An assessment of the interexaminer reliability of tests for
shoulder instability
Anthony Tzannes, BSc(Med), MBBS, Anastasios Paxinos, MBBS, FRACS, Mary Callanan, MBBS, and
George A. C. Murrell, MBBS, DPhil, Sydney, Australia
Accurate noninvasive clinical tests of shoulder instabil-
ity are important in assessing and planning treatment
for glenohumeral joint instability. An interexaminer
agreement trial was undertaken to estimate the reliabil-
ity of commonly used clinical tests for shoulder instabil-
ity. Thirteen patients with a history suggestive of insta-
bility, who had been referred to a shoulder specialist
for treatment of their symptomatic shoulders, were ex-
amined by four examiners of differing experience.
Good to excellent interexaminer agreement was found
for most variations of the load-and-shift test, with the
best agreement in the 90° abducted position for the
anterior direction (intraclass correlation coefficient
[ICC] = 0.72) and in the 0° abducted position for the
posterior (ICC = 0.68) and inferior (ICC = 0.79) di-
rections. Fair to good interexaminer reliability was
found for the sulcus sign (ICC = 0.60). With regard to
the provocative tests, agreement was best when appre-
hension was used as the criterion for a positive test
and was better for the relocation (ICC = 0.71) and
release tests (ICC = 0.63) than for the apprehension
(ICC = 0.47) and augmentations tests (ICC = 0.48).
Reliability was poor (ICC 0.31) when pain was
used as the criterion for a positive test. These results
indicate that the load-and-shift, sulcus, and provocative
tests (apprehension, augmentation, relocation, and
release) are reliable clinical tests for instability in
symptomatic patients when care is taken with respect
to arm positioning and if apprehension is used as the
criterion for a positive provocative test. (J Shoulder
Elbow Surg 2004;13:18-23.)
T he glenohumeral joint is the most commonly dislo-
cated joint. Dislocation most frequently occurs in the
anterior direction when the arm is forcibly abducted
and externally rotated, and it is usually painful and
disabling. Dislocations can also occur posteriorly,
inferiorly, or in multiple directions and often require
surgical intervention. Excess glenohumeral joint trans-
lation, without frank dislocation, can be asymptom-
atic but can also cause symptoms and impair perfor-
mance. A number of clinical tests have been
described to assess glenohumeral joint translation
and to reproduce or provoke symptoms of glenohu-
meral joint instability. If the results of these tests are to
be valuable for clinical prediction and screening, they
must be both valid and reliable. Validity (lack of
systematic error bias) is defined as the extent to which
a measure correctly evaluates the desired trait. Valid-
ity was not addressed in this study. Reliability is
defined as the extent to which a measure is repeat-
able and, therefore, represents the degree of nonsys-
tematic error. Reliability can be estimated from mea-
surements made by different raters on the same
material (agreement). Two types of agreement can be
distinguished according to whether one rater makes
two or more measurements on the same material
(intraexaminer) or whether each of several raters
independently measures the same material (interex-
aminer).
The purpose of this study was to determine the
intraexaminer reliability of 13 clinical tests for shoul-
der instability.
MATERIALS AND METHODS
The subjects included in this study were (1) patients
whose shoulder was sufficiently symptomatic to warrant
referral to an orthopaedic shoulder specialist and (2) those
whose history was suggestive of or suspicious for glenohu-
meral joint instability. Patients were excluded if (1) there
was a history of previous surgery or (2) they had significant
loss of glenohumeral joint motion (ie, they had less than 30°
external rotation, less than 90° forward flexion, or less than
90° abduction or could internally rotate their arm to no
greater than L5).
4
There were 25 patients who met the inclusion criteria for
this study. Of these, 12 were excluded because the shoul-
der was too painful to be examined by all 4 examiners or
From the Sports Medicine and Shoulder Service, Orthopaedic
Research Institute, St George Hospital Campus, University of
New South Wales.
Funded by the St George Hospital/South Eastern Sydney Area
Health Service.
Reprint requests: George A. C. Murrell, MBBS, DPhil, Department
of Orthopaedic Surgery, St George Hospital Campus, University
of New South Wales, Kogarah, Sydney, 2217, NSW, Australia
(E-mail: murrell.g@ori.org.au).
Copyright © 2004 by Journal of Shoulder and Elbow Surgery
Board of Trustees.
1058-2746/2004/$35.00 + 0
doi:10.1016/j.jse.2003.09.002
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