Skip to main content

Gauging Population Health: Measures Linking Mortality and Morbidity

  • Chapter
  • First Online:
The Demography and Epidemiology of Human Health and Aging

Abstract

As countries progress through the more advanced stages of the epidemiologic transition, the traditional indicators of population health, based on mortality rates alone, are expected to change little. Therefore, the incidence, prevalence, duration, and disabling effects of morbid conditions are becoming increasingly important measures in the evaluation of population health. The most informative summary measures of population health, the type developed in this chapter, combine those for mortality and morbidity.

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

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 259.00
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 329.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 329.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Notes

  1. 1.

    For interpolation to derive single-year-of-age data, the following approximation is satisfactory: \({\mathrm{l}}_{\mathrm{x(hs)}} =.50{\mathrm{L}}_{\mathrm{x}-1(\mathrm{hs})} +.50{\mathrm{L}}_{\mathrm{x(hs)}}\). For grouped data, osculatory interpolation, such as was described in Chap. 4, can be used. Once single ages are derived by such interpolation, the formula shown here can be applied to convert Lx to lx.

  2. 2.

    Like tables of healthy life, tables of working life can also be constructed by the event-exposure method and by the multistate methods, to be discussed later. I do not consider here the calculation of the average remaining years in the labor force for those who are still in the labor force, only for the entire survivor population. This is another option for securing a measure of the effect of disability on average years in the labor force.

  3. 3.

    Another rough procedure for adjusting the stationary labor force in the life table involves augmenting the change in the stationary labor force from age to age by the estimated loss from withdrawals due to disability: (1) Obtain the differences between the stationary labor force at successive ages; (2) next, estimate the deaths at each age in the labor-force population by applying the observed death rates to the stationary labor force, (3) take the difference between the net changes from age to age in the stationary labor force in (1) and the deaths in (2); and (4) combine the results in (3) with the original labor-force stationary population.

  4. 4.

    One way of making an adjustment using this type of data is to secure from the most recent census or Current Population Survey, for each age-sex group, (1) the sum of persons not in the labor force with a work disability and (b) the labor force; (2) divide the result in (1) by the labor force; and (3) multiply the factor in (2) by the labor force participation ratio in the first of the two labor force life tables being prepared; and (4) use the adjusted ratios in (3) to construct the second labor force life table.

  5. 5.

    The adjustment in the total number of deaths and in the total number of new cases of breast cancer is the same and can be made in either function.

    If mortality rates can be determined separately for women who are free of breast cancer and those who are not free of it from two successive panel surveys, the adjustment for double jeopardy can be avoided. In such a case the functions obtained would be the deaths for women who have not incurred breast cancer, the number of new breast-cancer cases excluding any deaths, and the deaths of the new breast-cancer cases. The two main functions, adjusted deaths and new breast cancer cases, will then represent nonoverlapping numbers of persons to be used for reducing the function, female survivors free of breast cancer.

  6. 6.

    We may choose to take an indirect route to derive this measure by using the prevalence-ratio method of constructing the life table. We would apply the percentages of persons at each age who are not residents of nursing homes from a survey or census to the stationary population in a standard life table (Lx), to derive the person-years of non-residence in nursing homes at each age. The rest of the life table, including the function for the chances of ever entering a nursing home, can be derived by working backward to derive the prior functions for the number of deaths and the number of net admissions at each age. The net admissions to nursing homes and the deaths in the population excluding admitted persons are bound together in the age-to-age changes in the stationary population of nonresidents of nursing homes. The analyst has the task of unbinding these age-to age changes in the stationary population to extract the components. This is difficult because of the lack of information on the relative mortality of nursing-home residents and community-dwellers. Another problem is that this procedure yields data on all (net) entries into nursing homes, not only first entries.

  7. 7.

    An alternative route for carrying out the calculations of multistate tables may be employed. Transition probabilities can be derived directly from the survey data. To do this, first, an n by n + 1 contingency table giving health status at the earlier date and health status and deaths at the later date is set up. Age-specific transition probabilities (P x ) can be calculated directly from this table. For example, the probability of transferring from the healthy survivor population at year y to an unhealthy survivor population at year y + 1 between age x and age x + 1 is calculated as the proportion of such transfers out the total number of healthy survivors in year y. These transition probabilities can be converted into central age-specific transfer rates (M x ) by appropriate formulas. (See The Methods and Materials of Demography, 2004, p. 333). The age-specific transfer rates can be multiplied against the stationary populations to derive the transfers of each kind, including death, i.e., Dx = Mx  ∗ Lx.

  8. 8.

    The Global Burden of Diseaseand Injury Series (Murray and Lopez, editors, 1996) is a landmark publication on the world‘s health condition, produced by researchers from the Harvard School of Public Health and the World Health Organization and several dozen collaborators from around the world. It is a comprehensive assessment of mortality and disability from diseases, injuries, and risk factors in 1990 for the regions and countries of the world, with projections to 2020. The study provides an internally consistent and comparable set of estimates of current patterns of mortality and disability, with detailed information on the epidemiology of 240 conditions. The result of the research is the 10-volume, TheGlobal Burden of Disease and Injury Series published in 1996 with the support of the World Bank.

  9. 9.

    In essence, the weight is set in terms of the number of people with a given condition whose claim on a fixed healthcare budget is equal, in the judgment of a member of the advisory board, to that of 1,000 healthy people. For example, if the member judges that 1,000 healthy people have an equal claim on the fixed resources as 8,000 people with some severe disability, the weight assigned to that particular disability is equal to [1 − (1, 000 ÷ 8, 000)], or 0.875.

References and Suggested Readings

General Theoretical Background

  • Alter, G. C., & Riley, J. C. (1989). Frailty, sickness, and death: Models of morbidity and mortality in historical populations. Milbank Quarterly, 67(2), 208–232.

    Article  Google Scholar 

  • Fries J. F. (1980). Aging, natural death, and the compression of morbidity. New England Journal of Medecine, 303(3), 130–135.

    Article  Google Scholar 

  • Gruenberg, E. M. (1977). The failure of success. Milbank Memorial Fund Quarterly: Health and Society, 55(1), 3–24.

    Article  Google Scholar 

  • Lamb, V. L., & Siegel, J. S. (2004). Health demography. In J. S. Siegel & D. A. Swanson (Eds.), The methods and materials of demography (2nd ed., pp. 341–370). San Diego, CA: Elsevier/Academic.

    Google Scholar 

  • Manton, K. G. (1982). Changing concepts of morbidity and mortality in the elderly population. Milbank Memorial Fund Quarterly: Health and Society, 60(2), 183–244.

    Article  Google Scholar 

  • Riley, J. C., & Alter, G.C. (1996). The sick and the well: Adult health in Great Britain during the health transition. Health Transition Review, 6, 19–44.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2001). Healthy people 2000: Final review. Hyattsville, MD: National Center for Health Statistics.

    Google Scholar 

Measurement of Active Life Expectancy

  • U.S. National Center for Health Statistics. (2001). Healthy people 2010 (2nd ed., 2 Vols.). Hyattsville, MD: National Center for Health Statistics.

    Google Scholar 

  • Brouard, N., Lièvre, A., & Heathcote, C. R. (2007). Maximum likelihood computer program using interpolation of Markov chains. Paris: Institut National d’Etudes Démographiqes. Available from http://euroreves.ined.fr/imach. Accessed 2007.

  • Cambois, E., Robine, J. -M., & Brouard, N. (1999). Life expectancies applied to specific statuses: a history of the indicators and the methods of calculation. Population, 3, 1998. Population: An English Selection, 11, 1999. Paris: INED.

    Google Scholar 

  • Crimmins, E. M., Saito, Y. & Ingegneri, D. (1989). Changes in life expectancy and disability-free life expectancy in the United States. Population and Development Review, 15(2), 235–267.

    Article  Google Scholar 

  • Crimmins, E. M., Saito, Y. & Hayward, M. D. (1993). Sullivan and multistate methods of estimating life expectancy: Two methods, two answers. In J. M. Robine, C. D. Mathers, M. R. Bone, & I. Romieu (Eds.), Calculation of health expectancies: Harmonization, consensus achieved and future perspectives (pp. 155–160). Montrouge, France: John Libbey Eurotext.

    Google Scholar 

  • Crimmins, E. M., Hayward, M. D., & Saito, Y. (1994). Changing mortality and morbidity rates and the health status and life expectancy of the older population. Demography, 31, 150–175.

    Article  Google Scholar 

  • Crimmins, E. M., Hayward, M. D., & Saito, Y. (1996). Differentials in active life expectancy in the older population of the United States. Journal of Gerontology: Social Sciences, 51(B3), S111–S120.

    Google Scholar 

  • Crimmins, E. M., Saito, Y. & Ingegneri, D. (1997). Trends in disability-free life expectancy in the United States, 1970–1990. Population and Development Review, 23(3), 555–572.

    Article  Google Scholar 

  • Geronomus, A. T., Bound, J., Waldmann, T. A. Colen, C. G., & Steffick, D. (2001). Inequalities in life expectancy, functional status, and active life expectancy across selected black and white populations in the United States. Demography, 38, 227–251.

    Article  Google Scholar 

  • Guralnik J. M., Land K. C., Blazer D, Fillenbaum G. G., & Branch L. G. (1993). Educational status and life expectancy among older blacks and whites. NewEngland Journal of Medicine, 329 (2), 110–6

    Article  Google Scholar 

  • Hayward, M. D., & Grady, W. R. (1990).Work and retirement among a cohort of older men in the United States, 1966–1983. Demography, 27(3), 337–356.

    Article  Google Scholar 

  • Hayward, M. D., & Heron, M. (1999). Racial inequality in active life among adult Americans. Demography, 36(1), 77–91.

    Article  Google Scholar 

  • Jagger, C. (1997). Health expectancy calculation by the Sullivan method: A practical guide. Montpelier, VT: Euro-REVES.

    Google Scholar 

  • Katz, S., Branch, L. G. Branson, M. H. Papsidero, J. A., et al. (1983). Active life expectancy. New England Journal of Medicine, 309(20), 1218–1223.

    Article  Google Scholar 

  • Laditka, S. B., & Hayward, M. D. (2003). The evaluation of demographic methods to calculate life expectancy. In J.- M. Robine, C. Jagger, C. D. Mathers, E. Crimmins, & R. Suzman (Eds.), Determinants of health expectancy (pp. 221–234). Chichester, UK: Wiley.

    Google Scholar 

  • Laditka, S. B., & Wolf, D. A. (1998). New methods for analyzing active life expectancy. Journal of Aging and Health, 10(2), 214–241.

    Article  Google Scholar 

  • Land, K. C., Guralnik, J. M. & Blazer, D. G. (1994). Estimating increment-decrement life tables with multiple covariates from panel data: The case of active life expectancy. Demography, 31, 297–319.

    Article  Google Scholar 

  • Lynch, S. M, & Brown, J. S. (2005).A new approach to estimating life tables with covariates and constructing interval estimates of life table quantities. Sociological Methodology, 35(1), 189–238.

    Google Scholar 

  • Manton, K. G., & Land, K. C. (2000). Active life expectancy estimates for the U.S. elderly population: A multidimensional continuous-mixture model of functional change applied to completed cohorts, 1982–1996. Demography, 37(3), 253–266.

    Google Scholar 

  • Manton, K. G., & Stallard, E. (1991). Cross-sectional estimates of active life expectancy for the U.S. elderly and the oldest-old populations. Journal of Gerontology: Social Sciences, 46, 170–182.

    Google Scholar 

  • Manton, K. G., Stallard, E., & Corder, L. (1995). Changes in morbidity and chronic disability in the U.S. elderly population: Evidence from the 1982, 1984, and 1989 National Long-Term Survey. Journal of Gerontology: Social Sciences, 50B(4), S194–S204.

    Google Scholar 

  • Manton, K. G., Stallard, E., & Corder, L. (1997). Changes in the age dependence of mortality and disability: Cohort and other determinants. Demography, 34(1), 135–157.

    Article  Google Scholar 

  • Manton, K. G., Gu, X. & Lamb, V. L. (2005). Long-term trends in life expectancy and active life expectancy in the United States. Population and Development Review, 32(1), 81–105.

    Article  Google Scholar 

  • Manton, K. G., Gu, X., & Lamb, V. L. (2006). Changes in chronic disability from 1982 to 2004/2005 as measured by long-term changes in function and health in the U.S. elderly population. Proceedings National Academy of Sciences, 103(48), 18374–18379.

    Google Scholar 

  • Mathers, C. D., Sadana, R., Salomon, J. A., Murray, C. J. L., & Lopez, A. D. (2001). Healthy life expectancy in 191 countries, 1999. Lancet, 357, 1685–1691.

    Article  Google Scholar 

  • Palloni, A., Ayuso, M., Guillén, M., & Monteverde, M. (2005, March 31–April 2). A microsimulation model to estimate errors in cross-sectional estimates of disability-adjusted life expectancy. Paper presented at the annual meeting of the Population Association of America, Philadelphia.

    Google Scholar 

  • Robine, J- M., & Ritchie, K. (1991). Health life expectancy: Evaluation of a new global indicator for change in population health. British Medical Journal, 302, 457–60.

    Article  Google Scholar 

  • Robine, J.- M., & Romieu, I. (1998). Health expectancies in the European Union, progress achieved (REVES paper 319). Montpelier, France: INSERM.

    Google Scholar 

  • Robine, J.- M., Romieu, I., & Cambois, E. (1999). Health expectancy indicators. Demography, 13(2), 287–290.

    Google Scholar 

  • Robine, J- M., Jagger, C., & Romieu, I. (2001). Disability-free life expectancies in the European Union countries: Calculation and comparisons. Genus, LVII(2), 89–101.

    Google Scholar 

  • Robine, J- M., Jagger, C., Mathers, C.D., Crimmins, E.M., & Suzman, R.M. (Eds.). (2003). Determining health expectancies. Chichester, UK: Wiley.

    Google Scholar 

  • Rogers, A, & Ledent J. (1976). Increment-decrement life tables: A comment. Demography 13, 287–290.

    Article  Google Scholar 

  • Rogers, A., Rogers, R.G., & Belanger, A. (1990). Longer life but worsening health? Measurement and dynamics. Gerontologist, 30, 640–649.

    Article  Google Scholar 

  • Rogers, R. G., Rogers, A., & Belanger, A. (1989). Active life among the elderly in the United States: Multistate life table estimates and population projections. Milbank Memorial Fund Quarterly, 67, 370–411.

    Google Scholar 

  • Sanders, B. S. (1964). Measuring community health levels. American Journal of Public Health, 54(7), 1063–1070.

    Article  Google Scholar 

  • Schoen, R. (1988). The multistate life table. In R. Schoen (Ed.), Modeling multigroup populations (Chap. 4). New York: Plenum Press.

    Google Scholar 

  • Siegel, J. S. (2002), Applied demography: Applications to business, government, law, and public policy, San Diego, CA: Academic.

    Google Scholar 

  • Sullivan, D. F. (1971). A single index of mortality and morbidity. HSMHA Health Report, 86(4), 347–354.

    Article  Google Scholar 

  • U.S. Department of Health and Human Services (DHHS). (2003). Healthy people, 2010. Table 3.2.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2001a). Summary measures of population health: Methods for calculating healthy life expectancy. In M. T. Molla, D. K. Wagener, & J. H. Madans (Eds.), Healthy people 2010: Statistical notes, No. 21. Hyattsville, MD: U.S. National Center for Health Statistics.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2001b). Summary measures of population health: Addressing the first goal of healthy people 2010, Improving health expectancy. By D. K. Wagener, M. T. Molla, E. M. Crimmins, E. Pamuk, & J. H. Madans. Healthy people 2010: Statistical notes, No. 22. Hyattsville, MD: U.S. National Center for Health Statistics.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2008). Estimating healthy life expectancies using longitudinal data: Methods and techniques in population health measures. By M. T. Molla, & J. H. Madans. Vital and Health Statistics, 2(146).

    Google Scholar 

  • U.S. Office of the Chief Actuary, Social Security Administration. (2006). A death and disability life table for insured workers born in 1985. By R. Baldwin & S Chu. Actuarial Note, Number 2005.6. Baltimore: Social Security Administration.

    Google Scholar 

  • Willekens, F. J., Shah, I., Shah, M., & Ramachandran, P. (1982). Multistate analysis of marital status life table: Theory and applications, Population Studies, 36, 129–144.

    Google Scholar 

  • World Health Organization. (1985). Targets for health for all: Targets in support of the European Regional Strategy for health for all. Copenhagen, Denmark: WHO Regional Office for Europe.

    Google Scholar 

  • World Health Organization. (2004). World health report. Statistical Annex Table 8.4. Healthy life expectancy (HALE) in all WHO Member States, 2002. Geneva, Switzerland: World Health Organization.

    Google Scholar 

Measures of Health-Related Quality of Life

  • Fryback, D. (1998). Methodological issues in measuring health status and health-related quality of life for population health measures: A brief overview of the HALY family of measures. In M. J. Field & M. R. Gold (Eds.), Summarizing population health: Directions for the development and application of population metrics. Washington, DC: National Academy Press/Institute of Medicine.

    Google Scholar 

  • Hyder, A. A., & Morrow, R.H.. (2002). Healthy life years (HeaLYs). In C. L. J. Murray, J. A. Salomon, C. D. Mathers, & A. D. Lopez (Eds.), Summary measures of population health: Concepts, ethics, measurement and applications (pp. 245–257). Geneva, Switzerland: World Health Organization.

    Google Scholar 

Lifetime Risk of Nursing Home Residency

  • Institute of Medicine. (1998). Summarizing population health: Directions for the development and application of population metrics. (M. J. Field, & M. R. Gold, Eds.). Washington, DC: National Academy Press.

    Google Scholar 

  • Murray, C. J. L., & Lopez, A. D. (Eds.). (1996a). The global burden of disease: Summary. (Global burden of disease and injury series.) Geneva, Switzerland: World Health Organization, World Bank, and Cambridge, MA: Harvard School of Public Health.

    Google Scholar 

  • Murray, C. J. L., & Lopez, A. D. (Eds.) (1996b). The global burden of disease: A comprehensive assessment of mortality and disability from diseases, injuries, and risk factors, and projected to 2020. Cambridge, MA: Harvard University Press.

    Google Scholar 

  • Murray, C. J. L., Salomon, J., & Mathers, C. (1999). A critical examination of summary measures of population health. In Global programme on evidence for health policy, Discussion paper No.2. Geneva, Switzerland: World Health Organization.

    Google Scholar 

  • U.S. Centers for Disease Control and Prevention. (2000). Measuring healthy days. Atlanta, GA: Centers for Disease Control and Prevention.

    Google Scholar 

  • U.S. National Center for Health Statistics. (1995). Years of healthy life. Healthy People Statistical Notes, No. 7. By P.W. Erickson, R. Wilson, and I. Shannon. Hyattsville, MD: National Center for Health Statistics.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2001). Healthy people 2000: Final review. Hyattsville, MD: National Center for Health Statistics.

    Google Scholar 

  • U.S. National Center for Health Statistics. (2003). Summary measures of population health: Report of findings on methodologic and data issues. By M. T. Molla, J. H. Madans, D. K. Wagener, & E. M. Crimmins. Healthy people 2010. Hyattsville, MD: National Center for Health Statistics.

    Google Scholar 

  • Ware, J. E., Kosinski, M., & Dewey, J. E. (2000). How to score Version 2 of the SF-36 R health survey. Lincoln, RI: Quality Metric.

    Google Scholar 

  • Weinstein, M. (2005). Spending health care dollars wisely: Can cost-effectiveness analysis help? Policy Brief 30. New York: Center for Policy Research, Maxwell School of Citizenship and Public Affairs, Syracuse University.

    Google Scholar 

  • World Health Organization. (2004). World health report. Statistical Annex Table 8.3, Burden of Disease in DALYs in WHO Regions, 2002. Geneva, Switzerland: World Health Organization.

    Google Scholar 

  • Foley, D. J., Ostfeld, A. M., Branch, L. G., & Wallace, R.B. (1992). The risk of nursing home admission in three communities. Journal of Aging and Health, 4(2), 155–173.

    Article  Google Scholar 

  • Kemper, P., & Murtaugh, C. (1991). Lifetime use of nursing-home care. New England Journal of Medicine, 324(9), 595–600.

    Article  Google Scholar 

  • Liang, J., & Tu, E. J-C. (1986). Estimated lifetime risk of nursing home residency: A further note. Gerontologist, 26(5), 560–563.

    Article  Google Scholar 

  • McConnel, C. E. (1984). A note on the lifetime risk of nursing home residency. Gerontologist, 24(2), 193–198.

    Article  Google Scholar 

  • Palmore, E. (1976). Total chance of institutionalization among the aged. Gerontologist, 16, 504–507.

    Article  Google Scholar 

Life and Health Cycles

  • Schoen, R., Urton, W., Woodward, K., & Baj, J. (1985). Marriage and divorce in twentieth century American cohorts. Demography, 22(1), 101–114.

    Article  Google Scholar 

  • Siegel, J. S. (1993). A generation of change: A profile of America’s older population. New York: Russell Sage Foundation (Chap. 7).

    Google Scholar 

  • Spanier, G. B., Roos, P. A., & Shockey, J. (1985). Marital trajectories of American women: Variations in the life course. Marriage and the Family, 47, 993–1003.

    Article  Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Jacob S. Siegel .

Rights and permissions

Reprints and permissions

Copyright information

© 2012 Springer Science+Business Media B.V.

About this chapter

Cite this chapter

Siegel, J.S. (2012). Gauging Population Health: Measures Linking Mortality and Morbidity. In: The Demography and Epidemiology of Human Health and Aging. Springer, Dordrecht. https://doi.org/10.1007/978-94-007-1315-4_8

Download citation

Publish with us

Policies and ethics