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Brain Injury, December 2008; 22(13–14): 1007–1012

The Modified Tardieu Scale for the measurement of elbow flexor


spasticity in adult patients with hemiplegia

NOUREDDIN NAKHOSTIN ANSARI1, SOOFIA NAGHDI1, SCOTT HASSON2,


MOHAMMAD HASAN AZARSA1, & SOMAYE AZARNIA1
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1
Faculty of Rehabilitation, Tehran University of Medical Sciences, Iran and 2Physical Therapy Department
Angelo State University, San Angelo, TX, USA

(Received 28 May 2008; revised 22 September 2008; accepted 6 October 2008)

Abstract
Primary objective: To investigate the inter-rater reliability of the Modified Tardieu Scale (MTS) in the measurement of
elbow flexor muscle spasticity in patients with adult hemiplegia.
For personal use only.

Research design: A cross-sectional study to examine the agreement between two raters on elbow flexor muscle spasticity using
Modified Tardieu Scale.
Interventions: Not applicable.
Methods and procedures: Thirty patients (21 men, nine women) with an age range of 21–79 years (mean ¼ 54.9; SD ¼ 15.7)
were tested. Two inexperienced raters assessed the elbow flexor muscle spasticity in the affected side during the same
session. The order of assessments by the two raters was randomized. The main outcome measure was dynamic component
of spasticity (R2–R1). Reliability was also calculated for MTS scores, angle of muscle reaction (R1), and passive range of
motion (R2).
Main outcomes and results: The ICC for R2–R1 was 0.72. The ICC for MTS scores, R1 and R2 were 0.74, 0.74 and 0.56,
respectively.
Conclusions: The Modified Tardieu Scale did not provide acceptable high inter-rater reliability in the measurement of
muscle spasticity in patients with hemiplegia when used by raters of limited experience.

Keywords: Spasticity, Modified Tardieu Scale, inter-rater reliability, hemiplegia

Introduction While debate continues over the pathophysiology


of spasticity, stretch reflex has been stated as the
There is no precise definition for spasticity [1].
major neural circuit in producing spasticity [7, 8].
However, a generally accepted and most often cited
definition characterize it as [2]: ‘a velocity dependent Any change in inhibitory and excitatory descending
increase in tonic stretch reflex with exaggerated pathways controlling spinal reflex activity result in
tendon jerks, resulting from the hyperexcitability of hyperexcitability of the stretch reflex [9, 10].
the stretch reflex’ [2]. Stroke, spinal cord injuries, However, clinical features of the patient with
multiple sclerosis, cerebral palsy, and traumatic upper motor neuron dysfunction indicate that
brain injury can cause spasticity, which is a major both reflex hyperexcitability and mechanical stiff-
source of disability in many patients with these ness contribute to increased resistance to passive
conditions. The prevalence of spasticity among stretch [7, 11–14]. If untreated, spasticity can
different patients has been reported between 35– cause pain, abnormal posture, difficulty in move-
85% [3–6]. ment, deformity, contractures leading to limited

Correspondence: Dr Noureddin Nakhostin Ansari, Faculty of Rehabilitation, Tehran University of Medical Sciences, Enghelab Ave, Pitch-e-shemiran, 11498,
PO Box: 11155-1683, Tehran, Iran. Fax: þ98 21 77882009. E-mail: nakhostin@sina.tums.ac.ir
ISSN 0269–9052 print/ISSN 1362–301X online ß 2008 Informa Healthcare Ltd.
DOI: 10.1080/02699050802530557
1008 N. N. Ansari et al.

active and passive joint mobility and functional a disparity of repeated measurements for the same
limitations [8, 15, 16]. rater.
The measurement of spasticity using valid and Mackey et al. [34], in the measurement of biceps
reliable tools is important to assess the outcome of spasticity in 10 children with hemiplegia CP, found
interventions. The most commonly used scales, poor intra-observer reliability for MTS. The median
which are the Ashworth [17] and the modified error in measured angle within one session was 3–5 .
Ashworth scales [18], have recently been questioned The median absolute differences in joint angle
as valid and reliable tools [19–21]. The Ashworth ranged from 4–13 , with errors of 25–30 at V3.
Scales are criticized as they just measure resistance Five patients had an R2–R1 equal to or greater than
to passive movement [22, 23] and are unable to 15 and three had an inter-sessional difference of
differentiate between the reflex and peripheral more than 20 . They concluded that the R2–R1 may
components [24]. The Tardieu scale has been have limited value in measurement of muscle
recently suggested as a suitable and reliable alter- spasticity.
native for use in the measurement of muscle In an investigation conducted by Yam and Leung
spasticity [24–27]. This scale, originally developed [35] to evaluate the inter-rater reliability of the MTS
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by Tardieu et al. [28] and later modified by Held and MAS, four muscle groups in the lower limbs
and Pierrot-Deseilligny [29], has been further of children with spastic CP were examined. They
modified by Boyd and Graham [30] as the demonstrated low reliability for both tools and
Modified Tardieu Scale (MTS). The MTS uses concluded that these scales should be used with
standardized procedures to measure quality of caution.
muscle reaction at specified velocities (i.e. fast There is a scarcity of publications regarding the
stretch, speed of the limb segment falling under reliability of the MTS, with only one study in adult
gravity, and slow controlled motion) [30, 31]. patients. Considering the need to perform inter-rater
During the fast stretch maneouvre the particular and intra-rater reliability studies of modified Tardieu
angle at which ‘catch’ occurs from hyperactive scale, the present study was performed to examine
For personal use only.

stretch reflex is called R1, also known as angle of the inter-rater reliability of the MTS in the measure-
muscle reaction. During the slow controlled man- ment of elbow flexor muscle spasticity in adult
eouvre, passive range of motion (PROM) is assessed patients with hemiplegia.
and is called R2 and represents the muscle length at
rest and is recorded as an angle [30]. The difference
between the two measures is R2–R1 or the dynamic Methods and procedures
component of spasticity and is more important than
Study design
the single measures of R1 and R2 [30, 31]. A large
and small difference between R1 and R2 is A cross-sectional study was used to examine the
suggestive of spasticity and muscle contracture, agreement between two raters on elbow flexor
respectively [8, 30]. muscle spasticity using Modified Tardieu Scale.
The published literature is lacking on the relia-
bility of the MTS in adult patients with spasticity. Patients
A study by Mehrholz et al. [32] compared the
Adult patients attending the physiotherapy clinics of
reliability of the MTS with the Modified Ashworth
rehabilitation faculty (Tehran University of Medical
Scale (MAS) in adult patients with severe brain
Sciences, Iran) were asked to participate in the
injury and found significantly higher test–re-test
study. Inclusion criteria were: (1) age 18;
and inter-rater reliability for MTS. The inter-rater
(2) hemiplegia of at least 1 month duration caused
reliability of both scales was poor-to-moderate.
by an upper motor neuron lesion; and (3) ability to
Most of the studies conducted on the reliability of
understand instructions. Exclusion criteria were:
the MTS have been with children. Boyd et al. [27]
(1) history of joint trauma, joint pain and surgery;
examined the validity and reliability of the MTS and
(2) taking anti-spasticity drugs; and (3) non-consent.
the MAS in children with cerebral palsy (CP).
The study was approved by the Research Council
They demonstrated good intra-rater reliability for
of Rehabilitation Faculty, Tehran University of
the MTS.
Medical Sciences. Informed verbal consent was
Fosang et al. [33] assessed the reliability of the
obtained.
MTS and the MAS in a group of 18 children with CP.
The authors showed acceptable inter-rater reliability
Raters
for MTS and PROM, but highly variable intra-rater
reliability (range: 0.55–0.78 for time 1, 0.58–0.73 for The raters were two physiotherapy (PT) students;
time 2). There was a large variability in the magnitude one male and one female. When the study com-
of PROM measurements with different raters and menced, they had completed their final year of
Spasticity assessment with modified Tardieu scale 1009

education for the bachelor’s degree in PT. No formal measured as the MTS angle of reaction (R1) with
training or workshop on the MTS was conducted for the above-mentioned goniometer and using the same
them. However, the procedure and the measuring blinding procedure, if quality of muscle reaction
instrument was explained and demonstrated to them score was 2 or higher. The R1 was equal to R2, if the
by the first author in a 45 minute session. patient scored ‘0’ or ‘1’. The test was repeated by the
second rater after a period of 10 minutes and the role
Procedure of the raters as ‘measurer’ and ‘holder’ was reversed.
Age, gender, aetiology, affected side and duration
Statistical analysis
of disease were recorded. The two raters examined
each patient in a single session and the order of Data were analysed using SPSS (V11.5). The one-
testing between them was randomized. The raters way random effects model (people effect random) of
were blinded to each other’s results. Before data intraclass correlation coefficient (ICC) was used.
collection, subjects were at rest in their beds for at The inter-rater reliability was calculated for the
least 5 minutes. Modified Tardieu Scale scores and R1, R2 and R2–
The data collection procedure described in detail R1. For the Modified Tardieu Scale scores, the ICC
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elsewhere was followed [30–33, 36]. Patients were in was also used as the weighted kappa with quadratic
sitting position on a chair, shoulder in adduction, weighting would be equivalent to the intraclass
and were asked to remain calm and to relax the arm correlation coefficient. The ICC values were inter-
completely. The procedure consisted of measuring preted as follows: 0.00–0.39 (low), 0.40–0.59
PROM for R2 at a stretching velocity of V1, grading (moderate), 0.60–0.79 (moderately high) and
the quality of muscle reaction at the stretching 0.80–1.00 (high) [38]. Paired t-test was used to
velocity of V2; and measuring R1 for the angle of analyse the difference between raters for measures
muscle reaction. The rater measured first the R2 of R1, R2 and R2–R1.
with speed of V1 using a standard goniometer
For personal use only.

(Sammons Preston, Health Co, USA). One rater


positioned and measured the elbow PROM while Main outcomes and results
the other rater held the positioned limb. For PROM
Thirty adult patients with hemiplegia with a mean
measurement, a standard method was used [37].
age of 54.9 years (SD 15.7, range 21–79), consisting
The end position was elbow extension (180 denotes
of 21 men and nine women and 19 right and 11 left
full extension). One side of the goniometer was
hemiplegics were included in the study. The mean
covered to ensure blinding the raters. The value
time since brain injury was 24.8 months (SD 21.5,
was read from the other side of the goniometer. The
range 1–86). The diagnoses were stroke (n ¼ 26),
measuring raters recorded their results and no
intracerebral haemorrhage (n ¼ 3) and traumatic
discussion was allowed between the ‘measurer’ and
brain injury (n ¼ 1).
‘holder’. The Modified Tardieu Scale quality of
Table II shows the reliability results and the mean
muscle reaction ranging from 0–4 (Table I) was then
and range for MTS measures for each of the raters.
rated at the V2 stretching velocity. Only one passive
While the ICC values for R1 and R2–R1 were
movement was permitted for rating spasticity [19].
moderately high, the ICC value for R2 was
The point of spasticity-provoked ‘catch’ was
moderate. Mean absolute differences in measure-
ments of the elbow joint angle (R2) and catch angle
(R1) between raters were 6.7 (range 0–20; 95% CI
Table I. Modifid Tardieu Scale.*
4.8–8.6) and 18.6 (range 0–87; 95% CI 11.5–25.7),
Grade Description respectively. Mean absolute difference of R2–R1
between raters was 17.4 (range 0–93; 95% CI
0 No resistance throughout the course of the
passive movement
9.7–25.2). Paired t-test demonstrated no significant
1 Slight resistance throughout the course of the difference between raters for R1, R2 and R2–R1
passive movement, with no clear catch at ( p > 0.05).
precise angle Inter-rater reliability for the MTS scores was
2 Clear catch at precise angle, interrupting the moderately high. The MTS scores for quality of
passive movement, followed by release
3 Fatigable clonus (<10 seconds when main-
muscle reaction ranged between 0–2. None of the
taining pressure) occurring at precise raters scored ‘3’ or ‘4’ for any subjects. The raters
angle showed agreement for scores ‘2’ (19 patients), ‘1’
4 Infatigable clonus (>10 seconds when (3 patients), and ‘0’ (1 patient), respectively. The
maintaining pressure) occurring at precise disagreement was observed between the grades ‘0’
angle
and ‘1’ (4 patients) and ‘1’ and ‘2’ (3 patients),
*Boyd and Graham [30]. respectively (Table III).
1010 N. N. Ansari et al.

Table II. The results for measurements of R1, R2 and R2–R1.

MTS measures M (SD) Range 95% CI ICC (95% CI), p-value

R1 Rater 1 118.57 (33.28) 80–173


Rater 2 112.93 (41.07) 60–180 106.34–125.16 0.74 (0.52–0.87), p < 0.001
R2 Rater 1 166.37 (7.84) 143–178
Rater 2 165.63 (10.13) 140–180 163.73–168.27 0.56 (0.26–0.76), p ¼ 0.0004
R2–R1 Rater 1 47.80 (33.29) 0–88
Rater 2 52.70 (39.98) 0–105 41–59.5 0.72 (0.50–0.86), p < 0.001

R1: Angle of muscle reaction; R2: passive range of motion; R2–R1: dynamic component or spasticity.

Table III. Agreement between raters for quality of [39, 40]. The speed of movement used in this study
muscle reaction of Modified Tardieu Scale (n ¼ 30). for measuring spasticity was V2. Mehrholz et al. [32]
Rater 2 used V3 for stretching elbow flexors. The V3 speed
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of movement for quantifying the muscle reaction is


Rater 1 0 1 2 3 4 Total not recommended for elbow flexors [30, 31]. The
0 1 0 0 1 literature suggests different speeds (V2 or V3) for
1 4 3 1 8 passive stretch of different muscles groups [30, 31].
2 0 2 19 21 The joint angle and the degree of muscle reaction
3 both are velocity dependent [26]. Thus, it may be
4
more appropriate to use a single fast velocity (V3) for
Total 5 5 20 30
muscle groups to achieve a spastic catch.
Intraclass correlation coefficient (ICC) ¼ 0.74, 95% Clonus can usually be generated by rapid passive
Confidence Interval: 0.53–0.87. stretch of muscles [39]. Therefore, the velocity used
For personal use only.

for stretching of muscle in the present study did not


appear to be fast enough to elicit clonus. However,
Discussion clonus can not be evoked in all muscles [26].
Clonus, although related to spasticity, is a separate,
To the authors’ knowledge, this is the first report on
excess symptom that differs from spasticity [25, 26].
the inter-rater reliability of all MTS measures in an
Setting the presence of clonus as the highest level of
adult population with hemiplegia. The reliability
spasticity in MTS reduces the quality of the muscle
for MTS scores did not reach high level. The reason
reaction as nominal data and questions the validity
may be that the raters were inexperienced. Neither
of the scale [25]. The reason for absence of scores ‘3’
had they been trained for using the scale before
and ‘4’ in the assigned scores may be that the clonus
the study commenced, nor did they have sufficient
is an independent phenomenon. The most agree-
experience in handling patients with hemiplegia and ment was found for assigned score of ‘2’. This may
measuring muscle spasticity. In the study by indicate that the MTS may provide more reliable
Mehrholz et al. [32], despite participation of measurements with spastic muscles. A study with
experienced physical therapists, moderate-to-very inclusion of patients having the whole grades on the
good reliability for various muscle groups were scale is warranted to test this hypothesis.
found. There was not consistent good reliability Results from this study showed moderate and
observed over all muscle groups. Although experi- moderately high reliability for R2 and R1, respec-
ence and training in the assessment of muscle tively, despite the fact that the raters were assisting
spasticity may increase the reliability, these results each other which is not the same level of indepen-
raise questions about the validity of the MTS. The dent measurement when raters are truly blinded.
scale has been stated to be simple to utilize for rating In order to measure R2 and R1 reliably, sufficient
spasticity [25]; so a high agreement was expected for training and practice to the raters might be needed
quality of muscle reaction between raters. [33]. The raters in the present study were not given
A limited range of scores was selected by the such training. The aim was for the situation to
raters. A full spectrum of MTS scores was also not resemble the clinical context, where newly trained
achieved in the study by Mehrholz et al. [32]. The physical therapists may be asked to examine these
grades of ‘3’ and ‘4’ were not scored in the present types of patients. The measurement differences
study. One reason may be the velocity used for between these raters for R2 and R1 were high,
passive stretching of muscle. The spasticity is which is in agreement with previous studies report-
velocity dependent [2] and with increase in stretch ing large variability in the magnitude of angular
velocity, resistance to passive movement increases measurements [33, 34]. The amount of experience
Spasticity assessment with modified Tardieu scale 1011

of the raters and the degree preparation to use the experience, which suggests caution when using the
scale might be factors that played roles in this study. MTS. Previous reports have shown great variability
In previous investigations, the level of reliability was for R2–R1 [34, 41], so that the authors cast doubt
unchanged by training and experience, such that on the usefulness and the ability of the MTS for
the participation of experienced raters [32, 33, 35], measuring spasticity.
more training sessions [32], training workshop [33]
and familiarity with scale [35] did not improve the
reliability. Therefore, the problem may be that Conclusion
the scale itself is not suitable for the clinical use.
These raters explained that the differences in the The current study did not find high inter-rater
degree of patients’ muscle spasticity and the postur- reliability for R2–R1 measures of the Modified
ing of the limb might have contributed to moderate Tardieu Scale. The other measures of the scale did
reliability for R2, as these could have affected the not reach the acceptable level of high reliability, as
goniometry (aligning the arms of the goniometer well. Wide variations were noted in the measure-
with the bony landmarks). Hence, the manual ments of R1, R2 and R2–R1 between raters. Further
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measurement of joint angles for R2 and R1 is likely investigations are needed for the MTS before it is
to be variable due to factors influencing the raters. suggested to be used commonly in the clinic and for
Raters also reported that the level of spasticity and research purposes.
relaxation of some patients had changed between
trials.
Kilgour et al. [41], despite the participation of Acknowledgements
experienced physical therapists in the study, found
significant errors in measurements. The difficulty We are grateful to patients participating in this study.
in determination of end range positioning has been Declaration of interest: The authors report no
shown as a significant source of error in the conflicts of interest. The authors alone are respon-
For personal use only.

measurement of joint angles [41]. It is therefore sible for the content and writing of the paper.
important to establish the reliability of passive range
of motion in adult patients with spastic hemiplegia
and the acceptable magnitude of differences in joint
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