (23.7) -2.50 83 (29.9)
Non-dependent 76 (62.3) -2.50 119 (76.3) 2.50 195 (70.1)
Smoking 4.51? (0.203)
Light (dependence) 34 (27.6) 1.20 34 (21.7) -1.20 68 (24.3)
Average (dependence) 4 (3.3) 1.60 1 (0.6) -1.60 5 (1.8)
High (dependence) 4 (3.3) 0.30 3 (1.9) -0.30 7 (2.5)
No smoking 81 (65.9) -1.70 119 (75.8) 1.70 200 (71.4)
Passive smoking 0.59 (0.439)
Yes 12 (9.8) -0.80 20 (12.8) 0.80 32 (11.5)
No 110 (90.2) 0.80 136 (87.2) -0.80 246 (88.5)
Use of illegal drugs 1.53 (0.214)
Yes 24 (19.7) 1.20 22 (14.1) -1.20 46 (16.5)
No 98 (80.3) -1.20 134 (85.9) 1.20 232 (83.5)

SD=standard deviation; SR=standardized residuals; TB=tuberculosis; HIV= Human Immunodeficiency Virus

*Value of minimum wage in 2010= average of U.S. $ 200

ãNumber of cases=272

ãFisher's Exact Test

ã Student t-test. Note: in bold are the residuals with a positive value = 1.96, which corresponds to the level of significance for the excess events in the categories

For the analysis of environmental factors, 272 admitted cases were included; six patients reported not having housing. As for the environmental factors described in Table 2, the variables that showed association between TB-HIV co-infected cases were: not having their own house (32.5%, SR=2.30 and P=0.023), masonry housing (80.0%, SR=3.00 and P=0.003) and daily garbage collection (90.8%, SR=2.10 and P=0.042). Among the TB cases, the association was: owning one's own house (79.6%, SR=2.30 and P=0.023), not have masonry housing (36.2%, SR=3.00 and P=0.003) and no daily garbage collection (17.8%, SR=2.10 and P=0.042). The average number of people per household was 4.9 (SD=2.6) among TB-HIV co-infected patients, and 5.4 (SD=2.9) among the TB cases, with no significant difference between groups (P=0.086) (not shown in the Table).

Table 2  Distribution of the environmental characteristics of patients admitted with TB, according to the situation of TB-HIV co-infection in Manaus, AM, Brazil, 2010 

Variables TB-HIV (n=120) TB (n=152) Total (n=272) ?2 (P-value)
n (%) SR n (%) SR n (%)
Type of housing 0.13 (0.711)
House 104 (86.7) -0.10 134 (88.2) 0.10 238 (87.5)
Other 16 (13.3) 0.10 18 (11.8) -0.10 34 (12.5)
People per sleeping room 1.68 (0.194)
Up to two 100 (83.3) 1.30 117 (77.0) -1.30 217 (79.8)
More than two 20 (16.7) -1.30 35 (23.0) 1.30 55 (20.2)
Own house 5.14 (0.023)
Yes 81 (67.5) -2.30 121 (79.6) 2.30 202 (74.3)
No 39 (32.5) 2.30 31 (20.4) -2.30 70 (25.7)
Masonry housing 8.52 (0.003)
Yes 96 (80.0) 3.00 97 (63.8) -3.00 193 (71.0)
No 24 (20.0) -3.00 55 (36.2) 3.00 79 (29.0)
Origin of water used at home 5.33 (0.069)
Public / municipal network 84 (70.0) 0.80 99 (65.1) -0.80 183 (67.3)
Well 34 (28.3) 0.30 41 (27.0) -0.30 75 (27.6)
Other 2 (1.7) -2.30 12 (7.9) 2.30 14 (5.1)
Daily garbage collection 4.12 (0.042)
Yes 109 (90.8) 2.10 125 (82.2) -2.10 234 (86.0)
No 11 (9.2) -2.10 27 (17.8) 2.10 38 (14.0)

SR = standardized residuals; TB = tuberculosis; HIV = Human Immunodeficiency Virus Note: in bold are the residuals with a positive value = 1.96, which corresponds to the level of significance for the excess events in the categories.


While it was not possible to conduct the interview with all admitted patients, the characteristics of these patients concerning sex and age did not show significant differences as compared to the analyzed data, minimizing selection bias, since these were the main population characteristics associated with the profile of TB patients. It is considered that it should lend credibility to the information obtained through interviews during hospitalization, even though the ideal would be a home visit, because it would allow a clear observation of the conditions in which patients live. However, as the research participants were restricted to public hospitals (although this covered most admissions recorded in Manaus that year), it is assumed to be an approximation of a social pattern of homogeneity of patients. Moreover, the interview was performed to obtain information as faithfully as possible, so one could trust the declarations of patients.

The predominance of males detected in this study follows the morbidity data in which a higher incidence of TB in men(8) is observed; although women in Brazil have conquered an important role in society, especially as householders(9), in the context of TB, the highest detection rate continues to occur among men. However, hospitalization potentiates social damage/loss caused by TB, since it sets men apart from their family and makes them unproductive during hospitalization.

Regarding age, the mean of the distribution showed significant difference between the TB-HIV co-infected cases and those with TB alone (P <0.001), predominantly in the age group of 20-29 years among TB-HIV co-infected, and 50 years and over among those infected with TB only. This supported data from the World Health Organization (WHO), which estimates that two thirds of TB cases occur in young adults(10), although one would expect that there was a higher proportion of older people, in view of the weakness caused by the disease in the elderly. However, this should also be interpreted as the result of the epidemiological profile of morbidity.

Brown, yellow and black races were prevalent in this population, primarily brown, which also coincides with the distribution of race in the study population. However, it should be pointed out that white race has not featured in hospital morbidity due to TB, confirming the results of the 2010 Demographic Census, which show that the sum of black, brown, yellow and indigenous (99.7 million) exceeds the white population (91 million)(11). The use of variables such as race and ethnicity in epidemiological studies has played an instrumental role in identifying and documenting health patterns among certain population groups, in the control of potentially confounding association factors, and disclosure of health inequities(12).

In relation to schooling, when the Northern Region was in the initial phase of the HIV epidemic, it had the highest rate of Aids incidence in the population with higher education(13). In this study, we observed that the mean of years of schooling was higher among HIV-TB co-infected cases, which corroborates the above mentioned findings, that HIV infection affects people of higher socioeconomic level, or at least this profile has not changed enough to impact the hospitalization profile of the TB-HIV co-infected patients.

Among the social factors related to both HIV co-infected and TB only cases, we highlight the association between hospitalization and household income, in which vulnerability to TB-HIV infection is higher in middle and lower socioeconomic levels(14). Although research has been performed only in public hospitals, attended by those of lower income when compared to private hospitals, we observed a difference in which the lowest income (<1 minimum wage) had significant association between those with TB only, but not in the TB-HIV co-infected cases.

Among the social factors related to TB-HIV co-infected cases, we highlight the association for hospitalization related to alcohol use and dependence, confirming other studies that showed strong association between TB and alcoholism, which is understandable because cachexia due to alcoholism predisposes individuals to low immunity(15), increased by the establishment of co-infection, leading to hospitalization. Thus it is very important to know that profile, so that we can effectively intervene on health actions, and recognize in the outpatient clinic patients those who use alcohol or drugs, known as risk factors for hospitalization.

As for environmental factors related to both HIV co-infected and uninfected cases, an association was identified for hospitalization related to residential development. This reflects the spread of diseases related to poverty and degradation of living conditions, which is a result of urbanization and uncontrolled population growth in the region, occurring without plans for the supply of basic health services(16), which reinforces the primary role of the State in providing essential health services (such as water and sanitation) and in the regulation of goods and services with remarkable impact on health (such as tobacco, alcohol and food)(17). The more concentrated and less airy household environments put people who inhabit them in close proximity, favoring the transmission of airborne diseases such as TB. Also, there is a concentration of many other people living under unfavorable conditions such as malnutrition, reduced access to health services and sanitation(18).

By identifying the social and environmental profile of patients hospitalized with TB in Manaus, the multidisciplinary team will be able to develop in a joint and integrated way, according to their specific assignments, preventive actions to promote the quality of life of patients, and interventions for health recovery and rehabilitation. This can happen both in the health unit and in other community (external) spaces, combining clinical and technical work with health practices in the community(19), as well as social support practices(20), because the social aspect not only influences people to become sick with TB, but also can lead to their hospitalization. In this way, we must consider the environmental and social aspects in which the individual belongs. Nurses in particular, through the systematization of nursing care and actions of the TB control program, are able to play a role in the control program, promoting community participation in the health care being developed(20-21).

As a result of this work, and considering the percentage of hospital discharges due to clinical improvement (76.6%) and death (20.9%) among hospitalized TB patients, we wondered about actions for TB control in primary care, in which the Brazilian National Tuberculosis Control Program recognizes the importance of expanding the fight against TB to all health care within the Brazilian Unified Health System (SUS). Therefore, aiming at the integration of TB control in primary care, including the Brazilian Family Health Program (PSF) to ensure the effective expansion of access to diagnosis and treatment(22) with the aim of care integration using a health care network(23) this should be done with the consideration that the environmental and social aspects greatly influence the profile of hospitalization of TB patients.


The results of this research indicate a wider vision about the aspect of tuberculosis in the hospital which goes beyond the problem in primary health care. The findings detected that social and environmental factors are also associated with hospitalization. Therefore, health professionals should be aware of this association to address health care in TB patients, taking into account the social and environmental aspects.

The care provided to HIV-positive patients should take into account the social and environmental factors identified in TB patients in Manaus, to avoid hospitalization or other unfavorable outcomes. An emphasis on non-biological factors that are involved in HIV status can contributes to the knowledge of interaction between TB and HIV, including on environmental and social contexts.

The identified social and environmental factors reflect the profile of the group of cases studied, whether they are TB-HIV co-infected or TB cases only. It is considered that the environmental aspect denotes the social context of these patients, making these factors so interwoven that often the classification of social or environmental factor is just a matter of semantics. These factors allow for the choice of the best health interventions, although this is not the aim of this work; however, its intent is to help prevent and minimize risks, thereby contributing to the care developed by the multidisciplinary team, nursing in particular, through consultation and nursing care systematization.

From these results and innovation of this study, in addressing the social and environmental factors associated with hospitalization of patients in the city of Manaus and the limitations identified, this issue should be examined in further studies, especially including the assessment of nursing care for hospitalized patients, according to the environmental and social factors identified here as associated with TB and TB-HIV co-infection.



To the research group involved in the project entitled "Hospital Morbidity for Tuberculosis and Associated Factors in the city of Manaus - AM"

1 Paper extracted from Master's Thesis "Internação Hospitalar de Doentes com Tuberculose em Manaus e Fatores Sociais e Ambientais" presented to Universidade Federal do Amazonas, Manaus, AM, Brazil. Supported by Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq), process # 481423/2008-7.


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Received: August 28, 2012; Accepted: December 03, 2012

Corresponding Author: Maria Jacirema Ferreira Gonçalves Universidade Federal do Amazonas. Escola de Enfermagem de Manaus Rua Teresina, 495 Bairro: Adrianópolis CEP: 69057-070, Manaus, AM, Brasil E-mail:

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