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Biopsychosocial, work-related, and environmental factors affecting work participation in people with Osteoarthritis: a systematic review
BMC Musculoskeletal Disorders volume 24, Article number: 485 (2023)
Abstract
Purpose
Osteoarthritis (OA) causes pain and disability, with onset often during working age. Joint pain is associated with functional difficulties and may lead to work instability. The aims of this systematic review are to identify: the impact of OA on work participation; and biopsychosocial and work-related factors associated with absenteeism, presenteeism, work transitions, work impairment, work accommodations, and premature work loss.
Methods
Four databases were searched, including Medline. The Joanna Briggs Institute Critical Appraisal tools were used for quality assessment, with narrative synthesis to pool findings due to heterogeneity of study designs and work outcomes.
Results
Nineteen studies met quality criteria (eight cohort; 11 cross-sectional): nine included OA of any joint(s), five knee-only, four knee and/or hip, and one knee, hip, and hand OA. All were conducted in high income countries. Absenteeism due to OA was low. Presenteeism rates were four times greater than absenteeism. Performing physically intensive work was associated with absenteeism, presenteeism, and premature work loss due to OA. Moderate-to-severe joint pain and pain interference were associated with presenteeism, work transition, and premature work loss. A smaller number of studies found that comorbidities were associated with absenteeism and work transitions. Two studies reported low co-worker support was associated with work transitions and premature work loss.
Conclusions
Physically intensive work, moderate-to-severe joint pain, co-morbidities, and low co-worker support potentially affects work participation in OA. Further research, using longitudinal study designs and examining the links between OA and biopsychosocial factors e.g., workplace accommodations, is needed to identify targets for interventions.
Systematic review registration
PROSPERO 2019 CRD42019133343.
Background
Osteoarthritis (OA) is the most common form of arthritis [1]. Incidence and prevalence are higher in women, with the most affected joints (in order) being the knee, hip, wrist/hand then ankle/foot joints [2, 3]. Age is a strong risk factor [4], with prevalence increasing between 40 to 44 years of age in women and 45 to 49 years in men [2, 5, 6]. Those overweight or obese have nearly three times the risk of knee OA compared to those of normal weight, and this is a modifiable risk factor [4].
Work participation (i.e., being employed/in paid work) is increasingly seen as a primary outcome of rehabilitation [7]. OA often starts when people are still employed [8,9,10], with a higher prevalence in those whose work involves repeated squatting, kneeling, and/or heavy lifting [9,10,11]. OA leads to joint pain and reduced function, affecting occupational performance [8] and leading to work instability (i.e., a mismatch between functional capacity and work demands which can threaten employment if not resolved [12]. This is associated with absenteeism (taking sick days off work), presenteeism (reduced work productivity at work), work transitions (work interruptions due to a health condition), work impairment (factors that reduce work ability/capacity), and premature work loss due to ill-health [13,14,15,16,17]. These impact on individuals’ home life, daily activities, quality of life and have financial consequences for the individual and society [18]. However, the use of workplace accommodations (defined as organisation-level practices that may be used by employees to accommodate their work and health needs, such as flexible hours; special equipment or adaptations (e.g., ergonomic chairs or equipment); or modified work schedules (e.g., more breaks) have been shown to improve employment outcomes in employed people with OA or inflammatory arthritis compared to those who do not use these accommodations [19].
Biopsychosocial and work-related factors can help explain the impact of OA on individuals’ work. The World Health Organization’s International Classification of Functioning, Disability and Health (ICF) provides a framework for measuring health and disability in individuals and the population [20]. Heerkens et al., have extended the ICF to classify how an individual’s work functioning, work activities, and participation can be affected by their: 1) health or disease; 2) external factors, such as work-related factors (relationships, tasks, employment conditions), work load (mental and physical), non-work related load (e.g., family/caring responsibilities), other external factors (e.g., home/social support); and 3) personal factors, such as a person’s functional capacity (physical and mental), work-related personal factors (e.g., motivation to work harder) and general personal factors (e.g., age, sex, education, self-efficacy, coping) [21].
Two systematic reviews evaluated studies published to 2013 of the effects of OA on work [8, 22]. There was a mild negative effect of OA on work participation (i.e., having paid work, work productivity, absenteeism, work disability, or early retirement); even though people experienced work problems, only a small proportion left work as a result [8]. However, the authors noted that evidence was sparse to support conclusions [8]. Chronic knee pain or knee OA were strongly associated with absenteeism but there was limited evidence for effects on presenteeism, as only one cohort study examined this [22]. At the time, there was little evidence available about which individual or work-related factors are associated with absenteeism and none available evaluating which factors affect presenteeism in people with chronic knee pain or knee OA [22]. Work accommodations can help people stay in work; employed people with rheumatoid arthritis (RA) with workplace accommodations are 2.5 times more likely to remain in work [23]. However, there were few studies investigating workplace accommodations outcomes in employed people with OA [8]. In the last 10 years, further research has been published meaning that the impact of contextual factors on work in OA can now be investigated.
The impact of OA on work participation is growing due to an ageing population and the obesity epidemic [24]. Additionally, the increasing State Pension age means people living with OA will need to stay in the workforce for longer. The aims of this systematic review were to identify and summarise the impact of OA on work participation and the biopsychosocial and work-related factors associated with absenteeism, presenteeism, work transitions, work impairment, work accommodations, and premature work loss.
Methods
Protocol and registration
The review protocol was registered with PROSPERO (registration number: PROSPERO 2019 CRD42019133343) and is available to view at: https://www.crd.york.ac.uk/prospero/display_record.php?ID=CRD42019133343
Literature search
Studies were identified by searching four electronic databases: Allied and Complementary Medicine (Ovid; 1985–May 2022); The Cumulative Index to Nursing and Allied Health Literature (EBSCOhost; 1976–May 2022); MEDLINE (Ovid; 1946–May 2022); and APA PsycInfo (Ovid; 1806–May 2022). The search strategy was developed using medical subjects heading (MeSH) terms and text words related to OA, absenteeism, presenteeism, work impairment, productivity, and biopsychosocial factors that may impact work participation. (See Additional File 1 for the Medline Ovid search strategy).
Eligibility criteria
Publication date or publication status restrictions were not imposed.
Types of studies
Observational studies, e.g., cohort, cross-sectional, and case–control, assessing work participation in people with OA. Interventional and qualitative studies were excluded.
Types of participants
Adults (aged 18 years or over); OA in any joint(s) (diagnosed radiographically or clinically, physician-diagnosed, or participant self-reported); OA as the primary condition perceived as the main impact on work; self-employed or in paid employment at least one day/ week; and may or may not have had joint replacement surgery due to OA.
Context
Any setting.
Outcome measures
Prevalence of at least one of: absenteeism; presenteeism; work impairment; work transition; premature work loss (i.e., due to ill-health); workplace accommodations.
Study selection
Study titles and abstracts were retrieved, then screened independently by two reviewers (AC, YP) to identify those meeting eligibility criteria. Eligible full-text articles were then independently screened (AC, YP) for inclusion (Fig. 1). Disagreements were resolved by discussion (AC, YP) and if no agreement reached, discussed with a third reviewer (AH).
Data extraction
A data extraction form was developed and pilot-tested on five randomly selected studies and refined accordingly. One reviewer (AC) extracted data from included studies. The lead author of one study was contacted for numerical data for OA-only participants [25]. Data extracted included: study characteristics, participant characteristics, outcome measures, and study results. For the full data items extracted, please see the protocol registered with PROSPERO.
Methodological quality assessment
Four reviewers (AC, YP or AH, JP) critically appraised study methodological quality using the Joanna Briggs Institute for cohort or cross-sectional studies, as appropriate (see Additional File 2) [26]. Studies scoring ≤ 50% (low quality) were excluded and those scoring 51–79% (moderate quality) and 80–100% (good quality) were included [26]. Disagreements were resolved through discussion with all four reviewers to reach a consensus.
Results
Study selection
The PRISMA flow diagram is shown in Fig. 1. Twenty-two articles were initially identified as eligible and quality assessed, with three then excluded [27,28,29] (see Additional File 3 for exclusion reasons).
Synthesis of results
A narrative synthesis of findings was conducted due to the heterogeneity in study designs and work outcomes. Study characteristics, e.g., study design; participant demographics; OA joint(s); study size and setting; and outcome measures reported are included in Table 1. Additional Files 4 and 5 are tables summarising findings for the following outcomes (where available): absenteeism; presenteeism; work impairment; work transitions; and premature work loss. Additional File 6 summarises workplace accommodation outcomes.
Study characteristics
Of the 19 studies, eight were cohort [17, 24, 30,31,32,33,34,35] and 11 cross-sectional studies [13, 14, 25, 36,37,38,39,40,41,42,43]. Nine reported about OA of any joint(s) [17, 25, 32, 34, 35, 37,38,39, 43]; five knee OA only [14, 24, 31, 36, 40]; four knee and/or hip OA [13, 30, 33, 41] and one study assessed people with at least one of knee, hip and/or hand OA [42] (Table 1).
Nine studies were based on four datasets: the North Staffordshire Osteoarthritis Project (NorStOP), a population-based prospective cohort study [17, 34, 35]; United States 2009 National Health and Wellness Survey (NHWS [38, 39]; the Long-term Evaluation of Glucosamine Sulfate (LEGS) study [24, 36]; and the Skåne Health Care Register data linked to Swedish Social Insurance Agency data [14, 30]. Amongst the cohort studies, follow-up ranged from one to eight years.
Methodological quality assessment
Results of the quality assessment are shown in Table 2. All eight cohort studies were good quality. Five cross-sectional studies were moderate and six were good quality.
Work participation outcomes: absenteeism, presenteeism, work impairment and work transitions
Outcomes are summarised in Additional File 4.
Absenteeism
Five studies used percentages to report absenteeism due to OA; the rates were between 1.4–14.0% [13, 14, 24, 32, 36]. However, studies measured absenteeism using different timescales, ranging from currently on sick leave to sick leave in the last 12 months, making comparisons difficult.
A large cohort study found hours of work lost due to absenteeism in workers with OA pain was 2.7 (standard deviation (SD) 7.1) hours in the past week, compared to workers without OA pain, losing 1.4 (SD 5.6) hours (p < 0.0001) [38]. OA patients had over twice as many days of absenteeism (22.8 vs 8.1 days per patient year (PPY)) and periods of absenteeism (2.2 vs 1.0 PPY) compared to age- and sex-matched controls without OA [33].
Biopsychosocial factors associated with absenteeism were: younger age (any absenteeism = 46.1 (SD 15.3) years versus (vs) none = 55.4 (SD 11.3) years; p < 0.001); and a higher comorbidity burden compared to OA patients with no absenteeism (Charlson Comorbidity Index scores: any comorbidity = 3.1 (SD 8.0) vs. none = 0.7 (SD 3.3); p = 0.006) reported in a small cross-sectional study (n = 233) [43]. A large Finnish cohort study (n = 51,068) analysed data from electronic medical records found that of the 22.8 days of absenteeism PPY for OA patients (vs 8.1 days for controls), 6.3 days of sick leave were recorded as due to OA and 8.4 days due to comorbid conditions [33]. Absenteeism was higher in hip/knee OA patients with type 2 diabetes compared to control patients without diabetes (31.2 vs 7.9 days PPY) [33]. Hip/knee OA patients with chronic obstructive pulmonary disease (COPD) had more days of absenteeism PPY compared to controls without COPD (39.0 vs 8.1 days PPY) [33].
A cross-sectional study (n = 2,170) found people with moderate/severe OA pain (score 4–10; Western Ontario and McMaster Universities Osteoarthritis Index (WOMAC) Pain scale) reported greater percentages of work time missed due to health problems than those with no/mild pain (score 0–3) (20.5% vs 5.5% work time missed, respectively) [41]. Additionally, absenteeism was greater in those with, than without, presenteeism (2.9% (SD) 10.8% vs. 0.0% (SD 0.4) %, p = 0.03, respectively) [41].
A large Swedish cohort study (n = 165,179) found the risk of absenteeism (adjusted for age and education) due to knee OA was three times higher for women working in healthcare (odds ratio (OR): 3.3, 95% confidence interval (CI): 2.6–4.1), childcare (OR: 3.0, 95% CI: 2.3–3.9) and cleaning sectors (OR: 3.1, 95% CI: 2.2–4.2) compared to those in business/administration [30]. For men, it was one to three times higher in farming (OR: 1.7, 95% CI: 1.1–2.5), transport (OR: 1.8, 95% CI: 1.3–2.5), metal work (OR: 2.6, 95% CI: 1.7–3.9), and construction (OR: 3.0, 95% CI: 2.3–3.9), compared to business/administration [30]. Similarly, a small cross-sectional study reported that physically intensive work was significantly associated with absenteeism (OR: 4.2, 95% CI: 1.5–11.9), p < 0.05, adjusted for body mass index (BMI) and quality of life [40].
Hip/knee OA patients from a large Finnish cohort with a BMI > 30 kg/m2 had more days of absenteeism PPY compared to those with normal BMI (≤ 25 kg/m2) (28.2 vs 16.3 days PPY). In controls without OA, there were lower levels of absenteeism but the same trends (9.4 vs 7.3 days PPY for BMI > 30 kg/m2 and BMI ≤ 25 kg/m2, respectively) [33].
Presenteeism
Presenteeism was evaluated by ten studies, using a variety of measures to ascertain productivity loss. The Work Productivity and Activity Impairment (WPAI) questionnaire [44] was used in seven studies [24, 36,37,38,39, 41, 43], whilst the Productivity and Disease Questionnaire [40, 45] was used in one cross-sectional study, and cohort study reported on a single item from the Medical Outcomes Study Short Form-36 (SF-36) “During the past 4 weeks, have you accomplished less than you would like in your work or other regular daily activities as a result of your physical health?” [35, 46]. Another cross-sectional study estimated productivity by valuing healthy time lost due to OA using market wage rates in Portugal [42, 47]. This meant that the comparison of presenteeism reported across these studies was challenging.
A cross-sectional study (n = 2,173) reported that presenteeism rates and loss of hours due to presenteeism were almost four times greater than for absenteeism [38]. Presenteeism was higher in those with OA pain compared to those without OA or arthritis pain in the past month (31% vs. 16% productive time at work lost (p < 0.0001); 9.7 (SD 9.7) hours vs 5.2 (SD 8.6) hours lost (p < 0.0001) [38]. Another cross-sectional study (n = 2,417) found that OA patients with mild pain treated with prescription medication had a significantly higher level of presenteeism (47.2%) than those with moderate/severe pain untreated with prescription medication (43.9%) (p < 0.001) [37]. OA patients in the mild pain treated with prescription medication group had a higher mean number of joints affected by arthritis and more comorbidities compared to those in the moderate/severe pain untreated with prescription medication group.
Furthermore, one cohort study and three cross-sectional studies found that joint pain was significantly associated with reduced work productivity, particularly in those with moderate/severe knee pain in the past week [24, 36, 40, 41]. Similarly, another cohort study reported that high pain intensity at baseline was significantly associated with work productivity loss three years later in OA primary care consulters. This association remained unchanged after adjusting for age, sex, educational attainment, occupational class, and comorbidity [35]. Physical limitation mediated the association between pain intensity and work productivity loss [35].
Findings from cross-sectional studies included in this review reported other biopsychosocial and work-related factors associated with presenteeism included: problems with one or more joints other than the knee [36]; higher use of prescription medication [37, 43]; greater depression severity [43]; lower mental and physical health status scores compared to those without presenteeism [43]; an SF-12 Physical Component Summary score of < 50 at baseline [24]; younger age [43]; performing physically intensive work [40]; semi-manual or manual occupations [24]; and job insecurity [36].
Work impairment
Three cross-sectional studies measured work impairment using the WPAI [37, 38, 41]. Workers with OA pain had greater work impairment than those without OA pain (34.4% vs 17.8%, p < 0.0001) [38]. People with moderate-to-severe pain, with or without opioid use, had significantly greater overall work impairment (52.3% or 44.6%, p < 0.05, respectively) than those with no or mild pain without opioid use (23.8%) [41]. Work impairment was greater in those with, than without, presenteeism (39.5% (SD 25.1) % vs. 0.0% (SD 0.4) %, p < 0.001) regardless of pain level or opioid use [41]. Similarly, those with moderate/severe pain treated with prescription medications had two to six times higher impairment compared with those with mild pain untreated with prescription medications (p < 0.001) [37]. Those with higher pain intensity or moderate/severe pain on prescription medication (including opioids) had the greatest level of comorbidity, i.e., higher rates of depression or anxiety, osteoporosis, sleep disorders, and chronic low back pain compared to those with less pain or not taking prescription medication [37, 41].
Work transitions
A cross-sectional study reported the most common work transitions were: work interrupted for at least 20 min (15%); unable to take on extra projects/responsibilities (11%); and lost time at work (e.g., leaving work early, arriving late or taking an extended lunch break) (9%) [36]. A six-year follow-up Finnish study found on average six transitions (95% CI 5.8–6.0) were made between different work participation statuses per person [32]. The work participation statuses investigated were: being at work; on partial work disability; on sickness absence because of OA; on time-restricted full work disability; unemployed; economically inactive (not at work and not receiving ill health–related or unemployment benefit, or pension); on permanent disability retirement; and reached official retirement age (63 years in Finland) [32]. The most common pathway for those with two transitions was from sickness absence to work, followed by being on full disability retirement or reaching official retirement age [32]. A small cross-sectional study found that biopsychosocial and work-related factors associated with work transitions included: moderate-to-severe knee pain in the past week, a comorbidity score of four or more, or low co-worker support [36].
Expected work limitations
A UK-based cohort study measured expected work limitations prior to future pension age (69 years) in OA primary care consulters, using a single question “Do you think joint pain will limit your ability to work before you reach 69 years old?” [34]. Better physical function was highly protective against expected work limitations [34]. Work dissatisfaction and low co-worker support were associated with expected work limitations, although by relatively few respondents (25.8% and 6.7%, respectively) [34].
Outcomes: leaving work before statutory retirement age
These outcomes are summarised in Additional File 5.
Premature work loss / early exit from work
Premature work loss is defined differently in studies. A UK cohort study defined this as either being unemployed, stopped working due to ill-health or retiring prior to State Pension age [17]. Being male, pain interference and low co-worker support were independently associated with premature work loss in OA primary care consulters, after adjusting for potential confounders (e.g., age, sex, and socio-economic factors) [17]. A Finnish cohort study defined premature work loss as early exit from paid employment by transiting to permanent disability retirement or retiring prior to 63 years old [32]. Potential working life-years lost was calculated by using actual premature work loss age and Finnish working life expectancy forecast tables (Years 2006–2014) [32]. People with OA lost 2.1 (95% CI: 2.0–2.2) potential working life–years [32]. A Portuguese cross-sectional study measured early exit from work (i.e., having no paid work, receiving disability pensions or officially early retired) [42] and found knee OA was strongly associated with early exit from work, but not hand or hip OA [42]. Furthermore, those with knee OA with the highest levels of disability and worse pain interference were at a greater risk of early exit from work compared to those without knee OA [42].
Disability pension / disability retirement
The number of people with knee OA on disability pensions in Sweden increased with age [14]. Women with knee OA had more days disability pension/year than men (94 vs. 47 days) [14]. The risk of having a disability pension due to knee OA (after adjusting for age and education) was increased for: women in the healthcare, childcare, or cleaning sectors; and for men, the construction, metal work, or transport sectors [30]. A large Swedish cohort study reported that the risk of disability pension due to hip OA was increased in all job sectors for women, as compared to business and administration. For men, risk increased only in the farming sector [30].
A large Finnish registry cohort (n = 1,135,654) reported that physical load factors (e.g., heavy physical work, heavy lifting, kneeling or squatting work, sitting, standing or moving) were statistically significantly associated with disability retirement due to knee OA in men and women after adjusting for age [31]. All physical load factors, except sitting, increased risk of disability retirement. However, these risk estimates decreased after further adjusting for education [31]. Observed occupational differences in disability retirement were explained by educational level and mediated by physical workload factors [31]. The risk of disability retirement was highest for those in the following occupations: plumbers, electricians and construction workers [31]. Women in physically demanding occupations (i.e., cleaners, kitchen workers, building caretakers, and assistant nurses) had the highest risk of disability retirement compared to those in professional occupations [31].
Outcomes: work accommodations
A cross-sectional study reported working fewer hours was the most desired and frequently used workplace accommodation in people with knee and/or hip OA [13]. Others, such as taking frequent short breaks and better dividing of effort during a workday (pacing), were also reported [13]. These outcomes are summarised in Additional File 6.
At 12-month follow-up, 28% (n = 99) had made at least one change in their work, the most common being changing occupation (n = 43). Some reported increasing (n = 21) or decreasing (n = 20) workhours.
A cross-sectional study of availability of, need for, and use of 14 workplace accommodations, benefits, and practices in the past 12 months investigated if needs for each were unmet, met, or exceeded [25]. Most of the 14 accommodations were needed by < 25%. Women were more likely to need five or more accommodations compared to men, and more likely to receive help with job tasks compared to men [25].
Use of two to four accommodations (compared to zero or one accommodation) was predicted by greater work activity limitations and health variability [25]. Use of five or more accommodations was predicted by work activity limitations, physical work demands and health variability [25]. Participants with OA whose accommodation needs were exceeded were more likely to report greater job control compared to those with unmet needs [25]. Additionally, those with unmet needs were more likely to work in sales/retail, have less job control and increased work stress, compared to those having accommodation needs met [25].
Discussion
The findings from our systematic review extend that available from previous reviews, published 10 years ago. These identified mild negative effects of OA on work participation [8], but that there was little research available about individual or work-related factors associated with absenteeism, and none about factors associated with presenteeism in people with OA [22]. Since 2014, more studies investigating factors associated with work participation in OA have been published. Despite the heterogeneity of study methodologies and work outcomes limiting our ability to synthesize the body of literature into specific findings, the studies included in this systematic review highlight that physically intensive jobs were associated with absenteeism, presenteeism, and premature work loss due to ill-health (three cohort studies and one cross-sectional study) [24, 30, 31, 40]. Moderate-to-severe joint pain and pain interference were associated with presenteeism, work transitions, and premature work loss (four cohort and four cross-sectional studies) [17, 24, 34, 35, 38, 39, 41, 42]. Physical limitations and worse physical function scores were associated with presenteeism and expected workplace limitations (two cohort studies) [17, 35]. Some evidence suggests that having comorbidities was associated with absenteeism and work transitions (one cohort and two cross-sectional studies) [33, 36, 43]. Low co-worker support was associated with work transitions and premature work loss (one cohort and one cross-sectional studies) [32, 36].
It has been well established that heavy physical workload is a common occupational risk factor for OA. Heavy physical workload factors, such as recurrent squatting, bending, kneeling, climbing stairs, and loading of the knee, contribute to the development of knee OA [48,49,50]. Physically intensive work, manual or semi-manual labour sectors, or jobs with heavy physical workload were associated with absenteeism, presenteeism, and premature work loss due to ill-health [24, 30, 31, 40]. The risk of manual workers having disability retirement was strongly attributed to physical heavy workload [32]. This is supported by previous epidemiological evidence that increased risk of disability retirement, earlier retirement, and mortality among workers is associated with physically demanding work [51, 52]. There may be other individual and lifestyle factors affecting premature work loss not reported in the studies in this review. For example, those in non-physically intensive occupations may find it easier to stay in work despite OA, while those in physically intensive roles may have limited work ability due to the nature of their work tasks and environment [31].
People with OA experiencing moderate-to-severe joint pain or high pain intensity have reduced work productivity and greater overall work impairment compared to those with no or mild pain or no OA [24, 34, 35, 38, 39, 41]. Additionally, pain interference with normal work or housework was also associated with premature work loss [17, 42]. Previous research has shown that greater initial pain intensity, pain for longer duration, multisite pain and initial functional limitations are predictors of poor functional outcomes in people with OA [3]. The findings in our review show that physical limitations and worse physical function scores were associated with presenteeism and expected workplace limitations. Physical limitation is a mediator in the association between pain intensity and onset of work productivity loss [35]. Those reporting more difficulty performing work-related tasks (e.g., sitting for long periods, standing, and scheduling demands) experienced greater productivity loss [53], which can lead to increased dependency, emotional distress and reduced self-worth [11]. Improving physical function in patients with higher pain levels could improve work productivity outcomes [35].
Some evidence from two small cross-sectional studies and a large cohort study suggests that comorbidity burden was also associated with absenteeism, work impairment, and work transitions [33, 36, 43]. This supports previous research showing associations between musculoskeletal pain, depression, and high blood pressure with reduced worker productivity [54,55,56]. Additionally, patients experiencing higher pain intensity and currently using prescription medication have the highest comorbidity burden. This is supported by evidence from previous research demonstrating the gastrointestinal and/or cardiovascular adverse effects of opioids [57] and non-steroidal anti-inflammatory drugs use [37, 58]. This highlights the importance of health care professionals considering possible comorbidities, prescription medication use, and how these may impact on people’s work ability and health.
Two studies reported that low co-worker support was associated with work transitions and premature work loss due to OA and knee problems [35, 36]. Previous research identified a lack of perceived co-worker support being associated with greater job strain and work loss in people with arthritis [59]. The fear of being perceived as receiving special treatment was also an important barrier to requesting workplace accommodations or using available support measures, potentially leading to greater job strain and work loss [60]. Thus, it is important that employers and co-workers are aware of work difficulties experienced by people with long-term health conditions, to enable supportive workplaces meeting the requirements of disability equality legislation to help them stay in work.
Only three studies examined workplace accommodations in people with OA. Working fewer hours was the most needed and used accommodation in those with knee and/or hip OA [8]. However, people with arthritis who worked fewer hours reported greater job strain, possibly due to their arthritis limiting their ability to work longer hours or meeting their work demands [61]. Greater accommodation use was predicted by work activity limitations, physical work demands and health variability [25]. The most common accommodations were flexitime (e.g., flexible start and finish work times), extended health benefits, personal days with pay (e.g., paid leave to attend health appointments and care responsibilities) and working from home [25]. Previous research also reported that lack of workplace accommodations, such as flexible working hours and adapting the work environment, are associated with absenteeism and reduced work productivity [62]. This highlights the importance of considering individuals’ symptoms and working environment to help them meet their work demands. Research about workplace accommodations for working people with OA is sparse and is needed to identify how these can help with job retention.
There are limitations to this review. Fourteen studies used the Kellgren-Lawrence classification of OA or secondary care health professionals to confirm the presence of OA in participants, but five studies only used self-reported physician diagnosis of OA, which may reduce reliability of the findings as not all such participants may have OA. However, self-report is a commonly accepted method of defining OA in epidemiological surveys, as OA can be diagnosed clinically without investigation if a person is 45 years old or over, has activity-related joint pain, and either no or less than 30 min of morning joint-related stiffness [63]. A second limitation is that more than half of the included studies were cross-sectional, meaning the link between exposure and outcome cannot be established. More longitudinal studies are required to investigate the link between OA and work participation. Most studies used self-reported data collection, which is prone to recall, attrition, and selection biases. Five studies from Scandinavia used data from national registries, with large cohort sizes, making their findings more generalisable to Scandinavia [14, 30,31,32,33]. All the included studies were from high income countries, which probably have better income support systems, paid sick leave policies and wellbeing policies compared to lower income countries, and these may influence reporting of absenteeism or premature work loss. Those studies measuring presenteeism used different outcome measures making it challenging to accurately compare productivity across studies.
Implications
Heavy physical workload, physically intensive work, moderate-to-severe joint pain, comorbidities, and low co-worker support are associated with poor work participation outcomes. Improving work ability in people with OA requires a multifactorial approach addressing physical, psychological, socio-environmental, and work-related factors to manage the condition, as well as managing associated co-morbidities. These factors affect economic losses or gains in employees and employers, as most with OA could continue to work, despite persistent symptoms, given the right support [18]. In the UK, the Equality Act [64] requires employers to make reasonable adjustments to accommodate employees with long-term disabilities. More studies are required to assess workplace accommodation needs and workplace adjustments made to understand what can be done to adjust work processes for employees living with OA. There was limited evidence in our review that age was associated with absenteeism. Problems with more than one joint, job insecurity, prescription medication use, and greater depression symptom severity were associated with presenteeism, but this warrants further research due to limited evidence. Additionally, using a standard work outcomes core set is needed to facilitate comparisons between work studies. More studies are also required to investigate and explore other personal and environmental factors related to work which were not reported in our review, in order to understand how these factors affect the decision about work participation in employees living with OA and to identify targets for future interventions.
Conclusions
This review demonstrated that, although limited evidence, there are moderate-to-good quality studies investigating the impact of OA on work participation, especially in terms of how biopsychosocial and work-related factors influence this. It identified factors associated with work participation (such as physically demanding jobs, experiencing moderate-to-severe joint pain, living with co-morbidities, and low co-worker support), which are worth exploring further to help develop personal and workplace strategies to support work participation in employed people with OA.
Availability of data and materials
The data that support the findings of this review will be available from the corresponding author upon reasonable request.
Abbreviations
- BMI:
-
Body mass index
- CI:
-
Confidence interval
- COPD:
-
Chronic obstructive pulmonary disease
- ICF:
-
International Classification of Functioning, Disability and Health framework
- LEGS:
-
Long-term Evaluation of Glucosamine Sulfate study
- MeSH:
-
Medical subjects heading
- NHWS:
-
National Health and Wellness Survey
- NorStOP:
-
North Staffordshire Osteoarthritis Project
- OA:
-
Osteoarthritis
- OR:
-
Odds ratio
- PPY:
-
Per patient year
- RA:
-
Rheumatoid arthritis
- SD:
-
Standard deviation
- SF-12:
-
Medical Outcomes Study Short Form-12
- SF-36:
-
Medical Outcomes Study Short Form-36
- vs:
-
Versus
- WOMAC:
-
Western Ontario and McMaster Universities Osteoarthritis Index
- WPAI:
-
Work Productivity and Activity Impairment
References
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Acknowledgements
This study was funded as part of Versus Arthritis grant no. 20665 for the UK Centre for Musculoskeletal Health and Work.
Funding
This study was funded as part of Versus Arthritis MRC UK Centre for Musculoskeletal Health and Work (grant no. 20665).
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Yeliz Prior and Alison Hammond conceived the study. Angela Ching conducted the search. Angela Ching and Yeliz Prior screened the titles and abstracts of the studies. Angela Ching and Yeliz Prior reviewed the full-text papers using the eligibility criteria. Angela Ching, Yeliz Prior, Alison Hammond, and Jennifer Parker performed the quality appraisal of the included papers. Angela Ching performed the data extraction. Angela Ching wrote the draft of the manuscript, figure and tables. Angela Ching, Yeliz Prior, Alison Hammond and Jennifer Parker critically reviewed and revised the manuscript, figure and tables. All authors have read and approved the final manuscript.
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Ethical assessment and informed consent were not required since primary data collection was not undertaken.
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Supplementary Information
Additional file 1.
Example of the search strategy for MEDLINE Ovid database.
Additional file 2.
Joanna Briggs Critical Appraisal Tool items: Cohort and Cross-sectional studies.
Additional file 3.
Excluded studies after the quality assessment process.
Additional file 4.
Outcomes: Work participation.
Additional file 5.
Outcomes: leaving work before statutory retirement age.
Additional file 6.
Outcomes: workplace accommodations and adaptations.
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Ching, A., Prior, Y., Parker, J. et al. Biopsychosocial, work-related, and environmental factors affecting work participation in people with Osteoarthritis: a systematic review. BMC Musculoskelet Disord 24, 485 (2023). https://doi.org/10.1186/s12891-023-06612-6
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DOI: https://doi.org/10.1186/s12891-023-06612-6