The Bear-Hug Test: A New and Sensitive Test for Diagnosing
a Subscapularis Tear
Johannes R. H. Barth, M.D., Stephen S. Burkhart, M.D., and Joe F. De Beer, M.D.
Purpose: It was our intent to devise a new clinical test that would more accurately diagnose
subscapularis tears than the current clinical tests. This new test is called the bear-hug test. The
purpose of this study was to assess the bear-hug test and compare it with the current tests of
subscapularis function (lift-off, belly-press, and Napoleon tests). Methods: Between January 2004
and March 2004, 68 consecutive patients scheduled for an arthroscopic procedure were evaluated
preoperatively; the preoperative clinical examination findings were then correlated with arthroscopic
findings. Lift-off, belly-press, Napoleon, and bear-hug tests were included in the examination.
Furthermore, for the belly-press and bear-hug tests, the strength was precisely quantified by means
of an electronic digital tensiometer (Kern HBC). Diagnostic arthroscopy was the reference that
determined the actual pathologic lesions. Results: Subscapularis tears occurred with a prevalence
rate of 29.4%. Of the subscapularis tears, 40% were not predicted by preoperative assessment by use
of all of the tests. The bear-hug test was found to be the most sensitive test (60%) of all of those
studied (belly-press test, 40%; Napoleon test, 25%; and lift-off test, 17.6%). In contrast, all 4 tests
had a high specificity (lift-off test, 100%; Napoleon test, 97.9%; belly-press test, 97.9%; and bear-hug
test, 91.7%). No statistically significant difference was found between the area under the receiver
operating characteristic curve of the bear-hug test and that of the belly-press test in diagnosing a torn
subscapularis. However, the areas under the receiver operating characteristic curve for both the
bear-hug test and the belly-press test were significantly greater than those for the lift-off and
Napoleon tests (P .05). Positive bear-hug and belly-press tests suggest a tear of at least 30% of the
subscapularis, whereas a positive Napoleon test indicates that greater than 50% of the subscapularis
is torn. Furthermore, a positive lift-off test is not found until at least 75% of the subscapularis is torn.
Conclusions: The bear-hug test optimizes the chance of detecting a tear of the upper part of the
subscapularis tendon. Moreover, because the bear-hug test represents the most sensitive test, it can
be considered to be the most likely clinical test to alert the surgeon to a possible subscapularis tear.
Performing all of the subscapularis tests is useful in predicting the size of the tear. Level of Evidence:
Level I, diagnostic study: testing of previously developed criteria in a series of consecutive patients
with arthroscopy used as the criterion standard. Key Words: Bear-hug test—Subscapularis—Rotator
cuff tear—Shoulder—Rotator cuff tendon.
D
espite the importance of the subscapularis as a
major muscle of the rotator cuff, there are few
clinical tests that can detect tears or dysfunction of this
muscle-tendon unit. Gerber and colleagues described
the lift-off test in 1991
1
and the belly-press test in
1996.
2
The Napoleon test, first described by Schwam-
born and Imhoff
3
and further refined by Burkhart and
Tehrany,
4
is a graded test related to the percentage of
the tendon that is torn.
Tokish et al.,
5
in an electromyographic study, showed
that the belly-press test activated the upper subscapularis
muscle significantly more than the lift-off test whereas
the lift-off test caused greater activation of the lower
From The San Antonio Orthopaedic Group (J.R.H.B., S.S.B.),
San Antonio, Texas, U.S.A.; Cape Shoulder Institute (J.F.B.), Cape
Town, South Africa; and Department of Anatomy and Histology,
Faculty of Health Sciences, University of Stellenbosch (J.F.B.),
Cape Town, South Africa.
Address correspondence and reprint requests to Stephen S.
Burkhart, M.D., 540 Madison Oak Dr, Suite 620, San Antonio, TX
78258, U.S.A. E-mail: ssburkhart@msn.com
© 2006 by the Arthroscopy Association of North America
0749-8063/06/2210-4534$32.00/0
doi:10.1016/j.arthro.2006.05.005
1076 Arthroscopy: The Journal of Arthroscopic and Related Surgery, Vol 22, No 10 (October), 2006: pp 1076-1084