4.2. Features of orthodontic pain
Tooth movement is only possible through a process of inflammation as an outcome of the forces applied during the course of orthodontic therapy [
12].
The feeling of dental pain is a consequence of stretch and compression forces applied to the periodontal ligament and the alveolar bone. This causes a change in the blood flow of the periodontal apparatus up to induce the release of the tissue biochemical moderators and determine the inflammatory reaction which leads to the sensation of pain [
8].
Orthodontic patients experience pain during the treatment in a range of 70%-95% and they reported the highest intensity of pain during the first 24 hours [
13,
14,
15].
According to the literature, 39%-49% experience pain all over the time of treatment or after the removal of the appliance [
16,
17].
The intensity of pain depends on several factors both subjective and objective: gender, age, sex, the magnitude of force applied, state of emotion and stress, personal pain threshold, individual culture, and previous pain experience [
1,
14,
18,
19].
Furthermore, the type and intensity of suffering can change depending on the appliances used and the type of force applied [
20].
Although the quantity and quality of pain may depend on the typology of appliances, it has been stated that 70% of orthodontic patients experienced some type of suffering or pain, regardless of the type of appliance [
21].
In the case of fixed appliance-based treatment, within two hours from the insertion of the first arch-wire, the patients report a feeling of pain that increases progressively. After 24 hours, almost the totality of patients (95%) reported pain that reaches its peak and starts to decrease [
16,
22].
Burstone classified pain into three degrees: 1) pain is produced by heavy pressure on the tooth with an instrument in the same direction as the force of the fixed appliance, 2) pain evocates by clenching or heavy biting, 3) the patient suffers by a spontaneous pain or is unable to masticate food [
12].
Bergus et al described two different types of pain experienced during the active orthodontic phase of the treatment: constant pain and chewing-related pain. 82% of orthodontic patients report pain during chewing/biting, while 24% declare constant pain on the first day after activation. The suffering is decreasing gradually from the second day till the seventh when the spontaneous pain reported is null. However, 30% still reported pain during chewing/biting [
1].
A large number of unidimensional and multidimensional assessment tools have been suggested to measure the patient’s pain. One-dimensional tools focus on and consider only one characteristic aspect of pain (such as pain intensity) simplifying the pain experience. These instruments are rapid to administer and require less intellectual ability rather than the multidimensional ones [
23].
4.3. Pain intensity assessment
The European Palliative Care Research Collaborative, agree the most clinically relevant dimension to pain assessment, regardless of disease or condition, is pain intensity (PI) [
24].
The extent of pain intensity is conventionally assessed subjectively using different types of pain scales and unidimensional tools [
25].
Over the years several subjective methods which include pain scales like NRS, VAS, and VRS were proposed to assess the experience of pain more accurately [
26]. Currently, these scales are the best instruments for measuring individual pain, and pain assessment tools based on self-reported perception using questionnaires and their relative scales are the gold standard [
24].
A preponderance of evidence demonstrates that the 100 mm Visual Analog Scale (VAS) is the by far the most frequently used assessment pain tool [
24].
This scale is composed of a line of a fixed length with defined endpoints. One extremity of the line was labeled “no pain” and the other end as “worst pain imaginable” (
Figure 2). Patients are required to indicate the place on the line corresponding to their self-perceived state [
27].
Patients mark on the 10cm line the point which represents their self-perception to quantify and record the pain intensity in a range from 0 to 100 mm. The obtained value provides a quantitative variable of pain [
25].
The VAS is a popular tool in a clinical setting because of its rapidity of administration and simplicity. It can be used by anyone cognitively capable to respond to clinician instructions [
28] however someone can find the tool too difficult or too abstract to be understood, especially ones with a physical disability or cognitive dysfunction [
23]. One of the main limitations of the VAS is that it must be administered on paper or electronically, it cannot be administered orally [
29].
The VAS showed good reliability and sensitivity, being able to detect PI variation over time [
30,
31].
The VAS scale is frequently used to assess pain intensity during treatment in the orthodontic field.
A clinical trial performed on 64 patients was aimed to compare the pain intensity between subjects treated with passive self-ligating fixed appliances and those treated with Invisalign aligners. The subjective perception of pain is recorded using a questionnaire based on VAS [
32].
The same results were obtained in a prospective longitudinal study which is performed to make a comparison between Invisalign and fixed appliances during the first week of therapy. It was shown that patients treated with fixed appliances reported a higher level of pain intensity, according to VAS, rather than those treated with Invisalign therapy [
33].
Another study is carried out to make a comparison of patients treated by 3 different orthodontic appliances in terms of pain level: clear aligners, self-ligating and conventional. During the first week of therapy, the VAS scale demonstrates that the lowest level of pain is reported by the clear aligner group. Furthermore, the self-ligating group reported a significantly low level of pain rather than the conventional one [
34].
For the intensity pain assessment during adulthood or childhood, the Numerical Rating Scale (NRS) can be used. The NRS is a segmented numerical version of the VAS which consists of a numerical scale ranging from 0 to 100 where the extreme 0 corresponds to “no pain” and the other extreme represents “pain as bad as it could be” (
Figure 3). Patients are required to mark the number corresponding to their perceived level of pain intensity [
35].
The intensity of pain using the NRS is assessed as follows: no pain = 0, mild pain = 1–3, moderate pain = 4–6, and severe pain ≥7 [
36].
Using NRS, a study performed on 165 patients who agreed to have miniscrew insertion during their orthodontic treatment to facilitate tooth movement, was aimed to evaluate their experience of pain during the post-operatory time [
37].
Although the NRS and the VAS are the most widely used self-report pain scales they have the disadvantage correlated to a request of a notable level of abstract thinking to correlate pain experience with a number or a point on the line [
38].
The VRS is more appropriate for patients with cognitive impairment thanks to its simplicity. It has been shown that VRS provides high response rather than NRS e VAS [
39].
The VRS is made up of a list of adjectives corresponding to different levels of pain. The first adjective is related to lower pain intensity, while the others correspond to a gradually higher pain level. An example of adjectives that can be used is “none”, “mild”, “moderate”, and “severe” [
40].
Among the various advantages of the VRS, it can be underlined its rapidity and simplicity to use. It is easy to teach the patients its correct compilation and it is easy to score and document the results. Furthermore, the tool is well-validated and can be used to detect treatment effects. The verbal rating scale can overcome some limits concerning the VAS: it can be administered verbally thereby permitting its use by those who have physical or visual difficulty [
23].
In literature, among the orthodontic studies which take advantage of VRS, a prospective randomized trial is performed to compare pain experience during orthodontic treatment with self-ligating brackets and conventional ones [
41].
4.4. Pain assessment in children
Pain assessment in children is a challenge linked to the complex nature of pain, language limitation and difficulty in comprehension and self-reporting, and the social feature of pain (different pain experiences depending on age, sex, and race) [
42].
The level of cognitive development, language comprehension, and vocabulary may influence children’s capacity to provide a self-report of pain intensity and the ability their ability to use a pain scale accurately [
43,
44].
Children understand and express pain differently depending on their age stage. Thus, the pain assessment must be age dependent [
45].
Pawar and Garten have described the difference in the expression of pain in various pediatric age groups:
Preschoolers: may verbalize the intensity of pain, see pain as punishment, exhibit thrashing of arms and legs, attempt to push a stimulus away before it is applied, be uncooperative, need physical restraint, request emotional support, understand that there can be secondary gains associated with pain, or be unable to sleep.
School-age children: may verbalize pain, use an objective measurement of pain, be influenced by cultural beliefs, experience nightmares related to pain, exhibit stalling behaviors, have muscular rigidity, e.g. clenched fists, white knuckles, gritted teeth, contracted limbs; exhibit body stiffness, closed eyes, wrinkled forehead, engage in the same behaviors listed for pre-schoolers/young children, or be unable to sleep.
Adolescents: may localize and verbalize pain, deny pain in the presence of peers, have changes in sleep patterns or appetite, be influenced by cultural beliefs, exhibit muscle tension and body control, display regressive behavior in the presence of the family, or be unable to sleep [
23].
Nevertheless, children aged ≤7 are able to report the pain severity and from age 3 to 7 they increase progressively their capacity to describe, analyze and localize it [
36].
In the pediatric field facial scales are a widespread tool for severity pain assessment. They consist of a sequence of facial expressions that correspond to a spectrum of increasing pain intensity. Although various face scales have been developed, the Wong-Baker Faces Pain Rating Scale (WBS) has been demonstrated as appropriate in various pediatric settings it is the most widely applied [
36,
46].
The Wong-Baker Faces Pain Scale is composed of six faces where the first one is a happy smiling face while the last one is sad and tearful. The faces in the middle represent varying and increasing degrees of pain. The patient is asked to choose the face most like his/her during pain [
47].
This tool is simple and quick to administer, is easy to score, requires no reading or verbal skills, is unaffected by issues of gender or ethnicity, and provides three scales in one (i.e., facial expressions, numbers, and words). For these reasons, the most widely used scales for children’s pain intensity records are the Wong-Baker Faces Pain Rating Scale, various visual analog scales, and verbal numeric scales [
43].
The leading disadvantage of this tool is the possibility of measuring mood instead of pain, and the interpretation of sad or crying faces is dependent on different cultures [
23].
Nowadays one of the most widely instruments used in school-age patients and adolescents to obtain self-reports of pain intensity is the Verbal Numerical Rating Scale (NRS or VNRS). This scale is made up of a list of adjectives that correspond to an increase in pain intensity. The patient has to choose one of six descriptors (“No pain,” “Mild pain,” “Moderate pain,” “Severe pain,” “Very severe pain,” and “Worst pain possible”) that best represents the level of self-perceived pain intensity. The numbers may be used to ease the recording of the results. The VNRS has a marked validity and reliability in little patients aged ≥8 years [
48,
49].
Figure 4.
Verbal Numerical Rating Scale (VNRS).
Figure 4.
Verbal Numerical Rating Scale (VNRS).
Because of lower developmental skills, children aged ≤7 years lack the developmental skills, necessary for accurate use of this pain tool [
50,
51].
In a recent prospective study performed in 2020, a questionnaire composed of NRS and Wong-Backer faces pain scale was used to assess and compare the intensity of pain following the maxillary expansion with two different types of expanders (Hyrax and Haas type). The conclusions suggest that the pain was reported in both types of expansion and the highest pain is shown on the first day of activation in the Hyrax group [
52].
Another recent study based on VAS and the Wong-Baker Faces Pain Rating Scale was carried out (Figure 4). The study records the self-pain perception experienced by patients after the mini-implant placement concluding that the maximum pain was recorded in the case of palatal miniscrew [
53].
Figure 4.
Visual Analogue Scale and Faces Pain Rating Scale.
Figure 4.
Visual Analogue Scale and Faces Pain Rating Scale.
[Sreenivasagan et al., 2021]
Since pain is defined as a multidimensional emotion, a multidimensional tool permits a much more comprehensive and exhaustive pain assessment. In this way, not only PI but all the pain features including the psychological, emotional, and behavioral ones are examined [
54].
The main disadvantage of the traditional methods of pain measurement (visual analogue scale, numerical rating scale, verbal rating scale) treat pain as if it were a single dimension experience that can be described using the only dimension of the intensity measured with a single unique scale. Although intensity is one of the main features of pain, the word "pain" refers to several qualities categorized under a single linguistic term, not to a specific, single feeling that varies only in intensity [
55].
McGill Pain Questionnaire (MPQ) is a multidimensional tool developed by Melzack and Torgerson for a self-reporting measure of pain assessing both the quality and the quantity. This questionnaire permits the evaluation of sensorial aspects such as intensity, localization, temporality, quality, and affective aspects of pain. The original MPQ comprised 78 pain descriptors categorized into three major classes. The classes included terms that describe the sensory, affective, and evaluative quality of the pain experience [
56].
The MPQ is also employed to assess pain intensity. The Pain Rating Index (PRI) is based on a 1-5 intensity scale and it is built thanks to a numerical grading of words describing sensory, affective and evaluative features of pain. The rank values of the word chosen by the patient are summed to obtain a separate score for the three major classes [
57]. In addition to PRI, the Present pain intensity (PPI) score ranges from 1 (mild) to 5 (excruciating) is considered. It can be obtained by scoring the response to the question, "Which word describes your pain right now?" [
58].
Over the years, the MPQ has become one of the most commonly widespread clinical and research tool. This instrument is not perfect and numerous variants have been proposed [
59,
60].
The MPQ takes 5-10 minutes to administer which is too long time for some research that requires more rapid collection of data. For this aim an alternative and shortened form of the standard MPQ has been provided. The short-form MPQ (SF-MPQ) which permits obtaining the needed data in a limited time was proposed in 1987 by Melzack and Ronald. SF-MPQ is based on selected and most representative words from the three categories of the original questionnaire. The magnitude of the pain intensity is assessed by the present pain intensity (PPI) and the visual analogue scale [
61].
A study carried out on a sample of 189 orthodontic patients in a range of 12-30 years, took advantage of the submission of the modified McGill Pain Questionnaire with VAS to assess the quality and intensity of pain after insertion of initial six different NiTi orthodontic wire as a part of fixed appliances. Each patient received one of the six different superelastic or heat-activated NiTi archwires to solve the crowding and level the teeth in the first phase of the therapy. The research concluded that no correlation is shown between the patient's pain perception and the different types of NiTi arch or the gravity of crowding even though most of the patients reported pain starting 12 hours after the application and lasting for the first 3-4 days [
62].
A short version of MPQ was applied to study the effect of orthodontic pain on the Quality of Life (QoL) in patients undergoing orthodontic therapy. 200 patients aged from 13 to 18 are enrolled and underwent the McGill-short form questionnaire with VAS and PPI to evaluate the intensity and severity of pain and if it influenced their quality of life during the first month after the insertion of the appliance. The results support that the orthodontic fixed appliances have a considerable impact on patients’ daily life, especially during the first days when 85% of them think that their QoL is reduced as a consequence of the beginning of the therapy [
63].