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Author: Carlos J Lozada, MD, Director of Rheumatology Fellowship Program, Associate Professor, Department of Medicine, Division of Rheumatology and Immunology, Jackson Memorial Medical Center, University of Miami School of Medicine

Carlos J Lozada is a member of the following medical societies: American College of Rheumatology

Coauthor(s): Eli Steigelfest, MD, Consulting Staff, Department of Rheumatology, The Consultant Group PC

Editors: John Varga, MD, Professor, Department of Internal Medicine, Division of Rheumatology, Northwestern University; Francisco Talavera, PharmD, PhD, Senior Pharmacy Editor, eMedicine; Elliot Goldberg, MD, Dean of the Western Pennsylvania Clinical Campus, Professor, Department of Medicine, Temple University School of Medicine; Alex J Mechaber, MD, FACP, Assistant Dean for Medical Curriculum, Associate Professor of Medicine, Division of General Internal Medicine, University of Miami Miller School of Medicine; Herbert S Diamond, MD, Professor of Medicine, Temple University School of Medicine; Chairman, Department of Internal Medicine, Western Pennsylvania Hospital

Author and Editor Disclosure

Synonyms and related keywords: osteoarthrosis, OA, joint pain, back pain, physical therapy

Background

Osteoarthritis (OA) is the most common articular disease worldwide, affecting over 20 million individuals in the United States alone. Its high prevalence entails significant costs to society. Direct costs include physician visits, medications, and surgical intervention. Indirect costs include such items as time lost from work. Costs can be particularly significant for the elderly, who face potential loss of independence and who may need help with daily living activities. As the populations of developed nations age over the next few decades, the need for better understanding of OA and for improved therapeutic alternatives will continue to grow.

Pathophysiology

Traditionally, OA has been considered a disease of articular cartilage. The current concept holds that OA involves the entire joint organ, including the subchondral bone and synovium.

OA has always been classified as a noninflammatory arthritis; yet, there is increasing evidence for inflammation occurring with cytokine and metalloproteinase release into the joint. Therefore, the term degenerative joint disease is no longer appropriate when referring to OA.

The joints predominantly involved are weight bearing and include the knees, hips, cervical and lumbosacral spine, and feet. Other commonly affected joints include the distal interphalangeal (DIP) and proximal interphalangeal (PIP) joints of the hands.

Cartilage is grossly affected. Focal ulcerations eventually lead to cartilage loss and eburnation. Subchondral bone formation occurs as well, with development of bony osteophytes.

Frequency

United States

OA affects over 20 million individuals. Radiologic definition indicates that more than half of the population older than 65 years is affected.

International

OA is the most common articular disease. Estimates vary among different populations.

Mortality/Morbidity

  • Disease progression characteristically is slow, occurring over several years or decades.
  • Pain is usually the initial and principal source of morbidity in OA. The patient can become progressively more inactive leading to morbidities related to decreasing physical activity including potential weight gain.

Race

Different prevalences have been cited for different ethnic groups. African American women appear to have a greater prevalence of knee OA than other groups.

Sex

  • Prevalence increases with age. Equivalent prevalence occurs in men and women aged 45-55 years. After age 55, prevalence becomes greater in women.
  • DIP and PIP joint involvement resulting in Heberden's and Bouchard's nodes is more common in women.

Age

  • OA can be defined epidemiologically (ie, using radiographic criteria) or clinically (eg, radiographs plus clinical symptoms). Radiographic criteria indicate that OA occurs in 30% of affected individuals aged 45-65 years and in more than 80% by their eighth decade of life, although most are asymptomatic.



History

  • Pain
    • This is the main reason patients seek medical attention.
    • Initially, symptomatic patients incur pain during activity, which can be relieved by rest and may respond to simple analgesics.
    • Morning stiffness in the joint usually lasts for less than half an hour.
    • Stiffness at times of rest (gelling) may develop.
    • Joints may become unstable with disease progression; therefore, the pain can become more prominent (even at times of rest) and may not respond to medications.

Physical

  • Physical examination findings are mostly limited to the affected joints.
    • Malalignment with a bony enlargement (depending on the disease severity) may occur.
    • In most cases, erythema or warmth over the joint does not occur; however, an effusion may be present.
    • Limitation of joint motion or muscle atrophy around a more severely affected joint may occur.
  • Sources of pain in OA
    • Joint effusion and stretching of the joint capsule

    • Increased vascular pressure in subchondral bone

    • Torn menisci

    • Inflammation of periarticular bursae

    • Periarticular muscle spasm

    • Psychological factors
    • Crepitus (a rough or crunchy sensation) may be palpated during motion of an involved joint.

Causes

  • Risk factors
    • Age
    • Obesity
    • Female sex
    • Trauma
    • Infection
    • Repetitive occupational trauma

    • Genetic factors

    • History of inflammatory arthritis

    • Neuromuscular disorder

    • Metabolic disorder
  • The etiopathogenesis of OA has been divided into the following 3 stages:
    • Stage 1: Proteolytic breakdown of the cartilage matrix occurs. Chondrocyte metabolism is affected, leading to an increased production of enzymes, which includes metalloproteinases (eg, collagenase, stromelysin) that destroy the cartilage matrix. Chondrocytes also produce protease inhibitors, including tissue inhibitors of metalloproteinases (TIMP) 1 and 2 but in amounts insufficient to counteract the proteolytic effect.
    • Stage 2: This stage involves the fibrillation and erosion of the cartilage surface, with a subsequent release of proteoglycan and collagen fragments into the synovial fluid.
    • Stage 3: The breakdown products of cartilage induce a chronic inflammatory response in the synovium. Synovial macrophage production of cytokines, such as interleukin 1 (IL-1), tumor necrosis factor-alpha, and metalloproteinases, occurs. These can diffuse back into the cartilage and directly destroy tissue or stimulate chondrocytes to produce more metalloproteinases. Other pro-inflammatory molecules (eg, nitric oxide [NO], an inorganic free radical) also may be a factor. Eventually, these events alter the joint architecture, and compensatory bone overgrowth occurs in an attempt to stabilize the joint. As the joint architecture is changed and further mechanical and inflammatory stress occurs on the articular surfaces, the disease progresses unchecked.



Rhinosporidiosis

Other Problems to be Considered

Diagnosis usually can be made on clinical grounds. The history and physical examination findings are sufficient. Radiographic findings confirm the initial impression, and laboratory values typically are within the normal range. The initial goal is to differentiate OA from other arthritides (eg, rheumatoid arthritis [RA]).

RA predominately affects the wrists and the metacarpophalangeal (MCP) and PIP joints. Rarely, if ever, does RA involve the DIP joints or lumbosacral spine. RA is associated with prominent morning stiffness lasting longer than 1 hour, and radiographic findings are bone erosion (eg, periarticular osteopenia, marginal erosions of bone) rather than formation. Laboratory findings that further differentiate RA include systemic inflammation, a positive rheumatoid factor, joint fluid with polymorphonuclear cell predominance, and a substantially elevated WBC count.

Clinical history and characteristic radiographic findings can differentiate spondyloarthropathy from sacroiliac and lumbosacral spine involvement.

Secondary OA must be considered in individuals with chondrocalcinosis, joint trauma, metabolic bone disorders, hypermobility syndromes, and neuropathic diseases.

Reiter syndrome is another problem that may be considered.



Lab Studies

  • No specific laboratory abnormalities are associated with OA.
    • The acute-phase reactants and erythrocyte sedimentation rate are not elevated.
    • Synovial fluid analysis usually indicates a white cell count less than 2000 per mm3 with a mononuclear predominance.

Imaging Studies

  • Radiography
    • Conduct imaging studies of the affected joint.
    • The presence of osteophytes (ie, spurs at the joint margins) is the most characteristic findings.
    • Other findings include asymmetric joint space narrowing, subchondral sclerosis, and subchondral cyst formation.
    • Roentgenographic findings are often poor predictors of the degree of symptomatology in a particular patient.

Procedures

  • Arthrocentesis of the affected joint can help exclude inflammatory arthritis, infection, or crystal arthropathy.

Histologic Findings

Histologically, the earliest changes occur in the cartilage. Proteoglycan staining is diminished, and, eventually, irregularity of the articular surface with clefts and erosions occurs.



Medical Care

  • Nonpharmacologic interventions are the cornerstones of OA therapy and include patient education, temperature modalities, weight loss, exercise, physical therapy, occupational therapy, and joint unloading in certain joints (eg, knee, hip).
  • Reduction of joint stress
    • Instruct the patient to avoid aggravating stress to the affected joint.

    • Implement correction procedures if the patient illustrates poor posture.

    • Encourage obese patients to lose weight, thus taking stress off the affected knees or hips.

    • Occupational adjustments may be necessary.
  • Physical therapy

    • In OA of the knee, disuse atrophy of the quadriceps may occur. These muscles help protect the articular cartilage from further stress.

    • Instruct the patient to perform aerobic and muscle-strengthening exercises.

    • Hydrotherapy may be beneficial.

    • Some patients find relief with heat and capsaicin cream placed locally over the affected joint, and a minority of patients proclaim relief with ice.
  • Pharmacologic therapy
    • The goals of treatment are pain alleviation and improvement of functional status. Presently, no proven practical medication-based disease/structure-modifying intervention exists.

    • Begin treatment with acetaminophen for mild or moderate pain without apparent inflammation.

    • If clinical response to acetaminophen is not satisfactory or if clinical presentation is inflammatory, consider nonsteroidal anti-inflammatory drug (NSAIDs). Use the lowest effective dose or intermittent dosing if symptoms are present intermittently and then try full doses if the patient's response is insufficient.

    • Options in patients at an elevated risk for GI toxicity due to NSAIDs include the addition of a proton-pump inhibitor or misoprostol to the treatment regimen or the use of a selective cyclooxygenase inhibitor instead of the nonselective NSAID.
    • In patients with highly resistant pain, consider the analgesic tramadol.

    • Muscle relaxants may benefit patients with evidence of muscle spasm.

    • Contemplate intraarticular injections of glucocorticoids to improve symptoms. It is recommended that no more than 4 glucocorticoid injections be administered to a single joint per year because of the concerns with long-term damage to cartilage. Do not use systemic glucocorticoids; they have no role in the management of OA. Intraarticular injections of hyaluronic acid (HA) are approved as symptomatic therapy of OA in the knee. Prescribe as a series of 3 or 5 injections (depending on the product). Each injection is administered 1 week apart.

    • Consider judicious use of narcotics (eg, acetaminophen with codeine) only in patients with severe OA.

Surgical Care

  • Closed-needle joint lavage may benefit a small subgroup of patients.
  • Arthroscopy may help patients with OA of the knee that has specific structural damage on imaging (eg, repairing meniscal tears, removing fragments of torn menisci that are producing symptoms). Overall, arthroscopy is not recommended for nonspecific "cleaning of the knee" in OA.
  • Osteotomy
    • Consider this procedure for those patients with a malaligned hip or knee joint.

    • The procedure usually is recommended in younger patients with OA.

    • This surgery can lessen pain, although it can lead to more challenging surgery later if the patients requires arthroplasty.
  • Arthroplasty
    • Perform this procedure if all other modalities are ineffective and osteotomy is not viable or if a patient cannot perform his or her daily activities despite maximal therapy.

    • This procedure alleviates pain and may improve function. Approximately 8-15 years of viability are expected from the joint replacement if there are no complications.

Consultations

  • A physiatrist may help in formulating a nonpharmacologic management plan.
  • A referral to an orthopedic surgeon may be necessary if a patient fails to respond to a medical management plan.
  • A nutritionist may help the patient achieve some weight loss.

Diet

A diet to achieve some degree of weight loss may be beneficial.

Activity

OA may severely hinder the patient's ability to work or even to perform daily living activities, depending on the joints involved and the degree of involvement.



The goals of pharmacotherapy are to reduce morbidity and to prevent complications. Pay careful attention to a particular pharmacologic regimen's adverse event profile.

Drug Category: Analgesic agents

Pain control is essential in the care of the patient with OA. The goals of treatment are pain alleviation and improvement of functional status. No proven disease/structure-modifying intervention presently exists.

Drug NameAcetaminophen (Tylenol, Panadol, Aspirin-Free Anacin)
DescriptionInitial trial warranted in patients with mild-to-moderate symptoms from OA who fail to get sufficient relief with nonpharmacologic measures. DOC for patients with documented hypersensitivity to aspirin or NSAIDs, history of upper GI disease, or on anticoagulants.
Adult Dose1000 mg PO tid/qid; not to exceed 4 g/d
Pediatric DoseDisease state not seen in pediatrics
ContraindicationsDocumented hypersensitivity
InteractionsRifampin may reduce analgesic effects; coadministration with barbiturates, carbamazepine, hydantoins, and isoniazid may increase hepatotoxicity
PregnancyB - Usually safe but benefits must outweigh the risks.
PrecautionsHepatotoxicity can occur with various dose levels in persons with chronic alcoholism; severe or recurrent pain or high or continued fever may indicate a serious illness; contained in many OTC products, and combined use with these products may result in cumulative doses exceeding recommended maximum dose/d

Drug Category: Nonsteroidal anti-inflammatory drugs (NSAIDs)

Have analgesic, anti-inflammatory, and antipyretic activities. Used for the relief of OA pain when clinical response is unsatisfactory to acetaminophen. Mechanism of action is nonselective inhibition of cyclooxygenases 1 and 2, resulting in reduced synthesis of prostaglandins and thromboxanes. Other mechanisms may exist as well, such as inhibition of leukotriene synthesis, lysosomal enzyme release, lipoxygenase activity, neutrophil aggregation, and various cell-membrane functions.

In more inflammatory presentations of OA, such as knee involvement with effusion, these agents may be used as first-line pharmacologic therapy.

Use lowest effective dose or intermittent therapy if symptoms are intermittent.

Patients at high risk for GI toxicity may consider adding misoprostol or a proton pump inhibitor to the regimen or substituting a COX-2–specific inhibitor for the NSAID.

Drug NameIbuprofen (Ibuprin, Advil, Motrin)
DescriptionRelieves pain and inflammation. Widely available. Relatively inexpensive as a generic drug.
Adult Dose400 mg PO tid prn; not to exceed 2400 mg/d
Pediatric DoseDisease state not seen in pediatrics
ContraindicationsDocumented hypersensitivity to ibuprofen, other NSAIDs, or aspirin; avoid in peptic ulcer disease, recent GI bleeding or perforation, renal insufficiency, and high risk of bleeding
InteractionsMay decrease effects of loop diuretics; coadministration of anticoagulants may increase PT (monitor and watch for signs of bleeding); may increase serum lithium levels and risk of methotrexate toxicity; probenecid may increase toxicity of NSAIDs
PregnancyB - Usually safe but benefits must outweigh the risks.
PrecautionsCategory D in third trimester of pregnancy; caution in congestive heart failure, hypertension, decreased renal and hepatic function, anticoagulation abnormalities, or during anticoagulant therapy; adjust dose in renal insufficiency
NSAID labeling carries a warning about increased risk of hypertension, stroke, and cardiovascular events, including myocardial infarction

Drug NameMeloxicam (Mobic)
DescriptionTo some extent, more selective for COX-2 receptors, compared to traditional NSAIDs. Decreases activity of cyclooxygenase, which in turn inhibits prostaglandin synthesis. These effects decrease formation of inflammatory mediators.
Adult Dose7.5 mg PO qd prn; may increase to 15 mg PO qd prn
Pediatric DoseNot established
ContraindicationsDocumented hypersensitivity; active GI bleeding
InteractionsCoadministration with aspirin increases risk of inducing serious NSAID-related adverse effects; probenecid may increase concentrations and, possibly, toxicity of NSAIDs; may decrease effect of hydralazine, captopril, and beta-blockers; may decrease diuretic effects of furosemide and thiazides; may increase PT when taking anticoagulants (instruct patients to watch for signs of bleeding); may increase risk of methotrexate toxicity; phenytoin levels may be increased when administered concurrently
PregnancyC - Safety for use during pregnancy has not been established.
PrecautionsCategory D in third trimester of pregnancy; acute renal insufficiency, hyperkalemia, hyponatremia, interstitial nephritis, and renal papillary necrosis may occur; increases risk of acute renal failure in patients with preexisting renal disease or compromised renal perfusion; reversible leukopenia may occur, (discontinue if there is persistent leukopenia, granulocytopenia, or thrombocytopenia)
NSAID labeling carries a warning about increased risk of hypertension, stroke, and cardiovascular events, including myocardial infarction

Drug Category: COX-2 inhibitors

Although increased cost can be a negative factor, the incidence of costly and potentially fatal GI bleeds is less in nonaspirin users receiving COX-2 inhibitors than with traditional NSAIDs.

Drug NameCelecoxib (Celebrex)
DescriptionCOX-2–specific inhibitor. At therapeutic concentrations, COX-2 (inducible by cytokines at sites of inflammation such as the joints) is inhibited and COX-1 isoenzyme (present in platelets and GI tract) is spared; therefore, in nonaspirin users, incidence of GI toxicity, such as endoscopic peptic ulcers, bleeding ulcers, perforations, and obstructions, is decreased when compared to nonselective NSAIDs. COX-2 is expressed in the kidney; however, the renal safety profile is not significantly superior to that of NSAIDs.
Adult Dose100 mg PO bid or 200 mg PO qd
Pediatric DoseDisease state not seen in pediatrics
ContraindicationsDocumented hypersensitivity to celecoxib, sulfonamides, NSAIDs or aspirin
InteractionsCoadministration with fluconazole may cause increase in celecoxib plasma concentrations because of inhibition of celecoxib metabolism; coadministration of celecoxib with rifampin may decrease celecoxib plasma concentrations
PregnancyC - Safety for use during pregnancy has not been established.
PrecautionsAvoid in late pregnancy to avoid closure of ductus arteriosus; may cause fluid retention and peripheral edema; caution in compromised cardiac function, hypertension, conditions predisposing to fluid retention, presence of existing controlled infections, severe heart failure and hyponatremia because may deteriorate circulatory hemodynamics; NSAIDs may mask usual signs of infection; evaluate symptoms suggesting liver dysfunction or in abnormal liver lab results; adjust dose in renal insufficiency
NSAID labeling carries a warning about increased risk of hypertension, stroke, and cardiovascular events, including myocardial infarction



Deterrence/Prevention:

  • If an overweight patient has early signs of OA or is at high risk, weight loss should be encouraged.
  • Patients with OA of the knees should be recommended quadriceps strengthening exercises, except in those with pronounced valgus or varus deformity at the knees.

Prognosis:

  • Prognosis depends on joints involved and severity. No proven disease/structure-modifying drugs for OA currently exist, and thus, the medication-based regimen is directed at symptom relief.

Patient Education:

  • Educate the patient on the natural history and management options for OA. Explain the differences between OA and other more rapidly progressive arthritides such as RA.
  • For excellent patient education resources, visit eMedicine's Arthritis Center. Also, see eMedicine's patient education article Osteoarthritis.



Medical/Legal Pitfalls

  • The risk of medications used to treat this disease include, but are not limited to, GI toxicities and potential cardiac toxicities of NSAIDs and potential complications of arthrocentesis. Discuss these risks with the patient.

  • Complete a procedure note in the patient's chart for each arthrocentesis.



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Article Last Updated: May 16, 2006