Review Article |
Corresponding author: Iva Haygarova ( pharmacienneee@gmail.com ) Academic editor: Valentina Petkova
© 2024 Iva Haygarova, Petya Pavlikyanova, Marina Pesheva, Nikolay Ganov, Maria Kamusheva.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Haygarova I, Pavlikyanova P, Pesheva M, Ganov N, Kamusheva M (2024) Assessment of medication adherence in patients with rare diseases: a systematic review. Pharmacia 71: 1-13. https://doi.org/10.3897/pharmacia.71.e135645
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Background: The study aims to critically analyze the scientific literature concerning methods for assessing medication adherence (MA), the factors that influence it, medication adherence-enhancing interventions (MAEIs), and the consequences of medication nonadherence (MNA) among rare diseases (RDs) patients.
Methods: Following Preferred Reporting Items for Systematic Reviews and Meta-Analyses guidelines, a systematic search was conducted on PubMed’s electronic database until 26 January 2024, regardless of the publication year or type. All identified articles were exported to Rayyan and Mendeley software tools to remove duplicate papers. Two authors independently reviewed the selected articles to determine their relevance to the inclusion and exclusion criteria. Articles that did not provide summarized reports of MA in patients with RD, did not have full text available, sufficient information in the abstract, or an English translation were excluded. One investigator entered the study data into the extraction table, and another verified it for accuracy and completeness. A protocol has been registered on the Open Science Framework platform. The risk of bias was assessed using the Mixed Methods Appraisal Tool and the Joanna Briggs Institute tools.
Results: Twenty-nine studies met the inclusion criteria, along with 20 additional studies from our previous published scoping review. MA among patients with RD exhibited considerable variability, with prevalent assessment measures including the Morisky Medication Adherence Scale (n = 6), questionnaires (n = 7), databases/registries (n = 5), and a combination thereof (n = 5). The most common factors associated with MNA were patient- and therapy-related. Notable risks of MNA included hospital admissions and disease worsening. Educating patients and considering their preferences were the most frequently used MAEIs.
Conclusion: Efforts are crucial to ensure the timely assessment, reporting, and enhancement of MA. The lack of a specific approach adopted via the national legal framework might be recognized as one of the main factors for neglecting MNA issues in this group of patients.
medication adherence-enhancing interventions, medication adherence-influencing factors, medication non-adherence, uncommon diseases
Rare diseases (RDs) are life-threatening or chronic debilitating diseases with low prevalence and high complexity. According to the European definition, a RD has a prevalence of no more than 5 per 10,000 people in the European Union (EU) or a disease that affects no more than one in 2,000 EU citizens (
In addition to the nature and severity of the illness, accurate diagnosis, and timely intervention, medication adherence (MA) is a significant factor contributing to effective treatment. MA is the process by which patients take their medications as prescribed, composed of initiation (starting the prescribed medication intake), implementation (the extent to which a patient’s actual dosing corresponds to the prescribed dosing regimen, from initiation until the last dose), and discontinuation (the cessation of medication intake for any reason(s)). Persistence is the duration between the first and last doses, prefacing discontinuation (
Chronic, prevalent diseases have been extensively studied, revealing a significant challenge with MA, with an average adherence rate of around 50% (
Medication nonadherence (MNA) is a global issue leading to significant health and economic consequences for patients and society. According to the World Health Organization (
This study aimed to critically analyze, consolidate, and provide an overview of the scientific literature concerning MA assessment methods, influencing factors, medication adherence-enhancing interventions (MAEIs), and the consequences of MNAs among patients with RD.
The protocol was registered on the Open Science Framework platform on 12 December 2023 (https://osf.io/rykwt). This review’s report followed the Preferred Reporting Items for Systematic Reviews and Meta-Analyses (PRISMA) guidelines checklist (Suppl. material
The search for studies relevant to the research question was initiated in the PubMed scientific database between 01 December 2023 and 26 January 2024, regardless of the publication year or publication type. Boolean operators (AND, OR) and MeSH search strategies were used to identify relevant articles. The detailed search strategy can be found in Suppl. material
Articles were included based on the following criteria: 1) written in English; 2) patients with RDs who had received or were currently receiving treatment for their primary condition; and 3) studies addressing the research questions and reporting data on МА. Studies were excluded if they 1) did not report MA, 2) did not provide summarized results, 3) did not cover patients with RD, or 4) did not have full text available or sufficient information in the abstract.
Our search was conducted using routine practice approaches to the literature searches such as PICO (Population, Intervention, Comparison, Outcomes):
The methodological quality of all included studies was assessed using the Mixed Methods Appraisal Tool [MMAT] 2018, except for systematic reviews (SRs) (n = 4), for which the Joanna Briggs Institute (JBI) meta-aggregative approach was used (
One investigator (IH) entered the study data into the extraction table, while a second investigator (MK) verified the information for accuracy and completeness. The following data were extracted: author, year, country of origin, type of study, RD, MA aspect (assessment, improvement, factors), and results and conclusions. The characteristics of the 49 included studies are presented in Suppl. material
The initial search across PubMed identified 308 results. One duplicate sample was found and removed through the Rayyan and Mendeley platforms (n = 1). Then, 307 studies were screened by title and abstract, and 212 records were removed. Ninety-five records were retained for full-text review. Finally, 29 articles from the PubMed database were included for analysis. The 20 articles included from our previous review (a scoping review published in 2023 in the International Journal of Clinical Pharmacy (PCNE abstract number 576) (
The risk of bias assessment results for each of the 49 studies is reported in Suppl. materials
The studies were published between 2001 and 2023, with most published in 2022 (n = 7) and 2021 (n = 8) (Fig.
Medication adherence rate was assessed using the Morisky Medication Adherence Scale (MMAS) in most of the selected studies (n = 6), as wide variability (21%–62.7%) was demonstrated among 2,165 patients with RD (
Author | Disease(s) | Number of participants | MA rate | Details for methods used |
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MMAS | ||||
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MG, SCD, CHH, PAH, ALS, WD, FD, CF, Hemophilia A, myelodysplastic syndromes and β-thalassemia | 1.559 patients | 57.4% | MMAS-4; ;MMAS-8 |
Vitturi et al. 2020 | MG | 58 patients | 44.8% | MMAS-8 |
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PAH and CTEPH | 325 patients | 57% | MMAS-8, BMQ-S scale and QLQ INFO25 multi-item scale |
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CHH | 55 patients | 38.2% | MMAS-8 via patient-oriented social media (ex.Facebook, reconnect) |
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CHH | 101 patients | 21% | MMAS-8 online |
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FD | 67 patients | 62.7% | MMAS and MARS |
Databases and registries | ||||
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CF | 2.548 patients | PDC ≥ 0.80 | National speciality pharmacy database |
Johansen et al. 2016 | HNSCC | 1.560 patients | 97.7% | Data from the Danish Head and Neck Cancer Group including radiotherapy records (total dose, fractionation and treatment duration) |
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ADPKD | 15 patients | The persistence rates, estimated by Kaplan- Meier analyses, at 12, 24, and 36 months were 70.8% (95% CI: 48.2–93.4), 46.5% (23.2–66.9), and 38.7% (16.4–60.8) | Shizouka Kokuho Database |
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Genodermatoses | 9 patients | The correlation was greater than 89% | Recording patients’ visits to the hospital pharmacy, correlating the number of planned and actual visits |
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CF | 112 patients | MPRm = 72%, with the worst adherence observed for tobramycin inhaled solution (60%) and the best adherence for oral azithromycin (84%) | Fully integrated pharmacy and electronic health record; calculating MPRm |
Questionnaires with different scales | ||||
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dRTA | 83 physicians | 4.4% reported excellent MA; 26.6% - a good or a very good MA rate | Ten-questions survey |
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XP | 156 patients | 64.7% | Two subscale questionnaires (one to the face and one to the body) |
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IPF | 111 patients, 22 caregivers and 140 pulmonologists | 81% of the patients were adherent | An online survey |
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Lipodystrophic syndromes | 20 patients | Excellent in 25% and acceptable in 50% of patients | Adherence Evaluation Test, TSQM®-vII |
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Haemophilia A | 180 patients | 80–87% | Individual interviews with patients, haemophilia physicians and specialist nurses |
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Vasculitis | 228 patients | High levels of MA (M = 4.3; SD = 0.69) | Online questionnaires at baseline and 3- month follow-up |
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IGHD, MPHD, SGA, TS | 767 patients | 92% | Evaluating the number of missed injections and reports from the person administering daily GH injections in each visit to the physician |
Combination of methods | ||||
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WD | 139 patients | High MA in 20.9% of patients, medium MA in 46.8% | MMAS and direct methods (blood levels of exchangeable copper and serum transaminases) |
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Haemophilia and GH dysregulations | 8.597 patients | One in four to one in five patients (20%–25%) had issues with MA | Number of missed injections, used prescriptions filled or MPR, and data recorded by an electronic device (easypod) |
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Hereditary chronic pancreatitis | 3 patients | Correct tablet intake was observed in 95.5% of the days of oral therapy | Number of tablets intake, clinical examinations, biochemical tests, abdominal ultrasound examinations and patient diaries |
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HT1 | 69 patients | 84% | Direct (quantifying blood levels of nitisinone (NTBC) and metabolic biomarkers of HT1 [tyrosine (Tyr), phenylalanine (Phe), and succinylacetone]) and indirect (Haynes–Sackett (or self- compliance) methods |
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Acromegaly | 2.443 patients, 23 healthcare professionals and 126 endocrinologists | MPR (≥ 80%), 60.7%–92.1% according to the type of medicine used | MPR, number of injections, treatment duration, questionnaires, prescription-refill records, and counting missed doses |
Financial difficulties experienced by acromegaly patients were the reason for MNA in 89% of them (
One identified factor contributing to MNA was a lack of systemic education and information about the disease among patients (
Late diagnosis, which causes a delay in finding expert help, was revealed as a reason for MNA in 13 out of 55 patients with CHH (
Side effects seem to be a common barrier to MA. Local side effects (pain, redness, skin infections or irritation, skin induration at the site of the injection) (
Additionally, symptom improvement or disappearance can lead to treatment abandonment (
Other therapy-related issues were drug administration difficulties (
Forgetfulness regarding medication intake (
Educating patients about what to expect from their prescribed therapy, possible side effects, and how to prevent or manage them has emerged as one of the most important MAEIs (
Non-adherence to therapy results in poor patient outcomes, increasing healthcare service utilization and overall costs. In our study, MNA was one of the factors contributing to frequent hospital readmissions or prolonged stays (Shenoy et al. 2015;
The study highlights several critical aspects related to MA among patients with RDs, including the level of MA, assessment methods, and improvement strategies. The number of published studies inciting MA among patients with RDs increased in recent years. Notably, adherence levels showed significant variability, ranging from 0% (complete rejection of therapy) to 97.7% (excellent MA). Despite the importance of MA topics, there are no standardized methods for measuring and reporting MA among patients with RDs, which represents a significant gap in clinical practice. Logically, we revealed that the level of MA is influenced by the same factors identified in other patient populations, as well as by the consequences of MNA. The findings suggest that improving MA would enhance patient outcomes and reduce the economic burden of RDs by reducing hospitalizations and optimizing treatment efficacy.
In our study, the primary reasons for non-adherence were therapy-related and patient-related factors. The most commonly cited reasons in the first group were side effects (
The consequences of MNA affect not only the individual but also the whole society and health system. For instance, MNA among patients with RD could lead to exacerbation of the patient’s condition, resulting in disability and/or death (
The clinical guideline “Medicines Adherence: involving patients in decisions about prescribed medicines and supporting adherence” (2009) focuses on patient-centered care. It explains the necessity for making informed decisions about therapy and active involvement in the treatment process. According to this guideline, no universal MAEI exists (
To the best of our knowledge, this is one of the few comprehensive, systematic, and rigorous reviews that analyze MA issues related to patients with RDs. In line with our methodology, we reassessed the 20 articles from our prior search to ensure a consistent and thorough evaluation of all relevant data. Re-including these studies ensures that we capture all relevant data, enhancing the robustness of our findings and ensuring a more comprehensive review. It attempts to target all types of studies and RDs covered in the scientific literature. Thus, considering all specifics and nationally-based practices, a broad “picture” of the current situation regarding MA issues in this group of patients could be drawn and analyzed. The current study could be used as a basis for developing further policies and good practices for improving MA management, thus avoiding the negative consequences of nonadherence.
However, it is essential to acknowledge certain limitations of the study. First, the search was limited to studies published in English, potentially excluding valuable contributions in other languages. Additionally, the diversity in methodologies, designs, data collection methods, sample sizes, and evaluation criteria across the included publications posed challenges for direct comparisons and meta-analyses. The literature reviews (n = 6) included in our study were not assessed with the JBI tool or MMAT, as they failed to meet the criteria for evaluation. Another limitation is that this SR was restricted to articles published solely in the PubMed electronic database, unlike our previous scoping review, which covered two databases: PubMed and Google Scholar. This narrow focus may have inadvertently overlooked relevant studies in other databases or sources.
This review can be useful in future efforts to improve patient and public reporting systems for MA. Currently, there is an absence of developed and implemented methods for measuring, reporting, and improving MA in patients with RD. This reduces the potential for achieving optimal therapeutic outcomes. Therefore, care management programs are needed to understand the underlying causes of MNA. Such insights are critical for the development and implementation of innovative and effective solutions. A targeted approach is needed, combining different measures and focusing on overcoming the barriers that influence MA. Only when HCPs better and fully understand the reasons leading to MNA can they provide targeted assistance and effective interventions (Atlantis Health, 2023). It is also crucial to develop guidelines that indicate when and how information about the treatment should be given without causing concern to the patients. Given that frequent hospital admissions are the most common consequence of MNA, the implementation of government-supported home therapy programs is paramount. Problems with access to medicines (i.e., financial ones, lack of therapy on the market, etc.) must be eradicated as a prerequisite for MNA. Additionally, disparities in drug reimbursement policies across different countries contribute to unequal access to treatment, affecting patients’ ability to adhere to prescribed regimens (
Further research is crucial to fully understand how patient characteristics, such as age, gender, education, residence, and occupation, impact therapy adherence. Additionally, more research is needed to evaluate the preferences of patients with RDs regarding the use of various MAEIs. It is also important to examine how different methods to increase therapy adherence affect the overall adherence percentage. Research should also aim to develop standardized methods for measuring and reporting MA, as well as strategies that can be integrated into healthcare systems to identify non-adherent patients early and provide targeted support.
Significant variability in MA exists among patients with RDs, depending on the assessment method and the specific disease. Still, no dedicated approach within the national legal framework is being developed to address MNA issues in these patients. Therefore, it is essential to develop national programs and guidelines specifically tailored to RDs. These guidelines should establish clear protocols for measuring, improving, and managing MA. By implementing comprehensive frameworks and interventions, healthcare systems and society can significantly enhance support for patients with RDs in adhering to their medication regimens and ultimately improving their health outcomes.
This study is financed by the European Union-NextGenerationEU through the National Recovery and Resilience Plan of the Republic of Bulgaria, project № BG-RRP-2.004-0004-C01.
Conflict of interest
The authors have declared that no competing interests exist.
Ethical statements
The authors declared that no clinical trials were used in the present study.
The authors declared that no experiments on humans or human tissues were performed for the present study.
The authors declared that no informed consent was obtained from the humans, donors or donors’ representatives participating in the study.
The authors declared that no experiments on animals were performed for the present study.
The authors declared that no commercially available immortalised human and animal cell lines were used in the present study.
Author contributions
An initial idea for this review was given by MK. IH and PP conducted the literature search and data analysis. The initial draft of the manuscript was written by IH and was critically revised by MK. All authors have carefully reviewed and given their approval to the final version of the manuscript. The authors have reached a consensus on which journal they will submit the article to.
Author ORCIDs
Iva Haygarova  https://orcid.org/0009-0006-2428-9939
Petya Pavlikyanova  https://orcid.org/0009-0008-2992-8423
Maria Kamusheva  https://orcid.org/0000-0002-4379-5283
Data availability
All of the data that support the findings of this study are available in the main text or Supplementary Information.
PRISMA 2020 checklist
Data type: pdf
Database search strategy in PubMed database
Data type: pdf
Risk of bias assessment (MMAT tool)
Data type: pdf
Critical appraisal of included systematic reviews with JBI tool
Data type: pdf
Characteristics of included studies
Data type: pdf