Incremental Health Care Expenditures of the Spouses of Older Adults With Alzheimer's Diseases and Related Dementias (ADRD)
Open accessAbstract
Objective Previous research has found that having a spouse with Alzheimer's disease and related dementias (ADRD) is associated with higher health care expenditures, however it is unclear if this difference remains after accounting for the demographics and health status of the non-ADRD spouse. This paper aims to estimate the adjusted incremental health care expenditures of having a spouse with ADRD.Design Cross-sectional study of publicly available survey data (2003-2017 Medical Expenditure Panel Survey).Setting Representative sample of U.S. households.Participants Community-dwelling and married older adults (n = 28,356).Measurement Two-part models and recycled prediction techniques to estimate the incremental effects of having a spouse with ADRD on annual health care expenditures, while adjusting for demographics, socioeconomic characteristics, and health conditions.Results Spouses of older adults with ADRD were older, had worse perceived mental health, and had greater difficulties with activities of daily living, compared to older adults with cognitively normal spouses. Spouses of ADRD patients had significantly higher unadjusted total health care expenditures, however their adjusted incremental expenditure was not significantly greater. After controlling for demographics and health status, ADRD spouses had significantly higher home health care expenditures, but significantly lower outpatient expenditures.Conclusion Results suggested that the higher health care expenditures in older adults with ADRD spouses can be attributed to the higher rate of comorbidities, rate of functional limitations, and mean age in this group. The increased use of home health and decreased use of outpatient in this population suggests the importance of tailoring preventative health care and social services to meet the needs of this group.
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Integrity signals
Registry
Cites
Statistics
Claims the paper makes
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
The expenditure pattern suggests a possible substitution effect and greater referrals to home health care by providers for patients with dementia.
“which suggests a possible”
From 2023 Alzheimer's disease facts and figures (2023) · cites this paper as [536]
The Discussion says home health may substitute for outpatient services and suggests that providers referring patients with dementia for home care may also refer their spouses. It does not establish greater referral rates for patients with dementia; the expenditure pattern studied concerns their spouses. (LLM, conf=0.83)
Experimental — accuracy not yet measuredSpousal caregivers of people with dementia have higher home health care expenditures but lower outpatient expenditures than those without a spouse with dementia.
“Caregivers of a spouse with dementia indicate higher home health care expenditures but lower outpatient expenditures than those who do not have a spouse with dementia, which suggests a possible”
From 2023 Alzheimer's disease facts and figures (2023) · cites this paper as [536]
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
The self-check needs the paper’s full text.
Cites
Revisiting the Behavioral Model and Access to Medical Care: Does it Matter?
Andersen, R. M. (1995) · Journal of Health and Social Behavior · doi:10.2307/2137284 · Cited by 9,831 · see citing works
Caregiving as a Risk Factor for Mortality: The Caregiver Health Effects Study
Schulz, R., & Beach, S. R. (1999) · JAMA · doi:10.1001/jama.282.23.2215 · Cited by 3,340 · see citing works
2019 Alzheimer’s disease facts and figures.
Alzheimer's Association (2019) · Alzheimer's & Dementia · doi:10.1016/j.jalz.2019.01.010 · Cited by 2,461 · see citing works
Is caregiving hazardous to one’s physical health? A meta-analysis
Vitaliano, P. P., Zhang, J., & Scanlan, J. M. (2003) · Psychological Bulletin · doi:10.1037/0033-2909.129.6.946 · Cited by 1,734 · see citing works
COVID-19 and the consequences of isolating the elderly
Armitage, R., & Nellums, L. B. (2020) · The Lancet Public Health · doi:10.1016/s2468-2667(20)30061-x · Cited by 1,597 · see citing works
The Agency for Healthcare Research and Quality
Baine, W. B. (2006) · Italian Journal of Public Health · doi:10.2427/5924 · Cited by 1,191 · see citing works
Caregiver burden among dementia patient caregivers: A review of the literature
Etters, L., Goodall, D., & Harrison, B. E. (2008) · Journal of the American Academy of Nurse Practitioners · doi:10.1111/j.1745-7599.2008.00342.x · Cited by 1,112 · see citing works
Improving caregiver well-being delays nursing home placement of patients with Alzheimer disease
Mittelman, M. S., Haley, W. E., Clay, O. J., & Roth, D. L. (2006) · Neurology · doi:10.1212/01.wnl.0000242727.81172.91 · Cited by 602 · see citing works
Belotti, F., Deb, P., Manning, W., & Norton, E. (2015) · The Stata Journal Promoting communications on statistics and Stata · doi:10.1177/1536867x1501500102 · Cited by 588 · see citing works
Dunn, A., Grosse, S. D., & Zuvekas, S. H. (2018) · Health Services Research · doi:10.1111/1475-6773.12612 · Cited by 494 · see citing works
Brown, E. E., Kumar, S., Rajji, T. K., Pollock, B. G., & Mulsant, B. H. (2020) · American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.04.010 · Cited by 484 · see citing works
Modeling Health Care Expenditures and Use
Deb, P., & Norton, E. C. (2018) · Annual Review of Public Health · doi:10.1146/annurev-publhealth-040617-013517 · Cited by 412 · see citing works
APOE e4 Genotype Predicts Severe COVID-19 in the UK Biobank Community Cohort
Kuo, C.-L., Pilling, L. C., Atkins, J. L., Masoli, J. A. H., Delgado, J., Kuchel, G. A., & Melzer, D. (2020) · The Journals of Gerontology: Series A · doi:10.1093/gerona/glaa131 · Cited by 388 · see citing works
Salami, J. A., Warraich, H., Valero-Elizondo, J., Spatz, E. S., Desai, N. R., Rana, J. S., Virani, S. S., Blankstein, R., Khera, A., Blaha, M. J., et al. (2017) · JAMA Cardiology · doi:10.1001/jamacardio.2016.4700 · Cited by 370 · see citing works
Goodman‐Casanova, J. M., Dura-Perez, E., Parra, J. G., Cuesta‐Vargas, A., & Mayoral, F. (2020) · Journal of Medical Internet Research · doi:10.2196/19434 · Cited by 315 · see citing works
Buhr, G., Kuchibhatla, M., & Clipp, E. (2006) · The gerontologist · doi:10.1093/geront/46.1.52 · Cited by 280 · see citing works
15 Smartphone apps for older adults to use while in isolation during the COVID-19 pandemic
Banskota, S., Healy, M., & Goldberg, E. (2020) · Western Journal of Emergency Medicine · doi:10.5811/westjem.2020.4.47372 · Cited by 266 · see citing works
Parker, D., Mills, S., & Abbey, J. (2008) · International Journal of Evidence-Based Healthcare · doi:10.1111/j.1744-1609.2008.00090.x · Cited by 233 · see citing works
Schaller, S., Mauskopf, J., Kriza, C., Wahlster, P., & Kolominsky-Rabas, P. L. (2015) · International Journal of Geriatric Psychiatry · doi:10.1002/gps.4198 · Cited by 215 · see citing works
Disparities in mental health service use of racial and ethnic minority elderly adults
Jimenez, D. E., Cook, B., Bartels, S. J., & Alegría, M. (2013) · Journal of the American Geriatrics Society · doi:10.1111/jgs.12063 · Cited by 201 · see citing works
Sanders, S., Ott, C. H., Kelber, S. T., & Noonan, P. E. (2008) · Death Studies · doi:10.1080/07481180802138845 · Cited by 193 · see citing works
COVID-19, Mental Health and Aging: A Need for New Knowledge to Bridge Science and Service
Vahia, I. V., Blazer, D. G., Smith, G. S., Karp, J. F., Steffens, D. C., Forester, B. P., Tampi, R. R., Agronin, M., Jeste, D. V., & Reynolds, C. F. (2020) · American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.03.007 · Cited by 170 · see citing works
Action at a distance: geriatric research during a pandemic
Nicol, G. E., Piccirillo, J. F., Mulsant, B. H., & Lenze, E. J. (2020) · Journal of the American Geriatrics Society · doi:10.1111/jgs.16443 · Cited by 156 · see citing works
Prigerson, H. G., & Maciejewski, P. K. (2006) · OMEGA - Journal of Death and Dying · doi:10.2190/ankh-bb2h-d52n-x99y · Cited by 143 · see citing works
Vaitheswaran, S., Lakshminarayanan, M., Ramanujam, V., Sargunan, S., & Venkatesan, S. (2020) · The American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.06.026 · Cited by 143 · see citing works
Medical Expenditure Panel Survey (MEPS)
Gonzalez, D. M. (2016) · The SAGE Encyclopedia of Pharmacology and Society · doi:10.4135/9781483349985.n242 · Cited by 138 · see citing works
Dassel, K. B., Carr, D. C., & Vitaliano, P. (2017) · The Gerontologist · doi:10.1093/geront/gnv148 · Cited by 127 · see citing works
Pozzebon, M., Douglas, J., & Ames, D. (2016) · International Psychogeriatrics · doi:10.1017/s1041610215002239 · Cited by 112 · see citing works
Does Dementia Caregiving Accelerate Frailty? Findings From the Health and Retirement Study
Dassel, K. B., & Carr, D. C. (2016) · The Gerontologist · doi:10.1093/geront/gnu078 · Cited by 106 · see citing works
Measuring Trends in Racial/ Ethnic Health Care Disparities
Cook, B. L., McGuire, T. G., & Zuvekas, S. H. (2008) · Medical Care Research and Review · doi:10.1177/1077558708323607 · Cited by 105 · see citing works
Bayesian analysis of the two‐part model with endogeneity: application to health care expenditure
Deb, P., Munkin, M. K., & Trivedi, P. K. (2006) · Journal of Applied Econometrics · doi:10.1002/jae.891 · Cited by 99 · see citing works
Middleton, A., Simpson, K. N., Bettger, J. P., & Bowden, M. G. (2020) · Physical Therapy · doi:10.1093/ptj/pzaa089 · Cited by 99 · see citing works
ApoE e4 Genotype Predicts Severe COVID-19 in the UK Biobank Community CohortPreprint
Kuo, C., Pilling, L. C., Atkins, J. L., et al. (2020) · medRxiv · doi:10.1101/2020.05.07.20094409 · Cited by 82 · see citing works
Using Telehealth Groups to Combat Loneliness in Older Adults Through COVID ‐19
Zubatsky, M., Berg‐Weger, M., & Morley, J. E. (2020) · Journal of the American Geriatrics Society · doi:10.1111/jgs.16553 · Cited by 74 · see citing works
Parker, D., Mills, S., & Abbey, J. (2008) · JBI Library of Systematic Reviews · doi:10.11124/jbisrir-2008-217 · Cited by 69 · see citing works
Spouses of persons with dementia: Their healthcare problems, utilization, and costs
Kolanowski, A. M., Fick, D. M., Waller, J. L., & Shea, D. (2004) · Research in Nursing & Health · doi:10.1002/nur.20036 · Cited by 66 · see citing works
Padala, S. P., Jendro, A. M., & Orr, L. C. (2020) · Psychiatry Research · doi:10.1016/j.psychres.2020.113028 · Cited by 57 · see citing works
Deb, A., Sambamoorthi, U., Thornton, J., Schreurs, B., & Innes, K. (2017) · Aging & Mental Health · doi:10.1080/13607863.2017.1286454 · Cited by 52 · see citing works
Incorporating Issues of Elderly Loneliness into the Coronavirus Disease–2019 Public Health Response
Patel, S. S., & Clark‐Ginsberg, A. (2020) · Disaster Medicine and Public Health Preparedness · doi:10.1017/dmp.2020.145 · Cited by 51 · see citing works
Asmundson, G. J. G., Norton, G. R., & Jacobson, S. J. (1996) · Anxiety · doi:10.1002/(sici)1522-7154(1996)2:1 · Cited by 47 · see citing works
Suehs, B. T., Shah, S., Davis, C. D., Alvir, J. M., Faison, W. E., Patel, N. C., van Amerongen, D., & Bobula, J. D. (2014) · Journal of the American Geriatrics Society · doi:10.1111/jgs.12694 · Cited by 39 · see citing works
The clinical and economic burden among caregivers of patients with Alzheimer's disease in Canada
Szabo, S. M., Lakzadeh, P., Cline, S. K., dos Reis, R. P., & Petrella, R. J. (2019) · International Journal of Geriatric Psychiatry · doi:10.1002/gps.5182 · Cited by 36 · see citing works
Gilden, D., Kubisiak, J. M., Kahle‐Wrobleski, K., BALL, D. E., & Bowman, L. (2014) · BMC Health Services Research · doi:10.1186/1472-6963-14-291 · Cited by 25 · see citing works
Racial and Ethnic Differences in Drug Expenditures and Access under Medicare Part D
Chen, J., Rizzo, J. A., & Ortega, A. N. (2011) · Journal of Health Care for the Poor and Underserved · doi:10.1353/hpu.2011.0070 · Cited by 24 · see citing works
Self-citationTelehealth Reimbursement Allows Access to Mental Health Care During COVID-19
Lepkowsky, C. M. (2020) · American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.05.008 · Cited by 16 · see citing works
Modeling Health Care Spending Growth of Older Adults
Hatfield, L. A., Favreault, M. M., McGuire, T. G., & Chernew, M. E. (2016) · Health Services Research · doi:10.1111/1475-6773.12640 · Cited by 15 · see citing works
A Claims-Based Examination of Health Care Costs Among Spouses of Patients With Alzheimer’s Disease
Gilden, D., Kubisiak, J. M., Kahle‐Wrobleski, K., BALL, D. E., & Bowman, L. (2017) · The Journals of Gerontology Series A · doi:10.1093/gerona/glx029 · Cited by 9 · see citing works
Dementia Caregivers: Juggling, Delaying, and Looking Forward
Solway, E. S., Clark, S. L., Singer, D., Kirch, M., & Malani, P. (2017) · Deep Blue (University of Michigan) · Cited by 9 · see citing works
Piloting a Dementia Caregiver Intervention in a Primary Care Setting
Barman, M. S., & Paulson, D. L. (2020) · Clinical Gerontologist · doi:10.1080/07317115.2020.1791294 · Cited by 5 · see citing works
Flagged first, then by citations
Research works printed but not linked: 1
- [38]Ames D O'Brien JT Burns A Dementia 2017 CRC Press
Cited by
Sorted by citations
2023 Alzheimer's disease facts and figures
(2023) · Alzheimer's & Dementia · doi:10.1002/alz.13016 · Cited by 3,212 · see citing works
2024 Alzheimer's disease facts and figures
(2024) · Alzheimer's & Dementia · doi:10.1002/alz.13809 · Cited by 2,536 · see citing works
2022 Alzheimer's disease facts and figures
Anonymous (2022) · Alzheimer s & Dementia · doi:10.1002/alz.12638 · Cited by 2,384 · see citing works
2025 Alzheimer's disease facts and figures
(2025) · Alzheimer s & Dementia · doi:10.1002/alz.70235 · Cited by 569 · see citing works
Gaugler, J. E., Soo Borson, B., Epps, F. R., Shih, R. A., Parker, L. J., & McGuire, L. C. (2023) · Alzheimer s & Dementia · doi:10.1002/alz.13437 · Cited by 44 · see citing works
2026 Alzheimer's disease facts and figures
(2026) · Alzheimer s & Dementia · doi:10.1002/alz.71345 · Cited by 61 · see citing works
Fleisher, J. E., Moshkovich, A., Levin, M. E., Akram, F., Hess, S., Suresh, M., Bentley, C. D., Manak, T. J., Mattke, M., Miller, A., et al. (2022) · Alzheimer Disease & Associated Disorders · doi:10.1097/wad.0000000000000535 · Cited by 10 · see citing works
Are Medical Care Expenses Higher for Spouses Who Provide Dementia Care?
Albert, S. M. (2021) · The American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.10.008 · Cited by 7 · see citing works
Du, J., Wu, X., Lei, L., Zhao, H., Zhang, Q., Wang, Y., Chen, Y., Nie, C., & Zhang, J. (2025) · PLoS ONE · doi:10.1371/journal.pone.0320319 · Cited by 7 · see citing works
A Caregiver Must Be Healthy to Be Able to Care
Iriarte, E., & Jimenez, D. E. (2020) · American Journal of Geriatric Psychiatry · doi:10.1016/j.jagp.2020.10.003 · Cited by 4 · see citing works
Xu, R., Chen, D., Hua, L., Mu, T., & Ma, G. (2025) · Archives of Physical Medicine and Rehabilitation · doi:10.1016/j.apmr.2025.02.015 · Cited by 2 · see citing works
Medicare expenditures among spouses of persons with dementia
Ingraham, B. C., Barthold, D., Coe, N. B., & Fishman, P. A. (2024) · Journal of the American Geriatrics Society · doi:10.1111/jgs.19074 · Cited by 2 · see citing works
Sadeghi-Mahalli, N., Shahboulaghi, F. M., Arsalani, N., Fallahi‐Khoshknab, M., Foroughan, M., & Atazadeh, M. (2024) · Geriatric Nursing · doi:10.1016/j.gerinurse.2024.10.011 · Cited by 2 · see citing works
Sadeghi-Mahalli, N., Shahboulaghi, F. M., Arsalani, N., Fallahi‐Khoshknab, M., Foroughan, M., & Atazadeh, M. (2024) · Aging & Mental Health · doi:10.1080/13607863.2024.2385453 · Cited by 1 · see citing works
More than dollars: Healthcare utilization among spouses of persons with dementia
Horstman, M. J. (2024) · Journal of the American Geriatrics Society · doi:10.1111/jgs.19174 · Cited by 1 · see citing works
Jacobsen, M., Jarl, J., & Persson, S. (2025) · Alzheimer s & Dementia Behavior & Socioeconomics of Aging · doi:10.1002/bsa3.70012
Cheng, Z., Maeng, D. D., Lee, H. B., Hill, E. L., Reckrey, J. M., Routhier, G., Ying, M., & Li, Y. (2026) · Aging and Health Research · doi:10.1016/j.ahr.2026.100271
- Authors
- Chu, J., Benjenk, I., & Chen, J.
- Affiliations
- University of Maryland, College Park (US)
- Corresponding author
- Chu, Jun
- Venue
- The American Journal of Geriatric Psychiatry
- Publisher
- Elsevier BV
- Published
- 2021-05
- Volume
- 29
- Issue
- 5
- Pages
- 462-472
- ISSN
- 1064-7481 (ISSN-L)
- PMC
- PMC7525656
- OpenAlex
- W3090382492
- Cited by
- 17
- References
- 48
- Citations by year
- 2026: 2 · 2025: 4 · 2024: 5 · 2023: 2 · 2022: 2 · 2020: 2
- FWCI
- 1.09
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Locations
- American Journal of Geriatric Psychiatry (publishedVersion)
- PubMed Central (publishedVersion)
- PubMed (publishedVersion)
- Funders
- National Institute on Aging (R01MD011523-03S1, R56AG062315)
- National Institute on Minority Health and Health Disparities (R01MD011523)
- Topics
- Health Sciences › Medicine › Psychiatry and Mental health › Dementia and Cognitive Impairment Research
- Social Sciences › Economics, Econometrics and Finance › Economics and Econometrics › Healthcare Policy and Management
- Health Sciences › Health Professions › General Health Professions › Global Health Care Issues
- Keywords
- Alzheimer's disease and related dementias, health care expenditure, home health care, outpatient care, functional limitations, comorbidities, caregiver burden, older adults, family caregiving
- MeSH terms
- Activities of Daily Living, Aged, Alzheimer Disease, Cross-Sectional Studies, Health Expenditures, Humans, United States, Spouses
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
Are you an author, or do you see a problem with this page? Request a review