1. Introduction
Pain is a stressor that signals immediate danger or
threat to our physical and mental functionality [1,2].
In contrast to acute pain, which plays a protective role, chronic pain has a destructive
role and profoundly impacts various aspects of an individual's life and society
[3,4]. For this reason, in recent years,
researchers have focused their interest on finding ways to manage the factors
involved in the development and maintenance of chronic pain [4–6].
The experience of pain is formed under the
influence of three interconnected and interdependent aspects—sensory,
emotional, and cognitive [7]. Cognitive
processes in assessing the pain situation determine the individual's emotional
response. Usually, pain is associated with negative emotions such as fear,
depression, and anxiety, driven by sensory aspects (nociception) [8]. These form the basis of suffering during pain,
prompting individual’s to seek help [9]. Therefore,
a person's ability to effectively regulate their emotions provoked by acute
pain determines the extent of their suffering and pain resilience [10].
Perceiving acute pain as a threat (catastrophizing
pain) provokes fear and anxiety, which are significant predictors for increased
pain intensity and future disability in patients [11,12].
In most theoretical models of maladaptive behaviors in chronic pain, anxiety is
a major mediator in cognitive constructs such as catastrophizing,
hypervigilance, and avoidance of situations that could provoke pain [13,14]. The reinforcement of these behaviors over
time is associated with prolonged psychological stress, which becomes a
prerequisite to the development of depression, further amplifying the intensity
of pain and the suffering of the patient. Breaking this vicious cycle is a
cornerstone in pain management [15].
The depressive episode is a common comorbidity in
chronic pain, characterized by the presence of anxiety symptoms that can
sometimes escalate to a level of agitation (agitated depression). Even mild
symptoms of anxiety affect the depressive episode negatively and determine its
more severe course [16,17]. This clinical
picture indirectly demonstrates that stress is a fundamental link between pain
and depression [18]. According to Woo et al.
(2010), depression and pain should not be considered as separate dimensions due
to their interactive nature. We would add a third dimension – anxiety, as it
participates in every moment of pain, and its severity determines the evolution
of pain [16].
Although depression is often perceived as a normal
reaction to prolonged and debilitating pain, its underestimation carries risks
of future disability and auto-aggression [19,20].
Therefore, when evaluating patients with chronic pain, it is important to
examine not only the physical characteristics of pain, but also the emotional
ones – depression and anxiety – as they are interdependent variables of a
common phenomenon. A thorough study of the relationships between the sensory
and affective aspects of pain would contribute to the search for effective
approaches to manipulate them in the management of chronic pain. The aim of the
study is to determine whether there are correlations between depression,
anxiety (state and trait) and pain intensity in patients with chronic pain and
whether these interrelationships change with the addition of a depressive
episode.
2. Materials and Methods
We conducted a phase study, that proceeded in two
stages, during which data were collected using quantitative methods for
assessing patients with chronic pain, both with and without depressive episode.
2.1. Participants
The aim of the study was to recruit 120 patients
with chronic non-malignant pain using a random sampling method. The research
was conducted for a period of one year (from August 2019 to July 2020). The
participants were hospitalized patients undergoing treatment for chronic pain
in the clinics of neurology, rheumatology and psychiatry at UMBAL „St. Marina”
– Varna, Bulgaria. Two groups of patients between the ages of 24 and 75 were
included. The selection of participants was carried out according to the established
inclusion and exclusion criteria of the study. The inclusion criteria were: 1)
patients with chronic non-malignant pain and depression with a duration of pain
symptoms longer than three months and diagnosed with a depressive episode
according to the International classification of diseases tenth revision
(ICD-10) criteria; 2) patients with chronic non-malignant pain without clinical
data of depressive episode; and 3) signed informed consent for participation in
the study by the patient. All patients under the age of 18 and over 75,
pregnant women, patients with chronic malignant pain and patients who did not
sign an informed consent were excluded from the study.
All participants were previously informed about the
study procedures and signed an informed consent. The study was approved by the
Research Ethics Committee at the Medical University „Prof. Dr. Paraskev
Stoyanov“ – Varna, with Protocol/Decision № 85/26.07.2019.
2.2. Data Collection Methods
Several data collection methods were selected to
fulfill the research objectives. A working card was developed to collect: 1)
the demographic characteristics of the participants; 2) localization and
diagnostic category of chronic pain and the ongoing pain treatment; 3) data on
psychiatric comorbidity – diagnostic category, duration of illness and
treatment. The following tools were selected for the evaluation of the sensory
and affective aspects of pain: Hamilton Depression Rating Scale (HAM-D-17),
Spielberger‘s State – Trait Anxiety Inventory (STAI) and Visual analog pain
scale (VAS).
HAM-D-17 was used for assessing the symptoms of
depression. Nine of the symptoms (depressive mood, feelings of guilt,
suicidality, retardation in daily activity and work activity, agitation,
psychic anxiety, somatic anxiety, hypochondriacs) were estimated from 0 to 4.
The other eight symptoms (sleep disturbances, disturbances of sleep duration,
early awakening, gastrointestinal somatic symptoms, genital symptoms, general
somatic symptoms, weight loss, awareness of disease) – from 0 to 2. The total
score of the 17 items (range 0-52) reflects the severity of depression (0 to 7
– absence of depression; 8 to 16 – mild depression; 17 to 23 – moderate
depression and over 24 – severe depression) [21].
STAI was applied for the evaluation of anxiety. We
used an adapted form for Bulgarian conditions by D. Shtetinski and I.
Paspalanov. The questionnaire consists of two self-assessment scales, each of
which contains 20 statements. The Scale (S) for state anxiety (STAI – form Y1)
evaluates the emotional state and the reactions that arise in the individual
when perceiving a given situation as threatening, regardless of objective
reality like bad presentiments, a sense of danger, tension, nervousness and anxiety.
The Scale (T) for assessment of anxiety as a personal predisposition (STAI –
form Y2) evaluates how the person surveyed „feels overall.” The subjects
evaluate these statements by describing the intensity of their feelings on a
scale from 1 to 4 (likert scale). The total score for the both scales varies
from 20 to 80, where a score of up to 30 is considered for mild, 31 to 44 –
moderate, and over 45 as severe state or trait anxiety [22].
VAS is a 10-centimeter horizontal line with an
outline only at the beginning and at the end of the scale. At the beginning of
the scale there is no pain, and at the end – the strongest pain a person can
imagine. The participants mark their pain sensation, and the investigator
measures the distance from the beginning of the scale in centimeters or
millimeters. Thus, a digital expression of the intensity of pain is given. When
determining the degree of pain intensity, we use the following gradation: 0 - 0.4
cm - no pain, 0.5 - 4.4 cm - mild pain; 4.5 - 7.4 cm – moderate and 7.5 - 10 cm – severe pain [23].
2.3. Organization of the Study
The sample of 120 patients was divided into two
groups according to the presence of a depressive episode. The mental state of
the participants was assessed according to the ICD-10 criteria for a depressive
episode. During the first stage, all participants were examined using the
following methods: 1) filling in the work card; 2) HAM-D-17 to assess
depression severity; 3) Scale (S) for assessing state anxiety (STAI - form Y1)
and scale (T) for assessing trait anxiety (STAI - form Y2) from the Spielberger
questionnaire and 4) VAS for assessing pain intensity.
The second stage of the study was conducted three
months after the first. Both groups of patients were examined with the same
quantitative methods, except for the Spielberger’s scale (T) because we assume
that anxiety as a personality trait (trait anxiety) does not change during time
and remains constant characteristic.
2.4. Data Analysis
Statistical analysis was performed using SPSS
software, version 22.0. The results were obtained through three analyses: 1)
descriptive statistics; 2) correlation analysis – to search for correlations
between the studied indicators in the two stages of the study; and 3) T – test
(Student’s T-test) to determine differences in the mean values between
indicators in different measurements.
3. Results
3.1. Demographic and Clinical Characteristics
We studied 120 patients with chronic pain with a
minimum age of 24 years and a maximum age of 76 years. The mean age of the
participants was 51.90± 11.94. The gender distribution was uneven – the share
of women surveyed was 81.7% (n=98), and that of men – 18.3% (n=22).
Depending on the presence of clinically manifest
symptoms of depression according to the criteria for a depressive episode of
the ICD-10, the total sample was divided into two groups: 1) a group of 59
patients with chronic pain and no clinical data of a depressive episode and 2)
a group of 61 patients with chronic pain and symptoms within a depressive
episode. Both groups included patients with chronic pain of different origins:
chronic headache, chronic neuropathic pain, chronic visceral pain, chronic musculoskeletal
pain, chronic postoperative pain, chronic posttraumatic pain, and dysfunctional
pain. The studied groups were distinguished by a different distribution in
terms of the number of localizations and the number of diagnostic categories of
chronic pain. The proportion of patients with more than one diagnostic category
was greater in the group with depression (47.5%) than in the group without
depression (18.6%) (
Figure 1).
The group distribution according to the number of
pain localizations showed that the proportion of patients with depression with
only one localization (49,2%) was greater compared to those without depression
(29,5%) (
Figure 2).
The results of the distribution of the group with
depression at the first stage according to antidepressant treatment showed that
73.78% (n=45) of them were on maintenance treatment, 18.03% (n=11) had
discontinued treatment for any reason, and 8.19% (n=5) never took
antidepressants. Within the study, all patients conducted maintenance treatment
with antidepressants.
The mean values of the studied indicators –
severity of depression (D), state anxiety (SA), trait anxiety (TA) and pain
intensity (PI) are represented in
Table 1.
The frequency distributions on the main scales were close to normal. In the
group with depression, there was a reduction in the mean values of all
indicators of the second stage of the study, the most pronounced being in the
indicator severity of depression (stage I: 16.15±5.87 – moderate; Stage II:
13,36±6,96 – mild). This group was characterized by high degrees of trait
(49.23±11.39) and state anxiety (50.15±13.90), the latter remaining high at the
second stage of the study (49.23±16.03). The pain intensity was moderate for
both stages of the study (stage I: 5.77±2.73; stage II: 5,26±2,58). The group
without depression had mild pain intensity and moderate degree of state and
trait anxiety at both stages. At the second stage, an increase in the severity
of depression and a decrease of the pain intensity were reported (Table 1).
3.2. Reliability of the Scales Used in the Study
The reliability factor Cronbach's alpha was calculated.
The coefficient was not calculated for HAM-D-17 as it does not imply a normal
distribution. It is clear from
Table 2
that the scales used during the two stages of the study had a high reliability
coefficient.
3.3. T-Test
In order to search for significant differences
between the pairs of indicators at the two stages of the study, a T-test
analysis was performed by groups. The indicator trait anxiety was not included
in the analysis, because it was examined only during the first stage. The
difference was significant only in the pair of indicators severity of
depression (t=3,323, p=,002) for the group with depression. For the group
without depression, the difference was significant only in the pair of
indicators of pain intensity (t=2,174, p=,034) (
Table 3).
3.4. Correlation Analysis
For the first stage of the study, the indicators are insignificantly related to each other in the group without depression (
Table 4). This tendency was preserved for the second stage of the study, except for the identified correlation between the severity of depression and the degree of state anxiety (
Table 5).
The correlation analysis of the scales in the group with depression differed significantly from that of the group without depression. There were significant correlations between all indicators (p < 0.01) at the first stage of the study. The highest was the correlation between depression severity (D) and pain intensity (PI), followed by the correlations between state (SA) and trait (TA) anxiety, between pain intensity (PI) and state anxiety (SA), between depression severity (D) and trait anxiety (TA), between depression severity (D) and state anxiety (SA) (
Table 6).
The analysis for the second stage of the study again showed significant correlations between all indicators, of which the highest was between depression severity and state anxiety, followed by that between depression severity and pain intensity and between pain intensity and state anxiety (
Table 7).
4. Discussion
4.1. Interrelations between Sensory and Affective Aspects of Pain
The age and gender distribution in the study sample of patients with chronic pain was uneven. The majority of them were between 45 and 66 years old, with the predominant share of women. Our results correspond with the literature data according to which the prevalence of chronic pain is greatest among the adult population after 40 years of age [
24]. Women report more severe pain, a higher number of pain conditions and depression, than men [
25].
The results of the study showed the presence of undiagnosed patients with a depressive episode, as well as those who discontinued their antidepressant therapy. Similar results were found in other authors' studies, which reveals the need for systematic monitoring of the mental state and treatment of patients with chronic pain [
26]. The group was distinguished by a high degree of state and trait anxiety, moderate severity of the depressive episode, and moderate pain intensity. After three months of treatment with antidepressants, the mean values of all indicators were reduced in the second stage, but this reduction was statistically significant only for the severity of depression.
In the group without depression, patients had moderate mean values of state and trait anxiety at both stages. At the second stage, the mean values of the indicators of severity of depression and pain intensity changed, but statistically significant was the reduction in pain intensity. This proved the effectiveness of the pain treatment.
The results revealed that anxiety symptoms accompanied both groups of patients. Tension, anxiety, and premonitions of impending danger were found to occur more frequently in patients with chronic pain and depression than without depression [
27,
28]. Some authors accept state anxiety as a prognostic factor in pain manifestation and related disability [
29,
30]. High trait anxiety was defined as a nonspecific measure of the development of negative affectivity (depressive and anxiety symptoms) [
31]. Other authors associate high trait anxiety with more intense symptoms of anxiety and pain. They proved that degrees of state and trait anxiety have a cumulative effect on the subjective sensation of pain [
32].
Trait anxiety is defined as the stable tendency to perceive a wide range of situations as dangerous or threatening, which provokes the manifestation of negative emotions (fears, worries and anxiety). It is part of the personality bipolar dimension neuroticism versus emotional stability and is associated with a tendency to worry about health and often complaint somatic symptoms. The greatest influence on the degree of state anxiety is the less real danger associated with the situation, but the way one perceives the situation [
22]. Results from a study by S. Kadimpati et al. (2015) revealed that neuroticism as a personality trait was independently associated with pain-related anxiety and catastrophizing [
33]. A tendency to catastrophize pain has been thought to influence the increase of state anxiety and lower pain tolerance [
34]. These data reveal the need for more evidence for the prognostic role of high trait anxiety in the manifestation of depression in patients with chronic pain.
Interrelations between the sensory and affective components of pain were established by correlation analysis. The correlation only showed that variations in one variable were accompanied by variations in another. The analysis of the studied indicators in the group without depression showed non-significant relationships at the both stages of the study. In other words, single depressive symptoms that did not reach the degree of depressive episode did not show relationships with mild intensity of pain and with moderate anxiety. The correlation analysis of the studied indicators showed significant correlations between all indicators during the two stages of the study i.e. the presence of a depressive episode changed the relationships between the indicators. For example, Rogers et al. (2015) also found correlations between the three indicators, but found the link between pain and depression was unique [
35]. A meta-analysis of studies of patients with chronic osteoarthritis pain sharing symptoms of depression and anxiety demonstrated a significant correlation between pain and severity of depression and anxiety [
36]. Different results are presented by other authors who found that changes in the level of anxiety or depression had a low to moderate impact on pain reduction. They examined a sample of patients with fibromyalgia treated with pregabalin alone. They link reduced pain mostly to the direct effect of treatment, rather than an indirect effect mediated by improving symptoms of anxiety or depression [
37]. Given that fibromyalgia is often accompanied by a depressive episode, the reduction of pain intensity would not be a sufficient factor to reduce depression, but a treatment aimed at it [
38]. Correlations with different measures and polarity were found by Linton and Götestam (1985). They examined psychological factors (anxiety and depression) and objective characteristics of pain for each of the 16 patients in the study, suggesting that the relationship between these variables may not be as strong [
39]. This indicates a high degree of individual variability in correlations for each patient, emphasizing the need for a tailored approach in managing depression, anxiety, and pain intensity factors.
Our results demonstrate the applicability of the scales used to monitor sensory and affective aspects of pain in comorbid patients with chronic pain and depressive episode. The HAM–D–17 scale is a tool for assessing the severity of depression in patients with a depressive episode. The results showed that in the group without a depressive episode there were patients with single depressive symptoms (score between 1 to 6), whose expression did not reach the degree of a mild episode. The presence of subthreshold symptoms of depression could not be assessed with the chosen scale, which may be the reason for a lack of correlations with the other indicators. Subthreshold symptoms alone represent a risk for a depressive episode [
40,
41]. Therefore, it is necessary to apply screening tools to search for depressive symptoms with a high degree of sensitivity, including subthreshold ones. Their research and analysis are part of the assessment of suicidal risk, which depends more on psychosocial factors than physical aspects of pain [
42].
4.2. Scientific Relevance
Our research is further evidence of the strong interrelationships between affective and sensory aspects of pain in patients with chronic pain and depression. It also reveals the need to actively search for symptoms of depression given the high suicidal risk in these patients. It presents perspectives in the following directions 1) to seek correlations between subthreshold levels of depression and pain intensity; 2) to investigate the influence of high trait anxiety on the evolution of acute pain into chronic pain and 3) to investigate the specific correlations between affective and sensory aspects of pain in different diagnostic categories of chronic pain. This data can be beneficial for the effective management of chronic pain.
4.3. Limitations
This study has several shortcomings. The sample size was not large enough to form more groups of patients with similar clinical characteristics of chronic pain. The etiopathogenesis of different categories of chronic pain are differentially related to depression. We suggest that for the different diagnostic categories of chronic pain, differences in the correlations between the affective and sensory aspects of pain would also be found. The social factors (support, working environment, employment, etc.) and the occurrence of another additional stressor between the two stages of the study, which would have an impact on the mental state of the patients and respectively on the pain. Another limitation concerns the time frame of the study, which applies to both stages and does not apply beyond the specific moment of the study.
5. Conclusions
The interrelationships between sensory and affective aspects of pain are stronger when a depressive episode occurs. The strength in correlations depend on the change in the severity of the depressive episode, which also determines their dynamics. Further research is required to understand the role of subthreshold depressive symptoms in predicting the prognosis of patients with chronic pain. In-depth study of the correlations between the sensory and affective aspects of pain and their dynamics may provide clues on how to reduce the burden of the chronic pain patient.
Institutional Review Board Statement
The study was conducted in accordance with the Declaration of Helsinki and approved by the Research Ethics Committee at the Medical University „Prof. Dr. Paraskev Stoyanov“ – Varna, with Protocol/Decision № 85/26.07.2019.
Informed Consent Statement
Informed consent was obtained from all subjects involved in the study. Written informed consent has been obtained from the patients to publish this paper.
Data Availability Statement
The data are not publicly available due to their private nature, and our ethical approval prevents us from sharing data beyond named collaborators. Further inquiries can be directed to the author.
Conflicts of Interest
The authors declare no conflict of interest.
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