172. Shoulder pain assessment & clinical reasoning. Physio Edge Shoulder Success podcast with Jo Gibson
24m 13s
In this Physio Edge podcast episode, Joe Gibson, a consultant shoulder rehabilitation specialist, presents a structured clinical reasoning framework for assessing shoulder pain. He emphasizes that 80% of diagnosis comes from subjective history, focusing on age, mechanism of onset, pain location, aggravating and easing factors, and sleep disturbances. Gibson outlines four key questions: "Not a shoulder?" to rule out cervical spine involvement, "Is it torn and does it matter?" to identify potential structural lesions needing surgery, "Is it stiff?" to detect conditions like frozen shoulder or arthritis, and "Is it irritable?" to gauge pain severity and psychosocial influences. He notes that most shoulder pain is non-traumatic and managed conservatively, though terms like "rotator cuff related shoulder pain" are debated. Special tests, such as the drop arm sign or apprehension test, have limited diagnostic value alone but become more useful with relevant history; for instance, internal rotation lag signs can help identify subscapularis tears. Imaging is reserved for traumatic cases or when surgery is considered, as early imaging in non-traumatic populations may worsen outcomes. Gibson stresses that identifying stiffness and irritability guides treatment, including injections or tailored exercise, and sets realistic recovery expectations. Overall, the framework aims to improve clinical confidence, avoid unnecessary referrals, and optimize patient outcomes through evidence-based, individualized assessment.
You're listening to the Physio Edge podcast episode 172 with David Pope. Hey and welcome to the Physio Edge podcast. I'm your host David Pope, and Australian Sports and Musculoskeletal Physio. And in this Physio Edge Shorter Success podcast, Joe Gibson, who's an up-al-memory abilitation specialist, Physio, dives into a shoulder assessment. And when your patient comes in with shoulder pain, straight away you've got to start to identify do they have rotate a cuff-related shoulder pain or frozen shoulder or instability, or maybe it's another area like the cervical spine that's refer to your patient shoulder. Maybe they've got a tear that needs imaging, or maybe they need referral for a surgical opinion, or maybe they just need rehab. So there's all these questions you need to answer when your patient comes in, and rather than wondering if you're doing the right thing with your patient's shoulder, Joe Gibson helps the clarified in his podcast. She takes you through your patient's history, how to understand what that tells you about your patient's shoulder pain, and then your objective assessment, which tests to perform, whether special tests actually have any value on if so, how to do them, how to use that information from your objective assessment to help to guide your treatment, and to understand which of your patients are likely to need referral, and which ones you're likely to be able to rehab successfully. So she really helps to bring up your clinical reasoning and help you be confident with your shoulder pain assessments. And we've got a couple of great free resources to go along with today's podcast. And the first one is a free video series on how to become a shoulder detective and solve your patients acute shoulder pain. So if they come in, they've got an acute onset of shoulder pain, how can you differentiate it and know exactly what's causing it, or you can get access to our shoulder assessment infographic series. Seven fantastic infographics that guide you through how to understand what's going on with your patient's shoulder that really complement the podcast today. So two great free resources and you get your access to those over at clinicledge.co/shoulder. And the other great free resource we've got is your clinic ledge membership. We've got a ton of great resources coming out for clinic ledge members all about low back pain, how to assess and treat that, when to use exercises, when to use manual therapy, how to use all that effectively in a program that's tailored exactly to what your patient needs to help you get great success with your low back pain patients. It'll also take you through all the other areas of the body too. If you've got patients that have ankle injuries, knee injuries, maybe they've got lateral hip pain, whatever it is that you're treating, we've got lots of great resources there for you and you can get that over at clinicledge.co/free trial. And now it's time to dive into this podcast with Joe Gibson. Hi, my name is Joe Gibson and I'm a consultant shoulder rehabilitation specialist working at rehab performance in Liverpool in the UK. Tonight what I've popped on to talk about is with simple clinical reasoning structure that we can use to underpin our clinical diagnosis, identify patients where there may be some specific treatment options where injection or certain medications might be indicated, potentially giving us a basis for exercise prescription. But also importantly to inform how we set expectations for our patients and potential timescales for recovery. Now I think it's really important to say that from the outset 80% of our clinical diagnosis is based in that subjective domain. In terms of trying to make a clinical diagnosis when we can and importantly where it might influence our treatment choices, how we approach it in terms of our exercise prescription or the best advice we can give to our patients and whether perhaps an injection is indicated, there are some key things that we need to consider. Now when we look at our subjective as well as obviously within that psychosocial domain, the beliefs, expectations and concerns and those lifestyle factors, there's some very simple things that can inform our clinical reasoning. Somebody's age, the mechanism of onset, where their pain is, what makes their pain worse, what makes their pain better and how it affects their sleep, again in association with any potential risk factors for certain conditions. And I'll describe those a little bit more in just a moment. Now if you believe the literature 70% of what we see relates to non-traumatic shoulder pain, certainly in primary care and an important message is 80% to 90% of that cohort are successfully managed in primary care. Now as ever we argue about to what to call it, rotator cuff related shoulder pain has become a very popular term, but essentially that was very much a move away from terms like impingement that we know can have a negative context from patients. People have criticised the term rotator cuff related shoulder pain, but I think we need to remember that it was a real push to have a positive context for patients that really put rehab or movement or conservative management really at the front line. Now a recent paper by Witton et al. 2023 suggests perhaps we need to revisit this and reflect the uncertainty about pain generators and all those multifactorial things that contribute to somebody's pain experience and go back to terms like subacromial pain or subacromial pain syndrome. So subacromial pain because that's where the pain is and syndrome to reflect the uncertainty in the current evidence about what's likely to be contributing. Now a recent consensus in 2022 by Recrejo Salinas and I'm really sorry if I've murdered that name was an international consensus with some real big movers and groovers within shoulder world. Now within expert consensus they said for somebody to fit under this subacromial pain syndrome umbrella or rotate a cuff related shoulder pain as they call it in this particular study. Then expert consensus agreed that these patients would present potentially with a change in load or activity but may not recall a mechanism with pain on active movement, commonly flexional abduction, pain on resisted external rotation and or abduction. They might have limited internal rotation but not always and importantly they have full range of passive external rotation. So that seems quite straightforward doesn't it but what about other presentations of shoulder pain or instability? What about that clinical reasoning framework that we talked about? Well the first question there's four key questions we need to ask ourselves. Firstly not a shoulder, secondly is it torn and does it matter? Thirdly is it stiff and do I need to do anything about it and will that influence my treatment choices and fourthly is it irritable? So let's have a look at those each in turn. Now the first question not a shoulder the most obvious thing to think about here is that somebody may have a cervical spine driven problem with their shoulder. Now that expert consensus talked about the importance that if somebody had full range of cervical spine movement without any stiffness, no palpation findings and importantly no pain or limited movement in combined extension rotation then you could confidently rule in rotator cuff related shoulder pain subacromial pain syndrome and rule out the contribution of the cervical spine. But again our age mechanism location of pain, graverating easing factors and how it affects somebody's sleep obviously are a big part of making those objective findings relevant. So essentially our older populations are more likely to have degenerative change, people who work at a desk are more likely to develop neck stiffness. We have good studies looking at longitudinal studies and showing that link. But essentially again mechanism of onset may relate to static postures, commonly people with neck driven shoulder problems will not like being static, they'll be much happier moving. If somebody tells you they relieve their pain by putting their arm on the top of their head or onto the opposite arm then that's usually a good indication their neck is part of the problem because that takes load off the mid and lower cervical nerve roots. Similarly if somebody says their sleep is worse lying on their opposite shoulder and it is related to their neck position then again that might make you more suspicious about the neck. Now remember a third of patients will have involvement of their neck and their shoulder. So again it's just teasing out that history to see how things started. Importantly people don't have to have neck pain or stiffness for the neck to be contributory but generally they will have comparable palpation findings as in more tenderness on the side of their symptomatic shoulder and generally combined movements may be an issue but a couple of other important things to consider. When we talk about location of pain remember location of pain on its own not terribly useful but combined with all those other things we've talked about that's where we weigh up the evidence to the most likely diagnosis. Certainly of patients have medial border scapular pain that's one of the most pathonomonic things in terms of ruling in the cervical spine. So is posterior lateral shoulder pain but again you need to look at what those aggravating and easing factors are. It's much easier if people have shooting pain or more neural descriptors of their symptoms but often patients don't. The other thing just a word of caution was the role of repeated movements. Now some expert consensus will say that if you do repeated movements and they increase or decrease somebody's pain you can be confident the neck's involved but we actually have some research for several years ago by David van der Puth that actually shows that in patients with no evidence of any cervical spine involvement so full range of movement no palpation findings no stiffness or symptoms on over pressure but in those patients if you did repeated movements with unlooked at resisted shoulder testing and some other special tests in the shoulder that in a third of patients with no evidence of cervical spine involvement then those repeated cervical spine movements actually modulated their shoulder pain. So I think we have to be a little bit cautious about using repeated movement but there's no doubt if somebody has full range of movement with no issues on over pressure no palpation findings in their cervical spine and no limited movement in cervical extension rotation we can be confident in ruling out the cervical spine.
Now, that's probably one of the key considerations in not a shoulder. Now onto our next question, is it torn and does it matter? Really in this group what we're talking about is a population that might describe a mechanism of trauma that's consistent with a potential structural lesion and identifying those patients that may benefit from an early surgical opinion. If somebody comes to you with an acute mechanism of trauma, we might be suspecting a rotator cuff tear, some of the important things to consider at their age, that a major onset of pain and symptoms rather than it came on a few days later. That loss of pain and function persists six weeks after their original injury, because in that situation in a group of patients that are under the age of 55, they're more likely to need surgery. But a really important point, only about a third of that cohort with those descriptors, so significant mechanism under 55, immediate onset of pain and loss of function, go on to have surgery. We have another group that might have had a previous history of grumbling shoulder pain, that have some minor trauma with immediate onset of pain and loss of function. In those groups, one of the most important things is to identify whether they have a complete sub-scaptare, because they're likely to benefit from imaging and potentially a surgical opinion. In our other groups with a history of that's consistent with degeneration, the evidence would support a period of conservative management first. Now of course there's more detail about patient factors and decision making, but that kind of summarises the key considerations. Now clearly within that is it torn group we might also think about our instability cohort, somebody who has a traumatic dislocation, who continues to be apprehensive, and certainly if they're under the age of 25 and they want to get back to sport, we know that surgery reduces their risk of re-dislocation by up to seven times. But how do we identify those patients where surgery might be an option, and importantly whether or not the patient wants surgery? This is again where imaging can be very useful, so imaging gets really bad pressing on non-traumatic populations because it doesn't really change our management options, and importantly it can make patients more likely to get persistent pain if we image them too early in their presentation. But in somebody who has a traumatic dislocation who remains apprehensive, who wants to get back to support, and particularly if it's contact or collision sport, then imaging can be very useful to inform that decision making. And so there are certain structural features that make them 100% likely to re-dislocate another's that mean they've got more likely to do well with conservative management. So some important things to aid our decision making and help our patients with shared decision making. Now when we look at that, is it torn group and look at things like our special test, particularly when we're trying to identify, particularly a rotator cuff tear, then we know that with tests like our full CANS test, the bottom line is there's lots of other muscles working, so it's not just about sphinators. Equally, it can be difficult to tease out whether we've just got pain in the vision or whether we've got true weakness. Now there's some simple things that we can do in terms of modifying things like our full CANS test to give the rotator cuff more chance to work, but also important to relatively isolate it compared to some of those other shoulder muscles. From Caron Jins lovely research we know that essentially if we support the weight of the arm, so you imagine if I'm doing the full CANS it's weak and painful, if I short my lever arm support the arm, maybe put a hand on the scapular as well, so I'm approximately unload that system. The very act of supporting the weight of the arm makes it more about the rotator cuff unless about some of those prime mover muscles. There'll still be a little bit of deltoid involved, but it relatively isolates it. So if the patient is stronger and less painful, can I rule out a rotator cuff tear? Absolutely not, but it potentially identifies somebody who's got better potential to compensate. If you look at some of our well reported special tests in identifying large and massive tears, our rotator cuff lag signs, again we need to be a little bit cautious in our interpretation. So the drop arm sign, again if that's positive the patient can't keep their arm there, unfortunately that doesn't rule in or rule out a rotator cuff tear, but what I would say is if they can hold their arm there, again perhaps that indicates somebody who's more likely to compensate and do well with rehabilitation. If we look at our horn blower test, so the ability to maintain external rotation abduction in that abduction position, if it's positive so they get a significant drop, you can be pretty confident that you have got a posterior superior rotator cuff tear. If it's not positive they can hold their arm there, it doesn't rule one out, but again I go back to what I said with the drop arm sign, potentially they might have more likelihood of compensating. The one test that seems to be really good at ruling in and ruling out a rotator cuff tear is our internal rotation lag sign. So if somebody puts their hand behind their back, we lifted away from the back, can they hold it? Yes or no. If they can't, you can be confident they've got a sub-scarpteer, if they can, you can be confident they haven't. But before you get too excited, the issue with that test is as soon as it's painful it confounds the results. So actually one of the more reliable tests for sub-scarptularis is our bare-hug test because it's less likely to provoke pain. But of course all those things have to be taken in context of that original precipitating history. A great example of our special test being more special is our apprehension test. If you have somebody who's under the age of 25, has an acute dislocation that requires relocation and they have positive apprehension in that 1990 position, then they are 85, 90% likely to have some form of label pathology. So the test on its own is pretty rubbish, but if you put it together with that relevant history and those descriptors, then it becomes much more reliable. So again, we just tease out where these things might have a potential role. Now after asking if is it torn, when does it matter and identifying if somebody might benefit from imaging, my next question is it stiff. And essentially in this group I'm predominantly looking at patients that might present with restriction of external rotation in neutral. Now you'll know that we talked about the key risk factors for developing frozen shoulder, and that's really important because a recent paper by Milaretal 2022 showed very clearly the 80% of patients presenting with primary frozen shoulder have at least one risk factor, and 35% present with three or more of those risk factors. Of course within this stiffness domain, we're not just looking at capsular reasons for stiffness, we're also potentially looking at bony blocks from osteoarthritis in our older populations from kerpharthropathy. So patients who've had a grumbly history that's got worse over time, developed pain and weakness, and now had stiffness. Again, there might be joint space narrowing and some secondary bony changes. But remember also that young people who had a dislocation in their 20s, a cuff tear when they were younger, can go on to develop early arthritis in their 40s, begin teasing out that history of any relevant trauma even if it was historical is really important. Now of course in stiffness we can also consider muscle stiffness and patients who are scared of moving, but that's why if we're confident that we have a high chance of looking at those contributory risk factors for frozen shoulder, the things that might lead you to believe in somebody's history that they've got a background of arthritis or kerpharthropathy, then again we increase our suspicion that this might just be a muscle stiffness driven problem and crucially with our objective assessment we're going to be able to change it. Our fourth question is irritable. For me really relates to patients who present with high levels of pain and disability. So why do I delineate this group? Basically because if patients present with a history that is highly correlated with a likelihood of high levels of pain and disability, one that might mean I limits my ability to change things when I first start working them, it may indicate a role for injection or specific medications to help manage their pain. Every abilitation can't find a way in, but importantly if they don't have a history consistent with those things, it can be an early indication of negative psychosocial factors, negative beliefs, pain catastrophizing in kinesia phobia, which clearly potentially set my patient up to fail. Now in terms of common reasons for high levels of pain and disability that we would expect the patients to report that, certainly some of our subgroups with reactive tendonopathy so a clear loading history that's precipitated their symptoms. Similarly, an acute calcific tendonopathy where generally patients will wake up with an acute onset of horrible anterior lateral shoulder pain often bad enough that they go to casualty, have an x-ray, we see the calcium. Frozen shoulder in stage one when they're not yet stiff, again the pain associated with that is reported as some of the worst in musculoskeletal pain. And another consideration, particularly in these times of COVID, is past-naged turner, where like calcific tendonopathy about 70% of patients will report waking up with horrible onset of symptoms, but unlike calcific tendonopathy, it's not limited or local to the shoulder, it can be around the whole upper quadrant and typically is in that supospinatus fossa, upper fizes of trapezius and the lateral arm. And again, typically patients will start to develop weakness within 48 hours of their symptoms. But as I say, if it's not any of those things and there might be some other things that we need to consider, the bottom line is remember it can be an early indication of negative beliefs, negative expectations and so we really need to understand that patient understanding. Now, within this irritable shoulder group, within our rotator cuff related shoulder pain or subacromial pain groups, the bottom line is when we look at things like corkins and kennedy tests, impingement tests, or near-impingement tests, the bottom line is these provocation tests don't tell us anything new. They really tell us what we already know is that shoulder hurts and they're probably not the best use of our time.
Consensus will say that resistance tests are helpful in ruling in or ruling out subacromal pain or rotator cuff related shoulder pain But then I'm left asking what else can I do in terms of my assessment Of course, I want to look at passive movement and passive movement for all the reasons that we've talked about But equally we see this increasing narrative in the literature at the moment That essentially whilst we describe a lot of neuromuscular effects of our exercises Increasingly when we look at exercise effects and what seems to make a difference to patients is educating and getting them moving in a way that increases their confidence reduces negative beliefs and gets them back to the things that they want to do So if you like empowering and educating our patients through movement and exercise Exercise in that changing movement also almost becomes the vehicle to get patients back on track and then build them back to the things they want to do So having asked myself those four key questions about what the lightly causes of somebody's pain My next thing is can I change it and is it strong enough to do the things that they want to do now in terms of can I change it I just apply some really simple principles in terms of symptom modification Based on what we understand about the muscle system But also importantly, acknowledging that it could just be about distraction It could just be about getting patients to move in a different way And that's why whilst I might have an approach that works in my clinic we always need to reflect on what those mechanisms might be That's the fun of the evolving evidence But essentially if we unload the shoulder if we manipulate hand grip if we add some resistance If we get some tactile input or even if we just exaggerate to the rest of the body All these things have a provis efficacy in changing how our patients move and potentially giving us a basis for exercise prescription When I've got a patient that's confident to move I like to look at the cuff in isolation Just if it's ability to support the weight of the arm Again as a way of validating somebody's pain experience But again importantly informing a potential exercise that makes sense to the patient When we look at the things that are consistent and associated with the gout comes What we see is no specific superiority of one exercise intervention over another Apart from perhaps that emphasis on getting patients confident to move Reducing that kind of kinesia phobia or protective strategies in the first six weeks But after that very little superiority of any specific intervention However, if I get my patient moving confidently the important thing then is to do a graded return of loading back to the things that they want to do And the more it looks like they want to do as I say the three key things that seem to be associated with good outcomes Are no more than three exercises the exercises are meaningful to the patient and they progress over time Some really simple concepts some really simple questions that essentially we can use to underpin our clinical diagnosis Identify patients where there may be some specific treatment options where injection or certain medications might be indicated But also importantly to inform how we set expectations for our patients and importantly potential timescales for recovery Essentially what I've done there is reiterated that simple clinical reasoning framework But importantly the questions to ask yourself in terms of is it torn is it stiff is it irritable Can I change it is it strong enough and importantly how that will inform your exercise prescription And if you get stuck and a patient stops progressing some tips and tricks about that too So guys thanks for listening this evening bye for now Thanks Joe that was awesome. Hope you enjoyed that podcast And you've got lots of better ideas now about your shoulder assessment how to understand what's going on with your patient's shoulder pain How to assess them and then some ideas on how to go about treating them Remember we've got some great free resources to go along with it We've got your free video series on how to become a shoulder detective and solve a cute shoulder pain And then we've got your free infographic series that take you through your shoulder assessment as well And that's over at clinical edge.co/shoulder And remember grab your free trial clinical edge membership to really brush up and improve your results with all the other areas of the body You have a great week and I'll catch you on the next physio edge podcast. See ya
Podcast Summary
Key Points:
Shoulder assessment relies heavily on subjective history (80% of diagnosis), including age, mechanism of onset, pain location, aggravating/easing factors, and sleep impact.
Four key clinical questions guide reasoning
Cervical spine contribution can be ruled out with full range of motion, no palpation findings, and no pain in combined extension-rotation, but neck issues often coexist with shoulder problems.
Special tests have limited value alone; context matters (e.g., apprehension test is useful in young patients with dislocation history, internal rotation lag sign for subscapularis tears).
Imaging is not routinely needed for non-traumatic shoulder pain, but may help in traumatic cases (e.g., dislocations in younger patients) or when surgery is considered.
Identifying stiffness (e.g., frozen shoulder risk factors) and irritability (e.g., reactive tendinopathy, calcific tendinopathy) informs treatment choices, including injections or exercise prescription.
Summary:
In this Physio Edge podcast episode, Joe Gibson, a consultant shoulder rehabilitation specialist, presents a structured clinical reasoning framework for assessing shoulder pain. He emphasizes that 80% of diagnosis comes from subjective history, focusing on age, mechanism of onset, pain location, aggravating and easing factors, and sleep disturbances. " to gauge pain severity and psychosocial influences.
He notes that most shoulder pain is non-traumatic and managed conservatively, though terms like "rotator cuff related shoulder pain" are debated. Special tests, such as the drop arm sign or apprehension test, have limited diagnostic value alone but become more useful with relevant history; for instance, internal rotation lag signs can help identify subscapularis tears. Imaging is reserved for traumatic cases or when surgery is considered, as early imaging in non-traumatic populations may worsen outcomes.
Gibson stresses that identifying stiffness and irritability guides treatment, including injections or tailored exercise, and sets realistic recovery expectations. Overall, the framework aims to improve clinical confidence, avoid unnecessary referrals, and optimize patient outcomes through evidence-based, individualized assessment.
FAQs
The first question is 'Not a shoulder?' to determine if the pain originates from the cervical spine or another area, not the shoulder itself.
The four questions are: 'Not a shoulder?', 'Is it torn and does it matter?', 'Is it stiff and do I need to do anything about it?', and 'Is it irritable?'
If the patient has full range of cervical spine movement without stiffness, no palpation findings, and no pain or limited movement in combined extension rotation, you can confidently rule out cervical spine contribution.
Suspect a tear if there is acute trauma, immediate onset of pain and loss of function, especially in patients under 55, and if symptoms persist beyond six weeks. Only about a third of these patients may need surgery.
Tests like the drop arm sign don't reliably rule in or rule out a rotator cuff tear, but if the patient can hold the arm, it suggests they may compensate well and do well with rehabilitation.
A positive internal rotation lag sign, where the patient cannot hold their hand behind their back, indicates a subscapularis tear, but pain can confound the results.
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