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SSM - Qualitative Research in Health 2 (2022) 100042

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SSM - Qualitative Research in Health


journal homepage: www.journals.elsevier.com/ssm-qualitative-research-in-health

Disadvantage and the experience of treatment for multidrug-resistant


tuberculosis (MDR-TB)
Holly A. Taylor a, b, *, David W. Dowdy c, Alexandra R. Searle d, e, Andrea L. Stennett f, g,
Vadim Dukhanin a, Alice A. Zwerling h, Maria W. Merritt d, i
a
Department of Health Policy and Management, Johns Hopkins Bloomberg School of Public Health, 624 N Broadway, Baltimore, MD, 21205, USA
b
Department of Bioethics, Clinical Center, National Institutes of Health, 10 Center Drive, Bldg. 10, Bethesda, MD, 20892, USA
c
Department of Epidemiology, Johns Hopkins Bloomberg School of Public Health, 615 N. Wolfe Street, Baltimore, MD, 21205, USA
d
Department of International Health, Johns Hopkins Bloomberg School of Public Health, 615 N. Wolfe Street, Baltimore, MD, 21205, USA
e
Indiana University Health Methodist Hospital, 1701 N. Senate Avenue, Indianapolis, IN, 46202, USA
f
Department of Mental Health, Johns Hopkins Bloomberg School of Public Health, 624 N Broadway, USA
g
Center for Health Equity Research and Promotion, Pittsburgh VA Medical Center, Pittsburgh, PA, 15240, USA
h
School of Epidemiology and Public Health, University of Ottawa, 600 Peter Morand, Ottawa, ON, K1G 5Z3, Canada
i
Johns Hopkins Berman Institute of Bioethics, 1809 Aslhand Ave, Baltimore MD 21205, USA

A R T I C L E I N F O A B S T R A C T

Keywords: In the present research, we aimed to demonstrate how exploring patients’ treatment experiences may help de-
Disadvantage cision makers better understand and pay attention to social impacts of health interventions. We take multi-drug-
Social Justice resistant tuberculosis (MDR-TB) as a paradigm case of a disease that disproportionately affects people already
Multi-drug Resistant Tuberculosis
living with disadvantage and for which treatment itself is extremely burdensome. We conducted a total of 140 in-
Qualitative Description
South Africa
depth interviews with 53 patients, 56 health care providers, and 31 community members.We found that the
Uganda burdens of MDR-TB treatment described by respondents fell into two categories: those related to managing the
medications (n¼77) and those related to other aspects of completing treatment (n¼52). Respondents also iden-
tified social support (n¼121), access to essential goods and services (n¼74), personal motivation (n¼52), and
patient knowledge about the relationship between treatment completion and potential cure (n¼44) as factors that
may either lighten treatment burdens and facilitate completion or add to treatment burdens and inhibit
completion. When asked specifically about preferences for MDR-TB treatment advances, respondents favored a
shorter course of treatment (n¼52) and fewer pills (n¼51) over fewer side effects (n¼18). According a pattern
analysis applied across the data using the core dimensions of social justice we found that experiencing the side
effects of MDR-TB treatment tends uniformly to erode all three dimensions. Our findings demonstrate how sys-
tematic collection of data about patients’ lived experience can inform decision-making regarding the social im-
pacts of health interventions in at-risk community living with a high-burden of disease from the perspective of
disadvantage.

1. Introduction well (Wolff & de-Shalit, 2007). Ideally, from the standpoint of justice,
decision makers ought to avoid worsening disadvantage in social di-
Some types of health intervention, in the process of restoring people's mensions of well-being when selecting and implementing health inter-
health, can impose major adverse impacts upon social dimensions of their vention programs (Bailey et al., 2015). Adverse social impacts of health
well-being. Such impacts are particularly worrisome for interventions interventions, like isolation and stigma, can harm people's well-being as
intended to address health conditions that disproportionately affect much as clinical consequences like drug side effects that worsen hearing
people already living with disadvantage, in the sense of markedly inse- or kidney function. Moreover, such adverse social impacts of health in-
cure access to many things that help make a person's life in society go terventions may themselves cause harmful health impacts. Isolation, for

* Corresponding author. 10 Center Drive, MSC 1156, Bldg. 10, Room 1C118, Bethesda, MD, USA.
E-mail addresses: holly.taylor2@nih.gov (H.A. Taylor), ddowdy1@jhmi.edu (D.W. Dowdy), asearle1@iuhealth.org (A.R. Searle), als5298@outlook.com
(A.L. Stennett), vdukhan1@jhu.edu (V. Dukhanin), azwerlin@uottawa.ca (A.A. Zwerling), mmerrit2@jhu.edu (M.W. Merritt).

https://doi.org/10.1016/j.ssmqr.2022.100042
Received 29 July 2021; Received in revised form 13 January 2022; Accepted 25 January 2022
Available online 28 January 2022
2667-3215/© 2022 Published by Elsevier Ltd. This is an open access article under the CC BY-NC-ND IGO license (http://creativecommons.org/licenses/by-nc-nd/3.0/
igo/).
H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

instance, may increase the risk of depression, and stigma may discourage South Africa reported that 44% of all patients required modification of
people from completing treatment. Such amplifying downward spirals of their drug regimen due to clinically determined hearing loss (Hong et al.,
setbacks across multiple dimensions of well-being, as illustrated here 2020). A recent meta-analysis of published reports concluded that 52% of
between health and social dimensions, are signal examples of “‘corrosive patients with MDR-TB suffer from depression (Duko et al., 2020). Taking
disadvantage’ (namely, disadvantage the presence of which yields multidrug resistant tuberculosis (MDR-TB) as a paradigmatic example of
further disadvantage)”, a form of disadvantage that warrants “special a disease that disproportionately burdens already-disadvantaged people,
attention” (Wolff & de-Shalit, 2007, p. 10). and for which treatment is itself highly burdensome, we conducted
In the present research, we aimed to demonstrate how exploring qualitative research to understand the experience of people undergoing
patients' treatment experiences can help decision makers better under- MDR-TB treatment in three sub-Saharan African settings where MDR-TB
stand and pay attention to social impacts of health interventions. We take is prevalent. While the prevalence of TB is higher in sub-Saharan Africa
multi-drug-resistant tuberculosis (MDR-TB) as a paradigm case of a dis- than in most other regions of the world owing to the high prevalence of
ease that disproportionately affects people who are already disadvan- HIV in this region, the percentage of people with newly diagnosed TB
taged, and for which treatment itself is extremely burdensome. Our who have MDR-TB in sub-Saharan Africa (2.6%) is similar to the global
analysis identifies several factors – including medication side effects as average (3.3%) (WHO, 2020a).
well as contextual factors like social support for patients – that can in-
fluence the impact of MDR-TB treatment regimens upon disadvantage in 2. Methods
social dimensions of well-being. Our focus is on the MDR-TB treatment
experience, as distinct from the experience of living with MDR-TB dis- 2.1. Overview
ease. We take it as a given that the purpose of MDR-TB treatment is to
restore the health of people living with the disease, with the debilitating Our approach differed from previous qualitative studies on the
symptoms of the disease itself being relieved once treatment is underway. experience of MDR-TB treatment (Box 1) in being explicitly informed by
Our ultimate goal is to inform decision makers’ comparative evaluations a normative framework of social justice (Bailey et al., 2015; Merritt et al.,
of treatment regimens to develop, invest in, and implement, so that they 2018). Based on major points of agreement among leading philosophical
can better protect MDR-TB patients from worsened disadvantage in so- theories, the framework emphasizes guarding against impacts likely to
cial dimensions of well-being as the price of restored health. worsen disadvantage within and across three core dimensions of
well-being (Box 2): agency, the ability to lead one's own life and engage in
1.1. MDR-TB and the experience of MDR-TB treatment: background activities one finds meaningful; association, the ability to have a full range
of desired personal relationships; and respect, the recognition, by others
Tuberculosis (TB) is an airborne disease and (excepting the COVID-19 and oneself, of one's equal moral worth as a person (Bailey et al., 2015,
pandemic) the leading single-agent infectious cause of mortality world- pp. 631–632).1 Accordingly, we designed our approach to data collection
wide (WHO, 2020a). While TB is curable, treatment is burdensome, with the specific research aim of learning what aspects of MDR-TB
requiring six months of daily medications. Unfortunately, nearly 5% of treatment might be most prone to worsen patients' disadvantage as
all new cases of TB worldwide are multidrug-resistant (MDR-TB): that is, experienced within and across these core dimensions of well-being.
resistant to rifampin and isoniazid (both antibiotics), the two most potent We conducted in-depth interviews among three groups of individuals
first-line anti-TB drugs (WHO, 2020b)). MDR-TB is concentrated in most familiar with MDR-TB patients' lived experience: (a) patients being
lower-income countries, and it disproportionately affects groups who treated for MDR-TB themselves (including people living with HIV); (b)
already bear the heaviest burdens of disadvantage. healthcare providers (HCPs) who care for such patients; and (c) members
Patients undergoing MDR-TB treatment must go through a regimen so of communities (CM) where people are living with MDR-TB. HCPs and
physically and psychologically burdensome that many do not complete CMs offered population-based perspectives on experiences of patients
it. Historically, treatment for MDR-TB has required a minimum of five being treated for MDR-TB. We explored with individual members of each
drugs for at least 18 months, including a daily injection for at least eight group the ways in which adverse impacts of MDR-TB treatment might
months (“intensive phase”) (Falzon et al., 2011). Common side effects of affect patients’ experience of agency, association, and respect.
these treatments include hearing loss, skin discoloration, and impaired
kidney function (Falzon et al., 2011). In 2019, an all-oral regimen
2.2. Study setting/sampling
became the global standard of care for many MDR-TB patients (WHO,
2020b), and injectable agents are now being used less frequently. While
Data collection began in 2016 and ended in 2018. Study team
all-oral regimens lasting for as few as 9–12 months are now approved for
members (at least two per site) spent approximately 1 month at each of
select patients with MDR-TB, the agents comprising these newer regi-
three sites: Cape Town, South Africa (SA) in 2016 (Site SA1), Klerksdorp
mens (for example, bedaquiline, an antibiotic) still have more side effects
than standard first-line treatment (Borisov et al., 2017). Furthermore,
long-course treatment remains widely utilized in practice because many 1
Merritt et al. (2018: pp. 278–280) detail the relationship of this framework
of the newer oral agents are prohibitively expensive, and many patients to theories of justice grounded in multidimensional metrics of wellbeing,
are ineligible for shorter-course therapy. including Nussbaum's capabilities framework (Nussbaum, 2011, pp. 32–34;
According to reports published just before and after our data collec- Powers & Faden, 2006, p. 16; Wolff & de-Shalit, 2007: 106, 107). To be sure,
tion, only 50–66% of patients with MDR-TB who complete treatment there are other dimensions of well-being besides the three that we focus on here.
survive (Kendall et al., 2013; Loveday et al., 2013; Yin et al., 2018). Some The framework developed by Bailey et al. (2015), as further explicated by
patients with MDR-TB do not complete their treatment and die from TB, Merritt et al. (2018), identified agency, association, and respect as the least
and others die despite having completed as many as 20 months of controversial other dimensions of well-being for purposes of evaluating health
treatment. According to a meta-analysis of pre-2012 articles, over half of interventions' impact upon disadvantage. As Merritt et al. (2018: p. 279)
acknowledge, still other dimensions of well-being could also be worthy of
all patients receiving MDR-TB regimens reported an adverse drug reac-
consideration, but in building methodological capacity it makes the most sense
tion, most commonly gastrointestinal distress (nausea and vomiting),
to start with the least controversial dimensions. Following Bailey et al. (2015),
hearing loss, and psychiatric conditions (Wu et al., 2016). Also of note, we take agency, association, and respect as least controversial. Those who
the injectable medications given on a daily basis in the eight-month consider different dimensions of well-being to be more important than or as
intensive phase of the historically recommended regimen (most important as agency, association, and respect could conduct qualitative studies
commonly kanamycin and amikacin, both antibiotics) are associated like the present research but examining impacts of health interventions upon
with high rates of kidney toxicity and hearing loss. One large study in those different dimensions.

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

Box 1
Display of Qualitative Findings from Other Research

Burdens of Treatment

Side Effects or Adverse Events Bhering et al., 2020; Deshmukh et al., 2015; Horter et al., 2016; Isaakidis et al., 2013; Laxmeshwar et al., 2019; Shringarpure et al.,
2016; Yin et al., 2018
Pain due to Injection Deshmukh et al., 2015; Shringarpure et al., 2016
Pill Burden Laxmeshwar 2019; Shringarpure et al., 2016
Length of Treatment Shringarpure et al., 2016
Experiencing social discrimination or stigma Bhering et al., 2020; Bieh et al., 2017; Isaakidis et al., 2013; Deshmukh et al., 2015; Laxmeshwar et al., 2019; Morris et al., 2013;
during treatment Naidu et al., 2020; Shringarpure et al., 2016; Yin et al., 2018
Isolation Bieh et al., 2017; Morris et al., 2013
Obstacles to Adherence
Financial Constraints Deshmukh etal., 2015; Hutchison et al., 2017; Isaakidis et al., 2013
Poor relationships with clinic staff Deshmukh et al., 2015; Shringarpure et al., 2016
Facilitators to Adherence
Social Support from Family Bhering et al., 2020; Burtscher et al., 2021; Deshmukh et al., 2018; Isaakidis et al., 2013; Shringarpure et al., 2016
Social Support from Clinic Staff Bhering et al., 2020; Burtscher et al., 2021; Deshmukh et al., 2018; Horter et al., 2016; Huque et al., 2020; Laxmeshwar et al., 2019;
Naidu et al., 2020
Knowledge of Disease Deshmukh et al., 2018; Horter et al., 2016
Self Motivation Deshmukh et al. (2018)
Nutritional Support Deshmukh et al. (2018)

Box 2
Core dimensions of well-being besides health [REF Bailey et al., 2015: 631–2]

Agency The ability to lead one's own life and engage in activities one finds meaningful

Association The ability to have a full range of desired personal relationships (e.g., family, friendship, community, civic)
Respect The recognition, by others and oneself, of one's equal moral worth as a person

(near Johannesburg), SA in 2017 (Site SA2), and Kampala, Uganda in leadership and providers at each site. Providers introduced the study to
2018 (Site UG) (Table 1). Site visits were conducted in collaboration with their eligible patients and referred interested patients to members of the
nationally known referral hospitals (Brooklyn Chest Hospital in Cape study team on site. In some cases, local interpreters, under the supervi-
Town (SA1), Klerksdorp-Tshepong Hospital in Klerksdorp (SA2), and sion of the study team, contacted patients pre-identified by local pro-
Mulago Hospital in Kampala (UG) and local clinics in surrounding dis- viders as eligible and interested, to provide additional information about
tricts where 1) patients typically go for follow-up appointments or 2) are the study and to schedule interviews for those patients who wished to
clinically observed taking their medications or 3) both. At each site, a participate in the study.
collaborating co-investigator made introductions to the relevant hospital
or clinic staff available to assist the study team with subject recruitment. 2.3.2. Healthcare providers (HCPs)
At each site our goal was to interview up to 20 patients, 20 HCPs and 20 Eligible HCPs were those having direct experience with MDR-TB
CMs. patients (e.g., physician, nurse, or outreach worker). In advance of
each site visit our local co-investigator presented information about the
study to their colleague HCPs. Once on site, we followed up with HCPs
2.3. Participants who had been contacted to invite them to participate and schedule an
interview. We were referred to additional HCPs by interviewees and local
2.3.1. Patients staff.
Patient inclusion criteria included: being aged 18 years or older;
being treated for MDR-TB or XDR-TB2 as an inpatient or outpatient; and 2.3.3. Community members (CMs)
having been on MDR-TB or XDR-TB treatment for at least two months but Eligible CMs were individuals aware of MDR-TB treatment and pa-
no longer than one year. Treatment duration criteria were chosen to tients’ lived experiences of MDR-TB treatment in their communities. The
maximize understanding of how people experience treatment – as people types of CMs ranged from those cured of MDR-TB, to advocates for MDR-
on treatment for up to a year are likely to recall the early intensive phase TB patients, to clergy serving congregations affected by MDR-TB. CMs
more vividly than those on treatment longer – and, with the two-month were identified through our local collaborators and through snowball
minimum, to minimize potential risk of infection to the study team. sampling after interviews with HCPs and patients. In some cases, our
Eligible patients were identified in collaboration with clinic local collaborators introduced our study and scheduled the interview on
our behalf; in other cases, local collaborators referred potential
2 participants.
XDR-TB (Extensively drug-resistant tuberculosis) refers to TB that is resistant
not only to rifampin and isoniazid, but also to a fluoroquinolone and a second-
line injectable agent – two of the most commonly used drug classes in the
traditional 18–20 month regimens for MDR-TB.

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Table 1 Table 2
Site description. Groups and key domains of in-depth interviews.
Site Group Key Domains

SA1 SA2 UG Patients Experiences of MDR-TB disease, & common co-morbidities, in


relation to agency, respect, and association
Location Cape Town, South Near Kampala,
Experiences of MDR-TB treatment in relation to agency,
Africa Johannesburg, Uganda
respect, and association
South Africa
Past experiences with 1st-line TB treatment; compare 1st-line
Clinic Brooklyn Chest Hospital Klerksdorp- Mulago
with MDR-TB treatment
Large specialized public Tshepong Hospital
Barriers and facilitators to accessing MDR-TB care and
TB hospital dedicated Hospital National
treatment
exclusively to MDR-TB MDR-TB referral MDR-TB
Barriers and facilitators to adherence with MDR-TB treatment
and XDR-TB hospital referral
Health Care Current standard MDR-TB regimen
hospital
Providers Value of MDR-TB regimens for patients in relation to agency,
National Upper-middle Upper-middle Low
respect, and association
income
Level of understanding about MDR-TB among patient
level
population
Barriers and facilitators for MDR-TB patients to seek diagnosis
Barriers and facilitators for MDR-TB patients to seek care and
2.4. Interview treatment
Co-morbidities common among patients with TB in Africa
The interview guide was based on the study team's knowledge of the Community Community perceptions of MDR-TB patients
issues and literature available at the time of our interview guide devel- Members Social and cultural factors that support or hinder patient
motivation to seek diagnosis, care and treatment (agency and
opment (See Box 1 citations between 2016 and 2018). The study team association)
developed a distinct interview guide for each participant group (Table 2), Ways in which MDR-TB patients are accepted or ostracized in
and pilot-tested the guides before the first site visit with a small number the community (respect)
of local and international persons familiar with TB or MDR-TB treatment. All Special local or cultural factors not anticipated by our social
justice framework
As preferences for novel treatments were a primary area of interest, we
asked both patients and HCPs: if they could choose any aspect of current
MDR-TB treatment to change, what would it be? Respondents were also members read each interview transcript in its entirety to identify key
asked to indicate whether they would prefer a shorter course, fewer pills, themes and to develop a preliminary coding scheme of index codes and
or fewer side effects (these being the main priorities in contemporary sub-codes after the first site visit (Coffey & Atkinson, 1996). We created a
biomedical research on novel regimens for MDR-TB treatment). We code-book with code definitions and examples from transcripts. We
refined the interview guides iteratively between site visits but retained uploaded transcripts into a text analysis program, NVivo 11 (QSR Inter-
core domains for all three site visits to facilitate cross-site comparisons. national Pty Ltd, 2015). One researcher coded the text segments; multiple
interviews were double coded by two study team members who then
2.5. Data collection resolved discrepancies and clarified and refined codes and definitions.
We analyzed computer-reorganized text segments, first descriptively
Interviews were conducted independently by four study team mem- and then according to themes and sub-themes emerging from the data
bers using standard procedures for qualitative interviews (Rubin & (Miles, 1983; Sandelowski 2000, 2010). Once the process of thematic
Rubin, 1995; Weiss, 1994). Interviews were conducted in local languages data analysis was complete, the study team explored the relationship
(Xhosa, Afrikaans and Luganda) when necessary, with the assistance of between the descriptive analysis product and aspects of patients’ expe-
local interpreters, or otherwise in English. rience by the core dimensions of human well-being of agency, associa-
The research was reviewed and approved by the Johns Hopkins tion, and respect (Box 2).
Bloomberg School of Public Health Instituttional Review Board as well as
one or more local IRB(s) for each site. Oral consent was obtained and 3. Findings
documented before each interview.3 All prospective participants whom
the study team approached agreed to complete an interview. At the end This section is organized in two parts: a descriptive summary and an
of each interview, we collected relevant demographic data appropriate to analytic commentary. The descriptive summary answers our primary
each group for sample characterization. All participants were compen- research question: What is MDR-TB treatment like for patients? We
sated an equivalent of $15–20 in local currency. describe first the burden of MDR-TB treatment in general, then specific
Interviews were audio-recorded, with recordings uploaded daily onto factors that can make MDR-TB treatment more or less burdensome for
a secure server, then transcribed by in-country teams for analysis. patients. We conclude the descriptive summary with respondent prefer-
Transcripts were reviewed by the study team for accuracy, and any ences for future advances in MDR-TB regimens – that is, changes to the
identifying references (e.g., name of city) were redacted. then-current (at time of data collection) regimen that respondents said
might alleviate burdens of treatment. Following the descriptive narrative
is an analytic commentary, in which we examine our findings about
2.6. Data analysis patients’ MDR-TB treatment experiences from the standpoint of each of
the three dimensions of social justice that informed our data collection:
Qualitative analysis was constant, progressive, and iterative (Coffey & agency, association, and respect (Box 2).
Atkinson, 1996; Crabtree & Miller, 1992). Our approach to analysis was
systematic and included (1) preparation of summaries after each inter-
view; (2) identification of new themes to be explored in subsequent in- 3.1. Descriptive summary
terviews; and (3) daily debriefings among study team members during
on-site data collection (Miles & Huberman, 1994). Two study team We conducted a total of 140 in-depth interviews: 39 in Cape Town,
South Africa; 53 in Klerksdorp, South Africa; and 48 in Kampala, Uganda
(Table 3). In total, we interviewed 53 patients (46% female), 56 HCPs
3 (71% female), and 31 CMs (68% female) (Table 3). All patients and CMs,
For one site, the local IRB also required signed consent, which we sought
and obtained for each interview at that site. and the vast majority of HCPs, self-identified as either black or of mixed

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

Table 3 Table 4
Interviews. Type of providers.
Site (group) Male Female Total Type of Provider Site
a
Cape Town SA1 SA2 UG Total
Patients 9 8 17
Physician 6 5 5 16
HCPs 5 11 16
Nurse 6 11 9 26
Community Members 0 6 6
Research Counselor 0 2 0 2
Subtotal 14 25 39
Pharmacist 1 1 2 4
Johannesburgb
Outreach Worker or Community Liaison 3 1 4 8
Patients 10 8 18
Total 16 20 20 56
HCPs 6 14 20
Community Members 5 10 15
Subtotal 21 32 53
Kampala hell” (3AP-02). Permanent hearing loss was most frequently mentioned
Patients 7 11 18 by HCPs as the worst side effect (n ¼ 4).4 Respondents in all groups often
HCPs 5 15 20 called out the pain of daily injections, and HCPs and CMs noted that in
Community Members 5 5 10 some cases patients chose to stop treatment rather than receive the daily
Subtotal 17 31 48
Grand Totals 52 88 140
injection for six months.
a
Prior to visit to Cape Town we conducted 4 Pilot interviews (2 HCPs; 2P/ b. Other Aspects of Completing Treatment: What Lightens or Adds to
CMs) via Skype.
b Treatment Burdens
Prior to visit to Johannesburg we conducted 2 pilot interviews (1 HCP; 1 CM)
by Skype.
Respondents identified several factors that, depending on their
presence or absence in a patient's life, may either lighten treatment
race. A subset of patients interviewed were living with HIV as well as
burdens and facilitate completion or add to treatment burdens and
MDR-TB. At the time interviews were conducted, 8 in 10 patients indi-
inhibit completion. These factors were social support (n ¼ 121), access to
cated they were unemployed, living on very limited annual incomes.
essential goods and services (n ¼ 74), personal motivation (n ¼ 52), and
Almost 2 in 10 patients were living without running water or flush toilets.
patient knowledge about the relationship between treatment completion
Of the HCPs interviewed the majority were nurses (26, 46%) or physi-
and potential cure (n ¼ 44).
cians (16, 29%) (Table 4). The average patient interview lasted 38 min
(range 19–60), the average HCP interview 44 min (22–76), and the
average CM interview 50 min (25–74). 3.2. Social support

a. Experience of MDR-TB Treatment: Managing Medications Social support – whether emotional or practical – was the most
commonly mentioned factor making treatment completion easier (n ¼
Almost all respondents (n ¼ 129) described burdens related to MDR- 96) and was more likely to be mentioned by HCPs and CMs than patients.
TB treatment. The burdens of MDR-TB treatment fell into two categories: Lack of support was mentioned by members of all respondent groups as
those related to managing the medications (n ¼ 77) and those related to making treatment completion harder (n ¼ 25).
other aspects of completing treatment (n ¼ 52), some respondents According to our respondents, emotional support came from a variety
mentioned both. As noted above, the standard MDR-TB treatment at the of sources, most commonly from family and clinic staff. Some patients
time and location of our data collection lasted 20 months, with up to five described experiencing acceptance and companionship in their re-
medications for the first six to eight months, during which almost all lationships as they went through MDR-TB diagnosis and treatment. One
patients were required to ingest up to 20 pills daily and receive a daily patient recalled choosing to accept daily dosing at the clinic, as opposed
injection. All the patients we interviewed had to make daily trips to a to collecting a weekly supply, in order to have daily contact with the
clinic site in order to have the ingestion of their medications observed by clinic staff.
a member of the clinic staff. All three groups of respondents across all
three sites, taken together, mentioned over 40 different kinds of side “We have a bond, me and the sisters [nurses] … Me, I prefer to go
effects, from allergies, anger, and ataxia (impaired coordination) to every day. I don't have to go every day, but I prefer to go every day to
tendonitis, tinnitus, and weight loss or gain. The most commonly the sister. Just to see the sisters' faces you see. She asked me the other
mentioned effects across all three groups were injection pain, joint pain, day, why don't you want to take your week pills? I said no, I want to
nausea, darkened or altered skin pigmentation, and vomiting. Current come and see your faces every day.” (1 MP-09)
patients, and in a few cases former patients interviewed as community HCPs and CMs identified an additional source of emotional support
members, mentioned appetite loss or change (n ¼ 14), dizziness (n ¼ 20), for patients: patient peers who are doing well on MDR-TB treatment or
drowsiness or fatigue (n ¼ 16), and physical weakness (n ¼ 10) more have completed treatment. Similarly, some patients reported appreci-
commonly than did HCPs and CMs (n ¼ 1 for appetite disturbance; n ¼ 8 ating, during their inpatient treatment, the mutual understanding and
for dizziness; n ¼ 7 for drowsiness or fatigue; n ¼ 0 for physical weak- encouragement they found among other inpatients.
ness). HCPs and CMs mentioned hearing loss and hearing impairment (n
¼ 30) more commonly than did patients (n ¼ 8). Vomiting was most Patients also mentioned receiving practical support from family
frequently mentioned by patients as the worst effect (n ¼ 6). In the words members. One patient noted (through an interpreter):
of one patient: “… there would be days when I would vomit whatever I
“So he's saying he is lucky that he has the support from his family.
eat, feel sleepy, moody, very weak, very sick and feeling like my life is
Some of his fellow patients died because of they can't get to the clinic,
they must take a taxi to the clinic, they don't have much support and
the hospital there's no visitation and they don't have friends to sup-
4
Some patients mentioned they had started to lose hearing but then it was port to take all the tablets. So he is lucky one that gets the support
caught and reversed; we spoke with only one person who had lost their hearing from the family. (1 HP-01)
because of MDR-TB treatment and had since had cochlear implants. By contrast,
healthcare providers were more likely to have encountered hearing loss because By contrast, for other patients, not only was lack of social support
they typically see a sizable population of patients. mentioned as making their treatment completion harder, but the fraying

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

of social bonds also resulted from their being on treatment, making it that medication.” (2 MC-03).
much harder to complete. Members of all groups reported patient expe- By the same token, access to a stable source of food was often
riences of disrupted relationships and rejection. As one patient said: mentioned as facilitating treatment completion (n ¼ 30).
Transport was also mentioned as an essential service that, if not
“So basically I had no support from family or friends …. because
available, made treatment completion harder (n ¼ 24). In all three study
friends obviously would ask how I was doing, and when I did explain
settings, outpatients were required to leave home to receive their daily
how I was, they would just … the fact that I wasn't okay would
dose of medications. In many cases patients sought treatment at local
overwhelm them so much that they wouldn't know what to say. And
clinic sites within walking distance of their homes. Lack of transportation
then people would keep quiet for weeks, and then that turned into
was noted as a problem by or in reference to patients who lived in more
months, and then some people have still been quiet since then and it's
rural settings and lacked the funds to pay for transportation. Lack of
been years now. So I lost a lot of my friends. I lost support from almost
transportation was also mentioned as a barrier to visits from friends and
everyone.” (1-MP-09)
family for inpatients at the beginning of their treatment.
Eleven respondents (ten patients and one HCP) described patient
experiences of MDR-TB treatment resulting in tension with maintaining 3.4. Personal motivation
relationships, as in the case of one patient who had to leave a breast-
feeding child at home to undergo inpatient treatment (2-MP-07). Mem- Patients referred to personal motivation as a facilitator to treatment
bers of all groups reported thematically related experiences, including completion; HCPs and CMs mentioned both the presence of patients’
judgment, blame, interpersonal conflict, abandonment, family members' personal motivation as a facilitator and its absence as a barrier. This
being in denial about their close ones' MDR-TB illness, patients' guilt difference likely reflects the fact that we spoke only with patients actively
feelings about having MDR-TB and possibly transmitting it to people engaged in treatment, while HCPs and CMs were familiar with a broader
close to them, and family members' frustration with patients’ dependence range of patients. When patients articulated their personal motivation to
on them for help with daily activities. complete treatment, it was often in reference to wanting to live or to
Related to social support is the quality of the interpersonal interaction looking forward to being well. One patient stated:
that patients experience with healthcare providers, not least in light of “For me, the most motivating factor is in my mind and in my mind
providers’ professional responsibilities to treat patients with respect and always tells me that – this is your life. For you to get better you have to
compassion. Some respondents recounted experiences or observations of take the medicine. So I don't even need any extra incentive to be able to
hurtful behavior toward patients by hospital or clinic staff. HCPs posited go and get the medicine. It is in my mind. It is my life. I wake up and I
that such interactions led patients to turn away from treatment. As one have to go take the medication.” (3 HP-03).
HCP said:
3.5. Patient knowledge
“This patient won't say anything because when she [the patient] starts
talking at you [the HCP], you scream at her [the patient]. Now they Some patients said they felt that clinic staff had not told them enough
start fearing us and … some of them, if you give them the pills they about their treatment and what to expect during their treatment. Patients
will take it and put it under the pillows.” (2-AH-06) described the lack of knowledge of what to expect as a barrier to treat-
Patients directly reported experiencing hurtful interactions with ment completion but did not mention knowledge as a facilitator, while
providers in both inpatient and clinic settings, with one patient explicitly HCPs and CMs mentioned patient knowledge in both connections.
noting that they did not take their medication as a result of such an
encounter (2-MP-03). A physician noted that working in an understaffed, 3.6. Preferences for Novel Treatments
under-resourced local health system means that providers must care for
large numbers of patients with limited time, and this can manifest itself in Overall, respondents stated preferences for a shorter course of treat-
the rude behavior that patients sometimes encounter: ment (n ¼ 52) and fewer pills (n ¼ 51) over fewer side effects (n ¼ 18) as
priorities for novel MDR-TB treatment regimens (Some respondents
“Sometimes … like us doctors … the work is hectic so sometimes we mentioned multiple preferences.) Table 5 organizes the data according to
forget to be empathetic to them [the patients]. So sometimes if the most common reasons in favor of each preference by respondent
someone tells me I have not taken my drug today I will be very angry group. Most patients preferred fewer pills (e.g., a number of pills similar
or scream on the phone …. sometimes we are like robots. I want to to HIV combination treatment). over a shorter course; most HCPs
work on you and work on the next patient …. ” (3-HH-10) preferred the opposite. Some patients expressed a concern that a shorter
course might not be as effective as a longer course; this concern suggests
one reason why patients may have been less likely to endorse a shorter
3.3. Access to essential goods and services course. CMs were not directly asked about their preferences; those who
commented were evenly divided on whether they preferred a shorter
Lack of access to essential goods and services was often mentioned as course or fewer pills.
a barrier to treatment completion, more often by HCPs and CMs (n ¼ 55) More HCPs (n ¼ 11) than patients (n ¼ 5) indicated fewer side effects
than by patients (n ¼ 19). as a preference. Raising an issue not necessarily related to any of the
Insecure access to food was the most common problem mentioned in three options – shorter course, fewer pills, or fewer side effects – many
this category, and food was often mentioned as an essential good to HCPs and some patients indicated that introducing a replacement for the
which people living in poverty lack access (n ¼ 23). 6-month daily injections of kanamycin should be prioritized (n ¼ 31). Of
“The situation, [the provider] will explain it, you have to take the note, however, three patients indicated that they actually prefer the in-
medication after your meal. … And now the client, when they didn't have jection as it reduces the number of pills they need to ingest. A few HCPs
a meal they wouldn't take the medication because they were told don't and patients advocated for offering patients weekly or monthly medi-
take the medication before a meal or after a meal …. Sometimes they will cation packets to allow more flexibility in work schedules and/or trav-
wait for the day, the client will wait to eat, maybe after lunch or at night eling for work (n ¼ 6).
when there's food, then they will start to take the first pill whereas the
client is supposed to take the pill three times a day … Now the reaction of 3.7. Analytic commentary: mapping to core dimensions of well-being
the treatment doesn't work well because they didn't drink that medica-
tion properly, they didn't eat food according to the needs of the In our approach to the study, including our interview guide and

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

iterative analysis, we sought to analyze patient experiences using a 3.7.3. Respect: the recognition, by others and oneself, of one's equal moral
normative framework of social justice (Bailey et al., 2015). As described worth as a person
above under Methods, the framework specifies a norm of justice calling Our findings indicate that specific side effects of some MDR-TB
for health policy decision makers to guard against policy impacts likely to medications produce visible changes in patients' appearance (like
worsen disadvantage within and across three core dimensions of human altered skin pigmentation and texture) and functioning (like numbness in
well-being besides health: agency, association, and respect (Box 2). In the feet), that may be met with ridicule and stigmatization. As for other
what follows, we highlight the ways in which the findings presented aspects of treatment, respect appears to be most closely related to social
above can be organized accordingly. In the Discussion section, we will support, particularly in the quality of patients’ interactions with health-
consider how to use data thus organized to flag attributes of MDR-TB care providers. Our findings indicate that in some cases patients experi-
treatment that appear likely to worsen disadvantage within and across ence respect from healthcare providers, and in other cases they
these dimensions of well-being. Our intention is to support decision experience disrespect so offensive as to deter them from treatment.
makers’ ability to take explicit account of such adverse impacts (Dowdy The most striking pattern emerging from our findings is that experi-
et al., 2020). encing the side effects of MDR-TB treatment tend to erode agency, as-
sociation, and respect. At the extreme, as we heard indirectly from
3.7.1. Agency: the ability to lead one's own life and engage in activities one providers and community members, the severity of side effects would
finds meaningful sometimes drive patients to stop treatment, in effect sacrificing their
According to our findings, treatment side effects – most notably chances for cure and survival to avoid side effects. Even when patients
depression, moodiness, dizziness, drowsiness, impaired hearing and continue and complete treatment, however, they must do so at risk of
vision, numbness, vomiting, and physical weakness – limited patients' side effects that impose debilitating setbacks in well-being across the
ability to lead their lives and engage in the activities they found mean- dimensions of agency, association, and respect.
ingful before their MDR-TB diagnosis and initiation of treatment. The
patients' experience of medication side effects curtailed agency in at least 4. Discussion
three distinct ways: feeling unable and unwilling to continue to lead one's
life; feeling cut off from the world outside one's immediate experience; Our findings confirm, build on, amplify, and complement previous
and feeling alienated from oneself and one's life. findings on the burden of MDR-TB treatment on both the health and
Regarding other aspects of treatment, agency was closely implicated social dimensions of well-being. As reviewed in Box 1 above, previous
by all four factors: social support, access to essential goods and services, investigators have found that the MDR-TB treatment is the regimen is
personal motivation, and patient knowledge. Each of these factors, when burdensome Patients, HCPs, and CMs in our study all reported on the
present in a patient's life, can enhance their ability to lead their own life variety and intensity of side effects and adverse events experienced while
as a patient, undertaking an organized course of action leading toward on MDR-TB treatment. We also confirmed the value of support from
treatment completion and coping with the temporary life disruptions that family and clinic staff in facilitating adherence to treatment. In harmony
treatment imposes. Correspondingly, the absence of each factor can with our findings on patients’ experiences of disrespect, previous in-
diminish patients' agency, and the absence of multiple factors might vestigators identified the discrimination experienced by MDR-TB
compound the losses of agency. patients.
Our findings are notable in several ways. First, descriptively, their
3.7.2. Association: the ability to have a full range of desired personal breadth and depth make them more comprehensive than previous work.
relationships While previous investigators had identified similar burdens of treatment
We found that treatment side effects, over and above their pervasive as well as obstacles and facilitators, we were able to collect data from
impacts on patients’ agency (including the ability to sustain friendships three sites, across three different respondent groups, and generally found
and to care for children and family members), can interrupt interpersonal that all patients experience multiple burdens across multiple domains of
relationships in more specific ways. The burden of navigating MDR-TB experience (Box 1). By contrast, only one previous study included non-
disease and treatment together with personal obligations can lead to a patients (family members) as informants (Burtscher et al., 2021), and
desire for seclusion, motivating a degree of self-isolation greater than only one included informant from multiple sites (Laxmeshwar et al.,
what one would usually desire. Hearing loss and mood swings can also 2019).
disrupt interpersonal relationships. An important contextual influence on our data collection was that we
Some patients experience inpatient treatment as isolating and detri- spoke only with patients whose current treatment experience was toler-
mental to association: they fear long-term family separation, cannot talk able enough both to be ongoing and to allow them to feel good enough to
to their friends outside, and encounter interpersonal tensions with other talk with us. Thus, we cannot directly report on the burdens experienced
patients sharing their ward. In other instances, however, inpatients re- either by patients who were encountering the utmost difficulty in
ported being less lonely and isolated compared to when they were at completing their treatment or by those who ended up not completing
home. their treatment. We can report only indirectly, by way of HCPs and CMs,
on the burdens that such patients were likely experiencing.

Table 5
Most Common Reasons in Favor of stated Preferred advance in treatment by Respondent.
Advance in treatment Reasons in Favor of Preferred Advance Patient HCP Community Total
Member

Shorter Course Less disruptive to life plans 12 35 8 55


Less psychological burden
Increase likelihood of completion, better outcomes (some stop when they feel better)
Fewer Pills Less burdensome volume to swallow 20 21 10 51
Reference to combination treatment offered to those with HIV as a model
Reduce Side Effects Less burdensome physically and emotionally 5 11 2 18
No Injections Relief from pain and suffering 10 19 2 31
Flexibility Ability to take pills at home would be less disruptive to life plans 3 3 0 6

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

Second, analytically, we mapped our findings about MDR-TB treat- comparison, analysts could use existing evidence to model the expected
ment experiences onto agency, association, and respect as fundamentally frequency and severity of specific side effects, and the expected overall
important dimensions of well-being. Our goal in doing so was to consider volume of side effects. Analysts could then present the expected impli-
systematically which burdens of MDR-TB treatment were most likely to cations for disadvantage, in terms of how likely each regimen would be to
further disadvantage an already disadvantaged population. As described worsen disadvantage, and in what ways. Likewise, treatment duration,
above, doing so promises to advance ongoing efforts to consider disad- pill burden, and similar factors can also serve as quantifiable constructs
vantage in decision making for novel MDR-TB treatment regimens. when weighing different treatment options.
Finally, we purposively asked our informants about their preferences Decision makers could also consider intervening on some of the four
regarding novel approaches to MDR-TB treatment. These findings com- key factors we found to influence the burden of MDR treatment – social
plement and amplify our findings with the regard to the burden of the TB support, access to essential goods and services, personal motivation, and
regimen itself. That is, while many informants considered fewer side patient knowledge – in ways intended to avert and alleviate disadvan-
effects as a preferred option, the most common responses were to reduce tage. Regarding the first two factors, our findings suggest that it is
the pill burden and length of treatment. important to consider baseline population levels of social marginaliza-
We note here an apparent anomaly in our findings. Whereas on the tion and food insecurity as indicators of prior disadvantage. This
one hand we found that side effects, when experienced, tend to erode assessment may identify specific courses of action, like offering social
patients’ agency, respect, and association, on the other hand we found support and assistance with food security, to make it easier for patients to
that in our sample more HCPs than patients preferred fewer side effects complete their MDR-TB treatment. Personal motivation is subjective and
(vs. a shorter course or fewer pills) as a future treatment advance. This private, complicating its relation to disadvantage in ways that are beyond
would make sense so far as HCPs encounter a fuller range of patient the scope of the present research. Patient knowledge could be strength-
treatment experiences – including experiences leading patients to stop ened by a concerted effort in the healthcare system to communicate
treatment or to be so weakened during treatment that it would have been effectively and to support patients' learning of essential information
wrong to approach them for participation in this in-depth interview regarding their MDR-TB disease and treatment. Our findings suggest that
study. We may thereby in effect, have excluded many of the patients who the systemic absence of such communication and support is a form of
might have preferred fewer side effects above all for future treatment prior disadvantage that will foreseeably curtail patients’ agency, not only
advances. Other explanations, however, include the possibility that pa- affecting their ability to complete treatment but also increasing their
tients regard side effects as indicative of effective treatment, or that they vulnerability to agency-undermining side effects.
would prefer to reduce the duration of those side effects rather than their All three settings where we collected data are in sub-Saharan Africa.
intensity. It may be of value in future research to elicit quantitatively Because the explicit consideration of disadvantage – encompassing im-
patient preferences for regimens with different attributes and to consider pacts upon agency, association, and respect – represents a novel and
trade-offs among different combinations of options. For instance, a innovative approach, we believe it is preferable to collect high-quality
discrete choice experiment could be designed that asks patients to choose data from a small number of sites in a region of interest and keep our
explicitly between shortened regimens with more side effects and longer primary results focused on a small number of key settings. Our purpose
regimens with fewer pills per day. here is not to generalize to the experience of all MDR-TB patients
everywhere. Rather, our purpose is to demonstrate how exploring key
4.1. Implications for considering disadvantage in scaling up novel MDR-TB domains of patients’ experiences with MDR-TB treatment, as well as
regimens locally relevant data, can inform the explicit consideration of treatment-
attributable worsening of disadvantage in deciding whether and how to
Our findings illuminate the ways in which exposure to various MDR- scale up novel MDR-TB regimens in specific settings. Future research
TB treatment regimens can worsen patients’ disadvantage, cutting across could extend these findings to other regions (e.g., Southeast Asia) that
agency, association, and respect, with even worse impacts for patients also experience a high burden of MDR-TB.
who are already socially marginalized and who lack reliable access to
food before their MDR-TB diagnosis and during their treatment. For 4.2. Summary
example, any of a number of side effects might prompt a vicious down-
ward spiral in overall well-being, affecting most severely those who were In summary, this analysis of 144 in-depth interviews of patients,
already worse off to begin with, and perhaps resulting in the non- healthcare providers, and community members affected by MDR-TB
completion of treatment. As noted in the Introduction, in assessing identified several factors that can influence the impact of MDR-TB
such treatment impacts, the relevant comparison is between different treatment regimens upon disadvantage in social dimensions of well-
approaches to treatment, for instance between a standard and a novel being. First, aspects of the medications and regimen themselves tend to
regimen, or between two novel regimens. The disease itself, if left un- erode agency, association, and respect for people undergoing MDR-TB
treated, would have catastrophic impacts on patients. We assume that the treatment, thereby worsening disadvantage. Second, four factors that
disease process and symptoms would both be addressed by whatever enable treatment completion when present, and impede it when lacking,
treatment regimens are under comparison, and the question is which indicate specific areas of concern: social support, access to essential
treatment regimen to implement: our goal is to help inform that decision goods and services, personal motivation, and patient knowledge.
from the standpoint of treatment-attributable impacts on disadvantage. Providing additional assistance to patients in with at least some of these
At the extreme, worsened disadvantage resulting in non-completion of four factors could help to avert and alleviate treatment-attributable
treatment would defeat the health-restoring, and life-saving purpose of worsening of disadvantage.
undergoing treatment in the first place. Our findings about patients' experiences of disadvantage in social
It is impossible to know at the time of treatment initiation whether a dimensions of well-being complement normative claims that such expe-
given patient will experience a given side effect. This means that a patient riences ought to be taken into account along with other outcomes
starting treatment is at risk of numerous potentially debilitating side assessed in evaluating health interventions, particularly for those
effects. The overall risk to the patient population from exposure to side addressing conditions that disproportionately burden worse-off pop-
effects can serve as one indicator of expected impact upon disadvantage. ulations (Bailey et al., 2015). Our findings demonstrate how systematic
More precisely (Dowdy et al., 2020, p. 1), the side-effect profiles of collection of data about patients’ lived experience can inform
MDR-TB treatment components can serve as a measurable construct to decision-making regarding health interventions in at-risk, high-burden
which disadvantage is linked, at least in the settings where we collected communities from the perspective of disadvantage. Adopting this
data and in other relevantly similar settings. For each policy option under approach could inform decision makers beyond MDR-TB. HIV and

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H.A. Taylor et al. SSM - Qualitative Research in Health 2 (2022) 100042

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and tuberculosis care in Yunnan, China. BMC Public Health, 17(1), 221. https://
doi.org/10.1186/s12889-017-4089-y
None. Isaakidis, P., Rangan, S., Pradhan, A., Ladomirska, J., Reid, T., & Kielmann, K. (2013). 'I
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Acknowledgements
doi.org/10.1111/tmi.12146
Kendall, E. A., Theron, D., Franke, M. F., van Helden, P., Victor, T. C., Murray, M. B.,
We gratefully acknowledge our study participants and local staff; Co- Warren, R. M., & Jacobson, K. R. (2013). Alcohol, hospital discharge, and
investigators Achilles Katamba, Neil Martinson and Grant Theron; and socioeconomic risk factors for default from multidrug resistant tuberculosis treatment
in rural South Africa: A retrospective cohort study. PLoS One, 8(12), Article e83480.
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