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Back Pain 273

BACK PAIN

Lumbar back pain

Lumbar back pain is a common symptom experienced by most people at some time in their lives. Only a few patients have a serious underlying disorder. Mechanical back pain is a common cause in young people. It starts suddenly, is often unilateral, and may be helped by rest. It may arise from the facet joints, spinal ligaments or muscle. The history, physical examination and simple investigations will also often identify the minority of patients with other causes of back pain (Table 7.3).
The age of the patient helps in deciding the aetiology of back pain because certain causes are more common in particular age groups. These are illustrated in Table 7.4.
Table 7.3 Causes of lumbar back pain
Causes History and examination
Mechanical Lumbar disc prolapse
Inflammatory
Serious causes
Others
*Indicates the ‘red flags’ in a patient with lumbar back pain. Onset of thoracic pain is also a ‘red flag’. HIV, human immunodeficiency virus; TB, tuberculosis.
Osteoarthritis Fractures Spondylolisthesis Spiral stenosis
Ankylosing spondylitis Infection (see below)
Metastases Multiple myeloma Tuberculosis
Osteomyelitis
Bacterial osteomyelitis Spinal and root canal stenosis
Osteomalaci HIV, human immunodeficiency virus; TB, tuberculosis. a, Paget’s disease, referred pain from pelvic abdominal disease
Often sudden onset Pain worse in the evening Morning stiffness is absent Exercise aggravates pain
Gradual onset Pain worse in the morning Morning stiffness is present Exercise relieves pain
Age <20 or >50 years* Constant pain without relief* History of TB, HIV, carcinoma, steroid use* Systemically unwell: fever, weight loss* Localized bone tenderness* Bilateral signs in the legs* Neurological deficit involving more than one root level* Bladder, bowel or sexual function deficits*
274 Rheumatology
Table 7.4 Low back pain – disorders most commonly found in
specific age groups
15–30 years 30–50 years 50 years and over
Mechanical Mechanical Degenerative joint
Prolapsed intervertebral disc
Ankylosing spondylitis
Spondylolisthesis
Fractures (all ages)
Infective lesions (all ages)
Prolapsed intervertebral disc
Degenerative joint disease
Malignancy
Fractures (all ages)
Infective lesions (all ages)
disease
Osteoporosis
Paget’s disease
Malignancy
Myeloma
Fractures (all ages)
Infective lesions (all ages)
Investigations
A detailed history and physical examination (see Table 7.3) will lead to the diagnosis in many cases. The key points are age, speed of onset, the pres­ence of motor or sensory symptoms, involvement of the bladder or bowel, the presence of stiffness and the effect of exercise. Young adults with a history suggestive of mechanical back pain and with no physical signs do not need further investigation.
• Full blood count, ESR and serum biochemistry (calcium, phosphate, alkaline phosphatase) are required only when the pain is likely to be dueto malignancy, infection or a metabolic cause. Prostate-specific antigen (PSA) should be measured if secondary prostatic disease is suspected.
• Spinal X-rays are only indicated if there are ‘red flag’ symptoms and signs (Table 7.4) which indicate a high risk of more serious underlying pathology.
• Bone scans (p. 270) show increased uptake with infection or malignancy.
• MRI is useful when neurological symptoms and signs are present. It is useful for the detection of disc and cord lesions. Computed tomography (CT) scans demonstrate bone pathology more effectively.
Management
The treatment depends on the cause. Mechanical back pain is managed with analgesia, rest and physiotherapy. Patients should stay active within the limits of their pain. Exercise programmes reduce long-term problems.
Intervertebral Disc Disease 275

INTERVERTEBRAL DISC DISEASE

Acute disc disease

Prolapse of an intervertebral disc results in acute back pain (lumbago), with or without radiation of the pain to areas supplied by the sciatic nerve (sciatica). It is a disease of younger people (20–40 years) because the disc degenerates with age and in elderly people is no longer capable of prolapse. In older patients, sciatica is more likely to be the result of compression of the nerve root by osteophytes in the lateral recess of the spinal canal.
Clinical features
There is a sudden onset of severe back pain, often following a strenuous activity. The pain is often clearly related to position and is aggravated by movement. Muscle spasm leads to a sideways tilt when standing. The radiation of the pain and the clinical examination findings depend on the disc affected (Table 7.5), the lowest three discs being those most commonly affected.
Investigations
Investigations are of very limited value in acute disc disease and X-rays are often normal. MRI is usually reserved for patients in whom surgery is being considered (see later).
Management
Treatment is aimed at the relief of symptoms and has little effect on the duration of the disease. In the acute stage, treatment consists of bed rest on a firm mattress, analgesia and occasionally epidural corticosteroid injection in severe disease. Surgery is only considered for severe or increasing neu­rological impairment, e.g. foot drop or bladder symptoms. Physiotherapy is used in the recovery phase, helping to correct posture and restore movement.

Chronic disc disease

Chronic lower back pain is associated with ‘degenerative’ changes in the lower lumbar discs and facet joints. Pain is usually of the mechanical type (see above). Sciatic radiation may occur with pain in the buttocks radiating into the posterior thigh. Usually the pain is long-standing and the prospects for cure are limited. However, measures that have been found useful include NSAIDs, physiotherapy and weight reduction. Surgery can be considered when pain arises from a single identifiable level and has failed to respond to conservative measures, and fusion at this level, with decompression of the affected nerve roots, can be successful.
276 Rheumatology
Table 7.5 Symptoms and signs of common root compression syndromes produced by lumbar disc prolapse
Root
Pain Sensory loss Motor
lesion
S1
L5
L4
From buttock down back of thigh and leg to ankle and foot
From buttock to lateral aspect of leg and dorsum of foot
Lateral aspect of thigh to medial side of calf
Sole of foot and posterior calf
Dorsum of foot and anterolateral aspect of lower leg
Medial aspect of calf and shin
weakness
Plantar flexion of ankle and toes
Dorsiflexion of foot and toes
Dorsiflexion and inversion of ankle; extension of knee
Reflex lost
Ankle jerk
None
Knee jerk
Other signs
Diminished straight leg raising
Diminished straight leg raising
Positive femoral stretch test

Mechanical problems

Spondylolisthesis
Spondylolisthesis is characterized by a slipping forward of one vertebra on another, most commonly at L4/L5. It arises because of a defect in the pars interarticularis of the vertebra, and may be either congenital or acquired (e.g. trauma). The condition is associated with mechanical pain which worsens throughout the day. The pain may radiate to one or other leg and there may be signs of nerve root irritation. Small spondylolistheses, often associated with degenerative disease of the lumbar spine, may be treated conservatively with simple analgesics. A large spondylolisthesis causing severe symptoms should be treated with spinal fusion.
Spinal stenosis
Narrowing of the lower spinal canal compresses the cauda equina, result­ing in back and buttock pain, typically coming on after a period of walking and easing with rest. Accordingly, it is sometimes called spinal claudication. Possible aetiologies include disc prolapse, degenerative osteophyte forma­tion, tumour and congenital narrowing of the spinal canal. CT and MRI will demonstrate the cord compression and treatment is by surgical decompres­sion. Rest helps, as does bending forwards, a manoeuvre that opens the spinal canal.
Osteoarthritis 277

Neck pain

Disc disease may occur in the neck as well as in the lumbar spine. This may be either acute or chronic, the latter in association with osteoarthritis. The three lowest cervical discs are most often affected, and there is pain and stiffness of the neck with or without root pain radiating to the arm. Chronic cervical disc disease is known as cervical spondylosis.

OSTEOARTHRITIS

Osteoarthritis (OA) is a disease of synovial joints (see Fig. 7.1) and is the most common form of arthritis.
Epidemiology
The prevalence of OA increases with age, and most people over 60 years will have some radiological evidence of it although only a proportion of these have symptoms. OA occurs worldwide, it is more common in women, and there is a familial tendency to develop nodal and generalized OA. Other risk factors are obesity, a fracture through a joint, congenital joint dysplasias, pre­existing joint damage of any cause, occupation (e.g. OA of the hip in farmers and labourers) and repetitive use and injury associated with some sports.
Pathology and pathogenesis
OA is the result of an active process around the whole joint with alterations in subchondral bone, ligaments, capsule, synovial membrane as well as articular cartilage. Rather than simply the inevitable result of trauma and ageing, OA reflects an active process, which is sometimes inflammatory, characterized by progressive destruction and loss of articular cartilage with an accompanying peri­articular bone response. The exposed subchondral bone becomes sclerotic, with increased vascularity and cyst formation. Attempts at repair produce cartilaginous growths at the margins of the joint which later become calcified (osteophytes).
Several mechanisms have been proposed:
• Abnormal stress and loading, leading to mechanical cartilage damage.
• Obesity is a risk factor for developing OA of the hand and knee and thought to trigger metabolic inflammation via pro-inflammatory cytokines that cause cartilage and bone damage.
• Metalloproteinases, e.g. stromelysin and collagenase, secreted by chondrocytes degrade collagen and proteoglycans.
• Inflammatory mediator release (e.g. interleukin (IL)-1 and tumour necrosis factor (TNF)-α) stimulate metalloproteinase production and inhibit collagen production.
• Growth factors, such as insulin-like growth factor (IGF-1) and transforming growth factor beta (TGF-β), are involved in matrix repair and their deficiency may impair this process. Paradoxically, increased TGF-β may also cause increased subchondral bone density.
278 Rheumatology
• Osteoprotegerin (OPG), receptor activator of nuclear factor-κB (RANK) and
RANK ligand (RANKL) control subchondral bone remodelling. Their levels are significantly different in OA chondrocytes. Inhibiting RANKL may prove a new therapeutic approach in OA.
• Genetic susceptibility (35%–65% influence) from multiple genes rather than a single gene defect. Mutations in the gene for type II collagen have been associated with early polyarticular OA. Polymorphisms in the gene for human aggrecan have been correlated with OA of the hand in older men.
• An inverse relationship exists between the risk of developing OA and osteoporosis in Caucasians.
• In women, weight-bearing sports produce a two- to threefold increase in risk of OA of the hip and knee. In men, there is an association between hip OA and certain occupations: farming and labouring. OA may flare after the female menopause or after cessation of hormone replacement therapy.
Most OA is primary, with no obvious predisposing factor. Secondary OA occurs in joints that have been damaged in some way or are congenitally abnormal.
Clinical features
Joint pain is the main symptom, exacerbated by movement and relieved by rest. Stiffness occurs after rest (‘gelling’) and in contrast to inflammatory arthritis there is only transient (<30 minutes) morning stiffness. The joints most commonly involved are the distal interphalangeal joints (DIPJs) and first carpometacarpal joint of the hands, first metatarsophalangeal joint of the foot and the weight-bearing joints – vertebrae, hips and knees. Elbows, wrists and ankles are rarely affected. On examination there is deformity and bony enlargement of the joints, limited joint movement and muscle wasting of surrounding muscle groups. Crepitus (grating) is a common finding and is probably due to the disruption of the normally smooth articulating surfaces of the joints. There may be a joint effusion. Heberden’s nodes are bony swell­ings at the DIPJs. Bouchard’s nodes are similar but occur at the proximal interphalangeal joints (PIPJs) (Fig. 7.2).
Differential diagnosis
OA is differentiated from RA by the pattern of joint involvement and the absence of the systemic features and marked early-morning stiffness that occur in RA. A chronic arthropathy (pseudo-OA) occurs, predominantly in elderly women with severe chondrocalcinosis (p. 294) but the wrists and shoulder are usually involved and the hands rarely involved. Chronic tophaceous gout (p. 291) and psoriatic arthritis affecting the DIPJs (p. 289) may mimic OA.
Investigations
• Full blood count and ESR are normal. Rheumatoid factor is negative, but
positive low-titre tests may occur incidentally in elderly people.
Osteoarthritis 279
Fig. 7.2 Severe nodal osteoarthritis (OA). The distal interphalangeal joints
(DIPJs) demonstrate Heberden’s nodes (arrows). The middle finger DIPJ is deformed and unstable. The thumb is adducted and the bony swelling of the first carpometacarpal joint is clearly shown – ‘the squared hand of nodal OA’.
• X-rays are only abnormal in advanced disease and show narrowing of the joint space (resulting from loss of cartilage), osteophytes, subchondral sclerosis and cyst formation.
• MRI demonstrates early cartilage changes. It is not necessary for most patients with suggestive symptoms and typical plain X-ray features.
Management
Treatment should focus on symptoms and functionality, not the radiological appearances. Patient education about the disease, non-pharmacological measures, drugs and surgery all have a role. Obese patients should be encouraged to lose weight, particularly if weight-bearing joints are affected.
• Physical measures are the keystone of OA treatment. Local strengthening and aerobic exercises improve muscle strength, mobility of weight­bearing joints and overall aerobic fitness. Local heat or ice packs applied
280 Rheumatology
to an affected joint may help. Bracing devices, joint supports, insoles for joint instability and footwear with shock-absorbing properties for lower limb OA are also used. A walking stick held on the contralateral side to the affected lower limb joint is useful. Acupuncture may also be of benefit.
• Medication. Topical, oral and injectable therapies are available and potential benefit must be balanced against the risk of any adverse effects, especially in the elderly. NSAIDs (p. 315), either orally or topically, are considered first line after randomized trial data demonstrated paracetamol to be no more effective than placebo for back pain, with only a small benefit for hip and knee pain. NSAIDs should be used in short courses rather than on a continuous basis. Intra-articular corticosteroid injections produce short-term improvement when there is a painful joint effusion; systemic corticosteroids are not used.
• Surgery. Total hip and knee replacement has transformed the management of severe symptomatic OA. There is reduced pain and stiffness and an associated increase in function and mobility. Complication rates are low with loosening and late bone infection being the most serious.

INFLAMMATORY ARTHRITIS

Inflammatory arthritis includes a large number of arthritic conditions in which the predominant feature is synovial inflammation. The three main subgroups of inflammatory arthritis are RA, spondyloarthritis and crystal arthritis. There is joint pain and stiffness after rest and in the morning. Morning stiffness may last several hours (cf. osteoarthritis). Blood tests often show a normochromic, normocytic anaemia and raised inflammatory markers (ESR and CRP).

Rheumatoid arthritis

RA is a chronic systemic autoimmune disorder causing a symmetrical polyarthritis.
Epidemiology
RA affects 0.5%–1% of the population worldwide, with a peak prevalence between the ages of 30 and 50 years.
Aetiology and pathogenesis
Genetic and environmental factors play an aetiological role.
Sex. Women before the menopause are affected three times more often than men, with an equal sex incidence thereafter suggesting an aetiological role for sex hormones.
Familial. There is an increased incidence in those with a family history ofRA.
Inflammatory Arthritis 281
Genetic factors. Human leucocyte antigen (HLA)-DR4 and HLA-DRB1*04 confer susceptibility to RA and are associated with development of more severe erosive disease. Protein tyrosine phosphatase N22 (PTPN22), STAT4 and PADI-4 have also been identified as susceptibility genes.
Smoking is an environmental risk factor for seropositive RA.
The triggering antigen in RA is not known but factors produced by
activated T cells (interferon, IL-2 and IL-4), macrophages (IL-1, IL-8, TNF-α, macrophage inflammatory protein), mast cells (histamine and TNF-α) and fibroblasts (IL-6, vascular cell adhesion molecule, delay accelerating factor) contribute to the ongoing synovial inflammation. Local production of rheuma­toid factor (autoantibodies directed against the Fc portion of immunoglobulin (Ig)) by B cells and formation of immune complexes with complement activa­tion also maintain the chronic inflammation.
Pathology
RA is characterized by synovitis (inflammation of the synovial lining of joints, tendon sheaths or bursae) with thickening of the synovial lining and infiltration by inflammatory cells. Generation of new synovial blood vessels is induced by angiogenic cytokines, and activated endothelial cells produce adhesion molecules, such as vascular cell adhesion molecule-1 (VCAM-1), which expedite extravasation of leucocytes into the synovium. The synovium proliferates and grows out over the surface of cartilage, producing a tumour­like mass called ‘pannus’. Pannus destroys the articular cartilage and subchondral bone, producing bony erosions. This early damage justifies the use of disease-modifying drugs within 3 months of onset of the arthritis to try and induce disease remission.
Clinical features
The typical presentation is with an insidious onset of pain, early-morning stiffness (lasting more than 30 minutes) and symmetrical swelling of the proximal small joints of the hands and feet. There is spindling of the fingers caused by swelling of the PIPJs but not DIPJs. The metacarpophalangeal and wrist joints are also swollen. As the disease progresses there is weakening of joint capsules, causing joint instability, subluxation (partial dislocation) and deformity. The characteristic deformities of the rheumatoid hand are shown in Fig. 7.3. Most patients eventually have many joints involved, including the wrists, elbows, shoulders, cervical spine, knees, ankles and feet. The dorsal and lumbar spine are not involved. Joint effusions and wasting of muscles around the affected joints are early features. Less common presentations are ‘explosive’ (sudden onset of widespread arthritis), palindromic (relapsing and remitting monoarthritis of different large joints) or with a systemic illness with few joint symptoms initially.
In patients presenting with disproportionate involvement of a single joint, septic arthritis (p. 294) must be excluded before the symptoms are attributed to a disease flare-up.
282 Rheumatology
Swelling of MCP and PIPJs
Z-shaped thumb
Fig. 7.3 Characteristic hand deformities in rheumatoid arthritis. MCP,
metacarpophalanges; PIPJs, proximal interphalangeal joints.
Non-articular manifestations
Periarticular features of RA include bursitis, tenosynovitis, muscle wasting and subcutaneous nodules known as rheumatoid nodules, which usually occur over pressure points at the elbow, the finger joints and Achilles tendon but may also occur in the pleura, pericardium and lung.
Other non-articular manifestations are summarized in Table 7.6. Patients with RA also have a greater risk of infection and osteoporosis. The chronic inflammation and endothelial damage associated with RA contributes to accelerated atherosclerosis, which is partly responsible for the increased mortality rate in severe RA.
Investigations
The diagnosis of RA cannot be established by a single laboratory test and depends on the aggregation of characteristic clinical features (symmetrical peripheral polyarthritis with morning stiffness and nodules in some patients), blood tests and radiological appearances.
• Blood count. There is usually a normochromic, normocytic anaemia and
thrombocytosis. The ESR and CRP are raised in proportion to the activity of the inflammatory process.
• Serum autoantibodies. Rheumatoid factor is positive in 70% of cases and
antinuclear factor at low titre in 30% (p. 270). Rheumatoid factor is not specific for RA and may occur in connective tissue diseases and some infections. In contrast, anti-citrullinated peptide antibodies (ACPA) (p. 270) have high specificity (90%) and sensitivity (80%) for RA and are particularly