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Osteoarthritis Philippine Orthopaedic Association, Inc. W2106B, PSE Building, Exchange Road, Barangay San Antonio, Ortigas Center, Pasig City Tel. Nos.: 667-3926; 667-3946 Fax No.: 637-9842 E-mail: [email protected] Website: www.philortho.org Board of Trustees 2008 President Vice President Secretary Treasurer Board of Trustees Trustee (Ex-Officio) Francisco P. Altarejos, MD, FPOA Jose S. Pujalte, Jr., MD, FPOA Lauro R. Bonifacio, MD, FPOA Albert U. Dy, Jr., MD, FPOA Emiliano B. Tablante, MD, FPOA Geoffrey R. Battad, MD, FPOA Adrien R. Quidlat, MD, FPOA Julyn A. Aguilar, MD, FPOA Paul Ruel C. Camiña , MD, FPOA (Luzon) Jose Antonio G. San Juan, MD, FPOA (Visayas) Manuel Z. Sison, MD, FPOA (Mindanao) Edward A. Sarrosa, MD, FPOA 173 Osteoarthritis Algorithm for the Management of Osteoarthritis 1 Osteoarthritis 2 With pain, swelling, joint stiffness, loss of motion/function deformity 4 • Narrowed joint space • increased density (sclerosis) of subchondral bone • osteophyte formations or spurs • subchondral cysts 3 X-ray (+) ? Y N Y Severe symptoms and with deformities N Mild to moderate symptoms Mild symptoms •Pharmaceuticals: - analgesics e.g. paracetamol - NSAIDs e.g. aceclofenac, diclofenac, naproxen - COX2-inbitors e.g. celecoxib, etoricoxib - steroids – oral, injectable (intra-articular) - supplements – glucosamine, chondroitin - viscosupplementation - hyaluronic acid, •Non-Pharmaceuticals - physical therapy - braces, walking aids •Lifestyle modification •Weight reduction management •Psychological counseling 9 8 7 6 5 •Surgical options: - Arthroscopy - debridement - Cartilage restoration – mosaic plasty - Joint realignment procedure – osteotomy - Arthrodesis or fusion of joints - Joint replacements FIGURE 1 175 Osteoarthritis Guidelines for the Management of Osteoarthritis Introduction Osteoarthritis is one of the well-known arthritides or affectations of joint and is otherwise also known as degenerative joint disease. As the term suggests, it is of degenerative nature as a consequence of “wear and tear” of a joint in constant motion. Pain, stiffness and loss of mobility characterize osteoarthritis. The resultant pain and loss of function not only diminishes the quality of life but also has significant economic burden to society. The cost of medical care such as physician visits, diagnostic procedures, prescription and even non-prescription medications, physical therapy and surgery are tremendous. These, if combined with difficult to measure costs such as home care, lost wages, decreased employment opportunities, the costs of which are staggering and impose a big economic burden not only to the individual but also to the health care system and the national economy. The condition referred to as osteoarthritis, degenerative arthritis, osteoarthrosis, or hypertrophic arthritis refers to a joint condition characterized by a progressive loss of articular cartilage that is accompanied by inadequate repair of articular cartilage and remodeling of subchondral bone and in its place there is the formation of osteophytes. This condition may affect one or many joints not necessarily at the same time. This condition affects mostly the synovial joints but often the hips, knees, spine, foot and of the hands. A strong association exists between joint degeneration, age and obesity. The cause of osteoarthritis although associated with aging is often unknown since not everybody who ages will have osteoarthritis or they will have osteoarthritis in different degrees of severity. Since the cause is unknown, a definite cure is also unknown but what we know is that early diagnosis and treatment can help minimize symptoms and help patients maintain active life. Recent findings, however, suggest that there may be ways to slow the progression of osteoarthritis. To fully understand and recognize osteoarthritis and thus adequately manage this condition, we need to understand the relevant structure and functioning of the synovial joint, the derangement that lead to the symptoms, and current and potential future treatments. Anatomy and Physiology of Synovial Joints All synovial joints have the same basic structure of articulating surfaces covered with cartilage and supported by subchondral and metaphyseal bone and the inner surfaces of the joint is lined with synovial membranes. A joint capsule with ligaments that link the bones then covers the whole structure. In some joints, a dense fibrous tissue called menisci lie in-between the cartilage surfaces and attached to the joint capsule. The synovial 176 joints may be simple or complex joints depending on the number of articulating surfaces that are involved in the particular joint motion. They can also be a hinge type or the ball and socket types. Joint Stability. The joint biomechanics include stability during motion, lubrication that allows low-friction gliding of cartilage surfaces and load distribution across the joint. Efficient, controlled movement requires dynamic joint stability made possible by the muscles acting across the joint. It is important at this point to stress that anything that changes this smooth and stable joint motion will lead to early joint degeneration. Joint stability are maintained all throughout, that is alignment and contact of articular surfaces at rest or during motion are made possible by the congruence of the joint itself and the restraint afforded by the muscles and ligaments as it acts across the joint. Any laxities therefore in the joint capsule, ligaments and/or muscles are enough to cause joint instability leading to early degenerative conditions. Joint Lubrication. As true in the saying that nothing beats a well-oiled machine the joint in itself is a welllubricated motion and loading machine and much more complicated in a sense. Lubrication decreases friction and wear in the articular cartilage, thus, ensuring a smooth gliding motion of the joint surfaces. Nutrition of the articular cartilage is brought about by the diffusion of the synovial fluid. Again, any condition that will interfere in this mechanism will result to a less efficient joint. The very complex nature of the joint not only involves lubrication but load distribution as well since the joint is not like the common ball-bearing wherein load distribution is equally distributed. The ligaments and muscles participate much in this sense such that they contract at one end or relaxes at the other end or vice-versa to help the joint absorb and distribute the impact or loading. For, example, if one does a skip and jump the stresses generated across the knee joint may not be the same all the time since the way you land on the surface varies. Thus, failure of joint muscular mechanisms of load distribution can increase stresses on cartilage and subchondral and metaphyseal bone, thereby contributing to joint degeneration. Articular Cartilage. Articular cartilage contains only one cell type, the chondrocyte. It is believed that they are avascular and has no nerve cell. They are made up of spheroid and ellipsoid cells scattered throughout a highly organized matrix no more than a few millimeters thick. These thin layers have almost excellent low friction gliding properties and ability to distribute loads, thus, minimizing stresses on the subchondral bone. The chondrocytes depend on diffusion of nutrients and metabolites through the matrix. The matrix consists of a framework of macromolecules filled with water and the macromolecules are collagens, proteoglycans and noncollagenous proteins. The collagens form a fibrillar meshwork that gives the cartilage its tensile strength and form. The proteoglycans on the other hand consist of protein core filament and one or more glycosaminoglycan chains. Osteoarthritis Etiology and Pathophysiology Degenerative joint diseases may be classified into primary or idiopathic and secondary osteoarthritis. Although mentioned earlier that the condition is age related and or due to normal “wear and tear”, it remains a fact that not all joints will end up osteoarthritic or have varying degrees of osteoarthritis. Degenerative joint disease with no clear-cut cause is called primary or idiopathic. Secondary osteoarthritis, on the other hand, are those with associated known cause and they develop earlier in life than the age-related joint disease. The development of primary joint disease as stated is strongly associated with age. Despite this association, however, the relationship between aging and joint degeneration remains unclear and normal joint use has not been shown to cause degeneration. Regular and moderate or even strenuous activity does not appear to accelerate degenerative joint disease in normal joints, meaning those with normal articular surfaces, alignment, static and dynamic stability, innervation and muscle control. Any loss of the above will not render the joint normal. However, we know that any excesses are also bad because intense repetitive loading will also cause joint degeneration. Cyclic loading on the joint stimulates cartilage matrix synthesis, whereas, prolonged static loading or the absence of it as in prolonged joint immobilization causes degradation of the matrix and eventually joint degeneration. On the other hand, joints with known abnormalities that interferes with normal joint function as stated earlier are the secondary type of osteoarthritis. Any disruption in joint anatomy and function including incongruity of joint surfaces, dysplasia, mal-alignment, disturbances in joint enervation and muscle strength and endurance will lead to earlier than expected osteoarthritis. Subjecting these joints to normal loads of daily activities places the joint at risk of developing arthritis. A patient with developmental hip dysplasia early on in life will most likely develop secondary osteoarthritis. Pathophysiology Despite the term osteoarthritis, “itis” meaning an inflammation, there is hardly an inflammatory component in these conditions, unlike in rheumatoid arthritis. The process involves loss of articular cartilage structure accompanied by an attempt of cartilage repair and bone remodeling which can be seen radiologically as spur or osteophyte formations. This process progresses slowly over many years or may stabilize or even improve spontaneously with a decrease in symptoms. The primary changes occur on the articular cartilage only but the symptoms may refer to every structure around the joint. The symptom of pain for instance is not a direct result of articular cartilage loss but spasm of muscles and ligaments around the joint. Progressive cartilage loss may then involve the subchondral bone and ultimately to subchondral bone collapse leading to joint deform- ity. These series of events are seen radiologically as loss of joint height or thinning of the joint space such that in severe cases it appears as if there is no more joint and clinically manifests as severe joint limitation of motion. Clinical Manifestations Pain is by far the most common presenting symptoms that compels the patient to seek consultation. Joint stiffness particularly in the morning or after prolonged activity is the second most important symptom. As joint degeneration progresses, the joint may continually lose motion and the patient may complain of crepitus or grinding sensations over the joint in motion. In more severe cases, the joint may lose motion due to onset of contractures or even soft tissue or bony ankylosis. Joint involvement in osteoarthritis are not necessarily symmetric and usually involves mostly weight-bearing joints, except the hands. Thus, the most commonly involved joints are the knee, hip, spine and hands. Loss of joint motion in varying degrees is next common complaint of patients with osteoarthritis. Active and passive joint motions should be assessed by the clinician. The limitation of joint motion maybe due to pain, incongruity or actual deformity, ligament and capsular contracture, muscle spasm or intra-articular conditions as menisci or loose fragments of cartilage. Diagnosis Based on history and physical examination alone much of this condition can be diagnosed. Plain radiographs will confirm the condition and will present the varying degrees of joint involvement. Invariably, the radiological picture may not correlate with the clinical picture such that in some cases, a very severe x-ray picture may have minimal symptoms or vice versa. Other imaging studies that may help the clinician are bone scans, CTScans, magnetic resonance imaging (MRI), but these are rarely indicated but will help in some cases wherein a closer study of the joint is needed as in pre-operative planning. In some cases, by the time clinical symptoms and radiographic evidence of degenerative joint disease develop, significant degeneration has already occurred which are already irreversible. Early diagnosis and newer modalities may make it possible to prevent progression of the disease condition. Radiography would usually confirm the diagnosis of osteoarthritis and it would usually show narrowed joint space, increased density of subchondral bone and osteophyte formations or spurs. In severe long standing cases the joint will show radiographically in various stages of malalignment, subluxations, or deformities. Some special radiographic films may further help in the diagnosis or even planning for management. Standing films of lower extremity joints or long leg films that will show the true picture of alignment will be of help in the evaluation of patients with osteoarthritis. 177 Osteoarthritis Although plain radiographs may suffice, other imaging studies may corroborate not only in the diagnosis but also in total assessment of patients with osteoarthritis. Bone scintigraphy, CTScanning, and even MRI will provide excellent visualization not only of the bony structures but soft tissue structures as well around the joint. Laboratory tests are used mostly to rule out other conditions rather than confirm the diagnosis of osteoarthritis. The most helpful among these tests would be synovial fluid analyses if the presenting symptom includes joint effusion although joint effusion are quite rare or minimal in osteoarthritis. An exercise program or at least physical therapy would also be needed in patients who eventually need surgery as a pre-operative preparation. Pharmacologic Treatment • Analgesics remain as the treatment for mild osteoarthritis. These are paracetamol, mefenamic acid and acetylsalicylic acid. The more potent ones are opiates and antagonists and the newer classification such as tramadol. These analgesics are sometimes used in combination with muscle relaxants such as eperisone hydrochloride, tizanidine and chlorzoxasone. These combination drugs are given to patients for relief from pain and muscle spasm associated with osteoarthritis. • NSAIDs or the non-steroidal anti-inflammatory drugs acemetacin, naproxen, ketoprofen, piroxicam, diclofenac, aceclofenac, ibuprofen and indomethacin. These drugs offer analgesic effect and anti-inflammatory effect as well. The only adverse effects of NSAIDs are those pertaining to the gastrointestinal tract of which bleeding is foremost. • COX2-inhibitors: Meloxicam, celecoxib, rofe coxib. Diagnostic arthroscopy can be done in some cases for it allows direct visualization or if other intra-articular conditions are suspected specially in early stages of the disease. Treatment The goals of treatment of osteoarthritis are directed towards preserving or at least improving whatever joint condition of a particular patient has at the moment the condition was diagnosed. Treatment would vary according to the severity and the patients expectations and level of activity. In these sense, it may involve simple avoidance of activities that may exacerbate the condition such as impact loading or strengthening the muscles around the joint to the occasional use of only mild analgesics/ anti-inflammatory drugs (NSAIDs). Others may already require physical modalities as physical therapy and still others may already require adaptive aids. In selected patients with moderate to severe osteoarthritis, surgical options may already be required to improve function and quality of life. Patient education and counseling. Understanding the condition on the part of the patient will have a lot to do in the management. Reassuring patients that there is life after osteoarthritis, that there are simple measures that can be resorted to such as exercise programs, physical therapy, weight loss and occasional anti-arthritic medications. Patient education would include advising patients the appropriate type of activities that they can still do and activities that are to be avoided. Some patients may need counseling in order to cope with chronic pain and disability and to relieve anxiety and/or depression. Patients with osteoarthritis involving the weight bearing joints such as the hips, knees and lumbar spines would benefit from a weight loss program to help decrease symptoms and progression of the disease. This is attributed to the decrease in stress loading that the joint is subjected to. An exercise program would include maintaining and increasing whatever range of joint motion that remains. It will also improve muscle strength for increased mobility and function. The exercise program therefore should include: 178 1) range of motion and stretching, 2) muscle strengthening and 3) aerobic exercise to increase endurance and reduce fatigue. Osteoarthritis being an age-old problem has spurred tremendous research towards other medical treatment. A new means of treatment are the “nutriceuticals” such as glucosamine sulfate, chondroitin sulfate and ginger extracts. Treatment has also been brought to where the damage is, such as intra-articular injections of steroids for its anti-inflammatory effects. There is also the visco supplementation with hyaluronic acid which is the main component of synovial fluid that gives it much viscosity. Physical Modalities. Local application of heat, ultrasound, and hydrotherapy offer temporary relief. Supportive Aids and Appliances. The use of splints, braces, canes, walkers, crutches decrease joint loading in an osteoarthritic joint. Shoe modifications aim to reduce the impact or load on weight bearing joints. Modifications in the workplace and even at home are also advocated to make the environment arthritic-friendly. Surgical Treatment. The surgical treatment is meant to decrease or eliminate pain, improve function and the quality of life. This procedure includes techniques that attempt to preserve or restore articular cartilage, realign joints or replace joints and even fuse joints. Results of this procedure are good to excellent although it exposes the Osteoarthritis patient to the risk attendant to surgery such as infections, nerve and blood vessel injuries, venous thrombosis and pulmonary embolism. If no relief is obtained from medical and physical treatment, a patient with moderate to severe osteoarthritis will have to consider surgical options. Delaying surgery until after joint contractures, muscle atrophy and joint instability occur will compromise the results and increase probability of complications. •Cartilage restoration. There are surgical procedures to attempt preserve or restore damaged articular cartilage. Arthroscopic debridement or perforation of subchondral bone to stimulate cartilage formation and replacement of damaged articular cartilage with cultured cartilage grafts had evolved beyond the experimental stage. •Joint realignment procedures. Osteoarthritic joints with identified cause such as mal-alignment are good candidates for these procedures with the end in view of redistributing loads from severely degenerated joint areas. The results of these procedures in certain well selected cases are comparable to joint replacements. More often than not, these are the procedures recommended for young patients with earlier than normal osteoarthritis. Joint replacement with prosthetic implants has over the years evolved successfully to almost include many joints. Most procedures done are those of the hip, knees, shoulder, elbow, ankle and small joints of the fingers. A better implant design and materials had led to successful joint replacements over the years. As stated earlier, total joint replacements are not recommended for younger patients since they have inherent limitations that they do not substitute for the mechanical properties of a normal joint. Implant wear limits its life span, and loosening and implant failure remains a problem. •Arthrodesis or fusion of joints in advanced osteo arthritis relieves pain and restore stability. However, this totally eliminates joint motion and thus, transmits joint loading to other adjoining joints, and thus, might accelerate degeneration of these joints. This also does not restore the mobility that the patient may want. • Joint replacement procedures are done for severe cases where the articular cartilage is replaced with metal (stainless steel alloy) or plastic (polyethylene). This procedure is done in elderly patients mainly because in the young the possibility of revision in the patient is highly possible. 179 Osteoarthritis Recommended Therapeutics (Drugs Mentioned in the Treatment Guideline) The following index lists therapeutic classifications as recommended by the treatment guideline. For the prescriber's reference, available drugs are listed under each therapeutic class. Analgesics Non-Narcotic Analgesics Coxibs Etoricoxib Arcoxia/Arcoxia AC Celecoxib Celebrex Celexib Flamar NSAIDS Aceclofenac Clanza Acemetacin Rantudil Diclofenac Abicfen Cataflam Cataflam Qs Denkoran Difenax Dolfastad Doloflam Drugmaker’s Biotech Diclofenac Neo-Pyrazon/Neo-Pyrazon SR Nepenthe Voltaren Voltaren Emulgel Glucosamine sulfate Viartril-S Ibuprofen Advil Alaxan Alaxan FR Anoflam Dolan FP Drugmaker’s Biotech Paracetamol + Ibuprofen Idyl SR Laberfen Medicol Midol Muskelax Nurofen Syrup Relaxid Restolax Restolax Forte Selxan Skelan Forte Indomethacin Drugmaker’s Biotech Indomethacin Infree Ketoprofen Drugmaker’s Biotech Ketoprofen Ketotop Orudis EC Orudis IV Ketorolac Kortezor Remopain Toradol Mefenamic Acid Algifort 180 Analcid Aprostal Atmose Calibral Dli Mefenamic Acid Dolfenal Dolmetine Dolsten Drugmaker’s Biotech Mefenamic Acid Eurostan Gardan Gisfen Icelax Istan Mecid-A Medianon Mefedon Mefenax Pacimic Pharex Mefenamic Acid Ponstan Ralgec Revalan Ritemed Mefenamic Acid Selmac Sigarax Spegic Stangesic Tynostan Zapan Meloxicam Meloflam Melora Mobic Naproxen Agapro Alpron Drugmaker’s Biotech Naproxen Flanax/Flanax Forte Naprosyn Lle/Naprosyn Lle Forte Piroxicam Drugmaker’s Biotech Piroxicam Feldene/Feldene Flash Flamastat Macroxam Parixam Pirostad Proximax Proglumetacin Afloxan Tenoxicam Tilcotil Para-Aminophenol Derivatives Paracetamol Aldep Alvedon Baropyrine Biogesic Calpol/Calpol Six Plus Crocin DLI Paracetamol Dolexpel Drugmaker’s Biotech Paracetamol Geran Medgenol Meforagesic Naprex Naprinol Neo-Kiddielets Opigesic Pharex Paracetamol Pynal Rexidol Ritemed Paracetamol Saridon Temperal Tempra/Tempra Forte Tylenol Ultragesic Paracetamol/Vitamin B-Complex Dolo-Neurobion Paracetamol/Chlorzoxazone Parafon Forte Salicylates Aspirin (Acetylsalicylic acid) Bayer Aspirin Cortal OPIATES & ANTAGONISTS Butorphanol Stadol Fentanyl Durogesic Sublimaze Morphine sulfate Hizon Morphine Sulfate Relimal CR Nalbuphine Nubain Tramadol Dolcet Dolotral Milador Milador Inj Milador-Retard Siverol Tdl Tramal Skeletal Muscle Relaxants Carisoprodol Lagaflex* Baclofen Lioresal Onelaxant-R Eperisone HCl Myonal Orphenadine Norgesic/Norgesic Forte* Tizanidine Sirdalud Ternelax Topical Analgesics Diclofenac Voltaren Emulgel