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Evaluation of the adult with shoulder complaints

Evaluation of the adult with shoulder complaints
Literature review current through: Jan 2024.
This topic last updated: Nov 29, 2023.

INTRODUCTION — Shoulder pain is a common musculoskeletal complaint that may be due either to intrinsic disorders of the shoulder or referred pain. The former include injuries and acute or chronic degeneration or inflammation of the shoulder joint, tendons, surrounding ligaments, or periarticular structures [1].

An overview of common presentations and causes of shoulder discomfort and a basic clinical approach to diagnosis are reviewed. In-depth discussions of the shoulder examination and of the diagnosis and treatment of specific disorders of the shoulder are found separately. (See "Physical examination of the shoulder" and "Rotator cuff tendinopathy" and "Presentation and diagnosis of rotator cuff tears" and "Frozen shoulder (adhesive capsulitis)" and "Multidirectional instability of the shoulder" and "Clinical manifestations and diagnosis of osteoarthritis", section on 'Shoulder'.)

ANATOMY AND BIOMECHANICS — A complex network of anatomic structures endows the human shoulder with tremendous mobility, greater than any other joint in the body (picture 1 and picture 2 and figure 1). The shoulder girdle is composed of three bones (clavicle, scapula, and proximal humerus) and four articular surfaces (sternoclavicular [SC], acromioclavicular [AC], glenohumeral, and scapulothoracic) (figure 2A-C). The glenohumeral joint, commonly referred to as the shoulder joint, is the principal articulation.

Glenohumeral structures — The glenohumeral joint is loosely constrained within a thin capsule bounded by surrounding muscles and ligaments (figure 3 and figure 4 and figure 5 and figure 6 and figure 7 and figure 8 and figure 9). The shoulder's great mobility is due in large part to the shallow depth of the glenoid and the limited contact between the glenoid and the humeral head (figure 2A and figure 2B and figure 2C and table 1 and picture 1). Only 25 percent of the humeral head surface makes contact with the glenoid. The labrum, a fibrocartilaginous ring attached to the outer rim of the glenoid, provides some additional depth and stability.

The shallowness and small surface area of the glenohumeral joint make it susceptible to instability and injury, requiring that stability be provided primarily by extrinsic supports. Surrounding muscles and ligaments provide these supports. The glenohumeral ligaments serve as the primary static stabilizers (figure 9 and figure 8). They include the superior, middle, and inferior glenohumeral ligaments. The rotator cuff serves as the primary dynamic stabilizer. As such, a primary function of the rotator cuff is to hold the humeral head within the glenoid ("socket") of the joint while enabling full mobility. The rotator cuff is composed of four muscles (supraspinatus, infraspinatus, subscapularis, and teres minor) that form a cuff around the head of the humerus, to which these muscles attach.

Shoulder pain is frequently caused by an acute or chronic injury of the rotator cuff, most often the supraspinatus muscle or tendon (figure 10 and figure 2A and figure 2C). The supraspinatus originates on the supraspinous fossa of the superior-posterior scapula, superior to the scapular spine, and inserts on the greater tubercle of the superior-lateral humeral head just posterior to the biceps tendon. Proximal to its insertion, it passes, along with the subacromial bursa, through the narrow space between the acromion process and the humeral head.

The acromion is a projection of the scapular spine that extends superiorly and anteriorly over the humeral head (picture 3 and figure 11). Thus, with the shoulder in abduction, the supraspinatus is susceptible to impingement between the greater tubercle and the acromion. Activities involving repeated abduction with impingement can cause repetitive muscle and tendon trauma and ischemic compression of the tendon.

The subacromial bursa, also referred to as the subdeltoid bursa, serves the important function of protecting the rotator cuff tendons from the pressure and friction of the underside of the acromion.

Three other muscles contribute to the rotator cuff (figure 10). The infraspinatus arises from the infraspinatus fossa of the posterior scapula and inserts on the lateral humeral head (greater tuberosity), just posterior to the supraspinatus where their insertions blend. The teres minor arises from the inferior-posterior scapula and blends with the infraspinatus to attach on the lateral humeral head (greater tuberosity). The subscapularis, the largest of the four cuff muscles, arises from the anterior scapula, inferior to the coracoid, and attaches to the anterior humeral head (lesser tuberosity).

The rotator cuff muscles rotate the humerus internally (subscapularis) and externally (infraspinatus primarily and teres minor), and contribute to abduction (supraspinatus), along with the deltoid muscle [2]. The subscapularis is capable of generating approximately twice the force of the external rotators [3]. The deltoid is the most superficial muscle overriding the glenohumeral area, and it acts as the primary shoulder abductor. It arises from the acromion and attaches to the midhumerus.

The rotator cuff compresses the humoral head in the glenoid fossa, thereby stabilizing the glenohumeral joint, and serves to counterbalance the elevating forces of the deltoid as well as the forces of other muscles acting on the humerus [4,5]. Weakness of the rotator cuff can lead to superior subluxation of the humeral head when the shoulder is abducted beyond 90 degrees, predisposing to impingement syndromes.

The suprascapular nerve innervates the supraspinatus and infraspinatus muscles (figure 12). Suprascapular nerve injury causes a peripheral neuropathy that is estimated to account for 1 to 2 percent of pathologic shoulder conditions [6,7]. Injuries to the suprascapular nerve arise most often from mechanical compression, occasionally caused by cysts or tumors. Suprascapular neuropathy causes pain, progressive atrophy, and weakened abduction and external rotation of the shoulder and can be difficult to distinguish from rotator cuff tears.

Extraglenohumeral structures — Shoulder motion is also dependent upon the AC and SC joints and the scapulothoracic articulation (figure 2A-C and picture 3 and picture 2 and figure 13). Together, they are capable of compensating significantly for decreased motion at the glenohumeral joint due to injury. The AC joint is a common site of injury.

Coordination between glenohumeral and scapulothoracic motion is particularly important for shoulder function. Proper scapular motion and stability allows the humeral head to remain properly seated in the glenoid during abduction, provides a solid base from which the rotator cuff muscles can move the humerus, and enables proper elevation of the coracoacromial arch, thereby diminishing the risk of impingement syndrome (figure 14 and picture 2). The muscles primarily responsible for scapular stability and motion are the trapezius, serratus anterior, rhomboids, and levator scapulae.

The tendon of the long head of the biceps runs in the bicipital groove between the greater and lesser tubercles of the anterior proximal humerus (figure 15). Transverse tendinous structures (either a continuation of the subscapularis tendon or a distinct transverse humeral ligament [8]) prevent subluxation of the tendon. Anterior shoulder pain can be caused by injury or chronic degeneration of the biceps tendon.

Several muscles provide additional dynamic stability to the glenohumeral joint, thereby supporting the rotator cuff, which is the primary dynamic stabilizer. These muscles include the teres major, latissimus dorsi, and pectoralis major.

Although the neural networks of the brachial plexus form proximally to the glenohumeral joint, the major peripheral nerves emanating from the plexus pass inferiorly to the joint (figure 16 and figure 17). Pain from an injury to the plexus or related peripheral nerves from acute or chronic injury can present as shoulder pain. (See "Overview of upper extremity peripheral nerve syndromes".)

HISTORY AND PAIN PATTERNS

General approach — Patients with acute shoulder pain often seek treatment following an episode of trauma. Diagnosis in this case can often be made by observation, gentle palpation, and plain radiographs. If pain does not follow an acute episode of trauma, the clinician must first distinguish between extrinsic and intrinsic causes of shoulder pain.

Once traumatic injury and potentially dangerous extrinsic causes have been excluded (table 2), the clinician is generally faced with one of several common patterns of shoulder pain, which are described below.

Patients experiencing a problem intrinsic to the shoulder may present with complaints of pain provoked by specific movement(s), stiffness or lack of flexibility, weakness or loss of function, instability, or a combination of these symptoms.

A standard pain history (ie, onset, duration, palliation/provocation, quality, location, and radiation) aids diagnosis. The clinician should inquire about activities that exacerbate symptoms either at work (eg, lifting overhead, painting) or leisure (eg, racquet sports, swimming). In addition, questions about previous injuries and treatment, including past surgery, and about comorbidities such as diabetes (which increases the risk of adhesive capsulitis) are important.

Anterolateral shoulder pain — Anterolateral shoulder pain aggravated by reaching overhead is a common pain pattern. It is often associated with impingement syndrome and the various stages of rotator cuff tendinopathy (simple strain, uncomplicated tendinopathy, chronic calcific tendinopathy, tendinopathy complicated by tear). Rotator cuff tendinopathy with tendon tear is suspected when pain is complicated by weakness and a notable loss of strength in external rotation or abduction (a loss that is not attributable to poor effort). Adhesive capsulitis (ie, frozen shoulder) is the most likely diagnosis when pain is accompanied by stiffness and a significant loss of movement in external rotation or abduction. Labral tears may present with anterolateral pain, although pain may be deep and poorly localized, and may be associated with instability and a catching sensation. (See "Rotator cuff tendinopathy" and "Presentation and diagnosis of rotator cuff tears" and "Frozen shoulder (adhesive capsulitis)" and "Multidirectional instability of the shoulder" and "Superior labrum anterior to posterior (SLAP) tears".)

Conditions affecting the acromioclavicular (AC) joint, such as AC separation (if trauma has occurred) or osteoarthritis, are suspected when pain is well localized (the patient often uses one finger to point to the end of the clavicle). Involvement of the glenohumeral joint is suspected when pain is aggravated by movement in multiple directions. Pain originating from the tendon of the long head of the biceps can create well-localized anterior shoulder pain aggravated by lifting or carrying objects like shopping bags. (See "Acromioclavicular joint injuries ("separated" shoulder)" and "Acromioclavicular joint disorders" and "Biceps tendinopathy and tendon rupture" and "Clinical manifestations and diagnosis of osteoarthritis", section on 'Shoulder'.)

Posterior shoulder pain — Posterior shoulder pain is the least common pattern of the intrinsic conditions affecting the shoulder. Rotator cuff tendinopathy involving the external rotators (teres minor and infraspinatus) can cause focal pain or sometimes referred pain over the scapula. Often, patients with infraspinatus tendinopathy complain of pain or weakness when performing activities requiring external rotation. More diffuse pain over the general area of the superior trapezius is more commonly referred from the cervical spine (cervical strain or radiculopathy). (See "Rotator cuff tendinopathy" and "Clinical features and diagnosis of cervical radiculopathy".)

Poorly localized pain — Pain that is poorly localized or vaguely described may be intrinsic to the shoulder but is often referred from other structures (ie, extrinsic) [9]. Pain arising from intrinsic causes often occurs with associated stiffness or limited motion. Night pain commonly occurs with these conditions. Glenohumeral arthritis, avascular necrosis of the humeral head, pathologic bone cysts or tumors, large rotator cuff tears, and adhesive capsulitis are examples of shoulder pathology that can manifest poorly localized or generalized pain. (See "Clinical manifestations and diagnosis of osteoarthritis" and "Clinical manifestations and diagnosis of osteonecrosis (avascular necrosis of bone)" and "Presentation and diagnosis of rotator cuff tears" and "Frozen shoulder (adhesive capsulitis)".)

Shoulder pain can be referred from several regions, including the neck or abdomen. Cervical nerve root impingement can produce sharp pain radiating from the neck into the posterior shoulder area and arm. Referred pain may also be caused by a compression neuropathy or arise from bone (table 2). Poorly localized shoulder pain in the setting of a normal shoulder examination should raise concern for intra-abdominal or other extrinsic pathology (eg, pain from gallbladder disease or acute coronary syndrome may radiate to the shoulder). Although uncommon, elbow pathology may refer to the shoulder.

Shoulder pain may also reflect psychological overtones of cases under litigation or malingering; however, such diagnoses should be entertained only after true pathology has been excluded. A large Finnish survey found nonspecific shoulder complaints without clinical findings to correlate with depressive illness and not to correlate with rotator cuff tendinopathy [10].

Trauma — Fractures and dislocations of the shoulder often occur as a result of blunt trauma. Falls directly onto the shoulder can cause acromioclavicular separation. Falls or direct blows can cause a clavicle fracture. Falls onto an outstretched arm are the most common cause of proximal humerus fractures. Blunt trauma, sports injury, and, less often, violent muscular contractions such as those that occur with generalized seizures can cause glenohumeral dislocations. Generally, the patient can localize pain to the site of injury, and deformity may be present. Posttraumatic shoulder pain can also be referred from intra-abdominal injuries causing diaphragmatic irritation (eg, Kehr sign triggered by bleeding from liver or spleen). (See "Acromioclavicular joint injuries ("separated" shoulder)" and "Clavicle fractures" and "Proximal humeral fractures in adults" and "Shoulder dislocation and reduction".)

Sometimes patients present several weeks or months following an injury. Pain may cause the patient to avoid use of the shoulder in the interim leading to adhesive capsulitis. (See 'Adhesive capsulitis' below.)

PHYSICAL EXAMINATION — Examination of the shoulder is guided by the history. Although some components of the examination, such as inspection and a basic neurovascular evaluation, are universal, other components are performed selectively based upon the diagnoses being entertained [11,12]. As examples, particular maneuvers are useful for helping to identify rotator cuff pathology or glenohumeral instability. A framework for determining when to perform specific maneuvers is provided in the shoulder pain algorithm and the diagnostic approach described below.

As noted, shoulder anatomy and motion are complex, and thus, the examination of the shoulder is also complex, with many maneuvers to assess different aspects of shoulder function. The performance of the shoulder examination is discussed in detail separately. (See "Physical examination of the shoulder".)

DIAGNOSTIC APPROACH — For many primary care clinicians, determining how best to evaluate patients with shoulder pain can be difficult. The anatomy of the shoulder is complex and the differential diagnosis broad. Fortunately, patients with shoulder pathology most often present in stereotypical fashion. By following the basic approach outlined here (algorithm 1), clinicians should be able to diagnose and either manage or refer appropriately the great majority of patients with shoulder complaints.

Step one: Traumatic versus nontraumatic — The first step is to determine whether a traumatic injury is present. Most often, this determination is straightforward based on the patient's history, although delayed presentations do occur, for example with mild acromioclavicular (AC) separations. Examination may reveal deformity, and the patient is nearly always able to localize the pain. Plain radiographs are often obtained following trauma to diagnose fracture, dislocation, or type II or III AC joint sprain.

The most common shoulder injuries from minor blunt trauma include fractures of the clavicle and proximal humerus, dislocations of the glenohumeral joint, and sprains of the AC joint.

Should plain radiographs fail to reveal an injury in the setting of acute trauma, a soft tissue injury (eg, rotator cuff tear) is likely, and the clinician should perform an appropriate assessment as described in step three below.

Step two: Extrinsic versus intrinsic — Once acute fracture, dislocation, or AC injury has been excluded, the second step is to determine whether the patient's shoulder pain is a referred symptom caused by pathology extrinsic to the shoulder (table 2) or by intrinsic pathology. A careful history and preliminary examination should enable the clinician to make this distinction. Often, if the cause is extrinsic, the patient has difficulty localizing the pain. The pain itself is often vague if it is referred from a thoracic or abdominal source, or sharp with radiation if it is from a neurologic source.

The history may reveal details or associated symptoms of concern:

Cervical nerve root impingement may be present in the patient with sharp pain radiating from the neck into the posterior shoulder area or arm.

Splenic injury may be present in the patient with shoulder pain recently involved in an automobile accident in which the shoulder was not initially injured or sustained only minor injury.

Myocardial ischemia may be present in the patient who experiences diaphoresis or dyspnea with each episode of shoulder pain.

Examination of patients with an extrinsic cause of shoulder pain most often reveals painless range of motion and no asymmetry in appearance, motion, or strength when compared with the opposite shoulder.

Step three: Glenohumeral versus extraglenohumeral — If an intrinsic condition is present, the clinician must next determine whether the source of pain is at the glenohumeral joint or outside it. Generally, the patient is able to localize the pain from extra-glenohumeral pathology to a specific site such as the bicipital groove for biceps tendinopathy or the AC joint for AC osteoarthritis. Weakness of the stabilizing muscles of the scapula is a notable exception, and this diagnosis can be difficult to make. A careful assessment of scapulothoracic motion and observation for any scapular winging (picture 4 and movie 1) can aid diagnosis in such cases.

In cases of extra-glenohumeral pathology, passive range of motion of the glenohumeral joint should be normal, although assessment may be limited by pain or guarding. With problems related directly to the glenohumeral joint and its surrounding structures, examination should reveal some abnormality, be it pain, weakness, or abnormal motion.

Step four: Differentiating glenohumeral pathology — Once extra-glenohumeral pathology has been excluded, the clinician must try to determine which of several glenohumeral abnormalities is causing the patient's symptoms. Assessment of shoulder range of motion, strength, and signs of impingement will help to distinguish among such diagnoses as rotator cuff tendinopathy, rotator cuff tear, and adhesive capsulitis. A summary of the key examination findings for each common diagnosis is found immediately below. Further detail about the shoulder examination is found separately (table 3). (See "Physical examination of the shoulder".)

Impingement and rotator cuff tendinopathy – Anterolateral shoulder pain that increases with overhead reaching; pain with supraspinatus testing and/or external rotation; positive impingement tests (see 'Impingement syndrome' below and 'Tendinopathy' below)

Rotator cuff tendon tear – Older patient (age >40); pain and weakness with supraspinatus testing and/or external rotation; positive impingement tests (see "Presentation and diagnosis of rotator cuff tears")

Adhesive capsulitis – History of diabetes or immobilizing disability (eg, stroke, injury requiring sling); diminished active and passive range of motion

Glenohumeral osteoarthritis – History of shoulder trauma; pain; diminished active and passive range of motion; imaging shows sclerosis and diminished joint space (see "Clinical manifestations and diagnosis of osteoarthritis", section on 'Shoulder')

Multidirectional shoulder instability – Younger patient (age <40); positive sulcus sign; positive instability test; provocative maneuvers cause discomfort (see "Multidirectional instability of the shoulder")

Superior labrum anterior to posterior (SLAP) tear – Throwing or overhead athlete or laborer; symptoms and signs greatest with shoulder abducted and externally rotated

ETIOLOGY — The majority of patients who present to primary care clinics with shoulder pain have an intrinsic disorder (table 4). Careful evaluation allows the primary care physician to diagnose most patients [13,14]. Acute symptoms (less than two weeks duration) in patients with a history of recent shoulder trauma are typically due to an acromioclavicular (AC) separation, glenohumeral dislocation, fracture, or rotator cuff tear [15]. In addition to pain, patients may complain that the shoulder is discolored, deformed, or swollen. However, significant medical problems such as cardiac ischemia, hepatobiliary disease, and intra-abdominal injury can present with referred shoulder pain (ie, extrinsic cause) (table 2). (See 'Diagnostic approach' above.)

Patient age — In addition to location (see 'History and pain patterns' above), several other historical factors can help to differentiate among the intrinsic causes of shoulder pain. Patient age is one such factor (table 4):

Sports injuries due to overuse and subluxation of the glenohumeral joint are most common in adolescents and young adults [15]. "Shoulder separation" due to a sprain of the acromioclavicular (AC) ligaments is also more common in younger patients. It is seen following a fall, with the arm adducted, directly onto the acromion, commonly referred to as the point or tip of the shoulder. (See "Acromioclavicular joint injuries ("separated" shoulder)".)

Middle-aged and older individuals more often develop shoulder pain due to rotator cuff lesions such as supraspinatus tendinopathy and partial or full-thickness tendon tears [16,17]. (See "Rotator cuff tendinopathy" and "Presentation and diagnosis of rotator cuff tears".)

Frozen shoulder syndrome and symptomatic osteoarthritis also occur predominately in older patients. Bilateral shoulder involvement, also more common among older patients, suggests an inflammatory process such as polymyalgia rheumatica or rheumatoid arthritis. (See "Frozen shoulder (adhesive capsulitis)" and "Clinical manifestations and diagnosis of osteoarthritis", section on 'Shoulder'.)

Rotator cuff injury — Rotator cuff injury is among the most common causes of shoulder pain. The rotator cuff tendons (figure 10), particularly the supraspinatus tendon, are uniquely susceptible to the compressive forces of subacromial impingement (see 'Anatomy and biomechanics' above) and dominate the conditions affecting the shoulder, especially in patients over the age of 30 [18]. Improper athletic technique, poor muscular conditioning, poor posture, and failure of the subacromial bursa to protect the supporting tendons adequately may result in a progression of injury from acute inflammation, to calcification, to degenerative thinning, and finally to tendon tear. (See "Rotator cuff tendinopathy" and "Presentation and diagnosis of rotator cuff tears".)

Impingement syndrome — Impingement syndrome is the term used to describe symptoms and signs that result from compression of structures around the glenohumeral joint, including the rotator cuff tendons and subacromial bursa. (See "Subacromial (shoulder) impingement syndrome".)

The symptoms of impingement syndrome are nearly identical to those of rotator cuff tendinopathy (see 'Tendinopathy' below). Overhead reaching and positioning cause pain over the outer deltoid region. Atrophy of the muscles around the top and back of the shoulder may be apparent if symptoms are longstanding. Crepitus may be felt with attempts to abduct the arm beyond 60 degrees. Patients with rounded shoulders (a down-sloping acromial angle) (picture 5), poor muscular development, repetitive overhead sport activity, and occupations that require repetitive work at or above the shoulder are at greatest risk.

Tendinopathy — Rotator cuff tendinopathy almost always represents chronic injury to the supraspinatus (abduction) and/or infraspinatus (external rotation) tendons. Tendinopathy usually develops as a consequence of repetitive activity, generally at or above shoulder height, which leads to tendon degeneration and microvascular insult.

Patients with rotator cuff tendinopathy complain of shoulder pain aggravated by reaching, pushing, pulling, lifting, rotating the arm in or out, positioning the arm above shoulder level, or lying on the affected side. Most patients do not describe an injury or fall. The patient typically places the hand over the outer deltoid, rubbing the muscle in an up-and-down direction when describing the pain. Common shoulder tendinopathy must be distinguished from frozen shoulder (loss of range of motion), rotator cuff tendon tear (persistent weakness), and biceps tendinopathy (painful arm flexion). (See "Rotator cuff tendinopathy".)

Tendon tear — Rotator cuff tendon tears (ie, loss of the normal integrity of the supraspinatus tendon, the infraspinatus tendon, or both) occur as the end result of chronic subacromial impingement, progressive tendon degeneration, traumatic injury, or a combination of these factors. Tears occur primarily in the supraspinatus tendon. (See "Presentation and diagnosis of rotator cuff tears".)

Patients with a rotator cuff tendon tear complain of shoulder weakness, pain over the anterolateral shoulder or sometimes the upper back, and a popping or catching sensation when the shoulder is moved. Night pain is common and often affects sleep because the patient is unable to keep the arm in a position that does not elicit pain (ie, without compression or rotation).

Injuries most commonly associated with acute rotator cuff tendon tears include falls onto the outstretched arm, falls directly onto the outer shoulder, vigorous pulling (such as on a lawn mower cable), and unusual heavy pushing and pulling. Acute, subacute, and chronic tears all occur most often in patients over the age of 40 with a history of impingement symptoms [16,17].

Shoulder function is preserved if the tear parallels the direction of the tendon fibers or is small in size. In such cases, the patient will complain only of shoulder pain, pain with direct pressure, and pain aggravated by active reaching, lifting, pushing, and pulling. However, if the tear is large, affecting both the supraspinatus and infraspinatus tendons, and is transverse in direction (total interruption of the tendon with muscle retraction), the patient will complain of weakness, the typical symptoms of tendinopathy, and dramatic loss of function — an inability to reach overhead, lift with an outstretched arm, and an impairment of pushing and pulling.

Labral tear — Many of the same mechanisms that produce rotator cuff injury can also produce tears of the labrum. Athletes who engage in repetitive overhead activities that load the shoulder (eg, baseball pitching, tennis serving, swimming) are at greater risk for such injuries, particularly superior labral tears oriented anterior to posterior (so-called SLAP lesions). Symptoms include deep shoulder pain, catching sensation, instability, and crepitus. (See "Superior labrum anterior to posterior (SLAP) tears".)

Adhesive capsulitis — Adhesive capsulitis (commonly referred to as frozen shoulder) refers to a stiffened glenohumeral joint that has lost significant range of motion (abduction and rotation). It is a reversible contraction of the joint capsule in almost all cases. (See "Frozen shoulder (adhesive capsulitis)".)

Any shoulder pain or disability that causes the patient not to use his or her shoulder can lead to diminished joint mobility and possibly adhesive capsulitis. The most common cause is rotator cuff tendinopathy. Diabetes mellitus puts patients at significantly increased risk of developing adhesive capsulitis [19-21]. Other diseases that increase the risk for frozen shoulder, most likely due to immobility, include stroke, Parkinson disease, and chronic pulmonary disease. Low pain tolerance, poor compliance with exercise therapy, and immobilization in a sling (eg, for treatment of a shoulder or elbow injury) can also contribute to the development of a frozen shoulder.

While the symptoms and signs of adhesive capsulitis and rotator cuff tendinopathy overlap, presentation often differs. While some patients with adhesive capsulitis have severe pain, all demonstrate decreased active and passive range of motion (picture 6) and typically complain of shoulder stiffness. Patients with rotator cuff tendinopathy typically complain of pain with active motion, while passive motion is often in the normal range (in the absence of guarding). The loss of motion associated with a frozen shoulder causes various degrees of impaired function, including limited reaching (eg, overhead, across the chest) and limited rotation (eg, unable to scratch the back, difficulty putting on a coat). Patients with rotator cuff tendinopathy suffer similar restrictions, but their limitations are due more to pain than an absolute loss of movement. Patients with either condition may experience increased pain at night either from direct pressure or shoulder movement.

Acromioclavicular pain — The acromioclavicular (AC) joint (picture 3) is another common site of pathology in patients with shoulder complaints. The joint is susceptible to arthritic change and trauma ("shoulder separation"). (See "Acromioclavicular joint injuries ("separated" shoulder)".)

Patients complain of anterior shoulder pain, deformity, or both and often point to the AC joint when describing their symptoms. Patients with AC osteoarthritis may describe a grinding or popping sensation when reaching overhead or across the chest. The adduction part of the Apley scratch test can elicit this sign (picture 7). Patients with an acute AC separation usually relate a history of falling directly onto the shoulder. Those with second- and third-degree sprains typically have a palpable step-off deformity at the AC joint (figure 18 and picture 8). They often hold their arm close to the chest and resist rotation and elevation.

Biceps tendinopathy/rupture — Biceps tendinopathy is a degenerative condition affecting the long head of the biceps tendon as it passes through the bicipital groove of the anterior proximal humerus (picture 9 and figure 15). Repetitive lifting and, to a lesser extent, overhead reaching leads to irritation, microtearing, and, if untreated, degenerative change. Unusual or vigorous lifting in the setting of a chronically weakened tendon can lead to spontaneous rupture. (See "Biceps tendinopathy and tendon rupture".)

The patient complains of anterior shoulder pain aggravated by lifting, carrying objects like shopping bags, and overhead reaching. A dramatic worsening of symptoms and description of a lump just above the antecubital fossa (so-called Popeye deformity) suggests an acute long head tendon rupture (picture 10). Weakness is most often attributed to the pain of active tendinopathy. Rupture of the long head of the biceps rarely is associated with significant weakness; the brachioradialis and the short head of the biceps account for 80 to 85 percent of the strength of elbow flexion.

Multidirectional shoulder instability — Multidirectional instability of the shoulder is synonymous with "subluxation," "loose" shoulder, or partial dislocation. It is more common in young women with poor muscular development, patients with large rotator cuff tendon tears (loss of muscular support), and athletes under the age of 40, especially swimmers and throwers. Patients with generalized hypermobility or connective tissue disorders like Ehlers Danlos syndrome often experience frequent shoulder subluxations and even dislocations. The symptoms are often vague and nonspecific ("dead arm," looseness, or crepitation) unless the condition is complicated by rotator cuff tendinopathy. Typically, the patient has an excessive range of motion, particularly with internal and external rotation. (See "Multidirectional instability of the shoulder".)

Glenohumeral osteoarthritis — Osteoarthritis of the glenohumeral joint represents wear and tear of the articular cartilage of the glenoid, labrum, and humeral head. It is an uncommon problem that is generally preceded by trauma, although the injury may have occurred years earlier. Injuries that are associated with the development of osteoarthritis include previous dislocation, humeral head or neck fracture, large rotator cuff tendon tears (loss of musculotendinous support), and rheumatoid arthritis. Patients complain of the gradual development of anterior or deep shoulder pain, night pain, and stiffness over a period of months to years. Both active and passive motion, particularly abduction and external rotation, become diminished as articular degeneration grows more severe. (See "Clinical manifestations and diagnosis of osteoarthritis", section on 'Shoulder'.)

Primary osteoarthritis of the shoulder is uncommon; thus, in the absence of trauma, clinicians should consider the possibility of metabolic disease (eg, hemochromatosis) as a cause.

Scapular instability — Weakness of the muscles that stabilize the scapula predisposes the patient to impingement syndrome. (See 'Anatomy and biomechanics' above.)

Although a difficult diagnosis to make, scapular instability may manifest with abnormal shoulder motion, shoulder weakness, scapular dyskinesis (picture 11), or mild scapular winging (picture 4 and movie 1) in patients with symptoms suggestive of rotator cuff pathology. Improvement of abduction strength when performed while the scapula is stabilized by the examiner suggests weakness of the scapula stabilizers (picture 12 and movie 2). Less commonly, nerve injury can cause winging of the scapula. (See "Overview of upper extremity peripheral nerve syndromes", section on 'Proximal neuropathies'.)

Scapulothoracic bursitis — Scapulothoracic (subscapular) bursitis may result from mechanical pressure and friction, most often between the superior-medial angle of the scapula and the adjacent second and third ribs. Poor muscular development in thin patients, kyphotic posture, repetitive to-and-fro motion of the scapula (ironing, assembly work, throwing sports), and direct pressure are common causes.

Affected patients complain of localized pain over the upper back or a popping sound whenever the shoulder is shrugged. A typical patient has poor muscular development, an asthenic physique, and poor posture.

Referred pain — Referred pain to the shoulder may be seen in a variety of clinical settings:

Neural impingement at the level of the cervical spine due to disc herniation (generally at the C5 or C6 levels) or spinal stenosis. (See "Evaluation of the adult patient with neck pain".)

Peripheral nerve entrapment distal to the spinal column, with involvement of either the long thoracic or suprascapular nerves. (See "Overview of upper extremity peripheral nerve syndromes", section on 'Proximal neuropathies'.)

Diaphragmatic irritation (eg, from splenic laceration, perforated viscus, or ruptured ectopic pregnancy), intrathoracic tumors, and distension of the hepatic capsule can produce ipsilateral shoulder pain. (See "Overview of cancer pain syndromes" and "Superior pulmonary sulcus (Pancoast) tumors".)

Myocardial ischemia with associated left shoulder pain.

A distinguishing characteristic of referred pain, in contrast to intrinsic shoulder problems, is that shoulder movement is normal and does not alter the character of the pain. A careful history can often distinguish among the causes of referred shoulder pain.

INJECTION TESTS — When the physical examination suggests the presence of a specific disorder, certain tests may aid diagnosis. As an example, a lidocaine injection test can be used to aid diagnosis in the following circumstances (picture 13):

Evaluate glenohumeral joint involvement

Confirm rotator cuff tendinopathy

Evaluate rotator cuff tear

Determine the degree of a frozen shoulder

Patients with a rotator cuff tear typically manifest persistent weakness despite pain relief with injection, while those with rotator cuff tendinopathy have normal strength in association with pain relief. Patients with a frozen shoulder have persistent loss of mobility despite the injection. Dramatic reduction in pain and improvement in overall shoulder function after injection of the subacromial bursa provides evidence against a significant glenohumeral joint process.

DIAGNOSTIC IMAGING — Diagnostic imaging of the shoulder may be valuable when directed by the history and physical examination. A variety of modalities may be employed (table 5). A complete discussion of these studies is found separately. (See "Radiologic evaluation of the painful shoulder in adults".)

Plain radiographs — Plain radiographs of the shoulder are often the first studies obtained but generally have limited benefit in the evaluation of nontraumatic shoulder pain [22]. This was illustrated in a study of 312 patients seen in an emergency department setting for shoulder pain: only 37 of the 185 shoulder films (20 percent) were therapeutically informative, revealing conditions requiring specific therapy (ie, a fracture or dislocation) [23]. No patient without a shoulder deformity or a precipitating fall had an informative radiograph.

A subsequent study of 206 patients used the presence or absence of the following features: history of falling, swelling, rest pain, abnormalities in range of motion, and obvious deformities of the shoulder to help identify those in whom a shoulder radiograph was unlikely to be informative [24]. Among those without obvious shoulder deformities and swelling, the following three groups had relatively insignificant radiographs:

Patients without rest pain who had fallen. No significant radiographic findings were found among 18 patients with these features.

Patients who had fallen, had rest pain, and had normal range of motion. No therapeutically informative radiographs were reported in 10 such patients.

Patients who had not fallen. Only 1 of 107 such patients had a lytic lesion discovered on radiograph; this individual was already known to have multiple myeloma.

We generally recommend obtaining plain films in patients who have lost range of motion, particularly when there is severe pain, and after trauma (image 1 and image 2). Plain films can identify the following:

Fractures of the proximal humerus (image 3), clavicle (image 4), and scapula

Glenohumeral dislocations (image 5)

Glenohumeral osteoarthritis (image 6)

Acromioclavicular (AC) joint arthritis or injury (image 7)

Sternoclavicular (SC) joint arthritis (apical lordotic views of the chest)

Calcific tendinopathy (image 8 and image 9)

In addition, indirect evidence of rotator cuff thinning, tear, or both may be evident on plain radiograph of the shoulder (image 10). A subacromial space measurement less than 1 cm suggests thinning with or without tear, which can be confirmed by magnetic resonance imaging (MRI).

When plain films are obtained in a patient with a history of trauma, both anteroposterior (AP) and axillary views are warranted since some conditions can be missed on the former alone. Additional views can be helpful when looking for particular pathology. As examples, a scapular Y view may reveal an anterior glenohumeral dislocation, while a true AP (ie, Grashey view) may reveal a glenoid fracture.

Magnetic resonance imaging — In the United States, MRI is the preferred advanced imaging study for patients with suspected rotator cuff injury. A normal MRI suggests that the likelihood of a rotator cuff tear is low. MRI is also useful in the evaluation of avascular necrosis, biceps tendinopathy and rupture, inflammatory processes, and tumors. (See "Radiologic evaluation of the painful shoulder in adults" and "Presentation and diagnosis of rotator cuff tears", section on 'Imaging studies'.)

Ultrasonography — Musculoskeletal ultrasound is widely used to assess patients with shoulder pain. In the hands of skilled operators, the diagnostic accuracy of ultrasound has been found to be the equivalent of MRI in identifying rotator cuff tears and biceps tendon tears and dislocations [22,25-31]. Ultrasound is less expensive than MRI and preferred by patients [31,32]. The performance of the ultrasound examination of the shoulder is reviewed in detail separately. (See "Musculoskeletal ultrasound of the shoulder".)

Additional ultrasound resources — Instructional videos demonstrating proper performance of the ultrasound examination of the shoulder and related pathology can be found at the website of the American Medical Society for Sports Medicine: shoulder US examination, sports US shoulder pathology, US guided interventional procedures of the shoulder. Registration must be completed to access these videos, but no fee is required.

Arthrography — Arthrography has largely been replaced by MRI for the diagnosis of rotator cuff disorders. It is specific for rotator cuff tears, but it has a low sensitivity since it cannot detect partial-thickness tears nor associated soft tissue injuries [33]. Arthrography still may be useful for evaluating frozen shoulder and may even be therapeutic. (See "Frozen shoulder (adhesive capsulitis)".)

INFORMATION FOR PATIENTS — UpToDate offers two types of patient education materials, “The Basics” and “Beyond the Basics.” The Basics patient education pieces are written in plain language, at the 5th to 6th grade reading level, and they 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. Beyond the Basics patient education pieces are longer, more sophisticated, and more detailed. These articles are written at the 10th to 12th grade reading level and are best for patients who want in-depth information and are comfortable with some medical jargon.

Here are the patient education articles that are relevant to this topic. We encourage you to print or e-mail these topics to your patients. (You can also locate patient education articles on a variety of subjects by searching on “patient info” and the keyword(s) of interest.)

Basics topics (see "Patient education: Biceps tendinopathy (The Basics)" and "Patient education: Rotator cuff injury (The Basics)" and "Patient education: Bursitis (The Basics)" and "Patient education: Frozen shoulder (The Basics)" and "Patient education: Shoulder impingement (The Basics)")

Beyond the Basics topics (see "Patient education: Rotator cuff tendinitis and tear (Beyond the Basics)" and "Patient education: Biceps tendinitis or tendinopathy (Beyond the Basics)" and "Patient education: Frozen shoulder (Beyond the Basics)" and "Patient education: Shoulder impingement syndrome (Beyond the Basics)")

SUMMARY AND RECOMMENDATIONS

Clinical anatomy and physical examination – A complex network of anatomic structures endows the human shoulder with tremendous mobility (picture 1 and picture 2), which can make examination and diagnosis challenging (figure 3 and figure 5 and figure 4 and figure 6). The shoulder girdle is composed of three bones (clavicle, scapula, and proximal humerus), four articular surfaces (sternoclavicular [SC], acromioclavicular [AC], glenohumeral, and scapulothoracic) (figure 7 and figure 8 and figure 9), and soft tissues (eg, rotator cuff muscles) (figure 2A-C). (See 'Anatomy and biomechanics' above and "Physical examination of the shoulder".)

Diagnostic approach with algorithm – A stepwise clinical approach to the patient with shoulder complaints is described in the text and summarized in the following graphics (algorithm 1 and table 3). (See 'Diagnostic approach' above.)

Patient age and activity are important factors to consider when assessing the differential diagnosis of shoulder pain (table 4). (See 'Etiology' above.)

Patients with acute shoulder pain often seek treatment following trauma. Diagnosis in this case can often be made by observation, gentle palpation, and plain radiograph. If shoulder pain is unrelated to trauma, the clinician must distinguish between extrinsic and intrinsic causes. Once potentially dangerous extrinsic causes have been excluded (table 2), the clinician is generally faced with one of several common patterns of shoulder pain, which are described in the text. (See 'History and pain patterns' above.)

Trauma-related pain – Traumatic causes of shoulder pain include fracture and soft tissue injury. Acute symptoms (less than two weeks' duration) in patients with a history of recent shoulder trauma are typically due to an AC separation, glenohumeral dislocation, fracture, or rotator cuff tear. (See 'Trauma' above.)

Anterolateral pain – Anterolateral shoulder pain aggravated by reaching overhead is a common pain pattern. It is often associated with impingement syndrome and the various stages of rotator cuff tendinopathy or tear. Adhesive capsulitis (ie, frozen shoulder) is the most likely diagnosis when pain is accompanied by stiffness and a significant loss of movement in both active and passive motion of the shoulder. (See 'Anterolateral shoulder pain' above and 'Rotator cuff injury' above and 'Labral tear' above and 'Adhesive capsulitis' above.)

Referred pain and extrinsic causes – Significant internal pathology including cardiac ischemia, hepatobiliary disease, and intraperitoneal bleeding may manifest with referred shoulder pain. Pain that is poorly localized or vaguely described is often extrinsic. Cervical nerve root impingement can produce sharp pain radiating from the neck into the posterior shoulder area and arm. (See 'Poorly localized pain' above and 'Referred pain' above.)

Diagnostic imaging – Imaging of the shoulder may be valuable when directed by the history and physical examination. The best modality to use depends upon the history and clinical findings. (See 'Diagnostic imaging' above.)

ACKNOWLEDGMENT — The UpToDate editorial staff acknowledges Steven D Stovitz, MD, MS, and Ron Anderson, MD, and Bruce Anderson, MD, who contributed to earlier versions of this topic review.

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References

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