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CLINICAL ASSESSMENT FOR
MASSAGE THERAPY
CLINICAL ASSESSMENT FOR
MASSAGE THERAPY
A Practical Guide
All rights reserved. No parts of this publication may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or any information storage and
retrieval system, without either the prior written permission of the publisher or a licence permitting
restricted copying in the United Kingdom issued by the Copyright Licensing Agency Ltd, Saffron
House, 6–10 Kirby Street, London EC1N 8TS.
The right of David Zulak to be identified as the Author of this text has been asserted in accordance with
the Copyright, Designs and Patents Acts 1988.
ISBN 978-1-909141-37-7
Notice
Neither the Publisher nor the Authors assume any responsibility for any loss or injury and/or damage to
persons or property arising out of or relating to any use of the material contained in this book. It is the
responsibility of the treating practitioner, relying on independent expertise and knowledge of the
patient, to determine the best treatment and method of application for the patient.
Foreword
Acknowledgements
Preface
Introduction
Common Abbreviations
2 Impairment model
Assessment versus diagnosis
Impairments as impaired tissues or functions
Impairment model for clinical assessment
Impairments and treatment plans
Why we need to be competent at clinical assessment
Some general guidelines for assessment
Review of what clinical assessment means for massage therapists
3 Assessment protocol
Brief overview of assessment protocol
Comments
Intake: forms, interviewing and case history taking
A short history of pain and impairment
Terms patients use and what they may imply
Interviewing the patient
Observations
Rule outs
More on range of motion testing
Special tests
Comments on ROM testing
Assessment and treatment plan
Impairments and treatment plans
Charting and reporting
Chapter appendix: Assessing joint play with joint mobilization
4 Understanding pain
The pain gate theory
Terminology and definitions
Listening to the tissue: how pain speaks to us and what it might be saying
Conclusion
8 Knee
Clinical implications of anatomy and physiology
Case history (specific questions)
Observation and inspection
Rule outs
Range of motion testing (ROM)
Special tests
12 Lumbar spine
Clinical implications of anatomy and physiology
Case history (specific questions)
Observations
Comprehensive examination of the spine
Rule outs
Range of motion testing (ROM)
Active free range of motion (AF-ROM)
Motion testing for facet joint dysfunctions in the lumbar spine
Passive relaxed range of motion
Resisted isometric testing and strength testing
Special tests
14 Cervical spine
Clinical implications of anatomy and physiology
Comprehensive examination
Case history (specific questions)
Observations
Rule outs
Range of motion testing (ROM)
Special tests
Introduction to specific neurological testing
Temporomandibular joint (TMJ) testing: an introduction
Assessing the TMJ
Motion palpation of the lower cervical spine
15 Thoracic outlet
Clinical implications of anatomy and physiology
Case history (specific questions)
Observations prior to specific TOS testing
Rule outs
Thoracic outlet tests
Upper limb tension tests (ULTT)
16 Shoulder
Clinical implications of anatomy and physiology
Case history (specific questions)
Observations
Rule outs
Insight - why we need to test both sides bilaterally
Range of motion testing (ROM)
Special tests
17 Elbow
Clinical implications of anatomy and physiology
Case history (specific questions)
Observations
Rule outs
Range of motion testing (ROM)
Special tests
Appendices
1 Muscle chart
2 Joints: range of motion and tissues involved
3 Joints; capsular pattern, resting position (“open packed”) and close packed position
4 Neurological testing of nerve roots: upper extremity
5 Neurological testing of nerve roots: lower extremity
6 Testing of major peripheral nerves: upper extremity
7 Testing of major peripheral nerves: lower extremity
8 List of classic orthopedic tests
References
Further reading
Index
Foreword
There are many people to thank for helping me make this book become a
reality. I will begin by thanking all my students, who over the years taught
me so much, who were so patient with me, and who encouraged me to pursue
this project.
A large share of gratitude goes to Johan Overzet. Since meeting at the
Sutherland-Chan School of Massage and Teaching Clinic in 1992, we have
studied together, practiced our craft, debated, and advanced together. We
both attended osteopathic courses together in Canada and helped each other
survive the experience and be better manual therapists for it. The results of
many of our debates over the years are scattered through this book. Johan has
always been honest with me, whether in approval or criticism. That, above
all, proves he is the truest of friends.
I would like to thank Anne Wilson MA for her invaluable editing skills
over these many years. Also, I am indebted to Jackie Guanzon RMT and
Ashley Marcos RMT for their efforts in serving as proofreaders for various
parts of the book. Jackie also served as the principal model throughout the
book, assisted by Antonella Licata, Darryl Hoogendam RMT, Justin Doherty
RMT, Katrina Raney RMT, and Sara Hanson RMT.
I am grateful to my instructors at Sutherland-Chan School of Massage
Therapy for their dedication to the profession and to their students. I wish to
thank Debra Curties RMT and Trish Dryden MEd, RMT for their support and
encouragement in my first attempts at teaching, which also occurred at
Sutherland-Chan. My first co-teacher, the late Earl O’Neal PhD, RMT, who
so generously shared his wealth of experience with me, is fondly
remembered.
I am honored that Sandy Fritz MS, NCTMB has written the Foreword for
this book. I have been inspired by her dedication to the profession of massage
therapy, especially for her efforts over many years to improve the quality of
education available for students and practitioners.
Of course, I need to thank those at Handspring Publishing who worked to
bring this to print, including the publishers Andrew Stevenson and Mary
Law. I especially wish to thank Mary for her kind support, advice and gentle
reminders about deadlines over the last few years. Also, thanks go to Morven
Dean (Project Manager), Bruce Hogarth (Designer), Stephanie Pickering
(Copy Editor) and Hilary Brown (Marketing Manager); and to all those at
Handspring Publishing who had a hand in producing this book.
David Zulak
Preface
Clinical Assessment for Massage Therapy has been created to do what its title
indicates, namely to help students of massage therapy learn the basics of
clinical assessment. It is a manual for practicing massage therapists to recall,
re-learn, or expand their assessment skills. It is designed specifically as a
learning tool.
This assessment guide is written by a massage therapist specifically for
massage therapists. Both students in massage therapy schools and those
already in the profession need a book written with them in mind in order to
help them be as effective and efficient as possible when treating injuries,
impairments, and dysfunctions and ensure that the application of techniques
and modalities remains both appropriate and safe for their patients.
Outcome-based massage
My preference is for the term outcome-based massage. While evidence from
many sources is used by a therapist in developing the most viable, effective
and safe treatment plan for their patient, the outcome is made up from more
than just this. The outcome, as noted above, is also based on the patient’s
expectations (personal and social), understanding (being informed), the
therapeutic relationship (trust), and the consent granted. Treatment (which
includes assessment) is therefore always more than evidence-based.
Evidence-based practices are a necessary component for best practice in
massage therapy, but they alone do not shape the outcomes achieved in
clinical practice.
With respect to the research being done on manual assessment testing that
is aimed at building an evidence base, much of that information requires a
history of health care training or clinical experience in order to be of
relevance to, let alone to be understood and appreciated by, any student of a
health care profession. In light of the brevity of training that most massage
therapists receive (and I include in this the lack of any preparatory education
in the health sciences that the majority of massage therapy students possess
upon enrolling), the information meant to be conveyed by evidence-based
texts on manual testing may convey little to such a student body. In fact, it is
only after they have completed their training, passed competency
examinations, and acquired some clinical experience (beyond their public
clinic experience during schooling) that most practicing massage therapists
have the tools to explore and appreciate this information. Once a student has
learned a specific test, and used it a number of times with a variety of patients
(which often means after they have been practicing for some time), they can
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