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Principles for clinical examination

Core principles and a systematic approach to performing a safe, structured examination of the musculoskeletal system.

Seven principles for clinical examination

These principles form the basis for all contact with the patient — both before, during, and after the physical examination.

  1. Show consideration for the patient's well-being

  2. Explain what will happen and why

  3. Ensure the patient's participation

  4. Show care during painful or embarrassing procedures

  5. Pick up on verbal and non-verbal cues from the patient

  6. Check your own interpretations of these with the patient

  7. Show understanding, insight, and helpfulness

General principles for the examination

  • The patient should undress, keeping their bra and underwear on.

  • Always ask if it is okay for the patient to be unclothed.

  • Find good solutions for a safe examination situation.

  • Be attentive to the patient's facial expressions and whether your examination triggers severe pain.

  • Inform about what you are doing along the way and what feedback you expect from the patient regarding your examination.

A systematic approach is half the examination

Follow these three steps to perform a structured examination.

1
Observation

Start with observation.

Always start by observing the patient's spontaneous movements and note posture, muscle tension, and respiration.

Spontaneous movements Body posture Muscle tension Respiration
2
Functional examination

For each joint

First do inspection, then functional examination with active movement, passive movement, and isometric movement. Note the range of motion, and whether you find weakness.

Inspection Active movement Passive movement Isometric movement Range of motion Weakness
3
Palpation

Palpation in two steps

Palpation is performed in two stages during the examination:

Stage A – During the examination

Form an opinion on whether you find joint swelling and/or warmth over the relevant joint upon palpation.

Stage B – After the examination

Assess the consistency and tensions in the muscles. Locate any trigger points, and see if you can provoke the spreading of pain.

Key points

Central principles, anatomy, and concepts behind the functional examination – open each section to read more.

  • Learning the functional examination

    Objective

    • Perform a rational clinical examination
    • Formulate tentative musculoskeletal diagnoses
    • Understand the treatment options available in general practice
    • Understand which conditions need to be referred to specialist healthcare services

    Indicators of achievement

    • Use the medical history to formulate a testable clinical question
    • Be able to conduct a relevant clinical examination in 10 minutes
    • Be able to make tentative diagnoses based on medical history and findings from clinical examination
    • Suggest appropriate treatment measures in general practice
    • Suggest relevant further investigations
    • Know when and which patients should be referred to specialist healthcare services

    Practical exercises

    • Be able to carry out functional examination with standard tests
      • Inspection
      • Active movements
      • Passive movements
      • Isometric movements
      • Palpation
    • Be able to carry out functional examination with special tests
  • Choice of tests during functional examination

    Issues

    • Which tests should you choose?
    • Why should you choose them?
    • How should you interpret them?

    Challenges

    • Which musculoskeletal diagnoses is it possible to make in general practice?
    • How is it possible, with the help of a clinical examination, to arrive at one or more tentative diagnoses?

    What are we looking for?

    • Clinical findings that are recognisable and characteristic of a specific musculoskeletal disorder
    • Based on history and the conducted clinical examination, try to find a clinical pattern that "as best as possible" can describe the patient's condition
    • Which tests are positive and which tests are negative, and based on an overall assessment, draw a conclusion about which diagnosis is "most likely" in the individual case

    What do we need to know about the patient?

    • Which typical complaints occur in the different age groups
    • Prevalence of pain in various parts of the musculoskeletal system
    • Whether there is a history of trauma in the medical history
    • Whether the pain is load-induced
    • Whether there is suspicion of neurological deficits
    • Whether there is suspicion of rheumatologic disease
    • Whether there is suspicion of an infectious condition

    The standard examination consists of five tests

    Inspection
    swelling, deformity, axes, curves, symmetry
    Active movements
    will and ability to move the painful area, observes range of motion
    Passive movements
    stresses non-contractile tissue (joint capsule, ligaments, nerves, bursa), records maximum range of motion and end-feel
    Isometric movements
    stresses contractile tissue (muscles, tendons), gets an idea of strength performance and pain
    Palpation
    consistency and tension in muscles, trigger points in muscles, joint swelling, heat

    From standard examination to special test

    The medical history provides a working hypothesis, a testable problem statement.

    Standard examination

    • Inspection
    • Active movements
    • Passive movements
    • Isometric movements
    • Palpation
    • Provides a recognizable clinical picture/pattern
    • Provides the possibility to set up tentative diagnoses sorted by likelihood of a condition
    • Identifies treatment options available in general practice

    Special tests

    • Specific tests
    • Strengthens or weakens the likelihood of a tentative diagnosis
    • Forms a decision basis for further investigation, for example imaging diagnostics
    • Forms a decision basis for further treatment, for example surgery

    Risk of misdiagnosis

    • When using special tests for which there is no indication (low prevalence of the condition in the population)
    • When using special tests in the wrong population (for example in general practice instead of at an orthopedic outpatient clinic)
    • When using tests for which there is no indication, and when the test is used in the wrong population, the risk of false positive tests increases, which can lead to overdiagnosis, over-investigation, and overtreatment

    Overdiagnosis, over-investigation, overtreatment

    Overdiagnosis

    • The doctor uses unnecessary clinical tests
    • The doctor has an unclear clinical issue after taking the medical history
    • The doctor uses clinical tests that are not validated for use in general practice

    Over-investigation

    • Unnecessary blood tests, X-rays, and referrals to specialists
    • May be due to uncertainty about which conditions can be treated in general practice
    • May be due to uncertainty regarding diagnosis, what is disease?

    Over-treatment

    • Treatment that does not have documented effect
    • Treatment following pressure from the patient/patient associations
    • Implementation of more complicated treatment than necessary, problems that can be solved in primary healthcare are treated in hospitals

    Maher, C.G., O'Keeffe, M., Buchbinder, R. and Harris, I.A. (2019), Musculoskeletal healthcare: Have we over-egged the pudding?. Int J Rheum Dis, 22: 1957–1960. doi: 10.1111/1756-185X.13710

  • Examination of passive joint movement

    Examination of passive joint mobility

    • Is there a reduced range of motion in the joint?
    • How is the end-feel in the range of motion?
    • Is there a capsular movement pattern?
    • Is there a non-capsular movement pattern?

    Normal end-feel

    • Stretch in joint capsule (e.g., end point hip rotation)
    • Soft tissue against soft tissue (e.g., end point elbow flexion)
    • Bone-to-bone (e.g. at the end of elbow extension)

    Pathological end-feel

    • Hard end-feel/stop feeling in osteoarthritis
    • Spastic end-feel (muscular spasm to limit range of motion) in capsulitis/arthritis
    • Springy end-feel in meniscus injury (the movement stops earlier than expected and there is a springy resistance to the movement because the meniscus blocks full range of motion)
    • Empty end-feel (the patient holds back) when there is unwillingness to move

    What is a capsular pattern of movement?

    • A capsular pattern of movement is defined as restricted passive motion in a joint that follows a specific pattern where some ranges of motion are more restricted than others
    • Caused by inflammation in the synovial membrane (arthritis) or in the joint capsule (capsulitis)
    • Each joint in the body has, based on experience, its specific capsular movement pattern, examples:
      • Shoulder: Most reduced external rotation, less for abduction, and least for internal rotation
      • Hip: Most reduced internal rotation, less for flexion and abduction, and least for extension
      • Knee: More reduced flexion than extension

    What is a non-capsular movement pattern?

    • Reduced range of motion in a joint as not The pain is due to arthritis or capsulitis
    • Possible causes may be:
      • Ligament injury
      • Meniscus injury
      • Bursitis
      • Muscle injury
    • Examples of non-capsular movement patterns:
      • Painful arc during active abduction of the shoulder
      • Reduced flexion or extension in the knee joint due to meniscus
  • Hypermobility in joints (Beighton score)

    Inspection

    Hyperextension of the knee

    Active movements

    • Flexion with palms on the floor
    • Elbow hyperextension

    Passive movements

    • Thumb hyperextension
    • Little finger hyperextension

    Beighton score

    • Thumb hyperextension 2 points
    • Little finger hyperextension 2 points
    • Elbow hyperextension 2 points
    • Knee hyperextension 2 points
    • Back flexion with palms on the floor 1 point
    • Maximum 9 points
    • Hypermobility when ≥ 5 points in adults and ≥ 6 points in children

    Hypermobility

    • Are hypermobile joints the cause of the patient's complaints?
      • Active and passive movement of a hypermobile joint must trigger pain that the patient recognizes as their problem
      • The patient must have had arthralgia in more than 3 joints for more than three months
    • If hypermobility causing symptoms is detected, joint instability may be present

    Høiseth TCJ. Beighton score. Published: March 30, 2020. Tidsskr Nor Legeforen. doi: 10.4045/tidsskr.19.0487

    Grahame R, Bird HA, Child A. The revised (Brighton 1998) criteria for the diagnosis of benign joint hypermobility syndrome (BJHS). J Rheumatol. 2000 Jul;27(7):1777-9. PMID: 10914867.

  • Capsular patterns – clinical significance and diagnostic interpretation

    Introduction

    Capsular patterns are a classic clinical concept in the examination of synovial joints, but are nowadays rarely mentioned explicitly in modern literature. The phenomenon was systematized by James Cyriax and describes how joints with intra-articular pathology develop a characteristic and relatively predictable loss of passive mobility in certain directions. This loss of movement does not occur randomly, but follows a pattern that reflects the anatomy of the capsule, fiber orientation, and the mechanical loads that occur during different movements (1).

    For the inexperienced clinician, the concept can be difficult to understand at first encounter. Movement restrictions are affected not only by structural conditions in the joint, but also by pain, muscular protection, and the patient's own movement strategy. In addition, capsular patterns are rarely complete in early stages of disease, and in more advanced cases the pattern can become difficult to identify because multiple movements gradually become globally reduced. Despite this, the concept provides a valuable framework for structuring clinical observations and helping to differentiate between intra-articular and extra-articular pathology.

    Even though the concept of 'capsular pattern' is rarely used in newer studies, the same clinical observations are still described in practice. This is particularly evident in conditions such as adhesive capsulitis of the shoulder, where characteristic movement restrictions are a central part of the diagnosis (2). It can therefore be argued that it is not the phenomenon that has lost relevance, but rather the terminology and the way it is referred to.

    Clinical understanding and application

    A capsular pattern implies that several passive movements in a joint are reduced in a specific relationship to each other. It is precisely this relationship that is diagnostically interesting, not the degree of limitation in each individual movement in isolation. Each synovial joint has its characteristic pattern, and identifying this can help to locate the pathology to the joint itself and strengthen the suspicion of intra-articular involvement (1–3).

    In clinical practice, this requires a systematic examination where all relevant movements are tested and compared. The assessment should include both range of motion, pain provocation, and end-feel. The end-feel provides important additional information. Normally, passive capsular movements are characterized by an elastic (slightly springy) end-feel. In capsular restriction, the resistance becomes gradually firmer and less yielding due to reduced capsular elasticity and increased stiffness of the joint capsule. In more pronounced joint involvement, the end-feel may appear hard. Mechanical blockages, muscular protection, or other extra-articular limitations, on the other hand, produce other characteristic end-feels (1–3).

    It is important to emphasize that a capsular pattern does not constitute a diagnosis in itself, but rather a clinical finding. The finding must always be interpreted in the light of the patient's medical history, other clinical findings, and any supplementary examinations. At the same time, identifying such a pattern can help structure the diagnostic process and reduce uncertainty in clinical reasoning.

    Capsular patterns in different joints

    Shoulder – glenohumeral joint

    The capsular pattern in the shoulder joint is characterized by the greatest reduction in external rotation, followed by abduction, and finally internal rotation (1–3). This pattern reflects how the capsular structures, particularly in the rotator interval and the anterosuperior capsule, are stretched during movement.

    Clinically, this pattern typically occurs in adhesive capsulitis. In the early phase, pain dominates, especially in end positions, and passive external rotation is often both the most painful and the earliest to be reduced. Gradually, more pronounced and persistent stiffness develops, where multiple movements are progressively limited and the pattern becomes clearer (4).

    The examination should include systematic testing of passive external rotation, abduction, and internal rotation in the glenohumeral joint, as well as assessment of end-feel. When evaluating mobility, it is important to distinguish between glenohumeral movement and total shoulder elevation. Pure glenohumeral abduction normally constitutes approximately 90°, while further elevation is achieved through an interplay between the glenohumeral joint and scapulothoracic motion. The glenohumeral joint normally has about 90° of abduction and 90–100° of external rotation. Internal rotation varies more between individuals and measurement methods, and comparison with the opposite side is therefore often more informative than absolute reference values.

    During passive abduction, the examiner can palpate the inferior angle of the scapula to assess the timing of scapular movement. Early scapular rotation before the expected glenohumeral range can be a useful clinical sign of reduced glenohumeral mobility and help to identify an early capsular pattern. Comparison with the opposite shoulder will often make such side differences easier to detect.

    Functional tests, such as Apley's scratch test (the test provides a general assessment of shoulder flexibility and function by having the patient try to bring one hand behind the head and down along the back while simultaneously bringing the other hand up behind the back and attempting to touch or meet the hands behind the back), can illustrate how movement restrictions affect daily activities, but have limited value in assessing capsular patterns. At the same time, it is important to assess scapulohumeral rhythm, as compensatory movements often occur with reduced glenohumeral mobility. This becomes particularly evident during elevation above shoulder height, where the arm is gradually brought into flexion or the scapular plane. instead of maintaining pure abduction. Increased scapular co-movement can then mask the degree of glenohumeral movement restriction and contribute to the underestimation of capsular restrictions.

    Glenohumeral osteoarthritis and inflammatory arthritis can also cause similar movement restrictions. In osteoarthritis, high age, previous trauma, gradually developed stiffness, and a firmer end-feel may strengthen the suspicion. Inflammatory arthritis is often characterized by involvement of multiple joints, pronounced morning stiffness, and other signs of systemic inflammation.

    Elbow – articulatio cubiti

    In the elbow joint, the capsular pattern is characterized by reduced flexion and extension, with flexion usually being the most limited (1–3). Pronation and supination are often relatively preserved in early stages, which can be a useful diagnostic feature.

    On examination, flexion is often the movement that is limited first. With capsular restriction, the normal elastic end-feel gradually becomes firmer and less yielding, and eventually, extension may also be affected.

    An acutely developed capsular movement pattern after elbow trauma should raise strong suspicion of intra-articular injury with hemarthrosis. In clinical practice, this is often caused by an intra-articular fracture, particularly of the radial head or olecranon, rather than an isolated post-traumatic synovitis. If the restriction of movement is accompanied by pain with passive pronation and supination, a fracture of the radial head should be suspected (5)

    In lateral epicondylalgia, pain is typically provoked by active and isometric loading of the forearm extensor muscles. Passive elbow extension may be painful and secondarily slightly limited due to stretching of affected tissue. This contrasts with the capsular pattern in the elbow, where flexion is usually the most prominently restricted movement.

    Wrist – articulatio radiocarpalis

    In the wrist, the capsular pattern is described as an approximately equal reduction in flexion and extension. In clinical practice, this pattern can be more difficult to identify than in larger joints, as the range of motion is easily affected by pain, swelling, synovitis, and muscular protection (1-3).

    The examination consists of careful assessment of passive flexion and extension, supplemented with radial and ulnar deviation. End-position sensation and pain reaction provide important information about whether the restriction has a capsular character.

    In the event of acute injury, especially after a fall on an outstretched hand, it is crucial to assess for scaphoid fracture, which may be present even with normal initial X-rays (6). In inflammatory conditions, such as rheumatoid arthritis, a more distinct capsular pattern may develop due to synovial involvement.

    Differential diagnosis should also consider ligament injuries and TFCC injuries (a TFCC injury is an injury to the triangular fibrocartilage complex, which is a complex of ligaments and fibrocartilage between the ulna, radius, and the ulnar carpal bones, functioning as a stabilizer of the distal radioulnar joint and the ulnar side of the wrist). While ligament injuries often cause pain during specific loads or extreme positions without a characteristic capsular pattern, TFCC injuries can involve the distal radioulnar joint and, in some cases, produce a capsular movement pattern in the distal radioulnar joint, which is a synovial pivot joint between the head of the ulna and the ulnar notch of the radius, that enables pronation and supination in the forearm.

    Hip – articulatio coxae

    The hip joint has a clearly defined capsular pattern, where internal rotation is most restricted, followed by flexion and abduction (2,7–9). This pattern is of particular clinical significance, as reduced internal rotation is often an early sign of hip osteoarthritis.

    The examination should therefore always include careful assessment of passive internal rotation, preferably compared with the opposite side. Reduced internal rotation is often the earliest clinical sign of intra-articular hip involvement. Provocation tests such as FADIR (a provocation test in which the hip is brought into flexion, adduction, and internal rotation to reproduce pain in intra-articular hip pathology, particularly femoroacetabular impingement, so-called FAI) and FABER (a provocation test in which the hip is brought into flexion, abduction, and external rotation (figure-4 position) to uncover pain or dysfunction in the hip joint or sacroiliac joint) may be used as a supplement in suspected intra-articular pathology, but contribute in limited extent to the assessment of the capsular pattern.

    The patient will often report pain localized to the groin, combined with a sensation of stiffness. In the early stages, reduced internal rotation is often the most prominent finding. As the capsular involvement or osteoarthritis progresses, flexion, abduction, and extension are also affected, making the classic capsular pattern easier to identify clinically. In advanced osteoarthritis, the movement pattern may deviate from the classic capsular pattern due to pronounced degenerative changes and loss of rotational movements.

    Differential diagnosis requires distinguishing between intra-articular causes, such as osteoarthritis and labral injuries, and extra-articular conditions such as tendinopathies or referred pain from the lumbar spine. In children and adolescents, it is particularly important to be aware of conditions such as Legg-Calvé-Perthes disease, epiphysiolysis, and septic arthritis (10,11).

    Knee – articulatio genus

    In the knee joint, the capsular pattern consists of greater reduction in flexion than in extension (1–3). Reduced flexion is often the first sign of intra-articular involvement before extension is also affected in more pronounced involvement.

    The examination should include a systematic assessment of passive flexion and extension, supplemented with tests such as McMurray and Apley's test to assess meniscal pathology. In case of suspected ligament injury, the Lachman test should be included.

    A capsular pattern can occur in conditions such as osteoarthritis and synovitis, but it must be distinguished from mechanical obstructions such as meniscal injuries or loose bodies. These often cause a non-capsular pattern in which particular movements are selectively restricted. A classic example is a displaced bucket-handle meniscal tear. This is a longitudinal tear in which the central part of the meniscus detaches and moves into the joint, often into the intercondylar notch, where it can mechanically lock the knee. It often causes a marked loss of extension due to mechanical blockage, while flexion is relatively better preserved. This differs from the more proportional restriction of movement seen with capsular involvement.

    Ankle – articulatio talocruralis

    The capsular pattern in the ankle joint is classically described as greater restriction in plantarflexion than in dorsiflexion (1–3). In clinical practice, however, this is variable, and reduced dorsiflexion is often the most prominent finding.

    The examination should include assessment of both plantar flexion and dorsiflexion, as well as comparison with the opposite side. Weight-bearing and non-weight-bearing assessment of dorsiflexion can provide important additional information. The Silfverskiöld test (a clinical test where passive dorsiflexion in the ankle joint is measured with the knee extended and flexed, respectively, to determine whether the movement restriction is due to a contracture in the gastrocnemius muscle, which causes reduced dorsiflexion only when the knee is extended because the muscle crosses both the knee and ankle, or a contracture in the soleus/Achilles tendon complex, which causes reduced dorsiflexion with both flexed and extended knee) can be useful for identifying muscular causes. to reduced mobility, but cannot alone determine whether the limitation is due to capsular or other intra-articular pathology.

    Differential diagnostics must therefore particularly distinguish between capsular involvement and muscular limitations, as well as take previous ligament injuries into account. In case of persistent pain and stiffness, osteochondral lesions of the talus should also be considered (13).

    References

    1. Cyriax JH, Cyriax PJ. Illustrated Manual of Orthopaedic Medicine. 2nd ed. Oxford: Butterworth-Heinemann; 1983.
    2. Lee BC, Kim BS, Lee BJ, et al. Clinical Practice Guidelines for Diagnosis and Non-Surgical Treatment of Primary Frozen Shoulder. Ann Rehabil Med. 2025;49(3):113–138.
    3. Petty NJ, Moore AP. Neuromusculoskeletal Examination and Assessment. 5th ed. Edinburgh: Elsevier; 2018.
    4. Kelley MJ, Shaffer MA, Kuhn JE, et al. Shoulder pain and mobility deficits: adhesive capsulitis. J Orthop Sports Phys Ther. 2013;43(5):A1–A31.
    5. Morrey BF. The Elbow and Its Disorders. 4th ed. Philadelphia: Saunders Elsevier; 2009.
    6. Buijze GA, Ochtman L, Ring D. Management of scaphoid nonunion. J Hand Surg Am. 2012;37(5):1095–1100.
    7. Birrell F, Croft P, Cooper C, et al. Predicting radiographic hip osteoarthritis from range of movement. Rheumatology. 2001;40(5):506–512.
    8. Neumann DA. Kinesiology of the Musculoskeletal System. 3rd ed. St. Louis: Elsevier; 2017.
    9. Hand GC, Athanasou NA, Matthews T, Carr AJ. The pathology of frozen shoulder. J Bone Joint Surg Br. 2007;89(7):928–932.
    10. Loder RT, Skopelja EN. Epidemiology of Legg-Calvé-Perthes disease. ISRN Orthop. 2011;2011:504393.
    11. Mathews CJ, Weston VC, Jones A, et al. Bacterial septic arthritis. Lancet. 2010;375(9717):846–855.
    12. Felson DT. Osteoarthritis of the knee. N Engl J Med. 2006;354(8):841–848.
    13. Verhagen RA, Struijs PA, Bossuyt PM, et al. Diagnostic strategies in osteochondral lesions of the talus. J Bone Joint Surg Am. 2003;85(4):657–664.
  • Sensory examination

    Brodal, Per. The Central Nervous System, 5th ed. Oslo: Universitetsforlaget, 2013. ISBN 978-82-15-02112-6

    Procedure sensory examination

    • Explain to the patient carefully the purpose and objective of the examination
    • Make sure the patient understands the purpose
    • First demonstrate how a prick and light touch feel on an area with expected normal response
    • Ask the patient to close their eyes or prevent the patient from seeing the skin area you are examining
    • Compare responses from the affected and healthy side
    • Examine superficial sensation with light touch, prick, and possibly with cold metal
    • Examine deep sensation with joint and vibration sense
    • Be aware that the findings are the patient’s subjective reports with the sources of error that implies
    • Determine if there is sensory loss – assess whether it represents a dermatome, a peripheral nerve's innervation area, or if it is stocking-/glove-shaped
    • Key points for screening in dermatomes follow recommendations from ASIA (International Standards for the Classification of Spinal Cord Injury)

    Grading of sensory loss

    • 0 = Absent
    • 1 = Altered (reduced or increased)
    • 2 = Normal

    Interpretation of sensory loss

    • Injury of the lateral cord pathway: Loss of pain and temperature sensation on the contralateral side. Can be caused by trauma, compression, inflammation, MS, neuropathy.
    • Injury of the posterior cord pathway: Loss of joint and vibration sense on the same side, or opposite side if the injury is above the crossover. Classic complaints: unsteadiness, ataxia, clumsiness. Causes: trauma, compression, MS, vitamin B12 deficiency, among others.
    • Mononeuropathy: Loss of multiple modalities in a single peripheral nerve distribution. Causes: compression, diabetes mellitus, inflammatory processes.
    • Polyneuropathy: Loss of several modalities in multiple peripheral nerves – typically glove-/sock-shaped deficit. Diabetes is the most common cause.
    • Radiculopathy: Loss of several modalities in one or more dermatomes due to compression near the root. Common with herniated discs in the neck and lower back.

    Test for pain

    • Use a neurotip; goal: to elicit a sharp, mild painful sensation
    • Test first on the normal side – set this as 100%
    • Then examine the symptomatic side
    • Ask the patient to indicate experience of pain
    • Significant loss: the patient indicates only 5–25% compared to the normal side

    Test for temperature

    • Adequate response to pain testing makes separate temperature testing unnecessary
    • Cold response: approx. 5–10 ˚C; warm response: approx. 40–45 ˚C
    • In general neurological examination, it is sufficient to indicate whether the patient can distinguish between cold and warm

    Test for proprioception

    • Includes movement, position, vibration, and pressure
    • Test with eyes closed; hold on the side of the joint
    • Test passive movement in the MTP joint of the big toe and DIP joint of the finger – ask the patient to indicate direction and range of motion
    • The patient will notice 1 mm movement in the big toe; micromovements are registered in the DIP joint
    • Loss of deep sensation → sensory ataxia. Additional test: Romberg's test

    Romberg's test

    • Useful in ataxia/coordination problems (Parkinson's, B12 deficiency, Ménière's, tertiary syphilis)
    • The patient should first stand steadily with feet together and eyes open
    • Close your eyes for 30 seconds – loses balance ⇒ positive test
    • Positive test suggests sensory ataxia (cf. tabes dorsalis)

    Test for vibration sense

    • Use tuning fork 128 Hz
    • Start on assumed normal area to calibrate the patient
    • Then place on the IP joint of the big toe on the symptomatic leg
    • When the patient does not feel vibration: move more proximally (e.g., medial malleolus)
    • Record how long the patient senses vibration at the most proximal point
    • Tactile loss is seen in demyelinating disease (e.g., MS)
    • Distal loss with preserved proximal sensation may indicate polyneuropathy

    Test for two-point discrimination

    • Ensure that the patient understands the task – start with a large distance
    • Hold still for a few seconds before the patient gives a response
    • The two-point threshold is the smallest distance between two point stimuli that can be distinguished without sight
    • Normal distances: fingertips 2–4 mm, palm 8–12 mm, back of hand 20–30 mm, dorsum of foot 30–40 mm
    • Loss without other deficits may indicate damage to the parietal lobe
  • Skin sensitivity that deviates from normal – neuropathic pain

    Sensitization

    Increased sensitivity to pain in the tissue

    • In case of tissue damage, the nociceptors become hypersensitive
    • We get an increased flow of impulses into the spinal cord
    • Non-pain-conducting neurons are affected – light touch is perceived as painful
    • Inactive neurons become sensitive to mechanical and thermal stimuli

    Increased sensitivity to pain in the brain

    • Increased activity in nociceptors leads to increased release of neurotransmitters in the spinal cord
    • We get faster transmission of pain impulses to the brain
    • Nerve cells respond to normal stimulation as if it is painful
    • Gradually we get a stronger response – the brain perceives it as pain

    S-LANSS (Self-completed Leeds Assessment of Neuropathic Symptoms and Signs)

    • Validated form to identify neuropathic pain
    • Maximum score is 24
    • Score > 12: probable neuropathic pain

    Bennett MI, Smith BH, Torrance N, Potter J. The S-LANSS score for identifying pain of predominantly neuropathic origin: validation for use in clinical and postal research. J Pain. 2005 Mar;6(3):149-58. doi: 10.1016/j.jpain.2004.11.007. PMID: 15772908

    Neuropathic pain

    Neuropathic pain is defined by IASP (International Association for the Study of Pain) as "pain arising as a direct consequence of a lesion or disease affecting the somatosensory system."

    Dysfunction of nerve fibers (e.g., diabetic neuropathy)

    • The impulses reaching the brain do not correspond with what is happening in the tissue
    • The most common symptoms are burning, stabbing, tingling, itching, numbness, crawling sensations, heat or cold (paresthesia)
    • The pain feels burning, aching, tingling, or like electric shocks. Can be triggered by normally painless stimuli (allodynia).

    Damage to the nerve fibers (e.g., nerve compression)

    • The nerve fiber sends spontaneous impulses without stimulation – the brain perceives them as pain
    • Sensory changes in the innervation area of the affected nerve
    • Altered skin sensitivity to small temperature changes (allodynia) and increased pain sensitivity (hyperalgesia)

    Kjersti Nøkleby, Tore Julsrud Berg. Diabetic neuropathy – a clinical overview. Tidsskr Nor Lægeforen 2005;125:1646-9

    Concepts

    Paresthesia
    Skin sensation not caused by external stimuli – burning, stabbing, tingling, itching, numbness, crawling sensations, heat or cold. Intensity is rated on a VAS scale (0–10) and extent is described.
    Allodynia
    Pain caused by a stimulus that normally does not hurt. The threshold for experiencing pain is lowered; Even light touch or small changes in temperature can trigger intense and long-lasting (often burning) pain. Examine with a cotton ball and light mechanical pressure – register whether the pain spreads to a "healthy" nearby area of skin.
    Dysesthesia
    Changes in the skin sensation, e.g. light touch or needle sticks are perceived as an unpleasant, burning sensation. Intensity is graded on the VAS scale (0–10), distribution is described.
    Hyperalgesia
    Increased and abnormal pain sensation even with normal pain stimuli. Light pain stimulation can become very painful. Examined with neurotip – record whether a normal prick (but not painful) stimulus triggers pain and whether the pain spreads to a "healthy" zone.
  • Strength examination

    Brodal, Per. The Central Nervous System, 5th ed. Oslo: Universitetsforlaget, 2013. ISBN 978-82-15-02112-6

    Assessment of musculature

    Fasciculation
    Visible irregular muscle twitches – spontaneous activity in motor units. Seen in atrophied muscles in lower motor neuron syndromes.
    Tremor
    Involuntary movements that vary in amplitude and frequency. Seen in hyperthyroidism, Parkinson's, high alcohol/coffee consumption, side effects of medications (e.g., Ventoline, Bricanyl).
    Tone
    Examined by passive movement of the elbow, wrist, knee, and ankle. Hypotonia + atrophy + weakness + absent reflexes = lower motor neuron syndrome. Hypertonia can be spasticity (rapid movement, upper motor neuron syndrome) or rigidity (slow movement – lead-pipe or cogwheel rigidity, seen in Parkinson's).

    Different types of muscle work

    Concentric muscle work
    The muscle develops force and contracts – becomes shorter. Contributes to joint movement.
    Eccentric (dynamic) muscle work
    The muscle lengthens – releases force to counteract opposing forces (like a brake). Example: slowing down a barbell down → the biceps muscle develops force while being stretched.
    Isometric (static) muscle work
    The muscle contracts without length change and without creating movement. Stabilizes a joint/body part or holds a joint in a specific position.

    Procedure for strength examination

    • Check for reduced strength and pain
    • Test isometric muscle strength: stabilize the joint in a neutral position – no simultaneous joint movement. Ask the patient to exert force against the resistance from the examiner.
    • Interpretation:
      • Strong and painless: No pathology in the muscle–tendon complex
      • Strong and painful: Minor injury in the muscle–tendon complex (muscle strain, tendon inflammation)
      • Weak and painless: Complete rupture, or pathology in nerve supply
      • Weak and painful: Possible serious injury (e.g., fracture)

    Grading of muscle strength

    • 5 = Normal strength
    • 4 = Good strength (movement against resistance; 4− = 25%, 4 = 50%, 4+ = 75% of normal)
    • 3 = Fair strength (movement against gravity, no resistance)
    • 2 = Poor strength (movement when gravity is removed)
    • 1 = Trace strength (no movement, but visible/palpable contractions)
    • 0 = Zero strength (paralysis)

    Avers D, Brown M. Daniels and Worthingham's Muscle Testing. Techniques of Manual Examination and Performance Testing. 10th edition, Elsevier 2019

    Explanation of scoring

    5 (Normal strength)
    The patient resists, the examiner is unable to break the resistance
    4 (Good strength)
    The patient is unable to resist the examiner's force – indicates up to 50% decreased motor innervation
    3 (Fair strength)
    Movement against gravity and maybe very slight resistance; at least 60–70% weakness
    2 (Poor strength)
    Movement in the horizontal plane without resistance, but not against gravity
    1 (Slight contraction)
    Observable contractions, not strong enough for movement
    0 (No strength)
    No observable or palpable contraction

    Testing of key musculature ("prime movers")

    • Used to diagnose muscle weakness due to nerve root involvement in the neck and lower back
    • Along with sensation and reflexes, it provides a basis for determining which nerve root is most likely affected by a herniated disc or compression in a narrow root canal

    American Spinal Injury Association (ASIA): International Standards for the Classification of Spinal Cord Injury

  • Reflex examination

    Brodal, Per. The Central Nervous System, 5th ed. Oslo: Universitetsforlaget, 2013. ISBN 978-82-15-02112-6

    Procedure for reflex examination

    • Stretch reflexes are triggered from muscle and tendon structures and result in contraction of the associated muscle
    • The muscle is gently stretched, then a firm strike is delivered to the tendon with the reflex hammer. Strike 4–6 times to see if the response stabilizes.
    • Absent/decreased reflex may be due to involvement in the reflex arc: afferent nerve, motor anterior horn cell, or efferent nerve

    Grading of reflex findings

    • 0 = absent
    • +1 = present
    • +2 = brisk
    • +3 = very brisk

    Jendrassik maneuver

    • If the reflexes are difficult to elicit: ask the patient to clench their teeth (upper extremity) or press their hands together (lower extremity)
    • Motor nerve pathways from the brain normally have an inhibitory effect on the deep tendon reflexes – the maneuver temporarily weakens this inhibition

    Reflexes in the upper extremity (deep tendon reflexes)

    Biceps (C5–C6)
    Locate the tendon with the index and middle fingers, stretch the tendon towards the patient's wrist, strike with a specific hit, and check for contraction
    Brachioradialis (C6)
    Tap just proximal to the radial styloid process and check for flexion and supination in the forearm
    Triceps (C7–C8)
    Patient lying down, forearm resting on the patient's abdomen with ~40° flexion at the elbow. Tap the tendon just proximal to the olecranon and observe contraction

    Reflexes in the lower limb (deep tendon reflexes)

    Patellar (L3–L4)
    Hip and knee joint in flexed position – hold the leg below the knee joint and observe contraction in the quadriceps
    Achilles (S1–S2)
    Palpate the Achilles tendon and tap – note plantar flexion in the ankle. Easiest with the patient in prone position, 90° knee flexion, hold the foot

    Plantar reflex (skin reflex)

    • Note if the big toe dorsiflexes – Babinski sign
    • Babinski sign indicates upper motor neuron injury

    Interpretation of reflex examination

    • Absence of a single reflex: Pathological if simultaneous muscle weakness or sensory loss – indicates peripheral nerve injury or nerve root damage. Without accompanying deficits, the finding is given less weight, but follow-up is recommended.
    • Absence bilaterally: Some healthy individuals have no tendon reflexes – not pathological if there is simultaneously no weakness, atrophy, or sensory loss.
    • Asymmetric reflexes: May be normal, but important in the diagnosis of hemiparesis and upper motor neuron lesions that give unilateral brisk reflexes.
  • Referred pain

    Brodal, Per. The Central Nervous System, 5th ed. Oslo: Universitetsforlaget, 2013. ISBN 978-82-15-02112-6

    Referred pain from n. sinuvertebralis

    Multisegmental nociceptive pain from:

    • Annulus fibrosus
    • Dura mater
    • Ligaments

    Light pressure, wear, and inflammation in these structures induce nociceptive signals and create referred pain mediated via the n. sinuvertebralis.

    Breemer MC, Malessy MJA, Notenboom RGE. Origin, branching pattern, foraminal and intraspinal distribution of the human lumbar sinuvertebral nerves. Spine J. 2022;22(3):472-482. doi: 10.1016/j.spinee.2021.10.021

    Peng B, Wu W, Li Z, Guo J, Wang X. Chemical radiculitis. Pain. 2007;127(1-2):11-6. doi: 10.1016/j.pain.2006.06.034

    N. sinuvertebralis – function

    • Arises from the ventral ramus
    • Returns to the spinal canal via the intervertebral foramen
    • Provides sensory innervation to the posterior part of the annulus fibrosus, posterior longitudinal ligament, the ligaments of the facet joints and atlantoaxial joints, periosteum of the vertebrae, and the anterior part of the dura mater
    • The sensory fibers overlap and extend up and down several segments (multisegmental innervation)
    • The nerve contains proprioceptive, nociceptive, and sympathetic fibers

    Groen GJ, Baljet B, Drukker J. The innervation of the spinal dura mater: anatomy and clinical implications. Acta Neurochir (Wien). 1988;92(1-4):39-46

    Shayota B, Wong TL, Fru D et al. A comprehensive review of the sinuvertebral nerve with clinical applications. Anat Cell Biol. 2019;52(2):128-133

    Convergence of nerve impulses – explanatory model

    • A neurogenic mechanism where information from multiple sources (nociceptive and non-nociceptive) is gathered in a second-order neuron that transmits to higher levels in the CNS
    • Creates an experience of pain located in skin areas of the neck/shoulder, upper extremity, or lower extremity

    Somatically referred pain – character

    • Feels deep, persistent, aching, and gnawing
    • Can also feel like expanding pressure
    • Difficult to define the extent, but the most painful point is easy to identify
    • The spread of pain follows the segmental innervation of the deep structures of the musculoskeletal system
    • It is not the structure that is damaged that determines the distribution, but the structure's nerve supply – any structure innervated from the same segment has the same distribution
    • The pain distribution provides an indication of the pain's likely segmental location; systematic clinical examination provides a more precise definition

    Bogduk N, Marsland A. The cervical zygapophysial joints as a source of neck pain. Spine. 1988;13(6):615

    Roselt D. (2013) Somatic Referred Pain. In: Gebhart GF, Schmidt RF (eds) Encyclopedia of Pain. Springer, Berlin. doi: 10.1007/978-3-642-28753-4_4062

    Bogduk N. On the definitions and physiology of back pain, referred pain, and radicular pain. Pain. 2009;147(1-3):17-9

  • Assessment of diagnostic tests

    What is a clinical test?

    • A clinical test is used to change the clinician's estimate of how likely it is that the patient has a specific disease
    • All clinical tests are evaluated against how well they correspond with a reference standard
    • The reference standard (e.g., MRI) is considered to be the closest one can get to the truth about whether a disease is present
    • The results are compared with the reference standard to determine how many patients are correctly diagnosed

    Sensitivity and specificity

    • Sensitivity = 100% × a / (a+c)
      • The test's ability to pick out those who actually have the disease
      • High sensitivity is important in diagnostics
      • A negative test with high sensitivity excludes the disease (SnNout)
    • Specificity = 100% × d / (b+d)
      • The test's ability to identify those who actually do not have the disease
      • High specificity is important in screening
      • A positive test with high specificity confirms the disease (SpPin)

    Predictive value

    • Positive predictive value (PPV) = 100% × a / (a+b) – the probability that a patient with a positive test has the disease
    • Negative predictive value (NPV) = 100% × d / (c+d) – the probability that a patient with a negative test does not have the disease

    Likelihood Ratio (LR)

    • Positive LR (positive test) = Sensitivity / (1 − Specificity). Value > 1 = more likely positive test in patients. Good indicator for "ruling-in" the diagnosis.
    • Negative LR (negative test) = (1 − Sensitivity) / Specificity. Value < 1 = less likely negative test in patients. Good indicator for "ruling-out" the diagnosis.

    Interpretation of Likelihood Ratios

    • Positive LR > 1 increases the probability that disease is present given a positive test
    • Negative LR < 1 lowers the probability that disease is present given a negative test
    • Good tests have LR+ > 10 and LR− < 0.1

    The professional's nomogram

    Pretest probability = the prevalence of the disease in the population, or when unknown: an overall assessment based on medical history, previous tests, and the doctor's experience. When posttest probability increases, the doctor becomes more certain that the disease is present and can start treatment (treatment threshold).

    Example: pretest prevalence 40%, test LR+ = 4 → probability of disease with a positive test increases to 70%.