Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014 39
A multiaxial evaluation of the headache patient
Uma avaliação multiaxial de paciente com cefaleia
ORIGINAL ARTICLE
ABSTRACTABSTRACT
ABSTRACTABSTRACT
ABSTRACT
Background: Background:
Background: Background:
Background: Primary headaches are considered a complex
medical problem. They usually appear as isolated episodes
but can progress into chronic headaches entailing significant
functional disability for the patient. With the objective of
upgrading the quality of care given to headache patients,
there have been several proposals to integrate the wide array
of variables which influence headache experiences into a
systemized evaluation model. Such a system should prevent
key elements from being overlooked, aid diagnosis and facilitate
treatment plans. However, as of yet, no such model has been
widely adopted.
Method:Method:
Method:Method:
Method: In the present paper, we propose
integrating The International Classification of Headache
Disorders (ICDH) into a multiaxial assessment system similar
to the Diagnostic and Statistical Manual of Mental Disorders
(DSM-IV) which is used in psychiatry. The contents of the
different axes found in the DSM cover many of the fundamental
clinical variables which have been supported by the medical
literature for the past twenty years. Our discussion focuses
mainly on chronic headache and migraine since they are
clinically relevant to this form of evaluation. We believe our
proposed model could be applied generally to all headache
types.
Conclusion:Conclusion:
Conclusion:Conclusion:
Conclusion: Headache disorders require an evaluation
method flexible enough to reflect the multiple dimensions
influencing the course of the disease. In order to achieve a
systemized, widely accessible evaluation, we propose a
headache patient evaluation structure that is familiar and
generally accepted by the medical community. Implementing
such a system would be beneficial as it could lead towards
building a more uniform evaluation system, facilitate student
learning and communication among practitioners, all of which
are important steps for improving patient care.
KeywordsKeywords
KeywordsKeywords
Keywords: Migraine; Headache; Multiaxial; Evaluation;
Classification
Eric Magnoux
1
, Gregorio Zlotnik
1
, LaFerrière Justine
2
1
Montreal Migraine Clinic, Montreal, Québec, Canada
2
B.A., McGill University
Magnoux E, Zlotnik G, Justine L A multiaxial evaluation of the headache patient.
Headache Medicine. 2014;5(2):39-45
INTRODUCTION
Over the past 20 years, major efforts have been
made to further our understanding of headache
disorders. An internationally accepted headache
classification was published by the International
Headache Society in 1988
(1)
and revised in 2004,
(2)
new abortive and preventive medication has been
developed and practical guidelines have been drafted
to structure treatment options.
(3-5)
Despite these advances,
migraine, one of the most frequent and disabling
headaches, is still under-diagnosed and under-treated.
Patients often do not consult a physician for their
migraines, those who do are not always correctly
diagnosed and those who are given a correct diagnosis
do not always receive optimal treatment. Some efforts
have been made to address these issues. The MIDAS
(6)
questionnaire and migraine diagnosis screeners,
(7,8)
are
examples of tools developed for primary care physicians
to measure the debilitative effects of migraines on
patients' daily functions, improve diagnosis and promote
better healthcare management. However, such tools are
not widely used and, consequently, migraines are still
associated with severe disability in 53.7% of patients.
(9)
One important complication related to episodic
migraines is their potential to progress into chronic
headaches. This risk, coupled with the challenge of
identifying patients in whom this potential exists, only
reinforces the need to optimize migraine diagnosis and
treatment. From an interventional perspective, Bigal and
Lipton
(10)
examined the process of migraine chronification
by dividing the associated factors into two categories,
40 Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014
MAGNOUX E, ZLOTNIK G, JUSTINE L
non-modifiable and modifiable. The former includes
genetics, gender, age, being of Caucasian ancestry,
socioeconomic status, and educational level; the latter
includes high headache frequency, obesity, medication
overuse, caffeine, snoring and apnea, psychiatric
comorbidities and stress. Comorbidities particularly
contribute to headache-related disability,
(11,12)
and the
authors stress the importance of screening for them. In
all, it is clear from these authors' work that several
variables influence migraine experiences and that, even
if the correct diagnosis is made, one still risks overlooking
key elements that contribute to the development of the
patient's symptoms. Hence there is an evident need for
an evaluation tool that goes beyond simple headache
diagnosis.
Several attempts have been made along these lines:
since 1992, five papers from three groups have been
published
(13-17)
stating that primary headaches represent
a complex disease that requires a clear diagnosis, global
clinical profile and adapted treatment to improve the quality
of care. The authors included many of the modifiable
factors listed above, (headache frequency, medication
overuse, comorbidities, stress and disability) into a
systemized evaluation system. However, the proposals
have not been widely accepted, as their novel and varied
structures have limited their use among headache
specialists. We believe that this could be remedied by the
use of a headache evaluation system that is more uniform
and constructed from standardized and reliable medical
knowledge.
Therefore we propose in the present paper a pilot
multiaxial evaluation tool. We believe that a systemized
multiaxial evaluation system for patients suffering from
all types of headaches could improve diagnosis by
ensuring that all relevant information concerning the
patient is included in the final evaluation. This would
render treatment and care management much more
effective as all contributive factors would be addressed.
We believe that with a few modifications, the DSM-IV
evaluation framework could be used as an ideal
template for designing such an evaluation tool not only
because it integrates all the variables considered relevant
when evaluating headache patients but because its
structure will aid its spread and acceptance within the
medical community. Indeed, by drawing from previous
models – namely from the International Headache
Society and the DSM – we hope that the familiarity of
our model's structure will facilitate accessibility and enable
any type of practitioner (from specialists to medical
students) to provide a more thorough, in depth, and
reliable medical evaluation. We favor the DSM model
over other multiaxial systems since it is an accepted
reference supported by the prevailing biopsychosocial
model.
METHODS
In the sections below we present an overview of the
multiaxial psychiatric methods as found in the DSM (section
A) as well as the headache classification scheme proposed
by the IHS (section B). We then propose our own synthesis.
A. The multiaxial psychiatric evaluation model:A. The multiaxial psychiatric evaluation model:
A. The multiaxial psychiatric evaluation model:A. The multiaxial psychiatric evaluation model:
A. The multiaxial psychiatric evaluation model:
the DSMthe DSM
the DSMthe DSM
the DSM
(18-20)(18-20)
(18-20)(18-20)
(18-20)
The classification of mental illnesses that preceded
the DSM-III was based on a psychosocial and
psychodynamic etiological view. Inter-evaluator diagnostic
reliability was poor, so a scientific approach to these
illnesses was not possible. Framed within a scientific
perspective and with increased communication among
physicians in mind, a diagnostic revision was undertaken
to create the DSM-III. The authors adopted a purely
descriptive approach to symptoms, eliminating any
reference to etiology; precise criteria were established for
making reliable diagnoses. In addition to this diagnostic
component and because of the difficulty involved when
evaluating patients with psychiatric problems, the authors
created a multiaxial evaluation framework for identifying,
from the most important clinical variables, those that were
the most useful for psychiatric cases. Five axes were defined.
The first draft of the DSM-III was developed by expert
consensus and validation studies were used to prepare
the DSM-IV.
(21)
Axis I describes the clinical symptoms, defined by
precise criteria and a clinical course over time.
Axis II describes personality disorders and traits
and, in the DSM IV, maladaptive personality features and
defense mechanisms. This axis is relevant because the
clinical presentation, the response to treatment and the
clinical course of the disease are also influenced by
personality traits. It is distinct from Axis I and warrants special
attention, as it is often neglected in favor of the clinical
syndrome. This axis underscores the importance of
personality disorders in relation to the diagnosis in Axis I.
Axis III describes current medical conditions. It adds
information to the overall clinical picture and can be useful
for understanding or managing the case.
Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014 41
Axis IV identifies the psychological stressors that
can affect the diagnosis, treatment and prognosis of the
mental disorders established in Axes I and II. These
stressors can contribute to the exacerbation or onset of
an illness or can be the consequence of a mental illness,
hence the importance of taking them into account.
Axis V assesses the patient's global functioning
level based on three dimensions: psychological, social
and occupational. Using a percentage scale to quantify
these three dimensions, Axis V is used to assess the impact
of the mental illness. The process can also be repeated
over time to evaluate continually the patient's clinical
course.
B. The International Classification of HeadacheB. The International Classification of Headache
B. The International Classification of HeadacheB. The International Classification of Headache
B. The International Classification of Headache
Disorders (ICHD)Disorders (ICHD)
Disorders (ICHD)Disorders (ICHD)
Disorders (ICHD)
The International Classification of Headache
Disorders is considered the main medical reference for
headache disorders. It was published in 1988 in response
to criticisms that the existing model published in 1962
(22)
was unreliable due to its lack of strict operational
diagnostic guidelines. Just as was the case for the DSM,
this problem was remedied by referencing to precise
diagnostic criteria defined by expert consensus. It was
revised in 2004 through the use of validation studies.
Although the ICHD model did not adopt a multiaxial
evaluation system like the DSM, its strict operational
guidelines ensure diagnostic reliability, which in turn
facilitates research by promoting further communication
among experts.
Given that the methodology used when assessing a
psychiatric patient – that is achieving a diagnosis by select
criteria with added dimensions to factor in – overlap with
ones used for the headache patient, it seems reasonable
to ask whether it would be beneficial to have a similar
system for headache patients. The ICHD could provide
consistency and reliability for the diagnosis while the
contents of the five axes styled from the multiaxial
psychiatric evaluation used in the DSM could help extract
the vital information needed by any clinician to ensure a
global assessment of the patient. Some of the potential
benefits are immediately apparent, including cases in
which there is medication overuse, medical and
psychiatric comorbidities, behavioral characteristics, stress
and disability. Our following discussion focuses mainly
on chronic headache and migraine because they are
clinically relevant to this form of evaluation. However,
we believe that our proposed model could be applied
generally to all headache types.
A MULTIAXIAL EVALUATION OF THE HEADACHE PATIENT
Axis IAxis I
Axis IAxis I
Axis I describes the diagnosis of headache disorders
according to the existing ICHD criteria. It serves to establish
that headaches are the primary reason for the consultation.
It can involve more than one diagnosis as the clinical course
of the headaches progresses.
Axis II,Axis II,
Axis II,Axis II,
Axis II, which we refer to as the "complications" axis,
pertains to the presence of chronic migraine and to
medication overuse. Because of their clinical importance
and because they are closely linked, we propose that a
separate axis be devoted to each of these factors, especially
since only 20.2% of chronic migraineurs are diagnosed.
(23)
The IHS does, in fact, grant special status to chronic migraine,
as a complication of episodic migraine.
Axis IIIAxis III
Axis IIIAxis III
Axis III describes associated conditions or
comorbidities, both medical and psychiatric.
They may or not be associated with the headaches.
(24)
However, from a medical perspective, these comorbidities
are essential to include as they greatly affect treatment
options, e.g., asthma and beta-blockers or vasculitis and
triptans, bipolar disorder and preventive medication.
Painful comorbidities can also complicate the patient's
clinical course, e.g., fibromyalgia and irritable bowel
syndrome and other comorbidities, such as obesity, snoring
and apnea that are associated with chronification.
Axis III also includes personality disorders and traits
as comorbidities, as these can modulate the patient's
coping strategies for his or her headaches, medication
use and relationship with the health care professional; such
considerations are especially important if the patient is at
risk for medication overuse. For further explanation of
patients with type II
(25)
medication overuse, we refer to the
works of Saper et al.
(16)
Figure 1. Our proposed model which integrates diagnostic criteria from the ICDH
and the multiaxial structure from the DSM-IV
Our Proposal for a Multiaxial Headache Evaluation
Axis I. IHS Classification (primary/secondary headache)
Axis II. Complications
a) Chronic migraine
b) Medications overuse
Axis III. Comorbidities
a) Medical
b) Psychiatric
1) Clinical disorders
2) Clinical disorders, including headache coping
strategies
Axis IV. Psychosocial and environmental problems (DSM-IV Axis IV)
Axis V. Disability
42 Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014
Axis IVAxis IV
Axis IVAxis IV
Axis IV covers environmental and psychosocial
stressors because the link between stress as a trigger for
headaches/migraine attacks and the progression to
chronic headaches has been well established.
(26,27)
Identifying the different stressors and determining their
importance in a patient provides guidance for the course
of care which should emphasize psychological (Cognitive
Behavioral Therapy) or psychophysiological (relaxation,
biofeedback) treatment.
Axis V Axis V
Axis V Axis V
Axis V is devoted to the disability assessment. In
the field of headache medicine, a structured evaluation
including this axis should incite the clinician to examine
the impact of the patients' headaches, as patients
seldom report functional disability or emotional
repercussions spontaneously.
(28)
The type of
questionnaire used is less important, it is the act of
evaluating disability which needs to be the focus.
Headache specialists could use MIDAS or other scales
like HIT-6 while primary care physicians could use
global assessment functioning (GAF) found in the DSM.
Primary care clinicians whose practice cannot bear the
burden of an additional questionnaire could conduct
a less formal disability assessment, which could consist
simply in asking the patient about any missed or
disrupted work days or social activities.
EXAMPLES
Reformulating Clinical VignettesReformulating Clinical Vignettes
Reformulating Clinical VignettesReformulating Clinical Vignettes
Reformulating Clinical Vignettes
(29)(29)
(29)(29)
(29)
These vignettes, originally published by Sun-Edelstein
et al.,
(29)
were designed to illustrate which headache
diagnoses are reached when using the ICHD criteria. They
describe a fictional woman of 38 years suffering from
chronic headache for the past 3 years. The goal was to
demonstrate how, notwithstanding the nearly identical
profiles, these patients can still be given differing headache
diagnoses when following ICHD diagnostic criteria. We
have taken the same vignettes and have applied our
proposed multiaxial headache patient evaluation to reveal
how seemingly uniform profiles can turn into unique,
complex cases.
PP
PP
P
AA
AA
A
TIENT A.TIENT A.
TIENT A.TIENT A.
TIENT A. "38F with mild-moderate headache
every day for 3 years. Prior to daily headache, had
migraines 1-5 days/month. Now has a migraine 10 days/
month. Previously used sumatriptan every other day but
has been using it only twice per week for the last 6 months.
Does not use any other acute-care medication".
Axis I: Migraine without aura.
Axis II: Chronic migraine.
Axis III: Asthma, primary Raynaud's syndrome.
Major depression in remission; generalized
anxiety disorder.
No presumed or diagnosed personalitydisorders.
Axis IV: Son died 3 years ago as a result of a skiing
accident. Troubled marital relationship ever
since.
Axis V: Misses 1 day of work per month and regularly
cancels family activities. MIDAS grade III.
PP
PP
P
AA
AA
A
TIENT BTIENT B
TIENT BTIENT B
TIENT B
. .
. .
. "38F with mild-moderate headaches
every day for 3 years. Prior to daily headache, had
migraines 1-5 days/month. Now has a migraine 10
days/month. Has been using sumatriptan every other
day for 2 years. Does not use any other acute-care
medication."
Axis I: Migraine without aura.
Axis II: Medication overuse headache.
Axis III: obesity (Body Mass Index: 35), Glucose
Tolerance Test positive, snoring, obsessive
personality disorder.
Axis IV: Disagreement with coworkers and boss over
work, which she feels is botched by the others.
Axis V: Misses 3 days of work per month and does
not go out for fear of a migraine attack. MIDAS
grade IV-A.
PP
PP
P
AA
AA
A
TIENT CTIENT C
TIENT CTIENT C
TIENT C. "38F with mild-moderate headaches
every day for 3 years. Prior to daily headache, had
migraines 1-5 days/month. Now has a migraine 4 days/
month. She previously used sumatriptan every other day
but has been using it once per week for the last 6 months.
Does not use any other acute medication."
Axis I: Chronic Tension Type Headache, migraine
without aura.
Axis II: Nil.
Axis III: Nil.
Axis IV: Family problems because of limitations in
activities.
Axis V: Misses work occasionally. Occasional limitation
in family activities. MIDAS grade II.
PP
PP
P
AA
AA
A
TIENT DTIENT D
TIENT DTIENT D
TIENT D. "38F with mild-moderate headache
every day for 3 years. Prior to daily headaches, had
migraines 1-5 days/month. Now has migraine 4 days/
month. Has been using sumatriptan every other day for 2
years. Does not use any other acute-care medication."
MAGNOUX E, ZLOTNIK G, JUSTINE L
Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014 43
Axis I: Migraine without aura.
Axis II: Medication overuse headache.
Axis III: No medical comorbidity.
Drug abuse, cocaine, alcohol, cannabis.
Borderline personality disorder.
Axis IV: Has separated twice in the past year. Conflict
with immediate family. Has moved recently.
Axis V: Totally disabled, stopped working on her
physician's advice. MIDAS grade IV-B.
COMMENTS ON VIGNETTES
The headache histories presented in these four
vignettes are practically identical, except for the ICHD
diagnosis. However, by using the multiaxial evaluation, a
very different, more nuanced picture emerges which can
entail significant implications for treatment options and
overall patient prognosis.
In the case of patient A, medical comorbidities interfere
with preventive and abortive treatment. The patient's disability
is significant. Marital difficulties and bereavement are
significant and should be addressed using psychotherapy
since these issues have remained problematic for years.
While the patient's depression is in remission, her general
anxiety disorder must still be pharmacologically and
psychotherapeutically addressed since these factors have
been proven to have an impact on headaches and
disability. However, the absence of a personality disorder
should influence the prognosis positively.
In the case of patient B, evaluation show major
medical comorbidities (obesity, snoring) that interfere
directly with the patient's headache experiences; they
should be treated first. The patient's obsessive personality
disorder, coupled with interpersonal conflicts, is a source
of stress at work. The issues are likely to have a significant
impact on the course of care and should be addressed
using psychotherapy if possible.
In the case of patient C, the data do not indicate any
comorbidities or problem situations. Her disability is easily
manageable.
In the final case, there is a potential challenge in terms
of management. The patient does not have any medical
comorbidity, but her psychiatric comorbidities as well as
the presence of psycho-environmental stressors are
significant for her evaluation. Her disability is severe and
of mixed origin as it is due both to her headaches and to
her psychiatric problems. These must be addressed first.
Limits and expectations must be clearly defined as goals
of treatment.
DISCUSSION
The headache classification published in 1988 by
the International Headache Society was motivated by the
unreliability inherent in earlier classifications. The notion
of disability and tools designed to assess it such as the
MIDAS questionnaire were developed to obtain more
information about the patient but could still not present
an adequate global clinical picture; consequently,
treatment was rarely optimal.
To address these problems, Saper and colleagues
(16)
identified key variables to consider in order to fully
comprehend the complexity of each case and integrated
them into an original staging system. Their proposed
system is primarily addressed to headache specialists to
help them triage patients according to the case's complexity
and to help establish the corresponding intensity of
treatment.
Cady et al.,
(15)
drawing from Blau's phase model and
their convergence model, proposed another classification
of patients which proved to be clinically insightful, but was
difficult to use as its complexity limited its usage to highly
specialized headache experts.
Seshia et al.
(17)
suggested an original mutiaxial
classification for chronic headache which they believed could
be used for any other type of headache as well. They
defined six axes inspired from the axes styled in the DSM-
IV. However, as with many of the previous propositions,
Seshia et al.'s classification required in-depth knowledge
of headaches, again making its usage limited to specialists.
Furthermore, because they used six axes rather than five,
the structure of their evaluation diverges from that of the
DSM and makes it unfamiliar, thus harder to teach.
We believe that the lack of a standardized method
to guide headache patient evaluation is problematic as it
risks lessening the effectiveness of subsequent treatment
and impedes discussion among experts. Therefore, in
contrast to the preceding proposals, we do not suggest a
staging or a classification system, but a global evaluation
model for headache patients, structured in the form of a
multiaxial system similar to the DSM-IV. Our evaluation
system integrates the ICHD criteria to ensure diagnostic
reliability, but its real strength lies in its similarity to the
DSM-IV. We consider our proposed system to be much
more accessible to clinicians than the previously proposed
models because the multiaxial evaluation structure found
in the DSM-IV is taught during the formative years of
medical students and it is widely integrated within the
primary care sector.
A MULTIAXIAL EVALUATION OF THE HEADACHE PATIENT
44 Headache Medicine, v.5, n.2, p.39-45, Apr./May/Jun. 2014
It should be noted that Axis II of our proposed model
differs from that of the DSM-IV. We determined that this
axis should emphasize two clinically problematic, yet too
often omitted situations: medication-overuse headache
and chronic migraine. Axes III, IV and V include elements
which incorporate what the authors mentioned above
have identified, such as comorbidities, environmental
stressors and headache-related disability not
spontaneously reported by patients. We did not include
headache frequency because the widespread use of
calendars or headache agendas is enough to assess
this variable.
The ultimate objective of classification schemes such
as those presented by Saper et al.,
(16)
Cady et al,
(15)
or
Seshia et al.
(17)
is to improve patient care. However, as
most headache patients are firstly assessed by primary
care physicians, these classification schemes are unlikely
to be used because their structure and content targets
specialists in headache medicine. Our model can aid any
practitioner to evaluate a patient and offer a global picture
which can not only aid diagnosis but can also aid in
structuring an adapted treatment and follow-up plan.
CONCLUSION
Headache diagnosis has been facilitated since the
introduction of the International headache classification.
However, the evaluation of patients with headaches is a
complicated task and presents many of the same
dimensions encountered in psychiatric disorders. It
requires a clinician to consider confounding variables
that could be systematized. In order to devise an optimal
treatment, one must follow a thorough evaluation
structured so that all dimensions relevant to headache
treatment can be accounted for and key factors
contributing to the patient's unique situation identified.
However, as the goal of the present proposal is to create
both a reliable and user-friendly tool, we realize that this
evaluation tool needs to be simple and easily accessible
to all levels of physicians, from experienced clinician to
medical student. Therefore, this headache multiaxial
evaluation structure is an attempt to integrate established
diagnostic tools (the DSM and the IHCD) with some
aspects of classification schemes proposed by others in
order to achieve such an objective. We suggest that
combining the diagnosis criteria provided by the IHCD
with the in-depth, multilaxial DSM-style evaluation will
provide a tool to establish a reliable evaluation. By
including the most important dimensions relevant to
headache medicine into a medical evaluation, the
clinician can provide a treatment plan that is more likely
to be effective. Because our multiaxial evaluation system
proposal draws from reliable models, we believe it will
easily be accepted and integrated within clinical practice.
We hope that further contributions are made to this
model, for instance, to move towards integrating a proper
staging system that would guide treatment options more
effectively. If such a multiaxial evaluation could become
standardized within headache medicine, not only is
communication facilitated, but much-needed research
focused on patient care is encouraged.
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A MULTIAXIAL EVALUATION OF THE HEADACHE PATIENT
Corresponding author
Eric Magnoux MDEric Magnoux MD
Eric Magnoux MDEric Magnoux MD
Eric Magnoux MD
1600 Henri-Bourassa west # 420
Montreal, Québec, Canada, H3M 3E2
Email: cephalee@videotron.ca
Recieved: June 20, 2014
Accepted: June 27, 2014
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