Professional Documents
Culture Documents
Danielle Edwards
Abstract
Purpose: The purpose of this integrative review is to identify how monthly income influences
Background: Improving the quality and value of life is a pressing issue within healthcare
globally. To improve the quality and value of life, you must start by improving access to
healthcare. There are barriers that impede an individual from being able to receive access to
care. Access to healthcare is particularly pertinent to vulnerable populations such as the elderly.
Income is a reoccurring barrier that seems to affect access to care among the elderly.
Method: This paper is an integrative review that includes a collection of articles from online
nursing databases. The articles within this review are both quantitative studies and systematic
reviews. Each study was chosen based on specific criteria. This information was then used to
examine the relationship between monthly income among the elderly and their access to
healthcare.
Limitations: The most significant limitation of this paper is the author’s limited experience in
Results and Findings: The research complied for this integrative review supports the idea that a
higher monthly income among the elderly presents a greater access to care in comparison to
those with a lower monthly income. Other variables coupled with income were found as
that having a high monthly income will increase access to healthcare among the elderly. It is
recommended that further research be conducted to examine the correlation in more depth to
The purpose of this integrated review is to identify how monthly income influences
access to care among elderly patients. An increasing number of elderly patients are refraining or
delaying their care due to the financial burdens that are in congruence with healthcare cost. As a
result many elderly patients are left with unmet healthcare needs, which can negatively affect
health outcomes. Improving the quality and value of life is a pressing issue within healthcare
globally. In order to improve the quality and value of life, you must start by improving access to
There are barriers such as finances, transportation and comorbidities, that impede an
individual in being able to receive access to care. Access to healthcare is particularly pertinent to
vulnerable populations such as the elderly (Lee, Hamid, Pati, Atum & Millett, 2015). It is
important to address factors such as income to understand how vast an impact that income has on
access to care. The aim of this integrative review is to examine and discuss published research
related to the researcher’s PICOT question: Does monthly income influence access to care
The research design is an integrative review and is focused on five research articles. The
articles specifically pertain to the researcher’s PICOT question,” Does monthly income influence
access to care among elderly patients?” The method utilized by the researcher began with an
initial search using PubMed, Academic Search Complete, and EBSCO’s Nursing Center
Reference databases. The search words were barriers to healthcare, aging and healthcare
access, equity and equality in health, socioeconomic factors and elderly healthcare access, and
income inequalities.
INTEGRATIVE LITERATURE REVIEW 4
The results yielded over 1,200 articles. The articles were then filtered according to year
and relevance to PICOT question. In regards to date, the articles were limited to the years 2013-
2018. Many articles were eliminated due to the date and relevancy requirement. Full text
availability and peer reviewed articles were other filters that were applied. Relevant and
qualified authors were then prioritized. Examples of appropriate qualifications included authors
who are registered nurses (RN), have a Master of Science in Nursing (MSN), or other
professions within or related to healthcare. The use of filters allowed for five articles to be
selected for inclusion in this integrative review. Four articles are reports of quantitative studies
(Kurichi et al., 2017; Lee et al., 2015; Penning & Zheng, 2016; Yamanda et al., 2015) and one
Findings/ Results
The results and findings of the articles identify a positive correlation between monthly
income among the elderly and their access to healthcare (Khanassov et al., 2016; Kurichi et al.,
2017; Lee et al., 2015; Penning & Zheng, 2016; Yamanda et al., 2015). A summary table of all
five articles researched is located in the Appendix at the end of the paper. Below is a brief
overview of the findings and results from each of the articles researched.
Kurichi et al (2017) sought to assess the relationship between perceived facilitators and
barriers to healthcare and actual receipt of recommended medical care among elderly
satisfaction with features of their healthcare delivery system and reported barriers to receiving
healthcare. The study was conducted using surveys from The Medicare Current Beneficiary
Survey (MCBS). The survey included 24, 607 participants of the age of 65 or older. The MCBS
contained a systematic, representative sample that allowed them to generalize their results to the
INTEGRATIVE LITERATURE REVIEW 5
entire elderly Medicare population. The respondent, either the sample person or proxy was
interviewed three times a year over a course of four years. 38 indicators were discovered and
examined independently. The findings were both independently and inversely associated with
the actual receipt of recommended medical care. Finance played a major role in the access to
healthcare. Other themes identified were transportation, care coordination and quality,
Model method of data analysis. Yamada wanted to investigate healthcare access disparity that
cause delayed and unmet healthcare needs for the elderly. Also to examine health inequality,
data was collected from a large collection of the Community Tracking Study Household Survey
from 2003-2004. Reliability and construct validity was examined for internal consistency and
estimation of disparity and inequality. Information was contained from approximately 46, 587
individuals. Another sample size was conducted with 17,797 individuals in 2007. The survey
was administered by telephone, using list-assisted telephone interviewing technology. The data
collected were self-reported data from the participants of their perceived factors related to
delayed un-met healthcare needs. The data was then analyzed using reversion. The common
themes that were identified were unmet healthcare needs, delayed in healthcare access and,
health disparity.
expenditures in six middle-income countries were assessed. Lee used multiple logistic
the number of NCD’s and healthcare utilization as well as out of pocket spending was also
INTEGRATIVE LITERATURE REVIEW 6
assessed using logistic, negative binomial and log-linear models. Cross sectional data was
collected from participants in the World Health Organization (WHO) study on global aging and
adult health (SAGE) from 2001-2010 in six middle income countries. The data was collected
simultaneously and the sample size varied in each country. The participants self reported on
health problems, disability, healthcare utilization, and subjective well-being. The results yielded
that the prevalence of multi-morbidity in the adult population varied. Other significant findings
revealed an association with higher levels of healthcare utilization and greater financial burden
for individuals in middle-income countries. The study supports WHO’s call for universal health
Khanassov et al (2016) conducted a systematic review using the Patent Centered Access
to Healthcare conceptual framework. The purpose was to map the existing evidence on
organizational interventions that improve access to primary care services for vulnerable
populations. Several relevant studies, quantitative and qualitative, were mapped to gather the
information. Scoping reviews were used to identify knowledge gaps, set research agendas, and
identify implications for decision-making. The aim of the scoping review was to explore the
breadth of available evidence in a research domain. The criteria for the study came from a three
pattern analysis. An interative process was completed to search through the literature to refine
the studies and articles. 39 studies in total were reviewed. The survey revealed that there is
limited breadth of research in this area. However three dimensions of access were identified,
Penning and Zheng (2015) examined the impact of income on physician and hospital
utilization from 1992-2002 among adults aged 50 and older in British Columbia. The data was
collected over 11 years from an average of 1.1 million individuals using appraised data approved
from several healthcare committees and organizations. The analyses drew on provincial
administrative health data regarding the use of physician and hospital services. Multivariable
analyses were conducted using the SAS regression software to compare and categorize findings.
The information was pulled from the sample size at random. Then the findings were put in table
format for easier comparison. Findings yielded a decline in hospital-care access accompanied by
increasing income related disparities in physician services access, which show that inequalities
are increasing with in their health care system. The findings of this study corroborate the
findings that were reported in several other studies for the population as a whole and conducted
Discussion/Implications
The articles selected for this review show a correlation between monthly income among
the elderly and access to healthcare. The articles reviewed were framed by common themes such
as finances (income), health insurance, and interventions. The following section is a discussion
on the implications of the articles and their common themes as they correlate to the PICOT
question.
Finance
Finance is a topic that was discussed in all five articles reviewed (Khanassov et al., 2016;
Kurichi et al., 2017; Lee et al., 2015; ; Penning & Zheng, 2016; Yamanda et al., 2015). Over the
past few years healthcare cost has been on a constant rise. “As healthcare costs rises, more of the
increasing costs are transferred to certain disadvantaged populations, and patients have to spend
INTEGRATIVE LITERATURE REVIEW 8
a considerable share of their healthcare cost out-of-pocket” (Yamanda et al., 2015, p. 1747). It
was discovered that individuals with lower incomes had a decreased chance of accessing
healthcare, especially, specialist services in comparison to those with higher incomes (Yamanda
et al., 2015). Financial burdens and inequalities are some of the leading reasons why individuals
recommendations” (Kurichi et al., 2017, p.49). The information obtained from these articles is
important to the PICOT question as they support the notion that there is a correlation between
having a higher income and receiving access to healthcare. Data analysis of finances among the
elderly was assessed via patient surveys or by legally obtaining Medicare or health insurance
records. All the articles are overwhelmingly in agreement that having a higher income plays a
major role in access to healthcare. However the authors of the articles also believe that further
research is needed in order to properly address the disparity and inequality gap. These studies
provide evidence to help develop polices and interventions that specifically address income as it
Health Insurance
In two of the studies, the authors addressed health insurance as a subset to finances to
address how it also affects access to healthcare among the elderly (Lee et al., 2015; Yamanda et
al., 2015). The number of uninsured individuals, insufficient insurance coverage, lack of
reasonable cost, and the widening disparity has adversely affected the elderly population
(Yamanda et al., 2015). These factors have led to delayed or limited access to healthcare
increasing the unmet health needs of the elderly. Health insurance does not directly relate to the
PICOT question, however, it indirectly affects finances and access to healthcare. Health
insurance is designed to lessen financial burdens on individuals and allow them the opportunity
INTEGRATIVE LITERATURE REVIEW 9
to receive medical care. The benefits of these two studies on the discussion of health insurance
bring the attention to policy makers. It forces policy makers to develop interventions that pertain
to making healthcare more accessible and affordable. As a result reducing the inequalities and
burden of healthcare. A recommendation for future research is to conduct a study that examines
broadening health insurance coverage and reducing cost. These studies would then assess the
impact on access, utilization, policies on healthcare and the impact on an individual’s health.
Interventions
The interventions for the financial burdens faced by the elderly, whether related to low
monthly income or health insurance are aimed at reforming current polices and obtaining
affordable health insurance. Common interventions mentioned in all five articles were the need
to implement more studies aimed at discovering the factors affecting income inequality among
the elderly (Khanassov et al., 2016; Kurichi et al., 2017; Lee et al., 2015; ; Penning & Zheng,
2016; Yamanda et al., 2015). Further studies would allow researchers to uncover the impact that
income inequalities have on access to healthcare (Penning & Zheng, 2016). It is also imperative
for policy makers to address the varying issues in relation to healthcare in order to make if more
affordable and accessible (Yamanda et al., 2015). As a result there will be a reduction in the
Lastly, it was mentioned by Lee et al that they support WHO’s view to implement
universal healthcare coverage for vulnerable populations such as the elderly (2015). It is
believed that universal healthcare will lower the cost of coverage allowing for better access to
healthcare as well as utilization of care. However, more research is needed to address the
Limitations
INTEGRATIVE LITERATURE REVIEW 10
While compiling this integrative review, the researcher faced many limitations. A major
contributing factor is the researcher’s lack of experience and knowledge about an integrative
review process. In addition, the researcher lacks the qualifications to contribute reliable input to
this subject, due to the fact that the author’s background is limited to a nursing student. As a
result, the researcher’s ability to provide insight on the topic solely in relation to the PICOT
Another limitation the researcher faced was selecting articles for the review. The
researcher experienced trouble gaining access to certain articles. In addition, being limited to
only five articles with a five-year time frame failed to provide information that would make the
review of literature more comprehensive. The lack of research on the subject also posed as a
limitation. Collectively these factors greatly decreased the ability to provide expansive
Conclusion
The evidence gathered for this integrative review supports the notion that there is a
correlation between income and access to care among the elderly (Khanassov et al., 2016;
Kurichi et al., 2017; Lee et al., 2015; Penning & Zheng, 2016; Yamanda et al., 2015). Access to
care among the elderly is directly related to income and indirectly related to health insurance.
Lower income among the elderly reflected delayed, limited access or no access to healthcare in
comparison to those with a higher income (Yamanda et al., 2015). Addressing the disparities
with income and access to healthcare is imperative so that the elderly can continue to age without
the burdens of unmet healthcare needs (Yamanda et al., 2015). For future implementation
health insurance, and advocating for policy changes will greatly impact access to healthcare
INTEGRATIVE LITERATURE REVIEW 11
among the elderly population. In relation to the PICOT question addressed, monthly income
affects access to care among the elderly population, the literature supports a correlation between
References
Khanassov, V., Pluye, P., Descoteaux, S., Haggerty, J. L., Russell, G., Gunn, J., & Levesque, J.
health care for vulnerable populations: a scoping review . International Journal for
Kurichi, J. E., Pezzin, L., Streim, J. E., Kwong, P. L., Na, L., Bogner, H. R., ... Hennessy, S.
(2017, May 18). Percieved barriers to healthcare and recipt of recommended medical care
among elderly medicare beneficiaries []. Archives of Gerontology and Geriatrics, 72, 45-
51. http://dx.doi.org/10.1016/j.archger.2017.05.007
Lee, J. T., Hamid, F., Pati, S., Atun, R., & Millett, C. (2015, July 8). Impact of
expenditures in middle income countries: cross sectional analysis []. PLOS ONE, 10(7),
1-18. http://dx.doi.org/10.137/journal.pone.0127199
Penning, M. J., & Zheng, C. (2016). Income inequities in health care utilization among adults
Yamanda, T., Ching Chen, C., Murata, C., Hiarai, H., Ojima, T., Kondo, K., & Harris III, J. R.
(2015, January 21). Access disparity and health inequality of the elderly: unmetneeds and
First Author (Year)/Qualifications Penning (2015)- PH.D, Department of Sociology, University of Victoria
Penning, M. J., & Zheng, C. (2016). Income inequities in health care utilization among adults
Background/Problem Statement
Equal access to and utilization of health services in countries
Financial barriers in regards to equity in the use of health care services in Canadian
health
This study addressed the impact of income on physician and hospital utilization from
1992-2002 among adults aged 50 and older in British Columbia
Lower income vs. higher income
Conceptual/theoretical Not mentioned
Framework
Design/ Analyses drew on provincial administrative health data regarding the use of physician
Method/Philosophical and hospital services (i.e medical services plan, physician payment information and
Underpinnings hospital discharge abstract database)
Use of data was approved by the British Columbia Ministry of Health, British
Columbia Linked Health Database, Data Stewards and the University of Victoria
Human Research Ethics Committee.
Sample/ Setting/Ethical All adults aged 50 and older who were residents in province of British Columbia and
Considerations registered to receive health services between January 1, 1992 and December 31, 2002.
Over an 11 year study
Overall data was available for an average of 1.1 million individuals
Major Variables Studied (and their Health service was the dependent variable
definition), if appropriate Income and year were the primary independent variable
Age, gender, rural-urban residence and health status were included as control variables
INTEGRATIVE LITERATURE REVIEW 14
Data Analysis
Multivariable analyses were conducted using SAS logistic regression software to
compare and categorize findings
Information was pulled from sample at random
Findings/Discussion
Findings of declines in hospital-care access, accompanied by increasing income related
disparities in physician services access, show that inequalities are increasing with in
Canada’s health care system.
Findings indicate that with health status differences taken into account, those with
lower incomes were less likely to access hospital services than those with higher
incomes.
The findings corroborate the findings that were reported in several other studies for the
population as a whole and conducted during the same time.
Their findings of health status were limited to co-morbid chronic conditions, which
could have limited the findings
Several other limitations were noted
Appraisal/Worth to practice This study focused on the access to and utilization of healthcare
The article was limited to Canada
Health status, age, income, gender, year, and rural-urban variables were compared to
analyze the problem stated.
Khanassov, V., Pluye, P., Descoteaux, S., Haggerty, J. L., Russell, G., Gunn, J., & Levesque, J.
care for vulnerable populations: a scoping review []. International Journal for Equity in
Background/Problem
Statement Health systems are struggling to provide equitable access to community-based primary
health care
The access to primary care services is worse for populations in situations of vulnerability.
Focuses on indicators such as the way care is offered as well as the ability of people to seek
and engage in the care.
The purpose of this study was to map the existing evidence on organizational interventions
that improve access to primary care services for vulnerable populations
Conceptual/theoretical Study was a part of the Australian-Canadian IMPACT program (Improving Models
Framework Promoting Access to Care Transformation)
Used the Patient Centered Access to Healthcare conceptual framework and the classification
of interventions of the Cochrane Effective Practice and Organization of Care
Design/ Mapped relevant studies
Method/Philosophical Scoping reviews were used to identify knowledge gaps, set research agendas and identify
Underpinnings implications for decision making
Scoping reviews are aimed to explore the breadth of available evidence in a research domain
An interative process was completed to search through literature to refine their studies and
articles
Sample/ Setting/Ethical There was no sample size noted
Considerations The criteria came from organizational interventions in Organization for Economic
Cooperation and Development countries aiming to improve access to primary care for
vulnerable populations
All studies and articles published from 200 in English or French, reporting at least one
INTEGRATIVE LITERATURE REVIEW 16
outcome
39 studies were reviewed
Major Variables Studied (and No variables were stated in the article
their definition), if
appropriate
Measurement Tool/Data A three step qualitative synthesis specifically theory driven to classify interventions,
Collection Method dimensions and outcomes for each study
Key words were searched in academic databases to specify the search.
Data Analysis
Findings of the study were complied and organized in charts, graphs and tables
Each study
Out of 8,694 records 6,943 were not eligible based on the title and or the abstract, and 1,721
were excluded based on full text publications
Findings/Discussion
There is limited breadth of research in this area
It is suggested to conduct a full systematic review of studies on the effectiveness of the
formal integration of services to improve access to primary care services for vulnerable
populations
Three dimensions of access were identified (approachability, availability, and affordability)
Appraisal/Worth to practice
The review of this study was to review interventions aimed at improving access to care to
primary care for vulnerable populations
Limited number of published research studies
More research needs to be completed
INTEGRATIVE LITERATURE REVIEW 17
First Author Kurichi (2017), Department of Biostatics and Epidemiology, The Center for Clinical
(Year)/Qualifications Epidemiology and Biostatistics, and Perelman School of Medicine at the University of
Pennsylvania, Philadelphia, PA
Kurichi, J. E., Pezzin, L., Streim, J. E., Kwong, P. L., Na, L., Bogner, H. R., ... Hennessy, S. (2017,
May 18). Percieved barriers to healthcare and recipt of recommended medical care among
elderly medicare beneficiaries []. Archives of Gerontology and Geriatrics, 72, 45-51.
http://dx.doi.org/10.1016/j.archger.2017.05.007
Background/Problem
Statement Medicare beneficiaries perceived barriers to receiving healthcare.
To examine survey respondents ratings of satisfaction with health system features that can
facilitate care, plus perceived barriers to care.
The objective was to assess the relationship between perceived facilitators and barriers to
healthcare and actual receipt of recommended medical care among elderly beneficiaries.
Conceptual/theoretical
Framework
Design/ A cohort study using data from the 2001-2008 entry panels of the Medicare Current
Method/Philosophical Beneficiary Survey
Underpinnings The Medicare Current Beneficiary Survey (MCBS) was used to contain a systematic,
representative sample that allowed them to generalize their results to the entire elderly
Medicare population
Survey included 24, 607 of the age of 65 or older.
A literature review was done using key words conducted in an academic database.
Sample/ Setting/Ethical Several references were utilized for this study
Considerations Respondent, either the sample person or proxy was interviewed three times a year over the
course of four years.
INTEGRATIVE LITERATURE REVIEW 18
Major Variables Studied (and Measures of beneficiaries’ satisfaction with features of their healthcare delivery system, and
their definition), if reported barriers to receiving healthcare.
appropriate
Measurement Tool/Data Client perceived barriers to access to healthcare based off surveys
Collection Method
Findings/Discussion
The findings were both independently and inversely associated with the actual receipt of
recommended medical care.
Finance played a major role in access to healthcare among several other themes;
transportation, care coordination and quality, and no usual source of care.
Satisfaction with care
Appraisal/Worth to practice
Focused specifically on Medicare Beneficiaries in one community
Limited to patient-reported satisfaction with health services and perception of barriers to
healthcare are subjective
Future studies need to be conducted
First Author Lee (2014) Department of Primary Care and Public Health, School of Public Health,
(Year)/Qualifications Imperial College of London, London, United Kingdom
Lee, J. T., Hamid, F., Pati, S., Atun, R., & Millett, C. (2015, July 8). Impact of noncommunicable
income countries: cross sectional analysis []. PLOS ONE, 10(7), 1-18.
http://dx.doi.org/10.137/journal.pone.0127199
Background/Problem
Statement Burden of non-communicable disease (NCD’s) has grown rapidly in low and middle income
countries, where populations are ageing, with rising prevalence of multi-morbidity.
Assessed the impact of NCD multi-morbidity on healthcare utilization and out of pocket
expenditures in six middle income countries.
Conceptual/theoretical Not mentioned
Framework
Measurement Tool/Data
Collection Method Multiple logistic regression to analyze the findings of the study
Key words were used in an academic search
INTEGRATIVE LITERATURE REVIEW 20
Findings/Discussion Multimorbidity is associated with higher levels of healthcare utilization and greater financial
burden for individuals in middle- income countries
The study supports WHO’s call for universal health insurance and health service coverage in
LMIC’s, specifically for vulnerable populations.
Study discovered a greater financial burden for those with NCD multimorditiy in LMI’s
Appraisal/Worth to practice This study provides further evidence for policies and targeted interventions to tackle and
grow.
Acknowledges the need for advocacy for vulnerable populations.
First Author Yamada (2015), Department of Economics, Center for Children and Childhood Studies at
(Year)/Qualifications Rutgers University, The State of New Jersey
Yamanda, T., Ching Chen, C., Murata, C., Hiarai, H., Ojima, T., Kondo, K., & Harris III, J. R.
(2015, January 21). Access disparity and health inequality of the elderly: unmetneeds and
delayed healthcare []. International Journal of Enviornmental Research and Public Health,
Background/Problem The purpose of the study is to investigate healthcare access disparity that will cause delayed
INTEGRATIVE LITERATURE REVIEW 21
Statement and unmet healthcare needs for the elderly and to examine health inequality.
Healthcare costs rises, more of the increasing costs are transferred to certain disadvantaged
populations
Measurement Tool/Data
Collection Method Key words were used
The survey was administered by telephone, using computer assisted random digit dialing.
Data Analysis Findings were well identified and organized in chart, table and graph form
Common themes discovered were unmet healthcare needs, delayed in healthcare and access
and health disparity.
Findings/Discussion The results show that predisposing factors (attitude, beliefs, and perception by socio-
demographic differences) are negatively associated with delayed healthcare.
INTEGRATIVE LITERATURE REVIEW 22
The results also discovered some enabling factors (availability of health insurance coverage,
and usual sources of healthcare providers)
Income, health status, and health inequality are exogenously determined.
Appraisal/Worth to practice
The purpose of this study was to examine healthcare access disparity that will cause delayed
and unmet healthcare needs for the elderly and to examine health inequality and healthcare
cost burden for the elderly
There were three main objectives for this study