R. Roberge et al., Adjusting life expectancy to account for disability in a population: A comparison of three techniques, SOCIAL IND, 48(2), 1999, pp. 217-243
Sullivan (1971) first suggested weighting life expectancy (LE) to account f
or the health of a population using a single indicator. Known as disability
free life expectancy (DFLEs), this measure was somewhat limited due to a o
verly simplistic weighting scheme. Its introduction, however, spurred the d
evelopment of a whole new class of measures known as health expectancy indi
cators. One of the first, disability-adjusted life expectancy (DALEs) (Wilk
ins and Adams, 1983), identified the period of time in a particular level o
f disability and weighted each level accordingly. While the weighting allow
ed for a health related quality-of-life distinction to be introduced into t
he DALE measure, the weights, by level of disability, were arbitrarily chos
en and fixed for all ages and gender. To overcome this limitation, a health
-adjusted life expectancy (HALE) was developed based in large part on the D
ALE methodology but utilizes more refined weights. The McMaster Health Util
ity Index Mark III (HUI3)) scores health on a continuum from 0 to 1 and whe
n included on a national health survey, provides estimates that reflect imp
ortant age, gender, and socio-economic factors. All three measures were cal
culated for the years 1986, 1991, and 1994 (household and institutional pop
ulations). Analysis revealed that HALEs were more appropriate for policy pu
rposes due to their ability to account for indirect morbidity in both a dis
abled and non-disabled population.