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National Health Insurance
Demographic, Epidemiological and Health Transitions

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The longer the period of costing and modelling into the future, the more we need to consider the broad changes happening in society and their impact on healthcare costs. The material in this and the following two sections is intended to give an introduction to the themes in the literature on these issues and the specific issues in South Africa.

A framework for understanding future health change is provided by Steyn and Schneider who reviewed literature on the demographic, epidemiological and health transitions. The reader is referred to the original article for the references citied. These transitions have important lessons for South Africa and the modelling of a future National Health Insurance system.

“In the health transition model, (citing Omran), factors such as income, education and employment status and occupation, ... shape the age and sex patterns of populations through their impact on fertility and mortality.” “The epidemiological transition together with the demographic transition has become known as the health transition (citing Mosley)”

“In populations undergoing demographic transition there is generally a decline in mortality, followed by a decrease in fertility, resulting from improved socio-economic conditions. The changing age structure of the population and the corresponding cause of death patterns during the demographic transition, are largely a function of the fertility decline. As fertility declines and the population ages, there (are relatively more) adults, i.e. persons born under conditions of high fertility and hence relatively more people exposed to cardiovascular problems and cancers. In addition, with industrialisation and urbanisation a decline occurs mainly in the mortality due to infectious diseases among the younger age groups.”

“There is a consequent shift in the mortality profile towards chronic diseases, comprising the epidemiological transition. Omran ...  (suggested) a set sequence of events starting with a preponderance of infectious diseases, followed by an era when chronic diseases predominated. Communities adopting unhealthy lifestyles, which include, smoking tobacco products, being physically inactive and consuming a typical westernised diet over time leads to the emergence of the chronic diseases. This results in high levels of obesity, hypertension, diabetes and hyperlipidaemia in communities.”

An example of the epidemiological transition for cardiovascular diseases is quoted in the Western Cape Burden of Disease project. “The cardiovascular transition is described by Yusuf et al as having 5 stages” as reproduced below.

The cardiovascular transition is described by Yusuf et al as having 5 stages”

“As populations move from conditions of under-development towards industrialised societies, the cardiovascular disease profile changes from one related to infections and under-nutrition. In the second stage, hypertensive heart disease and haemorrhagic stroke predominate. This is followed by the stage of increasing obesity, diabetes, all forms of stroke and IHD affecting young ages. The fourth stage is indicated by a shift in the IHD and stroke mortality to older ages, and is the current experience of many Western countries. Yusuf et al have added the final stage based on the experience in parts of Eastern Europe with the re-emergence of conditions related to infections and alcohol.”

Steyn and Schneider say “It was anticipated that this increase in chronic diseases would occur in poor countries undergoing industrialisation, development and adoption of typical westernised lifestyles. Initially the chronic diseases emerged in the wealthier sector of society, however, in the last quarter of the 20th century these conditions occurred more frequently in the poor, than in the wealthy, typically westernised, industrialised countries. In wealthier countries, chronic diseases are ameliorated through healthier eating and smoking patterns that arise from education (citing several sources)”

“On the basis of observations from some large middle-income populations (citing Frenk) proposed modifications to Omran’s theory with the protracted-polarised model of epidemiological transition. This model is characterized by the coexistence of infectious and chronic diseases in the same population persisting for a long time. In the protracted model more affluent sections of the population would have completed the transition, while economically disadvantaged groups continue to suffer from pre-transitional pathologies. A feature of the protracted-polarised model is the juxtaposition of a developed and an underdeveloped sector of the population. The model has its roots in inequality and the emerging health patterns further aggravate this.”

“A consequence of the protracted-polarised model in developing countries with limited resources is the enormous burden placed on the health services to cater for multiple burdens of diseases. In this situation it is clear that the chronic diseases are less likely to be adequately provided for when competing with the more acute and urgent conditions such as patients with trauma or those severely ill with active infections. Chronic diseases lack urgency at every level of resource allocation and consequently, unless a health service has a scientifically based process of priority setting to ensure appropriate resource allocation, chronic diseases seldom receive the resource allocations required for prevention and cost-effective care.”

“Furthermore, health services in poorer countries are largely based on a model for treating acute illness. Such a model, particularly in public sector clinics catering for the poor, rarely provides for the appropriate health promotion initiatives or educational needs of patients with chronic disease. For example, the logistics of dispensing long-term medication for chronic diseases is seldom organised so that patients can obtain repeat prescriptions in an efficient way.”

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