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Original article 23 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 Limitations of the difference between clinic and daytime blood pressure as a surrogate measure of the ‘white-coat’ effect Gianfranco Paratia,b, Stefano Ombonib, Jan Staessenc, Lutgarde Thijsc, Robert Fagardc, Luisa Uliana, Giuseppe Manciad,a on behalf of the Syst-Eur investigators Background The difference between clinic and ambulatory average daytime blood pressures is frequently taken as a surrogate measure of the ‘whitecoat effect’ (i.e. the pressor reaction triggered in the patient by the physician’s visit). Objective To assess the reproducibility of this difference and its relationship with clinic and average ambulatory daytime blood pressure levels. Design and methods These issues were addressed with two large groups of subjects in whom both clinic and ambulatory blood pressures were measured, namely 783 outpatients with systolic and diastolic essential hypertension [Group 1, aged 50.8 ± 9.4 years (mean ± SD)], participating in standardized Italian trials of antihypertensive drugs, and 506 elderly patients (group 2, age 71 ± 7 years) with isolated systolic hypertension, participating in the European Syst-Eur trial. Results The clinic–daytime blood pressure difference for the essential systolic and diastolic hypertensive patients (group 1) was 13.6 ± 14.3 mmHg for systolic and 9.1 ± 8.6 mmHg for diastolic blood pressure (P always < 0.01). This difference for the elderly patients with isolated systolic hypertension (group 2) was 21.2 ± 16.0 mmHg for systolic and only 1.3 ± 10.2 mmHg for diastolic blood pressure (P < 0.01 and P < 0.05, respectively). In both studies little or no systematic clinic–daytime difference could be observed for heart rate. The reproducibility of the clinic–daytime blood pressure difference, tested for 108 essential systolic and diastolic hypertensive patients from group 1 and 128 isolated systolic hypertensives from group 2, was Introduction Ambulatory intra-arterial blood pressure monitoring has shown that blood pressure measurements by a doctor may induce an alerting reaction and thus an increase in the patient’s blood pressure and heart rate [1,2]. It is believed that this phenomenon (which is known as the ‘white-coat effect’) can lead to an erroneous diagnosis of hypertension or an inaccurate estimate of the response to antihyper0263-6352 © 1998 Rapid Science Ltd invariably lower than that both of daytime and of clinic blood pressure values. Finally, the clinic–daytime blood pressure difference was progressively higher for increasing levels of clinic blood pressure and progressively lower for higher levels of ambulatory daytime blood pressure. Conclusions Thus, the clinic–daytime blood pressure difference has a limited reproducibility; depends not only on clinic but also on daytime average blood pressure, which means that its size is a function of the blood pressure criteria employed for selection of the patients in a trial; and is never associated with a systematic clinic–daytime difference in heart rate, which further questions its use as a reliable surrogate measure of the true pressor response induced in the patient by the doctor’s visit. J Hypertens 16:23–29 © 1998 Rapid Science Ltd. Journal of Hypertension 1998, 16:23–29 Keywords: ambulatory blood pressure monitoring, alerting reaction, clinic blood pressure, hypertension, white-coat effect, blood pressure reproducibility d Cattedra di Medicina Interna, Ospedale S. Gerardo, Monza, University of Milan, aCentro di Fisiologia Clinica e Ipertensione, Ospedale Maggiore and University of Milan, bIstituto Scientifico Ospedale S. Luca, Fondazione Istituto Auxologico Italiano, Milan, Italy, and cUniversitaire Ziekenhuizen, Hypertension Unit, Gasthuisberg O&N, Leuven, Belgium. Requests for reprints to Dr Gianfranco Parati, Centro di Fisiologia Clinica e Ipertensione, Università di Milano, Ospedale Maggiore, Via F. Sforza 35, 20122 Milano, Italy. Received 6 June 1997 Revised 30 September 1997 Accepted 7 October 1997 tensive treatment [3–5] and that therefore its quantification is clinically useful. However, because intra-arterial blood pressure monitoring cannot be used on a large scale, in the clinical setting the quantification of the pressor effects of the doctor’s visit has generally been obtained indirectly by computing the difference between blood pressure values measured in the clinic environment and the daytime average blood pressure provided by non- 24 Journal of Hypertension 1998, Vol 16 No 1 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 invasive ambulatory blood pressure monitoring. Indeed, it is upon this difference that most hypotheses and conclusions on the prevalence and prognostic value of the ‘white-coat effect’ have been based [6–12]. In spite of its generalized use, few studies have been performed on the reproducibility of the difference between clinic and daytime average blood pressures [13]. Furthermore, the relationship between the magnitude of this surrogate measure of the ‘white-coat effect’ and the concomitant clinic and ambulatory blood pressure values (i.e. its dependence or independence with respect to the values from which it is derived) has never been examined systematically. Finally, no study has ever determined whether and to what extent differences between clinic and ambulatory systolic blood pressure, diastolic blood pressure and heart rate relate to each other, thereby reflecting in a consistent and reliable fashion the cardiovascular response to an alerting condition. In the present study we have addressed these issues in patients with systolic and diastolic essential hypertension and in old patients with isolated systolic hypertension. Methods Subjects and study design The present study included two different groups of patients. Group 1 consisted of 783 Caucasian patients of both sexes (476 men and 307 women) aged 18–78 years (mean ± SD 50.8 ± 9.4 years). The patients were seen in Italian outpatient clinics participating in multicentre trials on efficacy of antihypertensive drugs. Mild or moderate essential hypertension had been diagnosed in all of them, on the basis of their having a clinic diastolic blood pressure in the range 91–109 mmHg after a 3-week washout from previous antihypertensive treatment under placebo and a lack of a history or signs of cardiovascular complications and major end-organ damage. Patients were excluded from the study if they had diabetes mellitus, a body mass index > 30 kg/m2, atrial fibrillation or other major arrhythmias, a history of excessive alcohol consumption and major cardiovascular or non-cardiovascular diseases; and if they had previously been exposed to ambulatory blood pressure monitoring techniques. Group 2 consisted of 506 older patients (307 women and 199 men, aged more than 60 years, mean ± SD 70.1 ± 6.9 years) with isolated systolic hypertension who had been taking part in the Syst-Eur (Systolic Hypertension in Europe) Trial (i.e. the European outcome trial on antihypertensive treatment of older patients with isolated systolic hypertension [14,15]). Exclusion criteria for this group were a history of myocardial infarction or stroke incidence, retinopathy of degree II–IV, symptoms and signs of congestive heart failure, evidence of aortic dissecant aneurysms, major concomitant diseases (e.g. dementia) and poor compliance with the assigned treatment. The patients were recruited from outpatient clinics and general practices in some countries and from the general population in others. They were enrolled if, after a single-blind period of 3 months’ placebo, their clinic systolic blood pressure was in the range 160–219 mmHg, with a diastolic blood pressure below 95 mmHg. Measurements Blood pressure and heart rate were measured in the outpatient clinics by a doctor with the patient seated. Blood pressure was measured with a mercury sphygmomanometer, using Korotkoff phases I and V to identify systolic and diastolic values, respectively, except for a few patients from group 2, for whom Korotkoff phase V was substituted by phase IV. Heart rate was measured by the palpatory method as the frequency of consecutive pulse waves at the radial artery level for 30 s. For group 1 patients the averages of two measurements performed during the visit closest to the time when ambulatory blood pressure monitoring was performed (see below) were considered the baseline clinic blood pressure and heart rate values, whereas for patients from group 2 only one measurement per visit was performed. After the clinic blood pressure assessment, blood pressure and heart rate were also monitored for 24 h under ambulatory conditions by using non-invasive automatic devices for which validation had been achieved in previous studies either by making use of the comparison with ambulatory intra-arterial blood pressure recordings or by following the guidelines proposed by the American Association for the Advancement of Medical Instrumentations and by the British Hypertension Society [16–20]. These devices, which included SpaceLabs 90202 and 90207 monitors (SpaceLabs, Redmond, Washington, USA), the Takeda TM 2020/2420 monitors (A&D Company Ltd, Tokyo, Japan) and the Accutracker II monitor (Suntech Instruments, Raleigh, North Carolina, USA), were programmed to measure blood pressure and heart rate at 15–30 min intervals [15]. Data analysis Twenty-four-hour blood pressure recordings for the group 1 patients were excluded from analysis when blood pressure readings were not available for more than two consecutive hours, more than 20% of the expected readings were missing or more than 20% of the expected readings had been discarded by the device software on the basis of the following criteria: systolic blood pressure < diastolic blood pressure, systolic blood pressure > 260 mmHg or < 50 mmHg, diastolic blood pressure > 160 mmHg or < 40 mmHg, heart rate > 150 beats/min or < 40 beats/min and pulse pressure < 10% of systolic blood pressure [15]. Blood pressure recordings for group 2 patients were excluded from analysis only under the first two conditions mentioned above and when the timing of sleep and awakening was not known. All unedited values automatically recorded during the 24 h were considered for the analysis, on the basis of the observation that presently Clinic-daytime blood pressure difference and white-coat effect Parati et al. 25 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 available oscillometric blood pressure monitoring devices provide a very low number of identifiable artefactual measurements, whose removal does not produce appreciable changes in the daytime or 24 h average values [21]. We thus considered for the final analysis data from 783 patients from group 1 and 506 patients from group 2. Daytime and night-time periods were defined according to patients’ diaries. Average systolic blood pressures, diastolic blood pressures and heart rates were calculated for the 24 h, daytime and night-time periods. The difference between clinic and ambulatory average daytime blood pressures was computed by subtracting average daytime systolic blood pressure or diastolic blood pressure from the corresponding clinic values (‘surrogate’ white-coat effect, SWC). A similar calculation was carried out for heart rate. The reproducibilities of clinic and ambulatory blood pressure values and the reproducibility of their difference (SWC) were assessed by the Bland and Altman technique [22] for data from subgroups of 108 patients from group 1 [66 men and 42 women, aged 52.2 ± 8.2 years (mean ± SD)] and 128 patients from group 2 (51 men and 77 women, aged 71 ± 6.5 years), for whom clinic and 24 h ambulatory blood pressure measurements were repeated during placebo at 4-week intervals. This was done by calculating the mean differences between the two recordings, taking into account the sign of the difference (‘change’), and the repeatability coefficients, defined as twice the SD of the intra-individual differences between the two recordings. To allow comparisons between various measurements, these coefficients were expressed as percentages of the near-maximum variation in the recorded blood pressures (i.e. they were divided by four times the SD of average blood pressure obtained for the group at the time of the first recording and multiplied by 100). Values are expressed as means ± SD. Statistical analysis was performed by means of the SAS and the SPSS softwares [23,24]. The differences between clinic and daytime blood pressure and heart rate values were tested by Student’s t test. P < 0.05 was considered statistically significant. Results In Table 1 we report the average blood pressure and heart rate values obtained for the two groups of patients. For group 1 patients, systolic and diastolic average daytime blood pressure values were both markedly lower than the corresponding clinic values. In contrast, for group 2 patients, while daytime average systolic blood pressure was markedly less than clinic systolic blood pressure, the difference between daytime average and clinic diastolic blood pressure was very small. For both groups of patients the difference between clinic and daytime average heart rate values was also very small. Thus for group 1 patients a marked SWC was observed both for systolic and for diastolic blood pressure. For group 2 patients a SWC was present for systolic blood pressure and only to a minimal extent for diastolic blood pressure. For both groups little or no SWC was found for heart rate. In Table 2 we report the data obtained by testing the reproducibility of clinic and daytime average blood pressures, clinic and daytime average heart rate and the derived SWC. For systolic blood pressure the reproducibility was highest for the daytime average value, less for the clinic value and lowest for SWC. This was the case also for diastolic blood pressure. Heart rate reproducibility also tended to be greater for average daytime than it was for clinic blood pressures and was lowest for SWC. Clinic and daytime systolic and diastolic blood pressures both for group 1 and for group 2 patients displayed a significant relationship (Fig. 1). For group 1, SWC became more pronounced with the increase in clinic blood pressure but less pronounced with the increase in daytime blood pressure. This was the case both for systolic and for diastolic blood pressure (Figs 2, 3, upper panels). It was also the case for systolic SWC for patients from group 2 (Figs 2, 3, lower panels). In contrast, less clear relationships were found for this group for SWC based on diastolic blood pressure, whose clinic value was on average only 1.3 mmHg higher than daytime average diastolic blood pressure. Thus the surrogate measure of the whitecoat effect based on the difference between clinic and Clinic and ambulatory blood pressure and heart rate (pulse rate) values in untreated patients with systolic and diastolic hypertension (group 1) and with isolated systolic hypertension (group 2) Table 1 Systolic blood pressure (mmHg) Systolic and diastolic hypertension (group 1, n = 783) Clinic 160.2 ± 14.4 Daytime average 146.6 ± 14.5 Difference (clinic minus daytime) 13.6 ± 14.3** Isolated systolic hypertension (group 2, n = 506) Clinic 174.0 ± 13.8 Daytime average 152.8 ± 16.1 Difference (clinic minus daytime) 21.2 ± 16.0** Values are expressed as means ± SD. *P < 0.05, **P < 0.01. Diastolic blood pressure (mmHg) Heart rate (beats/min) 103.3 ± 4.9 94.1 ± 9.5 9.1 ± 8.6** 75.3 ± 8.6 77.3 ± 8.8 1.9 ± 9.2* 85.8 ± 7.9 84.5 ± 9.8 1.3 ± 10.2* 73.9 ± 10.6 74.0 ± 9.6 0.0 ± 9.9 26 Journal of Hypertension 1998, Vol 16 No 1 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 Reproducibility of clinic and ambulatory blood pressure and heart rate values for 108 subjects with systolic and diastolic hypertension (group 1) and 128 subjects with isolated systolic hypertension (group 2) Table 2 Systolic and diastolic hypertension (group 1, n = 108) Clinic Daytime average Difference (clinic minus daytime) Isolated systolic hypertension (group 2, n = 128) Clinic Daytime average Difference (clinic minus daytime) Systolic blood pressure (mmHg) Diastolic blood pressure (mmHg) Heart rate (beats/min) Change (mmHg) Repeatability (mmHg)/(%) Change (mmHg) Repeatability (mmHg)/(%) Change (beats/min) Repeatability (beats/min)/(%) −1.7 0.7 −2.4 27.6/49.3 19.6/36.3 34.2/62.0 −0.8 0.5 −1.3 19.9/63.8 13.4/36.0 23.4/61.6 −0.6 1.3 −2.0 14.4/45.0 12.8/43.8 17.6/54.3 −0.9 −2.5** +1.6 30.2/46.6 19.2/28.8 32.3/49.0 −1.0 −1.3* +0.3 15.0/40.8 13.2/30.0 18.2/43.9 0.5 −0.8 +1.3 17.7/42.5 11.3/29.8 19.4/58.0 Values are expressed as mean ± SD. ‘Change’ indicates the mean difference between two recordings, at 4 week intervals, taking into account the sign of the difference (a decrease indicated by ‘–’ and an increase by ‘+’). *P < 0.05; **P < 0.01. Fig. 1 Relationship between clinic and daytime blood pressures for 783 patients with mild or moderate essential hypertension (group 1, upper panels) and 506 elderly patients with isolated systolic hypertension (group 2, lower panels). Individual data for systolic blood pressure (SBP) and diastolic blood pressure (DBP) are shown separately. Continuous lines represent the identity and the discontinuous lines the regression lines for relationships between clinic and daytime blood pressure. daytime blood pressure by definition exhibits an opposite (and expected) dependence on these blood pressure values. Namely, it increases with an increase in clinic blood pressure, but it decreases with an increase in daytime blood pressure. Discussion Our results show that the surrogate measure of the whitecoat effect that is commonly used in the clinical setting (i.e. the difference between clinic and daytime average blood pressures) has a limited reproducibility. Moreover, our data provide evidence that it is characterized by other limitations. First, confirming previous data from a large population survey [25] both for the essential (group 1) and for the isolated systolic hypertensive patients (group 2) of the present study, clinic and daytime average blood pressures were positively related to each other. Namely, these two blood pressures exhibited a mutual interdependence, which means that their difference (i.e. the surrogate white-coat effect) cannot be measured in an entirely independent fashion. Second, whereas for group 1 patients the clinic–daytime difference was similar for Clinic-daytime blood pressure difference and white-coat effect Parati et al. 27 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 Fig. 2 Magnitude of the clinic–daytime difference in blood pressure plotted versus clinic blood pressure values. Individual data are shown separately for systolic blood pressure (SBP) and diastolic blood pressure (DBP) and for the groups with mild or moderate essential hypertension (group 1, upper panel) and isolated systolic hypertension (group 2, lower panels). Fig. 3 Magnitude of the clinic–daytime difference in blood pressure plotted versus average daytime blood pressure values. Individual data are shown separately for systolic blood pressure (SBP) and diastolic blood pressure (DBP) and for the groups with mild or moderate essential hypertension (group 1, upper panels) and isolated systolic hypertension (group 2, lower panels). J HYPERTENSION 16/1: Paper ID: 188 PARATI 28 Journal of Hypertension 1998, Vol 16 No 1 1111 2 3 4 5 6 7 8 9 1011 1 2 3 4 5 6 7 8 9 2011 1 2 3 4 5 6 7 8 9 3011 1 2 3 4 5 6 7 8 9 4011 1 2 3 4 5 6 7 8 9 5011 1 2 3 4 5 6 7111 systolic and diastolic blood pressures, for group 2 patients it was exceedingly large for systolic but virtually nonexistent for diastolic blood pressure. Furthermore, with both groups we consistently observed no difference between clinic and daytime heart rate values. Thus, the white-coat effect reflected by this surrogate measure varies enormously according to the haemodynamic variable considered. This is in striking disagreement with the results obtained by direct measurement of this phenomenon through ambulatory intra-arterial blood pressure monitoring, which showed it to be characterized by increases in systolic blood pressure, diastolic blood pressure and heart rate at all baseline blood pressures and ages [1,2]. Were they to reflect the white-coat effect precisely, differences between clinic and daytime data should thus always be detectable in all these variables. stimuli, exercise and, for the elderly, also blood-pressurelowering events such as maintaining an upright posture and digestion. The interpretation of the clinic–daytime blood pressure difference as a specific reflection of the white-coat effect is thus simplistic [13,31]. One might speculate that a closer correspondence between the true white-coat effect and the clinic–daytime blood pressure difference could be achieved by only using the daytime values occurring at the time around the clinic blood pressure measurements, which could make this difference more specific. This suggestion, however, which might make the clinic–daytime blood pressure differences even less reproducible, needs to be suitably tested in future studies. References Third, confirming and expanding on previous observations [25–30], for our essential and isolated systolic hypertensive patients the difference between clinic and daytime average blood pressures increased with the increase in clinic blood pressure. However, this difference also decreased with the increase in daytime average blood pressures (i.e. the greater the daytime average blood pressure the less the surrogate measure of the white-coat effect based on the clinic–daytime blood pressure difference). Because daytime blood pressure values are by definition not affected by the alerting reaction to the doctor’s visit, this is another argument against the utility of clinic–daytime blood pressure differences as an exclusive expression of the white-coat effect. An additional finding that should contribute to discouraging one from using the clinic–daytime blood pressure difference as a precise quantification of the white-coat effect is that a clear surrogate white-coat effect for diastolic blood pressure was evident only for the population of essential hypertensive patients selected because they had both an elevated systolic and an elevated diastolic blood pressure, but it was not evident for the population of isolated systolic hypertensive patients [25], selected because they had elevated systolic but normal diastolic blood pressures. 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