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FAIXXX10.1177/1071100717709538Foot & Ankle InternationalCody et al

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Foot & Ankle International

Measuring Joint Flexibility in Hallux


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The Author(s) 2017
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DOI: 10.1177/1071100717709538
https://doi.org/10.1177/1071100717709538
journals.sagepub.com/home/fai

Elizabeth A. Cody, MD1, Andrew P. Kraszewski, PhD1, Anca Marinescu, BA1,


Grace C. Kunas, BA1, Sriniwasan B. Mani, BS2, Smita Rao, PT, PhD3,
Howard H. Hillstrom, PhD1, and Scott J. Ellis, MD1

Abstract
Background: The flexibility of the first metatarsophalangeal (MTP) joint in patients with hallux rigidus (HR) has not been
studied. Compared to measuring range of motion alone, measures of joint flexibility provide additional information that
may prove useful in the assessment of HR. The purpose of this study was to assess the flexibility of the hallux MTP joint in
patients with HR compared to controls using a novel flexibility device.
Methods: Fifteen patients with Coughlin stage II or III HR and 20 healthy controls were recruited prospectively. Using a
custom flexibility jig, each of 2 raters performed a series of seated and standing tests on each subject. Dorsiflexion angle
and applied torque were plotted against each other to generate 5 different parameters of flexibility. Differences between
(1) HR patients and controls and (2) the sitting and standing testing positions were assessed with t tests. Intrarater test-
retest reliability, remove-replace reliability, and interrater reliability were assessed with intraclass correlation coefficients
(ICCs).
Results: Patients in the HR group were older than patients in the control group (P < .001) and had lower maximum
dorsiflexion (P < .001). HR patients were less flexible as measured by 3 of the 5 flexibility parameters: early flexibility (first
25% of motion; P = .027), laxity angle (P < .001), and torque angle (P = .002). After controlling for age, only laxity angle
differed significantly between HR patients and controls (P < .001). Generally, patients were more flexible when seated
compared to standing, with this effect being more marked in HR patients. All parameters had good or excellent intra- and
interrater reliability (ICC 0.60).
Conclusions: Hallux MTP joint flexibility was reliably assessed in HR patients using a flexibility device. Patients with HR
had decreased flexibility of the hallux MTP joint compared to control patients.
Level of Evidence: Level II, prospective comparative study.

Keywords: hallux, hallux rigidus, metatarsophalangeal joint, flexibility, biomechanics

Introduction pain occurs and whether maximum dorsiflexion appears


decreased.2 However, traditional range of motion measure-
Hallux rigidus, or degenerative arthritis of the first metatar- ments are limited by variability in instruments and
sophalangeal (MTP) joint, is a common condition charac- technique.6,14 They capture only the plantarflexion and dor-
terized by pain and stiffness of the first MTP joint. Patients siflexion endpoints of motion. And while measuring range
present with varying degrees of stiffness, osteophyte forma- of motion can identify loss in the overall arc of motion, it
tion, and cartilage loss. Although radiographs are crucial to does not provide any more objective information about the
diagnosis and evaluation, clinical parameters must also be function of the joint.
taken into account, as symptoms do not always correlate
with radiographic severity. The most widely used classifica-
tion system incorporates both clinical and radiographic fac- 1
Hospital for Special Surgery, New York, NY, USA
tors to recommend treatment.2 2
Georgetown University School of Medicine, Washington, DC, USA
Assessment of first MTP joint range of motion is an 3
New York University Steinhardt School of Culture Education and
important part of the initial assessment of hallux rigidus Human Development, New York, NY, USA
(HR). As described by Coughlin and Shurnas, first MTP
Corresponding Author:
joint range of motion may be measured with a goniometer, Elizabeth A. Cody, MD, Hospital for Special Surgery, 535 East 70 Street,
with the plantar aspect of the foot considered neutral. New York, NY 10021, USA.
Specifically, the examiner notes where in the arc of motion Email: codye@hss.edu
2 Foot & Ankle International 0(0)

In contrast, flexibility offers information on the mobil-


ity of the joint throughout its arc of motion, and is likely
affected by the scarring and capsular hypertrophy that
occurs in HR. A novel device has been developed to mea-
sure flexibility, which may be used in HR as an alternative
to standard range-of-motion measurements.10,12 This device
measures dorsiflexion angle and applied torque throughout
the range of motion to generate a curve. Early and late flex-
ibility, which are the slope of the curve, can then be calcu-
lated from the first 25% of motion and the last 25%,
respectively. To our knowledge, there is no other device that
measures first MTP flexibility. This flexibility jig has been
used to quantify first MTP flexibility in asymptomatic indi-
viduals, with excellent intrarater reliability.10 Figure 1. The flexibility jig.
This device has not yet been used to evaluate patients
with HR. We believe that studying joint flexibility in were performed and the images were reviewed by a muscu-
patients with HR may allow clinicians to better understand loskeletal radiologist and the senior author to confirm the
the condition. Validating these flexibility measurements in lack of any significant pathology. In addition, the senior
patients with HR is a necessary first step. In this study, we author performed a clinical assessment prior to enrollment
aimed to (1) prospectively assess first MTP joint flexibility to further ensure the absence of any foot pathology. The lat-
in patients with Coughlin grade II and III HR compared to erality for testing was randomly selected.
asymptomatic controls, and (2) establish intra- and interra- Fifteen patients with HR (8 right feet and 7 left feet) met
ter reliability for these measurements. We hypothesized that the inclusion requirements and consented to the study pro-
patients with HR would have less flexibility compared to cedure. Ten were female and 5 were male; the mean age was
controls and that intra- and interrater reliability would be 53.4 (range, 44-66) years. Out of this group, 3 patients
good to excellent. elected to continue conservative treatment, with the remain-
der undergoing cheilectomy with or without Moberg oste-
Methods otomy following the study testing. Twenty controls (6 left
feet and 14 right feet) were also enrolled. Nine were female
All procedures were approved by the institutional review and 11 male. The control group was significantly younger
board at the authors institution and written informed con- than the study group with an average age of 32.1 (range,
sent was obtained from all enrolled patients. 19-68) years (P < .001). One control patient did not com-
plete the third seated flexibility trial; otherwise, all patients
completed the full testing protocol. Extreme outlier data
Subject Enrollment
points from individual trials were filtered out to avoid inac-
Two cohorts were prospectively recruited: a study group curate measurements (eg, negative values for early or late
and a control group. For the study group, patients were eli- flexibility). Out of 7560 measurements, 312 (4.1%) were
gible if they were between the ages of 18 and 70, had radio- excluded prior to data analysis.
graphic Coughlin stage II or III HR, and were indicated for
cheilectomy following clinical evaluation by one of 2 fel-
lowship-trained orthopedic foot and ankle surgeons.
Motion and Flexibility Testing
Patients with unilateral and bilateral symptomatic HR were A specially constructed flexibility jig (Figure 1) was used to
included. In the case of bilateral HR, the more symptomatic measure load-displacement properties of the first MTP joint
foot was selected for testing. Grading of HR was based on using a previously described technique.10,12 Prior to testing,
clinical evaluation and radiographic findings as outlined by the flexibility jig was connected to TracerDAQ Pro software
Coughlin and Shurnas.3 Exclusion criteria included prior (Measurement Computing Corporation, Norton, MA) to col-
foot surgery, hallux valgus (defined by an intermetatarsal lect rater-applied torque and range-of-motion measurements
angle greater than 9 degrees), any connective tissue disor- at 100 samples per second. The patient was instructed to sit
der (such as Ehlers-Danlos or Marfan syndrome), or other on a chair, which was adjusted in height to ensure that the
significant foot pathology. patients knees were flexed to 90 degrees, with thighs paral-
An asymptomatic control group that lacked HR or other lel to the floor. The foot selected for testing was secured in
foot pathology was recruited via the approved Clinical the jig apparatus, with the contralateral foot resting adjacent
Trials Registry at the authors institution. Standard bilateral to it at the same level. Prior to data recording, each subjects
anteroposterior (AP) and lateral weightbearing radiographs MTP joint was cyclically loaded 10 times in the flexibility
Cody et al 3

jig to overcome any initial stiffness. Two raters, a physical


therapist and a biomedical engineer, were designated as rater
1 and rater 2. The 2 raters alternated flexibility testing
between each trial and between each patient.
Each trial consisted of cyclically loading the first MTP
joint to maximum dorsiflexion and then restoring it to neutral
position 3 times. For a given rater, the first trial was repeated
after a short rest to satisfy a test-retest recording, so that
raters 1 and 2 completed 2 consecutive trials each. A remove-
replace recording was then performed in which the patient
fully removed his or her foot from the jig and then refixed it
in the jig, after which each rater performed a third flexibility
trial. The test-retest was intended to investigate the imme-
diate measurement consistency; the remove-replace was
intended to simulate a pre-/postoperative experimental para-
digm. After the seated trials, the patient was instructed to
stand on the jig in his or her normal stance with equal weight
on both feet. In standing position, 3 flexibility trials were per-
formed by each rater as previously described.
Figure 2. A diagram of the angle-torque flexibility curve is
shown as a thick black line. The intersection of the early and
Data Analysis late flexibility slope lines yields a point at which the x- and
y-coordinates are defined as the laxity torque and laxity angle,
The recorded voltage signals were processed with custom respectively. The torque angle was defined for each patient as
MATLAB (MathWorks; Natick, MD) code. The raw volt- the angle (y-coordinate) at which the average laxity torque value
age signals corresponding to range and load were converted of the control patients intersected his or her flexibility curve.
to angle (degrees) and torque (Ncm) signals then baseline
offset, rectified, and smoothed with a low-pass Butterworth compared between the study group and the control group
filter set at a 6.0-Hz cutoff frequency. Each cycle within a using independent samples 2-tailed t tests with significance
trial was identified with a pattern recognition algorithm set at alpha = .05. In a secondary analysis, age was used as
based on the normalized angle signal. In each cycle, the first a co-varying variable to control for differences between the
5.0% and last 7.5% of the ascending portion of the signal groups. The internal consistency reliability of each flexibil-
were truncated, leaving the remaining central 87.5% for ity parameter was calculated with intraclass correlation
flexibility parameter extraction. coefficient (ICC) statistics. Intrarater reliabilities were
Dorsiflexion angle and applied torque were plotted established per rater using an ICC(2,1) statistic11equiva-
together on the vertical and horizontal axes, respectively, to lent to the Cronbach alpha statisticfrom trial 1 and trial 2
create a flexibility curve (Figure 2). All flexibility parame- data (test-retest) and trial 2 and trial 3 data (remove-replace).
ters were calculated from the ascending portion of a cycle, Interrater reliability for each parameter was calculated with
which corresponded to increasing dorsiflexion. Early and an ICC(2,2) statistic11 based on rater 1 and rater 2 measure-
late flexibility (degrees/Ncm) of the first MTP joint were ment data from the first flexibility trial. Reliability was
defined as the slope in the first 25% and last 25% of the graded on the following scale: less than 0.40, poor; 0.40 to
joints flexibility curve, respectively. The intersection of the 0.59, fair; 0.60 to 0.74, good; 0.75 or greater, excellent.5
early and late flexibility lines yielded a point from which 2 Each reliability coefficient was tested against the null
additional parameters, the laxity angle (degrees) and hypothesis that it was greater than 0 (single-tailed) at the
laxity torque (Ncm), were generated (Figure 2).12 Finally, alpha = .05 significance level. All statistical analyses were
the mean laxity torque value among controls during sitting performed in SPSS version 22.0 (IBM Corp, Armonk, NY).
(intended as a standard baseline value of laxity torque) was
used to generate a corresponding torque angle from each
patients flexibility curve. Maximum dorsiflexion (degrees) Results
was also calculated from the full range of motion signal. Overall, HR patients were less flexible than control patients
(Figure 3). For both cases and controls, early flexibility
was greater than late flexibility (P < .001 for both). Early
Statistical Analysis
flexibility, laxity angle, torque angle, and maximum dorsi-
Patient age, early and late flexibility, laxity angle, laxity flexion were significantly lower in study patients compared
torque, torque angle, and maximum dorsiflexion were to controls, both in sitting and standing positions (Table 1;
4 Foot & Ankle International 0(0)

dorsiflexion differed significantly between HR patients


and controls (Table 1). Of the standing measurements, only
laxity angle and torque angle remained significantly differ-
ent between groups after adjusting for age.
The position in which testing was conducted had a sig-
nificant effect on most measurements. Early flexibility and
torque angle were lower in the standing position compared
to the seated position (P < .01 for all comparisons; Figures
4 and 5). Late flexibility did not differ between sitting and
standing (P = .41 for cases and P = .12 for controls; Figure
4). Laxity angle was significantly lower when standing
compared to sitting for HR patients (P = .03) but not for
controls (P = .43; Figure 5). Laxity torque, correspondingly,
was significantly higher when standing compared to sitting
for both cases and controls (P < .001 for both; Figure 5).
Maximum dorsiflexion was significantly lower in the stand-
ing position for cases (P = .024) but not for controls (P =
.11; Figure 6).
Most measurements had excellent reliability (Table 2).
Intra- and interrater reliability was excellent for early flex-
ibility, laxity angle, torque angle, and maximum dorsiflex-
Figure 3. First MTP joint flexibility in the sitting position is
ion in both the seated and standing positions. Late flexibility,
shown for HR patients compared to controls. The solid lines
represent the mean (thick line) and 1.0 standard deviation laxity angle, and laxity torque measurements were gener-
(thin lines) of the control group flexibility. The dashed lines ally less reliable than the other measurements. Both seated
represent the HR group flexibility. The horizontal axis and standing measurements had excellent reliability.
represents torque normalized to each cycle maximum as a
percentage. HR, hallux rigidus; MTP, metatarsophalangeal.
Discussion
Table 1. P Values for Comparisons Between Hallux Rigidus In summary, we demonstrated that first MTP joint flexibil-
Patients and Controls. ity could be reliably assessed in patients with HR using a
custom flexibility jig. Testing was simple to perform and
P Value, Age-
was tolerated well by all patients. In contrast to simply mea-
P Value Adjusted Model
suring range of motion, measuring flexibility adds addi-
Seated tional depth to the assessment of HR. Decreased early
Early flexibility .027* .476 flexibilityor less movement per applied torque in the first
Late flexibility .960 .144 25% of motionis an indication that the pathology of HR
Laxity angle <.001* <.001* affects the whole joint, and not just maximal dorsiflexion.
Laxity torque .143 .115 After controlling for age, early flexibility was no longer sig-
Torque angle .002* .127 nificantly different between groups, but laxity anglemore
Maximum dorsiflexion <.001* <.001* reflective of overall joint flexibilityremained signifi-
Standing cantly lower in HR patients.
Early flexibility .017* .800
Only a few prior studies have quantified flexibility of the
Late flexibility .067 .650
first MTP joint. The first investigated MTP joint flexibility
Laxity angle <.001* <.001*
with and without custom orthoses in patients with early HR,
Laxity torque .372 .078
but no validation of the flexibility measurements was per-
Torque angle <.001* .001*
Maximum dorsiflexion .017* .747
formed.12 The second, more recent study investigated the
relationship between first MTP joint flexibility and plantar
*P < .05. loads in asymptomatic patients with different arch struc-
tures. In this study, intrarater reliability was excellent; how-
Figures 4-6). Late flexibility did not differ between cases ever, interrater reliability was not assessed.10
and controls (P = .07 standing, P = .96 sitting; Figure 4), Advantages of our study compared to these prior stud-
nor did laxity torque (P = .37 standing, P = .14 sitting; ies include our assessment of test-retest as well as remove-
Figure 5). After adjusting for age on the seated measure- replace reliability. Our findings of excellent test-retest
ment comparisons, only laxity angle and maximum reliability suggest there was little variability occurring
Cody et al 5

Figure 4. Early and late flexibility measurements are shown for the control group compared to the study group, in sitting and
standing positions. R1, rater 1; R2, rater 2.

Figure 5. The laxity angle (degrees) and laxity torque (Ncm) are shown for both groups, in sitting and standing positions. R1, rater 1;
R2, rater 2.

Figure 6. Torque angle and maximum dorsiflexion are shown for both groups, in sitting and standing positions. R1, rater 1; R2, rater 2.
6 Foot & Ankle International 0(0)

Table 2. Intra- and Interrater Reliability.a

Test-Retest Intrarater Remove-Replace


ICC Intrarater ICC Interrater ICC

Controls Cases Controls Cases Controls Cases


Early flexibility (/N cm) Sitting 0.973 0.934 0.893 0.960 0.979 0.965
Standing 0.981 0.968 0.958 0.805 0.968 0.958
Late flexibility (/N cm) Sitting 0.928 0.915 0.710 0.893 0.810 0.772
Standing 0.956 0.961 0.806 0.828 0.879 0.891
Laxity angle () Sitting 0.872 0.959 0.894 0.885 0.839 0.820
Standing 0.837 0.793 0.856 0.752 0.780 0.771
Laxity torque (N cm) Sitting 0.938 0.888 0.910 0.807 0.954 0.761
Standing 0.781 0.778 0.816 0.772 0.613 0.929
Torque angle () Sitting 0.965 0.965 0.908 0.945 0.970 0.972
Standing 0.979 0.947 0.960 0.754 0.975 0.916
Maximum dorsiflexion () Sitting 0.981 0.982 0.932 0.973 0.967 0.852
Standing 0.981 0.957 0.971 0.944 0.955 0.887

Abbreviation: ICC, intraclass correlation coefficient.


a
Intrarater ICCs were averaged between raters, and all ICCs were significant (P < .05).

between immediately successive measurements. Our a slope (stiffness) at the end range of motion less tangible
findings of excellent remove-replace reliability suggest than an equivalent flexibility measurement.
that patients can be tested on separate occasions (for The reason we chose to measure flexibility in the first
instance, preoperatively and postoperatively) with high 25% and the last 25% of the range-of-motion arc was to
confidence. Moreover, we used 2 raters from different reflect the different biomechanical phenomena occurring in
professional backgroundsa physical therapist (S.R.) each of these ranges. We chose the first and last 25%, rather
and a biomedical engineer (H.H.)to perform the test- than 10% for instance, because the flexibility data tended to
ing. The overall excellent interrater reliability between be more erratic at the extremes of motion. The biomechani-
these 2 raters suggests that individuals with disparate and cal load-response behavior of most joints is commonly
even nonclinical professional backgrounds can perform characterized by an early linear-elastic region in the early to
testing on the flexibility jig and still record comparable middle range of motion and later by a nonlinear-viscoelastic
results. region in the end range of motion.1 From a clinical perspec-
One related study described a method of measuring stiff- tive, we thought it would be useful and interesting to under-
ness of the first MTP joint. A tactile pressure sensing system stand what the slope of the flexibility curve is at both
was used to measure applied force, with angular displace- regions. As expected, early flexibility significantly exceeded
ment collected by video analysis.7 No reliability testing was late flexibility in both cases and controls. The fact that early
performed. By measuring stiffness, these authors used a flexibility was significantly lower in patients with HR com-
curve that is the inverse of the flexibility curve used in our pared to controls suggests that in HR the biomechanics of
study, making angular displacement the independent vari- the joint are altered even in the midrange of motion.
able and torque the dependent variable. However, we Flexibility measurements are interesting in part because
believe that flexibility is a more useful measure than stiff- they are affected by dynamic soft tissue tension, not just
ness. First, the ubiquitous tool at a clinicians disposal is a bony anatomy and ligamentous structure. Flavin etal have
goniometer rather than a torque sensor or dynamometer. proposed that HR is caused by increased tension in the plan-
Therefore, it is more clinically relevant to think of assessing tar fascia and other soft tissue structures, which results in
a joints angular laxity (output) as the dependent outcome of abnormal stress on the articular cartilage.4 Our finding of
the clinicians self-judged applied load (input), which is decreased flexibility early in the arc of motion of patients
modeled by the flexibility curve. Second, as applied torque with HR supports that theory.
(x-axis of the flexibility curve) increases, angular displace- Other authors have pointed to an entity labeled func-
ment (y-axis) plateaus, and as such the curves slope tional hallux rigidus in which increased soft tissue tension
approaches zero. Conversely, a stiffness curve has a slope specifically in the weightbearing position is the major
that becomes very large quickly as angular displacement source of pain.8 Such patients might have abnormal early
(x-axis) reaches its maximum. This renders measurement of flexibility measurements in the standing position, but
Cody et al 7

normal measurements in the nonweightbearing, seated for age in secondary analyses. Third, we did not compare
position. In our study, we saw a general decrease in flexibil- our range of motion measurements against clinical or radio-
ity in the standing position. This may reflect increased soft graphic methods of measuring range of motion. Finally, we
tissue tension in both HR patients and controls as a result of did not standardize the rate of torque application or the
muscle activation and/or a tightened plantar fascia. magnitude of applied torque during the flexibility trials.
However, HR patients seemed to be more affected by posi- This could have inflated the variability of some parameters
tioning than control patients: maximum dorsiflexion and derived from the curve, but despite this, all flexibility
laxity angle were both significantly lower in the standing parameters were very consistent within and between raters.
position for HR patients, but not for controls. This finding Further research will be required to determine the clini-
again suggests that abnormal soft tissue tension may be cal utility of these measurements. Physical therapists might
associated with HR. We advocate the use of early flexibility be able to use flexibility measurements to guide their
measurements in the nonweightbearing, seated position to approach to each patient. If flexibility can be improved
identify pathology without the confounding factor of mus- through manual therapy, it is possible that pain might
cle activation; however, comparing them to standing mea- improve as well. It is also possible that flexibility measure-
surements may help identify the relative effect of the ments may be used to predict which patients will benefit
weightbearing stance and potential functional impact. from cheilectomy, to help surgeons better indicate patients
It is reasonable to assume that the hallux MTP joint, like for this surgery. The authors use current radiographic and
most other joints in the body, loses motion with age, irre- clinical staging systems along with a lack of pain in mid-
spective of the presence of hallux rigidus. This loss of range of motion as justification to perform cheilectomy
motion is likely accompanied by a loss of flexibility, which instead of arthrodesis, but outcomes are not always predict-
may explain why some of the differences between HR able. It is possible that patients with greater flexibility pre-
patients and controls were no longer significant after con- operatively are more likely to have good outcomes from
trolling for age. However, the laxity angle parameteran cheilectomy. Conversely, patients with lower flexibility
indication of overall joint flexibilityremained strongly may be more likely to fail cheilectomy and ultimately
significant after controlling for age. Therefore, despite the require arthrodesis. Future studies will also have to com-
large difference in age between the 2 groups in this study, pare flexibility measurements before and after surgery and
the pathology of hallux rigidus still was a major contributor correlate improvement in these parameters with standard-
to decreased joint flexibility. ized clinical outcome scores. It is our hope that continuing
The flexibility jig we used also enabled reliable mea- this work will help us better understand the pathology and
surement of maximum dorsiflexion. Other authors have appropriate treatment of HR.
attempted to find reliable methods of measuring first MTP In conclusion, to our knowledge, this is the first study to
joint range of motion.9,13,14 Vulcano etal14 compared clini- demonstrate a reliable method of measuring first MTP joint
cal and radiographic measurements of maximum dorsiflex- flexibility in patients with HR. We found that flexibility,
ion of the hallux MTP in patients with HR. They found even early in the arc of motion, is impaired in patients with
excellent intra- and interrater reliability with both methods HR. Moreover, significant differences between sitting and
of dorsiflexion measurement. However, there was a signifi- standing measurements suggest that soft tissue tension may
cant difference between measurements from the 2 methods, be a major contributor to this finding. We do not know yet
with clinical measurements yielding lower dorsiflexion how flexibility of the joint relates to symptomatology, or if
angles than radiographic measurements.14 In our study, the surgeries performed for HR affect flexibility.
maximal dorsiflexion measurements were calculated con-
sidering the floor as neutral, and were within the range of Declaration of Conflicting Interests
the radiographic measurements of Vulcano etal, which The author(s) declared no potential conflicts of interest with respect
were made considering the long axis of the first metatarsal to the research, authorship, and/or publication of this article.
as neutral. We believe that dorsiflexion measurements rela-
tive to the floor may be more pertinent because they neu- Funding
tralize the effect of an elevated or plantarflexed first ray. The author(s) received no financial support for the research,
Regardless, these findings show that different methods of authorship, and/or publication of this article.
measuring dorsiflexion cannot be used interchangeably.
Our study is not without limitations. First, our sample References
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