Somatization
The clinical language we use to discuss the experiences of our patients is based on common agreement about definitions. Definitions used by specialists evolve over time, and the general public may not have the same understanding or interpretation. Sometimes, applying circular reasoning, we may come to believe that applying a label explains a phenomenon. As a simple example, if a woman has difficulty getting to sleep almost every night and is worried about this problem, we might say she has insomnia. If someone asks why she has difficulty getting to sleep, she could explain, “I have insomnia.” The label for the experience becomes an explanation for the phenomenon. In thinking about problems such as health anxiety, somatization, and hypochondriasis, we will want to be aware of the interpretation and definitions of our terms, and not use circular reasoning to explain phenomena.
The most widely accepted terminology related to diagnosis in the mental health field in North America has been developed in the process of publication of the fourth edition of the
Diagnostic and Statistical Manual of Mental Disorders, Fourth Edition, Text Revision (DSM-IV-TR) by the American Psychiatric Association (
1). The definitions of the disorders outlined in this manual are derived from the work of expert committees who consider scientific evidence on the characteristics of the problem, when seen in the clinic or the community. Although evidence available to these committees is often limited, the definition of hypochondriasis has remained consistent through the latest editions of this manual, where it is grouped with the somatoform disorders. The manual describes somatoform disorders as follows:
The common feature of the Somatoform Disorders is the presence of physical symptoms that suggest a general medical condition (hence, the term somatoform) and are not fully explained by a general medical condition, by the direct effects of a substance, or by another mental disorder (e.g., Panic Disorder). The symptoms must cause clinically significant distress or impairment in social, occupational, or other areas of functioning. In contrast to Factitious Disorders and Malingering, the physical symptoms are not intentional (i.e., under voluntary control) (
1).
Note that individuals with somatoform disorder may also have related medical conditions, but their reaction to the symptoms is beyond what would normally be expected in that condition. In addition to hypochondriasis, the somatoform category includes somatization disorder, undifferentiated somatoform disorder, conversion disorder, pain disorder, body dysmorphic disorder, and somatoform disorder not otherwise specified.
The term “somatoform disorder” is related to the concept of somatization. Lipowski (
2) promoted the recent use of the term “somatization” and published a clear review of the concept in 1988. He wrote:
Somatization is defined here as a tendency to experience and communicate somatic distress and symptoms unaccounted for by pathological findings, to attribute them to physical illness, and to seek medical help for them. It is usually assumed that this tendency becomes manifest in response to psychosocial stress brought about by life events and situations that are personally stressful to the individual. This interpretation represents an inference on the part of outside observers, since somatizing persons usually do not recognize, and may explicitly deny, a causal link between their distress and its presumed source. They respond primarily in a somatic rather than a psychological mode and tend to regard their symptoms as indicative of physical illness and hence in need of medical attention (
2).
This definition includes experiential, cognitive, and behavioral aspects. Lipowski (
2) described several important dimensions of somatization, including its duration, the degree of hypochondriasis accompanying the symptoms, the degree of overt emotionality or distress, and the individual’s ability to describe feelings or emotion states. Individuals having difficulty with somatization may vary a great deal along these dimensions.
Each of the DSM-IV-TR somatoform disorders has detailed criteria to be met in applying the definition. The criteria for somatization disorder are very demanding, requiring that the individual have several years’ history of
many physical complaints starting before the age of 30 and resulting in treatment being sought or significant impairment in functioning. Further, the individual must have, at some time, experienced at least four different pain symptoms, at least two gastrointestinal symptoms, at least one sexual symptom, and at least one pseudoneurologic symptom. The criteria for undifferentiated somatoform disorder are less demanding, requiring one or more physical complaints lasting for at least 6 months that cause clinically significant distress or impairment in functioning. The most common symptoms are fatigue, loss of appetite, and gastrointestinal or urinary complaints.
Categoric versus Dimensional Views
The definition of hypochondriasis in DSM-IV-TR assumes a categoric view: An individual either has or does not have the condition. In contrast, a dimensional view measures the extent of hypochondriacal or somatization symptoms. An individual may have a high level or a low level of the symptoms. The categoric view has the advantage of simplicity in producing a relatively stable definition that may be used in research. The disadvantage is that for every individual with a full-blown expression of the condition, there are others who meet some but not all the criteria and may have similar levels of distress and disability. For example, several studies indicate that hypochondriacal symptoms are common in many of the anxiety and depressive disorders (
4). The dimensional view may allow for differing levels of symptom severity in individuals and for more clear consideration of the waxing and waning of symptom intensity often seen in individuals with hypochondriacal concerns. Dimensional measures also allow for better evaluation of changes in response to treatment and may allow for more detailed assessment of different aspects of the problem.
Adopting a dimensional view of hypochondriasis, Pilowsky (
5) carried out a factor analytic study of hypochondriacal symptoms in 200 patients in a psychiatric setting. Half were included because they were judged to have a high level of hypochondriacal symptoms and the other half were selected for having low levels of these symptoms. Pilowsky (
5) had developed a 20-item scale of items (later reduced to 14), scored as true or false, descriptive of hypochondriasis based on definitions provided by a large number of hospital staff. Three dimensions of hypochondriasis were identified: bodily preoccupation, disease phobia, and disease conviction. Bodily preoccupation describes the tendency of individuals high in the hypochondriasis or somatization dimensions to focus attention on bodily symptoms and to be alarmed by unusual or unpleasant symptoms. Disease phobia is a fear that one will develop a serious disease, usually life-threatening or severely disabling. Disease conviction is the belief that one has a serious disease (such as cancer or heart disease) even though the physician does not provide a diagnosis consistent with this disease.
A more recent factor analytic study with a larger sample and broader range of measures (
6) confirmed the importance of these three factors in hypochondriasis. Further, the researchers found that the best subscales for discriminating among hypochondriasis, somatization, and psychiatric control groups (with depressive and anxiety disorders)
were measures of disease phobia. This study also compared categoric and dimensional measures and revealed that dimensional measures were effective in identifying individuals likely to meet categoric criteria.
Escobar et al. (
7) described a dimensional measure of somatic symptoms based on part of a structured epidemiologic interview. The Somatic Symptom Index (
6,
7) identified individuals who demonstrate a high level of disability and high use of health care services with a lower threshold than that required for the conservative DSM-IV-TR Somatization Disorder.
What’s in a Term?
It has been challenging to find terms that are acceptable to both clinicians and patients for the phenomena observed in the somatoform disorders in general and hypochondriasis in particular. The history of the term “hypochondriasis” has been reviewed by Berrios (
8). While the term “hypochondria” dates back to the time of the Greeks, it was used originally to describe different phenomena from what we consider with our current definition. The term “hypochondriac” in the sense we use it today was first used by medical writers in the 1600s. As Berrios (
8) notes, even the writers describing this condition in the 16th to 19th centuries indicate the term had negative connotations among the public, and patients were not happy when it was used to describe the problems they experienced. Patients continue to fear being labeled as a hypochondriac and interpret the concept to imply that “the symptoms are all in your head.” Patients may jokingly acknowledge that family members tell them they are hypochondriacs, but they would prefer this term not appear in consultation reports concerning their treatment. Several alternative terms have been considered for problems with hypochondriasis. The terms we have used in our clinic for hypochondriasis include “intense illness worry” or “severe health anxiety.” These terms are well-accepted by patients. Clearly, the term “health anxiety” is much broader and could be applied to a wide range of situations and conditions, not only to hypochondriasis or other somatoform disorders.
Terms that have been used in describing problems with somatization have been “medically unexplained physical symptoms” (
9) and “functional somatic symptoms” (
10). One can imagine the challenges in treatment management that could arise from announcing to patients that they have “medically unexplained symptoms,” or that perhaps they have a psychiatric diagnosis such as undifferentiated somatoform disorder. They are likely to respond with frustration and disappointment, and perhaps by continuing to seek a reasonable explanation. The term “functional somatic symptom” has the advantage of having fewer negative connotations.