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Mediterr J Rheumatol 2021;32(4):378-85
Position Statement on Exercise Dosage in Rheumatic and Musculoskeletal Diseases: The Role of the IMPACT-RMD Toolkit
Authors Information

1. School of Physical Education, Sport Science and Dietetics, Department of Nutrition and Dietetics, University of Thessaly, Greece
2. Department of Rheumatology, Russells Hall Hospital, Dudley Group NHS Foundation Trust, Dudley, United Kingdom
3. Faculty of Education, Health and Wellbeing, University of Wolverhampton, United Kingdom
4. Department of Neurobiology, Care Sciences and Society, Division of Physiotherapy, Karolinska Institutet, Huddinge, Sweden
5. Department of Orthopaedics, Rehabilitation and Physical Therapy, Leiden University Medical Center, Leiden, the Netherlands
6. Department of Rheumatology, Sint Maartenskliniek, Nijmegen, the Netherlands
7. Centre for Active Lifestyles, Carnegie School of Sport, Leeds Beckett University, Leeds, United Kingdom
8. Department of Physical Education and Sport Science, University of Thessaly, Karies, Trikala, Greece
9. ACHIEVE - Center of Applied Research, Faculty of Health, Amsterdam University of Applied Sciences. Reade, Center for Rehabilitation and Rheumatology/Amsterdam Rehabilitation Research Center, Amsterdam, The Netherlands
10. School of Sport, Exercise and Rehabilitation Sciences, University of Birmingham, Birmingham, United Kingdom
11. National Resource Centre for Rehabilitation in Rheumatology, Department of Rheumatology, Diakonhjemmet Hospital, Oslo, Norway
12. Division of Rheumatology, University Hospitals Leuven, Leuven, Belgium
13. School of Allied Health, Faculty of Education and Health Sciences and Health Research Institute, University of Limerick, Limerick, Ireland
14. Rheumatology Department, King’s College Hospital, London, United Kingdom
15. Institute of Infection, Immunity and Inflammation, University of Glasgow, Glasgow, United Kingdom
16. School of Health Professions, Institute of Physiotherapy, Zurich University of Applied Sciences, Winterthur, Switzerland

GS Metsios, TPM Vliet Vlieland, CHM Van den Ende, A Stavropoulos-Kalinoglou, I Fatouros, M van der Esch, SAM Fenton, RH Moe, JJCS Veldhuijzen van Zanten, Y Koutedakis, AS Veskoukis, C Boström, N Kennedy, GE Fragoulis, GD Kitas

Abstract

There is convincing evidence to suggest that exercise interventions can significantly improve disease-related outcomes as well as comorbidities in rheumatic and musculoskeletal diseases (RMDs). All exercise interventions should be appropriately defined by their dose, which comprises of two components: a) the FITT (frequency, intensity, time and type) and b) the training (ie, specificity, overload, progression, initial values, reversibility, and diminishing returns) principles. In the published RMD literature, exercise dosage is often misreported, which in “pharmaceutical treatment terms”, this would be the equivalent of receiving the wrong medication dosage. Lack of appropriately reporting exercise dosage in RMDs, therefore, results in limited clarity on the effects of exercise interventions on different outcomes while it also hinders reproducibility, generalisability and accuracy of research findings. Based on the collective but limited current knowledge, the main purpose of the present Position Statement is to provide specific guidance for RMD researchers to help improve the reporting of exercise dosage and help advance research into this important field of investigation. We also propose the use of the IMPACT-RMD toolkit, a tool that can be used in the design and reporting phase of every trial.

 

Article Submitted: 30 Jun 2021; Article Accepted: 25 Jul 2021; Available Online: 27 Dec 2021

https://doi.org/10.31138/mjr.32.4.378

This work is licensed under a Creative Commons Attribution 4.0 International License (CC-BY). 

©Metsios GS, Brodin N, Vliet Vlieland TPM, et al.

Full Text

INTRODUCTION

Rheumatic and musculoskeletal diseases (RMDs) are a group of non-communicable diseases characterised by debilitating symptoms, such as pain, fatigue, inflammation, and/or joint damage. These may result in subsequent loss in the range of motion and functional impairment in one or more areas of the musculoskeletal system. The most prevalent RMDs, based on the European Alliance of Associations for Rheumatology (EULAR) Position Statement, are osteoarthritis (OA), rheumatoid arthritis (RA), osteoporosis (not a classical RMD but still reported in the EULAR Position Statement), low back pain (an RMD symptom which is reported in the EULAR Position Statement), ankylosing spondylitis, psoriatic arthritis, gout, fibromyalgia, and connective tissue diseases, such as Systemic Lupus Erythematosus and systemic sclerosis. The management of RMDs involves a combination of multiple different pharmaceutical and non-pharmaceutical interventions. The introduction of modern but still expensive treatments, such as biological disease modifying antirheumatic drugs (bDMARDs), has had a significant effect at improving outcomes in some RMDs but has also increased substantially healthcare costs. Despite the improvements in pharmaceutical therapies, many RMD patients do not reach complete remission and may still experience eventually variable levels of disability. For example, 20% to 40% of patients treated with a tumour necrosis factor alpha inhibitor fail to achieve even an ACR20 response (ie, a 20% improvement as calculated using the American College of Rheumatology [ACR] criteria1), while some patients lose response over time and/or experience adverse events.1 Also, for many RMDs there is no effective drug treatment available, eg, from the very common OA to the rare systemic sclerosis. These facts suggest that there is a measurable therapeutic void in RMDs while at the same time, RMD treatment costs remain high. It is necessary, therefore, that the overall management of RMDs should also focus on adjunct non-pharmacological interventions with proven effectiveness, in order to improve quality of life and reduce, prevent or help to better cope (physically, emotionally and societally) with the activity limitations and adverse effects of suffering from an RMD.

A promising and well-researched intervention that can significantly improve symptoms and quality of life in non-communicable diseases2 including RMDs,3 is physical activity and/or exercise. Physical activity is any bodily movement that increases energy expenditure above resting levels (such as gardening or doing household chores). Exercise on the other hand, is a distinct part of physical activity, which is a structured and planned behaviour (such as going swimming two times per week) that aims to improve specific outcomes, such as cardiorespiratory fitness, fatigue, or activity limitation. Our knowledge on the effects of exercise on RMD symptoms has significantly improved in the last 30 years. Despite earlier clinical practice approaches to avoid exercise in fear of exacerbating disease symptoms, exercise is now considered an important intervention for improving symptoms in RMDs, to the point that the EULAR is actively promoting the use of exercise and physical activity in recent recommendations3,4 and promotes the implementation of physical activity at scale.5 This is because collective results suggest that exercise can have beneficial effects in multiple different patient-relevant and clinically-important outcomes in RMDs. For example, in osteoarthritis exercise can reduce pain6 and cardiovascular disease risk7,8 and improve quality of life9; in RA, exercise improves cardiorespiratory fitness and functional ability,10-12 reduces pain and fatigue,11,13,14 can increase muscle mass and reduce adiposity15-17 more than bDMARDs,18 thus reversing the highly prevalent rheumatoid cachexia19,20; in fibromyalgia exercise is the only intervention that can be recommended by EULAR for therapy (based on the most recent meta-analysis) with strong evidence for its effectiveness.21 Moreover, exercise interventions improve health-related outcomes in a dose-dependent manner; this suggests that more exercise or higher intensities during exercise may result in better improvements, while depending on how the exercise dosage is applied, the magnitude and the timecourse of these beneficial adaptations can vary.2

From a theoretical perspective, exercise should be prescribed in the same way as medication, where specific symptoms are taken into account in combination with specific clinically-important cut-off points. However, methodological limitations around the dosage of exercise that we frequently see in RMD exercise trials, hinder our precise understanding about the effects of different exercise dosages as well as their dose-dependent effects on different RMD outcomes.

The IMPACT-RMD is a group of international experts and patient organizations from seven EU countries with an extensive research track record  in RMDs and contributions in EULAR recommendations,4,22 including the recent EULAR physical activity recommendations.3 The IMPACT-RMD Consortium, is also a funded EULAR initiave, responsible for implementing physical activity and exercise in clinical practice.5 The Consortium has identified that research in RMDs is characterized by inconsistencies in reporting exercise dosage, and therefore has developed this Position Statement (based on roundtable discussions) to highlight issues around exercise dosage in RMDs, present the evidence on the effects of exercise dosage on different outcomes in RMDs as well as to provide a guide/toolkit for appropriate designing and reporting exercise dosage in RMD trials.

 

DEFINING THE DOSAGE IN PHYSICAL ACTIVITY AND EXERCISE INTERVENTIONS

Given the lack of reporting exercise dosage accurately in RMD research trials, future exercise RMD research should aim to improve the reporting of two distinct set of principles: a) the exercise principles and b) the training principles. Both sets of principles need to be accurately reported in exercise trials so that we can: a) accurately interpret the overall effects (and dose-response) of exercise protocols on the potential benefits as well as harms, b) the opportunities and challenges for their large scale application in different settings and c) their specificity in terms of the different RMD populations.

 

Exercise Principles

The definition of dosage in any exercise intervention, irrespective of the population studied, is the process of providing information on four specific exercising principles: Frequency, Intensity, Time and Type (F.I.T.T.).23 In exercise physiology research, these are collectively referred to as “the FITT principles” and these need to be mentioned within the methodology of every exercise intervention (Table 1). If this is not the case, the dosage of exercise and its cause-and-effect and dose-dependent relationship with health-related outcomes cannot be determined while research methodologies cannot be reproduced. There have been recent attempts to improve the reporting of the goals and the content of exercise interventions with regards to the FITT principles,24,25 however, these have not been taken-up effectively and systematically in exercise RMD research. 

 

Training Principles

The FITT principles are not the only important piece of information that should be explicitly described in exercise trials. To improve the reporting of exercise dosage, researchers should also have the responsibility to consider, embed, report accurately and consistently the established exercise training principles which are specificity, overload, progression, initial values, reversibility and diminishing returns (details for all the exercise training principles with examples, appear in Table 1).23 Implementing the training principles in exercise interventions ensures that the specifics of the exercise intervention are appropriately planned and delivered, so that the benefits of such interventions can be optimized for the receiving patient. It is worth mentioning that researchers predominantly support the use of the FITT exercise principles for determining dosage24,25 while efforts to develop interventions that appropriately embed the training principles are lacking. However, considering and appropriately implementing the training principles in exercise interventions is of crucial importance in RMDs. Engaging in high intensity exercise, particularly at the start of an exercise program –  required to improve cardiovascular health and reduce fatigue,13 pain,11,26 or activity limitation10 – may be problematic in people with RMDs, as early application of higher intensities may result in injury or cardiovascular complications.27 For example, if we consider the training principle “progression”, a detailed description should be included in a research trial on the initial intensity of the program (ie, what % of intensity was used during the first set of exercise sessions) and how this progressively increased to achieve the targeted intensity of the exercise program (eg, the 85% of the heart rate reserve). It is difficult to believe that patients with RMD could start exercising at 85% of their heart rate reserve during their first set of exercise sessions, yet most exercise trials do not provide information on whether initial sessions (ie, during the first weeks of applying the exercise program) with familiarisation took place at the initial stages of the intervention. Issues with lack of appropriately reporting the FITT principles and the remaining training principles further contribute to the inconsistencies that characterise this research area. Figure 1 represents a theoretical approach of applying the exercise dosage when exercise is provided for RMDs.


Table 1. The IMPACT-RMD toolkit: appropriate reporting of exercise dosage using the FITT and training principles.
 



Figure 1. Theoretical U-Shaped relationship between exercise dosage and health-related outcomes in RMDs.
 

 

EFFECTS OF STUDIED EXERCISE DOSAGE IN RHEUMATIC AND MUSCULOSKELETAL DISEASES

The lack of appropriately reporting the FITT and training principles in RMD research, is also observed in other non-communicable diseases such as cancer28 and stroke.29 Not surprisingly, these issues also characterise the studies that have formed the EULAR 2018 recommendations.3 The current recommendations about exercise dosage can be collectively summarised, as follows:

Aerobic exercise interventions: Aerobic training exercise interventions that utilise intensities of 60-85% of maximum heart rate, a frequency of 3-5 days/week while the time of the exercise session is 20-45 min, elicit significant improvements in multiple health-related outcomes, as early as three months (Figure 2).


Figure 2. Expected aerobic (blue) and strength (green) training adaptations in RMDs.
 


Strength training interventions: When the intensity of a strength training program is 50-80% of 1 repetition maximum, each exercise is performed for 8-12 repetitions per exercise and 1-3 sets per exercise, the frequency is 1-3 days / week and the time for the strength training session is 20-30 min, then significant improvements in different outcomes are observed in as early as two months (Figure 2).

Interventions that combine types of exercise (for example, combined aerobic and strength training) demonstrate similar results, ie, expected improvements appear at the same time points as with aerobic and/or resistance exercise alone,12,30 albeit, these can vary according to the dosage applied. Moreover, studies that have followed-up people with RMD post intervention, reveal that improvements in quality of life, strength and functional ability are maintained up to six months post exercise intervention.31 However, it is important to note, that even if details of these exercise interventions exist, the FITT principles are still too wide (ie, aerobic: 60-85% of heart rate reserve and strength: 50-80% of 1 repetition maximum) while the training principles are not reported. For example, 60% of heart rate reserve is considered moderate intensity while 85% high intensity; those two different intensities will result in physiological changes of different magnitude given the dose-dependent relationship of exercise with health outcomes. In “pharmaceutical treatment terms” this would be the equivalent of receiving the wrong medication dosage.

Within these limitations of reporting exercise and exercise training principles in RMD trials, the different intensities that have been utilised so far in RMD healthcare exercise research do not report exercise-related adverse outcomes and/or harms. Despite that the reporting of potential adverse effects of harms should be appropriately planned within the methodology of an exercise research trial, the current collective evidence suggests that exercise is considered safe in RMDs11,32 even with high intensity at a level of 80-90% of maximal oxygen uptake.33

 

A TOOLKIT FOR METHODOLOGY PLANNING AND APPROPRIATE REPORTING OF EXERCISE DOSAGE IN RESEARCH TRIALS

The purpose of this Position Statement was to put together and highlight the elements of exercise programs that should be reported in RMD exercise trials. The FITT as well as the training principles exist for more than 30 years and have been the core of exercise training in athletes. However, RMD exercise trials lack this information, possibly due to different reasons, including lack of knowledge of their existence and/or the lack of a guide on what should actually be reported in exercise trials. To improve this area of research and enhance the understanding of the research and healthcare communities about the dosage of exercise and its effects on different outcomes, we urge future researchers to use the IMPACT-RMD toolkit (Table 1), in the design phase and reporting of future trials. The IMPACT-RMD toolkit summarizes all the elements of an exercise program, that could be used from the conception of the research hypothesis and designing of the exercise program (and later in the reporting) to the reporting of the exercise program details in the publication phase. It also provides examples for each of these elements, in order to aid the researchers to understand the exact details that are required within each FITT and training principle.


DISCUSSION

The purpose of this Position Statement is to provide specific guidance for RMD researchers to help improve the reporting of exercise dosage and help advance research into this important field. To do this, we propose the use of the IMPACT-RMD toolkit, a tool which can facilitate significant improvement in this area of research. Significant issues still remain in RMD exercise research with regards to reporting dosage, while evidence from existing trials reveals that exercise – using a wide range of dosages – can significantly improve disease-related symptoms and comorbidities in RMDs.

In our approach to better understand the effects of specific dosages on specific RMD outcomes, it is important to note that RMD exercise research has almost exclusively focused on recruiting patients whose disease is well-controlled on their current medication3; even in these patients, there is uncertainty about the effects of different exercise dosages on different patient-and clinically-important outcomes. With regards to exercise engagement, more uncertainty exists for RMDs patients that are difficult to treat (eg, those with persistent pain and fatigue), because there is no evidence as to whether these patients should engage in exercise and if they do, what would be the appropriate dosage that will result in benefits without negatively affecting disease outcomes.

Despite the positive steps that have been made in exercise RMD research trials in the last 30 years, the exact dosage of exercise interventions and exactly how, when and with what precautions it is applied to different RMD populations (and within each RMD at the different stages), is an area of research that requires further attention and improvement. The current lack of clarity in this research area, results in a prolongation of misreporting exercise dosage, the misunderstanding about adaptation specificity (benefits and harms) as well as the continuation of publishing data which lack precision thereby, affecting reproducibility. Investigating and thus, understanding the dose-dependent effects of exercise dosage on different outcomes, can potentially enhance the overall management of RMDs with benefical effects on the patients’ overall health and quality of life. Moreover, accurately reporting exercise dosage can enhance the accuracy, reproducibility and generalisability of any findings, and more importantly the opportunity for larger scale application of exercise protocols outside the clinical arena, and this can only be improved by enhancing our ability to interpret exactly what was delivered to what patient. Exercise (FITT) principles and training principles should be appropriately considered and implemented in the design phase, and accurately reported in detail in every future physical activity and exercise trial in RMDs. The IMPACT-RMD toolkit provided herein may significantly facilitate this effort.

 

CONCLUSION

Exercise can have significant beneficial effects on RMD outcomes. Understanding the effects of specific exercises doses on health outcomes in RMDs is an area of research that requires improvement, so that frontline healthcare practitioners can confidently utilise and tailor different exercise interventions for improving RMD outcomes. The IMPACT-RMD toolkit can facilitate this process and help exercise RMD researchers plan, develop, implement and report accurately exercise dosage in relevant trials while it is also a tool that can support best practice in exercise prescription. 

 

CONFLICT OF INTEREST

The authors declare no conflict of interest.

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