Ultrasound guided musculoskeletal interventions ... · Ultrasound guided musculoskeletal interventions: professional opportunities, challenges and the future of injection therapy
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E D U C A T I O N A R T I C L E
Ultrasound guided musculoskeletal interventions: professionalopportunities, challenges and the future of injection therapySue Innes1, Mark Maybury2, Alison Hall3, Gordon Lumsden4
1 University of Essex, UK2 Good Hope Hospital, Heart of England, Birmingham, UK3 Keele University, UK4 Shrewsbury and Telford Hospital Trust, UK
CorrespondenceSue Innes, University of Essex, WivenhoePark, Colchester CO4 3SQ, UK.E-mail: [email protected]
Received: 12 August 2015; revised 12 Sep-tember 2015; accepted 29 September 2015
doi:10.1002/sono.12039
Abstract
The demand for ultrasound guided injections for musculoskeletal presentations hasincreased in recent years as practitioners and patients seek verification of needle position.Musculoskeletal management pathways regularly include injection therapy for pain reliefand are sometimes indicated as a single intervention but may need to be supported byrehabilitation. Workload in radiology departments has expanded in volume and complexityas radiologists perform new interventional procedures that require medical expertise. Inno-vative responses are required to meet the demand for ultrasound guided musculoskeletalinjections; one option is offering appropriate education to musculoskeletal sonographers,enabling them to extend their current scope of practice. The role of the extended scopephysiotherapist in the United Kingdom provides evidence that role diversification canproduce excellent patient outcomeswhilst preserving financial resources. The professional,legal and clinical requirements of extending service provision to include new clinical staffpresents challenges that have to be met with strong leadership and the provision of highquality education in ultrasound guided interventions. There are many indicators that thepatient experience is enhanced by guiding musculoskeletal injections, and access to thisservice has impact on patients’ confidence in their treatment pathway.
Ultrasound guided musculoskeletalinterventions
Injection therapy for intra and extra-articular structures isone of the principal medical treatments available for mus-culoskeletal pain and has been a regular component ofrheumatology, orthopaedic and general practice for the last50 years.1–3 This discussion paper aims to present the de-mand for musculoskeletal injections, specifically thosedelivered under ultrasound guidance, and review someresponses in the United Kingdom (UK) to this increasingworkload. Role diversification has been employed suc-cessfully in the UK, enabling non-medical practitionersto perform ultrasound guided musculoskeletal injections;this paper explores the complex professional issues andeducational requirements associated with this.
Musculoskeletal injections are commonly delivered‘blind’ using clinical skills and anatomical landmarks, butthe alternative of ultrasound guided injections (USGIs) has
become the preferred method for many practitioners.4,5
The accuracy of ‘blind’ injections has been shown tovary according to anatomical region and needleapproach. Studies exploring accuracy of blind injectionsreport a wide range of results; some suggest that blindinjections typically fail to hit the target tissue with anaccuracy rate of 29%,6 whereas others report extremelyhigh rates of accuracy of 99%,7 There are many method-ological factors to consider with research exploring accu-racy that have been highlighted in systematic reviews andempirical studies,8–11 and it is evident that accurate nee-dle placement from blind injections cannot always beguaranteed. The consequence of inaccurate needleplacement may affect the efficacy of the medication andhas resulted in clinicians seeking verification methods.Fluoroscopy was initially adopted as a verificationmethod for anatomically challenging regions such as thehip which is a deep joint and difficult to palpate, but thedisadvantage of a radiation dose to the patient must beevaluated and is not a concern with ultrasound guidedprocedures.12–15
In experienced hands, USGIs improve accuracy ofplacement and some outcomes in patients with musculo-skeletal disease.8,16–19 Although long term improvementin pain has not been demonstrated conclusively,20–23
there are multiple influences that have resulted in anexponential increase in the use of guided injections inthe last five years.
These include:
• Needle visualisation confirming placement in thejoint or other targeted tissue (Figures 1–4)
• A medico-legal record of needle placement (Figures1–4)
• Communication to patients includes evidenceconfirming treatment is in the correct location
• Accurate placement of specific targeted therapies,for instance hyaluronic acid
• Improves aspiration of effusions by seeing the fluidand enabling the clinician to target structures toconfirm ‘dryness’.
• Influences patient experience by reducing proce-dural pain, increasing patient involvement in theprocedure and potentially improving patient satis-faction.24
USGIs are attractive to referrers and patients, butservice providers report difficulties responding to thedemand. The limited number of clinicians with the skillsto provide USGIs can result in long waiting times for pa-tients and delayed treatment pathways.25–27
Referrals to many services in radiology departments haveincreased in recent years,27 but this rise in demand hasnot consistently been matched by rises in service provi-sion. Imaging workload has increased in complexity aswell as volume, so radiologists are now performing a widerange of procedures, some of which are complicated andhighly skilled interventional techniques. This has led to areduction in capacity for the more routine radiologicalexaminations including diagnostic ultrasound and guidedsteroid injections resulting in a rise in waiting times forpatients.
Long waiting times are known to discourage generalpractitioners from referring patients into secondary careand has led to practices attempting to provide services‘in house’.28 A news bulletin29 reported that overworkedgeneral practitioners were harming patients because ofprescribing errors and other issues in patient care; it con-cluded that in the UK alone, an extra 3000 general practi-tioner are required to cope with the changes in populationdynamic and patient expectations of the health care. Anageing population accompanied by increased demandand expectations from the public for improved health carehas seen spiralling costs; these challenges necessitateinnovation. Health care in the UK shares challenges withmany other developed countries, in particular where thereis state provision; central Governments are demandinghigh quality and efficient health care provision that isfinancially responsible.30
Figure 1 Ultrasound guided injection of subacromial region, needle visualised in plane.
Ultrasound guided musculoskeletal injections S. Innes et al.
Innovative responses to optimise health care deliveryhave included role diversification whereby suitablytrained and qualified staff adopt roles traditionally per-formed bymedics and surgeons. Nurses along with alliedhealth professionals such as podiatrists, physiothera-pists, radiographers and sonographers have been identi-fied as professionals ideally situated to expand theirscope of practice. Extended-scope practitioners haveincreased in numbers in the UK’s National Health Service(NHS) as professional development opportunities havebeen matched with service requirements. The historicaldevelopment of the physiotherapist extended-scope
practitioner in the UK is worthy of review and may pro-vide some guidance to professional groups internation-ally who are attempting to introduce similar roles.
Several important UK government policies at the start ofthe new millennium recognised that the delivery of futurehealthcare would require professionals to work differently,more effectively and in certain areas to extend their practicebeyond their traditional professional boundaries.31,32 Thiswas an opportunity for physiotherapists to both promoteand develop their skills in the management of patientsthat would normally have been done by a doctor or otherhealth care professional. Further drivers wereMeeting the
Figure 2 Ultrasound guided injection of tibialis anterior tendon, needle visualised in plane.
Figure 3 Ultrasound guided injection of elbow’s common extensor origin, needle visualised in plane.
Ultrasound guided musculoskeletal injectionsS. Innes et al.
Challenge33 where patient care was to be centred on theskills required and not traditional professional roles andthe European Working Time Directive34 which now cur-rently fully implemented limits the number of hours perweek which junior doctors can work to 48, giving rise tophysiotherapists further being able to extend their roles.Prior to this, long waiting lists mostly in the orthopaedicsector had led to physiotherapists working as ‘orthopae-dic assistants’ with the ability to request x-rays and bloodtests35 or as part of a low back pain triage service,36 withboth of these innovative developments leading toimprovements in each service.
The title extended scope practitioner has been used todescribe physiotherapists who undertake such roles nor-mally beyond their professional boundaries although theterms clinical specialist, advanced practitioner and consul-tant physiotherapist denote personnel with similar skills.The jobs these people do work best when they comple-ment the roles of existing medical staff and are now foundincreasingly in primary care and musculoskeletal interfaceclinics as well as secondary care orthopaedic clinics,women’s/men’s health, pain management, Accident andEmergency and rheumatology. The UK’s professional bodyfor physiotherapists, The Chartered Society of Physiother-apy, supports staff carrying out extended roles if they areeducated, trained and competent to perform that activity.Such tasks may include running their own clinics,requesting x-rays, blood tests, magnetic resonance imag-ing, CT and ultrasound scans, nerve conduction studies,listing for surgery and referring onwards to other special-ists. Injection therapy was accepted as being within ‘thescope of practice’ for physiotherapists in 1995 and clinicalguidelines for its use published in 1999.37 The Society of
Radiographers in the UK takes a similar stance and statesthat each clinician can develop their scope of practiceprofessionally if they are supported by adequate trainingand are competent.38
Physiotherapists have evaluated their roles as advancedpractitioners thereby providing evidence of delivering ser-vices that were traditionally carried out by doctors. Variousstudies evidence the outcome of these services that havepreserved financial resources and demonstrated highpatient satisfaction along with excellent clinical outcomemeasures.39–43
Turning our attention to specialist musculoskeletalsonographers, it is easily argued that they are well placedto deliver high quality diagnostics along with preciseUSGIs. In the UK, there are an increasing number ofradiographer–sonographers fulfilling roles that include adiagnostic scan leading to a guided injection, and it ispossible that more clinicians will see opportunities inhealthcare, particularly in therapeutic services wherebywith additional training, they can be involved in the deliv-ery of services that are diagnostic and therapeutic. Thissounds idyllic, but within established radiology depart-ments, it encroaches on to the territory of radiologistswho would traditionally perform these tasks. In order todevelop the radiographer–sonographer into an interven-tionist requires specific training in injection therapy andmanagement of complex musculoskeletal conditions.This training needs to be accompanied by strong leader-ship from professional bodies and organisations along-side sonography managers; collectively they need toaddress traditions of service delivery and hierarchyenabling boundaries to be crossed, new ones establishedand collective goals to be set.
Figure 4 Ultrasound guided injection of first metatarsal–phalangeal joint, annotated needle tip out of plane.
Ultrasound guided musculoskeletal injections S. Innes et al.
Requirements of education in ultra-sound guided musculoskeletalinjections
The capability of clinicians’ to perform ultrasound guidedmusculoskeletal interventions relies heavily on access tosuitable education.44 The educational format and contentmust include some key theoretical and practical elementsbut should also respond to local professional and legalrequirements. A proposed framework for education hasbeen summarised in Table 1; it reflects that whilst knowl-edge and understanding of certain factors such as theoryand practice of needle visualisation are essential, otherinclusions may vary in accordance with local policiesand professional scope of practice.
The level of knowledge and depth of understandingregarding theoretical principles underpinning USGIs are atopic for debate; it is possible to argue that an injecting cli-nician can operate safely with a limited knowledge base ifpathways of practice are robust. An alternative viewpointis that an injecting clinician should have a comprehensiveunderstanding of musculoskeletal medicine so they areable to discuss injection therapy as a treatment optionand can provide detailed answers to questions regardingpost-injection management including rehabilitation. Theinjecting clinician’s responsibilities lack standardisationinternationally and the guidance available is extremelylimited. A relevant official statement from The AmericanInstitute of Ultrasound Medicine supports the viewpoint
that clinicians should have theoretical and clinical knowl-edge that enables them to review the ‘anatomic, physio-logic and pathophysiological characteristics of the area’before the procedure is performed.45 A review of medicalhistory and a focused physical examination could beregarded as essential to ensure the injection procedureis indicated.
Relevant professional issues will vary internationallybut must include the legalities of prescribing frameworksand the contribution of the injecting practitioner to deci-sion making in a treatment pathway. Professionals musthave the capacity to decline administering an injectionto a patient if they discover a contraindication or signifi-cant risk factor. The degree of decision making assignedto injecting clinicians in treatment pathways varies signif-icantly, but some knowledge of musculoskeletal medicineand management is essential for safe practice. Theinjecting clinician’s overall understanding of the patientand their ability to respond to questions regarding rehabil-itation or risk factors for recurrence would be strength-ened by advanced knowledge of musculoskeletalmedicine including presentations, signs and symptoms,pathological features, treatment pathways and systemsto evaluate change.
Developers of education inUSGIswill need to justify theirstance on establishing and assessing students’ clinicalcompetency. There are several approaches to clinicaleducation and the role of assessment that are beyond thescope of this paper;46–51 it is a complex field that presentsmany challenges including parity of outcome for students
Table 1 Proposed educational framework for clinicians to perform ultrasound guided musculoskeletal injection (USGI)
Educational requirement
Essential Highly desirable Inclusion will be based on local factors
Pathways of management for specifiedmusculoskeletal presentations
Musculoskeletal medicine: Treatment options for musculoskeletalpresentat ions—autonomous cl in icaldecision making
• presenting features• clinical assessment• alternative treatment options for presentation
Prescribing frameworks Contribution to decision making regardingchoice and dose of medication
Potential for independent prescribing
Pharmacology: Drug interactions and role of non-prescribedmedication (analgesia).
Access to and choice of medication.• Local anaesthetics• CorticosteroidsEquipment preparation, drawing upmedication.
Aspiration procedures. Disposal of equipment, management ofneedle-stick injuries.
and the standardisation of supervisors. Education maybe undertaken that is linked to a university, or less for-mally via professional links; students should howeveralways investigate the acceptance of these approachesfor their employer, professional body and insurers. For-mal accredited courses relating to USGIs are extremelyhard to find: the first ever UK based university coursetook place at Essex University in 2015.
Professional issues
Professional groups face some common challengeswhen trying to bring about change; reticence from peersand colleagues can present as many barriers as legaland professional development requirements.
Multi-professional collaboration is required to bringabout change;52 key players include radiology colleagueswho can supervise practice and contribute to the forma-tion of new care pathways for post-injection manage-ment. Further alliances with orthopaedic surgeons andphysiotherapists should enable obstacle avoidance asthey can advise and contribute to management followingthe injection which is generally viewed as only a part ofthe whole treatment package. Pharmacists and medicsneed to be accessed to formalise prescribing frameworkswhich must be aligned with local professional and legalregulation. In the UK, many AHPs administer medicationunder the legal framework of a Patient Group Direction(PGD). A PGD is a set of ‘written instructions for the sup-ply or administration of named medicines to specificgroups of patients who may not be individually identifiedbefore presenting to treatment’53 and enables practi-tioners to inject specified doses of medication to patientspresenting with stated presentations; for instance, adhe-sive capsulitis, osteoarthritis of the knee or trigger finger.Independent prescribing is now available in the UK tophysiotherapists, nurses and podiatrists who have com-pleted suitable training and other professions are in theprocess of submitting applications.54 Independent pre-scribing is not available to radiographers and is a politi-cally sensitive area that has highlighted the impact ofprofessional dependence and hierarchy.55
Implementing these changes requires strong clinicalleadership. In the UK the Leading an Empowered Organi-sation course was introduced to nursing and allied healthprofessional staff.56,57 This aims to equip healthcarepractitioners with the necessary skills to tackle and chal-lenge the traditional medical hierarchical model, therebytransforming the NHS so that it is fit for purpose for the21st Century. It introduces the concept of transforma-tional leadership whereby clinical leaders can promptand create a culture of professional responsibility,accountability and ‘confident risk taking’ resulting in
innovations in patient care. In order to engage in this pro-cess, these clinical leaders must manage change, whichcan be uncomfortable and at times destabilising duringthe transition period. This is particularly affecting for thosewho might lose out as a result of the changes, but thosewho might potentially gain are not immune to the discom-fort. Nevertheless the changes brought about in thehealth care arena are often unavoidable, many beingdriven by external sources such as new government pol-icy, population growth or increasing health care costs. Tohelp, there are a number of health care models such asKurt Lewin’s force field analysis,58 and John Kotter’seight-step approach59 alongside lean and constraint the-ories used to evaluate and control radiology workload.60
Whichever model is chosen, communication between allinterested parties is required, including defining anddiscussing the problem, planning solutions, coordinatingnext steps and obtaining buy in to the idea and the needfor change. Finally, it is insufficient to merely instigatechange; the proposal must be seen to conclusion andthe results sustained. Once accepted, a detailed planmust be produced prior to its implementation, along withan anticipated time scale for this to occur. There thenneeds to be regular audit of the scheme and consequentreadjustment to optimise quality assurance and results.
Conclusion
The evidence base supporting the use of USGIs to improveoutcome has limitations, but there are other benefits anddemand for them is increasing. The impact on thepatient’s pathway is a key consideration for their roleand was explored in a brief post-injection interview thatwas recorded with consent. A patient underwent agleno-humeral injection and was asked afterwards if hav-ing ultrasound guidance had any impact on him—hisresponse, ‘it’s about confidence, if you can’t see some-thing, you can’t definitely tell me it is going to work – thinkabout it logically, you can see where the needle is going,you can see where the fluid is going, it is going to whereyou want it to go…’. The patient experience warrantsformal investigation, but there are indications that patientsvalue the assuredness of needle placement from verifiedinjections.61
As the clinical need for USGIs grows, it has becomeobvious that service provision is unable to match thedemand in some departments. Service providers andmanagers may need to consider the role extension ofsome members of staff from a variety of professions tomeet the demand, but must ensure that appropriate edu-cation is offered, enabling the safe expansion of servicesoffering. High quality education that links theoretical prin-ciples, professional practice considerations and practical
Ultrasound guided musculoskeletal injections S. Innes et al.
skill acquisition is required to ensure high quality serviceprovision—access to education is currently limited fornon-medically qualified personnel. Several professionalbarriers and challenges may need to be addressed toenable service expansion and the ability of healthcareprofessionals to incorporate USGIs into their practice.
References
1 Haslock I, MacFarlane D, Speed C. Intra-articular and soft tissue
injections: a survey of current practice. Br J Rheumatol 1995; 34(5):449–52.