Skip to main content
Log in

Extending coarsened exact matching to multiple cohorts: an application to longitudinal well-being program evaluation within an employer population

  • Published:
Health Services and Outcomes Research Methodology Aims and scope Submit manuscript

Abstract

Research to date within the field of well-being program evaluation has considered the study population to have either been given a treatment or not, and that matching will yield an unbiased, efficient estimate of the treatment causal effect. As well-being intervention programs become more sophisticated and diverse in their offerings, so too must the methods for assessing program effect. The objective of this research was to extend the traditional binary cohort assignment in quasi-experimental program evaluation in order to quantify the differential effects of a multi-tiered well-being improvement program administered over a 3 year period in a large employer. Data collected over this 3 year period included well-being assessments and medical claims from 17,669 employees and spouses. These individuals were assigned different cohorts based on intervention program intensity and matched utilizing coarsened exact matching. The matching process was able to remove 85 %, on average, of detectable bias across all comparison cohorts. A weighted generalized linear model, using the coarsened exact matching derived weights, was estimated to quantify the net (difference-in-difference) causal effect of the well-being intervention program. The results showed an increase of overall well-being on average in the High Intensity cohort of 1.48 and 1.32 points in the Mild Intensity cohort. The non-intervened cohort only evidenced a 0.57 point increase in overall well-being. The methodology reported here provides an expanded and robust approach to matching on different cohorts for the purpose of program evaluation.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Fig. 1

Similar content being viewed by others

Notes

  1. Information pertaining to diagnosed diseases and conditions was based on administrative claims as opposed to stated survey responses.

  2. Each variable was weighted by its relative factor loading compared to the loadings of the other variables comprised within the latent factor (threshold for variable inclusion in a factor was an absolute loading ≥0.30).

References

  • Allen-Ramey, F.C., Doung, P.T., Goodman, D.C., Saijan, S.G., Nelsen, L.M., Santanello, N.C., Markson, L.E.: Treatment effectiveness of inhaled corticosteroids and leukotriene modifiers for patients with asthma: an analysis from managed care data. Allergy Asthma Proc. 24(1), 43–51 (2003)

    CAS  PubMed  Google Scholar 

  • Bound, J., Charles, B., Nancy, M.: Measurement error in survey data. Population Studies Center; University of Michigan. http://www.psc.isr.umich.edu/pubs/pdf/rr00-450.pdf (2000)

  • Brandt, S., Gale, S., Tager, I.B.: Estimated effect of asthma case management using propensity score methods. Am. J. Manag. Care 16(4), 257–264 (2010)

    PubMed  Google Scholar 

  • Cortes, C., Mehryar, M., Michael, R., Afshin, R.: Sample selection bias correction theory. In: Yoav, F., László, G., György, T., Thomas, Z. (eds.) Algorithmic learning theory, 5254:38–53. Berlin: Springer. http://www.springerlink.com/index/10.1007/978-3-540-87987-9_8 (2008)

  • Evers, K.E., Prochaska, J.O., Castle, P.H., Johnson, J.L., Prochaska, J.M., Harrison, P.L., Rula, E.Y., Coberley, C., Pope, J.E.: Development of an individual well-being scores assessment. Psychol. Well-Being: Theory Res. Pract. 2(2), 1–9 (2012). doi:10.1186/2211-1522-2-2

    Google Scholar 

  • Gandy, W.M., Coberley, C., Pope, J.E., Rula, E.Y.: Well-being and employee health—how employees’ well-being scores interact with demographic factors to influence risk of hospitalization or an emergency room visit. Popul. Health Manag. (2013). doi:10.1089/pop.2012.0120

    PubMed Central  Google Scholar 

  • Gandy, W.M., Coberley, C., Pope, J.E., Wells, A., Rula, E.Y.: Comparing the contributions of well-being and disease status to employee productivity. J. Occup. Environ. Med. 56(3), 252–257 (2014). doi:10.1097/JOM.0000000000000109

    Article  PubMed  Google Scholar 

  • Goetzel, R.Z., Roemer, E.C., Liss-Levinson, R.C., Samoly, D.K.: Workplace Health Promotion: Policy Recommendations that Encourage Employers to Support Health Improvement Programs for their Workers. Partnership for Prevention, Washington, DC (2008)

  • Hade, E.M.: Propensity score adjustment in multiple group observational studies: comparing matching and alternative methods. Ohio State University. https://etd.ohiolink.edu/ (2012)

  • Hamar, B., Wells, A., Gandy, W., Haaf, A., Coberley, C., Pope, J.E., Rula, E.Y.: The impact of a proactive chronic care management program on hospital admission rates in a German health insurance society. Popul. Health Manag. 13(6), 339–345 (2010). doi:10.1089/pop.2010.0032

    Article  PubMed Central  PubMed  Google Scholar 

  • Harrison, P.L., Pope, J.E., Coberley, C.R., Rula, E.Y.: Evaluation of the relationship between individual well-being and future health care utilization and cost. Popul. Health Manag. (2012). doi:10.1089/pop.2011.0089

    Google Scholar 

  • Ho, D.E., Imai, K., King, G., Stuart, E.A.: Matching as nonparametric preprocessing for reducing model dependence in parametric causal inference. Political Anal. 15(3), 199–236 (2006). doi:10.1093/pan/mpl013

    Article  Google Scholar 

  • Iacus, S. M., King, G., Porro, G.: Matching for causal inference without balance checking. http://ssrn.com/abstract=1152391 (2008)

  • Iacus, S.M., King, G., Porro, G.: Cem: software for coarsened exact matching. J. Stat. Softw. 30(9). http://www.jstatsoft.org/v30/i09 (2009)

  • Iacus, S.M., King, G., Porro, G.: Causal inference without balance checking: coarsened exact matching. http://j.mp/iUUwyH (2011)

  • Jackman, S.: Generalized linear models. Stanford University.http://jackman.stanford.edu/papers/glm.pdf. Accessed 21 Nov 2013

  • King, G., Nielsen, R., Coberley, C., Pope, J.E., Wells A.: Comparative effectiveness of matching methods for causal inference. http://j.mp/jCpWmk (2011a)

  • King, G., Nielsen, R., Coberley, C., Pope J.E., Wells A.: Avoiding randomization failure in program evaluation, with Application to the medicare health support program. Popul. Health Manag. 14 (S1), S-11–S-22 (2011b). doi:10.1089/pop.2010.0074

  • King, G., Zeng, L.: When can history be our guide? The pitfalls of counterfactual inference. Int. Stud. Q. 51(1), 183–210 (2007). doi:10.1111/j.1468-2478.2007.00445.x

    Article  Google Scholar 

  • Larzelere, R.E., Kuhn, B.R., Johnson, B.: The intervention selection bias: an underrecognized confound in intervention research. Psychol. Bull. 130(2), 289–303 (2004). doi:10.1037/0033-2909.130.2.289

    Article  PubMed  Google Scholar 

  • Mattke, S., Liu, H., Caloyeras, J.P., Huang, C.Y., Van Busum, K.R., Khodyakov D., Shier V.: Workplace wellness programs study. Congressional report. Health & Human Services. http://aspe.hhs.gov/hsp/13/WorkplaceWellness/rpt_wellness.cfm (2013)

  • McCullagh, P., Nelder, J.A.: Generalized linear models. Chapman and Hall, London (1989)

    Book  Google Scholar 

  • Merrill, R.M., Aldana, S.G., Pope, J.E., Anderson, D.R., Coberley, C.R., Grossmeier, J.J., Whitmer, R.W., HERO Research Study Subcommittee: Self-rated job performance and absenteeism according to employee engagement, health behaviors, and physical health. J. Occup. Environ. Med. 55(1), 10–18 (2013). doi:10.1097/JOM.0b013e31827b73af

    Article  PubMed  Google Scholar 

  • Merrill, R.M., Aldana, S.G., Pope, J.E., Anderson, D.R., Coberley, C.R., Whitmer, R.W., HERO Research Study Subcommittee: Presenteeism according to healthy behaviors, physical health, and work environment. Popul. Health Manag. 15(5), 293–301 (2012). doi:10.1089/pop.2012.0003

    Article  PubMed  Google Scholar 

  • Pawa, D., Firestone, R., Ratchasi, S., Dowling, O., Jittakoat, Y., Duke, A., Mundy, G.: Reducing HIV risk among transgender women in Thailand: a quasi-experimental evaluation of the sisters program. PLoS One 8(10), e77113 (2013). doi:10.1371/journal.pone.0077113

    Article  PubMed Central  CAS  PubMed  Google Scholar 

  • Perkins, S.M., Tu, W., Underhill, M.G., Zhou, X.H., Murray, M.D.: The use of propensity scores in pharmacoepidemiologic research. Pharmacoepidemiol. Drug Saf. 9(2), 93–1001 (2000)

    Article  CAS  PubMed  Google Scholar 

  • Plesca, M., Smith, J.: Evaluating multi-treatment programs: theory and evidence from the U.S. job training partnership act experiment. In: Dustmann, C., Fitzenberger, B., Machin, S. (eds) The economics of education and training, pp. 293–330. Heidelberg: Physica-Verlag HD. http://www.springerlink.com/index/10.1007/978-3-7908-2022-5_13 (2008)

  • Prochaska, J.O., Evers, K.E., Johnson, J.L., Castle, P.H., Prochaska, J.M., Sears, L.E., Rula, E.Y., Pope, J.E.: The well-being assessment for productivity: a well-being approach to presenteeism. J. Occup. Environ. Med. 53(7), 735 (2011)

    Article  PubMed  Google Scholar 

  • Prochaska, J.O., Evers, K.E., Castle, P.H., Johnson, J.L., Prochaska, J.M., Rula, E.Y., Coberley, C., Pope, J.E.: Enhancing multiple domains of well-being by decreasing multiple health risk behaviors: a randomized clinical trial. Popul. Health Manag. (2012). doi:10.1089/pop.2011.0060

    PubMed  Google Scholar 

  • Prochaska, J.J., Velicer, W.F., Nigg, C.R., Prochaska, J.O.: Methods of quantifying change in multiple risk factor interventions. Prev. Med. 46(3), 260–265 (2008). doi:10.1016/j.ypmed.2007.07.035

    Article  PubMed Central  PubMed  Google Scholar 

  • Rassen, J.A., Shelat, A.A., Franklin, J.M., Glynn, R.J., Solomon, D.H., Schneeweiss, S.: Matching by propensity score in cohort studies with three treatment groups. Epidemiology (Cambridge, Mass.) 24(3), 401–409 (2013). doi:10.1097/EDE.0b013e318289dedf

    Article  Google Scholar 

  • Rassen, J.A., Solomon, D.H., Glynn, R.J., Schneeweiss, S.: Simultaneously assessing intended and unintended treatment effects of multiple treatment options: a pragmatic ‘matrix design’: ‘matrix design’ for comparative effectiveness research. Pharmacoepidemiol. Drug Saf. 20(7), 675–683 (2011). doi:10.1002/pds.2121

    Article  PubMed  Google Scholar 

  • Rubin, D.B.: The design versus the analysis of observational studies for causal effects: parallels with the design of randomized trials. Stat. Med. 26(1), 20–36 (2007). doi:10.1002/sim.2739

    Article  PubMed  Google Scholar 

  • Rubin, D.B.: On the limitations of comparative effectiveness research. Stat. Med. 29(19), 1991–1995 (2010). doi:10.1002/sim.3960

    Article  PubMed  Google Scholar 

  • Schafer, J.L.: Analysis of incomplete multivariate data. Chapman & Hall, London (1997)

    Book  Google Scholar 

  • Sears, L.E., Shi, Y., Coberley, R.C., Pope, J.E.: Overall well-being as a predictor of health care, productivity, and retention outcomes in a large employer. Popul. Health Manag. (2013). doi:10.1089/pop.2012.0114

    Google Scholar 

  • Sears, L.E., Agrawal, S., Sidney, J.A., Castle, P.H., Rula, E.Y., Coberley, C.R., Witters, D., Pope, J.E., Harter, J.K.: The well-being 5: development and validation of a diagnostic instrument to improve population well-being. Popul. Health Manag. 17, 357–365 (2014)

  • Shepardson, L.B., Youngner, S.J., Speroff, T., Rosenthal, G.E.: Increased risk of death in patients with do-not-resuscitate orders. Med. Care 37(8), 727–737 (1999)

    Article  CAS  PubMed  Google Scholar 

  • Shi, Y., Lindsay, E., Coberley, C.R., Pope, J.E.: The association between modifiable well-being risks and productivity: a longitudinal study in pooled employer sample. J. Occup. Environ. Med. 55(4), 353–364 (2013). doi:10.1097/JOM.0b013e3182851923

    Article  PubMed  Google Scholar 

  • Shi, Y., Sears, L.E., Coberley, C.R., Pope, J.E.: Classification of individual well-being scores for the determination of adverse health and productivity outcomes in employee populations. Popul. Health Manag. (2012). doi:10.1089/pop.2012.0039

    PubMed  Google Scholar 

  • Stuart, E.A., Rubin, D.B.: Matching with multiple control groups with adjustment for group differences. J Educ. Behav. Stat. 33(3), 279–306 (2007). doi:10.3102/1076998607306078

    Article  Google Scholar 

  • Wang, Y., Cai, H., Li, C., Jiang, Z., Wang, L., Song, J., Xia, J.: Optimal caliper width for propensity score matching of three treatment groups: a monte carlo study. PLoS One 8(12), e81045 (2013). doi:10.1371/journal.pone.0081045

    Article  PubMed Central  PubMed  Google Scholar 

  • Wells, A.R., Hamar, B., Bradley, C., Gandy, W.M., Harrison, P.L., Sidney, J.A., Coberley, C.R., Rula, E.Y., Pope, J.E.: Exploring robust methods for evaluating treatment and comparison groups in chronic care management programs. Popul. Health Manag. (2012a). doi:10.1089/pop.2011.0104

    Google Scholar 

  • Wells, A.R., Hamar, B., Bradley, C., Gandy, W.M., Harrison, P.L., Sidney, J.A., Coberley, C.R., Rula, E.Y., Pope, J.E.: Exploring robust methods for evaluating treatment and comparison groups in chronic care management programs. Health Manag, Popul (2012b). doi:10.1089/pop.2011.0104

    Google Scholar 

  • Yu, C., Legg, J., Liu, B.: Estimating multiple treatment effects using two-phase semiparametric regression estimators. Electron. J. Stat. 7, 2737–2761 (2013). doi:10.1214/13-EJS856

    Article  Google Scholar 

  • Yuan, Y.C.: Multiple imputation for missing values: concepts and new development—revised 2009. SAS Institute Inc. http://support.sas.com/rnd/app/papers/multipleimputation.pdf (2009)

Download references

Acknowledgments

We thank Gary King (Harvard University) and Patrick Lam (Harvard University) for valuable comments and guidance on the coarsened exact matching methodology.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to J. A. Sidney.

Rights and permissions

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Sidney, J.A., Coberley, C., Pope, J.E. et al. Extending coarsened exact matching to multiple cohorts: an application to longitudinal well-being program evaluation within an employer population. Health Serv Outcomes Res Method 15, 136–156 (2015). https://doi.org/10.1007/s10742-014-0136-7

Download citation

  • Received:

  • Revised:

  • Accepted:

  • Published:

  • Issue Date:

  • DOI: https://doi.org/10.1007/s10742-014-0136-7

Keywords

Navigation