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    INEQUALITY, EQUITY * EQUALITY *ECONOMICS

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    Factors Affecting Social Inequalities in Health

    1. Social Status

    2. Geographical Factors

    3. Income and economic resources

    4. living and working conditions 5. Attitudes and behaviour

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    SC I : Professional Occupations ( UniversityAcademic Staff, Physicians, Lawyers)

    SC II : Managerial and Technical Occupation

    SC III : Non Manual Skilled Occupation (Clerks andshop assistants)

    SCIII : Manual Skilled Occupation ( Coal Miners)

    SC IV : Partly Skilled Occupation ( Bus Conductorsand postmen)

    SC V : Unskilled Occupation ( laborers)

    Classification of Social Class

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    Geographical Factors

    Education

    Diet

    Income

    Working Conditions Living Environments

    Lifestyle

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    Ethics, equity and economics

    Ethics - theories of justice- medical versus economic polarisation

    Equity - definitions- health, need and access vs. use

    - micro versus macro

    Economics - equity and efficiency

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    Why ethics?

    Philosophy determines objectives of health caresystem e.g.

    -maximise social well-being based on(consequentialist) utilitarianism

    Different philosophical concepts have differentimplications, esp. for efficiency

    Main practical manifestation = equity

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    Categorising ethical theories (1)

    Distributive justice - political or socialphilosophy - concerned with outcome

    Procedural justice - moral philosophy -concerned with process used in achieving theoutcome

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    Categorising ethical theories (2)

    Political philosophy - societal focus e.g. Rawls

    Moral philosophy - individual focus e.g KantianImperative

    Interaction e.g. utilitarianism - social utilitymaximised by each individual maximising ownutility

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    Categorising ethical theories (3)

    Individual Society

    Process Entitlement

    DeontologicalVirtue

    Outcome Utilitarianism

    RawlsianEgalitarianRights

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    Ethical theories

    Utilitarianism

    Rawlsian

    Entitlement/libertarian

    Egalitarian Deontological

    Virtue

    Rights

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    Utilitarianism

    Jeremy Bentham (classic) and John Stuart Mill(adapted)

    Maximising greatest utility for greatest number

    Underlies efficiency Issues - domain (whose utility)

    - malevolence (utility from suffering)

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    Utilitarianism

    Utilitarianism was described byBentham as "the greatesthappiness or greatest

    felicity principle".[Utility, thegood to be maximized, has been

    defined by various thinkersas happinessor pleasure(versus suffering or pain),although preferenceutilitarians define it as thesatisfaction of preferences. Itmay be described as a lifestance, with happiness orpleasure being of ultimateimportance.

    Act utilitarianism states that,when faced with a choice, wemust first consider the likelyconsequences of potentialactions and, from that, chooseto do what we believe will

    generate the most pleasure.The rule utilitarian, on theother hand, begins by lookingat potential rules of action.

    http://en.wikipedia.org/wiki/Happinesshttp://en.wikipedia.org/wiki/Pleasurehttp://en.wikipedia.org/wiki/Sufferinghttp://en.wikipedia.org/wiki/Painhttp://en.wikipedia.org/wiki/Preference_utilitarianismhttp://en.wikipedia.org/wiki/Preference_utilitarianismhttp://en.wikipedia.org/wiki/Life_stancehttp://en.wikipedia.org/wiki/Life_stancehttp://en.wikipedia.org/wiki/Intrinsic_value_(ethics)http://en.wikipedia.org/wiki/Intrinsic_value_(ethics)http://en.wikipedia.org/wiki/Intrinsic_value_(ethics)http://en.wikipedia.org/wiki/Intrinsic_value_(ethics)http://en.wikipedia.org/wiki/Intrinsic_value_(ethics)http://en.wikipedia.org/wiki/Life_stancehttp://en.wikipedia.org/wiki/Life_stancehttp://en.wikipedia.org/wiki/Life_stancehttp://en.wikipedia.org/wiki/Preference_utilitarianismhttp://en.wikipedia.org/wiki/Preference_utilitarianismhttp://en.wikipedia.org/wiki/Preference_utilitarianismhttp://en.wikipedia.org/wiki/Painhttp://en.wikipedia.org/wiki/Sufferinghttp://en.wikipedia.org/wiki/Pleasurehttp://en.wikipedia.org/wiki/Happiness
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    Rawlsian maximin

    John Rawls 1971

    Allocationconducted under

    veil of ignorance- leads to positionof less well off insociety beingmaximised

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    Theory of Justice

    Each person is to havean equal right to themost extensive scheme ofequal basic liberties

    compatible with asimilar scheme ofliberties for others

    Social and economicinequalities are to bearranged so that (Rawls,1971, p.303):

    a) they are to be of the

    greatest benefit to theleast-advantaged membersof society (the difference

    principle).

    b) offices and positions

    must be open to everyoneunder conditions offairequality of opportunity

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    Entitlement/libertarian

    Robert Nozick 1974

    Individuals entitled to what they have acquiredjustly i.e. within a market situation

    Stresses freedom of choice and property rights -minimal state involvement

    Similar to utilitarianism

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    Egalitarian

    Equal shares in the distribution of a commodity

    Issues - of what? health, services?

    - according to what criteria?need, age?

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    Deontological (deon (Gk) = duty)

    Immanuel Kant

    Moral rules of how to live which should not bebroken (ie absolute moral code)

    Do to others as you would have done to you Humans as end, not means

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    Virtue theory

    Not what should I do but what kind of personshould I be

    Similar to deontological - absolute moral rules

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    Medical vs. economic ethic (1)

    Medical - individual (deontological) ethic

    - Hippocratic oath, NightingalePledge

    - Agency and professional codesconduct

    - best interests of patient

    - opportunity cost ignored (?)

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    Medical vs. economic ethic (2) Economic - population based ethic- principally utilitarian

    - based on opportunity cost

    Overlap of considerations in both professions

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    Medical dilemma (1)

    I recall a patient who bled massively from his inoperablecancer of the stomach, I was the houseman and I had a strongsense that I must do my utmost for my patient, I ordered large

    quantities of blood to be cross matched and set up an infusionto replace the blood the patient had lost. It was not that Ibelieved that the blood would cure him, but it would veryprobably save his life for a while longer, whereas without the

    blood transfusion he would have probably died there and then.

    A few days later the patient had another massive bleed and Iagain ordered more blood and set up a transfusion, again thepatient survived what would almost certainly have been a fatal

    blood loss. The patient himself, knowing the situation, waskeen to fight it as hard as possible.

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    Medical dilemma (2)

    After the second massive bleed and equally massive bloodtransfusion, my chief gently pointed out that there was nopoint in pouring in the blood as I had been, the patient had

    widespread cancer secondaries, his stomach was riddled withcancer and likely to bleed whenever the cancer eroded a bloodvessel; blood transfusions could do no more than prolong thepatients life by a very short time. If I went on ordering bloodat the predigious rate I had been, I would literally break the

    bank, the blood bank, causing enormous expense whilstseriously jeopardising the chances of other patients for whoma blood transfusion could really be lifesaving, rather thanmerely death prolonging.

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    Medical dilemma (3)

    I wanted to discuss all this with the patient, but he died thesame day from a further massive bleed and that time I simply

    was not called. My superior had decided that there was

    nothing beneficial that could be done. More precisely,however, his analysis was surely based on a differentassessment, notably that the benefit to the patient of repeated

    blood transfusions each time his stomach cancer bled, even ifhe himself wanted to fight to the last second, was insufficientto justify the enormous cost (to others) of providing the

    blood.

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    Tavistock Group - BMJ, Jan 23, 1999- healthcare is a human rightprovideaccessregardless of their ability to pay

    - care of individuals is at centre of health care but

    must be viewed within context of [generating]greatest possible health gains for groups andpopulations

    CONCEPTS OF EQUITY IN THE

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    CONCEPTS OF EQUITY IN THEDISTRIBUTION OF HEALTH CARE

    Utilitarianism Equality of Health

    Equality of Expenditure

    Equality of Use for equal

    need

    Equality of access forequal need

    Rawlsian Maximin

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    Definitions of equity (2)

    Equal access (opportunityto use) for equal need e.gequal waiting time per condition

    Equal utilisation (use) for equal need e.g. equallength of stay per condition

    Equal treatment for equal need

    Equal health

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    Why equity? (1)

    Health = fundamental commodity necessary forenjoyment of all else

    Health care important determinant, but often

    expensive/unpredictable Insurance = imperfect/expensive

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    Why equity? (2)

    Healthcare should not be allocated/distributedaccording to income/wealth

    Equity main reason government involvement in

    health care world-wide Issues - concern with existing distribution

    income/wealth then why not change

    this directly?- trade off with efficiency?

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    Why equity in health care?

    The social conscience is more offended by severe

    inequality in nutrition and basic shelter, or inaccess to medical care, than by the inequality inautomobiles, books, furniture or boats

    Tobin 1970

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    Equal health?

    Definition e.g. QALYS, LYs?

    Influence of non-health care factors e.g.housing, diet

    Choice versus coercion e.g.smoking, diet

    Implies reducing overall health not

    increasing - only truly equal state = dead

    Maximising versus minimum standards

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    Equity and need (1)

    Need = ambiguous and confusing

    Who determines need - producer

    - individual

    - elite Supply driven - what is available determines

    what is needed

    Need versus capacity to benefit - treat worse offeven if health improvement less than treatingbetter off

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    Equity and need (2)

    need versus preference

    objective versus subjective need

    maximising - quantity of resources required toensure individual becomes /maintained as healthyas possible = bottomless pit

    Minimising - standard of care which ensures

    individual not fall below adequate level of health

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    Measuring equity

    Finance - Kakwai Index

    - Suits Index

    Health - Gini coeff - see McGuire p.59

    Data - see Folland, Goodman & Stanobook p.487

    - see Donaldson & Gerard

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    Equity not necessarily= equality Equity concerned with fairness' justice (i.e.ethicaltheories)

    May not necessarily entail equality. e.g.minimum

    standards of care, postitive discrimination etc. However, equity usually synonymous with equality

    of something.