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Rheumatology 2016;55:861–868

RHEUMATOLOGY doi:10.1093/rheumatology/kev428
Advance Access publication 11 January 2016

Original article
Risk of work loss due to illness or disability in

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patients with osteoarthritis: a population-based
cohort study
Behnam Sharif1, Rochelle Garner2, Claudia Sanmartin2, William M. Flanagan2,
Deirdre Hennessy2 and Deborah A. Marshall1

Abstract
Objectives. To estimate the risk of work loss due to illness or disability in a cohort of employed persons
with OA compared with matched non-OA individuals.
Methods. We performed a population-based cohort analysis using the last six cycles of the Canadian
longitudinal National Population Health Survey from 2000 to 2010. OA cases and up to four age- and sex-
matched non-OA individuals were selected. Discrete time hazard regression models were used to esti-
mate the hazard of work loss due to illness or disability. To analyse the effect of a self-reported OA
measure on the outcome, we performed a sensitivity analyses for case selection.
Results. From 7273 employed individuals between the ages of 20 and 70 years in the National Population
Health Survey, 659 OA cases were selected and matched to 2144 non-OA individuals. The proportion of
OA cases who experienced work loss due to illness or disability during the follow-up period was 12.6%,
compared with 9.3% for non-OA individuals (P < 0.001). OA cases had a 90% [hazard ratio (HR) 1.90
(95% CI 1.36, 3.23)] higher hazard of work loss due to illness or disability compared with their matched
non-OA individuals after adjusting for sociodemographic, health and work-related status. The adjusted
HRs were 1.61 (95% CI 1.13, 2.30) and 2.04 (95% CI 1.74, 4.75) for females and males, respectively.
Conclusion. OA is independently associated with an increased risk of work loss due to illness or disability.

CLINICAL
SCIENCE
Given the high prevalence of OA in the population of working age, future research may wish to investigate
ways to improve occupational participation among OA patients.
Key words: osteoarthritis, work disability, epidemiology, workforce, cohort study

Rheumatology key messages


. OA is independently associated with an increased risk of work loss due to illness or disability.
. Risk of work loss due to illness or disability is higher among OA compared with non-OA cases for both males and
females.
. This study highlights the importance of investigating approaches to improve occupational participation in the OA
population.

Introduction
1
Department of Community Health Sciences, Faculty of Medicine,
University of Calgary, Calgary, Alberta and 2Health Analysis Division, OA is one of the leading causes of chronic pain and mo-
Statistics Canada, Ottawa, Ontario, Canada bility limitations [1, 2] and is the fastest-growing cause of
Submitted 28 July 2015; revised version accepted 23 November 2015 disability worldwide [3]. The onset of OA starts at an age
Correspondence to: Behnam Sharif, Department of Community Health when people are still working [5, 6] and it has been shown
Sciences, Faculty of Medicine, University of Calgary, 3280 Hospital
Drive NW, Calgary, AB, Canada T2N 4Z6. that OA is strongly associated with reduced productivity
E-mail: behnam.sharif@ucalgary.ca and increased healthcare resource utilization among

! The Author 2016. Published by Oxford University Press on behalf of the British Society for Rheumatology. All rights reserved. For Permissions, please email: journals.permissions@oup.com
Behnam Sharif et al.

workforce participants [4–8]. OA symptoms such as pain, security clearance and take the Statistics Canada oath
disturbance of sleep and stiffness may impair occupa- in order to use confidential data files. This study did not
tional performance not only among those with physically require ethical approval.
demanding jobs but also in non-manual office workers [9].
While the effect of OA on productivity loss at work [10] Study sample
and short-term sick leave [7, 11] has been established, the The main explanatory variable was self-reported doctor-

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association between OA and work loss is not as clear [12]. diagnosed OA. We sampled from those between 20 and
Work loss due to illness or disability can be manifested as 70 years of age who were employed at the selection cycle.
long-term sick leave leading to unemployment [13]. Those The selection cycle was defined as the cycle in which OA
OA patients who become unemployed may find new jobs, cases were first identified; it could be the baseline for
or it can eventually lead them to move out of the work-
those who reported OA at baseline or any follow-up
force [13–15]. Harris and Coggon [9] described several
cycle for respondents reporting OA for the first time. For
studies that reported work loss among end-stage hip
the current analysis, a respondent was identified as an OA
OA patients. In addition, Sayre et al. [18] described that
case if they reported OA in at least two cycles, that is, the
among 688 OA patients who were selected from the ad-
selection cycle and at least one follow-up cycle. The non-
ministrative data registry in British Columbia, Canada,
exposed population was NPHS respondents who did not
32% had ceased employment due to OA. There is wide
report OA in any survey cycle and were employed in the
variation among current estimates of the effect of OA
selection cycle.
on work loss, as the majority of previous studies lacked
All non-OA individuals were matched to OA cases ac-
appropriate non-OA controls [16–18] or did not control for
cording to the selection cycle, sex and age (within 5 years
potential confounding factors [14].
of the cases). For each OA case, we sampled up to four
While the majority of studies investigated the associ-
age- and sex-matched non-OA individuals. Matching on
ation of OA and employment [5, 9, 18, 19] using cross-
the selection cycle was performed to maintain a balanced
sectional data [9, 18], few recent studies have examined
follow-up time among the exposed and non-exposed
the specific association of OA and work loss using longi-
population. Matching on age and sex was performed to
tudinal data [14, 15]. In a population-based cohort study,
reduce selection bias due to the limited follow-up time
Hubertsson et al. [14] showed that working age individuals
(e.g. length-time bias) [21]. However, we have also ad-
with knee OA had almost twice the rate of (long-term) sick
justed for both age and sex in the analysis stage due to
leave compared with the general population. In another
differential rates of loss to follow-up in our study [21, 22].
cohort study, Wilkie et al. [15] indicated a significant dif-
ference among those who were off work due to sickness
Measures
[15]. However, none of these studies established OA as an
independent risk factor for work loss, and it is not clear if In the NPHS, respondents who were unemployed or out of
the higher rates between OA and non-OA individuals are the workforce were asked the reason they were not work-
due to the differences in sociodemographic, health status ing. Response options were their own illness/disability,
or other possible confounders. In this study, we evaluated permanently unable to work, retirement, caring for chil-
the association of OA and work loss due to illness or dren, care for a family member, pregnancy, vacation,
disability in a population-based cohort design. labour dispute, seasonal or temporary layoff, casual job,
believes no work available, work schedule and educa-
Methods tional leave [20]. The outcome measure for our study
was work loss due to illness/disability and includes
The Canadian National Population Health Survey (NPHS) those who reported being unemployed due to their own
is a longitudinal survey administered by Statistics Canada illness/disability and those who reported being perman-
that interviewed the same group of 17 276 Canadian ently unable to work. The latter group is defined as
individuals every 2 years from 1994 to 2010. The survey those experiencing work loss due to illness/disability
collects information on health as well as the factors that who are unable to work permanently in their job category.
can have an influence on health [20]. We used six cycles The outcome has been evaluated for a maximum of five
of NPHS from cycle 4 (2000–1) to cycle 9 (2010–11). Cycle follow-up periods according to the selection cycle.
4 was the first NPHS cycle to include a question on arth- Covariate selection was based on the literature that
ritis type, that is, OA, RA or other types, and individuals investigated work loss due to illness or disability [23,
were asked if they had doctor-diagnosed OA in any site, 24]. Among the covariates first selected, only those with
that is, OA of the hip, knee, spine or other joints. All sur- P < 0.1 in univariate analyses were included in the final
veys conducted by Statistics Canada, including NPHS model [25]. Therefore, education level and work strain
used in this study, employ informed consent and have were not included in the final model. In addition to OA
gone through a review process prior to implementation status, sociodemographic status (age, sex, children,
[20]. The use of confidential survey data collected by marriage, income adequacy), health status (BMI, chronic
Statistics Canada was carried out in the Statistics conditions) and work stress were selected.
Canada Health Analysis Division under stringent proced- The presence of chronic conditions was based on self-
ures for disclosure analysis to ensure that no individual reports of doctor-diagnosed conditions. The number of
can be identified. Members of the research team received chronic conditions was summed across a standard list

862 www.rheumatology.oxfordjournals.org
Risk of work loss due to illness among OA patients

of high-prevalence chronic diseases [26]: high blood calculated hazard ratios (HRs) of work loss due to illness
pressure, arthritis (other than OA), back problems, eye or disability for each scenario. Comparison of results
problems, heart disease, osteoporosis, diabetes, urinary across different scenarios would indicate the sensitivity
incontinency, chronic obstructive pulmonary disease, of the outcome with regard to the self-reported measure
bowel disorder and stroke. The number of chronic condi- of OA.
tions was categorized as zero, one or two or more condi-

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tions. The work stress variable was a continuous measure Results
from 0 to 48 and was calculated based on a 12-item index
selected from a larger pool of items from a validated From the total sample size of 17 276 longitudinal respond-
Karasek work stress model [27–29]. This measure reflects ents in the NPHS, 659 respondents reported OA at least
respondents’ perceptions about various dimensions of twice during follow-up and were employed at their first
their work, including physical effort required at their job report of OA (the base case selection scenario). The
[28]. According to the tertiles for the distribution of the job total number of matched non-OA individuals was 2144.
stress variable, we categorized work stress into three Supplementary Figure S1 (available at Rheumatology
levels: low (0–16), medium (17–20) and high (21–48). BMI Online) illustrates the process of case selection and
was based on self-reported height and weight and obesity matching. OA and non-OA individuals were similar in
was defined as a BMI 530 kg/m2. Income adequacy is a terms of age and sex, but differed on all other covariates
measure that examines total household income relative to (Table 1). OA cases were more likely to be obese and less
the number of people that the income supports [20]. likely to be married/common-law or to have children <12
years of age living in their household compared with non-
Statistical analysis OA individuals. The distribution of the number of chronic
conditions, work stress levels and income adequacy also
Differences in the prevalence of covariates for OA and
differed between OA cases and non-OA controls.
non-OA individuals were assessed using chi-square and
A greater proportion of OA cases experienced work loss
t-tests. For the multivariate model, we used a discrete
due to illness or disability during follow-up (12.6%)
time hazard model [30] with a complementary log–log
compared with non-OA individuals (9.3%), as shown in
link function with a linear hazard function. The proportion-
Table 2. A greater proportion of OA cases (30.3%) than
ality assumptions were assessed by interacting each cov-
non-OA individuals (24.6%) were censored as a result of
ariate with time: all interactions were non-significant
work loss due to reasons other than illness or disability.
(P > 0.05), indicating that all covariates upheld the propor-
In the univariate model, OA cases became unemployed
tionality assumption. Due to the statistically significant
due to illness or disability during the follow-up period at an
interaction between OA and sex, stratified analysis by
HR 3.13 times higher (95% CI 2.03, 4.82) than that of non-
sex was performed. NPHS survey weights were used to
OA individuals.
account for the sample design and adjustments for non-
Table 3 describes the results for the multivariate dis-
response were used to provide estimates representative
crete-time hazard models. The overall goodness of fit
of the Canadian household population. Variances were
was tested by the likelihood ratio test; the null hypothesis
calculated using rescaled weights and bootstrap esti-
for all models with only an intercept has been rejected
mates according to design factors provided by Statistics
(P < 0.001). This indicates the models fit the data well.
Canada. All the statistical analysis was performed in SAS
After adjusting for other covariates in the overall model,
version 9.3 (SAS, Cary, NC, USA).
OA cases experienced work loss due to illness or disability
during the follow-up period at an HR 1.9 times greater than
Sensitivity analysis
that of non-OA individuals (95% CI 1.36, 3.23). Since the
One common cause of information bias in analyses using interaction of sex and OA status was significant in the over-
survey data is the use of self-reported measures [31]. all model (P < 0.05), we performed analyses separately for
Information bias may be present with regard to our main males and females. According to the females-only models,
explanatory variable of self-reported OA. For example, in the HR of work loss due to illness or disability for OA cases
our data, some individuals reported OA in one cycle but was 1.61 (95% CI 1.13, 2.30), while in the males-only model
did not report OA in any follow-up cycles, while some re- it was 2.04 (95% CI 1.74, 4.75) after adjusting for other
ported OA in all follow-up cycles. Therefore, to analyse relevant covariates.
how the use of an OA self-reported measure may affect OA status and income adequacy were significantly
the final results, we defined a base case and five alterna- associated with work loss due to illness or disability
tive case definitions. The base case scenario was defined (Table 3). In the female-only and male-only model, individ-
as self-reported OA in at least two cycles, that is, the se- uals within the high income adequacy group had 83 and
lection cycle and at least one follow-up cycle. The alter- 68% lower HRs, respectively, for the outcome compared
native scenarios were defined according to the with the low income adequacy group. Among women,
percentage of time OA was self-reported by participants; having a chronic condition (for OA cases, this was in add-
scenarios 1–4 were defined based on OA self-reports in at ition to OA) and being obese significantly increased the
least 25, 50, 75 or 100%, respectively, of the follow-up hazard of the outcome, whereas women with children
cycles. In the fifth scenario, we only included those who <12 years old in the household were significantly less
reported OA in two consecutive cycles. We then likely to leave employment due to illness or disability. On

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Behnam Sharif et al.

TABLE 1 Descriptive statistics for OA cases and non-OA stress and marriage were not significantly associated
individualsa with the outcome in any of the multivariate models.
In addition, we calculated the proportion of OA cases
and non-OA individuals who went back to work after they
Non-OA
OA cases individuals P- left their first job; 36% of OA cases went back to work
Cohort Characteristics (n = 659) (n = 2144) value compared with 42.3% of non-OA individuals (P < 0.05).

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OA cases had a lower probability of going back to work
Age, mean (s.d.), years 48.0 (8.8) 48.6 (8.7) 0.25 than non-OA individuals among males (38.9% vs 45.5%,
Sex, % 0.16 P < 0.05) and females (34.1% vs 41.5%, P < 0.05).
Female 59.6 58.1
Male 40.3 41.9
Supplementary Table S1 (available at Rheumatology
Obesity, % <0.001 Online) presents the results of the sensitivity analysis
Non-obese 74.0 82.5 and shows the unadjusted and adjusted HRs of OA
Obese 26.0 17.4 cases vs non-OA individuals in terms of the outcome
Marriage, % 0.008 across different case selection scenarios. While the result-
Married or 73.7 77.1 ing number of cases decreased from scenarios 1 to 4,
common law
Single, divorced, 26.3 23.0 unadjusted and adjusted HR estimates were all significant
widowed and were not statistically different across scenarios.
Children, % <0.001
Having a child 21.4 25.7
<12 years of age
Discussion
Having no children 78.6 74.2
<12 years of age Using the last six cycles of the NPHS from 2000 to 2010,
Work stress, % <0.001 we performed a population-based cohort analysis to esti-
Low 25.5 33.7 mate the HR of work loss due to illness or disability among
Medium 26.0 25.8 initially employed OA cases and non-OA individuals.
High 39.1 26.8 According to our results, for each 2 years of follow-up,
Missing 9.4 13.7 OA cases had a 90% higher HR [1.9 (95% CI 1.36,
Chronic conditions, % <0.001
3.23)] of work loss due to illness or disability compared
No condition 49.8 73.1
One condition 34.9 21.1 with age- and sex-matched non-OA individuals after ad-
Two or more conditions 15.2 5.8 justing for other covariates.
Income adequacy, % In a 2011 systematic review, Bieleman et al. [12] stated
High 6.7 4.5 0.034 that OA could not be proven to be a strong reason for
Middle 50.2 50.0 leaving the workforce through sick leave, as the majority
Low 36.1 35.8 of examined studies were cross-sectional and did not use
Missing 7.0 9.2 appropriate controls. However, recent studies using lon-
gitudinal cohort settings have investigated the effect of
a
All variables are measured at the selection cycle. OA on work loss, including disability pensioning [14],
long-term sick leave [14] and work loss in general [15,
TABLE 2 Outcomes over the follow-up period for OA 32], and reported a strong association between OA and
cases and non-OA individuals from 2000 to 2010 work loss. While our results are comparable to the out-
come of Hubertsson et al. [14] in terms of long-term sick
leave, they did not adjust their results for possible co-
Non-OA
Outcomes and OA cases individuals P- morbidities, sociodemographic or work factors that may
censoring measures (n = 659) (n = 2144) value confound the effect. In another study, Wilkie et al. [15]
used a combined outcome of premature work loss
Unemployed due to 12.6 9.3 <0.01 (PWL) that includes early retirement, unemployment due
illness or disability, % to health or other reasons and reported that incident of
Unemployed due to 7.2 5.0 <0.01
illness, % PWL in adults with OA was 25% over 6 years. While
Permanently unable 5.4 4.3 0.12 Wilkie et al. [15] observed no significant difference in
to work, % PWL between OA and non-OA cases, they reported that
Remained employed, % 50.3 48.7 0.61 OA patients were more likely to be off work due to sick-
Censored, % 37.1 42.0 0.04 ness compared with non-OA individuals (33.8% vs
Died, were institutionalized 6.8 17.4 <0.01
19.1%), which is in accordance with our results.
or lost to follow-up, %
Left employment for 30.3 24.6 0.03 As we have shown in this study, not all individuals who
other reasons, % experience work loss due to illness or disability are per-
manently out of the work force, and a fraction of partici-
pants may come back to work in later years. According to
the other hand, among men, high income adequacy was our results, 36% of the OA population went back to work,
significantly associated with a lower hazard of work loss which was significantly lower than non-OA individuals
due to illness or disability compared with low income ad- among both males and females. This has been shown in
equacy after adjusting for other covariates. Age, work terms of work transitions in other studies; Gignac et al.

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Risk of work loss due to illness among OA patients

TABLE 3 Hazard ratios (95% CIs) from discrete-time hazard models for all individuals (overall model), females-only and
males-only models

Characteristics
measured at Overall model Females-only Males-only
selection cyclea (n = 2803) model (n = 1165) model (n = 1638)

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OA status
OA 1.90 (1.36, 3.23)** 1.61 (1.13, 2.30)** 2.04 (1.74, 4.75)**
Non-OA 1.00 1.00 1.00
Ageb 1.00 (0.97, 1.02) 0.98 (0.94, 1.01) 1.03 (1.00, 1.07)
Sex
Female 0.77 (0.48, 1.24) — —
Male 1.00 — —
BMI
Obesec 1.25 (0.91, 1.72) 1.37 (1.03, 1.83)* 1.23 (0.64, 2.35)
Non-obese 1.00 1.00 1.00
Chronic conditions
1 conditions 1.34 (0.75, 2.41) 1.91 (1.02, 3.57)* 0.93 (0.34, 2.55)
52 conditions 1.42 (0.66, 2.35) 2.89 (1.32, 6.35)** 0.57 (0.07, 4.98)
0 conditions 1.00 1.00 1.00
Childrend
412 years 0.51 (0.23, 1.41) 0.21 (0.07, 0.66)** 1.12 (0.33, 3.73)
>12 years or no children 1.00 1.00 1.00
Marriagee
Married 1.44 (0.89, 2.32) 1.52 (0.82, 2.80) 1.20 (0.49, 2.95)
Single/divorced 1.00 1.00 1.00
Income adequacyf
Low 1.00 1.00 1.00
Middle 0.35 (0.18, 0.68)** 0.25 (0.12, 0.51)*** 0.73 (0.05, 1.80)
High 0.20 (0.08, 0.49)*** 0.17 (0.06, 0.47)*** 0.32 (0.02, 0.90)**
Work stress
Low 1.00 1.00 1.00
Medium 1.18 (0.59, 2.34) 0.76 (0.31, 1.87) 1.03 (0.75, 1.41)
High 1.36 (0.65, 2.84) 1.18 (0.58, 2.41) 1.15 (0.81, 1.65)

a
All covariates were measured at the selection cycle, that is, the cycle in which the OA cases or matched non-OA individuals
were selected. bAge was a continuous variable (between 20 and 70 years). cObesity was defined as BMI >30 kg/m2. dHaving
at least one child <12 years of age vs having no children <12 years. eSingle or divorced or widowed vs married or common-
law. fIncome adequacy is a measure that examines total household income relative to the number of people that the income
supports [22]. *P < 0.05 **P < 0.01 ***P < 0.001.

[13] recruited both RA and OA participants and used a predicting work loss due to health reasons [29], it was
combined measure of work transition score that was not significantly associated with the outcome in our
defined according to changes in employment status and study. Work stress consists of several measures, includ-
type of work [13]. Approximately 76% of all participants ing physical demand of a job and co-worker support,
reported work transitions that were related to subse- which was shown to be a significant factor in predicting
quently making other work transitions or eventually leav- work loss among OA patients [38]. Work stress was sig-
ing the workforce [13]. nificantly higher across OA cases compared with non-OA
We also found a significant interaction between sex and individuals in our univariate model and therefore it was
OA status in our model, which is consistent with findings included in the multivariate model.
in Hubertsson et al. [14], who showed that the relative risk While effective interventions for prevention of work loss
of receiving (long-term) sickness benefits associated with due to disability have been recognized in diseases such
knee OA was higher for males than females [14]. as lower back pain [39] and SLE [40], the association of
Furthermore, our results conform to those of other studies OA and work loss is a relatively new research area and
[33, 34] in terms of the effect of sociodemographic factors there is a paucity in the OA literature in terms of work loss
on work loss. According to our results, those in lower prevention programmes [41]. Identifying which groups are
income adequacy groups have a higher chance of leaving at high risk of work loss due to OA is an important first
their job due to illness among both males and females. step in developing such programmes [35–37]. Wilkie et al.
This may suggest poorer support for lower income groups [15] showed that questions about pain’s interference with
in terms of illness/disability [35–37]. In addition, while work function and workplace support could be used to identify
stress has been shown to be a significant factor in OA patients at risk of work loss. In a study by Gignac et al.

www.rheumatology.oxfordjournals.org 865
Behnam Sharif et al.

[36] of 291 OA and RA patients, they demonstrated that approaches to better sustain employment in the OA
those patients utilizing policies allowing for short-term sick population.
leave, work-at-home arrangements, flexible hours or
modified work schedules had lower rates of job Acknowledgements
disruptions compared with those who did not use these
policies. Future studies need to identify cost-effective The authors would like to thank Dr Jacek Kopec for his

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work interventions among the OA population not only to help and support. The views expressed in this article are
increase their productivity at work, but also to prevent solely those of the authors and do not reflect those of
work loss. Statistics Canada.
Our study was not free of limitations. Our outcome was Funding: This work was supported by Mitacs and a
defined based on work loss due to illness/disability and University of Calgary Eyes High postdoctoral fellowship
not due to OA, as the NPHS questionnaire did not include (10006326).
disease-specific reasons for work loss. However, we con-
trolled for putative confounders including co-morbidities Disclosure statement: D.A.M. has received honoraria and
and other factors in the analysis stage. Therefore our final reimbursement of travel expenses for participating in ad-
results reflect the association between OA and work loss visory boards and presentations (unrelated to any prod-
due to illness or disability after adjusting for other putative uct) from Novartis, Pfizer, AbbVie and Janssen and has
confounders present in our dataset. Furthermore, we used provided ad hoc consulting services regarding health eco-
a self-reported measure for both case selection and other nomics and outcomes research for Optum Insights. All
covariates, which possibly exposed our results to informa- other authors have declared no conflicts of interest.
tion bias. For instance, BMI was calculated based on self-
reported height and weight measures [42]. However, we
performed a sensitivity analysis to evaluate the robust-
Supplementary data
ness of the outcome with regard to case selection. The Supplementary data are available at Rheumatology
sensitivity analysis supports the robustness of the model; Online.
the direction and magnitude of the HRs across OA cases
and non-OA individuals are similar regardless of the scen-
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