Abstract

BackgroundAlthough the Western Ontario and McMaster University Osteoarthritis Index (WOMAC) is considered the leading outcome measure for patients with osteoarthritis of the lower extremity, recent work has challenged its factorial validity and the physical function subscale's ability to detect valid change when pain and function display different profiles of change. This study examined the etiology of the WOMAC's physical function subscale's limited ability to detect change in the presence of discordant changes for pain and function. We hypothesized that the duplication of some items on the WOMAC's pain and function subscales contributed to this shortcoming.MethodsTwo eight-item physical function scales were abstracted from the WOMAC's 17-item physical function subscale: one contained activities and themes that were duplicated on the pain subscale (SIMILAR-8); the other version avoided overlapping activities (DISSIMILAR-8). Factorial validity of the shortened measures was assessed on 310 patients awaiting hip or knee arthroplasty. The shortened measures' abilities to detect change were examined on a sample of 104 patients following primary hip or knee arthroplasty. The WOMAC and three performance measures that included activity specific pain assessments – 40 m walk test, stair test, and timed-up-and-go test – were administered preoperatively, within 16 days of hip or knee arthroplasty, and at an interval of greater than 20 days following the first post-surgical assessment. Standardized response means were used to quantify change.ResultsThe SIMILAR-8 did not demonstrate factorial validity; however, the factorial structure of the DISSIMILAR-8 was supported. The time to complete the performance measures more than doubled between the preoperative and first postoperative assessments supporting the theory that lower extremity functional status diminished over this interval. The DISSIMILAR-8 detected this deterioration in functional status; however, no significant change was noted for the SIMILAR-8. The WOMAC pain scale demonstrated a slight reduction in pain and the performance specific pain measures did not reflect a change in pain. All measures showed substantial improvement over the second assessment interval.ConclusionsThese findings support the hypothesis that activity overlap on the pain and function subscales plays a causal role in limiting the WOMAC physical function subscale's ability to detect change.

Highlights

  • The Western Ontario and McMaster University Osteoarthritis Index (WOMAC) is considered the leading outcome measure for patients with osteoarthritis of the lower extremity, recent work has challenged its factorial validity and the physical function subscale's ability to detect valid change when pain and function display different profiles of change

  • The results provided in this table convey the following information about the interval between the preoperative and first postoperative assessments: (1) the WOMAC pain scale displayed a decrease in reported pain; (2) no appreciable change took place in the performance pain measures; (3) there was a substantial increase in the time to complete the performance tests; (4) the DISSIMILAR-8 showed a significant deterioration in physical function; and (5) neither the WOMAC-PF nor SIMILAR-8 demonstrated change

  • Our results indicate the following: (1) factorial validity exists for the DISSIMILAR-8, but not for the SIMILAR-8 or WOMAC PF; (2) the DISSIMILAR-8 detected deterioration in functional status over the first assessment interval better than the SIMILAR-8 and WOMAC-PF; (3) all measures detected improvement over the second assessment interval; and (4) WOMAC pain subscale scores demonstrated substantially higher correlations with the SIMILAR-8 compared to the DISSIMILAR-8

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Summary

Introduction

The Western Ontario and McMaster University Osteoarthritis Index (WOMAC) is considered the leading outcome measure for patients with osteoarthritis of the lower extremity, recent work has challenged its factorial validity and the physical function subscale's ability to detect valid change when pain and function display different profiles of change. At the Outcome Measures in Arthritis Clinical Trials (OMERACT III) conference, pain and physical function were identified as the top two core outcomes for patients with osteoarthritis (OA) of the hip or knee [1]. Conceived for patients with osteoarthritis of the hip or knee, the WOMAC is a selfreport disease specific measure developed by Bellamy using a clinimetric approach [4]. WOMAC items were generated using a structured interview that included open- and closed-ended questions applied to 100 patients with primary osteoarthritis of the hip or knee. The WOMAC has been used extensively in clinical intervention studies including drug trials [7,8], exercise [9,10,11] and modality studies [12,13], and joint replacement surgery investigations [14,15,16,17]

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