Clinical Evaluation of Lymphedema


Key Points

  • The clinician’s role in lymphedema treatment and management is to provide the best diagnosis, treatment plan, and advice as to what will be the most appropriate approach; taking into consideration the stage and severity of lymphedema together with psychosocial status can help predict the amount of participation the patient (and/or caregiver) will be able to contribute to the process.

  • Evidence in the literature supports the reliability of multiple medical approaches for lymphedema diagnosis and treatment.

  • Although lymphedema is generally considered to be a “painless” condition, a variety of symptoms, including pain, tenderness, heaviness, and firmness/tightness, can accompany this disorder and be quite distressing.

  • Symptoms are important when setting goals for treatment, because what the patient considers a successful outcome may differ from what is considered successful for the therapist, physician, or healthcare system.

  • The main objective of lymphedema treatment and management is typically volume reduction and maintenance. Although limb volume is not the sole outcome, identifying when a patient enters volume stabilization is crucial for decision-making regarding proceeding to the maintenance phase of management and further long-term management.

  • Lymphedema severity may require different treatment approaches. The indications for referral to conservative therapy are different from those for referral for surgery.

  • Knowing the extent to which the patient is engaged with therapy helps focus the treatment approach and plan.

  • Multiple measurement modalities are valid and reliable for assessing swelling; however, they are not interchangeable. The selected method must be done repeatedly over time to assess for change.

Introduction

Lymphedema is not a life-threatening condition in the majority of patients; however, it causes physical, functional, emotional, and social distress that can exceed the severity of the condition. The severity of lymphedema may require different treatment approaches. Assessment should begin with a thorough history and physical examination to establish a correct diagnosis and care plan. Each phase of the clinical evaluation must be purposeful to ensure that the patient does not go through unnecessary tests. Lymphedema is a chronic condition for which a cure has not yet been identified; nevertheless, when diagnosed early, intervention may reverse or reduce the condition to the pre-emergent state or minimize its debilitating effects. The indications for referral to conservative therapy are different from those for referral for surgery. This chapter will emphasize the phases that need to be addressed in the clinical evaluation.

Patient History and Assessment

The purposes of a thorough patient history are to identify risk factors for developing lymphedema, identify the cause(s) of swelling, and to explore whether there are contraindications or precautions for treatment.

One of the main issues in deciding which lymphedema classification (transient or chronic; stages I–III) to choose is the response to elevation. For example, stage I lymphedema is when edema subsides after elevation. Knowing what makes lymphedema better helps in planning treatment and giving advice to patients.

Medical History

Risk factors for developing lymphedema for those who have no prior symptoms are outlined in Box 9.1 . Patients may have undergone procedures or treatments that put them at higher risk to develop lymphedema. The most investigated group is patients undergoing treatment for breast cancer; it has been shown that the extent of axillary lymph nodes dissection, axillary radiation, high body mass index (BMI), postoperative infection, and seroma are all associated with a higher risk of developing lymphedema. In a recent study, a small number of gene mutations/haplotypes that are associated with primary lymphedema were found in women after breast cancer treatment, suggesting genomic risk factors for developing lymphedema in this population. Breast cancer survivors are at lifetime risk of developing lymphedema and therefore need to undergo surveillance. Green et al. reported that even women whose limb volumes were stable for 6 months after surgery prior to experiencing a 5% increase in volume had a 94% chance of later developing lymphedema (defined as ≥10% limb volume increase). A study by Damstra et al. found lymphatic dysfunction in patients’ affected lower extremities after one episode of an erysipelas attack, a dysfunction which was evident in the clinically nonaffected leg as well. These findings suggest that people who experience an erysipelas attack are at risk of developing lymphedema and should undergo surveillance and/or engage in risk-reduction activities. Considering the importance of understanding risk factors for the development of lymphedema and the limitations in our current knowledge, rigorous research with well-defined outcomes, adequate patient sample sizes, and prospective surveillance is imperative.

Box 9.1
Risk Factors for Lymphedema of the Upper and Lower Limbs

Upper Limb/Trunk Lymphedema

  • Age

  • Family or personal history of lymphedema

  • Genetic predisposition to lymphedema

  • Premorbid conditions

  • Medications causing fluid retention/imbalance

  • Body mass index

  • Type of surgery and node dissection

  • Re-excision of tumor for clear margins

  • Breast radiation

  • Axillary radiation

  • Chemotherapy (e.g., taxane)

  • Postoperative trauma and infection(s)

  • Weight gain during/after treatment

  • Cording and seroma formation

  • Congenital predisposition

  • Insertion of pacemaker

  • Arteriovenous shunt for dialysis

  • Living in or visiting a lymphatic filariasis endemic area

  • Trauma in an “at-risk” arm (venipuncture, blood pressure measurement, injection)

Lower Limb Lymphedema

  • Inguinal, suprafemoral, para-aortic, pelvic, and iliac lymph node dissection

  • Postoperative radiotherapy

  • Recurrent soft tissue infection at the same site

  • Surgery or trauma to the limb (e.g., total knee replacement)

  • Obesity

  • Varicose vein stripping and vein harvesting

  • Genetic predisposition/family history of chronic edema

  • Advanced cancer

  • Intrapelvic or intra-abdominal tumors that involve or directly compress lymphatic vessels

  • Poor nutritional status

  • Thrombophlebitis and chronic venous insufficiency, particularly post-thrombotic syndrome

  • Any unresolved asymmetrical edema

  • Chronic skin disorders and inflammation

  • Concurrent illnesses such as phlebitis, hyperthyroidosis, kidney, or cardiac disease

  • Immobilization and prolonged limb dependency

  • Living in or visiting a lymphatic filariasis endemic area

Based on evidence, expert opinion, and clinical observation.

Known Etiology of Lymphedema

The diagnosis of primary lymphedema was once applied to all lymphedemas that were not deemed as related to surgery or injury. Recent work has focused on the phenotyping of primary lymphedema and distinguishes between lymphedemas and lymphatic dysplasia and syndromes. Primary lymphedema can be clinically classified as “congenital lymphedema,” which can manifest as swelling from birth to 2 years of age; “lymphedema praecox,” from 2 to 35 years of age; or “lymphedema tarda,” onset after 35 years of age. Currently, focus is being placed on classifying nonsecondary lymphedemas into more condition-specific categories, clinically referred to as lymphatic dysplasias, or connecting the lymphatic disorder to a syndrome. In many cases, a malformation of the lymphatic system will be evident in imaging (e.g., aplasia, hyperplasia, or hypoplasia—see p. 4–5). Currently, at least 20 gene mutations have been identified that are associated with lymphedema. These include vascular endothelial growth factor receptor 3 ( VEGFR3 ), which is associated with some familial Milroy lymphedema, first described in 1998, and FOXC2 (for more details, see Brouillard et al.). Others still are yet to be identified, as there are classified lymphedema-associated syndromes without identified genetic mutations.

Secondary lymphedema is associated with an extrinsic event (e.g., cancer, radiation, vascular disorders, trauma, skin infections, operations). The most researched etiology for lymphedema is that secondary to breast cancer. This may be due to the large numbers in which lymphedema occurs and the years of survivorship possible with modern cancer treatment, as well as the high visibility of the swollen upper extremity. Lymphedema secondary to breast cancer can manifest itself in swelling of the whole upper quadrant of the truncal regions (front and back of the chest wall and arm); however, usually swelling (and sensation changes) will start in a specific region and in time will progress to other territories. Stanton et al. demonstrated in their study that the mechanism is not similar to a stopcock, rather the lymphatic change represents impaired function resulting in a regional swelling. Therefore, lymphedema can start at the forearm or the hand and proceed proximally or at the upper extremity proximally and proceed distally. There has been some work looking at genetic predisposition to developing secondary lymphedema, and this will continue to be an area of further research.

Another cause of secondary lymphedema is venous insufficiency in which the venous hypertension exceeds the lymphatic transport capacity leading to chronic edema complicated frequently by chronic ulcers. Chronic ulcers of various etiologies can occur when swelling is involved and can benefit from compression bandaging. However, proper wound care should be administered, and all the information regarding chronicity, depth, size, and treatment should be obtained in order for a good collaboration between healthcare providers and the lymphedema therapist.

Co-morbidities

Comorbidities involve other conditions that may cause swelling or exacerbate lymphedema ( Box 9.2 ) or that may be considered contraindications for lymphedema treatment ( Box 9.2 ). An example is chronic heart failure in which both legs may be edematous. This type of swelling should be treated with the appropriate cardiac care. However, if swelling persists after elevation and medication for the cardiac condition, compression bandaging can shift fluid centrally. A cardiologist should be consulted as treatment begins and continues.

Box 9.2
Differential Diagnosis of Lymphedema and the Contraindications or Precautions for Each Diagnosis
Adapted with permission from Lymphoedema Framework. Best Practice for the Management of Lymphoedema. International Consensus . London: MEP Ltd.; 2006. https://www.lympho.org/portfolio/best-practice-for-the-management-of-lymphoedema .

Unilateral Limb Swelling

  • Acute deep vein thrombosis (C/I: IPC)

  • Post-thrombotic syndrome

  • Arthritis

  • Baker cyst

  • Presence/recurrence of malignancy

Symmetrical Swelling

  • Congestive heart failure (C/I: IPC, CB)

  • Renal dysfunction (C/I: IPC, MLD)

  • Hepatic dysfunction

  • Hypoproteinemia

  • Hypothyroidism/myxedema

  • Lipoedema

  • Idiopathic sodium retention

  • Severe arterial insufficiency (ABPI <0.5) (C/I: IPC, CB)

  • Severe peripheral neuropathy (C/I: IPC, CB)

  • Pulmonary embolism (C/I: IPC)

  • Acute inflammations of the skin (e.g., cellulitis/erysipelas [C/I: IPC, MLD]

  • Pulmonary edema (C/I: IPC)

  • Active metastatic disease affecting edematous region (C/I: IPC)

  • Superior vena cava obstruction (C/I: MLD)

  • Tuberculosis and/or malaria (C/I: MLD)

  • Unstable hypertension (C/I: MLD)

  • Hepatic cirrhosis with abdominal fluid (ascites) (C/I: MLD)

ABPI , Ankle-brachial pressure index; CB , lymphedema compression bandaging; C/I , contraindicated; IPC , intermittent pneumatic compression; MLD , manual lymphedema drainage.

Medications

Drugs that have a side effect of swelling ( Box 9.3 ) can either cause or exacerbate lymphedema. Swelling will not always appear immediately after taking the drugs; therefore, establishing causality is difficult. However, when there are other drugs available that do not cause swelling, these patients may benefit from these alternatives. When there is no possibility of replacing the drug and the edema is manageable (e.g., when swelling disappears with elevation), compression stockings can be provided for lymphedema care.

Box 9.3
Drugs That May Be Associated with Lymphedema
Adapted from Keeley V. Drugs that may exacerbate and those used to treat lymphoedema. J Lymphoedema . 2008;3(1):57–65; and Keeley V, Drugs and lymphoedema: those which may cause oedema or make lymphoedema worse. LymphLink . 2012;24(4):1–3. See also Tesar E, Armer JM. Effect of common medications on breast cancer-related lymphedema. Rehabil Oncol . 2018;36(1):7–12. doi:10.1097/01.REO.0000000000000105

  • Calcium channel blockers (amlodipine, felodipine, nifedipine, diltiazem)

  • Corticosteroids (e.g., prednisolone and dexamethasone, fludrocortisone)

  • Nonsteroidal anti-inflammatories (e.g., diclofenac, ibuprofen, naproxen, celecoxib)

  • Alfa blockers (e.g., doxazosin)

  • Sex hormones and related compounds (estrogen [hormone-replacement therapy], anastrozole, tamoxifen, megestrol)

  • Antipsychotics (e.g., risperidone, fluphenazine, olanzapine)

  • Anticonvulsants (e.g., pregabalin, gabapentin)

  • Antidepressants (e.g., trazodone, mirtazapine, paroxetine)

  • Antidiabetics (e.g., rosiglitazone, pioglitazone)

  • Anti-Parkinsonians (e.g., amantadine, cabergoline, ropinirole)

  • Bisphosphonates (e.g., for cancer treatment: zoledronic acid, risedronate, tiludronate)

  • Cytotoxic chemotherapy (e.g., docetaxel)

  • Sirolimus—decreases the action of the immune system

  • Potassium channel activator—diazoxide for hypoglycemia

  • Minoxidil (Rogaine)—alopecia androgenetica in both men and women

  • Proton pump inhibitors (e.g., esomeprazole, omeprazole, lansoprazole, pantoprazole)

  • Other drugs (anagrelide, atorvastatin, cilostazol, ciprofloxacin, etretinate, glatirimer acetate, isosorbide dinitrate, itroconazole, metoclopramide, nicotinic acid, orlistat, pentoxifylline, tacrolimus, voriconazole)

Social Situation and Level of Support

Armer published a model that showed that social support and coping style are protective mechanisms for outcomes of breast cancer–related lymphedema, such as quality of life and functional health status. In a clinical setting, a patient who has support from a family member may be able to adhere to the treatment regimen more readily than the patient who is coping alone.

Screening Tests

The purpose of screening tests, such as laboratory draws and ultrasound imaging or ankle-brachial pressure index (ABPI) testing ( Box 9.4 ), is to determine the etiology of edema, pain, or redness when clinical history and manifestation are not sufficient. Ruling out infection, vascular or arterial disease, lymphangiosis carcinomatosa, and other morbidities or conditions must occur before a diagnosis of lymphedema can be made and corresponding therapies initiated. When diagnosis of lymphedema is uncertain or difficult, referral to a lymphologist or physiatrist experienced in lymphedema is recommended. For example, redness of the skin that accompanies swelling can be caused by erysipelas infection. However, lymphangiosis carcinomatosa (an inflammation of the lymph vessels which can be associated with cancer) can manifest in the same way. Laboratory assessment for infection may demonstrate a pronounced leukocytosis, elevated C-reactive protein (CRP), and the blood cultures which are positive for group A streptococci (indicating erysipelas) or Staphylococcus aureus .

Box 9.4
Screening Investigations for Differential Diagnoses of Lymphedema
Adapted with permission from Lymphoedema Framework. Best Practice for the Management of Lymphoedema. International Consensus . London: MEP Ltd.; 2006. https://www.lympho.org/portfolio/best-practice-for-the-management-of-lymphoedema .

  • Blood tests:

    • 1.

      Complete blood count

    • 2.

      Urea and electrolytes

    • 3.

      Thyroid function tests

    • 4.

      Liver function tests

    • 5.

      Plasma total protein and albumin

    • 6.

      Fasting glucose

    • 7.

      Erythrocyte sedimentation rate/C-reactive protein

    • 8.

      β-Natriuretic peptide

    • 9.

      Consider genetic sequencing panel (diagnosis of primary LE)

  • Urine dipstick testing, including observation for chyluria

  • Ultrasound/Doppler (including ankle-brachial pressure index)

  • Chest X-ray

  • MRI/CT

CT , Computed tomography; LE , lymphedema; MRI , magnetic resonance imaging.

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