How to document shoulder examination in orthopedic

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shoulder examination documentation orthopedic format template

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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:

StructureSignificance
Sternoclavicular jointSCJ dislocation/arthritis
Clavicle (full length)Clavicle fracture
Acromioclavicular jointACJ sprain/OA
Acromion processImpingement
Coracoid processCoracoid fracture, pectoralis minor tendinopathy
Greater tuberosityRotator cuff insertional tenderness
Bicipital grooveBiceps tendinopathy
Glenohumeral joint lineJoint 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:
MovementNormal RangeNotes
Forward Flexion0-180°
Extension0-60°
Abduction0-180°Note if painful arc present
Adduction0-50°
External Rotation (arm at side)0-60-90°
Internal RotationTo T12 vertebra levelRecord 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

TestTechniquePositive FindingSignificance
Neer's signPassive forward flexion >90° with scapula stabilizedPainImpingement syndrome
Hawkins-KennedyPassive 90° FF + internal rotationPainImpingement syndrome
Jobe's (Empty Can)Arm at 90° abduction in scapular plane, full IR; resist downward pressurePain or weaknessSupraspinatus lesion
Drop-arm testArm passively placed in FF, then releasedUnable to maintain positionSupraspinatus tear
Lift-off test (Gerber's)Arm behind back, IR; patient lifts hand off backUnable to lift handSubscapularis lesion
Belly-press testElbow held anterior; patient pushes bellyElbow drops posteriorlySubscapularis lesion
Bear-hug testHand on opposite shoulder; examiner tries to lift itUnable to maintainSubscapularis lesion
Hornblower's signResisted ER at 90° abductionWeaknessInfraspinatus/teres minor lesion

Shoulder Instability

TestTechniquePositive FindingSignificance
Apprehension testSupine/standing, 90° abduction + ERApprehension (not just pain)Anterior instability
Relocation testPosterior force during apprehension testApprehension relievedConfirms anterior instability
Load-and-shift testAnterior/posterior force on humeral headDegree of translationGraded laxity/instability
Sulcus signInferior traction on arm at sideGap below acromionInferior laxity/multidirectional instability
Jerk testPosterior force + arm adduction + FFClunk soundPosterior subluxation

SLAP Lesion / Biceps

TestTechniquePositive FindingSignificance
O'Brien (Active Compression)10° adduction, 90° FF, max pronation vs. supinationPain with pronation, relieved with supinationSLAP lesion
Speed's testResisted FF with elbow extended, forearm supinatedPain in bicipital grooveBiceps tendinopathy
Yergason's testResisted supination with elbow at 90°Pain in bicipital grooveBiceps tendinopathy
Crank testFull abduction, humeral loading + rotationPain or clunkSLAP lesion

AC Joint

TestTechniquePositive Finding
Cross-body adduction (Scarf test)Passive adduction across chestPain at ACJ
Horizontal adduction testAs abovePain at ACJ or posterior capsule

6. MEASUREMENTS

Document the following (compare both sides):
  1. 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
  2. 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
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