40 History and Physical Examination of the Musculoskeletal System
History in a Patient with Musculoskeletal Disease
Stiffness
Stiffness is a common complaint among patients with arthritis. What is meant by stiffness varies from patient to patient, however. Some patients may use the term stiffness to refer to pain, soreness, weakness, fatigue, or limitation of motion.1 Rheumatologists generally use the term stiffness to describe discomfort and limitation on attempted movement of joints after a period of inactivity. This “gel” phenomenon occurs usually after an hour or more of inactivity. The duration of stiffness related to inactivity varies, with mild stiffness lasting minutes and severe stiffness lasting hours.
Loss of Function
The comprehensive history should include an assessment of the patient’s ability to perform activities of daily living, as loss of function is a common manifestation of musculoskeletal disease with serious impact on health and quality of life. The extent of disability may vary from loss of the ability to use one finger joint due to arthritis to complete physical incapacitation due to severe inflammatory polyarthritis. Irrespective of the cause, loss of physical function often has a profound impact on patient social activities, exercise routine, work capacity, and even basic self-care. Assessing for the presence and degree of functional disability is important in evaluating the severity of illness and in making treatment recommendations, particularly in rheumatoid arthritis, where disability is among the best predictors of long-term outcomes and mortality.2–4
Functional capacity is assessed first by asking general questions about the patient’s ability to perform daily activities, including grooming, dressing, bathing, eating, walking, climbing stairs, opening doors, carrying objects, and so forth. A report of a specific loss of function, such as difficulty opening a milk carton, should be investigated further to clarify why the task is difficult, which will inform the differential diagnosis and guide clinical examination. This information will also yield important information for management, such as opportunities for physical and occupational therapy, use of splints/braces, and so forth. Overall functional capacity may be evaluated with the use of an instrument such as the Health Assessment Questionnaire (see Chapter 33), which is widely used in research and in the clinic to monitor changes in physical function in response to therapy among patients with rheumatoid arthritis and other rheumatic diseases.
Systematic Method of Examination
Recording the Joint Examination
Documentation of the joint examination is important in making decisions about therapy, monitoring the activity of arthritis, and determining the efficacy of interventions. Many different recording methods have been described. Abbreviations for each joint can be used, such as PIP for the proximal interphalangeal joints. The S-T-L system has been used historically to record the degree of swelling (S), tenderness (T), and limitation of motion (L) of each joint on the basis of a quantitative estimate of gradation.5 This method remains useful but is used less commonly today because of increasing reliance on electronic medical records. It is easier to describe joint findings in narrative form, for example, “there is 2+ swelling of the second and third MCP joints,” where grade 0 indicates no swelling, grade 1 indicates palpable synovial thickening, grade 2 indicates loss of normal joint contours, and grade 3 indicates frank cystic swelling of the metacarpophalangeal joint. An alternative method is to record joint examination findings using a schematic skeleton or homunculus. When accuracy is necessary, the range of motion of individual joints may be measured using a goniometer.
Joint counts are being used increasingly to monitor the activity of inflammatory arthritides in practice and in clinical trials.6 For monitoring disease activity of rheumatoid arthritis, a 28-joint count for tenderness and swelling has been recommended. To assess the tender joint count, the examiner documents which joints the patient indicates are painful on palpation with enough pressure to blanch the nail bed of the examiner’s thumb and index fingers. To assess the swollen joint count, the examiner documents which joints have palpable soft tissue swelling or fluctuance, excluding joints affected only by deformity or bony hypertrophy. The 28-joint count7 includes the shoulders, elbows, wrists, first to fifth metacarpophalangeal joints, first to fifth proximal interphalangeal joints, and knees on both sides of the body. Compared with more extensive joint counts, the 28-joint count has the advantage of being quick and easy to perform; however, it is limited by the fact that the ankles and metatarsophalangeal joints are not included, so active disease in the feet may be underestimated. The 28-joint count is used to calculate the Disease Activity Score 28 (DAS28),8 which is a validated instrument used to monitor disease activity.
INTERPRETING the Joint Examination
The physician must understand the significance of specific joint findings, both their presence and absence, to make appropriate treatment decisions. As with any diagnostic assessment, the accuracy and reliability of the joint examination are important considerations. With regard to accuracy in detecting physical signs of inflammatory synovitis, numerous studies have shown that joint examination is far less sensitive in detecting synovitis or effusions than high-resolution ultrasonography or magnetic resonance imaging.9–11 Although it prevails that swollen joints are more specific for active synovitis, recent clinical studies have suggested that joint tenderness has similar value in predicting the progression of radiographic joint damage as compared with swelling.12 Demonstrable physical signs of arthritis may be particularly subtle for patients with early disease.13 Thus, the examiner must consider the physical findings in view of the complete history of joint symptoms to make an accurate diagnosis, assess prognosis, and prescribe management.
The joint examination is also affected by variability. For observations such as joint tenderness or grip strength, interobserver variability usually is greater than intraobserver variability. Considerable intraobserver variability may be noted in observations of the same patient, even over a short interval. Interobserver reliability, in general, is higher for joint-line tenderness than for swelling and is specifically related to the underlying disease, such as higher reliability of the examination for joint swelling in rheumatoid arthritis than in psoriatic arthritis.11
Examination of Specific Joints
Temporomandibular Joint
The temporomandibular joint is formed by the condyle of the mandible and the fossa of the temporal bone just anterior to the external auditory canal. It is difficult to visualize swelling of this joint. The examiner may palpate the joint by placing a finger just anterior to the external auditory canal and asking the patient to open and close the mouth and to move the mandible from side to side.14 The presence of synovial thickness or swelling of minimal or moderate degree can be detected most easily if the synovitis is unilateral or asymmetric compared with the other side. To assess vertical movement of the temporomandibular joint, the examiner should ask the patient to open the mouth maximally and then measure the distance between the upper and lower incisor teeth, normally 3 to 6 cm. Lateral movement can be determined by using incisor teeth as landmarks. Audible or palpable crepitus or clicking may be present in patients with and without evidence of severe arthritis.
Many arthritides can affect the temporomandibular joints, including juvenile and adult rheumatoid arthritis. Children in whom these joints are affected may develop micrognathia, resulting from arrested bone growth of the mandible. Patients without inflammatory arthritis may develop arthralgias of the temporomandibular joint, consistent with the temporomandibular joint syndrome (see Chapter 51). This syndrome is thought by some investigators to result from bruxism and is likely to be a form of myofascial pain, similar to fibromyalgia.
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