PSN Library Files

Each Saving Breath John Prestwich

EACH SAVING BREATH

Richard Hill

 

Maggie and John Prestwich

John Prestwich lives just minutes from death. Paralysed, unable even to breathe, a mechanical ventilator keeps him alive. If it fails, John will be unconscious within three minutes and dead within five. He holds the Guinness World Record for being completely dependant on a ventilator for over 40 years. His ventilator gives him one thousand breaths an hour, eight and a half million a year and over 350 million since he contracted polio on his seventeenth birthday on the 24th November 1955. 1996 was Polio Awareness Year, marking forty years of the polio vaccine which, for John, came too late. Last December he and his wife Maggie celebrated their silver wedding anniversary. John was the first person with such severe disability to get married. Despite his disability he leads a busy life. He has been to the top of the Eiffel Tower, frequently attends his favourite sport, polo and regularly communicates with people all over the world by phone, fax and on the Internet, yet forty years ago he couldn’t even call a nurse.

In 1991 he was recognised as a ‘Man of the Year’. In 1994 he was awarded the MBE in the Queen’s Birthday Honours list. Early in the morning of 24th November 1955, ‘Herdsman’, a ship of the Merchant Navy, docked in Corpus Christi, Texas. Serving aboard was a young English seaman, John Prestwich. It was their last port of call and John, looking forward to being back in England for Christmas, was helping prepare the ship for unloading. He felt unwell and reported sick to the first officer, and went back to his bunk. “I needed a pee,” he said, “and I can still

everything going round, I was very wobbly.” That was the last thing John ever did on his feet.

He made it back to his bunk and fell asleep. When he woke up, he couldn’t lift his face off the pillow and was suffocating. Somehow, he managed to move his head slightly: the movement saved his life, but was the last he ever made. It was here that someone eventually found him, paralysed and petrified. “I remember waking up,” he tells, “My cabin was full of people. There was a doctor, and the Captain was there.” His final memory of that day is being taken off ‘Herdsman’; ”I remember being lifted onto a stretcher and along the deck. All I could see were faces looking down, the black sky behind, and the blazing arc docking lights on the derricks.”

Sometime later, he woke up in an iron lung at the Memorial Hospital in Corpus Christi. Polio had been confirmed. The virus had attacked the nerves in his spine, effectively blocking the brain impulses from reaching the muscles in his body. He was paralysed from the neck down and his muscle fibres were beginning to shrivel and die. Pain impulses however, from his body, back to his brain, were not affected. John could feel everything that was done to him, feel the pain and discomfort, but he could do nothing about Back in England, his mother and father received a telegram informing them of his illness. John’s mother, Norah, desperately sought help to be by her sons side in Texas. “Nobody wanted to know,” she remembers. Finally, with the help of a Roman Catholic Priest, who put his American bank account at her disposal, and with help from the Daily Mirror in London, a relay of flights was arranged. Nothing could prepare Norah for the reunion. “They gave me twenty-four hours to get over the shock.” she remembers, “It was a terrible time. ! didn’t know whether I was dreaming, having a nightmare, or whether this was reality.” She was expected to take a share of the nursing duties and slept in a bed alongside John’s iron lung, Three weeks later, on Christmas Eve, she decided to host a party for John and the nursing staff. She asked John’s doctor for directions to the nearest liquor store. “Mrs Prestwich, *’ he said, frowning, “in Texas, ladies don’t drink.” Norah shouted back; “Look darling, I ain’t no lady and I’m not from Texas. If I don’t get a drink soon! I don’t know what I’ll do.”

After three months, the U.S. Air Force made arrangements to fly John home to England in his iron lung. “The iron lung itself was pale blue, and the nurses bought me some matching pale blue pyjamas. I told them I would come back to give them a dance. Of course, I never did.” On March 5th he was airlifted home to London. Left: John, in his iron lung, is carried off the US Military Plane at London Airport. 5th March 1956 Johnny comes home in an iron lung.’ headlined the Daily Express, ‘A father wept when he saw his son carried in an iron lung down the gangway of a Globemaster plane at London Airport, Arthur Mendoza, a staff sergeant in the 1734th Air Evacuation Squadron of the US Air Force assigned as a medical technician to accompany John on the long flight home to England remembered, “We landed in London and escorted him to a hospital where he was placed into a room that had a fireplace. I thought that was unique.” John was admitted to the fever ward at the Royal Free Hospital in Hampstead.

Described by many as, “a coffin on legs,” the iron lung was developed in the 1930’s to ventilate people whose lungs had stopped functioning. John’s inert body lay inside the chamber of the machine, only his head outside. A rubber seal collar around his neck ensured an airtight cavity and a pump alternately raised and lowered the air pressure inside. To make John inhale, the pump would create a partial vacuum, which forced John’s chest to expand, drawing air into his lungs through his nose and mouth. When the pump released the vacuum, John’s chest would gently recoil and he would breathe out. This cycle repeated about 16 times each minute. His only view of the world was backwards, through a mirror mounted on the lung, in front of his face.

John’s first two years back in England were critical. “When I came back from America I wasn’t really expected to live. I was ill for a long time.” He recalls once lying in his ‘lung’ when everything began to go quiet, dark and comfortable. The incredible pain he had suffered began to fade away. * I think I was on the way out. I remember laying there in this room with an open fire at one end. I didn’t want to give in, I was interested in what was going on tomorrow. I’m sure that sometimes your illness or condition is like an enemy, that wants to kill you. I didn’t want to be killed.” John believes in the force of willpower. He’d seen people arrive at the ward, “put their face to the wall and die.” But he didn’t want to give in, “I don’t know why. Some of us are more bloody minded I suppose.” Looking at the progress and prognosis of other polio patients around him, John reasoned that as he wasn’t dead yet, he would probably recover, as many others had. He only realised the true extent of his disability when talking to a physiotherapist one day: ‘When I start moving,” he asked, “which part of me will start moving first ?.” The physiotherapists silence told him all he needed to know. He was never going to move again. “I felt so stupid,” he says, “embarrassed that I had been so naive not to realise this earlier.” As he began to take an interest in life once more, his physical and emotional condition began gradually to improve. He still couldn’t breathe, and knew that it would never be possible. He began to use a respirator – which forces air into the lungs through a mouthpiece – for short periods, enabling him to lie on a bed, and even sit in a wheelchair. But as the polio virus destroys the major motor nerves but leaves the sensory nerves intact, the pain of movement was intense. Having laid flat on his back for so long, his body bitterly protested when nurses moved his useless limbs into new positions.

John recalls his first venture out of the hospital, “l first started going out in the hospital grounds. There was a porter, George, who’d taken me under his wing and he used to shove me all over the place. We once went to the front gate and I saw all these strangers. I was ready for going back to my little shell, but George insisted on taking me round the block.” For the first time

John was free from the insulated environment of the hospital and found he was the subject of gazes, gossip and wondering whispers. “You get all kinds of reactions,” he recalls, “I could see from their faces they were probably thinking that I ought not to be let out on the street.” At that time, he says, disabled people had less freedom than now, “Most of us were put into warehouses in the hope that we kept quiet and didn’t frighten the horses.” He describes these early ventures into the outside world as “putting my toe in the water.” But then he started to do other things such as going to the cinema, the theatre, and trips round the West End. “One day we went to Brighton. I was really testing myself.” One ambition led to another. He wanted to go to the top of the Eiffel Tower. The trip had to be done in one day, because On top of the world! he slept in the iron lung. “It turned out to be terribly difficult,” he explains, “As soon as the airlines heard about me they put up their hands in horror.” A private plane was provided for the trip and he was flown to Paris, where he met members of the press who were covering the story. He had drinks with them at the top of the Eiffel Tower. Among the many newspapers who reported the trip the following day was the London Daily Herald; ‘They reached Paris at 11.30 a.m. and were met by a car from the British Embassy. Then followed a sightseeing tour – Notre Dame, the Arc de Triomphe, the Champs Elysees, and the Eiffel Tower,’ John says, “” had to prove to myself that I could do it. I’ve never been abroad since, I’ve no desire to. I don’t need to do it again, but at the time I did.” By now John desperately wanted his own form of transport. Unsuitable in any other vehicle, John had to hire a Daimler belonging to the London clinic every time he wanted to go out, and it was made available to him only four times a year. It wasn’t enough. “What I needed was a vehicle of my own. A vehicle with glass round the sides and enough room in the back to lay down in.” John realised that the vehicle he was describing was a hearse, and placed an advertisement in The Times, ‘Hearse wanted by frustrated iron lung victim.’ Two were offered, one from students, and one from a funeral director wanting seven pounds. The latter was brought to the hospital for John to examine. “The chap who drove it was all in black with a black hat. “It was magnificent.” said John, “It had big brass headlights on the front with a huge spare wheel on the bonnet. The windows were engraved with wreaths and I thought it was lovely. But all hell broke loose.” John’s consultant turned up. He had been aware of John’s plans, but had not taken them seriously. Faced with the prospect of a hearse being parked in the hospital grounds he insisted that it should be kept elsewhere. “I had nowhere else to put it,” says John, “so I had to turn it down.” Maggie Biffen had been working as an Occupational Therapist in the USA and Canada before she arrived at the Royal Free Hospital, where she was charged with the responsibility of providing John with ‘Diversional Therapy’ which meant keeping him occupied. Someone had suggested tapestry. “It was ludicrous,” remembers Maggie, “I had to poke the needle through the cloth and put it in John’s mouth, then take it out of his mouth and push it back through the cloth again.” She taught him to paint a little with a brush in his mouth. It was hard work. Having no head movement he had to use his

tongue, jaw and face muscles to control the brush. He eventually learned sufficient control to sign his name. Maggie read to John, wrote his letters and occasionally helped with his dressing and outings. John’s cold clinical room began to take on a more homely feel. He wasn’t allowed to have a cocktail cabinet, but the hospital provided a bookcase and gradually all the books were replaced by bottles and glasses. He had a record player, television, and electric frying pan. Maggie and John began to spend their evenings listening to music, reading and enjoying snack meals together Over the next few years their relationship evolved from being purely professional to something much deeper. They began to fall in love. John was frightened. He saw himself, paralysed and penniless, as having no prospects. There was a crisis in 1962 when John had to be moved to another hospital, St. Ann’s in Tottenham, due to redevelopment at the Royal Free. He was devastated. “At the Royal Free I had created a comfortable and secure environment for myself.” The four bedded ward, where he was usually alone, had become his home. At St. Ann’s, he shared an open ward with other polio patients. But the move proved unexpectedly beneficial. He met patients in similar circumstances, but who had managed to shed the sheath of the iron lung. Many were using more portable devices called cuirass respirators. An airtight dome shaped fibreglass shell strapped in place over the chest and abdomen. Connected by a hose to a pump, it worked on the same alternating pressure principle as the iron lung, but was lighter and more portable. For the first time in seven years he could sleep on a bed, and view the world the right way round, rather than through the mirror of the iron lung. Left: John and fiancé Maggie Biffen shortly before their wedding in 1971 After work at the Royal Free, Maggie spent three evenings a week with John, sometimes staying so late that she would miss her bus home. They still had no prospects of any future ‘normal’ life together, but their relationship survived and thrived, day-to-day for the next nine years. Thoughts of marriage never entered

their minds until 1971, when John’s uncle made a deed of gift to him. It amounted to sufficient capital and income for John to leave hospital. But no one with such severe disability had ever entered into marriage, no one who required such critical constant care had entrusted their life to one woman, yet on 11th of December 1971 they were married at St. Paul’s Church in Chipperfield, Hertfordshire. In November 1980, the 25th anniversary of his contracting polio, he received a personal letter from the Prince of Wales, who had become friends with him two years earlier. And waiting for him on the local village green was a helicopter which took him on an airborne tour of London. John is frequently surprised to realise the impact he has made on people’s lives. In May 1985 he read an article in Women’s Realm. “We must continue to vaccinate our children against polio” wrote Dr Pat Last in her weekly health column.; ‘When I was a medical student, I remember helping to nurse a very handsome young man called John…., he lived in a room by himself with a noisy iron lung.” John immediately recognised himself and wrote to Dr Last who had no idea and little expectation that John was still alive. ‘I am totally certain that you are referring to me, ‘wrote John, ‘though I’m not so sure about the handsome bit!” It was Dr Last who nominated John for the RADAR (The Royal Association for Disability and Rehabilitation) and Leeds Building Society ‘Man of the Year award. At a presentation at London’s Hilton Hotel, awards were given, amongst others to such distinguished names as Brian Clough OBE, General Sir Peter de la Billiere, John Simpson CBE and Graham Gooch OBE. John characteristically felt humbled by the company and told reporters; “It is a great honour to be included with such a distinguished group of people.” For the last twenty-five years, John and Maggie have been completely independent in their home. John has a specially modified bed which also serves as a wheelchair. Beneath it is mounted a respirator and batteries so that he can travel. They have a converted ‘minibus’, and take regular outings to friends, shopping and to watch their favourite sport, polo. John controls much of his environment by whistling. A series of whistled codes detected by a microphone is converted by a computer into actions. He can thus control the television, video and hi-fi, open and close curtains and turn lights on and off. He makes and receives telephone calls. A video camera lets him see who’s at the front door, and an electronic lock lets visitors in. He uses a voice-activated computer for word-processing and games. “Forty years ago, 1 couldn’t call a nurse when I needed one, ” he remarks, and adds, ” now I can communicate with people all over the world by fax, phone and the internet.” When John entered the Guinness Book of Records as the longest survivor on a mechanical respirator, his next door neighbour’s young daughter was asked why she thought he was so special. She replied, “He’s the only man in the whole world who can answer the front door by whistling.Polio doesn’t affect the sensory nerves, just the nerves that control voluntary muscles, so John and Maggie have a healthy, but modified physical relationship. They have no children through choice. John felt he should be able to look after them properly, which he couldn’t. “So we decided not to have children.” John’s life is always under threat. Even a common cold could kill him. “One thing I hate,” he says, “is when people come up close to tell me they won’t get near me because they’ve got a cold.” Because of John’s paralysis, he cannot cough. For us, coughing may be an unpleasant inconvenience, but when the reflex fails, as in John, it can be catastrophic. If he contracts an infection, however small, the usual consequence is a lengthy stay in a hospital iron lung, coupled with frequent and painful physiotherapy and drugs to overcome the infection. Crucial to John’s well-being, and indeed his life, is the mechanics of his ventilators. Each undergoes regular maintenance in order to minimise the risk of breakdown. He has the 24 hour support of the medical and technical staff at St. Thomas’ Hospital in London. A specialist unit provides all the necessary clinical and technological back-up that people like John need to stay alive and healthy. *’With no back up, I could survive about 3 minutes if the respirator failed,” he explains, but goes on, “I’ve been taught a technique called ‘frog’ breathing, where I use my tongue and upper neck muscles to ‘swallow air into my lungs. Using this trick I could probably survive for about ten to fifteen minutes, enough tirne to take the immediate panic out of the situation.” If a respirator breaks down, or the power fails, Maggie must be ready to take immediate action. This means that she can never be too far from John’s side. When they go out shopping and John stays in the van, she can never leave him alone for more than a few minutes; “If I’m in a queue too long, I have to leave my shopping and go out to John and check that he’s allright.” Maggie says that when they got married, people though she was sacrificing her life. “When I gained my freedom,” John explains, “Maggie lost hers. I get all the sympathy and she gets all the work.” Maggie doesn’t see things that way; “Although our life seems abnormal, to us it’s very normal. We’re like two halves of an egg slotting together.” Because he can only speak when his respirator allows him to exhale, John talks in short phrases punctuated by long pauses. To compensate he speaks very sharp concise sentences, to avoid being interrupted and misunderstood. “‘If you’re paralysed and none of your muscles work,” John was once asked, *what makes you’re blood go round ?.” But the heart has its own nerve centre which sends impulses independently of the brain and so will continue to beat automatically providing is getting an adequate supply of oxygenated blood. The muscles of breathing however, depend on striated voluntary muscles to work and have to be driven by a nerve centre which is situated in the brain stem. In 1994, John was awarded the M.B.E. in the Queens Birthday Honours list. “They said it was for service to disability,” he says, “I think perhaps I’d touched people’s lives. I’d been around so long, they probably thought they ought to give the old sod something.” Polio remains a major killing and disabling disease in Africa, India, China and south-east Asia, some of the most populated parts of the world. Although the virus is under control in the UK, John cautions complacency, “although polio isn’t the devastating scourge it once was, the virus has not been eliminated so it remains vital to continue to take up the vaccination.” To mark the 40th anniversary of the vaccine, the British Polio Fellowship designated 1996 as Polio Awareness Year. Polio dramatically changed John’s life, but he puts his own disability in perspective, “Many people look at me and think poor old John,” he says, “but it’s not like that at all. People need people. There are many people in this world who aren’t loved by anyone or anything. I’m very lucky” Of Maggie he says, “She’s a very good woman, without doubt. She’s given me the push when I’ve needed it. She gives me the power to survive.” In December last year John and Maggie celebrated 25 years of marriage. In 1955 John wasn’t expected to live more than 25 hours. Breathtaking. If you would like to send an e-mail to John and Maggie, the author will be pleased to forward any e-mails. Click here to send your e-mail to the author. The Science Museum in London has a fine example of a 1930’s iron lung.

A Summer Plague, a new book on the history of polio and it’s survivors, written by Tony Gould, who himself contracted polio, is published by the Yale University Press. ISBN O 300 062923

Further information on polio can be obtained from: The British Polio Fellowship., Ground Floor, Unit A, Eagle Office Centre, The Runway, South Ruislip, Middlesex. HA4 6SE. Telephone 0181 842 1898 / 0181 842 3600

Each Saving Breath John Prestwich Read More »

A being breathing thoughtful breath history iron lung

A being breathing thoughtful breath

The history of the British Iron Lung 1832 – 1995

Richard Hill

(Winner of the 1995 Lord Brock Memorial Historical Essay Prize – Guy’s Hospital., London)

This page has been extensively redesigned to provide as much information as possible. It

also contains several good quality images.

©1995 Richard Hill Illustrated web page created © 2001 Richard Hill

© No commercial usage of this work is allowed without prior written permission. All rights reserved.

Most people under the age Below: A Drinker Iron Lung in use in 1937. of 40 are unlikely ever to have seen an iron lung, yet forty years ago, these medical mechanical monsters would have been a common sight in most hospitals throughout the country. Through the late 1920’s and into the 50’s, the iron lung was considered to be state of the art, high tech, life support technology. Indeed medical students of the time would have learnt about such devices as a recommended treatment for respiratory paralysis, used to maintain life for those whose breathing capabilities had been impaired or destroyed by poliomyelitis. They were non-invasive in the sense that no part of the device penetrated the patient. In truth, it was the patient who was invasive to the machine. The whole body was enclosed within the air tight chamber of the device, apart from the head which protruded through a tight seal around the neck. For each inspiration, a large set of leather bellows mounted in a separate pump unit would expand causing the pressure within the cabinet to be lowered to below that of the surrounding atmosphere. This sub-atmospheric pressure in turn acted upon the chest, causing it to expand, thereby drawing fresh air into the lungs through the patients mouth. During expiration, the pressure equalised to atmospheric, and the patient exhaled passively. This method of artificial respiration became known as External Negative Pressure Ventilation (ENPV), but the idea was not new. The first scientist to appreciate the ‘ mechanics’ of respiration was John Mayow (1641-1679) who, in 1670, demonstrated that air is drawn into the lungs by enlarging the thoracic cavity. He built a model consisting of a bellows inside which was inserted a bladder. The mouth of the bladder was sealed to the opening in the bellows so that air could pass into the bladder, but no additional

air could enter the cavity between the bladder and the bellows. Expanding the bellows caused air to rush into the bladder and conversely compressing the bellows caused the bladder within to expel air. It was this very principle that would lead to the development of ENPV devices over a century and a half later. In 1832 in an essay entitled ‘On Sleep, and an Apparatus for Promoting Artificial Respiration’, a Scottish physician John Dalziel described a device that in cases of respiratory depression or failure, the patient might gain relief by having a sub-atmospheric pressure applied to the body rhythmically in phase with inspiration.

Alexander Graham Bell, the inventor of the telephone, also turned his thoughts to artificial ventilation, prompted perhaps by the death of his one day old son Edward on 15th August 1881. He invented a ‘vacuum jacket’ while on a visit to England the following year. It consisted of a rigid shell in two halves with a soft lining, which was strapped around the chest and a bellows provided the negative pressure. He lent it to ‘some gentleman connected with the University College in London who promised to experiment with the jacket, but apparently did not do so. The jacket was eventually recovered and in 1892 Bell improved on the design. The following extract is taken from a facsimile of a note written in Bell’s own hand; the originals includes a sketch of the device: 1892 Aug 14 – Wed. Old vacuum jacket made in England for me – many years ago – and recovered by W.McCurdy from Prof Yeo at King’s College – London – has been put in order for trial. Brass pipe attached seemed to have too small diameter so it has been removed and larger tube fabricated – 1 1/2″ diam. John McKillop submitted to experiment – seems to work perfectly. W.Ellis worked bellows. John McKillop stated that he made no effort to breathe – yet a piece of paper was moved to and fro when held in front of

Alexander Graham Bell’s original sketch of his vacuum jacket

Throughout the nineteenth century, physicians and engineers world-wide experimented with, and developed ENPV devices. Dr Alfred F Jones (USA) 1864, Ignez von Hauke (Austria) 1874, Eugene Joseph Woillez (France) 1875, Charles Breuillard (France) 1887 were a few who constructed and demonstrated such machines. Artists Impression of Woillez’s Spirophore

Woillez’s machine, an impression of which is pictured left, earned a silver medal at an exhibition of life saving devices at Le Havre in 1876. His device known as the ‘Spirophore’ is largely regarded as the forerunner of the iron lung as we now know it. But it was some years later before the iron lung would have such a widespread use. Polio in the 1920’s affected mostly children. Patients who had “anterior” polio involving the cervical and thoracic spinal cord were unable to breathe at all. Usually only a few hours elapsed from the first signs of respiratory distress to death, and those involved in the care of such patients reported that it was very painful to watch these children as they smothered or drowned in their own secretions.

In 1926, an American, Philip Drinker was appointed to a commission at the Rockefeller Institute formed to develop improved methods of resuscitation. At the time Philip’s brother Cecil and a young physiologist Lois A. Shaw were studying various aspects of respiratory physiology in cats. They found that if they placed an anaesthetised cat in a sealed box, with only the head exposed, they could accurately measure the amount of air the cat breathed. When the cat inhaled, it’s chest expanded and the pressure within the box rose because the cat was now taking up more of the volume. When the cat exhaled, the pressure fell. After watching these experiments, Drinker reasoned that the opposite should also be true. He injected the cat with curare, a deadly American arrow poison, which acts as a very powerful muscle relaxant, to a degree where breathing stops. He then, having already modified the box to include a syringe to increase and lower the pressure inside, placed the cat in the device and Successfully ventilated the animal for a few hours until the effects of the drug wore off. Drinker concluded that if it worked for a cat, that it would also work for a human, which prompted him to construct an adult sized respirator, (similar perhaps to his prototype pictured left), using a local tinsmith for the cabinet construction and a vacuum cleaner blower to provide the suction. The patient would be slid into the respirator on a garage mechanics ‘creeper’, after which the end plate was secured and a rubber collar slipped over the patients head. Within a few months in 1928 the first clinical trial was under way. An 8 year old girl, comatose from lack of oxygen was placed in the machine. Within a minute or two she regained consciousness and a little later asked for ice cream. Although this little girl died a few days later of pneumonia, the principle of External Negative Pressure Ventilation was firmly established. Dubbed by an unknown American journalist as the ‘iron lung’, Drinker’s machine was continually improved and publicised. It finally went into commercial production and by 1931 seventy Drinker Respirators were in use throughout the USA. Shortly afterwards, Drinker’s iron lung crossed the Atlantic to be marketed in the United Kingdom by licensees Siebe, Gorman and Company Ltd.

DIVING APPARATUS.

Siebe, forman

This company had for many years led the development of deep diving and submarine techniques and equipment. The firm’s activities had widened to embrace all aspects of breathing under abnormal conditions. Under the chairmanship of Sir Robert Davis, the company made the first iron lung available in the UK from their headquarters at 187 Westminster Bridge Road, a remarkable coincidence perhaps, being so close to St. Thomas’ Hospital, one of the only hospitals in the country still to use iron lungs in the 1990’s as will be described later

The Drinker Iron Lung on the left is thought to be that same first iron lung supplied by Siebe-Gorman in the UK. The patient is believed to be a young Fred Naylor and his presence in the iron lung was widely reported in the national press. In later years, Fred became a patient at the Phipps Respiratory Unit. Fred also wrote the book ‘After Fortune Green’. In 1937 The London County Council commissioned an Australian Engineer called Both to design a cheaper alternative to the Drinker iron lung. In Oxford, Lord Nuffield, who founded the Morris Motor Car Company, had been shown a film that featured a Both iron lung, and the same evening, by coincidence, he read a newspaper headline about an iron lung arriving too late to save a life. Lord Nuffield became immediately interested in the iron lung project and, at a cost of £97 each, manufactured in his Cowley factory 800 ‘Both’ Iron lungs which he donated to hospitals throughout the commonwealth (pictured right). Suprisingly, this generous donation did not entirely please the doctors of the time. The device was still only experimental and Lord Nuffield was bitterly attacked by the medical press for jumping the gun and imposing the ‘Both’ iron lung on the profession, even to the extent of branding it “a wanton waste of private benevolence”. A Pathe’ Newsreel in December 1938 demonstrated the ‘Both’ iron lung to the cinema-goers of the time. In it Lord Nuffield commented “I sincerely hope that my gift will be the means of saving many valuable lives.” By March 1939 there were 965 of these iron lungs in use in the UK and beyond. In his diary following a visit to a hospital in Malta in August 1943, Noel Coward recorded: “One poor man with some sort of rheumatic paralysis had been in an iron lung for eight months. He was wonderfully cheerful and he had a photograph of his wife stuck on the ceiling so that he could smile at her quite easily.”

Although a small number of ‘Both’ iron lungs were in use until relatively recently the Both had a number of limitations. Not least of these limitations was its’ space requirement. The patient had to be slid into and out of the cabinet for nursing purposes, like a filing cabinet drawer. This effectively doubled the length of the iron lung, and as space in hospitals was at a premium at the time due to the severe polio epidemic, an alternative had to be found. The ‘Both’ iron lung open for nursing procedures The ‘Both’ iron lung closed, The man behind the Alvis Motor Car Company, Captain G T Smith-Clarke (left) was commissioned in 1952 by the Birmingham Regional Hospital Board to design modifications to the Both iron lung Following some success in modifying the Both, Smith-Clarke suggested that a further advantage would be if the whole cabinet could be split as to open like the jaws of an alligator, with the lid hinged at the foot end. This meant that means for withdrawing the patient would become unnecessary, and that the patient would become immediately accessible for nursing purposes. This technique demanded an entirely new design and in the autumn of 1952, a scale model had been built to demonstrate the feasibility of the principle. Local interest was awakened and in 1953, during the coronation procession in Coventry, about £800 was raised which was added to what became known as the Coventry iron lung fund. In June 1953, the Ministry of Health, announced this entirely new type of iron lung and on 3rd April 1954, it was described in the Lancet by J.F.Galpine, Consultant in Infectious Diseases in Coventry. This iron lung (pictured right) became known as the Smith-Clarke Coventry Alligator Cabinet Respirator. The prototype respirator had a glass fibre lid, but the first production model, manufactured and sold by Cape Engineering of Warwick in November 1954 was made entirely of aluminium, wood and steel. Today, this first Alligator iron lung, originally sold to the Wheatly Military Hospital in Coventry remains part of the collection of iron lungs still in use at the Lane-Fox Respiratory Unit at St. Thomas’ Hospital. In all Cape Engineering manufactured around 150 of these iron lungs between 1954 and 1967, and they were sold as far afield as Malaya, Kenya, Uganda, Nigeria and in the USSR. The first recorded use of the ‘Alligator Iron lung at St. Thomas’ was in August 1967. In 1954, the American microbiologist Jonas Edward Salk developed the first Successful vaccine against polio, and it was widely used from around 1956, but for many who had already contracted the disease, it came too late. There were still those who required prolonged artificial ventilation, and many who didn’t, who were to find that in later life, the late effects of polio would cause them to

once again to need the nocturnal support of iron lungs or other such devices. Jonas Edward Salk A Consultant Physician, Dr W Howlett Kelleher, at the Artificial Respiration Unit in the Western Hospital, Fulham had much experience in the prevention and treatment of airway complications in paralytic disease such as polio. He became convinced of the need for an iron lung in which postural drainage would be facilitated with little effort for the staff, and least disturbance to the patients. Previously, to aid patients who were too weak or too paralysed to cough up their own secretions, it had been necessary for the iron lung to be opened, the patient turned face down, the Iron lung reclosed and tilted head down by as much as 25 degrees. Physiotherapy on the patients back could then be performed by opening the porthole seals on the side of the machine allowing the Physiotherapist to insert his or her arms through the airtight seal and push on the patients’ back in phase with the pump. This had many disadvantages and risks, particularly for patients with complete paralysis. This led Dr Howlett Kelleher to design a new pattern of iron lung which he described in the Lancet on November 18th 1961. Essentially based on the ‘Alligator’, it permitted the chamber to be rotated ‘chicken spit’ fashion by up to 180 degrees in either direction. Portholes on the underside of the device allowed access for physiotherapy once rotated. In all, eleven of these ‘Rotating iron lungs’ were manufactured 10 of which remain in use at St. Thomas’ Hospital. For those who contracted polio and whose lives depended on artificial ventilation such as the iron lung, life was confined to an existence within a hospital or similar institution. The decrease in the numbers requiring artificial ventilation led to the closure of many specialist units until hardly any remained. One of the last to close was the Artificial Respiration Unit in the Western Hospital mentioned earlier. As a result of the closures, many patients found themselves relegated to the general or intensive care wards of local hospitals, who often had little experience in tending to the needs of such patients. After several years experience running London’s first general intensive care unit at St. Thomas’ Hospital, consultant anaesthetist Dr Geoffrey Spencer became increasingly concerned by the lack of rehabilitation facilities for patients who remained dependant on prolonged artificial ventilation.

Dr Geoffrey Spencer OBE

In an attempt to meet this need he created the Phipps Respiratory Unit at South Western Hospital, part of the St. Thomas’ group of hospitals.

He formed a group of nurses, nursing officer and senior social worker together with a team of three technicians to provide the support necessary if these patients were to be successfully rehabilitated to a home life. The patients called themselves ‘Responauts’, for they, like astronauts, were venturing into the unknown. The success of the

Phipps unit was soon to become Phipps Respiratory Unit – South Western Hospital – London

evident. 18 respirator dependant patients were able to leave hospital and the unit began to accept referrals from a wide area of South-East England. The unit gained knowledge and expertise in the new field of home ventilation. Soon its’ reputation spread and attracted other patients from all parts of the UK and beyond. Iron lungs and other forms of ventilators were installed by the technicians in patients’ homes throughout the UK. Regular home visits were, and are still carried out to keep these 1950’s machines in their peak condition of performance and reliability. In the mid-seventies the work of the Phipps unit had expanded to such an extent that the ‘Alligator’ iron lungs that it had so far inherited were almost all in use. It became evident that there was an urgent need for more. At first the Department of Health was reluctant to approve the £50,000 investment needed to commission the manufacture of Cape Engineering’s minimum quantity of ten, and suggested that perhaps the unit should trawl the country for unused iron lungs. Using Cape Engineering’s original sale ledger an attempt was made by Dr Spencer to trace as many ‘Alligators’ as possible. A few were traced, a small number found to be in use, many had been scrapped, and a third of those manufactured had been exported to other parts of the world, many in use by the military, their hospitals having since been donated complete as a ‘going concern’ to local inhabitants. Only a small number were eventually made available on loan to Phipps. The crisis continued even prompting parliamentary questions in the house, involving Jack Ashley MP and the then Secretary of State for Social Services Mr Alfred Morris MP who himself visited Phipps in April 1977. Eventually the Department of Health agreed funding for the ten iron lungs, but allowed only five to go to Phipps, insisting that the remaining five should be placed in storage until they were needed, one each to the Regional Health Authorities who had none. In the early 1980’s the iron lung took another step forward. There were concerns among the team at the Phipps Unit about the safety of patients using iron lungs in their homes. Many users were perfectly capable of entering and leaving iron lungs for themselves, but they had to be ‘locked-in’ by an assistant on the outside of the device. Some patients were trapped in the iron lung all night until a carer or partner, summoned perhaps by a patient operated bell, came to release them from their ‘prison’. What might happen if there were a fire, or the carer or partner were taken ill, and at the very least what could be done to improve independence for Iron lung users to get into and out of the machine as and when they pleased without relying on others ? Thus it was that in the early 1980’s, in conjunction with The Royal Brompton Hospital and Cape Engineering, the team at Phipps began examining ways of overcoming these and other difficulties associated with the ‘Alligator iron lung’. The objective was to design an iron lung that was more ‘user friendly’. It should contain the pump unit within the main body of the device. The mattress should be at the same height as a domestic bed to allow a user to lie alongside a partner if necessary. It should also be possible to transfer to and from the Iron lung easily from a wheelchair. For those users who were physically able, it should be possible to install oneself into, but more importantly get out of the device without assistance. It should be shorter, but allow more freedom of movement within the chamber. All these objectives were met and in the mid-eighties twenty of these Portable iron lungs were manufactured by Cape Warwick (formerly Cape Engineering) and very soon most were installed into patients homes (pictured right). In the mid-1980’s, Cape Warwick became a subsidiary of, and was subsequently closed down by British Tyre and Rubber Industries (BTR).

Shortly after moving to St. Thomas’ Hospital in 1989, the newly named Lane-Fox Respiratory Unit (formerly Phipps), saw a need for more Portable iron lungs, and although a survey revealed an international marketing potential, BTR under the chairmanship of Sir Owen Green believed that the profit margins were not substantial enough to justify the manufacture of any further iron lungs. Through another subsidiary however, BTR continued to hold the patents, drawings and manufacturing rights to the Portable iron lung, effectively preventing any other company from manufacturing the device. Following much pressure from Dr Geoffrey Spencer, the Lane-Fox Patients Association, and perhaps more importantly the reporting of the difficulties in the national press, BTR finally agreed to offer the manufacturing rights for sale. A number of companies were interested, among them a small engineering company in Leamington Spa, DHB Tools. Fortunately, DHB had previously worked with Cape Warwick and even employed some of the old workforce, including the consultant designer of the Portable iron lung, John Wines. DHB subsequently purchased the manufacturing rights and, in 1992 manufactured five improved Portable iron lungs called the Spencer-DHB iron lung. The Spencer-DHB Iron Lung home bedroom installation This brings us up to date with the development of the iron lung. At the time of writing (August 1995) 17 iron lungs are still in use around the UK by patients of The Lane-Fox Respiratory Unit. But what of the future?. Throughout the 70’s and early 80’s the work of the Phipps Respiratory Unit was becoming well known, and was studied by overseas healthcare institutions examining the feasibility of setting up similar projects. As Phipps was expanding the use of iron lungs in the home, research was also going on at the Unit, and in other institutions around the world, into another aspect of non-invasive ventilation for nocturnal use. This was nasal intermittent positive pressure ventilation (nIPPV), and it was to revolutionise the lives of many people who previously had depended on iron lungs for their night-time ventilatory support. The discovery in 1981 that positive pressure applied nasally relieved the obstruction to breathing in sleep apnoea, led to the creation of nasal masks, a prerequisite for nIPPV. The principle of nIPPV is reasonable straightforward. A small ventilator, about the size of a vanity case, delivers air to the patient through a small mask placed over the nose. The ventilator can be set so that each breath is triggered by any residual ability that the patient has to inspire spontaneously. Thus each patient is ventilated at their normal breathing rate. If however, the patient fails to take a breath within a set time, as occurs during sleep apnoea, the ventilator will automatically take over respiration at a preset rate. Many patients have been successfully weaned onto this form of ventilation, leaving them free to lead lives not formerly possible using an iron lung. The ability to take the ventilator anywhere they please, to travel the world, and to sleep in an ordinary bed are all ‘firsts’ for many of these patients. This has finally led to the inevitable decline in the use of the iron lung. For the first time since it’s creation in 1968 the Respiratory Unit at St. Thomas’ Hospital has offered it’s redundant iron lungs for sale.

The author, Richard Hill looks around the collection of redundant iron lungs before they and he, retire.

Reproduced by kind permission of the South London Press

The Lane-Fox Respiratory Unit, now led by Dr A J Williams, remains one of the UK’s leading centres of respiratory support and investigation of sleep disorders. Perhaps also this is where the iron lung will finally retire after years of dedicated service. At the turn of the century, the American inventor Thomas Alva Edison said: “Genius is one per cent inspiration, ninety-nine per cent perspiration.” This brief history illustrates “inspiration” in many senses of the word. This technology supports life in the form of physical and active inspiration of air into human lungs, and also the inspiration of the brain, the breathtaking genius of those who brought artificial ventilation from Dr Dalziel’s 1832 apparatus through 160 years of research and development to the micro-processor based ventilators of the 1990’s, tracing not only the history of the iron lung but perhaps witnessing the birth of Biomedical Engineering. Finally, there is of course, artistic inspiration. Iron lungs have been featured in fiction: Dick Francis, ‘Forfeit’; in autobiography: Mimi Rudulph, ‘Inside the iron lung’; in newspaper headlines: The Times, ‘Baby born to patient in iron lung’, and perhaps most astonishingly in rock n’ roll: Big Pig, ‘Iron Lung’. The last word should go to those ‘Responauts’ for whom life was not only enhanced, but even made possible by this technology: Very soon several doctors and nurses came in and wheeled my bed into another room, a big one. Quickly I was lifted onto a narrow trolley type bed, and the entire thing with me on it was pushed into a huge long white box, rather like a coffin on legs. I was completely encased except for my head. Then my neck was fastened into a kind of rubber collar and the whole machine was closed up. At that moment there was a tremendous feeling of pressure inside the box. It was breathing for me, but I didn’t understand at all. Phyll Western* 1955 aged 15

I know that I’m lucky to be alive. I’m also very aware that, if it hadn’t been for the Respiratory Unit in London, I probably wouldn’t be.

Phyll Western* 1992

or perhaps the last word should go to William Wordsworth:

‘And now I see with eye serene

The very pulse of the machine; A being breathing thoughtful breath; A traveller betwixt life and death.’

DEDICATION

‘A being breathing thoughtful breath’ is dedicated to the memory of two of my friends, Phyll Western who died in 1996, and Tom Bagshaw who died in 1997.

Both conquered and lived with polio, but lost their final battle with cancer. © Richard Hill October 1996. All rights reserved. No part of this work may be reproduced in

any form (including photocopying or storing in any medium).

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Muscle Function, Muscle Structure and Electrophysiology

Muscle Function, Muscle Structure, and Electrophysiology in a Dynamic Perspective in Late Polio

Gunnar Grimby, MD, PhD, Erik Stålberg, MD.

Reprinted from POST-POLIO SYNDROME

edited by Halstead & Grimby, © 1995

Hanley & Belfus, Inc., Philadelphia, PA.

Chapter 2, pp 15-24

Lincolnshire Post-Polio Library copy by kind permission of Dr. Grimby.

The muscular impairment in patients with a history of polio varies from none to severe. The relationship between the degree of initial involvement and the effect of various compensatory mechanisms determines the clinical picture, which changes dynamically. Early and late recovery after poliomyelitis depend on a number of factors. Clinical improvement that appears within a few weeks after the acute phase is probably due to recovery in the excitability of functional, but not degenerated, motor neurons. Degeneration of neurons, causing peripheral denervation, is compensated by collateral sprouting, i.e., by nerve twigs branching off from surviving motor units overlapping with the denervated ones. This is most likely the main factor explaining recovery within the first 6-12 months. Another late compensatory process is the increase in size of the muscle fibers. As a result of these processes, normal muscle strength and presumably normal muscle volume can be seen despite a calculated loss exceeding 50% of the number of motor neurons.

Besides the need for a certain muscle volume and, thus, potential for force development, the metabolic adaptation to endurance activity is also a key issue. It is well known that capillarization and the activity of mitochondrial enzymes adapt to a level dependent on the physical activity.[2,·13] With immobilization or reduced physical activity, these factors, of basic importance for aerobic capacity and, thus, performance in endurance activities, are reduced. In polio patients with low general physical activity, reduced aerobic muscle capacity may occur, but it is combined with marked muscle fiber hypertrophy, demonstrating different adaptation patterns for resistance and endurance activities.

In this chapter, we first describe the basic morphologic and electrophysiologic adaptations in muscle function and then review the changes that can be seen over time in persons with polio sequelae. By combining data on muscle strength, muscle structure, and electrophysiologic recordings of the size of the motor units, further insight can be obtained on these compensatory processes.

MUSCLE STRENGTH

For strength measurements, the reader should be reminded of the need for objective measurements of muscle strength in polio patients, either by special dynamometers (such as Cybex[9], Kin-Com,[10] and Lido[1] or by hand-held manual measuring devices (such as Myometer[8]). Good reliability of repeated dynamometer measurements of knee muscles has been reported by Kilfoil and St. Pierre[14] and by Grimby et al.[10] Manual muscle testing does not give reliable information in muscles with strength levels of fair (being able to move the extremity against gravity) or above, as shown already in the 1960s by Beasly[3] and illustrated in chapter 4 by Agre in this book. Isometric measurements are usually quite adequate, as isometric and isokinetic strength values correlate significantly[7] and change in parallel over time.[11]

Muscle strength can be reduced by various degrees and obviously quite differently in different muscle groups, depending on the distribution of the original polio involvement. Whether the dynamics of the compensatory processes differ between muscle groups, however, has not been studied. The stimulus for muscle fiber hypertrophy may vary between muscle groups, depending on their activity pattern.

It is possible to demonstrate a relationship between the perception of new or increased muscle weakness and measurements of reduction in muscle strength. In follow-up studies of persons with poliomyelitis sequelae, it has been possible to demonstrate significant reduction in muscle strength in those who acknowledge new weakness but not in those who do not acknowledge new muscular weakness.[10,11] Thus, in a group of 44 Swedish patients,[11] a 9% (p <0.01) reduction in strength for knee extension at 60°/s angular velocity during a 4-5 year period was demonstrated. When the patients were divided into two groups, the strength reduction was significant (16%, p <0.01) only among those who reported new muscle weakness. As a comparison, the normal age-dependent reduction in muscle strength in the age ranges of 30-70 years (mean age, 53) can be estimated to be around 2-5% during a similar time period and thus not more than about 1% per year.[5,15]

In the following chapter, we use the terms unstable and stable muscle function for those who acknowledge and do not acknowledge, respectively, new or increased muscle weakness in the tested extremity. Such a division is better than using the post-polio syndrome classification in studies comparing various muscle parameters.

MUSCLE STRUCTURE

Morphological changes in the post-polio muscle are discussed further in chapter 4 in this volume by Borg and Edström. Here, information is given mainly on the adaptive process with changes in fiber size after loss of motor neurons.

Markedly increased muscle fiber areas are seen in the polio-affected muscles,[4,9] provided that muscle strength is only slightly reduced and there is not severe muscle atrophy. According to the report by Grimby and coworkers[9] on the vastus lateralis muscle, mean fiber area was 8 x 10³ µm² in the post polio muscles compared to 4.4 and 4.1 x 10³ µm² for men and women, respectively, in the control groups. There was an increase in type I as well as type II fibers but a somewhat less increase in type IIB fibers. Similar results were found by Borg and coworkers[4] in the tibialis anterior muscle in polio subjects who were excessive users as defined from electromyography (EMG).

In a 4-5-year follow-up study, no systematic changes in mean muscle fiber area could be seen, but when the changes were analyzed in individual polio subjects, certain patterns were noted.[10] Subjects who acknowledged increased muscle weakness (unstable) did not, as a group, show a significant reduction in muscle fiber area. However, some subjects who had average fiber areas close to three times the control

values showed a reduction in size during the follow-up period, usually combined with a decrease in muscle strength, but proportionally less. Obviously, compensation by reinnervation could partially compensate for the reduction in fiber size. Other subjects (stable as well as unstable), on the other hand, showed further increase in fiber size during the follow-up period. These findings illustrate the dynamic process in which increased motor unit use due to the parallel loss of motor units can be a stimulus for further fiber hypertrophy, but also indicate that an optimal size for fiber hypertrophy may be reached. The reduction in size of these very large muscle fibers may be caused by several factors, such as basic biological mechanisms leading to reduced capacity to maintain fiber hypertrophy or fiber size reduction due to disease.

NEUROPHYSIOLOGICAL METHODS

A review of the different methods of testing in the post-polio patient is given to explain their differences as well as to highlight the chief parameters measured by each.

SINGLE-FIBER EMG (SFEMG)

The method of SFEMG is described in detail elsewhere.[19] Two parameters are usually measured. One is fiber density, a measure of the number of muscle fibers of a motor unit within a hemisphere within a radius of about 300 µm from the small recording electrode. This measure increases with changes in the topography of muscles fibers within the motor unit, typi cally in cases of reinnervation. It may also increase in myopathy, but other EMG parameters differentiate these two conditions.

The other parameter is neuromuscular jitter, an indicator of neuromuscular transmission. When neuromuscular transmission is disturbed, e.g., in myasthenia gravis, the jitter is increased. With more pronounced disturbance, there is also occasional impulse blockings due to impulse failure. Jitter, however, is also increased in conditions with ongoing reinnervation. This is usually due to immaturity of nerve endings and neuromuscular junctions. There may be both pre-synaptic and post-synaptic reasons. Increased jitter and intermittent neuromuscular blocking are seen in some of the recordings from polio patients, but to such a low degree that neuromuscular failure could only explain part of the muscular symptoms.

CONCENTRIC OR MONOPOLAR ELECTRODE EMG (CONVENTIONAL EMG)

In the most commonly used EMG technique, an EMG electrode, with a recording surface somewhat larger than the SFEMG electrode, records from 0.5-2 mm within the motor unit that normally has a diameter of 5-10 mm. The investigation consists of three phases. First, the muscle is studied at rest. Normally, no activity is recorded. Denervated muscle fibers, not yet reinnervated, usually discharge spontaneously, and so-called fibrillation potentials and positive waves are recorded. These are often signs of recent denervation. In the second phase of examination using weak voluntary muscle activation, motor unit potentials (MUPs) are studied regarding various shape parameters. Long-duration and high-amplitude MUPs reflect reinnervation and are typical of a neurogenic disease. Finally, in the third phase, the patient is asked for maximal contraction of the muscle. Normally, a large number of independently firing motor units create a “noise” signal. In cases of a neurogenic condition with loss of some motor units and reinnervation of others, the pattern during maximal contraction shows higher amplitudes of the peaks and overall a less dense signal. All these parameters can be quantitated.

In every patient with polio, at least some muscles show neurogenic changes on EMG, i.e., MUPs with long duration and high amplitudes. Such changes are often found even in muscles that are clinically

normal in strength and volume. By complete reinnervation, a full functional restoration can be achieved.

In some muscles denervation activity is seen, usually as fibrillation potentials. This is often due to denervation after recent loss of neurons as an effect of age. Sometimes, this finding may be due to local reasons, such as radiculopathy or nerve entrapment, unrelated to polio (not uncommon in nonpolio patients) or is due to unfavorable situations related to sequelae of polio. If the reason is due to local and definable causes, these should be treated if possible. If no obvious cause is found, the signs of denervation may indicate progressive neurodegeneration, which may lead to muscle symptoms.

MACRO-EMG

Macro-EMG is a relatively new method, described in detail elsewhere.[7,19] It is used to study the total electrical strength of a motor unit. The amplitude of the obtained signal depends on the number and size of muscle fibers in one motor unit. The recording electrode consists of a modified SFEMG electrode with the cannula insulated except for a 15-mm tip. The SFEMG recording surface is exposed 7.5 mm behind the tip. Recording is made on two channels using a two-channel EMG machine connected to a personal computer for analysis (Intersoft software). On one, the signal from the cannula (using a surface electrode as reference) is recorded and fed to an averager. On the other, the SFEMG recording is obtained between the small surface and the cannula. This signal serves as a trigger for the averaging process. Amplifier filters are set to 5 Hz to 10 kHz and to 500 Hz to 10 kHz for macro and SFEMG, respectively. The electrode is inserted into the voluntarily activated muscle, and a position is sought where an acceptable SFEMG potential is seen. At this moment, the averaging process starts and continues until a smooth baseline and a constant macro MUP is obtained on the “cannula” channel.

ELECTROMYOGRAPHIC FINDINGS

In a recent study[18] of 18 patients with two examinations 4 years apart, macro-EMG recordings from vastus lateralis muscle were used to quantify muscle changes. Muscle biopsies were taken in this muscle, and maximal isokinetic and isometric torque measurements of knee extension were performed. The results are briefly summarized as follows: At the initial evaluation, the macro MUP amplitudes were increased, compared to age-matched controls, by 10 times in the stable group and 16 times in the unstable group, an intergroup difference that is significant (p <0.01). There was no correlation between EMG findings and strength values during the initial examination. Four years later, the strength was unchanged in the stable group but decreased in the unstable, as described earlier, whereas the macro MUP amplitude had increased by 67% and 35% in the stable and unstable groups, respectively. This increase could not be explained by a change in fiber area, which on an average was unchanged.

In two other macro-EMG studies, no increase over time was demonstrated. In one of them,[21] this conclusion was based on the lack of correlation between macro-EMG size and time from acute polio, although the possibility of changes with time was not excluded. In the other study,[16] two examinations were performed 1 year apart with no consistent change in macro MUP.

GENERAL DISCUSSION

The dynamics of late changes after polio are summarized briefly.

FIBER SIZE

Muscle fiber hypertrophy seems to be a characteristic feature of the muscles in polio patients. The upper

limit for this compensatory factor is probably reached earlier than that for reinnervation. This is indicated by the fact that during the 4-year follow-up period, there was no further average increase in muscle fiber area in the studied group, whereas the size of the motor unit due to reinnervation continued to increase. Muscle fiber size depends on muscle activity, as already discussed, but also influences muscle strength. Thus, increased activity of motor units as a consequence of the reduction in number of motor units may be a stimulus for muscle fiber hypertrophy. In that way, muscle strength will be better maintained than it would have been without utilization of that compensatory process.

REINNERVATION

As seen from our macro-EMG studies, there is an on-going denervation/reinnervation years after the acute stage of polio. The motor units successively contain increasing numbers of muscle fibers, to a great extent reflecting the degree of reinnervation. Collateral sprouting is highly effective as a compensatory mechanism after denervation. In patients with acute polio more than 20 years ago, the motor unit size due to reinnervation is often 10-15 times the normal size.

There was no correlation between strength and Macro MUP amplitudes in our study.[18] Such a correlation was reported, however, in another study of 10 patients with L5 rhizopathy or history of polio. [20] Lack of these correlations, however, is not surprising. Strength depends on the varying combinations of the number of motor units, fiber size, and the number of muscle fibers. Furthermore, the contractile properties of reinnervating motor units may be abnormal, with less mechanical output for a given electrical signal.[6] Extramuscular factors, such as joints and connective tissue, may also play a functional role, influencing, for example, the degree of maximal muscle activation and force output. The disturbed neuromuscular transmission, typical of reinnervation, could influence the functional output, as earlier reported,[21] although this was not an important factor in our study.

DECOMPENSATION

Decompensation of the muscle changes in late polio occurs during life due to two phenomena. One is the reversion of the factors discussed earlier. With decreased daily activity and less training, decompensation related to muscle fiber size and oxidative metabolism will occur. The other factor is the continuous loss of motor neurons, as indicated by the increase in macro-EMG changes. This compensatory mechanism may already be utilized more or less completely. In such a situation, further neuronal loss leads to a functional impairment that is proportional to reduction in neurons.

The reinnervation is limited both by central and peripheral factors. The peripheral factors set the limit when a denervated motor unit is no longer overlapping with other motor units, i.e., when all muscle fibers within certain fascicles belong to one motor unit due to previous reinnervation cycles. Overlapping with another motor unit is a prerequisite for reinnervation.

The central factors are related to the status of the motor neuron. In post-polio subjects, the number of muscle fibers losing their innervation with the degeneration of each anterior horn cell is much larger than typically occurs with normal aging, where the motor units usually are only slightly increased in size. This implies a greater strain on reinnervation mechanisms in patients with earlier enlarged motor units who then have additional loss of neurons. Furthermore, the physiological aging process may be exaggerated due to increased demands on the remaining reduced motor neuron pool. For every movement involving weak muscles, a larger portion of the motor neuron pool is utilized to produce the necessary force. In addition, mechanical strains occurring with reduced muscle mass may damage the muscle at a myofibrillar level.

COMBINATION OF FACTORS

Although some statistical characteristics could be found to separate the stable and unstable groups, none of the measured morphological parameters, strength, or neurophysiological findings could be used to predict post-polio syndrome (as defined by Halstead and Rossi[12]) in the individual patient. Most EMG studies have failed to depict EMG changes that may be used to diagnose or predict post-polio syndrome. [21] Even in studies where functional tests concern individual muscles, the EMG changes may be similar in patients with unstable and stable muscle function.

Thus, muscle strength in post-polio patients reflects the dynamic changes in degeneration, compensation, and decompensation. The progressive enlargement of macro-EMG signals, as a compensatory response to loss of neurons, is only one factor in the dynamic change in muscular strength, since the change in strength is the combined effect of the number of available motor neurons, number and size of muscle fibers in each motor unit, neuromuscular transmission, and the mechanical properties of reinnervated muscle fibers. There are a number of possible combinations of denervation-reinnervation and strength that make interpretation of their relationship difficult:

  1. If there is a loss of functioning motor units, not leading to axonal degeneration and therefore not reinnervation, the macro-EMG will not change while strength decreases. This stage of inexcitable neurons may be seen in the acute phase of polio but not later in life.
  2. If reinnervation is successful, but the strength developed by each individual motor unit is decreased compared to normal motor units, macro MUP amplitude increases but strength will still be maintained. It has been demonstrated that reinnervated motor units in amyotrophic lateral sclerosis are weaker than expected from their electrical size as measured with macro-EMG,[6] and our patients may show a similar situation.
  3. Finally, and probably most importantly, reinnervation may compensate for new denervation until a maximal capacity for reinnervation is reached. After this stage, additional loss of motor units cannot be compensated. A continued loss of motor units will then present clinically as a new or accelerating decrease in strength and activity level over time and may, as a result, also be combined with reduced stimulus to maintain the marked fiber hypertrophy.

REFERENCES

  1. Agre JC, Rodriquez AA: Neuromuscular function in polio survivors at one-year follow-up. Arch Phys Med Rehabil 72:11-14, 1991. [Note. PubMed has this as 72(1):7-10] [PubMed Abstract] 2. Andersen P, Henriksson J: Capillary supply of the quadriceps femoris muscle of man: Adaptive response to exercise. J Physiol (Lond) 270:677-690, 1977. [PubMed Abstract]
  2. Beasley WC: Quantitative muscle testing: Principles and applications for research and clinical services. Arch Phys Med Rehabil 42:398-425, 1961.
  3. Borg K, Borg J, Edström, Grimby G: Effects of excessive use of remaining muscle fibers in prior polio and LV lesion. Muscle Nerve 11:1219-1230, 1988. [PubMed Abstract]
  4. Borges O: Isometric and isokinetic knee-extension and flexion torque in men and women aged 20- 70. Scand J Rehabil Med 16:45-53, 1989. [PubMed Abstract]
  5. Dengler R, Konstanzer A, et al: Amyotrophic lateral sclerosis: Macro-EMG and twitch forces of single motor units. Muscle Nerve 13:545-550, 1990. [PubMed Abstract]
  6. Einarsson G, Grimby G,. Stålberg E: Electromyographic and morphological functional compensation in late poliomyelitis Muscle Nerve 13:165-171, 1980. [PubMed Abstract] 8. Ernstoff B, Wetterqvist H, Kvist H, Grimby G: The effects of endurance training on individuals with post-poliomyelitis. (In preparation.) [PubMed Abstract]
  7. Grimby G, Einarsson G, Hedberg M, Aniansson A: Muscle adaptive changes in post-polio subjects. Scand J Rehabil Med 21:19-26, 1989. [PubMed Abstract]
  8. Grimby G, Hedberg M, Henning G-B: Changes in muscle morphology, strength and enzymes in a four–five-year-follow-up of post-polio subjects. Scand J Rehabil Med 26:121-130, 1994. [PubMed Abstract]
  9. Grimby G, Thoren-Jönsson A-L: Disability in poliomyelitis sequelae. Phys Ther 74:415-424, 1994. [PubMed Abstract]
  10. Halstead LS, Rossi CD: Post-polio syndrome: Clinical experience with 132 consecutive outpatients. In Halstead LS, Wiechers DO (eds): Research and Clinical Aspects of the Late Effects of Poliomyelitis. Birth Defects 23(4):13-16, 1987. [PubMed Abstract]
  11. Henriksson J, Reitman JS: Time course of changes in human skeletal muscle succinate dehydrogenase and cytochrome oxidase activities and maximal oxygen uptake with physical activity and inactivity. Acta Physiol Scand 99:91-97, 1977. [PubMed Abstract]
  12. Kilfoil M, St Pierre DMM: Reliability of Cybex II isokinetic evaluations of torque in post poliomyelitis syndrome. Arch Phys Med Rehabil 74:730-735, 1993. [PubMed Abstract] 15. Larsson L, Grimby G, Karlsson J: Muscle strength and speed of movement in relation to age and muscle morphology. J Appl Physiol 46:271-281, 1979. [PubMed Abstract]
  13. Ravits J, Hallet M, et al: Clinical and electromyographic studies of post-poliomyelitis muscular atrophy. Muscle Nerve 13:667-674, 1990. [PubMed Abstract]
  14. Stålberg E: MACRO EMG, a new recording technique, J Neurol Neurosurg Psychiatry 43:475-482, 1980. [PubMed Abstract]
  15. Stålberg E, Grimby G: Dynamic electromyography and biopsy changes in a 4-year follow-up study of patients with a history of polio. Muscle Nerve (in press). [PubMed Abstract] 19. Stålberg E, Trontelj JV: Single Fiber Electromyography in Healthy and Diseased Muscle. New York, Raven Press, 1994.
  16. Tollbäck A, Borg J, Knutsson E: Isokinetic strength, Macro EMG and muscle biopsy of paretic foot dorsiflexors in chronic neurogenic paresis. Scand J Rehabil Med 25:183-187, 1993. [PubMed Abstract]
  17. Wiechers DO, Hubbel SL: Late changes in the motor unit after acute poliomyelitis. Muscle Nerve 4:524-528, 1981. [PubMed Abstract] The Lincolnshire Post-Polio Network

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Muscle Function, Muscle Structure and Electrophysiology Read More »

Cause and Treatment of Post-Polio Fatigue

THE CAUSE AND TREATMENT OF POST-POLIO FATIGUE

 

Richard L. Bruno, Ph.D., Nancy M. Frick, Lh.D., Susan J. Creange, M.A., Todd Lewis, Ph.D., and Terry Molzen, M.S.

 

From: Healthy Partnerships. Ontario: March of Dimes, 1995

 

Lincolnshire Post-Polio Library copy by arrangement with the Harvest Center Library

 

Fatigue is the most commonly reported, most debilitating and least studied Post-Polio Sequelae (PPS) affecting the nearly 2 million North American polio survivors. Among polio survivors, 91% reported new or in creased fatigue, 41% reported fatigue significantly interfering with performing or completing work and 25% reported fatigue interfering with self-care activities (1,2). Fatigue was reported to be triggered or increased by physical overexertion in 92% and by emotional stress in 61%. Importantly, polio survivors distinguish between the physical tiredness and decreased endurance they associate with new muscles weakness, and a ‘brain fatigue’ that is characterized by problems with attention and thinking. Between 70% and 96% of polio survivors reporting fatigue complained of problems with concentration, memory, attention, word-finding, maintaining wakefulness and thinking clearly, with 77% percent reporting moderate to severe difficulty with these functions (3).

 

Problems with attention, memory and thinking suggest that the symptoms of post-polio fatigue cannot be explained merely by the poliovirus damaging anterior horn motor neurons (4). Autopsies performed fifty years ago on people who died after having had polio, whether they had paralysis or not, showed that the poliovirus almost always damaged specific areas in the brain (Figure 1). These damaged areas include the brain’s activating system that keeps you awake and allows you to focus your attention. The poliovirus also damaged neurons that produce neurotransmitters, including the enkephalins and endorphins (called the “body’s own morphine”) as well as dopamine and ACTH which activate the brain.

 

With poliovirus damaging the brain’s activating system, you would expect that the original polio infection should cause brain activating problems. And, reports written during the polio epidemics did describe “drowsiness,” lethargy, prolonged sleeping and even coma during the acute polio infection (7,12,21,22). One-third of patients with acute spinal, spinal and bulbar and even non-paralytic polio showed “disorientation, apathy, pronounced sleep disorder (and) irritability” (4). These mental changes were associated with the abnormal slowing of brain wave activity on the electroencephalogram (EEG). Further,

 

a high percentage of children clinically recovered from poliomyelitis insofar as motor disability is concerned, had qualitative difficulties in mental functioning such as “fatiguability and fleeting attention” for months after the acute polio (5).

 

These reports of persistent drowsiness, fatigue and fleeting attention following the acute poliovirus infection are similar to polio survivors’ recent complaints of late-onset fatigue and impaired attention (25). And, both acute and late-onset post-polio fatigue are reminiscent of nearly two dozen outbreaks during this century of post-viral fatigue syndromes (PFS) that are related clinically, historically or anatomically to poliovirus infections (26-28). These relationships and recent studies comparing post-polio fatigue and chronic fatigue syndrome will be described in an attempt to understand the cause and treatment of postpolio fatigue.

 

CAN THE POLIOVIRUS CAUSE FATIGUE?

 

Type II Poliovirus and Decreased Brain Activation. During the polio epidemics of the 1950’s, there were several small outbreaks of patients having drowsiness, prolonged sleeping, slowing of brain waves, as well as some of the symptoms of both bulbar polio and Parkinson’s disease (e.g., tremor and rigidity) (29- 30). In 1952, Type II poliovirus was isolated from one group of patients having these symptoms and it was found that the neurons in their brain activating system had been damaged.

 

The association of decreased brain activation and Parkinson’s disease symptoms remind Dr. Oliver Sacks of the “sleeping sickness” patients with Parkinson’s disease he described in his book Awakenings. The relationship between “sleeping sickness,” Parkinson’s disease and polio may be important for understanding post-polio fatigue, since all of these have conditions are associated with damage to a part of the brain activating system called the basal ganglia. For example, Parkinson’s disease (PD) patients have severe damage to one of the basal ganglia, the substantia nigra (sub-STAN-sha NYE-gra), which produces the neurotransmitter dopamine (doe-PAH-mean). PD patients often describe fatigue. “Excessive fatigue” was reported by 48% of PD patients in one study (40) while nearly one-third of PD patients reported that fatigue was their “most disabling symptom” (39). As a matter of fact, one of the first descriptions of Parkinson’ s disease (41) could serve as a definition of post-polio fatigue, i.e., a syndrome “characterized by a diminution of voluntary attention, spontaneous interest, initiative and the capacity for effort and work, with significant and objective fatiguability, and a slight diminution of memory” (38).

 

FIGURE UNAVAILABLE

 

Figure 1.

 

Brain areas lesioned by the polio virus as seen in 158 human autopsies. Severe lesions: Reticular formation (RF); vestibular nuclei (V); cerebellar roof nuclei (R); periaquiductal gray (PG). Moderate lesions: Paraventricular hypothalamic nucleus (PV); posterior hypothalamic nuclei (P); substantia nigra (SN). Mild lesions: Globus pallidus and putamen (GP); locus ceruleus (LC); median raphe nuclei (MR); preoptic hypothalamic nuclei (PO); thalamic nuclei (T).

 

“Atypical Poliomyelitis” and Chronic Fatigue. Beginning in Los Angeles in 1934 and continuing for more than twenty years, there were over a dozen outbreaks of a disease that was at first thought to be poliomyelitis, was then called “abortive” or “atypical” poliomyelitis and finally named “Myalgic Encephalomyelitis” (ME) (6). Like poliomyelitis, initial symptoms of ME included headache, neck pain, low-grade fever and muscle pain that were often followed by muscle weakness. Patients were excessively sleepy and had “conspicuous changes in their levels of concentration” that lasted for months after the initial illness. Slowing of the EEG similar to that seen in acute polio was also noted.

 

Unlike poliomyelitis, there were frequent complaints of numbness or tingling, usually no breathing problems, paralysis or muscle wasting and almost invariably no deaths. Also unlike poliomyelitis, recovery from the initial symptoms of ME sometimes required months with most patients being left with a marked “exhaustion and fatiguability” that were “always made worse by exercise (and) emotional stress.” Patients continued to have fatigue, excessive sleepiness, trouble concentrating, difficulty with word finding, memory and thinking for years after the acute episode.

 

Despite the differences between poliomyelitis and ME, an association with the poliovirus was suggested by the fact that, of the more than one dozen ME outbreaks before the introduction of the Salk vaccine, nine occurred during or immediately after outbreaks of polio and several involved hospital staff who cared for polio patients (7).

 

Type III Poliovirus and Chronic Fatigue in Iceland. A more direct association between the poliovirus and ME was seen in 1948 in Akureyri, Iceland. Patients there presented with fever, muscle pain and weakness and were at first diagnosed as having poliomyelitis. After about a month , this diagnosis was discarded as patients reported additional symptoms not typical of polio, including tingling, numbness, “nervousness” and “general tiredness.” Also unlike poliomyelitis, no deaths were reported and poliovirus was never isolated from any of these patients. When patients were reexamined six years after their original illness, 72% still had chronic “nervousness and general tiredness” and 21% reported a of “loss of memory.”

 

It was suggested that either an “unusual” and mild poliovirus or some unknown virus caused these symptoms that were called “Akureyri Disease” but are more commonly referred to as “Iceland Disease” (ID). Support for an “unusual” poliovirus as the cause came in 1955 (10). There was an extensive epidemic of poliomyelitis in Iceland caused by Type I poliovirus that coincided with and was followed by outbreaks of ID. Remarkably, two cities in which ID outbreaks were reported in 1955, as well as the area affected by the 1948 “Akureyri Disease” epidemic, were untouched by poliomyelitis. None of the children tested in the two ID-affected cities and only 13% of the children in Akureyri had antibodies to Type I poliovirus as opposed to 86% of the children tested in the polio epidemic areas. Further, following poliovirus immunization, children in one of the ID-affected cities demonstrated antibody titres to Type II and Type III polio virus that were four and twenty-five times higher than titres in a city where ID had not been reported. It was concluded that Type I poliovirus was not the cause of ID, but the citizens of the IDaffected areas had previously been exposed to something that was immunologically similar to Type III poliovirus.

 

An interesting coda to these findings is the report that when an American airman who had contracted polio in the 1955 Iceland epidemic returned to Massachusetts, a small outbreak of ID and polio occurred (11). More recent support for a relationship between poliovirus and ME came in 1989 when a “dangerously rising titre” to Type III poliovirus was documented in a patient who did not have polio but had been diagnosed with ME (12).

 

Post-Polio Fatigue and Chronic Fatigue Syndrome. A group of symptoms resembling ME was termed “Chronic Fatigue Syndrome” (CFS) following a Nevada outbreak in 1984 (13). Like ME and post-polio fatigue, CFS is characterized by complaints of chronic fatigue and trouble with concentration, memory and word finding that are triggered or exacerbated by physical exertion and emotional stress. And, although polio survivors are on average at least ten years older than patients with CFS, the years of education, sex distribution, frequency of difficulty with concentration and psychological symptoms are nearly identical in the two groups (Table 1)(17,18,19). However, unlike ME and PPS, CFS patients report recurring sore throat, swollen glands and fever, suggesting to some that CFS is caused by a recurring or chronic viral infection. It is important to keep in mind that there is no evidence that PPS is caused by a

 

persistent infection by any virus, including poliovirus (14,15).

 

Polio Survivors CFS Patients
Sample Size 276 ² 259
Age 54 (±11) ² 39 (±12)
College Graduates 40% ² 40%
% Female 73% ² 68%
I.Q. 111 (± 2) ³ 111 (± 4)
Difficulty with:
Concentration 85% ² 82%
Word Finding 82% ²
Fatigue
does not impair functioning 21% ¹ 0%
limits only social activities 13% ¹ 43%
impairs work or self-care ability 66% ¹ 57%
Depressive Symptoms 61% ² 68%
Anxiety 74% ² 71%

Table 1.

 

Comparison of demographic data and symptom frequency in polio survivors reporting fatigue and in patients with Chronic Fatigue Syndrome (CFS). ¹ : Bruno and Frick, 1987; ² : Bruno, et al., 1991; ³: Bruno, et al., 1993; : Buchwald, et al., 1992.

 

The recent occurrence of CFS has allowed it to be studied using techniques that were not available during the polio, ME and ID epidemics and now allow neuropsychologic, neuroanatomic and neuroendocrine comparisons between this newest PFS and post-polio fatigue.

 

COMPARISONS OF POST-POLIO FATIGUE AND CFS

 

Neuropsychologic Studies. Some of the subjective difficulties with attention and cognition in CFS patients and polio survivors have been confirmed with neuropsychologic testing. CFS patients and polio survivors with severe fatigue have been shown to have clinical impairments of attention and information processing speed (Table 1)(16,19). Polio survivors reporting severe fatigue required 23% to 67% more time to complete tasks requiring sustained attention and vigilance than did polio survivors with no or mild fatigue. In spite of these marked impairments of attention, CFS patients and polio survivors have been shown to have I.Q.s within the high normal or superior range and have higher than average levels of educational and professional achievement (Table 1)(17). Further, despite the high frequency of subjective complaints of memory impairment in CFS patients and in 87% of polio survivors reporting fatigue, verbal memory has been shown to be intact on testing in both groups (16,19,20). However, polio survivors have twice been shown to have trouble recalling visual information whether or not they report fatigue (7,16).

 

These findings indicate that fatigue in CFS patients and polio survivors is associated with impairment of attention and information processing speed but not of memory or thinking ability. Given the findings of frequent and severe poliovirus lesions in the brain’s activating system, it was hypothesized that damage to

 

the brain’s activating system is responsible for both fatigue and impaired attention in polio survivors.

 

Brain Scan Studies. To test this hypothesis, magnetic resonance imaging (MRI) of the brain was performed to look for evidence of poliovirus lesions in the brain’s activating system. In a first study, small areas of hyperintense signal (which look like white spots) on MRI were seen in the brain’s activating system and in the myelinated (insulated) neurons that connect the brain stem (at the bottom of the brain) to the cortex (the ‘supercomputer’ at the very top of the brain) in eleven of twelve polio survivors (1). In a second study, white spots were seen in 55% of polio survivors with fatigue but were not seen in any of the subjects without fatigue (Figure 2)(21). The presence of the white spots were not only related to increased fatigue severity, but also to problems with memory, thinking clearly, mind wandering, attention and concentration.

 

FIGURE UNAVAILABLE

 

Figure 2.

 

A 24 mm² focus of hyperintense signal (arrow) in the centrum semiovale in a 50 year old female polio survivor reporting moderate daily fatigue and frequent problems with concentration, thinking clearly, short term memory and staying awake (putamen lesion not seen in this view).

 

Hormonal Studies. The association of white spots in the brain activating system with the symptoms of post-polio fatigue suggested that the effects of poliovirus on other brain areas might also be evident in polio survivors. For example, poliovirus lesions were often seen on autopsy in the hypothalamus (hypoTHAL-ah-mus), the brain area that automatically controls the body’s internal environment and its response to stress.

 

To test the functioning of the hypothalamus, we measured polio survivors’ blood concentrations of ACTH (a-DRE-no cor-ti-co-TRO-pick hormone), one of the body’s stress hormones whose release is triggered by the hypothalamus. ACTH was measured following an an overnight fast, which is a mild stress known to cause the release of ACTH (7). ACTH was increased outside of the normal range (as it should be following stress) in polio survivors who reported mild fatigue. However, there was no ACTH increase in subjects reporting severe daily fatigue. Further, the higher the ACTH level, the lower the subjects’ reported fatigue and the less the difficulty with memory, word finding, muscle weakness and staying awake during the day.

 

These findings indicate that the hypothalamus had not been activated in the subjects with post-polio fatigue and that ACTH production is reduced in these individuals. This conclusion is interesting for two reasons. First, ACTH has been found in humans to promote alertness, increase attention and decrease fatigue by directly stimulating the brain activating system. Thus, a decrease in ACTH production may prevent brain activation and contribute to the symptoms of post-polio fatigue. Decreased activation of the hypothalamus has already been found in patients with CFS and a decrease in ACTH stimulation of the brain has been suggested as a cause of CFS (23).

 

Second, a decrease in ACTH production may be caused by a decrease in production of its parent molecule, POMC. POMC also produces beta-endorphin (BAY-ta en-DOOR-fin) which along with the enkephalins (en-KEF-ah-lins) are ‘the body’s own morphine.’ Since poliovirus also damaged the brain area that produces enkephalins, both beta-endorphin and enkephalin production may be reduced in polio survivors. A reduction in the body’s own morphine would help to explain why polio survivors have a nearly doubled sensitivity to pain (1).

 

A MODEL FOR POST-POLIO AND CHRONIC FATIGUE

 

Taken together, these findings suggest a model for the cause of post-polio fatigue:

 

Poliovirus damaged the brain activating system;

 

MRI and hormonal findings suggest that damage to the brain activating system is present today in polio survivors;

 

Neuropsychological testing shows impaired attention in patients with post-polio fatigue; Therefore, poliovirus damage to the brain’s activating system may cause decreased brain activation, impair attention and generate the symptoms of post-polio fatigue.

 

While poliovirus damage to the brain activating system would be expected to cause the sleepiness, inattention and fatigue reported during the original polio infection, it is the recurrence of these symptoms, or their appearance decades after the acute infection, that are more difficult to explain. The emergence of fatigue decades after the acute polio may result from normal age-related changes in and loss of brain activating system neurons that had survived the acute polio infection, combined with an already decreased number of neurons as a result of the original poliovirus infection. Eventually, the loss of brain activating system neurons would decrease cortical activation, reduce attention and produce the symptoms of fatigue as polio survivors reach mid-life (1). The occurrence of these symptoms during physical or emotional stress in polio survivors may reflect the ability of stressors to uncover otherwise unseen damage in the brain activating system.

 

IS FATIGUE ‘HARD WIRED’ INTO THE BRAIN?

 

The findings presented above describe an intimate relationship between impaired attention and fatigue. However, difficulty with attention is not fatigue’s only symptom. Even more disabling is the physical experience of fatigue: feelings of exhaustion, ‘passivity and an aversion to continued effort’ that generate an aversion to both mental and physical activity. However unpleasant these feelings are in man, passivity and aversion to activity have clear survival value, especially in organisms without conscious awareness that their attention and thinking speed are impaired. For example, an animal that continues to explore its environment even though its attention is impaired would be less able to direct attention on the goal of its exploration (e.g., searching for food) and would thereby waste already diminishing energy stores. More importantly, impaired attention could also render the animal unaware of dangers in its environment (e.g., a predator stalking the animal in search of its food). Thus , there would be survival value in a brain mechanism that monitors cortical activation, biases an animal toward stopping motor behavior and promotes rest when attention and thinking speed are impaired.

 

The Brain ‘Listens’ to Itself. Groups of neurons near the bottom of brain called the basal ganglia are in an ideal location to monitor the level of brain activation and stop an animal when it has too little attention to allow efficient and safe activity in its environment. All parts of the cortex connect to one of the basal ganglia, called the putamen (pew-TAY-men), which ‘listens’ to the activity level of the brain (24). If the brain is awake enough, the putamen allows us to focus attention, to move and to act. When the brain activating system turns down, the putamen stops the cortex from allowing us to move. Damage to the putamen in animals has been shown to slow movement, while damage to another of the basal ganglia, the substantia nigra, decreases or even stops movement and prevents us from focusing attention (7).

 

The importance of the basal ganglia – and especially the neurotransmitter dopamine – in focusing attention and allowing us to move is most evident in patients with Parkinson’s disease (PD). PD patients, whose damaged substantia nigra neurons produce too little dopamine, show not only slowed movement and an inability to focus attention but also excessive and disabling fatigue (7,38-41). And, remember Oliver Sacks’ Awakenings patients whose damaged basal ganglia caused both Parkinson’s disease and ‘sleeping

 

sickness.’

 

The Brain Fatigue Generator. It appears that the basal ganglia could produce the mental and physical symptoms of both normal and pathological fatigue. In normal fatigue, a long and hard day of work would slow the firing of brain activating system neurons. This decreased activity would impair attention and information processing ability (recognized by humans as symptoms of fatigue) and produce a decrease in cortical activation that would slow the firing of putamen neurons, prevent the release learned motor behaviors and slow or stop activity (Figure 3). Humans would notice problems with focusing attention, feel an aversion to activity and would be able to move only with significant conscious effort. Animals would slow or even stop their activity. In both man and animals, rest or sleep would increase the firing of brain activating system neurons, restore cortical activation, increase the firing of putamen neurons and once again allow the release of motor behavior.

 

FIGURE UNAVAILABLE

 

Figure 3.

 

A model for the brain fatigue generator. Fatigue would be produced by a reduction in reticular activating system (RAS) activity that would directly decrease cortical activation, impair attention and cognition and prevent the firing of putamen neurons (dark lines). The reduction in putamen activity would then inhibit the release of motor behavior, further decrease attention and produce the visceral feelings of ‘exhaustion’ and aversion to effort that accompany fatigue (stippled lines).

 

Pathological states such as chronic fatigue syndromes could be produced by viral damage to the brain activating system, putamen and/or dopamine-producing neurons. This damage would chronically reduce the firing of brain activating system and putamen neurons, decrease cortical activation and produce the symptoms of fatigue. Poliovirus would be expected to cause fatigue, impaired cortical activation and decreased attention since it damages all of these brain areas.

 

CLINICAL IMPLICATIONS

 

This description of the basal ganglia as the brain fatigue generator suggests that increasing brain levels of dopamine (the neurotransmitter that stimulates the basal ganglia) might ‘turn on’ the brain activating system, increase cortical activation and attention, release motor behaviors and reduce the symptoms of chronic fatigue. We are currently studying the use of a drug that stimulates dopamine receptors on brain neurons to treat post-polio patients whose fatigue has not responded to the current treatments of choice, i.e., adequate rest, energy conservation, the pacing of activities and reducing physical and emotional stress (2,17,27,28). Preliminary results show that fatigue, impaired attention and difficulty staying awake during the day decrease as the dose of the drug increases.

 

However, there is the very real danger that taking a drug that reduces fatigue will allow polio survivors to resume their hyperactive, Type A lifestyles (as they do now when they feel better following physical, occupational and psychological therapy for PPS) and further stress poliovirus-damaged, ‘metabolically vulnerable’ neurons in the brain and spinal cord. Decreasing ‘overuse abuse’ will always be necessary to treat PPS, regardless of whether a drug is found that decreases the symptoms of fatigue.

 

It is also possible that damage to the basal ganglia and a lack of dopamine may be related to other PPS symptoms. Word finding difficulties, reported by 82% of polio survivors with fatigue, appear similar both to word finding problems reported by CFS patients and the ‘tip-of-the-tongue’ phenomena seen in PD patients (Table 1)(1,7). And, in a study we have just completed, polio survivors with severe fatigue had low scores on a test of word finding ability – scores that were identical to those in Parkinson’ patients.

 

In addition, 63% of polio survivors report Generalized Random Myoclonus (GRM), the slow contraction or rapid twitching of hand, arm, trunk and leg muscles at night that disturb sleep in 33% of polio survivors (2). GRM may provide more evidence that polio survivors have a brain dopamine shortage, since GRM are similar to “periodic movements in sleep” seen in PD patients.

 

We continue to examine the possible role of the basal ganglia and dopamine in PPS to help identify the cause and treatment of not only post-polio fatigue, but also other PPS, CFS and to understand the neurophysiology of fatigue itself.

 

ACKNOWLEDGEMENTS

 

The authors gratefully acknowledge the participation of the subjects, the support of the Joel Leff Charitable Trust and Deluxe Corporation , the continued support of the George Ohl, Jr. Foundation, and the efforts and expertise of Mary Ann Solimine, R.N., M.L.S., without whom this work would not have been possible. We also thank Drs. Leonard Kurland and Oliver Sacks for their criticisms of the manuscript and Esther Carlton of Nichols Institute who provided the 11:00 AM norms for cortisol and ACTH.

 

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17. Bruno, R.L. & N.M. Frick. 1991. The psychology of polio as prelude to Post-Polio Sequelae.

 

Orthopedics. 14: 1185-1193. [Lincolnshire Library Full Text]

 

18. Bruno, R.L. 1991. Post-polio sequelae, chronic fatigue syndrome and chronic musculoskeletal pain:

 

Coincidence or causal connections? N.J. Rehab. 5:4-8.

 

19. DeLuca, J., S.K. Johnson & B.H. Natelson. 1993. Information processing efficiency in chronic

 

fatigue syndrome and multiple sclerosis. Arch. Neurol. 50: 301-304. [PubMed Abstract]

 

20. Sandman, C.A., J.L. Barron, K. Nackoul, et al. 1993. Memory deficits associated with chronic

 

fatigue immune dysfunction syndrome. Biol. Psychiatry. 33: 618-623. [PubMed Abstract]

 

21. Bruno, R.L., J. Cohen, T. Galski & N.M.Frick. 1994. The neuroanatomy of post-polio fatigue. Arch.

 

Phys. Med. & Rehabil. 75: 498-504. [Lincolnshire Library Full Text]

 

22. Junque, C., J. Pujol, P. Vendrell, et al. 1990. Leuko-araiosis on magnetic resonance imaging and

 

speed of mental processing. Arch Neurol . 47:151-156. [PubMed Abstract]

 

23. Demitrack, M.A., J.K. Dale, S.E. Straus, et al. 1991. Evidence for impaired activation of the

 

hypothalamic-pituitary-adrenal axis in patients with chronic fatigue syndrome. J. Clin.

 

Endocrinology & Metabolism. 73: 1224-1234. [PubMed Abstract]

 

24. Denny-Brown, D. & N. Yanagisawa. 1976. The role of the basal ganglia in the initiation of

 

movement. In The Basal Ganglia. M.D. Yahr, Ed. Raven. New York, NY.

 

25. Friedman, J. & H. Friedman. 1993. Fatigue in Parkinson’s disease. Neurology. 43:2016-2018.

 

[PubMed Abstract]

 

26. Naville, F. 1922. Encephale. 17:369-375.

 

27. Young, G. 1991. Energy conservation, occupational therapy and the treatment of Post-Polio

 

Sequelae. Orthopedics. 14:1233-39. [Lincolnshire Library Full Text]

 

28. Agre, J.C. & A.A. Rodriquez. 1991. Neuromuscular function in polio survivors. Orthopedics.

 

14:1343-1347. [PubMed Abstract]

 

References 29, 38-41 not listed in source document.

 

Please address all correspondence and reprint requests to: Dr. Richard L. Bruno,

 

Director Post-Polio Rehabilitation and Research Service, Kessler Institute for Rehabilitation,

 

300 Market Street,

 

Saddle Brook, New Jersey 07663.

 

1 (800) 648-0296 (x6057).

 

The Lincolnshire Post-Polio Network

 

Registered Charity No. 1064177

 

An Information Service for Polio Survivors and Medical Professionals

 

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The Lincolnshire Post-Polio Network takes great care in the transcription of all information that appears at this site. However, we do not accept liability for any damage resulting directly or otherwise from any errors introduced in the transcription. Neither do we accept liability for any damage resulting directly or otherwise from the information available at this site. The opinions expressed in the documents available at this site are those of the individual authors and do not necessarily constitute endorsement or approval by the Lincolnshire Post-Polio Network.

 

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Copyright is retained by The Lincolnshire Post-Polio Network and/or original author(s). Permission is granted to print copies of individual articles for personal use provided they are printed in their entirety. Links from other Internet WWW sites are welcome and encouraged. We only ask that you let us know so that we can in future notify you of critical changes. Reproduction and redistribution of any articles via any media, with the exception of the aforementioned, requires permission from The Lincolnshire Post-Polio Network and where applicable, the original author(s).

 

Document preparation: Chris Salter, Original Think-tank, Cornwall, United Kingdom.

 

Document Reference: <URL:http://www.zynet.co.uk/ott/polio/lincolnshire/library/harvest/fat.html> Created: 8th February 1997

 

Last modification: 29th January 2010.

Cause and Treatment of Post-Polio Fatigue Read More »

Polio In Perspective for 1995

POLIO IN PERSPECTIVE FOR 1995

Dr. Jacquelin Perry

From the March 1995 Newsletter of the (Downey, CA) Rancho Los Amigos Post-Polio Support Group

Reported by Mary Clarke Atwood; Posted by Tom Walter

Jacquelin Perry, M.D., Chief of Pathokinesiology and Polio Services at Rancho Los Amigos Medical Center was the featured speaker at the Rancho Los Amigos Post-Polio Support Group meeting in Downey, CA on December 10, 1994.

During the beginning portion of this lecture, Dr. Perry reviewed some basic medical questions regarding post-polio syndrome, such as: who gets PPS; what causes it; how is it diagnosed. She went on to explain muscle weakness in more detail before discussing lifestyle modification, tips for saving your shoulders, and exercise guidelines. She concluded by telling us what we can do, along with some cautions.

POST-POLIO GROUPINGS

Many people assume that post-polio syndrome (PPS) is inevitable but it is not. Although 95% of the people who come to the Rancho Polio Clinic do have a problem, there are a curious 5% of clinic patients who ask, “Do I have a problem?” Since people who do not have a problem do not come to the clinic, Dr. Perry divides polio survivors into three groups.

Group 1 – ASYMPTOMATIC (History of polio with no current symptoms). These people can continue their activities as usual. But if they start having problems, they need to cut back on their activity level.

Group 2 – POST-POLIO SYNDROME (new symptoms of pain, fatigue, or function). These patients say, “My leg hurts,” or “My thighs hurt,” or “My calves ache.” For this group, the patient’s lifestyle has exceeded their physical capacity so they must make a change.

Group 3 – POST-POLIO SEQUELAE (Post-Polio joint degeneration from overuse). These people may experience joint tenderness, joint pain, deformity, and/or degeneration that can be seen on X-rays. They say, “My ankle hurts,” or “My foot hurts.”

WHY DID THIS HAPPEN?

During the acute phase of polio, 95% of the patient’s anterior horn cells were either injured or destroyed by the polio virus. (These are the nerve cells that ultimately control muscles.) Within a month, 12% to 91% of these cells began to recover. Although many people seemed to “recover,” the majority do not have as many motor nerve cells as normal. Therefore, their motor system is not as strong as normal. So with fewer motor units, the muscles have been working harder than normal trying to meet regular demands.

This results in overuse of the system and weakness develops, regardless if it is due to a nerve problem or a muscle problem. “If you cannot relate your symptoms to weakness of the breathing muscles, or weakness of the arm muscles, etc., then it is something else.” So when you visit your doctor, don’t try to bias him by saying the cause of all your problems is PPS. Be sure your doctor rules out other problems because there is no one sign, examination, or laboratory test that will confirm a diagnosis of PPS. Since a lot of physicians do not understand PPS, the patient must put what they say in perspective. Nevertheless, it has been Dr. Perry’s experience that the patients who come to see her and announce that they have PPS are usually the ones who do not!

DIAGNOSING PPS

Dr. Perry bases a diagnosis of PPS on three things:

  1. a history of polio; 2. a period of some recovery followed by new loss of function; 3. a physical examination that reveals:
  2. scattered muscle weakness (observed during an extensive manual muscle test from head to toe); B. normal sensations; C. reflexes that are normal (2+) for strong muscles and depressed for weak muscles.

MUSCLE MATTERS

* Recovered muscles (post-polio) are less efficient since there are fewer motor units as well as larger motor units.

* If muscle weakness is revealed on a manual muscle test of the upper leg, probably 1/3 to 1/2 of that muscle has been lost.

* The weaker the muscle, the less frequently it should be used.

* Every muscle can be overused – even those of athletes and marathoners!

* If you do not have strong enough muscles for normal activities you cannot do the same activities as people with normal muscle.

For normal muscles only 20% of the fibers are at work at any one time so there is less fatigue. For polios, some muscles’ fibers may be working 100% at any given time so they get no rest and fatigue very quickly. If less than 20% of the muscle fiber is working at a given time, the muscle gets full oxygenation and works fine. As the percentage of muscle fiber in use increases “the less rest they get, the less oxygen they get, the less they have a capacity to repair themselves.”

LIFESTYLE MODIFICATION

* “If you have symptoms and you’ve overused your muscles, what do you do about it? You modify your lifestyle and remove the strain.”

* Find ways to make tasks easier or get rid of the tasks.

* Break up activities with rest periods.

* Stop doing heavy tasks.

* Look at the number of activities you have per day. Many people feel better with fewer activities.

* Polio survivors “do not have enough muscles to live the usual vigorous lifestyle. So you have to make your lifestyle match your muscle strength.”

* Extra body weight is like carrying around a spare tire. The recommendation is to reduce body weight by re-educating your taste buds. Dr. Perry compares this to visiting a new country and learning to eat new food. She suggests convincing yourself there are other flavors in life!

SAVING SHOULDERS

* The shoulder is the most mobile joint in the body. It must have muscles to support it: The deltoid muscle lifts up the arm; the rotator cuff stabilizes the shoulder.

* Polio patients activate twice as much of the muscle as a normal person to lift up an arm, so the muscle has less rest and fatigues more easily. Youmust find ways to rest your shoulder and not use it all the time.

* The arm is heavy; it weighs about 5% of your body weight (3.5 kg or about 8 pounds). It is like having an eight pound weight hanging from each shoulder. You can take pressure off your shoulders by bending your elbow and bringing your arm and hand closer to your body.

* Leaning on your arm is like leaning on your shoulder. When you push yourself up with your hands you push through the wrist, push through the elbows, push through the shoulders. This can cause impingement.

* When you push yourself up with your hands the pectoral muscles are involved. The pectoral muscles are a new area of focus that have not had much attention in the past.

* People who use crutches can wear out their shoulders. Their rotator cuff can be repaired and will be ok if the person quits using the crutches and rides thereafter. (It’s like wearing out a sock and then darning it. But you don’t get a new pair of socks.)

* So how can you save your shoulders?

  1. Reduce reaching; 2. Support your arms; 3. Lean back about 10 degrees when sitting (with back support) and bring the work up to you. 4. Get others to do the job.

EXERCISE

* When your lifestyle gives you a margin of muscle capacity that is not being used, then exercise can be considered. If there is no margin, there should be no exercise.

* Muscles that test as 3+ are markedly hypertrophied (enlarged). They have to work double time for normal activities so they tire easily. These 3+ muscles are very good for short periods but they do not need more exercise.

* Only muscles that test grade 4 or 5 should be considered for exercise. Even some grade 4 muscles are questionable – you must be sure your lifestyle gives a margin of muscle that is not being used before considering exercise for it.

* If a muscle qualifies for exercise, it should be done for only 5 repetitions at 50% to 70% of capacity.

“Remember, all exercise is overload”, so don’t push or make muscles sore. Polio muscles will never be normal.

WHAT CAN A POLIO SURVIVOR DO?

* Dr. Perry says you can do anything as long as it causes no pain or fatigue that lasts more than ten minutes.

* When injured, tell the doctors you don’t have any muscles and need to start “teasing” the muscles right away in order to regain movement.

* Be aware that people who use electric carts or scooters can develop shoulder and wrist problems. (Some vehicles can be retrofitted to avoid having to extend an arm to reach the control piece; the vehicle can then be operated with a person’s arm remaining next to his body.)

* Keep in mind that recovery from fatigue is slow if you have “pushed” yourself.

* “The more you face the facts and make your lifestyle planned, the more comfortable you will be.”

* Remember, that all polios have the same perception of fatigue, whether they have PPS or not. Polios are “not hypersensitive to pain. When you hurt, you hurt! So don’t talk yourself out of it – protect yourself instead.”

* Don’t forget that PPS is due to accumulated strain from chronic overuse. “So get rid of the chronic overuse.”

* Dr. Perry’s motto: “Be an Intelligent Hypochondriac!”

This site is now maintained by Chris Salter, linpolioweb@loncps.demon.co.uk, of the Lincolnshire Post-Polio Network. Original Document Preparation: Tom Dempsey. Last modification: 21st February 1998

Polio In Perspective for 1995 Read More »

Fibromyalgia Is Common in a Postpoliomyelitis Clinic

Fibromyalgia Is Common in a Postpoliomyelitis Clinic Daria A. Trojan, MD, MSc, Neil R. Cashman, MD

The Archives of Neurology June 1995 Volume 52 620-624

Lincolnshire Post-Polio Library copy by kind permission of Dr. Trojan

From the Department of Neurology and Neurosurgery

Montreal Neurological Institute and Hospital

McGill University

Montreal, Quebec.

Abstract

Objective: To determine prospectively the occurrence and clinical characteristics of fibromyalgia in patients serially presenting to a postpolio clinic. Fibromyalgia may mimic some of the symptoms of postpoliomyelitis syndrome, a disorder characterized by new weakness, fatigue, and pain decades after paralytic poliomyelitis.

Design: Case series.

Setting: A university-affiliated hospital clinic.

Patients: One hundred five patients were evaluated with a standardized history and physical examination during an 18-month period. Ten patients were excluded because of the absence of past paralytic poliomyelitis.

Interventions: Patients with fibromyalgia were treated with low-dose, nighttime amitriptyline hydrochloride or other conservative measures.

Main Outcome Measures: Patients with fibromyalgia had diffuse pain and 11 or more of 18 specific tender points on examination (American College of Rheumatology criteria, 1990). Patients with borderline fibromyalgia had muscle pain and five to 10 tender points on physical examination.

Results: Ten (10.5%) of 95 postpolio patients met the criteria for fibromyalgia, and another 10 patients had borderline fibromyalgia. All patients with fibromyalgia complained of new weakness, fatigue, and pain. Patients with fibromyalgia were more likely than patients without fibromylagia to be female (80% vs 40%, P<.04) and to complain of generalized fatigue (100% vs 71%, P=.057), but were not distinguishable in terms of age at presentation to clinic, age at polio, length of time since polio, physical activity, weakness at polio, motor strength scores on examination, and the presence of new weakness, muscle fatigue, or joint pain. Approximately 50% of patients in both the fibromyalgia and borderline fibromyalgia

groups responded to low-dose, nighttime amitriptyline therapy.

Conclusions: (1) Fibromyalgia occurs frequently in a postpolio clinic. (2) Fibromyalgia can mimic some symptoms of postpoliomyelitis syndrome. (3) Fibromyalgia in postpolio patients can respond to specific treatment.

End Abstract

POSTPOLIOMYELITIS syndrome is a recently recognized syndrome of new weakness, fatigue, and pain that may occur in more than 50% of individuals who have recovered from paralytic poliomyelitis.[1-4] Even though acute poliomyelitis is now a rare disease in developed countries,[5] approximately 640 000 individuals who have survived this illness are alive today in the United States.[6]

Fibromyalgia syndrome is a common musculoskeletal disorder, characterized by generalized pain and tenderness.[7] Other common associated features include nonrestorative sleep, fatigue, and morning stiffness.[7] A recent study has determined that a history of widespread pain and the finding of 11 or more of 18 specific tender points on examination are the most useful criteria in distinguishing patients with fibromyalgia syndrome from age- and sex-matched controls with disorders that could be confused with fibromyalgia syndrome.[8] Because some of the symptoms of fibromyalgia, notably pain and fatigue, are similar to those found in postpoliomyelitis syndrome and may respond to specific treatment for fibromyalgia, we sought to prospectively identify the frequency and clinical characteristics of fibromyalgia in patients presenting to a postpolio clinic.

PATIENTS AND METHODS

We prospectively studied 105 patients serially presenting to the Montreal (Quebec) Neurological Hospital postpolio clinic for postpoliomyelitis syndrome and fibromyalgia syndrome in an 18-month period between January 1991 and June 1992. Patients are referred to the clinic for evaluation of specific problems; however, a proportion of patients are asymptomatic and come to obtain information about postpoliomyelitis syndrome. All patients were evaluated with a standardized history and physical examination by one of us (D.A.T.). Appropriate diagnostic tests were performed at the time of or immediately following this evaluation. Ten patients were excluded from the study because of the absence of a history and physical examination consistent with prior paralytic poliomyelitis.

The criteria used for the diagnosis of fibromyalgia syndrome, proposed by the American College of Rheumatology[8] in 1990, were as follows: (1) a history of widespread pain of more than 3 months’ duration with (2) tenderness with palpation at 11 or more of 18 specific tender points or spots (bilateral occiput, lower cervical spine, second costochondral junction, trapezius, supraspinatus, lateral epicondyle, buttock, greater trochanter, and medial knee) and (3) no tenderness at specific control points (forearm, thumbnail, and third metatarsal). Another group of patients had “borderline fibromyalgia syndrome,” consisting of a history of pain of at least 3 months’ duration, five to 10 tender points on physical examination, and no tenderness at control points.

The criteria for postpoliomyelitis syndrome were based on those described by Mulder et al.[9] They were (1) a history consistent with past paralytic poliomyelitis (an illness characterized by high fever, followed by muscular weakness), (2) partial or complete recovery of function, (3) a period of functional stability of at least 10 years’ duration after initial recovery from poliomyelitis, (4) absence of medical conditions or other concurrent neurologic disorders that could produce weakness and fatigue, (5) absence of severe pain that could make differentiation between pain and weakness difficult, and (6) presence of new symptoms of increased or new muscular weakness and fatigue (muscular and/or general). The definitions of muscular

and general fatigue were increasing weakness with activity, improving with rest, and an overwhelming, “flulike” exhaustion, respectively.[10]

Data on the following variables were obtained at the time of the initial standardized evaluation: age at time of presentation to clinic, sex, age at acute polio, latency or time in years between acute polio and presentation to clinic, presence of pain (muscular and/or joint), severity of weakness at acute polio, severity of weakness at time of presentation to clinic, physical activity, motor strength score at presentation, and the presence of new weakness, fatigue (muscle or general), and pain (muscle or joint).

The severity of weakness measure was based on patient estimates at the initial interview of percent weakness in each of four limbs, respiratory muscle weakness, and speech/swallowing dysfunction at acute polio and at presentation to clinic. Weakness in each of four limbs was rated from 0 to 100 (0 being normal and 100 being completely paralyzed). For respiratory muscle function, a 50 was assigned for some weakness and a 100 for weakness requiring use of a ventilator. A 50 was assigned for some speech and/or swallowing dysfunction and a 100 for complete loss of speech and/or swallowing. The sum total of all six figures was divided by 100 to produce a scale ranging from 0 to 6. The validity of this measure has been assessed previously.[11]

A motor strength index for each patient was calculated as the sum of motor strength assessments done at time of presentation to clinic in each of five muscle groups in the upper extremities (deltoid, biceps, triceps, wrist extensors, hand intrinsics) and in each of five muscle groups in the lower extremities (hip flexors, quadriceps, hamstrings, dorsiflexors, plantarflexors) by a zero- to five point Medical Research Council scale.[12]

Recent physical activity was calculated in a manner similar to that used by Klingman et al[13]: 1, little or no regular participation in sports, manual labor, or walking; 2, occasional moderate sports activity (greater than or equal to 20 minutes one or two times per week) and/or mild to moderate demands at work and at home (eg, frequent ambulation for several hours at a time or occasional light lifting); and 3, frequent participation in sports (greater than or equal to 20 minutes two or more times per week) and/or moderate to heavy activities at work or home (eg, frequent heavy lifting or manual labor).

Statistical analysis involved the comparison of variables in patients with and without fibromyalgia with past paralytic polio with standard parametric procedures. The unpaired t test was used to compare continuous data, whereas Fisher’s exact test was used to compare proper tions. Statistical significance was accepted at P of .05 or less.

RESULTS

One hundred five patients were evaluated in the Montreal Neurological Institute postpolio clinic between January 1991 and June 1992. Ten patients without prior paralytic poliomyelitis were excluded. Of the 95 patients with past poliomyelitis, 44 met criteria for postpoliomyelitis syndrome as detailed in the “Patients and Methods” section. Ten (10.5%) of the 95 patients with past paralytic poliomyelitis evaluated in our clinic had fibromyalgia syndrome, according to American College of Rheumatology criteria.[11] Another 10 patients (10.5%) had borderline fibromyalgia syndrome.

When the subgroup of patients meeting the diagnostic criteria for postpoliomyelitis syndrome were considered (44 patients), six (14%) also had fibromyalgia syndrome, another five (11%) also had borderline fibromyalgia syndrome, and the remaining 33 (75%) did not have fibromyalgia syndrome.

When the subgroup of patients with definite fibromyalgia syndrome was considered (10 patients), all

complained of new weakness, fatigue, and pain, but only six met the criteria for postpoliomyelitis syndrome. The four patients who did not meet the criteria for postpoliomyelitis syndrome in the fibromyalgia syndrome group were excluded because of severe pain (secondary to shoulder impingement syndrome in one and severe fibromyalgia in the remaining three). In the 10 patients with borderline fibromyalgia syndrome, five met the criteria for postpoliomyelitis syndrome. Of the five patients with borderline fibromyalgia syndrome who did not meet the criteria for postpoliomyelitis syndrome, one had increased weakness and pain, two had fatigue and pain, and two had complaints of increased weakness, fatigue, and pain, but had concomitant medical or neurologic conditions that may have been producing new difficulties. Thus, overlap of fibromyalgia syndrome and postpoliomyelitis syndrome occurred in 11 of the 95 patients with definite past paralytic poliomyelitis. A fibromyalgialike syndrome (including fibromyalgia syndrome and borderline fibromyalgia syndrome) was present in fully 25% of patients with postpoliomyelitis syndrome and in 21% of patients with past poliomyelitis attending our clinic.

The comparison of characteristics of poliomyelitis survivors with and without fibromyalgia syndrome is presented in Table 1 and Table 2. Patients with borderline fibromyalgia syndrome are discussed separately below. Poliomyelitis surrivors with fibromyalgia syndrome were significantly (P<.05) different from poliomyelitis survivors without fibromyalgia syndrome in terms of female sex and the complaint of muscle pain; however, there were no significant differences between these two groups in terms of age at presentation to clinic, age at polio, length of time since polio, recent physical activity, weakness at polio, weakness on presentation, motor strength scores on examination, and the presence of new weakness, fatigue (muscle and/or general), and joint pain. There was a trend toward a greater occurrence of general fatigue in patients with fibromyalgia syndrome (P=.06).

Table 1. Comparison of Variables in Poliomyelitis Surrivors With and Without Fibromyalgia (Continuous Variables)*
Variable Scale Fibromyalgia, Mean±SD

(n=10)

No Fibromyalgia, Mean±SD

(n=75)

P 95% CI

of

Difference

Age, y, at presentation Years 50.8±11.05 50.3±12.11 .92 -6.87 –

7.87

Latency Years 45.3±10.38 43.3±15.11 .40 -5.29 –

9.29

Age, y, at polio Years 5.5±4.34 5.4±6.58 .96 -2.97 –

3.17

Physical activity Physical activity index 1.6±0.66 1.74±0.64 .52 -0.21 –

0.62

Weakness at polio Weakness

severity measure

2.12±1.1 1.84±1.24 .50 -0.23 –

1.23

Weakness at

presentation

Weakness

severity measure

1.25±0.59 1.04±0.67 .35 -0.16 –

0.58

Motor strength score at presentation Motor strength

index

80.6±28.11 85.5±11.87 .32 -12.7 –

22.53

 

 

* P indicates two-tailed P value for unpaired t statistic for difference between patients with and without fibromyalgia; latency, difference between age at presentation to clinic and age at polio; 95% CI of difference, 95% confidence interval of difference between means in fibromyalgia and nonfibromyalgia groups. See text for description of computation of Weakness Severity Measure, Physical Activity Index, and Motor Strength Index.
 
Table 2. Comparison of Variables in Poliomyelitis Survivors With and Without Fibromyalgia
(Categorical Variables)*
Variable   Proportions (%) P 95% CI of Difference
Fibromyalgia No Fibromyalgia
Sex, female 8/10 (80) 30/75 (40) .04 12 – 67
PPS 6/10 (60) 33/75 (44) .50 -15 – 47
New weakness 10/10 (100) 54/74 (73) .11 18 – 38
Any fatigue 10/10 (100) 63/75 (84) .34 8 – 24
Muscular fatigue 9/10 (90) 52/75 (69) .27 7 – 35
General fatigue 10/10 (100) 53/75 (71) .06 19 – 39
Any pain 10/10 (100) 62/75 (83) .35 9 – 25
Muscle pain 9/10 (90) 39/75 (52) .04 16 – 60
Joint pain 10/10 (100) 57/75 (76) .11 14 – 34
* P indicates P value far a two-sided Fisher’s Exact Test comparing proportions of patients in the fibromyalgia and the nonfibromyalgia groups; PPS, postpoliomyelitis syndrome; 95% CI of difference, 95% confidence interval of difference in proportions of patients in fibromyalgia and nonfibromyalgia groups (measured in percent).

 

 

Patients with borderline fibromyalgia syndrome were also predominantly female (70%). In the borderline fibromyalgia syndrome group, weakness at acute polio was 3.3±1.45 (mean±SD), motor strength score on examination was 84.9±12.7, physical activity was 1.4±0.49, and age at presentation was 47.8±7.85 years, which are comparable to the values found in the group of patients with fibromyalgia syndrome.

Ten patients in the fibromyalgia syndrome group and nine patients in the borderline fibromyalgia syndrome group were treated with low-dose amitriptyline hydrochloride (dose ranging from 10 to 50 mg every evening). Six of nine patients for whom outcome is known in the fibromyalgia syndrome group responded to amitriptyline therapy, while four of seven patients for whom outcome is known in the borderline fibromyalgia syndrome group reported improved conditions with amitriptyline therapy. Alternative treatments that were used after failure of amitriptyline therapy or in addition to amitriptyline included the following: cyclobenzaprine hydrochloride, 10 mg every evening; fluoxetine hydrochloride, 20 mg/d; naproxen; aerobic exercise; myofascial release therapy, and use of a cervical pillow. All four patients with fibromyalgia syndrome in whom alternative treatments were tried eventually experienced some improvement. Of the two patients in the borderline fibromyalgia syndrome group in whom

alternative treatments were used, one experienced improvement. Thus, specific treatment for fibromyalgia syndrome was helpful in most patients.

COMMENT

We have found that a fibromyalgialike syndrome occurs in a large proportion of patients evaluated in a postpoliomyelitis clinic (21%) and in a large proportion of patients who have postpoliomyelitis syndrome (25%). Because fibromyalgia syndrome is known to produce fatigue and pain, two symptoms that are attributed to postpoliomyelitis syndrome, fibromyalgia may mimic some symptoms of postpoliomyelitis syndrome. Patients with fibromyalgia syndrome and borderline fibromyalgia syndrome responded well to known treatments for fibromyalgia.

Although the exact prevalence of fibromyalgia syndrome in the community is unknown, it is believed to be a relatively common condition, occurring in 10.5% of women aged 20 to 40 years in Norway.[14] Prevalence rates have been reported in several clinics: 2.1% in a family practice clinic,[15] 5.7% in a general medical clinic,[16] and ranging from 3.7% to 20.0% in rheumatology clinics.[17,18] Thus, the prevalence rate of fibromyalgia syndrome in a postpolio clinic population (10.5%) is greater than that in general medical or primary care clinics, and comparable to that observed in rheumatology clinics.

The demographic characteristics of patients with fibromyalgia syndrome vary depending on the clinical population from which they are drawn.[7] A clear predominance for women has been noted, the proportion of women in populations of patients with fibromyalgia syndrome ranging from 73% to 88%. [15-18] The mean age has varied from 34 to 56 years.[15-18] In our series, patients with fibromyalgia syndrome were also predominantly female (80%) and had a similar mean age (50 years) to that reported in previous studies of fibromyalgia syndrome. Because fibromyalgia syndrome is known to improve with aerobic exercise,[19] a sedentary lifestyle may contribute to the development of fibromyalgia syndrome. The fact that many patients with past paralytic poliomyelitis have residual weakness that may make them less active may account for the relatively high rate of occurrence of fibromyalgia syndrome in a postpoliomyelitis clinic. However, our study showed that even though patients with prior paralytic poliomyelitis with fibromyalgia syndrome were weaker at polio and at presentation to clinic, and had a slightly lower level of physical activity than patients without fibromyalgia syndrome, these differences were not statistically significant. It is possible that a study with a larger sample size and with the use of more accurate measures would have resulted in a finding of significant differences between these patient groups.

Treatment of fibromyalgia syndrome can consist of low-dose nighttime amitriptyline or cyclobenzaprine, [20,21] aerobic exercise,[19] and management of sleep apnea that may be present in 44% of male patients with fibromyalgia syndrome.[22] Other possible treatments include nonsteroidal anti-inflammatory medications (although not shown to be definitively effective[20,23]), relaxation techniques, heat, massage, or injection of local anesthetics.[23] Approximately 50% of our patients, both in the fibromyalgia syndrome and borderline fibromyalgia syndrome groups, responded to amitriptyline therapy, and if this medication was insufficient or ineffective, most patients benefited from an alternative treatment.

Postpoliomyelitis syndrome is probably due to a distal degeneration of enlarged postpoliomyelitis motor units produced by terminal axonal sprouting during recovery from acute poliomyelitis[24,25] and a failure of a continuous remodeling process, involving ongoing denervation and reinnervation, of postpolio motor units.[25-27] These processes may produce the clinical symptoms of increased weakness and fatigue. [24,25,28-31] Pain in patients with postpoliomyelitis syndrome is usually due to a variety of musculoskeletal abnormalities.[6,31] We have now identified fibromyalgia syndrome as a significant

cause of fatigue and pain in patients who have recovered from paralytic poliomyelitis. Other possible contributing factors to postpoliomyelitis syndrome are chronic overuse[32] and the normal aging process. [11,31] With aging, there is a progressive dropout of motor units[31,33] and a reduction in growth hormone and somatomedin C (insulinlike growth factor).[34,35] The growth hormone/somatomedin C axis stimulates the synthesis of protein and nucleic acids in muscle cells[36] and the regeneration of peripheral nerves after injury, including sprouting.[37,38] Eighty percent of growth hormone is produced during stage 4 sleep,[35] and disruption of this stage of sleep in fibromyalgia syndrome[39] may produce a reduced secretion of the hormone. Somatomedin C level has been found to be low in patients with postpoliomyelitis syndrome[40] and fibromyalgia syndrome.[39] Although the causes of postpoliomyelitis syndrome and fibromyalgia are still unclear, it is possible that a reduction in growth hormone secretion with a resultant disruption of normal muscle repair and axonal sprouting can contribute to the coexistence of these two conditions and to the symptoms of muscle pain, fatigue, and weakness in some patients with past poliomyelitis.

In conclusion, fibromyalgia syndrome is common in a postpoliomyelitis clinic and appears to be an important contributor to new symptoms (especially fatigue and pain) in this patient population. The demographic characteristics of postpoliomyelitis patients with fibromyalgia syndrome are similar to those of fibromyalgia syndrome in other populations. Specific management of fibromyalgia syndrome should be incorporated into the treatment of patients with past postpoliomyelitis.

Accepted for publication June 23, 1994.

This work was supported by the Fonds de la Recherche en sante du Québec, Montreal, and by the Polio Québec Association, Montreal.

We are indebted to our patients for participating in the study and to the reviewers for their constructive criticism.

Reprint requests to Montreal Neurological Institute, 3801 University, Montreal, Québec, Canada H3A 2B4 (Dr Trojan).

References

  1. Windebank AJ, Daube JR, Litchy WJ, et al. Late sequelae of paralytic poliomyelitis in Olmsted County, Minnesota. In: Halstead LS, Wiechers DO, eds. Research and Clinical Aspects of the Late Effects of Poliomyelitis. White Plains, NY: March of Dimes Birth Defects Foundation; 1987:27-38. [PubMed Abstract]
  2. Speier JL, Owen RR, Knapp M, Canine JK. Occurrence of post-polio sequelae in an epidemic population. In: Halstead LS, Wiechers DO, eds. Research and Clinical Aspects of the Late Effects of Poliomyelitis. White Plains, NY: March of Dimes Birth Defects Foundation; 1987:39-48. [PubMed Abstract]
  3. Windebank AJ, Litchy WJ, Daube JR, Kurland LT, Codd MB, Iverson R. Late effects of paralytic poliomyelitis in Olmsted County, Minnesota. Neurology. 1991;41:501-507. [PubMed Abstract] 4. Ramlow J, Alexander M, Laporte R, Kaufmann C, Kuller L. Epidemiology of post-polio syndrome. Am J Epidemiol. 1992;136:769-786. [PubMed Abstract]
  4. Wright PF, Kim-Farley RJ, Quadros CA, et al. Strategies for the global eradication of poliomyelitis by the year 2000. N Engl J Med. 1991;325:1774-1779. [PubMed Abstract]
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Abstract]

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  6. Hartz A, Kirchdoerfer E. Undetected fibrositis in primary care practice. J Fam Pract 1987;25:365- 369. [PubMed Abstract]
  7. Campbell SM, Clark S, Tindall EA, Forehand ME, Bennett RM. Clinical characteristics of fibrositis, I: a ‘blinded,’ controlled study of symptoms and tender points. Athritis Rheum. 1983;26:817-824. [PubMed Abstract]
  8. Wolfe F, Cathey MA. Prevalence of primary and secondary fibrositis. J Rheumatol. 1983;10:965- 968. [PubMed Abstract]
  9. Yunus MB, Masi AT, Calabro JJ, Miller KA, Peigenbaum SL. Primary fibromyalgia (fibrositis): clinical study of 50 patients with matched normal controls. Semin Arthritis Rheum. 1981;11:151- 171. [PubMed Abstract]
  10. McCain GA, Bell DA, Mai FM, Halliday FD. A controlled study of the effects of a supervised cardiovascular fitness training program on the manifestations of primary fibromyalgia. Arthritis Rheum. 1988;31:1135-1141. [PubMed Abstract]
  11. Goldenberg DL, Felson DT, Dinerman H. A randomized, controlled trial of amitriptyline and naproxen in the treatment of patients with fibromyalgia. Arthritis Rheum. 1986;29:1371-1377. [PubMed Abstract]
  12. Bennett RM, Gatter RA, Campbell SM, Andrews RP, Clark SR, Scarola JA. A comparison of cyclobenzaprine and placebo in the management of fibrositis: a double-blinded controlled study. Arthritis Rheum. 1988;31:1535-1542. [PubMed Abstract]
  13. May KP, Sterling GW, Baker MR, Everett DW. Sleep apnea in male patients with the fibromyalgia syndrome. Am J Med. 1993;94:505-508. [PubMed Abstract]
  14. Goldenberg DL. Treatment of fibromyalgia syndrome. Rheum Dis Clin North Am. 1989;15:61-71. [PubMed Abstract]
  15. Wiechers DO, Hubell SL. Late changes in the motor unit after acute poliamyelitis. Muscle Nerve. 1981;4:524-528. [PubMed Abstract]
  16. Wiechers DO. New concepts of the reinnervated motor unit revealed by vaccine-associated poliomyelitis. Muscle Nerve. 1988;11:356-368. [PubMed Abstract]
  17. Cashman NR, Maselli R, Wollman RL, Roos R, Simon R, Antel JP. Late denervation in patients with antecedent paralytic poliomyelitis. N Engl J Med. 1987;317:7-12. [PubMed Abstract] 27. Dalakas M. Post-polio syndrome: clues from muscle and spinal cord studies. In: Munsat TL, ed.

Post-Polio Syndrome. Boston, Mass: Butterworth-Heinemann; 1991:39-65.

  1. Trojan DA, Gendron D, Cashman NR. Anticholinesterase-responsive neuromuscular junction transmission defects in post-poliamyelitis fatigue. J Neurol Sci. 1993;114:170-177. [Lincolnshire Library Full Text]
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  3. Perry J, Barnes G, Gronley JK. The postpolio syndrome: an overuse phenomenon. Clin Orthop. 1988;233:145-162. [Lincolnshire Library Full Text]
  4. Tomlinson BE, Irving D. The numbers of limb motor neurons in the human lumbosacral cord throughout life. J Neurol Sci. 1977;34:213-219. [PubMed Abstract]
  5. Rudman D, Kutner MH, Rogers CM, Lubin MF, Fleming GA, Bain RP. Impaired growth hormone secretion in the adult population: relation to age and adiposity. J Clin Invest. 1981;67:1361-1369. [PubMed Abstract]
  6. Florini JR, Prinz PN, Vitiello MV, Hintz RL. Somatomedin-C levels in healthy young and old men: relationship to peak and 24 hour integrated levels of growth hormone. J Gerontol. 1985;40:2-7. [PubMed Abstract]
  7. Froesch ER, Schmid C, Schwander J, Zapf J. Action of insulin-like growth factors. Annu Rev Physiol. 1985;47:443-467. [PubMed Abstract]
  8. Kanje M, Skottner A, Sjoberg J, Lundborg G. Insulin-like growth factor 1 (IGF-l) stimulates regeneration of the rat sciatic nerve. Brain Res. 1989;486:396-398. [PubMed Abstract] 38. Caroni P, Grandes P. Nerve sprouting in innervated adult skeletal muscle induced by exposure to elevated levels of insulin-like growth factors. J Cell Biol. 1990;110:1307-1317. [PubMed Abstract] 39. Bennett RM, Clark SR, Campbell SM, Burckhardt CS. Low levels of somatomedin C in patients with the fibromyalgia syndrome. Arthritis Rheum. 1992; 35:1113-1116. [PubMed Abstract] 40. Shetty KR, Mattson DE, Rudman IW, Rudman D. Hyposomatomedinemia in men with postpoliomyelitis syndrome. J Am Geriatr Sec. 1991;39:185-191. [PubMed Abstract]

Fibromyalgia Is Common in a Postpoliomyelitis Clinic Read More »

Predicting Hyperactive Behavior as a Cause of Non-Compliance with Rehabilitation

Predicting Hyperactive Behavior as a Cause of Non-Compliance with Rehabilitation: The Reinforcement Motivation Survey Dr. Richard L. Bruno

 

Lincolnshire Post-Polio Library copy by arrangement with the Harvest Center Library

 

Post-Polio Rehabilitation and Research Service Kessler Institute for Rehabilitation

 

Saddle Brook, New Jersey

 

Running Head: Hyperactive Non-Compliance

 

Descriptors: Non-compliance; Chronic Pain; Type A Behavior; Post-Polio Sequelae.

 

Address all correspondence and reprint requests to: Dr. Richard L. Bruno,

 

Post-Polio Rehabilitation and Research Service, Kessler Institute for Rehabilitation,

 

300 Market Street,

 

Saddle Brook, New Jersey 07662.

 

(201) 368-6057

 

ABSTRACT

 

Non-compliance with therapy is a significant problem in vocational rehabilitation. Significant amounts of professional time and money are wasted treating patients who are unwilling or unable to participate in their own rehabilitation. The client with chronic musculoskeletal pain – depressed, without energy (i.e., “anergic”) and refusing to attend therapy – is the exemplar of non-compliance. However, clients with chronic pain and other disabilities demonstrate a different type of non-compliance, characterized by chronic hyperactivity and refusal to decrease behaviors that are known to maintain or increase symptoms. To document the occurrence of hyperactive non-compliance, 80 clients treated for chronic musculo

 

skeletal pain (CMP) and 41 clients treated for Post-Polio Sequelae (PPS) were studied prospectively and administered the Beck Depression Inventory (BDI) and the Reinforcement Motivation Survey (RMS). Forty percent of the CMP clients and 79% of the PPS clients who were discharged from therapy demonstrated hyperactive non-compliance. CMP clients as a group had significantly elevated BDI and RMS Type A behavior and Negative Reinforcement Motivation scores, while PPS clients as a group had elevated Sensitivity to Criticism and Failure scores, as compared to controls. Significantly elevated Type A behavior and Sensitivity to Criticism and Failure scores were associated with hyperactive noncompliance as well as completion of therapy. These findings indicate that hyperactive non-compliance is an frequent cause of treatment failure in rehabilitation clients and that the RMS may be of use in identifying potentially non-compliant clients and the form non-compliance will take. The design of individualized rehabilitation programs to manage non-compliance and maximize the probability of completing therapy is described.

 

Predicting Hyperactive Behavior as a Cause of Non-Compliance with Rehabilitation: The Reinforcement Motivation Survey.

 

Refusal to comply with therapeutic recommendations or prescribed therapies is a significant problem in medicine (Cameron and Gregor, 1987). Clients with conditions ranging from arthritis (Jette, 1982) to diabetes (Ekerling and Kohrs, 1984) often refuse to follow daily dietary and exercise regimens, while more than half of clients with hypertension or tuberculosis were found to refuse continued medical care

 

(Sackett and Snow, 1979)

 

Non-compliance is also a common problem in rehabilitation. Many clinicians point to the client with chronic musculoskeletal pain, especially low back pain, as the exemplar of non-compliance (Blumer and Heilbronn, 1981; King and Snow, 1989). Chronic musculoskeletal pain (CMP) clients are described as having a premorbid history of hyperactivity, characterized by their performing in “a slave-like manner, working and keeping active beyond average expectations” in order to provide for the needs of others (Blumer and Heilbronn, 1982). Such excessive caretaking is believed by these individuals to be required for their acceptance by family, friends and employers, and is said to protect against excessive sensitivity to criticism and profound feelings of “insecurity and guilt” (Blumer and He ilbronn, 1982).

 

Hyperactivity is said to persist until “a minor injury provide(s) a rational and socially acceptable” reason for ceasing excessive caretaking and becoming dependent on others (Gentry, et al., 1974). The cessation of hyperactive caretaking of others is thought to trigger a “depressive disorder” which causes both chronic pain and “a disabling degree of anergia” (i.e., a profound lack of energy and activity). This disabling anergia becomes evident when CMP clients “completely lose their initiative and zeal for work” (Blumer and Heilbronn, 1981). They become “helpless sufferers” waiting to be “spoiled and cared for continuously” and are disinterested in participating in a rehabilitation program designed to help them tolerate their pain and decrease their disability (Blumer and Heilbronn, 1982).

 

This description of the depressed, anergic CMP client as the exemplar of non-compliance is not consistent with our experience. While it does appear that many CMP clients are premorbidly hyperactive, not all chronic pain clients become depressed, anergic, helpless and dependent following injury. Even after pain onset, a large minority of CMP clients refuses to reduce their premorbid level of hyperactivity. They vigorously maintain their independence and continue to work excessively, caring for others, even though their hyperactivity maintains or exacerbates the pain. These clients often report that they are “overcome by guilt” if they reduce their caretaking of others. Further, it is persistent hyperactivity, and not depressive anergia, that prevents these clients from complying with treatment recommendations or even attending

 

therapy sessions and causes them to be discharged from the pain management program.

 

Recently, another group of rehabilitation clients who also demonstrate hyperactivity and therapeutic noncompliance has been described: the 1.63 million survivors of America’s polio epidemics (Frick and Bruno, 1986). Like hyperactive CMP clients, polio survivors vigorously strive to maintain their hard-won independence and work excessively, also performing in a slave-like manner, keeping active beyond average expectations in order to provide for the needs of others (Bruno and Frick, 1991). For example, polio survivors have been found to work significantly more overtime hours per week, regardless of the severity of their disability, than do their non-disabled peers (Lonnberg, 1993). Further, two national surveys have found that polio survivors on average demonstrate significantly more hard-driving, pressured, over-achieving Type A behaviors than do the general population (Bruno and Frick, 1987;1991; Rosenman, et al., 1964). The experience of polio has been suggested to provide the ideal environment for the development of the Type A personality, since hyperactive Type A behaviors are said to be learned in service of the “active avoidance of punishment” (Perkins, 1984) by individuals with “low social support and self-esteem” (Powell, et al., 1984) who are involved in a chronic “struggle to overcome environmental barriers” (Rosenman, 1964). And, polio survivors, like hyperactive CMP clients, persist in their hyperactivity even though it has been shown to cause and exacerbate Post-Polio Sequelae, the late-onset symptoms that include muscle and joint pain, overwhelming fatigue and muscle weakness (Bruno and Frick, 1986;1991).

 

Surprisingly, there have been few studies that document the frequency and examine causes of noncompliance in rehabilitation. Many studies of pain management program outcome have actually excluded non-compliers from their analyses (Aronoff and Evans, 1982; Chapman, et al., 1981; Gluck, et al., 1986: Maruta, et al., 1987; Painter, et al., 1980). King and Snow (1989) did compare CMP clients who “were discharged from or left” their inpatient pain program, but the behaviors that prompted discharge were not specified.

 

This paper describes

 

1. the frequency of anergic and hyperactive behaviors as causes of non-compliance with therapy in

 

rehabilitation,

 

2. the development of an instrument that measures the behaviors and motivational factors associated

 

with therapeutic non-compliance and helps to identify potentially non-compliant clients and

 

3. the creation of individualized rehabilitation plans that incorporate client management strategies to

 

minimize non-compliance and maximize the probability of clients completing rehabilitation and

 

returning to work.

 

METHODS

 

Subjects. Eighty consecutive clients admitted to the Pain Management Program over two years were studied. They had a history of 3.2 (+/- 3.5) years of musculoskeletal back and/or neck pain as a result of motor vehicle or work-related accidents. This chronic musculoskeletal pain (CMP) group consisted of 44 females and 36 males with a mean age of 39.8 (+/- 10.4) years having had 13.2 (+/- 2.6) years of education.

 

Forty-one polio survivors consecutively admitted over two years to the Post-Polio Service with a diagnosis of Post-Polio Sequelae (PPS) were also studied. The PPS group consisted of 32 females and 9 males with a mean age of 47.7 (+/- 11.4) years having 14.4 (+/- 2.1) years of education who reported new PPS symptom an average of 42 (+/- 8.0) years after having had polio.

 

Reinforcement Motivation Survey. The Reinforcement Motivation Survey (RMS) is a 36 item, forced choice questionnaire containing three scales designed to measure behaviors and motivational factors that have been noted in non-compliant clients: a Brief Type A behavior scale, a scale measuring negative reinforcement motivation and a scale measuring sensitivity to criticism and failure (Table 1).

 

Type A Behavior scale. Since the hyperactive behaviors seen in CMP and PPS clients appear similar to the behaviors characteristic of the Type A personality (Rosenman, et al., 1964), the 10 item brief Type A Behavior scale developed by Young and Barboriak (1982) was administered (Table 1). The TAB score was elevated when respondents agreed that they performed work in a excessive, driven, angry or competitive manner uninterrupted by rest or vacation.

 

Negative Reinforcement Motivation scale. Our CMP and PPS clients often report that their hyperactive behavior is not motivated by others’ praise or personal satisfaction but by a compelling noxious internal drive that ceases only when tasks performed for or required by others are successfully completed. Behavior motivated by an attempt to reduce a noxious stimulus is called negative reinforcement in learning theory, but is usually described by our hyperactive clients as “guilt.” Motivation resulting from negative reinforcement is consistent with the suggestion that hyperactivity protects against life-long feelings of guilt. (Blumer and Heilbronn, 1982; Bruno and Frick, 1991; Van Houdenhove, et al., 1987).

 

The 18 item RMS Negative Reinforcement Motivation scale (Table 1) was designed so that the scale score was elevated when respondents agreed that they were uninterested in others’ appreciation of or praise for their work, focused on only one task at a time and were motivated by their own internal sense of discomfort that decreased only when they worked continuously and completed tasks quickly.

 

Sensitivity to Criticism and Failure scale. Hyperactivity in CMP and PPS most often appears to serve the needs or expectations of others. This is consonant with the suggestion that hyperactivity is an attempt to protect against chronic insecurity and low self-esteem by preventing criticism or punishment by others and a sense of personal failure (Blumer and Heilbronn, 1982; Bruno and Frick, 1991; Perkins, 1984; Powell, et al., 1984; Van Houdenhove, et al., 1987)

 

The 8 item Sensitivity to Criticism and Failure scale (Table 1) was designed so that the scale score was elevated when respondents agreed that they were motivated by the need to please others, that they ruminated about past mistakes and that their self-image and affect were negatively impacted by a lack of success in their work or the critical comments of others.

 

Scoring. Items answered correctly on each scale (correct answer given in parenthesis in Table 1) were given a score of one, while those answered incorrectly were given a score of zero. The total scale scores were calculated by summing the individual item scores, dividing by the number of scale items and multiplying by 100.

 

RMS Normative Sample. The validity and reliability of the RMS were assessed on 125 individuals without CMP, polio or other disabilities. Clients were asked to provide their own controls by asking friends and relatives to complete the RMS. Item analysis was conducted by using product-moment correlations to relate responses on individual items with the total score for each scale. Correlations ranged from 0.18 to 0.59 for the Type A behavior items, from 0.17 to 0.49 for the Negative Reinforcement scale items and from 0.39 to 0.34 for the Sensitivity to Criticism and Failure scale items (Table 1).

 

The Type A behavior scale correlated 0.09 (p=N.S.) with the Negative Reinforcement scale and 0.29 (p=0.02) with the Sensitivity to Criticism and Failure scale. The Negative Reinforcement and Sensitivity to Criticism and Failure scales correlated -0.17 (p=N.S.) with each other.

 

Two pair of items with similar content were included in the Negative Reinforcement and Sensitivity to Criticism and Failure scales to assess reliability by measuring internal consistency. The Spearman-Brown formula, applied to phi correlations calculated for each pair of item scores, estimated full-scale reliabilities of 0.87 for the Negative Reinforcement scale and 0.79 for the Sensitivity to Criticism and Failure scale (Anastasi, 1988). The reliability of the Type A Behavior scale is given by Young and Barboriak (1982).

 

PROCEDURE

 

Clients were administered the Reinforcement Motivation Survey (RMS) and the Beck Depression Inventory (BDI) (Beck, et al., 1961) during the initial evaluation. Clients were directed to complete the RMS based on how they usually thought, felt or acted prior to the onset of pain or PPS symptoms and to answer the BDI questions on the basis of how they felt during the preceding week.

 

Clients in both groups were prescribed individualized rehabilitation programs including physical and occupational therapy, individual and group psychotherapy and EMG biofeedback. The CMP rehabilitation program was designed to eliminate the use of narcotic drugs and assistive devices, decrease anergic or hyperactive behaviors, prescribe stretching and endurance exercises and increase the level of personal and vocational functioning. The PPS rehabilitation program was designed to decrease pain, fatigue and muscle weakness by teaching energy conservation, work simplification and time management, prescribing nonfatiguing exercise and needed assistive devices (Bruno and Frick, 1991). CMP outpatients received three one hour sessions while PPS outpatients received two one hour sessions of physical and occupational therapy per week. CMP or PPS inpatients received 17.5 hours of physical and occupational therapy per week. All clients received one hour per week of individual psychotherapy; CMP clients received four hours per month and PPS clients two hours per month of group psychotherapy. A complete rehabilitation program lasted from eight to twelve weeks.

 

Definition of Non-Compliance. Two types of non-compliance were noted: clients either failed to increase or decrease their levels of activity. For example, clients who failed to increase their level of activity refused to leave bed in the morning, returned to bed prematurely or remained sedentary during the day. Some also failed to attend therapy sessions or left sessions prematurely, failed to perform the prescribed number or type of therapeutic activities or exercises, failed to correct poor posture or to independently perform self-care activities (e.g., failed to stop asking others to help with ADLs). Non-compliant CMP clients also failed to discard unnecessary assistive devices (e.g., a cane, crutch or wheelchair). These types of behaviors were termed anergic non-compliance.

 

The second type of non-compliance was characterized by clients failing to decrease their general level of activity and eliminate behaviors that had been identified as maintaining or exacerbating their symptoms. Typically, these clients failed to attend therapy sessions, perform prescribed physical therapy, relaxation and biofeedback exercises or take prescribed breaks during the day because of schedules that burgeoned with numerous activities in service of employers, social organizations, family members and friends. Clients also failed to decrease the number, duration , intensity or extent of their daily activities or to request appropriate assistance in performing them. PPS clients failed to keep daily activity and symptom logs or to use newly prescribed assistive devices (e.g. a cane, crutch, brace or wheelchair). These types of behaviors were termed hyperactive non-compliance.

 

Discharge Procedure. When non-compliant behaviors were observed by the treatment team, the need for their alteration was discussed with the client. If the behaviors did not change by the next therapy session, a behavioral contract was written by the team that detailed the specific behavior(s) to be altered and stated that the client would be discharged from all therapies if a behavior change was not effected. The contract

 

was presented to the client by the treatment team and signed by the client.

 

If the client refused to sign the contract, he was immediately discharged from all therapies until he was willing to participate in the rehabilitation program. If the client signed but failed to comply with the contract by the next therapy session the client again met with the team. The non-compliant behavior(s) were again discussed and the terms of the contract reiterated. The client was immediately discharged from all therapies if the contract was violated a second time and readmitted only when he was willing to participate in the rehabilitation program. Clients were classified as anergic or hyperactive non-compliers depending upon the type of behavior they emitted that caused their discharge from therapy (see above).

 

Data Analysis. Descriptive statistics were calculated for all variables. Two-tailed independent-groups ttests, with p values corrected for multiple comparisons using the Bonferroni inequality, were used to compare the control subject’s BDI and RMS scores to those of the CMP and PPS client groups (Table 2) and the three outcome subgroups (those who completed rehabilitation or were discharged for anergic or hyperactive non-compliance) (Table 3) and within the three outcome subgroups.

 

RESULTS

 

Twenty-five (31%) of the CMP clients and 14 (34%) of the PPS clients were prematurely discharged for non-compliance with their rehabilitation program. Fifteen (18%) CMP clients and 3 (7%) PPS clients were discharged for anergic non-compliance, while ten (13%) CMP clients and 11 (27% ) PPS clients were discharged for hyperactive non-compliance.

 

CMP clients were significantly younger (40 +/- 10 years) than the controls (50 +/- 13 years)(t=5.91; p < 0.01) and PPS clients (48 +/- 11 years)(t=3.83; p<.01). However, there were no significant differences in age within the CMP or PPS outcome subgroups or in years of education between the CMP and PPS groups or within the outcome subgroups. There were also no significant differences within the PPS subgroups in years since polio onset. However, CMP clients discharged for hyperactive non-compliance reported significantly more years since pain onset (6.3 +/- 7.4) as compared to the CMP clients who completed rehabilitation (2.6 +/- 2.4)(t=3.01; p<0.01).

 

Beck Depression Inventory Scores. The mean BDI score in the CMP group was statistically but not clinically (not >17) significantly elevated as compared to the control and PPS group means (Table 2) (Beck, et al ., 1961). The BDI scores for the CMP clients who completed rehabilitation and those who were discharged for anergic non-compliance were statistically significantly elevated as compared to the control group mean (Table 3). However, only the mean BDI score of 19 in the CMP clients discharged for anergic non-compliance was clinically elevated indicating that these clients as a group demonstrated symptoms of “mild” depression (Beck, et al., 1961).

 

There were no significant differences in BDI scores between the PPS clients as a group and the controls, within the PPS subgroups or between the controls and any PPS subgroup.

 

Type A Behavior Score. The mean Type A Behavior scale (TAB) score was significantly elevated in CMP clients as a group as compared to the controls (Table 2). The mean TAB score was also significantly elevated as compared to the controls in the CMP clients who completed rehabilitation and elevated even higher in those who were discharged for hyperactive non-compliance (Table 3). However, there were no significant differences in TAB score between the CMP clients discharged for anergic non-compliance and the controls or within the CMP subgroups. There were no significant differences in TAB scores between the PPS clients as a group and the controls, within the PPS subgroups or between the controls and any PPS subgroup.

 

Negative Reinforcement Motivation Score. The mean Negative Reinforcement Motivation scale (NEG) score was significantly elevated in the CMP clients as a group (Table 4) and in each of the CMP subgroups as compared to the controls (Table 5). However, there were no significant differences in NEG scores within the CMP subgroups. There were also no significant differences in NEG scores between the PPS clients as a group and the controls, within the PPS subgroups or between the controls and any PPS subgroup.

 

Sensitivity to Criticism and Failure. There was no significant difference in the mean Sensitivity to Criticism and Failure scale (SEN) score between the CMP clients as a group and the controls (Table 2) or between any CMP subgroup and the controls (Table 3). However, the SEN score was significantly elevated in the CMP clients discharged for hyperactive as compared to anergic non-compliance.

 

The mean SEN score was significantly elevated in the PPS clients as a group as compared to the controls (Table 2). The mean SEN score was also significantly elevated as compared to the controls in the PPS clients who completed rehabilitation and elevated even further in those who were discharged for hyperactive non-compliance (Table 3). However, there was no significant difference in SEN score between the PPS clients discharged for anergic non-compliance and the controls or within the PPS subgroups.

 

DISCUSSION

 

These findings document that discharge from a chronic pain management program results not only from anergia but also from hyperactivity, since 40% of CMP clients were discharged for hyperactive noncompliance. Further, hyperactive CMP clients did not report significantly more symptoms of depression than did those discharged for anergic non-compliance or those who completed rehabilitation. These findings contradict those of Blumer and Heilbronn (1989) but support the data of King and Snow (1989). Thus, anergia is not always demonstrated by CMP clients, nor are symptoms of depression necessary for the genesis of chronic pain.

 

The significantly elevated Type A behavior and Negative Reinforcement Motivation scores in CMP clients as a group support the description by Van Houdenhove, et al. (1987) of “pain-prone” individuals demonstrating premorbid, internally-driven hyperactivity that serves in part to protect against feelings of guilt (Van Houdenhove, et al., 1987). The lack of significant differences in Negative Reinforcement Motivation scores between CMP subgroups suggests that negative reinforcement motivation may be a trait in individuals who develop CMP and is not a factor that affects compliance with rehabilitation.

 

The significantly elevated Type A behavior score in CMP clients who completed rehabilitation suggests that an elevated level of work-oriented behavior may be helpful or even necessary to complete rehabilitation in a pain management program. This conclusion is supported by the below average Type A behavior score of 39 recorded in CMP clients who were documented to be malingering (Bruno, 1991). These clients demonstrated profound anergia and refused to participate in their own rehabilitation.

 

However, an extreme elevation in Type A score, as seen in CMP clients discharged for hyperactive noncompliance, suggests that excessive Type A behavior may be inimical to the self-care behaviors and moderation of activity that are required to manage chronic pain in clients demonstrating hyperactivity.

 

The significant elevation of the Sensitivity to Criticism and Failure score in CMP and PPS clients discharged for hyperactive non-compliance, as well as in the PPS clients who completed rehabilitation, may be interpreted in a similar fashion. A certain level of sensitivity to criticism and concern about failure may be required for clients to listen to the treatment team and make the significant life-style changes that

 

are necessary to treat both CMP and PPS. This conclusion is supported by the below average Sensitivity to Criticism and Failure score in the clients discharged for anergic non-compliance (Table 3) and by the report of an even lower score of 23 in malingering CMP clients, who appeared insensitive to input from the treatment team or the needs of and impact on others of their continuing disability (Bruno, 1991).

 

On the other hand, extreme sensitivity to criticism and a constant fear of failure would prevent hyperactive individuals from making lifestyle modifications that are readily noticed by others (such as reduced caretaking, eliminating overtime work or using a wheelchair) and that could generate negative comments by family members, friends and colleagues. Thus, the significantly elevated Sensitivity to Criticism and Failure score in the PPS group could explain their 79% rate of hyperactive non-compliance (versus 40% in the CMP group) and the near 4:1 ratio of discharge for hyperactive versus anergic non-compliance in the polio survivors. These clients’ heightened sensitivity may also explain why individuals with supportive and less critical family members were found to be more likely to complete a pain management program (King and Snow, 1989) or rehabilitation for PPS (Creange and Bruno, 1994).

 

Using the RMS in Developing a Rehabilitation Plan. These findings indicate that the Reinforcement Motivation Survey can be useful in both identifying clients with the potential for non-compliance and indicating the form non-compliance will take even before the client begins therapy. Using the RMS to identify potential non-compliers should be of great help to the vocational rehabilitation counselor and insurance nurse who are responsible for returning clients on long-term disability to work in a pressured managed care environment that demands rapid results but allows a minimum expenditure of insurance company dollars. If behaviors that will likely subvert rehabilitation are identified and managed from before the first day of treatment, the client’s potential for success in therapy and returning to work will be maximized. Clients who are unable or unwilling to modify their non-compliant behaviors – in spite of the best interdisciplinary efforts of the case manager, therapists and psychologist – could be discharged from rehabilitation with cause, compensation stopped and their cases closed.

 

For example, clients with markedly elevated Type A behavior or Sensitivity to Criticism and Failure scores (i.e., more than one standard deviation above the control group mean) would be identified as potential hyperactive non-compliers. The early identification of hyperactive non-compliers is especially important, since hyperactive behavior is often overlooked or even welcomed, since counselors are pleased when a client appears “extremely well motivated for therapy.” Hyperactive behaviors that were present premorbidly and that are related to the exacerbation or maintenance of symptoms should be discussed with the client before treatment begins. Clients should be cautioned that unless hyperactivity is decreased , their symptoms will continue, rehabilitation will be subverted and the likelihood of returning to work will be significantly decreased.

 

A rehabilitation plan should then be developed that includes clients keeping daily symptom and activity logs that are reviewed before each therapy session. The presence of hyperactivity should be immediately discussed with the client and its persistence should be addressed by requiring the that client sign a behavioral contract. This contract should make clear that continued treatment and compensation income are contingent on decreasing hyperactive behaviors and full compliance with therapy. A client’s inability to decrease hyperactive behaviors also necessitates referral to a psychologist who can help identify the motivations for Type A behaviors and modify elevated sensitivity to criticism and failure.

 

Clients having extremely low Type A behavior or Sensitivity to Criticism and Failure scores (i.e., below the control group mean) would be identified as potential anergic non-compliers. Even before therapy begins, these clients should sign a behavioral contract stating that all therapy session will be attended, daily logs completed and home exercises and ADL activities performed as prescribed or rehabilitation and

 

compensation income will be discontinued. When physical and occupational therapy begin, the contract is expanded to include an individualized home exercise program and the specific activities to be performed outside of the clinic.

 

We have found the RMS to be very helpful over the past five years in identifying potential non-compliers and guiding the creation of individualized rehabilitation plans. However, we are much more successful in slowing hyperactive clients than in activating those who are anergic. Even the RMS prompting behavioral contracting before treatment begins – contracts promising that therapy and even compensation income will be discontinued with the persistence of non-compliance – cannot motivate the profoundly anergic client to participate in his own rehabilitation. More applied research is needed to identify ways in which the anergic client can be motivated.

 

REFERENCES

 

Anastasi, A., Psychological Testing (6th Edition). New York, Macmillan, 1988.

 

Aronoff, G.M. and Evans, W.O., The prediction of treatment outcome at a multidisciplinary pain center, Pain, 14 (1982) 67-73. [PubMed Abstract]

 

Beck, A.T., Ward, C.H., Mendelson, M., Mock, J., & Erbaugh, J., An inventory for measuring depression, Arch. Gen. Psych., 4 (1961) 53-61.

 

Blumer, D. and Heilbronn, M., The pain-prone disorder: A clinical and psychological profile, Psychosomatics, 22 (1981) 395-402. [PubMed Abstract]

 

Blumer, D. and Heilbronn, M., Chronic pain as a variant of depressive disease, J. Nerv. Ment. Dis, 170 (1982) 381-406. [PubMed Abstract]

 

Blumer, D. and Heilbronn, M., Dysthymic pain disorder: The treatment of chronic pain as a variant of depression. In: C.D. Tolloson (Ed.) Handbook of Chronic Pain Management, Williams & Wilkins, Baltimore, 1989.

 

Bruno, R.L., Predicting pain management program outcome, Arch. Phys. Med. Rehab., 10 (1990) 785.

 

Bruno, R.L. and Frick, N.M., Stress and “Type A” behavior as precipitants of post-polio sequelae. In: L.S. Halstead and D.O. Wiechers (Eds.) Research and Clinical Aspects of the Late-Effects of Poliomyelitis, March of Dimes, White Plains, 1987. [Lincolnshire Library Full Text]

 

Bruno, R.L. and Frick, N.M., Psychology of polio as prelude to post-polio sequelae: Psychotherapy and behavior modification, Orthopedics, 14 (1991) 1185-1193.[Lincolnshire Library Full Text] Cameron, K. and Gregor, F., Chronic illness and compliance, J. Advan. Nurs., 12 (1987) 671-676. [PubMed Abstract]

 

Chapman, S.L., Brena, S.F. and Bradford, L.A., Treatment outcome in a chronic pain rehabilitation program, Pain, 11 (1981) 255-268. [PubMed Abstract]

 

Creange, S.J. and Bruno, R.L., Family support as a predictor of participation in rehabilitation for post-polio sequelae, N.J. Rehab., 8 (1994) 8-11.

 

Ekerling, L. and Kohrs, M.B., Research on compliance with diabetic regimens: Application to practice, Am. Dietetic Assoc., 84 (1984) 805-809.

 

Frick, N.M. and Bruno, R.L., Post-Polio Sequelae: Physiological and psychological overview, Rehab. Lit., 47 (1986) 106-111. [Lincolnshire Library Full Text]

 

Gentry, W.D., Shows, W.D. and Thomas, M., Chronic low back pain: A psychological profile, Psychosomatics, 15 (1974), 174-177.

 

Gluck, T.P., Meilman, P.W., Skultety, F.M. and Dowd, E.T., Prediction of long-term outcome of

 

multidisciplinary pain treatment, Arch. Phys. Med . Rehab., 67 (1986) 293-296.

 

Jette, A.M., Improving patient cooperation with arthritis treatment regimens, Arth. Rheum., 25

 

(1982) 447-453. [PubMed Abstract]

 

King, S.A. and Snow, B.R., Factors for predicting premature termination from a multidisciplinary

 

inpatient chronic pain program, Pain, 39 (1989) 281-287. [PubMed Abstract]

 

Lonnberg, F., Late onset polio sequelae in Denmark, Scand. J. Rehab. Med, Suppl. 28 (1993) 24-31.

 

[PubMed Abstract]

 

Maruta, T, Swanson, D.W. and Swenson, W.M., Chronic pain: Which patient may a pain program help, Pain, 7 (1979) 321-329. [PubMed Abstract]

 

Painter, J.R., Seres, J.L. and Newman, R.I., Assessing benefits of the pain center: Why some patients regress, Pain, 8 (1980) 101-113. [PubMed Abstract]

 

Perkins, K.A. Heart rate change in type a and type b males as a function of response to cost and task difficulty, Psychophysiology, 21 (1984) 14-21. [PubMed Abstract]

 

Powell, L.H., Friedman, M., Thoresen, C.E., et al., Can the Type A behavior pattern be altered after myocardial infarction, Psychosom. Med., 46 (1984) 293-313. [PubMed Abstract]

 

Rosenman, R.H., Friedman, M., Straus R., et al., A predictive study of coronary heart disease, JAMA, 189 (1964) 113-124.

 

Sackett, D.L. and Snow, J.C., The magnitude of compliance and non-compliance. In: R.B. Haynes, D.W. Taylor and D.L. Sackett (Eds.) Compliance in Health Care, Johns Hopkins University Press, Baltimore, 1979.

 

Van Houdenhove, B., Stans, L., and Verstraeten, D., Is there a link between “pain-proneness” and “action-proneness?”, Pain, 29 (1987), 113-117. [PubMed Abstract]

 

Young, L.D. and Barboriak, J.J., Reliability of a brief scale for assessment of coronary-prone behavior and standard measures of Type A behavior, Percept. Mot. Skills, 55 (1982), 1039-1042.

 

[PubMed Abstract]

 

Table 1 [below]

 

Correlations (r) between individual RMS scale items and total scale scores. (Answers scored with a “1” in parentheses; a,b: Item pairs correlated to assess internal consistency.)

 

r Type A Behavior Scale Items.
.59 Do you consider yourself to be ‘hard driving?’ (True)
.54 Do you set at least one deadline per day for yourself? (True)
.53 Is it very important for you personally to get ahead in life? (True)
.47 Do you set at least one deadline per week for yourself? (True)
.45 Do you spend more than 8 hours per week working overtime? (True)
.41 Do you usually wake up in the morning not feeling well rested? (True)
.39 Have you taken less than one vacation per year during the past 5 years? (True)
.34 Do you spend less than 5 days on an average vacation? (True)
.29 Do you enjoy competition? (True)
.18 Do you have a temper that’s hard to control, ‘fiery?’ (True)
r Negative Reinforcement Scale Items.
.49 I don’t need much from people. (True)
.42 I would dislike very much working alone in some isolated place. (False) a
.42 I sometimes need people to prod me to work. (False)
.41 Once I begin a task I try to finish it immediately, even if there’s no deadline. (True) b
.41 When I’m sick, I prefer that my friends leave me alone. ( True)

 

.35 I feel dissatisfied if I remain unnoticed. (False)
.35 I’d rather not be by myself. (False)
.34 I do my best work when I know it will be appreciated. (False)
.32 I feel very uncomfortable when tasks I’ve started go unfinished. (True) b
.28 When I was growing up, I didn’t care to be a member of a group or crowd. (True)
.27 It bothers me that I never get all the praise I deserve for the work I do. (False)
.27 I prefer to work alone. (True) a
.26 I tend to be interested in several different activities, rather than working at one for a long time.(False)
.25 I find it impossible to relax if there’s work left to be done. (True)
.24 I’m never happier than when people say I’ve done a good job. (False)
.22 I have the habit of starting things and then losing interest in them. (False)
.21 I have very many close friends. (False)
.17 More than once, I’ve very nearly let my car run out of gas. (False)
r Sensitivity to Criticism and Failure Scale Items.
.64 What people think of my work very much affects how I feel about myself. (True) a
.60 Criticism disturbs me very much. (True)
.59 Thoughts of my past mistakes often bother me. (True) b
.58 I give little thought to my failures after they’re past. (False) b
.57 If something goes wrong in my work, it can make me feel depressed. (True)
.53 Peoples’ comments about me don’t bother me. (False)
.50 My image of myself depends greatly on success in the work that I do. (True) a
.39 I am the only person I have to please. (False)

Table 2 [below]

 

Mean (± standard deviation) BDI and RMS scale scores for the control, chronic musculoskeletal pain (CMP) and post-polio sequelae (PPS) groups.

 

CONTROLS CMP PPS
Sample Size 125 80 41
Beck Depression Inventory 11 (± 8) a 16 (± 9) 14 (± 9)
Type A Score 47 (± 21) 63 (± 20) 55 (± 18)
Negative Reinforcement Score 52 (± 17) 65 (± 16) 51 (± 14)
Sensitivity to Criticism and Failure Score 59 (± 27) 65 (± 28) 77 (± 22)

a: Mean Beck Depression Inventory score of a group (n=115) diagnosed as not being depressed (from Beck, et al, 1961). Mean score significantly elevated (p<0.01) as compared to the control ( ) or postpolio group ( ¥ ) mean. Editorial Note: Unable to determine from source document to which table entries the latter 2 suffixes apply

 

Tables 3 to 5 missing in source document.

 

The Lincolnshire Post-Polio Network

 

Registered Charity No. 1064177

 

An Information Service for Polio Survivors and Medical Professionals

 

All enquiries, book requests, medical article requests, membership fees, items for newsletters and donations to The Secretary, Lincolnshire Post-Polio Network PO Box 954, Lincoln, Lincolnshire, LN5 5ER United Kingdom Telephone: +44 (0)1522 888601 Facsimile: +44 (0)870 1600840 Email: info@lincolnshirepostpolio.org.uk Web Site: www.lincolnshirepostpolio.org.uk

 

The Lincolnshire Post-Polio Network takes great care in the transcription of all information that appears at this site. However, we do not accept liability for any damage resulting directly or otherwise from any errors introduced in the transcription. Neither do we accept liability for any damage resulting directly or otherwise from the information available at this site. The opinions expressed in the documents available at this site are those of the individual authors and do not necessarily constitute endorsement or approval by the Lincolnshire Post-Polio Network.

 

© Copyright The Lincolnshire Post-Polio Network

 

Copyright is retained by The Lincolnshire Post-Polio Network and/or original author(s). Permission is granted to print copies of individual articles for personal use provided they are printed in their entirety. Links from other Internet WWW sites are welcome and encouraged. We only ask that you let us know so that we can in future notify you of critical changes. Reproduction and redistribution of any articles via any media, with the exception of the aforementioned, requires permission from The Lincolnshire Post-Polio Network and where applicable, the original author(s).

 

Document preparation: Chris Salter, Original Think-tank, Cornwall, United Kingdom.

 

Document Reference: <URL:http://www.zynet.co.uk/ott/polio/lincolnshire/library/harvest/rms.html> Created: 12th February 1997

 

Last modification: 29th January 2010.

Predicting Hyperactive Behavior as a Cause of Non-Compliance with Rehabilitation Read More »

Silicone Sex and Polio Survivors

SILICON, SEX and POLIO SURVIVORS

Dr. Richard L. Bruno

Post-Polio Service

Kessler Institute for Rehabilitation 1995

Last January I got a brand new Macintosh computer that came with a modem. Ever since I’ve been “surfing” the Internet, hardly stopping for food or sleep. You’d be amazed at what I’m finding on the disABILITIES bulletin boards: Sex. Yes, unbridled, undiluted and unimpeded discussions about sex among people with all kinds of disabilities, from high-level quads to quadruple amputees. However, there is one place where I’ve heard no discussion of sex: the Post-Polio bulletin board. There are lots of questions about PPS that you had the answers to years ago: Do I have ALS; does exercise make you weak; where can I get a scooter? But, not one question or comment about sex.

I guess I shouldn’t be surprised. Many of our patients at Kessler don’t mention sex, either. Some mention that spouses do not believe that PPS symptoms are “real.” But, most often spouses are very supportive about the need for their post-polio mate to slow down and take care of themselves, even if that means a new brace, crutches or a scooter. So, if spouses are so supportive, why is there no mention of sex?

ALL’S TOO QUITE ON THE SOUTHERN FRONT

There are probably several reasons for the lack of talk about sex:

Many polio survivors grew up in the 50’s when discussing sex was the same as walking down Main Street without your pants. Also, 40 years ago, even more than today, people with disabilities were thought not to be fully human, let alone sexual beings;

Also, it was vital back in the dark ages that anything not “normal” (that is anything not seen on Ozzie and Harriette) be hidden. So, if a polio survivor expected to have a relationship with someone the disability had to be hidden. Since the polio residuals were often hard to hide, the disability was often just ignored or denied. It amazes me still how many survivors tell me that they have never, ever discussed the fact they had polio with their spouse, let alone the experience of having had polio or – God forbid – their feelings about it.

The process of hiding, denying or ignoring the reality of what’s happening in one’s body caused problems. Many people just turned off any awareness of their bodies and any feelings they have below the neck. Others have turned off ALL feelings, both below and above the neck. Since you can’t turn off pain without turning off pleasure as well, an inability to feel will make sensuality or sexuality nearly impossible – or as appealing as eating dry toast.

Also, walling off one’s feelings also cuts off the ability to be intimate with oneself and with others. And,

intimacy is the gateway to sexuality.

Having a visible disability at an early age can result in other barriers to intimacy and sexuality. There is a disturbingly high frequency of physical, emotional and sexual abuse among polio survivors. Nearly one third of the patients we treat have been physically or emotionally abused, and 25% of the women have been sexually abused. Not surprisingly, those who have been abused are much less likely to risk intimacy or be interested in sex.

Also not surprisingly, the more obvious the assistive device people used following polio the more likely it was that [they] had been abused. No wonder polio survivors discarded their braces and crutches and don’t want them back – ever! Now, 40 years later when PPS symptoms start and braces, crutches and wheelchairs are appearing again, the painful memories of the past and the reality of disability can no longer be hidden. Old fears of unacceptability and new fears of rejection surface and cut self-esteem off at the pass. And, the old viscious Rules of Society also come screaming back:

Rule #1: If you’re disabled, you’re not attractive;

Rule #2: If you’re not a attractive you can’t be sexual;

Rule #3: If you can’t be sexual, you shouldn’t have sexual feelings;

Rule #4: Wear flannel pajamas and sleep on the couch.

“IF I THINK I’M SEXY AND I LIKE MY BODY…”

Well, sexy is a sexy thinks. One of the disABILITIES bulletin boards is actually called “Sex is 99% Mental.” Sure you may not look like Cindy Crawford or Mel Gibson. But, how many non-disabled people do? What counts is how you feel about yourself, not how you look to others. If you’re not acceptable to yourself, you wont be sexually available to or even intimate with others.

The first step to intimacy and sexuality is recognizing and dealing with the emotional reality of the original polio and any abuse you have experienced because if it. Next, you need to identify your own negative feelings about yourself and stop projecting them in to the heads of potential friends and lovers. Since a whopping 72% of polio survivors are married, it’s your spouse’s head that you’re filling with your own negative thoughts about yourself and fears of rejection.

Finally, if you turned off your body to stop feeling physical pain, you need the experience of good physical feelings. You need to decrease your PPS fatigue, muscle weakness, and pain by decreasing physical and emotional stress. Then, you need to start sending pleasant physical sensation to your brain. Try long hot baths, a whirlpool or best of all a massage. When your make nice to your body and good feelings start traveling to your head, other good physical sensations (like the erotic ones) will follow that “stairway (or ramp) to heaven.”

For those who are single, get a computer, a modem and start “surfing the net.” It is actually possible to meet hundreds of people without leaving you living room. Whether you decide to let them into your life (or your bedroom), the safety of the computer gives you the freedom to be yourself and even practice being intimate with others, without worrying that everyone is looking ONLY at your brace.

When all is said and done, here’s the Golden Rule for being an intimate and sexy polio survivor (with apologies to Nike):

Turn off your thoughts, turn on your body and JUST DO IT!

The Lincolnshire Post-Polio Network

Registered Charity No. 1064177

An Information Service for Polio Survivors and Medical Professionals

All enquiries, book requests, medical article requests, membership fees, items for newsletters and donations to

The Secretary, Lincolnshire Post-Polio Network

PO Box 954, Lincoln, Lincolnshire, LN5 5ER United Kingdom

Telephone: +44 (0)1522 888601

Facsimile: +44 (0)870 1600840

Email: info@lincolnshirepostpolio.org.uk

Web Site: www.lincolnshirepostpolio.org.uk

The Lincolnshire Post-Polio Network takes great care in the transcription of all information that appears at this site. However, we do not accept liability for any damage resulting directly or otherwise from any errors introduced in the transcription. Neither do we accept liability for any damage resulting directly or otherwise from the information available at this site. The opinions expressed in the documents available at this site are those of the individual authors and do not necessarily constitute endorsement or approval by the Lincolnshire Post-Polio Network.

© The Lincolnshire Post-Polio Network 1998 – 2010.

Copyright is retained by The Lincolnshire Post-Polio Network and/or original author(s). Permission is granted to print copies of individual articles for personal use provided they are printed in their entirety. Links from other Internet WWW sites are welcome and encouraged. We only ask that you let us know so that we can in future notify you of critical changes. Reproduction and redistribution of any articles via any media, with the exception of the aforementioned, requires permission from The Lincolnshire Post-Polio Network and where applicable, the original author(s).

Document preparation: Chris Salter, Original Think-tank, Cornwall, United Kingdom.

Created: 14th November 1998

Last modification: 22nd January 2010.

Silicone Sex and Polio Survivors Read More »

The Paradigms of the 50s

POST-POLIO SEQUELAE AND THE PARADIGMS OF THE 50’s:

Newtie, Ozzie and Harriet versus Paradigms of Caring and a Future for Rehabilitation in America.

Richard L. Bruno, Ph.D.

The 45th annual John Stanley Coulter Memorial Lecture presented to the American Congress of Rehabilitation Medicine, Alexandria, Virginia, June 24, 1995

Archives of Physical Medicine and Rehabilitation, 76 (12): 1093-1096.

Lincolnshire Post-Polio Library copy by arrangement with the Harvest Center Library

Post-Polio Rehabilitation and Research Service

Kessler Institute for Rehabilitation

Saddle Brook, New Jersey

and

Department of Physical Medicine and Rehabilitation

New Jersey Medical School/UMDNJ

Newark, New Jersey

Please address correspondence to: Dr. Richard L. Bruno, Post-Polio Rehabilitation and Research Service, Kessler Institute for Rehabilitation, Saddle Brook, New Jersey 07663.

POST-POLIO SEQUELAE AND THE PARADIGMS OF THE 50’s: Newtie, Ozzie and Harriet versus Paradigms of Caring and a Future for Rehabilitation in America.

Richard L. Bruno, Ph.D.

We find ourselves at an extremely interesting and extremely extreme point in our nation’s history. The pendulum of what American’s believe government should do has swung all the way from FDR’s New Deal, gaining momentum as it flew past LBJ’s Great Society to hit Bill Clinton squarely between the eyes. In listening to the political rhetoric since last year’s Republican coup, I believe that not only have the times changed but also that time itself has changed. I have the feeling it is not June 24, 1995. It feels to me as if the clock has been turned back exactly forty years. So, put on your poodle skirts, slick back your D.A. and let’s return to those thrilling days of yesteryear so we can view the childhood and adolescence of rehabilitation through the eyes of those who have grown up with it: the survivors of America’s polio epidemics. Let’s see what lessons have been learned, now that both the polio poster children and rehabilitation have reached mid-life, and ask this most important question: Given the current ideological timewarp, will polio survivors – will rehabilitation itself – have any future at all, let alone enjoy their golden years?

FRIDAY, JUNE 24, 1955.

So it’s Friday, June 24, 1955, and everyone likes Ike in these 48 United States. To date, only a California politician named Douglas and the victims of Joe McCarthy hate our Vice-President. Bob Dole is a practicing lawyer in Russell, Kansas ten years after his spinal cord was damaged during a mortar attack in Italy. Little Newtie Gingrich turned twelve just last Friday. I see him praying fervently in his sixth grade classroom that God make Congress understand that U.S. troops should not be keeping the peace in Korea.

In 1955, polio has been at the forefront of our nation’s consciousness for more than twenty years. Rehabilitation professionals are intimate with the literature on polio, its symptoms, pathophysiology and treatment. Two years ago, they read in J.A.M.A. that at least 39 percent of those having had non-paralytic polio showed measurable weakness in at least one muscle group, and 43 percent reported “increased fatiguability,” as much as six years after their acute polio [1,2]

These findings were not surprising. As early as 1940, David Bodian concluded that at least 60 percent of motor neurons had to be killed by the poliovirus for there to be any symptoms of weakness. But, even more important, Bodian found that poliomyelitis was an afterthought of the poliovirus. He concluded that an encephalitis exists whenever the poliovirus enters the CNS “whether symptoms (of paralysis) are present or not.” [3] This polioencephalitis was found to consistently and often severely damage specific brain regions: the reticular formation, hypothalamus – even the basal ganglia. [4] This damage was invoked by Bodian and others to explain the “fatiguability and fleeting attention” that were seen to persist for months after the acute poliovirus infection. [5]

Unfortunately, these important facts about polio, along with many others, are about to be erased from the consciousness of rehabilitation professionals. Why?

Because it’s 1955 and we believe in The Paradigm of Cure. Americans believe we have ‘cured’ polio by finding an effective preventative. Seven million Americans have thus far been inoculated with the new Salk vaccine. Last week, only 266 cases of polio were reported, the lowest weekly total since 1951. 43,000 cases of polio will be reported this year, down from the record high of 80,000 in 1952. Still, it will take until 1960 for the annual number of polio cases to dip below 10,000.

It’s 1955, and we act according to The Us versus Them Paradigm. Today the House of Representatives unanimously passed a resolution condemning “colonialism and Soviet imperialism.” The man on the street will angrily tell you that Americans are superior to ‘those Godless Commies’ and that it is better to be ‘dead than red.’

And, the ubiquitous symbol of ‘them,’ the adorably pitiful poster children of the National Foundation for Infantile Paralysis, have done their job well. Clad in heavy metal braces, leaning tenuously on their crutches, they called down from their posters to America’s mothers and fathers, saying: “Give money to find the polio vaccine. Don’t let your child become crippled, like me!” But, it’s 1955 and the vaccine has been found. The poster children are needed no more.

In 1955 rehabilitation is provided according to The Institutional Paradigm. To house and treat the thousands who contract polio each year, special hospitals have been built. Children are ripped away from their families and admitted for months, sometimes years. Huge wards provide assembly-line care as scores of scores of polio survivors are fed, bathed and treated. Parental visits, which always disrupt the hospital routine, are allowed rarely, briefly or not at all. Patients are slapped or beaten with rubber truncheons by therapists to ‘motivate’ them to stand up and walk. Patient’s tears or an angry word – triggered by pain, fright, homesickness, or even a nightmare – not infrequently result in the application of a straight jacket or being locked in a dark closet for the night.

It’s 1955, and we also practice The Paradigm of Shame and Shunning. Much is shameful in 1955 and many are shunned. Young, pregnant women are regularly sent away to homes for wayward girls or to back alleys. A ‘Gentleman’s Agreement’ is still in effect, and many Americans remain in the closet while others are allowed to ride only in the back of the bus.

So it is not surprising that merely having had polio, let alone not recovering completely from paralysis, are cause for both shame and shunning. Polio survivors and their entire families are often shunned for having been tainted by the ‘dreaded disease.’ Braces and crutches are certainly cause for shunning, repulsive reminders of our own physical vulnerability and of the medical profession’s shame at its failure to actually cure polio.

Finally, and most distressing, in 1955 we believe in The Paradigm of Normalcy. Tonight, at 8:00 on A.B.C, a cardigan-clad Ozzie Nelson will sit in his (and our) living room while wife Harriet waxes the kitchen floor wearing high-heels and pearls. Sons Rickie and David will come running in from a sock hop. Needless to say, no character on “The Adventures of Ozzie and Harriet” will be seen to have had polio or to have any other disability.

Thus polio survivors are taught that if they are to be accepted back into society, they must become ‘normal’ again. They must work hard and then harder in physical therapy to rid themselves of the wooden and steel stigmata of the terror that is polio. If they are to function in a totally inaccessible world, even paraplegic polio survivors must be able to walk.

So, polio survivors do work hard, harder than anyone ever has. They discard their braces and crutches. Then they go even further. They go to college, when other Americans only finish high school. They marry and have children. They work more hours of overtime and take fewer sick days than non-disabled workers. [6] They are hard-driving, overachieving perfectionists who become the leaders of their communities, their professions, the chief executives of the largest corporations. [7,8] Normal? Polio survivors transcend mere normalcy to become America’s best and brightest as our country’s clock runs forward.

THE CLOCK RUNS FORWARD . . .

During the next decades America – along with its 1.63 million polio survivors – happily forget about polio as we experience wonderful advances in rehabilitation and violent changes in our society:

The domino theory is displaced by detent and followed by dissolution of the Soviet empire; Wooden legs become polypropylene prostheses;

Our leaders and our innocence are assassinated again, and again, and again;

Wheelchairs once wicker and wood become carbon composite;

The War Against Poverty is overshadowed by the Cold War become hot in Vietnam; Paternalistic institutions become independent living centers;

Richard Nixon, Vice-President, becomes President, unindicted co-conspirator, pariah and finally, inexplicably, elder statesman;

Charity appeals for ‘those poor, pitiful cripples’ are finally made unacceptable by the demands of people with disabilities for their civil rights;

Multidisciplinary, becomes interdisciplinary becomes managed care;

The Voting Rights Act is followed by Section 504 and finally by the A.D.A.

. . . AND THEN THE CLOCK RUNS BACKWARD

But, in 1980 America’s clock stopped moving forward and began to actually run backward. An old rhetorical cold warrior became President by asking us to remember how happy we were in 1955 watching – and he believed living – “The Adventures of Ozzie and Harriet.”

But, for America’s polio survivors, the clock had already been running backward. They were being reminded of a 1955 that was not happy. Forty years after polio, their bodies were beginning to break down as a direct result of the paradigms of the 50’s. Society’s Paradigm of Normalcy, applied so successfully by polio survivors, was now extracting its price in disabling fatigue, muscle weakness and pain. [9] Polio survivors were losing the very abilities that allowed them to appear normal, that prevented shame and shunning, that freed them from institutions and allowed them to pass for normal, to become one of ‘us.’

But today, in 1995, the plight of polio survivors is of no interest to America. Why? Because it’s 1955 again. Polio has been conquered and the poster children are gone. “Forget about polio,” says our society. The National Foundation for Infantile Paralysis, now the March of Dimes Birth Defects Foundation, was asked to fund research on Post-Polio Sequelae ( PPS). “No,” said the March of Dimes, “Polio is gone. We’re curing birth defects now. If we help polio survivors, our donors will become confused. Why don’t you ask Congress for help with this orphan disease?”

So, every year since 1985 Congress has been asked to set aside funds for research on PPS, just one dollar for each polio survivor. And every year Congress says, “No. There will be no set aside. The few remaining polio survivors will be dead soon anyway. Why don’t you study an important disease or ask a private foundation for research funding?”

Of course, the ‘few remaining polio survivors’ conservatively number more than one and a half million. Polio is still the second most frequent cause of paralysis, after stroke. [10] And, polio survivors are hardly moribund; our typical patient is a working mother of 48. Polio survivors are still America’s best and brightest, both the foundation and the leaders of our society. But these facts are of no importance. The clock has been turned back and the paradigms of the 50’s have returned:

In 1995, The Paradigm of Normalcy has returned. Conservative Christian, two-parent families are normal. Anything else, to quote House Speaker Gingrich, is “corrupt and bizarre.”

The senior Senator from Kansas is running for President, again. Why? Because of his vision to lead our country forward into the new millennium? No. And not even because he wants to lead America back to the glorious 50’s. According to Senator Dole’s niece, Nancy Poche, “He still has this one

thing he needs to do. He’s still proving that he’s not handicapped.” [11] Bob Dole is clearly following the Paradigm of Normalcy: Crippled is unacceptable, normal is necessary and only achievements above and beyond normal can make ‘the handicapped’ acceptable to society. As we have seen once before in this century, only being elected President of the United States can convince a disabled man that he is normal again. [12]

In 1995, The Paradigm of Shame has also returned. Americans should be shamed into changing their circumstances, or at least their behavior. The homeless are prostitutes, alcoholics and drug addicts who should be ashamed of their lives and ‘pull themselves up by their boot straps.’ Irresponsible single women should be shamed into abstaining from sex so as not to become pregnant out of wedlock and end up on the dole.

But if shame doesn’t change behavior The Institutional Paradigm should again be applied. The Poor House should be rebuilt; children should be removed from their shameful single mothers and raised in orphanages.

The Institutional Paradigm can also be used as an adjunct to the 1950’s tried and true Paradigm of Cure. Those having a disease whose effects leave them unable to contribute meaningfully to the economy should not be allowed to place a drain on the free market. All forms of “compassionate excess,” to use the House Speaker’s phrase, should be eliminated : i.e., Medicaid, Medicare, SSI, SSDI, and especially funds for rehabilitation. Even today, Medicare will only cover outpatient rehabilitation if an individual is ‘falling or unsafe,’ the maxim being don’t let them die, but don’t help them regain function, either. This current policy is tragic for those whose PPS have forced them to go out on disability but who want to regain function and return to work.

But, you know, it would be much less expensive to forgo rehabilitation completely and simply institutionalize all of those too disabled to work. This will be an about-face from current policy, where the only people who shouldn’t be institutionalized are the homeless and the recently reinstitutionalized mentally ill. But, such a policy reversal could be a deficit busting bonanza if we heed the advice of New York’s Governor and require that residents of homeless shelters pay rent. Imagine the tremendous cost savings to society if the government stops paying for rehabilitation and actually makes money by collecting rent from those it institutionalizes.

Finally, in 1995, The Us versus Them Paradigm has returned. In a remarkable echo from the 1950’s, House majority leader Dick Armey published a letter last May black-balling left-leaning charities. Principle among these communist organizations was the American Cancer Society, tarred as an enemy of the free-market because it opposes the sale of cigarettes.

Representative Armey and his troops have also stated that everyone who is not ‘us’ – that is white, working, born-again, non-disabled males – is not a ‘true’ American and should be regulated – that is shamed, cured or institutionalized – into normalcy. However, all regulation of ‘us’ – that is white, business-owning, non-disabled males – should be removed. Clean air and water statutes, safe food regulations, and especially OSHA (including its new repetitive motion disorder guidelines) should be eliminated because they constrain the operation of the free market. Can repeal of workers’ compensation, child labor laws and the spendthrift A.D.A. be far behind?

But think about it. The elimination of regulation should be a boon to the medical industry in general and rehabilitation in particular. Just think of how much carpal tunnel syndrome we will be treating. However, the people most affected by eliminating regulation will be ‘them:’ workers with no clout, no voice, no cash to pay for a $500-a-plate campaign fund raiser for Congressman Armey. Their

medical insurance will have been lost along with their jobs and government funding will no longer be available to pay for rehabilitation. There will be nothing left for ‘them’ to do but beg for spare change to pay rent at the shelter.

SATURDAY JUNE 24, 1995

It is vital that each one of us remembers it is not 1955. No matter how loudly the strident and self-assured voices across the Potomac proclaim that they are restoring the old world order, the clock has not been turned back that far . . . at least not yet. It is still 1995, where we find ourselves at an extremely dangerous point in the life of our nation. The pendulum of what Americans believe government should do and our nation should be is swinging back to a simpler and more simplistic time. Will polio survivors and rehabilitation have any future, let alone their golden years? It is up to us, as individuals, rehabilitation practitioners, and members of this Congress, to insure the future by not allowing the pendulum to swing back and by preventing America from reverting to the paradigms of the 50’s.

We must prevent a return to The Paradigm of Normalcy and instead embrace Paradigms of Quality. Rehabilitation is the one specialty where normalcy – that is the absence of disease or its symptoms – is not the goal. Rehabilitation’s focus on function, on nothing less than quality of life is uniquely ours as a specialty. But, promoting quality is not easy. Recommending that our post-polio patients use new ‘abnormal-looking’ assistive devices is emotionally painful, both for our patients and for us on the treatment team. However, it is only this departure from 40 years of ‘normalcy’ that allows our patients to regain function and maintain their quality of life.

Further, promoting Paradigms of Quality will have effects far beyond our clinics. Our philosophy of quality of life places us in the eye of the vitriolic hurricane of debate about life itself. Should an elevated a – fetoprotein be an automatic criterion for abortion because no child with spina bifida could possibly have quality of life? Should a C2 quad, like Christopher Reeve, or woman in Wisconsin with CP or the paraplegic director of a post-polio service – be allowed or even assisted to die because having any disability is, as one insurance company describes it, “a living death?” [13]

Our unique experience and philosophy can help this society make reasoned decisions about whether life should end when its quality is gone. In the process, we will begin to eliminate society’s notion of disability as “a living death.” [14,15]

Further, if we reject The Paradigm of Normalcy we will also be eliminating The Paradigm of Shame. It must no longer be shameful in America to have a disability. We must end society’s view of people with disabilities as ‘them.’ We must act together to finally end Jerry Lewis’ demeaning Labor Day spectacle. We must ask well-meaning A.C.R.M. members to stop injury prevention programs that send former SCI and TBI patients to high schools and Rotary Clubs as a warning to careless drivers and careless divers. The message of these programs is the same as that of the polio poster children forty years ago: “Don’t become crippled, like me. Don’t become one of the living dead.”

We must also continue to fight The Institutional Paradigm as we have for more than a generation. We must rededicate ourselves to self-advocacy, self-determination and independent living – to Roberts Rules if you will – in memory of polio survivor and vocational rehabilitation pioneer Ed Roberts.

Finally, we must reject The Paradigm of Cure and replace it with Paradigms of Care and, even more, with Paradigms of Caring. We rehabilitation professionals must be the voice of caring in our society, demanding that Congress set priorities for policy beyond merely cutting the budget deficit.

We must state clearly that assuring medical care for all Americans is not the redistribution of wealth, but the redistribution of health; that managed care is not desirable merely because it manages to cut costs. We must demand that the emphasis always be on care that is also carefully managed. We must state unequivocally that medical care is an American’s first right, the right that makes possible not only life, but also liberty and the pursuit of happiness.

In 1995, at this extreme point in the life of our nation, we have three choices: We can react, revert and return to “The Adventures of Ozzie and Harriet;” we can remain in the present, recline and retire with “Rosanne” and “ER;” or, we can can reject ‘us versus them,’ normalcy, shame, inhuman institutions and simplistic cures. We can remember our past, remake our present and restore the possibility of a future – and even golden years – for polio survivors and for rehabilitation in America.

REFERENCES

  1. Mascots E, Kaplan LI. Follow-up studies in seventy-five cases of nonparalytic poliomyelitis. Journal of the American Medical Association 1953; 152:1505-1506.
  2. Shaw EB, Levin M. The infrequent incidence of nonparalytic poliomyelitis. Journal of Pediatrics 1954; 44: 237-243.
  3. Howe, HA, Bodian D. Neural Mechanisms of Poliomyelitis. New York: The Commonwealth Fund, 1942.
  4. Bruno RL, Frick NM, Cohen, J. Polioencephalitis, stress and the etiology of Post-Polio Sequelae. Orthopedics 1991; 14 (11): 1269-1276. [Lincolnshire Library Full Text]
  5. Bruno RL, Sapolsky R, Zimmerman JR, Frick NM. The pathophysiology of a central cause of post polio fatigue. Annals of the New York Academy of Sciences 1995; 753: 257 – 275. [Lincolnshire Library Full Text]
  6. Lonnberg, F. Late onset polio sequelae in Denmark. Scand. J. Rehab. Med. 1993; Suppl. 28: 1-32. [PubMed Abstract]
  7. Bruno RL, Frick NM. Stress and “Type A” behavior as precipitants of Post-Polio Sequelae. In LS Halstead and DO Wiechers (Eds.): Research and Clinical Aspects of the Late Effects of Poliomyelitis. White Plains: March of Dimes Research Foundation, 1987. [Lincolnshire Library Full Text]
  8. Bruno RL, Frick NM. The psychology of polio as prelude to Post-Polio Sequelae: Behavior modification and psychotherapy. Orthopedics 1991; 14 (11): 1185-1193. [Lincolnshire Library Full Text]
  9. Frick NM, Bruno RL. Post-Polio Sequelae: Physiological and psychological overview. Rehabilitation Literature 1986; 47 (5-6): 106-111. [Lincolnshire Library Full Text] 10. Parsons PE. Data on polio survivors from the National Health Interview Survey. Washington, D.C.: National Center for Health Statistics, 1989.
  10. Roberts SV. A warhorse’s toughest fight. U.S. News and World Report 1995; 118: 40-45. 12. Gallagher HG. FDR’s Splendid Deception. Arlington: Vandamere Press, 1994. 13. Gallagher HG. By trust betrayed: Patients, physicians and the license to kill in the Third Reich. New York: Henry Holt and Company, 1990
  11. Singer, P. Rethinking life and death. New York: St. Martin’s Press, 1995.
  12. Hendin, H. Suicide in America. New York: W.W. Norton, 1995.

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The Paradigms of the 50s Read More »

General information for polio survivors

GENERAL INFORMATION FOR POLIO SURVIVORS

by Dr. Jaquelin Perry

The basic problem is that poliomyelitis destroyed some of the muscle fibers and thus the remaining musculature has had to function at a higher demand than normal. As a result, the muscles are wearing out earlier.

Qualitative measurements of different grades of paralysis demonstrated that our manual muscle tests have overestimated the amount of recovery.

The post-polio “normal” strength is at least 25% less than true normal and may even lack 40%. Similarly, the group graded “good” is only 40% of normal. These strengths are still adequate for a person to carry on customary activities in normal fashion but at a demand that is twice the usual intensity. Hence muscles have been experiencing strain over all the years with gradual accumulations of stress.

The abrupt loss in the ability to function relates to two phenomena. First, all our physiological systems have a buffer zone that makes them able to accept strain for a considerable length of time without showing a frank loss. Once one exceeds the buffer limit, the loss is very prominent. Second, activity such as walking or lifting objects presents fixed mechanical demands. As long as one’s muscle strength exceeds that demand even by 2% or 3%, a person can continue to perform in a usual manner, but if the strength goes below the essential limit– suddenly that function is lost.

The answer is redesigning one’s lifestyle to avoid those activities that cause muscle strain, cramping, persistent fatigue, and, consequently, weakening.

Once the strain has been reduced, then cautious exercise may be of value. Do not take on the exercises, however, until a lifestyle that avoids the strain has been worked out. Also, if they cause any pain, persistent fatigue, or increased weakness, STOP. This means just the mechanics of living are sufficient exercise for your muscles.

At the 1984 Warm Springs Research and Scientific Symposium on the Late Effects of Polio, Dr. David Bodian reported on the intensive polio research he did in 1945. He found that the poliovirus disappeared from the system in 3 weeks. Thus, there is nothing in the tissues to cause a second bout of polio. This again confirms the interpretation that today’s problems are chronic strain of muscles whose strength was overestimated.

The advantage of having had poliomyelitis rather than some other disability is that it allowed one to resume very active and profitable lives for many years. Now it is necessary to recognize that excessive strain is being experienced and that lifestyles must be changed to accomodate this situation.

MEDICAL CONSIDERATIONS FOR EXERCISE

Dr. Jaquelin Perry (with Ranchos Los Amigos Medical Center), unlike some doctors who ban all exercise for a person experiencing Post-Polio Syndrome (PPS), recommends exercise of the rest of the body. Remember, such exercise must be done with planning and common sense.

PPS General Information

Here are some basic guidelines form Richard Simmon’s book “Reach For Fitness”.

DON’T exercise polio affected muscles. Any stress to these now overworked muscles can cause a great deal of harm.

DON’T practice stretching exercises until you have had a clinical evaluation from your physician or physical therapist. Sometimes muscle tightness can be a substitute for a lack of direct muscle strength. (It’s another way your body has compensated for muscle weakness.) Stretching these

benefit, and as a result, you would have less function than you did before the exercise. The clinical evaluation will determine if the tightness you feel is of an obstructive or beneficial variety.

DON’T use any exercise (or equipment) that is intended to powerbuild or strengthen your muscles. some examples of strengthening exercises are using weights, aerobics, jogging, and even just doing exercises that require you to list your body weight when your muscles are too weak to do it spontaneously. Dr Perry suggested that you do only those exercises and activities that can be done without discomfort. The athlete’s philosophy of “no pain, no gain” is totally inappropriate if you already have a disability or a high sensitivity to strain. She said that even athletes later pay penalties for joint and muscle damage done in the name of sport.

DON’T give up exercise completely.

DO, DO, DO exercise the rest of your body. Those muscles that were not affected by the disease and your cardiovascular pulmonary system (vour heart and lungs) need normal daily exercise if you are to keep in top condition

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