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S U M M A RY INTRODUCTION
The importance of gaining a clear description
Musculoskeletal problems are very common, and clinical assessment is
of a clinical problem has long been recognized.
central to their appropriate management; however, many clinicians are
Reasoning and rational practice based on clin-
not sufficiently competent to carry out this assessment. A standardized
ical observation was taught by Hippocrates in
approach to the clinical assessment of a musculoskeletal problem is,
therefore, necessary, whether the patient is presenting to primary care,
the 4th century BC, but was discarded from the
rheumatology or orthopedics. Such a standardized approach gives a 5th century AD until the revolution of medical
benchmark for this competency and can also be used as a teaching aid. As science and practice in the 17th century, when
doctors become increasingly competent in clinical assessment and reach Thomas Sydenham, the ‘English Hippocrates’,
into training programs within musculoskeletal specialities, more detailed was a major proponent of clinical medicine. He
information will be required from the medical history of the patient, in described the clinical features and differences
addition to the use of special tests on clinical examination. These clinical between conditions such as gout and rheuma-
skills need to be taught and also assessed. tism. The value of clinical observation was
further promoted by physicians such as William
KEYWORDS clinical assessment, examination, history,
musculoskeletal system, objective structured clinical examination Heberden, eponymously known for his observa-
tion of ‘digitorum nodi’ (Heberden’s nodes) in
REVIEW CRITERIA osteoarthritis of the distal interphalangeal joints.
Recommendations for taking a medical history and performing a clinical Good clinical observation remains central to the
examination relevant to a musculoskeletal problem are based on clinical experience management of musculoskeletal problems.
and that of teaching of undergraduates and postgraduates in rheumatology and
orthopedics. A review of the literature and of recommendations given in Musculoskeletal problems are very common,1
rheumatology and orthopedic texts was also performed. and all clinicians should be able to assess, by
appropriate history and examination, a patient
with musculoskeletal symptoms.2 Some musculo-
skeletal conditions can be managed in primary
care, whereas other more complex or progres-
sive conditions will require secondary care by a
multidisciplinary team.3 Further competencies
will be required at these different levels of care
and by the different disciplines.4
Identification of the earliest signs of musculo-
skeletal conditions is crucial for improving their
management,5 but the musculoskeletal system
is seldom appropriately assessed in everyday
clinical practice.6,7 There is a lack of ability in
AD Woolf is a Consultant Rheumatologist at the Royal Cornwall Hospital this core competency;8 primary care physicians
and Professor of Rheumatology at the Peninsula Medical School, Truro, UK. do not always have adequate musculoskeletal
K Åkesson is a Professor of Orthopedics and a Consultant in the Department knowledge and confidence,9 and patients are
of Orthopedics, Malmö University Hospital, Lund University, Sweden. often dissatisfied following consultations, with
their expectations not being met.10 Inadequate
Correspondence
*Peninsula Medical School and Duke of Cornwall Department of Rheumatology,
priority is given to musculoskeletal health in
Royal Cornwall Hospital, Truro, Cornwall TR1 3LJ, UK the curricula of many medical schools,11 and a
anthony.woolf@rcht.cornwall.nhs.uk further issue is that the assessment of the musculo-
skeletal system is often taught differently by the
Received 30 April 2007 Accepted 2 October 2007
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various specialties involved in the management of
doi:10.1038/ncprheum0673 musculoskeletal conditions.12
In this article, we aim to provide a standard- Box 1 Core competencies in the clinical
ized approach to the clinical assessment of a assessment of a musculoskeletal problem.
musculoskeletal problem—whether presenting All doctors who manage musculoskeletal
to primary care, rheumatology or orthopedics— problems should be able to perform several key
that gives a benchmark for this competency. competencies.
Teaching and assessing clinical skills are also ■ Take a relevant history, with the knowledge
considered. The described approach can also be of the characteristics of the major
used as a teaching aid. It is aimed, therefore, as musculoskeletal conditions
a guide for any physician to whom someone ■ Perform a clinical examination of the
will present with a musculoskeletal problem. As musculoskeletal system
doctors become increasingly competent in clin-
■ Distinguish abnormal from normal features by
ical assessment and reach into training programs history and examination
within musculoskeletal specialities, more detailed
information will be required from the medical ■ Apply a screening history and examination as
part of a general inquiry
history, in addition to the use of special tests on
examination; this level is not considered here. ■ Assess the impact of the problem on the person
in terms of symptoms, structure, function,
IMPORTANCE OF HISTORY AND activities and participation with respect to self
EXAMINATION care, home care, work and leisure
The aim of clinical assessment is to characterize ■ Assess acute and chronic pain
the problem, establish the cause (if possible),
■ Monitor the outcomes of management of
and to assess the impact of the problem on a musculoskeletal condition against the
the patient, family and care-givers. From this expected natural history of the condition
assessment, a plan for further investigation
and management can be logically developed in
partnership with the patient.
The clinician must be alert to identifying function of, and the effects of aging, injury and
potentially serious conditions, although most specific diseases on, the musculoskeletal system.
consultations will concern less serious, common The symptoms and signs of different conditions,
problems; however, any problem is important especially those that are common and potentially
to the patient, who would not otherwise have serious, need to be known.2 The interpretation
consulted the physician. About 20% of adults of examination findings requires knowledge of
in Europe with a musculoskeletal problem surface and functional anatomy, which is often
fail to consult a physician, and another 20% lacking amongst modern medical graduates.
take a year before they do so.10 The patient’s The interpretation of clinical findings is
concerns and expectations of the consultation largely based on experience over many genera-
need to be established, and the physician must tions; many findings are sufficiently sensitive to
address these and explain what they think is identify an abnormality but not specific as to the
wrong and the proposed management plan so cause. Additional investigations might be needed
that the patient is engaged as an active partner to confirm clinical suspicions of diagnosis or to
in any decision making. Such communication assess disease activity, prognosis, and to help
between patient and physician is essential for decide on treatment.
a satisfactory consultation, as well as concord-
ance with any treatment recommendations. HISTORY
Good communication is a core competency for During the consultation, the physician must
all doctors and is key to patient-centered care.13 initially observe the patient well and listen to
There are certain additional core competencies what he or she has to say about their problem
that all doctors who manage musculoskeletal and concerns before asking specific questions to
problems should attain (Box 1). Clinical assess- characterize their problem (Box 2). After this, the
ment is also needed to monitor the response to nature of the problem has to be clarified—
treatments, and various scoring systems are the physician must establish the symptoms and
often used.14,15 their characteristics, other clues to diagnosis (such
Clinical assessment and its interpretation as preceding injuries, other illnesses or family
require core knowledge about the structure and history), the response to any previous treatment,
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■ Generalized weakness
■ Loss of sensation
Characterizing the symptoms
Characterizing the symptoms is important ■ Loss of motor function
as this will guide the clinician towards a diag- ■ Difficulties with urination or defecation
nosis. Pain is the most common symptom of a
Other possibly relevant symptoms
musculoskeletal problem; it might be associated
■ Color changes or coldness of digits or limbs
with stiffness and swelling (Box 3). The character-
istics of the pain, the site and distribution of ■ Altered sensation
these symptoms, as well as their chronology, are
important. Are the symptoms generalized, local-
ized or referred? Do they affect joints, bones, or
are the symptoms muscular? When did they start Any response to treatment can also be informa-
and what pattern has developed with time? tive: inflammatory back pain, compared with
The characteristics of pain give important mechanical back pain, responds far better to
clues as to the cause. Gout, for example, is recog- NSAIDs than to simple analgesics; the gener-
nizable by the rapid onset of extreme pain and alized pain and stiffness of polymyalgia rheu-
tenderness, although acute monoarthritis has to matica responds rapidly and dramatically to
be considered infective until proven otherwise. only 15 mg prednisolone within 24–48 hours.
Bone pain owing to metastatic bone disease is
usually persistent day and night. Inflammatory Preceding factors, associated symptoms
pain occurs at rest, and is associated with stiff- and risk factors
ness, especially in the mornings, in patients Clues to the cause of the problem can come from
with, for example, rheumatoid arthritis (artic- associated symptoms or preceding factors. Is
ular) and ankylosing spondylitis (low back). there, or has there been, any general ill health such
Osteoarthritic pain is related to joint use (except as fever or weight loss accompanying the onset
in advanced cases), and is associated with of the musculoskeletal symptoms? Nonspecific
short-lived stiffness after periods of inactivity. symptoms of fatigue and malaise can have a
Neuralgic pain is deep and might be associated dominant effect in inflammatory conditions,
with parasthesia. as well as being a characteristic feature of
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SPINE AND UPPER LIMBS Feel over the midpoint of each trapezius and
■ Cervical spine supraspinatus to identify tender spots, feel bony
Look at posture. structures and the sternoclavicular, acromioclavicular
Feel the vertebrae for tenderness; palpate the and glenohumeral joint lines and the bicipital groove.
paraspinal muscles for spasm or tenderness. Move: actively elevate arms into the air, place hands
Move the head to the right and left; flex, extend behind the head and then behind the back. Steady the
and rotate to the left and right and laterally flex left scapula and, with the elbow at 90°, rotate internally and
and right actively, with the examiner gently guiding externally, then passively abduct and flex the shoulder.
the movements to ensure that maximum range is
■ Elbow
reached. Do not test neck movements following
Look for any swelling or deformity.
trauma, or if instability is suspected.
Feel over the para-olecranon groove for synovial
■ Temporomandibular joints swelling or tenderness, and feel over the medial and
Feel over the joint line for tenderness, and during lateral epicondyles for tenderness.
movement for crepitus or clicking. Move: actively and then passively extend and flex the
Move the mouth wide open; deviate the lower jaw elbow and look for hyperextension.
side-to-side.
■ Wrist
■ Spine Look for any swelling or deformity.
Look at the spinal posture for asymmetry of the Feel over the joint line for tenderness or synovial
scapulae, pelvic brim or crease of the buttocks. swelling.
Feel down the spinous processes to confirm posture, Move: actively and then passively flex and extend the
percuss the vertebrae for tenderness, and palpate the wrist. Test resisted flexion, extension or pronation if
paraspinal muscles for spasm or tenderness. assessing epicondylitis at the elbow.
Move: whilst standing erect, bend fully forwards, ■ Hand
backwards and from side-to-side, observing the Look for any swelling or deformity, and examine the
range of movement and the presence of pain. Fix the skin and nails.
pelvis by sitting and rotate the upper body to the right Feel over each joint line for tenderness and bony or
and left. To assess flexion at the lumbar spine, place synovial swelling.
several fingers on the lumbar spinous processes and Move: actively make a tight fist and a firm pinch grip
then bend forward. between thumb and fingers individually.
Special tests: femoral or sciatic nerve stretch
tests should be performed if buttock or leg pain is LOWER LIMBS
present (when the patient is lying supine on couch). ■ Hip, pelvis and sacroiliac joints
Neurological examination should be performed Look for asymmetry of the pelvic brim or crease of
if neurological symptoms are present. Check the buttocks when standing, and for wasting of the
peripheral pulses if leg pain is present, especially if buttock or thigh muscles. Look at the patient walking.
exercise-related. Feel: hold the pelvis and ask the patient to stand on
one leg, then the other, to establish if there is any
■ Shoulder dropping of the pelvis (Trendelenberg’s test). Palpate
Look for asymmetry of the scapulae or posture and to clarify the origin of any symptoms, including over
muscle wasting. the sacroiliac joints and greater trochanter of femur.
and moving, and by testing function (Box 4). If undertaking a full examination, it is impor-
It is important to be observant, remembering tant for it to flow, starting by looking at the whole
that most structures are normally symmetrical. person and then working from the head down-
Feel all the structures—soft tissues, bones, peri- wards and comparing one side with the other,
articular structures and the joint. Look at the avoiding making the patient get up and down
active range of movement of a joint before from a couch unnecessarily (Boxes 5 and 6).
seeing if the passive range is greater, establishing
whether movement is restricted or painful A screening assessment to identify any
during the full range of movement or just at the musculoskeletal problems
extremes. A variety of more specialist tests aimed Musculoskeletal conditions are common, but
at further characterizing the problem exist, but are often not identified if the person presents
these will not be considered here. with other health problems.6 A simple screening
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assessment, the GALS (gait, arms, legs and Box 6 Regional examination of the musculoskeletal system: lying.
spine; Box 7),17 has been developed to enable
LOWER LIMBS
the identification and documentation of any
■ Hip, pelvis and sacroiliac joints
musculoskeletal problem, which all doctors Move: with the patient supine, actively and then passively flex the hip as far as
should be able to undertake.2 It is very sensitive possible with the knee in flexion, looking for contralateral movement. With the hip
at identifying any abnormality of the musculo- passively flexed to 90°, rotate it internally and externally; then with the leg fully
skeletal system. Any such problems will then extended, hold the contralateral anterior superior iliac spine to prevent movement
need to be fully assessed, as proposed above. of the pelvis and passively abduct the leg and then adduct the legs beneath each
other with a scissor-like movement. With the patient lying prone or on their side,
TEACHING CLINICAL SKILLS passively extend the straightened leg if possible.
Stress the sacroiliac joints for tenderness by pressing downwards on a flexed
Taking a history and performing a clinical exami-
knee and hip while simultaneously holding one hand over the joint.
nation are core skills that are taught at an early
stage of undergraduate medical education, but the ■ Knee
practical skills of musculoskeletal examination are Look at the patient walking; look for quadriceps wasting, swelling and deformity.
often lacking when the student participates in a Feel for tenderness or swelling; palpate the joint line with the knee flexed for
tenderness and palpate the tibial tubercle and collateral ligaments. Assess
clinical attachment to a rheumatology or ortho-
for articular swelling and effusion by ‘bulge sign’ or ‘patella tap’. Palpate for a
pedics department. When teaching clinical skills
popliteal cyst. Check for patella stability and alignment.
of the musculoskeletal system, it is essential that Move: with the patient supine, actively and then passively flex the knee as far
students acquire a standardized approach to phys- as possible with the hip in flexion, and then fully extend the leg in an attempt
ical examination. This will improve their ability to touch the back of the knee onto the couch. Test quadriceps strength. Test
to assess a patient, as examination of the musculo- anterior and posterior stability to assess cruciate ligaments, and test medial and
skeletal system is often regarded as complex in lateral stability to assess collateral ligaments and loss of joint space.
comparison with other organ systems. An inte- ■ Foot and ankle
grated musculoskeletal disease course for medical Look at the feet when standing and walking for normal longitudinal arch. Look for
students, bringing together orthopedics, rheuma- normal heel strike and take-off from the forefoot during gait cycle. Look for any
tology, and physical medicine and rehabilitation callosities beneath the metatarsal heads and for any swelling and redness of the
has been found to be effective.18 toes, and for any deformities.
It is best for one tutor to teach the basic skills Feel for tenderness or swelling to establish the affected structures. Palpate the
to small groups (maximum 10 students).19 malleoli, Achilles tendon insertion and beneath the calcaneum. Squeeze across
the metatarsus for tenderness.
The primary goal of the initial sessions, which
Move: actively and then passively flex and extend the ankle. Passively deviate
should be completed in the first few days of a the heel medially (inversion) and laterally (eversion) by grasping the heel between
rotation, is for the students to be aware of the the examiner’s thumb and index finger of one hand and moving it whilst anchoring
structure of the clinical examination and to be the lower leg with the other hand. Passively rotate the forefoot on the hindfoot by
able to examine a normal person, preferably grasping the forefoot between the examiner’s thumb and fingers whilst anchoring
coupled with a student-directed session that the heel with the other hand to assess the midtarsal joint.
reviews the anatomy of the musculoskeletal
system. History-taking is an integrated part of
these initial sessions but, as history is related to
knowledge of the conditions, it needs to be high- The clinical teacher or tutor is a most impor-
lighted in the context of the teaching session for tant person in instructing the students; however,
each specific problem. to ensure consistency of education, all other
With these basic generic skills, and skills in doctors in the department should be aware of
regional examination, the students can move on how the students are taught, and have agreed
to examine patients in the clinical setting, and on the content and structure for all regions of
learn to recognize and characterize abnormali- the examination. Towards the end of the rota-
ties. This can be done by attending outpatient tion, each student should be able to examine one
clinics, by serving in the emergency room or at patient adequately while being observed as part
the admission of patients for elective procedures. of the formative assessment.
Patient educators, such as the Patient Partner
Program, in which people with arthritis are Assessing competency in clinical skills
trained to teach students about taking a history To evaluate the competency of a student fully,
and performing a clinical examination, have clinical skills in musculoskeletal examination
also been shown to be an effective method of should be an integrated part of the student
teaching clinical skills.20–23 assessment process. At the planning stage of a
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