RheumatologyArthritisInflammatory Autoimmune Arthritis

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.

Exam domainOne-glance essentials
Definition / diagnosis
  • RA is a chronic systemic autoimmune disease causing symmetric erosive inflammatory polyarthritis [1]
  • Persistent synovitis forms pannus, which destroys cartilage, bone, ligaments and tendons [2]
Epidemiology / risks
  • HK prevalence ~0.3–0.4%; female:male ~3:1, peak in the 4th–5th decade [1]
  • HLA-DR4 and smoking interact through citrullination; smoking is the key modifiable risk [1]
Core mechanism
  • Gene–environment interaction → citrullinated antigens → anti-CCP/RF → immune-complex synovitis [1]
  • TNF-α-driven pannus → marginal erosion → deformity [2]
Clinical picture
  • Symmetric MCP/PIP/wrist/MTP synovitis, sparing DIP; morning stiffness > 1 hour [3]
  • Axial skeleton is spared except C1/2; look for nodules, ILD, Sjögren syndrome and scleritis [1]
Investigations
  • 2010 ACR/EULAR: entry synovitis, score ≥ 6/10 across joints, serology, acute-phase reactants and duration [3]
  • Anti-CCP is highly specific and prognostic; baseline hand/foot X-rays show osteopenia → narrowing → marginal erosions [3]
Management
  • Treat early and to target: methotrexate is the anchor csDMARD, with a short steroid bridge [4]
  • Escalate to combination csDMARD then biologic/JAK therapy if target is not reached; screen TB/HBV before biologics [4]
Complications
  • Deformity, tendon rupture, septic arthritis and atlantoaxial subluxation with myelopathy [5]
  • Accelerated atherosclerosis is the leading mortality driver; also ILD, Felty syndrome and lymphoma [5]
Prevention / follow-up
  • Smoking cessation, vaccination, CV-risk control and osteoporosis prevention [4][5]
  • Monitor disease activity (DAS28), drug toxicity and infection risk; screen cervical instability before intubation [3][5]
Exam traps
  • RA usually spares DIP and lumbar/SI joints; DIP disease suggests OA or PsA [3]
  • A single disproportionately hot joint in RA requires aspiration—do not label it a flare or rely on RF for monitoring [3][5]

References

[1] Senior notes: Maksim Medicine Notes.pdf (Rheumatoid arthritis, pp.312–313) [2] Lecture slides: Upper Limb Painful Conditions_Dr. Margaret Woon Man FOK_3. Inflammatory conditions.pdf (pannus erosion, p.3) [3] Lecture slides: GC 074. Multiple joint pain.pdf (RA features and 2010 criteria, pp.18, 21) [4] Lecture slides: Handbook of Internal Medicine 2024.pdf (RA treatment, p.433) [5] Senior notes: MBBS Final MB (Medicine) (Felix PY Lai).pdf (RA complications and prognosis, pp.1682–1685)

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

ParameterDetail
Global prevalence~0.5–1% worldwide
Hong Kong prevalence~0.3–0.4% [1][2][4]
UK/US prevalence0.5–1.5% [4]
Racial variationFound 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].

ParameterDetail
Sex ratioFemale : Male = 3:1 [1][2][3][4]
Lifetime risk~1 in 28 for females, ~1 in 59 for males [2]
Age of onsetCan 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].

FactorDetail
MHC Class IIHLA-DR4 is the major susceptibility haplotype (also HLA-DR1) [1][2][4]
Shared epitope hypothesisHLA-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
ConcordanceMonozygotic twins: 12–15%; Dizygotic twins: ~3% [2]
Family historyFirst-degree relatives have ~3× the risk [4]
Other genesPTPN22 (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.
  • Increased risk with nulliparity [2].
  • Remission during 3rd trimester but commonly flares postpartum [2].
  • Decreased risk with breastfeeding > 1 year [2].

  • 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.

AutoantibodyTargetSensitivitySpecificityNotes
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 RASeronegative RA
RF and/or Anti-CCPPositiveNegative
Prevalence~70–80% of RA~20–30% of RA
PrognosisGenerally worse — more erosive, more extra-articular manifestationsGenerally milder — but can still be destructive
Genetic associationStrong HLA-DR4 associationWeaker 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)

StageDescription
IEarly — no destructive changes on X-ray
IIModerate — radiographic evidence of osteoporosis ± slight cartilage/subchondral bone destruction, no deformity
IIISevere — cartilage and bone destruction, deformity (deviation, subluxation, ulnar drift)
IVTerminal — fibrous or bony ankylosis

This is a high-yield GC lecture concept [7]:

FeatureRASpondyloarthritis (SpA)Osteoarthritis (OA)
InflammationYes — synovitisYes — enthesitis + synovitisMinimal/secondary
SymmetrySymmetricAsymmetricOften symmetric
JointsMCP, PIP, wrist, MTPDIP, large joints (LL > UL), axial (SIJ, spine)DIP, PIP, 1st CMC, knee, hip, spine
DIP involvementSparedCommon (PsA)Common (Heberden's nodes)
Axial involvementUsually spared (except C1/2)Common (sacroiliitis, spondylitis)Facet joints
Morning stiffness> 1 hour> 30 min< 30 min
RF / Anti-CCPPositive (70–80%)NegativeNegative
HLA associationHLA-DR4HLA-B27None specific
Extra-articularNodules, lung, eye, vasculitisUveitis, psoriasis, IBD, enthesitisNone

7. Clinical Features

Before diving into RA-specific features, understand the systematic approach to any patient with joint pain [2][7]:

  1. 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
  2. Number of joints: Monoarthritis (1), Oligoarthritis (2–4), Polyarthritis (≥5)

  3. Spatial pattern: Symmetric vs asymmetric, small vs large, axial vs peripheral

  4. 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
  5. 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

SymptomPathophysiological 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 polyarthralgiaAutoimmune 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, MTPThese 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.

SignDescriptionPathophysiological Basis
Boggy synovial thickeningPalpable 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 effusionFluctuant swelling, positive "bulge test" (knee)Excess synovial fluid production by inflamed synovium
WarmthJoints feel warm to touchIncreased blood flow to inflamed synovium (vasodilation from inflammatory mediators: prostaglandins, nitric oxide)
TendernessPain on palpation, especially at joint lineSensitisation of nociceptors by prostaglandins, bradykinin, and other inflammatory mediators in the synovium
Reduced range of movement (ROM)Pain-limited ROM initially, later structural limitationEarly: 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 painSynovitis 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.

DeformityDescriptionMechanism
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 deformityHyperextended 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 thumbFlexed 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 fingersFingers 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 MCPMCP joints sublux palmarly [1]Synovitis stretches the dorsal capsule and collateral ligaments → proximal phalanx slides palmarly relative to metacarpal head
Radial deviation at wristWrist 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 fingerFinger locks in flexion, then "snaps" straightTenosynovitis 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].

DeformityMechanism
Hallux valgusSynovitis at 1st MTP → medial collateral ligament laxity → great toe deviates laterally
Hammer toeHyperextension at MTP, flexion at PIP, extension at DIP — due to intrinsic muscle weakness and extensor tendon imbalance
Claw toeHyperextension 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 forefootSpreading of metatarsal heads due to loss of transverse arch support
FeatureDetail
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
SymptomsNeck pain radiating to occiput, slowly progressive myelopathy (UMN signs in limbs), vertebrobasilar insufficiency (dizziness, drop attacks), sudden death (rare — cord compression)
InvestigationLateral cervical spine X-ray in flexion: anterior atlantodental interval (AADI) > 3 mm is abnormal
Clinical relevanceAlways 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]:

FeatureRASLE
ArthritisCommon, destructiveCommon, NON-erosive
DeformingYes (irreversible)Rare (Jaccoud's arthropathy — reducible deformities)
Swan neckCommon (fixed, not reducible)Rare (reducible)
Ulnar deviationCommon (not reducible)Rare (reducible)
Synovial hypertrophyCommonRare
Erosions on X-rayCommonRare
Morning stiffnessHoursMinutes
Subcutaneous nodulesCommonRare

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.

FeaturePathophysiology
FatigueCirculating 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 feverIL-1, IL-6, TNF-α → act on hypothalamic thermoregulatory centre → raise set point
Weight lossCatabolic state driven by TNF-α (hence its old name "cachectin") → muscle wasting, appetite suppression
MalaiseGeneralised inflammatory cytokine-mediated symptom

FeatureDetail
Prevalence~20–30% of RA patients; almost exclusively seropositive
LocationPressure points — olecranon (elbow), dorsal forearm, Achilles tendon, sacrum, occiput; also found in lungs, sclera, heart valves
PathologyCentral fibrinoid necrosis surrounded by a palisade of macrophages (epithelioid histiocytes), then an outer zone of chronic inflammatory cells and fibrosis
Clinical significanceMarker 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].

ManifestationPathophysiology
Interstitial lung disease (ILD)Most common: UIP (usual interstitial pneumonia) and NSIP (non-specific interstitial pneumonia). Autoimmune-mediated inflammation → fibrosis of lung parenchyma.
Pleural effusionRheumatoid 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 obliteransRare but serious — small airway disease, obstructive pattern
BronchiectasisIncreased 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

ManifestationPathophysiology
Accelerated atherosclerosisChronic systemic inflammation → endothelial dysfunction → premature coronary artery disease. RA patients have 1.5–2× increased CV mortality.
PericarditisAutoimmune pericardial inflammation — often subclinical
MyocarditisRare — inflammatory infiltration of myocardium
Valvular diseaseRheumatoid nodules on heart valves → regurgitation
Cardiac amyloidosis [10]Long-standing RA → chronic inflammation → AA amyloidosis → amyloid deposition in heart → restrictive cardiomyopathy

ManifestationPathophysiology
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 + IDAVery common in RA patients on NSAIDs — mixed picture [10]
Felty syndromeRA + 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]
ThrombocytosisReactive thrombocytosis due to IL-6 driving thrombopoiesis — marker of active inflammation
Large granular lymphocyte (LGL) syndromeClonal 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].

ManifestationPathophysiology
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).
EpiscleritisInflammation of the episclera — typically mild, self-limiting, bright red eye without pain
ScleritisDeeper 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.

ManifestationPathophysiology
Carpal tunnel syndromeMost common neurological manifestation. Synovial hypertrophy at the wrist → compression of the median nerve in the carpal tunnel.
Cervical myelopathyAtlantoaxial subluxation → spinal cord compression (see above)
Peripheral neuropathyVasculitis of vasa nervorum → nerve ischaemia → sensorimotor polyneuropathy or mononeuritis multiplex [13]
Entrapment neuropathySynovial thickening compresses nerves at various sites

ManifestationCause
AA amyloidosisLong-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 nephrotoxicityNSAIDs (interstitial nephritis, papillary necrosis), gold (membranous nephropathy), D-penicillamine (membranous nephropathy), cyclosporine (nephrotoxicity)
Membranous nephropathyCan occur as part of RA itself or drug-related (gold, penicillamine)

ManifestationDetail
Rheumatoid nodulesSee above
Vasculitic skin lesionsNail fold infarcts, digital gangrene, purpura, leg ulcers — indicate systemic vasculitis (rheumatoid vasculitis)
Pyoderma gangrenosumRare association
Palmar erythemaNon-specific
Skin fragility/easy bruisingOften iatrogenic — chronic steroid use

FeatureDetail
OsteoporosisMultifactorial: chronic inflammation (cytokines promote osteoclast activity), immobility (disuse), corticosteroid use
Muscle wastingDisuse atrophy, TNF-α-mediated catabolism, steroid myopathy
Rheumatoid vasculitisSevere complication — necrotising vasculitis of small/medium vessels. Manifests as digital ischaemia, skin ulcers, neuropathy, visceral infarction. Almost exclusively in severe, seropositive, nodular RA.
DepressionChronic pain, disability, fatigue → high prevalence of depression in RA
Increased infection riskDisease-related immune dysregulation + immunosuppressive therapy

Felty syndrome = RA + splenomegaly + neutropaenia [11].

FeatureDetail
Epidemiology< 1% of RA; almost always seropositive, long-standing, deforming RA
MechanismSplenomegaly → increased destruction and sequestration of neutrophils. Also anti-neutrophil antibodies. The spleen's "white pulp" function is increased (immune-mediated neutrophil destruction) [11].
Clinical significanceNeutropaenia → recurrent bacterial infections (especially skin and respiratory)
TreatmentTreat 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].

InvestigationWhat It Shows in RA
X-rayEarly: 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.
MRIGold 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:

  1. Is it inflammatory or non-inflammatory (degenerative)? — morning stiffness duration, rest vs use, swelling
  2. How many joints? — mono / oligo / poly
  3. Which joints? — small vs large, symmetric vs asymmetric, axial vs peripheral, DIP spared vs involved
  4. Duration? — acute ( < 6 weeks) vs chronic ( > 6 weeks)
  5. Extra-articular clues? — rash, eye disease, GI symptoms, urethritis, psoriasis
  6. 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
DifferentialKey Discerning Features from RAWhy It Can Mimic RAHow to Distinguish
Osteoarthritis (OA)Non-inflammatory; DIP/PIP/1st CMC/weight-bearing; hard bony swelling; < 30 min stiffness; worsens with useCan be symmetric polyarticular (generalised OA); PIP involvement overlapsDIP 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 changesCan 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 arthritisNon-erosive, non-deforming (or Jaccoud's = reducible); migratory; morning stiffness minutes not hoursSymmetric small joint polyarthritisReducible deformities, no erosions on XR, synovial fluid = transudate, ANA/anti-dsDNA positive, multi-system involvement (malar rash, nephritis, serositis) [3][8][19]
Viral polyarthritisSelf-limiting ( < 6 weeks); symmetric small joints; preceded by viral prodromePattern can look exactly like early RADuration < 6 weeks (RA by definition ≥ 6 weeks), viral serology positive (HBV, HCV, parvovirus B19, EBV, rubella, Dengue, HIV), resolves spontaneously [3][16]
Gout / PseudogoutAcute monoarthritis typically (1st MTP for gout); can become chronic polyarticularChronic polyarticular gout or pseudogout (CPPD) can mimic RACrystals on synovial fluid microscopy (MSU = needle-shaped, negatively birefringent; CPPD = rhomboid, weakly positively birefringent), tophi, punched-out erosions [3][16][20]
Reactive arthritisAsymmetric large joint oligoarthritis (LL > UL); post-infectiousCan present with polyarthritisHistory 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 maleCan have peripheral arthritisInflammatory back pain, sacroiliitis on imaging, HLA-B27+, bamboo spine, enthesitis [17]
IBD-associated arthritisAsymmetric large joint LL arthritis; tracks with bowel flares (Type 1)Polyarthritis can occurGI symptoms (bloody diarrhoea, abdominal pain), endoscopy confirms IBD [16][21]
Septic arthritisUsually acute monoarthritis; high fever; very hot/swollen jointPolyarticular 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, ILDPolyarthralgia/arthritis can occurRaynaud's + GERD = think SSc, sclerodactyly, anti-Scl-70 or anti-centromere antibodies [8][19]
Sjögren's syndromeDry eyes + dry mouth; can have polyarthritisSymmetric polyarthritisKeratoconjunctivitis sicca + xerostomia, anti-Ro/SSA and anti-La/SSB, Schirmer test [8][19]
Dermatomyositis/PolymyositisProximal muscle weakness predominatesArthralgia/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 synovitisSymmetrical stiffness in elderly; very high ESRAge > 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, lymphadenopathyCan have polyarthritisFerritin markedly elevated, leucocytosis, liver dysfunction, RF/ANA usually negative, diagnosis of exclusion [16]
Rheumatic feverMigratory polyarthritis; preceded by Strep pharyngitisAcute polyarthritis in youngJones criteria, evidence of preceding GAS infection (ASO titre), carditis, erythema marginatum [16]
Bacterial endocarditisPolyarthralgia/arthritis; fever; new murmurImmune complex-mediated arthritisBlood cultures positive, vegetations on echocardiogram, Osler's nodes, Janeway lesions [16]
MalignancyParaneoplastic polyarthritis, hypertrophic pulmonary osteoarthropathy (HPOA)Can mimic RAClubbing + 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:

FeatureOARA
Primary jointsDIP (Heberden's) + PIP (Bouchard's)PIP + MCP
Joint characteristicsHard and bonySoft, warm, tender (boggy)
StiffnessEvening stiffness; worsens after effortEarly morning stiffness; worsens after resting
Heberden's nodesPresentAbsent
RF / Anti-CCPNegativePositive
ESR / CRPNormalElevated
Radiological findingsJoint space narrowing + osteophytesErosions of bone and cartilage

[3][17]

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]:

FeatureSLERA
MyalgiaCommonMyositis rare
SymmetryYesYes
Joints involvedPIP > MCP > Wrist > KneeMCP > Wrist > Knee
Morning stiffnessMinutesHours
Synovial membraneMinimal abnormalityProliferative
Synovial fluidTransudateExudate
Synovial hypertrophyRareCommon
Subcutaneous nodulesRareCommon
ErosionsRareCommon
Deforming arthritisRareCommon
Swan neck deformitiesRare (reducible)Common (not reducible)
Ulnar deviationRare (reducible)Common (not reducible)
OsteoporosisVariableCommon
Avascular necrosisCommonRare

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

ConditionKey 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 feverPost-streptococcal (GAS pharyngitis), migratory polyarthritis (not additive like RA), Jones criteria, carditis. Usually in children/young adults.
Bacterial endocarditisImmune complex-mediated polyarthralgia/arthritis + fever + new murmur + embolic phenomena. Blood cultures essential.
Haemochromatosis2nd–3rd MCP arthropathy ("iron fist" sign) — can mimic RA. Look for hepatomegaly, bronze skin, diabetes. Raised ferritin, transferrin sat > 45%.
SarcoidosisAcute 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 rheumatismRecurrent 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].

ParameterNormalNon-inflammatoryInflammatorySeptic
ClarityTransparentTransparentTranslucentOpaque
WBC/mL< 200< 2,0002,000–100,00050,000–300,000
% Neutrophils< 25%< 25%25–75%> 90%
Crystal microscopyNoneNonePossible (gout, CPPD)None (unless coexists)
Gram stain/CultureNegativeNegativeNegativePositive

[16]

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.

High Yield — Septic Arthritis in RA Patients

RA patients are at increased risk of septic arthritis (damaged joints, immunosuppressive therapy). A sudden flare of a single joint in RA must be aspirated and sent for Gram stain/culture — do not assume it is just a flare [15][22].


ConditionRFAnti-CCPANAHLA AssociationOther Antibodies
RA+ (70–80%)+ (70%, > 95% specific)± (low titre in ~30%)HLA-DR4—
SLE± (~20%)Rare+ (≥ 95%)HLA-DR2/DR3Anti-dsDNA, anti-Sm
PsAUsually –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]:

FeatureSeropositiveSeronegative (SpA)
DemographicsF > MM > F
Peripheral arthritisSymmetrical, peripheral small joints (PIP, MCP)Asymmetrical, peripheral + axial joints
Extra-articularRaynaud's phenomenonAcute anterior uveitis, GI symptoms (IBD), GU symptoms (reactive arthritis), psoriasis (PsA)
RFPositiveNegative
HLA-B27NegativePositive

[16]


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:

  1. 1987 ACR (American College of Rheumatology) criteria — designed for established/classified RA
  2. 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].

#FeatureDescription
1Morning stiffnessMorning stiffness in and around the joints, lasting at least 1 hour before maximal improvement [3][4]
2Arthritis 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]
3Arthritis of hand jointsAt least 1 area swollen in a wrist, MCP, or PIP joint [3]
4Symmetric arthritisSimultaneous involvement of same joint areas on both sides of body [3]
5Rheumatoid nodulesSubcutaneous nodules over bony prominences or extensor surfaces or in juxta-articular regions [3][4]
6Serum rheumatoid factorAbnormal amount of serum rheumatoid factor (IgM) [3][4]
7Radiographic changesRadiographic 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:

DomainCategoryPoints
A. Joint involvement1 large joint0
2–10 large joints1
1–3 small joints (± large joints)2
4–10 small joints (± large joints)3
> 10 joints with at least 1 small joint5
B. SerologyRF− AND ACPA−0
Low-positive RF OR low-positive ACPA2
High-positive RF OR high-positive ACPA3
C. Acute phase reactantsNormal CRP AND normal ESR0
Abnormal CRP OR abnormal ESR1
D. Duration of symptoms< 6 weeks0
≥ 6 weeks1

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.


Feature1987 ACR2010 ACR/EULAR
PurposeClassify established RAClassify early RA
Threshold≥ 4 of 7 features≥ 6 of 10 points
Duration requirementCriteria 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 7Not required (but sufficient alone)
Rheumatoid nodules?Included as criterion 5Not included
SensitivityLower for early RAHigher for early RA (82%)
SpecificityHigher for established RALower (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:

  1. Tender joint count (out of 28 joints)
  2. Swollen joint count (out of 28 joints)
  3. ESR or CRP (depending on DAS28-ESR vs DAS28-CRP)
  4. Patient global assessment (VAS 0–100)
DAS28-ESR ScoreInterpretation
< 2.6Remission
2.6–3.2Low disease activity
3.2–5.1Moderate disease activity
> 5.1High 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].

InvestigationWhat to Look ForWhy
CBCNormocytic 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.
LFTBaseline before starting hepatotoxic drugs (MTX, leflunomide)Methotrexate is hepatotoxic — need baseline and regular monitoring
RFTBaseline renal functionNSAIDs are nephrotoxic; some DMARDs need dose adjustment in renal impairment
HBsAg, anti-HCVScreen for hepatitis B and CBefore starting immunosuppression — risk of viral reactivation (especially HBV on rituximab, MTX, steroids). Extremely important in Hong Kong where HBV prevalence is ~7–8%.
G6PDScreen for G6PD deficiencyBefore 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].

MarkerInterpretation 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.
InterpretationBoth 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].

TestTargetSensitivitySpecificityClinical 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

RFAnti-CCPInterpretation
++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)

TestPurpose
ANAScreen for SLE, Sjögren's, other CTD. Low-titre ANA can be positive in ~30% of RA (non-specific).
Anti-dsDNA, C3/C4If SLE suspected
HLA-B27If spondyloarthritis suspected
Serum urateIf gout suspected (check 2 weeks after acute flare resolution)
Viral serologyHBV, 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].

ParameterRA FindingSignificance
AppearanceCloudy/translucent, yellowInflammatory exudate
ViscosityLowHyaluronidase in inflammatory fluid degrades hyaluronic acid → loses viscosity (cf. normal/OA where viscosity is high)
WBC count2,000–50,000/mm³Inflammatory range
Neutrophils50–70%Neutrophil-predominant (but less so than septic, where > 90%)
CrystalsAbsentRules out gout/pseudogout
Gram stain/cultureNegativeRules 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]:

StageX-ray FindingPathophysiological Basis
1 (Earliest)Soft tissue swelling and widened joint spaceSynovial inflammation → effusion → distension of joint capsule
2Juxta-articular (periarticular) osteopaeniaHyperaemia and disuse → increased osteoclast activity in bone adjacent to inflamed joint [20]
3Joint space narrowingCartilage destruction by pannus — loss of articular cartilage = loss of joint space [20]
4Periarticular (marginal) erosionsPannus destruction of unprotected bone at insertion of joint capsule — the "bare area" where synovium meets bone without cartilage covering [20]
5 (Late)Subluxation, deformity, ankylosisEnd-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

FeatureRAOAPsA
Joint spaceUniform narrowingNon-uniform narrowingVariable
ErosionsMarginal, periarticularAbsent (subchondral cysts instead)Marginal + "pencil-in-cup"
OsteophytesAbsentPresent (hallmark)Absent/rare
Periarticular osteopaeniaPresentAbsent (subchondral sclerosis instead)May be present
New bone formationAbsentOsteophytesPeriostitis, ankylosis
DistributionMCP/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].

FeatureDetail
SynovitisGrey-scale shows thickened hypoechoic synovium; Power Doppler shows increased vascularity = active inflammation
TenosynovitisFluid/thickening around tendons within tendon sheaths
ErosionsCan detect small erosions earlier than X-ray — cortical breaks visible on ultrasound before they become apparent on plain film
EffusionAnechoic/hypoechoic fluid within joint
Subclinical diseaseCan detect subclinical inflammation — allows more aggressive early treatment even when physical exam is equivocal
Baker's cystPosterior knee cyst (popliteal cyst) — common in RA, can rupture and mimic DVT
Guided aspirationReal-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].

FeatureDetail
SynovitisPost-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.
ErosionsEarlier detection than X-ray — MRI can show cortical breaks before they are visible on plain film
TenosynovitisFluid/enhancement within tendon sheaths
Atlantoaxial subluxationAssessment of C1/C2 instability and spinal cord compression — mandatory before GA/intubation
Cervical myelopathySignal 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.

CategoryInvestigations
Baseline bloodsCBC, LRFT, HBsAg, anti-HCV, G6PD [1]
Inflammatory markersCRP, ESR
SerologyRF, anti-CCP
Additional serologies (if DDx)ANA, anti-dsDNA, C3/C4, HLA-B27, serum urate, viral serology
UrinalysisProteinuria (amyloidosis, drug toxicity)
ImagingXR 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 screeningLatent 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:

  1. Hb 7.5, MCV 70 → microcytic anaemia
  2. 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.
  3. CRP 8, ESR 70 → active systemic inflammation
  4. Platelet 410 (high) → reactive thrombocytosis (IL-6 driven)
  5. 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]:

  1. Early initiation of DMARDs — the earlier you start, the better the long-term outcome [28]
  2. Treat-to-target: aim for low disease activity or clinical remission [1][20][28]
  3. Aim to prevent joint damage and preserve daily function [28]
  4. 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].

ModalityDetailRationale
Patient education and counsellingDisease nature, drug compliance, pregnancy planning, fertility issues, expectationsPoor 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 physiotherapyROM exercises, strengthening, aerobic conditioningMaintain joint mobility, prevent contractures, reduce muscle wasting. Must be gentle during flares.
Occupational therapyJoint protection techniques, splinting, assistive devices, workplace modificationsReduce stress on inflamed joints. Resting splints can reduce pain and prevent deformity.
PodiatryOrthotics, cushioned footwearOffload pressure from MTP joints (cock-up toes, metatarsal head callosities)
Smoking cessationStrongest modifiable risk factorSmoking worsens disease activity, accelerates erosions, reduces DMARD efficacy [20]
Cardiovascular risk optimisationLipid management, BP control, diabetes screeningRA is an independent CV risk factor (1.5–2× increased CV mortality from accelerated atherosclerosis)
ImmunisationInfluenza (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 modificationErgonomic adjustmentsReduce repetitive joint stress

Overview of Drug Categories

CategoryExamplesKey Feature
Symptomatic reliefAnalgesics, NSAIDsPain control only — do NOT modify disease course
GlucocorticoidsPrednisolone, methylprednisoloneRapid anti-inflammatory — bridging while DMARDs take effect
Conventional synthetic DMARDs (csDMARDs)Methotrexate (anchor), hydroxychloroquine, sulfasalazine, leflunomideModify disease course — slow or halt progression
Biological DMARDs (bDMARDs)Anti-TNF, anti-IL-6, anti-CTLA4, anti-CD20Target 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].

DrugMechanismRole in RACautions
ParacetamolCentral COX inhibition + serotonergic pathways (exact MOA debated)Simple analgesia, first-line for painHepatotoxicity in overdose; limited efficacy in inflammatory pain
NSAIDs (non-selective) e.g., naproxen, ibuprofen, diclofenacInhibit COX-1 and COX-2 → reduce prostaglandin synthesis → anti-inflammatory + analgesic + antipyreticInitial 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, etoricoxibSelectively 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 NSAIDsStill 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].

AspectDetail
RationaleDMARDs (especially MTX) take ~6–12 weeks to reach full effect. Steroids provide rapid symptom relief during this "lag" period.
DosingLow-dose oral prednisolone (≤ 7.5–10 mg/day); taper rapidly once DMARD effect sets in
Flare managementShort courses ( < 1 month) very effective; IM injection can be used for systemic flares [20]
Intra-articular steroidsUseful for mono/oligoarticular flares — e.g., triamcinolone injection into a single inflamed knee [20]
Long-term useShould be avoided [20]. S/E at > 10 mg/d: osteoporosis, DM, Cushingoid features, infections, cataracts, adrenal suppression, growth restriction (children)
IA steroid risksTendon 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].

AspectDetail
Full nameMethotrexate — "metho" (methyl), "trex" (related to pteridine/folic acid), "-ate" = folate antagonist
MechanismInhibits 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.
DosingCommon 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 supplementation5 mg folic acid on the day AFTER MTX (or on non-MTX days) to reduce S/E (stomatitis, nausea, myelosuppression) without reducing efficacy
ContraindicationsPregnancy (Category X — teratogenic), chronic kidney disease [28], significant liver disease, active infection, pre-existing bone marrow suppression, significant ILD
Side effectsNausea, stomatitis (mouth ulcers), hepatotoxicity (fibrosis/cirrhosis with chronic use), myelosuppression (pancytopaenia), methotrexate pneumonitis (hypersensitivity lung reaction — acute onset dyspnoea + fever + dry cough), infections, teratogenicity
MonitoringCBC, LFT, RFT — at baseline, then every 2–4 weeks for 3 months, then every 3 months
Drug interactionsTrimethoprim (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:

  1. Weekly dosing only — daily dosing causes fatal pancytopaenia
  2. Always co-prescribe folic acid — reduces toxicity
  3. 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.

AspectDetail
NameHydroxy-chloro-quine — a hydroxylated derivative of chloroquine (the antimalarial)
MechanismInhibits 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.
IndicationMild RA (often in combination with MTX); also used in SLE (all patients unless C/I)
Side effectsGI disturbance (most common S/E requiring discontinuation [3]), skin hyperpigmentation, myopathy, neuropathy, corneal deposits (reversible), retinopathy (Bull's eye maculopathy — irreversible) [3][20]
MonitoringBaseline ophthalmological examination required; annual screening after 5 years of use [3][20]
AdvantagesSafe in pregnancy (one of few DMARDs safe in pregnancy), no myelosuppression, no hepatotoxicity

AspectDetail
NameSulfa-sala-zine → compound of sulfapyridine + 5-aminosalicylic acid (5-ASA)
MechanismNot 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.
IndicationRA (as part of combination csDMARD regimen); also used in IBD [30]
Side effectsSkin rash, haemolysis, neutropaenia, male infertility (oligospermia — reversible on discontinuation), pancreatitis [30], GI upset, hepatotoxicity
Critical screeningG6PD test before starting — sulfapyridine causes oxidative haemolysis in G6PD-deficient patients [1]
MonitoringCBC, LFT every 2–4 weeks initially, then every 3 months

AspectDetail
NameLe-FLU-nomide — mnemonic: "flu" → interferes with pyrimidine synthesis
MechanismInhibits 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)
IndicationAlternative to MTX or used in combination (MTX + LEF)
Side effectsHepatotoxicity (can be severe — monitor LFT closely), diarrhoea, hypertension, peripheral neuropathy, myelosuppression, teratogenicity
Special featureVery long half-life (~14–18 days) due to enterohepatic recirculation. Requires cholestyramine washout for rapid elimination (e.g., before pregnancy or in toxicity)
ContraindicationsPregnancy (Category X), significant liver disease, immunodeficiency

AgentNotes
AzathioprinePurine analogue → inhibits DNA synthesis; used more commonly in SLE than RA. Check TPMT (thiopurine methyltransferase) before starting — deficiency causes severe myelosuppression.
Cyclosporin ACalcineurin inhibitor → blocks T-cell activation (inhibits IL-2 production). S/E: nephrotoxicity, hypertension, gingival hyperplasia, hirsutism.
IM GoldRarely used today. Historically effective but replaced by MTX/biologics. S/E: membranous nephropathy, myelosuppression, dermatitis.

"Conventional synthetic DMARDs (csDMARDs) combinations" [28]:

StrategyDescription
Step 1: MTX monotherapyStart MTX as anchor drug, titrate to optimal dose
If persistent activity despite MTX monotherapyAdd second csDMARD [28]
Common combinationsMethotrexate + 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]

AgentTypeRouteFrequencyMechanism
InfliximabChimeric anti-TNF monoclonal antibodyIVEvery 6–8 weeksBinds and neutralises soluble and membrane-bound TNF-α
AdalimumabFully human anti-TNF monoclonal antibodySCEvery 2 weeksSame as above
EtanerceptRecombinant soluble p75 TNF receptor:Fc fusion proteinSCWeeklyActs as a "decoy receptor" — mops up circulating TNF-α before it can bind cell-surface receptors
Certolizumab pegolPEGylated Fab' fragment of anti-TNFSCEvery 2 weeksBinds TNF-α; lacks Fc portion so does not cross placenta — safest anti-TNF in pregnancy
GolimumabFully human anti-TNF monoclonal antibodySC or IVMonthlySame 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)

AspectDetail
NameTocilizumab — "-cizumab" = humanised monoclonal antibody
MechanismBlocks IL-6 receptor → inhibits IL-6 signalling → reduces acute-phase response, B-cell differentiation, Th17 differentiation
RouteIV (every 4 weeks) or SC (weekly)
Key advantageCan be used as monotherapy (without MTX) — unlike most other biologics which work best combined with MTX
Key side effectSuppresses 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).

AspectDetail
NameAbatacept — "ab" = antibody-like; CTLA4-Ig fusion protein
MechanismCTLA4-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).
RouteIV (every 4 weeks) or SC (weekly)
Key advantageMay be preferred in patients with latent TB (lower TB reactivation risk than anti-TNF), ILD
Side effectsInfections, infusion reactions

AspectDetail
NameRituximab — "-ximab" = chimeric monoclonal antibody
MechanismBinds 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.
RouteIV — two infusions of 1g, 2 weeks apart; repeat every 6 months
Key indicationUsually reserved for RF+/anti-CCP+ RA that has failed anti-TNF
Key side effectsInfusion 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].

AgentTargetRoute
TofacitinibJAK1/JAK3Oral, BD
BaricitinibJAK1/JAK2Oral, OD
UpadacitinibJAK1 (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]:

FactorCategory
High disease activity at onset (high DAS28 score)Clinical
High baseline joint damage (erosive disease)Clinical
Presence of rheumatoid nodulesClinical
Extra-articular manifestationsClinical
Persistently high CRP levelSerological
High rheumatoid factor or anti-CCP titreSerological
Positive family history of RAFamily 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].


StepTreatmentIndication
1MTX monotherapy (7.5–15 mg/week, uptitrate) ± low-dose steroid bridgeAll newly diagnosed RA
2MTX + 2nd csDMARD (LEF, or SSZ + HCQ)Persistent activity despite optimised MTX monotherapy
3abDMARD (anti-TNF, anti-IL-6R, CTLA4-Ig, anti-CD20) ± MTXPersistent activity despite combination csDMARDs OR persistent activity despite MTX monotherapy with poor prognostic factors [28]
3btsDMARD (JAK inhibitor) ± MTXAlternative to bDMARD, especially if parenteral route not tolerated. Caution in elderly with CV risk factors [28].
4Switch to different mechanism bDMARD or tsDMARDFailure of first bDMARD/tsDMARD

11.14 Role of Surgery

"Role of surgery in management of RA" [20]:

AspectDetail
AimAchieve 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)

ProcedureDescriptionIndication
SynovectomyRemoval of inflamed synoviumEarly disease, to prevent tendon rupture. Rarely done nowadays with multiple DMARDs available [20].
Arthrodesis (fusion)Artificial induction of joint ossificationC1/2 subluxation, ankle joint — gives pain-free, stable but NOT mobile joint [20]
Re-alignment osteotomyRemoval of bone parts to restore alignmentYoung patients with OA knee + genu varum → delays arthroplasty
Joint replacement (arthroplasty)Prosthetic jointMost 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 / ConcernManagement
OsteoporosisScreen with DEXA. Calcium + vitamin D supplementation. Bisphosphonates if indicated. Steroid use accelerates bone loss.
Cardiovascular riskRA is independent CV risk factor. Aggressive lipid management, BP control, smoking cessation.
Infection riskImmunisation (avoid live vaccines on immunosuppression). Pneumococcal, influenza, COVID-19, recombinant shingles vaccine. Screen for latent TB before biologics.
HBV monitoringIf HBsAg+, monitor HBV DNA regularly. Consider antiviral prophylaxis before immunosuppression.
Drug toxicity monitoringCBC + LFT + RFT every 2–4 weeks initially for MTX, then every 3 months. Ophthalmology review for HCQ.
Pregnancy planningStop MTX/LEF ≥ 3 months before conception. HCQ and SSZ generally safe. Certolizumab safest anti-TNF (no Fc → does not cross placenta).

DrugClassMOAKey S/EKey C/IMonitoring
MethotrexatecsDMARDDHFR inhibition / adenosineHepatotoxicity, myelosuppression, MTX pneumonitis, teratogenicityPregnancy, CKD, liver diseaseCBC/LFT/RFT Q2–4w → Q3m
HCQcsDMARD↑ lysosomal pH, TLR inhibitionBull's eye maculopathy, GIRetinal diseaseOphthalmology baseline + Q1y after 5y
SSZcsDMARDFolate-dependent enzyme inhibitionHaemolysis, neutropaenia, male infertilityG6PD deficiency, sulfa allergyCBC/LFT, G6PD before starting
LEFcsDMARDDHODH inhibitionHepatotoxicity, hypertension, diarrhoeaPregnancy, liver diseaseLFT closely
InfliximabbDMARD (anti-TNF)Chimeric anti-TNF mAbInfections (TB!), infusion reactionsActive/latent TB (without prophylaxis), HF, MSLatent TB screen, HBsAg
AdalimumabbDMARD (anti-TNF)Human anti-TNF mAbAs aboveAs aboveAs above
EtanerceptbDMARD (anti-TNF)Soluble TNF receptor decoyAs aboveAs aboveAs above
TocilizumabbDMARD (anti-IL-6R)Blocks IL-6 receptorSuppresses CRP, hyperlipidaemia, GI perforationDiverticulitis, active infectionCannot rely on CRP for monitoring
AbataceptbDMARD (anti-CTLA4)Blocks T-cell co-stimulationInfectionsActive infection—
RituximabbDMARD (anti-CD20)Depletes B cellsInfusion reactions, hypogammaglobulinaemia, HBV reactivationActive HBV, active infectionIg levels, HBV monitoring
TofacitinibtsDMARD (JAK inh)JAK1/3 inhibitionHerpes zoster, VTE, MACE, malignancySignificant 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:

  1. MTX monotherapy (anchor drug, 7.5–15 mg/week) + steroid bridge
  2. Combination csDMARDs (MTX + LEF, or MTX + SSZ + HCQ)
  3. 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.


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].

ComplicationPathophysiologyClinical 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 osteoarthritisAfter years of joint destruction, the damaged joint surfaces undergo degenerative changes indistinguishable from primary OAEnd-stage RA joints often show mixed inflammatory + degenerative features
Atlantoaxial (C1/C2) subluxationSynovitis at the atlantoaxial joint erodes the transverse ligament → C1 slides forward on C2Cervical 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].

ComplicationPathophysiologyKey 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 effusionTypically 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 parenchymaGenerally 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 patternRare but serious. Can also be a complication of gold or penicillamine therapy.
Bronchiectasis [31]Chronic inflammation of airways → structural damage → dilatation and recurrent infectionsMore 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.

ComplicationPathophysiologyKey Features
Accelerated atherosclerosisChronic 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 cardiomyopathyLate complication of poorly controlled, long-standing RA. Also deposits in kidneys (nephrotic syndrome), GI tract (diarrhoea, malabsorption).
Valvular diseaseRheumatoid nodules on heart valves → regurgitationUncommon
Atrial fibrillation / Heart failure [3]Chronic inflammation + amyloidosis + valvular diseaseIncreased risk in long-standing RA

ComplicationPathophysiologyKey Features
Anaemia of chronic disease (ACD) [1]IL-6 → hepcidin production by liver → hepcidin degrades ferroportin on macrophages → iron is "trapped" → functional iron deficiencyMost 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 thrombocytosisIL-6 drives thrombopoiesisPlatelet 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 depositionNephrotic 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 → neutropaeniaOverlaps clinically with Felty syndrome. Distinguished by flow cytometry showing clonal LGL expansion.
MTX-induced myelosuppressionFolate antagonism → suppressed haematopoiesisPancytopaenia. Risk increased by renal impairment, folate deficiency, concomitant trimethoprim.
SSZ-induced haemolytic anaemia [1]Oxidative stress on RBCsEspecially 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).

ComplicationPathophysiologyKey Features
Carpal tunnel syndrome [1][20]Tenosynovitis at the wrist → compression of median nerve in the carpal tunnelMost 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 compressionGradual-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 trunksCombined 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 sitesCarpal 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 inflammationStocking-glove sensory loss, paraesthesiae

"Rheumatoid arthritis: 2° Sjögren's syndrome, PUK, episcleritis, scleritis, uveitis" [12].

ComplicationPathophysiologyKey Features
Secondary Sjögren's syndrome (keratoconjunctivitis sicca)Lymphocytic infiltration of lacrimal glands → reduced tear productionMost common ocular manifestation. Dry, gritty eyes. Schirmer test < 5 mm in 5 minutes.
EpiscleritisInflammation of episclera (superficial)Mild, self-limiting, bright red eye, minimal pain
ScleritisDeeper scleral inflammation — immune complex-mediatedSevere, 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.

ComplicationCause
AA amyloidosisChronic RA → SAA deposition in kidneys → nephrotic syndrome → CKD. Now much rarer with modern DMARD therapy.
NSAID nephrotoxicityChronic NSAID use → inhibition of renal prostaglandins → afferent arteriolar vasoconstriction → reduced GFR; also interstitial nephritis, papillary necrosis
Gold/penicillamine nephropathyMembranous nephropathy (historical — these drugs are rarely used now)
MTX nephrotoxicityDirect tubular toxicity; precipitation in renal tubules (high-dose); exacerbated by dehydration and renal impairment [30]

FeatureDetail
WhoSevere, long-standing, seropositive (usually high-titre RF+), nodular RA. Fortunately now rare with effective DMARD/biologic therapy.
PathologyNecrotising vasculitis of small and medium-sized arteries (similar to polyarteritis nodosa)
ManifestationsNail fold infarcts (earliest sign), digital gangrene, skin ulcers (especially legs), mononeuritis multiplex, visceral infarction (mesenteric, coronary), scleritis/PUK
SignificanceIndicates 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 / ClassKey ComplicationsMechanism
NSAIDsUpper 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 effectsMultifactorial: catabolic effects on bone/muscle, immunosuppression, metabolic effects
MethotrexateHepatotoxicity (fibrosis/cirrhosis), myelosuppression (pancytopaenia) [1], MTX pneumonitis [10], stomatitis, infections, teratogenicity, folate deficiency [1]Direct folate antagonism; hypersensitivity (pneumonitis); cumulative hepatotoxicity
SulfasalazineHaemolytic anaemia (especially in G6PD deficiency) [1], neutropaenia, male infertility (oligospermia), skin rash, pancreatitisSulfapyridine moiety causes oxidative haemolysis
LeflunomideHepatotoxicity, hypertension, diarrhoea, peripheral neuropathyDHODH inhibition
HydroxychloroquineBull's eye maculopathy (retinal toxicity — irreversible) [1], GI upset, myopathy, neuropathyAccumulation in retinal pigment epithelium → photoreceptor toxicity
Anti-TNF agentsTB 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
RituximabInfusion reactions, hypogammaglobulinaemia, HBV reactivation, progressive multifocal leukoencephalopathy (PML — rare)Sustained B-cell depletion → reduced immunoglobulin production
JAK inhibitorsHerpes zoster reactivation, VTE, MACE and malignancy (FDA warning) [28], hyperlipidaemiaBroad intracellular cytokine signalling inhibition including IFN-γ (needed for viral control)

ComplicationMechanismManagement
Accelerated cardiovascular diseaseChronic inflammation → endothelial dysfunction, plaque instabilityAggressive CV risk management (lipids, BP, smoking). Consider RA itself as an additional CV risk factor in risk calculators.
Depression and psychological impactChronic pain + disability + fatigue + body image changes (deformity, steroid side effects)Screen for depression. MDT support. Pharmacotherapy if needed.
InfectionBoth 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]:

SystemComplications
MSSTendon rupture, joint deformities, septic arthritis
NeurologicalMononeuritis (vasculitic), entrapment neuropathy
LungPleural effusion, fibrosing alveolitis (ILD)
OthersPericarditis, lymphadenopathy, splenomegaly, anaemia, Raynaud's phenomenon, keratoconjunctivitis
Immunosuppressant useInfection, blood dyscrasia
Steroid useCushingoid 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:

  1. MTX monotherapy (anchor drug, 7.5–15 mg/week) + steroid bridge
  2. Combination csDMARDs (MTX + LEF, or MTX + SSZ + HCQ)
  3. 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).

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