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Spine Surgery and Related Research logoLink to Spine Surgery and Related Research
. 2022 Feb 10;6(3):197–223. doi: 10.22603/ssrr.2021-0237

Disease-Specific Outcome Measures Evaluating the Health-Related Quality of Life of Children and Adolescents with Idiopathic Scoliosis and Scheuermann's Kyphosis: A Literature Review

Taher Babaee 1, Vahideh Moradi 2, Ardalan Shariat 3, Albert T Anastasio 4, Alireza Khani 5, Mahtab Bagheri 1, Naeimeh Rouhani 1
PMCID: PMC9200414  PMID: 35800626

Abstract

Adolescent idiopathic scoliosis (AIS) and Scheuermann's kyphosis (SK) are the most common types of spinal deformities in adolescents, and both have substantial ramifications on health-related quality of life (HRQoL) parameters. Various questionnaires have been developed to assess HRQoL in age-group populations with spinal deformity. Nevertheless, there remains a lack of consensus across the literature as to which instrument is the most suitable for evaluating the HRQoL of this cohort. Thus, this literature review was conducted to present disease-specific questionnaires for children and adolescents with AIS and SK to provide their psychometric characteristics (validity, reliability, and responsiveness) across different languages. A literature search was performed in the Medline (PubMed), Scopus, EMBASE, and Google Scholar databases. Studies that outlined the development and application of questionnaires evaluating HRQoL of children and adolescents with spinal deformity were included, and data on their validity and reliability in different translated languages were collected. A total of 10 disease-specific questionnaires were identified. Except for one questionnaire that was a proxy-reported measure, the other questionnaires were self-reported. We determined that selecting the proper questionnaire for clinical and research purposes requires careful consideration of various factors including the type of treatment intervention planned as well as various patient demographic factors. For children with early-onset scoliosis, the ideal questionnaire to evaluate their HRQoL is the Early-Onset Scoliosis Questionnaire-24. For adolescents with AIS and SK who are potential candidates for surgical intervention, the use of Scoliosis Research Society-22, Scoliosis Japanese-27, and Quality of Life Profile Spinal Deformity questionnaires is appropriate. For patients who are under nonsurgical treatment, the Brace Questionnaire and Italian Spine Youth Quality of Life questionnaires can be utilized. Nonetheless, when the specific intent of a study is to evaluate the self-image perception of patients, the use of drawing-based questionnaires may be the optimal choice.

Keywords: Adolescent idiopathic scoliosis, Scheuermann Disease, Questionnaire, Quality of life

Introduction

Adolescent idiopathic scoliosis (AIS) and Scheuermann's kyphosis (SK) are the most common types of spinal deformities in adolescents1). Treatment options for individuals with AIS and SK include medical observation, bracing, and surgical intervention2). Extensive research has shown that bracing is the most effective nonsurgical intervention for controlling the progressive AIS and SK curves in immature patients3,4). If left untreated with a suitable brace, the progressive curves can easily worsen during the patient's period of rapid adolescent growth3). Furthermore, the main benefit of surgical intervention for AIS and SK is to reduce rib prominence and diminish spinal deformity4,5). Nevertheless, AIS and SK as well as the myriad therapeutic modalities utilized in spinal deformity treatment may have serious effects on a patient's health-related quality of life (HRQoL) parameters6,7). Previous work has revealed that wearing a spinal corrective brace in the adolescent cohort may lead to various maladaptive psychosocial reactions such as negative thoughts, increased stress, and disturbance of self-image and self-esteem6,8,9). Thus, increased attention has been placed on HRQoL as an important therapeutic outcome in these groups10).

Given heightened awareness regarding the evaluation of HRQoL in children and adolescents with spinal deformities in the clinical setting as well as in the context of research, various specific questionnaires have been designed to assess HRQoL in children and adolescents with spinal deformities11-19). Nevertheless, there remains a lack of consensus across the literature as to which instrument is most suitable for evaluating the HRQoL in these cohorts. Among the available questionnaires, the 22-item Scoliosis Research Society Questionnaire (SRS-22)11) is the most widely used and is considered to be the gold standard in measuring the HRQoL in patients with spinal deformities. In recent years, however, it is demonstrated using the Rasch analysis of the SRS-22 that this questionnaire lacks robust metric properties to measure HRQoL in AIS14). The Rasch analysis is a statistical method used to assess and design questionnaires. According to this method, the ordinal scores can be converted into interval measures. It has been demonstrated using the Rasch analysis that the SRS-22 lacks the rich metric properties required to appropriately measure HRQoL in AIS. In fact, the suitability of the SRS-22 for this application has become a debated topic, considering its multidimensionality, nonlinearity, and inclusion of multiple questions, which have been regarded unnecessary20). To address this issue, the Scoliosis Research Society-7 (SRS-7) questionnaire was designed from the original SRS-22 and was based on the principles of Rasch analysis. However, although the SRS-7 performed better, its metric properties were still not satisfactory for large-scale investigations. Thus, Caronni et al.14) designed the Italian Spine Youth Quality of Life (ISYQOL) questionnaire using the Rasch analysis. The ISYQOL is a self-reported measure for adolescents with AIS and SK that has been shown to better delineate the quality of life (QoL) of adolescents with spinal deformities across a broader spectrum and to further discriminate patient characteristics in finer detail20).

Improvements in health care and health technology, as well as advances in the development of patient-reported outcome measures in children and adolescents with spinal deformities, indicate the necessity to review HRQoL measures and their psychometric properties to assist researchers and clinicians in selecting the optimal questionnaire for their needs. Thus, the objectives of this literature review are i) to present disease-specific questionnaires for children and adolescents with spinal deformities and ii) to provide their psychometric characteristics across different languages.

Materials and Methods

We utilized several literature review methodologies to identify studies on the development and application of instruments for children and adolescents with spinal deformities. We also sought to evaluate their validity and reliability in different languages. To carry this out, we first performed a computer-based literature search in the Medline (PubMed), Scopus, EMBASE, and Google Scholar databases using the following keywords: “scoliosis” [Title/Abstract] AND “Scheuermann's kyphosis” [Title/Abstract] OR “Scheuermann's disease” [Title/Abstract] AND “questionnaire” [Title/Abstract] OR “instrument” [Title/Abstract] OR “tool” [Title/Abstract] OR “scale” [Title/Abstract] OR “Outcome measure” [Title/Abstract] AND “validity” [Title/Abstract] AND “reliability” [Title/Abstract] AND (Responsive*[Title/Abstract]). We also searched the reference lists of the eligible articles. Additionally, we checked the key journals related to the topic. We only included articles written in English. This search was performed up to July 2021.

Two reviewers (VM and TB) independently checked the eligibility of the articles on the basis of the title and abstract. Review articles and congress abstracts were excluded. Furthermore, studies that examined the effect of a particular treatment for SK or AIS on HRQoL of children or adolescents with spinal deformities were excluded.

Results

A total of 10 disease-specific questionnaires were identified in our literature survey. Four of them were developed in the United states12,16,17,21), six in Europe13-15,18,19,22), and one in Asia23). The SRS-22 was the most widely culturally adapted questionnaire, having been translated and modified for use in 19 different languages. Except for the EOSQ-24, a proxy-reported measure16), the other questionnaires were self-reported. The number of domains of included questionnaires ranged from one13,22,24) to nine17), and the number of items ranged from three13) to 3418). One questionnaire had illustrated items13), one had both illustrated and textual items17), and the remaining questionnaires had textual items.

Instruments

The QoL profile for spine deformity (QLPSD)

General description

The QLPSD is the first specific questionnaire evaluated by Climent et al.15) that is used to assess the effects of bracing or surgery on the HRQoL of adolescents with scoliosis or hyperkyphosis aged 10-20 years. The QLPSD has 21 items, and its questions are distributed across five domains: psychosocial function (seven questions), sleep disturbance (four questions), back pain (three questions), body image (four questions), and back flexibility (three questions).

Calculation

The items of the QLPSD were rated on a five-point Likert scale, ranging from 1 to 5. Total scores, therefore, fall within a range of 21-105, with higher scores showing fewer QoL impairments, and lower scores indicating more QoL impairments.

Table 1 shows the results of validity and reliability of the original Spanish15), French25), Persian26), German27), and Greek6) versions of QLPSD.

Table 1.

Results of Validity and Reliability of the QLPSD in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Rezaei Motlagh et al. (Persian version) 105 10–19 Brace Psychosocial
Functioning: 0.75
Sleep disturbances: 0.76
Back pain: 0.72
Body image: 0.76
Back flexibility: 0.82
Psychosocial
Functioning: 0.81
Sleep disturbances: 0.84
Back pain: 0.89
Body image: 0.78
Back flexibility: 0.91
2 weeks Pearson r=0.30–0.62 with SRS-22 Able to discriminate between participants who differed regarding the type of deformity, gender, Cobb angle, and duration of bracing Not provided Not provided Not provided Not provided
Climent et al. (Original Spanish version) 174 15 Not provided Psychosocial
Functioning: 0.81
Sleep disturbances: 0.84
Back pain: 0.75
Body image: 0.70
Back flexibility: 0.70
Psychosocial
Functioning: 0.89
Sleep disturbances: 0.78
Back pain: 0.91
Body image: 0.66
Back flexibility: 0.67
10 days Pearson r=0.22–0.38 with SRS-22 Able to discriminate between participants regarding the type of curve, back pain, and type of treatment. Not provided Not provided Not provided Not provided
Korovessis et al. (Greece version) 79 12.7 Brace Not provided Psychosocial
Functioning: 0.13–0.52
Sleep disturbances: 0.26–0.70
Back pain: 0.40–0.70
Body image: 0.02–0.63
Back flexibility: 0.07–0.79
4 weeks Not provided Able to discriminate between participants regarding the type of deformity. Not provided Not provided Not provided Not provided
Schulte et al. (German version) 255 16 Brace surgery Psychosocial
Functioning: 0.86
Sleep disturbances: 0.85
Back pain: 0.87
Body image: 0.88
Back flexibility: 0.89
Psychosocial
Functioning: 0.63
Sleep disturbances: 0.84
Back pain: 0.83
Body image: 0.73
Back flexibility: 0.81
8 weeks Pearson r=0.32–0.59 with SRS-22 Able to distinguish between patients with scoliosis and individuals in a healthy control group and patients with different curve magnitude. Not provided Not provided Not provided Not provided

The SRS-22

General description

This is a disease-specific tool developed to evaluate the HRQoL of surgery patients in AIS28). The questionnaire in its original form contained 24 questions. Following some changes and refinement by Asher et al.11,29,30), the SRS-22 was developed and found to have better psychometric properties than the original 24-item SRS. It comprises 22 items, each of which is in a five-point Likert scale format. The questions are distributed across five domains, namely, Function/activity (questions 5, 9, 12, 15, and 18), Pain (questions 1, 2, 8, 11, and 17), Self-image/appearance (questions 4, 6, 10, 14, and 19), Mental health (questions 3, 7, 13, 16, and 20), and Satisfaction with management (questions 21 and 22).

Calculation

Scores for each question range from 1 (worst condition) to 5 (best condition) and in each domain from 5 to 25 (except for satisfaction with management domain, where the score varies from 2 to 10). Therefore, the total score of this questionnaire varies from 22 to 110.

The Spanish31), Dutch32), Japenese33), Chinese34,35), simplified Chinese (mainland)36), German37), Polish38), Turkish39), French Canadian40,41), Danish42), Greek43), Hebrew44), Italian45), Swedish46), Korean47), Arabic48), French49), Thai50), and Persian51) versions of this questionnaire have been validated with very consistent results outlined in Table 2.

Table 2.

Results of Validity and Reliability of the SRS-22 in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Asher et al. (Original English version) 58 14.6 Surgery Function: 0.86
Pain: 0.92
Self-image: 0.75
Mental health: 0.90
Satisfaction: 0.88
Function: 0.90
Pain: 0.96
Self-image: 0.90
Mental health: 0.87
Satisfaction: 0.85
28 Pearson r=0.68–0.90 with SF-36 Not provided Not provided <2% 15.5% for mental health, 20.7% for pain, and 56.9% for satisfaction domains Not provided
Asher et al. (Original English version) 100 13–14 Untreated (n=54)
Braced (n=14)
Pre-surgical (n=32)
Not provided Not provided Not provided Not provided Able to discriminate between individuals with no scoliosis or moderate curves and large curves. It cannot discriminate patients regarding curve type. Severity of trunk asymmetry was significantly correlated with self-image, function, and pain scores. Not provided Not provided Not provided Not provided
Asher et al. (Original English version) 58 16 Surgery Not provided Not provided Preoperatively, at 3, 6, 12, and 24 month intervals postoperatively Not provided Not provided Self-image was made better after 3 months (P<0.0001) and continued to be better until final follow-up. Function was decreased at 3 months (P<0.0001) and returned to pre-surgery condition by 6 months. Pain severity was increased at 3 months (P=0.0099) and decreased at 6 (P=0.0011), 12 (P<0.0001), and 24 (P=0.0037) months. Not provided Not provided Not provided
Alanay et al. (Turkish version) 54 19.8 Surgery Function: 0.81
Pain: 0.84
Self-image: 0.78
Mental health: 0.90
Satisfaction: 0.82
Function: 0.76
Pain: 0.63
Self-image: 0.82
Mental health: 0.78
Satisfaction: 0.81
35 days Pearson r=0.27–0.81 with SF-36 Not provided Not provided <7% 17% for pain and 55.3% for satisfaction domains Not provided
Lonjon et al. (French–Canadian version in France) 145 14.2 Surgery
Brace
Function: 0.68
Pain: 0.79
Self-image: 0.67
Mental health: 0.79
Satisfaction: 0.69
Not provided Not provided Pearson r=0.54–0.79 with SF-12 Able to discriminate AIS cases regarding sex, age, BMI, curve magnitude, and treatment types. Not provided <1% 22.1% for pain and satisfaction domains Not provided
Sathira-Angkura et al. (Thai version) 58 18.7 Surgery Function: 0.70
Pain: 0.76
Self-image: 0.80
Mental health: 0.81
Satisfaction: 0.73
Function: 0.79
Pain: 0.84
Self-image: 0.90
Mental health: 0.89
Satisfaction: 0.84
14 days Pearson r=0.73 with SF-36 Not provided Not provided <2% 6.9% for mental health, 13.8% for pain, and 43.1 for satisfaction domains Not provided
Lee et al. (Korean version) 64 18.3 Surgery Function: 0.85
Pain: 0.83
Self-image: 0.75
Mental health: 0.81
Satisfaction: 0.61
Function: 0.83
Pain: 0.81
Self-image: 0.84
Mental health: 0.88
Satisfaction: 0.87
Not provided Pearson r=0.19–0.81 with SF-36 Not provided Not provided Function: 1.2
Pain: 1.2
Self-image: 2.4
Mental health: 1.2
Satisfaction: 2.4
Function: 31.3
Pain: 24.1
Self-image: 4.8
Mental health: 12.0
Satisfaction: 8.4
Not provided
Théroux et al. (French version) 352 13.5 Brace Pain: 0.79
Self-image: 0.67
Mental health: 0.79 function: 0.68
Satisfaction: 0.69
Not provided Not provided Pearson r=0.36–1.00 with SF-12 Not provided Not provided <2% 11.1% for mental health, 22.8% for pain, and 17.1 for satisfaction domains Not provided
Cheung et al. (Chinese version) 48 16.5 Not provided Function: 0.86
Pain: 0.87
Self-image: 0.78
Mental health: 0.87
Satisfaction: 0.53
Function: 0.83
Pain: 0.76
Self-image: 0.79
Mental health: 0.84
Satisfaction: 0.82
7 days Pearson r=0.18–0.77 with SF-36 Not provided Not provided <7% 18% for mental health, 30% for pain, and 44% for function Not provided
Climent et al. (Spanish version) 175 19 Brace
Surgery
Not provided Not provided Not provided Pearson r=0.84 with QLPSD Able to discriminate AIS cases regarding age, curve magnitude, and treatment types. Not provided Not provided Not provided Not provided
Simony et al. (Danish version) 169 Not provided Brace
Surgery
Function: 0.89
Pain: 0.88
Self-image: 0.87
Mental health: 0.90
Satisfaction: 0.93
Not provided Not provided Pearson r=0.62 with SF-36 Not provided Not provided <2% 25.45% for function 9.09% for pain, and 26.42 for satisfaction domains Not provided
Danielsson et al. (Swedish version) 141 23.3 Brace
Surgery
Function: 0.72
Pain: 0.78
Self-image: 0.84
Mental health: 0.87
Satisfaction: 0.81
Function: 0.87
Pain: 0.93
Self-image: 0.78
Mental health: 0.80
Satisfaction: 0.84
2 weeks Pearson r=0.08–0.88 with SF-36 Able to discriminate AIS cases regarding age, curve magnitude, and treatment types. Not provided <3% 22.8% for function 28.3% for pain, and 17.7% for satisfaction domains Not provided
Mousavi et al. (Persian version) 84 12–18 Brace
Surgery
Function: 0.70
Pain: 0.73
Self-image: 0.68
Mental health: 0.78
Satisfaction: 0.76
Function: 0.87
Pain: 0.82
Self-image: 0.85
Mental health: 0.79
Satisfaction: 0.79
1–2 weeks Pearson r=0.35–0.85 with SF-36 Able to discriminate cases regarding curve magnitude, and function. Not provided <3% 16.1% for pain and 19.4% for satisfaction domains Not provided
Schlösser et al. (Dutch version) 135 15.1 Brace
Surgery
Under Observation
Function: 0.74
Pain: 0.85
Self-image: 0.71
Mental health: 0.77
Satisfaction: 0.71
Function: 0.86
Pain: 0.92
Self-image: 0.87
Mental health: 0.85
Satisfaction: 0.79
2 weeks Pearson r=0.38–0.88 with SF-36 Able to discriminate between scoliosis patients with different levels of disease-specific quality of life Not provided <2% 33% for function 20% for pain and 22% for satisfaction domains Not provided
Haidar et al. (Arabic version) 81 10–18 Brace
Surgery
Function: 0.58
Pain: 0.82
Self-image: 0.85
Mental health: 0.77
Satisfaction: 0.44
Function: 0.87
Pain: 0.90
Self-image: 0.84
Mental health: 0.88
Satisfaction: 0.82
1 week Not provided Not provided Not provided <5% 14.6% for pain and 26.8% for satisfaction domains Not provided
Glowacki et al. (Polish version) 60 16.6 Surgery Function: 081
Pain: 0.81
Self-image: 0.77
Mental health: 0.80
Satisfaction: 0.69
Function: 0.58
Pain: 0.82
Self-image: 0.85
Mental health: 0.77
Satisfaction: 0.44
1 day Not provided Not provided Not provided <2% 36% for pain and 15% for mental health and 38% for function domains Not provided
Hashimoto et al. (Japanese version) 114 10–18 Not provided Function: 0.75
Pain: 0.88
Self-image: 0.85
Mental health: 0.79
Not provided Not provided Pearson r=0.18–0.80 with SF-36 Able to discriminate cases regarding curve magnitude, and pattern plus treatment. Not provided Not provided 38% for function, 36% for pain and 15% for mental health domains Not provided
Monticone et al. (Italian version) 35 8.5–19 Brace
Exercise
Not provided Not provided for each domain 1 week Not provided Not provided Not provided <2% 15.5% for mental health 20.7% for pain and 56.9% for satisfaction domains Not provided
Niemeyer et al. (German version) 222 19 Brace
Exercise
Function: 0.67
Pain: 0.75
Self-image: 0.84
Mental health: 0.88
Satisfaction: 0.61
Function: 0.80
Pain: 0.76
Self-image: 0.87
Mental health: 0.85
Satisfaction: 0.75
30 days Spearman rho
0.14–0.60
Not provided Not provided 0.0% 11.5% for mental health 17.9% for pain, and 26.9% for satisfaction domains Not provided
Zhao et al. (Chinese version) 86 13.9 Brace Function: 0.70
Pain: 0.80
Self-image: 0.80
Mental health: 0.88
Satisfaction: 0.81
Function: 0.85
Pain: 0.96
Self-image: 0.96
Mental health: 0.95
Satisfaction: 0.91
3-4 days Function: 0.66–0.74
Pain: 0.72–0.81
Self-image: 0.62–0.82
Mental health: 0.75–0.88
Satisfaction: 0.90–0.92
Not provided Not provided Pain: 7.0
Mental health: 4.7
Pain 15.7 Not provided
Li et al. (simplified Chinese (mainland) version) 87 15.6 Surgery Function: 0.81
Pain: 0.88
Self-image: 0.76
Mental health: 0.79
Satisfaction: 0.65
Function: 0.74
Pain: 0.78
Self-image: 0.86
Mental health: 0.81
Satisfaction: 0.84
21 day Pearson r=−0.25–1.0 with SF-36 Not provided Not provided 1.6%–3.2% 1.6% for self-image to 22.2% for pain. Not provided
Bezale et al. (Hebrew version) 45 17.3 Brace
Surgery
Function: 0.63
Pain: 0.80
Self-image: 0.72
Mental health: 0.92
Satisfaction: 0.66
Function: 0.88
Pain: 0.91
Self-image: 0.91
Mental health: 0.90
Satisfaction: 0.71
Not provided Pearson r=0.22–0.54 with SF-36 Not provided Not provided 15.0% for function. 18.3% for pain and 26.7% for satisfaction domains <4% Not provided
Beause´jour et al. (French– Canadian versions) 145 9.8–21.2 Brace
Surgery
Observation
Function: 0.67
Pain: 0.73
Self-image: 0.44
Mental health: 0.62
Satisfaction: 0.29
Not provided Not provided Pearson r=0.54–0.79 with SF-12 Able to discriminate AIS cases according to gender, age, BMI, main curve type, and curve size. Not provided 0.0%–0.7% Pain: 22.1%
Mental health: 51.6%
Satisfaction: 22.1%.
Not provided
Antonarakos et al. (Greek version) 51 21.2 Surgery Function: 0.67
Pain: 0.73
Self-image: 0.44
Mental health: 0.62
Satisfaction: 0.29
>0.70 for all domains Not provided Pearson r=0.38–0.89 with SF-36 Not provided Not provided 2.00% Satisfaction: 37.3% Not provided

The brace questionnaire (BrQ)

General description

The BrQ is a self-reported tool aimed at assessment of the QoL of adolescents with AIS treated with a brace. The original version of this questionnaire was designed and validated in Greece by Vasiliadis et al.18) The BrQ comprises 34 items and eight domains that assess the HRQoL adolescents aged between 9 and 18 years who have AIS. The domains of this questionnaire include the following: General health perception (items 1 and 2), Physical functioning (items 3-9), Emotional functioning (items 10-14), Self-esteem and esthetics (items 15 and 16), Vitality (items 17 and 18), School activity (items 19-21), Bodily pain (items 22-27), and Social functioning (items 28-34).

Calculation

The scoring system of BrQ is as follows: for items 4, 5, 6, 12, 14, 15, 16, and 17, “always” receives a score of 5, “most of the time” receives a score of 4, “sometimes” receives a score of 3, “almost never” receives a score of 2, and “never” receives a score of 1. For other items, “always” is rated 1, “most of the time” is rated 2, “sometimes” is rated 3, “almost never” is rated 4, and “never” is rated 5. To calculate the overall QoL score, the score for each item is multiplied by 20, and finally, the total score is divided by 34. Thus, after final tabulation, the lowest possible QoL score is 20, and the highest possible is 10018).

The BrQ has been validated in Persian52), Italian53), Chinese54), Korean55), Turkish56), Polish57), and French58) (Table 3).

Table 3.

Results of Validity and Reliability of the BrQ in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Rezaee et al. (Persian version) 51 13.88±2.14 Brace General health perception: 0.72
Physical functioning: 78
Emotional functioning: 0.78
Self-esteem and esthetics: 0.76
Vitality: 0.80
School activity: 0.81
Bodily pain: 0.84
Social functioning: 0.86
General health perception: 0.96
Physical functioning: 96
Emotional functioning: 0.98
Self-esteem and esthetics: 0.80
Vitality: 0.97
School activity: 0.98
Bodily pain: 0.97
Social functioning: 0.98
7 days Pearson r=0.17–0.71 with SRS-22 Not provided Not provided 0% 0% Not provided
Vasiliadis et al. (Greek version) 28 13.5 Brace General health perception: 0.72
Physical functioning: 80
Emotional functioning: 0.77
Self-esteem and esthetics: 0.88
Vitality: 0.84
School activity: 0.82
Bodily pain: 0.85
Social functioning: 0.88
Not provided Not provided Not provided The correlation between BrQ overall scores for mild (18°–29°) and moderate (30°–38°) scoliosis was statistically significant The BrQ is responsive to clinician-rated changes in health status. 0% 0.0%–10.7% 0.0%–3.57%
Chan et al. (Chinese version) 120 9–18 Brace General health perception: 0.70
Physical functioning: 52
Emotional functioning: 0.66
Self-esteem and esthetics: 0.87
Vitality: 0.42
School activity: 0.56
Bodily pain: 0.83
Social functioning: 0.79
0.83 1–2 weeks Pearson r=0.07–0.18 with SRS-22 Able to discriminate cases regarding the time of wearing and age Not provided 0.0%–12.1% 17.2% for school activity
41.4% for bodily pain
0%
Deceuninck et al. (French version) 40 9–17 Brace 0.85 0.79 7 days Not provided Not provided Not provided 0.0%–2.5% 0.0%–15% Not provided
Kinel et al. (Polish version) 35 10–16 Brace General health perception: 0.51
Physical functioning: 74
Emotional functioning: 0.82
Self-esteem and esthetics: 0.91
Vitality: 0.52
School activity: 0.71
Bodily pain: 0.82
Social functioning: 0.77
0.82 7 days Not provided Not provided Not provided 0% 17% for item 21 to 33% for item 6. Not provided
Aulisa et al. (Italian version) 34 14 Brace Not provided 0.94 3–7 days Pearson r=0.38–0.82 with SRS-22 Able to discriminate cases regarding Cobb angle age Not provided Not provided Not provided Not provided
Gür et al. (Turkish version) 28 14.6 Brace 0.94 General health: 0.72
Physical functioning: 0.93
Emotional functioning: 0.83
Self-esteem esthetics: 0.79
Vitality: 0.82
School activity: 0.73
Bodily pain: 0.91
Social functioning: 0.95
Total: 0.95
5 days Pearson r=0.67 and 0.64 with BSSQ-Brace and SRS-22, respectively. Not provided Not provided Not provided Not provided Not provided
Lim et al. (Korean version) 120 12.1 Brace General health: 0.88
Physical functioning: 0.86
Emotional functioning: 0.87
Self-esteem esthetics: 0.90
Vitality: 0.86
School activity: 0.89
Bodily pain: 0.87
Social functioning: 0.90
Total: 0.87
General health: 0.90
Physical functioning: 0.87
Emotional functioning: 0.88
Self-esteem esthetics: 0.92
Vitality: 0.85
School activity: 0.93
Bodily pain: 0.88
Social functioning: 0.90
Total: 0.91
1 or 2 weeks Pearson r=0.71 with SRS-22 Able to discriminate patients according to curve magnitude Not provided No floor effects No ceiling effects Not provided

The spinal appearance questionnaire (SAQ)

General description

The SAQ is one of the specific tools designed to assess the self-image of patients with scoliosis. This questionnaire was designed by Sanders et al.17) in the English language. It has two versions including a version aimed at the patient and an additional form that is filled out by the parent or guardian of the patient. Both of the SAQ questionnaires have two sections and nine subsections. The first section consists of drawing-based items that assess the perception of the severity of trunk deformity. The individual's expectations regarding the symmetry of the shoulders, chest, and pelvis are assessed in the second section through textual-based questions. The answers to these questions are tabulated across the five-point Likert scale format. Subsections of this questionnaire include the following: General (items 9, 10, and 19), Curve (item 1), Prominence (items 2 and 3), Trunk shift (items 4 and 5), Waist (items 11, 12, and 13), Shoulders (items 6 and 16), Kyphosis (item 7), Chest (items 14 and 15), and Surgical scar (item 17). Lastly, there are three open-ended questions (items 8, 18, and 20) included in the questionnaire.

Calculation

The score range of each question of the SAQ form is from 1 to 5, with a score of 1 indicating the optimal situation and a score of 5 indicating the worst situation17). In computing the total score, the three open-ended items are omitted and do not factor in to the final tabulation. The lowest total score for the SAQ is 17, and the highest is 85.

Table 4 shows the results of validity and reliability of the original English59), Polish60), French-Canadian61), simplified Chinese62), traditional Chinese63), Korean64), Danish65), and Turkish66) versions of the SAQ.

Table 4.

Results of Validity and Reliability of the SAQ in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Roy–Beaudry et al. (French–Canadian Version) 182 Not provided Brace surgery General: 0.33–0.660
Prominence: 0.57
Trunk shift: 0.598
Waist: 0.70–0.80
Shoulders: 0.57
Chest: 0.75
Not provided Not provided Pearson r=0.35–0.53 with SRS-22 The SAQ can discriminate between relevant clinical values of scoliosis severity Not provided 15.4% for chest domain 34.6% for mental health
24.2% for pain
Not provided
Guo et al. (traditional Chinese version) 112 13 Brace
Surgery
General: 0.66
Curve
Prominence: 0.78
Trunk shift: 0.81
Waist: 0.89
Shoulders: 0.42
Kyphosis–Chest: 0.940
General: 0.86
Curve: 0.80
Prominence: 0.82
Trunk shift: 0.85
Waist: 0.83
Shoulders: 0.79
Kyphosis: 0.84
Chest: 0.79
2 weeks Pearson r=0.15–0.44 with SRS-22 TC-SAQ total score was significantly positively correlated to major curve magnitude. Not provided for the prominence (15.2%) and kyphosis (22.3%) For waist (26.8%) and chest (33.0%) Not provided
Carreon et al. (Original English version) 1802 14.8 Brace
Surgery
Appearance: 0.89
Expectations domain: 0.88
Appearance: 0.81
Expectations domain: 0.91
2 weeks 0.16–0.50 It discriminates between patients who require surgery from those who do not. Not provided 0.0% 0.0% Not provided
Lee et al. (Korean version) 160 12.3 Brace
Surgery
General: 0.892
Prominence: 0.878
Trunk shift: 0.914
Waist: 0.877
Shoulders: 0.911
Chest: 0.900
General: 0.922
Prominence: 0.897
Trunk shift: 0.943
Waist: 0.863
Shoulders: 0.951
Chest: 0.901
2 weeks Pearson r=0.35–0.53 with SRS-22 It discriminates among patients requiring observation, bracing, or surgery. Not provided 14.2 for curve and 15.2 for kyphosis 10.7 for curve and 17.9 for waist and 18.8 for chest Not provided
Sanders et al. (Original English version) 127 Not provided Brace
Surgery
>0.7 0.57–0.99 1–47 days Not provided Not provided The SAQ demonstrates excellent responsiveness to surgical curve correction and excellent responsiveness to surgical correction. Not provided Not provided Not provided
Simony et al. (Danish version) 51 16 Brace
Surgery
Appearance: 0.93
Expectations domain: 0.88
Appearance: 086
Expectations domain: 0.81
2 weeks Pearson r=−0.24 to −0.60 with SRS-22 It can discriminate between the patients who require surgery from those who do not have surgery and significantly correlated with curve magnitude. Not provided 7.84% for Expectations 17.65% for Expectations Not provided
Yapar et al. (Turkish version) 75 15.5 Brace
Surgery
Appearance: 0.94
Expectations domain: 0.86
Appearance: 0.97
Expectations domain: 0.98
14–28 days Spearman rho
0.92–0.94 with SRS-22
There were strong positive correlations between the patient’s major curve magnitude and appearance score and total score in Tr-SAQ. Not provided 0.0% 37.3% for Expectations Not provided
de Albuquerque Rosendo et al. (Brazilian Portuguese) 20 14.8 Surgery 0.79 for patients and 0.75 for their relatives Not provided Not provided Not provided Not provided Not provided Not provided Not provided Not provided
Wei et al. (Simplified Chinese) 223 14.58 Brace
Surgery
Exercise
General: 0.55–0.75
Prominence: 0.70
Trunk shift: 0.64
Waist: 0.72–0.80
Shoulders: 0.52
Chest: 0.64
0.90–0.95 4–7 days Pearson r=−0.35 to −0.53 with SRS-22 Able to discriminate cases regarding curve magnitude and pattern plus treatment. Not provided 15.3% for curve and 16.7% for kyphosis 19.5% for waist and 20.5% for chest Not provided

The early onset scoliosis questionnaire-24 (EOSQ-24)

General description

This questionnaire is a parent-reported tool designed by Matsumoto et al.16) to assess HRQoL of patients aged 0-18 years with EOS. The EOSQ-24 comprises 24 items distributed across four domains and 11 subdomains. The HRQoL domain collects data regarding general health (two items), pain/discomfort (two items), pulmonary function (two items), ease of transfer (one item), physical function (three items), daily living (two items), fatigue/energy level (two items), and emotion (two items) of patients with EOS. Parental burden (five items) and financial burden (one item) are additional domains that evaluate the strain placed on parents of their child's condition, and the satisfaction (two items) domain evaluates the satisfaction level of the EOS patient and their parents.

Calculation

The scores given to each of the items vary from 1 to 5, with a score of 1 indicating the worst situation possible and a score of 5 indicating the best. To obtain an average score in each domain, the score of each question is summed, and after subtracting one from the tabulated number, the result is then divided by 4. Finally, the number is multiplied by 100. Hence, the score range of general health, pain, pulmonary function, daily living, fatigue, and emotion domains varies from 2 to 10. The score range for the domains of mobility, physical performance, parental burden, and financial burden varies from 1 to 5, 3 to 15, 5 to 25, and 1 to 5, respectively. The total score of the EOSQ-24 varies from 24 to 12016).

Psychometric characteristics of this questionnaire have been evaluated in Spanish67), Turkish68), traditional Chinese69), Norwegian70), German71), Arabic72), Dutch73), Brazilian Portuguese74), and Persian75) (Table 5).

Table 5.

Results of Validity and Reliability of the EOSQ-24 in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Matsumoto et al. (Original English version) 90 6.4 Surgery General Health, Pain/Discomfort, Pulmonary Function, Transfer, Physical Function, Daily Living Fatigue/Energy Level, and Emotion=0.92;
Satisfaction=0.87;
Family Burden=0.64
General Health (0.84), Pain/Discomfort (0.85), Pulmonary Function (0.90), Transfer (0.84), Physical Function (0.97), Daily Living (0.98), Fatigue/Energy Level (0.92), Financial Burden (0.94), Child Satisfaction (0.93), and Parent Satisfaction (0.89). Emotion (0.68) and Parental Burden (0.80) 7–29 days The EOSQ-24 domain scores of General Health, Pain/Discomfort, Pulmonary Function, Physical Function, Daily Living, Fatigue/Energy Level, and Emotion were positively correlated with % predicted values of forced expiratory volume in 1 second and forced vital capacity. The EOSQ-24 scores could discriminate patients with different etiology. There were significant differences between preoperative and postoperative scores of EOSQ-24. Not provided Not provided Not provided
del Mar Pozo-Balado et al. (Spanish version) 44 <10 Observation
Bracing
Casting
Surgery
General health: 0.82
Pain: 0.81
Pulmonary: 0.82
Function
Mobility: 0.82
Physical function: 0.80
Daily living: 0.81
Fatigue: 0.81
Emotion: 0.81
Parental burden: 0.80
Financial burden: 0.83
Satisfaction: 0.82
Not provided Not provided Not provided It can discriminate between
EOS patients regarding Cobb angle, diagnosis, and ambulatory status.
Not provided The floor effect ranged from 22.7% for item 11 to 29.5% for item 12. The ceiling effect ranged from 19.7% for item 21 to 74.4% for item 5. 0%–6.8%
Molland et al. (Norwegian version) 100 8.9 Surgery graduated
Bracing
Observation
Growing instrumentation
General health: 0.78
Pain: 0.88
Pulmonary: 0.65
Function
Physical function: 0.87
Daily living: 0.70
Fatigue: 0.79
Emotion: 0.79
Parental burden: 0.86
Satisfaction: 0.88
General health: 0.84
Pain: 0.88
Pulmonary: 0.86
Function
Mobility: 0.76
Physical function: 0.90
Daily living: 0.93
Fatigue: 0.82
Emotion: 0.84
Parental burden: 0.88
Financial burden: 0.82
Satisfaction: 0.86
2 weeks High correlations were found between the EOSQ-24 total score and NRS general health (r=0.66), NRS pain (r=0.63), and NRS physical function (r=0.78) (P<0.001). The subdomain scores of general health, pain, and physical function were strongly correlated with their corresponding NRS scores (r=0.78, r=0.78, r=−0.70; P<0.001). It has discriminate capabilities among patients with different etiology, treatment status, and severity of deformity Not provided The floor effect ranged from 17% for item 9 to 26% for item 12. The ceiling effect ranged from 19% for item 2 to 63% for item 5. 0%–3%.
Demirkiran et al. (Turkish version) 61 9.1 Surgery General Health: 0.42
Pain: 0.90
Pulmonary: 0.61
Function
Mobility: 0.90
Physical function: 0.81
Daily living: 0.68
Fatigue: 0.80
Emotion: 0.67
Parental burden: 0.77
Financial burden: 0.91
Satisfaction: 0.80
Not provided Not provided Pearson r=0.051–0.523 with Child Health Questionnaire–Parental Form-50 Not provided Not provided The floor effect ranged from 16.4% for items 19 and 22 to 21.7% for item 10. The ceiling effect ranged from 18.6% for item 2 to 68.3% for item 6. Pain: 3.3
Pulmonary function: 1.6
Parental burden: 1.6
Fatigue: 1.6
Daily living: 1.6
Wijdicks et al. (Dutch version) 103 9.1 Brace
Surgery
Mehta casting
Observation
General health: 0.59
Pain: 0.87
Pulmonary: 0.52
Function
Physical function: 0.86
Daily living: 0.71
Fatigue: 0.85
Emotion: 0.80
Parental burden: 0.89
Financial burden: 0.83
Satisfaction: 0.95
General health: 0.89
Pain: 0.89
Pulmonary: 0.83
Function
Mobility: 0.83
Physical function: 0.91
Daily living: 0.92
Fatigue: 0.89
Emotion: 0.85
Parental burden: 0.93
Financial burden: 0.87
Satisfaction: 0.91
4 months Pearson r=−0.35 to −0.76 with SRS-22 Able to discriminate between scoliosis type, curve severity, and ambulatory status Not provided The floor effect ranged from 17.5% for item 11 to 28.2% for item 12. The ceiling effect ranged from 16.5% for item 1 to 72.8% for item 5. 1%
Cheung et al. (Traditional Chinese) 100 12.1 Observation only
Under bracing
Completed bracing
Postoperative
Planned operation
Growing rod undergoing distractions
General health: 0.91
Pain: 0.89
Pulmonary: 0.58
Function
Physical function: 0.93
Fatigue: 0.80
Emotion: 0.87
Parental burden: 0.87
Satisfaction: 0.82
Not provided Not provided The total score of EOSQ-24 had significant correlations (P<0.001) with all domains of CHQ-PF50. The EOSQ-24 was able to detect statistical differences in its total score between patients who were ambulatory versus those who were nonambulatory, as well as between EOS patients of various etiologies. There were statistically significant differences in the domain Family Burden and subdomain Emotion and Financial Burden for patients undergoing bracing as compared with those who had surgery Not provided Item 8: 16%
Item 9: 18%
Item 10: 26%
Item 11: 21%
The ceiling effect ranged from 4% for item 1 to 71% for item 5. 0%
De Mendonc et al. (Brazilian Portuguese) 76 11.88 Not provided General health: 0.81
Pain: 0.86
Pulmonary: 0.47
Function
Physical function: 0.76
Daily living: 0.56
Fatigue: 0.68
Emotion: 0.69
Parental burden: 0.80
Satisfaction: 0.93
Not provided Not provided Not provided Items correlation presented good discriminatory validity for all domains. Not provided Item 9: 28.9%
Item 10: 43.4%
Item 11: 32.9%
Item 12: 26.3%
Item 15: 18.4%
Item 17: 28.9%
The ceiling effect ranged from 3.9% for item 2 and 42.1% for item 18. 0%
Hanbali et al. (Arabic version) 58 <10 Surgery General health: 91
Pain: 0.90
Pulmonary: 0.90
Function transfer: 0.91
Physical function: 0.90
Daily living: 0.91
Fatigue: 0.90
Emotion: 0.91
Parental impact: 0.91
Financial impact: 0.91
Satisfaction: 0.91
Not provided Not provided Not provided Able to discriminate patients according to severity of curves, complications after surgery, and ambulatory status. Not provided Item 17: 36.2%
Item 22: 20.7%
0.0% for item 21 and 46.6% for item 5. 1.7%
Esfandiari et al. (Persian version) 100 6.30 Brace
Surgery
General health: 0.69
Pain: 0.85
Pulmonary function: 0.63
Physical function: 0.85
Daily living: 0.49
Fatigue: 0.75
Emotion: 0.87
Parental impact: 0.84
Satisfaction: 0.67
Not provided Not provided Pearson r=0.44–0.67 with SRS-22 Able to discriminate cases regarding curve magnitude Not provided No significant floor effect was observed. The ceiling effect ranged from 8% for item 23 to 52% for item 2. <1%

EOSQ-24=Early-Onset Scoliosis 24-item Questionnaire, NRS=numeric rating scale

The bad sobernheim stress questionnaire (BSSQ)

General description

The BSSQ is a specific unidimensional questionnaire used to examine the stress levels of adolescents with idiopathic scoliosis. This tool is available in two versions: BSSQ-Brace (mit corset) and BSSQ-Deformity, designed by Weiss et al.19) in Germany. Each version of this questionnaire has eight items.

Calculation

The answer to each item in this questionnaire is gauged on a four-point Likert scale format. Each item comprises four options, including completely true (score 0), nearly true (score 1), hardly true (score 2), and not true at all (score 3). Based on the scores from this questionnaire, each patient is categorized into one of the following groups: high-stress level (with a score from 0 to 8), moderate stress level (from 9 to 16), and minimum stress level (from 17 to 24)76).

The validity and reliability of the Polish77), Italian78), Spanish79), Turkish80), Persian81), Japanese82), and Chinese83) versions of BSSQ have been examined (Table 6).

Table 6.

Results of Validity and Reliability of the BSSQ in Different Studies.

References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
Botens-Helmus et al. (BSSQ-brace, original German version) 62 14.5 Brace 0.97 0.88 1–3 days Not provided Not provided Not provided 2.3% 27% Not provided
D’Agata et al. (Spanish version) 35 13 Brace 0.80 0.90 4–7 days Pearson r=0.65 with SRS-22 Not provided Not provided 0% 0% Not provided
Misterska et al. (Polish version) 35 14.8 Brace BSSQ-Deformity: 0.87; BSSQ-Brace: 0.80 BSSQ-Deformity: 0.95; BSSQ-Brace: 0.88 2 days Not provided Significant correlation was identified between BSSQ-Brace and the angle of rotation (r=0.395). Not provided 2.9% 17.1% Not provided
Asada et al. (Japanese version) 71 14 Brace 0.84-0.87 0.75 7 days Not provided Not provided Not provided 0% 6.8%–13.6% Not provided
Xu et al. (Chinese version) 50 13 Brace BSSQ-Brace: 80; BSSQ-Deformity: 85 BSSQ-Brace: 0.90; BSSQ-Deformity: 0.85 3–7 days Pearson r=0.29–0.79 Not provided Not provided <5% <5% Not provided
Rezaei Motlagh et al. (Persian version) 53 13.47 Brace BSSQ-Brace: 0.72; BSSQ-Deformity: 0.72 BSSQ-Brace: 0.88; BSSQ-Deformity: 0.97 2 weeks Spearman r=0.34–0.63 with SRS-22 Not provided Not provided Not provided Not provided Not provided
Aulisa et al. (Italian version) 108 15.4 Brace 0.91 Pearson r=0.92 5–7 days Pearson r=0.39 with SRS-22 Not provided Not provided Not provided Not provided Not provided

The body image disturbance questionnaire-scoliosis (BIDQ-S)

General description

The BIDQ-S12) is a self-administered, seven-item questionnaire that evaluates an AIS patient's concerns regarding body image. This measure is aimed at evaluating whether the scoliosis patient's back shape causes a feeling of unattractiveness or induces uncomfortability at social activities such as while at school or work or with friends and family. The form then looks to assess whether or not these feelings ultimately lead to a decrease in interest in participating in specific activities.

Calculation

The scoring system of this questionnaire is based on a five-point Likert scale from 1 to 5, with a score of 1 indicating “not at all concerned” and a number 5 indicating “extremely concerned.” Thus, the total score varies from 7 to 35. A higher score indicates more severe body image disturbance12).

The validity and reliability of this questionnaire were evaluated by Auerbach et al.12) for adolescents with AIS. The Korean84), simplified Chinese85), Turkish86), and German87) versions of this questionnaire are also available (Table 7).

Table 7.

Results of Validity and Reliability of the BIDQ, the SRS-7, the ISYQOL, and the TAPS in Different Studies.

Questionnaire References No. of patients Age (years) Intervention Internal consistency Test–retest reliability Test time intervals Convergent validity Discriminate validity Responsiveness Floor effect (%) Ceiling effect (%) Missing answer (%)
The BIDQ Auerbach et al. (Original English version) 98 15.7 Surgery 0.82 Not provided Not provided Pearson r=−0.50 to −0.72 with SRS-22 BIDQ-S scores differed significantly between patients and controls, establishing discriminant validity. Not provided Not provided Not provided Not provided
Wetterkamp et al. (German version) 259 30.2 Brace
Surgery
Physiotherapy
0.87 0.79 8 weeks r=−0.30 to −0.72 with SRS-22 The German-BIDQ showed discriminant validity, with a strong difference between the scoliosis group and the control group. Not provided Not provided Not provided Not provided
Bae et al. (Korean version) 152 12.5 Brace
Surgery
Question 1: 0.88
Question 2: 0.87
Question 3: 0.88
Question 4: 0.90
Question 5: 0.88
Question 6: 0.89
Question 7: 0.90
Question 1: 0.90
Question 2: 0.87
Question 3: 0.88
Question 4: 0.92
Question 5: 0.85
Question 6: 0.88
Question 7: 0.89
2 weeks Pearson r=0.617 with Spinal Appearance Questionnaire Discriminant validity was confirmed by significant differences in K-BIDQ scores among patients requiring observation, bracing, or surgery. Not provided 0% 0% Not provided
Bao et al. (Simplified Chinese version) 100 10.5 Brace
Surgery
Question 1: 0.85
Question 2: 0.86
Question 3: 0.84
Question 4: 0.85
Question 5: 0.87
Question 6: 0.84
Question 7: 0.86
Not provided Not provided Pearson r=−0.32 to −0.65 with SRS-22 and Pearson r=0.24 to 0.67 with Spinal Appearance Questionnaire Discriminant validity was confirmed by significant differences in BIDQ scores among patients with different Cobb angles. Not provided Not provided Not provided Not provided
Kuzu et al. (Turkish version) 83 14–69 Observation
Brace
Surgery
0.88 Not provided Not provided Pearson r=0.69 with total score of the SRS-22 Not provided Not provided Not provided Not provided Not provided
The SRS-7 Jain et al. 685 14.7 Surgery 0.64 for preoperative patients and 0.67 for postoperative patients Not provided Not provided There was a strong correlation between preoperative SRS-7 and SRS-22 scores (r=0.78; P<0.001) and between postoperative SRS-7 and SRS-22 scores (r=0.78; P<0.001) Discriminant validity was confirmed by significant differences in SRS-7 scores among patients with different Cobb angles. The SRS-7 was very effective in terms of detecting a change in HRQOL measures with surgical treatment in children with AIS. Not provided Not provided Not provided
The ISYQOL Caronni et al. (Original Italian version) 1000 16 Observation
Brace
Not provided Not provided Not provided Satisfactory correlations were found between ISYQOL and SRS22 (scoliosis, rho=0.71; kyphosis, rho=0.56). The ISYQOL can discriminate across groups of patients regarding diagnosis, sex, age, curve magnitude, and treatment types. Not provided Not provided Not provided Not provided
Kinel et al. (Polish version) 58 13.8 Brace Spine health: 0.79
Brace: 0.77
Total: 0.80
0.90 7 days Not provided Not provided Not provided 0% 0.0%–1.7% Not provided
Liu et al. (simplified Chinese) 138 13.7 Observation
Brace
Spine health: 0.85
Brace: 0.86
0.72–0.80 14 days Spearman rho=0.62 with SRS-22 Not provided Not provided 0% 0% 0.6
Scoliosis Japanese Questionnaire- 27 Doi et al. (Original Japanese version) 384 14.3 Brace
Observation
Surgery
0.91 Not provided Not provided Spearman rho=0.69 with SRS-22 Not provided Not provided 0.5% 0% 0.1%
Bazancir et al. (Turkish version) 139 0.99 0.99 Pearson r=0.61 with SRS-22
Trunk Appearance Perception Scale (TAPS) Bago et al. (Original version) 186 17.8 Observation
Brace
0.89 0.92 7 days Spearman rho=0.47–0.52 The TAPS can discriminate across groups of patients regarding curve type and curve magnitude. The TAPS instrument shows adequate responsiveness to surgical treatment of idiopathic scoliosis. 1.6% 3.8% 0%
Misterska et al. (Polish version) 36 13.4 Brace 0.50–0.84 Not provided Not provided Spearman rho=−0.44 with Cobb angle Not provided Not provided 0.0% 2.7% Not provided

The ISYQOL

General description

The ISYQOL questionnaire14) was designed using the Rasch analysis to assess the QoL of adolescents with AIS and SK between ages 10 to 18 years. The ISYQOL is a specific self-reported tool comprising 20 items. These items are distributed across two domains: “spinal health” and “brace status.” Items 1-13 are related to the spinal health domain, and items 14-20 are regarding the patient's condition while using the brace. Thus, if the patient is being treated with a brace, they optimally need to complete the full questionnaire items. Conversely, a patient who is not currently utilizing a brace should only complete the spine health domain or items 1-13. The ISYQOL can then be used to compare the conditions of patients who wear a brace with those who do not.

Calculation

The answers to each item of the ISYQOL are based on a three-point Likert scale (0-2) in three options (never, sometimes, and often). Therefore, the total range of numerical scores will be from 0 to 40 (for the full version including the portion on brace condition) or 0 to 26 (for the spinal health domain only). The number 0 is considered to be the highest possible QoL, whereas the number 40 denotes the lowest level of QoL14). The validity and reliability of the Polish88) and simplified Chinese89) versions of ISYQOL have been evaluated (Table 7).

The scoliosis Japanese questionnaire-27 (SJ-27)

General description

The SJ-27 is a self-reported, scoliosis-specific questionnaire that was developed by Doi et al.23). This questionnaire is aimed at the evaluation of HRQoL variables in female patients aged 10-18 years with AIS. This gender-specific form is composed of 27 items across five domains. In items 1-4, the patient is asked about their upper/lower back pain while lying down, following sitting or standing movement, or regarding neck/shoulder stiffness or soreness. In items 5-10 and 27, the questions are about patient discomfort while wearing clothes or lifting/holding bags. In items 11, 15, 16, and 19, the patients are then asked about any difficulties that they may have when participating in exercise, sport, and standing in front of a group of people. Items 12-14, 22, 25, and 26 are related to appearance-related self-consciousness during public situations. There are six items (items 17, 18, 20, 21, 23, and 24) regarding feelings of anxiety or depression resulting from the patient's spinal deformity.

Calculation

The 27 items of the SJ-27 are scored on a five-point Likert scale from 0 (best condition) to 4 (worst condition). Thus, the total score ranges from 0 to 10823). The original Japanese version of the SJ-27 has an acceptable internal consistency and discriminant validity23). The Turkish version of this questionnaire90) is also available (Table 7).

The trunk appearance perception scale (TAPS)

General description

The TAPS13) is a specific self-administered drawing-based tool aimed at the evaluation of a scoliosis patient's perception of their trunk deformity. The TAPS was introduced by Bagó et al.13) and comprises three sets of drawings that show the patient's trunk from three viewpoints: (1) looking toward the back (SET 1), (2) looking toward the head when the patient is in an Adams forward bending test (SET 2), and (3) looking toward the front (SET 3). The front viewpoint comprises two sets of figures, that is, one for males and one for females. The instruction section of the TAPS contains a brief description: “which of these drawings do you think best represents the appearance of your body?”

Calculation

Each set of drawings is scored from 1 (maximum deformity) to 5 (minimum deformity). The average total score can be calculated by summing the scores of three drawings and dividing them by 3. Thus, the maximum score will be 5, and the minimum score will be 113). This questionnaire has acceptable reliability and validity for scoliosis patients aged from 10 to 42 years13,91) (Table 7).

Discussion

The increasing number of questionnaires designed to measure HRQoL in children and adolescents with spinal deformity substantiates the importance of this issue in this cohort. Previous studies have shown that attention to HRQoL is as crucial as radiological variables and pulmonary conditions in the management of AIS or SK, many of whom fall within the most vulnerable periods of life regarding peer perceptions7,18). Considering the preponderance of testing for HRQoL in this cohort, it follows that practitioners looking to implement these tools should have sufficient knowledge and awareness of the existing questionnaires to optimize selection for specific patient applications. To address this concern, the present study was conducted to investigate all the disease-specific questionnaires evaluating HRQoL of children and adolescents with spinal deformity.

The results of this review of the literature mandate the importance of selecting appropriate tools for assessing the outcomes of patients with spinal deformities on the basis of specific deformity patterns and planned therapeutic intervention. There does not appear to be a “one size fits all” approach, but rather, practitioners should aim to carefully choose a test on the basis of the specific question they are looking to answer or research.

Our analysis of the available testing options as they relate to the specific type of deformity showed that there is only one existing questionnaire to assess the HRQoL of EOS patients16). Although the SRS-22 has also been used to assess the HRQoL of patients with congenital scoliosis92), this questionnaire has several limitations and poorly reflects other important aspects of a patient's life. In EOS, factors such as pulmonary function, fatigue, and parental burden are arguably more essential factors to evaluate than for other types of adolescent or adult scoliosis. Thus, the SRS-22 questionnaire, which does not address any of these specific areas, may not be a suitable tool for measuring HRQoL in patients with EOS. Additionally, most patients with EOS are under the age of 10 years and therefore may not have the independence and understanding to self-report their condition. Hence, in these circumstances, questionnaires such as EOSQ-24, which is parentally reported, are preferable to the SRS-22.

There are five disease-specific questionnaires for evaluating HRQoL of adolescents with spinal deformities11,14,15,18,23), most of which are designed based on the classical test theory framework and are multidimensional11,15,18,23). These questionnaires are used for all patients, regardless of whether they are treated with bracing, surgery, or medical observation. It can be easily surmised, however, that the health and wellness condition of a patient treated with a brace can vary substantially from the condition of the patient treated with an extensive posterior fusion construct or even the patient under exclusively medical observation93). Hence, two patients who have the same total score on a multidimensional questionnaire may wildly differ regarding their current well-being and functional/emotional status.

Another important factor that practitioners must carefully consider regarding HRQoL tools for spinal deformity is the presence of pain-related items in a multidimensional tool, such as SRS-2214). Although pain can certainly arise in late-stage deformity in certain patients, pain is typically not the chief concern for the adolescent or child with spinal deformity (in sharp contrast to adult forms of spinal pathology). For this reason, the pain domain of the SRS-22 has a ceiling effect in the original11) and most translated versions33,34,38-41,45-47). Recently, researchers have developed unidimensional or two-dimensional questionnaires such as SRS-722) and ISYQOL14) using the Rasch-consistent analysis. In reviewing the literature, we found that the trend of designing unidimensional questionnaires is also observed in other areas of HRQoL of patients with spinal deformities such as stress-related deformity19) and body image12).

Practitioners and researchers evaluating HRQoL of AIS and SK patients must also carefully consider the emotional ramifications that may result from an abnormal appearance of the patient's spine. Regardless of functional status, cosmetic disfigurement is a primary concern of adolescents with spinal deformities and their parents and is often cited as the chief reason they elect to seek medical intervention91). Thus, in almost all questionnaires designed for this population, consideration of this concept has been included. The self-image domain of the SRS-22 has long been considered the gold standard for the assessment of self-perceived body image for patients with idiopathic scoliosis11). Nevertheless, the patient's perception of their trunk deformity may differ significantly from their overall self-image94). Dissatisfaction with body image is seen widely among normal adolescents without scoliosis given intense peer-to-peer comparison at this stage of development13). Hence, the SRS-22 may fail to capture more meaningful information regarding the patient's perception not of their body image in general but rather their actual curve-related dissatisfaction. Moreover, research has shown that differing perception of body image in self-reported questionnaires has only moderate correlation with the curve magnitude11,15,31). It is likely that besides the curve magnitude, other factors may impact a patient's perception of trunk deformity, and future research should aim to further investigate this discrepancy.

The ineffectuality of existing HRQoL metrics to assess for curve-related self-image has led to the design of drawing-based questionnaires such as SAQ17) and TAPS13) to more accurately measure the body image of patients with scoliosis. Research has indicated that patients are better able to specify their perception of trunk appearance with images as opposed to text-based responses, and therefore, questionnaires that consist of illustrated items are more sensitive than their purely textual-based counterparts13,91). A limitation, however, of the drawing-based questionnaires is an inability to determine what effect therapeutic interventions (e.g., braces or surgery) have on body image. For example, in a patient who uses a brace and has a lower Cobb angle than a candidate for surgery (with a higher Cobb angle), the perception of a trunk aesthetic may counterintuitively be worse, given the attention placed on the maintenance of proper brace use. Thus, in future studies, questions related to a patient's perception of trunk appearance while using a brace can be added to the SAQ or TAPS questionnaire to ultimately aid in clinical decision making.

Another final factor for consideration of the scoliosis patient's QoL is deformity-related stress, which has shown to be significantly worsened by brace use81). The BSSQ-Brace and BSSQ-Deformity19,24) are the only unidimensional tools used to assess stress levels in AIS patients. These questionnaires have items that are not found in any of the other questionnaires designed for patients with spinal deformities and should be used specifically for patients undergoing medical observation and brace treatment.

Implications of the findings

Scholars have debated the impact of bracing or surgical intervention on the HRQoL of patients with AIS and SK. Some researchers found that these interventions may have negative consequences on HRQoL parameters in patients with AIS and SK95,96). Nevertheless, other work has indicated that bracing or surgery has no significant impact on HRQoL in these cohorts97,98). This inconsistency may be due to the use of differing questionnaires across investigations. According to the presented literature review, clinicians and researchers should consider the following suggestions before selecting a questionnaire to use in evaluating HRQoL of children and adolescents with AIS and SK:

・For children with EOS, the ideal questionnaire to evaluate their HRQoL parameters is the EOSQ-24.

・To evaluate HRQoL of adolescents with AIS and SK who are potential candidates for surgical intervention, the use of SRS-22, SJ-27, and QLPSD is appropriate.

・Considering the high ceiling effects of the pain and satisfaction domains of SRS-22, it may be optimal to use this questionnaire to evaluate function/activity, self-image, and mental health of patients with AIS and SK.

・To evaluate the HRQoL of those patients who are under nonsurgical treatment, the BrQ and ISYQOL questionnaires can be used. However, the BrQ is specifically designed for AIS patients who are currently undergoing brace treatment, and the ISYQOL is designed for AIS and SK patients who are currently under either medical observation or brace treatment.

・When the specific intent of a study is to evaluate the self-image perception of patients with AIS and SK, the use of drawing-based questionnaires such as SAQ and TAPS may be the optimal choice.

Conclusion

The present study demonstrates that when choosing an HRQoL assessment tool for the patient with AIS or SK, the type of questionnaire must be consistent with the therapist or researcher's goal and should be tailored as best as possible to the specific patient situation. Specific domains of the questionnaires should be considered in choosing the appropriate metric as well as other integral factors such as sensitivity to change, desired outcome, and careful consideration of the type of treatment planned and the patient's age.

Conflicts of Interest: The authors declare that there are no relevant conflicts of interest.

Sources of Funding: None.

Author Contributions: T.B., V.M., and N.R. designed the study; T.B., V.M., M.B., A.T.A., and A.K. wrote the manuscript; all authors were involved in editing and approved the final version of the manuscript for submission.

Ethical Approval: There is no IRB approval code necessary for this manuscript as it does not involve specific patient information or identifiers.

Informed Consent: Consent was not required because this study involved no human subjects.

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