Chiropractic Boards Part IV: Practical Exam Guide
The complete book on one page. Use the button at the bottom right to save it as a PDF.
- Chapter 1: How the Practical Exam Works and How to Prepare
- Chapter 2: Reading Films Under Time: Approach and Normal Anatomy
- Chapter 3: High Yield Films I: Trauma
- Chapter 4: High Yield Films II: Arthritides, Tumors, Infection, Metabolic Disease and Soft Tissue
- Chapter 5: The History in a Standardized Patient Encounter
- Chapter 6: Performing the Examination in a Station
- Chapter 7: Diagnosis, Orders and Management Decisions
- Chapter 8: Documentation, Consent, Communication and Referral
- Chapter 9: Technique Station Principles and Scoring
- Chapter 10: Cervical and Thoracic Set Ups
- Chapter 11: Lumbar, Pelvic and Sacroiliac Set Ups
- Chapter 12: Extremity Set Ups
- Chapter 13: Practice Stations I: Imaging and Case Management Walk Throughs
- Chapter 14: Practice Stations II: Technique Walk Throughs and Final Preparation
How the Practical Exam Works and How to Prepare
Part IV does not ask what you know; it asks what you do with a real person in front of you and a clock on the wall. Candidates who know the material cold still lose points by skipping a consent statement, adjusting without stating a contraindication screen, or running out of time before the note is written. This chapter explains how a practical exam of this kind is built and scored, and how to prepare so that the right actions come out of you automatically on exam day and, later, in practice.
By the end of this chapter you can
- Describe the station format of a practical exam: door cards, standardized patients, timed rotation and the three content areas of technique, case management and imaging interpretation.
- Explain how checklist scoring works and why critical actions, safety items and professionalism items carry special weight.
- Explain why verbalizing your reasoning converts silent competence into visible, scorable behavior.
- List the most common reasons candidates lose points and build a habit to prevent each one.
- Plan exam day: arrival, attire, hand hygiene, draping, use of the door card and time management inside each station.
- Build a study plan around partner practice, timed mock stations, personal checklists and a film library, linking Parts I to III knowledge to performance.
- Apply a standard communication script in every station: introduction, identification, explanation, informed consent, modesty, and a stop rule when the patient reports pain.
- Recognize the red flags that change a station from treatment to referral, and state them aloud.
Section 1The structure of the practical exam
What a practical exam is designed to measure
Written board parts measure recall and reasoning on paper. A practical exam measures observable performance: whether a candidate can gather the right information from a patient, examine correctly, reach a defensible diagnosis, choose safe care, set up and deliver (or simulate) an adjustment, read a film, and communicate throughout. The underlying design idea is the objective structured clinical examination (OSCE): many short, standardized encounters instead of one long, unstructured one. Breaking the exam into stations does two things. It samples a wider range of skills than any single encounter could, and it lets every candidate meet the same task, the same patient script and the same scoring sheet, which makes the result fairer and more reliable.
Part IV follows this general model. Candidates rotate through a series of timed stations. Some stations involve a standardized patient (SP), a trained person who portrays a case consistently for every candidate. Some involve imaging, where a candidate views films and answers questions or writes an interpretation. Some involve chiropractic technique, where the candidate identifies a listing and demonstrates the set up. Exact station counts, timings, the number of days, and the format of written components change over time, so always confirm the current details in the official candidate materials published by the testing body before you sit the exam. This book teaches the behaviors that score well in any well designed station of each type.
The three content areas
| Content area | What you are asked to do | What examiners typically observe | Where it draws from |
|---|---|---|---|
| Chiropractic technique | Identify a segmental listing, position the patient, take a stance, establish contact point and segmental contact, stabilize, set the line of drive, describe the thrust | Correct segment and listing, safe and stable positioning, precise contact, line of drive matching the listing, pre-thrust screening and consent, verbalization | Part II and III principles of chiropractic, biomechanics, technique labs |
| Case management | Take a focused history, perform a focused examination, state a diagnosis, order or interpret tests, decide on care or referral, document | Red flag questions, correct test technique, stated positive and negative findings, appropriate diagnosis and plan, consent, referral when indicated, note quality | Part III clinical competency, orthopedics, neurology, physical diagnosis, case management |
| Imaging interpretation | View radiographs and identify findings, give an impression and a recommendation | Systematic search, correct location and view, accurate description, safe recommendation (further imaging, referral, contraindication to manipulation) | Part II and III diagnostic imaging, normal anatomy and pathology |
These areas overlap. A case station may hand you a film to interpret before you decide on care. A technique station may include a patient whose history contains a reason not to adjust. The exam rewards candidates who carry safety and reasoning across every boundary instead of treating each station as a narrow skill check.
Door cards and the station cycle
Each station begins outside the room with a door card (sometimes called a station instruction sheet). A typical door card states the patient's name, age and sex, the setting, the chief complaint or the reason for the visit, sometimes vital signs, and the task: for example, "Take a focused history and perform a focused examination" or "Demonstrate the set up for the listing shown." The door card is the most important page of the station. It tells you which skills are being scored. If it says "focused history only," a perfect physical examination earns nothing and wastes time. If it says "explain your findings to the patient," the closing explanation is scored.
The station cycle is consistent: a reading period at the door, an encounter period inside, and often a post-encounter task (a patient note, written questions, or a film question) before rotation to the next station. A signal (bell, buzzer, announcement or timer) marks transitions. When the signal ends the encounter, you stop, thank the patient and leave, even mid-sentence. Unfinished items are simply unscored, so pacing matters more than perfection on any single item.
Standardized patients and examiners
A standardized patient is trained to give the same history, the same answers and the same physical responses to every candidate. If the case calls for a positive straight leg raise at 40 degrees, the SP reproduces leg pain at about that angle each time. SPs are often instructed to answer only what is asked. They will not volunteer that they take warfarin or lost 15 pounds without trying unless you ask. This is the single most important fact about SP stations: information you do not ask for does not exist. The scoring sheet expects you to elicit it.
Scoring may be done by the SP after the encounter, by an examiner watching in the room, by an examiner watching remotely, or by review of a recording. Examiners in technique stations are often licensed doctors who know what a good set up looks like and will notice an unstable stance or a contact on the wrong side. Treat the examiner as a silent observer: address the patient, not the examiner, unless the door card tells you to explain to the examiner. When you verbalize for scoring, speak clearly enough to be heard, but phrase it for the patient where you can ("I am checking for a condition that would make adjusting unsafe").
SPs also have a limited physical role. Many may not be actually adjusted, may have true physical findings that are part of their real body rather than the case (a surgical scar, a mole), and may have instructions to simulate findings. Some exams use mannequins or allow only simulated thrusts. Follow the door card and any proctor instruction on whether a thrust is delivered; when not permitted, you set up fully, take tissue pull and preload, state the line of drive and say "I would now deliver a high velocity, low amplitude thrust" without delivering it.
How timing shapes everything
Time pressure is the defining condition of the exam. Whatever the official station length, you will feel it is too short. Candidates fall into two errors: they rush and skip consent or red flags, or they go deep on one part (often the history) and never reach the examination or the plan. The solution is a rehearsed internal clock. For a history and examination station, a common practice split is roughly one third of the time on history, a little over one third on the focused examination, and the remainder on findings, diagnosis, plan, consent and questions. For a technique station, most of the time goes to the set up and verbalization; the thrust or simulated thrust is seconds long.
| Station type | Opening (always) | Core | Close (always) |
|---|---|---|---|
| Technique | Hand hygiene, introduction, identity check, brief explanation, consent, screening statement | Identify the listing, position, stance, contact, stabilization, line of drive, preload, thrust or simulated thrust | Reassess or state that you would reassess, check patient comfort, return patient to a safe position |
| Case management, history | Hand hygiene, introduction, identity, agenda, consent to proceed | Chief complaint, OPQRST, red flags, systems, PMH, medications, family, social, occupational | Summary back to the patient, transition statement, questions |
| Case management, examination | Explain, consent, drape, hand hygiene | Vitals if asked, inspection, palpation, range of motion, orthopedic and neurologic tests, all stated aloud | Findings in plain language, diagnosis, plan or referral, consent to plan, questions |
| Imaging | Confirm the patient name, date, view, side marker | Systematic search (ABCS), describe the abnormality by location and features | One line impression, recommendation, and whether manipulation of the region is contraindicated |
Reasoning: Read the task: history only. Knock, enter, wash or sanitize hands, introduce yourself by name and role, confirm the patient's full name (and date of birth if your practice routine includes it), and ask permission to talk about the back pain. Open with "Tell me about your back pain," then work OPQRST. Do not drift into palpation or range of motion; it earns nothing and spends time. Because the patient is over 50, prioritize red flags out loud: history of cancer, unexplained weight loss, night pain or rest pain, fever or chills, recent infection or IV drug use, trauma, steroid use, bowel or bladder changes, saddle numbness and progressive leg weakness. Ask about anticoagulants and abdominal pulsation or tearing pain (abdominal aortic aneurysm risk at this age). Summarize what you heard back to the patient, tell him that the next step would be an examination, and ask if he has questions. Critical actions not to miss: cancer and weight loss questions, cauda equina questions, and a summary.
The practical exam is a set of short, standardized, timed encounters in technique, case management and imaging. The door card defines what is scored, standardized patients reveal only what you ask, and timing rewards a rehearsed opening and closing that you never skip. Confirm the current station details in official candidate materials.
Section 2How stations are scored
Checklists: the scoring backbone
Most practical stations are scored with a checklist: a list of specific, observable actions, each marked done or not done (sometimes done correctly, done incorrectly, or not done). A history checklist might include "asked about onset," "asked about bowel or bladder function," "asked about prior episodes," and "asked about medications." An examination checklist might include "performed straight leg raise with correct technique" and "stated the result." A technique checklist might include "contact point on correct side," "stabilization established," and "line of drive appropriate to listing." Checklists reward explicit, complete behavior. They cannot award credit for what an examiner assumes you thought.
Many practical exams also use global ratings: a holistic score for communication, organization, professionalism or overall competence. Global ratings capture what checklists miss, such as whether the encounter flowed, whether the patient felt respected, and whether the candidate seemed safe. A candidate who completes every checklist item but is brusque, disorganized or rough may still score poorly on global ratings.
Critical actions
Some items matter more than others. A critical action is an item whose omission is considered unsafe or a serious failure of care, regardless of how well the rest of the station goes. Exams differ in how they treat them (heavier weighting, mandatory items, or automatic failure of the station), and you should not assume a particular rule, but you should behave as though each of the following can sink a station by itself.
| Category | Examples of critical behavior | Why it is critical |
|---|---|---|
| Safety screening before manipulation | Asking about or stating screening for fracture, anticoagulant use, osteoporosis, recent surgery, signs of vertebral or carotid artery dissection, upper cervical instability, malignancy and infection | Manipulation in the presence of an absolute contraindication can cause catastrophic harm |
| Red flag recognition | Asking about cauda equina symptoms in low back pain; recognizing an abdominal aortic aneurysm pattern; recognizing chest pain of cardiac origin | Missing an emergency delays life or function saving care |
| Appropriate referral | Emergency referral for cauda equina, suspected dissection, acute myocardial infarction; urgent referral for suspected malignancy or fracture | Treating instead of referring is a serious error in case management |
| Informed consent | Explaining the procedure, material risks, benefits and alternatives, and obtaining agreement before examination or treatment | Treatment without consent is an ethical and legal failure |
| Patient dignity and modesty | Draping, explaining before touching, asking permission before sensitive areas, offering a chaperone where appropriate | Breaches of modesty are unprofessional and may be treated as misconduct |
| Stopping on pain or adverse response | Stopping a test or set up when the patient reports pain, dizziness, numbness or other new symptoms, then reassessing | Continuing despite a warning sign can cause injury |
Why verbalizing matters
Verbalizing means saying aloud what you are doing, why, and what you found. It is not chatter. It turns your reasoning into something an observer can score. Consider two candidates who both perform a Spurling test. The first presses down on the head silently, sees the patient wince and moves on. The second says, "I am going to tilt and turn your head toward the right and press gently downward; tell me if this reproduces your arm symptoms," and afterward, "That reproduced pain down your right arm, which suggests irritation of a nerve root in the neck on the right." The second candidate has demonstrated correct technique, patient communication, and interpretation. The first has demonstrated a hand movement.
Verbalizing is especially important in technique stations, where the decisive elements (segmental contact, line of drive, depth) are hard to see from across the room. A strong technique verbalization names the listing, the contact point (the part of the doctor's hand), the segmental contact (the part of the patient's vertebra), the stabilization, the line of drive in plain anatomical terms, and the screening that preceded it. Practice the phrasing until it is short and automatic.
| What you do | Weak (silent or vague) | Strong (scorable) |
|---|---|---|
| Screening before a cervical set up | Nothing said | "Before I adjust, I have confirmed no history of trauma, no anticoagulants, no dizziness, double vision or sudden severe headache, and no inflammatory arthritis or Down syndrome." |
| Contact | "I'm contacting here." | "My contact point is the lateral aspect of the proximal phalanx of my right index finger on the right articular pillar of C5." |
| Line of drive | "Then I push." | "My line of drive is posterior to anterior, slightly lateral to medial, and inferior to superior along the plane of the facet." |
| Positive test | Moves on after the patient winces | "Pain reproduced at the posterior thigh at about 40 degrees; positive straight leg raise on the left, consistent with lumbar nerve root tension." |
| Negative test | Moves on | "Negative on the right, no pain reproduction." (negatives matter for the differential) |
Common reasons candidates lose points
Score reports and faculty experience with practical exams point to a short, repeated list of errors. Nearly all of them are habit failures rather than knowledge gaps.
- Skipping the opening. No hand hygiene, no introduction, no identity check, no consent. These are easy items lost in the first 20 seconds by candidates eager to start.
- Not reading the door card. Doing the wrong task, examining the wrong region, or ignoring a vital sign printed on the card (a blood pressure of 190/115 changes the whole station).
- Silent performance. Correct tests with no stated result, correct set ups with no stated line of drive.
- Incomplete red flags. Asking two red flag questions instead of a full screen, especially missing medications (anticoagulants, corticosteroids) and cancer history.
- Leading questions. "You don't have any bladder problems, do you?" invites a reflexive no. Ask open or neutral closed questions.
- Poor technique. Wrong side contact, unstable stance, no tissue pull, a line of drive that does not match the listing, or a set up that is uncomfortable or unsafe.
- Time mismanagement. An excellent history and no time left for the exam, plan or note.
- No plan or referral. Finding the problem but never stating what to do about it.
- Ignoring the patient. Not responding when the SP says "that hurts," not checking comfort, poor draping.
- Inaccurate documentation. A patient note that contradicts the encounter or omits key negatives.
Reasoning: Introduce yourself, confirm identity, explain that you will look at and examine her neck, and obtain consent. Before any provocative test, screen for fracture and instability aloud: "Before I move your neck, I want to check a few things. Were you able to walk at the scene? Do you have pain in the middle of the back of your neck? Any numbness or weakness in the arms?" Apply a recognized decision rule such as the Canadian C-spine rule; if she has a high risk factor or midline tenderness and cannot rotate 45 degrees each way, say you would not proceed with stress testing and would obtain imaging first. If cleared, inspect, palpate, measure active range of motion, then perform tests with explanations, stating each result. Perform a brief neurologic screen (dermatomes, myotomes, reflexes C5 to C7). Close with findings in plain language. Critical actions not to miss: trauma screen before provocative tests, neurologic screen, and stating each result.
Stations are scored on observable behavior through checklists, critical actions and global ratings. If you do not say it, the observer cannot score it. Most lost points come from skipped openings, silent testing, incomplete red flags, unmatched lines of drive and time mismanagement, all of which are fixed by rehearsed habits.
Section 3Exam day logistics and conduct
Before you arrive
Practical exams are run on tight schedules with many candidates, patients and examiners moving in synchrony. Late arrival may mean you are not admitted. Read the official candidate materials well in advance for the required identification, arrival time, permitted and prohibited items, attire rules, and any rules about equipment you bring versus equipment provided. Plan travel with a margin, stay close to the site the night before if travel is long, and confirm the test site address in advance. Sleep and food are performance variables: a well rested candidate reads door cards faster and makes fewer slips.
Prohibited items commonly include phones, smart watches, notes, recording devices and bags in the testing area. Assume nothing on your person will be allowed except what the materials list. If you are permitted to bring equipment (for example, a reflex hammer, pinwheel or tuning fork), check it the night before. If equipment is provided, practice with ordinary standard tools so you are not thrown by an unfamiliar model.
Attire and presentation
Dress as a professional doctor would for a new patient. Clean clinic attire or business attire, closed toe shoes, minimal jewelry, short clean nails, hair secured away from the face and away from the patient during set ups, and no strong fragrance. Avoid anything that dangles over the patient (long necklaces, ties without a clip, lanyards) because it will touch the patient during prone and supine set ups. Some exams provide or prohibit lab coats or have rules about names and logos on clothing; follow the official instructions.
Using the door card and the reading time
The reading period is short, so use a fixed routine every time, practiced until automatic:
- Name, age, sex. You will use the name in the introduction. Age and sex steer the differential and red flags (an older patient with back pain raises malignancy and aneurysm; a young adult with morning stiffness raises inflammatory spondyloarthropathy).
- Chief complaint and duration. Acute versus chronic, traumatic versus insidious.
- Vital signs, if given. Read them; abnormal values are placed on purpose.
- The task verbs. History, examination, technique, imaging, explanation, documentation.
- Plan your first three questions or first three steps. A quick mental outline beats walking in blank.
If scratch paper or a note board is permitted, jot a skeleton (OPQRST and red flags, or the region and the listing). If not, rely on your memorized templates. Do not try to memorize the entire door card; you may be allowed to see it again or a copy may be inside the room, depending on the exam, but plan as if you cannot.
Entering the room
Knock, wait a beat, and enter. Make eye contact with the patient, smile, and perform hand hygiene where the patient can see it (alcohol based rub or hand washing as available). Many checklists include hand hygiene as an item at the start and sometimes after the encounter. Introduce yourself with your name and role ("Hello, I am Dr. Patel, one of the chiropractors here"), confirm the patient's identity using the name on the door card, and state the purpose of the visit. Ask how the patient prefers to be addressed. Sit at eye level for history taking where possible.
Draping and positioning
Expose only what you need to examine, and only for as long as you need it. Explain before asking a patient to change position or move clothing: "I would like to look at your lower back; may I lift the back of your gown to just above the waist?" Use a drape or sheet to cover areas not being examined. For a gowned patient, tie or hold the gown so it does not fall open when the patient moves. In prone positioning, check that the face piece is comfortable and that the patient can breathe easily. In side posture, make sure the patient is secure and will not roll off the table. Ask before touching any sensitive area, and explain what you are about to do and why, in plain language.
Respecting the standardized patient
Treat the SP exactly as you would treat a real patient. The SP is scoring how it felt to be your patient. Rough handling, cold hands without warning, careless draping, talking over the patient, or making jokes at the patient's expense cost points. Never perform tests that are clearly painful or invasive and not indicated by the task. Do not perform rectal, genital or breast examinations in a station; if one would be indicated clinically, state that you would perform it (with a chaperone and consent) or that you would refer. Do not deliver a real thrust unless the station explicitly permits it.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Enter | Knock, enter, eye contact | "Good morning." |
| 2. Hygiene | Sanitize hands in view | "I am just cleaning my hands." |
| 3. Introduce | Name and role | "I am Dr. Lee, a chiropractor." |
| 4. Identify | Confirm full name (and date of birth if your routine uses it) | "Can you tell me your full name, please?" |
| 5. Agenda | State purpose and time frame | "I understand you are here about your low back. I would like to ask some questions and then examine you. Is that all right?" |
| 6. Comfort | Check comfort, offer a seat | "Are you comfortable sitting there?" |
| 7. Proceed | Begin the core task | "Tell me about your back pain." |
Staying within the time
Know where the clock is, or know how time is announced. Many exams give a warning before the end of the encounter. Use the warning as a hard trigger: whatever you are doing, move to your close (findings, diagnosis, plan, consent, questions). It is better to skip the last two orthopedic tests than to leave without stating a plan. When the end signal sounds, stop, thank the patient and exit. Do not continue talking, do not return for a forgotten item, and do not argue. If a post-encounter task follows, the patient note or answers are written from what you actually did.
One bad station does not end the exam. Each station is independent. Leave each room mentally, take one slow breath at the next door card, and start fresh. Candidates who dwell on a previous station misread the next one.
Reasoning: The vital signs are on the card on purpose. Enter, hygiene, introduce, identify, explain and obtain consent. Before examining the shoulder, recheck the blood pressure (correct cuff size, arm supported at heart level, patient seated with feet flat and rested) and ask about headache, chest pain, shortness of breath, visual change, confusion and weakness. Left shoulder or arm pain with exertion would raise cardiac concern, and right shoulder pain can be referred from the gallbladder or diaphragm, so ask briefly about chest, abdominal and exertional symptoms. Perform the focused shoulder examination if he is stable. In the plan, state that a reading at this level needs medical evaluation: same day referral if confirmed and asymptomatic, emergency referral if symptoms suggest hypertensive emergency (chest pain, neurologic deficit, visual loss, confusion). Say you would defer spinal manipulation until the pressure is addressed. Critical actions not to miss: recheck the blood pressure, ask target organ symptoms, and refer appropriately.
Exam day rewards a fixed routine: arrive early with only permitted items, dress cleanly and safely, read every door card with the same five steps, open every room with hygiene, introduction and identification, drape and explain before touching, treat the SP as a real patient, and move to your close at the time warning.
Section 4A study plan for the practical
Why knowledge is not enough
Candidates who passed Parts I to III know enough to pass Part IV. What separates candidates on a practical exam is retrieval under pressure and smooth motor performance. Both are trained by repetition with feedback, not by rereading. Your study plan should therefore spend most of its hours doing stations out loud, on a partner, against a timer, with someone scoring you from a checklist. Reading is for filling the gaps those rehearsals reveal.
Build your own checklists
Start by writing your own scoring sheets. Use the official candidate materials and course syllabi for the content domains, and write, for each station type, the items an examiner would likely look for. Personal checklists teach you to think like an examiner and give your practice partners something concrete to score. Keep them short enough to use in real time.
| Checklist | Core items to include |
|---|---|
| Universal opening | Hand hygiene, introduction with name and role, identity check, agenda, consent to proceed |
| Low back pain history | OPQRST, mechanism, radiation and paresthesia, weakness, bowel and bladder, saddle sensation, cancer history, weight loss, fever, night pain, trauma, steroids, anticoagulants, prior episodes, occupation, function |
| Neck pain history | OPQRST, trauma, arm symptoms, headache pattern, dizziness, diplopia, dysarthria, dysphagia, drop attacks, nystagmus, ataxia, numbness (the dissection screen), inflammatory arthritis, anticoagulants |
| Lumbar examination | Inspection, palpation, active range of motion, Kemp, SLR and Braggard or well leg raise, slump, Patrick (FABER), Gaenslen or SI provocation, neurologic L4 to S1 (dermatomes, myotomes, reflexes), heel and toe walk |
| Technique set up | Screening statement, consent, listing named, patient position, doctor stance, contact point, segmental contact, stabilization, tissue pull, preload, line of drive stated, thrust or simulated thrust, reassessment |
| Film interpretation | Patient data and view, ABCS search, review areas, abnormality by location and features, impression, recommendation, safety statement about manipulation |
| Universal close | Findings in plain language, working diagnosis, plan or referral, risks, benefits and alternatives, consent, questions, thanks |
Practicing with partners
Work in groups of three: one doctor, one patient, one examiner with the checklist and timer. Rotate roles every station. The patient should play a scripted case, answer only what is asked, and report how the encounter felt. The examiner marks only what is observed and gives feedback at the end on the three most important misses. Being the examiner is as valuable as being the doctor; it trains you to see what scorers see.
Write case scripts for each other covering common presentations and the important can't-miss conditions: mechanical low back pain, lumbar radiculopathy, cauda equina syndrome, spinal stenosis, compression fracture, metastatic disease, abdominal aortic aneurysm, cervical radiculopathy, vertebral artery dissection, whiplash, tension type headache and migraine, shoulder impingement and rotator cuff tear, adhesive capsulitis, carpal tunnel syndrome, lateral epicondylopathy, knee ligament and meniscus injuries, ankle sprain, hip osteoarthritis, and inflammatory spondyloarthropathy. A good case script has a door card, a history script with planted red flags or pertinent negatives, the expected examination findings, and the expected diagnosis and plan.
Timed mock stations
Once each skill is solid untimed, practice with a strict timer. Aim to finish your full routine with time to spare; on exam day nerves will slow you. Record yourself on video (with your partner's permission) and watch for silent periods, filler words, awkward positioning, poor draping, and set ups where your line of drive is not visible. Run at least several full mock circuits in the final weeks, with the same door card reading time, encounter time and transition time as your best understanding of the real exam. Fatigue across many stations is real; train for it.
Using film libraries
Imaging interpretation is a pattern recognition skill. Build volume: look at many normal films first so that abnormal becomes obvious, then work through high yield pathology. Use any film library available to you through your program, teaching files, and reputable educational image collections. For every film, force yourself through the same search pattern and say a one line impression and a recommendation aloud, then check. Time yourself. Keep a log of misses by category (missed finding, wrong location, wrong description, wrong recommendation) and review it weekly. Chapters 2 to 4 of this book teach the search pattern, normal anatomy and the high yield film cases.
Linking Parts I to III to performance
| Earlier knowledge | How it shows up in a station |
|---|---|
| Spinal anatomy and biomechanics | Facet plane orientation sets the line of drive (cervical about 45 degrees to the horizontal, thoracic near coronal, lumbar near sagittal in the upper lumbar spine) |
| Neuroanatomy and neurology | Choosing which dermatomes, myotomes and reflexes to test and interpreting a root level |
| Pathology and microbiology | Recognizing malignancy, infection and inflammatory disease patterns in a history and on film |
| Physical and clinical diagnosis | Correct technique for vital signs and orthopedic tests, and what a positive result means |
| Diagnostic imaging | Systematic film reading and safe recommendations |
| Principles of chiropractic and technique | Listings, set ups, contraindications |
| Case management and ethics | Consent, referral, documentation and boundaries |
A sample timeline
Adapt the timeline to your schedule; the proportions matter more than the dates. In the early phase, write checklists, review core technique set ups region by region, and look at normal films daily. In the middle phase, practice stations with partners several times a week, untimed first and then timed, rotating through regions and case types, and add pathology films. In the final phase, run full mock circuits under realistic timing, focus on your logged weaknesses, and rehearse the universal opening and closing until they are effortless. In the final days, rest, review checklists lightly, prepare attire and identification, and confirm logistics.
Reasoning: Even with consent noted, confirm it briefly and state your screening: no recent trauma, no osteoporosis, no anticoagulants, no cauda equina symptoms, no history of cancer, no progressive neurologic deficit. A PR listing in the Palmer Gonstead system means the L4 body has rotated posterior on the right, so the spinous process has deviated to the right. In a common diversified approach, place the patient in side posture with the posterior side (right) up, so the spinous process points toward the ceiling. Flex the top hip and knee and tuck the top foot into the back of the lower knee. Rotate the upper trunk back toward you only until tension localizes at L4. Stand facing the patient in a fencer stance, cephalad leg forward, your thigh against the patient's flexed knee. Take a pisiform contact with your caudal hand on the upper (right) side of the L4 spinous process, stabilize the shoulder with your cephalad hand, take tissue pull and preload. State the line of drive: lateral to medial on the spinous process (right to left, toward the table), delivered with a body drop and a slight arc that matches the lumbar facet plane. If thrust is not permitted, state that you would now deliver a high velocity, low amplitude thrust. Recheck comfort and return the patient to a neutral position. Critical actions: screen, correct side up, correct contact side, stated line of drive.
Study for a practical by performing, not by reading. Write your own checklists, rehearse in rotating trios with a timer, record and review, build volume on films with a fixed search pattern, and use Parts I to III knowledge to justify every action you take aloud.
Section 5Professionalism, communication and patient safety in every station
The communication spine of every encounter
Every station, whatever its content, sits on the same communication spine: open, explain, consent, perform, check, close. Communication items appear throughout checklists and drive global ratings, and they are the same items that protect patients and doctors in practice. Learn one version of each element and use it everywhere so that it costs no thought on exam day.
| Element | What it accomplishes | Example phrasing |
|---|---|---|
| Introduction | Establishes who you are and your role | "Hello, I am Dr. Okafor, a chiropractor. I will be seeing you today." |
| Identification | Prevents wrong patient errors | "Could you tell me your full name and date of birth?" |
| Agenda | Sets expectations and invites the patient's concerns | "I would like to hear about your neck, then examine you, and then we will talk about what I find. Is there anything else you want to cover?" |
| Explanation before action | Removes surprise, builds trust, supports consent | "I am going to press along the muscles beside your spine. Tell me if anything is tender." |
| Informed consent | Respects autonomy and meets legal and ethical duty | "The adjustment is a quick, gentle movement of the joint. Common effects are temporary soreness or stiffness; serious complications are rare. Alternatives include exercise, soft tissue work or mobilization. Do you have any questions, and are you willing to proceed?" |
| Modesty | Protects dignity | "I will keep you covered with this sheet and only uncover your lower back." |
| Checking in | Detects pain or adverse response early | "How is that feeling? Any dizziness or tingling?" |
| Closing | Shares findings, plan and next steps | "What I found suggests irritation of a joint in your lower back without nerve damage. I recommend..." |
Informed consent in a station
Informed consent is a process, not a signature. The patient must understand the nature of the proposed examination or treatment, its material risks, the expected benefits, the reasonable alternatives (including no treatment), and the right to decline or stop at any time. Consent must be voluntary and given by a patient with capacity. For a minor, a parent or guardian consents and the child should assent where able.
In a station, separate consent to examine from consent to treat. Ask permission before the physical examination. Before an adjustment, give a short, accurate risk statement. For spinal manipulation, commonly discussed effects include temporary local soreness, stiffness or headache, which usually resolve within a day or two; rare but serious risks include fracture in weakened bone, worsening of a disc herniation, and, for cervical manipulation, cervical artery dissection and stroke, which are very rare and for which a causal relationship is debated. Be honest and calm, use plain language, and avoid either frightening or minimizing. Then confirm understanding and agreement. If the patient declines, accept it, document it and offer alternatives.
Consent can be withdrawn at any moment, including mid set up. If a patient says "stop" or "wait," stop immediately, release the contact and ask what is wrong.
Explaining procedures in plain language
Patients understand plain words, short sentences and one idea at a time. Replace jargon: "joint" not "zygapophyseal articulation," "nerve irritation" not "radiculopathy," "the bone in your neck" not "C5." Use the teach back method for important points: "So that I know I explained it well, can you tell me what you will do if the leg numbness gets worse?" This shows the examiner that you checked understanding rather than assumed it. Watch for nonverbal signals of anxiety (guarding, holding breath, clenched hands) and respond: "You look a little tense. Would you like me to explain what I'm about to do again?"
Modesty, boundaries and chaperones
Modesty is protected by explaining, asking, draping and limiting exposure. Professional boundaries are protected by keeping touch purposeful and announced, avoiding personal comments about the patient's body, and never touching sensitive areas without explicit explanation, consent and clinical need. A chaperone should be offered for examinations of sensitive areas and whenever the patient or doctor would be more comfortable; follow the policies stated in the candidate materials. If a patient appears uncomfortable, pause and ask. A patient's discomfort is information, not an obstacle.
Safety in every station
Safety is not a separate station. It is a thread through every encounter. Before any manual procedure, you screen. During it, you check in. After it, you reassess. And at any time, you are prepared to stop, decline to treat, and refer.
| Red flag finding | What it may indicate | Station response |
|---|---|---|
| Saddle anesthesia, new urinary retention or incontinence, bilateral leg weakness | Cauda equina syndrome | Do not adjust; emergency referral for same day imaging and surgical evaluation |
| Sudden severe neck pain or headache with dizziness, diplopia, dysarthria, dysphagia, drop attacks, ataxia, nystagmus or numbness | Cervical artery dissection or posterior circulation stroke | Do not manipulate; emergency services |
| Age over 50, prior cancer, unexplained weight loss, night or rest pain, failure to improve | Malignancy | Do not adjust the involved region until cleared; urgent imaging and medical referral |
| Fever, chills, IV drug use, recent infection or procedure, immunosuppression | Spinal infection (osteomyelitis, discitis, epidural abscess) | Do not adjust; urgent medical referral, emergency if neurologic signs |
| Significant trauma, osteoporosis, long term corticosteroid use, older age | Fracture | Do not adjust the region; imaging first |
| Pulsatile abdominal mass, tearing back or abdominal pain, older male smoker | Abdominal aortic aneurysm | Do not adjust the lumbar spine; emergency referral if symptomatic, urgent if found incidentally |
| Chest pain with exertion, diaphoresis, dyspnea, arm or jaw pain | Acute coronary syndrome | Stop; emergency services |
| Anticoagulant therapy or bleeding disorder | Bleeding risk | Modify force or avoid high velocity thrust; consider low force methods |
| Rheumatoid arthritis, Down syndrome, recent upper cervical trauma | Atlantoaxial instability | Do not manipulate upper cervical spine without imaging clearance |
Documentation habits
Many practical exams include a written patient note or post-encounter task. Even when they do not, documenting well in practice begins with how you think in the room. A useful note follows the SOAP structure: subjective (history, including pertinent negatives such as "denies bowel or bladder changes"), objective (vital signs and examination findings with sides and values), assessment (working diagnosis and differential, with the reasoning) and plan (treatment, consent obtained, home care, referral, follow up and outcome measures). Write only what you did and found. Never document a test you did not perform. Use standard abbreviations sparingly and clearly. Record the patient's consent, any refusal, any adverse event and your response.
| SOAP part | Must include | Common error |
|---|---|---|
| Subjective | Chief complaint, OPQRST, red flag answers including negatives, medications, relevant history | Omitting the negative red flag answers |
| Objective | Vitals, inspection, palpation, ROM, named tests with side and result, neuro findings | Writing "ortho tests negative" without naming them |
| Assessment | Working diagnosis, key differentials, reasoning, appropriateness of care | A diagnosis not supported by the documented findings |
| Plan | Treatment and region, consent, home advice, referral, re-examination timing | No referral documented when a red flag was found |
Reasoning: Begin with the opening: hygiene, introduction, identity, explanation. During your screening statement the SP says, "This started yesterday when I turned my head quickly. I've had the worst headache of my life and some double vision since." This is the station's real test. Stop. Do not proceed with a cervical set up. Ask about other posterior circulation signs (dizziness, slurred speech, trouble swallowing, unsteadiness, numbness of the face or limbs) and check for nystagmus and gait if possible without delaying care. Explain calmly that her symptoms could signal a problem with an artery in the neck that needs emergency evaluation, that adjusting would not be safe, and that you are calling emergency services now. Stay with her. Say you would document the symptoms, findings, time and actions taken. Critical actions: recognize the dissection pattern, do not manipulate, emergency referral, clear explanation.
Reasoning: Open with hygiene, introduction and identification. Explain the examination and obtain consent, then ask him to change into a gown and leave the room or turn away while he does, and drape. Explain each test before you perform it. During the straight leg raise on the right he says, "Ow, that really hurts, stop." Lower the leg immediately and say, "I've stopped. Where did you feel that?" Note the angle, the location and quality of pain (posterior thigh only, or below the knee), and whether it settles. State it aloud as a finding. Do not repeat the test to confirm. Continue the exam gently, adapting tests that would cause the same pain, and complete the neurologic screen. Close with plain language findings and a plan. Critical actions: stop at once, acknowledge, reassess and document.
Every station runs on the same communication spine: open, explain, consent, perform, check, close. Informed consent covers nature, risks, benefits and alternatives and can be withdrawn at any moment. Modesty, plain language and the stop rule protect the patient, and a red flag always outranks the planned task: stop, explain, do not treat the region, refer at the right urgency and document.
The chapter in one breath
- Part IV is an OSCE style practical exam: short, standardized, timed stations in technique, case management and imaging; confirm current station details in official candidate materials.
- The door card states the patient, the complaint and the task; read it with the same five step routine every time and do exactly the tasks it names.
- Standardized patients give consistent responses and reveal only what you ask, so a missed question means missed information.
- Stations are scored with checklists, critical actions and global ratings; critical actions center on safety, red flags, referral and consent.
- Verbalizing turns thought into scorable behavior: state test results, pertinent negatives, the listing, contact and line of drive.
- Most lost points come from skipped openings, silent performance, incomplete red flags, leading questions and poor time management.
- Exam day: arrive early, bring only permitted items, dress cleanly with nothing dangling, perform hand hygiene, introduce, identify, drape and explain before touching.
- Move to your close at the time warning; stop at the end signal; leave each station behind.
- Study by doing: personal checklists, rotating trios, timed mock stations, video review and a film library searched with one fixed pattern.
- Informed consent covers nature, material risks, benefits and alternatives, and it can be withdrawn at any moment.
- The stop rule: new pain, dizziness or distress means stop, release, reassess, and refer when warning signs appear.
- Document in SOAP form, recording pertinent negatives, consent, adverse events and referrals, and only what you actually did.
Words worth knowing
| Term | What it means |
|---|---|
| OSCE | Objective structured clinical examination: an exam made of many short standardized stations, each scored against a defined checklist. |
| Station | One timed task in a practical exam, such as a history, an examination, a technique set up or a film interpretation. |
| Door card | The instruction sheet read before entering a station; it gives patient details, the presenting complaint and the task. |
| Standardized patient (SP) | A trained person who portrays a clinical case the same way for every candidate and may help score the encounter. |
| Checklist | A list of observable actions scored as done or not done for a station. |
| Critical action | An item whose omission is considered unsafe or a serious failure of care, often weighted heavily. |
| Global rating | A holistic score of communication, organization or professionalism across an encounter. |
| Verbalizing | Saying aloud what you are doing, why, and what you found, so that reasoning can be observed and scored. |
| Pertinent negative | An absent finding that matters because it helps rule out a serious or competing diagnosis. |
| Red flag | A history or examination feature suggesting serious disease that requires a change in management or referral. |
| Informed consent | A patient's voluntary agreement after understanding the nature, risks, benefits and alternatives of a procedure. |
| Assent | Agreement by a minor or a person without full capacity, sought in addition to consent from the legal decision maker. |
| Teach back | Asking the patient to explain the information in their own words to confirm understanding. |
| Draping | Covering the patient with a gown or sheet so that only the area being examined is exposed. |
| Chaperone | A third person present during an examination to support the patient's comfort and protect both parties. |
| Hand hygiene | Cleaning hands with alcohol rub or soap and water before and after patient contact. |
| Listing | A shorthand description of a segment's malposition or motion restriction that determines the set up. |
| Contact point | The part of the doctor's hand that contacts the patient, such as the pisiform or the index finger. |
| Segmental contact | The part of the patient's vertebra contacted, such as the spinous process, transverse process or articular pillar. |
| Stabilization | The doctor's other hand or body position that fixes adjacent structures so the force reaches the target segment. |
| Line of drive | The direction of the adjustive force, chosen to match the listing and the joint plane. |
| Preload | Taking up joint slack and tissue tension before the thrust. |
| Simulated thrust | Setting up fully and stating that a thrust would be delivered, without delivering it, when a real thrust is not permitted. |
| Stop rule | The habit of stopping any test or procedure at once when the patient reports new pain or distress, then reassessing. |
| SOAP note | A documentation format of subjective, objective, assessment and plan. |
| Deliberate practice | Focused repetition with feedback aimed at specific weaknesses. |
| Film library | A collection of radiographs used for repeated systematic interpretation practice. |
| Satisfaction of search | Stopping the search after finding one abnormality and missing others. |
Check yourself
Reading Films Under Time: Approach and Normal Anatomy
An imaging station gives you a film, a short history and very little time, and it scores what you find, how you describe it and what you recommend. The candidates who do well are not the ones who know the rarest diagnoses; they are the ones who search every film the same way, know normal anatomy and its variants so well that abnormal stands out, and can say a clear one line impression and a safe recommendation before the signal. This chapter builds that engine; Chapters 3 and 4 load it with high yield pathology.
By the end of this chapter you can
- Apply a fast systematic search pattern (ABCS: alignment, bone, cartilage, soft tissue) to any radiograph, including the edges and the review areas.
- Explain satisfaction of search and use habits that prevent it.
- Identify normal landmarks and lines on cervical, thoracic and lumbar views, including the atlantodental interval, prevertebral soft tissue limits, George's line and the spinolaminar line.
- Recognize spinal variants that mimic disease: ponticulus posticus, pseudosubluxation of C2 on C3, the limbus vertebra, Schmorl nodes, Hahn clefts, transitional segments and the Mach band at the dens.
- Identify normal pelvic and hip lines (Shenton, Klein, Kohler) and extremity variants: accessory ossicles, growth plates, nutrient canals, bone islands and the pseudocyst of the humerus.
- Judge chest film quality (inspiration, rotation, penetration) and identify the normal heart borders, mediastinum, hila, lungs and diaphragm, including the cardiothoracic ratio.
- Recognize normal abdominal gas patterns and normal calcifications such as phleboliths and costal cartilage calcification.
- Describe a lesion by location, morphology, margins and zone of transition, matrix and periosteal reaction, then give a one line impression and a recommendation under time.
Section 1A fast systematic search pattern
Why a fixed pattern beats a good eye
Expert readers do not look at a film; they move through it. Eye tracking work on radiologists shows that experienced readers combine a quick global impression with a deliberate search, while novices fixate on the first abnormal or interesting spot and stop. On a timed exam the risk doubles: anxiety narrows attention, and the obvious finding becomes the only finding. A fixed search pattern costs perhaps 30 to 60 seconds per film once it is practiced, and it turns every film into the same task.
Before the search: the label check
Spend five seconds on the administrative data, and say it aloud if the station involves speaking. Confirm the patient name and age (age changes the differential more than any other single fact), the date, the view (AP, PA, lateral, oblique, open mouth, flexion, extension), the side marker, and whether the film is weight bearing. Check technical quality: is the area of interest included, is the exposure adequate, is the patient rotated? A rotated lateral cervical film doubles the posterior margins and can mimic a subluxation; an underpenetrated film hides lytic lesions. If the films provided are inadequate, recommending additional views is a legitimate answer.
ABCS
| Letter | What you check | Typical abnormality found here |
|---|---|---|
| A: Alignment | Overall curves (lordosis, kyphosis, scoliosis); contour lines (anterior and posterior vertebral body lines, spinolaminar line, spinous tips); intersegmental alignment; joint congruity in the extremities | Spondylolisthesis, subluxation, dislocation, instability on flexion and extension, scoliosis |
| B: Bone | Size, shape and density of each bone; cortex traced all the way around; trabecular pattern; pedicles on AP spine views; endplates; posterior elements | Fracture, missing pedicle from metastasis, blastic or lytic lesions, osteopenia, Paget disease, congenital anomaly |
| C: Cartilage (joint spaces) | Disc heights, facet joints, sacroiliac joints, hip and peripheral joint spaces; uniform versus nonuniform narrowing; subchondral bone; erosions; osteophytes | Degenerative disc disease, osteoarthritis (nonuniform narrowing), inflammatory arthritis (uniform narrowing, erosions), sacroiliitis, discitis (endplate destruction) |
| S: Soft tissue | Prevertebral soft tissue, paraspinal lines, psoas shadows, lung apices, aorta, kidneys, bowel gas, calcifications, foreign bodies | Prevertebral swelling from fracture or infection, aortic aneurysm calcification, renal or gallstones, lung apex mass, paraspinal mass |
Different teachers expand the acronym (for example, ABCDS adds "D" for disc space, or ABCs plus "S" for soft tissue). The specific letters matter less than using one version every time. Begin with alignment because it is the fastest whole film overview, then go structure by structure.
Check every corner and the review areas
Lesions hide where the eye does not travel: at the edges of the film, behind dense structures, and in the parts of the film that are not the stated area of interest. A lumbar film includes the lower ribs, the kidneys, the abdominal aorta, the iliac wings, the sacroiliac joints and often the hips. A cervical film includes the skull base, the airway, the lung apices and the upper ribs. A thoracic film includes the heart, both lungs and the upper abdomen. The board often places a finding in one of these peripheral areas precisely to test whether the search was complete.
| Film | Review areas (where findings hide) | Example hidden findings |
|---|---|---|
| Lateral cervical | Skull base and clivus, C1 ring and dens, prevertebral soft tissue, C7 to T1 junction (often obscured by shoulders), lung apex, airway | Atlantoaxial instability, retropharyngeal swelling, missed C7 fracture, Pancoast tumor at the apex |
| AP lumbar or lumbopelvic | Pedicles at every level, transverse processes, lower ribs, kidneys and ureter path, psoas shadows, iliac wings, sacroiliac joints, hips, pelvic soft tissue | Missing pedicle, renal stone, sacroiliitis, early hip avascular necrosis, Paget disease of the ilium |
| Lateral lumbar | Anterior to the vertebral bodies (abdominal aorta), endplates, pars interarticularis, posterior body line, sacrum | Calcified aortic aneurysm, pars defect, scalloping, compression fracture |
| Thoracic and chest | Lung apices, behind the heart, below the diaphragm, hila, ribs and clavicles, soft tissues of the chest wall and breasts, upper abdomen | Apical mass, retrocardiac consolidation, free air under the diaphragm, rib metastasis, missing breast shadow after mastectomy |
| Extremity | Every bone on the film (not just the painful one), soft tissue fat pads and planes, the joints at both ends | Elbow fat pad sign of occult fracture, second fracture after the obvious one, soft tissue gas |
Satisfaction of search
Satisfaction of search is the tendency to stop searching after finding one abnormality. It is a classic source of missed second findings: the obvious spondylolisthesis that hides the renal stone, the obvious fracture that hides the second fracture, the degenerative changes that hide a lytic metastasis. Prevent it with three habits. First, finish the pattern even after you find something. Second, when you find one abnormality, ask what it is commonly associated with (a fracture of one forearm bone suggests looking for injury to the other bone or a dislocation at a joint; a lytic lesion in an older adult suggests looking for others). Third, look at the review areas last, deliberately, as the final step before you speak.
Global impression first, then detail
Before the formal search, take two seconds for a global look at the whole film from a distance: overall density, overall alignment, anything strikingly asymmetric. This gestalt catches large findings (a diffusely dense spine of metastatic prostate cancer or Paget disease, a scoliosis, a missing hemipelvis density) that a close up search can paradoxically miss. Then begin ABCS.
| Step | What you do | What you say aloud |
|---|---|---|
| 1 | Label check: name, age, date, view, marker, quality | "This is a lateral lumbar film of a 72 year old man; the film is adequate." |
| 2 | Global look from a distance | "At a glance, overall density and alignment look ..." |
| 3 | Alignment | "Lordosis is preserved; the posterior body line is smooth." |
| 4 | Bone | "Vertebral heights are maintained; cortices are intact; no lytic or blastic lesion." |
| 5 | Cartilage | "Disc spaces are preserved except for narrowing at L5 to S1 with endplate sclerosis." |
| 6 | Soft tissue and review areas | "Curvilinear calcification anterior to L3 and L4 extending beyond the expected aortic width." |
| 7 | Impression and recommendation | "Impression: suspected abdominal aortic aneurysm. Recommend ultrasound and medical referral; no lumbar manipulation until cleared." |
Reasoning: Label check, global look, then ABCS. Alignment and bone show multilevel disc space narrowing and anterior osteophytes at L2 to L5, a satisfying set of degenerative findings. Do not stop. On the soft tissue pass, look anterior to the lumbar bodies: a curvilinear rim of calcification bulges anteriorly at L2 to L4. The normal abdominal aorta is under 3 cm in diameter; calcified walls separated by about 3 cm or more suggest aneurysm (the calcified wall may underestimate true size). Impression: multilevel degenerative disc disease; suspected abdominal aortic aneurysm. Recommendation: abdominal ultrasound (or CT) and medical referral, urgently if symptomatic (emergency if the patient has severe or tearing pain, hypotension or a pulsatile tender mass). Avoid lumbar manipulation and prone pressure until the aneurysm is evaluated. Critical action: the soft tissue search.
Run the same search on every film: label check, global look, then alignment, bone, cartilage and soft tissue, and finish with the review areas and the edges. Satisfaction of search is beaten by finishing the pattern after the first finding and by asking what that finding is associated with.
Section 2Normal cervical, thoracic and lumbar radiographs and their variants
The standard views and what each shows best
| Region and view | Best shows | Normal values and checks |
|---|---|---|
| Cervical lateral (neutral) | Alignment, vertebral bodies, disc spaces, facets, spinous processes, prevertebral soft tissue, atlantodental interval | All seven vertebrae and the top of T1 must be visible; ADI 3 mm or less in adults (up to 5 mm in children); prevertebral soft tissue about 7 mm or less at C2 and about 22 mm or less at C6 in adults |
| Cervical APOM (open mouth) | Dens, lateral masses of C1, C1 to C2 joints | Lateral masses of C1 align with the C2 articular margins; equal spaces either side of the dens |
| Cervical AP lower | Bodies C3 to T1, uncinate processes, spinous alignment, tracheal air | Spinous processes in a straight line; uncovertebral joints symmetric |
| Cervical obliques | Intervertebral foramina (on the side away from the film in AP obliques, toward the film in PA obliques) | Foramina oval and similar in size |
| Cervical flexion and extension | Stability (performed only after fracture is excluded) | Smooth "stepladder" motion; no excessive translation or ADI widening |
| Thoracic AP | Pedicles, bodies, costovertebral joints, paraspinal lines, ribs | Interpedicular distance gradually changes; left paraspinal line thin and smooth |
| Thoracic lateral | Body heights, endplates, kyphosis | Kyphosis roughly 20 to 40 degrees; slight anterior wedging of T11 to L1 can be normal |
| Lumbar AP | Pedicles, transverse processes, SI joints, psoas, alignment, kidneys | Pedicles present bilaterally at every level; interpediculate distance widens slightly from L1 to L5 |
| Lumbar lateral | Body heights, disc heights, lordosis, pars, sacral base angle, aorta | Disc heights increase from L1 to L4 to L5; L5 to S1 may be slightly narrower normally; sacral base (Ferguson) angle about 26 to 57 degrees |
| Lumbar obliques | Pars interarticularis and facets ("Scotty dog") | Intact neck of the Scotty dog (the pars) |
The lateral cervical film: lines and spaces
On the neutral lateral cervical film, trace four smooth, roughly parallel curves (Figure 2.2). The anterior vertebral line joins the anterior body margins. The posterior vertebral line (George's line) joins the posterior body margins and outlines the front of the spinal canal. The spinolaminar line joins the points where the laminae meet the spinous processes and outlines the back of the canal. The posterior spinous line joins the spinous tips. A step in any line suggests subluxation, dislocation or fracture; in children, C2 on C3 needs special interpretation (below).
The atlantodental interval (ADI) is measured from the posterior surface of the anterior arch of C1 to the anterior surface of the dens. It is 3 mm or less in adults and up to 5 mm in children; widening suggests transverse ligament insufficiency (trauma, rheumatoid arthritis, Down syndrome, inflammatory disease). The sagittal canal diameter, from the posterior body to the spinolaminar line, is normally more than about 12 to 13 mm in the lower cervical spine; values near 10 mm or less suggest stenosis, and the body to canal (Torg or Pavlov) ratio below about 0.8 suggests a developmentally narrow canal.
The prevertebral soft tissue (retropharyngeal space at C2, retrotracheal space at C6) is the soft tissue sign of the cervical spine. Widening suggests hematoma from a fracture, infection or a mass. Commonly taught adult upper limits are about 7 mm at C2 and about 22 mm at C6 (in children about 14 mm at C6). Crying in an infant and flexion of the neck can widen it spuriously.
The upper cervical spine and its normal mimics
On the open mouth view, the lateral masses of C1 should line up with the lateral margins of the C2 superior articular facets. Lateral overhang of the C1 masses suggests a Jefferson burst fracture; a combined overhang of more than about 7 mm suggests disruption of the transverse ligament (the rule of Spence). In children up to about 4 years old, the C1 ring grows faster than C2, so a pseudospread of the atlas is normal.
Several normal shadows mimic a dens fracture. The Mach band effect, a dark line created where the edge of the posterior arch of C1 or the incisors overlie the base of the dens, can look like a fracture; it extends beyond the bone margins and changes with a repeat view. Overlapping teeth, the tongue and the occiput can do the same. The subdental synchondrosis between the dens and the body of C2 fuses between about 3 and 6 years and is visible as a lucent line in young children; it is a growth center, not a fracture. The ossiculum terminale (a small ossicle at the tip of the dens that appears around age 3 and normally fuses by about 12) is a normal variant when it persists; os odontoideum, a larger ossicle separated from a short dens with a smooth corticated gap, is not a normal variant because it may be unstable and needs flexion and extension evaluation before any upper cervical manipulation.
A ponticulus posticus (posterior ponticle, arcuate foramen) is a bony bridge over the vertebral artery groove on the posterior arch of C1. It is common (seen in a sizable minority of adults) and benign, but many clinicians modify or avoid forceful rotatory upper cervical techniques in its presence because the artery runs through the ring. Mention it in a report.
Pediatric cervical variants
In children, ligamentous laxity and horizontal facets allow normal forward slip of C2 on C3 (and sometimes C3 on C4) of up to about 3 to 4 mm in flexion: pseudosubluxation. To tell it from true injury, draw the posterior cervical line (Swischuk line) from the anterior cortex of the C1 spinous process to the anterior cortex of the C3 spinous process. The anterior cortex of the C2 spinous process should lie within about 2 mm of this line; a greater deviation suggests a true injury such as a hangman fracture. Children may also show loss of lordosis, wedge shaped bodies that look like compression fractures (normal anterior wedging of young vertebrae) and unfused ring apophyses at the endplates that look like chip fractures.
Thoracic and lumbar variants that mimic disease
| Variant | Appearance | Location and view | Mimics | How to tell |
|---|---|---|---|---|
| Limbus vertebra | Small triangular bone fragment at a vertebral body corner, with a matching defect | Anterior superior corner, mid lumbar; lateral view | Fracture, infection | Corticated, smooth margins; disc material herniated through the ring apophysis before fusion; stable |
| Schmorl node | Rounded endplate depression with sclerotic rim | Thoracolumbar endplates; lateral | Lytic lesion | Contiguous with the disc; well corticated; often multiple |
| Nuclear impression (Cupid's bow) | Paired smooth concavities of the inferior endplate | L3 to L5 inferior endplates; AP view | Fracture, Schmorl node | Symmetric, smooth, posterior half of the endplate, normal variant from notochord regression |
| Hahn clefts | Thin horizontal lucent line from the posterior body midway toward the center | Thoracic and upper lumbar bodies; lateral | Fracture | Venous channel; smooth, often with sclerotic margins, at midbody height |
| Transitional lumbosacral segment | Sacralization of L5 or lumbarization of S1; enlarged transverse process articulating with the sacrum | L5 to S1; AP view | Counting error, pathology | Count from C2 or T12 rib; alters level labeling for surgery and adjusting |
| Spina bifida occulta | Incomplete fusion of the posterior arch, small midline gap | L5 and S1; AP view | Fracture, lytic lesion | Midline, smooth; usually asymptomatic; avoid direct spinous contact at the open level |
| Facet tropism | Asymmetric facet joint orientation at one level | Lower lumbar; AP and CT | Rotation, subluxation | Joint planes differ; spinous may appear rotated; adjust line of drive to the actual plane |
| Cervical rib | Extra rib from C7, or elongated C7 transverse process | C7; AP view | Fracture, mass | C7 transverse processes point down; T1 transverse processes point up; may relate to thoracic outlet symptoms |
| Physiologic thoracolumbar wedging | Mild anterior wedging of T11 to L1 bodies | Lateral | Compression fracture | Smooth cortex, no endplate break, no soft tissue change, matches neighbors |
Reasoning: Label check and adequacy: C1 to the top of T1 visible. Alignment: there is about 3 mm anterior offset of C2 on C3 on this film. Before calling a subluxation, draw the posterior cervical line from C1 to C3 spinous processes; the anterior cortex of the C2 spinous falls within 1 mm of the line. Bone: no fracture lines; the subdental synchondrosis is visible as a normal lucency at the base of the dens. Soft tissue: retropharyngeal space normal. Impression: physiologic pseudosubluxation of C2 on C3; no radiographic evidence of acute injury. Recommendation: correlate clinically; no further imaging required if the examination remains normal; urgent re-evaluation or advanced imaging if neurologic signs or midline tenderness develop. State that you would use gentle, age appropriate care and avoid forceful cervical thrust in a recently injured child.
On the spine, normal is defined by smooth contour lines, intact pedicles, preserved body and disc heights, and soft tissues within known limits (ADI 3 mm or less in adults, prevertebral soft tissue about 7 mm at C2 and 22 mm at C6). Know the variants that mimic disease (Mach band, ossiculum terminale, pseudosubluxation, limbus vertebra, Schmorl nodes, Hahn clefts, transitional segments) so you neither miss injury nor overcall normal.
Section 3Normal pelvis, hip and extremity radiographs and variants
The AP pelvis and hip: lines that should be smooth
The AP pelvis is read with the same ABCS discipline, plus a few lines that reveal subtle hip disease (Figure 2.3). Shenton's line is a smooth arc formed by the inferior border of the superior pubic ramus continuing onto the medial (inferior) border of the femoral neck. A break suggests a femoral neck fracture, hip dislocation or developmental dysplasia. Klein's line runs along the superior border of the femoral neck on the AP view and should intersect a portion of the lateral femoral epiphysis; if it does not, think slipped capital femoral epiphysis (SCFE) in an adolescent. Kohler's line (the ilioischial line) runs from the medial border of the ilium to the medial border of the ischium; if the acetabular floor or femoral head crosses medial to it, the finding is protrusio acetabuli (seen with rheumatoid arthritis, Paget disease, osteomalacia and other conditions). The teardrop marks the acetabular floor and helps judge rotation and protrusion.
| Measure | How drawn | Commonly taught normal | Abnormal suggests |
|---|---|---|---|
| Shenton's line | Inferior border of superior pubic ramus to medial femoral neck | Smooth continuous arc | Femoral neck fracture, dislocation, dysplasia |
| Klein's line | Along the superior femoral neck on the AP | Intersects the lateral epiphysis | SCFE when it misses the epiphysis |
| Kohler's line | Medial ilium to medial ischium | Acetabular floor lies lateral to it | Protrusio acetabuli |
| Femoral neck shaft angle | Axis of neck to axis of shaft | About 120 to 135 degrees in adults | Coxa vara (smaller), coxa valga (larger) |
| Center edge angle (Wiberg) | Vertical through head center to lateral acetabular edge | Over about 25 degrees (20 to 25 borderline) | Acetabular dysplasia when low |
| Hip joint space | Superior, axial and medial portions | Roughly symmetric, about 3 to 5 mm superiorly | Superolateral narrowing in osteoarthritis; uniform axial narrowing in inflammatory arthritis |
| Sacroiliac joints | Inferior synovial portion on AP | Thin, crisp subchondral cortex both sides | Blurred, eroded or sclerotic margins in sacroiliitis |
Growth plates versus fractures
Children's films are full of lucent lines that are normal. A physis (growth plate) is a lucent band with smooth, well defined, often slightly undulating and sclerotic margins, in a predictable location, symmetric with the other side. A fracture line is usually sharp, uncorticated, irregular, in an unexpected place or orientation, and associated with soft tissue swelling. When in doubt, comparison views of the opposite side resolve the question; they are a legitimate recommendation. Know the order of ossification centers at the elbow, which is commonly remembered as CRITOE: capitellum (about 1 year), radial head (about 3), internal or medial epicondyle (about 5), trochlea (about 7), olecranon (about 9) and external or lateral epicondyle (about 11). The ages vary and girls are generally earlier; the order is what matters. A trochlear center seen before a medial epicondyle center suggests the "trochlea" is actually a displaced medial epicondyle fragment trapped in the joint.
Two elbow lines catch subtle injury. The anterior humeral line, drawn along the anterior humeral cortex on a true lateral, should pass through the middle third of the capitellum; if it passes anterior to it, suspect a supracondylar fracture with posterior displacement. The radiocapitellar line, through the center of the radial neck, should pass through the capitellum on every view; if not, the radial head is dislocated. A visible posterior fat pad, or a raised anterior fat pad (the sail sign), indicates a joint effusion and, after trauma, an occult fracture.
Accessory ossicles and sesamoids
Accessory ossicles are separate bones from unfused ossification centers, and sesamoids are bones within tendons. Both are smooth, rounded, completely corticated, often bilateral, and lie in predictable places. Acute fracture fragments are sharp, uncorticated on at least one side and have a matching defect in the parent bone.
| Ossicle or variant | Location | Mimics | Distinguishing feature |
|---|---|---|---|
| Os trigonum | Posterior to the talus | Fracture of the lateral tubercle of the posterior talar process (Shepherd fracture) | Smooth, rounded; may cause posterior impingement in dancers |
| Accessory navicular (os tibiale externum) | Medial to the navicular tuberosity, in the tibialis posterior tendon | Avulsion fracture | Corticated, rounded; may be painful |
| Os peroneum | Lateral to the cuboid, in the peroneus longus tendon | Avulsion fracture | Smooth, round |
| Fifth metatarsal base apophysis | Lateral base of the fifth metatarsal in adolescents | Avulsion or Jones fracture | Apophysis runs parallel to the shaft; fractures run transverse |
| Os vesalianum | Adjacent to the fifth metatarsal base | Avulsion fracture | Rounded and corticated |
| Bipartite or multipartite patella | Superolateral pole of the patella | Patellar fracture | Smooth corticated margins, superolateral location, often bilateral |
| Dorsal defect of the patella | Superolateral patella, round lucency | Osteochondritis dissecans, lytic lesion | Well defined, sclerotic rim, asymptomatic |
| Fabella | Posterior to the lateral femoral condyle, in the lateral gastrocnemius head | Loose body | Smooth, round, constant position |
| Os acromiale | Unfused acromial apophysis | Acromial fracture | Seen best on axillary view; smooth; may relate to impingement |
| Hallux sesamoids (often bipartite) | Beneath the first metatarsal head | Sesamoid fracture | Bipartite pieces are smooth and together larger than the opposite sesamoid |
Nutrient canals, bone islands and other normal findings
Nutrient canals are thin, oblique lucent lines through the cortex of long bones carrying the nutrient artery. They are smooth, with sclerotic margins, and run obliquely. A traditional memory aid states their direction: the canals point toward the elbow and away from the knee ("to the elbow I go, from the knee I flee"). A fracture line is sharper, often crosses the whole cortex at a different angle, and has soft tissue change.
| Normal finding | Appearance and location | Mimics |
|---|---|---|
| Bone island (enostosis) | Small dense focus of compact bone in cancellous bone, with radiating spicules (brush border) blending into trabeculae; pelvis and femur common | Osteoblastic metastasis (which is usually multiple, with ill defined margins, and often larger) |
| Pseudocyst of the humerus | Apparent lucency in the greater tuberosity due to sparse trabeculae | Lytic lesion, chondroblastoma |
| Ward triangle | Lucent triangle in the femoral neck between trabecular groups | Lytic lesion, osteoporosis |
| Herniation pit (synovial herniation pit) | Small round lucency with sclerotic rim in the anterosuperior femoral neck | Osteoid osteoma, lytic lesion |
| Growth arrest (Harris) lines | Thin transverse sclerotic lines in the metaphysis parallel to the physis | Lead lines, healing fracture |
| Physiologic periosteal new bone in infants | Thin symmetric periosteal layer along long bone shafts in infants of about 1 to 6 months | Infection, trauma, aggressive periosteal reaction |
| Supracondylar process of the humerus | Small bony spur on the anteromedial distal humerus pointing toward the elbow | Osteochondroma (which points away from the joint) |
Reasoning: Knee pain in an adolescent can be referred hip pain, so the pelvis film is the right test. Label check and global look. Alignment: on the left, Klein's line drawn along the superior femoral neck does not intersect the femoral epiphysis, while on the right it does; the left physis is widened and indistinct. Bone and cartilage otherwise normal; Shenton's lines intact. Impression: slipped capital femoral epiphysis, left. Recommendation: urgent orthopedic referral the same day, non weight bearing with crutches until seen, and a frog leg lateral view if obtainable (it may show a subtle slip more clearly). Do not perform hip or lumbopelvic manipulation, and explain why to the patient and parent. Critical actions: examine the hip film carefully in a child with knee pain, compare both sides, refer urgently.
Trace Shenton's, Klein's and Kohler's lines on every AP hip and pelvis. In children, separate growth plates from fractures by location, smooth margins and symmetry, and use comparison views when unsure. Accessory ossicles, sesamoids, nutrient canals and bone islands are smooth, corticated and in typical places; fractures and aggressive lesions are not.
Section 4Normal chest and abdominal film anatomy for the chiropractor
Why a chiropractor reads chest and abdomen
Chiropractors order and read spinal films that always include part of the chest or abdomen, and they see patients whose back or shoulder pain comes from the viscera. A thoracic spine film is also a chest film; a lumbar film is also an abdominal film. You are responsible for recognizing a lung mass at the apex of a cervical film, an aneurysm in front of the lumbar spine or a large kidney stone on an AP lumbar view, and for referring appropriately. You need a working knowledge of normal anatomy so that abnormal stands out.
Is the chest film adequate?
Before reading anatomy, judge quality, because poor technique creates false disease. The checks can be remembered as rotation, inspiration and penetration.
| Quality check | Adequate | If inadequate, it can mimic |
|---|---|---|
| Projection | PA erect (standard); AP films magnify the heart | Cardiomegaly on an AP film |
| Rotation | Medial ends of the clavicles equidistant from the spinous processes | Mediastinal shift, unequal lung density, hilar asymmetry |
| Inspiration | About 9 to 10 posterior ribs (or about 6 anterior ribs) above the right hemidiaphragm at the midclavicular line | Poor inspiration crowds the bases, widens the heart and mediastinum, mimics basal disease |
| Penetration | Thoracic vertebrae faintly visible through the heart | Underpenetration hides retrocardiac disease; overpenetration hides lung markings and mimics emphysema |
| Coverage | Apices, costophrenic angles and lateral chest walls all included | Missed apical mass or effusion |
Normal PA chest anatomy
Read the chest with the same ABCS idea adapted to the region, or use any fixed pattern that covers the airway, bones, cardiac silhouette, diaphragm, lung fields, hila and soft tissues (Figure 2.4). The trachea is midline (a slight rightward displacement at the aortic knob is normal). The right heart border is the right atrium, with the superior vena cava above it. The left heart border, from top to bottom, is formed by the aortic knob (arch), the main pulmonary artery, the left atrial appendage (normally flat or slightly concave) and the left ventricle. The cardiothoracic ratio (widest cardiac diameter divided by the widest internal thoracic diameter) is normally less than 0.5 on a PA film. The mediastinum on a PA film is normally less than about 8 cm wide at the level of the aortic knob.
The hila contain the pulmonary arteries and bronchi; the left hilum normally sits slightly higher than the right because the left pulmonary artery arches over the left main bronchus. The lung markings are vessels; they taper toward the periphery and are larger at the bases on an erect film because of gravity. The right hemidiaphragm is normally about 1.5 to 2 cm higher than the left because the liver lies beneath it, and the gastric air bubble lies under the left. Both costophrenic angles are sharp. Look for the horizontal fissure on the right (from the hilum laterally to about the fourth rib). Check the breast shadows, axillae and chest wall soft tissue.
On the lateral film, the retrosternal clear space sits behind the sternum and in front of the heart, and the vertebral bodies should become more lucent (darker) from top to bottom because less soft tissue overlies the lower thorax. If the lower thoracic vertebrae look whiter than the upper ones (the spine sign), suspect a lower lobe density.
The silhouette sign
Borders are seen only where tissues of different density meet. When lung next to a structure fills with fluid or tissue, the border disappears: the silhouette sign. Loss of the right heart border places the disease in the right middle lobe; loss of the left heart border places it in the lingula; loss of a hemidiaphragm places it in the lower lobe; loss of the aortic knob suggests the left upper lobe. This is how a chiropractor localizes a density on a single film and words a referral.
Normal abdominal film anatomy
The AP lumbar or KUB (kidneys, ureters, bladder) film shows the liver shadow in the right upper quadrant, the splenic tip on the left, the psoas margins as oblique lines diverging from the spine to the pelvis, and the kidneys, which lie at roughly T12 to L3, are about three to four vertebral body heights long, lie along the psoas, and usually sit with the left slightly higher than the right. The bowel gas pattern is normally a gastric bubble, gas scattered through the colon, and small amounts in nondilated small bowel. A common rule of thumb for upper limits of diameter is 3, 6 and 9 cm for the small bowel, colon and cecum. Small bowel has valvulae conniventes crossing the full width of the lumen; the colon has haustra that cross only part of it.
| Calcification | Appearance | Normal or abnormal | How to tell |
|---|---|---|---|
| Phleboliths | Small round calcifications with a lucent center, in the lateral pelvis below the ischial spines | Normal (calcified pelvic vein thrombi), very common in adults | Round, lucent center, low in the pelvis; ureteral stones are often more angular, lie along the ureter path and lack a lucent center |
| Costal cartilage calcification | Calcification of the anterior rib cartilages | Normal with age | Follows the cartilage; patterns often differ between sexes (more central in women, marginal in men) |
| Calcified mesenteric lymph nodes | Mottled, mulberry like densities in the mid abdomen | Usually old healed infection, benign | Irregular, may shift position between films |
| Arterial wall calcification | Linear or curvilinear lines along the aorta and iliac arteries | Common with age, a marker of atherosclerosis | Measure: aortic walls 3 cm or more apart suggest aneurysm |
| Calcified granulomas | Small dense nodules in the lung, spleen or liver | Healed infection, benign | Small, dense, well defined, stable |
| Renal stones | Dense focus over the kidney shadow, may form a staghorn | Abnormal | Most renal stones are radiopaque; follows the kidney on oblique views |
| Gallstones | Laminated or faceted densities in the right upper quadrant | Abnormal | Only a minority are radiopaque; ultrasound is the test of choice |
| Uterine fibroid calcification | Popcorn like calcified mass in the pelvis | Benign but abnormal | Coarse, central pelvis, in women |
Reasoning: Label check and global look. Search the spine first: alignment normal, mild degenerative uncovertebral changes at C5 to C6. Do not stop. Visit the review areas: the right lung apex shows a homogeneous soft tissue density with destruction of the posterior right second rib; the left apex is clear. Combine with the history: shoulder and arm pain, ptosis (part of Horner syndrome from sympathetic chain involvement) and a smoking history point to a superior sulcus (Pancoast) tumor. Impression: right apical mass with rib destruction, suspicious for superior sulcus tumor. Recommendation: urgent medical referral with chest CT; no manipulation of the cervicothoracic region or ribs. Explain the concern to the patient honestly and kindly, and document. Critical actions: search the apex on a spine film, link ptosis to the finding, refer urgently.
Every spine film is also a chest or abdominal film. Check chest quality (projection, rotation, inspiration, penetration), know the heart borders, hila and diaphragm positions, use the silhouette sign to localize disease, and know which abdominal calcifications are normal (phleboliths, costal cartilage, healed granulomas) and which demand referral (aneurysm, stones, masses).
Section 5Describing and reporting under time
Describe before you diagnose
When you see something abnormal, resist naming it at once. A description built from standard features does three things: it shows the examiner a systematic mind, it narrows the differential logically, and it protects you when the diagnosis is uncertain, because a correct description with a safe recommendation earns credit even if the final label is not the one on the answer key. The description has a fixed order: location, morphology (size, shape, number, density), margins and zone of transition, matrix, periosteal reaction, cortex and soft tissue. Then comes the patient's age, which with location narrows most bone lesion differentials more than any other features.
Location
Name the bone, the side, the part of the bone and the position within it. In long bones the parts are the epiphysis (or apophysis), the metaphysis and the diaphysis; within the cross section a lesion is central (medullary), eccentric, cortical or juxtacortical (surface). In the spine, name the level and whether the lesion involves the body, the pedicle, the posterior elements or the disc. Location is powerful: epiphyseal lesions in a skeletally immature patient suggest chondroblastoma or infection; lesions of the posterior elements in young patients suggest osteoid osteoma, osteoblastoma or aneurysmal bone cyst; body and pedicle destruction in an older adult suggests metastasis.
| Feature | Nonaggressive (slow) | Aggressive (fast) |
|---|---|---|
| Margin and pattern of destruction | Geographic with sclerotic rim (Lodwick IA) or well defined without rim (IB) | Geographic with ill defined edge (IC), moth eaten (II) or permeative (III) |
| Zone of transition | Narrow: you could draw the edge with a fine pen | Wide: normal bone fades gradually into abnormal |
| Periosteal reaction | None, or solid, thick, uninterrupted (a single smooth layer) | Interrupted: lamellated (onion skin), spiculated (sunburst or hair on end), Codman triangle |
| Cortex | Intact, perhaps thinned or expanded smoothly | Destroyed or broken through |
| Soft tissue | No mass | Soft tissue mass |
| Size and growth | Small, stable on prior films | Large, enlarging over weeks |
Margins, zone of transition and the pattern of bone destruction
The zone of transition, the border between lesion and normal bone, is the single best indicator of biological activity. A narrow zone (sharp, geographic edge), especially with a sclerotic rim, means the bone has had time to wall off a slow lesion. A wide zone means the lesion is permeating faster than bone can respond. Moth eaten destruction is multiple small holes that coalesce; permeative destruction is innumerable tiny holes, often best seen in the cortex, typical of round cell tumors (Ewing sarcoma, lymphoma, myeloma) and of osteomyelitis. Remember that infection can look as aggressive as a malignancy.
Matrix
Matrix is the mineralized material a lesion produces. Osteoid matrix is cloud like, fluffy or ivory dense (osteosarcoma, osteoblastoma, bone island). Chondroid matrix forms rings and arcs or popcorn calcification (enchondroma, chondrosarcoma). Fibrous matrix gives a hazy ground glass appearance (fibrous dysplasia). A purely lytic lesion has no visible matrix. Naming the matrix narrows the differential to bone forming, cartilage forming or fibrous lesions.
Periosteal reaction
The periosteum responds to an underlying process by laying down new bone. A solid, thick, smooth reaction means slow, benign or chronic processes (healing fracture, osteoid osteoma, chronic infection, hypertrophic osteoarthropathy). Lamellated (onion skin) reaction means repeated episodes of periosteal lifting, classically Ewing sarcoma but also infection. Spiculated reaction, in sunburst or hair on end patterns, means a very rapid process, classically osteosarcoma. A Codman triangle is a cuff of periosteal new bone lifted at the edge of a rapidly growing lesion and broken through; it signals aggressiveness, usually malignancy, though infection and hemorrhage can produce it.
The one line impression
The impression distills everything into one sentence: the most likely diagnosis (or the leading differential), its location, and any qualifier that matters for care. Good impressions are short and specific: "Grade 1 isthmic spondylolisthesis of L5 on S1." "Aggressive lytic lesion of the L2 body and left pedicle in a 70 year old, suspicious for metastasis." "Normal lateral cervical spine for age." If you are unsure, give the leading diagnosis and one or two alternatives: "Lytic lesion of the T10 body, metastasis versus myeloma." Avoid hedging long lists; on a timed exam, three plausible items is enough.
The recommendation
The recommendation is where many points are won or lost, because it is the safety step. It answers three questions: does this need more imaging or tests, does it need referral and how urgently, and is manipulation of this region safe?
| Category | Examples | Typical recommendation |
|---|---|---|
| Normal or normal variant | Ponticulus posticus, bone island, accessory ossicle, transitional segment | No further imaging; note the variant; modify technique where relevant |
| Benign, stable finding | Degenerative disc disease, Schmorl nodes, healed fracture, nonossifying fibroma | Clinical correlation; care may proceed within the usual precautions |
| Needs more information | Possible fracture on one view, indeterminate lesion, suspected pars defect | Additional views (obliques, spot views, comparison views), CT, MRI or bone scan; withhold manipulation of the region until resolved |
| Urgent referral | Suspected malignancy, infection, unstable fracture, SCFE, aneurysm without symptoms | Same day or prompt referral with advanced imaging and laboratory tests (CBC, ESR, CRP, and as indicated serum protein electrophoresis, alkaline phosphatase, PSA); no manipulation of the region |
| Emergency | Unstable cervical injury, symptomatic aneurysm, pneumothorax under tension, free air | Immobilize as needed, call emergency services, stay with the patient |
Putting it together in under a minute
A complete, timed oral report follows a template you can say almost without thinking: label, search summary, finding described by location and features, impression, recommendation. Practice the template on normal films so the structure is automatic, then the abnormal content drops into place. In a written answer, use the same order in short sentences.
| Step | What you do | What you say aloud |
|---|---|---|
| Label | Patient, age, view, quality | "AP and lateral lumbar films of a 15 year old female gymnast; adequate." |
| Search | ABCS and review areas | "Alignment, bone density, disc spaces and soft tissues reviewed." |
| Finding | Location and features | "There is a 4 mm anterior slip of L5 on S1 with a lucent defect at the L5 pars interarticularis." |
| Impression | One line | "Impression: grade 1 isthmic spondylolisthesis of L5 on S1." |
| Recommendation | Imaging, referral, safety | "Correlate clinically; flexion and extension views if instability is suspected; avoid high velocity extension forces at L5 to S1; refer if progressive or neurologic signs." |
Reasoning: Label: 16 year old, lateral knee, adequate. Search and describe: an ill defined lesion of the distal femoral metaphysis with mixed lytic and sclerotic areas, a wide zone of transition, cloud like osteoid matrix extending into a soft tissue mass, spiculated (sunburst) periosteal reaction and a Codman triangle at the proximal edge. Age plus location (adolescent, metaphysis about the knee) plus osteoid matrix plus aggressive periosteal reaction gives the impression: aggressive bone forming lesion of the distal femoral metaphysis, highly suspicious for osteosarcoma. Recommendation: urgent referral to an orthopedic oncology service, MRI of the whole femur and chest CT for staging per the specialist; no manipulation or soft tissue work of the region; protect from weight bearing stress if pain on loading (pathologic fracture risk). Communicate with the patient and parent clearly and kindly. Critical actions: describe aggressive features, refer urgently, avoid treating the region.
Describe first, then diagnose: location, morphology, margins and zone of transition, matrix, periosteal reaction, cortex and soft tissue, plus the patient's age. Wrap it in one line (diagnosis, location, key qualifier) and finish with a safe recommendation that addresses further imaging, referral urgency and whether the region may be manipulated.
The chapter in one breath
- Every film gets the same routine: label check, global look, then ABCS (alignment, bone, cartilage, soft tissue) and the review areas and edges.
- Satisfaction of search is defeated by finishing the pattern after the first finding and asking what that finding is associated with.
- On the lateral cervical film trace the anterior vertebral, posterior vertebral (George's), spinolaminar and posterior spinous lines; ADI is 3 mm or less in adults and up to 5 mm in children.
- Adult prevertebral soft tissue is about 7 mm or less at C2 and 22 mm or less at C6; widening suggests hematoma, infection or mass.
- Normal mimics: Mach band at the dens, subdental synchondrosis, ossiculum terminale, pseudosubluxation of C2 on C3 (check the posterior cervical line), limbus vertebra, Schmorl nodes, Hahn clefts, transitional segments.
- On the AP hip, Shenton's line is a smooth arc, Klein's line cuts the epiphysis and the acetabulum stays lateral to Kohler's line.
- Accessory ossicles and sesamoids are smooth, corticated and in classic places; fractures are sharp with a donor defect. Use comparison views for growth plates.
- Elbow ossification order is CRITOE; the anterior humeral line crosses the middle third of the capitellum and the radiocapitellar line hits the capitellum on every view.
- Chest quality: PA erect, no rotation, 9 to 10 posterior ribs of inspiration, vertebrae visible through the heart; cardiothoracic ratio under 0.5 on PA.
- The silhouette sign localizes lung disease; phleboliths and costal cartilage calcification are normal; aortic walls 3 cm or more apart suggest aneurysm.
- Describe lesions by location, zone of transition, matrix and periosteal reaction; wide zones and interrupted periosteal reactions mean aggression.
- End every film with a one line impression and a recommendation covering imaging, referral urgency and whether the region can be manipulated.
Words worth knowing
| Term | What it means |
|---|---|
| ABCS | Alignment, bone, cartilage (joint spaces) and soft tissue: a systematic order for searching a radiograph. |
| Review areas | Parts of a film where findings commonly hide, such as edges, lung apices, behind the heart and the soft tissues in front of the spine. |
| Satisfaction of search | Stopping the search after one abnormality is found and missing additional findings. |
| Atlantodental interval (ADI) | The gap between the anterior arch of C1 and the dens on a lateral film; 3 mm or less in adults. |
| George's line | The posterior vertebral body line on a lateral spine film; a step suggests subluxation or fracture. |
| Spinolaminar line | A line joining the junctions of the laminae and spinous processes, forming the posterior border of the canal. |
| Prevertebral soft tissue | The soft tissue between the airway and the cervical bodies; widening suggests hematoma, infection or a mass. |
| Mach band | A perceptual dark line at the edge of overlapping structures that can mimic a fracture, classically at the base of the dens. |
| Ossiculum terminale | A small separate ossicle at the tip of the dens from an unfused secondary ossification center; usually a benign variant. |
| Os odontoideum | A separate rounded ossicle above a short dens with a corticated gap; can be unstable and needs stability evaluation. |
| Ponticulus posticus | A bony bridge over the vertebral artery groove on the posterior arch of C1. |
| Pseudosubluxation | Normal forward slip of C2 on C3 in children due to ligament laxity; checked with the posterior cervical line. |
| Limbus vertebra | A corticated fragment at a vertebral body corner caused by disc herniation through the ring apophysis before fusion. |
| Schmorl node | Herniation of disc material into the vertebral endplate, seen as a rounded, corticated depression. |
| Hahn cleft | A horizontal lucent venous channel in the posterior half of a vertebral body. |
| Transitional segment | A lumbosacral vertebra with features of both lumbar and sacral segments (sacralization or lumbarization). |
| Shenton's line | A smooth arc from the inferior superior pubic ramus to the medial femoral neck; a break suggests fracture or dislocation. |
| Klein's line | A line along the superior femoral neck that should intersect the epiphysis; failure suggests SCFE. |
| Kohler's line | The ilioischial line; an acetabular floor medial to it indicates protrusio acetabuli. |
| Accessory ossicle | A separate small bone from an unfused ossification center, smooth and fully corticated. |
| Nutrient canal | A thin oblique cortical lucency carrying the nutrient artery, which can mimic a fracture. |
| Bone island (enostosis) | A benign focus of compact bone in cancellous bone with a spiculated brush border. |
| CRITOE | The order of elbow ossification centers: capitellum, radial head, internal epicondyle, trochlea, olecranon, external epicondyle. |
| Cardiothoracic ratio | Widest heart diameter divided by widest internal chest diameter on a PA film; normally under 0.5. |
| Silhouette sign | Loss of a normal border where adjacent lung becomes dense, used to localize disease to a lobe. |
| Phlebolith | A calcified venous thrombus in the pelvis, round with a lucent center, a normal finding. |
| Zone of transition | The border between a lesion and normal bone; narrow suggests slow growth, wide suggests aggression. |
| Matrix | Mineralized material produced by a lesion: osteoid (cloud like), chondroid (rings and arcs) or fibrous (ground glass). |
| Periosteal reaction | New bone laid down by the periosteum; solid suggests a slow process, interrupted patterns suggest an aggressive one. |
| Codman triangle | A triangle of elevated periosteal new bone at the edge of an aggressive lesion. |
| Impression | A one line conclusion naming the most likely diagnosis and its location. |
Check yourself
High Yield Films I: Trauma
Trauma films are where an imaging station tests judgment as much as recognition. The candidate who names the fracture but then says "I would adjust above and below it" has failed the station, while the candidate who calmly states the finding, its location and view, a one line impression, and "no manipulation of this region, immobilize and refer" has earned nearly every point. This chapter covers the trauma films that recur on practical exams and in practice, and shows how to turn each one into a spoken answer that is fast, accurate and safe.
By the end of this chapter you can
- Recognize the high yield cervical injuries on film, including the Jefferson, odontoid, hangman, teardrop and clay shoveler fractures and facet dislocation, and state which are unstable.
- Use the four lateral cervical lines, the atlantodental interval and prevertebral soft tissue widths to find injuries that are subtle on a single view.
- Read flexion and extension films for ligamentous instability and know when those films must not be taken.
- Apply the three column concept to separate compression, burst and Chance fractures, and separate an osteoporotic from a pathologic compression fracture.
- Identify a pars defect on the oblique view (the collar on the Scotty dog), grade a slip with the Meyerding method and distinguish isthmic from degenerative spondylolisthesis.
- Recognize hip, wrist, hand, elbow, shoulder, knee, ankle and foot fractures and dislocations, including scaphoid, Colles, Smith, boxer, Jones, Lisfranc and the Salter Harris injuries of children.
- Give a complete spoken film report (finding, location, view, impression, recommendation) inside the time limit.
- Decide when a film must not be adjusted through, when to immobilize, when to refer urgently and when to order follow up imaging.
Section 1Cervical trauma films
How a trauma film station usually runs
An imaging task usually gives a door card with a brief history and one or more films, and asks what you see and what you would do. Examiners typically score the key finding, its location and best view, the impression and a safe recommendation; missing an unstable fracture, or recommending manipulation through one, can outweigh everything else. Formats and timing change, so check the current official candidate materials.
Use a fixed spoken template for every film: the view, adequacy, the key finding with level and side, secondary findings, a one line impression and the recommendation. Ending on the recommendation every time guarantees you never forget the step that carries the most weight.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Orient | Read the door card; identify the view and side marker | "This is a neutral lateral cervical film of a 34 year old after a rear end collision." |
| 2. Adequacy | Confirm C1 through the C7 to T1 disc space is visible on the lateral | "All seven cervical vertebrae and the top of T1 are visible, so the film is adequate." |
| 3. Alignment | Trace the four lateral lines and the ADI | "The anterior, posterior, spinolaminar and spinous lines are smooth; ADI is under 3 mm." |
| 4. Bones | Each body, pillar, lamina and spinous process; dens and C1 rings | "There is a lucent line through the base of the dens." |
| 5. Soft tissue | Prevertebral width at C2 and C6 | "Prevertebral soft tissue is widened at C2." |
| 6. Impression | One line diagnosis | "Impression: type II odontoid fracture, unstable." |
| 7. Recommendation | Safety first | "No manipulation. Immobilize in a rigid collar and send to the emergency department for CT and surgical consult." |
The adequate lateral cervical film and the four lines
The neutral lateral is adequate only when the top of T1 is visible; missed lower cervical injuries hide at C6 to T1 behind the shoulders. The plain film fix is a swimmer's view, but a patient with real trauma risk needs CT. Trace four smooth curves: the anterior vertebral line, the posterior vertebral line (George's line, the front wall of the canal), the spinolaminar line (the back wall of the canal; in children the posterior cervical line of Swischuk separates C2 to C3 pseudosubluxation from a hangman fracture) and the spinous process line. A step or abrupt angle localizes the injured segment; fanning of spinous processes, a widened facet or focal kyphosis point to ligament disruption even without a fracture line.
Soft tissue signs
Blood and edema widen the prevertebral soft tissue. Commonly taught adult limits are about 7 mm at C2 and 22 mm at C6 ("7 at 2, 22 at 6"; about 14 mm at C6 in children). It is a supporting sign, not a rule out: many fractures do not widen it, and crying or flexion can. Displacement of the prevertebral fat stripe is a related clue.
Upper cervical injuries: C1 and C2
The atlas is a ring with two thick lateral masses. The axis carries the dens, which is held against the anterior arch of C1 by the transverse ligament. The atlantodental interval (ADI), measured on the lateral from the posterior surface of the anterior arch of C1 to the anterior surface of the dens, is normally 3 mm or less in adults and 5 mm or less in children. A larger ADI means transverse ligament failure, whether from trauma, rheumatoid arthritis, Down syndrome or infection in the pharynx (Grisel syndrome).
| Injury | Mechanism | Key finding and best view | Stability and action |
|---|---|---|---|
| Jefferson fracture (C1 burst) | Axial load on the vertex (diving, head into roof) | Open mouth: bilateral lateral mass overhang beyond C2; CT shows two or more ring breaks | Combined overhang over about 7 mm suggests transverse ligament rupture and instability; immobilize, ED |
| Odontoid fracture | Flexion or extension with force on the head; falls in the elderly | Open mouth and lateral: lucency through tip (type I), base (type II) or into body (type III); tilt of the dens | Type II most common and most likely to fail to unite; types II and III unstable; immobilize, ED |
| Hangman fracture (traumatic spondylolisthesis of C2) | Hyperextension with distraction (chin into dashboard), hanging | Lateral: bilateral fracture through the pars (pedicles) of C2, C2 body anterior on C3 | Unstable; canal widens so neurologic deficit may be absent; ED |
| Atlantoaxial instability | Transverse ligament tear (or RA, Down syndrome) | Lateral (and flexion only under supervision): ADI over 3 mm adult, over 5 mm child | Unstable; no upper cervical manipulation; refer |
| Atlanto occipital dislocation | High energy distraction | Lateral: abnormal basion to dens distance; often fatal | Emergency |
Odontoid fractures (Anderson and D'Alonzo): type I avulses the tip and is rare; type II crosses the poorly perfused base and is the most common and most likely to fail to unite; type III enters the C2 body and heals better. Separate a true fracture from a Mach band (a lucency from overlapping arch or teeth that runs beyond the dens margins) and, in young children, the dentocentral synchondrosis. An os odontoideum (smooth corticated ossicle, hypertrophied anterior arch of C1) is unstable and earns the same answer: no upper cervical manipulation and referral. Lateral mass offset can come from head rotation, and children up to about 4 years show a pseudo Jefferson offset; bilateral overhang in an adult after axial load is a fracture until CT says otherwise.
Lower cervical injuries: C3 to C7
Below C2, injuries are best understood by mechanism. Flexion compresses the front and distracts the back; extension does the reverse; rotation added to flexion produces unilateral facet injury.
| Injury | Mechanism | Film hallmark (lateral unless stated) | Stability |
|---|---|---|---|
| Simple wedge compression fracture | Flexion | Loss of anterior body height, posterior wall intact | Usually stable if posterior ligaments intact |
| Flexion teardrop fracture | Severe flexion with axial load (diving) | Triangular anteroinferior body fragment, rest of body displaced backward into canal, kyphosis, facet widening; often C5 | Very unstable; anterior cord syndrome |
| Extension teardrop fracture | Hyperextension; ALL avulses corner | Small triangular fragment from the anteroinferior corner, usually C2, with height equal to or greater than width | Stable in flexion, unstable in extension; elderly with spondylosis at risk of central cord syndrome |
| Clay shoveler fracture | Forceful flexion or direct pull of trapezius and rhomboids | Oblique avulsion of a spinous process, C7 most often (C6, T1); on the AP a double spinous process (ghost) sign | Stable |
| Unilateral facet dislocation | Flexion with rotation | Anterolisthesis about 25% of body width; bow tie sign (both facets of one level visible side by side); rotation of spinous processes on the AP | Usually stable but needs reduction; radiculopathy common |
| Bilateral facet dislocation | Severe flexion | Anterolisthesis 50% or more; inferior facets perched or locked in front of superior facets | Unstable; high rate of cord injury |
| Hyperflexion sprain | Flexion, whiplash | Focal kyphosis, fanning of spinous processes, widened facet, may look nearly normal in neutral | Potentially unstable; may only show on delayed flexion film |
The two teardrops share a name and nothing else. In the flexion teardrop the small fragment signals a three column injury, with the body driven back into the canal and often an anterior cord syndrome. In the extension teardrop the anterior longitudinal ligament pulls off a corner and the posterior structures are intact. In a unilateral facet dislocation the facets superimpose above the level and sit side by side (bow tie) at and below it; a slip of half the body width or more means bilateral dislocation with torn disc and posterior ligaments.
Reasoning: Say the view and confirm the film reaches the top of T1. Trace the lines: the posterior vertebral line steps forward at C5 on C6 by about one quarter of the body width. Above C5 the facets superimpose; at C5 and below two facets sit side by side. Say aloud: "Anterolisthesis of C5 on C6 of about 25% with a bow tie configuration of the facets, consistent with a unilateral facet dislocation at C5 to C6, likely on the right given the radicular symptoms." Impression: unilateral facet dislocation C5 to C6. Recommendation: "No manipulation of the cervical spine. Place in a rigid collar, keep the patient still, and transport for CT and spine surgery evaluation; perform and record a neurologic exam." Critical actions not to miss: recognizing the step, refusing to adjust, immobilizing, and urgent referral.
Flexion and extension films and instability
Spasm can hide ligament injury on neutral films. Flexion and extension laterals reveal abnormal motion; widely cited lower cervical limits are more than about 3.5 mm of translation or more than about 11 degrees of angulation relative to adjacent levels, and an ADI that widens in flexion means transverse ligament insufficiency. Do not take them with a known or suspected fracture, dislocation or neurologic deficit, or in an obtunded or intoxicated patient. Early films are often falsely normal, so they are commonly repeated after 7 to 14 days, with the patient moving actively within comfort.
Read the lateral cervical film with a fixed sequence: adequacy to T1, the four lines, ADI, every body and posterior element, then prevertebral soft tissue at C2 and C6. Name the unstable injuries without hesitation (Jefferson with overhang, odontoid types II and III, hangman, flexion teardrop, bilateral facet dislocation, transverse ligament failure), and for every one of them the spoken recommendation is the same: no manipulation, immobilize, emergency referral for CT.
Section 2Thoracolumbar trauma films
The three column concept
The Denis three column model remains the simplest way to reason about thoracolumbar stability on a plain film. The anterior column is the anterior longitudinal ligament, the anterior two thirds of the vertebral body and the anterior annulus. The middle column is the posterior third of the body, the posterior annulus and the posterior longitudinal ligament. The posterior column is the pedicles, facets, laminae, spinous processes and the posterior ligament complex (supraspinous, interspinous and ligamentum flavum, plus the facet capsules). Injury to one column is usually stable; injury to two or more columns, and especially any injury involving the middle column, is potentially unstable. The more columns broken, the less stable the spine.
About half of thoracolumbar fractures occur at the thoracolumbar junction (T11 to L2), where the stiff, rib supported thoracic spine meets the mobile lumbar spine. High energy fractures here travel with other injuries: a burst fracture from a fall onto the feet often accompanies calcaneal fractures, and a Chance fracture from a lap belt often accompanies abdominal visceral injury.
Compression, burst and Chance fractures
| Fracture | Mechanism | Lateral film | AP film | Columns and stability |
|---|---|---|---|---|
| Wedge compression | Flexion with axial load; minor falls in osteoporosis | Anterior height loss, posterior body height preserved, step defect or buckled anterior cortex, white zone of impaction | Little change; may see paraspinal widening in the thoracic spine | Anterior only; stable unless height loss is severe (often quoted over 50%) or kyphosis is marked |
| Burst | Axial load (fall from height, landing on feet or buttocks) | Loss of anterior and posterior body height, posterior cortex convex or broken, fragment retropulsed into the canal | Widened interpediculate distance; vertical fracture through lamina | Anterior and middle (often posterior); unstable; CT required |
| Chance (flexion distraction) | Flexion over a lap belt | Horizontal fracture through body, pedicles and spinous process; posterior elements distracted, focal kyphosis | Horizontal split through pedicles and spinous process; "empty" vertebra appearance from distraction | All three; unstable; look for bowel and mesenteric injury |
| Transverse process fracture | Direct blow or avulsion by psoas and quadratus lumborum | Not seen | Lucency through one or more lumbar TPs | Mechanically stable; look for renal injury (hematuria) |
On the lateral, judge a compression fracture by comparing anterior, middle and posterior heights. A commonly used semiquantitative grading (after Genant) calls height loss of about 20 to 25% mild, 25 to 40% moderate and more than 40% severe. Signs that a fracture is acute include a step defect or buckle in the anterior cortex, a band of increased density under the endplate (the zone of impaction, where trabeculae have been crushed together), endplate disruption and paraspinal soft tissue swelling. An old healed fracture has smooth margins and no impaction zone. When age cannot be settled on the plain film, MRI (fluid sensitive sequences show marrow edema in an acute fracture) or a bone scan answers the question.
The deciding structure is the posterior body wall: straight and intact suggests a wedge fracture; bowed, broken, with a fragment behind the posterior vertebral line or with widened pedicles on the AP means a burst fracture and CT.
Osteoporotic versus pathologic compression fracture
In older adults, the commonest compression fracture is osteoporotic (insufficiency fracture of weakened bone under normal load), but a fracture through bone already destroyed by metastasis or myeloma (pathologic fracture) looks similar at first glance and carries a very different plan. The distinction relies on the pattern of the vertebra and its neighbors.
| Feature | Favors osteoporotic | Favors pathologic (malignant) |
|---|---|---|
| Bone density | Generalized osteopenia, thin cortices, accentuated vertical trabeculae | Focal lysis, destroyed cortex, density that differs from adjacent levels |
| Posterior body wall | Straight or with a sharp angular retropulsed fragment | Convex, rounded posterior bulge |
| Pedicles and posterior elements | Intact | Destroyed pedicle (missing pedicle on the AP), involvement of posterior elements |
| Level | Mid thoracic to upper lumbar; multiple levels of different ages common | Any level; a solitary fracture above about T7 is suspicious |
| Special signs | Intravertebral vacuum cleft (gas in the body, linked with Kummell disease, nearly always benign) | Fracture without adequate trauma plus constant night pain, weight loss or a cancer history |
| MRI | Band like edema with preserved normal marrow elsewhere in the body | Diffuse marrow replacement, enhancing mass |
Suspected pathologic fracture: MRI, labs (CBC, ESR or CRP, calcium, alkaline phosphatase, protein electrophoresis) and referral. Osteoporotic fracture: no thrust at or near it, low force care, DXA and bone health referral.
Reasoning: State the view, then describe: "Generalized osteopenia with thin cortices. Anterior wedging of T8 with roughly 30% anterior height loss; the posterior body wall is straight and the pedicles are intact on the AP. A band of increased density under the superior endplate suggests the fracture is recent." Impression: "Acute osteoporotic wedge compression fracture of T8, moderate." Recommendation: "No high velocity manipulation at or near T8; low force care and bracing as comfort allows; order DXA and refer to her physician about bone health, given long term steroid use. If pain is constant and unrelenting at night, or if new neurologic signs appear, obtain MRI to exclude a pathologic fracture." Critical actions: notice the steroid risk factor, refuse thrust at the fracture, and give the follow up plan.
Thoracic and lumbar trauma mimics
Mimics: Schmorl nodes (rounded corticated endplate defects), the limbus bone (a smooth corticated anterosuperior corner fragment from disc herniation under the ring apophysis), Scheuermann disease (three or more adjacent wedged thoracic bodies with irregular endplates) and mild physiologic wedging at T12 and L1.
In thoracolumbar trauma, count the columns. A wedge fracture with an intact posterior wall is anterior column only; a convex or broken posterior wall, retropulsed bone or widened pedicles means a burst fracture; a horizontal line through the posterior elements means a Chance fracture. Separate osteoporotic from pathologic fractures by the pedicles, the posterior wall, the level and the history, and never thrust through any of them.
Section 3Pars defects and spondylolisthesis
Spondylolysis and the Scotty dog
Spondylolysis is a defect in the pars interarticularis, the narrow bridge of bone between the superior and inferior articular processes. Most defects are fatigue (stress) fractures that develop in childhood or adolescence from repeated extension and rotation, which is why they are common in gymnasts, divers, football linemen, dancers and fast bowlers. About 85 to 90% occur at L5, most of the rest at L4, and roughly three quarters are bilateral. When the defects are bilateral, the vertebral body, pedicles and superior facets can slide forward while the lamina, inferior facets and spinous process stay behind: that forward slip is isthmic spondylolisthesis.
The classic plain film sign is on the oblique lumbar view, where the posterior elements form the outline of a Scotty dog. The nose is the transverse process, the eye the pedicle, the ear the superior articular process, the neck the pars interarticularis, the body the lamina and the front leg the inferior articular process. A pars defect appears as a lucent band across the neck, the collar on the dog. On the lateral view a defect is sometimes visible as a lucent oblique line behind the pedicle, and the slip itself is measured on the lateral. Many defects are invisible on plain films; CT shows the gap, and MRI or SPECT shows an early stress reaction.
Grading the slip
The Meyerding method divides the superior endplate of the vertebra below (usually S1) into four equal parts and grades the slip by how far the posteroinferior corner of the vertebra above has moved forward: grade I up to 25%, grade II 26 to 50%, grade III 51 to 75%, grade IV 76 to 100%, and grade V (spondyloptosis) beyond the front of the sacrum. Ullmann's line (Garland's line), drawn up from the anterior margin of the sacral base perpendicular to the sacral endplate, should not be crossed by the L5 body; crossing it indicates an anterior slip. In spondyloptosis the AP film shows the inverted Napoleon hat sign, the L5 body projected end on over the sacrum.
Types of spondylolisthesis
| Type (Wiltse) | Cause | Typical patient and level | Film clues |
|---|---|---|---|
| I. Dysplastic (congenital) | Malformed upper sacrum or L5 facets, often with spina bifida | Child; L5 to S1 | Abnormal facet orientation, sacral dysplasia; intact but elongated pars; can progress and cause cauda equina compression |
| II. Isthmic | IIA stress fracture (lytic), IIB elongated intact pars from repeated healed microfractures, IIC acute pars fracture | Adolescent or young adult, athletes; L5 most often | Pars lucency (collar), slip usually grade I or II, canal widened at the level |
| III. Degenerative | Facet arthrosis and disc degeneration with an intact pars | Women over about 50; L4 to L5 most often; associated with a sacralized or deep seated L5 | Large sclerotic facets, disc narrowing, slip rarely beyond grade I or about 30%, canal narrowed (stenosis) |
| IV to VI. Traumatic, pathologic, iatrogenic | Fracture of posterior elements other than the pars; diseased bone (tumor, Paget, infection); prior laminectomy | Any | Fracture, destructive bone or surgical defects |
Isthmic versus degenerative: what the film and the hands show
The two common types behave in opposite ways in the canal. In isthmic spondylolisthesis, the posterior arch stays behind as the body slides forward, so the canal at that level actually widens, and symptoms are usually low back pain with or without radicular pain from the nerve root caught in the fibrocartilaginous tissue of the defect (the L5 root at an L5 slip). In degenerative spondylolisthesis, the whole vertebra slides forward, arch and all, so the canal is pinched between the posterior arch above and the body below, causing central and lateral recess stenosis and neurogenic claudication (leg pain with walking or standing that is relieved by sitting or flexing).
The palpable step follows the same logic. With an isthmic L5 slip the L5 spinous process stays back with the arch while L4 and everything above move forward with the L5 body, so the step is felt between the L4 and L5 spinous processes, at the level above the slipped vertebra. With a degenerative L4 slip the L4 spinous process travels forward with its body, so the step is felt at the slipped level itself.
What to recommend
Most adults with a stable grade I or II isthmic slip do well with conservative care, and spondylolisthesis by itself is not an absolute contraindication to chiropractic care. Sensible modifications include avoiding a forceful posterior to anterior thrust directly on the anteriorly displaced segment, favoring adjacent level adjustments, flexion distraction and core stabilization, and avoiding repetitive end range extension. Flexion and extension laterals show whether the slip moves; translation of more than about 4 mm, or a slip that changes grade between flexion and extension, suggests instability.
| Finding | Recommendation |
|---|---|
| Adolescent with acute low back pain on extension, normal or equivocal films | MRI (or CT or SPECT) for an acute pars stress reaction; activity restriction; early defects may heal |
| Adult, grade I or II, stable, no neurologic deficit | Conservative care with modified technique; flexion and extension films if instability is suspected |
| Grade III or higher, progression on serial films, or a child with a dysplastic slip | Orthopedic or spine surgery referral |
| Progressive neurologic deficit, saddle anesthesia, bladder or bowel change | Emergency referral (cauda equina syndrome) |
| Degenerative slip with neurogenic claudication | Conservative flexion biased care; refer if walking tolerance declines or deficits appear; MRI if surgery is being considered |
Reasoning: State the views. On the right oblique, describe "a lucent band across the neck of the L5 Scotty dog, a collar sign, indicating a right L5 pars defect"; on the lateral, "no measurable anterolisthesis." Impression: "Right L5 spondylolysis (isthmic type), without slip." Recommendation: "Stop extension loading and gymnastics; no extension thrust at L5; MRI or CT to see whether this is an acute stress reaction that may heal, and refer to sports medicine for possible bracing; follow up lateral films to monitor for slip during growth." Ask and record red flags (numbness, weakness, bladder change). Critical actions: identify the collar and its side and level, protect the segment, and arrange appropriate imaging and follow up.
Reasoning: Describe: "Anterolisthesis of L4 on L5 of about 15%, grade I; the pars interarticularis is intact; facet joints at L4 to L5 are enlarged and sclerotic; the L4 to L5 disc is narrowed." Impression: "Degenerative spondylolisthesis L4 on L5, grade I, with findings that predispose to spinal stenosis." Recommendation: "Conservative flexion biased care, no extension thrust into the slipped segment, a neurologic exam today and at follow up; refer if neurologic deficit progresses or bladder symptoms appear; MRI if symptoms fail conservative care or surgery is considered; screen pulses to separate vascular from neurogenic claudication." Critical actions: say the pars is intact (this makes it degenerative), link the slip to her claudication, and give a safe plan.
The collar on the Scotty dog's neck is a pars defect, seen on the oblique. The slip is graded on the lateral by quarters of the S1 endplate (Meyerding I to V). Isthmic slips are young, L5, pars broken, canal widened; degenerative slips are older, L4 to L5, pars intact, canal narrowed. Stable low grade slips are managed conservatively with modified technique; high grade, progressive or neurologically symptomatic slips are referred.
Section 4Pelvis, hip and extremity trauma films
General rules for extremity trauma films
Follow the rule of two: two views at right angles, the joints above and below a long bone fracture, and comparison views in children when needed. After the first fracture keep looking (satisfaction of search); a broken forearm bone usually has a partner injury. The Ottawa rules tell you when films are needed.
Pelvis and hip
Hip fractures in older adults follow low energy falls and present with a shortened, externally rotated leg and inability to bear weight. They are divided by their relation to the joint capsule. Intracapsular fractures (subcapital, transcervical and basicervical femoral neck fractures) can tear the retinacular vessels that supply the femoral head, so they carry a high risk of avascular necrosis and nonunion, especially when displaced. The Garden classification grades femoral neck fractures from I (incomplete or valgus impacted) and II (complete, undisplaced) to III (partially displaced) and IV (fully displaced); III and IV are the high AVN risk group. Extracapsular fractures (intertrochanteric and subtrochanteric) bleed more but rarely cause AVN. On the AP pelvis, look for disruption of Shenton's line (the smooth arc from the inferior femoral neck to the superior border of the obturator foramen), a change in the neck shaft angle, a sclerotic band of impaction, and a break in the cortex of the neck.
Up to about 10% of hip fractures are invisible on the initial films. A patient who cannot bear weight after a fall, with pain on axial loading or log roll, needs MRI (or CT if MRI is unavailable) the same day, not reassurance. A femoral neck stress fracture in a runner or military recruit is a separate trap: compression side fractures on the inferomedial neck are usually managed with rest, but tension side fractures on the superolateral neck can displace and need urgent orthopedic referral.
Slipped capital femoral epiphysis (SCFE) is a Salter Harris type I injury through the proximal femoral physis in an adolescent (typically 10 to 16 years, often overweight, boys more than girls), presenting with hip, thigh or knee pain and a limp. The epiphysis slips posteriorly and medially. On the AP, Klein's line along the superolateral neck fails to intersect the epiphysis, and the physis looks widened and blurred; the frog leg lateral shows the slip best. About a fifth to a quarter are bilateral. The patient must stop weight bearing and be referred the same day for surgical pinning, because further slip risks AVN. Legg Calve Perthes disease (idiopathic AVN of the femoral head, ages about 4 to 8) shows a small, dense, flattened and later fragmented epiphysis, often with a subchondral lucent crescent sign.
Also recognize adolescent apophyseal avulsions (ASIS by sartorius, AIIS by rectus femoris, ischial tuberosity by hamstrings), pelvic ring fractures (one break usually means a second), sacral insufficiency fractures in osteoporotic women, and posterior hip dislocation (dashboard injury, adducted and internally rotated limb, sciatic nerve risk), an emergency.
Wrist and hand
The scaphoid is the most commonly fractured carpal bone, usually from a fall on the outstretched hand in a young adult. About 70 to 80% occur at the waist. Tenderness in the anatomical snuffbox, pain on axial loading of the thumb and tenderness of the scaphoid tubercle are the clinical clues. The dedicated scaphoid view (PA in ulnar deviation) elongates the bone. A significant fraction of scaphoid fractures are not visible on the first films, so the standard plan for a suspected fracture with negative films is thumb spica immobilization and either repeat films in about 10 to 14 days or early MRI. Because the main blood supply enters the distal pole and flows back toward the proximal pole, waist and proximal fractures risk avascular necrosis of the proximal pole (dense, sclerotic fragment) and nonunion.
| Injury | Mechanism | Key film finding | Action |
|---|---|---|---|
| Colles fracture | Fall on outstretched hand, older osteoporotic woman | Distal radius metaphysis within a few cm of the joint, dorsal angulation and displacement, radial shortening, often ulnar styloid fracture | Splint, orthopedic referral; check bone health |
| Smith fracture | Fall on flexed wrist | Distal radius with volar angulation of the distal fragment | Orthopedic referral (often unstable) |
| Scapholunate dissociation | Fall on outstretched hand | Scapholunate gap over about 3 mm (Terry Thomas sign), cortical ring sign of a flexed scaphoid | Hand surgery referral |
| Lunate or perilunate dislocation | High energy hyperextension | Lateral: lunate tipped toward the palm (spilled teacup) or capitate displaced off the lunate; median nerve symptoms | Emergency reduction |
| Boxer fracture | Punching a hard object | Fifth metacarpal neck fracture with volar angulation of the head | Check rotation; splint and refer |
| Bennett and Rolando fractures | Axial load on flexed thumb | Intra articular base of first metacarpal: two pieces (Bennett) or comminuted (Rolando) | Orthopedic referral |
Normal volar tilt of the distal radius is about 11 degrees and radial inclination about 22 degrees; a Colles fracture reverses the tilt and shortens the radius.
Elbow and shoulder
At the elbow, a visible posterior fat pad or raised anterior fat pad (sail sign) after trauma means an occult fracture: radial head in adults, supracondylar humerus in children. The anterior humeral line should cross the middle third of the capitellum and the radiocapitellar line should hit the capitellum on every view. Pair forearm injuries: Monteggia (proximal ulna fracture, radial head dislocation) and Galeazzi (distal radius fracture, DRUJ dislocation). Know the pediatric ossification order (CRITOE) so a normal center is not called a fragment.
At the shoulder, anterior dislocation dominates (head below the coracoid), with the Hill Sachs (posterolateral head impaction) and Bankart (anteroinferior glenoid) lesions. Posterior dislocation follows seizure or electric shock and shows the lightbulb sign; the axillary or Y view proves it.
Knee, ankle and foot
| Injury | Key film finding | Significance and action |
|---|---|---|
| Lipohemarthrosis | Fat fluid level in the suprapatellar pouch on a horizontal beam lateral | Intra articular fracture (often tibial plateau) even if no line is seen; CT and referral |
| Segond fracture | Small vertical avulsion off the lateral tibial plateau | Strongly associated with ACL tear; MRI and orthopedic referral |
| Ankle fracture (Weber A, B, C) | Fibular fracture below (A), at (B) or above (C) the syndesmosis | A usually stable; B variable; C syndesmotic injury, unstable |
| Maisonneuve fracture | Medial ankle injury or widened medial clear space plus proximal fibular fracture | Unstable syndesmotic injury; always palpate and film the proximal fibula |
| Fifth metatarsal tuberosity avulsion (pseudo Jones) | Transverse lucency at the tuberosity, often from peroneus brevis pull in an inversion injury | Usually heals well in a walking boot |
| Jones fracture | Transverse fracture at the metaphyseal diaphyseal junction, about 1.5 to 2 cm distal to the tuberosity | Watershed zone; high nonunion rate; non weight bearing and orthopedic referral |
| Lisfranc injury | Medial edge of the second metatarsal base not aligned with the medial edge of the middle cuneiform; fleck sign; diastasis seen best on weight bearing films | Frequently missed; refer |
| Calcaneal fracture | Bohler angle reduced below about 20 degrees (normal about 20 to 40) | Fall from height; image the thoracolumbar spine too |
On the mortise view a medial clear space over about 4 mm means deltoid disruption and an unstable ankle. In a child the fifth metatarsal apophysis runs parallel to the shaft; a fracture runs across it.
Pediatric fractures and the growth plate
Children's bones are more pliable and their physes are weaker than their ligaments, so they bend, buckle and slip at the growth plate instead of spraining. The Salter Harris classification (mnemonic SALTR) describes physeal fractures: type I straight through the physis (Slipped), type II through the physis and a corner of the metaphysis (Above, the most common), type III through the physis and the epiphysis (Lower, intra articular), type IV through metaphysis, physis and epiphysis (Through), and type V a crush of the physis (Ruined, often recognized only later by growth arrest). The higher the number, the greater the risk of growth disturbance. Also know the torus (buckle), greenstick and toddler's (spiral distal tibia) fractures. Metaphyseal corner fractures, posterior rib fractures, fractures of different ages and fractures in a nonwalking child suggest nonaccidental trauma: document objectively and make the mandated report.
Reasoning: State each view and say what you searched: "The scaphoid cortex is intact on all three views, the scapholunate interval is normal, the carpal arcs are smooth, and the distal radius is intact." Then say why that is not the end: "Negative initial films do not exclude a scaphoid fracture, and a missed waist fracture risks nonunion and proximal pole AVN." Impression: "Clinically suspected scaphoid fracture, radiographically occult." Recommendation: "Thumb spica immobilization, no manipulation of the wrist, and either MRI now or repeat scaphoid films in 10 to 14 days; refer to hand or orthopedics if a fracture is confirmed." Critical action: do not clear the wrist on normal films.
Extremity trauma is about knowing the classic fractures by name and position and knowing which ones hide. Hip and scaphoid fractures can be invisible at first, so persistent signs earn MRI or immobilization and repeat films. Intracapsular hip, proximal scaphoid, Jones and Lisfranc injuries carry the worst healing or most commonly missed reputations. In children, think physis (Salter Harris), think SCFE when an overweight adolescent has knee pain and a limp, and report patterns that suggest abuse.
Section 5Trauma decision making in a station
The decision the examiner is really scoring
A trauma film station is a safety station dressed as an imaging station. Exams of this type generally reward a candidate who recognizes when the area must not be manipulated, protects the patient now, refers at the right speed and orders the right follow up imaging, all said aloud: an examiner cannot score a silent decision.
Who needs imaging after trauma
Before you can act on a film you must know when one is needed. For the neck, two validated decision rules are widely taught. The NEXUS criteria say that an alert patient can be cleared without imaging when all five are absent: posterior midline cervical tenderness, focal neurologic deficit, altered alertness, intoxication and a painful distracting injury. The Canadian C spine rule images any high risk patient (age 65 or older, dangerous mechanism such as a fall from about 1 m or five stairs, axial load, high speed or rollover collision, or extremity paresthesias); otherwise, if a low risk factor allows assessment (simple rear end collision, ambulatory, delayed onset, no midline tenderness) and the patient can actively rotate 45 degrees each way, no imaging is needed. Real risk calls for CT.
For the lower back, image after significant trauma, minor trauma in an older or osteoporotic patient, long term steroid use, or with neurologic deficit.
When a film must not be adjusted through
These findings are absolute contraindications to manipulating the involved region:
| Category | Film findings | Immediate plan |
|---|---|---|
| Acute fracture | Any acute fracture line, step defect, impaction zone, retropulsed fragment | No manipulation of the region; immobilize; refer (urgency by stability) |
| Instability | Step in the posterior vertebral line, ADI over 3 mm adult, translation over about 3.5 mm or angulation over about 11 degrees on cervical stress films, fanning, os odontoideum | No manipulation; rigid collar for the neck; refer |
| Dislocation | Facet dislocation, perched facet, joint dislocation in a limb | Immobilize; emergency referral |
| Pathologic bone | Lytic or blastic lesion, missing pedicle, pathologic fracture | No manipulation of the region; advanced imaging, labs, referral |
| Severe osteoporosis or acute osteoporotic fracture | Marked osteopenia with fracture | No thrust at or near the fracture; low force care; bone health referral |
| High grade or unstable spondylolisthesis | Grade III or higher, progression, motion on stress films | No thrust into the slipped segment; surgical referral |
Relative situations call for modification rather than refusal: a healed, stable old compression fracture (low force methods, adjust other regions), a stable grade I slip (no thrust into the slipped segment), or a long healed extremity fracture. In each case say why the modification is safe and what you would watch for.
Immobilization and referral
For a suspected unstable cervical injury, keep the patient still with the head in neutral, apply a rigid collar if trained, do not let them walk out or drive, and call EMS; a neurologic deficit makes this a 911 call. A stable acute fracture without deficit gets protection and same day orthopedic or emergency evaluation. For limb fractures, document pulses, capillary refill, sensation and motor function before and after splinting; a pulseless limb or open fracture is an emergency.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Stop | Halt any planned treatment of the area | "I will not adjust your neck today. I need to explain why." |
| 2. Protect | Keep the patient still; collar or splint as appropriate | "Please stay still while I support your head." |
| 3. Assess | Quick neurologic or neurovascular check | "Can you squeeze my fingers? Can you feel this on both hands?" |
| 4. Explain | Plain language finding and plan | "Your X ray shows a break in the second bone in your neck. That needs a scan and a specialist today." |
| 5. Refer | Call EMS or arrange same day referral; send films and a note | "I am calling for an ambulance so you are moved safely." |
| 6. Document | Record findings, exam, advice, referral and the time | "I will document the findings and the referral, and I will follow up with you tomorrow." |
Reasoning: Mechanism plus age makes this high risk by the Canadian C spine rule. Describe: "On the lateral, the dens is tilted backward with a lucent line across its base; prevertebral soft tissue at C2 measures about 9 mm. On the open mouth view a lucency crosses the base of the dens and extends beyond the dens only where the arch overlaps it, so a Mach band is less likely." Impression: "Type II odontoid fracture, unstable." Recommendation: "No manipulation, keep him still and supine, apply a rigid collar, check upper and lower limb strength, sensation and reflexes, and call EMS for transport to the emergency department for CT and spine surgery consultation." Tell him calmly why. Critical actions: recognize the fracture in an elderly patient after a low energy fall, refuse treatment, immobilize, and transfer by ambulance rather than letting him drive.
Follow up imaging
- Suspected ligament injury, normal neutral films: flexion and extension laterals at 7 to 14 days if no fracture or deficit; MRI with neurologic signs.
- Occult fracture (scaphoid, femoral neck, stress): immobilize; MRI or repeat films in 10 to 14 days.
- Compression fracture of uncertain age or cause: MRI and DXA.
- Burst fracture: CT for canal compromise.
- Spondylolisthesis in a growing child: periodic standing laterals.
When the patient reports a problem
If the standardized patient reports new numbness or feels faint, stop, keep them still, reassess ABCs and neurologic status, call for help and say so aloud. Continuing the scripted task costs safety credit.
Reasoning: Say that the Ottawa foot rule is positive (base of the fifth metatarsal tenderness), which justified the films. Describe: "A transverse lucency at the metaphyseal diaphyseal junction of the fifth metatarsal, about 2 cm distal to the tuberosity, with no displacement." Impression: "Jones fracture of the right fifth metatarsal." Recommendation: "Non weight bearing with crutches, a protective boot or splint, no manipulation of the foot, and orthopedic referral within a few days because of the high nonunion rate; check and document neurovascular status." Contrast aloud with a tuberosity avulsion, which usually heals in a walking boot. Critical actions: correct location, correct name and the non weight bearing plan.
Every trauma film answer ends with a decision. Acute fracture, dislocation, instability and pathologic bone mean no manipulation of the region. Immobilize first, check neurologic and neurovascular status, and choose the speed of referral by stability and deficit: EMS for unstable injuries or deficits, same day referral for stable fractures. When films are normal but suspicion persists, protect the part and order MRI, CT or delayed films. Say each step aloud and document it.
The chapter in one breath
- Report every film in the same order: view, adequacy, finding with level and side, secondary findings, impression, recommendation.
- A lateral cervical film is adequate only to the top of T1; trace the four lines, measure the ADI (3 mm adult, 5 mm child) and the prevertebral soft tissue (about 7 mm at C2, 22 mm at C6).
- Jefferson (C1 burst, lateral mass overhang), odontoid types II and III, hangman (C2 pars), flexion teardrop and bilateral facet dislocation are unstable; clay shoveler and extension teardrop (in flexion) are stable.
- Unilateral facet dislocation: about 25% slip and a bow tie sign; bilateral: 50% or more.
- Flexion and extension films reveal ligamentous instability (over about 3.5 mm translation or 11 degrees angulation) but are never taken with a fracture, deficit or altered alertness.
- The three column model separates compression (anterior), burst (anterior and middle, retropulsion, widened pedicles) and Chance (all three, horizontal, lap belt, visceral injury).
- Pathologic fractures show a destroyed pedicle, convex posterior wall, soft tissue mass and a suspicious history; osteoporotic fractures show diffuse osteopenia and intact pedicles.
- The pars defect is the collar on the Scotty dog (oblique view); slips are graded by Meyerding quarters; isthmic slips widen the canal, degenerative slips (L4 to L5, older women) narrow it.
- Intracapsular hip fractures risk AVN; SCFE fails Klein's line; occult hip and scaphoid fractures need MRI or immobilization and repeat films.
- Colles displaces dorsally, Smith volarly; boxer is the fifth metacarpal neck; Jones and Lisfranc injuries are the foot fractures most likely to cause trouble.
- Children: Salter Harris I to V, torus and greenstick fractures, and a duty to report patterns of nonaccidental trauma.
- Safety always ends the answer: no manipulation, immobilize, check neurologic status, refer at the right speed, order the right follow up imaging, and document.
Words worth knowing
| Term | What it means |
|---|---|
| Atlantodental interval (ADI) | Distance on the lateral film between the anterior arch of C1 and the dens; normally 3 mm or less in adults and 5 mm or less in children. |
| Jefferson fracture | Burst fracture of the C1 ring from axial load, seen as lateral mass overhang on the open mouth view. |
| Odontoid fracture | Fracture of the dens, classified as type I (tip), type II (base, most common, poor healing) or type III (into the C2 body). |
| Hangman fracture | Bilateral fracture through the pars interarticularis of C2 from hyperextension and distraction, with anterior slip of C2 on C3. |
| Flexion teardrop fracture | Severe flexion compression injury with an anteroinferior body fragment and backward displacement of the body; unstable. |
| Clay shoveler fracture | Stable avulsion fracture of a lower cervical or upper thoracic spinous process, most often C7. |
| Bow tie sign | Two facets visible side by side at one level on a lateral film, a sign of rotation from unilateral facet dislocation. |
| Prevertebral soft tissue | The soft tissue between the airway and the front of the cervical bodies; widening suggests hemorrhage or edema from injury. |
| Three column concept | Model dividing the spine into anterior, middle and posterior columns; injury to two or more suggests instability. |
| Burst fracture | Axial load fracture of the anterior and middle columns with retropulsion of bone into the canal and widened pedicles on the AP. |
| Chance fracture | Horizontal flexion distraction fracture through the body and posterior elements, classically from a lap belt. |
| Spondylolysis | A defect in the pars interarticularis, usually a stress fracture at L5. |
| Scotty dog | Outline of the posterior elements on the oblique lumbar view; a pars defect appears as a collar on its neck. |
| Meyerding grading | Grading of spondylolisthesis by quarters of the endplate below: I up to 25%, II to 50%, III to 75%, IV to 100%, V beyond. |
| Degenerative spondylolisthesis | Forward slip with an intact pars caused by facet and disc degeneration, most often L4 on L5 in older women. |
| Shenton's line | Smooth arc from the inferior femoral neck to the top of the obturator foramen; a break suggests hip fracture or dislocation. |
| Klein's line | Line along the superolateral femoral neck on the AP that should cut the epiphysis; it misses in SCFE. |
| Colles fracture | Distal radius fracture with dorsal angulation and displacement, from a fall on the outstretched hand. |
| Smith fracture | Distal radius fracture with volar angulation of the distal fragment, from a fall on a flexed wrist. |
| Jones fracture | Transverse fracture at the metaphyseal diaphyseal junction of the fifth metatarsal with a high nonunion rate. |
| Lisfranc injury | Disruption of the tarsometatarsal joints, seen as malalignment of the second metatarsal base with the middle cuneiform. |
| Salter Harris classification | Five types of growth plate fracture, from type I through the physis to type V crush injury, with growth risk rising by type. |
Check yourself
High Yield Films II: Arthritides, Tumors, Infection, Metabolic Disease and Soft Tissue
Most films in a chiropractic office are not trauma films. They show degeneration, inflammation, a congenital surprise, a curve, a quiet lytic lesion, or a calcified aorta in front of the lumbar spine. In an imaging station, the candidate who can name the pattern, say why it fits, and attach the right recommendation (treat with modification, order the next test, or refer today) shows exactly the judgment the practical exam is built to score.
By the end of this chapter you can
- Separate degenerative, inflammatory and crystal arthritis on film by distribution, joint space, bone density, erosions and new bone formation.
- Distinguish an osteophyte, a marginal syndesmophyte of ankylosing spondylitis and the flowing ossification of DISH, and state the safety consequences of each.
- Recognize block vertebra, hemivertebra, transitional segments and spina bifida occulta, and measure a Cobb angle and read the Risser sign.
- Describe a bone lesion as aggressive or nonaggressive using margin, zone of transition, matrix and periosteal reaction.
- Recognize metastasis (the missing pedicle), multiple myeloma, hemangioma, osteoid osteoma, osteochondroma and the common primary malignancies.
- Separate discitis from tumor by what happens to the disc, and recognize avascular necrosis, sickle cell changes, osteoporosis, Paget disease and hyperparathyroidism.
- Identify an abdominal aortic aneurysm, renal and gallbladder stones, a lung mass, a pneumothorax and prevertebral swelling on spine and chest films.
- Close every film description with a clear recommendation and the right speed of referral.
Section 1Arthritides on film
The ABCDS of arthritis
Every arthritis can be described with the same five headings, and saying them aloud in a station shows a method rather than a guess: Alignment (subluxation, deformity), Bone density (normal or periarticular osteopenia), Cartilage space (uniform or nonuniform narrowing, or preserved), Distribution (which joints, symmetric or not, axial or peripheral) and Soft tissue (swelling, tophi, calcification). Two further questions finish the analysis: are there erosions (marginal, central, or punched out away from the joint), and is there new bone (osteophytes, syndesmophytes, periostitis, ankylosis)?
| Feature | Degenerative (OA, DJD) | Rheumatoid arthritis | Seronegative (AS, psoriatic, reactive) | Gout | CPPD |
|---|---|---|---|---|---|
| Joint space | Nonuniform loss (weight bearing part) | Uniform, symmetric loss | Uniform loss, then ankylosis | Preserved until late | Nonuniform, like OA |
| Bone density | Normal | Periarticular osteopenia | Normal early (AS spine osteopenic late) | Normal | Normal |
| Erosions | None (central in erosive OA) | Marginal (bare areas) | Marginal with fluffy new bone | Punched out with overhanging edge | Uncommon |
| New bone | Osteophytes, subchondral sclerosis, cysts | None | Periostitis, syndesmophytes, ankylosis | Overhanging cortical edge | Large osteophytes, chondrocalcinosis |
| Distribution | Weight bearing joints, DIP and PIP, first CMC, spine | Bilateral symmetric MCP, PIP, wrist, upper cervical | SI joints and spine (AS); DIP, asymmetric (psoriatic); feet (reactive) | First MTP, asymmetric | Knee, wrist (TFCC), second and third MCP, symphysis |
Degenerative joint and disc disease
Degenerative joint disease (osteoarthritis) is cartilage failure with a bony repair response. The film shows nonuniform joint space narrowing where load is greatest (superolateral hip, medial knee compartment), subchondral sclerosis, osteophytes and subchondral cysts (geodes), with normal bone density. In the hands it involves the DIP joints (Heberden nodes), PIP joints (Bouchard nodes) and the first carpometacarpal joint, sparing the MCPs; erosive osteoarthritis adds central erosions that make a gull wing shape in the DIP joints.
In the spine, degenerative disc disease gives disc space narrowing, endplate sclerosis, the vacuum phenomenon (gas in a degenerated disc, which effectively excludes infection), and osteophytes that arise a few millimeters from the endplate margin, project horizontally and then curve toward the adjacent body. The posterior joints develop facet arthrosis (enlarged, sclerotic articular processes). In the cervical spine the uncovertebral joints hypertrophy and, with facet osteophytes, narrow the intervertebral foramina, best seen on the oblique views. Combined disc, facet and ligamentum flavum changes produce spinal stenosis, which plain films suggest but MRI confirms. Degenerative change is common and often painless, so the board answer links findings to symptoms rather than treating the film.
DISH
Diffuse idiopathic skeletal hyperostosis (Forestier disease) is a bone forming enthesopathy of older adults, more common in men and in people with diabetes and obesity. The diagnostic picture is flowing ossification along the anterolateral aspect of at least four contiguous vertebral bodies with preserved disc height, no significant facet ankylosis and normal sacroiliac joints (bridging of the upper, ligamentous part of the SI joint can occur). It favors the right side of the thoracic spine, because the pulsating descending aorta on the left inhibits it. A thin lucent line often separates the ossified ligament from the vertebral body. Peripheral entheses ossify too (heel and olecranon spurs, pelvic "whiskering"). DISH in the cervical spine can cause dysphagia, and it travels with ossification of the posterior longitudinal ligament (OPLL), which narrows the canal. A long ossified segment behaves like a long bone: it fractures with minor trauma and is unstable when it does.
Rheumatoid arthritis
Rheumatoid arthritis is a synovial disease, and its film signs follow: soft tissue swelling, periarticular osteopenia, uniform joint space loss, and marginal erosions at the bare areas where synovium touches bone not covered by cartilage, with little or no new bone. It is bilateral and symmetric in the MCP, PIP and wrist joints (an early erosion of the ulnar styloid is classic) and the MTP joints of the feet; late deformities include ulnar deviation, swan neck and boutonniere. In the hip it causes axial migration and protrusio acetabuli; in the knee, uniform loss across all compartments.
The cervical spine is the high stakes area. Pannus at C1 to C2 weakens the transverse ligament and erodes the dens, producing atlantoaxial instability (ADI over 3 mm in an adult), cranial settling (basilar invagination, the dens migrating up toward the foramen magnum) and subaxial stair step subluxations. Neutral and flexion lateral films (taken carefully) are standard before any treatment of the neck in a patient with RA; instability or myelopathic signs (hand clumsiness, gait change, hyperreflexia) are an absolute contraindication to cervical manipulation and a reason for referral.
Ankylosing spondylitis and the seronegatives
The seronegative spondyloarthropathies (ankylosing spondylitis, psoriatic arthritis, reactive arthritis and enteropathic arthritis with inflammatory bowel disease) share HLA B27 association, sacroiliitis, enthesitis and new bone formation. Ankylosing spondylitis begins in young adults, more often men, with inflammatory back pain (morning stiffness over 30 minutes, better with exercise). It starts in the sacroiliac joints, bilaterally and symmetrically: erosions on the iliac side make the joint look wide and irregular (pseudowidening), then sclerosis and finally fusion. In the spine, inflammation at the annulus attachment gives Romanus lesions (shiny corners), then squaring of the vertebral bodies, then thin marginal syndesmophytes that bridge the discs to create the bamboo spine. Ossified interspinous and supraspinous ligaments give the dagger sign, and with fused facets the trolley track sign. The hips are often involved, bilaterally and concentrically.
Psoriatic arthritis is asymmetric and favors the DIP joints, with erosions that create the pencil in cup deformity, fluffy periostitis, acro osteolysis and the sausage digit; its SI involvement is often asymmetric and its spinal bone is bulky, nonmarginal and asymmetric (parasyndesmophytes). Reactive arthritis looks similar but favors the feet and heels. Enteropathic arthritis mimics AS.
Gout and CPPD
Gout (monosodium urate, negatively birefringent needle shaped crystals) is a disease of middle aged men and postmenopausal women; film changes appear only after years of attacks. Look for punched out erosions with sclerotic, overhanging edges (the Martel or rat bite sign), often slightly away from the joint, preserved joint space until late, normal bone density and asymmetric tophi (soft tissue masses that may calcify). The first MTP (podagra) is classic; the elbow (olecranon bursa), hands and knees follow.
Calcium pyrophosphate deposition (positively birefringent rhomboid crystals) has two film faces. Chondrocalcinosis is calcification in cartilage: the knee menisci, the triangular fibrocartilage of the wrist and the pubic symphysis. Pyrophosphate arthropathy looks like osteoarthritis in unusual places: the radiocarpal joint, the second and third MCP joints (with hook like osteophytes), and isolated patellofemoral disease. Calcification around the dens (crowned dens) can cause acute neck pain with fever that mimics meningitis. Hemochromatosis gives an almost identical picture.
Reasoning: State the views. Describe: "Neutral ADI about 3 mm, widening to about 7 mm on flexion; erosion of the dens; mild step offs at C3 to C4 and C4 to C5. Generalized osteopenia." Impression: "Atlantoaxial instability from rheumatoid arthritis with subaxial subluxations." Recommendation: "No cervical manipulation. Perform a neurologic exam for myelopathy (reflexes, Hoffmann, gait, hand dexterity); with bilateral hand symptoms, refer promptly to her rheumatologist and a spine surgeon, with MRI. Advise her to avoid end range neck flexion. Low force care elsewhere is reasonable." Say to the patient why you are not adjusting her neck. Critical actions: measure the ADI, call it unstable, refuse cervical thrust, screen for myelopathy and refer.
Name the arthritis by pattern. Degenerative disease narrows unevenly and builds osteophytes; rheumatoid arthritis narrows evenly, erodes the margins and thins nearby bone, and threatens C1 to C2; the seronegatives erode and then build bone, beginning at the SI joints in AS; gout punches out bone beside a preserved joint; CPPD calcifies cartilage. Fused spines of AS and DISH fracture easily, and RA instability forbids cervical manipulation.
Section 2Congenital anomalies and scoliosis on film
Why anomalies matter in a station
Congenital anomalies arise from failures of segmentation (somites do not separate), formation (part of a vertebra never develops) or fusion (ossification centers do not unite). Most are incidental, but the examiner wants three things from you: do not call them fractures or disease, know which ones change mechanics or stability, and know which ones alter your technique.
| Anomaly | Film hallmark | Significance and recommendation |
|---|---|---|
| Congenital block vertebra | Two bodies fused, total height equal to two bodies plus a disc, a concave anterior wasp waist and a rudimentary disc; posterior elements often fused; C2 to C3 and C5 to C6 common | Adjacent segments are hypermobile and degenerate early; do not manipulate the fused level, assess motion above and below. An acquired fusion (surgery, infection, juvenile arthritis) lacks the wasp waist |
| Klippel Feil syndrome | Multiple cervical blocks | Short neck, low hairline, limited motion; Sprengel deformity, renal and cardiac anomalies; instability at mobile segments |
| Hemivertebra | Wedge shaped half vertebra on the AP (failure of formation) | Congenital scoliosis that can progress rapidly in growth; orthopedic follow up |
| Butterfly vertebra | Central sagittal cleft with two triangular halves on the AP | Incidental; not a fracture |
| Transitional lumbosacral segment | Enlarged L5 transverse process articulating or fused with the sacrum (sacralization), or S1 separated by a disc (lumbarization) | Count levels carefully from C2 or T12 before naming a level; the disc above a transitional segment degenerates more; Bertolotti syndrome |
| Spina bifida occulta | Midline cleft between unfused laminae, usually L5 or S1 | Usually incidental; avoid a direct spinous contact over the cleft |
| Posterior ponticle (arcuate foramen) | Bony bridge over the vertebral artery groove of the C1 posterior arch on the lateral | Common variant; often cited as a reason for caution with upper cervical rotation |
| Occipitalization of the atlas | C1 fused to the occiput | Basilar impression and C1 to C2 instability; no upper cervical manipulation without stability assessment |
| Agenesis of the posterior arch of C1 | Absent posterior arch with an enlarged anterior arch | Not a fracture; avoid posterior contact on C1 |
| Cervical rib | Rib from C7, whose transverse process slopes down (T1 slopes up) | Thoracic outlet syndrome |
Reasoning: Say how you counted: "Counting from the lowest rib bearing vertebra, there are five lumbar type segments." Describe: "Left unilateral sacralization of L5 with a pseudarthrosis at the transverse process and spina bifida occulta of S1. Disc height at L4 to L5 is mildly reduced." Impression: "Transitional lumbosacral segment (left sided) and spina bifida occulta, both developmental; early L4 to L5 disc degeneration." Recommendation: "No contraindication to care; adjust mobile segments, avoid a spinous contact over the S1 cleft, and correlate pain with the pseudarthrosis (possible Bertolotti syndrome). Report the transitional segment so any future imaging or surgery uses the same level count." Critical actions: count levels correctly and do not call the cleft or the pseudarthrosis a fracture.
Scoliosis on film
Scoliosis is a lateral curvature of the spine of 10 degrees or more measured by the Cobb method, usually with vertebral rotation. Most cases in adolescents are idiopathic, typically a right thoracic curve in a girl. Features that suggest an underlying cause and call for MRI include a left thoracic curve, a painful curve (consider osteoid osteoma, with the lesion on the concave side), rapid progression, a curve in a young child, and neurologic signs or cutaneous markers (hair patch, dimple). Functional (nonstructural) curves from leg length inequality or muscle spasm straighten on side bending or when the leg length is corrected; structural curves do not.
Measuring and managing the curve
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Name the curve | Find the apex and the convex side | "Right convex thoracic curve, apex at T8." |
| 2. End vertebrae | Pick the most tilted vertebrae at each end | "End vertebrae are T5 and T12." |
| 3. Cobb angle | Lines along the superior endplate above and inferior endplate below; perpendiculars; measure | "Cobb angle about 28 degrees." |
| 4. Rotation | Pedicle position on the convex side (Nash Moe) | "Moderate rotation, convex pedicle near midline." |
| 5. Maturity | Risser grade, open physes, menarche history | "Risser 1, so significant growth remains." |
| 6. Recommendation | Match plan to angle and maturity | "Refer for bracing evaluation; repeat film in 4 to 6 months." |
The Risser sign grades ossification of the iliac crest apophysis, which spreads from the anterior superior iliac spine toward the posterior superior iliac spine: grade 0 none, 1 up to 25%, 2 up to 50%, 3 up to 75%, 4 complete but not fused, 5 fused to the ilium. Low Risser grades mean growth remains and the curve is more likely to progress. Commonly taught thresholds in a growing adolescent: under about 20 to 25 degrees, observe with periodic films (typically every 4 to 6 months); about 25 to 40 degrees in a skeletally immature patient (Risser 0 to 2), refer for bracing; over about 40 to 50 degrees, refer for surgical consultation. Curves over about 50 degrees may keep progressing in adulthood. Chiropractic care can be part of management, but it does not replace indicated bracing or surgical referral, and serial imaging should use PA projections and the lowest dose that answers the question.
Measurement error for the Cobb angle is about 3 to 5 degrees, so a change of 5 degrees or more between films is the usual definition of progression. Measure from the same end vertebrae on each film.
Reasoning: Describe: "Right convex thoracic curve from T6 to T12 with apex at T9; Cobb angle measured from the superior endplate of T6 to the inferior endplate of T12 is about 30 degrees, with rotation toward the convexity. Risser grade 0; no vertebral anomaly." Impression: "Adolescent idiopathic scoliosis, right thoracic, about 30 degrees, skeletally immature." Recommendation: "High risk of progression because of the curve size and Risser 0; refer to a pediatric orthopedist for bracing evaluation now; perform a neurologic screen (abdominal reflexes, lower limb reflexes) and document; follow up imaging with low dose PA technique." Explain the plan to the parent. Critical actions: correct measurement, use of maturity, and referral rather than treating the curve alone.
Know the anomalies by their hallmark so you never call them fractures: the wasp waist of a block vertebra, the wedge of a hemivertebra, the cleft of a butterfly vertebra or spina bifida occulta, the enlarged transverse process of a transitional segment. Measure scoliosis with the Cobb method, grade maturity with Risser, and refer for bracing or surgery according to angle and growth remaining; atypical curves need MRI.
Section 3Tumors and tumor like lesions on film
Aggressive or nonaggressive: the first judgment
You do not need to name every bone tumor in a station, but you must decide whether a lesion looks aggressive or nonaggressive, because that decision sets the recommendation. Combine the patient's age (over 40, metastasis and myeloma dominate; under 30, primary tumors and benign lesions) with five film features.
| Feature | Nonaggressive (slow growing) | Aggressive (fast growing) |
|---|---|---|
| Margin | Geographic, well defined, sclerotic rim | Moth eaten (multiple coalescing holes) or permeative (countless tiny holes) |
| Zone of transition | Narrow (you can trace the edge with a pencil) | Wide (no clear edge) |
| Cortex | Intact, possibly thinned or expanded smoothly | Destroyed or broken through |
| Periosteal reaction | None or solid, thick and smooth | Laminated (onion skin), spiculated (sunburst, hair on end), Codman triangle |
| Soft tissue mass | Absent | Present |
Matrix narrows the differential: cloud like or ivory density suggests osteoid (osteosarcoma, osteoblastic metastasis); rings and arcs or popcorn stippling suggest cartilage (enchondroma, chondrosarcoma); hazy ground glass suggests fibrous dysplasia. Remember that plain films show a lytic lesion only after roughly 30 to 50% of the bone is gone, so a normal film does not exclude tumor in a patient with red flags; MRI is the sensitive test for marrow disease.
Metastasis and myeloma
Metastasis is the most common malignant tumor of bone and goes where red marrow is: spine, pelvis, ribs, skull and proximal long bones. Most metastases are lytic (lung, kidney, thyroid, breast, gastrointestinal); blastic lesions point to prostate cancer in men and breast cancer in women (mixed lesions are common in breast). In the spine, the plain film hallmark is the missing pedicle on the AP (the winking owl or one eyed pedicle sign), because tumor that starts in the posterior body destroys the cortical pedicle ring. A single dense vertebra, the ivory vertebra, has a short differential: blastic metastasis, Hodgkin lymphoma and Paget disease (Paget enlarges the bone; the others do not). Metastasis typically spares the disc. Recommendation: no manipulation of the involved region, MRI, laboratory tests and urgent referral; screen every patient for spinal cord compression (band like pain, leg weakness, sensory level, bladder change), which is an emergency.
Multiple myeloma is the most common primary malignant tumor of bone, in adults over about 40 to 50. Films show punched out lytic lesions without sclerotic margins (the raindrop skull), or simply diffuse osteopenia with compression fractures. The pedicles tend to be spared early, because they contain little red marrow, which helps separate myeloma from metastasis. Myeloma is often cold on bone scan (there is little osteoblastic response), so a skeletal survey, low dose CT or MRI is used. Laboratory clues follow CRAB: hyperCalcemia, Renal failure, Anemia and Bone lesions, with an M protein on serum protein electrophoresis. A single lesion is a plasmacytoma.
Benign lesions you must recognize
| Lesion | Typical patient and site | Film hallmark | Recommendation |
|---|---|---|---|
| Vertebral hemangioma | Any adult; thoracic and lumbar bodies; most common benign spinal tumor | Coarse vertical striations (corduroy) on the radiograph, polka dots on axial CT; normal body height | Incidental; not a contraindication to care unless aggressive or collapsed |
| Osteoid osteoma | 10 to 25 years, male; femur, tibia, spine posterior elements | Small lucent nidus (under about 1.5 cm) with dense surrounding sclerosis | Night pain relieved by aspirin or NSAIDs; painful scoliosis (concave side); refer (ablation) |
| Osteoblastoma | Young; spine posterior elements | Larger expansile lesion (over about 1.5 to 2 cm) | Refer |
| Osteochondroma | Children and adolescents; metaphysis near the knee or proximal humerus; most common benign bone tumor | Bony outgrowth pointing away from the joint, with cortex and marrow continuous with the host bone | Refer if painful or growing after maturity (malignant change, thick cartilage cap) |
| Enchondroma | Adults; small bones of the hand | Central lytic lesion with chondroid rings and arcs, scalloped endosteum | Watch for pathologic fracture; pain suggests chondrosarcoma |
| Giant cell tumor | 20 to 40 years after physeal closure; distal femur, proximal tibia, distal radius, sacrum | Eccentric lytic lesion reaching the subarticular bone, no sclerotic rim | Refer; locally aggressive |
| Simple bone cyst | Child; proximal humerus or femur | Central lucent lesion; fallen fragment sign after fracture | Refer |
| Aneurysmal bone cyst | Under 20; long bones, spine posterior elements | Expansile lytic lesion, fluid levels on MRI | Refer |
| Fibrous dysplasia | Young; femur (shepherd's crook), ribs, skull | Ground glass lesion with a thick rind | Usually observe |
| Nonossifying fibroma | Child; distal femur or tibia metaphysis | Eccentric cortical lucency with a scalloped sclerotic margin | "Do not touch" lesion; heals spontaneously |
| Bone island (enostosis) | Any age; pelvis, femur, spine | Small dense focus with spiculated (brush) margins blending into trabeculae | "Do not touch" lesion; incidental |
Primary malignancies
Osteosarcoma peaks in adolescence (with a second peak in older adults with Paget disease or prior radiation), in the metaphysis around the knee; it shows mixed destruction with cloud like osteoid, a sunburst periosteal reaction, a Codman triangle and a soft tissue mass. Ewing sarcoma affects children and young adults (about 5 to 20 years), often in the diaphysis of long bones or in flat bones (pelvis), with a permeative pattern, laminated onion skin periosteal reaction and a large soft tissue mass; fever and a raised ESR mimic infection. Chondrosarcoma affects adults (40 to 60) in the pelvis, proximal femur and shoulder girdle, with rings and arcs and deep endosteal scalloping. Chordoma arises from notochord remnants in the sacrum and clivus of older adults as a midline destructive mass. Any of these is an urgent referral to an orthopedic oncologist, with no manipulation of the region.
Reasoning: State the views and search the pedicles first on the AP. Describe: "The right pedicle of L3 is absent; the L3 body is of increased density compared with adjacent levels; disc heights are preserved; no fracture." Impression: "Missing right L3 pedicle with sclerotic L3 body, highly suspicious for osteoblastic metastasis from prostate cancer." Recommendation: "No manipulation of the lumbar spine. Same day or next day referral to his oncologist or physician with MRI of the spine, bone scan, PSA, CBC, calcium and alkaline phosphatase. Perform and document a neurologic exam; advise him to seek emergency care immediately if leg weakness, numbness in the saddle area or bladder or bowel change develops." Critical actions: notice the missing pedicle, link it to the history, refuse manipulation and screen for cord or cauda equina compression.
Decide aggressive or not from margin, zone of transition, cortex, periosteal reaction and soft tissue mass, then narrow by age, location and matrix. Over 40, think metastasis (missing pedicle, ivory vertebra, disc spared) and myeloma (punched out lesions, pedicles spared, cold bone scan). Recognize the benign lesions that need nothing (hemangioma, bone island, nonossifying fibroma) and those that need referral. Aggressive lesions mean no manipulation, advanced imaging and urgent referral.
Section 4Infection, hematologic, metabolic and endocrine disease on film
Discitis and vertebral osteomyelitis
Spinal infection usually reaches the spine through the blood and settles first in the vascular endplate, then spreads into the disc, which in turn destroys the endplate on the other side. That sequence explains the defining film rule: infection crosses and destroys the disc; tumor usually spares it. Pyogenic discitis (most often Staphylococcus aureus; consider gram negatives in intravenous drug users and after urinary procedures) is most common in the lumbar spine of older adults, diabetics, the immunocompromised and patients after spinal procedures. The earliest film sign is disc space narrowing, followed by loss of the sharp white endplate line and erosion of both endplates, then destruction of the bodies and, with healing, sclerosis and fusion. Films lag the disease by about 2 to 3 weeks; MRI is the test of choice early, with ESR and CRP (almost always raised), CBC and blood cultures.
Tuberculous spondylitis (Pott disease) is slower, favors the thoracolumbar spine, spreads under the anterior longitudinal ligament to several contiguous levels, preserves the disc longer, produces large paraspinal and psoas abscesses (which may calcify) and ends in anterior collapse with a sharp kyphosis (gibbus), usually with little sclerosis.
| Feature | Pyogenic discitis | Tuberculous spondylitis | Metastasis | Degenerative disc |
|---|---|---|---|---|
| Disc | Narrowed early, destroyed | Preserved longer | Usually spared | Narrowed, often with vacuum gas |
| Endplates | Indistinct, eroded on both sides | Anterior erosion, multiple levels | Body or pedicle destroyed | Sclerotic but sharp |
| Soft tissue | Paraspinal swelling | Large, often calcified abscess | Paraspinal mass possible | None |
| Course | Weeks | Months | Variable | Years |
| Labs | ESR and CRP high, fever variable | ESR high, TB tests | Variable | Normal |
In long bones of children, hematogenous osteomyelitis settles in the metaphysis; films are normal for about 10 to 14 days, then show permeative lysis and periosteal reaction, and later a sequestrum (dead bone) and involucrum (new bone shell). A Brodie abscess is a subacute lucent metaphyseal lesion with a sclerotic rim. Septic arthritis destroys cartilage on both sides of a joint within days and is an emergency.
Avascular necrosis and sickle cell disease
Avascular necrosis (osteonecrosis) most often affects the femoral head. Risk factors are commonly remembered as ASEPTIC: Alcohol and AIDS, Steroids and sickle cell, Erlenmeyer flask (Gaucher disease), Pancreatitis, Trauma, Idiopathic and infection, Caisson disease and collagen vascular disease (lupus). Films are normal early (MRI shows the double line sign), then show mottled sclerosis and lucency, a subchondral lucent crescent sign (subchondral fracture), flattening and collapse of the head, and finally secondary osteoarthritis. Unlike osteoarthritis, the joint space is preserved until collapse. Named osteonecroses include Legg Calve Perthes (child femoral head), Kienbock (lunate, linked with negative ulnar variance), Preiser (scaphoid), Freiberg (second metatarsal head), Kohler (navicular) and Panner (capitellum). Recommend MRI for early disease, protected weight bearing and orthopedic referral.
Sickle cell disease causes marrow hyperplasia and repeated infarction. Look for H shaped vertebrae (square central endplate depressions from infarction of the central growth plate), serpiginous medullary bone infarcts, AVN of the femoral and humeral heads, dactylitis in infants, and widened medullary cavities. Patients are prone to osteomyelitis, classically with Salmonella.
Metabolic and endocrine bone disease
| Disease | Film hallmarks | Labs and notes |
|---|---|---|
| Osteoporosis | Generalized lucency, thin cortices (empty box vertebra), accentuated vertical trabeculae, biconcave codfish and wedge vertebrae, insufficiency fractures | About 30% bone loss before visible; diagnose with DXA (T score of minus 2.5 or lower); calcium and phosphate normal |
| Osteomalacia and rickets | Fuzzy indistinct trabeculae, Looser zones (pseudofractures perpendicular to the cortex at the femoral neck, pubic rami, ribs, scapula); rickets: cupped, frayed, widened metaphyses | Low vitamin D, low or normal calcium, low phosphate, high alkaline phosphatase |
| Paget disease | Older adult; enlarged bone with thick coarse trabeculae and cortex; picture frame or ivory vertebra; lytic front (blade of grass) in long bones, osteoporosis circumscripta and cotton wool skull; thickened iliopectineal line; bowing | Markedly raised alkaline phosphatase, normal calcium; complications: fracture, stenosis, deafness, rare osteosarcoma |
| Hyperparathyroidism | Subperiosteal resorption on the radial side of the middle phalanges of the index and middle fingers (classic), tuft and distal clavicle resorption, salt and pepper skull, brown tumors, chondrocalcinosis | High calcium and PTH, low phosphate (primary) |
| Renal osteodystrophy | Hyperparathyroid signs plus rugger jersey spine (dense endplate bands), soft tissue and vascular calcification | Chronic kidney disease |
| Acromegaly | Enlarged vertebral bodies with posterior scalloping, widened joint spaces, spade like tufts, thick heel pad | Growth hormone excess |
Reasoning: Describe: "The L3 to L4 disc space is markedly narrowed compared with the film from last year; the inferior endplate of L3 and superior endplate of L4 are indistinct and eroded; no vacuum phenomenon; the pedicles are intact." Impression: "Destruction of the L3 to L4 disc and both adjacent endplates, consistent with pyogenic discitis and vertebral osteomyelitis." Recommendation: "No manipulation. Take his temperature and perform a neurologic exam. Same day referral for MRI with contrast, ESR, CRP, CBC and blood cultures; emergency referral if he has fever with neurologic deficit, which raises concern for epidural abscess." Critical actions: recognize that the disc is destroyed (pointing to infection, not tumor), connect the risk factors and refer urgently.
Infection destroys the disc and both endplates; tumor spares the disc; degeneration narrows it with sharp sclerotic plates and sometimes gas. AVN keeps the joint space until the head collapses; MRI finds it early. Learn the shapes: H vertebra (sickle cell), picture frame (Paget), rugger jersey (renal osteodystrophy), codfish (osteoporosis), plus Looser zones of osteomalacia and subperiosteal resorption of hyperparathyroidism.
Section 5Soft tissue findings on spine and chest films
Look outside the bones
The soft tissues are a review area that candidates skip under time pressure, and examiners know it. A lateral lumbar film shows the abdominal aorta and the kidneys; a thoracic or cervical film shows lung apices, pleura and the prevertebral space; an AP lumbar or pelvis film shows the renal outlines, the gallbladder region and the pelvic calcifications. Finish every film by sweeping these areas deliberately and saying that you did: "Soft tissues: no abnormal calcification, aorta not dilated, lung apices clear."
Abdominal aortic aneurysm
An abdominal aortic aneurysm (AAA) is a dilation of the aorta to 3 cm or more (normal is about 2 cm). Most are infrarenal and lie in front of L2 to L4, ending at the bifurcation at about L4. Risk factors are age over 65, male sex, smoking, hypertension, atherosclerosis and family history. On the lateral lumbar film, atherosclerotic calcification often outlines the walls as thin curvilinear lines in front of the vertebral bodies; measure from the outer edge of the anterior wall to the outer edge of the posterior wall. A plain film can suggest an aneurysm but cannot exclude one, because many are not calcified. Confirmation is by ultrasound (or CT).
The recommendation depends on size and symptoms. Any AAA needs confirmation by ultrasound and referral to the patient's physician or a vascular surgeon for surveillance; the commonly taught repair threshold is about 5.5 cm in men (about 5 cm in women) or growth faster than about 0.5 to 1 cm per year. A tender or painful aneurysm is an urgent referral; back, flank or abdominal pain with hypotension, syncope or a pulsatile mass suggests rupture, a 911 emergency. Avoid forceful lumbar manipulation, especially rotational side posture thrusts and deep abdominal pressure, in a patient with a known or suspected aneurysm until it has been evaluated; many clinicians use low force methods only.
Reasoning: After the bones, sweep the soft tissues. Describe: "Curvilinear calcification of the anterior and posterior walls of the abdominal aorta in front of L2 to L4; the anterior wall bulges forward, and the outer wall to outer wall diameter measures about 5 cm. Mild degenerative disc disease at L4 to L5." Impression: "Calcified abdominal aortic aneurysm, about 5 cm." Recommendation: "No lumbar manipulation today. Check blood pressure and palpate the abdomen gently for a pulsatile, tender mass. Because his pain is not mechanical and the aneurysm is large, refer him urgently (same day) for ultrasound or CT and vascular surgery evaluation. Tell him to call 911 if pain becomes severe or he feels faint." Critical actions: look beyond the bones, measure, link nonmechanical pain to a possible symptomatic aneurysm, withhold manipulation and refer at the right speed.
Abdominal and pelvic calcifications
| Calcification | Where and what it looks like | Significance and action |
|---|---|---|
| Renal stone | Dense focus over the renal shadow at about L1 to L2, or along the ureter (over the transverse processes, across the SI joint, into the pelvis); most stones are calcium containing and radiopaque | Flank pain radiating to the groin, hematuria; refer (urinalysis, CT); fever with obstruction is an emergency |
| Staghorn calculus | Branching dense stone filling the renal collecting system | Usually struvite with chronic infection; urology referral |
| Gallstones | Right upper quadrant at about L1 to L2, laminated or faceted rings; only a minority are radiopaque | Right upper quadrant pain after fatty meals, referred right scapular pain; ultrasound, refer |
| Porcelain gallbladder | Calcified gallbladder wall | Associated with gallbladder cancer; surgical referral |
| Pancreatic calcification | Speckled densities across the midline at about L1 to L2 | Chronic pancreatitis (alcohol); refer |
| Phleboliths | Small round pelvic densities with lucent centers | Normal calcified pelvic veins; do not call them ureteral stones |
| Uterine fibroid | Popcorn calcification in the pelvis | Usually incidental |
| Mesenteric lymph nodes, costal cartilage | Mottled clusters; calcified rib cartilage | Usually incidental |
Chest findings on spine films
Thoracic and cervical films show part of the lungs. A solitary pulmonary nodule (under 3 cm) or mass (3 cm or more) seen on a spine film needs a dedicated chest film or CT and referral; a smoker, an irregular or spiculated edge, or growth raise concern for cancer. The classic trap is a Pancoast (superior sulcus) tumor: an apical opacity, sometimes with destruction of the first to third ribs, in a smoker with shoulder and arm pain in the C8 to T1 distribution and possibly Horner syndrome (ptosis, miosis, anhidrosis). It mimics a cervical radiculopathy, so always look at the lung apices on cervical and upper thoracic films.
A pneumothorax shows a thin white visceral pleural line with no lung markings beyond it; on a supine film, air collects anteriorly and inferiorly and deepens the costophrenic angle (deep sulcus sign). Spontaneous pneumothorax typically occurs in tall, thin young men and in smokers or people with emphysema; it can also follow rib fracture. A tension pneumothorax (mediastinal shift away from the affected side, flattened diaphragm, worsening breathlessness and falling blood pressure) is a 911 emergency. A pleural effusion blunts the costophrenic angle with a curved meniscus. Rib lesions (lytic metastasis, healing fractures) are also part of the chest sweep.
Prevertebral swelling and neck calcifications
On the lateral cervical film, widened prevertebral soft tissue (more than about 7 mm at C2 or 22 mm at C6 in an adult) has three main causes: hematoma from trauma (Chapter 3), retropharyngeal abscess (usually a child or an adult after pharyngeal infection, with fever, painful swallowing, drooling and neck stiffness; sometimes gas in the soft tissue; an emergency because of airway risk) and acute calcific tendinitis of the longus colli (amorphous calcification in front of C1 to C2 with swelling below it, acute neck pain and painful swallowing, self limiting with NSAIDs, but it must be separated from abscess). Other neck calcifications: carotid artery calcification near C3 to C4 (atherosclerosis; recommend carotid ultrasound and physician follow up, and use caution with cervical manipulation), calcified stylohyoid ligament (Eagle syndrome), nuchal ligament ossicles and calcified thyroid or tracheal cartilage (normal with age).
Reasoning: State that you looked beyond the spine. Describe: "A thin white pleural line parallels the right lateral chest wall about 2 cm inside it, with no lung markings lateral to the line; no mediastinal shift; no rib fracture." Impression: "Right spontaneous pneumothorax, small to moderate." Recommendation: "No thoracic manipulation. Check vital signs and oxygen saturation if available. Send to the emergency department now; if he becomes more breathless, his blood pressure falls or the trachea shifts, call 911 for a possible tension pneumothorax." Critical actions: find the pleural line, refuse treatment and refer emergently.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Bones done | Finish the skeletal search first | "No fracture or bone lesion." |
| 2. Soft tissue sweep | Prevertebral space, lung apices and fields, pleura, aorta, kidneys, gallbladder, pelvis | "Now the soft tissues." |
| 3. Describe | Location, size, shape, density | "Curvilinear calcification anterior to L3 outlining a 4.5 cm aorta." |
| 4. Impression | One line | "Abdominal aortic aneurysm." |
| 5. Recommendation and speed | Imaging, referral, safety advice | "Ultrasound and vascular referral; no lumbar thrust; 911 if severe pain or fainting." |
Finish every film with a deliberate soft tissue sweep and say you did it. An aorta of 3 cm or more is an aneurysm (ultrasound and vascular referral, urgent if painful, 911 if ruptured); renal stones sit over the kidney or ureter while phleboliths are normal; an apical mass with arm pain is a Pancoast tumor until proven otherwise; a pleural line with no markings beyond it is a pneumothorax; widened prevertebral tissue means hematoma, abscess or calcific tendinitis.
The chapter in one breath
- Describe arthritis with ABCDS plus erosions and new bone: OA is nonuniform with osteophytes; RA is uniform with marginal erosions and periarticular osteopenia.
- RA threatens C1 to C2 (ADI over 3 mm, cranial settling): no cervical manipulation and screen for myelopathy.
- AS starts in both SI joints and builds thin marginal syndesmophytes (bamboo spine); DISH lays flowing bone over four or more levels with discs preserved; both fracture easily.
- Gout gives overhanging edge erosions with a preserved joint space; CPPD gives chondrocalcinosis and OA in odd places.
- Anomalies are not fractures: block vertebra (wasp waist), hemivertebra, butterfly vertebra, transitional segments, spina bifida occulta.
- Scoliosis is 10 degrees or more by Cobb; Risser grades maturity; observe, brace (about 25 to 40 degrees in a growing child) or refer for surgery (over about 40 to 50); atypical curves need MRI.
- Aggressive lesions have wide zones of transition, moth eaten or permeative margins, interrupted periosteal reaction and soft tissue masses.
- Metastasis destroys the pedicle (winking owl) and spares the disc; myeloma punches out holes, spares pedicles early and is cold on bone scan; hemangioma shows vertical striations.
- Discitis destroys the disc and both endplates; MRI and ESR or CRP early; TB spreads under the ligament with large abscesses.
- AVN preserves the joint space until collapse; the H vertebra is sickle cell, picture frame is Paget, rugger jersey is renal osteodystrophy, codfish is osteoporosis.
- Sweep the soft tissues: AAA at 3 cm or more, renal and gallstones, Pancoast tumor, pneumothorax, prevertebral swelling.
- Every description ends with a recommendation: modify, image further, refer, or call 911.
Words worth knowing
| Term | What it means |
|---|---|
| Osteophyte | Degenerative bony spur that arises near a joint or vertebral margin and, in the spine, projects horizontally before curving. |
| Syndesmophyte | Thin vertical ossification of the outer annulus bridging vertebral corners, typical of ankylosing spondylitis. |
| DISH | Diffuse idiopathic skeletal hyperostosis: flowing anterior ossification over four or more levels with preserved discs. |
| Marginal erosion | Erosion at the bare area of a joint where synovium meets uncovered bone, typical of rheumatoid arthritis. |
| Periarticular osteopenia | Reduced bone density next to an inflamed joint, an early sign of rheumatoid arthritis. |
| Cranial settling | Upward migration of the dens toward the foramen magnum in rheumatoid arthritis. |
| Bamboo spine | Spine fused by marginal syndesmophytes in advanced ankylosing spondylitis. |
| Pencil in cup deformity | Erosive joint change of psoriatic arthritis in which one bone end tapers into a cupped partner. |
| Tophus | Soft tissue deposit of urate crystals in chronic gout, sometimes calcified. |
| Chondrocalcinosis | Calcification of hyaline or fibrocartilage, most often from calcium pyrophosphate deposition. |
| Block vertebra | Congenital failure of segmentation in which two vertebrae are fused, often with a wasp waist. |
| Hemivertebra | Wedge shaped half vertebra from failure of formation, a cause of congenital scoliosis. |
| Transitional segment | A lumbosacral vertebra with features of both lumbar and sacral segments (sacralization or lumbarization). |
| Cobb angle | Angle between lines drawn on the endplates of the most tilted end vertebrae of a scoliotic curve. |
| Risser sign | Grade of ossification and fusion of the iliac crest apophysis, used to judge remaining spinal growth. |
| Zone of transition | The border between a lesion and normal bone; narrow suggests slow growth, wide suggests aggression. |
| Permeative pattern | Innumerable tiny lucent holes in bone, a highly aggressive pattern seen in round cell tumors and infection. |
| Codman triangle | Triangle of periosteal new bone lifted at the edge of an aggressive lesion. |
| Winking owl sign | A missing pedicle on the AP spine film, a classic sign of metastasis. |
| Ivory vertebra | A uniformly dense vertebra, seen in blastic metastasis, Hodgkin lymphoma and Paget disease. |
| Nidus | Small lucent center of an osteoid osteoma surrounded by reactive sclerosis. |
| Sequestrum | Fragment of dead bone in chronic osteomyelitis; the surrounding new bone shell is the involucrum. |
| Crescent sign | Subchondral lucent line in avascular necrosis indicating subchondral fracture before collapse. |
| H shaped vertebra | Vertebra with square central endplate depressions from infarction, typical of sickle cell disease. |
| Picture frame vertebra | Enlarged vertebra with a thick cortical rim, typical of Paget disease. |
| Rugger jersey spine | Dense bands under the vertebral endplates in renal osteodystrophy. |
| Looser zone | Pseudofracture perpendicular to the cortex in osteomalacia. |
| Brown tumor | Lytic lesion of hyperparathyroidism made of fibrous tissue and giant cells. |
| Abdominal aortic aneurysm | Dilation of the abdominal aorta to 3 cm or more, often outlined by wall calcification on the lateral lumbar film. |
| Phlebolith | Normal calcified pelvic vein with a lucent center, a common mimic of a ureteral stone. |
| Pancoast tumor | Lung cancer at the apex that can destroy upper ribs and cause C8 to T1 arm pain and Horner syndrome. |
| Deep sulcus sign | Abnormally deep costophrenic angle on a supine film caused by pneumothorax. |
Check yourself
The History in a Standardized Patient Encounter
In a case management station the history is where most of the diagnosis is made and where most of the points are quietly lost. Candidates who know their orthopedic tests cold still fail history stations because they forget to introduce themselves, ask leading questions, skip the cauda equina screen or run out of time before the red flags. This chapter turns the history into a repeatable script you can run under a clock with a standardized patient, so that the diagnosis, the safety screen and the professional behaviors examiners score all happen every time.
By the end of this chapter you can
- Open a standardized patient encounter correctly: hand hygiene, introduction, patient identification with two identifiers, consent to proceed and an agreed agenda.
- Read a door card in seconds and turn it into a short list of working hypotheses that steer the questions you ask.
- Run a focused history of present illness with OPQRST, moving from open to closed questions without using leading questions.
- Ask the discriminating questions that separate disc, facet, sacroiliac, radicular, myelopathic, inflammatory and visceral pain.
- Screen every case for the red flags of cancer, infection, fracture, cauda equina syndrome, vascular emergencies and visceral disease, including the medication and anticoagulant questions.
- Take a brief, purposeful past, family, social and occupational history and explain why each item matters to diagnosis and to the safety of manual therapy.
- Recognize yellow flags and functional limitations and record them with simple outcome questions.
- Summarize the history back to the patient, check understanding, invite corrections and transition cleanly into the examination with consent.
- Avoid the classic history station errors: jargon, stacked questions, interrupting, ignoring cues and running out of time.
Section 1Opening the encounter
What a history station is testing
Practical exams of this kind usually place you in a small room with a standardized patient (SP), an actor trained to portray a case consistently and, in many formats, to score or help score your performance. You read a door card outside the room that gives the patient's name, age, sex, the reason for the visit and sometimes vital signs, then you enter and perform a task under a time limit. Some stations ask only for a history; others combine history and examination; still others follow with written items or a patient note. Scoring generally combines checklist items (did you ask about bladder function, did you ask about night pain), communication and professionalism ratings (introduction, respect, plain language, empathy), and critical actions, the small number of behaviors whose omission can sink the station regardless of everything else, such as failing to screen for a red flag that the case was written around. The exact number of stations, their timing and the weighting of each domain change over time, so read the current official candidate materials and practice to whatever timing they describe.
Think of three overlapping scores: content (the facts that matter), process (how you collected them) and safety (catching what would hurt the patient if missed). Charm without the saddle numbness question fails; a complete checklist delivered as an interrogation loses process points.
The door card: your first 30 seconds of thinking
The door card is the only information you get before the clock is running in the room, so use it. Read it for four things: who (age and sex shift the probabilities more than anything else), what (the chief complaint), the task (history only, history and exam, or focused exam) and any data (vitals, a medication, a prior diagnosis). Then build a working list of three to five hypotheses, including at least one serious condition that must not be missed. A 68 year old man with new thoracic pain should make you think of compression fracture, metastasis, aortic aneurysm or dissection, cardiac disease and herpes zoster before you think of a rib subluxation. A 24 year old woman with neck pain after a rear end collision suggests whiplash associated disorder, facet sprain, muscle strain, and a must not miss list of fracture, ligamentous instability and cervical artery dissection.
| Door card element | What it should trigger | Example |
|---|---|---|
| Age over 50 | Raise priority of cancer, fracture, vascular disease and degenerative causes | New back pain at 62: ask cancer history, weight loss, night pain, AAA symptoms |
| Trauma in the complaint | Mechanism, fracture rules, neurological symptoms | Fall, collision, sport: ask force, position, immediate symptoms, ability to walk or move the neck |
| Abnormal vital sign | Systemic illness or a contraindication | Fever: infection; BP very high: refer before manual care; tachycardia: anxiety, pain, infection, cardiac |
| Medication listed | Bleeding, bone, tendon or symptom masking risk | Warfarin or a direct oral anticoagulant, long term prednisone, bisphosphonate, fluoroquinolone |
| Task wording | What will be scored | "Obtain a focused history" means do not start an examination; "history and examination" means budget time for both |
The first minute in the room
The opening is the most predictable part of the station and the easiest place to earn reliable points. Do it the same way every time so that it costs no thought.
- Knock and enter. Make eye contact and smile appropriately to the situation (a patient in severe pain does not want a grin).
- Hand hygiene. Sanitize or wash your hands in view of the patient, or say that you are doing so if the setting is simulated.
- Introduce yourself with your name and role: "Hello, I am Dr. Patel, one of the chiropractors here."
- Identify the patient with two identifiers, usually full name and date of birth: "Can you tell me your full name and date of birth?" Asking the patient to state them, rather than reading them aloud and waiting for a nod, is the safer habit.
- Ask how they prefer to be addressed and use that name.
- Attend to comfort. Offer a seat or position of ease, notice obvious distress, and adjust the gown or drape if needed.
- State the purpose and get consent to proceed: "I would like to ask you some questions about your back and then, with your permission, examine you. Is that all right?"
- Set the agenda: "Is there anything else you were hoping we would address today?" This one question surfaces hidden concerns (a fear of cancer, a work form) that otherwise appear at the end and wreck your timing.
Consent at the start of a history
Consent in a history station is lighter than consent for an adjustment, but it still exists. You are asking permission to collect personal information and, usually, to examine afterward. A short statement of purpose with a question ("Is that all right with you?") is enough. If the SP hesitates, explore it: "You seem unsure. What worries you about that?" Never proceed over an objection. Respect for autonomy is a scored professional behavior, and an SP may be scripted to test it by declining part of the encounter. If a patient declines the examination, acknowledge it, explain what you will not be able to determine without it, offer alternatives, and document the refusal.
Rapport inside a time limit
Rapport is not small talk; there is no time for it. In a station, rapport comes from a handful of fast behaviors: using the patient's preferred name, sitting at eye level, an open posture, a brief empathy statement when the patient expresses pain or worry, and visibly listening. The most efficient empathy technique is naming and validating: "That sounds really frightening, waking up unable to move your leg" takes three seconds and earns credit on most communication scales. Avoid false reassurance ("I am sure it is nothing") before you have any data; it is both unprofessional and potentially unsafe.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Enter | Knock, enter, make eye contact | "Good morning." |
| 2. Hygiene | Sanitize hands in view | "I am just going to clean my hands first." |
| 3. Introduce | Name and role | "I am Dr. Lee, a chiropractor here at the clinic." |
| 4. Identify | Two identifiers stated by the patient | "Could you tell me your full name and date of birth, please?" |
| 5. Preferred name | Ask and then use it | "What would you like me to call you?" |
| 6. Comfort | Offer position, notice distress | "Are you comfortable sitting, or would you rather stand?" |
| 7. Purpose and consent | Explain the plan, ask permission | "I would like to ask about your back pain and then examine you. Is that all right?" |
| 8. Agenda | Elicit all concerns early | "Before we start, is there anything else you would like us to cover today?" |
| 9. Open question | Hand the floor to the patient | "Tell me what has been happening." |
Reasoning: Before entering, list hypotheses: acute mechanical low back pain (muscle strain, facet or sacroiliac sprain), discogenic pain or radiculopathy, and the must not miss group of cauda equina syndrome, infection (she is afebrile, which lowers but does not exclude it), fracture and visceral causes such as kidney stone or a gynecologic source. Enter, sanitize hands, introduce yourself, ask her to state her full name and date of birth, ask what she prefers to be called, notice she is standing and leaning on the table and say "You look really uncomfortable; please stay in whatever position is easiest." State the plan, ask permission, and ask "Is there anything else you want to make sure we talk about today?" She says she is worried she will lose her job if she cannot lift. Acknowledge it ("That is a real worry, and we will come back to work before you leave"), then open with "Tell me what happened yesterday." Critical actions: two identifiers, consent, the agenda question that surfaced a yellow flag, and a plan to screen bladder, bowel and saddle sensation later in the history.
The opening is a fixed routine: door card hypotheses, hand hygiene, introduction, two identifiers stated by the patient, preferred name, comfort, purpose with consent, and an agenda question. It costs little time, earns reliable process points, protects the patient, and sets up the rapport that makes the rest of the history fast and honest.
Section 2The focused history under time
Start open, then funnel
The history of present illness begins with an open question and a short period of uninterrupted listening. Patients who are allowed to finish their opening statement typically take well under two minutes and volunteer much of the history; interrupting early makes the history longer, not shorter, because you then have to retrieve what they would have told you. Use facilitators ("Go on," "And then?", a nod, a brief silence) to keep the story moving. When the opening statement ends, ask "Anything else?" once, then move to focused questions to fill in what is missing, and finish with closed questions for specific yes or no facts such as red flags. This open to closed movement is the question funnel.
The chief complaint
Record the chief complaint in the patient's words and confirm its location by asking the patient to point with one finger. "My back" can mean the thoracolumbar junction, the lumbosacral junction, the sacroiliac joint or the flank; the one finger test localizes it instantly and differentiates a focal source (a finger pointing to the posterior superior iliac spine suggests the sacroiliac joint, the Fortin finger sign) from a diffuse one (a sweeping hand over the whole region). If there is more than one complaint, list them all and ask which matters most today.
OPQRST, done efficiently
Most graduates know OPQRST; the station skill is asking each element in one natural question and not missing any. Some programs teach the variant OPPQRST (with palliative and provocative separated) or add A for associated symptoms and U for "what do you think it is" (understanding). Associated symptoms should never be skipped, because they are where numbness, weakness, bladder change, fever and visceral clues appear.
| Element | Natural one line question | What answers point toward |
|---|---|---|
| Onset | "When did this start, and what were you doing?" | Specific event: strain, sprain, disc or fracture; insidious: degenerative, inflammatory, neoplastic; sudden without cause: disc, vascular, visceral |
| Provocation | "What makes it worse?" | Flexion, sitting, coughing: disc; extension, rotation, standing: facet or stenosis; walking with relief on sitting or bending forward: neurogenic claudication; nothing changes it: nonmechanical |
| Palliation | "What makes it better? Have you tried anything?" | Rest relief: mechanical; exercise relief: inflammatory; no relief at all: red flag; medication response |
| Quality | "How would you describe the pain?" | Dull ache: somatic; sharp shooting or electric: radicular; burning: neuropathic; tearing: dissection; colicky: visceral hollow organ |
| Region and radiation | "Show me where it is. Does it go anywhere else?" | Below the knee or elbow in a band: radicular; diffuse above the knee: somatic referred; flank to groin: kidney stone |
| Severity | "On a scale of 0 to 10, where is it now, at best and at worst?" | Baseline for outcomes; severity out of proportion to findings raises suspicion of serious disease or central sensitization |
| Timing | "Is it constant or does it come and go? Is it worse at any time of day or night?" | Morning stiffness over 30 minutes: inflammatory; end of day: mechanical or degenerative; constant night pain not eased by position: tumor or infection |
| Associated symptoms | "Have you noticed anything else with it, like numbness, tingling or weakness?" | Neurological involvement, systemic illness, visceral symptoms |
Prioritizing questions that change the diagnosis
Under time, every question should earn its place by changing the probability of a hypothesis or clearing a danger. Experienced clinicians ask far fewer questions than novices but ask the discriminating ones. A useful habit is to ask yourself, before each question, "If the answer is yes, what would I do differently?" If the answer is nothing, skip it or save it for the end.
| Hypotheses to separate | Discriminating question | Why it helps |
|---|---|---|
| Disc versus facet | "Is it worse sitting and bending forward, or standing and leaning back?" | Flexion and sitting load the disc; extension and rotation load the facets |
| Radicular versus somatic referred | "Does the pain go below your knee? Is it worse in the leg or the back?" | Radicular pain is usually leg dominant and often below the knee; somatic referral usually stays above it |
| Radiculopathy | "Any numbness or weakness, like catching your toe or dropping things?" | Objective deficit changes the urgency and the examination |
| Neurogenic versus vascular claudication | "When your legs hurt on walking, does standing still help or do you have to sit or bend forward?" | Vascular claudication eases on standing still; neurogenic claudication needs flexion or sitting and is often easier walking uphill or leaning on a cart |
| Inflammatory versus mechanical | "How long are you stiff in the morning? Does exercise help or hurt?" | Prolonged stiffness that improves with movement suggests spondyloarthritis |
| Myelopathy | "Any clumsiness in the hands, trouble with buttons, or a change in how you walk?" | Cord signs change management to referral |
| Musculoskeletal versus visceral | "Does moving or changing position change the pain at all?" | Visceral pain is largely unaffected by movement and linked to organ function such as eating, urination or exertion |
Mechanism of injury questions
When trauma is involved, mechanism predicts injury and drives the fracture screen. For a collision ask direction of impact, seat belt and headrest, head position at impact, loss of consciousness, ability to walk at the scene and when symptoms began; for a fall ask height and what landed first; for lifting ask load and posture (flexion with rotation is the classic disc mechanism). Inability to bear weight, midline tenderness, neurological symptoms or a dangerous mechanism flag possible fracture and imaging before manual care.
Avoiding leading questions
A leading question suggests the answer: "The pain is worse when you bend forward, right?" or "You have not had any bladder problems, have you?" Leading questions corrupt the data, and standardized patients are often trained to respond to them in a way that exposes the error, for example by simply agreeing. Neutral phrasing gives the patient room to answer either way: "What happens to the pain when you bend forward?" A related trap is the stacked question, several questions in one breath ("Any fever, chills, weight loss or night sweats?"). The patient answers only the last item, or says "no" to the bundle, and you have screened nothing. Ask red flag items one at a time or in small clusters with a pause for each answer.
| Avoid | Problem | Better |
|---|---|---|
| "It is a sharp pain, isn't it?" | Leading | "How would you describe the pain?" |
| "No bladder problems?" | Leading toward no | "Have you noticed any change in how your bladder works?" |
| "Any fever, chills, sweats or weight loss?" | Stacked | "Have you had a fever?" pause, "Have you lost weight without trying?" pause |
| "Do you have radiculopathy symptoms?" | Jargon | "Does the pain shoot down your leg? Any numbness or tingling?" |
| "It is probably just a pulled muscle." | Premature closure and false reassurance | "I will have a better idea once I examine you." |
Responding to cues
Standardized patients are often scripted with cues, small verbal or nonverbal hints that should prompt a follow up: a pause before answering, "well, my dad had something like this," a wince, a comment about stress or about losing weight "but I have been dieting." A cue you ignore is usually a checklist item you lose. Pick it up immediately: "You mentioned your dad. What happened to him?" Many cases hinge on a single cue that converts a mechanical story into a red flag.
Reasoning: Hypotheses: L5 or S1 radiculopathy from disc herniation, lateral recess or foraminal stenosis, piriformis or deep gluteal syndrome, hip pathology, and the must not miss group of metastasis (age over 50), cauda equina syndrome and vascular claudication or aneurysm. After the opening, ask "Tell me about the pain in your leg." He describes burning pain from the buttock to the outside of the calf and the top of the foot, worse sitting. Funnel: "Does it go below your knee?" (yes, to the foot), "Is the leg or the back worse?" (leg), "What happens when you cough or sneeze?" (shoots down the leg), "Any numbness?" (top of the foot), "Any weakness, like catching your toe?" (he trips on curbs). That pattern is L5. Now the closed screen one item at a time: saddle sensation, bladder and bowel function, sexual function, both legs or one, progression of weakness, cancer history, weight loss, night pain, fever. Pick up any cue (he mentions "my PSA was a little high last year"): that is a cancer cue at age 56 with nerve root pain and must be explored and documented. Critical actions: neutral wording, single item red flag questions, the cancer cue followed, and a transition that plans heel walking, great toe extension strength and dermatomal testing in the examination.
Open, listen, funnel. Let the patient tell the story, fill gaps with OPQRST including associated symptoms, then spend your remaining questions on the few that separate your hypotheses. Phrase questions neutrally, ask one thing at a time, chase every cue, and protect the time you need for the red flag screen.
Section 3Red flag and system questions that must not be skipped
Why the red flag screen is the core of the station
Most spinal and extremity complaints seen by chiropractors are mechanical and benign, which is exactly why the board tests the exceptions. A case management station is often written around one serious condition hidden inside an ordinary story: the "muscle strain" that is a compression fracture in a patient on long term prednisone, the "sciatica" with a new urinary hesitancy, the "upper back pain" that is an aortic dissection. The red flag screen is what proves you are safe to practice as a primary contact provider. Individually, most red flags have modest diagnostic accuracy and many patients with benign pain have one or two; their value lies in combinations, in the context of the whole story, and in the fact that missing the few true positives is catastrophic. In a station, ask the screen every time, ask it neutrally and one item at a time, and follow up any positive answer.
The red flag families
Organize the screen into families so that it is fast and complete. For a spinal complaint, every history should touch cancer, infection, fracture, cauda equina or cord compromise, vascular causes, visceral causes and medications. Extremity and headache cases have their own additions.
| Family | Questions to ask (one at a time) | High risk answers |
|---|---|---|
| Cancer | "Have you ever been diagnosed with cancer?" "Have you lost weight without trying?" "Does the pain wake you or stay at night no matter how you lie?" "Have you tried treatment that has not helped?" | Prior cancer (breast, lung, prostate, kidney, thyroid, myeloma), unexplained weight loss (about 10 lb or 5 percent in 6 months), age over 50, constant night pain, failure of conservative care after about a month |
| Infection | "Any fever, chills or sweats?" "Any recent infection, surgery, dental work or procedure?" "Any conditions or medicines that lower your immunity?" "Have you ever injected drugs?" | Fever, recent urinary or skin infection, spinal procedure, diabetes, immunosuppression, injection drug use, indwelling catheter |
| Fracture | "Did you fall or have any injury?" "Have you been told you have thin bones?" "Have you taken steroid tablets for a long time?" | Significant trauma, minor trauma in an older or osteoporotic patient, prolonged corticosteroids, age over 70, sudden onset after a cough or bend in an older woman |
| Cauda equina and cord | "Any numbness around your bottom or between your legs?" "Any change in passing urine, like difficulty starting, not feeling it, or leaking?" "Any change in bowel control?" "Any change in sexual function?" "Is the pain or numbness in one leg or both?" "Is any weakness getting worse?" For the neck: "Any clumsy hands or trouble walking?" | Saddle anesthesia, urinary retention or incontinence, fecal incontinence, sexual dysfunction, bilateral sciatica, progressive motor loss, gait disturbance or hand clumsiness |
| Vascular | Abdominal aorta: "Any throbbing or pulsing in your belly?" "Do you smoke or have high blood pressure?" Cervical arteries: "Any dizziness, double vision, trouble speaking or swallowing, drop attacks, facial numbness or unsteadiness?" "Is this headache or neck pain different from anything before?" | Tearing or ripping pain, pulsatile abdominal mass, older male smoker, new severe unilateral neck pain with headache, any brainstem or hemispheric neurological symptom |
| Visceral | "Does the pain change with eating, passing urine or bowel movements?" "Any burning on urination or blood in the urine?" "Any chest pain or breathlessness with exertion?" For women: "When was your last period? Could you be pregnant? Any unusual bleeding or discharge?" | Pain unrelated to movement, colicky flank pain to the groin, hematuria, exertional chest, jaw or arm pain, postprandial pain, abnormal menstrual or pregnancy history |
| Medications | "What medicines do you take, including over the counter and supplements?" "Do you take any blood thinners?" "Any steroids?" | Anticoagulants, long term corticosteroids, recent fluoroquinolone, statin with myalgia, bisphosphonate (thigh pain and atypical femoral fracture), opioids masking symptoms |
Cauda equina syndrome: ask it every lumbar case
Cauda equina syndrome (CES) is compression of the lumbosacral nerve roots below the conus medullaris, most often by a large central disc herniation at L4 to L5 or L5 to S1; tumor, epidural abscess, hematoma and fracture are other causes. Its early features (bilateral or alternating sciatica, altered saddle sensation, a subtle change in urinary stream or sensation) are easy to miss, and outcomes depend heavily on how quickly decompression occurs, especially before established urinary retention. That makes the CES questions a classic critical action. Ask about saddle or perineal numbness, urinary change (hesitancy, poor stream, loss of the sensation of a full bladder, retention, overflow incontinence), bowel change (loss of control or sensation), sexual dysfunction, bilateral leg symptoms and progressive weakness. Use plain anatomical words the patient understands: "the area you would sit on a bicycle seat," "when you wipe after the toilet, does it feel normal?"
If any of these are new, the station has changed from a history to an emergency: stop, explain your concern honestly and calmly, do not examine further than needed or treat, and arrange same day emergency evaluation with MRI and surgical assessment. Do not send the patient home to "see how it goes." Document the time, what was found and to whom the patient was referred.
Cervical spine and headache red flags
Neck pain and headache cases add vascular and neurological screens. Cervical artery dissection (vertebral or internal carotid) classically presents as new, severe, often unilateral neck pain or headache that the patient describes as unlike any previous pain, sometimes after minor trauma or sudden neck movement, and it may be followed by ischemic signs. The posterior circulation symptoms are often remembered as the 5 D's and 3 N's: dizziness, diplopia, dysarthria, dysphagia and drop attacks; nausea, numbness (often facial or perioral) and nystagmus, plus ataxia. Internal carotid dissection may add a partial Horner syndrome (ptosis and miosis), pulsatile tinnitus or hemispheric signs. A patient who describes these symptoms is a referral, not a treatment candidate.
For headache, the SNOOP list organizes the red flags: Systemic symptoms (fever, weight loss, cancer, immunosuppression), Neurological signs or symptoms (confusion, weakness, visual loss, papilledema), Onset sudden (thunderclap, maximal within a minute: subarachnoid hemorrhage until proven otherwise), Older age at onset (new headache after 50: consider giant cell arteritis, with jaw claudication, scalp tenderness and visual symptoms), and Pattern change (progressive, positional, worse with Valsalva, or a change in a long standing headache). Ask about pregnancy and the postpartum period, recent head trauma and anticoagulant use as well.
For neck pain after trauma, the fracture questions follow the logic of the Canadian C-spine rule: high risk factors (age 65 or more, a dangerous mechanism such as a fall from height, high speed collision, rollover or ejection, or limb paresthesias) and whether the patient could sit up, walk or rotate the neck afterward. Upper motor neuron symptoms (hand clumsiness, gait change, Lhermitte sign) raise the question of cervical myelopathy.
Thoracic and visceral screens
Thoracic pain carries the highest density of visceral mimics, so the history must ask whether pain relates to breathing (pleuritic pain from pleurisy, pulmonary embolus or pneumothorax), exertion (angina), eating (gallbladder, peptic ulcer, pancreas) and position (mechanical). Ask about cough, breathlessness, sweating, nausea, a rash (herpes zoster may begin with dermatomal pain days before the rash), and risk factors for cardiac and vascular disease. Sudden severe tearing chest or interscapular pain is aortic dissection until proven otherwise; this is an emergency services call.
| Musculoskeletal complaint | Visceral mimic | History clue |
|---|---|---|
| Left shoulder, arm or jaw pain | Myocardial ischemia | Comes with exertion, eases with rest, sweating, breathlessness, nausea |
| Right shoulder or scapular pain | Gallbladder disease | After fatty meals, right upper quadrant discomfort, nausea |
| Midthoracic pain | Peptic ulcer, pancreatitis, aortic disease, esophageal disease | Relation to meals or alcohol, tearing quality, dysphagia |
| Flank or low back pain | Kidney stone, pyelonephritis | Colicky pain to the groin, restlessness, hematuria, fever and dysuria |
| Low back pain in an older smoker | Abdominal aortic aneurysm | Deep pulsing or tearing pain, pulsatile abdominal mass, unrelated to movement |
| Low back or pelvic pain in women | Endometriosis, ovarian cyst, ectopic pregnancy, pelvic inflammatory disease | Cyclic pattern, abnormal bleeding, possible pregnancy, fever and discharge |
| Sacral or low back pain in older men | Prostate disease or cancer | Urinary symptoms, elevated PSA, weight loss |
Medications and anticoagulants
The medication history is both a diagnostic clue and a safety screen for manual therapy. Ask for every prescription, over the counter drug and supplement, then ask the high yield classes by name, because patients forget them. Anticoagulants do not automatically forbid all manual care, but they change force, technique and the threshold for imaging after trauma, and a patient on one with a new severe headache or neurological sign needs emergency evaluation for bleeding. Ask about allergies at the same time.
| Medication class | Clinical relevance in the station |
|---|---|
| Anticoagulants (warfarin, apixaban, rivaroxaban, dabigatran) | Bleeding risk; modify force and technique; low threshold for imaging after trauma; new headache or deficit is an emergency |
| Corticosteroids (long term) | Osteoporosis and fracture, infection risk, masked fever, avascular necrosis |
| Fluoroquinolones | Tendinopathy and tendon rupture, especially Achilles |
| Statins | Myalgia, rarely rhabdomyolysis |
| Bisphosphonates | Atypical femoral fracture with prodromal thigh pain |
Reasoning: At 72 with sudden thoracic pain, the hypotheses are osteoporotic compression fracture, metastasis or myeloma, herpes zoster, aortic disease, cardiac or pulmonary pain, and mechanical thoracic pain last. After the opening and open question, she says the pain started when she lifted a laundry basket. OPQRST: sharp band like pain at the level of her bra strap, worse with standing and turning in bed, eased lying still, no radiation down the legs. Now the families, one item at a time. Fracture: "Have you been told you have thin bones?" (yes, osteopenia) "Have you taken steroid tablets?" (prednisone for polymyalgia for two years). Cancer: prior breast cancer 15 years ago, no weight loss, pain at night only when turning. Infection: no fever. Vascular: "Is the pain tearing or ripping? Does it go to your chest?" (no). Visceral: no relation to eating or breathing. Neurological: no leg weakness, no bladder change, no band of numbness. Medications: prednisone, calcium, apixaban for atrial fibrillation. Critical actions: identify the steroid and osteopenia history as a high probability of compression fracture, note the past breast cancer that keeps metastasis on the list, flag the anticoagulant as a manual therapy safety issue, and plan imaging before any thoracic manipulation.
Screen every spinal case across seven families: cancer, infection, fracture, cauda equina and cord, vascular, visceral and medications. Ask one item at a time in plain words, give cauda equina and the anticoagulant question special priority, and treat any new positive as a change of plan, not a box to tick.
Section 4Past, family, social and occupational history in brief
Purpose, not completeness
The past, family and social history (PFSH) is where a station history differs most from a real new patient intake. In clinic you collect all of it; in a station you ask the items that change the diagnosis, the safety of care or the plan, and you ask them fast. Signpost the shift ("I would like to ask a little about your health in general"), then move briskly through each part with one or two questions. Many checklists award points for touching each domain, so a brief question in each is better than a long excursion into one.
Past medical history
Ask about prior episodes of the same problem ("Have you had this before? What helped?"), then surgeries, fractures, hospitalizations and the chronic conditions that alter diagnosis or the safety of care, summarized below. Ask about allergies with the medications.
| Past history item | Why it matters in a chiropractic station |
|---|---|
| Prior episodes and response to care | Recurrence pattern, likely prognosis, what to repeat or avoid |
| Spinal surgery or fusion, hardware | Contraindication to manipulation at the fused or instrumented level; altered biomechanics above and below |
| Cancer | Metastasis risk; bone involvement changes technique and imaging |
| Osteoporosis | Fracture risk; low force techniques, imaging after minor trauma |
| Rheumatoid arthritis, Down syndrome | Atlantoaxial instability; upper cervical manipulation contraindicated until stability is established |
| Ankylosing spondylitis | Fused spine fractures after minor trauma; manipulation of ankylosed segments contraindicated |
| Diabetes | Infection risk, peripheral neuropathy confusing the neurological exam, vascular disease |
| Bleeding or clotting disorder | Hemarthrosis, epidural hematoma, deep vein thrombosis |
| Cardiovascular disease, hypertension | Visceral mimics, vascular risk, vital sign thresholds for care |
Family history
Family history is short but occasionally decisive. Ask about inflammatory arthritis and its relatives (ankylosing spondylitis, psoriasis, inflammatory bowel disease, uveitis), since HLA-B27 associated disease clusters in families; then cancer, aneurysm, early cardiovascular disease, connective tissue disorders and a parent with hip fracture (a FRAX risk factor). One screening question covers most of it; unbundle any yes.
Social history
Tobacco in pack years (disc degeneration, delayed healing, osteoporosis, lung cancer with spinal metastasis, aneurysm), alcohol (falls, fractures, pancreatitis, avascular necrosis), drugs including injection use (spinal infection), activity and sport, sleep, and home support. Mood and beliefs are where the yellow flags appear, and a station patient may be scripted with them.
Ask about the patient's understanding and expectations: "What do you think is causing this?" and "What are you hoping we can do?" These two questions surface fear avoidance beliefs ("I think my spine is crumbling, so I have stopped moving"), catastrophizing, unrealistic expectations and hidden worries such as cancer. They also give you the language for the explanation at the end of the encounter.
| Flag type | What it is | Station question |
|---|---|---|
| Yellow | Psychological factors predicting chronicity: fear avoidance, catastrophizing, low mood, passive coping | "How is this affecting your mood?" "What do you think will happen if you keep moving?" |
| Blue | Perceptions about work: feeling that work causes harm, low support, high demand | "How do you feel about going back to work?" |
| Black | System and contextual obstacles: compensation rules, litigation, employer policy | "Is there a work claim or legal case connected with this?" |
| Orange | Psychiatric illness needing specialist care | "Have you had thoughts of harming yourself?" when mood is clearly low |
If a patient discloses suicidal thoughts or abuse, the station has changed again. Respond with empathy, ask directly about intent, plan and safety, do not leave the patient alone if risk is immediate, and follow the referral pathway for urgent mental health or safety support. Examiners score this as a safety critical action just as they would a cauda equina finding.
Occupational history
Ask the job title and, more importantly, what the patient actually does physically: lifting (how much, how often, from what height), sustained sitting or standing, driving (whole body vibration), overhead work, repetitive hand use, keyboard and screen set up. Ask whether the problem began at work (a work injury has reporting and documentation implications), whether they are working now, on modified duty or off work, and what they need to be able to do to return. This shapes functional goals ("lift 40 lb from floor to waist" is a measurable goal for a warehouse worker) and identifies occupational risk factors and blue flags.
Reasoning: A young man with months of back stiffness: think axial spondyloarthritis early, alongside mechanical back pain, spondylolysis and disc disease. OPQRST gives insidious onset, morning stiffness lasting about an hour, improvement after a shower and exercise, worse with rest, waking in the second half of the night, alternating buttock pain. That is an inflammatory back pain profile. Now let the PFSH confirm it: past history of a painful red eye treated with drops (anterior uveitis), a swollen Achilles tendon last year (enthesitis); family history: "My dad has a really stiff back and psoriasis"; social history: smokes half a pack a day for eight years (four pack years; smoking worsens progression in spondyloarthritis); occupation: forklift driver with long sitting. Critical actions: picking up the eye and heel cues instead of moving on, asking the family history question that revealed the hereditary clue, and the bowel question (inflammatory bowel disease is associated). Plan to transition to an examination including chest expansion, Schober test and sacroiliac assessment, and to explain that blood work and imaging will likely be needed with rheumatology co management.
In a station the past, family, social and occupational history is brief and purposeful: prior episodes and serious conditions that alter safety, heritable disease, smoking, alcohol and drugs, the physical demands and status of work, function, and the patient's own beliefs and expectations. Touch every domain, chase every cue, and treat disclosures of self harm or abuse as safety emergencies.
Section 5Summarizing and transitioning to the exam
Why the summary earns points
The summary is where the examiner hears your reasoning: two or three sentences of key positives and key negatives prove you collected the right data, and the patient gets a chance to correct an error before it reaches your diagnosis and note. Checklists often score "summarized" and "checked accuracy" as separate items.
Structure of a station summary
- Signpost: "Let me make sure I have understood everything correctly."
- Restate the story in plain language: who, what, since when, how it started, the main pattern.
- State the important negatives aloud, especially the red flags you cleared: "You have not noticed any numbness between your legs or changes with your bladder or bowels, and you have had no fever or weight loss."
- Include the patient's concern and goals: "And you are worried about getting back to lifting at work."
- Check accuracy: "Did I get that right? Is there anything I have missed or anything you would like to add?"
- Respond to any correction or new information, which may send you back to a red flag question.
Keep the summary short. A long recitation of every answer wastes the clock and sounds like reading a list. The summary should contain what you would put in the first lines of the patient note: the working impression in lay terms and the facts that support it, plus the safety negatives.
Explaining what comes next
The transition to the examination needs three things: an explanation of what the examination involves, a check on comfort and modesty, and consent. Say which areas you will examine and whether clothing needs to be adjusted, offer a gown and drape, and offer a chaperone for any sensitive examination or whenever the patient would prefer one. Explain that some tests may reproduce the pain and that the patient should tell you immediately if anything is too uncomfortable, and that they can ask you to stop at any time.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Signpost | Pause and face the patient | "Let me make sure I have understood you correctly." |
| 2. Summarize positives | Restate the core story in lay terms | "For two weeks you have had low back pain that shoots down the back of your right leg to the foot, worse with sitting and coughing." |
| 3. Summarize negatives | State the cleared red flags | "No numbness between the legs, no bladder or bowel change, no fever, no weight loss, no history of cancer." |
| 4. Concern and goals | Reflect the patient's agenda | "And you want to get back to coaching your son's team." |
| 5. Check accuracy | Invite correction | "Did I get that right? Anything to add?" |
| 6. Explain the examination | Say what and why | "Next I would like to examine your back, check the nerves to your legs and do some tests that may reproduce the pain." |
| 7. Modesty and chaperone | Offer gown, drape and chaperone | "You will need to change into a gown; I will step out. Would you like someone else present?" |
| 8. Consent and stop rule | Obtain consent, set the stop signal | "Is that all right? Tell me right away if anything is too painful and I will stop." |
When the history changes the plan
If the history has revealed an emergency, the transition is to referral, not to an examination. Minimal assessment that does not delay care (vital signs, a quick neurological screen) is reasonable; provocative tests and treatment are not. Explain the concern plainly, arrange the right level of care, do not let a patient with possible stroke or dissection drive, and document. Chapter 7 develops these scenarios.
| History finding | Transition | What you say |
|---|---|---|
| Routine mechanical presentation, red flags negative | Proceed to the planned examination | "Thank you, that is very helpful. Next I would like to examine you." |
| Possible fracture, cancer or infection, stable patient | Careful examination, no provocative or manipulative procedures, plan imaging or labs and referral | "Some of what you have told me means I want to rule out a few things before any treatment." |
| New saddle anesthesia, urinary retention or progressive weakness | Same day emergency referral | "These symptoms can mean the nerves at the bottom of your spine are under pressure, which needs to be checked in the emergency department today." |
| Stroke or dissection symptoms, thunderclap headache, tearing chest pain | Call emergency services, stay with the patient | "I am concerned this may involve a blood vessel. I am calling for emergency help now." |
| Disclosed suicidal intent or abuse | Safety assessment and urgent appropriate referral | "Thank you for telling me. Your safety matters most right now. Let us work out together who can help today." |
Reasoning: The history reveals a rear end collision at moderate speed, head turned left at impact, headrest low, neck pain starting that evening, occipital headache, no loss of consciousness, walking at the scene. Red flags: no midline bony tenderness she is aware of, no arm numbness or weakness, no dizziness, no double vision, no trouble speaking or swallowing, no drop attacks, no facial numbness, the headache is not the worst of her life and not worsening, no anticoagulants. Summary aloud: "So since the collision four days ago you have had neck pain and a headache at the back of your head, worse turning your head, with no numbness or weakness in your arms, no dizziness, vision or speech problems, and the headache is steady rather than getting worse. You are worried about missing work as a dental hygienist. Did I get that right?" She adds: "Actually, yesterday the left side of my face felt funny for a few minutes." That correction converts the station: transient facial numbness after a neck injury is a possible posterior circulation symptom of vertebral artery dissection. Critical actions: do not proceed to provocative cervical testing or manipulation, take vital signs and a quick neurological and cranial nerve screen if it does not delay care, explain your concern calmly, arrange urgent emergency evaluation with vascular imaging, advise her not to drive herself, and document. The summary was what exposed the missing fact.
End the history with a short summary of the key positives and the red flag negatives, the patient's concerns and goals, and an explicit accuracy check. Then explain the examination, offer gown, drape and chaperone, and obtain consent with a stop signal. If the history has uncovered an emergency, the transition is to referral, not to testing.
The chapter in one breath
- History stations score content (the right facts), process (communication and professionalism) and safety (critical actions); aim for all three every time and check official candidate materials for current format and timing.
- Use the door card to build three to five hypotheses, including a must not miss diagnosis, before you enter.
- Open the same way every time: hand hygiene, introduction, two identifiers stated by the patient, preferred name, comfort, purpose with consent, and an agenda question.
- Start with an open question and listen, then funnel through OPQRST with associated symptoms, then ask the discriminating questions that separate your hypotheses.
- Closed questions are fine; leading and stacked questions are not. Ask red flags one at a time in plain words.
- Pick up every cue: a parent with a similar problem, an old cancer, a "funny feeling" in the face, a recent infection.
- Screen seven red flag families in every spine case: cancer, infection, fracture, cauda equina and cord, vascular, visceral and medications.
- The cauda equina questions (saddle sensation, bladder, bowel, sexual function, both legs, progressive weakness) are the most common critical omission in low back stations.
- Neck and headache cases add the 5 D's and 3 N's of vertebrobasilar ischemia and the SNOOP headache red flags.
- Always ask about anticoagulants and long term corticosteroids, which change both diagnosis and the safety of manual care.
- Keep the PFSH brief and purposeful: prior episodes, serious conditions, heritable disease, smoking and alcohol, work demands, function and the patient's own beliefs and yellow flags.
- Summarize positives and red flag negatives aloud, check accuracy, then explain the exam, offer drape and chaperone, and obtain consent; an emergency turns the transition into a referral.
Words worth knowing
| Term | What it means |
|---|---|
| Standardized patient | A trained actor who portrays a scripted clinical case consistently for teaching or assessment and may help score the encounter. |
| Door card | The brief written information posted outside a station: patient details, the reason for the visit, sometimes vital signs, and the task to perform. |
| Critical action | A behavior so important to patient safety or the case that its omission can fail the station regardless of other performance. |
| Two identifiers | Two independent pieces of patient information, usually full name and date of birth, used to confirm identity before care. |
| History of present illness | The detailed chronological account of the current problem, organized with a framework such as OPQRST. |
| OPQRST | Mnemonic for onset, provocation and palliation, quality, region and radiation, severity and timing of a symptom. |
| Leading question | A question worded to suggest the expected answer, which biases the history. |
| Cue | A verbal or nonverbal hint from the patient that signals information worth exploring. |
| Discriminating question | A question whose answer meaningfully raises or lowers the probability of one hypothesis over another. |
| Fortin finger sign | The patient points with one finger to an area just inferomedial to the posterior superior iliac spine, suggesting sacroiliac joint pain. |
| Red flag | A history or examination feature that raises suspicion of serious pathology needing urgent investigation or referral. |
| Cauda equina syndrome | Compression of the lumbosacral nerve roots below the conus, producing saddle anesthesia, bladder, bowel and sexual dysfunction and leg weakness; a surgical emergency. |
| Saddle anesthesia | Numbness of the perineum, buttocks and inner thighs in the S3 to S5 distribution. |
| Neurogenic claudication | Leg pain or heaviness with walking or standing from lumbar spinal stenosis, relieved by sitting or flexing the spine. |
| Vascular claudication | Exertional calf or leg pain from arterial insufficiency, relieved by simply standing still. |
| 5 D's and 3 N's | Memory aid for posterior circulation ischemia: dizziness, diplopia, dysarthria, dysphagia, drop attacks; nausea, numbness, nystagmus. |
| Cervical artery dissection | A tear in the wall of a vertebral or internal carotid artery that can cause neck pain, headache and stroke. |
| SNOOP | Headache red flag mnemonic: systemic symptoms, neurological signs, sudden onset, older age at onset, pattern change. |
| Direct oral anticoagulant | An anticoagulant such as apixaban, rivaroxaban or dabigatran that acts directly on factor Xa or thrombin. |
| PFSH | Past, family and social history, the background history that follows the present illness. |
| Yellow flags | Psychosocial factors such as fear avoidance, catastrophizing and low mood that predict persistent pain and disability. |
| Fear avoidance | The belief that activity will cause harm, leading the patient to avoid movement and become more disabled. |
| Inflammatory back pain | Back pain with insidious onset before about age 40, morning stiffness, improvement with exercise and not with rest, and night pain. |
| Teach back | Asking the patient to explain information in their own words to confirm understanding. |
| Chaperone | A third person present during an examination to support the patient's comfort and safety and protect both parties. |
Check yourself
Performing the Examination in a Station
An examination station rewards what the examiner can see and hear: a test performed with the correct hand placement, in the correct position, explained to the patient, and finished with the finding stated aloud. Knowing that Spurling test suggests a cervical radiculopathy earns nothing if you do it with the head in flexion and then say nothing. This chapter turns the vital signs, orthopedic and neurological examinations into performance routines you can run under time, safely, with the reasoning that tells you which tests deserve the minutes you have.
By the end of this chapter you can
- Measure blood pressure, pulse and respiration with correct technique, recognize the common measurement errors, and interpret values against current adult categories.
- Perform an efficient general inspection, posture and gait screen and state findings aloud in plain clinical language.
- Perform the core cervical, thoracic, lumbar and pelvic orthopedic tests correctly and say what a positive finding is and what it suggests.
- Perform the core shoulder, elbow, wrist and hand, hip, knee and ankle tests with correct positioning, and apply the Ottawa rules.
- Run a regional neurological screen of dermatomes, myotomes and deep tendon reflexes, grade the findings, and check for upper motor neuron signs.
- Perform rapid cranial nerve and cerebellar screens and know when they are mandatory.
- Use sensitivity and specificity (SnNout and SpPin) and test clusters to choose a short, hypothesis driven test list.
- Maintain draping, consent, communication and safety throughout, and stop testing when a finding changes the plan.
Section 1Vital signs and general examination performance
Why vital signs are scored
Vital signs are the first screen for systemic illness and the first safety check before manual care. A fever turns back pain into a possible infection, a very high blood pressure turns a neck adjustment into a referral, and a fast irregular pulse may be atrial fibrillation in a patient whose "dizziness" you were about to attribute to the neck. In a station, vitals may be given on the door card or you may be asked to measure them. When you measure them, examiners score technique step by step, so the routine must be exact. When they are given, read them and act on any abnormal value.
Blood pressure technique
Correct technique matters because small errors produce large, predictable distortions. Prepare the patient: seated with the back supported, feet flat, legs uncrossed, quiet for a few minutes, no talking during the reading, ideally no caffeine, exercise or smoking in the previous 30 minutes. Bare the upper arm (a sleeve pushed up can act as a tourniquet). Support the arm so the cuff is at heart level (mid sternum).
- Choose the cuff size. The bladder length should encircle about 80 percent of the arm and its width about 40 percent of the arm circumference. A cuff that is too small overestimates pressure; too large underestimates it.
- Place the cuff snugly with the bladder center (often marked with an arrow) over the brachial artery on the medial arm and the lower edge about 2 to 3 cm above the antecubital crease.
- Estimate systolic pressure by palpation. Palpate the radial (or brachial) pulse, inflate until it disappears, note that value, and deflate fully. This prevents missing an auscultatory gap, a silent interval in some hypertensive patients that can cause systolic pressure to be underestimated.
- Auscultate. Place the stethoscope bell or diaphragm lightly over the brachial artery in the antecubital fossa, not tucked under the cuff. Inflate to 20 to 30 mmHg above the palpated systolic value.
- Deflate at 2 to 3 mmHg per second. Faster deflation underestimates systolic and overestimates diastolic pressure.
- Read the Korotkoff sounds. The first appearance of repetitive tapping sounds (phase I) is systolic; the disappearance of sounds (phase V) is diastolic in adults. Record to the nearest 2 mmHg.
- Deflate fully, wait about a minute before repeating, and average two or more readings. At a first visit, measure both arms and use the higher arm thereafter; a consistent difference over about 10 to 15 mmHg suggests subclavian or aortic disease and is noteworthy in a patient with arm or neck symptoms.
| Error | Effect on reading |
|---|---|
| Cuff too small for the arm | Falsely high |
| Cuff too large | Falsely low |
| Arm below heart level | Falsely high (hydrostatic pressure) |
| Arm above heart level | Falsely low |
| Unsupported arm or back, legs crossed | Falsely high (isometric muscle work) |
| Talking during the reading, full bladder, recent caffeine or nicotine | Falsely high |
| Cuff over clothing | Unreliable, usually high |
| Deflating too fast | Systolic underestimated, diastolic overestimated |
| No palpatory estimate, auscultatory gap present | Systolic underestimated |
| Single reading, no rest period | Often high (white coat effect, anxiety) |
Interpreting blood pressure
The adult categories most commonly taught in the United States are: normal under 120/80; elevated 120 to 129 systolic with diastolic under 80; stage 1 hypertension 130 to 139 systolic or 80 to 89 diastolic; stage 2 hypertension 140 or higher systolic or 90 or higher diastolic. A reading over 180 systolic and/or 120 diastolic is a hypertensive crisis: with signs of target organ damage (chest pain, breathlessness, neurological deficit, visual change, confusion, severe headache) it is an emergency for which you call emergency services; without symptoms it calls for prompt medical evaluation and you should not proceed with manual therapy that day. Recheck any abnormal value after rest before acting, unless the patient is symptomatic. Very low blood pressure with dizziness, fainting or postural change also needs attention; orthostatic hypotension is a fall of 20 mmHg systolic or 10 mmHg diastolic within about three minutes of standing.
Pulse, respiration and temperature
Pulse: palpate the radial artery with the pads of the index and middle fingers (never the thumb, which has its own pulse). If the rhythm is regular, count for 30 seconds and double; if irregular, count a full 60 seconds and note whether it is regularly irregular or irregularly irregular (the latter suggests atrial fibrillation, a stroke risk factor). Normal resting adult rate is 60 to 100 beats per minute; note rate, rhythm and volume. Respiration: count for 30 to 60 seconds while appearing to still take the pulse, because patients change their breathing when they know it is being watched; normal adult rate is 12 to 20 breaths per minute. Note effort, accessory muscle use and pattern. Temperature: normal oral temperature is about 97.8 to 99.1°F (36.5 to 37.3°C), and 100.4°F (38.0°C) or higher is the usual threshold for fever. Pulse oximetry, height, weight and body mass index may also be part of the vitals in some stations.
| Vital sign | Adult reference value | Station action if abnormal |
|---|---|---|
| Blood pressure | Under 120/80 normal | Recheck; over 180/120 do not treat that day; with symptoms call emergency services |
| Pulse | 60 to 100 per minute, regular | Irregularly irregular: suspect atrial fibrillation, ask about palpitations, anticoagulation, refer |
| Respirations | 12 to 20 per minute | Tachypnea with chest pain or breathlessness: consider pulmonary embolus, pneumothorax, cardiac cause |
| Temperature | About 97.8 to 99.1°F | 100.4°F or higher with spine pain: infection screen, no manipulation, refer |
| Oxygen saturation | 95 percent or higher on room air | Under about 92 percent or falling: urgent medical evaluation |
General inspection
Inspection starts when you enter the room: how the patient sits, stands, moves and speaks. Describe what you see in neutral, specific terms. Look at general appearance (distress, pallor, sweating, body habitus), posture in three views (head carriage, shoulder and iliac crest levels, scoliosis, kyphosis, lordosis, antalgic lean), gait (antalgic, Trendelenburg, steppage, ataxic, spastic, shuffling), skin (scars, bruising, rashes such as the dermatomal vesicles of herpes zoster, cafe au lait spots, hair tufts over the spine) and muscle bulk (atrophy of the thenar eminence, quadriceps or calf, fasciculations). An antalgic lean away from the painful side has traditionally been linked to a disc lesion lateral to the nerve root and a lean toward it to a medial (axillary) lesion; treat that rule as a teaching heuristic rather than a reliable localizer.
Then palpate and assess range of motion: active range first (willingness and pattern), then passive range where needed (end feel), and resisted isometric testing to separate contractile from inert tissue. Palpate for midline bony tenderness (a fracture screen after trauma), step offs, muscle spasm, trigger points, temperature and swelling.
Verbalizing findings
Examiners cannot score a finding they do not hear. As you finish each test, state the result in one sentence that names the test, the side and the finding: "Right Kemp test produces local right low back pain without leg radiation, suggesting a facet source." Normal findings are stated too: "Blood pressure 124 over 78, right arm, seated. Pulse 72 and regular. Respirations 14. No midline bony tenderness from T10 to the sacrum." In a station where the SP cannot simulate a sign (an absent reflex, a fever), the examiner may hand you a card or tell you the finding when you perform the test correctly; you then state its significance.
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Explain and consent | Describe the blood pressure check | "I am going to check your blood pressure. The cuff will squeeze your arm for a moment. Is that all right?" |
| 2. Position | Seat, support back and arm, feet flat, bare arm | "Please sit back, keep your feet flat and let your arm rest here." |
| 3. Cuff | Size, place over brachial artery, 2 to 3 cm above crease | "This is the right size cuff for your arm." |
| 4. Palpatory estimate | Inflate until radial pulse disappears, deflate | "First I will feel your pulse as the cuff inflates." |
| 5. Auscultate | Inflate 20 to 30 above estimate, deflate 2 to 3 per second | (Silent while listening) |
| 6. Report | State reading, arm, position | "Your blood pressure is 136 over 84 in the right arm while seated. That is in the stage 1 range, so I would like to recheck it." |
| 7. Pulse and respiration | Radial pulse 30 seconds; count respirations without announcing it | "Pulse 76 and regular. Respirations 16." |
Reasoning: Explain the blood pressure check and get consent. Seat him with back and arm supported, feet flat, bare the arm, choose a large cuff for his muscular arm, palpate the systolic estimate (about 190), inflate to 220, deflate at 2 to 3 mmHg per second: 186/112. Say it aloud. Pulse is 88 and irregularly irregular; respirations 16. Ask about headache, chest pain, breathlessness, visual change, weakness or confusion: he has a mild headache only. After a few minutes of rest the recheck is 182/110. Critical actions: do not proceed to cervical manipulation; explain that the blood pressure is in the crisis range and the pulse is irregular, that both need medical evaluation today, and that if any chest pain, breathlessness, weakness, speech or vision change occurs he should call emergency services; arrange same day medical assessment; document the readings, arm, position and advice. Had he reported a neurological symptom or chest pain, the action would be an immediate emergency call.
Vital signs are both a skill station and a safety screen. Prepare the patient, choose the right cuff, place it over the brachial artery at heart level, estimate systolic by palpation, deflate at 2 to 3 mmHg per second, and read phases I and V. Count pulse and respiration properly, inspect systematically, and say every finding, normal or abnormal, out loud.
Section 2Spinal orthopedic test performance
The performance rules for every orthopedic test
Every test has the same five beats: explain what you will do and that it may reproduce symptoms, position the patient correctly, perform the maneuver with correct hand placement and controlled force, ask a neutral question ("What do you feel, and where?"), and state the result and its meaning. Test the uninvolved side first when practical, so the patient knows what to expect and you have a comparison. Stop immediately if the test produces severe pain, neurological symptoms, dizziness or any sign of vascular compromise. Never force a provocative cervical test in a patient whose history suggests instability, fracture or vascular disease; the safest test is the one you do not need.
Cervical tests
| Test | How to perform it | Positive finding | Suggests |
|---|---|---|---|
| Foraminal compression | Seated, head neutral or laterally flexed toward the symptomatic side; press straight down on the vertex | Radiating arm pain on that side; local pain only is less specific | Foraminal encroachment, nerve root irritation; local pain suggests facet |
| Spurling (maximal foraminal compression variants) | Extend, laterally flex and rotate the head toward the symptomatic side, then apply gentle axial pressure; stop at symptom reproduction | Reproduction of radiating arm pain in a dermatomal pattern | Cervical radiculopathy; high specificity, modest sensitivity |
| Jackson compression | Laterally flex the head to each side and press down | Radiating pain on the side of flexion | Nerve root compression; local pain suggests facet |
| Distraction | One hand under the occiput, one under the chin; lift gently | Relief of arm or neck pain (positive); increased pain suggests muscle or ligament strain | Relief supports foraminal or root compression |
| Shoulder depression | Laterally flex the head away and depress the opposite shoulder | Radiating pain on the stretched side; pain on the compressed side suggests foraminal encroachment | Dural sleeve adhesion, root tension, brachial plexus traction |
| Bakody (shoulder abduction relief) | Patient places the palm of the symptomatic arm on top of the head | Relief of arm pain | Root compression, often around C5 to C6, rather than a shoulder lesion |
| Valsalva | Seated, patient bears down as if straining | Spinal or radiating pain | Space occupying lesion: disc, osteophyte, tumor |
| Upper limb tension test A (median nerve bias) | Supine; scapular depression, shoulder abduction, forearm supination, wrist and finger extension, shoulder external rotation, elbow extension, then contralateral neck side bend | Reproduction of symptoms, side to side difference, change with neck position | Neural tension; high sensitivity for cervical radiculopathy |
| Lhermitte sign | Seated or supine; passively flex the neck (with or without hip flexion) | Electric shock sensation down the spine or into the limbs | Cervical cord lesion: myelopathy, multiple sclerosis |
| Soto Hall | Supine; stabilize the sternum and passively flex the neck | Localized posterior pain | Posterior ligament or vertebral body injury; positive after trauma means stop and image |
The Wainner clinical prediction rule for cervical radiculopathy combines four findings: a positive upper limb tension test A, a positive Spurling test, a positive distraction test, and cervical rotation under 60 degrees toward the involved side. Three positives make radiculopathy considerably more likely, and four positives make it very likely. Use the cluster as the frame for your cervical neurological examination.
Vertebral artery screening. Positional tests that hold the neck in sustained extension and rotation (often called George test, Maigne or DeKleyn variants) have poor diagnostic accuracy and do not reliably predict who will suffer an adverse event; current guidance emphasizes the history (new severe neck pain or headache, brainstem symptoms), vital signs, the cranial nerve and cerebellar screen and clinical reasoning. If your program or the station expects a positional test, perform it gently, in a position you would use for treatment, watching the eyes for nystagmus and asking about dizziness, and stop at the first symptom. Do not present a negative test as clearance for cervical manipulation.
Thoracic tests
| Test | How to perform it | Positive finding and meaning |
|---|---|---|
| Adams forward bend | Standing, feet together, bend forward with arms hanging; view from behind at eye level | Rib hump or paraspinal prominence: structural scoliosis with vertebral rotation; a curve that disappears suggests functional scoliosis |
| Chest expansion | Tape at the fourth intercostal space; measure full exhalation and full inspiration | Expansion under about 2.5 cm (1 inch) suggests costovertebral restriction, as in ankylosing spondylitis; normal adult is roughly 5 cm or more |
| Rib springing (rib motion) | Prone or side lying; spring each rib angle | Localized pain or restriction: rib fracture, costovertebral dysfunction; avoid in suspected fracture or osteoporosis |
| Schepelmann | Seated, arms overhead, bend laterally each way | Pain on the concave side: intercostal neuritis; pain on the convex side: intercostal muscle or fibrous pleural irritation |
| Beevor sign | Supine, partial sit up with arms crossed; watch the umbilicus | Umbilicus moves upward: weak lower abdominals from a lesion around T10 to T12 |
| Adson | Seated; palpate radial pulse, extend and rotate the head toward the tested side, deep breath held | Diminished pulse with symptom reproduction: scalene compression of the subclavian artery (thoracic outlet) |
| Eden (costoclavicular) | Shoulders drawn back and down (military posture), pulse monitored | Diminished pulse and symptoms: costoclavicular compression |
| Wright (hyperabduction) | Arm hyperabducted overhead, pulse monitored | Diminished pulse and symptoms: pectoralis minor compression |
| Roos elevated arm stress test | Arms abducted 90 degrees with elbows flexed 90 degrees; open and close the hands for up to 3 minutes | Early fatigue, heaviness, paresthesia: thoracic outlet syndrome (neurogenic or vascular) |
Pulse diminution alone is common in healthy people during the thoracic outlet tests; the finding that counts is reproduction of the patient's symptoms. In the thoracic region, remember the visceral mimics from Chapter 5: if the examination does not reproduce thoracic pain mechanically, say so and consider a nonmusculoskeletal source.
Lumbar tests
| Test | How to perform it | Positive finding and meaning |
|---|---|---|
| Straight leg raise (Lasegue) | Supine, knee straight, raise the leg passively by the heel | Radiating pain below the knee, usually between about 35 and 70 degrees: L5 or S1 root tension, disc herniation; high sensitivity |
| Braggard | After a positive SLR, lower the leg until pain eases, then dorsiflex the foot | Return of radiating pain: sciatic nerve tension rather than hamstring |
| Crossed (well leg) SLR | Raise the asymptomatic leg | Pain in the symptomatic leg: large or medial (axillary) disc herniation; high specificity |
| Slump | Seated; slump the thoracolumbar spine, flex the neck, extend the knee, dorsiflex the foot; release neck flexion | Symptom reproduction that eases when the neck is extended: neural tension |
| Bechterew | Seated; extend one knee, then the other, then both | Radiating pain or leaning back to avoid it: sciatic tension, disc lesion |
| Kemp | Standing or seated; extend, rotate and laterally bend toward each side, with gentle downward pressure through the shoulders | Local pain: facet; radiating leg pain: foraminal or lateral disc encroachment |
| Milgram | Supine; raise both straight legs about 2 inches and hold up to 30 seconds | Inability to hold or pain: intrathecal or intradiscal pressure lesion (also affected by abdominal strength) |
| Valsalva | Seated, bear down | Low back or leg pain: space occupying lesion |
| Femoral nerve stretch (prone knee bend) | Prone; flex the knee, optionally extend the hip | Anterior thigh pain: L2 to L4 root irritation; distinguish from rectus femoris tightness |
| Schober (modified) | Mark the lumbosacral junction (dimples of Venus line) and points 10 cm above and 5 cm below; measure in full flexion | Increase under about 5 cm: reduced lumbar flexion, as in ankylosing spondylitis |
Pelvic and sacroiliac tests
No single sacroiliac test is reliable, but a cluster is useful. The commonly taught Laslett cluster uses five provocation tests: distraction, thigh thrust, compression, sacral thrust and Gaenslen. Three or more positives of five (or two of the first four, with the thigh thrust included) support the sacroiliac joint as the pain source, particularly when centralization with repeated movements is absent.
| Test | How to perform it | Positive finding and meaning |
|---|---|---|
| Distraction (gapping) | Supine; press posterolaterally on both anterior superior iliac spines | Reproduction of sacroiliac pain |
| Compression | Side lying; press down on the uppermost iliac crest | Reproduction of sacroiliac pain |
| Thigh thrust (posterior shear) | Supine, hip flexed 90 degrees; axial pressure down the femur with the sacrum supported | Reproduction of buttock pain on that side |
| Sacral thrust | Prone; downward pressure on the sacrum | Reproduction of sacroiliac pain |
| Gaenslen | Supine at the table edge; flex one hip to the chest and lower the other leg off the edge into extension | Pain in the sacroiliac joint of the extended side |
| Patrick FABERE | Supine; figure four position, press down on the flexed knee and opposite ASIS | Groin pain: hip joint; posterior pain: sacroiliac joint |
| Yeoman | Prone; flex the knee and extend the hip | Sacroiliac pain: anterior sacroiliac ligament; lumbar pain: lumbar facet; anterior thigh: femoral or rectus |
| Hoover | Supine; hands under both heels while the patient lifts the symptomatic leg | No downward pressure from the opposite heel: incomplete effort; a nonorganic sign, not proof of malingering |
The Waddell signs (nonorganic tenderness, simulation, distraction, regional disturbance, overreaction) suggest a nonorganic contribution when three or more of five categories are present. They indicate that psychosocial factors deserve attention; they do not mean there is no pathology and they are not a lie detector. Say so if you use them.
Reasoning: Hypothesis: left C6 radiculopathy (thumb), with differential of carpal tunnel syndrome, thoracic outlet syndrome and a double crush. Explain and consent. Inspect: head held slightly away from the left. Active range: left rotation about 50 degrees with reproduction of arm symptoms. Perform foraminal compression and Spurling to the left gently, stopping at symptom reproduction: "Left Spurling reproduces pain and tingling into the left lateral forearm and thumb, consistent with left C6 nerve root irritation." Distraction: "Distraction relieves the arm symptoms." Upper limb tension test A: positive on the left with a side to side difference. Bakody: relief with hand on head. State the Wainner cluster: four of four positive, making radiculopathy very likely. Then neurological screen of C5 to T1 (Section 4) and a Phalen and Tinel at the wrist to address the differential. Critical actions: test the uninvolved side first where relevant, stop at symptom reproduction, verbalize each finding, and screen for myelopathy (Hoffmann, gait) before concluding.
Every spinal test is explain, position, perform, ask, and state. Know the correct positioning and what counts as positive, use clusters (Wainner for the neck, Laslett for the sacroiliac joint) rather than single tests, avoid provocative cervical testing when the history suggests instability or vascular disease, and always say where the pain was reproduced.
Section 3Extremity orthopedic test performance
Structure of an extremity examination
Extremity stations follow the same order every time: inspect (swelling, bruising, deformity, atrophy) with both sides exposed for comparison, palpate the specific structures implicated by the history, test active, passive and resisted range of motion, then perform the special tests chosen for your hypotheses, and finish with a neurovascular check distal to the injury (pulses, capillary refill, sensation, strength). Always clear the joint above and below and the relevant spinal region: shoulder pain may come from the cervical spine, knee pain from the hip, and a slipped capital femoral epiphysis in an adolescent classically presents as knee pain. Compare with the uninvolved side throughout.
Shoulder, elbow, wrist and hand
| Test | How to perform it | Positive finding and meaning |
|---|---|---|
| Neer impingement | Stabilize the scapula; passively flex the internally rotated arm fully overhead | Anterolateral shoulder pain: subacromial impingement |
| Hawkins Kennedy | Shoulder and elbow flexed 90 degrees; passively internally rotate the shoulder | Pain: subacromial impingement; sensitive |
| Empty can (Jobe) | Arms in 90 degrees abduction in the scapular plane, thumbs down; resist downward pressure | Weakness or pain: supraspinatus tendinopathy or tear |
| Drop arm | Passively abduct to 90 degrees; patient slowly lowers the arm | Arm drops or cannot be lowered smoothly: full thickness rotator cuff tear; specific |
| External rotation lag | Elbow at side flexed 90 degrees; passively externally rotate near end range and ask the patient to hold | Arm drifts back: infraspinatus or supraspinatus tear |
| Lift off or belly press | Hand behind the back lifted away, or palm pressed into the abdomen with the elbow forward | Inability: subscapularis tear |
| Apprehension and relocation | Supine; abduct 90 degrees and externally rotate; then apply posterior pressure on the humeral head | Apprehension that is relieved by posterior pressure: anterior glenohumeral instability |
| Speed | Elbow extended, forearm supinated; resist forward flexion of the shoulder | Pain in the bicipital groove: biceps tendinopathy |
| Yergason | Elbow flexed 90 degrees, forearm pronated; resist supination and external rotation | Pain or tendon snapping in the groove: biceps tendinopathy or transverse humeral ligament tear |
| O'Brien active compression | Shoulder flexed 90 degrees, adducted 10 to 15 degrees, thumb down; resist downward force, repeat palm up | Deep pain thumb down relieved palm up: labral (SLAP) lesion; pain on top of the shoulder: acromioclavicular joint |
| Cross body adduction | Arm flexed 90 degrees and adducted across the chest | Pain at the acromioclavicular joint |
| Cozen | Elbow extended, forearm pronated, fist radially deviated; resist wrist extension | Lateral epicondyle pain: lateral epicondylopathy |
| Mill | Passively pronate the forearm, flex the wrist and extend the elbow | Lateral epicondyle pain: lateral epicondylopathy |
| Medial epicondylitis test | Resist wrist flexion and pronation, or passively supinate and extend the wrist and elbow | Medial epicondyle pain: medial epicondylopathy |
| Valgus and varus stress (elbow) | Elbow flexed about 20 to 30 degrees; apply valgus then varus force | Pain or laxity: ulnar or radial collateral ligament injury |
| Elbow flexion test and Tinel at the cubital tunnel | Full elbow flexion with wrist extension held; or tap the ulnar groove | Paresthesia in the little and ring fingers: cubital tunnel syndrome |
| Phalen | Hold both wrists in full flexion for up to 60 seconds | Paresthesia in the median distribution: carpal tunnel syndrome |
| Tinel at the wrist and carpal compression (Durkan) | Tap over the carpal tunnel; or press the thumbs over it for up to 30 seconds | Median distribution paresthesia: carpal tunnel syndrome; carpal compression is among the more sensitive |
| Finkelstein (Eichhoff variant) | Thumb tucked in a fist, then ulnar deviate the wrist | Pain over the radial styloid: de Quervain tenosynovitis of abductor pollicis longus and extensor pollicis brevis |
| Allen | Patient makes a fist; occlude radial and ulnar arteries; open hand; release one artery | Slow return of color (over about 5 to 7 seconds): impaired flow in the released artery |
Hip, knee and ankle
| Test | How to perform it | Positive finding and meaning |
|---|---|---|
| Patrick FABER | Figure four; press the knee toward the table and stabilize the opposite ASIS | Groin pain: hip joint; posterior pain: sacroiliac joint |
| FADIR | Supine; flex the hip to 90 degrees, adduct and internally rotate | Anterior groin pain: femoroacetabular impingement or labral tear |
| Thomas | Supine at the table end; hug one knee to the chest | Opposite thigh lifts: hip flexor contracture; knee extends: rectus femoris tightness |
| Ober | Side lying, lower hip and knee flexed; extend and abduct the upper hip, then let it drop | Leg stays abducted: iliotibial band or tensor fasciae latae tightness |
| Trendelenburg | Stand on one leg for about 30 seconds | Pelvis drops on the opposite (unsupported) side: weak gluteus medius of the stance leg (superior gluteal nerve, L5) |
| Log roll | Supine; roll the relaxed leg into internal and external rotation | Groin pain: intra-articular hip pathology; a useful first test in a painful hip |
| Lachman | Supine, knee flexed 20 to 30 degrees; stabilize the distal femur, draw the proximal tibia forward | Increased anterior translation with a soft end point: ACL tear; most sensitive ACL test |
| Anterior and posterior drawer | Knee flexed 90 degrees, foot stabilized; pull the tibia forward, then push it back | Anterior translation: ACL; posterior translation: PCL |
| Posterior sag (Godfrey) | Hips and knees flexed 90 degrees; view from the side | Tibia sags backward: PCL tear |
| Valgus and varus stress | At 0 and 30 degrees of knee flexion | Laxity at 30 degrees only: isolated MCL or LCL; laxity at 0 degrees: collateral plus cruciate or capsular injury |
| McMurray | Fully flex the knee; externally rotate the tibia with valgus stress and extend (medial meniscus), then internally rotate with varus stress and extend (lateral) | Painful click or catch on the joint line: meniscal tear |
| Thessaly | Standing on one leg with the knee flexed 20 degrees, rotate the body three times each way | Joint line pain or catching: meniscal tear |
| Apley compression and distraction | Prone, knee flexed 90 degrees; compress and rotate, then distract and rotate | Pain with compression: meniscus; pain with distraction: ligament |
| Patellar apprehension | Knee slightly flexed; push the patella laterally | Apprehension or quadriceps contraction: lateral patellar instability |
| Bulge (stroke) test and ballottement | Milk fluid from the medial gutter upward then stroke the lateral side; or tap the patella | Fluid wave or patellar tap: knee effusion |
| Ankle anterior drawer | Ankle slightly plantar flexed; stabilize the tibia, draw the heel forward | Excess translation: anterior talofibular ligament tear |
| Talar tilt | Ankle neutral; invert the calcaneus | Excess tilt: calcaneofibular ligament injury |
| Squeeze and external rotation (Kleiger) | Compress the tibia and fibula at mid calf; or externally rotate the foot with the knee flexed | Distal leg or ankle pain: syndesmosis (high ankle) sprain |
| Thompson | Prone, foot off the table; squeeze the calf | No plantar flexion: complete Achilles tendon rupture |
Decision rules for imaging after extremity trauma
Two rules are high yield because they combine examination findings into an imaging decision. The Ottawa ankle rules: ankle radiographs are indicated if there is pain in the malleolar zone and either bone tenderness along the distal 6 cm of the posterior edge or tip of the lateral or medial malleolus, or inability to bear weight for four steps both immediately and at the examination. Foot radiographs are indicated if there is midfoot pain and tenderness at the base of the fifth metatarsal or the navicular, or the same inability to bear weight. The Ottawa knee rule: radiographs if age 55 or older, isolated patellar tenderness, fibular head tenderness, inability to flex to 90 degrees, or inability to bear weight for four steps. Both rules are highly sensitive, so a negative rule makes fracture unlikely (Section 5).
Reasoning: A noncontact pivot with a pop and rapid swelling suggests ACL tear, with meniscal tear and MCL sprain as companions, and fracture to exclude. Explain, consent, and drape with shorts. Inspect both knees: right effusion. Apply the Ottawa knee rule aloud: she can bear weight four steps with a limp, no patellar or fibular head tenderness, flexion past 90 degrees, age under 55, so radiographs are not required by the rule. Bulge test positive. Test the left knee first, then the right: "Right Lachman shows increased anterior translation with a soft end point compared with the left, consistent with ACL tear." Anterior drawer positive; valgus stress at 30 degrees mild pain without laxity; McMurray limited by guarding. Check distal pulses and sensation. Critical actions: compare sides, apply the decision rule, avoid forceful testing on an acutely swollen knee, recommend MRI and orthopedic referral, and protect the knee (crutches as needed) in the meantime.
Run every extremity station as inspect, palpate, range of motion, special tests, neurovascular check, and clear the joint above and below. Know the exact positioning of each test, compare sides, apply the Ottawa rules after trauma, and match tests to their roles: sensitive tests to rule out and specific tests to rule in.
Section 4Neurologic examination performance
The regional neurological screen
For any limb symptom, the neurological screen tests three things for each root level: sensation (the dermatome), strength (the myotome) and the deep tendon reflex. Test both sides, compare, and state the findings by level. Use light touch and sharp versus dull (pinprick with a clean disposable pin) in the center of each dermatome (the autonomous zone, where overlap from adjacent roots is least), and add vibration with a 128 Hz tuning fork and joint position sense at the great toe or index finger when large fiber or dorsal column disease is possible.
| Root | Dermatome (test point) | Myotome (key muscle test) | Reflex |
|---|---|---|---|
| C5 | Lateral arm over the deltoid | Shoulder abduction (deltoid), elbow flexion | Biceps |
| C6 | Lateral forearm, thumb and index finger | Wrist extension, elbow flexion | Brachioradialis |
| C7 | Middle finger | Elbow extension (triceps), wrist flexion, finger extension | Triceps |
| C8 | Little finger and medial forearm | Finger flexion (grip) | None reliable |
| T1 | Medial arm | Finger abduction (interossei) | None |
| L2 and L3 | Anterior and medial thigh to the medial knee | Hip flexion (iliopsoas), hip adduction | None reliable |
| L4 | Medial leg and medial malleolus | Knee extension, ankle dorsiflexion (tibialis anterior) | Patellar |
| L5 | Lateral leg, dorsum of the foot and great toe | Great toe extension (extensor hallucis longus), hip abduction; heel walking | Medial hamstring (less reliable) |
| S1 | Lateral foot, little toe and sole | Ankle plantar flexion and eversion; toe walking | Achilles |
Motor testing and grading
Test strength with the joint in a mid range position, stabilize proximally, and apply resistance gradually ("Don't let me push you down"). Compare sides. Grade on the 0 to 5 Medical Research Council scale: 0 no contraction, 1 flicker or trace contraction, 2 movement with gravity eliminated, 3 movement against gravity only, 4 movement against some resistance, 5 normal strength. Functional tests are fast and sensitive in the lower limb: heel walking (L4 and L5 dorsiflexors), toe walking or repeated single leg heel raises (S1 plantar flexors), and a squat and rise (L3 and L4 quadriceps).
Reflexes and their grading
Position the limb relaxed with the tendon on slight stretch, strike briskly with the hammer swinging freely, and compare sides. Grade on the 0 to 4 scale: 0 absent, 1+ diminished or present only with reinforcement, 2+ normal, 3+ brisker than average, possibly with spread, 4+ very brisk with sustained clonus. If a reflex seems absent, use reinforcement (the Jendrassik maneuver: patient hooks the fingers together and pulls just as you strike for lower limb reflexes; clenching the teeth or a fist for upper limb reflexes) before calling it absent. An isolated reduced reflex with dermatomal and myotomal findings at the same level indicates a lower motor neuron root lesion; generalized hyperreflexia indicates an upper motor neuron problem.
| Feature | Upper motor neuron lesion | Lower motor neuron lesion |
|---|---|---|
| Location | Brain or spinal cord (corticospinal tract) | Anterior horn cell, root, plexus or peripheral nerve |
| Reflexes | Increased (3+ to 4+), clonus | Decreased or absent |
| Tone | Increased (spasticity, velocity dependent) | Decreased (flaccid) |
| Atrophy | Mild, from disuse, late | Marked, early |
| Fasciculations | Absent | May be present |
| Pathological reflexes | Babinski, Hoffmann, clonus present | Absent |
| Distribution | Patterns below a level, often bilateral | Root, plexus or nerve distribution |
Pathological reflexes
- Babinski: stroke the lateral sole firmly with a blunt object from the heel toward the ball of the foot, curving medially. Positive (upgoing plantar response): extension of the great toe with fanning of the other toes, an upper motor neuron sign in anyone past infancy.
- Oppenheim (downward stroke along the tibial crest) and Chaddock (stroke around the lateral malleolus) elicit the same upgoing toe response.
- Hoffmann: hold the middle finger and flick its distal phalanx downward. Positive: flexion of the thumb and index finger, suggesting cervical cord compression (myelopathy) when asymmetric or with other signs.
- Ankle clonus: briskly dorsiflex the foot and hold. More than a few beats, or sustained clonus, indicates an upper motor neuron lesion.
- Superficial abdominal reflexes: stroke each quadrant toward the umbilicus; the umbilicus moves toward the stimulus. Upper quadrants test about T8 to T10, lower about T10 to T12. Loss may accompany upper motor neuron lesions.
Cranial nerve screen
A fast screen is mandatory for headache, dizziness, facial symptoms, neck trauma and any suspected vascular presentation, and useful whenever the cervical spine is examined.
| Nerve | Rapid station test |
|---|---|
| I Olfactory | Identify a familiar scent with each nostril (often omitted unless indicated) |
| II Optic | Visual acuity, visual fields by confrontation, pupillary light reflex (afferent) |
| III, IV, VI | Pupils (III efferent), eye movements in an H pattern, look for diplopia, nystagmus and ptosis |
| V Trigeminal | Light touch on forehead, cheek and jaw; clench the jaw (masseter); corneal reflex if indicated |
| VII Facial | Raise eyebrows, close eyes tightly, smile, puff cheeks |
| VIII Vestibulocochlear | Finger rub or whisper at each ear; Weber and Rinne with a 512 Hz fork if hearing differs |
| IX, X | Say "ah": uvula midline, palate rises symmetrically; gag reflex if indicated; voice and swallowing |
| XI Accessory | Shrug shoulders and turn the head against resistance |
| XII Hypoglossal | Protrude the tongue: deviation toward the weak side |
Cerebellar and coordination screen
Finger to nose (alternating between your finger and the patient's nose, with your target moving): intention tremor and past pointing indicate ipsilateral cerebellar dysfunction. Heel to shin: run the heel down the opposite shin. Rapid alternating movements: pronation and supination of the hand on the thigh; slowness and irregularity is dysdiadochokinesia. Tandem gait (heel to toe) reveals truncal ataxia. The Romberg test (standing with feet together, eyes open and then closed, guarding the patient) is a test of proprioception: a patient who is steady with eyes open but sways or falls with eyes closed has a sensory (dorsal column or peripheral) ataxia, whereas cerebellar ataxia is unsteady even with eyes open. Always stand close enough to catch the patient.
Reasoning: Clumsy hands in a man in his late fifties suggest cervical spondylotic myelopathy until proven otherwise; differential includes bilateral carpal tunnel syndrome, peripheral neuropathy and motor neuron disease. Explain and consent. Inspect for intrinsic hand wasting and fasciculations. Test upper limb dermatomes, myotomes and reflexes: "Biceps and triceps reflexes are 3+ bilaterally." Hoffmann: "Positive on the right and left." Lower limbs: patellar 3+, three beats of ankle clonus on the left, Babinski upgoing on the left. Gait: broad based, unsteady tandem walk; Romberg sway with eyes closed (dorsal column involvement). State the conclusion: upper motor neuron signs in all four limbs with hand clumsiness and gait disturbance, consistent with cervical myelopathy. Critical actions: no cervical manipulation, no provocative compression testing, prompt referral for MRI and spine surgical evaluation, and safety advice about falls and about new bladder change or rapid worsening, which would require emergency care.
Screen each root with a dermatome, a myotome and a reflex, grade strength 0 to 5 and reflexes 0 to 4+, and use reinforcement before calling a reflex absent. Separate lower motor neuron root lesions from upper motor neuron signs (hyperreflexia, clonus, Babinski, Hoffmann), add the cranial nerve and cerebellar screens whenever the head, neck or balance is involved, and say every finding by level and side.
Section 5Choosing which tests to perform
Hypothesis driven examination
A station rarely has time for every test in this chapter, and examiners do not reward a scattershot battery. They reward an examination that follows from the history: each test chosen to confirm or exclude a specific hypothesis, plus the safety screens that the case requires. Before you touch the patient, name your leading diagnosis, the main alternatives and the dangerous possibility. Then select a short sequence: a regional screen (inspection, palpation, range of motion), the two or three special tests that best separate the hypotheses, the neurological screen if any limb symptom or red flag exists, and any safety test the case demands (vital signs, cranial nerves, myelopathy signs, pulses).
Sensitivity, specificity and clusters
Sensitivity is the proportion of people with the condition who test positive; a highly sensitive test that is negative helps rule out (SnNout). Specificity is the proportion of people without the condition who test negative; a highly specific test that is positive helps rule in (SpPin). Likelihood ratios combine both: a positive likelihood ratio above about 5 to 10 meaningfully raises probability, and a negative likelihood ratio below about 0.1 to 0.2 meaningfully lowers it. Single orthopedic tests are often only moderately accurate, which is why validated clusters outperform them.
| Hypothesis | Sensitive test to rule out | Specific test or cluster to rule in |
|---|---|---|
| Lumbar disc herniation with radiculopathy | Straight leg raise | Crossed straight leg raise; matching neurological deficit |
| Cervical radiculopathy | Upper limb tension test A | Spurling; Wainner cluster (3 or 4 of 4) |
| Sacroiliac joint pain | Negative provocation cluster | Laslett cluster (3 or more of 5) |
| ACL tear | Lachman | Pivot shift |
| Full thickness rotator cuff tear | Painful arc and weakness absent | Drop arm, external rotation lag |
| Ankle or midfoot fracture after trauma | Ottawa ankle rules negative | Radiographs |
| Cervical myelopathy | Normal gait, reflexes and Hoffmann (reassuring, not definitive) | Hyperreflexia, Hoffmann, Babinski, clonus, gait ataxia together |
What examiners look for
- Relevance: tests that match the complaint and the hypotheses, including at least one test aimed at the dangerous alternative.
- Correct technique: positioning, hand placement, force and sequence as described in this chapter.
- Bilateral comparison, uninvolved side first where it makes sense.
- Communication: an explanation before each maneuver, a neutral question after it, and the finding stated aloud.
- Safety and dignity: consent, draping, chaperone offer, stopping when symptoms escalate, and no provocative testing when red flags are present.
- Efficiency: grouping tests by position (all standing tests, then seated, supine, side lying, prone) so the patient moves as few times as possible.
| Position | Typical lumbopelvic and lower limb tests grouped there |
|---|---|
| Standing | Inspection, gait, range of motion, Kemp, Trendelenburg, Adams, heel and toe walk, Romberg |
| Seated | Slump, Bechterew, Valsalva, reflexes, upper and lower limb sensation and strength |
| Supine | Straight leg raise, Braggard, crossed SLR, FABER, FADIR, Thomas, Gaenslen, distraction, thigh thrust, Babinski, pulses |
| Side lying | Compression, Ober |
| Prone | Sacral thrust, Yeoman, femoral nerve stretch, palpation of spinous processes and paraspinals |
Safety and draping
Expose only the area being examined and keep the rest covered. Explain why clothing must be moved, offer a gown, step out or turn away while the patient changes, and use a drape to cover the pelvis and breasts during lumbar, pelvic, hip and thoracic examination. Ask before touching sensitive areas, offer a chaperone for any sensitive examination, and never examine the breast, genitalia or perineum in a station unless the task explicitly requires it; for suspected cauda equina, saddle sensation testing and rectal examination belong in the emergency setting. Throughout, set and honor a stop signal. If a test causes severe pain, new neurological symptoms, dizziness, nausea, visual change or a vasovagal reaction, stop, help the patient into a safe position, monitor vital signs, and change the plan.
Reasoning: Hypotheses: sacroiliac joint pain (leading), L5 or S1 radicular pain, lumbar facet pain, hip joint pathology, and the dangerous possibility of a sacral stress fracture or tumor. Choose: standing inspection, lumbar range of motion and Kemp (facet), heel and toe walk; seated reflexes and slump; supine straight leg raise (sensitive for root tension), FABER (hip versus sacroiliac), distraction, thigh thrust and Gaenslen; side lying compression; prone sacral thrust. State: "Straight leg raise to 80 degrees produces only hamstring tightness, slump negative, reflexes 2+ and symmetric, strength 5 of 5: radiculopathy unlikely. Kemp produces no local pain. FABER produces posterior right sacroiliac pain, not groin pain. Thigh thrust, distraction, compression and sacral thrust are positive on the right: four of five provocation tests positive, supporting right sacroiliac joint pain." Critical actions: a sensitive test to rule out radiculopathy, a validated cluster to rule in the sacroiliac joint, grouping by position, draping for pelvic tests, and asking about night pain and trauma so the stress fracture possibility is addressed.
Choose tests from your hypotheses, not from a memorized list: a safety screen, a regional screen, two or three special tests chosen for sensitivity or specificity (or a validated cluster), a neurological screen when indicated, and each finding stated aloud. Group tests by position, drape and communicate throughout, and stop provocative testing as soon as a red flag appears.
The chapter in one breath
- Every test has five beats: explain, position, perform, ask, state; examiners score what they see and hear.
- Blood pressure: right cuff size, bladder over the brachial artery 2 to 3 cm above the crease, arm at heart level, palpatory estimate, deflate 2 to 3 mmHg per second, phase I systolic and phase V diastolic.
- A small cuff or a low arm reads high; over 180/120 means no manual care that day, and with symptoms an emergency call.
- Count the pulse a full minute if irregular and respirations without announcing it; 100.4°F or higher is fever.
- Cervical: Spurling is specific, ULTT A sensitive, and the Wainner cluster combines them with distraction and rotation; positional vertebral artery tests do not clear a patient for manipulation.
- Lumbar: SLR is sensitive, the crossed SLR specific; sacroiliac pain is best supported by the Laslett cluster.
- Extremities: inspect, palpate, range, special tests, neurovascular check, clear the joint above and below; Lachman for the ACL, drop arm and lag signs for full thickness cuff tears, and the Ottawa rules after trauma.
- Neurological screen: dermatome, myotome and reflex per root (biceps C5, brachioradialis C6, triceps C7, patellar L4, Achilles S1); L5 is tested by great toe extension and hip abduction.
- Upper motor neuron signs (hyperreflexia, clonus, Babinski, Hoffmann) mean cord or brain involvement and referral, not manipulation.
- Cranial nerve and cerebellar screens are mandatory for headache, dizziness and neck trauma; Romberg tests proprioception.
- Choose tests by hypothesis: SnNout, SpPin, clusters, grouping by position, draping, consent and a stop signal throughout.
Words worth knowing
| Term | What it means |
|---|---|
| Korotkoff sounds | Sounds heard over the brachial artery as cuff pressure falls; phase I marks systolic and phase V marks diastolic pressure. |
| Auscultatory gap | A silent interval between systolic and diastolic sounds that can cause systolic pressure to be underestimated if the cuff is not inflated high enough. |
| Hypertensive crisis | Blood pressure over 180 systolic and/or 120 diastolic; an emergency when target organ symptoms are present. |
| Orthostatic hypotension | A drop of at least 20 mmHg systolic or 10 mmHg diastolic within about three minutes of standing. |
| Spurling test | Extension, lateral flexion and rotation of the neck toward the symptomatic side with axial pressure; radiating arm pain suggests radiculopathy. |
| Upper limb tension test A | A sequence of shoulder, elbow, wrist and neck positions that tensions the median nerve and roots; sensitive for cervical radiculopathy. |
| Wainner cluster | Four findings (ULTT A, Spurling, distraction, rotation under 60 degrees) whose combination predicts cervical radiculopathy. |
| Lhermitte sign | Electric shock sensation down the spine on neck flexion, suggesting a cervical cord lesion. |
| Straight leg raise | Passive hip flexion with the knee straight; radiating leg pain between about 35 and 70 degrees suggests lumbosacral root tension. |
| Crossed straight leg raise | Raising the asymptomatic leg reproduces pain in the symptomatic leg; specific for disc herniation. |
| Laslett cluster | Five sacroiliac provocation tests; three or more positives support the sacroiliac joint as the pain source. |
| Waddell signs | Five categories of nonorganic findings; three or more suggest psychosocial contribution, not malingering. |
| Lachman test | Anterior translation of the tibia with the knee in 20 to 30 degrees of flexion; the most sensitive office test for ACL tear. |
| McMurray test | Knee flexion with rotation and varus or valgus stress during extension; a painful click suggests meniscal tear. |
| Ottawa ankle rules | Clinical rule using malleolar, navicular and fifth metatarsal tenderness and weight bearing to decide on radiographs. |
| Thompson test | Squeezing the calf of a prone patient; absent plantar flexion indicates Achilles rupture. |
| Dermatome | The area of skin supplied by the sensory fibers of a single spinal nerve root. |
| Myotome | The group of muscles supplied mainly by a single spinal nerve root. |
| Jendrassik maneuver | Reinforcement by having the patient pull hooked fingers apart while a lower limb reflex is tested. |
| Babinski sign | Great toe extension with fanning of the toes on stroking the lateral sole; an upper motor neuron sign. |
| Hoffmann sign | Thumb and index flexion when the distal phalanx of the middle finger is flicked; suggests cervical cord compression. |
| Clonus | Rhythmic involuntary contractions after a sudden sustained stretch, indicating an upper motor neuron lesion. |
| Romberg test | Standing with feet together and eyes closed; increased sway with eyes closed indicates impaired proprioception. |
| Sensitivity | The proportion of people with a condition who test positive; a negative highly sensitive test helps rule out (SnNout). |
| Specificity | The proportion of people without a condition who test negative; a positive highly specific test helps rule in (SpPin). |
Check yourself
Diagnosis, Orders and Management Decisions
A case management station is where the examiner finds out whether you can think like a primary contact doctor: take a set of findings, name what is wrong, decide what else could be wrong, order only the tests that change the plan, and choose between treating, co-managing and referring. Candidates who perform the history and examination well still lose the station when the impression is vague, the orders are a shotgun list, or a red flag is noticed but never acted on. This chapter turns those decisions into a repeatable routine you can run under time pressure.
By the end of this chapter you can
- State a specific working diagnosis and a ranked differential diagnosis, and link each to the findings that support or argue against it.
- Apply clinical decision rules (Canadian C-spine rule, NEXUS, Ottawa ankle and knee rules) and the red flag screen to decide whether imaging is indicated.
- Choose the right imaging modality (radiographs, MRI, CT, bone scan, DEXA, ultrasound) and the right laboratory panel for the suspected condition, and justify the order aloud in one sentence.
- Decide whether to treat, co-manage or refer, and write a treatment plan with measurable goals, frequency, duration, outcome measures and a re-examination date.
- Recognize the absolute and relative contraindications to manipulation that a station is designed to test.
- Manage cauda equina syndrome, suspected fracture, spinal infection, cervical artery dissection, stroke, cardiac and aortic emergencies with the correct level of urgency and the correct words.
- Run a complete case station walk through for neck pain, low back pain, headache, extremity complaints and visceral mimics of musculoskeletal pain.
- Avoid the classic critical action misses: adjusting through a red flag, ordering tests without a reason, and closing a station without a safety net.
Section 1Forming the diagnosis in a station
What the examiner is listening for
Case management stations on practical exams generally share a structure: a door card outside the room gives the patient's name, age, sex, chief complaint, sometimes vital signs, and the task. Inside, a standardized patient (SP) gives consistent answers and may reproduce findings such as pain on a provocative test. An examiner or the SP records performance on a checklist, and some stations add a written component. Check the current official candidate materials for the exact format, timing and scoring rules; this book does not reproduce them.
Whatever the scoring detail, checklists of this kind reward an impression that is specific ("lumbar disc herniation with left L5 radiculopathy," not "low back pain"), defensible (you can name the findings behind it) and safe (you have actively considered and excluded the dangerous causes, and you say so). Many stations also contain critical actions, items that weigh far more than ordinary points, such as recognizing a stroke sign and calling for emergency care. A polished candidate can still fail a station by missing the one critical action it was built around.
Working diagnosis versus differential diagnosis
The working diagnosis (also called the primary diagnosis or clinical impression) is the single condition that best explains the chief complaint and the findings. It drives the plan. The differential diagnosis is the short, ranked list of other conditions that could explain the same picture and that you have either ruled out, made less likely, or cannot yet exclude. A useful station differential has two to four items and always includes at least one "cannot miss" condition when the presentation allows it, even if your findings argue against it. Naming the dangerous alternative and explaining why you think it is unlikely shows the examiner that your safety screen was deliberate, not accidental.
Build the working diagnosis with four parts whenever the findings support them: tissue or structure (disc, facet joint, muscle, ligament, nerve root, peripheral nerve), region and level (C6, L4 to L5, right sacroiliac joint), side, and qualifiers such as acuity (acute, subacute, chronic), severity, neurologic involvement and mechanism. "Acute right C6 radiculopathy secondary to a probable C5 to C6 disc herniation, with intact strength" is a complete board impression. When you cannot be that specific, say what you can: "mechanical neck pain without neurologic deficit, most consistent with cervical facet syndrome at C5 to C6, right."
| Weak impression | Why it loses points | Board ready version |
|---|---|---|
| Low back pain | A symptom, not a diagnosis; no tissue, level or neurologic status | Left L5 radiculopathy from a probable L4 to L5 disc herniation, no cauda equina signs |
| Subluxation | May be part of chiropractic language but does not stand alone as the impression in a case station | Right L5 to S1 facet syndrome with segmental dysfunction (hypomobility) at L5 |
| Sciatica | Describes pain distribution, not the cause | Right S1 radiculopathy (diminished Achilles reflex, lateral foot hypesthesia, weak plantar flexion) |
| Headache | Ignores type and red flag screen | Cervicogenic headache, right, from upper cervical dysfunction; no SNOOP red flags |
Linking findings to the impression
The habit that separates strong candidates is explicit linking: attach the two or three findings that carry the impression. "Your pain runs down the back of the leg to the outside of the foot, the straight leg raise reproduced it at 40 degrees, and your ankle reflex is reduced on the left. That pattern points to irritation of the S1 nerve root, most likely from a disc." This proves the exam was purposeful and teaches the patient.
Think in terms of pertinent positives (findings that support your impression) and pertinent negatives (absent findings that argue against an alternative). In a low back case, normal saddle sensation, normal bladder function and symmetric strength are pertinent negatives against cauda equina syndrome; their absence from your summary looks as if you never checked. In a neck case, the absence of dizziness, diplopia, dysarthria, dysphagia and drop attacks are pertinent negatives against vertebrobasilar ischemia. Say them.
A fast reasoning routine
While reading the door card, list three things: the most likely diagnosis for that age, sex and complaint; the cannot miss diagnoses; and the common mimics. A 68 year old man with new low back pain should trigger malignancy (prostate, myeloma), compression fracture and abdominal aortic aneurysm before you open the door; a 24 year old woman with right flank pain should trigger kidney stone, pyelonephritis and ectopic pregnancy. Use the history to rank the lists and the examination to test the top two or three.
- Anatomic localization. Is the problem local (joint, muscle, ligament), radicular (dermatome, myotome, reflex), peripheral nerve (a single nerve territory), central (upper motor neuron signs, bilateral symptoms, gait) or referred from a viscus?
- Mechanical versus non-mechanical. Mechanical pain changes with position, movement and load and eases with rest. Constant pain unchanged by position, night pain that wakes the patient, and pain with systemic features suggest inflammatory, infectious, neoplastic or visceral causes.
- Acuity and trajectory. Improving, stable or worsening? A progressive neurologic deficit changes urgency immediately.
- Red flags. Any flag changes the plan from "treat" to "investigate or refer" until it is cleared.
- Yellow flags. Fear avoidance, catastrophizing, depression, work dissatisfaction and passive coping predict chronicity and shape the plan, not the diagnosis.
Using test accuracy without doing statistics in the room
You need not calculate likelihood ratios in a station, but know which tests rule in and which rule out. A negative result on a highly sensitive test helps rule a condition out (SnNout); a positive result on a highly specific test helps rule it in (SpPin). Clusters perform better than single tests: the commonly taught cervical radiculopathy cluster combines a positive upper limb tension test, rotation toward the symptomatic side under 60 degrees, a positive distraction test and a positive Spurling's test.
| Question | Better at ruling OUT when negative (sensitive) | Better at ruling IN when positive (specific) |
|---|---|---|
| Lumbar disc herniation with radiculopathy | Straight leg raise (ipsilateral) | Crossed straight leg raise; dermatomal deficit with matching reflex change |
| Cervical radiculopathy | Upper limb tension test (median bias) | Spurling's test; distraction relieving arm pain; the four test cluster |
| Anterior cruciate ligament tear | Lachman test | Pivot shift test |
| Sacroiliac joint pain | Three or more of five provocation tests negative argues against | Three or more of five provocation tests positive (distraction, thigh thrust, compression, sacral thrust, Gaenslen) |
Reasoning: Before entering, list the likely (L5 or S1 radiculopathy), the cannot miss (cauda equina syndrome, fracture, malignancy, infection) and the mimics (piriformis, hip, sacroiliac, vascular claudication). Introduce yourself, confirm identity, wash hands and ask permission to examine. Ask directly about saddle numbness, bladder and bowel change, worsening weakness, fever, weight loss, cancer and trauma: all negative. Exam: left SLR reproduces leg pain at 40 degrees, crossed SLR negative, great toe extension 4/5, reduced sensation over the dorsum of the foot, reflexes symmetric. Impression aloud: "Left L5 radiculopathy, most likely from an L4 to L5 disc herniation. The pain pattern, the positive straight leg raise and the weakness lifting your big toe all fit, and the nerves to your bladder and bowel test normal." Differentials: facet syndrome (less likely with neurologic signs), sacroiliac pain, piriformis syndrome. Critical actions: the cauda equina screen, a recorded baseline motor grade, and a safety net ("numbness between your legs, trouble passing urine or new weakness means the emergency department right away").
Name one specific working diagnosis (tissue, level, side, qualifiers), two to four ranked differentials that include the dangerous alternatives, and the pertinent positives and negatives that put each where it is. An impression without linked findings is a guess; an impression without a red flag screen is unsafe.
Section 2Ordering imaging and laboratory tests
The rule: order what changes management
Every order must answer "what will I do differently depending on the result?" Most acute, uncomplicated spinal pain without red flags needs no imaging at the first visit; routine imaging there does not improve outcomes, adds cost and radiation, and finds incidental degeneration that frightens patients. Examiners reward withholding unnecessary imaging and explaining why as much as ordering the right study when it is indicated.
Justify each order aloud in one sentence that contains the suspected condition and the trigger: "Because you are 72, have had steroid treatment and your pain started suddenly after a minor bump, I want lumbar radiographs today to look for a compression fracture." That sentence is the station equivalent of a clinical indication on a requisition, and it is exactly what an examiner checklist item such as "orders appropriate imaging with rationale" is looking for.
Clinical decision rules
Decision rules are validated shortcuts that tell you when imaging is unlikely to show a significant injury. Learn them in the form you can recite.
| Rule | Use | Imaging indicated if | Imaging not needed if |
|---|---|---|---|
| Canadian C-spine rule | Alert (GCS 15), stable adult after trauma | Any high risk factor: age 65 or older, dangerous mechanism (fall from 3 feet or 5 stairs, axial load, high speed or rollover collision, ejection, bicycle collision), or paresthesias in the extremities; or no low risk factor allowing safe assessment; or unable to actively rotate the neck 45 degrees left and right | No high risk factor, a low risk factor is present (simple rear end collision, sitting position in the emergency setting, ambulatory at any time, delayed onset of neck pain, no midline tenderness), and active rotation reaches 45 degrees both ways |
| NEXUS criteria | Blunt neck trauma | Any criterion is absent | No posterior midline tenderness, no intoxication, normal alertness, no focal neurologic deficit, no painful distracting injury |
| Ottawa ankle rules | Acute ankle injury | Malleolar zone pain plus bone tenderness at the posterior edge or tip of either malleolus (distal 6 cm), or inability to bear weight four steps both immediately and at the exam | None of the above |
| Ottawa foot rules | Acute midfoot injury | Midfoot zone pain plus tenderness at the base of the fifth metatarsal or the navicular, or inability to bear weight four steps | None of the above |
| Ottawa knee rule | Acute knee injury | Age 55 or older, isolated patellar tenderness, fibular head tenderness, inability to flex to 90 degrees, or inability to bear weight four steps | None of the above |
Red flags that justify imaging in spinal pain
For low back and neck pain without trauma, the indications for early imaging come from red flags. Each flag points at a specific dangerous condition, and the condition determines the modality.
| Red flag cluster | Suspected condition | First order | Next step if positive or suspicion persists |
|---|---|---|---|
| Saddle anesthesia, urinary retention or overflow incontinence, fecal incontinence, bilateral leg symptoms, progressive weakness | Cauda equina syndrome | No outpatient order: same day emergency referral for MRI and surgical evaluation | Emergency decompression |
| History of cancer, unexplained weight loss, age over 50 with new pain, night pain, failure to improve in about a month | Metastasis, multiple myeloma | Radiographs plus ESR or CRP and CBC; MRI if cancer history or neurologic signs | MRI with contrast, oncology referral |
| Fever, IV drug use, recent infection or procedure, immunosuppression, diabetes, focal spinous tenderness | Vertebral osteomyelitis, discitis, epidural abscess | ESR, CRP, CBC, blood cultures by the physician; urgent MRI with contrast | Urgent medical referral; abscess with neurologic signs is an emergency |
| Significant trauma, or minor trauma with age over 50 to 70, osteoporosis, chronic corticosteroid use | Fracture (including compression fracture) | Radiographs of the region | CT for bony detail; MRI to date a fracture or check the cord; DEXA later |
| Young adult, insidious onset, morning stiffness over 30 minutes, better with exercise, night pain in the second half of the night | Axial spondyloarthritis | Radiographs of the sacroiliac joints, ESR or CRP, HLA-B27 | MRI of the sacroiliac joints; rheumatology referral |
| Severe or progressive motor deficit, or radicular pain not improving after about 6 weeks of conservative care in a surgical or injection candidate | Disc herniation or stenosis needing intervention | MRI without contrast | Surgical or interventional referral |
Choosing the modality
| Modality | Best for | Limits and cautions |
|---|---|---|
| Plain radiographs | Fracture, alignment, instability (flexion and extension views), advanced bone destruction, spondylolisthesis, congenital anomalies, arthritis patterns | Insensitive to early infection and metastasis (about 30 to 50 percent of trabecular bone must be lost before a lytic lesion shows); radiation; pregnancy screening needed |
| MRI | Disc herniation, nerve root and cord compression, cauda equina syndrome, infection, marrow replacement by tumor, soft tissue and ligament injury, occult fracture edema | Pacemakers and some implants, claustrophobia, cost; findings like disc bulges are common in people without pain; contrast (gadolinium based agents) for infection, tumor and postoperative spine |
| CT | Complex fractures, posterior element detail, bony stenosis, patients who cannot have MRI (CT myelography) | Higher radiation dose; less soft tissue contrast than MRI |
| Radionuclide bone scan | Multifocal metastasis survey, occult or stress fracture, osteomyelitis | Sensitive but not specific; multiple myeloma is often cold (normal) on bone scan |
| DEXA | Bone mineral density (T-score of -2.5 or lower indicates osteoporosis) | Not a fracture study; spinal degenerative change can falsely raise lumbar values |
| Diagnostic ultrasound | Rotator cuff tears, tendinopathy, effusions, abdominal aortic aneurysm screening, deep vein thrombosis (duplex) | Operator dependent; cannot see through bone |
| Electrodiagnosis (EMG and NCS) | Radiculopathy versus peripheral entrapment, severity of carpal tunnel syndrome, polyneuropathy | Denervation changes may take about 3 weeks after onset to appear |
Gadolinium contrast for MRI is used with caution in severe renal impairment, and iodinated contrast for CT requires attention to kidney function and allergy history.
Laboratory tests a chiropractic station expects you to know
Chiropractic scope for ordering laboratory tests varies by jurisdiction, but every candidate is expected to know which test answers which question, and to say so whether you order it yourself or recommend it in a referral. Tests are adjuncts to a clinical suspicion; never order a panel and hope.
| Suspicion | Tests | What supports it |
|---|---|---|
| Infection or inflammation (screen) | ESR, CRP, CBC with differential | Raised ESR and CRP; leukocytosis with left shift in bacterial infection (may be absent in spinal infection) |
| Multiple myeloma | CBC, ESR, calcium, creatinine, total protein, serum protein electrophoresis, urine for Bence Jones protein | Anemia, very high ESR, hypercalcemia, renal impairment, M spike (the CRAB features plus monoclonal protein) |
| Bone metastasis or Paget disease | Alkaline phosphatase, calcium; PSA in men with suspected prostate primary | High alkaline phosphatase with blastic lesions or Paget; high PSA |
| Rheumatoid arthritis | Rheumatoid factor, anti-CCP antibodies, ESR, CRP | Anti-CCP is more specific than rheumatoid factor |
| Axial spondyloarthritis | HLA-B27, ESR, CRP | HLA-B27 positive in most patients but also in many healthy people; supportive only |
| Gout | Serum uric acid; joint aspiration by the physician | Negatively birefringent needle shaped crystals; serum urate can be normal during an attack |
| Giant cell arteritis | ESR, CRP, platelets | ESR commonly very high; diagnosis confirmed by temporal artery biopsy or imaging |
| Kidney stone, pyelonephritis | Urinalysis | Hematuria in stone; pyuria, leukocyte esterase, nitrites and bacteria in infection |
Reasoning: The card hands you three fracture risks: age over 70, chronic corticosteroid use and sudden onset with a trivial load. Confirm (height loss, prior fractures, cancer, weight loss, fever), percuss spinous processes gently, screen lower extremity neurology and gait, and perform no thoracic thrust or provocative loading. Say the order with its reason: "Because you take prednisone and the pain began suddenly with a light lift, I want x-rays of your mid back today to look for a compression fracture." Add the next steps: if a fracture is found, a DEXA scan and a bone health discussion with her physician; MRI and blood tests (CBC, ESR or CRP) if the fracture looks unusual or warning signs appear. Critical actions: no manipulation until fracture is excluded, a neurologic screen, a stated reason for the order, and osteoporosis follow up. New leg weakness would make it a same day emergency.
Order only what will change management, and say why in one sentence that names the suspected condition and the trigger. Use decision rules for trauma, red flags for non-traumatic spine pain, and match the modality and laboratory test to the condition you are trying to find.
Section 3Management decisions
Treat, co-manage or refer
After the impression, the station asks the central management question: is this patient appropriate for chiropractic care alone, appropriate for chiropractic care alongside another provider, or in need of referral before (or instead of) chiropractic care? Saying the decision out loud, with its reason, is usually a checklist item in itself.
- Treat when the presentation is a neuromusculoskeletal condition within scope, the pain behaves mechanically, the findings support the diagnosis, there are no red flags (or they have been cleared), there is no contraindication to the planned procedures, and the condition is expected to respond to conservative care.
- Co-manage when chiropractic care is appropriate but another provider must manage part of the problem: a stable radiculopathy that may need medication or an injection, a patient with diabetes or on anticoagulants whose comorbidity affects technique choice and healing, osteoporosis needing medical therapy, inflammatory arthritis under rheumatology care, chronic pain with depression or anxiety needing behavioral health support, or pregnancy under obstetric care.
- Refer when the complaint is not a neuromusculoskeletal condition (visceral, systemic or psychiatric), when a red flag needs investigation outside your scope, when there is an absolute contraindication to the care you would provide, when the condition is worsening or a neurologic deficit is progressing, or when a properly conducted trial of care has failed.
Referral is not abandonment, and you can say so: "I want your doctor to see you today about the fever and back pain together. Once infection is ruled out, I am happy to help with the back pain."
The treatment plan
A treatment plan said aloud in a station should be short but complete. Use the same order every time so you never leave out an element:
| Element | What to say | Example (acute mechanical neck pain) |
|---|---|---|
| Diagnosis | The working diagnosis in plain words | "Irritated joints in the lower neck with tight surrounding muscles." |
| Procedures | What you will do and to which regions | "Gentle adjustments of the neck and upper back, soft tissue work, and exercises." |
| Frequency and duration | Visits per week and length of the trial | "About two visits a week for two to three weeks, then we recheck." |
| Goals | Short and long term, measurable and functional | "In two weeks, turning your head to check the car's blind spot without sharp pain; in six weeks, working a full day at the computer with pain under 2 out of 10." |
| Outcome measures | The baseline numbers you will repeat | Numeric pain rating, Neck Disability Index, rotation range of motion |
| Home care | Active self management | Hourly posture breaks, chin tuck and deep neck flexor exercise, heat or ice as preferred, stay active |
| Re-examination | When and what triggers change | "Recheck at visit four or in two weeks; if we are not clearly improving, we change the approach or I refer you." |
| Safety net | What to watch for and do | "If you get dizziness, double vision, trouble speaking or swallowing, or a sudden severe headache, call 911." |
Frequency is highest in the acute phase and tapers as function improves; a common pattern for an acute uncomplicated case is two to three visits per week for two weeks, then reassessment. Chronic cases use lower frequency and more active care. A trial of care (commonly about two weeks) must produce measurable change; if a second trial with a different approach also fails (roughly four weeks overall), change the plan, investigate further or refer.
Outcome measures and meaningful change
Measurable goals require baseline numbers. Use a validated measure suited to the region, record it at the first visit and repeat it at every re-examination.
| Measure | Region or use | Commonly cited meaningful change |
|---|---|---|
| Numeric pain rating scale (0 to 10) | Any pain | About 2 points, or about 30 percent |
| Oswestry Disability Index | Low back | About 10 percentage points |
| Neck Disability Index | Neck | About 5 to 7 points of 50 (10 to 14 percentage points) |
| Patient Specific Functional Scale | Any region; patient names 3 to 5 activities | About 2 points (average score) |
| STarT Back screening tool | Low back risk stratification | Classifies low, medium or high risk of poor outcome, guiding how much psychologically informed care is needed |
Home care and active management
Guidelines for spinal pain favor reassurance, staying active and exercise, with manual therapy as part of a multimodal plan. Home care should include an activity modification (not bed rest), a diagnosis specific exercise (repeated extension for a directional preference disc presentation, deep neck flexor training for neck pain, eccentric loading for tendinopathy) and a self care measure. Teach and check: "Show me how you will do that exercise." When yellow flags appear, explain that hurt does not equal harm, set graded activity goals, and consider behavioral health co-management for high risk patients.
Address yellow flags when they appear: explain that hurt does not equal harm, set graded activity goals, and consider screening tools such as STarT Back. Patients at high risk of chronic disability benefit from more education and psychologically informed care, and sometimes from a referral to behavioral health; this is co-management, not dismissal of the physical problem.
Reasoning: Link the impression to findings: "Your pain is on the right low back, worse bending backward and twisting, pressing on the joints at the bottom of your spine reproduced it, and your nerve tests are normal. This is an irritated facet joint at L5 to S1 with muscle guarding, common and very treatable." Then the plan in order: lumbar and sacroiliac adjustments, soft tissue work and exercise; two to three visits a week for two weeks; goals (a full work day with pain under 3 of 10 in two weeks, gardening in four to six weeks); baselines (pain 7 of 10, Oswestry 32 percent); home care (walk twice daily, gentle mobility exercises, heat, no bed rest); re-examination at two weeks. Obtain consent (Chapter 8) and give a safety net. Critical actions: no imaging, with the reason (no red flags, it would not change the plan), a measurable goal, and consent before care.
Choose a lane (treat, co-manage or refer) and give the reason. A complete plan names the procedures, frequency and duration, measurable functional goals, outcome measures with baselines, home care, the re-examination date and a safety net. A failed trial of care is a reason to change course, not to continue.
Section 4Contraindications and urgent referral scenarios
Contraindications to manipulation
A contraindication is a condition that makes a procedure inadvisable. An absolute contraindication means do not perform that procedure in that region at all (other care may still be possible elsewhere or with different methods). A relative contraindication means the procedure can be modified (lower force, different technique, avoid the region, avoid end range, avoid rotation) with appropriate caution and consent. Stations test whether you notice the condition and whether you choose an appropriate modification or referral.
| Category | Absolute (do not thrust the region) | Relative (modify, reduce force, co-manage) |
|---|---|---|
| Vascular | Suspected acute cervical artery dissection, aortic aneurysm with symptoms, active bleeding disorder with acute bleeding | Anticoagulant therapy, stable small aneurysm under surveillance, uncontrolled hypertension (defer until controlled), vertebrobasilar insufficiency history |
| Bone | Acute fracture, tumor in the region, active infection (osteomyelitis, discitis), severe osteoporosis at the segment | Osteopenia or treated osteoporosis (low force methods), healed fracture, Paget disease (stable) |
| Joint and ligament | Atlantoaxial instability (rheumatoid arthritis, Down syndrome, os odontoideum), acute inflammatory arthritis flare at the region, ligamentous rupture, unstable spondylolisthesis | Hypermobility syndromes, stable spondylolisthesis, inflammatory arthritis in remission |
| Neurologic | Cauda equina syndrome, cord compression or myelopathy signs, rapidly progressive deficit | Stable radiculopathy (avoid positions that peripheralize symptoms), prior spinal surgery or fusion (avoid fused segments) |
| Other | Patient refusal or no consent; a diagnosis you cannot make (no working diagnosis) | Pregnancy (positioning and modified technique), recent surgery, anxiety about manipulation |
Urgency levels and what to say
The response to a red flag must match its urgency. Use four levels and decide which one applies before you speak. In the station, stop any further examination or treatment that could worsen the condition, stay with the patient when the problem is an emergency, explain what you are doing and why, and document.
Cauda equina syndrome
Cauda equina syndrome (CES) is compression of the lumbosacral roots below the conus, usually by a large central disc herniation at L4 to L5 or L5 to S1, less often by tumor, abscess, hematoma or severe stenosis. Key features: saddle anesthesia, urinary retention (the earliest and most consistent sphincter sign, later overflow incontinence), fecal incontinence or reduced anal sensation, sexual dysfunction, bilateral or alternating sciatica, and leg weakness with reduced ankle reflexes. Outcome depends on early decompression, so the response is same day emergency evaluation for MRI and surgical consultation: no outpatient MRI and waiting, no manipulation, no driving home. Call ahead and send a brief written summary.
What to say: "The numbness between your legs and the change in your bladder tell me the nerves at the bottom of your spine may be squeezed. That is an emergency, because the sooner the pressure is relieved, the better those nerves recover. I am not going to treat your back today. I am calling the emergency department now. Is someone here who can drive you, or should I call an ambulance?"
Fracture and infection
For suspected fracture, use the Section 2 decision rules. A suspected unstable cervical fracture (midline tenderness, dangerous mechanism, neurologic signs) means immobilize the neck, do not move the patient unnecessarily, and call emergency services; a suspected stable compression fracture needs radiographs before any manipulation of the region. Suspected spinal infection (fever, IV drug use, recent bacteremia or procedure, diabetes, unrelenting pain with focal spinous tenderness) needs same day medical evaluation, because an epidural abscess can progress to paralysis within hours to days.
Vascular emergencies: dissection and stroke
Cervical artery dissection (vertebral or internal carotid) often presents first with neck pain and headache, which is why patients with an early dissection may seek chiropractic care before any neurologic signs appear. Suspect it when neck or occipital pain is sudden, severe and unusual for the patient, especially after minor trauma or sudden neck movement, and when accompanied by any posterior circulation sign: the 5 Ds and 3 Ns (dizziness, diplopia, dysarthria, dysphagia, drop attacks; nausea, numbness, nystagmus) plus ataxia. Internal carotid dissection can produce a partial Horner syndrome (ptosis and miosis), pulsatile tinnitus, and pain around the eye or temple.
Stroke signs follow BE FAST: Balance loss, Eyes (vision loss or double vision), Face drooping, Arm weakness, Speech difficulty, Time to call 911. In the station, a patient with any of these signs (during history, examination or after a procedure) needs: immediate cessation of examination and treatment, a call to 911, notation of the time last known well, monitoring of airway, breathing and level of consciousness, keeping the patient lying down or seated safely (nothing by mouth), and staying with them until care arrives. Do not drive the patient yourself and do not send them home to call their physician.
Reasoning: Sudden, severe, unusual neck pain and headache after a minor movement is dissection until proven otherwise, and "worst headache of my life" raises subarachnoid hemorrhage. Ask about dizziness, double vision, slurred speech, swallowing trouble, falls, numbness, nausea, pulsatile tinnitus, a drooping eyelid. Check pupils and eyelids (partial Horner syndrome), eye movements and nystagmus, facial symmetry, speech, arm drift and coordination. Perform no provocative cervical tests and no adjustment. Any posterior circulation symptom or focal sign: "I am concerned one of the arteries in your neck may be injured. That needs emergency imaging now. I am calling 911 and I will stay with you." Even with a normal neurologic screen, the sudden worst ever headache needs same day emergency evaluation. Document onset time, findings and actions. Critical actions: no manipulation, no provocative testing, recognition of the pattern, emergency transfer.
Cardiac, aortic and other visceral emergencies
| Emergency | Station clues | Action |
|---|---|---|
| Acute coronary syndrome | Left arm, jaw, neck or interscapular pain with exertion, diaphoresis, dyspnea, nausea; risk factors; women and diabetics may have atypical symptoms | Stop, call 911, keep the patient seated and calm; follow emergency protocols on aspirin if no allergy and permitted in your setting |
| Ruptured or expanding abdominal aortic aneurysm | Older male smoker, sudden severe back or abdominal pain, pulsatile abdominal mass, hypotension, syncope | Call 911; no abdominal palpation beyond gentle assessment; no manipulation |
| Aortic dissection | Sudden tearing chest pain radiating to the back, blood pressure difference between arms, hypertension history, connective tissue disorder | Call 911 |
| Subarachnoid hemorrhage | Thunderclap headache reaching maximum within a minute, neck stiffness, vomiting, altered consciousness | Call 911 |
| Meningitis | Fever, headache, neck stiffness, photophobia, rash, positive Kernig or Brudzinski sign | Call 911 or immediate emergency transfer |
| Ectopic pregnancy | Woman of reproductive age, missed period, unilateral pelvic or low back pain, vaginal bleeding, shoulder tip pain, lightheadedness | Emergency department now (911 if unstable) |
| Giant cell arteritis | Age over 50, new temporal headache, scalp tenderness, jaw claudication, visual symptoms, polymyalgia symptoms | Same day medical evaluation (ESR, CRP, steroids) to prevent permanent vision loss |
If a problem appears after treatment
If a patient becomes dizzy, nauseated, confused, weak or develops a new neurologic symptom during or after care: stop, keep the patient lying or seated safely, check consciousness, airway, breathing, circulation and vital signs, perform a rapid neurologic screen (BE FAST, pupils, nystagmus), call 911 for any focal sign or failure to resolve promptly, note the time and stay with the patient. Then document exactly what happened and what you did, and tell the patient honestly. A brief vasovagal response that resolves lying down is managed by positioning and observation, but call it benign only after the neurologic screen.
Know the absolute and relative contraindications, and match every red flag to an urgency level before you speak. Emergencies (stroke and dissection signs, cauda equina, cardiac and aortic events, thunderclap headache, meningitis) mean stop, call or send immediately, stay with the patient, and document; no station is passed by adjusting through a red flag.
Section 5Common case management station patterns
One routine for every station
Case stations look different on the door card but share one skeleton. Practice a single routine until it is automatic so your attention is free for reasoning. The official instructions for each station always take priority, so read the task line twice.
| Step | What you do | What you say aloud |
|---|---|---|
| Door card | Read the task twice; list likely, cannot miss and mimic diagnoses | (Nothing yet; plan your first three questions) |
| Greet and identify | Knock, introduce, confirm name and date of birth, hand hygiene | "Hello, I am Dr. Lee, one of the chiropractors. Can you tell me your full name and date of birth?" |
| Characterize the complaint | OPQRST (onset, provocation and palliation, quality, region and radiation, severity, timing), mechanism, prior episodes and care | "Show me with one finger where it hurts most. Does it travel anywhere?" |
| Red flag screen | Ask the region specific flags directly | "Any fever, weight loss you cannot explain, history of cancer, numbness between the legs, trouble with your bladder?" |
| Consent to examine | Explain the exam, offer gown and chaperone, drape | "I would like to examine your back and check the nerves to your legs. Is that all right?" |
| Examination | Vitals if not given, inspection, palpation, range of motion, neurologic, orthopedic tests that test your hypotheses | Narrate briefly: "I am going to check the strength in your ankles now." |
| Impression | Working diagnosis with linked findings; differentials with reasons | "What I found points to..." |
| Orders and plan | Imaging and labs with reasons (or why not), lane, plan elements, consent for treatment | "I do not think x-rays will help today, because..." |
| Close | Questions, teach back, safety net, follow up | "What questions do you have? Tell me what you will do if..." |
Neck pain walk through
Reasoning: Likely: C6 radiculopathy. Cannot miss: cervical myelopathy, Pancoast tumor (smoker, Horner syndrome), dissection (sudden onset), cardiac referral. Mimics: carpal tunnel syndrome, de Quervain tenosynovitis, thoracic outlet syndrome. Ask about hand clumsiness, gait and bladder change (myelopathy), smoking, weight loss and the 5 Ds and 3 Ns. Exam: rotation right reduced, Spurling's right reproduces thumb tingling, distraction eases it, upper limb tension test positive, biceps and brachioradialis reflexes reduced, wrist extension 4/5, thumb hypesthesia; Hoffmann negative, normal tandem gait, Phalen and Tinel negative. Impression: "Right C6 radiculopathy, most likely from a C5 to C6 disc or foraminal narrowing." No imaging now (no trauma, no red flag, mild stable weakness); MRI if weakness progresses, no improvement by about 6 weeks, or injection or surgery is considered. Lane: treat with low force cervical care that avoids peripheralizing positions, co-manage if pain control is inadequate. Outcomes: Neck Disability Index and wrist extension strength. Safety net: increasing weakness, symptoms in both arms or legs, balance or bladder change.
Low back pain walk through: neurogenic versus vascular claudication
Reasoning: Discriminate neurogenic claudication (lumbar stenosis) from vascular claudication (peripheral arterial disease), and screen the cannot miss list for her age (malignancy, compression fracture, aneurysm). Stenosis eases with sitting or bending forward, is easier uphill or leaning on a cart, and tolerates cycling; vascular pain eases with standing still and worsens with any effort. Examine lumbar extension, lower extremity neurology and the vascular exam (pedal pulses, skin and hair changes, capillary refill, ankle brachial index of 0.9 or lower suggests arterial disease). With good pulses and flexion relief, the impression is lumbar spinal stenosis with neurogenic claudication. Radiographs are reasonable for new chronic symptoms at 71; MRI if she becomes an injection or surgical candidate or deficits progress. Plan: flexion based exercise, cycling, a walking program, low force care, co-management with her physician, and a safety net for bladder change, saddle numbness or worsening weakness.
Headache walk through
Every headache station is first a red flag screen. Use SNOOP: Systemic symptoms or illness (fever, weight loss, cancer, immunosuppression), Neurologic signs (focal deficit, confusion, papilledema), Onset sudden (thunderclap), Older age at onset (new headache over 50), and Pattern change (progressive, positional, triggered by Valsalva or exertion, a change from a prior pattern). Then classify the primary headache.
| Feature | Cervicogenic | Tension type | Migraine | Cluster |
|---|---|---|---|---|
| Location | Unilateral, does not shift sides, occipital spreading forward | Bilateral, band like | Often unilateral, may alternate sides | Strictly unilateral, orbital or temporal |
| Quality | Non throbbing ache | Pressing or tightening | Pulsating | Severe boring or stabbing |
| Associated | Reduced neck motion, provoked by neck posture or pressure on upper cervical joints | No nausea; mild photophobia or phonophobia only one of the two | Nausea, photophobia and phonophobia, aura in some; worse with activity | Lacrimation, rhinorrhea, ptosis, miosis on the same side; restlessness |
| Duration | Hours to days, fluctuating | 30 minutes to 7 days | 4 to 72 hours | 15 to 180 minutes, in clusters, often at night |
Reasoning: New headache after 50 with scalp tenderness triggers giant cell arteritis. Ask about jaw claudication, visual changes, fever, weight loss and shoulder and hip girdle stiffness (polymyalgia rheumatica). Palpate the temporal arteries, check visual acuity, fields and cranial nerves. Say: "Your headache and sore scalp could come from inflamed arteries in your head, which can threaten your eyesight. I want you to see a physician today for blood tests and treatment." Any visual loss makes it an emergency department referral now. Critical actions: the age and pattern red flags, jaw and vision questions, and same day referral rather than treating the neck.
Extremity walk through
Reasoning: Apply the Ottawa ankle and foot rules first: palpate the posterior edge and tip of both malleoli over the distal 6 cm, the base of the fifth metatarsal and the navicular, and watch four steps. Tenderness is over the anterior talofibular ligament only and she takes four steps: no radiographs, and say why. Grade the sprain (anterior drawer, talar tilt, squeeze and external rotation tests for a high ankle sprain) and check distal neurovascular status. Impression: grade II lateral ankle sprain (ATFL). Plan: brace, early protected weight bearing, ice and elevation, mobilization as pain allows, then strength and balance training with graded return to running. Safety net: worsening pain, inability to bear weight, numbness, a cold pale foot or calf swelling.
Visceral mimic walk through
Visceral pain is referred to the body wall through shared spinal segments. Stations hide a visceral cause behind a musculoskeletal complaint; the clues are pain unchanged by movement or position, constant or colicky pain, systemic symptoms, links to meals, urination, menstruation or exertion, and abnormal vital signs.
| Organ | Referred pain site | Distinguishing clues |
|---|---|---|
| Heart | Left arm, jaw, neck, interscapular | Exertional, with dyspnea or diaphoresis; not reproduced by palpation or movement |
| Gallbladder | Right upper quadrant, right scapula or shoulder | After fatty meals, Murphy sign, fever in cholecystitis |
| Pancreas | Epigastric through to the mid back | Alcohol or gallstones, eased by leaning forward, nausea |
| Kidney and ureter | Flank to groin, costovertebral angle | Colicky in stone (cannot lie still), hematuria; fever, dysuria and CVA tenderness in pyelonephritis |
| Abdominal aorta | Low back, abdomen, flank | Older male smoker, pulsatile mass, abdominal bruit |
| Uterus, ovary, ectopic pregnancy | Low back, sacrum, pelvis | Menstrual relation, pregnancy possible, vaginal bleeding |
| Prostate | Low back, perineum, sacrum | Urinary symptoms, older man, metastatic risk |
| Diaphragm (spleen, liver, subphrenic) | Shoulder tip (C3 to C5) | Kehr sign after trauma (splenic rupture), abdominal findings |
| Lung (Pancoast tumor, pneumonia, embolus) | Shoulder, medial arm, chest wall | Smoker, cough, hemoptysis, Horner syndrome, dyspnea |
Reasoning: A patient who cannot keep still with colicky flank to groin pain suggests ureteral colic; mechanical back pain makes patients keep still. Ask about blood in the urine, prior stones, nausea, fever and chills (an infected obstructed kidney is an emergency), and urinary burning. Lumbar movement and palpation do not change the pain; costovertebral angle percussion is tender on the left. Impression: probable left ureteral calculus, differentials pyelonephritis and (in older patients) aortic aneurysm. Refer the same day to the emergency department or his physician for analgesia and imaging (noncontrast CT); fever or rigors make it an emergency. Do not treat the spine for this complaint.
Run the same station routine every time: door card lists, focused history with a red flag screen, an examination that tests hypotheses, a linked impression, justified orders, a management lane with a full plan, and a safety net. The scenario changes; the skeleton and the critical actions (recognize the dangerous pattern, act on it, explain it) do not.
The chapter in one breath
- A board ready working diagnosis names the tissue, level, side and qualifiers, and is spoken with the findings that support it.
- A useful differential diagnosis has two to four ranked items, including the cannot miss conditions, each kept or dropped for a stated reason.
- Pertinent negatives (normal saddle sensation, no 5 Ds and 3 Ns) prove your safety screen was deliberate; say them.
- Sensitive tests rule out when negative (SnNout); specific tests rule in when positive (SpPin); clusters beat single tests.
- Order only tests that change management and justify each in one sentence; use the Canadian C-spine rule, NEXUS and the Ottawa rules for trauma and red flags for non-traumatic spine pain.
- Match the modality to the question: radiographs for fracture and alignment, MRI for disc, nerve, cord, infection and marrow, CT for bony detail, DEXA for bone density, labs such as ESR, CRP, CBC and protein electrophoresis for inflammation, infection and myeloma.
- Choose a lane (treat, co-manage, refer) and give the reason; a referral can lead back to care once the workup is clear.
- A complete plan has procedures, frequency and duration, measurable functional goals, outcome measures with baselines, home care, a re-examination date and a safety net.
- Know the absolute and relative contraindications, especially fracture, tumor, infection, instability (rheumatoid arthritis, Down syndrome) and acute dissection.
- Cauda equina syndrome, stroke and dissection signs, thunderclap headache, cardiac and aortic emergencies call for stopping care and immediate emergency referral; giant cell arteritis needs same day medical care.
- Visceral mimics reveal themselves by non-mechanical pain, systemic symptoms and organ specific triggers; the station rewards noticing them and referring.
Words worth knowing
| Term | What it means |
|---|---|
| Door card | The written card outside a station giving the patient's basic details, chief complaint, sometimes vital signs, and the task to perform. |
| Critical action | A checklist item of high weight, such as recognizing an emergency or withholding contraindicated care, that can decide a station on its own. |
| Working diagnosis | The single most likely diagnosis that explains the complaint and findings and drives the plan. |
| Differential diagnosis | The ranked list of other conditions that could explain the presentation and must be considered or excluded. |
| Pertinent negative | An expected finding that is absent and argues against an alternative diagnosis. |
| Sensitivity | The proportion of people with a condition who test positive; a negative result on a highly sensitive test helps rule the condition out. |
| Specificity | The proportion of people without a condition who test negative; a positive result on a highly specific test helps rule the condition in. |
| Red flag | A history or examination feature suggesting serious pathology (fracture, cancer, infection, neurologic compromise, vascular or visceral disease). |
| Canadian C-spine rule | A decision rule for alert, stable trauma patients that uses high risk factors, low risk factors and active rotation to decide on cervical imaging. |
| NEXUS criteria | Five criteria (no midline tenderness, no intoxication, normal alertness, no focal deficit, no distracting injury) that, if all met, make cervical imaging unnecessary. |
| Ottawa ankle rules | A decision rule using malleolar and midfoot bone tenderness and weight bearing to decide whether ankle or foot radiographs are needed. |
| Trial of care | A defined period of treatment, commonly about two weeks, after which measurable progress must be shown to continue the same plan. |
| Outcome measure | A validated scale, such as the Oswestry Disability Index or Neck Disability Index, used to quantify function and track change. |
| Minimal clinically important difference | The smallest change in an outcome score that patients perceive as meaningful. |
| Co-management | Shared care of a patient by the chiropractor and another provider, each managing part of the problem with communication between them. |
| Absolute contraindication | A condition in which a procedure must not be performed in that region. |
| Cauda equina syndrome | Compression of the lumbosacral nerve roots causing saddle anesthesia, sphincter dysfunction and leg weakness; a surgical emergency. |
| Cervical artery dissection | A tear in the wall of the vertebral or internal carotid artery that can cause neck pain, headache and stroke. |
| 5 Ds and 3 Ns | Posterior circulation warning signs: dizziness, diplopia, dysarthria, dysphagia, drop attacks, nausea, numbness and nystagmus. |
| BE FAST | Stroke recognition mnemonic: balance, eyes, face, arm, speech, time to call emergency services. |
| SNOOP | Headache red flag mnemonic: systemic signs, neurologic signs, onset sudden, older age at onset, pattern change. |
| Giant cell arteritis | Inflammation of medium and large arteries in people over 50, causing temporal headache, jaw claudication and risk of blindness. |
| Neurogenic claudication | Leg pain or heaviness with walking from lumbar spinal stenosis, relieved by sitting or flexing forward. |
| Visceral referred pain | Pain felt in the body wall or limbs from an internal organ that shares spinal segment innervation. |
| Safety net | Clear instructions to the patient about warning signs and exactly what to do if they appear. |
Check yourself
Documentation, Consent, Communication and Referral
The best examination and the soundest plan are worth little if they are not written down clearly, agreed to by an informed patient, explained in words the patient understands, and passed accurately to the next clinician. Case management stations score these communication tasks as heavily as the clinical ones, and in practice they are where most complaints and legal claims begin. This chapter gives you the scripts, structures and documentation habits that let you do all of it well inside a timed station.
By the end of this chapter you can
- Write a concise SOAP note that records pertinent positives and negatives, a specific assessment and a complete plan, using accepted abbreviations and correction rules.
- Explain the elements of valid informed consent (capacity, disclosure, understanding, voluntariness, documentation) and the material risk standard.
- Deliver a PARQ consent conversation for spinal manipulation, including an accurate, calm discussion of cervical artery dissection and common benign reactions.
- Give a structured report of findings in plain language and confirm understanding with teach-back.
- Write a referral letter and give a telephone handoff using SBAR, matched to the urgency of the problem.
- Use SPIKES and NURSE to deliver unwelcome news and respond to emotion.
- Handle informed refusal, boundary challenges, chaperones and draping professionally.
- Work with professional interpreters and practice cultural humility in a station.
Section 1The patient note
Why the note matters in a station
Some case stations are followed by a written task: a patient note, a set of short answers, or both. Others score documentation indirectly by asking you to state what you would record. Either way, the note is judged on the same standard used in practice: could another clinician pick it up, understand what you found and why you decided what you did, and continue care safely? In practice the record is also a legal document, the basis for billing and the evidence that consent was obtained and red flags were considered. If it is not documented, for legal and audit purposes it was not done. Check the current official candidate materials for the format and length of any written component; the structure below works for any of them.
SOAP structure
The SOAP format divides the note into Subjective, Objective, Assessment and Plan. Its strength is that each part feeds the next: subjective and objective findings support the assessment, and the assessment justifies the plan. A reader should be able to trace every plan item back to a finding.
| Section | Include | Common errors |
|---|---|---|
| Subjective | Chief complaint in the patient's words; onset, mechanism, location, radiation, quality, severity (0 to 10), timing, aggravating and relieving factors; red flag screen answers; relevant past history, medications (especially anticoagulants, steroids), allergies, social and occupational history; baseline outcome score | Omitting negative red flag answers; recording interpretations ("disc pain") instead of symptoms |
| Objective | Vital signs; observation and posture; palpation findings with level and side; range of motion with degrees or percent and the pain response; orthopedic tests named with the result and which pain was reproduced; neurologic findings (motor grades, reflexes graded 0 to 4+, dermatomal sensation); imaging or lab results | "Ortho tests positive" without naming them; no side or level; missing neurologic grades |
| Assessment | Working diagnosis with level and side, differentials, neurologic status, severity and acuity, prognosis, complicating factors, response since the last visit | A symptom as the diagnosis; no differential; no mention of red flags considered |
| Plan | Procedures and regions treated (including technique), frequency and duration, measurable goals, home care, orders with indication, referral or co-management, consent obtained, re-examination date, safety net instructions given | No frequency or goals; orders without reasons; consent not recorded |
Writing findings so they can be read
Good findings are specific, measurable and lateralized. Write "Cervical rotation R 50° with R neck pain, L 75° pain free" rather than "decreased ROM." Write "Spurling's R: reproduced R arm pain to the thumb" rather than "Spurling's +." For neurologic findings use standard grades: muscle strength 0 to 5 (5 normal, 4 movement against some resistance, 3 against gravity only) and deep tendon reflexes 0 to 4+ (2+ normal). Record pertinent negatives explicitly, for example "Denies saddle anesthesia, bladder or bowel change; no fever or weight loss." These lines carry your safety screen into the record and are often what an examiner reads first.
Use only accepted abbreviations. Avoid abbreviations on safety "do not use" lists (such as "QD," "U" for units, trailing zeros) and ambiguous shorthand. Common accepted ones in musculoskeletal notes: CC, HPI, ROS, PMH, ROM, SLR, DTR, NRS, ODI, NDI, WNL (use carefully: "within normal limits" must mean you tested it), R and L, bilat, Dx, DDx, Tx, Rx, HEP (home exercise program), f/u, w/o.
| Weak entry | Better entry |
|---|---|
| Neck pain, worse lately | CC: R neck pain x 3 wks, insidious onset, 6/10, worse w/ computer use, radiates to R upper trapezius, no arm sx |
| Neuro WNL | Myotomes C5 to T1 5/5 bilat; DTR biceps, brachioradialis, triceps 2+ bilat; light touch intact C5 to T1 |
| Low back sprain | Dx: Acute R L5 to S1 facet syndrome; DDx: SI joint dysfunction (provocation cluster 1/5), discogenic pain (no peripheralization); no red flags |
| Adjusted, return next week | Tx: diversified HVLA L5 (R side posture), SI mobilization; HEP: walking 20 min bid, cat camel 10 reps tid; f/u 2x/wk x 2 wks; re-exam visit 4 (ODI, NRS); consent PARQ obtained, questions answered |
Documentation rules
- Timeliness. Write the note at the visit or as soon as possible. Entries made later are labeled as late entries with the current date and time and the date of the visit they describe.
- Corrections. Draw a single line through the error so it remains legible, write the correction, and date and initial it. Never erase, use correction fluid, overwrite or remove pages. In electronic records, use the amendment function, which keeps the original visible in the audit trail.
- Objectivity. Record facts and quotations, not judgments of the patient ("patient is difficult" is a judgment; "patient declined lumbar radiographs after the risks of not imaging were explained" is a fact).
- Identification. Every page carries the patient's name and a second identifier (date of birth or record number), the date, and your signature or electronic authentication.
- Confidentiality. Disclose only the minimum necessary for the purpose, except to other treating providers for treatment, and follow privacy law for release of records.
- Adverse events and refusals. Record what happened, the time, what you did, who you notified and what you told the patient. Record refusals with the risks explained.
Reasoning: Write it in SOAP order. S: "44 yo F, R LBP and buttock pain x 10 d after lifting, 6/10, worse extension and rotation, no radiation below knee. Denies saddle anesthesia, bladder or bowel change, fever, wt loss, CA hx. ODI 34%." O: "Flexion 60° end range pain; ext 15° R LBP; R Kemp's local pain only; SLR neg bilat; L2 to S1 myotomes 5/5, patellar and Achilles 2+ bilat, sensation intact; SI provocation 1/5." A: "Acute R lumbar facet syndrome L4 to S1. DDx: SI joint dysfunction (cluster negative), discogenic pain (no peripheralization, SLR neg). No red flags; no imaging indicated." P: "HVLA lumbar, soft tissue, 2 to 3x/wk x 2 wks; goals: sit 60 min at work w/ pain under 3/10 in 2 wks; HEP walking and mobility; no imaging (no red flags); consent obtained after PARQ; re-exam in 2 wks with ODI and NRS; safety net given for leg sx, saddle numbness, bladder change." Critical elements: documented red flag negatives, a specific assessment, a reason for not imaging, consent and a re-exam date.
A good SOAP note lets another clinician continue care safely: specific, measurable, lateralized findings; pertinent negatives that record the red flag screen; a specific assessment with differentials; and a plan that names procedures, frequency, goals, orders, consent and re-examination. Correct errors with a single line, date and initials; never obliterate.
Section 2Informed consent in practice
Elements of valid consent
Informed consent is a process of shared decision making, of which the signed form is only the record. Valid consent requires five things. The patient must have capacity; must receive adequate disclosure; must understand what was disclosed; must decide voluntarily, free from coercion or undue pressure; and the process must be documented. Consent is specific to the procedures and regions discussed, and it is renewed when the plan, technique or risk profile changes.
Capacity is decision specific and is presumed in adults unless there is reason to doubt it. A patient has capacity for a decision when they can understand the relevant information, appreciate how it applies to them, reason about the options, and communicate a choice. Intoxication, acute confusion, severe pain or distress, and some cognitive impairments may reduce capacity temporarily. Minors generally need consent from a parent or legal guardian, with the child's assent sought in age appropriate language; local law governs exceptions (emancipated minors, specific statutes). For adults lacking capacity, a legally authorized representative decides. In a true emergency, care needed to prevent serious harm may proceed under implied consent, which does not extend to elective manipulation.
The disclosure standard in most jurisdictions is the material risk or reasonable patient standard: disclose what a reasonable person in this patient's position would want to know to make the decision, including rare but serious risks. The older professional standard asked what a reasonable practitioner would disclose. Treating without consent can constitute battery even if the care was skillful; failing to disclose a material risk that then occurs can support a negligence claim.
PARQ: the disclosure script
| Element | Content | What you say aloud (lumbar example) |
|---|---|---|
| Procedure | What you will do, where, how it feels, the sound of cavitation, any sensitive contacts or positions | "I recommend an adjustment to your lower back: a quick, controlled push on one joint while you lie on your side. You may hear a pop, which is gas releasing from the joint." |
| Alternatives | Other manual or low force methods, exercise, medication through your physician, referral to another provider, no treatment and the likely natural history | "Other options include gentle mobilization without the quick push, exercise alone, medicine from your physician, or waiting, since many back strains improve over several weeks." |
| Risks | Common benign reactions and rare serious ones, in plain numbers where possible, plus the risks of the alternatives | "About a third to a half of people feel some soreness or stiffness for a day or two. Serious problems such as a disc injury or nerve compression are very rare." |
| Questions | Invite questions, check understanding, confirm the right to decline or stop at any time | "What questions do you have? You can ask me to stop at any time. Would you like to go ahead?" |
Discussing cervical artery dissection
For cervical manipulation, the material rare risk patients most need to hear about is stroke associated with cervical artery dissection. The evidence is debated: dissection is rare, estimates of manipulation associated cases vary widely between studies, and population studies show that people with an early dissection often seek care for neck pain and headache from both chiropractors and primary care physicians before the stroke occurs, which makes a causal relationship difficult to establish. A balanced disclosure states that the risk is rare, that it cannot be reduced to zero, that you screen for warning signs, and that alternatives without cervical thrust exist. Avoid both minimizing ("it never happens") and alarming exaggeration.
A station ready script: "With neck adjustments there is a very rare risk of a stroke related to a tear in an artery in the neck. Research has not settled whether the adjustment causes these tears or whether people with an early tear come in because of the neck pain and headache it produces, but I take it seriously. I have asked you about warning signs, and I will check in with you during treatment. If you prefer, I can treat your neck without the quick thrust, using mobilization, soft tissue work and exercise. If you ever notice dizziness, double vision, trouble speaking or swallowing, or sudden severe headache, call 911."
| Reaction type | Examples | How to describe frequency |
|---|---|---|
| Common, benign, short lived | Local soreness or stiffness, headache, fatigue, transient radiating discomfort | Common: about a third to a half of patients, usually starting within a day and resolving within 24 to 48 hours |
| Uncommon | Rib or muscle strain, temporary worsening of radicular symptoms | Uncommon; reported more often with higher force and in vulnerable patients |
| Rare, serious | Cervical artery dissection with stroke, cauda equina syndrome, fracture in osteoporotic bone | Rare; estimates vary widely and most are in the range of one in many hundreds of thousands of manipulations or less |
Documenting consent
Record that consent was obtained, what was discussed (each PARQ element, including the specific rare risks named), that questions were invited and answered, the patient's decision, the use of an interpreter (name or identification number) when applicable, and the presence of a chaperone where relevant. A signed form supplements this note but does not replace it. For sensitive procedures (contacts near the breast, groin or coccyx, internal coccyx work where permitted) obtain specific consent, explain draping and offer a chaperone, and document both. Consent can be withdrawn at any time, including mid procedure; stop and record it.
Reasoning: Start by confirming capacity informally (alert, oriented, engaged) and her understanding of the diagnosis. Then PARQ in plain language: the procedure (cervical and upper thoracic adjustments, what she will feel and hear), alternatives (mobilization without thrust, instrument assisted adjusting, exercise, medication through her physician, no treatment), risks (common soreness or headache for a day or two; very rare stroke related to an artery tear, with an honest statement that the causal link is debated; warning signs and what to do), and questions. Use teach-back: "So I know I explained it well, can you tell me what the choices are and what you would watch for afterward?" Ask a direct question: "Would you like the adjustment, or would you prefer the gentler approach?" If she hesitates, offer the alternative without pressure. Document the elements discussed, her questions and her decision. Critical actions: all four PARQ elements, the dissection risk named and framed accurately, a clear voluntary decision, and documentation.
Valid consent needs capacity, disclosure of material risks, understanding, a voluntary choice and documentation. Use PARQ every time, name the rare serious risks (including cervical artery dissection for neck manipulation) accurately and calmly, offer real alternatives, ask a clear yes or no question, and renew consent when the plan changes.
Section 3Report of findings and patient education
What a report of findings contains
The report of findings (ROF) is the conversation in which you tell the patient what you found, what it means, what you recommend and what they can do. In practice it often happens at a second visit after results are back; in a station it is usually compressed into the last part of the encounter, immediately before consent. A good ROF follows a predictable order so nothing is lost: findings, diagnosis, prognosis, recommendation, risks and alternatives (leading into consent), the patient's role, and warning signs.
Plain language
Explain at roughly a sixth to eighth grade reading level, whatever the patient's education, because people under stress and in pain retain little. Replace jargon with everyday words, use analogies and models, show the area on a spine model or the patient's own body, and give numbers in natural frequencies ("about 1 in 3 people") rather than percentages or relative risk. Avoid language that creates fear or dependence (the nocebo effect): phrases such as "your spine is out of place," "degeneration," "crumbling disc" or "bone on bone" can increase pain, fear avoidance and disability even when the imaging finding is a normal age related change.
| Avoid | Say instead |
|---|---|
| Radiculopathy at L5 | "A nerve in your lower back is irritated, and that nerve supplies the side of your leg and the top of your foot." |
| Facet syndrome with hypomobility | "One of the small joints at the back of your spine is irritated and not moving freely." |
| Degenerative disc disease | "Your discs show the normal changes most people your age have, like gray hair on the inside. They do not mean your back is damaged." |
| Your spine is out of alignment | "Some joints are stiff and sore. Treatment and exercise help them move and feel better." |
| Prognosis is favorable | "Most people with this problem are much better within four to six weeks." |
| Contraindicated | "That treatment is not safe for you right now, so here is what we will do instead." |
Checking understanding
Teach-back asks the patient to explain in their own words what you said. It tests your explanation, not the patient: "I want to make sure I explained this clearly. Can you tell me what you will do if the numbness spreads?" If the answer is incomplete, re-explain differently and check again. Ask-tell-ask frames each chunk: ask what the patient already knows or believes, tell the new information, ask how it lands. Chunk and check means giving two or three pieces of information at a time. Close with an open invitation ("What questions do you have?") rather than a closed one ("Any questions?"), and support the conversation with written home care instructions.
Patient education extends beyond the diagnosis: explain the expected course (including the likelihood of a flare up and how to handle it), how activity helps, the home exercise (demonstrated and then performed by the patient), and the specific warning signs that warrant urgent contact. Reassurance must be honest; never promise a cure or a fixed number of visits.
Reasoning: Start with ask-tell-ask: "What have you been told so far, and what worries you most?" Acknowledge the fear before giving information. Then explain the films in plain language: "The x-rays show changes that are very common at your age, similar to gray hair or wrinkles on the inside. Many people with the same pictures have no pain at all. They do not mean your spine is crumbling, and they do not mean a wheelchair." Link to the examination: no nerve signs, strength normal, movements stiff but improving with motion. Give the plan (manual therapy, a graded walking and strengthening program, re-examination with an outcome measure) and the realistic prognosis. Teach-back: "Can you tell me in your own words what the x-ray shows and what we are going to do?" Safety net for leg weakness, numbness in the groin, bladder change, fever or weight loss. Critical actions: addressing the fear, avoiding nocebo language, linking imaging to function, and confirming understanding.
Give the report of findings in a fixed order (findings, diagnosis, recommendation, risks and alternatives, the patient's role, warning signs), in plain non-threatening language, in small chunks, and confirm understanding with teach-back, not "does that make sense?"
Section 4Referral letters and co-management communication
Match the channel to the urgency
Referral communication must reach the right person in time. For emergencies, the first communication is a telephone call (to emergency services or the receiving department), and the written summary follows with the patient or immediately after. For urgent problems, call the receiving clinician or office and send the letter the same day. Routine referrals and co-management updates go by letter or secure electronic message. Whatever the urgency, tell the patient what you are doing, why, and what to do if they cannot get the appointment in the stated time.
| Urgency | Example | Channel | Patient instruction |
|---|---|---|---|
| Emergency | Stroke signs, cauda equina syndrome, suspected unstable fracture | 911 or direct call to the emergency department, then a written summary | "Go now; do not drive yourself." |
| Urgent (same day) | Suspected giant cell arteritis, fever with back pain, suspected DVT | Phone the physician's office and send the letter today | "If you cannot be seen today, go to urgent care or the emergency department." |
| Prompt (days) | Suspected malignancy without neurologic signs, new inflammatory arthritis | Letter plus a phone call to confirm receipt | "You should be seen within a few days; call me if you do not have an appointment by Friday." |
| Routine | Failed trial of care, medication review, co-management update | Letter or secure message | "Book with your physician in the next few weeks." |
What a referral letter contains
A good letter is short (often one page), professional and specific. Lead with the purpose and urgency: "I am referring Mr. Ortiz, 67, for same day evaluation of suspected giant cell arteritis." Then summarize the relevant history, examination findings (pertinent positives and negatives with numbers), any results, your impression and differentials, the care you have provided and how the patient responded, and the specific question or request ("Please evaluate for temporal arteritis, including ESR and CRP, and advise whether chiropractic care for his neck may continue"). Close with your availability for discussion, a direct phone number, and a statement of whether you will continue to see the patient. Attach or offer relevant records with the patient's authorization where required. Use the same professional tone with every discipline: no jargon unique to chiropractic, no criticism of previous care, and no request beyond what you need.
SBAR for the phone call
SBAR structures a telephone handoff so the receiver hears the most important facts first. Situation: who you are, who the patient is, and the problem in one sentence. Background: brief relevant history. Assessment: your findings and what you think is happening. Recommendation: what you want and how fast. Read back the receiver's instructions and record the call (time, person, content) in the note.
| SBAR | Example (suspected cauda equina syndrome) |
|---|---|
| Situation | "This is Dr. Patel, a chiropractor. I am sending you Gerald Moss, 58, with suspected cauda equina syndrome." |
| Background | "Chronic low back pain; two days of bilateral sciatica and difficulty passing urine since yesterday." |
| Assessment | "Reduced sensation in the saddle area, absent ankle reflexes bilaterally, ankle plantar flexion 4/5 bilaterally. I am concerned about acute compression." |
| Recommendation | "He needs emergency MRI and surgical evaluation. His wife is driving him now; he will arrive in about 20 minutes with a written summary." |
Co-management communication
When you share care, send an initial letter that explains your diagnosis and plan, what you will and will not do, and what you need from the other clinician; send updates at re-examination or when something changes; and ask a direct question when you need a decision, such as whether an anticoagulated patient's dose is stable, whether a postoperative patient may begin spinal manipulation above the fusion, or whether a pregnant patient has any obstetric contraindication. Respect the other provider's role, and keep the patient informed of what is shared, within privacy law.
Reasoning: A pulsatile expansile mass in an older male smoker suggests an abdominal aortic aneurysm. Stable vital signs and no severe pain argue against rupture, so this is an urgent rather than 911 referral, but the patient must know the warning signs of rupture. Stop abdominal palpation and do not manipulate the lumbar spine. Explain: "I can feel a pulsing in your abdomen that may be a widening of the main artery. That needs an ultrasound and a doctor's assessment quickly. If you get sudden severe pain in your belly or back, feel faint or very weak, call 911." Phone his physician and send a letter the same day: reason and urgency first ("urgent evaluation of a suspected abdominal aortic aneurysm"), history (smoker, hypertension, back pain for 3 weeks unchanged by movement), findings (pulsatile expansile mass about 5 cm left of the umbilicus, BP and pulse), impression and differentials (AAA; mechanical low back pain as a separate or secondary problem), request (abdominal ultrasound and vascular referral as indicated; advice before any lumbar manipulation), your contact number. Document the call and the safety net.
Choose the channel by urgency (phone first for anything urgent or emergent), structure phone handoffs with SBAR, and write letters that open with the reason and urgency and close with a specific request and a callback number. Professional, jargon free communication is what makes co-management work.
Section 5Difficult conversations and professionalism
Delivering unwelcome news
Stations sometimes require you to tell a patient something they do not want to hear: you suspect a serious disease, you will not adjust them today, they need surgery referral, or chiropractic care is not the answer. The SPIKES protocol gives a reliable structure, and it works in a few minutes.
A warning shot ("I am afraid the findings are more concerning than a simple back strain") gives the patient a moment to prepare. After giving the news, stop talking. Silence lets the patient react; information given during strong emotion is not retained. Respond to emotion with NURSE statements: Name ("You seem worried"), Understand ("It makes sense that this is frightening"), Respect ("You have been dealing with a lot of pain"), Support ("I will help you get this looked at quickly"), Explore ("Tell me more about what worries you most"). Never give false reassurance ("I am sure it is nothing") when you are referring because it might be something.
Reasoning: This is a suspected metastasis conversation, and it must not become a diagnosis you cannot make. Setting: sit down, face her, ask if she would like anyone with her. Perception: "What have you been thinking might be causing the pain?" Invitation: "Would it help if I explain what I am concerned about?" Knowledge with a warning shot: "Some things about your pain concern me. Pain that is worse at night, weight loss and your history of breast cancer mean we must check that the cancer has not come back in the bone of your spine. I do not know that it has, but this needs to be checked quickly." Then stop and respond to emotion with NURSE. Strategy: "I will call your oncologist's office today and send a letter. You need an MRI and blood tests. I am not going to adjust your mid back until we know the bone is healthy, but I will stay in touch and help with the pain in safe ways." Safety net: new leg weakness, numbness, balance or bladder problems mean the emergency department immediately (cord compression). Critical actions: no manipulation, honest but not definitive language, empathy, prompt referral with phone and letter, and the cord compression safety net.
Refusals and informed refusal
A competent adult may refuse any recommended test, referral or treatment, even when you think the choice is unwise. Your duty is to make the refusal informed: explain the reason for your recommendation, the risks of declining in specific terms, the alternatives, and that the patient can change their mind. Explore the reason (cost, fear, past experience, transport, beliefs), because the barrier is often solvable. Then document the informed refusal: what you recommended, the risks explained, the patient's stated reason, alternatives offered, and that the patient understood. Refusal of an emergency referral is the hardest version: stay calm, restate the danger in plain words, involve a family member if the patient agrees, offer to call emergency services yourself, and never proceed with treatment that the red flag contraindicates simply because the patient refuses referral.
The reverse situation, a patient demanding something inappropriate, is handled the same way. A patient who insists on lumbar radiographs without indication gets an explanation of why imaging will not change care and could cause harm (radiation, incidental findings), plus the conditions under which you would order it. A patient who demands a neck adjustment despite a contraindication gets a clear refusal with the reason and a safe alternative: "I understand you feel better after adjustments, but with the dizziness you described, a neck adjustment is not safe until you have been checked. Here is what I can do today."
Boundaries, chaperones and draping
- Draping and gowns. Explain why an area must be exposed, expose only what is needed, provide a gown, leave the room or turn away while the patient changes, and knock before re-entering.
- Chaperones. Offer a chaperone for sensitive examinations and procedures and whenever the patient or you would prefer one; record the offer and the response.
- Narrate touch. Say where you are going to touch before you do it ("I am going to press along the muscles beside your spine now"), and stop immediately if the patient asks.
- Romantic or sexual advances. Decline clearly and kindly, redirect to the clinical task, and if the behavior persists end the encounter, document it and arrange transfer of care as appropriate. A relationship with a current patient is never acceptable.
- Gifts, social media and dual relationships. Follow professional codes; avoid relationships that compromise objectivity.
- Angry patients. Stay calm, listen without interrupting, acknowledge the emotion, apologize for the experience where appropriate ("I am sorry you have waited so long"), focus on what you can do, and keep yourself and staff safe; leave the room if there is a threat of violence.
| Station prompt | Professional response | Avoid |
|---|---|---|
| "Just crack my neck, I do not need all these questions." | Explain that the questions keep the patient safe; continue the screen briefly; offer treatment once it is complete | Skipping the red flag or vascular screen to please the patient |
| "My other chiropractor said my spine was badly misaligned." | Explain your own findings neutrally; do not criticize another clinician | Disparaging prior care or confirming fear inducing language |
| "I do not want to go to the hospital; just fix my back." | Explain the danger plainly, explore barriers, offer to call, document informed refusal; do not treat through the red flag | Treating anyway, or dismissing the patient without a plan |
| "Can I have your personal number? We should get coffee." | Polite, clear decline; redirect to the clinic number and the clinical task | Ambiguous replies, personal contact, continuing as if nothing happened if it persists |
| "I cannot afford all these visits." | Prioritize the most effective elements, emphasize home care, adjust frequency, discuss options honestly | Pressuring prepaid plans or implying care will fail without full frequency |
Cultural humility and interpreters
Cultural humility is a stance of curiosity and self reflection rather than a list of facts about groups. Ask rather than assume: "Is there anything about your beliefs or background that would help me care for you?" Some patients prefer a same gender clinician or chaperone, may wish to involve family in decisions, may have specific modesty needs during examination, or may hold explanatory models of pain that differ from yours. Respect these preferences where possible and negotiate the plan around them. Address the patient by the name and pronouns they prefer.
For patients with limited English proficiency, use a qualified professional interpreter (in person, video or telephone). Do not use family members, and never children, for clinical interpreting except in an emergency until a professional is available, because they may filter information, lack medical vocabulary and compromise confidentiality, especially for sensitive questions and consent. When working with an interpreter: brief them first, face and speak to the patient in the first person ("Where does it hurt?" not "Ask her where it hurts"), use short sentences and pause for interpretation, avoid idioms, use teach-back through the interpreter, and record the interpreter's name or identification number. Patients who are deaf may need a qualified sign language interpreter; lip reading alone is insufficient for consent.
Reasoning: Thank the grandson and explain that a professional interpreter is used for medical visits so he does not have to carry that responsibility; arrange a telephone or video interpreter. Introduce yourself and the interpreter, ask the patient whether she would like her grandson to stay, and speak directly to her in the first person with short sentences. Take the history including red flag and vascular screens (dizziness, double vision, speech or swallowing difficulty, drop attacks, numbness), medications (anticoagulants), osteoporosis risk and falls. Ask about preferences: modesty, a female chaperone, family involvement in decisions. Given her age and osteoporosis risk, propose low force care if no red flags emerge, and give PARQ through the interpreter, followed by teach-back. Document the interpreter's identification number, the consent discussion and her decision. Critical actions: not using a minor as the interpreter, first person communication with the patient, checking understanding, and documentation.
Use SPIKES to deliver unwelcome news and NURSE to respond to emotion, make every refusal an informed refusal that is documented, never treat through a red flag because a patient insists, keep clear professional boundaries with draping, chaperones and narration of touch, and use professional interpreters while speaking directly to the patient.
The chapter in one breath
- The SOAP note runs Subjective, Objective, Assessment, Plan; each part must support the next, and findings must be specific, measurable and lateralized.
- Record pertinent negatives (no saddle anesthesia, no 5 Ds and 3 Ns) so the red flag screen is visible in the record.
- Correct records with a single line, date and initials; label late entries; never obliterate; disclose only the minimum necessary.
- Valid informed consent needs capacity, disclosure, understanding, voluntariness and documentation; most jurisdictions use the material risk standard.
- PARQ (procedure, alternatives, risks, questions) is the disclosure script; finish with a clear yes or no question and renew consent when the plan changes.
- Discuss cervical artery dissection as a rare, debated risk with warning signs and a non-thrust alternative; describe common soreness as affecting about a third to a half of patients for a day or two.
- A report of findings follows a fixed order in plain, non-threatening language; avoid nocebo phrases and confirm understanding with teach-back.
- Match referral channel to urgency, structure phone handoffs with SBAR, and write letters that lead with the reason and urgency and end with a specific request.
- Deliver bad news with SPIKES and respond to emotion with NURSE; avoid false reassurance.
- Competent adults may refuse; make the refusal informed, document it, and never treat through a red flag on request.
- Use professional interpreters, not family or children, speak to the patient in the first person, and practice cultural humility.
Words worth knowing
| Term | What it means |
|---|---|
| SOAP note | A clinical note organized into Subjective, Objective, Assessment and Plan sections. |
| Pertinent negative | A relevant symptom or sign that is absent and is recorded because it argues against an important diagnosis. |
| Late entry | A note written after the visit it describes, labeled with the current date and time and the visit date. |
| Amendment | A correction to a record that leaves the original entry visible, with the date and author of the change. |
| Minimum necessary | The privacy principle of disclosing only the health information needed for a given purpose. |
| Informed consent | A patient's voluntary agreement to care after receiving and understanding information about it, its alternatives and its risks. |
| Capacity | The ability to understand information, appreciate its relevance, reason about options and communicate a choice for a specific decision. |
| Material risk standard | The disclosure standard requiring information a reasonable patient would want in order to decide. |
| Professional standard | An older disclosure standard based on what a reasonable practitioner would customarily disclose. |
| Implied consent | Consent presumed in an emergency when the patient cannot consent and delay would cause serious harm. |
| Assent | A minor's agreement to care, sought in addition to the parent's or guardian's consent. |
| PARQ | The consent disclosure framework: procedure, alternatives, risks and questions. |
| Battery | Intentional touching without consent; treating a patient without consent can constitute battery. |
| Informed refusal | A competent patient's decision to decline recommended care after being told the risks of declining, recorded in the chart. |
| Report of findings | The structured explanation to the patient of examination results, diagnosis, prognosis and recommended plan. |
| Teach-back | Asking the patient to explain information in their own words to confirm that the explanation was understood. |
| Ask-tell-ask | A communication pattern of asking what the patient knows, giving information, then asking for their response. |
| Nocebo effect | Worse symptoms or outcomes caused by negative expectations, often triggered by threatening language. |
| SBAR | A handoff structure: situation, background, assessment, recommendation. |
| Co-management | Shared care of one patient by two or more providers with clear roles and regular communication. |
| SPIKES | A six step protocol for delivering bad news: setting, perception, invitation, knowledge, emotions, strategy and summary. |
| NURSE | Empathic responses to emotion: name, understand, respect, support, explore. |
| Warning shot | A brief statement that prepares a patient for unwelcome news before it is delivered. |
| Chaperone | A trained third person present during an examination or procedure to support the patient and clinician. |
| Cultural humility | An ongoing practice of self reflection and curiosity about each patient's values and background, rather than assumptions about groups. |
| Limited English proficiency | Limited ability to read, speak, write or understand English well enough for clinical communication. |
| Professional interpreter | A trained, qualified person who conveys spoken or signed language accurately and confidentially in clinical encounters. |
Check yourself
Technique Station Principles and Scoring
A technique station gives you a door card, a standardized patient and a few minutes to prove that you can turn a listing into a safe, specific set up and explain it as you go. Examiners are not watching for a dramatic thrust; they are scoring a chain of small, observable decisions, and one broken link (the wrong side, the wrong contact, a missed safety screen) can cost the whole station. This chapter breaks that chain into its parts so that every set up you perform, on the exam and in practice, is deliberate and defensible.
By the end of this chapter you can
- List the scored elements of a technique station: listing, patient position, doctor stance, contact point, segmental contact, stabilization and line of drive.
- Run a technique station in a fixed order, from door card to debrief, while verbalizing each step.
- Translate a Palmer Gonstead spinous listing into a National body motion listing and a motion palpation restriction, and choose the side of contact from it.
- Explain how facet plane orientation and the listing together set the direction of the line of drive in each spinal region.
- Describe preload, tissue pull and the high velocity, low amplitude thrust, and state why the station stops at preload.
- Perform and verbalize pre technique screening, informed consent, draping and a stop rule for new symptoms.
- Recognize the absolute and relative contraindications that turn a technique station into a "do not adjust" decision.
- Identify and correct the most common station errors: wrong contact, wrong line of drive, poor stabilization, poor table use and failure to verbalize.
Section 1What a technique station tests
The station in outline
Practical exams of this kind are usually built as a circuit of timed stations. At a technique station you read a door card before entering: it typically gives the patient's age and complaint, the region, the relevant findings (a listing, a motion palpation result or both) and the task, such as "set up and verbalize an adjustment for the listed segment." Inside, a standardized patient (a trained person who plays the role consistently for every candidate) waits on the table or a stool, and one or more examiners score a checklist. Format details, timing and scoring rules vary and change over time, so read the current official candidate materials for the exam you are taking and practice to those instructions. What follows is how stations of this type are generally structured and what they generally reward.
The examiner is checking whether your hands and words match a correct plan. That means the score is built from observable behaviors: where the patient lies, where you stand, which part of your hand touches which part of the vertebra, what your other hand is doing, which way you intend to drive, and whether you said it clearly. A technically elegant set up performed silently can lose points that a slightly slower, fully narrated set up earns.
The seven elements of every set up
Every diversified style set up, in any region, can be described with the same seven elements. Learn to say them in the same order every time so that nothing is skipped under pressure.
| Element | Definition | What the examiner looks for |
|---|---|---|
| Listing | The named position or motion fault of the segment to be adjusted | Correct segment and side read from the door card or your palpation, stated aloud in a recognized system |
| Patient position | Prone, supine, seated or side posture, with the head, arms and legs placed for the region | Safe, comfortable position suited to the region; headpiece, face paper and table pieces set correctly |
| Doctor stance | Where you stand and how (fencer, square, at the head, at the side) | Body weight behind the line of drive, balanced base, table at a usable height |
| Contact point | The part of the doctor's hand that touches the patient (pisiform, thenar, index MCP, thumb, digital pad) | The correct, firm, bony part of the hand, not a soft finger tip pressing on muscle |
| Segmental contact | The part of the patient's vertebra that is contacted (spinous, transverse process, lamina, articular pillar, mammillary process, rib angle) | Correct level and side; contact on bone, not on soft tissue between levels |
| Stabilization | What the other hand (or the table or the patient's own position) does to fix the region not being moved | The indifferent hand placed and actively holding, not floating |
| Line of drive | The direction of the intended thrust, described in anatomical terms (P to A, L to M, I to S) | Direction consistent with the listing and with the facet plane of the region, stated aloud |
Two more items wrap around these seven: the safety screen at the start (red flags, contraindications, consent) and the preload and verbalization at the end. Together they make the sequence shown in Figure 9.1.
Reading the door card
Use the reading time to make three decisions before you touch the door handle. First, what is the listing and what does it mean in motion terms (for example, "T6 PR" means the spinous has rotated right and the body has rotated left, so right rotation is restricted). Second, which set up fits the region and the patient (prone, supine, seated or side posture, and whether anything on the card, such as age, osteoporosis or pregnancy, changes your choice). Third, is there anything that says do not adjust: a red flag in the history, a neurologic sign, trauma, anticoagulation, or symptoms that suggest a cervical artery problem. If the card holds a red flag, the station may be testing whether you recognize it, and the correct performance is to explain why you would not adjust and what you would do instead.
A standard station script
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Introduce | Knock, enter, wash or sanitize hands, make eye contact | "Hello, I'm Dr. ___, a chiropractic intern. May I confirm your name?" |
| 2. Screen | Ask brief targeted safety questions for the region | "Before I adjust, have you had any recent injury, dizziness, double vision, trouble speaking or swallowing, or any new severe headache?" |
| 3. Explain and consent | Describe the procedure, common and rare risks, alternatives; obtain verbal consent | "I'd like to perform a gentle adjustment to the middle of your back. You may hear a pop. Some people are sore for a day or two; serious problems are rare. Do I have your permission?" |
| 4. Position | Set table pieces, face paper, gown, draping; place patient | "Please lie face down with your arms at your sides. Tell me if anything is uncomfortable." |
| 5. Stance | Take your stance and adjust table height | "I am standing on the patient's left in a fencer stance, with my body over the line of drive." |
| 6. Contact | Find the level by landmark, place the contact point | "My contact point is my right pisiform; my segmental contact is the left transverse process of T6." |
| 7. Stabilize | Place and activate the indifferent hand | "My left hand reinforces the contact (or stabilizes at ___)." |
| 8. Preload | Take tissue pull and slack, reach joint tension, hold | "I have taken out the tissue slack and brought the joint to tension." |
| 9. Verbalize the thrust | Do not thrust; hold and describe | "At this point I would deliver a high velocity, low amplitude thrust, posterior to anterior and slightly inferior to superior." |
| 10. Release and reassess | Release slowly, help the patient up, ask how they feel | "I would recheck motion at T6. How are you feeling? Any new symptoms?" |
Reasoning: Translate first: a right rotation restriction means the body is held in left rotation, so the left transverse process is posterior and the spinous has swung right (Palmer Gonstead PR). Enter, introduce yourself, confirm identity, and ask the screening questions (trauma, osteoporosis, fever, weight loss, chest pain or shortness of breath, since mid back pain can be visceral). Explain the procedure, say that soreness is common and rib injury rare, and obtain consent. Patient prone, arms at the sides, face paper on the headpiece, table lowered to about mid thigh. Stand on the patient's left side in a fencer stance (or on either side for a unilateral contact, as taught). State: "Contact point, right pisiform; segmental contact, left transverse process of T6; stabilization, left hand over the contact hand (or a cross bilateral on the right TP of T5 if that is the taught variant); line of drive, P to A and slightly I to S, which induces right rotation." Take tissue pull, preload to tension, state the thrust without delivering it, release, and say you would reassess motion. Critical actions: screening, consent, correct side (left TP), correct level and verbalized line of drive.
How stations are generally scored
Checklist scoring is typical of standardized practical exams. Items are written as observable yes or no behaviors ("identified correct segmental contact," "stated line of drive"). Some programs and exams also mark certain items as critical, meaning that missing them (for example, adjusting a patient with a stated contraindication, or causing pain without stopping) can outweigh everything else that was done well. Exact weights, pass points and the list of critical items are set by the examining body and can change; the safest preparation is to treat every safety step as critical and every set up element as something you must both do and say.
A practical consequence: partial credit exists only if the examiner can see or hear it. If you change your plan mid station ("I realize the contact should be on the left"), say so clearly and correct the hands. Silent correction is invisible; a spoken correction shows reasoning.
A technique station scores a chain of observable decisions: screen and consent, then listing, patient position, doctor stance, contact point, segmental contact, stabilization and line of drive, then preload and a spoken description of the thrust. Do every element, say every element, and treat every safety step as if it were the one that decides the station.
Section 2Listings and segmental analysis for the station
Why the listing system matters
A listing is shorthand for the direction a segment has moved or the direction it cannot move. The same vertebral fault can be written three ways: as a static position of the spinous process (Palmer Gonstead), as a position of the vertebral body in standard orthopedic terms (National, sometimes called the body motion or Diversified system), or as a restriction of motion found on motion palpation. Door cards may use any of these, and many examiners expect you to translate between them aloud. The translation is mechanical once you remember one fact: the spinous process and the vertebral body rotate in opposite directions.
Palmer Gonstead listings (C2 to L5)
The Palmer Gonstead system describes where the spinous process has moved relative to the segment below. A typical listing has up to three letters:
- P (posterior): the vertebral body has moved posterior relative to the one below, the basic misalignment assumed in this system.
- R or L: the side toward which the spinous process has rotated. PR means the spinous is to the right, so the body has rotated to the left.
- S or I: describes the lateral flexion (wedging) component, written as whether the disc space is opened superiorly or closed inferiorly on the side of spinous rotation. PRS means the spinous is right and the side of spinous rotation is open (the body has laterally flexed away from the spinous side); PRI means the spinous is right and that side is closed.
Some Gonstead cervical analysis names the side of posterior body rotation rather than the spinous side, because cervical spinous processes are short and bifid. Learn the convention your door card is using; if a card is ambiguous, state your interpretation aloud before you set up ("I am reading PR as spinous right, body rotated left").
Atlas and occiput listings
The atlas has no true spinous process, so its Palmer Gonstead listing describes the whole ring. The first letters describe the tilt of the anterior tubercle in the sagittal plane: AS (anterior superior) or AI (anterior inferior). Next comes laterality, the side toward which the atlas has slipped (R or L). The last letter gives rotation on that same side: A if the side of laterality has rotated anterior, P if it has rotated posterior. So ASRP reads "anterior superior, laterality right, and the right side has rotated posterior." In National terms, the same atlas is laterally translated right and rotated right (the right lateral mass posterior). Occiput faults are usually written in body motion terms (occiput flexion or extension, lateral flexion, or posterior rotation on one side) or as a restriction found on motion palpation.
National and motion palpation listings
The National system describes the vertebral body with the same words used for any joint: flexion, extension, lateral flexion left or right, rotation left or right, and sometimes lateral or anteroposterior translation. A motion palpation listing names the motion that is restricted (also called fixation or hypomobility): "T6 right rotation restriction" means T6 cannot rotate right on T7, which is what you would expect if it is held in left rotation. The correction is to induce the restricted motion.
| Palmer Gonstead | Spinous position | National (body position) | Expected motion restriction | Typical thoracic contact side |
|---|---|---|---|---|
| PR | Spinous right | Body rotated left | Right rotation | Right side of spinous (push R to L) or left transverse process (P to A) |
| PL | Spinous left | Body rotated right | Left rotation | Left side of spinous (push L to R) or right transverse process (P to A) |
| PRS | Spinous right, right side open | Left rotation with left lateral flexion | Right rotation and right lateral flexion | As for PR, with the S or I component set by the system taught |
| PRI | Spinous right, right side closed | Left rotation with right lateral flexion | Right rotation and left lateral flexion | As for PR, with the S or I component set by the system taught |
| P (no side) | Spinous posterior, no rotation | Flexion malposition | Extension | Bilateral transverse contacts, P to A |
| Anterior (often written as an anterior or "A" thoracic) | Spinous approximated, body anterior | Extension malposition | Flexion | Supine anterior thoracic contact below the segment |
From listing to contact side: the rotation rules
Almost every side of contact question reduces to two rules:
- Transverse process, lamina, articular pillar and mammillary contacts go on the side of posterior body rotation, which is the side opposite the spinous rotation. Driving that posterior side forward (P to A) rotates the body back toward neutral.
- Spinous process contacts go on the side toward which the spinous has rotated, and push it back toward the midline (lateral to medial). This is the logic of the Gonstead spinous contact and the diversified spinous push.
For lateral flexion restrictions in the cervical spine, the contact goes on the side toward which you want to induce lateral flexion, the head is laterally flexed over the contact, and the drive is lateral to medial. Chapter 10 applies these rules to each region.
Motion palpation and end feel at the station
Some stations give you the finding; others ask you to palpate first and then set up. Motion palpation tests the segment through each plane while you feel the interspinous or facet region: flexion and extension (spinous processes separate and approximate), lateral flexion (the interspinous space opens on the convex side), and rotation (the spinous moves toward the side opposite body rotation). Joint play (end play) is tested at the end of passive range by springing the segment; a normal joint has a slightly springy end feel, while a fixated joint has a hard, abrupt end feel with reduced play. Pain, muscle guarding, or a soft, boggy end feel suggests an acute or inflammatory process, and an empty end feel (the patient stops you before any tissue resistance) suggests a serious lesion and is a reason to stop and evaluate further.
| Region | Approximate facet orientation | Main motions | Coupling pattern usually taught | Effect on line of drive |
|---|---|---|---|---|
| Upper cervical (C0 to C2) | Occipital condyles cupped in atlas facets; C1 to C2 facets nearly horizontal | C0 to C1 flexion and extension; C1 to C2 rotation (about half of cervical rotation) | Variable; C1 to C2 rotation is coupled with small vertical translation | Rotation and lateral drives with minimal force and minimal rotation of the head |
| Lower cervical (C2 to C7) | About 45 degrees to the horizontal, facing up and back | Flexion, extension, lateral flexion, rotation | Lateral flexion and rotation to the same side | P to A and slightly I to S, along the facet plane ("toward the opposite eye") |
| Thoracic (T1 to T12) | About 60 degrees to the horizontal, close to the frontal plane | Rotation and lateral flexion, limited by ribs; flexion and extension modest | Variable, often taught as same side in the upper thoracic and variable below | P to A and slightly I to S, following the kyphosis |
| Lumbar (L1 to L5) | Near the sagittal plane, curved | Flexion and extension; little rotation | Commonly taught as opposite side, but inconsistent | Side posture with rotational and P to A components |
Reasoning: Spinous left means the body has rotated right, so the right articular pillar is posterior and left rotation is restricted. State: "In National terms C5 is in right rotation; on motion palpation I would expect left rotation restriction." For a supine rotary set up, the contact goes on the side of posterior body rotation, the right articular pillar of C5, with the index MCP (lateral surface of the proximal phalanx). The head is rotated to the left, away from the contact, only far enough to bring tension to the segment (never to end range), and the line of drive is P to A and slightly I to S along the facet plane toward the patient's left eye, which induces left rotation. Stabilize by cradling the occiput and the opposite side of the head with the other hand. Critical actions: screen for dissection symptoms first, avoid end range rotation and extension, and say the line of drive aloud.
Listings are three languages for one fault: spinous position (Palmer Gonstead), body position (National) and restricted motion (motion palpation). The spinous and body always rotate in opposite directions; contacts on the transverse process, lamina, pillar or mammillary go on the posterior body side, spinous contacts go on the spinous side, and the facet plane of the region sets the angle of the line of drive.
Section 3Preloading, tissue pull and the thrust
The phases of a manipulative thrust
A high velocity, low amplitude (HVLA) adjustment has a predictable force profile. During positioning the patient and the segment are placed so that the target joint, and as few other joints as possible, are brought toward the end of their passive range. During preload the doctor adds a steady compressive force through the contact until the soft tissue slack is gone and the joint is at tension, the edge of the elastic barrier. The thrust (impulse) is a brief, fast increase in force along the line of drive, followed by resolution, a quick release back toward the preload level and then off. In laboratory measurements the impulse usually lasts on the order of a tenth of a second or a little more, and preload and peak forces vary widely by region and by clinician: cervical forces are far smaller than thoracic or lumbar forces. What matters for the board is the qualitative pattern: a controlled preload, a fast impulse of small amplitude, and no wind up or rebound.
Taking out slack and tissue pull
Slack is the give in the skin, fascia and muscle between your contact point and the bone, plus the free play in the joint before tension is felt. If you thrust through slack, the force is absorbed by soft tissue, the contact slides, and the patient feels a skin pinch instead of a joint movement. Tissue pull is the deliberate drawing of the skin and superficial tissue with the contact hand as it settles on the bone, usually in the direction of the intended correction, so that the contact sits firmly on the segmental contact with the skin already stretched. Gonstead teaching places particular emphasis on tissue pull; diversified teaching folds it into "take the slack out." Either way, the observable behavior at the station is the same: settle the contact, draw the tissue, then add pressure along the line of drive until the joint is at tension.
- Too little preload: the thrust starts from slack, amplitude increases to compensate, and the move becomes long, uncomfortable and less specific.
- Too much preload: the patient braces, the joint is compressed, and some patients find the hold itself painful. In the neck, excessive preload often comes with excessive rotation.
- Correct preload: firm but comfortable, the patient can breathe and relax, and you feel the joint's elastic barrier.
Depth, speed and amplitude
The adjustive impulse is fast (high velocity) and short (low amplitude). Amplitude is kept small so that the joint is taken just through the elastic barrier into the paraphysiological space, not beyond the limit of anatomical integrity. Depth is the distance the contact travels in the thrust; it is set by region (shallow in the neck, a little more in the thoracic and lumbar spine), by tissue thickness, and by the patient's size and bone quality. Speed comes from a quick contraction of the doctor's chest and arm muscles, often combined with a body drop (a short, controlled drop of body weight through extended arms) in prone thoracic and pelvic work. Good technique keeps the elbows slightly flexed and locked, the shoulders over the contact and the body weight behind the line of drive, so that the impulse comes from the trunk rather than from pushing with the hands.
| Term | What happens | What you do or say at the station |
|---|---|---|
| Positioning | Patient and segment placed so the target joint approaches end range | Place patient, rotate or flex the region as the set up requires, minimal rotation in the neck |
| Tissue pull | Skin and superficial tissue drawn with the contact | "I am taking a tissue pull in the direction of the line of drive." |
| Preload | Steady force to joint tension; soft tissue slack removed | "I have taken the joint to tension." Hold; watch the patient's face and breathing |
| Thrust (impulse) | Fast, short force along the line of drive | Do not deliver; say "I would now deliver a high velocity, low amplitude thrust, ___ to ___." |
| Resolution | Force released; patient relaxes | Release slowly, return the patient to neutral, help them up |
| Reassessment | Retest the finding that justified the adjustment | "I would recheck motion and tenderness at the segment and ask about symptoms." |
Cavitation and what it does and does not mean
An audible release (cavitation) during an HVLA thrust comes from rapid pressure change within the synovial fluid as the joint surfaces separate, producing a gas bubble. Once a joint has cavitated it usually cannot do so again for roughly 15 to 20 minutes, the refractory period. The sound tells you that a joint gapped, but not necessarily the joint you targeted, and clinical improvement does not depend on hearing it. Telling a patient "you may hear a pop; it is gas in the joint, not bones cracking" is a standard part of explaining the procedure. Chasing cavitation with repeated thrusts at the same level is poor practice.
Why the station does not deliver a real thrust
Standardized patients are examined by many candidates in a day. Repeated real thrusts would expose them to cumulative risk and soreness, would make the patient's responses inconsistent, and would add nothing that an examiner cannot score from the set up, the preload and the spoken description. Practical exams of this type therefore generally instruct candidates to set up to preload and then verbalize the thrust; candidates who actually thrust risk a serious scoring penalty and, more importantly, patient harm. Read the current candidate instructions to confirm exactly what is expected, and practice stopping cleanly at preload until it is automatic. Verbalizing well means naming the type of thrust, its direction in anatomical terms, and the depth or amplitude in qualitative words ("a shallow, high velocity, low amplitude impulse, P to A and slightly I to S").
Reasoning: Screen (including visceral causes of mid back pain: cardiac, pulmonary, gallbladder, renal), explain and consent. Patient prone, arms at sides or hanging off the table, thoracic piece flat or slightly dropped. Stand at the side in a square or slight fencer stance, table about mid thigh. Find T8 by counting from the inferior angle of the scapula (about T7) and confirm by palpation; remember that the transverse processes of T8 lie roughly at the level of the spinous of T7 (rule of threes). Place both pisiforms on the right and left transverse processes of T8 with arms crossed, take a tissue pull superiorly, ask the patient to breathe in and out, and at the end of exhalation add pressure to tension. Say: "At end exhalation I would deliver a shallow body drop thrust, P to A and slightly I to S, to induce extension at T8." Release, reassess. Critical actions: correct level, contact on bone not between levels, preload before verbalizing, no actual thrust.
An HVLA adjustment is positioning, tissue pull, preload to joint tension, a fast short impulse along the line of drive, and resolution. At a practical station you complete everything through preload, hold, and describe the thrust in anatomical terms; cavitation is incidental, slack is the enemy, and the force always comes from the body, not the hands.
Section 4Patient safety and communication during technique
Screening before any set up
Every technique station is also a safety station. Before touching the region, ask the questions that would change your decision. The cervical spine needs a screen for cervical artery dissection and upper cervical instability; the thoracic spine needs a screen for visceral referral and bone fragility; every region needs a screen for fracture, infection, malignancy and neurologic compromise.
| Category | Examples | Station response |
|---|---|---|
| Absolute contraindications to HVLA at the region | Acute fracture or dislocation; ligamentous instability (for example upper cervical instability in rheumatoid arthritis or Down syndrome, os odontoideum); suspected cervical artery dissection; primary or metastatic tumor or infection (osteomyelitis, discitis) at the site; acute myelopathy; cauda equina syndrome | Do not adjust the region; say so and state the referral or work up |
| Relative contraindications (modify or choose another method) | Osteoporosis or osteopenia; anticoagulant therapy or bleeding disorder; acute inflammatory arthritis flare; recent surgery or fusion; disc herniation with progressive deficit; pregnancy (positioning); hypermobility syndromes | Modify force, choose low force or instrument methods, avoid the region, or co manage |
| Red flags that need medical evaluation first | Unexplained weight loss, fever, night pain, history of cancer, progressive neurologic deficit, saddle anesthesia, bowel or bladder change, chest pain or dyspnea with thoracic pain | Stop, explain, refer with appropriate urgency |
| Possible cervical artery dissection or vertebrobasilar symptoms | Sudden, unusual neck pain or headache, especially after minor trauma; dizziness, diplopia, dysarthria, dysphagia, drop attacks (the "5 Ds"); nausea, numbness, nystagmus (the "3 Ns"); ataxia; Horner signs | No cervical manipulation; neurologic screen; emergency referral when acute |
Provocative positional tests that hold the neck in extension and rotation (for example the classic vertebrobasilar tests) have poor sensitivity and do not rule out dissection, and some programs no longer teach them as screening tools. History and a focused neurologic screen are the key. If your program or the station asks for them, perform them gently and say what a positive finding would mean, but do not claim that a negative test makes manipulation safe.
Explaining and obtaining consent
Informed consent at the station is short but complete. The patient should hear what you plan to do (in plain words), why, what they may feel (pressure, a pop), the common risks (local soreness or stiffness for a day or two, occasionally headache after neck work), the rare serious risks relevant to the region (for cervical manipulation, the rare association with cervical artery dissection and stroke; for thoracic and rib work, rib fracture, especially with low bone density), the alternatives (mobilization, soft tissue work, instrument adjusting, exercise, no treatment), and that they may decline or stop at any time. Then ask a direct question and wait for an answer: "Do you have any questions? Is it all right if I proceed?" Document consent in practice; at the station, saying "I would document informed consent" can be a scored item.
Draping, touch and dignity
Explain before you touch, especially near the chest, ribs, gluteal region or pelvis. Use a gown and drape so that only the area needed is exposed, and use a flat hand or a pillow barrier for contacts near breast tissue. For supine thoracic and rib work, ask the patient to cross their own arms and tell them where your hand will go. Offer a chaperone for sensitive areas according to local policy. These behaviors are often explicit checklist items and are always part of professional practice.
Monitoring and the stop rule
Watch the patient's face, breathing and words throughout positioning and preload. Stop immediately if the patient reports dizziness, visual change, nausea, numbness, sharp or radiating pain, or simply asks you to stop. Release slowly, return the head or trunk to neutral, keep the patient lying down if they are dizzy, and reassess: vital signs, a brief neurologic screen (cranial nerves, coordination, speech, pupils), and the symptom itself. If signs suggest a vascular or neurologic event, call emergency services and do not leave the patient. At the station, a candidate who notices a scripted reaction and stops appropriately usually demonstrates exactly the behavior being scored.
| Step | What you do | What you say aloud |
|---|---|---|
| Patient reports dizziness during cervical set up | Release the preload, return the head to neutral, keep the patient supine | "I'm stopping now. Stay lying down and keep your eyes open for me." |
| Assess | Check speech, pupils, eye movements, facial symmetry, coordination; take vital signs | "Follow my finger. Can you tell me your name and today's date?" |
| Decide | Any neurologic sign or persisting symptom: emergency referral; transient positional symptom with a normal exam: do not proceed with cervical manipulation that day, document and re evaluate | "I won't adjust your neck today. I'd like you checked by a medical doctor, and I'll write down what happened." |
| Document | Record the event, findings and actions | "I would document the event, the exam and the referral." |
Reasoning: The task is a trap. Sudden unusual neck pain and headache with diplopia and unsteadiness after minor rotation is a classic presentation of possible vertebral artery dissection, which is a contraindication to cervical manipulation. Introduce yourself, take a focused history, and perform a brief neurologic screen (cranial nerves, cerebellar tests, pupils for Horner signs, speech). Say aloud: "Because of these symptoms I will not perform cervical manipulation. I am concerned about a possible cervical artery dissection and I am referring her for emergency evaluation today." Explain to the patient calmly, arrange transport, and document. Critical actions: no manipulation, recognition of the red flag, urgent referral, clear explanation.
Safety is scored before, during and after the set up: screen for contraindications and red flags, explain and obtain consent with region specific risks, drape and touch respectfully, watch the patient through preload, and stop, reassess and refer the moment anything changes. Declining to adjust for a good reason is a correct performance, not a failure.
Section 5Common technique station errors
Errors of analysis: wrong segment, wrong side
The most expensive errors happen before the hands move. Candidates count levels from the wrong landmark, misread PR as "contact right TP," or confuse the side of restriction with the side of malposition. Protect yourself with a fixed habit: count from two landmarks (for example C7 by the extension test and the inferior angle of the scapula at about T7), remember the thoracic rule of threes for transverse process position, and say the translation aloud before contacting.
| Thoracic spinous processes | Tip lies roughly at the level of | Practical effect on transverse contacts |
|---|---|---|
| T1 to T3 | The transverse processes of the same vertebra | TPs beside the palpated spinous |
| T4 to T6 | Halfway between its own TPs and those of the vertebra below | TPs about half a level above the spinous tip |
| T7 to T9 | The transverse processes of the vertebra below | TPs about one full level above the spinous tip |
| T10 | The transverse processes of the vertebra below | As T7 to T9 |
| T11 | Halfway | As T4 to T6 |
| T12 | Its own transverse processes | As T1 to T3 |
Errors of contact
- Soft contact point: finger pads or the soft palm instead of the pisiform, thenar, index MCP or thumb. The force spreads and the segment is not specific.
- Contact on soft tissue: between transverse processes, on the paraspinal muscle belly, or on the wrong part of the vertebra (on the spinous when the plan was a transverse contact).
- Wrong level: often one level off in the thoracic spine because of spinous angulation.
- Wrong hand position: wrist not extended for a pisiform contact, so the contact rolls; elbow straight and locked in hyperextension, so the thrust cannot be controlled.
Errors of line of drive
The line of drive must agree with both the listing and the joint plane. Pushing straight down into the table in the neck, or with an inferior angle against a 45 degree cervical facet, compresses the joint rather than gliding it. In the thoracic spine, a line that ignores the kyphosis (straight down at T3 or T10, where the spine slopes away) wastes force and can jam the joint. Figure 9.5 shows the principle.
Errors of stabilization and stance
The indifferent hand is not a passenger. In a prone thoracic set up it reinforces the contact or fixes the adjacent segment; in a supine cervical set up it cradles the occiput and controls the head so that the thrust is local; in side posture it fixes the shoulder or pelvis. A floating stabilizing hand lets the whole region move with the thrust, which is both nonspecific and less safe. Stance errors include standing too far from the table (so you push with the arms), standing on the wrong side for the contact, a narrow base that cannot absorb a body drop, and shoulders that are not over the line of drive.
Errors of table use and patient handling
- Table height: too high and you cannot get your body over the contact; too low and you bend at the waist. A common guide is about mid thigh to fingertip height for prone work, adjusted to the patient's size.
- Table pieces: headpiece not lowered or angled for comfort, chest or pelvic piece left cocked when a drop is not intended, face paper missing.
- Positioning: the neck left in extension on a flat headpiece, arms dangling awkwardly, a large patient placed off center.
- Handling: moving the patient's head abruptly, rotating to end range before contact, or not supporting the head when helping the patient up.
Errors of communication
Failure to verbalize is the most common silent error. Many candidates perform every element correctly but never say the line of drive, the segmental contact or the consent. Others speak in jargon to the patient ("I'm going to adjust your PRS") or speak only to the examiner and ignore the patient. The fix is a two track script: plain words to the patient ("I'm going to place my hand on your mid back"), precise terms to the examiner ("contact point right pisiform, segmental contact left TP of T6").
| Error | How it looks to the examiner | Fix |
|---|---|---|
| Wrong side of contact | Pisiform on the TP on the spinous side for a rotation listing | Say the translation aloud: "spinous right, body left, contact left TP" |
| Contact one level off | Hand on T7 TPs for a T8 listing because of spinous angulation | Use two landmarks and the rule of threes |
| Line of drive against the facet plane | Straight down in the neck, or inferior angle in the cervical spine | Picture the facet plane; cervical drive is P to A and slightly I to S |
| Excessive cervical rotation | Head turned to end range before preload | Rotate only to take up slack at the target level, combine with lateral flexion |
| Floating stabilization | Other hand resting lightly, region moves with the contact | State and activate the stabilization: "my left hand fixes the occiput" |
| No preload | Contact placed but slack obvious, then a verbal "thrust" | Take tissue pull and preload to tension before speaking |
| Actual thrust delivered | Standardized patient moved by an impulse | Stop at preload; describe the thrust in words |
| Missing screen or consent | Hands on the patient within seconds of entering | Script the first minute: introduce, screen, explain, consent |
| No reassessment | Station ends at the thrust | Close with "I would recheck motion and ask about symptoms" |
Reasoning: Three errors. First, side: for a lateral flexion move the contact goes on the side toward which you want to induce lateral flexion, so a left lateral flexion restriction calls for a left articular pillar contact with the head laterally flexed to the left over the contact. Second, rotation: a lateral flexion set up uses only slight rotation (often a little away from the contact), never 70 degrees, which approaches end range and adds unnecessary vascular and joint stress. Third, line of drive: the correct drive is lateral to medial (left to right) through the pillar, not posterior to anterior into the table. The corrected verbalization: "Contact point, left index MCP; segmental contact, left articular pillar of C4; stabilization, right hand cradling the occiput; head laterally flexed left over the contact with slight right rotation; line of drive L to M, inducing left lateral flexion." Precede it with dissection screening and consent.
Most technique station losses come from a short list: wrong level or side, a soft or misplaced contact, a line of drive that fights the joint plane, a passive stabilizing hand, poor table height or positioning, no preload, and above all failure to say what you are doing. A fixed script, two landmarks, and a spoken translation of the listing prevent nearly all of them.
The chapter in one breath
- A technique station scores observable behaviors: screening and consent, then listing, patient position, doctor stance, contact point, segmental contact, stabilization and line of drive, then preload and a spoken thrust.
- Use the door card time to translate the listing, choose the set up, and look for anything that says do not adjust.
- Palmer Gonstead names spinous position (PR = spinous right); National names body position (left rotation); motion palpation names the restriction (right rotation). The spinous and body always rotate opposite ways.
- TP, lamina, pillar and mammillary contacts go on the posterior body side; spinous contacts go on the spinous side. Lateral flexion contacts go on the side toward which lateral flexion is induced.
- Atlas listings read sagittal tilt (AS or AI), laterality (R or L), then rotation of that side (A or P): ASRP.
- The facet plane sets the angle: about 45 degrees in the lower cervical spine (P to A, slightly I to S), about 60 degrees in the thoracic spine (P to A, slightly I to S along the kyphosis).
- An HVLA adjustment is positioning, tissue pull, preload to tension, a fast short impulse and resolution; at the station you stop at preload and verbalize the thrust.
- Cavitation is gas release from joint gapping, has a refractory period, and is not the goal.
- Screen every region: fracture, instability, infection, tumor, myelopathy, cauda equina, visceral referral, and for the neck the 5 Ds and 3 Ns of vertebrobasilar compromise.
- Consent includes the procedure, sensations, common and rare serious risks (including cervical artery dissection and rib fracture), alternatives and the right to stop.
- Stop at once for any new symptom: release, keep the patient lying down, reassess neurologically, refer as needed, document.
- Common errors: wrong level or side, soft contact, line of drive against the plane, end range cervical rotation, floating stabilization, poor table height, no preload, and not verbalizing.
Words worth knowing
| Term | What it means |
|---|---|
| Technique station | A timed practical exam station in which the candidate sets up and verbalizes an adjustment for a standardized patient. |
| Door card | The written brief read before entering a station, giving the patient, findings and task. |
| Standardized patient | A trained person who portrays a patient in the same way for every candidate. |
| Listing | A shorthand description of a segment's misalignment or motion restriction. |
| Palmer Gonstead listing | A listing system based on the position of the spinous process (for example PR, PRS, PLI) and, for the atlas, on the whole ring (for example ASRP). |
| National listing | A listing system describing the vertebral body's position with standard terms such as flexion, extension, lateral flexion and rotation. |
| Restriction (fixation) | Reduced motion of a segment in a given direction, found on motion palpation and corrected by inducing that motion. |
| Motion palpation | Palpation of a segment while it is moved through its ranges, to detect hypomobility or hypermobility. |
| Joint play (end play) | The small passive movement available at the end of a joint's range, tested by springing the joint. |
| End feel | The quality of resistance at the end of passive range, such as springy, hard, boggy or empty. |
| Contact point | The part of the doctor's hand that applies the adjustive force, such as the pisiform, thenar, index MCP or thumb. |
| Segmental contact | The part of the patient's vertebra or rib that receives the contact, such as the spinous, transverse process, lamina or articular pillar. |
| Stabilization | Fixing the adjacent region with the other hand, the table or the patient's position so that the force stays local. |
| Indifferent hand | The hand that does not make the contact; it stabilizes or reinforces. |
| Line of drive | The direction of the intended thrust, stated in anatomical terms such as P to A or L to M. |
| Fencer stance | A staggered stance with one foot forward, used to put body weight behind an oblique line of drive. |
| Square stance | A stance facing the table with feet level, used for straight P to A drives such as bilateral thoracic contacts. |
| Facet plane | The orientation of a zygapophyseal joint surface, which determines the direction the joint can glide. |
| Coupled motion | A secondary motion that occurs automatically with a primary motion, such as rotation with lateral flexion in the cervical spine. |
| Tissue pull | Drawing the skin and superficial tissue with the contact hand so that the contact sits firmly on bone with slack removed. |
| Preload | Steady force applied through the contact until the joint reaches tension before the thrust. |
| HVLA thrust | A high velocity, low amplitude adjustive impulse applied along the line of drive. |
| Body drop | A short, controlled drop of body weight through extended arms that powers prone thrusts. |
| Paraphysiological space | The zone of joint motion beyond the elastic barrier and short of the anatomical limit, entered during manipulation. |
| Cavitation | The audible release from gas bubble formation as joint surfaces separate under a thrust. |
| Refractory period | The interval after cavitation, roughly 15 to 20 minutes, during which the same joint does not cavitate again. |
| Absolute contraindication | A condition in which HVLA to the region should not be performed at all, such as fracture, instability or suspected dissection. |
| Relative contraindication | A condition that calls for modified force, a different method or co management, such as osteoporosis or anticoagulation. |
| Cervical artery dissection | A tear in the wall of a vertebral or internal carotid artery that can cause neck pain, headache and stroke. |
| 5 Ds and 3 Ns | A memory aid for vertebrobasilar symptoms: dizziness, diplopia, dysarthria, dysphagia, drop attacks, nausea, numbness, nystagmus. |
| Informed consent | Agreement given after the patient hears the procedure, its risks, its alternatives and the right to decline. |
| Rule of threes | A guide to how far each thoracic spinous tip lies below its own transverse processes. |
| Verbalization | Saying each step of the set up aloud so the examiner can score it. |
Check yourself
Cervical and Thoracic Set Ups
The neck and upper back are where most technique stations live, and they are where a few degrees of extra rotation, a contact one finger off, or a line of drive aimed at the table instead of along the facets matters most. This chapter walks region by region from the occiput to the ribs, giving each standard diversified style set up as a checklist you can perform and say aloud under time. Learn these as patterns: the same seven elements, adapted to the anatomy of each level.
By the end of this chapter you can
- Set up and verbalize occiput and atlas adjustments in supine and seated positions, translating a Palmer Gonstead atlas listing such as ASRP into a contact and line of drive.
- Explain why upper cervical set ups use minimal rotation and no combined end range rotation and extension, with reference to the vertebral artery and the atlantoaxial joint.
- Perform the lower cervical rotary and lateral flexion set ups, choosing the side of contact on the articular pillar or lamina from the listing.
- Use locking by opposite coupling to focus a cervical set up on one segment.
- Choose among prone and supine cervicothoracic junction set ups, including the prone thumb move and supine lateral flexion contact.
- Set up prone bilateral transverse, crossed bilateral and unilateral spinous thoracic adjustments and the supine anterior thoracic adjustment, stating contacts and lines of drive.
- Describe rib anatomy and motion (pump handle and bucket handle) and set up prone and supine rib angle contacts and the first rib adjustment.
- Apply region specific screening and modifications (instability, dissection, osteoporosis, visceral referral, breast tissue) to every set up.
Section 1Upper cervical set ups
Anatomy that shapes every upper cervical set up
The upper cervical complex (occiput, atlas and axis) is built for motion, not for load. The atlanto-occipital joints are cup shaped: the convex occipital condyles sit in concave superior atlas facets, and the joint moves mainly in flexion and extension (the "yes" motion) with small amounts of lateral flexion. The atlantoaxial joints are three joints: the median joint between the dens and the anterior arch (held by the transverse ligament) and two lateral joints whose nearly flat, biconvex surfaces allow large rotation, about half of all cervical rotation (roughly 40 degrees to each side). The alar ligaments check rotation and lateral flexion.
The vertebral artery runs up through the transverse foramina (usually entering at C6), passes through the atlas transverse foramen, then loops posteriorly and medially across the groove on the upper surface of the posterior arch before piercing the atlanto-occipital membrane to enter the skull. Rotation, especially combined with extension, stretches the contralateral artery at this loop. Upper cervical set ups therefore use minimal rotation, avoid end range, avoid combining rotation with extension, and rely on precise contact and a short, shallow impulse. They also demand screening for instability: rheumatoid arthritis, Down syndrome, inflammatory spondyloarthropathy, recent trauma, os odontoideum and congenital anomalies can all weaken the transverse ligament or the dens, making HVLA at this level contraindicated.
Listings at the occiput and atlas
Occiput faults are usually written as a motion restriction or a body position: occiput flexion or extension restriction, lateral flexion restriction to one side, or a posterior occiput on one side (rotation). The Palmer Gonstead atlas listing reads, in order, the sagittal tilt of the anterior tubercle (AS or AI), the side of laterality (R or L) and the rotation of that side (A or P). ASRP is therefore an atlas whose anterior tubercle is tipped superior, which has slipped to the right, and whose right side is posterior. In diversified terms you would contact the right side of the atlas, correct the right laterality with a lateral to medial component, and correct the right posterior rotation with a posterior to anterior component.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Occiput flexion restriction (C0 to C1) | Supine, head in neutral on the headpiece | At the head of the table, square stance | Fingers and palms cupping the occiput bilaterally (occipital lift) | Both hands share the contact; chin slightly tucked | I to S (cephalad traction) with slight flexion |
| Occiput lateral flexion restriction (for example right) | Supine | At the head of the table, fencer stance on the contact side | Lateral surface of the index MCP or thenar on the right mastoid or lateral occiput | Other hand cradles the opposite side of the occiput | L to M, inducing right lateral flexion, with minimal rotation |
| Posterior occiput on one side (rotation) | Supine | At the head, slightly toward the contact side | Index MCP or digital contact on the occipital ridge just behind the mastoid on the posterior side | Other hand cradles the opposite occiput and controls the head | P to A, a short arc toward the opposite eye |
| Atlas rotation (posterior on one side) | Supine, head rotated away from the contact only to take up slack (about 30 degrees, never to end range) | At the head, fencer stance on the contact side | Lateral index MCP on the posterior arch of C1 on the posterior side, in the soft groove between the occiput and the C2 spinous | Other hand cradles the opposite side of the head and occiput | P to A, slightly lateral to medial, toward the opposite eye |
| Atlas laterality (for example right) | Supine or seated, head slightly laterally flexed toward the contact | At the head or behind the seated patient | Index finger or MCP on the right atlas transverse process (between the mastoid and the angle of the jaw), applied gently because the area is tender | Other hand supports the opposite side of the head | L to M (right to left), shallow |
| Atlas combined listing (for example ASRP), seated | Seated on a stool or cervical chair, head upright | Standing behind and slightly to the side of laterality | Index finger or MCP on the right posterior arch and transverse process | Other hand on the opposite side of the head, head braced against the doctor's trunk | L to M with a P to A component; any S or I component per the analysis system taught |
Two other upper cervical approaches appear in practice and on exams. In toggle recoil (Palmer upper cervical), the patient lies on the side with the head on a firm headpiece and the doctor delivers a very fast, very shallow thrust with recoil through a pisiform contact on the atlas transverse process along a line calculated from the listing. Instrument and low force methods apply a brief mechanical impulse to the same contacts and are a common choice when HVLA is relatively contraindicated or the patient declines it.
The supine atlas station, step by step
| Step | What you do | What you say aloud |
|---|---|---|
| Screen | Ask about trauma, sudden unusual headache or neck pain, the 5 Ds and 3 Ns, inflammatory arthritis, Down syndrome, anticoagulants | "Have you had any dizziness, double vision, trouble speaking or swallowing, or a recent neck injury?" |
| Consent | Explain the procedure, soreness, the rare risk of artery injury and stroke, alternatives | "Serious complications are rare, but they include injury to an artery in the neck. Do you have questions? May I proceed?" |
| Position | Patient supine, headpiece flat or slightly raised so the neck is neutral, not extended | "Please lie on your back and let your head rest in my hands." |
| Stance | At the head of the table, fencer stance with the forward foot on the contact side | "I am at the head of the table in a fencer stance." |
| Contact | Slide the lateral index MCP into the groove below the occiput onto the posterior arch of C1 on the listed side | "Contact point, right index MCP; segmental contact, right posterior arch of the atlas." |
| Stabilize and position | Other hand cradles the opposite occiput; rotate the head away about 30 degrees with slight lateral flexion toward the contact | "My left hand cradles the occiput. I am using minimal rotation, not end range." |
| Preload and verbalize | Take tissue pull, preload to tension, hold | "At tension I would deliver a shallow HVLA thrust, P to A and slightly R to L, toward the left eye." |
| Release and reassess | Return head to neutral slowly, ask about symptoms | "How do you feel? I would recheck atlas rotation." |
Reasoning: Translate: anterior superior, laterality right, right side posterior. Screen aloud (5 Ds and 3 Ns, sudden headache, injury, inflammatory disease, Down syndrome, anticoagulants), explain and obtain consent including the rare risk of arterial injury. Position supine with the neck neutral. Stand at the head in a fencer stance on the right. Contact point, lateral surface of the right index MCP; segmental contact, right posterior arch of C1 near the transverse process. The left hand cradles the left occiput. Rotate the head left only about 30 degrees, laterally flexing slightly to the right over the contact; never combine end range rotation with extension. Preload and say: "I would deliver a shallow, high velocity, low amplitude thrust, P to A and R to L, toward the left eye, correcting right laterality and right posterior rotation." Release, return the head to neutral, ask about symptoms, and state reassessment. Critical actions: screening including instability, minimal rotation, right sided contact, verbalized line of drive.
Upper cervical set ups use the anatomy of the occiput and atlas: flexion and extension at C0 to C1, rotation at C1 to C2, and a vertebral artery looping over the atlas. Screen for dissection and instability, keep rotation minimal and avoid extension with rotation, contact the posterior arch or transverse process on the side the listing names, and drive shallowly P to A for rotation and L to M for laterality.
Section 2Lower cervical set ups
Contacts on the lower cervical vertebra
From C2 to C7 the useful segmental contacts are the articular pillar (the column formed by the superior and inferior articular processes, palpable about 1.5 to 2 cm lateral to the spinous processes, posterior to the transverse processes), the lamina (between the spinous and the pillar, used particularly in seated Gonstead style work) and, less often, the short bifid spinous process. The transverse processes are anterior and lateral, carry the vertebral artery in their foramina, and are not used as contacts for HVLA in the lower cervical spine. The usual contact point is the lateral surface of the proximal phalanx of the index finger at the MCP (the index MCP contact), with the forearm aligned behind the line of drive.
The rotary set up
The supine rotary set up (often called the rotary break) induces rotation. The contact goes on the articular pillar on the side of posterior body rotation, which is the side opposite the spinous listing: for C5 PR (spinous right, body rotated left) the left pillar is posterior, so the contact is on the left pillar and the drive rotates C5 to the right. The head is rotated away from the contact only far enough to bring tension to the target level, usually about 30 to 45 degrees and never to end range, and is laterally flexed slightly toward the contact. The line of drive is P to A and slightly I to S along the facet plane, often described as "toward the opposite eye."
The lateral flexion set up
The lateral flexion set up (lateral break) induces lateral flexion. The contact goes on the articular pillar on the side toward which lateral flexion is restricted, the head is laterally flexed over the contact so that the contact becomes a fulcrum, a little rotation away from the contact takes up slack, and the drive is lateral to medial through the pillar. Because it uses less rotation, many clinicians prefer it for patients in whom rotation is uncomfortable, and it is a natural choice when the listing is primarily a lateral flexion restriction or a Gonstead S or I wedge.
Locking with opposite coupling
In the lower cervical spine, lateral flexion and rotation couple to the same side. If you combine lateral flexion toward one side with rotation toward the other, the segments above the contact reach tension sooner because you are asking them for a non physiological combination. This locking confines motion to the level under the contact, which lets you use less total rotation and less force. It is the reason the rotary set up adds slight lateral flexion toward the contact while rotating away.
| Set up | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Supine rotary (C2 to C7), example C5 left rotation restriction | Supine, head rotated left (away from the contact) about 30 to 45 degrees with slight right lateral flexion | Head of the table, fencer stance on the contact side | Right index MCP on the right articular pillar of C5 (the posterior body side) | Left hand cradles the occiput and left side of the head | P to A, slightly I to S, toward the left eye |
| Supine lateral flexion, example C4 left lateral flexion restriction | Supine, head laterally flexed left over the contact, slight right rotation | Head of the table, fencer stance on the left | Left index MCP on the left articular pillar of C4 | Right hand cradles the occiput and right side of the head | L to M (left to right), inducing left lateral flexion |
| Seated cervical (Gonstead style), example C5 with posterior body on the right | Seated upright on a stool or chair, head neutral | Standing behind and to the side opposite the contact, patient's head braced against the doctor's trunk | Index or middle finger pad on the right lamina pedicle junction of C5 | Other hand cups the opposite side of the head | P to A along the facet plane, with lateral flexion toward the contact used as needed |
| Supine extension restriction, example C6 | Supine, slight flexion of the head above the level | Head of the table | Index MCP or digital contacts on both laminae or pillars of C6 | Both hands share the head | P to A and I to S, a short glide into extension |
Reasoning: Address the anxiety first: explain the procedure, the pop as gas release, the common and rare risks, and offer alternatives (mobilization, instrument adjusting, soft tissue work). If the patient consents, a lateral flexion set up suits both the listing and the anxiety because it uses little rotation. Patient supine, head neutral. Stand at the head in a fencer stance on the right. Contact point, right index MCP; segmental contact, right articular pillar of C5. Stabilize with the left hand cradling the occiput and left side of the head. Laterally flex the head to the right over the contact with slight left rotation to lock above, preload, and say: "I would deliver a shallow HVLA thrust, L to M from right to left, inducing right lateral flexion at C5." Release, reassess motion and comfort. If the patient declines, say you would document the refusal and offer the alternative, which is a correct performance.
Lower cervical set ups use the articular pillar (or lamina) as the segmental contact and the index MCP as the contact point. The rotary set up contacts the posterior body side and drives P to A and slightly I to S toward the opposite eye; the lateral flexion set up contacts the side to be flexed and drives L to M. Lock above with opposite coupling, keep rotation moderate, and never combine end range rotation with extension.
Section 3Cervicothoracic junction set ups
Why the junction is its own region
From C6 to T3 the spine changes character. The mobile, lordotic cervical spine meets the stiff, kyphotic thoracic spine braced by the first ribs; the facet planes steepen; the large C7 and T1 spinous processes become reliable landmarks; and the shoulders and upper trapezius pile up soft tissue over the contacts. Pure cervical set ups struggle to reach this area without excessive rotation, and pure thoracic set ups struggle to get past the shoulders, so the junction has its own family of set ups. The first rib, the brachial plexus and the subclavian vessels also pass through this region, so ask about arm symptoms and screen for thoracic outlet signs before adjusting.
Find the levels carefully. C7 is usually the most prominent spinous process (vertebra prominens), but T1 can be as prominent. On passive extension of the neck the C6 spinous moves anteriorly and becomes hard to feel, C7 moves slightly, and T1 does not move; on rotation C7 moves more than T1. Use two of these tests before contacting.
Prone set ups
The prone thumb move (a spinous push at the junction) is the classic station set up for a rotated C7, T1 or T2. The patient lies prone with the face in the headpiece and the arms at the sides. The doctor stands at the side of the table at the level of the patient's shoulders, on the side of spinous rotation. The thumb of the caudal hand contacts the lateral surface of the spinous process on the side to which it has rotated; the other hand rests on the side of the patient's head and laterally flexes it toward the contact, which brings tension down to the junction and stabilizes the segments above. The line of drive is lateral to medial (pushing the spinous back toward the midline), with a slight P to A component. Variations include the swimmer's position, in which the patient's arm on one side is raised overhead to rotate the scapula out of the way and take up slack, and a prone pisiform spinous push with the head rotated slightly away.
For extension restrictions at T1 to T3, a prone bilateral transverse contact (as in the mid thoracic spine) works if the headpiece is lowered so that the upper thoracic spine is not forced into flexion and if the doctor's arms are angled to clear the shoulders.
Supine and seated set ups
The supine cervicothoracic lateral flexion set up extends the lower cervical lateral break down to C7 and T1. The patient is supine; the doctor stands at the head of the table. The index MCP (or the thumb web) contacts the lamina or transverse process region of T1 (or the C7 pillar) on the side to be laterally flexed, the head is laterally flexed toward the contact with slight rotation away, and the drive is lateral to medial, with a slight superior to inferior angle to reach down to the junction. The other hand cradles the occiput. The supine upper thoracic set up adapts the anterior thoracic technique: the patient clasps the hands behind the neck with the elbows together, the doctor's contact hand lies under T1 to T3, and the drive goes A to P through the elbows. A seated junction set up is also used (doctor behind the patient, thumb or pisiform on the spinous, other hand laterally flexing the head), particularly for patients who cannot lie prone.
| Set up | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Prone thumb move (T1 PR) | Prone, face in headpiece, arms at sides | Side of the table on the right, at shoulder level, facing cephalad or across | Thumb pad on the right lateral surface of the T1 spinous | Other hand on the head, laterally flexing it toward the contact | R to L (L to M), slight P to A |
| Swimmer's position (C7 to T2) | Prone, one arm raised overhead, head turned toward the raised arm | Side of the table | Thumb or pisiform on the lateral spinous on the side of rotation | Other hand on the head or shoulder | L to M, slight P to A |
| Supine lateral flexion (C7 or T1) | Supine, head laterally flexed toward the contact, slight rotation away | Head of the table, fencer stance on the contact side | Index MCP on the lamina or transverse process region of T1 (or the C7 pillar) on the side to be flexed | Other hand cradles the occiput | L to M, slight S to I |
| Prone bilateral transverse (T1 to T3 extension restriction) | Prone, headpiece lowered | Side of the table, square stance | Both pisiforms on the transverse processes of the involved vertebra | Hands cross and reinforce each other | P to A, slightly I to S |
| Supine upper thoracic (T1 to T3 flexion restriction) | Supine, hands clasped behind the neck, elbows together | Side of the table | Contact hand (fist or open hand) under the lower vertebra of the restricted segment | Doctor's chest on the patient's elbows | A to P through the elbows, angled toward the contact |
Reasoning: Screen for neurologic and vascular arm symptoms (thoracic outlet), cardiac warning signs (interscapular pain with exertional symptoms can be cardiac) and the usual red flags; explain and obtain consent. Confirm T1 with the extension test (C6 disappears, C7 moves slightly, T1 does not move). Patient prone, face in the headpiece, arms at the sides. Stand on the patient's right at shoulder level. Contact point, left (or caudal hand) thumb pad; segmental contact, right lateral surface of the T1 spinous. Stabilization, the other hand on the patient's head, laterally flexing it to the right. Preload and say: "I would deliver a shallow HVLA thrust, R to L with a slight P to A component, pushing the T1 spinous toward the midline." Release, return the head to neutral, reassess. If the patient reported hand tingling with arm elevation, you would examine for thoracic outlet syndrome first and avoid the swimmer's variation.
The cervicothoracic junction needs its own set ups because the neck's mobility, the thorax's stiffness and the shoulders all meet there. Confirm C7 and T1 with two landmark tests, use a prone thumb move or swimmer's position for rotated spinous processes, a supine lateral flexion contact or prone bilateral transverse contact for other restrictions, and screen the arm for neurovascular symptoms first.
Section 4Thoracic set ups
Thoracic anatomy for the set up
The thoracic facets lie at about 60 degrees to the horizontal, close to the frontal plane, so the region favors rotation and lateral flexion, with flexion and extension limited by the ribs and the overlapping spinous processes. The spinous processes are long and angled downward, most steeply in the mid thoracic spine, so the tip of a spinous often lies at the level of the transverse processes of the vertebra below (the rule of threes, Chapter 9). The ribs articulate with the bodies and transverse processes, so a thoracic thrust always loads the costal joints too. The thoracic spine is also the most common site of osteoporotic compression fracture, and mid back pain is a classic presentation of visceral disease (myocardial ischemia, aortic dissection, pulmonary embolism, gallbladder, peptic ulcer and renal disease). Screen accordingly.
Prone set ups
Prone bilateral transverse (often called the double transverse or "butterfly" when the hands are crossed): the patient lies prone with the arms at the sides or hanging over the table edge; the doctor stands at the side in a square or slight fencer stance; the pisiforms (hands crossed, wrists extended, fingers pointing in opposite directions) contact both transverse processes of the involved vertebra. Ask the patient to breathe out, take up slack at end exhalation, and drive P to A with a slight I to S component using a body drop. It induces extension and is used for extension restrictions or a Palmer Gonstead posterior listing without rotation.
Crossed bilateral: one pisiform on the transverse process of the involved vertebra on the side of posterior body rotation and the other pisiform on the opposite transverse process of the vertebra below. The drive (P to A, slightly I to S) rotates the involved vertebra relative to the one below. For T6 PR (spinous right, body left), contact the left TP of T6 and the right TP of T7.
Unilateral transverse: a single pisiform contact on the posterior TP, reinforced by the other hand (the reinforcing hand grasps the contact wrist or overlies it). Unilateral spinous push: the pisiform or hypothenar contacts the lateral surface of the spinous on the side of rotation and drives L to M with a P to A component, while the other hand reinforces. In Gonstead style prone work the spinous contact is combined with a tissue pull and a line set by the listing.
The supine anterior thoracic set up
The supine set up (sometimes called the anterior thoracic adjustment) is used for flexion restrictions (a segment fixed in extension, sometimes listed as an anterior or "A" thoracic), for patients who cannot lie prone, and when a prone body drop would be too forceful for the ribs. The patient lies supine and crosses the arms over the chest, each hand to the opposite shoulder, elbows stacked. The doctor stands at the side of the table, rolls the patient toward them, and places the contact hand under the patient at the lower vertebra of the restricted motion segment: a loose fist or an open hand with the thenar eminence and the flexed fingers on the two transverse processes, the spinous lying in the gap. The patient is rolled back onto the hand, the upper trunk is flexed slightly over the fulcrum (often with the doctor's other hand supporting the head and neck), and the doctor places the chest or epigastrium on the patient's crossed elbows. The drive is A to P through the arms, angled slightly toward the contact (S to I) so that the force flows down the trunk into the fulcrum.
| Set up | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Prone bilateral transverse (T8 extension restriction) | Prone, arms at sides or off the table, thoracic piece flat | Side of the table, square stance, table about mid thigh | Both pisiforms, hands crossed, on the left and right TPs of T8 | Hands reinforce each other; table supports the trunk | P to A, slightly I to S, body drop at end exhalation |
| Crossed bilateral (T6 PR, right rotation restriction) | Prone | Side of the table | Pisiform on the left TP of T6; other pisiform on the right TP of T7 | The T7 contact fixes the vertebra below | P to A, slightly I to S |
| Unilateral transverse (T9 PL, left rotation restriction) | Prone | Side of the table, fencer stance | Pisiform on the right TP of T9 (posterior body side) | Other hand reinforces over the contact wrist | P to A, slightly I to S |
| Spinous push (T6 PR) | Prone | Side of the table, on the side of the spinous rotation or across | Pisiform or hypothenar on the right lateral surface of the T6 spinous | Other hand reinforces | R to L (L to M), with slight P to A |
| Supine anterior thoracic (T5 to T6 flexion restriction) | Supine, arms crossed over the chest, upper trunk slightly flexed | Side of the table, facing the patient | Fist or open hand under the TPs of T6 (lower vertebra of the segment) | Doctor's chest on the crossed elbows; other hand supports the head | A to P through the arms, slightly S to I |
Modifications and precautions
- Osteoporosis or long term corticosteroid use: avoid body drops and supine thrusts through the ribs; use mobilization, drop pieces with light force, instruments or soft tissue methods.
- Breast tissue and implants: place a pillow or towel under the chest for prone work, use a flat hand or pillow barrier in supine work, explain before touching.
- Pregnancy: avoid prone positioning without a pregnancy support table or cushions; side lying or seated options are alternatives in later pregnancy.
- Shoulder problems: a patient who cannot cross the arms may hold a rolled towel against the chest instead.
- Visceral warning signs: chest pain, dyspnea, diaphoresis, pain unchanged by movement or palpation, or pain with fever or weight loss: stop and refer.
Reasoning: Translate: spinous left, body rotated right, right TP posterior, left rotation restricted. Screen (include visceral causes of lower thoracic pain, such as renal and gallbladder) and consent, including rare rib injury. Locate T9 by counting from the inferior angle of the scapula at about T7, and remember that the T9 transverse processes lie about one level above the T9 spinous tip. Patient prone, table at mid thigh. Contact point, pisiform; segmental contact, right TP of T9. Stabilization: other hand reinforcing (or, for a crossed bilateral, the second pisiform on the left TP of T10). Take tissue pull, have the patient exhale, preload, and say: "At end exhalation I would deliver a body drop thrust, P to A and slightly I to S, inducing left rotation at T9." Alternatively, a spinous push on the left side of the T9 spinous, L to R, achieves the same correction.
Reasoning: The history contains red flags (prior cancer, new constant night pain) that suggest possible metastasis, which is a contraindication to HVLA at the site. Take a focused history (weight loss, fatigue, neurologic symptoms), examine, and say: "Because of her cancer history and new night pain, I would not adjust the thoracic spine today. I would order imaging and refer to her oncologist or primary care physician." Explain to the patient calmly and document. Critical actions: recognizing the red flag and not adjusting.
Thoracic set ups use the transverse processes or spinous processes as segmental contacts and the pisiform or hypothenar as the contact point. Bilateral transverse contacts induce extension; crossed bilateral, unilateral transverse and spinous push contacts induce rotation; the supine anterior thoracic set up with its fulcrum under the lower vertebra induces flexion. Drive P to A with a slight I to S component in prone work, count levels with the rule of threes, and screen for osteoporosis and visceral disease.
Section 5Rib and costal set ups
Rib anatomy and motion
Each typical rib (2 to 9) has a head with two demifacets that articulates with the bodies of two vertebrae and the intervening disc (the costovertebral joint), a neck, and a tubercle that articulates with the transverse process of the lower of those two vertebrae (the costotransverse joint). Ribs 1, 10, 11 and 12 articulate with a single vertebral body, and ribs 11 and 12 have no costotransverse joint. Lateral to the tubercle, the shaft turns sharply forward at the rib angle, the most posterior point of the rib and the usual posterior contact. In the upper ribs the axis of motion through these two joints favors an anterior rise of the sternum, the pump handle motion; in the lower ribs it favors a lateral swing, the bucket handle motion; ribs 11 and 12 move in a caliper fashion.
Rib dysfunction is usually described by the phase of breathing in which the rib stops moving. In an inhalation restriction (exhaled rib) the rib is held down and does not rise with inspiration; in an exhalation restriction (inhaled rib) it is held up and does not fall. Posteriorly, a rib may be described as a posterior rib angle (prominent and tender) or a rib held in a subluxated position at the costotransverse joint. The most common station tasks are a prone posterior rib angle set up, a supine rib set up and the first rib.
Prone and supine rib set ups
For a prone posterior rib set up the patient lies prone, the doctor stands on the side opposite the rib (reaching across) or on the same side, and the pisiform or thenar contacts the rib angle, just lateral to the transverse process at the level of the rib. The other hand reinforces or stabilizes the opposite side of the thorax. The drive is P to A with a lateral and slightly inferior component, following the line of the rib as it curves forward and down from the angle, applied at the end of exhalation. For a contact closer to the costotransverse joint (rib head and neck), the drive is more purely P to A. A supine rib set up mirrors the anterior thoracic technique: arms crossed, the thenar eminence of the contact hand under the rib angle on the involved side, and a drive A to P through the patient's crossed arms.
The first rib
An elevated first rib is common with scalene tightness and upper trapezius strain and may contribute to neck, shoulder and thoracic outlet symptoms. The contact is on the superior surface of the first rib, felt at the base of the neck just anterior to the upper trapezius and posterior to the clavicle. In the supine set up the doctor stands at the head of the table, contacts the rib with the lateral index MCP or the web of the hand, laterally flexes the head toward the contact (to slacken the scalenes) with slight rotation away, and drives S to I and slightly L to M, toward the opposite hip. In the seated set up the doctor stands behind the patient, uses the same contact, and drives in the same direction. The brachial plexus and subclavian vessels cross the first rib between the anterior and middle scalenes, so ask about arm numbness, color change or swelling and use only a light, shallow impulse.
| Set up | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Prone posterior rib angle (right rib 6) | Prone, arms at sides or off the table | Side of the table, often the opposite side reaching across | Pisiform or thenar on the right rib 6 angle | Other hand reinforces or stabilizes the opposite thorax | P to A with a lateral and slight inferior component along the rib, at end exhalation |
| Prone rib head (costotransverse region) | Prone | Side of the table | Pisiform just lateral to the TP over the rib neck | Other hand reinforces | P to A |
| Supine rib | Supine, arms crossed over the chest | Side of the table | Thenar under the involved rib angle | Doctor's chest on the crossed elbows | A to P through the arms |
| First rib, supine (elevated right first rib) | Supine, head laterally flexed right, slight left rotation | Head of the table | Right index MCP or web on the superior surface of the right first rib | Other hand cradles the head | S to I and slightly L to M, toward the left hip |
| First rib, seated | Seated, head laterally flexed toward the contact | Behind the patient | Thumb web or index MCP on the superior surface of the first rib | Other hand on the opposite side of the head | S to I, slightly L to M |
Red flags around the ribs
| Presentation | Concern | Station response |
|---|---|---|
| Left chest, arm or jaw pain with exertion, diaphoresis or dyspnea | Myocardial ischemia | Do not adjust; emergency referral |
| Sudden pleuritic pain with dyspnea, tachycardia, recent immobilization or a swollen calf | Pulmonary embolism | Emergency referral |
| Sudden pleuritic pain and dyspnea in a tall, thin young person or after trauma | Pneumothorax | Emergency referral |
| Point tenderness after trauma, or minimal trauma with osteoporosis | Rib fracture | No HVLA; imaging |
| Band like pain along a dermatome, then a vesicular rash | Herpes zoster | Medical referral; adjusting will not help |
| Constant pain, night pain, cancer history | Metastasis or myeloma | No HVLA; imaging and referral |
Reasoning: Screen for cardiac, pulmonary (embolism, pneumothorax) and fracture red flags; normal vital signs, mechanical aggravation and reproducible palpation tenderness support a musculoskeletal cause. Consent includes the rare risk of rib fracture. Patient prone, arms off the table to protract the scapulae. Stand on the left side reaching across. Contact point, pisiform; segmental contact, right rib 7 angle, lateral to the T7 transverse process. Other hand reinforces. Ask the patient to exhale, take the slack, and say: "At end exhalation I would deliver a shallow thrust, P to A with a slight lateral and inferior component along the rib." Release and reassess breathing pain. If the patient reported sudden breathlessness or had pain with no mechanical pattern, you would stop and refer.
Reasoning: Screen for thoracic outlet symptoms, cervical radiculopathy and dissection symptoms; consent. Patient supine; stand at the head. Laterally flex the head to the right to slacken the scalenes, with slight left rotation. Contact point, lateral surface of the right index MCP; segmental contact, superior surface of the right first rib behind the clavicle. The left hand cradles the head. Preload and say: "I would deliver a shallow thrust, S to I and slightly L to M, toward the left hip." Release and reassess.
Ribs move in pump handle (upper) and bucket handle (lower) patterns through the costovertebral and costotransverse joints. Posterior rib set ups contact the rib angle lateral to the TP and drive P to A along the rib at end exhalation; supine rib set ups mirror the anterior thoracic technique; the first rib is contacted on its superior surface and driven S to I toward the opposite hip. Rule out cardiac, pulmonary, fracture and malignant causes before any rib thrust.
The chapter in one breath
- Upper cervical: C0 to C1 is the flexion and extension joint, C1 to C2 provides about half of cervical rotation, and the vertebral artery loops over the atlas, so rotation stays minimal and extension is avoided.
- Screen the upper neck for instability (rheumatoid arthritis, Down syndrome, trauma, os odontoideum) and for dissection symptoms before any set up.
- ASRP: anterior superior, laterality right, right side posterior; contact the right atlas, drive L to M for laterality and P to A for rotation.
- Lower cervical contacts are the articular pillar or lamina, with the index MCP as the contact point; the transverse processes are not HVLA contacts.
- Rotary set up: pillar on the posterior body side, head rotated away 30 to 45 degrees, P to A and slightly I to S toward the opposite eye. Lateral flexion set up: pillar on the side to be flexed, head bent over the contact, L to M.
- Locking with opposite coupling (lateral flexion toward the contact, rotation away) focuses force on one level.
- Cervicothoracic junction: confirm C7 and T1 by the extension and rotation tests; use the prone thumb move (spinous push with the head laterally flexed toward the contact), swimmer's position or supine lateral flexion contacts.
- Thoracic: bilateral transverse for extension, crossed bilateral, unilateral transverse or spinous push for rotation, all P to A and slightly I to S; count levels with the rule of threes.
- Supine anterior thoracic: arms crossed, fulcrum hand under the lower vertebra, A to P through the arms angled slightly S to I.
- Ribs: pump handle above, bucket handle below; contact the rib angle lateral to the TP and drive P to A along the rib at end exhalation.
- First rib: superior surface behind the clavicle, head laterally flexed toward the contact, S to I toward the opposite hip; check the arm for thoracic outlet signs.
- Rule out visceral disease, fracture, osteoporosis and malignancy before thoracic and rib work, and modify for breast tissue, pregnancy and shoulder limitations.
Words worth knowing
| Term | What it means |
|---|---|
| Atlanto-occipital joint | The joint between the occipital condyles and the atlas, moving mainly in flexion and extension. |
| Atlantoaxial joint | The median and lateral joints between C1 and C2, responsible for about half of cervical rotation. |
| Transverse ligament | The ligament that holds the dens against the anterior arch of the atlas; its laxity causes upper cervical instability. |
| Alar ligaments | Ligaments from the dens to the occipital condyles that check rotation and lateral flexion. |
| Vertebral artery loop | The part of the vertebral artery that crosses the groove on the atlas posterior arch, stretched by rotation and extension. |
| Occipital lift | A supine traction maneuver in which both hands cup the occiput and draw it cephalad to address a flexion restriction. |
| ASRP | A Palmer Gonstead atlas listing: anterior superior, laterality right, right side posterior. |
| Laterality | The side toward which the atlas has slipped, corrected with a lateral to medial drive. |
| Toggle recoil | An upper cervical technique using a side lying position and a very fast, shallow pisiform thrust with recoil on the atlas transverse process. |
| Articular pillar | The column formed by the cervical articular processes, the standard segmental contact for lower cervical set ups. |
| Lamina pedicle junction | The posterior arch region just medial to the pillar, used as a contact in seated Gonstead style cervical work. |
| Index MCP contact | A contact made with the lateral surface of the proximal phalanx of the index finger at the metacarpophalangeal joint. |
| Rotary break | A supine cervical set up that induces rotation by driving the posterior pillar P to A toward the opposite eye. |
| Lateral break | A supine cervical set up that induces lateral flexion by driving the pillar L to M with the head bent over the contact. |
| Locking | Combining motions that do not couple naturally so that segments above reach tension first and force focuses on one level. |
| Vertebra prominens | C7, usually the most prominent spinous process at the base of the neck. |
| Extension test for C6 and C7 | On neck extension the C6 spinous moves anteriorly and becomes hard to feel, while C7 moves little and T1 not at all. |
| Thumb move | A prone cervicothoracic spinous push with the thumb, the head laterally flexed toward the contact. |
| Swimmer's position | A prone junction set up with one arm overhead to rotate the scapula and take up slack. |
| Bilateral transverse contact | Both pisiforms on the transverse processes of one thoracic vertebra, used to induce extension. |
| Crossed bilateral contact | Pisiforms on the posterior TP of the involved vertebra and the opposite TP of the vertebra below, used to induce rotation. |
| Spinous push | A contact on the side of a rotated spinous process that pushes it back toward the midline. |
| Anterior thoracic adjustment | A supine thoracic set up with the patient's arms crossed and a fulcrum hand under the lower vertebra, used for flexion restrictions. |
| Fulcrum | The fixed point (here the contact hand) around which the segment above moves. |
| Costovertebral joint | The joint between a rib head and the vertebral bodies (and disc) it meets. |
| Costotransverse joint | The joint between a rib tubercle and the transverse process, present on ribs 1 to 10. |
| Rib angle | The most posterior point of a rib, lateral to the tubercle, where the shaft turns forward; the usual posterior rib contact. |
| Pump handle motion | Rise of the upper ribs and sternum anteriorly during inspiration. |
| Bucket handle motion | Lateral swing of the lower ribs during inspiration that widens the chest. |
| Inhalation restriction | A rib held down that fails to rise with inspiration (an exhaled rib). |
| Exhalation restriction | A rib held up that fails to fall with expiration (an inhaled rib). |
| Thoracic outlet | The space over the first rib, between the scalenes and under the clavicle, through which the brachial plexus and subclavian vessels pass. |
Check yourself
Lumbar, Pelvic and Sacroiliac Set Ups
The lumbar spine and pelvis are where most practical exam candidates feel at home, and that comfort is exactly where points leak away: a side posture set up done from habit, with no screening question, no consent, a vague contact and a line of drive that does not match the listing. This chapter rebuilds the lumbar, pelvic, sacroiliac and coccygeal set ups as station performances, so that every step you take on the table is one an examiner can see, hear and score. The same discipline protects real patients, because the low back is also where the dangerous mimics (cauda equina syndrome, aneurysm, fracture, metastasis) hide.
By the end of this chapter you can
- Perform and verbalize a lumbar side posture set up, including positioning, the lock to the segment, the doctor's stance and the body drop thrust.
- Choose correctly among the mammillary push, spinous pull and general lumbar roll for a given lumbar listing, and state the matching contact and line of drive.
- Recognize when side posture rotation is a poor choice and substitute prone drop, flexion distraction or low force methods, including the tolerance test.
- Define the ilium listings PI, AS, IN and EX and the common sacral listings, and connect each to its palpation, leg check and radiographic signs.
- Set up side posture, prone and drop corrections for the ilium and sacrum with the correct contact point, segmental contact and line of drive.
- Describe external coccyx technique and the consent, chaperone and scope issues that surround any internal approach.
- Modify lumbopelvic care for pregnancy, osteoporosis, spondylolisthesis, joint replacement, fusion and anticoagulation.
- Screen every lumbopelvic station for red flags, obtain informed consent, and respond correctly if the patient reports a problem during the set up.
Section 1Lumbar side posture set ups
What the technique station is really scoring
Practical technique stations of this kind generally present a door card with a short history, a listing or a set of findings, and a task such as "demonstrate the set up for this listing and verbalize as you go." The thrust itself is usually not delivered on a standardized patient; you take the set up to tension and describe the thrust. Examiners therefore score what they can observe: whether you introduced yourself, confirmed identity, screened for contraindications, obtained consent, positioned the patient safely and modestly, located the correct segment, took the correct contact, stabilized properly, set the line of drive that matches the listing, and said all of this aloud. Check the current official candidate materials for exactly what is scored and whether any thrust is allowed; never assume.
Every set up in this chapter has six parts: listing, patient position, doctor stance, contact point and segmental contact, stabilization, and line of drive. Name all six aloud, in that order, and you will rarely miss a scored element.
The universal opening for any lumbopelvic station
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Greet and identify | Hand hygiene, introduce yourself, confirm name and date of birth | "Hello, I'm Dr. ___. Can you tell me your full name and date of birth?" |
| 2. Screen | Ask the red flag questions that matter for the low back and pelvis | "Any numbness in the groin or saddle area, any change in bladder or bowel control, any recent fall, cancer history, fever, unexplained weight loss, or a pulsing feeling in the belly?" |
| 3. Contraindications to the method | Ask about osteoporosis, blood thinners, surgery or fusion, joint replacements, pregnancy | "Have you had any back or hip surgery, any joint replacement, do you take blood thinners, and is there any chance you are pregnant?" |
| 4. Consent | Explain the procedure, the benefits, the common and rare risks, the alternatives, and invite questions | "I'd like to adjust your lower back while you lie on your side. Most people feel relief; some feel soreness for a day or two. Rarely, symptoms can worsen. Alternatives include gentler table methods, exercise or no treatment. Do you have questions? Do I have your permission?" |
| 5. Locate and confirm | Find the level from landmarks (iliac crests near L4), confirm the listing by palpation | "I'm locating L4 from the top of your hip bones and checking the joint I'll be adjusting." |
| 6. Set up | Position, stance, contact, stabilization, line of drive, in that order | Name each element as you take it |
| 7. Check in | Pause at tension before any thrust | "How are you doing in this position? Any pain down the leg?" |
| 8. Post check | Reassess and give aftercare | "I'll recheck the motion now. Let me know if anything feels different over the next day." |
Side posture positioning: building the lock
Side posture (often called the lumbar roll position) places the patient on one side with the segment to be adjusted positioned so that rotational and flexion tension localize at that level. The positioning is the same for every lumbar side posture variant; only the contact and the side the patient lies on change.
- Choose the side. For the mammillary push and the spinous pull, the patient lies with the side of posterior body rotation up. Because listings are named by the direction the spinous process has moved, the posterior body side is opposite the spinous direction: a spinous rotated right (body rotated left, left side posterior) is set up with the patient lying on the right side, left side up.
- Bottom leg straight, top leg flexed. The down leg stays extended in line with the trunk. The up hip and knee flex, and the up foot rests in or just behind the popliteal fossa of the down leg.
- Flex to the level. Monitor the interspinous space of the target segment with one hand while you flex the top hip with the other. When the space just begins to open at the target, stop: flexion has reached that level. More flexion moves tension higher; less leaves it lower.
- Rotate from above. Draw the down arm and shoulder gently toward you (or ask the patient to reach the down hand toward the ceiling end of the table), so the upper trunk rotates back. Tension from above now meets tension from below at the segment.
- Stance. Stand facing the patient in a split (fencer) stance, cephalad foot forward. Place your caudal thigh against the patient's flexed top knee, so your leg can roll the pelvis toward you and contribute to the thrust.
- Stabilize. Your cephalad hand rests on the patient's up shoulder or the anterior deltoid and pectoral region, holding the trunk counter rotation. It does not push hard; it maintains the lock.
- Take the contact with your caudal hand (see below), take out the remaining slack by rolling the patient slightly toward you, and set the line of drive.
The thrust in a lumbar side posture adjustment is a short, shallow impulse delivered by a body drop: the doctor's trunk drops through the contact arm while the thigh on the patient's knee drops toward the floor and the stabilizing hand holds the shoulder. A long, forceful rotation of the whole patient is not the goal; specificity comes from the lock, not from amplitude.
The three side posture variants
The mammillary push uses a pisiform (hypothenar) contact on the mammillary process of the up side, which is the side of posterior body rotation. The line of drive is posterior to anterior, following the plane of the lumbar facets, which are oriented close to the sagittal plane in the upper lumbar spine and turn more toward the coronal plane at L5 and S1. Because the push is on the posterior side of the body, it rotates the vertebral body back toward neutral and carries the spinous process back toward the midline.
The spinous pull contacts the down side of the spinous process with the fingertips or the pads of the middle and ring fingers (reinforced by the other fingers), and the thrust pulls the spinous process toward the ceiling, that is, back toward the midline. The patient lies with the spinous laterality side down, which is the same side choice as the mammillary push. The pull is often chosen when the patient is large, when the up side mammillary is too tender to contact, or when the doctor wants to emphasize rotation over posterior to anterior glide.
A spinous push (used in some systems) contacts the up side of the spinous process and pushes it away, so the side the patient lies on reverses. Use the variant your program teaches; the examiner scores internal consistency of side, contact and line of drive with the listing.
The general lumbar roll or pelvic roll uses a broad contact (forearm or hand over the posterior ilium or upper buttock) and a rotational body drop without segmental specificity. It is useful for general mobilization of the lower lumbar and sacroiliac region, for large patients and as a teaching foundation. It is less specific and should not be presented as a segmental correction for a named listing.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| L4 spinous right (body rotated left), mammillary push | Lying on right side, left side up; bottom leg straight, top hip flexed to open L4/L5 | Facing patient, split stance, caudal thigh on top knee | Right pisiform on left L4 mammillary process | Left hand on patient's left shoulder holding trunk rotation | Posterior to anterior along the facet plane, with body drop |
| L4 spinous right, spinous pull | Lying on right side (spinous side down), same positioning | Same | Finger pads of the caudal hand on the right (down) side of L4 spinous | Same | Down side to up side (right to left), pulling the spinous toward the midline |
| L3 spinous left (body rotated right), mammillary push | Lying on left side, right side up; top hip flexed less, to open L3/L4 | Same | Left pisiform on right L3 mammillary | Right hand on right shoulder | Posterior to anterior along the facet plane |
| L5 restriction with flexion fixation | Side posture, top hip flexed more to localize L5/S1 | Same, often more caudal | Pisiform on up side L5 mammillary or spinous | Shoulder hold | Posterior to anterior and slightly inferior to superior to open the joint |
| Nonspecific lower lumbar and pelvic restriction (lumbar roll) | Side posture | Same | Forearm or hand over posterior ilium or upper buttock | Shoulder hold | Rotational, toward the floor in the plane of the table |
Safety inside the set up
Lumbar side posture manipulation has a very low rate of serious adverse events, but the events that do occur cluster in predictable patients. Do not thrust in side posture in suspected cauda equina syndrome (saddle anesthesia, new urinary retention or incontinence, bilateral or progressive leg weakness), which is an emergency referral; in suspected fracture after significant trauma or minor trauma in an older or osteoporotic patient; in known or suspected malignancy involving the spine; in infection (fever, intravenous drug use, recent procedure); with a pulsatile abdominal mass or known abdominal aortic aneurysm; or with progressive neurologic deficit. Relative cautions that change the method rather than forbid care include osteoporosis, anticoagulation, acute disc herniation with severe antalgia, spondylolisthesis and recent surgery.
If the patient reports sharp leg pain, new numbness or a sense of the leg "going dead" as you take the lock, stop, release the tension slowly, return the patient to a neutral comfortable position, reassess neurologic status (dermatomes, myotomes, reflexes, straight leg raise) and change approach. Say this sequence out loud on a station: it is a scored safety behavior.
Reasoning: Wash hands, introduce yourself and confirm identity. Screen aloud for saddle numbness, bladder or bowel change, leg weakness, fever, cancer history and trauma; ask about osteoporosis, blood thinners, surgery and pregnancy. Explain the side posture adjustment, its benefits, the common soreness and rare risks, and alternatives, then ask permission. Locate L4 from the iliac crests and confirm the right spinous. Translate aloud: spinous right, body rotated left, left side posterior, so the patient lies on the right side, left side up. Keep the right leg straight, flex the left hip until the L4/L5 interspinous space opens, rotate the upper trunk back by drawing the right shoulder. Stand in split stance with your caudal thigh on the patient's left knee; stabilize the left shoulder with your left hand; take a right pisiform contact on the left L4 mammillary. State the line of drive: posterior to anterior along the facet plane with a body drop. Pause at tension and ask about leg pain before any thrust, then describe post checks and aftercare. Critical actions not to miss: red flag screen, consent, correct side, and stopping if radicular symptoms appear.
Every lumbar side posture variant shares one positioning sequence: side of posterior body rotation up, bottom leg straight, top hip flexed to open the target space, trunk rotated back, doctor's thigh on the top knee. The variants differ only in contact (mammillary push, spinous pull, spinous push, general roll) and must agree with the listing; say the spinous to body translation aloud before you place the patient.
Section 2Lumbar prone and flexion distraction options
When side posture is not the right tool
Side posture is efficient, but it combines rotation, flexion and a thrust, and some patients tolerate none of those well. A candidate who recognizes this and switches methods earns credit for clinical judgment; a candidate who adjusts every lumbar listing in side posture loses it. The common reasons to choose another approach are listed below, along with the usual substitute.
| Situation | Why side posture is a poor choice | Usual alternative |
|---|---|---|
| Acute disc herniation with radicular pain and antalgic lean | Rotation and flexion under load can increase annular stress and nerve root tension | Flexion distraction after a tolerance test, or prone positioning with pillows and gentle mobilization |
| Osteoporosis or osteopenia | Rotational thrust and body weight through ribs and vertebrae risk fracture | Low force: drop table with minimal tension, instrument assisted, flexion distraction, mobilization |
| Late pregnancy | Abdomen limits flexion and rotation; ligament laxity; patient comfort | Side lying with pillows and low force, pregnancy table or cushions prone, drop pieces |
| Spondylolisthesis | Thrust into extension at the slipped level can increase shear | Flexion distraction, adjust above and below, avoid extension thrust at the level |
| Recent lumbar surgery or fusion | Fused levels do not move; adjacent levels may be hypermobile | No thrust at the fusion; low force or mobilization at adjacent levels after surgical clearance |
| Hip replacement (especially posterior approach) | Top hip flexion beyond about 90 degrees with adduction and internal rotation risks dislocation | Prone methods, or side posture with a pillow between the knees and limited hip flexion |
| Patient fear or preference | Guarding defeats the lock and increases risk | Prone drop, flexion distraction, instrument |
Prone lumbar set ups
Prone lumbar techniques place the patient face down on a table with a face piece, arms at the sides or on arm rests, and a pillow under the abdomen if the patient's lordosis is large or extension is painful. The doctor stands on the side that suits the contact, usually in a fencer stance facing cephalad or at right angles to the table.
- Prone unilateral mammillary or transverse contact. Pisiform on the mammillary process of the posterior body side; stabilizing hand over the contact wrist (reinforced) or on the opposite side of the pelvis. Line of drive posterior to anterior with a slight lateral to medial component, delivered as a short thrust from a locked elbow and body drop.
- Prone spinous contact. Pisiform on the side of the spinous process, pushing it toward the midline (lateral to medial with a posterior to anterior component). Used when rotation is the main component.
- Bilateral thenar or "butterfly" contact. Thenars over both mammillary or transverse regions, used for an extension restriction (segment fixed in flexion); line of drive posterior to anterior. Avoid in spondylolisthesis and in painful extension.
- Drop table (Thompson style). The lumbar or pelvic drop piece is raised and its tension set just high enough to hold the patient's weight. The doctor takes the contact, pre loads lightly, and delivers a fast, shallow thrust that releases the drop piece; the abrupt stop of the piece completes the impulse. Drop reduces the force needed and is very comfortable, which makes it a common choice for older patients.
Prone thrusts load the abdomen and lower ribs, so ask about abdominal pain, recent abdominal surgery, pregnancy and any pulsing abdominal sensation first.
Flexion distraction
Flexion distraction (often taught as the Cox method) uses a table whose caudal section hinges downward and can also move laterally and in circumduction. The patient lies prone with the hips over the hinge, ankles secured in cuffs. The doctor stands at the patient's side, contacts the spinous process of the segment above the involved disc with the hypothenar (for an L4/L5 disc, the contact is on the L4 spinous), and slowly lowers the caudal section with the other hand. The contact hand holds the upper vertebra while the table draws the lower segments into flexion and long axis distraction, opening the posterior disc space and the intervertebral foramen.
The essential safety step is the tolerance test. Before the full procedure, the doctor applies a gentle contact and a small amount of flexion and asks whether leg pain changes. If radicular pain increases or peripheralizes (travels farther down the leg), the procedure is stopped and the patient is reassessed. If pain stays the same or centralizes (retreats toward the back), the treatment proceeds. Treatment for disc lesions is given as slow, gentle distractions in short sets, typically a few repetitions held for a few seconds each and repeated in two or three sets, never pushed to pain. Lateral flexion and circumduction motions are generally reserved for facet syndromes and for discs that are already improving, because they add load to the annulus.
| Listing or finding | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| L4/L5 disc bulge with right leg pain, tolerance test passed | Prone on flexion distraction table, ankles cuffed, hips over hinge | Standing at the left side facing cephalad, or at the side of the table | Hypothenar of the cephalad hand on L4 spinous | Caudal hand on the caudal section handle controls flexion | Long axis distraction with flexion; contact holds L4 and resists cephalad slide |
| L5 extension restriction, prone | Prone with abdominal pillow | Fencer stance facing cephalad | Bilateral thenars over L5 mammillary region | Locked elbows, body over contact | Posterior to anterior and slightly inferior to superior |
| L3 spinous left, prone drop | Prone, lumbar drop piece set to patient's weight | Standing on the patient's left side | Pisiform on the left side of L3 spinous | Other hand reinforces the contact wrist | Left to right (lateral to medial) and posterior to anterior; drop releases |
| Facet syndrome, L4/L5, no radiculopathy | Prone on flexion distraction table | At the side | Hypothenar on L4 spinous | Caudal section control | Flexion, then lateral flexion and circumduction as tolerated |
Instrument and low force options
Handheld adjusting instruments and graded mobilization suit osteoporotic, anxious, pediatric and frail patients. The set up still has a listing, a contact (the instrument tip on the mammillary, spinous or lamina), a stabilization and a line of drive, and an instrument never excuses skipping screening, consent or verbalization.
Reasoning: Introduce, confirm identity, and screen aloud for saddle anesthesia, bladder and bowel change, progressive weakness, fever and cancer history; the answers are negative, and strength is normal, so conservative care with monitoring is reasonable. State that the picture fits an L5/S1 disc with S1 radiculopathy and that side posture rotation is a poor first choice. Explain flexion distraction, its risks and alternatives, and obtain consent. Position prone on the table with the hips over the hinge and ankles cuffed. Contact the L5 spinous with your hypothenar (the vertebra above the L5/S1 disc). Perform a tolerance test: small flexion, ask about leg pain. Verbalize: "If the leg pain spreads or worsens, I stop." Proceed with gentle flexion distraction in short sets. Recheck reflex and straight leg raise afterward and document. Critical actions: cauda equina screen, choosing a non rotational method, contact above the disc, tolerance test, and a plan to refer for imaging and specialist opinion if weakness develops or symptoms fail to improve.
Choosing not to use side posture is a scored clinical decision. Acute disc with radiculopathy, osteoporosis, late pregnancy, spondylolisthesis, fusion and hip replacement push you toward prone drop, flexion distraction, instruments or mobilization. Flexion distraction contacts the spinous above the involved disc and always begins with a tolerance test; peripheralization stops it.
Section 3Pelvic and sacroiliac listings
Why the ilium gets its own vocabulary
The sacroiliac joint moves only a few degrees. Listing systems describe the ilium relative to the sacrum by where the posterior superior iliac spine (PSIS) has moved. Because the ilium rotates about an axis near S2, a change at the PSIS implies predictable changes at the ischial tuberosity and acetabulum, and therefore at leg length. Stations give you one or two of these findings and ask for the listing and the correction.
Ilium listings
| Listing | What moved | Palpation findings | Leg check (prone, functional) | Radiographic sign (AP pelvis, commonly taught) |
|---|---|---|---|---|
| PI (posterior inferior) | Ilium rotated posteriorly about the sacral axis; PSIS moved posterior and inferior | PSIS low and prominent, ischial tuberosity relatively anterior, tenderness at the PSIS and sacral sulcus | Short leg on the PI side (acetabulum carried superior) | Ilium appears longer vertically on the involved side |
| AS (anterior superior) | Ilium rotated anteriorly; PSIS moved anterior and superior | PSIS high and less prominent, ischial tuberosity relatively posterior | Long leg on the AS side | Ilium appears shorter vertically on the involved side |
| IN (internal) | Ilium rotated internally about a vertical axis; anterior ilium moved medial, PSIS moved lateral | Wider distance from PSIS to the sacral midline | Usually combined with PI or AS findings | Ilium appears narrower horizontally |
| EX (external) | Ilium rotated externally; anterior ilium moved lateral, PSIS moved medial | Narrower distance from PSIS to the sacral midline | Usually combined with PI or AS findings | Ilium appears wider horizontally |
Listings are often combined, such as PI EX or AS IN; these pairings are the most frequently taught because the shape of the joint couples posterior rotation with external rotation and anterior rotation with internal rotation. The National (motion) system describes the same lesions as restrictions: a PI ilium behaves as a restriction of anterior rotation (flexion of the ilium), and an AS ilium as a restriction of posterior rotation. Know both vocabularies and translate aloud when a door card uses the one you did not train in.
Sacral listings
The sacrum is listed relative to the ilia (or to L5, depending on the system). The commonly taught descriptions are:
- Base posterior on one side (Gonstead style P R or P L): the sacrum has rotated so one side of the base is posterior; the sacral base on that side palpates prominent and the sulcus shallow. Corrected with a contact on the posterior side of the base, line of drive posterior to anterior.
- Base posterior bilaterally (sacral base posterior, sacral extension in motion terms): reduced lumbosacral lordosis, deep sacral apex. Corrected with a contact at the base, posterior to anterior.
- Base anterior (sacral flexion): increased lumbosacral angle; corrected with a contact near the apex, posterior to anterior and inferior to superior, or by an approach that lifts the base.
- Sacral torsions (in osteopathic and motion terminology): rotation about an oblique axis, named as forward torsion (left on left, right on right) or backward torsion (right on left, left on right). On a chiropractic station, translate a torsion into which side of the base is posterior and which inferior lateral angle is posterior, then choose the contact.
Confirming a pelvic lesion: the examination cluster
No single sacroiliac test is reliable on its own. Stations reward a cluster approach, and you should be able to name and briefly perform the usual pieces:
| Test | How it is done | What a positive means |
|---|---|---|
| Gillet (stork) test | Standing; thumb on PSIS and on the S2 tubercle; patient flexes the hip on that side | PSIS fails to move inferior relative to S2: fixation of that sacroiliac joint |
| Standing flexion test | Thumbs on both PSIS; patient bends forward | The PSIS that rises higher is the side of restriction (ilium moving with sacrum) |
| Seated flexion test | Same, seated (ilia fixed by the ischia) | Asymmetry implicates the sacrum rather than the ilium |
| Distraction | Supine, posteriorly directed pressure on both ASIS | Familiar SI pain reproduced |
| Compression | Side lying, downward pressure on the up iliac crest | Familiar SI pain reproduced |
| Thigh thrust | Supine, hip flexed 90 degrees, load along the femur posteriorly | Familiar posterior pelvic pain; often the most sensitive single test |
| Gaenslen test | Supine at edge of table, one hip hyperextended, other flexed | SI pain on the extended side |
| Sacral thrust | Prone, posterior to anterior pressure on the sacrum | Familiar SI pain |
| FABER (Patrick) | Supine, flexion, abduction, external rotation, pressure on the knee | Groin pain suggests hip; posterior pain suggests SI |
A commonly taught rule is that three or more positive pain provocation tests out of the five (distraction, compression, thigh thrust, Gaenslen, sacral thrust) increase the likelihood that the sacroiliac joint is the pain source, particularly if lumbar centralization has been ruled out.
Reasoning: Introduce, confirm identity, and screen aloud: trauma, fever, night pain, pregnancy, inflammatory back pain features (morning stiffness over 30 minutes that improves with exercise, age under 40 at onset, alternating buttock pain), bladder or bowel change. Note that alternating buttock pain with morning stiffness would raise concern for an inflammatory sacroiliitis needing laboratory and imaging workup. Name the listing: right PI ilium (low posterior PSIS, short leg on the same side, fixation, positive provocation cluster). State the correction: patient side posture with the right side up (or prone drop), pisiform on the right PSIS, line of drive posterior to anterior and inferior to superior to rotate the ilium anteriorly. Obtain consent, set up, check in at tension, and plan to recheck leg length and the Gillet test afterward. Critical actions: inflammatory and red flag screen, correct side up, PSIS contact and the I to S component.
Ilium listings describe where the PSIS has gone: PI (posterior rotation, low PSIS, short leg), AS (anterior rotation, high PSIS, long leg), IN (PSIS lateral) and EX (PSIS medial), usually paired as PI EX or AS IN. Sacral listings describe which side of the base is posterior. Confirm with a cluster of motion and provocation tests, and translate between listing and motion vocabularies aloud.
Section 4Sacroiliac and sacral set ups
Side posture ilium corrections
Side posture for the ilium uses the same general positioning as the lumbar set up, with three important differences. First, the involved ilium is up. Second, the lock is taken lower: the top hip is flexed more for an AS correction (often to about 90 degrees, so the ischium is accessible and the ilium can be rotated posteriorly) and less for a PI correction (so the PSIS faces the doctor and the ilium can be rotated anteriorly). Third, the trunk rotation is lighter, because the goal is to isolate the sacroiliac joint rather than a lumbar segment.
- PI ilium. Pisiform contact on the PSIS (for PI EX, on the medial aspect of the PSIS; for PI IN, on its lateral aspect). Doctor's thigh on the top knee. Line of drive posterior to anterior and inferior to superior, with a medial to lateral component for EX or a lateral to medial component for IN, delivered by a body drop. The elbow of the contact arm is lowered so that the forearm points along the I to S line.
- AS ilium. Pisiform or hypothenar contact on the ischial tuberosity, with the top hip flexed further. Line of drive posterior to anterior, with a slight inferior to superior component as commonly taught, which rotates the ilium posteriorly about the sacral axis. Care with modesty: explain before you touch, contact over the gown or drape, and use a broad, firm hand rather than fingertips.
- IN or EX alone. Contact on the lateral (IN) or medial (EX) side of the PSIS or the posterior iliac crest, line of drive across the joint (lateral to medial or medial to lateral) with a posterior to anterior component.
Prone and drop corrections for the ilium
Prone pelvic adjustments are comfortable, quick and easy to verbalize, and drop tables reduce force. The patient lies prone, the pelvic drop piece is raised, and its tension set to the patient's weight. The doctor stands on the side opposite the involved ilium for a PSIS contact reached across the body, or on the same side, depending on the system taught.
- PI on a drop table. Pisiform on the PSIS of the involved side; line of drive posterior to anterior and inferior to superior; a short, fast thrust releases the drop.
- AS on a drop table. Contact on the ischial tuberosity (some programs teach this with the patient's knee flexed and a block or with a modified approach); line of drive posterior to anterior.
Sacral set ups
Sacral contacts are made over the sacral base (just medial to the PSIS, over the first sacral tubercle region), the sacral body, or the apex. The commonly used set ups are:
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Right PI ilium (PI EX) | Side posture, right side up, top hip moderately flexed | Facing patient, thigh on top knee | Pisiform on the medial aspect of the right PSIS | Hand on shoulder holding light trunk rotation | P to A, I to S, slight M to L |
| Left AS ilium (AS IN) | Side posture, left side up, top hip flexed to about 90 degrees | Same | Pisiform or hypothenar on the left ischial tuberosity | Same | P to A with slight I to S, slight L to M for IN |
| Right PI ilium, prone | Prone, pelvic drop piece set | Standing at the left side, reaching across, or at the right side | Pisiform on right PSIS | Other hand reinforces the wrist | P to A, I to S; drop releases |
| Sacral base posterior on the right | Prone (with drop) or side posture right side up | Fencer stance | Pisiform or thenar on the right sacral base, medial to the PSIS | Reinforced wrist or shoulder hold | P to A |
| Bilateral base posterior (sacral extension) | Prone with little or no abdominal pillow | At the side, facing caudal | Thenar or hypothenar across the sacral base | Reinforced | P to A, slightly S to I at the base, encouraging nutation |
| Base anterior (sacral flexion) | Prone, pillow under abdomen | At the side, facing cephalad | Hypothenar over the sacral apex | Reinforced | P to A at the apex, slightly I to S, encouraging counternutation |
Supine and other approaches
A supine sacroiliac approach uses the doctor's hand under the PSIS or sacrum as a fulcrum while force is applied down the flexed femur; muscle energy techniques (patient contraction against resistance, then taking up the new range) suit acute, anxious and pregnant patients.
Reasoning: Introduce, confirm identity, and screen aloud: did she fall, hit her hip, have trouble bearing weight, or have groin pain with walking (hip fracture must be excluded); osteoporosis and steroid use; cancer history; bladder or bowel change. If she could not bear weight or had pain with hip rotation, stop and order imaging first. With a negative screen, name the listing: left AS ilium (high PSIS, long leg on the same side, posterior ischium). Explain the procedure, including that the contact will be on the sitting bone over the drape, and obtain consent. Position side posture, left side up, top hip flexed to about 90 degrees. Thigh on the top knee, hand on the shoulder, pisiform on the left ischial tuberosity. State the line of drive: posterior to anterior with a slight inferior to superior component, rotating the ilium posteriorly. Check in at tension, then plan to recheck leg length. Critical actions: fracture screen, consent that names the contact site, correct side up, ischial contact.
Ilium corrections put the involved side up in side posture or use prone drop: PSIS contact for PI (P to A, I to S, adding M to L for EX or L to M for IN) and ischial tuberosity contact for AS (P to A). Sacral base contacts promote nutation and apex contacts promote counternutation. Explain sensitive contact sites before you touch, and make the line of drive visible with your elbow.
Section 5Coccyx and pelvic special cases
Coccyx: listings, screening and external technique
Coccydynia is pain at the coccyx, usually worse on sitting and on rising from sitting, often after a fall onto the buttocks, after childbirth, or with prolonged sitting on hard surfaces. The coccyx is most often found flexed (anterior) after a fall, sometimes deviated laterally, and occasionally hypermobile. Dynamic sitting and standing lateral radiographs can show abnormal flexion, extension or subluxation, and are considered when symptoms persist.
Screening comes first. Fracture after a recent fall, a pilonidal cyst (tender, swollen, sometimes draining skin over the sacrococcygeal region), a perianal abscess, rectal or pelvic disease, and sacral tumors such as chordoma (slowly progressive pain, constipation, a presacral mass) can all present as tailbone pain. Night pain, weight loss, rectal bleeding, change in bowel habit or a palpable mass warrant referral.
External technique is the default and the only approach appropriate to demonstrate on a standardized patient. The patient lies prone with a pillow under the pelvis. The doctor explains exactly where the contact will be, offers a chaperone, and uses a drape. Contacts include a light thumb or pisiform contact on the sacrococcygeal junction or on the lateral border of the coccyx through the drape, with a gentle sustained pressure or a low force impulse in the direction that reduces the listing (for an anterior coccyx, a gentle lift of the sacral apex combined with release of the gluteal and pelvic floor soft tissues). Soft tissue work to the gluteus maximus, the sacrotuberous ligament and the coccygeus region, cushion advice (a wedge or cutout cushion) and sitting posture advice are part of the plan.
Internal (per rectum) coccygeal techniques exist, but whether they are within scope depends on the jurisdiction. They require specific, documented informed consent, a chaperone, gloves and lubricant, and a clear clinical reason. On a practical exam, do not perform or simulate an internal approach; state that you would use external technique, and that internal technique would require scope verification, specific written consent and a chaperone.
Reasoning: Introduce, confirm identity, and screen aloud: rectal bleeding, bowel change, fever, a tender swelling or drainage near the tailbone (pilonidal cyst), night pain, weight loss, and pregnancy. Explain that you would like to examine and treat the tailbone region externally, that you will touch over the drape at the base of the spine, that she may have a chaperone, and that she can stop you at any time; obtain consent. Note that if the pain began with the fall and had not been imaged, or if there were point tenderness with a step, radiographs would come first. Position prone with a pillow under the pelvis; contact the sacrococcygeal junction with a light thumb contact over the drape; apply a gentle sustained correction with soft tissue release of the gluteal and sacrotuberous region. Advise a wedge cushion and leaning forward when sitting. Critical actions: red flag screen, a consent that names the site and offers a chaperone, external technique only, and modesty throughout.
Pregnancy
Pregnancy brings increasing lumbar lordosis, an anterior shift in the center of mass, and ligament laxity (related to relaxin and other hormones), and low back and pelvic girdle pain are very common. Manual care is widely used and generally well tolerated when it is modified.
- Positioning. Use side lying with pillows between the knees and under the abdomen, or a pregnancy table or cushions that allow prone positioning without abdominal pressure. Avoid prolonged supine lying in later pregnancy, which can compress the inferior vena cava and cause dizziness and hypotension; tilt the patient to the left side if supine work is needed.
- Force. Use lower force and less amplitude. Laxity means less force is needed and that hypermobile joints (especially the symphysis pubis and the sacroiliac joints) should not be pushed to end range.
- Side posture. Reduce lumbar rotation and hip flexion, and keep the abdomen supported. Drop table and instrument methods are useful.
Red flags in pregnancy require immediate obstetric referral and no manipulation: vaginal bleeding, leakage of fluid, regular painful contractions before term, severe or constant abdominal pain, reduced fetal movement, and signs of preeclampsia (new hypertension, severe headache, visual disturbance, right upper quadrant or epigastric pain, sudden swelling of face or hands). Calf pain and swelling in pregnancy or postpartum must be treated as a possible deep vein thrombosis.
Osteoporosis and the older patient
Osteoporosis is a reason to change the method, not necessarily to withhold care. Risk factors to ask about include female sex and menopause, age, low body weight, long term corticosteroid use, smoking, heavy alcohol use, previous fragility fracture, rheumatoid arthritis, and a family history of hip fracture. A sudden onset of thoracolumbar pain after minimal stress in such a patient is a compression fracture until proven otherwise. Avoid rotational side posture thrusts and heavy prone posterior to anterior thrusts in significant osteoporosis; choose drop with minimal tension, instruments, flexion distraction, mobilization, soft tissue work and exercise.
Other modifications to know
| Condition | Concern | Modification |
|---|---|---|
| Spondylolisthesis (isthmic or degenerative) | Shear at the slipped level, especially in extension | Avoid extension thrust at the level; flexion distraction; adjust adjacent segments; core stabilization; refer if progressive slip or neurologic signs |
| Lumbar fusion or instrumentation | Hardware; adjacent segment hypermobility | No thrust at fused levels; surgical clearance; low force at adjacent levels |
| Total hip replacement | Dislocation, especially posterior approach with flexion, adduction and internal rotation | Limit top hip flexion, pillow between knees in side posture, prefer prone or supine methods; no hip thrust |
| Anticoagulant therapy | Bleeding and hematoma | Low force; avoid vigorous soft tissue work; watch for bruising |
| Ankylosing spondylitis | Fused, brittle spine; fracture with minor trauma | No thrust to fused segments; mobilization and exercise; any new pain after minor trauma needs imaging |
| Abdominal aortic aneurysm | Rupture risk | No lumbar thrust; urgent referral if pulsatile mass, tearing pain or hypotension |
Reasoning: Introduce, confirm identity, and screen aloud for bleeding, fluid leakage, contractions, reduced fetal movement, severe headache, visual change, upper abdominal pain, sudden swelling, and calf pain. Confirm that her obstetric care is ongoing. Explain a gentle side lying adjustment of the right pelvis with pillows, the expected benefits, the rare risks and the alternatives (exercise, a sacroiliac belt, soft tissue care), and obtain consent. Position her on her left side, right side up, with a pillow between the knees and one supporting the abdomen; flex the top hip only moderately and keep trunk rotation minimal. Pisiform on the right PSIS, hand on the shoulder, line of drive posterior to anterior and inferior to superior with low force (or use a drop piece on a pregnancy table). Check in at tension. Avoid leaving her supine for long. Critical actions: obstetric red flag screen, positioning that protects the abdomen and vena cava, reduced force and rotation.
Special populations change the set up, not the logic: screen, consent, position safely, contact, line of drive, check in. Coccyx care on an exam is external, chaperone offered, with the contact site named in the consent. Pregnancy calls for supported side lying, low force and an obstetric red flag screen; osteoporosis, spondylolisthesis, fusion, hip replacement, anticoagulation and ankylosing spondylitis each have a specific modification you should be able to name.
The chapter in one breath
- Every lumbopelvic station opens the same way: identify, screen for red flags (cauda equina, fracture, cancer, infection, aneurysm), ask method specific contraindications, then obtain informed consent naming benefits, risks and alternatives.
- Name the six set up elements aloud in order: listing, patient position, doctor stance, contact, stabilization, line of drive.
- Lumbar listings are named by the spinous; translate to the body: spinous right means body rotated left, so the left side is posterior and goes up in side posture.
- Side posture: bottom leg straight, top hip flexed until the target space opens, trunk rotated back, doctor's thigh on the top knee, body drop thrust.
- The mammillary push contacts the up side mammillary (P to A along the facet plane); the spinous pull contacts the down side of the spinous and pulls it to midline.
- Choose prone drop, flexion distraction, instruments or mobilization for acute disc with radiculopathy, osteoporosis, late pregnancy, spondylolisthesis, fusion and hip replacement.
- Flexion distraction contacts the spinous above the involved disc and begins with a tolerance test; peripheralization stops it.
- PI ilium: low posterior PSIS, short leg, corrected through the PSIS (P to A, I to S). AS ilium: high PSIS, long leg, corrected through the ischial tuberosity (P to A).
- IN moves the PSIS lateral and EX moves it medial; they add a lateral to medial or medial to lateral component to the line of drive.
- Sacral base contacts promote nutation; apex contacts promote counternutation.
- Coccyx care on an exam is external, with the contact site named in consent and a chaperone offered; internal approaches depend on scope and need specific written consent.
- Pregnancy: supported side lying, low force, avoid prolonged supine lying, and refer immediately for bleeding, fluid leakage or preeclampsia signs.
Words worth knowing
| Term | What it means |
|---|---|
| Side posture | Side lying set up used for lumbar and pelvic adjustments, with the bottom leg straight and the top hip flexed to localize tension. |
| Lock | The combination of flexion from below and rotation from above that concentrates tension at the target segment before the thrust. |
| Body drop | A thrust delivered by a quick drop of the doctor's trunk through a locked contact arm rather than by arm strength alone. |
| Mammillary push | Side posture lumbar adjustment with a pisiform contact on the up side mammillary process and a posterior to anterior line of drive. |
| Spinous pull | Side posture lumbar adjustment with a finger contact on the down side of the spinous process, pulling it toward the midline. |
| Facet plane | The orientation of the zygapophyseal joint surfaces; near sagittal in the upper lumbar spine and more coronal at L5 and S1. |
| Flexion distraction | Prone table technique that flexes and distracts the lower segments under a spinous contact, used especially for disc lesions. |
| Tolerance test | A small trial of flexion distraction to check that leg pain does not increase before full treatment. |
| Peripheralization | Spread of pain farther down the limb with a movement or procedure, a signal to stop and reassess. |
| PI ilium | Ilium rotated posteriorly with the PSIS posterior and inferior; associated with a functionally short leg on that side. |
| AS ilium | Ilium rotated anteriorly with the PSIS anterior and superior; associated with a functionally long leg on that side. |
| IN ilium | Ilium rotated internally so that the PSIS has moved laterally away from the sacral midline. |
| EX ilium | Ilium rotated externally so that the PSIS has moved medially toward the sacral midline. |
| Nutation | Forward tilting of the sacral base relative to the ilia, with the apex moving posteriorly. |
| Counternutation | Backward tilting of the sacral base relative to the ilia, with the apex moving anteriorly. |
| Gillet test | Standing test in which hip flexion should carry the PSIS inferior relative to S2; failure suggests sacroiliac fixation. |
| Coccydynia | Pain at the coccyx, typically worse with sitting and rising, often after a fall or childbirth. |
| Chordoma | Rare malignant tumor of notochord remnants, common at the sacrum and clivus, that can mimic chronic tailbone pain. |
| Pilonidal cyst | Infected skin and hair cyst over the sacrococcygeal cleft that can masquerade as coccyx pain. |
| Cauda equina syndrome | Compression of the lumbosacral nerve roots causing saddle anesthesia, bladder or bowel dysfunction and leg weakness; a surgical emergency. |
| Preeclampsia | Pregnancy disorder of new hypertension with organ involvement such as headache, visual change or upper abdominal pain; requires urgent obstetric care. |
| Supine hypotensive syndrome | Drop in blood pressure in late pregnancy when the uterus compresses the vena cava in supine lying. |
| Spondylolisthesis | Forward slip of one vertebra on the one below, from a pars defect or degeneration. |
| Line of drive | The direction of the adjustive force through the contact, stated in anatomical terms such as posterior to anterior and inferior to superior. |
Check yourself
Extremity Set Ups
Extremity stations reward the candidate who can turn a restricted motion into a glide direction in one sentence, then build a set up that is safe, modest and easy for an examiner to follow. Every joint in this chapter is handled with the same logic: screen for fracture, instability and the conditions that mimic a simple joint restriction; apply the convex concave rule; place the joint in a position that allows play; then contact, stabilize and drive along the treatment plane. Get that logic right and the shoulder, elbow, wrist, hip, knee, ankle and foot all become variations on one performance.
By the end of this chapter you can
- Apply the convex concave rule to choose the glide direction for a restricted motion at any extremity joint.
- State the loose packed and close packed positions that matter for set ups, and use the treatment plane to set the line of drive.
- Perform and verbalize glenohumeral inferior, posterior and anterior glides, long axis distraction, and acromioclavicular and sternoclavicular set ups.
- Set up corrections for the radial head, the humeroulnar joint, the carpals and the phalanges, and recognize the pulled elbow of a young child.
- Perform hip long axis distraction and anterior and posterior glides, and identify hips that must not be thrust (replacement, avascular necrosis, slipped capital femoral epiphysis, fracture, infection).
- Set up tibiofemoral glides, proximal fibular head corrections that protect the common fibular nerve, and patellar mobilization.
- Perform talocrural distraction, the cuboid whip, navicular and metatarsal techniques after applying the Ottawa ankle and foot rules.
- Screen, consent, check in and respond to adverse responses at every extremity station.
Section 1Shoulder and acromioclavicular set ups
The rule that runs every extremity station
Extremity adjustments restore joint play, the small passive accessory glides that a joint must have for its voluntary range to be normal. Joint play cannot be produced by the patient; it is assessed by the doctor with the joint in a relaxed position. When a voluntary motion is restricted, the missing accessory glide is predicted by the shape of the moving joint surface:
- When a convex surface moves on a fixed concave surface, the roll and the glide go in opposite directions. The humeral head, femoral head, proximal carpal row on the radius, and the talus in the mortise are convex.
- When a concave surface moves on a fixed convex surface, the roll and the glide go in the same direction. The tibial plateau on the femur, the ulna on the trochlea, the bases of the phalanges and the radial fovea on the capitulum are concave.
So if the humerus will not abduct (the shaft moves up), the convex head must glide down: the treatment is an inferior glide. If the knee will not extend (the tibia moves forward on the femur), the concave plateau must glide forward: the treatment is an anterior tibial glide. Say the rule aloud on a station; it is how the examiner hears that your line of drive is reasoned and not memorized.
| Joint | Moving surface | Loose packed (resting) position | Close packed position |
|---|---|---|---|
| Glenohumeral | Convex humeral head | About 55 degrees abduction, 30 degrees horizontal adduction (scapular plane) | Full abduction and external rotation |
| Acromioclavicular | Clavicle on acromion (flat, variable) | Arm resting at the side | About 90 degrees abduction |
| Humeroulnar | Concave ulna | About 70 degrees flexion, 10 degrees supination | Full extension with supination |
| Radiocarpal | Convex proximal carpal row | Neutral with slight ulnar deviation | Full extension with radial deviation |
| Hip | Convex femoral head | About 30 degrees flexion, 30 degrees abduction, slight external rotation | Full extension, internal rotation and abduction |
| Tibiofemoral | Concave tibia | About 25 degrees flexion | Full extension with external rotation of the tibia |
| Talocrural | Convex talus | About 10 degrees plantarflexion, midway between inversion and eversion | Full dorsiflexion |
Glenohumeral set ups
Before any shoulder set up, screen for dislocation and instability (a history of the shoulder "coming out," a positive apprehension test), fracture (trauma in an older patient, a fall on the outstretched hand, deformity, bruising), full thickness rotator cuff tear (weakness, drop arm sign), adhesive capsulitis in its painful freezing phase, and referred pain from the heart, lung apex (Pancoast tumor), diaphragm, gallbladder or cervical spine. Left shoulder pain with exertional chest pressure or dyspnea is cardiac until proven otherwise.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Restricted abduction (inferior glide needed) | Supine, arm abducted to the start of restriction, elbow flexed | At the side of the table facing cephalad | Web of the hand or thenar on the superior humeral head just lateral to the acromion | Other hand holds the distal humerus, maintaining abduction and slight traction | Superior to inferior along the glenoid plane |
| Restricted flexion or internal rotation (posterior glide needed) | Supine, arm at the side or in slight flexion, scapula supported by the table | At the side facing the shoulder | Thenar or hypothenar on the anterior humeral head | Other hand supports the elbow with light long axis traction | Anterior to posterior, slightly lateral, along the glenoid plane |
| Restricted extension or external rotation (anterior glide needed) | Prone, arm hanging off the edge or resting, a small pad under the coracoid | At the side facing the shoulder | Thenar on the posterior humeral head | Other hand holds the distal humerus | Posterior to anterior, slightly medial; avoid with anterior instability |
| General capsular restriction | Supine, arm in the resting position | At the side, facing cephalad or across | Both hands grasp the distal humerus above the elbow | Patient's trunk held by the table or a belt | Long axis distraction (lateral and inferior), gentle tug |
Acromioclavicular and sternoclavicular set ups
The acromioclavicular (AC) joint is a small plane joint that is commonly sprained by a fall on the point of the shoulder. Separations are graded: grades I and II (sprain of the AC ligaments, with partial coracoclavicular involvement in grade II) are managed conservatively; grade III and above (complete coracoclavicular rupture with obvious step deformity, or displacement posteriorly, superiorly or inferiorly) need orthopedic evaluation. Any visible step, a piano key sign, or displacement on comparison stress views is a reason to image and refer rather than adjust. After healing, AC restriction is usually found as a superior or posterior distal clavicle.
The sternoclavicular (SC) joint is a saddle joint with a disc. The common finding is an anterior medial clavicle. A posterior SC displacement can compress the trachea, esophagus and great vessels: hoarseness, dysphagia, dyspnea or venous congestion after trauma to the shoulder or chest is an emergency referral. Never apply posterior pressure to a medial clavicle that is already posterior.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Superior distal clavicle (AC) | Supine or seated | At the head or side | Thenar or pisiform on the superior distal clavicle, medial to the joint line | Other hand supports the arm, slightly abducted, or the acromion from below | Superior to inferior |
| Posterior distal clavicle (AC) | Prone or seated | Behind or at the side | Thenar on the posterior distal clavicle | Other hand stabilizes the acromion anteriorly | Posterior to anterior |
| Anterior medial clavicle (SC) | Supine | At the side, facing the patient | Thenar or pisiform on the anterior medial clavicle, padded | Other hand reinforces; patient's arm at the side | Anterior to posterior, gentle, slightly lateral |
| Superior medial clavicle (SC) | Supine | At the head | Thumb or thenar on the superior medial clavicle | Other hand lifts the arm slightly into abduction | Superior to inferior |
Scapulothoracic mobilization (patient side lying, doctor cupping the scapula and gliding it superiorly, inferiorly, medially, laterally and in rotation) is a useful adjunct, especially when the scapula is held by tight upper trapezius, levator scapulae or pectoralis minor.
Reasoning: Introduce, confirm identity, wash hands. Screen aloud: trauma, dislocation history, numbness or weakness in the arm, chest pain or breathlessness with exertion, diabetes or thyroid disease (associated with adhesive capsulitis), cancer history and smoking. Check apprehension. Explain that you will gently glide the shoulder joint downward, the benefits, the possibility of soreness, and alternatives; obtain consent. Apply the rule aloud: "Abduction is restricted; the humeral head is convex, so it must glide inferiorly." Position supine, abduct the arm to the start of restriction. Stand facing cephalad, take a web contact on the superior humeral head just lateral to the acromion, and hold the distal humerus with the other hand. State the line of drive: superior to inferior along the glenoid plane. Check in at tension, then reassess abduction. Critical actions: cardiac and Pancoast screen, instability check, convex rule stated, contact lateral to the acromion (not on it).
The convex concave rule converts a restricted motion into a glide: the convex humeral head glides opposite to the shaft, so abduction needs an inferior glide, flexion and internal rotation a posterior glide, and extension and external rotation an anterior glide. Screen shoulder stations for instability, fracture, cuff tear and visceral referral, and treat a posterior sternoclavicular displacement as an emergency.
Section 2Elbow, wrist and hand set ups
Elbow: three joints in one capsule
The elbow contains the humeroulnar joint (a hinge: concave trochlear notch on the convex trochlea), the humeroradial joint (concave radial fovea on the convex capitulum) and the proximal radioulnar joint (convex radial head rim turning in the concave radial notch, held by the annular ligament). Flexion and extension happen mainly at the humeroulnar joint; pronation and supination at the radioulnar joints. A commonly taught arthrokinematic link is that the radial head glides posteriorly (dorsally) with pronation and anteriorly with supination, so a radial head fixed posterior tends to limit supination and one fixed anterior tends to limit pronation.
Screen the elbow for supracondylar fracture in children (a fall on the outstretched hand, swelling, refusal to move; check the radial pulse and the anterior interosseous, median, radial and ulnar nerves), radial head fracture in adults (lateral elbow tenderness, painful pronation and supination, a positive fat pad sign on the lateral radiograph), posterior dislocation, septic olecranon bursitis (warm, red, fever) and ulnar nerve symptoms at the cubital tunnel.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Posterior radial head (supination limited) | Supine or seated, elbow near extension, forearm supinated | Facing the patient at the involved side | Thumb or pisiform on the posterior radial head, just distal to the lateral epicondyle | Other hand holds the distal forearm in supination | Posterior to anterior, with the elbow taken toward extension |
| Anterior radial head (pronation limited) | Supine or seated, elbow partly flexed, forearm pronated | Same | Thumb or index finger pad on the anterior radial head in the cubital fossa, lateral to the biceps tendon | Other hand holds the wrist and flexes the elbow over the contact | Anterior to posterior, the contact acting as a fulcrum as the elbow flexes |
| Humeroulnar restriction (general) | Supine, elbow in the resting position of about 70 degrees of flexion | At the side | Hand on the proximal ulna on its anterior surface | Other hand stabilizes the distal humerus on the table | Long axis distraction of the ulna (perpendicular to the joint surface) |
| Medial or lateral gapping restriction | Supine, elbow slightly flexed | At the side | Hand on the medial or lateral distal humerus | Other hand holds the distal forearm | Gentle valgus or varus gapping; screen ligaments first |
The pulled elbow
Radial head subluxation (pulled or nursemaid's elbow) occurs in children roughly 1 to 4 years old when a sudden pull on the extended, pronated arm draws the radial head partly out of the annular ligament. The child stops using the arm and holds it slightly flexed and pronated, with little swelling. Reduction is by hyperpronation or by supination with flexion, often with a palpable click and rapid return of use. The critical judgment is the mechanism: a pull fits subluxation, but a fall, visible swelling, bruising or point tenderness suggests fracture and calls for radiographs first. If the child does not use the arm normally within a short time after a reduction attempt, refer for imaging.
Wrist and carpals
At the radiocarpal joint the convex proximal carpal row moves on the concave radius and articular disc, so wrist flexion requires a dorsal glide of the carpals and extension requires a palmar glide. Individual carpals are listed by the direction of their displacement, most often dorsal (posterior). The capitate, the keystone of the distal row, and the lunate are the carpals most often addressed.
Screen the wrist carefully. Scaphoid fracture follows a fall on the outstretched hand and causes tenderness in the anatomical snuffbox and over the scaphoid tubercle; initial radiographs may be normal, so the wrist is splinted and reimaged or scanned, because missed scaphoid fractures risk nonunion and avascular necrosis of the proximal pole. Lunate dislocation (usually palmar) can compress the median nerve and is an emergency. Kienböck disease (avascular necrosis of the lunate) causes dorsal central wrist pain. Distal radius fractures (Colles with dorsal displacement, Smith with palmar displacement) must be excluded after a fall. Do not thrust a wrist with rheumatoid arthritis and ligament laxity.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Dorsal capitate (or other dorsal carpal) | Seated or supine, forearm pronated, wrist relaxed | Facing the patient | Thumbs crossed over the dorsal capitate; fingers wrap the palmar wrist | The doctor's fingers cradle the palm; light long axis traction | Dorsal to palmar with long axis traction, taking the wrist from slight extension to neutral (a "whip" or figure eight motion) |
| Palmar lunate (only after dislocation and Kienböck disease are excluded) | Seated, forearm supinated | Facing the patient | Thumbs over the palmar lunate | Fingers on the dorsal wrist | Palmar to dorsal with long axis traction, gentle |
| Radiocarpal restriction of flexion | Seated, forearm supinated on the table, wrist over the edge | At the side | Web or thenar on the palmar proximal carpal row | Other hand stabilizes the distal radius and ulna | Palmar to dorsal (a dorsal glide of the convex carpals restores flexion) |
| Carpal tunnel complaint (no thenar atrophy) | Seated, forearm supinated | Facing the patient | Thumbs on the palmar thenar and hypothenar eminences | Fingers on the dorsal wrist | Spreading mobilization of the carpal arch with gentle wrist extension |
Hand and phalanges
At the metacarpophalangeal and interphalangeal joints the concave base of the distal bone moves on the convex head of the proximal bone, so flexion requires a palmar glide and extension a dorsal glide of the distal bone. The simplest and safest technique is long axis distraction: the doctor grasps the proximal bone with one thumb and index finger, the distal bone with the other, takes up slack along the axis and applies a gentle tug, often with a small cavitation. Dorsal and palmar glides and gentle rotation follow the same grip. The thumb carpometacarpal joint is a saddle joint; distraction and glides in its two planes help arthritic stiffness when applied gently.
Screen the hand for ulnar collateral ligament rupture of the thumb (skier's or gamekeeper's thumb; laxity on valgus stress, possible Stener lesion needing surgery), mallet finger (extensor tendon avulsion, needs continuous splinting), boutonnière deformity (central slip injury), flexor tenosynovitis (the Kanavel signs: fusiform swelling, flexed resting posture, tenderness along the sheath, pain on passive extension; a surgical emergency), and inflammatory arthritis.
Reasoning: Introduce, confirm identity, wash hands. Screen aloud: falls, swelling, numbness in the thumb, index and middle fingers, night pain, inflammatory joint disease. Palpate the snuffbox and scaphoid tubercle and say they are nontender; check median nerve sensation. Explain the procedure, benefits, soreness risk and alternatives (rest, taping, exercise), and obtain consent. Position seated, forearm pronated, wrist relaxed. Cross your thumbs over the dorsal capitate and wrap your fingers around the palmar wrist. State the line of drive: dorsal to palmar with long axis traction, taking the wrist from slight extension toward neutral. Check in, then recheck extension. Critical actions: scaphoid and median nerve screen before contact, correct carpal identified, distraction combined with the glide. Kienböck disease remains on the differential if pain persists, so plan radiographs if there is no improvement.
The radial head glides posterior with pronation and anterior with supination; the convex carpals glide dorsally for flexion and palmarly for extension; the concave phalangeal bases glide with the movement. Exclude fracture first (supracondylar, radial head, scaphoid, distal radius), recognize the pulled elbow by its pull mechanism, and treat a palmar lunate with median nerve signs or flexor tenosynovitis as an emergency.
Section 3Hip set ups
Screen the hip before you touch it
Hip pain is a common door card because it hides serious conditions behind an ordinary complaint. Before any hip set up, you must be able to say why the hip in front of you is not one of these:
| Condition | Typical patient and clues | Action |
|---|---|---|
| Hip fracture | Older adult after a fall; leg shortened and externally rotated; cannot bear weight; groin pain with log roll | Do not move the leg; emergency imaging and referral |
| Occult or stress fracture of the femoral neck | Runner, military recruit, low bone density; groin pain with activity, pain on hop test | Stop loading; imaging (MRI if radiographs are normal); no thrust |
| Avascular necrosis of the femoral head | Corticosteroids, alcohol, sickle cell disease, prior trauma; deep groin pain, painful internal rotation | Imaging and referral; no thrust |
| Slipped capital femoral epiphysis | Adolescent, often overweight; limp, groin, thigh or knee pain; obligatory external rotation with hip flexion | Non weight bearing, urgent orthopedic referral; no manipulation |
| Legg Calvé Perthes disease | Child about 4 to 8 years, more often boys; painless or mildly painful limp, reduced abduction and internal rotation | Imaging and orthopedic referral |
| Septic arthritis | Fever, refusal to bear weight, severe pain with any motion; child or immunocompromised adult | Emergency referral |
| Total hip replacement | Surgical history; posterior approach dislocates with flexion beyond 90 degrees, adduction and internal rotation | No hip thrust; respect precautions; gentle soft tissue and exercise with surgical guidance |
| Referred pain | Lumbar radiculopathy, sacroiliac joint, hernia, aneurysm, gynecologic or urologic disease | Examine the lumbar spine and abdomen; refer as indicated |
The hip's capsular pattern is loss of internal rotation most, then flexion and abduction, with less loss of extension; early osteoarthritis is often found first as painful, limited internal rotation and a positive FADIR or FABER with groin pain. Femoroacetabular impingement in younger active adults produces groin pain with flexion, adduction and internal rotation.
Long axis distraction
Long axis distraction separates the femoral head from the acetabulum and is the foundation hip technique, useful for capsular stiffness and early degenerative change. The patient lies supine with the hip in its resting position (about 30 degrees of flexion, 30 degrees of abduction and slight external rotation). The doctor stands at the foot of the table and grasps the leg just above the malleoli, or, if the knee is unstable or painful, the distal femur above the knee with the patient's knee flexed over the doctor's shoulder or forearm. The doctor leans back to take up slack, holds for a breath, and then applies a quick, shallow tug along the long axis of the femur. A belt across the patient's pelvis or the patient holding the table edges keeps the trunk from sliding.
Anterior and posterior glides
The convex femoral head glides opposite to the movement of the shaft. Flexion and internal rotation require a posterior glide; extension and external rotation require an anterior glide; abduction requires an inferior glide.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| General capsular restriction | Supine, hip in the resting position, pelvic belt | At the foot of the table | Both hands above the malleoli (or distal femur if the knee is compromised) | Belt or patient grips the table | Long axis distraction along the femur, caudal |
| Restricted flexion and internal rotation (posterior glide) | Supine, hip flexed to about 90 degrees with slight adduction, knee flexed | At the side, facing the patient | Both hands interlaced over the flexed knee, or the doctor's chest on a pad over the knee | A hand or towel under the pelvis or ischium on that side | Along the shaft of the femur, anterior to posterior (toward the table) |
| Restricted extension and external rotation (anterior glide) | Prone, knee flexed, a pad under the ASIS | At the side, facing the hip | Thenar or pisiform on the posterior proximal femur just below the gluteal fold, or over the posterior greater trochanter | Other hand lifts the thigh slightly into extension from the distal femur | Posterior to anterior |
| Restricted abduction or general stiffness (lateral distraction) | Supine, hip flexed to 90 degrees | At the side | Belt or interlaced hands on the medial proximal thigh | Other hand on the lateral knee keeps the femur from abducting | Medial to lateral, perpendicular to the acetabulum |
Reasoning: Introduce, confirm identity, wash hands. Screen aloud: falls, weight bearing ability, fever, night pain, cancer history, corticosteroid or heavy alcohol use, previous hip surgery or replacement. Note that the findings fit early osteoarthritis (capsular pattern with internal rotation lost most). Explain long axis distraction, its benefits, the risk of soreness, and alternatives (exercise, weight management, activity modification), and obtain consent. Position supine, hip in about 30 degrees of flexion, 30 degrees of abduction and slight external rotation; apply a pelvic belt. Ask about knee problems; with a healthy knee, grasp above the malleoli. Lean back to take up slack; check in; describe a quick, shallow tug along the femur. Recheck internal rotation and add a home program of range of motion and strengthening. Critical actions: excluding replacement, avascular necrosis and fracture, the resting position, pelvic stabilization, and choosing the femoral grip if the knee is unstable.
Screen every hip for fracture, avascular necrosis, slipped capital femoral epiphysis, Perthes disease, infection, replacement and referred pain. Long axis distraction in the resting position is the core technique; the convex femoral head glides posteriorly for flexion and internal rotation and anteriorly for extension and external rotation. A prosthetic hip is never thrust.
Section 4Knee set ups
Tibiofemoral joint
At the tibiofemoral joint the concave tibial plateau moves on the convex femoral condyles, so the tibia glides in the same direction as the leg moves: extension requires an anterior glide of the tibia and flexion requires a posterior glide. Terminal extension is accompanied by external rotation of the tibia (the screw home mechanism), unlocked by the popliteus at the start of flexion; a knee that lacks the last few degrees of extension may be missing that rotation as well as anterior glide.
Screen the knee before any set up. The Ottawa knee rules call for radiographs after acute injury if the patient is 55 or older, has isolated tenderness of the patella, tenderness at the fibular head, cannot flex to 90 degrees, or cannot bear weight for four steps both immediately and at the examination. A tense effusion within about 2 hours of injury is a hemarthrosis, which suggests an anterior cruciate ligament tear, a fracture or a patellar dislocation. A knee that is locked (cannot extend fully, with a springy block) suggests a displaced bucket handle meniscal tear and needs orthopedic referral, not a thrust. Fever with a hot swollen knee is septic arthritis until proven otherwise. Calf pain and swelling raise concern for deep vein thrombosis, and a ruptured Baker cyst can mimic it.
Ligament tests come first because two of the knee glides are the drawer tests in disguise: never perform an anterior tibial glide on a knee with a torn anterior cruciate ligament, or a posterior glide on a knee with a torn posterior cruciate ligament.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Posterior tibia (extension limited; anterior glide needed) | Supine, hip flexed about 45 degrees, knee flexed about 90 degrees, foot flat | Seated lightly on the patient's foot or at the side | Both hands around the proximal tibia, fingers in the popliteal fossa, thumbs on the tibial plateau margins | Patient's foot fixed by the doctor's thigh | Posterior to anterior along the plateau (only with an intact anterior cruciate ligament) |
| Anterior tibia (flexion limited; posterior glide needed) | Supine, knee flexed about 90 degrees, foot flat | Same | Thenar or heel of the hand on the anterior proximal tibia below the tubercle | Foot fixed; other hand reinforces | Anterior to posterior (only with an intact posterior cruciate ligament) |
| General tibiofemoral restriction | Prone, knee flexed to about 90 degrees | At the side, the doctor's knee or a hand stabilizing the distal posterior thigh | Both hands around the distal leg above the malleoli | Stabilizing the distal femur on the table | Long axis distraction of the tibia toward the ceiling |
| Medial or lateral gapping restriction | Supine, knee in slight flexion | At the side | Hand on the lateral (for medial gapping) or medial (for lateral gapping) distal femur | Other hand at the distal leg | Gentle valgus or varus gapping after collateral ligament testing |
Proximal tibiofibular joint and the fibular head
The proximal tibiofibular joint is a plane synovial joint on the posterolateral tibial condyle. The fibula moves slightly with ankle motion: with ankle dorsiflexion the fibula rises and rotates, and inversion ankle sprains are commonly taught to disturb the fibula at both ends. A posterior fibular head is the most commonly taught listing, often after an inversion sprain or with lateral knee pain in runners; an anterior fibular head is less common.
The common fibular (peroneal) nerve winds around the fibular neck just below the head, where it is superficial and easily compressed. Contacts must sit on the fibular head itself, not on the neck, and the patient should be told to report any tingling into the lateral leg or dorsum of the foot. Foot drop, numbness of the first web space or weakness of ankle dorsiflexion and eversion after a knee injury suggests fibular nerve injury and requires referral.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Posterior fibular head | Supine, hip and knee flexed | At the involved side facing the patient | Index finger metacarpophalangeal joint (padded) behind the fibular head, the tendon of biceps femoris moved aside | Other hand at the distal leg, flexing the knee over the contact with slight external rotation of the leg | Posterior to anterior, the contact acting as a fulcrum as the knee flexes |
| Posterior fibular head, prone option | Prone, knee flexed about 90 degrees | At the side | Thenar or pisiform on the posterior fibular head | Other hand holds the ankle | Posterior to anterior and slightly lateral to medial |
| Anterior fibular head | Supine, knee slightly flexed on a roll | At the side | Thenar on the anterior fibular head | Other hand stabilizes the medial tibia | Anterior to posterior |
Patellar mobilization
The patella must glide inferiorly for full knee flexion and superiorly for full extension, and medial and lateral glides and tilts are needed for normal tracking. With the patient supine and the knee fully extended and relaxed (a small roll under the knee if the patient cannot relax), the doctor uses the thumbs and index fingers on the patellar borders or the heel of the hand on the patellar base or apex to apply superior, inferior, medial and lateral glides, held or oscillated. Avoid compressing the patella into the femur in patellofemoral pain, and avoid lateral glides after a patellar dislocation (lateral apprehension test positive). Quadriceps tightness (especially the vastus lateralis and the iliotibial band) and a weak vastus medialis are treated alongside.
Reasoning: Introduce, confirm identity, wash hands. Screen aloud: swelling, locking, giving way, numbness on the top of the foot, weakness lifting the foot, calf pain. Test ankle dorsiflexion and eversion strength and first web space sensation to document fibular nerve function before you touch. Explain the procedure, benefits, soreness risk and alternatives, and obtain consent, asking him to tell you right away about any tingling down the leg. Name the listing: posterior fibular head. Position supine with hip and knee flexed. Place a padded index metacarpophalangeal contact behind the fibular head (not the neck), hold the distal leg with the other hand, and flex the knee over the contact with slight external rotation. State the line of drive: posterior to anterior, the contact acting as a fulcrum. Check in, then recheck fibular head motion and the ankle. Critical actions: nerve check before and after, contact on the head not the neck, and examining the ankle that started the problem.
The concave tibia glides with the leg: anterior for extension, posterior for flexion, and only after the cruciate ligaments are tested. A posterior fibular head is corrected posterior to anterior with a contact on the head while protecting the common fibular nerve at the neck. Patellar glides restore tracking and flexion. The Ottawa knee rules, hemarthrosis, locking, sepsis and thrombosis come before any set up.
Section 5Ankle and foot set ups
Screen with the Ottawa rules
After an acute ankle or midfoot injury, the Ottawa ankle and foot rules decide whether radiographs come before treatment. Ankle films are indicated with pain in the malleolar zone and bone tenderness along the posterior edge or tip of either malleolus (the distal 6 cm), or inability to bear weight for four steps both immediately and at the examination. Foot films are indicated with pain in the midfoot zone and tenderness at the base of the fifth metatarsal or the navicular, or the same weight bearing failure. Beyond the rules, screen for an Achilles tendon rupture (a palpable gap, weak plantarflexion, positive Thompson test), a high ankle (syndesmotic) sprain (pain with squeeze and external rotation tests), a Lisfranc injury (midfoot pain, plantar bruising, widening between the first and second metatarsal bases), stress fracture (point tenderness of a metatarsal shaft in a runner), Charcot neuroarthropathy (a warm, red, swollen foot in a person with diabetic neuropathy, often with little pain), gout at the first metatarsophalangeal joint, deep vein thrombosis and compartment syndrome. Check pulses and sensation in every diabetic foot before you touch it.
Talocrural and subtalar set ups
The convex talus rolls and glides in the concave mortise, so dorsiflexion requires a posterior talar glide and plantarflexion an anterior glide. After an inversion sprain the talus is commonly found anterior with restricted dorsiflexion, and the cuboid and fibula are often involved too. The foundation technique is talocrural long axis distraction (the "ankle tug"): patient supine, the doctor at the foot of the table interlaces the fingers over the dorsal talar neck with the thumbs on the plantar surface, takes the ankle into its resting position, leans back to take up slack and gives a quick, shallow tug along the long axis of the leg.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| General talocrural restriction | Supine, heel just off the table end, ankle in slight plantarflexion | At the foot of the table, leaning back | Interlaced fingers over the dorsal talar neck, thumbs on the sole | Patient's weight on the table; a belt if needed | Long axis distraction, caudal |
| Anterior talus (dorsiflexion limited) | Supine, heel off the end of the table | At the foot, facing cephalad | Web of the hand over the anterior talus at the ankle crease | Other hand under the distal tibia lifting slightly | Anterior to posterior with the ankle taken into dorsiflexion |
| Calcaneus restricted in eversion or inversion (subtalar) | Prone, knee flexed about 90 degrees, or supine | At the foot | Cupped hand around the calcaneus | Other hand fixes the talus and malleoli | Medial or lateral glide of the calcaneus, with distraction |
| Distal fibula anterior inferior after inversion sprain | Supine | At the side of the foot | Thenar on the anterior lateral malleolus | Other hand stabilizes the medial tibia | Anterior to posterior and slightly inferior to superior |
Cuboid, navicular and metatarsal techniques
Cuboid syndrome (a plantar, often medially rotated cuboid) causes lateral midfoot pain after an inversion sprain or with repetitive loading in dancers and runners; push off is painful and the plantar cuboid is tender. The classic correction is the cuboid whip: the patient lies prone with the knee flexed about 70 to 90 degrees; the doctor's thumbs overlap on the plantar medial aspect of the cuboid and the fingers wrap the dorsum; the doctor whips the foot from slight dorsiflexion into plantarflexion and, at end range, the thumbs deliver a thrust plantar to dorsal. A gentler alternative is a squeeze (sustained plantar to dorsal pressure). Do not perform a whip until fracture of the fifth metatarsal base and a Lisfranc injury have been excluded, and avoid it in an unstable ankle.
A plantar (inferior) navicular is associated with a dropped medial longitudinal arch and medial midfoot pain. The patient lies supine or prone; the doctor's thumb contacts the plantar navicular just behind its tuberosity, the other hand stabilizes the forefoot, and the line of drive is plantar to dorsal (with a slight medial to lateral component). Navicular stress fracture (point tenderness on the dorsal "N spot" in a jumping athlete) must be excluded first.
At the metatarsals, adjacent heads are glided against each other in dorsal and plantar directions (a "shear"), and the forefoot is spread gently. The first metatarsophalangeal joint follows the concave rule for the proximal phalanx: extension (needed for push off) requires a dorsal glide of the phalanx, so hallux limitus is treated with long axis distraction and dorsal glides, never in an acute gout flare. Avoid squeezing the forefoot over a Morton neuroma between the third and fourth heads.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Plantar cuboid (cuboid whip) | Prone, knee flexed 70 to 90 degrees | At the foot of the table facing the sole | Overlapped thumbs on the plantar medial cuboid | Fingers wrap the dorsum of the foot | Plantar to dorsal at the end of a quick plantarflexion whip |
| Plantar navicular | Supine or prone | At the medial side of the foot | Thumb on the plantar navicular behind the tuberosity | Other hand holds the forefoot | Plantar to dorsal, slight medial to lateral |
| Metatarsal restriction | Supine | At the foot | Thumb and fingers around one metatarsal head | Other hand holds the adjacent head | Dorsal and plantar glides of one head against the next |
| First metatarsophalangeal restriction (hallux limitus) | Supine | At the foot | Thumb and index finger around the proximal phalanx | Other hand fixes the first metatarsal | Long axis distraction, then dorsal glide of the phalanx |
Reasoning: Introduce, confirm identity, wash hands. Apply the Ottawa ankle and foot rules aloud: no malleolar or posterior edge tenderness, no navicular or fifth metatarsal base tenderness, able to bear weight, so radiographs are not required by the rules. Screen for plantar bruising and midfoot instability (Lisfranc), numbness, calf pain and swelling. Explain the procedure (a quick flick of the foot with pressure under the outer midfoot), its benefits, soreness risk and alternatives (taping, a pad under the cuboid, rehabilitation), and obtain consent. Name the listing: plantar cuboid. Position prone with the knee flexed about 80 degrees. Overlap your thumbs on the plantar medial cuboid with fingers on the dorsum. State the line of drive: plantar to dorsal at the end of a quick plantarflexion whip. Check in, recheck push off, and add a cuboid pad and ankle rehabilitation. Critical actions: Ottawa rules stated before contact, Lisfranc screen, correct bone and contact, and addressing the ankle sprain itself.
The convex talus glides posteriorly for dorsiflexion; the ankle tug is the foundation technique. A plantar cuboid is corrected with the cuboid whip and a plantar navicular with a plantar thumb contact, both driving plantar to dorsal, and the concave phalanx glides dorsally for hallux extension. Ottawa rules, Lisfranc, Achilles rupture, stress fracture and the diabetic foot come first.
The chapter in one breath
- The convex concave rule drives every extremity set up: convex surfaces glide opposite to the shaft, concave surfaces glide with it.
- Glenohumeral: inferior glide for abduction, posterior glide for flexion and internal rotation, anterior glide for extension and external rotation (not with anterior instability).
- AC restrictions are usually a superior or posterior distal clavicle; grade III or higher separations and any posterior sternoclavicular displacement are referred.
- The radial head glides posterior with pronation and anterior with supination; a pulled elbow in a toddler reduces with hyperpronation or supination and flexion once fracture is excluded.
- Carpals glide dorsally for flexion and palmarly for extension; snuffbox tenderness means scaphoid fracture until proven otherwise.
- Phalangeal joints respond to long axis distraction and glides in the direction of the restricted motion.
- Hip: screen for fracture, avascular necrosis, slipped capital femoral epiphysis, Perthes disease, infection and replacement; long axis distraction in the resting position is the core technique.
- Knee: the tibia glides anterior for extension and posterior for flexion, after testing the cruciate ligaments and applying the Ottawa knee rules.
- The posterior fibular head is corrected posterior to anterior with a contact on the head, protecting the common fibular nerve at the neck.
- The talus glides posteriorly for dorsiflexion; the ankle tug, cuboid whip and plantar navicular contacts follow a negative Ottawa ankle and foot screen.
- Every extremity station includes identification, screening, informed consent, a check in at tension and reassessment.
Words worth knowing
| Term | What it means |
|---|---|
| Joint play | Small passive accessory motions of a joint that cannot be produced voluntarily but are needed for normal active range. |
| Convex concave rule | A convex surface glides opposite to the bone's movement; a concave surface glides in the same direction. |
| Loose packed position | The joint position of greatest laxity and least congruence, used for assessing and treating joint play. |
| Close packed position | The joint position of greatest congruence and ligament tension, where joint play is minimal. |
| Treatment plane | The plane through the concave joint surface along which glides are directed. |
| Long axis distraction | A pull along the length of a bone that separates the joint surfaces. |
| Capsular pattern | The characteristic proportional loss of motion when the whole joint capsule is involved, such as internal rotation lost most at the hip. |
| Apprehension test | Abduction and external rotation of the shoulder that provokes fear of dislocation in anterior instability. |
| AC separation | Sprain or rupture of the acromioclavicular and coracoclavicular ligaments, graded by displacement. |
| Posterior SC dislocation | Backward displacement of the medial clavicle that can compress the trachea, esophagus or great vessels; an emergency. |
| Pulled elbow | Partial slipping of the radial head out of the annular ligament in a young child after a pull on the arm. |
| Fat pad sign | Elevation of the elbow fat pads on a lateral radiograph indicating an effusion, often from an occult fracture. |
| Anatomical snuffbox | The hollow on the radial dorsal wrist over the scaphoid; tenderness suggests scaphoid fracture. |
| Kienböck disease | Avascular necrosis of the lunate causing dorsal central wrist pain. |
| Kanavel signs | Four signs of flexor tendon sheath infection: fusiform swelling, flexed posture, sheath tenderness and pain on passive extension. |
| Skier's thumb | Injury of the thumb ulnar collateral ligament at the metacarpophalangeal joint, also called gamekeeper's thumb. |
| Slipped capital femoral epiphysis | Displacement of the femoral head through the growth plate in an adolescent, presenting with limp and hip or knee pain. |
| Avascular necrosis | Bone death from loss of blood supply, common at the femoral head, scaphoid and lunate. |
| Ottawa knee rules | Criteria for radiographs after knee injury: age 55 or older, isolated patellar or fibular head tenderness, inability to flex to 90 degrees or to bear weight. |
| Hemarthrosis | Blood in a joint, suggested by rapid effusion after injury. |
| Screw home mechanism | External rotation of the tibia on the femur in the final degrees of knee extension. |
| Common fibular nerve | Branch of the sciatic nerve that winds around the fibular neck; injury causes foot drop. |
| Ottawa ankle and foot rules | Criteria for radiographs based on malleolar, navicular and fifth metatarsal base tenderness and weight bearing. |
| Cuboid syndrome | Lateral midfoot pain from a plantar, rotated cuboid, often after an inversion sprain. |
| Cuboid whip | Prone technique in which the foot is whipped into plantarflexion while the thumbs drive the cuboid plantar to dorsal. |
| Lisfranc injury | Disruption of the tarsometatarsal joint complex, suggested by midfoot pain and plantar bruising. |
| Charcot neuroarthropathy | Progressive joint destruction in a neuropathic foot, presenting as a warm, red, swollen foot. |
| Hallux limitus | Restricted extension of the first metatarsophalangeal joint, limiting push off. |
Check yourself
Practice Stations I: Imaging and Case Management Walk Throughs
Knowing the material and producing it on demand behind a closed door with a clock running are two different skills. This chapter is pure rehearsal: timed film cases and complete case management stations for the neck and head, the low back and pelvis, the extremities and the viscera, each walked through in the order you would actually perform it. Read a door card, cover the box, run the station in your head out loud, then check yourself against the reasoning.
By the end of this chapter you can
- Run a fixed film routine and state each answer as finding, location, view, impression and recommendation without wasting time.
- Turn a door card into a working differential before you knock, and plan which history questions and tests will separate the possibilities.
- Perform a complete neck and head station, including cervical radiculopathy testing, the Canadian C-spine rule and screening for cervical artery dissection.
- Separate radicular, stenotic, sacroiliac and mechanical low back presentations, and recognize cauda equina syndrome and vascular mimics.
- Work up common extremity complaints with high yield special tests and apply the Ottawa ankle and knee rules to imaging decisions.
- Recognize visceral referred pain patterns that masquerade as musculoskeletal complaints and choose the right level of urgency for referral.
- Close every station with a plain language report of findings, informed consent, a home plan, a follow up point and a concise patient note.
- Name the critical actions in each case whose omission costs the most points or puts the patient at risk.
Section 1Imaging station walk throughs
How to use these film cases
Imaging tasks on a practical exam reward two things: seeing the finding and saying it in a usable form. The second is where prepared candidates still lose points. A correct impression with no location, or a correct finding with no recommendation, is a partial answer. Practice every case below with a timer set to the official time printed in your current candidate materials, or, if you are drilling before you know it, to a short fixed window such as two minutes per film. When time is short, the order of priority is: the most important finding, then the impression, then the recommendation, then the supporting observations.
Every film answer in this section uses the same five part template:
- Finding: what you see, in descriptive terms (lucency, sclerosis, loss of height, soft tissue swelling, malalignment).
- Location: the bone or level and the side (L5 bilateral pars interarticularis; right femoral neck).
- View: the projection on which it is best seen (lateral lumbar, AP open mouth, oblique cervical).
- Impression: the single most likely diagnosis in one line, with one or two differentials if they are reasonable.
- Recommendation: further imaging or labs, referral and its urgency, and the effect on chiropractic care (proceed, modify, or do not manipulate that region).
The 90 second film routine
A routine prevents the satisfaction of search error, in which the first abnormality you find ends your look. Use the same sequence on every film, whether it is spine or extremity: read the label (age, sex, side, view, date), then ABCS: Alignment and anatomy (lines, curves, counts), Bone (density, cortical outline, trabecular pattern, each vertebra or bone in turn), Cartilage and joint spaces (disc heights, joint widths, subchondral bone, erosions), and Soft tissues (prevertebral space, psoas shadows, calcifications, the aorta, lung apices, bowel gas). Finish with the corners of the film, because a rib lesion, an apical mass or an abdominal aortic calcification often sits away from the region of interest.
| Step | What you do | What you say or write |
|---|---|---|
| 1. Orient | Read name tag, age, sex, view and side marker; hang the film correctly | "Lateral lumbar film of a 16 year old male" |
| 2. Alignment | Trace anterior and posterior vertebral body lines, spinolaminar line, George's line; count levels | "Anterior translation of L5 on S1" |
| 3. Bone | Scan each vertebra: cortex, pedicles, pars, endplates, density, trabeculae | "Lucent defect across the L5 pars" |
| 4. Cartilage | Disc heights, facet joints, SI joints, peripheral joint spaces | "L5 disc height mildly reduced" |
| 5. Soft tissue | Prevertebral space, psoas, aorta, calcifications, lung apices | "Soft tissues unremarkable" |
| 6. Answer | Commit to the impression and recommendation | "Isthmic spondylolisthesis, grade 1. Recommend flexion and extension views; modify care" |
Film cases with answers
The table below is a rapid drill set. Cover the right four columns and say the answer aloud from the description in the first column. The cases emphasize findings that change management, because that is what an examiner is looking for in the recommendation.
| Film and patient | Key finding, location and view | Impression | Recommendation and effect on care |
|---|---|---|---|
| Lateral lumbar, 16 year old gymnast | Lucency across the L5 pars with anterior translation of L5 on S1 under 25 percent; best seen on lateral, pars "collar" on obliques | Isthmic spondylolisthesis, grade 1 | Flexion and extension views for instability; avoid extension loading and forceful P to A thrusts at L5; activity modification, core program; orthopedic referral if progressive or neurologic |
| Lateral cervical after a fall, 70 year old | Prevertebral soft tissue at C2 wider than about 7 mm; lucent line at the base of the dens | Odontoid fracture (type II pattern) until proven otherwise | Stop; immobilize; emergency department and CT; absolute contraindication to cervical manipulation |
| AP pelvis, 24 year old male with morning stiffness | Bilateral symmetric SI joint erosions, sclerosis and widening, best on AP and angled sacral views | Sacroiliitis, most consistent with ankylosing spondylitis | ESR, CRP and HLA-B27; rheumatology referral; extension and mobility program; no high velocity thrust to fused or osteoporotic segments |
| Lateral thoracolumbar, 74 year old woman on long term prednisone | Anterior wedging of T12 with loss of about 30 percent anterior height; diffuse osteopenia; posterior body wall intact | Osteoporotic compression fracture of T12 | DEXA and metabolic workup; MRI if pain is new, if the posterior wall is involved or if malignancy is suspected; no thrust at or near the level; refer to primary care |
| AP lumbar, 66 year old with night pain and prior breast cancer | Absent right L3 pedicle outline (the winking owl sign) | Lytic metastasis | Urgent MRI and oncology referral; absolute contraindication to manipulation of the region |
| Lateral lumbar, 72 year old male smoker | Curvilinear calcification anterior to L2 to L4 with the anterior and posterior walls more than 3 cm apart | Abdominal aortic aneurysm | Abdominal ultrasound and vascular referral; same day emergency care if pain, tenderness or hypotension; avoid lumbar thrust and side posture rotation |
| Lateral cervical flexion view, 58 year old with rheumatoid arthritis | Atlantodental interval widening from 2 mm in neutral to 6 mm in flexion | Atlantoaxial instability | Absolute contraindication to cervical manipulation; neurologic exam; urgent spine surgery referral; avoid end range flexion |
| Lateral thoracic, 68 year old male with stiff back | Flowing ossification along the anterolateral margins of at least four contiguous thoracic bodies; disc heights and SI joints preserved | DISH (diffuse idiopathic skeletal hyperostosis) | Correlate with dysphagia and metabolic risk; mobility work; avoid thrust across bridged segments, which behave like long bones and fracture with minor trauma |
| Oblique cervical, 55 year old with arm paresthesia | Uncovertebral osteophytes narrowing the right C5 to C6 intervertebral foramen; disc space narrowing at C5 to C6 on the lateral | Degenerative disc and uncovertebral arthrosis with foraminal stenosis | Correlate with C6 neurologic findings; conservative care is appropriate; avoid end range positions that close the right foramen (extension, right rotation and right lateral flexion) |
| AP shoulder, 45 year old with acute shoulder pain | Amorphous homogeneous calcification superior to the greater tuberosity | Calcific tendinitis of the supraspinatus | Conservative care, modalities and graded loading; ultrasound if needed; orthopedic referral for refractory cases |
| Frog leg lateral hips, 12 year old overweight boy with knee pain and a limp | Femoral head slipped posteromedially; a line along the superior femoral neck (Klein's line) misses the head | Slipped capital femoral epiphysis | Non weight bearing (crutches) and same day orthopedic referral; no manipulation of the hip |
| AP hip, 50 year old on corticosteroids | Subchondral crescent lucency and patchy sclerosis in the superior femoral head with preserved joint space | Avascular necrosis of the femoral head | MRI (most sensitive early); protected weight bearing; orthopedic referral |
How to word an answer under time
A clean spoken answer sounds like this: "On the lateral cervical view there is widening of the prevertebral soft tissue at C2 and a lucent line through the base of the dens. Impression: acute odontoid fracture. Recommendation: immobilize, no manipulation, and transfer to the emergency department for CT." That takes about fifteen seconds and contains every element. Avoid vague words that sound like hedging ("some changes", "possible something"). Descriptive terms are safe when you are unsure of the name: "a geographic lytic lesion with a narrow zone of transition in the proximal tibial metaphysis" earns credit even if your specific diagnosis is wrong, and the recommendation (further imaging, referral) still lands.
Reasoning: Orient first (young female, lateral lumbar). Trace the posterior body line: it steps forward at L5 to S1. Look at the pars of L5: a lucent gap crosses it. Measure: the posteroinferior corner of L5 sits within the first quarter of the S1 endplate, so this is grade 1. Write: "Finding: bilateral L5 pars defects with anterior translation of L5 on S1, lateral view. Impression: isthmic spondylolisthesis, Meyerding grade 1. Recommendation: flexion and extension views to assess instability; relative rest from hyperextension sport; core stabilization; avoid P to A thrust at L5; refer to orthopedics if neurologic signs, slip progression or high grade." Critical actions: grade the slip, comment on stability, and say how it modifies care. Missing the recommendation turns a full answer into half credit.
Every film answer has five parts (finding, location, view, impression, recommendation), and the recommendation always says whether chiropractic care proceeds, is modified or stops. A fixed ABCS routine with a final look at the corners prevents you from stopping at the first finding.
Section 2Neck and head case management walk throughs
The station spine: one sequence for every case
Case management stations differ in complaint but not in shape. Build one sequence and run it every time, so that under stress your hands and mouth follow the sequence while your mind thinks about the patient. Before the door, read the card and write (or hold in mind) three things: the top three differentials, the one red flag you must rule out for this complaint, and the two or three tests that best separate the possibilities. That ten second plan is the difference between a focused station and a scattered one.
| Step | What you do | What you say aloud |
|---|---|---|
| Door | Read the card; note age, sex, complaint, vitals, task | (silently) differentials, red flag, key tests |
| Enter | Knock, enter, wash or sanitize hands, make eye contact | "Hello, I'm Dr. ____. May I confirm your full name and date of birth?" |
| Chief complaint | Open question, then OPQRST (onset, provocation and palliation, quality, region and radiation, severity, timing) | "What brings you in today? Tell me when it started." |
| Red flag screen | Targeted questions for the region (trauma, cancer, infection, neurologic and vascular signs) | "Any fever, weight loss, night pain, numbness, weakness or trouble with your bladder?" |
| Background | Past history, medications, allergies, family and social history, review of systems | "What medications do you take, including blood thinners or steroids?" |
| Transition | Summarize and ask permission to examine; explain gowning and draping | "Let me make sure I have this right... Now I'd like to examine you. Is that all right?" |
| Exam | Vitals if not given, observation, palpation, ROM, orthopedic tests, neurologic screen, special tests | Narrate each test and its result: "Spurling's on the right reproduces arm pain: positive." |
| Findings | Plain language report of findings and working diagnosis | "What I think is happening is..." |
| Plan | Orders (imaging, labs), treatment, home care, follow up, referral; obtain consent | "Here are your options, the benefits and risks. Do you have any questions? May we proceed?" |
| Close | Thank the patient, exit, write the note if required | "I'll see you on Thursday; call me if anything changes." |
Cervical radiculopathy
Radiculopathy is a root problem, so the examination aims at a dermatome, myotome and reflex that agree. The C6 and C7 roots are most often involved because the C5 to C6 and C6 to C7 segments carry the most motion and degenerate first. Remember that cervical roots exit above the pedicle of the same numbered vertebra (the C6 root exits at C5 to C6), so a C5 to C6 disc or foraminal osteophyte affects the C6 root.
| Root | Motor test | Reflex | Sensory area |
|---|---|---|---|
| C5 | Shoulder abduction (deltoid), elbow flexion | Biceps | Lateral arm over the deltoid |
| C6 | Wrist extension, elbow flexion | Brachioradialis (and biceps) | Lateral forearm, thumb and index finger |
| C7 | Elbow extension, wrist flexion, finger extension | Triceps | Middle finger |
| C8 | Finger flexion (grip) | None reliable | Medial forearm, ring and little fingers |
| T1 | Finger abduction and adduction (interossei) | None reliable | Medial arm |
The provocative tests are best used as a cluster. Spurling's (extension, lateral flexion and rotation toward the symptomatic side with gentle axial load) is specific but not sensitive; the upper limb tension test with a median nerve bias is sensitive; distraction that relieves arm pain supports a root cause; and reduced ipsilateral cervical rotation (under about 60 degrees) adds weight. When three or four of these four are positive, cervical radiculopathy is likely; when the tension test is negative, it is much less likely. Do not perform Spurling's with a full axial load in a patient with suspected instability, fracture or myelopathy.
Always screen for myelopathy, which changes the urgency: hand clumsiness, gait imbalance, bilateral symptoms, hyperreflexia, a positive Hoffmann sign, clonus, a Babinski response or Lhermitte's sign. Progressive myelopathy needs MRI and surgical referral and is a contraindication to cervical manipulation.
Reasoning: Before entering: differentials are C6 radiculopathy, carpal tunnel syndrome (or a double crush of both), and referred pain from facet or myofascial sources; red flag is myelopathy; key tests are the C6 myotome, brachioradialis reflex, Spurling's, ULTT A and Phalen's. History: onset (lifting overhead), what aggravates it (looking up, turning right), numbness in the thumb and index finger, any hand clumsiness or gait change (none), night pain, weight loss, fever (none). Exam: cervical ROM with right rotation limited and painful; Spurling's right reproduces arm pain; distraction relieves it; ULTT A positive on the right; wrist extension 4 of 5 on the right; brachioradialis reflex 1+ on the right and 2+ on the left; decreased light touch over the right thumb; Hoffmann negative; Phalen's and carpal Tinel's negative. Say: "Your findings point to irritation of the sixth cervical nerve root on the right, most likely from a disc or a narrowed opening at C5 to C6." Plan: cervical films if indicated (age, trauma, failure to improve); conservative trial of two to four weeks with mobilization or carefully localized manipulation away from foraminal closing positions, traction, nerve glides and posture work; consent with risks including the rare risk of stroke; re-examination; MRI and referral if motor loss progresses, if myelopathic signs develop, or if there is no improvement. Critical actions: complete neuro screen, myelopathy screen, informed consent including vascular risk, and a defined re-examination point.
Neck pain after trauma: when to image
For an alert, stable patient after trauma, the Canadian C-spine rule decides whether radiography is needed (Figure 13.2). It applies to adults who are alert (GCS 15) and stable; it does not apply to children, to patients with an altered mental state, or to those with known vertebral disease. The NEXUS criteria are an alternative: no imaging if the patient has no midline cervical tenderness, no focal neurologic deficit, normal alertness, no intoxication and no painful distracting injury.
Whiplash associated disorders
Once fracture and instability have been excluded, grade the injury with the Quebec Task Force classification, because the grade drives the plan. Grade 0: no neck complaint and no signs. Grade I: neck pain, stiffness or tenderness only, with no physical signs. Grade II: neck complaint with musculoskeletal signs (reduced range of motion, point tenderness). Grade III: neck complaint with neurologic signs (reflex, motor or sensory deficit). Grade IV: fracture or dislocation. Grades I and II do best with reassurance, early return to normal activity, active exercise and short courses of manual therapy; prolonged collars and rest slow recovery. Grade III needs closer neurologic follow up and imaging if deficits progress. Grade IV is a surgical referral.
Reasoning: Apply the C-spine rule aloud. High risk factors: age under 65, a simple rear end crash is not a dangerous mechanism, no extremity paresthesias, so none. Low risk factors: simple rear end crash, ambulatory, delayed onset of neck pain, so safe to assess motion. Palpate the midline for tenderness (absent). Ask her to rotate actively: 50 degrees each way, so no radiographs are indicated by the rule. Screen for headache, dizziness, visual change and arm symptoms, and do a full upper limb neuro screen (normal). Findings: reduced and painful range of motion with paraspinal tenderness and no neurologic signs, so Whiplash Associated Disorder grade II. Plan: reassurance that most people recover, stay active, gentle range of motion exercises, soft tissue work and mobilization, manipulation only after consent and as tolerated, follow up within a week, and return precautions (new arm numbness, severe headache, dizziness or visual change means call or go to the emergency department). Document mechanism, seat position, headrest, seatbelt and airbag for the record. Critical actions: applying a decision rule before treating, neuro screen, and return precautions.
Headache stations
A headache station tests whether you can classify the headache, exclude a dangerous secondary cause, and pick a reasonable plan. Use the SNOOP screen: Systemic symptoms (fever, weight loss) or secondary risk (cancer, HIV, anticoagulation); Neurologic signs or confusion; Onset sudden (thunderclap, maximal within a minute); Older age at onset (new headache after 50); Pattern change, progression, positional headache, or headache triggered by Valsalva, exertion or sex, and papilledema or pregnancy.
| Type | Pattern | Exam clues | Station plan |
|---|---|---|---|
| Tension type | Bilateral band like pressure, mild to moderate, not worsened by routine activity, no nausea | Pericranial and cervical muscle tenderness; normal neuro exam | Manual therapy, posture, stress and sleep work, exercise |
| Migraine | Unilateral, pulsating, moderate to severe, 4 to 72 hours, worse with activity, nausea, light and sound sensitivity; aura in some | Normal neuro exam between attacks | Trigger diary, sleep and hydration routine, coordinate with primary care for medication |
| Cervicogenic | Side locked unilateral pain starting in the neck and spreading forward, provoked by neck movement or posture | Reduced rotation on the flexion rotation test (C1 to C2), upper cervical joint tenderness | Upper cervical mobilization or manipulation with consent, deep neck flexor training |
| Cluster | Severe unilateral orbital pain, 15 to 180 minutes, in bouts; tearing, nasal congestion, ptosis on that side; restlessness | Autonomic signs during attack | Refer to medical care for oxygen and specific medication |
| Giant cell arteritis | New headache over age 50, scalp tenderness, jaw claudication, visual blurring, fatigue | Tender, thickened temporal artery | Same day medical referral for ESR, CRP and steroids; vision is at risk |
| Subarachnoid hemorrhage | Thunderclap "worst headache of my life", maybe neck stiffness, vomiting, collapse | Meningismus, altered consciousness | Call emergency services |
Cervical artery dissection: the station you must not miss
Dissection of the vertebral or internal carotid artery can present first to a chiropractor as neck pain and headache, before ischemic signs appear. The risk is that a patient with an evolving dissection receives neck manipulation and the subsequent stroke is attributed to it. Ask every patient with acute neck pain and headache about new, unusual or severe pain unlike prior episodes, recent minor trauma, and the posterior circulation symptoms often remembered as the 5 Ds and 3 Ns: dizziness, diplopia, dysarthria, dysphagia, drop attacks; nystagmus, nausea, numbness (often facial or crossed). Add ataxia. Internal carotid dissection classically gives ipsilateral head, face or neck pain with a partial Horner syndrome (ptosis and miosis) and sometimes pulsatile tinnitus or a dysgeusia. Vertebrobasilar provocation tests (sustained rotation and extension) have poor accuracy and are not a safe substitute for history; a careful cranial nerve and cerebellar screen is more useful.
Reasoning: A sudden, new, unusual neck pain and headache after a trivial strain is a dissection pattern; the high blood pressure adds weight. Ask the 5 Ds and 3 Ns, visual change, facial numbness, tinnitus and taste change. She reports a brief episode of double vision and feels unsteady. Exam: cranial nerves (pupils, extraocular movements with nystagmus check, facial sensation, palate, tongue), cerebellar tests (finger to nose, heel to shin, tandem gait) and Romberg; she has mild left facial numbness and veers on tandem gait. Do not manipulate, do not perform provocative rotation tests. Say calmly: "Some of your symptoms could come from an irritated artery in the neck. That needs to be checked today with a scan at the hospital. I'm going to arrange that now." Call emergency services for transport (new neurologic signs), document the time of onset and your findings, and send a note. Critical actions: recognizing the pattern, a cranial nerve and cerebellar screen, no cervical treatment, emergency referral and clear documentation.
Neck and head stations follow one fixed sequence, but the content changes with the differential: root level testing for radiculopathy, a decision rule before imaging after trauma, SNOOP for headache, and a deliberate search for dissection signs in any new or unusual neck pain with headache. When the pattern is vascular, the station ends with an emergency referral, not an adjustment.
Section 3Low back and pelvis case management walk throughs
Triage first: the three buckets
Every low back station begins with a triage decision that the examiner wants to hear. Low back pain falls into one of three groups: nonspecific mechanical low back pain (the large majority), radicular pain or neurogenic claudication from a nerve root or spinal canal problem, and pain from serious or specific pathology (fracture, cancer, infection, cauda equina syndrome, inflammatory arthritis, aneurysm, visceral disease). The history does most of the sorting. Ask early, in plain words, about bladder and bowel function, saddle numbness, leg weakness, fever, weight loss, history of cancer, night pain unrelieved by position, steroid use, injection drug use and recent significant trauma.
| Red flag | Concern | Next step |
|---|---|---|
| Urinary retention or overflow incontinence, saddle anesthesia, bilateral leg symptoms, reduced anal tone | Cauda equina syndrome | Emergency department now for MRI and surgical opinion |
| History of cancer, age over 50, unexplained weight loss, night pain, failure to improve in a month | Metastasis or myeloma | Films and labs promptly; MRI; medical referral |
| Fever, injection drug use, recent infection or spinal procedure, immunosuppression | Vertebral osteomyelitis, discitis, epidural abscess | Same day medical referral; emergency if neurologic signs |
| Older age, osteoporosis, long term steroids, minor fall | Compression fracture | Radiographs; no thrust at the level |
| Under 45, insidious onset, morning stiffness over 30 minutes, better with exercise, night pain in the second half of the night, alternating buttock pain | Axial spondyloarthritis | ESR, CRP, HLA-B27, SI imaging, rheumatology referral |
| Older male smoker with deep, throbbing back or abdominal pain, pulsatile mass | Abdominal aortic aneurysm | Ultrasound and vascular referral; emergency if severe pain or hypotension |
| Progressive or severe motor deficit (foot drop) | Severe root compression | Urgent MRI and surgical referral |
Lumbar radiculopathy and the level of the lesion
Lumbar roots exit below the pedicle of the same numbered vertebra. A typical posterolateral disc herniation at L4 to L5 spares the L4 root (which has already exited higher in the foramen) and compresses the traversing L5 root. A far lateral (foraminal or extraforaminal) herniation at the same level compresses the exiting L4 root instead. A central herniation can compress several roots or the cauda equina (Figure 13.3). Saying this mechanism aloud lets you match a neurologic picture to a disc level.
| Root | Motor (functional test) | Reflex | Sensory area |
|---|---|---|---|
| L4 | Knee extension, ankle dorsiflexion with inversion (tibialis anterior); squat and rise | Patellar | Medial leg and medial malleolus |
| L5 | Great toe extension (extensor hallucis longus), hip abduction; heel walking | None reliable (medial hamstring) | Lateral leg, dorsum of foot, first web space |
| S1 | Ankle plantar flexion and eversion; toe walking or repeated single leg heel raises | Achilles | Lateral foot, sole and little toe |
The straight leg raise (SLR) is sensitive for an L5 or S1 root under tension from a disc; pain must reproduce leg symptoms below the knee, typically between about 30 and 70 degrees. A crossed SLR (raising the well leg reproduces pain in the symptomatic leg) is specific and suggests a large herniation. The slump test is a sensitive alternative. The femoral nerve stretch test (prone knee bend) targets L2 to L4 roots. Centralization of pain during repeated movement testing (symptoms retreating toward the spine) predicts a good prognosis with conservative care.
Reasoning: Differentials: S1 radiculopathy from an L5 to S1 disc, piriformis or other deep gluteal pain, SI joint pain with referral. Red flag to exclude: cauda equina. Ask about bladder (normal stream, no retention), saddle numbness (none), the other leg (no symptoms), cough and sneeze aggravation (yes), sitting tolerance (poor). Exam: antalgic lean, flexion limited by leg pain, SLR on the left reproduces calf and foot pain at 40 degrees, crossed SLR negative, toe walking weak on the left with only 6 single leg heel raises compared with 15 on the right, Achilles reflex 1+ left and 2+ right, reduced light touch on the lateral left foot. State the diagnosis: "left S1 radiculopathy, most likely from an L5 to S1 disc herniation, without signs of cauda equina." Imaging: MRI is not needed now without red flags or severe or progressive deficit; reserve it for failure of 4 to 6 weeks of care or for surgical planning. Plan: explain the favorable natural history, directional preference exercises if centralization occurs, side posture or flexion distraction with consent, avoid prolonged sitting, modified duty, and re-examine in two weeks. Give explicit safety netting: "If you have trouble passing urine, numbness around your seat area, or weakness in both legs, go to the emergency department immediately." Critical actions: cauda equina questions, a complete L4, L5 and S1 screen, and the safety net instruction.
Stenosis and the vascular mimic
An older patient with leg pain on walking may have neurogenic claudication from lumbar spinal stenosis or vascular claudication from peripheral arterial disease, and the station tests whether you can separate them in a few minutes.
| Feature | Neurogenic (stenosis) | Vascular (arterial disease) |
|---|---|---|
| Relief | Sitting or bending forward; standing still does not help | Standing still for a few minutes |
| Posture | Better leaning on a shopping cart; worse walking downhill (extension) | Posture does not matter; worse uphill (more work) |
| Cycling | Usually tolerated (flexed posture) | Provokes symptoms |
| Pulses and skin | Normal pulses | Reduced pedal pulses, shiny hairless skin, cool foot, slow capillary refill |
| Test | MRI shows canal narrowing; neuro signs may be minimal at rest | Ankle brachial index under 0.9 |
| Station plan | Flexion based exercise, flexion distraction, walking program, refer if neurologic decline | Refer to primary care or vascular; urgent if rest pain, ulcers or a cold, pale limb |
Reasoning: Both kinds of claudication are possible, and with his risk factors you cannot assume a spinal cause. Ask what makes it stop: he must sit and bend forward; standing still does not help; he can walk farther leaning on a grocery cart; he rides an exercise bike without trouble. Then examine both systems: lumbar extension reproduces thigh symptoms; dorsalis pedis and posterior tibial pulses are palpable and symmetric; capillary refill is normal. Neuro: Achilles reflexes reduced bilaterally (common with age and diabetes), mild vibration loss in the toes (consider diabetic neuropathy). Assessment: neurogenic claudication from lumbar spinal stenosis is most likely; peripheral arterial disease and diabetic neuropathy remain in the differential. Plan: lumbar films (degenerative changes, spondylolisthesis), ankle brachial index to document vascular status given his risk profile, flexion based care, walking program in a flexed posture, coordination with his primary care provider about diabetes, and smoking cessation advice. Critical actions: the pulse exam, explicitly naming the vascular differential, and screening for cauda equina symptoms.
Sacroiliac joint and pelvic presentations
Sacroiliac joint pain is typically unilateral, below L5, centered over the posterior superior iliac spine (the Fortin finger test points within about a finger's width of the PSIS), and aggravated by rolling in bed, climbing stairs and standing on one leg. No single test is reliable. Use the pain provocation cluster: distraction, thigh thrust, compression, sacral thrust and Gaenslen's. Three or more positive of the five (or two of the first four) makes the SI joint the likely source, provided that a discogenic source has been made less likely (no centralization on repeated movements). In pregnancy and postpartum, pelvic girdle pain is common; avoid prone positioning late in pregnancy, use side lying or pregnancy pillows and low force methods, and screen for preeclampsia (headache, visual change, high blood pressure, swelling) and preterm labor.
Reasoning: Differentials: right SI joint dysfunction, lumbar facet or disc pain, and less likely inflammatory sacroiliitis. Screen: no leg numbness or weakness, no bladder change, no fever, morning stiffness under 15 minutes, no night waking. Exam: she points to the right PSIS; lumbar repeated movements do not change or centralize the pain; neuro screen normal; SLR negative; distraction, thigh thrust and compression reproduce her pain on the right, sacral thrust and Gaenslen's are positive; Patrick's (FABER) reproduces posterior pelvic pain on the right. Four of five positive with no centralization: right SI joint pain. Plan: explain the diagnosis, obtain consent, side posture SI adjustment or drop table methods, a sacroiliac belt for short term support, gluteal and transverse abdominal strengthening, lifting mechanics with her baby, and re-examination in three weeks. Ask whether she is breastfeeding and about postpartum mood if the station allows; refer to primary care if mood concerns emerge. Critical actions: use the cluster, exclude discogenic pain and red flags, and make the home plan practical for a new parent.
Low back stations reward early triage into mechanical, radicular and serious pathology. Match a dermatome, myotome and reflex to a root and then to a disc level, separate neurogenic from vascular claudication with posture and pulses, use a test cluster for the SI joint, and always end with cauda equina safety netting.
Section 4Extremity case management walk throughs
Extremity stations in outline
Extremity stations use the same sequence with three additions: always clear the joint above and below (and the spinal segments that refer to the region), always compare with the uninjured side, and always check neurovascular status distal to an injury. After trauma, apply a decision rule before you load the joint: the Ottawa ankle and knee rules exist precisely so that you can decide on films at the bedside.
| Complaint | Most useful tests | What a positive result suggests |
|---|---|---|
| Shoulder pain with overhead use | Painful arc (about 60 to 120 degrees), Hawkins-Kennedy, Neer, resisted external rotation | Subacromial pain (impingement) cluster when the three are positive |
| Shoulder weakness after a fall, over 60 | Drop arm, external rotation lag sign, empty can strength | Full thickness rotator cuff tear; ultrasound or MRI and orthopedic referral |
| Stiff painful shoulder, 50s, diabetes | Loss of passive external rotation more than other directions | Adhesive capsulitis |
| Lateral elbow pain | Cozen's (resisted wrist extension), Mill's (passive stretch), pain free grip | Lateral elbow tendinopathy (extensor carpi radialis brevis) |
| Hand numbness at night | Phalen's, carpal Tinel's, carpal compression, thenar strength and bulk | Carpal tunnel syndrome; screen C6 and C7 for double crush |
| Wrist pain after a fall on an outstretched hand | Anatomic snuffbox and scaphoid tubercle tenderness, axial thumb load | Scaphoid fracture until proven otherwise |
| Groin pain, older adult | Loss of internal rotation and flexion, FADIR, gait | Hip osteoarthritis; groin pain with limited IR is the hip until proven otherwise |
| Knee giving way after a pivot | Lachman (most sensitive), pivot shift (most specific), anterior drawer | Anterior cruciate ligament tear |
| Knee locking or catching | Joint line tenderness, McMurray, Thessaly | Meniscal tear |
| Inversion ankle injury | Ottawa rules, anterior drawer, talar tilt, squeeze and external rotation tests | ATFL, then CFL sprain; positive squeeze suggests a high (syndesmotic) sprain |
Reasoning: Look for swelling and bruising, then apply the Ottawa rules aloud before stress tests: posterior edge and tip of the lateral malleolus nontender, medial malleolus nontender, fifth metatarsal base nontender, navicular nontender, and she took four steps (limping counts as weight bearing) at the time and now. Say: "Ottawa negative; no radiographs indicated." Then grade the sprain: tenderness over the anterior talofibular ligament, anterior drawer mildly lax compared with the left, talar tilt symmetric, squeeze and external rotation tests negative (no syndesmotic injury), and the peroneal tendons and distal pulses intact. Assessment: grade I to II lateral ankle sprain of the ATFL. Plan: protection, elevation, compression, early protected weight bearing, range of motion, then balance and proprioception training to prevent recurrence; mobilization of the talocrural joint and cuboid as tolerated with consent; brace for return to sport; re-examine in one week and order films if bony tenderness appears or she cannot bear weight. Critical actions: decision rule before testing, side to side comparison and the neurovascular check.
Reasoning: Differentials: carpal tunnel syndrome, C6 or C7 radiculopathy, double crush, pronator syndrome, and systemic contributors (diabetes, hypothyroidism, pregnancy, rheumatoid arthritis). History: night symptoms and the flick sign favor carpal tunnel; ask about neck pain and arm pain above the wrist, diabetes and thyroid history. Exam: cervical screen (Spurling's and ULTT, reflexes) negative; Phalen's reproduces symptoms at 30 seconds; carpal compression positive; reduced two point discrimination on the index finger; thenar bulk normal; abductor pollicis brevis strength 5 of 5. Assessment: right carpal tunnel syndrome without motor loss. Plan: night splint with the wrist in neutral, tendon and nerve gliding exercises, ergonomic review (wrist position at the keyboard), soft tissue and carpal mobilization with consent, and re-examine in four weeks. Refer for nerve conduction studies and a hand surgery opinion if there is thenar atrophy, weakness, constant numbness or no improvement. Suggest a glucose and thyroid check with her primary care provider if not recently done. Critical actions: clear the neck, test thenar motor function, and set objective referral triggers.
Pediatric and adolescent traps
Children and adolescents bring their own extremity red flags. A limping child with knee pain may have hip disease: slipped capital femoral epiphysis in an overweight adolescent (loss of internal rotation, obligatory external rotation with hip flexion), Legg-Calvé-Perthes disease in a child of about 4 to 8, transient synovitis after a viral illness, or septic arthritis (fever, refusal to bear weight, raised inflammatory markers), which is an emergency. Persistent night bone pain or a firm mass near the knee in a teenager raises concern for osteosarcoma or Ewing sarcoma.
Reasoning: Knee pain with a limp in an overweight adolescent is SCFE until proven otherwise, because the obturator nerve refers hip pain to the knee. Examine the knee (normal) and then the hip: as you flex the left hip it rolls into external rotation, and internal rotation is markedly reduced. Do not perform forceful hip or knee testing. Say: "The knee is fine, but the hip joint needs an X-ray today, including a frog leg lateral view. Until then he should not put weight on that leg." Order AP and frog leg lateral pelvis films, provide crutches, and make a same day orthopedic referral. Explain to the parent why the hip is involved and that early treatment prevents further slipping. Critical actions: examine the hip in knee pain, non weight bearing, same day referral, no manipulation.
Extremity stations reward a decision rule before loading an injured joint, comparison with the other side, a distal neurovascular check and a look at the joint above and below. Know the most sensitive and most specific test for each common lesion, and recognize the fracture and pediatric hip traps that need immobilization or same day referral.
Section 5Visceral and red flag case management walk throughs
When the back pain is not the back
Viscera share spinal cord segments with the body wall, so visceral pain is felt in the dermatomes and myotomes of the same segments (Figure 13.5). The clues that a "musculoskeletal" complaint is visceral are consistent: pain that is not changed by movement or position, pain linked to eating, breathing, urination, exertion or the menstrual cycle, systemic signs (fever, sweating, pallor, weight loss), abnormal vital signs, and an examination that fails to reproduce the pain. If the musculoskeletal exam cannot provoke the complaint, say so aloud and widen the differential.
| Condition | How it presents to a chiropractor | Discriminating clues | Urgency |
|---|---|---|---|
| Acute coronary syndrome | Upper back, left shoulder, arm or jaw pain | Exertional or at rest, sweating, dyspnea, nausea; atypical in women, older adults and diabetics | Call emergency services now |
| Ruptured or expanding aortic aneurysm or dissection | Sudden severe back or abdominal pain | Tearing quality, pulse or BP difference between arms, hypotension, pulsatile mass | Call emergency services now |
| Pulmonary embolism | Thoracic or chest wall pain | Pleuritic pain, dyspnea, tachycardia, recent surgery, travel, calf swelling, estrogen use | Emergency |
| Kidney stone | Flank pain that radiates to the groin | Colicky, cannot get comfortable, hematuria | Same day medical care |
| Pyelonephritis | Flank pain | Fever, dysuria, costovertebral angle tenderness | Same day medical care |
| Cholecystitis | Right scapular or mid back pain | After fatty meals, RUQ tenderness, Murphy's sign, fever | Same day |
| Pancreatic cancer | Gnawing mid back pain | Weight loss, painless jaundice, new diabetes, worse lying flat | Prompt medical referral |
| Ectopic pregnancy | Low back, pelvic or shoulder tip pain | Missed period, vaginal bleeding, dizziness, reproductive age | Emergency |
| Pancoast tumor | Shoulder and medial arm pain (C8 to T1) | Smoker, Horner syndrome, hand intrinsic weakness, weight loss | Prompt referral and imaging |
| Prostate cancer metastasis | Low back or pelvic pain in an older man | Night pain, urinary symptoms, weight loss | Prompt referral; PSA and imaging |
Three levels of referral
Say the level of urgency explicitly, because the examiner scores it. Emergency: call emergency services and stay with the patient (chest pain with cardiac features, stroke signs, suspected aortic catastrophe, cauda equina with retention, severe dyspnea). Urgent or same day: direct referral with a phone call and a written note (giant cell arteritis, suspected infection, new progressive neurologic deficit, suspected fracture, SCFE). Routine: written referral and coordinated care (stable suspected tumor work up already arranged, chronic medical issues, mental health support). In every case document what you found, what you told the patient, to whom you referred and when.
Reasoning: The vitals and the door card have already told you the answer: exertional onset, sweating, tachycardia and tachypnea point to acute coronary syndrome. Keep the history short and targeted: chest pressure (some tightness), arm or jaw pain (left arm heavy), nausea (yes), cardiac history and risk factors (smoker, high cholesterol). Do not perform a full musculoskeletal exam and do not treat. Say: "Your symptoms could be coming from your heart. I am calling an ambulance now, and I'll stay with you." Call emergency services, keep him seated and calm, loosen tight clothing, monitor pulse and breathing, and be ready to begin CPR and use an AED if he becomes unresponsive; aspirin is given by emergency responders or on their instruction unless allergic. Document the time of onset, vitals and actions. Critical actions: recognizing the pattern from the door card, stopping the musculoskeletal workup, emergency activation, and staying with the patient.
Reasoning: Fever plus postprandial right scapular pain in a middle aged woman suggests cholecystitis. Ask about fatty meals, nausea, vomiting, dark urine, pale stools and yellow eyes. Examine the thoracic spine: movement and palpation do not change the pain. Examine the abdomen with consent and draping: right upper quadrant tenderness and inspiratory arrest on palpation under the right costal margin (Murphy's sign). Say: "Your back is not the source; your gallbladder may be inflamed. You need to be seen at an urgent care or emergency department today for blood tests and an ultrasound." Document and send a referral note. Critical actions: noticing the fever, examining the abdomen when the spine fails to reproduce the pain, and same day referral.
Visceral and red flag stations test whether you notice that the pain is not mechanical: it is unchanged by movement, linked to organ function, and accompanied by abnormal vitals or systemic signs. Know the referral map, name the level of urgency (emergency, same day or routine), and in an emergency stop the workup, activate help and stay with the patient.
The chapter in one breath
- State every film answer as finding, location, view, impression and recommendation, and say whether care proceeds, is modified or stops.
- A fixed ABCS routine plus a look at the film corners prevents satisfaction of search.
- Before the door, plan three differentials, one red flag and the two or three tests that separate them.
- Cervical roots exit above their pedicle; match C5 to C8 myotome, reflex and dermatome, and screen every arm complaint for myelopathy.
- Apply the Canadian C-spine rule before treating a post-trauma neck; grade whiplash with the Quebec Task Force scale.
- New, unusual neck pain and headache with the 5 Ds and 3 Ns or Horner signs means suspected dissection: no manipulation and emergency referral.
- A posterolateral L4 to L5 disc hits the traversing L5 root; a far lateral one hits the exiting L4 root.
- Ask cauda equina questions in every low back station and repeat them as the safety net.
- Separate neurogenic from vascular claudication by posture, cycling tolerance and pulses; use a five test cluster for the SI joint.
- Use the Ottawa ankle and knee rules before loading an injured joint, and look one joint up when the examined joint is normal.
- Pain unchanged by movement, linked to organ function, or with abnormal vitals is visceral until proven otherwise.
- Always state the referral level: emergency, same day or routine, and document it.
Words worth knowing
| Term | What it means |
|---|---|
| Door card | The written information posted outside a station: patient details, complaint, vital signs and the task to perform. |
| Critical action | A station item whose omission can fail the station regardless of other performance, usually a safety item. |
| ABCS | A film routine: alignment, bone, cartilage and joint spaces, soft tissues. |
| Meyerding grade | Grading of spondylolisthesis by the percentage slip of one vertebra on the one below, in quarters. |
| Pars interarticularis | The bony bridge between the superior and inferior articular processes; its defect is spondylolysis. |
| Winking owl sign | Loss of one pedicle outline on an AP spine film, a classic sign of lytic metastasis. |
| Prevertebral soft tissue | The space in front of the cervical bodies; widening (over about 7 mm at C2) suggests hemorrhage or edema from injury. |
| Atlantodental interval | The gap between the anterior arch of C1 and the dens; widening in an adult indicates transverse ligament failure. |
| Radiculopathy | Dysfunction of a nerve root producing pain, sensory loss, weakness or reflex change in its distribution. |
| Myelopathy | Spinal cord dysfunction, with upper motor neuron signs such as hyperreflexia, Hoffmann sign and gait disturbance. |
| Spurling's test | Cervical extension, side bending and rotation toward the painful side with light compression to reproduce radicular pain. |
| Canadian C-spine rule | A decision rule for alert, stable adult trauma patients that identifies who needs cervical imaging. |
| Quebec Task Force grades | Classification of whiplash associated disorders from grade 0 (no complaint) to grade IV (fracture or dislocation). |
| SNOOP | A mnemonic for headache red flags: systemic signs, neurologic signs, sudden onset, older onset, pattern change or positional triggers. |
| Cervical artery dissection | A tear in the wall of a vertebral or internal carotid artery that can cause neck pain, headache and stroke. |
| Horner syndrome | Ptosis, miosis and sometimes reduced sweating from disruption of the sympathetic pathway to the face. |
| Traversing root | The nerve root passing a disc level on its way to exit one level lower; the usual target of a posterolateral herniation. |
| Cauda equina syndrome | Compression of multiple lumbosacral roots causing saddle anesthesia, bladder or bowel dysfunction and leg weakness; a surgical emergency. |
| Neurogenic claudication | Leg pain with walking from spinal stenosis, relieved by sitting or flexing forward. |
| Ankle brachial index | Ratio of ankle to arm systolic pressure; under 0.9 indicates peripheral arterial disease. |
| Ottawa rules | Bedside criteria for deciding when ankle, foot or knee injuries need radiographs. |
| Slipped capital femoral epiphysis | Posteromedial slipping of the femoral head through the growth plate in adolescents; can present as knee pain. |
| Referred visceral pain | Pain from an organ felt in the body wall supplied by the same spinal segments. |
| Kehr's sign | Shoulder tip pain from diaphragm irritation by blood or fluid, classically from a ruptured spleen. |
| Safety netting | Explicit instructions telling a patient which new symptoms require urgent care and where to go. |
Check yourself
Practice Stations II: Technique Walk Throughs and Final Preparation
A technique station is a short performance with a script: confirm the patient is safe to treat, find the listing, explain and consent, then build the set up piece by piece while you say what you are doing. This final chapter rehearses that script for the spine, the pelvis and the extremities, shows you how to run a realistic mock circuit with classmates, and closes with a plan for the last week and the morning of the exam.
By the end of this chapter you can
- Run a technique station in a fixed order: screen, consent, confirm the listing, position, contact, stabilize, pre-load, line of drive and verbalize.
- Build standard diversified style set ups for cervical rotation and lateral flexion restrictions and for thoracic extension, flexion and rotation restrictions.
- Set up side posture lumbar adjustments (mammillary push and spinous pull) and pelvic adjustments for PI and AS ilium and sacral base listings.
- Perform teaching level set ups for the shoulder, elbow, wrist, hip, knee and ankle, including long axis distraction, the proximal fibula and the cuboid.
- State the contraindications and safety checks for each region and respond correctly when a patient reports pain or a new symptom during a set up.
- Organize a mock station circuit with roles, door cards, timing, rotation and scoring sheets, and give feedback that improves the next attempt.
- Plan the final week of review and the day of the exam: sleep, logistics, nutrition and a routine for managing nerves between stations.
Section 1Cervical and thoracic technique station walk throughs
The technique station script
Practical technique stations are generally scored on observable steps rather than on whether a cavitation occurs. Many stations ask you to set up and verbalize, or to take the set up to tension without delivering a thrust; the station instructions tell you which, and you must follow them exactly. Check the current official candidate materials for how thrusts are handled, what equipment is provided and what the examiner will and will not answer. Whatever the format, the same skeleton earns the points:
| Step | What you do | What you say aloud |
|---|---|---|
| 1. Door card | Read the region, the listing or the findings, and the task | (silently) the set up you will build and the contraindications to ask about |
| 2. Greet | Knock, introduce yourself, sanitize hands, confirm identity | "Hello, I'm Dr. ____. May I confirm your name?" |
| 3. Screen | Ask brief safety questions for the region | "Any recent injury, osteoporosis, blood thinners, dizziness, or surgery in this area?" |
| 4. Consent | Explain the procedure, the benefits, the common and serious risks and the alternatives; ask permission | "You may hear a pop. Mild soreness for a day is common; serious injury is rare. Other options include gentle mobilization. Is it all right to proceed?" |
| 5. Confirm | Static palpation for tenderness and position; motion palpation to confirm the restriction | "I find tenderness over the right C5 pillar and restricted left rotation at C5." |
| 6. Position | Place the patient on the table, adjust height and headpiece, drape | "Please lie face up with your head at this end." |
| 7. Stance | Take the doctor stance and posture | "I'm standing at the head of the table, slightly to the right." |
| 8. Contact | Name the contact point on your hand and the segmental contact on the patient; take tissue pull | "Index contact of my right hand on the right C5 articular pillar." |
| 9. Stabilize | Place the stabilization hand and explain its role | "My left hand supports the head and occiput." |
| 10. Pre-load | Take out the slack to tension; check comfort | "I'm taking up the slack now. Is that comfortable?" |
| 11. Line of drive | State the direction of thrust (and deliver it only if instructed) | "My line of drive is posterior to anterior and slightly inferior to superior, toward the opposite eye." |
| 12. Re-check | Release, reassess motion and symptoms, give aftercare | "How does that feel? I'll recheck your motion." |
Notice that the verbal track does three jobs: it shows the examiner you know the anatomy (named contact points), it keeps the patient informed (consent and comfort checks), and it gives the examiner evidence for items that are hard to see, such as the line of drive. A silent, technically perfect set up can score worse than an average set up that is clearly narrated.
Naming listings in a station
Listing systems differ. Some describe the static position of a vertebra relative to the one below (for example, a body rotated posterior on the right), others describe the motion restriction found on motion palpation (for example, restricted left rotation). In this book's diversified style set ups, the listing is stated as a motion restriction together with the side of the posterior, tender structure. The two descriptions agree: a vertebra whose body is rotated posteriorly on the right resists rotating to the left, and the corrective contact goes on the posterior (right) side, driving it anterior. If the door card uses a different listing convention, translate it into "which side is posterior, which motion is restricted, which way must the segment move" before you touch the patient.
Cervical set ups
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| C2 to C7 rotation restriction (left rotation restricted, right pillar posterior) | Supine, head on headpiece at a neutral height | At the head of the table, slightly to the right, fencer stance | Lateral aspect of the proximal phalanx of the right index finger (index contact) on the right articular pillar of the involved segment | Left hand cradles the occiput and left side of the head; head rotated left to tension with slight right lateral flexion to localize | Posterior to anterior along the facet plane, slight inferior to superior, toward the patient's opposite (left) eye; rotational |
| C2 to C7 lateral flexion restriction (right lateral flexion restricted) | Supine | At the head of the table, on the right | Index contact of the right hand on the right articular pillar | Left hand supports the head; head laterally flexed to the right over the contact, minimal rotation | Lateral to medial (right to left), with a slight inferior to superior component; a lateral break |
| Atlas (C1) restriction in right rotation, left lateral mass posterior | Supine | At the head of the table, on the left | Index contact of the left hand on the posterior arch or lateral mass of C1 behind the left mastoid | Right hand cradles the head; slight rotation to the right, minimal lateral flexion | Posterior to anterior and slightly lateral to medial, in the plane of the atlanto-occipital and atlantoaxial joints |
| Cervicothoracic (C7 to T1) rotation restriction, spinous deviated right | Prone, face piece lowered slightly, arms at the sides | At the head of the table or on the left side | Thumb of the right hand on the right side of the C7 or T1 spinous process | Left hand rotates and laterally flexes the head toward the right to tension | Right to left (lateral to medial) across the spinous, pushing it back toward midline |
Safety in the neck
Before any cervical set up, ask about dizziness, visual disturbance, new or unusual headache, recent trauma, inflammatory arthritis (rheumatoid arthritis and Down syndrome bring atlantoaxial instability), anticoagulation, osteoporosis and prior neck surgery. Watch the patient's eyes and face during pre-load. Avoid sustained end range rotation combined with extension, and use the minimum force and the least rotation that localizes the segment. Absolute contraindications in the neck include fracture, instability, suspected arterial dissection, myelopathy, tumor or infection at the segment, and cervical fusion at the level. If the patient reports dizziness, nausea, visual change, numbness or speech difficulty during set up, stop, return the head to neutral, keep the patient lying down, check neurologic signs, and activate emergency care if signs persist.
Reasoning: Greet and confirm identity. Screen aloud: "Any dizziness, double vision, new severe headache, recent injury, blood thinners, rheumatoid arthritis or neck surgery?" (none). Consent: describe the procedure, common soreness, the rare risk of stroke associated with neck manipulation, the alternative of mobilization, and ask permission. Confirm by palpating the right C5 pillar and moving C5 into left rotation (restricted). Position supine and adjust the headpiece. Stand at the head of the table, slightly right. Contact: "Index contact of my right hand on the right C5 articular pillar, taking a slight tissue pull toward the contact." Stabilize: "My left hand cradles the occiput." Pre-load: rotate the head left to tension with slight right lateral flexion to localize; ask, "Any dizziness or discomfort?" Line of drive: "Posterior to anterior, slightly inferior to superior along the facet plane, toward the patient's left eye." Release and re-check rotation. Critical actions: vascular and instability screen, consent including stroke risk, a comfort check at tension and following the no thrust instruction.
Thoracic and rib set ups
The thoracic facets are oriented close to the frontal plane (inclined about 60 degrees from horizontal), so thoracic lines of drive run largely posterior to anterior with an inferior to superior component that follows the facet slope. Thrust on exhalation, when the rib cage is least resistant. Prone moves suit extension and rotation restrictions; the supine anterior thoracic move (the patient's arms crossed, the doctor's hand under the spine as a fulcrum) suits flexion restrictions.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Extension restriction (segment held in flexion) | Prone, arms over the sides of the table, thoracic piece flat | At the side, square to the table, body over the hands | Bilateral thenar or hypothenar contacts on both transverse processes of the involved segment | The table and the other hand (each hand stabilizes the other) | Posterior to anterior and slightly inferior to superior, on exhalation |
| Rotation restriction (right transverse process posterior; left rotation restricted) | Prone | On the left side of the table, facing across | Pisiform of the caudal hand on the right transverse process of the involved segment | Cephalad hand pisiform on the left transverse process of the segment below (counter rotation), or a reinforcing hand | Posterior to anterior with a slight inferior to superior arc, on exhalation |
| Flexion restriction (segment held in extension) | Supine, arms crossed over the chest, elbows stacked | At the side of the table, in a fencer stance | Fist or open hand (thenar and flexed fingers) under the patient's involved segment as a fulcrum, contacting the transverse processes | Doctor's chest over the patient's crossed elbows; patient's head flexed | Anterior to posterior through the elbows toward the contact, with slight superior direction, on exhalation |
| Posterior rib (right rib angle tender and posterior) | Prone | On the left side of the table | Pisiform or hypothenar on the right rib angle, lateral to the transverse process | Other hand reinforces or supports the opposite side | Posterior to anterior and lateral, along the rib shaft, on exhalation |
Reasoning: Age and sex should trigger the osteoporosis question before anything else: "Have you been told you have thin bones? Any fractures from minor falls, steroid use or height loss?" She reports a prior wrist fracture from a fall and takes medication for osteopenia. Say: "Because of your bone density, I'll use a gentler method than a forceful thrust." Choose a low force option such as prone mobilization or an instrument or drop assisted set up, explain it and obtain consent. Then build the prone set up: arms over the sides, bilateral thenar contacts on the T6 transverse processes, body over the hands, pre-load on exhalation, and state "posterior to anterior and slightly inferior to superior; for this patient, graded mobilization rather than a high velocity thrust." Critical actions: the bone health screen, modifying force, and verbalizing why. Avoid the supine anterior thoracic move in osteoporosis because the crossed arm compression loads the rib cage and the anterior vertebral bodies.
Run every technique station on the same script: screen, consent, confirm, position, stance, contact, stabilization, pre-load, line of drive and re-check, narrating each step. In the neck, contact the posterior side, turn the head away from the contact and drive toward the opposite eye; in the thoracic spine, follow the facet slope on exhalation, and modify force for osteoporosis.
Section 2Lumbar and pelvic technique station walk throughs
Side posture: the core lumbar set up
Side posture is the workhorse of diversified lumbar technique, and examiners watch its components closely because each one controls where the force goes. The patient lies on the side, the bottom leg straight, the top hip and knee flexed with the top foot resting in the popliteal fossa of the bottom leg. The doctor flexes the top leg until motion reaches the involved segment (palpate the interspinous space to feel it arrive), rotates the patient's upper shoulder posteriorly by drawing the bottom arm out, and rolls the pelvis toward the doctor until tension localizes at the segment. The doctor stands facing the patient in a fencer stance, with the inside thigh against the patient's flexed top knee or thigh, ready to drop the body weight through the contact.
The side of the patient that faces up is chosen so that the thrust drives the posterior structure forward. For a vertebra whose body is rotated posterior on the right (right mammillary prominent, left rotation restricted), the patient lies with the right side up. Two contacts then work in the same direction: a mammillary push on the up side (right) mammillary process, driving posterior to anterior, or a spinous pull on the down side (left) of the spinous process, pulling the spinous toward the ceiling. Both rotate the vertebra to the left, correcting the right posterior rotation (Figure 14.2).
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| L4 right posterior body rotation (left rotation restricted), mammillary push | Left side down, right side up; bottom leg straight, top leg flexed to localize L4 | Facing the patient, fencer stance, thigh on the patient's flexed knee | Pisiform of the caudal hand on the right L4 mammillary process | Cephalad hand on the patient's upper shoulder or pectoral region, rotating the trunk back | Posterior to anterior through the mammillary, delivered with a body drop |
| Same listing, spinous pull | As above | As above | Fingers (pads of the index and middle) of the caudal hand on the down (left) side of the L4 spinous | Cephalad forearm on the shoulder; caudal forearm on the pelvis | Down to up (left to right) on the spinous, toward the ceiling, combined with a pelvic roll |
| Lumbar flexion restriction (facet held in extension) or disc patient unsuited to rotation | Prone on a flexion distraction table | At the side, facing the head | Thenar or hypothenar on the spinous of the segment above the restriction | Other hand controls the caudal section of the table | Gentle flexion and long axis distraction in slow cycles; no high velocity thrust |
| PI ilium (right ilium rotated posterior and inferior) | Left side down, right side up; top leg flexed | Facing the patient, fencer stance | Pisiform or hypothenar of the caudal hand on the right PSIS | Cephalad hand on the upper shoulder | Posterior to anterior and inferior to superior, rotating the ilium forward |
| AS ilium (right ilium rotated anterior and superior) | Left side down, right side up; top hip flexed beyond 90 degrees | Facing the patient | Pisiform or hypothenar on the right ischial tuberosity | Cephalad hand on the shoulder | Posterior to anterior through the ischium (slightly inferior to superior), rotating the ilium backward |
| Sacral base posterior on the right | Prone, pelvic piece level | On the left side of the table | Pisiform on the right sacral base just medial to the PSIS | Other hand reinforces over the contact wrist | Posterior to anterior and slightly inferior to superior |
Safety in the low back and pelvis
Before side posture, screen for the conditions that change the set up or forbid it: cauda equina symptoms (no manipulation, emergency referral), a progressive neurologic deficit, suspected fracture or osteoporosis, abdominal aortic aneurysm, tumor or infection, hip replacement (excess flexion and adduction of the top leg can dislocate a posterior approach prosthesis), recent lumbar surgery or fusion, and pregnancy (use side lying with support, avoid strong rotation and prone positioning late in pregnancy). With an acute disc lesion and leg pain, many clinicians prefer flexion distraction or positions that centralize symptoms rather than a rotational thrust. If leg pain increases or spreads during pre-load, stop, release the position and choose a different approach.
Reasoning: Screen: bladder or bowel change (none), leg numbness or weakness (none), hip replacement (none), osteoporosis or steroid use (none), abdominal pulsation or known aneurysm (none). Consent: explain the procedure and sound, soreness, the rare risks of disc injury or nerve irritation, alternatives such as flexion distraction or exercise. Confirm the listing by palpation. Position: "Please lie on your left side." Straighten the bottom leg, flex the top leg and place the foot behind the bottom knee, palpating the L4 to L5 interspace until motion arrives. Draw the bottom arm out to rotate the upper shoulder back, and roll the pelvis toward you to tension. Stance: facing the patient, fencer stance, thigh on the flexed knee. Contact: "Pisiform of my caudal hand on the right mammillary process of L4." Stabilize: "Cephalad hand on the upper shoulder." Pre-load: "Is that comfortable? Any leg symptoms?" Line of drive: "Posterior to anterior through the mammillary, with a body drop." Critical actions: the cauda equina and hip prosthesis screen, choosing the right side up, localization by leg flexion and the comfort check.
Reasoning: Ask whether she could be pregnant, about recent childbirth, hip surgery, osteoporosis and fever. Confirm with static palpation (left PSIS inferior and posterior compared with the right) and motion palpation of the SI joint. Explain and consent, mentioning that the contact is over the back of the pelvis. Position her with the left side up so that the involved PSIS faces the ceiling; drape appropriately. Stand facing her, flex the top leg, rotate the upper shoulder back and roll the pelvis toward you. Contact: "Pisiform of my caudal hand on the left PSIS." Stabilization on the upper shoulder. Line of drive: "Posterior to anterior and inferior to superior, rotating the left ilium anteriorly." Critical actions: pregnancy question, correct side up, PSIS contact for PI (not the ischium, which is the AS contact) and an accurate two component line of drive.
In side posture, put the posterior structure up, localize with top leg flexion, rotate the shoulder back and the pelvis forward, and drive posterior to anterior through the contact. Use a mammillary push or spinous pull for lumbar rotation, the PSIS for PI ilium and the ischium for AS ilium, and screen first for cauda equina, aneurysm, osteoporosis, hip prosthesis and pregnancy.
Section 3Extremity technique station walk throughs
Principles that apply to every joint
Extremity set ups follow the same script as spinal ones, with three additions. First, test and compare joint play on both sides before you decide on a listing; the restricted glide is the listing. Second, use the convex concave rule to choose a glide: when a convex surface moves on a concave one (the humeral head in the glenoid, the femoral head in the acetabulum), the joint surface glides opposite to the movement of the limb, so a restriction of shoulder abduction calls for an inferior glide of the head; when a concave surface moves on a convex one (the tibia on the femur, the phalanges on the metacarpal heads), the glide is in the same direction as the limb. Third, place the joint in its resting (loose packed) position for distraction and glides, where the capsule is most lax, and keep the stabilization hand close to the joint line so the force acts across one joint only.
| Listing | Patient position | Doctor stance | Contact point and segmental contact | Stabilization | Line of drive |
|---|---|---|---|---|---|
| Glenohumeral inferior glide restriction (limited abduction) | Supine, arm abducted to about 55 degrees in the scapular plane (resting position) | At the side, facing the head, beside the patient's arm | Web space of the cephalad hand on the superior humeral head, just lateral to the acromion | Caudal hand holds the arm above the elbow, adding gentle long axis traction; table stabilizes the scapula | Superior to inferior, parallel to the glenoid face |
| Glenohumeral posterior glide restriction (limited internal rotation and horizontal adduction) | Supine, arm at the side with the elbow flexed | At the side, facing the patient | Thenar of the cephalad hand on the anterior humeral head | Caudal hand cradles the elbow; a towel under the scapula | Anterior to posterior, slightly lateral |
| Posterior radial head (limited supination) | Supine or seated, elbow slightly flexed, forearm supinated | Facing the patient at the side | Thumb or index contact on the posterior radial head, distal to the lateral epicondyle | Other hand holds the distal forearm in supination and takes the elbow toward extension | Posterior to anterior on the radial head |
| Carpal dorsal glide restriction (limited wrist flexion; the convex proximal row must glide dorsally) | Seated, forearm supinated (palm up) and supported | Facing the patient | Both thumbs overlapped on the palmar surface of the restricted carpal; fingers wrap the dorsum of the hand | Long axis traction through the hand; wrist near neutral | Palmar to dorsal through the carpal, often with a small whip into slight flexion |
| Hip long axis distraction (capsular restriction, osteoarthritis) | Supine, hip in about 30 degrees flexion, 30 degrees abduction and slight external rotation | At the foot of the table, facing the head, in a fencer stance | Both hands grasp the distal leg above the malleoli (or above the knee if the knee is unstable) | Table belt across the pelvis or the patient holds the table edges | Inferior along the long axis of the femur, a lean back with the body weight |
| Posterior proximal fibular head (after an ankle inversion sprain) | Prone with the knee flexed to about 90 degrees, or supine with the hip and knee flexed | At the side of the table | Second metacarpophalangeal joint of the cephalad hand behind the fibular head | Caudal hand holds the ankle and flexes the knee over the contact | Posterior to anterior and slightly lateral, by flexing the knee over the contact hand |
| Plantar (inferior) cuboid | Prone with the knee flexed, then the leg brought toward extension | At the foot of the table | Overlapped thumbs on the plantar surface of the cuboid | Fingers wrap the dorsum of the foot | Plantar to dorsal, delivered as a whip as the knee extends and the ankle plantar flexes |
| Talocrural long axis distraction (anterior talus, limited dorsiflexion) | Supine, ankle in slight plantar flexion (resting position) | At the foot of the table | Interlaced fingers over the dorsum of the talus and neck, thumbs on the sole | Patient's weight and table; a strap across the thigh if needed | Inferior (long axis traction) with a quick tug; an anterior to posterior talar glide for dorsiflexion |
Safety at the extremities
Screen every extremity station for fracture (apply the Ottawa rules after trauma), joint replacement (no thrust across a prosthesis; a hip replaced through a posterior approach must avoid flexion beyond 90 degrees combined with adduction and internal rotation), acute inflammatory or septic arthritis (hot, swollen joint with fever is an emergency), ligamentous instability (do not thrust a lax joint in the direction of laxity), bone tumor, open growth plates in children (use gentle mobilization), and severe osteoporosis. For the hip long axis distraction, an unstable or replaced knee means you grasp above the knee instead of at the ankle. For cuboid and fibular techniques after a sprain, wait until fracture has been excluded and acute swelling allows a comfortable set up.
Reasoning: Confirm the injury history and that fracture was excluded (he was Ottawa negative at the time and walks normally). Screen for instability: anterior drawer and talar tilt are mildly lax compared with the left, so you will avoid stressing the lateral ankle into inversion during the set up. Ask about peroneal nerve symptoms (numbness on the dorsum of the foot, foot drop) because the common fibular nerve wraps the fibular neck; none. Consent. Fibular head: prone, knee flexed, "second MCP of my cephalad hand behind the right fibular head; caudal hand at the ankle; line of drive posterior to anterior and slightly lateral as I flex the knee over my contact." Cuboid: prone, knee flexed, "overlapped thumbs on the plantar cuboid, fingers on the dorsum; as I extend the knee and plantar flex the ankle, the line of drive is plantar to dorsal." Re-check fibular glide and pain on walking. Critical actions: fracture and instability screen, the peroneal nerve check, no inversion stress, and comfort checks.
Reasoning: Groin pain with limited internal rotation fits right hip osteoarthritis. The trap is the left prosthesis: you will treat only the right hip and must avoid positions that stress the left (do not have her cross the left leg or lie in a way that flexes and adducts it). Screen for fever, night pain, recent fall and anticoagulation. Consent. Set up: supine with a belt across the pelvis; right hip in about 30 degrees flexion, 30 degrees abduction and slight external rotation; doctor at the foot of the table in a fencer stance; both hands above the right malleoli; line of drive inferior along the long axis of the femur, as a sustained or oscillating distraction or a gentle tug. Ask whether her knee is stable; if not, contact above the knee. Add a home program of hip mobility and strengthening. Critical actions: identifying the prosthesis, treating only the native hip, the resting position and the long axis line of drive.
Reasoning: This is a capsular pattern consistent with adhesive capsulitis, which is common in diabetes. The convex humeral head must glide inferiorly for abduction, so choose an inferior glide. Screen for trauma (a fall raises the question of fracture or dislocation, which would need films), for a red flag of night pain with weight loss, and for chest or arm symptoms suggesting a cardiac cause. Consent, explaining that the technique is a graded mobilization and that the stiff capsule responds over weeks. Supine, arm in about 55 degrees of abduction in the scapular plane; web space of the cephalad hand on the superior humeral head lateral to the acromion; caudal hand holding the arm above the elbow with slight traction; line of drive superior to inferior, parallel to the glenoid face. Use sustained or oscillating grades rather than a forceful thrust in the stiff, painful capsule. Critical actions: applying the convex concave rule, screening for fracture and cardiac referral, and choosing graded force.
Extremity set ups start from a side to side joint play comparison and a convex concave decision, use the resting position for distraction and glides, and stabilize close to the joint line. Screen for fracture, prosthesis, instability, infection and nerve involvement, and modify force or change the target joint when any is present.
Section 4A full mock station circuit
Why a mock circuit works
Reading about stations builds knowledge; running them under a clock with a stranger watching builds performance. A mock circuit reproduces the three stressors that degrade skill on exam day: time pressure, observation, and switching rapidly between unrelated tasks (a film, then a neck station, then a pelvic set up). It also exposes habits you cannot see yourself: skipping hand hygiene, forgetting consent, mumbling the line of drive, or spending half the station on history. Run at least two full circuits in the final month, and a shorter one in the final week.
Roles and materials
A group of four to six works well. Rotate roles so everyone performs and everyone scores.
| Role | Responsibilities | Materials |
|---|---|---|
| Candidate | Reads the door card, performs the station, writes any required note | Clinic attire, pen, reflex hammer, other permitted tools |
| Standardized patient | Plays a scripted patient: answers only what is asked, volunteers nothing, reports symptoms on cue (for example, dizziness at pre-load) | Patient script with history answers and exam findings to report |
| Examiner | Watches silently and marks the checklist; does not coach during the station | Scoring sheet, clipboard, the answer key |
| Timekeeper | Runs the clock, gives the reading period, warning and stop signals, moves people between rooms | Timer, rotation schedule, door cards |
Write door cards that resemble real ones: patient age and sex, chief complaint, vital signs, and a clear task ("perform a focused history and examination", "set up and verbalize; no thrust", "record your findings, impression and recommendation"). Each case needs a patient script (answers to likely questions, findings to report when each test is performed, and any cue such as a red flag symptom to reveal only when asked) and a scoring sheet. Build cases from the walk throughs in this chapter and Chapter 13, and include at least one station in each circuit that should end in a referral, so that the group practices stopping.
Timing
Use the station length and reading period stated in the current official candidate materials. If you do not yet have them, choose fixed values for the session and keep them identical across stations so the group learns to pace. Give a warning signal before the end of each station, and stop candidates at the signal even mid sentence: on exam day the station ends whether you are finished or not. A useful pacing target for a case management station is to finish the history by about 40 percent of the time, the examination by about 80 percent, and to reserve the last 20 percent for findings, plan and consent. For technique stations, aim to finish screening and consent in the first quarter so that most of the time goes to the set up and narration.
Scoring sheets
Score observable behavior with a checklist, marking each item done, partly done or not done, and flag critical items separately: missing one should fail the station in your mock regardless of the total, just as safety omissions can on a real practical exam. The sample sheets below are practice tools built from this book's walk throughs, not official forms.
| Technique station item | Done | Critical? |
|---|---|---|
| Hand hygiene, introduction and identity confirmed | Yes / Partial / No | No |
| Region specific contraindication screen asked | Yes / Partial / No | Yes |
| Consent: procedure, risks (including serious risks), alternatives, permission | Yes / Partial / No | Yes |
| Listing confirmed by static and motion palpation | Yes / Partial / No | No |
| Correct patient position and draping | Yes / Partial / No | No |
| Correct doctor stance | Yes / Partial / No | No |
| Correct contact point and segmental contact, named aloud | Yes / Partial / No | No |
| Correct stabilization | Yes / Partial / No | No |
| Pre-load with comfort check | Yes / Partial / No | Yes |
| Correct line of drive stated with both components | Yes / Partial / No | No |
| Followed thrust instruction; stopped if symptoms appeared | Yes / Partial / No | Yes |
| Re-check and aftercare | Yes / Partial / No | No |
A case management sheet follows the same pattern with sections for the history (chief complaint and OPQRST, red flag questions, medications and history), the examination (vitals, inspection, palpation, range of motion, orthopedic and neurologic tests appropriate to the complaint), the assessment (a reasonable diagnosis and differential), the plan (orders, management, home care, follow up), communication (plain language, empathy, teach back, consent) and critical items (the region's red flag screen and correct referral when indicated). Add a short global rating (for example, 1 to 5 for organization and professionalism) because examiners form an overall impression that a checklist alone does not capture.
Giving and using feedback
Keep feedback short, specific and actionable. A good format is: one thing done well, the critical items missed (if any), and one fix for next time. "Your line of drive was vague" is less useful than "say both components, posterior to anterior and inferior to superior." Record each candidate's missed items across circuits; patterns (always forgetting blood pressure, always running out of time before consent) are the most valuable output of the whole exercise. Repeat the same station a few days later to confirm that the fix holds.
Reasoning: The candidate screens and consents well, positions the patient left side down, and contacts the right L5 mammillary. During pre-load the SP reports, on cue, tingling down the right leg. The scoring item being tested is the response: the candidate should stop, release the position, ask about the distribution and any weakness or bladder change, and change the approach (for example, flexion distraction or a position that does not provoke leg symptoms) or perform a neurologic screen before continuing. The examiner marks "stopped when symptoms appeared" as a critical item. In debrief the group notes that the candidate continued talking through the cue for several seconds before stopping; the one fix is "stop hands first, then talk."
A mock circuit with fixed roles, realistic door cards, scripted patients, strict timing and checklist scoring reproduces the pressure of the exam. Flag critical items, add surprises that require stopping, and turn feedback into one specific fix per candidate that you test again in the next circuit.
Section 5The week before and the day of the exam
The shape of the final week
The final week is for consolidation, not new learning. By now the films, cases and set ups are in place; what remains is to keep them fluent, protect sleep, remove logistical uncertainty and arrive rested. Taper the volume of study through the week while keeping short daily practice, much as an athlete tapers before a competition (Figure 14.5). Learning new material in the last days tends to displace confidence rather than add points, and cramming late into the night degrades the very skills (recall under pressure, motor precision, attention to cues) that a practical exam tests.
| Day | Focus | Concrete tasks |
|---|---|---|
| 7 days out | Full review pass | Rapid film drill (the table in Chapter 13), one case per region aloud, all set up tables recited from memory |
| 6 days out | Full mock circuit | Run four to six stations under official timing with scoring; list every missed item |
| 5 days out | Fix the list | Drill only the items missed yesterday; rewrite your station scripts on one page |
| 4 days out | Short circuit | Two or three stations including a surprise; confirm the fixes hold |
| 3 days out | Weak spots and red flags | Red flag tables, referral levels, contraindications by region; film recommendations |
| 2 days out | Logistics and light review | Confirm location, route, parking, start time, identification and admission documents, attire and permitted items; lay everything out |
| Day before | Rest | Thirty to sixty minutes of light review (your one page scripts), a walk, a normal dinner, no late study |
| Exam day | Perform | Normal breakfast, early arrival, warm up routine, one station at a time |
Sleep and the body
Sleep is when practice becomes skill: motor sequences and declarative memories are consolidated during sleep, and even one night of restricted sleep measurably slows reaction time and impairs attention and working memory. Hold a consistent wake time across the whole week so that the exam morning feels like any other, aim for 7 to 9 hours nightly, and move your schedule gradually if the exam starts earlier than you usually wake. If the night before is restless, do not panic: a single poor night has much less effect on performance than a week of short sleep, and adrenaline on the day compensates for some of it. Keep caffeine at your usual dose (more than usual adds tremor and anxiety, and its half life of about five hours means a late afternoon coffee can still be active at bedtime). Avoid alcohol in the final days because it fragments sleep. Eat familiar food; exam morning is not the time for a new breakfast. Keep exercise light and familiar so you do not arrive sore.
Logistics checklist
Uncertainty about logistics consumes attention you need for stations. Settle every item by two days out and lay out what you will bring the night before. Follow the current official candidate materials for identification, admission documents, required attire, permitted and prohibited items, arrival time and conduct rules, because these vary and change.
- Documents: the identification and admission materials required by the official instructions, with names matching exactly.
- Route: address, travel time with a generous buffer, parking or transit, and a backup route; for an unfamiliar city, consider staying nearby the night before.
- Attire: professional clinic clothing that allows you to move, kneel and lean; short or easily rolled sleeves for hand hygiene; trimmed nails; no strong scent.
- Permitted items: only what the official instructions allow (for example, specific examination tools); leave everything else in the car or at home.
- Body: water, a simple snack for breaks if allowed, any personal medication.
Managing nerves
Some arousal improves performance; too much narrows attention, speeds speech and makes hands clumsy. The goal is not to remove nerves but to keep them in a useful range. Three tools work well and can be practiced during mock circuits so they are automatic on the day. Slow breathing: a long exhale activates parasympathetic tone; try box breathing (in for 4, hold for 4, out for 4, hold for 4) or a double inhale through the nose followed by a slow full exhale, repeated two or three times. Reappraisal: label the racing heart as readiness ("my body is preparing me to perform") rather than as a sign of failure; this simple reframe has been shown to improve performance under evaluative stress. A door routine: the same short sequence at every door (breathe out, read the card twice, name three differentials or the set up, picture the first sentence you will say, knock) keeps you in the present station instead of the last one.
Between stations, reset. A station that went badly is over and its score is fixed; the next station is a fresh opportunity, and dwelling on the last one is the most common way a single error becomes several. If you blank during a station, fall back on the sequence: "Let me summarize what we have so far," or return to the next step of the checklist (screen, consent, examine, plan). The sequence carries you until the content returns.
Reasoning: Do not continue and hope the examiner missed it. Release the contact, return the patient's head to neutral and say: "Before I go further, I'd like to explain what I'm planning and make sure you're comfortable with it." Then deliver the full consent (procedure, sound, common soreness, rare serious risks including stroke, alternatives such as mobilization, the right to refuse) and ask permission. Resume from the contact: "Index contact of my left hand on the left C4 articular pillar; right hand cradles the occiput; head rotated right to tension with slight left lateral flexion; line of drive posterior to anterior toward the patient's right eye." Recovering an omitted critical step, openly and calmly, is far better than leaving it out; many checklists credit the item when it is completed before the procedure.
Reasoning: A technique station can still contain a red flag, and the examiner may be testing whether you notice. Stop the technique pathway. Ask about chest pressure, arm or jaw pain, sweating and cardiac history; check pulse and blood pressure if equipment is present. Say: "I'm not going to adjust your back today. Your symptoms could be coming from your heart, and I want you checked right now," and state that you would call emergency services and stay with him. Nerves can push candidates to finish the task as written; the safe decision always outranks completing the set up.
Taper study volume through the final week while keeping short daily practice, run the last full mock circuit early, settle logistics two days out, and protect a consistent 7 to 9 hours of sleep. On the day, use slow breathing, reappraisal and a door routine, reset between stations, recover omissions openly, and let safety override completing any task.
The chapter in one breath
- Run every technique station in one order: screen, consent, confirm, position, stance, contact, stabilize, pre-load, line of drive, re-check, narrating each step.
- For a cervical rotation restriction, contact the posterior pillar, turn the head away from the contact and drive posterior to anterior toward the opposite eye.
- Thoracic lines of drive follow the facet slope (P to A and slightly I to S) on exhalation; modify force for osteoporosis.
- In side posture, put the posterior structure up; a mammillary push on the up side and a spinous pull from the down side rotate the vertebra the same way.
- PI ilium: contact the PSIS, drive P to A and I to S. AS ilium: contact the ischial tuberosity, drive P to A.
- Use the convex concave rule and the resting position for extremity glides and long axis distraction.
- Screen each region for its contraindications: dissection and instability in the neck, cauda equina, aneurysm and hip prosthesis in the low back, fracture and prosthesis at the extremities.
- If a patient reports new symptoms at pre-load, stop hands first, return to neutral, assess and change approach or refer.
- Run mock circuits with fixed roles, scripted patients, strict timing, checklist scoring with critical items and built in surprises.
- Give feedback as one strength, missed critical items and one fix, and retest the fix.
- Taper the final week, settle logistics two days out, protect 7 to 9 hours of sleep and keep caffeine usual.
- On the day, read each card twice, use a door routine, reset between stations and recover omissions openly.
Words worth knowing
| Term | What it means |
|---|---|
| Listing | The description of a segment's malposition or motion restriction that determines the corrective set up. |
| Motion palpation | Palpating a segment while moving it to detect restricted or excessive motion. |
| Static palpation | Palpating for tenderness, tone, position and texture with the patient at rest. |
| Contact point | The part of the doctor's hand that delivers force, such as the pisiform, thenar or index contact. |
| Segmental contact | The anatomical landmark on the patient where the contact point is placed, such as an articular pillar or mammillary process. |
| Index contact | Contact with the lateral side of the proximal phalanx or metacarpophalangeal joint of the index finger, used in cervical set ups. |
| Pisiform contact | Contact with the pisiform bone of the hand, used for small, firm thoracic, lumbar and pelvic contacts. |
| Stabilization | The hand or body position that supports the patient and limits force to the target segment. |
| Tissue pull | Drawing the skin and soft tissue toward the contact to remove slack and prevent slipping. |
| Pre-load | Taking the joint to tension before any thrust, while checking patient comfort. |
| Line of drive | The direction of the corrective force, stated in anatomical terms with all its components. |
| Fencer stance | A staggered stance with one foot forward, used to direct body weight along the line of drive. |
| Lateral break | A cervical set up that emphasizes lateral flexion over the contact with a lateral to medial line of drive. |
| Side posture | Side lying position used for lumbar and pelvic adjustments, with the bottom leg straight and the top leg flexed. |
| Mammillary push | A side posture lumbar contact on the up side mammillary process with a posterior to anterior line of drive. |
| Spinous pull | A side posture contact on the down side of the spinous process, pulling it toward the ceiling. |
| PI ilium | An ilium rotated posterior and inferior; corrected through a PSIS contact. |
| AS ilium | An ilium rotated anterior and superior; corrected through an ischial tuberosity contact. |
| Flexion distraction | A low force method using a moving table to flex and distract lumbar segments in slow cycles. |
| Joint play | Small involuntary accessory movements of a joint that the patient cannot produce actively. |
| Convex concave rule | A convex surface glides opposite to the limb's movement; a concave surface glides in the same direction. |
| Resting position | The loose packed position where the capsule is most lax, used for distraction and glides. |
| Long axis distraction | Traction along the long axis of a limb to separate the joint surfaces. |
| Standardized patient | A trained person who portrays a patient consistently from a script. |
| Critical item | A checklist item, usually safety related, whose omission fails the station. |
| Global rating | An overall judgment of organization and professionalism that complements a checklist. |
| Taper | A planned reduction of study volume before the exam to consolidate learning and arrive rested. |
| Reappraisal | Reinterpreting the physical signs of stress as readiness to perform. |