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DOI: 10.1002/msc.

1185

LITERATURE REVIEW

Aerobic and resistance exercise in systemic sclerosis: State of


the art
Natália Cristina de Oliveira1 | Leslie Andrews Portes1 | Henrik Pettersson2 |

Helene Alexanderson3 | Carina Boström3

1
Research Group in Physical Exercise, Lifestyle
and Health Promotion. Health Promotion Abstract
Master Program, UNASP ‐ Adventist Introduction: Patients with systemic sclerosis (SSc) experience reduced exercise capacity and
University of São Paulo, São Paulo, SP, Brazil
2
muscle strength compared with healthy subjects. There are also indications of reduced levels of
Unit of Rheumatology, Department of
Medicine Solna, Karolinska Institutet, and,
physical activity.
Functional Area Occupational Therapy & Objective: To present the current knowledge of physical exercise in SSc.
Physiotherapy, Allied Health Professionals
Function, Karolinska University Hospital, and, Results: Most studies presently available [three case studies, one single subject experimental
Department of Neurobiology, Care Sciences design, one study comparing patients with healthy controls, one quasi experimental design (pre–
and Society, Division of Physiotherapy,
post), two clinical trials and two random controlled trials] have included small samples of patients,
Karolinska Institutet, Stockholm, Sweden
3 mostly composed of patients with and without pulmonary involvement. It seems that patients
Department of Neurobiology, Care Sciences
and Society, Division of Physiotherapy, with SSc without pulmonary involvement are able to perform and benefit from aerobic exercises
Karolinska Institutet, and, Functional Area of at least moderate intensity. Exercise tolerance, aerobic capacity, walking distance, muscle
Occupational Therapy & Physiotherapy, Allied
strength and muscle function as well as health‐related quality of life (HRQL) have been found
Health Professionals Function, Karolinska
University Hospital, Stockholm, Sweden to be improved after participation in programmes including aerobic exercise and aerobic exercise
Correspondence combined with resistance exercises. Improvements seem to be only partially retained at follow
Natália Cristina de Oliveira, Research Group in up. Patients with pulmonary involvement may also experience improved muscle strength, physi-
Physical Exercise, Lifestyle and Health
cal and aerobic capacity, as well as HRQL following exercise.
Promotion. Health Promotion Master Program,
UNASP – Adventist University of São Paulo, Conclusions: Patients with SSc without pulmonary involvement can be recommended to be
Estrada de Itapecerica, 5859, São Paulo, SP, as physically active as the general population. Patients with mild pulmonary involvement can be
Brazil. 05858‐001
Email: natalia.silva@ucb.org.br
recommended to be physically active by engaging in exercises of moderate intensity and to
participate in moderate‐load resistance exercises. Health professionals should inform patients
with SSc about the importance of physical activity and avoidance of a sedentary lifestyle.

KEY W ORDS

aerobic exercise, exercise, exercise therapy, rehabilitation, resistance training, systemic


sclerosis

1 | I N T RO D U CT I O N of the body (arms, trunk and/or thighs) and interstitial lung disease
(ILD, thickening of the interstitium usually due to autoimmunity or
Systemic sclerosis (SSc) is a rare disease of unknown aetiology with inflammation), cardiac fibrosis and a worse prognosis. Patients with
vasculopathy, fibrosis and autoimmunity (Hinchcliff & Varga, 2008; lcSSc are characterized by skin tautness of the distal parts of the
Walker et al., 2007). The disease often causes symptoms which not extremities and head and have an overall better prognosis, even
only affect the skin but also joints, muscles and important internal though they are at a higher risk of developing pulmonary arterial
organs, such as the heart and lungs. Traditionally, SSc has been sepa- hypertension (PAH) due to vasculopathy (Hinchcliff & Varga, 2008;
rated into two major subgroups, diffuse cutaneous SSc (dcSSc) and LeRoy & Medsger, 2001; Matucci‐Cerinic, Kahaleh, & Wigley, 2013;
the more common form, limited cutaneous SSc (lcSSc) based on the Steen, 2008; Walker et al., 2007).
major differences in skin involvement and the type of organ systems Diagnostic criteria for SSc include skin abnormalities (puffy fingers,
affected. dcSSc is associated with skin tautness in the proximal parts swollen digits turning into sclerodactily), vascular alterations

Musculoskeletal Care. 2017;1–8. wileyonlinelibrary.com/journal/msc Copyright © 2017 John Wiley & Sons, Ltd. 1
2 DE OLIVEIRA ET AL.

(Raynaud’s phenomenon, SSc pattern in capillaroscopy) and laboratory muscle weakening (Turesson & Matteson, 2007) and impairment in
findings such as antinuclear, anticentromere and antitopoisomerase‐I oxygen transport and consumption (Blom‐Bülow et al., 1983). This
antibodies (Avouac et al., 2011). may contribute to a poor HRQL (Hudson et al., 2009; Khanna et al.,
The incidence and prevalence of SSc and its subgroups varies 2005; Lima et al., 2015). Other lifestyle factors also have an important
greatly, depending on ethnicity and world regions, with an average impact on SSc. Smoking may worsen vascular, gastrointestinal and
incidence per million of between 4 and 43 individuals, and a prevalence respiratory outcomes (Hudson et al., 2011), and patients may have
between 70 and 340 per million has been reported (Barnes & Mayes, an increased risk of alcohol‐related cancers (Olesen, Svaerke, Farkas,
2012). Female gender predominates with a general female/male ratio & Sørensen, 2010).
of 6 : 1 (Walker et al., 2007). The heterogeneous clinical course of SSc and the wide array of
Pulmonary involvement such as lung fibrosis and PAH is common: available treatment options makes recommendations of pharmacolog-
approximately 35–50% of patients with SSc have lung fibrosis, and ical treatment a challenging task. Treatment usually focuses on the
over 20% have PAH (Walker et al., 2007). The prevalence of traditional main disease features: digital vasculopathy, PAH, gastrointestinal
cardiovascular risk factors in SSc has been reported to be reduced or involvement, renal crisis, ILD and skin involvement (Kowal‐Bielecka
similar in comparison with controls (Ali, Ng, & Low, 2015). However, et al., 2009).
SSc has featured as an independent risk factor for coronary artery dis- The condition and its treatment may affect work, leisure and
ease in addition to age, male gender, hypercholesterolaemia, hyperten- family life, so psychological and social support may be needed (The
sion, diabetes and SSc‐related factors (including PAH, renal Swedish National Board of Health and Welfare, 2016). Patients with
involvement and disease duration) (Ali et al., 2015). SSc are recommended to avoid stress, cold environments and smoking
Also, the prevalence of premature cardiovascular disease is higher (Boström, 2014; The Swedish Scleroderma Study Group, 2015).
in patients with SSc than in controls (Nordin et al., 2013). Further, Individual physical exercise programmes including information about
patients have an increased risk of acute myocardial infarction (Chu how to live with the disease can be designed by health professionals
et al., 2013), deep vein thrombosis and pulmonary thromboembolism such as physiotherapists, physical educators and occupational thera-
(Chung et al., 2014), as well as an increased risk of comorbidities such pists (Boström, 2014; The Swedish Scleroderma Study Group, 2015).
as osteoporosis (Omair, Pagnoux, McDonald‐Blumer, & Johnson, Reports of adverse effects related to participation in exercise
2013), anxiety and depression (Nguyen et al., 2014). programmes in patients with SSc are rare. In a study of 53 patients
Involvement of facial and oral tissues is a typical feature in patients with SSc (Schouffoer et al., 2011), one patient experienced progres-
with SSc, which may cause a reduction of mouth width and furrows. sively painful skin (although no thickening or inflammation of the skin
These represent a great concern for patients, especially those who was observed), and another patient presented with Achilles tendon
have a longer disease duration, as they deal with progressive and rupture during circuit training. One patient with severe ILD in the
limiting impairments (Paquette & Falanga, 2003). In addition to study by Alexanderson, Bergegård, Björnådal, and Nordin (2014) did
skin deformities and disfigurement, pain, fatigue and dyspnoea are not tolerate intensive aerobic exercise, and had dyspnoea and cough
features related to a reduced health‐related quality of life (HRQL) in at attempts to increase exercise loads. In a recent study with a sample
patients with SSc (Almeida, Almeida, & Vasconcelos, 2015; Khanna of 220 patients with SSc (Rannou et al., 2016), two patients reported
et al., 2005; Paquette & Falanga, 2003; Stamm et al., 2011) when fatigue, one patient reported hip pain after aerobic exercise and
compared with a healthy population (Khanna et al., 2005). Patients another patient reported calf pain.
with dcSSc also have lower HRQL scores than those with lcSSc Exercise‐induced oxygen desaturation may occur in patients with
(Khanna et al., 2005). SSc and ILD (Someya, Mugii, Hasegawa, Yahata, & Nakagawa, 2014).
Patients with SSc, especially those with the dcSSc, may have joint Reduced diffusion lung capacity for carbon monoxide (DLCO) and
involvement (Avouac et al., 2010) and present enthesopathy (Kilic, Kilic, reduced predicted lung volumes seem to predict oxygen desaturation
Akgul, & Ozgocmen, 2015). Proximal muscle weakness in the shoulder in exercise testing (Someya et al., 2014). PAH and exercise‐induced
and hip–pelvic region is a common feature (Akesson, Fiori, Krieg, van PAH are common features in SSc (Gargani et al., 2013; Saggar et al.,
den Hoogen, & Seibold, 2003; Clements et al., 1978). Lima et al. 2010; Suzuki et al., 2015; Voilliot et al., 2014). Exercise‐induced PAH
(2015) have shown that quadriceps strength is reduced and that fatigue is mainly related to increased left ventricular filling pressure and
in this muscle group is increased. Several studies have also found that exercise pulmonary vascular resistance (Voilliot et al., 2014), and may
patients with SSc have a reduced overall exercise capacity when com- reduce peripheral capillary oxygen saturation (SpO2) (Yasunobu, Oudiz,
pared with healthy individuals and general population (Blom‐Bülow, Sun, Hansen, & Wasserman, 2005). Peak exercise pulmonary artery
Jonson, & Bauer, 1983; Cuomo et al., 2010; de Oliveira et al., 2007; systolic pressure is affected by age, ILD, and right and left ventricular
Morelli et al., 2000; Pettersson et al., 2017; Schwaiblmair, Behr, & diastolic dysfunction (Gargani et al., 2013).
Fruhmann, 1996; Sudduth et al., 1993; Villalba et al., 2007). Many A study with 11 patients with SSc with pulmonary involvement
patients have reduced aerobic capacity (Rosato et al., 2014) including who underwent maximal exercise testing demonstrated that exercise
patients without pulmonary involvement (de Oliveira et al., 2007). may intensify the already increased basal level of systemic inflamma-
Reduced physical activity has been observed in patients with lcSSc tion and oxidative stress (Hargardóttir et al., 2010), suggesting that
with PAH compared with patients without PAH (Mainguy, Provencher, an immune response might be triggered in these patients.
Maltais, Malenfant, & Saey, 2011), and in patients with SSc with early Although exercise capacity and HRQL can be improved with
lung involvement (Battaglia et al., 2017). Physical inactivity may lead to pulmonary rehabilitation and aerobic exercise, ideally combined with
DE OLIVEIRA ET AL. 3

strength exercise in patients with ILD (irrespective of the cause), per session. After the aerobic exercise participants performed
patients with lung fibrosis may experience severe dyspnoea and endurance‐based resistance training for shoulder and hip flexors
exertional desaturation (Markovitz & Cooper, 2010). aiming at performing the maximal possible number of repetitions.
Programmes of patient education and self‐management of SSc in During the first weeks, participants performed about 50% of the
distance learning format (e‐health) may be useful to reach a large number of repetitions performed during the initial testing (functional
number of patients, and seem to be effective in controlling pain, muscle endurance test) (Alexanderson et al., 2006), then increasing
fatigue, depression and improving function in daily activities (Piga slowly. One of the two patients without ILD improved predicted
et al., 2014; Poole, Skipper, & Mendelson, 2013). Nonetheless, VO2max. Both participants without ILD significantly improved muscle
compliance is usually lower (79% in Poole et al., 2013 and 80% in endurance. The programme was well tolerated; no dropouts or adverse
Piga et al., 2014) than observed in face‐to‐face exercise programmes effects were observed.
(100% in de Oliveira, dos Santos Sabbag, de Sá Pinto, Borges, & Lima,
2009 and Alexanderson et al., 2014).
3.2 | Patients with and without pulmonary
Rehabilitation with a multidisciplinary team is recommended for
patients with SSc (Poole, 2010), and may improve handgrip strength
involvement
and hand function (Willems et al., 2015). Mouth exercises have been Maddali Bongi et al. (2009) studied a group of 20 patients with SSc,
shown to improve eating, speaking, oral hygiene and dental treatments half of whom had pulmonary involvement (ILD and/or pulmonary
(Cazal et al., 2008; Maddali‐Bongi et al., 2011; Naylor, Douglass, & Mix, hypertension). They were randomized to a control group or to an
1984; Pizzo, Scardina, & Messina, 2003; Willems et al., 2015). In addi- interventional group involving hand and face rehabilitation plus one
tion to this, there is an increasing body of evidence supporting the of the following global rehabilitation techniques: hydrokinesytherapy
inclusion of various types of physical exercise as important therapeutic or land‐based exercises. After 9 weeks of treatment twice a week
tools in the treatment of SSc. However, they have not all been studied (intensity not included) with no dropouts, patients in the interventional
to the same extent (Willems et al., 2015). In this review, we will discuss group displayed significantly better hand mobility and hand function
the main research findings concerning physical exercise in SSc patients. compared to baseline. However, when assessed after 9 weeks of
follow‐up, improvements were only partially retained. The groups were
not statistically different regarding the presence of pulmonary involve-
2 | AEROBIC EXERCISE ment, and the authors did not present data from patients separately,
but no treatment‐related adverse effects were reported.
2.1 Studies including patients without pulmonary
| Antonioli et al. (2009) enrolled 16 patients with SSc (seven
involvement of them with ILD) in ten individual sessions of 30 min of therapy
(including warm up, cool down, training of motor functions, respiratory
The first prospective study of patients with SSc in an aerobic exercise
exercises, walking, finger stretching and occupational therapy). The
programme was conducted in 2009 (de Oliveira et al., 2009). Seven
authors did not include the intensity of exercises. Patients were also
female patients without pulmonary involvement and seven healthy
instructed to exercise at home. The control group was composed of
controls took part in an 8‐week, twice‐weekly, aerobic exercise
17 other patients with SSc (nine of them with ILD) who received
programme (30 min of treadmill walking). This moderate‐intensity
standard care. After 4 months with no withdrawals, patients in the
aerobic exercise (prescribed after a cardiopulmonary exercise test,
interventional group had significantly better hand mobility, exercise
with heart rate maintained within anaerobic threshold and 10% before
tolerance and HRQL. The main differences among patients with
respiratory compensation point) was efficient in significantly improving
pulmonary involvement and patients who did not present with this
patients’ exercise tolerance, aerobic capacity and effort oxygen
condition were, as expected, a reduced baseline DLCO and a clinically
saturation, and no dropouts or adverse effects were observed.
significant compromise of HRQL (determined by airway symptoms).
Quality of life significantly improved after the period of observation
in most patients.
3 | AEROBIC EXERCISE IN COMBINATION
The multidisciplinary programme developed by Schouffoer et al.
WITH RESISTANCE EXERCISE
(2011) also included patients with lung involvement. Thirteen out of
28 patients with SSc in the interventional group and 12 out of 25
3.1 | Patients without pulmonary involvement patients with SSc in the control group had ILD. The 12‐week
In a single subject experimental design (SSED), Alexanderson et al. programme involved 3‐weekly multidisciplinary group sessions com-
(2014), enrolled four SSc patients (three women and one man, two of prising general exercises, hand/mouth exercises and education. In
them with lung fibrosis) in an 8‐week, three times per week, exercise addition, patients participated in individual physical therapy sessions
programme that consisted of aerobic and muscle endurance exercises. once a week and received instructions to exercise at home (at least
In the first week patients performed ergometer cycling for 10 min at an 6 days per week). Patients in the interventional group had a greater
intensity of ‘light exertion’ (assessed by a visual intensity scale). The and significant improvement in mouth opening, muscle strength, walk-
following week involved 5 min of a higher intensity exercise (13 on ing distance and function in daily activities than patients who received
the Borg scale) and in the following 6 weeks participants increased standard care. Adherence rate in the intervention group was 86%.
intensity to 15 on the Borg scale, with a total biking time of 30 min Although no subgroup analysis was performed comparing patients
4 DE OLIVEIRA ET AL.

with and without ILD, the authors highlighted that patients Nevertheless, adjustment in the intensity of the exercise allowed the
with pulmonary involvement significantly increased walking distance, participant to continue.
but did not present improvement in peak oxygen consumption In another case report, a patient with SSc and ILD was enrolled in a
as previously observed in patients without this condition (de Oliveira walking exercise plus leg muscle strengthening programme for
et al., 2009). 27 weeks (1 h, five times per week); walking distance without severe
Another programme involving aerobic and resistance exercise was hypoxia increased after the programme, although the distance
developed by Pinto et al. (2011). The researchers submitted 11 achieved in a 6‐min walk test remained the same (Mugii, Someya, &
patients (eight of them with no evidence of pulmonary involvement) Hasegawa, 2011).
to a 12‐week concurrent training programme, with twice weekly A patient with acute quadriparesis secondary to SSc and
sessions. Patients with SSc performed 30 min of resistance exercises associated myositis underwent a physical and occupational therapy
(four sets of 8–12 maximal repetitions for the main muscle groups, five programme of three or more hours per day, six times per week
exercises for upper and lower extremities) followed by 20 min of (Chernev, Gustafson, & Medina‐Bravo, 2009). The programme
treadmill exercise, at the corresponding heart rate of approximately included stretching, supine weight exercises, step‐ups, upper body
70% of VO2 peak. Patients significantly improved strength and muscle ergometry and upper body progressive weightlifting exercises. The
function, resting heart rate, workload and time of exercise testing. No authors reported that the patient progressed extremely well, and no
withdrawals were observed during the intervention. further muscle damage was observed with an increased intensity of
A recent randomized controlled trial (Rannou et al., 2016) enrolled the exercises.
the largest sample of patients with SSc so far (n = 220). It was also a
long‐term study (12 months follow‐up). Around 18% of participants
had pulmonary fibrosis, and about 8% of patients had pulmonary 4 | DISCUSSION
hypertension. Patients were randomized into a control group or a
personalized physical therapy programme for 1 month (three times Patients with SSc exhibit a good exercise tolerance and studies
per week, 3 h each session, including strength and aerobic exercises, indicate effectiveness of exercise programmes in increasing tolerance
plus exercises to increase range of motion and minimize other and aerobic capacity (Alexanderson et al., 2014; de Oliveira et al.,
limitations) followed by daily home sessions for 12 months (30 min). 2009; Schouffoer et al., 2011), muscle strength (Alexanderson et al.,
The control group received usual care (that could include ambulatory 2014; Pinto et al., 2011), hand mobility (Antonioli et al., 2009; Maddali
physical therapy). Patients were evaluated after 1, 6 and 12 months. Bongi et al., 2009; Mancuso & Poole, 2009), function in daily activities
Reduction in disability was higher in the experimental group after the (Maddali Bongi et al., 2009) and HRQL (Antonioli et al., 2009; Maddali
first month, along with better hand mobility, amelioration of Bongi et al., 2009), even in patients with some degree of lung
microstomia and pain reduction, but these differences became lower involvement.
or null after a year. In the first month, only 14% of the patients with In patients with SSc and pulmonary involvement, evidence
SSc did not adhere to the programme, and 15% of patients had a poor indicates that they may benefit from participation in exercise
adherence after 12 months. programmes (Alexanderson et al., 2014; Chernev et al., 2009; Maddali
Bongi et al., 2009; Mugii et al., 2011; Pinto et al., 2011; Schouffoer
et al., 2011; Shoemaker et al., 2009), although improvements in oxygen
3.3 | Patients with pulmonary involvement
consumption have not yet been observed in these patients.
Two of the four participants included in the SSED exercise study by Literature regarding the effects of exercise in SSc is still scarce,
Alexanderson et al. (2014) had ILD, as described earlier. The participant with small numbers of participants in most studies, an absence of
with severe ILD [forced vital capacity (FVC) of 50% of expected value] control groups, and information regarding the precise exercise dose
did not tolerate intensive aerobic exercise. Severe dyspnoea and not always being included. There are only two randomized controlled
coughing occurred at all attempts to increase loads from moderate to trials (Rannou et al., 2016; Schouffoer et al., 2011), and only one of
high intensity. Exercise was stopped and a lung screening revealed these is a long‐term study (Rannou et al., 2016). Studies so far do not
increased bronchial obstructivity and fluid in the lungs. However, include differences in response to exercise regarding gender or the
mycophenolate mofetile treatment was stopped 4 months before degree of pulmonary involvement. Also, when participating in experi-
entering the study, which was considered the main reason for the mental exercise programmes, patients are usually orientated to main-
increased disease activity and not the exercise itself. tain their usual medication (Alexanderson et al., 2014; Maddali Bongi
A case report described a woman with SSc and PAH with an et al., 2009; Mugii et al., 2011; de Oliveira et al., 2009; Pinto et al., 2011).
FVC of 85% (Shoemaker, Wilt, Dasgupta, & Oudiz, 2009) enrolled in Chronic systemic inflammation might account for deterioration in
a 6‐week, three times per week ergometer cycling programme. Loads function in daily activities and affect the ability of patients with SSc
(resistance of the cycle ergometer) started on 50% of peak workload, to engage in physical activity. Pulmonary involvement, common in
progressing up to 80% of predicted heart rate. The participant patients with SSc, may also contribute to exercise intolerance (Morelli
improved maximal oxygen uptake by 4% and about 102 m in a 6‐min et al., 2000). A sedentary lifestyle, in turn, might contribute to inflam-
walk test. Both improvements were considered clinically relevant. mation, establishing a ‘vicious cycle’ (Benatti & Pedersen, 2015).
The exercise programme was well tolerated and the only adverse Aerobic and resistance exercise may exert long‐term effects by
event was a systolic hypertensive response in some sessions. improving physical capacity (aerobic capacity, muscle strength,
DE OLIVEIRA ET AL. 5

function in daily activities and mobility) and body composition and Health professionals can support patients, informing them about the
reduce cardiovascular risk factors and fatigue, and improve HRQL importance of avoiding sedentary behaviour and harmful lifestyle
(Mancuso & Poole, 2009). It is possible that regular exercise is as an habits (Boström, 2014; The Swedish Scleroderma Study Group,
important adjuvant tool in improving overall symptoms and the course 2015), as well as monitoring patients’ physical activity levels, aerobic
of SSc (Perandini et al., 2012). capacity and muscle strength at least once a year, as recommended
for other rheumatic diseases (Bertsias et al., 2008).

4.1 | General precautions for physical exercise in SSc ACKNOWLEDGMENTS


Patients with SSc should have their blood pressure and heart rate We thank Mrs Monica Holmner, patient partner, for her valuable
monitored during exercise, and particluar attention should be paid to comments on the manuscript.
the cool‐down period, since rapid falls in cardiac output can lead to
syncope in patients with PAH (Markovitz & Cooper, 2010). Exercise RE FE RE NC ES
must be stopped if chest pain, lightheadedness or palpitations occur Akesson, A., Fiori, G., Krieg, T., van den Hoogen, F. H., & Seibold, J. R.
(2003). Assessment of skin, joint, tendon and muscle involvement.
(Markovitz & Cooper, 2010).
Clinical and Experimental Rheumatology, 21(3 Suppl. 29), S5–S8.
Patients with SSc and severe pulmonary hypertension may be
Alexanderson, H., Bergegård, J., Björnådal, L., & Nordin, A. (2014). Intensive
enrolled in an exercise programme if the nature and the intensity of aerobic and muscle endurance exercise in patients with systemic
exercise is considered (Nici et al., 2006). These patients are optimally sclerosis: A pilot study. BMC Research Notes, 7(7), 86. https://doi.org/
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Stenström, C. H. (2006). Functional index 2: Validity and reliability of
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