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Review Article| Volume 17, ISSUE 9, SUPPLEMENT , T10-T20, September 2016

Assessment of Chronic Pain: Domains, Methods, and Mechanisms

      Highlights

      • Pain assessment represents a critical component of chronic pain classification.
      • Multiple domains of pain should be assessed, including pain severity, pain qualities, bodily distribution of pain, and temporal characteristics of pain.
      • Methods for assessment of pain mechanisms should also be considered, including quantitative sensory testing, brain imaging, epidermal nerve fiber density, microneurography, and pharmacological phenotyping.

      Abstract

      Accurate classification of chronic pain conditions requires reliable and valid pain assessment. Moreover, pain assessment serves several additional functions, including documenting the severity of the pain condition, tracking the longitudinal course of pain, and providing mechanistic information. Thorough pain assessment must address multiple domains of pain, including the sensory and affective qualities of pain, temporal dimensions of pain, and the location and bodily distribution of pain. Where possible, pain assessment should also incorporate methods to identify pathophysiological mechanisms underlying the pain. This article discusses assessment of chronic pain, including approaches available for assessing multiple pain domains and for addressing pathophysiological mechanisms. We conclude with recommendations for optimal pain assessment.

      Perspective

      Pain assessment is a critical prerequisite for accurate pain classification. This article describes important features of pain that should be assessed, and discusses methods that can be used to assess the features and identify pathophysiological mechanisms contributing to pain.

      Key words

      Accurate pain assessment is critical to the classification of chronic pain conditions. Indeed, the Core Diagnostic Criteria proposed in Dimension 1 of the Analgesic, Anesthetic, and Addiction Clinical Trial Translations, Innovations, Opportunities, and Networks (ACTTION)-American Pain Society (APS) Pain Taxonomy (AAPT) includes symptoms and signs of the pain disorder, and pain is, of course, the primary symptom for all chronic pain conditions.
      • Fillingim R.B.
      • Bruehl S.
      • Dworkin R.H.
      • Dworkin S.F.
      • Loeser J.D.
      • Turk D.C.
      • Widerstrom-Noga E.
      • Arnold L.
      • Bennett R.
      • Edwards R.R.
      • Freeman R.
      • Gewandter J.
      • Hertz S.
      • Hochberg M.
      • Krane E.
      • Mantyh P.W.
      • Markman J.
      • Neogi T.
      • Ohrbach R.
      • Paice J.A.
      • Porreca F.
      • Rappaport B.A.
      • Smith S.M.
      • Smith T.J.
      • Sullivan M.D.
      • Verne G.N.
      • Wasan A.D.
      • Wesselmann U.
      The ACTTION-American Pain Society Pain Taxonomy (AAPT): an evidence-based and multidimensional approach to classifying chronic pain conditions.
      Therefore, reliable and valid pain assessment is an essential component of the AAPT framework. In addition to its diagnostic importance, pain assessment serves several other valuable functions. First, pain assessment provides information regarding the severity of the condition. In addition to its diagnostic value, this information is critical for guiding treatment decisions. Also, pain assessment allows clinicians and scientists to monitor the longitudinal course of the pain disorder and to quantify treatment effects. Repeated pain assessment should inform pain treatment in much the same way as repeated blood pressure measurement informs treatment for hypertension. Finally, pain assessment can yield clues regarding the pathophysiological mechanisms underlying the pain condition, which can help guide treatment selection. The purpose of this article, included as part of a special supplement to the Journal of Pain, is to highlight important issues in pain assessment in the context of the AAPT.
      • Fillingim R.B.
      • Bruehl S.
      • Dworkin R.H.
      • Dworkin S.F.
      • Loeser J.D.
      • Turk D.C.
      • Widerstrom-Noga E.
      • Arnold L.
      • Bennett R.
      • Edwards R.R.
      • Freeman R.
      • Gewandter J.
      • Hertz S.
      • Hochberg M.
      • Krane E.
      • Mantyh P.W.
      • Markman J.
      • Neogi T.
      • Ohrbach R.
      • Paice J.A.
      • Porreca F.
      • Rappaport B.A.
      • Smith S.M.
      • Smith T.J.
      • Sullivan M.D.
      • Verne G.N.
      • Wasan A.D.
      • Wesselmann U.
      The ACTTION-American Pain Society Pain Taxonomy (AAPT): an evidence-based and multidimensional approach to classifying chronic pain conditions.
      Although other reviews and book chapters have addressed pain assessment,
      • Breivik H.
      • Borchgrevink P.C.
      • Allen S.M.
      • Rosseland L.A.
      • Romundstad L.
      • Hals E.K.
      • Kvarstein G.
      • Stubhaug A.
      Assessment of pain.
      • Gracely R.H.
      Studies of pain in normal man.
      • Jensen M.P.
      • Karoly P.
      Self-report scales and procedures for assessing pain in adults.
      this article presents a heuristic model for conceptualizing pain assessment in the context of evidence-based pain classification, and for conducting pain assessments that can ultimately provide information regarding pathophysiological mechanisms (Fig 1). Assessment of the patient with chronic pain should also include assessment of other clinically important domains, such as psychological and physical functioning and quality of life. However, those issues are addressed in separate articles in this Supplement (see Turk et al and Edwards et al); hence, this article focuses solely on assessing features related to pain and its underlying mechanisms. Specifically, we discuss important domains of clinical pain that should be assessed and identify appropriate measurement tools. In addition, we describe existing and emerging approaches to assessing pain mechanisms in clinical populations. The article concludes with some recommendations for implementing pain assessment in order to enhance pain classification.
      Figure thumbnail gr1
      Fig 1Heuristic model of pain assessment. This model depicts the 2 major goals of pain assessment: 1) assessment of pain burden, and 2) assessment of pain mechanisms. The left side of the figure depicts the domains of pain burden that should be measured. These measures primarily fulfill the goal of assessing pain burden (as indicated by the solid arrows), but some of these domains can also provide information regarding pain mechanisms (as indicated by the dashed arrows). The right side of the figure displays several common and emerging methods for assessing pain mechanisms (as indicated by the solid arrows).

      Domains of Clinical Pain to Assess

      Sensory and Affective Qualities of Pain

      Because pain is an internal private experience, self-report remains the gold standard for its measurement. The most commonly assessed aspect of clinical pain is its sensory intensity. As summarized in Table 1, multiple approaches are available for assessing pain intensity, including categorical scales (eg, mild, moderate, severe), numerical rating scales (NRS), visual analog scales (VAS), and well-validated verbal descriptor scales that have excellent statistical properties (eg, the Descriptor Differential Scale
      • Gracely R.H.
      • Kwilosz D.M.
      The Descriptor Differential Scale: applying psychophysical principles to clinical pain assessment.
      ). The advantages and disadvantages of these different methods have been well described elsewhere.
      • Breivik H.
      • Borchgrevink P.C.
      • Allen S.M.
      • Rosseland L.A.
      • Romundstad L.
      • Hals E.K.
      • Kvarstein G.
      • Stubhaug A.
      Assessment of pain.
      • Gracely R.H.
      Studies of pain in normal man.
      • Jensen M.P.
      • Karoly P.
      Self-report scales and procedures for assessing pain in adults.
      The NRS is the most commonly used method in clinical settings due to its ease of administration and scoring. A recent systematic review concluded that NRS showed higher compliance and ease of use than VAS.
      • Hjermstad M.J.
      • Fayers P.M.
      • Haugen D.F.
      • Caraceni A.
      • Hanks G.W.
      • Loge J.H.
      • Fainsinger R.
      • Aass N.
      • Kaasa S.
      European Palliative Care Research Collaborative
      Studies comparing numerical rating scales, verbal rating scales, and visual analogue scales for assessment of pain intensity in adults: a systematic literature review.
      These authors also reported a large variety of verbal anchors for the upper end of NRS and VAS; the most frequently used were “worst possible pain,” “worst pain imaginable,” and “most intense pain imaginable.” Consistent with these findings, for most purposes we recommend using an 11-point or 101-point NRS, on which 0 represents “no pain” and 10(0) represents either “the worst possible pain” or “the most intense pain imaginable.” However, in young children or in populations with limited verbal abilities, we recommend the Faces Pain Scale, which presents a series of pictures of facial expression depicting different levels of pain experience.
      • McGrath P.J.
      • Walco G.A.
      • Turk D.C.
      • Dworkin R.H.
      • Brown M.T.
      • Davidson K.
      • Eccleston C.
      • Finley G.A.
      • Goldschneider K.
      • Haverkos L.
      • Hertz S.H.
      • Ljungman G.
      • Palermo T.
      • Rappaport B.A.
      • Rhodes T.
      • Schechter N.
      • Scott J.
      • Sethna N.
      • Svensson O.K.
      • Stinson J.
      • von Baeyer C.L.
      • Walker L.
      • Weisman S.
      • White R.E.
      • Zajicek A.
      • Zeltzer L.
      PedImmpact
      Core outcome domains and measures for pediatric acute and chronic/recurrent pain clinical trials: PedIMMPACT recommendations.
      The time frame over which pain intensity is assessed deserves some mention. Because current pain may not accurately reflect a patient's overall pain experience, instruments such as the Brief Pain Inventory
      • Daut R.L.
      • Cleeland C.S.
      • Flanery R.C.
      Development of the Wisconsin Brief Pain Questionnaire to assess pain in cancer and other diseases.
      • Keller S.
      • Bann C.M.
      • Dodd S.L.
      • Schein J.
      • Mendoza T.R.
      • Cleeland C.S.
      Validity of the brief pain inventory for use in documenting the outcomes of patients with noncancer pain.
      and the Graded Chronic Pain Scale
      • Von Korff M.
      • Dworkin S.F.
      • Le Resche L.
      Graded chronic pain status: an epidemiologic evaluation.
      • Von Korff M.
      • Ormel J.
      • Keefe F.J.
      • Dworkin S.F.
      Grading the severity of chronic pain.
      ask patients to report their worst, least, and average pain intensity over some period of time (eg, the past 24 hours or the past week). This provides important information regarding the patient's overall pain burden for a given period of time.
      Table 1Approaches to Assessing Different Domains of Pain
      Pain DomainMeasuresComments
      Sensory and Affective Qualities of Pain
       Pain intensity: the strength or “loudness” of the painCategorical scales; NRS; VAS; Faces Scale; Verbal Descriptor Scales; Brief Pain Inventory; Graded Chronic Pain Scale0 (no pain) to 10 (most intense pain imaginable); NRS is recommended for most settings due to its ease of use and statistical properties
       Pain affect: how unpleasant or disturbing the pain feelsCategorical scales; NRS; VAS; Faces Scale; Verbal Descriptor Scales0 (not at all unpleasant) to 10 (most unpleasant feeling imaginable); NRS is recommended for most settings due to its ease of use and statistical properties
       Perceptual qualities of pain: description of sensory and other features of the pain, how the pain feelsMPQ; PainDetect; Neuropathic Pain Scale; Neuropathic Pain Symptom Inventory; LANSS; Dolour Neuropathique-4 Questions (DN4)The MPQ yields sensory, affective, and evaluative subscales. The other instruments are screening tools for identifying neuropathic pain features and for tracking outcomes from treatment for neuropathic pain
      Temporal Characteristics of Pain
       Pain duration: time since onset of chronic pain in months or yearsRetrospective self-reportOften difficult for patients to report accurately, especially with insidious onset of pain
       Pain variability: the presence versus absence of pain and fluctuations in pain intensity over timePatient report of the percentage of the waking day during which pain is present; EMAEMA is more accurate but requires patient compliance, and electronic EMA requires specialized hardware and software. EMA can provide direct measures of pain variability, as well as other distributional measures
       Modifying factors: factors that exacerbate or ameliorate the painRetrospective self-report; EMA
      Other Pain Features
       Pain location(s): areas of the body in which patient experiences pain; bodily extent of painPain Drawing (paper-and-pencil or electronic)Identifies specific areas of pain but also assesses how widespread the pain is
       Provocative pain measures: measures collected via physical examination in order to provide diagnostic informationStraight leg raising; digital palpationStraight leg raising is recommended for classifying low back pain in studies of invasive interventions; digital palpation is part of the diagnostic examination for FM and temporomandibular disorders
       Pain behaviors: overt behaviors that convey to the observer that the individual is experiencing painFacial expressions; limping, guarding, bracing, etcSome bedside versions have been developed and validated
      Abbreviation: LANSS, Leeds Assessment of Neuropathic Symptoms and Signs.
      Pain intensity reflects the sensory component of pain; however, another important component of pain severity is pain affect, which refers to how unpleasant or disturbing the pain feels. Pain affect can be assessed using categorical scales, as well as NRS and VAS, where the scale end points are modified to range from “not at all unpleasant” to “most unpleasant feeling imaginable.” Although in most instances, pain intensity and pain affect are highly correlated, under some circumstances these 2 pain dimensions can be independently modulated.
      • Gracely R.H.
      • McGrath P.
      • Dubner R.
      Validity and sensitivity of ratio scales of sensory and affective verbal pain descriptors: manipulation of affect by diazepam.
      • Rainville P.
      • Duncan G.H.
      • Price D.D.
      • Carrier B.
      • Bushnell M.C.
      Pain affect encoded in human anterior cingulate but not somatosensory cortex.
      Therefore, assessing both dimensions of pain can provide valuable information.
      Although single-item measures are most frequently used to assess pain intensity and pain affect, multiple-item instruments can provide additional information regarding the sensory and affective qualities of pain. For example, a pain described as shooting and burning differs from a dull aching pain, even though the 2 pains might be rated as equally intense on an NRS scale. One of the most widely used multiple-item instruments for collecting information regarding pain qualities has been the McGill Pain Questionnaire (MPQ),
      • Katz J.M.
      • Melzack R.
      The McGill Pain Questionnaire: development, psychometric properties, and usefulness of the long form, short form, and short form-2.
      which also has 2 validated short forms (SF-MPQ).
      • Dworkin R.H.
      • Turk D.C.
      • Revicki D.A.
      • Harding G.
      • Coyne K.S.
      • Peirce-Sandner S.
      • Bhagwat D.
      • Everton D.
      • Burke L.B.
      • Cowan P.
      • Farrar J.T.
      • Hertz S.
      • Max M.B.
      • Rappaport B.A.
      • Melzack R.
      Development and initial validation of an expanded and revised version of the Short-form McGill Pain Questionnaire (SF-MPQ-2).
      • Katz J.M.
      • Melzack R.
      The McGill Pain Questionnaire: development, psychometric properties, and usefulness of the long form, short form, and short form-2.
      The MPQ presents 20 groups of words and the patients select all the words that describe their pain. The MPQ yields several subscale scores, including sensory, affective, and evaluative scores. The original MPQ and the SF-MPQ-2 both show high reliability and validity, and some evidence suggests that these instruments can distinguish among different types of clinical pain.
      • Dworkin R.H.
      • Turk D.C.
      • Revicki D.A.
      • Harding G.
      • Coyne K.S.
      • Peirce-Sandner S.
      • Bhagwat D.
      • Everton D.
      • Burke L.B.
      • Cowan P.
      • Farrar J.T.
      • Hertz S.
      • Max M.B.
      • Rappaport B.A.
      • Melzack R.
      Development and initial validation of an expanded and revised version of the Short-form McGill Pain Questionnaire (SF-MPQ-2).
      • Katz J.M.
      • Melzack R.
      The McGill Pain Questionnaire: development, psychometric properties, and usefulness of the long form, short form, and short form-2.
      A valuable aspect of these instruments is their ability to provide information regarding the perceptual qualities of the pain.
      Several additional multiple-item instruments have been developed as screening tools to specifically assess neuropathic qualities of pain, several of which are listed in Table 1. These instruments assess self-reported features such as dysesthesias, electric shock-like or shooting pain, numbness, pain in response to heat or cold, allodynia, etc, and some include responses to evoked stimuli. Most of these instruments have reasonable sensitivity and specificity for distinguishing neuropathic from nonneuropathic pain.
      • Cruccu G.
      • Sommer C.
      • Anand P.
      • Attal N.
      • Baron R.
      • Garcia-Larrea L.
      • Haanpaa M.
      • Jensen T.S.
      • Serra J.
      • Treede R.D.
      EFNS guidelines on neuropathic pain assessment: revised 2009.
      • Haanpaa M.
      • Attal N.
      • Backonja M.
      • Baron R.
      • Bennett M.
      • Bouhassira D.
      • Cruccu G.
      • Hansson P.
      • Haythornthwaite J.A.
      • Iannetti G.D.
      • Jensen T.S.
      • Kauppila T.
      • Nurmikko T.J.
      • Rice A.S.
      • Rowbotham M.
      • Serra J.
      • Sommer C.
      • Smith B.H.
      • Treede R.D.
      NeuPSIG guidelines on neuropathic pain assessment.
      Furthermore, subgrouping of patients based on their potential mechanisms and assessment of treatment outcomes can also be performed using these types of questionnaires (eg, PainDetect, Neuropathic Pain Symptom Inventory).
      • Baron R.
      • Tolle T.R.
      • Gockel U.
      • Brosz M.
      • Freynhagen R.
      A cross-sectional cohort survey in 2100 patients with painful diabetic neuropathy and postherpetic neuralgia: differences in demographic data and sensory symptoms.
      • Freeman R.
      • Baron R.
      • Bouhassira D.
      • Cabrera J.
      • Emir B.
      Sensory profiles of patients with neuropathic pain based on the neuropathic pain symptoms and signs.
      Even in many nonneuropathic pain conditions, a substantial proportion of patients endorse “neuropathic” pain qualities, which raises questions regarding the specificity of these signs and symptoms. Moreover, a recent systematic review found that many of these scales demonstrate inadequate measurement properties, emphasizing that these tools “should not replace thorough clinical assessment.”
      • Mathieson S.
      • Maher C.G.
      • Terwee C.B.
      • Folly de Campos T.
      • Lin C.W.
      Neuropathic pain screening questionnaires have limited measurement properties. A systematic review.

      Temporal Characteristics of Pain

      The temporal features of pain, although quite important, are less often systematically assessed. These include the duration and chronicity of pain, and the temporal pattern of the pain (eg, episodic, chronic-recurrent, constant but fluctuating in intensity). Assessing the duration of pain (ie, time since pain onset) is critical to classification of chronic pain. For pain conditions with an initiating event (eg, trauma, surgery), patients are typically able to report duration accurately. However, for pain disorders with insidious onset, duration can be difficult to determine. For example, a patient with knee osteoarthritis may have intermittent mild pain for months or years before the pain becomes of sufficient severity or constancy to seek care. Thus, when attempting to determine the duration of chronic pain, one should ask for how long the patient has experienced pain most of the time.
      Other temporal features of the pain include the variability of the pain and its temporal patterns. This includes whether the pain is present all the time or whether the patient experiences pain-free episodes. One approach to assessing constancy is to ask during what percentage of his/her waking day a patient experiences pain. An important issue that affects temporal variations in pain is factors that exacerbate or ameliorate pain. These factors should be assessed as they affect interpretation of temporal changes in pain and can have diagnostic and treatment implications. These temporal features of pain are usually ascertained historically via patient recall. Some neuropathic pain questionnaires (eg, PainDetect) also include 1 or more items that query temporal aspects of pain (eg, constant pain vs sudden “pain attacks”).
      A potential barrier to valid assessment of temporal features of pain is the inaccuracy of patients' memory for pain. For example, the “peak-end phenomenon” has been well documented, such that when asked to report pain experienced over a recent period (eg, the last week), patient recall is predominantly influenced by the worst pain experienced over that time (ie, the peak) and the most recent pain they experienced (ie, the end).
      • Redelmeier D.A.
      • Kahneman D.
      Patients' memories of painful medical treatments: real-time and retrospective evaluations of two minimally invasive procedures.
      • Redelmeier D.A.
      • Katz J.
      • Kahneman D.
      Memories of colonoscopy: a randomized trial.
      • Stone A.A.
      • Broderick J.E.
      • Kaell A.T.
      • DelesPaul P.A.
      • Porter L.E.
      Does the peak-end phenomenon observed in laboratory pain studies apply to real-world pain in rheumatoid arthritics?.
      One method designed to enhance patient recall is the Day Reconstruction Method, which asks individuals to recall episodes of time during the previous day in which they engaged in an activity, thereby “reconstructing” their day. Then, they are asked to report their pain level at that time or during that activity.
      • Kahneman D.
      • Krueger A.B.
      • Schkade D.A.
      • Schwarz N.
      • Stone A.A.
      A survey method for characterizing daily life experience: the day reconstruction method.
      More optimally, daily diary methodologies (retrospective, time, or episode-based) and paper-and-pencil or electronic prompting (eg, interactive voice recording systems, ecological momentary assessment [EMA]) can be used. EMA assesses the temporal dynamics of pain in real time, including modifying factors and is typically completed using an electronic device that prompts patients to report pain (and possibly other events or symptoms) at randomly determined intervals throughout the day. This approach overcomes the recall and compliance issues that can undermine retrospective patient reports of pain, including end-of-day diaries.
      • Shiffman S.
      • Stone A.A.
      • Hufford M.R.
      Ecological momentary assessment.
      • Stone A.A.
      • Broderick J.E.
      • Schwartz J.E.
      • Shiffman S.
      • Litcher-Kelly L.
      • Calvanese P.
      Intensive momentary reporting of pain with an electronic diary: reactivity, compliance, and patient satisfaction.
      Such high-resolution data can help reveal factors that exacerbate or ameliorate pain. Moreover, EMA can yield novel outcome measures beyond average pain intensity, including distributional measures (eg, proportion of pain ratings above 50), measures of variability, and time-contingent measures (eg, time of day when pain is highest), which may provide important information regarding treatment outcomes and pain mechanisms.
      • Stone A.A.
      • Broderick J.E.
      • Schneider S.
      • Schwartz J.E.
      Expanding options for developing outcome measures from momentary assessment data.
      However, collection of EMA data is resource intensive and can be inconvenient for patients; therefore, these methods are more likely to be used in research than when a practitioner is trying to classify an individual patient.

      Pain Location and Bodily Distribution

      The location of pain can have obvious diagnostic implications, because current diagnostic systems, including AAPT, categorize pain conditions primarily by body site or organ system.
      • Fillingim R.B.
      • Bruehl S.
      • Dworkin R.H.
      • Dworkin S.F.
      • Loeser J.D.
      • Turk D.C.
      • Widerstrom-Noga E.
      • Arnold L.
      • Bennett R.
      • Edwards R.R.
      • Freeman R.
      • Gewandter J.
      • Hertz S.
      • Hochberg M.
      • Krane E.
      • Mantyh P.W.
      • Markman J.
      • Neogi T.
      • Ohrbach R.
      • Paice J.A.
      • Porreca F.
      • Rappaport B.A.
      • Smith S.M.
      • Smith T.J.
      • Sullivan M.D.
      • Verne G.N.
      • Wasan A.D.
      • Wesselmann U.
      The ACTTION-American Pain Society Pain Taxonomy (AAPT): an evidence-based and multidimensional approach to classifying chronic pain conditions.
      The pain drawing represents the most common method for assessing the location and bodily distribution of pain.
      • Jensen M.P.
      • Karoly P.
      Self-report scales and procedures for assessing pain in adults.
      The pain drawing typically consists of front and back line drawings and patients are instructed to shade areas where they experience pain, and these drawings can also obtain information about different features of pain (eg, intensity, perceptual qualities) across different locations. Such drawings are incorporated into several pain instruments, including the MPQ, the Brief Pain Inventory, the PainDETECT, and the Leeds Assessment of Neuropathic Symptoms and Signs. Furthermore, it is important to ask the patients whether the pain radiates in different body areas. These areas should also be captured in the pain drawing. Specific drawings for the head and face can be used for individuals with headache and orofacial pain. Scoring typically consists of tallying the number of body regions that experience pain. Some implementations include the option for patients to use symbols or colors to indicate different pain qualities (eg, sharp/shooting pain vs dull aching pain). Similarly, patients can be asked to provide separate intensity ratings for different pain locations. In recent years, electronic pain drawings have been developed, using both computers and handheld devices.
      • Boudreau S.A.
      • Badsberg S.
      • Christensen S.W.
      • Egsgaard L.L.
      Digital pain drawings: assessing touch-screen technology and 3D body schemas.
      • Dos Reis F.J.
      • de Barros E.S.
      • de Lucena R.N.
      • Mendes Cardoso B.A.
      • Nogueira L.C.
      Measuring the pain area: an intra- and inter-rater reliability study using image analysis software.
      Paper-and-pencil pain drawings and their electronic counterparts have shown high reliability.
      • Dos Reis F.J.
      • de Barros E.S.
      • de Lucena R.N.
      • Mendes Cardoso B.A.
      • Nogueira L.C.
      Measuring the pain area: an intra- and inter-rater reliability study using image analysis software.
      • Margolis R.B.
      • Chibnall J.T.
      • Tait R.C.
      Test-retest reliability of the pain drawing instrument.
      • Margolis R.B.
      • Tait R.C.
      • Krause S.J.
      A rating system for use with patient pain drawings.
      The location and bodily extent of pain have important diagnostic and treatment implications. Indeed, a patient presenting with low back pain who endorses widespread body pain presents a different diagnostic and treatment challenge than a patient with localized low back pain. Finally, some pain conditions such as fibromyalgia (FM) have diagnostic criteria that specify a threshold for the spatial distribution of pain.
      • Wolfe F.
      • Clauw D.J.
      • Fitzcharles M.A.
      • Goldenberg D.L.
      • Hauser W.
      • Katz R.S.
      • Mease P.
      • Russell A.S.
      • Russell I.J.
      • Winfield J.B.
      Fibromyalgia criteria and severity scales for clinical and epidemiological studies: a modification of the ACR Preliminary Diagnostic Criteria for Fibromyalgia.

      Electronic Pain Measures

      As noted earlier, electronic approaches are ideal for collecting daily pain ratings; however, computer and mobile device software is increasingly being used to assess multiple aspects of the pain experience. For example, the Patient Reported Outcomes Measurement Information System (PROMIS) has implemented computer adaptive testing to optimize the efficiency of reliable and valid assessment of patient-reported outcomes, including pain. PROMIS measures have recently been implemented in a chronic pain registry in order to collect research quality data in the context of clinical care.
      • Sturgeon J.A.
      • Darnall B.D.
      • Kao M.C.
      • Mackey S.C.
      Physical and psychological correlates of fatigue and physical function: a Collaborative Health Outcomes Information Registry (CHOIR) study.
      • Sturgeon J.A.
      • Dixon E.A.
      • Darnall B.D.
      • Mackey S.C.
      Contributions of physical function and satisfaction with social roles to emotional distress in chronic pain: a Collaborative Health Outcomes Information Registry (CHOIR) study.
      Also, numerous pain assessment apps are available for mobile devices; however, most of the scientifically validated apps are not available in app stores.
      • de la Vega R.
      • Miro J.
      mHealth: a strategic field without a solid scientific soul: a systematic review of pain-related apps.
      . One exception is the PainOmeter, which includes multiple pain scales and has been found to be user friendly in previous research.
      • de la Vega R.
      • Roset R.
      • Castarlenas E.
      • Sanchez-Rodriguez E.
      • Sole E.
      • Miro J.
      Development and testing of painometer: a smartphone app to assess pain intensity.
      However, it seems inevitable that mobile apps for pain measurement will become routine in the clinical setting in the near future. Indeed, one would expect that smartphone apps tethered to activity tracking technology will allow clinicians and researchers to more systematically assess pain in the context of daily life, including the impact of pain on physical activity and sleep, and vice versa.

      Provocative and Behavioral Pain Measures

      In addition to patient-reported measures, accurate pain classification sometimes requires provocative pain tests or behavioral pain measures, which are typically obtained in the context of a physical examination. For example, straight leg raising was recognized as valuable in the classification of low back pain, particularly for studies of invasive interventions.
      • Deyo R.A.
      • Dworkin S.F.
      • Amtmann D.
      • Andersson G.
      • Borenstein D.
      • Carragee E.
      • Carrino J.
      • Chou R.
      • Cook K.
      • DeLitto A.
      • Goertz C.
      • Khalsa P.
      • Loeser J.
      • Mackey S.
      • Panagis J.
      • Rainville J.
      • Tosteson T.
      • Turk D.
      • Von Korff M.
      • Weiner D.K.
      Report of the NIH Task Force on research standards for chronic low back pain.
      Also, existing diagnostic criteria for temporomandibular disorders and FM require assessment of sensitivity to digital palpation.
      • Schiffman E.
      • Ohrbach R.
      • Truelove E.
      • Look J.
      • Anderson G.
      • Goulet J.P.
      • List T.
      • Svensson P.
      • Gonzalez Y.
      • Lobbezoo F.
      • Michelotti A.
      • Brooks S.L.
      • Ceusters W.
      • Drangsholt M.
      • Ettlin D.
      • Gaul C.
      • Goldberg L.J.
      • Haythornthwaite J.A.
      • Hollender L.
      • Jensen R.
      • John M.T.
      • De Laat A.
      • de Leeuw R.
      • Maixner W.
      • van der Meulen M.
      • Murray G.M.
      • Nixdorf D.R.
      • Palla S.
      • Petersson A.
      • Pionchon P.
      • Smith B.
      • Visscher C.M.
      • Zakrzewska J.
      • Dworkin S.F.
      Diagnostic criteria for temporomandibular disorders (DC/TMD) for clinical and research applications: recommendations of the International RDC/TMD Consortium Network and Orofacial Pain Special Interest Group.
      • Wolfe F.
      • Smythe H.A.
      • Yunus M.B.
      • Bennett R.M.
      • Bombardier C.
      • Goldenberg D.L.
      • Tugwell P.
      • Campbell S.M.
      • Abeles M.
      • Clark P.
      The American College of Rheumatology 1990 Criteria for the Classification of Fibromyalgia. Report of the Multicenter Criteria Committee.
      In addition, examiner observation of pain behaviors can provide useful information. This includes facial expressions of pain and other overt expressions of pain (“pain behaviors”), such as limping, guarding, and bracing. The sophisticated systems for quantifying pain behaviors that have been developed for research purposes are unrealistic in the clinical setting.
      • Keefe F.J.
      • Hill R.W.
      An objective approach to quantifying pain behavior and gait patterns in low back pain patients.
      • Keefe F.J.
      • Wilkins R.H.
      • Cook W.A.
      Direct observation of pain behavior in low back pain patients during physical examination.
      • Prkachin K.M.
      Dissociating spontaneous and deliberate expressions of pain: signal detection analyses.
      However, these have been adapted into bedside approaches and have shown adequate reliability and validity.
      • Leong I.Y.
      • Chong M.S.
      • Gibson S.J.
      The use of a self-reported pain measure, a nurse-reported pain measure and the PAINAD in nursing home residents with moderate and severe dementia: a validation study.
      • Richards J.S.
      • Nepomuceno C.
      • Riles M.
      • Suer Z.
      Assessing pain behavior: the UAB Pain Behavior Scale.
      Assessment of these nonverbal pain behaviors can be particularly helpful in patients with reduced communicative capacity, such as very young children and individuals with cognitive limitations.
      • Hadjistavropoulos T.
      • Herr K.
      • Turk D.C.
      • Fine P.G.
      • Dworkin R.H.
      • Helme R.
      • Jackson K.
      • Parmelee P.A.
      • Rudy T.E.
      • Lynn Beattie B.
      • Chibnall J.T.
      • Craig K.D.
      • Ferrell B.
      • Ferrell B.
      • Fillingim R.B.
      • Gagliese L.
      • Gallagher R.
      • Gibson S.J.
      • Harrison E.L.
      • Katz B.
      • Keefe F.J.
      • Lieber S.J.
      • Lussier D.
      • Schmader K.E.
      • Tait R.C.
      • Weiner D.K.
      • Williams J.
      An interdisciplinary expert consensus statement on assessment of pain in older persons.
      • McGrath P.J.
      • Walco G.A.
      • Turk D.C.
      • Dworkin R.H.
      • Brown M.T.
      • Davidson K.
      • Eccleston C.
      • Finley G.A.
      • Goldschneider K.
      • Haverkos L.
      • Hertz S.H.
      • Ljungman G.
      • Palermo T.
      • Rappaport B.A.
      • Rhodes T.
      • Schechter N.
      • Scott J.
      • Sethna N.
      • Svensson O.K.
      • Stinson J.
      • von Baeyer C.L.
      • Walker L.
      • Weisman S.
      • White R.E.
      • Zajicek A.
      • Zeltzer L.
      PedImmpact
      Core outcome domains and measures for pediatric acute and chronic/recurrent pain clinical trials: PedIMMPACT recommendations.
      Objective physiological responses can also be helpful as adjunctive pain measures in these populations. For example, skin blood flow has been successfully applied in neonates.
      • Tutag Lehr V.
      • Cortez J.
      • Grever W.
      • Cepeda E.
      • Thomas R.
      • Aranda J.V.
      Randomized placebo-controlled trial of sucrose analgesia on neonatal skin blood flow and pain response during heel lance.
      Similarly, skin conductance has been used as a measure of response to nociceptive stimuli in anesthetized women.
      • Storm H.
      • Stoen R.
      • Klepstad P.
      • Skorpen F.
      • Qvigstad E.
      • Raeder J.
      Nociceptive stimuli responses at different levels of general anaesthesia and genetic variability.
      Although these types of autonomic measures can be a useful component of pain assessment, they are nonspecific and should not supplant self-report measures when they can be obtained.

      Assessment of Pain Mechanisms

      The goals of diagnosis are to understand prevalence and to characterize subjects in clinical and research settings in order to inform policy and regulatory decisions. But perhaps the primary goal is to guide treatment, and optimal treatment requires knowledge of underlying pain mechanisms. Therefore, assessment methods that provide information regarding the pathophysiological processes contributing to patients' pain can be very helpful in promoting mechanism-based pain classification.
      • Cruz-Almeida Y.
      • Fillingim R.B.
      Can quantitative sensory testing move us closer to mechanism-based pain management?.
      • Woolf C.J.
      • Max M.B.
      Mechanism-based pain diagnosis: issues for analgesic drug development.
      Given our limited understanding of the pathophysiological mechanisms responsible for most chronic pain disorders, it is not currently realistic to enact a completely mechanism-based approach to pain classification. However, in order to encourage the inclusion of mechanistic information in pain diagnoses, AAPT incorporated Dimension 5, which “includes putative neurobiological and psychosocial mechanisms contributing to the pain disorder, including potential risk factors and protective factors.”
      • Fillingim R.B.
      • Bruehl S.
      • Dworkin R.H.
      • Dworkin S.F.
      • Loeser J.D.
      • Turk D.C.
      • Widerstrom-Noga E.
      • Arnold L.
      • Bennett R.
      • Edwards R.R.
      • Freeman R.
      • Gewandter J.
      • Hertz S.
      • Hochberg M.
      • Krane E.
      • Mantyh P.W.
      • Markman J.
      • Neogi T.
      • Ohrbach R.
      • Paice J.A.
      • Porreca F.
      • Rappaport B.A.
      • Smith S.M.
      • Smith T.J.
      • Sullivan M.D.
      • Verne G.N.
      • Wasan A.D.
      • Wesselmann U.
      The ACTTION-American Pain Society Pain Taxonomy (AAPT): an evidence-based and multidimensional approach to classifying chronic pain conditions.
      We discuss existing and emerging assessment methods that may provide important information regarding neurobiological pain mechanisms (see Baron et al
      • Baron R.
      • Forster M.
      • Binder A.
      Subgrouping of patients with neuropathic pain according to pain-related sensory abnormalities: a first step to a stratified treatment approach.
      and Table 2). Approaches to assessing psychosocial mechanisms are discussed by Edwards et al (this supplement).
      Table 2Approaches for Assessing Pain Mechanisms in Clinical Populations
      ApproachObjectiveComments
      QST
      • Cruz-Almeida Y.
      • Fillingim R.B.
      Can quantitative sensory testing move us closer to mechanism-based pain management?.
      • Rolke R.
      • Baron R.
      • Maier C.
      • Tolle T.R.
      • Treede R.D.
      • Beyer A.
      • Binder A.
      • Birbaumer N.
      • Birklein F.
      • Botefur I.C.
      • Braune S.
      • Flor H.
      • Huge V.
      • Klug R.
      • Landwehrmeyer G.B.
      • Magerl W.
      • Maihofner C.
      • Rolko C.
      • Schaub C.
      • Scherens A.
      • Sprenger T.
      • Valet M.
      • Wasserka B.
      Quantitative sensory testing in the German Research Network on Neuropathic Pain (DFNS): standardized protocol and reference values.
      To assess contributions of somatosensory and pain modulatory function to painDFNS has developed a standardized protocol. Dynamic measures, such as temporal summation of pain and conditioned pain modulation, assess pain facilitation and pain inhibition, respectively. Clinical use of these measures remains infrequent
      Skin biopsies to measure cutaneous nerve fiber density
      • Albrecht P.J.
      • Hou Q.
      • Argoff C.E.
      • Storey J.R.
      • Wymer J.P.
      • Rice F.L.
      Excessive peptidergic sensory innervation of cutaneous arteriole-venule shunts (AVS) in the palmar glabrous skin of fibromyalgia patients: implications for widespread deep tissue pain and fatigue.
      • Kalliomaki M.
      • Kieseritzky J.V.
      • Schmidt R.
      • Hagglof B.
      • Karlsten R.
      • Sjogren N.
      • Albrecht P.
      • Gee L.
      • Rice F.
      • Wiig M.
      • Schmelz M.
      • Gordh T.
      Structural and functional differences between neuropathy with and without pain?.
      • Oaklander A.L.
      • Herzog Z.D.
      • Downs H.M.
      • Klein M.M.
      Objective evidence that small-fiber polyneuropathy underlies some illnesses currently labeled as fibromyalgia.
      • Schley M.
      • Bayram A.
      • Rukwied R.
      • Dusch M.
      • Konrad C.
      • Benrath J.
      • Geber C.
      • Birklein F.
      • Hagglof B.
      • Sjogren N.
      • Gee L.
      • Albrecht P.J.
      • Rice F.L.
      • Schmelz M.
      Skin innervation at different depths correlates with small fibre function but not with pain in neuropathic pain patients.
      To assess peripheral innervation or denervation that may contribute to painDecreased ENFD has been observed in FM, human immunodeficiency virus–associated neuropathy and in peripheral small-fiber neuropathy. Findings remain somewhat controversial and clinical use is rare
      Microneurography
      • Serra J.
      • Collado A.
      • Sola R.
      • Antonelli F.
      • Torres X.
      • Salgueiro M.
      • Quiles C.
      • Bostock H.
      Hyperexcitable C nociceptors in fibromyalgia.
      • Serra J.
      • Sola R.
      • Aleu J.
      • Quiles C.
      • Navarro X.
      • Bostock H.
      Double and triple spikes in C-nociceptors in neuropathic pain states: an additional peripheral mechanism of hyperalgesia.
      To assess abnormalities of C fiber activity that may contribute to painAbnormal activity of C nociceptors has been observed in FM and neuropathic pain. Not widely accepted for clinical use
      Functional and structural brain imaging
      • Davis K.D.
      • Moayedi M.
      Central mechanisms of pain revealed through functional and structural MRI.
      • Napadow V.
      • Harris R.E.
      What has functional connectivity and chemical neuroimaging in fibromyalgia taught us about the mechanisms and management of 'centralized' pain?.
      To assess contributions of cerebral brain structure and function to painReduced gray matter volume has been reported in several chronic pain conditions. Also, changes in structural and functional connectivity have been associated with chronic pain. Expense and lack of specificity limit current clinical usefulness
      Chemical neuroimaging
      • DaSilva A.F.
      • Nascimento T.D.
      • DosSantos M.F.
      • Zubieta J.K.
      Migraine and the Mu-opioidergic system-Can we directly modulate it? Evidence from neuroimaging studies.
      • Napadow V.
      • Harris R.E.
      What has functional connectivity and chemical neuroimaging in fibromyalgia taught us about the mechanisms and management of 'centralized' pain?.
      To assess contributions of specific neurochemical systems to painLigand-based imaging has demonstrated differences in opioidergic and dopaminergic systems in chronic pain. Magnetic resonance spectroscopy has shown abnormal glutamatergic function in FM and in patients with pain after spinal cord injury. Expense and lack of specificity limit current clinical usefulness
      Pharmacological phenotyping
      • Westermann A.
      • Krumova E.K.
      • Pennekamp W.
      • Horch C.
      • Baron R.
      • Maier C.
      Different underlying pain mechanisms despite identical pain characteristics: a case report of a patient with spinal cord injury.
      Uses pharmacological probes to assess the contribution of specific neurochemical pathways to painPatients can be subgrouped based on their clinical response to drugs with known pharmacology, which provides information regarding mechanisms that contribute to their pain. Potentially promising, but limited empirical evidence to date
      Genotyping
      • Diatchenko L.
      • Fillingim R.B.
      • Smith S.B.
      • Maixner W.
      The phenotypic and genetic signatures of common musculoskeletal pain conditions.
      • Mogil J.S.
      Pain genetics: past, present and future.
      To identify genetic markers of proteins or pathways that contribute to painMultiple genetic markers have been associated with both experimental and clinical pain, including the catechol-o-methyl-transferase gene, the mu-opioid receptor gene, the G-cyclohydrolase gene, and several sodium channel genes. Nonreplication of findings is common, and clinical usefulness remains low

      Quantitative Sensory Testing

      Quantitative Sensory Testing (QST) refers to a set of methods in which patients' perceptual responses to quantifiable sensory stimuli are assessed in order to characterize somatosensory function or dysfunction.
      • Cruz-Almeida Y.
      • Fillingim R.B.
      Can quantitative sensory testing move us closer to mechanism-based pain management?.
      Multiple stimulus modalities can be used to elicit both painful and nonpainful percepts, most commonly including thermal (heat, cold) and mechanical (tactile, pressure, vibration) stimuli, but electrical, ischemic, and chemical stimuli are also used. Stimulus modalities and parameters can be selected to preferentially engage different nerve endings, nerve fibers, and central nervous system pathways in order to systematically evaluate somatosensory transmission and pain processing. Moreover, dynamic QST approaches can provide valuable information regarding pain inhibitory and pain facilitatory functions. Multiple authors have discussed the use of QST in the assessment and classification of pain in recent years.
      • Cruz-Almeida Y.
      • Fillingim R.B.
      Can quantitative sensory testing move us closer to mechanism-based pain management?.
      • Pfau D.B.
      • Geber C.
      • Birklein F.
      • Treede R.D.
      Quantitative sensory testing of neuropathic pain patients: potential mechanistic and therapeutic implications.
      • Suokas A.K.
      • Walsh D.A.
      • McWilliams D.F.
      • Condon L.
      • Moreton B.
      • Wylde V.
      • Arendt-Nielsen L.
      • Zhang W.
      Quantitative sensory testing in painful osteoarthritis: a systematic review and meta-analysis.
      Here, we briefly review the application of QST in the assessment of neuropathic pain and the use of QST for determining pain modulatory function.
      The clinical application of QST has been most well developed in the characterization of neuropathic pain.
      • Backonja M.M.
      • Walk D.
      • Edwards R.R.
      • Sehgal N.
      • Moeller-Bertram T.
      • Wasan A.
      • Irving G.
      • Argoff C.
      • Wallace M.
      Quantitative sensory testing in measurement of neuropathic pain phenomena and other sensory abnormalities.
      • Haanpaa M.
      • Attal N.
      • Backonja M.
      • Baron R.
      • Bennett M.
      • Bouhassira D.
      • Cruccu G.
      • Hansson P.
      • Haythornthwaite J.A.
      • Iannetti G.D.
      • Jensen T.S.
      • Kauppila T.
      • Nurmikko T.J.
      • Rice A.S.
      • Rowbotham M.
      • Serra J.
      • Sommer C.
      • Smith B.H.
      • Treede R.D.
      NeuPSIG guidelines on neuropathic pain assessment.
      • Pfau D.B.
      • Geber C.
      • Birklein F.
      • Treede R.D.
      Quantitative sensory testing of neuropathic pain patients: potential mechanistic and therapeutic implications.
      The most systematic approach has been developed by the German Neuropathic Pain Network (DFNS).
      • Rolke R.
      • Baron R.
      • Maier C.
      • Tolle T.R.
      • Treede R.D.
      • Beyer A.
      • Binder A.
      • Birbaumer N.
      • Birklein F.
      • Botefur I.C.
      • Braune S.
      • Flor H.
      • Huge V.
      • Klug R.
      • Landwehrmeyer G.B.
      • Magerl W.
      • Maihofner C.
      • Rolko C.
      • Schaub C.
      • Scherens A.
      • Sprenger T.
      • Valet M.
      • Wasserka B.
      Quantitative sensory testing in the German Research Network on Neuropathic Pain (DFNS): standardized protocol and reference values.
      The DFNS approach obtains 13 different measures in response to thermal and mechanical stimuli, which reflect changes in both gain of function (eg, allodynia, hyperalgesia) and loss of function (eg, insensitivity to cold or vibration). The DFNS protocol has been shown to have excellent inter-rater and test-retest reliability,
      • Geber C.
      • Klein T.
      • Azad S.
      • Birklein F.
      • Gierthmuhlen J.
      • Huge V.
      • Lauchart M.
      • Nitzsche D.
      • Stengel M.
      • Valet M.
      • Baron R.
      • Maier C.
      • Tolle T.
      • Treede R.D.
      Test-retest and interobserver reliability of quantitative sensory testing according to the protocol of the German Research Network on Neuropathic Pain (DFNS): a multi-centre study.
      and they have reported reference values from a group of pain-free controls.
      • Magerl W.
      • Krumova E.K.
      • Baron R.
      • Tolle T.
      • Treede R.D.
      • Maier C.
      Reference data for quantitative sensory testing (QST): refined stratification for age and a novel method for statistical comparison of group data.
      • Rolke R.
      • Magerl W.
      • Campbell K.A.
      • Schalber C.
      • Caspari S.
      • Birklein F.
      • Treede R.D.
      Quantitative sensory testing: a comprehensive protocol for clinical trials.
      Using this QST protocol, these investigators have identified multiple somatosensory profiles within major neuropathic pain diagnostic groups, suggesting that different mechanisms may be at play for patients with the same neuropathic pain diagnoses and that these subgroups respond differently to treatment.
      • Gierthmuhlen J.
      • Maier C.
      • Baron R.
      • Tolle T.
      • Treede R.D.
      • Birbaumer N.
      • Huge V.
      • Koroschetz J.
      • Krumova E.K.
      • Lauchart M.
      • Maihofner C.
      • Richter H.
      • Westermann A.
      German Research Network on Neuropathic Pain study group
      Sensory signs in complex regional pain syndrome and peripheral nerve injury.
      • Maier C.
      • Baron R.
      • Tolle T.R.
      • Binder A.
      • Birbaumer N.
      • Birklein F.
      • Gierthmuhlen J.
      • Flor H.
      • Geber C.
      • Huge V.
      • Krumova E.K.
      • Landwehrmeyer G.B.
      • Magerl W.
      • Maihofner C.
      • Richter H.
      • Rolke R.
      • Scherens A.
      • Schwarz A.
      • Sommer C.
      • Tronnier V.
      • Uceyler N.
      • Valet M.
      • Wasner G.
      • Treede R.D.
      Quantitative sensory testing in the German Research Network on Neuropathic Pain (DFNS): somatosensory abnormalities in 1236 patients with different neuropathic pain syndromes.
      Using the DFNS QST methodology, a previous double-blind randomized clinical trial in patients with peripheral neuropathic pain found that the sodium channel blocker oxcarbazepine showed substantially greater efficacy in patients who showed sensory gain (ie, hyperalgesia) than in those who showed sensory loss. These phenotype groups did not differ in their responses to placebo.
      • Demant D.T.
      • Lund K.
      • Vollert J.
      • Maier C.
      • Segerdahl M.
      • Finnerup N.B.
      • Jensen T.S.
      • Sindrup S.H.
      The effect of oxcarbazepine in peripheral neuropathic pain depends on pain phenotype: a randomised, double-blind, placebo-controlled phenotype-stratified study.
      Mainka et al
      • Mainka T.
      • Malewicz N.M.
      • Baron R.
      • Enax-Krumova E.K.
      • Treede R.D.
      • Maier C.
      Presence of hyperalgesia predicts analgesic efficacy of topically applied capsaicin 8% in patients with peripheral neuropathic pain.
      treated patients with peripheral neuropathic pain with topical 8% capsaicin patches and analyzed treatment responders and nonresponders retrospectively based on their baseline DFNS QST profile. Capsaicin responders and nonresponders could be distinguished based on the presence of cold- and pin-prick hyperalgesia, but they did not differ regarding the other QST parameters. However, unlike the study of Demant et al,
      • Demant D.T.
      • Lund K.
      • Vollert J.
      • Maier C.
      • Segerdahl M.
      • Finnerup N.B.
      • Jensen T.S.
      • Sindrup S.H.
      The effect of oxcarbazepine in peripheral neuropathic pain depends on pain phenotype: a randomised, double-blind, placebo-controlled phenotype-stratified study.
      this trial did not include a placebo condition; therefore, it is possible that these QST parameters may be predicting nonspecific treatment effects. Thus, using the DFNS protocol, QST has provided valuable information regarding somatosensory profiles in neuropathic pain, and this information has important mechanistic and treatment implications.
      QST has been studied increasingly in nonneuropathic pain conditions. In this context, the general goal is to more globally characterize pain modulatory function in contrast to the greater focus on peripheral afferent function in assessing neuropathic pain. Yarnitsky et al
      • Yarnitsky D.
      • Granot M.
      • Granovsky Y.
      Pain modulation profile and pain therapy: between pro- and antinociception.
      have proposed the concept of a pain modulation profile, which reflects an individual's balance of pain facilitation versus pain inhibition. The most frequently used measure of pain facilitation is temporal summation, which refers to a transient form of central sensitization manifested by increased pain evoked by rapid repetitive stimulation at a fixed stimulus intensity. Pain inhibition is most commonly assessed via conditioned pain modulation, which refers to the decrease in pain evoked by 1 stimulus (the test stimulus) produced by contemporaneous application of a second pain stimulus at a different body site (the conditioning stimulus). Considerable evidence demonstrates that individuals with chronic pain often exhibit a pain modulatory imbalance, characterized by increased pain facilitation and diminished pain inhibition.
      • Cruz-Almeida Y.
      • Fillingim R.B.
      Can quantitative sensory testing move us closer to mechanism-based pain management?.
      • Yarnitsky D.
      • Granot M.
      • Granovsky Y.
      Pain modulation profile and pain therapy: between pro- and antinociception.
      This pattern has been observed for multiple pain conditions, including FM, temporomandibular disorders, irritable bowel syndrome, and osteoarthritis.
      • King C.D.
      • Sibille K.T.
      • Goodin B.R.
      • Cruz-Almeida Y.
      • Glover T.L.
      • Bartley E.
      • Riley J.L.
      • Herbert M.S.
      • Sotolongo A.
      • Schmidt J.
      • Fessler B.J.
      • Redden D.T.
      • Staud R.
      • Bradley L.A.
      • Fillingim R.B.
      Experimental pain sensitivity differs as a function of clinical pain severity in symptomatic knee osteoarthritis.
      • King C.D.
      • Wong F.
      • Currie T.
      • Mauderli A.P.
      • Fillingim R.B.
      • Riley III, J.L.
      Deficiency in endogenous modulation of prolonged heat pain in patients with irritable bowel syndrome and temporomandibular disorder.
      • Staud R.
      New evidence for central sensitization in patients with fibromyalgia.
      • Suokas A.K.
      • Walsh D.A.
      • McWilliams D.F.
      • Condon L.
      • Moreton B.
      • Wylde V.
      • Arendt-Nielsen L.
      • Zhang W.
      Quantitative sensory testing in painful osteoarthritis: a systematic review and meta-analysis.
      Thus, using QST to assess pain modulatory profiles in patients with chronic pain conditions may provide mechanistically useful information with important treatment implications.
      The QST approaches described above require specialized equipment and training and considerable time to complete; therefore, their integration into routine clinical assessment is unlikely. However, bedside methods that are clinically feasible and can provide valuable information regarding somatosensory function are available. For example, von Frey monofilaments and tuning forks can be used to assess mechanical sensation. The monofilaments can also be used to assess punctate pain and mechanical temporal summation. Pressure algometry can assess pressure pain sensitivity, and metal rods that are heated or cooled can assess thermal sensitivity. Some evidence supports the reliability and validity of this approach
      • Osgood E.
      • Trudeau J.J.
      • Eaton T.A.
      • Jensen M.P.
      • Gammaitoni A.
      • Simon L.S.
      • Katz N.
      Development of a bedside pain assessment kit for the classification of patients with osteoarthritis.
      ; therefore, bedside QST may provide an important next step in mechanism-based pain assessment.
      • Freeman R.
      • Baron R.
      • Bouhassira D.
      • Cabrera J.
      • Emir B.
      Sensory profiles of patients with neuropathic pain based on the neuropathic pain symptoms and signs.

      Emerging Approaches in Mechanism-Based Assessment

      Based on recent and ongoing research, several additional approaches to mechanism-based pain assessment may prove useful in the near future. Peripheral contributions to pain have been examined by quantifying innervation of cutaneous tissues using skin biopsies. For example, epidermal nerve fiber density (ENFD), which typically requires taking a punch biopsy of the skin, is a standard technique for diagnosing peripheral small-fiber neuropathy; however, recent evidence shows ENFD to be unrelated to neuropathic pain.
      • Kalliomaki M.
      • Kieseritzky J.V.
      • Schmidt R.
      • Hagglof B.
      • Karlsten R.
      • Sjogren N.
      • Albrecht P.
      • Gee L.
      • Rice F.
      • Wiig M.
      • Schmelz M.
      • Gordh T.
      Structural and functional differences between neuropathy with and without pain?.
      • Schley M.
      • Bayram A.
      • Rukwied R.
      • Dusch M.
      • Konrad C.
      • Benrath J.
      • Geber C.
      • Birklein F.
      • Hagglof B.
      • Sjogren N.
      • Gee L.
      • Albrecht P.J.
      • Rice F.L.
      • Schmelz M.
      Skin innervation at different depths correlates with small fibre function but not with pain in neuropathic pain patients.
      • Truini A.
      • Biasiotta A.
      • Di Stefano G.
      • Leone C.
      • La Cesa S.
      • Galosi E.
      • Piroso S.
      • Pepe A.
      • Giordano C.
      • Cruccu G.
      Does the epidermal nerve fibre density measured by skin biopsy in patients with peripheral neuropathies correlate with neuropathic pain?.
      However, ENFD did correlate with clinical pain in patients with human immunodeficiency virus–associated polyneuropathy.
      • Zhou L.
      • Kitch D.W.
      • Evans S.R.
      • Hauer P.
      • Raman S.
      • Ebenezer G.J.
      • Gerschenson M.
      • Marra C.M.
      • Valcour V.
      • Diaz-Arrastia R.
      • Goodkin K.
      • Millar L.
      • Shriver S.
      • Asmuth D.M.
      • Clifford D.B.
      • Simpson D.M.
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      Correlates of epidermal nerve fiber densities in HIV-associated distal sensory polyneuropathy.
      Also, a substantially greater proportion of patients with FM than controls showed decreased ENFD findings consistent with small-fiber polyneuropathy.
      • Caro X.J.
      • Winter E.F.
      Evidence of abnormal epidermal nerve fiber density in fibromyalgia: clinical and immunologic implications.
      • Kosmidis M.L.
      • Koutsogeorgopoulou L.
      • Alexopoulos H.
      • Mamali I.
      • Vlachoyiannopoulos P.G.
      • Voulgarelis M.
      • Moutsopoulos H.M.
      • Tzioufas A.G.
      • Dalakas M.C.
      Reduction of intraepidermal nerve fiber density (IENFD) in the skin biopsies of patients with fibromyalgia: a controlled study.
      • Oaklander A.L.
      • Herzog Z.D.
      • Downs H.M.
      • Klein M.M.
      Objective evidence that small-fiber polyneuropathy underlies some illnesses currently labeled as fibromyalgia.
      In contrast, patients with FM showed increased peptidergic innervation of cutaneous arteriole-venule shunts compared with controls.
      • Albrecht P.J.
      • Hou Q.
      • Argoff C.E.
      • Storey J.R.
      • Wymer J.P.
      • Rice F.L.
      Excessive peptidergic sensory innervation of cutaneous arteriole-venule shunts (AVS) in the palmar glabrous skin of fibromyalgia patients: implications for widespread deep tissue pain and fatigue.
      Another approach to identifying peripheral contributions to pain is microneurography, which permits direct recording of unmyelinated nerve via tungsten needles inserted into a peripheral nerve fascicle.
      • Donadio V.
      • Liguori R.
      Microneurographic recording from unmyelinated nerve fibers in neurological disorders: an update.
      Serra et al
      • Serra J.
      • Collado A.
      • Sola R.
      • Antonelli F.
      • Torres X.
      • Salgueiro M.
      • Quiles C.
      • Bostock H.
      Hyperexcitable C nociceptors in fibromyalgia.
      • Serra J.
      • Sola R.
      • Aleu J.
      • Quiles C.
      • Navarro X.
      • Bostock H.
      Double and triple spikes in C-nociceptors in neuropathic pain states: an additional peripheral mechanism of hyperalgesia.
      have demonstrated abnormal activity of C nociceptors among patients with FM and patients with neuropathic pain. Thus, skin biopsy and microneurography represent existing techniques that may be incorporated into future assessment protocols to provide information regarding peripheral mechanisms contributing to clinical pain.
      Progress in brain imaging has been exponential in recent years, producing evidence of alterations in both brain structure and brain function among patients with chronic pain.
      • Davis K.D.
      • Moayedi M.
      Central mechanisms of pain revealed through functional and structural MRI.
      For example, some investigators have reported reduced gray matter volume in patients with chronic pain compared with pain-free controls, and this was reversed by successful pain treatment in 1 study.
      • Borsook D.
      • Erpelding N.
      • Becerra L.
      Losses and gains: chronic pain and altered brain morphology.
      • Gwilym S.E.
      • Filippini N.
      • Douaud G.
      • Carr A.J.
      • Tracey I.
      Thalamic atrophy associated with painful osteoarthritis of the hip is reversible after arthroplasty: a longitudinal voxel-based morphometric study.
      • Smallwood R.F.
      • Laird A.R.
      • Ramage A.E.
      • Parkinson A.L.
      • Lewis J.
      • Clauw D.J.
      • Williams D.A.
      • Schmidt-Wilcke T.
      • Farrell M.J.
      • Eickhoff S.B.
      • Robin D.A.
      Structural brain anomalies and chronic pain: a quantitative meta-analysis of gray matter volume.
      Reduced gray matter volume in several brain regions has also predicted visceral and somatic pain sensitivity in healthy individuals.
      • Elsenbruch S.
      • Schmid J.
      • Kullmann J.S.
      • Kattoor J.
      • Theysohn N.
      • Forsting M.
      • Kotsis V.
      Visceral sensitivity correlates with decreased regional gray matter volume in healthy volunteers: a voxel-based morphometry study.
      • Emerson N.M.
      • Zeidan F.
      • Lobanov O.V.
      • Hadsel M.S.
      • Martucci K.T.
      • Quevedo A.S.
      • Starr C.J.
      • Nahman-Averbuch H.
      • Weissman-Fogel I.
      • Granovsky Y.
      • Yarnitsky D.
      • Coghill R.C.
      Pain sensitivity is inversely related to regional grey matter density in the brain.
      Diffusion tensor imaging has identified white matter abnormalities in several chronic pain conditions, suggesting altered structural connectivity between brain regions.
      • Baliki M.N.
      • Mansour A.R.
      • Baria A.T.
      • Apkarian A.V.
      Functional reorganization of the default mode network across chronic pain conditions.
      • Farmer M.A.
      • Huang L.
      • Martucci K.
      • Yang C.C.
      • Maravilla K.R.
      • Harris R.E.
      • Clauw D.J.
      • Mackey S.
      • Ellingson B.M.
      • Mayer E.A.
      • Schaeffer A.J.
      • Apkarian A.V.
      • Network M.R.
      Brain white matter abnormalities in female interstitial cystitis/bladder pain syndrome: a MAPP network neuroimaging study.
      • Lieberman G.
      • Shpaner M.
      • Watts R.
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      White matter involvement in chronic musculoskeletal pain.
      • Mansour A.R.
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      Brain white matter structural properties predict transition to chronic pain.
      Also, resting state functional connectivity (ie, covariations in activity among different brain regions when a person is at rest) differs for people with chronic pain versus healthy controls.
      • Baliki M.N.
      • Mansour A.R.
      • Baria A.T.
      • Apkarian A.V.
      Functional reorganization of the default mode network across chronic pain conditions.
      • Napadow V.
      • Harris R.E.
      What has functional connectivity and chemical neuroimaging in fibromyalgia taught us about the mechanisms and management of 'centralized' pain?.
      Although the mechanisms driving these pain-related changes in brain structure and function remain largely unknown, the findings suggest that brain imaging may be a useful tool for mechanism-based pain assessment in the future. In addition, other brain imaging approaches can provide specific information regarding neurochemical alterations in chronic pain. Radiolabeled ligands can be used to identify altered function of specific brain neurotransmitter systems,
      • DaSilva A.F.
      • Nascimento T.D.
      • DosSantos M.F.
      • Zubieta J.K.
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      • Martikainen I.K.
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      • Hagelberg N.
      • Mansikka H.
      • Nagren K.
      • Hietala J.
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      • Wood P.B.
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      Fibromyalgia patients show an abnormal dopamine response to pain.
      and magnetic resonance spectroscopy can reveal neurochemical alterations in specific brain regions.
      • Harris R.E.
      • Clauw D.J.
      Imaging central neurochemical alterations in chronic pain with proton magnetic resonance spectroscopy.
      • Napadow V.
      • Harris R.E.
      What has functional connectivity and chemical neuroimaging in fibromyalgia taught us about the mechanisms and management of 'centralized' pain?.
      • Widerstrom-Noga E.
      • Pattany P.M.
      • Cruz-Almeida Y.
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      Metabolite concentrations in the anterior cingulate cortex predict high neuropathic pain impact after spinal cord injury.
      Of course, given their expense and the emerging nature of some of the findings, these brain imaging methods are not yet ready for clinical implementation. Moreover, although brain imaging can provide valuable information regarding the neural mechanisms that contribute to pain, brain imaging is not a substitute for patient self-report, which remains the gold standard for pain assessment.
      Another approach to reveal pain mechanisms is to assess patient responses to pharmacological interventions, or pharmacological phenotyping. That is, in a group of patients, some will respond positively to a pharmacological probe targeting a specific mechanism, such as a serotonin-norepinephrine reuptake inhibitor, whereas others will respond to a drug targeting a different mechanism, such as a calcium channel alpha-2-delta agonist. Responses to these pharmacological interventions provide information regarding the relevance of their respective targets to the pathophysiology of pain in that particular patient. This principle is illustrated in an intriguing case study of a patient with bilateral at-level spinal cord injury pain.
      • Westermann A.
      • Krumova E.K.
      • Pennekamp W.
      • Horch C.
      • Baron R.
      • Maier C.
      Different underlying pain mechanisms despite identical pain characteristics: a case report of a patient with spinal cord injury.
      The clinical description of pain on both sides was identical; however, QST revealed evidence of central sensitization on the right and deafferentation on the left. Pregabalin was administered, which significantly reduced the pain on the right side (associated with central sensitization) but did not affect the left-side deafferentation pain. These findings reveal the mechanistic value of both QST and pharmacological phenotyping.
      A final approach to mechanistic assessment is to examine genetic markers using patients' biological samples. Using primarily candidate gene approaches, several genes have been associated with pain perception and with clinical pain across multiple studies, including the catechol-o-methyl-transferase gene, the mu-opioid receptor gene, the G-cyclohydrolase gene, and several sodium channel genes.
      • Costigan M.
      • Latremoliere A.
      • Woolf C.J.
      Analgesia by inhibiting tetrahydrobiopterin synthesis.
      • Diatchenko L.
      • Fillingim R.B.
      • Smith S.B.
      • Maixner W.
      The phenotypic and genetic signatures of common musculoskeletal pain conditions.
      • Mogil J.S.
      Pain genetics: past, present and future.
      • Waxman S.G.
      • Merkies I.S.
      • Gerrits M.M.
      • Dib-Hajj S.D.
      • Lauria G.
      • Cox J.J.
      • Wood J.N.
      • Woods C.G.
      • Drenth J.P.
      • Faber C.G.
      Sodium channel genes in pain-related disorders: phenotype-genotype associations and recommendations for clinical use.
      If polymorphisms of genes encoding proteins that are involved in nociceptive processing and pain modulation show different allele frequencies in patients versus controls, this potentially implicates that protein or pathway in the pain disorder. Hence, identifying subgroups of patients based on their genotype may help to stratify patients in a mechanistically meaningful way. At present, genetic testing is not routinely performed in the clinical setting, but its accessibility and potential to guide treatment makes genotyping an attractive future option for mechanistic pain classification.

      Conclusions and Recommendations

      Assessment of pain is a critical component of accurate classification of chronic pain conditions. Multiple domains of pain should be assessed, including pain intensity and pain affect, as well as other perceptual qualities of pain. Multiple reliable and valid approaches are available to assess these pain dimensions. In addition, temporal features of pain are important, including not only pain duration but also the temporal patterns of pain, which can provide important information to guide diagnosis and treatment. In the clinical setting, these features are most commonly assessed using retrospective recall; however, EMA provides much more accurate and high-resolution data regarding temporal aspects of pain. An important goal of pain assessment is to elucidate the pathophysiological mechanisms underlying the pain. Several approaches that are presently relegated primarily to research may ultimately be integrated into clinical assessment in order to generate such mechanistic information. QST provides insight into somatosensory and pain modulatory function, and bedside QST methods are emerging that are clinically implementable. Also, skin biopsies and microneurography are producing clinically relevant findings related to studies of peripheral afferent innervation and function. Brain imaging is rapidly progressing, providing important information regarding brain structure and function and neurochemical systems that modulate clinical pain. Pharmacological phenotyping can likewise identify neurochemical systems that contribute to pain, and genotyping reveals biological systems and pathways that may contribute to pain.
      Based on this review of the methods available for assessment of pain and its mechanisms, the following recommendations are offered to optimize pain assessment, thereby promoting more accurate and mechanistically informative pain classification.
      • -
        Assess 4 key components of pain in all patients: pain intensity, other perceptual qualities of pain, bodily distribution of pain, and temporal features of pain. This will enhance not only pain classification but also treatment planning and outcome tracking.
      • -
        Consider incorporating mechanism-based approaches into clinical assessment protocols. This may include thorough assessment of perceptual qualities of pain, including screening tools for neuropathic pain. In addition, bedside QST approaches may be informative and feasible in many settings, whereas the full QST protocol has its place in the research setting and in phase II trials. Skin biopsies can also be used for certain patients, assuming the expertise for analysis is available.
      • -
        Pain assessment needs to be combined with assessment of other important domains, including physical and psychosocial functioning. Approaches to assessment of these domains are discussed elsewhere in this supplement (Edwards et al and Turk et al).
      Systematic pain assessment will improve pain diagnoses by reducing observer bias, which is more likely to emerge in the absence of carefully collected data regarding the patient's pain. Therefore, thorough pain assessment should be conducted consistently, as the results represent the data that will inform research, diagnosis, clinical management, policy, and decision making.

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