Beruflich Dokumente
Kultur Dokumente
Edited by
Krysia Dziedzic PhD, MCSP
arc Senior Lecturer in Physiotherapy
Arthritis Research Campaign National Primary Care Centre,
Keele University, Keele, UK
and
EDINBURGH LONDON NEW YORK OXFORD PHILADELPHIA ST LOUIS SYDNEY TORONTO 2010
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vii
Contributors
Philip G. Conaghan MBBS PhD FRACP FRCP Janine Hackett MSc Occupational Therapy BA(Hons) Dip.COT
Professor of Musculoskeletal Medicine, Section Senior Lecturer, Department of Occupational
of Musculoskeletal Disease, Leeds Institute of Therapy, University of Derby, Derby, UK
viii Contributors
Elizabeth D. Hale BA(Hons) Applied Social Science, MSc Health Christian David Mallen BMedSci BMBS DRCOG DFFP
Psychology, C.Psychol. (Chartered Health Psychologist) MMedSci MPhil MPCGP PhD
Chartered Health Psychologist, Dudley Group of Senior Lecturer in General Practice, Arthritis Research
Hospitals NHS Foundation, UK Trust Campaign National Primary Care Centre, Primary
Russells Hall Hospital, Dudley; Honorary Research Care Sciences, Keele University, Keele, UK
Associate, University of Birmingham, School of
Sport and Exercise Sciences, Birmingham, UK Joseph G. McVeigh PhD DipOrthMed BSc(Hons) Physiotherapy
Lecturer in Physiotherapy, School of Health
Sciences, University of Ulster, Jordanstown
Alison Hammond PhD, MSc, BSc(Hons), DipCOT, FCOT
Northern Ireland, UK
Reader in Rheumatology Rehabilitation, Centre for
Health, Sport & Rehabilitation Research , Faculty Susan L. Murphy ScD OTR/L
of Health & Social Care, University of Salford, Assistant Professor, Department of Physical
Salford and Consultant Research Therapist Medicine and Rehabilitation, University of
Rheumatology, Royal Derby Hospital, Derby Michigan & Research Health Science Specialist,
Hospitals NHS Foundation Trust, Derby, UK Geriatric Research, Education, and Clinical Center
(GRECC), Veterans Affairs Ann Arbor Health Care
Janet E. Harkess BSc OT System, Institute of Gerontology, Ann Arbor, USA
Head Occupational Therapist, Fife Rheumatic Diseases
Unit, Whytemans Brae Hospital, Kirkcaldy, UK Helen Myers PhD MSc BSc
Research Occupational Therapist, Arthritis
Research Campaign National Primary Care Centre,
Andrew Hassell MD FRCP MMedEd Primary Care Sciences, Keele University, Keele, UK
Consultant Rheumatologist and Senior Lecturer,
Department of Rheumatology, Haywood Hospital, Karin Niedermann MPH BScPT
Staffordshire, UK; Director of Undergraduate Physiotherapist, Head of MSc Programme/Senior
Programmes, School of Medicine, Keele University, Research Fellow Institute of Physiotherapy,
Keele, UK University of Applied Sciences, Winterthur,
Switzerland; Department of Rheumatology,
Kirstie L. Haywood DPhil (Health Sciences and Clinical University Hospital Zurich, Switzerland.
Evaluation), BSc (Hons) (Physiotherapy) MCSP SRP
Senior Research Fellow (Patient Reported Outcomes), Anne OBrien MPhil Grad Dip Phys MCSP
Royal College of Nursing Research Institute, School Lecturer in Physiotherapy, School of Health and
of Health and Social Studies, University of Warwick, Rehabilitation, MacKay Building, University of
Coventry, UK, Consultant Rheumatologist and Senior Keele, Keele, UK
Lecturer, Department of Rheumatology, Haywood
Hospital, Staffordshire, UK Rachel OBrien PhD, MSc DipCOT
Senior Lecturer Faculty of Health & Well Being,
Michael V. Hurley PhD MCSP Sheffield Hallam University, Broomhall Road,
Professor of Physiotherapy, Kings College Sheffield, UK
London, Rehabilitation Research Unit (Kings
Susan M. Oliver RN, MSc FRCN
College London), Dulwich Community Hospital,
Nurse Consultant Rheumatology, Barnstaple,
Dulwich, London, UK
Devon, UK
Bernadette Johnson MCSP Dorothy J. Pattison PhD
Specialist Paediatric Physiotherapist, Childrens Research Dietitian, Bone & Joint Research Team,
Physiotherapy Service, South Staffordshire PCT, Knowledge Spa, Royal Cornwall Hospitals (NHS)
Samuel Johnson Hospital, Lichfield, Staffordshire, UK Trust, Treliske, UK
Foreword
The effective management of long term chronic disa- groups to share knowledge and it is in this light
bling musculoskeletal disorders requires inputs and that this current volume fills a much needed gap.
expertise from several professional groups. One of The material in this book will provide students
the heartening trends worldwide over the past dec- and others in these disciplines with much of the
ade in rheumatology has been the breaking down key background information needed to under-
of professional barriers between physicians and pin and enhance their role in the joint manage-
key health care professionals such as nurses, physi- ment of our patients. It deserves to be widely read
otherapists, occupational therapists and podiatrists and its messages used to inform what we do.
amongst others. There is the realisation that only
with multidisciplinary working with each group Alan J Silman FMed Sci, DSc (Hons) MD,
maximising their contribution, can we all achieve FRCP, FFPHM
optimal patient benefit. Such working requires all Medical Director UK Arthritis Research Campaign
xiii
Preface
The idea for this book arose from a need to produce principles and the other on specific clinical condi-
a rheumatology textbook for physiotherapy and tions commonly seen by therapists. If we have omit-
occupational therapy students that was up-to-date ted to cover every one of the 200 musculoskeletal
and that captured the current trends in rheumatol- conditions we hope that the book has provided the
ogy and evidence-based practice. We were fortunate necessary tools to develop a management plan for
to have a wide circle of local, national and interna- those we have neglected.
tional collaborators who have provided contribu- Whilst we have targeted the undergraduate the
tions and in particular, with a patient as co-author, rapy student, this text will also be a very useful
a patient-centred approach (Ch. 2). The hallmark of addition for other health care students, therapists
rheumatology practice is multidisciplinary work- specialising in rheumatology, other members of the
ing so it seemed the obvious approach to combine rheumatology team, and community and hospital-
a textbook for both physiotherapists and occupa- based therapists who treat common rheumatologi-
tional therapists, and to enlist contributions from cal conditions, such as osteoarthritis.
the many members of the rheumatology team. We
felt it helpful to construct the book in two parts Krysia Dziedzic
with one section dealing with the fundamental Alison Hammond
xv
Acknowledgements
We would like to thank all the authors for their hard up the work we had to drop to see this through to
work in producing such interesting and informa- its conclusion.
tive contributions. We would like to thank Ailsa Finally, we can take this opportunity to thank
Bosworth for her contribution as our patient author the following who have provided us with funded
and giving the book a patients perspective in writ- posts/ research funding at key stages in our own
ing chapter two with Susan Oliver. We would like rheumatology careers, which have enabled us to
to take the opportunity to thank all supporters of take on this book:
rheumatology and allied health professionals over
l The Arthritis Research Campaign (KD, AH)
the many years (patients, rheumatologists, other
health care professionals, researchers) who inspired And
this textbook. l The Staffordshire Rheumatology Centre, the
We would like to thank Veronika, Siobhan, Rita Haywood Hospital, Burslem, Stoke on Trent
and Sruthi from Elsevier who supported us magnif- and The Arthritis Research Campaign National
icently throughout the editing process with much Primary Care Centre, Keele University (KD)
enthusiasm. We would also like to thank Hilary l The Rheumatology department, Derby
Jones and Zoe Mayson at Keele for their secretarial Hospitals NHS Foundation Trust. In particular,
and technical support. Dr R Williams, Dr M Regan, Dr C Deighton,
In particular we need to thank our family, friends Dr G Summers, and all the members of the
and work colleagues for their support and for picking Rheumatology MDT (AH).
Chapter 1
General practice 4
General practice 4
General practice and the role of triage 4 1.1 Rheumatology and
General practitioners with a special interest 5
Practice based commissioning 5
the rheumatologist
Triage 5 Krysia Dziedzic PhD MCSP Arthritis Research
Physiotherapy 6 Campaign National Primary Care Centre, Primary Care
Background 6 Sciences, Keele University, Keele, UK
Current climate 6 Peter Dawes MBChB FRCP Haywood Hospital, Stoke
Opportunities 7 on Trent NHS Primary Care Trust, Staffordshire, UK
Challenges 7
Occupational therapy 7 Introduction
Occupational therapy 7
Podiatry 8 There are over 200 musculoskeletal conditions affect-
Podiatry 8 ing millions of adults and children, and it is estimated
that up to 30% of all general practice consultations
Health psychology 10 are about musculoskeletal complaints (Department
of Health 2006). The ageing population will further
increase the demand for treatment of age-related diseases of the musculoskeletal system. As well as an
disorders such as osteoarthritis and osteoporosis empathic approach to patients and the ability to work
(Department of Health 2006). Rheumatology is an well within a multidisciplinary team the rheuma-
exciting and expanding field (BHPR 2004). Its profile tologist will often be the team leader. They develop
has risen dramatically with improved understanding good communication skills and above all the abil-
of inflammatory and non-inflammatory conditions, ity to work closely with other health professionals.
and the availability of powerful and expensive treat- The team approach to providing care is highly val-
ments, e.g. anti-TNF therapies. ued by rheumatologists because rheumatology man-
People with musculoskeletal conditions need a ages longstanding and often incurable conditions.
wide range of high-quality support and treatment The majority of musculoskeletal diseases are
from simple advice to highly specialised treatments. managed in primary care and rheumatology is
The Musculoskeletal Services Framework (MSF) mainly an outpatient speciality. Some rheumatology
(Department of Health 2006) describes best prac- departments hold out-reach clinics in general prac-
tice, built around evidence and experience. It pro- tice, and some are now sited in primary care trusts.
motes redesign of services, and full exploitation of However, there are real advantages for patients
skills and new roles of all healthcare professionals; with inflammatory arthritis or connective tissue
and better outcomes for people with musculoskel- disease in seeing a rheumatologist (BHPR 2004),
etal conditions through a more actively managed as some of these are very serious diseases that can
patient pathway, with explicit sharing of informa- be difficult to diagnose and treat. Timing of phar-
tion and responsibility, agreed between all stake- macological interventions and their safe monitor-
holders in all sectors patients; the NHS and local ing is a pre-requisite for managing inflammatory
authorities; and voluntary/community organisa- arthritis. Rheumatologists undertake many practical
tions. Multidisciplinary services are central to the procedures. All would do joint aspiration and injec-
framework, offering triage, assessment, diagnosis, tion whilst some develop an interest in ultrasound,
treatment or rapid referral to other specialists. nerve conduction studies, arthroscopies, muscle
biopsies etc. (BHPR 2004). Others develop expertise
in management, research or education.
The role of the multidisciplinary Some rheumatic diseases are complex requiring
team monitoring to determine a diagnosis and follow-up
to assess change over time. Rheumatologists work
The multidisciplinary team has been shown to be closely with patients and the rheumatology team to
effective in optimising management of patients identify problems, design individualised treatment
with arthritis (Vliet Vlieland et al 1997). All patients programmes and help patients and their families
should have opportunities to access a range of cope with the impact of the disease.
health care professionals (SIGN 2000), including Rheumatologists also work closely with ortho-
rheumatologist, general practitioner, nurse special- paedic surgeons, radiologists, anaesthetists (pain
ist, physiotherapist, occupational therapist, dieti- service), and neurosurgeons, and keep the patients
cian, podiatrist, health psychologist, social worker own general practitioner fully informed of progress.
and pharmacist. The next section will summarise the
individual roles of many of these health care profes-
sionals. Following this, the most important member
of the rheumatology team, the patient as an expert in
1.2 Nursing
living with the condition, will describe their journey Sarah Ryan RGN PhD MSc BSc FRCN Haywood
(see Ch. 2). Throughout the book members of the Hospital, Stoke on Trent NHS Primary Care Trust,
multidisciplinary team have contributed chapters on
Staffordshire, UK
their specific area of specialty, e.g. Chapter 14 on diet
and complementary therapies.
THE RHEUMATOLOGY NURSE
The rheumatologist The role of the rheumatology nurse
Rheumatologists have general medical knowledge, The role of the rheumatology nurse has developed
and have additional training and experience in from the collection of clinical measurements during
the diagnosis and treatment of arthritis and other drug trials in the 1970s (Bird 1983), to encompass a
Chapter 1 Overview of the aims and management of rheumatological conditions: the multidisciplinary approach
much broader spectrum of activities. These activities l Providing symptom management (pain, stiffness
include patient education and counselling, the mon- and fatigue)
itoring of drug therapy, running specialist clinics, l Fostering patient participation.
patient assessment and management and recom- A survey of practice in nurse led clinics for
mending treatment changes to the rheumatologist patients with RA (Ryan & Hill 2004) demonstrated
and general practitioner (Carr 2001). that nurses are engaged in
Patients are often referred to a rheumatology nurse
l Monitoring of disease status (musculoskeletal
following diagnosis of an inflammatory rheumato-
logical condition, most commonly rheumatoid arthri- examination, initiating and interpreting
tis (RA) to commence disease modifying drugs, begin investigations, referral to other specialists)
the process of patient education, to obtain symptom l Providing emotional support
control and receive emotional support. At the time l Patient education
of diagnosis the patient can experience a plethora of l Management of stable disease
emotions including anger, shock, grief and denial. l Management of patients on biologic therapies.
Shaul (1995) demonstrated that in the early stages, The model for clinics for patients with RA has
women with rheumatoid arthritis needed to have been replicated to other conditions including connec-
their symptoms explained and managed before they tive tissue disorders, osteoporosis and chronic pain.
could begin the process of learning coping strategies.
The nurse consultation enables partnership, intimacy
and reciprocity to evolve, and provides the forum to Community nurse led clinics
identify the patients priorities, providing care that
has meaning and relevance to the patient. The key Nurse led clinics have been replicated in the com-
functions of nursing, as described by Wilson Barnett munity and GP practices to provide similar func-
(1985) (Box 1.2.1) will be incorporated into the con- tions including:
sultation to promote adaptation to the condition. l Joint assessment
Education and support will also be offered to family l Monitoring of the safety and efficacy of drug
members, if the family does not appreciate the value treatment
of the management being advocated, for example l Initiation and interpretation of clinical laboratory
exercise to assist with pain, stiffness and fatigue, then data
the individual may find it difficult to engage in this l Liaison between the patient and the GP (Mooney
activity, without the endorsement of their family. 1996).
Arthur and Clifford (2004) compared the satisfac-
Characteristics of nurse-led clinics tion of patients attending drug monitoring within
Hill (1992) describes the characteristics of a nurse primary and secondary care locations. They found
led clinic as patients reported a higher level of satisfaction with
l The provision of information and education secondary care based drug monitoring. Empathy,
l Adopting an holistic approach not task orientated
specialist knowledge, information provision, tech-
nical aspects, time and continuity of care were iden-
l The involvement of the multi-disciplinary team
tified as important attributes contributing to the
satisfaction experienced by patients attending sec-
BOX 1.2.1 The key functions of nursing (Wilson ondary care drug monitoring.
Barnett 1985)
n Understanding illness and treatment from the
patients viewpoint The effectiveness of nursing
n Providing continuous psychological care during interventions
illness and critical events Hill et al (1994) demonstrated the value of a clinic
n Helping patients cope with illness or potential run on true nursing principles. This study was an
health problems evaluation of the effectiveness, safety and accept-
n Providing comfort ability of a nurse practitioner in a rheumatology
n Co-ordinating treatment and other events affecting outpatient clinic. Seventy patients with RA were
the patient. randomly allocated to either the nurse practitioner
clinic or a consultant rheumatologist clinic and seen
Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
to secondary care is relatively unusual occurring in a defined geographical area such as a Primary Care
approximately 5% of all consultations. Trust (PCT)). GPs, with the support of their local
GPs are by name, and training, generalists mak- PCTs, have the potential to hold specific budgets
ing it impossible to have in-depth knowledge in all and to be responsible for commissioning key serv-
areas, yet given the large workload generated by ices (a scheme not dissimilar to fund holding which
rheumatological conditions in primary care, it is formed the cornerstone of NHS reform in the 1990s).
perhaps surprising that formal clinical training in It is envisaged that this will encourage a greater
rheumatology, rehabilitation or orthopaedics does variety of services, from an increased number of
not commonly feature as part of general practice providers, in settings that are both closer to home
training schemes (Hosie 2000). These unmet edu- and more convenient for patients and their families.
cational needs are currently being addressed with If successful, this scheme has the potential to reduce
the introduction of the first formal curriculum for referrals to secondary care, improve co-ordination of
general practice in 2007. Core competencies for patient services and improve collaboration between
rheumatological disorders have been identified that local GP practices (Greener et al 2006), however,
should be met by all GPs in training (full details are uptake of practice based commissioning is currently
available at www.rcgp.org.uk). low in many areas and its impact on the provision of
Two recent developments in primary care that services has yet to be evaluated.
have the potential to significantly impact on the
delivery of musculoskeletal services in the commu-
nity are the introduction of GPs with a special interest Triage
in rheumatology and practice-based commissioning.
These will be discussed in more detail below. Over the past decade, there has been a dramatic
increase in the use of triage (particularly by tele-
phone) in general practice. The term triage refers to
General practitioners with a special
the process where calls are received, assessed and
interest
managed by giving advice or by referral to a more
One of the key components of the NHS Plan (2000) appropriate service (Lattimer et al 1996). In general
was the formal introduction of General Practitioners practice this is a role typically (although not exclu-
with a Special Interest (GPwSI). A GPwSI is defined sively) performed by practice nurses.
as a general practitioner who supplements their This system allows practices to prioritise their
core professional role and undertakes advanced workload and to fully utilise the clinical skills and
procedures not normally undertaken by their peers experience of the wider primary health care team
(Hay et al 2007). In order to work as a GPwSI, where appropriate. It is estimated that up to 50%
GPs have to first demonstrate that they have the of calls from patients can be handled by telephone
appropriate skills and competencies to deliver an advice alone (range 25.572.2%) and that triage
enhanced rheumatological service within a defined has the potential to reduce immediate GP surgery
quality framework. This enables them to accept consultations and home visits (Bunn 2004). Many
direct referrals from other GPs, which has the practices have introduced a system of telephone
potential to reduce demand for more specialised triage where patients with a new problem (such
secondary care services. Services are provided at as acute low back pain, respiratory tract infection)
a local level, and may include areas such as more speak to the practice nurse who gives advice, offers
specialised joint injection and the management of treatment or referral to an appropriate health pro-
patients with inflammatory arthropathies. fessional (e.g. GP, physiotherapist, occupational
therapist, nurse practitioner) within a predeter-
mined protocol. Although these systems have
Practice based commissioning
increased in popularity further research is needed
Another recent development in primary care has to fully evaluate aspects of safety, cost and patient
been the implementation of practice based commis- satisfaction (Bunn et al 2005).
sioning. Practice based commissioning, which is An alterative triage system for patients with
currently only implemented in England, refers to the rheumatological complaints has been developed by
devolution of commissioning for health related serv- organisations such as Physio Direct (http://www.
ices to GPs (or more usually groups of GPs within csp.org.uk/). This system allows patients direct
Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
access by telephone to a senior physiotherapist delivered locally, have excellent outcomes, and should
who uses a combination of computerised proto- be delivered by the most appropriate professional.
cols and their clinical experience to make a diagno- Approximately 30% of patients consulting their
sis, discuss management and make an appropriate general practitioner (GP) present with a muscu-
treatment plan. It also provides patients with the loskeletal condition (DOH 2006a). Physiotherapists
convenience and flexibility of self-referral, and uti- have excellent diagnostic and treatment skills for
lises health care professionals with experience and this group of patients, which could be utilised to a
expertise in managing rheumatological disorders. greater extent to provide timely management and to
Given the prolonged waits often encountered by assist in the delivery of the 18 week pathway. This
patients waiting for physiotherapy, and the benefits Pathway recommends that patients will be seen
associated with prompt treatment, this system has and treated within 18 weeks from point of referral
several clear advantages, which also including the to definitive care (Department of Health 2006b).
potential to reduce GP appointments, reduce non- Practice Based Commissioning allows clusters of
attendance to physiotherapy clinics and enhanced GP practices to purchase services from their locality.
patient satisfaction, however, its use is currently not The monies saved from purchasing services locally
universal and it has yet to be fully evaluated. will then be reinvested to improve services further.
Over 90% of primary care patient contacts still Physiotherapists working in primary care will have
occur in general practice, and rheumatological con- opportunities to engage with local clusters to influ-
ditions are extremely common in primary care. In ence how and where physiotherapy is delivered.
recent years there has been a dramatic rise in the The Musculoskeletal Strategy doing it differ-
use of triage and other approaches of direct and self- ently (Department of Health 2006a) aims to guide
referral. Future years will see further evaluation of where care should be provided. One of the found-
the cost effectiveness of these new initiatives com- ing principles is that of the Multidisciplinary
pared with traditional approaches in primary care. interface clinic. This type of clinic acts as a gate-
keeper for onward referral to secondary care.
Patients are assessed, investigated, diagnosed and
referred for treatment, mostly within primary care.
1.4 Physiotherapy Physiotherapists are already working in inter-
face style clinics assessing a range of conditions
Kay Stevenson M.Phil Grad Dip Phys University (Stevenson & Hay 2004). They give opportunities
Hospital of North Staffordshire, Stoke on Trent, for extended clinical reasoning and the development
Staffordshire, UK of additional techniques such as injection therapy
(Fig. 1.4.1), prescribing and the use of investigations.
Background
Current climate
of diagnosis 60% of people with rheumatoid arthritis Recent clinical guidelines emphasise skilled rheu-
(RA) have difficulties with household, leisure and matology OT should be available to people with
social activities (Young et al 2000). Over 50% of peo- rheumatic conditions (Luqmani et al 2006, 2009,
ple with RA will have difficulty with work (reduced NICE 2009, Scott et al 1998, SIGN 2000, Zhang et al
hours, difficulty with work roles, long-term sick 2007). Rheumatology OT is in short supply nation-
leave or giving up) by 10 years, with potentially seri- ally. Increasing pressure to reduce time with cli-
ous personal and financial consequences (Verstappen ents for waiting list management means OTs must
et al 2004). Hand function in women with RA is only ensure evidence-based, effective, efficient practice,
40% of normal function within 6 months of diagno- such as group cognitive-behavioural patient edu-
sis (Hammond et al 2000). Adjusting to living with cation programmes, provided collaboratively with
arthritis or chronic pain conditions, such as fibro- physiotherapists and nurses (Hammond et al 2008).
myalgia, and adapting roles and lifestyle can lead to The changing nature of Rheumatology services
differing emotional reactions (e.g. stress, depression, provides both opportunities and threats. Increasing
anger) and impact on relationships. numbers of clinical specialist posts provide oppor-
Interventions focus on: maintaining and improving tunities to: collaborate with academic rheumatol-
upper limb function through joint protection, hand ogy OT researchers furthering the evidence base for
exercises, assistive devices and splinting; fatigue man- rheumatology OT; in developing guidelines; and
agement; activity and environmental modifications; disseminating specialist practice in hub-and-spoke
activities of daily living training; transport and mobil- networks working closely with primary care-based
ity assessment and advice, benefits and community OTs. The growth of OT extended role practice can
resources advice; and pain and mood management, further enhance team care, identifying and address-
e.g. through stress management and relaxation train- ing clients occupational needs rapidly. The increas-
ing (NICE 2009). Because work problems occur early, ing shift to primary care-based services poses a risk
OTs should ensure these are systematically identified of losing specialist skills, so all OTs must actively
by the team and timely OT referrals made for ergo- lobby for the continuing need for specialist rheuma-
nomic assessment and vocational rehabilitation to tology OT, wherever it is located, to enable people
reduce long-term personal, health and social costs. with arthritis to lead more meaningful lives.
Clients time use and balance of meaningful activi-
ties should be explored and avocational counselling
also provided (i.e. advice and practical assistance
with leisure, voluntary work and adult education 1.6 Podiatry
opportunities). Loss of valued activities is associated
with poorer psychological status, functional and dis- Jim Woodburn PhD MPhil BSc FcPod Med School
ease outcomes (Katz & Yelin 1994). People with RA of Health & Social Care, Glasgow Caledonian University,
performing fewer valued activities (at work, leisure Glasgow, UK
or in the home) are significantly more likely to be Deborah E. Turner PhD PGCert Medical
depressed, a predictor for poor outcome (and thus Ultrasound BSc (Hons) FCPodMed School of Health &
higher health costs) (Katz & Neugebauer 2001). Social Care, Glasgow Caledonian University, Glasgow, UK
OTs should provide interventions within the con-
text of individual clients readiness to make changes
in their lives. This can require psychological inter-
ventions such as counselling, stress management Podiatry
(e.g. addressing negative thinking), using cognitive-
behavioural and motivational strategies, enabling The burden of foot disease in rheumatological condi-
people to explore feelings and beliefs about their tions such as rheumatoid arthritis can be substantial
condition, its lifestyle impact, their abilities and clari- and impact negatively on health related quality of
fying goals, to enable concordance with physical and life (ARMA 2007). Impairments such as pain and
functional interventions. Such approaches are proven deformity may be associated directly with primary
effective (NICE 2009). Using a cognitive-behavioural disease mechanisms such as synovitis and enthesop-
approach is more effective in enabling people to self- athy, but complications such as vasculitis also lead
manage (Hammond 2004, Hammond & Freeman to disabling foot problems including ulceration and
2007, Hammond et al 2008, Luqmani et al 2009). infection (ARMA 2007). The podiatrist is regarded
Chapter 1 Overview of the aims and management of rheumatological conditions: the multidisciplinary approach
as a valuable member of the multidisciplinary team ulcer is healed. A care plan is developed and the
however their services are often scarce and poorly patient booked for follow up foot care.
accessed (ARMA 2007). Furthermore, foot problems Mrs Black brings in her 14-year-old daughter,
are often neglected during routine clinical assess- Allison who has polyarticular juvenile idiopathic
ments further compounding the problem. Requests arthritis. Allison has a troublesome right ankle and
for podiatry and comfortable footwear are high is clearly limping as she walks. Following assess-
on priority lists for unmet care for many of these ment, the podiatrist in consultation with the physi-
patients (ARMA 2007). otherapist and paediatric rheumatologist initiates a
Podiatrists are well-placed to assess, advise and care plan involving an intra-articular corticosteroid
treat patients with foot problems. The overall aims injection to the ankle joint along with joint mobili-
and management can be illustrated by summarising sation and muscle strengthening, and orthotics to
eight patient cases presenting to a typical clinical ses- stabilise and control the ankle joint during walking.
sion in a busy rheumatology outpatient clinic. The first The next patient, Mrs Wilson, has been newly
patient is Mrs White, a middle-aged lady with rheu- diagnosed with RA. Mrs Wilson has just started her
matoid arthritis who presents with well established methotrexate treatment so has many active joints
foot impairments including forefoot pain and deform- including those of the feet. The podiatrist carefully
ity and moderately severe flat-footedness, all acquired provides some personalised advice on joint protec-
since the onset of her arthritis. Mrs White attends for tion strategies for the feet and dispenses temporary
routine follow up and has the painful callus overly- orthoses. The patients partner is taught how to assist
ing her metatarsal heads debrided (removal of tissue with daily hygiene including nail and skin care. Mrs
to improve the healing potential of the remaining Wilson is requested to attend for review after her dis-
healthy tissue) and her new therapeutic footwear fit- ease is optimally controlled by medication for follow
ted. Mrs White reports immediate improvement in up care if indicated. To reinforce the advice given in
her symptoms as she leaves the clinic. clinic, patient information leaflets on foot problems
The next patient is Mr Smith a gentleman with and care are provided. Our podiatrist finishes her list
seronegative spondylarthopathy presenting with by carrying out a minor surgical procedure for an RA
bilateral plantar heel pain related to enthesopathy. patient with a chronic painful in growing toenail.
He has responded well to an ultrasound-guided During the clinical session our podiatrist, who
corticosteroid injection and night splint and today works as specialist in rheumatology practice, assists
is being fitted for a custom made shoe insert. Mr the consultant rheumatologist to undertake an
Edwards follows. He is an elderly gentleman with ultrasound guided corticosteroid injection to the
persistent and disabling foot pain associated with subtalar joint. They discuss the merits of entering
hallux rigidus resulting from osteoarthritis at the 1st the joint via the sinus tarsi over a medial approach,
metatarsophalangeal joint (MTP). On reviewing the as well as indications and contra-indications of the
case the podiatrist feels he is non responsive to con- technique. This takes place as part of a clinical men-
servative care including orthotics and therapeutic toring scheme as the podiatrist is undertaking train-
shoes, and non-steroidal antiinflammatory drugs. ing on ultrasound and intra-articular joint injections
The podiatrist discusses alternative approaches as part of extended scope practice whilst working
including surgery and a referral is made to the foot towards a consultant grade post.
and ankle orthopaedic surgeon. Underpinning all of these cases are the primary
Before the next patient is seen, one of the rheu- aims of podiatry care to relieve pain, maintain
matologists brings in Mrs Jones, for an unsched- or improve function and to maintain optimal tis-
uled consultation. The patient has severe and active sue viability and provide wound management.
RA and is about to start biologic therapy. However, In our examples above our podiatrist is working
Mrs Jones has a troublesome hammer toe which effectively as part of the multidisciplinary team
has a thick callus over the interphalangeal joint. and is advancing their own knowledge and skills
Exquisitely painful the patient has never had this to provide better and more effective patient care.
treated. The podiatrist carefully debrides the cal- Podiatrists are experts in assessing and evaluating
lused lesion to reveal a small underlying pres- mechanical foot problems and gait as well as under-
sure ulcer and, recognising the risks posed by skin standing underlying systemic and local disease
infection in patients treated with biologic therapy, factors that manifest in the feet as part of the rheu-
recommends delay to systemic therapy until the matic diseases. They provide physical treatment
10 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
strategies including orthotics and footwear, nail- suggest they could benefit from a referral to a psy-
care, callus debridement and wound management, chologist, or if you mention that you will be applying
injection therapy and minor surgical techniques. a psychologically-based intervention yourself.
Patient education is an integral part of foot care for The formal discipline of psychology is over 130
patients with rheumatic diseases and podiatrists years old. The first psychology laboratory was
are able to provide advice as well as assistance founded in 1875 at Harvard University in the USA
and training to adapt, self-manage and cope with by William James (Kim 2006). Four years later a fur-
disabling foot pain. Podiatry, Biomechanics and the ther psychology laboratory was founded in Leipzig
rheumatology foot is further detailed in Chapter 13. (Germany) by Wilhelm Wundt, who is usually cred-
ited as the founding father of modern psychology
(Kim 2006). Interestingly, although both Wundt
and James were trained in medicine, the applica-
1.7 Health psychology tion of psychological theory and methods to health
and illness is relatively new, particularly in the UK
Elizabeth D. Hale BA(Hons), MSc, CPsychol (Division of Health Psychology 2009). In the US the
Dudley Group of Hospitals NHS Trust, Russells Hall two fields called behavioural medicine and health
Hospital, Dudley and University of Birmingham, School psychology were formed as recently as the 1970s.
of Sport and Exercise Sciences, Birmingham, UK Behavioural medicine considers the role of psychol-
Gareth J. Treharne BSc (Hons), PhD University ogy in medicine and includes a wide range of dis-
ciplines in its membership and research (Sarafino
of Otago, Aotearoa/New Zealand and Dudley Group of
1990). Health psychology is a subfield of psychology
Hospitals NHS Trust Russells Hall Hospital Dudley, UK concerned with physical health. In the UK, health
psychology only became officially recognised as a
full Division of The British Psychological Society
Health psychology
in 1998 when the British Psychological Societys
Special Interest Group in Health Psychology was
What is psychology? And what is
redesignated the Division of Health Psychology and
health psychology specifically?
became responsible for the accreditation of courses
The purview of psychology has been defined in and training for health psychologists, that is, those
many ways over the years. A dictionary of psy- psychologists wanting to specialise in aspects of
chology states that psychology simply cannot be physical health and health promotion (Division of
defined (Reber 1985). Those who have attempted Health Psychology 2009), as detailed in Box 1.7.1.
to define this elusive subject use phrasings akin to
the science of mind and behaviour (Gross 1992).
The role of psychologists is still commonly misun-
BOX 1.7.1 Frequently asked question: what is a
derstood by health professionals and the general health psychologist?
public alike, often provoking mistrust.
This experience of working or studying within a In the UK a health psychologist is someone who
misunderstood discipline might be something that specialises in the psychology of physical health,
you identify with given that physiotherapy, occu- having completed accredited undergraduate,
pational therapy and advanced specialist nursing masters and doctoral degree programmes (or
are commonly misconstrued professions (see Study equivalent). Additionally, evidence of competency in
activity). One thing that is certain is that the question several specified areas (e.g. research, intervention,
And what do you do? is one which we try to avoid consultancy) will lead to the title Chartered Health
answering at social gatherings. Answering Im a Psychologist and the titular suffix CPsychol, denoting
psychologist is usually followed by Oh, Id better someone who can practice health psychology without
be careful then! or So can you tell what Im think- further directive supervision. (The need for professional
ing? To lay these contentions to rest, we are not ana- support supervision is, of course, on-going). More
lysing your behaviour and we are not mind readers. information about the role of Health Psychologists is
The serious point that this issue raises is that it is very presented by the Division of Health Psychology (2009)
relevant to understand the confusion and possible and Hale et al (2007).
discomfort that your patients may feel when you
Chapter 1 Overview of the aims and management of rheumatological conditions: the multidisciplinary approach 11
across the studies they reviewed. Information on BOX 1.8.1 Hierarchy of evidence (Bomdardier
measuring patient reported outcomes such as these et al 2003)
can be seen in Chapter 4. We will go on to explain
some of these concepts, like anxiety and coping in n One system for evaluating or grading the strength
more detail (see Chs 46). of evidence was developed for a Cochrane Review
This section has introduced psychology and n Strong evidence: multiple relevant, high quality
more specifically health psychology and its role in randomized controlled trials
rheumatology. Concepts and interventions used are n Moderate evidence: one relevant, high quality
explained in more detail in Chapter 11. randomized controlled trial and one or more
relevant, low quality randomized controlled trials
n Limited evidence: one relevant, high quality
age range who do not have any other medical con- make a case that the right treatment for this
dition. The conclusions from these randomized particular patient is not the one that is supported
controlled trials may not be applicable to a differ- by the highest level of evidence. The following
ent group of patients. Additionally, although sys- chapters have considered the best available evi-
tematic reviews are supposed to be consistent and dence whenever possible.
reliable, sometimes different reviews reach different
conclusions.
Not all decisions require the same level of evi- Useful websites
dence. For example, taxpayers will want health
policies that are based on good evidence of effec- ARMA website accessed 10/11/08
tiveness, safety and cost. More subtly, a clinician http://www.arma.uk.net.
might judge that there is enough evidence to sup- Chartered Society of Physiotherapy accessed 10/11/08
port or condone a patients choice for a particular http://www.csp.org.uk
treatment, but not enough to recommend the treat- Department of Health accessed 10/11/08
ment to someone else who has not considered it. It http://www.dh.gov.uk/en/index.htm.
is often said of complementary treatments that the Arthritis Research Campaign National Primary Care Web
patients preference might be crucial to success, but site, Critically Appraised Topics accessed 10/11/08
this is probably just as true of many conventional http://www.keele.ac.uk/research/pchs/pcmrc/
treatments that we use every day. dissemination/cat/index/htm.
In summary, although EBM may be the best http://www.rcgp-curriculum.org.uk. Accessed
way in theory to choose between different treat- March 2009.
ments, in practice it will often be necessary to
Katz, P.P., Neugebauer, A., 2001. Does Mooney, J., 1996. Audit of SIGN, 2000. Management of Early
satisfaction with abilities mediate rheumatology nurse outreach Rheumatoid Arthritis. SIGN
the relationship between the impact clinics. Rheumatology in Practice. Publication No. 48 ISBN 1899893
of rheumatoid arthritis on valued Winter 18-20. 37 7 http://www.sign.ac.uk/
activities and depression? Arthrit. NICE, 2008. National Institute for guidelines/fulltext/48/index.
Care Res. 45, 263269. Health and Clinical Excellence. html/. (accessed March 2009.).
Katz, P., Yelin, E.H., 1994. Life activities Osteoarthritis: national clinical Stevenson, K., Bird, L., Sarigiovannis,
of persons with rheumatoid guideline for care and management P., et al., 2007. A new
arthritis with and without in adults. http://www.nice. multidisciplinary approach to
depressive symptoms. Arthrit. Care org.uk/CG059www.nice.org.uk/ integrating best evidence into
Res. 7, 6977. CG059/ (accessed March musculoskeletal practice. J. Eval.
Kim A., 2006 Wilhelm Maximilian 2009.). Clin. Pract. 13, 703708.
Wundt. Stanford Encyclopedia NICE (National Institute of Clinical Thwaites, C., 2004. Rheumatology
of Philosophy. Online. Available: Excellence), 2009. Rheumatoid telephone advice lines..
http://www.plato.stanford.edu/ arthritis: national clinical guideline Musculoskeletal Care 2,
entries/wilhelm-wundt/29Jun2007 for management and treatment 120126.
Lattimer, V., Smith, H., Hungin, P., in adults. Ch. 6.3 Occupational Verstappen, S.M.M., Jacobs, J.W.G.,
et al., 1996. Future provision of Therapy. p87-94 http://www. Verkleij, H., et al., 2004. Overview
out of hours primary medical nice.org.uk/nicemedia/pdf/ of work disability in patients with
care: a survey with two general CG59NICEguideline.pdf/. rheumatoid arthritis as observed
practitioner research networks. Brit. (accessed March 2009.). in transversal and longitudinal
Med. J. 312, 352356. OBrien, A.V., Jones, P., Mullis, R., studies. Ann. Rheum. Dis. 51 (3),
Luqmani, R., Hennel, S., Estrach, et al., 2006. Conservative hand 488497.
C., et al., 2006. British Society for therapy treatments in rheumatoid Vliet Vlieland, T.P., Breedveld, F.
Rheumatology and British Health arthritisa randomized controlled C., Hazes, J.M., 1997. The two-
Professionals in Rheumatology trial. Rheumatology 45, 577583. year follow-up of a randomized
Guidelines for the management Reber, A.S., 1985. Dictionary of comparison of in-patient
of rheumatoid arthritis (the first Psychology, third ed.. Penguin, multidisciplinary team care
2 years). Rheumatology 45 (9), London. and routine out-patient care for
11671169. Ryan, S., Hassell, A.B., Lewis, M., et active rheumatoid arthritis. Brit.J.
Luqmani, R., Hennel, S., Estrach, al., 2006. A study into the impact Rheumat. 36 (1), 8285.
C., et al. 2009. British Society for of the expert nurse on the patients Wilson Barnett, J., 1985. Key
Rheumatology and British Health attending a drug monitor clinic. J. functions in nursing.. Lampada
Professionals in Rheumatology Adv. Nurs. 53, 277286. 2, 3539.
Guidelines for the management Ryan, S., Hill, J., 2004. A survey of Young, A., Dixey, J., Cox, N., et al.,
of rheumatoid arthritis (after practice in nurse led rheumatoid 2000. How does functional
the first 2 years). Rheumatology arthritis clinics. Rheumatology 43 disability in early rheumatoid
doi:10.1093/rheumatology/ken450b (Suppl. 2), 411. arthritis (RA) affect patients and
McCormick, A., Fleming, D., Charlton, Sarafino, E.P., 1990. Health their lives? Results of 5 years of
J., 1995. Morbidity statistics from Psychology: Biopsychosocial follow-up in 732 patients from
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1991-1992. London, HMSO. New York. Rheumatology 39, 603611.
Manley, K., 2000. Organisational Scott, D.L., Shipley, M., Dawson, A., Zhang, W., Doherty, M., Leeb, B.F.,
culture and consultant nurse et al., 1998. The Clinical Management et al., 2007. EULAR Evidence
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17
Chapter 2
applied to healthcare settings. Twenty-two individ- identified, including access to specialist services,
ual patient pathways were mapped retrospectively to adherence to National Institute of Clinical Excellence
explore the user-patient journey and attribute direct (NICE) guidance, support to stay in work and impor-
and indirect costs to variances in care (Fig. 2.1). An tantly, regular, patient-focussed support to enable
example of one participant map is shown in Figure active self management (such as telephone advice
2.2. Wide variances in many aspects of care were line services).
2 Advisory Board members (patient Proposal scoped and outline prepared by NRAS and SO
representatives) consented to undertaking Advisory Board Convened & project planned
pilot interviews prior to advisory Review of pilot interviews
board panel meeting Additional qualitative supervision recruited
The mapping project demonstrated that indirect and quantitative research (Bone and Joint Decade
costs to the individual were high and borne silently 2005, Hulsemann et al 2005, Woolf et al 2003, 2004).
(e.g. job losses). Seven of the 22 participants took An additional burden is the time spent waiting
early retirement or lost jobs directly due to the RA to be seen by a consultant. For conditions, such as
within the study period (Oliver & Bosworth 2006). RA, early referral is essential to improve long-term
These findings are borne out in other observational outcomes. Yet, in the mapping project seven of the
Patient costs
1. April 2002 private consultation 80.00 5. Extra cost for life insurance/mortgage protection, travel
2. March 2003 patient bought electric motor scooter to aid insurance, house insurance.
mobility: 1000.00 and needed to change her car to 6. Prescription costs: since the patient sold her home she is now
accommodate her electric scooter and change to automatic required to pay prescription charges because of capital.
control: cost 3000.00 allowing for part exchange of previous Currently costing at least 34.00 per month. Intending to buy
car. annual prescription.
3. Substantial costs involved in sale of house, agents, solicitor, 7. Food, such as ready meals the patient can prepare herself
redemption costs total more than 1000.00. when left alone: 1000.00 p.a.
4. Other aids: 8. B & B costs were incurred for patients husband when staying
shower cubicle 900.00, taps (bathroom and kitchen) 150.00 in area near national hospital at 35.00 per night for approximately
raised oven unit 500.00, kitchen sundries (kettle, knife, etc. 7 nights, totalling 245.00.
50.00) 9. Travel: journeys to National hospital were 300 miles (return) which
orthopaedic bed 1000.00 at IR rates of 40p/mile amount to 120.00 per trip x 6 visits =
gas fire with remote control 350.00 720.00. Visits to Haverfordwest calculated on the same basis
various personal aids, e.g. electric toothbrush, heat pad, amount to 11.20 per trip.
various supports, etc. ?
Expert Citizens
patient Advice
programmes Bureau
Phlebotomist
Tissue Voluntary Self-help
viability sector groups
nurse
Pharmacist
Pharmacist
District
nurse
Infection Specialist
nurse Case
control Consultant Practice Care worker
nurse nurse Home
rheumatologist manager adaptation
Physio-
therapist unit
GP Carer
SOCIAL Local
HOSPITAL SERVICES
RA authority
Podiatrist Ward patient Sensory finance
nurse loss team dept
Orthotist
Psychologist Occupational Occupational
therapist Employer therapist
Dietician Mobility
Pain
management
Dept of Work
and Pensions Chiropractor
Orthopaedic
consultant Nursing
Consultant home Complimentary
radiologist Equipment Private and alternative
aids sector therapies Osteopath
Medical
insurance Reflexologist
Carers Acupuncturist
Other
Figure 2.3 The spectrum of contact and needs through a patient journey.
knowledge of medications being prescribed. My cur- Health care professionals may only interact with people
with a chronic disease for a few hours a year...
rent GP has a specialist interest in RA which is won-
derful. For the individual, their knowledge and the rest of the time patients care for themselves...
understanding of their condition develops over time.
In some circumstances knowledge is gained from
interactions with healthcare professionals (Oliver
2004). For others, the general illness experiences
learnt through times of exacerbations or temporary
remission, form their views and abilities on personal
self management strategies (Corben & Rosen, 2005,
Department of Health 2001, 2005). The reality is
that people with long-term conditions manage
much of their care themselves at home with their
families and interact with their healthcare team for a
few hours per year (Department of Health 2005)
(Fig. 2.4). Figure 2.4 Patient self-management.
22 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Some individuals resolved their problems and continue throughout their illness pathway and
needs themselves particularly if they were adequately healthcare professionals (HCPs) need to be continu-
informed of the benefits of the multi-professional ally mindful of opportunities to provide informa-
team. One participant (009) had to push hard for tion giving, education and support as and when the
access to a physiotherapist when she wanted advice individual appears responsive, or requests addi-
on walking aids. The same participant asked for tional information. HCPs should focus not only on
splints but ultimately had to purchase them herself. the medical aspects of care but also the social and
When the issue was raised with the consultant they psychological consequences of disease (Arthritis &
were advised that the purchased splints seemed to Musculoskeletal Alliance 2004, Luqmani et al 2006).
be doing the trick. HCPs aim to encourage and support the individual
Negotiating healthcare services and accessing the from the first point of contact throughout their health-
support, information and treatment required can care journey, and encourage them to know they are
be a challenge. These challenges may be as a result entitled to be an active participant in their treatment
of their point of contact when they receive a diag- choices. At the same time, HCPs need to be mind-
nosis in a busy clinic environment that is alien to ful of those who are unable or do not wish to make
them. This experience is filled with many complex, informed decisions about their care. In the changing
and sometimes intimidating processes, that are a healthcare system these individuals will need to be
mystery to those lacking knowledge of healthcare considered and appropriate safety nets be in place
systems. Over time, for most, these experiences to ensure they still receive the optimum in care.
should become less intimidating and the threats
and challenges of the condition more readily under-
stood and managed.
Participant (024) stated that he had nothing but From newly diagnosed
praise for the way he has been looked after by all the to achieving mastery in
health professionals and the health service. One par- empowerment
ticipant (021) has subsequently moved from her first
hospital but had a less satisfactory experience. The It can be seen from the mapping projects that indi-
first time she was aware of her diagnosis was when viduals retrospectively understood more about their
the consultant took her to the RA nurse. As he handed care and what they should have received. However,
the file to the nurse he told the nurse that the patient the consequences of not having the appropriate
had RA. This was the first time it was mentioned. management at the right time were significant to
There are numerous factors that affect the individu- the individual. Patient empowerment is high on the
als ability to comprehend, retain or accept the informa- healthcare agenda and this should enable individu-
tion that is provided at the time of diagnosis (Hill 2006). als to be more informed about their care.
In addition, there are complex issues that affect the ini- The question is, what is empowerment and how
tial consultation and information giving process. Some do individuals achieve mastery? Empowerment
of these include knowledge of the disease prior to seek- is defined as: To give ability to; enable or permit.
ing a diagnosis, the level of stress and pain experienced This definition outlines the need to enable or permit
at the time of diagnosis, prior health issues, manner patients to take control and this means HCPs must
of communication at the time of diagnosis, personal play a key role in providing the help to develop strat-
health beliefs and the individuals coping styles. egies and the right level of support at the right time to
One participant (017) outlined how they were bom- facilitate empowerment. If the individual develops
barded with information about the condition, drugs, effective self-management strategies, their abilities
physiotherapy etc as part of a drug trial.. but very and self-efficacy can be negatively affected if princi-
little of this contained advice on what she would ples fail to be endorsed in the healthcare setting.
experience or how to manage the pain on a day to The natural course of the disease is variable and
day basis other than with the use of painkillers. an individuals disease path varies dependent upon
Education and information giving are not a one the actual disease and severity, as well as contribut-
stop package but an ongoing part of care. Newly ing factors such as:
diagnosed individuals may not fully recognise this l Type of onset (e.g. rapid or insidious)
need in the early phases of the disease (Luqmani l Time of onset (e.g. stressful life events at the
et al 2006). The variations in individual needs time, loss of job, new baby)
Chapter 2 The user patient journey 23
l Age and circumstances at time of presentation Individuals first presenting with joint symptoms
l Social and cultural issues (e.g. level of social in primary care receive widely disparate levels of
support, beliefs about pain and treatment for advice and support. Some receive optimum care and
symptoms) are rapidly referred to specialist services for a diagno-
l Psychological factors (e.g. individual coping sis. Others experience a delay of several months before
styles, health beliefs) gaining the same level of management (Oliver &
l Other pre-existing or newly presented
Bosworth 2006, Sanders et al 2004). The mapping
co-morbidities. project demonstrated that 16 out of the 22 partici-
pants received treatment with a disease modifying
Each of the above aspects can present at different drug (e.g. methotrexate) within 6 months of first
times in the individuals journey. HCPs need to be presentation. For those eligible for a biologic therapy
aware of and ready to provide the appropriate sup- (e.g. anti-TNF inhibitors adalimumab, etanercept
port and guidance that can enable the individual to or infliximab), half experienced delays before access-
work their way through these challenges or changes ing treatment (ranging from 210 months).
that present. For the individual, recognising their abil- Over time, many individuals manage on a day
ity to overcome some of these challenges can build to day basis in their community with the support of
their families and local services. Individuals learn
their self-esteem and perceptions of self-efficacy.
to manage their pain and cope with the disabil-
The relationship between patients and HCPs
ity. Individuals who use emotion-focussed coping
builds over time and illness experiences, yet the first
strategies may end up in a spiral of repeated vis-
and specific challenge in the early days of this thera-
its to their doctor and learned helplessness (Ryan
peutic relationship is at the time of diagnosis (Oliver
et al 2003). The aim of management should be to
& Ryan 2004). HCPs are aware of the importance
encourage positive coping styles and self manage-
of information giving and have to consider issues
ment principles and, hopefully, prevent individuals
related to informed consent to treatment. Some indi-
developing negative health beliefs or coping styles.
viduals will wish to have all the information they
can to aid their ability to understand and cope with
their newly acquired diagnosis, whilst others need Guidelines and standards
time to adjust and come to terms with the diagnosis
or may simply fail to accept the initial diagnosis. HCPs and patients need a clear framework for practice
The HCPs expertise is in rapidly assessing the that will inform and guide them on acceptable stand-
individual and their specific needs at first point ards of care for those with musculoskeletal conditions.
of contact and defining how best to support them. Some guidelines have been written with a very strong
However, it still has to be accepted that treatment patient focus under the auspices of patient and profes-
will need to be started early in the disease process sional organisations (Arthritis and Musculoskeletal
if optimal patient outcomes are to be achieved and Alliance 2004, Luqmani et al 2006) and health organi-
this can be particularly difficult for patients who sations (National Institute of Clinical Excellence, 2009).
have always had a strong antipathy to taking drugs. Guidelines and standards should encourage individu-
Individuals with RA are likely to have a wide als with a MSC to develop strategies that can enhance
spectrum of needs and meet a wide range of prac- self management and enable them to cascade their
titioners throughout the life of their disease. They own knowledge and expertise of their disease to oth-
will receive different aspects of care across a wide ers. However, such standards and guidelines alone do
range of healthcare settings (Fig. 2.3). Yet it is clear not ensure equity of access. If we are to encourage indi-
that currently, knowledge is poor about how best to viduals to be active participants in their healthcare we
provide support and appropriate care for those with need to ensure that information and advice is available
RA outside the specialist field of practice (Frank & at all points of access to health care (Department of
Chamberlain 2001, Memel & Kirwan 1999, Woolf Health 2006, Hammond & Badcock 2002). The Arthritis
et al 2003). Individuals who have become adept at and Musculoskeletal Alliance (ARMA) standards of
negotiating their healthcare needs in specialist serv- care provide a reference point for all those providing
ices can experience barriers and frustrations when care, in all healthcare settings and also enable the indi-
they are perhaps more informed about the manage- vidual to know what they should expect as they nego-
ment of their disease than for example, their own GP. tiate their complex journey through healthcare.
24 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Patient organisations and volunteer networks disease, treatments and ultimately how to have an
can also be a powerful and effective resource in sup- active role in their disease management (Hill & Bird
porting traditional healthcare support. Examples of 2003, Homer 2005). People presenting with joint pain
effective projects include those run by the National are frequently unaware of the standards they should
Rheumatoid Arthritis Society Volunteer Network expect, leaving them vulnerable to sub-optimal care.
and the Arthritis Care self management courses.
and threats to the therapeutic relationship that indi- implemented nationally so that individuals receive
viduals with musculoskeletal conditions should the care they deserve.
have with their HCPs. Although these principles
may be admirable and desirable concepts, the map- Acknowledgement
ping project demonstrates that it can be difficult for
individuals to make informed choices through their The authors would also like to thank the
healthcare journey, particularly for those newly Parkinsons Society in Cornwall and Sue Thomas,
diagnosed who have inadequate knowledge to Nurse Advisor at the Royal College of Nurses.
make choices and limited opportunity to negotiate Their work and shared experiences from a mapping
their healthcare needs. project informed the NRAS project. The authors
HCPs and individuals with musculoskeletal con- also wish to recognise and thank the full NRAS
ditions need to work together to ensure that patient mapping project advisory board for their advice
needs are recognised and high standards of care and support in overseeing the project.
n Consider the potential personal cost implication of The National Rheumatoid Arthritis Society:
having RA (these are often called indirect costs). Patient organisation and site for full evidence on
Include personal costs such as work, adaptations/ mapping project
aids, and mobility issues as well as other factors. http://www.rheumatoid.org.uk
Compare your calculations against a research paper The British Health Professionals in Rheumatology
discussing indirect costs. HCP organisation resources, guidelines, bursaries
n Consider social and psychological aspects of http://www.rheumatology.org.uk
adjusting to a chronic disease (such as rheumatoid The Arthritis Research Campaign
arthritis). List ten possible factors that might affect Patient information leaflets & HCP resources
audits or surveys evaluating patient experiences and http://www.arc.org.uk
satisfaction with care. Evidence has demonstrated Catalzye process mapping:
the importance of providing guidance and support Process mapping principles
to enable individuals with a chronic disease to http://www.catalyze.co.uk
be informed about their disease, treatments and The NHS Institute for Innovation & Improvement
ultimately how to have an active role in their Process mapping principles
disease management (Hill & Bird 2003, Homer http://www.institute.nhs.uk
2005). People presenting with joint pain are The Health Talk Online Website
frequently unaware of the standards they should Personal experiences of diseases
expect, leaving them vulnerable to sub-optimal care. http://www.healthtalkonline.org
Department of Health, 2001. The costs related to rheumatoid rheumatoid arthritis. Nurs. Stand.
Expert Patient: A New Approach arthritis; the patient perspective. 21 (42), 4756.
to Chronic Disease Management Ann. Rheum. Dis. 64, 14561461. Ryan, S., Hassell, A., Dawes, P.,
for the 21st Century. Department of Luqmani, R., Hennell, S., Estrach, C., Kendall, S., 2003. Perceptions of
Health, London. et al., 2006. British Society for control in patients with rheumatoid
Department of Health, 2005. Rheumatology and British Health arthritis. Nurs. Times 99 (13),
Supporting People With Long-Term professionals in Rheumatology 3638.
Conditions: Liberating the Talents Guidelines for the management Sanders, C., Donovan, J.L., Dieppe, P.A.,
of Nurses Who Care for People of Rheumatoid Arthritis (the first 2004. Unmet need for joint
With Long-Term Conditions. two years). Rheumatology 45, replacement; a qualitative
Department of Health, London. 11671169. investigation of barriers to
Department of Health, 2006. Merkesdal, S., Ruof, J., Huelsemann, J.L., treatment among individuals with
The Musculoskeletal Services et al., 2005. Indirect cost assessment severe pain and disability of the
Framework. A Joint Responsibility; in patients with rheumatoid hip and knee. Rheumatology 43 (3),
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Health, London. from the health economic patient The National Health Service
Fitzpatrick, R., Newman, S., Lamb, R., questionnaire HEQ RA and Modernisation Agency, 2005.
Shipley, M., 1988. Social Insurance claims data. Arthritis Improvement Leaders Guide;
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well being in RA. Soc. Sci. Med. 27, National Institute of Clinical Process and System Thinking.
399403. Excellence (2009) CG79: Department of Health, London.
Frank, A.O., Chamberlain, M.A., 2001. RHEUMATOID ARTHRITIS The National Rheumatoid Arthritis
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implications for the management management and treatment in Social and Psychological Impact of
of those with rheumatoid arthritis adults. http://guidance.nice.org. RA. National Rheumatoid Arthritis
and musculoskeletal conditions.. uk/CG79/Guidance/pdf/English Society, Berkshire.
Rheumatology 40, 12011205. Memel, D., Kirwan, J.R., 1999. The National Rheumatoid Arthritis
Hammond, A., Badcock, L., General practitioners knowledge Society, 2006. Meeting the
2002. Improving education of functional and social factors in Standards of Care for Inflammatory
about arthritis; Identifying the patients with rheumatoid arthritis. Arthritis. A National Pilot Survey
educational needs of people with Health Soc. Care Comm. 7 (6), of Nras Members on the Arma
chronic inflammatory arthritis. 387393. Standards of Care for Inflammatory
Rheumatology 41 (Suppl. 87), 216. Oliver, S., Ryan, S., 2004. Effective Arthritis. The National Rheumatoid
Hill, J., 2006. Rheumatology Nursing; a pain management for patients Arthritis Society, Berkshire.
Creative Approach, second ed. John with arthritis. Nurs. Stand. 18 (50), The National Rheumatoid Arthritis
Wiley & Sons, Chichester 4352. Society, 2007. I Want to Work....
pp. 151172. Oliver, S., 2004. Social and The National Rheumatoid
Hill, J., Bird, H., 2003. Outcomes for psychological issues in rheumatoid Arthritis Patient Survey. National
patients with RA: a rheumatology arthritis. Primary Health Care 14 Rheumatoid Arthritis Society,
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Musculoskeletal Care 1 (1), 520. behalf of the national rheumatoid U.and on behalf of the Arthritis
Homer, D., 2005. Addressing arthritis mapping project group. Action Group, , et al., 2004.
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Musculoskeletal Care 3 (1), 5459. (Suppl. II), 597. perceptions of treatment in eight
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Merkesdal, S., et al., 2005. Direct the treatment of patients with Dis. 63, 342347.
27
Chapter 3
Key points
CHAPTER CONTENTS
n Rheumatic diseases are frequently multi-system and
multi-joint conditions and this should be considered
Introduction 27
in the therapy assessment
Principles of rheumatological physical n Screening for rheumatic disease in therapy
assessment 27 assessments can be undertaken using careful history
Overview 27 taking and simple physical tests
Joint pain 28 n Simple screening questions and physical
Evaluating regional joint pains 29 examinations can guide the clinical assessment.
Musculoskeletal red flags 29
Further evaluation of the patient presenting with
inflammatory joint pains 29 Introduction
Assessing osteoporosis risk 29
Screening for Locomotor problems 30 This chapter describes the key components of screen-
The GALS tool: gait, arms, legs, spine 30 ing for rheumatic disease in clinical assessment. It
Gait 30 can be used alongside the disease specific chapters
Spine 31 following and can be embedded in routine muscu-
Arms 31 loskeletal examinations and assessments of activities
Legs 31 of daily living. The chapter draws on the arc-funded
Handbook on the Clinical Assessment of the
Outline of regional joint examination 31
Musculoskeletal System (which comes accompanied
Introduction 32
by a DVD on regional examination) (http://www.
Look 32
arc.org.uk/arthinfo/documents/6321.pdf accessed
Feel 32
March 2009).
Move 32
Function 32
Principles of investigations in evaluating patients Principles of rheumatological
with rheumatic diseases 32 physical assessment
Blood tests 33
Imaging 33
Overview
Successful identification and management of rheu-
Conclusion 33
matological problems in patients is predicated upon
Acknowledgement 33 accurate history taking and examination. In this
chapter we consider key aspects of history taking,
do? Some therapists talk of a disability ladder, 2007, Sizer et al 2007), generally neoplastic (malig-
starting with inability of the patient to perform nant) or infectious. In patients with rheumatological
certain activities such as sport or hobbies, problems, red flags may also reflect inflammatory
then prevention of activities more essential to disease.
the patient such as work or looking after the Red flags include systemic features such as
household, through to inability to perform weight loss and fever, local features of unremitting,
essential activities such as self hygiene or sleeping. boring pain with prominent nocturnal pain, and
Part of this evaluation includes some assessment a past history of cancer. In the case of back pain,
of the patients mood. Is the patient depressed? the age of presentation can also be a red flag. First
It should be remembered that, as well as joint onset back pain aged 50 would itself be deemed
symptoms resulting in patient depression, there a red flag (Leerar et al 2007, Sizer et al 2007). The
are instances in which joint symptoms can be a presence of red flags in a patient presenting with
physical representation of a patients depression musculoskeletal symptoms generally highlights the
or mental state, sometimes called somatisation. necessity for further investigation and evaluation.
occurs. Patients in whom assessment for this is par- the locomotor system to a patients well being was
ticularly relevant include patients who have suf- under-estimated. This has been addressed by a
fered a fragility fracture, i.e. a fracture after falling group of clinicians who developed the GALS screen
from no more than standing, patients on systemic (Doherty et al 1992), a simple method of screening
steroids or patients with known risk factors (SIGN for locomotor problems. A normal GALS means sig-
2003). Table 3.2 indicates the risk factors for oste- nificant locomotor problems are unlikely. An abnor-
oporosis. Chapter 20 covers assessment and man- mal GALS means that there is a problem of some
agement of osteoporosis in greater detail. nature which requires further assessment. This
problem could be musculoskeletal or neurological.
GALS is an acronym, standing for gait, arms,
legs, spine. The screen begins with three questions:
Screening for locomotor
problems 1. Do you have any pain or stiffness in your
muscles, joints or back?
The GALS tool: gait, arms, legs, spine 2. Can you dress yourself completely without any
difficulty?
One challenge facing clinicians in practice has been
3. Can you walk up and down stairs without any
the development of a screening tool to rapidly iden-
difficulty?
tify whether a patient might have significant loco-
motor problems. It has long been common practice, The screen continues with a physical assessment
faced with a new patient presenting with any (Doherty et al 1992):
symptoms, for clinicians to include some brief spe-
cific questions and examination to identify potential Gait
cardiac disease. Traditionally, no such screen was
performed for the locomotor system. This had two l Watch the patient standing, walking and turning,
effects: important locomotor problems were missed looking for symmetry, smoothness of movement,
or ignored and more generally, the importance of normal stride pattern and ability to turn quickly.
Chapter 3 Initial clinical assessment of patients with possible rheumatic disease 31
Chapter 4
n The application of well-developed PROMs in routine l to explore the marginal relative benefits of
practice supports the identification of patients different healthcare interventions and methods
with the greatest needs, which in turn supports of healthcare provision
the provision of more timely and appropriate l to determine the potential ecomonic implications
interventions to address those needs. of long-term therapies common to the rheumatic
diseases
l to inform the equitable and appropriate
allocation of health care resources for the
Introduction
treatment and management of patients with
rheumatic disease.
Most modern healthcare systems embrace patient-
centred care, entailing care that is responsive to the This chapter will introduce the role of patient-
needs, preferences and values of the individual reported outcome measures (PROMs) as an impor-
(Hibbard 2003). However, the experience of health and tant mechanism to enhance patient participation
illness, and outcomes of healthcare desired by patients in healthcare management and evaluation, with a
are multifaceted and often uniquely individual (Quest particular focus on routine practice. Challenges to
et al 2003, Ramsey 2002). Facilitating the patient to the use of PROMs are discussed. The chapter con-
effectively communicate these values is an important cludes by highlighting key areas for future debate
part of patient-centred care. Although what matters and research into the effective use of PROMs of rel-
as an outcome of healthcare may differ between mem- evance to the rheumatology healthcare team.
bers of the healthcare team, the patient has a signifi-
cant role to play (Ganz 2002, Haywood 2006, Hibbard
Measuring health
2003). Failure to include the patients perspective may
inadequately inform clinical decision-making, and
Health is a complex construct, the measurement of
provides a limited evaluation of healthcare. Whilst
which should include issues of relevance to patients,
rheumatic diseases can affect survival, there is grow-
healthcare professionals and providers. Measures
ing evidence demonstrating the significant negative
of health outcome are often categorised as clini-
impact on an individuals quality of life (e.g. Chorus
cal or disease-focused, such as laboratory-based or
et al 2003, Finlay & Coles 1995). A wide range of health
radiographic assessment; or humanistic or patient-
care interventions in rheumatology are concerned with
reported, such as health status and health-related
reducing the burden of disease and improving the
quality of life (HRQL) (Ganz 2002, McHorney 2002).
patients experience of ill-health, for example, alleviat-
These two broad approaches to measurement pro-
ing pain and improving function, well-being or qual-
vide wide ranging and complementary information,
ity of life. Identifying the most important outcomes of
often of relevance to both patients and clinicians
care and the most appropriate methods of assessment
(Ganz 2002, McHorney 2002). Two classification
is central to effective care delivery. Understanding
frameworks are helpful for exploring the different
patient-reported outcome, and the appropriate meth-
concepts that can be measured: 1) the International
ods of measuring these outcomes, clearly has an
Classification of Functioning, Disability and Health
important role to play in modern healthcare.
(ICF) (WHO 2001); and 2) Donabedians Structure,
Across the rheumatic diseases, all therapeutic inter-
Process and Outcome (Donabedian 1966).
ventions require rigorous evaluation to provide an
evidence-base for policy decision-making and clinical
practice. This is of critical relevance to chronic con- International classification of
ditions where treatment effects are often subtle and functioning, disability and health
difficult to detect (Hobart et al 2004). Evaluation of The revised International Classification of Func
healthcare can be used in several ways, for example: tioning, Disability and Health (ICF) (Stucki et al 2007,
l to determine the effectiveness of expensive, WHO 2001) provides a useful framework for under-
often long-term pharmaceutical and non- standing disease impact and measuring the outcomes
pharmaceutical interventions of healthcare. The central concept of functioning has
l to determine the effectiveness of novel ways been broadened to embrace a biopsychosocial model
of providing healthcare, such as consultant of health, describing health in terms of biological,
therapists and nurse-led clinics psychological, social and personal factors (Dagfinrud
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 37
Figure 4.1 The International Classification of Function (ICF) Conceptual Model: illustrated with example of possible
assessment domains for a woman with rheumatoid arthritis (RA).
et al 2005). Moreover, personal and environmental or difficulties with participation, as outlined above.
factors, acting as contextual facilitators or barriers, The combination of constructs reflects the person
may further influence the impact of disease and its in his or her world (Van Echteld et al 2006), provid-
assessment (Dagfinrud et al 2005, Liang 2004). ing a systematic and comprehensive, more socially
The framework provides a dynamic and inter- driven, approach to understanding the impact of
active model (Fig. 4.1), which complements tra- ill-health (Wade & de Jong 2000).
ditional measures of body structure and body The impact of ill-health, any associated assess-
function (abnormalities or changes in bodily struc- ment, and extent of information divulged by
ture or function) with the broader assessment of patients, may be further influenced by both environ-
activity (abnormalities, changes or restrictions in mental and/or personal factors, including the indi-
an individuals interaction with the physical context viduals relationship with members of the healthcare
or environment) and participation (changes, limi- team. Health professionals are important facilitators
tations or restrictions in an individuals social con- in enhancing environmental factors for people with
text; involvement in a life situation, viewed from a a rheumatic disease (Van Echteld et al 2006) through,
societal perspective) (Wade & de Jong 2000). for example, the provision of appliances to facilitate
Applying the relative burden of rheumatoid an individuals capacity for independence in dress-
arthritis (RA) for a young female to the model (Fig. ing and grooming. Similarly, patients with anky-
4.1): RA may cause inflammation and joint damage losing spondylitis (AS) identified family support
in the small joints of the hand that can be detected as helpful (an environmental facilitator), whereas
by radiographic evaluation (body structure) and adverse weather was unhelpful (Van Echteld et al
limitation in joint range of movement (body func- 2006). Personal factors include age, gender, coping
tion). These changes may also further impact on an mechanisms and personality, and are influenced by
individuals ability to partake in particular activi- environmental factors, the level of social support,
ties, for example, dressing and personal grooming, and individual factors including level of motivation,
or playing a musical instrument (activity), and sub- expectations for health and healthcare (Liang 2004).
sequent ability to maintain their desired work role The overall impact of these limitations may
or to socialise with friends (participation). Patients be captured within the broader concept of life
experience the impact of disease as problems relat- quality what do these limitations mean in terms
ing to their health status and quality of life, and it is of an individuals quality of life? Within the pro-
usual for a patient to present at a clinic with prob- posed framework, quality of life, or health-related
lems associated with limitation in specific activities quality of life, forms a separate assessment domain
38 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
BOX 4.1 Study activity: osteoporosis and the ICF as radiographic imaging, histological and biomedi-
framework cal markers (Bellamy 2005), and patient-reported
measures of health status.
n Think of a patient with Osteoporosis. Measures of outcome reflect the overall aim of
n What are the presenting complaints of this patient the healthcare service, and may include functional
when you review them in a clinic setting? How do and clinical outcomes, or clinical targets. Although
these presenting features fit within the revised ICF important, global outcome measures such as mortal-
framework? ity and morbidity rates are generally irrelevant to a
n What aspects of disease burden do you normally patients experience and are generally unhelpful in
measure in routine practice? communicating the broader impact of disease and
n How well does your routine assessment capture the success of healthcare (Clancy & Lawrence 2002).
wider impact of disease and healthcare from the A necessary change of emphasis in assessment rec-
patient perspective? ognises the importance of measuring the quality of
n What should or could be measured to capture the survival and the wider impact on an individuals
wider burden of disease? health-related quality of life. From an individual
perspective, important outcomes may assess if, for
example, healthcare has minimised their experience
(Wade & de Jong 2000). Standardisation of the ICF of pain and fatigue, assisted the individual in max-
framework has supported the identification of key imising their participation in his/her chosen social
areas relevant to the wider understanding of func- setting or work environment, or reduced the dis-
tion (Stucki et al 2007, Van Echteld et al 2006), facil- tress and pain experienced by the patients family
itated a better understanding and analysis of patient and carers (Wade & de Jong 2000). Assessment that
problems, and fostered communication between embraces the patient perspective has an important
health professionals (Wade & de Jong 2000). In sum- role to play in communicating their relative experi-
mary, the ICF provides a useful, conceptual model ence of disease and healthcare.
to guide appropriate assessment of what should be
measured to capture the breadth of disease impact;
it does not, however, direct how these health con-
Measuring health: the patients
structs, or domains, should be measured (Box 4.1).
perspective
Structure, process and outcome Challenges of including the patients voice in the
assessment process include identifying the most
Traditionally, the quality of health care has been
important outcomes and the most appropriate and
assessed in terms of Donabedians classic structure-
acceptable methods of assessment (Fig. 4.2, Box 4.2).
process-outcome framework (Campbell et al 2000,
Donabedian 1966, Mitchell & Lang 2004). Structure
embraces the operational characteristics of a serv-
ice, and includes patient, healthcare professional
Patient-reported outcome and PROMs:
and organisational variables (Pringle & Doran 2003,
definition
Wade & de Jong 2000). Structure also considers the A patient reported outcome (PRO) has recently been
accessibility and relative quality of the many com- defined as any report coming from patients about a
ponents of health care, for example, how accessible health condition and its treatment (Burke et al 2006).
was care for an individual with a rheumatic dis- PRO assessment is therefore broad ranging, and
ease? Process explores how the health care serv- includes health-related quality of life, needs assess-
ices work in relation to the nature and extent of ment, treatment satisfaction and treatment adherence.
the patients problem (Wade & de Jong 2000), and Well-developed, relevant and scientifically rigor-
includes assessment of the appropriateness of care, ous patient-reported measures or patient-reported
location and timing. For example, did an individual outcome measures (PROMs) provide a measure of an
with rheumatic disease receive care that was appro- individuals experiences and concerns in relation to
priate to their needs, at the right time, and in a suit- their health, health care and quality of life (Fitzpatrick
able location? At the patient level, process measures et al 1998, Ganz 2002). PROMs are largely self-
may also include measures of disease process, such completed questionnaires containing several questions,
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 39
Number of PROMs: How many PROMs are required to capture the wide ranging impact of a rheumatic disease?
Figure 4.2 Identifying outcomes of importance and the most appropriate method of assessment.
numerical values does not guarantee that the dis- and in patients with rheumatological or muscu-
tance between successive categories is the same, loskeletal conditions (Garratt et al 2002) (Table 4.1).
that is, continuous or interval level data, and the The comparison of generic health status between
majority of measurement response scales produce members of the general population, and patients
categorical data on an ordinal level of measure- with RA or AS (matched for important factors such
ment. However, under most circumstances, and as age, gender, demographic, work and disease
unless score distribution is severely abnormal, data status) demonstrated that both patient groups had
can be analysed as if continuous or interval level worse levels of physical (PCS) and mental (MCS)
data (McDowell 2006, Streiner & Norman 2003). health when compared to the general population
Proxy completion of questionnaires where rela- (Chorus et al 2003). When the two patient groups
tives or clinicians complete the measure on behalf were compared, patients with RA reported worse
of the individual can be an important source of levels of physical health, but better levels of mental
information particularly in the case of children health than patients with AS.
(Varni et al 2005), chronically debilitated or cog- Utility measures incorporate the values and pref-
nitively impaired patients (Neumann et al 2000). erences for health outcome generated by the patient
Discrepancies between a proxy measure of health (direct weighting), reflecting the individual perspec-
and that reported by an individual have been tive, or the general population (indirect weighting),
observed. Discrepancies are often greater for non- reflecting the societal perspective (Fitzpatrick et al
observable constructs such as pain and depression, 1998). Although utility measures usually include
and less for more observable constructs such as several domains of health, by providing numeri-
physical ability (Ball et al 2001). cal values for health states that use states of perfect
health and death as reference values, utility meas-
ures can be used to generate single index values that
Patient-reported outcome measures:
combine health status with survival data for exam-
typology
ple, to produce quality adjusted life years (QALYs).
Garratt et al (2002) describe four broad categories The EQ-5D is an example of a utility measure that
of PROM: generic, domain-specific, condition or incorporates indirect valuations of health states
population-specific, and individualised. (EuroQolGroup 1990) (www.euroqol.org) (Table 4.1).
Although widely used in the rheumatic diseases
(Brazier et al 2004, Haywood et al 2002, Marra et al
Generic
2005), the EQ-5D has been criticised for having
Generic measures contain multiple concepts of both limited item content and response options,
health of relevance to both patients and the gen- and hence may be limited in detecting small, but
eral population, supporting comparison of health important, changes in health in people with chronic
between different patient groups, and between ill-health (McDowell & Newell 1996), such as rheu-
patient groups and the general population matoid arthritis (Marra et al 2005) and ankylosing
(Haywood 2006). Population-based normal values spondylitis (Haywood et al 2002).
can be calculated for generic instruments which
supports data interpretation from disease-specific
groups (Ware 1997).
Domain-specific PROMs
Two distinct classes of generic instrument can Measures may be specific to a health domain, such as
be described: health profiles and utility measures. fatigue, for example, the multi-dimensional fatigue
Scores on different domains of health covered by a inventory (MFI) (Smets et al 1995), or disease activ-
single health profile are presented separately to sup- ity, for example, the Bath AS disease activity index
port data interpretation, therefore reflecting a clinical (BASDAI) (Garrett et al 1994). Alternatively, they may
perspective. Sometimes an index or summary score be specific to a health problem, for example, the hospi-
may be generated, but proponents of profiles argue tal anxiety and depression scale (HADS) (Zigmond &
that measurement is most meaningful within sepa- Snaith 1983) which is specific to depression and anxi-
rate domains (McDowell & Newell 1996). The Short- ety (Table 4.1), or a described function, for example,
Form 36-item Health Survey (SF-36) (Ware 1997, activities of daily living (McDowell 2006), such
Ware et al 2002) (www.sf-36.org) is a widely used as the health assessment questionnaire (HAQ)
example of a generic health profile both generally (Bruce & Fries 2003, Fries et al 1980) (Table 4.1).
Table 4.1 Selected generic and specific patient-reported outcome measures (PROMs) of relevance to the rheumatic diseases
PROM (number of items) Developer Health domains (items) Response scale Score Origin Purchase
(associated web-site cost
where available)
Generic
Short-form 36-item health Ware 1997 8 domains Categorical: 3-6 options Algorithm* USA Yes see
survey (SF-36)$ version 2 (36) Bodily pain (BP) (2), Vitality (V) (4), Recall: standard 4-weeks Domain profile (0-100: 100 best website
www.sf-36.org/ General Health (GH) (5), Mental Health acute 1-week health)
(5), Physical functioning (10), Social Summary scores: Physical
functioning (2), Role-emotional (3), component summary (PCS),
Role-physical (4) Mental component summary
(MCS)
Health problem
Hospital Anxiety and Depression Zigmond 2 domains: Categorical: 4 options: Summation USA Yes see NFER
Scale & Snaith range 0 to 3. Nelson website
1983
(HADS) (14) HADS-A Anxiety (7) Descriptive terms vary 2 domains: range 0 to 21, where To view HADS
according to item phrase higher scores represent greater see SIGN website
(e.g., range from Most of levels of anxiety or depression.
the time to Not at all). A total score is also reported by
some authors.
(Continued)
41
42
Table 4.1 Continued
Condition-specific
AS Quality of Life Questionnaire Doward AS-specific HRQL (18) Yes/No Index: 0-18; 0 best HRQL UK, NL No
(ASQoL) (18) et al 2003
No website Recall: at the moment
Arthritis Impact Measurement Meenan Arthritis-specific HRQL Categorical: 2-6 options Domain profile: item summation USA No
Scale (AIMS) (45) et al 1980
See McDowell (2006) 9 domains (total 45 items) Recall: past month Normalisation procedure
converts scores to 0-10 : 0 best
health
Mobility (4), Physical activity (5),
Dexterity (5), Household activity (7),
Social activity (4), Activities of daily
living (4), Pain (4), Depression (6),
Anxiety (6)
AIMS-2 (Core 57) Meenan Arthritis-specific HRQL Categorical: 5 options Domain profile: item summation USA No
et al 1992
See McDowell (2006) Core 12 domains (total 57 items) Recall: past month Normalisation procedure
converts scores to 0-10 : 0 best
health
Mobility level, Walking & Bending,
Hand & Finger function, Arm function,
Self-care tasks, Household tasks, Social
activity, Social support, Pain arthritis,
Work, Tension/mood
44 additional items: satisfaction, impact
on function, priorities for improvement
Population-specific
Quality of Life profile Seniors Raphael 3 domains Categorical: 5 options Weighted summation Canada No
Version et al 1005
No website Being: physical (12), psychological (12), Importance and enjoyment 2-domain profile
spiritual (12) scores
Table 4.1 Continued
PROM (number of items) Developer Health domains (items) Response scale Score Origin Purchase
(associated web-site cost
where available)
43
44 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Condition or population-specific PROMs (DRP) (RA) (Carr & Thompson 1994), the MACTAR-
patient elicitation technique (MACTAR-PET) (RA)
Alternatively, measures may be specific to a particular (Tugwell et al 1987), the personal impact health assess-
condition or disease, for example, the arthritis impact ment questionnaire (PI HAQ) (RA) (Hewlett et al 2002)
measurement scale version 2 (AIMS2) is specific to and the PGI (AS) (Haywood et al 2003) (Table 4.1).
people with arthritis and assesses physical, emo- The respondent burden associated with indi-
tional and social well-being (Meenan et al 1992); or to vidualised measures is often greater than that
a patient population, for example, the quality of life observed for more standardized approaches, and
profile seniors version (QLP-SV) (Raphael et al 1995) several measures require interview administration.
is specific to the assessment of quality of life in older As a consequence, the application of individualised
people. Some measures may be specific to a popula- measures in clinical research is limited (Patel et al
tion with additional modules that provide further dis- 2003). However, the enhanced content validity and
ease or symptom specific information: for example, relevance to patients suggests that individualised
the paediatric quality of life inventory (PedsQL) (Varni measures may have an important role to play in rou-
et al 2005) has a core generic scale for the assessment tine practice (Greenhalgh et al 2005, Marshall et al
of paediatric quality of life, with additional modules 2006) but to date there are no published trials that
for fatigue (PedsQL multidimensional fatigue scale) rigorously evaluate the role of individualised meas-
and rheumatology-related problems (PedsQL rheuma- ures in this setting (Marshall et al 2006).
tology module pain and hurt scale) (Varni et al 2007). Condition-specific, scientifically rigorous PROMs
Numerous measures are specific to a condition and a that have involved patients in item generation have
health domain. For example, the arthritis self-efficacy greater clinical relevance, are more acceptable to
scale (Lorig et al 1989) is specific to the assessment of patients, and more responsive to change in health
self-efficacy in patients with rheumatoid arthritis, and than generic measures (Wiebe et al 2003). However,
the Western Ontario and McMaster university oste- the broad content of generic measures supports the
oarthritis index (WOMAC) is specific to the assess- identification of co-morbid features and unexpected
ment of functional ability in lower limb osteoarthritis treatment side-effects that may not be identified
(Bellamy et al 1988) (Table 4.1). by specific measures. Furthermore, certain generic
measures, such as the EQ-5D (EuroQoL Group 1990)
and the SF-6D generated from the SF-36 version 2
(Ware et al 2002, Marra et al 2004, 2005), can inform
Individualised
economic evaluations of service delivery. The combi-
The majority of conventional PROMs are highly nation of generic and specific measures has been rec-
standardized questionnaires with a pre-determined ommended in health outcome assessment (McDowell
set of items and response options. Although stand- & Newell 1996), and together are an essential element
ardized questionnaires often have good measure- in the development of evidence-based healthcare.
ment properties (Fitzpatrick et al 1998), they may Combined, the evidence supports determination of
omit issues of importance to individual patients, the absolute and comparative effectiveness of inter-
while containing items of little relevance to oth- ventions, their marginal relative benefits, and the eco-
ers. Measures that adopt a more individualised nomic implications of long-term therapies. However,
approach, such as the schedule for the evaluation the optimal combination of measures has not been
of individual quality of life (SEIQoL) (McGee et al determined in a way that makes it easy to implement
1991) and the patient generated index (Martin et al this recommendation across diverse patient groups.
2007, Ruta et al 1994), support the incorporation an A fundamental consideration is the appropriateness
individuals problems and priorities in the assess- of each measure to the proposed application.
ment process. Evidence suggests that these meas-
ures have enhanced content validity in comparison
to more standardized measures (Haywood et al
2003), and that patients view them as more valid Proms: Quality assessment
assessments of health (Neudert et al 2001).
Several individualised measures have encouraging The measurement of patient-reported outcome in
evidence of required measurement properties follow- healthcare has enjoyed increasing attention over the
ing completion by patients with a range of rheumatic last 25 years and as a result several hundred meas-
diseases including the disease repercussion profile ures are now available. For many of the rheumatic
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 45
diseases there is often a choice (Garratt et al 2002). working groups dedicated to improving measure-
However, the quality of PROMs varies widely, and ment across the rheumatic diseases. In recent years
guidance or consensus on selection is often lacking. a wider range of health professionals and patients
The appropriate selection of an outcome measure have participated in the process, with a significant
should be guided by a wide range of measurement impact on the identification of patient-important
(reliability, validity, responsiveness to clinically outcomes. Using a data-driven, iterative consen-
important change, precision, interpretation) and prac- sus approach, core assessment domains have been
tical issues (appropriateness, acceptability, feasibility). recommended across a range of conditions includ-
These concepts have been detailed by several authors ing RA (Tugwell & Boers 1993), AS (van der Heijde
(Fitzpatrick et al 1998, Haywood 2008, McDowell et al 1997,1999), osteoarthritis (Bellamy et al 1997),
2006), and are summarised in Tables 4.2 and 4.3. osteoporosis (Sambrook 1997), systemic lupus
The field of rheumatology benefits greatly from erythematosus (Smolen et al 1999), systemic sclero-
the work of Outcome measures in rheumatology sis (Merkel et al 2003) and fibromyalgia (Mease et al
and clinical trials (OMERACT: www.omeract.org). 2007) (Table 4.5).
OMERACT recommend the application of a slightly For some groups associated outcome measures
different set of criteria, or filter, when assessing (for example, AS (van der Heijde et al 1997, van der
the appropriateness of PROM for application in Heijde et al 1999)) and guidance for the interpreta-
defined settings (Bellamy 1999) (Tables 4.2, 4.3). The tion of improvement have been recommended (for
filter summarises measurement and practical pro- example, AS (Anderson et al 2001, Van Tubergen
perties under three headings: 1) Truth: is the meas- et al 2003)). However, the majority of the initial
ure truthful, does it measure what it purports to recommendations did not involve patients in the
measure? Is the result unbiased and relevant? This identification of core domains. Recent patient
concept relates to issues of face, content, construct involvement has raised the importance of includ-
and criterion validity; 2) Discrimination: does the ing fatigue as a core patient-centred assessment
measure discriminate between health states or situ- domain (Kirwan & Hewlett 2007, Kirwan et al
ations that are of interest? The situations can be 2007). Moreover, significant developments in the
states at one time (for classification or prognosis) measurement of health outcome in recent years
or states at different times (to measure change). The suggest that core domains should be revisited, for
concept is related to issues of measurement reliabil- example, the assessment of fatigue and quality of
ity and responsiveness; and 3) Feasibility: can the life in AS. Application of the revised ICF frame-
measure be applied easily, given constraints of time, work (Stucki et al 2007) and accessing the views of
money, and interpretability? The concept of feasibil- patients will be invaluable to further exploring the
ity is an essential element in measurement selection. core concept of what should be measured in the
It is essential that users are aware of these key rheumatic diseases.
properties to support appropriate selection, inter- Special interest groups within OMERACT have
pretation and communication of data generated. In been established, including disease-specific groups
selecting a PROM, the user must decide what exactly such as the Assessment in AS (ASAS) group
is required in terms of the proposed application, (www.asas-group.org), the group for research
appropriateness to the patient (population) and set- and assessment of psoriasis and psoriatic arthritis
ting, and the feasibility of application and scoring. (GRAPPA) (www.grappanetwork.org/) (Gladman
In short, an appropriate balance between required et al 2007), the OMERACT/OARSI initiative for
detail, accuracy of assessment and the burden of col- osteoarthritis (www.oarsi.org/) (Pham et al 2003)
lecting the information must be sought (McDowell and the fibromyalgia research and outcomes
2006), as summarised in Table 4.4. group (Mease et al 2007). Other special interest or
task groups are listed on the OMERACT web-site
and associated publications. There are additional
Guidance for PROM selection in the
task groups exploring concepts such as work pro-
rheumatic diseases
ductivity (Escorpizo et al 2007), assessing single
joints (Giles et al 2007), biomarkers (Keeling et al
Working groups
2007), imaging-related concepts, and the Effective
Several resources now exist to support healthcare Musculoskeletal Consumer (Kristjansson et al
professionals in the selection and application of 2007). A focus is also provided for measurement
PROMs. OMERACT consists of several international specific concepts including assessment of the
46 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Table 4.2 Criteria for selecting patient-reported outcome measures (PROMs): Measurement properties
Table 4.3 Criteria for selecting patient-reported outcome measures (PROMs): practical properties
Appropriateness
How well does the intended purpose of the For example, if the primary intent of the intervention is to reduce
PROM meet the intended application? Is it pain, pain should be an important component of a primary outcome
relevant? measure
If the patient has indicated that their ability to engage in paid
employment is their most important outcome, how appropriate is
the selected PROM to communicate this outcome?
Acceptability
Is the PROM acceptable to patients? Most readily assessed through completion/response rates, and
How willing or capable of completing the missing values. Difficult to evaluate directly. Focus groups
PROM are the patients? Is it relevant? with patients are useful for exploring acceptability. Extensive
involvement of patients during PROM development should improve
acceptability.
in different patient populations of relevance to the (http://www.qolid.org/), the MAPI research institute
rheumatic diseases, for example, low back pain (http://www.mapi-research.fr/index.htm) and the
(Bombardier 2000), knee-specific PROMs (Garratt international society for quality of life research
et al 2004), ankylosing spondylitis (Haywood et al (http://www.isoqol.org/).
2005), shoulder disability (Bot et al 2004) and the At the core of the PHI programme is a freely
assessment of fatigue in RA (Hewlett et al 2007) accessible website with a range of facilities, includ-
can be useful assets to health practitioners seeking ing a searchable bibliography, designed to sup-
guidance for measurement selection. port the identification, selection and application
of PROMs. The website also provides summaries
of published reviews of PROMs and evidence of
Web-resources
expert consensus opinion across a growing range
In addition to the OMERACT related sites, a range of of disease and population-specific areas, including
on-line resources exist to support the identification those of relevance to musculoskeletal practitioners.
and selection of PROMs. For example, the patient- The PROQoLID and MAPI websites provide limited
reported health instruments database hosted by free access to a range of published PROMs, provid-
the national centre for health outcomes develop- ing details of the developers, purpose, number of
ment (NCHOD, PHI programme), Oxford University questions, and administration. Additional informa-
(http://phi.uhce.ox.ac.uk/), the patient-reported tion can be accessed for a fee. Additional, selected
outcome and quality of life instruments database websites of relevance to PROMs assessment are
48 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Table 4.4 Assessing the appropriateness of a patient-reported outcome measure (PROM) to the
proposed application
Table 4.5 OMERACT recommended core domains BOX 4.3 Study activity: identifying and selecting
for rheumatoid arthritis, ankylosing spondylitis PROMs for a patient with osteoarthritis
and osteoarthritis A fifty-year old male long-distance lorry driver with
Selected health RA a
AS b
OA Hip, Knee
moderate OA of the knee complains of pain and
domains and Handc stiffness in his knees, and a difficulty getting in/out
of the cab of his HGV. This is affecting his work: his
Acute phase reactants core knee pain increases during long drives and is finding it
Analgesia count optional difficult to assist in loading/unloading the lorry. He is
Biologic markers optional worried about the impact on his effectiveness at work.
Fatigue ** *
The patient indicates that the most important
Flares optional
Functional ability/physical core core core outcomes of care are to reduce his pain and stiffness,
function particularly when driving for long periods, to improve
Global health status-patient core core core his physical function so that he can get in/ out of his
Global health strongly cab more readily. Ultimately, he hopes to improve his
status-physician core recommended effectiveness at work.
Inflammation/stiffness core optional n What core health outcomes will you include in your
Pain core core core
assessment?
Performance-based measures optional
Quality of life * strongly n Which domains recommended by the OA OMERACT
recommended group will you assess?
Radiograph of joints/Imaging core core*** n Will you include any additional outcomes to those
Spinal mobility core recommended by the OA OMERACT group?
Swollen joints core n How will you identify suitable PROMs for the
Tender joints core
assessment of the core domains?
Time to surgery optional
Utility strongly
recommended
PROMs assessment
contribution to patient-centred care
Communication
Patient/provider
Aid to shared-decision making
conveys message
interprets message Promote patient involvement
Promote MDT interaction
Raise awareness
of problems/potential problems
Change in provider behaviour
recognition of problems; improved Inform patient management
management of conditions Agree treatment plan
l the healthcare professional shares group level experience of care (Groves & Wagner 2005). With the
data from clinical research with the patient increasing culture of accountability, clinicians and
to convey evidence of disease-burden and patients are concerned that health care is both efficient
treatment effectiveness and of high quality. At a managerial and policy level,
l the patient completes the PROM in a routine measures of health outcome support the comparison
practice setting, providing evidence of the of costs and benefits of competing health care pro-
impact of disease and associated healthcare. grammes, where managers will seek to provide the
best health care for the best price (Fig. 4.3). Rationing
of healthcare is the inevitable consequence of limited
resources, and the use of well-developed, respon-
Health care quality and service delivery
sive PROMs may provide beneficial information
The assessment of health care quality has historically to support the distribution of healthcare resources
focused on the perspectives of the care-provider or (Haywood 2006, Department of Health 2008). Generic
healthcare organization, such as cost, length of stay measures may be strategically important in health
and patient mortality, and within a chronic disease policy, particularly those that consider consumer
context few assessments have included the patients needs and preferences, by supporting the comparison
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 51
of health status and economic evaluation across pop- community health status, illustrating the wide rang-
ulation groups. For example, generic measures may ing burden of disease and the associated unmet needs.
support an evaluation of the relative health burden Guidance to support PROM selection for clinical
of people with OA on a waiting list for a total hip research has been detailed by several authors (Burke
replacement versus those with RA waiting for access et al 2006, Fitzpatrick et al 1998, Haywood 2006).
to hydrotherapy services. Where measured outcomes have increased rele-
Moreover, PROMs provide complementary evi- vance to routine practice, with demonstrated impact
dence to more traditional measures of process and on patient outcome, this may facilitate the transla-
outcome, providing a more holistic assessment of the tion of knowledge into routine practice. Healthcare
impact of service delivery. For example, aggregated professionals may utilise group level PROM data
data may assist the health care provider in identifying from research to provide evidence of other patients
a common patient concern that requires, or suggests, experience of the disease and associated health-
a more systematic approach to health care provision care. These data are expected to enable patients to
(Fig. 4.3). Although limited empirical evidence for develop a better understanding of the expected dis-
the performance of PROMs in quality of care evalu- ease and healthcare impact in relation to the patient-
ation exists (Appleby & Devlin 2004, Mitchell & Lang reported variables, and hence to support shared
2004), well-developed PROMs have the potential to decision-making (Fig. 4.3). Patient completion of
provide reliable and valid group level data support- PROMs in a routine practice setting may enhance
ing the routine monitoring of patients health status their understanding and familiarity with such data.
for the purposes of quality assessment and, where
appropriate, the comparative benchmarking of clinic
Patient completion of PROMs in routine
performance (Appleby & Devlin 2004, Department
practice
of Health 2008) (Fig. 4.3). The simple format of most
measures contributes to the acceptability and feasibil- Well-developed, standardized PROMs provide a sys-
ity required for routine data collection, for example, tematic approach towards the elicitation, recording
measures may be self-completed in a clinic or ward and monitoring of patient-generated information in
setting (Haywood 2006). routine practice (Figs. 4.3,4.4). Such data may inform
health screening (Gilbody et al 2003, Higginson &
Carr 2001, McHorney 2002), the identification of
Communicating the impact of disease and patient needs and preferences (Higginson & Carr
healthcare from group level data 2001, McHorney 2002), contribute to shared deci-
With the advent of novel methods of service delivery, sion-making, and the regular monitoring of disease
for example, consultant therapists, and new treat- impact (Higginson & Carr 2001, McHorney 2002,
ments for the rheumatic diseases with potentially Skevington et al 2005), and ultimately inform and
toxic side-effects, patient acceptability and experience advance healthcare. Moreover, there is growing evi-
are an important determinant of overall effectiveness dence that PROMs may further enhance communi-
(Haywood 2006). Well-developed PROMs provide cation between health professionals and individual
a powerful, quantifiable and standardized research patients (Fig. 4.4), and even influence a patients sense
tool, for use alongside more traditional methods of of well-being (Haywood et al 2006, Marshall et al
assessment, against which the effectiveness of health 2006, Velikova et al 2004) (Fig. 4.3). The growing evi-
care interventions can be judged. Such measures dence in support of the role of PROMs suggests that
have the potential to facilitate better research and they should be viewed as integral to routine practice,
to increase scientific knowledge about patient out- adding to and complementing the broad range of
comes, and are increasingly accepted as valid meas- information captured from other sources, including
ures of treatment effectiveness (Fitzpatrick et al 1998). traditional biomedical assessment, other members of
Regulatory bodies, including the National Institute the healthcare team, and family members.
for Health and Clinical Excellence (NICE 2004) and Support for the potential contribution of PROMs
the Federal Drug Administration (FDA) (Burke et al to the consultation process stems from arguments
2006), have provided guidance on the application of that such measures play a diverse role in changing
PROMs in support of treatment effectiveness. When how health problems are viewed and managed by
applied in population-based surveys PROMs provide patients and their healthcare providers (Figs 4.3, 4.4).
a important mechanism for assessing population and The introduction of PROMs may encourage patients
52 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Assessment
PROMs
PROMs feedback PROMs
score interpretation
PROMs
PROMs integration with Health
Patient completion other data professional
conveys interprets
message message
Health
Patient Communication professional
Patient Health
interprets Monitor Raise professional
message appropriate awareness of key conveys
outcomes Enlist needs/problems message
Discuss
resources Agree results with
Make referrals management patient
plan
Management plan
to share health-related problems that concern them ultimately provide the driving force for incorporat-
in addition to symptoms elicited in traditional ing PROMs into routine clinical practice (Haywood
consultations. PROMs may also act as a trigger so et al 2008, Varni et al 2005).
that potential problems or concerns are raised ear- Four key phases describing the decision-making
lier in the consultation process. Similarly, health process required when including PROMs applica-
professionals are stimulated to think outside of con- tion in routine practice can be described (Fig 4.5): 1)
ventional limitations in identifying problems and PROM selection; 2) the logistics of PROM applica-
selecting solutions jointly with patients. Especially tion, scoring and feedback of data; 3) interpretation
in the context of chronic disease, PROMs may have of results and associated action plan; and 4) longitu-
a powerful role to play over time in facilitating dinal monitoring of care.
shared, and timely, identification of goals and pri-
orities between health professionals and patients
Selecting PROMs for use in routine practice
faced with complex, evolving and multi-faceted
problems (Marshall et al 2006). The clinical and patient perceived relevance of a
However, as recently argued by several authors PROM is central to PROM selection and applica-
(Greenhalgh et al 2005, Haywood et al 2006, tion (Figs. 4.2, 4.5, Tables 4.2-4.4). PROMs should
Marshall et al 2006), the evaluation of PROMs beneficially influence the care process by informing
in routine practice settings needs to be far more diagnosis and/or care planning. Selection therefore
thoughtfully designed to take account of the likely requires that they are appropriate to the primary
real world contribution of measures designed to clinical question. Similarly, the patient value placed
enhance patient involvement. Until more appro- on the outcome is central to understanding how ill-
priate evaluative studies have been conducted it health or the outcomes of care affects their life: just
is premature to reach definitive conclusions on because a PROM is completed by the patient, does
the advantages of PROMs in routine practice. not mean that it measures what is important to the
Highlighting the utility of PROMs in identifying the patient. A wide range of constructs are necessary to
health needs, priorities and preferences of patients, explore the whole extent of a patients experience of
whilst demonstrating the potential cost advantages a chronic rheumatic disease (Fig. 4.2), and there are
from PROMs application by facilitating the provi- many available PROMs to address these constructs
sion of timely and appropriate interventions, may (Garratt et al 2002). Therefore, selecting those most
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 53
Completion setting
Logistics Patient completes PROMs home
available support hospital
Figure 4.5 The decision-making process for PROM application in routine practice.
aggregation of data, and customised feedback of data. relate to systems level support and the logistics of
Although pen and paper completion of PROMs is administration, or the personal support for both
cheaper initially, such completion may be associated health professionals and patients.
with increased financial and time costs in relation to Clinical practice varies widely, presenting many
scoring and feedback of data. The delayed and often challenges for the application of PROMs. At a
limited presentation of results may also reduce data systems level, it is essential to explore how data
utility. Although the electronic capture of PROM infor- collection fits in with the wider healthcare setting.
mation has start-up costs associated with the initial That is, who supports it and how? Different modes
investment in soft and hard-ware, methods for data of completion have different demands in relation
entry, data analysis and data feedback are integrated to scoring and data feedback, and adequate invest-
into the system and hence relative costs are reduced. ment is essential. For example, if the data are
However, continued technical support is essential. collected using pen and paper format, support to
The needs and disabilities of patients will inevitably ensure that PROMs are scored and fed back in a
inform administration modes. For example, patients timely manner to clinicians is required; without
with advanced RA may find it difficult to hold a fine this support PROMs data may be left unused. If
pen, causing difficulties with self-completion of pen data are captured electronically, support to ensure
and paper formats or use of a palm-pilot/hand-held that system failures are rapidly addressed is
computer. Assistance may be required if pen and paper required.
completion is the only available format. Alternatively, The ability, knowledge and willingness of health
touch-screen technology may be more appropriate. professionals to incorporate PROMs into routine
It is rare for one system to accommodate the needs of practice is critical to the relative success of PROMs
all patients within routine practice and greater degrees as an intervention to enhance care (Haywood et al
of freedom in relation to the selected modes of admin- 2008, Jacobsen et al 2002). Familiar barriers to
istration are possible than within a research setting. It the incorporation of PROMs into routine practice
may be appropriate to combine modes to find the most include concern over the availability and appro-
feasible and most efficient for the encounter, to reduce priateness of questionnaires, patient disabilities,
burden and increase efficiency for patient and clinician. limited resources or time, limited knowledge, and
When pen-and-paper completion and computer-based limited guidance (Haywood et al 2008, Skevington
completion are compared within the same setting, et al 2005). There may also be an unwilling-
anecdotal evidence suggests that there is very little ness to discuss certain items raised in PROMs,
difference in terms of completion rates and level of often because of the perceived lack of support or
acceptance, but scoring, analysis and feedback is easier resources to address issues raised.
following computer-based completion (Bezjak 2007). Although evidence from the oncology field sug-
The increasing availability of home computers gests that the assessment of quality of life using
supports the self-monitoring of disease via internet PROMs does not add time to the clinical encoun-
completion of PROMs, the results of which can be ter (Velikova et al 2004), to reduce the perception
linked with disease self-management programmes of increased burden, the introduction of PROMs
(Van Stel et al 2007). The results may also be fed- assessment may require some trade-off with more
back to members of the multidisciplinary team via traditional approaches to assessment being removed
email or dedicated web-pages, providing an efficient from assessment (Haywood et al 2008). Many clini-
way to monitor active treatment. The real time feed- cians lack knowledge and confidence in the use of
back of information suggests that patients needs can PROMs, and to jettison familiar methods of assess-
be addressed as and when they occur rather than at ment in favour of something new, irrespective of
a pre-arranged clinic visit which may not coincide the evidence-base, requires significant support and
with, or be well-suited to, responding to symptoms guidance (Haywood 2006). Specific education pro-
and other quality of life issues (Donaldson 2007). vided via web-based facilities, support by the pro-
fessional bodies and training courses have been
Support for data collection, scoring and highlighted as the most preferable routes to receive
feedback of data training and information (Haywood et al 2008). The
clinical relevance of selected measures, supported
The successful application of PROMs into rou- by training and support to encourage a positive atti-
tine practice requires appropriate support for both tude to the usefulness of formal assessment should
health professionals and patients. This support may facilitate staff acceptance. Where more formal
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 55
assessment becomes a regular part of assessment to completion. Moreover, in order to accept the
practice, supported by knowledgeable clinicians, incorporation of more standardized PROM assess-
patient acceptance is enhanced. ment into the care process, patients and clinicians
At the patient level, the concept of completing need to experience any potential enhancement to
PROMs should be clearly introduced to support their interactions (Haywood et al 2006).
adherence. For example, explaining why they are
being used, how they contribute to the therapeutic
Interpretation and action
relationship, the frequency with which they will be
completed, and how the results will be used. The For PROM-related information to successfully add
logistics of, and available support for, PROM com- to the armamentarium of information collected in
pletion should also be discussed. The relevance, routine practice, this information must be action-
simplicity and appeal of the PROM will contribute able. Although well-developed condition-specific or
56 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
individualised measures are likely to have enhanced to specific PROM scores: scores can be influenced
clinical relevance than generic measures, providing by a range of contextual factors, including gender,
information that is more actionable, appropriate age, race, ethnicity, completion format, setting,
education and training in the application and inter- relationship with provider, and there is potential
pretation of PROMs is required. for wide variation at individual level. Application
This perceived need for further training in the of PROMs at an individual level requires a trade-
use of PROMs in routine practice has recently been off between scientific precision and clinical useful-
confirmed in surveys of UK-based continence spe- ness, and critical thinking must be applied to all
cialists (Haywood et al 2008) and GPs (Skevington sources of information informing the health status
et al 2005). Although guidance for score interpre- of the individual. Exploring the performance of
tation at a group level exists for some rheumatic PROMs alongside other clinical variables is central
diseases (for example, in AS (Anderson et al 2001, to this.
Van Tubergen et al 2003)), specific guidance for the
interpretation of PROMs in rheumatology routine
Longitudinal monitoring
practice does not currently exist.
The presentation of PROM data provides a visual The routine application of PROMs recognises that
profile that raises key problems and highlights areas not all health professionals will ask all patients all
for concern. Rather than focusing on the aggregate of the appropriate questions, all of the time, or in
score, clinicians should also explore the range of a way that patients will be able to answer (Ganiats
problems raised. The integration of clinical expertise 2007). Moreover, there is evidence that, without the
with an understanding of PROM scores supports use of PROMs, clinicians do not access information
interpretation. Clinical intuition will often indicate that is important to patients as well as they think
when patients are not doing well, and well-devel- they do (Fallowfield et al 2001). The routine appli-
oped PROMs may pick this up sooner than tradi- cation of PROMs supports the longitudinal moni-
tional measures (Fallowfield 2007). Information toring of care and health outcomes (Figs. 4.3-4.5),
about PROM scores in particular clinical settings, providing information that is essential to the pro
and the normal pattern of scores informed by cess of care. The longitudinal collection of individ-
condition or population-based values, should sig- ual data supports data interpretation over time.
nal further action or referral. For example, various The following box provides an illustration of the
cut-points have been suggested for the Hospital ideal application of PROMs in a routine practice
Anxiety and Depression Score (HADS) to indicate setting (Box 4.6).
levels of anxiety or depression (McDowell 2006).
For each domain, a cut-point of 8/9 suggests mild
anxiety or depression and 11/12 suggests severe Conclusion
anxiety or depression. The longitudinal monitor-
ing of health supports the comparison of scores The measurement of patient-reported outcome in the
over time. Relating scores to additional clinical vari- rheumatic diseases continues to evolve. Well-devel-
ables may further assist in decision-making. Where oped PROMs provide a major source of evidence of
specific guidance for the interpretation of PROM the patient experience to inform value judgements
score change is not available, evidence suggests of both patients and members of the multi-discipli-
that an acceptable starting point for the interpreta- nary healthcare team (Patrick & Chiang 2000). They
tion of a clinically important change in health is a can inform routine practice, service delivery, and
score change of 10% or 10-point change on a 0-100 healthcare policy, while enhancing communication
scale (Sloan et al 2005). Specific management guide- between patient and provider, leading to common
lines related to score interpretation (Meadows et al understanding of the health problem, and agreed
1998, Van Stel et al 2007, Varni et al 2005, Velikova management solutions and outcomes; greater patient
et al 2004) and illustrations through the use of case adherence and treatment satisfaction. Improved
vignettes, for example, of stable patients and patients health status may then be achieved with advancing
whose health has deteriorated, may further assist technology, electronic data capture of PROMs may
this process (Velikova et al 2004) (Boxes 4.4, 4.5). enhance the feasibility of application, supporting the
However, as with all methods of assessment, it is timely provision of scores and the clinical utility to
important to retain a healthy scepticism in relation routine practice. Moreover, information can be readily
Chapter 4 The measurement of patient-reported outcome in the rheumatic diseases 57
BOX 4.4 Interpretation of PROM scores profile BOX 4.5 Interpretation of PROM scores profile
of an unwell patient of a well patient
Monitoring
n Patient-important outcomes are monitored longitudinally.
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63
Chapter 5
illness impact on physical, psychological and social to pace their activities, this may be perceived as
aspects of function is addressed and a wider range laziness and lead to family conflict. Spouses of
of therapeutic options offered that have meaning patients attending an education programme to
and relevance to the individual. increase their knowledge of RA experienced a
This chapter is divided into four sections change in their perceptions towards the condition,
addressing: the biopsychosocial model; the impact which were largely negative before the programme
of arthritis; pain; and social cognition models that (Phelan et al 1994). The importance of the family on
help explain health behaviour. outcome was illustrated in a study of the benefits
of behavioural interventions to minimise pain in
patients with RA. Intervention incorporating family
Section 1: The biopsychosocial support was more effective in reducing pain than
model and its importance in the intervention with the family alone (Radojenic
arthritis management et al 1992). Adopting a biopsychosocial model of care
ensures all factors influencing a patients ability to
Recognition that understanding patients beliefs, manage and cope with their condition can be iden-
feelings, thoughts and health behaviour is neces- tified and, where possible, addressed.
sary to aid our understanding of the patients con-
dition has led to a move from a disease model to a
biopsychosocial model of care, which acknowledges Section 2: The impact of
the importance of psychological and social factors rheumatological conditions
as well as the physical impact of living with arthri-
tis. For example, physical impact can include symp- Patients are individuals with a life history, beliefs,
toms of pain, stiffness and fatigue. Psychological standards and expectations (Bendor 1999). RA can-
effects may include feelings of frustration, low not be considered solely in terms of its physical
mood and give rise to concerns about the future, consequences. The potential psychological, social
whilst social implications can include concerns and economic impact must be considered.
about work, role within the family and continuing
to engage in valued leisure activities.
Work
Adopting a biopsychosocial approach to care
has increased the range of therapeutic options for Work disability can occur early in arthritis (Fex et al
patients. Cognitive behavioural therapy (CBT), which 1998). People with a musculoskeletal condition are
aims to identify and change maladaptive patterns of more likely to stop working if they:
thought and behaviour, is of benefit in patients with l are older
RA. In newly diagnosed RA patients, CBT improves l are female
a patients sense of control regarding their condition
l have fewer years in education
and prevents development of negative illness per-
l have pain and co-morbidity
ceptions (Sharpe et al 2003). CBT is also useful for
patients with depression (Parker et al 2003). l have limitations in function.
Other psychological interventions involve improv- (Yelin 1995)
ing confidence in carrying out specific behaviours, i.e. Cox (2004), focusing on the needs of newly
self efficacy, which will be discussed in Section 4. If a diagnosed RA patients, found that being able to
person believes they can play an active role in man- continue working was a major concern: The only
aging some of the impact of their condition, through question I could think of, is the question I really
employing strategies such as pacing, goal setting and want answering-am I going to get back to work
exercise, they are more likely to do so than a patient full-time?. A National Rheumatoid Arthritis Society
with little or no such confidence. Active self-manage- (2003) survey showed 54% of participants attrib-
ment is associated with higher levels of adherence. uted not being in full-time work to RA and 30% of
Even if the intended goal is not achieved, the process employed participants worked part-time because
of striving for it leads to better outcomes (Jerant 2005). of RA. Mancuso et al (2000) found those seem-
Involving significant others in care management ingly successfully employed still faced major chal-
can also have a positive effect on outcomes. If the lenges, made major adaptations in order to stay at
family is unaware why an individual is encouraged work and still perceived their jobs to be in jeopardy.
Chapter 5 Applying the biopsychosocial model to the management of rheumatic disease 65
Early intervention through liaison with employ- (Dickens & Creed 2001, Lowe et al 2004, Sheehy
ers, consideration of alternative ways of working, et al. 2006).
work place assessment and if necessary retraining If depression is suspected it must be assessed and
is important to keep patients at work (see Ch. 9: treated. It is not acceptable to acknowledge it is asso-
Occupational therapy). Vocational issues that may ciated with RA and not treat it. In Stoke-on-Trent in
need considering are shown in Box 5.1. the UK, a combined liaison psychiatry clinic run
by a liaison psychiatrist and a rheumatology nurse
consultant assesses for mental health problems and
Leisure
advises on appropriate treatment. For depression
Engaging in a specific leisure activity will be influ- this involves anti-depressants and/or CBT.
enced by the individuals level of motivation, and
the belief participation can be done to a reasonable
standard. The physical and psychological impact Social support
of arthritis, such as pain, reduced muscle strength, Interpersonal relationships contribute to physical,
fatigue and reduced self esteem, may hinder both psychological and social state wellbeing. Through
the desire and ability to partake in leisure. Many our social support systems we validate beliefs, emo-
difficulties are faced participating in leisure (Fex tions, action and seek information and advice. Core
et al 1998, Hakkinen et al 2003, Wikstrom et al 2005). activities carried out within social networks include:
Inaccessible facilities, lack of transport, absence of
l Instrumental activitiescooking, cleaning,
support or negative attitudes from others may all
financial management and shopping.
impact negatively on leisure (Specht et al 2002).
l Nurturing activitiesmaking family
arrangements, maintaining family ties, looking
Mood after family members and listening to others.
Depression in RA is 23 times higher than in the Ryan et al (2003) demonstrated that patients wanted
general population (Dickens & Creed 2001). Data to remain active in both domains. Aspects of social
from baseline co-morbidity levels in over 7,000 support enhancing control perceptions include:
patients starting biologic treatments found 19% had l remaining active in family activities
a formal diagnosis of depression at any one time l receiving ongoing support from family members
(Hyrich et al 2006). (and not just at the time of increased activity
Depression in RA is linked to: such as a flare of the condition)
l pain l achieving a balance between support needs and
l functional disability: support provision.
l work disability Many inflammatory conditions are characterised
l poor adherence to treatment by unpredictability regarding symptom occurrence,
l lack of social support treatment efficacy and overall prognosis. Different
l low confidence in the ability to manage symptoms levels of support will be required from health profes-
sionals related to patients identified needs (Box 5.2).
l high daily stresses
Sexuality and body image and pain experienced. But this does not explain the
variation in pain experience for a given stimulus or
Sexuality is an individual self-concept expressed as injury. Why do some patients take longer to recover
feelings, attitude, beliefs and behaviour (RCN 2000). from whiplash than others? Why does pain persist
RA features which impact negatively on sexual- beyond the time of tissue healing?
ity and body image include joint pain and stiffness, Melzack and Walls gate control theory of pain
fatigue, low mood, physical changes and treatment (1965) revolutionised understanding of pain mecha-
visibility, including splints (Hill et al 2003). Patients nisms (Fig. 5.1). This demonstrated that the trans-
indicate they would like the opportunity to discuss mission of pain messages could be modulated
sexuality concerns with healthcare professionals (Hill within the spinal cord via descending messages
et al 2003) but due to a lack of privacy, time, knowl- from the brain (our cognitions and emotions) or
edge and skills, this often does not occur. Many types altered by activating another source of sensory
of arthritis extensively affect peoples lives. Living receptor (e.g. exercise to release endorphins).
with chronic pain considerably contributes to this.
Pain receptors
Section 3: Pain Sensory receptors are situated in the tissues of the
skin, synovium of joints and arterial walls. These
Pain is an unpleasant sensory and emotional expe- are activated by various stimuli including:
rience associated with actual or potential tissue l mechanical changes: increased synovial fluid in
damage, or described in terms of such damage the joint cavity and proliferation of the inflamed
(International Association for the Study of Pain synovial tissues causes pain by distension and
(IASP) 1994). It is a common symptom across rheu- stretching of the capsule
matic conditions. It is a unique, subjective and unver-
l temperature changes
ifiable person experience (Turk & Melzack 1992).
Acute pain is often transient and the source of pain is l inflammatory changes: the release of
identifiable and treatable, e.g. active synovitis of the prostaglandin, bradykinin, histamine and
knee. Chronic pain is an ongoing experience associ- serotonin.
ated with a plethora of other symptoms including Peripheral sensory nerves transmit signals from
anxiety, depression and sleep disturbance. the peripheries to the central nervous system ena-
Patients with RA cite pain as their most impor- bling stimulus identification. Alpha delta fibres
tant symptom (Minnock et al, 2003). Pain is associ- (thin and myelinated) transmit the sharp pain of
ated with impaired quality of life, depression and an acute injury and slower C-fibres (unmyelinated)
disability in both RA and OA (Spranglers et al 2000). produce the dull aching pain of a more persistent
Chronic pain in fibromyalgia results in reduced phys- problem or the burning quality of neuropathic pain
ical activities, increased mood symptoms, withdrawal (McCabe 2004).
from the workplace and increased use of health care Sensory nerves deliver information from the
services (Hughes et al 2006). When helping patients peripheries to the dorsal horn where they terminate.
manage their pain, a biopsychosocial model aids
fully comprehending the pain experience and enables
planning care that is meaningful for the patient. Descending
messages Spinal
from the brain
cord
Pain mechanisms
A Delta and C fibres
The specificity theory attributed to Descartes in (excitatory)
Pain gate
1664 reflects early understanding of pain mecha-
A Beta fibres
nisms. In this model, skin pain receptors are acti- (inhibitory)
vated by a painful stimulus and messages conveyed
to the brain enabling action to be taken, e.g. remov-
ing the hand from a fire. Pain is purely a physical
phenomenon with a direct relationship between Figure 5.1 A simplified diagram of the gate control theory
the amount of stimulation (damage) to nociceptors of pain.
Chapter 5 Applying the biopsychosocial model to the management of rheumatic disease 67
Perceived susceptibility
Demographic
variables Perceived severity
Class, gender, age etc.
Health motivation Action
Psychological
characteristics
Personality, peer group Perceived benefits
pressure etc.
Figure 5.2 The health belief model (adapted from Abraham and Sheeran 2005).
In an attempt to make the HLC a stronger pre- has three subscales: belief in ability to control
dictor of health behaviour it has been adapted to pain, function and other symptoms.
include: the value the individual places on their l Rheumatoid Arthritis Self-Efficacy Scale (RASE)
health and the extent to which an individual is con- (Hewlett et al 2001): evaluates individuals
fident in carrying out behaviours they believe will beliefs in their ability to perform specific health
be effective. In other words, for an individual to behaviours rather than their actual ability or
engage in health behaviour, such as exercise, they their outcome expectancy.
need to value their health, believe they are responsi-
ble for it, be confident they can exercise and believe
exercise will be effective. Theory of planned behaviour
The Theory of Planned Behaviour (TPB) is an
Social cognitive theory extension of the Theory of Reasoned Action (TRA)
(Fishbein & Ajzen 1975, Ajzen & Fishbein 1980).
In this model health behaviour is seen as the result Both models are based on the premise that indi-
of three sets of beliefs: viduals make logical, reasoned decisions to engage
1. Beliefs that there are consequences to threats or in specific behaviours by evaluating the informa-
events that occur without personal involvement tion available to them. The performance of a behav-
or action (situational-outcome expectancies). iour is determined by the individuals intention to
This involves an evaluation of the health risk and engage in it (influenced by the value the individual
individuals perception of their susceptibility to places on the behaviour, the ease with which it can
that risk. be performed and the views of significant others)
2. Beliefs that behaviour will result in specific and the perception that the behaviour is within his/
outcomes (action-outcome expectancies). her control. In RA a TPB model based on attitudes,
3. Beliefs that behaviours are within the social support, self efficacy and intention was mod-
individuals control and they have the ability to erately successful in predicting and explaining self
perform the behaviour (self-efficacy). management of arthritis (Strating et al 2006). Whilst
no validated questionnaires are available, a com-
Self-efficacy (SE) has a direct effect on behaviour: prehensive guide to developing measures of TPB
an individuals beliefs that he/she can perform components is given in Ajzen (1991). A challenge in
a behaviour predict performance of it. It can also TPB measurement is the difficulty in conceptualis-
influence intention to perform a behaviour. Studies ing and capturing attitudes.
have demonstrated individuals intend to perform
behaviours they are confident they can achieve
(Bandura 1992, Schwarzer 1992). The self-regulatory model and
Self-efficacy has been widely applied in arthritis to: illness beliefs
1. Explain health behaviours: a high SE for
The Self-Regulatory model (SRM) (Leventhal et al
medication and exercise improves adherence to
1997) describes how biological, psychological and
medicines and leads to participation in exercise.
social factors interact to influence how individuals
2. Understand the relationship between physical
perceive their symptoms and illness and the health
and psychological factors e.g. a higher SE is
behaviours they subsequently adopt (Fig. 5.3).
related to less pain, joint stiffness and fatigue,
These perceptions, or illness representations, are
improved function and better mood.
a set of beliefs, emotions and disease experiences
3. As a basis for interventions to help patients which individuals use to evaluate information
manage or cope with their arthritis. about their disease and to regulate their subsequent
Questionnaire measures of self-efficacy include the behaviour. The SRM differs from the other social
l Generalised Self-Efficacy Scale (GSES) (Barlow cognition models in placing equal importance on
et al 1996): measures belief in ability across the emotional reaction to health threats.
a range of situations and is not specific to Studies of peoples illness representations have
musculoskeletal pain. identified five categories of illness beliefs:
l Arthritis Self-Efficacy Scale (Barlow et al 1997): l Symptoms/identity (recognising the symptoms
assesses self-efficacy in people with arthritis and as associated with illness)
70 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
l Timeline (beliefs about how long the illness Commonalities between the social
will last) cognition models (SCMs)
l Consequences (beliefs about the outcome of the
Whilst there are many similarities between these,
illness)
the main differences are the underlying psycho-
l Control/cure (beliefs about the extent to which logical theory. There are specific patient-completed
the illness can be treated/controlled and the role questionnaires available to capture each construct
of the individual in managing the illness) and they can be, and often are, used in combina-
l Causes (beliefs about the causes of illness). tion. However, this is not always helpful. For exam-
The illness perceptions questionnaire (IPQ) ple, in a study of patients with either OA or RA
(Weinman et al 1996) was originally developed self-efficacy, but not locus of control, was associated
to quantify these. It has been used to understand with health status in patients with RA, whilst in
patients responses to illness and predict or explain patients with OA, locus of control was a better pre-
treatment adherence. It has since been revised to dictor of health status (Cross et al 2006). It is unclear
improve its psychometric properties (Moss-Morris how findings can be meaningfully interpreted in a
et al 2002) and consists of eight categories: clinical setting. Moreover, interventions aimed at
l symptoms/identity changing behaviour (such as promoting exercise,
l timeline acute/chronic
increasing medication adherence) may draw on
several SCMs. The most commonly applied theo-
l timeline cyclical
ries are Social Cognitive Theory and the Health
l consequences
Belief Model, with increasing interest in the Self-
l personal control Regulatory Model.
l treatment control
l emotional representations (emotional responses
Health behaviours (coping,
to the illness)
concordance, health beliefs)
l coherence (the extent to which patients
understand or comprehend illness).
Coping
In addition to use in research, it could be used in
practice to identify misperceptions of treatment/ Coping is the ability to generate and maintain psy-
illness or lack of understanding affecting adherence chological well-being despite living with a serious
to treatment/lifestyle advice that might be addressed condition (Folkman 1997) and is linked to better psy-
through educational interventions. chological adjustment outcomes (Smith et al 1997).
Chapter 5 Applying the biopsychosocial model to the management of rheumatic disease 71
instead attribute them to stress, or more commonly, BOX 5.3 Stepwise model of a consultation to
normalise them in terms of their age and activities improve adherence (from Daltroy 1993)
(Goodwin et al 1999, Hampson 1994, Sakalys 1997).
Even where patients interpret their symptoms as evi- Step 1The patient is encouraged to express all concerns
dence of underlying disease, their family, friends and Step 2The patients concerns are discussed
even health professionals may not. In a study of newly Step 3Doctor and patient share their models (beliefs)
referred patients with RA, more than 50% reported of disease and symptoms
that family, friends or doctors had normalised, mini- Step 4Doctor and patient share their goals for
mised or disbelieved their symptoms (Sakalys 1997). treatment
RA patients beliefs have been associated with Step 5Treatment goals are agreed and priorities
medication use (Neame & Hammond 2005). In gen- are set
eral, patients perform costbenefit analyses on their Step 6Doctor and patient share their models (beliefs)
prescribed medication (Donovan 1991) and are more of treatment
likely to take this when their perception of the neces- Step 7Potential barriers to adherence are identified
sity for medication (effectiveness and the perceived Step 8Plans are made to overcome these
consequences of untreated illness) outweighs con- Step 9The doctor provides written information on
cerns about it (side-effects, addiction and develop- disease and the treatment regimen, annotated
ment of tolerance) (Horne & Weinman 1999, Neame with individual patients detail/concerns
& Hammond 2005). Sixty percent of patients with RA
report fear of side-effects is a major factor influencing
their decisions to alter dose or frequency (Donovan &
Blake 1992). Patients often allow themselves a trial of Study activities
treatment during which they adhere to the treatment
regimen, evaluating its effectiveness against their n Take a case history from a patient with a
beliefs and expectations (Donovan & Blake 1992). rheumatological condition and identity its
Where outcome does not meet expectations, they may psychological and social impact using a
be more likely to change regimen or stop treatment. biopsychosocial approach.
n Using the gate control theory of pain, record how
you would explain to a patient how their thoughts
The clinical consultation
can affect their perception of pain.
High levels of non-adherence may occur if interven- n After reading section 4, list the factors that may
tions have not addressed underlying health and treat- influence whether a patient will engage in a specific
ment beliefs driving patient behaviour. It would be health behaviour, such as exercise.
useful within the clinical consultation if patients beliefs
about illness and treatment are elicited, their expecta-
tions of treatment are identified and realistic treatment
goals negotiated (Carr & Donovan 1998, Horne 1999). promoting adherence is limited because they provide
A consultation guide has been developed based on the little information about why patients take their
evidence for factors influencing adherence (Daltroy medications in this way, or why they choose not
1993) but its effectiveness in promoting adherence or to follow their prescribed treatment regimen at all.
concordance has not been evaluated (Box 5.3). Established, validated questionnaires that elicit
Concordance, i.e. an equal partnership between some of the health beliefs underlying adherence can
patient and health professional in which treatment be used to identify misperceptions and reasons for
goals are negotiated on the basis of patient preference non-adherence. These include the IPQ and IPQ-R
and priorities, is promoted by addressing these. (Moss-Morris et al 2002, Weinman et al 1996) and
the Beliefs about Medication Questionnaire (Horne
et al 1999).
Questionnaires for assessing adherence and
Understanding theories of health behaviour
concordance
and factors influencing coping and concordance
Whilst useful in identifying how patients take their enhance effectiveness of treatment and planning
medicines (de Klerk et al 1999), their usefulness in and delivering effective patient education.
Chapter 5 Applying the biopsychosocial model to the management of rheumatic disease 73
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77
Chapter 6
Karin Niedermann MPH BScPT Institute of Physiotherapy, University of Applied Sciences, Winterthur and Department
of Rheumatology, University Hospital Zurich, Switzerland
Figure 6.1 The relationship between demographic, disease- Motivation and goal setting
related and personality factors.
Adopting health behaviours is unfortunately not
just a logical, rational decision-making process
comprehensibility and manageability of a situation solely dependent on information. Rather it depends
or disease. The more a person is able to understand on complex interactions, including attitudes to ill-
and integrate (comprehensibility), to handle (man- ness, expectations of health, previous experiences
ageability) and to make sense (meaningfulness) of of the illness and social pressure (Price 2008).
an experience or disease, the greater the individu- Motivation for behavioural change is determined
als potential to successfully cope with the situation by cognitions, emotions and intentions and is central
or the disease. As it is a personality trait it is more for applying what has been learned. The distinction
likely to be a predictor of behaviour than a factor to between approach (success-related) and avoidance
influence in interventions. High SOC is associated (failure-related) motivation is fundamental in explain-
with perceived good health and predictive of posi- ing human behaviour (Elliot et al 2001). Important
tive health outcomes (Eriksson & Lindstrom 2005). factors for effective goals are that they should be:
Health locus of control (HLC)(Rotter 1954) differ
l personal goals: i.e. achievable goals, oriented
entiates between whether people attribute an out-
towards the person succeeding rather than failing
come to their own abilities or actions and, as such,
l 100% within the persons control for goal
is under their personal (internal) control (e.g. I did
achievement (see locus of control and
not exercise enough today because I was not in the
self-efficacy)
mood, or did not put in enough effort) or whether
an outcome is independent of ones actions (exter- l attractive and emotionally positively loaded (e.g.
nal control), attributing it to fate or chance (e.g. bad fun to do)
weather, no time, no social support). Findings related (Emmons 1992, Siegert & Taylor 2004).
to HLC predicting health behaviour are weak and
inconsistent (Wallston 1992) (see Ch. 5, Section 4).
Self-efficacy theory is considered as one of the
Compliance, adherence and concordance
most powerful determinants of behaviour (Bandura In the past, there was much focus on patients compli-
1977). The confidence a person has to successfully ance with treatment. The term compliance denotes fol-
execute a specific behaviour or task in the future, i.e. lowing a prescribed regimen, indicating a more passive
(self)-efficacy expectation, and the persons belief patient role. This is an inappropriate term in therapy
that the desired behaviour has a positive effect, i.e. as we work collaboratively with clients. Adherence
outcome expectation, determine the initiation of the suggests a more equitable role in which the patient
process to perform a behaviour, to expend effort and participates in goal-setting and treatment with shared
to continue to do so when difficulties are arising responsibility for outcome (Agras 1989) and probably
(Bandura 1990). (See Ch. 5, Section 4). reflects well the tenacity patients with chronic disease
Self-efficacy refers to perceived ability in specific need to maintain behavioral adjustments over their
domains of activities. It is a specific state, although life (-time) (Haynes et al 2002, Price 2008). In relation to
Chapter 6 Patient education and self management 81
l The Theory of Planned Behaviour change (self-reported) health behaviour (Sogaard &
l Social Cognitive Theory Fonnebo 1992).
l The Transtheoretical Model.
The Theory of Reasoned Action and Theory
The Health Belief Model of Planned Behaviour
The Theory of Reasoned Action (Fishbein & Ajzen
The Health Belief Model (HBM) (Becker et al 1977)
1975) and the Theory of Planned Behaviour (Ajzen
(see Ch. 5) is one of the oldest models but still
1985) (see Ch. 5) also consider intention and per-
provides an important framework for designing
ceived control as other important determinants for
theory-based interventions, though newer models
health behaviour. Intention towards a behaviour
and their components seem to better explain the
is shaped by the persons attitudes and subjective
complexity of behaviour (and behaviour changes)
norm (expectancies of social environment) which
(Fig. 6.2).
act as pros and cons towards a behaviour. Perceived
The implications for patient education are:
control emerged from work on locus of control and
l perceived severity of disease: provide accurate perceived self-efficacy and it was assumed that
information intention and perceived control interact.
l perceived susceptibility to disease and The implications for patient education are:
consequences: evaluate risk behaviours
l Consider attitudes: reinforce the advantages of
l expected benefits: emphasise and reinforce the target behaviour and address barriers.
the pros (i.e. benefits, e.g. less pain, better
l Develop strategies for improving control over
well-being)
environmental factors (i.e. problem solving
l perceived barriers for changing behaviour: strategies): e.g. time constraints, weather
discuss and reduce cons (i.e. costs, e.g. effort, conditions.
time, access)
l Take into account social environment and
l cues to action (the external and internal factors influences.
triggering behaviour): use these to frame
educational messages (e.g. social support,
potential rewards, pain (or no pain) after Social Cognitive Theory
exercising) Self-efficacy (Bandura 1977, 1990) is a central
Low perceived susceptibility may reduce moti- concept in social cognitive theory and is acquired
vation. There is some evidence that increasing by direct experience, vicarious experience (role
worries created by information (e.g. mass media modelling), verbal persuasion and reinterpreta-
campaigns, information booklets) can help to tion of physiological signals. Action-oriented
Perceived
severity Vulnerability Health Self-efficacy Health
Intention
(perceived threat) behaviour expectancy behaviour
Perceived
susceptibilty
Figure 6.2 The health belief model. Figure 6.3 Social cognitive theory or self-efficacy.
Chapter 6 Patient education and self management 83
interventions in occupational and physiotherapy is associated with higher levels of self-efficacy and
provide unique possibilities to acquire self-efficacy. pros outweigh cons.
Direct experience is the most powerful strategy. The implications for patient education are:
Success leads to success (see Chs. 5 & 6, Steps 1 & 5) l acknowledge that not all people are ready for
(Fig. 6.3). change and even if ready, not all are in the
The implications for patient education are: same stage of change, which requires
l Include as many practical sessions as possible for individualised interventions tailored to the
practising the behaviour (direct experience). stages where people are
l Use group settings, in which peers perform the l people who fail to participate may be in stages
same behaviour (role modeling). 1 and 2, thus provision of (more) information,
l Discuss homework, i.e. goals patients set to addressing increasing motivation and reinforcing
make changes and the pros and cons regarding pros is important, rather than advice about what
these behaviours (verbal persuasion). and how to do things
l Help people perceive the difference between l in stage 3, provide action plans and practical
disease symptoms and, for example, the advice, addressing self-efficacy and cons
normal effects of exercising (re-interpretation of l in stage 4, support action and self-efficacy by
physiological signals). diaries, cues to action and rewards
l in stage 5, address relapse prevention: identify
risk situations and prepare to re-start the
The Transtheoretical Model
plan
The development of the Transtheoretical Model l be aware of the long-term perspective of
(TTM) (Prochaska et al 1992) was an important step behavioural changes.
to better understand behavioural change, demon-
strating that individuals cycle through a series of
five stages of readiness to change when modifying
health behaviours.
In the pre-contemplation and contemplation
Stage 5
stages there is no or little problem awareness and Maintenance
thus no intention to change in the future (i.e. the Integrate new behaviour
next 36 months). In the preparation stage taking in daily life
action is planned for the near future (i.e. within a
month). In the action stage activities are performed
to modify behaviour, experiences or the environ- Stage 4
ment and in the maintenance stage the new behav- Action
Perform behaviour
iour is consolidated and integrated into daily
life (i.e. it is performed regularly over at least 6
months). Behaviour change takes time and regres-
sion, i.e. relapse into previous behaviours, is the Stage 3
rule rather than the exception, visualised by the spi- Preparation
Plan behaviour change
ral pattern of the TTM (Fig. 6.4).
The second key construct relates to the processes
of change, i.e. the strategies that are important Stage 2
when moving from one stage to the next. In the Contemplation
lower stages (13) cognitive and affective strategies Aware of problem: weigh
up pros and cons
are important, whereas in the upper stages (4 and
5) behavioural processes are most important. The
Stage 1
TTM states that lower stages of change are asso- Precontemplation
ciated with lower levels of self-efficacy, in which Ignore problem
the cons are more important than the pros. In con-
trast, in the upper stages behaviour performance Figure 6.4 The transtheoretical model.
84 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Step 3: influence knowledge, and were given information about joint protection
behaviour and health status and home exercises. At follow-up, they are honest
and tell you they have either not tried or are doing
Effective patient education enables understanding little. Are they all unmotivated, uncompliant
about the condition and health care, coping, chang- patients? Asking them why, can identify that their
ing health behaviours to self-manage effectively, reasons may differ (Table 6.2). In practice, different
improving or maintaining health status and reducing approaches may then be relevant to enable change.
health costs. It requires effective teaching and learn-
ing strategies. Information giving is an important
part, but not all of patient education. Solely provid- What do people want to learn?
ing information does not necessarily mean a person Patient education interventions should be based
learns or changes. Patient education tailored to the on identifying target groups needs (Lorig & Visser
persons needs is more effective (Lorish et al 1985). 1994). Priorities must be set about what to teach in
the time available. Better to teach fewer things well
Identifying needs than many badly. Written information can supple-
ment lower priority topics. Determine:
First, assess and prioritise aspect/s of education to l the potential knowledge and behaviours to teach
focus on: which, based on published evidence, are most
l cognitive change improving relevant important in affecting health status
knowledge and understanding. l then which are the most likely to change, given
l affective or attitudinal change e.g. the the time available or how much is realistically
motivation (or readiness) to learn, to change and needed to enable change (Lorig et al 2001).
the confidence to do so. Information needs of an individual can be
l psychomotor and behavioural change the assessed formally using the Educational Needs
physical and cognitive skills and the habits and Assessment Tool, which identifies the importance
routines to make recommended changes enough of 39 items in seven domains (managing pain,
to make a difference. movement, managing feelings, arthritis process,
Patient education needs are not just informa- treatment, self-help and support) and is available
tional needs. For example, five people with RA for rheumatoid arthritis, osteoarthritis, systemic
attended occupational therapy and physiotherapy lupus erythematosis, ankylosing spondylitis and
Not understanding need to use, e.g. exercise/ joint Assess readiness to learn. Improve quality of information giving; recheck
protection (cognitive need). understanding and recall.
Knowing why and how but not wanting to Assess importance of and readiness to change. Explore illness, health and exercise
(attitudinal need). beliefs any attitudinal barriers? E.g. exercise is ineffective; joint protection
irrelevant at this disease stage; other strategies (e.g. diet, herbal remedies) are
more effective. Consider psychological strategies (e.g. active listening, counselling,
motivational interviewing) to discuss barriers and beliefs.
Knowing why, how and want to but lacks confidence Explore self-efficacy for behaviour; assess confidence in and readiness to change.
(attitudinal need). Start at simple, achievable levels building gradually. Goal-setting, collaborative
action plans and regular review improve confidence step-by-step. Group
programmes provide opportunity to see others succeed (modelling).
Wants to but experiencing pain when trying. Teach correct techniques step-by-step again, allow adequate practice, with
Observation/ discussion identify performing feedback, to improve skill. Check over several sessions.
incorrectly (psychomotor need).
Knowing why, how and want to but not making time Habit change helped by discussing: daily and weekly routines; identify possible
(behaviour need). barriers, collaborative problem solving, discuss times and practice routines.
Goal-setting, action plans and review.
86 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Information giving is best as information exchange. confidence to do so and these influence readiness
Useful questions in a patient-centred approach are: to make specific behaviour changes (Rollnick et al
l Would you like to know more about? 1999). Discussion should promote behaviour change-
talk to help identify the pros and cons of change
l How much do you know about?
l Would you like to know how?
These help elicit readiness to learn. Use open- BOX 6.2 Strategies to enhance recall
ended questions to probe for responses, as almost
half of people are reluctant to ask questions even if n Tell important information first (primacy effects).
wanting more information (Ley 1988). If they do not n Stress the most important parts.
want information (pre-contemplation) and are resis- n Simplification-use non-technical words (e.g. bend not
tive, explore why. Confirm you appreciate change is flex). Explain technical terms when necessary (e.g.
difficult, they have other demands in life and there inflammation). Keep explanations short. Use short
are barriers to change. Identify barriers to readi- sentences. Keep to a few key messages each session.
ness (see Table 6.2 for examples) and address these. n Explicit categorisation structure information
People also have a choice not to learn or to change. to tell them what you are going to tell them,
If they are ready, practical considerations are: tell them, and tell them what you told them.
l realise information will be interpreted in terms
Summarise pre- and post- each topic, and at the
of their illness perceptions (see Ch. 11). Finding beginning and end of the session overall. This helps
out these helps adjust your explanation. people encode information more readily.
n Repetition ensure key facts are repeated by
l check understanding by asking questions
paraphrasing, and asking the person to repeat back
regularly, or prompting the person to paraphrase
or paraphrase what learnt.
explanations. For example, asking Im not sure
n Use specific rather than general statements, e.g.
if I have explained that enough for you (or quite
rather than you need to regularly exercise to
right) often this prompts people to say I think
keep fit, state you are aiming to exercise or be
you mean.. You can then tease out aspects
physically active five times a week for 30 minutes
needing further clarification.
in total a day getting yourself a little out of breath.
l appreciate recall is often poor. The more We can discuss what you believe is achievable to
information presented, the poorer the recall. get started. Then mutually determine this (e.g.
Keep it simple. Recall is generally not related to walking 5 minutes a day for 3 days this week).
educational level or age but is affected by anxiety
during and quality of education provided.
Recall of verbal information can be improved by
many strategies. (For examples see Box 6.2). Written
information should be provided to reinforce verbal BOX 6.3 Tips for good written communication
information (Box 6.3).
In one-to-one education, adapt teaching to best n Use everyday language
suit the persons preferred learning style(s). In n Avoid instructions without giving a brief
group education, a mix of approaches, particularly explanation
a practical, task-focused approach, is more effec- n Short sentences
tive than talks and discussion. Much of our therapy n Active and present tenses
includes teaching skills (e.g. exercise, joint protec- n Small blocks of text. Use clear headings to separate
tion). The more the practical component, with feed- n Question and answer format if possible
back on performance, the better. n Font size at least 12 point
n Avoid excess use of upper case
n Include plenty of white space (large margins,
Enabling attitudinal changes spaces between paragraphs)
Readiness to change (see the Transtheoretical model) n Use diagrams and pictures. Photographs are better
and self-efficacy (see Social Cognition theory) influ- than line drawings if possible.
ence willingness to make behavioural changes. Such Department of Health (2003)
changes require perceiving importance of change,
88 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Figure 6.7 Group education programme. Figure 6.8 Practical skills training a hand exercise group.
90 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
5. Practice: once successfully completed, allow interviews identified those attending groups with-
sufficient time for practice. This may need to be out spouses felt more able to discuss their prob-
done at home, so strategies to promote home lems openly without fear of upsetting those close
practice are needed (see below). Skills in teaching to them. Having significant others attend is thus
sessions should become progressively more not always helpful. But encouraging their involve-
complex and varied, as skills are better learnt ment through asking patients to share information
through varied than repetitive practice (Schmidt materials with relatives and getting them to assist
& Lee 2005). This will also help people generalize in practice is important. This allows the person to
skills to other settings. Mental practice using decide on the degree of involving relatives, as not
motor imagery also speeds up skills learning. all are supportive. Providing a carers-only educa-
6. Closure: Once the skill is successfully completed, tion meeting is also beneficial.
allow time for final questions or discussing
difficulties. Summarise key points. End by ensuring
Step 7: proper evaluation of
the person knows follow-up actions to take.
intervention effectiveness
Outcomes most relevant to the aims of the interven-
Behavioural approaches and goal-setting
tion provided should be selected.
Change is the persons responsibility. But there l Knowledge: There are several valid, reliable
can be barriers to changing behaviour, includ- RA specific instruments testing domains of:
ing not having (making) the time, and forgetting. symptoms, tests, drug therapy, joint protection,
Once the person knows how to perform a specific energy conservation and exercise: the RA Patient
skill, regular practice is needed to consolidate skill Knowledge Questionnaire (Hill et al 1991); the
and develop new habits and routines. Teaching ACREU RA Knowledge Questionnaire (Lineker
people how to set long and short-term goals and et al 1997); the Patient Knowledge Questionnaire
action plans helps promote this. Long term goals (Hennell et al 2004). There are multiple choice
are what they wish to achieve from the education. instruments for use in ankylosing spondylitis
Short-term are the steps to achieve this. Short-term (Lubrano et al 1998a) and psoriatic arthritis
goals should state: what, how much, when, how (Lubrano et al 1998b).
often and the time frame. Getting people to write
l Belief in ability to manage the disease: Two
goals down, and/or say aloud in a group what they
self-efficacy measures are widely used. A UK
intend to do, increases the likelihood they will ful-
validated version of the Arthritis Self-Efficacy
fill them. Goals should be what the person wants to
Scale for confidence to manage pain and other
do, not what the therapist expects them to do. An
symptoms (Barlow et al 1997a) and the RA Self
example of applying behavioural approaches in
Efficacy scale evaluating belief in potential
education can be found in Chapter 10.
for initiating 28 self-management behaviours
(relaxation, relationships, function, leisure
Step 6: The involvement of activities, exercise, sleep, medication and fatigue)
people from the persons social (Hewlett et al 2001).
environment l Perceived control: The Rheumatology Attitudes
Index measures degree of feeling in control of
Using self-management effectively will be helped
arthritis (Callahan et al 1988).
by support from significant others. As dis-
cussed above, there is conflicting evidence for the l Mood: the Positive and Negative Affect Scale
effectiveness of including significant others in edu- identifies improved or lowered mood states
cation programmes. Keefe et al (1996) identified (Watson et al 1988), in contrast to clinical
people attending a group OA programme with depression and anxiety.
their spouse did better than those attending with- l Adherence with health behaviours: use of
out a spouse in terms of improved pain and dis- cognitive symptom management (e.g. relaxation,
ability. However, Riemsma et al (2003a) in a trial distraction) and exercise can be measured using
with people with RA found that those in a spouse- self-report scales (Lorig et al 1996).
attended group fared worse than those attend- l Pain and fatigue: can be measured using a 100mm
ing non-spouse attended groups. Post-education visual analogue scale (VAS). Care must be taken
Chapter 6 Patient education and self management 91
selecting appropriate question wording, anchor controlled trial (n108) evaluating the arc (Arthritis
points, time scale and ensuring the VAS measures Research Campaign) RA booklet with people with
100mm when photocopied. Typical questions established RA (15 years duration). Knowledge about
are: over the last week, in general how has your arthritis and treatment, mood, reassurance and cop-
pain/fatigue been? with anchor points of no ing significantly improved. Walker et al (2007) tested
pain/fatigue to pain/fatigue as bad as it could the additional effect of a mind map in people with
be. Some find these difficult to complete because RA alongside the arc RA booklet (n363; 13 years
of fluctuating symptoms. More detailed pain and duration). Knowledge significantly improved but
fatigue assessments are available (see Ch. 4). those with low literacy (15% of participants) did not.
l Health status: Two measures are widely used. Good quality written information is important but
The Multidimensional Health Assessment those functionally illiterate need good quality, struc-
Questionnaire (MDHAQ) includes the tured verbal information giving.
modified HAQ measuring functional ability The evidence for effectiveness of individual verbal
(8 items); 100mm pain and fatigue VASs (pain/ education is less clear. A trial (n150) compar-
fatigue no problem to a major problem); a ing receiving a booklet on RA, treatment, and self-
100mm VAS of perceived health (very bad management methods with 1 hour of individualised
to very well); self-reported duration of early instruction from a therapist plus the booklet found
morning stiffness (minutes); psychological both groups significantly improved knowledge in
distress; and a modified Rheumatology comparison to usual care only, suggesting additional
Attitudes Index including items related to individual education was redundant (Maggs et al
medications (Pincus et al 2005). The Arthritis 1996). However, attitudinal (eg self-efficacy) and
Impact Measurement Scales 2 (AIMS2) includes behavioural changes were not evaluated.
sub-scales evaluating upper and lower limb There are few studies of education provided dur-
function, activities of daily living, pain and ing routine appointments. Riemsma et al (1997)
psychosocial status, as well as satisfaction with randomised people with established RA (n216;
health (Meenan et al 1992). average 13 years duration) to three groups: (1) usual
l Overall impact: the Health Education Impact care (i.e. information giving during routine appoint-
Questionnaire measures 8 areas of: health ments as necessary from a rheumatology nurse);
behaviour; engagement; emotional well-being; (2) usual care plus an arthritis self-help book; and
self monitoring; attitudes; skill acquisition; social (3) structured one-to-one education based on the
support; and health service navigation (Osborne provided self-help book during routine appoint-
et al 2007). ments. Nurses in the latter group received training
in education, goal-setting and progress review. All
Further generic and disease specific arthri-
groups improved similarly, suggesting structured
tis measures are described and reviewed in Katz
behavioural education was no more effective than
(2003), Lorig et al (1996) and in Chapter 4.
ad hoc information giving. However, nurses pro-
viding structured education reported difficulty
applying it in routine practice due to time con-
Evidence for patient education straints. Hill et al (2001) compared structured 1:1
interventions education (730 minute sessions), provided by a
rheumatology nurse using a self-efficacy approach,
Effectiveness depends on the quality and type of about RA, drug treatment and self-management,
education provided. with routine out-patient care (i.e. ad hoc informa-
tion giving) (n100; disease duration 12 years).
Significant improvements occurred in knowledge
One-to-one written and verbal
and drug therapy concordance in the education
information giving
group but not health status. Attitudinal and health
Individual education is the commonest provided in behaviour change were not evaluated. Sufficient
practice. Surprisingly, there is relatively little evidence time for education is needed to be effective. Further
for effectiveness in arthritis. Written information has studies of individualised education are needed to
been evaluated in several studies. Barlow et al (1997b, identify the most effective and cost-effective meth-
Barlow & Wright 1998) conducted a randomised ods, particularly to enable health behaviour changes.
92 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
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99
Chapter 7
Lindsay M. Bearne PhD MSc MCSP School of Biomedical and Health Sciences, Kings College London,
London, UK
Jointsmovement
Key points
n Physical activity is essential for muscle, joint, general The reason for having a joint is to enable us to move
physical, psychological and social health, function and so function. Joints were made to move, if we do
and well-being not move our joints stiffen, our muscles get weaker,
n Muscle sensorimotor dysfunction may cause or we tire sooner and control of movement is poorer.
exacerbate joint pain, damage or impaired functioning All of these can contribute to pain, disability and
increase the risk of developing acute and chronic ill- our joints will be compromised. Over time this can
health (diabetes, heart disease, high blood pressure, result in damage to cartilage and subchrondral
depression, obesity). Physical activity is any move- bone, pain and disability. Importantly, this means
ment produced by skeletal muscles that expends muscle sensorimotor dysfunction may be a cause of
energy (Caspersen et al 1985). Exercise is a subcate- joint damage rather than simply a consequence of
gory of physical activity defined as the planned, it (Hurley 1999). Therefore, maintaining well condi-
structured and repetitive movement, to maintain or tioned muscles may enable us to maintain healthy
improve physical fitness (e.g. cardiovascular fitness, joints, or ameliorate some of the effects of joint
muscle strength and endurance, flexibility and body damage.
composition) and psychological well being (ACSM
2006). Remaining physically activity is vital for
everyone and benefits our muscles, joints, general
Benefits of exercise
physical (respiratory, cardiovascular health), psy-
chological (self-confidence, self-esteem,) and social
Muscles involvement in arthritis is good news,
(independence, social interaction) well-being.
because of all the structures that comprise our joints,
muscle is the tissue we can manipulate most easily
through exercise and physical activity. When physi-
cal activity levels exceed the habitual load on our
The importance of muscle physiological or anatomical systems, our bodies
adapt to accommodate the increased load-the over-
Until relatively recently little consideration had
load principle. Exercise can increase strength, endur-
been given to the importance of muscles in rheu-
ance and motor control, reducing pain and disability
matic conditions, most interest concentrated on
and minimising joint damage.
what was happening inside the joint. However, syn-
ovial joints are comprised of intra-articular (bone
cartilage, capsule, etc) and extra-articular structures
Range of movement
(muscles, ligaments, nerves). If any articular struc-
ture is dysfunctional normal joint functioning will Movement is vital for joint health and function as
be compromised, leading to joint damage, pain and it maintains the length of soft tissues (joint cap-
disability (Hurley 1999). sule, ligaments, tendons, muscles), washes syno-
To appreciate the importance of muscle we need vial fluid across the avascular articular cartilage
to appreciate its sensorimotor functions. Some bringing nutrients and removing waste, stimulates
muscle functions are obvious, others are less obvi- repair and reduces joint effusion (Buckwalter 1995).
ous but just as important. The most obvious func- Therefore joints must be moved through their full
tion of muscle is to contract and effect controlled range of movement (ROM) frequently to avoid soft
movement. Controlled antagonistic muscle activity tissues shortening, cartilage atrophying and articu-
enables functional stability so that we are mobile lating bones fusing. Maintaining joint mobility is
yet stable - we can stand upright, walk, stabilise important for everybody, but even more so for peo-
our upper arms so our hands can perform dexter- ple with rheumatic conditions who are at increased
ous movements. This control depends on accurate risk of loss of joint mobility and consequent stiff-
proprioceptive sensory information much of which ness, pain, muscle weakness and functional limita-
arises from muscle receptors (muscle spindles and tions (Zochling et al 2006).
golgi tendon organs) that informs us about our body Movement can be maintained and regained by
position, movement and loading. Without this sen- performing slow, controlled and sustained stretches
sory information we would not be able to produce at the end of ROM (Dagfinrud et al 2005). The
controlled movement and over time uncontrolled, amount of stretching done depends on how irrita-
clumsy, jarring movement results in damage, so our ble a joint is - how easily pain and effusion are pro-
muscles are vital for joint protection. voked and if the stretching regimen has just begun.
If, due to natural ageing processes, reduced activ- These should be performed in three to four sets
ity, injury or rheumatic disease, muscles become of 510 stretches, two to three times a day (30120
deconditioned (weak, easily fatigued, propriocep- stretches in total) with each stretch held for 1030
tion impaired, movement poorly controlled) then seconds without bouncing (Fig. 7.1). This may
neuromuscular protective mechanisms that protect cause mild discomfort, but should not cause pain.
Chapter 7 The principles of therapeutic exercise and physical activity 101
Muscle function
Inactivity leads to muscle weakness and increased
Figure 7.2 The heaviest load a person can lift through a range
fatigability. Fortunately, muscle has considerable
of movement once only the one repetition maximal, 1RM.
ability to adapt to the loads and stresses placed on
it. Specific rehabilitation regimens use the overload
principle to improve muscle function. Using the
load someone can lift only once through a certain
One of a set of
range, called the 1 repetition maximum (1RM), as 3 8 contractions
the reference load (Fig. 7.2) such regimens can: 23 times a day
l increase maximal strength requires that muscles
must work against very high resistances.
Performing three to eight contractions, using
a load that is 6085% of the 1RM, two to
three times a day can lead to hypertrophic
strengthening within a week enabling people to
lift this weight more easily, increasing their 1RM.
Greater loads will then be required to maintain 6080%
the same strengthening stimulus (Fig. 7.3). of 1RM
l increased power or explosive force production
requires performing fewer contractions (510 sets
of 510 contractions) using lighter loads (3060% Figure 7.3 To improve muscle strength.
of their 1RM) two to three times a day, i.e. 50300
contractions each day (Fig. 7.4).
l improve endurance so that contractions can be
sustained for longer requires performing many 510 sets of
contractions (10 sets of 1020 contractions) 510 contactions
23 times a day
against low resistance (030% of the 1RM) 510
times a day, i.e. 5002000 (Fig. 7.5)
l improve controlled movement which requires
frequent practice of specific activities so
that muscle activity patterns that make up
a movement become automatic, performed
without much conscious thought.
3060%
Function of 1RM
While we can address many specific aspects of
muscle dysfunction with exercise regimens our
ultimate aim is to help people maintain, regain and Figure 7.4 To improve power.
102 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Stable box
local community pools are organising aquatherapy serious, unstable medical conditions, and those
classes that provide more people with the opportu- with very deformed and unstable joints. Theoretical
nity to participate in controlled water-based exer- fears that exercise and physical activity exacer-
cise classes, supervised by experienced therapists at bates inflammatory rheumatic conditions (Blake
moderate cost (Cochrane et al 2005). If aquatherapy et al 1989, Merry et al 1991) have not been sup-
classes are not available recreational swimming and ported by evidence. In fact in people with mild to
exercising gently in a local pool is an excellent way moderate rheumatic disease exercise improves
to keep stiff painful joints moving. aerobic fitness, muscle strength, pain and disability
Tai Chi and Yoga are other less traditional ways following exercise programs without exacerbating
of exercising that are popular and widely available symptoms, radiological damage or disease activ-
and early small trials have found them to be effec- ity (Bearne et al 2002, Brosseau et al 2005, Ekdahl &
tive (Ernst 2006, Fransen et al 2007), but not every- Broman 1992, Minor 1999, Munneke et al 2005,
one wants to participate in these types of activities. It Nordemar et al 1981, Stenstrom et al 1991, 1993, van
makes no difference where people exercise whether den Ende et al 1998, Zochling et al 2006). It is impor-
they exercise alone at home, in a leisure centre or join tant that physical activity and exercise is sensibly
an exercise class (Ashworth et al 2005), so personal planned and not overambitious, any new activity
preferences can be accommodated. Although people should be started slowly, increased gradually and
are often reluctant to exercise in groups the additional performed moderately (see Patient Information
benefit of group exercise classes is the peer support Sheet 7.1). As a rough guide people are exercising
and motivating reinforcement fellow participants moderately when they can do an activity and still
provide, the facilities and social interaction all of hold a conversation but cannot sing (the informal
which encourages commitment to long-term exercise. talk test) and vigorously when they cannot talk
while doing an activity (Meldrum 2003).
People may have concerns about the safety of
Safety exercise, which need to be discussed to allay fear
and anxiety. Initially, supervised exercise may
The first rule of any healthcare intervention is do be required in order to reassure people that exercise
no harm. Physical activity and exercise is contrain- is safe and encourage them to exercise. People with
dicated in very few people-those with advanced, severe joint malalignment might be discouraged
104 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
from undertaking strenuous strengthening exer- exercise (e.g. cycling, swimming, yoga, Tai Chi or
cises (Brouwer et al 2007) but should still be coun- exercise classes) are excellent, but require extra
selled to be physically active with precautions such effort, equipment, facilities and sometimes supervi-
as little and often, using a walking stick, etc. But sion which may be unavailable. People need to find
it should be emphasised that for the vast majority something that they want to do that is comfortable,
of people sensibly planned physical activity and enjoyable, affordable and available, and find ways
exercise is not harmful and the benefits of physical to integrate it into their lifestyle (NICE, 2006).
activity far outweigh the risks of inactivity.
Attitudes and beliefs about the cause and progno- and coping strategies (Griffiths et al 2007, Hurley
sis of ill-health and effective treatment are major et al 2007). Such programmes maximise the benefits
determinants of illness behaviour and willing- from both physical and educational approaches,
ness to exercise and undertake physical activ- challenging erroneous health beliefs and inap-
ity. People who catastrophise and believe their propriate behaviour. The positive mastery experi-
ill-health to be inevitable, incurable and untreat- enced following successful completion of a simple,
able, will feel demoralised, anxious and helpless practical exercise regimen that people can perform
and their self-confidence is undermined (Main & themselves without exacerbating symptoms gives
Watson 2002, Turk 1996, Turner et al 2000). Coping tangible, meaningful improvements (Hurley et al
strategies are efforts people make to minimize the 2007). Such regimes enhance self-efficacy and pro-
effects of ill-health. People who employ passive vide active coping strategies (exercise/physical
coping strategies (e.g. resting, avoiding activities, activity) that enable people to help themselves,
relinquishing responsibility for pain control to oth- reducing helplessness, disability and social iso-
ers) have worse pain and function than people who lation. The danger is that unsuccessful, negative
use active coping strategies (e.g. remaining physi- experiences (for example involvement in complex
cally active, diverting attention) and avoid cata- exercise regimens, requiring expensive, specialized
strophising (Keefe et al 1996). The coping strategies equipment, facilities and supervision) undermine
employed are based on peoples beliefs and past self-efficacy, encourage passive coping strategies
experiences. Self-efficacy is a persons confidence and dependency on others.
in their ability to perform tasks like taking exercise
(Bandura 1977). People with high self-efficacy are
less anxious, less depressed and report less pain, are Getting people to begin and
more physically active and more willing to attempt continue exercising
and persevere with exercise programmes than peo-
ple with low self-efficacy (McAuley 1992, McAuley This section gives some practical advice about help-
et al 1993). ing people begin and continue to exercise regularly.
Crucially, psychosocial traits are not set in stone, This may be best given during a supervised reha-
they can be altered for better or worse by positive bilitation programme, reinforced with written infor-
and negative experiences (Main & Watson 2002, Turk mation and regular follow-up.
1996). This malleability presents opportunities to
promote exercise and physical activity. Patient educa-
Getting going
tion and self-management interventions successfully
challenge erroneous ill-health beliefs (Bodenheimer People who are not normally active should be
et al 2002, Coulter & Ellins 2007, Holman & Lorig advised to begin with gentle non-weightbearing
1997, Newman et al 2004, Superuio-Cabuslay et al joint range of movement exercises (sitting on a
1996, Warsi et al 2003) about physical activity. For bed, settee or the floor slowly bend and straighten
example informing people that rheumatic condi- their knees) (Fig. 7.1) or low impact activities such
tions are not untreatable, that pain-related activity as a gentle walk (see Patient Information Sheet 7.2).
does not signal joint damage, that movement is good They should assess how far they can walk before
for joints, inactivity is bad, how they could easily the onset of pain, set a target well within this dis-
become more active, and reassure them about what tance, walk little and often within this distance, at a
they can (not) do. They also help people re-evaluate comfortable pace, resting frequently, using a walk-
their problems, reduce anxiety, catastrophising and ing stick if needed and training shoes or shoes with
fear-avoidance behaviours and give people active viscoelastic soles or insoles to reduce impact forces
strategies enabling them to help themselves. (Whittle 1999).
People often begin to experience pain after doing
an activity for a short time, but continue to do the
Integrated rehabilitation task until it is completed or pain becomes so bad
programmes they have to rest. This can reinforce negative feel-
ings and worries about the association between
The most effective chronic ill-health management physical activity and pain and joint damage. It can
regimens integrate exercise with patient education be helped by teaching people rest-activity cycling,
on healthy life-styles, self management of disease where physical activity is interspersed with rest or
106 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
less strenuous activities (pacing) (see Ch.10). People leisure commitments, their attitudes and beliefs
are encouraged to recognise how long it takes for about exercise, family and social support and
them to begin to feel tired or experience mild dis- networks, and the many other priorities and prob-
comfort, told to take a short rest at this point before lems in peoples lives. Long term adherence to exer-
returning to the task and take another break if pain cise can be improved by enhancing self-efficacy
starts to increase again or finish the task another which improves patient adherence with exercise
time. Implementing simple relaxation techniques programs (McAuley 1992, McAuley et al 1993,
can also help reduce tension and anxiety (see Rejeski et al 1998). Sustaining longterm adher-
Ch.11). Although rest-activity cycling may seem ence requires regular follow-up, and reinforce-
inconvenient and time consuming, people will find ment of healthcare messages is usually required
that by implementing it the time spent being active to re-motivate people. Unfortunately, given finite
will gradually increase, activities will get easier and healthcare resources the large patient population
they will incur less pain. and the chronic nature of benign rheumatic condi-
To avoid woolly plans being forgotten peo- tions, supervised exercise and regular follow-up is
ple should construct a very specific action plan logistically difficult. Finding ways in which people
of achievable, personally meaningful goals. These maximise self-management and self-motivation are
might be simple functional common activities of essential, for example people need to remind them-
daily living such as walking to the shops, climbing selves of the health benefits of physical activity;
a flight of stairs or doing the housework. The action exercise should be seen as a necessity not a chore;
plan should state exactly what activities they are the dangers of inactivity should be understood;
going to do, when, where and how, and should be improvements that simple activities can bring
placed where it will be seen often (on a fridge door). should be experienced; and the support of family
Telling other people what they are trying to do can and friends should be encouraged.
elicit peer support and turning intention into action Inevitably, people will experience times when
(Mazzuca & Weinberger 1998). they dont, wont or cant exercise, because of pain,
People should always be nudging the bounda- other commitments, inclement weather or they are
ries of their capabilities, so that over days, weeks too tired. Identifying potential barriers to exercise
or months, if necessary, the frequency and intensity and planning ways of overcoming them can help.
of exercises and activities is increased, for example If a joint is painful they could rest until this sub-
by increasing the distance walked a little each time, sides. If the weathers bad, exercise indoors, take a
walking more often and a little brisker. Monitoring walk where its sheltered or maybe rest for a day. It
progress highlights progress and goal-attainment, is important that a legitimate reason doesnt become
which is a powerful motivator for continued adher- an excuse, so when the pain subsides, enthusiasm
ence. Once a goal has been achieved this achieve- returns or the weather cheers up, unless people
ment should be appreciated and rewarded. Then a resume their previous level of activity, joint stiffness,
slightly more challenging target can be set to push pain, muscle weakness and disability will get worse.
the boundaries of their capabilities a little further.
If a goal proves too difficult a less ambitious target
should be set to avoid disillusionment and under- Conclusion
mining self-confidence and esteem. Once people
have reached a level of physical activity that suits In summary, muscle and movement are essential
them, maintaining that level will maintain the gains for joint health. Unfortunately, erroneous health
they have achieved, dropping below this results in beliefs (of the patient and health care practitioner)
regression. and poor patient management can be a barrier to
exercise. As a consequence unchallenged inap-
propriate health beliefs lead to health behaviours
Keeping going
that can exacerbate the problems associated with
Long term participation in regular exercise is disap- chronic rheumatic conditions. Exercise is very safe
pointing; more than 50% of people stop exercising for most people, and common physical activities
within 1 year (see Patient Information Sheet 7.3). are an excellent way of people gaining health ben-
This probably reflects the time and effort required efits associated with formal exercise regimens.
for exercise which competes with work, family and One of the best ways of increasing participation
Chapter 7 The principles of therapeutic exercise and physical activity 107
in regular physical activity is by participation in simple physical activity far out-weigh the time and
integrated exercise and self-management rehabili- effort incurred.
tation programmes. These enable people to appre-
ciate, through experience, how a simple exercise
Study activity
programme is safe, reduces pain and improves
function. In addition, these programmes use the Design a brief exercise programme for a class of
more holistic biopsychosocial model of healthcare 10 patients, aged 5085 years, with hip and knee
to challenge erroneous health beliefs, giving peo- osteoarthritis.
ple active coping strategies and enhancing impor- n What equipment would you need?
tant psychosocial factors such as self-efficacy, n How will you practically cope with this number?
self-esteem and social interaction. Ultimately, how- n What safety issues are pertinent?
ever, people need to appreciate that the benefits of
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Roddy, E., Zhang, W., Doherty, M., Handbook. Guildford Press, New Warsi, A., LaValley, M.P., Wang, P.S.,
2005. Aerobic walking or York, pp. 332. et al., 2003. Arthritis self-
strengthening exercise for Turner, J.A., Jensen, M.P., Romano, J.M., management education programs:
osteoarthritis of the knee? A 2000. Do beliefs, coping and a meta-analysis of the effect on pain
systematic review. Ann. Rheum. catastrophizing independently and disability. Arthritis Rheum. 48,
Dis. 64, 544548. predict functioning in patients with 22072213.
Stenstrom, C., Lindell, B., Swanberg, P., chronic pain? Pain 85, 115125. Whittle, M., 1999. Generation and
et al., 1991. Intensive dynamic van Baar, M.E., Assendelft, W.J.J., attenuation of transient impulsive
training in water for rheumatoid Dekker, J., et al., 1999. Effectiveness forces beneath the foot: a review.
arthritis functional class II: a long of exercise therapy in patients with Gait Posture 10, 264275.
term study or effects. Scand. J. osteoarthritis of the hip and knee. Zochling, J., van der Heijde, D.,
Rheumatol. 20, 358365. A systematic review of randomised Dougados, M., et al., 2006. Current
Stenstrom, C.H., 1993. Dynamic clinical trials. Arthritis Rheum. 42, evidence for the management
Therapeutic Exercise in 13611369. of ankylosing spondylitis: a
Rheumatoid Arthritis. Karolinska van den Ende, C.H.M., Vliet Vlieland, systematic literature review for
Institute, Stockholm. T.P.M., Munneke, M.W., et al., the ASAS/EULAR management
Stenstrm, C.H., Minor, M.A., 2003. 1998. Dynamic exercise therapy in recommendations in ankylosing
Evidence for the benefit of aerobic rheumatic arthritis: a systematic spondylitis. Ann. Rheum. Dis. 65,
and strengthening exercise in review. Br. J. Rheumatol. 37, 677687. 423432.
Patient information sheet 7.1 l Always ensure you are stable and safe when
exercising
Exercising safely l Start a new exercise/activity slowly and cautiously
Controlled physical activity/exercise has many l Progress slowly, gradually increasing the time,
health benefits and few dangers, and very few peo- frequency and intensity of exercising
ple are too old or infirm to benefit, but remember l Work hard within your capabilities but near your
the following: maximum
110 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
l Exercise moderately thats when you can hold l If you cant achieve a goal make it easier
a conversation while doing an activity l When you achieve your goal, tell everybody,
l Exercise is not a cure for rheumatic diseases. reward yourself
There are likely to be fluctuations in pain levels; l When you have achieved a goal, revise your
during times of increased pain, reduce your goals and action plan, setting more challenging
activity until the pain subsides goals to improve further or maintain the
l If an activity causes prolonged pain, discomfort improvement.
or swelling lasting more than a couple of days or
wakes you at night, rest for a couple of days
l As the pain settles resume exercising gently, Patient Information Sheet 7.3
gradually building up the exercises as before but
leaving out activities that caused pain or adding Keep going
them cautiously
l Starting to exercise is the hardest thing
l Blood, sweat and tears are NOT essential or
l Get support of family and friends
desirable
l Monitor yourself-keeping account of what you
have done reminds you to do it and charts your
improvement
Patient information sheet 7.2
l Reward yourself when you achieve a goal
Get going l Believe in yourself and your ability to be active
think about the simple things you have achieved
l Set simple, challenging, but realistic, achievable when you thought you could not
goals l Believe exercise will help you and think about
l Pursue them in a very focused way the difference the things you have achieved have
l Plan exactly what, when, where and how you made to your life
will achieve your goals l Exercise for the right reasons because it helps, you
l Write an action plan to remind you how you want to and you to enjoy it it is not a sentence
intend to achieve your goals l Find something you like to do or you will not
l Put your action plan where you will see it often continue it
and stick to it l Think about how to overcome barriers
l Monitor your progress, e.g. circle the days on l Plan for relapse when the going gets tough
a calendar when youve exercised and aim to decide how you can tough it out and get back
cover it with circles to exercising again.
111
Chapter 8
Michael V. Hurley PhD MCSP Rehabilitation Research Unit, Kings College London, Dulwich Community Hospital,
London, UK
process used to develop realistic, achievable, meas- which have a morphine type inhibitory effect on the
urable patient orientated goals. As all patients C- fibre (nociceptor) system. Furthermore, activa-
with rheumatic disease are different, starting from tion of the A delta fibres may provoke impulses in
a different baseline and with different needs, the the mid brain which inhibit the neurons at the orig-
physiological and psychological impact of each inal site via stimulation of the descending inhibi-
physical therapy should be considered on an indi- tory pathways (Galea 2002). Thus, by changing the
vidual basis. sensory input the perception of pain may be altered
When considered in a biopyschosocial context, but not the underlying cause of the pain.
physical therapies predominantly address the bio
aspect and aim to control pain, minimise joint stiff-
Transcutaneous electrical nerve
ness, limit joint damage with the least adverse
stimulation
treatment effects. However, if applied judiciously
physical therapies help maximise function and Transcutaneous electrical nerve stimulation (TENS)
health-related quality of life. is an easily applied, non-invasive modality with
relatively few contraindications (Fox & Sharp 2007,
Robertson et al 2006) which can be readily adopted
as a pain management strategy for patients with
Electrophysical agents
rheumatic conditions. Small battery operated TENS
machines deliver an electrical impulse via surface skin
Electrophysical agents (EPA) are used by healthcare
electrodes (Fig. 8.1). Five parameters can be adjusted
practitioners to relieve pain, improve muscle function
to achieve most effective pain relief waveform,
and reduce inflammation. An underlying premise of
pulse duration and frequency, intensity and electrode
all EPAs is that applying an external energy source
position. Therapeutic methods of applying TENS are
can beneficially alter physiological processes. In the
categorized into conventional, acupuncture-like,
management of rheumatic disease, electrical stimula-
burst, brief intense and modulation (Watson 2007).
tion, low level laser therapy, ultrasound therapy and
Selection is based on the underlying condition, sever-
short wave diathermy are most frequently used.
ity and duration of symptoms (Brosseau et al 2004)
(Table 8.1). Recent meta-analyses of six randomised
Sensory stimulation for pain relief controlled trials (RCT) involving 268 patients with
lower limb osteoarthritis (OA) suggest all modes
Sensory stimulation means applying electrical stim- of TENS improve pain, but not range of movement,
ulation with the intention of increasing the afferent function or strength regardless of the treatment pro-
nerve input. This effects a change at the spinal or tocol (Brosseau et al 2004). In patients with knee OA,
supraspinal level of the neurological system (cen- longer courses of treatment (4 weeks) and greater
trally), which can be used to alter pain perception. intensity protocols (high burst or low frequency)
The rationale for this treatment is provided by the may produce greatest pain relief (Osiri et al 2000).
pain gate theory (Melzack & Wall 1965). This the- In people with inflammatory disease, acupuncture-
ory proposes that pain perception is regulated by a like TENS reduces pain and increases muscle power,
gate at the level of the dorsal column of the spinal
cord, which may be opened or closed by means of
other inputs from peripheral nerves or the central
nervous system (see Ch. 5). Essentially, electrical
stimulation is aimed at modifying the peripheral
input (stimulation of the A beta mechanoreceptor
fibres at the skin) which inhibits nociceptor activ-
ity of C and A delta fibres (at the posterior horn)
thus changing the level of excitability of the central
components of the neurological system, e.g. central
nociceptive transmission cells, wide dynamic range
neurons (Robertson et al 2006).
Additionally, electrical stimulation is responsible
for releasing chemical mediators (e.g. encephalins), Figure 8.1 Example of a TENS machine.
Chapter 8 Physical therapies: treatment options in rheumatology 113
whilst conventional TENS improves self reported dis- response (Robertson et al 2006). Clinically, medium
ease activity but not pain (Brosseau et al 2003a). frequency currents are applied which pass through
Clinical guidelines recommend acupuncture-like the skin more comfortably than a typical low fre-
TENS for improving pain, oedema and power in quency current (due to skin resistance). At the inter-
patients with RA, (Brosseau et al 2004) as a relatively section of the currents a beat frequency produces an
safe adjunct therapy for the relief of pain in patients effect similar to a low frequency current (Fig. 8.2).
with OA (Philadelphia Panel 2001) and for oste- Using appropriate frequencies, sensory nerve
oporotic (OP) patients with intractable pain especially
those with chronic low back pain and recent vertebral
A B
factures (Chartered Society of Physiotherapy 1999).
Interferential therapy
Interferential therapy (IFT) is an alternative method
of sensory nerve stimulation, which applies two alter-
nating currents of slightly different frequencies (kHz)
at right angles to each other in a continuous stream. B A
Theoretically, where the currents intersect an area
Current A is at 4000 Hz and current B is at 3900 Hz
of maximum stimulation is produced. However, as Interference current (beat frequency) generated in the
the spread of the current reduces the intensity in central zone at the difference between input currents
deep tissues the superimposed current may be less which would be 100 Hz
effective than immediately under electrodes and Figure 8.2 Diagrammatic representation of interferential
therefore may not achieve the desired therapeutic current (Watson 2000).
Table 8.1 Possible therapeutic methods and parameters for applying TENS (adapted with permission
from www.electrotherapy.org)
Conventional High frequency 90-130Hz Pain relief via pain gate Treatment time: at least 30 minutes but as
Pulse width 100s mechanism long as needed
Intensity: definitely there but comfortable
Limited carry over effect
Acupuncture Low frequency -2-5Hz Pain relief via opioid Treatment time: at least 30 minutes but as
Pulse width 200s mechanism long as needed
Intensity: definite/strong sensation
Positive carry over effect
Burst Low frequency 10Hz Pain relief via all pain Treatment time: at least 30 minutes but as
Burst impulses 2-3 per second mechanisms long as needed
Intensity: definite/strong sensation
Brief intense High frequency 80Hz Pain relief via pain gate Treatment time: 1530 minutes
Pulse width 150s mechanism Intensity: close to tolerance
Indication: to achieve rapid pain relief
Modulation All characteristics are varied All pain relief mechanisms Treatment time: at least 30 minutes but as
throughout application may be stimulated long as needed
Intensity: strong/definitely there but
comfortable
Indication: suitable for long term
use as modulation diminishes the
accommodation effects of the sensory
nerves to a regular stimulation pattern
114 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
stimulation can be achieved, activating the pain muscle torque improved by 10% in people with OA
gate mechanism (between 80130Hz) and opioid knee following muscle stimulation (Talbot et al 2003).
mechanisms (10Hz) associated with pain relief. Whilst not included in any clinical guidelines for
Evidence for the effectiveness of IFT in rheumatic patients with rheumatic disease, motor stimulation
disease is limited but it may reduce pain in patients should be considered as an adjunctive therapy for
with psoriatic arthritis (Walker et al 2006) and patients with gross muscle weakness secondary
when combined with ultrasound may reduce pain to rheumatic disease. However, the high ampli-
and improve sleep in patients with fibromyalgia tude needed to evoke a muscle contraction can be
(Almeida et al 2003). However, due to the size of uncomfortable and may diminish patient compli-
the apparatus, application of IFT is limited to use ance with the treatment.
within the healthcare setting and therefore encour-
ages reliance on healthcare practitioners rather than
promoting self-management. Whilst there is some
Low level laser therapy
evidence to support the efficacy of sensory stimu- Low level laser therapy (LLLT) utilises a pencil-
lation for pain relief no studies directly compare like beam of electromagnetic waves of a single
the clinical effectiveness of TENS and IFT. Without frequency and defined wavelength to promote tissue
evidence of superior efficacy of one form of sen- healing and pain relief in a broad spectrum of soft
sory stimulation, the small, battery operated TENS tissue injuries and diseases. The effects of LLLT are
machine offers a relatively safe, inexpensive, easily not thermal but photochemical reactions in cells,
self administered method of symptom control in termed photobioactivation. LLLT produces its physi-
patients with rheumatic diseases. ological and therapeutic effects by applying enough
energy to disturb local electron orbits, initiate chem-
ical change, disrupt molecular bonds and produce
Motor stimulation of innervated
free radicals at the cell membrane to control the
muscle
inflammatory response, promote healing and pain
Motor stimulation is the production of a muscle relief (Box 8.1) (Robertson et al 2006, Watson 2000).
contraction by electrical stimulation of the motor In patients with rheumatic disease the evidence for
nerves. It is used for; increasing muscle strength and the use of LLLT is mixed. In patients with OA, LLLT
endurance, re-education of motor control, oedema is ineffective for pain relief (Brosseau et al 2005).
reduction, increasing joint and soft tissue mobility However, LLLT is recommended in clinical practice
and altering muscle structure and function (trophic guidelines for patients with RA as it improves pain
changes). Therapeutically it can be used as a sole and morning stiffness, but not function, range of
treatment, (Bircan et al 2002) superimposed over an
active muscle contraction (Strojnik 1998) or as an
adjunct to an exercise regimen (Fitzgerald et al 2003).
Gradual onset short duration pulses may be
Box 8.1 The potential photobioactivation effects
selected at frequencies between 30-100Hz with of low level laser therapy
on-off times and rate of ramping (progression)
varying with clinical considerations. The number Altered cell proliferation
of repetitions is defined by the training response Activation & proliferation of fibroblasts
required and the amplitude is set at maximum indi- Altered cell motility
vidual tolerance. A two second pulse, followed by Alteration of cell membrane potentials
four second rest with a one second ramp, mimics Activation of phagocytes
physiological muscle contraction although the com- Stimulation of angiogenesis
plexity of normal muscle group activity cannot be Stimulation of immune responses
simulated (Robertson et al 2006). Alteration of action potentials
In patients with rheumatoid arthritis (RA) with Increased cellular metabolism
secondary disuse atrophy of the first dorsal interos- Altered prostaglandin production
seous of the hand, muscle stimulation improves hand Stimulation of macrophages
function, strength and fatigue resistance of the first Altered endogenous opioid production
dorsal interosseus muscle (Oldham & Stanley 1989). Stimulation of mast cell degranulation
Similarly, functional performance and quadriceps
Chapter 8 Physical therapies: treatment options in rheumatology 115
movement, joint tenderness or swelling (Brosseau temperature by 3-7C, muscle temperature by 2-6C
et al 2004). (Robertson et al 2006) and intra-articular heating
has also been demonstrated (Oosterveld et al 1992).
Pulsed short wave diathermy (PSWD) or pulsed
Ultrasound therapy
electromagnetic energy (PEME) is an intermittent
In the management of rheumatic diseases, ultra- oscillating high frequency (27.12MHz) output. The
sound therapy (US) is commonly used as an mean power depends on the peak (pulse) power,
adjunctive therapy for its proposed effects on duration and frequency of the pulse. As a thermal
inflammation as well as for pain relief. It uses effect is only produced with outputs above 7 Watts,
sound waves at very high frequencies (0.5-5MHz) the non thermal physiological effects of PSWD
to produce mechanical vibration within the tissues. are postulated to occur due to agitation of ions,
If applied in high doses absorption of US results molecules, membranes and perhaps cells which
in heating, which decreases pain and fluid viscos- accelerates membrane transport, phagocytic, and
ity, increases metabolic rate and blood flow (ther- enzymatic activity (Kitchen & Partridge 1992, Low
mal effects) (Nussbaum 1997). At lower doses of 1995, Robertson et al 2006).
US or following pulsed US non thermal, mechani- Brief, high intensity bursts of electromagnetic
cal effects such as stable cavitation (formation of energy:
gas bubbles in tissues), standing waves (reflected l increase the number and activity of cells in the
waves superimposed on incident waves) and acous- injured region
tic streaming (fluid movement which exerts pres- l improve re-absorption of haematoma
sure changes on a cell) occur (Maxwell 1992) which
l reduce oedema
cause membrane distortion, increased permeability,
l increase the rate of fibrin deposition
increased nutrient transfer and facilitation of tissue
repair (Mortimer & Dyson 1988). When applied to l increase collagen deposition and organisation
acutely inflamed tissues it encourages the inflam- l increase nerve growth and repair (Robertson
matory process to progress to the proliferation stage et al 2006).
(Watson 2000). Whilst based on reasonable biophysical evi-
Whilst there is evidence to support the physio- dence (Hill et al 2002), the evidence for the clinical
logical effects of US in laboratory or animal studies, effective of short wave therapy is mixed and some
(Mortimer & Dyson 1988) evidence for its clinical studies report no improvement of pain, stiffness or
effectiveness in people with rheumatic conditions disability in patients with lower limb OA following
is limited (Brosseau et al 2004, Zhang et al 2007) PSWD (Callaghan et al 2000, Klaber Moffett et al
and it is only recommended for those with arthritis 1996, Laufer et al 2005, Thamsborg et al 2005) whilst
of the hand (Casimiro et al 2002, Welch et al 2001). others conclude pulsed SWD may be beneficial
Moreover, a recent review concludes US may only (Van Nguyen & Marks 2002) after lengthy courses
be effective for people with carpal tunnel syndrome of treatment (Jan et al 2006). There is no evidence to
and those with calcific tendonitis of the shoulder suggest SWD may be beneficial for people with RA
(Roberston & Baker 2001) despite being a frequently and it is not included in guidelines for the manage-
used electrophysical modality in musculoskeletal ment of any rheumatic conditions.
conditions (Kitchen & Partridge 1996).
Acupuncture
Short wave therapy
Short wave diathermy (SWD) produces its physi- Acupuncture literally means needle piercing the
ological and therapeutic effects by rapidly alter- practice of inserting very fine needles into the skin
nating electrical and magnetic currents at short to stimulate specific anatomic points in the body
wave frequencies (27.12MHz). Continuous SWD is (called acupoints or acupuncture points) for thera-
applied to tissues either inductively (metal cable, peutic purposes (Fig. 8.3). Heat, pressure, friction,
covered in insulating rubber, which is wrapped suction, or impulses of electromagnetic energy may
around the part to be treated) or capacitively (plate be used to stimulate the points.
or malleable electrodes placed next to the area to be Acupuncture is one of the more popular com-
treated), usually for 2030 minutes. It increases skin plementary interventions for arthritis (Ernst 1997)
116 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Heating of the deeper tissues can be achieved by Box 8.2 The physiological changes in response to
short wave diathermy (electromagnetic energy) heat and cold therapy
and high doses of ultrasound therapy, which are
discussed earlier in this chapter. Cryotherapy
includes the use of ice packs and ice baths, commer- Cryotherapy Thermotherapy
cially available gel packs or sprays and massage
with ice over acupuncture points or painful areas. Pain
Prior to application of either therapy, skin test- Muscle spasm
Metabolism
ing to establish normal cutaneous sensation is rec-
Blood flow
ommended as both heat and cold therapy have a Inflammation
measurable effect on surface and intra-articular tem- Oedema
perature of joints, skin micro-circulation and core Connective tissue
temperature (Oosterveld et al 1992) and patients with extensibility
abnormal cutaneous sensation (e.g. diabetic neuropa-
thy) are at risk of damage (Fox & Sharp 2007).
Thermotherapy and cryotherapy produce anal-
gaesia via the pain gate theory (Melzack & Wall 1965) the management of patients with RA (Brosseau
and reduce muscle spasm. However, thermotherapy et al 2004), OA (Brosseau et al 2004, NICE 2008,
increases tissue temperature, blood flow, metabolism Zhang et al 2007) and osteoporosis (Chartered
and connective tissue extensibility, whilst cryop- Society of Physiotherapy 1999).
therapy decreases tissue blood flow by initially caus-
ing vasoconstriction followed by vasodilatation (the
hunting reflex), reducing tissue metabolism, oxy- Manual therapy
gen utilization, inflammation and connective tissue
extensibility (Box 8.2). Whilst there are differences in Manual therapy is the skilled application of passive
physiological responses, both therapies can be used movement to a joint either within (mobilisation)
in patients with rheumatic conditions and patient or beyond its active range of movement (manipu-
preference as well as physiological response should lation). This includes oscillatory techniques, high
be considered when selecting which therapy to use. velocity low amplitude thrust techniques, sustained
Despite being used for years as a safe and effec- stretching and muscle energy techniques. Manual
tive symptomatic treatment of rheumatic conditions, therapy can be applied to joints, muscles or nerves
systematic reviews of thermotherapy and cryo- and the aims of treatment include pain reduction,
therapy highlight a lack of good quality research increasing range and quality of joint movement,
(Brosseau et al 2003b). In patients with RA, hot or improving nerve mobility, increasing muscle length
cold therapy has no effect on pain, swelling, ROM, and restoring normal function. There are three para-
strength or function (Dellhag et al 1992, Ivey et al digms for its therapeutic effects; physiological, bio-
1994, Kirk & Kersley 1968, Rembe 1970); whereas mechanical or physical, and psychological (Fig. 8.4).
ice massage improves pain, joint mobility and func- The physiological effects of manual therapy
tion in patients with knee OA (Yurtkuran & Kocagil include the reduction of pain via the pain gate the-
1999) and ice packs reduce swelling (Hecht et al ory (Melzack & Wall 1965) and stimulation of the
1983) and improve range of movement (Lin 2003) descending inhibitory tracts. Indirectly, manual ther-
but may not relieve symptoms in painful periph- apy can reduce pain via inhibition of muscle spasm
eral joint conditions (Clarke et al 1999). Similarly, which reduces tension on the periarticular struc-
short-term application of hot packs are not useful in tures, lowering intraarticular pressure, or reduces
peripheral joint osteoarthritis (Hecht et al 1983) but nociceptor activity (Zuzman 1986).
may control pain and improve disability if applied The biomechanical effects of manual therapy
for longer periods to patients with acute non spe- include altering tissue extensibility and fluid
cific low back pain (Nadler et al 2003a, 2003b). dynamics thus facilitating repair and remodelling.
Based on some evidence and anecdotal reports Temporary increases in tissue extensibility follow-
of effectiveness, thermotherapy and cryotherapy ing manual therapy occur through the mechanisms
are useful palliative self management therapies of creep (tissue lengthening following application
for rheumatic patients and should be included in of a constant force or load) and preconditioning
118 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Manual therapy
Stimulation of Reduction
Muscle
gating mechanisms of nociceptor
inhibition
and descending activity
tracts
Alters tissue Alters fluid
extensibility dynamics
Reduced Reduction of
intra-articular periarticular
pressure tension
(elongation following repeated loading) (Panjabi & a ssociated with mild to moderate adverse effects
White 2001). More permanent length changes need (30-61% of all patients) and can result in serious
sufficient force, which are achieved in spinal man- complications such as vertebrobasilar artery dissec-
ual therapy (Harms & Bader 1997), to produce tion followed by stroke (Ernst 2007, Taylor & Kerry
microtrauma which elongates collagenous tissues 2005). Consequently, premanipulative testing pro-
(Threlkeld 1992). Repetitive movement of inflamed tocols attempt to identify patients at risk of verte-
joints alters fluid dynamics, reducing intra articular brobasilar artery insufficiency (Magarey et al 2004)
pressure (Jayson & Dixon 1996, Levick 1979, Nade & although the effectiveness of this screening has yet
Newbold 1983), increasing the rate of synovial to be established. All guidelines contraindicate the
blood flow and synovial fluid clearance (James et al use of manipulation in patients with RA due to the
1994) thus improving range and movement quality. risk of joint instability particularly in the upper cer-
The psychological effects of manual therapy or vical spine (Neva et al 2006) and caution should be
any therapy which has direct physical contact, such exercised when considering the use of manipulation
as massage, produces a response to the laying on of in other inflammatory rheumatic conditions.
hands. This placebo response (a response produced Whilst there is some evidence of the effectiveness
by a mechanism with incidental ingredients or com- of manual therapy in the treatment of acute and sub
ponents which have no remedial effect for the dis- acute spinal pain (Bronfort et al 2004, Ferreira et al
order but result in a positive effect of treatment) is 2006, UK BEAM trial team 2004) in patients with
enhanced by learned expectancy (previous experi- peripheral joint disease manual therapy is often
ence of a stimuli establishes an habitual direction of combined with other therapies which makes the
response) and the therapeutic benefits of the patient relative contribution of each therapy difficult to
therapist interaction and relationship (Roche 2002). determine (Deyle et al 2005). In patients with OA
Manual therapies are commonly used inter- knee, a combination of manual therapy and exer-
ventions regardless of reported non vascular and cise improves function and pain more than exercise
vascular side effects (Ernst 2007). Whilst mobilisa- (Deyle et al 2005). In patients with hip OA manual
tions (movement to a joint within its physiological therapy improves pain, range of movement and
range of movement) are not associated with seri- function more than exercise alone (Hoeksma et al
ous complications, manipulations (high velocity 2004). Those patients with the severest x-ray changes
low amplitude trust techniques applied beyond respond least to manual therapy although baseline
active joint range of movement) can have severe levels of function, pain and range of movement do
adverse reactions. Spinal manipulation, particu- not predict treatment response (Hoeksma et al 2005).
larly when performed on the cervical spine, is Consequently, evidence-based practice guidelines
Chapter 8 Physical therapies: treatment options in rheumatology 119
recommend the use of manual therapy combined There is some evidence that thermotherapy, TENS,
with exercise for the reduction of pain in peripheral and acupuncture can relieve pain in some rheumatic
joint osteoarthritis (Brosseau et al 2005, NICE 2008). conditions but insufficient evidence for the efficacy
of many electrotherapy interventions and manual
therapy. However, insufficient evidence of effectiveness
Massage should not be interpreted as ineffective it also indi-
cates an absence of evidence. Therefore clinical deci-
Massage has been used to reduce pain and oedema, sions should be made following a thorough assessment
increase circulation, improve muscle tone and of an individuals symptoms and treatment based on
enhance joint flexibility for years. Its effect may be the available good quality evidence (basic principles
explained by the pain gate theory (Melzack & Wall and clinical effectiveness), practice guidelines, clinical
1965) but it is also likely to have a placebo response experience and patient preference (Jones 1995) until a
similar to other manual therapies. sufficient body of good quality studies are completed
Evidence of its efficacy in rheumatic patients is lim- to unequivocally direct the use of physical therapies in
ited; a course of massage improves function and pain the management of rheumatic disease.
in patients with OA knee (Perlman et al 2006) and
pain and quality of life in patients with fibromyalgia
(Brattberg 1999) although it is ineffective in patients
with neck pain (Ezzo et al 2007). However, a system- Study activities
atic review of nine studies suggests massage is benefi-
n Review the current guidelines for the management
cial in patients with sub acute and chronic non-specific
low back pain especially when combined with exer- of rheumatoid arthritis (RA) on the NICE website
cise and education but it was no better than manipu- (http://guidance.nice.org.uk) and consider which
lation and inferior to TENS for back pain relief (Furlan physical modalities may be included in an evidence
et al 2003). Whilst massage is not often recommended based treatment programme for a patient with
in clinical guidelines, as it has high patient satisfaction moderate, well controlled RA.
n Access the electrotherapy on the web an
and low adverse effects it is a viable adjunct to ther-
apy for patients with rheumatic disease. educational resource website (www.electrotherapy.
org) and review the theories and evidence
underpinning the use of transcutaneous electrical
Conclusion nerve stimulation (TENS). Consider how you would
explain these concepts to a patient who is using
Physical therapies are often used in the management TENS for pain relief, within the biopyschosocial
of rheumatic conditions to relieve pain and improve framework.
function. Within the biopsychosocial model of health,
physical therapies influence the bio element of this
framework but, if self administered, may enhance an
individuals ability to cope with their condition, thus Useful websites
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123
Chapter 9
Environment
al Cult
ion ura
ti tut l
ns
I
Occupation
Affective P
e
al
ro
Physic
Social
r
- ca
du
Self
ctivi
OT domain
ty
Person
Spirituality
Cognitive Physical
L eis ure
Figure 9.1 The Canadian Occupational Performance Model. Reproduced from The Canadian Model of Occupational
Performance and Engagement. In: Townsend E, Polatajko H (2007) Enabling Occupation II: Advancing an Occupational Therapy
Vision for Health, Well-being & Justice through Occupation. CAOT Publications ACE, Ottawa, ON p. 23 with permission of CAOT
Publications ACE.
Table 9.1 Evidence for the most commonly reported occupational therapy treatments for rheumatoid
arthritis
Comprehensive 2 Helewa et al (1991) High quality RCT Home based occupational therapy
occupational therapy demonstrated statistically significant effect
on functional ability.
Hammond et al (2004) High quality RCT 6-week session OT programme improves
self-management
Training of motor function 8 Hoenig et al (1993) High quality RCT No evidence
(hand exercises)
OBrien et al (2006) High quality RCT Home strengthening exercises are more
effective than stretches or advice alone
Joint protection and 8 Hammond et al (1999) High quality RCT Strong evidence that joint protection leads
Energy Conservation Hammond et al (2001) High quality RCT to an improvement in functional ability
(see Ch. 10 for references)
Advice/instruction about 2 Hass et al (1997) Low quality CCT Insufficient data to determine outcomes
assistive devices. In
Treatment options to avoid
Nordenskiold (1994) High quality OD Significant improvement in pain
Provision of splints 16 Nordenskiold (1990) Sufficient quality Significant reduction of pain in wearing
OD working splints in both studies
(see Ch. 12) Pagnotta et al (1998) Sufficient quality Significant reduction of pain in wearing
OD working splints in both studies
Provision of working Stern et al (1996) Low quality RCT Significant improvement in function over
splints a week
Tijhaus et al (1998) High Quality RCT No difference in pain grip strength or ROM
between 2 types of working splints
Provision of resting splints Feinberg (1992) Low quality CCT Significant decline in dexterity
Callinan et al (1996) Low quality RCT Significant improvement in pain wearing a
resting splint over 4 weeks
Adams et al (2008) High quality RCT Resting splints should not be used as a
routine treatment of patients with early RA.
Swan neck deformity Ter Schegget et al (1997) High Quality RCT No significant difference in grip strength or
range of movement
Boutonnire splint Palchik et al (1990) Low quality RCT Significant improvement in grip strength
when wearing splint 24 hours for 6 weeks
Ankylosing Spondylitis Functional Index (Calin regions of the body, such as the Oxford Hip Score
et al 1994). (Dawson et al 1996) or The Disabilities of the Arm
Whilst some assessments, such as the HAQ, Shoulder and Hand (Hudak et al 1996).
cover a broad range of activities others focus on Standardized assessments have been evaluated
specific domains of activity, e.g. The Rheumatoid extensively to ensure that they are valid, (measur-
Arthritis Work Instability Scale (Gilworth et al 2003) ing what they claim to measure), reliable (are as
or the Parenting Disability Indices (Katz et al 2003). accurate as possible) and sensitive to change (able
These may be used as an additional assessment to detect change when change has occurred). Many
when more detailed information is required about of the measures described above are self-complete
a specific area of activity limitation. Other measures questionnaires comprising a range of predefined
focus on activity limitation associated with specific activities against which a person rates the level of
Chapter 9 Occupational therapy: treatment options in rheumatology 127
difficulty they experience when completing each joint protection, energy conservation, orthotics and
activity. However some assessment may include psychological support are addressed in other chap-
observation or assessment of a person completing ters but are inherent to maintaining independence.
specific activities. Others incorporate an element
of measurement such as grip strength or range of
movement, e.g. The Jebsen Test of Hand Function The impact of rheumatic diseases
(Jebsen et al 1969). Whilst standardized measures on self care and household
have demonstrated efficacy in clinical and research activities
contexts one of the criticisms of their use in a clini-
cal context is their inability to capture activities The loss of ability to perform activities of daily liv-
which are important to clients (Hewlett 2003). ing is one of the most documented consequences of
A recent development has been the patient gen- rheumatic diseases (Symmons & Silman 2006, Wolfe
erated index which enables each person to identify 2000). Sokka et al (2003) demonstrated that patients
areas of activity limitation of greatest concern to with rheumatoid arthritis have a 7-fold risk of func-
them. Two examples relevant to activity limita- tional disability in self care activities as measured
tion are the MACTAR Patient Preference Disability by the HAQ compared to the normal population.
Questionnaire (Tugwell et al 1987) and the Canadian
Occupational Performance Measure (COPM) (Law
et al 1990, 2005). The COPM is informed by a semi- Occupational therapy interventions
structured interview during which people are asked The strongest evidence in rheumatology occupa-
to identify areas of activity limitation and rank them tional therapy is also informed by the impact of
in order of importance. For the top five activities, interventions on activities of daily living (Hammond
they rate their current performance of the activ- et al 1999, 2001, Helewa et al 1991). Some of the
ity and satisfaction with their current performance. main approaches used by occupational therapists
These activities inform the treatment programme focus on improving occupational performance by:
and the person is reassessed to evaluate the efficacy l using alternative methods of doing an activity
of the intervention. The COPM is congruent with a
l using assistive devices (i.e. assistive technology)
person centred approach and does not constrain the
l adapting the built environment.
activities a client can identify (see Ch. 4 for further
information on patient reported outcome measures).
Using alternative methods
Semi-structured interviews The development of skills in joint protection and
energy conservation is one of the main occupational
Whilst the use of standardized assessments is
therapy interventions to maintain levels of activity
encouraged as a basis for assessment many thera-
and is described in chapter 10.
pists, in a clinical context, continue to use a semi-
structured interview format exploring a wide range
of areas of activity. Such interviews are often for- Using assistive devices
mulated on a departmental basis. However, this
People with arthritis are one of the largest user
in-depth information cannot be used as an accurate
groups of assistive devices (Rogers & Holmes 1992).
measure against which treatment outcomes can be
These are used to:
assessed. Therefore increasingly therapists are using
a combination of initial interview and standardized l increase or maintain functional ability
measures to inform their interventions l reduce pain experienced when doing a task
l reduce the energy required to complete a task
l reduce the stress placed on joints during activity
Promoting independence in key
l increase the safety with which a task is completed
activities
l support carers in undertaking specific activities.
This section explores some of the main areas of Devices are usually provided on a permanent
activity limitation experienced by people with rheu- basis but, in some instances, may only be required
matic diseases and provides insights into the ways for a short period, e.g. post joint replacement sur-
in which such limitations can be reduced. The use of gery. Studies suggest that up to a third of devices
128 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Interventions
Practical problems, especially with regard to caring
for babies and younger children, are experienced
in all aspects of childcare such as holding, lifting,
carrying, bathing and changing, dressing and feed-
ing. For women with RA these problems can be
exacerbated in the early months of motherhood by
an increase in their disease activity. Careful selec-
tion of products can help to reduce the problems
experienced. There is a wide variation in the design
and usability of prams, car seats, cots and feeding
equipment and guiding parents to think about such
features as weight, size, design of controls, fasten-
ings, switches and general ease of use when select-
Figure 9.3 Examples of assistive technology helpful in RA. ing products can save a great deal of money.
As children grow, parents with arthritis may
experience problems in taking part in the wider
The impact of rheumatic diseases aspects of the childs life such as school or club activ-
on family roles ities, family outings and holidays. Studies exploring
parenting with rheumatic conditions highlight the
Studies exploring impact on parenting roles consist- emotional consequences associated with being una-
ently identify the challenges faced with different ble to fulfil such activities (Backman et al 2007, Grant
aspects of childcare (Backman et al 2007, Grant 2001, 2001, Katz et al 2003). Psychological support is there-
Katz et al 2003). These studies highlight practical fore an important aspect of working with parents.
problems and also the psychological consequences This may be provided by the therapist but also facil-
of being unable to fulfil perceived parenting roles. itated through referral to a voluntary sector organi-
Whilst attention has focused on the experiences of sation such as Arthritis Care, The Disabled Parents
women with RA, recent studies have also explored Network or the National Rheumatoid Arthritis
the experiences of women with ankylosing spondy Society (Box 9.2).
litis (AS), systemic lupus erythematosus (SLE) and
juvenile idiopathic arthritis (Backman et al 2007).
Problems are also experienced by men undertaking The impact of rheumatic diseases
fathering roles and by men and women in relation on employment
to grandparenting roles (Barlow et al 1999). A sur-
vey of 231 women with RA identified that greater Despite medical advances (Bejarano et al 2008,
parenting disability was associated with poorer Puolakka et al 2004) the incidence of work dis-
general function, more pain and fatigue, more ability in rheumatoid arthritis is still significant
parenting stress and greater psychological distress (Eberhardt et al 2007, Young et al 2000). The National
(Katz 2003). Rheumatoid Arthritis Society (NRAS) I want to
work survey (2007) reported that only 54.8% of
respondents were in employment - nearly 30% less
Assessment
than the Governments 80% target of employment
Few standardized assessments of parenting disabil- for all working age adults (Department of Work
ity exist. One example is the Parenting Disability and Pensions (DWP) 2007). Of those not in employ-
Index (Katz 2003). Assessment may take place ment, 28.4% had given up work within 1 year and
when problems arise, but also therapists can work 59% were work disabled within 6 years of diagnosis.
with mothers during pregnancy to help prepare for Other rheumatic diseases, such as systemic lupus
the arrival of their child, advise on the purchase of erythematosus, have even higher levels of work
appropriate childcare equipment, put in place the disability with rates of 47% at diagnosis (Yelin et al
necessary practical support and advise on fatigue 2004).These figures pose a challenge to both clini-
management. cians and policy makers with the increased emphasis
130 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Box 9.2 Additional resources for parenting with Box 9.3 Questions to ask in a work interview
arthritis
n Patients details, e.g. name, address, date of birth
n The Disabled Parents Network provides n Current medication and other therapies
information, advice and support to disabled parents n Specific joint symptoms, fatigue or other medical
n Arthritis Care website has a section on Living with issues affecting work performance
Arthritis - parenting with disability n Abilities and routines at home/leisure
n Research Institute for Consumer Affairs (RICAbility) n Educational background including any qualifications
produce a range of consumer reports for disabled n Past employment history and occupational
parents on childcare products including: pushchairs, interests/aptitudes
highchairs, baby carriers, bottle warmers and n Current employment details (job title, employers
sterilisers; safety gates details, hours of work, shift pattern, breaks, previous
n National Rheumatoid Arthritis Society (NRAS)- and current sick leave, financial status - current
website has a section on pregnancy which provides pay, e.g. full/half pay and disability/or Employment
a range of information on aspects of pregnancy, Support Allowance (formerly Incapacity Benefit) etc
childbirth and childcare including: My Experience of n Does the person have an occupational health
Pregnancy, Birth and Caring for a Small Baby whilst provider? take details
coping with Rheumatoid Arthritis: a members story, n Preparing for work and method of travel
Coping with your Baby when you have Rheumatoid n Psychosocial information interpersonal
Arthritis and Handy Tips relationships, job importance and satisfaction,
n Arthritis Research Campaign produces a booklet: amount of autonomy, perceived stress etc., job
Pregnancy and Arthritis values, job goals
n Job demands, job concerns and limitations.
Note: website addresses can be found at the end of
the chapter.
Work screening
Given the potential for people to experience work
on keeping people in work and extending working related problems at an early stage in their disease it
life beyond the current retirement age of 65. is vital that work related problems are detected early
The personal costs of unemployment from and dealt with by an appropriate individual, e.g. an
decreased quality of life and social exclusion are occupational therapist, other health professional
enormous but the socioeconomic costs are also great. or employment advisor. Work instability is used to
The DWP report forecasted in 2007 that in 2007-2008 describe a mismatch between a persons functional
429,000 people with musculoskeletal diseases capacity and the demands of their job (Gilworth
would claim 1.429 billion via the Employment et al 2003). The Rheumatoid Work Instability Scale
and Support Allowance (ESA). Prognostic factors (RA- WIS) (Gilworth et al 2003) is a validated screen-
for work disability in rheumatoid arthritis include ing tool developed to detect, measure and prioritise
higher HAQ scores, lower educational status, older peoples work instability.
age, and manual work (Eberhardt et al 2007).
Work interview
Vocational rehabilitation If work problems are identified a specific work
Employment issues in rheumatic diseases must there- interview can be undertaken. Cynkin et al (1990)
fore be addressed as early as possible (Frank and describe a potential structure for a work interview
Chamberlain 2001, Nordmark et al 2006). The College as does Melvin (1998). Box 9.3 suggests some of the
of Occupational Therapy (COT) Specialist Section on information the therapist should collect.
Work clearly identifies the role and opportunities for Standardized semi-structured work interviews
occupational therapists to be involved in vocational such as the Worker Role Interview (WRI) are also
rehabilitation (COT 2007) and this is expanded upon available (Velozo et al 1999).
in the Work Matters Booklet (COT 2007). The NRAS I
Standardized assessment tools
want to work Survey (NRAS 2007) also identified the
need for more occupational therapists to be trained Various assessment tools are available and are
to provide work rehabilitation. listed in the Work Matters booklet (COT 2007).
Chapter 9 Occupational therapy: treatment options in rheumatology 131
In some instances the work interview may identify Box 9.4 Interventions applicable in work
the need to carry out a more detailed assessment to rehabilitation
determine work abilities. This can be done through
a detailed job analysis (Joss 2007) using a mix of n Joint protection techniques
analysis tools, e.g. the Valpar Profile Analysis Guide n Fatigue management techniques
(Valpar International Corporation 2007a) in combi- n Flexible working, home working, reduced hours,
nation with the Revised Handbook for Analyzing graded return, modification of duties, using a
Jobs (US Department of Labor 1991). support worker
A Functional Capacity Evaluation (FCE) is an n Work hardening
all-encompassing term to describe the physical n Equipment, ergonomic/environmental adaptations
assessment of an individuals ability to perform work- and orthotics
related activity (American Occupational Therapy n Education impact of disease on work, prognosis,
Association 2008). Work samples such as the VALPAR work abilities, legislation DDA health and safety
Work Samples (Valpar International Corporation n Liaison with government and local employment
2007b) are criterion referenced standardized work schemes such as Pathways to Work Condition
simulated assessments which are analysed using the management programmes
methods time management (MTM) industrial per- n Advice on Retraining or gaining educational
formance standards. A worksite assessment is valu- qualifications
able for environmental, ergonomic and job demands n Reports with recommendations for employers,
assessment and to gain an impression of psychosocial employment advisors, insurance companies
and interpersonal issues at work. Evaluating employ- n Expert witness for tribunals
ment interventions is essential to ensure ongoing n Advocacy liaison with colleagues employers,
work stability. Once a person leaves employment it is employment advisors, etc
much more difficult for them to reenter it. n Self-advocacy training /modeling/ job coaching
n Post-work counselling.
Interventions: the evidence
There has been little high quality research carried out ocational counseling and guidance, and education
v
demonstrating the positive effects of occupational and self-advocacy.
therapy alone in improving work outcomes in rheu- De Buck et al (2004) conducted a RCT evaluating
matic diseases. A small RCT (n28) by Macedo et patient and occupational physician satisfaction with
al (2007) found that, at 6-month follow-up, compre- a multidisciplinary job retention vocational reha-
hensive occupational therapy significantly improved bilitation programme for patients with rheumatic
functional ability, pain, work satisfaction and reduced diseases. The team included an occupational thera-
work instability in rheumatoid arthritis, although pist. The individualized programme addressed job
there were no differences in number of days work accommodation issues, promotion of self-efficacy,
missed or work performance. changes in medication, exercise, functional train-
A systematic review of vocational rehabilita- ing and psychological interventions. Patients were
tion carried by de Buck et al (2002) identified six most satisfied with the interpersonal approach and
multidisciplinary rehabilitation programs, five of knowledge gained and least satisfied with wait-
which showed a marked positive effect of work ing times for the final work report and application
rehabilitation on work status (work disability, sick of advice. Unfortunately, the programme did not
leave, job modification, paid occupation, retrain- impact on work status.
ing). Proof of benefit was limited due to limitations The extent of work rehabilitation needed var-
and differences in methodologies and none were ies considerably between patients. Verbal or writ-
randomized controlled trials. Allaire et al (2003) ten advice may be all that is required. For example,
carried out a randomized controlled trial (RCT) explaining employees and employers rights and
demonstrating that people receiving vocational responsibilities under the Disability Discrimination
rehabilitation stayed in work longer compared to Act (1995), issuing a copy of the Working Horizons
the control group receiving written advice only. The booklets (Arthritis Care 2006) or I want to work:
intervention was delivered by experienced rehabili- guide for people with arthritis/employers (NRAS
tation counselors. It consisted of two 1.5-hour ses- 2007). More complex interventions may be required
sions with three components: job accommodation, and these are described in Box 9.4.
132 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Study activities
1. Develop your understanding of peoples experience of n Do some market research. Find as many examples
living with rheumatoid arthritis. of the product as possible on the internet, in
n Visit the rheumatoid arthritis section of magazines and shops and compare features such
healthtalkonline (www.healthtalkonline.org) as shape, size, weight, ease of use, portability,
and listen to the views and experiences which controls. Also have a look at some of the sites
are being shared in this resource. A great deal highlighted in this chapter and find examples of
of valuable information is provided on this site assistive technologies which may be easier to use.
but listen specifically to the sections relating Summarise your findings and thinking about the
to occupational therapy, work, parenting and needs of a person with arthritis to identify the
childcare and personal life and changes at home. product which you feel would be the easiest for
2. Develop your understanding of how the design of them to use and justify your choice.
products can influence the ease with which they can 3. Developing your understanding of the impact of RA
be used. on employment
n Think about some of the products that you use n Visit the NRAS website (www.rheumatoid.org.uk)
in your daily life and find difficult to use. Choose and read the two publications: I want to work
one which would also be used by a person with a self help guide for people with rheumatoid
arthritis and think about: arthritis and When an employee has rheumatoid
n Why is it difficult to use? arthritis - a guide for employers.
n How could be it made easier to use?
Useful websites
Research Institute for Consumer Affairs (Ricability) Disabled Parents Network
www.ricability.org.uk http://www.disabledparentsnetwork.org.uk
Arthritis Care Disabled Living Foundation
http://www.arthritiscare.org.uk www.dlf.org.uk
National Rheumatoid Arthritis Society Assist UK
http://www.rheumatoid.org.uk www.assist-uk.org.
The Arthritis Research Campaign (arc)
http://www.arc.org.uk
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137
Chapter 10
sustained grips at the MCPs (reducing MCP ulnar l Reduce effort to do tasks (e.g. use a gadget)
forces); lifting heavy objects and sustained wrist l Change how you move: keep wrists up, fingers
radial positioning (reducing wrist volar and radial straighter and looser grip when working.
forces); and tight, prolonged key, tripod and pinch Joint protection principles are reviewed in Palmer
grips (reducing volar and ulnar forces on the MCP and Simons (1991).
and IP joints).
In the early stages, many with RA are all too
aware of hand function problems: dropping items, Joint protection strategies
weaker grip, reduced dexterity and frustration
from activities taking longer and being more pain- Joint protection is the application of ergonomics to
ful. However, early signs of RA can be subtle (see everyday activities, work and leisure. Many peo-
Fig. 10.1). Whilst swelling may be noticeable, many ple find ways of reducing pain and fatigue in daily
do not notice a more prominent ulnar styloid, slight activities through trial and error, but this takes time.
wrist radial deviation and 5th MCP ulnar devia- Joint protection and energy conservation educa-
tion, early correctable finger deformities, nor grad- tion should apply a systematic approach to chang-
ual loss of movement. In early RA average losses ing habits, finding new solutions and speeding up
are 20 wrist extension, 30 wrist flexion, 15 MCP change. Strategies include:
flexion and only 40% of normal power and pinch
grip strength (Hammond et al 2000). A third can
develop hand deformities by two years (Eberhardt Box 10.1 Joint protection and energy
et al 1990). This suggests joint protection and hand conservation principles
exercises should be provided early and effectively Joint protection
to limit decline (Fig. 16.4 Ch 16).
n Respect pain: use this as a signal to change
activities
Joint protection principles n Distribute load over several joints
Principles taught are shown in Box 10.1 and in n Reduce the force and effort required to perform
Chapter 16 (Box 16.4). Focus on priority messages activities by altering working methods, using
in plain English. For example, for the hands: assistive devices and reducing the weight of objects
n Use each joint in its most stable anatomic or
l Spread the load of what you lift (e.g. use two
hands) functional plane
n Avoid positions of deformity and forces in their
l Use stronger, larger joints
direction
n Use the strongest, largest joint available for the job
n Avoid staying in one position for too long
n Avoid gripping too tightly
n Avoid adopting poor body positioning, posture and
using poor moving and handling techniques
n Maintain muscle strength and range of movement.
Energy conservation
n Pace activities by balancing rest and activity,
alternating heavy and light tasks and performing
activities more slowly
n Use work simplification methods, e.g. planning
ahead, prioritising, using labour saving gadgets and
delegating to others when necessary
n Avoid activities that cannot be stopped immediately
Figure 10.1 The hand in early rheumatoid arthritis showing
swelling of the metacarpophalangeal joints and proximal if it proves beyond the persons ability
interphalangeal joints. With permission from: Goldenburg DL n Modify the environment to suit ergonomic/joint
Respecting pain
Using aches and pains as a prompt to changing
activities.
Restructuring activities
E.g. reordering task sequences within these, elimi-
nating unnecessary steps to increase efficiency.
Figure 10.2 Carrying a kettle with two hands distributing Figure 10.5 Holding a mug with two hands distributing load,
load, reducing metacarpophalangeal joint deviation. avoiding metacarpophalangeal joint deviation.
Chapter 10 Joint protection and fatigue management 141
busy. Explain rest recharges the batteries to keep Or as a final solution, can someone else help?
going for longer. Recommend: regular short rest Offering to reciprocate doing another activity or
breaks, e.g. 35 minutes every 3045 minutes sit- function for that person helps reduce the feelings of
ting and relaxing joints; and/or microbreaks, i.e. obligation or dependency.
30 seconds every 510 minutes stretching and relax-
ing those joints and muscles being most used. Many Problem solving
express concerns that taking rests is seen as slack- Teach task analysis; select an activity identified as
ing by managers at work, so microbreaks can be problematic by the person; review each task in turn
more achievable. Rest strategies are recommended to identify if a change is beneficial or necessary;
to all workers by the Health and Safety Executive identify a range of possible solutions or alternative
(2005) to reduce injury as they allow muscle recov- methods for each task; try these; determine which
ery time. Developing habits is helped by e.g. works best; then practice.
setting a kitchen timer or mobile phone to ring/
vibrate every 30 minutes; screen prompts every
Sleep hygiene
510 minutes for microbreaks.
A sleep diary can be helpful (see Useful Websites).
Balancing activities Solutions depend on the problems and can include:
Alternating heavy, medium and light activities using more supportive mattresses and pillows; estab-
during the day and week. Many do too much on lishing a regular bedtime and evening routine, e.g.
good days and suffer the consequences several relaxation, soothing music, warm bath or shower,
days after (the boom and bust cycle). Breaking gentle exercise; avoiding stimulants 23 hours before
this habit requires attitudinal change. Many fear bedtime (tea, coffee, caffeinated soft drinks, alco-
that, if they dont get things done, they wont meet hol, smoking); reducing stimuli in the bedroom, e.g.
work demands and family/home responsibilities. avoiding television and computer use, turning clock
Activity diaries are useful in helping people iden- faces away, black-out curtains, muted colour schemes.
tify and evaluate activity patterns (see Arthritis
Research Campaign (2007) for an example).
Cognitive interventions
Positioning Evaluate potential common psychosocial causes of
l Avoiding prolonged sitting and standing, change fatigue: loss of valued activities, poor self-efficacy,
position regularly, taking a short stretch. anxiety and problematic social support (Katz &
l Maintain efficient posture during activity, e.g. Yelin 1995, Lorish et al 1991, Riemsma et al 1998,
avoid sitting with the head poked forward Wolfe et al 1996). Cognitive approaches used by
whilst reading or working at a desk. Book OTs include: stress management (including man-
stands, writing slopes and document holders aging automatic negative thinking, relaxation);
assist. Keep the back straighter using supportive mindfulness therapy; goal-setting to increase val-
seating, e.g. ergonomic office chairs. Poor ued activity engagement (e.g. paid/unpaid work,
posture and positioning use more energy, leisure, social activities); assertiveness and commu-
increasing fatigue and pain, than correct posture. nication training; liaising with family and carers.
Developing habits can be helped by the red dot Stress and pain management can help improve self-
method, i.e. placing a red sticky dot at work/ efficacy, coping and perceptions of control (Rhee et
activity areas and associate seeing this with al 2002) and referral for individually tailored cogni-
aligning posture and a microbreak. tive-behavioural therapy is beneficial for those with
l Analyse body positions during activities to more severe problems (Evers et al 2002).
identify more efficient movements and positions.
Physical interventions
Planning
This includes using work simplification strategies. Regular physical activity and exercise reduce
Can tasks be organised more efficiently? Can storage aches, pain and fatigue and improve sleep qual-
areas be more organised at home and work? Can ity. Evaluate current level of physical activity and
certain tasks be avoided or eliminated, performed discuss benefits of and overcoming barriers to
using different equipment, methods, or less often. exercise (see Ch. 7). Recommend simple walking
Chapter 10 Joint protection and fatigue management 143
Medical interventions
Good pain control can significantly reduce fatigue
(Pollard et al 2006). Encourage taking analgaesia and Reducing
prescribed medication effectively (see Ch. 15). Whilst pain and fatigue
providing specific medication advice is outside the
professional competency of most therapists, explain Joint Fatigue
the benefits of medication, mode of action and that protection management
timing or dosage may be improved. Recommend
discussing medication with the rheumatology nurse Figure 10.8 Joint protection, exercise and fatigue.
(via the Rheumatology departments telephone
advice line) or at their next Consultant, GP or rheu- protection principles (Box 10.1) include main-
matology nurse appointment. taining muscle strength and range of movement.
Maintenance hand exercise programmes should be
What joint protection and fatigue easily integrated into normal daily routine, and help
management are not maintain all hand grips, combining strengthening
and stretching (Hammond 2004, Hoenig et al 1993,
Joint protection is often misperceived as mean- OBrien et al 2006). Strengthening hand muscles
ing stopping activities, keeping joints immobile aids joint stability by compensating for ligamentous
and excess rest. It can be seen as giving in. Many laxity. Keep the number of exercises to a minimum
find it confusing that the OT tells people to pro- to ensure they can be achieved but ensure plenty of
tect joints (incorrectly perceived as limiting move- repetition. Lengthy, complex, hand exercise regi-
ment and activity) whilst the physiotherapist tells mens are unlikely to be followed long-term. A sim-
them to exercise as much as possible (incorrectly ple home programme is described in Box 10.3.
perceived as meaning all types of exercise causing
pain and strain). These seem opposing messages.
Rheumatology OTs and physiotherapists must How is joint protection and
give similar explanations to ensure patients are not fatigue management education
confused. Emphasise looking after joints means commonly provided?
adapting activities and movements and reducing
strain or force on joints. Exercise means being more Education averages 1.5 hours over two appoint-
physically active as well as stretching, strengthen- ments but is often less due to time constraints.
ing and low-impact aerobic exercises. Exercise also Usual content is: education about the condition;
applies joint protection principles, e.g. avoiding how joints are affected by it; joint protection prin-
twisting (torque) forces or excess shock (e.g. high ciples; demonstrations with short (e.g. 1530 min-
impact aerobics, wearing thin soled shoes whilst utes) practice of common joint protection methods,
walking) and helps support joints so they are bet- e.g. making a cup of tea, rising from a chair; and
ter able to tolerate forces that cannot be reduced. discussing solutions to individuals problems, sup-
Fatigue management increases energy to be more ported by a self-help booklet (Hammond 1997). In
physically active and do more enjoyable things in general, behavioural approaches are not used. This
life. The combined benefits of all three help a more is still usual practice but is it effective?
meaningful life to be lived (see Fig. 10.8).
Evidence for joint protection and
energy conservation effectiveness
Hand exercises
Usual joint protection education
Joint protection and fatigue management are
normally provided alongside a) assessment for Barry et al (1994) evaluated in a randomized con-
splints (see Ch. 12) and b) hand exercises, as joint trolled trial (RCT) 1 hour of individual education,
144 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Teaching joint protection and Do they want to reduce these causes? Explain joint
fatigue management protection and fatigue management are proven
effective and discuss the benefits (pros) that can be
Facilitating behaviour change gained (i.e. reduced pain and fatigue, staying inde-
pendent, better function, less frustration, actively
Many attempts to change behaviour by making a change helping manage symptoms, better physical and psy-
in knowledge (traditional handouts, demonstration, chological wellbeing). Allow time for the person to
discussions) have been largely unsuccessful. Using discuss their cons (e.g. concerns about negative self-
cognitive, behavioural and learning theories to develop image, embarrassment, not wanting to use assistive
teaching programmes have been effective. devices, wanting to remain as they are, not wanting
(Cordery & Rocchi 1998) to take the time to change, concerns joint protection
is slower and more difficult) (Niedermann et al,
Groups provide a powerful modelling force 2009a, in review). If they have no pain or difficulties
for enabling joint protection behaviour change, currently, joint protection is not relevant and they
enhancing self-efficacy (see Ch. 6) and increas- are unlikely to shift from precontemplation. Explain
ing problem-solving activity with others facing the education available, provide written informa-
similar difficulties. Group education can be more tion and discharge. Education too early is unlikely
cost-effective. Treating six patients individually for to be sufficiently recalled when applicable later so
2 hours each (i.e. an ineffective level of education) ensure mechanisms are in place for people to self-
takes 12 hours. Treating six patients in a group joint refer (Hammond 2004).
protection programme (e.g. Hammond & Freeman If they do have pain or difficulties and seem to
2001, Hammond et al 2008) takes 12 hours and is be moving through the decisional balance stage into
proven effective. Therapists need to change services contemplation or preparation, then:
to deliver evidence-based practice.
l explain how joints can be affected in arthritis,
why forces on hands increase pain and hand
Integrating behavioural approaches deformities may develop
The self-management cognitive-behaviour therapy l examine their hands: Is there joint swelling?
approach is based on self-regulation and social Can they move wrists, fingers and thumbs
cognitive theory (Kanfer & Gaelick 1989). This fully? Ask them to identify problems. Point out
recommends four stages: creating a working rela- reduced wrist or finger extension/flexion, thumb
tionship; creating and maintaining the motivation web space or grip ability and likely functional
for change; developing and executing a behavioural consequences. Identify to them any deformities
change programme (including home programmes); developing. This helps the person reflect if joint
and providing support to promote change and protection is personally relevant and provides
prevent relapse. (For further details see Hammond motivation for change
2003). l try common everyday activities. Ask them to
explain the forces on their hands, e.g. lifting a
full jug kettle. Discuss the ulnar forces on the
Getting started - motivating for change and MCPs and internal compression from the wrist
initial explanations extensors/flexors and thumb flexors/adductors.
People must perceive joint protection and fatigue Trying two kettle designs (jug and traditional)
management are relevant now before they are likely helps people realise how object design influences
to change, i.e. to be in contemplation (Prochaska & forces
DiClemente 1992, Prochaska 2008, see Ch. 6). To l try an alternate method (see Fig. 10.2) and
help this attitudinal shift to contemplation, ask ask them to explain the difference in forces
whether activities people have to do, need to do felt. Several activities should be tried
and enjoy doing are affected by arthritis and the (Figs 10.3, 10.4)
causes (e.g. pain, fatigue, stiffness, frustration) l When people grasp the concept of altering forces
and concerns for the future. This helps focus on through altering movement patterns, get them
the impact of arthritis and thus on contemplat- problem solving how different ways of holding
ing the pros and cons of change (Prochaska 2008). objects or different object designs reduce forces
146 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
l Home programmes help increase commitment sessions, at least three further sessions as fewer are
to change. The first home programme ineffective (Hammond & Freeman 2001).
should focus on further enabling the shift to
contemplation and preparation. It can include Promoting change practise, goal setting
watching using their hands during common and home programmes
activities (e.g. making a hot drink). Self-
monitoring encourages awareness of movement During practical training, apply the educational
patterns, aches and pains during activity and and skills training approaches described in Chapter
aids reflection on whether joint protection is 6. Everyday movement patterns are automatic
personally relevant and the benefits are movements using open-loop motor control, i.e.
worth gaining. Supportive material is the pre-programmed, often from childhood. Change
booklet Looking after your joints when you requires shifting to closed-loop motor control
have arthritis (Arthritis Research whilst learning new movement patterns. Start with
Campaign 2007). part-blocked practice, i.e. single tasks repetitively
performed. This can be an early home programme
At the next session, discuss their attitudes to activity. Each week practice with progressively more
joint protection and ask if they are ready to commit complex activities, e.g. a hot drink, then snack meal
to education. Have the pros now outweighed the then a full meal. If performance errors are noted
cons for them? (Niedermann et al 2009a, in review). delay feedback initially (e.g. 3 seconds) to enable
Learning facts is easy, but changing habits is harder. the person to identify and problem solve their own
To shift from preparation to action, recommend errors. Teach mental rehearsal to improve skills and
attending a group joint protection programme practice opportunities. Further details on motor
(e.g. the Looking After your Joints Programme) learning can be found in Ezekiel et al 2000, Lehto
(Hammond & Freeman 2001) or if, individual et al 2000, Marley et al 2000 and Wishart et al 2000.
The Plan:
1. Practise the range of movement hand exercises three times each for 3 days.
2. Use the joint protection methods making a hot drink five times.
3. Imagine using the hot drink joint protection methods three times.
4. Listen to relaxing music tape before bedtime on three evenings.
0 1 2 3 4 5 6 7 8 9 10
(not at all sure) (totally sure)
Study activities
1. Try the hand exercise programme (see Box 10.3). (You n Write an action plan to practise alternate methods.
will need to buy a pot of Play-doh). n Reflect: how easy or difficult is it to change
n Write an action plan to do these everyday for a habitual, automatic behaviour patterns?
week. Keep an exercise diary. n How much practice do you need to establish new
n What is the best way to do these and integrate habits?
them into your daily routine? 3. Read the arc booklet: Looking after your joints when
n Identify what muscles are exercised in each. you have arthritis (available from www.arc.org.uk).
2. Observe how you use your hands during activities at n Complete an activity diary for 2 days over the next
work/study and home (e.g. making a hot drink; using week.
a computer; ironing). n What is your balance of activity/rest?
n Conduct a task analysis of two activities n Did you feel tired? Could you apply fatigue
identifying the separate components and management strategies to increase efficiency? If
movements used for each task. so, set goals in your action plan to make changes.
n Apply joint protection and energy conservation n Reflect: how easy or difficult was it to make
principles to problem-solve alternate performance changes?
methods.
Useful websites
Joint protection and fatigue Hand exercises
http://www.arthritis.org/preventing-arthritis-pain. http://www.mayoclinic.com/health/arthritis/
php/ (accessed March 2009). AR00030/ (accessed March 2009).
www.arthritis.ca
Tips for Living Well section: joint protection and fatigue Walking plan
management ideas accessed March 2009 http://www.arthritistoday.org/fitness/walking/tips-and-
www.arc.org.uk strategies/walking-plan.php/ (accessed March 2009).
Arthritis information for patients: booklets on Looking
after your joints when you have arthritis, Gardening Sleep information and diary
with arthritis, Fatigue and arthritis accessed March http://www.patient.co.uk/leaflets/sleep_diary.htm/
2009. (accessed March 2009).
http://campus.dyc.edu/arthritis/homepage.htm/ http://www.iboro.ac.uk/departments/hu/groups/csru/
(accessed March 2009). pdf/Daily%20Sleep%DiaryHygiene.pdf/ (accessed
http://osteoarthritis.about.com/od/joint/protection/Joint_ March 2009).
Protection.htm/ (accessed March 2009).
http://www.mayoclinic.com/health/joint-protection/
AR00027/ (accessed March 2009).
Barry, M.A., Purser, J., Hazleman, R., rheumatoid arthritis. Am. J. Occup. behavioural joint protection
et al., 1994. Effect of energy Ther. 41 (2), 102111. programme for people with
conservation and joint protection Hammond, A., 1997. Joint protection rheumatoid arthritis. Patient Educ.
education in rheumatoid arthritis. education: what are we doing?. Br. Couns. 37, 1932.
Br. J. Rheumatol. 33, 11711174. J. Occup. Ther. 60 (9), 401406. Health and Safety Executive, 2005.
Brattstrom, M., 1987. Joint Protection Hammond, A., 2003. Patient education Aching arms (or RSI) in small
and Rehabilitation in Chronic in arthritis: helping people change. businesses: is ill health due to
Rheumatic Diseases, third ed.. Musculoskeletal Care 1 (2), 8497. upper limb disorders a problem
Wolfe Medical, London. Hammond, A., 2004. What is the role in your workplace? http://www.
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1984. Joint protection. Clin. Rheum. Sambrook, P., March, L. (Eds.), How (accessed 10.3.09.).
Dis 10 (3), 727743. to Manage Chronic Musculoskeletal Heiburg, T., Kvien, T., 2002. Preferences
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151
Chapter 11
Gareth J. Treharne BSc (Hons) PhD University of Otago, Dunedin, Aotearoa/New Zealand Dudley, UK
Key points
CHAPTER CONTENTS
n The theories, research and professional practice
approaches used by health psychologists provide
Introduction 151
a rich basis for the development of practical
Stress and chronic illness 152 interventions for people with rheumatic disease that
Problem-focused coping 153 therapists can deliver
Emotion-focused coping 153 n There are many internet resources with information
Assessing stress 153 on health psychology, health and rheumatic disease
Understanding stressors 154 (see useful websites)
n Experiencing a rheumatic disease is a chronic stressor
Cognitive representations of illness 154 with psychological as well as physical impact.
Measuring illness perceptions 155 Understanding an individuals illness perceptions
Remodelling illness perceptions 155 might help the patient and their health professional
Defining mood disorders and assessing make treatment decisions that are most acceptable
mood 156 for both parties
n Group based and individualised cognitive-behavioural
Depression and anxiety 156
Depression 156 programmes may enhance both psychological and
Anxiety 156 physical outcomes of rheumatic disease.
Assessing depression and anxiety 157
Practical cognitive behavioural methods 157
Self-management programmes 158 Introduction
Cognitive-behavioural approaches 158
Cognitive approaches 158 In this chapter we will consider how physiothera-
Behavioural approaches 158 pists, occupational therapists, nurses and other allied
Cognitive therapy 158 health professionals benefit from understanding how
Evidence for CBT approaches in psychological interventions can be applied to people
rheumatology 159 with rheumatic disease. We will focus on cognitive-
behavioural therapy (CBT) approaches you might
Conclusion 159 consider applying and provide information about
Acknowledgements 159 assessments of stress, illness perceptions and mood
you can use in practice. The role of health psycholo-
gists in rheumatology was discussed in Chapter 1
and here we will also consider how they might add
breadth to multidisciplinary teams (MDTs).
This volume is timely given the changing empha- of how bad the outcome could be, how challenging it
sis within the healthcare system, both in the UK and is and how much control you have over the situation
internationally. Health professionals are encour- (Lazarus & Folkman 1984). The emotional, behav-
aged to promote self-care (or self-management) for ioural and physical reactions might include feeling
patients with long-term conditions (Department of worried, thinking about the perceived problem a lot,
Health 2006). We will outline studies demonstrating working longer hours to complete work and experi-
the application of psychological theory and practice encing physical symptoms of anxiety, such as butter-
to facilitating self-management by enhancing con- flies in the stomach (Lazarus & Folkman 1984).
cordance between patients and health professionals, Alternatively, you might view your courses or
building upon Chapter 5 (Biopsychosocial care) and tasks at work as exciting, challenging and feel elated
chapter 6 (Patient education and self-management). by the prospect. An individuals interpretation or
A recent meta-analytic review by Dixon et al (2007) perception of the stressful event and their response
identified that psychosocial interventions boost to it is the key element here. People experience differ-
active coping efforts people with arthritis engage ent events, or different elements of events, as stress-
in. These interventions improve anxiety, joint swell- ful or not based on their interpretation of the event.
ing, as well as depression, functional ability and How you think about a given situation influences
self-efficacy over pain. We will explain some of what you do. In reality, the experience of stress,
these concepts, like self-efficacy and coping in more and the ways in which we cope with it, is a process
detail (see also Chs 5 & 6). Finally, we provide some of interactions and adjustments in which we alter the
examples of practical tools to foster self-motivated impact of the stressful event or situation by making
behaviour change and improve outcomes of people adjustments in our behaviours, cognitions and emo-
with rheumatic diseases. tions (Lazarus & Folkman 1984, Fig. 11.1).
Chronic illnesses, like the rheumatic diseases,
can be conceived as stressful events at both a physi-
Stress and chronic illness cal and psychosocial level. They lead to coping
The idea of effective coping is related to how much Box 11.1 Frequently asked question: what is
stress the person feels under. So we need to define stress?
these concepts and consider the theoretical back-
ground they arise from (Box 11.1). In the language of the modern day we use the words
Stress is normal. Most of us say we feel stressed stress or stressed to explain a feeling or emotion
sometimes. You may find studying or elements of usually arising from a particular event or situation.
your job stressful, i.e. you perceive these stimuli We say we feel stressed when we perceive that
or events as stressors. Lazarus & Folkman (1984) the demands of a situation outweigh the perceived
described how our reactions to such stressors include resources that we have to meet it (Lazarus & Folkman
cognitions, emotions, behaviours and physiological 1984). The key word here is perceived.
changes. Cognitions are thoughts, such as the threat
Figure 11.1 A model of the process of coping with stress (after Lazarus & Folkman 1984).
Chapter 11 Applying psychological interventions in rheumatic disease 153
responses from early onset (Treharne et al 2004), their selected partnerships (Department of Health
which are revised and adjusted throughout the 2006). Standards of care have been published by the
disease course. This is a specific application of the Arthritis and Musculoskeletal Alliance (ARMA) in
stress-appraisal-coping model. People constantly the UK for a variety of rheumatic diseases, including
appraise their coping responses for their usefulness, back pain, connective tissue diseases, inflamma-
make adjustments and re-appraise the situation as tory arthritis and osteoarthritis (http://www.arma.
necessary (Lazarus & Folkman 1984). net.uk). ARMA proposed self-management training
The concept of coping was introduced in Chap should be available for individuals with rheu-
ter 5. Coping involves a process of managing the matic disease at any stage of their illness: via the
emotional and physical demands of the stressful Challenging Arthritis programme run by the char-
situation. Although coping responses used may not ity Arthritis Care (see Barlow et al 1998): the generic
actually solve the problem or alter the demands of Expert Patient Programmes, now available through-
the situation per se, they may enable the individual out the UK within NHS primary care trusts (see
to alter their perception of the situation and recon- Expert Patients Programme 2009); and health pro-
struct their thinking in more positive terms. Coping fessional led self management programmes. Many
responses can act in two ways to reduce psycholog- people will be happy to seek information and learn
ical stress (Lazarus & Folkman 1984): self-management strategies through group-based
interventions, but not all are able to or comfortable
with such courses (Hale et al 2006b). Ongoing indi-
Problem-focused coping
vidualised treatment plans by the multidisciplinary
The individual acts to alter the problem causing the team are still required.
stress. This is employed when a person believes that
the situation is changeable and they have, or can get,
Assessing stress
the resources to help them. These beliefs can easily
be facilitated by a therapist offering practical inter- Assessing causes of stress may form an important
ventions and psychological support enhancing active part of your baseline assessment, particularly if you
problem-focused coping strategies, such as mak- provide relaxation therapy or other stress manage-
ing a plan of action and following it. Such coping ment interventions. Initially, psychologists assessed
strategies are associated with better psychological stress in terms of the impact of certain life events
outcomes and less depression among people with (Holmes & Rahe 1967). The death of a spouse or
rheumatic disease (Hampson et al 1996, Treharne close family member was deemed more severe in
et al 2007a, Zautra & Manne 1992). impact than holidays, a notable stressor. The number
of stressful life events, particularly recent ones, is
linked to health status and onset of health problems
Emotion-focused coping
(Holmes & Rahe 1967).
The individual acts to cope with the emotional effects More recently, assessment has focused on impact
of a problem. Often people engage in this type of of daily hassles, i.e. acute events having a direct
coping when they believe they cannot alter the stres- daily impact (Kanner et al 1981), particularly for
sor or have insufficient resources to cope with the people with chronic illnesses like RA (Treharne et
problem (Lazarus & Folkman 1984). These strate- al 2002, Turner Cobb et al 1998). When these events
gies often involve avoidance, which can be active become long-term (e.g. daily difficulties at work
in nature, such as keeping busy with some other due to hand problems; frequent tense exchanges
task, or passive in nature, such as social withdrawal. with a relative due to their limited understanding
Emotion-focused coping does not always involve of the impact of rheumatic disease), the stressor
avoidant behaviour, for example trying to see the becomes chronic. The impact of daily hassles can
positive side of the situation is an active emotion- possibly be worse than some of the major life events
focused strategy (Treharne et al 2007a). mentioned (Pillow et al 1996).
In the UK, facilitating coping strategies is becom- Global assessments of stress levels can also be
ing increasingly relevant as the government places used without addressing the specific event causing
further onus upon individuals to take responsibility the stress. For example, the Perceived Stress Scale
for their own health and well-being, supported in full (Cohen et al 1983) is a short measure of whether an
by multidisciplinary services within the NHS and individual is failing to cope with their perceived
154 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
stress. This has been applied in several rheumatic situation or event. People form guides about what
disease studies. Scores predict worsening of anxiety is expected in specific contexts, such as how to
over one year (measured using the Hospital Anxiety behave in a restaurant or lecture (e.g. not to throw
and Depression Scale; Zigmond & Snaith 1983) food). These guides, called schemas, incorporate
among people with rheumatoid arthritis (Treharne the norms and values appropriate to our society.
et al 2007a). However, people have individual beliefs and expe-
Assessing potentially stressful events in your riences that underpin the subtleties of their personal
patients daily life can include the frequency, per- schemas (Greenberger & Padesky 1995).
ceived impact and severity of the stressor for that Some well known illnesses have clear schemas,
individual. This can be measured with objective with labels attached to them, that people consider
instruments, such as the Daily Stress Inventory when searching for an explanation for a group of
(Brantley et al 1987). Alternatively, you can ask the symptoms being experienced, for example influ-
patient to keep a simple daily diary of events and enza (Bishop 1991). However, illnesses presenting
their responses (behaviours and moods) to help you with an array of rare, complex, variable and confus-
design a tailored intervention to help them meet ing symptoms are less easily interpreted. Individuals
goals for improvement they set. Such diaries can be turn to other lay means of sense-making, for
structured to cover various aspects of daily life (e.g. example, asking a relative or friend with a similar
going shopping; when splints are used) in as much experience (Hale et al 2007). When it becomes nec-
or as little detail as required. These do not have to essary or apparent that formal medical assistance
meet psychometric standards necessary for research is required, diagnosis is not quick and the process
if being used as a clinical tool for information gath- may involve numerous tests and uncertainties. This
ering, enabling the person to reflect on what they can be common in rheumatic diseases, especially
are experiencing on a day-to-day (or hour-by-hour) systemic lupus erythematosus (Hale et al 2006a),
basis. RA and fibromyalgia. This procedure contributes
to the formation of patients beliefs, attitudes and
uncertainties and subsequently updates their illness
Understanding stressors
schemas (see Ch. 5). Leventhal and colleagues laid
Common long-term daily stressors include frus- much of the groundwork for our understanding of
tration with daily activities, living with pain and illness perceptions (Nerenz & Leventhal 1983, see
fatigue and potentially limited understanding of Leventhal et al 2003).
family and friends. People with such long-term Different types of information influence different
daily stressors may experience psychological and responses to perceived threats to health and well-
social changes that may be difficult to understand being. Leventhal and colleagues explored what
and accept (Katz & Neugebauer 2001). Health pro- adaptations and coping efforts need to be made and
fessionals need to respond to patient needs (which maintained in people experiencing chronic illness.
may not always be clearly articulated) and apply a They proposed an adaptive system model in which
range of approaches and models of self-care sup- illness representations guide coping responses and
port. These approaches can be individual or group performance of action plans followed by moni-
based. In order to target educational and therapeu- toring of the success or failure of coping efforts
tic approaches appropriately we need to understand (Nerenz & Leventhal 1983). The model has simi-
individual beliefs and capabilities, what knowledge larities with other problem-solving behaviour
patients have about their condition, the degree to theories, such as the transactional model of stress
which they have accepted their condition, their atti- and coping described earlier (Fig. 11.1), wherein
tude, confidence and determination to achieve a chronic illness is conceptualised as the stressful
progressive positive outcome (see Ch. 6). experience (Lazarus & Folkman 1984). Leventhal
and colleagues described parallel thinking about
the illness danger (e.g. What are these pains I keep
Cognitive representations of getting, is there anything I can do about them?)
illness and emotional control (e.g. I am upset as my doc-
tor said she cant cure it, what shall I do to make
As described earlier, cognitions are thought proc- myself feel better about it?) (Nerenz & Leventhal
esses a person goes through to make sense of any 1983).
Chapter 11 Applying psychological interventions in rheumatic disease 155
perceptions that treatment could control their lupus period. In addition to this, the individual should
but not in perceptions they could control their own have four or more of the following associated
illness. Despite this, there were decreases in per- problems:
ceived stress, feelings of helplessness and self-critical l change in appetite or weight
thinking after the intervention, demonstrating how l hypersomnia or insomnia (especially waking
the vicious circle of thoughts and behaviours can be early)
broken (see Study activity 11.2).
l restlessness or feeling slowed down
Other group-based intervention studies have
l fatigue or loss of energy
delivered patient education accessing patients illness
perceptions as part of the educative process. Brown l guilt and feelings of worthlessness
et al (2004) described the benefits patients obtained l inability to concentrate or indecisiveness
from the groups Focus on Lupus and Focus on l suicidal ideation.
Scleroderma using qualitative analysis, providing (American Psychiatric Association 2000)
depth to understanding the process. Patients reported There is some potential overlap with the effects of
feeling more in control, although people with lupus fatigue and disability from rheumatic disease, but the
had a more positive collective response. criterion of feeling slowed down is meant as a cog-
nitive rather than physical problem. Frank et al (1988)
applied an earlier version of these criteria to a sample
Defining mood disorders and of people with rheumatoid arthritis using structured
assessing mood clinical interviewing finding the prevalence of major
depression was 17%. A recent meta-analysis has con-
Psychological outcome measures are outlined in firmed depression is more common in RA than the
Chapter 4. It is important to identify whether mood general population (Dickens et al 2002).
states meet diagnostic criteria for psychiatric condi- A less intense but prolonged version of depression
tions before planning ways to help improve mood, is called dysthymic disorder or minor depression. This
as some may need mental health services. It is also is classified by the American Psychiatric Association
important to monitor ongoing daily mood of the (2000) as depressed mood most of the day, more days
individual, and go beyond retrospective measures than not for at least two years, and is probably the
(e.g. the Hospital Anxiety and Depression Scale, most common type of depressed mood you will come
Zigmond & Snaith 1983). across in your clinical practice (Frank et al 1988).
Assessing depression and and anxiety (versus calmness) but, as with assess-
anxiety ments of stress, a diary system for recording aspects
of mood can be used. Alternatively, two screening
Muscle tension may also be experienced in rheumatic questions can be used (Arroll et al 2003):
disease (Treharne et al 2007b). It is also clear that
(major) depression and (generalised) anxiety over- l During the past month have you often been
lap in their listed symptoms and associated thought bothered by feeling down, depressed, or
processes. The forthcoming revision to the American hopeless?
Psychiatric Associations criteria, due for publication l During the past month have you often been
in 2010, should clarify differences further (Kupfer bothered by little interest or pleasure in doing
et al 2002). Fortunately, both conditions are tackled things?
by similar psychological therapies (Greenberger & The responses help you direct your therapeu-
Padesky 1995) and drug treatments (Joint Formulary tic skills to one or both of these issues (see below),
Committee 2009). or the basis for referral to local psychological
Given the problems with accuracy of retrospective services.
recall of psychological processes (Stone et al 1998),
the criteria for depression and anxiety ideally require
some form of daily mood assessment. Electronic Practical cognitive behavioural
completion of questionnaires is ideal given the ease methods
of viewing questions and answer choices on-screen,
saving on paper consumption and data entry time, So far we have examined how illness might be per-
whilst maintaining replicability of the meaning of ceived as stressful, and how patients symptoms,
questions (e.g. Wilson et al 2002, see Fig. 11.2). cognitions (i.e. thoughts), moods and behaviours
Two classic measures of mood are the Positive combine to determine their coping responses.
and Negative Affect Schedule (Watson et al 1988, Appraisals of coping style and the effectiveness
see also Crawford & Henry 2004, for normative of that response guide further coping efforts. This
data) and the bipolar Profile of Mood States (Lorr & applies to all of us in everyday life as well as to
McNair 1982, see also Treharne et al 2001, 2002, people with chronic illnesses. Many people find
for applications of relevant subscales). Both these coping with the physical and the psychosocial
questionnaires assess depression (versus elation) effects of their disease difficult and may experience
periods of depression and/or anxiety, which are
troublesome even if they do not reach the formal
criteria for a mood disorder (Lewinsohn et al 2000).
This can occur at the initial stages of their disease
journey (Treharne et al 2004), or any time particu-
larly, during a flare or after a psychosocial loss
like employment, a valued leisure activity or role
within the home (Katz & Neugebauer 2001). It may
also relate to any life event, such as a bereavement
or moving house (Holmes & Rahe 1967). These
kind of events (measured using inventories) relate
to depression among people with RA (Turner Cobb
et al 1998).
When coping becomes difficult, it is useful to
understand what an individual believes about
his or her disease and the likely impact of the dis-
ease. Understanding such thoughts and thought
processes, the behavioural consequences of those
thoughts and the physiological symptoms and reac-
tions to those thoughts will give greater insight into
those areas that might be hindering effective coping
Figure 11.2 Electronic administration of questionnaires. practices.
158 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
behaviour. This may be beyond the scope of your of disease and lower levels of social functioning,
practice, however, and it would be appropri- perceived support and network help). A selection
ate to work closely with the psychologist within of patient-preferred modules targeted, for example,
your multidisciplinary team (if you work within negative mood or fatigue. People were selected in
such a team and have access to a psychologist). the early stages of their disease. However, this was
Occupational therapists can pursue post-graduate defined as within 8 years from diagnosis. This could
training in cognitive-behavioural therapy (as either be too wide a definition, providing a group with very
short or long courses) and some essentials may be varied experiences. Depression, helplessness and
included in undergraduate courses. See Study activ- fatigue were significantly reduced post-treatment
ity 11.3 for details of an example case of a patient and 6 months later compared to the control group
with systemic lupus erythematosus who experi- who received routine care. Furthermore, at the 6-
enced psychosocial difficulties. month follow-up assessment perceived support,
active coping with stress and adherence to prescribed
medication had increased more in the CBT group
Evidence for CBT approaches in rheumatology
than the control group. Of course it is not known at
CBT approaches can involve a number of broad meth- this stage how individualised treatments compare
ods focusing on breaking the cycle of thoughts and to more generalised CBT treatments for all people
behaviours that may be perpetuating a psychological with rheumatoid arthritis or those not deemed at
problem (Sanders & Wills 2005). Several studies have risk, nor how or what treatment effects might be
tested CBT approaches in rheumatic diseases. Sharpe seen in those with long-standing disease. However,
et al (2001a, 2003) used the basis of the ASMP manual although randomised controlled trials are hard to
to deliver individually tailored one-to-one CBT ses- conduct, and inevitably still have limitations, the evi-
sions for people with rheumatoid arthritis. Reductions dence currently suggests that CBT can show benefit
in depressed mood were found immediately after for people with rheumatic disease, which are worth
treatment and 6 and 18 months later for participants applying in practice.
given the CBT intervention, whereas depressed mood
worsened over the same period for those given just
routine care (i.e. the control group). Swollen joint
counts also reduced over time for the participants
Conclusion
given CBT, more so than the control group. However,
Stress management, self-management programmes
the individuals in the CBT group made significantly
and using CBT approaches are all effective strategies
more coping efforts (over many strategies on an
in Rheumatology. These need to be an integral part
inventory where all efforts are summed) at the start of
of occupational and physiotherapists daily prac-
their study, therefore, the groups appeared unevenly
tice. Further training in CBT approaches and liaison
matched for motivation to start with. It is also hard to
with health and clinical psychologists to develop
convey a sense of what happened for individuals in
services is recommended.
the therapy sessions in a journal article. The additional
report by Sharpe et al (2001b) on a series of these cases
is more enlightening for select examples.
Another tailored CBT programme by Evers et al Acknowledgements
(2002) was developed for people with rheumatoid
arthritis designated at risk for psychological prob- We thank Prof. George Kitas and Mrs Yvonne
lems (i.e. characterised by higher levels of negative Norton MBE, Chair of Lupus West Midlands, for
mood and anxiety, more passive coping with pain their support. We are also grateful to Miss S for con-
and stress, greater helplessness and less acceptance senting to share her experiences.
160 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Study activities
1. Think about a multidisciplinary team you have 3. CASE STUDY: The impact of systemic lupus
encountered or are part of. Did/does it have access to erythematosus.
a psychologist or psychological services? If not, how Miss S is a 35-year-old single woman with a confirmed
does the team manage their patients psychological diagnosis of systemic lupus erythematosus. She frequently
issues? What suggestions would you make to improve experiences significant skin rashes and joint discomfort. She
this aspect of care? can no longer work as she experiences periods of severe
2. Search for a recent article describing any type fatigue and is often confined to the house which makes her
of psychological intervention for people with a feel isolated and depressed. Miss S had difficulty obtaining
rheumatic disease. (Use a database such as http:// a diagnosis at the onset of her disease and was hospitalised
www.pubmed.com or http://scholar.google.com. Use for depression at this time. She used to be a dynamic
search terms like cognitive behavioural therapy or out-going young woman, hard working and successful
relaxation training. Try adding other terms like knee in her career. Since her diagnosis she has had significant
or hand to find something more specific. Read how psychosocial losses to adjust to: loss of satisfying work and
authors allocated patients to the control group (if income forcing a house move; loss of social life and friends
they included one) and what this control group did and work colleagues; the prospect of losing a relationship
(or did not do). due to her continuing ill-health and appearance concerns.
n List some of the ethical considerations of group Miss S would like to be more physically active, less
allocation and the practical problems that can dependent upon her family and work with animals
arise. at some point in the future. She continues to find
n How important is this for how useful the evidence it difficult to come to terms with her disease and
is in practice? experiences depression and anxiety about the future.
n Would you recommend practitioners apply the Discuss with your colleagues or fellow students how
results as evidence on which to base practice? you would approach the varied aspects of this case. If
n What would you do differently if you did the study you work in a multidisciplinary team, how would your
yourself? colleagues from other disciplines approach these issues?
n How could you apply the intervention in everyday (For more details about this case, and other similar
practice? cases, see Hale et al 2006a.)
Useful websites
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victims of disease. Basic Appl. Soc. cognitive-behavioral therapy in March 2009. British National
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6174. Find a course. Online. Available: 6.9.09.
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Perception Questionnaire. J. SearchCourses/ Accessed 6.9.09. modes of stress measurement:
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Brown, S.J., Somerset, M.E., McCabe, et al., 1988. Depression in major life events. J. Behav. Med. 4
C.S., et al., 2004. The impact of rheumatoid arthritis. J. Rheumatol. (1), 139.
group education on participants 15 (6), 920925. Katz, P.P., Neugebauer, A., 2001. Does
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in lupus and scleroderma. et al., 2005. The application of the relationship between the
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207217. altering illness representations of valued activities and depressive
Cohen, S., Kamarck, T., Mermelstein, systemic lupus erythematosus. symptoms? Arthritis Care Res. 45
R., 1983. A global measure of Behav. Change 22 (3), 156171. (3), 263269.
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163
Chapter 12
Introduction
CHAPTER CONTENTS
Static hand orthotics have been used in rheuma-
Introduction 163 tology for many years (Rotstein, 1965). They are
Principles of action 163 recommended for helping individuals manage
Resting the joint and pain reduction 163 their arthritis (Scottish Intercollegiate Guidelines
Correctly position joints, minimise contractures Network 2002) and are a popular, commonly used
and deformities and increase joint stability 164 intervention (Henderson & McMillan 2002).
Improve hand function 164 Hand orthotics are used in rheumatology:
l to rest/ immobilise weakened joint structures
The wrist extension orthosis 164
and decrease local inflammation (Janssen et al
Metacarpal ulnar deviation orthoses 165 1990)
Static resting orthoses 165 l to decrease soft tissue and joint pain ( Callinan
& Mathiowetz 1996, Feinberg & Brandt 1981,
Finger swan neck orthoses 166
Kjeken et al 1995, Pagnotta et al 2005).
Thumb splints 166 l to correctly position joints (Nordenskild 1990,
Conclusion 167 Ouellette 1991)
l to minimise joint contractures (McClure et al 1994)
l to increase joint stability (Kjeken et al 1995)
l to improve hand function (Janssen et al, 1990,
Key points Nordenskild 1990, Pagnotta et al 1998, 2005)
l to contribute towards self-management
n The most robust evidence to support the use of
orthotics is for short-term pain relief. strategies in long-term disease management
n There is no evidence to indicate that static orthoses (Hammond 1998).
can prevent deformity from occurring nor correct
established deformity
n Individuals prefer to wear orthotics made from soft Principles of action
rather than rigid material
n Orthotics that immobilise joints may contribute Resting the joint and pain
towards a reduction in range of motion. Teaching a reduction
hand exercise programme should be considered when
providing these. During periods of acute synovitis, resting affected
n Evidence is still required to support the most joints in a biomechanically sound position may
appropriate design of orthotics, the most appropriate reduce joint friction and temperature. At a cellular
time to prescribe orthotics and the optimal length of level this may contribute to a reduction in the pro-
time to wear them. inflammatory chemical environment within the
joint (Hendiani et al 2003).
Correctly position joints, minimise lifting tasks in people without RA (Stegink- Jansen
contractures and deformities and et al 1997). This may serve to reduce potentially
increase joint stability deforming forces on the wrist and carpals.
When worn these orthosis can provide imme-
Static orthoses aim to support structures within the diate pain relief and significantly reduce pain on
wrist and hand that are vulnerable. The radio-carpal, functional use of the hand (Haskett et al 2004,
carpometacarpal joint (CMJ), metacarpophalangeal Kjeken et al 1995, Nordenskild, 1990, Pagnotta et al
(MCPJ) and proximal interphalangeal (PIPJ) joints 2005). Kjeken et als (1995) randomised controlled
and the thumb web space are key anatomical areas trial analysed splint wear versus non-splint wear
for consideration when splinting. Where inflamma- over 6 months (n69). There was no difference by
tion causes the potential for muscle imbalance, for group on pain, joint swelling, grip or hand motion.
example in swan neck and boutonnire deformities, However, the control group (n33) without splints
orthotics apply a counterbalance force to prevent showed statistically significant improvement in
or correct extensor tendons slipping across normal wrist range of motion that was not evident in the
joint fulcrums. splinted group. Both Kjeken et al (1995) and Sharma
et al (1991) comment that these wrist orthoses can
Improve hand function reduce wrist movement when worn over a number
of months and the effects of this should be consid-
By adding support to proximal joints, applying ered on provision.
counterbalanced force to deforming joints and In small-scale studies, elastic wrist orthoses have
improving biomechanical advantage splints have been shown to improve power grip strength for
the potential to improve hand function (Prosser & individuals with moderate to severe RA (Backman &
Conolly 2003). In particular improving support to Deitz 1988, Haskett et al 2004, Nordenskild 1990).
the wrist can improve grip strength and gross hand However, they have been reported in a small sam-
function (Nordenskild 1990). ple (n36) to transiently reduce grip strength
Hand orthotics have some biological and biome- when first worn and to offer no improvement in
chanical rationale for their use and action, however, grip strength (Stern et al 1996). Although both com-
evidence to support and clarify the clinical effec- mercially available and custom made splints have
tiveness of orthotics in rheumatology is still emerg- contributed towards improvements in pain and
ing (Adams et al 2005). This evidence is considered grip strength after four weeks wear in the most able
below in regard to five types of orthotics. male patients elastic orthoses can hinder maximum
grip strength (Sharma et al 1991).
Studies examining hand function have shown
The wrist extension orthosis that these orthoses are particularly task specific, i.e.
Figure 12.4 CMCJ short opponens type splint. Figure 12.5 CMCJ and distal radio carpal immobilisation
(long type) splint.
thermoplastic splints and patients prefer the soft also been supported by Berggren et als seven year
splints for daily and long-term use. The beneficial follow-up study (Berggren et al 2001). The provision
effects have been seen to be amplified with the soft of occupational therapy including aids and equip-
type of thumb splint (Weiss et al 2004). ment, joint protection advice and thumb splinting
Patients report preference for soft splints (Buurke reduced the number of individuals requiring thumb
et al 1999). In their cross-over study ten female joint surgery by 65% over a 7 year period (Berggren
patients were recruited and wore three types of et al 2001).
manufactured splints (supple elastic, elastic and Static thumb orthoses have been reported as
semi rigid material), over a period of 12 weeks. being effective in long-term relief of OA symp-
There was no difference in pain and pinch scores toms when used alongside a single corticosteroid
between the orthoses. injection (Day et al 2004). A single corticosteroid
Wajon and Adas (2005) randomised trial (n40) injection combined with 3 weeks static splinting
compared a short opponens type splint and a pinch produced long-term relief from the symptoms of
exercise regime with a thumb strap splint and an OA in stage I OA (n30 thumbs). Although indi-
abduction exercise regime over a 6 week period. viduals with later stage OA (stage IV) reported less
Comparison of change scores over the 6 week benefit, 40% of participants received symptomatic
follow-up assessments by a blinded assessor dem- improvement that was considered sufficient and
onstrated no difference in outcome by groups for sustained irrespective of their stage.
reported pain at rest, pinch grip strength and levels
of hand function.
Swigart et als retrospective study (1999) exam- Conclusion
ined the effects of thumb splinting on 130 thumbs
with varying stages of CMCJ osteoarthritis (OA). Static orthoses continue to be enthusiastically
Some patients received surgical intervention but endorsed by therapists (Henderson & McMillan
patients were excluded if they had been treated 2002). During an era when drug developments con-
with exercise or steroid injections. Long thumb tinue to assist with more effective control of disease
splints were reviewed after a maximum of 4 weeks activity and synovitis, continued research is needed
wear. In milder forms of OA, 76% of patients ben- into the most appropriate types of orthosis to rec-
efited from some symptomatic improvement and in ommend. The challenge is to provide objective evi-
more severe cases of OA, 54% benefited. These ben- dence as to whether the continued use of orthoses
efits were maintained over 6 months. is indicated for people with arthritis and if so which
Evidence that static thumb splinting may delay designs are the most effective and at which stage of
or prevent the need for surgical intervention has the disease process.
168 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Study activities
1. Discuss and explore the typical progression of 3. Hand function is assessed and recorded using
possible deformity in the arthritic hand. different methods. For example, one hand assessment
2. Consider the research carried out examining the may quantify time and speed as the indicator for
effectiveness of splints in preserving hand function in hand function, whilst another quantifies pain level
rheumatoid arthritis. Which prognostic and disease to define hand function. Compare and contrast the
factors of those patients included in the studies different indicators used in different standardized
would need to be evaluated when comparing the hand function assessments and discuss the benefits
results from different studies? of each.
Useful websites
Scottish Intercollegiate Guidelines Network (SIGN): British association of hand therapists: http://www.hand-
Management of early rheumatoid arthritis guidelines: therapy.co.uk/
http://www.sign.ac.uk/guidelines/fulltext/48/index. College of Occupational Therapists Specialist Section:
html/ Rheumatology http://www.cot.org.uk/specialist/
Cochrane database: http://www.cochrane.org/index.htm/ rheumatology/membership.php/
National library for health: http://www.library.nhs.uk/ American Society of Hand Therapists http://www.asht.
Default.aspx/ org/
custom-made and commercially of static wrist orthosis on hand wrist extensor orthoses on grip
available wrist splints in adults function in individuals with strength and function in patients
with inflammatory arthritis. rheumatoid arthritis. J. Rheumatol. with rheumatoid arthritis. Arthritis
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Henderson, S., McMillan, I., 2002. Pagnotta, A., Korner-Bitensky, N., Swigart, C., Eaton, R., Glickel, S.,
Pain and function: occupational Mazer, B., et al., 2005. Static wrist Johnson, C., 1999. Splinting in
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rheumatoid arthritis. Br. J. Occup. daily activities by individuals with carpometacarpal joint. J. Hand
Ther. 65, 165171. rheumatoid arthritis. J. Rheumatol. Surg. 24A, 8691.
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Lawand, N., et al., 2003. Mechanical Prosser, R., Conolly, W.B., 2003. A study comparing use and
sensation and pain thresholds in Rehabilitation of the Upper effects of custom-made versus
patients with chronic arthropathies. Limb. Butterworth Heinemann, prefabricated splints for swan
J. Pain 4, 203211. Edinburgh. neck deformity in patients with
Janssen, M., Phiferons, J., Van de Rennie, H.J., 1996. Evaluation rheumatoid arthritis. Br. J. Occup.
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Improving patient adherence early arthritis Section 5 The role of subjective, and radiographic
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Occup. Ther. News 11, 37. wrist pain and grip strength in degenerative basal joint:custom-
Malcus Johnson, P., Sandkvist, G., rheumatoid arthritis (RA) patients. made or prefabricated neoprene?
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Arthritis Care Res. 3, 158162. orthoses. Hand function, comfort Zijlstra, T., Heijnsdijk-Rouwenhorst,
Ouellette, E., 1991. The rheumatoid and interference across five styles. L., Rasker, J., 2004. Silver Ring
hand: orthotics as preventative. J. Hand Ther. 7, 237244. Splints improve dexterity in
Semin. Arthritis Rheum. 21, 6572. Stern, E.B., Ytterberg, S.R., Krug, H.E., patients with rheumatoid
Pagnotta, A., Baron, M., Korner- et al., 1996. Immediate and short arthritis. Arthritis Care Res. 51,
Bitensky, N., 1998. The effect term effects of three commercial 947951.
171
Chapter 13
Podiatry, biomechanics
and the rheumatology foot
Jim Woodburn PhD MPhil BSc FCPodMed School of Health, Glasgow Caledonian University, Glasgow, UK
Deborah E. Turner PhD PGCert Medical Ultrasound, BSc (Hons), FCPodMed School of Health, Glasgow Caledonian
University, Glasgow, UK
Key points
CHAPTER CONTENTS n Foot involvement is common in rheumatic disease
n An understanding of foot and ankle biomechanics
Foot involvement in the rheumatic diseases 171
can help in assessing foot function and identifying
Inflammatory joint disease 171
treatment options
Rheumatoid arthritis 171 n Podiatrists are expertly placed to provide advice to
Seronegative spondlyoarthropathies 173 patients and therapists on the management of foot
Juvenile idiopathic arthritis 173 health in rheumatic disease.
Osteoarthritis 174
Connective tissue diseases 174
Crystal joint disease 175
Hypermobility 175
Foot involvement in the rheumatic
Biomechanics of the foot and ankle 176 diseases
Function of the foot and ankle in health 176
Disrupted foot and ankle function in the This chapter describes the involvement of the foot
rheumatic diseases 177 in rheumatic diseases using examples of commonly
Podiatry 178 presenting features. It outlines the biomechanics of
the foot and how disruption of normal function can
Overview 178
occur in rheumatic disease. The role of the podia-
Basic foot hygiene, self-management and
trist is described in relation to routine and extended
advice 178
scope practice in the management of foot health in
Foot orthotics 178
patients with rheumatic conditions. Further infor-
Footwear 179 mation on specific rheumatic conditions can be seen
Gait training, exercise, and muscle in the chapters following.
strengthening 180
Tissue viability and wound care 180
Extended scope practice: intra-articular and Inflammatory joint disease
lesional injections and foot surgery 180
Rheumatoid arthritis
Small joint inflammation in the hands and feet is
the hallmark of early rheumatoid arthritis (RA).
Metatarsophalangeal (MTP) joint synovitis can be
detected using magnetic resonance imaging (MRI) in
97% of patients (Boutry et al 2003). The MTP joints
are involved early: MRI can detect bone oedema (Bourty et al 2003, Fleming et al 1976). Pain and
and synovitis even when the finger joints are normal stiffness are common and subtle but clinically
(Ostendorf et al 2004). Erosive changes also occur important changes in function can be detected
early in these joints, and their grade of destruction is within 2 years from onset (Turner et al 2006). Mild-
high (Belt et al 1998). Cardinal signs and symptoms to-moderate pes planovalgus (flat footedness) can
are pain and stiffness which is worse in the early be found. However, this tends to be passively cor-
morning and after periods of standing and walking. rectable. In contrast to the MTP joints, ankle and
Pain under the MTP joints is likened to walking subtalar joint erosions and destruction occur infre-
on pebbles, glass or stones. The feet can throb and quently and in the later stages (15 years). True
burn and stiffness is a persistent background fea- bony ankylosis is rare (Belt et al 2001).
ture. The forefoot can rapidly widen with daylight In established RA the prevalence of foot symp-
sign between the toes related to MTP synovitis, toms is over 90% (Michelson et al 1994). Synovial
and joint capsule and periarticular ligament dam- pannus and joint erosions weaken intra-articular
age (Fig. 13.1). Patients report that normal footwear and peri-articular structures, whilst joint effusion
becomes tight, uncomfortable and difficult to wear. distorts the capsule. Therefore under normal weight-
On examination the metatarsal squeeze test (grip- bearing loads progressive and severe deformities
ping the MTP joints and compressing them together) can develop. In the forefoot, fibular drift of the toes
may be positive and one or more MTP joints swollen mimics ulnar deviation of the finger joints and if
and tender on palpation. severe the subluxed or dislocated toes can over- or
Early involvement in the peritalar region affects under-ride adjacent toes. Hallux valgus, tailors bun-
the tenosynovium of tibialis posterior in around ion and hammer, claw or mallet toe deformity can
60% of patients (using MRI) and the midtarsal, rapidly develop (Briggs 2003). Bursitis between or
subtalar and ankle joints in around 25% of patients under the metatarsal heads is common and can be
detected using MRI in around 60% of cases (Boutry
et al 2003). Mortons interdigital neuroma may also
be more prevalent in RA patients (Awerbuch et al
1982). Painful callosities can develop over the dor-
sum of prominent toe joints, medially on a hallux
valgus joint or around the plantar metatarsal heads
(Korda & Balint 2004).
Persistent disease in the peritalar region leads to
the development of pes planovalgus and in severe
cases the medial longitudinal arch may be com-
pletely collapsed (Turner et al 2008a). Pes plano-
valgus is associated with tendinopathy of tibialis
posterior (Bouysset et al 2003, Jernberg et al 1999).
Clinically the tendon may be swollen and inflamed
A B medially at the ankle region (Woodburn et al 2002).
MRI or ultrasound (US) imaging reveals tendon
enlargement, tenosynovitis, tendinopathy, and intra-
substance splits, however true rupture occurs in less
than 5% of cases (Lehtinen et al 1996, Premkumar
et al 2002). Pain and swelling in the posterior heel
region may be associated with retrocalcaneal bursitis,
Achilles enthesopathy and posterior calcaneal ero-
sions (Falsetti et al 2003). Enthesopathy of the plantar
fascia, or more rarely a plantar nodule, may lead to
C plantar heel pain.
Extra-articular manifestations such as peripheral
Figure 13.1 (A) Typical forefoot changes in the early stages arterial disease (nail fold infarcts, cutaneous vas-
of rheumatoid arthritis. (B) The forefoot of a patient with culitis and digital gangrene), neuropathy, ulcera-
advanced, long-standing RA; and (C) pes planovalgus in RA. tion and subcutaneous nodules affect some patients
Chapter 13 Podiatry, biomechanics and the rheumatology foot 173
with RA. Foot ulceration and infection are major may help explain the discordance between disease
clinical red flags, especially in patients treated with activity parameters and enthesitis. It has been sug-
biologic therapies, glucocorticosteroids and some gested poor alignment of the rearfoot and control
disease modifying antirheumatic drugs (DMARDs). of foot pronation, may make the enthesis at the heel
Ulceration occurs most commonly over the dorsal more vulnerable to injury however, data are currently
aspect of hammer toes, over the metatarsal heads lacking to support this theory.
and the medial bunion with hallux valgus deform- Forefoot deformity and nail pathologies are
ity. The overall prevalence of ulceration in people especially common in patients with PsA. A recent
with RA is 9.7% (Firth et al 2008a) and common risk survey found 95% of patients had some deformity
factors include deformity, elevated skin contact pres- in the forefoot (Hyslop et al 2008). PsA will often
sures, loss of protective sensation, peripheral vas- present initially in the interphalangeal (IP) joints of
cular disease, active disease and steroid use (Firth the toes and then the MTP joints. Usually both IP
et al 2008b). The risk of serious infection involv- joints in the toe are affected providing the character-
ing the skin is recognised in RA patients receiving istic clinical presentation dactylitis or sausage toe.
anti-TNF therapy, and a number of case series have Inflammation at the IP and MTP joints can cause
described infection associated with skin ulceration stretching and damage to the joint capsules and
(Otter et al 2005) and spontaneous onychocryptosis collateral ligaments leading to the typical toe joint
(in-growing toenail) (Davys et al 2006a). deformities of RA. Inflammation can also lead to the
formation of joint erosions, however, unlike in RA
these tend to occur in the juxtaarticular region (adja-
Seronegative spondlyoarthropathies
cent to the articular surface). The course and pro-
The seronegative spondyloarthropathies (SpAs) gression of radiological damage can vary in patients
share a number of common clinical features, of which with PsA, and a number of common features in the
asymmetric oligoarthritis, peripheral small joint foot have been identified (Fig 13.2). These include
arthritis, enthesopathy, and dactylitis affect the feet. the characteristic pencil in cup deformity (Gold et al
Peripheral enthesitis (characterised by inflammation 1988), the so called ivory shaft (increased bone den-
at sites of tendon, ligament and joint capsule into sity in the shaft of the phalanx), resorption of the
bone) is regarded to be a hallmark feature of SpAs distal phalanx, resulting in a characteristic pointed
and may be associated with enthesophyte formation toe pulp (Moll 1987).
(bony proliferation). Inflammation may occur at any
entheses, however, enthesitis at the heel is reported
Juvenile idiopathic arthritis
to be the most frequent and occurs at the attach-
ment of the Achilles tendon (AT) and plantar fascia Foot problems such as synovitis, limited range of
to the calcaneus (Olivieri et al 1992). In routine clini- motion, malalignment and deformity have been
cal practice enthesitis is diagnosed based on patient reported in over 90% of children with juvenile idi-
symptoms and clinical examination to determine ten- opathic arthritis (JIA), generally increasing in sever-
derness on palpation. However, clinical examination ity with age, disease duration and in those with
underestimates the presence of enthesitis and detec- polyarticular disease (Spraul & Koenning 1994).
tion is improved when imaging techniques such as Foot pain, deformity and impaired function are per-
MRI and high resolution US are used (Balint et al sistent problems even in those children optimally
2002, DAgostino et al 2003, Galluzzo et al 2000). managed on DMARD and biologic therapy (Hendry
Management of SpAs relies on DMARD and bio- et al 2008). Synovitis in the ankle and rearfoot joint
logic drug therapy targeting the underlying disease occurs in approximately one-third of patients across
mechanisms. However, ultrasonographic data suggest all disease subtypes and is associated with limited
that despite intensive pharmacological management ankle range of motion, pronated rearfoot and mid-
enthesitis in the foot is detectable in a high propor- foot joints, and weakness of the ankle dorsiflexors/
tion of patients (approximately 60-80% of patients) plantarflexors (Brostrom et al 2002, Spraul &
and is poorly correlated with systemic parameters of Koenning 1994). Pes planovalgus is twice as com-
disease activity (Borman et al 2006, DAgostino et al mon as varus heel alignment (pes cavus foot type)
2003, Genc et al 2005). Biomechanical factors, includ- in these children (Mavidrou et al 1991).
ing foot function, may contribute to the development Synovitis, effusion, erosive changes and deform-
of enthesopathies (Benjamin & McGonagle 2001) and ity at affected MTP joints are observed in about
174 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
A B
Figure 13.2 High resolution ultrasound image of the plantar fascia in a patient with PsA (A) Before, and (B) 6 weeks after a
local corticosteroid injection.
one-fifth of JIA children and hallux valgus is com- Radiographs reveal loss of joint space, dorsal osteo-
mon (Ferrari 1998). Deformities such as splaying of phytes, subchondral bone sclerosis and cysts.
the forefoot; hammer, claw, and mallet toe deform- Primary osteoarthritis of the ankle joint occurs
ity and MTP joint subluxation can rapidly develop. in less than 10% of all cases and over 70% are post-
Leg length discrepancy, deformity and proximal traumatic (Saltzman et al 2005, Valderrabano et al
joint malalignment resulting from growth distur- 2008). The lower rate of primary disease in compar-
bances can also impact on foot structure and func- ison to the hip and knee is attributed to anatomic,
tion. Other problems such as Achilles tendinopathy, biomechanical, and cartilage properties which pro-
retrocalcaneal bursitis, tenosynovitis and plantar tect the joint from degenerative changes (Huch et al
fasciitis occur in association with specific disease 1997). Trauma is usually associated with malleolar
sub-types. fractures and ankle ligament lesions. The ankle is
Disabling foot pain in JIA is associated with stiff and painful with mild-moderate effusion. Pain
abnormalities in gait, either as a direct consequence can be elicited on specific movements such as dor-
of joint damage or as compensation to underly- siflexion/inversion and crepitus can be felt. Range
ing impairments (Brostrom et al 2002, Hendry et al of motion will be limited, the joint unstable and
2008, Witemeyer et al 1981). Typically these include gait adapted to achieve relief. Bony enlargement,
reduced walking speed, increased double-limb sup- malalignment and/or deformity, can progressively
port time, and step asymmetry. Gait can also be develop (Fig. 13.3). Malalignment is distributed in
cautious and guarded with reduced heel-strike and favour of varus across all etiologies (55% varus, 37%
push-off force (Brostrom et al 2002). neutral, 8% valgus) (Valderrabano et al 2008). Joint
space narrowing, osteophtye formation, subchon-
dral bone sclerosis, and cyst formation are typical
Osteoarthritis
radiographic features as well as varus malalign-
The commonest sites for osteoarthritis in the foot ment, anterior protrusion of the talus and flattening
are the 1st MTP joint (hallux rigidus), the ankle of the tibial plafond (articular surface of the distal
joint and the tarsometatarsal joints. Hallux rigidus end of the tibia).
is found in approximately 5% of adults above the
age of 50 (Shereff & Baumhauer 1998) and is asso-
Connective tissue diseases
ciated with trauma, metabolic and congenital dis-
orders. The condition is often bilateral and affects Foot involvement is prevalent but often overlooked
more women than men. Patients may complain in the two most common connective tissue diseases;
that the joint is stiff and painful and made worse scleroderma and systemic lupus erythematosus
by walking. Examination reveals a dorsal exostosis (SLE). The feet are involved less frequently and
which is palpable and tender along the MTP joint later than the hands in scleroderma but nevertheless
line. Dorsiflexion motion is limited and painful. 90% prevalence has been reported (La Montagna
Chapter 13 Podiatry, biomechanics and the rheumatology foot 175
f orward anterior to the ankle joint and a plantarflexion i nitial heel contact to control symptoms. In the
moment starts to develop. Weightbearing stability is spondlyoarthropathies, these adapted changes may
established by synergistic ankle, subtalar and midtar- lessen the tensile and compressive forces on the
sal joint motion aided by tightening of the plantar fas- Achilles tendon, plantar fascia and tibialis posterior;
cia (a ligament band extending from the calcaneus to the classic and functional enthesis sites. Primary oste-
the bases of the proximal phalanges). The tibia exter- oarthritis of the ankle and or subtalar joints is rare
nally rotates and advances forward to dorsiflex the but in post-traumatic secondary cases the large forces
ankle joint and subtalar eversion reverses to inversion experienced during initial loading may serve to con-
movement. This is the second ankle functional rocker. centrate focal stresses on the articular surfaces when
In combination these actions raise the talar head, the geometry has changed as a result of instability or
dynamically lock the midtarsal joint and stabilise realignment. Malalignment and pain are associated
the medial and lateral columns of the foot. The third so gait adaptation may beneficially improve symp-
functional rocker is the forefoot rocker which char- toms and reduce stress on cartilage lesions.
acterises forward progression of the body. In the foot Inflammatory joint disease most commonly dis-
the centre-of-pressure reaches the metatarsal heads rupts the ankle rocker during the mid-stance period of
and terminates between the first and second meta- gait when the weightbearing stability is required the
tarsal heads. The medial side of the foot is stabilised most (Turner et al 2008a). Synovitis in the ankle, sub-
by plantarflexion of the first metatarsal by action of talar and midtarsal joints and tenosynovitis of tibialis
the peroneus longus. Dorsiflexion occurs through the posterior leads to stretching of the joint capsule and
MTP joints and the heel lifts from ground contact. The supporting ligaments, as well as attenuation (longitu-
gastrocnemius and soleus calf muscles first act to con- dinal tears or more rarely tendon rupture) (Woodburn
trol the rate of tibial advancement and then through et al 2005). Detailed gait studies have characterised
concentric activity plantarflex the ankle joint. The foot the associated changes in joint motion and forces as
pivots about the MTP joints and the body advances. well as plantar stresses and centre-of-pressure path-
ways (Turner et al 2008a, 2008b,Woodburn et al 2004).
Excessive and prolonged subtalar eversion and ankle
Disrupted foot and ankle function
dorsiflexion occur, along with collapse of the medial
in the rheumatic diseases
weightbearing column. This is a highly unstable foot,
Across the rheumatic disorders pathological dis- which progresses to pes planovalgus. Reduced ankle
ease processes serve to disrupt the shock absorption, plantarflexion moment and power both reflect the
weight-bearing stability and progression functions accompanying slow walking speed as well as gastroc-
of the foot and ankle. The clinical consequences are nemius-soleus muscle weakness (Turner et al 2008a,
impairments such as pain, joint stiffness, and deform- 2008b). Keenan et al (1991) used electromyography to
ity which lead to degraded and adapted changes in show that in patients with RA and pes planovalgus,
gait. As a universal response to pain, independent of tibialis posterior has elevated and prolonged activity
specific rheumatic diseases, patients adapt gait by in an attempt to stabilise the subtalar and midtarsal
slowing walking speed, reducing the step length, and joints, even though the muscle is weak (Keenan et al
increasing the period of double-limb support (Turner 1991). The centre-of-pressure is directed more medi-
et al 2008a, 2008b, Woodburn et al 2004). In RA for ally in the foot and focal stresses can appear on the
example, in both early and established disease, the medial mid-foot indicating column collapse (Turner
heel rocker can be absent as the foot is placed flat to the et al 2008b).
ground (Turner et al 2006, 2008a). The tibia is vertical Any of the rheumatic diseases associated with
with the centre-of-pressure located close to the ankle acute pain or swelling at the MTP joints (e.g. acute
joint axis and the initial contact angle of the foot is par- gout or synovitis) will normally disrupt the forefoot
allel to the floor. This pattern occurs secondary to MTP rocker during progression (Semple et al 2007). In RA
disease and weak muscle action (e.g. gastrocnemius- for example, forward progression of the centre-of-
soleus) and serves to reduce the rate of limb loading, pressure is delayed in the heel and mid-foot and rap-
and the joint and soft-tissue reaction forces. These idly advances through the forefoot as patients convert
actions lessen pain and protect joints vulnerable to pro- to a hip-pulling strategy. The adapted gait serves
gressive inflammatory damage (Turner et al 2008a). to minimise the time and magnitude of loading at
In other diseases it may also be beneficial to painful joints (Semple et al 2007). In chronic disease,
reduce walking speed and shorten step length at advanced deformity, joint stiffness, and pain are
178 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
all associated with elevated areas of peak plantar advice on self-management and footwear (e.g. Feet,
pressure, irrespective of the underlying disease. footwear and arthritis, Arthritis Research Campaign
Changes in joint motion and kinetics (forces) can patient information leaflet). Deformed toes, which
also be detected during progression. In RA and PsA cause pressure and thickening on the toenails may
for example, motion analysis reveals reduced ankle require periodic reduction using nail burrs to ease
plantarflexion in terminal stance, reduction in vertical discomfort. Plantar or dorsal corns or callus require
and anterior/posterior ground reaction forces, and regular debridement and whilst effective, pain relief
reduced peak ankle joint power (Turner et al 2008a, is short and the problem may rapidly recur within a
2008b). Advancement of the tibia is slow and the foot few weeks (Davys et al 2005, Woodburn et al 2000).
is lifted from the ground further emphasising the loss Surgical correction of underlying deformities is
of forefoot rocker. In severe forefoot disease, plantar advised when callosities are persistent, or where
callosities, bursa and ulceration are closely associ- skin tissue viability is poor and lesions have ulcer-
ated with localised sites of high pressure. Overall, ated. Given the high prevalence of dermatophyto-
the appearance is of a slow, shuffling style gait, with sis (superficial fungal infection or tinea) (Bicer et al
guarding and deliberate and cautious placement of 2003), advice on treatment for tinea pedis (athletes
the foot. foot) and onychomycosis (fungal infection of the
nail) should be directed to the rheumatologist or GP.
foot pain and deformity. In RA there is evidence that which can be applied (many may be too bulky and
extra-depth shoes are effective for pain relief and to uncomfortable for patients). The newer biologic
improve function, particularly when combined with therapies are increasingly used to suppress inflam-
customised orthoses (Chalmers et al 2000, Fransen mation in patients with rheumatic diseases; how-
& Edmonds 1997, Williams et al 2007b). Overall sat- ever, these drugs are powerful immunosuppressants
isfaction is raised when patients are involved in the and are associated with an increased risk of infection
design, supply and monitoring processes throughout of skin/soft tissues (Otter et al 2005). Foot ulceration
treatment (Williams et al 2007b). Elsewhere, novel is a contraindication to treatment with any biologic
footwear concepts are being developed and tested to agent as the risk of rapidly progressing infection
reduce knee joint loads (Shakoor et al 2008). is too great, therefore the treatment must be sus-
pended. In these instances, ulcers need to be healed
quickly so the patient can recommence drug therapy
Gait training, exercise, and muscle
and strategies put in place to prevent recurrence.
strengthening
Muscle strengthening, proprioception training and
gait re-education are undertaken in conjunction with
Extended scope practice:
orthotic, footwear and anti-inflammatory treatments.
intra-articular and lesional
Since general aerobic condition might be poor and
injections and foot surgery
proximal limb involvement highly prevalent, reha- Podiatrists are trained in local anaesthesia at an
bilitation (gait training, muscle and propriocep- undergraduate level and can perform regional anaes-
tion training and appliance/equipment supply) is thesia of the foot or ankle to facilitate a number of
routinely undertaken in a coordinated programme, treatments (usually surgery) and may use injections
working alongside other members of the multidisci- of local anaesthetics diagnostically. A number of
plinary team. AHPs including podiatrists can now access specialist
training programs to undertake intra-articular (IA)
or soft tissue (ST) injections as an adjunct to their
Tissue viability and wound care
practice and they can deliver injection therapy under
Foot ulceration can occur in patients with RA, con- a Patient Group Direction. Both IA and ST injec-
nective tissue and crystal joint diseases (Firth etal tions of corticosteroids can be an extremely effective
2008a, Jeffrey et al 2008, Kumar & Gow 2002). The method to reduce pain, inflammation, swelling and
management of foot wounds and prevention of increase function at joints without exposing patients
infection, especially in those patients receiving bio- to the usual side effects associated with systemic
logic therapies, remains a key challenge (Davys drug therapy. However, a number of both local and
et al 2006b). The podiatrist firstly has a key role systemic adverse effects have been identified includ-
to initiate preventative measures. This primarily ing infection, bleeding, post injection flare, subcuta-
involves joint protection to remove focal pressure neous tissue atrophy/skin depigmentation, tendon
from vulnerable sites using customised orthoses, rupture, nerve damage and delayed soft tissue heal-
braces or footwear. In those cases where ulcers ing (Saunders & Longworth 2006). Common sites for
develop, vascular assessment techniques and appro- IA injection include the ankle, subtalar, talonavicular,
priate referral, wound care management/debride- MTP and IP joints. ST injections of the plantar fascia,
ment, pain relief and orthoses and braces to facilitate retrocalcaneal bursa, interdigital neuroma/bursitis
off-loading are the cornerstones of practice. and the tendons of tibialis posterior and peroneal
Management of foot ulceration can be challeng- muscles also respond well. The effectiveness of IA or
ing for patients with rheumatic diseases. Systemic ST injection depends on the accuracy of placement.
drug therapies may increase the risk of infection, The complex anatomy of the foot (particularly in
delay wound healing, and may mask the classic the rearfoot) makes it hard to determine precisely
signs of infection. Wounds may often extend down which structures are involved from clinical exami-
to the underlying bone and in the presence of joint nation alone and use of ultrasound (US) has been
erosions and deformities detection of osteomyelitis shown to influence sites selected for injection and
can be difficult. Severe foot deformity may make positively influence short-term efficacy of injection
debridement and dressing of wounds challeng- (DAgostino et al 2005). The use of US to guide
ing, furthermore, it may limit the choice of dressing injections is likely to occur more frequently as the
Chapter 13 Podiatry, biomechanics and the rheumatology foot 181
A B
Figure 13.6 (A) Intra-articular corticosteroid injection into the 2nd MTP joint in an RA patient and (B) with high resolution
ultrasound proven synovitis.
technology becomes cheaper and more accessible routinely monitor response to rehabilitation thera-
and more clinicians are appropriately trained in the pies and when indicated (non-response, deteriorat-
technique (Fig. 13.6). It has been shown that with ing foot health, and complications such as ulceration
appropriate training and mentorship, podiatrists, or infection) surgical opinion should be sought.
can provide adequate sonographic images and reli- In 2008, there were approximately 150 surgically
ably report features such as erosions, synovitis and trained podiatrists and some may be undertaking
bursitis with excellent levels of agreement when forefoot reconstruction procedures in patients with
compared to expert radiologists (Bowen et al 2008). rheumatic foot conditions. In more complex cases
Therefore it is anticipated that US will become part involving rearfoot and ankle conditions, techniques
of extended scope practice for podiatrists working in such as arthrodesis and joint replacement largely
advanced/consultant practitioner roles. Podiatrists remain the remit of orthopaedics.
joint involvement with subtalar orthoses for treating osteoarthritis of calcaneal entheses in erosive
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185
Chapter 14
Protein (adults Main nutrient required for muscle 1012% Lean meat poultry, fish, eggs, dairy
19 years) building and tissue repair products, beans, pulses
Carbohydrate Provides energy and vitamins, 5060% Wholegrain cereals, rye bread,
particularly B vitamins which wholegrain bread, wholegrain breakfast
enable energy to be released from cereals, potatoes, cake, confectionary
carbohydrate, protein and fat
Fat Energy, fat soluble vitamins eg
vitamin D, vitamin E 30% (total fat)
10% saturated fat (SFA) Butter, fatty meat, biscuits, cakes, pastry
6% polyunsaturated fat Sunflower oil/margarine
12% monounsaturated
2% trans fatty acids Olive oil/margarine, nuts
0102g/day n-3 PUFA Processed foods
(polyunsaturated fatty acid) Oily fish
Non-starch Bowel function increases stool bulk. 18g/day Wholegrain cereals and breads, legumes,
polysaccharide (NSP) Cholesterol lowering, slows digestion fruits, vegetables
or dietary fibre
In fish oils
claims made by self-styled diets for arthritis such as n-3 PUFA are converted to eicosapentaenoic acid
The Dong diet, Sister Hills diet, Norman F. Childers (EPA) and further to docosahexaenoic acid (DHA)
diet, and many more, are unsubstantiated, based which yield less inflammatory eicosanoids (three
on individual experience and cannot be generalised and five series). EPA and DHA are obtained from
to everyone with the condition. Undertaking high- dietary sources found mainly in oily fish such as
quality dietary intervention studies is complex and mackerel, sardines, halibut, herring, salmon, trout
extremely difficult to do, thus high-level evidence and fresh tuna (not tinned), whereas n-6 PUFAs
of efficacy of a dietary intervention is often lacking. are much more abundant in the diet for example in
Also, studies measure diverse outcomes making seeds, vegetable oils and margarines. The conversion
interpretation of the results more difficult. For exam- pathways of n-3 and n-6 PUFA are shared, conse-
ple, global measures of well being and assessment of quently they are in competition for the same enzyme
pain are more susceptible to placebo effect and con- necessary for adaptation (Fig. 14.1). So, in addition to
vey a different message than measurements of objec- advising patients to increase their intake of n-3 PUFA
tive, clinical outcomes. In addition, dietary advice from fish or supplements, a reduction in the intake of
recommended for other clinical conditions may be n-6 PUFA may increase the effectiveness of n-3 PUFA
contradictory, thus adding confusion. The following supplements. This could be achieved by replacing
section summarises dietary advice for which there is sunflower oils/margarines with olive or rapeseed
some evidence of efficacy in the rheumatic diseases. oils and olive oil based margarines.
There is good evidence for a therapeutic benefit
of n-3 PUFA (EPADHA) in patients with RA if
Fish oils and omega-3 fatty acids
taken as fish oil supplements (Fortin et al 1995). A
The majority of evidence for the beneficial effects of more recent systematic review of the same interven-
fish oils in the management of arthritis comes from tion studies, but specifically exploring pain control
studies in RA. Long chain omega-6 (n-6) and omega-3 in people with RA, concluded that the amount of
(n-3) polyunsaturated fatty acids (PUFAs) are pre- n-3 PUFA necessary to achieve a reduction in pain
cursors of inflammatory mediators such as eicosa- is 2.73g/day (total EPADHA) for 34 months,
noids (Fig. 14.1) Metabolism of n-6 PUFA, yields that is, the maximum duration of these studies
arachidonic acid, a precursor of strongly inflam- (Goldberg & Katz 2007).
matory leukotrienes, prostaglandins and throm- The proportion of EPA and DHA in fish oil sup-
boxanes (two and four series) (Fig. 14.1), whereas plements varies greatly between products but it is
188 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
maintaining strong and healthy bones and reduc- fundamental cause of the disease, in practice there is
ing the risk of osteoporosis (Department of Health no evidence that acupuncture can modify the course
1998). Lower fat dairy products i.e. semi-skimmed of systemic diseases such as rheumatoid arthritis or
or skimmed milk, reduced fat cheeses have the ankylosing spondylitis. Its main contribution is in
same calcium, if not more than the full fat products. pain control. For example, reviews of nearly a dozen
Calcium enriched soya milks or other alternatives randomized controlled trials (RCTs) in osteoarthritis
must be recommended to people who do not or of the knee have shown acupuncture to be at least as
cannot use dairy products as soya milk per se does effective as, and probably more effective than, non-
not contain calcium. Vitamin D is generated by steroidal anti-inflammatory drugs (NSAIDs) for
the action of UVB rays on the skin and is the most both controlling pain and improving function (White
efficient source of vitamin D. There are some good et al 2007). What was also impressive was that the
dietary sources of vitamin D including fish oils, egg effect of a course of treatment was still measurable
yolk, margarine and meat. after 6 months. These studies showed that true acu-
puncture alone was statistically significantly supe-
rior to placebo or sham acupuncture alone.
Section 2 complementary For fibromyalgia, individual RCTs have reached
therapies different conclusions as to whether acupuncture,
given as an adjunct to other treatments, reduces
Patients and therapists often seek out complemen- patients symptoms. A recent review found that the
tary treatment to manage their rheumatic condi- overall evidence was not high quality, but that all
tion. Alternative therapies are used as a substitute the studies that used electroacupuncture were posi-
for conventional approaches. Complementary tive (Mayhew & Ernst 2006).
therapies are used in addition to conventional treat-
ment. These are described below. Many are used by
Osteopathy and chiropractic
appropriately trained therapists as adjuncts to con-
ventional modalities (see Chs 8 & 11). These complementary therapies, though differing
slightly in training and approach, both use the tech-
niques of massage, mobilisation and manipulation.
Acupuncture/acupressure They are most often used for spinal problems (neck
Acupuncture involves the stimulation of points in pain, back pain), which are beyond the scope of
the body with needles. Often, electrical stimula- this chapter. These treatments seem to have a good
tion is applied to the needles electroacupuncture. reputation for safety, though manipulation of the
In acupressure, the stimulation is by pressure from spine has been known to cause injuries to the nerv-
the fingers or sometimes special devices, such as ous system, and to interfere with its blood supply
the wrist-bands for treating nausea in pregnancy. causing stroke. Treatment should be given only by
Acupuncture was first discovered by the Chinese, registered practitioners.
and many modern practitioners still use ancient Some techniques, particularly mobilization,
concepts, for example, that the needles influence the are used for arthritis in peripheral joints, such as
flow of energy in meridians. However, there is plenty OA of the hip or knee. This approach is similar to
of evidence that the needles stimulate several areas conventional manual therapy which is discussed
of the nervous system, releasing opioid peptides in the Physical Therapies chapter (Ch. 8). Overall,
(popularly known as endorphins). Therefore, many mobilisation in rheumatic diseases seems best used
western practitioners are discarding the traditional as part of a comprehensive treatment programme
concepts and regard acupuncture as a particular (Fiechtner & Brodeur 2002). One small study sug-
form of nerve stimulation. However, it is important gested that manipulative therapy could provide
to distinguish acupuncture from transcutaneous elec- additional pain relief to other treatments for fibro-
trical nerve stimulation (TENS): TENS usually only myalgia (Gamber et al 2002).
has a temporary effect, whereas acupunctures effect
accumulates as the treatment is repeated. Usually a
Homeopathy
course of six or eight treatments is needed.
Although traditional Chinese theory seems to In homeopathy, natural substances are given in
suggest that acupuncture can in some way treat the highly diluted preparations so dilute that often
192 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
none of the original substance may be present. have generally shown that patients feel better after a
Although this appears to be contrary to the laws course of balneotherapy, but the evidence is not good
of physics, and homeopaths have not yet dem- enough to draw conclusions (Verhagen et al 2003).
onstrated how it could work, nevertheless many In ankylosing spondylitis, one trial showed a short-
patients have reported significant benefits from lived effect compared with exercise alone (Altan
homeopathy. It seems likely that the very detailed et al 2006), but another study showed no effect of mud
history that is needed in finding the exact remedy packs compared with fresh water (Codish et al 2005).
can itself act as a powerful therapy. Homeopathy There is some evidence that balneotherapy may be
would appear to be very safe. effective in fibromyalgia (Evcik et al 2002).
One RCT found no effect of homeopathy com-
pared with placebo in rheumatoid arthritis (Fisher &
Magnet therapy
Scott 2001), but a systematic review of homeopa-
thy for people with OA found four RCTs which There has been a considerable amount of laboratory
provided some supportive evidence, and recom- research on the effects of magnetic fields in reduc-
mended more research (Long & Ernst 2001). In ing the severity of pain, but rather few clinical tri-
fibromyalgia, two small studies found homeopathy als. Magnets may be applied over the joint itself, or
significantly better than placebo in lessening ten- in wrist-bands in the hope of producing a systemic
der point pain (Fisher et al 1989) and improving the effect. Although there are some positive RCTs that
quality of life and global health (Bell et al 2004). seem to show magnets reduce pain from arthritis
in the hip or knee (Harlow et al 2004, Wolsko et al
2004), because of problems with blinding the trials
Herbal medicine do not provide evidence strong enough to make
This section refers to medicines made from plants recommendations.
or plant extracts, and not to the food supplements
or individual phytochemicals discussed in the pre- Tai chi
vious section or listed in Table 14.3. Several herbs,
such as Devils claw (Harpagophytum procumbens), This eastern approach to physical exercise is suitable
willow bark extract, and nettle (Urtica dioica) are for older people, and includes a meditative element.
traditional folk treatments for painful conditions It shows no overall effects in RA, but does improve
in many cultures. Recent research has increased the the range of movement in ankle joints. It is also pop-
level of awareness of their side-effects as well as ular with patients, and it is one form of exercise that
their interactions with many drugs. patients tend to continue to use (Han et al 2004). In
Two reviews found no good evidence that any elderly people with hip or knee OA, a recent study
herb is beneficial for rheumatoid arthritis (Little & showed a trend to less benefit from tai chi than from
Parsons 2001a) or for osteoarthritis (Little & Parsons hydrotherapy (Fransen et al 2007).
2001b), other than those mentioned in the previous
section. Many herbs are available for patients to
Yoga
purchase, but it seems sensible for health practi-
tioners not to make recommendations unless they A literature review found a small number of studies
are qualified to do so. The situation also applies to in patients with musculoskeletal conditions show
Chinese herbs: prescribing them is a highly special- some benefits, when compared with patients who
ised skill that has to take into account individual did not practise yoga (Raub 2002).
dosage, particular combinations of herbs, significant
variations in quality of the products, and toxicity.
Summary
Balneotherapy Diet is a popular intervention for people with mus-
This is treatment by bathing in warm water, usu- culoskeletal conditions. This might involve the
ally with natural or added minerals or mud packs. exclusion of certain foodstuffs thought to aggravate
Also known as spa therapy, it is often used on the symptoms, the addition of a supplement believed
European mainland and in Israel for inflammatory to ameliorate symptoms or a change of eating hab-
arthritis. Trials in patients with rheumatoid arthritis its towards healthy eating for weight loss or weight
Chapter 14 Diet and complementary therapies 193
maintenance and heart health. Although there is produce pain relief in rheumatological conditions
only limited scientific evidence to support either but there is no evidence that it can alter the course
exclusion diets or dietary supplementation in the of the disease. Mobilisation of joints by osteopaths
management of musculoskeletal conditions, dietary and chiropractors may be used as part of a multi-
advice relevant to cardiovascular and bone health therapy approach. Homeopathy is safe and can be
would benefit the majority and should be more effective, though how much of the effect is due to
widely available. the actual remedies is not known. Currently, there
Alternative and complementary therapies are is insufficient evidence to recommend herbal rem-
often used for chronic conditions. Acupuncture can edies or other therapies.
Study activities
1. Further details of specific vitamins and minerals can improve your diet what do you need to eat more
be found in nutrition textbooks. Compile a pocket of and what could you cut down on? How difficult
reference table for your own use of vitamins and would it be to make a major dietary change?
minerals. Headings might include: sources; main role; 3. Undertake a dietary survey of patients you see over a
deficiency state; and musculoskeletal relevance. week. How many of them have questions about diet
2. Record exactly what you eat and drink over 4 days and arthritis? How many of them have taken herbal
including at least one weekend day. Does your medicines? What questions do they ask? Could you
diet meet current dietary guidelines? Think of your answer them? Where could you find the answers if
vitamin and mineral requirements as well as protein, you dont know? Where can you access patient advice
fat, carbohydrate and alcohol. How could you regarding diet and arthritis?
Miss Hall has rheumatoid arthritis and is postmenopausal. Advice: Provide Miss Hall with an information leaflet
In the past treatment has included intermittent oral on healthy eating. Discuss the nutritional requirements
steroids. Miss Halls physical activity levels are reduced due for a healthy diet and a healthy weight. Point out the
to her disease state. Miss Hall has been trying a special risks of being underweight to bone health. Highlight
diet for six months during which time she has avoided all the need for calcium and vitamin D for healthy bones
dairy products and red meat. She is suffering from tiredness and the benefits of fruit and vegetables for bone health
and fatigue, more so than usual and has lost weight, which and general health. As Miss Hall wishes to re-introduce
she puts down to her RA. When challenged, Miss Hall the foods that she has excluded, suggest she keeps a
admits she doesnt really think that the diet makes her record of everything she eats and drinks and note how
feel any better and she admits that she finds it difficult and she feels afterwards for example, if any symptoms of
frustrating sticking to the diet. She feels hungry a lot of the arthritis are provoked after eating dairy foods or meat.
time and her friends have commented on how thin she has This action may help her assess for herself if the diet is
become. Despite these effects, Miss Hall has continued with appropriate and if not, how she can re-introduce the
the diet hoping it will improve her arthritis. excluded foods.
DXA (bone density scan) osteopaenia at lumbar spine and his attitude towards his weight. How does he
and femoral neck feel his weight impacts on his life, for example,
Medication on his health, his hobbies, activities, marriage etc?
Paracetamol, NSAIDs, Antacid Does he want to and feel able to address this? Is
Statins he at the stage where he is ready for change?
Self-prescribed glucosamine sulphate n In the first instance, suggest he keeps a food diary
Social history for a week or two to reveal his dietary intake. This
n Lives with wife (and dog) may have some immediate impact on Mr Sowden
n Non-smoker himself. A completed food diary is a very useful
n Alcohol: 710 units per week tool for dietitians to use with patients at their
Lifestyle initial appointments.
n Exercise limited because of weight n Another suggestion might be that he could attend
n Diet: low fat, avoids dairy products because of a slimming group men do go and often do very
raised cholesterol level, and uses Soya milk well with peer support.
n Avoids acidic foods because of painful joints and n Given his other dietary issues (raised cholesterol,
heartburn osteopaenia and food avoidance), this is a
n Patient feels that bowels are easily upset and more complex case and Mr Sowden should be
medication causes constipation and nausea referred to a registered dietitian in the hospital
n Mr Sowden is fed up with taking so many pills and or community but your advice will have started
is bored with his diet Mr Sowden thinking about his eating habits and
Advice: weight which will be very helpful when he attends
n Work out his body mass index (BMIweight his dietetic appointment.
in kg/height in metres2) and explain, sensitively, n Discuss possible ways that Mr Sowden could safely
where this figure appears on a BMI chart in the increase his activity levels.
obese category. Allow him to respond how does n What advice would you give if he asked you if he
this make him feel? Begin to explore his feelings should see an osteopath or an acupuncturist?
Arthritis Research Campaign (arc) website British Dietetic Association Food facts (www.bda.uk.com)
(www.arc.org.uk) accessed January 2009 Diet accessed January 2009 Diet and rheumatoid arthritis,
and Arthritis. Diet and osteoarthritis, Osteoporosis plus various
Arthritis Care (www.arthritiscare.org.uk) accessed information sheets for weight management and
January 2009 Healthy Eating and Arthritis. healthy eating.
CAMEOL (Complementary and Alternative Medicine Food Standards Agency (FSA) (www.eatwell.gov.uk)
Evidence On line) at (www.rccm.org.uk/cameol) accessed January 2009.
accessed January 2009. Arthritis: Improve your health, ease pain, and live life to
Complementary and Alternative Medicine Specialist the full Dorling Kindersley, London, 2006.
Library (/www.library.nhs.uk/CAM/) accessed January Arthritis: Your questions answered Dorling Kindersley,
2009. London, 2007.
National Osteoporosis Society (www.nos.org.uk) Ernst, E., Pittler, M., Wider, B., 2006. The Desktop Guide
accessed January 2009 Healthy Eating for Strong to Complementary and Alternative Medicine. Mosby:
Bones. Edinburgh.
Chapter 14 Diet and complementary therapies 195
treated with dietary supplements a pilot study. Altern. Ther. Health Including Therapeutics (ESCISIT).
of blackcurrant seed oils. Brit. J. Med. 10 (2), 3643. Ann. Rheum. Dis. 65 (10),
Rheumatol. 32, 10551058. Woolf, A.D., 2007. What healthcare 13121324.
White, A., Foster, N.E., Cummings, M., services do people with Zochling, J., van der Heijde, D.,
et al., 2007. Acupuncture treatment musculoskeletal conditions need? Dougados, M., et al., 2006. Current
for chronic knee pain: a systematic The role of rheumatology. Ann. evidence for the management
review. Rheumatology (Oxford) 46 Rheum. Dis. 66, 293301. of ankylosing spondylitis: a
(3), 384390. Zhang, W., Doherty, M., Bardin, T., systematic literature review for
Wolsko, P.M., Eisenberg, D.M., Simon, et al., 2006. EULAR evidence based the ASAS/EULAR management
L.S., et al., 2004. Double-blind recommendations for gout Part II: recommendations in ankylosing
placebo-controlled trial of static Management Report of a task force spondylitis. Ann. Rheum. Dis. 65,
magnets for the treatment of of the EULAR Standing Committee 423432.
osteoarthritis of the knee: results of For International Clinical Studies
199
Chapter 15
Inflammation 200
Principles of clinical pharmacology 201
Drugs used in rheumatic diseases 201
Analgesics 201 Key points
Paracetamol 201 n The pathogenesis of rheumatic diseases is diverse and
Opioids 202 often involves a complex mix of immunological and
Morphine 202 biomechanical mechanisms.
Pethidine 202 n Prior to prescribing pharmacological therapy,
Codeine and codeine/paracetomol the needs of the patients, alternative non-
preparations 202 pharmacological remedies and drug interactions (the
Tramadol 202 pharmaco-dynamics and pharmaco-kinetics) need to
Buprenorphine 202 be considered.
n Symptomatic management of pain involves
Fentanyl 203
Anti-inflammatory drugs 203 analgesics (e.g. paracetamol, NSAIDs, opioids) and
NSAIDs 203 therapy is titrated according to severity of pain
with such therapies tailored to individual needs and
NSAIDs and cardiovascular risk 204
co-morbidities.
Corticosteroids 204
n For people with osteoarthritis, current therapies are
Intra-articular corticosteroid 205
aimed at symptom control. However for people with
Disease modifying anti-rheumatic drugs 205
inflammatory arthritis, treatment of the underlying
Methotrexate 205 inflammatory process is required. This will involve
Sulphasalazine 206 anti-inflammatory drugs, glucocorticosteroids, and
Antimalarials, e.g. hydroxychloroquine disease modifying anti-rheumatic drugs (DMARDs).
(HCQ) 206 There is evidence that DMARDs are able to modulate
Leflunomide 206 the disease process in inflammatory arthritis and
Tumour necrosis factor antagonist agents 206 especially with the newer biologic drugs, prevent
Adverse effects of TNF antagonist therapy 207 progression of joint damage and even induce
remission.
n While increased understanding and knowledge of the conducting C fibres. Most sensory input enters the
pathogenesis of rheumatic diseases has resulted in spinal cord via the dorsal spinal roots. When the
increased therapeutic options, all pharmacological signal reaches the spinal cord, a signal is immedi-
therapies are associated with adverse events. For ately sent back along motor nerves to the original
optimal outcomes consumer and clinician education site of the pain, triggering the muscles to contract
are essential, together with a multi-disciplinary (Kidd et al 2007). The pain signal is also sent to the
approach for complex problems. brain. Only when the brain processes the signal and
interprets it as pain do people become conscious of
the sensation. Pain receptors and their nerve path-
ways differ in different parts of the body and the
type of pain felt depends on the stimuli. These stim-
Introduction uli may be mechanical, thermal or chemical.
It is worth noting that the anatomical source of
In rheumatic diseases, pharmacotherapies are largely pain in many arthritic conditions is not always clear,
used for control of inflammatory processes or for and may often be multifactorial in nature. In early
pain control; such therapies are usually used in con- rheumatoid arthritis (RA) where synovitis is the pri-
junction with non-pharmacological therapies such mary pathology, the pain is presumably derived from
as muscle strengthening. Over the past decade, a inflammatory mediators in the synovium. In osteoar-
greater understanding of the underlying mechanism thritis (OA), the sources of pain are more controver-
involved in inflammatory arthritides has facilitated sial and may arise from the synovium or subchondral
the development of new drugs and raised therapeutic bone. The source of pain in lateral epicondylitis may
goals. The aims of modern therapy are early diagno- be different again and relate to specific entheseal
sis and prompt initiation of therapy to control inflam- pathology. Musculoskeletal pain may be present with-
mation, thereby preventing pain and subsequent joint out the classical signs of inflammation.
damage with associated impaired function.
The decision regarding initiation and selection
of drug therapy is not only based on the diagnosis, Inflammation
but on a persons age, past medical history (e.g. pre-
vious peptic ulcer), the presence of co-morbidities Inflammation results in heat, redness, swelling, pain
(e.g. renal impairment) and the presence of concom- and loss of function. Acute inflammation involves:
itant medications. Compliance with medication and increased blood supply in the region of injury; an
patient expectations are other important concepts to increase in local capillary permeability; exudation
be taken into consideration when prescribing. It is of vascular fluid; migration of inflammatory cells
worth briefly reviewing the underlying processes out of the blood vessels and into the surrounding
for which pharmacotherapies are employed. tissue; and the release of mediators of inflamma-
tion. Acute inflammation may resolve or can lead to
chronic inflammation, tissue death (necrosis), scar-
ring or fibrosis.
Pain However, the triggering event for inflamma-
tion in many inflammatory arthritides is unclear
The word pain comes from Latin poena mean- and both environmental and genetic triggers have
ing fine or penalty. Pain is a complex phenomenon been considered i.e. exposure to an environmental
involving biopsychosocial interactions, and detailed antigen in a genetically predisposed individual.
mechanisms are beyond the scope of this chapter. In It is known that a foreign antigen activates T-cells
brief, pain perception peripherally is mediated by resulting in an inflammatory response. This process
the terminal endings of finely myelinated A delta is paramount in the bodys normal defence against
and of non-myelinated C fibres. Chemicals pro- infection, when the process is controlled and subject
duced locally as a result of injury produce pain by to inhibitory mechanisms. Uncontrolled and auton-
direct stimulation or by sensitizing the nerve end- omous, this process can result in diseases such as
ings. A-delta fibres are responsible for the acute rheumatoid arthritis (RA). In RA, activated T-cells
pain sensation, which may be followed by a slower secrete inflammatory cytokines that lead to chronic
onset, more diffuse pain mediated by the slower activation of B cells and immunoglobulin synthesis
Chapter 15 Pharmacological treatments in rheumatic diseases 201
Environmental trigger Loss of self-tolerance l What does the person do to this drug?
(pharmaco-kinetics).
Pharmacokinetics is a branch of pharmacology
T cell activation Persistence dedicated to the determination of the fate of sub-
stances administered externally to a living organ-
ism. In practice, this discipline is applied mainly
Macrophage B cell to drug substances, though in principle it concerns
activation activation itself with all manner of compounds ingested or
otherwise delivered externally to an organism, such
IL-1 and as nutrients, metabolites, hormones, toxins, etc.
TNF Pharmacokinetics is often divided into several areas
including, but not limited to, the extent and rate of
Synovial Immunoglobulins and absorption, distribution, metabolism and excretion.
fibroblasts immune complexes
Absorption is the process of a substance enter-
Complement activation
IL-8 ing the body. Distribution is the dispersion or dis-
semination of substances throughout the fluids and
tissues of the body. Metabolism is the transforma-
Metalloproteinases tion of the substance and its daughter metabolites.
IL-6
Prostagalandins Excretion is the elimination of the substances from
Complement the body. In rare cases, some drugs irreversibly
Inflammatory substances
accumulate in a tissue in the body.
Migration When calculating dosage, it is important to know
Fibroblast and activation
proliferation of neutrophils the half-life of the drug. This refers to the time
required for the amount in the body to fall to 50% and
is influenced by drug clearance and the volume of
Breakdown distribution. Drug clearance is defined as the volume
Joint swelling
and pain of cartilage, bone of plasma that would contain the amount of drug
resorption
excreted per minute. Drug clearance is a measure of
the ability of the body to eliminate a drug from the
Figure 15.1 Pathogenesis of inflammation in rheumatic circulation. It determines daily dosage. Drugs may
disease.
be cleared by the renal system (mostly excreted, e.g.
penicillin) or by the hepatic system (mostly metabo-
lised e.g. paracetomol). Some drugs undergo substan-
(see Fig. 15.1). The pro-inflammatory cytokines
tial removal from the portal circulation by the liver
include interleukin (IL)-1 and tumour necrosis fac-
after oral administration (e.g. Buprenorphine). This
tor (TNF) that in turn stimulate the production
first-pass effect can significantly reduce the amount
of more cytokines such as IL-6 and IL-8 (Jovanovic
of active drug that reaches the systemic circulation.
et al 1998). The result is pain, chronic synovitis and
The volume of distribution for a drug is determined
eventually local tissue and bone destruction.
by its degree of water or lipid solubility, the extent
of plasma- and tissue-protein binding, and the per-
fusion of tissues. It gives an indication of initial or
Principles of clinical
loading dose e.g. hydroxychloroquine (see later).
pharmacology
analgesics; it is also an anti-pyretic agent (low- given with an anti-emetic), constipation and drowsi-
ers temperature). It is recommended as the first ness. It may also lead to respiratory depression and
line analgesic in OA by the American College of hypotension.
Rheumatology (ACR) and European League against
Rheumatism (EULAR). It is usually taken orally but
may be used per rectum. Orally it is well absorbed
Pethidine
and peak plasma concentrations are reached in Unlike morphine, pethidine is a synthetic opioid,
3060 minutes. A proportion is bound to plasma but has the same mechanism of action. It produces
proteins and the drug is inactivated in the liver. The prompt but short lasting analgesia and is not rec-
plasma half-life of paracetamol is 24 hours. It is a ommended for chronic use because of a high risk
weak inhibitor of cyclo-oxygenase (COX-1) (Warner of tolerance and dependency. Like morphine, it is
et al 1999) at therapeutic doses. absorbed well orally but undergoes extensive first
The usual dose of paracetamol in adults is in pass metabolism and so is only used parenterally.
the range of 1 gram three or four times daily. The The side-effect profile is similar to morphine but
incidence of side effects at therapeutic levels is low pethidine can also cause convulsions and other cen-
so routine monitoring is not required. Toxic doses tral nervous system disorders.
(two to three times the maximum therapeutic dose)
can cause fatal renal and liver failure. This effect is
exacerbated by concomitant alcohol ingestion and
Codeine and codeine/paracetomol
in patients with active liver disease (Clissold 1986).
preparations
Codeine is an opium derivative pro-drug; once meta
bolised about 510% of codeine will be converted to
Opioids
morphine. It is usually prescribed orally as it is not
This group of drugs are used to relieve moderate to as extensively metabolised on first pass through the
severe pain. The term opioid applies to substance liver. Codeine is effective for mild to moderate pain
that produces morphine-like effects. Opium is an but may be too constipating for long-term use. The
extract of the juice of the poppy papaver somniferum combination of codeine with paracetomol (generic
which has been used for social and medicinal pur- name, co-codomol) is also effective for patients with
poses for thousands of years to induce euphoria, mild to moderate pain, though evidence for superior
analgesia and sleep, and prevent diarrhoea. These efficacy of the combination is minimal.
effects are reflected in the potential toxicity of opio-
ids in clinical use: nausea, constipation and confu-
sion. Repeated administration can result in mild
Tramadol
tolerance and (much more uncommonly) cause Tramadol is a centrally acting analgesic, which
dependence. The most severe and serious adverse possesses opioid agonist properties and activates
reaction associated with opioid use is respiratory monoaminergic spinal inhibition of pain. It is metab-
depression, the mechanism behind fatal overdose. olised in the liver and excreted via the kidneys. It
Opioids are available in a variety of forms, and may be administered orally, rectally, intravenously or
are usually used parenterally for acute pain, while intramuscularly for patients with moderate to severe
oral and transdermal preparations have been devel- pain. Tramadol is about 10% as potent as morphine
oped for chronic ambulatory use. Some oral agents and consequently may have fewer of the typical opi-
are also available in slow release preparations. A oid side effects. Tramadol is well tolerated in short
number of common drugs are now highlighted. term use with dizziness, nausea, sedation, dry mouth
and sweating being the principal adverse effects.
Morphine
Morphine can be administered parenterally (intramus
Buprenorphine
cularly, subcutaneously, intravenously) and orally. Buprenorphine is a thebaine derivative, and its
The former route is preferred as the drug undergoes analgesic effect is due to partial agonist activity at
substantial first pass effect after oral dosing. Morphine -opioid receptors, i.e. when the molecule binds to
has a half-life of 23 hours. Morphine commonly a receptor, it is only partially activated in contrast
causes nausea and vomiting (and therefore is often to a full agonist such as morphine. Buprenorphine
Chapter 15 Pharmacological treatments in rheumatic diseases 203
been carefully studied and documented with guide- with other drugs in patients with RA and in the arthri-
lines for its use and monitoring (Pincus et al 2003). tis of SLE. The exact mechanism of action is unknown
Methotrexate acts as a folate antagonist by inhib- but it is thought to have an effect on the signal
iting the enzyme dihydrofolate reductase, which transduction pathway, inhibiting pro-inflammatory
reduces intracellular folate. This folate is required gene expression. The bioavailability is variable and
for the synthesis of purines, important in cell repli- ranges from 20100% but is constant within an indi-
cation. Methotrexate is commonly prescribed orally vidual. It has a long half-life of 40 days and hence
with a bioavailability of about 65%. It can also be may take 3 months to achieve its full effect. As a con-
given subcutaneously if the oral route is not toler- sequence, a loading dose of 200mg twice a day is
ated. The half-life is 56 hours and about 50% is given for 1 month before reducing to a standard dose
excreted via the renal route. of 200mg once a day.
Most patients require a dose of methotrexate of The anti-malarials are the least toxic of all
about 1520mg given once per week (maximum dose DMARDs. Rarely, they can cause myopathy, abnor-
25mg per week). Patients are prescribed folic acid mal skin pigmentation and peripheral neuropathy.
supplements to reduce the common, mild adverse Of most concern, although rare, is irreversible retin-
effects of MTX such as nausea or mouth ulcers. Other opathy resulting in permanent visual loss. It is rec-
serious side-effects include bone marrow suppres- ommended that baseline ophthalmology screening
sion and abnormal liver function tests. The incidence (visual acuity and assessment for blurred vision)
of serious adverse events is reduced by regular mon- is performed if patients have pre-existing ocular
itoring of full blood count (FBC) and liver function pathology or visual disturbance, impaired renal
tests (LFT). It must be used with caution in patients function or are over the age of 60.
with renal impairment as the risk of adverse events
is increased. Methotrexate is potentially teratogenic
Leflunomide
(causing birth defects) so pregnancy is contraindi-
cated whilst the patient is taking the drug and for 3 Leflunomide is a competitive inhibitor of pyri-
months after stopping. The consumption of alcohol midine synthesis. It is primarily used in RA and
is also contraindicated in patients on MTX. prevents the multiplication of pro-inflammatory
lymphocytes. After oral administration it under-
goes rapid chemical conversion to its active metab-
Sulphasalazine olite. This metabolite has a long half-life of 15 to 18
Sulphasalazine (SAS) is a combination of sulphapy- days. Therefore, like HCQ, leflunomide requires a
ridine, an antibacterial agent, and 5 aminosalicylic loading dose to achieve steady state concentrations.
acid, which has anti-inflammatory properties. It is The loading dose of 100mg once a day for 3 days is
commonly used for the treatment of RA, peripheral however often omitted in clinical practise because
joint disease in ankylosing spondylitis (AS) and of poor tolerability. The usual maintenance dose is
psoriatic arthritis (PsA) and inflammatory bowel 1020mg per day. The most important adverse reac-
conditions such as ulcerative colitis (UC). tions to leflunomide are hepatic. Other side effects
SAS is administered orally at doses of 11.5 include diarrhoea, nausea, weight loss, rashes, hair
grams twice a day. The dose is gradually increased loss, teratogenicity and hypertension. Regular mon-
as this improves tolerability. Side effects include itoring of blood pressure, full blood count (FBC),
nausea, upper abdominal pain and rash. Rarely urea and electrolytes (U&Es) and lung function
a leucopenia (low white blood cells) is observed. tests (LFTs) are required.
Regular blood monitoring (FBC) will allow early
detection of haematological abnormalities. There
Tumour necrosis factor antagonist
have been no accounts of teratogenicity (abnormali-
agents
ties to the developing foetus) but it can induce a
reversible reduction in sperm count. Tumour necrosis factor (TNF ) is a pivotal pro
inflammatory cytokine that is released by activated
monocytes, macrophages and T lymphocytes (see
Antimalarials, e.g. hydroxychloroquine (HCQ) Fig. 15.1). It promotes inflammatory responses that
Hydroxychloroquine is probably the weakest acting are important in the pathogenesis of RA (Bazzoni &
of the DMARDs. It tends to be used in combination Beutler 1996, Taylor et al 2000) TNF binds to
Chapter 15 Pharmacological treatments in rheumatic diseases 207
during or immediately after the infusion. Up to mean that at least RA patients are reaching levels
30% of patients experience pruritis, urticaria (aller- of disease control previously thought impossible;
gic reaction in which red round wheals develop on these drugs are expensive and place a huge burden
the skin), pyrexia, throat irritation and hypo- and on health systems. For the vast majority of mus-
hypertension. The incidence of infusion reactions culoskeletal patients with OA or mechanical joint
is reduced by concomitant intravenous corticoster- pain, our use of pharmacological analgesia remains
oid. Small studies have also shown rituximab to be largely empiric with few good trials of how to opti-
beneficial in connective tissue disease such as SLE mally use individual drugs or combination thera-
(Eisenberg 2006). pies. Despite increasing therapeutic options, a multi
disciplinary approach remains key to the manage-
ment of patients with rheumatic diseases.
Abatacept
The pathogenesis of RA is dependent on T cell acti- Study activities
vation. This requires two signals: firstly presentation 1. Access the NICE web site (http://guidance.nice.org.
of the antigen to the T cell receptor and secondly uk/) and identify the published guidelines for the
various co-stimulatory molecules. Abatacept is a management of 1) OA and 2) RA. Prepare a list of all
soluble fusion protein that targets co-stimulation. pharmacological approaches.
It has demonstrated good results in patients with 2. Access the Arthritis Research Campaign (http://
RA that are non responsive to MTX or failed previ- www.arc.org.uk), the Arthritis Foundation (http://
ous TNF antagonist therapy (Genovese et al 2005, www.arthritis.org) and Arthritis Care (http://www.
Kremer 2005). Abatacept (10mg per kg) is given arthritiscare.org.uk/home) websites.
as an infusion every month and has a favourable n Identify all patient information leaflets that
safety profile, with no increase in malignancy or TB. would be applicable to a patient presenting to
a therapist with difficulties with pain control.
Consider five main messages on pharmacological
Conclusion approaches that you can identify from the
information in these leaflets. List these and keep
The therapeutic options for rheumatic diseases them for future reference.
continue to expand and modern biologic therapies
Genovese, M.C., Becker, J.C., Kremer, J.M., 2005. Selective Olsen, N.J., Stein, C.M., 2004. New
Schiff, M., et al., 2005. Abatacept costimulation modulators: a drugs for rheumatoid arthritis.
for rheumatoid arthritis refractory novel approach for the treatment N. Engl. J. Med. 350 (21), 21672179.
to tumor necrosis factor alpha of rheumatoid arthritis. J. Clin. Pincus, T., Yazici, Y., Sokka, T., et al.,
inhibition. N. Engl. J. Med. 353 (11), Rheumatol. 11 (Suppl. 3), S55S862. 2003. Methotrexate as the anchor
11141123. Maini, R., St Clair, E.W., Breedveld, F., drug for the treatment of early
Graham, D.J., 2006. COX-2 Inhibitors, et al., 1999. Infliximab (chimeric rheumatoid arthritis. Clin. Exp.
other NSAIDs and cardiovascular anti-tumour necrosis factor alpha Rheumatol. 21 (5 Suppl. 31),
risk; the seduction of common monoclonal antibody) versus S179S185.
sense. J. Am. Med. Assoc. 296 (13), placebo in rheumatoid arthritis Taylor, P.C., Peters, A.M., Paleolog, E.,
16531656. patients receiving concomitant et al., 2000. Reduction of chemokine
Jovanovic, D.V., Di Battista, J.A., methotrexate: a randomised phase levels and leukocyte traffic to
Martel-Pelletier, J., et al., 1998. Il- III trial. ATTRACT study group. joints by tumor necrosis factor
7 stimulates the production and The Lancet 354 (9194), 19321939. alpha blockade in patients with
expression of pro-inflammatory Marzo-Ortega, H., McGonagle, D., rheumatoid arthritis. Arthrit.
cytokines, IL-beta and TNF-alpha Jarrett, S., et al., 2005. Infliximab Rheum. 43 (1), 3847.
by human macropgages. in combination with methotrexate Warner, T.D., Giuliano, F., Vojnovic, I.,
J. Immunol. 160, 35133521. in active ankylosing spondylitis: et al., 1999. Nonsteroid drug
Kidd, B.L., Langford, R.M., a clinical and imaging study. Ann. selectivities for cyclo-oxygenase-1
Wodehouse, T., 2007. Arthritis and Rheum. Dis. 64 (11), 15681575. rather than cyclo-oxygenase-
pain. Current approaches in the Mease, P.J., Kivitz, A.J., Burch, F.X., 2 are associated with human
treatment of arthritic pain. Arth. et al., 2006. Continued inhibition gastrointestinal toxicity: a full in
Res. Ther. 9 (3), 214. of radiographic progression in vitro analysis. Proc. Natl. Acad. Sci.
Klareskog, L., van der Heijde, D., patients with psoriatic arthritis USA 96 (13), 75637568.
de Jager, J.P., et al., 2004. following 2 years of treatment with Weinblatt, M.E., Keystone, E.C.,
Therapeutic effect of the etanercept. J. Rheumatol. 33 (4), Furst, D.E., et al., 2006. Long-term
combination of etanercept and 712721. efficacy and safety of adalimu-
methotrexate compared with each Moore, R.A., Tramr, M.R., Carroll, D., mab plus methotrexate in patients
treatment alone in patients with et al., 1998. Quantitative systematic with rheumatoid arthritis:
rheumatoid arthritis: double-blind review of topically applied non- ARMADA 4 year extended
randomised controlled trial. The steroidal anti-inflammatory drugs. study. Ann. Rheum. Dis. 65 (6),
Lancet 363 (9410), 675681. Br. Med. J. 316 (7128), 333338. 753759.
211
Chapter 16
Inflammatory arthritis
Anne OBrien MPhil Grad Dip Phys MCSP School of Health and Rehabilitation, MacKay Building,
University of Keele, Keele, UK
Catherine Backman PhD OT(C) FCAOT Department of Occupational Science & Occupational Therapy,
The University of British Columbia, Vancouver, BC, Canada
the odontoid peg from an anterior to posterior view a patients capacity for therapy. Key questions
through the mouth. include:
Magnetic resonance imaging (MRI) aids evalu- l Previous surgery?
ating synovitis, tenosynovitis and bursitis in the l Previous hospital admissions with outcomes?
hands and feet of newly diagnosed patients (Boutry
l Co-morbidities: cardio-vascular, respiratory,
et al 2003). MRI may be used more in future for
neurological or other conditions?
monitoring purposes (Cimmino et al 2004) as it is
l Diabetes or epilepsy?
more sensitive, detecting both soft tissue and bony
changes (Uetani 2007). l Fractures of unknown cause, indicating possible
More recent research has focussed on using ultra- osteoporosis?
sound scanning (USS) imaging in RA (Filippucci l Ongoing/outstanding medical investigations?
et al 2007), particularly to detect sub-clinical synovi- Ask the patient if there is anything they believe to
tis or bony erosions not evident with conventional be important to assess that has not yet been discussed.
radiology.
Drug history
Clinical evaluation This provides clues to disease severity and helps
determine optimal timing for therapy. Relevant
Initial assessment and ongoing evaluation will be aspects to note are:
undertaken by many multidisciplinary team mem- l Current prescribed and recently discontinued
bers. Although overlap is inevitable, therapists medication.
have a unique line of inquiry to establish a baseline l Current or recently prescribed corticosteroids
level of function, particularly related to activities of (orally, inhaled, intra-articular, intramuscular or
daily living, as well as identifying current clinical intravenous) or anticoagulant therapy.
problems. Ay et al (2008) reported that RA patients l Non-prescribed alternative or complimentary
experience most functional challenges with grip- medicines patients may need prompting to
ping, hygiene and grooming, running errands and discuss these.
shopping. For those in acute flare up, only a subjec- The timing of medication may also be relevant,
tive history may be possible, perhaps with part of especially for patients who have recently started or
an objective examination. Therapists work collabo- stopped disease-modifying anti-rheumatic drugs
ratively with patients to establish functional goals (DMARDs), biologics or received intra-articular
and devise plans to achieve them. injections. Knowing the timescale for drugs to reach
full efficacy is important when planning therapy.
Subjective assessment See Chapter 15 for further details.
It will be important for therapists to be aware of
History of presenting condition allergic reactions, including latex (for Theraband
purposes or if gloves are required).
The patients main problems must be identified
from the outset. Some information may be provided
on referral documentation. Therapists may have Social and functional history
access to in-patient or on-line records, but a careful This provides an understanding of the patients
and logical history will elicit: roles and responsibilities, typical daily activities
l Current symptoms, e.g. joint pain or EMS (which and any difficulties encountered in these as a result
may signal a flare up of arthritis). of symptoms or joint impairment. Understanding
l Any difficulty with family, work or leisure life. the activities the patient needs and wants to do
l Recent changes triggering referral to therapies. helps establish functional goals. Occupational per-
formance areas should be assessed (Law et al 2005):
l Self care: eating, bathing, grooming, toileting,
Past medical history dressing, taking medication
A relevant past medical history is needed, as cer- l Productivity: household work, caring for children/
tain treatments may be contraindicated or alter family members, employment, going to school
216 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
l Leisure: engaging in recreational pursuits and Case study 16.1 Newly diagnosed
socializing with others, both within the home patient-subjective history
and community.
The context in which these are performed is Ms Sarah Jones, aged 38, a part-time computer
also important to query, such as where the patient programmer and mother of two young children,
lives and works, household members, sociocultural consults her general practitioner. She complains of
expectations, community resources and transporta- a 6 month history of wrist and hand pain, increasing
tion. This helps establish priorities for intervention weakness in her grip and general fatigue. Initially, she
relevant to the patient. thought her symptoms related to a house move, but on
When problems are noted in self-care, productivity questioning, she admits things have not improved over
or leisure, probe for contributing factors, including time. She reports general body stiffness experienced
pain, physical factors (strength, endurance, mobility), in the mornings, recently lasting over an hour, and
or environmental factors (physical barriers, lack of episodes of swelling in the small joints of her fingers.
proper equipment for a particular task). This deter- This has made it difficult for her to work and she is
mines which observational assessments are neces- concerned as she has had to take some time off. She
sary. Discussing social roles provides an opportunity describes how she has trouble dressing my two-year-
to inquire about psychological status, such as depres- old and peeling vegetables. She has had some relief
sion resulting from withdrawal from valued activi- taking Ibuprofen medication.
ties or roles (Katz & Yelin 1994), cultural beliefs and
expectations, intimate relationships or coping issues.
Although not feasible to assess every area in an ini-
tial evaluation, one should be alert to those most rel- Case study 16.2 Patient with more
evant to the individual, their circumstances and stage established disease-subjective history
of illness. Some may be ready to act while others
may still be adjusting to the diagnosis or a change in Mrs Edwards, aged 62, has had RA for 22 years. She is
functional status and wondering how to cope. People referred to out-patient therapy following a right total
with more established disease may come to therapy knee arthroplasty 10 days previously. Medically, her RA
for specific and well-delineated purposes, as they are is managed with combination therapy (methotrexate
already experienced in managing their illness. and sulfasalazine). Over the years, she has learned
Asking the patient to describe their usual levels to listen to her body and recognizes how to pace
of mobility (including mobility aids and if mobility activities to manage fatigue. As a result of increasing
level has recently changed) helps the therapist plan knee pain and decreasing mobility prior to surgery,
objective assessment safely. Ask about estimated she was unable to maintain her exercise routine, and
walking distance, what limits this, e.g. pain or reports declining general strength and stamina. She
shortness of breath, whether steps or stairs have to is a little concerned about the stress placed on her
be negotiated (with or without banisters/stair lifts, hand and wrist while using a walking stick/cane as
etc.) and corroborate ability in objective examina- she recovers from surgery, because several joints are
tion. Subjective evaluation may include self-report subluxed. Mrs Edwards is a retired office manager and
measures of health and functional status (discussed lives in a small, one-level house with her husband.
later, and in Chs 4 & 5). Both are avid gardeners.
These two case examples illustrate how sub-
jective findings will guide organizing the objec-
tive examination. The presenting issues and Objective examination
functional priorities differ for each patient. When
time or patient tolerance is limited, focus on a few If possible objective examination should follow the
key issues for the objective examination and begin subjective history, but if a patient is acutely unwell,
priority interventions to establish the therapeutic this may not be feasible. A logical approach ensures
relationship. When necessary, evaluation and inter- nothing of great importance should be missed if
vention planning can evolve over subsequent visits. performed over several sessions. Whilst the focus
See the clinical pathway in Fig. 16.2 for a compari- will usually be the musculoskeletal system, a full
son of functional goals, assessment and interven- respiratory or neurological assessment may be
tion plan for Ms Jones and Mrs Edwards. required with some patients (see Table 16.2).
Chapter 16 Inflammatory arthritis 217
Screen referral; Use theory to Subjective data: Help patient identify Based on assessment Monitor Use
Example review health guide medical history, priorities and establish findings, develop plan response to interview
content record; conduct assessment and symptoms (pain, behavioural goals: to achieve each goal. interventions, and
at each initial interview; intervention: for fatigue, mood), specific, measurable, Physical modalities: disease observation
stage identify key example, priorities, daily realistic, with timeframe electrotherapy, ice, status, as well as
concerns re: biopsychosocial, activities, role for achievement. heat, hydrotherapy; functional outcome
pain, fatigue, biomechanical, participation General goals: reduce Exercise; status, measures to
mobility self rehabilitative, (employment, pain, fatigue and Joint protection (JP) progress determine
care, self-efficacy household, hobbies, stiffness; improve ROM and energy toward effect of
productivity, theory. social, intimate and strength; minimize conservation (EC); patient goals. intervention
leisure. relationships), illness external forces on Reassess & on body
Splints, assistive
Document perceptions, beliefs, joints; maintain general revise plan structures,
devices
consent expectations fitness, improve task as required. activity,
Environmental
Objective data: performance; enable Document participation,
modifications at
Active joint count, participation. throughout. and quality
home/work
ROM, muscle of life.
strength, mobility, Engage
hand function, patient in
functional status. evaluating
whether or
not goals
were
achieved.
Pathway Reports Biomechanical Newly diagnosed, 1. learn new ways to 1. Analyze tasks, apply Monitor and Evaluate
applied to difficulty with & rehabilitative concerned about manage child care, JP & EC principles modify effect goals.
Ms Jones computer work, approaches; impact on daily household, work 2. ergonomic evaluation of treatment. Measure
(early RA) dressing child, self-efficacy activities, not sure 2. implement office and solutions for outcomes
preparing (educate re: self- how to manage ergonomics, resume work (keyboard) (joint count,
meals; hand management) illness. Active joint work 3. ice, relaxation hand
pain, swelling. count = 17; grip 3. learn to manage pain function,
4. exercise
strength, hand 4. maintain mobility overall
dexterity, and function,
function. participation).
Reports Biomechanical, Resilient, well- 1. obtain appropriate 1. provide forearm Monitor and Evaluate
Pathway
concern about rehabilitative educated on arthritis walking aids crutches modify effect goals.
applied to
walking with approaches. management. 2. increase walking 2. graduated walking of treatment. Measure
Mrs Edwards
aids post-op Manages household, tolerance programme outcomes
(established
(stress on supportive husband. 3. refresh knowledge 3. gardening (walking
RA)
hands); wants Has post-op pain, of adaptive equipment, programme, speed and
to get fit for restricted ROM, JP & EC to work in assistive devices duration,
gardening. decreased stamina garden social
and walking participation).
tolerance.
*stages in this pathway based upon the Occupational Performance Process Model (Fearing & Clark 2000)
Figure 16.2 Clinical pathway for physiotherapy and occupational therapy for individuals with rheumatoid arthritis.
218 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
General Transfers, amount of assistance required, quality of Observe patients response to proposed therapy,
observation movement, sitting/standing postures, eye contact willingness to actively participate
UL joint Swelling and/or erythema especially MCP, IP and wrist Severity of hand signs and symptoms may not correlate
observations joints with poorer hand function
LL joint Foot posture whilst weight-bearing; medial arch flattening, Document regularly used assistive, orthotic devices
observations tendo-achilles angle, subluxation of MTP joints, tread on
footwear
Palpation Small joints of hands especially but any symptomatic joints; DAS-28 joint scoring adopted internationally (Prevoo
active or inactive synovitis, tenderness etal 1995)
Range of For UL, LL and spinal joints measure actively and passively. Should be linked with a functional goal
movement Note reason for limitation of range, muscle length and Reliability of goniometry disputed: standard errors
neurodynamics as appropriate. between 15 and 30
Measure with manual or electronic goniometry or eye-ball
technique
Muscle Note hand dominance power grip and key grip most Jamar dynamometry and pinch/key grip dynamometry
strength functional (Mathiowetz et al 1984)
Individual and key muscle groups should be assessed Oxford scale method (Medical Research Council, 1976)
depending on functional challenges
UL wrist extensors and rotator cuff muscles
LL quadricep and gluteal muscle groups
Joint stability Some agonist muscles may be a lot stronger than Key joints: wrists, MCP and IP joints in hands, knees, MTP
antagonist exacerbating instability at a joint joints and cervical spine
Mobility Gait patterns / mobility aids and support required Note quality of gait including stride length, cadence, heel
Steps/stairs strike, and distance the patient can (or cannot) walk
Note ability and safety
Transfers Sit to stand, lie to sit / assistive devices Make as functional and replicate home circumstances as
Note ability and safety much as possible
Exercise Borg scale (Borg 1985) is a speedy and pragmatic method Most patients have reduced exercise tolerance
tolerance where patients state their rate of perceived exertion (RPE)
Key: UL, upper limbs; LL, lower limbs; MTP, metatarsophalangeal, MCP, metacarpophalangeal; IP, interphalangeal
C B
Figure 16.3 Clinical features that may be observed in advanced RA in the hand and foot in RA. (A) Ulnar deviation and
rheumatoid nodules, (B) Swan-neck and Boutonniere deformities, (C) RA- forefoot deformity with callosity under MT head.
With permission from: (A) Matteson EL Ch.69 Extra-articular features of rheumatoid arthritis and systemic involvement,
Fig 69.4 p782, (B) Gordon DA and Hastings DE 2003 Ch. 68 Clinical features of rheumatoid arthritis Fig 68.7 p771,
(C) Gordon DA and Hastings DE 2003 Ch. 68 Clinical features of rheumatoid arthritis Fig 68.15 p776. In: Hochberg MC et al
(eds) Rheumatology 3rd edn, Elsevier, London.
support should be discouraged and trainer type Important first treatments - early
footwear, possibly with velcro fastening, promoted recognition of signs and symptoms
for both safety and joint protection reasons.
Because RA is episodic, recognising when a patient
is entering a flare up phase is very important.
Assessment of occupational Patients should be aware of a sudden increase in
performance (functional joint swelling with associated pain, increasing EMS
assessment) as well as over-whelming fatigue. Experienced
patients will recognise signs and symptoms and
The initial interview identifies priority occupational
appropriately self-manage, but the newly diag-
performance issues and guides selecting additional
nosed may need guidance. Therapists are ideally
evaluations to determine underlying performance
positioned to help the patient to identify tell-tale
components or environmental conditions contri
signs, and manage the situation to best advantage.
buting to the problem (Backman & Medcalf 2000).
For example, for acute joint effusions (red, warm,
In addition to ROM, strength, and mobility, evalua-
swollen and painful joints), local treatments like ice
tion may include:
and resting splints are indicated. To alleviate more
l Hands-on evaluation of soft-tissue integrity systemic pain and fatigue, balancing rest and activ-
l Hand dexterity (e.g. pegboard tests) ity will help significantly. Some gentle daily activity
l Hand function (pottering in the home, gentle stretching) is impor-
l Symptoms affecting occupational performance, tant to prevent soft tissue shortening, but during the
e.g. pain and fatigue acute few days of a flare many patients will benefit
l Specific activities of daily living (ADL), from additional chair or bed rest. The balance is spe-
instrumental ADL (IADL), work, or leisure cific to each individual and dependant upon which
assessments, as indicated by the clients joints are involved. Ensuring family members and
problems and priorities. significant others understand this principle is essen-
tial and therapists can often play an important role
Useful measures are summarized in Table 16.3
acting as an advocate for the individual.
and outcome measures for baseline and follow up
Flare ups can be induced by stress and signifi-
assessments are discussed in chapters 4 and 5.
cant life events (Curtis et al 2005, Straub et al 2005)
During formal evaluation, particular attention is
but the aetiology may also be unexplained. Early
given to assessing hand function because RA typi-
recognition and prompt management can minimise
cally affects these joints and the hands are involved
effects. Appropriate medication, as well as using
in almost all daily activities. Early hand involvement
ice (with hot joints, unless Raynauds phenomenon
is one of the strongest predictors of poor outcomes
is an issue) or heat in the form of hot packs, warm
in RA (Schumacher et al 2004). Early detection and
showers or baths when muscular spasms are pain-
intervention through hand therapy may be one
ful, can all ease symptoms.
way to improve outcomes. Questionnaires measur-
ing overall function may not be sensitive enough to
capture specific problems with hand use in every- Identification of red flags
day activity (OConnor et al 1999). Detailed obser-
vations of joint effusions, synovial proliferation, l Joint instability of the cervical spine occurs
ligamentous integrity and deformity also contribute as a consequence of repeated flare ups and
to a comprehensive hand assessment. Combining over-stretching of the surrounding ligaments
subjective and objective measures gives an overall (Dreyer & Boden, 1999). Patients may report
picture of functional status. sensory or motor changes, e.g. paraesthesia/
The ICF (World Health Organization, 2002) dis- anaesthesia, a history of dropping items or
tinguishes between activity limitations and par- recent falls without obvious cause. A detailed
ticipation restrictions. To capture these changes, neurological examination should follow to
specific measures of activity and participation are include dermatomes, myotomes and reflexes for
being developed or refined, potentially as part of both upper and lower limbs. Symptoms should
a core set of outcome measures (Uhlig et al 2007). be promptly reported to the Rheumatology
Staying abreast of emerging tools will improve Consultant. Follow-up may include onward
comprehensive and valid functional assessment. referral to either orthotists for assessment for
Chapter 16 Inflammatory arthritis 221
Health Assessment Questionnaire HAQ: Self-report of difficulties performing 20 ADL tasks (in 8 Fries et al 1980
Disability Index (HAQ) and HAQ-II categories). HAQ-II: 10 item version. Wolfe 2005
Medical Outcomes Study Short Health survey with 8 subscales: physical function, social function, Ware & Kosinski, 2001
Form-36 (SF-36) mental health, pain, physical role limitations, emotional role
limitations, energy/fatigue, and general health
Impact of fatigue on function
Multi-dimensional Assessment of 16-item questionnaire addressing fatigue severity, frequency, Belza 1995
Fatigue (MAF) distress and impact on ability to perform 11 activities
Parenting disability
Parenting Disability Index Self-report of difficulty caring for children 5 yrs, 612 yrs, and/ Katz et al 2003
or 12 yrs
Participation
Keele assessment of participation Self-report, 11-item questionnaire; measures whether or not one is Wilkie et al 2005
engaging in activities when and as they would like
Social role participation Self-report questionnaire rating salience and satisfaction with 10 Gignac et al 2008
questionnaire domains of social participation
Work disability
Ergonomic Assessment Tool for Customized self-assessment and semi-structured interview re: work Backman et al 2008
Arthritis organization, job demands and environment
Work Limitations Self-report questionnaire rating difficulty performing 25 specific job Lerner et al 2001
Questionnaire demands
Work Instability Self-report, 23-item questionnaire to identify risk for problems Gilworth et al 2003
Scale believed to lead to work disability
cervical collar/brace or to spinal surgeons. For but many orthopaedic surgeons also manage RA
approximately 50% of patients, neurological patients with spinal instability. Ignoring signs
deficit can subside following surgery to of spinal instability could lead to tetraplegia, so
improve cervical instability, but mortality vigilance by the therapist is required.
rates can be significant (Ronkainen et al 2006). l RA patients receiving steroid therapy may
Neurosurgeons may be the preferred first option, notice excessive bruising often due to low
222 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
platelet counts. Consequently, it is important (Heller & Shadick 2007). The purpose and intended
therapists handle patients carefully to avoid skin outcome for each stage of therapy should be dis-
damage. Healing in general may be slow in RA cussed to clarify realistic expectations. As a rule
(Boardman et al 2001) and ulceration from skin the earlier a referral is made to therapists, the more
abrasions can take months to heal. Precautions successful interventions will be, especially if joint
include keeping nails short, removing jewellery protection principles are adopted early on in joint
(e.g. wrist watches or rings) that may catch disease. However for some individuals the shock
on the skin and ensuring that foot plates are of diagnosis may mean time is required to contem-
correctly positioned to avoid calf contact during plate, before any actions can be positively adopted.
wheelchair transfers. Patients receiving anti-TNF Therapists should include promotion of long term
therapies may also have slower healing rates and health in their treatment strategies (see Ch. 6) and
more infection complications, especially post facilitate the patient to remain in work or education.
surgery, although some dispute this (Bibbo & In the context of inter-professional practice, physio-
Goldberg 2004). therapy and occupational therapy colleagues work
collaboratively with patients to achieve shared ther-
apy objectives. Increasingly, therapy will be deliv-
Rehabilitation interventions for RA ered in community settings and the emphasis will
continue to be on empowering the individual to
Guidelines for pharmacological and non-pharmaco- manage their own symptoms.
logical management of RA have been documented
in both the United States (American College of
Rheumatology 2002) and Britain (Luqmani et al Exercise therapy
2006, NICE 2009). Special attention has been given Exercise therapy, in its many possible settings, is the
to early RA management to minimize disability mainstay of physiotherapy treatment (Hurley et al
(Hennell & Luqmani 2008), and to rehabilitation 2002, Lineker et al 2006). Exercise is prescribed to:
interventions (Hammond 2004). There is some evi- improve joint range and muscle power, maximise
dence to show RA symptoms are relieved by ther- joint stability, increase exercise tolerance, reduce
motherapy, laser therapy, acupuncture, splints morning stiffness/muscle spasm and thereby asso-
and assistive devices; and that pain and function ciated pain. The overall aim is to optimise function
can improve with patient education, joint protec- in ADL. Physiological benefits are well known,
tion behaviours, exercise therapy, hand exercises, but Hurley et al (2003) also documented many
and cognitive-behavioural therapy. However since psychosocial benefits of exercising in osteoarthri-
Hammonds review in 2004 few treatment studies tis, much of which is applicable in RA. Lee et al
have been published and well-designed rehabilita- (2006) evaluated exercising three times a week for
tion trials are still required to identify which treat- at least 20 minutes for more than 6 months and
ments work best for patients at different disease found that exercisers with RA experienced signifi-
stages. cantly less fatigue and disability compared with
Figure 16.2 introduced a clinical pathway from non-exercisers. Patients report that pain remains
assessment to outcome evaluation, providing an a significant barrier to their exercising (Bajwa &
overview of occupational therapy and physical Rogers 2007) so unless this is addressed and an end
therapy management. Specific interventions are purpose understood, exercise may seem irrelevant
summarized in turn below. at best, painful at worst and therefore rarely under-
taken independently.
Physiotherapy evidence-based Key features of exercising with RA:
treatment programmes l Relate any exercise to improving performance
The Association of Rheumatology Health Profes of individually relevant functional tasks;
sionals has published standards of care document- individualise range, resistance, eccentric,
ing physical therapy competencies in rheumatology concentric muscle work, length of hold of
(2006), based on work by Moncur (1988). Treatment contraction
programmes must be individualised and devised l Wherever possible, minimise pain first
in agreement and collaboration with the patient l Avoid uncontrolled end of range movements
Chapter 16 Inflammatory arthritis 223
l Aim to improve exercise tolerance as well as muscle atrophy and general deconditioning help
increasing range of movement/muscle strength the individual to maximise quality of life long term.
and joint stability Patients should be reassured it is never too late
l Reassure new exercisers that join/muscle aches to start and regular exercise can be beneficial for
may last up to 30-60 minutes after exercise this everyone.
is normal! Research has demonstrated that hand exer-
l Dosage should be individualised most benefit cises improve hand function over a six month
from some daily exercise (ARC, Keep Moving period (OBrien et al 2006). A combination of daily
leaflet, 2005) stretching and strengthening exercises improved
l Modify exercise during a flare; focus on
hand function as measured by the Arthritis Impact
maintaining range but without resistance Measurement Scales upper limb function subscale.
Further research into this is ongoing.
l Minimise use of equipment so exercise can easily
be performed at home
l Written information should support exercise Hydrotherapy
instructions and include SOS contact details. Hydrotherapy uses the properties of water, buoy-
Within the United Kingdom, Arthritis Care ancy, turbulence and drag during exercise to
and Young Arthritis Care organisations encourage achieve an end functional goal. Hydrotherapy
individuals to exercise in groups. This is popular remains popular, despite efficacy having been chal-
and helps individuals remain motivated. Similarly, lenged in some studies (Verhagen et al 1997, 2004).
People with Arthritis Can Exercise (PACE) pro- However, benefit has been demonstrated (Hall et al
grammes operate in the USA and JointWorks and 1996) with patients reporting continued pain relief
Waterworks are offered by the Arthritis Society and reduced morning stiffness by diminishing mus-
in Canada. These group initiatives are cost effective cle spasm. Some consider this an expensive resource
and for many peer support is invaluable. For others, (Epps et al 2005) not available to all. Consequently,
exercising 1:1 with a therapist or alone is preferred therapists should be clear about their rationale for
(Bajwa & Rogers 2007) and therapists should select prescribing hydrotherapy as opposed to land-based
or produce audio-visual material to support this. exercise. However, it may be cost-effective if suf-
Tai Chi has become increasingly popular among ficient numbers utilise the resource throughout
people with arthritis. Whilst evidence is limited, the day.
Han et al (2004) report no detrimental affects in RA
patients. A higher level of participation and gen-
erally greater enjoyment was also documented,
Cryotherapy
compared with a traditional range of movement For many patients cryotherapy can be a useful
exercise class. adjunct to treatment of hot swollen joints (Robinson
Previously, concern has been raised about exer- et al 2006) before or after exercise. For most patients
cise potentially increasing joint pain and exacerbat- a simple ice pack can be replicated at home by using
ing inflammatory disease, especially during a flare frozen peas or equivalent to ease symptoms tem-
up. However, many studies reassure therapists porarily (Hirvonen et al 2006). Information relating
and patients alike that appropriately prescribed to optimal dosage and frequency remains illusive.
exercises are significantly beneficial (Bearne et al Contraindications should be checked prior to treat-
2002, Kennedy 2006, American Physical Therapy ment, e.g. a significant number of RA patients have
Association Ottawa Panel 2004a, Panel 2004, Van Raynauds phenomenon.
den Ende et al 2000, 2006).
The frequency of exercise required remains gen-
erally poorly documented and evaluated. Many
Thermotherapy
recommend daily practice of simple stretching exer- Some patients experiencing muscle spasm or morn-
cises to maintain or improve joint range for all large ing stiffness report benefits from applying heat and
joints e.g. shoulder, hip and knee, and strength many report a morning shower minimises morn-
exercises most days (ARC 2005). ing stiffness. Simple hot packs can be used, heated
For all, early exercise therapy should be encour- up in microwaves at home. Evidence for thermo-
aged. Prophylactic exercises to prevent contractures, therapy remains limited, but no detrimental effects
224 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
have been reported (Welch et al 2002). Wax therapy, Management Physiotherapy Physiotherapy
previously popular especially for hands, is less methods short term aims long term aims
favoured today as being too passive a treatment.
Benefit is only maintained if followed by hand exer- Physical modalities: Reduce/minimise Independently
pain, fatigue and manage symptoms,
cises (Dellhag et al 1992). Therapists should be cau- Heat, ice,
morning stiffness recognise a flare
electrotherapy,
tious of applying heat to joints with active synovitis. hydrotherapy and know when/
where to seek
Some evidence indicates that metalloproteinases are further
Improve joint management
activated with increasing temperature which could range of advice
Exercise therapy movement
accelerate degeneration of hyaline cartilage (Yasura
et al 2006). However, the clinical relevance of this is
Maximise joint
yet to be established in RA patients. Improve muscle range, muscle
power power and
independence
with general
mobility, transfers
Electrotherapy Application of joint
Improve /maintain and all activities
cardiovascular of daily living
protection, energy fitness
Many electrotherapy modalities have historically conservation and
ergonomic
been used, but studies have been criticised for lack principles Enable
of methodological rigour as well as low sample Minimise external performance of
forces acting on self care,
sizes. The American Physical Therapy Association joints productivity and
Splints, orthoses leisure occupations
Ottawa Panel has published practice guidelines and assistive in support of major
(2004b) for electrotherapy in RA. This panel recom- devices
Improve
life roles (parent,
partner, employee,
mends the use of therapeutic ultrasound, low level performance of student, etc.)
specific tasks: grip,
laser, transcutaneous electrical nerve stimulation Environmental walking, transfers;
(TENS), electrical stimulation and thermotherapy. modifications at at home, e.g.
home or workplace cooking and work,
Berliner & Piegsa (1997) studied the physiologi- e.g. keyboarding Facilitate optimal
quality of life,
cal effects of continuous therapeutic ultrasound in health and well-
a water bath on skin microcirculation and tempera- being
Respect your pain Reduce time and/or effort spent on an activity if pain occurs and lasts for more than 2 hours after
the activity has been discontinued. Avoid nonessential activities that aggravate your pain
Balance rest and work Take short breaks during your work. For example, take a 5-minute rest at the end of an hour of
work. Intersperse more active tasks with more passive or quiet work
Reduce the amount of effort needed Use assistive devices such as a jar opener or lever taps. Slide pots across the counter instead of
to do the job lifting. Use a trolley to transport heavy items. Use a raised toilet seat and seat cushion to reduce
stress on hips, knees, and hands. Use frozen vegetables to minimize peeling and chopping
Avoid staying in one position for Change position frequently to avoid joint stiffness and muscle fatigue. For example, take a 30-
prolonged periods of time second range of motion break after 1020 minutes of typing or holding a tool; after standing for
20 minutes perch on a stool for the next 20 minutes; walk to the mailroom after 2030 minutes
sitting at your desk
Avoid activities that cannot Plan ahead. Be realistic about your abilities so you dont walk or drive too far, or leave all your
be stopped immediately if you shopping and errands to a single trip
experience pain or discomfort
Reduce unnecessary stress on your Use a firm mattress for support. Sleep on your back with a pillow to support the curve in your
joints while sleeping neck. If you prefer to lay on your side, place a pillow between your knees and lay on the least
painful side
Maintain muscle strength and joint Do your prescribed exercises regularly. Strong muscles will help support your joints. Regular
range of motion exercise will reduce fatigue
Use a well-planned work space Organize your work space so that work surfaces and materials are at a convenient height for you,
to ensure good posture. Place frequently used items within close reach. Reduce clutter by getting
rid of unnecessary items, or storing less frequently used items away from the immediate work
space
Note. From the Mary Pack Arthritis Program, Vancouver Coastal Health, Vancouver, BC Canada. Used with permission.
vocational counsellor, social worker or psychologist dexterity (Haskett et al 2004). During flares, rest-
to resolve complex employment, family, or emo- ing splints may be recommended for the wrists and
tional issues. hands, knees, or elbow, at night use or during day-
time rests. A systematic review concluded there is lit-
tle evidence that resting splints improve function, yet
Splinting
patients prefer using them rather than going with-
Splints support and protect joints, minimize pain, out, suggesting they alleviate pain (Egan et al 2001).
and enhance function. They may provide localized For prolonged MCP joint effusion, MCP protec-
rest to reduce pain and inflammation (e.g. a hand tion splints may be indicated. These restrict flexion
resting splint, see Fig. 16.6a); enhance joint stability and ulnar deviation at the MCP joints with the intent
to improve function (e.g. a wrist splint to improve to prevent or minimize subluxation. One study, using
ability to grasp, lift and carry items, see Fig. 16.6b); x-rays to evaluate 27 hands with RA, showed that
align joints in a stable anatomical plane to minimize while worn the splints corrected the alignment of
deformity and stretching of the joint capsule and liga- all MCP joints except the index finger (Rennie 1996),
ments (e.g. a silver ring splint to position a swan-neck although long-term benefits have not been evaluated.
deformity of the finger into a slightly flexed posture, Foot orthoses in combination with supportive shoes
see Fig. 16.6c); or facilitate recovery from surgery (e.g. (Fig. 16.6d) support the transverse and longitudinal
dynamic flexion or extension splints following arthro- arches of the foot, alleviate metatarsalgia, and enable
plasty or tendon repairs to encourage early finger people with RA to walk comfortably (Chalmers et al
motion in a controlled range (Backman et al 2004). 2000, Hawke et al 2008) (see also Ch. 13).
A more comprehensive discussion of splinting
is presented in chapter 12. With respect to RA, evi-
dence suggests that wrist splints improve hand Assistive devices and environmental
strength (Haskett et al 2004, Pagnotta et al 1998) and modifications
reduce pain (Haskett et al 2004, Veehof et al 2008), Dozens of assistive devices are available to accom-
and after a break-in period, do not compromise modate physical limitations or promote adherence to
Chapter 16 Inflammatory arthritis 227
A B
C D
Figure 16.6 Splints used in RA. (A) hand resting splint; (B) wrist splint; (C) anti-swan neck silver ring splint; (D) foot orthosis
and supportive shoe.
joint protection principles. Common devices include stress on the hands and wrists, counteracting the
jar openers (to accommodate for weak grasp), long- intended benefit. Devices that fail to resolve the
handle shoe horns, sock aids, or dressing sticks (to functional problem are not used. However, in one
accommodate limited motion), and raised toilet seats follow-up study, as many as 91% of kitchen devices
(to reduce stress on hips, knees, and hands, because reduced pain and were still in use by women with
the higher seat means less need to push up). Once only RA 6 to 12 months after they were first provided
available through therapy departments and medical (Nordenskiold 1994). Not all patients are ready to
supply catalogues, the move toward universal acces- consider multiple assistive devices and environ-
sibility means many helpful devices can be found in mental modifications at once, and some devices
department, hardware, office supply and other shops. reinforce beliefs about being disabled. Limit rec-
For example, cook shops have an array of utensils with ommendations to the most important problems
large grips, making grasp easier for all, not just people first, and build on successes as they occur.
with RA. They also have lightweight dishes and small Home modifications may enhance independ-
appliances for easy use at counter height. Ergonomic ence and functional capacity. Physical environment
office equipment, appropriately selected, facilitates modifications can be divided into three categories
improved posture to minimize pain and fatigue. (Mann et al 1999): re-arranging the living environ-
Not all assistive devices will fit all patients, ment, such as moving dishes to lower shelves; add-
and careful assessment and patient education may ing to the environment, such as the placement of
be necessary to prevent inappropriate suggestions. hooks and storage bins to keep frequently used sup-
The long-handled reacher that accommodates plies within easy reach; and structurally modifying
decreased range of motion may present a mechani- the environment, such as installing a walk-in shower
cal disadvantage in some situations, putting greater or ramps in place of stairs. Such modifications help
228 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Useful websites
Arthritis and Musculoskeletal Alliance (ARMA). British Health Professionals in Rheumatology (BHPR).
Standards of Care for people with inflammatory http://www.rheumatology.org.uk/bhpr.
arthritis. http://www.arma.uk.net. The Health Talk Online Website personal experiences
Association of Rheumatology Health Professionals of health and illness Rheumatoid Arthritis. http://
(ARHP), 2006. Standards of practice: Physical www.healthtalkonline.org.
therapy competencies in rheumatology http://www. The Wright Stuff Arthritis Supplies. www.
rheumatology.org/arhp/practice/standards. arthritissupplies.com.
Musculoskeletal Services Framework Document Able Data, hundreds of assistive devices and
Department of Health UK. http://www.dh.gov. technologies. www.abledata.com.
uk/en/Publicationsandstatistics/Publications/ Arthritis Foundation (US), includes community-based
PublicationsPolicyAndGuidance/DH_4138413 self-management, exercise programs and resources
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235
Chapter 17
Osteoarthritis
Krysia Dziedzic PhD MCSP Arthritis Research Campaign National Primary Care Centre, Primary Care Sciences,
Keele University, Keele, UK
Susan L. Murphy ScD, OTR/L Department of Physical Medicine and Rehabilitation, University of Michigan and Veterans
Affairs Ann Arbor Health Care System, Ann Arbor, MI, USA
Helen Myers PhD MSc BSc Arthritis Research Campaign National Primary Care Centre, Primary Care Sciences, Keele
University, Keele, UK
n As the population ages in the western world the increased risk of hand OA in first-degree relatives
proportion of people with OA in the population is (siblings, parents, offspring) of people with hand OA
increasing. The impact of OA is significant and will be (Doherty 2000). Sisters of women with Heberdens
the fourth largest cause of disability by 2020. nodes are more likely than expected to have Heber
n Core treatments such as exercise, physical activity dens nodes themselves in their fifties (Stecher 1941).
and information about OA are recognised as Early changes in the knee joint such as loss of medial
important for all patients considered to have the cartilage volume and muscle strength have been
diagnosis, and therapists have an active role to play found to have a high hereditary component (Zhai
in the management of people with OA. etal 2005).
n Positive messages that something can be done for
people with OA should be conveyed to patients. Obesity
n OA is a chronic long-term condition and should
therefore be managed as such with appropriate Being overweight has been found to precede
review and reassessment throughout the course of the development of knee OA (Felson et al 1997).
the condition. Obesity increases the mechanical load on the knee
joint and being overweight also increases the risk of
disease progression (Dougados et al 1992, Schouten
et al 1992).
Introduction
adults in the UK with pain and disability that could Morbidity and mortality
be attributed to arthritis, with OA the most com-
mon form of all the arthritis conditions. OA is common in older adults and as the western
OA generally affects more females than males, population increases in age the proportion of peo-
(Felson et al 1987, Lawrence et al 1998, van Saase ple with OA in the community will increase. It has
et al 1989) however, a recent meta-analysis showed been estimated that OA will be the fourth lead-
that these gender differences may be dependent on ing cause of disability by 2020 and the 6th leading
the joint site. Specifically, females tended to show a cause of years lived with disability (Woolf & Pfleger
higher prevalence of knee and hand OA compared 2003).
to men but no differences were found in prevalence
of hip OA (Srikanth et al 2005).
The prevalence of OA increases with age as OA is Global impact
irreversible. Approximately 10% of the worlds pop-
ulation over 60 years will have symptoms that can In the UK in 19992000, 36 million working days were
be attributed to OA (Symmons et al 2003). Based on lost due to OA, at a cost of 3.2 billion in lost produc-
estimates from US population data, nearly every- tivity (Department for Work and Pensions cited in:
one over the age of 65 years will have at least mini- Arthritis Research Campaign 2002). At this time, 43
mal radiographic signs of osteoarthritis at one joint million was also spent on community services and
site (Lawrence et al 1998). There have been very few 215 million was spent on social services tackling
studies of the incidence of OA despite this being the OA-related problems (ARMA 2004). The total cost of
commonest form of arthritis. Oliveria et al (1999) OA in the UK has been estimated to be equivalent of
report the incidence of OA to be 671 in women and 1% of Gross National Productivity per year (ARMA
399 in men per 100,000 adults. 2004, Doherty et al 2003, Levy et al 1993).
OA is often asymptomatic in individuals, but by Arthritis treatment is associated with a large eco-
far the most common symptom that leads an indi- nomic burden on the US healthcare system (esti-
vidual to seek a diagnosis and treatment is pain. mated at $86 billion in 1997) (Murphy et al 2004).
Figure 17.1 describes a staircase of the prevalence This burden is likely to become even greater with the
of OA of the knee presenting in primary care (Peat projected increase of arthritis to 20% of the US popu-
et al 2001). It shows how the association between lation by 2030 (Center for Disease Control 2003).
joint signs on x-ray and joint pain experienced
strengthens as people progress up the staircase.
Aetiology, pathology, immunology
Figure 17.2 99mTc-MDP bone scan delayed planar image Figure 17.3 Osteoarthritis in the hands with Heberdens
of the hands demonstrates increased tracer uptake within nodes seen on the distal interphalangeal joints and
bilateral first CMC joints and bilateral radiocarpal joints, as enlargement at the proximal interphalangeal joints.
well as within the left third DIP joint, right third and fourth Copyright, Smooth study.
DIP and second PIP joints. Patient had history of prior trauma
to the bilateral wrists and had a distribution of findings on
radiographs consistent with osteoarthritis. From Hochberg
MPH (2008) Figure 31.14 Nuclear medicine with permission can also be present when mobilising after resting
from Elsevier Ltd, London. for a prolonged period of time. The hip, knee (tibi-
ofemoral, tibia and patellofemoral joints) and hand
(carpometacarpal joint, distal interphalangeal and
athletes and people at younger ages while primary proximal interphalangeal joints) are the most fre-
OA, in which one or more joints are affected, is most quently affected sites. In the hands, nodes, which
prevalent among older adults. were first described by William Heberden (1710
1801) can be present. If nodes are present in the distal
interphalangeal joints they are classed as Heberdens
Disease activity, progression, nodes (Fig. 17.3) and in the proximal interphalangeal
prognosis, inflammation joints, Bouchards nodes.
OA is diagnosed either by X-ray, clinical examina-
OA is commonly known as a non-inflammatory tion, or a combination of the two. Radiographic con-
condition, however, it is increasingly recognised firmation of OA involves examination of the presence
that variable degrees of local inflammation can of joint changes and severity of the disease and is
occur (Symmons et al 2003) and that treatment often measured on the Kellgren and Lawrence scale
approaches targeted at inflammation may be appro- (Box 17.1) (Kellgren & Lawrence 1957).
priate at certain stages of the disease (NICE 2008, Some studies have found that radiographic
Zhang et al 2007a, 2007b). severity of OA is not highly correlated with joint
pain, (Birrell et al 2005, Hannan et al 2000) there-
fore a clinical examination is recommended (ARMA
Diagnosis, differential diagnosis, 2004). The American College of Rheumatology
special tests (ACR) has established clinical criteria used to clas-
sify knee, hip and hand OA for research studies
Whilst it is recognised that asymptomatic radio- which includes symptoms as well as joint changes.
graphic OA exists, in clinical practice patients fre- To establish knee OA according to the ACR clinical
quently present with symptomatic joints with or criteria, patients need to report knee pain and have
without accompanying changes on X-ray. OA pain 3 of the 6 following criteria:
may be accompanied by morning stiffness, which l age 50 years
occurs on first wakening in the morning and lasts l morning stiffness of the knee 30 minutes
less than 30 minutes. The sensation of joint stiffness duration
Chapter 17 Osteoarthritis 239
BOX 17.1 Kellgren Lawrence Scale for describing initial studies provided support for the use of
radiographic OA (Kellgren & Lawrence 1957) clinical criteria to classify OA without radiographs,
a recent study found that in the knee the criteria
0 Normal may only be sensitive in detecting later stages of
1 Doubtful joint space narrowing and possible OA (Peat et al 2006). X-ray is often still considered
osteophytes the gold standard in OA diagnosis (Altman et al
2 Definite osteophytes and possible joint space 1986 & 1991).
narrowing A differential diagnosis is helpful to exclude
3 Moderate multiple osteophytes, definite joint space patients who have inflammatory arthritis. No spe-
narrowing, some sclerosis and possible deformity of cial laboratory tests are indicated to confirm OA but
bone ends patients who have suspected inflammatory arthritis
4 Large osteophytes, marked joint space narrowing, may need blood tests to rule out these conditions
severe sclerosis and definite deformity of (Zhang et al 2009). As OA affects a high proportion
bone ends of older adults, it is essential to recognise that such
individuals may also have a number of co-existing
conditions e.g. cardiovascular problems, diabetes
(Kadam et al 2004).
l crepitus on active motion
l tenderness of the bony margins of the knee joint
(tested by palpating)
l bony enlargement noted on examination
Clinical presentation, clinical
features, clinical subsets
l or no palpable synovial warmth.
Back Front
Left Right Right Left
Fatigue
Fatigue is an understudied but prevalent symptom
in OA. It is associated with decreased physical func-
tion and disability in mobility activities (Avlund
etal 2003, Wolfe 1999). Fatigue is also highly associ-
ated with pain (Wolfe et al 1996b, Zautra et al 2007).
The mechanisms of fatigue, however, in people with
OA remain unclear. In knee OA, it is hypothesized
that quadriceps fatigue during prolonged walking
in older, obese people may contribute to OA devel-
opment and progression (Syed & Davis 2000). The
experience of fatigue is likely to be multi-faceted
for people with OA. For instance, people who have
higher daily fatigue are found to have less positive
emotions within the day (Zautra et al 2007) and
decreased physical activity (Murphy et al 2008).
Whereas OA pain has been well studied, future
work will need to examine the symptom of fatigue
in OA in order to best refine treatment strategies.
Figure 17.5 Common deformities of lower limb OA. Bowing
of the right femur. A forward and lateral deformity provoking
Joint enlargement and nodes excruciating pain, due to varus osteoarthritis of the knee and
Joint enlargement is one of the hallmarks of OA, shortening of the right lower limb. From Hochberg Mc et al
however the reliability of clinical assessment of joint (2008) Figure 195.4 with permission from Elsevier, London.
enlargement is variable. The clinical classification of
hand OA using the ACR clinical criteria (Altman
etal 1990) uses joint enlargement as a feature to dis-
tinguish OA from RA. Heberdens nodes are found
at the DIP joints and are seen as pea-like structures
on the dorsolateral aspect of the joint (Fig. 17.3).
Bouchards nodes are seen at the PIP joints. Finger
nodes and joint deformities do not always cause
significant pain or disability however they might
cause dissatisfaction with hand appearance.
Joint deformities
Structural changes within the OA joint can lead
to joint deformity. Figures 17.5 and 17.6 illustrate
common joint deformities of the lower limb and
hands. Malalignment can be either varus (bow-leg-
ged) or valgus (knock-kneed) (Issa & Sharma 2006).
A quadriceps lag and fixed flexion deformity are fea-
tures seen at the knee joint and flexion contractures
may occur at the hip. Lateral deviation and flexion
of the finger joints and subluxation and adduction Figure 17.6 Common deformities of thumb OA.
at the thumb base are common hand deformities.
signs of inflammation (bursitis). In the hand, if more
than two metacarpophalangeal joints are swollen
Effusion
then inflammatory arthritis should be considered
Mild joint effusions in the knee are not uncommon (Altman et al 1990). A hot, swollen joint is a red flag
and the prepatella and anserine bursae may show for OA and warrants immediate investigation.
242 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Choice of functional test or measurement tool will recommendations for the management of OA
be dependent on a variety of factors, such as the (Zhang et al 2007b) and the European League
clinical setting, time available and purpose of assess- Against Rheumatism (http://www.eular.org/) has
ment. Hand function can be measured using a vari- published EULAR recommendations for hip, knee
ety of performance based standardized tests, such and hand OA.
as the Grip Ability Test (Dellhag & Bjelle 1995) and In all guidelines there is emphasis on evidence-
physiological tests such as grip and pinch strength based programmes, condition specific recommen-
(measured using the Jamar dynamometer and B & dations and systematic reviews. Whilst many of the
L pinch gauge respectively) (Mathiowetz et al 1985). treatments are not evidence based they are consid-
Quadriceps strength testing (Sharma et al 2003) and ered a best care approach and have been agreed by
timed physical function (Guralnik et al 1994) have consensus (e.g. Zhang et al 2007a, b).
been shown to be valid and reliable for the knee. All guidelines recognise that there are common
The International Classification of Functioning core treatments that should be available to all peo-
(ICF see Ch. 4) provides a useful model for the ple with OA. Core treatments include access to
mapping of specific assessment tools. It may be information, advice on activity and exercise ther-
more appropriate to identify a measure of partici- apy, weight loss if overweight and the optimal use
pation (Wilkie et al 2004) or social networking for of paracetamol and topical NSAIDs for pain relief.
some patients with OA than identifying the severity
and location of joint pain. Understanding a patients
workplace requirements is also important for those Aims and principles of
continuing in work (see Ch. 9). management
If a patient has been given a diagnosis of OA occur in the lives of many individuals and difficul-
then the therapist should provide support and posi- ties with remaining employed (Gignac et al 2008).
tive messages about treatments that can be offered The management plan should include review
(ARMA 2004, NICE 2008). (e.g. annual) and reassessment of health status
The aims of treatment are to control symptoms, and needs (ARMA 2004), as OA is a chronic, long-
limit deterioration and maintain functional status. term condition that requires monitoring over time.
Therapists need a comprehensive understanding of Information should be made available to people
the impact of OA on the persons physical, psycho- on how to relieve symptoms and when to consult
logical and social well-being, quality of life, daily a health professional for further help, for example
activities, occupation, mood, relationships and if symptoms and functional capacity are worsening
hobbies. despite treatment (ARMA 2004).
Occupational performance can be affected by Treatment should be patient-centred and plans
arthritis, leading to absenteeism and job disrup- should be developed in partnership. Figure 17.7
tions, reduced hours, changing jobs, and leaving illustrates an example of a clinical pathway for an
employment (Gignac et al 2008). Even when indi- individual presenting with generalised OA.
viduals are able to remain in employment, produc- Individuals with symptoms from OA are fre-
tivity losses are common, e.g. being unable to take quently managed in primary care. In this setting
on extra work. The impact that OA has on work OA is defined as a clinical syndrome, where adults
leads to diverse employment changes that may 45 years and over presenting with joint pain and
Essential / Core Biomedical Aims: Symptom management, Document: Arthritis Care (AC)
Access to information Current symptoms Prevent deterioration, Maintain Informed consent Arthritis Research Campaign
Patient education Physical examination and enhance functional status, Aims of treatment (arc)
Advice on increased findings Enable self-management, Plans of treatment NHS Evidence
general activity and fitness Function and disability Offer positive messages about short and long term British Health Professionals
Local joint strengthening Co-morbidities diagnosis Goals of treatment in Rheumatology (BHPR)
and aerobic exercise Coexisting diseases short and long term Association of
Joint protection and general health Rheumatology Health
Activity pacing Success of previous Plan: Develop individualised Document Professionals (ARHP)
Weight loss if overweight treatments treatment plan in partnership communication with:
Advice on optimal use of Contraindications to with the patient with goal patient, GP, other Guidance:
analgesia (specifically treatment setting health professionals, NICE
paracetamol, topical Treatment preferences key health worker, EULAR
NSAIDs) Red flags carer/spouse/family OARSI/OMERACT
Medication use MOVE
Action: Select treatment. Document steps for OASIS
Optional / Additional Psychological Evaluate adherence to self- enhancing adherence ARMA Standards of Care
Thermotherapy, Psychological well-being management strategies. to treatment Centre for Disease Control
Footwear, Orthoses, Mood Identify non-NHS resources
Splints, Devices, Illness perceptions for patient benefit. Reassess Record treatment
Appliances, Walking aids, Patient expectations used, dosages, Additional resources:
Hydrotherapy, TENS, Barriers to self setting and treatment MSK Framework
Manual therapy management Review: Advise on likely outcome NSF Long Term Conditions
Health beliefs future course and when to Document adverse Physio Tools/Therapy Tools
consult. If therapy is not events Self help groups
Social effective consider other Weight Watchers
Social participation options (e.g. complementary Walking clubs
Occupation therapies) and referral
Hobbies (triage, specialist services
Relationships e.g. joint injection, podiatry,
Quality of life dietician, surgery).
Figure 17.7 Clinical pathway for an individual with symptomatic generalised osteoarthritis: physiotherapy and occupational
therapy treatment options.
Chapter 17 Osteoarthritis 245
problems, in the absence of red flags, e.g. inflam- of exercise, such as strengthening versus aerobic or
matory arthritis, injury or hot swollen joint, are group versus home exercise, no one type is recom-
considered to have OA and can be managed as such mended over another. The OASIS group found that
without the requirement for an x-ray (NICE 2008). physical activity in daily life may be a risk factor for
developing OA, but maintains that activities should
be engaged in, even at a high intensity, if the activ-
Non-pharmacological treatment ity performed is not painful and does not predis-
approaches pose to further trauma (Vignon et al 2006).
Different types of programmes designed for peo-
Patient education ple with OA include:
Education on the likely course of their OA and pos- l The PACE programme from the Arthritis
sible treatments available needs to be provided. Foundation (USA). This programme combines
Qualitative studies in OA have demonstrated that flexibility and low-impact aerobic exercise.
patients frequently report that they are told by (http://www.cdc.gov/arthritis/intervention/
health professionals that nothing can be done (Jinks accessed March 2009).
et al 2007, Sanders et al 2002 & 2004). Positive mes- l Aquatics and hydrotherapy. Aquatic
sages about what can be done need to be conveyed programmes are popular among people with
(ARMA 2004). OA because the water may relieve joint pain and
Different patients have different information stiffness as well as provide an environment that
needs and it is therefore desirable to provide many protects joints while exercising.
forms of information support e.g. written, ver- l Land-based exercise programmes.
bal, web sites. The Arthritis Research Campaign l Strengthening programmes. These are usually
(http://www.arc.org.uk), Arthritis Care (http://www. done in a progressive fashion in which strength
arthritiscare.org.uk), the Arthritis Foundation (http:// is built up gradually over time. Weights or
www.arthritis.org) and the ARMA Standards of Care theraband are often used with the goal of
(http://www.arma.uk.net/pdfs/oa06.pdf) are useful strengthening muscles around affected joints
Internet locations for health care practitioners and (e.g. Fig. 17.8A,B, Fig. 17.9)
patients with OA. l Aerobic programmes such as walking or other
Information should cover pharmacological endurance-based programs are important to
and non-pharmacological options and should be impact overall fitness and have effects on strength
evidence-based where possible. This should address and balance. (e.g. http://www.arthritistoday.org/
the specific needs of the individual, e.g. work, role fitness/walking/tips-and-strategies/walking-
as carer. plan.php accessed March 2009).
There is a misconception that exercise is only
suitable for those who are fit and well and who
Core therapy interventions: experience no joint pain during exercise. It is impor-
exercise, self-management and tant to remember that exercise should be a com-
joint protection ponent of all therapy for OA, no matter the age of
the patient and irrespective of co-morbid problems,
Physical activity interventions severity of pain and disability. Exercise programmes
These interventions are most commonly struc- should be adapted according to the ability of the
tured exercise programmes that attempt to alter the patient, and strategies to manage pain before, dur-
mechanics of arthritic joints by maintaining joint ing, and after exercise should be discussed.
flexibility, increasing muscle strength, and reducing Structured exercise programmes have been shown
pain. Two recent syntheses of exercise guidelines for to reduce difficulty in performing activities of daily
people with hip and knee OA (OASIS: Osteoarthritis living among people with knee OA (Ettinger et al
of the knee and hip and activity: a systematic inter- 1997, Penninx et al 2001). Several studies have sup-
national review and synthesis (Vignon et al 2006); ported the effectiveness of exercise on pain and
and the MOVE consensus (Roddy et al 2005)) rec- physical function among older adults who have hip
ommend regular physical activity as a core dis- or knee OA (Baker & McAlindon 2000, Borjesson etal
ease management strategy. Of the different types 1996, Hay et al 2006, Hurley et al 2007, McCarthy
246 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
A B
Figure 17.8 (A) (B) Putty, elasticated bands or theraband are often used with the goal of strengthening muscles around
affected joints in OA. Examples for the hand are illustrated.
etal 2004, Roddy et al 2005, van Baar et al 1998, van health outcomes (Calfas et al 1992, Hawley 1995,
Baar et al 1999). Much of the evidence for the use of Lorig et al 1993, Lorig et al 2001) and are thought
exercise has been conducted in the knee and there to be a very important adjunct to physical activity
is limited evidence for the benefit of exercise in the interventions (Vignon et al 1996). The Arthritis Self-
hip and hand. However, the consensus of experts is Management Program (Lorig et al 1985) is an estab-
that exercise should be considered in other joints and lished behavioural intervention for older adults with
aerobic exercise will benefit the individual with OA osteoarthritis. The programme is given by lay people
in any joint (NICE 2008, Zhang et al 2007a, 2007b). who often have the disease and the content includes
As no one programme is considered more effective the management of symptoms, medications, and
than another, patients should be encouraged to par- emotions, problem-solving and decision-making
ticipate in at least one type of programme based on abilities, use of community resources, adoption of
their personal preference. This is particularly critical exercise programmes and joint protection (Lorig
given that many people do not adhere to these pro- etal 2001). This intervention and other behavioural
grammes over time and adherence is necessary to interventions have been shown to have positive
best limit OA progression. effects on pain, depression, and health care utilisa-
Adherence to exercise programmes is related to tion over time (Hawley 1995, Keefe et al 1990, Lorig
better outcomes (Hurley et al 2007) and strategies to et al 1993, Superio-Cabuslay et al 1996). Guidelines
promote adherence need to be employed (see Ch. 7), suggest that self-management strategies are most
for example some patients can prefer group activi- effective when based on specific approaches e.g.
ties. Health eating and healthy weight are impor- enhancing exercise adherence (see Ch. 7).
tant in reducing the impact of pain and functional
limitation with OA. Weight loss programmes seem
Joint protection
to be most effective when combined with exercise
(Christensen et al 2007). Joint protection and fatigue management should
be an essential component of therapy. Effective
approaches should be used including educational,
Behavioural self-management
cognitive and behavioural approaches (see Ch. 10).
interventions
Access to devices and assistive equipment that
Interventions such as self-management programmes would improve the ability to undertake activities of
employ a psychological approach to increase cop- everyday life is important and referral for special-
ing skills and problem-solving abilities related to the ist assessment is important for those with severe
disease (Hawley 1995). Behavioural programmes do disease. Joint protection in combination with hand
not forestall the progression of disability in OA, but exercises is thought to be beneficial for people with
have been shown to have positive effects on other hand OA (Stamm et al 2002).
Chapter 17 Osteoarthritis 247
Repeat times
PhysioTools Ltd
Put a rubber exercise band under your foot and hold on to the ends.
Straighten and bend your leg keeping your hands still
Repeat min
PhysioTools Ltd
Repeat times
PhysioTools Ltd
Sit with one leg straight out in front of you. Put a band around your foot.
Gently pull the band and feel the stretch in your calf. Hold approx secs.
Repeat times
PhysioTools Ltd
Other therapeutic modalities (CDC) has created a national arthritis action plan to
try to hinder and prevent OA (Meenan et al 1999).
Alongside these core treatments, other modalities The goals of the programme include education for
may be required if symptoms and disability persist. better self-management of arthritis as well as guid-
These include weight loss advice for those over- ance on engaging in physical activity. Currently
weight (see Ch. 14), transcutaneous electrical nerve none of the health care systems recently evaluated
stimulation (TENS) (Ch. 8), thermotherapy (Ch.8), in 25 US states met targeted objectives for includ-
manual therapy (Ch.8), orthoses and footwear (Ch. ing these areas in arthritis treatment (Hootman et al
13), assistive equipment and devices (Ch. 9) and 2005). A clear and optimal method for disseminat-
splinting (Ch. 12). Walking aids, such as canes, are ing and providing interventions to a large number
considered beneficial for lower limb OA. These of people does not currently exist.
modalities are all discussed in previous chapters. Physiotherapists and occupational thera-
pists now have a unique opportunity given their
Pharmacological approaches skills and background to become more active in
OA prevention. Given the growing public health
Common pharmacological approaches include para- problem in the western world, there need to be
cetamol, topical NSAIDs, oral NSAIDs, COX-2s and better-funded healthcare initiatives to combat this
joint injection (see Ch. 15). Other less common problem. Current guidelines for physical activity
approaches include injectable glucocorticoids, which for all adults are, as given by Healthy People 2010,
are injected directly into the joint for fast pain relief. engaging in:
Viscosupplementation (for knee OA only) involves l at least 30 minutes of moderate intensity
a series of injections into the joint. The injected activity (such as brisk walking, vacuuming, or
material is hyaluronic acid, a naturally occurring gardening) on at least 5 days a week
substance found in the synovium. Capsaicin and l up to 20 minutes of vigorous activity (running,
glucosamine sulphate (NICE 2008) are other alterna- aerobics, heavy yard work) on at least 3 days a
tive and complementary treatments options. These week (Center for Disease Control, http://www.
are all discussed in Chapters 14 and 15. cdc.gov/nccdphp/dnpa/physical/stats/
definitions.htm).
Study activities
1. Access the NICE web site (http://guidance.nice. 3. The NHS Evidence Musculoskeletal (www.
org.uk/) and identify the published guidelines for library.nhs.uk/musculoskeletal) holds a National
the management of OA. Prepare a list of all non- Knowledge Week on Osteoarthritis (OA) with an
pharmacological approaches for the management of OA. annual update of articles published each year (see
2. Access the Arthritis Research Campaign (http://www. http://www.library.nhs.uk/MUSCULOSKELETAL/Page.
arc.org.uk), the Arthritis Foundation (http://www. aspx?pagenameNKWAEU).
arthritis.org) and Arthritis Care (http://www. Conduct a literature search and prepare a
arthritiscare.org.uk/home) websites. Identify all reference list, for the past year, of articles related to
patient information leaflets that would be applicable the management of OA, with a brief summary of the
to an older adult presenting to a therapist with joint findings of each.
pain, and difficulties with activities of daily living. 4. Identify and read a published high quality qualitative
Consider five main messages that you would convey study investigating the personal experiences of
to a patient based on the information in these living with OA. Consider the impact of OA on the
leaflets. List these and keep them for future individual in the context of social, environmental and
reference. occupational factors.
Denry is a 54-year-old plumber who enjoys fishing and quadriceps wasting and slight loss of full range of knee
golf. He went to his doctor complaining of pain in his extension on the right knee. Gait is normal but balancing
thumbs, which first started when he was working, but on one leg is more difficult than Denry expects.
now trouble him at other times. He finds gripping small The aims of treatment are to optimise pain relief,
items painful and his hands feel generally clumsier improve range of movement and muscle strength,
than before. He hasnt been able to go fishing and play offer positive messages about what can be done for
golf because of the pain. He occasionally has to ask OA and inform Denry about joint protection, assistive
his son to undo things, especially opening new jars. He devices and appliances that can be helpful for everyday
reports increased frustration with his thumb pain and, at tasks. Denry is encouraged to use paracetamol in the
times, wanting to throw his tools across the room. Hes way the GP prescribed it and to attend a group session
currently self-employed and is worried that he will be on joint protection and exercise for people with arthritis.
unable to work. His knees sometimes ache after being Here he is taught exercises, ways of performing tasks
in one position for too long and he finds them very stiff by modifying his grip and how to use heat and ice
when getting up from kneeling. to relieve pain. Exercises include how to use putty to
He has been given paracetamol by the doctor but perform hand strengthening and stretching exercises.
doesnt think he should take tablets for his pain. In all The possibility of using a topical NSAID is raised if
other respects he is fit and well. He believes that nothing the paracetamol, thermotherapy and exercise are not
can be done because he works his hands and knees hard adequate for pain relief. To reinforce education, an
at his job and these problems are part of getting older. exercise list from Physiotools (http://www.physiotools.
On examination, he has signs of OA in the bases of both com/(S(mmjricm0novaq0y40wmsiwz3))/Home.
thumbs, the left is worse than the right but he is right aspx?PageIdHome) is printed out for Denry for the
handed. He has subluxation and adduction deformities hands and knees and Internet resources are provided
of his thumb bases and there is evidence of wasting in for continuing self-care. The OT also provides
the hypothenar eminences. He has no finger nodes but individualised assessment, advice, and modifications
several finger joints look more enlarged than normal. for work (including ergonomic tool design), and for his
There is pain on palpation of the thumb bases of both valued activities of fishing and golf to help make this
hands. Grip and pinch strength are reduced mainly on easier.
the left hand. Other joints in the upper limb are normal. Following the classes Denry has met another man in a
On examination of the knees there is evidence of mild similar position and they have joined a local swimming
(Continued)
250 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Mrs Machin is an 84-year-old widow who enjoys with arthritis as well as instruction on activity pacing.
knitting and visiting her grandchildren. She went to her Here she is taught exercises, joint protection strategies,
doctor complaining of pain and loss of function in her how to use heat and ice to relieve pain, and how to
hands and hips, which she has had on and off for years, plan activities in accordance with her symptom severity.
but these problems now make it difficult to walk down She asks about the best way of continuing her hobby
stairs and dress. Increasingly Mrs Machin uses two hands of knitting without aggravating her hands. To reinforce
to do everything. She reports that her pain and fatigue education, an exercise list from PhysioTools (http://www.
increase throughout the day and become so severe that physiotools.com/(S(mmjricm0novaq0y40wmsiwz3))/
she needs to rest for long periods later in the afternoon. Home.aspx?PageIdHome) is printed out for hands and
She is not able to accomplish her usual daily tasks and is hips and patient information leaflets are provided for
worried that if things get any worse she wont be able to continuing self-care. Her daughter has put a handrail in
drive or live in her own home. at home for the stairs.
Mrs Machin has been given paracetamol by the The OT also conducts an individual assessment of
doctor and has had her right thumb base injected. Her personal and domestic ADL. Recommendations for easier
general health is declining as her levels of fitness have clothing designs, height of chair and bed and bath aids
reduced. She believes its all an inevitable consequence are made with referral to Social Services for the latter.
of ageing. She has had physiotherapy before but cant Mrs Machins fitness to drive is tactfully discussed with
remember what this was. On examination, she has signs her and she is recommended to inform her insurance
of severe OA in the hips and hands. There are deformities company and Vehicle Licensing Authority about her
and enlargements of most joints and there is evidence health. Information about Community Transport schemes
of muscle wasting. Mrs Machin has finger nodes in all is also provided.
distal interphalangeal joints. There is minimal pain on Following the classes Mrs Machin has joined a local
palpation of the affected joints. Grip and pinch strength group who meet regularly for gentle exercises. Mrs
are reduced but other joints in the upper limb are Machin is surprised at how she has regained some of her
normal. On examination of the hips there is evidence of independence and notices she is more active throughout
marked quadriceps wasting and loss of full range of hip her day. She reports that she feels less pain and fatigue
movement. Gait is normal on flat surfaces but slow and by breaking up some of the challenging activities she
cautious. Balancing on one leg would be impossible. used to pack into her mornings when she felt the best,
The aims of treatment are to optimise pain relief like shopping and housecleaning, and no longer requires
and functional ability, improve range of movement and the long rest periods in the afternoon. She feels more
muscle strength, offer positive messages about what knowledgeable about services in the community that
can be done for OA and inform Mrs Machin and her could help her. She has discussed the option of referral
daughter about assistive devices and appliances that can for hip surgery. She has been instructed to contact the
be helpful for everyday tasks. Mrs Machin attends group practice nurse for a review of her general health in 6
sessions on joint protection and exercise for people months.
Chapter 17 Osteoarthritis 251
Useful websites
pain in the community: data from osteoarthritis. Osteoarthr. Cartil. OMERACT initiative. Osteoarthr.
the Baltimore Longitudinal Study of 13, 112. Cartil. 16, 415422.
Aging. Arthritis. Care Res. 12, 37. Ettinger, W.H., Burns, R., Messier, S.P., Hawley, D.J., 1995. Psycho-educational
Croft, P., Coggon, D., Cruddas, M., et al., 1997. A randomized trial interventions in the treatment
et al., 1992. Osteoarthritis of the hip: comparing aerobic exercise and of arthritis. In: Baillires Clin.
an occupational disease in farmers. resistance exercise with a health Rheumatol. 9 (4), 803823.
Br. Med. J. 304, 12691272. education program in older adults Hay, E.M., Foster, N.E., Thomas,
DAgostino, M.A., Conaghan, P., Le Bars, with knee osteoarthritis: the fitness E., et al., 2006. Effectiveness of
M., et al., 2005. EULAR report on the arthritis seniors trial. J. Am. Med. community physiotherapy and
use of ultrasonography in painful Assoc. 277 (1), 2531. enhanced pharmacy review for
knee osteoarthritis. Part 1: prevalence Felson, D.T., Lawrence, R.C., knee pain in people aged over
of inflammation in osteoarthritis. Dieppe, P.A., et al., 2000. 55 presenting to primary care:
Ann. Rheum. Dis. 64, 17031709. Osteoarthritis: new insights: Part 1: pragmatic randomised trial.
Dellhag, B., Bjelle, A., 1995. A grip the disease and its risk factors. Ann. Br. Med. J. 333, 995999.
ability test for use in rheumatology Intern. Med. 133, 635646. Hill, S., 2005. Illness perceptions of
practice. J. Rheumatol. 41, 138163. Felson, D.T., Naimark, A., Anderson, J., people with hand problems: a
Department for Work and Pensions. et al., 1987. The prevalence of knee population survey and focus group
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255
Chapter 18
Rachel OBrienPhD, MSc DipCOT Faculty of Health & Well Being, Sheffield Hallam University, Broomhall Road,
Sheffield, UK
Precipitating factors
(muscle microtrauma, deconditioning, Hypothalamus
sleep disturbances) regulatory change
Pain
Fatigue Ascending and
Depression descending pathways
Serotonin
Endorphins Dorsal horn
Skin hyperreactivity Substance P
Cutaneous nociception
Sympathetic outflow
Muscle contraction, deconditioning
Muscle nociception
Figure 18.1 A possible pathophysiologic model of fibromyalgia. Adapted from Ch. 62, Figure 62.6 p 70, with permission from:
Goldenburg DL 2003 Fibromyalgia and related syndromes. In: Hochberg MC et al (eds) Rheumatology (3rd edn), Elsevier, London.
antibody profile, creatine kinase, thyroid function response can lead to the initiation and maintenance
tests and C2. of FMS symptoms. In FMS a number of studies have
investigated alterations of the HPA axis with some
Pathology of FMS and CWP studies reporting elevated evening basal plasma
cortisol levels and others reporting decreased
There is still no clear understanding of the patho- 24-hour urinary free cortisol (Wingenfeld et al
genesis of FMS or CWP. Early research examined 2007). Alterations in the stress-response systems are
muscle dysfunction and abnormalities, such as Type thought to contribute to the development and main-
II muscle fibre atrophy and a moth-eaten appear- tenance of FMS and CWP (Crofford & Clauw 2002).
ance of Type I fibres, were reported. But it is now
accepted such changes are often seen in chronic
neuromuscular conditions or could be attributed to Abnormal pain processing
deconditioning.
A summary for the possible pathophysiology of FMS may be related to altered central nervous sys-
FMS and CWP is given in Figure 18.1 and the pro tem (CNS) processing of nociceptive stimuli. Noxious
cess considered below. insult normally stimulates particular primary affer-
ent nerve fibres. This information is then transmitted
via the dorsal horn of the spinal cord to the thalamus
Neuroendocrine dysfunction
and cerebral cortex where nociceptive information
FMS could be classified as a stress related syn- is consciously perceived, and interpreted in light of
drome. The hypothalamic-pituitary-adrenal axis past experience. Injury and the activation of primary
(HPA) plays a critical role in the bodys response to afferents, specifically A-delta and C fibres, results in
threatening stimuli. Dysfunction of the normal stress the release of an inflammatory soup which includes
258 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Box 18.1 Commonalities amongst people with educational achievement, low household income,
FMS or CWP physical stress at work, being widowed, being disa-
bled, and a family history of chronic pain.
n Tend to be women
n Will have widespread pain
n Will have allodynia and hyperalgesia Assessment of the patient in pain
n May or may not have widespread tenderness points
n Will present with a multitude of symptoms (which Many with FMS complain their condition or symp-
may vary in their presentation) toms are not taken seriously by health care pro-
n Often suffer from anxiety, distress or depression. viders. One way to address this, and gain the
individuals confidence, is to conduct a comprehen-
sive assessment including physical, psychological,
bradykinin, prostaglandins, histamine, potassium, social and environmental factors, which influence
adenosine, serotonin, substance P, and cytokines. function and participation in normal activities.
The effect of this on nociceptors is hypersensitivity to The initial assessment helps build rapport, pro-
noxious stimuli, associated with depolarisation and vides an opportunity to gain insight into the individu-
spontaneous discharge of nociceptors, commonly als perspective of their condition and its effect across
referred to as peripheral sensitisation (Bennett 2000). all lifestyle areas. The physiotherapy and occupational
Increased neuronal barrage from peripheral pain therapy assessment will be slightly different although
generators to the CNS can result in increased excit- some aspects will be very similar. Both assessments
ability of spinal cord neurons, i.e. central sensitisa- are based on the biopsychosocial model; physiothera-
tion, and is responsible for increased spontaneous pists tend to focus their assessment on pain and the
activity of the dorsal horn neurones, increased excit- physical effects of this, while an occupational thera-
ability to afferent inputs, prolonged after-discharge, pist will centre on the functional implications and
and expansion of peripheral receptive field of the consider physical, psychological, and environmental
neurones of the dorsal horn. factors affecting occupational performance.
The experience of allodynia (a painful response
to a non-painful stimulus) and hyperalgesia (an Assessment procedures for
increased response to a stimulus which is normally physiotherapists and occupational
painful) in FMS are thought to be expressions of therapists
peripheral and central sensitisation in FMS. Vaery
A full history, including past medical history and
et al (1988) and Russell et al (1994) demonstrated a
previous investigations, should be taken. It may be
three-fold increase in the concentration of the neuro-
necessary to contact the referring physician to get a
transmitter substance P in cerebrospinal fluid (CSF)
comprehensive picture of the patients past medi-
of patients with FMS. Substance P modulates noci-
cal history. The therapist should enquire about the
ception and signalling intensity of noxious stimuli
history of the current episode. As it can sometimes
and so increased levels play a critical role in FMS
be difficult to establish the current episode with
symptoms, in conjunction with other neurotrans-
chronic pain conditions, note should be taken of
mitters, e.g. serotonin. This neurotransmitter plays
when increasing problems started, precipitating fac-
a key role in mood, cognition, deep sleep, and circa-
tors and management to date. It may be necessary
dian and neuroendocrine rhythms, and also inhibits
to conduct the assessment over several appoint-
release of substance P in the spinal cord in response
ments because of activity tolerance and pain. As
to peripheral stimuli. Reduced serotonin levels (or
with all conditions it is important to ensure that
its precursor tryptophan) occur in FMS. Low serot-
red flags, or indicators of serious pathology, are
onin and increased substance P could amplify pain-
excluded, consequently the standard mandatory
ful sensory signals.
questions should be asked (Box 18.2).
Chronic pain states may thus be the result of neu-
roendocrine dysfunction and aberrant nociceptive
Pain
processing, resulting in muscular pain abnormality.
Commonalities amongst people with FMS or Identify with the person, on a body chart, areas of pain,
CWP are shown in Box 18.1. Other factors that have paraesthesia or numbness, factors aggravating and
been linked to FMS include: being divorced, lower easing pain, diurnal variation, and severity of pain.
Chapter 18 Fibromyalgia syndrome and chronic widespread pain 259
Box 18.2 Mandatory questions to identify red flags Table 18.1 Detailed recording of pain areas and
pain sources
n General health: any rheumatoid arthritis, ischaemic
heart disease, diabetes mellitus, history of cancer, Local observations Bony contours
recent surgery Colour changes
n Unexplained weight loss 10kg within 6 months Swelling
n Night pain or pain at rest Muscle atrophy
Muscle spasm
n Saddle anaesthesia or paraesthesia
Active and passive Willingness to move
n Bladder problems such as retention or incontinence range of movements Pain
n Bowel symptoms - faecal incontinence Range
n Bilateral lower extremity weakness or numbness Joint end feel
n Progressive neurological deficit. Static muscle tests Pain
Muscle strength
Muscle weakness
Special tests Additional testing (e.g. ligaments) should
be carried out as appropriate
Palpation Painful areas should be gently
Medications palpated noting pain, temperature, and
sympathetic changes such as sweating.
People with CWP or FMS often take multiple medi-
Palpation should be conducted with
cations, including narcotic based analgesics and regard to individuals increased sensitivity
antidepressants. Medications and sleeplessness can to pressure (allodynia and hyperalgaesia)
contribute to the experience of fibrofog reported Other symptoms Sleeplessness, fatigue, anxiety, and
by many, i.e. difficulty with concentration, memory, depression should be discussed and their
and mental clarity. impact recorded
Physiotherapy assessment
People with FMS and CWP can present with muscu-
loskeletal problems in addition to their usual pain. blanch the nail bed of the thumb. Okifuji et al (1997)
A comprehensive examination identifies these. The have described a standardized procedure for exam-
therapist should examine each area of pain and other ining tender points, which is described in a booklet
structures that can cause referred pain to that area. and CD developed by Sinclair et al (2003).
This often means conducting full cervical and lum-
bar examinations including neurological, and multi- Cardiovascular fitness
ple joint examinations. This can be time consuming.
However, a comprehensive assessment will assist in Often people with FMS and CWP are sedentary
identifying peripheral pain generators which con- and deconditioned. Their baseline fitness should
tribute to widespread pain, allowing these to be cor- be identified and used in future exercise prescrip-
rectly treated, to reduce overall pain levels. tion. The 6-minute walk test has been demonstrated
A full description of joint examination tech- to correlate significantly with aerobic fitness in
niques can be obtained from Petty (2006). However, patients with FMS (King et al 1999).
the physiotherapist should ensure each area of pain
and possible source of pain is assessed and details
recorded (Table 18.1). Occupational therapy assessment
Occupational therapists assess the functional impact
of FMS, and factors limiting performance including:
Manual tender point survey
physical, psychological, social and environmental
Tender points (Fig. 18.2A-F) should be examined influences. Extending the assessment over more
manually or with a pressure algometer (Fig. 18.3). than one session will encourage a therapeutic rela-
Tender points are considered positive if the patient tionship, initially focusing on activities of daily liv-
complains of pain at approximately 4kg/cm2 of ing, and later progress to more sensitive issues such
pressure, which is about the pressure required to as psychological changes.
260 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
A B C
D E F
Figure 18.2 (A-F) Locations of the nine pairs of tender points for diagnostic classification of fibromyalgia. Adapted from
Ch. 62 Figure 62.1 p702 with permission from: Goldenburg DL 2003 Fibromyalgia and related syndromes. In: Hochberg MC
et al (eds.) Rheumatology (3rd edn), Elsevier, London.
Physical assessment
The following should be observed and recorded:
l Are they ambulant?
l Do they use walking aids?
l Do they have a normal gait?
l Do they appear slow/cautious?
l Do they appear in pain?
Upper limb function can be observed through:
l How they remove a jacket
l What they do with their hands throughout the
assessment
l Any evidence of wasting/muscle
imbalance/contractures
Using a wheelchair:
l Is it manual or powered?
A more detailed examination may be necessary
for some. The Gait Arms Legs and Spine (GALS)
Figure 18.3 Pressure algometer for testing tender points. assessment is a relatively quick physical assessment
Chapter 18 Fibromyalgia syndrome and chronic widespread pain 261
Box 18.3 Psychological factors to observe Box 18.4 Social and environmental assessment
and record
n Type of accommodation
n Presentation and eye contact e.g. general neglect n Surrounding area in relation to amenities
may indicate low mood or reduced volition n Access to property
n Do they respond to questions, and elaborate on the n Location of bedroom
effect of the condition? n Location of bathroom
n Flat speech with little/no intonation n Living area
n Do they speak quietly? n Do they live alone?
n Does their expression change, for example, do they n Any support, if so from whom?
smile? n Any young children?
n Are there any lapses in concentration? n Are elderly parents living locally?
n Do they become visibly upset/tearful? n Any statutory services or privately paid assistance
n Do they show enthusiasm for any activity/ involved?
hobby etc?
to perform. Details of how to perform this and a Box 18.5 Leisure assessment
training video are available at www.jointzone.org, n Is the hobby physically demanding?
in the musculoskeletal examination section. n Does is require cardiovascular exertion?
n Does it require lower/upper body strength, flexibility,
Psychological assessment and endurance?
n Are they still doing it?
Establishing rapport and developing a therapeu-
n If not, when was the last time they did it?
tic relationship assists the therapist in evaluating
n How long do they do it for?
psychological status, and careful observation and
n How many times per week did they do it?
pertinent discussion can give an indication of psy-
n Has the frequency, duration or way they engaged
chological well-being (Box 18.3).
Direct questioning can also provide informa- with the hobby changed?
n Was their last experience positive or negative?
tion. For example, asking about how they spend
their day will indicate their activity level. If they
do not get dressed they may be experiencing low
mood. People with chronic conditions can feel anx-
ious about their ability, and may avoid challenging Leisure assessment
activities, or only carry these out when environmen-
tal influences are likely to be less. For example, they How people spent their leisure time pre-onset is
may go shopping but only during off peak times, very useful and informative. The combination of life
as shopping at peak times may heighten anxiety. In roles and leisure interests can identify meaningful
chronic conditions, people can become short tem- lifestyle areas or activities, which can be incorpo-
pered and frustrated by their inability to undertake rated into a treatment intervention. Discussing hob-
normal activities. Anger can be expressed towards bies may result in a change in affect if the individual
family and carers, which can add to the complexity recalls particularly enjoyable memories. Conversely,
of the situation. it may also reinforce their limitations. The therapist
should try to establish how frequently they partici-
pated in these as this is a useful marker of meaning-
Social/environmental assessment fulness. It is also valuable to identify when they last
A social/environmental assessment will contex- did the hobby and whether adaptive of compensa-
tualise an individuals roles (Box 18.4). Given the tory strategies were used, and if so what was their
potential complexity of social situations it may be success (Box 18.5).
appropriate to gain understanding as the interven- Treatment should be individual, focusing on their
tion progresses rather than on initial assessment. roles and leisure activities, as this is likely to increase
262 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
motivation and engagement. Short and long term This is a reliable and valid measure of health status
goals can be set, as this can increase the individuals (Burckhardt et al 1991). It is a short, self-administered
sense of achievement and make intervention mean- 10-item questionnaire measuring physical func-
ingful. For example, a person who enjoyed rambling tion, job difficulty, depression, anxiety, sleep, pain,
previously is likely to find this exceeds their physi- stiffness, fatigue and well-being. Scores range from
cal capabilities. A short term goal could be to identify 0100, where a higher score indicates a greater
short walks over flat terrain, such as canal walks, as impact of FMS on the individual. Bennett (2005) has
the physical demands will be less. As activity tolerance reported FIQ scores for the average fibromyalgia
improves the activity and location can be revised. patient of around 50, with severely affected patients
scoring 70. A recent report from OMERACT
(Outcome Measures in Rheumatology Clinical Trials;
Work assessment
Mease et al 2005) recommended that key domains
People with FMS and CWP may continue to work to be assessed in FMS are: pain, global wellbeing,
either in the same job, or in a modified capacity. fatigue, health related quality of life, function, sleep,
Gaining information about their employment and depression and treatment side-effects.
current status is important. For example, are they
working in the same capacity, modified capacity, off
sick, or have they lost their job as a result of the con- Management of FMS and CWP
dition. Balancing employment with other lifestyle
areas is likely to be difficult and has been described Management of people with FMS and CWP is
as walking a tightrope (Lfgren et al 2006). Box 18.6 complex and presents a major challenge for thera-
identifies work questions which can be asked. pists. Guidelines for management have recently
been developed by the European League against
Rheumatism (EULAR; Carville et al 2008). They
Outcome measures
outline nine recommendations including: compre-
Therapists should measure the effectiveness of hensive assessment and multidisciplinary manage-
treatment using validated outcome measures. The ment (which may include aerobic exercise), strength
most commonly used outcome measure in FMS training, cognitive behavioural therapy, relaxation,
is the Fibromyalgia Impact Questionnaire (FIQ). and psychological support.
should be individualised and prolonged rather than l prior experiences and knowledge about exercise
short term, over months rather than weeks. This has l time availability, support network, financial costs
important implications for clinical practice in physi- l exercise should be started at very low intensity
otherapy. Most physiotherapists treating people and progressed slowly
with FMS see them for between five to eight treat- l symptoms closely monitored
ment sessions (McVeigh et al 2004). Delivering pro-
l progress should be viewed in the long term.
longed treatment interventions will have obvious
financial and service delivery implications. Exercise prescriptions should be written and
Maintenance of regular aerobic exercise is of key include the dosage, duration and frequency of exer-
importance if benefits are to be achieved and main- cise. Exercise programmes should be reviewed reg-
tained (Haskell et al 2007). Therefore, understanding ularly and progressed slowly. In order to enhance
what helps or hinders continued exercise participa- motivation and ensure long-term adherence the
tion in FMS is crucial. A number of factors have been programme should be pleasant and enjoyable.
identified that contribute to exercise adherence in FMS Exercising in a group may enhance social support
such as higher self-efficacy for exercise, previous exer- (Dawson & Tiidus 2005, Jones & Clark 2002).
cise engagement, lower depression scores, and a wide In terms of the type of exercise used in FMS a
social support network. These have been reported variety of exercise interventions have been dem-
as accurately identifying almost 80% of those who onstrated to improve various aspects of FMS, such
demonstrated exercise adherence in a large group as physical function, pain and general wellbeing.
of people with FMS (Oliver & Cronan 2002). Factors Exercise interventions have included aerobic exer-
that mitigate against exercise adherence are: increased cise (e.g. walking, dance training), strength training
pain during treatment, higher stress at baseline, and and various forms of hydrotherapy. The content of
increased stress during treatment (Dobkin et al 2005). an individual exercise is not necessarily the most
If those with FMS are to benefit from interven- import aspect of the intervention rather that the
tions, barriers to engagement must be identified and exercise is tailored to the individual and delivered
overcome. Strategies have been proposed to ensure at a level that is acceptable.
exercise adherence in FMS. For example, education
on the benefits of exercise and how to initiate and
continue exercise are important. Additionally, iden- Lifestyle modification
tifying individual barriers to exercise, and planning
The pain, fatigue and sleeplessness experienced
strategies to overcome them should be part of the
by people with FMS means that simple activities
initial therapeutic intervention. Keeping daily exer-
become difficult or impossible; this can result in
cise logs, or improving support through regular
de-conditioning which further affects performance.
telephone calls or e-mail can be used. Indeed these
Lifestyle modification incorporating activity analy-
methods have been used with some success in other
sis, compensatory techniques, including pacing
client groups, including chronic pain. However,
techniques and energy conservation, and relaxation
unless an individual has the self-belief that they can
and stress/anxiety management are frequently used
complete a task, and that completing that task will
by occupational therapists. People with FMS/CWP
produce desired outcomes, they have little incen-
need to pace activity to reduce fatigue. Lfgren et
tive to act or persevere in the face of difficulties.
al (2006) found that working women tended to par-
This again emphasises the importance of improving
ticipate in leisure activities at the weekends only
self efficacy in FMS (Jones et al 2004).
and allowed sufficient time for rest afterwards. For
people who do not work opportunities for leisure
activities may be less restricted, but will be depend-
Exercise prescription in FMS/CWP ent on the individual and the activity.
In prescribing exercises the therapist needs to reflect Strategies to enable people with FMS to continue
on what the most appropriate type of exercise is, working include:
including frequency, intensity, and duration. l planning the working week
Exercises should be individualised, i.e. consider: l reducing the length of the working day
l baseline function and current fitness level l modification of work patterns or responsibilities,
l current pain and fatigue and ergonomic solutions
Chapter 18 Fibromyalgia syndrome and chronic widespread pain 265
l working more during the warmer summer appropriate compensatory technique and practicing
months this initially during intervention (see Ch. 10).
l taking short periods of sick leave (Lfgren et al
2006).
Energy conservation
Occupational participation is engagement in mean-
ingful activity and thus encompasses physically People with FMS and CWP experience reduced
demanding and sedentary activities. It is possible activity tolerance which affects their ability to
therefore to have high levels of occupational participa- engage in everyday activities. Energy conserva-
tion and high levels of fatigue or symptom severity. tion techniques enable the individual to recog-
nise their physical limitations and to work within
these. The principle is to reduce the amount of
Activity analysis energy expended during activities, and can be
People with FMS or CWP will experience difficulty achieved by:
completing daily living activities across many life- l re-organisation of the home environment, for
style areas. Pain, fatigue and sleep disturbance can example in the kitchen having all the equipment
affect their ability to carry out domestic activities, used regularly within easy reach.
e.g. shopping, housework, laundry, meal prepara- l use of labour saving devices, e.g. dishwasher,
tion, and childcare. Symptoms may affect their abil- washing machine and combined tumble drier
ity at work depending on their role. Consequently, reducing need to hang laundry and iron
they may be unable to continue, or need to modify clothes.
their role at work. It is necessary to break down l adapting the persons position when carrying
activities into component parts and so identify spe- out the activity, e.g. sitting reduces energy
cific individual difficulties. expended.
The nature of these will vary but may include:
l performance requirements, e.g. motor, sensory,
cognitive function Activity pacing
l sequence of the activity, i.e. fixed or flexible. The therapist should be conscious of the impact of
l structured or unstructured activity activity on the persons independence. Information
l identifying the complexity of the activity can be gained through observation, assessment and
l positive or negative factors which affect treatment and also by asking them how long they
performance usually do things for.
l defining the tools, materials and environment
required
Activity diaries
l identification of any risk factors or precautions
necessary (Hagedorn 2000). An activity diary can be valuable for therapists as
they can be used to gain a greater insight into indi-
A detailed activity analysis will identify the com-
viduals lifestyle. Patients can record:
ponents limiting performance, e.g. difficulty getting
to the shops may be as a result of pain, limited mus- l activities undertaken and time required
cle strength and tolerance of activity. Adaptation to l physical and emotional symptoms on
improve performance is necessary and potential completion
solutions could include: use of transport to reduce A written record will assist people with FMS/
the amount of walking necessary, going to a shop CWP to recount the events of their week. It will also
closer to home, or for someone else to hold respon- assist them to self monitor their progress and can
sibility for this activity. serve as a positive re-enforcer as ability, rather than
inability, is documented.
Too much activity can have adverse effects, i.e.
Compensatory techniques
if an individual engages in activities exceeding
Occupational therapists may advocate using com- their physical capabilities they are likely to experi-
pensatory techniques to allow optimum functional ence a reduction in function because of subsequent
performance. This involves identifying the most fatigue. Conversely too little activity can also affect
266 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Study activities
1. Outline the clinical picture of a person with FMS. 3. Describe the factors that the therapist needs to
2. Describe the pathology that is thought to account for consider when developing a management programme
FMS and CWP. for a person with FMS.
A 38-year-old women presents complaining of a 5 year has a lot of stress in her life. Factors such as these
history of various pains1 but has only recently been can be used as indicators for treatment, e.g. a stress
diagnosed with fibromyalgia by her GP2. Sallys main management programme. It is also worth noting
problem at present is neck pain radiating to both arms individual factors when considering prescribing an
and hands3. However, when her pain is severe she also exercise programme.
experiences thoracic and low back pain radiating into both 7. There is some evidence to support the role of
legs. She states that, when her pain is at its worst, even amitriptyline in FMS and Paracetamol is often
carrying her handbag or the weight of her bed clothes used as a rescue medication. However there is no
at night are excruciating4. Additional symptoms include evidence for the role of ibuprofen.
overwhelming fatigue5, headaches, cold intolerance and 8. It is important that appropriate blood tests are
restless legs at night. Sally has two children aged 5 and 7 carried out to exclude other conditions.
years, she is a home worker and has recently been divorced6. 9. This gives an indication of the psychological aspects
Current medications include Amitriptyline, Paracetamol and of FMS but may also be an indicate depression;
Ibuprofen7. She had a neck x-ray 2 years ago but no other discussion with the referring doctor might be
investigations8. Sally is tearful during assessment9 and says advisable.
that she does not know what fibromyalgia is10 although her 10. Again this highlights the importance of a
friend told her it is a type of rheumatism. comprehensive education programme.
Important points to note and management Sallys management started with a comprehensive
considerations: assessment from OT and PT. Although many people with
1. In assessing this patient it is worth noting that patients FMS complain of a broad range of symptoms, there is
with FMS often go undiagnosed for a number of years. little on objective examination other than widespread
2. As this patient has only recently been diagnosed, tenderness. Nevertheless, comprehensive examination
she will still have many unanswered questions about reassured her that symptoms were being taken seriously
the condition. The first stage of management is a and other pathologies excluded. Due to the pain referral
complete and detailed explanation of what FMS pattern described, a thorough neurological examination
is, the likely prognosis, and management options. was essential. Additionally, because she has not had
Patient education is an important first step in the investigations, other than x-ray 2 years ago, the
management of FMS and CWP. appropriateness of further blood tests was discussed
3. It is important that other possible sources of pain with her doctor.
have been excluded (see Table 18.1). The aims of treatment were to increase: her
4. In order to allay anxieties about the cause of understanding of and ability to cope with her
spontaneous pain, explanations about allodynia and condition; and her physical activity and quality of
hyperalgesia are important. life. consequently, her pain is more likely to diminish.
5. Again it is important to note that fatigue can be a Education, cognitive-behavioural approaches and
symptom of many conditions. Other conditions must exercise are the mainstay of FMS treatment programmes.
be excluded. However, introducing exercise too early is likely to
6. Individual social circumstances should be taken into result in increased pain and possible treatment failure.
account during assessment. Having a young family The PT and OT worked collaboratively to assess Sallys
and recently divorced might indicate that this person receptiveness and willingness to engage actively in an
(Continued)
270 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
exercise programme. They determined treatment should encouraging her to stop using the stool as endurance
initially focus on cognitive and behavioural aspects improved.
of the condition. She attended educational and stress The OT and Sally discussed difficulties related to
management sessions with OT over the next 6 weeks. childcare and her work and jointly problem-solved
The condition and likely prognosis (emphasising positive solutions. The OT helped Sally set weekly action plans to
outcomes) were explained and coping strategies taught, make gradual changes. Additionally, she was encouraged
such as goal setting and pacing, increasing her self- to prioritise occupations in terms of meaningfulness.
efficacy. Relaxation and stress/anxiety management For example, she decided cleaning the house was less
training were included. She was taught and practised meaningful than going swimming with her children
relaxation skills over five sessions, and given a home and prioritised her time accordingly. This helped her
relaxation programme, including quick fixes, such as develop goals and strategies to increasingly engage in
breathing techniques for use in stressful situations. and achieve her meaningful occupations whilst having
Practice frequency and effectiveness were reviewed as strategies to manage less meaningful ones.
treatment progressed. By week 6 she was ready to engage in gentle
Energy conservation training helped her develop progressive aerobic exercise and hydrotherapy was
techniques to minimise energy expenditure during offered once a week. By week 8, exercise goals outside
daily living activities to reduce fatigue. She was of the hydrotherapy sessions were additionally set
enabled to recognise her activity tolerance and pace collaboratively between the PT and Sally, starting
accordingly, engaging in activity up to her threshold, with a walking programme (short distances initially),
but not exceeding this. Sally was having some gradually increasing week by week, and by week 10 to go
difficulties with kitchen activities. The OT and PT swimming at the local pool on one other occasion.
together carefully considered whether recommending The OT continued to see Sally every 2, then 3 weeks
small items of equipment to help reduce energy to help her with reviewing progress with her action
expenditure was needed. Consideration should be plans/goals. By week 16, Sally was feeling much more
given to not over- providing equipment as this may in control of her condition, her mood was significantly
reinforce disability in the complex interplay of physical improved, she was regularly walking and swimming
and psychological factors. As Sally was now ready to and able to fulfil her work and care roles much better.
engage in an exercise programme, kitchen gadgets On review, the PT and OT determined she was ready for
and a perch stool were recommended, with a view to discharge.
Useful websites
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Bliddal, H., et al., 2008. EULAR fibromyalgia: a parallel group 2006. A constant struggle:
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273
Chapter 19
Back Front
Left Right Right Left
3
1 7
2
that whilst patients with AS are commonly seen l Night pain; woken in second half of night with
within rheumatology units AS is relatively uncommon pain and often needing to get up and move
in the community as a whole. The ratio of males to about before resuming sleep
females ranges from 3:1 (Symmons & Bankhead 1994), l Improvement of pain on exercise
2.5:1 (Calin 2004) and 5:1 (McVeigh & Cairns 2006). l Spinal stiffness, predominantly in the morning
or after rest
l Postural changes - progressive postural change
Main features of AS
with an increasingly flexed posture, loss of
The key characteristics of AS are listed below. They lumbar lordosis, increase thoracic kyphosis
can be grouped under the headings: clinical, non- and limitation of trunk lateral flexion and
musculoskeletal and radiographic features. rotation
Clinical features: l Muscle spasm
l Pain; low back pain, alternating buttock pain l Enthesitis (see Fig. 19.2 for common sites).
276 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
1. In patients under 45 who have had pain for more than 4 months, does the patient have:
n Early morning stiffness (back / neck) 30 mins? Yes No
n Back pain improves with exercise? Yes No
n Awake second half of night with pain/stiffness? Yes No
n Buttock pain (alternating) Yes No
In patients answering yes in at least two questions HLA-B27 screening is recommended and refer back to GP
Supplementary questions:
2. Has the patient ever had iritis (red painful eye)? Yes No
3. Has the patient ever had Achilles tendonitis? Yes No
4. Has the patient ever had plantar fasciitis? Yes No
5. Does the back pain improve with NSAIDs? Yes No
6. Is there a family history of AS? Yes No
7. Does the patient have psoriasis? Yes No
8. Does the patient have Crohns or ulcerative colitis? Yes No
9. Has the patient ever had a peripheral inflammatory arthritis? Yes No
10. Has the patient experienced central chest pain? Yes No
5. Do you wake in the second half of the night Scores, Classification and Diagnostic Criteria) (www.
because of pain? (common in AS). spondylitis-international.org). The measures selected
6. Are your joints (especially your back) stiff in the are commonly affected by the disease and therefore
morning? If yes how long? (signs of stiffness data are collected to serve as a baseline by which to
longer than half hour are considered significant). measure change and as a way of identifying prob-
7. Have you had a warm and swollen joint? lems which might need therapeutic intervention
8. Are you better after resting or moving around? (Fig. 19.5). It might be desirable to undertake a more
extensive assessment including peripheral joints and
9. Is your back stiff after sitting down?
this can be done using standard musculoskeletal
Box 19.4 provides a comparison of the common examination techniques.
features of inflammatory and mechanical back pain.
Outcome measures in AS
Spinal measurement
The selection of an appropriate outcome measure
Measurements less than the normal range for spinal can be a challenging task. Historically measures have
and other joint movements can implicate AS but as been developed to capture the biomedical impair-
far as possible these must be differentiated from non ments of AS, e.g. the Stoke Ankylosing Spondylitis
inflammatory causes. In the lumbar, thoracic and Spinal Score (SASSS) (Averns et al 1996). There is
cervical spines this presents as limitation of flexion, now a greater appreciation of other dimensions
extension, rotation and lateral flexion. If peripheral important to patients (see Ch. 4) and individualised
joint limitation is present it most commonly affects measures (Haywood et al 2003).
the hip and shoulder joints (Fig. 19.4). Measures
commonly collected during general assessment of AS
The bath indices
(e.g. Fig. 19.5) are published in a handbook provided
by the National Ankylosing Spondylitis International A suite of measures developed in Bath has been
Federation (Ankylosing Spondylitis: Assessment adopted in many UK rheumatology departments.
A B C
D E F
Figure 19.5 (A) Tragus to wall measure from the tragus cartilage above the earlobe to the wall. (B) Starting position for side
flexion measurement and (C) finishing position of side flexion measurement, middle finger tip to floor distance. (D) Starting
position for measurement of the Modified Schober measurement. Mark dimples of Venus (Posterior Superior Iliac Spines) and
draw a dot where they intersect. Draw dots 10 cm and 5 cm below this dot. The actual measurement is the increase in length
in this line during flexion, normally 5 cm or more (E). (F) Intermalleolar distance. (G) Cervical rotation.
The Bath indices are a range of outcome meas- monitoring of disease and function. The Bath
ures, which can be used to assess function, disease Ankylosing Spondylitis Metrology Index (BASMI)
activity, movement and overall patient assessment was developed to determine the most appropri-
of their condition (Fig. 19.5 AG). The Bath ate clinical measurements for the assessment of
Ankylosing Spondylitis Functional Index (BASFI) is AS (Jenkinson et al 1994). The assessor is required
a questionnaire with 10 questions scored on 10cm to undertake a series of eight measurements in a
visual analogue scales (VAS) (Calin et al 1994). The standardised way. With all four of the Bath indices
Bath Ankylosing Spondylitis Disease Activity Index the individual measurements or responses convert
(BASDAI) and the Bath Ankylosing Spondylitis into a score. These can be recorded on each visit
Patient Global Score (BAS-G) are also self-com- and used as a measure of progress. Details of these
pleted questionnaires using visual analogue scales indices are published by the National Ankylosing
and with the BASFI have all been validated for use Spondyltis Society (NASS) with instructions about
in AS (Garrett et al 1994, Jones et al 1996). They are how to undertake the scoring (Irons & Jeffries 2004).
useful not only in establishing baselines on ini- In addition to the Bath indices described above,
tial presentation but can also be used in ongoing there is the Bath Ankylosing Spondylitis Radiology
Chapter 19 Ankylosing spondylitis and the seronegative spondyloarthopathies 281
DATE
Index (BASRI) and the Bath Ankylosing Spondylitis The 13 point enthesitis score (Maastricht Ankylosing
Radiology Hip Index (BASRI-h) which are validated Spondylitis Enthesitis Score or MASES) proposed
measures for grading the radiographic changes by Heuft-Dorenbosch et al (2003) provides addi-
observed in AS (MacKay et al 1998, 2000). tional useful information (Fig. 19.2). An assessment
format containing a range of measures (including
modified versions of the Bath indices) is available
General assessment of function on the Assessment in AS Working Group (ASAS)
and movement website listed at the end of the chapter under useful
websites. The assessment of clinical outcome in AS
The Bath indices are extremely valuable for moni- patients present challenges attributable to both the
toring patients and for research. However they are disease process and the measures themselves (Ward
sometimes not sufficiently broad to cover all poten- 2006). Measures designed for research and classifi-
tial problems. For example, they will not detect cation purposes (e.g. Modified New York Criteria)
movement limitation on lumbar extension or trunk might not be sufficiently sensitive to detect early or
rotation, both common problems in AS, and are ame- atypical presentations of AS. As with other types of
nable to treatment through exercises. For this reason inflammatory arthritis patients with AS and PsA can
when undertaking initial assessment it might be also have osteoarthritis The clinical presentation of
preferable to use a wider range of measures in addi- osteoarthritis in the hands (Ch. 17) can sometimes
tion to the Bath indices. An example of a more exten- appear similar to early PsA and it is important not
sive range of motion measure is given in Table 19.1. to confuse the two conditions.
282 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Mr Worth is a 31-year-old with low back, neck and better keeping moving. His general health was good
scapular pain. The GPs surgery gives an option of self- but reported one episode of what he described as iritis
referral to the practice-based physiotherapy service 3 years earlier.
instead of making an appointment with one of the On examination the physiotherapist found reduced
GPs. Mr Worth decided to see the physiotherapist with lumbar spine flexibility with a modified Schobers index
his problem as he was finding it hard to cope with the on flexion of 5 cms, reduced lumbar side flexion and a
physical demands of working in a local hospital. On small reduction in cervical rotation. There was normal
his initial assessment he described a 10 year history range of motion in the hips but low back pain was
of intermittent back pain. The recent episode of neck elicited at end of range on hip rotation. Some muscle
and back pain began in the last 6 months without spasm was present on palpation of the lumbar region.
any specific trauma. Although he liked sport he had Chest expansion was within normal range but caused
stopped playing squash during the last few months some thoracic pain. The physiotherapist suspected that
because of the pain it caused afterwards. Mornings the problems might be arising from an inflammatory
were his worst time of the day for pain and stiffness, arthritis and after giving advice about posture, pain
and he was getting up an hour earlier than usual to relief and gentle range of movement exercises, made an
allow time to dress. It took at least an hour for the urgent appointment for Mr Worth with the GP. The GP
back stiffness to improve once he got up. He was trying referred him to the rheumatology department and the
to avoid sitting too long at work because it made his patient was diagnosed as having AS within 13 weeks of
pain and stiffness worse when he got up, and he felt referring himself to the physiotherapist.
Mr Butters is a 35-year-old office manager who intermalleolar distance reduced. The physiotherapist
was referred by the rheumatologist to the specialist initiated an intensive course of hydrotherapy and
rheumatology physiotherapist in the rheumatology exercises. His home exercise programme was reviewed
multidisciplinary team. Mr Butters had stopped and modified to allow him to do some at work. The
attending yearly rheumatology clinic reviews for his patient was introduced to evening hydrotherapy sessions
AS about three years ago but had been referred back run by the local NASS branch to allow him to have
by his GP because he had been signed off sick from regular hydrotherapy when he returned to work. He was
work due to the pain he was having and because of also encouraged to access the NASS website to gain
deteriorating function. Mr Butters had found it hard to more information about AS. The occupational therapist
fit regular rheumatology reviews in with work. He had gave advice about seating, pillows and how to pace his
also gradually reduced the amount of exercises he had physical activity.
been doing until he had stopped them altogether. His In addition to addressing the patients pain and
job involved prolonged sitting so during the day he was function the rheumatologist requested that the
working in a fixed posture for hours at a time. physiotherapists undertook an assessment of the patient
On assessment he displayed increased tragus to using the Bath indices. These were used to determine
wall distance, reduced chest expansion and a flexed the patients eligibility to receive anti TNF therapy
posture. Modified Schobers index on flexion was 2cm. according to NICE guidelines. As the patient was eligible
and there was reduced range of lumbar side flexion. for treatment, regular reviews in the rheumatology
Cervical movement was reduced in all directions. There clinic were required. The physiotherapist supported the
was some restriction of hip range of movement with rheumatologist in the review process.
factor on the advice, exercise and functional adap- splints and supports (see Ch. 12). Some degree of
tation used in inflammatory arthritis. The pain of splint modification might be required if psoriatic
enthesitis can be helped through orthoses (eg heel plaques are irritated by splint contact (Melvin 1989).
pads) as left untreated it can cause gait disruption Box 19.5 summarises a nonpharmacological
as a result of the pain (see Ch. 13). Appropriate intervention plan for patients with Spondyloar
exercises such as Achilles tendon stretches might be thropathies. Further information on interventions
helpful. Deformities of PsA are often treated with can be found in the preceding chapters. General
Chapter 19 Ankylosing spondylitis and the seronegative spondyloarthopathies 285
Useful websites
(AS). The Bath AS Metrology Index. split? Ann. Rheum. Dis. 64 (Suppl Van der Linden, S., Valkenburg, H.
J. Rheumatol. 21 (9), 16941698. II), ii9ii13. A., Cats, A., 1984. Evaluation of
Jewell, D.P., 1993. Ulcerative Colitis. National Ankylosing Spondylitis diagnostic criteria for ankylosing
In: Sleisenger, M.H., Fordtran, J. Society, 2007. Guidebook for spondylitis: a proposal for
S. (Eds.), Gastrointestinal Disease, Patients. A Positive Response to modification of the New York
fifth ed, vol. 2. WB Saunders Ankylosing Spondylitis. NASS, criteria. Arthrit. Rheum. 27,
Company, Philadelphia. Richmond, UK. 361368.
Jones, G., Crotty, M., Brooks, P., 2000. NICE, 2006. Ankylosing spondylitis, van Tubergen, A., Hidding, A.,
Interventions for treating psoriatic adalimumab, etancecept and 2002. Spa and exercise treatment
arthritis. Coch. Database Syst. Rev. infliximab: appraisal consultation in ankylosing spondylitis: fact
(1) Issue 3 Art No. CD 000212. document. TA104. Available: National or fancy? Best Pract. Res. Clin.
Jones, S.D., Steiner, A., Garrett, S.L., Institute of Clinical Excellence http:// Rheumatol. 16 (4), 653666.
et al., 1996. The Bath Ankylosing guidance.nice.org.uk. Veale, D., Fitzgerald, O., 2002. Psoriatic
Spondylitis Patient Global Score NICE, 2007. Psoriatic arthritis arthritis. Best Pract. Res. Clin.
(BAS-G). Br. J. Rheumatol. 35 (1), (moderate to severe) adalimumab: Rheumatol. 16, 523525.
6671. guidance. TA125 Available: Ward, M.M., 2006. Outcomes in
MacKay, K., Mack, C., Brophy, S., National Institute of Clinical ankylosing spondylitis : what
et al., 1998. The Bath Ankylosing Excellence http://guidance.nice. makes the assessment of treatment
Spondylitis Radiology Index org.uk. effects in ankylosing spondylitis
(BASRI); a new, validated approach Olivieri, I., Van Tubergen, A., different? Ann. Rheum. Dis. 65
to disease assessment. Arthrit. Salvarani, C., et al., 2002. (suppl III), iii25iii28.
Rheum. 41 (12), 22632270. Seronegative Spondyloarthritides. Woolacott, N., Bravo Vergel, Y.,
MacKay, K., Brophy, S., Mack, C., Best Pract. Res. Clin. Rheumatol. 16 Kainth, A., et al., 2006. Etanercept
et al., 2000. The development (5), 723739. and inflximab for the treatment
and validation of a radiographic Rudwaleit, M., Khan-Muhammad, A., of psoriatic arthritis; a systematic
grading system for the hip in Sieper, J., 2005. The challenge of review and economic evaluation.
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McVeigh, C.M., Cairns, P., 2006. spondylitis and low back pain. Philadelphia.
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289
Chapter 20
Osteoporosis
Caitlyn Dowson MBChB FRCP Haywood Hospital, Stoke on Trent NHS Primary Care Trust, High Lane, Stoke-on-Trent, UK
Rachel Lewis MCSP SRP HT Physiotherapy Department, Southmead Hospital, Bristol, UK
Introduction A B C D
Diagnosis
Aetiology
As osteoporosis causes no symptoms until fractures
Bone undergoes a repetitive cycle of remodel- or kyphosis occur, it may remain undiagnosed for
ling. Osteoclasts break down the bone (resorption) many years. Whilst the strongest predictive factors
and osteoblasts rebuild it (formation) (Fig. 20.1). for sustaining osteoporotic fractures are a previous
Chapter 20 Osteoporosis 291
Figure 20.2 DEXA Scanner. Image on loan Courtesy of Vertec and Hologic.
fracture and a low bone mass measurement 2000) but other bone qualities such as elasticity
(Bouxesin 2003, Cummings et al 1995), diagnosis and architecture, not measurable with DEXA, also
may predate fractures if individuals and health care contribute.
professionals routinely consider the risks for oste- Bone density readings of the hip and spine are
oporosis, fractures and falls. A variety of tools, such given as the number of standard deviations below
as paper or electronic questionnaires, are avail- the mean peak bone mass of a 20 to 30 year old
able to facilitate the identification of patients at risk woman (T-score), the standard deviations below the
(Kanis et al 2002, Kanis & Gluer 2000). age matched mean (Z-score) (Fig. 20.3A,B) and as a
The gold standard method for diagnosis is reading of g/cm2. A woman has normal bone density
to measure bone mass, or bone mineral density if her T-score is no lower than 1 standard devia-
(BMD), using dual energy x-ray absorptiometry tion below the young adult mean (T-score higher
(DEXA). DEXA scans are quick, comfortable and than 1). Osteopaenia (mild thinning of the bones)
relatively cheap to perform and involve minimal is present if density lies between 1 to 2.5 standard
radiation exposure (equivalent to about a days deviations below the young adult mean. Readings
background radiation) (Fig. 20.2). DEXA results representing osteoporosis are more than 2.5 stand-
correlate strongly with fracture risk (Kanis & Gluer ard deviations below the young adult mean (T-score
292 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Femoral neck
1.4
1.2
1.0
0.8
T-score
1.0
BMD
0.6 2.5
0.4
0.2
0.0
20 25 30 35 40 45 50 55 60 65 70 75 80 85
Age (years)
World Health Organisation criteria for bone density readings
Normal Osteopaenia Osteoporosis
B
A T-score vs. White Female: Z-score vs. White Female. Source NHANES
Figure 20.3 DEXA report showing normal hip bone density of a 42-year-old female. The light green shaded area represents
normal bone density (T-score above 1), the white osteopaenia (T-score between 1 and 2.5) and the darker green
osteoporosis (T-score below 2.5). Image on loan courtesy of Vertec and Hologic.
below 2.5) and established osteoporosis is present metabolic, endocrine and malignant disease are
if at least one fragility fracture has occurred at this often performed in patients with low bone den-
low level (WHO 1994). If the Z-score is low, bone sity. Typically, these tests include full blood count,
density is lower than expected for the patients age erythrocyte sedimentation rate (ESR), urea and elec-
and other risk factors or underlying disease must be trolytes, liver function, bone biochemistry, thyroid
considered. The same criteria are used for men but function, testosterone and gonadotrophins (in men)
further work is required to determine the relation- and perhaps parathyroid hormone and vitamin D
ship between these scores and fracture risk. levels (depending on the history and other find-
Bone biochemistry (consisting of corrected cal- ings). Serum immunoglobulins and electrophoresis
cium, alkaline phosphatase and inorganic phos- and urinary Bence-Jones proteins should be meas-
phate) is normal in osteoporosis. Serum and urinary ured if myeloma is suspected.
bone marker measurements are used to determine Calcium and vitamin D deficiency can occur in
osteoblast and osteoclast activity, but may only be specific populations e.g. those from the Indian sub
available in research departments. Other diagnos- continent including teenage girls, and is common
tic tools used for diagnosis, screening, or research amongst older people, particularly those in long-
purposes include heel ultrasonography, quantita- term nursing or residential care. This is often due
tive computed tomography (QCT) and bone biopsy. to poor dietary intake, lack of adequate sunlight
Bone biopsy provides a definitive diagnosis of exposure, reduced intestinal absorption or renal
osteoporosis but is rarely required. Axial DEXA is impairment and leads to impaired mineralisation
recommended to confirm a diagnosis of osteoporo- of bone, known as osteomalacia. The bones become
sis following a positive finding on peripheral imag- soft, prone to fracture and appear less dense on
ing e.g. heel ultrasonography. DEXA. Blood tests may show low/normal calcium,
high/normal alkaline phosphatase, low phosphate,
and a high parathyroid hormone level (secondary
Differential diagnosis hyperparathyroidism) (Fig. 20.4).
An elevated serum corrected calcium level
Low bone density can be assumed to be due to oste- should raise suspicion of underlying malignancy
oporosis only if other causes have been excluded (primary or metastatic), myeloma or primary hyper-
(Box 20.2). For this reason screening blood tests for parathyroidism due to a parathyroid adenoma.
Chapter 20 Osteoporosis 293
Calcium release
via bone resorption
Parathyroid
hormone
excretion
Low serum Calcium reabsorption Serum
calcium by the kidneys calcium
Vitamin D
activation
Calcium absorption
in the gut
Figure 20.4 Simplified diagram of the metabolic response to low serum calcium levels.
metabolic bone disease or malignancy (Box 20.2). becomes more pronounced, the lower ribs impinge
Patients at greatest risk for suffering an osteoporotic on the iliac crests and the abdomen protrudes. An
fracture are those who have already fractured and exaggerated cervical lordosis is apparent when the
those with known low bone mass. For instance, the patient attempts to look straight ahead. Evidence of
relative risk for sustaining a new vertebral fracture is a previous wrist fracture may also be seen such as
more than doubled for a patient with a previous ver- the classical dinner fork deformity of a Colles frac-
tebral fracture and quadrupled if the patient also has ture. A shortened externally rotated leg is highly
low bone density. A woman who has just sustained a suggestive of a fractured neck of femur.
vertebral fracture has a one in five chance of sustain- Examination of the locomotor system includes
ing another within one year (Lindsay et al 2001). inspection followed by palpation and then assess-
Fracture liaison services have been shown ment of movement and function. Palpation of the
to improve identification of high-risk patients spine for instance may reveal marked tenderness at
(McClellan et al 2003). Without these services in place, the site of a fractured vertebra or associated power-
less than 10% of high-risk patients attending fracture ful spasm of the paravertebral muscles. Movement
clinics are identified, diagnosed or treated for oste- of the spine is likely to be globally reduced following
oporosis (RCP 2007). As many fractures occur follow- an acutely painful vertebral fracture. Pain increases
ing falls, patients risks for falls must also be assessed with flexion or with increased intrathoraic pressure
in detail and referrals made to physiotherapists or such as coughing, patients balance, gait and ability
specialist falls clinics as appropriate. Reduction of the to perform simple activities of daily living, including
risk for falls among the older age group requires a dressing may be significantly impaired.
comprehensive multidisciplinary falls risk evaluation In addition to examination of the locomotor sys-
and multifactorial intervention (NICE 2004). tem it is imperative that patients suspected of suf-
fering with osteoporosis also undergo a full medical
examination to elicit signs of any underlying cause
Examination
for their low bone density (Box 20.2).
Whilst some fractures may be painfully obvious oth-
ers may be detected only after careful examination
Radiography
and investigation. Thoracic kyphosis (Fig. 20.5A,B)
may develop gradually as one vertebra after
Plain radiography
another fractures (or is compressed) or more sud-
denly if one or more severe wedge fractures occur. The incidental x-ray finding of radiological osteopae-
The development of the Dowagers hump is a well nia or vertebral fractures, warrants further assess-
recognised but late sign of osteoporosis. As this ment for osteoporosis. These incidental vertebral
A B
Figure 20.5 (A), (B) Thoracic kyphosis. (Dowagers hump) (A) Marked thoracic kyphosis due to multiple osteoporotic fractures
in an elderly woman with (B) corresponding radiograph. With permission Hochberg MC (2008). Elsevier.
Chapter 20 Osteoporosis 295
fractures may have been spontaneous and painless Quantitative computed tomography
or due to trauma many years ago. Previous x-rays
may reveal the age of the fracture and progression Quantitative computed tomography (QCT) of the
of the condition. Confusion sometimes arises when spine have been used mainly in research settings
reporting which vertebra has fractured. The same and are reported to give additional information
fracture may be reported as a T4 vertebral fracture regarding bone quality that is not detected on bone
on one x-ray and a T3 compression fracture on densitometry (Engelke et al 2008).
another occasion. However, vertebral deformities
do not resolve. On a lateral view, they are described
as a compression or crush fracture when the verte- Progression and prognosis
bra is reduced in height, a wedge fracture when the
anterior portion is compressed, or a biconcave frac- Osteoporosis cannot be cured but the rate of bone
ture if the height of the central portion of the verte- loss may be slowed and the risk for further fractures
bra is reduced superiorly and inferiorly. reduced (but not eliminated). Gradual bone loss is
a normal feature of ageing, thus interventions may
be deemed to be successful if bone density remains
Bone densitometry stable. Although most treatments offer only a small
increase in bone density of up to about five percent
As bone density changes only gradually over years,
during the first year or two, fracture risk reduction
and DEXAs have a margin of error of a couple of
may be up to seventy percent (Black et al 1996, 2007).
percent, there is nothing to be gained by monitor-
Difficulties arise when patients sustain further
ing patients more frequently than every three to
fractures despite treatment. This may reflect lack
five years. Exceptions include patients with severe
of efficacy, or conversely, even more fractures may
established osteoporosis in whom response to
have occurred had treatment not been given. Poor
treatment is in doubt because of ongoing medical
adherence is common and reasons include the
problems, numerous ongoing risk factors, difficul-
development of side-effects, difficulties following
ties tolerating medication, further fractures and in
the administration instructions and inappropriate
whom a deteriorating scan result is likely to influ-
expectations and then disappointment when, for
ence their management.
example, the medication fails to relieve back pain.
Spinal morphometry
Spinal morphometry using bone densitometry can
also be used and although less information is pro-
vided by these images compared with plain x-ray,
the radiation dose is much lower (Fig. 20.6).
As osteoporosis does not affect morbidity or factors for osteoporosis, fractures and falls should
mortality until fractures occur, there is a danger of be addressed and deficiency in calcium and vitamin
diagnosing people too early and creating a large pop- D avoided.
ulation of worried well. However, if patients remain
undiagnosed and subsequently fracture, the outcome
Patient education
can be devastating. Patients visit their GP approxi-
mately 14 times in the first year following a verte- At risk patients should be educated about oste-
bral fracture and quality of life reduces significantly oporosis prior to diagnosis if prophylaxis or lifestyle
with each subsequent vertebral fracture (Dolan & changes are required. Once a diagnosis of oste-
Jorgensen 1998). Worst still, only 25% of people suf- oporosis has been established, the patient requires
fering a hip fracture regain their previous level of an explanation of the condition, what they can do
independence and up to 20% die within 6 months. to help themselves and how long term treatment
slows progression but cannot offer a cure. Clear
instructions regarding how to take the medication
Aims and principles of are essential, including dosage and duration.
management Patients should be informed of resources avail-
able to them for advice, psychological and social
General population screening for osteoporosis is support and further information. A wide vari-
neither clinically appropriate nor cost effective. ety of information is available from The National
Selective screening of patients at high risk for oste- Osteoporosis Society (NOS 2003) and Arthritis
oporotic fractures, however, is worthwhile (NICE Research Campaign (http://www.arc.org.uk/).
2008a, 2008b, NOGG 2008, SIGN 2003). Tools that Additional information may also be available at GP
predict a patients absolute risk for fracture over 10 surgeries, hospital outpatient clinics or osteoporosis
years are particularly useful for directing treatment department help lines. Local National Osteoporosis
appropriately (Kanis 2008). Groups are established in many parts of the UK.
Treatment may be indicated for patients with
osteoporosis to reduce their risks for sustaining
their first fracture (primary prevention) or subse-
Self-management
quent fractures if they have already suffered one Lifestyle risk factors for osteoporosis, fractures and
(secondary prevention). Treatment is also recom- falls vary in significance and some are more amena-
mended to prevent the development of osteoporosis ble to modification than others (Box 20.1). Currently
(prophylaxis) such as that occurring with longterm patients are advised that they should not smoke
corticosteroid use. at all and should not drink more than 1 or 2 units
NICE Technology Appraisal Guidelines for pri- of alcohol a day. A healthy balanced diet includ-
mary prevention and secondary prevention of ing adequate amounts of calcium is important and
osteoporotic fractures in postmenopausal women, excessive caffeine consumption should be reduced.
recommend treatment only for women of certain Approximately ten minutes of sunlight exposure
age groups, with specific numbers of given risk fac- to the face and forearms reduces the risk for vita-
tors and bone density T-scores (NICE 2008a, 2008b). min D deficiency. Weight-bearing exercise delivered
NICE Clinical Guidance for the management of in a variety of ways, slows or prevents further bone
osteoporosis affecting younger women, men and loss, in postmenopausal women (Martyn-St James
people on corticosteroids is awaited. Guidance for & Carroll 2008) and physiotherapy improves pain
the prevention and treatment of corticosteroid- and functional performance (Malmros et al 1998).
induced osteoporosis is available from The Royal
College of Physicians (RCP 2000). The National
Osteoporosis Guideline Group (NOGG) give guid- Therapy management of
ance on the management of osteoporosis in men osteoporosis
and women based on the use of FRAX, an on-line
10-year probability of fracture risk assessment tool Physiotherapists and occupational therapists often
that incorporates the main risk factors identified by have a high profile within the osteoporosis team.
the World Health Organisation (NOGG 2008). Therapists can undertake specialist roles for edu-
Whilst recommendations regarding who should cation and treatment and may adopt a modern
receive medication differ, all agree that lifestyle risk matron approach to ensuring all eligible patients
Chapter 20 Osteoporosis 297
are given appropriate treatment, advice and pre- 2005, Sinaki et al 2005). Trunk lateral flexion can
ventative strategies. be assessed with a tape measure to evaluate spinal
mobility (Moll et al 1972) and highlight balance
Aims of treatment restrictions or pain limitation. Care should be taken
as patients may become unsteady when tested.
The aims of treatment are outlined below: Upper and lower limb mobility and range of move-
l Prevention of fracture ment should be tested. Due to increasing kyphosis
l Maintain/optimise bone shoulder range of movement and function can be
quality/micro-architecture limited (Pearlmutter et al 1995).
l Reduce the rate of bone loss
l Fall prevention
Function
l Maintain/improve balance
l Pain relief
Functional tests are numerous and there are many
validated tools (Ch. 4). One of the simplest tests is the
l Postural stability
timed up and go test (TUG) (Podsiadlo & Richardson
l Ergonomic advice
1991). The TUG times a patient standing from a chair
l Maintain independence/activities of daily with no arms, walking 5 metres and returning to sit
living down. The average time to complete this test is 15
l Education. seconds (Podsiadlo & Richardson 1991). Patients may
vary from 12 seconds up to 85 seconds. The TUG
Guidelines can demonstrate clinical improvement following an
intervention. Other tests to be considered include
The Physiotherapy Management of Osteoporosis functional reach, and timed stairs climb and dressing
Physiotherapy guidelines (CSP 1999, and recently activities (Helmes et al 1995, Lyles et al 1993).
updated in 2007) were accompanied by an audit
tool (CSP 2002).
Pain
Pain should be monitored. A visual analogue
Assessment score is quick (Melzack 1983, Scott & Huskisson
1976) where a pain diary can be time consuming.
Assessment should include metrology, function, Physiotherapists may use a manual therapy assess-
pain, general mobility, aerobic testing, and quality ment protocol to evaluate symptoms. However,
of life. The principles of assessment are covered in accessory mobilisations of the spine should be
chapters 3 and 4. In this section specific reference excluded due to the potential risk of further fracture
is made to assessments that have been adopted for and increase in pain levels.
people with osteoporosis.
Case studies
Write a treatment plan using the recommended a family history of osteoporosis (NICE guidance on
guidance for each of the following cases: secondary prevention, Physiotherapy guidelines for
n A post menopausal woman with risk factors for osteoporosis)
osteoporosis (NICE guidance on primary prevention, n A man with severe established osteoporosis and
Physiotherapy guidelines for osteoporosis) recurrent falls (falls guidance, physiotherapy
n A twenty-two year old woman with systemic guidelines for osteoporosis).
Lupus Erythematosus on 7.5mg prednisolone and
osteoporosis. Int. J. Rehabil. Res. 1, DOH, , 2001. National Service Genant, H.K., Wu, C.Y., van Kuijk,
4956. Framework for Older People. C., et al., 1993. Vertebral fracture
Compston, J.E., Cooper, C., Kanis, J.A., Department of Health, London assessment using a semi-
1995. Bone densitometry in Clinical Accessed on 31/01/09 at quantitative technique. J. Bone
Practice. Br. Med. J. 310, 15071510. http://www.dh.gov.uk/en/ Miner. Res. 8, 11371148.
Cooper, C., 1993. Epidemiology publicationsandstatistics/ Grafe, I.A., Da Fonseca, K., Hillmeier,
and public health impact of publications/ J., et al., 2005. Reduction of pain
osteoporosis. Baillires Clin. publicationspolicyandguidance/ and fracture incidence after
Rheumatol. 7, 459477. DH_4003066. (accessed March 2009). kyphoplasty: 1-year outcomes of
Cooper, C., Melton, L.J., 1992. Dolan, P., Jorgensen, D.J., 1998. a prospective controlled trial of
Epidemiology of osteoporosis. (3rd The cost of treating osteoporotic patients with primary osteoporosis.
edn).Trends Endocrinol. Metab. 3, fractures in the United Kingdom Osteoporos. Int. 16 (12), 20052012.
224229. female population. Osteoporos. Int. Hall, J., Bisson, D., OHare, P., 1990.
Cooper, C., Schafheutle, K., Dennison, 8, 611616. The physiology of immersion.
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of Pagets disease in Britain: Is R.G., 1990. Incidence of fractures Harding, V., Watson, P., 2000. Increasing
the prevalence decreasing. J. Bone in a geographically defined activity and improving function
Miner. Res. 14, 192197. population. J. Epidemiol. Commun. in chronic pain management.
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Osteoporosis. Chartered Society of G., et al., 2008. Clinical use of D., et al., 1995. A questionnaire to
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307
Chapter 21
Key points of onset is between the third and fifth decade of life
(Silman 1997). Scleroderma affects all racial groups
n Connective tissue disorders are uncommon conditions
but the onset of scleroderma is more likely to occur
compared to other rheumatic diseases such as
at a younger age in African American women who
rheumatoid arthritis, osteoarthritis and fibromyalgia
are more likely to develop diffuse disease, and have
but just as debilitating.
a poorer age-adjusted survival rate (Greidinger et al
n Fatigue is a universal symptom of all of the disorders
1998, Laing et al 1997). In the UK, the prevalence has
and thus patients could benefit from instruction in
been reported to range from 3.08 per 100,000 (West
energy conservation.
Midlands area) (Silman et al 1988) to 8.8/100,000
n Range of motion and strengthening exercises are
in Northeast England (Allock et al 2004) to 14.6 per
appropriate for all patients; however, extreme
100,000 in south and west London (Silman et al 1990).
care should be taken during periods of flare as in
myositis and dermatomyositis. During a flare, rest
and active-assisted to active exercises are indicated. Aetiology, pathology, immunology
As symptoms subside, gentle strengthening may be The cause of scleroderma is not known. Some pre-
incorporated into the programme. cipitating event causes cells to start making colla-
n Patient education regarding the disease process and
gen as if some injury has occurred. However, once
the medical and therapeutic management is key to the the production has begun, the cells do not turn off.
management of persons with connective tissue disorders. The excess collagen interferes with functioning of
the skin, lungs, heart, muscles and gastrointestinal
tract as well as other organs. Factors that are related
to higher rates of scleroderma include ethnicity,
geography, gender, and age.
Introduction
This chapter will provide an overview of the con- Diagnosis, differential diagnosis,
nective tissue disorders including scleroderma, special tests
systemic lupus erythematosus, dermatomyositis,
polymyositis, and mixed connective tissue disease. Many of the symptoms of scleroderma are similar
These diseases are characterized by the presence to other diseases and there are no definitive blood
of spontaneous overactivity of the immune system tests that confirm a diagnosis of scleroderma.
which results in the production of extra antibod- However, serum anti-topoisomerase (SCL-70) is
ies into the circulation. Each of these diseases has a present in 30% of people with diffuse scleroderma
classic presentation with typical findings and can and anticentromere antibody (ACA) is present in
evolve slowly or rapidly from very subtle abnor- 7080% of people with limited cutaneous sclero-
malities before demonstrating the classic features derma (Medsger 2004). Other special tests that may
which help in the diagnosis. be indicated for those with scleroderma are pulmo-
nary function tests, echocardiograms and visualiza-
tion of nailfold capillaries by microscope.
Scleroderma
Clinical presentation, clinical
Systemic sclerosis (SSc) or scleroderma is a connective features, clinical subsets
tissue disease characterized by thickening of the skin,
The two main forms of scleroderma are localized
fibrosis, and vascular and internal organ involve-
scleroderma and systemic scleroderma (Box 21.1).
ment. Scleroderma literally means thick skin.
In localized scleroderma, the skins changes are con-
fined to a specific area of the skin and the internal
organ systems are not involved (Medsger 2004).
Prevalence and incidence In systemic scleroderma, the internal organ sys-
The prevalence of scleroderma is estimated to be tems are involved and the skin involvement is less
300,000 in the USA; 4000 to 5000 new cases are diag- localized. There are two subsets of systemic sclero-
nosed each year. The disease is four times more derma: diffuse scleroderma and limited cutaneous
common in women than men and the average age scleroderma.
Chapter 21 Connective tissue disorders 309
Raynauds phenomenon
Esophageal dysfunction
Sclerodactyly
Telengiectasias
are more subtle and symptoms may not occur until Aims and principles of management
later in the disease (Follansbee & Marroquin 2004).
Later cardiac involvement may consist of arrythmias, Exercise and splinting
heart failure and pericarditis. Many people with scle-
Range of motion exercises should be started before
roderma also have kidney involvement. However,
there is any observed loss of motion. The exercises
the most important clinical manifestation is an accel-
should be performed frequently and aggressively
erated hypertension with resultant decrease or lack
and patients are encouraged to maintain a position of
of urine output precipitating a scleroderma renal cri-
stretch. Specific exercises for the hand and face can be
sis (Steen 2004, Wollheim 2004).
found in Poole (2004). In general the exercises should
emphasize flexion of the metacarpophalangeal joint,
Disease activity, progression, extension of the proximal interphalangeal joints, and
prognosis flexion and abduction of the thumb. Stretching exer-
cises for the hand were shown to increase motion and
The course of scleroderma is variable and prognosis subsequent function in daily tasks (Mugii et al 2006)
dependent on the subtype of scleroderma and tim- and several studies have found stretching exercises
ing, site and degree of internal organ involvement for the mouth increase oral aperture and ease of oral
(Medsger 2004). With early diagnosis and the intro- hygiene (Naylor & Douglass 1984, Poole, Cante &
duction of new medications such as ACE inhibitors, Brewer, et al in press). Hand splints to increase joint
some of the complications from scleroderma, such motion must be used very carefully as dynamic
as renal crisis, have been decreased. splints were shown to exacerbate Raynauds (Seeger &
Furst 1987). Static splints may be useful if clients
have inflammation but should only be worn at night
Clinical evaluation/assessment/
until the inflammation decreases.
examination subjective and
Those patients with weakness can benefit from
objective
strengthening and conditioning programmes moni-
A clinical evaluation must consist of range of toring blood pressure and other vital signs. Warm
motion, hand function, pain, fatigue, and ability water swimming programmes can be especially
to perform daily activities (ADL), including basic helpful. The only concern has been that chlorine
ADL, work and leisure activities. In addition, the in the water may act as a drying agent for skin. To
patients hand should be inspected for digital minimize this, it is recommended to shower after being
ulcers, calcium deposits, extent of skin thickness, in the water, rinse off, and rub the skin with moistur-
and Raynauds phenomenon. Table 21.1 describes izing skin creams. There is scant information regarding
assessments that have been shown to be reliable the effectiveness of conditioning exercises in peo-
and valid with persons with scleroderma. ple with scleroderma but because of limitations
The Hand Mobility in Scleroderma Test Functional joint motion test for the Performance test
(Sandqvist & Eklund 2000a, 2000b) fingers and wrists and forearm
The Arthritis Hand Function Test Assesses hand strength (grip and pinch), Performance test
(Backman & Mackie 1997, Poole et al dexterity, applied dexterity and applied
2000) strength. Normative data provided. Some
training and equipment are required
Chapter 21 Connective tissue disorders 311
in physical capacity and decreased lung functioning, The disease can be mild or life threatening. The
general conditioning exercise programs are recom- course is unpredictable in that different systems can
mended in moderation with periodic rests. be affected at different times.
Box 21.2 Guidelines for classification of systemic and psychosis. Studies of neurocognitive function
lupus erythematosus report that more than 80% have active or inactive neu-
ropsychological involvement (Denburg et al 1993).
To be classified as systemic lupus erythematosus, four Serositis in SLE may present as pleurisy, pericardi-
or more of the following 11 symptoms must be present: tis or peritonitis. Gastrointestinal manifestations are
n Malar rash common and include abdominal pain, anorexia, and
n Discoid rash nausea. Pulmonary manifestions include pneumoni-
n Photosensitivity tis, pulmonary haemorrhage, pulmonary embolism,
n Oral ulcers and pulmonary hypertension. Cardiac manifestations
n Arthritis include pericarditis, myocarditis, endocarditis or coro-
n Serositis nary artery disease.
n Renal disorder
n Neurological disorder
n Hemotologic disorder Disease activity, progression,
n Immunologic disorder prognosis
n Positive antinuclear antibodies.
The progression of SLE is highly variable and
Adapted from Tan et al (1982) depends on the organs involved. Early detection and
aggressive intervention before major organ damage
occurs increases life expectancy (Hahn 2001).
Figure 21.4 Jaccouds arthropathy. Swan-neck deformities in systemic lupus erythematosus. With permission from: Gladman
DD, Urowitz MB 2003 Ch. 122 Clinical features: Systemic Lupus Erythematosus. In: Hochberg MC et al (eds.) Rheumatology
(3rd edn), Elsevier, London, Fig. 122.10 p1363.
In clinically stable patients with mild to moderate a plan to complete activities and pace more fatigu-
disease activity, conditioning exercises of high to ing ones throughout a day or week. Energy con-
moderate intensity have been shown to be effective servation is also important when patients have
in increasing aerobic capacity without exacerbat- cognitive impairments. When cognitive impair-
ing symptoms (Carvalho et al 2005, Clarke-Jenssen ment is present, patients should plan their days
et al 2005, Daltroy et al 1995, Ramsey-Goldman et so that they perform more cognitively challenging
al 2000, Robb-Nicholson et al 1989, Strombeck & tasks earlier in the day when they are more fresh
Jacobsson 2007, Tench et al 2003). Heart rate and and alert. Using memory devices such as sched-
blood pressure should be monitored. Petri (2006) ule books or palm pilots can also help to compen-
provided the following considerations for reha- sate for memory impairments. Several studies have
bilitation. For patients with positive antiphospholi- shown that aerobic conditioning exercise programs
pid antibody or cardiac history, patients should be reduce fatigue (Robb-Nicholson et al 1989, Tench et
monitored for deep vein thrombosis. For patients al 2003). Self-management programmes that teach
with avascular necrosis, loading weight bearing coping and techniques to manage fatigue have
joints should be avoided; aquatic exercises would resulted in decrease fatigue (Sohng 2003).
be indicated. In persons with muscle involvement,
use eccentric exercise with caution (Petri 2006).
Modalities
For patients who have arthralgias, heat modalities
Energy conservation such as hot packs and paraffin wax treatments may
Fatigue is a common debilitating complaint in per- be helpful. Those with ulnar deviation and swan
sons with SLE. A healthy diet, exercise, rest and neck deformities of the fingers (Jaccouds arthopa-
managing stress may lessen the fatigue. In addition, thy) should be taught joint protection. Entrapment
incorporating energy conservation techniques into of the median nerve (carpel tunnel) occurs in some
daily life can also help manage fatigue. Patients patients. In this case, wrist splints may help allevi-
can identify activities that cause fatigue and create ate symptoms.
314 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
A B
Figure 21.7 (A), (B) Deforming arthropathy of polymyositis. (Note: the rheumatoid-like deformities. The radiograph shows
numerous subluxations but minimal erosive changes). With permission from Oddis CV, Medsger TA (2003) Ch.139
Inflammatory muscle disease: clinical features. In: Hochberg MC et al (eds.) Rheumatology (3rd edn), Elsevier, London,
Fig. 139.7 p1542.
316 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Exercise Polymyositis
This must be targeted at information gained dur-
ing evaluation and to the patients disease activity. Polymyositis is another inflammatory muscle dis-
When appropriate, patients can progress to active ease and is characterized by symmetrical proximal
and gentle resisted exercises targeted at maintain- muscle weakness. It can be accompanied by sys-
ing or improving function. Assistive devices for temic symptoms like fatigue, morning stiffness, and
gait may be helpful and require proper fitting and anorexia.
instruction. Patient and family education must
include instructions for all levels of the disease Prevalence and incidence
process. They need to understand how to modify
activity levels appropriately accounting for disease Polymyositis is uncommon, being seen in approxi-
activity at the time. For instance, resisted activities mately eight individuals per 100,000.
should not be included during periods of active
muscle inflammation. Aetiology, pathology, immunology
At this time, there is no known cause of polymyosi-
Energy conservation tis, but consideration is given to environmental fac-
tors triggering the disease in genetically susceptible
Instruction is imperative for these patients. It is
individuals. The autoimmunity factor is supported
important to decrease activity in times of flare. Use
by its association with other autoimmune diseases,
of assistive devices for ADL will allow best use of
including Hashimotos thyroiditis, Graves disease,
muscle strength and energy.
myasthenia gravis, type I diabetes mellitus and
connective tissue diseases. Also the high prevalence
Modalities of circulating autoantibodies associated with poly-
myositis and dermatomyositis include the myositis-
Gentle use of mild heat is helpful for painful mus- specific autoantibodies (MSAs) found commonly in
cles with consideration to the skin in affected areas. myositis. These are nonspecific and are also found
in overlap syndromes.
Medical management Genetic factors are evident in mouse models.
Individuals with HLS-DR3 are at increased risk for
Corticosteroids are the standard first-line medica- developing inflammatory muscle diseases. Also
tion. Initially prednisolone is generally given daily, suspicious are those carrying anti-Jo-1 antibodies,
but may be switched to IV methylprednisolone if as well as HLS-138, HLA-DR3 and DR6, HLA-DR1,
needed. Improvements may be noted in the early DR6, AND DQ1. Pathologic changes in muscle
weeks and gradually over 3 to 6 months. As many provide the strongest evidence these diseases are
as 90% of patients improve at least partially and immune-mediated. Research findings suggest the
5075% achieve complete remission of symptoms. If the pathology of polymyositis involves recognition of an
patient does not respond, immunosuppressant drugs antigen on the surface of muscle fibres by antigen-
such as methotrexate or azathioprine may be added by specific T cells.
the physician if symptoms do not subside. Topical oint-
ments may be helpful for the skin symptoms.
Diagnosis, differential diagnosis,
special tests
Sunscreen and protective clothing Diagnosis is initiated by the patient complaining of
This may be helpful to decrease damage due to sun muscle weakness and fatigue. Laboratory investigation
exposure. reveals elevated serum enzymes derived from skeletal
Chapter 21 Connective tissue disorders 317
muscle, especially creatine kinase (CK), CPK, aldo- Clinical evaluation, assessment
lase, SGOT, SGPT, and LDH. Electromyography and examination subjective and
(EMG) demonstrates myopathic changes consistent objective
with inflammation which is also shown in muscle
histology. Muscle biopsy is used to confirm muscle Evaluations by therapists include examination of
inflammation. Muscles commonly used for biopsy medical information and physical examination
include quadriceps, biceps, and deltoid. A patholo- including range of motion, muscle strength and
gist examines the tissue under a microscope. No physical function. Subjective information from the
single feature is specific or diagnostic, and a variety patient is helpful to guide treatment and appropri-
of patterns can occur. ate goal setting. Exercise management will need to
be lifelong, and patient education is paramount to
successful management. Patients need to under-
Clinical presentation, clinical stand appropriate lifestyle adjustment depending
features and clinical subsets on symptoms present at any given time.
Weakness of proximal muscles is most commonly
seen in this disease. Patients report difficulty with sit- Aims and principles of management
to-stand, navigating stairs, and lifting above shoulder
height. It could also include difficulty swallowing Exercise
or lifting the head from the pillow. Heart and lung
Therapeutic exercises are dependent on patients
involvement can lead to irregular heart rhythm,
symptoms and muscle enzymes at the time. When
heart failure and shortness of breath. It may some-
in flare, rest and active-assisted to active exer-
times be associated with cancers, including lym-
cises are indicated. As symptoms subside, gen-
phoma, breast, lung, ovarian and colon cancer.
tle strengthening may be incorporated into the
Patients must be monitored for possible cancer
programme.
occurrence.
Energy conservation
Symptoms and signs
Patients need instruction in pacing and energy
Muscle weakness is the most common symptom, conservation to decrease unnecessary muscle use,
generally in muscles close to the trunk. About 25% especially when in flare. Training may need to be
of patients complain of fatigue, a general feeling of repeated at periodic intervals as patients improve.
discomfort and weight loss and low grade fever.
Modalities
Disease activity, progression and Moist heat may be used with careful supervision
prognosis during times of flare and muscle achiness. Warm
Onset can be gradual or rapid, with varying degrees shower or baths are especially helpful if morning
of loss, muscle power and atrophy. stiffness is present. Careful monitoring of the skin is
imperative for any heat modalities.
Medical management
Patients are treated with high doses of corticoster- Mixed connective tissue disease
oids either by mouth or intravenously, in order to
decrease the inflammatory process in muscles. Mixed Connective Tissue Disease (MCTD) was
Patients must be monitored for the many potential first described in 1972 and is considered to be an
side effects of steroids. If management is not effec- overlap or mix of three specific connective tissue
tive on corticosteroids alone, immunosuppressive diseases. These are systemic lupus erythematosis
medications may be added. These could include (SLE), scleroderma and polymyositis. Patients with
methotrexate, azathioprine, cyclophosphamide, MCTD display features of the three conditions.
chlorambucil or cyclosporine. These also have side Some patients even demonstrate features of rheu-
effects that require monitoring. matoid arthritis.
318 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Presentation of MCTD symptoms education about the disease process and careful
monitoring of symptoms to determine the appro-
Symptoms include high quantities of antinuclear priate activity level. Management will follow the
antibodies (ANAs), and antibodies to ribonucleo- advice given earlier for management of SLE, sclero-
protein (anti-RNP) detectible by blood testing. In derma and polymyositis.
most cases the symptoms become dominated by
features of one of the above three diseases, most
commonly scleroderma.
Conclusion
Medical management
This chapter has provided an overview of the con-
Management is similar to that for the most common nective tissue disorders including scleroderma,
diseases which are presenting. MCTD is often consid- systemic lupus erythematosus, dermatomyositis,
ered as a subset of SLE. Children with MCTD tend to polymyositis, and mixed connective tissue disease.
have an increased incidence of Raynauds phenome- Although these disorders are very different, persons
non and hypergammaglobulinemia, but a lower inci- with these disorders could benefit from occupa-
dence of hypocomplementemia. They are less likely to tional and physical therapy to improve the perform-
develop severe nephritis or require immunosuppres- ance of daily tasks, manage fatigue and maintain or
sive therapies. A significant number of children with improve joint motion and muscle strength.
MCTD develop scleroderma. As above, treatment of
children with MCTD is identical to that for SLE.
Study activities
Therapeutic evaluation and 1. Compare and contrast the symptoms of scleroderma,
management systemic lupus erythematosus, dermatomyositis,
The therapists evaluation of clients with MCTD polymyositis, and mixed connective tissue disease.
must include evaluation of medical information, 2. How would physical and occupational therapy inter-
patients subjective information, and objective vention be similar or different for these disorders?
measurements of range of motion, strength, endur- 3. Why is management of fatigue so important for
ance and physical function. Treatment is designed these disorders?
to improve the deficits noted and includes patient
Alyson is a 38-year-old white female referred to mostly in the upper extremities, but also in her right hip.
physical therapy and occupational therapy. She was She has problems with sit to stand and with gait due
diagnosed with systemic sclerosis (scleroderma). She to her hip. Her complaint as she stated was I cannot
was an insurance underwriter, married and lived out of do anything, dressing or any household chores and the
town. Three months later, she stopped working, went on itching is driving me crazy. Management of her disease
disability and returned to Pittsburgh with her husband to this time has been medical. She has stopped all
to be closer to her family and medical care. At that time, physical activities and has help with all ADLs.
she was disheartened about her disease and needed Therapy intervention - Range of motion measurements
assistance with many activities of daily living (ADLs). were taken of all joints while instructing her in a
Alysons disease was progressing rapidly from programme of range of motion/stretching exercises.
diagnosis to evaluation in physical therapy. She also had She had limitations of 45 degrees in all shoulder planes,
involvement in kidneys, hypertension and problems with elbows were 40 degrees of extension and 30
swallowing in addition to the tight skin over hands, face degrees of full flexion bilaterally. Both wrists flexed
and upper extremities to the shoulder. She complained 70 degrees and lacked hyperextension. Supination
of joint stiffness which limited her functional activities and pronation were about half of her range and she
Chapter 21 Connective tissue disorders 319
was 1 from touching fingers to palm. She had similar for bathing and to put a bathroom caddy over her
degrees of lower extremity limitations, but was not as showerhead to hold shampoo, conditioner, and soap.
aware of these until the evaluation. She had hip flexion Alyson had difficulty with dressing and was encouraged
contractures of 30 degrees and knee contractures of 20 to wear pull over tops and pants. She was issued a
degrees, therefore walking forward flexed. Her posture button hook to help with buttoning some of her favorite
was poor with rounded shoulders and forward head. shirts. Alyson was also provided with education in
Her general strength fell in the 3 to 4 range in her energy conservation to pace herself throughout the day,
available ranges. Her endurance was not tested, but delegate tasks to family members and consider using
was reported to be poor. Alyson reported her pain in the smaller appliances such as the microwave and table
7-9/10 range most of the time. She was emotionally top (or toaster) oven in the kitchen. Although Alyson
frustrated and hopeless. Her family was supportive, was not working, her computer set up at home was
perhaps too much so. Alyson was seen for five therapy evaluated and recommendations made to lower her
sessions focusing on patient education to teach her keyboard and to try a smaller size keyboard.
a programme of heat (electric heating pad) to larger Alyson returned for a tune-up a year later. At that
joints and paraffin wax for the hands prior to exercise to time, she was still stiff, but more positive emotionally,
decrease pain, stiffness and skin tightness. She was then she had increased her physical activity and reported
instructed in range of motion with hold at maximum decreased itching and improved kidney function. Her
end range to all joints. We suggested 1520 second shoulder, elbow and hip mobility had increased at that
hold beginning with two to three repetitions increasing time. She was also independent in dressing and bathing
to 10. We also instructed her in a walking programme, and doing most of her home management tasks. She was
beginning with 5 minutes two to three times daily. also enjoying using the computer and thinking of trying
Alyson was also observed performing her ADLs and it to work part time. Stretches to hip, hamstring, cervical
was recommended that she use a long handled sponge and chest areas and fingers were increased at that time.
Emma presented to physical therapy and occupational difficulty putting her dishes in the cabinets. She felt she
therapy with a prescription from her Rheumatologist needed a rest by mid-day and was exhausted following
for strengthening exercises and ADL training Dx. shopping trips. Emma demonstrated difficulty trying to
Dermatomyositis. stand on one leg and she was nervous walking.
Emma is 58 years old and has had complaints of Following a call to Emmas rheumatologist to check
fatigue, generalised muscle aches and weakness off and she could perform strengthening exercises, she was
on for several years. Recently, she had developed a red/ instructed in range of motion exercises to all joints and
purple rash on her eyelids and muscles. Three months isometric exercises for gluteal and quadriceps muscles.
ago, her GP suggested she see a rheumatologist to better Her programme was to be done daily beginning with five
diagnose her problems. repetitions and increasing slowly to ten. She was shown
After a series of tests, including blood tests, finally use of a cane for longer distances, but had already
a magnetic resonance spectroscopy showed abnormal learned to use a shopping trolley (or buggy) on shopping
muscle metabolism and Emma was diagnosed with trips. It was also recommended that Emma get a raised
Dermatomyositis. Her past medical history is significant toilet seat and grab bars for her bathroom and a long
for weight gain, mild hypertension and the above rash sponge for bathing. To conserve energy and compensate
and fatigue. for her shoulder weakness, it was recommended that her
On evaluation, Emmas proximal muscles of both kitchen be arranged so that the more frequently used
upper and lower extremities scored 3/5 in shoulders and items were put on lower shelves that could be reached
hips, but the distal muscles were in the 4/5 range. She easily. Emma was also issued and shown how to use a
needed to use hand assist to rise from a chair and used dressing stick to get clothes over her shoulders, and to
the rails to go up and down stairs at home. She required get her trousers over her feet and a long handed shoe
assistance with chores for overhead activities and had horn to put on her shoes.
(Continued)
320 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Useful websites
Information about these conditions, clinical guidelines Condition-specific websites include:
and patient education materials can be found at (use http://www.myositis.org
the search facility for condition specific information): http://www.scleroderma.org
http://www.rheumatology.org http://www.sclerodermasociety.co.uk
http://www.arthritis.org/disease-center.php http://www.raynauds.org.uk/
http://www.medicinenet.com (Raynauds and Scleroderma Society)
http://www.nlm.nih.gov/medlineplus http://www.sclero.org
http://www.healthline.com http://www.lupus.org
http://www.mayoclinic.com/health http://www.lupusresearchinstitute.org
http://www.ninds.nih.gov http://www.lupusuk.com
rheumatology. WB Saunders, J. (Ed.), Clinical care in the Sandqvist, G., Akesson, A., Eklund,
Philadelphia, 6th ed. pp. 11251143. rheumatic diseases. ACR, Atlanta, M., 2004. Evaluation of paraffin
Krupp, L.B., LaRocca, N.G., Muir- GA, pp. 187191. bath treatment in patients with
Nash, J., et al., 1989. The fatigue Pils, K., Graninger, W., Sadil, F., 1991. systemic sclerosis. Disabil. Rehabil.
severity scale: application to Paraffin hand bath for scleroderma. 26, 981987.
patients with multiple sclerosis Phys. Med. Rehabil. 1, 1921. Sandqvist, G., Eklund, M., 2000a.
and systemic lupus erythematosus. Poole, J.L., 2004. Occupational and Hand mobility in scleroderma
Arch. Neurol. 46, 11211123. physical therapy in systemic (HAMIS) test: the reliability of a
Laing, T.J., Gillespie, B.W., Toth, M. sclerosis: an experiential approach. novel hand function test. Arthritis
B., et al., 1997. Racial differences In: Clements, P.J., Furst, D.E. (Eds.) Care Res. 13, 382387.
in scleroderma among women in Systemic sclerosis. Lippincott Sandqvist, G., Eklund, M., 2000b.
Michigan. Arthritis Rheum. 40, Williams & Wilkins, Philadelphia, Validity of HAMIS: a test of hand
734742. pp. 261268. mobility in scleroderma. Arthritis
Malcarne, V.L., 2004. Psychosocial Poole, J.L., Steen, V.D., 1991. The Care Res. 13, 382387.
adjustment in systemic sclerosis. use of the Health Assessment Seeger, M.W., Furst, D.E., 1987. Effects
In: Clements, P.J., Furst, D.E. (Eds.) Questionnaire (HAQ) to determine of splinting in the treatment of
Systemic sclerosis. Lippincott physical disability in systemic hand contractures in progressive
Williams & Wilkins, Philadelphia, sclerosis. Arthritis Care Res. 4, systemic sclerosis. Am. J. Occup.
pp. 331350. 2731. Ther. 41, 118121.
Mancuso, T., Poole, J.L., 2009. The Poole, J.L., Brower, L.M., 2004. Silman, A.J., 1997. Scleroderma-
effect of paraffin and hand exercises Validity of the scleroderma demographics and survival. J.
on hand function in persons with functional assessment Rheumatol. 48, 5861.
scleroderma. J. Hand Ther. 22 (1), questionnaire. J. Rheumatol. 31 (2), Silman, A.J., Howard, Y., Hicklin, A.J.,
7178. 402403. et al., 1990. Geographical clustering
Medsger Jr., T.A., 2004. Classification, Poole, J.L., Gallegos, M., OLinc, S., of scleroderma in south and west
prognosis. In: Clements, P.J., Furst, 2000. Reliability and validity of London. Br. J. Rheumatol. 29 (2),
D.E. (Eds.) Systemic sclerosis. the Arthritis Hand Function Test 9396.
Lippincott Williams & Wilkins, in adults with systemic sclerosis Silman, A., Akesson, A., Newman, J.,
Philadelphia, pp. 1728. (scleroderma). Arthritis Care Res. et al., 1998. Assessment of
Milligan, E.D., Horn, D.L., Ballou, S.P., et 13, 6973. functional ability in patients with
al., 1993. An assessment of the Health Poole, J.L., Conte, C., Brewer, C., scleroderma: a proposed new
Assessment Questionnaire functional et al., In press. Oral hygiene in disability instrument.
Ability Index among women with scleroderma: The effectiveness of J. Rheumatol. 25, 7983.
systemic lupus erythematosus. J. a multi-disciplinary intervention Silman, A., Jannini, S., Symmons, D.,
Rheumatol. 20, 972976. program. Disabil. Rehabil. et al., 1988. An epidemiological
Mugii, N., Hasegawa, M., Matsushita, Ramsey-Goldman, R., Isenberg, study of scleroderma in the West
T., et al., 2006. The efficacy of D.A., 2003. Systemic lupus Midlands. Br. J. Rheumatol. 27 (4),
self-administered stretching for erythematosus measures. Arthritis 286290.
finger joint motion in Japanese Care Res. 49, S225S233. Sohng, K.Y., 2003. Effects of a self-
patients with systemic sclerosis. J. Ramsey-Goldman, R., Schilling, E. management course for patients
Rheumatol. 33 (8), 15861592. M., Dunlop, D., et al., 2000. A pilot with systemic lupus erythe-
Naylor, W.P., Douglass, S.W., 1984. study on the effects of exercise matosus. J. Adv. Nurs. 42 (5),
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study. Oral Surg. Oral Med.Oral 13, 262269. et al., 2007. Incidence of systemic
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page. http://www.ninds.nih. 500505. 2007. The role of exercise in the
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Tan, E.M., Cohen, A.S., Fries, J.F., et al., of exercise. Rheumatology 42, White, B., 2004. Pulmonary fibrosis in
1982. The 1982 revised criteria for 10501054. systemic sclerosis. In: Clements, P.J.,
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A randomized controlled trial
323
Chapter 22
Systemic arthritis Usually occurs in younger children Arthritis with once to twice daily
MF spikes of fever and one or more of the
following: rash, lymph node enlargement,
hepatomegaly, splenomegaly, serositis
Oligoarthritis: Persistent Most common in 1-3 year old white girls Affects one to four joints during first 6
months
Girls:boys 4:1 Most common type of JIA
Knee most commonly affected joint
Associated with chronic anterior uveitis
particularly those who are ANA positive
Extended Iffour joints after first 6 months then
defined as extended oligoarthritis
Polyarthritis (rheumatoid factor negative) Girls:boys 3:1 Affects five or more joints in first 6
months
Usually symmetrical
Often involves small joints
Polyarthritis (rheumatoid factor positive) Most common in adolescent girls Affects five or more joints in first 6
months
Rheumatoid factor positive
Usually symmetrical
Often involves small joints of hands
Psoriatic arthritis Girls slightly more affected than boys Arthritis and psoriasis or arthritis plus
Onset between 7 and 10 years of age two of: dactylitis, nail abnormalities,
family history of psoriasis in 1st degree
relative
Enthesitis related arthritis More common in boys over the Arthritis and/or enthesitis and at least
age of 8 two from:
Sacro-iliac joint tenderness, HLA-B27
positive, 1st degree relative with HLA-
B27 disease, anterior uveitis or onset of
arthritis in a boy 8 years
Other arthritis Unclassified Arthritis persisting6 weeks that does
not meet criteria for other categories or
fulfils criteria for more than one of other
categories
Key: ILAR International League Against Rneumatism (Petty et al 2004)
(Britton & Moore 2002a) which are likely to be long Outline of assessment
term due to the chronic nature of the disease.
In paediatrics it is often tempting to talk solely Introduction
to the parent who, we might assume, will be able After eliciting information on a range of topics
to give a quick and accurate account of the symp- including: history of the condition, the child/young
toms of JIA and the impact this has on their childs persons past medical/developmental history, as
life. However, children and young people spend a well as drug history, it is important to gain insight
considerable amount of time away from their par- into the family/social history. This will allow
ents from an early age and experience their JIA on therapists to identify potential support systems
a daily basis. Parents may also not be the most reli- as well as any social/housing issues. The British
able reporters and indeed may be unaware of some Society of Paediatric and Adolescent Rheumatology
of the issues affecting their child. (BSPAR) Allied Health Professional Guidelines for
326 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
question, what have you told them? This helps and soft tissue should include: skin colour, swell-
elicit their understanding. Therapists should also ing, deformity and muscle wasting.
review what educational resources the family have
already received and provide education and other
Palpation of the joint/soft tissue
suitable resources as appropriate.
This may elicit some or all of the following: tem-
perature change, swelling, joint margin tenderness,
Mood instability of the joint, subluxation, crepitus and
To avoid upsetting parents, some children/young enthesitis related pain.
people choose not to disclose their true feelings
about their arthritis. Patients therefore need an
Range of movement
opportunity to express themselves in a safe and
supported environment. This is important for It is important to record both active and passive
screening for any mental health issues. Possible range of movement, painful movements, fluidity,
questions could include; some young people tell end feel and the type and severity of any deformity.
us they feel very frustrated/angry/sad/tearful. Do Record if there is any joint hypermobility as this can
you ever feel like this? also give rise to pain and intermittent swelling.
best meeting the needs of the child or young person Pain management
or whether another treatment approach may be bet-
ter utilised. Although pain may be a predominant feature of JIA
it can be under-recognised by health professionals and
disease activity may not be the only predictor of pain
Management (Anthony & Shanberg 2003). Therapists should there-
fore develop their understanding of pain theory and
Principles of treatment management and be aware of factors increasing per
ceptions of pain. Therapists need to equip children
There is little research-based evidence avail- and young people with the skills to manage their pain
able at present to support best practice; rather it is at home and school (see Chs 5, 10 & 11). Please note
largely shaped by clinical expertise and experience. however it is important to seek further guidance as
Patients should always be active participants in the there may be some specific precautions to consider in
design of their programmes. children. For example, the use of ultrasound over gro
wth plates (Chartered Society of Physiotherapy 2006).
Drug therapy
Exercise
A summary of the drugs used in JIA is shown in
Figure 22.1 and further details are provided in Disease specific exercise programmes have his-
chapter 15. torically played a major role in the management of
1st Line ?+ or
Non-steroidal anti-inflammatory drugs Intra-articular corticosteroids
(NSAIDs) e.g. Piroxicam, Brufen
Long acting steroids e.g. triamcinolone
Symptomatic relief, particularly for pain and EMS hexacetonide is the preferred choice in children
Anti-inflammatory action after 46 weeks (Eberhart et al 2004)
Used alone or in combination with joint injections May be used at presentation or during flares
may control disease but most will require other For young children or multiple joints best carried
drug therapy out under general anaesthetic
Biologics
Target different parts of the immune system
involved in the inflammatory process
Used when MTX failed or patient intolerant
Most commonly used is Etanercept. Others include
Infliximab and Anakinra
New biologics being developed all the time
JIA. Today exercise is still very important, but with inappropriate to participate in activities placing
advances in drug therapies and improved mor- their necks at risk, for example rugby, trampolining
bidity for many patients these tend to be less regi- and some gymnastic activities. A child with severe
mented. Short term programmes may be required polyarticular JIA might find it difficult to join in
in times of specific need and are a more realistic some games classes, so therapists need to be inven-
and manageable option. For example, when muscle tive and help find suitable activities to avoid seden-
weakness affects function or disease is poorly con- tary lifestyles. Liaison with schools, particularly PE
trolled and there is a danger of contractures. staff, to solve such issues is important.
As yet, there is no good evidence to determine
how often exercises need to be performed to be
Aquatic therapy
most effective and, clinically, opinions differ. When
designing an exercise programme, the therapist Aquatic therapy has been a commonly used modal-
must work with the patient and their family on goal ity in the management of JIA. Improved medical
setting and designing realistic programmes that fit management and financial constraints mean it is
in with daily life, rather than dominating it, as exer- used less today. Although there is little evidence to
cise routines can greatly reduce leisure time for chil- show that the physical benefits of aquatic therapy
dren with JIA and affect family activities (Britton & are any greater than land based interventions (Epps
Moore 2002b). Any programme should be regularly et al 2005), it is preferred by patients, parents and
reviewed and modified as necessary. therapists as it is an enjoyable form of therapy (Scott
Active, rather than passive, exercise is preferred 2000, Epps et al 2005). It should therefore be consid-
by most young people as it gives them a sense of ered as a treatment option, particularly where dis-
control. Gentle passive exercise is generally only ease is unremitting.
used with very small children (or older children/
young people carrying out stretching regimes).
Splints
However, even with this age group therapists can
be inventive to encourage more active exercise for There is little evidence to support splinting in JIA.
example, making up games and using music and With effective medical management splints are
action songs. Resisted exercise may be included for often unnecessary, however anecdotally they may
muscle strengthening. However, it may be contrain- be beneficial when: joints are very painful, signifi-
dicated during a severe flare as it may increase pain cant EMS interferes with function, or when deform-
levels. If pain is poorly controlled therapists should ity e.g. wrist subluxation (see Fig. 22.2) or deviation
discuss options with the doctor or try simple rem- is present. Soft collars may also be useful to give
edies, such as hot-packs, prior to exercise. symptomatic relief to the neck during an acute flare
Young people with JIA may also be less physi- in the neck (see Ch. 12).
cally active than their healthy peers (Henderson
et al 1995, Takken et al 2003) resulting in decon-
ditioning, decreased aerobic capacity and muscle
weakness, which may further reinforce an inac-
tive lifestyle. Greater emphasis is therefore placed
on encouraging children/young people with JIA
to lead a normal active lifestyle for general health
reasons e.g. cardiovascular fitness, bone density,
co-ordination, and fun. It has also been reported
that lack of fitness is not related to disease activ-
ity (Klepper et al 1992) thus other factors, such as
family anxiety about the risks of exercise, must be
considered. Most young people with JIA can partici-
pate in low-impact fitness programmes without any
adverse effects (Klepper 1999, Takken et al 2001),
with the possible exception of those with severe
hip disease (Singh-Grewal et al 2006). If a child or
young person has severe neck disease it may be Figure 22.2 A subluxed wrist.
330 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Serial splinting and casting Secondly, take steps to remediate the problem rather
than provide assistive devices to compensate for the
This is used occasionally when contractures have deficit. Interventions may include specific range of
not responded to other interventions, such as exer- movement or strengthening exercises, education
cise, resting splints and/or joint injections. Clinical and confidence building. Devices should not be
experience suggests that casting is more effective considered unless absolutely necessary and should
than serial splinting, possibly because an optimum never be the first course of action as they can rein-
position can be maintained, since the child/young force feelings of disability, and limit independence
person is unable to remove it Prior to serial casting to one particular context. This prevents children/
therapists should remind themselves of the specific young people from maximising their full poten-
associated contra-indications and take care when tial. Assistive devices may be indicated in some
stretching (Fig. 22.3). instances, for example when damage has occurred
to the joints resulting in permanent limitation in
Foot orthoses range of movement.
Children/young people with foot and ankle arthri-
tis may benefit from foot orthoses and should be Patient education
referred to an experienced orthotist or podiatrist. Education should be an integral part of all consultations
Therapists can offer advice however, on sensible, and ongoing throughout the course of the disease since
supportive and shock absorbing footwear. Trainers needs will change over time as the child/young
are ideal. In order not to set them apart from their person develops. Education about the disease, its
peers, it is important to give permission for the management, as well as generic health informa-
child/young person to wear party shoes for spe- tion, such as exercise, smoking, alcohol and diet,
cial occasions. should be provided in a variety of formats (writ-
ten and verbal) and therapists should ensure the
Assistive devices and adaptations environment is conducive to learning (Table 22.2,
Fig. 22.4).
When a deficit in occupational performance has
been identified the first course of action is to analyse
the activity to identify the specific cause. This may Psychosocial interventions
be due to a physical limitation. However, it could be Social aspects of the young persons life should be
due to other factors such as poor technique, lack of considered alongside their physical and psychologi-
confidence or simple overprotection. Firstly, ensure cal needs (Shaw et al 2004) as children/young peo-
the patient is on their optimum drug treatment. ple with JIA have been found to have limited social
participation and report an overwhelming need to
meet similar others with JIA (Shaw 1998). Health programmes are realistic and involve young people
professionals should pay attention to issues such as active participants in their disease management
as bullying, social isolation and the loss of valued and in informed decision making regarding their
social activities. In a healthcare setting discussion treatment.
of such topics can help develop rapport and build
trusting relationships. Developing interventions to
address these issues is also important. Group work Prognosis
can be a useful method, for introducing patients to
similar others, as well as addressing specific issues Prognosis tends to vary for the different sub-groups
such as transition to secondary school, back care, of JIA and outcomes are ever changing with the
independence, hydrotherapy or be purely social. introduction of new drugs. Generally, it is expected
Therapists can also be instrumental in enabling that at least one third of children with JIA will con-
children and young people to disclose their JIA to tinue to have active disease into adult life. Those
others. Many may not possess the skills and con- who do not have active disease but have permanent
fidence to do this and thus not receive appropri- joint damage or localized growth abnormalities,
ate support and understanding from those around may still have some functional limitations as adults.
them. This is an important skill to acquire however, Overall, up to 60% of children with JIA will have
and is particularly important when entering the some functional limitation as adults (Andersson-
workforce or embarking on a long-term relationship. Gare & Fasth 1995, Minden et al 2002, Packham &
Increasing knowledge of the disease, their rights Hall 2002a). As well as functional limitations, it is
under the Disability Discrimination Act (1995), con- important for therapists to consider that general
fidence building, assertiveness training and facilitat- health status, quality of life and employment might
ing communication skills are extremely useful. also be affected (Foster et al 2003, Packham & Hall
2002b). Generally, the sub-group with the best out-
come is persistent oligoarticular arthritis.
Adherence and concordance
Acknowledgements
Study activities
1. Write a comprehensive list of differential diagnoses 3. Review the BSPAR guidelines on the use of aquatic
for JIA (see Allen 1993). therapy and identify the benefits for patients
2. Obtain a copy of the Paediatric Gait Arms Legs Spine with JIA. www.bspar.org.uk/downloads/other/
DVD (pGALS 2006). This can be ordered or down hydrotherapy_standard_bspar_june_2007_final.pdf
loaded from The Arthritis Research Campaign at 4. Download resources on disclosure from the
www.arc.org.uk/arthinfo/medpubs/6965/6965.asp. following websites and consider the advantages and
Review the assessment and write notes about the key disadvantages of disclosing a chronic illness.
movements being assessed. Practice the assessment www.skill.org.uk
with one of your peers. www.dreamteam-uk.org
Charlotte: Polyarticular JIA and encourage participation in activities. She was also
encouraged to remain as active as possible to prevent
Charlottes parents took her to the GP at 12 months
gelling. Advice on pain relief was offered to her parents
of age after noticing difficulty weight bearing and
including warm baths and hot packs. Following joint
crawling. She appeared stiff in the mornings and her
injections there was an immediate decrease in pain
parents believed she was in pain. For the next 3 years
and more active exercise, including hydrotherapy, was
she saw a variety of doctors and underwent several
commenced. This did not result in any improvement
investigations including MRI under general anaesthetic,
in her knee FFDs so many months of serial casting
EMG, nerve conduction studies and muscle biopsy.
followed. The subsequent provision of night resting
Initially, a diagnosis of Cerebral Palsy was made and
splints and advice regarding seating ensured gains
Charlotte received Botulinum toxin injections followed
made during casting were not lost during leisure/sleep
by casting on two occasions. She received no benefit
time. As Charlotte made gains in her knee extension
from these and continued to deteriorate. Eventually,
through casting she was able to stand and appropriate
she required an electric wheelchair and adaptations
walking aids were also used to build confidence and
to the house. Finally, at the age of 4, Charlotte was
encourage mobility. Charlotte was visited at school on
referred to a paediatric rheumatologist who diagnosed
numerous occasions to assess her environment and her
JIA. Unfortunately, by this time, Charlotte was confined
participation in activities. Modifications, particularly
to a wheelchair, had bilateral subluxed wrists, fixed
in the bathroom, were implemented. Teachers were
flexion deformities (FFDs) of both knees of 80, elbow
educated about JIA and how they might increase her
flexion deformities (FDs) and FDs of all her finger
participation levels. An appropriate Special Educational
joints. Medical treatment was immediately instigated
Needs (SEN) programme was initiated into which the
consisting of joint injections and methotrexate.
physiotherapist and occupational therapist had input.
Eventually, Charlotte was able to take her first proper
What interventions were considered?
steps which served to motivate her further and she
Initially, much time was spent with the family offering improved to the point where she no longer needed her
support and reassurance. The disease education electric wheelchair. Although Charlotte has been left
process was also initiated consisting of face to face with significant deformities and damage to her wrists
meetings, and the provision of written resources and and hands her progress to date has been excellent. She
web addresses. As she was initially fearful of health still struggles with some fine motor skills (e.g. jean
professionals, time was spent playing with Charlotte buttons, toothpaste tubes) due to poor hand strength
and more active therapy was commenced once rapport which is to be addressed by further OT input. Charlotte
was established. Wrist splints were provided to support also continues to be monitored by physiotherapy and
the wrists in a functional position, provide pain relief further interventions will be offered as necessary.
Chapter 22 Physiotherapy and occupational therapy for children and young people with juvenile idiopathic arthritis 333
Molly. Oligoarticular JIA wears off throughout the morning and is due to early
morning stiffness. If a persistent limp is evident it may be
Molly is a 2-year-old girl recently diagnosed with
wise to assess her for any knee flexion contractures, or leg
oligoarticular onset JIA, affecting her wrist and knee.
length discrepancy which is highly likely if there has been
Mother and father are terribly upset and feel guilty as
uncontrolled disease activity in one knee joint. A shoe
they failed to notice that she had any swelling or pain.
raise may be indicated if a leg length difference is
However, they had noticed difficulties crawling initially and
found.
had visited the GP. Molly has a nursery placement three
mornings a week but her mother is finding it difficult to get
4. How is the issue of play addressed with peers
her there due to Mollys significant early morning stiffness.
and parents?
Molly is mobile but walks with a limp and trips frequently.
She has been reluctant to engage in some play activities and Play is a very important issue to discuss with parents.
appears unwilling to scribble or pick up a crayon. It is important to reassure parents it is safe for them to
Older siblings are reluctant to play with her for fear of play with their child and to encourage him/her to be as
hurting her. independent as possible. Suggestions which therapists
might make to parents could include the following:
1. What is the first course of action? n Outline the importance of play. Not only is it great
fun and can help children develop important skills
The first course of action is to support and reassure the
and stay active, it can also distract them from
parents and to try to reduce some of their guilt and
pain and improve their mood.
anxiety which may impact upon their willingness to play
n Encourage the child to be active.
and handle Molly for fear of further pain or damage.
n Involve brothers and sisters.
Advice and information about the condition should
n Consider tumble tots/nursery, or council-run
be provided, as well as strategies to alleviate some of
schemes.
Mollys pain and discomfort. A thorough assessment
n When playing protect the joints that have
should be carried out in a child friendly environment
arthritis, e.g. do not weight bear through small
which will allow you to assess her mobility and function
fingers and the hand.
at play. This will enable you to build rapport and
n Try to incorporate large movements into games
facilitate later handling to formally assess range of
which move the joint through its full range of
movement etc.
movement.
2. What steps can be taken to manage Mollys early If Molly enjoys scribbling but her wrist is painful
morning stiffness? you may want to try a work splint to provide some
support.
Several things can be considered including night resting
splints if she is unable to walk or use her hand first thing 5. How can you encourage a child of 2 or 3 years old
in the morning. You might also advise the parent to give to do exercises?
Molly a warm bath first thing in the morning and then
warm her clothes on the radiator, or to take analgesia, When young children have joint problems it is often very
such as paracetamol, followed by a short rest. You should difficult, if not impossible, to persuade them to carry
also liaise with the nursery to provide information about out formal exercise programmes. Battles over exercises
the condition and suggest an afternoon placement rather can lead to anxiety and unhappiness for both child
than morning to optimize her participation and enjoyment. and parents. However there are lots of fun activities
which can benefit them in much the same way. Offering
3. What factors are considered when assessing walking? rewards such as star charts might work for some young
Firstly, Molly should be observed walking. A history from children.
the parents is important at it may be reveal that the limp
334 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
Useful websites
Useful resources for teaching children and young people Further professional information can be obtained from.
about their disease can be obtained from: www.bspar.org.uk/.
Arthritis Research Campaign. http://www.arc.org.uk/ Dedicated rheumatology expert adolescent multi-
arthinfo/publist.asp?ProductClassID5/. disciplinary team website. www.dreamteam-uk.
Arthritis Care. http://edit.arthritiscare.org. org/.
uk/LivingwithArthritis/Youngpeople/. National Bureau for Students with Disabilities www.skill.
The Childrens Chronic Arthritis association (CCAA). org.uk/.
www.ccaa.org.uk/.
patients with juvenile idiopathic Edmonton 2001. J. Rheumatol. 31 Southwood, T.R., Malleson, P., 1993.
arthritis. Arthritis Rheum. 46 (9), (2), 390392. The team approach. In: Southwood,
23922401. Scott, J.M., 2000. Hydrotherapy or T.R., Malleson, P. (Eds.), Clinical
Nugent, J., Ruperto, N., Grainger, land-based exercises: a patient Paediatrics 1:3: Arthritis in Children
J., et al., 2001. for the Paediatric satisfaction survey. Ann. Rheum. and Adolescents. Bailliere Tindall,
Rheumatology International Trials Dis. 59, 9. abstract. London, p. 729743.
Organisation (PRINTO). The Shaw, K., 1998. The experience of Takken, T., van der Nett, J.J., Helders,
British version of the Childhood children with juvenile chronic P.J., 2001. Do juvenile idiopathic
Health Assessment Questionnaire arthritis. J. Natl. Assoc. Rheumatol. arthritis patients benefit from an
(CHAQ) and the Childhood Occup. Ther. 12 (1), 2023. exercise program? A pilot study.
Health Questionnaire (CHQ). Clin. Shaw, K., Southwood, T., McDonagh, Arthritis Care Res. 45, 8185.
Exp. Rheumatol. 19 (Suppl. 23), J., 2004. Its not about arthritis is Takken, T., Van der Net, J., Kuis, W.,
s163s167. it? Its about living with it. Users Helders, P.J., 2003. Physical activity
Packham, J., Hall, A., 2002a. Long- perspective of transitional care for and health related physical fitness
term follow-up of 246 adults adolescents with juvenile idiopathic in children with juvenile idiopathic
with juvenile idiopathic arthritis: arthritis. Rheumatology 43, 770778. arthritis. Ann. Rheum. Dis. 62 (9),
functional outcome. Rheumatology Singh, G., Arthreya, B.H., Fries, 885889.
41 (12), 14281435. J.F., Goldsmith, D.P., 1994. Thomas, E., Barrett, J.H., Donn, R.P.,
Packham, J., Hall, A., 2002b. Long- Measurement of health status in et al., 2000. Subtyping of juvenile
term follow up of 246 adults with children with rheumatoid idiopathic arthritis using latent
JIA: education and employment. Arthrits. Arthritis Rheum. 37, class analysis. British Paediatric
Rheumatology 41 (12), 14361439. 17611769. Rheumatology Group. Arthrit.
Petty, R.E, Southwood, T.R., Manners, Singh-Grewal, D., Wright, V., Bar-Or, Rheum. 43, 14961503.
P., et al., 2004. International League O., Feldman, B.M., 2006. Pilot study Werner, E., 1989. High risk children in
of Associations for Rheumatology of fitness training in polyarticular young adulthood: a longitudinal
classification of juvenile idiopathic childhood arthritis. Arthritis study from birth to thirty-two. Am.
arthritis: second revision, Rheum. 55 (3), 364372. J. Orthopsych. 59, 7281.
337
Chapter 23
Miscellaneous conditions
Edward Roddy DM MRCP(UK) Arthritis Research Campaign National Primary Care Centre, Primary Care Sciences,
Keele University, Keele, UK
David G.I. Scott MD FRCP Department of Rheumatology, Norfolk & Norwich University Hospital, Norwich, UK
A B
Figure 23.1 Tophaceous deposits of subcutaneous monosodium urate crystals on (A) the right 2nd toe (white arrow) and
(B) elbow.
Chapter 23 Miscellaneous conditions 341
primary gout (Jordan et al 2007, Zhang et al 2006). Chronic pyrophosphate arthopathy presents with
In diuretic-induced gout the diuretic should be features of OA (chronic pain and stiffness, crepitus,
stopped or the dose reduced wherever possible. bony swelling and restricted movement) with or
without superimposed attacks of acute synovitis.
Urate-lowering therapy The knee is again the most frequently affected site.
Chondrocalcinosis is a common asymptomatic inci-
The aim of urate-lowering therapy is to reduce SUA dental radiographic finding in the elderly.
below the saturation threshold of urate (Li-Yu et al CPPD crystals can be identified by compensated
2001). The most commonly used drug in the UK is polarised light microscopy of aspirated synovial
allopurinol. Other options include uricosuric agents fluid as rhomboid or rod-shaped crystals with weak
such as sulphinpyrazone, probenecid and benzbro- positive birefringence. Plain radiographs may show
marone. New drugs in development include febux- chondrocalcinosis or the structural changes of OA.
ostat and recombinant uricase. Chondrocalcinosis mainly affects fibrocartilage and
is most commonly seen at the knee (Fig. 23.2), wrist
Pyrophosphate arthropathy and symphysis pubis. Screening for haemochroma-
tosis, hyperparathyroidism, hypomagnesaemia and
Calcium pyrophosphate dihydrate (CPPD) crystal hypophosphatasia is indicated under the age of 55
deposition is a common age-related phenomenon years and when radiographic chondrocalcinosis
that has three main clinical manifestations: (1) acute is particularly striking and widespread (Wright &
synovitis (pseudogout), (2) chronic pyrophosphate Doherty 1997).
arthropathy and (3) the incidental finding of carti- The most important differential diagnoses of
lage calcification (chondrocalcinosis) on plain radi- pseudogout include septic arthritis and gout (Box
ographs. Over 40 years of age, the UK community 23.1). Chronic pyrophosphate arthropathy may be
prevalence of pyrophosphate arthropathy is 2.4% confused for rheumatoid arthritis (RA) or polymy-
and chondrocalcinosis is 4.5% (Neame et al 2003, algia rheumatica depending on the sites involved.
Zhang et al 2004).
Management
Aetiology The evidence for non-pharmacological management
CPPD deposition is most commonly idiopathic of pseudogout is sparse but treatment options are
being more common in females and with increasing similar to those for gout: application of ice-packs
age. In the context of chronic pyrophosphate
arthropathy, it associates with OA (Dieppe et al
1982, Zhang et al 2004). CPPD deposition may also
occur as a consequence of metabolic disease; most
importantly, haemochromatosis, hyperparathy-
roidism, hypomagnesaemia and hypophosphata-
sia (Jones et al 1992). Familial CPPD deposition is
uncommon although genetic mutations associat-
ing with chondrocalcinosis have been identified
(Pendleton et al 2002, Williams et al 2003).
and initial rest of the affected joint with rapid mobi- for example, Lfgrens syndrome (Mana et al 1994,
lisation once improving. Pharmacological options Mana et al 1999). Erythrocyte sedimentation rate
include NSAIDs (with caution in the elderly), low- and c-reactive protein are often elevated (Visser
dose colchicine and systemic and intra-articular et al 2002). Hypercalcaemia or hypercalciuria may
corticosteroids. also be present. Radiography and computed tom-
There is no specific therapy for chronic pyro- ography (CT) of the chest may reveal bilateral hilar
phosphate arthropathy. Treatment principles are as lymphadenopathy or evidence of interstitial lung
for OA and may include education, exercise, weight disease. In many cases, a biopsy specimen of an
loss, walking aids, analgesics and surgery with affected organ is required to make a tissue diag-
superimposed attacks of acute synovitis treated as nosis, for example, transbronchial lung biopsy
above. or lymph node biopsy. Angiotensin-converting
enzyme (ACE), which is produced by macrophages
within granulomata, is elevated in 4090% but may
Sarcoidosis be normal in acute sarcoid arthritis.
Given the protean manifestations of sarcoido-
Sarcoidosis is a multisystem disorder of unknown sis, the differential diagnosis is wide and depends
aetiology characterised by non-caseating granuloma- upon which organs are affected. Important diag-
tous inflammation of affected organs. A recent UK noses to consider include tuberculosis, lymphoma
study found the incidence of sarcoidosis to be 5.0 per and malignancy. The differential diagnosis of acute
100,000 person-years between 1991 and 2003 (Gribbin sarcoid arthritis includes reactive arthritis and gout.
et al 2006). The incidence is higher in females and Chronic sarcoid arthropathy may mimic RA.
Afro-Caribbean individuals and peaks between the
ages of 20 and 49 years (Rybicki et al 1997).
Management
Clinical presentation and clinical The treatment of acute sarcoid arthritis is largely
features symptomatic. Symptoms are often responsive
to NSAIDs (Visser et al 2002) although corticos-
Almost any body system can be involved although
teroids may be necessary in a small number of
the lungs, skin, lymph nodes and eyes are most
patients. Corticosteroids are the mainstay of treat-
frequently affected (Baughman et al 2001).
ment for patients with significant symptomatic
Musculoskeletal involvement, including arthritis,
severe pulmonary and extra-pulmonary dis-
tenosynovitis, myopathy and bony lesions, occurs in
ease (Paramothayan et al 2005, Pettersson et al
1025% of cases (Gumpel et al 1967, Perruquet et al
2000). Steroid-sparing agents such as methotrex-
1984, Rybicki et al 1997). Sarcoid arthritis has acute
ate, antimalarials or ciclosporin are often tried
and chronic forms. Acute sarcoid arthritis presents
although the evidence-base for their use is limited
with acute swelling, warmth, erythema and tender-
(Paramothayan et al 2006). Response of sarcoidosis
ness characteristically affecting the ankles or knees
to infliximab is reported (Doty et al 2005, Saleh et al
(Gumpel et al 1967, Visser et al 2002). It is often
2006, Sweiss et al 2005) although these findings
accompanied by fever, bilateral hilar lymphadenop-
were not replicated in a recent phase II randomised
thy and erythema nodosum (Lfgrens syndrome)
trial (Baughman et al 2006).
(Mana et al 1999, Visser et al 2002). Chronic sarcoid
arthropathy is more common in Afro-Caribbean
subjects and targets the same joints as acute sarcoid
arthritis manifesting as an oligo- or polyarthritis
Prognosis
(Gumpel et al 1967). Affected patients tend to have Acute sarcoidosis is usually a benign condition
evidence of chronic disease in other body systems, (Demirkok et al 2007, Glennas et al 1995, Perruquet
for example, the skin or interstitial lung disease. et al 1984, Visser et al 2002) with 90% of cases
achieving remission within 2 years (Mana et al
1999). A small number of cases progress to develop
Diagnosis and differential diagnosis
chronic disease (Gran & Bohmer 1996, Neville
The diagnosis of acute sarcoidosis may be made on 1983). Mortality is infrequent but is usually due to
clinical grounds when the presentation is typical, pulmonary involvement (Reich 2002).
Chapter 23 Miscellaneous conditions 343
include hepatitis B (classic polyarteritis nodosa) and and presents with non-specific systemic symptoms
hepatitis C (cryoglobulinaemic vasculitis). A number which later lead to loss of pulses and claudication,
of drugs may trigger vasculitis, usually small ves- especially of the upper limbs.
sel vasculitis. The ANCA-associated vasculitides
have only recently come into the group of condi-
tions thought to be autoimmune because of the Medium vessel vasculitis
presence of ANCA an antibody directed against
neutrophil cytoplasmic antigens, where the specifi- Polyarteritis nodosa is a term that has been around
city for proteinase 3 is strongly linked to Wegeners for over 140 years and was loosely applied to many
granulomatosis and myeloperoxidase to micro- cases of systemic vasculitis. Recent reviews and the
scopic polyangiitis. These antibodies form part of introduction of testing for the ANCA antibodies has
the immunological investigations carried out in led to a reclassification of this as a disease restricted
cases where vasculitis is suspected. to medium sized vessels which is now quite rare. It
is characterised by the formation of aneurysms in
medium sized arteries. Patients can present with sys-
Large vessel vasculitis temic symptoms, rash (particularly livido reticularis),
nerve damage (mononeuritis multiplex), hyperten-
Giant cell arteritis is commonly linked to poly- sion and internal organ infarction. The disease when
myalgia rheumatica. It is a disease affecting par- triggered by hepatitis B is best treated with anti-viral
ticularly an older population over the age of 50, treatment plus plasma exchange.
and usually over the age of 60, presenting com- Kawasaki disease (mucocutaneous lymph node
monly with severe temporal headaches, temporal syndrome) is an acute inflammatory disease affect-
artery tenderness and a high ESR. It is important ing children, usually under the age of 5 years, pre-
that this diagnosis is recognised as it is very sensi- senting with fever, rash, swollen lymph glands
tive to steroid treatment, but untreated can lead and palmoplantar erythema. In about a quarter
to blindness because of involvement of blood ves- of untreated children the coronary arteries can be
sels affecting the optic nerve (ciliary artery and involved, leading to a small but significant mortal-
branches). Takayasus arteritis by contrast affects a ity (approx 2%) and sometimes later in life myocar-
much younger population, is very rare in the UK dial ischaemia and infarction.
Chapter 23 Miscellaneous conditions 345
Medium and small vessel of the other diseases outlined above. There are a
vasculitides number of very specific patterns of small vessel vas-
culitis known as Henoch-Schnlein purpura (HSP),
This group is also sometimes known as the primary cutaneous leukocytoclastic vasculitis and cryoglob-
systemic vasculitides. They are separated from pure ulinaemia. Henoch-Schnlein purpura is mainly
small vessel vasculitis because they can involve seen in children who present with a purpuric rash,
larger vessels and be associated with aneurysms, arthritis (usually involving large joints), abdominal
they are also particularly associated with ANCA pain, and haematuria. The kidney disease is usually
and are not infrequently associated with significant mild in comparison with the ANCA-associated vas-
renal impairment due to an inflammatory glomer- culitides. Immunoglobulin A is detected in involved
ulonephritis. Although they occur at any age, the tissue, particularly the kidney. When HSP involves
peak incidence is 6070 years. adults the kidney involvement can be more severe,
Wegeners granulomatosis is the most common and it may be difficult sometimes to differentiate
of the three diseases in the UK and northern Europe from microscopic polyangiitis.
(microscopic polyangiitis is commoner in southern Cryoglobulins are proteins which precipitate in the
Europe and Japan). It is characterised by granuloma cold. Cryoglobulinaemic vasculitis usually presents
formation involving the upper and lower airways with a skin rash, but also digital ischaemia and
and glomerulonephritis. The lungs are involved in ulcers, arthralgia and mild neuropathy. It is strongly
about 45% with nodules which can cavitate, leading linked to hepatitis C infection.
to haemoptysis. Upper airway involvement, partic-
ularly in the naso-pharynx, leads to destruction of Investigations of vasculitis
the sinuses and presents often with epistaxis, crust-
ing and also complications such as deafness. The These can be split into different sections as follows:
prognosis of Wegeners granulomatosis in terms l Tests to assess the degree of inflammation
of mortality relates to kidney involvement, but the include blood count and the acute phase
upper airway involvement can lead to very signifi- response (ESR, CRP).
cant morbidity and be difficult to treat. l Investigations to assess specific involvement
Microscopic polyangiitis (MPA) is character- include urinalysis for kidney involvement,
ised by vasculitis that usually presents with kid- formal renal function (such as creatinine
ney involvement, but sometimes presents with clearance, 24 hour urine protein excretion and
lung haemorrhage due to small vessel bleeding biopsy), chest X-ray, liver function tests, nerve
from vasculitis. The kidney changes are identical to conduction studies, ECG, echo and occasionally
Wegeners-glomerulonephritis with few immune angiography.
deposits (pauci immune glomerulo-nephritis). l Immunological tests are undertaken with
Churg-Strauss syndrome is characterised by allergy, aetiology in mind. ANCA, as outlined above,
particularly late onset asthma followed by sys- is particularly useful for Wegeners and
temic vasculitis with flitting pulmonary shadowing microscopic polyangiitis. The presence of other
(presenting like pneumonia) with increased num- antibodies such as rheumatoid factor, ANA and
bers of eosinophils in the circulation and in tissues anticardiolipin antibodies is useful to exclude
involved with vasculitis. Asthma can pre-date the secondary vasculitis (see below). Complement
vasculitis by many years. Kidney involvement is levels are usually low in SLE, cryoglobulinaemic
rarer than (but identical to that seen) in Wegeners vasculitis and infection but are raised or normal
and MPA, but particular features more common in in all the other vasculitides.
Churg-Strauss syndrome are heart problems (peri/
myocarditis) and neuropathy.
Differential diagnosis
vasculitis with skin infarction, as can antiphos- vasculitides usually respond well to higher doses
pholipid syndrome (clotting in blood vessels due (oral prednisolone 4060mg per day). The duration
to antiphospholipid antibodies). A very rare con- of treatment is usually in excess of one year. Once
dition is atrial myxoma which is also detected by symptoms settle the steroid dose can be rapidly
echocardiography. reduced, titrated to clinical features and inflamma-
The presence of protein or blood on urine dipstix tory markers such as the ESR/CRP.
is probably the most important investigation because Cyclophosphamide is almost always used to treat
kidney involvement can be sub-clinical and kidney the primary systemic/ANCA-associated vascu-
damage can occur without any very specific symp- litides combined with steroids. Cyclophosphamide
toms. This in the presence of a systemic illness needs can be given as continuous low dose oral therapy
to be treated as an emergency. The white cell count or intermittent pulse intravenous therapy. Both
can be useful when eosinophils are present, sug- treatments are equally effective but pulse therapy
gesting allergies such as Churg-Strauss syndrome. A is associated with a lower total cyclophosphamide
low white count is usually suggestive of infection or dose and less toxicity. Particularly concerning prob-
a disease such as SLE. Very abnormal liver function lems with long-term oral cyclophosphamide are the
tests raise the possibility of hepatitis (B or C). risk of haemorrhagic cystitis and bladder tumours,
Although ANCA is useful in aiding diagnosis but also infertility and infections. With intravenous
(PR3 ANCA is highly specific (greater than 90%) cyclophosphamide bladder protection is enhanced
for Wegeners granulomatosis), tissue biopsy is still by the addition of mesna and patients are often
important to confirm the diagnosis to target the given trimethoprim-sulfamethoxazole to prevent
organs clinically involved. Renal biopsy is perhaps infections with pneumocystis. Fertile males should
the most useful because of the link between kidney be offered sperm storage before being given cyclo-
involvement and prognosis (see below). In patients phosphamide and ovarian function is often lost in
that are difficult to diagnose, then angiography can females given cyclophosphamide, especially if over
be useful to show aneurysms. Finally, in addition the age of 3035. Corticosteroids are usually given
to echocardiography for investigating the differen- at a dose of 1mg/kg with rapid reduction after
tial diagnosis of vasculitis, blood cultures and viral remission has been obtained within 23 months.
serology are essential because of the important dif- After remission has been induced, usually
ferential diagnosis of infection. with cyclophosphamide and steroids, patients are
switched to either azathioprine or methotrexate.
Long-term treatment is usually advised because of
Prognosis
a significant risk of relapse, higher in Wegeners
granulomatosis than in microscopic polyangiitis.
The natural history of primary systemic vasculitis
Plasmapheresis is sometimes given to patients with
untreated is of a progressive, usually fatal disease.
severe renal disease or pulmonary haemorrhage,
Survival improved with the introduction of ster-
intravenous immunoglobulin is effective treatment
oids for some conditions, but the most dramatic
for Kawasaki disease and the role of the new bio-
improvement followed the introduction of cyclo-
logic agents is currently being evaluated, but the
phosphamide in the late 1960s and early 1970s. For
results of treatment with rituximab in particular
example, the median survival of Wegeners granu-
appear to be encouraging.
lomatosis with no treatment was 5 months for those
with renal involvement, 12.5 months with steroids
alone but now the survival rate at 5 years is in
Rehabilitation
excess of 80% in most series.
Small vessel vasculitis is usually associated with a
Even with effective medical treatment, e.g. low
good prognosis, as is large vessel vasculitis, except for
dose corticosteroids, patients with vasculitis may
specific problems such as blindness as outlined above.
have difficulty with walking, impaired muscle
strength, limitation of joint movement, reduced
Treatment proprioception and limitation in activities of
daily living (Seo 2006). Monitoring of joint stiff-
Treatment is dependent on the type of vasculi- ness and pain can determine when referral back
tis. Small vessel vasculitis can often be treated to the Rheumatologist is required. In polymyalgia
with low dose corticosteroids and the large vessel rheumatica, this is more common in the shoulder
Chapter 23 Miscellaneous conditions 347
and pelvic girdle, and neck. Stiffness can be worse muscle strength should be normal (Paget & Spiera
on wakening and on exertion. Muscle strength can 2006). Dynamic exercises need to be tailored to the
be difficult to determine in patients with polymy- individual to maintain physical functioning and
algia rheumatica because of muscle tenderness and core stability and are often targeted to the shoulder
pain (Paget & Spiera 2006). Tenderness can lead to girdle and hips. In severe cases and in the elderly
muscle atrophy although in the absence of pain, referral to occupational therapy is warranted.
Study activity
n Familiarise yourself with on-line patient resources Arthritis Research Campaign (UK) patient information
suggested below: booklet
Pseudogout and calcium crystal diseases-accessed
Patient UK
February 2009
Septic arthritis-accessed February 2009
http://www.arc.org.uk/arthinfo/patpubs/6051/6051.asp
http://www.patient.co.uk/showdoc/27000235/
Arthritis Research Campaign (UK) patient information The Sarcoidosis Charity (UK)
booklet About sarcoidosis-accessed February 2009
Gout- accessed February 2009 http://www.sila.org.uk/
http://www.arc.org.uk/arthinfo/patpubs/6015/6015.asp National Heart Lung and Blood Institute (USA)
American College of Rheumatology patient information What is sarcoidosis? - accessed February 2009
sheet http://www.nhlbi.nih.gov/health/dci/Diseases/sarc/sar_
Gout- accessed February 2009 whatis.html
http://www.rheumatology.org/public/factsheets/
Diabetes UK the charity for people with
diseases_and_conditions/gout.asp?audpat
diabetes
National Institute of Arthritis and Musculoskeletal and Long-term complications - Musculoskeletal conditions-
Skin Diseases (USA) Health Topics accessed February 2009
Questions and answers about gout-accessed February http://www.diabetes.org.uk/Guide-to-diabetes/
2009 Complications/Long_term_complications/
http://www.niams.nih.gov/hi/topics/gout/Gout.pdf Musculoskeletal_Conditions/
Acknowledgement
Thanks to Dr Tasso Gazis (Consultant in Diabetes and for his review and comments regarding diabetic neu-
Endocrinology, Nottingham University Hospitals) ropathic arthropathy.
348 Rheumatology Evidence-Based Practice for Physiotherapists and Occupational Therapists
guideline for the management of management of large vessel Baillires Best Pract. Res. Clin.
Gout. Rheumatology 46, 13721374. vasculitis. Ann. Rheum. Dis. Rheumatol. 14, 461476.
Jude, E.B., Selby, P.L., Burgess, J., published online 15 Apr. Rajbhandari, S.M., Jenkins, R.C.,
et al., 2001. Bisphosphonates Mukhtyar, C., Guillevin, L., Cid, M.C., Davies, C., et al., 2002. Charcot
in the treatment of Charcot et al., 2008. EULAR recommendations neuroarthropathy in diabetes
neuroarthropathy: a double-blind for the management of primary small mellitus. Diabetologia 45, 10851096.
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Further reading
Nade, S., 2003. Septic arthritis. recommendations for gout. Part II: Mukhtyar, C., Guillevin, L. &
Baillires best practice in research. Management. Ann. Rheum. Dis. 65, Cid, M.C., et al., 2008. EULAR
Clin. Rheumatol. 17, 183200. 13121324 Report of a task force of recommendations for the
Jordan, K.M., Cameron, J.S. & Snaith, the EULAR Standing Committee management of primary small and
M., et al., 2007. BSR and BHPR for International Clinical Studies medium vessel vasculitis. Ann.
guideline for the management of Including Therapeutics (ESCISIT). Rheum. Dis. published online
gout. Rheumatology 46, 13721374. Wise, C.M., 2007. Crystal-associated 15 Apr.
Zhang, W., Doherty, M. & Bardin, T., arthritis in the elderly. Rheum. Dis. Mukhtyar, C., Guillevin, L. &
et al., 2006. EULAR evidence based Clin. N. Am. 33, 3355. Cid, M.C., et al., 2008. EULAR
recommendations for gout. Part I: Pettersson, T., 2000. Sarcoid and recommendations for the
Diagnosis. Ann. Rheum. Dis. 65, erythema nodosum arthropathies. management of large vessel
13011311 Report of a task force of Baillires best practice in research. vasculitis. Ann. Rheum. Dis.
the EULAR Standing Committee Clin. Rheumatol. 14, 461476. published online 15 Apr.
for International Clinical Studies Crispin, J.C. & Cocer-Varela, J., 2003.
Including Therapeutics (ESCISIT). Rheumatologic Manifestations of
Zhang, W., Doherty, M. & Bardin, T., diabetes mellitus. Am. J. Med. 114,
et al., 2006. EULAR evidence based 753757.
351
Index
exercise prescription, 264 emotion-focused, 153 fish oils and omega-3 fatty acids,
lifestyle modification, 264 problem-focused, 153 1878
management, 2628 Coping strategies questionnaire, 71 food avoidance, 190, 190
multidisciplinary management, Corticosteroids, 2045, 205 fruit, vegetables and antioxidants,
2678 ankylosing spondylitis, 2812 189
pathology, 257 dermatomyositis, 316 healthy eating, 186, 186
patient information, 262 juvenile idiopathic arthritis, 328 Mediterranean-type diet, 189
prevalence, 256 polymyositis, 317 nutrition in musculoskeletal
relaxation and stress/anxiety sarcoidosis, 342 conditions, 1867
management, 2667 vasculitis, 346 plant sources of N-3, 188
see also Pain assessment C reactive protein (CRP), 33, 213 vegetarian and vegan diets, 189
Churg-Strauss syndrome, 345 Crepitus, osteoarthritis, 242 Dietary intakes, targets for, 186
Civic life, impact of rheumatic Cryoglobulinaemic vasculitis, 344, 345 Dietary supplements, 190, 190
diseases on, 132 Cryoglobulins, 345 Disabilities of the Arm Shoulder and
Clinical assessment, 2733 Cryotherapy, 11617, 223 Hand, 127
Clinical consultation, 72 Crystal joint disease, 175 Disabled Parents Network, 130
Codeine, 202 Cyclic citrullinated peptide (CCP), 214 Discrimination, patient-reported
Codeine/paracetamol preparations, Cyclooxygenase (COX) enzymes, 203 outcome measures (PROMs),
202 Cyclophosphamide, 346 45, 46
Cognitive behavioural therapy (CBT), Disease activity score (DAS), 218
64, 92, 15760 Disease beliefs, 712
approaches, 15860 D Disease modifying anti-rheumatic
evidence for approaches in drugs (DMARDs), 2056, 328
rheumatology, 15960 Daily Stress Inventory, 154 Distribution, drug, 201
joint protection and fatigue Dairy products, 1901 DMARDs, 2056, 328
management, 145 Data collection, patient-reported Docosahexaenoic acid (DHA), 187
rheumatoid arthritis, 225 outcome measures (PROMs), Domain-specific PROMs, 43
self-management programmes, 158 545 Donabedians structure-process-
Cognitive change, 867, 88, 90 Data feedback, patient-reported outcome framework, 38
fibromyalgia/chronic widespread outcome measures (PROMs), Dowagers hump, 292, 294
pain, 263 545 Drug clearance, 201
joint protection and fatigue Depression, 65, 1567 Drugs see Pharmacological treatments;
management, 145 Dermatomyositis, 31416 specific drug
Cognitive interventions, fatigue aetiology, pathology, immunology, Dual energy x-ray absorptiometry
management, 142 314 (DEXA), 291, 2912, 292, 294
Cognitive representations of illness, aims and principles of management, Dynamometers, 21819, 219
1546 316 Dysthymic disorder, 156
Cold therapy, 11617, 223 case study, 31920
Collagen, 308 clinical evaluation, assessment and
College of Occupational Therapy examination, 31516 E
(COT) Work Specialist Section, clinical presentation, features,
130 subsets, 314, 31415, 315 Early morning stiffness, 3267
Colles fracture, 294 diagnosis, differential diagnosis, daily occupations and lifestyle, 326
Commissioning, practice based, 5 special tests, 314 developmental status, 327
Community care, 24 disease activity, progression, disease knowledge and education,
Community life, impact of rheumatic prognosis, 315 3267
diseases on, 132 prevalence and incidence, 314 mood, 327
Community nurse led clinics, 3 symptoms and signs, 315 pain, 326
Compliance, 801 Developmental status, juvenile Effusion
Complimentary therapies, 1913 see idiopathic arthritis, 327 metacarpophalangeal (MCP) joints,
also specific therapies DEXA, 291, 2912, 292, 294 226
Computed tomography, quantitative, Diabetes mellitus, 343 osteoarthritis, 241
295 Diabetic cheiroarthropathy, 343 Eicosapentaenoic acid (EPA), 187
Computerised adaptive testing, 46 Diabetic neuropathic arthropathy, 343 Electromyography (EMG),
Concordance, 71, 801, 331 Diet and dietary therapies, 18591 polymyositis, 317
Condition-specific PROMs, 44 body weight, 18990 Electrophysical agents (EPAs), 11215
Connective tissue diseases, 30720 case studies, 1934 interferential therapy, 11314, 114
foot, 1745 see also specific diseases dairy products, calcium and vitamin low level laser therapy, 11415
Continuity of care, 24 D, 1901 motor stimulation of innervated
Coping, 701, 105 dietary supplements, 190 muscle, 114
354 Index
Jebsen Test of Hand Function, 127 prognosis, 331 Magnet therapy, 192
Joint pain signs and symptoms, 324 Manipulation, 11719, 118, 191
clinical assessment, 289 Manual tender points survey, 259, 260
evaluating regional, 29 Manual therapy, 11719, 118, 191
inflammatory, 29, 30 K MAPI research institute, 47
osteoarthritis, 239, 240 Massage, 119
Joint protection, 126, 13747 Kawa model, 124 Measuring health, 3644
adherence, 147 Kawasaki disease, 344 International Classification of
combined fatigue management, Kellgren and Lawrence scale, 238, 239 Functioning, Disability and
exercise and, 144 Knowledge, 90 Health, 368, 37
education, 1437 joint protection and fatigue patients perspective, 3844
evidence for effectiveness, 1437 management, 147 structure, process and outcome, 38
hand exercises, 143, 143 juvenile idiopathic arthritis, 3267 Medication see Pharmacological
knowledge, 147 Kyphoplasty, 300 treatments
osteoarthritis, 246 Kyphosis, osteoporosis, 2978 Mediterranean-type diet, 188, 189
outcome measures, 147 Meta-analysis, 11
pathophysiology of hand Metabolic equivalent (MET), 104
deformities and biomechanical L Metabolism, drug, 201
basis of, 1389, 139 Metacarpal ulnar deviation orthoses,
principles, 139 Learning 165
rheumatoid arthritis, 225 barriers to, 330 Metacarpophalangeal (MCP) joints
self-efficacy, 147 facilitating, 330 deformities, 138
strategies, 13940, 1401 implications for patient education, effusion, 226
Joint Protection Behaviour 84 Metatarsophalangeal (MTP) joint
Assessment, 147 process, 834, 84 synovitis, 1712
Joint Protection Knowledge self-direction, 84 Methods time management (MTM),
Assessment, 147 what people want to learn, 856 130
Joint(s) Leflunomide, 206, 282 Methotrexate (MTX), 2056, 282
deformities, osteoarthritis, 241, 241 Legs, GALS tool, 31 Methylprednisolone, 205
enlargement, osteoarthritis, 241 Leisure Metrology, osteoporosis, 2967
feel, 32 assessment, 132, 261 Microscopic polyangiitis, 345
function, 32 impact of rheumatological Microstomia, 309, 309
look, 32 conditions on, 65, 132 Minimal clinical importance (MCI), 46
movement, 32, 99100 interventions, 132 Mixed connective tissue disease
pain see Joint pain juvenile idiopathic arthritis, 326 (MCTD), 31718
protection see Joint protection Lesional injections, 1801, 181 Mobility, osteoporosis, 297, 299
regional examination, 312 Lifestyle modification, fibromyalgia/ Mobilization and manipulation,
resting, hand orthoses, 163 chronic widespread pain, 264 11719, 118, 191
stability, rheumatoid arthritis, Local mechanical factors, Model of Human Occupation, 124
21819 osteoarthritis, 236 Modified New York criteria,
stiffness, osteoarthritis, 240 Locomotor problems, screening for, ankylosing spondylitis, 274
Juvenile idiopathic arthritis (JIA), 301 Monosodium urate (MSU) crystals,
32333 Locus of control (LOC), 689 175, 339, 340
adherence and concordance, 331 London coping with rheumatoid Mood
aetiology, 324 arthritis scale, 71 assessing, 1567
assessment, 3248 Low back pain massage, 119 disorders, 1567
early morning stiffness, 3267 Low level laser therapy (LLLT), evaluation of intervention
future aspirations, 327 11415, 224 effectiveness, 90
objective, 327 impact of rheumatological
outline of, 3256 conditions on, 65
splints, orthoses, wheelchairs and M juvenile idiopathic arthritis, 327
assistive devices, 3278 Morphine, 202
subjective, 326 Maastricht Ankylosing Spondylitis Mortons interdigital neuroma, 172
case study, 3323 Enthesitis Scores (MASES), 281 Motivation, patient education/
classification and features, 324, 325 Macronutrients, 186 empowerment, 80
differential diagnosis, 324 MACTAR-PET, 42, 44, 127 Motivational interviewing, 88
foot, 1734 Magnetic resonance imaging (MRI) Motor function training, 126
management, 32831 osteoarthritis, 243 Motor stimulation of innervated
multi-disciplinary team approach, osteoporosis, 295 muscle, 114
324 rheumatoid arthritis, 215 Movement
Index 357
education see Patient education gait training, exercise, and muscle aetiology, 341
information see Patient information strengthening, 180 clinical presentation and features,
needs, 85, 85 intra-articular and lesional 341, 341
Perceived Stress Scale, 1534 injections and foot surgery, management, 3412
Peripheral enthesitis, 173 1801
Peripheral sensitization, 67, 258 tissue viability and wound care, 180
Peripheral sensory nerves, 667 Polyarteritis nodosa, 344 Q
Personal impact health assessment Polymyalgia rheumatica, 344, 3467
questionnaire (PI HAQ), 44 Polymyositis, 31617 Quality of life, 37, 297
Person Environment Occupational Polyunsaturated fatty acids (PUFAs), Quality of Life profile - Seniors
Performance Model, 124 187, 1878 Version, 41, 44
Pes planovalgus, 172, 172, 173 Population-specific PROMs, 44 Quantitative computed tomography
Pethidine, 202 Positioning, energy conservation, 142 (QCT), 295
PGI-AS, 42, 44 Positive and Negative Affect Schedule,
Pharmacodynamics, 201 157
Pharmacokinetics, 201 Posture R
Pharmacological treatments, 199208 correction in osteoporosis, 2978
ankylosing spondylitis, 282 juvenile idiopathic arthritis, 327 Radiography
beliefs about, 72 osteoporosis, 296 osteoarthritis, 2389, 243
dermatomyositis, 316 Practice based commissioning, 5 osteoporosis, 2945
fatigue management, 143 Precision, patient-reported outcome rheumatoid arthritis, 214, 21415
juvenile idiopathic arthritis, 324, measures (PROMs), 46 Randomised controlled trial (RCT), 12
328, 328 Prednisolone, 205 Range of movement (ROM), 100, 101
mixed connective tissue disease, 318 Pressure algometer, 259, 268 hand exercises, 144
osteoarthritis, 248 Problem-focused coping, 153 juvenile idiopathic arthritis, 327
osteoporosis, 299300 Problems, analyzing, 7981, 80 loss, osteoarthritis, 242
in pain assessment, 259 Problem solving, energy conservation, rheumatoid arthritis, 218
principles, 201 142 Rash
pyrophosphate arthropathy, 342 Profile of Mood States, 157 dermatomyositis, 314, 314, 315
vasculitis, 346 see also specific drugs Proprioception, osteoarthritis, 242 systemic lupus erythematosus, 311,
Photobioactivation, 114 Pseudogout, 175, 341 312
Physical activity see Therapeutic Psoriasis, 276 Raynauds phenomenon, 309, 309, 315
exercise and physical activity Psoriatic arthritis, 2767 Raynauds syndrome, 175
Physical interventions, fatigue interferential therapy, 114 Reactive arthritis, 277, 2812
management, 1423 non-articular associations, 30 Recall of verbal information, 87, 87
Physical therapies, 11119 Psychological assessment, pain, 2601 Red flags, 29, 2202
aims of rheumatic diseases, 11112 Psychological effects of manual Rehabilitation programmes
see also specific therapies therapy, 118, 118 formal, 1023
Physio Direct, 56 Psychological interventions, 15160 integrated, 105
Physiological effects of manual cognitive representations of illness, rheumatoid arthritis, 2228
therapy, 117, 118 1546 vasculitis, 3467
Physiotherapy, 6, 67 defining mood disorders and vocational, 130, 131
in juvenile idiopathic arthritis see assessing mood, 1567 Reiters disease, 277
Juvenile idiopathic arthritis measuring illness perceptions, 155 Relaxation
(JIA) practical cognitive behavioural fibromyalgia/chronic widespread
osteoporosis, 296 methods, 15760 pain, 2667
pain assessment, 2589 remodelling illness perceptions, guided imagery and passive
rheumatoid arthritis, 2224 1556 neuromuscular, 267
Physiotherapy Management of stress see Stress osteoporosis, 298
Osteoporosis Physiotherapy Psychology, health, 1012 quick fix, 267
Guidelines, 296 Psychosocial effects rheumatoid arthritis, 225
PhysiotTools, 247 of exercise, 1045 Reliability, patient-reported outcome
Placebo response, manual therapy, of osteoarthritis, 242 measures (PROMs), 46
118 Psychosocial interventions, juvenile Research Institute for Consumer
Planning, energy conservation, 142 idiopathic arthritis, 3301 Affairs (RICAbility), 130
Platelet count, 33 Pulsed electromagnetic energy Responsiveness, patient-reported
Podiatry, 810, 17881 (PEME), 115 outcome measures (PROMs), 46
foot hygiene, self-management and Pulsed short wave diathermy (PSWD), Rest, juvenile idiopathic arthritis, 326
advice, 178 115 Rest-activity cycling, 1056
foot orthotics, 1789, 179 Pyrophosphate arthropathy, 3412 Rest breaks, 1412
360 Index