Spondylogenic Backache: Soft: Tissue Lesions and Pain Mechanisms
“Knowledge of structure of the human body is the foundation on which all rational medicine and surgery is built.”
–Mondini de Luzzi
By far, the most important soft tissue syndromes to be described in this chapter are lesions of the disc: disc degeneration with or without disc rupture, and the secondary phenomenon of root encroachment. But no discussion of soft tissue lesions would be complete without including “fibrositis” and “myofascial pain syndromes.” When you read Chapter 10, you will note that these syndromes are included in the psychosomatic classification of nonorganic pain and have been given the descriptive term of “the orthopaedic ulcer.”
The major factor that has clouded and confused the diagnosis of soft tissue lesions of the back is the phenomenon of referred pain (23). When a deep structure is irritated by trauma, disease, or the experimental injection of an irritating solution, the resultant pain may be experienced locally, referred distally, or experienced both locally and radiating to a distance. The classic example is the patient experiencing myocardial ischemic pain who may report discomfort, numbness, heaviness, and/or a sensation of swelling in the arm along with referred pain to other sites, such as the neck and jaw or the shoulder. It is important to recognize that tenderness may also be referred to a distance. The injection of hypertonic saline into the lumbosacral supraspinous ligament may give rise to pain radiating down the leg as far down as the calf, and the pain may also be associated with tender points commonly situated over the sacroiliac joint and the upper outer quadrant of the buttock (Fig. 4-1).
The complaint of pain and the demonstration of local tenderness may obscure the fact that the offending pathologic lesions are centrally placed and may lead the clinician to believe erroneously that the disease process underlies the site of the patient’s complaints. This erroneous belief may apparently be confirmed by the temporary relief of pain on injection of local anesthetic into the site of the referred pain. These points must be borne in mind when the clinician considers soft tissue lesions giving rise to low back pain.
The Neurophysiology of Pain and Referred Pain
Pain is a complex neurophysiologic phenomenon, initiated peripherally, appreciated centrally, and in between modified by a complex relationship of fiber tracts (18). Chronic pain carries with it the burden of past experiences and emotional and socioeconomic reactions (18). Is it any wonder that scientists have not solved the puzzle of pain? Add to that the fact that patients cannot describe pain, and we have a foundation of quicksand on which to construct an understanding and treatment of one of the most common presenting complaints in medicine: low back pain.
Let us try to follow pain from its origin to a patient’s response to the painful stimulus.
Peripheral Modulation
Step 1
Nerve endings of many different types (encapsulated or free nerve endings) detect the painful stimulus. These nerve endings that detect pain are known as nociceptors.
Step 2
The impulse message of pain travels through afferent sensory nerves in large (fast conduction myelinated A fibers) and smaller and slower conduction nonmyelinated C fibers.
Step 3
The dorsal ganglion (Fig. 4-2) contains the cell bodies for the conduction axons in Step 2. Here, a synapse occurs, and the messages continue on to the dorsal horn of the spinal cord. There is some consideration that a threshold of stimulus has to be reached before the impulse message of pain makes it through the synapse in the dorsal root-ganglion. This represents the first of the various gates that painful impulses have to traverse (23).
Step 4: The Dorsal Horn—The Gate
From the dorsal root-ganglion, impulses travel to the dorsal horn substantia gelatinosa (Fig. 4-3). This is where Wall and Melzack (23) have erected their primary gate construct. They have postulated the presence of a sorting-out center in the dorsal horns of the spinal cord. These sorting-out centers act to increase or decrease the flow of nerve impulses from the peripheral fibers to the central nervous system (CNS). How the gate behaves is determined by a complex interaction of distal afferent stimulation and descending influences from the brain. There is a critical level of pain information that arrives in the dorsal horn and that will stimulate and open the gate and allow for higher transmission (Fig. 4-3).
FIGURE 4-2. The proximal origins of the peripheral nerve fiber tracts. The dorsal root-ganglion is designated by the arrowhead on the right. |
The dorsal (sensory) afferent fibers travel in the dorsal root entry zone for one or two segments before entering the dorsal horn (Fig. 4-3). The dorsal horn is made up of six lamina. Which lamina a sensory fiber synapses in is determined by the fiber size:
C fibers terminate in laminae 1 and subsequently in lamina 2.
A δ fibers terminate in laminae 2 and 5.
Like computers, these laminae simulate the information delivered, pass it back and forth, and receive descending modulation impulses. It is after this computerized analysis of the information that the pain impulses are ready for collection and discharge up the spinal cord pathways. This section of the dorsal horn is the gate center for pain modulation.
It is thought that activity in the nonmyelinated C fibers tends to inhibit transmission and thus closes the gate; conversely, small myelinated A δ—fiber activity facilitates transmission and opens the gate.
From a clinical point of view, trigger zones in the skin and muscle are postulated to keep the gate open. Anxieties, depression, life situation pressures, and past memories of pain can all serve to keep the gate open and increase the appreciation of pain. Local anesthetic/steroid trigger injections are used to negate this phenomenon. Likewise, transcutaneous electrical nerve stimulation
units are used to stimulate the C fibers and close the gate to transmission of pain impulse to higher centers. The most common “gate closers” are obviously analgesics.
units are used to stimulate the C fibers and close the gate to transmission of pain impulse to higher centers. The most common “gate closers” are obviously analgesics.
Step 5: The Spinal Cord Tracts (Transmission Pathways)
Now, things really get complicated. What is known for sure is that, from the dorsal horn, pain fibers cross to the opposite side to ascend in the spinothalamic tract (Fig. 4-4).
Within the human spinal cord, there are approximately five ascending pathways for the pain impulses:
Spinothalamic tract
Spinoreticular tract
Spinomesencephalic tract
Spinocervical tract
Second-order dorsal column tract
These tracts are not independent pathways to higher centers but, instead, have many cross-connections. In fact, the spinoreticular and spinomesencephalic tracts are considered one and the same by some neurobiologists (8). They are probably “brainstem” tracts, carrying an altering message to the reticular formation that pain is something with which the body is going to have to contend. These tracts end in the brainstem reticular zones of the medulla and pons.
The last two listed tracts are more theoretical than real and are simply mentioned for completeness.
By far, the most important afferent pain pathway is the lateral spinothalamic tract, which is located in the anterolateral column of the cord and carries crossed pain fibers from the contralateral side of the body. After the afferent fibers leave the dorsal horn gray matter zone, they cross the midline to enter the spinothalamic tract. More caudal fibers are displaced laterally as more cephalad fibers enter the tract from the opposite side (Fig. 4-5).
Pathways for temperature sense travel in close association with the lateral spinothalamic tract. It is the lateral spinothalamic tract that is transected during percutaneous cordotomy for the control of pain.
Step 6: The Higher Centers
Higher centers for receipt of pain fibers. As higher levels in the CNS are observed, the discrete sensory tract blends into many other CNS pathways. To say exactly where every pain pathway goes at this higher level is impossible. Only the most basic concepts are mentioned here:
Fibers from the spinothalamic tract go to the thalamus, from whence they are distributed to many higher centers.
Other afferent sensory tracts end in the brainstem reticular formation.
Fibers from the thalamus going on to higher cortical centers travel through the internal capsule.
Many of these fibers will end up in the postcentral gyrus of the cortex, which is considered to be the predominant sensory area of the cerebral cortex.
Summary of concepts presented. When trying to understand the nervous system pathways for pain, one is struck by the multidimensional character of pain:
There are multiple nociceptors activating multiple neural systems.
There are multiple ascending tracts.
There are multiple CNS receptors.
FIGURE 4-4. Pain fibers cross (in the same segment or one or two cord segments higher) to enter the lateral spinothalamic tract on the opposite side. |
Step 7: The Psychological Aspects of Pain
The greatest gray area in trying to understand pain lies in the obvious psychological modulation of pain that occurs in every human being. As clinicians, we are aware of patients in whom the slightest amount of pain seems to cause significant disability, and we are also aware of patients in whom a significant amount of pain is accompanied by little alteration in acts of daily living. The reason for this discrepancy and range of pain response lies in understanding the psychological aspects of pain, which are best depicted in Figure 4-6 (14).
FIGURE 4-6. The staging of pain originating with the painful stimulus (received by the nociceptors). |
The nociception circle is the actual injury. The pain response is the result of the injury. Without any psychological modification, a patient would suffer with the pain.
The difficult part of this diagram is the pain behavior circle. This is what is manifested by the patient and what doctors and relatives observe in a patient experiencing pain. Pain behavior is wrapped up into the theories of primary and secondary pain and may include moaning, grimacing, limping, excessive talking, excessive silence, refusing to work, seeking health care, and taking medications. The clinician can only conclude that pain is always accompanied by a display of emotions. These emotions are in the form of anxiety, fear, depression, anger, aggression, and so forth, and manifest themselves as pain behavior. Waddell et al. (22) have enhanced this concept with their Glasgow illness model (Fig. 4-7), which is more applicable to the back pain sufferer—plied and enticed by such societal phenomena as accidents, lawyers, courts, and financial awards.
The emotional intensity and pain behavior of the patient are significantly related to genetic makeup, cultural background, and interpretation of past events. It is an extremely complex cognitive process beyond the scope of this book.
From the six previous steps and multiple “hoop jumps,” let us try to construct a theory of referred pain!
Referred Pain
From the original work of Kellgren (12) to the more recent work of Mooney and Robertson (17), the concept of referred pain has enjoyed wide support among spine surgeons. Whether this support is correct remains to be seen in light of new work that must be done in this field. The most confusing position has been stated by Bogduk and Twomey (3), which states that if pain traveling down the leg is not associated with neurologic symptoms or signs, it is not true radicular pain. This is obviously incorrect, because many patients with sciatica, especially those in the younger age group, present exclusively with leg pain and marked reduction of straight leg raising (SLR), with little in the way of neurologic symptoms or signs. On investigation, they are found to have a disc herniation; when the disc herniation is treated, these symptoms abate. To conclude that these patients had referred sclerotomal or myotomal pain rather than true radicular pain is obviously an error.
At the other end of the spectrum, there are those in the field who state that any pain that does not go below the knee is referred pain and that any pain that travels below the knee is radicular pain. This also is incorrect because there are many young patients who present with a disc herniation manifested only by high iliac crest or buttock discomfort. On investigation, they are found to have a disc rupture; when the disc rupture is treated, their pain disappears.
Finally, there are patients who have radiating pain down the leg, full SLR, and no neurologic changes and who are also thought to have referred extremity pain. Some of these patients are in the older age group and, on computed tomography (CT) scanning and magnetic resonance imaging (MRI), are found to have various degrees of encroachment in the lateral zone. When these encroachment phenomena are relieved microsurgically, the pain disappears and, obviously, they have had radicular rather than referred discomfort.
For all of these reasons, it is time to repeat the work of Kellgren (12) and Mooney and Robertson (17), knowing exactly the pathology that lies at each segment as documented on CT scan and MRI. It is predicted that many of the patients who have previously been tagged with the label “referred pain” will, in fact, have radicular pain due to the direct involvement of a nerve root.
Many experts would accept patients as having referred pain when they present with a very diffuse sensation in their legs, which is bilateral in nature and not associated either with any radicular pattern or any root tension irritation or compression findings. Provided that those patients do not have spinal stenosis on CT scan or MRI, they probably have referred pain.
The concept of referred pain is one of two types of discomfort. Either it is a deep discomfort felt in a sclerotomal or myotomal distribution or it may be superficial in nature and felt within the skin dermatomes. The fact that gallbladder pain can be felt in the shoulder obviously supports the fact that referred pain is a phenomenon that does occur.
In theory, somewhere in the nervous system is a convergence and summation of nerve impulses from the primary painful area. This is probably lamina 5 in the dorsal horn. The stimulation of this lamina opens a gate and allows central dispatch of the pain message and distal referral of other sensations that indicate referred pain. The essential feature of the relationship between the site of the pain and the distal referral is the common segmental origin of the sensory innervation for both the origin and the distal referral site. Some of that commonality may occur in the complicated ascending pathways in the spinal cord. You can increase the painful sensation by touching the sites of referred pain. These areas are known as trigger zones, and, through various methods of stimulation and anesthetization, referred pain can be altered.
In summary, the concepts of referred pain are likely to be alerted with today’s sophisticated investigations in the form of CT scanning and MRI. With these tools in hand, it is time to go back and repeat the outstanding work of Kellgren (12) and Mooney and Robertson (17) in an attempt to further understand the concept of referred pain.
Myofascial Sprains or Strains
Partial tears of the attachment of muscles may occur, giving rise to local tenderness and pain of short duration. There is always a history of specific injury. The pain and tenderness are always away from the midline. This is a young person’s injury occurring in strong muscles that are guarding a healthy spine. A similar injury sustained by an older man, with weaker muscles and degenerated disc, is much more likely to result in a posterior joint strain.
The lesions heal quickly with the passage of time despite, rather than because of treatment. Injections of local anesthetic (with or without the addition of local steroids) into the areas of maximal tenderness certainly afford temporary relief of varying duration, but it is doubtful whether they speed the resolution of the underlying pathology.
The symptoms may persist for approximately 3 weeks, during which time the patient is well advised to avoid provocative activity. If symptoms persist beyond this period of time, the problem should be carefully reassessed lest some more significant underlying lesion has been overlooked.
Fibrositis (Fibromyalgia) and Myofascial Pain Syndromes
The name “fibrositis” was first introduced by Sir William Gowers (7) in 1904, when he coined the word to denote nonspecific inflammatory changes in fibrous tissue that he felt were responsible for the clinical syndrome of “lumbago.” Fibrositis is now the most common cause of chronic, widespread, nonarticular, musculoskeletal pain in general practice. To date, the underlying pathologic lesion has never been demonstrated histologically and probably does not exist. The so-called fibrositic nodules, or tender points, which are palpable over the iliac crest, are usually localized nodules of fat. These “trigger points” are considered to be one of the hallmarks of fibrositis. Never mind that the examiner forgot to test the skin overlying these trigger points for tenderness or that the point locations have not been submitted to rigid scientific testing to determine validity.
The tender points are situated in an area that is a common site of referred tenderness derived from an underlying spinal lesion and they, along with the overlying skin, may be tender on pressure. The demonstration of a tender nodule associated with back pain and the occasional relief of
symptoms by the injection of local anesthetic has lent weight to this clinical concept. Surgical exploration of the nodules has revealed their questionable anatomic nature.
symptoms by the injection of local anesthetic has lent weight to this clinical concept. Surgical exploration of the nodules has revealed their questionable anatomic nature.
The concept of fibrositis becoming the most common cause of back pain in general practice for nearly half of a century is a classic example of how the phenomenon of referred pain and tenderness have clouded the recognition of the pathologic basis of low back pain derived from soft tissue disorders. There is no reason why the term should not be retained to describe the clinical syndrome: “low back pain of undetermined origin associated with tender points.” However, it must be remembered that the term does not denote a specific pathologic process. Rather, it describes a perfectionist or anxiety-laden personality, with diffuse chronic pain, in whom the bones, joints, bursae, and nerves are normal. These patients complain of musculoskeletal pain; nothing can be found on physical examination or investigation (except the tender points), so these patients are lumped into the nebulous category of fibrositis. If their syndrome is localized to one area of the body, such as the low back, there is a tendency to label the entity “myofascial pain syndrome” rather than fibrositis. This hair splitting does little to help us understand the problem.
Much of what we are describing throughout this text conforms to the traditional medical model of disease:
A rational collection of symptoms and signs
A probable diagnosis
Verification of the diagnosis through investigation
Resolution through scientifically proven treatment regimens
Fibrositis does not fit this model. Although it is a recognizable collection of symptoms (with few signs) (Table 4-1), it fails the remaining tests of the traditional medical model. By the time the diagnosis is made, you have a despondent patient and a frustrated primary care physician.
There is little question that the syndrome can be modified by psychosocial and economic factors (20).
Treatment of fibromyalgia patients is less than gratifying because the syndrome cannot be cured. Those clinicians with the patience of Job can do a great deal to ameliorate symptoms and lead patients to a better quality of life.
Effective methods of treatment have included some or all of the following:
Reassure the patient of the benign nature of the problem.
Do not reinforce through excessive investigation or treatment that the problem is serious.
Provide extensive education to the patient: make the patient the center of the solution and encourage him or her to take control of the symptoms through:
Behavioral modification.
Loss of weight.
Improved physical fitness.
Abstinence from smoking and excessive alcohol intake.
Judiciously use drugs such as mild analgesia/anti-inflammatories and antidepressants.
Limit the repetitive use of trigger point injections.
Control unlimited use of manipulation, modalities, biofeedback, and so forth, until the patient has a clear understanding of the nature of fibrositis and the noncurative nature of these interventions.
Discourage politicians and bureaucrats from liberalizing compensation and Social Security regulations that encourage this syndrome through financial reward.
TABLE 4-1 Clinical Characteristics of Fibrositis | ||
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FIGURE 4-8. The piriformis muscle (arrow) exiting the sciatic notch, with the sciatic nerve (*) in close proximity. Spasm of the piriformis muscle may irritate the nerve. |
All too often, the doctor-patient relationship follows two extremes concerning fibrositis: (a) “The condition doesn’t exist; all of the patients are crazy and I will not care for them” and (b) “The patients are sick and require extensive investigation and treatment,” which some clinicians would describe as overservicing. The best road to follow with these patients is the middle road, helping the patient to understand the psychosomatic nature, placing them in a vigorous self-supervised exercise program and, on occasion, providing low doses of amitriptyline (Elavil) to help with the sleep disorder.
Piriformis Syndrome
The piriformis muscle has taken on a high profile as a cause of sciatica. A number of patients with pain down their leg in a sciatic distribution will arrive in the clinician’s office with the latest newspaper clip describing how the piriformis muscle (Fig. 4-8) has trapped the sciatic nerve deep in the buttock. This entrapment, theoretically, causes pain radiating down the leg in a sciatic distribution and up into the back. The presentation is identical to lumbosacral root encroachment problems, such as disc herniations and lateral zone encroachment. A variant of this syndrome is the carrying of a fat wallet in one’s hip pocket, which in turn puts pressure on the piriformis muscle and irritates the sciatic nerve.
Proponents of this syndrome as a cause of sciatic pain say they can diagnose and treat the condition by stretching the hip into internal rotation (Fig. 4-9). Modalities such as ultrasound and massage to the piriformis area of the buttock have been proposed to reduce muscle spasm and inflammation.
FIGURE 4-9. The stretching exercise to relieve piriformis muscle spasm. In the supine position, with the hip and knee flexed and the foot crossed, (*) the hip is adducted (arrow). |
The problem with this diagnosis and treatment is the lack of scientific testing of the parameters. Until appropriate studies on the clinical presentation and effective treatment are provided, it is best to see this diagnosis as a low-level possibility in a patient who probably has sciatica due to a disc rupture or subarticular root encroachment.