Review of Systems and History for Joint Pain
When evaluating a patient with joint pain, conduct a structured assessment focusing on six critical clinical factors: disease chronology, presence of inflammation, joint distribution pattern, extra-articular manifestations, disease course, and patient demographics. 1
Essential History Components
Pain Characteristics
- Timing details: Document onset (acute vs. insidious), duration, and periodicity of symptoms 2, 1
- Location and distribution: Determine if pain is monoarticular, oligoarticular (2-4 joints), or polyarticular (≥5 joints), and whether symmetric or asymmetric 1
- Quality and severity: Characterize the pain type and intensity using validated scales 2
- Morning stiffness duration: Stiffness exceeding 30 minutes strongly suggests inflammatory rather than non-inflammatory arthritis 3, 4
Inflammatory Features
- Presence of joint swelling, warmth, or erythema: These indicate inflammatory synovitis rather than mechanical pain 2, 1
- Fever, weight loss, or fatigue: Systemic symptoms suggest inflammatory or infectious etiology 2, 1
- Pattern of joint involvement: Migratory, additive, or symmetric patterns help narrow differential diagnosis 4
Aggravating and Relieving Factors
- Activity-related changes: Pain worsening with use suggests mechanical/degenerative causes; pain improving with movement suggests inflammatory arthritis 2, 5
- Response to rest: Inflammatory conditions typically worsen with prolonged rest 5
- Effect of weather, physical activity, posture, stress, and tiredness 2
Extra-Articular Manifestations
- Skin changes: Document any rashes, their distribution, morphology, and timing relative to joint symptoms 4
- Eye symptoms: Uveitis, conjunctivitis, or dry eyes may indicate spondyloarthropathy or Sjögren's syndrome 2
- Oral/nasal symptoms: Ulcers suggest systemic lupus or Behçet's disease 2
- Gastrointestinal symptoms: Diarrhea may precede reactive arthritis 2
- Genitourinary symptoms: Urethritis suggests reactive arthritis 2
- Neurological symptoms: Altered sensation or weakness may indicate nerve involvement 2
Previous Treatments and Response
- Current and past pain medications: Include prescribed, over-the-counter, and homeopathic remedies 2
- Previous therapies tried: Physical therapy, injections, or other interventions and their efficacy 2
- Frequency and safety of medication use: Assess for potential overdosing 2
Functional Impact Assessment
- Effect on activities of daily living: Determine limitations in self-care, instrumental activities, work, and hobbies 2
- Sleep disturbance: Inquire about causes (pain, worrying, poor sleep habits) 2
- Impact on mood and concentration: Screen for depression and anxiety 2
- Patient's valued life goals: What activities they cannot currently perform 2
Contextual and Psychosocial Factors
- Patient beliefs and concerns: Their understanding of pain cause and perceived control over symptoms 2
- Fear of movement or catastrophizing: These psychological factors influence treatment selection 2
- Coping strategies and self-efficacy: Assess patient's confidence in managing symptoms 2
- Social support and work status: Impact on ability to participate in treatment 2
Medical and Family History
- Comorbidities: Diabetes, cardiovascular disease, obesity, immunosuppression 2, 1
- Family history: Genetic predisposition to rheumatologic conditions 2, 1
- Recent infections: Viral illnesses, tick exposure (Lyme), sexually transmitted infections, or gastrointestinal infections preceding arthritis 1
- Trauma history: Previous joint injuries predispose to secondary osteoarthritis 6
- Medication history: Drugs that may cause arthralgia or lupus-like syndromes 1
Lifestyle and Behavioral Factors
- Tobacco, alcohol, or drug use: May influence pain or treatment options 2
- Physical activity level: Sedentary lifestyle versus high-demand activities 2
- Obesity status: Contributes to pain and disability, particularly in weight-bearing joints 2
- Occupational exposures: Repetitive movements or joint stress 2
Physical Examination Priorities
Joint-Specific Assessment
- Complete examination of all peripheral joints: Assess for tenderness, swelling, warmth, erythema, and range of motion 2, 3, 4
- 28-joint count assessment: Include PIPs, MCPs, wrists, elbows, shoulders, and knees 3
- Spine examination: Assess for sacroiliitis if symptoms suggest spondyloarthropathy 2, 4
- Distinguish synovitis from bony hypertrophy: Palpable synovitis indicates inflammation; bony changes and crepitus suggest osteoarthritis 1
Functional Movement Assessment
- Observe gait pattern: Antalgic gait or hesitance suggests fear avoidance or severe pain 2
- Single-leg squat or functional tasks: Assess movement patterns and pain provocation 2
- Muscle strength testing: Hip and knee muscle weakness may guide treatment 2
Extra-Articular Examination
- Skin inspection: Look for rashes, nodules, psoriatic plaques, or vasculitic lesions 4, 1
- Eye examination: Check for conjunctivitis, uveitis, or dry eyes 2
- Oral cavity: Assess for ulcers or dry mucosa 2
- Lymph node palpation: Generalized lymphadenopathy may suggest systemic disease 1
Critical Red Flags Requiring Urgent Evaluation
- Fever with joint pain: Consider septic arthritis or systemic inflammatory disease 2, 1
- Severe unilateral joint pain with effusion: Septic arthritis until proven otherwise 2
- Constitutional symptoms: Weight loss, night sweats, or profound fatigue may indicate malignancy or serious systemic disease 2, 1
- Neurological deficits: May indicate spinal involvement or nerve compression 2
- Recent immunosuppression or checkpoint inhibitor therapy: Increased risk of infection or immune-related adverse events 2