Assessment & Monitoring
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Assessment - Blood Tests
Assessment - x-rays
Assessment - General
Assessment - Examining Joints
An x-ray of the hands
showing changes that can develop in Rheumatoid Arthritis
(Reproduced by kind permission of Abbott Laboratories, UK)
When you see the doctor or nurse there will be a general assessment of your health. In addition the team will also want to focus on the assessments necessary to see how your arthritis is. The level of assessment and monitoring you have will depend upon your condition. That is why it is important for you to understand your arthritis and know how to cope with your arthritis.
further information see How to manage your Arthritis and Why See a Nurse?
Assessment - General
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Your doctor, nurse or healthcare practitioner will need some information
from you about your arthritis to help them assess how well controlled the
arthritis is and how you are coping generally. Some of the questions you
will be asked by your healthcare will include:
Are you feeling generally well?
How you feel generally apart from the problems you are experiencing with
your joints will be important for the doctor or nurse to know. This will
help them focus on specific ways of resolving your problems and exclude
any other problems that might be contributing to your arthritis.
However, if you are feeling generally unwell this will mean a wider
assessment of your health and your arthritis. Some types of arthritis
cause ‘systemic effects’ (e.g. problems that could affect you generally)
that must be assessed. Some examples of a 'Systemic effect' that can cause
problems to other parts of your body (apart from your joints) are feelings
of tiredness, fatigue or more specific problems related to your health for
instance a condition called Psoriatic Arthritis also affects the skin.
Some forms of arthritis have a 'systemic effect' and others don’t.
If you know your type of arthritis does not have 'systemic effects' then
it might be useful to review your problems and decide if they are related
to your arthritis or other problems.
Do you have stiffness of the joints?
Stiffness and pain can sometimes be difficult to separate with the
discomfort of arthritis. Stiffness is usually the difficulty in 'getting
going'. Pain is the experience you may have on initial movement. The
doctor or nurse will want to know when you have stiffness in the joints
and how long that stiffness lasts. This can help the teams know how best
to help you.
In Osteoarthritis stiffness in the joints is often after sitting down for
a while or periods of inactivity. It improves on movement. Sometimes one
or two joints maybe especially painful and have inflammation. So
understanding when the pain/stiffness occurs, which joints are affected
and how long the discomfort lasts will help the team know what to do to
relieve those symptoms.
Some types of arthritis can regularly have inflammation in the joint. A
general term to cover all these types of arthritis is 'inflammatory
arthritis'. There are many of these types of inflammatory arthritis but
some of these include Rheumatoid Arthritis, Psoriatic Arthritis, Ankylosing Spondylitis and Reactive Arthritis. Inflammation in the joints
due to the 'inflammatory' types of arthritis usually means that the
stiffness is at its worst at the beginning of the day. This is
usually called Early Morning Stiffness (EMS). The length of time that the
EMS lasts can be an indicator of how active your arthritis is.
The length of time is usually calculated in minutes and so you can measure
for yourself how long your EMS lasts. It should be measured when you first
get up and moving around with difficulty in the morning to when you feel
you are moving reasonably freely. The increase in EMS can be a clue to an
increase in the activity of the arthritis. This is often called a 'flare'.
Do you have any pain?
Pain can be very difficult to describe. There are a number of important
points that might help you to think about the pain you experience and how
to explain the sensations you experience:
How bad is the pain?
Can you score the level of pain you have out of 10 with 10 being the worst possible pain you have ever experienced and 0 being no pain whatsoever? You may be asked in clinic to mark a line, which has ‘no pain at all’ on the left hand side, and at the other end of the line has 'unbearable pain'. You will be asked to make a mark on the line indicated where you feel your pain has been along the line. This helps us to measure changes in your pain from one point in time to another. This is important as pain is a unique and individual sensation and changes should be measured against your own personal experience of pain and whether it is best or worse than last time you were seen. Examples of how these are used can be seen on this link:
When do you experience the pain?
Is the pain all the time, constantly whether you are staying still or moving? Is there a difference when you are bearing weight on the joint or not? These questions will help the doctors and nurses caring for you understand the current problems and find ways of resolving the pain. Finding ways to protect joints can reduce the pain. For instance a painful knee may be helped by the use of a walking stick to relieve the weight on the joint. If the pain is constant the healthcare team will want to look at further information to guide their diagnosis of your problems (for instance they may wish to examine the joints, take blood tests or consider taking some fluid from the joint to analyse the fluid in the joint). In some cases they may want to take an x-ray.
It is helpful to try and think about the pain, when it is worst, what relieves the pain and what particular movements may increase the level of pain or reduce the joints ability to work. For example some people experience 'locking' in the knee joint, which feels like the joint cannot move anymore. This may be on going up or down stairs. A useful article on pain and how pain works can be found on the National Rheumatoid Arthritis Society website:
What have you been doing to relieve the pain?
There are a number of ways to help relieve pain. Some pain relief is
achieved using medicines but there are a number of ways of relieving pain
using cold packs, rest and joint protection techniques (see
Pain). What your doctor or nurse will want to know include:
- what methods you are using to relieve pain
- are they effective
- how often are you taking your medications and at what dose?
- are you taking them regularly to ensure you keep control of the pain?
It is important to mention all treatments you are using to reduce the pain. This should include any alternative or complimentary therapies or other tablets you might have bought from your local chemist or health food shops.
What other tablets are your taking for other problems?
The doctors and nurses need to be sure that the medications will not
interact with any other treatments you are taking or cause unacceptable
side effects. It may also help them to decide what tablets they choose to
prescribe for you, for instance some important types of pain relief for
arthritis can be a problem for people who have problems with their heart,
stomach or kidneys.
How do you feeling you are coping with your arthritis?
This is a very important question, not only because it often gives you an opportunity to talk about other things that are happening in your life. You may also feel that other things may be complicating the way you cope with your arthritis. It does help the team to understand your view of your condition and what you are hoping to achieve in care. This is an important aspect of healthcare management. We call this aspect of care person centered care - meaning that the things that are important to you are as important for the health professionals to consider when decided upon your treatment plans. These treatment plans should be as a result of ‘shared decision making’ between you and your healthcare team.
There are a number of things that can affect how you cope both mentally and physically with your arthritis. In the same way that if you were holding down a challenging full time career other factors can affect how you manage your workload. These can include family matters and the level of understanding or support you have from the family. Whether there are any specific worries or difficulties (for instance having Rheumatoid Arthritis and having a disabled child with a long term chronic disease) will have a big effect on your workload and how you will cope both financially and physically.
Your own views and previous understanding of arthritis and particularly the type of arthritis you have may form a view about how you cope mentally with the disease. It is important if you have concerns about your disease that you ask to see a nurse/practitioner to give you enough time to discuss these issues and ensure that you have sufficient information to help you understand your disease.
It may be worthwhile taking a little time to write down a few bullet points of the important things you want to tell the health professionals you will be seeing. Remember using the time you have with them efficiently is important for your management.
See What is Arthritis,
Manage your Arthritis,
Why See a Nurse?
Assessment - Examining joints
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Your joints will be examined when you attend clinic. The number of joints that will be examined will vary depending upon the type of arthritis you have, how your arthritis is at the time of the consultation and whether you need a regular joint assessment because of the treatments you are receiving. In many hospital clinics a full joint assessment is undertaken by a rheumatology specialist nurse/practitioner. Sometimes you might be seen in a clinic in the community by a physiotherapists, nurse or doctor. These are sometimes called Triage, Musculoskeletal clinics or Clinical Assessment Teams.
The examination will include examining for pain and swelling in individual joints The swelling sometimes isn't easy to see but can be identified by skilled practitioners. Increasingly clinics are using an ultra sound machine which can see the inflammation and fluid in the joints very
You may also have your joints examined to see how well your joints move. The way your joints move will help to identify specific problems you may be having. For instance you may be asked to put your hands behind your head. This will help the practitioners see how wide your range of movements are and if movement gives you pain. For example you may be unable to make some movements due to pain or swelling.
Some patients, particularly with inflammatory arthritis (for example
Rheumatoid Arthritis) require regular treatment for their arthritis (see
Medications) and will be asked to have a regular assessment called a Disease Activity Score 28 (DAS 28). This set of measures is used to assess the how active the disease is at the time and also includes a measure of how you feel your arthritis is. Only a certain amount of joints are assessed using the DAS 28. This is an assessment tool that has been well researched and shown to be a good measure of overall disease activity. The DAS 28 is an important assessment tool that is often used for ensuring someone is eligible for new therapies such as biologics
The National Institute of Clinical Excellence have set out criteria for treatment with some of these drugs (usually given by subcutaneous injection or intravenous infusion) and information can be seen on www.nice.org.uk. The key information you need about treatment and access to treatment can be found on the NICE website. All documents and information are regularly updated on this site. The decisions NICE make are very important as NHS organisations in England and Wales have to follow their recommendations including who can receive these therapies and when they can be started or stopped.
Assessment - x-rays
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You may be asked to have an x-ray before attending the hospital department
to be seen. However, again, this will depend upon what your problems are
and whether they will help the diagnosis. Unnecessary exposure to X-rays
means that you should only be having an x-ray if:
- It is to assess current level of damage,
- Measuring effectiveness of treatments or disease activity
- Check that you have no other problems that might affect your treatment (for example a chest x-ray)
- Or it helps to make a diagnosis
An example of an x-ray can be seen at the top of the page. The x-ray of the hand shows different types of damage as a result of Rheumatoid Arthritis. Women who think there is any risk that they might be pregnant should make sure they inform the doctor or nurse – x-rays should be avoided wherever possible, particularly in the early phases of the babies development.
Assessment - Ultra
Sound or MRI
Increasingly it has been shown that other types of examinations (other than the usual type of x-ray) can be more effective in identifying early signs of inflammation and possible early signs of damage or changes in the bone and tissues surrounding the bone. Ultra sound can see more of the inflamed tissues that surround the joint before x-rays can identify any changes.
This is becoming an area of great interest for some types of arthritis where it is now clear that the earlier we treat these very early signs of inflammation in the joint the less long term damage that can occur to the individual with arthritis. This is of particular benefit for people with Rheumatoid Arthritis.
MRI is not routinely used by maybe used in some circumstances when other types of investigation do not provide sufficient information to help the doctor identify the problems you might be experiencing. MRI uses a powerful magnetic fields that beamed through the body to provide pictures transmitted to a computer system. It is possible to take pictures of all parts of the body from different angles. It can show fluid, fat and other soft tissues in relation to the joints and organs in the body.
Ultra-sound scanning uses a little probe (like a pen/or wiper) that is run over the area to be looked at – a jelly like substance is used to help the probe pick up the images but it doesn’t hurt and nothing penetrates the skin. Ultra sound is carried out by a trained healthcare professional and can identify very early signs of inflammation.
Assessment - blood results
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You may require some blood tests to be taken, again this will depend upon
the type of arthritis you have. An excellent information leaflet from www.arthritisreseachuk.org is available on blood tests and investigations in
Some of the tests will include blood tests to examine your general blood picture for instance if you are anaemic, have any infections and have the right balance of red and white blood cells. Other tests will be looking at different types of inflammation or immune responses in your body or levels of certain types of elements that might be a bit higher in some people with certain types of arthritis (for instance gout may have an increase Uric Acid measure in their blood).
Other tests such as the rheumatoid factor or anti-citrullianted protein antibody (anti-CCP)tests are specifically used if conditions such as Rheumatoid Arthritis are suspected. However, the tests on their own have little value and are only used when you have been properly examined and a good medical history has been taken. You may still have Rheumatoid Arthritis even if you have had a blood test that shows you do not have ‘rheumatoid factor’ present in your blood. Equally you can have a rheumatoid factor positive test but may not have rheumatoid arthritis.
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If you are being reviewed regularly in a community clinic or hospital department for your arthritis it is likely that you will be asked to have blood tests and x-rays from time to time. You should have regular blood tests if you are receiving treatment for any type of Inflammatory Arthritis. Examples of the Disease Modifyng Drugs used that require regular blood monitoring include: Methotrexate, Sulfasalazine, Penicillamine, Gold, Leflunomide, Ciclosporin. In addition you should also be regularly monitored if you are treated with biologics, these include (but not limited to) treatments such
Increasingly this list of new therapies is growing – discuss the full treatment options with your doctor or
Some hospitals have a special monitoring system in their department and others arrange to share the management of blood monitoring and review of the tests with your own General Practitioner (GP). It is important that you know the system used in your local area and that it ensures you are safe on treatment.
In many units there is an educational programme to help you understand your arthritis and some of these include information on your blood tests and what to look out for in the blood results, depending upon the treatment you are on. Ideally you should know what your blood tests are and have a copy of them in a monitoring booklet. This is extremely helpful if you are travelling abroad with your medications, or for you to learn more about these bloods tests. If you are unsure about the blood monitoring arrangements at your hospital or health centre ask the rheumatology team or practice nurse to advise you. An example of a monitoring booklet;
Learning about your blood tests may help you to understand a little more
about what happens when you have a flare or an infection and how to
identify problems with your blood results.
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If you are being seen regularly by your doctor/nurse or rheumatology
department because of your arthritis they will want to assess you for a
number of reasons. These include:
- Checking that the
treatment you are on is working well and controlling the disease
- Assessing whether
you are coping well and your mobility and range of movements is
- Ensuring that you
are safe and on treatment and there are no side effects as a result of
- Reviewing your
pain control and ensuring that you are controlling that effectively.
- Checking you have
the appropriate level of support to cope with your arthritis.
The monitoring of your
arthritis will again vary according to the type of arthritis you have. Not
all types of arthritis require a regular assessment and review but
information and support should be available for you from your health
centre to help you to manage your arthritis and know where to get help
should you require it.
If you are attending clinic regularly it is likely that you will be asked
the questions we have discussed in this section. In addition your joints
maybe examined, blood tests and x-rays (or an ultrasound scan) will be reviewed and additional
examinations maybe necessary depending upon the arthritis you have. You
may also be asked to see a member of the rheumatology team to assess you
or help to resolve problems identified in clinic. These include:
assessment - to see if you are able to manage all the practical aspects
at home and work with the appropriate equipment to ensure you protect
your joints and use your energy effectively.
and joint assessments - exercise is an important part of most types of
arthritis - maintaining a good range of movements will help you to keep
active and fit.
footwear and devices to improve mobility - sometimes simple things that
an arch support can stop further damage to joints or changes to the
normal function of the joint.
- walking sticks, bath aids, kettle tippers and other pieces of
equipment can be useful.
support - there are times when how you cope mentally with your arthritis
can be supported by additional guidance on support on how to focus on
positive aspects of coping. This may be provided by a nurse/
practitioner, or a psychologist who understand the needs of those with
Dietary advice. A
good healthy balanced diet is important for all individuals not just
those with arthritis, however, sometimes additional support for dietary
advice can be especially helpful with some types of arthritis (e.g.
For more detailed information and guidance visit
See also Why see a Nurse?
All these specialists
will have their own specific assessment and monitoring methods. When you
have seen one of these practitioners you can ask them how they will
measure the benefit of treatment and what they need to know from you when
you attend clinic next time.