Physical Examination of The Shoulder: Key Words
Physical Examination of The Shoulder: Key Words
This article summarizes the overall assessment of the shoulder joint and seeks to help direct
clinicians to diagnose shoulder pathology using standard and specific physical examinations.
The history and standard examination can prompt the examiner to focus on specific tests to
further evaluate the shoulder and limit the differential diagnoses. An appropriate and directed
shoulder physical examination allows the clinician to focus on further diagnostic strategies
and treatment options for the patient. (J Hand Surg Am. 2014;39(10):2103e2112. Copyright
Ó 2014 by the American Society for Surgery of the Hand. All rights reserved.)
Key words Physical examination, shoulder.
T
HE ANATOMIC AND FUNCTIONAL complexity of
the shoulder joint creates challenges for the often referred to the posterior shoulder or periscapular
clinician in diagnosing its pathologic condi- region. This can be partially explained by periscapular
tions. Physical examination of the shoulder is an muscle fatigue or strain resulting from a compensatory
important adjunct to the patient’s history, which helps increase in scapular motion with glenohumeral joint
focus the decision-making process and guides appro- pathology.1 Acromioclavicular joint pathology can
priate treatment. The patient’s history allows the cause referred pain medially often to the superomedial
physician to direct the physical examination because not scapula, base of the neck, or medial clavicle.1
every physical examination test is necessary for every
patient. Important aspects of the history include the STANDARD SHOULDER PHYSICAL
onset and timing of symptoms, inciting event, location EXAMINATION
of pain, aggravating and alleviating factors, patient’s The first step in physical examination of the shoulder is
occupation, and prior attempted treatments. After an observation. Visualization of the entire shoulder girdle
adequate history is obtained, the clinician should per- compared with the contralateral side is critical. Phys-
form a standard shoulder physical examination. Further ical examination of the shoulder should always be
specific assessment can be performed as necessary, such performed with the shirt removed (chest covered in
as testing for impingement syndrome, instability testing, females) to allow adequate visualization. Bony defor-
biceps pathology, and scapulothoracic pathology. mity, asymmetry, swelling, and muscle atrophy can be
Pain referral patterns are important to understand for noted during this portion of the examination and can
clinicians treating patients with shoulder pain to reach help direct the shoulder physical examination.
the definitive diagnosis. Pain from rotator cuff or Palpation of the entire shoulder girdle is the next
subacromial pathology is often referred to the lateral step in the physical examination. Specific anatomy that
should be palpated for tenderness include the acro-
mioclavicular joint, the entire humeral head (anterior,
From the Department of Orthopaedic Surgery and Rehabilitation, University of Florida,
Gainesville, FL. lateral, and posterior), bicipital groove, anterior acro-
Received for publication March 6, 2014; accepted in revised form April 6, 2014.
mion, periscapular region, pectoralis major tendon,
Current Concepts
hold the arm in the externally rotated position and If there is a suspicion of subscapularis muscle pa-
removes the passive external rotation force on the pa- thology with strength or range of motion testing,
tient’s arm. If the arm drifts into internal rotation, this is a several tests can help clarify the subscapularis pa-
positive test suggestive of a complete infraspinatus tear. thology. The liftoff test3 is performed with the pa-
Rotator cuff weakness can also be caused by pe- tient’s arm fully internally rotated with the hand on
ripheral nerve problems. Isolated infraspinatus weak- the back. The patient is then asked to lift the wrist off
ness or atrophy and shoulder girdle pain suggest the back (Fig. 2). If the patient cannot lift the wrist off
compression of the suprascapular nerve at the spino- the back using the shoulder for rotation, the liftoff test
glenoid notch. Supraspinatus and infraspinatus weakness is considered positive. The liftoff test best evaluates
IMPINGEMENT SYNDROME
If impingement syndrome or rotator cuff tendonitis
cannot be confirmed with palpation, strength, or range
of motion testing, the Neer6 and Hawkin7 tests can
be used to confirm anterior impingement syndrome.
Shoulder impingement syndrome encompasses a wide
spectrum of pathologies including rotator cuff tendon-
itis, partial or full-thickness cuff tears, coracoacromial
ligament tears, and subacromial bursitis. The Neer test is
performed by the examiner passively forward elevating
the patient’s arm. If the patient has anterior or lateral
shoulder pain with terminal shoulder forward elevation,
FIGURE 3: The belly press test.
the Neer test is positive. The Hawkin test is performed
by forward elevating the affected shoulder to 90 and
complete subscapularis tendon tears but it is not as then terminally internally rotating the shoulder. The
useful for partial tears. Hawkin test is positive if it provokes anterior or lateral
The belly press test4 is performed with the pa- shoulder pain with this maneuver. These 2 tests cause
tient’s hand on the abdomen and the elbow just contact between the greater tuberosity/rotator cuff and
Current Concepts
anterior to the plane of the body. The patient is then the anterolateral acromion/coracoacromial ligament,8
asked to press on the abdomen (Fig. 3). If this elicits reproducing pain in impingement syndrome. However,
anterior shoulder pain or there is weakness compared these tests have a high false-positive rate9e11 because
with the contralateral shoulder, the belly press test is they can produce pain in a wide variety of shoulder
considered positive. The bear hug test5 can also be pathologies.
performed to evaluate for subscapularis pathology
(Fig. 4). The bear hug test is performed with the SHOULDER NEUROLOGIC PATHOLOGY
patient’s affected open palm on the opposite superior Cervical nerve root and brachial plexus function
shoulder, with the affected shoulder flexed to 90 . must be assessed. Radiation of pain or paresthesias
formed by axially loading the neck with downward concern, axillary nerve function should be tested.
pressure from the top of the head. The neck is then Several tests have been described for anterior
extended and rotated to the affected side by the shoulder instability. The anterior apprehension test12 is
examiner. Radiating pain to the shoulder or down the performed with the patient supine and the arm abduc-
arm is a positive test suggesting cervical nerve root ted to 90 and then slowly externally rotated (Fig. 5).
compression.1 If cervical spine pathology is suspected, Anterior shoulder pain or the sense of instability at
electrodiagnostic studies or cervical spine imaging terminal external rotation is suggestive of anterior insta-
should be considered. Concomitant shoulder pathology bility. The Jobe relocation test13 is executed by a poste-
can still be present and treatment of shoulder pathology rior directed pressure applied to the anterior proximal
test).17 This test is considered positive if the patient has side. A simple clinical method to grade translation
apprehension after anterior-directed pressure is released. was described by McFarland et al.19 Grade I laxity is
Glenohumeral instability can also be tested present when the humeral head does not subluxate
manually in the supine position with the arm in slight over the glenoid rim. Grade II laxity is present when
abduction and the shoulder off the table edge using the humeral head subluxates out of the glenoid and
the anterior and posterior drawer tests.18 While the spontaneously reduced. Grade III laxity is present
table stabilizes the scapula, the examiner can apply when the humeral head stays dislocated with this
gentle anterior and posterior force to the arm while maneuver. Humeral head translation can also be esti-
visualizing movement of the proximal humerus. This mated based on distance or percentage of the humeral
FIGURE 12: A O’Brien test in internal rotation. B O’Brien test in external rotation.
the patient sitting and the arm relaxed at the side. The it has not been validated and its accuracy has not been
examiner gently grasps the patient’s forearm and adequately studied.24
pulls inferiorly. The magnitude of translation be- The normal laxity of the shoulder varies widely
tween the lateral acromion and the humeral head among individuals.25e27 Laxity of the affected shoulder
should be measured and compared with the contra- should be compared with the contralateral side and will
lateral side. Alternatively the magnitude can be be symptomatic in patients with true pathology. Isolated
graded as grade I (< 1 cm), grade II (1e2 cm), or asymmetric laxity has been documented in a high per-
grade III (> 2 cm), as originally described by Neer centage of athletes26,28; hence laxity should be corre-
and Foster.21 Inferior subluxation using the sulcus lated with symptoms.
FIGURE 14: The crank test in A external rotation and B internal rotation.
rior shoulder pain with this maneuver is considered a tear or pop in the shoulder.
positive test. The Speed test can also be used for
bicipital groove pathology. The patient’s arm is placed
in about 45 scaption with full forearm supination and SUPERIOR LABRAL PATHOLOGY
the patient resists downward pressure placed on the Superior labral pathology is difficult to diagnose on
forearm by the examiner. Anterior shoulder pain is physical examination for several reasons. Superior
considered a positive Speed test. A positive Speed test labral pathology is commonly associated with other
has been reported to be moderately useful for diag- shoulder pathology32,33 and overlaps with bicipital
nosing biceps tendon pathology.29e32 The upper cut groove pathology on physical examination. In addition,
clinical examination studies evaluating superior labral hip. The examiner then places an axial load on the
pathology often include patients with other concomi- elbow with one hand and an anterior directed force on
tant pathology such as other types of labral lesions.34 If the posterior humeral head with the other (Fig. 13). The
the suspicion for superior labral pathology is high, the anterior slide test is considered positive if the maneuver
physical examination can be augmented with other elicits deep shoulder pain or a click over the anterior
tests. shoulder.
The O’Brien test (active compression test)35 is The crank test40 can be performed to evaluate for
performed with the patient standing with the shoulder a superior labral tear. The arm is abducted to about 160
flexed to 90 and the elbow extended. The shoulder is in scaption. The humerus is then axially loaded and
then fully internally rotated (palm down) and the pa- terminally internally and externally rotated (Fig. 14).
tient is asked to resist inferior pressure placed on the Patients experiencing deep shoulder pain or a click are
arm by the examiner (Fig. 12A). The process is then considered to have a positive test. Although the authors
repeated with the arm fully externally rotated (palm up) reported the test to have good reliability,40 the crank test
(Fig. 12B). Greater pain in the internally rotated posi- has not been shown to be reliable in other studies.33,34,36
Current Concepts
tion (torsion of the biceps tendon at its insertion on the Several other tests have been described to evaluate
superior labrum) compared with the externally rotated for a superior labral anterior posterior tear including the
position is suggestive of superior labral pathology. The pain provocative test,41 biceps load I test,42 biceps load
O’Brien test is the most commonly performed test for II test,43 the resisted supination external rotation test,36
superior labral pathology and shows moderate to dynamic labral shear test (O’Driscoll test) (Cheung EV
excellent sensitivity and poor to excellent specificity and O’Driscoll SW, presented at the American Asso-
with wide ranges reported.32,33e38 ciation of Orthopaedic Surgeons annual meeting, 2007),
The anterior slide test39 is performed with the pa- modified dynamic labral shear test,32 passive distraction
tient standing and the affected arm on the ipsilateral test,44 and labral tension test.38 Description of these
individual tests is beyond the scope of this article. In conclusion, a standard physical examination
Multiple studies have found that individual tests are not should be performed on all shoulder pain patients
consistently reliable in the diagnosis of superior labral after obtaining an adequate medical history. These
pathology31e33,37,38,44,45 and several studies question prompt the examiner to focus on specific tests to
the methodology of many superior labral anterior pos- better evaluate the shoulder and limit the differential
terior examination reports.46,47 Despite the multitude of diagnoses. Table 1 summarizes the specific tests that
tests described to assess for superior labral pathology, can be performed. This guided physical examination
diagnosis based on physical examination continues to technique can help facilitate accurate diagnoses in a
be a challenge. We recommend using several physical suitable time frame. An appropriate and directed
examination maneuvers followed by advanced imaging shoulder examination helps the clinician to focus on
if the suspicion of a superior labral lesion is high. further diagnostic strategies and treatment options.
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Current Concepts