Three Practical, Repeatable Screening Pathways
This chapter turns the course sequence into three “grab-and-go” pathways you can repeat in busy practice. Each pathway follows the same logic: start broad, narrow quickly based on symptom behavior, choose only the tests that answer a specific question, then reassess to confirm you learned something useful. Use the decision trees to decide whether to proceed, modify testing, or refer.
How to Use These Pathways (Quick Rules)
- One step = one question. Example: “Does active motion reproduce the patient’s familiar pain?”
- Stop adding tests when the next test won’t change your plan.
- Reassess the comparable sign (the movement or symptom you can reliably reproduce) after your key test or quick intervention to confirm relevance.
- Document in a brief, repeatable format so you can compare across visits.
1) Neck Pain Pathway
Decision Tree (Proceed / Modify / Refer)
START: Neck pain presentation (with/without arm symptoms)1) Observation (guarding, head/shoulder position, willingness to move, irritability)IF severe distress, rapidly worsening neuro symptoms, or you cannot safely position the patient → REFER / URGENT MEDICAL REVIEWELSE → PROCEED2) Cervical AROM (flex/ext/rot/side-bend; note range, quality, symptom response)IF marked symptom escalation, dizziness/visual change, or intolerance to testing → MODIFY TESTING (smaller ranges, supported positions) and consider referral if concerningELSE → PROCEED3) Quick neuro screen IF indicated (arm pain/tingling/numbness/weakness, below-elbow symptoms)IF progressive weakness or multi-domain objective deficits → REFER / EXPEDITEELSE → PROCEED4) Choose targeted tests (each with a rationale)5) Reassess comparable sign (repeat key AROM or symptom-provoking task)Step-by-Step Workflow
Step 1: Observation (30–60 seconds)
- What you’re looking for: protective posture, head position, shoulder elevation, facial expression, willingness to rotate, trunk substitution to avoid neck motion.
- Clinical use: sets the irritability level and tells you how aggressively to test AROM.
Step 2: Cervical AROM (your primary screen)
- Do: flexion, extension, rotation L/R, side-bend L/R.
- Record: most limited direction, pain location (central vs unilateral), symptom spread (neck only vs into arm), and quality (smooth vs hinging/jerky).
- Comparable sign: choose one movement that reliably reproduces the main complaint (e.g., right rotation reproduces right neck pain).
Step 3: Quick Neuro Screen (only if indicated)
Indications: arm symptoms, symptoms below the elbow, reported weakness/clumsiness, or pain that behaves like nerve irritation. Keep it brief: choose the minimum set that answers “Is there objective neuro involvement today?”
- Minimum set approach: test 1 key myotome + 1 key dermatome + 1 reflex relevant to the complaint side/level, then expand only if abnormal.
- Interpretation rule: a single mild finding may be monitored; a pattern (motor + sensory + reflex change) increases concern and may change your plan.
Step 4: Test Rationale Choices (pick 1–3, not 8)
Choose tests based on what AROM and symptoms suggest. Each test should answer a specific question.
| Clinical question | When it fits | Test category to choose | What you do with the result |
|---|---|---|---|
| Is this likely cervical radicular involvement? | Arm symptoms, worse with neck positions, neuro screen possibly positive | Radicular provocation/relief cluster (choose the smallest set you use reliably) | Positive pattern → modify loading, consider referral if severe/progressive; negative pattern → consider local neck/shoulder sources |
| Is pain primarily local/mechanical? | Neck-only pain, predictable with motion, no neuro signs | Segmental provocation or movement control screen (choose one) | Directs you toward mobility vs control emphasis; reassess AROM after a brief trial |
| Is shoulder contributing to the complaint? | Pain near upper trapezius, symptoms with reaching, unclear neck AROM relationship | Quick shoulder clearing movement(s) | If shoulder reproduces main pain → broaden plan; if not → stay cervical-focused |
Step 5: Reassessment (confirm relevance)
- Repeat the comparable sign (e.g., right rotation) after your key test or brief intervention (e.g., posture cue, gentle repeated movement, or unloading position).
- Meaningful change examples: increased range, reduced pain intensity, reduced symptom spread, improved movement quality.
Typical Findings (Neck Pain)
- Local mechanical neck pain: one or two directions limited, pain stays in neck/upper shoulder, neuro screen normal.
- Possible radicular pattern: arm symptoms with neck movement, symptom spread below elbow, provocation/relief tests trend positive, neuro screen may show asymmetry.
- Movement avoidance pattern: very guarded AROM, trunk substitution, inconsistent symptom report—often requires modified testing and slower progression.
Common Errors (Neck Pain)
- Running a full neuro screen on every neck pain patient regardless of symptoms (adds time without changing decisions).
- Adding multiple special tests without a clear question, then over-weighting a single positive test.
- Failing to define and reassess a comparable sign, so you cannot judge whether your testing/intervention was relevant.
- Pushing into high-irritability end ranges when observation suggests low tolerance.
How to Document a Brief Assessment Summary (Neck Pain)
Primary complaint: R neck pain with rotation; no arm symptoms (or: intermittent paresthesia to thumb)AROM: R rot limited/painful; ext reproduces familiar pain; flex WNL; quality = guardedNeuro screen (if indicated): key findings only (e.g., C6 myotome 4/5 R; sensation ↓ C6; reflexes symmetric)Targeted tests + rationale: radicular cluster due to below-elbow symptoms; shoulder clearing due to reaching painComparable sign + reassessment: R rotation pain 6/10 → 3/10 after unloading/positioning2) Thoracic Stiffness Pathway
Decision Tree (Proceed / Modify / Refer)
START: Thoracic stiffness / mid-back tightness (often posture- or breathing-related)1) Posture + breathing observation (rib flare, apical vs diaphragmatic pattern, guarded respiration)IF chest pain, unexplained shortness of breath, systemic unwellness, or symptoms not mechanically influenced → REFER / MEDICAL REVIEWELSE → PROCEED2) Thoracic AROM (rotation, extension, side-bend; symptom response)IF sharp, non-mechanical pain or rapid escalation with minimal motion → MODIFY TESTING and consider referral if concerningELSE → PROCEED3) Check contribution from neck/shoulder mechanics (quick clearing)IF neck/shoulder motion reproduces the main thoracic complaint → MODIFY PATHWAY (treat as regional interdependence; screen adjacent region)ELSE → PROCEED4) Caution signs check (night pain not changing with position, unexplained weight loss, fever, significant trauma, osteoporosis risk)IF present → REFER / MEDICAL REVIEWELSE → PROCEED5) Reassess comparable sign (repeat thoracic motion or breathing task)Step-by-Step Workflow
Step 1: Posture and Breathing Observation (fast but high yield)
- Posture snapshot: thoracic kyphosis, scapular position, rib flare, habitual extension “hinge” at thoracolumbar junction.
- Breathing snapshot: upper chest dominant breathing, breath holding, asymmetrical rib expansion, pain with deep breath.
- Comparable sign options: “deep breath discomfort,” “rotation to the right feels blocked,” or “extension feels stuck.”
Step 2: Thoracic AROM (choose 2–3 key motions)
- Rotation: seated or quadruped; note symmetry and end-feel (stiff vs painful).
- Extension: seated extension over chair back or wall-assisted; watch for lumbar substitution.
- Side-bend: standing; note whether symptoms are local, wrapping around ribs, or referred.
Interpretation shortcut: “Stiff but not painful” often behaves differently from “painful and protective.” Stiffness tends to show a firm end-feel and consistent limitation; protective pain tends to show variable range and guarding.
Step 3: Contribution From Neck/Shoulder Mechanics (regional interdependence check)
Thoracic complaints frequently reflect how the neck and shoulder girdle are moving. You are not doing a full adjacent-region assessment here—just a quick check to avoid missing the driver.
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- Neck contribution check: does cervical rotation/extension reproduce the mid-back complaint or change thoracic rotation?
- Shoulder/scapula contribution check: does arm elevation or scapular retraction/protraction reproduce the thoracic symptoms?
- Decision rule: if the main symptom is reproduced more clearly by neck/shoulder mechanics than by thoracic AROM, shift your focus to that region for deeper testing.
Step 4: Caution Signs (thoracic region deserves respect)
Because thoracic pain can occasionally reflect non-mechanical drivers, build a quick “pause point” into the pathway.
- Modify testing if the patient cannot tolerate deep breathing or rotation due to sharp pain—use smaller ranges, supported positions, and avoid repeated provocation.
- Refer if symptoms are not mechanically modulated, are accompanied by systemic features, or present as concerning chest symptoms.
Step 5: Reassessment
- Repeat the comparable sign: thoracic rotation range/quality, extension tolerance, or a deep breath.
- Look for: easier movement, less rib discomfort, reduced guarding, improved symmetry.
Typical Findings (Thoracic Stiffness)
- Postural stiffness pattern: limited extension and rotation, minimal pain, breath feels “restricted,” lumbar substitution during extension.
- Rib/thoracic irritability pattern: rotation or deep breath reproduces localized or wrapping discomfort; patient guards and avoids full inhalation.
- Adjacent-region driver: thoracic complaint changes substantially when neck posture or scapular position is altered; shoulder elevation reproduces symptoms more than thoracic AROM.
Common Errors (Thoracic Stiffness)
- Assuming “mid-back tightness” is always thoracic joint stiffness and skipping breathing observation.
- Letting the lumbar spine do the work during thoracic extension tests (false negative for thoracic limitation).
- Failing to check whether neck/shoulder mechanics reproduce the complaint, leading to misdirected treatment.
- Over-testing painful rotation/deep breathing when irritability is high.
How to Document a Brief Assessment Summary (Thoracic Stiffness)
Primary complaint: Mid-thoracic stiffness, worse after desk work; deep breath feels restricted; no systemic symptoms reportedObservation: Apical breathing + rib flare; mild kyphosis; scapulae protractedThoracic AROM: Rotation R limited with firm end-feel; extension limited with lumbar substitution; pain minimalAdjacent contribution: Shoulder elevation increases symptoms; cervical AROM does notComparable sign + reassessment: Seated rotation R improved after scapular positioning cue; breathing feels easier3) Low Back Pain Pathway
Decision Tree (Proceed / Modify / Refer)
START: Low back pain (with/without leg symptoms)1) Functional movements (sit-to-stand, forward bend to reach, gait/step, squat as tolerated)IF unable to weight-bear safely, severe pain with minimal movement, or rapidly worsening neuro symptoms → MODIFY TESTING and consider referralELSE → PROCEED2) Lumbar AROM (flex/ext/side-glide or side-bend/rotation as you use; note symptom response)IF marked peripheralization or intolerance → MODIFY TESTING (smaller ranges, supported positions)ELSE → PROCEED3) Neuro screen for leg symptoms IF indicated (pain below knee, numbness/tingling, weakness)IF progressive motor deficit or multi-domain objective deficits → REFER / EXPEDITEELSE → PROCEED4) Choose targeted special tests (each with a rationale)5) Reassess comparable sign (repeat functional task or lumbar AROM)Step-by-Step Workflow
Step 1: Functional Movements (start with what matters)
Low back pain is often best understood through tasks the patient actually struggles with. Pick 2–3 movements that are safe and relevant.
- Examples: sit-to-stand, forward bend to mid-shin, picking up a light object, short walk, step-up, squat to chair.
- What to record: pain location, willingness to load, speed, use of hands on thighs, asymmetry/shift, and whether symptoms travel into the leg.
- Comparable sign: the task that most reliably reproduces symptoms (e.g., sit-to-stand causes sharp pain at initiation; forward bend causes leg symptoms).
Step 2: Lumbar AROM (confirm pattern and irritability)
- Do: flexion and extension first; add side-bend/side-glide/rotation depending on your standard.
- Key observation: does pain stay local, centralize, or spread further into the leg?
- Quality markers: painful arc, reversal of lumbopelvic rhythm, lateral shift, guarded return from flexion.
Step 3: Neuro Screen for Leg Symptoms (only if indicated)
Indications: symptoms below the knee, numbness/tingling, reported weakness, or clear nerve-like pain behavior. Keep it targeted and expand only if abnormal.
- Minimum set approach: one key myotome + one key dermatome + one reflex relevant to the symptom distribution; compare sides.
- Escalation rule: objective weakness that is new or worsening should move you toward referral rather than “watch and wait.”
Step 4: Special Test Rationale Choices (choose what answers your question)
Special tests are not a checklist. Choose them to clarify whether leg symptoms are likely neural mechanosensitivity, whether hip/SI region may be contributing, or whether a specific loading direction is provocative/relieving.
| Clinical question | When it fits | Test category to choose | What you do with the result |
|---|---|---|---|
| Are leg symptoms consistent with neural mechanosensitivity? | Leg pain/tingling, worse with flexion-based tasks, below-knee symptoms | Neural tension/provocation test (choose one primary) | Positive → modify irritability, avoid aggressive stretching, use graded exposure; negative → consider referred pain or local sources |
| Is there a directional loading preference? | Symptoms clearly change with repeated flexion/extension or sustained positions | Repeated movement / sustained loading screen (choose the direction suggested by AROM) | Improvement/centralization → use that direction for early management; worsening/peripheralization → avoid and reassess strategy |
| Is hip contribution likely? | Pain with squatting/hinging, limited hip motion, symptoms not clearly lumbar-driven | Quick hip clearing (ROM or provocation as appropriate) | Hip reproduces symptoms → broaden plan; hip negative → keep lumbar focus |
| Is SI region a plausible contributor? | Buttock-dominant pain, pain with transfers, unclear lumbar AROM relationship | SI provocation cluster (only if it will change management) | Positive cluster → consider SI load management; negative → de-emphasize SI as primary driver |
Step 5: Reassessment (the “did it matter?” step)
- Repeat the comparable sign: the functional task (sit-to-stand) or the most provocative lumbar AROM direction.
- Meaningful change examples: less pain on initiation, improved hinge strategy, reduced leg symptom spread, improved confidence/speed.
Typical Findings (Low Back Pain)
- Local mechanical LBP: pain stays in back/buttock, predictable with flexion or extension, neuro screen normal.
- Possible radicular involvement: leg symptoms below knee, provocation with lumbar movements, neuro screen may show asymmetry, neural tension test may be positive.
- Load-intolerant pattern: functional tasks provoke more than isolated AROM; patient uses hands to stand, avoids hip hinge, moves slowly and guarded.
Common Errors (Low Back Pain)
- Starting with special tests before watching the patient move (misses the functional driver and irritability level).
- Testing end-range lumbar flexion repeatedly when leg symptoms are easily provoked (unnecessary flare-up risk).
- Interpreting a single positive special test as a diagnosis rather than part of a pattern.
- Skipping reassessment, so you cannot tell whether your chosen test or cue was clinically relevant.
How to Document a Brief Assessment Summary (Low Back Pain)
Primary complaint: Central LBP with sit-to-stand and forward bending; intermittent leg ache to calf (R)Functional: Sit-to-stand painful at initiation; uses hands; gait WNLLumbar AROM: Flexion limited with leg symptom increase; extension reduces leg symptoms (or: increases back pain)Neuro screen (if indicated): key findings only (e.g., R ankle DF 4/5; sensation ↓ lateral leg; reflex asymmetry)Targeted tests + rationale: neural tension test due to below-knee symptoms; repeated loading screen due to clear movement responseComparable sign + reassessment: Forward bend leg symptoms 5/10 → 2/10 after directional loading trial and hinge cue