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Archivos de cardiología de México

On-line version ISSN 1665-1731Print version ISSN 1405-9940

Arch. Cardiol. Méx. vol.95 n.1 Ciudad de México Jan./Mar. 2025  Epub June 03, 2025

https://doi.org/10.24875/acm.24000034 

ORIGINAL ARTICLES

Barriers to adherence to secondary prevention therapy in patients with ischemic heart disease: a cross-sectional study of a Mexican reference center

Barreras en la adherencia al tratamiento de prevención secundaria en pacientes con cardiopatía isquémica: un estudio transversal de un centro de referencia mexicano

José R. Orozco-Moreno1  2 

Enrique A. Berríos-Bárcenas1  3  * 

Dante Palacios-Gutierrez1 

Alfonso R. Aldaco-Rodríguez1 

Nydia Ávila-Vanzzini1 

Jorge E. Cossío-Aranda1 

Claudia del Valle-Chávez1 

Mario Leyva-Balderas1 

José A. Maza-Larrea1  4 

Francisco J. Roldán-Gómez1 

1Clínica de Miocardiopatias, Instituto Nacional de Cardiología Ignacio Chávez, Ciudad de México

2Departamento de Cardiología, Centro Médico Nacional de Occidente, Guadalajara

3Departamento de Cardiología, Hospital Español, Ciudad de México

4Departamento de Farmacología Clínica y Farmacovigilancia, Instituto Nacional de Cardiología Ignacio Chávez, Ciudad de México. México


Abstract

Objective:

This article aims to assess the adherence level to second-line therapy for cardiovascular prevention in a tertiary hospital in Mexico City and identify key barriers to adequate pharmacological adherence.

Methods:

A single-center prospective cross-sectional study was conducted between August 2018 and February 2020. Sociodemographic data were collected, and the Morisky medication adherence scale was performed. Directed interviews during medical consultations were also conducted to determine reasons for non-adherence.

Results:

Showed that out of 991 patients included with a median age of 65 (58.72) years, 70.3% exhibited inadequate adherence, with forgetfulness being the most common reason (55.4%). Patients receiving combined therapy with coronary revascularization showed higher adherence compared to those on optimal medical therapy alone. Low educational level (OR 1.68, IC 95% 1.23-2.23, p = 0.0001) and the use of optimal medical therapy alone (OR 1.2, I 95% 1.11-2.007 p = 0.007) were identified as predictors of poor adherence.

Conclusion:

Among patients with ischemic heart disease and pharmacological therapy for secondary prevention, inadequate adherence is observed in 70% of cases. Factors associated with poor pharmacological adherence were low educational level and prescription of medical therapy without revascularization.

Keywords Therapy adherence; Ischemic heart disease; Secondary prevention; Optimal medical therapy; Cardiovascular disease; Disease burden

Resumen

Objetivo:

Determinar el nivel de adherencia a la terapia secundaria de prevención cardiovascular en un hospital terciario de la Ciudad de México e identificar las barreras que contribuyen a la inadecuada adherencia farmacológica.

Métodos:

Se realizó un estudio transversal entre agosto de 2018 y febrero de 2020. Se obtuvieron los datos sociodemográficos, la escala de adherencia a la medicación de Morisky, y se realizó una entrevista sobre las razones de la no adherencia.

Resultados:

991 pacientes fueron incluidos con una mediana de edad de 65 (58,72) años. La adherencia inadecuada fue de 70.3%, siendo el olvido la causa más frecuente (55.4%). Aquellos pacientes en terapia farmacológica combinada con revascularización coronaria fueron más adherentes que aquellos en terapia médica óptima. El bajo nivel educativo (OR 1.68, IC95%1.23-2.3, p = 0.001) y el uso de tratamiento médico óptimo solo (OR 1.52, IC95%1.11-2.07, p = 0.007) fueron predictores de mala adherencia.

Conclusión:

En pacientes con cardiopatia isquemica y terapia farmacológica para prevención secundaria se observa adherencia inadecuada en 70%. Los factores asociados a mala adherencia farmacológica fueron el bajo nivel educativo y la prescripción de tratamiento médico sin revascularización.

Palabras clave Adherencia terapéutica; Cardiopatía isquémica; Prevención secundaria; Terapia médica óptima; Enfermedad cardiovascular; Carga de enfermedad

Introduction

Advances in diagnostic and therapeutic strategies have improved ischemic heart disease (IHD) outcomes over the last decades1. Particularly, the use of evidence-based pharmacological therapy has been demonstrated to improve long-term prognosis by reducing mortality by up to 40%, stabilizing disease progression, reducing the risk of recurrence, and enhancing functional capacity2. Nonetheless, despite these advancements, IHD remains the leading cause of morbidity and mortality in countries of all income groups3, reflecting the suboptimal implementation of secondary prevention strategies and the subsequent burden on global health-care services. The use of such medications is still low, with a non-adherence prevalence ranging from 40 to 80%4, exhibiting health disparities among countries and socioeconomic status3. In this context, most available data on medication adherence proceeds from developed countries and clinical trials5, which may not reflect the actual situation of developing countries, especially in those with higher income health inequalities. Thus, medication-taking behavior may require national consensus and individualized tools to address the problem in a population-based manner to overcome socioeconomic, cultural, and ethnic barriers. Although data exist on medication adherence for secondary prevention of cardiovascular disease (CVD) in developing countries, to the best of our knowledge, no study has explored potential reasons for non-adherence in Mexico. This study aimed to determine the level of adherence to secondary prevention therapy in patients with IHD in the National Institute of Cardiology Ignacio Chávez and identify the key barriers contributing to medication non-adherence.

Materials and methods

Study design and setting

A single-center prospective cross-sectional study was conducted between August 1st, 2018, and February 28th, 2020 in the cardiology outpatient department of the National Institute of Cardiology "Ignacio Chávez" a tertiary hospital in Mexico City that provides high specialty cardiovascular care to uninsured population. This study complied with the edicts of the Declaration of Helsinki and was approved by the Institutional Ethics Board (REF. INCAR-DG-DI-CI-003-2022). Informed consent was obtained from all patients.

Study population and variables

The inclusion criteria for participating in the study were patients between 18 and 90 years old with a diagnosis of IHD on pharmacological treatment for secondary CVD prevention. The patients were also evaluated for the presence of dyslipidemia to ensure the indication of the drugs to be evaluated. IHD was established by the presence of at least one imaging study performed at the institution confirming the presence of coronary atherosclerotic disease and/or history of acute myocardial infarction documented in the institution’s electronic or physical medical records. Dyslipidemia was determined by at least one laboratory documenting total cholesterol levels > 200 mg/dL or triglyceride levels > 150 mg/dL. While secondary CVD prevention was defined by the use of at least one of the following drugs: (a) angiotensin-converting enzyme inhibitors, (b) angiotensin II receptor inhibitors; in addition to a statin. Patients were excluded if they were pregnant, had a diagnosis of major depression, psychosis, dementia, or any other mental illnesses, or were evaluated in other institutions.

Screening study and data collection

Screening followed a two-phase strategy to gather data on medication adherence. First, patients were asked to self-complete a questionnaire consisted of the Morisky Medication-Taking Adherence Scale (MMAS-4)6 and questions regarding demographic and identification data including age, sex, education level, place of residence (rural or urban), and body mass index (according to anthropometric measurements of weight and height made during the consultation). MMAS-4 license was obtained. Instructions on its filling were provided by a trained medical undergraduate. After questionnaire completion, a directed interview was conducted by the cardiology attending physician or resident during the medical consultation to discern reasons for non-adherence. New York Heart Association (NYHA) functional classification was also determined at this point. Once the interview was completed, electronic medical records were reviewed to complete information on reperfusion therapy, along with the most recent laboratory findings. Patients were randomly selected before appointments from the attending physician’s agenda to address potential bias. Electronic medical records were reviewed afterward to validate inclusion criteria fulfillment. All data were recorded in pre-designed password-protected files for data management and analysis by a research team member.

Inadequate adherence cause

Patients’ reasons for inadequate adherence were classified into one or more of the following categories: economic (lack of financial resources that prevented medication purchase); forgetfulness (failure to remember medication taking); prescription loss (paper medical prescription misled); physician-related (inadequate information regarding treatment taking and importance); prescription misunderstanding (patient changed schedules, dosages, or medications); and patient preference (inadequate adherence was the result of their decision despite having knowledge of its importance and that the physician made an adequate explanation of their treatment).

Statistical analysis

A sample size of at least 940 patients was calculated based on an expected inadequate adherence level of 55% with a power of 80% and a two-tailed 5% significance level, considering a 20% anticipated patient dropout7. Enrollment concluded when the calculated sample size was reached. Categorical variables are expressed as frequency and percentages, whereas continuous variables are reported as mean and standard deviation, or median and quartiles 1 and 3 according to their distribution. Continuous variable distribution was determined using the Kolmogorov–Smirnov test. According to the results of the MMAS-4, patients were classified into two groups: adequate and inadequate adherence to treatment for statistical analysis. Bivariable analysis was initially performed using the Chi-squared test or Fisher’s exact test for categorical variables and Student’s t or Mann-Whitney U for continuous variables to generate unadjusted two-sided p-values. Multivariable analysis was then conducted using logistic regression, including all statistically significant variables obtained from the bivariate analysis. A two-tailed p < 0.05 was considered significant. The IBM-Statistical Package for the Social Sciences Statistics package version 25 was used for statistical analysis.

Results

General characteristics of study patients

A total of 991 patients were included with a median age of 65 (58,72) years old. Study participants were 76.1% male, and 26.7% lived in rural areas. As the highest level of education was completed, elementary school accounted for the most frequent in 36.2% of the participants. Of the total respondents, 79% had a diagnosis of IHD and dyslipidemia, 88.5% were in NYHA functional class I, and 56.6% were on optimal medical therapy after percutaneous coronary intervention (PCI). Inadequate adherence to treatment was reported by 70.3%, with forgetfulness as the most frequent cause mentioned in 55.4% of the cases. Complete general characteristics of study participants are summarized in table 1.

Table 1 General characteristics of study participants 

Characteristic Value (n = 991)
Demographic characteristics
Age (years) 65 (58.72)
Male (%) 754 (76.1)
Rural area 265 (26.7%)
BMI (kg/m2) 27,4 (24.8, 30.4)
Diabetes 418 (42%)
Serum levels, M (Q1, Q3)
Hemoglobin (gr/dL) 15.1 (13.9, 16.1)
Creatinine (mg/dL) 0.97 (0.83, 1.14)
Total cholesterol (mg/dL) 149 (124, 181)
Triglycerides (g/dL) 153 (112, 208)
HbA1c (%) 6.2 (5.8, 7.3)
Highest education level, n (%)
Illiteracy 66 (6.7)
Elementary school 359 (36.2)
Middle school 242 (24.4)
High school 143 (14.4)
College degree or higher 181 (18.3)
Diagnosis, n (%)
IHD 138 (13.9)
Dyslipidemia 70 (7.1)
Both 783 (79)
MMAS-4, n (%)
Good adherence 294 (29.7)
Moderate adherence 636 (64.2)
Poor adherence 61 (6.2)
Inadequate adherence 697 (70.3)
MMAS-4 survey number of positive responses, n (%)
0 294 (29.7)
1 457 (46.1)
2 179 (18.1)
3 42 (4.2)
4 19 (1.9)
Inadequate adherence cause, n (%)
Forgetfulness 549 (55.4)
Economical 175 (17.7)
Patient preference 137 (13.8)
Prescription loss 51 (5.1)
Prescription misunderstanding 23 (2.3)
Physician related 11 (1.1)
Therapy, n (%)
OMT without revascularization 324 (32.7)
PCI with OMT 560 (56.5)
CABG with OMT 107 (10.8)
NYHA classification, n (%)
Class I 877 (88.5)
Class II 108 (10.9)
Class III 5 (0.5)
Class IV 0 (0)

BMI: body mass index; CABG: coronary artery bypass graft surgery; HbA1c: glycated hemoglobin; IHD: ischemic heart disease; MMAS-4: Morisky Medication Adherence Scale; NYHA: New York Heart association; OMT: optimal medical therapy; PCI: percutaneous coronary intervention (use of the ©MMAS-4 is protected by US and international copyright laws. Permission for use is required. A licensure agreement is available from: Morisky Medication Adherence Research, LLC www.moriskyscale.com.

Comparison between patients with adequate and inadequate adherence

Bivariate analysis showed that patients with inadequate adherence were older (p = 0.010), a more extensive proportion lived in rural areas (p = 0.005), and had higher total cholesterol (p < 0.0001) and triglycerides levels (p = 0.003) compared with their adherent counterparts. Moreover, participants with a low educational level showed higher inadequate adherence patterns to treatment contrasted with those with high school or a college degree (p < 0.0001). Finally, patients on combined pharmacological therapy with coronary revascularization were more adherent than those on optimal medical therapy alone (p = 0.004). Likewise, a higher proportion of patients in the inadequate group were in NYHA classes II and III (p < 0.0001), as shown in table 2.

Table 2 Comparison between patients with adequate and inadequate adherence 

Variables Adequate adherence (n = 294) Inadequate adherence (n = 697) p
Demographic characteristics
Age (years) 63 (57, 70) 65 (58, 72) 0.010*
Male (%) 231 (78.6%) 523 (75%) 0.233
Rural area 61 (20.7%) 204 (29.3%) 0.006
BMI (Kg/m2) 27.6 (25, 30.4) 27.3 (24.8, 30.5) 0.806*
Serum levels, M (Q1, Q3)
Hemoglobin (gr/dL) 15.1 (13.9, 16.1) 15.1 (13.9, 16.1) 0.794*
Creatinine (mg/dL) 0.95 (0.82, 1.11) 0.97 (0.83, 1.14) 0.177*
Total cholesterol (mg/dL) 140 (121, 172) 154 (126, 186) < 0.0001*
Triglycerides (g/dL) 136.5 (104, 190.2) 156 (115.5, 213.5) 0.003*
HbA1c (%) 6 (5.7, 7.1) 6.2 (5.8, 7.4) 0.81*
Highest education level, n (%)
Illiteracy 10 (3.4%) 56 (8%) < 0.0001
Elementary school 83 (28.32) 276 (39.6%)
Middle school 59 (20.1%) 183 (26.3%)
High school 56 (19%) 87 (12.5%)
College degree or higher 86 (29.3%) 95 (13.6%)
Diagnosis, n (%)
IHD 44 (15%) 94 (13.5%) 0.671
Dyslipidemia 19 (6.5%) 51 (7.3%)
Both 231 (78.6%) 552 (79.2%)
Therapy, n (%)
OMT alone 76 (25.9%) 248 (35.6%) 0.004
PCI with OMT 184 (62.6%) 376 (53.9%)
CABG with OMT 34 (11.6%) 73 (10.5%)
NYHA classification, n (%)
Class I 275 (93.5%) 602 (86.4%) < 0.0001
Class II 18 (6.1%) 90 (12.9%)
Class III 0 (0%) 5 (0.7%)

Statistical tests used to assess the difference between subgroups:

*Mann-Whitney U test for numerical variables.

Chi-square test for categorical variables. BMI: body mass index; CABG: coronary artery bypass graft surgery; HbA1c: glycated hemoglobin; IHD: ischemic heart disease; NYHA: New York Heart Association; OMT: optimal medical therapy; PCI: percutaneous coronary intervention.

Key barriers and predictors for inadequate adherence to treatment

Forgetfulness, economic reasons, and patient preference are the leading causes for inadequate adherence among patients on secondary prevention therapy for CVD in this institution (p < 0.0001), as displayed in table 3. Furthermore, low educational level (OR 1.68, 95% CI 1.23-2.3, p = 0.001) and the use of optimal medical treatment alone (OR 1.52, 95% CI 1.11-2.07, p = 0.007) are correlated with inadequate adherence, performing as predictors for poor adherence as demonstrated in the multivariate analysis (Table 4).

Table 3 Determinants for inadequate adherence to treatment 

Variables Adequate adherence (n = 294) Inadequate adherence (n = 697) p
Inadequate adherence cause, n (%)
Forgetfulness 6 (2) 543 (77.9) < 0.0001
Economical 15 (5.1) 160 (23) < 0.0001
Patient preference 6 (2) 131 (18.8) < 0.0001
Prescription loss 10 (3.4) 41 (5.9) 0.106
Prescription misunderstanding 7 (2.4) 16 (2.3) 0.935
Physician related 1 (0.3) 10 (1.4) 0.133

Table 4 Predictors for inadequate adherence to treatment 

Variables OR (95% CI) Wald p
Age 1.01 (0.99-102) 2.27 0.132
Elementary school or less 1.68 (1.23-2.3) 10.8 0.001
OMT alone 1.52 (1.11-2.07) 7.16 0.007
Rural area 0.77 (0.55-1.09) 2.12 0.145

OMT: optimal medical therapy.

Discussion

The present study assessed the adherence level to secondary cardiovascular prevention therapy in a large public inner-city health center. Three significant conclusions were made from this analysis. First, < 30% of patients with IHD were entirely adherent to their prescribed secondary prevention medications at our institution. Second, when barriers to non-adherence were evaluated, 86.9% were due to patient-related factors, showing statistical significance. Third, individuals with less than a middle school education and those on optimal medical therapy (OMT) only had a higher inadequate adherence risk than those with higher educational attainment – regardless of socioeconomic status, age, occupation, or NYHA functional class. These findings should raise concern among clinicians as these patients are at higher risk of recurrent CVD, and related hospitalization and mortality8. Previous evidence has demonstrated that secondary preventive medication reduces CVD morbidity and mortality by over 40%. However, these benefits are hampered by inadequate adherence patterns, increasing annual health-care costs by up to 18%2.

When comparing our adherence level with studies carried out in other countries, there are significant discrepancies, especially those documented in high-income countries such as the United States, where adherence rates range between 50% and 87%9,10. However, suboptimal adherence complexity surpasses gross national income, as our prevalence rate was highly concordant with those previously reported in Taiwan11, a high-income country. These extensive dissimilarities seem to exhibit the underlying intricacy of the problem and why slight to no progress has been made in the last decades.

Non-adherence arises from the interplay between patient-related barriers and socioeconomic, health-care system, disease, and therapy-related factors12. Nonetheless, the most common motives for inadequate adherence in our study were patient-related, reflecting an insufficient understanding of the disease and poor decision-making among these patients. Thus, suboptimal health literacy may account for a substantial problem in our population, potentially explaining the low adequate adherence rate observed. Moreover, low health literacy has been associated with poor health outcomes, increasing health-care costs, and worsening quality of life, particularly in vulnerable populations13. Early decline and suboptimal adherence in such patients could be prevented by efficient communication to assess patients’ environment and psychosocial and cognitive status, along with patient education on disease aspects to clarify concerns and demystify medication impact on CVD14.

Among inadequate adherence factors, forgetfulness counted for the most prevalent cause, likely exposing underlying prescription complexities beyond medication-taking behavior, such as multi-drug regimens, different dosing times, blood pressure and glucose self-tracking, and lifestyle modifications. Polypill implementation could offer potential advantages over conventional pharmacotherapy as it provides an easy-to-remember monotherapy regimen. Multiple studies have reported the cost-effectiveness of a polypill strategy for secondary prevention of CVD, observing an increase in adherence rate, reduction in CVD burden15-17, and dose titration18. Nonetheless, their clinical employment in diverse populations might be limited by health-care systems and socioeconomic disparities across countries. Although some randomized clinical trials in developing countries16,19 and underserved populations in the United States15 demonstrated its cost-efficacy, drug prices need to be reduced to improve access, availability, and affordability in these countries20. This suggests that a polypill strategy might be challenging in low- and middle-income countries owing to higher out-of-pocket costs than conventional pills. Hence, limited access to care, medication costs, and low socioeconomic status might account for poor adherence in these countries, as observed in this study, where 24% of the patients reported drug discontinuation for economic motives. Moreover, although forgetfulness might play a role in some patients, underlying causes such as personal indifference to well-being, low self-esteem, suboptimal health literacy, age misconception, absence of family support, polypharmacy, and depression should also be considered as they may contribute to this phenomenon as well. The encouragement of higher patient-physician involvement could ameliorate these factors by reducing therapy misconceptions and decreasing patient misinterpretations about their condition, henceforth decreasing poor health literacy, and enhancing adherence.

The number of consultations and the level of care might also play a role in the adherence of these patients, as a higher rate has been observed in those with regular primary care physician control, reporting an adherence improvement in those receiving at least one visit in comparison to those without any consultation21. Moreover, patients under cardiology control had 9% higher odds of being more adherent in comparison with those under primary care management22. However, this finding seems to differ markedly from ours, as our institution is one of the highest accredited health-care organizations in Cardiology in Mexico. Nonetheless, it is worth mentioning that most of the patients do not have any further medical control and depend solely on their annual consultation at the institute. In this understanding, it could be hypothesized that the level of adherence to statins and renin-angiotensin-aldosterone system blockers, and potentially other medications, might be more severe in other country institutions.

Further analysis observed that a low school level and OMT without revascularization were independent predictors for non-adherence. In such patients, an invasive approach by revascularization or coronary artery bypass graft surgery may account for a proper adherence pattern, likely behaving as a placebo, as they might be more knowledgeable about their disease and non-adherence potential consequences as opposed to those under OMT alone. This discrepancy could be attributed to patient misconceptions of their condition and medication unawareness due to chronic diseases’ asymptomatic and slowly progressive nature and the lack of short-term clinical evidence of medication administration benefits. From this perspective, non-adherence may arise from ineffective implementation tools of intensive pharmacologic and lifestyle intervention, disclosing current approach failure and the need for strategies reassessment to impel more valuable and efficient enforcement methods13,15.

Although multiple trials have been conducted to compare the effectiveness of OMT with and without PCI on cardiovascular mortality, non-fatal MI, and all-cause mortality reduction, none has shown a difference between groups. In contrast with these conclusions, observational studies have reported lower mortality and cardiac deaths in the PCI arm23. This disagreement could be attributed to the closed control observed in randomized clinical trials, potentially conferring a predictive model with ideal characteristics which might not represent a real-world setting. Therefore, when superimposed these observations with our findings, it could be hypothesized that observational studies demonstrated better outcomes with invasive strategies by better reflecting real-world variabilities such as medication adherence. Henceforth for the OMT to achieve the results observed in clinical trials, it might be necessary to generate effective patient-based adherence strategies.

On the other hand, low school level was the most important predictor for non-adherence. The odds of non-adherence were 2.37 times higher in those patients with elementary school or less, finding similar results to those previously documented in a former study24. This finding could potentially explain adherence rate discrepancies observed in high-income countries, and it could be extrapolated to other low- and middle-income countries as well, reflecting the complex interrelation of economic burden and medication-taking behavior. Hence, medication non-adherence may compel all institutions to develop population-based adherence instruments to address the problem in an integral manner since the spectrum of adherence seems to overcome cultural and ethnic barriers. Besides, adherence might differ among institutions. Measuring adherence data as a quantitative analysis could probably be of limited value. A new method should be implemented to measure this complex parameter, in which screening tools could be used to identify high-risk persons based on all five non-adherence-related factors and clinical prediction algorithms.

In this area of high unmet medical need, these findings should raise concern among physicians as non-adherence can lead to suboptimal risk reduction in high-risk populations, negatively impacting not only patients’ quality of life and survival rate but also increasing direct and indirect health-care system costs. Consistently, these findings could provide incremental value to promote interdisciplinary units and develop patient-centered health policies to improve patients’ quality of life and survival rate.

In conclusion, in patients with IHD and pharmacological therapy for secondary prevention, inadequate adherence is observed in 70%. The factors associated with poor pharmacological adherence were low educational level and the prescription of medical treatment without revascularization. Our study is one of the first to evaluate this problem in the Mexican population and includes a representative population. These results should generate concern in health systems, emphasizing the need to develop strategies to solve this problem.

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FundingNone.

Ethical considerations

Protection of humans and animals. The authors declare that no experiments involving humans or animals were conducted for this research.

Confidentiality, informed consent, and ethical approval. The authors have followed their institution’s confidentiality protocols, obtained informed consent from patients, and received approval from the Ethics Committee. The SAGER guidelines were followed according to the nature of the study.

Declaration on the use of artificial intelligence. The authors declare that no generative artificial intelligence was used in the writing of this manuscript.

Received: February 11, 2024; Accepted: July 22, 2024

* Correspondence: Enrique A. Berríos-Bárcenas E-mail: enrique.berrios@cardiologia.org

Conflicts of interest

None.

Creative Commons License Instituto Nacional de Cardiología Ignacio Chávez. Published by Permanyer. This is an open ccess article under the CC BY-NC-ND license