Abstract
Purpose
To evaluate the psychometric properties of self-administered patient-reported outcome (PRO) questionnaires which were used in non-surgical homogeneous populations with musculoskeletal shoulder disorders.
Methods
The included studies were identified using eligibility criteria. The methodological quality of each article was assessed using the COSMIN checklist. The psychometric properties of original versions and translated versions of PROs were also assessed.
Results
Twenty articles were included. Two musculoskeletal shoulder disorders were identified that met the selection criteria: rotator cuff disease and glenohumeral instability. A total of 11 PROs were identified. In general, the methodological quality of the included studies is fair or poor. The Western Ontario Rotator Cuff Index (WORC) and the Shoulder Pain and Disability Index (SPADI) are the most frequently evaluated PROs for patients with rotator cuff disease, and their psychometric properties seem to vary according to what language that they are in. For glenohumeral instability, the Western Ontario Shoulder Instability Index (WOSI) and the Oxford Instability Shoulder Score (OISS) are the most frequently evaluated PROs, and their psychometric properties seem to be adequate.
Conclusion
Using for rotator cuff disease is advised, for Norwegian users, the SPADI, WORC, Oxford Shoulder Score, and disabilities of the arm, shoulder and hand. Dutch and Persian users could use the WORC. For Greek speakers, the SPADI is recommended. Turkish users could use the rotator cuff quality-of-life measure. For glenohumeral instability, Dutch and Norwegian speakers could use the WOSI and the OISS. Italian, Japanese, and Turkish users could use the WOSI. For English users, the OISS and the Shoulder Rating Questionnaire are recommended.
Level of evidence
III.
Similar content being viewed by others
References
Luime JJ, Koes BW, Hendriksen IJM, Burdorf A, Verhagen AP, Miedema HS, Verhaar JAN (2004) Prevalence and incidence of shoulder pain in the general population; a systematic review. Scand J Rheumatol 33:73–81
Bennell K, Wee E, Coburn S, Green S, Harris A, Staples M, Forbes A, Buchbinder R (2010) Efficacy of standardised manual therapy and home exercise programme for chronic rotator cuff disease: randomised placebo controlled trial. Br Med J 340:c2756
Black N (2013) Patient reported outcome measures could help transform healthcare. BMJ 346:f167
Haywood KL (2006) Patient-reported outcome I: measuring what matters in musculoskeletal care. Musculoskelet Care 4:187–203
Terwee CB, Bot SDM, de Boer MR, van der Windt DAWM, Knol DL, Dekker J, Bouter LM, de Vet HCW (2007) Quality criteria were proposed for measurement properties of health status questionnaires. J Clin Epidemiol 60:34–42
Terwee CB, Mokkink LB, Knol DL, Ostelo RWJG, Bouter LM, de Vet HCW (2012) Rating the methodological quality in systematic reviews of studies on measurement properties: a scoring system for the COSMIN checklist. Qual Life Res 21:651–657
Huang H, Grant JA, Miller BS, Mirza FM, Gagnier JJ (2015) A systematic review of the psychometric properties of patient-reported outcome instruments for use in patients with rotator cuff disease. Am J Sports Med 43:2572–2582
Thoomes-de Graaf M, Scholten-Peeters GGM, Schellingerhout JM, Bourne AM, Buchbinder R, Koehorst M, Terwee CB, Verhagen AP (2016) Evaluation of measurement properties of self-administered PROMs aimed at patients with non-specific shoulder pain and”activity limitations”: a systematic review. Qual Life Res 25:2141–2160
Karanicolas PJ, Bhandari M, Kreder H, Moroni A, Richardson M, Walter SD, Norman GR, Guyatt GH (2009) Evaluating agreement: conducting a reliability study. J Bone Jt Surg Am 91(Suppl 3):99–106
Tashjian RZ, Deloach J, Green A, Porucznik CA, Powell AP (2010) Minimal clinically important differences in ases and simple shoulder test scores after nonoperative treatment of rotator cuff disease. J Bone Jt Surg Am 92(2):296–303
Beaton DE, Bombardier C, Guillemin F, Ferraz MB (2000) Guidelines for the process of cross-cultural adaptation of self-report measures. Spine (Phila Pa 1976) 25:3186–3191
Revicki D, Hays RD, Cella D, Sloan J (2008) Recommended methods for determining responsiveness and minimally important differences for patient-reported outcomes. J Clin Epidemiol 61:102–109
Angst F, Aeschlimann A, Angst J (2017) The minimal clinically important difference raised the significance of outcome effects above the statistical level, with methodological implications for future studies. J Clin Epidemiol 82:128–136
Terwee CB, Roorda LD, Dekker J, Bierma-Zeinstra SM, Peat G, Jordan KP, Croft P, de Vet HCW (2010) Mind the MIC: large variation among populations and methods. J Clin Epidemiol 63(5):524–534
Terwee CB, de Vet H, Prinsen C, Mokkink LB (2011) Protocol for systematic reviews of measurement properties. http://www.cosmin.nl. Accessed 21 May 2017
Terwee CB, Jansma EP, Riphagen II, De Vet HCW (2009) Development of a methodological PubMed search filter for finding studies on measurement properties of measurement instruments. Qual Life Res 18:1115–1123
Mokkink LB, Terwee CB, Knol DL, Stratford PW, Alonso J, Patrick DL, Bouter LM, de Vet HC (2010) The COSMIN checklist for evaluating the methodological quality of studies on measurement properties: a clarification of its content. BMC Med Res Methodol 10:22
Mokkink LB, Terwee CB, Patrick DL, Alonso J, Stratford PW, Knol DL, Bouter LM, de Vet HCW (2010) The COSMIN study reached international consensus on taxonomy, terminology, and definitions of measurement properties for health-related patient-reported outcomes. J Clin Epidemiol 63:737–745
Schellingerhout JM, Heymans MW, Verhagen AP, de Vet HC, Koes BW, Terwee CB (2011) Measurement properties of translated versions of neck-specific questionnaires: a systematic review. BMC Med Res Methodol 11:87
Furlan AD, Pennick V, Bombardier C, van Tulder MW, Editorial Board of the Cochrane Back Review Group (2009) 2009 updated method guidelines for systematic reviews in the Cochrane Back Review Group. Spine (Phila Pa 1976) 34:1929–1941
Van Tulder M, Furlan A, Bombardier C, Bouter L, Editorial Board of the Cochrane Collaboration Back Review Group (2003) Updated method guidelines for systematic reviews in the Cochrane Collaboration Back Review Group. Spine (Phila Pa 1976) 28:1290–1299
Kirkley S, Alvarez CAG (2003) The development and evaluation of a disease-specific quality of life measurement tool for rotator cuff disease: the Western Ontario Rotator Cuff Index. Clin J Sport Med 13:84–92
Hollinshead RM, Mohtadi NGH, Vande Guchte RA, Wadey VMR (2000) Two 6-year follow-up studies of large and massive rotator cuff tears: comparison of outcome measures. J Shoulder Elbow Surg 9:373–381
Roach KE, Budiman-Mak E, Songsiridej N, Lertratanakul Y (1991) Development of a Shoulder Pain and Disability Index. Arthritis Care Res 4(4):143–149
Dawson J, Fitzpatrick R, Carr A (1996) Questionnaire on the perceptions of patients about shoulder surgery. J Bone Jt Surg Br 78(4):593–600
Lippitt SB, Harryman DT, Matsen FA (1993) A practical tool for evaluating function: the simple shoulder test. In: Matsen FA III, Fu FH, Hawkins RJ (eds) The shoulder: a balance of mobility and stability. American Academy of Orthopedic Surgery, Rosemont, pp 501–518
Hudak PL, Amadio PC, Bombardier C (1996) Development of an upper extremity outcome measure: the DASH (disabilities of the arm, shoulder, and head). Am J Ind Med 29:602–608
Van Der Heijden GJMG, Leffers P, Bouter LM (2000) Shoulder disability questionnaire design and responsiveness of a functional status measure. J Clin Epidemiol 53:29–38
Kirkley A, Griffin S, McLintock H, Ng L (1998) The development and evaluation of a disease-specific quality of life measurement tool for shoulder instability. the Western Ontario Shoulder Instability Index (WOSI). Am J Sports Med 26:764–772
Dawson J, Fitzpatrick R, Carr A (1999) The assessment of shoulder instability. The development and validation of a questionnaire. J Bone Jt Surg 81(3):420–426
L’Insalata JC, Warren RF, Cohen SB, Altchek DW, Peterson MG (1997) A self-administered questionnaire for assessment of symptoms and function of the shoulder. J Bone Jt Surg Am 79:738–748
Brooks R (1996) EuroQol: the current state of play. Health Policy 37:53–72
Altman D (1991) Practical statistics for medical research. Chapman and Hall, London
Cloke DJ, Lynn SE, Watson H, Steen IN, Purdy S, Williams JR (2005) A comparison of functional, patient-based scores in subacromial impingement. J Shoulder Elb Surg 14:380–384
Ekeberg OM, Bautz-Holter E, Tveitå EK, Keller A, Juel NG, Brox JI (2008) Agreement, reliability and validity in 3 shoulder questionnaires in patients with rotator cuff disease. BMC Musculoskelet Disord 9:68
Haldorsen B, Svege I, Roe Y, Bergland A (2014) Reliability and validity of the Norwegian version of the disabilities of the arm, shoulder and hand questionnaire in patients with shoulder impingement syndrome. BMC Musculoskelet Disord 15:78
Dogu B, Sahin F, Ozmaden A, Yilmaz F, Kuran B (2013) Which questionnaire is more effective for follow-up diagnosed subacromial impingement syndrome? A comparison of the responsiveness of SDQ, SPADI and WORC index. J Back Musculoskelet Rehabil 26:1–7
El O, Bircan C, Gulbahar S, Demiral Y, Sahin E, Baydar M, Kizil R, Griffin S, Akalin E (2006) The reliability and validity of the Turkish version of the western Ontario rotator cuff index. Rheumatol Int 26:1101–1108
Gunes T, Erkorkmaz U, Kurnaz R, Bilgic E, Asci M (2014) Rotator cuff-quality of life scale: adaptation to Turkish. Knee Surg Sports Traumatol Arthrosc 23:603–607
Vrouva S, Batistaki C, Koutsioumpa E, Kostopoulos D, Stamoulis E, Kostopanagiotou G (2016) The Greek version of Shoulder Pain and Disability Index (SPADI): translation, cultural adaptation, and validation in patients with rotator cuff tear. J Orthop Traumatol 17:315–326
Wessel RN, Wolterbeek N, Fermont AJM, van Mameren H, Sonneveld H, Griffin S, de Bie R (2013) The conceptually equivalent Dutch version of the Western Ontario Rotator Cuff Index (WORC)©. BMC Musculoskelet Disord 14:362
Mehta SP, Tiruttani R, Kaur MN, MacDermid J, Karim R (2015) Psychometric properties of the hindi version of the disabilities of arm, shoulder, and hand: a pilot study. Rehabil Res Pract 2015:482378
Mousavi SJ, Hadian MR, Abedi M, Montazeri A (2009) Translation and validation study of the Persian version of the Western Ontario Rotator Cuff Index. Clin Rheumatol 28:293–299
Alvarez-Nemegyei J, Puerto-Ceballos I, Guzman-Hau W, Bassol-Perea A, Nuno-Gutierrez BL (2005) Development of a Spanish-language version of the shoulder disability questionnaire. J Clin Rheumatol 11:185–187
Papalia R, Osti L, Leonardi F, Denaro V, Maffulli N (2010) RC-QOL score for rotator cuff pathology: adaptation to Italian. Knee Surg Sports Traumatol Arthrosc 18(10):1417–1424
Moser JS, Barker KL, Doll HA, Carr AJ (2008) Comparison of two patient-based outcome measures for shoulder instability after nonoperative treatment. J Shoulder Elb Surg 17(6):886–892
Skare Ø, Liavaag S, Reikerås O, Mowinckel P, Brox JI (2013) Evaluation of Oxford instability shoulder score, Western Ontario shoulder instability index and Euroqol in patients with SLAP (superior labral anterior posterior) lesions or recurrent anterior dislocations of the shoulder. BMC Res Notes 6:273
van der Linde JA, van Kampen DA, van Beers LWAH, van Deurzen DFP, Terwee CB, Willems WJ (2015) The Oxford Shoulder Instability Score; validation in Dutch and first-time assessment of its smallest detectable change. J Orthop Surg Res 10:146
van der Linde JA, Willems WJ, van Kampen DA, van Beers LWAH, van Deurzen DFP, Terwee CB (2014) Measurement properties of the Western Ontario Shoulder Instability index in Dutch patients with shoulder instability. BMC Musculoskelet Disord 15:211
Cacchio A, Paoloni M, Griffin SH, Rosa F, Properzi G, Padua L, Padua R, Carnelli F, Calvisi V, Santilli V (2012) Cross-cultural adaptation and measurement properties of an Italian version of the Western Ontario Shoulder Instability Index (WOSI). J Orthop Sports Phys Ther 42:559–567
Hatta T, Shinozaki N, Omi R, Sano H, Yamamoto N, Ando A, Sugaya H, Aizawa T, Kuriyama S, Itoi E (2011) Reliability and validity of the Western Ontario Shoulder Instability Index (WOSI) in the Japanese population. J Orthop Sci 16:732–736
Basar S, Gunaydin G, Hazar Kanik Z, Sozlu U, Alkan ZB, Pala OO, Citaker S, Kanatli U (2017) Western Ontario Shoulder Instability Index: cross-cultural adaptation and validation of the Turkish version. Rheumatol Int 37:1559–1565
Mokkink LB, Terwee CB, Patrick DL, Alonso J, Stratford PW, Knol DL, Bouter LM, de Vet HC (2012) The COSMIN checklist manual. http://www.cosmin.nl. Accessed 21 May 2017
Longo UG, Saris D, Poolman RW, Berton A, Denaro V (2012) Instruments to assess patients with rotator cuff pathology: a systematic review of measurement properties. Knee Surg Sports Traumatol Arthrosc 20(10):1961–1970
St-Pierre C, Desmeules F, Dionne CE, Frémont P, MacDermid JC, Roy J-S (2015) Psychometric properties of self-reported questionnaires for the evaluation of symptoms and functional limitations in individuals with rotator cuff disorders: a systematic review. Disabil Rehabil 8288:1–20
Rouleau DM, Faber K, MacDermid JC (2010) Systematic review of patient-administered shoulder functional scores on instability. J Shoulder Elb Surg 19:1121–1128
Valderas JM, Ferrer M, Mendívil J, Garin O, Rajmil L, Herdman M, Alonso J (2008) Development of EMPRO: a tool for the standardized assessment of patient-reported outcome measures. Value Health 11(4):700–708
Francis DO, McPheeters ML, Noud M, Penson DF, Feurer ID (2016) Checklist to operationalize measurement characteristics of patient-reported outcome measures. Syst Rev 5(1):129
Mokkink LB, de Vet HCW, Prinsen CAC, Patrick DL, Alonso J, Bouter LM, Terwee CB (2017) COSMIN risk of bias checklist for systematic reviews of patient-reported outcome measures. Qual Life Res 27:1171–1179
Harris JD, Quatman CE, Manring MM, Siston RA, Flanigan DC (2014) How to write a systematic review. Am J Sports Med 42:2761–2768
Acknowledgements
The authors acknowledge Xuanyan Xu who is the marketing manager for Embase at Elsevier, for her help with free trial access to Embase database.
Funding
None declared.
Author information
Authors and Affiliations
Contributions
ES and BU contributed to the study design. ES, GE, and BU contributed to the development of the search strategy, and performed of the searching. ES and GE selected studies, pooled the data, and performed the data synthesis. All authors contributed to the data interpretation. ES was the principal writer of the manuscript. All authors contributed to the writing of the final version.
Corresponding author
Ethics declarations
Conflict of interest
The authors declare that they have no conflict of interest.
Ethical approval
The study was approved by Noninvasive Research Ethics Board of Dokuz Eylül University School of Medicine (protocol no: 3180-GOA, decision number: 2017/05-11) and was pre-registered in PROSPERO (CRD42017058527), in March 2017.
Data sharing
All data are available in the submitted manuscript or as appendix.
Additional information
Publisher’s Note
Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Electronic supplementary material
Below is the link to the electronic supplementary material.
Rights and permissions
About this article
Cite this article
Şahinoğlu, E., Ergin, G. & Ünver, B. Psychometric properties of patient-reported outcome questionnaires for patients with musculoskeletal disorders of the shoulder. Knee Surg Sports Traumatol Arthrosc 27, 3188–3202 (2019). https://doi.org/10.1007/s00167-019-05369-7
Received:
Accepted:
Published:
Issue Date:
DOI: https://doi.org/10.1007/s00167-019-05369-7