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Surgery & Rehabilitation of the Hand: With Emphasis on Trauma Fess: Concurrent Session 16: Hand Assessment - Where Is the Evidence? © Sheraton Philadelphia Downtown Hotel Philadelphia, PA March 7-10, 2015 Page 1 of 20 Upper Extremity Clinical Assessment: Methods & Tools Elaine Ewing Fess, MS, OTR, FAOTA, CHT INTERVIEW Qualitative Assessment z “In an era of managed care that encourages shortened patient encounters, large group practices that limit a consistent primary care physician, and a reliance upon self-report inventories, it is easy to lose the essence of the doctor-patient relationship. Important information seems limited to that which can be entered into a database field. “ z “Fortunately, Dr. George L. Engel continues to remind us that it is the dyad of patient and physician that forms the substrate whereby meaningful data can be observed and obtained from a suffering individual. This special article emphasizes the importance of the medical interview not only as a human encounter but also as a rigorous instrument to better understand the patient and help explain the data that the patient presents. Subjective experiences such as sadness, grief, and fear are not soft signs but essential elements of a patient history. “ Qualitative Assessment z “Dr. Engel is an internist with psychoanalytic training whose impact upon consultation-liaison psychiatry has been immense. His seminal paper on the biopsychosocial model became an organizing principle for psychiatric education in medical settings. “ z “It is the challenge--yet the reward--of the physician to empathically make meaningful connections between the patient's life history and presenting problems to diagnose the difficulties with which the patient presents. This essay demonstrates the rigor involved in such a task.” z Thomas N. Wise, M.D., Editor-in-Chief (Psychosomatics 1997; 38:521-528) Engel, G. L. (1997). From biomedical to biopsychosocial. Being scientific in the human domain. Psychosomatics, 38(6), 521-528. Qualitative Assessment: z Trauma Story Assessment & Therapy (TSAT) – Narrative of Event(s) z Four Elements –Factual Accounting –Cultural Meaning –Revelations (“Looking Behind the Curtain”) –Storyteller-Listener Relationship Qualitative Assessment: z TSAT (continued) – Narrative of Event(s) z Self-Healing – What traumatic events have happened? – How are your body and mind repairing the injuries sustained from those events? –What have you done in your daily life to help yourself recover? –What justice do you require from society to support your personal healing?

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Sheraton Philadelphia Downtown HotelPhiladelphia, PA

March 7-10, 2015

Page 1 of 20

Upper Extremity Clinical Assessment:

Methods & Tools

Elaine Ewing Fess, MS, OTR, FAOTA, CHT

INTERVIEW

Qualitative Assessment“In an era of managed care that encourages shortened patient encounters, large group practices that limit a consistent primary care physician, and a reliance upon self-report inventories, it is easy to lose the essence of the doctor-patient relationship. Important information seems limited to that which can be entered into a database field. “

“Fortunately, Dr. George L. Engel continues to remind us that it is the dyad of patient and physician that forms the substrate whereby meaningful data can be observed and obtained from a suffering individual. This special article emphasizes the importance of the medical interview not only as a human encounter but also as a rigorous instrument to better understand the patient and help explain the data that the patient presents. Subjective experiences such as sadness, grief, and fear are not soft signs but essential elements of a patient history. “

Qualitative Assessment

“Dr. Engel is an internist with psychoanalytic training whose impact upon consultation-liaison psychiatry has been immense. His seminal paper on the biopsychosocial model became an organizing principle for psychiatric education in medical settings. “

“It is the challenge--yet the reward--of the physician to empathically make meaningful connections between the patient's life history and presenting problems to diagnose the difficulties with which the patient presents. This essay demonstrates the rigor involved in such a task.”

Thomas N. Wise, M.D., Editor-in-Chief (Psychosomatics 1997; 38:521-528)– Engel, G. L. (1997). From biomedical to biopsychosocial. Being scientific in the

human domain. Psychosomatics, 38(6), 521-528.

Qualitative Assessment:Trauma Story Assessment & Therapy (TSAT)– Narrative of Event(s)

Four Elements–Factual Accounting–Cultural Meaning–Revelations (“Looking Behind the

Curtain”)–Storyteller-Listener Relationship

Qualitative Assessment:TSAT (continued)

– Narrative of Event(s)Self-Healing

–What traumatic events have happened?–How are your body and mind repairing the

injuries sustained from those events?–What have you done in your daily life to

help yourself recover?–What justice do you require from society to

support your personal healing?

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CLINICAL EXAMINATION

Clinical ExaminationReferral & interview informationPostureSkin & subcutaneous tissueBoneJointMuscle & tendonNerveVascular statusFunction

Clinical Examination Tips: Hand

Wrist, forearm, elbow, and shoulder are not included in this brief review

See other scheduled workshops & panels

Clinical Examination Tips: Hand

Finger convergence

Clinical Examination Tips: Hand

Extrinsic vs. Intrinsic involvement

Clinical Examination Tips: Hand

Intrinsic muscle tightness

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Clinical Examination Tips: Hand

Intrinsic muscle loss

Clinical Examination Tips: Hand

Sensibility loss

Assessment Instruments

Identify baseline pathology

Predict rehabilitation potential

Compare subsequent measurements

Evaluate treatment techniques

Evaluate treatment programs

Assessment Instruments

Guide treatment priorities

Motivate patients and staff

Define total functional capacity

Allow professional communication

“Grow” the profession

INSTRUMENT REQUIREMENTS

Instrument Requirements

Reliability/repeatabilityPrimary:

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Instrument Requirements

ReliabilityStatistical proof of accuracy– Correlation coefficient

Range from +1.0 to -1.0

Jamar Dynamometer– +0.9994 minimum

Instrument Requirements

Reliability/repeatability

Validity

Primary:

ValidityStatistical proof that the test measures what it was designed to measure– Compared to known test with

established validity– Correlation coefficient

Range from +1.0 to -1.0Usually less than reliability

Instrument Requirements

Instrument Requirements

Reliability/repeatability

Validity

Statement of Purpose

Primary:

Instrument Requirements

Reliability/repeatability

Validity

Statement of Purpose

Equipment Criteria

Primary:

Instrument Requirements

Reliability/repeatability

Validity

Statement of Purpose

Equipment Criteria

Administration, Scoring & Interpretation Instructions

Primary:

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Instrument Requirements

Normative Data

Secondary:

Normative DataDivided into appropriate subcategories– Sex– Age– Handedness, etc.Appropriate number of subjects in each subcategory

Instrument Requirements

Instrument Requirements

Sensitivity

Tertiary Options:

SensitivityStatistical measure– Ability to accurately assess the

presence or absence of the target condition

– Negative test result rules out the diagnosis

– “SnNout”

Instrument Requirements

Portney & Watkins, 1993

Instrument Requirements

Sensitivity

Specificity

Tertiary Options:

SpecificityStatistical measure– Ability to obtain a negative result when

the condition is absent– Positive test result rules in the condition– “SpPin”

Instrument Requirements

Portney & Watkins, 1993

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Instrument Requirements

Range

Additional Considerations:

Instrument Requirements

Range

Scale

Additional Considerations:

Computerized Instruments

Must meet same measurement criteria

“Black box”More difficult to evaluate– Engineers– Computer programmers– Statisticians

IMPAIRMENT MEASURES

MASS / INFLAMMATION

Impairment Measures:

Mass

Volumeter

Tape measure

Truncated Surface Measurements

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MOTION

Impairment Measures:

ROMGoniometerDistal palmarcreaseAbove tabledistance

STRENGTH

Impairment Measures:

Impairment Measures:

StrengthPinchometer– MIE digital pinch

grip analyzer– Elongated “C”– Hydraulic

SENSIBILITY

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Sensibility Testing:

Sympathetic Response Tests

Detection

Discrimination

Quantification

Identification

Robert LaMotte, PhD,1980

Sensibility Testing:

Sympathetic Response Tests

Detection

Discrimination

Quantification

Identification

Robert LaMotte, PhD,1980

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Sensibility Testing:

Sympathetic Response Tests

Detection

Discrimination

Quantification

Identification

Robert LaMotte, PhD,1980

Impairment Measures:

References:

Bell-Krotoski & Buford, 1988, 1997

Bell-Krotoski & Tomancik, 1987

Bell-Krotoski, et al, 1995

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Semmes-Weinstein Monofilaments

Protocol– Normative studies by Weinstein and

Bell-Krotoski et al:1 positive response out of 3

Other response criteria invalid for use with these norms

Gelberman, et al(JBJS 65A, 1983)

100

80

60

40

20

10 20 30 40 50Time (minutes)

4.31(2.05F[gm])

4.17(1.48F[gm])

4.08(1.20F[gm])

3.84(0.693F[gm])

3.61(0.408F[gm])

3.22(0.166F[gm])

2.83(0.068F[gm])

2.44(0.0276F[gm])

S-Wmonofilaments

Amplitude

Paresthesias

Semmes-Weinstein Monofilaments

AMA Impairment Guide 2002

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Semmes-Weinstein Monofilaments

Sensibility Testing:

Sympathetic Response Tests

Detection

Discrimination

Quantification

Identification

Robert LaMotte, PhD,1980

Gelberman, et al(JBJS 65A, 1983)

18

16

12

8

4

10 20 30 40 50

Time (minutes)

3.84(0.693F[gm])

3.61(0.408F[gm])

3.22(0.166F[gm])

2.83(0.068F[gm])

2.44(0.0276F[gm])

S-Wmonofilaments

Two-pointdiscrimination

Paresthesias

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Sensibility Testing:

Sympathetic Response Tests

Detection

Discrimination

Quantification

Identification

Robert LaMotte, PhD,1980

PAIN

Impairment Measures:

Pain

Visual Analog Scale

Joint tenderness count

FUNCTION MEASURES

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Function Measures

Handedness– Instrument

Waterloo Handedness Questionnaire (WHQ)

PROBLEM: Multiple Versions

PubMed Search (Title or Abstract)

– Handedness 4865Waterloo Handedness Questionnaire (WHQ) 44

–Multiple Versions»5 – 64 Questions

–32 Question WHQ»Best Evidence

Five WHQ GroupsMean Differences: Dominant Minus Non-Dominant Grip Strengths

Handle Position 2

Mean GripDifference(Pounds)

WHQ Group

HNDL-2

-64 to -50n = 1

-45 to -23n = 7

-15 to +18n = 4

+21 to +45n = 48

+46 to +64n = 44

Always Left Always Right

Jamar & Waterloo Handedness Questionnaire

Function Measures:Dexterity, Coordination

Jebsen Hand Function TestMinnesota Rate of ManipulationPurdue PegboardCrawford Small PartsValparFlinn Performance Screening Test

Flinn Performance ScreeningTool (FPST):

Function Measures:Diagnosis Specific Dexterity, Coordination:

Rheumatoid ArthritisSequential Occupational Dexterity Assessment (SODA)Sollerman Test of Hand GripArthritis Hand Function TestGrip Ability TestKeitel Function TestJebsen Hand Function Test

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Function Measures:Diagnosis Specific Dexterity, Coordination:

StrokeWolf Motor Function Test– Reliability = +0.86 to +0.97– 15 functional tasks– Video demonstration:

http://www.youtube.com/watch?y=SIJk88Nd-ZM

Morris et al 2001

Function Measures:Diagnosis Specific Dexterity, Coordination:

StrokeUE Motor Activity Log-14– Validity +0.70 to +0.91– Reliability = +0.81(ic); +0.91 (t-rt)– Structured ADL interview

QOM Scale (Quality of Movement)AOU Scale (Amount of Use)

Uswatte et al 2005

PATIENT SATISFACTION

Patient Satisfaction Measures:

UE Disabilities of Arm, Shoulder, and Hand (DASH)

Michigan Hand Outcomes Questionnaire (MHQ)

Severity of Symptoms and Functional Status in Carpal Tunnel Syndrome questionnaire

PROBLEMS

Problems:

Poor Reliability

– No validity = No test

Poor Scoring or Interpretation

– No validity = No test

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Problems:

StrengthDynamometer– Grippit– Pneumatic devices

SphygmomanometersBulb dynamometers

Problems:

Sphygmomanometers:“Bags of different diameter and volume were seen to give statistically significantly different pressure readings when squeezed by the same subjects.”

Unsworth, et al

BTE Work Simulator

Problems:

Endurance

BTE Work Simulator

No intra- or inter-machine reliability

BTE Work Simulator:SPEEDTRAP II: BTE CONSOLE PRINT-OUTMEAN TORQUE FOR 50 DROP SERIES, 92%

BTE Work Simulator:SPEEDTRAP II: MEAN DROP TIME FOR

50 DROP SERIES, 92%

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Problems:SW Monofilaments

& CTS Questionnaire

Self-Administered Questionnaire for the Assessment of Severity of

Symptoms and Functional Status in Carpal Tunnel Syndrome

Levine, et al: JBJS 1993

© Material

The following includes current research being conducted by Fess, et al.

Do not disseminate

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Problems:

8 SW monofilaments– Range: 1.65 to 6.65

Count of filaments perceived– Not forces of filaments

Problems:

CTS study results:– Filament correlation

Symptom severity +0.17

Functional status: +0.24

Grip strength: +0.23

Pinch strength: +0.24

NCV: +0.33

Problems:

Filament force values not considered

Count – All filaments given equal value

Ranking – All filaments equidistant

Problems:

Functional tasks:– Selected by group of “experts”.

– Not selected via reliable and valid test.

Problems:

Skewed results– Failure to understand / use filament

force values– Failure to use reliable/valid test for

functional task selection– Flawed information– Flawed conclusions

Problems:

Influences – Patient treatment

– Future research

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References: Impairment, Function, Satisfaction

Summary– Fess, E. (2002). Documentation: essentials of an upper

extremity assessment battery. In E. Mackin, A. Callahan, T. Skirven, L. Schneider & A. L. Osterman (Eds.), Rehabilitation of the hand and upper extremity (5th ed., Vol. 1, pp. 263-284). Philadelphia: Mosby.

– Fess, E. (2011). Functional tests. In T. M. Skirven, A. L. Osterman, J. Fedorczyk & P. C. Amadio (Eds.), Rehabilitation of the hand and upper extremity (6th ed., Vol. 1, pp. 152-162). Philadelphia: Elsevier Mosby.

References: Impairment, Function, SatisfactionDetail

– Amadio, P. C. (1994). Outcomes research and the hand surgeon. J Hand Surg Am, 19(3), 351-352.

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– Amis, A., & Miller, J. (1983). The elbow. Clin Rheum Dis, 8, 571.

– Anderson, P. A., Chanoski, C. E., Devan, D. L., McMahon, B. L., & Whelan, E. P. (1990). Normative study of grip and wrist flexion strength employing a BTE Work Simulator. J Hand Surg Am, 15(3), 420-425.

– Ashford, R. F., Nagelburg, S., & Adkins, R. (1996). Sensitivity of the Jamar Dynamometer in detecting submaximalgrip effort. J Hand Surg Am, 21(3), 402-405.

– Ashton, B. B., Pickles, B., & Roll, J. W. (1978). Reliability of goniometric measurements of hip motion in spastic cerebral palsy. Dev Med Child Neurol, 20(1), 87-94.

References: Impairment, Function, SatisfactionDetail (continued2)

– Aszmann, O. C., & Dellon, A. L. (1998). Relationship between cutaneous pressure threshold and two-point discrimination. J Reconstr Microsurg, 14(6), 417-421.

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– Barr, J. T. (1995). The outcomes movement and health status measures. J Allied Health, 24(1), 13-28.

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– Bell-Krotoski, J. (1988). The force/time relationship of clinically used sensory testing instruments. Journal of Hand Therapy, 1.

– Bell-Krotoski, J. (1991). Advances in sensibility evaluation. Hand Clin, 7(3), 527-546.

– Bell-Krotoski, J. (1995). Threshold detection and Semmes-Weinstein monofilaments. Journal of Hand Therapy, 8.

– Bell-Krotoski, J., & Tomancik, E. (1987). The repeatability of testing with Semmes-Weinstein monofilaments. J Hand Surg Am, 12(1), 155-161.

– Bell-Krotoski, J., Weinstein, S., & Weinstein, C. (1993). Testing sensibility, including touch-pressure, two-point discrimination, point localization, and vibration. J Hand Ther, 6(2), 114-123.

– Bell-Krotoski, J. A., & Buford, W. L., Jr. (1997). The force/time relationship of clinically used sensory testing instruments. J Hand Ther, 10(4), 297-309.

– Bell-Krotoski, J. A., & Fess, E. E. (1995). Biomechanics: the forces of change and the basis for all that we do. J Hand Ther, 8(2), 63-67.

References: Impairment, Function, SatisfactionDetail (continued3)

– Bessette, L., Keller, R. B., Lew, R. A., Simmons, B. P., Fossel, A. H., Mooney, N., & Katz, J. N. (1997). Prognostic value of a hand symptom diagram in surgery for carpal tunnel syndrome. J Rheumatol, 24(4), 726-734.

– Bessette, L., Keller, R. B., Liang, M. H., Simmons, B. P., Fossel, A. H., & Katz, J. N. (1997). Patients' preferences and their relationship with satisfaction following carpal tunnel release. J Hand Surg Am, 22(4), 613-620.

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– Capodaglio, P., Strada, M. R., Lodola, E., Grilli, C., Panigazzi, M., Bazzini, G., & Bernardo, G. (1997). Work capacity of the upper limbs after mastectomy. G Ital Med Lav Ergon, 19(4), 172-176.

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References: Impairment, Function, Satisfaction

Detail (continued4)– Casanova, J., & Grunert, B. (1989). Adult prehension: patterns and nomenclature for pinches. Journal of Hand

Therapy, 2.

– Cetinok, E. M., Renfro, R. R., & Coleman, E. F. (1995). A pilot study of the reliability of the dynamic mode of one BTE Work Simulator. J Hand Ther, 8(3), 199-205.

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References: Impairment, Function, Satisfaction

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– Fess, E. (1988). Research for the clinician: using research terminology correctly -- validity. Journal of Hand Therapy, 1.

– Fess, E. (1994). Research for the clinician: how to avoid being misled by statements of average. Journal of Hand Therapy, 7.

– Fess, E. (1994). Research for the clinician: why trial-to-trial reliability is not enough. Journal of Hand Therapy, 7.

– Fess, E. (1995). Guidelines for evaluating assessment instruments. Journal of Hand Therapy, 8.

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– Fess, E. (2011). Functional tests. In T. M. Skirven, A. L. Osterman, J. Fedorczyk & P. C. Amadio (Eds.), Rehabilitation of the hand and upper extremity (6th ed., Vol. 1, pp. 152-162). Philadelphia: Elsevier Mosby.

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Detail (continued10)– Lui, P., & Fess, E. (presented at ASHT annual meeting1998). Comparison of dominant and nondominant grip

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Detail (continued12)– O'Rain, S. (1973). New and simple test for nerve function in the hand. British Journal of Medicine, 3.

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