Cited by 213Health disparities and outcomesPublic Health and Social InequalitiesPrimary Care and Health Outcomes

Influence of Patients' Socioeconomic Status on Clinical Management Decisions: A Qualitative Study

Open access
Bernheim, S. M., Ross, J. S., Krumholz, H. M., Bradley, E. H.·2008·The Annals of Family Medicine

Abstract

PURPOSE: Little is known about how patients' socioeconomic status (SES) influences physicians' clinical management decisions, although this information may have important implications for understanding inequities in health care quality. We investigated physician perspectives on how patients' SES influences care. METHODS: The study consisted of in-depth semistructured interviews with primary care physicians in Connecticut. Investigators coded interviews line by line and refined the coding structure and interview guide based on successive interviews. Recurrent themes emerged through iterative analysis of codes and tagged quotations. RESULTS: We interviewed 18 physicians from varied practice settings, 6 female, 9 from minority racial backgrounds, and 3 of Hispanic ethnicity. Four themes emerged from our interviews: (1) physicians held conflicting views about the effect of patient SES on clinical management, (2) physicians believed that changes in clinical management based on the patient's SES were made in the patient's interest, (3) physicians varied in the degree to which they thought changes in clinical management influenced patient outcomes, and (4) physicians faced personal and financial strains when caring for patients of low SES. CONCLUSIONS: Physicians indicated that patient SES did affect their clinical management decisions. As a result, physicians commonly undertook changes to their management plan in an effort to enhance patient outcomes, but they experienced numerous strains when trying to balance what they believed was feasible for the patient with what they perceived as established standards of care.

AI snapshot

Written from the paper’s full text.

TL;DR

In interviews with 18 Connecticut primary care physicians, all described changing clinical management because of patient socioeconomic status, often intending to make care more affordable, feasible, or comprehensible. Physicians were conflicted about SES influencing care and reported personal and financial strains when balancing feasibility with standards.

Key findings

  • Four recurrent themes emerged: physicians held conflicting views about SES effects on clinical management; they believed changes were made in the patient’s interest; they varied in whether changes influenced outcomes; and they faced personal and financial strains caring for low-SES patients.
  • Every physician described situations in which they changed care because of patient SES, including using less-expensive medications, avoiding specialist referrals, postponing testing, less aggressive diabetes management, and altering communication.
  • Some physicians believed tailored changes did not compromise outcomes, such as prescribing generic rather than brand-name medication, while others said financial limits led to worse outcomes, such as difficulty controlling chronic pain with less-expensive medications.
  • Physicians reported strains including no longer accepting new Medicaid or uninsured patients, extra work to obtain free medications or specialty referrals, and concerns about performance measurement.

Methods

  • Qualitative study using 18 semistructured interviews with primary care physicians in Connecticut who care for Medicaid patients; the sample included 6 women, 9 physicians from minority racial backgrounds, and 3 of Hispanic ethnicity, with 5 to 23 years of clinical experience.
  • Sampling combined random identification from the Medicaid primary care pool (14 contacted, 11 agreed), purposeful selection for variation in race/ethnicity, practice type, and setting (4 contacted, all agreed), and snowball sampling for minority physicians and those caring for veterans (3 identified, all agreed).
  • Analysis used line-by-line open coding by three investigators, negotiated consensus, iterative refinement of the coding structure and interview guide, and constant comparative/editing analysis until thematic saturation; Atlas-ti was used to select verbatim quotations.

Limitations

  • Stated: the study did not use theoretical iterative sampling and was limited to physicians from a single state caring for adult patients only.
  • Stated: only physicians were interviewed, so patients’ perspectives on how SES influences clinical management may differ.
  • Stated: interviewers were primary care physicians experienced in caring for low-SES populations, which may have influenced interviews and interpretation; a third investigator coded all interviews. Evident: the sample was small (18 physicians) and findings rely on self-reported accounts rather than direct measurement of patient outcomes.

Model-written summary. Check it against the paper before relying on it.

Integrity signals

Registry

Crossref · 10.1370/afm.749

Cites

47 of 47 references verified0 citation errors · 0 not checkable

Statistics

Nothing to recompute.

Claims the paper makes

0 of 16 cited sources checked · 0 supported · 0 flagged

  • Findingown data

    Physicians faced personal and financial strains when caring for patients of low SES.

    “physicians faced personal and fi nancial strains when caring for patients of low SES”
    Quote in the paperNot a substantial claim
  • Findingown data

    Most physicians' statements divulged conflicted views about the influence of patient SES on clinical management.

    “Most physicians' statements, however, divulged more confl icted views about the infl uence of patient SES on clinical management.”
    Quote in the paperSubstantial claim
  • Findingown data

    Physicians believed that changes in clinical management based on the patient's SES were made in the patient's interest.

    “physicians believed that changes in clinical management based on the patient's SES were made in the patient's interest”
    Quote in the paperSubstantial claim
  • Findingown data

    Physicians commonly undertook changes to their management plan in an effort to enhance patient outcomes.

    “physicians commonly undertook changes to their management plan in an effort to enhance patient outcomes”
    Quote in the paperSubstantial claim
  • Findingown data

    Our findings identify a number of ways that physicians change care based on their patients' SES.

    “Our fi ndings identify a number of ways that physicians change care based on their patients' SES.”
    Quote in the paperSubstantial claim
  • Classified as probably not a substantial claim. 6
  • May combine two claims. 5
  • The quote only partly states this claim. 1
  • Classified as probably not a substantial claim.

    Findingown data

    In some cases, physicians believed that, although they provided different care for patients of low SES compared with patients of higher SES, patient outcomes did not differ.

    “In some cases, physicians believed that, although they provided different care for patients of low SES when compared with patients of higher SES, patient outcomes did not differ.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Findingown data

    To make care more affordable, physicians described using less-expensive medications, avoiding specialist referrals, trying to accomplish more in a single visit, and postponing testing.

    “To make care more affordable to patients as a result of income or insurance restrictions, for instance, physicians described using less-expensive medications, avoiding specialist referrals, trying to accomplish more in a single visit, and postponing testing.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.

    Findingown data

    Some physicians stated that they could no longer afford to accept new Medicaid or uninsured patients and questioned the sustainability of the current health care system.

    “Furthermore, some physicians stated that they could no longer afford to accept new Medicaid or uninsured patients and questioned the sustainability of the current health care system.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Study design and conductreasoning

    All interviews were additionally coded by a third investigator, a health services researcher with substantial qualitative research experience and expertise in quality of care.

    “For this reason, all interviews were additionally coded by a third investigator, a health services researcher with substantial qualitative research experience and expertise in quality of care.”
    Quote in the paperSubstantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing). May combine two claims.

    Study design and conductreasoning

    The interviewers' parallel education and experience may have contributed to their ability to establish rapport but may also have influenced their approach to interviews and interpretation of data.

    “their parallel education and experience may have contributed to their ability to establish rapport with the physicians interviewed but may also have infl uenced both their approach to the interviews and their interpretation of the data.”
    Quote in the paperNot a substantial claim
  • Probably not a substantial claim: may not pass S3 (load-bearing), S4 (based). The quote only partly states this claim.

    Interpretationnone given

    Patients' perspectives on how SES influences clinical management may be different from physicians' perspectives.

    “patients' perspectives on how SES infl uences clinical management may be different.”
    Quote in the paperNot a substantial claim
  • Classified as probably not a substantial claim.

    Interpretationreasoning

    The scope of our findings is limited to the perspective of physicians.

    “Although the scope of our fi ndings is limited to the perspective of physicians”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Interpretationreasoning

    These changes may contribute to measured socioeconomic disparities in health care; however, many changes are made to enhance patient outcomes given the constraints associated with low SES.

    “These changes may contribute to measured socioeconomic disparities in health care; however, many changes are made to enhance patient outcomes given the constraints associated with low SES.”
    Quote in the paperSubstantial claim
  • May combine two claims.

    Interpretationreasoning

    Tailoring care based on financial limitations, such as providing a less effective but more affordable medication, may be appropriate, but it does not necessarily reflect the values or health beliefs of a patient.

    “Tailoring care based on fi nancial limitations, such as providing a less effective but more affordable medication, may be appropriate, but it does not necessarily refl ect the values or health beliefs of a patient, as is central to most defi nitions of patient-centered care.”
    Quote in the paperSubstantial claim
9 of 9
  • The paper relies on this without support.

    Little is known about how low SES influences physicians' decision making regarding clinical management and how SES may contribute to disparities in quality of care.

    “Little is known, however, about how low SES ultimately infl uences physicians' decision making regarding clinical management of patients and thus how SES may contribute to measured disparities in quality of care.”
  • The paper relies on this without support.

    Current quality measures do not provide guidance or adjustment for the tailoring of care that interviewed physicians believed best met the needs of their patients.

    “Current quality measures do not provide guidance or adjustment for the tailoring of care that interviewed physicians believed best met the needs of their patients.”
  • The paper relies on this without support.

    Although financial limitations commonly influence clinical practice, physicians are without an evidence base to guide such decisions.

    “Although fi nancial limitations commonly infl uence clinical practice, physicians are without an evidence base to guide such decisions.”
  • The paper relies on this without support.

    Physicians' self-reports in interviews accurately reflect their clinical management decisions.

    “We chose this method of research in the belief that physician participants were most likely to respond candidly in the context of one-on-one discussion with a physician interviewer.”
4 of 4

Cites

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Authors
Bernheim, S. M., Ross, J. S., Krumholz, H. M., & Bradley, E. H.
Affiliations
  • Yale University (US)
  • James J. Peters VA Medical Center (US)
  • Yale New Haven Hospital (US)
Venue
The Annals of Family Medicine
Published
2008-01-01
Volume
6
Issue
1
Pages
53-59
ISSN
  • 1544-1709 (ISSN-L)
  • 1544-1717
OpenAlex
W1855387788
Cited by
212
References
48
Citations by year
2026: 7 · 2025: 20 · 2024: 20 · 2023: 17 · 2022: 23 · 2021: 11 · 2020: 20 · 2019: 15 · 2018: 7 · 2017: 9 · 2016: 7 · 2015: 6 · 2014: 8 · 2013: 11 · 2012: 5
FWCI
8.97
Type
journal article
Language
en
Open access
Locations
  • The Annals of Family Medicine (publishedVersion)
  • PubMed (publishedVersion)
  • Europe PMC (PubMed Central) (submittedVersion)
  • PubMed Central (submittedVersion)
Funders
National Institute on Aging (T32 AG1934)
Topics
  • Social Sciences › Health › Health disparities and outcomes
  • Social Sciences › Health › Public Health and Social Inequalities
  • Health Sciences › Health Professions › General Health Professions › Primary Care and Health Outcomes
Keywords
socioeconomic status, clinical management decisions, physician attitudes, primary care physicians, health care inequities, low-income patients, physician stress, patient-centered care, standard of care
MeSH terms
Adult, Attitude of Health Personnel, Connecticut, Decision Making, Female, Humans, Interviews as Topic, Male, Medicaid, Middle Aged, Patient Care Management, Practice Patterns, Physicians', Physicians, Family, Quality of Health Care, Social Class, Medically Uninsured, Qualitative Research, Healthcare Disparities

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