Abstract
Purpose
Exercise has been shown to improve the health and well-being of people who have survived cancer. Yet, less than 40% of cancer survivors in Australia meet the recommended 150 min of moderate-intensity physical activity per week. Our objective was to systematically review the literature regarding barriers, facilitators and preferences for exercise for survivors of cancer.
Method
MEDLINE, EMBASE, CINAHL, PsycINFO and Scopus were searched for qualitative and quantitative articles addressing barriers, facilitators and preferences for exercise in cancer survivors. Quality assessment was performed by two independent reviewers using the Mixed Methods Appraisal Tool. Thomas and Harden’s method of thematic synthesis was used to amalgamate qualitative data while descriptive statistics were used to collate quantitative data.
Results
Nineteen studies were included (9 qualitative and 10 quantitative). Persisting treatment-related side effects was the most commonly reported barrier to initiating or maintaining exercise, followed by lack of time and fatigue. The most common facilitators of exercise were gaining a feeling of control over their health as well as managing emotions and mental well-being, while the preferred method of exercise was walking. We also identified a lack of useful information provided to survivors regarding exercise.
Conclusion
Treatment-related side effects, lack of time and fatigue were key barriers to exercise for survivors of varied cancer types. Insufficient patient education may contribute to the belief that exercise is not helpful when experiencing side effects of treatment, including fatigue. Identifying barriers and facilitators leads to improved support and education from health professionals which is required to provide safe and effective exercise recommendations for survivors.
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Improvements in detection and treatment of cancer, combined with the ageing of the population have contributed to the growing number of cancer survivors [1, 2]. Those who survive their cancer experience a range of adverse effects from the cancer and its treatment, including fatigue, disrupted sleep, neuropathy, chronic pain, loss of physical function, impaired cognition, depression and anxiety, and decreased quality of life [3,4,5]. Loss of lean muscle mass accompanied by a decrease in muscle strength and endurance also impacts heavily on the physical functioning of cancer patients and survivors [6].
A meta-analysis of 14 studies, including 1047 participants (intervention n = 522; control n = 525) and conducted in 2016, found that strength exercises were effective in improving lower limb muscle strength and function, as well as preventing the loss of lean body mass in patients undergoing chemotherapy [7]. Similarly, a meta-analysis of 34 studies with a total of 641 participants investigated the effect of aerobic, resistance and combination exercise interventions on objective measures of physical function in cancer survivors [8]. They reported significant improvements in peak oxygen consumption, peak power output, 6-min walk distance, bench press weight, leg press weight and right handgrip strength as well as the physical and social functioning domains of quality of life. Additional studies also suggest that higher levels of physical activity are associated with decreased all-cause mortality as well as cancer-specific mortality in breast, colorectal, prostate, lung and ovarian cancer survivors [9,10,11,12]. A review of 71 prospective cohort studies showed a minimum of 2.5 h per week of moderate-intensity physical activity led to a significant decrease in cancer mortality (13%), while high-intensity physical activity had a 27% reduction [13]. Furthermore, a recent systematic review found that 17 out of the 30 reviewed studies reported a significantly lower risk of cancer-specific mortality with higher exercise levels as well a significantly lower risk of all-cause mortality among patients with higher exercise levels [14].
Despite the robust evidence of the positive effects of exercise for cancer survivors, most cancer survivors are not meeting the recommended physical activity guidelines of 150 min per week of moderate-to-vigorous aerobic physical activity, as well as 2–3 strength training sessions per week [15,16,17]. While this may be comparable to the general population [16, 18], cancer survivors have an increased need for the beneficial effects of exercise given the increased comorbidities experienced in this population [14].
While exercise is highly beneficial, cancer survivors face a range of factors that may impede or facilitate their participation in physical activity. Identifying key barriers to exercise may help clinicians overcome these issues by providing support and education, as well as access to reliable sources of information. A diverse body of literature exists, providing both qualitative and quantitative data which identifies barriers and facilitators of exercise for cancer survivors. However, to this point no studies have integrated this information. The aim of this paper is to systematically review the qualitative and quantitative literature regarding barriers and facilitators for exercise experienced by cancer survivors. The secondary aim is to review the exercise preferences of cancer survivors.
Methods
Search strategy
We registered with PROSPERO (Registration number 2016: CRD42016036620) in March 2016 after the completion of the literature search and prior to the selection of articles for extraction of data. The systematic literature search was conducted using five databases (MEDLINE/Pubmed, EMBASE, CINAHL Scopus and PsycInfo) for appropriate papers until February 2016. A professional scientific librarian helped with the development of the search terms which included (neoplasm OR cancer OR malignancy) AND (exercise OR physical activity OR exercise therapy OR motor function OR kinesiotherapy) AND (survivor OR survivors OR survivorship).
Inclusion and exclusion criteria
Peer-reviewed papers published between the 1 January 2000 and February 2016 were included in this search. Studies containing qualitative or quantitative data pertaining to barriers or facilitators of exercise initiation in people who had undergone treatment for cancer were included. Barriers to exercise are described as patient-reported reasons for not exercising or adhering to an exercise intervention, while facilitators of exercise are reasons described by survivors which motivate them to initiate exercise or adhere to an exercise program. This may include their beliefs surrounding the risks and benefits of exercise. Papers were excluded if they did not meet the primary research objective, that is that review of the content did not identify any data pertaining to barriers and/or facilitators of exercise in cancer survivors. Articles were not excluded if the data presented supporting the absence of effect or even a negative effect of the exercise program on the primary outcomes presented in these articles. Qualitative studies were included if they reported on barriers or facilitators of exercise using open discussion, focus groups and semi-structured interviews. Articles were excluded if the participant cohort was outside of 18–80-year age range, if participants had metastatic disease or were still undergoing treatment. Participants undergoing adjuvant hormone therapy were not excluded. Studies including participants with metastatic disease were excluded unless they had performed a sub-analysis of patients who had completed treatment or were considered ‘cancer-free’. Adult survivors of childhood cancer were included if they were at least 5 years post cancer treatment.
Selection procedure
All titles were initially screened (BC), removing duplicate references, conference abstracts and unpublished dissertations. All titles were then screened by two independent reviewers (DM; CXS). Any discrepancies were discussed and resolved with a third reviewer (BB). The same screening process was repeated for abstract and full text screening.
Quality assessment (risk of bias)
Study quality was assessed using the Mixed Methods Appraisal Tool (MMAT-Version 11). This tool was developed for the appraisal of methodological quality of qualitative, quantitative and mixed methods studies [19,20,21]. The tool has been used for quality assessment in similar mixed method systematic reviews [22, 23]. Each study included in the quality assessment was evaluated by two independent reviewers (DM; CXS) with any discrepancies mediated by a third reviewer (BC). Each study was assigned a score based on the number of criteria met (25%—one criteria met; 100%—all criteria met). Studies were excluded from the review if they scored less than 75% for quality, meaning that they fulfilled a maximum of only two of four criteria. Low scores on the MMAT have been used previously as a basis for excluding low quality studies [21].
Data extraction
Initial extraction of data relating to demographics and study design was consistent across qualitative and quantitative papers. A data extraction form was created and used to gather demographic and study design information from all papers. Thomas and Harden’s thematic synthesis was used to categorise barriers and facilitators into themes across qualitative studies [24]. The frequency of barriers, facilitators and preferences in quantitative studies were then tallied. Barriers, facilitators and preferences from qualitative and quantitative studies were integrated by combining similar themes.
A weighted sum was calculated to permit a synthesis of barriers, facilitators and preferences identified across studies. Following the categorisation of barriers, facilitators and preferences across included studies, each of these factors was assigned a weighting according to its identified importance. A three-point scale was developed and applied to the data of each study. Factors that were most frequently reported, or were identified as most pertinent by the study authors, were assigned a score of 3; those factors that were of moderate frequency or pertinence were assigned a score of 2, and those with the lowest frequency of reporting or emphasis of pertinence were assigned a score of 1. If a barrier, facilitator or preference was not reported, it was assigned a score of 0. A default score of 2 was assigned for barriers, facilitators or preferences that were not able to be rated, but were reported. Total scores were summed to determine the overall importance of any one barrier, facilitator or preference across all included studies.
In quantitative studies, if a given barrier, facilitator or preference had been reported by a large proportion of participants (> 50%), or was rated as being of high importance, it would be assigned a score of 3. If it had only been reported by a small proportion of participants (< 25%), it was assigned a 1. In qualitative studies, if a given barrier, facilitator or preference had been deemed to be of high importance by the study authors then it was assigned a 3 and if it had been deemed to be of negligible importance it was assigned a 1. Three independent reviewers (BC; DM; CXS) assigned scores to each of the barriers, facilitators and preferences encountered throughout all included studies. As seen in Fig. 2, the scale represents the highest possible score that could be obtained by each barrier if it was reported in every publication and considered of high importance (barriers to exercise = maximum score of 60; facilitators of exercise = maximum score of 30). An inter-rater reliability к of 0.84 for quantitative studies and 0.85 for qualitative studies was calculated, suggesting a high level of agreement among reviewers [25]. Any discrepancies were resolved by a fourth reviewer (BB).
Results
Search results and overview of studies included
The initial search yielded 5438 articles (Fig. 1). Based on the inclusion/exclusion criteria, 4723 articles were removed. Seven hundred fifteen were read in full, with 673 removed due to not distinguishing between survivors being on and off treatment, having participants < 18 years of age, or the paper not meeting the primary research objective (i.e. not recording any data pertaining to barriers and/or facilitators of exercise in cancer survivors). The 42 remaining articles underwent quality assessment with the MMAT. Twenty-three were removed due to inadequate quality (MMAT < 75%), and 19 studies were included in this systematic review (a summary of study quality for all 42 studies can be found in supplementary materials).
Eleven quantitative and nine qualitative studies, published between January 2005 and February 2016, were included and study characteristics can be found in Tables 1 and 2. Seven studies were conducted in survivors of breast cancer, five in prostate cancer, three in colorectal cancer, and four studies conducted in a mixed population with a representative spread of other common cancers. While all participants had completed treatment, the range in time from treatment was broad, ranging from 3 weeks after treatment completion to over 6 years post treatment.
Barriers and facilitators of exercise
The reported barriers and facilitators were consistent across quantitative and qualitative studies, with the most common barriers to exercise being treatment-related side effects, lack of time and fatigue (Fig. 2). Chronic diarrhoea was frequently reported as a barrier to exercise for colorectal cancer cohorts, and colostomy bags were a barrier specific to their cancer treatment. Breast cancer survivors reported lymphedema, shoulder stiffness, and myalgia and arthralgia (described as ‘aches and pains’) as treatment-related side effects, and prostate cancer survivors reported incontinence as a treatment-related side effect that hindered exercise participation. Among both qualitative and quantitative studies, there was no separation between fatigue as a treatment-related side effect and fatigue unrelated to cancer treatment. Participants reported treatment-related side effects as a barrier separately to fatigue as a barrier, warranting a division between the two in this review. No distinction within the studies was made between the degree of fatigue experienced, and whether this fatigue interrupted function. Phrases that were used to identify fatigue as a barrier included ‘fatigue’, ‘too tired’ and ‘not enough energy’, potentially encompassing a range of symptoms, some more disabling than others. Not knowing what do to or a lack of information was a significant barrier to initiating and maintaining exercise noted in this review. Important issues included a lack of information from health professionals and a lack of knowledge surrounding exercise type and intensity that is safe and effective. The strongest facilitators of exercise were improved physical health, improved mental well-being, gaining a sense of control over their health and lives, and social benefits of exercise (Fig. 2).
Exercise preferences
A limited number of the included studies collected information regarding cancer survivors’ preferences for exercise (5/19, 26% of studies). When addressing preferences for exercise, it was found that survivors preferred walking as the type of exercise, at a moderate intensity, beginning either immediately after completing treatment or 3–6 months after treatment completion. When receiving exercise counselling or advice, survivors preferred to receive information face-to-face but with the option to exercise at home either supervised or unsupervised.
Discussion
This systematic review is the first to comprehensively review barriers and facilitators of exercise for cancer survivors, encompassing both qualitative and quantitative studies. Cancer survivors face a range of barriers when initiating exercise, some of which are experienced by the general population, but also others that are specific to their cancer treatment [45]. We identified the key barriers to exercise, which were treatment-related side effects, lack of time and fatigue. We further established the key facilitators of exercise including improved physical health, improved mental well-being, gaining control and the social benefits of exercise. The most pertinent barriers and facilitators were consistently reported across qualitative and quantitative studies and these were rated similarly in terms of importance in each study. Barriers to exercise that have been identified in large randomised controlled trials are consistent with the findings of this review. Lack of time, fatigue and treatment-related side effects are reported as the most pertinent barriers to exercise in an RCT setting as they are in a community setting [39]. We established that the preferred mode of exercise was walking at a moderate intensity after the completion of treatment.
Treatment-related side effects were the most reported barriers to exercise. This general descriptor encompassed a host of side effects related to cancer treatment. It is reported that some side effects of treatment may resolve quickly while other late effects of treatment may persist or not develop until further into survivorship [46]. This may create a large variance in the treatment-related side effects experienced by each individual and the impact that this may have on their ability to exercise.
Fatigue is one of the most commonly reported side effects of cancer treatment [47], and therefore predictably, was reported frequently as a barrier to exercise. Cancer-related fatigue has been shown to affect approximately 70% of patients who have undergone chemotherapy or radiotherapy [47]. It undergoes a natural history of decreasing severity over the first 12 months after treatment, with a smaller proportion of survivors experiencing persisting fatigue after this point [48, 49]. In this context, exercise has been shown to be an effective moderator of cancer-related fatigue and to play an important role in improving patient function [50]. Similarly, it ameliorates many other common treatment-related side effects, including decreased quality of life, reduced cardiorespiratory fitness and physical functioning [51, 52]. However, exercise as a treatment for fatigue requires support and education to inform patients of the most safe and effective way to start exercising, with behavioural change strategies required to improve adherence [53].
Lack of time was another prominent barrier to exercise, consistent with reports for a range of chronic diseases and in healthy populations [54, 55]. This is a difficult barrier to address, but possible solutions include behaviour change strategies to elevate the priority of exercise [53, 56], readily accessible exercise facilities [57, 58] and even high-intensity exercise options that may be more time efficient. High-intensity interval training (HIIT) is effective at improving aerobic capacity and decreasing metabolic and cardiovascular risk in chronic disease populations [59] and offers a more time efficient option for exercise training [60]. HIIT has been shown to be tolerated by cancer survivors and preliminary studies show positive effects, comparable to traditional exercise methods [61]; however, more research is required to elicit the clinical benefits of HIIT for cancer survivors [60, 61]. Motivational interviewing may have a role in overcoming common lifestyle-related barriers such as time management and has been shown to be effective in increasing exercise adherence [62]. While access to exercise counselling services may be available to a limited extent throughout hospitals, cancer survivors report limited guidance on how to access exercise counselling and program services [63]. Notably, the greatest behaviour change comes with face-to-face delivery of counselling and supervision of exercise services [64]. However, recent meta-analyses of exercise interventions in cancer populations have shown a considerable effect of telephone or email counselling services. This may represent a more affordable and feasible avenue of support for some survivors [64, 65].
Much research has been conducted identifying cancer diagnosis as a potentially constructive experience in terms of a ‘teachable moment’ [66]. This refers to a chance to provide support and education to survivors that may impact their lifestyle choices, decreasing their risk of suffering from common comorbidities associated with cancer survivorship [67]. This significant proportion of survivors reporting a lack of knowledge surrounding exercise may highlight a gap in relation to exercise information as part of the supportive care being delivered after the completion of treatment. Alternatively, while information may be available, more guidance on where and how to access this information from health professionals and the counselling approaches previously discussed may be of benefit [63].
Traditional family caregiving roles and lack of support from family were perceived as significant barriers to exercise among a cohort of Mexican American, Chinese American and Korean American breast cancer survivors. This was not commonly reported among other studies and may provide some insight into cultural differences in attitudes towards exercise. Similarly, this article highlights that cultural differences may exist in relation to health behaviours and further research should be conducted to identify barriers and facilitators of exercise for people of non-White Caucasian, cultural backgrounds [68].
None of the included studies addressed differences in barriers and facilitators in relation to aerobic exercise vs resistance exercise. These two differing types of exercise might in fact pose different obstacles for cancer survivors. While some reported barriers, such as ‘no facilities’ and ‘don’t know what to do’, may be more specific to resistance exercises rather than common aerobic exercise such as walking, no distinction between the two types of exercise was made. Beneficial effects of resistance exercise have been shown in the cancer survivor population [69, 70]. Our present results show that survivors express a clear preference for walking as their preferred method of exercise. This suggests that efforts to determine specific barriers to aerobic or resistance exercise may identify strategies to increase participation in resistance exercise in this population.
The facilitators of exercise that were most commonly reported were improved physical health, improved mental well-being and a sense of gaining control over their health. This is consistent with the literature, which shows that exercise improves physical function and reduces pain and fatigue in cancer survivors, which in turn improves quality of life and feelings of well-being [71]. Another identified facilitator was the social benefit of exercise, which suggests that accessible, supervised or group exercise options may facilitate the formation of healthy exercise habits in cancer survivors [72].
While the most pertinent barriers and facilitators to exercise were consistent across studies of both qualitative and quantitative nature, some barriers were identified in qualitative studies such as ‘don’t like to sweat’ and ‘not the sporty type’, which are not typical questions included in validated quantitative questionnaires. This highlights the importance of both qualitative and quantitative literature in the context of beliefs surrounding exercise. However, it is noted that the number of participants reporting these barriers were very small.
Strengths of this review were the registration of the protocol with PROSPERO before data extraction and analysis occurred and the rigorous dual screening process for inclusion and quality assessment of all studies. The inclusion of both qualitative and quantitative literature allowed a comprehensive understanding of patient beliefs regarding barriers and facilitators of exercise not limited to quantifiable measures. The MMAT is recognised as a unique tool for assessing qualitative, quantitative and mixed methods literature for mixed methods reviews, which allows for the assessment of studies with diverse designs [73]. While the utility of this tool is clear, there are some limitations surrounding interpretation and subjectivity when employing the MMAT. Previous studies have found reduced inter-rater reliability when assessing qualitative literature, which highlights the complexity of using critical appraisal tools to assess studies of this design [21]. A recent review further examined the reliability of the tool and found it to be more reliable when a discussion took place to clarify the meaning of some questions, in particular, questions relating to context and setting of data collection before appraising the studies [73]. In the current study, the meaning of these questions and statements was discussed between all reviewers before critical appraisal of the literature.
The research group opted to use a quantifiable scale to rate the importance of each barrier across each of the included studies. While this novel approach may be viewed as a limitation of the study, it is noted that the procedure was performed to ensure reliability with parallel reviewers and the use of a Kappa analysis to ensure consistency of scoring. Broadly, the use of quantifiable scales within qualitative or mixed methods literature, or ‘quantitizing’ qualitative data [74], is supported by past research which highlights the underutilization of numbers in qualitative research, potentially leading to a more simplistic interpretation of results [75]. Similarly, articles that have examined mixed methods approaches have advocated for more integration between qualitative and quantitative data within mixed methods studies [76].
There were several limitations in the data we reviewed, including that the cancer survivor cohorts were largely heterogeneous with survivors ranging from 3 weeks post completion of treatment up to 6.5 years post completion of treatment. Due to the mixed nature of the cohorts, no sub-analysis for cancer type or cancer treatment could be performed. It is noted that most of the studies included cohorts of predominantly White, English-speaking people with limited socio-economic deprivation, which should be taken into account when interpreting results. Future directions should identify the role of motivational interviewing, education and support in overcoming barriers to exercise for cancer survivors and the feasibility of implementing these strategies in routine patient care.
Conclusion
The greatest barriers to exercise among cancer survivors were treatment-related side effects, lack of time and fatigue. Insufficient patient education may facilitate the belief that exercise is not helpful when experiencing side effects of treatment, including fatigue. Similarly, improved support from health professionals may be required to provide safe and effective exercise recommendations for survivors to enable the formation of healthy exercise habits. Further research is required to establish the effect of implementing education strategies and opportunities for patients and survivors to liaise with health professionals to overcome barriers and increase exercise adherence in a cancer survivor population.
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Claire Wakefield is supported by a Career Development Fellowship from the National Health and Medical Research Council (NHMRC) of Australia (APP1067501). The Behavioural Sciences Unit is proudly supported by the Kids with Cancer Foundation.
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Clifford, B.K., Mizrahi, D., Sandler, C.X. et al. Barriers and facilitators of exercise experienced by cancer survivors: a mixed methods systematic review. Support Care Cancer 26, 685–700 (2018). https://doi.org/10.1007/s00520-017-3964-5
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DOI: https://doi.org/10.1007/s00520-017-3964-5