Trends and Issues in Wheeled Mobility
Technologies
Rory A. Cooper, Ph.D., and Rosemarie
Cooper, M.P.T., A.T.P.
Department of Rehabilitation Science and
Technology
University of Pittsburgh
And
Human Engineering Research Laboratories
VA Pittsburgh Healthcare System
The purpose of the paper is to describe emerging
technologies and trends in wheeled mobility and their likely impacts on
anthropometry and on design and construction. We provide a concise review of
the basic types of devices currently on the market and their recommend uses.
Trends in the usage and development of wheelchairs are presented along with
some market indicators. Promising emerging technologies are described and areas
in need of further development are suggested. Lastly, we have tried to indicate
the impact of new wheeled mobility technologies on the built environment and
transportation. This paper is not meant to be a comprehensive review of the
literature, but rather to provide our perspective on current wheelchair technology
and where things might go in the future.
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The
Centers for Medicare and Medicaid Services (CMS) is one of the nation’s largest
purchasers of wheelchairs.[1], [2] However, neither CMS’s coverage nor payment
of wheelchairs is always in the best interest of the patients that need them.
[3] Wheelchairs are considered by CMS to be durable medical equipment (DME) and
must meet the following criteria: capable of withstanding repeated use;
primarily used to serve a medical purpose; not useful to person in absence of
illness or injury; and appropriate for in home use. [1] The last criterion is
often interpreted by Durable Medical Equipment Regional Carriers (DMERC’s) to
exclude payment of wheelchairs that would provide community mobility and
improve function outside the home. Despite the fact that CMS has nine Common
Procedure Coding System (CPCS) codes for manual wheelchairs (K0001 – K0009),
only the first four codes are regularly covered. [4] Codes K0001-K0003
represent wheelchairs that are essentially designed for depot (e.g., airport,
amusement park) or temporary institutional use (e.g., hospitals) and are
generally not appropriate as a long-term mobility device. The obvious
attraction of K0001-K0003 wheelchairs is their low purchase price, see Figure 1. The wheelchairs coded
K0004-K0009 provide clinicians and consumers greater ability to select and
adjust the wheelchair to the user and accommodate the consumer’s functional
needs. Ultralight manual wheelchairs are moderately adjustable or selectable
manual wheelchairs intended to be used by a single individual {K0005}, see Figure 2. Lightweight manual
wheelchairs are minimally adjustable or non-adjustable manual wheelchairs
intended for an individual or for institutional use {K0004}, see Figure 3. Depot manual wheelchairs are
minimally or non-adjustable manual wheelchair intended for institutional or
commercial use {K0001-K0003}.
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All manual wheelchairs are not alike. There are
variations in the quality and performance of manual wheelchairs. [5], [6] It is
import for clinicians to realize the benefits of a proper wheelchair
prescription, not only for the consumer’s comfort and mobility needs but also
in the quality of the wheelchair that will last with minimal repairs.[7]
Although there are settings in which trained clinicians properly fit
wheelchairs, many times the consumer is provided a wheelchair that is
determined by what insurance (e.g., CMS, VA) will pay, not what is of benefit
to the consumer’s function or in considering the quality of the wheelchair
itself. Currently CMS will pay only for
a limited variety of wheelchairs based on medical necessity. Medicare will only cover lightweight
wheelchairs (K0004) for individuals who 1) engage in frequent activities that
cannot be performed in a standard or depot wheelchair or 2) requires a seat
width, depth or weight that cannot be accommodated in standard or depot
wheelchair.[8] Medicare will pay for K0005 wheelchairs when there is adequate
justification based upon treatment of prevention of upper extremity repetitive
strain injury or in order to be able to independent propel a manual wheelchair.
[9] The VA uses broader criteria that include transportation of the wheelchair,
mobility outside the home (e.g., school, work, community), and hence provides a
higher percentage of K0005 manual wheelchairs. [10]
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The
terms lightweight and ultralight wheelchairs are derived from the Medicare
categories of K0004 and K0005 respectively. K0004 wheelchairs must weigh less
than 34 pounds without footrests or armrests, and K0005 must weigh less than 30
without foot or arm supports. K0004 wheelchairs have very limited
adjustability. Like depot chairs, they can be sized to the user but many of
these chairs do not offer features like adjustable axle plates, quick-release
wheels, or a method to change the seat to back angle of the wheelchair. Because of the way Medicare reimburderived
from the Medicare categories of K0004 and K0005 respectively. K0004 wheelchairs
must weigh less than 34 pounds without footrests or armrests, and K0005 must
weigh less than 30 without foot or arm supports. K0004 wheelchairs have very
limited adjustability. Like depot chairs, they can be sized to the user but
many of these chairs do not offer features like adjustable axle plates,
quick-release wheels, or a method to change the seat to back angle of the
wheelchair. Because of the way Medicare
reimburse, at present it is necessary to justify the need for a K0004 or K0005
above a standard K0001. Unfortunately prior authorization, meaning the vendor
is guaranteed ahead of time to be reimbursed for the wheelchair, is not always
possible. As Medicare serves as an example for many insurers, their actions
affect many more people with disabilities.
Powered wheelchairs can be grouped into several classes or categories. [11] The most common groupings are based upon the functions provided by the wheelchair and the intended use. A convenient grouping by intended use is primarily indoor, both indoor/outdoor, and active indoor/outdoor. Indoor wheelchairs have a small footprint (i.e., area connecting the wheels). This allows them to be maneuverable in confined spaces. However, they may not have the stability or power to negotiate obstacles outdoors. Indoor/outdoor powered wheelchairs are used by people who wish to have mobility at home, school, work, and in the community, but who stay on finished surfaces (e.g., sidewalks, driveways, flooring). Both indoor and indoor/outdoor wheelchairs conserve weight by using smaller batteries, which in turn reduces the range for travel.
Some
wheelchair users want to drive over unstructured environments, travel long
distances, and to move fast. [12] Active indoor/outdoor wheelchairs may be best
suited for these individuals. The active indoor/outdoor-use wheelchairs include
those with suspension and use of a power base design. The power base consists
of the motors, drive wheels, castors, controllers, batteries and frame. The
seating system (e.g., seat, backrest, armrests, legrests, footrests) is a
separate integrated unit. Often, seating systems from one manufacturer are used
on a power base from another manufacturer.
Power
wheelchair bases can be classified as Rear Wheel Drive (RWD), Mid Wheel Drive
(MWD), or Front Wheel Drive (FWD). [13] The classification of these three drive
systems is based on the drive wheel location relative to the systems center of
gravity (CoG). The drive wheel position defines the basic handling
characteristic of any power wheelchair. All three systems have unique driving
and handling characteristics. In
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In Mid Wheel Drive power bases the drive wheels are directly blow the
user’s center of gravity and generally have a set of casters or anti tippers in
front and rear of the drive wheels, see Figure
5. The advantage of the MWD system is a smaller turning radius to maneuver
in tight spaces. A disadvantage is a
tendency to rock or pitch forward especially with sudden stops or fast turns.
When transitioning from a steep slope to a level surface (like coming off a
curb cut), the front and rear casters can hang up leaving less traction on the
drive wheels in the middle.
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Scooters are
designed for people with limited walking ability and substantial body control.
[11] They are power bases with a mounted seat and usually a tiller (e.g.,
handle bar) steering system, see Figure
7. Scooters are primarily characterized by the upholstered seat which is
often similar to that used on a lawn tractor or fishing boat. Most scooter
seats swivel to ease ingress and egress. The seats are often removable to
simplify transport in a personal automobile. From an engineering and clinical
perspective, one of the most important distinguishing features of a scooter is
that speed is controlled electronically and direction is controlled manually.
Most scooters allow the steering column to fold or be removed without tools in
order to make the scooter easier to transport in a personal motor vehicle.
There are products that use electronic steering by using a motor to change the
direction of one or both front wheels.
Pressure
ulcers are a costly problem in the United States. Another common problem in
wheelchair users is back pain and poor posture. For both of these conditions,
it is thought that tilt in space and recline may be of benefit. Tilt in space
can significantly reduce static seating pressure, a key ingredient in the
development of pressure sores. Sprigle & Sposato [15]. and Hobson [16]
studied the effects of various seated positions and found that pressure was
reduced significantly with 120 degrees of recline. In addition, using recline
and tilt in space can allow for a change in position in the wheelchair and thus
improve comfort. Nachemson found decreased inter-vertebral disc pressure by
reclining the back from 80 to 130 degrees. [17] Others purported advantages of
tilt and recline system include better swallowing,[18] and decreased leg edema, [19] Based on these arguments tilt in
space and recline are widely prescribe accessories on power wheelchairs.
However, there is very little research in this important area.
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Reclining
wheelchairs allow the user to change sitting posture through the use of a
simple interface (e.g., switch), see Figure
8. Changing seating posture can extend the amount of time a person can
safely remain seated without damaging tissue or becoming fatigued. Reclining
wheelchairs assist in performing pressure relief. Changing seating position
redistributes pressure on weight-bearing surfaces, alters the load on postural
musculature, and changes circulation. Changing position can also facilitate
respiration. Elevating the legs while lowering the torso can improve venous
return, and decrease fluid pooling in the lower extremities
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Tilt-in-space
systems allow the person to change position with respect to gravity without
changing their seated posture (i.e., the joints of the body maintain their
seated position) Figure 9. There are
some difficulties with tilt-in-space wheelchairs. The wheelchairs are heavier
than standard wheelchairs, they are less stable, and can require greater
turning diameter when reclined. A potential problem with tilt-n-space and
reclining seating systems is that the body may not remain in a stable position
after transitioning through several seating orientations. Sliding or stretching
during reclining or tilting in some individuals may produce undesirable shear
forces, excite spacticity, and bunch clothing.
Many activities can be promoted by using a variable seat height wheelchair. Lowering seat height can make it simpler to get under tables and desks. Picking up objects from the floor can also be assisted by an adjustable seat height. Access to the floor is an important feature for promoting the cognitive and social development of children. Children often play, explore the environment, and interact with other children at ground level. Children who use wheelchairs can benefit from being able to access the ground. Some wheelchairs provide powered floor access for children. Adults who use wheelchairs may also desire the ability to lower the wheelchair seat to the floor. This can allow parents who are wheelchair users to play with their children or for people to garden. As the person is lowered to the floor by the wheelchair stability is affected. In some wheelchairs, the batteries move as the person is lowered in order to maintain the balance of the wheelchair and rider. Some seat lowering mechanisms alter the legrest angle in order to get closer to the ground. It is important to assure that the rider has suitable range of motion to safely use this feature. Lowering the seat makes access to desks and tables easier. When retrieving items from the floor or placing them in low cabinets a lower seat height can be beneficial. Lowering the seat height tends to make the wheelchair more stable. A lower seat position can be helpful when maneuvering the wheelchair on steep ramps or slopes. The added stability of being able to lower the seat height can be of considerable benefit on cross slopes.
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The
ability to raise the seat can also provide several advantages, Figure 10. Raising the seat height also
offers several benefits. Items on high shelves or in high cabinets can be
obtained by using an elevating seat. Elevating the seat height is helpful for
viewing people at eye level. Tasks such as cooking and washing can be
simplified with an elevated seat height. Many powered wheelchair controllers
cause the speed of the wheelchair to decrease as the seat height is raised.
Increasing seat height tends to decrease the stability of the wheelchair. Most
wheelchair manufacturers do not recommend elevating the seat on a slope or
uneven terrain.
Stand-up
wheelchairs are being produced that are lightweight and transportable. Stand-up
wheelchairs offer a variety of advantages over standard wheelchairs, see Figure 11. They provide easy access to
cabinets, shelves, counters, sinks, and many windows. Many activities around
the home are easier to accomplish by using a stand-up wheelchair, for example,
cooking, washing dishes, and ironing clothes. Stand-up wheelchairs can reduce
the need for significant home modifications. In the workplace, stand-up wheelchairs
may help when making presentations using a “white board”, accessing copiers,
and interacting with colleagues. The ability to perform some occupations is can
be enhanced by using a stand-up wheelchair. For example, machine operators or
machinists can perform normal job functions with minimal modifications to the
worksite and physicians and surgeons can examine patients and perform
procedures safely and effectively.
Greater
integration of people with disabilities into society has created new avenues
for specialized technologies. Stand-up wheelchair manufacturers have benefited
from the increased desire of people with disabilities to be active at home,
school, work, and the community. In many cases stand-up wheelchairs allow
people to perform activities without significant architectural modifications.
This has tremendous potential for overcoming both physical and social barriers
which have prevented wheelchair users from gaining greater access to
employment, education and community services. For example, a school teacher
could use a stand-up wheelchair to conduct physics experiments at a standard
laboratory bench without the need to completely remodel the entire classroom.
This should not be interpreted to mean that society does not have an obligation
to eliminate architectural and social barriers. However, specialized technology
provides greater flexibility when making individual accommodations.
Stand-up
wheelchairs are more complex than most manual or electric powered wheelchairs.
Several decisions must be made prior to selecting and fitting a stand-up
wheelchair. The rehabilitation team must work with the individual to determine
if the stand-up wheelchair should have an electric powered base or whether it
should be manually propelled. Stand-up features are integrated into some power
wheelchairs with minimal trade-offs (i.e., no additional weight or size).
Manually powered stand-up wheelchairs are heavier than lightweight manual
wheelchairs. Currently the weight of manually propelled stand-up wheelchairs is
between 30 and 60 pounds (13.6 to 27.3 kilograms). Some of the weight can be
attributed to the lifting mechanism. All electric powered wheelchairs with a
stand-up feature use a separate electric drive system for the stand-up
mechanism. Manually powered stand-up wheelchairs may use a manual lifting
mechanism or an electric powered lifting mechanism. It is important to realize
that many wheelchair users have access to greater financial resources than
previously. Through moderate success in employment and education, some
wheelchair users have the means to purchase stand-up wheelchairs. In such
cases, the individual must decide whether the potential benefits justify the
expense.
III. Emerging Wheeled Mobility Devices
In
North America, the number of people who are obese is growing at an alarming
rate. Obesity is associated with a variety of debillitating diseases and
conditions, some of which may lead to the individual requiring a wheelchair for
ambulation. [20] Unfortunately, individuals who are morbidly obese may require
skill nursing assistance, especially if they become dependent on a wheelchair
for mobility. [21] This has resulted in a significant growth in the market for
bariatric wheelchairs. Typically, bariatric wheelchairs are classified as
wheelchairs required for individuals who weigh over 250 pounds and who have a
body-mass-index of greater than 25. [22] Bariatric wheelchairs range from a
common wheelchair, manual or powered, that is built to handle the additional
mass to custom products that can accommodate people who may weigh up to 1,000
pounds. The of the most significant mobility challenges for individuals who use
bariatric wheelchairs is the additional width of the wheelchair, in some cases
as great as 60 inches, and the inability to transfer independently. In some
cases, specialized lifts are required to transfer individuals in an out of
their wheelchairs.
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A
pushrim activated power assisted wheelchair (PAPAW) uses motors and a battery
to augment the power applied by the users to one or both pushrims during
propulsion or braking, see Figure 12.
[23] Applying a torque to the pushrim activates the wheelchair. The torque
applied to the pushrim is amplified by the motors and gear-train. A
micro-controller controls each of the rear wheels. Software simulates inertia
(i.e., allows the wheels to coast between strokes), compensates for
discrepancies between the two wheels (eg., differences in friction), and
provides an automatic braking system activated when applying a reverse torque
to the pushrims. [24] A PAPAW is typically assembled
by retrofitting an ultralight manual wheelchair with the PAPAW wheels and some customized hardware. Most
PAPAW wheels use quick release axles (i.e.,
axles that allow the wheels to be removed without tools). Most PAPAW’s will
accommodate standard wheelchair wheels in order to serve as a manual wheelchair
as well. The PAPAW represents an entirely new class of wheelchair. There are many people who
have difficulty effectively propelling a manual wheelchair because of pain, low
cardiopulmonary reserves, insufficient arm strength, or the inability to
maintain a posture effective for propulsion. [25], [26] Until recently, people
who were unable to effectively propel a manual wheelchair would be presented
with the options of using an electric powered wheelchair, using a scooter, or
being pushed by an assistant in their manual wheelchair. The PAPAW provides a
fourth alternative that may be of substantial benefits to some clients. The electronic controls of a PAPAW are
commonly selectable. The electronic controls can be used to set the sensitivity
of the pushrims (i.e., to alter the amount of assistance provided by the
motors). On some devices, it is possible to adjust the sensitivity of the left
and right wheel independently, which is advantageous for people with strength
imbalance or motor coordination issues. It has been proposed that a PAPAW could
be used for training arm movement post cerebral vascular accident in order to
gain greater strength and coordination. The maximum speed, maximum braking, and
acceleration are also possible to adjust with a PAPAW. Selecting the settings
for the electronic controls of a PAPAW should follow a similar process to that
of adjusting an electric powered wheelchair.
The electric powered wheelchair is poised to undergo revolutionary design changes. While devices like the PAPAW represent important advances for people whose abilities balance between using a manual wheelchair and an electric powered wheelchair, there are many more people who could benefit from advances in electric powered wheelchairs. [27] Indeed, people with disabilities and people who are elderly are becoming more empowered to insist upon maintaining or increasing independence and mobility. This has prompted the investigation of technologies that will negotiate uneven terrain, traverse stairs, and detect obstacles in the environment.
Scooters and electric powered wheelchairs are going to become more similar. The demand for electric powered mobility devices that do not look like wheelchairs and that can provide both indoor and outdoor mobility is creating innovation in the marketplace. Improvements in seating systems that allow greater user control (much like in automotive seating), mid-wheel drive scooters that provide good indoor mobility yet have the lightweight and ease of use of a scooter will emerge, and light more transportable power products are being introduced. In the future, modular type designs may evolve that allow wheeled mobility system to be configured (e.g., wheelbase, track-width, steering interface) for the user and the activity.
The
Independence 3000 IBOT Transporter (IBOT) has probably garnered the most
attention for its innovations in dynamic stabilization that provide it with a
unique combination of capabilities, Figure
13. The IBOT incorporates a variety of sensors and actuators for dynamic
stabilization of the device, speed control, self-diagnosis, and for changing
operational functions. [28] The actuators and sensors allow the IBOT to respond
to changes in terrain, which cause deviations in the occupant’s center of
gravity with respect to the device. Three redundant computers help to maintain
stability, provide the user with control, and assure safe operation. The IBOT
command and control computers use a “voting process” (i.e., two out of three
computers must agree upon the action requested by the user and the status of
the sensors in order for action to be taken, otherwise a fault is indicated) to
determine the actions of the device in response to requests from the user or
changes in device status. The IBOT software also records the operation of the
device and maintains an operations log, useful for maintenance. An important
feature of the IBOT is that the device contains an internal modem that allows
communication with the manufacturer or a service representative at a distance.
This provides the potential to down-load logs to determine whether periodic
maintenance is necessary and to up-load software changes. Structurally, the
IBOT is based upon a chair mounted through linkages to a wheeled base. The IBOT
drive train includes four primary wheels, each controlled through its own
set of electric motors, and two caster wheels. The two sets of drive wheels on
either side of the chair form a cluster. Each cluster may rotate about its
central axis while the wheels may rotate about their hubs, this flexibility
allows the IBOT to traverse non-uniform surfaces, inclines, and to climb curbs.
The user operates an IBOT via a position sensing joystick and a user control
panel containing several buttons attached to the armrest. In a study by Cooper
et al., subjects reported using the IBOT to perform a variety of activities
including holding eye-level discussions with
colleagues and shopping by balancing on two wheels, going up and down steep
ramps, traversing outdoor surfaces (e.g., grass, dirt trails) and climbing
curbs. [29] The balance and four-wheel drive functions were found to be most
helpful. The IBOT required attention to control in standard function. The seat
height was too high for most tables and desks and it was challenging to use the
IBOT in the bathroom. The IBOT was a functional mobility device. Its greatest
strengths are outdoors and in circumstances where there is space to use balance
function. [29] Other stair-climbing and curb negotiating devices have also been
investigated. Lawn et al. reported on an electric powered wheeled mobility
device that can negotiate stairs and ingress/egress into a motor vehicle. [30]
Wellman et al. described the investigation into combing the use of robotic legs
with a wheeled device to provide increased mobility to people with
disabilities. [31] Their device was intended to assist with climbing curbs and
uneven terrain. Future advances in controls may benefit from learning from
nature and how insects negotiate rough terrain. [32]
Simpson, Yoder and Levine have reported on combing obstacle detection
and avoidance with an electric powered wheelchair.[33], [34], [35] They use a
combination of ultrasound and infrared sensors to map the environment and
provide assistance with guidance and control of an electric powered wheelchair
for people who have visual as well as
lower limb impairments. This line of research shows promise for helping people
who are elderly to maintain independent mobility. Electric powered wheelchairs
are poised to get smarter and more accommodating to provide greater mobility
with a higher degree of safety.
In the U.S. an
estimated 2.2 million people currently use wheelchairs for their daily mobility
[36]. World wide, an estimated 100-130 million people
with disabilities need wheelchairs, though less than 10 percent own or have
access to one. [37] While these numbers are staggering, experts predict that
the number of people who need wheelchairs will increase by 22 percent over the
next ten years [38]. The leading cause of disabilities in the world can be
attributed to landmines, particularly in developing nations, leading to 26,000
people injured or killed by landmines each year. There is an overwhelming
need for wheelchairs and the research and development required to make them
safer, more effective, and widely available. This was pointed out by the VHA
Rehabilitation Strategic Healthcare Group who identified the following areas as
being of particular importance: practitioner credentials, accreditation, device
evaluation, device user training, patient education, clinical prescribing
criteria, national contracts, and access to new technology [39]. There are over
170 U.S. wheelchair manufacturers with a total reported income of $1.33
billion. However, of these companies, only five had sales in excess of $100
million [40]. There is anticipated growth in the
wheelchair market. For example, sales of power wheelchairs reached $290 million
in the year 2000 up from $205 million in 1996. Scooter sales reached $245
million in 2000, with a sustained growth rate of about 7%. [41] This growth was
attributed to the aging baby boomers, growing longevity (an issue facing the
rapidly growing aged population), increased incidence of SCI/D, and manual
wheelchairs users acquiring electric powered wheelchairs when they start to
lose function. [42] While this market is crowded with participants, there is
little product differentiation and consolidation is anticipated. [42]
Wheelchairs account for about 1% of Medicare spending. [43] The VA provides
more wheelchairs than any other U.S. funding organization. [43]
The VA is the single largest supplier of wheelchairs in the US at
a cost of approximately twenty million dollars annually. There are about 25
million veterans in the U.S. of which 75% served in a major conflict. [44] About
2.7 million veterans receive disability compensation or pension from VA. In
the year 2002, the VA had nearly 4.5 million prosthetic patient visits and
performed nearly 6.5 million prosthetics services at an approximate cost of
$700 million. There were 1.1 million unique patients seen, which was a 7.9%
increase over 2001. The VA
purchases over 10,000 electric powered wheelchairs per year and over 50,000
manual wheelchairs per year (most of these are depot style wheelchairs). The CARES initiative showed that
less than 65% of veterans were within 4 hr driving time of their prosthetics or
specialty care clinic, which could present problems when seeking access to more
complex mobility devices that require assistance from experts. [45]
Use
of assistive technology is an increasingly common way of adapting to a
disability. [46] In 1995, requests to Medicare for reimbursement for durable
medical equipment amounted to $6.27 million, an increase of 25.7% over the
$4.99 billion level in 1994.[47] The majority of assistive device users,
particularly users of mobility aids, are over age 65.[48] However, the aging of
the U.S. population does not account for the increase in use of assistive
technology. For example, while the U.S. population increased by 19.1%
from 1980 – 1994, the age adjusted use of wheelchairs increased by
82.6%.[49] Part of the increase in use
of assistive technology can be attributed to remarkable improvements in design,
both in functionality and in appearance.
For example, there has been an explosion in design options in
wheelchairs in last 2 decades, including lighter weight wheelchairs, motorized
wheelchairs and scooters, and the ability to customize the fit of the seat and
back to the wheelchair rider.[50]
Individuals who use wheelchairs for mobility typically receive a
new wheelchair every three to five years. The cost of a new wheelchair varies
from about $100 to $30,000 depending upon the complexity of the wheelchair and
the degree of impairment of the person. The chances of acquiring a disability
increase with age, and most persons aged 75 or older have a some form of
disabling condition. People over 65 represent about 43% of people with severe
disabilities.[51] Government
statistics show that 17% in the general population is over 65 years of age.
Approximately 33% of the U.S. population have annual incomes of less than
$20,000, and about 15% less than $10,000, and over 50% of people with
disabilities fall within these income ranges. The
proper selection of the wheelchair and related technology (including cushions)
will have substantial socioeconomic costs for the people with disabilities and
society. [52] Moreover, the quality of life of the people with disabilities and
their families are impacted.
The
number of people using wheelchairs in the United States is estimated to be
greater than 2 million [53]. Increased computing power, low cost
microcontrollers, and a greater variety of sensors have produced a very complex
interaction between electric powered wheelchairs and their users [54]. There
are rear-wheel, mid-wheel, and front-wheel drive electric powered wheelchairs. Some wheelchairs can climb stairs and even
cluster over obstacles. With so many
models and features available, consumers and clinicians should consider
numerous safety and performance characteristics of a wheelchair when deciding
what type of device to select. However,
attempting to acquire performance information from wheelchair manufacturers can
be difficult and challenging.
Two
main conclusions can be drawn from these studies concerning wheelchair
use. First, the number of people using
wheelchairs is increasing every year. As
the market for wheelchairs continues to expand, manufacturers and companies
will offer more varieties of wheelchairs.
People will be confronted with having to attempt to discern what
wheelchair bests meets their needs. In addition, insurers are looking to manage
costs and view durable medical equipment as an area to target for cost
containment. This is largely due to the paucity of outcomes studies (something
all areas of medicine suffer from), many of the issues are related to community
participation and quality of life rather than morbidity and mortality, and the
service providers are not widely certified or evenly readily identifiable. The
latter factor leads insurers to believe that there is wide-spread fraud and
abuse when it comes to assistive technology.
When
a person’s wheelchair has failed, his or her ability to work, perform daily
tasks, and move independently in his or her environments is significantly
impacted. Sixty percent of wheelchair failures are a result of engineering
factors [55]. Unfortunately, these failures can also lead to injuries that
require medical attention. The number of wheelchair failures that resulted in
injuries serious enough to warrant medical attention is estimated to be over
36,000 per year [56]. In one study, Frank et al. [57] interviewed 113 power
wheelchair users about problems with their newly prescribed wheelchairs. Component failures were reported in 39% of
those interviewed. Knowing a
wheelchair’s reliability and life expectancy is vital for the growing number of
individuals who rely upon these devices. Further, this information would assist
insurers with making cost-effective purchase decisions as well as preventing
injuries and the medical expenses associated with wheelchair failures [58].
More reliable and functional wheelchairs are needed, and they need to
accommodate to the increasing population of people with severe and often
multiple disabilities. It has been estimated that the current population of
people who use electric powered wheelchairs today, only represents about half
of the perspective user population. The
number would increase if technology were available to provide reliable and safe
control of an electric powered wheelchair for individuals who can not operate a
joystick or switch array. Adding sensors to the wheelchair to detect obstacles
in the environment, improved signal processing, and alternative input systems
all show promise for providing more people with independent mobility.
Problems
with mobility are prevalent in the older population and they are of special
importance to older persons living independently. [59], [60] Interventions to adapt to mobility
disability are of three basic types: improve the individual’s ability to
perform the activity by mending the diseases or impairments causing the
disability, eliminate the need to perform the activity or parts of the activity
through use of personal assistance, or alter the way the activity is performed,
for example through use of assistive technology like a cane, walker, or
wheelchair.4
Nursing
homes (NH) anticipate an increased demand for their services as the number of
people aged 65 years or older is expected to double in the next 30 years [61].
Individuals in NH are likely to use wheelchairs [62]. Wheelchairs serve two
main purposes in NH. Wheelchairs provide
individuals with mobility and a means to participate in daily activities and
social events. Residents of NH report their mobility contributes significantly
to their quality-of-life and feelings of well-being [63]. In addition,
wheelchairs assist NH staff in caring for residents who commonly have physical
impairment, poor mobility, poor endurance, or are at risk of falling. Therefore, assistive technology holds the
promise of helping to enhance or maintain functional independence, while
countering the shortage of personal care givers.
Multiple
sclerosis is the most common cause of disability, other than trauma, in young
adults and within 15 years of onset, 50% of individuals will require assistance
with mobility [64]. Aronson [65] found
that reduced mobility was associated with reduced quality of life (QoL).
Despite the connection between quality of life in MS and mobility, there is
virtually no information available to guide decision-making for mobility
interventions in this population [66]. Clinicians and patients require more
information about when to prescribe assistive technology such as wheelchairs
and what type of mobility device intervention is most appropriate. The fear of loss of strength and dependence
on technology likely leads to delays in prescription, which can adversely
affect quality of life and participation in vocational and social activities.
Obesity
is a severe medical problem affecting 1/3 of the North American population
(about 58 million people). Associated with many diseases, obesity results in
long-term health risks, increased healthcare costs, emotional difficulties, and
mortality. [67], [68]. In a 2002 study by Weil et al. [69] almost
25% of people with disabilities were obese as compared to 15% of people without
disabilities. After acquiring a
disability, the amount of physical activity is found to decrease rapidly which
leads to a loss of muscle mass and diminished level of strength. [70] It is
likely that at a certain weight, even individuals with normal strength are no
longer able to functionally propel a wheelchair. Because rolling resistance is
related to weight, a person with a disability who weighs more will require
greater effort to propel a manual wheelchair. [71] Despite this known
relationship, obesity is currently not considered an acceptable reason for a
power wheelchair.
Alternatives
to manual wheelchair propulsion include an electric powered wheelchair, scooter
and pushrim activated power assisted wheelchairs (PAPAW). PAPAWs provide greater physical activity, are
easier to transport and may be an excellent alternative for the obese population.
Identifying ways to overcome barriers to mobility and improving wheelchair
prescription for overweight individuals with disabilities, and people with
upper extremity pain, injury, impairment or weakness could lead to increases in
functional independence, self-esteem, and community participation.
People
with disabilities are living longer, and expecting to remain more active than
ever before. The demand to maintain an active lifestyle despite aging with a
disability will present both challenges and opportunities for wheelchair
manufacturers and insurers alike. For example, the life expectancy of an
individual with spinal cord injury is approaching that of the general
population. Another interesting indication is that people with disabilities,
especially people who have reached retirement age when acquiring a disability
may have more discretionary income or may be better insured. An important
consideration is that as wheelchair users age, they are more susceptible to
secondary conditions (e.g., repetitive strain injuries, vibration exposure injuries,
and decreased cardiovascular capacity). Products and services need to be
available to accommodate and where possible prevent or delay these conditions.
Unfortunately,
there are no readily available statistics on the sales of wheelchairs and
scooters, and it is even more difficult to estimate the size of specific market
sectors such as stand-up wheelchairs. A wide variety of wheelchair models are
available to consumers. Based upon the information reviewed, and our experience
providing clinical services and working with various manufacturers and
suppliers, we developed Tables 1 and 2, which provides estimates for the
current U.S. market sizes for selected wheelchair categories. We have also
provided indications as to their growth potential. In our estimates, we
excluded sales to institutions (e.g., airports, amusement parks, grocery
stores) for transport of people.
Table 1. Current manual wheelchair usage by
category, and trending.
|
Depot |
Lightweight |
Ultra-Lightweight |
Bariatric |
Standing |
Specialized |
|
|
Current Number |
400,000 |
200,000 |
50,000 |
5,000 |
100,000 |
|
|
Trend |
Level |
Slow
Growth |
Moderate
Growth |
Rapid
Growth |
Slow
Growth |
Moderate
Growth |
|
Lightweight Indoor Use |
Indoor Use and Light
Outdoor Use |
Active Indoor and
Outdoor Use |
Electric Powered
Scooter |
Bariatric |
Standing |
PAPAW |
Specialized Seating |
|
|
Current Number |
100,000 |
100,000 |
350,000 |
10,000 |
5,000 |
5,000 |
50,000 |
|
|
Trend |
Level |
Slow
Growth |
Moderate
Growth |
Moderate
Growth |
Rapid
Growth |
Slow
Growth |
Rapid
Growth |
Rapid
Growth |
Lightweight Indoor Use: Electric powered
wheelchairs designed for primarily for indoor use (e.g., home, assisted living
facility).
Indoor Use and Light Outdoor Use: Electric
powered wheelchair designed for both indoor and outdoor use in ADA environments
in good weather.
Active Indoor and Outdoor Use: Electric powered
wheelchair designed for daily use in both indoor and outdoor environments in
all kinds of weather. May also be used in on natural surfaces.
Electric Powered Scooter: Three or four wheeled
tiller steered electric powered vehicle with a captains style seat intended to
provide mobility to an individual with a disability.
Bariatric: An electric powered wheelchair
intended to be used by individuals with a body mass in excess of 250 pounds.
Standing: An electric powered wheelchair that
holds the occupant in the standing position.
PAPAW: Pushrim activated power assisted
wheelchair.
Specialized Seating: An electric powered
wheelchair that includes power seat functions.
As
the market changes for wheelchairs, public policy, technical and community
standards, and clinical practice will need to change as well. The demand for
wheelchairs is likely to continue to grow for the foreseeable future. For the
past forty years, the number of people with disabilities has been doubling
about every ten years. In addition, as wheeled mobility products get better
they become attractive to individuals lower levels of impairment further
expanding the market. Medical care should continue to improve further
increasing the number of people who could benefit from wheeled mobility.
Despite
the growing number of individuals who rely upon wheelchairs every year, very
few studies have been undertaken to collect data describing the actual driving
behavior of wheelchair users and their participation in everyday and social
activities. Most studies have used self-report survey methods or
laboratory-based testing, rather than portable instrumentation. [72] Lab-based
data collection does not necessarily reflect how wheelchair users drive chairs
in their daily lives, and questionnaire and interview methods are error prone
due to omission of trips or trip elements, illegible handwriting, and key entry
errors etc. This information is critical as an objective guide for designing
wheelchairs and wheelchair components, battery design and specification for
power wheelchairs, studying risk exposure (e.g. risk of injury because of
component failure), and examining quality of life in wheelchair users.
While propelling a wheelchair, users encounter obstacles
such as bumps, curb descents, and uneven driving surfaces. These
obstacles cause vibrations on the wheelchair and in turn, the wheelchair user,
which through extended exposure can cause low-back pain, disc degeneration and
other harmful effects to the body [73]. The International Standards Organization (ISO)
and the American National Standards Institute developed a standard for
whole-body vibration measurement. It
includes the amplitudes of vibrations that are considered harmful and the
exposure times for vibrations to be dangerous.
The standard also discusses some of the physical effects that can occur
from whole-body vibration exposure [74]. To
date, little research has been conducted to assess the vibrations experienced
by wheelchair users. Van Sickle et al recorded the forces when using the
ANSI/RESNA standards double drum and curb drop tests and compared them to the
road loads during ordinary propulsion [75].
Van Sickle et al also showed
that wheelchair propulsion produces vibration loads that exceed the ISO 2631-1
standards at the seat of the wheelchair as well as the head of the user [76]. DiGiovine et
al showed that users prefer ultra-light wheelchairs to lightweight
wheelchairs while traversing a simulated road course in higher comfort level
and better ergonomics [77]. DiGiovine et al examined the relationship between the seating systems for
manual wheelchairs and the vibrations experienced, showing differences in how
seating systems transmit or dampen vibrations.[78] Based on
the exposure magnitudes of vibrations defined in the ISO-2631 standard,
wheelchair companies added suspension to their wheelchairs to reduce the level
of vibrations that are transmitted to wheelchair users.
Cooper et al found that
in the natural frequency of humans (4-15 Hz) the addition of suspension
caster forks do reduce the amount of vibrations transferred to the user [79]. Wolf et al have shown that suspension manual
wheelchairs are approaching significance in reducing the amount of shock
vibrations transmitted to wheelchair users during curb descents [80]. Kwarciak et
al revealed that although suspension manual wheelchairs visually reduce
shock vibrations the chairs are not yet ideal, possibly due to the orientation
of the suspension elements [81].
Wolf et al and Dobson et al conducted an evaluation of the
vibration exposure during electric powered wheelchair driving and manual
wheelchair propulsion over six selected sidewalk surfaces [82], [83]. When
treating the poured concrete sidewalk as the normative standard, all of the
surfaces compared most favorably in terms of shock and vibration exposure with
the exception of the (1/4”) beveled edge interlocking concrete surface, which
produced mixed results.
New
advances in wheelchairs are likely to have some interesting effects on the
built environment. For example, devices like the PAPAW and IBOT are designed to
provide people with greater access to the built environment and to overcome the
barriers that persist in confronting wheelchair users. Other devices, for
example bariatric wheelchairs, require much more space than is accommodated by
current architecture or city planning. Special consideration may be required
for bariatric wheelchair users, especially within healthcare facilities. Smart
wheelchairs should expand the population of wheelchair users moving
independently throughout the community. Potentially, people who are mobility
and visually impaired will have greater community mobility. This may
necessitate changes in architecture and public space design. With the exception
of bariatric products, the trend in wheelchairs and other wheeled mobility
products is to make them more capable in the community.
Transportation
has been identified as one of the most significant barriers to employment and
full community participation by wheelchair users. For individuals who can drive
a private vehicle, the most significant issues are the cost of vehicle
modifications, the lack of widely acceptable and versatile securement systems,
the need for consensus on restraint placement and easily usable restraints, and
lift or kneeling systems that are reliable and simple to operate. The only probable
of means of making the necessary changes to accessible vehicle design for
wheelchair users is to form a consortium of wheelchair transportation
engineers, automobile manufacturers, insurers, wheelchair users, wheelchair
modification manufacturers, and appropriate government agencies. Much of the
problem lies in the disassociation between wheelchair manufacturers, automobile
manufacturers, and manufacturers of vehicle modifications. Some of the lack of
cooperation seems to stem from liability concerns, but market pressures and
public perceptions certainly play a role as well. Federal standards certainly
provide a step in the right direction, but there are several examples of
products being provided that are not in compliant with standards, and by and large
the standards are voluntary with few consequences for noncompliance. The new
products being developed will likely only complicate vehicle modifications to
facilitate transportation in a privately owned motor vehicle. On the other
hand, wheelchair designs seem to be moving in a direction where more people
will be able to transfer into the automobile seat and load the wheelchair into
their motor vehicle. However, the individual will need the ability to transfer
from their wheelchair to the motor vehicle in order to take advantage of the
compact or flexible design advances in wheelchairs or scooters.
Public
transportation provides entirely different opportunities and challenges for
wheelchair users. In areas where reliable and efficient public transportation
is available, it can be a convenient and effective means of getting around.
However, many wheelchair users object to bus drivers invading their personal
space when attaching securement systems or personal restraints. Drivers
complain of the difficulty in securing wheelchairs into their buses, and the
time that it takes often aggravating other passengers and delaying their
schedules. In practice, securement systems are frequently not used on buses or
the drivers simply make excuses as to why the wheelchair using passenger can
not be transported. Securement in public buses is orders of magnitudes more
complex than for private vehicles due to the lack of agreement on a
standardized attachment point or even the need for securement of the wheelchair
in a bus. Shaw et al. showed that in a survey of wheelchair related accidents
between 1988 and 1996, about 0.3 percent (170 incidents) involved a wheelchair
aboard a motor vehicle. [84] Only 6 percent of the accidents involving a
wheelchair in a motor vehicle were the results of the collision, and in no
cases did people receive injuries severe enough to require hospitalization.
Further analysis of the data indicated that school and public buses were the
safest form of transportation for wheelchair users. Most of the risk associated
with injury while in a public transportation system is related to tips, falls
or undesired movements during vehicle maneuvers that may result in injury to
the wheelchair user or other passengers. An approach that contains the
wheelchair and user within a limited area of the bus or large transit area may
be the most reasonable approach. This would also likely accommodate the changes
and advances taking place in wheelchair design.
The
emergence of advanced mobility devices shows promise for the contribution of
engineering to the amelioration of mobility impairments for millions of people
who have disabilities or who are elderly. The application of advances in power
electronics, telecommunications, controls, sensors, and instrumentation have
really only just scratched the surface. Advancing mobility technology for
people with disabilities and people who are elderly represents a significant
career and business opportunity for engineers who want to serve the public good
in a meaningful and tangible way. In other areas, manufacturers of mobility
devices are increasing the use of manufacturing technologies to reduce product
line complexity. Recent examples include use of molded plastic shrouds,
expanded use of outsourcing, and globalization of original equipment suppliers.
It also appears that the market is going to experience another period of
consolidation, with companies with funds purchasing new technologies through
acquisition of smaller companies during this period of economic downturn. The
United States and Europe appear to be the regions with the most potential for
economic growth in mobility products, while Asia seems the likely focus of
future outsourcing to reduce production costs. The growth of some companies (e.g.,
Invacare), and the introduction of large companies (e.g., Johnson &
Johnson, Yamaha Motor Corporation) are likely to change the business of
producing wheelchairs. It is likely that wheelchair manufacturing will begin to
mirror the automotive and computer industries. Wheelchair manufacturers will
probably begin to focus more on the development of new designs and sub-system
specifications for their suppliers. The large manufacturers will then assemble
and test the final wheeled mobility products.
Based
upon our review of the literature, our estimations of market trends, and
information provided by consumer groups, manufacturers and suppliers, we were
able to identify the following areas for further investigation or product
development:
• Research focused on reducing the
incidence of secondary conditions (e.g., upper extremity pain, de-conditioning,
vibration/shock exposure) associated with long-term wheelchair user.
• Research focused on determining the
actual usage patterns of wheelchairs (i.e., what are the exposure rates to
hazards, where are wheelchairs used, how frequently are wheelchairs used). The
impact of the built environment on mobility and activity needs to be studied.
• Improved outcomes measures to
enhance the provision of wheelchairs and to determine who benefits most from
existing and emerging technologies.
• Epidemiological and market data are
needed to reduce the error in current data to more accurately direct research
and development.
• Mobility technology development that
accommodates people with severe and/or multiple disabilities to live
comfortably, effectively, and as independently as possible in the community.
• Mobility technology to address the
needs of emerging or rapidly growing groups of wheelchair users (e.g., active
elderly, obese individuals, people with multiple sclerosis).
• Research to support technological
standards, architecture and community standards, and clinical practice
guidelines.
• Research and development to
incorporate technologies and manufacturing techniques from other fields (e.g.,
rapid prototyping, computer simulation, robotic manufacturing, digital signal
processing, robust controls).
• Research and development to
improve the safety of wheelchair users during a wide-range of activities (e.g.,
prevention of tips-and-falls, safety when using wheelchairs as a seat in a
motor vehicle, safety when using a wheelchair as a seat in public
transportation).
There
appears to be a steady advance in wheelchairs despite the restrictions imposed
by insurance providers. Some changes result in costs savings, whereas others
are expanding the capabilities of the user. Some of the trends in wheelchairs
are going to require new service delivery mechanisms, changes to public policy,
and certainly greater coordination between consumers, policy makers,
manufacturers, researchers, and service providers.
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