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Documenting Shoulder Examination in Orthopedics
A structured shoulder examination follows the classic Look - Feel - Move sequence, augmented by specific special tests. Below is how each component should be documented.
1. Patient Setup and Preliminaries
Document:
- Patient stripped to the waist, standing in good daylight
- Both shoulders fully exposed for comparison
- Dominant hand (Right/Left)
- Attitude on entry: note how the patient carries the arm (e.g., supporting flexed elbow with the opposite hand - suggests clavicle fracture or anterior dislocation)
"Patient examined standing with both shoulders exposed. Right/left dominant. Patient was/was not supporting the affected limb on entry."
2. LOOK (Inspection)
Inspect from front, side, and back.
Skin
- Surgical scars (anterior = deltopectoral approach; lateral = deltoid split or arthroscopic portals; posterior = arthroscopic portals)
- Bruising (ecchymosis), swelling, sinuses
Soft Tissues
- Wasting of deltoid (suggests axillary nerve injury post-dislocation)
- Wasting of supraspinatus / infraspinatus (suggests rotator cuff pathology)
- Pectoralis position and scapular position
Bony Contour & Deformity
- Normal roundness of shoulder formed by greater tuberosity + deltoid
- Flattening of shoulder contour = anterior dislocation (inward displacement of humeral head), or deltoid wasting
- Squaring of the shoulder = anterior dislocation (loss of normal deltoid roundness)
- Prominence over clavicle = fracture of middle third (most common)
- Prominence at acromial end of clavicle = AC joint dislocation
- Prominence at sternal end = sternoclavicular dislocation
- Drooping of shoulder with lengthening of arm = fracture neck of scapula
- Swelling in deltopectoral groove + acromion prominence = subcoracoid dislocation
Document: "No visible wasting/deformity/swelling OR: Visible flattening of right shoulder contour with acromion prominence noted anteriorly."
3. FEEL (Palpation)
Palpate systematically from the sternum to the scapula:
Skin
- Temperature (warmth = inflammation)
- Sensation at the "regimental badge area" (upper lateral arm) - loss = axillary nerve damage (C5)
Bony Points - Document tenderness at each:
| Structure | Significance |
|---|
| Sternoclavicular joint | SCJ dislocation/arthritis |
| Clavicle (full length) | Clavicle fracture |
| Acromioclavicular joint | ACJ sprain/OA |
| Acromion process | Impingement |
| Coracoid process | Coracoid fracture, pectoralis minor tendinopathy |
| Greater tuberosity | Rotator cuff insertional tenderness |
| Bicipital groove | Biceps tendinopathy |
| Glenohumeral joint line | Joint effusion, arthritis |
Relative Position of 3 Bony Points (compare both sides):
- Tip of coracoid process
- Acromial end of clavicle
- Greater tuberosity of humerus
Special Palpation Tests
- Bryant's test: Increased vertical circumference of axilla = any dislocation or proximal humerus fracture
- Hamilton's ruler test: A straight ruler normally cannot touch both the acromion process and the lateral epicondyle simultaneously (greater tuberosity prevents this). If it can, the humeral head is displaced medially (positive = dislocation)
4. MOVE (Range of Motion)
Key principle: Differentiate glenohumeral movement from scapulothoracic movement. Stabilize the scapula with thumb over the coracoid and fingers over the spine of the scapula.
Start in neutral position: arms at sides, elbows extended, palms forward.
Document Active ROM (AROM) and Passive ROM (PROM) - record in degrees, comparing both sides:
| Movement | Normal Range | Notes |
|---|
| Forward Flexion | 0-180° | |
| Extension | 0-60° | |
| Abduction | 0-180° | Note if painful arc present |
| Adduction | 0-50° | |
| External Rotation (arm at side) | 0-60-90° | |
| Internal Rotation | To T12 vertebra level | Record spinal level reached |
| Cross-body (Horizontal) Adduction | - | Note painful arc |
Painful Arc: Pain from 60° to 120° of abduction = positive for impingement/rotator cuff pathology. Document as: "Painful arc present from __° to __° abduction."
End feel: Normal (elastic/firm) vs. abnormal (empty = pain stops movement, hard = bony block).
5. SPECIAL TESTS
Document each test as Positive / Negative / Not performed, and record the specific finding.
Rotator Cuff / Impingement
| Test | Technique | Positive Finding | Significance |
|---|
| Neer's sign | Passive forward flexion >90° with scapula stabilized | Pain | Impingement syndrome |
| Hawkins-Kennedy | Passive 90° FF + internal rotation | Pain | Impingement syndrome |
| Jobe's (Empty Can) | Arm at 90° abduction in scapular plane, full IR; resist downward pressure | Pain or weakness | Supraspinatus lesion |
| Drop-arm test | Arm passively placed in FF, then released | Unable to maintain position | Supraspinatus tear |
| Lift-off test (Gerber's) | Arm behind back, IR; patient lifts hand off back | Unable to lift hand | Subscapularis lesion |
| Belly-press test | Elbow held anterior; patient pushes belly | Elbow drops posteriorly | Subscapularis lesion |
| Bear-hug test | Hand on opposite shoulder; examiner tries to lift it | Unable to maintain | Subscapularis lesion |
| Hornblower's sign | Resisted ER at 90° abduction | Weakness | Infraspinatus/teres minor lesion |
Shoulder Instability
| Test | Technique | Positive Finding | Significance |
|---|
| Apprehension test | Supine/standing, 90° abduction + ER | Apprehension (not just pain) | Anterior instability |
| Relocation test | Posterior force during apprehension test | Apprehension relieved | Confirms anterior instability |
| Load-and-shift test | Anterior/posterior force on humeral head | Degree of translation | Graded laxity/instability |
| Sulcus sign | Inferior traction on arm at side | Gap below acromion | Inferior laxity/multidirectional instability |
| Jerk test | Posterior force + arm adduction + FF | Clunk sound | Posterior subluxation |
SLAP Lesion / Biceps
| Test | Technique | Positive Finding | Significance |
|---|
| O'Brien (Active Compression) | 10° adduction, 90° FF, max pronation vs. supination | Pain with pronation, relieved with supination | SLAP lesion |
| Speed's test | Resisted FF with elbow extended, forearm supinated | Pain in bicipital groove | Biceps tendinopathy |
| Yergason's test | Resisted supination with elbow at 90° | Pain in bicipital groove | Biceps tendinopathy |
| Crank test | Full abduction, humeral loading + rotation | Pain or clunk | SLAP lesion |
AC Joint
| Test | Technique | Positive Finding |
|---|
| Cross-body adduction (Scarf test) | Passive adduction across chest | Pain at ACJ |
| Horizontal adduction test | As above | Pain at ACJ or posterior capsule |
6. MEASUREMENTS
Document the following (compare both sides):
-
Length of arm: Angle of acromion to lateral epicondyle of humerus
- Shortened in subcoracoid dislocation, fracture neck of humerus/shaft
- Lengthened in subglenoid dislocation, fracture neck of scapula
-
Vertical circumference of axilla: Increased in any dislocation or proximal humerus fracture
7. NEUROVASCULAR EXAMINATION
Always document:
- Axillary nerve (C5): Sensation over regimental badge area; deltoid power (abduction 0-15°)
- Musculocutaneous nerve: Biceps power, sensation over lateral forearm
- Radial pulse: Distal vascular integrity (especially in anterior dislocation)
- Distal capillary refill and sensation in all fingers
8. SUMMARY BOX (Bailey & Love Format)
A concise documentation template:
SHOULDER EXAMINATION SUMMARY
Inspection (standing):
- Front: [asymmetry, deformity, swelling]
- Side: [muscle wasting]
- Back: [wasting, scapular position/winging]
Inspection (supine):
- Skin/scars: [present/absent, describe]
- Soft tissue: [wasting of deltoid/rotator cuff muscles]
- Deformity: [present/absent]
Palpation (sternum → scapula):
- SCJ: [tender/non-tender]
- Clavicle: [tender/non-tender, step deformity]
- ACJ: [tender/non-tender, prominent]
- Acromion: [tender/non-tender]
- Greater tuberosity: [tender/non-tender]
- Bicipital groove: [tender/non-tender]
- Axillary nerve territory sensation: [normal/reduced]
Movements (AROM / PROM, degrees):
- Flexion: R ___° / L ___°
- Extension: R ___° / L ___°
- Abduction: R ___° / L ___°
- External rotation: R ___° / L ___°
- Internal rotation: R T___/ L T___
- Painful arc: [present ___°-___° / absent]
Special Tests:
- Neer's sign: [+/-]
- Hawkins-Kennedy: [+/-]
- Jobe's (Empty Can): [+/-]
- Drop-arm test: [+/-]
- Lift-off test: [+/-]
- Apprehension test: [+/-]
- Relocation test: [+/-]
- Sulcus sign: [+/-]
- O'Brien test: [+/-]
- Speed's test: [+/-]
- Cross-body adduction: [+/-]
Measurements:
- Arm length (acromion to lat. epicondyle): R ___ cm / L ___ cm
- Hamilton's ruler test: [positive/negative]
Neurovascular:
- Axillary nerve: [intact/impaired]
- Radial pulse: [present/absent]
- Distal sensation: [normal/impaired]
Key Documentation Pearls
- Always compare bilaterally - document the normal side first as reference
- Apprehension (not just pain) is the positive finding for instability tests
- Painful arc must state the arc range (60-120° is the classic impingement arc)
- Document which scapula is stabilized during glenohumeral ROM to ensure you're measuring true glenohumeral movement
- In trauma, always document neurovascular status before and after any manipulation (axillary nerve and brachial plexus)
- Use Miller's Key Examination Points table as a quick reference grid
Sources: Bailey and Love's Short Practice of Surgery 28th Ed, p. 507-509; S. Das Manual on Clinical Surgery 13th Ed, p. 181-184; Miller's Review of Orthopaedics 9th Ed, Table 4.7; Campbell's Operative Orthopaedics 15th Ed 2026