Knee osteoarthritis (OA) is a chronic progressive disease that imparts a substantial socioeconomic burden to society and healthcare systems. The prevalence of knee OA has dramatically risen in recent decades due to consistent increases in life expectancy and obesity worldwide. Patient education, physical exercise, and weight loss (for overweight or obese individuals) constitute the first-line knee OA treatment approach. However, less than 40% of patients with knee OA receive this kind of intervention. There is an unmet need for healthcare professionals treating individuals with knee OA to understand the current recommended treatment strategies to provide effective rehabilitation.
ObjectiveTo guide physical therapists in their clinical decision making by summarizing the safest and most efficacious treatment options currently available, and by delineating the most traditional outcome measures used in clinical research for knee OA.
ConclusionThere is a need for healthcare providers to abandon low-quality and ineffective treatments and educate themselves and their patients about the current best evidence-based practices for knee OA.
Life expectancy has increased globally over time; however, the growing burden of chronic diseases results in a large portion of society living longer, but in poorer health.1 This scenario is indeed a reality for people suffering from one of the leading causes of chronic pain and disability worldwide, knee osteoarthritis (OA).1 The disease is ranked as the 10th largest contributor to global years lived with disabilities,2 and its prevalence has more than doubled in the last 10 years.1,3 In addition, medication intake, hospital stays, and joint surgeries associated with managing knee OA impose billions of dollars per year in costs to healthcare systems.2,3
The pathology of knee OA affects the whole joint, causing synovial inflammation, cartilage damage, bone remodeling, and osteophyte formation.4 Typical symptoms include pain, muscle weakness, joint instability, brief morning stiffness, crepitus, and functional limitations.4 Frequently, symptoms are related to physical inactivity, which has been linked to morbidity and mortality in the contemporary era and is a significant contributor to the incidence of chronic diseases worldwide.5,6 Methodologically rigorous international guidelines strongly recommend non-pharmacological strategies as the first line of treatment for knee OA.7–13 Exercise, patient education, and weight loss – when needed – are the recommended first-line strategies to manage symptoms of these patients.7–13
There is high-quality evidence demonstrating the effectiveness of education and exercise to improve function in individuals with knee OA.8,13 Data from 9825 patients with hip or knee OA showed that a 6-week combination intervention comprising three sessions of patient education delivered over the course of two weeks and 12 sessions of neuromuscular exercise delivered twice per week had beneficial effects on OA symptoms, physical function, medication intake, and sick leave time.14 Furthermore, some beneficial effects introduced by the interventions, including increased physical activity and quality of life, were maintained after one year. These results suggest that a combination of education and exercise could result in long-term reductions in the burden of knee OA and its costs to patients and the healthcare system.
Although non-pharmacological strategies are of paramount importance, less than 40% of patients with knee OA receive this kind of treatment approach, indicating that the uptake of evidence-based guidelines in clinical practice and rehabilitation is still suboptimal.14,15 Instead, pharmacological strategies remain dominant, despite the fact that chronic use of many of these treatments has been associated with severe adverse side effects.16,17 The neglect of evidence-based strategies in clinical practice applies to both clinicians and patients. Factors such as the strong beliefs regarding old and low-value treatments, the lack of knowledge regarding current evidence, and a significant increase in the number of current published guidelines are considered barriers to the successful adoption of evidence-based clinical practice.18–20
A basic understanding of treatment strategies for knee OA is necessary to target and improve rehabilitation. In this article, we aim to provide updated information for physical therapists and show that exercise, weight maintenance, and patient education are vital for the optimal treatment of knee OA. We also aim to describe key outcome measures used in knee OA studies and to increase awareness about useful tools for data collection for clinicians and researchers.
Key treatmentsNon-pharmacological strategiesCurrent clinical practice guidelines recommend education and self-management, exercise, and weight loss (for overweight or obese patients) as the first-line treatments for knee OA.7–13 We consider these strategies to be the core of knee OA rehabilitation, because they have been proven to effectively decrease pain and improve overall joint function and patient quality of life. In patients for whom knee OA has a significant impact on ambulation or joint stability, or for whom pain is severe, some guidelines strongly recommend the use of tibiofemoral knee braces, canes or walkers, orthopedic footwear, and other assistive technologies.12,13
Patient educationPatient education plays an essential role in decision making, disease self-management, and medication adherence of individuals with knee OA.21 The negative impact of the disease on the patients’ self-esteem can be high, and oftentimes, pain becomes a central aspect of their lives. Misleading beliefs that OA is an incurable, progressive disease that is associated with specific causal factors can lead patients to cut down on physical activities and adapt to a restricted lifestyle with less spontaneity, which in many cases results in a great feeling of loss and isolation associated with a reduction in social relationships.22–24 There is an urgent need to mitigate this negative impact, using proper patient-education strategies to better manage the disease and improve the concordance between patients’ expectations and treatment outcomes. Overall, patient knowledge about the disease is still inadequate. Although guidelines organizations attempt to disseminate health information targeting the general public, most patient education materials for people with knee OA are of fair quality and written at inappropriate readability levels, frequently equal to, or more complicated than the recommended level (7th to 8th grade).25,26
As healthcare providers, it is essential to develop a clear understanding of the disease to direct patients toward high-quality health information. However, before educating patients with knee OA, it is crucial to understand how they experience the disease. A systematic review of qualitative studies highlighted the importance of considering patient attitudes and experiences to plan and implement the best treatment options for knee OA.27 From the seven critical themes that emerged, three call for attention: (1) “The perceived causes of knee osteoarthritis are multifactorial and lead to structural damage to the knee and deterioration over time,” where patients perceived knee OA as a consequence of internal factors such as aging, working occupation, family history, or external factors such as a trauma or weather conditions; (2) “Interactions with health professionals can be positive or negative,” where patients related that positive interactions resulted in feeling listened to and hopeful for the future, whereas negative interactions were characterized by receiving less attention and less information about the condition and treatment options; and (3) “Knee osteoarthritis leads to life adjustments,” where some patients mentioned climbing fewer stairs, not carrying heavy things, looking for places to sit, and avoiding public transportation, while others reached a point where there was a profound feeling of loss because the disease led to giving up all enjoyable activities of daily living.
In a consensus statement reached by experts and patients with OA in 13 countries, 21 key messages were identified that should be communicated to patients.28 The top 3 messages were related to (1) how regular physical activity and individualized exercise programs can reduce pain, prevent worsening, and improve daily function in OA; (2) the benefits of losing weight for overweight or obese patients, and the benefits of maintaining a healthy weight using diet changes and exercise; and (3) the fact that OA symptoms can often be significantly reduced without the need of undergoing a surgery. Other key messages pertained to disease knowledge (e.g., “The symptoms of osteoarthritis can vary greatly from person to person” and “Osteoarthritis is not an inevitable part of getting older”); medication intake (e.g., “You should avoid the use of nonsteroidal anti-inflammatory drugs for your osteoarthritis over the long term”); and about diagnostic methods (e.g., “Joint damage on an X-ray does not indicate how much your osteoarthritis will affect you”). These messages are fundamental to facilitate the translation of evidence into patient knowledge and to optimize the patient–clinician interaction, therefore providing insights into how to conduct education and improve decision-making for patients with knee OA.
ExerciseIt is well-established that physical activity and exercise therapy reduce symptoms and improve physical function in individuals with knee OA.7–13 Literature shows that 150min/week of moderate intensity aerobic exercise or 2 days/week of moderate-to-vigorous physical activity muscle-strengthening exercises are beneficial for individuals with preexisting knee OA. Translating these two activities into step counts, that would be approximately 7500 steps per day for aerobic exercises and 5750 steps per day for moderate-to-vigorous physical activity. In addition, there is more pain reduction when quadriceps-specific exercises were used compared to general lower-limb exercises and when supervised exercises were performed at least three times per week. However, the current recommendations suggesting one form of exercise over another are mainly based on expert opinion.
Irrespective of pain and function, a wide range of exercise options are available for knee OA.29 To improve rehabilitation, physical therapists and other health care professionals should focus on patient-centered rehabilitation, considering patient's preferences and access to exercise equipment. The National Institute for Health and Care Excellence (NICE)7 recommends strengthening exercises and aerobic fitness; the Osteoarthritis Research Society International (OARSI)8 recommends structured land-based exercise programs of two types: (1) strengthening and/or cardio and/or balance training/neuromuscular exercise or (2) mind-body exercise including Tai Chi or Yoga; the American College of Rheumatology (ACR)13 recommends aerobic, aquatic, and/or resistance exercises; the Ottawa Panel9–11 recommends mind-body exercise (Hatha yoga, Tai Chi Qigong, sun style Tai Chi), strengthening exercise in isolation or combined with other types of exercise (coordination, balance, functional), and aerobic exercise in isolation or combined with strengthening exercise; and the European League Against Rheumatism (EULAR)12 recommends pacing of activity and exercise in general for the management of knee OA.
There is high-quality evidence demonstrating the effectiveness and the clinically meaningful benefits of non-perioperative therapeutic exercise regimens to improve pain, physical function, and quality of life in individuals with knee OA.29,30 Moreover, these improvements are sustained for at least two to six months after the end of treatment. It is highly unlikely that new research on this area will change these conclusions.30,31 Therefore, there is no need to develop new trials to verify exercise effectiveness for knee OA. However, there is still a need to develop novel insights regarding treatment parameters used in rehabilitation programs, such as duration, frequency, modality (type), and intensity.32 The type and dosage of exercise, when prescribing a home-based exercise protocol, should be individualized, and based on the clinical evaluation and the patient's preferences.33,34
Education plays a vital role when prescribing an exercise protocol. Most current exercise protocols are noticeably under-utilized by individuals with knee OA, mainly due to patient beliefs, socioeconomic barriers, fear of movement, lack of confidence, lack of time to insert the exercise routine in daily life, and early treatment pain aggravation.33–35 A survey with 123 physical therapists demonstrated that only 39% educated patients about the benefits of exercise for knee OA, 33% involved their patients in the development of the exercise program design, 28% managed to schedule follow-up appointments to review exercises and adherence, and 4% encouraged patients to keep going with exercises.36 Prior to the beginning of an exercise protocol, patients need to clearly understand that pain/discomfort during the physical activity does not mean increased structural joint damage.33 To optimize the effectiveness of exercise interventions, it is also essential to create strategies to increase adherence to exercise and overcome barriers, bearing in mind the environmental context and available resources of the patient.
Physical therapists can help patients with knee OA by fostering a positive therapeutic relationship. Some components of a positive therapeutic relationship may include increased relatability, supervision of exercise performance to promote success and confidence in self-management abilities of patients, use of group exercises, and follow-up telephone calls.37 The top 5 behavior change techniques rated to be the most effective at increasing exercise adherence in patients with knee OA include: (1) review of progress in terms of pain and function at follow-up sessions, (2) development of a therapeutic plan which clearly states how often the patient will exercise and specifically what they will do, (3) development of specific and achievable goals related to the patient's knee pain and function, (4) review, supervision, and correction of exercise techniques at subsequent treatment sessions, and (5) follow-up sessions more than 3 months after the initial session, to check on the exercises and progress the home-based protocol, if needed.36 Other strategies such as the use of booster sessions (i.e. returning to a therapist after an initial period of treatment to perform a new session focused on review and progression of the exercise therapy) and the use of graded behavioral exercises (i.e. an exercise routine that is gradually increased into daily living) also promoted adherence in individuals with knee OA.35
Weight lossOver one-third of the world's population is classified as overweight or obese and research shows that if the current trends continue, more than 55% of the world population will be classified as overweight or obese by 2030.38,39 Because of its systemic effects on the body due to inflammatory and metabolic changes, obesity and overweight are considered primary risk factors related to chronic diseases, including knee OA.40,41 Therefore, obesity presents a significant burden to society and the public health system.39
Weight change directly affects the risk of developing knee OA.42 A reduction in weight of approximately 5.1kg decreases the risk of developing knee OA by more than 50% in women with a baseline body mass index (BMI) higher than 25.0kg/m2.42 A meta-analysis showed that in adults with mild to moderate knee OA and a mean BMI ranging from 33.6 to 36.4kg/m2, a weight reduction of 5%–10% can significantly improve pain, self-reported disability, and quality of life. Results of the included studies demonstrated that diet strategies such as meal replacements or the use of nutrition powders, together with nutritional education and behavioral therapy, can help individuals with knee OA to achieve weight loss targets.43
For individuals with knee OA, diet-only treatments have not been shown to relieve pain; however, a combination of diet and exercise has a moderate effect on this outcome.44 Physical function, on the other hand, improved moderately with both diet-only treatments and diet combined with exercise. Patients who are classified as overweight should aim for at least a 7.7% body weight loss to achieve a minimal clinically important improvement in physical function.45 In addition, to lose weight, an intensive diet alone (loss of at least 10% of baseline weight) is better than exercise alone (aerobic and strengthening training). However, the combination of exercise and diet presents the best results for weight loss.46
Clearly, there is a dose–response relationship between weight loss and symptom improvement in individuals with knee OA.45,47–49 However, the maintenance of weight loss in long-term rehabilitation remains a substantial challenge. Successful strategies of weight maintenance are associated with achieving an initial goal of weight loss, creating consecutive weight goals, having a regular meal pattern that includes breakfast and healthier eating, having a physically active lifestyle, and controlling over-eating through self-monitoring behaviors. These strategies can be incorporated, when needed, in knee OA rehabilitation regimens to improve goals and increase patients’ overall satisfaction with treatment. Other factors strongly associated with weight maintenance include the presence of social support, better coping strategies, higher self-efficacy, and overall increased in psychological resiliency and stability.50
In individuals with other chronic diseases, the contact between patient and therapist seems to be a key factor for weight loss.51 Furthermore, continuing contacts after the end of the rehabilitation regimen appears to be effective, regardless of whether the contact is face-to-face, through telephone, or via email. Risk factors for regaining weight include a range of eating behaviors that involve a lack of restraint over food intake. These factors can include binge eating disorder (i.e. recurrent episodes of eating large quantities of food), eating as a reaction to emotions and stress, and a general tendency toward passive reactions to problems.
Adjunct therapiesSeveral adjunct therapies are used as complements to core knee OA treatments with the goal of maximizing outcomes for patients. Thermal modalities, laser therapy, therapeutic ultrasound, electrical stimulation, manual therapy techniques, taping, acupuncture, among others, are some interventions that are commonly used. For this article, we will review some of the adjunct therapies most commonly used by physical therapists in treating knee OA, providing details about the quality of evidence and nature of the recommendation.
Thermal modalitiesThere is still a lack of evidence to support the use of thermal modalities such as cold and heat in individuals with knee OA.52,53 The overall quality of evidence for thermal modalities is classified as very low by the OARSI guidelines and as low by the ACR guidelines.8,13 Research shows that patients with knee OA have individual preferences regarding heat, cold, or contrast therapy to improve pain and physical function status.54 Women tend to prefer heat treatments and generally respond with more improvements in subjective quality of life and physical function to thermal modalities. Conversely, men favor cold or contrast therapies but were less likely to report benefits.54,55 In humans, the use of cryotherapy was not superior to placebo to improve pain, physical function, and quality of life in individuals with knee OA.56 Interestingly, clinical-like cryotherapy was recently shown to improve not only gait and function, but also to modulate the inflammatory process by reducing the number of leukocytes and cytokines in the synovial fluid in animal model with knee OA compared to placebo.57
Laser, therapeutic ultrasound, and electrical stimulationThe OARSI guidelines strongly recommended against the use of laser therapy for knee OA, citing an implausible biological mechanism and no efficacy, with a very low overall quality of evidence.8 The potential mechanisms of pain relief by laser therapy are due to the stimulus of tissue metabolism and modulation of the inflammatory process. However, literature shows contrasting evidence regarding the use of laser therapies, more specifically low-level laser therapy (LLLT), in treating individuals with knee OA. A meta-analysis evaluating the effectiveness of LLLT on symptoms and function in patients with knee OA, showed no therapeutic benefit of LLLT compared with placebo for patients.58 A more recent meta-analysis showed that LLLT seems to reduce pain and disability in individuals with knee OA when compared to placebo in randomized controlled trials.59
Studies regarding therapeutic ultrasound, although reporting beneficial effects of the therapy for knee OA, show methodological limitations that hinder the evidence synthesis, such as the inclusion of mixed interventions.60–64 Thus, there is low quality of evidence to support the use of therapeutic ultrasound for individuals with knee OA.8 However, the ACR guidelines conditionally recommends its use (i.e. the therapy is considered preference-sensitive to patients), meaning that therapists need to give a complete and clear explanation of benefits, harms, and burdens of the treatment when presenting it as an option to a patient.13
Evidence for electrical stimulation shows that there is a lack of adequate studies to support its use in patients with knee OA.65 OARSI guidelines corroborates this information by presenting a very low quality of evidence for transcutaneous electrical stimulation.8 In addition, the ACR strongly recommended against the use of transcutaneous electrical stimulation in all patients with OA.13
Manual therapy techniques, taping, and acupunctureThere is a low level of evidence to recommend the use of manual therapy techniques for knee OA.8,13 Available techniques encompass the use of manual lymphatic drainage, massage, mobilization/manipulation, manual traction, and passive range of motion. There is low level of evidence showing that manual therapy techniques provide little additional benefit when compared to exercise alone for managing knee OA symptoms, and the ACR guidelines conditionally recommended against its use.13
There is very low level of evidence to support the use of taping for the management of knee OA.8 With a no efficacy statement, the OARSI guidelines strongly recommends against the use of the therapy.8 However, regarding Kinesio taping, the ACR guidelines conditionally recommends its use.13
For traditional acupuncture with manual stimulation, there is a low level of evidence to support the use of the therapy for patients with knee OA.8,13 The ACR guidelines conditionally recommended acupuncture.13 However, the OARSI guidelines stated an implausible biological mechanism and no efficacy for laser acupuncture and an unfavorable efficacy with safety issues for electroacupuncture, strongly recommending against and indicating a very low overall quality of evidence to support the use of either therapy.8
There is still an unmet need for quality randomized clinical trials regarding the majority of the adjunct therapies described above. Additionally, for the majority of the adjunct therapies, it remains to be seen whether complementary effects may be observed when they are combined with a gold standard treatment for knee OA (e.g. the complementary effects of cryotherapy when associated with an exercise protocol).66 Therefore, with the current evidence, we recommend against the use of these therapies by physical therapists in clinical practice. However, if the therapy is still considered, we recommend it to be preference-sensitive to patients, and therapists must give a complete and clear explanation to patients regarding the evidence to support the use of the therapy in knee OA.
Pharmacological strategiesFor knee OA, local therapies are preferable as core pharmacological treatments. Appropriate monitoring of the patient during a pharmacological treatment, especially for the development of adverse effects, is also recommended.
Non-steroidal anti-inflammatory drugs (NSAIDs)Due to minimal and mild adverse events, topical NSAIDs are strongly recommended as first-line treatment in both the OARSI8 and ACR13 guidelines. OARSI also recommends the use of topical NSAIDs for patients with gastrointestinal or cardiovascular comorbidities and patients with frailty.8 In addition to topical NSAIDs, the ACR guidelines strongly recommends the use of oral NSAIDs and intraarticular glucocorticoid injections.13
OpioidsOpioids, another popular group of drugs that are frequently considered as potent pain-relievers, should be heavily discouraged.16,67,68 There is high-quality evidence demonstrating that opioids have only small effects on pain and physical function in individuals with knee OA.69 Furthermore, when compared to placebo, patients that used opioids had three to four times higher risks of serious adverse effects and/or drop-out due to adverse events.
NutraceuticalsNutraceuticals, i.e. foods or food supplements thought to have health benefits, are extremely popular in the treatment of OA. Glucosamine and chondroitin sulfate, nutraceuticals that are commonly used by patients with knee OA, lack scientific evidence to support their use. Both were strongly recommended against for the treatment of knee OA by the ACR13 guidelines and classified as the lowest level of recommendation by the OARSI guidelines.8 In addition, there are low efficacy and effect sizes of insufficient clinical relevance, when comparing these supplements to placebo.70–72
SurgerySurgery is typically a last resort for the management of knee OA. Unfortunately, a vast majority of physicians deviate from evidence-based practice regarding surgical management of knee OA. From the variety of options available, arthroscopic knee surgery, specifically arthroscopic joint lavage, is the most common procedure performed.4,73 However, several high-quality studies have demonstrated the low efficacy of arthroscopic surgery in terms of pain relief and physical function improvement in individuals with knee OA.73–75 The surgery also increases the chances of subsequent knee replacement surgery,76,77 and there are multiple harms associated with the procedure, including venous thrombosis, infection, pulmonary embolism, and in some cases, death.73,75 Clinical practice guidelines, including those published by the Journal of the American Academy of Orthopaedic Surgeons, strongly recommend against the use of arthroscopy in nearly all patients with degenerative knee disease.75,78
Joint replacement is another popular surgery in individuals with end-stage knee OA. It is a cost-effective treatment and should be considered when all non-surgical treatment options – used within a time-frame of 6-months – are unsuccessful.4,79 However, although joint replacement is a successful treatment for relieving many symptoms of individuals with knee OA, persistent pain after surgery is reported by some patients.80 One in five patients who undergo total knee replacement is not satisfied with the outcome.81 Predictors for poor outcomes after surgery include anxiety/depression, high patient expectations for surgery, low 1-year WOMAC, pain at rest before surgery, and complications after surgery that necessitate readmission.81,82 Individuals with severe radiographic knee OA who have poor quality of life due to the disease are most likely to report considerable improvements in pain and function after knee replacement.83 There is low- to moderate-quality of evidence showing that a period of 8 weeks or more of exercise can improve functional outcomes and physical activity in individuals undergoing total knee replacement.84
Key outcome measuresFor researchers aiming to improve data collection in knee OA studies and for clinicians treating patients in clinical practice, there are well-established core outcome measures that can be used to evaluate the domains of pain and physical function of patients.8,13,85–87 In Tables 1 and 2, we provide a comprehensive description of some of the critical subjective and objective outcome measures used in knee OA studies, respectively. In addition to the content provided in the tables, the following outcome measures were also classified as “important” (according to GRADE criteria) in evaluating the evidence that contributed to the OARSI guidelines: structural progression of the disease measured by joint space narrowing, cartilage thickness, and cartilage volume; withdrawals due to adverse events, the total number of adverse events, serious adverse events, and other treatment-specific harms. Valid scales to measure self-efficacy and depression were also classified as important outcomes.8,88
Patient-reported measures and their psychometric properties for knee OA.
| Outcome | Observations | Scoring | Psychometrics |
|---|---|---|---|
| Visual Analogue Scale (VAS) | The purpose of VAS is to measure pain. The scale is placed in front of the patient who is asked to rate their pain intensity according to a pre-determined period of time. VAS can be used before, during, or after physical function tests. | From 0 to 10cm (0 – the complete absence of pain, and 10 – maximum intensity). | A pain reduction of 1.75cm on the scale is the recommended MCID in OA research.103 |
| Numeric Rating Scale (NRS) | The purpose of NRS is to represent a unidimensional measure of pain. Usually, it is a segmented numeric version of VAS, and it can be administered verbally (also by telephone) or graphically for self-completion. The scale is placed in front of the patient who is asked to rate their pain intensity according to a pre-determined period of time. NRS can be used before, during, or after physical function tests. | A 0–10-point numeric scale with 0 representing “no pain” and 10 representing “pain as bad as you can imagine”/“worst pain imaginable.” | A pain reduction of 2 points on the scale is the recommended MCID in patients with chronic musculoskeletal pain.104 |
| Western Ontario & McMaster Universities Osteoarthritis Questionnaire (WOMAC) | WOMAC is a self-report questionnaire designed to assess the problems experienced by individuals with lower limb OA in the past 72h. It contains 24 specific questions divided into three domains: pain, stiffness, and physical function. | The score of each question ranges from 0 to 4. The total questionnaire score is 96, with high scores representing worse results. | An improvement greater than or equal to 12% from baseline is the recommended MCID in OA research.105 |
| Knee Injury and Osteoarthritis Outcome Score (KOOS) | This self-report questionnaire assesses the problems experienced by people with lower limb OA in the prior week by measuring quality of life and knee function. It contains 42 questions in 5 domains: pain, other symptoms, function in daily life, sports-related function and recreation, and knee-related quality of life. | The answers are standardized and scored from 0 to 4. The total score of the questionnaire is 168. High scores indicate worse results than low scores | A difference of 8–10 in the total score from baseline is the recommended MCID in OA research.106 |
| Algofunctional indices for the knee or index of severity for knee disease (Lequesne Index) | This index is used specifically for the evaluation of pain, maximum walking distance, and daily activities of patients with OA. | The 10-item questionnaire is scored on a 0–24-point scale. Lower scores indicate there is less functional impairment, and higher scores reflect the worst outcomes. The sum of the scores is classified as: little effect (1–4 points), moderate effect (5–7 points), severe effect (8–10 points), very severe effect (11–13 points) and extremely severe effect (greater than or equal to 14 points). | The MCID for the Lesquene Index is still not established in knee OA research. |
| Short Form-36 questionnaire (SF-36) | The short form questionnaire is intended to measure the patient's quality of life with 36 items referring to the past four weeks. It presents a multiple-choice scale that evaluates eight domains of life: Physical Functioning, Role Limitations due to Physical Problems, General Health Perceptions, Vitality, Social Functioning, Role Limitations due to Emotional Problems, General Mental Health and Health Transition. | The sum of the total value varies from 0 to 100, with higher indexes indicating a better quality of life. Each of the eight summed scores can be linearly transformed into a scale from 0 (negative health) to 100 (positive health) to provide a score for each subscale. Each subscale can be used independently. | A difference of 10 points is recommended as an MCID in OA research.107 |
| Short Form-12 questionnaire (SF-12) | The short form questionnaire is intended to measure the patient's general physical and mental well-being, which is based upon the SF-36 score. It has two components, the physical component summary (PCS) and the mental component summary (MCS) scores. | Scores are reported on a scale of 1–100 with a higher score representing a better health status. The score is calculated independently for each component according to the responses recorded on Likert scales of six questions (each). Scores are converted into the validated score using a defined algorithm. | An improvement of 4.5 points for the physical component and 4.8 points for pain relief and function are established as MCID in OA research for patients after knee arthroplasty.108 |
| Health Assessment Questionnaire (HAQ) | A self-administered questionnaire consisting of 20 detailed questions of people's daily activities divided into eight categories: dressing and activities related to taking care of appearance, getting up, eating, walking, hygiene, reaching, gripping, and daily life activities. | Each patient assesses the difficulty they face carrying out each activity on a scale from 0 to 3, where zero means no difficulty performing and three means unable to perform the activity. Increasing scores indicate worse functioning with 0 indicating no functional impairment and 3 indicating complete impairment. | The MCID for the HAQ questionnaire is still not established in knee OA research. |
MCID, minimal clinically important difference; OA, osteoarthritis.
Objective performance-based measures and their psychometric properties for knee OA.
| Outcome | Observations | Scoring | Psychometrics |
|---|---|---|---|
| 30-s Chair to Stand Test | A chair with no arms is placed against a wall to prevent oscillations. Patients sit in the middle of the chair, with their back straight, feet apart resting on the floor in line with their shoulders. The test requires to rise from a sitting to a standing position as many times as possible in 30s. | The total number of repetitions. | An increase of 2–3 repetitions is recommended as the MCID in OA research.85 |
| 40m (4×10m) Fast Paced Walk Test | Administered at a distance of 10m (marked by tapes), a cone is placed 2m before the start and 2m after the end of each marking. The participant is instructed to walk as quickly but as safely as possible the first 10m (from the start mark), to turn around the cone and walk back the 10m again, successively until completing the distance of 40m. | Speed (m/s). | An increase of 0.2–0.3m/s in the test is the recommended MCID in OA research.85 |
| Stair Climb Test (SCT) | The participant is positioned in front of the stairs, and, at the therapist's signal, he/she has to climb the indicated steps (we use the 12-step SCT) and descend promptly, being able to use the handrail as a security instrument. We use 20cm steps height, a handrail stair in an illuminated environment, free of traffic, or external distractions. Moreover, a pre-test should be conducted to identify the need for safety measures. | The final score is calculated based on the time the participant takes to perform the test and is compared to the normative literature values available for the test. | A reduction of 5.5s in the test is the recommended MCID in OA research.85 |
| Timed-up and Go Test | This test assesses: balance moving from sitting to standing, stability in walking, and gait course changes without using compensatory strategies. The participant is asked to stand up from a chair, walk 3m, turn around, return, and sit back in the chair. | The total time to complete the test. | For the MCID, a reduction of 0.8–1.4s is recommended in OA research.85 |
| 6-Minute Walk Test | This test assesses the aerobic capacity and long-distance walking activity. In addition, it is used to assess endurance and dynamic balance when changing directions during the walking activity. | The maximum distance walked in 6min | A small MCID of 20m and a substantial MCID of 50m have been estimated for the test in a sample of community-dwelling older adults with mobility dysfunction.87 |
MCID, minimal clinically important difference; OA, osteoarthritis.
For physical function measures, it is crucial to understand that there is a clear distinction between patient-reported measures and performance-based measures. The first evaluates what patients perceive they can do, and the latter reflects what they can do. Previous reports show that for individuals with knee OA, self-reported measures are not correlated with objective measures of physical function.89–94 On the other hand, self-reported measures were related to pain, knee strength, and depression. Objective measures of physical function were correlated to functional self-efficacy (i.e. how confident an individual is to perform a physical task).95 Both are different constructs and are complementary, rather than competing, when assessing individuals with knee OA. Therefore, neither clinical researchers nor clinicians should substitute self-report outcome measures with performance-based measures, or vice versa. Instead, healthcare professionals treating knee OA should focus on collecting both types of outcome measures to obtain the most comprehensive assessment possible.
Future perspectivesAlthough research in OA has been documented for more than 100 years, there are still no successful therapies to stop or reduce the progression of joint degeneration. However, with technological advancements, new approaches and therapies are emerging to aid these patients.
Biomaterials such as scaffolds, hydrogels, microspheres, and nanofibers associated with cutting-edge advances in cell-based approaches that focus primarily on cartilage regeneration, hold promise in the regeneration of the OA joint.96 However, high-quality evidence is still scarce regarding this topic. Computer technologies also hold promise with respect to data mining (i.e. a process designed to search databases for consistent patterns and/or systematic relationships between variables) and machine learning approaches (i.e. a statistical method of data analysis using algorithms where a computer learns from a variety of examples). These technologies can be used in tandem to create patient-specific prediction models that analyze large amounts of patient data to design and develop effective and specific personalized therapeutic interventions for knee OA. The use of such modeling techniques may also result in substantial savings in medical resources and societal costs by reducing the burden of the disease.97 Moreover, these technologies can help advance the fields of imaging, electronic medical record keeping, genetic/genomic analysis, and serum sample analysis, therefore facilitating the stratification of relevant OA phenotypes.98,99
Mobile health is another promising category that offers an unprecedented opportunity to obtain real-world patient data using a smartphone's capabilities and embedded sensors, such as accelerometers, gyroscopes, magnetometers, and barometers, among others.100 These sensors, when configured correctly, can be used to precisely monitor aspects related to health, such as physical activity and function.101 Through the development of specific algorithms, data from these sensors can be processed and used to measure and record movement patterns that are commonly assessed in physical function tests. Researchers can collect and store large quantities of objective clinical data, at multiple time points, to help reduce patient's recall bias and to provide more reliable and precise data about patients’ fluctuation in symptoms.101,102
ConclusionOsteoarthritis is one of the most frequent diseases worldwide. The burden to society and health care systems is gradually increasing. It is our duty as healthcare professionals to leverage our access to high-quality evidence to increase the number of individuals receiving the appropriate core non-pharmacological treatments for knee OA. By doing so, we can increase the uptake of evidence-based guidelines in clinical practice of physical therapy. Patient education, exercise, and weight maintenance are vital for the successful treatment of these patients.
Conflicts of interestThe authors declare no conflicts of interest.
L.O. Dantas is a Ph.D. researcher from the São Paulo Research Foundation (FAPESP, Process number #2015/21422-6).
