Rheumatology Advance Access originally published online on April 20, 2004
Rheumatology 2004; 43: 887-895
Rheumatology Vol. 43 No. 7 © British Society for Rheumatology 2004; all rights reserved
Ultrasonography versus nerve conduction study in patients with carpal tunnel syndrome: substantive or complementary tests?
Y. M. El Miedany,
S. A. Aty1 and
S. Ashour2
Rheumatology and Rehabilitation Department, 1 Radiology Department, 2 Neuropsychiatry Department, Ain Shams University, Cairo, Egypt.
Correspondence to: Y. El Miedany, Darent Valley Hospital, Dartford, Kent DA2 8DA, UK. E-mail: yasser_elmiedany{at}yahoo.com
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Abstract
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Objective. Our aim is to assess the optimal discriminatory sonographic
criteria and relevant threshold values in patients with carpal
tunnel syndrome (CTS) and to evaluate quantitative ultrasonography
(US) as a tool for diagnosis and treatment of patients suffering
from carpal tunnel syndrome in comparison with electrophysiological
study.
Methods. Seventy-eight patients with CTS and 78 asymptomatic controls were assessed and underwent ultrasonography of the wrists. All patients and controls completed a self-administered questionnaire. Electrophysiological testing was done for all patients and control subjects. Data from the patient and the control groups were compared to determine the diagnostic relations in patients with CTS and the grade of severity.
Results. There was a high degree of correlation between the conduction abnormalities of the median nerve as detected by electrodiagnostic tests, self-administered assessment and the measurement of the cross-sectional area of the nerve by US (P<0.05). Various levels of disease severity could also be illustrated by US, giving confident results for diagnosis, treatment planning and following the patients with CTS. In 16 patients (17%) tenosynovitis/localized swelling in the tendons in the carpal tunnel was the primary cause of CTS. A cut-off point of 10 mm2 for the mean cross-sectional area of the median nerve was found to be the upper limit for normal values. Based on the results of this study, an algorithm for evaluation and management of CTS has been suggested.
Conclusion. High-frequency US examination of the median nerve and measurement of its cross-sectional area should be strongly considered as a new alternative diagnostic modality for the evaluation of CTS. In addition to being of high diagnostic accuracy it is able to define the cause of nerve compression and aids treatment planning; US also provides a reliable method for following the response to therapy.
KEY WORDS: Carpal tunnel syndrome, Ultrasonography, Nerve conduction study
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Introduction
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Carpal tunnel syndrome (CTS) is the most common form of peripheral
nerve entrapment and is particularly prevalent in middle-aged
women [
1
4]. Although it is well accepted that compression
of the median nerve within the carpal tunnel leads to the symptom
complex, the underlying aetiology is often uncertain. In most
cases carpal tunnel syndrome can be readily identified by the
examining clinician, and the clinical findings alone may be
sufficient for diagnosis [
4], while nerve conduction studies
are useful mainly in the less typical cases and in cases in
which other conditions, such as entrapment of other nerves,
cervical neural compression, demyelinating disease, diabetes
or peripheral neuritis, could cause confusion. Although nerve
conduction studies have been reported in some studies to be
highly specific [
5], other studies noted a substantial false
positive and false negative rate of 1020% [
6
9].
However, while nerve conduction studies often indicate the level
of the lesion, they do not provide spatial information about
the nerve or its surroundings that could help in determining
aetiology. In recent years, imaging techniques such as magnetic
resonance imaging (MRI) [
10
13] and sonography [
14
17]
have been shown to be of value in the diagnosis of carpal tunnel
syndrome. Both have an advantage over nerve conduction study
in that they provide information about the possible causes of
CTS, such as rheumatoid arthritis tenosynovitis or synovitis
of the wrist [
18,
19]. Imaging criteria for MRI and sonography
for carpal tunnel syndrome appeared to be the same [
1,
13,
20,
21]. Compared with MR imaging, sonography has the potential
advantages of lower cost, shorter examination time and the possibility
of sonographically guided intervention and treatment. Although
more than one study was done to assess the value of quantitative
sonography in the diagnosis of CTS [
3,
11,
22,
23], these studies
were mainly concerned with investigating the sonographic features
of median nerve as well as the carpal tunnel itself in a group
of patients. The impact of such findings upon the handling of
patients suffering from the disease from the clinical point
of view and whether sonography can be used as a substantive
or a complementary tool in the diagnosis of CTS has not yet
been fully clarified. Therefore we performed this prospective
study aimed at first assessing the optimal discriminatory sonographic
criteria and relevant threshold values in patients with CTS
and secondly evaluating quantitative sonography as a tool for
diagnosis, treatment planning and follow-up of patients with
CTS in comparison with electrophysiological studies.
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Materials and methods
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Patients
This was a cross-sectional, age-group-matched casecontrol
study. Seventy-eight patients were included in this study. Eighteen
patients had bilateral symptoms. All participants had both hands
examined sonographically and electrophysiologically but we considered
each wrist separately in clinical diagnosis. Thus in total 96
hands were analysed in this work. Our patient group was 51 females
and 27 males with ages ranging between 29 and 67 years; the
limit for age matching was a 5-yr interval for both men and
women. The duration of illness ranged from 2 months to 14 months.
Definition of cases and data collection at initial evaluation
Diagnosis of CTS was based on the American Academy of Neurology clinical diagnostic criteria (1993) [24] summarized here: paraesthesia; pain; swelling, weakness or clumsiness of the hand provoked or worsened by sleep; sustained hand or arm position; repetitive action of the hand or wrist that is mitigated by changing posture or by shaking of the hand; sensory deficit or hypotrophy of the median innervated thenar muscle; symptoms elicited by the Phalen test (1 min passive forced flexion of the wrist), performed on each patient.
A detailed clinical history, a careful examination and extended neurophysiological evaluation were always performed. Laboratory investigations to diagnose any secondary cause for CTS were done for all patients. Only idiopathic CTS (with no aetiological factors) was included. Exclusion criteria included: (1) history of wrist surgery (including carpal tunnel injection) or fracture; (2) clinical or electrophysiological evidence of an accompanying condition that mimics CTS or interferes with its evaluation, such as proximal median neuropathy, cervical radiculopathy or polyneuropathy; (3) history of underlying disorders associated with CTS such as diabetes mellitus, rheumatoid arthritis, pregnancy, acromegaly or hypothyroidism. Forty-seven of our patients group underwent decompression surgery.
Control group
Seventy-eight healthy, age-group-matched subjects with no signs or symptoms of CTS were studied as a control group: 50 females and 28 males. The control subjects were either from the healthy subjects accompanying the patients during their visits to the hospital (mostly housewives) or from the hospital staff. They were subjected to full neurological and medical examination to verify their normality. All patients showed negative results on the self-administered questionnaire. In addition, they were subjected to the same laboratory investigations as the patient group. Nerve conduction studies and sonography of both wrists were done for all subjects included in the control group (total 156 hands).
Patient-oriented data: Arabic version of the Boston Carpal Tunnel Questionnaire (A-BCTQ)
A patient-oriented measurement was used: the Arabic version of the BCTQ [25]. The BCTQ evaluates two domains of CTS, namely symptoms, assessed with an 11-item scale (pain, paraesthesia, numbness, weakness, and nocturnal symptoms) and functional status assessed with an eight-item scale (writing, buttoning, holding, gripping, bathing, dressing). The questionnaire was presented in multiple-choice format, and scores were assigned from 1 point (mildest) to 5 points (most severe). No response to a certain question was given 0 points. Each score is calculated as the mean of the responses of the individual items. Patients were divided into five groups according to their mean score: extreme (4.15 points), severe (3.14 points), moderate (2.13 points), mild (1.12 points) and minimal (0.11 point) [25]. No patients showed negative results on the self-administered questionnaire. The patients who had bilateral symptoms were asked to answer two questionnaires, one for each hand separately. In order to avoid any influence of the physician or the neurophysiological data on the patient-oriented results, the A-BCTQ was always completed in the waiting room.
Electrodiagnostic evaluation
Electrodiagnostic studies were performed for all subjects included in this study according to the protocol [26, 27] inspired by the American Association of Electrodiagnostic Medicine recommendations [28] using a Dantec Keypoint. All testing was done in the same room and in similar temperature conditions. When standard tests (median sensory nerve conduction velocity in two-digit/wrist segments and median distal motor latency from the wrist to the thenar eminence) yielded normal results, we always performed further segmental over a short distance of 78 cm [29, 30] or comparative median/ulnar studies [31, 32]. F-wave testing was done for all patients. Measurements performed and cut-off points or normal values used in our study were as follows. (1) Median nerve distal sensory latency, upper limit of normal 3.6 ms. (2) Difference between the median and ulnar nerve distal sensory latencies, upper limit of normal 0.4 ms. (3) Distal motor latency over the thenar, upper limit of normal 4.3 ms. (4) Median motor nerve conduction velocity, lower limit of normal 49 m/s. (5) Median sensory nerve conduction velocity, lower limit of normal 49 m/s [33]. The severity of electrophysiological CTS impairment was assessed according to the classification reported by Padua [34]. CTS hands were divided into six groups on the basis of neurophysiological findings on all tests:
- Negative: normal findings on all tests.
- Minimal: abnormal segmental or comparative tests only.
- Mild: abnormal digit/wrist sensory nerve conduction velocity and normal distal motor latency.
- Moderate: abnormal digit/wrist sensory nerve conduction velocity and abnormal distal motor latency.
- Severe: absence of sensory response and abnormal distal motor latency.
- Extreme: absence of motor and sensory responses.
Sonography
All patients underwent high-resolution real-time sonography of the carpal tunnel (both hands) using a Diasonics Gateway Series machine and 12 MHz linear array transducer. To ensure unbiased examination, the examiner was requested not to inquire about symptoms and the patients were asked not to speak about their problem during examination. Sonographic examination was done either on the same day or within 3 days of the electrophysiological study. The sonographic examination was performed with the patient seated in a comfortable position facing the sonographer, with the forearm resting on the table and the palm facing up in the neutral position. The volar wrist crease was used as an initial external reference point, with subsequent modifications during scanning using carpal bony landmarks and internal reference points. The full course of the median nerve in the carpal tunnel was assessed in both transverse and longitudinal planes. The median nerve is located superficial to the echogenic flexor tendons and its size, shape, echogenicity and relationship to the surrounding structures and overlying retinaculum were noted. The amount of synovial fluid and the presence or absence of masses were noted. The continuity of the median nerve and any area of constriction were assessed in both the longitudinal and transverse planes. Measurements were taken for the median nerve at the carpal tunnel inlet proximally and at the carpal tunnel outlet distally. The mean cross-sectional area of the median nerve was measured by tracing with electronic callipers around the margin of the nerve at the time of sonography (direct tracing). The flattening ratio (defined as the ratio of the major axis of the median nerve to its minor axis) was also assessed at the tunnel inlet and outlet. The thickness of the flexor retinaculum was measured as close to the midline as possible in the midportion of the carpal tunnel. Measurement of the anteroposterior dimension of the carpal tunnel was also assessed at the midpoint of the carpal tunnel at the level of the distal margin of pisiform bone. Median nerve measurements were taken for both patients and control groups. Forty-seven of our patients group underwent surgery for their carpal tunnel problems. Postoperative US was done for the cases that experienced recurrence of their symptoms.
In order to assess the reliability, every seventh subject was asked to return within 24 h for a repeat US. A total of 11 CTS patients and 11 controls were assessed for this purpose.
The nature of the work was explained to all the patients and healthy subjects included in this study. All subjects who shared in this work signed information consent written according to the Declaration of Helsinki.
Statistical analysis
Statistical analysis was performed using the Student's t-test and one-way ANOVA to test differences between groups means.
2 and Fisher Exact were used for testing the association between qualitative variables. The cut-off point for cross-sectional area was calculated taking the upper limit of the 95% confidence interval for the control or the reference group. Correlation was tested using Pearson's correlation coefficient. Testretest reliability was tested using the intra-class correlation coefficient. In all tests the P value was set at 0.05 and data manipulation and analysis were performed using the SPSS Version 6.
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Results
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Ninety-six hands with carpal tunnel syndrome were studied. A
positive Phalen's sign was present in 68 hands (70%) while Tinel's
test was positive in 51 patients (53%).
Table 1 shows the baseline
characteristics of the patients and control subjects included
in this study.
In comparison with the control group (
Figs 1 and
2), US assessment
of the median nerve in the patients group showed that the swelling
of the median nerve at the entrance to the carpal tunnel appears
to be the most reliable criterion for diagnosing CTS (
Fig. 3).
The US images also demonstrated other changes in the median
nerve, such as marginal effacement from oedema and longitudinal
irregularities (
Fig. 4). Longitudinal evaluation of the abnormal
nerve, especially in those patients with moderate to severe
abnormal electromyography results, frequently revealed marked
dilatation proximal to the carpal ligament with a sharp anterior
calibre change (
Fig. 5). Comparing the US measures in the symptomatic
hands of 60 patients with unilateral carpal tunnel syndrome
with their asymptomatic contralateral hands showed similar findings
(
Table 2). In 16 patients (17%) there was tenosynovitis/localized
swelling in the tendons in the carpal tunnel as the primary
cause of CTS (
Figs 6 and
7). Electrodiagnostic studies were
found to be mildly impaired in these patients while their symptoms
and functional status ranged from moderate to severe. In patients
who suffered from post-operative recurrence of their symptoms,
interstitial oedema and tenosynovitis were found to be the main
cause (
Fig. 8). Six hands (6%) were negative on the electrophysiological
tests while only two hands were found negative on the US assessment.
One of these two negative hands showed a bifid median nerve
(
Fig. 9).

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FIG. 1. Normal wrist: transverse scan at the level of pisiform bone showing normal median nerve (hypoechoic and ovoid in shape).
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FIG. 5. Longitudinal scan showing indentation (notching) of the median nerve by the flexor retinaculum anteriorly (arrowheads).
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TABLE 2. Ultrasonographic (US) measures in the symptomatic hands of 60 patients with unilateral carpal tunnel syndrome in comparison with their contralateral asymptomatic ones
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FIG. 6. Transverse scan demonstrating an anechoic cystic lesion deep and on the radial aspect of the median nerve (arrowheads), proved to be a ganglion at surgery.
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FIG. 7. Transverse scan showing tenosynovitis of the flexor policis longus: the tendon appears swollen and surrounded by hypoechoic hallo of oedema (arrowheads), median nerve (MN). The tendon could be identified by asking the patient to move the thumb during scanning.
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FIG. 8. Transverse scan: post-operative wrist showing abnormally increased fluid surrounding and in between the flexor tendons, denoting synovitis and interstitial oedema.
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Statistical analysis showed a significant positive correlation
between the cross-sectional area of the median nerve measured
by US, as well as electrodiagnostic severity grades, with patients
oriented measurements.
Table 3 shows the distribution of the
patients according to the four modalities. Apart from four patients
(4%), patients with abnormal electromyography results demonstrated
significant correlation with US grades (
P<0.01). In addition,
results of this study showed a trend of increase in the measures,
both of flattening ratio and flexor retinaculum, with the increase
in the severity of carpal tunnel syndrome as evident from US
and electromyography findings (
Table 4). On studying the correlation
of different US measurement to each other there was significant
correlation (
P<0.05) between the cross-sectional area of
the median nerve and the flexor retinaculum measurement (
Table 5).
Statistical analysis was done using the upper limit of 95% confidence
interval to calculate the cut-off point, its specificity and
sensitivity, for a pathological mean cross-sectional area of
the median nerve that discriminates between cases versus the
control group. This was revealed to be 10.03 mm
2. Similarly
the cut-off point for the flattening ratio was found to be 0.3.
The same was done when choosing the cut-off points that discriminate
between the mild and moderate groups; as well as between the
moderate and severe groups. This study revealed that 13.03 and
15.02 mm
2 were the best cut-off points to discriminate between
both grades respectively (
Table 6).
Table 7 shows the relation
of different grades of nerve conduction studies to different
grades of median nerve cross-sectional area as assessed by US.
Results of the testretest reliability of the different
measurements of ultrasonographic examination are shown in
Table 8.
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TABLE 6. Sensitivity and specificity of US cut-off points that discriminate between different grads of CTS severity as detected by US
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Discussion
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The diagnosis of CTS is based mainly on the patient's history
and the clinical findings [
8,
35]. The value of provocative
physical tests, such as Tinel's or Phalen's tests for CTS is
controversial and results are often of doubtful clinical significance.
Confirmation of CTS is usually based on nerve conduction studies
[
36]. However, many authors have proposed that conventional
electrophysiological studies are not appropriate for detecting
mild median nerve compression and that the process causing symptoms
of CTS might not be identical to the process causing slowing
of nerve conduction [
37]. Electrodiagnostic parameters are abnormal
only if there is significant demyelination of axonal loss in
the large myelinated fibres. In addition, symptoms may be produced
by other mechanisms. Although the defined criteria of electrodiagnosis
were reproduced to minimize the false negatives in diagnosis,
including the 0.3 ms difference between the median and ulnar
or the median and radial sensory latencies [
38], these criteria
also have the potential for false positive results in diagnosing
CTS. Some authors reported more than 40% false positive results
using the 0.3 ms difference and proposed more generous criteria
[
9].
In patients with CTS, anatomical evaluation of the carpal tunnel is a strong plus in diagnosis and management. Chronic focal compression of the median nerve can lead to alteration in its morphology and cause demyelination by mechanical stress, deforming the myelin lamellae. Ischaemia can account for the intermittent paraesthesia that can occur at night or with wrist flexion [39]. Imaging techniques were unimportant in the assessment of CTS until recently. Buchberger et al. [1, 16] were the first to quantify changes in carpal tunnel syndrome using sonography. Their findings confirmed those of earlier MRI studies [40, 41]. Later on, other research was published on sonography and MRI for CTS. Current criteria for both MRI and sonography are: swelling of the median nerve at the entrance to the carpal tunnel and flattening of the median nerve and palmar bowing of the flexor retinaculum at the exit from the carpal tunnel. For MRI an additional criterion is increased signal intensity within the median nerve on T2-weighted images at the exit from the carpal tunnel in cases of CTS. Thickening of the flexor retinaculum and an increased height of the carpal tunnel, as measured from the apex of the flexor retinaculum convexity to the underlying carpal bone, are also mentioned in both MRI and sonography literature [11, 13, 2023, 42]. Thus, criteria for MRI and sonography have become similar, but are subject to discussion [43, 44].
In all patients studied, the median nerve demonstrated a consistent and statistically significant increase in cross-sectional area. Variation in the magnitude of the increases was rated corresponding to the severity of CTS as reported by the patients and electrodiagnostic studies. Furthermore, the longitudinally abrupt contour changes along the course of the median nerve were noted to varying degrees relative to the amount of increase in cross-sectional area (i.e. the greater the increase, the greater the contour deformity as the nerve flattens against the unyielding flexor retinaculum). This was confirmed by our finding of significant correlation between cross-sectional area and flexor retinaculum on studying the correlation of different ultrasonographic findings with each other (Table 3).
Our cut-off point of 10.03 mm2 for the mean cross-sectional area of the median nerve to distinguish patients from controls corresponds with the previously reported findings in the literature [14, 15, 22, 23]. In a recent study by Wong et al. [45] the authors reported choosing a cross-sectional area of 9.8 mm2 as a reliable criterion for CTS and made the diagnostic value of sonography approach that of electrophysiological study.
Assessment of cut-off points for moderate and severe cases in comparison to electrodiagnostic measures revealed that a cross-sectional area measurement greater than 13 mm2 can be considered positive and corresponds to electrodiagnostic measures in the moderate level, whereas a cross-sectional area at the level of 15 mm2 corresponds to a measure in the severe level. These data agree with the findings reported by Lee et al. [46], who found that one can be confident of determining the level of severity of median nerve neuropathy based on ultrasound measurement of its cross-sectional area. In their work, they reported that an ultrasound measurement of greater than 15 mm2 correlates with electromyography findings of moderate to severe disease and that is statistically distinguished (P<0.05) from a measurement indicating mild to moderate disease.
On assessing the correlation among modalities assessed, a highly significant positive correlation was observed between ultrasound as well as electrodiagnostic measurements; with patient-oriented measures (both the symptom and functional severity scales). This confirms the earlier published studies [47, 48] that reported that patient-oriented measures are a very reliable method for diagnosing CTS and that CTS appears to be an ideal model for the role of a patient-oriented measure in the diagnosis of disease. Padua et al. [27] found that the clinicalneurophysiological relationship is very strong, with an exponential increase in functional impairment as the classification of neurophysiological severity progresses. This study showed that, similar to the electrophysiological studies, US has a strong and significant relationship to the clinical and patient-oriented parameters and was even more sensitive than electrophysiological testing.
We believe that having a typical clinical picture of CTS with negative electrophysiological studies does not preclude a diagnosis of CTS. That was the reason why we included the six patients with a typical clinical picture of CTS and negative electrophysiological studies. Dhong et al. [47], in a study of the correlation of electrodiagnostic findings with subjective symptoms in CTS, reported that considering that patients major concerns are their subjective symptoms, we should accept electrodiagnostic data as a supporting reference. Similarly, Padua et al. [27] reported that patients with typical CTS symptoms but negative electrophysiological studies have similar symptoms, function and examination findings to the minimally affected group, which is in agreement with our results (Table 2). They hypothesized that negative patients are similar to minimally affected patients except that the neurophysiological findings are still within the normal range. Moreover, in further work Padua et al. [30] reported that it is probable that these negative patients will become positive at a subsequent neurophysiological evaluation.
Results of this study showed that there was a trend of increase in the measures of both flattening ratio and flexor retinaculum with the increase in the severity of carpal tunnel flex. While this would seem logical on looking at the flattening ratio, it still seems puzzling on considering the flexor retinaculum thickening trend. On studying the correlation of different US measurements with each other, there was a significant correlation between cross-sectional area and the flexor retinaculum, denoting its importance in the pathogenesis of the disease. These data agree with the findings reported in earlier studies [2022] and the notes made by the orthopaedic surgeons who reported an increase in the flexor retinaculum thickness in patients with CTS (personal communications).
Earlier studies showed that in interpretation of electrodiagnostic studies of the median nerve age as well as anthropometric measures should be considered [4951]. Temperature control along with consideration of age, height, finger circumference and instrumentation is imperative for the appropriate interpretation of electrodiagnostic studies. Increased weight and BMI (>29) have been suggested as risk factors for prolonged median nerve distal latency [50]. Also, height was negatively associated with sensory amplitude of both median and ulnar nerves, whereas it was positively associated with median and ulnar sensory distal latencies (P<0.01). Sex, in isolation from highly correlated anthropometric factors such as height, was not found to be a significant predictor of median or ulnar nerve conduction measures [51]. Results of this study showed that there was no difference between the patients and control groups included in the study in terms of body height and body mass index (BMI). This would rule out the anthropometric element as a factor that might alter the interpretation of electrodiagnostic measures in this work. Moreover, this adds another positive point in favour of US versus electrodiagnostic studies in assessment of carpal tunnel syndrome.
In the work done by Lee et al. [46] they suggested a new algorithm for evaluating CTS and the median nerve. That protocol classified the cases as mild and severe. However, it ignored the greater percentage of the patients who usually present with moderate compression. The results of this study offer a pragmatic approach to the management of CTS. In our suggested algorithm (Fig. 10) we classified the patients suffering from CTS into three groups (mild, moderate, severe) that match with electrodiagnostic measures. The therapeutic implications have also been clarified in our suggested algorithm. We understand that these options illustrate a change in the focus of CTS diagnosis from electrodiagnostic studies, something that some traditional rheumatologists might find difficult to swallow. However, in agreement with Lee et al. [46], considering the difficulties many patients experience with electrodiagnostic studies and the easier, faster and more reliable technique offered by US, we expect that the overwhelming majority of patients would prefer US examination to electromyography as a method for evaluating their disease. However, to evaluate the impact of this strategy on long-term outcome, randomized controlled trials are required.
In conclusion, high-frequency US examination of the median nerve and measurement of its cross-sectional area should be strongly considered as a new, alternative diagnostic modality for the evaluation of CTS. It offers high diagnostic accuracy, as indicated by high correlation with the present standard EMG as well as patient-oriented measures. In contrast to these two tools, US provides information about the possible causes of CTS and hence has a therapeutic impact regarding the management of the patients. Moreover, US provides a reliable method for following the response to therapy.
The authors have declared no conflicts of interest.
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Submitted 10 January 2004;
revised version accepted 12 March 2004.

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