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Abstract

The assessment of medically unexplained symptoms and “somatic symptom disorders” in older adults is challenging due to somatic multimorbidity, which threatens the validity of somatization questionnaires. In a systematic review study, the Patient Health Questionnaire–15 (PHQ-15) and the somatization subscale of the Symptom Checklist 90-item version (SCL-90 SOM) are recommended out of 40 questionnaires for usage in large-scale studies. While both scales measure physical symptoms which in younger persons often refer to unexplained symptoms, in older persons, these symptoms may originate from somatic diseases. Using empirical data, we show that PHQ-15 and SCL-90 SOM among older patients correlate with proxies of somatization as with somatic disease burden. Updating the previous systematic review, revealed six additional questionnaires. Cross-validation studies are needed as none of 46 identified scales met the criteria of suitability for an older population. Nonetheless, specific recommendations can be made for studying older persons, namely the SCL-90 SOM and PHQ-15 for population-based studies, the Freiburg Complaint List and somatization subscale of the Brief Symptom Inventory 53-item version for studies in primary care, and finally the Schedule for Evaluating Persistent Symptoms and Somatic Symptom Experiences Questionnaire for monitoring treatment studies.

Keywords

medically unexplained symptoms MUS somatic symptoms somatic symptom disorders somatoform disorders aged aged 80 years and older instruments

Introduction

Somatization is the tendency to experience and communicate somatic distress in response to psychosocial stress and to seek medical help for it (Lipowski, 1988). The severity of somatization, however, is difficult to measure. In younger people, it is often assessed by a physical symptom count, especially by counting symptoms that often remain medically unexplained in clinical practice, like fatigue or dizziness. Medically unexplained physical symptoms (MUS) might thus be the result of a process of somatization and are a core criterion of somatoform disorders in the Diagnostic and Statistical Manual of Mental Disorders, Fourth edition, text revised (DSM-IV-TR).

With the introduction of the DSM-5, the DSM-IV-TR section of somatoform disorders has been replaced by the new section of somatic symptom and related disorders (American Psychiatric Association, 2013). The most important change was the focus on so-called positive criteria for establishing a diagnosis, that is, the prominence of a physical symptom associated with significant distress and impairment. The major diagnosis in this section, somatic symptom disorder, emphasizes diagnosis made on the basis of positive symptoms and signs, that is, distressing somatic symptoms plus abnormal thoughts, feelings, and behaviors in response to these symptoms. This contrasts with somatoform disorders in the DSM-IV-TR that poses the absence of a medical explanation for the somatic symptoms a key feature. Although somatic symptom disorders might be more useful for diagnosis in both primary and specialized (somatic) health care, the criteria for these disorders do not necessarily apply to all patients burdened by MUS. MUS, irrespective of the DSM classification rules, have consistently been associated with a lower quality of life, psychological distress, and increased medical consumption (Hanssen, Lucassen, Hilderink, Naarding, & Oude Voshaar, 2016; Weiss, Kleinstuber, & Rief, 2016).

A systematic review has identified 40 scales to assess self-report somatic symptoms (Zijlema et al., 2013). The Patient Health Questionnaire–15 (PHQ-15) and the somatization subscale of the Symptom Checklist 90-item version (SCL-90 SOM) were considered the best options to be used in large-scale population–based studies, based on several criteria among which type of symptoms, time frame, response scale, psychometric characteristics, and patient burden (Zijlema et al., 2013). Since older persons often suffer from physical symptoms due to one or more chronic somatic diseases (multimorbidity; Fortin, Stewart, Poitras, Almirall, & Maddocks, 2012), somatic symptom questionnaires may easily overestimate the severity of somatization in an older sample. Nonetheless, accumulating data emerge that somatization, MUS, and somatoform disorders are highly relevant in older persons, posing a significant burden on health-related quality of life, increased level of health care usage and potentially iatrogenic damage (Hanssen et al., 2016). Nonetheless, actual prevalence rates are somewhat lower among persons older than 65 years compared with younger persons (Hilderink, Collard, Rosmalen, & Oude Voshaar, 2013). In a systematic review of six cohort studies including both younger and older people, prevalence rates for DSM-IV defined somatoform disorders ranged from 1.5% through 13.0% (median 5.4%) among people aged 65 years and older, and from 10.7% through 26.8% (median 15.3%) in younger people (Hilderink et al., 2013). Whether these lower prevalence rates in later life are simply artefacts due to falsely attributing physical symptoms to (comorbid) chronic somatic diseases, or reflect real differences due to better coping with chronic illnesses and/or less disease benefits in later life have to be established.

The main objective of the present article is to explore which assessment instrument is optimal for assessing somatization in older adults. In our research program on MUS in later life, we have applied both the PHQ-15 as well as the SCL-90 SOM among older patients with MUS and medically explained symptoms. Therefore, we first test empirically how the PHQ-15 and the SCL-90 SOM relate to other measures of somatization, namely the presence of a somatoform disorder determined by a semistructured psychiatric interview (Lecrubier et al., 1997), and health anxiety measured with the Whitely Index (Pilowsky, 1967), as well as to medically explained somatic disease burden. Since these results were rather disappointing, we decided to update and extend the previously conducted systematic review of Zijlema et al. (2013) to examine which of the assessments of somatic symptoms might be most relevant for assessing somatization in older persons.

Method

Empirical Tests of the PHQ-15 and SCL-90 SOM

For the empirical tests, we used our data set of a pilot study on MUS in older patients as well as a data set on a larger case control study. Both samples have been described elsewhere in detail (see Hanssen et al., 2016; Hilderink et al., 2009), but can be summarized as follows.

The pilot study was a consecutive case series of 37 older patients referred to our outpatient mental health clinic for a diagnostic procedure and treatment for MUS (Hilderink et al., 2009). In this pilot study, we administered the SCL-90 as well as the PHQ-15 (Kocalevent, Hinz, & Brähler, 2013), whereby the item on menstrual cycle was omitted (being not relevant in later life).

The case control study, acronym OPUS study (Older Persons with medically Unexplained Symptoms study) included 118 older persons suffering from MUS (cases) and 154 older patients suffering from medically explained symptoms for which they frequently attended their general practitioner (Hanssen et al., 2016). In this study, the Brief Symptom Inventory, 53 items (Derogatis & Melisaratos, 1983), an abbreviated version of the SCL-90 with similar psychometric properties, has been administered as a measure for psychopathological distress (Derogatis, 1975).

In both studies, the same two indicators of somatization were administered. First, the Mini International Neuropsychiatric Interview (Lecrubier et al., 1997), a semistructured psychiatric interview administered by an old age psychiatrist, to diagnose psychiatric morbidity according to DSM-IV-TR criteria. Therefore, the presence of a somatoform disorder is the first indicator of somatization. Second, health anxiety was in both studies assessed with the Whitely Index (Pilowsky, 1967) and used as the second indicator of somatization in the present study. The somatic disease burden was assessed differently in both studies. In the pilot study, the Cumulative Illness Rating Scale for Geriatrics (CIRS-G; Miller et al., 1992) was administered by a geriatrician after a full geriatric assessment. In the OPUS study, the self-report version of the Charlson Index was applied (Charlson, Pompei, Ales, & MacKenzie, 1987; Katz, Chang, Sngha, Fossel, & Bates, 1996).

As a measure of construct validity, Pearson correlations coefficient of both the SCL-90/BSI-53 SOM subscale as well as the PHQ-15 sum score were calculated with both proxies of somatization (Whitely Index, somatoform disorder) expecting a high correlation, and with both measures of somatic disease burden (CIRS-G, Charlson Index) expecting a low correlation. The Pearson r correlation can be interpreted as no or minimal (0.00 < r < 0.30), low (0.30 < r < 0.50), moderate (0.50 < r < 0.70), high (0.70 < r < 0.90), or extremely high (0.90 < r < 1.00) correlation.

Update and Extension of the Systematic Review by Zijlema et al. (2013)

The systematic review by Zijlema et al. (2013) has been conducted to systematically search and judge all self-report questionnaires for common somatic symptoms, generally used to assess somatic symptom burden and/or level of somatization. After an update of the literature search, in this article all questionnaires will be evaluated on their suitability for use in an older population (see Instrument Evaluation section).

Search Strategy

Since the literature search of the previous systematic review was conducted until October 2012, we repeated exactly the same literature search in the databases Medline, EMBASE, and PsycINFO from October 2012 until October 1, 2016, to select additional questionnaires. The search term contained a combination of somatoform disorder or synonyms and questionnaire or synonyms and symptoms. For Medline, the following search term was used: (“somatoform disorders/classification” [MeSH Major Topic] OR “somatoform disorders/diagnosis” [MeSH Major Topic] OR “somatoform disorders/epidemiology” [MeSH Major Topic] OR “functional somatic symptoms” [Title/Abstract]) AND (questionnaire [Title/Abstract] OR screen* [Title/Abstract] OR “self-report” [Title/Abstract] OR “index” [Title/Abstract]) AND symptoms. For EMBASE and PsycINFO, comparable search terms were used. The search was conducted without language restrictions.

Screening and Selection Procedures

The first two authors independently screened the retrieved articles. The articles were included if they described the development, evaluation, or review of self-report somatization questionnaires. The questionnaires selected had to include symptoms from more than one symptom cluster; not just symptoms of the gastrointestinal tract or cardiopulmonary system. When the symptom questionnaire was a subscale derived from a larger questionnaire, the symptom subscale had to have been separately validated and used. There were no criteria for the target population of the questionnaire.

Discrepancies between the two researchers were resolved by consensus. Full articles were then obtained for all potentially eligible studies. Based on the full text, articles that still fulfilled the inclusion criteria were included in the review.

Data Extraction

Name of questionnaire, number of items, domains assessed, answering scale, time frame, and target population were extracted for every questionnaire. Table 2 shows an overview of the questionnaires before and after October 2012.

Instrument Evaluation

The evaluation on the suitability of the identified questionnaires for an older population included (a) the number of items not applicable in older adults (e.g., items on menstrual cycle) and the number of somatic symptoms included that in older persons usually reflect somatic disease burden, (b) the presence of standardized scores (normative data) for older persons, and (c) finally whether the instrument has been applied in an older sample previously.

Although each somatic symptom or sign can be due to somatic disease, some symptoms can be assumed typically for old age and/or common geriatric syndromes. To assess the most common geriatric syndromes, we used the Brief Assessment Tool (BAT), a geriatric assessment tool specifically developed for general practitioners (Senn & Monod, 2015). The BAT aims to identify the following geriatric syndromes: cognitive impairment, mood disorder, gait and balance impairment/falls, visual impairment, hearing impairment, urinary incontinence, malnutrition/loss of weight, and osteoporosis. The first and fourth author, being a clinical psychologist and old age psychiatrist, respectively, assessed which items of each somatization scale corresponded with a geriatric symptom or syndrome as defined by the BAT. In case of disagreement, the last author, an old age psychiatrist, made a decision.

For the third criterion, systematic literature searches were additionally conducted in Medline, EMBASE, and PsycINFO for each questionnaire separately. This was done by search strings combining the name of the questionnaire with the words indicative for a research sample consisting of older persons defined as an age older than 60 years, for example, “older,” “aged,” or “elderly” and in Medline also the MeSH-terms “aged” and “aged, 80 years and over.”

Results

Empirical Tests of the PHQ-15 and SCL-90 SOM

Pearson correlation coefficients of the PHQ-15 sum score and the SCL-90 SOM with the proxies for somatization as well as somatic disease burden are presented in Table 1. Collectively, these results showed that the presence of a somatoform disorder, as proxy for somatization, was neither significantly associated with the sum score of the SCL-90/BSI-53 SOM, nor with the PHQ-15 sum score. Furthermore, the second proxy for somatization, health anxiety, was moderately associated with both measures of somatization (SCL-90/BSI-53 SOM and PHQ-15) as well as moderately associated with the measures of somatic disease burden (CIRS-G and Charlson Index).

Table 1.

Construct Validity of the PHQ Sum Score and SCL-90/BSI-53 Somatization Scale as Measures of Somatization.

	Number of patients	SCL-90/BSI-53 SOM	PHQ-15
Proxies for somatization
Whitely Index (health anxiety)
• MUS patients (pilot study)	33	r = 0.45, p = .009	r = 0.38, p = .019
• MUS patients OPUS study	89	r = 0.43, p < .001	n.a.
• MES patients OPUS study	151	r = 0.49, p < .001	n.a.
Presence of a somatoform disorder
• MUS patients (pilot study)	33	r = 0.12, p = .506	r = 0.12, p = .495
• MUS patients OPUS study	94	r = 0.16, p = .133	n.a.
Somatic disease burden
• CIRS-G^a (Pilot study)	29	r = 0.33, p = .083	r = 0.28, p = .125
• Charlson Index (OPUS study) MUS patients	87	r = 0.44, p < .001	n.a.
• Charlson Index (OPUS study) MES patients	152	r = 0.34, p < .001	n.a.

Note. PHQ-15 = Patient Health Questionnaire 15-item version; SCL-90 SOM = Somatization subscale of the Symptom Checklist 90-item version; BSI-53 SOM = somatization subscale of the Brief Symptom Inventory 53-item version; MUS = Medically Unexplained physical Symptoms; MES = Medically Explained Symptoms; OPUS = Older Persons with medically Unexplained Symptoms (acronym for a study); CIRS-G = Cumulative Illness Rating Scale for Geriatrics.

CIRS-G total score calculated without psychiatric disease.

Update and Extension of the Systematic Review

The literature research of Zijlema et al. (2013) until October 2012 had resulted in 40 symptom questionnaires. In contrast to Zijlema et al. (2013), however, we considered the two abbreviated versions of the somatization scale of the SCL-90 (SCL-90 SOM), that is, the BSI-18 SOM (six items) and the BSI-53 SOM (seven items), as separate questionnaires. Therefore, 41 symptom questionnaires were available based on Zijlema et al. (2013). The extended literature search from October 2012 until October 1, 2016, retrieved a total of 631 hits (Medline, n = 187, EMBASE, n = 157, PsycINFO, n = 287), including 75 duplicates. We excluded 436 studies identified on title and abstract. After full text screening, we excluded 114 studies because they were not about somatization (n = 34), were not a self-report questionnaire (n = 3), or were about questionnaires already included (n = 77). A total of six articles were additionally included in the review, describing five new questionnaires. This resulted in a final number of 46 questionnaires for the present review (Table 2).

Table 2.

Overview of the 46 Somatization Questionnaires and Their Properties.

Questionnaire	Items	Domain assessed	Scale	Time frame	Target population
4 DSQ	16	Somatization	5 Categories: no to very often or constantly	Past week	Primary care patients
ASR	11	Somatic complaints	3 Categories: not true to very true or often true	Past 6 months	Adults
BDS Checklist	25	BDS; pattern of symptoms rather than a simple symptom count (based on SCAN interview)	5 Categories: not at all to a lot	Past month	Patients
BSI-18 SOM	6	Somatization	5 Categories: not at all to a lot	Past week	Adolescents and adults
BSI-53 SOM^a	7	Somatization	5 Categories: not at all to a lot	Past week	Adolescents and adults
BSI	44	Somatic symptoms associated with anxiety and depression	3 Categories: symptoms absent to present on more than 15 days during the past month	Past month	Patients
BSS^a	10	Somatic complaints	Yes/no	Past 4 weeks	Community dwelling older adults
Cambodian SSI	23	Somatic symptoms and cultural syndromes: with a 12-item somatic subscale and an 11-item syndrome subscale	5 Categories: not at all to extremely	Past month	Traumatized Cambodian Refugees
C-PSC	12	Psychosomatic symptoms	Frequency: 5 categories: not a problem to every day. Severity; 5 categories: not a problem to very, very bad		Children
CSI	36	Intensity of somatic complaints	4 Categories: not at all to a whole lot	Past 2 weeks	Children
FBL	78	Somatic complaints	Frequency: 5 categories: almost every day to almost never. Intensity; 5 categories: very strongly to insensitive	Lately
GBB-24	24	Physical complaints	5 Categories: never to severe		Patients and general population
GSL	37	Psychosomatic stress symptoms	4 Categories: never to constantly
Health-49	7	Somatoform complaints	5 Categories: not at all to very much
ICD-10 symptom list	14	Somatization disorder	Yes/no	Past 2 years	Patients
Kellner’s SQ	17	Somatic symptoms	Yes/no or true/false	Past week to day	Patients and general population
Malaise Inventory	8	Psychiatric morbidity	Yes/no	No specific time frame, focus on recent state
Manu	5	Somatization disorder	Yes/no
MSPQ	13	Heightened somatic and autonomic awareness	4 Categories: not at all to extremely, could not have been worse	Past week	Specially for chronic backache patients
NSS	6	Nonspecific symptoms for nonpsychotic morbidity	Present/not present	At least 3 months	Patients
Othmer and DeSouza	7	Somatization disorder	Yes/no	Lifetime	General population
PHQ	14	Somatic symptoms	Items 1-11, 7 categories: not at all to all of the time; items 12-13, 7 categories: 0 times to 7+ times; Item 14, 7 categories: 1 day to 7+ days		Staff members of a hospital
PHQ-15	15	Probable somatoform disorders	3 Categories: not at all to bothered a lot	Past month	Primary care patients
PILL	54	Common physical symptoms and sensations	5 Categories: never or almost never to more than once every week	Lifetime
PSC-17	17	Psychosomatic symptoms	Frequency 5 categories: daily to not a problem; intensity; 5 categories: extremely bothersome to not a problem	Past week	Primary care patients
PSC-51	51	Somatization	4 Categories: not at all to most of the time	Past week	Primary care patients
PSS	35	Psychosomatic symptoms	Frequency; 4 categories; never to almost every day; disturbance; 3 categories; none to strong	Past 3 months	Children and adolescents
PVPS	14	Somatization	3 Categories: never occurred to frequently occurred	Past month	People of Vietnamese origin
RPSQ	26	Somatization in IBS patients	4 Categories: not at all to most of the time.	Past month	IBS patients
R-SOMS-2	29	Somatization	Yes/no	Past 2 years	Primary care patients
QUISS-P^a	18	Severity of somatoform disorders	5 Categories; mixed categories	Usually	Inpatient and outpatients form psychiatric and psychosomatic hospitals
SCI	22	Various physical symptoms	Frequency, 5 categories: never to daily; intensity, 5 categories: no problems to extremely troublesome	Past month	General population
SCL-11	11	Common somatic complaints	5 Categories: almost never to quite often	Past month	Children
SCL-90 SOM	12	Somatization	5 Categories: not at all to extremely psychiatric	Past week	Medical outpatients/general population
SEPS^a	Section 2: 9 items	Medically unexplained symptoms	4 Mixed categories	Lifetime	Medical patients
SHC	29	Subjective health complaints	Severity, 4 categories: not at all to serious; duration: number of days	Past month	General population
SOMS-7	53	Intervention effects in somatoform disorders	5 Categories: not at all to very severe	Past week	Primary care patients
SSEQ^a	15	Psychological processes in somatoform disorder	6 Categories from never to always	Usually	Psychosomatic inpatients
SSI	35	Somatization	Yes/no	Lifetime	Primary care patients
SSS-8^a	8	Presence and severity of somatic symptoms	5 Categories from not at all to very much	Past 7 days	General population
SQ-48	7	Somatization	5 Categories: never to very often	Past week	Clinical and nonclinical population
Swartz	11	Symptoms that potentially predict a diagnosis of DID/DSM-3 somatization disorder	Yes/no	Lifetime	General population
Syrian Symptom Checklist	19	Psychosomatic symptoms; diagnose individuals, follow-up treatment, evaluate treatment intervention	4 Categories: never to always	Past few weeks
WHO-SSD	12	Somatoform disorder	Yes/no	Past 6 months	General population
YSR	9	Somatic complaints	3 Categories: not true to very true or often true	Past 6 months	11- to 18-year-olds
Von Zerssen	24	Somatic complaints	4 Categories: not at all to strong

Note. 4 DSQ = Four-Dimensional Symptom Questionnaire (Terluin et al., 2006); ASR = Adult Self-Report (Achenbach & Rescorla, 2003); BDS Checklist = Bodily Distress Syndrome Checklist (Budtz-Lilly, Fink, Ørnbøl, Christensen, & Rosendal, 2015); BSI = Bradford Somatic Inventory (Mumford, 1989; Mumford et al., 1991); BSI-18 SOM = Brief Symptom Inventory 18-item version somatization scale (Galdón et al., 2008); BSI-53 SOM = Brief Symptom Inventory 53-item version somatization scale (Derogatis & Melisaratos, 1983); BSS = Brief Symptom Screen (Ritchie et al., 2013); Cambodian SSI = Cambodian Somatic Symptom and Syndrome Inventory (Hinton, Kredlow, Bui, Pollack, & Hofmann, 2012); C-PSC = Children’s Psychosomatic Symptom Checklist (Garber, Walker, & Zeman, 1991; Wisniewski, Naglieri, & Mulick, 1988); CSI = Children’s Somatization Inventory (Walker, Garber, & Greene 1991); FBL = Freiburger Beschwerden Liste (Freiburg Complaint List, Fahrenberg, 1995); GBB-24 = Giessener Beschwerdebogen (Giessen Subjective Complaints List; Brähler, Schumaner, & Brähler, 2000); GSL = Goldberg Symptom List (Herman & Lester, 1994); Health-49 = Hamburger Module zur Erfassung allgemeiner Aspekte psychosocialer Gesundheit fur die therpeutische Praxis (Hamburger modules to measure general aspects of psychosocial health for therapeutic praxis; Rabung et al., 2009); ICD-10 Symptom List = International Classification of Diseases–10 Symptom List (Khoo, Mathers, McCarthy, & Low, 2012; WHO, 1993); Kellner’s SQ = Kellner’s Symptom Questionnaire (Kellner, 1987); Malaise Inventory (Rodgers, Pickles, Power, Collishaw, & Maughan, 1999); Manu, Lane, Matthews, and Escobar (1989); MSPQ = Modified Somatic Perception Questionnaire (Main, 1993); NSS = Nonspecific Symptom Screen (Srinivasan & Suresh, 1991); PHQ = Physical Health Questionnaire (Schat, Kelloway, & Desmarais, 2005; Spence, Helmreich, & Pred, 1987); PHQ-15 = Patient Health Questionnaire (Kroenke, Spitzer, deGruy, & Swindle, 1998; Kroenke, Spitzer, & Williams, 2002); PILL = Pennebaker Inventory of Limbic Languidness (Pennebaker, 1982); PSC-17 = Psychosomatic Symptom Checklist (Attanasio, Andrasik, Blanchard, & Arena, 1984); PSC-51 = Physical Symptom Checklist (de Waal, Arnold, Spinhoven, Eekhof, & van Hemert, 2005); PSS = Upitnika Psihosomatskih Simptoma (Psychosomatic Symptoms Questionnaire; Vulić-Prtorić, 2005); PVPS = Phan Vietnamese Psychiatric Scale (Nettleton, 2006); QUISS = the Quantification Inventory for Somatoform Syndromes (Wedekind, Bandelow, Fentzzahn, Trümper, & Rüther, 2007); RPSQ = Recent Physical Symptoms Questionnaire (MacLean, Palsson, Turner, & Whitehead., 2012); R-SOMS-2 = Revised Screening for Somatoform Symptoms (Fabiao, Silva, Barbosa, Fleming, & Rief, 2010); SCI = Somatic Symptom Checklist Instrument (Bohman et al., 2012); SCL = Somatic Complaint List (Jellesma, Rieffe, & Terwogt, 2007); SCL-90 SOM = Symptom Checklist 90-item version somatization scale (Derogatis, Lipman, Rickels, Uhlenhuth, & Covi, 1974); SEPS: Schedule for Evaluating Persistent Symptoms (Tyrer et al., 2012); SSEQ = Somatic Symptoms Experiences Questionnaire (Herzog et al., 2014); SSS-8 = the Somatic Symptom Scale–8 (Gierk et al., 2014); SHC = Subjective Health Complaints Inventory (Ursin, Endresen, & Ursin, 1988); SOMS-7 = Screening for Somatoform Symptoms (Rief & Hiller, 2003, 2008); SSC = Syrian Symptom Checklist (Rudwan, 2000); SSI = Somatic Symptom Index; SQ-48 = Symptom Questionnaire 48 (Carlier, Schulte-van Maaren, Wardenaar, & Zitmann, 2012); WHO-SSD = World Health Organization (WHO)—Screener for Somatoform Disorders (Phillips, Fallon, & King, 2008); YSR = Youth Self-Report (Gledhill & Garralda, 2006); Von Zerssen (Ladwig, Marten-Mittag, Lacruz, Henningsen, & Creed, 2010); IBS = irritable bowel syndrome.

Lists derived from literature search after October 2012 are bold.

Evaluation of Questionnaires

Table 3 shows all questionnaires identified. While 8 out of 46 (17%) questionnaires have normative data for older persons, only the Brief Symptom Screen (BSS) was specifically validated in an older sample. The additional questionnaire-specific searches in PubMed, EMBASE, and PsycINFO revealed that only 20 out of 46 (43%) questionnaires were ever used in an older population.

Table 3.

The 46 Somatic Screening Lists and Their Properties for the Old Aged.

Questionnaire	Overlapping items between symptom questionnaire and geriatric syndrome	Proportion, n/N (%), of items overlapping with commonly geriatric syndromes or items that are not applicable for the old aged	Normative data for older persons	Older adults included in the study
4 DSQ	Dizziness or light-headed (gait and balance)Painful muscles (osteoporosis)Neck pain (osteoporosis)Back pain (osteoporosis)Blurred vision (visual impairment)	5/16 (31)	—	Koorevaar, Terluin, van ‘t Riet, Madden, and Bulstra (2016): n = 200; age = 15-85, shoulder patients
ASR	I feel dizzy or light headed (gait and balance)Problems with eyes (visual impairment)	2/11 (18)	—	—
BDS Checklist	Pain in arms or legs (osteoporosis)Muscular aches or pain (osteoporosis)Pain in the joints (osteoporosis)Excessive fatigue (malnutrition/mood disorder)Impairment of memory (cognitive impairment)Dizziness (gait and balance)	6/25 (24)	—	Budtz-Lilly et al. (2015): n = 1,356; age = 18-95; primary care patientsBudtz-Lilly et al. (2015): n = 2,480; age = 26-71; primary care patients
BSI-18 SOM	Faintness or dizziness (gait and balance)	1/6 (17)	—	Asner-Self, Schreiber, and Marotta (2006): n = 100; age = 18-80; American volunteersTanji et al. (2008): n = 96; age = 57-75; patients with morbus Parkinson and their spousesPetkus, Gum, King-Kallimanis, and Wetherell (2009): n = 136; trauma exposed older adultsWetherell et al. (2010): n = 54; age = 70-78; patients with generalized anxiety disorderCampo, Agarwal, LaStayo, O’Connor, and Pappas (2014): n = 40; age = 58-93; prostrate cancer survivorsCohen (2014): n = 321; aged > 60; cancer patientsRussell et al. (2015): n = 152; mean age = 64; colorectal cancer survivors
BSI-53 SOM	Faintness or dizziness (gait and balance)	1/7 (14)	Hale, Hinz, and Brähler (1984): n = 498; mean age = 74; comparison between adults and older adultsHale and Cochran (1992): n = 220; age > 65; comparison between four age cohortsChester (2001): n = 498; age > 65; raw score means for independent living older adults	Ritsner, Ponizovsky, Kurs, and Modai (2000): n = 996; age = 18-87; Jewish immigrantsPietrzak et al. (2005): n = 48; age = 60+; patients with pathological gamblingPietrzak (2006), n = 21; age = 60+; patients with pathological gamblingZweig and Türkel (2007): n = 129; age = 63-87; community dwelling elderlyKlein, Lezotte, Heltshe, Fauerbach, and Holavanahalli (2011): n = 737; age 55+; patient with brain injuryvan Noorden et al. (2012): n = 892; MUS patients referred to geriatric outpatient psychiatryVideler, Rossi, Schoevaars, van der Feltz-Cornelis, and van Alphen (2014): n = 31; age = 60-78; patients with personality disorderPereira, Martins, Alves, and Canavarro (2014): n = 185; aged 50+; HIV-infected patientsDijk, Voshaar, Lucassen, Comijs, and Hanssen (2015): n = 153; age = 60+; patients with MUSAndersen et al. (2015): n = 1,000; age 60+; patients with alcohol use disorder
BSI	Have you had pain or tension in your neck and shoulder? (osteoporosis)Has there been darkness or mist in front of your eyes (visual impairment)Have you felt aches or pains all over the body? (osteoporosis)Have you been feeling tired, even if you are not working? (mood disorder)Pain in your legs (osteoporosis)Dizzy (gait and balance)	6/44 (14)	—	Saeed, Mubbashar, Dogar, Mumford, and Mubbashar (2001): n = 664; age = 18-80; Rural community in PakistanKahn and Taj (2011): n = 200; age = 18-80; migrated Pakistan men and women
BSS	Feeling tired (mood disorder)Balance dizziness (gait and balance)Daily pain (osteoporosis)Poor appetite (mood disorder)Anhedonia (mood disorder)	5/10 (50)	Ritchie et al. (2013): n = 1,000; age = 65+; community dwelling older adults in Alabama	—
Cambodian SSI	Dizziness (gait and balance)Standing up and feeling dizzy (gait and balance)Blurred vision (visual impairment)Tinnitus (hearing impairment)Neck soreness (osteoporosis)Sore arms and legs (osteoporosis)Poor appetite (mood disorder)	7/23 (30)	—	Friborg et al. (2007): n = 61.320; age = 45-74; patients with orapharyngeal carcinomas
C-PSC	Backaches (osteoporosis)Sad (mood disorder)Feel stiff all over (osteoporosis)Feel dizzy (gait and balance)Eye pain when reading (visual impairment)	5/12 (42)	—	—
CSI	Blindness (visual impairment)Fainting (gait and balance)Memory loss (cognitive impairment)Blurred vision (visual impairment)Deafness (hearing impairment)Dizziness (gait and balance)Pain in arms and legs (osteoporosis)Pain in joints (osteoporosis)Back pain (osteoporosis)Trouble walking (gait and balance)Low energy (malnutrition, mood disorder)	11/36 (31)	—	—
FBL	Ermuden Sie schnell (mood disorder)Haben Sie appetitmangel (mood disorder, malnutrition)Schachegefuhl (malnutrition)Mattigkeit (malnutrition)Nackenschmerzen (osteoporosis)Schulterschmerzen (osteoporosis)Kreuzschmerzen (osteoporosis)Schmerzenin den Armen (osteoporosis)Schmerzen in den Beinen (osteoporosis)	9/78 (12)	Fahrenberg (1995): n = 2,070; age > 70; general population	—
GBB-24	Gliederschmerzen (osteoporosis)Ruckenschmerzen (osteoporosis)Nackenschmerzen (osteoporosis)Mudigkeit (mood disorder)	4/24 (17)	Gunzelmann, Goldstein, Sirockman, and Green (1996): n = 764; age > 60; general population	Gunzelmann, Goldstein, Sirockman, and Green (2002): n = 593; age > 60; general populationGunzelmann, Hinz, and Brähler (2006): n = 630; age = 61-95; GBB-24 used as construct validity instrument with Nottingham Health ProfileStankuniene et al. (2012): n = 624; age = 60-84; general populationCsoff, Macassa, and Lindert (2010): n = 593; age = 60-84; immigrants GermanyValdearenas, Torres-Gonzalez, de Dios Luna, and Cervilla (2012): n = 562; age = 60-84; nondemented community-dwelling elderlyStankunas et al. (2013): n = 4,467; age = 60-84; association between somatic complaints and educational level
GSL	Lower back pain (osteoporosis)Fatigue (mood disorder)Angry feelings (mood disorder)Sleep onset insomnia (mood disorder)Worrisome thoughts (mood disorder)Early morning awakenings (mood disorder)Loss of appetite (mood disorder)Neck, shoulder muscle aches (osteoporosis)Periods of depression (mood disorder)	9/37 (24)	—	—
Health-49	Sadness (mood disorder)Back pain (osteoporosis)Thoughts that you would rather be dead (mood disorder)Lack of interest (mood disorder)Pain in muscles or joints (osteoporosis)Feeling of hopelessness (mood disorder)	6/7 (86)	—	Rabung et al. (2009): n = 1,548; clinical samples; n = 5,630 primary care patients; all ages
ICD-10 Symptom list	Pain in the limbs, extremities, or joints (osteoporosis)	1/14 (7)	—	Schafer, Hansen, Schon, Hofels, and Altiner (2012): n = 50,786; age > 70; primary careCallixte et al. (2015): n = 187; age > 60; neurological patients
Kellner’s SQ	Poor appetite (mood disorder)Muscle pain (osteoporosis)	2/17 (12)	—	Ricceri, Del Basso, Tomba, Offidani, and Prignano (2014): n = 70; all ages; psoriasis patients
Malaise Inventory	Backache (osteoporosis)Tired (mood disorder)Depressed (mood disorder)Early waking (mood disorder)Poor appetite (mood/malnutrition)	5/8 (63)	—	Quine and Charnley (1987): n = 226; age unknown, but carers for elderly > 65 (often elderly themselves)Grant, Nolan, and Ellis (1990): n = 125; age unknown, spouses caring of partner aging 65 or older
Manu	Blurred vision (visual impairment)	1/5 (20)	—	—
MSPQ	Dizziness (gait and balance)Blurred vision (visual impairment)Muscles in neck aching (osteoporosis)	3/13 (23)	—	Staerkle et al. (2004): n = 388; age = 18-87; low back pain patientsRoh et al. (2008): n = 111; age = 45-83; Parkinson patientsDonaldson et al. (2011): n = unknown; age = 55-75; patients with neck and low back painHavakeshian and Mannion (2013): n = 159; mean age 65; spinal surgery patients
NSS	Forgetfulness (cognitive impairment)Giddiness/dizziness (gait and balance)General aches and pain (osteoporosis)Fatigability (malnutrition)Feeling weak (malnutrition)	5/6 (83)	—	—
Othmer and DeSouza	Amnesia (cognitive impairment)Painful extremities (osteoporosis)Blindness (visual impairment)Dysmenorrhea	4/7 (58)	—	—
PHQ	Difficulty getting to sleep (mood disorder)Woken up during the night (mood disorder)How often has your sleep been peaceful and disturbed (mood disorder)	3/14 (21)	—	—
PHQ-15	Back pain (osteoporosis)Pain in your arms, legs, or joints (osteoporosis)Dizziness (gait and balance)Feeling tired or having low energy (mood disorder/malnutrition)Menstrual cramps or other problems with your periods	5/15 (33)	Nordin, Palmquist, and Nordin (2013): Swedish population apart norms for ages 70 to 79	Sloane, Hartman, and Mitchell (1994): n = 65; age > 60; patients with chronic dizzinessSha et al. (2005): n = 3,498; age > 60; validity of symptoms in predicting hospitalization and mortalityMontalban, Comas, and Garcia-Garcia (2010): n = 3,362; age = 18-90; outpatient psychiatric patientsJeong et al. (2014): n = 2,100; age > 60; relationship somatic symptoms—depressionQian, Rem, Yu, He, and Li (2014): n = 1,329; age = 37-71; general hospital
PILL	Ringing in ears (hearing impairment)Back pain (osteoporosis)Dizziness (gait and balance)Stiff joints (osteoporosis)	4/54 (7)	—	Graham, Balard, and Pak (1997): n = 109; 52% age > 65; informal carers for dementia patients
PSC-17	Fatigue (malnutrition, mood disorder)Backaches (osteoporosis)Depression (mood disorder)General stiffness (osteoporosis)Dizziness (gait and balance)	5/17 (29)	—	—
PSC-51	Feeling tired or having low energy (malnutrition/mood disorder)Easily fatigued without exertion (mood disorder)Dizziness (gait and balance)Forgetfulness (cognitive impairment)Muscle aches or soreness osteoporosis)Deafness (hearing impairment)Double vision or blurred vision (visual impairment)Blindness (visual impairment)Loss of appetite (mood disorder)Weight loss (malnutrition)Joint pain (osteoporosis)Back pain (osteoporosis)	12/51 (24)	—	—
PSS	Dizziness (gait and balance)Pain in the back (osteoporosis)Lack of energy (mood disorder)Pain in joints (osteoporosis)Pain in arms and legs (osteoporosis)Loss of balance (gait and balance)Double vision (visual impairment)Blurred vision (visual impairment)Sudden loss of vision (visual impairment)Sudden loss of hearing (hearing impairment)Sudden loss of memory (cognitive impairment)Loss of appetite (mood disorder/malnutrition)	12/35 (34)	—	—
PVPS	Dizzy spells (gait and balance)Tired eyes, sore eyes, or flashy lights (visual impairment)Worn out or low in energy (mood disorder/malnutrition)Painful joints (osteoporosis)Increasingly tired day after day (mood disorder)	5/14 (36)	—	Phan (2004): n = 180; age = 16-75; primary care
QUISS-P	Back pain (osteoporosis)Pain in arms or legs (osteoporosis)Pain in the joints (osteoporosis)Loss of memory (cognitive impairment)Disturbance in balance and coordination (gait and balance)Deafness (hearing impairment)Blindness (visual impairment)Tiredness (mood disorder)Loss of appetite (mood disorder)	9/18 (50)	—	Wedekind et al. (2007): n = 96; age = 18-75; inpatients and outpatients from psychiatric and psychosomatic hospitals
RPSQ	Dizziness (gait and balance)Back pain (osteoporosis)Muscles aches (osteoporosis)Poor appetite (mood disorders)Constant tiredness (mood disorder)	5/26 (19)	—	—
R-SOMS-2	Joint pain (osteoporosis)Pain in the arms/legs (osteoporosis)Impaired coordination in balance (gait and balance)Amnesia (cognitive impairment)Excessive tiredness (mood disorder)	5/29 (17)	—	—
SCI	Pain in arms and legs (gait and balance)Dizziness (gait and balance)Poor appetite (mood disorder)	3/22 (14)	—	—
SCL-11	Dizzy (gait and balance)Tired (mood disorder/malnutrition)Pain in arms and legs (osteoporosis)	3/11 (27)	—	—
SCL-90 SOM	Faintness or dizziness (gait and balance)Pain in lower back (osteoporosis)Soreness of your muscle (osteoporosis)	3/12 (25)	Creed et al. (2011): n = 44; age = 66-96; geriatric adult population	Hassel et al. (2007), n = 125; age = 60+; the correlation between OHRQoL and somatization older patients from primary geriatric medical hospital
SEPS	—	0/9 (0)	—	—
SHC	Shoulder pain (osteoporosis)Neck pain (osteoporosis)Upper back pain (osteoporosis)Arm pain (osteoporosis)Low back pain (osteoporosis)Sadness/depression (mood disorder)Tiredness (mood disorder)Dizziness (gait and balance)	8/29 (28)	Thygesen, Lindstrom, Saevareid, and Engedal (2009): n = 242; age > 75 >; older adults; community dwelling and receiving in home care	Lhiebaek, Eriksen, and Ursin (2002): n = 1,240; age = 15-84; general population
SOMS-7	Back pain (osteoporosis)Joint pain (osteoporosis)Pain in the legs and arms (osteoporosis)Loss of appetite (mood disorder/malnutrition)Impaired coordination of balance (gait and balance)Double vision (visual impairment)Blindness (visual impairment)Deafness (hearing impairment)Amnesia (cognitive impairment)Painful menstruation Irregular menstruation Excessive menstrual bleeding Frequent vomiting during pregnancy	13/53 (25)	—	Sack, Boroske-Leiner, and Lahmann (2010): n = 240; age = 18-74; outpatients of the department for psychosomatic medicine and psychotherapy in GermanyKliem et al. (2014): n = 2,434; age = 14-84; general population
SSEQ	—	0/15 (0)	—	—
SSI	Pain in the extremities(osteoporosis)Back pain (osteoporosis)Joint pain (osteoporosis)Amnesia (cognitive impairment)Deafness (hearing impairment)Double vision (visual impairment)Blurred vision (visual impairment)Blindness (visual impairment)Fainting of loss of consciousness (gait and balance)Painful menstruation Irregular menstrual periods Excessive menstrual bleeding Vomiting throughout pregnancy	13/35 (37)	—	—
SSS-8	Back pain, (osteoporosis)Pain in arms/legs or joints (osteoporosis)Dizziness (gait and balance)Feeling tired (mood disorder) or low energy (malnutrition loss of weight)	4/8 (50)	Gierk et al. (2014): n = 190; age = 14-91 (normgroup > 79); general population	—
SQ-48	I felt dizzy or lightheaded (gait and balance)	1/7 (14)	—	—
Swartz	Dizziness (gait and balance)Pain in extremities (osteoporosis)	2/11 (20)	—	Swartz et al. (1986): n = 900; age > 60; general population
Syrian Symptom Checklist	I feel dizzy (gait and balance)I suffer tiredness (mood disorder)I feel fatigued (mood disorder)I feel exhausted (mood disorder)I feel lethargic (mood disorder)	5/19 (26)	—	—
WHO-SSD	Back pain (osteoporosis)Dizziness (gait and balance)Feelings of muscles and aches (osteoporosis)Persistent fatigue after minor mental or physical effort (mood disorder)Irregular menstrual periods Excessive menstrual bleeding	6/12 (50)	—	—
YSR	I feel dizzy (gait and balance)I feel tired (mood disorder)Aches or pain (osteoporosis)Problems with eyes (visual impairment)	4/9 (44)	—	—
Von Zerssen	Kreuz oder Ruckenschmerzen (osteoporosis)Swindelgefuhl (gait and balance)Nacken oder Schulterschmerzen (osteoporosis)Gewichtsafnehme (malnutrition)	4/24 (17)	—	—

Note. 4 DSQ = Four-Dimensional Symptom Questionnaire; ASR = Adult Self-Report; BDS Checklist = Bodily Distress Syndrome Checklist; BSI = Bradford Somatic Inventory; BSI-18 SOM = Brief Symptom Inventory 18-item version somatization scale; BSI-53 SOM = Brief Symptom Inventory 53-item version somatization scale; BSS = Brief Symptom Screen; Cambodian SSI = Cambodian Somatic Symptom and Syndrome Inventory; C-PSC = Children’s Psychosomatic Symptom Checklist; CSI = Children’s Somatization Inventory; FBL = Freiburger Beschwerden Liste (Freiburg Complaint List); GBB-24 = Giessener Beschwerdebogen (Giessen Subjective Complaints List); GSL = Goldberg Symptom List; Health-49 = Hamburger Module zur Erfassung allgemeiner Aspekte psychosocialer Gesundheit fur die therpeutische Praxis (Hamburger modules to measure general aspects of psychosocial health for therapeutic praxis); ICD-10 Symptom List = International Classification of Diseases–10 Symptom List; Kellner’s SQ = Kellner’s Symptom Questionnaire; MSPQ = Modified Somatic Perception Questionnaire; NSS = Nonspecific Symptom Screen; PHQ = Physical Health Questionnaire; PHQ-15 = Patient Health Questionnaire; PILL = Pennebaker Inventory of Limbic Languidness; PSC-17 = Psychosomatic Symptom Checklist; PSC-51 = Physical Symptom Checklist; PSS = Upitnika Psihosomatskih Simptoma (Psychosomatic Symptoms Questionnaire); PVPS = Phan Vietnamese Psychiatric Scale; QUISS = the Quantification Inventory for Somatoform Syndromes; RPSQ; Recent Physical Symptoms Questionnaire; R-SOMS-2 = Revised Screening for Somatoform Symptoms; SCI = Somatic Symptom Checklist Instrument; SCL = Somatic Complaint List; SCL-90 SOM = Symptom Checklist 90-item version somatization scale; SEPS = Schedule for Evaluating Persistent Symptoms; SSEQ = Somatic Symptoms Experiences Questionnaire; SSS-8 = the Somatic Symptom Scale–8; SHC = Subjective Health Complaints Inventory; SOMS-7 = Screening for Somatoform Symptoms; SSC = Syrian Symptom Checklist; SSI = Somatic Symptom Index; SQ-48 = Symptom Questionnaire 48; WHO-SSD = WHO–Screener for Somatoform Disorders; YSR = Youth Self-Report. Items in the symptom list who are not applicable for the old age are in italics. Lists derived from literature search after October 2012 are in bold.

The identification of items overlapping with common geriatric syndromes revealed that all items identified by the first rater (first author) were also identified by the second rater (fourth author). Discrepancies could be clustered in three groups. The first group of items included fatigue, tiredness, loss of energy, and feeling weak; the second group of items loss of appetite and weight loss; and finally the third group (an individual item) was insomnia (sleep onset). The third rater (last author) concluded that these symptoms could all be classified as somatic symptoms of depression and therefore overlap with depression. Taken this decision into account, the median proportion of items overlapping with common geriatric syndromes, plus the number of items not applicable for old age, was 25%. The variability between questionnaire was large, with a range from 0% for the Schedule for Evaluating Persistent Symptoms (SEPS) through as high as 87% for the Health-49. For the PHQ-15, SCL-90 SOM, and SCL-53 SOM, these percentages were 33%, 25%, and 14%, respectively.

Discussion

The PHQ-15 and the SCL-90/BSI-53 SOM both had low correlations with the severity of health anxiety among MUS patients, while neither the PHQ-15 nor the SCL-90/BSI-53 SOM correlated with the presence of a somatoform disorder according to DSM-IV-TR criteria. These findings did not match with our expectations of a moderate to high correlation between both symptom scales and both proxies of somatization. Even more important to note, the PHQ-15 and the SCL-90/BSI-53 SOM were both correlated with measures of somatic disease burden with an effect size comparable to their association with health anxiety. Although the findings with respect to the PHQ-15 need replication in a larger sample, collectively, these findings indicate that both scales do not perform well as indices of somatization in older persons.

An update of the literature search conducted by Zijlema et al. (2013) resulted in five additional self-report somatic screenings lists, namely the BSS (Ritchie et al., 2013), the Quantification Inventory for Somatoform Syndromes (Wedekind et al., 2007), the SEPS (Tyrer et al., 2012), the Somatic Symptoms Experiences Questionnaire (SSEQ; Herzog et al., 2014), and the Somatic Symptom Scale–8 (Gierk et al., 2014).

Less than half (20 out of 46, 43%) of these 46 scales have been administered in studies with exclusively or a substantial number of older adults. Of these studies, the BSI-18 SOM (Galdón et al., 2008), the BSI-53 SOM (Derogatis & Melisaratos, 1983), the Giessener Beschwerdebogen (Brähler et al., 2000), the Modified Somatic Perception Questionnaire (Main, 1983), and the PHQ-15-item version (PHQ-15; Kocalevent et al., 2013) have been applied in more than two studies (see Table 3). As pointed out below, these questionnaires, however, do not have the most optimal characteristics for an older population.

Of the 46 questionnaires, only the BSS has been validated for older adults (Ritchie et al., 2013). Nonetheless, the aim of the BSS was to evaluate overall symptom load in older adult populations in order to estimate illness burden and distress, so not necessarily somatization. Since especially symptoms related to common chronic conditions are included, it may more or less result in a symptom count relevant for the A-criterion of somatic symptom disorder in DSM-5 (American Psychiatric Association, 2013). As 50% of the items overlap with common geriatric syndromes, the BSS is not a good (severity) indicator of possible MUS or somatization in later life.

For eight questionnaires (8 out of 46, 17%), normative data for older persons are available, that is, the BSI-53 SOM, BSS, Freiburg Complaint List (FBL; Fahrenberg, 1995), Giessener Beschwerdebogen, PHQ-15, SCL-90 SOM, Subjective Health Complaints Inventory (Ursin, Endresen, & Ursin, 1988), and the Somatic Symptom Scale–8. Therefore, future results based on any of these scales can be interpreted in the context of scores derived from another geriatric population.

With respect to overlap with common geriatric syndromes, we cannot give a cutoff value above which a specific list should be discouraged to use in geriatric population. The findings of Objective 1 suggests that even a low proportion of overlap may already be too much (i.e., 14%, 25%, and 33% for the BSI-53 SOM, SCL-90 SOM, and PHQ-15, respectively). Of the eight scales with normative data of a geriatric population, only one scale, the FBL has less than 14% of their items overlapping with symptoms of common geriatric syndromes. Since all questionnaires that use symptom counts to measure the level of somatization, we advise to only use these questionnaires in older population when adjustment for the common geriatric syndromes is possible.

Our review identified two scales without any overlap with common geriatric syndromes, that is, the SEPS and the SSEQ. Both scales focus on subjective experiences related to somatic symptoms instead of the symptoms themselves. Unfortunately, none of these scales have normative data for older age groups.

Previously, the PHQ-15 and SCL-90 SOM have been identified as most suitable self-report somatic symptom questionnaires to be used in large-scale studies, because they have been extensively validated, are relatively short, easy to use, and of little burden to participants (Zijlema et al., 2013). Our findings, however, show that the PHQ-15 and the SCL-90 SOM considerably overlap with common geriatric symptoms and probably overestimate the level of somatization in older persons. Recently, somatic symptom count (based on the PHQ-15, added with 10 items on specific neurological symptoms and 5 on mental state) hardly differentiated between patients with (n = 1,144) and without (n = 2,637) MUS referred to an outpatient neurology clinic (Carson, Stone, Hansen, Duncan, & Cavanagh, 2015). Therefore, these questionnaires should only be used when adjustment for MES or common geriatric syndromes is possible.

Some methodological comments, however, need to be made. First of all, many recommendations have been given to increase validity and reliability when designing self-report questionnaires for older adults. Examples of these recommendations include the avoidance of reverse-scored items, a short questionnaire with preferably short, easy to understand items (to avoid fatigue of the participant), a dichotomized response scale (e.g., yes/no), and short reference period (time window) to avoid recall bias (e.g., Green, Goldstein, Sirockman, & Green, 1993; Johnco, Knight, Tadic, & Wuthrich, 2015; Pachana et al., 2007; Yesavage et al., 1983). To our knowledge, none of these recommendations have been empirically tested in order to show that adapting a questionnaire will indeed increase the validity of reliability when applied in older samples. Moreover, many studies, even among frail elderly, generally use several scales together without (reporting) any problems (e.g., Collard, Comijs, Naarding, & Oude Voshaar, 2014; Hanssen et al., 2016). Also, in clinical practice, older patients often have difficulty in making a dichotomous, often black or white choice. And finally, a short reference period seems less applicable for the often, chronic somatic symptoms related to somatization. Nonetheless, although the scientific merits of these criteria have to be established, they may be relevant when choosing a list for a specific study (e.g., as short as possible being a secondary outcome measure). Therefore, these characteristics have been summarized in Table 2.

Second, we focused on self-report questionnaires being most relevant to apply in research studies, acknowledging limited resources being at odds with sample size needs. Moreover, self-report questionnaires are also relevant in later life to get unbiased information about the complaints by minimizing the influence of formal and informal caregivers, often involved with older adults with physical complaints. On the other hand, older persons are more inclined than their younger counterparts to give socially desirable answers (e.g., Saeed et al., 2001).

Third, the validity of all questionnaires can be questioned as no gold standard exists for the measurement of explained and unexplained physical symptoms (especially not in later life). As the agreement between geriatricians whether a physical symptom is explained, partly explained or fully explained is quite high (Benraad et al., 2013), this could be considered as gold standard in future cross-validation studies in old-age samples.

To conclude, our review does not allow to give a simple advice which scale is most optimal to administer in studies in old age. This implies that the field is served by more studies cross-validating these questionnaires in an older population. Depending on the exact research question, however, specific choices can be made. In case overestimation of somatization should be excluded, the SEPS or SSEQ can be used (although both questionnaires are not validated in an older sample yet). These questionnaires, however, do not simply count symptoms, but rely on subjective experiences about physical symptoms. When symptom counts are needed as indication for possible somatization, the FBL emerges as the most optimal questionnaire when simply based on our criteria of the presence of normative data and a low percentage of overlap with common geriatric syndromes. Nonetheless, to our knowledge this questionnaire is only available in the German language and has as much as 78 items. For pragmatic reasons, therefore, one has to rely on less optimal alternatives, which are all provided by the present review. We present our recommendations for most optimal choices below, given the research objective.

Recommended for population-based cohort studies, especially when a broad age range is included (i.e., younger and older persons):

• Somatization subscale Symptom Checklist 90-item version^a

• Patient Health Questionnaire^a

Recommended for screening in primary care (based on lowest level of overlap with somatic diseases and availability for older patients):

1. Freiburger Beschwerden Liste/Freiburg Complaint List

2. Somatization subscale Brief Symptom Inventory 53-item version

Recommended for treatment monitoring (emphasis on subjective experiences):

1. Schedule for Evaluating Persistent Symptoms

2. Somatic Symptoms Experiences Questionnaire

Adjustment for the common geriatric syndromes is necessary to make age-related comparisons.

Footnotes

Declaration of Conflicting Interests

The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.

Funding

The author(s) received no financial support for the research, authorship, and/or publication of this article.

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Assessment of Somatization and Medically Unexplained Symptoms in Later Life

Abstract

Keywords

Introduction

Method

Empirical Tests of the PHQ-15 and SCL-90 SOM

Update and Extension of the Systematic Review by Zijlema et al. (2013)

Search Strategy

Screening and Selection Procedures

Data Extraction

Instrument Evaluation

Results

Empirical Tests of the PHQ-15 and SCL-90 SOM

Update and Extension of the Systematic Review

Evaluation of Questionnaires

Discussion

Footnotes

Declaration of Conflicting Interests

Funding

References