Abstract
BACKGROUND:
Hamstring shortening altered joint reaction forces during activities of daily living (ADL), causing knee pain. Moreover, weak quadriceps may negatively distribute the compressive and shear forces at the knee joint.
PURPOSE:
The study examined the effect of adding hamstring stretching to quadriceps strengthening exercises on joint space narrowing (JSN), medial joint space width (mJSW), and physical abilities in patients with knee osteoarthritis (KOA).
METHODS:
A total of 42 osteoarthritis patients, aged from 50 to 65 years, were randomized and assigned into 2 groups: the study and the control groups. Quadriceps strengthening exercises were given to both groups, while static hamstring stretching was applied to only the study group. Patients of both groups were screened with a weight-bearing x-ray beam to investigate the JSN, mJSW, and functional abilities measured in the WOMAC scale. The Outcomes were evaluated at the baseline and immediately after 6 weeks of treatment.
RESULTS:
The mJSW improved in the study group (
CONCLUSION:
Adding static hamstring stretching to quadriceps strengthening exercises provided a substantial effect on mJSW, JSN, and functional abilities in KOA patients.
Keywords
Introduction
Knee osteoarthritis (KOA) is a debilitating musculoskeletal problem that encumbers more than 250 million persons across the globe [1]. The relevant clinical findings in KOA patients include joint stiffness, decreased range of motion (ROM), quadriceps muscle weakness, and disturbed proprioception awareness [2]. Pain and functional limitations are the most frequent issues of complain in KOA patients, especially in people over 45 years of age (19.2–27.8%). X-ray revealed that around 37% of patients over 60 s years of age had KOA [3]. Joint space narrowing (JSN) is highly correlated with chronic knee osteoarthritis as well as meniscal tears [4]. Quadriceps weakness could increase the load on the knee joint. Moreover, quadriceps weakness may negatively distribute the compressive and shear forces at the knee joint [5, 6].
In a previous cohort study, weakness of quadriceps muscle was found to be highly associated with JSN of tibiofemoral and patellofemoral joints in females [7]. Culvenor et al. stated that the developed risks of cartilage damage in lateral patellofemoral arthritis in women were related to decreased quadriceps strength [8]. On the other hand, although increased quadriceps strength improved knee pain and functional abilities in patients with knee osteoarthritis, high quadriceps strength did correlate with cartilage loss of the tibiofemoral joint, even in malaligned knees [9].
The flexibility status of the hamstring muscles is one of the most important aspects that could influence soft tissues elasticity around the extended knee joint [10]. Hamstring shortening altered the biomechanics substantially, leading to increased joint reaction forces during activities of daily living (ADL), causing knee pain [11]. In comparing healthy subjects and patients suffering from KOA, hamstring flexibility was found higher in KOA compared to that in healthy subjects [12]. Hamstring tightness has an impact on the function and biomechanics of the knee and hip joints, possibly leading to dysfunction. Additionally, hamstring shortening could induce muscle weakness, improper action of the quadriceps muscle, and postural disorders [13]. Reduced hamstring flexibility leading to increased functional limitations in patients with KOA has already been proven. Such patients need to be introduced to hamstring stretching exercises [14].
Impairment of strength and flexibility in muscle around knee OA is one of the significant causes that affect the dynamic stability, functionality, and the ability of the knee joint to absorb the load [15]. Despite debate on whether quadriceps weakness plays an essential role in mJSW and JNS, and cartilage loss, little is known about the relationship between hamstring flexibility and quadriceps strength to maintain or improve knee joint space in KOA. Notably, this study is the first concerning the effect of hamstring stretching combined with quadriceps strengthening exercises on radiological and clinical measures in KOA. This study examined our hypothesis that the addition of hamstring stretching to quadriceps strengthening exercises helps improve the joint space narrowing (JSN) and medial joint space width (mJSW) as the primary outcome of measures, enhance physical abilities in patients with KOA as the secondary outcome.
Methods
Subjects
This study was a randomized controlled, double-blinded two-armed study in which a total of 50 patients, aged 50 to 65 years old, diagnosed with KOA were. All patients were diagnosed and referred by orthopedists and orthopedic surgeons to the physiotherapy outpatient clinic, College of Applied Medical Sciences, Prince Sattam Bin Abdulaziz University, Saudi Arabia. All patients were assigned and completed a consent form, which ensured the acceptance of participation. The ethical approval number of the study was registered to and granted from the ethical research committee (No. RHPT 022018) of the Physical Therapy and Health Rehabilitation Department. The existence or absence of JSN and osteophytes in the medial and lateral compartments of tibiofemoral joints was identified.
Patient randomization and dropouts.
The patients were recruited for the study if they met the followings criterias: (1) Their age ranged from 50 to 65 years; (2) their body mass index (BMI) is situated between 28 to 31 Kg/m
Exclusion criteria
Patients were excluded if (1) the lateral compartment of the tibiofemoral joint scored in OARSI JSN or had osteophytes, (2) they had practiced routine physical activities during the last six months, (3) any musculoskeletal problems, cardiovascular diseases, or knee surgery substantially interfered with the patients’ performance, (4) the pain score measured on a visual analog scale (VAS) was less than 1 or more than 8, (5) the patient was injected with analgesics or anti-inflammatory drugs throughout the last 12 weeks, and (6) the medications of cartilage repair or maintenance should have been stopped during the last six months but was still taken.
Randomization and allocation
All participants were randomized and assigned into one of two groups: the study group and the control group. Randomization was conducted using a hidden computer-sequential list of recruited participants. Each participant was assigned a number that was sealed in envelopes. Patients’ dropouts and withdrawals were shown in Fig. 1.
Study plan
All patients were measured for variables of interest at baseline (pre) and immediately after the end of 6 weeks of treatment (post). Unilateral or bilateral knees were analyzed if the knee scored grade 2 or 3 on the Kellgren-Lawrence scale. Those variables of interest were maximum voluntary isometric contraction (MVIC), joint space narrowing (OARSI JSN), medial joint space width (mJSW), and physical abilities measured in Western Ontario and McMaster Universities Osteoarthritis Index (WOMAC). The concentric isokinetic training and hamstring static stretching were applied to the study group, while patients in the control group received concentric isokinetic training only.
Assessment procedures
Outcome measures were examined at the baseline and after the end of treatment as follow:
Radiographic outcomes
A standard fluoroscopic x-ray beam was used in screening each patient. A bilateral weight-bearing of semi-flexed knee position was used to assess the posteroanterior view of the tibiofemoral compartment of the knee joint. The radiologist who shared in the current study conducted the screening of the knee joint by using a metacarpophalangeal (MTP) knee view. The patient stood with a slight feet-external rotation at 15
These behavioral variables were considered secondary outcomes, given the treatment asymmetry (stretching only applied to the treatment group). The radiological domains were as follows:
Joint space narrowing (OARSI JSN)
The severity and degree of JSN were rated autonomously by 2 radiologists, who did not participate in the study, blinded to both the patient’s radiographic film and the treatment group. Grades from 0 to 3 were available. A rate that gained the agreement of the two readers was analyzed. A third radiologist was also consulted if there was a contradiction between the two readers [20, 21].
Medial joint space width (mJSW)
A digitalized caliper was used to estimate mJSW (mm) of the medial tibiofemoral compartment. The radiologist used calipers for manual measurement. The interbone length was measured between the caliper points on the radiograph [19].
Physical abilities
A WOMAC questionnaire examined the functional abilities, including the three domains of pain, stiffness, and physical function, by answering five, two, and seventeen questions, respectively. Each question was rated from 0 to 4; higher scores meant worsening of symptoms. Available high score for each subscale is 20, 8, and 68, respectively. Finally, a global score was gained by addition of all three subscales [22].
Active knee extension test (AKEt)
The AKEt comprehensively measured the hamstring flexibility before and after 6 weeks of intervention. The test was conducted at a temperature of 23
Strength of quadriceps muscle
The maximum voluntary isometric contraction (MVIC) in N.m is considered a valid measure for muscle strength. The MVIC of the quadriceps muscle was measured at 60
Treatment procedures
Quadriceps strength training
The patient strengthened the quadriceps muscle by using an isokinetic dynamometer (CSMI Humac 2009, Cybex II, II
Static stretching of hamstring
The participants laid supine with 90
Sample size calculation
The sample size was estimated using effect size (
Statistical analysis
All statistical analyses were carried out through the SPSS software package version 23. Mean and standard deviation described the variables of interest: OARSI JSN, mJSW, MVIC, AKE, and WOMAC. The Shapiro-Wilk test ensured the normality of data. Independent
Results
Basic and demographic characteristics
Thirty-nine patients were analyzed; however, a total of 67 knees were investigated (study group: 31 knees; control group: 36 knees). The basic and demographic characteristics revealed homogeneity between the two groups since there were no significant differences (Table 1).
Basic and demographic characteristics of two groups
Basic and demographic characteristics of two groups
BMI: Body mass index; CI: Confidence interval; Q1:
Differences of radiological and clinical outcomes between the two groups
JSW: Joint space width; AKEt: Active knee extension test; WOMAC: Western Ontario and McMaster Universities Osteoarthritis; JSN: Joint space narrowing; MVIC: Maximum voluntary isometric contraction; CI: Confidence interval;
Differences of radiological and clinical measures from pre- to post-treatment between the study and control groups are depicted in Table 2. There was a significant interaction in mJSW (F [1, 65]
Relationship between active knee extension test scores (AKEt) and medial joint space width (mJSW).
Relationship between active knee extension test scores (AKEt) and total score of WOMAC.
There was a significant interaction in the total score of WOMAC as F (1, 65)
A Wilcoxon signed-rank test investigated the difference of medians in the OARSI JSN scores and revealed that the sum of ranks between pre- to post-treatment in each group was statistically significant (study group: sum of ranks
A Pearson correlation coefficient was conducted to investigate the relationship between the AKEt scores and mJSW and WOMAC total score in the study group, as illustrated in Figs 2 and 3. There was a strong positive relationship between AKEt scores and mJSW (
To our knowledge, this study was the first to examine the effect of adding hamstring stretching to quadriceps strengthening on the mJSW, OARSI JSN, and functional abilities in osteoarthritis patients. It is well-known that strengthening thigh muscles provides a considerable effect on attenuating risk factors for KOA. Andriacchi et al. mentioned in their study that one of the quadriceps’ roles is to protect the articular surface of the knee joint from excessive loads. Authors have mentioned quadriceps weakness as one of the main causes of degeneration in the knee joint [27].
However, the novelty and importance of this study lay in exploring and clarifying the effect of adding hamstring stretching to a strengthening program for treating KOA. We hypothesized that increased hamstring flexibility plays an important role in improving the joint space, enhancing functional abilities, and decreasing pain level.
Our results showed that the effects of hamstring stretching applied with concentric strengthening exercises of the quadriceps muscle improved the joint space as measured in mJSW. To be noted, the mJSW is the length measurement between of highest point of the femoral condyle and the hindmost point of the tibia [28]. Moreover, there was a strong correlation (
Our speculation for that big discrepancy of improvement in mJSW and OARSI JSN between the control group and the study group lay in the lack of hamstring flexibility within the control group, which increased the knee joint compressive load. It was stated that a less flexible hamstring in such patients pulls the pelvis posteriorly and decreases the lordotic curve of the lumbar spine. As a form of compensation, the quadriceps is probably activated intensely to overcome the reduced hamstring flexibility, consequently applies more compressive loads on the knee joint components [29]. Park and Jung reported a significant improvement in pelvic displacement especially the anterior pelvic tilt after the hamstring stretching [30]. To sum up, the decreased anterior pelvic tilt, leading to stretching, hence increased force of the rectus femoris [31]. This mechanical hypothesis supports our finding that the patients in the control groups did not improve in quadriceps strength like the treatment group.
Furthermore, it is well-known that increased knee stiffness is due to increased tightness of the muscles surrounding the knee, including the hamstring, which operates by decreasing the anterior tibial translation and is accompanied by increased knee joint compressive load, which may protect the anterior cruciate ligament (ACL) [32].
So, increasing the hamstring flexibility in the study group and based on the aforementioned explanations should decrease the knee joint compressive load on the knee joint, which should improve the mJSW and score of OARSI JSN. Meanwhile, it was mentioned in a previous study that stretching exercises for the hamstring do not impose any danger to the ACL, which agrees with our findings in the current study [33]. For these reasons, stretching the hamstring might explain the significantly noticeable improvement of mJSW and OARSI JSN in the study group compared to that of the control group.
Rehabilitation programs for decreasing the knee joint compressive forces in KOA always include strengthening exercises to attenuate the compressive load, which could occur at the tibiofemoral joint. However, a previous study reported that the high-intensity strength exercise for the quadriceps did not significantly reduce the knee joint compressive forces after 18 months compared to other kinds of strength training exercises [34]. This result predicted our findings that the mJSW in the control group did not change significantly after quadriceps strengthening training only.
The addition of hamstring stretching exercise to the quadriceps strength program in the present study which yielded increased strength of quadriceps muscle in the study group compared with that of the control group (119.91 N.m;
It was observed that with the decrease in quadriceps strength came an increase in knee pain [38] and in difficulty of stair-climbing activities [39]. Hence, increasing the strength of the quadriceps muscle will lead to a significant reduction of knee pain for KOA patients. Additionally, hamstring stretching seems to induce an increase in the strength of the quadriceps muscle. A previous study confirmed that the improvement of knee extension range of motion due to stretching exercises was likewise accompanied by enhanced quadriceps peak torque (49%) at the end-range of knee extension [40]. Moreover, Lee et al. stated that the dynamic stretching of the hamstring muscle improved the quadriceps strength by
The results of the present study showed a significant alleviation of the pain in the study group (6.93
Clearly, adding a hamstring stretching program to quadriceps strengthening exercises provided significant benefits in decreasing knee pain. It could be attributed to enhanced blood perfusion of the muscle, which may consequently decrease pain level. In a previous study, Caliskan et al. examined the acute effects of 30-second static stretching of the rectus femoris muscle applied for a total of either 2 or 5 minutes. The results of that study revealed that both stretching durations induced vascular changes, and the blood flow increased significantly [44]. The stretching exercise improves vascular dilatation [45] by washing out substance P, which leads to a decrease in the pain level [46], improvement of knee range of movement [47], and physical performance [48].
In line with our results, a previous study suggested that the presence of functional limitations caused by hamstring tightness in patients with KOA could be treated by a flexibility exercise [14]. The results of the current study showed a significant improvement in functional abilities in the study group compared to the control group as the total WOMAC scores improved significantly (by 53.7%) in the study group. The study group also showed a moderately significant relationship (
The slight improvement of functional abilities measured in WOMAC and OARSI JSN in the control group could be attributed to the increased strength of quadriceps muscle. This is consistent with an earlier study that reported the increase of quadriceps strength resulting in decrease of the knee pain, which in turn led to improvement of the knee joint flexibility and, subsequently the achievement of a good level of physical activities [50].
Limitations
The study was limited to factors which could be controlled to enhance the generalization. First, the study was conducted with only grades 2 and 3 of the Kellgren-Lawrence scale for KOA; the effect of hamstring stretching on grade 4, i.e., more severe cases of knee osteoarthritis, may be different. Second, the study is limited to investigating only the static stretching of the hamstring. There are other techniques of stretching such as dynamic, PNF, and ballistic hamstring stretching which should be examined before the generalization of results. Third, the treatments were unbalanced between groups (quadriceps strengthening, only in the control groups) so that clinical, patient-centered outcomes, with particular reference to pain reports, could be biased in favor of the stretching group. Fourth, the study lacks follow-up, so it cannot give an accurate picture of the long-lasting effects of applying hamstring stretching on radiological and clinical measures in KOA.
Conclusion
Based on our results, static stretching of the hamstring alongside quadriceps strengthening added clinical value in improving mJSW, JSN, and functional abilities of osteoarthritis patients. This paper recommends the inclusion of static stretching of hamstring muscles in therapeutic programs for KOA treatment.
Author contributions
CONCEPTION: Waleed S. Mahmoud and Ahmed Osailan.
PERFORMANCE OF WORK: Waleed S. Mahmoud, Ahmed Osailan and Ragab K. Elnaggar.
INTERPRETATION OR ANALYSIS OF DATA: Waleed S. Mahmoud, Ahmed Osailan, Ragab K. Elnaggar and Ali B Alhailiy.
PREPARATION OF THE MANUSCRIPT: Waleed S. Mahmoud, Ahmed Osailan and Ragab K. Elnaggar.
REVISION FOR IMPORTANT INTELLECTUAL CONTENT: Ragab K. Elnaggar and Ali B Alhailiy.
Ethical considerations
All patients assigned and completed a given consent form, ensuring the acceptance of participation. The ethical approval number of the study was registered and granted from the ethical research committee (No. RHPT 022018) of the Physical Therapy and Health Rehabilitation Department. All procedures tracked instructions defined and expressed by the (Declaration of Helsinki, 1964).
Funding
The authors are grateful to the Deanship of scientific research at Prince Sattam Bin Abdulaziz University, Saudi Arabia, for financial support to accomplish this work. Project No. 2021/03/18445.
Footnotes
Acknowledgments
The authors are thankful to the Deanship of scientific research at Prince Sattam Bin Abdulaziz University, Saudi Arabia, for completing this work.
Conflict of interest
All authors state that they have no conflicts of interest.
