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From the Department of Psychology, DePaul University, Chicago, IL.
Address reprint requests to: Dr. Leonard Jason, Department of Psychology, DePaul University, 2219 North Kenmore Ave., Chicago, IL 60614. Email: ljason{at}wppost.depaul.edu
| ABSTRACT |
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METHODS: Wave 1 data were from a larger community-based prevalence study of chronic fatigue syndrome. In the present study, a second wave of data were collected by randomly selecting a sample of participants from the wave 1 sample of 18,675 adults and readministering a telephone screening questionnaire designed to assess symptoms of chronic fatigue syndrome.
RESULTS: Findings revealed that wave 1 fatigue severity was a predictor of fatigue severity at wave 2 in the overall sample of individuals with and without chronic fatigue. In the smaller sample of individuals with chronic fatigue, wave 1 fatigue severity, worsening of fatigue with physical exertion, and feeling worse for 24 hours or more after exercise significantly predicted continued chronic fatigue status (vs. improvement) at wave 2 follow-up.
CONCLUSIONS: These findings underscore the prognostic validity of postexertional malaise in predicting long-term chronic fatigue and also highlight the importance of using population-based, representative random samples when attempting to identify long-term predictors of chronic fatigue at follow-up.
Key Words: epidemiology, chronic fatigue, chronic fatigue syndrome, prognosis, follow-up.
Abbreviations: CF = chronic fatigue;; CFS = chronic fatigue syndrome;; GHQ = General Health Questionnaire;; ROC = receiver operating characteristic.
| INTRODUCTION |
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The issue of sampling methodology is important in studies of this nature for a variety of reasons. Reviews of epidemiological studies have highlighted differences in prevalence rates, illness characteristics, and sociodemographic characteristics of individuals with chronic fatigue that, in large part, seem linked to the sociodemographic composition and healthcare utilization patterns of the populations sampled (9, 10). Recent findings from epidemiological studies of a randomly selected, urban, community-based population have evidenced higher rates of CF and CFS in minorities and people of lower socioeconomic status (6, 11). Given these findings, it is also possible that the same groups may demonstrate higher levels of illness severity and chronicity at follow-up.
To date, only one follow-up study of CF has used a community-based sample (12). Lawrie and Pelosi (13) found an initial prevalence of 560 per 100,000 among a random postal survey sample of 1039 patients registered at a British health center. Lawrie et al. (12) resurveyed respondents 1 year later and interviewed them again at an 18- to 22-month follow-up. Premorbid fatigue score was the only significant predictor for developing CF (psychiatric morbidity and physical attribution for fatigue were not risk factors).
Other follow-up studies of individuals with CF and CFS have relied on medical facility samples and have focused mainly on evaluating psychological and psychosocial predictors of outcome. In a primary care sample, Hickie et al. (14) examined fatigue severity and psychological distress scores at baseline and at a 12-month follow-up. Findings indicated that CF is a persistent diagnosis over time. Longitudinal patterns of comorbidity with psychological distress did not suggest a causal relationship or common vulnerability factor. Similarly, Van Der Linden et al. (15) examined the relationship between fatigue and psychiatric disorder at three time points. Results supported the existence of a pure, independent fatigue state over time that did not predict subsequent psychiatric disorder. In contrast, Wilson et al. (16) found that psychological factors were important determinants of functional impairment among patients with CFS at 3-year follow-up. Participants who coped with distress by somatization and discounted the possible modulating role of psychosocial factors were more likely to have an unfavorable outcome. Kroenke et al. (2) found that a minority (28%) of individuals with CFS improved at 1-year follow-up. Older patients and individuals with higher scores on a measure of functional impairment had a poorer prognosis at follow-up.
Russo et al. (17) found that patients whose psychiatric disorders and physical examination signs were still present at follow-up were more likely to have persistent fatigue and work disability. Similarly, Clark et al. (18) found that the factors that predicted persistent illness in CF patients included having more than eight medically unexplained physical symptoms, a lifetime history of dysthymia, a duration of CF greater than 11/2 years, less than 16 years of formal education, and age over 38 years. Bombardier and Buchwald (19) compared functional outcomes in patients with CF and CFS and found that individuals who met the Holmes et al. (20) definition of CFS had poorer prognosis than individuals who did not meet CFS criteria. Similar to Clark et al. (18), Sharpe et al. (21) found that the coexistence of dysthymia predicted poorer outcome across groups.
Others have highlighted the role of illness attributions in their evaluation of prognostic indicators of CF and CFS at follow-up. Sharpe et al. (21) found that longer illness duration, belief in a viral cause of the illness, limiting exercise, changing or leaving employment, belonging to a self-help organization, and current emotional disorder predicted greater functional impairment. Similarly, Vercoulen et al. (22) found that improvement in CFS was related to a sense of control over symptoms and to not attributing the illness to physical causes.
Despite growing knowledge about long-term predictors of outcome in this area, many follow-up studies are not prospective in that they either rely on retrospective self-report at a single point in time or longitudinal data are analyzed in a cross-sectional manner without taking into account the influence of baseline findings. Moreover, many CF follow-up studies use medical care samples and do not use random community samples of socioeconomically and ethnically diverse populations.
Between September 1995 and May 1997, a wave 1 study was conducted to estimate the prevalence of CFS using a randomly selected, representative community-based sample (6). Findings from that study indicated that CFS occurs in approximately 0.42% of the population (6). CFS was most prevalent among women, minority groups, and persons with lower educational and occupational status (6). The first objective of the present investigation was to identify sociodemographic and fatigue-related predictors of fatigue severity (23) among individuals in this sample at a 2-year follow-up (6, 11). It was hypothesized that wave 1 fatigue severity and fatigue status at wave 1 (CF group vs. healthy control group) would significantly predict fatigue severity at wave 2. The second objective of this study was to identify sociodemographic and fatigue-related predictors of continued CF status at 2-year follow-up (wave 2) among the CF group. It was hypothesized that wave 1 fatigue severity, functional disability, and other fatigue-related somatic symptoms at wave 1 (6) would predict continued CF outcome at wave 2.
| METHODS |
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Procedures
Using a retrospective cohort design, the present study involved a second wave of follow-up data collection (wave 2). The data were derived from a larger community-based prevalence study of CF and CFS (wave 1) (6, 11). This larger wave 1 study was carried out in three stages. In the present wave 2 study, only data from stage 1 of the wave 1 study were used. That stage entailed a cross-sectional screening telephone survey of a random sample of adults residing in Chicago. To assess changes in fatigue and identify predictors of fatigue severity and continued CF at follow-up, a wave 2 follow-up telephone screening questionnaire was administered to a stratified sample of 67 participants with 6 or more months of CF and 156 control subjects randomly selected from the original sample of stage 1 participants in the wave 1 study. Variables extracted from the stage 1 screening questionnaire administered in the wave 1 study were examined for their ability to predict fatigue severity and continued CF status as assessed by the wave 2 follow-up screening questionnaire.
Four telephone interviewers with past survey research experience (three of whom worked as telephone interviewers in the original wave 1 prevalence study) were recruited, trained, and supervised in telephone survey interviewing. Telephone interviewing procedures and training protocol similar to those used in the wave 1 study were incorporated into the wave 2 follow-up study (see Ref. 11 for more details on these procedures). When necessary, we used any available tracking information collected during the wave 1 study to increase the likelihood of recontacting participants (eg, leaving the phone number of the project director with a friend or relative, using an alternative telephone number for the participant, using a home address, a work telephone number, and/or using the name and telephone number of a person who would know how to get in touch with them if they moved). Once contacted, respondents were reminded that they participated in the wave 1 study and were informed that the present study involved a 15-minute follow-up questionnaire administered by telephone to assess changes in fatigue and health status since the wave 1 study.
Measures
The wave 2 Follow-Up CFS Screening Questionnaire, highly similar to the wave 1 CFS Screening Questionnaire, has been found to have high discriminant validity and excellent test-retest and interrater reliability (24). In a study using receiver operating characteristic (ROC) analysis (24), the instrument was able to discriminate precisely between CFS and healthy control populations (area under the curve = 1). The wave 2 follow-up version of this questionnaire was used in the present study to assess characteristics of fatigue at follow-up. The main difference between the wave 1 (original) and wave 2 (follow-up) questionnaires involved the addition of the General Health Questionnaire (GHQ) (25) to the wave 2 questionnaire. Like the wave 1 questionnaire, the wave 2 measure consisted of two parts. Part 1 was administered to all participants and reassessed participants sociodemographic characteristics, fatigue severity (23), and interference of fatigue with usual daily activities. Basic demographic data included age, ethnicity, socioeconomic status, work status, marital status, parental status (including number of children), and gender. The revised scoring rules for Hollingsheads (26) scale, developed and validated by Wasser (27), were used to determine socioeconomic status. Part 2 was administered to participants reporting 6 or more months of chronic fatigue. It reassessed for the presence of the eight minor symptoms of CFS (7) and also measured characteristics associated with fatigue, such as fatigue duration, frequency of fatigue, attributions about the cause of fatigue, and fatigue-related functional impairment.
The Fatigue Scale (22), also administered in the original wave 1 study (6,11), was also contained within part 1 of the wave 2 follow-up questionnaire. This scale was originally used in a hospital-based case control study (28) and in a study designed to measure response to treatment (29). David et al. (30) found a continuous distribution of fatigue scores on this scale in a sample in Great Britain, and this scale was endorsed by Barofsky and Legro (31) in their review of measures of fatigue. The Fatigue Scale produces a total score, a score reflecting mental fatigue, and a score reflecting physical fatigue. The Fatigue Scale was further refined by Chalder et al. (23). Despite its brevity, the scale was found to be reliable and valid, and it had good face validity and reasonable discriminant validity (area under the ROC curve = 0.85) (23). The 11-item scale was scored according to the continuous scoring procedure, with codes ranging from 0 to 3 and total scores ranging from 0 to 33 (with higher scores signifying greater fatigue). The Fatigue Scale is commonly used in community-based studies of fatigue, CF, and CFS (4, 32).
The GHQ was designed for use in general population surveys, in primary medical care settings, and among general medical outpatients to detect diagnosable psychiatric disorders (25). Shortened versions have been used to measure psychological and somatic distress and to screen for psychiatric "caseness" in community-based and clinic studies of CF and CFS (4, 32, 33). More than 50 validation studies conducted on various versions of the GHQ have shown moderate to high levels of internal consistency and moderate correlations with psychiatric diagnoses (34). Buchwald et al. (33) concluded that the GHQ provides an inexpensive and quick screening for psychiatric disorder in patients with CF and CFS. In the present study, the 12-item version of the GHQ was used. Each GHQ item contains a four-option continuum with codes ranging from 0 to 3; higher scores signify greater likelihood of psychiatric disorder. This scale was scored by summing the codes for each item for a total score (with higher scores signifying greater emotional distress). This continuous scoring procedure is endorsed by Goldberg and Williams (35) as a means of understanding GHQ findings according to a dimensional model for psychological ill health.
Statistical Analyses
Because of limitations imposed by small sample size, this study used a two-stage approach to data analysis in which a series of univariate comparisons were conducted to identify specific variables that would serve as predictors of fatigue at follow-up in regression models. For all univariate analyses, categorical data were analyzed using chi-square tests, and continuous data were analyzed using independent-samples t tests.
In the first set of analyses, CF and healthy control groups identified in wave 1 were compared in terms of sociodemographic and fatigue-related characteristics. Variables demonstrating significant differences between the CF and control groups were then entered as predictors of wave 2 fatigue severity in a series of hierarchical multiple regression analyses using the overall sample. Wave 1 fatigue severity was always entered as the first variable so that other predictors could be tested for their independent contributions to the model.
In the second set of analyses, the wave 1 CF group was divided into two groups according to wave 2 fatigue status. Those who indicated that they had been experiencing CF for the past 6 or more months were designated as the "fatigued" group (N = 26), and those indicating that they were no longer experiencing CF were designated as the "improved" group (N = 25). Using univariate analyses, fatigued and improved groups were then compared in terms of wave 1 fatigue-related characteristics and emotional distress. Variables demonstrating significant differences were then entered as predictors of improved vs. fatigued outcome at wave 2 in a series of hierarchical logistic regression analyses. Wave 1 fatigue severity was always entered as the first variable so that other predictors could be tested for their independent contributions to the model.
Variables used in the analyses were selected and scored as follows. Wave 1 and wave 2 fatigue severity scores were obtained by summing all of the items in the Chalder et al. (23) fatigue severity scale in the wave 1 screening questionnaire and in the wave 2 follow-up questionnaire, respectively. Other characteristics related to fatigue, as well as the eight minor CFS symptoms (7), were analyzed from both the wave 1 and wave 2 CFS screening questionnaires. Although sociodemographic characteristics were assessed at both time points, wave 1 sociodemographic data were used in all analyses involving sociodemographic data. Preliminary analyses indicated no significant differences between wave 1 and wave 2 sociodemographic data.
| RESULTS |
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Comparisons of Chronic Fatigue and Control Groups
Comparisons of wave 1 sociodemographic and fatigue-related characteristics according to wave 1 CF and healthy control groups are presented in the following section. With respect to fatigue severity, individuals in the CF group (mean = 18.49, SD = 5.50) demonstrated significantly higher fatigue severity than individuals in the control group (mean = 13.35, SD = 3.47) (t(127) = -6.52, p < .01). Chi-square analyses of sociodemographic characteristics revealed significant differences between groups in terms of marital status (
2(4) = 10.66, p < .05). A higher percentage of CF participants were divorced compared with control subjects (22.0% vs. 5.1%), and a higher percentage of control subjects were married (48.7%) as compared with CF participants (32.0%). In relation to disability status, a greater proportion of individuals in the CF group (22.0%) were receiving disability income as compared with control subjects (1.3%) (
2(1) = 15.87, p < .01). Individuals in the CF group were significantly older (mean = 44.98, SD = 12.55) than those in the control group (mean = 39.36, SD = 12.45) (t(127) = -2.50, p < .05). No other significant sociodemographic differences were found. A significantly higher proportion of individuals in the CF group also reported that fatigue caused moderate (43.1%) or severe (25.5%) interference with usual daily activities as compared with control subjects (10.3% and 2.6%, respectively) (
2(3) = 46.86, p < .01).
Predictors of Wave 2 Fatigue Severity
After these univariate analyses, hierarchical multiple regression analyses were performed to determine predictors of fatigue severity at wave 2 for the overall sample. Because there were a number of variables for which significant differences between the CF and control groups occurred, a series of separate hierarchical multiple regression analyses were conducted to incorporate each of the significant wave 1 variables according to the following procedures. All independent variables considered were forced into the equation in a predetermined order, and each was examined separately for what it added to the equation at its own point of entry. An
level of 0.05 was used for all regression analyses. The wave 1 fatigue severity score (23) was always entered first, and each significant variable from wave 1 was entered separately into each of the regression equations. When each of these four variables (age, marital status, disability status, and impact of fatigue on usual daily activities) were entered individually into the regression equation, wave 1 fatigue severity was consistently the only significant predictor of wave 2 fatigue severity (all F(2) values > 33.37, all p values < .05).
Predictors of Continued Fatigue Status at Wave 2
Next, we sought to identify potential predictors of continued CF status at Wave 2 follow-up within our sample of 51 individuals with CF. Those who indicated they had been experiencing CF for the past 6 or more months on the wave 2 follow-up questionnaire were designated as the "fatigued" group (N = 26), and those indicating they were no longer experiencing CF were designated as the "improved" group (N = 25). Table 1 presents comparisons of the fatigued and improved groups according to wave 1 sociodemographic characteristics. Chi-square analyses were used to test significant group differences for categorical variables, and a t test was used to test the continuous variables of age and number of children. One significant difference emerged with respect to work status (
2(4) = 13.61, p < .01). A greater proportion of individuals in the fatigued group were either on disability or working part time, and a greater proportion of individuals in the improved group were either unemployed, retired, or working full time.
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2(1) = 7.51, p < .01). A significantly higher proportion of the fatigued participants indicated that their fatigue was present for more than 50% of the time as compared with the improved participants (
2(1) = 9.69, p < .01). Fatigued participants were also found to be significantly more functionally impaired than improved participants (
2(6) = 12.75, p < .05).
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2(1) = 8.67, p < .01), reported significantly more joint pain (
2(1) = 5.99, p < .05), and had significantly more unrefreshing sleep (
2(1) = 4.24, p < .05) as compared with the improved group.
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After this series of individual logistic regression analyses, those variables that were significant predictors of fatigued outcome at wave 2 follow-up were entered into a single hierarchical logistic regression analysis. Thus, wave 1 fatigue severity was entered first, the item "Is your fatigue made worse by physical exertion?" was entered second, and the item "Do you feel worse for 24 hours or more after exercising" was entered last. Findings indicated that all three of these wave 1 variables significantly predicted fatigued outcome at wave 2 follow-up. The parameter estimates (b), odds ratios, 95% confidence intervals, and significance levels are presented in Table 4.
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| DISCUSSION |
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However, when the effects of each of these variables over and above wave 1 fatigue severity were tested separately as potential predictors of fatigue severity at wave 2 follow-up, none emerged as significant predictors. Thus, wave 1 fatigue severity was the only variable that significantly predicted fatigue severity at wave 2 in the overall sample of individuals with CF and control subjects. In part, these results are consistent with findings from prior studies of mixed populations, which have identified markers of more severe illness, such as fatigue severity and more severe disability, as predictors of poorer outcome (8). However, in contrast to prior reports of increasing age and changing or leaving employment as predictors of poorer outcome (8, 19), age and unemployment status did not emerge as significant predictors of fatigue severity at the wave 2 follow-up in the present study.
A number of variables were associated with significant differences between individuals with CF who remained fatigued at follow-up (fatigued group) and those who no longer had CF (improved group). These included work status, wave 1 fatigue severity (23), worsening of fatigue with physical exertion, past-month functional capacity, GHQ index of emotional distress, the frequency of eight minor CFS symptoms (7), postexertional malaise for 24 hours or more, joint pain, and unrefreshing sleep. However, when the effects of these variables on wave 2 fatigue status were examined, not in isolation but in relation to wave 1 fatigue severity, results of logistic regression analysis indicated that wave 1 fatigue severity, worsening of fatigue with physical exertion, and postexertional malaise for 24 hours or more were the only significant predictors of continued CF status at the wave 2 follow-up. With the exception of wave 1 fatigue severity predicting continued CF status, these results contrast with those of prior studies, which highlight the relationships between age, illness duration, illness attributions, and fatigue at follow-up (8).
In part, differences observed between this study and prior studies may stem from the use of different sampling methodologies between studies. Our sample was generated using randomized, population-based sampling methods, whereas a number of previous studies have used samples of convenience, such as tertiary care clinic samples. In contrast to clinic samples, which tend to be biased in terms of ethnic homogeneity, use of medical care, age (typically over 30), and tendency toward medical attribution for symptoms (18, 22), the random community population we sampled was more heterogeneous in terms of these variables and likely more representative of the general population. In addition, although most other studies have used correlational analyses (19) or have reported basic proportional and percentage data (39), the present study analyzed multivariate relationships in predicting outcome at follow-up. In the present study, the contrast in the abundance of significant findings when simple univariate analyses were used as compared with fewer findings when regression analyses were used underscores the importance of considering multivariate relationships when generating conclusions about predictors of outcome in investigations of CF.
Findings for the significance of postexertional malaise in predicting continued fatigue status at follow-up can be interpreted as supporting the prognostic validity of this symptom in predicting long-term CF and should be considered in the future design of measures to assess characteristics of illnesses involving CF. In a recent study, Jason and Taylor (40) found that postexertional malaise was the single most important factor in discriminating CFS and medically explained CF from idiopathic CF. In addition, postexertional malaise also discriminated medically explained CF from psychiatrically explained CF (40). Thus, fatigue resulting from physical exertion not only seems to be a key discriminator of more severe fatigue-related illnesses, but also seems to be an important prognostic indicator of poorer outcome at follow-up.
This study had a number of limitations. One central limitation was the small sample size, which required us to conduct a series of univariate analyses to select variables for the predictive model, thereby limiting the extent to which multivariate statistics could be used. Another limitation that, in part, contributed to the small sample size was the lower follow-up completion rate of 50% for the control sample. Although most follow-up studies of CF are characterized by small sample size (8) and our 50% rate was higher than that found in other large-scale, community-based follow-up studies (3638), it was lower than the rate we achieved for the CF sample (76.1%). It is possible that individuals in the control sample were less likely to participate because of lack of interest in the subject matter of fatigue. This was a preliminary investigation, and as such the initial follow-up sample targeted for interview was small. It would be important to test and replicate these findings in a future study involving the entire wave 1 sample of 18,675 individuals. In addition, measures of some variables found to be predictors of fatigue in previous studies, such as categorical measures of the presence vs. absence of psychiatric disorder, were not included in the present study.
In summary, results from the present investigation support the validity of fatigue severity (23) both as a predictor of fatigue severity at follow-up within a mixed sample of individuals with and without CF and also as a predictor of continued CF status among a sample of individuals with CF only. In contrast to findings from prior studies (8), findings from the present investigation also underscore the validity of postexertional malaise as a predictor of continued CF within a sample of individuals with CF. Differences in findings between the present study and previous studies not only highlight the importance of using random community-based sampling procedures when conducting epidemiological research, but also emphasize the utility of multivariate and logistic regression procedures in accurately testing and identifying predictors of outcome. (4144)
| ACKNOWLEDGMENTS |
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Received for publication November 28, 2000.
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