w w w . r e u m a t o l o g i a . c o m . b r
REVISTA
BRASILEIRA
DE
REUMATOLOGIA
Review
article
Occupational
therapy
in
rheumatoid
arthritis:
what
rheumatologists
need
to
know?
夽
Pedro
Henrique
Tavares
Queiroz
de
Almeida
a,∗,
Tatiana
Barcelos
Pontes
a,
João
Paulo
Chieregato
Matheus
a,
Luciana
Feitosa
Muniz
b,
Licia
Maria
Henrique
da
Mota
baUniversidadedeBrasília,Brasilia,DF,Brazil
bHospitalUniversitáriodeBrasília,UniversidadedeBrasília,Brasília,DF,Brazil
a
r
t
i
c
l
e
i
n
f
o
Articlehistory:
Received11April2014 Accepted10July2014
Availableonline28November2014
Keywords:
Rheumatoidarthritis Rehabilitation
Activitiesofdailyliving Occupationaltherapy
a
b
s
t
r
a
c
t
Interventionsfocusingoneducationandself-managementofrheumatoidarthritis(RA)by thepatientimprovesadherenceandeffectivenessofearlytreatment.Thecombinationof pharmacologicandrehabilitationtreatmentaimstomaximizethepossibilitiesof inter-vention,delayingtheappearanceofnewsymptoms,reducingdisabilityandminimizing sequelae,decreasingtheimpactofsymptomsonpatient’sfunctionality.Occupational ther-apyisahealthprofessionthataimstoimprovetheperformanceofdailyactivitiesbythe patient,providingmeansforthepreventionoffunctionallimitations,adaptationtolifestyle changesandmaintenanceorimprovementofpsychosocialhealth.Duetothesystemic natureofRA,multidisciplinaryfollow-upisnecessaryforthepropermanagementofthe impactofthediseaseonvariousaspectsoflife.Asamemberofthehealthteam, occupa-tionaltherapistsobjectivetoimproveandmaintainingfunctionalcapacityofthepatient, preventingtheprogressionofdeformities,assistingtheprocessofunderstandingand cop-ingwiththediseaseandprovidingmeansforcarryingouttheactivitiesrequiredforthe engagementoftheindividualinmeaningfuloccupations,favoringautonomyand indepen-denceinself-careactivities,employment,educational,socialandleisure.Theobjectiveof thisreviewistofamiliarizetherheumatologistwiththetoolsusedforassessmentand interventioninoccupationaltherapy,focusingontheapplicationoftheseprinciplestothe treatmentofpatientswithRA.
©2014ElsevierEditoraLtda.Allrightsreserved.
夽
Institution:FaculdadedeCeilândia–CourseofOccupationalTherapy;HospitalUniversitáriodeBrasília–Rheumatology–Outpatient ClinicofEarlyRheumatoidArthritis.
∗ Correspondingauthor.
E-mail:pedroalmeida.to@gmail.com(P.H.T.Q.deAlmeida).
http://dx.doi.org/10.1016/j.rbre.2014.07.008
Terapia
ocupacional
na
artrite
reumatoide:
o
que
o
reumatologista
precisa
saber?
Palavras-chave:
Artritereumatoide Reabilitac¸ão
Atividadescotidianas Terapiaocupacional
r
e
s
u
m
o
Intervenc¸õesvoltadasparaaeducac¸ãoeoautogerenciamentodaartritereumatoide(AR) pelopacienteaumentamaadesãoeaeficáciadaabordagemprecoce.Acombinac¸ãode trata-mentomedicamentosoetratamentodereabilitac¸ãovisaapotencializaraspossibilidadesde intervenc¸ão,retardaroaparecimentodenovossintomas,reduzirincapacidades,minimizar sequelasereduziroimpactodossintomassobreafuncionalidadedopaciente.Aterapia ocupacionaléumaprofissãoda áreadasaúdequeobjetivaamelhoriadodesempenho deatividadespelo pacienteefornecemeiosparaaprevenc¸ãodelimitac¸õesfuncionais, adaptac¸ãoamodificac¸õesnocotidianoemanutenc¸ãooumelhoriadeseuestadoemocional eparticipac¸ãosocial.DevidoaocarátersistêmicodaARoacompanhamentomultidisciplinar énecessárioparaoadequadomanejodoimpactodadoenc¸asobreosmaisdiversosaspetos davidadopaciente.Comomembrodaequipedesaúde,oterapeutaocupacionalobjetiva amelhoriaemanutenc¸ãodacapacidadefuncionaldopaciente,preveniroagravamentode deformidades,auxiliaroprocessodecompreensãoeenfrentamentodadoenc¸a,fornecer meiosparaasatividadesnecessáriasparaoengajamentodoindivíduoemocupac¸ões signi-ficativas,favorecersuaautonomiaeindependênciaematividadesdeautocuidado,laborais, educacionais,sociaisedelazer.Oobjetivodestarevisãoéfamiliarizaroreumatologistacom asferramentasdeavaliac¸ãoeintervenc¸ãousadasnaterapiaocupacional,comenfoquena aplicac¸ãodessesprincípiosparaotratamentodepacientescomdiagnósticodeAR.
©2014ElsevierEditoraLtda.Todososdireitosreservados.
Introduction
Rheumatoidarthritis(RA)isasystemicautoimmunedisease characterizedbyimpairmentoftheperipheraljoints, espe-ciallyhandsandfeet.1Aprevalenceofuptothreetimeshigher
amongwomen isobserved,withincreasingincidenceafter
theageof25years,withgreaterinvolvementofpopulations between35and55years.2
AlthoughthereisnoconsensusontheetiologyofRA,itis observedthatthecombinationofinflammationandsynovial hypertrophy favor cartilage and bone destruction, promot-ingjointdamageandinstability,3predominantlyaffectingthe
joints ofthe wristand metacarpophalangealand proximal
interphalangealjointsofupperlimbs.4Forthesereasons,the treatmentofpatientsdiagnosedwithRAshouldbestartedas soonaspossible,aimingtoreducetheinflammatoryactivity ofthediseaseandeventoobtainremissionofsymptoms.5
Despite advances in the pharmacological treatment
achieved in the last 30 years, especially with the advent ofdisease-modifying anti-rheumatic drugs (DMARDs),6 the
chronicity of RA implies interventions aimed to the
edu-cation and self-management of the disease to favor the
treatment,increasingtheadherenceandeffectivenessofan earlyapproach.7,8
The combination of drug treatment and rehabilitation
therapyaimstomaximizethepossibilitiesofintervention,9 delaytheonsetofnewsymptoms,reducedisability,minimize sequelaeanddiminishtheimpactofsymptomson function-alityofthepatient.10,11
Occupationaltherapy(OT)isahealthcareprofessionwhich aimsatimprovingtheperformanceofactivitiesbythepatient, providingameansforthepreventionoffunctionallimitations,
adaptationtolifestylechangesandmaintenanceor improve-mentofhis/heremotionalstateandsocialparticipation.12
Theaimofthisreviewistofamiliarizetherheumatologist withtheassessmentandinterventiontoolsusedin occupa-tionaltherapy,focusingontheapplicationoftheseprinciples tothetreatmentofpatientsdiagnosedwithRA.
Multidisciplinary
treatment
–
practice
of
occupational
therapy
DuetothecharacteristicjointimpairmentofRA,the function-alityofthepatientisreducednotonlybythepainfulcondition, but alsobythosemotorconstraintsassociated.13 The diffi-cultyinperformingdailytasksisoneofthemaincomplaints ofpatientswiththedisease14,15causingrestrictionsinmostof theirareasofperformance16:fromsimpleactivitiesrelatedto self-careandhomemaintenancetocomplexworktasks,the patientpresentslimitationsindoingmanyofhis/heractivities ofdailyliving(ADLs).17
Itisobservedthatsuchrestrictionsaffectnotonlythe per-formanceoftheactivitiesindependentlyandautonomously, buthasanegativeimpactontheemotionalstate,social rela-tionshipsandqualityoflifeofthepatient.7,18
Given the participation constraints and the importance ofengaginginproductiveactivitiesforthe maintenanceof physicalandpsychosocialhealthofthispopulation,the occu-pationaltherapistisanintegralpartofthemultidisciplinary teamofcareforpatientswithRA,beingconcernedwiththe performanceofADLsandtheinclusionofthepatientin mean-ingfuloccupationsforhis/hereverydaylife.19,20
Table1–StandardizedinstrumentsforthefunctionalassessmentofpatientswithRA.
Assessmenttool Objective Datacollectionmethod
DisabilitiesofArm,Shoulderand Hand(DASH)
Measurestheleveloffunctionalimpact resultingfromtheimpairmentofthe upperlimbtoperformactivitiesofdaily livingrelatedtoself-care,mobility,home maintenanceandrecreation.Thedevice hasoptionalmodulesspecifictoassess theimpairmentofworkactivitiesandthe practiceofsportandmusicalactivities.
Structured,self-administered
questionnaire.Scorefrom0to100points, indicatingincreasingdisabilitydueto involvementofupperlimbs.24,25
SequentialOccupationalDexterity Assessment(SODA)
Assessesthepatient’sperformanceon twelvetasks,performedunilaterallyand bilaterally,includingwriting,handling objectsandpiecesofclothingandhand hygiene.
Structuredtest.Scoredbythetherapist, accordingtothepatient’sperformanceon thetasksdescribed.26,27
HealthAssessmentQuestionnaire (HAQ)
Measurestheleveloffunctionalitybased onthedifficultyreportedbythepatientto performactivitiesineightareas, includingreaching,self-care,mobility andobjectholding.
Standardizedquestionnaireconsistingof 20questions,scoredfrom0to3, indicatingincreasingdisability.28,29
CanadianOccupational PerformanceMeasure(COPM)
Assessesthepatient’sperceptionofthe importanceofADLsinself-care, productivityandleisureareas,aswellas his/hersatisfactiononthe
implementationandperformanceof thesetasks.
Qualitativequestionnaireinaformatof semi-structuredinterview.Providestwo scores(forperformanceandsatisfaction), allowingthepatient’spre-and
post-interventionevaluation.30,31
Handgripdynamometry–JAMAR® Dynamometer
Assesseshandgripstrengthbymeasuring themaximumforceexertedbythe patientwhenpressingahydraulic dynamometer.
Standardizedtest,measuredinpoundsor kg/F.Requiresstandardizationofpostures andgripformsutilizedduringthe evaluation.32,33
Digitalpinchdynamometry– PinchGauge®Dynamometer
Measuresthedigitalpinchstrengthofthe patientwiththreetypesoftweezers, usingthefingersI,IIandIII,representing bothfinemovement(oppositionbetween fingersIandII)andgripstrength(lateral grip).
Standardizedtest,measuredinpoundsor kg/F.Requiresstandardizationofpostures andgripformsutilizedduringthe evaluation.32,33
ManualDexterityandFunction Testing
Measuremanualdexteritythroughthe manipulationofobjectsandutensils commontoADLs.Examples: Jebsen–Taylorfunctiontest,Purdue Pegboard,O’ConnorFingerDexterity.
Standardizedtests,generallyusingasa parameterforevaluationthetime requiredformanipulationofobjects duringthecourseofsystematictasks.27
HospitalAnxietyandDepression Scale(HADS)
Evaluatestheoccurrenceofsymptomsof anxietyanddepressionamongpatients.
Standardizedquestionnairecontaining sevenquestionstoassessanxietyand sevenfordepression,scoredfrom0to3. Thefinalscoreisthesumofthepoints; results>7suggeststatesofanxietyand/or depression.18
foreachpatient, the firststeptowardthe realizationofan effectivetherapeuticinterventionistoobtainrelevantdataon thestateofthediseaseanditsimpactonthepatient’sADLs. Theevaluationisanongoingprocess,whichenablesthe mon-itoringoftreatmentandtheinterventionsneeded,aswellas themodificationoftheseduringperiodsofexacerbationand remission.21
Assessmentinoccupationaltherapy
Theevaluationaimsatobtainingdatarelatingtothephysical, emotionalandsocialstateofthepatient,aswellastheimpact ofthediseaseonhis/herADLs,providingobjectivedataonthe patient’soccupationalperformancethatallowmonitoringof his/herevolutionduringtreatment.22
Historically, occupational therapists combinethe use of semi-structuredinterviewsandstandardizedtoolsfor gather-inginformationtoenabletheestablishmentofabaselinefor thetherapy:diseasestatusandfunctionallimitations, expan-sionoftheunderstandingofthecontextsofapatient’slife, identificationofhis/herpriorities,monitoringofthedisease andtheeffectivenessofproposedinterventions.21The selec-tion ofassessmentmethodsshouldtakeinto consideration themaincomplaintsofthepatientandtheirrelevancetothe clinicalpresentation.23 Table1illustratessomeofthe stan-dardized assessmenttools thatcomprise the evaluationof patientswithRAbytheoccupationaltherapist.
(fatigue,pain,functionalcapacity),but alsotheinfluenceof this on the patient’s ability to engage and perform tasks relevanttohis/herday-to-day.12,21
Interventions
of
occupational
therapy
Patientguidanceandeducation–changinghabitstocope withillness
Thetransmissionofknowledgeandtheunderstandingofthe patientabouthis/herconditiondonotguarantee,byitself,any changeofattitudesnecessaryforthemanagementof compli-cationsarisingfromachronicdisease;sothatOThasasmain objectivethevoluntarychangeofhabits,extendedtoallareas ofthepatient’sperformanceandnotonlytothoseactivities afflictedbypainorbiomechanicalimbalancesdrivenbythe disease.24
ThemultidisciplinaryinterventionsforpatientswithRA
aim to control pain and fatigue, aiming their functional
improvementbycombiningdifferentmodalitiesoftreatment.
Among some of the interventions focused on patient
adjustmentandempowerment concerningthedisease,the
techniquesofjoint protectionandenergyconservation are examplesofchangesinhabits,bythewayofconductingADLs, whichpromotechangesnotonlyonfunctionalcapacity,but alsoon the psychological well-being, personalcontrol and
self-acceptance – fundamental concepts for improving the
qualityoflifeofthepatient.34
Jointprotectionandenergyconservation
Jointprotectiontechniquesareasetofguidelinesand preven-tivestrategiesusedinthemanagementofpainandfatigue,35 associatedwithothersymptomsinpatientswithRA,which aimtoapplyergonomicandbiomechanicalprincipleswhile performing ADLstoprotectjoint structures ofnormaland abnormalforces that may contribute to the installation of deformitiesoraggravatedeformitiesalreadypresent.36,37
Thisapproachwasfirstdescribedin1965,38throughthe
analysis of motor impairments motivated by the
inflam-matory process common to RA and its combination with
biomechanicalprinciples,aimingtominimizetheactionof forcesthatfavoredthedevelopmentofjointdeviationsand deformities during performing daily tasks,39 for example, hyperextensionofthemetacarpophalangealjointofthefinger I,ulnar deviationofmetacarpophalangeal jointsofthe fin-gersII–Vandinstallationofdeformitystandards,suchasswan neck,hammertoeorbuttonholetoe,throughinvolvementof distalinterphalangealjoints.40
Dueto theimportanceand constancynecessaryforthe
accomplishmentofADLs,modificationsintheirperformance allowasignificantreductioninjointstressandenergy expen-diture,facilitatingorenablingtheparticipationofthepatient inmeaningfuloccupations.36,37 Table2illustratesthe main guidelinesoftheconceptsofjointprotectionandenergy con-servation.
By modifying work methods and environments, use of
assistive devices (assistive technologies) and inclusion of breaksintheroutine,theobjectivehereisthereductionof
Table2–Principlesofjointprotectionandenergy conservation.
Jointprotection
Respectthepain–Useitasasigntochangetheactivity Distributetheloadonmorethanonejoint
Reducethestrengthandtheeffortrequiredtoperformsome activity,changingthewaytoperformit,usingassistivedevices orreducingtheweightofutensils
Useeachjointinitsmoststableandfunctionalanatomicalplane Avoidpositionsorforcesindirectionsthatfavordeformities Alwaysusethestrongerandlargerjointtowork
Avoidstayinginthesamepositionforaprolongedtime Avoidholdingobjectswithexcessiveforce
Avoidawkwardposturesandinappropriatewaystopickupand handleobjects
Maintainmusclestrengthandrangeofmotion
Energyconservation
Adjustyourdaybalancingmomentsofactivityandrest, alternatinglightandheavytasksandperformingactivitiesata slowerpace
Plantheconductionofyouractivities:prioritizeimportanttasks, useequipmenttoreducetheeffortanddelegatetaskswhen necessary
Whentired,avoidstartingtasksthatcannotbeinterrupted immediately
Modifytheenvironmentaccordingtopracticesofjoint protectionandergonomics
painatrestandduringmovement,byminimizing nocicep-tive stimuli onthe inflamed joint capsules, decreasing the forceincidentonthejointsandcontrollingenergy expendi-ture duringdailyactivities,enabling jointpreservation and improvementormaintenanceofthepatient’sfunctionality.41 Moreover,conductingactivitiestostrengthenthe periartic-ularmusclesandmaintainjointrangeofmotion,especially in the upper limbs, are also resources that contribute to themaintenanceorimprovementofthepatient’sfunctional capacity,42,43allowingabetterperformanceandpreservation ofjointstructuresimpairedbyRA.
Practicalexamplesofsomeofthetechniquesofjoint pro-tectionandenergyconservation44areillustratedinFig.1.
Randomized trials with high levels of evidence on the
effectivenessofmethodsofjointprotectionandenergy
con-servation showed significant improvement withrespect to
pain reductionamongpatientsreceiving theguidelines for
changes in their ADLs.45–47 Improvement in fatigue and
increasedsocialparticipation,47 reductionofmorning
stiff-ness, lower incidence of deformities in the hands48 and
improvedfunctionality49wereobserved,evenamongpatients withsevereRAstate.50
Modifyingactivitiesandworkenvironments
Althoughmostfunctionalassessmentshavefocusedonthe
difficultypresentedbythepatientwhileperformingself-care andmobilityactivities,dysfunctionsrelatedtoworkactivities representaseriousconsequenceofRA.51
Fig.1–Examplesofmodificationsinperformingactivities ofdailyliving.Theitemsontheleftindicatemovement patternsinwhichthepositionofthejointsofthewristand fingersenhancemechanicalforcestowarddeformities commonlyobservedamongpatientswithRA.The illustrationsontherightsuggestmodificationsthatfavor theuseofother,morestable,joints,orthedistributionof theloadamongmultiplejoints,avoidingpainfuland potentiallyharmfulpositions.
onethirdofpatientswillabandontheworkduringthefirst threeyearsofthedisease.52
Abandonmentofemploymentisalastresort,facetothe limitations encounteredbypatients withRA: before retire-ment,increasesofstresslevels,jobchanges,restrictionson workload, lossofpromotion opportunitiesand greater
fre-quency of absenteeism and of job changes are observed
moreoftenamongthispopulation.53Itisestimatedthatthe reductioninproductivity motivatedbyRAcausedlosses of approximately7000Euros/yearperpatient,54andupto25%of theworkingperiodmaybeaffectedbyconditionsrelatedto thedisease.55
Theearlytreatmentconductedbyamultidisciplinaryteam isaneffectivemethodtominimizecomplicationsrelatedto work, maintaining the work capacity of these patients for
a periodof time similar to that foundamong the healthy
population.51,55
Giventhemultiplicityofsituationsandperceptionsabout work activity reported by patients, individualized strate-giesareindicatedasthebestapproachtolabordifficulties, including a specific evaluation ofthe situation and ofthe workplace.52
Changes for a better performance of the activity may
includetheorganizationofthetasksthatcomposethework activity,changingshifts,andafairdivisionoftheworkload throughouttheday56;ergonomicmodificationssuchasnew furnitureand changesin theworkplace,ensuringa proper
joint positioningduring activity,replacementoffixturesby otherofsmallerweightorwithbetterhandgrip57andguidance onstressmanagementandacquisitionofstrategies(coping) tohandlewiththeworkload.58
Althoughsomereviewstudiesshownohighlevelevidence on the effectivenessofspecific ergonomic interventionsto reduceproblemsrelatedtoupperlimbs,59 thereis satisfac-toryevidencetosupportsuchinterventionswithrespectto patientswithRA,57suggestingimprovementinfunctionality, painandsatisfactionwiththeworkinthelongterm,when comparedtoindividualswhodidnotgettheseinterventions.
Assistivetechnologies–orthoticsandadaptations
Theconceptofassistivetechnologyincludesdevices, guide-linesandpracticesthataimtomaintain,enhanceorfacilitate
the performance of self-care, instrumental, educational,
employmentorsocialactivities.60
Amongtherangeofinstrumentsavailabletopatientswith RA,theadaptationsofutensilsandtheuseoforthoticsare someofthemajorresourcestopromoteimprovedgrip, biome-chanical alignmentandjointstressreduction,aswell asto allow the development ofactivities and occupations, con-tributingtothepatient’sfunctionalityandautonomy.61
Theadaptationofutensilsrequiresathoroughanalysisof theactivityperformedbythepatient,inordertodetermine whatarethemainchallengesencounteredandpossible solu-tions tobeproposed.Suchmodifications mayincludefrom changesinthewayofconductingtheactivity(suchas guid-anceonjointprotectionandenergyconservation)tochanges intheshape,weightandsizeofutensils.
Thickerhandlesandadaptationstofacilitateorreplacethe handgrip strength,for example,elasticor neoprene strips, favorthe handling ofcutlery, writinginstruments and
per-sonal hygiene materials, such as toothbrushes and hair
combs.
Thereplacementofdrinkingglassesformugs,theuseof modifiedcuttingboards,soapanddetergentdispensersand clotting adaptationsare examples ofsimpledevices which promote important functional changes to the patient.62–64 Examplesofadaptationstopromoteimprovementin perform-ingADLsareillustratedinFig.2.
Orthoses(splints)areresourcesusedbytherapiststo pro-motebetterjointsupport,reducepainandoptimizefunctional performanceof thepatient.65 Althoughseveral models are available,clinicalreasoningusedforprescribinganorthosis involves theneedsforeach case;thesame orthosiscanbe prescribedformultipleobjectives.
Among the most common indications, pain control,
decreasedmorning stiffness,mechanicalsupportforjoints, encouragement ofjoint motion and functionality, and cer-tainpostoperativesituations(wherethecombinationofjoint alignment,immobilizationandapplicationoftractionforces isrequired)canbecited.66–68Somemodelsoforthoses com-monlyindicatedareillustratedinFig.3.
Fig.2–Adaptedutensils.Theproposedadjustmentsarebasedontheprinciplesofjointprotectionandenergy conservation,withdistributionofmechanicalloadsandpromotingtheuseoflargerjointsduringactivities.
Fig.3–Examplesoforthosesforupperlimbs,suggestedforpatientswithRA.
promoteimprovementinpainandmorningstiffnessforthe patient.68,69
Bracesusedforstabilizationoftheinterphalangealjoints alsoexhibitsignificant levels ofevidenceinreducing pain, althoughnosignificantchangesonhandfunctionorstrength duringitsusehavebeenobserved.70
Conclusions
DuetothesystemicnatureofRA,amultidisciplinary
follow-up isnecessary forthe propermanagement ofthe impact
ofthe disease onvarious aspectsof lifeofthe patient. As
a member of the health team, the occupational therapist
aimsto improve and maintain his/her patient’s functional
capacity,preventingtheworseningofdeformities,aidingin the process ofunderstandingand coping withthedisease, andprovidingmeansforcarryingouttheactivitiesrequired fortheengagementoftheindividualinmeaningful occupa-tions,contributingtohis/herautonomyandindependencein self-care,labor,educational,socialandleisureactivities.
Itisimportantthattherheumatologistbecomeawareof thegeneralprinciplesoftherapy,sothathe/shecansuggest theirusemoreconsciously,asanadditionaltoolinthe treat-mentofpatientsdiagnosedwithRA.
Conflict
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