Beruflich Dokumente
Kultur Dokumente
Adopted: 08/00
Reformatted with minor revisions: 05/08
This protocol, primarily based on work during specific movements or with repeated
pioneered by Robin McKenzie, presents a movements. (See “treatment” section at the
system of analysis and treatment in which the end of this document for recommendations.)
spine is loaded dynamically or statically at
end range with the goal of identifying specific Adaptive tissue shortening (dysfunction)
exercises and procedures that a patient can syndromes* are due to contractures,
use in a self-care program. Successful scarring, adherent nerve root causing
intervention results in changes in pain, radiculopathy, myofascial changes and
resolution of antalgia, and improved range of fibrosis. Pain is immediately elicited with
motion. movement at end range of shortened tissue.
More specifically, joints are repetitively Disc derangement syndromes are thought
loaded at end range or held sustained at end to be due to intradiscal mass displacement,
range for a period of time in a variety of whether the displacement 1) is into the spinal
positions. Any changes in the quality, canal/neuroforamen and associated with
distribution and persistence of the patient’s radiculopathy (relatively uncommon), or 2)
pain or improvement in global movement are remains an internal derangement, associated
carefully monitored. In this fashion, a with local pain and somatic referred pain into
therapeutic loading strategy is discovered an extremity (common). In either case, the
and becomes the basis for intervention. symptoms are aggravated during some
According to McKenzie, Donelson and Long, motions, but movement in another direction
this analysis can help determine the —often the opposite—reduces the blockage
centralization potential of conservative and provides symptom relief. The discal
therapies. (Donelson 1990, Donelson 1997, material is thought to be repositioned,
Long 1995, McKenzie 1990) resulting in a rapid reduction of radicular/
referred pain and overall improved
McKenzie (1990) speculates that low back mechanics. (Donelson 1990, Mooney 1995)
conditions can be divided into three Donelson et al. (1997) found that the
categories: postural syndromes, adaptive McKenzie assessment protocol reliably
tissue shortening (“dysfunction”) syndromes, differentiated discogenic from nondiscogenic
and disc derangement syndromes. pain and a competent from an incompetent
annulus in symptomatic discs. The protocol
Postural syndromes are caused by a patient was also superior to MR imaging in
“hanging” on relatively healthy ligaments and distinguishing painful from nonpainful discs.
other connective tissue for prolonged periods
of time, loading them at end range to the
point of becoming symptomatic. Postural
syndromes have the following characteristics:
the pain is intermittent; sustained static end-
range loading often brings on the pain over a
period of time (e.g., 15-20 minutes); change * The term dysfunction as used here is not
explicitly linked to the concept of joint dysfunction
of position relieves the pain; there is no loss
or subluxation syndrome.
of movement; and there are no symptoms
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This protocol will focus on a repetitive end- Once a direction of movement shows
range loading strategy thought to be useful in promise, this direction is known as that
treating disc derangement/herniation patient’s directional preference (AKA,
syndromes. However, this approach can be therapeutic bias, preferred loading strategy)
used empirically with other acute or chronic and becomes part of the management
conditions—with or without radiating pain program, which includes self-treatment. The
(Long 1995)—even when the exact diagnosis results of this analysis can be useful in
is in doubt. selecting home exercises and identifying
vectors for manual therapy. It is important to
If the practitioner is unable to identify a emphasize that active involvement by the
directional movement that brings about patient is considered essential for a
centralization, decreased symptoms, or successful outcome. (Jacob 1991, Mooney
improved movement, the treatment 1995)
procedures in this protocol will be ineffective
at that time. The cause of the patient’s pain
may be a noncontained disc herniation, a EVALUATION
treatable disc temporally complicated by
significant inflammation, or may not be of Patient response to the evaluation can be
discal origin at all. (McKenzie 1998) categorized in the following ways: (Werneke
1999)
1) Symptoms clearly centralize. Symptoms
CENTRALIZATION, PAIN REDUCTION noticeably retreat from more distal locations
AND MECHANICAL IMPROVEMENT toward the spine. For patients who have
only central or midline pain, the territory
The major goal is to identify directional further shrinks toward midline and/or the
movement(s) and loading strategies that intensity reduces to zero. This improvement
improve the patient’s symptoms and is maintained and continues to centralize on
mechanics. subsequent visits. If this process begins on
the very first visit, complete symptom
Improvement may take the form of any of the recovery is expected and should occur
following: rapidly.
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REPETITIVE MOVEMENTS EVALUATION STEPS
The patient loads the spine through a variety SUMMARY
of movements and may be asked to repeat
each movement up to ten times. The following steps should be taken when
evaluating the patient:
As the patient starts experiencing
centralization, the practitioner records at Step 1: Anticipate loading strategies based on
which repetition this happened. Without clues from history.
breaking rhythm, the patient continues the Step 2: Try to correct any fixed or antalgic
posture.
remaining repetitions.
Step 3: In patients without a fixed antalgia,
Movements that decrease peripheral pain but explore a single repetition of gross
ROM in a variety of directions to
seem to increase pain over the lumbar spine
establish a baseline of movement,
are not to be avoided. Repetitions are screen for any obvious catches or
permitted within pain tolerance under deviations, and check for centralization
supervision of the practitioner. or peripheralization of symptoms.
Step 4: Observe repetitive end-range loading in
If the patient experiences an increase in each of the tested positions.
lower extremity symptoms during these Step 5: Evaluate standing and prone extension
repetitions, the practitioner should, with from a lateral shift position (if
caution, have the patient do at least one necessary).
more repetition in the same direction and
monitor the response. Although rare, the
patient’s symptoms may peripheralize at first
and then centralize. STEP 1: Anticipate loading strategies
based on clues from history.
ROOT ADHESION VS. POSTERIOR DISC Identifying postures or movements that
DERANGEMENT relieve and/or aggravate the patient’s
symptoms may alert the practitioner as to the
The clinician will need to differentiate nerve nature of the condition as well as potential
root adhesions from disc derangement. therapeutic loading strategies.
• Root adhesions tend to produce intermittent • If pain is not relieved by lying down, consider
leg pain. the possibility of a disease process (e.g.,
• With adhesions, increased leg pain with cancer, infection) or chemical pain associated
forward flexion is generally brief (resolving with significant inflammation.
rapidly after the tension is released). • If patients are made worse when sitting
• Patients with root adhesions may exhibit (which introduces a flexion load), but are
deviation toward the leg pain during forward better standing or walking, consider that they
bending. may have an extension bias therapeutically.
• Symptoms of root adhesions are not • If standing and walking are worse, but sitting
aggravated by knee to chest maneuvers. is better, they may have a flexion bias.
• Disc derangement symptoms can be • If patients are worse sitting and worse
intermittent or constant. walking, they may have a lateral shift problem
• Forward flexion in a patient with disc (which may indicate a more significant
derangement usually aggravates the posterolateral derangement/herniation that
symptoms until extension or some other pain- could be potentially made worse by extension
relieving directional movement is introduced. or flexion).
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STEP 2: Try to correct any fixed or
antalgic posture.
This maneuver may take anywhere from a STEP 3: In patients without fixed antalgia,
few minutes to over 15 minutes. When the explore a single repetition of gross ROM
over-correction has been completed, it is in various directions to establish a
important that the hand be removed very baseline of movement, screen for any
slowly to prevent a sudden uncomfortable obvious catches or deviations and check
rebound effect. The change may only be for centralization or peripheral-ization of
temporary, but will allow an opportunity to see symptoms.
if the patient can now tolerate extension. If • standing forward flexion
the shift cannot be corrected, assign the • standing extension
patient homework to continue to try slide • standing side glide
gliding or explore the tolerance for prone • supine knees to chest
presses from a lateral shift position. (See • prone extension
Press-Ups with Lateral Shift on Pp. 8-9.)
Patients can perform this maneuver for This first pass is to 1) observe/measure
themselves by leaning against a wall. For a limitations in gross ROM (to establish a
right lateral shift, the right shoulder is placed baseline), 2) look for painful catches or
against the wall and the hand presses asymmetrical movement (suggesting possible
against the left hip, gliding the entire pelvis instability), 3) see if a directional preference
toward the wall. If this side glide is successful immediately presents itself, and 4) observe if
but the antalgia returns, the procedure will be pain occurs during movement (consistent
incorporated into the patient’s self-treatment with disc injury) or only at end range
program. (See Standing Side Glide on P. 6.) (suggestive of shortened tissue).
NOTE: A lateral shift would be recorded as “left” if
the patient’s shoulders are translated to the left
(with the pelvis out to the right).
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Record patient response. On rare occasion, the practitioner may wish
Patients should report: to explore repetitive movements in rotation or
• if and where the pain or symptoms have lateral bending.
increased or decreased,
• when they feel the change in pain (e.g.,
during the movement or only at end range), SPECIFIC PROCEDURES
• whether the pain distribution has changed, or
• whether any obstruction to movement is felt.
STANDING FORWARD FLEXION
Sometimes a directional preference may be
immediately obvious (e.g., a patient’s leg pain Have patients flex forward from the waist as
is aggravated by a single flexion and far as they can, pause and hold the position
centralizes with a single extension). In such a for a moment, and then return to their starting
case, repetitive testing may not be point. If necessary, they may support
necessary, although confirming the pattern themselves by placing hands on thighs.
with an additional repetition may be useful Unless the symptoms peripheralize, repeat
because sometimes the pattern changes. this movement up to ten times, resting for a
moment and checking for symptom change
after each repetition. The practitioner may
STEP 4: The practitioner will repetitively
watch and feel (by placing fingertips on the
load the spine in the end range for each of
L4, L5 and S2 spinous processes) to see if
the above positions and directions.
any of the flexion is occurring at the lumbo-
The patient is encouraged to move through sacral junction. Record the findings.
the range of motion all the way to end range.
The practitioner can also add gentle passive
overpressure if necessary.
Record at which repetition the pain occurred,
how the quality, location or persistence
changed, and how many total repetitions
were performed. The record should show that
a total of ten repetitions* were performed in
each of the directions tested, except in those
cases where the movement caused a
significant increase in the most peripheral
pain, further reduction in gross ROM, or other
baseline indicators of radiculopathy.
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STANDING EXTENSION STANDING SIDE GLIDE
Have patients place First try to side glide, moving shoulders
palms or fists in the toward the side of pain. For example, have
small of the back and patients place the left hand on the left hip,
extend backwards, right hand on lower right ribs, then push
using them as a toward the spine with both hands; hold for a
fulcrum. Repeat this second, then relax this pressure. This
same movement into movement is called left side glide because
extension up to ten that is the direction the shoulders move.
times checking for The side glides are designed to produce
symptom change after translation. Specific vertebral segments can
each repetition. be evaluated for movement by the doctor by
Record the findings. palpating the desired vertebral level as the
In many cases of disc patient applies pressure. If necessary, the
derangement, patients patient can adjust the level at which the
will have reduced maximum movement occurs with slight
ROM and feel a movements in hand placement positions.
“blockage” to Repeat this movement up to ten times,
movement, which standing extension checking for symptom change after each
increases local LBP repetition. Record the findings.
but reduces leg symptoms. Eventually, the
sense of blockage should disappear.
practitioner assisted
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Methods to ensure appropriate end range:
The practitioner may wish to contact the legs
just below the knees to apply overpressure
through the legs to further apply an end-
range load to the spine in flexion.
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movement up to ten times, checking for PRESS-UPS WITH LATERAL SHIFT
symptom change after each repetition.
Record the findings. The last press-up can be While lying prone, patients “side glide” their
held for 30 seconds. hips in the direction that enhances
Methods to ensure appropriate end range: centralization. If unsure, start by gliding the
The practitioner may wish to manually hold (or hips away from side of leg pain. (They may
belt) the sacrum against the table while the be told to raise their pelvis up, over and
patient does the press-up. The practitioner may down, tracing out the three sides of an
also test other levels by applying overpressure imaginary rectangle.) The practitioner may
while the patient is maximally extended. As assist, if necessary, by grasping the ASIS
always, the patient should be exhorted to go and guiding the pelvis up and then over.
further, further and relax the stomach, if Then have the patient do a press-up.
possible.
If the patient’s symptoms have not
satisfactorily improved, explore the same
translational movement in the opposite
direction up to ten times by reversing the
patient’s hand positions for right-side glide at
the desired level. Record the findings.
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Methods to prevent flexion during transition movements:
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THERAPEUTIC CONCLUSIONS extension bias and leg pain (the pelvis should
be first positioned away from the side of leg
Upon completion of these movements, the pain).
practitioner should have a clearer idea of how
Patients should perform 5-15 repetitions of
to proceed with treatment.
the exercises hourly or every other hour at
• The practitioner should be able to determine first. As symptoms resolve, they can be
the patient’s directional preference—the performed 1 to 2 times a day or more often if
directions of movement that help centralize symptoms begin to return.
the patient’s pain, decrease symptoms, or
improve mechanics. Treatment failure in cases of patients with an
• Movements that help centralize pain are extension bias may be linked to insufficient
incorporated into pain management protocols attention paid to the importance of
and given as homework (e.g., 10 repetitions maintaining lordosis during sitting and
every waking hour in the acute phase). transitional movements from lying or sitting to
• The practitioner should be able to determine standing. A postural support may be
which directions of movement make the pain necessary to help some patients remember to
worse (what to avoid) and those that have maintain a seated lordosis.
little or no significant effect on the pain (what
is safe). Sometimes after a disc derangement has
• Base activity modification recommendations
been successfully treated, the patient is left
on information regarding movement and with adaptive shortening (a “dysfunction”
direction that cause the least pain. syndrome). For example, a patient who has
been avoiding forward flexion and doing
• The practitioner should be able to tell the exclusively extension exercises may have
patient how rapidly the pain will respond to
lost some ability to flex forward due to
directional preference: quickly or over a
longer period of time. shortening of tissue or contraction of a scar.
This can often be addressed with appropriate
• The patient’s directional preference should stretching exercises. It is important to finish
help determine which other therapeutic the flexion exercises with some repeated
interventions may be warranted, such as
extension.
flexion-distraction therapy or manipulation
along a specific vector.
FOR SEVERELY ACUTE PATIENTS
Keep in mind that patient bias may change
with time and therapy; therefore, recheck the In some cases, patients may need to be
patient the next day after the initial evaluation introduced very slowly to their exercises.
and periodically after that, as the situation
warrants. In some situations, it may be 1. Prone, patients lie on the table for 1-3
necessary to check the bias daily to ensure minutes in a relaxed position. The prone
that therapy is appropriate. (Liebenson 1996) position is maintained until directed
otherwise. Some patients may need to
start with a small pillow under their
TREATMENT abdomen.
2. Patients fold arms under the chest,
Clinical trials have found that most patients causing a mild increase in extension of
responding to directional preference loading the low back.
will have an extension bias (Browder 2007, 3. With palms at shoulder level, patients
Long 2004, Kop 1986). Prone press-ups push up onto the elbows.
should include a side glide component in the 4. Patients repeat as above but push up to
following situations: for patients with a fixed full-arm extension.
lateral shift seen at presentation, when 5. End-range loading can be achieved by
discovered to be beneficial during repeated letting the stomach muscles relax as
testing in cases where extension alone fails, much as possible.
or as a therapeutic trial for patients with an
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POSTURE TRAINING
Problems in posture may slow recovery in
those with LBP. The following simple drill may
help train patients in proper—and thus
symptom relieving—posture.
1. Sitting or standing, have patients slump to
experience what poor posture feels like.
2. Sitting or standing, have patients assume a
military-like posture—the opposite of the
slumped pose in number 1. Have them
compare the two positions.
3. Patients alternate between slumped and
military posture 4-5 times, finishing in the
military pose.
4. Patients then back away from the military
pose about 10% to a correct posture.
DIRECTIONAL PREFERENCE PROTOCOL: CENTRALIZING LOW BACK AND LEG PAIN PAGE 11 OF 12
Editorial assistant: Anne Byrer
- Sean Herrin, DC
Reviewed by CSPE Committee (2008) - Ronald LeFebvre, DC
- Shireesh Bhalerao, DC, CCSP® - Owen T. Lynch, DC
- Daniel DeLapp, DC, DABCO, LAc, ND - Karen E. Petzing, DC
- Lorraine Ginter, DC - Ravid Raphael, DC, DABCO
- Stover Harger, DC - Anita Roberts, DC
- Steven Taliaferro, DC
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Frymoyer JW (ed.) The Adult Spine: Principles and Practice. New York: Raven; 1991.
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Kop J, Alexander H, Turocy R, Levrini M, Lichtman D. The use of lumbar extension in the evaluation and
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Liebenson C (ed.) Rehabilitation of the Spine: A Practitioner’s Manual. Baltimore, MD: Williams & Wilkins;
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Long A. The centralization phenomenon. Its usefulness as a predictor of outcome in conservative treatment
of chronic low back pain. (A pilot study.) Spine 1995;20(23):2513-21.
Long A, Donelson R, Fung T. Does it matter which exercise? A randomized controlled trial of exercise for low
back pain. Spine 2004;29:2593-602.
McKenzie R. McKenzie Application for the Lumbar Spine, ST II Class Notes, Section C; 1998: 11-17.
Mooney V. Treating low back pain with exercise. J Musculosk Med 1995;12(12):24-6.
Mooney V. Why exercise for low back pain? J Musculosk Med 1995;12(10):33-9.
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OTHER SOURCES
Jacob G. Evaluating the patient using the McKenzie approach. In: Stude DE. Spinal Rehabilitation. Appleton
& Lange; 1999.
Jacob G. Spinal therapeutics based on response to loading. In: Liebenson C (ed.) Rehabilitation of the
Spine. Baltimore, MD: Williams & Wilkins; 1996.
McKenzie RA. The Lumbar Spine: Mechanical Diagnosis and Therapy. Waikanae, New Zealand: Spinal
Publications; 1990.
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