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Shoulder & Elbow
INTRODUCTION
&
BACKGROUND
The History is usually the
most important step to a
correct Diagnosis
L Funk
HISTORY
EXAMINATION
INVESTIGATIONS
DIAGNOSIS
60%
90%
100%
• Be Systematic:
– Pain
– Function
• Loss of Movement (stiffness/weakness)
• Instability
– Swelling
– Systemic History
L Funk
L Funk
L Funk
Traumatic / Non-traumatic
The importance of understanding the mechanism
of injury can not be underestimated - it gives clues to the
personality of the fracture and the treatment required:
• When and how did the incident occur?
• What exactly happened to the limb?
• How much force was applied?
• Has the joint ever been injured before?
Trauma
Mechanism of Injury
Non-Trauma
Onset
• When and how did the symptoms start?
• How has it changed?
• Have you had this before?
L Funk
Introductions
1. How ya doin’? - Introduction
2. What are you doing here? - Main Complaint
3. Have you been before? – Past Medical History
L Funk
4. Anything else?
L Funk
Introduction

How ya Doin’?
Patients are People Too!!
• Shake Hands
• Introduce yourself Clearly and your Position
L Funk
Main Complaint

Why are you here?
1. Pain
2. Function
– Loss of movement
– Instability / Locking
3. Swelling / Lump
L Funk
PAIN
• Site – where exactly is the pain?
• Radiation – Does it go anywhere else?
• Nature – Can you describe the pain?
• Severity – How bad is the pain?
• Duration – How long have you had the pain?
• Frequency – How often do you get the pain?
• Aggravating factors – What makes the pain worse?
• Relieving Factors – What makes the pain better?
• Related Features – do you get any other symptoms?
L Funk
PAIN
• Localised
• Referred
• Radicular
L Funk
PAIN
• Nociceptive Pain
– Local Tissue damage
– Worse with movement
– Opiates or NSAIDs
• Neurogenic Pain
– Peripheral Nerve or Nerve Root damage
– Pain >> Tissue damage
– Often Sensory changes
– Poor response to Opiates or NSAIDs
L Funk
Function
• Activities of Daily Living
– ADL
• Sports / Recreation
• What can’t you do that you used to be able to do?
• Why?
– Stiffness
– Weakness
– Pain
L Funk
Function
1. Loss of Movement
2. Instability
L Funk
Loss of Movement
• Time of Loss of Movement
• Was there a dislocation?
• Are Active and Passive movements the same?
• Stiff or Loose
• Symptoms of Neurological deficit?
• Symptoms of Tendon rupture?
L Funk
Instability
• Does the joint ‘Give Way’?
– Has it ever given way?
• Does the joint lock?
– What does the patient mean by this?
• Does the joint click or clunk?
L Funk
SWELLING
L Funk
• Has there been swelling?
• How much?
• How soon / how long?
• Has it changed?
• Related Features
– Pain
– Function
Past Medical History

Have you been before?
• Musculoskeletal
– Previous similar symptoms
– Other joints
– Arthritides
– Rheumatic Fever
– TB
L Funk
• Systemic
– Cardiac
– Respiratory
– GIT
– GUT
– Drugs
– Alcohol
– Tobacco
L Funk
Past Medical History

Have you been before?
• Social
– Work
– Sports / Hobbies
– Driving
– Live Alone
– Stairs
– Walking Aids
– Assistance
• Family History
– Musculoskeletal
• Anaesthetic
– Previous
– Problems
Mnemonic
L Funk
M OI/ onset
P ain
F unction
F eeling / Sensation
W eakness
S welling
S tiffness & Stability
M ust
P ass
F ***ing
F inals
W ith
S ome
S tudying
20 year old male
Dislocated his left shoulder playing rugby
Ongoing Instability …
20 year old male
Dislocated his left shoulder playing rugby
Ongoing Instability …
1. Onset:
1. Exact
Mechanism
of Injury
2. Able to continue
playing?
3. Management -
relocated on
pitch/hospital
4. Ease of
relocation
2. Pain:
1. when
2. where
3. Nature of pain
4. Associated
symptoms 

(clicking,
locking,
instability)
3. Function:
1. Able to play?
2. Able to train
(what
training)?
3. If not, why?
(pain,
weakness or
instability)
4. ADL
4. Instability:
1. When
2. What position(s) /
Activity
3. Disloc / Sublux /
Loose
4. Clicking / Locking
5. Associated pain?
Considerations: Labral tear; capsular tear; fracture;
rotator cuff tear; laxity; other joints
58 year old Female
Insidious onset shoulder pain 2 months ago
Pain extremely severe and unable to sleep
58 year old Female
Insidious onset shoulder pain 2 months ago
Pain extremely severe and unable to sleep
1. Onset:
1. Gradual /
Sudden
2. Worsening /
improving
/ no
change
3. Previous
similar?
2. Pain:
1. when
2. where
3. Nature of pain
4. Associated
symptoms 

(clicking,
locking,
instability)
5. Relieving
factors
3. Function:
1. ADL
2. Sleep
3. Work
4. Recreation
Considerations: Calcific tendonitis (most likely); Frozen
Shoulder; ACJ Arthritis; Degenerative cuff tear; Tumour;
Infection; Radicular origin
58 year old Female
Fell 3 months ago injuring shoulder
Normal x-rays, but still painful and
struggling with gardening & housework
58 year old Female
Fell 3 months ago injuring shoulder
Normal x-rays, but still painful and struggling with gardening
& housework
Considerations: Rotator cuff tear; Greater tuberosity fracture;
Post-traumatic Frozen Shoulder
NOT Labral injury!
1. Onset:
1. Exact
Mechanis
m of Injury
2. Able to
continue
with ADL?
3. Management
at the time
2. Pain:
1. when
2. where
3. Nature of pain
4. Associated
symptoms
3. Function:
1. ADL
2. Sleep
3. Recreation
4. Work
72 year old Farmer
Elbow pain for 2 years
Increasing in severity
72 year old Farmer
Elbow pain for 2 years
Increasing in severity
Considerations: Arthritis (most likely); Epicondylitis;
Biceps/Triceps Tendonitis
1. Onset:
1. Gradual /
Sudden
2. Worsening /
improving /
no change
3. Previous
similar?
2. Pain:
1. when
2. where 

(lateral/
medial)
3. Nature of pain
4. Associated
symptoms 

(clicking,
locking,
instability)
5. Relieving
factors
3. Function:
1. ADL
2. Sleep
3. Work
4. Recreation
Case 5
21 year old Rugby player
Fell onto outstretched hand
Felt a clunk
Very painful medial side of elbow
Case 5
21 year old Rugby player
Fell onto outstretched hand
Felt a clunk
Very painful medial side of elbow
1. Onset:
1. Exact
Mechanism
of Injury
2. Able to continue
playing?
3. Management - ?
dislocated /
subluxed - ?
relocated on
pitch/hospital
4. Ease of
relocation
2. Pain:
1. when
2. where
3. Nature of pain
4. Associated
symptoms 

(clicking,
locking,
instability)
3. Function:
1. Able to play?
2. Able to train
(what
training)?
3. If not, why?
(pain,
weakness or
instability)
4. ADL
4. Instability:
1. When
2. What position(s) /
Activity
3. Disloc / Sublux /
Loose
4. Clicking / Locking
5. Associated pain?
Considerations: 

Traumatic instability; fractures
Case 6
18 year old female
Right handed
Keen tennis player
Painful & clicking right scapula
No recollection of injury
Case 6 18 year old female
Right handed
Keen tennis player
Painful & clicking right scapula
No recollection of injury
1. Onset:
1. Gradual /
Sudden
2. Worsening /
improving /
no change
3. Previous
similar?
2. Pain:
1. when
2. where
3. Nature of pain
4. Associated
symptoms 

(clicking,
locking,
instability)
5. Relieving factors
3. Function:
1. ADL
2. Sleep
3. Work
4. Recreation
4. Other:
1. Other joints
2. Family Hx
3. Spinal
Considerations: Snapping Scapula; Scapula Dyskinesis;
Secondary to GHJ Instability; Hyperlaxity; Overhead Athlete
Thank You
Lennard Funk, 2015

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History Taking Case Examples Shoulder and Elbow

  • 3. The History is usually the most important step to a correct Diagnosis L Funk HISTORY EXAMINATION INVESTIGATIONS DIAGNOSIS 60% 90% 100%
  • 4. • Be Systematic: – Pain – Function • Loss of Movement (stiffness/weakness) • Instability – Swelling – Systemic History L Funk
  • 6. L Funk Traumatic / Non-traumatic
  • 7. The importance of understanding the mechanism of injury can not be underestimated - it gives clues to the personality of the fracture and the treatment required: • When and how did the incident occur? • What exactly happened to the limb? • How much force was applied? • Has the joint ever been injured before? Trauma Mechanism of Injury
  • 8. Non-Trauma Onset • When and how did the symptoms start? • How has it changed? • Have you had this before?
  • 9. L Funk Introductions 1. How ya doin’? - Introduction 2. What are you doing here? - Main Complaint 3. Have you been before? – Past Medical History L Funk 4. Anything else?
  • 10. L Funk Introduction
 How ya Doin’? Patients are People Too!! • Shake Hands • Introduce yourself Clearly and your Position L Funk
  • 11. Main Complaint
 Why are you here? 1. Pain 2. Function – Loss of movement – Instability / Locking 3. Swelling / Lump L Funk
  • 12. PAIN • Site – where exactly is the pain? • Radiation – Does it go anywhere else? • Nature – Can you describe the pain? • Severity – How bad is the pain? • Duration – How long have you had the pain? • Frequency – How often do you get the pain? • Aggravating factors – What makes the pain worse? • Relieving Factors – What makes the pain better? • Related Features – do you get any other symptoms? L Funk
  • 14. PAIN • Nociceptive Pain – Local Tissue damage – Worse with movement – Opiates or NSAIDs • Neurogenic Pain – Peripheral Nerve or Nerve Root damage – Pain >> Tissue damage – Often Sensory changes – Poor response to Opiates or NSAIDs L Funk
  • 15. Function • Activities of Daily Living – ADL • Sports / Recreation • What can’t you do that you used to be able to do? • Why? – Stiffness – Weakness – Pain L Funk
  • 16. Function 1. Loss of Movement 2. Instability L Funk
  • 17. Loss of Movement • Time of Loss of Movement • Was there a dislocation? • Are Active and Passive movements the same? • Stiff or Loose • Symptoms of Neurological deficit? • Symptoms of Tendon rupture? L Funk
  • 18. Instability • Does the joint ‘Give Way’? – Has it ever given way? • Does the joint lock? – What does the patient mean by this? • Does the joint click or clunk? L Funk
  • 19. SWELLING L Funk • Has there been swelling? • How much? • How soon / how long? • Has it changed? • Related Features – Pain – Function
  • 20. Past Medical History
 Have you been before? • Musculoskeletal – Previous similar symptoms – Other joints – Arthritides – Rheumatic Fever – TB L Funk • Systemic – Cardiac – Respiratory – GIT – GUT – Drugs – Alcohol – Tobacco
  • 21. L Funk Past Medical History
 Have you been before? • Social – Work – Sports / Hobbies – Driving – Live Alone – Stairs – Walking Aids – Assistance • Family History – Musculoskeletal • Anaesthetic – Previous – Problems
  • 22. Mnemonic L Funk M OI/ onset P ain F unction F eeling / Sensation W eakness S welling S tiffness & Stability M ust P ass F ***ing F inals W ith S ome S tudying
  • 23. 20 year old male Dislocated his left shoulder playing rugby Ongoing Instability …
  • 24. 20 year old male Dislocated his left shoulder playing rugby Ongoing Instability … 1. Onset: 1. Exact Mechanism of Injury 2. Able to continue playing? 3. Management - relocated on pitch/hospital 4. Ease of relocation 2. Pain: 1. when 2. where 3. Nature of pain 4. Associated symptoms 
 (clicking, locking, instability) 3. Function: 1. Able to play? 2. Able to train (what training)? 3. If not, why? (pain, weakness or instability) 4. ADL 4. Instability: 1. When 2. What position(s) / Activity 3. Disloc / Sublux / Loose 4. Clicking / Locking 5. Associated pain? Considerations: Labral tear; capsular tear; fracture; rotator cuff tear; laxity; other joints
  • 25. 58 year old Female Insidious onset shoulder pain 2 months ago Pain extremely severe and unable to sleep
  • 26. 58 year old Female Insidious onset shoulder pain 2 months ago Pain extremely severe and unable to sleep 1. Onset: 1. Gradual / Sudden 2. Worsening / improving / no change 3. Previous similar? 2. Pain: 1. when 2. where 3. Nature of pain 4. Associated symptoms 
 (clicking, locking, instability) 5. Relieving factors 3. Function: 1. ADL 2. Sleep 3. Work 4. Recreation Considerations: Calcific tendonitis (most likely); Frozen Shoulder; ACJ Arthritis; Degenerative cuff tear; Tumour; Infection; Radicular origin
  • 27. 58 year old Female Fell 3 months ago injuring shoulder Normal x-rays, but still painful and struggling with gardening & housework
  • 28. 58 year old Female Fell 3 months ago injuring shoulder Normal x-rays, but still painful and struggling with gardening & housework Considerations: Rotator cuff tear; Greater tuberosity fracture; Post-traumatic Frozen Shoulder NOT Labral injury! 1. Onset: 1. Exact Mechanis m of Injury 2. Able to continue with ADL? 3. Management at the time 2. Pain: 1. when 2. where 3. Nature of pain 4. Associated symptoms 3. Function: 1. ADL 2. Sleep 3. Recreation 4. Work
  • 29. 72 year old Farmer Elbow pain for 2 years Increasing in severity
  • 30. 72 year old Farmer Elbow pain for 2 years Increasing in severity Considerations: Arthritis (most likely); Epicondylitis; Biceps/Triceps Tendonitis 1. Onset: 1. Gradual / Sudden 2. Worsening / improving / no change 3. Previous similar? 2. Pain: 1. when 2. where 
 (lateral/ medial) 3. Nature of pain 4. Associated symptoms 
 (clicking, locking, instability) 5. Relieving factors 3. Function: 1. ADL 2. Sleep 3. Work 4. Recreation
  • 31. Case 5 21 year old Rugby player Fell onto outstretched hand Felt a clunk Very painful medial side of elbow
  • 32. Case 5 21 year old Rugby player Fell onto outstretched hand Felt a clunk Very painful medial side of elbow 1. Onset: 1. Exact Mechanism of Injury 2. Able to continue playing? 3. Management - ? dislocated / subluxed - ? relocated on pitch/hospital 4. Ease of relocation 2. Pain: 1. when 2. where 3. Nature of pain 4. Associated symptoms 
 (clicking, locking, instability) 3. Function: 1. Able to play? 2. Able to train (what training)? 3. If not, why? (pain, weakness or instability) 4. ADL 4. Instability: 1. When 2. What position(s) / Activity 3. Disloc / Sublux / Loose 4. Clicking / Locking 5. Associated pain? Considerations: 
 Traumatic instability; fractures
  • 33. Case 6 18 year old female Right handed Keen tennis player Painful & clicking right scapula No recollection of injury
  • 34. Case 6 18 year old female Right handed Keen tennis player Painful & clicking right scapula No recollection of injury 1. Onset: 1. Gradual / Sudden 2. Worsening / improving / no change 3. Previous similar? 2. Pain: 1. when 2. where 3. Nature of pain 4. Associated symptoms 
 (clicking, locking, instability) 5. Relieving factors 3. Function: 1. ADL 2. Sleep 3. Work 4. Recreation 4. Other: 1. Other joints 2. Family Hx 3. Spinal Considerations: Snapping Scapula; Scapula Dyskinesis; Secondary to GHJ Instability; Hyperlaxity; Overhead Athlete