Rheumatoid Arthritis
Rheumatoid arthritis is a chronic systemic autoimmune disease characterized by symmetric inflammatory polyarthritis with progressive destruction of joints due to synovial inflammation and pannus formation.
Rheumatoid Arthritis (RA)
Rheumatoid Arthritis (RA) is a chronic, systemic, autoimmune inflammatory disease of unknown definitive aetiology that primarily targets the synovial membrane of peripheral joints, leading to a symmetric, erosive polyarthritis [1][2][3]. If untreated, the persistent synovial inflammation (synovitis) produces a destructive granulation tissue called pannus, which progressively erodes articular cartilage and juxta-articular bone, culminating in irreversible joint deformity and locomotor disability [2][3].
Let's break the name down:
- Rheuma (Greek) = "flowing/flux" — historically referred to the notion that disease substances "flowed" to the joints.
- -oid = "resembling."
- Arthritis = "arthro" (joint) + "-itis" (inflammation).
So "rheumatoid arthritis" literally means "joint inflammation resembling rheumatic flux" — distinguishing it from other forms of arthritis (e.g., osteoarthritis, which is primarily degenerative).
Key Concept
RA is NOT just a joint disease. It is a systemic inflammatory disorder — meaning it can affect virtually any organ (lungs, heart, eyes, blood vessels, nerves). The joint manifestations are the most prominent, but never forget the extra-articular features.
"Inflammatory + Symmetrical + Polyarthritis" — this is the classic triad to remember [3].
2. Epidemiology
| Parameter | Detail |
|---|---|
| Global prevalence | ~0.5–1% worldwide |
| Hong Kong prevalence | ~0.3–0.4% [1][2][4] |
| UK/US prevalence | 0.5–1.5% [4] |
| Racial variation | Found in all races; 1–2% in Caucasians, 0.3–0.4% in Chinese, rare in Black Africans [2] |
- RA is the commonest cause of autoimmune inflammatory polyarthritis worldwide [2].
| Parameter | Detail |
|---|---|
| Sex ratio | Female : Male = 3:1 [1][2][3][4] |
| Lifetime risk | ~1 in 28 for females, ~1 in 59 for males [2] |
| Age of onset | Can occur at any age; peak age of onset 4th–5th decades (35–55 years) [2][3][4] |
| Peak (Felix Lai) | 50–75 years old [3] |
"Female to male 3:1, age of presentation 4th to 5th decades" [4].
Why the female predominance? Oestrogen has immunomodulatory effects — it tends to enhance B-cell function and antibody production while modulating T-cell responses. This is why many autoimmune diseases (RA, SLE, Sjögren's) are more common in women. Interestingly, RA often remits during the 3rd trimester of pregnancy (when oestrogen is very high — but also progesterone and cortisol, which are immunosuppressive), then commonly flares postpartum [2].
3. Risk Factors
"Genetic factors — HLA-DR4 & DR1, first degree relative had 3× risk" [4].
| Factor | Detail |
|---|---|
| MHC Class II | HLA-DR4 is the major susceptibility haplotype (also HLA-DR1) [1][2][4] |
| Shared epitope hypothesis | HLA-DR4 and DR1 share a common amino acid sequence in the third hypervariable region of the DRβ1 chain → this "shared epitope" binds citrullinated peptides with high affinity → presents them to T cells → initiates/perpetuates autoimmune response |
| Concordance | Monozygotic twins: 12–15%; Dizygotic twins: ~3% [2] |
| Family history | First-degree relatives have ~3× the risk [4] |
| Other genes | PTPN22 (phosphatase involved in T-cell signalling), CD40L, CTLA4, STAT4, TRAF1/C5 [2] |
Why HLA-DR4? Think of it this way: MHC Class II molecules present antigens to CD4+ T-helper cells. If you have an HLA-DR4 allele, the "groove" of your MHC II molecule happens to bind citrullinated peptides particularly well. Citrullinated proteins are generated in inflamed tissue (e.g., in smokers' lungs, in gum disease). So HLA-DR4 essentially acts as a "matchmaker" between citrullinated self-antigens and T cells, kick-starting the autoimmune cascade.
Smoking is the STRONGEST environmental/modifiable risk factor for RA [3].
- Mechanism: Smoking may induce airway enzymes (peptidylarginine deiminases, PADs) that increase citrullination of proteins in inflamed lung tissue [2].
- These citrullinated proteins, when presented by HLA-DR4, trigger anti-citrullinated protein antibodies (ACPA/anti-CCP).
- Smoking interacts with HLA-DR4 — individuals with the predisposing haplotype who smoke are at very high risk [2].
- Smoking also predicts greater disease severity and poor response to DMARDs [2].
Gene-Environment Interaction
The classic teaching: HLA-DR4 + smoking = a "perfect storm" for RA. Smoking → citrullination in lungs → anti-CCP antibody production → immune complexes deposit in joints → synovitis. This is why anti-CCP is so specific for RA — it directly reflects the pathogenic mechanism.
- Bacterial: Porphyromonas gingivalis (the bacterium responsible for periodontitis) — it uniquely expresses its own PAD enzyme, generating citrullinated proteins in the oral cavity → molecular mimicry/immune activation [2].
- Gut microbiome dysbiosis (e.g., Prevotella copri) [2].
- Viral: EBV, retroviruses [2].
- The concept: infection may act as the trigger in a genetically susceptible individual, leading to induction of enzymes and citrullination of proteins → autoimmune cascade.
- Obesity: associated with increased systemic inflammation (adipokines).
- Occupational exposure: silica dust exposure is a recognised risk factor.
- Hormonal factors: early menarche, oral contraceptive use may be mildly protective.
To understand RA, you need to understand the target — the synovial joint.
4.1 Structure of a Normal Synovial Joint
┌─────────────────────────────────┐
│ Joint Capsule │
│ ┌───────────────────────────┐ │
│ │ Synovial Membrane │ │
│ │ (lines inner capsule) │ │
│ │ ┌─────────────────────┐ │ │
│ │ │ Synovial Fluid │ │ │
│ │ │ (lubricant/nutrient)│ │ │
│ │ └─────────────────────┘ │ │
│ └───────────────────────────┘ │
│ │
│ Articular Cartilage │
│ (covers bone ends) │
│ │
│ Subchondral Bone │
└─────────────────────────────────┘- Synovial membrane (synovium): a thin (1–3 cell layers thick) vascular connective tissue lining the inner surface of the joint capsule. It does NOT cover articular cartilage.
- Type A synoviocytes (macrophage-like): phagocytic, remove debris from joint space.
- Type B synoviocytes (fibroblast-like): produce hyaluronic acid and lubricin → synovial fluid.
- Synovial fluid: viscous, clear fluid that lubricates and nourishes avascular articular cartilage.
- Articular cartilage: hyaline cartilage covering bone ends — avascular, aneural. Depends on synovial fluid for nutrients.
- Joint capsule: fibrous outer layer providing structural support.
Why does RA target synovial joints? Because the synovial membrane is the primary site of the autoimmune inflammatory attack. Joints with abundant synovium (MCP, PIP, wrist, MTP) are preferentially affected, while joints with minimal synovial lining (e.g., DIP) are spared.
High Yield
RA spares DIP joints — because DIP joints have very little synovial lining [1]. If you see DIP involvement, think osteoarthritis (Heberden's nodes), psoriatic arthritis, or erosive OA.
5. Aetiology and Pathophysiology
RA is fundamentally a Type III (immune complex–mediated) hypersensitivity reaction directed against the synovium [1]. However, the full pathogenesis involves elements of both adaptive and innate immunity.
The Big Picture (simplified cascade):
5.2 Detailed Pathophysiology — Step by Step
In genetically susceptible individuals (HLA-DR4+), environmental triggers (smoking, P. gingivalis) cause citrullination of self-proteins — the enzyme peptidylarginine deiminase (PAD) converts arginine residues to citrulline.
- These citrullinated peptides are "neo-antigens" — the immune system has not been tolerized to them.
- They are presented by HLA-DR4 on dendritic cells → activate CD4+ T-helper cells.
- T cells provide help to B cells → B cells differentiate into plasma cells → produce:
- Anti-CCP antibodies (ACPA): directed against citrullinated proteins — highly specific for RA.
- Rheumatoid Factor (RF): IgM antibody against the Fc portion of IgG — less specific (found in other conditions).
- Crucially, anti-CCP and RF can be detected in blood years (up to 10 years) before the first joint symptom — this is the "pre-clinical" or "at-risk" phase.
- Immune complexes (IgG–anti-CCP, IgG–RF) deposit in the synovium.
- Activate complement (classical pathway) → generate C3a, C5a (anaphylatoxins) → recruit neutrophils and macrophages.
- T cells infiltrate the synovium and activate macrophages and fibroblast-like synoviocytes (FLS).
- Macrophages secrete pro-inflammatory cytokines:
- TNF-α: the "master cytokine" in RA — drives inflammation, stimulates other cytokines, promotes osteoclast activation.
- IL-1: promotes cartilage degradation and bone erosion.
- IL-6: drives acute-phase response (CRP, ESR), promotes B-cell differentiation, contributes to systemic features (fatigue, anaemia).
- IL-17 (from Th17 cells): promotes neutrophil recruitment and osteoclast activation.
"TNF-α binds to two cell-surface receptors, type I TNF receptor (p55) and type II TNF receptor (p75), on numerous cell types... Activated T cells migrate into the joint and stimulate a multi-molecular immune-inflammatory cascade. They secrete several pro-inflammatory cytokines which stimulate macrophages, fibroblasts, chondrocytes and osteoclasts." [5]
Pannus (Latin: "cloth" or "tablecloth") is an aggressive, hyperplastic granulation tissue that forms over the articular cartilage surface.
- Composition: proliferating fibroblast-like synoviocytes (FLS), macrophages, lymphocytes, new blood vessels (angiogenesis).
- Mechanism: FLS in the pannus produce matrix metalloproteinases (MMPs) (collagenases, stromelysins) that directly degrade cartilage.
- The pannus grows like a "carpet" over the cartilage surface and invades into subchondral bone.
"Pannus formation (granulation tissue) and inflammatory infiltrates → erode into cartilage & juxta-articular bone → irreversible deformity" [1].
- Osteoclast activation: TNF-α, IL-1, IL-6, and RANKL (produced by activated T cells and FLS) stimulate osteoclast differentiation and activity.
- RANKL (Receptor Activator of Nuclear Factor κB Ligand) binds RANK on osteoclast precursors → differentiation into mature osteoclasts → bone resorption.
- Normally, OPG (osteoprotegerin) acts as a decoy receptor for RANKL — but in RA, the RANKL:OPG ratio is shifted towards RANKL, favouring bone loss.
- This causes the characteristic marginal erosions seen on X-ray (erosions at the bare areas of bone where synovium meets cartilage, since there is no cartilage "cap" to protect the bone at these margins).
- Cartilage loss → joint space narrowing on X-ray.
- Bone erosion → marginal erosions → structural instability.
- Tendon/ligament laxity and rupture: chronic inflammation weakens supporting structures → subluxation, deviation, deformity.
- Muscle wasting: disuse atrophy + reflex inhibition from pain.
| Autoantibody | Target | Sensitivity | Specificity | Notes |
|---|---|---|---|---|
| Rheumatoid Factor (RF) | Fc portion of IgG | ~70–80% | ~80% | Not specific — present in other AI diseases, chronic infections, 5–10% of healthy elderly |
| Anti-CCP (ACPA) | Citrullinated proteins (e.g., citrullinated vimentin, fibrinogen, α-enolase) | ~70% | > 95% | Highly specific; can precede symptoms by years; predicts erosive disease |
High Yield — RF vs Anti-CCP
- RF = sensitive but not specific (present in many conditions: SLE, Sjögren's, chronic infections, sarcoidosis, healthy elderly).
- Anti-CCP = similarly sensitive but much more specific for RA. A positive anti-CCP in a patient with early inflammatory arthritis is very strong evidence for RA.
- Both positive = very high predictive value for RA and for erosive disease.
"Tumour necrosis factor-alpha (TNF-α) is a component in the cascade of cytokines induced in rheumatoid arthritis (RA)... These cells, in turn, secrete TNF-α which acts on numerous target cells in the joint to promote articular cartilage destruction, pannus formation and subchondral bone erosion." [5]
TNF-α is so central to RA pathogenesis that blocking it with anti-TNF biologics (infliximab, adalimumab, etanercept) has revolutionised treatment. Understanding this cascade is critical for understanding why DMARDs and biologics work.
Anti-TNF and Tuberculosis
Anti-TNF-α agents increase the risk of tuberculosis reactivation because TNF-α is critical for maintaining granuloma integrity (the immune structure that "walls off" TB). When you block TNF-α, the granuloma breaks down → dormant TB reactivates → disseminated or atypical TB [6].
This is why all patients must be screened for latent TB (IGRA or tuberculin skin test) before starting anti-TNF therapy. If latent TB is detected, isoniazid chemoprophylaxis is given for 3 months before starting the biologic [6].
6. Classification
| Seropositive RA | Seronegative RA | |
|---|---|---|
| RF and/or Anti-CCP | Positive | Negative |
| Prevalence | ~70–80% of RA | ~20–30% of RA |
| Prognosis | Generally worse — more erosive, more extra-articular manifestations | Generally milder — but can still be destructive |
| Genetic association | Strong HLA-DR4 association | Weaker genetic association |
Disease activity is classified using validated composite indices (DAS28, CDAI, SDAI):
- Remission: no/minimal disease activity
- Low disease activity (LDA)
- Moderate disease activity (MDA)
- High disease activity (HDA)
| Stage | Description |
|---|---|
| I | Early — no destructive changes on X-ray |
| II | Moderate — radiographic evidence of osteoporosis ± slight cartilage/subchondral bone destruction, no deformity |
| III | Severe — cartilage and bone destruction, deformity (deviation, subluxation, ulnar drift) |
| IV | Terminal — fibrous or bony ankylosis |
This is a high-yield GC lecture concept [7]:
| Feature | RA | Spondyloarthritis (SpA) | Osteoarthritis (OA) |
|---|---|---|---|
| Inflammation | Yes — synovitis | Yes — enthesitis + synovitis | Minimal/secondary |
| Symmetry | Symmetric | Asymmetric | Often symmetric |
| Joints | MCP, PIP, wrist, MTP | DIP, large joints (LL > UL), axial (SIJ, spine) | DIP, PIP, 1st CMC, knee, hip, spine |
| DIP involvement | Spared | Common (PsA) | Common (Heberden's nodes) |
| Axial involvement | Usually spared (except C1/2) | Common (sacroiliitis, spondylitis) | Facet joints |
| Morning stiffness | > 1 hour | > 30 min | < 30 min |
| RF / Anti-CCP | Positive (70–80%) | Negative | Negative |
| HLA association | HLA-DR4 | HLA-B27 | None specific |
| Extra-articular | Nodules, lung, eye, vasculitis | Uveitis, psoriasis, IBD, enthesitis | None |
7. Clinical Features
Before diving into RA-specific features, understand the systematic approach to any patient with joint pain [2][7]:
-
Inflammatory vs Non-inflammatory?
- Inflammatory: morning stiffness > 30 min (classically > 1 hour in RA), improves with use, worse with rest, joint swelling/warmth/redness
- Non-inflammatory (mechanical/degenerative): morning stiffness < 30 min, worse with use, improves with rest, no significant swelling
-
Number of joints: Monoarthritis (1), Oligoarthritis (2–4), Polyarthritis (≥5)
-
Spatial pattern: Symmetric vs asymmetric, small vs large, axial vs peripheral
-
Temporal pattern:
- Additive: starts in some joints, persists, then involves more joints → classic for RA [2]
- Migratory: moves from joint to joint → rheumatic fever, gonococcal arthritis, SLE
- Intermittent: discrete attacks with complete remission → polyarticular gout, palindromic rheumatism
-
Duration: Acute ( < 6 weeks) vs Chronic ( > 6 weeks)
RA: symmetric, small + large joints, peripheral (esp MCP/PIP/wrist/MTP) ± C1/2 ± cricoarytenoid [2].
7.2 Articular (Joint) Features
| Symptom | Pathophysiological Basis |
|---|---|
| Morning stiffness > 1 hour [1][3] | Overnight, synovial fluid accumulates in inflamed joints + interstitial oedema → stiffness. During the day, movement "pumps" fluid away → improvement. The duration of morning stiffness correlates with disease activity. In OA, stiffness is brief (< 30 min) because there is less inflammation. |
| Symmetrical polyarthralgia | Autoimmune process is systemic → affects same joints bilaterally. The immune complexes deposit in synovium of multiple joints simultaneously. |
| Joint swelling (soft, "boggy" swelling) | Synovial inflammation → synovial hypertrophy + effusion (excess synovial fluid production due to inflamed synovium) |
| Exacerbated with rest, relieved with use [1] | Inflammatory mediators accumulate during rest; gentle movement promotes venous/lymphatic drainage and disperses inflammatory mediators |
| Joints typically affected first: MCP, PIP, wrist, MTP | These joints have abundant synovium — more "target" for autoimmune attack. |
| DIP joints and axial joints (except C1/2) spared [1] | DIP joints have minimal synovial lining. Axial joints (except atlantoaxial) are amphiarthrodial (cartilaginous), not synovial. C1/2 is a synovial joint, hence it can be involved. |
High Yield Pattern
RA = MCP + PIP + wrist + MTP (bilateral, symmetric, > 6 weeks, morning stiffness > 1 hour). This is the classic "board-style" presentation. If DIP is involved → think PsA or OA. If asymmetric large joints → think SpA.
| Sign | Description | Pathophysiological Basis |
|---|---|---|
| Boggy synovial thickening | Palpable soft, "doughy" swelling over joints (especially MCP, PIP, wrist) | Synovial hypertrophy — the synovium thickens from normally 1–3 cell layers to many cell layers due to inflammatory infiltration and FLS proliferation |
| Joint effusion | Fluctuant swelling, positive "bulge test" (knee) | Excess synovial fluid production by inflamed synovium |
| Warmth | Joints feel warm to touch | Increased blood flow to inflamed synovium (vasodilation from inflammatory mediators: prostaglandins, nitric oxide) |
| Tenderness | Pain on palpation, especially at joint line | Sensitisation of nociceptors by prostaglandins, bradykinin, and other inflammatory mediators in the synovium |
| Reduced range of movement (ROM) | Pain-limited ROM initially, later structural limitation | Early: pain and effusion limit movement. Late: cartilage/bone destruction and fibrosis restrict movement mechanically |
| Squeeze test (MCP/MTP) | Lateral compression of MCPs or MTPs causes pain | Synovitis of these small joints — compression compresses inflamed synovium → pain |
C. Late Disease — Deformities
These deformities develop over months to years of uncontrolled disease as the pannus destroys cartilage, bone, tendons, and ligaments.
| Deformity | Description | Mechanism |
|---|---|---|
| Boutonnière deformity (buttonhole) | Flexed PIP, hyperextended DIP [1] | Rupture/stretching of the central slip of the extensor tendon at PIP → PIP drops into flexion. The lateral bands slip volar to the PIP axis → pull on DIP → DIP hyperextension. The PIP "pokes through" the torn tendon like a button through a buttonhole. |
| Swan neck deformity | Hyperextended PIP, flexed DIP [1] | Contracture of intrinsic muscles (interossei, lumbricals) or laxity of the volar plate at PIP → PIP hyperextends. Secondary tightening of lateral bands → pulls DIP into flexion. Opposite of Boutonnière. |
| Z deformity of thumb | Flexed MCP, hyperextended IP [1] | Synovitis at MCP → stretching of MCP joint capsule → MCP fixed flexion. Compensatory hyperextension at IP joint. The thumb looks like a "Z" from the side. |
| Ulnar deviation of fingers | Fingers deviate towards the ulnar side at MCP joints [1] | Synovitis weakens the radial collateral ligaments and the radial sagittal bands → extensor tendons sublux ulnarly → pull fingers towards ulnar side |
| Volar (palmar) subluxation of MCP | MCP joints sublux palmarly [1] | Synovitis stretches the dorsal capsule and collateral ligaments → proximal phalanx slides palmarly relative to metacarpal head |
| Radial deviation at wrist | Wrist deviates radially [1] | Destruction of ulnar carpal ligaments by synovitis → the carpus shifts radially. Often occurs together with ulnar deviation at MCPs (the "zigzag" deformity). |
| Piano key sign (ulnar styloid) | The ulnar styloid is subluxed dorsally and can be depressed like a piano key [1] | Synovitis at the distal radioulnar joint (DRUJ) → ligamentous laxity → dorsal subluxation of the ulnar head. Press it down → it springs back up. |
| Trigger finger | Finger locks in flexion, then "snaps" straight | Tenosynovitis of flexor tendons → thickening of tendon sheath → tendon catches on the A1 pulley |
"Late joint damage & deformities: Boutonnière deformity, Z deformity of thumb, Swan neck deformity, Ulnar deviation & volar subluxation of MCPJ, Radial deviation at wrist, piano key movement of ulnar styloid" [1].
| Deformity | Mechanism |
|---|---|
| Hallux valgus | Synovitis at 1st MTP → medial collateral ligament laxity → great toe deviates laterally |
| Hammer toe | Hyperextension at MTP, flexion at PIP, extension at DIP — due to intrinsic muscle weakness and extensor tendon imbalance |
| Claw toe | Hyperextension at MTP, flexion at PIP and DIP |
| "Cock-up" deformity [1] | Dorsal subluxation of MTP joints → metatarsal heads become weight-bearing (painful callosities on sole of foot) |
| Broadened forefoot | Spreading of metatarsal heads due to loss of transverse arch support |
| Feature | Detail |
|---|---|
| Atlantoaxial subluxation (C1/2) | Synovitis of the atlantoaxial joint → erosion/laxity of the transverse ligament of the atlas (which normally holds the odontoid peg of C2 against the anterior arch of C1) → C1 slides forward on C2 |
| Symptoms | Neck pain radiating to occiput, slowly progressive myelopathy (UMN signs in limbs), vertebrobasilar insufficiency (dizziness, drop attacks), sudden death (rare — cord compression) |
| Investigation | Lateral cervical spine X-ray in flexion: anterior atlantodental interval (AADI) > 3 mm is abnormal |
| Clinical relevance | Always assess before intubation/general anaesthesia — forced neck extension could cause fatal cord compression |
Danger — Cervical Spine in RA
Any RA patient requiring intubation for surgery MUST have a lateral cervical spine X-ray in flexion to exclude atlantoaxial instability. This is a classic exam and clinical pearl.
This is a commonly tested distinction [8]:
| Feature | RA | SLE |
|---|---|---|
| Arthritis | Common, destructive | Common, NON-erosive |
| Deforming | Yes (irreversible) | Rare (Jaccoud's arthropathy — reducible deformities) |
| Swan neck | Common (fixed, not reducible) | Rare (reducible) |
| Ulnar deviation | Common (not reducible) | Rare (reducible) |
| Synovial hypertrophy | Common | Rare |
| Erosions on X-ray | Common | Rare |
| Morning stiffness | Hours | Minutes |
| Subcutaneous nodules | Common | Rare |
7.3 Extra-Articular Manifestations (EAMs)
Extra-articular manifestations occur in ~40% of RA patients, more common in seropositive RA (RF+ and/or anti-CCP+), long-standing disease, and severe/poorly controlled disease. They are a marker of systemic disease.
| Feature | Pathophysiology |
|---|---|
| Fatigue | Circulating pro-inflammatory cytokines (TNF-α, IL-6) act on the CNS → "sickness behaviour." Also contributed to by anaemia, poor sleep from pain, and depression. |
| Low-grade fever | IL-1, IL-6, TNF-α → act on hypothalamic thermoregulatory centre → raise set point |
| Weight loss | Catabolic state driven by TNF-α (hence its old name "cachectin") → muscle wasting, appetite suppression |
| Malaise | Generalised inflammatory cytokine-mediated symptom |
| Feature | Detail |
|---|---|
| Prevalence | ~20–30% of RA patients; almost exclusively seropositive |
| Location | Pressure points — olecranon (elbow), dorsal forearm, Achilles tendon, sacrum, occiput; also found in lungs, sclera, heart valves |
| Pathology | Central fibrinoid necrosis surrounded by a palisade of macrophages (epithelioid histiocytes), then an outer zone of chronic inflammatory cells and fibrosis |
| Clinical significance | Marker of severe, seropositive disease. Can occur in lungs (Caplan's syndrome when combined with pneumoconiosis) |
RA affects the lungs in ~10% of patients; most commonly UIP and NSIP patterns [9].
| Manifestation | Pathophysiology |
|---|---|
| Interstitial lung disease (ILD) | Most common: UIP (usual interstitial pneumonia) and NSIP (non-specific interstitial pneumonia). Autoimmune-mediated inflammation → fibrosis of lung parenchyma. |
| Pleural effusion | Rheumatoid pleuritis → exudative effusion (characteristically low glucose, high LDH, high protein, low complement). More common in men. |
| Rheumatoid nodules (lung) | Can mimic malignancy on CXR. Caplan's syndrome = rheumatoid nodules + pneumoconiosis (coal dust exposure). |
| Ruptured rheumatoid nodule in the lung → lung collapse [10] | Nodule cavitates and ruptures → pneumothorax or bronchopleural fistula |
| Bronchiolitis obliterans | Rare but serious — small airway disease, obstructive pattern |
| Bronchiectasis | Increased susceptibility to recurrent infections |
| Methotrexate pneumonitis [10] | Drug-induced hypersensitivity reaction — acute onset dyspnoea, dry cough, fever while on MTX |
| Pulmonary fibrosis [10] | Chronic inflammatory process → progressive fibrosis → restrictive lung disease |
| Manifestation | Pathophysiology |
|---|---|
| Accelerated atherosclerosis | Chronic systemic inflammation → endothelial dysfunction → premature coronary artery disease. RA patients have 1.5–2× increased CV mortality. |
| Pericarditis | Autoimmune pericardial inflammation — often subclinical |
| Myocarditis | Rare — inflammatory infiltration of myocardium |
| Valvular disease | Rheumatoid nodules on heart valves → regurgitation |
| Cardiac amyloidosis [10] | Long-standing RA → chronic inflammation → AA amyloidosis → amyloid deposition in heart → restrictive cardiomyopathy |
| Manifestation | Pathophysiology |
|---|---|
| Anaemia of chronic disease (ACD) | Most common haematological finding. IL-6 → liver produces hepcidin → hepcidin degrades ferroportin → iron is "trapped" in macrophages → cannot be used for erythropoiesis. Low serum iron, low TIBC (cf. IDA where TIBC is high), low transferrin saturation, but normal/elevated ferritin. |
| Iron deficiency anaemia (IDA) | From chronic NSAID use → GI bleeding (peptic ulcer, gastritis). Low serum iron, HIGH TIBC, low ferritin. |
| Combined ACD + IDA | Very common in RA patients on NSAIDs — mixed picture [10] |
| Felty syndrome | RA + splenomegaly + neutropaenia. Mechanism: increased white pulp function (immune-mediated destruction of neutrophils) + splenic sequestration. Associated with severe, long-standing, seropositive RA. Risk of recurrent infections. [11] |
| Thrombocytosis | Reactive thrombocytosis due to IL-6 driving thrombopoiesis — marker of active inflammation |
| Large granular lymphocyte (LGL) syndrome | Clonal expansion of LGLs → neutropaenia (overlaps with Felty syndrome) |
Haematology Interactive Tutorial Case
A 58-year-old woman with RA presents with malaise and SOB. Hb 7.5, MCV 70, WCC 3.5, Plt 410, CRP 8, ESR 70. Serum iron 3, TIBC 75, Transferrin sat 4% [10].
This picture shows microcytic anaemia with very low serum iron, high TIBC, and very low transferrin saturation → classic iron deficiency anaemia (IDA). But she also has elevated CRP/ESR (active inflammation). So the cause is likely NSAID-induced GI blood loss (→ IDA) superimposed on anaemia of chronic disease.
Key DDx to consider:
- IDA from NSAID-related GI bleeding
- Anaemia of chronic disease
- Methotrexate-induced bone marrow suppression (would show pancytopaenia)
- Felty syndrome (RA + splenomegaly + neutropaenia)
"RA: secondary Sjögren's syndrome, PUK, episcleritis, scleritis, uveitis" [12].
| Manifestation | Pathophysiology |
|---|---|
| Secondary Sjögren's syndrome (keratoconjunctivitis sicca) | Most common ocular manifestation of RA. Lymphocytic infiltration of lacrimal glands → reduced tear production → dry eyes (gritty, sandy sensation). |
| Episcleritis | Inflammation of the episclera — typically mild, self-limiting, bright red eye without pain |
| Scleritis | Deeper inflammation of the sclera — painful (deep, boring pain), can lead to scleral thinning (scleromalacia perforans). More serious than episcleritis. |
| Peripheral ulcerative keratitis (PUK) [12] | Autoimmune-mediated peripheral corneal thinning → crescent-shaped corneal ulcer ("Mooren's ulcer" if isolated). Immune complex deposition → complement activation → MMP production by keratocytes → corneal breakdown. Can lead to perforation. |
| Manifestation | Pathophysiology |
|---|---|
| Carpal tunnel syndrome | Most common neurological manifestation. Synovial hypertrophy at the wrist → compression of the median nerve in the carpal tunnel. |
| Cervical myelopathy | Atlantoaxial subluxation → spinal cord compression (see above) |
| Peripheral neuropathy | Vasculitis of vasa nervorum → nerve ischaemia → sensorimotor polyneuropathy or mononeuritis multiplex [13] |
| Entrapment neuropathy | Synovial thickening compresses nerves at various sites |
| Manifestation | Cause |
|---|---|
| AA amyloidosis | Long-standing, poorly controlled RA → chronic elevation of serum amyloid A (SAA) protein → deposition as AA amyloid in kidneys → nephrotic syndrome, progressive renal failure |
| Drug-related nephrotoxicity | NSAIDs (interstitial nephritis, papillary necrosis), gold (membranous nephropathy), D-penicillamine (membranous nephropathy), cyclosporine (nephrotoxicity) |
| Membranous nephropathy | Can occur as part of RA itself or drug-related (gold, penicillamine) |
| Manifestation | Detail |
|---|---|
| Rheumatoid nodules | See above |
| Vasculitic skin lesions | Nail fold infarcts, digital gangrene, purpura, leg ulcers — indicate systemic vasculitis (rheumatoid vasculitis) |
| Pyoderma gangrenosum | Rare association |
| Palmar erythema | Non-specific |
| Skin fragility/easy bruising | Often iatrogenic — chronic steroid use |
| Feature | Detail |
|---|---|
| Osteoporosis | Multifactorial: chronic inflammation (cytokines promote osteoclast activity), immobility (disuse), corticosteroid use |
| Muscle wasting | Disuse atrophy, TNF-α-mediated catabolism, steroid myopathy |
| Rheumatoid vasculitis | Severe complication — necrotising vasculitis of small/medium vessels. Manifests as digital ischaemia, skin ulcers, neuropathy, visceral infarction. Almost exclusively in severe, seropositive, nodular RA. |
| Depression | Chronic pain, disability, fatigue → high prevalence of depression in RA |
| Increased infection risk | Disease-related immune dysregulation + immunosuppressive therapy |
Felty syndrome = RA + splenomegaly + neutropaenia [11].
| Feature | Detail |
|---|---|
| Epidemiology | < 1% of RA; almost always seropositive, long-standing, deforming RA |
| Mechanism | Splenomegaly → increased destruction and sequestration of neutrophils. Also anti-neutrophil antibodies. The spleen's "white pulp" function is increased (immune-mediated neutrophil destruction) [11]. |
| Clinical significance | Neutropaenia → recurrent bacterial infections (especially skin and respiratory) |
| Treatment | Treat the underlying RA aggressively (DMARDs). Splenectomy considered if recurrent severe infections. G-CSF for severe neutropaenia. |
While the full diagnostic criteria, algorithm, and management will be covered in the next section (as requested), here is a brief overview of the investigative modalities to assess joints that were mentioned in the lectures:
"Investigative modalities to assess joints: X-ray, USG (can detect subclinical inflammation in the joints, allow for more aggressive treatment), MRI" [14].
| Investigation | What It Shows in RA |
|---|---|
| X-ray | Early: soft tissue swelling, periarticular osteopaenia. Late: marginal erosions, joint space narrowing, subluxation, deformity |
| Ultrasound (USG) | Can detect subclinical synovitis and tenosynovitis — allows earlier, more aggressive treatment. Also guides joint aspiration. Power Doppler shows increased vascularity = active inflammation. |
| MRI | Gold standard for early erosions and bone marrow oedema (pre-erosive). Also detects synovitis, tenosynovitis, effusion. More sensitive than X-ray for early disease. |
Work-Up for Inflammatory Arthritis — Don't Forget Septic Arthritis!
"Work up ALL inflammatory arthritis as septic arthritis until proven otherwise, even without fever/leukocytosis/CRP or ESR elevation — i.e., you need a synovial fluid analysis" [15].
If a patient presents with an acute hot, swollen joint → always aspirate and send synovial fluid for analysis (cell count, crystals, Gram stain, culture) before attributing it to RA flare. A septic joint can destroy cartilage in days. The only exception: if you are very confident of RA (e.g., EULAR classification score ≥ 6 with classic polyarticular pattern) [15].
High Yield Summary
Definition: RA = chronic, systemic, autoimmune inflammatory disease → symmetric erosive polyarthritis of peripheral joints → pannus formation → cartilage/bone destruction → deformity.
Epidemiology: 0.3–0.4% in HK; F:M = 3:1; peak 4th–5th decade; commonest AI inflammatory polyarthritis.
Risk Factors: HLA-DR4 (major), smoking (strongest modifiable — interacts with HLA-DR4 via citrullination), P. gingivalis, EBV, nulliparity, family history (3× risk in 1st degree relatives).
Pathogenesis: Gene-environment interaction → citrullination → anti-CCP/RF → immune complex deposition → synovitis → pannus → erosion → deformity. TNF-α is the master cytokine.
Joint Pattern: Symmetric, MCP/PIP/wrist/MTP, spares DIP, spares axial (except C1/2), morning stiffness > 1 hour, additive pattern.
Key Deformities: Boutonnière (flexed PIP/hyperextended DIP), Swan neck (hyperextended PIP/flexed DIP), Z-thumb, ulnar deviation, volar subluxation, cock-up toe, atlantoaxial subluxation.
Extra-Articular: Rheumatoid nodules, ILD (UIP/NSIP), Felty syndrome (RA + splenomegaly + neutropaenia), 2° Sjögren's, scleritis/PUK, carpal tunnel, vasculitis, AA amyloidosis, anaemia (ACD ± IDA from NSAIDs), accelerated atherosclerosis.
Autoantibodies: RF (sensitive, not specific) and anti-CCP (sensitive AND highly specific, > 95%). Both positive = high predictive value for RA and erosive disease.
Anti-TNF and TB: Screen for latent TB (IGRA/TST) before starting anti-TNF biologics; isoniazid prophylaxis × 3 months if latent TB.
Active Recall - Rheumatoid Arthritis (Definition, Epidemiology, Risk Factors, Pathophysiology, Clinical Features)
[1] Senior notes: Maksim Medicine Notes.pdf (Section 13.4 Rheumatoid arthritis, p.312) [2] Senior notes: Ryan Ho Rheumatology.pdf (Section 2.6, p.44; Approach Section B, p.409 in Ryan Ho Fundamentals.pdf) [3] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (Rheumatoid arthritis section, p.1672–1674) [4] Lecture slides: Upper Limb Painful Conditions_Dr. Margaret Woon Man FOK_3. Inflammatory conditions.pdf (p.2, p.4) [5] Senior notes: Block A - Treatments for skin diseases (eczema, psoriasis and urticaria).pdf (p.34 — TNF-α cascade in RA) [6] Senior notes: Gen Clerk Anaes + Microbiology Summary.pdf (p.37 — Anti-TNF and TB) [7] Senior notes: Ryan Ho Fundamentals.pdf (Approach to joint pain, p.409) [8] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (SLE vs RA comparison table, p.712) [9] Senior notes: Ryan Ho Respiratory.pdf (ILD with known causes table, p.121) [10] Senior notes: Block A - Hematology Interactive Tutorial.pdf (RA anaemia case, p.2) [11] Senior notes: Block A - Splenomegaly_ common causes of splenomegaly; myeloproliferative diseases.pdf (Felty syndrome, p.7) [12] Senior notes: Ryan Ho Opthalmology.pdf (Rheumatological Disease and the Eye, p.131) [13] Senior notes: Ryan Ho Neurology.pdf (Mononeuritis multiplex and polyneuropathy, p.180) [14] Senior notes: Block A - Syncope and irregular heartbeat_ Cardiac arrhythmia; Heart blocks, Bradycardia.pdf (p.30 — investigative modalities for joints) [15] Senior notes: Block A - Painful red joint_ monoarthropathy, gouty arthritis, septic arthritis, haemarthrosis.pdf (p.7)
Differential Diagnosis of Rheumatoid Arthritis
When a patient presents with polyarthritis (or any joint complaint), the key clinical reasoning task is to distinguish RA from the many other conditions that can mimic it. The approach follows the systematic framework established in the previous section:
- Is it inflammatory or non-inflammatory (degenerative)? — morning stiffness duration, rest vs use, swelling
- How many joints? — mono / oligo / poly
- Which joints? — small vs large, symmetric vs asymmetric, axial vs peripheral, DIP spared vs involved
- Duration? — acute ( < 6 weeks) vs chronic ( > 6 weeks)
- Extra-articular clues? — rash, eye disease, GI symptoms, urethritis, psoriasis
- Serology? — RF, anti-CCP, ANA, HLA-B27
The differential diagnosis can be broadly divided by temporal pattern and number of joints [1][16].
This table integrates points from GC lecture slides, senior notes, and standard references. The conditions most likely to mimic RA are listed first.
Clinical features of different arthritis — history [17]:
- RA: Younger age, insidious onset, polyarthritis, small hand joints, sparing DIP joints, early morning stiffness ≥ 30 mins
- Spondyloarthritis: Younger age, insidious onset, mono or polyarthritis, any joint could be involved, psoriasis, IBD, STD/dysentery, uveitis, back pain, family history
- Osteoarthritis: Insidious onset, DIP joints or weight-bearing joints, older age
- Gout: Acute onset, first metatarsophalangeal joint involvement, usually self-limiting, sometimes fever
| Differential | Key Discerning Features from RA | Why It Can Mimic RA | How to Distinguish |
|---|---|---|---|
| Osteoarthritis (OA) | Non-inflammatory; DIP/PIP/1st CMC/weight-bearing; hard bony swelling; < 30 min stiffness; worsens with use | Can be symmetric polyarticular (generalised OA); PIP involvement overlaps | DIP involved (Heberden's nodes), hard bony enlargement (not boggy), evening stiffness, RF/anti-CCP negative, XR shows osteophytes not erosions [3][17] |
| Psoriatic arthritis (PsA) | Usually asymmetric oligo/polyarthritis; DIP involvement; dactylitis; enthesitis; nail changes | Can present as symmetric polyarthritis mimicking RA (one of 5 PsA patterns) | Psoriasis skin/nail changes, DIP involvement, dactylitis ("sausage digits"), seronegative (RF/anti-CCP usually negative), pencil-in-cup erosions on XR [3][17][18] |
| SLE-associated arthritis | Non-erosive, non-deforming (or Jaccoud's = reducible); migratory; morning stiffness minutes not hours | Symmetric small joint polyarthritis | Reducible deformities, no erosions on XR, synovial fluid = transudate, ANA/anti-dsDNA positive, multi-system involvement (malar rash, nephritis, serositis) [3][8][19] |
| Viral polyarthritis | Self-limiting ( < 6 weeks); symmetric small joints; preceded by viral prodrome | Pattern can look exactly like early RA | Duration < 6 weeks (RA by definition ≥ 6 weeks), viral serology positive (HBV, HCV, parvovirus B19, EBV, rubella, Dengue, HIV), resolves spontaneously [3][16] |
| Gout / Pseudogout | Acute monoarthritis typically (1st MTP for gout); can become chronic polyarticular | Chronic polyarticular gout or pseudogout (CPPD) can mimic RA | Crystals on synovial fluid microscopy (MSU = needle-shaped, negatively birefringent; CPPD = rhomboid, weakly positively birefringent), tophi, punched-out erosions [3][16][20] |
| Reactive arthritis | Asymmetric large joint oligoarthritis (LL > UL); post-infectious | Can present with polyarthritis | History of preceding GI or GU infection, "can't see, can't pee, can't climb a tree" triad (conjunctivitis, urethritis, arthritis), keratoderma blennorrhagica, HLA-B27+ [16][21] |
| Ankylosing spondylitis (AS) | Predominantly axial (sacroiliitis, spondylitis); young male | Can have peripheral arthritis | Inflammatory back pain, sacroiliitis on imaging, HLA-B27+, bamboo spine, enthesitis [17] |
| IBD-associated arthritis | Asymmetric large joint LL arthritis; tracks with bowel flares (Type 1) | Polyarthritis can occur | GI symptoms (bloody diarrhoea, abdominal pain), endoscopy confirms IBD [16][21] |
| Septic arthritis | Usually acute monoarthritis; high fever; very hot/swollen joint | Polyarticular in ~20% (especially in immunocompromised or pre-existing RA) | Joint aspiration is mandatory: WBC > 50,000, > 90% neutrophils, positive Gram stain/culture. Hot swollen joint = septic until proven otherwise [15][22] |
| Systemic sclerosis (SSc) | Raynaud's, skin thickening, GERD, ILD | Polyarthralgia/arthritis can occur | Raynaud's + GERD = think SSc, sclerodactyly, anti-Scl-70 or anti-centromere antibodies [8][19] |
| Sjögren's syndrome | Dry eyes + dry mouth; can have polyarthritis | Symmetric polyarthritis | Keratoconjunctivitis sicca + xerostomia, anti-Ro/SSA and anti-La/SSB, Schirmer test [8][19] |
| Dermatomyositis/Polymyositis | Proximal muscle weakness predominates | Arthralgia/arthritis present in ~30% | Proximal weakness, elevated CK, Gottron's papules, heliotrope rash, anti-Jo1/anti-MDA5 [8][19] |
| Polymyalgia rheumatica (PMR) | Bilateral shoulder + pelvic girdle pain/stiffness; no true synovitis | Symmetrical stiffness in elderly; very high ESR | Age > 50, dramatic response to low-dose prednisolone (15–20 mg), exclude GCA (temporal artery tenderness), no small joint synovitis [16][23] |
| Adult-onset Still's disease (AOSD) | Quotidian spiking fever, evanescent salmon-pink rash, serositis, lymphadenopathy | Can have polyarthritis | Ferritin markedly elevated, leucocytosis, liver dysfunction, RF/ANA usually negative, diagnosis of exclusion [16] |
| Rheumatic fever | Migratory polyarthritis; preceded by Strep pharyngitis | Acute polyarthritis in young | Jones criteria, evidence of preceding GAS infection (ASO titre), carditis, erythema marginatum [16] |
| Bacterial endocarditis | Polyarthralgia/arthritis; fever; new murmur | Immune complex-mediated arthritis | Blood cultures positive, vegetations on echocardiogram, Osler's nodes, Janeway lesions [16] |
| Malignancy | Paraneoplastic polyarthritis, hypertrophic pulmonary osteoarthropathy (HPOA) | Can mimic RA | Clubbing + periostitis (HPOA), rapid onset, doesn't respond to DMARDs, search for underlying malignancy [16] |
9.3 The "Big Five" DDx to Know Cold
For exams, these five conditions represent the most commonly tested differential diagnoses of RA:
Why it mimics RA: OA can be polyarticular and symmetric (generalised nodal OA), involving PIPs just like RA.
Why it's NOT RA:
| Feature | OA | RA |
|---|---|---|
| Primary joints | DIP (Heberden's) + PIP (Bouchard's) | PIP + MCP |
| Joint characteristics | Hard and bony | Soft, warm, tender (boggy) |
| Stiffness | Evening stiffness; worsens after effort | Early morning stiffness; worsens after resting |
| Heberden's nodes | Present | Absent |
| RF / Anti-CCP | Negative | Positive |
| ESR / CRP | Normal | Elevated |
| Radiological findings | Joint space narrowing + osteophytes | Erosions of bone and cartilage |
Pathophysiological explanation: OA is primarily a disease of cartilage degradation (mechanical wear + imbalanced remodelling), not immune-mediated synovial inflammation. The bony enlargements (osteophytes) are the body's attempt to stabilise an unstable joint by increasing surface area — fundamentally different from the erosive destruction of RA.
Why it mimics RA: PsA can present as symmetric polyarthritis involving small joints (RA-like pattern), which is one of the five recognised patterns of PsA.
Why it's NOT RA:
- Usually asymmetrical oligoarthritis or symmetrical polyarthritis [3]
- DIP involvement — RA spares DIP
- Dactylitis ("sausage digits") — diffuse swelling of an entire digit due to flexor tenosynovitis + adjacent joint synovitis
- Enthesitis — inflammation at tendon/ligament insertions (Achilles, plantar fascia)
- Nail changes: pitting, onycholysis, dystrophy
- Seronegative: RF and anti-CCP usually negative [3][18]
- XR: "pencil-in-cup" deformity, periostitis, ankylosis
- Psoriasis skin lesions may precede, accompany, or follow arthritis (check ears, scalp, umbilicus, natal cleft)
"Only a small number of patients with psoriatic arthritis will test positive for RF and anti-CCP whereas these tests are positive in a majority of patients with RA" [18].
PsA and Gout Can Coexist
"Psoriatic arthritis and gout can coexist — recognition of findings suggestive of PsA such as nail changes and prominent DIP joint disease will support the diagnosis of PsA in addition to gout" [18]. Don't anchor on one diagnosis — always consider co-pathology.
Why it mimics RA: SLE causes symmetric small joint polyarthritis — looks like RA on first glance.
Why it's NOT RA: The table below is extremely high-yield [3][8][19]:
| Feature | SLE | RA |
|---|---|---|
| Myalgia | Common | Myositis rare |
| Symmetry | Yes | Yes |
| Joints involved | PIP > MCP > Wrist > Knee | MCP > Wrist > Knee |
| Morning stiffness | Minutes | Hours |
| Synovial membrane | Minimal abnormality | Proliferative |
| Synovial fluid | Transudate | Exudate |
| Synovial hypertrophy | Rare | Common |
| Subcutaneous nodules | Rare | Common |
| Erosions | Rare | Common |
| Deforming arthritis | Rare | Common |
| Swan neck deformities | Rare (reducible) | Common (not reducible) |
| Ulnar deviation | Rare (reducible) | Common (not reducible) |
| Osteoporosis | Variable | Common |
| Avascular necrosis | Common | Rare |
Key pathophysiological distinction: In SLE, the arthritis is mediated by immune complex deposition in the joint but does not produce destructive pannus. Hence it is characteristically non-erosive. When deformities do occur in SLE (Jaccoud's arthropathy), they are reducible (passively correctable) because the tendons and capsule are lax, not destroyed — think of it as ligamentous laxity rather than structural erosion.
Overlap syndrome ("Rhupus"): Some patients have features of BOTH RA and SLE — erosive deforming polyarthritis with anti-CCP positive, subsequently developing lupus nephritis [14]. This is a distinct entity from MCTD.
Why it mimics RA: Symmetric small joint polyarthritis, sometimes with morning stiffness — early presentation indistinguishable from RA.
Why it's NOT RA:
- Self-limiting, resolving within < 6 weeks [3][16]
- Preceded by viral prodrome (fever, malaise, rash, lymphadenopathy)
- Common viruses: HBV, HCV, parvovirus B19, EBV, Dengue, rubella, HIV [16]
- Parvovirus B19 is the classic mimic in adults — "slapped cheek" rash in children, symmetric small joint arthritis in adults
- RF may be transiently positive (making it even more confusing!)
Clinical pearl: The 2010 ACR/EULAR classification criteria require symptoms of ≥ 6 weeks duration precisely to exclude viral polyarthritis, which typically resolves by then [16][20].
Why it mimics RA: Chronic tophaceous gout or chronic CPPD can present as polyarticular disease with tophi that look like rheumatoid nodules.
Why it's NOT RA:
- Gout: Acute onset, 1st MTP involvement (podagra), self-limiting episodes, hyperuricaemia [17]
- Pseudogout (CPPD): Acute or chronic, large joint (knee, wrist), chondrocalcinosis on XR
- Definitive diagnosis: Crystal microscopy of synovial fluid [3][20]
- MSU crystals: needle-shaped, negatively birefringent ("negative = gout" — mnemonic: Needle = Negative)
- CPPD crystals: rhomboid, weakly positively birefringent
| Condition | Key Distinguishing Feature |
|---|---|
| Polymyalgia rheumatica (PMR) | Age > 50, bilateral shoulder + hip girdle pain/stiffness, dramatically elevated ESR ( > 40), dramatic response to 15–20 mg prednisolone. No true small joint synovitis — if MCPs/PIPs are inflamed, reconsider RA. Always consider co-existing GCA (headache, jaw claudication, visual symptoms). [23] |
| Adult-onset Still's disease (AOSD) | Systemic onset JIA equivalent in adults: quotidian spiking fever (spikes to ≥ 39°C daily, returns to normal), evanescent salmon-pink macular rash, polyarthritis, lymphadenopathy, serositis, markedly elevated ferritin ( > 1000), leucocytosis. RF/ANA usually negative. Diagnosis of exclusion — infection and leukaemia are major differential diagnoses [24]. |
| Rheumatic fever | Post-streptococcal (GAS pharyngitis), migratory polyarthritis (not additive like RA), Jones criteria, carditis. Usually in children/young adults. |
| Bacterial endocarditis | Immune complex-mediated polyarthralgia/arthritis + fever + new murmur + embolic phenomena. Blood cultures essential. |
| Haemochromatosis | 2nd–3rd MCP arthropathy ("iron fist" sign) — can mimic RA. Look for hepatomegaly, bronze skin, diabetes. Raised ferritin, transferrin sat > 45%. |
| Sarcoidosis | Acute polyarthritis (Löfgren's syndrome: bilateral hilar lymphadenopathy + erythema nodosum + polyarthritis + fever). Usually self-limiting. |
| Hypertrophic pulmonary osteoarthropathy (HPOA) | Clubbing + painful wrists/ankles + periostitis on XR. Paraneoplastic — look for lung malignancy. |
| Palindromic rheumatism | Recurrent self-limiting attacks of acute monoarthritis/polyarthritis (hours to days) with complete resolution between attacks. ~50% progress to RA. Anti-CCP+ predicts conversion to RA. |
Synovial fluid analysis is mandatory in any acute inflammatory monoarthritis/oligoarthritis to rule out septic arthritis and crystal arthropathy [15][16].
| Parameter | Normal | Non-inflammatory | Inflammatory | Septic |
|---|---|---|---|---|
| Clarity | Transparent | Transparent | Translucent | Opaque |
| WBC/mL | < 200 | < 2,000 | 2,000–100,000 | 50,000–300,000 |
| % Neutrophils | < 25% | < 25% | 25–75% | > 90% |
| Crystal microscopy | None | None | Possible (gout, CPPD) | None (unless coexists) |
| Gram stain/Culture | Negative | Negative | Negative | Positive |
In RA: synovial fluid is inflammatory (cloudy/translucent, WBC 2,000–50,000, 50–70% neutrophils) but Gram stain and culture are negative, and no crystals are seen.
| Condition | RF | Anti-CCP | ANA | HLA Association | Other Antibodies |
|---|---|---|---|---|---|
| RA | + (70–80%) | + (70%, > 95% specific) | ± (low titre in ~30%) | HLA-DR4 | — |
| SLE | ± (~20%) | Rare | + (≥ 95%) | HLA-DR2/DR3 | Anti-dsDNA, anti-Sm |
| PsA | Usually – | Usually – | – | HLA-B27 (~20%) | — |
| AS | – | – | – | HLA-B27 (~90%) | — |
| Sjögren's | + (~75%) | Rare | + (~80%) | — | Anti-Ro/SSA, Anti-La/SSB |
| SSc | ± | Rare | + | — | Anti-Scl-70, anti-centromere |
| DM/PM | – | – | ± | — | Anti-Jo1, anti-MDA5 |
| Reactive arthritis | – | – | – | HLA-B27 (~60–80%) | — |
Important point: RF is NOT specific for RA — it is positive in many conditions (SLE ~20%, Sjögren's ~75%, chronic infections, sarcoidosis, 5–10% healthy elderly). Anti-CCP is the key specific test — specificity > 95% for RA. A patient who is RF+ but anti-CCP– needs careful consideration of the alternatives.
This is a critical conceptual framework emphasised in the GC lectures [16][17]:
| Feature | Seropositive | Seronegative (SpA) |
|---|---|---|
| Demographics | F > M | M > F |
| Peripheral arthritis | Symmetrical, peripheral small joints (PIP, MCP) | Asymmetrical, peripheral + axial joints |
| Extra-articular | Raynaud's phenomenon | Acute anterior uveitis, GI symptoms (IBD), GU symptoms (reactive arthritis), psoriasis (PsA) |
| RF | Positive | Negative |
| HLA-B27 | Negative | Positive |
High Yield Summary — Differential Diagnosis of RA
Common DDx of chronic symmetric polyarthritis: RA, SLE, viral polyarthritis, OA, PsA (symmetric pattern).
Key distinctions:
- OA: DIP, hard bony, evening stiffness, XR shows osteophytes, seronegative
- PsA: DIP involved, dactylitis, nail changes, asymmetric (usually), seronegative
- SLE: Non-erosive, reducible deformities, morning stiffness minutes, transudate SFA, ANA+
- Viral: Self-limiting < 6 weeks, preceded by viral prodrome, positive viral serology
- Crystal: Crystals on SFA microscopy; gout = needle, negatively birefringent; CPPD = rhomboid, weakly positive
- Septic: WBC > 50k, > 90% PMN, positive Gram stain/culture — always rule out in any acute hot joint
- Seropositive vs Seronegative (SpA): Symmetric/F > M/RF+ vs Asymmetric/M > F/HLA-B27+
- PMR: Age > 50, shoulder+hip girdle, no small joint synovitis, dramatic steroid response
- AOSD: Quotidian fever, salmon rash, markedly elevated ferritin, diagnosis of exclusion
The 6-week rule: The 2010 ACR/EULAR criteria require ≥ 6 weeks of symptoms — this critical threshold excludes most viral polyarthritis.
Always aspirate an acutely inflamed joint to exclude septic arthritis and crystal disease — even in a known RA patient.
Active Recall - Differential Diagnosis of RA
References
[3] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (RA differential diagnosis section, p.1677–1679; OA section p.1667) [8] Senior notes: MBBS Final MB (Pediatrics) (Felix PY Lai).pdf (SLE vs RA comparison table, p.712) [14] Senior notes: Block A - Syncope and irregular heartbeat_ Cardiac arrhythmia; Heart blocks, Bradycardia.pdf (p.30 — overlap syndrome / Rhupus) [15] Senior notes: Block A - Painful red joint_ monoarthropathy, gouty arthritis, septic arthritis, haemarthrosis.pdf (p.7) [16] Senior notes: Ryan Ho Rheumatology.pdf (Approach to Polyarthritis, p.30–31; DDx table); Ryan Ho Fundamentals.pdf (p.408–409) [17] Lecture slides: GC 074. Multiple joint pain.pdf (p.4 — Clinical features of different arthritis; p.18 — Features of RA) [18] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (Psoriatic arthritis DDx, p.1708–1710) [19] Senior notes: Block A - Fingers turn white and blue_ Scleroderma and MCTD, Raynaud's disease, other rheumatic diseases.pdf (p.1) [20] Senior notes: Ryan Ho Rheumatology.pdf (Crystal microscopy and synovial fluid, p.30) [21] Senior notes: Maksim Medicine Notes.pdf (Reactive arthritis, p.328; IBD-associated arthritis, p.328) [22] Senior notes: Adrian Lui Pediatrics Notes.pdf (Septic arthritis, p.453) [23] Senior notes: Block A - Rheumatology Interactive Tutorial.pdf (PMR/GCA case, p.2) [24] Lecture slides: GC 053. Fingers turn white and blue.pdf (p.65 — Systemic onset JIA)
Diagnostic Criteria, Diagnostic Algorithm, and Investigations for Rheumatoid Arthritis
A critical concept to understand upfront: there is no single "gold standard" diagnostic test for RA. Unlike, say, septic arthritis (where you culture the bug) or gout (where you see crystals), RA is diagnosed by pattern recognition — a combination of clinical features, serology, inflammatory markers, and imaging findings. Classification criteria exist to standardise this pattern recognition for clinical trials and epidemiological studies, but they are also the practical framework by which clinicians make the diagnosis.
There are two main sets of classification criteria you need to know:
- 1987 ACR (American College of Rheumatology) criteria — designed for established/classified RA
- 2010 ACR/EULAR criteria — designed for early RA (to catch the disease before irreversible damage)
The evolution from 1987 → 2010 reflects a paradigm shift: treat early, treat aggressively ("window of opportunity"). The old criteria required features like erosions and nodules that only appear in advanced disease — by then, irreversible damage has already occurred. The new criteria were designed to capture RA at its earliest stage when DMARDs can change the disease trajectory.
"Criteria of RA (1987 ARA) — At least 4/7 and criteria 1–4 must be present for > 6 weeks" [4][25].
"1987 ACR classification criteria: ≥ 4 out of 7 with clinical symptoms lasting ≥ 6 weeks" [20].
| # | Feature | Description |
|---|---|---|
| 1 | Morning stiffness | Morning stiffness in and around the joints, lasting at least 1 hour before maximal improvement [3][4] |
| 2 | Arthritis of ≥ 3 joint areas | ≥ 3 of 14 possible joint areas simultaneously have soft tissue swelling or fluid (not bony outgrowth alone). The 14 areas: R or L PIP, MCP, wrist, elbow, knee, ankle, MTP [3] |
| 3 | Arthritis of hand joints | At least 1 area swollen in a wrist, MCP, or PIP joint [3] |
| 4 | Symmetric arthritis | Simultaneous involvement of same joint areas on both sides of body [3] |
| 5 | Rheumatoid nodules | Subcutaneous nodules over bony prominences or extensor surfaces or in juxta-articular regions [3][4] |
| 6 | Serum rheumatoid factor | Abnormal amount of serum rheumatoid factor (IgM) [3][4] |
| 7 | Radiographic changes | Radiographic changes typical of RA on PA hand or wrist radiograph — must include erosions or unequivocal bony decalcification localised in or most marked adjacent to involved joints (OA changes alone do not qualify) [3] |
Mnemonic: "RAS = at least Six weeks of ≥ 4 out of 7" [20]:
- Rheumatoid nodules, Rheumatoid factor ≥ 95th percentile, Radiographic changes
- Arthritis of ≥ 3 joints, AM stiffness ≥ 1h
- Small hand joint arthritis, Symmetrical arthritis
Limitations of the 1987 criteria (why we needed the 2010 criteria):
- Criteria 5 (nodules) and 7 (erosions) are late features — present only in established disease
- By the time erosions are visible on plain X-ray, significant irreversible joint damage has already occurred
- Poor sensitivity for early RA — misses patients in the "window of opportunity" for treatment
- Does not include anti-CCP, which was discovered after 1987 and is more specific than RF
The 2010 ACR/EULAR classification criteria for rheumatoid arthritis [17][20].
This is the current standard and is designed to classify patients with early, undifferentiated inflammatory arthritis as having "definite RA" so that treatment can be initiated promptly.
Entry requirement (must be met before scoring):
- Patient must have at least 1 joint with definite clinical synovitis (swelling) that is not better explained by another disease (e.g., SLE, PsA, gout)
Then score the following 4 domains:
| Domain | Category | Points |
|---|---|---|
| A. Joint involvement | 1 large joint | 0 |
| 2–10 large joints | 1 | |
| 1–3 small joints (± large joints) | 2 | |
| 4–10 small joints (± large joints) | 3 | |
| > 10 joints with at least 1 small joint | 5 | |
| B. Serology | RF− AND ACPA− | 0 |
| Low-positive RF OR low-positive ACPA | 2 | |
| High-positive RF OR high-positive ACPA | 3 | |
| C. Acute phase reactants | Normal CRP AND normal ESR | 0 |
| Abnormal CRP OR abnormal ESR | 1 | |
| D. Duration of symptoms | < 6 weeks | 0 |
| ≥ 6 weeks | 1 |
Total score ≥ 6 out of 10 = classified as definite RA [1][3][17][20].
"2010 ACR/EULAR classification criteria: ≥ 6 out of 10 points classified as definite RA. Sensitivity 82%, Specificity 61%" [1].
High Yield — Understanding the 2010 Criteria Point System
Why small joints score more than large joints: RA has a predilection for small joints (MCP, PIP, MTP). Large joint involvement alone could be many things (OA, septic, reactive), but polyarticular small joint involvement is much more specific for RA.
Why high-positive serology scores 3 instead of 2: Higher titres of RF/anti-CCP have stronger predictive value for RA. A weakly positive RF in an elderly person may be a false positive; a strongly positive anti-CCP is very convincing.
Why ≥ 6 weeks is required: This criterion exists specifically to exclude viral polyarthritis, which typically resolves within 6 weeks.
Joint definitions:
- Large joints: shoulders, elbows, hips, knees, ankles
- Small joints: MCP, PIP, 2nd–5th MTP, thumb IP, wrists
- Excluded from scoring: DIP, 1st CMC, 1st MTP (because these are typical OA joints)
Important additional rule [1]:
"In case of erosiveness (chronic RA deformity), no other points needed" — if a patient already has typical RA erosions on X-ray, they can be classified as RA regardless of the point score. This recognises that some patients present late with established disease.
"Must exclude DDx (e.g., PsA, SSc)" [1] — the criteria only apply after other diagnoses have been reasonably excluded.
| Feature | 1987 ACR | 2010 ACR/EULAR |
|---|---|---|
| Purpose | Classify established RA | Classify early RA |
| Threshold | ≥ 4 of 7 features | ≥ 6 of 10 points |
| Duration requirement | Criteria 1–4 must be present > 6 weeks | ≥ 6 weeks scores 1 extra point |
| Anti-CCP included? | No (discovered after 1987) | Yes (key component) |
| Erosions required? | Required for criterion 7 | Not required (but sufficient alone) |
| Rheumatoid nodules? | Included as criterion 5 | Not included |
| Sensitivity | Lower for early RA | Higher for early RA (82%) |
| Specificity | Higher for established RA | Lower (61%) — trade-off for early detection |
Once RA is diagnosed, disease activity must be monitored to guide treatment decisions (treat-to-target strategy). The DAS28 (Disease Activity Score in 28 joints) is the most widely used composite score [17][20].
"Disease activities: Pain, Swelling, Stiffness (morning), Functional limitation" [17].
"DAS28 score for assessing disease activity, response to treatment, and need for biologics" [20].
Components of DAS28:
- Tender joint count (out of 28 joints)
- Swollen joint count (out of 28 joints)
- ESR or CRP (depending on DAS28-ESR vs DAS28-CRP)
- Patient global assessment (VAS 0–100)
| DAS28-ESR Score | Interpretation |
|---|---|
| < 2.6 | Remission |
| 2.6–3.2 | Low disease activity |
| 3.2–5.1 | Moderate disease activity |
| > 5.1 | High disease activity |
The 28 joints assessed: bilateral shoulders, elbows, wrists, MCPs (1–5), PIPs (1–5), knees. Note: feet/ankles are NOT included in DAS28 (a known limitation — MTP involvement can be missed).
Parameters for clinical assessment [3]:
- Degree of joint pain
- Duration of morning stiffness
- Number of tender and swollen joints
- Functional status (by Health Assessment Questionnaire, HAQ)
- Patient's and physician's global assessment
- ESR or CRP
- Radiographic progression
10.7 Investigations — Complete Workup
"Bloods: Baseline: CBC, LRFT, HBsAg, anti-HCV, G6PD" [1].
| Investigation | What to Look For | Why |
|---|---|---|
| CBC | Normocytic anaemia (ACD); microcytic anaemia (IDA from NSAIDs); thrombocytosis (reactive); leucopaenia (Felty's) | Anaemia is very common in RA. Thrombocytosis = active inflammation (IL-6 drives thrombopoiesis). Leucopaenia → think Felty's syndrome or drug toxicity. |
| LFT | Baseline before starting hepatotoxic drugs (MTX, leflunomide) | Methotrexate is hepatotoxic — need baseline and regular monitoring |
| RFT | Baseline renal function | NSAIDs are nephrotoxic; some DMARDs need dose adjustment in renal impairment |
| HBsAg, anti-HCV | Screen for hepatitis B and C | Before starting immunosuppression — risk of viral reactivation (especially HBV on rituximab, MTX, steroids). Extremely important in Hong Kong where HBV prevalence is ~7–8%. |
| G6PD | Screen for G6PD deficiency | Before starting sulfasalazine or dapsone — these drugs cause oxidative haemolysis in G6PD-deficient patients. Relevant in HK where G6PD deficiency prevalence is ~4–5% in males. |
High Yield — Pre-Treatment Screening
HBsAg, anti-HCV, and G6PD are mandatory baseline investigations before starting DMARDs [1]. This is commonly tested in SAQs. Missing HBsAg screening before starting immunosuppression could lead to fatal HBV reactivation.
"Acute phase reactants: CRP, ESR" [1][17].
| Marker | Interpretation in RA |
|---|---|
| CRP (C-reactive protein) | Direct marker of acute inflammation, produced by the liver in response to IL-6. Rises quickly (hours) and falls quickly with treatment. Better for monitoring disease activity. |
| ESR (erythrocyte sedimentation rate) | Indirect marker — elevated by fibrinogen, immunoglobulins. Rises slowly and falls slowly. Also elevated by anaemia, age, obesity (less specific than CRP). Used in DAS28-ESR. |
| Interpretation | Both are elevated in active RA. Abnormal CRP or ESR scores 1 point in the 2010 ACR/EULAR criteria. Normal inflammatory markers do NOT exclude RA (some patients have "seronegative, CRP-normal" RA). |
"Serology: RF (70%), Anti-CCP (50–75%)" [1].
| Test | Target | Sensitivity | Specificity | Clinical Significance |
|---|---|---|---|---|
| Rheumatoid Factor (RF) | IgM autoantibody against the Fc fragment of IgG | ~70–80% | ~80% | Present in ~70% of RA. False positives: normal population (~4%, up to 25% in elderly), other CTD (SLE, Sjögren's, cryoglobulinaemia), SBE, TB [1]. Not for monitoring — titre does not correlate with activity. |
| Anti-CCP (ACPA) | Anti-citrullinated protein antibodies | ~50–75% | ~96% | Similar sensitivity but much more specific (96%) [1]. Predicts erosive disease and more aggressive course. Can be positive years before symptoms. |
"Role of serology in RA: Diagnostic and prognostic value (seropositive = more aggressive joint disease, increased extra-articular manifestations, increased radiographic progression). NOT for disease monitoring (titre does not correlate with activity)" [1].
High Yield — Interpreting Serology
| RF | Anti-CCP | Interpretation |
|---|---|---|
| + | + | Very high probability of RA; predicts erosive disease |
| + | − | May be RA, but consider false positive RF (elderly, chronic infection, other CTD) |
| − | + | Strongly supports RA diagnosis (anti-CCP is very specific) |
| − | − | Seronegative RA (~20–30%) — still possible but consider DDx more carefully (PsA, SpA) |
| Test | Purpose |
|---|---|
| ANA | Screen for SLE, Sjögren's, other CTD. Low-titre ANA can be positive in ~30% of RA (non-specific). |
| Anti-dsDNA, C3/C4 | If SLE suspected |
| HLA-B27 | If spondyloarthritis suspected |
| Serum urate | If gout suspected (check 2 weeks after acute flare resolution) |
| Viral serology | HBV, HCV, parvovirus B19, EBV — if acute polyarthritis < 6 weeks |
"Also take RF and anti-CCP → just to show that it's negative, diagnosis by exclusion" [23] — this was stated in the Rheumatology Interactive Tutorial for PMR, emphasising that RF/anti-CCP are sent even when RA is NOT the suspected diagnosis, to definitively exclude it.
"Joint fluid analysis: MOST IMPORTANT TEST" (for monoarthritis) [16].
| Parameter | RA Finding | Significance |
|---|---|---|
| Appearance | Cloudy/translucent, yellow | Inflammatory exudate |
| Viscosity | Low | Hyaluronidase in inflammatory fluid degrades hyaluronic acid → loses viscosity (cf. normal/OA where viscosity is high) |
| WBC count | 2,000–50,000/mm³ | Inflammatory range |
| Neutrophils | 50–70% | Neutrophil-predominant (but less so than septic, where > 90%) |
| Crystals | Absent | Rules out gout/pseudogout |
| Gram stain/culture | Negative | Rules out septic arthritis |
When to aspirate: Any time there is diagnostic uncertainty, especially in acute monoarthritis or an acute flare in a single joint in a known RA patient (to exclude superimposed septic arthritis or crystal disease) [15].
RA pleural effusion has characteristic features: low glucose ( < 0.5× serum or ≤ 3.33 mmol/L), low pH ( < 7.30), high LDH ( > 1000 IU/L) [26].
F. Imaging
"Disease damages: X-rays, CT. Disease activities: Ultrasound assessment, MRI assessment" [17].
Radiological features in chronological order of development [20]:
| Stage | X-ray Finding | Pathophysiological Basis |
|---|---|---|
| 1 (Earliest) | Soft tissue swelling and widened joint space | Synovial inflammation → effusion → distension of joint capsule |
| 2 | Juxta-articular (periarticular) osteopaenia | Hyperaemia and disuse → increased osteoclast activity in bone adjacent to inflamed joint [20] |
| 3 | Joint space narrowing | Cartilage destruction by pannus — loss of articular cartilage = loss of joint space [20] |
| 4 | Periarticular (marginal) erosions | Pannus destruction of unprotected bone at insertion of joint capsule — the "bare area" where synovium meets bone without cartilage covering [20] |
| 5 (Late) | Subluxation, deformity, ankylosis | End-stage joint destruction with secondary OA changes |
Standard views: PA X-ray of both hands and wrists; PA X-ray of both feet. Lateral cervical spine in flexion (if C-spine disease suspected).
"Radiographic changes typical of RA on posteroanterior hand or wrist radiograph — must include erosions or unequivocal bony decalcification localised in or most marked adjacent to the involved joints (OA changes alone do not qualify)" [3][4].
Key X-ray Distinction: RA vs OA vs PsA
| Feature | RA | OA | PsA |
|---|---|---|---|
| Joint space | Uniform narrowing | Non-uniform narrowing | Variable |
| Erosions | Marginal, periarticular | Absent (subchondral cysts instead) | Marginal + "pencil-in-cup" |
| Osteophytes | Absent | Present (hallmark) | Absent/rare |
| Periarticular osteopaenia | Present | Absent (subchondral sclerosis instead) | May be present |
| New bone formation | Absent | Osteophytes | Periostitis, ankylosis |
| Distribution | MCP/PIP/wrist (symmetric) | DIP/PIP/1st CMC/knee (may be symmetric) | DIP/asymmetric |
"USG: for detection of synovitis (when unsure diagnosis), diagnosis of Baker's cyst" [20].
| Feature | Detail |
|---|---|
| Synovitis | Grey-scale shows thickened hypoechoic synovium; Power Doppler shows increased vascularity = active inflammation |
| Tenosynovitis | Fluid/thickening around tendons within tendon sheaths |
| Erosions | Can detect small erosions earlier than X-ray — cortical breaks visible on ultrasound before they become apparent on plain film |
| Effusion | Anechoic/hypoechoic fluid within joint |
| Subclinical disease | Can detect subclinical inflammation — allows more aggressive early treatment even when physical exam is equivocal |
| Baker's cyst | Posterior knee cyst (popliteal cyst) — common in RA, can rupture and mimic DVT |
| Guided aspiration | Real-time guidance for joint aspiration/injection |
Advantages over X-ray: No radiation, real-time, detects soft tissue changes (synovitis, tenosynovitis) not visible on X-ray, more sensitive for early erosions. Limitation: operator-dependent, cannot assess deep structures as well as MRI.
"MRI: for detection of synovitis and cervical spine compression in AA joint disease" [20].
| Feature | Detail |
|---|---|
| Synovitis | Post-gadolinium enhancement of thickened synovium (most sensitive imaging modality for synovitis) |
| Bone marrow oedema (BMO) | Pre-erosive change — predicts future erosion development. T2/STIR hyperintensity in subchondral bone. If you see BMO, erosions are likely coming. |
| Erosions | Earlier detection than X-ray — MRI can show cortical breaks before they are visible on plain film |
| Tenosynovitis | Fluid/enhancement within tendon sheaths |
| Atlantoaxial subluxation | Assessment of C1/C2 instability and spinal cord compression — mandatory before GA/intubation |
| Cervical myelopathy | Signal change in spinal cord (T2 hyperintensity) |
When is MRI indicated?
- Diagnostic uncertainty (early undifferentiated arthritis)
- Assessment of atlantoaxial disease before surgery
- Monitoring treatment response in clinical trials
- Suspicion of complications (cervical myelopathy, tendon rupture)
Less commonly used for joint assessment but valuable for:
- Cervical spine assessment (CT better than MRI for bony detail)
- High-resolution CT chest (HRCT): for RA-associated ILD — shows ground-glass opacity (NSIP), honeycombing (UIP), or other patterns
"Investigations (SAQ!)" [1] — this is explicitly marked as an SAQ-likely topic in the senior notes.
| Category | Investigations |
|---|---|
| Baseline bloods | CBC, LRFT, HBsAg, anti-HCV, G6PD [1] |
| Inflammatory markers | CRP, ESR |
| Serology | RF, anti-CCP |
| Additional serologies (if DDx) | ANA, anti-dsDNA, C3/C4, HLA-B27, serum urate, viral serology |
| Urinalysis | Proteinuria (amyloidosis, drug toxicity) |
| Imaging | XR hands/feet (PA), ± MSUS, ± MRI |
| Synovial fluid analysis (if indicated) | Cell count, crystals, Gram stain, C/ST, AFB smear/culture |
| Additional (for complications) | HRCT chest (ILD), CXR (nodules, effusion), echocardiography, lateral C-spine in flexion |
| Pre-biologic screening | Latent TB (IGRA/TST), HBsAg/anti-HBs/anti-HBc, anti-HCV, CXR |
Interactive Tutorial Case (Haem Case 1) [10][27]: A 58-year-old woman with RA. Hb 7.5 g/dL, MCV 70 fL, MCH 25 pg, WCC 3.5 × 10⁹/L, Plt 410 × 10⁹/L. CRP 8 mg/dL, ESR 70 mm/hr. Serum iron 3, TIBC 75, Transferrin Sat 4%.
Step-by-step interpretation:
- Hb 7.5, MCV 70 → microcytic anaemia
- Serum iron 3 (low), TIBC 75 (high), Transferrin sat 4% (low) → pattern of iron deficiency anaemia (IDA)
- Why? In IDA, the body is iron-depleted → liver produces more transferrin (iron-carrier) to scavenge whatever iron is available → TIBC rises. Transferrin saturation falls because there's very little iron loading the transferrin.
- CRP 8, ESR 70 → active systemic inflammation
- Platelet 410 (high) → reactive thrombocytosis (IL-6 driven)
- WCC 3.5 (low) → could be drug-related (MTX myelosuppression) or Felty syndrome
Most likely diagnosis: IDA from NSAID-related GI bleeding in the context of active RA. The drug history is critical — non-selective NSAIDs can cause GI bleeding [10].
Why not just ACD? In ACD, TIBC would be low/normal (not high) and ferritin would be normal/elevated (not low). The high TIBC here clinches IDA. However, a component of ACD likely coexists given the elevated inflammatory markers.
High Yield Summary — Diagnosis of RA
Two sets of criteria:
- 1987 ACR: ≥ 4 of 7 features, criteria 1–4 present > 6 weeks. Includes nodules and erosions (late features). Mnemonic: RAS.
- 2010 ACR/EULAR: ≥ 6 of 10 points. Domains: Joint involvement (0–5), Serology (0–3), Acute phase reactants (0–1), Duration (0–1). Designed for early RA. Entry: ≥ 1 joint with clinical synovitis not explained by another disease. Typical erosions = automatic classification.
Key investigations:
- Baseline: CBC, LRFT, HBsAg, anti-HCV, G6PD (SAQ favourite)
- Inflammatory markers: CRP, ESR (for scoring and monitoring)
- Serology: RF + anti-CCP (diagnostic and prognostic, NOT for monitoring)
- Imaging: X-ray hands/feet (soft tissue swelling → periarticular osteopaenia → joint space narrowing → marginal erosions → subluxation/deformity)
- MSUS: detects subclinical synovitis and early erosions; Power Doppler = active inflammation
- MRI: bone marrow oedema (pre-erosive), C-spine assessment
- Synovial fluid: inflammatory exudate, no crystals, no organisms
Disease activity: DAS28 (tender + swollen joints, ESR/CRP, patient global assessment). Remission < 2.6.
Active Recall - Diagnostic Criteria, Algorithm and Investigations for RA
References
[1] Senior notes: Maksim Medicine Notes.pdf (Section 13.4 Rheumatoid arthritis, p.312) [3] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (RA diagnosis section, p.1678–1680; septic arthritis SFA table p.1689) [4] Lecture slides: Upper Limb Painful Conditions_Dr. Margaret Woon Man FOK_3. Inflammatory conditions.pdf (p.6 — 1987 ARA criteria) [10] Senior notes: Block A - Hematology Interactive Tutorial.pdf (RA anaemia case, p.2) [15] Senior notes: Block A - Painful red joint_ monoarthropathy, gouty arthritis, septic arthritis, haemarthrosis.pdf (p.7) [16] Senior notes: Ryan Ho Fundamentals.pdf (p.407–410 — approach to monoarthritis and polyarthritis, investigations, synovial fluid) [17] Lecture slides: GC 074. Multiple joint pain.pdf (p.4 — clinical features; p.18 — features of RA; p.21 — 2010 ACR/EULAR criteria) [20] Senior notes: Ryan Ho Rheumatology.pdf (p.51 — 1987 ACR criteria, 2010 ACR/EULAR criteria, radiological features, DAS28) [23] Senior notes: Block A - Rheumatology Interactive Tutorial.pdf (p.2 — sending RF/anti-CCP to exclude RA) [25] Lecture slides: Upper Limb Painful Conditions_Dr. Margaret Woon Man FOK_3. Inflammatory conditions.pdf (p.6) [26] Senior notes: Ryan Ho Respiratory.pdf (p.25 — pleural effusion in RA: low glucose, low pH, high LDH) [27] Lecture slides: GC_Interactive tutorial (Haem case 1) student copy.pdf (p.2)
Management of Rheumatoid Arthritis
The management of RA has been revolutionised over the past two decades. The old paradigm of "wait and see" has been replaced by the "treat early, treat aggressively, treat-to-target" strategy. Understanding the principles is essential before memorising individual drugs.
Treatment principles [1][28][20]:
- Early initiation of DMARDs — the earlier you start, the better the long-term outcome [28]
- Treat-to-target: aim for low disease activity or clinical remission [1][20][28]
- Aim to prevent joint damage and preserve daily function [28]
- Best outcome if controlled within 2 years of onset [1][20]
"Early aggressive treatment (initiate within window of opportunity: ≤ 3–6 months of symptom onset)" [1]. "Maintain lowest possible disease activity (DAS28 < 2.6) — follow-up every 3 months" [1].
Why the "window of opportunity"? [20]:
- > 70% of RA patients with active polyarticular disease and RF+ develop joint damage or erosions within 2 years of onset
- 90% of joint erosions occur within the first 2 years, and sensitive modalities like MRI can detect erosions as early as 4 months
- Rate of bone mineral density loss is highest in early RA
- Once erosions and deformity develop, they are irreversible — no drug can rebuild destroyed cartilage or eroded bone
"Switch therapy if < 50% activity improvement at 3 months, or target not reached at 6 months" [1].
"Management: multidisciplinary approach (PT, OT, podiatrist, dietitian)" [1][20].
| Modality | Detail | Rationale |
|---|---|---|
| Patient education and counselling | Disease nature, drug compliance, pregnancy planning, fertility issues, expectations | Poor compliance is a major risk factor for poor prognosis [20]. Patients must understand that DMARDs take weeks to work and that stopping them leads to flare. |
| Exercise and physiotherapy | ROM exercises, strengthening, aerobic conditioning | Maintain joint mobility, prevent contractures, reduce muscle wasting. Must be gentle during flares. |
| Occupational therapy | Joint protection techniques, splinting, assistive devices, workplace modifications | Reduce stress on inflamed joints. Resting splints can reduce pain and prevent deformity. |
| Podiatry | Orthotics, cushioned footwear | Offload pressure from MTP joints (cock-up toes, metatarsal head callosities) |
| Smoking cessation | Strongest modifiable risk factor | Smoking worsens disease activity, accelerates erosions, reduces DMARD efficacy [20] |
| Cardiovascular risk optimisation | Lipid management, BP control, diabetes screening | RA is an independent CV risk factor (1.5–2× increased CV mortality from accelerated atherosclerosis) |
| Immunisation | Influenza (annual), pneumococcal, COVID-19, shingles vaccine (recombinant) | Immunosuppression from DMARDs/biologics increases infection risk. Live vaccines contraindicated on immunosuppression (e.g., live shingles, BCG, oral polio). |
| Occupation modification | Ergonomic adjustments | Reduce repetitive joint stress |
Overview of Drug Categories
| Category | Examples | Key Feature |
|---|---|---|
| Symptomatic relief | Analgesics, NSAIDs | Pain control only — do NOT modify disease course |
| Glucocorticoids | Prednisolone, methylprednisolone | Rapid anti-inflammatory — bridging while DMARDs take effect |
| Conventional synthetic DMARDs (csDMARDs) | Methotrexate (anchor), hydroxychloroquine, sulfasalazine, leflunomide | Modify disease course — slow or halt progression |
| Biological DMARDs (bDMARDs) | Anti-TNF, anti-IL-6, anti-CTLA4, anti-CD20 | Target specific cytokines/cells — for refractory disease |
| Targeted synthetic DMARDs (tsDMARDs) | JAK inhibitors (tofacitinib, baricitinib, upadacitinib) | Small molecule inhibitors — oral alternative to biologics |
"Symptomatic relief: analgesics / NSAIDs" [1].
| Drug | Mechanism | Role in RA | Cautions |
|---|---|---|---|
| Paracetamol | Central COX inhibition + serotonergic pathways (exact MOA debated) | Simple analgesia, first-line for pain | Hepatotoxicity in overdose; limited efficacy in inflammatory pain |
| NSAIDs (non-selective) e.g., naproxen, ibuprofen, diclofenac | Inhibit COX-1 and COX-2 → reduce prostaglandin synthesis → anti-inflammatory + analgesic + antipyretic | Initial treatment to curb joint inflammation while awaiting action of DMARDs [20] | GI bleeding (COX-1 inhibition reduces gastric PG → mucosal damage), renal vasoconstriction, CV risk |
| COX-2 selective inhibitors e.g., celecoxib, etoricoxib | Selectively inhibit COX-2 (the inducible isoform at sites of inflammation) → preserve COX-1 (constitutive gastroprotective PG) | Preferred if GI risk factors; similar efficacy to non-selective NSAIDs | Still have CV risk (COX-2 in vascular endothelium produces prostacyclin → selective inhibition tips balance towards thromboxane → prothrombotic) |
STOPP Criteria — Inappropriate Prescribing
The STOPP/START criteria (Screening Tool of Older Persons' Prescriptions) explicitly flag [29]:
- "NSAID with concurrent corticosteroids for treatment of arthritis/rheumatism of any kind — increased risk of peptic ulcer disease"
- "Long-term corticosteroids (> 3 months) as monotherapy for RA — risk of systemic corticosteroid side effects"
These are prescribing pitfalls to avoid — never use long-term steroids alone as the sole therapy for RA, and never combine NSAIDs with systemic steroids without gastroprotection.
Minimising NSAID GI risk [30]:
- Review indications — is the NSAID truly necessary?
- Switch to COX-2 selective inhibitor if GI risk
- Co-prescribe PPI (first-line gastroprotection)
- Check and eradicate H. pylori if present
- Avoid combining NSAID + corticosteroid
"Low-dose + short-term (< 3–6 months) steroids: bridging when switching DMARDs" [1].
"Consider short course of corticosteroids during the initial phase of treatment while waiting for methotrexate to take effect" [28].
| Aspect | Detail |
|---|---|
| Rationale | DMARDs (especially MTX) take ~6–12 weeks to reach full effect. Steroids provide rapid symptom relief during this "lag" period. |
| Dosing | Low-dose oral prednisolone (≤ 7.5–10 mg/day); taper rapidly once DMARD effect sets in |
| Flare management | Short courses ( < 1 month) very effective; IM injection can be used for systemic flares [20] |
| Intra-articular steroids | Useful for mono/oligoarticular flares — e.g., triamcinolone injection into a single inflamed knee [20] |
| Long-term use | Should be avoided [20]. S/E at > 10 mg/d: osteoporosis, DM, Cushingoid features, infections, cataracts, adrenal suppression, growth restriction (children) |
| IA steroid risks | Tendon rupture, osteonecrosis, acute synovitis (crystal flare from suspension), septic arthritis, systemic effects [20] |
"Long-term corticosteroids (> 3 months) as monotherapy for RA — risk of systemic corticosteroid side-effects" — this is explicitly listed as a STOPP criterion in elderly prescribing [29].
The Concept
DMARDs are the cornerstone of RA management. Unlike analgesics and NSAIDs (which only treat symptoms), DMARDs are proven to alter the disease course — they slow or halt the underlying inflammatory process, prevent joint damage, and preserve function [1][20].
The word itself tells you the concept:
- Disease — targets the disease process itself
- Modifying — changes the natural history (not just symptomatic relief)
- Anti-Rheumatic — specifically for rheumatic diseases
- Drugs — pharmacological agents
"Effect: slow onset of action, suppresses underlying rheumatoid process but does not reverse" [20]. Key point — DMARDs cannot reverse existing damage. They prevent new damage. This is why early initiation is critical.
"All take time to act (~6 weeks)!" [1] — hence the need for steroid bridging.
11.8 Conventional Synthetic DMARDs (csDMARDs) — Individual Agents
"Methotrexate: anchor drug for rheumatoid arthritis" [28].
| Aspect | Detail |
|---|---|
| Full name | Methotrexate — "metho" (methyl), "trex" (related to pteridine/folic acid), "-ate" = folate antagonist |
| Mechanism | Inhibits dihydrofolate reductase (DHFR) → blocks purine and pyrimidine synthesis → inhibits rapidly dividing immune cells (T and B cells). At the low doses used in RA, the primary mechanism is actually adenosine-mediated anti-inflammatory effect — MTX increases extracellular adenosine, which suppresses inflammation via A2A receptors. |
| Dosing | Common dose 7.5–15 mg/week [28] (can go up to 25 mg/week). Given once weekly — NOT daily (daily dosing is a potentially fatal error causing pancytopaenia). Oral, SC, or IM. |
| Onset of action | ~4–8 weeks |
| Efficacy | ~70% effective; most patients achieve significant improvement [22] |
| Folic acid supplementation | 5 mg folic acid on the day AFTER MTX (or on non-MTX days) to reduce S/E (stomatitis, nausea, myelosuppression) without reducing efficacy |
| Contraindications | Pregnancy (Category X — teratogenic), chronic kidney disease [28], significant liver disease, active infection, pre-existing bone marrow suppression, significant ILD |
| Side effects | Nausea, stomatitis (mouth ulcers), hepatotoxicity (fibrosis/cirrhosis with chronic use), myelosuppression (pancytopaenia), methotrexate pneumonitis (hypersensitivity lung reaction — acute onset dyspnoea + fever + dry cough), infections, teratogenicity |
| Monitoring | CBC, LFT, RFT — at baseline, then every 2–4 weeks for 3 months, then every 3 months |
| Drug interactions | Trimethoprim (also a DHFR inhibitor → additive myelosuppression — potentially fatal combination), NSAIDs (reduce renal clearance of MTX → toxicity) |
High Yield — Methotrexate Safety
Three critical safety points about MTX:
- Weekly dosing only — daily dosing causes fatal pancytopaenia
- Always co-prescribe folic acid — reduces toxicity
- Absolutely contraindicated in pregnancy — teratogenic (neural tube defects, limb defects). Women must use reliable contraception. Discontinue MTX at least 3 months before planned conception (some guidelines say 1–3 months for women, 3 months for men).
Pre-treatment screening: CBC, LFT, RFT, HBsAg, anti-HCV, G6PD, CXR [1].
"Methotrexate lung → hypersensitivity reaction from the csDMARD" [10] — this is an important cause of acute dyspnoea in an RA patient on MTX. It presents like acute pneumonitis (fever, dry cough, dyspnoea, bilateral infiltrates on CXR) and requires immediate MTX cessation and steroid treatment.
| Aspect | Detail |
|---|---|
| Name | Hydroxy-chloro-quine — a hydroxylated derivative of chloroquine (the antimalarial) |
| Mechanism | Inhibits antigen processing/presentation in lysosomes (raises lysosomal pH → impairs MHC class II peptide loading), inhibits Toll-like receptors (TLR7/9), modulates cytokine production. NOT immunosuppressive [3] — hence safer than other DMARDs. |
| Indication | Mild RA (often in combination with MTX); also used in SLE (all patients unless C/I) |
| Side effects | GI disturbance (most common S/E requiring discontinuation [3]), skin hyperpigmentation, myopathy, neuropathy, corneal deposits (reversible), retinopathy (Bull's eye maculopathy — irreversible) [3][20] |
| Monitoring | Baseline ophthalmological examination required; annual screening after 5 years of use [3][20] |
| Advantages | Safe in pregnancy (one of few DMARDs safe in pregnancy), no myelosuppression, no hepatotoxicity |
| Aspect | Detail |
|---|---|
| Name | Sulfa-sala-zine → compound of sulfapyridine + 5-aminosalicylic acid (5-ASA) |
| Mechanism | Not fully understood; the sulfapyridine moiety is thought to be the active component in RA. Suppresses T-cell proliferation, reduces immunoglobulin production, inhibits folate-dependent enzymes. |
| Indication | RA (as part of combination csDMARD regimen); also used in IBD [30] |
| Side effects | Skin rash, haemolysis, neutropaenia, male infertility (oligospermia — reversible on discontinuation), pancreatitis [30], GI upset, hepatotoxicity |
| Critical screening | G6PD test before starting — sulfapyridine causes oxidative haemolysis in G6PD-deficient patients [1] |
| Monitoring | CBC, LFT every 2–4 weeks initially, then every 3 months |
| Aspect | Detail |
|---|---|
| Name | Le-FLU-nomide — mnemonic: "flu" → interferes with pyrimidine synthesis |
| Mechanism | Inhibits dihydroorotate dehydrogenase (DHODH) → blocks de novo pyrimidine synthesis → inhibits rapidly proliferating lymphocytes (which are uniquely dependent on de novo pyrimidine synthesis, unlike most cells which can use the salvage pathway) |
| Indication | Alternative to MTX or used in combination (MTX + LEF) |
| Side effects | Hepatotoxicity (can be severe — monitor LFT closely), diarrhoea, hypertension, peripheral neuropathy, myelosuppression, teratogenicity |
| Special feature | Very long half-life (~14–18 days) due to enterohepatic recirculation. Requires cholestyramine washout for rapid elimination (e.g., before pregnancy or in toxicity) |
| Contraindications | Pregnancy (Category X), significant liver disease, immunodeficiency |
| Agent | Notes |
|---|---|
| Azathioprine | Purine analogue → inhibits DNA synthesis; used more commonly in SLE than RA. Check TPMT (thiopurine methyltransferase) before starting — deficiency causes severe myelosuppression. |
| Cyclosporin A | Calcineurin inhibitor → blocks T-cell activation (inhibits IL-2 production). S/E: nephrotoxicity, hypertension, gingival hyperplasia, hirsutism. |
| IM Gold | Rarely used today. Historically effective but replaced by MTX/biologics. S/E: membranous nephropathy, myelosuppression, dermatitis. |
"Conventional synthetic DMARDs (csDMARDs) combinations" [28]:
| Strategy | Description |
|---|---|
| Step 1: MTX monotherapy | Start MTX as anchor drug, titrate to optimal dose |
| If persistent activity despite MTX monotherapy | Add second csDMARD [28] |
| Common combinations | Methotrexate + Leflunomide [28] |
| Methotrexate + Sulfasalazine + Hydroxychloroquine ("triple therapy") [28] |
The concept of combination csDMARDs is analogous to treating TB with multiple drugs — you hit the disease from multiple angles to achieve better control.
11.10 Biological DMARDs (bDMARDs) — For Refractory Disease
"Biological DMARDs — Indications: Persistent activity despite methotrexate monotherapy with poor prognostic factors for joint damage; persistent activity despite combination csDMARDs" [28].
"Anti-TNF / Anti-IL6 / Anti-CTLA4 / Anti-CD20" [28].
"There are three TNF inhibitors approved for use in RA. Infliximab and adalimumab are anti-TNF-α antibodies whereas etanercept is a recombinant soluble p75 TNF receptor:Fc fusion protein." [5]
| Agent | Type | Route | Frequency | Mechanism |
|---|---|---|---|---|
| Infliximab | Chimeric anti-TNF monoclonal antibody | IV | Every 6–8 weeks | Binds and neutralises soluble and membrane-bound TNF-α |
| Adalimumab | Fully human anti-TNF monoclonal antibody | SC | Every 2 weeks | Same as above |
| Etanercept | Recombinant soluble p75 TNF receptor:Fc fusion protein | SC | Weekly | Acts as a "decoy receptor" — mops up circulating TNF-α before it can bind cell-surface receptors |
| Certolizumab pegol | PEGylated Fab' fragment of anti-TNF | SC | Every 2 weeks | Binds TNF-α; lacks Fc portion so does not cross placenta — safest anti-TNF in pregnancy |
| Golimumab | Fully human anti-TNF monoclonal antibody | SC or IV | Monthly | Same as infliximab/adalimumab |
Common side effects of anti-TNF agents:
- Increased infection risk (especially TB reactivation, opportunistic infections)
- Injection site reactions (SC) or infusion reactions (IV)
- Rare: demyelinating disease, heart failure exacerbation, lupus-like syndrome, lymphoma (controversial — RA itself increases lymphoma risk)
Anti-TNF and TB — The Classic Scenario
"Anti-TNF-alpha is the classical example that can increase risk of developing TB, given the importance of TNF-α in confining TB to the tuberculoma" [6].
Pre-biologic screening is mandatory:
- IGRA (QuantiFERON or T-SPOT) or tuberculin skin test
- CXR
- If latent TB detected → isoniazid chemoprophylaxis for 3 months before starting anti-TNF [6]
The paradoxical reaction scenario [6]: Patient on anti-TNF → develops TB → stops anti-TNF + starts anti-TB → TNF-α returns → exaggerated immune response to TB → paradoxical worsening (enlarging lymph nodes, worsening radiology) → eventually resolves.
Contraindications to anti-TNF [20]:
- Active infection (including active TB)
- Latent TB (unless chemoprophylaxis given)
- Demyelinating disease (multiple sclerosis)
- Heart failure (NYHA III–IV)
- Malignancy (current or recent)
| Aspect | Detail |
|---|---|
| Name | Tocilizumab — "-cizumab" = humanised monoclonal antibody |
| Mechanism | Blocks IL-6 receptor → inhibits IL-6 signalling → reduces acute-phase response, B-cell differentiation, Th17 differentiation |
| Route | IV (every 4 weeks) or SC (weekly) |
| Key advantage | Can be used as monotherapy (without MTX) — unlike most other biologics which work best combined with MTX |
| Key side effect | Suppresses CRP/ESR (because IL-6 drives CRP production) → cannot rely on CRP/ESR to monitor disease activity or detect infections while on tocilizumab. Also: hyperlipidaemia, transaminitis, neutropaenia, GI perforation (rare). |
| Aspect | Detail |
|---|---|
| Name | Abatacept — "ab" = antibody-like; CTLA4-Ig fusion protein |
| Mechanism | CTLA4-Ig fusion protein → binds CD80/CD86 on APCs → blocks the "second signal" (co-stimulation) needed for T-cell activation. Without co-stimulation, T cells become anergic (functionally inactive). |
| Route | IV (every 4 weeks) or SC (weekly) |
| Key advantage | May be preferred in patients with latent TB (lower TB reactivation risk than anti-TNF), ILD |
| Side effects | Infections, infusion reactions |
| Aspect | Detail |
|---|---|
| Name | Rituximab — "-ximab" = chimeric monoclonal antibody |
| Mechanism | Binds CD20 on B cells → depletes B cells via antibody-dependent cellular cytotoxicity (ADCC), complement-dependent cytotoxicity (CDC), and direct apoptosis. Reduces RF/anti-CCP producing B cells and B cell antigen presentation. |
| Route | IV — two infusions of 1g, 2 weeks apart; repeat every 6 months |
| Key indication | Usually reserved for RF+/anti-CCP+ RA that has failed anti-TNF |
| Key side effects | Infusion reactions (pre-medicate with steroids + antihistamines), hypogammaglobulinaemia (long-term B-cell depletion), HBV reactivation (screen HBsAg/anti-HBc before use), progressive multifocal leukoencephalopathy (PML — very rare) |
"Target synthetic DMARDs: JAK inhibitors" [28].
| Agent | Target | Route |
|---|---|---|
| Tofacitinib | JAK1/JAK3 | Oral, BD |
| Baricitinib | JAK1/JAK2 | Oral, OD |
| Upadacitinib | JAK1 (selective) | Oral, OD |
Mechanism: JAK (Janus kinase) enzymes are intracellular tyrosine kinases that sit downstream of cytokine receptors. When a cytokine (IL-6, IL-12, IL-23, IFN-γ, etc.) binds its receptor, it activates JAK → JAK phosphorylates STAT transcription factors → STAT translocates to nucleus → gene transcription. By inhibiting JAK, you block multiple cytokine signalling pathways simultaneously — a "broad-spectrum" intracellular approach.
Advantages: Oral (convenient), rapid onset, effective as monotherapy
"FDA warning: Cancer and cardiovascular risk" [28] — post-marketing data (ORAL Surveillance trial) showed increased risk of major adverse cardiovascular events (MACE) and malignancy (especially lung cancer and lymphoma) with tofacitinib compared to anti-TNF in patients ≥ 50 years with ≥ 1 CV risk factor. Current guidelines recommend JAK inhibitors only after failure of a bDMARD in patients with these risk factors, or in patients without these risk factors where bDMARDs are inappropriate.
Other side effects: Herpes zoster reactivation (consider recombinant shingles vaccine), venous thromboembolism, hyperlipidaemia, transaminitis, myelosuppression.
"Poor prognostic factors predicting joint damage" [28][20]:
| Factor | Category |
|---|---|
| High disease activity at onset (high DAS28 score) | Clinical |
| High baseline joint damage (erosive disease) | Clinical |
| Presence of rheumatoid nodules | Clinical |
| Extra-articular manifestations | Clinical |
| Persistently high CRP level | Serological |
| High rheumatoid factor or anti-CCP titre | Serological |
| Positive family history of RA | Family history |
"3 clinical factors, 2 serological factors, 1 family history" [20] — a useful framework for remembering the poor prognostic indicators. Patients with these factors should have early aggressive use of DMARDs and lower threshold for escalation to biologics [20].
| Step | Treatment | Indication |
|---|---|---|
| 1 | MTX monotherapy (7.5–15 mg/week, uptitrate) ± low-dose steroid bridge | All newly diagnosed RA |
| 2 | MTX + 2nd csDMARD (LEF, or SSZ + HCQ) | Persistent activity despite optimised MTX monotherapy |
| 3a | bDMARD (anti-TNF, anti-IL-6R, CTLA4-Ig, anti-CD20) ± MTX | Persistent activity despite combination csDMARDs OR persistent activity despite MTX monotherapy with poor prognostic factors [28] |
| 3b | tsDMARD (JAK inhibitor) ± MTX | Alternative to bDMARD, especially if parenteral route not tolerated. Caution in elderly with CV risk factors [28]. |
| 4 | Switch to different mechanism bDMARD or tsDMARD | Failure of first bDMARD/tsDMARD |
11.14 Role of Surgery
"Role of surgery in management of RA" [20]:
| Aspect | Detail |
|---|---|
| Aim | Achieve a joint that is (1) pain-free, (2) stable, (3) mobile [20] |
- Septic arthritis
- C1/2 instability with neurological deficit
- Tendon rupture or pending rupture
- Infected rheumatoid nodule
- Compressive neuropathy (e.g., carpal tunnel syndrome)
| Procedure | Description | Indication |
|---|---|---|
| Synovectomy | Removal of inflamed synovium | Early disease, to prevent tendon rupture. Rarely done nowadays with multiple DMARDs available [20]. |
| Arthrodesis (fusion) | Artificial induction of joint ossification | C1/2 subluxation, ankle joint — gives pain-free, stable but NOT mobile joint [20] |
| Re-alignment osteotomy | Removal of bone parts to restore alignment | Young patients with OA knee + genu varum → delays arthroplasty |
| Joint replacement (arthroplasty) | Prosthetic joint | Most reliable method for a pain-free, stable AND mobile joint [20]. Used for OA knee, RA knee, AVN hip. Limited lifespan ( > 15 years typically) due to aseptic loosening. |
- Urgent indications first (C-spine instability)
- Patient's concern as utmost importance (operate on most painful joint first)
- "Winner operation" concept: start with easier procedures with higher success rate → gain patient confidence (e.g., carpal tunnel decompression, tenosynovectomy, wrist fusion, forefoot reconstruction)
- General principles:
- LL before UL (affects mobility)
- Forefoot/ankle → knee → hip (affects stability for rehab)
- Shoulder → elbow → hand
| Comorbidity / Concern | Management |
|---|---|
| Osteoporosis | Screen with DEXA. Calcium + vitamin D supplementation. Bisphosphonates if indicated. Steroid use accelerates bone loss. |
| Cardiovascular risk | RA is independent CV risk factor. Aggressive lipid management, BP control, smoking cessation. |
| Infection risk | Immunisation (avoid live vaccines on immunosuppression). Pneumococcal, influenza, COVID-19, recombinant shingles vaccine. Screen for latent TB before biologics. |
| HBV monitoring | If HBsAg+, monitor HBV DNA regularly. Consider antiviral prophylaxis before immunosuppression. |
| Drug toxicity monitoring | CBC + LFT + RFT every 2–4 weeks initially for MTX, then every 3 months. Ophthalmology review for HCQ. |
| Pregnancy planning | Stop MTX/LEF ≥ 3 months before conception. HCQ and SSZ generally safe. Certolizumab safest anti-TNF (no Fc → does not cross placenta). |
| Drug | Class | MOA | Key S/E | Key C/I | Monitoring |
|---|---|---|---|---|---|
| Methotrexate | csDMARD | DHFR inhibition / adenosine | Hepatotoxicity, myelosuppression, MTX pneumonitis, teratogenicity | Pregnancy, CKD, liver disease | CBC/LFT/RFT Q2–4w → Q3m |
| HCQ | csDMARD | ↑ lysosomal pH, TLR inhibition | Bull's eye maculopathy, GI | Retinal disease | Ophthalmology baseline + Q1y after 5y |
| SSZ | csDMARD | Folate-dependent enzyme inhibition | Haemolysis, neutropaenia, male infertility | G6PD deficiency, sulfa allergy | CBC/LFT, G6PD before starting |
| LEF | csDMARD | DHODH inhibition | Hepatotoxicity, hypertension, diarrhoea | Pregnancy, liver disease | LFT closely |
| Infliximab | bDMARD (anti-TNF) | Chimeric anti-TNF mAb | Infections (TB!), infusion reactions | Active/latent TB (without prophylaxis), HF, MS | Latent TB screen, HBsAg |
| Adalimumab | bDMARD (anti-TNF) | Human anti-TNF mAb | As above | As above | As above |
| Etanercept | bDMARD (anti-TNF) | Soluble TNF receptor decoy | As above | As above | As above |
| Tocilizumab | bDMARD (anti-IL-6R) | Blocks IL-6 receptor | Suppresses CRP, hyperlipidaemia, GI perforation | Diverticulitis, active infection | Cannot rely on CRP for monitoring |
| Abatacept | bDMARD (anti-CTLA4) | Blocks T-cell co-stimulation | Infections | Active infection | — |
| Rituximab | bDMARD (anti-CD20) | Depletes B cells | Infusion reactions, hypogammaglobulinaemia, HBV reactivation | Active HBV, active infection | Ig levels, HBV monitoring |
| Tofacitinib | tsDMARD (JAK inh) | JAK1/3 inhibition | Herpes zoster, VTE, MACE, malignancy | Significant CV risk (relative) | CBC, LFT, lipids |
High Yield Summary — Management of RA
Principles: Treat early (window of opportunity ≤ 3–6 months), treat to target (DAS28 < 2.6 = remission), switch at 3 months if < 50% improvement, switch at 6 months if target not reached.
Non-pharmacological: MDT (PT/OT/podiatry), patient education, smoking cessation, CV risk optimisation, immunisation.
Step-up algorithm:
- MTX monotherapy (anchor drug, 7.5–15 mg/week) + steroid bridge
- Combination csDMARDs (MTX + LEF, or MTX + SSZ + HCQ)
- bDMARD (anti-TNF / anti-IL-6R / CTLA4-Ig / anti-CD20) or tsDMARD (JAK inhibitor) — for refractory disease or those with poor prognostic factors
Key pre-treatment screening: HBsAg, anti-HCV, G6PD, CXR, CBC, LFT, RFT, latent TB (IGRA) before biologics
Steroids: Bridge only (< 3–6 months), NOT monotherapy. Long-term steroids = STOPP criterion.
Surgery: Emergency indications (septic arthritis, C1/2 instability, tendon rupture). Elective: synovectomy, arthrodesis, joint replacement. Arthroplasty = most reliable for pain-free, stable, mobile joint.
Poor prognostic factors: High DAS28, erosive disease, nodules, EAMs, high CRP, high RF/anti-CCP, family history.
Active Recall - Management of Rheumatoid Arthritis
References
[1] Senior notes: Maksim Medicine Notes.pdf (Section 13.4 Rheumatoid arthritis — Management, Investigations, p.312–313) [3] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (HCQ section p.1732; RA management) [5] Senior notes: Block A - Treatments for skin diseases (eczema, psoriasis and urticaria).pdf (p.34 — TNF inhibitors in RA) [6] Senior notes: Gen Clerk Anaes + Microbiology Summary.pdf (p.37 — Anti-TNF and TB) [10] Senior notes: Block A - Hematology Interactive Tutorial.pdf (p.2 — MTX lung, NSAID GI bleeding) [20] Senior notes: Ryan Ho Rheumatology.pdf (p.52–56 — Treatment principles, DMARDs, biologics, surgery) [22] Senior notes: Adrian Lui Pediatrics Notes.pdf (p.456 — JIA management, MTX efficacy) [28] Lecture slides: Handbook of Internal Medicine 2024.pdf (p.433 — Treatment section) [29] Lecture slides: GC 079 (supp-2)STOPP-START-V3.pdf (p.8, p.11 — STOPP/START criteria) [30] Senior notes: Block A - Upper abdominal pain_ peptic ulcer; pancreatitis and gallstone.pdf (p.25 — NSAID gastroprotection); Block A - Chronic diarrhoea_ irritable bowel syndrome and inflammatory bowel disease.pdf (p.44 — Sulfasalazine)
Complications of Rheumatoid Arthritis
Complications of RA arise from three distinct sources: (1) the disease process itself (joint destruction + extra-articular inflammation), (2) treatment-related adverse effects (DMARDs, steroids, NSAIDs), and (3) comorbidities accelerated by chronic systemic inflammation. Understanding which bucket a complication falls into is essential for clinical reasoning — and for exam answers.
12.1 Disease-Related Complications
These are the direct consequences of unchecked synovitis → pannus → structural destruction.
"Proliferative synovium (Pannus) erodes into surrounding structures, including articular cartilage, bone, ligament, and tendon" [4].
| Complication | Pathophysiology | Clinical Significance |
|---|---|---|
| Joint deformities [3] | Progressive pannus erosion of cartilage and bone + tendon/ligament laxity → Boutonnière, swan neck, Z-thumb, ulnar deviation, volar subluxation, cock-up toes (covered in clinical features) | Irreversible once established. Functional disability — inability to grip, walk, dress. This is exactly why early DMARD therapy is imperative. |
| Tendon rupture [3] | Tenosynovitis (inflammation of the tendon sheath) weakens tendons. Also: bony spicules from eroded joints can abrade tendons. Classic site: extensor tendons of fingers (especially extensor digitorum over the dorsal wrist) | Sudden inability to extend a finger. Rupture of extensor pollicis longus → loss of thumb extension. Considered an indication for early/emergency surgery [20]. |
| Septic arthritis [3][15] | Damaged joints + immunosuppressive therapy → predisposition to bacterial seeding (haematogenous spread or direct inoculation during joint injection). Most common organism: S. aureus. | Rheumatological emergency. Sudden flare of a single joint in RA must be aspirated — never assume it's just a disease flare. Delayed treatment destroys cartilage within days. |
| Secondary osteoarthritis | After years of joint destruction, the damaged joint surfaces undergo degenerative changes indistinguishable from primary OA | End-stage RA joints often show mixed inflammatory + degenerative features |
| Atlantoaxial (C1/C2) subluxation | Synovitis at the atlantoaxial joint erodes the transverse ligament → C1 slides forward on C2 | Cervical myelopathy (UMN signs in limbs), vertebrobasilar insufficiency, risk of sudden death from cord compression. Must screen before intubation. |
| Osteoporosis [1][3] | Multifactorial: (1) Pro-inflammatory cytokines (TNF-α, IL-6, IL-1) upregulate RANKL → increased osteoclast activity → generalised bone loss. (2) Disuse/immobility. (3) Corticosteroid use. | Increased fragility fracture risk. Screen with DEXA. Co-prescribe calcium + vitamin D. Bisphosphonates if indicated. |
| Muscle weakness [1] | Due to: (1) disuse atrophy from painful joints, (2) myositis (inflammatory infiltration of muscle), (3) drug-induced — steroid myopathy, hydroxychloroquine myopathy, statin myopathy [1] | Contributes to functional disability and falls risk. Distinguish from inflammatory myositis (check CK). |
Tendon Rupture — Surgical Emergency
Tendon rupture or pending rupture is one of the indications for emergency or early surgery in RA [20]. The extensor tendons over the dorsal wrist are at highest risk due to tenosynovitis + bony spicules from the eroded distal ulna ("Vaughan-Jackson lesion" = sequential rupture of the extensor tendons from little to index finger). Prophylactic synovectomy and Darrach procedure (distal ulna excision) can be performed to prevent this.
The lungs are one of the most commonly affected extra-articular organs in RA.
"Rheumatoid-related causes: pleural effusion, ruptured rheumatoid nodule in the lung → lung collapse, pulmonary fibrosis" [10].
| Complication | Pathophysiology | Key Features |
|---|---|---|
| Interstitial lung disease (ILD) [1][9][31] | Autoimmune-mediated inflammation of lung parenchyma → fibrosis. Most commonly UIP (usual interstitial pneumonia) and NSIP (non-specific interstitial pneumonia) [9][31]. | Progressive dyspnoea, dry cough, bilateral fine inspiratory crackles. HRCT: ground-glass opacity (NSIP), honeycombing (UIP). Restrictive PFTs. Most common pulmonary cause of death in RA. |
| Pleural effusion [1][31] | Rheumatoid pleuritis → exudative effusion | Typically small, unilateral, exudative with characteristically low glucose and pH [31]. Also high LDH, high protein, low complement. More common in seropositive men. |
| Rheumatoid pulmonary nodules [1][31] | Same histology as subcutaneous nodules (central necrosis + palisading macrophages) but in lung parenchyma | Generally asymptomatic but may rupture → pleural effusion, pneumothorax, infection [31]. Can mimic lung malignancy on CXR (need biopsy/PET to distinguish). Caplan syndrome = rheumatoid nodules + pneumoconiosis (coal workers). |
| Bronchiolitis obliterans [1] | Small airway inflammation and fibrosis → obstructive pattern | Rare but serious. Can also be a complication of gold or penicillamine therapy. |
| Bronchiectasis [31] | Chronic inflammation of airways → structural damage → dilatation and recurrent infections | More common than in general population. Productive cough, recurrent infections. |
| Methotrexate pneumonitis [10] | Drug-induced hypersensitivity reaction — NOT dose-dependent. Acute interstitial pneumonitis. | Acute onset dyspnoea, fever, dry cough, bilateral infiltrates on CXR. Can occur at any time on MTX. Management: stop MTX immediately, systemic corticosteroids. Distinguished from RA-ILD by acuity and temporal relationship to MTX. |
| Complication | Pathophysiology | Key Features |
|---|---|---|
| Accelerated atherosclerosis | Chronic systemic inflammation → endothelial dysfunction, oxidised LDL, plaque instability. RA is an independent cardiovascular risk factor [1]. | RA patients have 1.5–2× increased CV mortality. CAD, PAD, stroke. Treat aggressively with lipid management, BP control, smoking cessation. |
| Pericarditis [1][3] | Autoimmune pericardial inflammation — often subclinical (found incidentally on echocardiogram or autopsy) | May present as chest pain, pericardial rub. Usually mild and self-limiting. Rarely → pericardial effusion → tamponade. |
| Myocarditis [1] | Inflammatory infiltration of myocardium (rare) | Can contribute to heart failure |
| Cardiac amyloidosis [10] | Long-standing RA → chronic inflammation → sustained elevation of serum amyloid A (SAA) protein → SAA misfolds into AA amyloid fibrils → deposits in myocardium → restrictive cardiomyopathy | Late complication of poorly controlled, long-standing RA. Also deposits in kidneys (nephrotic syndrome), GI tract (diarrhoea, malabsorption). |
| Valvular disease | Rheumatoid nodules on heart valves → regurgitation | Uncommon |
| Atrial fibrillation / Heart failure [3] | Chronic inflammation + amyloidosis + valvular disease | Increased risk in long-standing RA |
| Complication | Pathophysiology | Key Features |
|---|---|---|
| Anaemia of chronic disease (ACD) [1] | IL-6 → hepcidin production by liver → hepcidin degrades ferroportin on macrophages → iron is "trapped" → functional iron deficiency | Most common haematological abnormality. Normocytic normochromic. Low serum iron, low TIBC, normal/high ferritin. |
| Iron deficiency anaemia (IDA) [10] | NSAID-induced GI bleeding (peptic ulcer, gastritis) | Microcytic hypochromic. Low serum iron, HIGH TIBC, low ferritin. Often coexists with ACD in RA patients on NSAIDs. |
| Felty syndrome [1][3][11] | RA + splenomegaly + neutropaenia. Spleen's increased white pulp function → immune-mediated destruction of neutrophils + splenic sequestration [11]. | Almost exclusively in severe, long-standing, seropositive RA. Recurrent bacterial infections (skin, respiratory). Treat underlying RA aggressively. May require G-CSF or splenectomy. |
| Reactive thrombocytosis | IL-6 drives thrombopoiesis | Platelet count rises with active inflammation — a marker of disease activity, not a "complication" per se |
| Increased risk of lymphoma [1] | Chronic immune stimulation → lymphoproliferative disease. Also: immunosuppressive therapy may contribute. | Mainly non-Hodgkin's lymphoma. Risk is 2–4× general population. |
| Secondary (AA) amyloidosis [1] | Chronic inflammation → SAA deposition | Nephrotic syndrome (proteinuria → hypoalbuminaemia → oedema), renal failure, hepatomegaly. Now much rarer with effective DMARD therapy. |
| Large granular lymphocyte (LGL) leukaemia [20] | Clonal expansion of LGL cells → neutropaenia | Overlaps clinically with Felty syndrome. Distinguished by flow cytometry showing clonal LGL expansion. |
| MTX-induced myelosuppression | Folate antagonism → suppressed haematopoiesis | Pancytopaenia. Risk increased by renal impairment, folate deficiency, concomitant trimethoprim. |
| SSZ-induced haemolytic anaemia [1] | Oxidative stress on RBCs | Especially in G6PD-deficient patients → screen G6PD before starting SSZ |
The RA Anaemia Case — Commonly Examined
The Interactive Tutorial (Haem case 1) [10] presents a classic scenario: RA patient with Hb 7.5, MCV 70, low iron, high TIBC → IDA from NSAID-induced GI bleeding on top of ACD. Always ask about drug history. Always consider combined ACD + IDA. The key differentiator: TIBC is high in IDA (body trying to scavenge iron) but low/normal in ACD (iron is "trapped" — no need to make more carrier).
| Complication | Pathophysiology | Key Features |
|---|---|---|
| Carpal tunnel syndrome [1][20] | Tenosynovitis at the wrist → compression of median nerve in the carpal tunnel | Most common neurological complication. Paraesthesiae in thumb, index, middle finger + radial half of ring finger. Worse at night. Tinel's sign, Phalen's test. Can be an early presenting feature of RA. |
| Cervical myelopathy [1][20] | Atlantoaxial subluxation → spinal cord compression | Gradual-onset UMN signs in limbs (hyperreflexia, spasticity, Babinski+), bladder dysfunction. Can be catastrophic if acute. |
| Mononeuritis multiplex (vasculitic) [1][20] | Rheumatoid vasculitis of vasa nervorum → nerve ischaemia → infarction of individual nerve trunks | Combined motor + sensory deficit in distribution of specific nerves (e.g., wrist drop + foot drop). Indicates systemic vasculitis → aggressive immunosuppression required. |
| Peripheral entrapment neuropathies [20] | Hypertrophied synovium or subluxed joints compress nerves at specific anatomical sites | Carpal tunnel (median nerve), ulnar neuropathy at elbow, peroneal nerve palsy at fibular head, tarsal tunnel syndrome (posterior tibial nerve) [20] |
| Distal symmetric sensory neuropathy [20] | NOT due to ischaemic vasculitis — mechanism unclear, possibly drug-related or chronic inflammation | Stocking-glove sensory loss, paraesthesiae |
"Rheumatoid arthritis: 2° Sjögren's syndrome, PUK, episcleritis, scleritis, uveitis" [12].
| Complication | Pathophysiology | Key Features |
|---|---|---|
| Secondary Sjögren's syndrome (keratoconjunctivitis sicca) | Lymphocytic infiltration of lacrimal glands → reduced tear production | Most common ocular manifestation. Dry, gritty eyes. Schirmer test < 5 mm in 5 minutes. |
| Episcleritis | Inflammation of episclera (superficial) | Mild, self-limiting, bright red eye, minimal pain |
| Scleritis | Deeper scleral inflammation — immune complex-mediated | Severe, deep boring pain; can lead to scleromalacia perforans (necrosis and perforation of the sclera — sight-threatening). More serious than episcleritis. |
| Peripheral ulcerative keratitis (PUK) [12] | Immune complex deposition → complement activation → MMP production by keratocytes → corneal breakdown [12] | Crescent-shaped corneal ulcer, thinning, can perforate. RA accounts for 34–42% of PUK cases [12]. Requires systemic immunosuppression. |
| Complication | Cause |
|---|---|
| AA amyloidosis | Chronic RA → SAA deposition in kidneys → nephrotic syndrome → CKD. Now much rarer with modern DMARD therapy. |
| NSAID nephrotoxicity | Chronic NSAID use → inhibition of renal prostaglandins → afferent arteriolar vasoconstriction → reduced GFR; also interstitial nephritis, papillary necrosis |
| Gold/penicillamine nephropathy | Membranous nephropathy (historical — these drugs are rarely used now) |
| MTX nephrotoxicity | Direct tubular toxicity; precipitation in renal tubules (high-dose); exacerbated by dehydration and renal impairment [30] |
| Feature | Detail |
|---|---|
| Who | Severe, long-standing, seropositive (usually high-titre RF+), nodular RA. Fortunately now rare with effective DMARD/biologic therapy. |
| Pathology | Necrotising vasculitis of small and medium-sized arteries (similar to polyarteritis nodosa) |
| Manifestations | Nail fold infarcts (earliest sign), digital gangrene, skin ulcers (especially legs), mononeuritis multiplex, visceral infarction (mesenteric, coronary), scleritis/PUK |
| Significance | Indicates severe systemic disease. High mortality if untreated. Requires aggressive immunosuppression (high-dose steroids + cyclophosphamide or rituximab). |
These complications arise from the drugs used to treat RA. A well-examined topic because it tests whether students understand drug side effects.
Complications of chronic immunosuppressant usage: infection, blood dyscrasia [3]. Complications of chronic steroid usage: Cushingoid features (acne, hirsutism, buffalo hump, central obesity), immunosuppression, gastric ulcer, osteoporosis, avascular necrosis of hip [3].
| Drug / Class | Key Complications | Mechanism |
|---|---|---|
| NSAIDs | Upper GI bleeding (peptic ulcer, gastritis) [10][30]; renal impairment; CV risk (especially COX-2 selective) | COX-1 inhibition → reduced gastric mucosal prostaglandins → mucosal damage. Renal PG inhibition → afferent vasoconstriction → ↓GFR. |
| Corticosteroids (chronic) [3] | Osteoporosis, AVN of hip, Cushingoid features, DM, hypertension, cataracts, infections, adrenal suppression, gastric ulcer, myopathy, psychiatric effects | Multifactorial: catabolic effects on bone/muscle, immunosuppression, metabolic effects |
| Methotrexate | Hepatotoxicity (fibrosis/cirrhosis), myelosuppression (pancytopaenia) [1], MTX pneumonitis [10], stomatitis, infections, teratogenicity, folate deficiency [1] | Direct folate antagonism; hypersensitivity (pneumonitis); cumulative hepatotoxicity |
| Sulfasalazine | Haemolytic anaemia (especially in G6PD deficiency) [1], neutropaenia, male infertility (oligospermia), skin rash, pancreatitis | Sulfapyridine moiety causes oxidative haemolysis |
| Leflunomide | Hepatotoxicity, hypertension, diarrhoea, peripheral neuropathy | DHODH inhibition |
| Hydroxychloroquine | Bull's eye maculopathy (retinal toxicity — irreversible) [1], GI upset, myopathy, neuropathy | Accumulation in retinal pigment epithelium → photoreceptor toxicity |
| Anti-TNF agents | TB reactivation [6], serious infections, infusion/injection reactions, demyelinating disease (rare), HF exacerbation (rare), lupus-like syndrome, lymphoma (debated) | TNF-α is critical for granuloma maintenance (TB), general immune defence |
| Rituximab | Infusion reactions, hypogammaglobulinaemia, HBV reactivation, progressive multifocal leukoencephalopathy (PML — rare) | Sustained B-cell depletion → reduced immunoglobulin production |
| JAK inhibitors | Herpes zoster reactivation, VTE, MACE and malignancy (FDA warning) [28], hyperlipidaemia | Broad intracellular cytokine signalling inhibition including IFN-γ (needed for viral control) |
| Complication | Mechanism | Management |
|---|---|---|
| Accelerated cardiovascular disease | Chronic inflammation → endothelial dysfunction, plaque instability | Aggressive CV risk management (lipids, BP, smoking). Consider RA itself as an additional CV risk factor in risk calculators. |
| Depression and psychological impact | Chronic pain + disability + fatigue + body image changes (deformity, steroid side effects) | Screen for depression. MDT support. Pharmacotherapy if needed. |
| Infection | Both disease-related (immune dysregulation) and treatment-related (immunosuppression) | Immunisation, infection surveillance, patient education (report fevers early), reduce immunosuppression if serious infection occurs |
"Q3: What are the complications of long-standing rheumatoid arthritis?" [3]:
| System | Complications |
|---|---|
| MSS | Tendon rupture, joint deformities, septic arthritis |
| Neurological | Mononeuritis (vasculitic), entrapment neuropathy |
| Lung | Pleural effusion, fibrosing alveolitis (ILD) |
| Others | Pericarditis, lymphadenopathy, splenomegaly, anaemia, Raynaud's phenomenon, keratoconjunctivitis |
| Immunosuppressant use | Infection, blood dyscrasia |
| Steroid use | Cushingoid features, immunosuppression, gastric ulcer, osteoporosis, AVN of hip |
"Poor prognostic factors indicating early aggressive use of DMARDs" [3]:
- High disease activity at onset (≥ 18 joints)
- High baseline joint damage (erosive disease)
- Persistently high CRP level
- Positive IgM RF or anti-CCP
- Positive family history of RA
- Nodular disease
- Extra-articular manifestations
Overall prognosis:
- RA is a chronic disease with no cure. However, with modern treatment (early DMARDs, biologics, treat-to-target), many patients achieve sustained remission or low disease activity.
- Life expectancy is reduced by ~5–10 years compared to the general population, primarily due to cardiovascular disease (the leading cause of death in RA) and infections.
- Seropositive RA (especially high-titre anti-CCP+) carries a worse prognosis with more erosive disease and more extra-articular manifestations.
- The shift to early aggressive treatment and the availability of biologics have dramatically improved outcomes compared to 20–30 years ago.
"Rheumatoid factor: high levels in rheumatoid arthritis → poor prognosis" [17].
High Yield Summary — Complications of RA
Disease-related joint complications: Deformities (irreversible), tendon rupture (emergency surgery), septic arthritis (always aspirate), atlantoaxial subluxation (screen before intubation), secondary OA, osteoporosis.
Pulmonary: ILD (UIP/NSIP — most common cause of pulmonary death), pleural effusion (low glucose, low pH), rheumatoid nodules (may rupture → pneumothorax), Caplan syndrome, bronchiolitis obliterans, MTX pneumonitis.
Cardiovascular: Accelerated atherosclerosis (1.5–2× CV mortality — leading cause of death), pericarditis, cardiac amyloidosis.
Haematological: ACD (most common), IDA (NSAID GI bleeding), Felty syndrome (RA + splenomegaly + neutropaenia), lymphoma (2–4× risk), AA amyloidosis, MTX myelosuppression, SSZ haemolysis.
Neurological: Carpal tunnel (most common neuro complication), cervical myelopathy (C1/2), mononeuritis multiplex (vasculitis), entrapment neuropathies.
Ocular: 2° Sjögren's (most common), episcleritis, scleritis (→ scleromalacia perforans), PUK.
Treatment-related: NSAIDs → GI bleed/renal; Steroids → osteoporosis/AVN/Cushing's/DM; MTX → liver/marrow/lung; Anti-TNF → TB/infections; HCQ → retinopathy; SSZ → haemolysis (G6PD); JAK inhibitors → MACE/malignancy/herpes zoster.
Leading cause of death in RA: Cardiovascular disease (accelerated atherosclerosis).
Active Recall - Complications of Rheumatoid Arthritis
References
[1] Senior notes: Maksim Medicine Notes.pdf (Section 13.4 Rheumatoid arthritis — Extra-articular manifestations, p.312) [3] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (Complications Q3 p.1684; Complications Q5 p.1685; Prognostic factors p.1682) [4] Lecture slides: Upper Limb Painful Conditions_Dr. Margaret Woon Man FOK_3. Inflammatory conditions.pdf (p.3 — Pannus erosion) [6] Senior notes: Gen Clerk Anaes + Microbiology Summary.pdf (p.37 — Anti-TNF and TB) [9] Senior notes: Ryan Ho Respiratory.pdf (p.121 — ILD in CTD; p.128 — Respiratory manifestations of RA) [10] Senior notes: Block A - Hematology Interactive Tutorial.pdf (p.2 — RA anaemia case, NSAID GI bleeding, MTX lung) [11] Senior notes: Block A - Splenomegaly_ common causes of splenomegaly; myeloproliferative diseases.pdf (p.7 — Felty syndrome) [12] Senior notes: Ryan Ho Opthalmology.pdf (p.131 — Ocular manifestations of RA, PUK) [15] Senior notes: Block A - Painful red joint_ monoarthropathy, gouty arthritis, septic arthritis, haemarthrosis.pdf (p.7) [17] Lecture slides: GC 074. Multiple joint pain.pdf (p.22 — RF and prognosis) [20] Senior notes: Ryan Ho Rheumatology.pdf (p.50 — Neurological and haematological involvement; p.56 — Surgical indications) [28] Lecture slides: Handbook of Internal Medicine 2024.pdf (p.433 — JAK inhibitor warning) [30] Senior notes: Block A - Upper abdominal pain_ peptic ulcer; pancreatitis and gallstone.pdf (p.25 — NSAID gastroprotection); Block A - Drugs and the Kidney.pdf (p.9 — MTX nephrotoxicity) [31] Senior notes: Ryan Ho Respiratory.pdf (p.127–128 — Respiratory manifestations of RA)
High Yield Summary
Definition: RA = chronic, systemic, autoimmune inflammatory disease → symmetric erosive polyarthritis of peripheral joints → pannus formation → cartilage/bone destruction → deformity.
Epidemiology: 0.3–0.4% in HK; F:M = 3:1; peak 4th–5th decade; commonest AI inflammatory polyarthritis.
Risk Factors: HLA-DR4 (major), smoking (strongest modifiable — interacts with HLA-DR4 via citrullination), P. gingivalis, EBV, nulliparity, family history (3× risk in 1st degree relatives).
Pathogenesis: Gene-environment interaction → citrullination → anti-CCP/RF → immune complex deposition → synovitis → pannus → erosion → deformity. TNF-α is the master cytokine.
Joint Pattern: Symmetric, MCP/PIP/wrist/MTP, spares DIP, spares axial (except C1/2), morning stiffness > 1 hour, additive pattern.
Key Deformities: Boutonnière (flexed PIP/hyperextended DIP), Swan neck (hyperextended PIP/flexed DIP), Z-thumb, ulnar deviation, volar subluxation, cock-up toe, atlantoaxial subluxation.
Extra-Articular: Rheumatoid nodules, ILD (UIP/NSIP), Felty syndrome (RA + splenomegaly + neutropaenia), 2° Sjögren's, scleritis/PUK, carpal tunnel, vasculitis, AA amyloidosis, anaemia (ACD ± IDA from NSAIDs), accelerated atherosclerosis.
Autoantibodies: RF (sensitive, not specific) and anti-CCP (sensitive AND highly specific, > 95%). Both positive = high predictive value for RA and erosive disease.
Anti-TNF and TB: Screen for latent TB (IGRA/TST) before starting anti-TNF biologics; isoniazid prophylaxis × 3 months if latent TB.
High Yield Summary — Differential Diagnosis of RA
Common DDx of chronic symmetric polyarthritis: RA, SLE, viral polyarthritis, OA, PsA (symmetric pattern).
Key distinctions:
- OA: DIP, hard bony, evening stiffness, XR shows osteophytes, seronegative
- PsA: DIP involved, dactylitis, nail changes, asymmetric (usually), seronegative
- SLE: Non-erosive, reducible deformities, morning stiffness minutes, transudate SFA, ANA+
- Viral: Self-limiting < 6 weeks, preceded by viral prodrome, positive viral serology
- Crystal: Crystals on SFA microscopy; gout = needle, negatively birefringent; CPPD = rhomboid, weakly positive
- Septic: WBC > 50k, > 90% PMN, positive Gram stain/culture — always rule out in any acute hot joint
- Seropositive vs Seronegative (SpA): Symmetric/F > M/RF+ vs Asymmetric/M > F/HLA-B27+
- PMR: Age > 50, shoulder+hip girdle, no small joint synovitis, dramatic steroid response
- AOSD: Quotidian fever, salmon rash, markedly elevated ferritin, diagnosis of exclusion
The 6-week rule: The 2010 ACR/EULAR criteria require ≥ 6 weeks of symptoms — this critical threshold excludes most viral polyarthritis.
Always aspirate an acutely inflamed joint to exclude septic arthritis and crystal disease — even in a known RA patient.
High Yield Summary — Diagnosis of RA
Two sets of criteria:
- 1987 ACR: ≥ 4 of 7 features, criteria 1–4 present > 6 weeks. Includes nodules and erosions (late features). Mnemonic: RAS.
- 2010 ACR/EULAR: ≥ 6 of 10 points. Domains: Joint involvement (0–5), Serology (0–3), Acute phase reactants (0–1), Duration (0–1). Designed for early RA. Entry: ≥ 1 joint with clinical synovitis not explained by another disease. Typical erosions = automatic classification.
Key investigations:
- Baseline: CBC, LRFT, HBsAg, anti-HCV, G6PD (SAQ favourite)
- Inflammatory markers: CRP, ESR (for scoring and monitoring)
- Serology: RF + anti-CCP (diagnostic and prognostic, NOT for monitoring)
- Imaging: X-ray hands/feet (soft tissue swelling → periarticular osteopaenia → joint space narrowing → marginal erosions → subluxation/deformity)
- MSUS: detects subclinical synovitis and early erosions; Power Doppler = active inflammation
- MRI: bone marrow oedema (pre-erosive), C-spine assessment
- Synovial fluid: inflammatory exudate, no crystals, no organisms
Disease activity: DAS28 (tender + swollen joints, ESR/CRP, patient global assessment). Remission < 2.6.
High Yield Summary — Management of RA
Principles: Treat early (window of opportunity ≤ 3–6 months), treat to target (DAS28 < 2.6 = remission), switch at 3 months if < 50% improvement, switch at 6 months if target not reached.
Non-pharmacological: MDT (PT/OT/podiatry), patient education, smoking cessation, CV risk optimisation, immunisation.
Step-up algorithm:
- MTX monotherapy (anchor drug, 7.5–15 mg/week) + steroid bridge
- Combination csDMARDs (MTX + LEF, or MTX + SSZ + HCQ)
- bDMARD (anti-TNF / anti-IL-6R / CTLA4-Ig / anti-CD20) or tsDMARD (JAK inhibitor) — for refractory disease or those with poor prognostic factors
Key pre-treatment screening: HBsAg, anti-HCV, G6PD, CXR, CBC, LFT, RFT, latent TB (IGRA) before biologics
Steroids: Bridge only (< 3–6 months), NOT monotherapy. Long-term steroids = STOPP criterion.
Surgery: Emergency indications (septic arthritis, C1/2 instability, tendon rupture). Elective: synovectomy, arthrodesis, joint replacement. Arthroplasty = most reliable for pain-free, stable, mobile joint.
Poor prognostic factors: High DAS28, erosive disease, nodules, EAMs, high CRP, high RF/anti-CCP, family history.
High Yield Summary — Complications of RA
Disease-related joint complications: Deformities (irreversible), tendon rupture (emergency surgery), septic arthritis (always aspirate), atlantoaxial subluxation (screen before intubation), secondary OA, osteoporosis.
Pulmonary: ILD (UIP/NSIP — most common cause of pulmonary death), pleural effusion (low glucose, low pH), rheumatoid nodules (may rupture → pneumothorax), Caplan syndrome, bronchiolitis obliterans, MTX pneumonitis.
Cardiovascular: Accelerated atherosclerosis (1.5–2× CV mortality — leading cause of death), pericarditis, cardiac amyloidosis.
Haematological: ACD (most common), IDA (NSAID GI bleeding), Felty syndrome (RA + splenomegaly + neutropaenia), lymphoma (2–4× risk), AA amyloidosis, MTX myelosuppression, SSZ haemolysis.
Neurological: Carpal tunnel (most common neuro complication), cervical myelopathy (C1/2), mononeuritis multiplex (vasculitis), entrapment neuropathies.
Ocular: 2° Sjögren's (most common), episcleritis, scleritis (→ scleromalacia perforans), PUK.
Treatment-related: NSAIDs → GI bleed/renal; Steroids → osteoporosis/AVN/Cushing's/DM; MTX → liver/marrow/lung; Anti-TNF → TB/infections; HCQ → retinopathy; SSZ → haemolysis (G6PD); JAK inhibitors → MACE/malignancy/herpes zoster.
Leading cause of death in RA: Cardiovascular disease (accelerated atherosclerosis).
Osteoarthritis
Osteoarthritis is a degenerative joint disease characterized by progressive cartilage loss, subchondral bone changes, and osteophyte formation, leading to pain and functional impairment.
Non-radiographic Axial Spondyloarthritis
Non-radiographic axial spondyloarthritis is a form of axial spondyloarthritis characterized by inflammatory back pain and sacroiliitis detectable on MRI but without definitive structural changes visible on conventional radiographs.