G u i d i n g Tre a t m e n t f o r
C a r p a l Tu n n e l S y n d ro m e
Leilei Wang,   MD, PhD
 KEYWORDS
  Carpal tunnel syndrome  Neuropathy  Nerve conduction studies
  Electrodiagnosis
 KEY POINTS
  Making the correct carpal tunnel syndrome diagnosis is the most important step in treat-
   ment. Electrodiagnosis can confirm carpal tunnel syndrome and eliminate mimicking dis-
   eases from the differential.
  Treatment should provide satisfactory pain relief and protection of the median nerve from
   further deterioration.
  The importance and value of reversing focal median mononeuropathy at the wrist in the
   long term have not been sufficiently addressed, despite its high prevalence and chronic
   nature.
  Only electrodiagnosis provides information on focal median mononeuropathy at the wrist
   that could be used to classify carpal tunnel syndrome from mild to severe.
  False positives can cause more harm than false negatives in the case of carpal tunnel
   syndrome.
INTRODUCTION
Carpal tunnel syndrome (CTS) has long been accepted to be a symptomatic condition
caused by compression of the median nerve at the wrist. Historically, the realization
that CTS is a clear clinical entity resulting from 1 nerve affected at 1 specific anatomic
location took time.1 Medical understanding of CTS as a focal median mononeuropathy
at the wrist (FMMNW) was well-established by the mid-20th century.2,3 Surgeons
treating traumatically injured upper limbs were early pioneers of this field.4
   Known as the most common focal entrapment mononeuropathy, CTS represents
90% of all entrapment neuropathy and affects millions of Americans. One in 5 ambu-
latory clinic visits are for CTS, with a reported high incidence and prevalence not only
in the United States but in other countries as well. The lifetime risk is estimated to be
10%.5–8 Both clinicians of general practice and neuromusculoskeletal specialties see,
 Disclosure: None.
 Department of Rehabilitation Medicine, School of Medicine, University of Washington, 1959
 Northeast Pacific Street, Box 356157, Seattle, WA 98195, USA
 E-mail address: lw7@uw.edu
 Phys Med Rehabil Clin N Am - (2018) -–-
 https://doi.org/10.1016/j.pmr.2018.06.009                                   pmr.theclinics.com
 1047-9651/18/ª 2018 Elsevier Inc. All rights reserved.
2   Wang
    diagnose, and treat patients with CTS by recognizing its constellation symptoms and
    signs and using provocative test, electrodiagnosis (EDX) and more recently imaging
    modality including computer tomography, magnetic resonance neurography and ul-
    trasound examination.9–14
       EDX for the diagnosis of CTS has had much in-depth investigation and collective
    knowledge accumulated since the 1950s.15 It is especially helpful when the clinical
    presentation is less straightforward.16,17 Diagnostic validity has been extensively stud-
    ied with continuous research interest for further improvements, including the recently
    published article addressing diagnostic normal values that entailed group consensus
    and an extensive review of the literature.18
       Because CTS is such a common and often chronic disease, it has provided physi-
    cians and researchers ample opportunities for refining medical treatments and sharing
    cumulative experiences. There is an impressive volume of literature that is still growing
    with technological advancements and ongoing academic research. The treatment of
    CTS, which is typically splinting, corticosteroid injection, and surgery, have been
    mostly effective.19,20 Published practice guidelines for treating CTS including the
    recent guideline by the American Academy of Orthopedic Surgeons, which are
    endorsed by medical professional organizations including the Academy of Physical
    Medicine and Rehabilitation and the American Association of Neuromuscular & Elec-
    trodiagnostic Medicine.21
       However, there remain plenty of variations of management with room for discussion
    and improvement.22–24 The goal of this article is to review the current literature on
    the diagnosis and management of CTS, with an emphasis on the role of EDX when
    treating CTS.
    ANATOMY OF THE CARPAL TUNNEL AND MEDIAN NERVE
    To understand current CTS treatment practice, a review of median nerve and carpal
    tunnel anatomy is important. The carpal tunnel is a shallow, U-shaped, bony trough
    formed by the carpal bones, with the transverse carpal ligament enclosing the open
    volar side. The carpal tunnel is an inelastic and narrow passage for the median nerve
    and 9 flexor tendons to travel from the forearm to the hand. The slightly dumbbell-
    shaped carpal tunnel has a width of 20 to 25 mm. The segment of median nerve trav-
    eling inside the carpal tunnel between the levels of the distal wrist flexion crease and
    the proximal metaphysis is at high risk of becoming entrapped and injured.25–27
       The median nerve is formed by fascicles from the medial and lateral cord of the
    brachial plexus. After reaching the elbow, the median nerve sends motor axons to
    innervate several muscles: the pronator teres, flexor carpi radialis, palmaris longus,
    and flexor digitorum superficialis. Then, the anterior interosseous nerve branches
    off, which innervates the flexor digitorum profundus I and II, the flexor pollicis longus
    and the pronator quadratus muscles. There are several known sites in the arm and
    forearm that could entrap the median nerve, but these occur with a much lower fre-
    quency than at the carpal tunnel. The palmar cutaneous branch of the median nerve
    piercing through the fascia provides skin sensation of the proximal palm. The remain-
    ing median nerve fascicles reach the wrist between the tendons of flexor carpi radialis
    and palmaris longus and enter the carpal tunnel.
       The terminal branches of the median nerve have several proper digital sensory
    nerves and 1 motor nerve. The proper digital nerves provide sensation to the palmar
    skin of the thumb, index, and the long and radial sides of the ring fingers, plus the dor-
    sal skin of the distal phalanx of these digits. The terminal motor branch was named the
    recurrent or thenar nerve because it makes a turnaround in the palm before arriving at
                                        Guiding Treatment for Carpal Tunnel Syndrome          3
the thenar eminence and innervating the abductor pollicis brevis, opponents pollicis,
superficial head of the flexor pollicis brevis muscles.
   CTS develops when the median nerve is compressed and clinical symptoms occur
in the distribution of the anatomy of these terminal branches. Clinical complaints and
physical findings in the median nerve distribution are the foundation when diagnosing
CTS. However, many sensory and motor anomalies exist. It is beyond the scope of this
article, but a keen awareness of these anomalies is important not only to CTS surgery
performing carpal tunnel release (CTR) but also to the diagnosis of CTS.28–30
CAUSES AND DIAGNOSIS OF CARPAL TUNNEL SYNDROME
Consensus on the cause of the most common idiopathic CTS has been compression
and ischemic insult to the short segment of median nerve inside the carpal tunnel.
Normal carpal tunnel pressure is less than 5 mm Hg with the wrist in neutral position.
Pressure increases with activity and prolonged flexion and extension. For example, it
increases to 20 to 30 mm Hg with the use of a computer mouse. Impaired median
nerve blood flow occurs at the pressure of 20 to 30 mm Hg. When the median nerve
is stressed beyond its physiologic tolerance, CTS symptoms develop.31,32 Nerves do
not like compression or ischemia. With high enough pressure, long enough duration,
and associated ischemia, the median nerve begins to develop pathology. The result is
FMMNW with sensory demyelination being first, followed by motor demyelination, and
eventually sensory and motor axon loss. Risk factors include high body mass index,
female gender, age, pregnancy, and many others.33–35 Stretching and tethering by
the surrounding connective tissue like thickened or swollen synovia or bony irregularity
are other plausible causes of compression that results in ischemic injury.
    Although CTS can resolve spontaneously, it is common for patients diagnosed with
CTS to recall similar symptoms in the past with either a gradual worsening or a
relapsing–remitting pattern over months, years, or even decades. The most frequent
complaints are nighttime burning and “pins-and-needles” pain in the fingers. Acropar-
aesthesiae is used to describe these sensations.3 As CTS progresses, pain and numb-
ness is typically felt during the day intermittently, triggered by activities like driving,
lifting, or computer use. In many patients, the pain eventually becomes constant. Pa-
tients report feeling of swollen hand, clumsiness, and object dropping. Weakness is a
late sign associated with thenar atrophy.
    Less typical sensory symptoms are frequently reported by many patients, which
range from symptoms involving all the fingers, entire hand, forearm, arm, and shoul-
der. Nonmedian nerve distribution neurologic symptoms alone should not deter one
away from CTS suspicion.36,37
    Pain is a prominent feature of CTS and may limit sensation and strength examina-
tion. Adding visual inspection, noting subtle differences when comparing the affected
hand with the asymptomatic hand (taking hand dominance into consideration) can be
helpful to determine if strength limitations are related to pain or muscle loss.
    Many provocative special tests are available.10,11,38 Besides the classic Tinel and
Phalen test, there are many others described in the literature.39,40 Most are designed
to apply stress to the median nerve at the wrist in an attempt to provoke CTS symp-
toms. These tests could be performed quickly in an ambulatory clinic. The reported
sensitivity and specificity of these maneuvers has been variable.41 Fortunately,
when used consistently, and coupled with relevant clinical history and physical exam-
ination that includes searching for both the pertinent positive and the pertinent nega-
tive information, a diagnosis of CTS can be achieved with reasonable certainty in many
CTS cases.
4   Wang
       Magnetic resonance neurography and ultrasound imagining can provide additional
    information such as synovitis and anatomic anomaly.42,43 In contrast, computed to-
    mography—despite its strength in viewing bones—was reported to have little value.44
       EDX has been called “the gold standard,” when in reality a gold standard does not
    exist in diagnosing CTS. The use of EDX for CTS has some shortcomings, including a
    relatively low sensitivity, causing patient discomfort, and the potential of increasing
    costs. However, many treating physicians and patients appreciate the extra informa-
    tion it provides regarding the diagnosis when making decision on treatment, and also
    for prognosis.45 In contrast, imaging studies provide, for the most part, binary data:
    differentiating a normal versus abnormal appearing median nerve, whereas EDX
    further provides quantifiable information on the pathology of FMMNW. Although
    EDX is not necessary to diagnose CTS, its use for confirmation and eliminating other
    causes are valuable.
       Diagnosing CTS becomes more challenging in a patient with diabetes, neck or
    shoulder pain extending to hand, or traumatic upper limb injuries. EDX is helpful in
    the diagnosis of peripheral polyneuropathy, cervical radiculopathy, plexopathy,
    and proximal median mononeuropathy, which can all cause symptoms similar
    to CTS.
    TREATMENT, OUTCOME, AND USEFULNESS OF ELECTRODIAGNOSIS
    Treatments are typically grouped into conservative treatments versus surgical treat-
    ments. The 2 approaches that have resulted in the most consistent satisfaction are
    steroid injection and CTR.5,9 Available treatment outcome research favor steroid injec-
    tion and surgery.46,47 Splints used as adjunct treatment seem to improve pain in many
    patients despite having no significant statistical evidence by Cochrane analysis.48 Be-
    sides pain reduction and sleep improvement, splint use helps some patients to
    become more ergonomically aware of their hand use while deciding on the treatment
    based on their individual needs or waiting to be seen by a hand specialist. Some pa-
    tients afflicted by CTS prefer to delay surgery or avoid it all together. The newest treat-
    ment, hydrodissection or transverse carpal ligament release under ultrasound
    guidance by nonsurgical physicians, is showing promise with research evidence yet
    to come.49
       Studies have shown that there seems to be a window for optimal treatment out-
    comes. Conservative treatments are less effective in reducing CTS symptoms when
    used for advanced moderate or severe cases. Surgical outcomes are also better in
    resolving CTS symptoms and the underlying FMMNW when performed for the mild
    or early moderate CTS.
       Has EDX added usefulness in guiding CTS treatment? The author would be the first
    to point out the potential biases from a skewed viewpoint. Yet, with more than 500
    CTS study cases annually in a teaching University EDX laboratory, clinic-based obser-
    vations could offer some insights. See Table 1 for examples of how EDX adds value to
    clinical care.
       CTS and FMMNW are often used as synonyms; however, there are some differ-
    ences, because a syndrome is about symptoms, whereas EDX-positive CTS is
    more specifically for FMMNW. Trying to predict the severity of FMMNW using CTS
    symptoms can be misleading. Abnormal EDX findings do not always parallel the
    severity of CTS symptoms. There are patients with classic CTS symptoms but normal
    EDX. Abnormal EDX findings are also found in asymptomatic population.50 The
    disparity between symptoms and electrodiagnostic findings can even be seen within
    the same patient when bilateral studies are performed. Surgery, referred to as the
                                          Guiding Treatment for Carpal Tunnel Syndrome           5
 Table 1
 Ways that EDX adds value in the diagnosis and treatment of CTS
                                                               Example of Change in
 Reason                      Example of Situation              Management
 Confirm/refute suspected    Patient with hand pain at night   Negative EDX may lead to
   diagnosis                                                    diagnosis of hand OA or
                                                                tendinopathy as cause of
                                                                symptoms
 Lead to additional          Patient with hand numbness is     Search for causes of
   diagnoses                   found to have polyneuropathy      polyneuropathy could lead
                               with or without CTS               to diagnosis of Diabetes,
                                                                 Vitamin deficiency, etc.
 Find other causes of        Patient with hand numbness        Treatment of radiculopathy
   symptoms                    found to have cervical
                               radiculopathy
 Pre-CTR data compared       Patient has recurrent symptoms    EDX confirms worsening
   with post-CTR data          after CTR                         FMMNW and patient treated
                                                                 appropriately OR EDX finds
                                                                 improvement in FMMNW
                                                                 and another etiology sought
 Guide treatment             Patient has evidence of           Physician does not continue
                               worsening FMMNW                   conservative treatment with
                                                                 night splints, but moves to
                                                                 surgical referral
 Prognosis                   Electrodiagnostic category        Patient makes informed
                               used to inform discussion         decision about whether to
                               about prognosis with surgery      move forward with elective
                                                                 surgery
 Research                    EDX confirms diagnosis (“gold     Patients appropriately
                               standard”)                        categorized for study and
                                                                 follow-up
Abbreviations: CTR, carpal tunnel release; CTS, carpal tunnel syndrome; EDX, electrodiagnosis;
FMMNW, focal median mononeuropathy at the wrist; OA, osteoarthritis.
“definitive treatment” for CTS, has been shown to relieve CTS symptoms ranging from
the EDX-negative group to the group with no recordable median nerve signal.45,51
Therefore, if the goal is only to cure the symptoms, in cases where the diagnosis is
certain, EDX may be unnecessary.
   In contrast, EDX adds values in several ways. There is evidence that EDX can be
used in predicting outcomes for both the steroid injection and CTR.52–56 It is also help-
ful in differentiating mimicking diseases like overuse tendonitis, cervical radiculopathy,
peripheral neuropathy, and misleading indicators in cases of trauma.
   Having had a pre-CTR EDX study can be helpful when studying the post-CTR symp-
tomatic group. Abnormalities of EDX study improve after CTR. Pre-CTR electrodiag-
nostic studies are helpful for comparison; even with complete resolution of CTS
symptoms, residual EDX abnormality often persist, unless the study result was normal
or only mild abnormal before surgery. Post-CTR median motor latencies often return
to normal, but the sensory latencies often do not. Absent sensory response on pretest-
ing may return, but the amplitude is often small. The underlying reasons for residual
sensory abnormality are not clear but could be because the sensory nerves typically
have worse demyelination than motor fibers, and therefore sensory nerve remyelina-
tion is less efficient after release. Sensory axon loss could be another mechanism
6   Wang
    resulting in the residual abnormality given large and fast conducting nerve fibers are
    more vulnerable to compression and ischemia.
      It is important to point out that although current CTS classification schemes differ in
    details, they all use EDX findings of FMMNW. Researchers use EDX as a tool or an
    assay to compare pretreatment and posttreatment conditions of CTS.
    LOOKING INTO THE FUTURE
    Continued Attention to Sensitivity in Making the Diagnosis
    The low sensitivity of EDX should be addressed by using the best-published normal
    values for diagnosis as recommended by the American Association of Neuromuscular
    & Electrodiagnostic Medicine and using diagnostic criteria less influenced by intrinsic
    or extrinsic variations. Comparative values are preferred when available over the use
    of population normal values for making the diagnosis. This is because mild abnormal-
    ities can be detected with less influences and potential errors introduced by temper-
    ature and other factors. Findings are also more reproducible with interexaminer
    studies.
    Attention to Sensory Amplitudes, Not Just Latency
    There are patients who seem to have early median sensory axon loss in addition to
    sensory demyelination, showing decreased or even absent sensory amplitude while
    median motor results are well within the normal range. Closer attention to sensory
    amplitude in addition to sensory latency may be useful in better stratifying CTS for
    prognosis and outcome research.
    Inching and Other Techniques
    Short distance nerve conduction studies have been used to measure entrapment neu-
    ropathy. This test is used most frequently in the upper limb for the evaluation of ulnar
    neuropathy at the elbow. There are a few publications on applying inching and other
    techniques for the study of CTS.57–59 This test should be revisited and standardized.
    The author has found it to be valuable in determining the location of median neurop-
    athy in patients with a history of forearm injury in search of treatable CTS.60
    Clinical Skills and Sound Medical and Technical Knowledge of Electrodiagnosis
    over Templates and Inflexible Protocols
    Clinical skills guide the electrodiagnosticians to choose properly among many estab-
    lished study options and increase the validity when interpreting findings for the individ-
    ual patient.
    Decreasing Patient Discomfort
    The associated discomfort of EDX should be decreased. Skilled examining physicians
    take their time to explain the query (the why) and the study approach (the what) while
    answering questions and providing the education to the patient that he or she needs.
    Discomfort extent reported by the patient differs greatly with needle examination
    generally being the worst, followed by motor conduction study with sensory conduc-
    tion study being the least bothersome. However, not infrequently, the patient being
    tested falls asleep during the study in our laboratory. Attention to each patient’s indi-
    vidual and unique concerns is important. In addition to using good EDX techniques,
    making clear to patients that they can stop their study at any time could be valuable
    while using reassuring and understanding mannerisms. In the author’s experience,
    essentially no one declines to begin the study, and only a few per year opted to
    stop. Most of these patients rescheduled and completed the study at the second
                                       Guiding Treatment for Carpal Tunnel Syndrome        7
appointment. Conveying knowledge and respect to variable individual tolerance
lightens patient’s anxiety and worries of “being weak” or even feeling of shame.
Many patients are surprised at the ease of the study, with some lamenting their unnec-
essarily lost sleep the night before from reading information about EDX on the Internet.
Pain, fear, and coping capacity with a stressful condition vary greatly from person to
person depending on the individual’s biology, personality, past experiences, and
many other factors. Diagnosing and treating CTS can serve as a reminder for profes-
sionals to do the best for each patient and to add no harm.
Better Carpal Tunnel Syndrome Outcome Research
Conducting outcome and outcome comparison studies are time consuming and
manpower expensive. Numerous variations, including biology, milieu, experience,
and style in seeking medical advice are difficult to control fully. Treating clinicians
are likely, often unintentionally, to introduce bias depending on professional training
and practice. Currently, most long-term prospective outcome research followed
CTS and treatments evaluate this over a few months to a couple of years at most.
Outcome studies for a longer period of time will likely be important, not only for
choosing treatment options but also from a public health management standpoint
given the lifelong risk and the chronic nature of CTS.
Better Prevention and Early Management
Physicians should consider managing CTS similarly to other epidemic and chronic dis-
eases by using education and routine quick checks at regular health visits. With a
decrease in the individual’s risk of developing CTS and early diagnosis using EDX
as indicated, the disease burden of CTS and its associated high medical treatment
cost, personal life quality, or work productivity loss could be decreased.61,62
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