Article Text


Comparison of WOMAC with SF-36 for OA of the knee or hip
  1. J G Jones1,
  2. F Leighton1
  1. 1Queen Elizabeth Hospital, PO Box 1342, Whakaue Street, Rotorua, New Zealand
    1. F Angst2,
    2. A Aeschlimann2
    1. 2Clinic of Rheumatology and Rehabilitation, 5330 Zurzach, Switzerland

      Statistics from

      Angst et al compared WOMAC with the SF-36 as tools to assess the outcome of a three to four week inpatient rehabilitation programme for people with osteoarthritis of the knee or hip.1 They concluded that both instruments capture improvement in pain levels, but functional improvement can be better detected by WOMAC. We have reservations about the use of SF-36 in this context.

      We too provide residential musculoskeletal rehabilitation of usually three weeks' duration and have been searching for a suitable instrument to assess quality of life at the time of discharge from our programme. We have rejected the SF-36 for the following reasons.

      A large majority of the questions in the SF-36 relate to the subject's experience over the past four weeks. The condition of most of our patients improves considerably over the three weeks of treatment. It is therefore not appropriate to ask how they have been over the previous four weeks. We note that the period of treatment in the report by Angst et al varies from three to four weeks.

      It is not only the length of time which makes the use of the SF-36 inappropriate in this setting, many of the questions assume the subject is living an everyday life. For example, inquiry is made about “both work outside the home and housework”, “other activities at home”, and “normal social activities with family, friends, neighbours, or groups”.

      Obviously if a person is devoting time and energy to an inpatient musculoskeletal rehabilitation programme they are in no position to be truly engaged in any of these work or social activities.

      Thus while the outcomes of our similar residential rehabilitation programme for people with osteoarthritis are in accordance with those of Angst et al, we do not feel it is appropriate to use the SF-36 to measure improvement at discharge. It is of course quite reasonable to use it before admission and at three or six months' follow up.


      Authors' response

      In their letter commenting on our article,1 Jones and Leighton deal with two major problems which might arise in the application of the SF-36 to inpatients. We would like to stimulate discussion about this issue by our following response.

      The first problem concerns the fact that many of the SF-36 items ask about subjective health status over the past four weeks at the time of administration of the questionnaire. Jones and Leighton suggest, therefore, that the results at the end of an inpatient rehabilitation (three or four weeks) reflect some kind of an average of the health status during that rehabilitation period in which most of the patients have improved considerably. We agree that this assessment is unlikely to show the maximum of improvement that may be expected at the day of discharge from the clinic or shortly thereafter. However, one can assume that the result overestimates the health status for the time periods close to the day of administration of the questionnaire (for example, at the day of discharge) owing to the fact that the response is based on the patient's memory. The same problem, but in the opposite direction, would arise if we administered the SF-36 two or four weeks after the day of discharge. Thus we possibly miss the maximal effect, which may last only a few days, but we do obtain an assessment of a certain time period, which is likely to be more valid and more clinically important than that of a single day. To take account of this point, we also reported results of the three month follow up (that is, two months after discharge) in our study1 in order to reflect the course of the effects and whether the different responsiveness of the SF-36 compared with the WOMAC remained consistent. In addition, we will publish further results of three monthly assessments up to the two year follow up of our patients during the next year.

      The second issue deals with the fact that some items ask about activities of daily living and social participation which are not demanded or hardly possible to perform during a stay in the clinic. These are mainly the items contained in questions four (4a–4d) and five (5a–5c) comprising the role physical and role emotional scales. For this reason, we reported these two scales as part of the SF-36 for the sake of completeness, but we did not include them in the analysis of the comparison of WOMAC and the SF-36. Nevertheless, item 8, which is the bodily pain scale, is also affected by this problem. Müller et al dealt with this issue recently.2 The authors created a modified SF-36m, which was adapted in items 4, 5, and 8 to the situation of a clinic stay. They concluded that bodily pain and role emotional did not show significantly different effects from those obtained by the original SF-36, but that the role physical scale was slightly more responsive in the SF-36m.

      We used the SF-36 for three reasons. Firstly, the SF-36 assesses health status comprehensively—that is, not only pain and disease-specific scales as physical function, etc but also psychometric dimensions and dimensions of social participation. As a result, it gives an overall assessment of the patient's health status which is compatible with the WHO's new ICIDH or the future ICF concept defining health.3,4 Secondly, the SF-36 can also be administered to “healthy” people and to patients with different diseases, which allows a comparison of the results with those for other patient groups and the general population. Thirdly, the SF-36 is one of the best tested, best known, and most widely used health measure all over the world.


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