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Korean J Pain 2015 July; Vol. 28, No.

3: 169-176
pISSN 2005-9159 eISSN 2093-0569
http://dx.doi.org/10.3344/kjp.2015.28.3.169

| Review Article |

The Iceberg Nature of Fibromyalgia Burden:


The Clinical and Economic Aspects
Rheumatology Research Center, Razi Hospital, School of Medicine, Guilan University of Medical Sciences, Rasht, Iran
*Department of Rheumatology, Iran University of Medical Sciences, Tehran, Iran

Student Research Center, Guilan University of Medical Sciences, Rasht, Iran

Department of Allergy and Clinical Immunology, Iran University of Medical Sciences, Tehran, Iran
† ‡
Banafsheh Ghavidel-Parsa, Ali Bidari*, Alireza Amir Maafi , and Babak Ghalebaghi

This review has focused on important but less visible aspects of fibromyalgia (FM) with respect to the high
impact of this disorder on patients and societies. FM is a common but challengeable illness. It is characterized
by chronic widespread pain, which can be accompanied by other symptoms including fatigue, sleep
disturbances, cognitive dysfunction, anxiety and depressive episodes. While our understanding of this
debilitating disorder is limited, diagnosis and treatment of this condition is very difficult, even in the hands
of experts. Due to the nature of disease, where patients experience invalidation by medical services, their
families and societies regarding the recognition and management of disease, direct, indirect and immeasurable
costs are considerable. These clinical and economic costs are comparable with other common diseases, such
as diabetes, hypertension and osteoarthritis, but the latter usually receives much more attention from healthcare
and non-healthcare resources. Present alarming data shows the grave and “iceberg-like” burden of FM despite
the benign appearance of this disorder and highlights the urgent need both for greater awareness of the disease
among medical services and societies, as well as for more research focused on easily used diagnostic methods
and target specific treatment. (Korean J Pain 2015; 28: 169-176)

Key Words: Chronic pain; Cost of illness; Economics; Fibromyalgia; Musculoskeletal diseases; Pain.

INTRODUCTION FM are women, typically of childbearing age or older [4].


It is one of the most common conditions seen in the
Fibromyalgia (FM) is a chronic disorder that is charac- general population and outpatient rheumatology practice
terized by chronic widespread pain and is generally accom- [3,5,6]. In primary rheumatology clinics, referrals for FM
panied by one or more concomitant symptoms, including comprise 14-20% of new visits making FM the second to
fatigue, sleep disturbances, cognitive dysfunction, anxiety third most common reason for appointments [3,7].
or/and depressive episodes, headache, abdominal pain or However, clinic attendees might represent only the tip of
other somatic symptoms [1-3]. Up to 85% of patients with the iceberg of people with FM. Indeed, prevalence esti-

Received January 21, 2015. Revised June 9, 2015. Accepted June 11, 2015.
Correspondence to: Alireza Amir Maafi
Student Research Center Office, Research Deputy Building of Guilan University of Medical Sciences, Rasht 41446-65385, Iran
Tel: +98-937-6036481, Fax: +98-131-3228842, E-mail: alireza.am427@gmail.com
This is an open-access article distributed under the terms of the Creative Commons Attribution Non-Commercial License (http://
creativecommons.org/licenses/by-nc/4.0/), which permits unrestricted non-commercial use, distribution, and reproduction in any medium,
provided the original work is properly cited.
Copyright ⓒ The Korean Pain Society, 2015
170 Korean J Pain Vol. 28, No. 3, 2015

mates of FM in the general population have ranged from quite difficult, time consuming and costly, but this disorder
approximately 1-11% to even more than 18% [2,8]. also tends to be intractable. There is no reliable tool to
FM's definition and content has changed repeatedly in predict treatment response in individual patients, and clin-
the 110 years of its existence. The most important change ical routine largely relies on trial and error [2]. Further-
was the requirement for multiple tender points and ex- more, the majority of patients have unmet needs other
tensive pain for diagnosis of this condition that arose in than widespread pain, including mood disorders, cognitive
the 1980s (1990 American College of Rhematology classi- abnormality, sexual dysfunction and a lack of sociomedical
fication criteria). These are features that were not required acceptance - aspects that have a deep effect on their
previously. By 2010, a second shift revised the definition quality of life.
of FM, so it came into being in the form of the preliminary Consequently, it is not surprising that the high impact
2010 ACR criteria that excluded tender points, allowed less of fibromyalgia on the quality of life of these subjects leads
extensive pain, and placed reliance on patient-reported to poor health at home and work, loss of productivity due
somatic symptoms and cognitive difficulties that had never to absenteeism, presenteeism, unemployment, and disa-
been part of past definitions or content [3,9-14]. bility. Consequently, this puts a strain on involved health-
It seems the challenge for the diagnosis of FM will care and non-healthcare resources [21,25,26].
continue in the future until our knowledge about neuro- Recent studies evaluated fibromyalgia-related direct
biological mechanisms progresses. and indirect costs [16,19,21,25-30]. Direct costs include
On the other hand, FM is difficult to diagnose, and medical and pharmacy costs, while indirect costs include
physician awareness of FM is relatively low despite the the cost of disability and productivity loss, absenteeism,
prevalence of the syndrome. Thus, it is not uncommon to presenteeism, changes in employment status, and unpaid
see patients who have gone from doctor to doctor and who informal care. FM patients make 10 to 18 primary care ap-
underwent multiple diagnostic tests, with a differential di- pointments per year and are hospitalized on average once
agnosis that includes lupus erythematous, rheumatoid ar- every 3 years [16,19,20,30]. Patients also reported missing
thritis, somatization and malingering [7,15]. 0.4 to 3.0 days from work and being unable to complete
FM was associated with high rates of many comorbid 3.6 to 35.4 hours of unpaid informal work due to FM, in-
illnesses [16-19]. On average, FM claimants had claims for cludingchild care, housework, yard work, or other daily ac-
4.2 distinct comorbid conditions per year [16,19,20]. Notable tivities [30].
is that the high prevalence of various medical and psychi- The mean annual cost per patient ranged US $2,274
atric comorbidities is not necessarily suggestive of an etio- to $9,573 or even more in various studies depended on the
logical link between these conditions and FM. One ex- severity of symptoms and rout of cost calculation
planation may be that these patients had frequent visits [19,30,31].
by medical providers. More frequent visits may lead to op- Notably, indirect costs account for the majority of
portunistic case finding and hence a higher prevalence of FM-related costs at all severity levels. More than
diagnosed medical and psychiatric comorbidities. Another three-quarters of total FM-related costs were attributable
theory is the difficulty in making a diagnosis of FM. to lost productivity and disability [30,31].
Patients might receive a variety of other diagnoses as pos- Although various studies tried to calculate the direct
sible explanations for the overlapping symptoms patients and indirect cost of disease, it seems that estimation of
possess, or it may suggest that the clinicians of these pa- real cost is very difficult and under-assessed. Patients
tients were not satisfied that this condition fully explained with FM often require additional resources, such as unpaid
their symptoms [11,12,16,19]. assistance from family or paid caregivers and for help with
Since FM is a common disorder with diverse manifes- independent daily activities [21,30]. Sick time at home and
tations, under-diagnosis causes excessive testing and in- productivity when at work were not fully measured. Failure
appropriate treatment. The delay in diagnosis causes an to properly account for comorbid conditions is another
economic burden on the healthcare system and frustration reason for the underestimation of the real costs of the dis-
for patients and their families [11,21-24]. ease [19].
Medical care of FM and comorbidities are not only Overall, it seems the clinical and economic burden of

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Ghavidel-Parsa, et al / Fibromyalgia Burden 171

the disease on societies is high so that FM is on the same ent specialists about the diagnosis and principles of treat-
level as other chronic diseases, such as diabetes or ment of this disease is disappointing [23,36-39].
hypertension. Although, the latter usually receives much A study of 172 family physicians demonstrated that
more attention from the healthcare and non-healthcare physicians were not familiar with the diagnostic criteria for
systems [32,33]. The aim of this review is to find and FM, although 96% thought that they were. They were able
highlight the hidden but alarming data about the difficulty to identify the symptoms of the disorder, but were not able
of the diagnosis and management of FM. This paper has to establish the diagnosis. Only 55% of them knew that
also tried to show the importance of this “iceberg like con- the syndrome is characterized by diffuse musculoskeletal
dition” regarding the high burden on patient and society disorders. This study also concluded continuing education
with respect to life and economic impacts. could improve awareness and knowledge of the disorder
[23].
DIFFICULTLY FROM DIAGNOSIS Results from Choy et al. study expanded our insight
TO TREATMENT into patients’ journey to diagnosis. At the time of this sur-
vey, patients had been experiencing FM symptoms for an
FM, often disputed and challenged, has emerged as a average of 6.5 years. Based on their own recollection, pa-
clinical syndrome with a clear cluster of symptoms and co- tients experienced symptoms for an average of 11 months
morbidities [12]. before presenting them to a physician. Aside from the time
Moreover, considerable overlap exists in the symptoms lag between first symptoms and presentation to a physi-
between FM and other ‘central pain’ or ‘functional so- cian, patients recalled first presenting their FM symptoms
matic’ syndromes, such as irritable bowel syndrome, inter- to a doctor within an average of 2.3 years and presenting
stitial cystitis/painful bladder syndrome, chronic pelvic pain, to 3.7 physicians before receiving a diagnosis [36].
and temporomandibular joint disorder, as well as a number Patients with FM are often referred to multiple spe-
of psychiatric disorders, such as depression and anxiety cialists and have numerous investigations before the diag-
[2,34,35]. nosis is established [24,36,40]. It seems confusing that
While FM was originally defined by the ACR 1990 multiple symptoms compounded by limited consultation
classification criteria based on chronic widespread pain time may be an important factor for delaying in diagnosis.
and tender points, the cluster of symptoms which defines Also, many physicians are not aware of the ACR criteria.
FM goes beyond chronic widespread pain and tenderness A small percentage of those who are aware of the ACR
[3]. The existence of polysymptomatic distress, or symp- criteria; the ACR Criteria are not used in routine clinical
toms beyond body pain, constitutes a “minor” diagnostic practice likely due to some burden on the examiner and
criterion of the preliminary ACR 2010 diagnostic criteria thoughtful interview of patients [36,40].
[10]. Delay in diagnosis can contribute to patient frus-
Despite the ongoing tools available for screening, di- tration, as White et al. [28] and Annemans et al. [22]
agnosing and monitoring of this condition, there is no showed that a diagnosis of FM improves satisfaction and
trusty agreement between experts for diagnosis and/or subsequently reduces healthcare costs including referrals
screening routes. These controversies may be related to and investigations.
ambiguous pathophysiology of FM, despite recent research From the point of view of treatment, in general, FM
focusing on the neurobiological mechanisms of this dis- tends to be intractable, although symptom improvement is
order [2,15]. Currently, there is no specific diagnostic labo- achieved in some cases. The number of drugs evaluated
ratory test or biomarker available for the diagnosis of FM for the treatment of FM has notably increased over the
and diagnosis was made largely by clinical judgment. The past decade. More than 40 substances have been inves-
diagnosis of FM must be established in most cases by pri- tigated to date, with a high variation in effectiveness and
mary care physicians who are unfamiliar with this syn- side effects [2]. But treatment of this syndrome is
drome [36]. So, in addition to the absence of uniform con- disappointing. Three drugs have been approved by the FDA
sensus about FM diagnostic criteria among experts, the for the treatment of pain in FM: pregabalin, which binds
low awareness among general physicians and even differ- to a voltage­dependent, presynaptic calcium channel, and

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172 Korean J Pain Vol. 28, No. 3, 2015

duloxetine and milnacipran, which selectively inhibit reup- life to a significant extent, culminating in loss of employ-
take of serotonin and norepinephrine, respectively. ment and/or withdrawal from social life [43]. Indeed,
Although these pharmacological substances are well char- “discounting”, one of invalidation dimensions, correlates
acterized with respect to their mechanisms of action and strongly with poor social and physical functioning as well
binding sites, the exact location in the CNS remains to be as impaired mental health in fibromyalgia. It was also re-
fully elucidated, both from an anatomical perspective and vealed that negative social interactions (discounting) might
with respect to receptor subtypes [2,20,41]. have stronger effects on health than positive social inter-
At the time of this review, FM management has fo- actions (lack of understanding) [44]. So, aside from having
cused on symptom relief and pain modification, as well as a negative effect on mental well-being, invalidation could
treatment for comorbid conditions [2,38,41]. Therefore, it impact physical health and social functioning as well. It also
should not come as a surprise that until revealing the uni- decreases social support and increases social rejection
fying concept of the neurobiological mechanism of FM and [42]. Finally, in response to social rejection, patients may
emerging of new target specific therapy, treatment of the hide their symptoms and isolate themselves from society,
disease largely relies on trial and error. which is likely to influence their healthcare, and in turn,
It has been demonstrated that even after labeling FM their relationship with spouses, colleagues and medical
diagnosis, patients have recurrent office visits and do not care providers [45].
perceive their prescription medications as completely ef- Furthermore, it was studied recently that invalidation
fective and express some dissatisfaction with current can alter disease impact on health status and symptom
pharmacological and non-pharmacologic treatments [24,40]. severity in fibromyalgia patients. So, the more invalidation
Hughes et al. reported that, among 2,260 UK patients experienced by the patients leads to ahigher score on the
newly diagnosed with FM, there were 25 office visits, and Revised Fibromyalgia Impact Questionnaire [an instrument
11 prescriptions per patient in the year prior to diagnosis, for evaluation of fibromyalgia impact on life], indicating a
and levels of healthcare utilization generally increased fol- greater disease impact and the greater symptom severity
lowing diagnosis. This result was confirmed by Perrot et [46,47].
al. who presented that considerable healthcare utilization Consequently, the existence of fibromyalgia cluster
even after diagnosis indicated an unmet need for FM pa- symptoms, comorbidities, difficulties in diagnosis and
tients [24,40]. As such, management of FM remains an in- management, and patient experience of invalidation lead
effective and costly challenge for patient and physician. to poor quality of life; so that for almost any symptom
characteristic or comorbid illness, the subjects with fi-
INVALIDATION AND LOW QUALITY OF LIFE bromyalgia have SF-36 or SF-12 scores that are more ab-
normal than those of control groups [48,49]. Only patients
There are too many symptoms in this disorder, the with end- stage renal failure have a lower quality of life;
symptoms appear too severe and too unusual, and the pa- and patients having other pain disorders have been identi-
tients appear as being healthy when compared with pa- fied to have better scores of quality of life than fi-
tients with other pain disorders [11,12]. Due to the sub- bromyalgia [10,48].
jective nature of symptoms and lack of physical or labo-
ratory features in fibromyalgia, patients may be faced with HIGH LEVEL OF COMORBIDITIES
disbelief and distrust about the legitimacy of their illness
in family and/or social interactions. This condition was re- As mentioned above, fibromyalgia was associated with
cently described as ‘invalidation’ [42]. Invalidation is a new high rates of many comorbid illnesses. These high rates
concept in rheumatologic disorders and fibromyalgia and may be related to the fact that fibromyalgia claimants ap-
it seems to be having a high impact on patients and soci- praise their health as including more medical symptoms,
eties, but research on various aspects of it in fibromyalgia and they value each symptom with greater importance
is scarce. than patients with other rheumatic conditions [50]. Conse-
In many cases, both invalidation and the comorbidities quently, fibromyalgia patients report more frequently to
associated with fibromyalgia impair the patient’s quality of medical services and have a higher chance for detection

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Ghavidel-Parsa, et al / Fibromyalgia Burden 173

of disorders which are either related or unrelated to their and productivity when at work were not fully measured.
first complaints. Only that part of work loss due to illness that was asso-
The comorbid conditions may be characterized as ex- ciated with disability or medical care was taken into
isting upon a continuum of painful conditions, sharing key account. Additionally, the payments for disability reported
symptoms or simply co-occurring with FM [16,17]. It was in several studies reflect only a fraction of the employer’s
showed that one of the most commonly comorbid category total opportunity cost for workforce disruptions due to dis-
is “other diseases of the musculoskeletal and connective ability [29,30].
tissue,” where 45% of FM claimants had at least one claim [16]. Other likely sources of workplace costs include reduced
Some disorders such as hypertension, respiratory and productivity, administrative and training expenses for re-
other chest disorders, back disorders, abdominal pain, irri- placement workers, and days missed for sick time [19,29].
table bowel disorder, depression and other mental diseases Evaluation of fibromyalgia costs is limited to a few studies
and neoplasms were reported in fibromyalgia more fre- received recently; in these ones it was reported that for
quently than other conditions [16,19,20]. every dollar spent on fibromyalgia-specific healthcare costs
Now it is clear that the bête noire of fibromyalgia, one for employees (i.e., medical plus prescription), the employer
of the most common comorbidity in fibromyalgia, is a psy- spends $57 to $143 on additional direct and indirect costs
chological illness. Indeed, fibromyalgia patients experience [19]. In other words, failure to properly account for the
psychiatric comorbidities in 30-60% [2]; this rate in- broader consequences of fibromyalgia in terms of comorbid
creases when the rate of lifetime psychiatric disorders conditions would result in a significant under-assessment
(commonly depression and anxiety) is considered. As often of the cost of disease. On the other hand, the invalidation
debated, mood disorders may aggravate and complicate experience and poor quality of life could impair patients’
the management of fibromyalgia, but the nature of the relationships and daily living quality and/or work effective-
causal relationship between these two conditions is unclear ness that consequently increase immeasurable socio-
[2,11]. economic burden.
Several analyses revealed the high levels of comorbid- Thus, hidden costs of disability and comorbidities
ities and resource utilization of fibromyalgia claimants greatly increase the true burden of fibromyalgia [27,31].
[19-21,24,25,27,29-33]. Commonly visited specialists such Regardless of the clinical understanding of disease, when
as radiologists and mental health practitioners, rheumatol- a claim for fibromyalgia is present, considerable costs are
ogists and internists may further reflect unsatisfactory di- involved [19].
agnosis and medical care for both physicians and patient.
The cost of patient management in all levels of care is high HIGH IN ECONOMIC BURDEN
because of the extensive work-up and disappointing BUT LOW IN ATTENTION
treatment [19,21].
Partially due to chronic nature of the disease, fi-
HIDDEN COST OF DISEASE bromyalgia patients are high consumers of healthcare
services in societies. Although present data suggests that
While all the components of total annual direct and in- the cost before diagnosis may be even higher than the cost
direct costs (i.e., medical utilization, receipt of prescription after diagnosis, it showed that one would expect a con-
drugs, work loss, disease disability) are substantial, it esti- fident diagnosis to reduce the incidence of further diag-
mates that less than 6% of these costs were attributable nostic tests and referrals. Even so, a diagnosis, by itself,
to fibromyalgia-specific claims [19]. The studies highlight would not be expected to reduce symptoms and/or dis-
the wide range of illnesses and services that affect fi- ability and the need for medical care [21,22,24].
bromyalgia claimants beyond a specific diagnosis of fi- The majority of fibromyalgia related costs are attribu-
bromyalgia [11,12,16,19-22]. table to lost productivity (absenteeism, presenteeism, un-
The estimated costs of fibromyalgia presented in re- employment) and disability, which ranged from 75-88% of
cent studies most likely still underestimate the true burden total costs. This level of social burden is higher than what
of fibromyalgia on society. For example, sick time at home is caused by other disorders. White et al. [29] reported that

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174 Korean J Pain Vol. 28, No. 3, 2015

FM patients missed significantly more days of work in one leads to high individual and social burden through health-
year compared with non-FM patients. Boonen et al. [25] care and non- healthcare pathways. Indeed, it was shown
also found similar results with high absenteeism and work that direct, indirect and immeasurable costs of fi-
loss compared with other groups. bromyalgia are considerable.
It is estimated the mean annual measurable cost per This alarming data highlights the urgent need for
patient ranged US $2,274 to $9,573 or even more than ap- greater awareness of disease among medical services and
proximately $13,000 in various studies depended on se- societies. Case finding by alert general physicians and
verity of symptoms and rout of cost calculation, In addi- specialist could help avoid exhausting investigations and
tion, it is important to note that hidden impact and costs prescriptions and could consequently eliminate additional
of the disease can hardly be assessed; and if high im- stress on patients and physicians due to labeled “unknown
measurable cost is taken into account, the real economic disease”. On the other hand, increased disease awareness
impact of this complex disorder it may be appreciated among families and societies could lead to a better under-
[19,24,30,31]. standing of patients and then cost reduction. Furthermore,
The burden of illness in fibromyalgia is substantial and the present data emphasizes the need for future research
comparable to some other chronic disease such as osteo- focused on neurobiological mechanisms, more accurate
arthritis, rheumatoid arthritis (RA), diabetes and hyper- routes for diagnosis and to target specific treatment of this
tension [29,32,33]. Fibromyalgia patients incur direct costs illness.
approximately equal to RA patients and have more visits
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