Russell Steven
School of Development Studies, University of East Anglia, Norwich, NR4 7TJ.
Health Policy Plan. 2005 Sep;20(5):277-89. doi: 10.1093/heapol/czi035. Epub 2005 Jul 6.
Understanding the economic burden of illness for households can inform pro-poor health and social protection policy, yet research is in its infancy and appropriate methods require further debate. Quantitative studies are powerful when applied to the right health policy questions, including the measurement of illness cost burden indicators. However, this paper argues that not all dimensions of economic burden can be measured easily, some dimensions relevant to policy, such as social actors' responses to illness and their strategies to cope with illness costs, cannot be reduced to quantitative indicators at all, and large-scale surveys may overlook context-specific processes operating at household level that influence people's paths in and out of poverty as a result of illness. This leaves scope for longitudinal case-study household research to enhance understanding of economic burden and provide additional policy insights on how to better protect households from cost burdens and improve resilience. Drawing on the experience of research in urban Sri Lanka, the paper sets out several comparative advantages of case study research in this area. First, it complemented household survey data by revealing the complex and dynamic nature of illness costs and how these cost patterns (for example, sudden cost peaks) influenced household ability to manage costs. Secondly, it improved understanding of vulnerability or resilience to illness costs by capturing the diverse resources, within and outside the household, used by people to cope with illness costs, and the social institutions and decision-making processes that influenced access to them. Thirdly, the cases enabled the research to develop a picture of the inter-connected factors mediating the impact of illness on livelihood outcomes.
了解疾病给家庭带来的经济负担有助于制定有利于穷人的健康和社会保护政策,但这方面的研究尚处于起步阶段,合适的方法仍需进一步探讨。当应用于恰当的卫生政策问题时,定量研究很有作用,包括对疾病成本负担指标的衡量。然而,本文认为并非所有经济负担维度都能轻易衡量,一些与政策相关的维度,比如社会行为者对疾病的反应及其应对疾病成本的策略,根本无法简化为定量指标,而且大规模调查可能会忽略家庭层面特定背景下的过程,这些过程会影响人们因疾病而陷入或摆脱贫困的路径。这就为纵向案例研究家庭调查留下了空间,以增进对经济负担的理解,并就如何更好地保护家庭免受成本负担影响以及提高恢复力提供更多政策见解。借鉴斯里兰卡城市地区的研究经验,本文阐述了该领域案例研究的几个比较优势。第一,它通过揭示疾病成本的复杂动态性质以及这些成本模式(例如成本突然激增)如何影响家庭管理成本的能力,对家庭调查数据起到了补充作用。第二,它通过了解人们用于应对疾病成本的家庭内外各种资源,以及影响获取这些资源的社会机构和决策过程,增进了对疾病成本脆弱性或恢复力的理解。第三,这些案例使研究能够描绘出介导疾病对生计结果影响的相互关联因素的情况。