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The Prevalence and Cause of Occupational Back Pain in Hong Kong Registered Nurses
The Prevalence and Cause of Occupational Back Pain in Hong Kong Registered Nurses
FRENCH P., LEE F.W.F., LIU S.P., LUK K.B. & WONG H.Y.R. (1997) Journal of Advanced
Nursing 26, 380–388
The prevalence and cause of occupational back pain in Hong Kong registered
nurses
It is well known that many patient-oriented tasks contribute to occupational back
pain in nurses and this is borne out by previous studies. In order to know whether
the incidence of back pain and the contributing factors are the same in Hong Kong, a
descriptive study was adopted to investigate the situation locally. This study
explored the prevalence and perceived contributing factors of back pain, utilizing a
non-experimental survey approach. Baseline data for this study were gathered by
means of a questionnaire. The questionnaire elicited characteristics of the subjects’
history and contributing factors to back pain. Of 47 nursing sta at an acute care
hospital, the reported occurrence of some form of back pain during their career was
found to be 80·9%. Approximately one-third of nurses with back pain experienced
pain at least once a month. The top two dynamic factors contributing to back pain
were lifting patients and transferring patients. Meanwhile, stooping was identified
as the most common static factor contributing to back pain. In addition of those who
had experienced some form of back pain, 92·1% stated that they have never
reported their back pain to their employers. Contributing factors such as transferring
patients from bed to chair and lifting patients within bed without assistance
indicate poor practice which should be eliminated by the existence of continuing
in-service education.
© 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388 381
P. French et al.
Hong Kong does not seem to collect statistics on occu- self-developed tool addressed the incidence of work-
pational back pain in nurses. The prevalence, morbidity, related back pain and the perceived contributing factors
lost work time, and poor work performance due to back to back pain (see Appendix). The questionnaire was div-
pain is largely unreported in Hong Kong nurses. ided into three sections. The first sought demographic data
including age, working experience and present working
area of the subjects. The second gathered information on
THE STUDY
the first episode, usual sites of back pain, current practices
After reviewing the literature, it can be concluded that and consequences associated with back pain. Questions
occupational back pain is regarded as a common conse- about dynamic and static patient-oriented tasks which
quence of nursing work in other parts of the world. In contributed to back pain were included in the final section.
order to discover whether similar phenomena occur in A pilot study was conducted in order to test and evaluate
Hong Kong and which factors are most significant, a the self-developed questionnaire. Ten volunteers with
descriptive study was designed and conducted. The con- similar characteristics of the study sample were recruited
tributing factors to back pain were explored. to answer the questionnaire and were interviewed after
The specific objectives of this study were to determine completion. Therefore, face validity of the self-developed
the prevalence of occupational back pain in Hong Kong questionnaire was plausible.
registered nurses, and to ascertain which patient-oriented
tasks were the most significant in the genesis of occu-
Sample
pational back pain.
The subjects were registered general nurses drawn from
one acute general hospital in Hong Kong. As the aim of
Concept clarification
the study focused on patient-oriented tasks in relation to
A common diculty in the study of back pain is its highly occupational back pain, nurses in clinical areas who
variable and subjective nature (Stubbs et al. 1983). engaged in direct patient contact were selected for the
Individuals might have dierent conceptions of the term study. Nursing ocers (sister/head nurse), ward managers
‘back pain’. Accordingly, key terms in this study were and departmental operation managers were excluded from
defined so as to make explicit the nature of the concept to this study.
be studied. Occupational back pain was defined as all con- Simple random sampling was used to select the subjects.
ditions of pain, ache, stiness or fatigue localized to the back A nursing sta duty list for the period 26.12.1994 to
related to nursing practice (Svensson & Andersson 1983). 22.1.1995 was obtained from the hospital as a basis for the
Patient-oriented tasks were those nursing activities that sampling frame. Subjects were selected by drawing names
involved direct patient contact (Harber et al. 1988). They from a box. Sixty out of 590 nurses, approximately 10%
were mainly divided into two types of actions, dynamic of the target population, were selected for the study.
and static. Dynamic patient-oriented tasks were those
patient contact activities involving motion, while static
Data collection
patient-oriented tasks were those patient contact activities
in which the nurse maintained a static antigravity posture The selected subjects were contacted by the researchers
for at least 30 seconds, and in which there was no transfer individually in their wards. Each subject received a self-
of the patient (Harber et al. 1987b). administered questionnaire with instructions on how to
complete and return the questionnaire. Meanwhile, writ-
ten information was also provided which included the
Design
purpose, importance, anonymity and confidentiality of the
This study aimed to describe phenomena and identify fac- study. All subjects were invited to participate and the sub-
tors that contributed to prevalence of occupational back ject’s consent was indicated by the return of the completed
pain in registered nurses in Hong Kong. The design was questionnaire.
based on the approach of descriptive study. Forty-nine out of 60 questionnaires were returned which
As proposed by Wilson-Barnett & Batehup (1988), a gave an overall response rate of 81·7%. Two questionnaires
descriptive survey was necessary to identify relevant fac- were excluded in the analysis as they were incomplete.
tors in a given area, to report the frequency of events, and Thus, the results are based on 47 responses.
to provide maps or a matrix from which to do more work.
Data analysis
Questionnaire
The data analysis used a quantitative method. All collected
A 13-item questionnaire was developed after a review of data were organized and summarized by descriptive
the literature (Stubbs et al. 1983, Harber et al. 1987b). This statistics.
382 © 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388
Occupational back pain
daily
once a week
16%
once a month 13%
a few times a year 5%
less than once a year
others
8%
45%
13%
© 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388 383
P. French et al.
Table 3 Number of subjects who reported the following dynamic low back pain, and the other four (10·5%) had low back,
factors contributing to their back pain (n=38) buttock and leg pain. Therefore, it was indicated that ‘low
back’ was the most usual site of back pain in nurses.
Number of
Dynamic factor responses
Eects of back pain
Lifting patient within bed with assistance 22
In responding to question 11 ‘Have you ever reported the
Lifting patient within bed without assistance 27
incidence of back pain?’ in the questionnaire (see
Lifting patient from floor with assistance 21
Lifting patient from floor without assistance 20 Appendix), 35 (92·1%) subjects stated they had not
Transferring patient (bed to chair; bed to bed) 31 reported their back pain to the ward in-charge, nursing
Ambulating patient 8 ocer or ward manager. Twenty-six (68·7%) respondents
Restraining struggling patient 19 stated the back pain had restricted their activities, and
Giving assistance when patient starts to fall 12 three (7·9%) had been transferred to another nursing post
because of their back pain.
5. Multiple sites:
Total 38 100
384 © 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388
Occupational back pain
category of ‘5 to less than 8 years’ were married and had is part of the work of the nurse (Whitehead 1984, Harber
had children. et al. 1988). Nurses seem to view back pain as a ‘normal’
phenomenon in the profession.
It has been found that complaints of back pain and injury
Childbirth
amongst junior nurses in particular are often ignored
Earlier studies have found a marked increase in back pain (Bulaitis 1992). Given the idea that back pain is a com-
with number of childbirths (Videman et al. 1984, Stubbs monly abused excuse for taking sick leave, it is possible
et al. 1986, Buckle 1987, Skovron et al. 1987). This sup- to understand that many nurses do not want to be seen to
ports the assertion that nurses may be leaving to take up be malingering and that this and/or the actual existence of
less strenuous work after experiencing a period of chronic chronic back pain will lead to dismissal.
back pain which may be induced by nursing activities or
childbirth and exacerbated by the other (Field et al. 1982).
Lower back pain
Childbirth may also explain the high incidence in sub-
jects in the ‘more than 8 years’ group. This group is more The finding that 63% of the back pain suerers were
likely to consist of nurses who are compelled to return to experiencing lower back pain, and another 26% of pain
nursing after multiple childbirth for economic reasons was related to multiple sites which included the lower
regardless of the health consequences. This may provide back, is not surprising given that the lower back is the
further support for the assertion that childbirth and nurs- most susceptible site. The lower lumbar discs, L4–L5 and
ing activities are implicated in the causation of chronic L5–S1, are subject to the greatest mechanical stress, com-
back pain. This encourages the economically self-sucient pression force and the greatest degenerative changes
to leave nursing but the less well o to stay or return to (Deede 1987, Smeltzer & Bare 1992). These compression
nursing and endure the pain. This explanation is plausible forces are generated by heavy physical work, manual lift-
given the finding that 92·1% of the back pain suerers did ing and prolonged static work posture. This explains why
not report the problem to their employers. most subjects report stooping as the most likely static
Given that the high prevalence of back pain has been factor contributing to their back pain.
confirmed in this study, the frequency of back pain Given that stooping is warned against in almost all train-
becomes a crucial factor when considering the nurses’ ing scenarios, there is some indication here that either
health and working performance. inadequate training or personal neglect is contributing to
the problem. There is other evidence that inappropriate
practices are taking place. Given that ‘transferring the
Chronic pain
patient’ was the top dynamic factor contributing to the
The finding that one-third of the sample experience pain back pain and that ‘lifting a heavy patient’ came close
more than once a month and that over-two thirds experi- second, there is some indication that suitable techniques
enced it at least twice a year indicates a serious chronic for lifting and carrying are not being adopted in practice.
back pain problem among nurses in Hong Kong. Acute The second most common finding that ‘lifting a patient
pain serves as a warning that something somewhere in the without assistance’ contributed to most nurses’ back pain
body is amiss and requires immediate attention, whereas indicates that nurses are taking risks either necessarily or
chronic pain might never fully cease (Tollison 1987). unnecessarily. If they are taking risks unnecessarily then
When pain lasts for 6 months or more in periodic or unre- they are guilty of neglect which puts themselves and the
mitting episodes, it can be defined as chronic in nature patient at risk of injury. If it is necessarily incurred because
(Bond 1984, Landan 1986, Burckhardt 1990, Keane 1992). of sta shortages then the health service management is
The findings indicate that there is a great deal of physical putting nurses and patients at risk of injury.
and psychological ill health associated with chronic back
pain in Hong Kong nurses.
Other factors
Depression usually accompanies chronic pain, and this
has an adverse eect on the nurses’ morale and job per- The free responses at the end of the questionnaire give
formance (Skevington 1983, Tollison 1987). The impact on some interesting insights into other contributing factors.
the nursing service should be taken seriously when one Some subjects mentioned that inadequate manpower and
considers that back pain is the leading cause of disability inadequate education were the possible causes of back
and absenteeism in the working population (Haber 1971, injury. Two respondents thought that their uniform restric-
Goldberg et al. 1980). This is all the more worrying when ted movement in the handling of patients. It has been
one considers that the size of the problem is being mini- found that constricting uniforms place nurses at a higher
mized by the tendency for nurses not to report the inci- risk of back pain because they limit movement, proper
dence of back pain to their employers. Some argue that position and proper alignment of the spine (Marchette &
this is because nurses are socialized into the belief that it Marchette 1985).
© 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388 385
P. French et al.
386 © 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388
Occupational back pain
night . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 2
APPENDIX: QUESTIONNAIRE which type of ward . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .
Please circle the appropriate number which matches your
answer.* Q7
How did it happen?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .
Section I . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .
*Only choose one answer from each question.
Q8
Q1
Have you experienced back pain recently?
Age at 1 Jan. 1995 years
Yes . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 1
No . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 2
Q2
Experience in nursing after registration:
Q9
Less than 2 years. . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 1
What frequency of back pain do you experience?
2 to less than 5 years . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 2
Daily . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 1
5 to less than 8 years . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 3
Once a week . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 2
More than 8 years. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 4
Once a month . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 3
A few times a year . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 4
Q3 Less than once a year. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 5
Which area do you presently work in? Other. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 6
Medical . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1 (please specify)
Surgical. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 2
Intensive care unit . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 3
Q10
Neonatal intensive care unit. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 4
Where was the usual site(s) of your back pain?
Renal unit . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 5
A&E Department . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 6
Geriatric . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 7
Paediatric. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 8
Operation theatre . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 9 Upper back & neck... 1
Obstetrics . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .10
Gynaecology . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .11 Mid back................... 2
Orthopaedic. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .12 Low back.................. 3
Other. . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . .13 Buttocks & legs......... 4
( please specify)
Section II
*You can choose more than one answer which is appro-
priate to your feelings.
Q11
Q4 Have you ever reported the incidence of back pain?
Have you suered back pain before 1995? No . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 1
Yes . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 1 Yes (e.g. report to ward in-charge, nursing ocer, ward
No . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 2 manager, etc.) . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 2
If ‘yes’, please continue.
If ‘no’, you have finished this questionnaire. Thank you. Q12
Has your back pain caused you to:
Q5 leave nursing? . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 1
When did you experience your first episode of back pain? transfer to another nursing position?. . . . . . . . . . . . . . . . . . . .. . . 2
Before commencing nursing . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1 restrict your activities? . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 3
After commencing nursing . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 2 Other. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 4
If your answer is ‘1’, you have finished this questionnaire. (please specify)
If your answer is ‘2’, please continue.
Section III
Q6
Did the first episode occur on: *You can choose more than one answer which is appro-
day duty?. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 1 priate to your feelings.
© 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388 387
P. French et al.
388 © 1997 Blackwell Science Ltd, Journal of Advanced Nursing, 26, 380–388