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Med. J. Cairo Univ., Vol. 79, No.

1, June 211-218, 2011


www.medicaljournalofcairouniversity.com

Factors Affecting Compliance of Diabetic Patients toward


Therapeutic Management
NADIA M. TAHA, D.N.Sc.*; MAGDA ABD EL-AZEAZ, D.N.Sc.** and BAHIA G. ABD EL-RAZIK, M.Sc.***
The Department of Medical-Surgical Nursing, Faculty of Nursing, Zagazig*, Ain Shams**, and Mansoura*** Universities

Abstract to diet and exercise. Further research is needed to develop


and refine interventions to improve compliance of diabetic
Background: The increasing prevalence of diabetes mel- patients and to assess the effectiveness of removing perceived
litus, the emergence of diabetes complications as a cause of barriers on their compliance.
early morbidity and mortality, and the enormous and mounting
burden on health care systems make diabetes a priority health Key Words: Diabetes mellitus Compliance.
concern. The main goals of diabetes care are good metabolic
control, and minimization of complications. These are affected
by patient compliance, which is the extent to which a persons Introduction
behavior coincides with medical or other health care regimen.
The aim of this study was to assess factors affecting compliance DIABETES Mellitus (DM) is a group of metabolic
of diabetic patients toward therapeutic management and diseases characterized by elevated level of glucose
providing guidelines for the patients to improve their compli-
ance toward therapeutic management. Research questions:
resulting from defects in insulin secretion, insulin
What are the factors affecting compliance of diabetic patients? action, or both American Diabetes Association, [1] .
What is the relationship between diabetic complications and It is one of the most prevalent non-communicable
patient compliance? diseases, and its epidemic proportion has placed
it at the forefront of public health challenges cur-
Subjects and Methods: A descriptive correlational design
was used to conduct this study. The Subjects a sample of 80
rently facing the world [2] . Studies point to dramatic
patients with type 2 diabetes mellitus, (23 males and 57 increase in diabetes rates during the last decade
females). The study was carried out at outpatient clinic in all over the world, in both developed and develop-
Zagazig University Hospital. Tools for data collection included ing countries. It poses a great burden on individuals,
a questionnaire interview sheet, to assess the factors affecting health care system, and societies in all countries
their compliance to treatment regimens of diabetic patients.
[3,4] . The World Health Organization (WHO) pro-
Results: The study results revealed that, most of diabetic jected about 299 million cases of DM by the year
patients had unsatisfactory knowledge scores about the disease 2025 [5,6] .
and its treatment regimen. But despite of their poor knowledge,
they had inadequate compliance scores. There were a highly Diabetes mellitus is classified into two main
statistical significant positive correlation between knowledge
and compliance of the study sample.
subtypes, namely type-1 or insulin dependent DM
and type-2 or non-insulin dependent DM [7] . Type-
Conclusion and Recommendations: The study concluded 1 occurs most commonly in children and adoles-
that most type-2 diabetic patients in the study setting have cents and is characterized by beta cell failure and
inadequate compliance and unsatisfactory knowledge regarding treated by insulin. In type-2, patients are often
management of DM. Compliance is influenced by patients'
income, disease characteristics, perceived barriers, as well as overweight, older than 30 years of age, over-
knowledge. The low compliance is reflected in high prevalence produce insulin, have a receptor site defect, and
of obesity, DM complications, and high blood sugar levels. are treated with oral hypoglycemic agents [8] .
Therefore, patient compliance needs to be improved through
patient teaching program especially targeting vulnerable The main goals of diabetes care are good met-
diabetic patients and their families. Additionally, the barriers
abolic control, and minimization of complications
perceived by these patients need to be addressed, especially
the costs of investigations, and the physical barriers related [9] . These are affected by patient compliance, which
is the extent to which a persons behavior coincides
Correspondence to: Prof. Nadia M. Taha, The Department of with medical or other health care regimen. Clinical
Medical-Surgical Nursing, Faculty of Nursing, Zagazig experience indicates that no improvement of met-
University, dr_nadya_mohamed@yahoo.com . abolic control is possible without patient compli-

211
212 Factors Affecting Compliance of Diabetic Patients

ance. Thus, despite the availability of effective Subjects and Methods


methods of treatment, 50% of diabetic patients fail
to achieve satisfactory glycemic control, which Study design: A descriptive correlational design
leads to accelerated development of complications was used to conduct this study.
and increased mortality [10] .
Setting: The study was conducted at the outpa-
Patient's compliance can be measured by the tient clinics in Zagazig University Hospital from
accuracy, regularity and willingness he/she dem- Sep. 2008 - Feb. 2009.
onstrates in execution of the prescribed therapeutic
regimen in terms of taking medications, following Subjects: A convenience sample of 80 patients
diet, keeping appointments, and executing other with type-2 diabetes mellitus was recruited from
lifestyle changes [11] . Many causes may underlie the study. The sample included 23 males and 57
poor compliance. These include forgetfulness, poor females from the outpatient clinics. The only in-
rapport with physician, few symptoms, concomitant clusion criterion was being diagnosed as having
chronic illness, perceived lack of effect, real or type-2 diabetes for at least one year.
perceived side-effects, unclear instructions or
purpose of treatment. They may also involve phys- Tools for data collection: An interview ques-
ical difficulties such as opening medicine contain- tionnaire sheet was used. It consisted of five parts.
ers, handling small tablets, swallowing difficulties,
and travel to place of treatment [12] . The first part was concerned with patients' socio-
demographic data as age, sex, marital status,
Although WHO recently recorded priority status educational status, residence, occupation, and
to diabetes mellitus, many public health planners monthly income. It also included details of the
remain largely unaware of its magnitude and the diabetes disease such as duration, mode of dis-
seriousness of its complications. Of equal conse- covery, symptoms, and history of complications.
quence, there are increasing prevalence rates of
the disease and its long-term costs for both patients The second part included 27 multiple choice and
and the health sector [2] . open ended questions about knowledge regarding
diabetes, complications, and different manage-
Significance of the study: ment strategies. For each item, a correct response
was scored 1 and the incorrect zero. The scores
Diabetes mellitus is a chronic illness requiring
were summed-up and the total divided by the
a lifetime of special self-management behavior.
number of the items, giving a mean score for the
Because diet, physical exercise, and physical and
part. These scores were converted into a percent
emotional stress can affect diabetic control, patients
score, and means and standard deviations were
must learn to balance these factors. Diabetic patients
computed. Knowledge was considered satisfactory
must learn daily self-care skills to avoid fluctuations
in blood glucose levels. They must be knowledge- if the percent score was 50% or more and unsat-
able about nutrition, exercise, preventive strategies, isfactory if less than 50%.
and medication adjustment. Given the increasing The third part was composed of 31 multiple
incidence of DM, its chronic nature with no cure, choice and open ended questions to determine
and the associated potential complications, the patients' compliance to different regimens as self-
purpose of this study is assess factors affecting care, medication, exercise, follow-up, and self-
compliance of diabetic patients toward therapeutic testing. The items reported to be done were scored
management and providing guidelines for the pa-
1 and the items not done were scored 0. For
tients to improve their compliance toward thera-
each area, the scores of the items were summed-
peutic management.
up and the total divided by the number of the
Aim of the study: items, giving a mean score for the part. These
scores were converted into a percent score. The
The aim of this study is to assess factors affect- compliance was considered adequate if the percent
ing compliance of diabetic patients toward thera- score was 60% or more and inadequate if less
peutic management and providing guidelines for than 60%.
the patients to improve their compliance toward
therapeutic management. The research questions The fourth part was intended to identify the
are; what are the factors affecting compliance of barriers to the compliance. It included four ques-
diabetic patients? Is there any relationship between tions to determine the factors (physical, psycho-
diabetic complications and patient compliance? logical, financial, or lack of knowledge) that the
Nadia M. Taha, et al. 213

patient considered as barriers to compliance to rural areas (68.8%), and with sufficient income
different treatment regimens including diet, ex- (63.8%).
ercise, medication use, and monitoring blood
glucose level. Regarding the characteristics of DM, Table (2)
illustrates that in more than two thirds (71.2%) of
The fifth part was for recording patient's weight, the patients, the duration of the disease was five
height, and the results of random blood glucose years or more, with mean SD 9.2 6.6 years.
test. Diabetes was mostly discovered by symptoms
(66.2%). About two thirds or more of the patients
The study tool was developed by the research- had symptoms (66.2%), complications (81.3%),
ers. Its content validity was established by a panel and history of hypo (72.5%) and hyperglycemia
of five experts in medical-surgical nursing who (90.0%). Moreover, only 8.8% of them had normal
reviewed the instrument for clarity, relevance, body mass index (BMI), and more than half (52.5%)
comprehensiveness, understandability, applicability, had elevated random blood sugar.
and ease for administration. Minor modifications
were required. The tool was then pilot-tested on Table (3) demonstrates that more than half of
15 patients from the study settings to test its appli- the patients (56.3%) had inadequate total compli-
cability and determine the time needed for its ance to diabetes management. The highest compli-
filling. According to the answers and comments ance was with follow-up (88.8%), and with hypo
of the patients, the researchers modified some of (70.0%) and hyperglycemia (73.8%). On the other
the questions. The time needed to fill the form hand, the lowest compliance was with self-care
ranged between 30 and 45 minutes according to activities (17.5%), and self-testing (36.3%). Pa-
patient's condition and level of understanding. tients' knowledge about diabetes was even lower,
with only 28.8% reaching satisfactory level.
Field work: An official permission was obtained
from the Director of outpatient clinics in Zagazig A description of the barriers to compliance
University Hospital to facilitate data collection. A reported by patients is presented in Table (4). It
sample of 80 patients was recruited during the indicates that most barriers were related to inves-
period from September 2008 till the end of February tigations and medications. The most commonly
2009. The aim of the study and components of the reported category of barriers were the physical
tools were explained to the patients before the ones regarding diet (31.3%), medication (68.8%),
beginning of data collection to obtain their verbal and exercise (55.0%). As for investigations, the
consent to participate. They were assured that the most commonly reported barrier was the financial
information collected would be treated confiden- one (75.0%).
tially and would be used only for the purpose of
the study. After completing the interview, assess- Table (5) displays the relation between patients'
ment of the health status was done through mea- compliance and their socio-demographic charac-
suring patient's weight, height. A random blood teristics. It can be noticed that the only relation of
sugar test was carried out. statistical significance was with income (p=0.04).
It is evident that more than half of the patients
Statistical analysis: with sufficient income had adequate compliance
Data entry and statistical analysis were done (58.6%), compared to 35.3% of those with sufficient
using SPSS 14.0 statistical software package. income.
Qualitative categorical variables were compared
using chi-square test. Whenever the expected values Table (6) points to statistically significant re-
in one or more of the cells in a 2x2 tables was less lations between patients' compliance and their
than 5, fisher exact test was used instead. Statistical disease discovery mode (p=0.02), history of hy-
significance was considered at p-value <0.05. poglycemia (p=0.005), hyperglycemia (p=0.008),
as well as their perception of barriers related to
Results diet (p=0.006), and their knowledge (p=0.003). As
indicated in the table, compliance was higher
Eighty patients participated in this study. As among those discovered by symptoms, those with
Table (1) shows, more than two thirds of them positive history of hypo or hyperglycemia, and
(71.2%) were females, and their age ranged between with satisfactory knowledge. On the other had, the
30 and 75 years. More than half of the patients compliance was lower among those who had bar-
were illiterate (52.5%), unemployed (70.0%), from riers related to diet.
214 Factors Affecting Compliance of Diabetic Patients

Table (1): Socio-demographic characteristics of patients in Table (3): Compliance to diabetes management and knowledge
the study sample (n=80). among patients in the study sample (n=80).

Items Frequency Percent Items Frequency Percent

Age (years): Compliance with therapeutic


<50 34 42.5
plans regarding:
50+ 46 57.5
Range 30.0-75.0 Hypoglycemia 56 70.0
Mean SD 51.0 10.0
Hyperglycemia 59 73.8
Sex:
Investigations (self-testing) 29 36.3
Male 23 28.8
Female 57 71.2 Medications intake 42 52.5
Marital status: Self-care activities 14 17.5
Single 18 22.5
Married 62 77.5 Follow-up 71 88.8

Residence: Total compliance:


Urban 25 31.2
Rural 55 68.8 Adequate 35 43.7

Education: Inadequate 45 56.3


Illiterate 42 52.5
Educated 38 47.5 Total knowledge:
Secondary 25 31.2 Satisfactory 23 28.8
University 13 16.3
Unsatisfactory 57 71.2
Job status:
Unemployed 56 70.0
Working 24 30.0 Table (4): Barriers to compliance to diabetes management
among patients in the study sample (n=80).
Income:
Sufficient 51 63.8 Barriers to compliance with: Frequency Percent
Insufficient 29 36.2
Diet:
Table (2): Characteristics of diabetic illness among patients None 20 25.0
in the study sample (n=80). Financial 5 6.2
Items Frequency Percent Physical 25 31.3
Psychological 16 20.0
Duration of DM (years):
<5 23 28.8 Lack of knowledge 14 17.5
5+ 57 71.2
Medication:
Range 1-30
MeanSD 9.26.6 None 7 8.8
Financial 1 1.2
Discovery mode:
By symptoms 53 66.2 Physical 55 68.8
By chance 27 33.8 Psychological 15 18.7
Lack of knowledge 2 2.5
Have:
Symptoms 53 66.2 Investigations:
Complications 65 81.3
None 5 6.3
Positive history of hypoglycemia 58 72.5
Positive history of hyperglycemia 72 90.0 Financial 60 75.0
Physical 15 18.7
BMI:
Normal (<25) 7 8.8 Exercise:
Overweight (25-<30) 23 28.7 11.2
None 9
Obese (30+) 50 62.5
Financial 5 6.3
Random blood sugar: Physical 44 55.0
<200 38 47.5
Psychological 22 27.5
200+ 42 52.5
Nadia M. Taha, et al. 215

Table (5): Relation between patients' compliance and their socio-demographic characteristics.
Compliance
X2
Adequate Inadequate p-value
Test
No. % No. %
Age (years):
<50 14 41.2 20 58.8
50+ 21 45.7 25 54.3 0.16 0.69
Sex:
Male 9 39.1 14 60.9
Female 26 45.6 31 54.4 0.28 0.60
Marital status:
Single 8 44.4 10 55.6
Married 27 43.5 35 56.5 0.00 0.95
Residence:
Urban 12 48.0 13 52.0
Rural 23 41.8 32 58.2 0.27 0.61
Education:
Illiterate 17 40.5 25 59.5
Educated 18 47.4 20 52.6 0.39 0.53
Job status:
Unemployed 22 39.3 34 60.7
Working 13 54.2 11 45.8 1.51 0.22
Income:
Sufficient 18 35.3 33 64.7
Insufficient 17 58.6 12 41.4 4.09 0.04*
(*) Statistically significant at p<0.05.

Table (6): Relation between patients' compliance and their disease characteristics, perception
of barriers, and knowledge.
Compliance
X2
Adequate Inadequate p-value
Test
No. % No. %
Duration of DM (years):
<5 8 34.8 15 65.2
5+ 27 47.4 30 52.6 1.05 0.30
Discovery mode:
By symptoms 28 52.8 25 47.2
By chance 7 25.9 20 74.1 5.26 0.02*
Have complications:
No 6 40.0 9 60.0
Yes 29 44.6 36 55.4 0.11 0.75
History of hypoglycemia:
No 4 18.2 18 81.8
Yes 31 53.4 27 46.6 8.06 0.005*
History of hyperglycemia:
No 0 0.0 8 100.0
Yes 35 48.6 37 51.4 Fisher 0.008*
Barriers related to diet:
No 14 70.0 6 30.0
Yes 21 35.0 39 65.0 7.47 0.006*
Barriers related to medication:
No 3 42.9 4 57.1
Yes 32 43.8 41 56.2 Fisher 1.00
Barriers related to investigations:
No 2 40.0 3 60.0
Yes 33 44.0 42 56.0 Fisher 1.00
Barriers related to exercise:
No 4 44.4 5 55.6
Yes 31 43.7 40 56.3 Fisher 1.00
Total knowledge:
Satisfactory 16 69.6 7 30.4
Unsatisfactory 19 33.3 38 66.7 8.74 0.003*
(*) Statistically significant at p<0.05.
216 Factors Affecting Compliance of Diabetic Patients

Discussion areas may explain the high perception of physical


barriers related to exercise, as they may find more
The findings of the current study pointed out
difficulties in walking, running or swimming. They
to the low level of adequate compliance among
diabetic patients, with many physical and financial may also perceive house chores as an alternative
barriers. Their compliance is related to their income, of true physical exercise as reported by Ross, et
mode of discovery of the disease, history of hypo al. [18] and Elaine, et al. [19] . Additionally, the great
or hyperglycemia, diet-related barriers, and level majority of them were either overweight or obese,
of knowledge about the disease. This low compli- which could be an outcome of lack of exercise, or
ance was reflected on the lack of control of diabetes a factor discouraging exercise. In agreement with
among them as implied by the high percentages of this, Jin J., et al. [20] found that patients with high
complications, obesity, and high random blood BMI scored lower in their perceived compliance
sugar levels. to self-care and self-care abilities, and were more
likely to perceive physical disabilities and barriers
The compliance of the patients in the present to exercise.
study was very variable. It was high in certain
areas as follow-up, hypoglycemia and hyperglyce- The only factor that constituted a financial
mia. The high compliance to follow-up is certainly barrier to patients' compliance in the current study
attributed to obtaining the medications from the was that of investigations. The majority of them
study setting. On the contrary, their compliance perceived this barrier, which might be attributed
with self-care activities as diet, exercise, and per- to the high cost of such investigations that might
forming self-testing was low. This reflects a low not be available at the study setting. The cost of
level of health behavior, which is expected in a investigations was found to be an important com-
sample of patients with high percentage of illiteracy. ponent of the direct costs of care for diabetic
In accordance with this, Rena, et al. [13] and patients [21] . Therefore, home monitoring of blood
Sweileh, et al. [14] confirmed that illiteracy does glucose with proper diabetes education was rec-
negatively affect diabetic patients knowledge and ommended as a cost-effective approach in devel-
compliance. Similarly, Abdel Hamid [15] reported oping countries such as Bangladesh [22] .
that the educated patients usually pay more attention
to follow the best lifestyle by selecting healthy According to the present study findings, patients
food and maintaining physical activity. Further- with insufficient income tended to be less compliant
more, Hassanein [16] found that the majority of to diabetic management, compared to those with
studied diabetic patients were not performing urine sufficient income. This might be explained by the
self-testing as in the present study. fact that higher income patients have more potential
to consume more food, especially sweets and can-
The barriers identified in the current study were dies; such items may not be available to those with
mostly physical and financial ones. The physical insufficient income. In support of this explanation,
ones were related to diet, exercise, and medications. studies demonstrated a positive relation between
These barriers are commensurate with the generally obesity and socio-economic level (Moore, et al.,
low socio-economic characteristics of the patients [23,24] ). Moreover, Teresa, et al. [25] mentioned
in the study sample, where most of them were that people with higher socioeconomic levels are
illiterate, unemployed, and from rural areas. They more likely to develop type-2 diabetes.
may perceive more difficulties in following dietary
and medication regimens for a long-term disease The present study also demonstrated that a
as DM. Meanwhile, the barrier that had the most positive history of hypo or hyperglycemia had a
significant impact on compliance of the patients positive influence on patients' compliance. This
in the present study was that related to diet. In might be explained by that such experience is
congruence with these findings, dietary adherence dreadful to the patient so that he/she would do
has been consistently viewed as the most difficult anything to avoid its recurrence. This is further
aspect of the diabetes regimen Toljamo and Hen- confirmed by the finding that patients' compliance
tinen, [9] . On the same line, O'Rahilly [17] high- was generally high regarding the guidelines related
lighted that patient's compliance and subsequent to hypo and hyperglycemia.
glycemic control are markedly influenced by bar-
riers related to dietary habits, lifestyle, and treat- Knowledge was also found to be positively
ment regimens. related to patient's compliance to diabetes manage-
ment. This is quite plausible since the lack of infor-
Also, the fact that more than two thirds of the mation is a major factor underlying lack of com-
present study sample are women and from rural pliance. In agreement with this, Shah, et al. [26]
Nadia M. Taha, et al. 217

found that higher knowledge scores in a group of Time Continuous Glucose Sensor: A Randomized Con-
type-2 diabetic patients was associated with better trolled Trial. Diabetes Care, 29: 44-50, 2006.
glycemic control. On the same line, Aslam and 9- TOLJAMO M. and HENTINEN M.: Adherence to Self
Habib [27] emphasized that DM is a disease that Care and Social Support. Journal of Clinical Nursing, 10
requires continuing medical care and education to (5): 618-27, 2001.
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tions. abetic Agents on the Compliance and Biochemical Control
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Conclusion and Recommendations: 2005.
The results drawn from this study lead to the 11- SOLIMAN H.: Barriers of Compliance among Hyperten-
conclusion that most type-2 diabetic patients in sive Patients to the Prescribed Therapeutic Regimen.
the study setting have inadequate compliance and Unpublished Thesis, Mater Degree. Faculty of Nursing,
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