FormalPara Key Points

There are multiple available methods to quantify anticholinergic burden.

The available methods vary in their derivation and association with outcomes.

An agreed method of quantifying anticholinergic burden is needed to aid future potential research in this field.

1 Introduction

1.1 Rationale

Medications with anticholinergic properties are widely used for a variety of indications. Such products may not be used primarily for their anticholinergic effect and may not be routinely identified as having anticholinergic activity by practicing clinicians [1]. However, the cumulative effect of multiple medications with anticholinergic effects, known as anticholinergic burden, is potentially significant and is an area of specific concern in the literature [2]. Anticholinergic burden scales are designed to quantify the cumulative exposure to anticholinergic activity [3]. A number of scales have been developed and have been used in a number of clinical settings including inpatients, [4] community dwellers [5] and institutional care [6]. They are referred to by a number of terms, but for simplicity throughout the article ‘anticholinergic burden scale’ will be used.

Older people, with a higher rate of multimorbidity and subsequent polypharmacy, are at higher risk of experiencing anticholinergic burden compared with younger people and with age-related changes to pharmacokinetics and pharmacodynamics are at higher risk of anticholinergic side effects for a given anticholinergic burden [7]. This applies all the more in the frailest groups such as care home residents and people with dementia, where the risk of multimorbidity and polypharmacy is high [8].

Previous reviews have identified that all anticholinergic burden scales in use show an association between anticholinergic burden and at least one adverse outcome [2] and researchers have therefore called for interventions to reduce anticholinergic burden [9]. Clearly, a starting point for such interventions is a clear and consistent understanding of how to quantify and measure anticholinergic burden. Preliminary reading of the published reviews, however, showed variation in the type and number of scales/tools identified, with Salahudeen et al. [1] identifying seven and Mayer et al. [10] identifying 12. In addition there was variation in the authors’ views on the appropriateness of the different scales/tools, with Cardwell et al. [2] advocating the use of the Drug Burden Index while Salahudeen et al. [1] identified the Anticholinergic Cognitive Burden Scale as the most frequently validated scale. To help clarify this divergence of view, a review of reviews was proposed to comprehensively identify anticholinergic burden scales and tools.

1.2 Objectives

The primary objective of this systematic review of reviews was to identify scales/tools that have been used to quantify anticholinergic burden. The secondary objectives of this review were (1) to describe the rationale of the identified scales; (2) to describe the settings in which the identified scales have been used; and (3) to describe any associations between anticholinergic burden, as quantified by the identified anticholinergic burden scales, and adverse outcomes.

2 Methods

2.1 Eligibility and Exclusion Criteria

Systematic reviews describing the use of scales or tools to quantify anticholinergic burden were deemed eligible. For the purposes of this review, articles that stated that they were planned and reported in accordance with the Preferred Reporting Items for Systematic Reviews and Meta-Analyses [11] were deemed to be systematic. No publication date or age of participant restrictions were imposed but the search was limited to reviews and English language articles. Reviews marked as narrative or clinical were excluded as were reviews that sought to test the association between prespecified anticholinergic burden scales and outcomes.

2.2 Information Sources and Study Selection

An electronic literature search was performed using a Healthcare Databases Advanced Search of MEDLINE, EMBASE, Cochrane, CINAHL and PsycINFO from inception to October 2016 for relevant articles. The last full search was run on 24 October, 2016.

2.3 Search

The following terms, a mixture of MeSH and free text, were used:

Anticholinergics OR cholinergic receptor blocking agents OR cholinergic antagonist OR antimuscarinics OR muscarinic receptor blocking agents OR muscarinic antagonist AND risk OR risk measure OR risk scale OR rating scale OR risk tool OR load OR drug burden index. An example search (MEDLINE) is given in Appendix S1 of the Electronic Supplementary Material (ESM). The reference lists of included reviews were searched for additional relevant studies (snowballing).

2.4 Study Selection

The titles and abstracts of the identified articles were screened to see whether they met the inclusion criteria. Where there was uncertainty, full-length articles were evaluated before a final decision on inclusion was made. A list of excluded studies is included in Table S1 of the ESM.

2.5 Data Collection

Full-text copies of included articles were reviewed and data were extracted and entered into a structured Microsoft Excel (Redmond, WA, USA) database. For each article, the following variables were populated: (1) the anticholinergic burden scales used; (2) information on the scales’ rationale; (3) the number of participants evaluated using the different scales; (4) the use of the scales in different settings [hospital, community, care home (including nursing homes, long-term care facilities and homes for the aged), database studies and in people with dementia]; and (5) (where available) adverse events associated with anticholinergic burden as defined by different anticholinergic burden scales.

2.6 Assessment of Risk of Bias

The ROBIS tool was used to assess the risk of bias for each systematic review [12]. The ROBIS tool is a method to assess bias in systematic reviews that is completed in three phases: (1) assessing relevance; (2) identifying concerns with the review process; and (3) judging risk of bias in the review. Phase two involves assessing the review across four domains: (1) study eligibility criteria, (2) identification and selection of studies, (3) data collection and study appraisal; and (4) synthesis and findings. In phase three, the findings of phase two and signalling questions are used to evaluate the overall risk of bias. Table 1 summarises the risk of bias for each review.

Table 1 ROBIS [12] assessment of risk of bias in included reviews

3 Results

The search identified 4656 articles. After limiting the search to review articles in English, 906 citations remained. The abstracts of these remaining articles were screened and 14 full-text papers were identified and subsequently reviewed for inclusion. From this group, a final total of five were included after a detailed review revealed that nine articles did not meet the inclusion criteria (Fig. 1).

Fig. 1
figure 1

Preferred Reporting Items for Systematic Reviews and Meta-Analyses literature search and study selection flowchart [11]

3.1 Characteristics of Included Reviews

Four of the review articles aimed to identify anticholinergic burden scales and to test their association with clinical outcomes [1, 2, 7, 10]. Two produced an anticholinergic burden scale by combining pre-existing scales, [1, 3] and one aimed to identify the most useful scale for longitudinal research [2].

The five reviews cited a combined total of 62 original research articles. They included variable numbers of primary studies: Cardwell [2] 13 studies, Durán et al. [3] 7 studies, Mayer [10] 55 studies, Salahudeen [1] 38 studies and Villalba-Moreno [7] 25 studies. All reported on an association with adverse outcomes. The characteristics of the cited studies are summarised in Table 2. Sixty of the articles reported on observational studies, while the remaining two reported on randomised controlled trials. Of the 60 observational studies, 30 were cross-sectional and 30 longitudinal (including 4 database studies using primary care data). In total, 699,792 people were studied in the 62 articles, with 22,555 people recruited from the community, 6172 from a hospital (inpatients), 4253 from outpatients and 5316 from care homes or equivalents. Database studies reported data from 661,496 participants across a variety of settings. The findings of each study are summarised in Table 2.

Table 2 Characteristics and findings of included studies

3.2 Synthesis of Reviews

3.2.1 Anticholinergic Burden Scales

Eighteen different anticholinergic burden scales were identified between the five reviews. No single review identified all 18 anticholinergic burden scales. Nine were developed by teams in USA [30, 38, 51, 53, 67, 73, 75, 76], eight were produced by teams based in the UK [74], Israel [13], Norway [14], France [5], Italy [50], Ecuador [3] and New Zealand, [1] while one scale aimed to be international in outlook [70]. The evidence used to develop the scales varied between in vitro receptor binding testing to expert opinion and is summarised in Table 3.

Table 3 Characteristics of and rationale behind the identified anticholinergic burden scales

3.2.2 Agreement between Scales

Salahudeen et al. [1] compared the drugs included in the Anticholinergic Drug Scale, Anticholinergic Burden Classification, Clinician-Rated Anticholinergic Score, Anticholinergic Risk Scale, Anticholinergic Cognitive Burden Scale, Anticholinergic Activity Scale and Anticholinergic Loading Scale. Out of 195 medications, 34 (17%) were scored differently in different scales and 12 (6%) were scored as having low anticholinergic effect in at least one scale but having high anticholinergic activity in another.

3.2.3 Population Sizes

The Drug Burden Index was used to quantify the anticholinergic burden in the largest number of participants, followed by the Anticholinergic Risk Scale, Anticholinergic Drug Scale and Anticholinergic Cognitive Burden Scale while the Anticholinergic Activity Scale was applied in the smallest population. Table S2 of the ESM summarises the numbers of participants assessed using the different scales.

3.2.4 Population Settings

The reviews identified studies conducted in a number of different settings; with some conducted in multiple settings. These included the community [8, 14, 16, 18,19,20,21,22, 24, 29, 33, 34, 37, 52, 53, 58, 66, 67, 69, 74, 79] (21), hospital [4, 13, 17, 23, 25, 27, 35,36,37,38,39,40,41, 45, 46, 56, 57, 68, 70] (19), outpatients [18, 26, 28, 48, 49, 73] (6), care homes (or equivalents) [5, 6, 15, 18, 19, 30,31,32, 38, 39, 42, 43, 47, 55, 59, 63,64,65, 72] (19) and databases [37, 44, 62, 71] (4).

The Drug Burden Index was the most commonly used scale in the community and in database studies, while the Anticholinergic Risk Scale dominated in care homes and hospital settings. Table S3 of the ESM summarises the numbers of participants assessed using the different scales.

3.2.5 Dementia

Eight out of the 62 studies involved populations where all participants had dementia. The Drug Burden Index was the most commonly used scale followed by the Anticholinergic Cognitive Burden Scale. Table 4 shows a further breakdown.

Table 4 Anticholinergic burden scales used in people with dementia

3.2.6 Association with Adverse Outcomes

Of the studies reporting outcomes related to falls and hospitalisation, all reported an association with anticholinergic burden. Of the studies reporting mortality, delirium and physical function outcomes, the majority found an association with anticholinergic burden. Of the studies reporting on cognitive function, the majority showed no association with anticholinergic burden. Table 5 shows further details.

Table 5 Association between anticholinergic burden and outcomes

4 Discussion

This review of reviews has demonstrated that multiple different scales have been developed to quantify anticholinergic burden. These have been developed variously based on expert opinion, clinical anticholinergic effects and in vitro testing. They have been applied to outpatients, inpatients, community dwellers and care home residents and in database studies. The Drug Burden Index was the most frequently used scale/tool as reported by these studies. More studies reported an association between increasing anticholinergic burden and falls, hospitalisation, mortality and physical function than those that did not. Although more studies reported an association with cognitive function than those that did not, the studies reporting no association involved more participants.

This review identified studies using 18 different anticholinergic burden scales, more than any of the individual reviews, [1,2,3, 7, 10] suggesting that this approach has been more comprehensive. The individual studies identified as part of this review occurred in a number of different settings and included a number of large scale database/population studies. Findings drawn from these data are therefore likely to be applicable in a number of different settings.

The chief limitation of the approach taken in this review is the potential for bias introduced by including only previous reviews, rather than seeking out newer empirical studies published in the interim. Some potentially pertinent studies may have been missed by this method and since the completion of this review we have become aware of one such example [80]. However, this potential has been mitigated to a degree by the number of reviews included and their recent publication dates. In addition, the primary focus of this review was to identify existent scales rather than to assess the association between anticholinergic burden and outcomes. We have chosen to present data on the association with outcomes where it has been reported in the included reviews. However, reviews whose principal aim was to examine this association were not included and this does potentially introduce bias. This is mitigated to a degree by the large number of included studies. Finally, the use of only a single reviewer was not ideal and this may have increased the risk of missing relevant studies. However, the fact that this review identified more anticholinergic burden scales than any of the individual reviews suggests this is unlikely to have been a significant problem.

Anticholinergic burden in older people has been studied extensively; [1, 3] however, the variation in anticholinergic burden scales used, the metrics used to assess outcomes and the outcomes themselves make it challenging to synthesise the data. The reviews all concluded that there is a lack of a universal approach to assessing anticholinergic burden, which handicaps the interpretation of any findings. The different scales include different drugs and attribute markedly different anticholinergic activity to the same drugs [3]. Salahudeen et al. [1] and Durán et al. [3] both propose new scales derived from synthesis of the existing scales but at the time of this review of reviews these had not been tested.

A larger population had been assessed using the Drug Burden Index than any other anticholinergic burden scale because of its use in database studies and it has been shown to be associated with a number of outcomes of interest [71]. However, the approach is more time consuming than other anticholinergic burden scales and copyright restrictions on the use of the ‘Drug Burden Index Calculator’, which limits its use to registered Australian healthcare practitioners, [81] inevitably curbs its potential widespread application. Discounting the Drug Burden Index, the Anticholinergic Risk Scale was the most frequently used scale in care home and inpatient studies, while the Anticholinergic Cognitive Burden Scale was the most frequently used in community dwellers and in people with dementia. Both the Anticholinergic Risk Scale and Anticholinergic Cognitive Burden Scale were associated with outcomes of interest, although within the studies examining people with dementia, the association between anticholinergic burden and outcomes was variable and inconsistent. The lack of a clear association between anticholinergic burden and cognitive outcomes was surprising and is an area that warrants closer investigation.

5 Conclusion

There are at least 18 anticholinergic burden scales. These scales vary in their derivation, content and rating of the anticholinergic activity of the same medications. Although the Drug Burden Index has been most extensively used, there are practical considerations that limit its implementation. Of the remaining scales, the Anticholinergic Risk Scale and Anticholinergic Cognitive Burden scale have the most experience in rating anticholinergic burden in care home residents and people with dementia, respectively. The Anticholinergic Risk Scale shows an association with relevant clinical outcomes while the data for the Anticholinergic Cognitive Burden scale in people with dementia are mixed.

Although the approach has been hampered by methodological issues, this review has suggested that the evidence of an association between anticholinergic burden and adverse outcomes is not as clear cut as some authors have suggested. Two avenues of enquiry will need to be pursued to help clarify the association between anticholinergic burden and outcomes. First, a formal systematic review of the use of anticholinergic burden scales as reported in original research articles with particular focus placed on the quality of the evidence is needed. Second, additional empirical research testing the use of the most evidence-based scales in their appropriate clinical context is needed to better understand whether the differences in classification and weighting of anticholinergic effects in different scales are justified. By combining these two approaches, greater clarity on the association between anticholinergic burden, as reported by anticholinergic burden scales, and outcomes will be achieved.