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3 What the practising rheumatologist needs to know about the technical fundamentals of ultrasonography Wolfgang A. Schmidt * MD PD Dr Med. Medical Centre for Rheumatology Berlin-Buch, Linden serper wef 19. 11, 13125 Berlin, Germany Marina Backhaus MD PD Dr Med. Department of Rheumatology and Clinical Immunology, Charite CCM, University Medicine, Charite ´platz 1, 10117 Berlin, Germany A transducer generates ultrasound waves and emits them into the body. Boundaries in or be- tween tissues reflect the waves, and the transducer receives the reflected waves. A computer converts the information into images that are displayed on a monitor. Image resolution is greater with higher frequencies, and penetration is greater with lower frequencies. Linear probes with frequencies between 5 and 20 MHz are mainly used for musculoskeletal ultrasound. Image quality and resolution have improved significantly. Tissue harmonic imaging and cross- beam technology aid in differentiating between anatomical structures, although borders appear artificially thickened. Three-dimensional ultrasound provides additional coronary planes, and contrast agents increase the sensitivity for synovial blood flow in inflamed joints. This chapter provides further information regarding which ultrasound technology is the best for purchase by a rheumatology unit, how to organize ultrasound clinics, and how best to per- form ultrasonography in daily practice, including the most important indications for ultrasound in rheumatology. Key words: ultrasonography; color Doppler ultrasonography; 3D ultrasonography; rheumatoid arthritis; Sjo ¨gren’s syndrome; giant cell arteritis; technology. THE PHYSICAL BASIS The term ‘ultrasound’ is somewhat self-explanatory. It refers to sound which is above the acoustic spectrum that can be heard by a human being. Humans are capable of * Corresponding author. Tel.: þ49 30 94792306; Fax: þ49 30 94792550. E-mail address: [email protected] (W.A. Schmidt). 1521-6942/$ - see front matter ª 2008 Elsevier Ltd. All rights reserved. Best Practice & Research Clinical Rheumatology Vol. 22, No. 6, pp. 981–999, 2008 doi:10.1016/j.berh.2008.09.013 available online at http://www.sciencedirect.com

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Page 1: What the practising rheumatologist needs to know about the ... · surface without use of a coupling medium, i.e. ultrasound gel, only 0.1% of the ultra-sound pulse is transmitted

Best Practice & Research Clinical RheumatologyVol. 22, No. 6, pp. 981–999, 2008

doi:10.1016/j.berh.2008.09.013

available online at http://www.sciencedirect.com

3

What the practising rheumatologist needs to

know about the technical fundamentals of

ultrasonography

Wolfgang A. Schmidt* MD

PD Dr Med.

Medical Centre for Rheumatology Berlin-Buch, Linden serper wef 19. 11, 13125 Berlin, Germany

Marina Backhaus MD

PD Dr Med.

Department of Rheumatology and Clinical Immunology, Charite CCM,

University Medicine, Chariteplatz 1, 10117 Berlin, Germany

A transducer generates ultrasound waves and emits them into the body. Boundaries in or be-tween tissues reflect the waves, and the transducer receives the reflected waves. A computerconverts the information into images that are displayed on a monitor. Image resolution is greaterwith higher frequencies, and penetration is greater with lower frequencies. Linear probes withfrequencies between 5 and 20 MHz are mainly used for musculoskeletal ultrasound.

Image quality and resolution have improved significantly. Tissue harmonic imaging and cross-beam technology aid in differentiating between anatomical structures, although borders appearartificially thickened. Three-dimensional ultrasound provides additional coronary planes, andcontrast agents increase the sensitivity for synovial blood flow in inflamed joints.

This chapter provides further information regarding which ultrasound technology is the bestfor purchase by a rheumatology unit, how to organize ultrasound clinics, and how best to per-form ultrasonography in daily practice, including the most important indications for ultrasoundin rheumatology.

Key words: ultrasonography; color Doppler ultrasonography; 3D ultrasonography; rheumatoidarthritis; Sjogren’s syndrome; giant cell arteritis; technology.

THE PHYSICAL BASIS

The term ‘ultrasound’ is somewhat self-explanatory. It refers to sound which is abovethe acoustic spectrum that can be heard by a human being. Humans are capable of

* Corresponding author. Tel.: þ49 30 94792306; Fax: þ49 30 94792550.

E-mail address: [email protected] (W.A. Schmidt).

1521-6942/$ - see front matter ª 2008 Elsevier Ltd. All rights reserved.

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982 W. A. Schmidt and M. Backhaus

hearing sounds with a frequency between 20 Hertz (Hz) and 20 000 Hz. Medical diag-nostic ultrasound applies frequencies of 1–25 MHz (1 MHz¼ 1 000 000 Hz).

Sound waves travel with a velocity of 1540 m/s. This means that they reach a distanceof 10 cm after 0.000065 s. Within 1 s, approximately 1000 ultrasound waves can beemitted and received from an object at a distance of 10 cm from the ultrasound probe.

Frequency (f) and wavelength (l) are inversely proportional to each other, i.e. f¼ 1/l.A higher frequency of sound waves leads to lesser penetration but higher resolution ofstructures. A lower frequency with longer wavelength leads to greater penetration inthe body, but a decrease in resolution. The physical frontier for discrimination betweentwo interfaces lying closely together is a minimum distance of more than half a wave-length between the two interfaces.

Ultrasound waves are generated by a transducer which consists of a disc with crys-tals of lead zirconate titanate. These crystals show a marked piezo-electric effect. Theytransform electrical potentials into mechanical vibrations and vice versa. Every time anelectrical current is passed through the crystals, the disc generates an ultrasoundpulse. Conversely, when the disc receives an ultrasound wave that returns from thetissue, it will deform and a voltage is generated on the transducer surface. In orderto produce a well-directed beam, the transducer disc is mounted at the end of a cylin-drical tube, also called a ‘probe’. At the other end of the tube, dampening materials aremounted to damp down the ultrasonic waves generated at the rear side of the disc.1

The emitted waves are subject to transmission and reflection. Transmission occurswhen a pulse passes through one tissue into another. Reflection back to the source ofthe pulse occurs when an ultrasound pulse is reflected at a boundary. The more twotissues differ in density from one another, the higher the amount of reflection; themore similar they are, the higher the amount of transmission. The mathematical rela-tionship determining the amount of reflection and transmission is given by the speed ofsound c and the specific acoustic impedance Z of the tissue. The impedance of soundin air is low. It is 10 000 times higher in muscle compared with air, and 50 000 timeshigher in bone compared with air. This leads to the phenomenon that the soundbeam does not penetrate bone at all.

The boundary between two different tissues is called an ‘acoustic interface’. Amarked interface exists between air and skin. If the transducer is placed on the skinsurface without use of a coupling medium, i.e. ultrasound gel, only 0.1% of the ultra-sound pulse is transmitted into the skin tissue and 99.9% is reflected off the skin sur-face. Ultrasound gel has an impedance similar to human tissue. Therefore, with the useof ultrasound gel or water, a much higher amount of the ultrasound pulse penetratesthe tissue under examination. Liquids, like blood, urine or synovial fluid, do not reflectsound waves.

When the surface of an object is flat and no air is present between the source andthe object, almost all of the ultrasound waves are reflected from the object at rightangles; the returning echoes are then detected by the transducer. The crystal recon-verts the returning ultrasound wave – with the same wavelength as the emitted wave –into an electronic potential. Subsequently, the electronic potential is converted bya computer into an ultrasound image. The transducer functions as a receiver of return-ing ultrasound echoes for approximately 99.9% of the time. The remaining 0.1% of thetime it acts as an emitter of sound waves.

Computer technology converts the information into images. Therefore, this tech-nique is often also called ‘ultrasonography’ or ‘sonography’. It distinguishes itself fromtherapeutic ultrasound by the amount of energy, as the energy of therapeutic ultrasoundis much greater. This leads to a considerable implication of warmth in the tissue of the

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The technical fundamentals of ultrasonography 983

body, and therefore it is widely used in the treatment of rheumatic diseases. Diagnosticultrasound also causes warming of human tissue, particularly when used as colour orpower Doppler ultrasonography, but this is to a much lesser degree. In general, ultra-sound is supposed to be safe although data on long-term substantive outcomes in ob-stetrics are lacking.2 Physicians have been asked to be careful when examining theuterus of a pregnant woman extensively with colour Doppler ultrasonography.

Ultrasound loses its energy as it propagates through the tissue. This loss of energyis called ‘attenuation’. There are three causes of attenuation: diffraction, scattering andabsorption. Diffraction refers to the bending of waves when they interact with obsta-cles in their path. Scattering means that waves are forced to deviate by non-uniformi-ties of the tissue, such as density fluctuations in fluids and inhomogeneous organs.Absorption means that acoustic energy is converted into heat energy. A material orsurface that absorbs sound waves does not reflect them. Absorption of a given mate-rial is frequency dependent. Attenuation results in echoes from deep body tissues be-ing displayed less intensively than those returning from superficial structures. Afunction of the ultrasound system called ‘time-gain control’ corrects the attenuationand technically intensifies the echoes returning from deeper structures.

TERMINOLOGY FOR ULTRASOUND

The rheumatologist who is using ultrasound equipment in his practice should knowseveral terms that are in use in conjunction with ultrasound.

A-mode

This is the simplest type of ultrasound. A single transducer scans a line through thebody. Along this line, the echoes are displayed on the screen as a function of depth.This mode is still sometimes used in ophthalmology to determine distances in the eye.

B-mode

‘B’ stands for ‘brightness’. This is the most commonly used mode in musculoskeletalultrasound. It is also called ‘grey-scale ultrasound’. An array of transducers simulta-neously scan a plane through the body. The information is displayed as a two-dimen-sional image on the monitor.

M-mode

‘M’ stands for motion. This mode is most commonly used in echocardiography to de-termine the movement of cardiac structures. Furthermore, M-mode studies can delin-eate the pulsation of an artery. M-mode displays the depth of echo-producinginterfaces along one axis and time along the second axis, recording motion of the in-terfaces towards and away from the transducer. M-mode images can be displayed onthe screen at the same time as B-mode images.

Doppler mode

This mode applies the Doppler effect. The Doppler principle states that sound wavesincrease in frequency when they reflect from objects (e.g. red blood cells) moving

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984 W. A. Schmidt and M. Backhaus

towards the transducer, and decrease in frequency when they reflect from objectsmoving away from the transducer. This information is transferred into sound.Furthermore, it is possible to delineate flow curves and to determinate the directionof blood flow.

Continuous wave Doppler

Continuous wave (CW) Doppler only assesses flow without providing anatomical im-ages. This method detects all the information of an axis through the body. The infor-mation is converted into sound or curves that are displayed on a screen. CW Dopplerdoes not provide information on distances.

Pulsed wave Doppler

Pulsed wave Doppler is more advanced than CW Doppler. This mode detects the in-formation in a selected anatomical region of the Doppler beam axis. The anatomicalregion is selected on the grey-scale image or the colour Doppler image.

Colour Doppler mode

This mode combines the Doppler effect with real-time imaging. The real-time image iscreated by rapid movement of the ultrasound beam. The information from Dopplerultrasound is integrated in the grey-scale image as a colour signal. This signal indicatesthe direction of blood flow. Red signals indicate flow that is directed towards the ul-trasound probe, and blue signals indicate flow that is directed away from the probe.

Duplex mode

This is the combination of real-time imaging and Doppler ultrasound. It depicts boththe anatomical image with colour signals and the Doppler curves. In addition, this tech-nique allows estimatation of the velocity of flow from the Doppler shift frequency incombination with an angle correction programme.

Power Doppler mode

In this mode, the total integrated Doppler power is displayed in colour. It increases themachine sensitivity, particularly for small vessels and slow blood flow. Most ultrasoundmachines provide unidirectional images with only one colour, independent of the di-rection of blood flow. Some equipment provides bidirectional information as de-scribed for colour Doppler ultrasound. Power Doppler ultrasound in rheumatologyis particularly important for determining blood flow in joints, in and around tendonsand in entheses. Sensitivity is higher using the power Doppler mode than the colourDoppler mode in most machines. In some machines, there is no great difference.3,4

ULTRASOUND EQUIPMENT

An ultrasound machine consists of a computer, a monitor, a keyboard and probes.Figure 1 shows the main features of an ultrasound machine. A probe is also called

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Figure 1. The most important features of an ultrasound machine: (1) power button for turning the equip-

ment on and off; (2) probes (transducers); (3) ultrasound gel; (4) keyboard for entering patient’s data and for

image legends; (5) loudspeakers for Doppler ultrasound; (6) monitor; (7) buttons for choosing the probe and

presets; (8) freeze button to see and document still images; (9) track ball; (10) enter button; (11) buttons for

measurements; (12) button for B-mode brightness (gain); (13) buttons to adjust brightness (gain) in different

layers; (14) button to adjust depth (penetration); (15) button to adjust the mean frequency; (16) buttons to

initiate and adjust colour and Doppler modes; (17) buttons to store or print images (printer not shown);

(18) menu buttons and buttons for archive organization.

The technical fundamentals of ultrasonography 985

a ‘transducer’. The transducer is the centrepiece of the equipment as it incorporatesthe disc with crystals of lead zirconate titanate which sends and receives the ultra-sound waves.

There are several types of transducer (Figure 2): linear probes, curved arrayprobes, sector array probes and pencil array probes.

Linear probes are capable of covering all indications for musculoskeletal ultrasound.Probes can be as long as 6 cm and as short as 2 cm. Longer probes provide a goodoverview. This applies, in particular, for larger joints such as hip joints, and for stabilitytesting, which can be done, for instance, in knees and shoulders. Short probes are of-ten called ‘hockey stick’ or ‘footprint’ probes because of their shape. They were orig-inally developed for intra-operative examinations, but they are also excellent for theexamination of small superficial structures and for the assessment of regions thatare difficult to reach, such as determination of metacarpophalangeal (MCP) joint pa-thologies in hammer toes.

Curved array probes have a curved shape. Therefore, they delineate a greater re-gion in deeper anatomical structures compared with more superficial anatomicalstructures. These probes are mainly used for abdominal ultrasound. They also providea better overview of hip joints in large patients. Most probes provide frequencies of2–8 MHz.

Sector array probes have a small surface providing an even greater angle, i.e. theydelineate an even larger area in deeper regions. Application of these probes includes

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Figure 2. Overview of most commonly used probes: (1) linear probe, (2) curved array probe, (3) sector

array probe, and (4) pencil array probe.

986 W. A. Schmidt and M. Backhaus

echocardiography and transcranial ultrasound to examine cerebral vessels. The smallprobe allows passage of the rather small intercostal space to delineate the heart be-low. Some sonographers have applied these probes for examination of the menisci.Nevertheless, resolution of these probes is rather low because of their low frequency,and the diagnostic accuracy of meniscal ultrasound is poor. Most probes provide fre-quencies of 1–4 MHz.

Pencil array probes are in use for CW Doppler ultrasound to examine vascular flowcharacteristics, such as determining the direction of flow in the supratrochlear arteriesbefore temporal artery biopsy to exclude collateral flow via the temporal arteries incase of internal artery stenosis or occlusion.

A higher frequency leads to a better resolution, and a lower frequency providesgreater penetration. Ten to twenty years ago, the 7.5 MHz linear probe was the stan-dard probe for musculoskeletal ultrasound as it was a compromise with regard to res-olution and penetration. Nowadays, most probes offer a range of frequencies, e.g. 10–25 MHz, 8–18 MHz, 5–12 MHz or 3–9 MHz. Figure 3 shows which frequencies arepreferable to assess the different joint regions. Several probes allow examination ofall regions with one probe. High-frequency probes may cause problems with penetra-tion at hip joints, at the posterior aspects of the glenohumeral and ankle joints in largepatients. Therefore, some rheumatologists prefer to work with two linear probes. Theauthors use a high-frequency probe (6–18 MHz) for nearly all musculoskeletal applica-tions, and also to examine salivary glands, finger arteries and temporal arteries; anda lower frequency probe (3–9 MHz) for examination of the hips, the veins of the lowerextremities and the arteries of the neck, particularly the proximal vertebral arteries.Furthermore, the authors also apply the lower frequency probe for the posterior as-pects of the shoulders in large patients, and to provide a better overview in stabilitytests because it is longer than the higher frequency probe. In addition, it is convenientto have a curved array probe and a sector array probe available at the same ultrasoundmachine in order to provide abdominal ultrasound and echocardiography to addressrelated medical questions that often occur in rheumatic diseases.

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Figure 3. Preferable ultrasound frequencies for the assessment of different joint regions that are localized in

different depths.

The technical fundamentals of ultrasonography 987

NEW TECHNICAL DEVELOPMENTS

Image quality and resolution have improved significantly within the last years, so ultra-sound is now able to differentiate between tiny anatomical structures. Furthermore,newer technologies such as cross-beam technology (also called ‘sono-CT’ or ‘com-pound imaging’) have enabled neighbouring structures to be delineated.5 The probesends and receives sound waves that are not only parallel to each other in the tissuebut in different directions at the same time.

Tissue harmonic imaging relies on the fact that the transducer sends out soundwaves but receives the waves with the same frequency, and the double frequency gen-erates better images. This technology aids in the differentiation of structures, but alsomakes the borders between structures appear artificially thickened.6

Modern three-dimensional (3D) probes can be placed in a region of interest. They au-tomatically generate3Dimageswithoutmoving theprobe.Thisprocedureprovides a third,coronary, plane, e.g. one can look at anatomical structures, such as rotator cuff ruptures orerosions, from a different perspective. Furthermore, the physician may look at the imagesafter they have been generated.7,8 Nevertheless, one of the great advantages of musculo-skeletal ultrasound is its direct application by the rheumatologist, together with history andclinical examination. Furthermore, 3D probes are much heavier than modern two-dimen-sional probes. Real-time 3D ultrasound has been termed ‘four-dimensional ultrasound’.

Ultrasound contrast agents are gas-filled micro bubbles that are administered intra-venously. These bubbles are destroyed when they are hit by an ultrasound beam, andprovide a high degree of echogenicity when being reflected. Thus, ultrasound contrastagent increases sensitivity for the detection of synovial blood flow. It allows betterquantification of inflammatory activity by estimating signal intensity changes. This tech-nology is of particular interest for clinical studies to monitor new anti-inflammatorydrugs in rheumatoid arthritis.9,10

WHICH ULTRASOUND MACHINE DO I NEED FOR MY PRACTICE?

The only way to become proficient with ultrasound is to use it in daily clinical practice.For this reason, it is necessary to have regular access to ultrasound equipment. The

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988 W. A. Schmidt and M. Backhaus

rheumatologist can either buy, share or borrow equipment. Before buying an ultra-sound machine, several questions have to be answered.

1. How much money am I willing or able to spend?2. What am I going to use the ultrasound machine for?3. Do I need stationary or portable equipment?4. Do I know the pros and cons of different ultrasound machines?5. Does the ultrasound company offer technical services close to my institution?

How much money am I willing or able to spend?

A new ultrasound machine costs between 7000 and 150 000 Euro depending on itsquality and technical features. Second-hand machines are obviously cheaper thannew machines. If a new machine is bought, it should include the option of regular soft-ware upgrades. This option helps considerably with increasing the image quality withinthe years following purchase.

Ultrasound machines that cost between 7000 and 12 000 Euros offer basic featuresthat are often sufficient to determine most of the points that are necessary to answerquestions in daily clinical rheumatological practice. Many of these cheap machines donot offer a colour or power mode. Whilst these modes are helpful to determine theinflammatory activity of joints, tendons and entheses, ‘black and white’ equipment isbetter than no equipment at all.

Second-hand equipment is an alternative. Usually, software upgrades are not avail-able for these machines. Furthermore, one has to be sure if image quality is compara-ble with modern equipment. Image quality may be inferior in machines that are morethan 5 years old.

Some modern ultrasound equipment that costs between 12 000 and 25 000 Euroshas reasonably high image quality with regard to grey-scale images, but colour Doppleris often rather poor. However, this does allow determination of major inflammation.The detection of small structures and fingers and toes, like small nodules and tiny ero-sions in early arthritis, may be difficult.

Mid-range equipment that costs between 25 000 and 50 000 Euros provides goodquality colour and grey-scale images. Many of these machines allow adequate delinea-tion of tiny structures such as fingers, finger arteries and temporal arteries.

Very good equipment costs between 50 000 and 80 000 Euros. Grey-scale and col-our images are of excellent quality. An experienced sonographer can use this equip-ment for all indications in rheumatology. This includes the evaluation of smallnerves and ligaments and small arteries such as the temporal, occipital and fingerarteries.

High-end equipment may cost up to 150 000 Euros and includes all conceivabletechnological highlights, together with excellent image quality.

What am I going to use the ultrasound machine for?

Most rheumatologists want to assess joints, tendons and soft tissue lesions includingsmall structures at fingers and toes. For this, they need high-frequency linear probes.For most cases, one linear probe with a frequency of 5–12 or 4–13 MHz will covernearly all indications.

Those who have enough money to spend and who want to receive excellent imag-ing of superficial and deep structures may purchase two probes; one with a very high

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The technical fundamentals of ultrasonography 989

frequency range and one with a low frequency range. High-frequency probes are par-ticularly useful for the assessment of temporal and finger arteries and small structuressuch as fingers and toes.

If possible, the rheumatologist should have access to colour or power Dopplerfunctions for the assessment of inflammatory activity and to perform vascular ultra-sound. It is also practical to provide echocardiography and abdominal ultrasound atthe same session if necessary, but this is subject to national and educational aspects.

Do I need stationary or portable equipment?

Within recent years, small portable ultrasound machines of increasing quality havebeen developed. Some machines include nearly all of the features that are found inhigh-end machines.

Portable equipment is particularly useful if a physician practices in different officesand takes his machine to the different locations. Portable equipment is in use at sportsevents to diagnose injuries quickly. Many rheumatologists who are working in the sameinstitution may share one ultrasound machine which is then moved to their respectiveoffice when needed. Portable machines fit into small offices. They may have smallermonitors, and the chance of theft is greater. Nevertheless, an increasing number ofrheumatologists use these small and very practical machines.

Stationary ultrasound equipment is useful for physicians who mainly practice fromthe same office. Large institutions offer ultrasound clinics, where different rheumatol-ogists send the patients to the ultrasound room. Monitors are larger, and some com-panies only offer high-quality equipment together with stationary ultrasound machines.

Do I know the pros and cons of different ultrasound machines?

Before buying ultrasound equipment, one should have checked at least three machines.Most business representatives are willing to bring a machine to the rheumatologist’soffice to be tested for a day or so. If one company agrees to provide a machine forsome time and another does not, this is a good argument to decide in favour of themore collaborative company. Furthermore, some companies are more interested inrheumatology than others, which may be an indicator that their products havestrengths in musculoskeletal imaging.

Does the ultrasound company offer technical services close to myinstitution?

Technical support is particularly necessary if one has to rely on a single machine inone’s department. It should be possible to reach a representative of the company inthe country on all working days (at least), and, ideally, close to where the office islocated.

HOW TO ORGANIZE AN ULTRASOUND ROOM AND ANULTRASOUND CLINIC

Nearly all physicians carry a stethoscope. It would be fantastic if every rheumatolo-gist’s office was equipped with an ultrasound machine. This is, of course, unrealisticfrom an economic point of view. Nevertheless, some rheumatologists have their

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990 W. A. Schmidt and M. Backhaus

equipment in their own office, and others share machines. They either have a separateroom in their institution and move to the room together with their patient, or theyhave a machine which they can move into their office. Large institutions have ultra-sound clinics. The sonographer, who is often a rheumatologist, performs scheduledand spontaneous examinations. He collaborates with nurses who organize transporta-tion for in- and outpatients and perform further administrative work. This work canalso be combined with other specialized work, such as joint injections, infusion clinics,osteodensitometry, etc.

An ultrasound room does not have to be completely dark. Modern machines offerrather bright images on their screen. Nevertheless, there should be a possibility fordarkening the room, particularly on sunny days.

HOW DO I SIT AND HOLD THE PROBE?

Ultrasound is a safe imaging technique for the patient, but the sonographer may de-velop medical problems because of inappropriate posture when performing ultrasoundon a regular basis.11 The sonographer should sit comfortably on a chair. Ideally, thechair should revolve and should have arm rests. The monitor should be at or beloweye level. It should be adjusted in a way that both the sonographer and the patientcan see the ultrasound image. The sonographer’s hand that is holding the probe shouldrest comfortably on the patient. It is important to hold the probe firmly with the firstfour fingers, and place the fifth finger and the ulnar part of the hand on the patient. Thesonographer should be aware of holding the arm comfortably to avoid rotator cuffproblems of his own shoulders.

WHAT IS WHERE ON AN ULTRASOUND IMAGE?

Each anatomical structure should be scanned in two planes that are perpendicular toone another. EULAR (European League against Rheumatism) guidelines provide stan-dardized probe positions.12 Scans longitudinal to the axis of the body should showproximal anatomical structures on the left side of the monitor. Distal anatomical struc-tures are displayed on the right side of the monitor. Transverse scans show structureson the left side of the monitor that are localized left to the sonographer. Alternatively,structures that are located on the medial, ulnar or tibial side can be depicted on theleft side of the monitor, and structures located on the lateral, radial or fibular side canbe depicted on the right side of the monitor (Figure 4).

HOW DO ANATOMICAL STRUCTURES APPEAR ON AN ULTRA-SOUND IMAGE?

Figure 5 shows a dorsal longitudinal scan of an MCP joint displaying important anatom-ical structures. Structures can be isoechoic to subcutaneous fat tissue, hyperechoic(brighter), hypoechoic (darker) or anechoic (black).13 Skin, fat and connective tissueare inhomogeneous. Skin is hyperechoic, and connective tissue is isoechoic. Tendonsshow a fibrillar pattern in longitudinal views (Figure 6). They are hyperechoic if locatedparallel to the probe, and hypoechoic when insonation is not perpendicular because thereflected waves divert and miss the transducer. This phenomenon is called ‘anisotropy’(Figure 7).14 Nerves are hypoechoic with a more dotted appearance than tendons (Fig-ure 6). Fluid is anechoic or hypoechoic. Ultrasound may display physiological amounts of

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Figure 4. Orientation on the ultrasound monitor in longitudinal and transverse scans.

The technical fundamentals of ultrasonography 991

fluid in normal joints15, or pathological amounts of fluid (effusions) in inflamed joints.Synovium and synovial proliferations are hypoechoic. Cartilage is hypoechoic or an-echoic. The bone surface is hyperechoic. Transducers that are in use for musculoskeletalultrasound do not depict structures that localize below the bone surface.

Figure 5. Anatomical structures and their echogenicity on a dorsal longitudinal image of an metacarpopha-

langeal joint with effusion.

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Figure 6. Median nerve and flexor digitorum tendon in a longitudinal view (A) and a transverse view (B).

The nerve in the longitudinal view is thickened in carpal tunnel syndrome.

992 W. A. Schmidt and M. Backhaus

DIFFERENTIATION BETWEEN SOFT TISSUE AND BONE LESIONS BYMUSCULOSKELETAL ULTRASONOGRAPHY

Inflammatory soft tissue lesions include synovitis with effusion, synovial proliferation,tenosynovitis with effusion and/or synovial proliferation of the tendon sheath, as well

Figure 7. The cause of anisotropy.

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The technical fundamentals of ultrasonography 993

as bursitis with effusion and/or synovial proliferation. Synovial proliferation of the jointcapsule often occurs in combination with inflammatory effusion. The combination ofboth is also called ‘synovitis’.

During the 7th OMERACT Conference, an international expert group definedpathological sonographic findings as follows.13

� Effusion: abnormal hypoechoic or anechoic intra-articular material that is displace-able and compressible but does not exhibit Doppler signal.� Synovial hypertrophy: abnormal hypoechoic intra-articular tissue that is non-

displaceable and poorly compressible, and which may exhibit Doppler signal.� Tenosynovitis: hypoechoic or anechoic thickened tissue with or without fluid within

the tendon sheath which is seen in two perpendicular planes and which may exhibitDoppler signal.� Enthesopathy: abnormally hypoechoic (loss of normal fibrillar architecture) and/or

thickened tendon or ligament at its bony attachment seen in two perpendicularplanes which may exhibit Doppler signal and/or bony changes including entheso-phytes, erosions or irregularity. It may occasionally contain hyperechoic foci consis-tent with calcification.� Erosion: an intra-articular discontinuity of the bone surface which is visible in two

perpendicular planes.� Bursitis: cyst formation with abnormal hypoechoic or anechoic material with or

without fluid inside a bursa seen in two perpendicular planes and which may exhibitDoppler signal.

APPLICATION IN CLINICAL PRACTICE: INDICATIONS FOR MUSCU-LOSKELETAL ULTRASOUND IN RHEUMATOLOGY

Detection of effusion and synovitis (Figure 5)

Musculoskeletal ultrasound can detect very small fluid collections at each peripheral joint.Clinical studies have shown that it is more sensitive for the detection of inflammation thanclinical examination.16 Ultrasound detects synovitis more frequently in the palmar prox-imal area of the finger joints [proximal interphalangeal (PIP) and MCP] than at the dorsalaspect.17 Synovitis scores have been developed for the finger joints in arthritis.17,18 Thesynovitis score according to Szkudlarek18 grades the inflammatory soft tissue lesions sep-arately for effusion and synovial proliferation. The synovitis score according to Scheel andBackhaus combines both the effusion and the synovial proliferation in one scoring sys-tem.17 The best results for joint combinations were achieved using the ‘sum of four fingers’(second through fifth MCP and PIP joints) and ‘sum of three fingers’ (second throughfourth MCP and PIP joints) methods. Comparison of magnetic resonance imaging resultswith semiquantitative ultrasound scores (grade 0¼ normal, grade 1¼minimal effusion/synovial hypertrophy, grade 2¼moderate effusion/synovial hypertrophy, grade3¼ severe effusion/synovial hypertrophy) revealed high concordance with quantitative sy-novitis scores (measurements of joint capsule distance to bone margin in millimetres).

Detection of tenosynovitis, tendonitis and enthesitis

Tenosynovitis of the extensor carpi ulnaris tendon is an early inflammatory sign inrheumatoid arthritis which can be detected easily by ultrasound.19 Furthermore,

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994 W. A. Schmidt and M. Backhaus

patients with rheumatoid arthritis often exhibit tenosynovitis of the flexor or extensortendons of wrist and fingers (Figure 8A). Biceps tenosynovitis is a typical finding in pa-tients with various inflammatory conditions. Tendonitis or enthesitis of Achilles ten-dons occur frequently in patients with spondyloarthritides (Figure 8B).

Detection of bursitis

Popliteal cysts often occur in inflammatory or degenerative diseases with knee involve-ment. Ultrasound allows good differentiation of bursitis from other entities that leadto swelling of the lower leg, such as thrombosis or muscle rupture. Even small cystsare detectable by dynamic imaging of the knee at the anterior infrapatellar regionfor deep or superficial infrapatellar bursitis. Ultrasound also detects subdeltoid bursi-tis, olecranon bursitis, trochanteric and retrocalaneal bursitis (Figure 8B).

Detection of erosions and osteophytes

Erosive bone lesions are detectable in some wrist and finger joints at an earlier stageusing ultrasound than conventional radiography. The exact anatomical classification ofbone lesions in the wrist is sometimes difficult with ultrasound. On the other hand,erosions can be detected readily by ultrasound in the finger joints, especially from

Figure 8. (A) Tenosynovitis. Arrows show fluid around the finger flexor tendon. (B) Achilles tendonitis and

retrocalcaneal bursitis (arrows). (C) Two erosions (arrows) at radial aspect of metacarpophalangeal joint in

rheumatoid arthritis. (D) Calcium pyrophosphate crystal deposition (arrow) in the cartilage of the posterior

femoral epicondyle in a longitudinal view.

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The technical fundamentals of ultrasonography 995

the radial aspect of the second MCP joint and the ulnar aspect of the fifth MCP joint(Figure 8C).20 High-resolution transducers can detect more erosive bone lesions onPIP joints than low-field magnetic resonance imaging.21,22 Synovitis and erosions arealso evident on toes, especially in MTP joints.23 Many other joints can, of course,be examined for the presence of synovitis with ultrasound. Osteophytes are seen inknee osteoarthritis at the femoral condyle in a flexed knee position, or at the jointspace as a small hyperechoic structure with dorsal reflex shadow. Ultrasound also de-lineates osteophytes in smaller joints. It may be more sensitive than conventional ra-diography for detection of osteophytes in finger joints, as it delineates moreosteophytes that are localized dorsally.24

Detection of cartilage damage

Ultrasound is able to depict cartilage. Hyaline cartilage is irregular with a reduced di-ameter in osteoarthritis. Calcium pyrophosphate dihydrate crystals localize within thecartilage. Ultrasound delineates them as hyperechoic dots or lines (Figure 8C).25

Detection of crystal deposition

In contrast to calcium pyrophosphate crystals, monosodium urate crystals localize ei-ther at the interface between cartilage and synovium, in the synovium or in the softtissue around the joint as hyperechoic material that may cause shadows in the areabelow.26 Findings are rather specific for gout.

Ultrasound-guided injections

Ultrasound improves needle placement within joints, bursae and tendons. The sonog-rapher may either mark the region of interest before injection, or monitor the needleposition with ultrasound during the injection procedure.27

OTHER INDICATIONS IN RHEUMATOLOGY

Rheumatology includes a wide spectrum of medical aspects. Therefore, if a rheumatol-ogist has access to ultrasound equipment, he may use this to address further questionsthat are relevant for his clinical practice.

Sjogren’s syndrome

Ultrasound of the salivary glands can be performed quickly and easily using the sameequipment as for musculoskeletal ultrasound. Linear scanners with a frequency of 5–15 MHz provide clear images of the submandibular and parotid glands. Normal glandsare homogeneous and appear slightly hyperechoic compared with the surrounding softtissue. The image is comparable with that of a normal thyroid. In Sjogren’s syndrome,the submandibular and parotid glands become inhomogenous and hypoechoic com-pared with the surrounding soft tissue, as is found in chronic thyreoiditis. The subman-dibular glands become atrophic with a sagittal diameter of <0.8 cm, and the parotidglands are sometimes enlarged with a sagittal diameter of >2.0 cm. The sensitivityof salivary gland ultrasound for diagnosis in terms of fulfilling international classificationcriteria is 63%, and the specificity is 99% if two or more of the four glands show this

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typical pattern.28 Therefore, ultrasound is a quick and safe procedure that has a placein the diagnosis of Sjogren’s syndrome.

Raynaud’s phenomenon

Rheumatologists see many patients with Raynaud’s phenomen. They need to differentiatebetween primary and secondary Raynaud’s phenomenon. In contrast to angiography, ul-trasound can identify finger arteries in a faster, non-invasive manner. Acute finger arteryocclusion can occur in vasculitis, antiphospholipid syndrome, embolism and thromboan-giitis obliterans. In systemic sclerosis, finger arteries become narrowed and occludedmore slowly.29 One needs a high-frequency probe that includes colour Doppler ultra-sound to depict the two proper palmar digital arteries that localize at the volar lateralside of each finger between the MCP and PIP joints and between the PIP and distal inter-phalangeal joints. Furthermore, one can examine the common palmar digital arteries, thesuperficial palmar arch, and the radial and ulnar arteries. The ulnar arteries are more fre-quently occluded than the radial arteries in connective tissue diseases and vasculitides.30

Vasculitis

Ultrasound displays homogeneous, circumferential wall swelling in cases of vasculitis.In addition, stenoses or acute occlusions often occur.31 Many studies includinga meta-analysis have investigated the use of duplex ultrasound of the temporal arteryin the diagnosis of giant cell arteritis, with sensitivities of approximately 85% and spec-ificities of more than 95%.32 The sonographer needs at least modern mid-range equip-ment with a high-frequency linear probe that provides a frequency of at least 10 MHzand the option to perform colour Doppler ultrasound. Hypoechoic wall swelling (halo)disappears with steroid treatment within 2–3 weeks in most patients.

Ultrasound may also detect vasculitic wall swelling in other arteries, such as the fa-cial, occipital, vertebral and common carotid arteries. The axillary arteries are morecommonly affected in giant cell arteritis than previously assumed.33 The axillary regioncan be examined with all probes that are in use for musculoskeletal ultrasound. Ofcourse, colour Doppler facilitates the examination. Axillary vasculitis (‘large-vessel gi-ant cell arteritis’) can occur in patients with classic temporal arteritis, polymyalgiarheumatica, pyrexia of unknown origin or arm claudication. Approximately 60% of pa-tients with large-vessel giant cell arteritis exhibit vasculitis of the temporal arteries.Wall swelling resolves more slowly than in the temporal arteries with treatment.34

Takayasu arteritis occurs in patients aged �40 years and involves the aorta and itsbranches, most commonly the subclavian and carotid arteries. The ultrasound appear-ance is similar to that described in large-vessel giant cell arteritis. Most parts of thethoracic aorta can only be examined with transoesophageal ultrasound.35

SUMMARY

Transducers generate and emit ultrasound waves. Waves that have been reflectedfrom boundaries in or between tissues return to the transducer. A computer convertsthe information so that it can be seen as an image on a monitor. Image resolution in-creases and penetration decreases with higher frequencies. Multi-frequency linearprobes that cover frequencies of, for example, 5–10 MHz or 8–18 MHz are in usefor musculoskeletal ultrasound.

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The technical fundamentals of ultrasonography 997

Tissue harmonic imaging and cross-beam technology aid in differentiating betweenanatomical structures. 3D ultrasound provides additional coronary planes which maybe useful for delineating erosions and rotator cuff lesions. Contrast agents increase thesensitivity for synovial blood flow in inflamed joints. It may aid in monitoring the effectof new anti-inflammatory drugs on synovitis.

Grey-scale equipment is available at a reasonable price and provides important ba-sic information. Colour and power Doppler aid in determination of the inflammatoryactivity. More expensive equipment provides better resolution of small anatomicalstructures and higher Doppler quality. Portable equipment is useful if ultrasound is per-formed in various locations.

The sonographer should sit comfortably on a revolving chair with arm rests. Themonitor should be at or below eye level, and the sonographer’s arm should rest com-fortably with a firmly held probe.

There are many indications for performing ultrasound in rheumatology, including:to detect effusion, synovitis, tenosynovitis, tendonitis, enthesitis, bursitis, erosions, os-teophytes, cartilage damage and crystal deposition; to perform ultrasound-guided in-jection; to differentiate between primary and secondary Raynaud’s phenomenon;and to diagnose Sjogren’s syndrome and large-vessel vasculitis.

Practice points

New developments in ultrasonography� cross-beam technology: improved distinction of neighbouring structures� harmonic imaging: improved distinction of neighbouring structures� 3D ultrasound: additional, coronary plain, e.g. for erosions and rotator cuff

tears� ultrasound contrast agent: increased sensitivity for the detection of synovial

blood flow

How to sit and hold the probe� the sonographer should sit comfortably on a revolving chair with arm rests� the monitor should be at or below eye level� the sonographer’s arm should rest comfortably on the patient or on the arm

rest� the sonographer should hold the probe firmly with the ulnar side of the hand

resting on the patient

Common indications for musculoskeletal ultrasonography in rheumatology� detection of effusion, synovitis, tenosynovitis, tendonitis, enthesitis, bursitis,

erosions, osteophytes, cartilage damage and crystal deposition� ultrasound-guided injections

Other indications for ultrasound in rheumatology� Sjogren’s syndrome: specific finding of hypoechoic, inhomogeneous salivary

glands� Raynaud’s phenomenon: detection of acute or chronic finger artery occlusions� vasculitis: detection of hypoechoic wall swelling in temporal and axillary

arteries

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Research agenda

Using new technologies in rheumatology� compare images with and without cross-beam technology or harmonic imaging

to delineate joint pathology, e.g. to detect shoulder effusions� does 3D ultrasound improve diagnosis of erosions and rotator cuff lesions?� monitor the effect of new anti-inflammatory drugs on synovial blood flow with

contrast enhanced power Doppler ultrasonography

New indications for musculoskeletal ultrasound� does ultrasound aid in the diagnosis of early arthritis?� does ultrasound lead to therapeutic decisions?� are there further new indications for ultrasound in the broad field of

rheumatology?

998 W. A. Schmidt and M. Backhaus

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