LYME DISEASE - MUSCULOSKELETAL
Borrelia burgdorferi | Tick-Borne | Three-Stage Disease
STAGES OF LYME DISEASE
Critical Must-Knows
- Erythema migrans is pathognomonic - expanding annular rash with central clearing
- Lyme arthritis typically presents as intermittent monoarthritis of the KNEE
- Two-tier testing: ELISA screening then Western blot confirmation
- Doxycycline first-line for early disease; IV Ceftriaxone for late/neurological
- 10-20% antibiotic-refractory Lyme arthritis may require synovectomy
Examiner's Pearls
- "Negative serology does not exclude early Lyme disease - treat clinically if EM present
- "Lyme arthritis is NOT septic arthritis - synovial WBC typically 25,000-50,000
- "Consider Lyme in any unexplained chronic monoarthritis of the knee
- "Post-treatment Lyme disease syndrome does NOT respond to further antibiotics
Clinical Imaging
Erythema Migrans - Pathognomonic Sign

Critical Lyme Disease Exam Points
Two-Tier Testing Algorithm
ELISA first, then Western blot ONLY if ELISA positive or equivocal. Western blot alone has high false-positive rate. IgM appears 1-2 weeks, IgG at 4-6 weeks. Serology may be negative in first 2 weeks - treat clinically if erythema migrans present.
Differentiate from Septic Arthritis
Lyme arthritis is inflammatory, NOT septic. Synovial WBC 25,000-50,000 (vs greater than 50,000 in septic). Gram stain and culture NEGATIVE. Less systemically unwell. Joint aspiration essential to exclude true septic arthritis in acute presentations.
Geographic Consideration
Endemic areas: Northeastern/Upper Midwest USA, Europe, parts of Asia. NOT endemic in Australia - always ask about travel history. UK has low-level endemic transmission. Tick exposure 3-30 days before symptoms.
Antibiotic-Refractory Lyme Arthritis
10-20% fail to respond to oral and IV antibiotics. HLA-DR4 associated. Consider autoimmune mechanism. Options include NSAIDs, DMARDs (methotrexate, hydroxychloroquine), or arthroscopic synovectomy for refractory cases.
Stages of Lyme Disease - Musculoskeletal Features
| Feature | Stage 1 - Early Localised | Stage 2 - Early Disseminated | Stage 3 - Late |
|---|---|---|---|
| Timing | 3-30 days post-bite | Weeks to months | Months to years |
| Pathognomonic sign | Erythema migrans (70-80%) | Multiple EM lesions | None |
| Joint symptoms | None or mild arthralgia | Migratory polyarthralgia | Intermittent mono/oligoarthritis |
| Most affected joint | N/A | Multiple joints, fleeting | Knee (90%) |
| Serology | Often negative | Usually positive IgM | Positive IgM and IgG |
| First-line treatment | Doxycycline 14-21 days | Doxycycline 21-28 days | IV Ceftriaxone 14-28 days |
EARL - Early And Running LateClinical Stages
Memory Hook:EARL reminds you the disease progresses from Early to Late stages!
ELISA WESTTwo-Tier Testing
Memory Hook:Do ELISA first, then head WEST (Western blot) for confirmation!
DOXY CEFTRITreatment Selection
Memory Hook:DOXY for early, switch to CEFTRI for late or complicated disease!
Overview and Epidemiology
Lyme disease is a multisystem infectious disease caused by the spirochete Borrelia burgdorferi (and related species B. afzelii and B. garinii in Europe). It is the most common vector-borne disease in North America and Europe, transmitted by Ixodes species ticks (deer tick/black-legged tick).
Epidemiology:
- Incidence: 300,000+ cases annually in the USA, 65,000+ in Europe
- Endemic areas: Northeastern USA, Upper Midwest, Northern California, Europe, temperate Asia
- Peak transmission: May-August (nymphal tick activity)
- Musculoskeletal involvement: 60% of untreated cases develop Lyme arthritis
- Knee involvement: 90% of Lyme arthritis cases affect the knee
Risk Factors:
- Geographic exposure: Residence or travel to endemic areas
- Outdoor activities: Hiking, camping, gardening in wooded/grassy areas
- Tick exposure: Tick attachment greater than 36-48 hours required for transmission
- Season: Late spring to early autumn (peak tick activity)
Not Endemic in Australia
Lyme disease is NOT endemic in Australia. While there is ongoing debate about "Australian Lyme-like illness," classic Borrelia burgdorferi Lyme disease requires travel history to endemic regions (USA, Europe, UK). Always ask about international travel in suspected cases.
Pathophysiology
Understanding the pathophysiology of Lyme disease explains its clinical stages and the rationale for treatment.
The Causative Organism
Borrelia burgdorferi sensu lato complex:
- B. burgdorferi sensu stricto: North America and Europe - arthritis predominant
- B. afzelii: Europe - skin manifestations (acrodermatitis chronica atrophicans)
- B. garinii: Europe - neurological predominant
Spirochete characteristics:
- Gram-negative spirochete with outer surface proteins (Osp)
- OspA: Expressed in tick gut, target for vaccines
- OspC: Upregulated during transmission to host
- VlsE: Variable surface protein enabling immune evasion


Transmission and Dissemination
Tick bite to disease:
- Ixodes tick attaches and feeds (nymph or adult)
- Spirochetes migrate from tick midgut to salivary glands
- Transmission requires greater than 36-48 hours of attachment
- Local infection at bite site causes erythema migrans
- Haematogenous and lymphatic dissemination to distant sites
Joint involvement mechanism:
- Spirochetes have tropism for synovial tissue
- Bind to decorin and glycosaminoglycans in extracellular matrix
- Induce Th1 inflammatory response
- IL-17 and IFN-gamma drive synovial inflammation
- Persistent inflammation despite spirochete clearance in some patients
Antibiotic-Refractory Arthritis
In 10-20% of Lyme arthritis cases, joint inflammation persists despite adequate antibiotic therapy. This is associated with HLA-DR4 and may represent an autoimmune phenomenon triggered by molecular mimicry between OspA and human LFA-1. Treatment shifts from antibiotics to immunomodulation.
Immune Response
- Early infection: Innate immune response, neutrophil infiltration
- Adaptive response: T-cell and B-cell activation, antibody production
- IgM antibodies: Detectable 1-2 weeks after infection
- IgG antibodies: Detectable 4-6 weeks, persist long-term
- Molecular mimicry: OspA shares epitopes with human LFA-1 (implicated in refractory arthritis)
Clinical Presentation
Stage 1: Early Localised Disease (3-30 days)
Erythema migrans (EM):
- Occurs in 70-80% of infected individuals
- Expanding annular erythematous patch at bite site
- "Bull's-eye" or target lesion appearance (central clearing)
- Minimum size greater than 5cm for diagnosis
- Usually painless, may have mild burning
- Resolves spontaneously but indicates active infection
Associated symptoms:
- Fatigue, malaise, low-grade fever
- Headache, myalgia
- Regional lymphadenopathy
- Mild arthralgia (not true arthritis)
Stage 2: Early Disseminated Disease (Weeks to Months)
Musculoskeletal features:
- Migratory polyarthralgia: Fleeting joint pains, multiple joints
- Migratory myalgia: Muscle pain without weakness
- Brief swelling episodes (days), then resolution
- Moves from joint to joint
- No permanent joint damage at this stage
Other manifestations:
- Multiple EM lesions: Secondary skin lesions distant from bite
- Carditis: AV block (first to complete), myocarditis (4-10%)
- Early neuroborreliosis: Facial palsy (bilateral in 25%), meningitis, radiculopathy (Bannwarth syndrome)
Stage 3: Late Disseminated Disease (Months to Years)
Lyme Arthritis:
- Develops in approximately 60% of untreated patients
- Intermittent oligoarthritis progressing to chronic monoarthritis
- Knee affected in 90% of cases
- Large effusion, often out of proportion to pain
- Episodes last weeks to months
- Can cause erosive joint damage if untreated
Examination findings:
- Large, cool effusion (less inflammatory than septic)
- Mild synovial thickening
- Range of motion often preserved
- Less pain than degree of swelling suggests
- Baker's cyst may develop
Other late manifestations:
- Late neuroborreliosis: Encephalopathy, polyneuropathy
- Acrodermatitis chronica atrophicans (European species)
Post-Treatment Lyme Disease Syndrome (PTLDS)
- Persistent symptoms after adequate antibiotic treatment
- Fatigue, musculoskeletal pain, cognitive difficulties
- Duration greater than 6 months post-treatment
- NO evidence of ongoing infection
- Further antibiotics NOT beneficial
- Management is supportive
Investigations
Laboratory Studies
Two-Tier Serological Testing (CDC Recommended):
Step 1 - ELISA or IFA (Screening):
- High sensitivity (greater than 90% in late disease)
- Lower sensitivity in early disease (40-60%)
- If NEGATIVE and early disease suspected, treat clinically and repeat in 2-4 weeks
- If POSITIVE or EQUIVOCAL, proceed to Step 2
Step 2 - Western Blot (Confirmation):
- Detects antibodies to specific Borrelia proteins
- IgM criteria: 2 of 3 bands (23, 39, 41 kDa) - valid only in first 4 weeks
- IgG criteria: 5 of 10 bands - use after 4 weeks of symptoms
- More specific than ELISA alone
- Do NOT perform Western blot without positive/equivocal ELISA
Serological Window
Serology is often NEGATIVE in early localised disease (first 2 weeks). If erythema migrans is present, diagnosis is CLINICAL and treatment should not await serology. Negative serology in early disease does not exclude Lyme.
Other laboratory tests:
- ESR/CRP: Mildly elevated in active disease
- RF and anti-CCP: Negative (distinguishes from RA)
- ANA: Usually negative
- PCR: Can detect Borrelia DNA in synovial fluid (60-85% sensitivity)
Synovial Fluid Analysis
Joint aspiration is essential to exclude septic arthritis:
- WBC count: 10,000-100,000/microL (typically 25,000-50,000)
- Predominance: Neutrophils (may shift to lymphocytes in chronic)
- Gram stain: NEGATIVE
- Culture: NEGATIVE (routine culture does not grow Borrelia)
- Crystals: NEGATIVE
- PCR for Borrelia DNA: Positive in 60-85% of untreated cases
Distinguishing from septic arthritis:
- Lower WBC count (usually less than 50,000 in Lyme)
- Patient less systemically unwell
- Less pain relative to swelling
- PCR positive for Borrelia, culture negative
Imaging
Plain radiographs:
- Usually normal in early Lyme arthritis
- Soft tissue swelling
- Effusion
- May show erosions in chronic untreated disease
MRI:
- Synovial thickening and enhancement
- Joint effusion
- May show Baker's cyst
- Bone marrow oedema in severe cases
- Useful to assess cartilage damage
Ultrasound:
- Effusion quantification
- Synovial hypertrophy
- Guides aspiration
Management
Stage 1 and Stage 2 (Early Localised and Disseminated)
First-line - Doxycycline:
- Dose: 100mg twice daily OR 200mg once daily
- Duration: 10-14 days for EM; 14-21 days for early disseminated
- Also treats co-infection with Anaplasma
- Contraindicated in pregnancy, children under 8 years
Alternative agents:
- Amoxicillin: 500mg three times daily (14-21 days) - for children, pregnant women
- Cefuroxime axetil: 500mg twice daily (14-21 days) - second-line alternative
- Azithromycin less effective, not recommended as first-line
Response to treatment:
- EM resolves within days to weeks
- Arthralgia typically resolves within 4 weeks
- Serology may remain positive for years (not a treatment failure marker)
Tick prophylaxis (single dose):
- Doxycycline 200mg single dose within 72 hours of tick removal
- Only in high-risk endemic areas
- Tick attached greater than 36 hours
This section covers early disease treatment approaches.
Surgical Management
Indications for Orthopaedic Intervention
Surgical intervention in Lyme disease is limited to refractory cases:
- Antibiotic-refractory Lyme arthritis: Persistent synovitis after two courses of antibiotics
- Diagnostic arthroscopy: When diagnosis uncertain
- Joint damage: Rare end-stage arthropathy requiring arthroplasty
Arthroscopic Synovectomy Technique
Indication:
- Antibiotic-refractory Lyme arthritis of knee
- Greater than 3 months of persistent synovitis after adequate antibiotics
- Failed medical management (NSAIDs, DMARDs)
Pre-operative workup:
- Confirm two complete antibiotic courses administered
- Repeat synovial fluid analysis (exclude ongoing infection)
- Consider synovial biopsy if diagnosis uncertain
- MRI to assess synovial burden
Technique:
- Standard arthroscopic setup, supine with leg holder
- Anteromedial and anterolateral portals
- Systematic synovectomy of all compartments
- Suprapatellar pouch, medial/lateral gutters
- Posteromedial and posterolateral recesses if involved
- Shaver and radiofrequency ablation for haemostasis
- Thorough lavage
Post-operative care:
- Immediate weight-bearing as tolerated
- Early range of motion exercises
- Physiotherapy for quadriceps strengthening
- Continue DMARDs if initiated pre-operatively
Outcomes:
- 80-90% resolution of symptoms
- May require repeat synovectomy in 10-15%
- Rarely progresses to arthroplasty
This section covers the arthroscopic synovectomy approach.
Complications
Disease Complications
Musculoskeletal:
- Chronic arthritis: Persistent joint inflammation
- Erosive joint damage: In prolonged untreated cases
- Post-infectious autoimmune arthritis: Antibiotic-refractory disease
- Baker's cyst: Popliteal cyst from chronic effusion
- Tendinopathy: Achilles, patellar tendon involvement
Cardiac:
- Lyme carditis: AV block (1st, 2nd, 3rd degree) in 4-10%
- Myocarditis: Rare, may require temporary pacing
- Usually resolves with antibiotics
Neurological:
- Facial palsy: Unilateral or bilateral (25% bilateral)
- Meningitis: Lymphocytic meningitis
- Radiculopathy: Bannwarth syndrome (painful radiculoneuritis)
- Late encephalopathy: Cognitive impairment
Treatment Complications
- Jarisch-Herxheimer reaction: Fever, chills within 24 hours of antibiotic initiation (spirochete lysis)
- Antibiotic-related: C. difficile colitis, photosensitivity (doxycycline)
- PICC line complications: Infection, thrombosis (IV therapy)
Prognosis
- Early treatment: Excellent prognosis, complete resolution expected
- Late disease: 80-90% respond to oral or IV antibiotics
- Antibiotic-refractory: 10-20%, responds to immunomodulation/synovectomy
- PTLDS: May persist for months but eventually improves
- Erosive arthritis: Rare with modern treatment
Evidence Base
Duration of Antibiotic Therapy for Lyme Arthritis
- 28 days of oral therapy effective in 85-90%
- IV ceftriaxone for oral treatment failures
- 10-20% develop antibiotic-refractory arthritis
Two-Tier Testing for Lyme Disease Diagnosis
- ELISA followed by Western blot reduces false positives
- IgM criteria: 2 of 3 bands in first 4 weeks
- IgG criteria: 5 of 10 bands after 4 weeks
- Western blot alone has unacceptable false positive rate
Antibiotic-Refractory Lyme Arthritis - Immunogenetic Basis
- HLA-DR4 strongly associated with refractory disease
- Molecular mimicry between OspA and human LFA-1
- Further antibiotics not beneficial - need immunomodulation
- Synovectomy effective for refractory cases
Synovectomy for Antibiotic-Refractory Lyme Arthritis
- 80-90% success rate with synovectomy
- Removes inflammatory tissue harbouring immune reaction
- May need repeat procedure in 10-15%
- Alternative to prolonged DMARD therapy
Exam Viva Scenarios
Practice these scenarios to excel in your viva examination
Scenario 1: Chronic Monoarthritis of the Knee
"A 45-year-old man presents with a 3-month history of intermittent right knee swelling. He is a keen hiker and recently returned from a trip to Connecticut, USA. The knee has a large effusion but is not particularly painful. He is afebrile."
Scenario 2: Erythema Migrans with Negative Serology
"A 32-year-old woman presents with an expanding circular rash on her thigh for 5 days after returning from camping in Germany. She has mild myalgia and fatigue. Lyme serology (ELISA) is negative."
Scenario 3: Antibiotic-Refractory Lyme Arthritis
"A 50-year-old man has persistent right knee synovitis despite completing 28 days of oral doxycycline and then 28 days of IV ceftriaxone. Synovial fluid PCR for Borrelia is now negative. He is HLA-DR4 positive."
Australian Context
Lyme disease is NOT endemic in Australia, and classic Borrelia burgdorferi infection requires travel history to endemic regions such as North America, Europe, or parts of Asia. This is a critical point for Australian orthopaedic surgeons - any patient presenting with suspected Lyme disease must have a detailed travel history elicited.
There has been ongoing debate regarding "Australian Lyme-like illness" or "Debilitating Symptom Complexes Attributed to Ticks" (DSCATT). The Australian government commissioned the Senate Inquiry into Lyme-like Illness (2016) and subsequently established a Lyme Disease Advisory Committee. However, there is currently no scientific evidence that classical Lyme disease caused by Borrelia burgdorferi exists in Australia. Patients presenting with chronic symptoms attributed to tick bites should be investigated for other Australian tick-borne illnesses such as Queensland Tick Typhus (Rickettsia australis), or referred to infectious diseases for comprehensive assessment.
For Australian travellers returning from endemic areas, standard two-tier testing (ELISA followed by Western blot) is available through reference laboratories. Treatment follows international guidelines with doxycycline as first-line for early disease. Doxycycline and amoxicillin are available on the PBS for treatment of confirmed Lyme disease. IV ceftriaxone for late or neurological Lyme disease requires hospital-based administration or outpatient parenteral antimicrobial therapy (OPAT) programs available in major Australian centres.
LYME DISEASE - MUSCULOSKELETAL
High-Yield Exam Summary
Aetiology and Transmission
- •Borrelia burgdorferi spirochete
- •Ixodes tick vector (deer/black-legged)
- •Transmission requires greater than 36-48 hours attachment
- •Endemic: NE USA, Europe, parts of Asia - NOT Australia
Three Stages
- •Stage 1: Erythema migrans (3-30 days)
- •Stage 2: Migratory arthralgia, carditis, neuro (weeks-months)
- •Stage 3: Lyme arthritis - knee 90% (months-years)
- •PTLDS: Persistent symptoms post-treatment (no active infection)
Two-Tier Testing
- •ELISA first (screening) - high sensitivity
- •Western blot ONLY if ELISA positive/equivocal
- •IgM: 2 of 3 bands (first 4 weeks only)
- •IgG: 5 of 10 bands (after 4 weeks)
- •Early disease may be seronegative - treat clinically if EM present
Synovial Fluid
- •WBC 25,000-50,000 (inflammatory, not septic)
- •Gram stain and culture NEGATIVE
- •Crystals NEGATIVE
- •PCR for Borrelia positive 60-85%
Treatment
- •Early: Doxycycline 100mg BD x 14-21 days
- •Lyme arthritis: Doxycycline 100mg BD x 28 days
- •Late/neurological: IV Ceftriaxone 2g daily x 14-28 days
- •Refractory: DMARDs then synovectomy (no more antibiotics)
Key Exam Points
- •Knee = 90% of Lyme arthritis
- •10-20% antibiotic-refractory (HLA-DR4 associated)
- •Negative early serology does NOT exclude Lyme
- •Synovectomy success rate 80-90% in refractory cases