The present study used descriptive statistics to assess the presence of depressive symptoms among heart disease patients, revealing that 50.27% of patients with heart disease exhibited such symptoms. In a cross-sectional study conducted in Zhejiang Province, China, the prevalence of anxiety and depression among patients with coronary heart disease during the COVID-19 pandemic was 11.72% and 9.20%, respectively [23]. In a study carried out in rural China, 15.4% of older patients diagnosed with Huntington’s disease experienced depression [24]. The occurrence of depressive symptoms among patients with heart disease in the present study is higher than the prevalence of depression combined with heart disease in other studies [25]. This higher occurrence could be attributed to the utilization of a self-report scale, as opposed to a clinical diagnosis, for detecting depression in this study. Consequently, the study included a substantial number of participants who may not meet the formal criteria for depression but exhibit depressive symptoms in clinical settings. Nevertheless, studies [26, 27] have shown that even these samples exert an influence on healthcare costs; hence, they were included in the present study.
In this study, multiple regression analysis with depression level as the independent variable and healthcare expenditure as the dependent variable demonstrated a positive correlation between depressive symptoms and healthcare expenditures. This finding indicates that healthcare costs are notably higher in cardiac patients experiencing depression than their non-depressed counterparts. Limited prior research has delved into the connection between depressive symptoms and healthcare spending in middle-aged and older cardiac patients. Most studies in this realm have focused on exploring the influence of depressive symptoms on healthcare spending among patients with other chronic conditions. An investigation into the supplementary medical costs linked to depressive symptoms in patients with chronic lung disease revealed an association between depressive symptoms and heightened medical expenses among individuals with chronic lung disease. In the study, increased medical expenses attributed to depressive symptoms rose by 20.0% among patients exhibiting mild to moderate symptoms and by 69.2% among those experiencing severe depressive symptoms [28]. An additional investigation into the economic burden of depressive symptoms among patients with hypertension revealed an association between depressive symptoms and an increased direct economic burden in middle-aged and older patients with hypertension. Financial losses were found to be positively correlated with depression levels [29]. An investigation into medical expenditures related to depressive symptoms among older patients in rural China demonstrated that compared to other demographic groups, mental health conditions exerted a significant effect on individual medical expenses, rural populations, females, widowed individuals, and those with lower levels of education exhibited higher medical expenditures attributable to depressive states [30]. Consistently, these studies demonstrate that depressive symptoms lead to increased healthcare expenditures among patients with chronic diseases. In addition, a Swedish study found that depressive symptoms have no significant effect on the medical expenses of patients with back pain, which may be because diverse types of diseases need distinct healthcare services; among patients experiencing back pain, a substantial portion of their drug treatments overlap, resulting in anticipated reductions in drug costs [31].
The present study draws the following conclusions. First, depression has been established as a risk factor for heart disease, and it can exacerbate patients’ conditions, contributing to increased morbidity, readmissions, mortality, and deterioration of medical outcomes, thereby resulting in elevated medical expenditures. Regarding endogenous mechanisms, depression stands as an independent risk factor contributing to the decline of patients with heart disease [32]. Several studies have indicated that depression may induce alterations in the autonomic nervous system, influence the gut microbiome, and elevate inflammation levels, contributing to the development of heart disease [33]. Considering external factors, the presence of depression is associated with a decline in the patient’s self-care ability, unhealthy dietary habits, insufficient physical activity, smoking, and other adverse behaviors, deteriorating the patient’s condition [34]. Meanwhile, individuals with comorbid depression exhibit lower adherence; they may not adhere to the prescribed medication regimen as instructed by their healthcare providers, neglect recommended secondary prevention measures, and communicate less efficiently with healthcare providers, thereby affecting the effectiveness of treatment.
Second, depression may contribute to the excessive utilization of healthcare services among middle-aged and older cardiac patients, depleting healthcare resources and escalating healthcare expenditures. The presence of depressive symptoms can induce panic in patients, leading to somatization, amplification of symptoms, and an intensified sense of self [35]. Patients often seek healthcare services excessively, driven by a desire for psychological comfort and to prevent the recurrence of the disease [36], which is counterproductive to the treatment of this condition. Patients with depression face an elevated risk of hospitalization; hospital stays for individuals with depression tend to be prolonged compared to the average patient, consequently heightening the risk of infection and medication side effects [37].
Finally, the current management of depression in patients with heart disease has not garnered sufficient attention, making it challenging for patients to access professional treatment. This issue undoubtedly aggravates the detrimental effects of depression on patients and contributes to an escalation in their medical expenses. Several studies have indicated that a substantial portion of individuals with comorbid depression frequently opt to seek assistance from primary care providers instead of specialized mental health agencies [38]. Consequently, some patients with depression do not receive appropriate treatment. Collaborative care interventions lead to an improvement in depressive symptoms among patients with heart disease when compared to those receiving standard primary care. Patients currently undergoing treatment predominantly rely on prescription drugs rather than psychotherapy [39], which not only increases the patient’s medication costs but also complicates treatment regimens and care regimens, increasing the likelihood of complications and further escalating healthcare expenditures.
The present study holds the advantage of a substantial sample size derived from household questionnaires, encompassing a diverse range of groups, ensuring its representative nature. Furthermore, this study considered confounding factors, including other chronic diseases and consumption levels, thereby bolstering the credibility of the results. Nevertheless, this study possesses certain limitations. First, the r2 value in the used model was only 0.058, indicating a poor fit. For comparison, a Chinese study investigating the relationship between water quality and depression reported an r2 value of 0.069 [40]. In a prospective study investigating the mediation of emotional eating in the association between depression and 7-year changes in body mass index and waist circumference, the r2 value was 0.048 [41]. The specificity of depression as a psychiatric factor may account for the low r2 value in our study. However, as the model in our study primarily investigates causal relationships instead of making predictions, its effect on the results of this study is limited. Second, this study relied on self-reporting through the short version of the Depression Measurement Scale, a factor that may introduce mismeasurement and pose challenges in accurately determining the true prevalence. Third, this cross-sectional study did not observe the influence of depressive symptoms on healthcare expenditures over the long term, potentially leading to confounding by other extraneous factors. Fourth, the medical expenditure data primarily relied on subjects’ memory, introducing the possibility of recall bias.
In conclusion, the findings of this study indicate a positive association between depressive symptoms and medical expenditures in older patients with heart disease. Although depression can lead to increased morbidity and mortality, the current treatment of middle-aged and older cardiac patients does not emphasize the treatment of depression. In the future, it is advisable to enhance the provision of mental health care services for middle-aged and older patients with heart disease, along with increasing collaborative care interventions specific to heart disease.