Lesson Three
Physical Examination of the Shoulder - Part One
Maren Mahowald, M.D.
University of Minnesota
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Importance of Physical Examination

The physical examination of the shoulder region represents the translation of structural and functional anatomy knowledge into clinical knowledge and skill. The key elements of the comprehensive, systematic shoulder examination are designed to localize sites of pathology and to reproduce the patient's pain with various physical examination maneuvers ('Special Tests'). These Special Tests for the shoulder examination isolate the action of individual muscles, put stretch or pressure on sites of pathology and reproduce the patient's pain to confirm the diagnosis. The examiner should systematically perform all the elements in both shoulders. Bilateral comparisons provide a 'contralateral normal control' for comparison of findings in the painful and non-painful shoulder. The information obtained from the systematic physical examination of the shoulder region will direct the diagnostic testing and injection therapy. Consideration must always be given to the possibility that pathology outside the shoulder region is producing pain referred to the shoulder.

Key Elements of the Shoulder Examination
Observation and Inspection

The shoulder examination begins with observation of upper arm function during spontaneous activities. Ask the patient to disrobe to the waist and don an examination gown. Observe the rhythm of shoulder movement- Is it smooth or jerky and hesitant? Assess the degree of difficulty with this task to begin evaluation of functional impairment. Readjust the gown and tie just below the Axillae to permit full view of both shoulder regions with modesty. Careful inspection of the entire upper torso will often reveal signs of underlying pathology.

Anterior Shoulder Inspection

The examiner should stand in front of the seated or standing patient and inspect both shoulder regions for:

Posterior Shoulder Inspection

The examiner moves behind the patient and observes:

Range of Motion Testing

Both Active and Passive Range of Motion are tested. Active Range of Motion is greater than Passive Range of Motion because full active motion of the arm involves motion at the Glenohumeral Joint, combined with motion at the Scapulothoracic articulation. Active range of motion testing is performed independently by the patient. Passive Range of Motion testing is performed by the examiner to assess motion at the Glenohumeral Joint. Motion at the Glenohumeral Joint is isolated by fixing the Scapula with the examiner's hand to prevent Scapulothoracic motion. Examination of a patient with shoulder pain requires comparison of changes in Active Range of Motion and Passive Range of Motion. Range of motion testing at the shoulder includes assessment of:

Active Range of Motion

Active range of motion (Scapulothoracic and Glenohumeral motion) performed by the patient is assessed by measuring the arc of motion in degrees and noting the smoothness or jerkiness of motion. Active motion is affected by pain, structural changes, joint inflammation, rotator cuff tendonitis, bursitis, and/or weakness. The instructions to the patient are:

Passive Range of Motion

Passive Range of Motion at the Glenohumeral Joint is tested by the examiner. The patient is instructed not to initiate voluntary movement (i.e. "relax, drop your shoulder, let me move your arm"). The examiner grasps the distal upper arm at the elbow and supports the patients' forearm on the examiners' forearm. Care is taken to gently move the patient's arm to the limits of each motion to discern 'end range' characteristics such as severity of pain with motion and whether there is a hard bony end-feel (joint destruction) or a rubbery soft end-feel (tendon or rotator cuff contracture).

Examiner's movements to produce passive shoulder motion are:

Palpation

Systematic palpation of the shoulder region will demonstrate abnormalities in relevant anatomical structures and reveal sites of localized tenderness that reproduce the patient's pain.

Begin by palpating the Coracoid Process to determine the patient's responsiveness to the minimally painful pressure of palpation on bony structures. Check the Axillae for Lymphadenopathy. The following structures are palpated:

Joint Palpation
Palpation of the Joints of the Shoulder

Three articulations of the shoulder are highlighted in the transverse sections. Compare each joint bilaterally.

Palpation of the Rotator Cuff

The Rotator Cuff is formed by the conjoined tendinous insertion of the 4 Rotator muscles (Supraspinatus, Infraspinatus, Subscapularis, and Teres Minor). Palpation may be facilitated by pulling the arm into 20 degrees of extension to rotate the cuff anterolaterally from under the Acromion.

Palpate the Clavicle for protuberances and fractures. The Greater Tuberosity of the Humerus 1 to 2 cm inferior to the lateral margin of the Acromion allows palpation of the insertion site for the Supraspinatus Tendon. Occasionally a swollen Subacromial Bursa may be palpated in the indentation between the lateral edge of the Acromion and the Humeral Head. The Bicipital Groove with the Biceps Tendon is anterior and medial to the Greater Tuberosity between the Greater and Lesser Tuberosity of the Humerus (position arm in External Rotation). Care must be taken with the technique of palpation to use firm direct pressure without a rotating or 'grinding' motion. Excessive palpation pressure on periosteum or the Biceps Tendon in the Groove will produce pain in a normal structure.

Posteriorly the cervical and thoracic spine should be palpated for tenderness. The Spine of the Scapula is palpated from the lateral posterior corner of the Acromion moving to the medial border at the level of T3.

A large Subacromial Bursa overlies the Rotator Cuff. A lateral extension of the Bursa is called the Subdeltoid Bursa. An enlarged swollen Bursa may be palpable under the middle part of the Deltoid, lateral to the Acromion or anteriorly extending from the anterior edge of the Acromion down to the Biciptial Groove. The Subacromial Bursa communicates with the joint cavity in 20% to 33% of individuals past middle age. Any tear of the Supraspinatus Tendon will likely produce a communication between the Bursa and Joint Cavity.

Palpate the muscles bilaterally to compare bulk, consistency and tone and to detect tenderness.

Anteriorly, palpate both heads of the Pectoralis Major and its insertion on the lateral lip of the Bicipital Groove. The Biceps Muscles are easier to palpate with the elbow flexed and the arm externally rotated. The Tendon of the Long Head ascends in the Groove and the Short Head ascends to insert on the Coracoid Process. The anterior, middle and posterior parts of the Deltoid merge and insert at the Deltoid Tuberosity on the lateral mid-Humerus.

Posteriorly palpate the upper (superior) Trapezius from the Occipital region to the insertion on the Clavicle, Acromion, and the Spine of the Scapula for hematomas or focal tenderness. Palpate the lower Trapezius from the Scapula down to T12. To identify the Rhomboids instruct the patient to place one hand near the back pocket (elbow flexed and arm in internal rotation) and 'push your hand away' to contract the Rhomboids along the medial border of the Scapula. To palpate the Latissimus Dorsi, ask the patient to abduct the arm and palpate the muscle from the posterior wall of the Axilla to the Iliac Crest. The Serratus Anterior is palpated as the medial border of the Axilla and extends to the Ribs.