Patient education: Osteoarthritis symptoms and diagnosis (Beyond the Basics)
- Michael Doherty, MA, MD, FRCP, FHEA
Michael Doherty, MA, MD, FRCP, FHEA
- Professor of Rheumatology and Head of Rheumatology, Orthopaedics and Dermatology
- School of Medicine
- University of Nottingham
- Abhishek Abhishek, MBBS, MD, MRCP, PhD
Abhishek Abhishek, MBBS, MD, MRCP, PhD
- Clinical Associate Professor of Rheumatology
- School of Medicine
- University of Nottingham
- Nottingham, UK
- Honorary Consultant Rheumatologist
- Queen's Medical Centre
- Nottingham University Hospitals NHS Trust
- Nottingham, UK
Osteoarthritis (OA) is a common type of arthritis. In OA, the cartilage in the joints (which normally protects bones from rubbing together) wears down, and bone spurs can form (figure 1). Common OA symptoms include pain, stiffness, some loss of joint motion, and changes in the shape of affected joints. Although OA can affect almost any joint, it most often affects the hands, knees, hips, feet, and spine.
OA is a chronic condition that gradually worsens over time; however, there are several measures that may slow its progression and control symptoms. The diagnosis of OA is the first step in ensuring the appropriate treatment of OA.
This article reviews the symptoms and diagnostic tests that may be used for people with OA. Treatment of OA is discussed separately. (See "Patient education: Osteoarthritis treatment (Beyond the Basics)".)
TYPES OF OSTEOARTHRITIS
There are two main types of osteoarthritis (OA), which have differing causes.
Idiopathic osteoarthritis — Idiopathic OA has no identifiable cause. It may be localized (confined to one or two joints) or generalized (present in three or more joints).
Secondary osteoarthritis — Secondary OA is caused by an underlying condition, such as a joint injury; other bone and joint conditions (eg, rheumatoid arthritis); or a medical condition, such as diabetes.
OSTEOARTHRITIS RISK FACTORS
A number of factors can increase the risk of developing osteoarthritis (OA); most people with OA have one or more of these factors (table 1).
Age — Advancing age is one of the strongest risk factors for OA. The condition rarely occurs in people younger than age 40, but at least 80 percent of people over age 55 have some X-ray evidence of the disorder. However, not all people with arthritis on an X-ray have joint pain or other joint problems.
Gender — For unknown reasons, women are between two and three times more likely than men to develop OA.
Obesity — People who are obese are at high risk of developing OA. Weight loss may reduce this risk.
Occupation — OA of the knee has been linked to certain occupations that require frequent squatting and kneeling, including cotton processing, dock work, shipyard work, and carpentry.
OA of the hip has been linked to farm work, construction work, and other activities that require heavy lifting, prolonged standing, or walking several miles each day.
Sports — The risk of OA is increased in those who participate in certain sports, including wrestling, boxing, pitching in baseball, cycling, parachuting, cricket, gymnastics, ballet dancing, soccer, and football; by contrast, running does not appear to increase the risk of OA.
The symptoms of osteoarthritis (OA) usually begin after age 40 and can vary considerably from one person to another (table 1).
Pain — The main symptom of OA is joint pain that is worse with activity and relieved by rest. In severe cases, the pain may also occur at rest or at night. The pain usually occurs near the affected joint; however, in some cases, the pain may be referred to other areas. For example, the pain of OA of the hip may actually be felt in the lower thigh or at the knee.
Joints affected by OA may be tender to the touch. The level of pain is typically constant over time. Any sudden increases in the level of pain may indicate recent injury or an underlying condition such as gout. (See "Patient education: Gout (Beyond the Basics)".)
Stiffness — Morning stiffness is a common symptom of OA. This stiffness usually resolves within 30 minutes of rising, but it may recur throughout the day during periods of inactivity. Some people note a change in symptoms related to the weather.
Swelling (effusion) — OA may cause a type of joint swelling called an effusion, which results from the accumulation of excess fluid in the joint.
Crackling or grating sensation (crepitus) — Movement of a joint affected by OA may cause a crackling or grating sensation called crepitus. This sensation likely occurs because of roughening of the normally smooth surfaces inside the joint.
Bony outgrowths (osteophytes) — OA often causes outgrowths of bone called osteophytes or bone spurs. These bony protuberances can be felt under the skin near joints and typically enlarge over time.
Symptoms in specific joints — OA does not affect all joints equally. The condition most commonly affects the fingers, knees, hips, and spine; it rarely affects the elbow, wrist, and ankle. Furthermore, it often affects joints on one side of the body differently than on the other side.
There is no single sign, symptom, or test that can diagnose osteoarthritis (OA). Instead, the diagnosis is based on several factors, including the person's age, history, and symptoms. Laboratory tests and imaging studies (such as X-rays) are sometimes done, particularly if the person's symptoms are atypical, but are not required to make the diagnosis.
Diagnostic criteria — Formal criteria are often used to diagnose OA in specific joints.
●OA of the knee – The criteria for OA of the knee include the presence of knee pain plus at least three of the following characteristics:
•Age greater than 50 years
•Morning stiffness lasting less than 30 minutes
•Crackling or grating sensation (crepitus)
•Bony tenderness of the knee
•Bony enlargement of the knee
•No detectable warmth of the joint to the touch
Laboratory tests and X-rays are often used in addition to these criteria.
●OA of the hand – The criteria for OA of the hand include the presence of hand pain plus at least three of the following characteristics:
•Bony enlargement of at least 2 of 10 selected joints
•Bony enlargements of two or more distal interphalangeal (DIP) joints
•Fewer than three swollen metacarpophalangeal (MCP) joints
•Deformity of at least 1 of the 10 selected joints
OA of the hand can often be diagnosed on the basis of these criteria alone, and laboratory tests and X-rays may be unnecessary.
●OA of the hip – The diagnosis of OA of the hip relies on the results of laboratory tests and X-rays. The criteria include the presence of hip pain plus at least two of the following characteristics:
•A normal erythrocyte sedimentation rate (ESR)
•The presence of bony outgrowths (osteophytes) on X-rays
•The presence of joint space narrowing on X-rays, indicating a loss of cartilage
Laboratory tests — Laboratory tests may be used to diagnose OA by ruling out conditions with similar symptoms.
Imaging tests — X-rays are often helpful for tracking the status of OA over time; however, they are slow to show the changes and may appear normal during the early stages.
Other types of imaging tests, such as ultrasound and magnetic resonance imaging (MRI), may be used to detect damage to cartilage, ligaments, and tendons, which cannot be seen on X-ray.
COURSE OF OSTEOARTHRITIS
Osteoarthritis (OA) generally worsens slowly over time, although it stabilizes in some people. In those whose pain and joint stiffness worsens over time, there is usually intermittent worsening (worsening, then stabilization for a period).
Some people with OA are able to function normally despite pain, while others may have difficulty with even simple tasks as a result of pain. Exercise may help to prevent loss of strength and may decrease the chances of becoming disabled.
The treatment of osteoarthritis (OA) is discussed in a separate topic review. (See "Patient education: Osteoarthritis treatment (Beyond the Basics)".)
WHERE TO GET MORE INFORMATION
Your healthcare provider is the best source of information for questions and concerns related to your medical problem.
This article will be updated as needed on our web site (www.uptodate.com/patients). Related topics for patients, as well as selected articles written for healthcare professionals, are also available. Some of the most relevant are listed below.
Patient level information — UpToDate offers two types of patient education materials.
The Basics — The Basics patient education pieces answer the four or five key questions a patient might have about a given condition. These articles are best for patients who want a general overview and who prefer short, easy-to-read materials.
Patient education: Osteoarthritis (The Basics)
Patient education: Hip replacement (The Basics)
Patient education: Arthritis and exercise (The Basics)
Patient education: Meniscal tear (The Basics)
Patient education: Paget disease of bone (The Basics)
Beyond the Basics — Beyond the Basics patient education pieces are longer, more sophisticated, and more detailed. These articles are best for patients who want in-depth information and are comfortable with some medical jargon.
Professional level information — Professional level articles are designed to keep doctors and other health professionals up-to-date on the latest medical findings. These articles are thorough, long, and complex, and they contain multiple references to the research on which they are based. Professional level articles are best for people who are comfortable with a lot of medical terminology and who want to read the same materials their doctors are reading.
Patient guidelines for weight-resistance training in osteoarthritis
Risk factors for and possible causes of osteoarthritis
Overview of surgical therapy of knee and hip osteoarthritis
Overview of the management of osteoarthritis
Clinical manifestations and diagnosis of osteoarthritis
Management of knee osteoarthritis
The following organizations also provide reliable health information.
●National Library of Medicine
(www.nlm.nih.gov/medlineplus/arthritis.html, available in Spanish)
●National Institute of Arthritis and Musculoskeletal and Skin Diseases
●National Institute on Aging
(www.nia.nih.gov/health/publication/arthritis-advice, available in Spanish)
●American College of Rheumatology
●The Arthritis Foundation
- Hochberg MC. Prognosis of osteoarthritis. Ann Rheum Dis 1996; 55:685.
- Guidelines for the initial evaluation of the adult patient with acute musculoskeletal symptoms. American College of Rheumatology Ad Hoc Committee on Clinical Guidelines. Arthritis Rheum 1996; 39:1.
- Wu CW, Morrell MR, Heinze E, et al. Validation of American College of Rheumatology classification criteria for knee osteoarthritis using arthroscopically defined cartilage damage scores. Semin Arthritis Rheum 2005; 35:197.
- Altman R, Alarcón G, Appelrouth D, et al. The American College of Rheumatology criteria for the classification and reporting of osteoarthritis of the hand. Arthritis Rheum 1990; 33:1601.
- Altman R, Alarcón G, Appelrouth D, et al. The American College of Rheumatology criteria for the classification and reporting of osteoarthritis of the hip. Arthritis Rheum 1991; 34:505.
All topics are updated as new information becomes available. Our peer review process typically takes one to six weeks depending on the issue.