10.4: Musculoskeletal Assessment

Now that you reviewed the anatomy of the musculoskeletal system and common musculoskeletal conditions, let’s discuss the components of a routine nursing assessment.

Subjective Assessment

Collect subjective data from the patient and pay particular attention to what the patient is reporting about current symptoms, as well as past history of musculoskeletal injuries and disease. Information during the subjective assessment should be compared to expectations for the patient’s age group or that patient’s baseline. For example, an older client may have chronic limited range of motion in the knee due to osteoarthritis, whereas a child may have new, limited range of motion due to a knee sprain that occurred during a sports activity.

If the patient reports a current symptom, use the OLD CART & ICE method described in the “Health History” chapter to obtain more information about this chief complaint. If the patient is experiencing acute pain or recent injury, focus on providing pain relief and/or stabilization of the injury prior to proceeding with the interview. Use information obtained during the subjective assessment to guide your physical examination. Sample focused interview questions to include during a subjective assessment of the musculoskeletal system are contained in Table \(\PageIndex{1}\). The first question of the musculoskeletal interview is based on the six most common symptoms related to musculoskeletal disease.^[1]

Table \(\PageIndex{1}\) Focused Interview Questions Related to the Musculoskeletal System

Interview Questions	Follow-up
Are you experiencing any current musculoskeletal symptoms such as muscle weakness, pain, swelling, redness, warmth, or stiffness?	Describe your concern today. Onset: When did this problem first start? Is it constant or does it come and go? Location: Where is this problem located? Can you point to it? Duration: How long have you had this problem? Characteristics: Please describe this problem (aching, throbbing, sharp, dull). For pain, how severe is the pain on a scale of 0-10? Aggravating Factors: Does anything bring on the symptom such as activity, weight-bearing, or rest? Does it occur at a certain time of day? Relieving Factors: Is there anything that makes it better or go away? Treatment: Have you taken anything or tried other treatments to relieve these symptoms, such as heat, ice, or massage. Impact on ADL's: How is it affecting your ability to complete daily activities? Coping Strategies: How do you cope when you have these symptoms? Emotional Symptoms: Emotionally, how do you feel when you have these symptoms?
Have you ever been diagnosed with a chronic musculoskeletal disease such as osteoporosis, osteoarthritis, or rheumatoid arthritis?	Please describe the conditions and treatments.
Have you ever been diagnosed with a neurological condition that affected the use of your muscles?	Please describe.
Have you had any previous surgeries on your bones or muscles, such as fracture repair or knee or hip surgery?	Please describe.
Are you currently taking any medications, herbs, or supplements for your muscles, bones, or the health of your musculoskeletal system?	Please describe.
Have you ever had a broken bone, strain, or other injury to a muscle, joint, tendon, or ligament?	Please describe.

Life Span Considerations

When conducting a subjective interview of children, additional information may be obtained from the parent or legal guardian.

Newborn

• Did your baby experience any trauma during labor and delivery?
• Did the head come first during delivery of your baby? Was the baby in breech position requiring delivery by Caesarean section?
• Were forceps used during delivery?
• Have been told your infant has a “click” within the hip(s)?
• Do you have any concern with your baby moving any joints, extremities, or neck normally? If so, describe.

Pediatric

• Has your child ever had a broken bone? If so, how was it treated?
• Has your child had any dislocation of a joint?
• Have you noticed any abnormality with your child’s spine, toes, feet, or hands? If so, describe.
• Does your child have any difficulty walking, jumping, or playing? If so, describe.
• Is your child involved in sports or organized physical activities? Do you have any concerns about your child being physically able to perform these activities?

Older Adults

When assessing older adults, it is important to assess their mobility and their ability to perform activities of daily living.

• Do you use any assistive devices such as a brace, cane, walker, or wheelchair?
• Have you fallen or had any near falls in the past few months? If so, was there any injury or did you seek medical care?
• Describe your mobility as of today. Have you noticed any changes in your ability to complete your usual daily activities such as walking, going to the bathroom, bathing, doing laundry, or preparing meals? If so, do you have any assistance available?

Objective Assessment

The purpose of a routine physical exam of the musculoskeletal system by a registered nurse is to assess function and to screen for abnormalities. Most information about function and mobility is gathered during the patient interview, but the nurse also observes the patient’s posture, walking, and movement of their extremities during the physical exam.

During a routine assessment of a patient during inpatient care, a registered nurse typically completes the following musculoskeletal assessments:

• Assess gait
• Inspect the spine
• Observe range of motion of joints
• Inspect muscles and extremities for size and symmetry
• Assess muscle strength
• Palpate extremities for tenderness^[2]

While assessing an older adult, keep in mind they may have limited mobility and range of motion due to age-related degeneration of joints and muscle weakness. Be considerate of these limitations and never examine any areas to the point of pain or discomfort. Support the joints and muscles as you assess them to avoid pain or muscle spasm. Compare bilateral sides simultaneously and expect symmetry of structure and function of the corresponding body area.

Inspection

General inspection begins by observing the patient in the standing position for postural abnormalities. Observe their stance and note any abnormal curvature of the spine such as kyphosis, lordosis, or scoliosis. Ask the patient to walk away from you, turn, and walk back toward you while observing their gait and balance.

Ask the patient to sit. Inspect the size and contour of the muscles and joints and if the corresponding parts are symmetrical. Notice the skin over the joints and muscles and observe if there is tenderness, swelling, erythema, deformity, or asymmetry. Observe how the patient moves their extremities and note if there is pain with movement or any limitations in active range of motion (ROM). Active range of motion is the degree of movement the patient can voluntarily achieve in a joint without assistance. See Figures 10.9 and 10.10 as resources for describing joint movement.

Palpation

Palpation is typically done simultaneously during inspection. As you observe, palpate each joint for warmth, swelling, or tenderness. If you observe decreased active range of motion, gently attempt passive range of motion by stabilizing the joint with one hand while using the other hand to gently move the joint to its limit of movement. Passive range of motion is the degree of range of motion demonstrated in a joint when the examiner is providing the movement. You may hear crepitus as the joint moves. Crepitus sounds like a crackling, popping noise that is considered normal as long as it is not associated with pain. As the joint moves, there should not be any reported pain or tenderness.

Assess muscle strength. Muscle strength should be equal bilaterally, and the patient should be able to fully resist an opposing force. Muscle strength varies among people depending on their activity level, genetic predisposition, lifestyle, and history. A common method of evaluating muscle strength is the Medical Research Council Manual Muscle Testing Scale.^[3] This method involves testing key muscles from the upper and lower extremities against gravity and the examiner’s resistance and grading the patient’s strength on a 0 to 5 scale. See Table 10.4a for the muscle strength testing scale.

Table 10.4a: Muscle Strength Scale[4]

0 – No muscle contraction

1 – Trace muscle contraction, such as a twitch

2 – Active movement only when gravity eliminated

3 – Active movement against gravity but not against resistance

4 – Active movement against gravity and some resistance

5 – Active movement against gravity and examiner’s full resistance

To assess upper extremity strength, first begin by assessing bilateral hand grip strength. Extend your index and second fingers on each hand toward the patient and ask them to squeeze them as tightly as possible. Then, ask the patient to extend their arms with their palms up. As you provide resistance on their forearms, ask the patient to pull their arms towards them. Finally, ask the patient to place their palms against yours and press while you provide resistance. See Figure \(\PageIndex{1}\)^[5] for images of a nurse assessing upper extremity strength.

Figure \(\PageIndex{1}\): Assessing Hand Grips and Upper Extremity Strength

To assess lower extremity strength, perform the following maneuvers with a seated patient. Place your palms on the patient’s thighs and ask them to lift their legs while providing resistance. Secondly, place your hands behind their calves and ask them to pull their legs backwards while you provide resistance. Place your hands on the top of their feet and ask them to pull their feet upwards against your resistance. Finally, place your hands on the soles of their feet and ask them to press downwards while you provide resistance, instructing them to “press downwards like pressing the gas pedal on a car.” See Figure \(\PageIndex{2}\)^[6] for images of a nurse assessing lower extremity strength.

Figure \(\PageIndex{2}\): Assessing Lower Extremity Strength

Video Review of Musculoskeletal Assessment^[7]

A YouTube element has been excluded from this version of the text. You can view it online here: https://wtcs.pressbooks.pub/nursingskills/?p=1371

See Table \(\PageIndex{2}\) for a comparison of expected versus unexpected findings when assessing the musculoskeletal system.

Table \(\PageIndex{2}\) Expected Versus Unexpected Findings on Musculoskeletal Assessment

Assessment	Expected Findings	Unexpected Findings (document and notify provider if a new finding*)
Inspection	Erect posture with good balance and normal gait while walking. Joints and muscles are symmetrical with no swelling, redness, or deformity. Active range of motion of all joints without difficulty. No spine curvature.	Spinal curvature is present. Poor balance or unsteady gait while walking. Swelling, bruising, erythema, or tenderness over joints or muscles. Deformity of joints. Decreased active range of motion. Contracture or foot drop present.
Auscultation	Not applicable	Crepitus associated with pain on movement.
Palpation	No palpable tenderness or warmth of joints, bones, or muscles. Muscle strength 5/5 against resistance.	Warmth or tenderness on palpation of joints, bones, or muscles. Decreased passive range of motion. Muscle strength of 3/5 or less.
*CRITICAL CONDITIONS to report immediately		Hot, swollen, painful joint. Suspected fracture, dislocation, sprain, or strain.

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1. Miller, S. B. (1990). An overview of the musculoskeletal system. In Walker, H. K., Hall, W. D., Hurst, J. W. (Eds.), Clinical methods: The history, physical, and laboratory examinations (3rd ed.). Butterworths. www.ncbi.nlm.nih.gov/books/NBK266/↵
2. Giddens, J. F. (2007). A survey of physical examination techniques performed by RNs: Lessons for nursing education. Journal of Nursing Education, 46(2), 83-87. doi.org/10.3928/01484834-20070201-09↵
3. This work is a derivative of StatPearls by Naqvi and Sherman and is licensed under CC BY 4.0↵
4. This work is a derivative of StatPearls by Naqvi and Sherman and is licensed under CC BY 4.0↵
5. "Neuro Exam image 38.png," Neuro Exam image 41.png," and "Neuro Exam image 39.jpg" by Meredith Pomietlo for Chippewa Valley Technical College are licensed under CC BY 4.0↵
6. "Musculoskeletal Exam image 2.png," "Neuro Exam image 6.png," and "Musculoskeletal Exam Image 7.png" by Meredith Pomietlo for Chippewa Valley Technical College are licensed under CC BY 4.0↵
7. RegisteredNurseRN. (2017, December 22). Upper & lower extremities assessment nursing | Upper, lower extremity examination. [Video]. YouTube. All rights reserved. Video used with permission. https://youtu.be/1sKnumpKT_Y↵