The Orthopaedic Examination: A Comprehensive Overview


The author wishes to acknowledge the contribution of John G. Birch for his work in the previous edition version of this chapter.

This chapter covers many aspects of the general musculoskeletal and neuromuscular examination of the neonate, infant, child, and adolescent. Because proper function of the musculoskeletal system depends on proper functioning of the neurologic system, the boundary between orthopaedics and neurology is often blurred at the diagnostic level. While some children present to the orthopaedic team with obvious deformities or disabilities, a great many children come in for minor deviations which are concerning to parents, and sometimes especially grandparents. Many of these can be easily diagnosed as normal variations, but the clinician must be able to recognize and accurately describe findings which may be indicators of more serious problems. It is especially imperative that the examiner be familiar with the normal sequence of neuro-developmental milestones which occur throughout childhood. It is also the obligation of the orthopaedic practitioner to fully evaluate the child in order to recognize symptoms and signs of syndromic disorders which may have been missed by others.

Recognizing Deformities

The examination of a child begins with an overall assessment. While beyond the scope of this chapter, abnormalities of any part of the body may give clues to an orthopaedic diagnosis. Examples are numerous and include facial features of osteogenesis imperfecta, the body habitus of Marfan syndrome, or the café o lait skin lesions of neurofibromatosis. Musculoskeletal abnormalities may present with asymmetries of body proportion, abnormalities of gait, visible angular deformities, and missing parts. The examiner should strive for accuracy and specificity in making a description of findings.

Angular Deformity

The clinician first needs to know and recognize the normal alignment and deviations of the limbs of the growing child. Infants usually appear to have bowed and internally rotated lower extremities which gradually straighten with growth. Parents need education and reassurance relative to normal deviations, and clinicians need to recognize more significant deviations from normal.

Alignment deviations in the coronal plane are described as valgus, in which the apex of angulation points to the midline, and varus, in which the apex points away from the midline ( Figs. 3.1 and 3.2 ). Thus, “knock knee” is called genu valgus and the term for bowlegs is genu varus ( Fig. 3.3 ). Deviations in the sagittal plane are termed procurvatum in which the apex of the bow is anterior and recurvatum with the angulation pointing posteriorly ( Fig. 3.4 ).

FIG. 3.1, Measurement of the carrying angle of the elbow joint (cubitus valgus).

FIG. 3.2, Measurement of the standing femoral-tibial angle at the knee.

FIG. 3.3, A child with severe bow legs, termed genu varus.

FIG. 3.4, A child with markedly hyperextended knees, termed genu recurvatum.

Most clinicians describe angulation by a visual estimate. A hinged goniometer may be used for greater accuracy. , , Clinical photographs are especially useful to determine if deformities are improving or worsening over time.

So-called “normal” alignment variations have been studied extensively. , , With the elbow in full extension, the angle at the elbow, called the carrying angle, is approximately 15 degrees of valgus. Normal variations range from a near zero degrees of valgus to 20 degrees or more. Malunited elbow fractures often result in a varus deformity.

The lower extremity alignment in infancy is usually 10 to 15 degrees of varus angulation. Between ages 14 and 22 months the knee is usually straight, or at zero degrees of angulation. By age 3 there is approximately 10 to 15 degrees of valgus angulation. This angulation decreases such that by age 7 or 8 the adult alignment of 5 to 7 degrees of valgus has been reached. ,

Most clinicians describe angulation as visual estimates, and for greater accuracy a hinged goniometer may be used. Clinical photographs are very useful to determine if deformities are improving or worsening over time.

Range of Motion

Joint motion is judged in several ways ( Box 3.1 ). First, passive range is recorded, and a number of conditions may influence the evaluation of actual joint motion. When the patient has a neurologic abnormality such as spasticity, the rate with which the joint is moved alters the response of the opposing muscle. If the joint is moved quickly, the spastic muscle will fire quickly limiting that motion. If moved slowly, the joint motion will be greater. Another type of neuromuscular dysfunction produces rigidity in which movements in all directions are limited by opposing muscle firing.

Box 3.1
Description of Joint Motions

  • Flexion: Act of bending a joint; a motion away from the zero starting position.

  • Extension: Act of straightening a joint; a return motion to the zero starting position.

  • Hyperextension: When the motion opposite to flexion is an extreme or abnormal extension (as may be seen with the knee or elbow joint), and the joint extends beyond the zero starting position.

  • Abduction: Lateral movement of the limbs away from the median plane of the body, or lateral bending of the head or trunk.

  • Adduction: Movement of a limb toward the median plane of the body.

  • Supination: Act of turning the forearm or hand so that the palm of the hand faces upward or toward the anterior surface of the body.

  • Pronation: Turning of the palm of the hand so that it faces downward or toward the posterior surface of the body.

  • Inversion: An inward turning motion (seen primarily in the subtalar joint of the foot).

  • Eversion: An outward turning motion.

  • Internal (inward) rotation: Process of turning on an axis toward the body.

  • External (outward) rotation: Process of turning on an axis away from the body (opposite motion of internal rotation).

Next the active range of motion is noted, and testing against resistance is useful in determining muscle strength and function. The examiner must distinguish several things in the analysis of joint motion. When passive range of motion exceeds active range, there is usually a neural or muscular deficit. Pain may also limit active motion. With limitation of motion the examiner must consider the relevant muscular anatomy. For example, a contracture of the gastrocnemius limits ankle dorsiflexion to a greater degree when the knee is extended than when the knee is flexed. The anatomic explanation for the different motion relates to the muscular origin of gastrocnemius on the posterior femur. Because the muscle crosses the knee, when the knee is extended the muscle is maximally stretched resulting in decreased ankle dorsiflexion. The examiner should report the range of motion of ankle dorsiflexion with the knee extended and also with the knee flexed. Similarly, when the hamstring muscles are shortened, knee extension is limited a small amount when the hip is extended, but is much more limited when the hip is flexed. a

a References , , , , , .

A joint contracture is a lack of passive motion relative to the normal range for that joint. There are many varied causes of contractures, including internal derangements, arthritis, injury, and congenital anomaly. In neurologic disorders, joint motion may be further limited by the firing of related spastic muscles. These functional decreases in motion are not true contractures and must be so noted.

Joint range of motion varies based on age of the person. Relative to older children, neonates have less shoulder abduction, more hip external rotation and less hip internal rotation, more ankle dorsiflexion and less ankle plantar flexion. Neonates also have flexion contractures of the elbow, hip, and knee. , , , By age 3 months the child usually has an adult arc of motion at all joints except the hip which reaches adult values around age 2 years. , , In general children tend to have greater joint motion than adults. It is also noted that girls frequently have greater joint range of motion than boys. , ,

A joint contracture is a lack of passive motion relative to the normal range for that joint. There are many varied causes of contractures, including internal derangements, arthritis, injury, and congenital anomaly. In neurologic disorders, joint motion may be further limited by the firing of related spastic muscles. These functional decreases in motion are not true contractures and must be so noted.

The Shoulder

The shoulder has the greatest range of motion of any joint in the body, allowing a myriad of positions and planes of motion. Shoulder motion is divided into true glenohumeral motion, pure scapulothoracic motion, and combined glenohumeral and scapulothoracic motion ( Fig. 3.5 ). Extension (backward motion) and flexion (forward motion) of the shoulder occur in the sagittal plane ( Fig. 3.6 ). Abduction and adduction of the shoulder occur only in the horizontal plane from the midsagittal zero position of the body ( Fig. 3.7 ). Abduction is motion of the arm away from the midsagittal axis of the body; adduction is movement of the arm toward the axis.

FIG. 3.5, Total shoulder motion is a combination of scapulothoracic and glenohumeral movement. Stabilizing the scapula (A) allows the examiner to assess glenohumeral motion (B). Leaving the scapula free allows the examiner to assess total shoulder motion (C). Scapulothoracic motion is responsible for the difference between the motion measured in B and C.

FIG. 3.6, Extension (backward motion; A) and flexion (forward motion; B) of the shoulder in the sagittal plane.

FIG. 3.7, Abduction and adduction of the shoulder in the horizontal plane from the midsagittal zero position of the body.

During the physical examination, shoulder motion is assessed with the patient standing. The term elevation (i.e., flexion) is used to define all upward motions of the humerus in any plane (see Fig. 3.6B ). The zero starting position is with the arm at the side of the body. When assessing range of elevation of the glenohumeral joint, the examiner immobilizes the scapula against the thorax (see Fig. 3.5A ). In combined glenohumeral and scapulothoracic motion, the scapula rotates upward and forward over the chest wall, allowing the shoulder to elevate to 180 degrees (see Fig. 3.5B and C ).

When the shoulder is elevated, the first 20 degrees of motion represents pure glenohumeral joint motion, and the scapula does not move ( Fig. 3.8A ). After this point, continued elevation of the arm results in combined movement of the glenohumeral and scapulothoracic articulations in a 2:1 ratio (i.e., for every 3 degrees of total shoulder elevation, 2 degrees of elevation represents motion of the glenohumeral joint and 1 degree of elevation comes from the scapulothoracic joint ; see Fig. 3.8B ). When the scapula is immobilized, pure glenohumeral elevation is approximately 90 degrees (see Fig. 3.8C ). At approximately 120 degrees of combined shoulder elevation, the surgical neck of the humerus abuts the acromion process (see Fig. 3.8D ). Complete elevation of the shoulder (i.e., 180 degrees) is a combined glenohumeral and scapulothoracic movement (see Fig. 3.8E ).

FIG. 3.8, (A) When the shoulder is elevated, the first 20 degrees of movement represents pure glenohumeral joint motion; the scapula does not move. (B) From this point, continued elevation of the arm results in combined movement of the glenohumeral and scapulothoracic articulations in a 2:1 ratio. (C) When the scapula is immobilized, pure glenohumeral elevation is approximately 90 degrees. (D) At approximately 120 degrees of combined shoulder elevation, the surgical neck of the humerus abuts the acromion process. (E) Complete elevation of the shoulder (i.e., 180 degrees) is a combined glenohumeral and scapulothoracic movement and is made possible by external rotation of the shoulder, which turns the surgical neck of the humerus away from the tip of the acromion and increases the articular surface of the humeral head.

Shoulder extension (posterior elevation) is motion of the extended arm in the opposite direction from that of forward elevation (see Fig. 3.6A ). For maximum extension, the shoulder must rotate internally. Normally, the shoulder is able to extend 45 to 55 degrees.

Internal and external shoulder rotation are assessed with the patient’s arm in the neutral position and the examiner standing in front of the patient. The patient’s elbow must be at the side of the body and flexed 90 degrees. The forearm, which is parallel to the sagittal plane of the body, is rotated internally toward the sagittal axis of the body and externally away from the body. The shoulder is the axis and the forearm is the indicator of motion ( Fig. 3.9A ). The normal range of internal shoulder rotation is 50 to 60 degrees (the chest wall blocks its motion), and the normal range of external shoulder rotation is 40 to 45 degrees.

FIG. 3.9, (A) Internal and external rotation of the shoulder measured with the arm at the side of the body. Normal range of internal rotation is 50 to 60 degrees; normal range of external rotation is 40 to 45 degrees. (B) Internal and external rotation measured with the shoulder in neutral zero position at 90 degrees of elevation and 90 degrees of abduction (i.e., the forearm is parallel to the floor). Internal rotation moves the arm inferiorly toward the floor; external rotation moves the shoulder superiorly toward the ceiling.

Shoulder rotation may also be assessed with the neutral zero position of the shoulder at 90 degrees of elevation and 90 degrees of abduction, and with the forearm parallel to the floor (see Fig. 3.9B ). In internal rotation, the arm is moved inferiorly toward the floor, with the average internal rotation approximately 70 degrees. Restricted internal rotation in this position may be due to shoulder instability. In external rotation, the shoulder is moved superiorly toward the ceiling, with the average external rotation approximately 100 degrees.

There are a number of quick and easy methods of clinically estimating active shoulder range of motion. To measure shoulder elevation, the patient should stand with elbows straight and forearms fully supinated, and then raise both arms vertically and touch the fingers over the head ( Fig. 3.10A ). To measure horizontal abduction and external rotation, the patient should place both hands behind the neck and push the elbows posteriorly (see Fig. 3.10B ). Adduction and internal rotation are measured by having the patient reach across the chest and touch the opposite shoulder (see Fig. 3.10C ). Extension, internal rotation, and adduction are tested by having the patient reach behind the back and touch the lower angle of the opposite scapula (see Fig. 3.10D ). Elevation, internal rotation, and adduction are tested by having the patient reach behind the head and neck and touch the upper angle of the opposite scapula (see Fig. 3.10E ). Finally, having the patient reach behind the back and touch the opposite buttock allows the examiner to measure extension, adduction, and internal rotation (see Fig. 3.10F ). (These measurements are best used comparing both sides.)

FIG. 3.10, Quick method of clinically assessing active shoulder range of motion. (A) Elevation of both shoulders. (B) Horizontal abduction and external rotation. (C) Adduction and internal rotation. (D) Extension, internal rotation, and adduction. (E) Elevation, internal rotation, and adduction. (F) Extension, adduction, and internal rotation.

The Elbow

The elbow is a joint with both a hinge component between the humerus and the radial head and the ulna, and a rotary component between the capitellum and the radial head ( Fig. 3.11 ). , The hinge component allows flexion to around 160 degrees and extension to neutral or zero degrees. In some individuals hyperextension to 10 or 15 degrees is found. ,

FIG. 3.11, (A) Normal arc of elbow flexion and extension. In the zero starting position the elbow is fully extended and straight (0 degrees), and the forearm is supinated. (B) Examples of limited arcs of elbow motion.

The Forearm

The rotary motion of the forearm is termed pronation as the hand is rotated to the palm down position. The opposite motion of turning the hand upward is termed supination. This motion of the forearm involves the humerocapitellar joint, the proximal radioulnar joint, and the distal radioulnar joint. The neutral position is when the palm is parallel to the sagittal plane, and pronation usually reaches 80 degrees and supination 90 degrees ( Fig. 3.12 ). , ,

FIG. 3.12, Supination is turning of the palm forward or anteriorly, such that the palm faces up. Pronation is turning of the palm backward or posteriorly, such that the palm faces down.

The Cervical Spine

In the neutral position the head is level with the ears parallel to the ground, the orbits facing ahead, and the chin centered over the midline. Head motions are termed tilt, or lateral bending ( Fig. 3.13 ) as the ear approaches the shoulder in the coronal plane, rotation as the head moves in the horizontal plane with the chin approaching the shoulder ( Fig. 3.14 ), flexion and extension as the chin moves toward and away from the sternum in the sagittal plane ( Fig. 3.15 ). Right and left tilt occur to around 50 degrees, right and left rotation to 90 degrees, and flexion usually allows the chin to touch the sternum and extension to approximately 70 degrees. b

b References , , , , , , .

The vertebral levels involved in cervical motions are noted in Boxes 3.2 and 3.3 .

FIG. 3.13, Assessment of lateral bending of the cervical spine.

FIG. 3.14, Measurement of rotation of the cervical spine.

FIG. 3.15, Assessment of flexion and extension of the cervical spine.

Box 3.2
Cervical Range of Motion at Different Vertebral Levels

  • Occiput to C1: Substantially greater extension than flexion

  • C1–6: Flexion and extension approximately equal

  • Lower cervical segments: Flexion/extension greater, with maximum movement at C5–6

  • C6–T1: Flexion greater than extension, particularly at C7–T1

Box 3.3
Movement of the Vertebrae at Various Levels of the Cervical Spine

  • C1–2: 55%–60% of rotation occurs at this level.

  • Occiput to C5: Flexion is coupled with rotation.

  • C5–7: Extension is combined with rotation.

  • Upper cervical spine: Lateral bending goes in opposite direction of rotation.

  • Lower cervical spine: Bending goes in same direction as rotation.

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