The Rheumatology Physical Examination: Making Clinical Anatomy Relevant

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Clinical Rheumatology (2020) 39:651–657

https://doi.org/10.1007/s10067-019-04725-9

REVIEW ARTICLE

The rheumatology physical examination: making clinical


anatomy relevant
Pablo Villaseñor-Ovies 1,2,3 & José Eduardo Navarro-Zarza 4 & Juan J. Canoso 5,6

Received: 30 May 2019 / Revised: 24 July 2019 / Accepted: 30 July 2019 / Published online: 24 August 2019
# International League of Associations for Rheumatology (ILAR) 2019

Abstract
To review the importance of physical examination in the diagnostic process of musculoskeletal conditions vis-a-vis the development of
sensitive and powerful technologies such as MRI and high-resolution ultrasound. Because the physical examination of the musculo-
skeletal system is an exercise of applied clinical anatomy, the authors tested, in one-to-one practical examinations, the basal knowledge
of musculoskeletal anatomy of rheumatology trainees, rheumatologists, and other professionals of musculoskeletal medicine. The
results of the authors’ surveys were disappointing, with a correct response rate of 50 to 60% depending on the locales. To correct this
deficit, the authors gave many active-learning, case-centered seminars throughout the Americas and some overseas that may have
fostered an interest in the study of clinical anatomy. There was an increased interaction between anatomy departments and clinicians,
and that daily use of clinical anatomy would make anatomy relevant, improve clinical skills, and probably reduce the overall costs of
the health care system.

Key Points
• Knowledge of musculoskeletal anatomy is the basic diagnostic tool in the regional pain syndromes
• Knowledge of musculoskeletal anatomy helps understand the musculoskeletal involvement in the regional and systemic rheumatic disorders
• An active-learning methodology was used since 2006 to review the anatomy that is relevant for rheumatology trainees and practitioners of musculoskeletal medicine
• A skilled, anatomy-based physical examination and a well-thought diagnostic hypothesis could reduce the use of expensive technologies that, being too
sensitive, may lead the unaware clinician astray

Synopsis Knowledge of musculoskeletal structure and function is essential


in the practice of rheumatology. The authors describe an active learning, case-
centered teaching methodology they have used in musculoskeletal clinical
anatomy seminars since 2006. These seminars, with an optimal participant
to instructor ratio of 10 to one, are based on case discussions and the cross-
examination of participants and instructors. Pre-seminar surveys have consis-
tently revealed a minimal recollection of the musculoskeletal anatomy as
taught in medical school. There is no proof of the long-term efficacy of the
method. However, the consistency of encouraging participants’ comments
and the many invitations to replicate the seminars at regional and national
rheumatologic meetings indicate a favorable perception of the method.
Indeed, the short-term efficacy of the method was shown in three studies.
Part of the Topical Collection entitled ‘Empowering Medical Education
to Transform: Learnings from an international perspective’

* Pablo Villaseñor-Ovies 2
Hospital Angeles Tijuana, Tijuana, Baja California, Mexico
pablovo@gmail.com
3
Universidad Autónoma de Baja California, Tijuana, Baja California,
Mexico
José Eduardo Navarro-Zarza
eduardo@navarrozarza.com.mx 4
Hospital General Dr. Raymundo Abarca Alarcón,
Juan J. Canoso Chilpancingo, Guerrero, Mexico
jcanoso@gmail.com 5
ABC Medical Center, Mexico City, Mexico
1 6
Hospital General de Tijuana, Tijuana, Baja California, Mexico Tufts University School of Medicine, Boston, MA, USA
652 Clin Rheumatol (2020) 39:651–657

Keywords Active learning . Cross-examination of participants and instructors . Musculoskeletal anatomy . Physical examination .
Regional pain syndromes

Clinical anatomy in rheumatology It is an understanding of the human body not as a plain mass of
tissue to be seen, felt, and moved, but also to be known and
The subject of clinical anatomy in the practice of rheumatology understood [6]. An anatomical approach to PE enhances the
in 2019 seems to be an outdated idea. Is there still a place for rheumatologic clinical examination skills in many ways: (1)
musculoskeletal disease localization and characterization in the The ability to precisely identify the anatomic component affect-
era of magnetic resonance imaging and high-resolution ultra- ing a patient delivers a more insightful understanding of symp-
sound? Notwithstanding the technological revolution that has toms and physical findings, simplifies nosology, narrows dif-
transformed the field of diagnostic medicine in the last 50 years, ferential diagnosis, and reduces the use of expensive, often
physical examination (PE) while evolving itself remains the unavailable diagnostic tests. (2) A background of clinical anat-
foundation of effective diagnosis. Unfortunately, PE remains a omy is essential in the use of musculoskeletal ultrasound [7, 8].
neglected aspect of scientific medicine [1]. The new technolo- (3) The merging of information gathered from patient interro-
gies, while representing a great advance in diagnosis and dis- gation, examination, and that which comes from complemen-
ease understanding, have by no means lessened the need for an tary imaging evaluation is facilitated when this integration oc-
accurate clinical diagnostic evaluation. The responsible use of curs in the context of sophisticated anatomical understanding.
these and other highly sensitive imaging technologies create a (4) PE-oriented infiltration of specific targets in the MSK sys-
more profound dependence on PE, as advanced imaging may tem is not safe without a basic anatomical knowledge.
uncover anatomical anomalies not germane to the actual clini-
cal problem (and often of no clinical relevance) [2–4]. These
may be pursued obstinately unless a thorough understanding of MSK anatomy competency gaps
the clinical picture places them in a proper perspective.
Rheumatology is a clinical discipline that lacks a specific Many groups have shown that the competency in clinical anato-
organ or system constraint. Most of the rheumatic diseases are my of the MSK system is deficient at various levels of medical
systemic and can potentially involve different organs, simulta- education, up to and including rheumatology trainees and prac-
neously or in sequence. This level of complexity demands the ticing rheumatologists. In Europe, only 52.7% of a group of 170
creation of a framework that allows an intelligent, reasonable, young rheumatologists were satisfied with their abilities in anat-
and parsimonious approach based upon accurate history taking omy, and the mean self-assessment on this subject was 4.8/10 [9].
and a comprehensive PE. Consequently, clinical rheumatolo- Recently, a small group of rheumatologists in the UK revealed
gists need to be thorough and diligent in the exploration of the very low levels of confidence in MSK surface anatomy (52%),
different organs of the human body, especially including the performing intra-articular injections (57%), and performing an
skin; the eyes; the ears, nose and throat; the lymph nodes; the examination of the limbs (59%) before completion of an MSK
cardiovascular and pulmonary systems; the abdomen; the blood anatomy course [10]. Between 2009 and 2012, the authors’
vessels; and the central and peripheral nervous systems [5]. group conducted a preworkshop practical evaluation of clinical
Unique to rheumatology is an underscored focus on the mus- anatomy on 170 attendees to clinical anatomy seminars that were
culoskeletal (MSK) system. Whether dealing with a systemic held in Argentina, Chile, Ecuador, El Salvador, México, USA,
disease with secondary MSK involvement, or a primary disease and Uruguay. The attendees, mostly rheumatologists (33%) and
of the MSK system, it is the evaluation of MSK signs and rheumatology trainees (45%), were asked to identify or demon-
symptoms that often leads to a definitive diagnosis. The mus- strate the action of 20 different anatomical items on their bodies
culoskeletal diagnostic process begins by determining which or the bodies of the instructors undertaking the test, such as
structures are involved. Is it the joint, proper, or a periarticular identify the dorsal (Lister’s) tubercle of the radius, demonstrate
structure? Is it an intra-synovial or an extra-synovial structure the action of the dorsal interossei muscles, identify the insertion
enclosed within a joint (e.g., meniscal or a labral tear)? Is there of pes anserinus, and demonstrate the action of the subtalar joint.
involvement of tendons, entheses, bursae, or synovial sheaths? The overall mean percentile score was 46.6 ± 19.9, with only 8%
This essential, usually very early question in the diagnostic of participants scoring above the minimum approbatory mark of
workup of patients is almost always answerable through an 70% [11]. This study demonstrates that among a large and di-
anatomy-oriented physical examination. verse group of rheumatologists from different American coun-
Clinical anatomy is the engagement between theoretical tries, there is an unsettling lack of basic knowledge in clinical
knowledge of the structure and function of the human body anatomy. In other words, based on published studies originating
and the many activities involved in patient care, including PE. in Europe and America, there appears to be a generalized
Clin Rheumatol (2020) 39:651–657 653

deficiency of anatomical knowledge among rheumatologists and that follows the case presentation, which is always entitled
rheumatology trainees. “Relevant anatomy” and progresses through the initial steps
of practical review of structures where the instructor performs
a practical demonstration. Abstract conceptualization is encour-
The Mexican Group for the Study of MSK aged by facilitating the association of anatomical concepts with
clinical anatomy physical findings; this is reinforced by the discussion of classi-
cal findings in PE, limits of the PE as a discrimination tool, and
The authors’ group was the recipient of the 2010 ILAR 1-year alternative diagnoses. A few remarks on additional testing and
Grant to Advance Rheumatology in Developing Countries, and treatment may be discussed, but the emphasis is placed on
from 2010 to 2015, aiming to enhance training and knowledge anatomy and PE. Concrete experiences with these newly ac-
on MSK, 34 clinical anatomy seminars were conducted in ten quired concepts will happen with future patient encounters.
Latin American countries and the USA, accounting for over 900 Nonetheless, the workshop format allows the participants to test
participants. Additionally, two short versions of the seminar have the applicability of knowledge in what the authors call “practi-
been given at the American College of Rheumatology meetings cal review of structures” where the goal is to test the anatomical
since 2005 to the present, and individual members of our group concepts and how to apply them to improve PE skills.
delivered several additional seminars in the USA, Spain, and While all anatomical structures related to MSK diseases are
South America. During these seminars, a simple methodology reviewed in these seminars, the emphasis is placed on the soft
was followed [12, 13]: After a clinical vignette is presented de- tissues including skin creases, fasciae, pulleys, muscles, tendons,
scribing ordinary cases such as a man with rheumatoid tenosyn- ligaments, bursae, and nerves. Throughout the years, this educa-
ovitis or a woman with carpal tunnel syndrome, the pertinent tional proposal has received uniformly positive feedback, and it
anatomical items are reviewed in slides that depict the anatomical has been shown to enhance the self-assessed competence in ex-
structures involved, their function, and their clinical relevance. amination skills and clinical anatomy knowledge [16].
Finally, a hands-on, practical review of these structures include Moreover, in 2015, the authors tested the capability of the clinical
their surface landmarks, the examination techniques, and when anatomy workshop to improve the learning of practical clinical
appropriate, a simulation of infiltration techniques. Practical re- anatomy for end-of-1st year orthopedic and rheumatology fel-
views are done in small groups, aiming to maintain a 1:10 in- lows from different programs in Mexico City [17]. It was found
structor to participant ratio. Participants are encouraged to bring that both groups improved their ability to correctly identify the
loose, casual clothing, and sandals, as instructors do so that ev- key anatomical structures and functions tested. Out of a total of
eryone, teachers, and attendees became a living model for each 20 questions, the median of correct answers increased from 7 to
other. This learning format, while seemingly informal, allows an 15 among the orthopedic fellows and from 5 to 12 among the
appreciation of the variability of human anatomy. It is our obser- rheumatology fellows. Although statistically significant, this im-
vation that there is a profound dissociation between the tradition- provement was thought to be suboptimal, and its long-term ef-
al teaching of anatomy, and the ‘barefoot anatomy’ that the au- fects are yet to be established. It was concluded that a more
thors have implemented, that in turn serves to highlight the lived substantial course of anatomy, based upon longitudinal reinforce-
experience of structure as it relates to function. Thus, from the ment throughout training, would be the ideal way of teaching
viewpoint of learning methodologies, our system is a student- meaningful clinical anatomy. Not surprisingly, it was found that
centered, active learning approach that (a) is case-based, (b) in- the fellows of the only participating rheumatology program that
cludes a direct collaboration between instructors and learners runs a formal clinical anatomy course showed significantly
(extended peer-examination), (c) often leads to conceptual higher scores in the pre- and post-workshop evaluations.
changes such as where is the transverse carpal ligament located, Since its creation, the authors’ group has championed the
and (d) is based on the discovery, often reaching the point of incorporation of clinical anatomy teaching during rheumatolo-
surprise, of anatomical structures both in the body of instructors gy training [11, 18]. Planning to assist in this undertaking, the
and learners [14]. An example of the latter is that one wraps a authors’ group plus five experienced, academic rheumatologists
string around the wrist, the transverse carpal ligament is distal to from Canada, England, Spain, and the USA winnowed a com-
the string, and the extensor retinaculum proximal to the string. prehensive list of specific anatomical concepts, facts, and ideas
By intertwining the theoretical knowledge of human anato- using a single-round, online, Delphi exercise. A total of 560
my and the practical skills of PE in a sequence where didactic items related to the upper extremity and 470 items that covered
information is followed by practical demonstration, the authors the pelvis, lower extremity, and gait were graded by its impor-
believe that this educational format adapts very well to Kolb’s tance in the practice of clinical rheumatology utilizing a Likert-
adult learning model [15]. The result is that learners not only do type scale. A total of 115 (20%) of the upper extremity and 101
a PE, but they understand the physical exam that they are doing. (21%) of the lower extremity items reached the pre-specified
By presenting prototypical clinical vignettes, past experiences criteria of acquiesced importance [19, 20]. The authors believe
are evoked. Reflective observation begins with the first slide that through this exercise, they have prioritized the anatomical
654 Clin Rheumatol (2020) 39:651–657

knowledge that is most relevant to the practice and care of tendons on the relative digit position during wrist flexion and
patients with rheumatic diseases and thus helped define the field extension. The patient is asked to flex and extend the wrist
of anatomy that is basic for rheumatologic training and curric- while keeping the fingers relaxed. When extensor tendons are
ulum development. intact, wrist flexion will produce digital extension, and with
wrist extension, the digits will flex. This simple maneuver de-
termines the integrity of the flexor and extensor tendons and
Real-life examples: usefulness of an helps distinguish tendon rupture from motor neuropathy [21].
anatomy-oriented PE Patient 1 is a 72-year old woman consulted because of a
dropped right thumb that occurred suddenly following a transient
Of the many useful clinical maneuvers that are based upon an pain and swelling at her right dorsal wrist. An asymptomatic
anatomical understanding of the MSK system and that are lump was noted in the dorsolateral forearm just distal to the
available not just to rheumatologists, orthopedic surgeons, and elbow (Fig. 1a). Various opinions had been given, and it had
neurologists, the authors picked two examples of the clinical been agreed that the extensor pollicis longus tendon had broken
usefulness of the “tenodesis effect,” a time-honored maneuver at the wrist, with the lump resulting from the retracted muscle.
to distinguish tendon rupture from paralysis. Tenodesis refers to However, because of the extensor pollicis longus muscle inserts
the effect that extrinsic hand muscles exert through their intact in the mid-forearm, another explanation was needed.

Fig. 1 a An asymptomatic lumb


was noted in the dorsoateral
forearm just distal to the elbow. b
Tenodesis effect on all the digits,
including the thumb. Digit
extension during passive wrist
flexion and digit flexion during
passive wrist extension
Clin Rheumatol (2020) 39:651–657 655

Fig. 2 a Man with a dropped


thumb and a possible diagnosis of
extensor pollicis longus tendon
rupture. b. Allodynia was noted
over the thumb and radial wrist.
Two days later, herpes zoster was
noted over lateral arm and
forearm

Furthermore, upon directed questioning, there had been some teachings but rather challenged themselves by analyzing their
painful dorsal swelling on the left wrist. The salient finding on theoretical and often practical virtues. Some of these methods
examination (tenodesis effect) was that upon passive palmar flex- were discarded, but some were anatomically congruent and
ion of the right wrist, all fingers extended including the thumb, clinically accurate. One such case entailed the infiltration of
and on passive dorsiflexion, all fingers flexed (Fig. 1b) [21, 22]. Morton’s neuroma. The traditional method called for a dorsal
Thus, a tendon rupture was ruled out. Additionally, when the approach, piercing through the intermetatarsal ligament,
patient was asked to point with the right index finger, she was which lies plantar in the intermetatarsal space (Fig. 2a) [23].
unable to align the finger with its metacarpal, but rather followed Anatomically, this makes little sense, since the needle travels a
the proximal phalanx of the lateral fingers, suggesting a concur- long distance and must penetrate a thick, sensitive structure.
rent palsy of the extensor indicis. Thus, the patient had a palsy of Dr. Lilia Andrade, a noted Mexican Rheumatologist, attend-
two muscles that are innervated by the deep branch of the radial ing one of the workshops, suggested an approach that required
nerve. The author’s attention was therefore brought to the prox- the needle to be placed between the adjacent toes of the space
imal forearm mass, which was firm, non-tender, and about 5 cm involved while having them spread using the non-dominant
in diameter. An MRI showed a convoluted cyst that appeared to hand and aiming the needle to the neuroma, if palpable (Figs.
originate in the proximal radioulnar joint. The rheumatoid factor 2b, 3a, and 3b). This entry site, while eliciting gruesome faces
test was positive, and there was a high titer of anti-citrullinated among workshop attendees, is in fact harmonious with ana-
peptide antibodies. Subcutaneous methotrexate and low-dose tomical knowledge and almost painless. With the use of ultra-
prednisone were started, and the patient was advised to have sound, we have observed that using a 31G, 0.8 cm needle,
the cyst removed to free the nerve. Because surgery was delayed, Morton’s neuroma is reached using this approach. This and
the cyst was injected with 2 ml of lidocaine 2% plus 2 ml of a other examples remind us that the clinical examination re-
depo-steroid. Within 1 min, the wrist and all fingers dropped, mains a personal activity that is irremediably influenced by
further supporting compression of the deep branch of the radial anecdotal factors, individual experiences, and uniquely deter-
nerve. Thirty minutes later, the added palsy resolved. mined characteristics of the patient such as age, sex, and joint
Patient 2, which is a 56-year old man, was referred with a stiffness or laxity. It must be acknowledged that while this
dropped thumb and a possible diagnosis of extensor pollicis enriches the technical diversity of PE, it is also responsible,
longus tendon rupture (Fig. 1b). Tenodesis effect was present. at least in part, for the poor reproducibility and accuracy that
Allodynia was noted over the thumb and radial wrist. Two days has traditionally stigmatized clinical data as scientifically un-
later, herpes zoster was noted over lateral arm and forearm (Fig. reliable [24, 25]. Consider how laboratory tests are performed.
1b). He was treated, and there was a full recovery of function. Every step is a prescribed component of a checklist-based
process, from sampling to handling the sample and to
performing the test itself and reporting a result. There are
The individuality of PE techniques many reasons that explain why clinical medicine has not come
close to reaching such high degrees of standardization, but this
During their clinical anatomy workshops, the authors de- does not mean that clinicians should not aspire to standardize
scribed anatomy-oriented methods and techniques of exami- their PEs. In medicine, students are often taught that informa-
nation of the MSK system. However, they soon learned that tion that derives from a process that is heavily operator- and
no single method or technique in PE is comprehensive. For technique-dependent equals dubious information, but tech-
instance, in every workshop, upon showing a technique for a nique dependency should not be synonymous with unreliabil-
specific examination, many participants would offer a differ- ity. The ever-shorter time spent per patient that is currently
ent method with variations that were often subtle but some- forced upon physicians by the health care system tends to
times shockingly remarkable. The authors did not reject those abbreviate the PE to only the painful parts. One of the authors
656 Clin Rheumatol (2020) 39:651–657

Fig. 3 a The traditional method called for a dorsal approach, piercing that required the needle to be placed between the adjacent toes of the
through the intermetatarsal ligament, which lies plantar in the space involved while having them spread using the non-dominant hand
intermetatarsal space. Reproduced from Bossley CJ and Cairney PC, J and aiming the needle to the neuroma, if palpable
Bone Joint Surg B 1980, with permission of the publisher. b An approach
Clin Rheumatol (2020) 39:651–657 657

(JJC), attempting to achieve at least internal consistency, ex- E, Mayer M, Duarte Marques CC, da Silva JA, Cutolo M (2011)
Rheumatology education in Europe: results of a survey of young
amines all patients summarily in the same fashion, leaving the
rheumatologists. Clin Exp Rheumatol 29:843–845
painful part(s) to last. The yield of an expanded PE may be 10. Blake T, Marais D, Hassell AB, Stevenson K, Paskins Z (2017)
significant. The impact of this system on clinical outcomes Getting back to the dissecting room: an evaluation of an innovative
remains unknown. However, MSK and other comorbidities course in musculoskeletal anatomy for UK-based rheumatology
are often found that help diagnosis. As an example, among training. Musculoskeletal Care 15:405–412
11. Navarro-Zarza JE, Hernández-Díaz C, Saavedra MA, Alvarez-
1223 women who did not have a breast examination in the Nemegyei J, Kalish RA, Canoso JJ, Villaseñor-Ovies P (2014)
past year or could have a paraneoplastic syndrome seen in a Preworkshop knowledge of musculoskeletal anatomy of rheuma-
private rheumatology office, seven cases of breast cancer were tology fellows and rheumatologists of seven North, Central, and
found by breast palpation [26] and three additional cases were South American countries. Arthritis Care Res (Hoboken) 66:270–
276
found in the past 9 years. Initiatives like the Stanford 25 and
12. Torralba KD, Villaseñor-Ovies P, Evelyn CM, Koolaee RM, Kalish
the Society of Bedside Medicine foster and promote PE tech- RA (2015) Teaching of clinical anatomy in rheumatology: a review
nique education and evaluation are firm steps toward of methodologies. Clin Rheumatol 34:1157–1163
standardization. 13. Kalish RA, Canoso JJ (2012) Development of the seminar.
Reumatol Clin 8(Suppl 2):10–12
14. Michael J (2006) Where’s the evidence that active learning works?
Adv Physiol Educ 30:159–167
Conclusion 15. Taylor DCM, Hamdy H (2013) Adult learning theories: implica-
tions for learning and teaching in medical education: AMEE guide
There is a major gap between the anatomy being taught no. 83. Med Teacher 35(11):e1561–e1572
in anatomy departments and the anatomy that is useful 16. Saavedra MÁ, Navarro-Zarza JE, Alvarez-Nemegyei J, Canoso JJ,
Kalish RA, Villaseñor-Ovies P, Hernández-Díaz C (2015) Self-
to the clinician. Efforts are being made to increase the assessed efficacy of a clinical musculoskeletal anatomy workshop:
clinical relevance of the anatomy courses, and the sem- a preliminary survey. Reumatol Clin 11:224–226
inars herein described could go a long way toward that 17. Saavedra MA, Villaseñor-Ovies P, Harfush LA, Navarro-Zarza JE,
desirable goal. Canoso JJ, Cruz-Domínguez P, Vargas A, Hernández-Díaz C,
Chiapas-Gasca K, Camacho-Galindo J, Alvarez-Nemegyei J,
Kalish RA (2016) Educational impact of a clinical anatomy work-
Compliance with ethical standards shop on 1st-year orthopedic and rheumatology fellows in Mexico
City. Clin Rheumatol 35:1299–1306
Disclosures None. 18. Canoso JJ (2011) Clinical anatomy: a basic discipline for the rheu-
matologist [Spanish]. Reumatol Clin 7:215–216
19. Villaseñor-Ovies P, Navarro-Zarza JE, Saavedra MÁ, Hernández-
Díaz C, Canoso JJ, Biundo JJ, Kalish RA, de Toro Santos FJ,
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