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Cost-effectiveness of cardiac rehabilitation: a systematic review
  1. Gemma E Shields1,
  2. Adrian Wells2,3,
  3. Patrick Doherty4,
  4. Anthony Heagerty5,
  5. Deborah Buck1,
  6. Linda M Davies1
  1. 1Centre for Health Economics, University of Manchester, Manchester, UK
  2. 2School of Psychological Sciences, University of Manchester, Manchester, UK
  3. 3Manchester Mental Health and Social Care NHS Trust, Manchester, UK
  4. 4Department of Health Sciences, University of York, York, UK
  5. 5Institute of Cardiovascular Sciences, University of Manchester, Manchester, UK
  1. Correspondence to Gemma E Shields, Centre for Health Economics, University of Manchester, Manchester M13 9PL, UK; gemma.shields{at}manchester.ac.uk

Abstract

Patients may be offered cardiac rehabilitation (CR), a supervised programme often including exercises, education and psychological care, following a cardiac event, with the aim of reducing morbidity and mortality. Cost-constrained healthcare systems require information about the best use of budget and resources to maximise patient benefit. We aimed to systematically review and critically appraise economic studies of CR and its components. In January 2016, validated electronic searches of the National Health Service Economic Evaluation Database (NHS EED), Health Technology Assessment, PsycINFO, MEDLINE and Embase databases were run to identify full economic evaluations published since 2001. Two levels of screening were used and explicit inclusion criteria were applied. Prespecified data extraction and critical appraisal were performed using the NHS EED handbook and Drummond checklist. The majority of studies concluded that CR was cost-effective versus no CR (incremental cost-effectiveness ratios (ICERs) ranged from $1065 to $71 755 per quality-adjusted life-year (QALY)). Evidence for specific interventions within CR was varied; psychological intervention ranged from dominant (cost saving and more effective) to $226 128 per QALY, telehealth ranged from dominant to $588 734 per QALY and while exercise was cost-effective across all relevant studies, results were subject to uncertainty. Key drivers of cost-effectiveness were risk of subsequent events and hospitalisation, hospitalisation and intervention costs, and utilities. This systematic review of studies evaluates the cost-effectiveness of CR in the modern era, providing a fresh evidence base for policy-makers. Evidence suggests that CR is cost-effective, especially with exercise as a component. However, research is needed to determine the most cost-effective design of CR.

  • cardiac rehabilitation
  • health care economics
  • systemic review

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Introduction

Globally, the prevalence of cardiovascular disease is increasing due to ageing and population growth.1 Following a cardiac event, patients may be offered cardiac rehabilitation (CR), a supervised programme, typically including exercises, health education and psychological intervention.2 Evidence suggests that CR programmes can reduce morbidity and mortality following a cardiac event, along with increasing quality of life and psychological well-being.3

In the UK, approximately 88 000 people start CR annually.4 The average cost is reported at £477 per person (2010, UK pounds sterling), representing a potential total cost of around £42 million annually.5 CR programmes have been shown to reduce unplanned hospital admissions, with the potential to save health systems resources and reduce the burden on already stretched cardiac departments.3

Where there is a growing demand placed on the healthcare system but with limited budgets, economic evaluation supports decision-making. Different types of economic evaluations can be conducted. Cost-effectiveness analysis (CEA) measures the cost and the clinical impact (health benefit) of an intervention and translates into a single value: the incremental cost-effectiveness ratio (ICER). Cost–utility analysis falls within the CEA type of economic evaluation but uses utilities and life expectancy to show differences in health benefit. Cost–benefit analysis expresses outcomes in monetary units. Finally, cost-minimisation analysis is only appropriate if there is clear evidence that interventions are of equal health benefit.

Two earlier reviews of economic evaluations for interventions in CR6 7 found evidence to support the cost-effectiveness of CR intervention. However, evidence was limited by study quality, variation across CR design and delivery, and uncertainty. More recently, a review focused on economic evaluations of CR interventions in low/middle-income countries.8 This identified that CR intervention was cost-effective in heart failure patients, although, intervention cost was a key issue. Our study adds a fresh perspective by focusing on full economic evaluations (synthesising costs and health benefits) to allow for a truer assessment of cost-effectiveness and updates the literature as developments in cardiac treatment mean that older literature is no longer relevant.2 9

The current review aimed to answer the following question: is CR cost-effective in the modern era (post stent and with statins), compared to alternatives or no intervention? Our secondary research question was to determine the effects of modes of delivery and core components of CR on the cost-effectiveness of CR in the modern era. We also critically appraise the evidence to identify data gaps and inform future research needs.

Methods

A systematic literature search and review was conducted to identify economic evaluations of CR interventions. The protocol was registered on the PROSPERO register of systematic reviews (CRD42016050725)

Searches

An electronic literature search was conducted in January 2016 (updated January 2017) using the PsycInfo, MEDLINE, Embase, National Health Service Economic Evaluation Database (NHS EED) and Health Technology Assessment databases.

Searches were structured to identify cost-effectiveness evidence, published in English since 2001. Due to developments in therapies, surgery and medications offered in CR in recent years, older studies are no longer relevant, hence restriction is justified.9 10 Common search terms included CR terms and economic evaluation terms. Search terms for economic evaluations were taken from the Centre for Reviews and Dissemination.11 Intervention terms were taken from previously published search strategies.12 13 Medical subject headings were combined with free-text terms to form search strategies. Terms varied according to database designs. Search terms are provided in the online supplementary material.

Supplementary file 1

Selection

Following database searching, titles and abstracts of identified citations were manually screened to assess their relevance to the review. Explicit inclusion criteria were as follows: (1) studies focusing on adults offered CR in line with National Institute for Health and Care Excellence eligibility guidelines14–16; (2) CR programmes or specific interventions within CR were eligible as interventions; (3) alternative interventions and usual care were accepted comparators; (4) studies had to be primary studies including a full economic evaluation, comparing interventions in terms of cost-effectiveness, cost–utility, cost–benefit or cost minimisation analysis.

Following the first round of screening, full text articles were obtained and were reassessed against the eligibility criteria. Two reviewers (GES and DB) carried out each screening stage independently; differences in opinion were discussed and decided with a third reviewer (LMD).

Data extraction and synthesis

Data extraction included study objectives, methods and results. Studies were critically appraised using data extracted consistent with the NHS EED handbook and Drummond checklist.17 18

Data extraction was performed by two reviewers (GES and DB), with results cross-checked and discussed and finalised with the assistance of a third reviewer (LMD). Due to the heterogeneity among studies, a narrative synthesis, rather than a quantitative synthesis, was used to summarise findings.

Cost data were converted to 2016 US$, using the consumer price index and purchasing power parity conversion factor, to allow for easier comparison between studies.19 20

Results

There were 564 initial search results; following screening of titles/abstracts, 57 articles were assessed. Nineteen studies were included in the review (figure 1).

Figure 1

Flow diagram of search results.

An overview of study characteristics is given in table 1.

Table 1

Study overview

Critical appraisal

As expected, table 1 shows wide variation in study populations because CR is recommended for multiple patient groups.14 Variation between studies and the lack of a pool of studies with the same well-defined population characteristics means that we cannot clearly differentiate between population groups; instead we consider the group as a whole. This review focuses on a cardiac population in the modern era (post stent and with statins); the use of stents or statins was not reported in nine of the studies.21–29 Reported use of statins varied from 46% to 98%, and the proportion of the population admitted to CR following a stent ranged greatly (8%–82%).30–33

Interventions

Seven studies compared CR with no CR programme21–23 30 34–36; remaining studies compared intervention types within CR (see table 1). Publication dates suggest that more recent interest in CR has been around the role of telehealth and how frequent monitoring within CR, aided by information and communication technologies (ICTs), can make an impact.

The design of CR varied greatly within the studies. Three studies did not describe the content of CR.22 34 36 The most common intervention included was exercise/physical activity (14/19).21 23 25–28 30–33 35 37–39 Seven studies included education and information.26–28 30–33 Of these, three studies did not describe the intervention.27 28 33 The remainder reported limited information, one was aimed at symptom management and healthy eating, two focused on risk factor modification and one provided information on rehabilitation topics.26 30–32 Psychological intervention was the least common component included (6/19), ranging from stress management tips to more-intensive psychosocial counselling.23 27–30 40 Two studies focused on care settings.27 28 One study compared hospital-based (outpatient) CR with home-based (manual step-by-step guide) CR, components of CR were the same.27 There were some key differences; outpatient rehabilitation was delivered by a multidisciplinary team, whereas home-based patients communicated only with a CR nurse and home-based CR initiated sooner after discharge.27 In the second study, the content of CR remained the same with inpatient and outpatient settings compared; both arms were subjected to identical CR for 6 hours per day.28 Telehealth intervention design varied greatly. Three studies measured physical activity using devices: one with a pedometer-based intervention and telephone coaching,38 one with an accelerator and personalised training protocols32 and one with a comprehensive package of devices to measure activity and to monitor health which was shared with healthcare providers.26 A further study simply delivered a personalised, automated package of text messages and provided details to a website with further information.25

The most common comparator was no CR in which patients received general medical care (7/19) and usual care (6/19), both of which are variable across settings, limiting external validity.21 22 24 25 29 30 33–38 40

Methods

The five modelling studies used multiple evidence sources with likely mixed population characteristics.34–38 Only one study clearly described the identification of inputs.37 Four studies were Markov models which reflected the main outcomes identified in the clinical literature (active disease with varying symptoms, hospitalisation and death).34 35 37 38 One study did not clearly report methods.36 A single study presented a within-trial evaluation with an added survival model to extrapolate evidence over longer time horizons.21

Thirteen studies were trial-based economic evaluations. While trials are generally a robust evidence source, populations may act differently out of a trial, limiting generalisability. Eleven were randomised controlled trials (RCTs).21 23–27 29–33 40 One study was non-randomised; randomisation was proposed to participants but they could reject it and be allocated to the group of their choice.28 Randomisation was rejected by the majority, leaving the study susceptible to self-selection bias. Blinding was not explicitly addressed in most studies.23 24 26–30 33 40 One study reported that it was not blinded.31 The remaining studies mentioned that only researchers and practitioners were blinded.21 25 32 While blinding is an important factor in limiting bias, it is accepted that blinding is challenging in non-pharmacological trials.41

One study used a large Medicare database for a retrospective cohort study.22 Although more susceptible to bias than RCT evidence, this approach has some advantages, for example, cohort size (n=4324).22

Health benefit

The majority of cost–utility studies used quality-adjusted life-years (QALYs) that incorporated data from generic survey based measures of health status: the EuroQol-5D  (EQ-5D) (7/16),24 25 27 28 32 34 37 36-Item Short Form Health Survey (2/16)26 31 and the Assessment of Quality of Life 4D questionnaire (1/16).38 The EQ-5D has been shown to be a valid/reliable measure in the cardiovascular population and is recommended in English guidelines.42 43 One study used a disease-specific questionnaire, that is, the Utility-based Quality of Life-Heart Questionnaire.30 Two studies used the time trade-off method to estimate utility.33 35 The time trade-off is a direct utility measurement, whereas survey measures are indirect. While both methods (direct and indirect) are robust, the literature has noted that values produced differ between the methods, limiting comparability between studies.44 One study found that the use of direct measurement increased the net QALY and cost-effectiveness of the intervention compared with a generic measure, highlighting that caution is needed when interpreting results across studies due to the variation in methods.23

All the cost-effectiveness studies used life-years as the outcome.21 22 35 37 This ignores one of the key goals of CR (reducing morbidity), potentially underestimating the benefits of an effective intervention.

Costs

Two studies obtained costs from cost databases without specifying the types of costs included.22 34 Costs included in the remaining studies are shown in table 2. Three studies only included cardiac-related costs, neglecting possible interactions between cardiac health and general health.32 35 38 Lost wages/productivity losses are less relevant in this population; a UK CR audit reported the mean age for accessing CR to be above retirement age.4 More relevant are informal care costs (1/19) as family/friends may undertake caring responsibilities. However, informal care data may be difficult to collect and highly variable.

Table 2

Included costs

Uncertainty analysis

The majority of studies (17/19) included some sensitivity analysis.21–30 32–35 37 38 40 Fifteen studies included a probabilistic sensitivity analysis (PSA) using Monte Carlo simulation to judge uncertainty22–29 32–35 37 38 40 In nine of the papers, authors explicitly compared PSA results with a threshold for cost-effectiveness.23–25 29 33 35 37 38 40 In a further six studies, PSA was conducted, but authors did not define a threshold.22 26–28 32 34 Nine studies included PSA and one-way sensitivity analysis,26–29 33–35 37 38 whereas  two studies only included one-way sensitivity analysis.21 30 The most common parameters varied in one-way sensitivity analysis were intervention and hospitalisation costs, mortality rates and repeat events, and utilities. A single study considered subgroups, analysing results separately according to cardiac risk, referring diagnosis and gender.33

Completed Drummond checklists are given in the online supplementary material.

Study results

Table 3 displays the key study results.

Table 3

Study results

General CR

All studies had a positive net cost (higher costs in the intervention arm) and were associated with an increase in health, hence it is up to decision-makers to decide whether the cost increase is worth the health gains. All studies comparing CR with no CR judged that the intervention was cost-effective at chosen thresholds (thresholds differ across countries and papers reflected this).45 A threshold does not exist for life-year gained (LYG) which limits the interpretation. Interpreting the cost–benefit study results is challenging due to the reporting in the paper (eg, no specified monetary value attributed to a disability adjusted life-year) and the lack of clear consensus on how to interpret cost–benefit analysis.

Two studies that considered exercise-based CR versus no CR produced the lowest ICER values per QALY and LYGs.21 35 Although this suggests that exercise-focused CR may be the most cost-effective option, differences in study design means that this conclusion is limited and uncertain.

One study focused on CR uptake rates and concluded that higher uptake rates would reduce disease burden; however, the use of RCT data to inform outcomes may not reflect real life.36

Two of the studies looking at CR versus no CR included PSA assessing the probability of cost-effectiveness given uncertainty in the data used. Estimates ranged between 58% and 83%.23 35

Exercise components of CR

Two studies compared exercise-based CR with an education only option.24 31 Depending on the costing perspective, both studies had an instance where intervention dominated education only (cost saving and health increasing). Both studies concluded exercise-based CR was cost-effective. One of the studies included uncertainty analysis, estimating that exercise-based CR was cost-effective in 59%–74% of cases.24 A further study compared supervised exercise therapy with standard care and concluded that it would be cost-effective in around 55% of cases, demonstrating uncertainty.37.

Telehealth-based or assisted CR

Four of the most recent studies looked at the use of telehealth interventions.25 26 32 38 One study comparing an individualised ICT delivered CR with hospital-based CR produced the highest ICER estimate identified across all of the studies ($588 734 per QALY).26 However, authors noted that in real life, increasing patient numbers may increase economies of scale and reduce costs. The remaining studies compared telehealth rehabilitation packages that tracked health and exercise statistics.25 32 38 All studies concluded that telehealth interventions considered were cost-effective (from dominant to $24 385 per QALY). Estimates of the probability of cost-effective were very different; in one study this ranged between 46% and 53% indicating substantial uncertainty, whereas in the other study it was between 72% and 90%.25 38

Other studies

Distribution of CR over longer or shorter time frames was the focus of one study, which found that a 12-month programme was dominant and cost-effective in over 60% of cases versus 3 months.33 This was the only study to look at results in different subgroups, finding that the 12-month CR was cost-effective for patients with lower risks of disease progression and for female patients, whereas 3-month CR was cost-effective for high-risk patients and for male patients. Two studies compared CR settings; no significant differences were found between home-based and hospital-based CR, but outpatient CR was found to be cost-effective than inpatient CR.27 28 The two studies on psychological therapy had very different findings, likely due to the wide variation in intervention type: with one study identifying a home-based cognitive–behavioural programme to be cost-effective in the majority of cases versus usual care (67%) and the other finding that learning and coping education strategies to be cost-effective in only 29% of the time.29 40

Discussion

This review evaluates the cost-effectiveness of CR in the modern era providing a fresh evidence base for policy-makers. The majority of studies concluded that CR was cost-effective versus no CR, but there was more variation in the results of studies focusing on single components or delivery of CR. Exercise intervention in CR appears cost-effective, though uncertainty was high. Evidence for psychological intervention was limited and varied. Telehealth was the focus of recently published papers and the evidence found is in alignment with the wider literature; although there is evidence of cost-effectiveness, larger, robust studies are needed to strengthen conclusions46 47 48. There is also the likelihood that telehealth results in a real-world setting may be very different; for example, economics of scale may reduce costs, patients may adhere to the technologies differently and for uncertain lengths of time.

Key drivers of cost-effectiveness were risk of subsequent events and hospitalisation, hospitalisation and intervention costs, and utilities. Only one study considered results by subgroups: identifying differences according to gender, referral reason and cardiac risk.33 Given the variation in patients referred to CR, this suggests not all patients should be treated in the same way. All studies had limitations including uncertainty, sample sizes and data sources. Combined with heterogeneity across methods, population and settings, the evidence is uncertain.

Our review took a different approach in terms of study inclusion to previous reviews, focusing on full economic evaluations across all CR groups, intervention types and settings. Although previous reviews found evidence to support the cost-effectiveness of CR intervention, this included the use of data from the 1980s to 1990s which struggles to speak to the challenges of healthcare commissioning in the modern era of cardiology.6 7 Similar to our review, authors noted that evidence was limited by study quality, variation in CR design/delivery and uncertainty.6 7

This review is subject to limitations. It was limited to English-language articles, introducing a risk of bias. Searches did not include the grey literature, therefore may be less likely to identify studies with uncertain or negative findings.49 The evidence base should be re-evaluated over time as new papers are published.

This review highlights specific areas for subsequent studies to investigate and address, particularly uncertainty due to study design and data, definitions for standard care and subgroup analyses. The review also indicates a paucity of evidence in low/middle-income countries, despite 80% of cardiovascular-related deaths occurring in these countries.50 Finally, despite evidence linking symptoms of anxiety and depression to repeat events and mortality, psychological interventions were the least common component of CR considered and results were mixed. Future research is needed to determine whether and what forms of psychological therapy could be cost-effective in CR. This should be prioritised given recent calls for closer integration of psychological and physical health outcomes.51

References

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Footnotes

  • Contributors GES, AW, LMD formulated the search questions, GES and DB conducted the literature search with oversight from LMD. GES wrote the first draft of the manuscript. DB, AW, PD, AH and LMD contributed to the final writing of the paper. AW is the chief investigator.

  • Funding This publication summarises independent research funded by the National Institute for Health Research (NIHR) under its Programme Grants for Applied Research Programme (grant reference no RP-PG-1211-20011).

  • Disclaimer The views expressed are those of the authors and not necessarily those of the NHS, the NIHR or the Department of Health.

  • Competing interests None declared.

  • Patient consent Not required.

  • Provenance and peer review Not commissioned; externally peer reviewed.

  • Data sharing statement Search terms used for this study are provided as supplementary information accompanying this paper. The drummond critical appraisal checklists are also included in the supplementary material. Researchers may request the full data extraction tables in full by contacting the corresponding author.

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