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OSTEOARTHRITIS
COURSE INFORMATION
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Osteoarthritis
INTRODUCTION
Osteoarthritis (OA) is the most common disease of the joints, and one of the
most widespread of all chronic diseases. Frequently described as ‘wear and
tear’, its prevalence increases steadily with age and by retirement age the
associated radiological changes can be observed in over half the population.
Symptoms can vary from minimal to severe pain and stiffness, but overall the
disease is responsible for considerable morbidity and is a common reason for
GP consultation.
People presenting to health professionals with OA complain of joint pain, they do not
complain of radiological change. Thus, this module is primarily about the management
of older patients presenting for treatment of peripheral joint pain, treatment of the
pain itself and of the consequences of such pain for patients who have a working
diagnosis of OA.
INFORMATION
Any synovial joint can develop OA but knees, hips and small hand joints are
the peripheral sites most commonly affected. Although pain, reduced function
and participation restriction can be important consequences of OA, structural
changes commonly occur without accompanying symptoms.
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Box 1. Pathogenesis of OA
OA is a metabolically active repair process that takes place in all joint tissues and
involves localised loss of cartilage and remodelling of adjacent bone. A variety of joint
traumas may trigger the need to repair. This slow but efficient repair process often
compensates for the initial trauma, resulting in a structurally altered but symptom-free
joint.
genetic factors (heritability estimates for hand, knee and hip OA are 40–
60%)
constitutional factors (ageing, female sex, obesity, high bone density)
local risk factors (joint injury, occupational/recreational usage, reduced
muscle strength, joint laxity, joint malalignment).
5. The cause of joint pain in OA is not well understood. Joint pain may arise
from causes other than OA (for example bursitis, tendonopathy). In adults 45
years old and over, the most common site of peripheral joint pain lasting for
more than one week in the past month is in the knee (19%) and the highest
prevalence of knee pain is among women aged 75 and over (35%).
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demonstrate more frequent structural abnormalities than detected by
radiographs.
8. Although some people do consult their GP, many others do not. In a recent
study, over half of people with severe and disabling knee pain had not visited
their GP about this in the past 12 months. People’s perception of OA is that it
is a part of normal ageing. The perception that ‘nothing can be done’ is a
dominant feature in many accounts.
10. The need to consider OA of the knee, hip and hand as separate entities is
apparent from their different natural histories and outcomes. Hand OA has a
particularly good prognosis. Most cases of interphalangeal joint OA become
asymptomatic after a few years, although patients are left with permanent
swellings of the distal or proximal interphalangeal joints (called Heberden’s
and Bouchard’s nodes respectively).
Hip OA probably has the worst overall outcome of the three major sites
considered in this course. Relatively little is known about the natural history of
symptomatic disease, but we do know that a significant number of people
progress to a point where hip replacement is needed in 1 to 5 years. In
contrast, some hips heal spontaneously, with improvement in the radiographic
changes as well as the symptoms.
11. Pain, stiffness, joint deformity and loss of joint mobility have a substantial
impact on individuals. Pain is the most frequent reason for patients to present
to their GP and over half of people with OA say that pain is their worst
problem. Many people with OA experience persistent pain. Severity of pain is
also important, with the likelihood of mobility problems increasing as pain
increases. It can affect every aspect of a person’s daily life, and their overall
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quality of life. The prognosis and outcome depends on treating comorbidities
as much as it does on the joint disease.
12. OA of the large joints reduces people’s mobility. The disorder accounts for
more trouble with climbing stairs and walking than any other disease. In small
joints such as the hands and fingers OA makes many ordinary tasks difficult
and painful. Older adults with joint pain are more likely to have participation
restriction in areas of life such as getting out and about, looking after others
and work, than those without joint pain.
Diagnosis
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16. The working diagnosis of OA excludes inflammatory joint disorders which
are not addressed in this course. However, it is important to recognise that
many patients with inflammatory arthritis have secondary OA also.
18. Patients express that their aspirations for future life satisfaction have
declined appreciably and that depression and anxiety are major problems that
they experience. Older patients with advanced OA feel that the disease
threatens their self-identities, and they are overwhelmed by health and
activity changes, and feel powerless to change their situation. Many ignore
their disease and try to carry on as normal despite experiencing exacerbated
symptoms.
Those with hip OA also have the worst mental health status and those with
the worse mental health status have lower work ability.
19. Social support networks (particularly marital relationships, but also family,
friends and neighbours) are critical to a patient’s management and their
ability to cope, and can also influence their decision about whether or not to
have joint replacement surgery. This is because networks help with tasks,
give emotional support and help keep patients socially involved and
connected to others despite their physical limitations, reinforcing the idea that
surgery is avoidable. Decisions can be made on the marital couple’s ability to
cope rather than the individual’s capacity and thus health professionals may
need to consider the couple as the patient when considering disease
management options.
20. Patients who are more educated are more likely to use active pain coping
methods. Exploring the background to distress is fruitful as psychosocial
factors are often more closely associated with health status, quality of life and
functional status than measures of disease severity (such as X-rays).
21. It is worth considering what part of the OA journey the patient is on. In
the early stages there is joint pain and uncertain diagnosis, later on
symptomatic flares, with possible periods of quiescence of varying length.
Some people have rapidly progressive OA; others have progressive OA which
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may benefit from surgery. Some patients will opt for and benefit from long-
term palliation of their symptoms. As a rough guide, OA of the hip joint can
progress to requiring joint replacement fairly quickly over the first few years,
OA of the knee joint often has a slower progression over 5 to 10 years, and
nodal hand OA can have a good prognosis, at least in terms of pain. Within
these generalisations there can be substantial variation.
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patients will wish to self-manage or be able to achieve effective strategies,
and practitioners should be aware of the vulnerable groups who may require
additional support.
25. Pain does not always mean harm in many musculoskeletal conditions.
NICE looked at the effect of exercise on OA especially of the knee (see
below), but where do rest, relaxation and coping strategies fit? There was
little evidence in this area. Many of the studies were about modalities not
relevant to the NHS (for example therapeutic touch, playing music). NICE felt
that it was important to emphasise the role of self-management strategies
and no recommendation is made with regard to rest and relaxation.
27. There are very little data on the use of OA therapies (non-
pharmacological and pharmacological) in very elderly patients. This is of
increasing concern with our ageing population. For example, exercise
therapies may need to be tailored, and use of opioids requires more careful
titration.
28. Exercise should be a core treatment (see Figure 1) for people with OA,
irrespective of age, comorbidity, pain severity or disability. Exercise should
include:
• local muscle strengthening, and
• general aerobic fitness.
Many patients know about the benefits of exercise and weight loss but do not
know suitable forms of exercise.
29. Pacing, where patients learn to incorporate specific exercise sessions with
periods of rest interspersed with activities intermittently throughout the day,
can be a useful strategy. Analgesia may be needed so that people can
undertake the advised or prescribed exercise.
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30. Manual therapies are passive or active assisted movement techniques that
use manual force to improve the mobility of restricted joints, connective
tissue or skeletal muscles.
Weight loss
32. Published data suggest that interventions reducing excess load, including
weight loss, lead to improvement in function, providing the magnitude of
weight loss is sufficient. In contrast, the effect of weight loss on pain is
inconsistent. Furthermore, there is no clear evidence so far that weight loss,
either alone or in combination with exercise, can slow disease progression.
Thermotherapy
33. Despite the scarcity of evidence, local heat and cold are widely used as
part of self-management. They may not always take the form of packs or
massage, with some patients simply using hot baths to the same effect. As an
intervention this has very low cost and is extremely safe. The use of local
heat or cold should be considered as an adjunct to core treatment.
Electrotherapy
35. There is evidence that TENS is clinically beneficial for pain relief and
reduction of stiffness in knee OA, especially in the short term. Many
pharmacies now sell or can access TENS machines for their patients. There is
no evidence that efficacy tails off over time, or that periodic use for
exacerbations is helpful. Proper training for people with OA in the placing of
pads and selection of stimulation intensity could make a difference to the
benefit they obtain.
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People with OA should be encouraged to experiment with intensities and
duration of TENS application. This enables patients’ control of their symptoms
as part of a self-management approach.
Acupuncture
37. Assistive devices (for example, walking sticks and tap turners) should be
considered as adjuncts to core treatment for people with OA who have
specific problems with activities of daily living.
People with more severe hip and knee OA are commonly provided with or
obtain long-handled reachers, personal care aids (for example, sock aids to
reduce bending), bath aids, chair and bed raisers, raised toilet seats, perch
stools, half steps, grab rails, additional stair rails and may also have home
adaptations to improve access internally and externally. It is important that
patients are directed to access to these devices through their GP, to carefully
match assistive devices to the patients’ needs. Many people do obtain devices
without professional advice and may waste money if their choice is
inappropriate due to lack of information.
38. Splints are commonly used for hand problems, especially OA of the thumb
base. Practical advice is given to balance activity and rest during hand use; to
avoid repetitive grasp, pinch and twisting motions; and to use appropriate
assistive devices to reduce effort in hand function (for example, using
enlarged grips for writing, using small non-slip mats for opening objects,
electric can-openers).
There is some evidence for the effectiveness of aids/devices for hand OA. As
yet it is unclear which design/s are considered most comfortable to patients,
and thus will be worn long term, and what degree of splint rigidity/support is
required at what stage of OA in order to effectively improve pain and
function.
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39. The evidence suggests that those people with hand pain and difficulty
with performing daily activities and work tasks should be referred to
occupational therapy for splinting, joint protection training (see Box 2) and
assistive device provision. This may be combined with hand exercise training.
People should be referred early particularly if work abilities are affected.
TENS
manual therapy
(manipulation and joint
stretching) arthroplasty
Starting at the centre and working outward, the treatments are arranged in
the order in which they should be considered for people with osteoarthritis.
There are three core treatments that should be considered for every person
with osteoarthritis – these are given in the central circle. Where further
treatment is required, consideration should be given to the second ring, which
contains relatively safe pharmaceutical options. The outer circle gives
adjunctive treatments. Some or all of these treatments may not be
relevant, depending on the person
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Nutraceuticals
41. By tackling pain early and effectively it is hoped that the development of
chronic pain can be stopped. Pain with exertion can be helped by taking the
analgesia before the exercise. Some patients will need palliative care for their
joint pain, and for these people long-term opioids can be of benefit.
42. Oral analgesics, especially paracetamol, have been used for many years,
with increasing use of opioid analgesics in recent years, partly fuelled by fears
over the safety of NSAIDs.
44. The evidence supporting the use of opioid analgesia in OA is poor, and it
must be noted there are virtually no good studies using these agents in
peripheral joint OA patients.
There is no good evidence to support the use of low dose tricyclic agents for
OA pain. However, consideration of sleep and mood disturbance is part of the
assessment of the OA patient and appropriate pharmacological therapy may
be warranted.
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Topical treatments
45. Topical NSAIDs, capsaicin and rubefacients are widely used to treat OA.
After topical application, therapeutic levels of NSAIDs can be demonstrated in
synovial fluid, muscles and fasciae. Topical NSAIDs produce a maximal
plasma NSAID concentration of only 15% that achieved following oral
administration of a similar dose.
It is possible that the act of rubbing and expectation of benefit may also
contribute to any therapeutic effect from topical preparations. This may
partially account for the continued popularity of rubefacients. Rubefacients
produce counterirritation of the skin that may have some pain relieving effect
in musculoskeletal disorders.
47. Although NSAIDs and COX-2 inhibitors may be regarded as a single drug
class of ‘NSAIDs’, this course continues to use the two terms for clarity, and
because of the differences in side-effect profile.
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age. When prescribing these drugs, consideration should be given to
appropriate assessment and/or ongoing monitoring of these risk factors.
50. It is possible that naproxen does not increase pro-thrombotic risk. All
NSAIDs may antagonise the cardio-protective effects of aspirin. If a person
with OA needs to take low-dose aspirin, healthcare professionals should
consider other analgesics before substituting or adding an NSAID or COX-2
inhibitor (with a PPI) if pain relief is ineffective or insufficient. Dyspepsia, one
of the most common reasons for discontinuation, remains a problem with all
NSAIDs irrespective of COX-2 selectivity.
Intra-articular injections
In clinical practice, the short-term pain relief may settle flares of pain and also
allow time for patients to begin other interventions such as joint-related
muscle strengthening.
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Referral for specialist services
54. Arthroscopic lavage and debridement are surgical procedures that have
become widely used. These procedures have limited risks, though arthroscopy
usually involves a general anaesthetic, and is offered to patients when usual
medical care is failing and if the next option, knee arthroplasty, appears too
severe.
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Referral criteria for surgery
57. When clinicians have responsibility for referring a person with OA for
consideration of joint surgery they should ensure that the person has been
offered at least the core (non-surgical) treatment options (see Figure 1).
Referral for joint replacement surgery is considered for people with OA who
experience joint symptoms (pain, stiffness and reduced function) that have a
substantial impact on their quality of life and are refractory to non-surgical
treatment. Referral will be made before there is prolonged and established
functional limitation and severe pain. Each decision remains individual and
ultimately it is the patient who must decide.
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