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EARLY ONLINE RELEASE Note: This article was posted on the Archives Web site as an Early Online Release. Early Online Release articles have been peer reviewed, copyedited, and reviewed by the authors. Additional changes or corrections may appear in these articles when they appear in a future print issue of the Archives. Early Online Release articles are citable by using the Digital Object Identifier (DOI), a unique number given to every article. The DOI will typically appear at the end of the abstract. The DOI for this manuscript is doi: 10.5858/arpa.2014-0453-OA The final published version of this manuscript will replace the Early Online Release version at the above DOI once it is available. © 2015 College of American Pathologists

EARLY ONLINE RELEASE · Reprints: Michael W. Lawlor, MD, PhD, Department of Pathology and Laboratory Medicine, Division of Pediatric Pathology, Medical College of Wisconsin, 8701

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Page 1: EARLY ONLINE RELEASE · Reprints: Michael W. Lawlor, MD, PhD, Department of Pathology and Laboratory Medicine, Division of Pediatric Pathology, Medical College of Wisconsin, 8701

EARLY ONLINE RELEASENote: This article was posted on the Archives Web site as an Early Online Release. Early Online Release articles have been peer reviewed, copyedited, and reviewed by the authors. Additional changes or corrections may appear in these articles when they appear in a future print issue of the Archives. Early Online Release articles are citable by using the Digital Object Identifier (DOI), a unique number given to every article. The DOI will typically appear at the end of the abstract.

The DOI for this manuscript is doi: 10.5858/arpa.2014-0453-OA

The final published version of this manuscript will replacethe Early Online Release version at the above DOI once it is available.

© 20153 College of American Pathologists

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Original Article

Common Data Elements for Muscle Biopsy ReportingJahannaz Dastgir, DO; Anne Rutkowski, MD; Rachel Alvarez, BS; Stacy A. Cossette, MS; Ke Yan, PhD;

Raymond G. Hoffmann, PhD; Caroline Sewry, PhD; Yukiko K. Hayashi, MD, PhD; Hans-Hilmar Goebel, MD;Carsten Bonnemann, MD; Michael W. Lawlor, MD, PhD

� Context.—There is no current standard among myopa-thologists for reporting muscle biopsy findings. TheNational Institute of Neurological Disorders and Strokehas recently launched a common data element (CDE)project to standardize neuromuscular data collected inclinical reports and to facilitate their use in research.

Objective.—To develop a more-uniform, prospectivereporting tool for muscle biopsies, incorporating theelements identified by the CDE project, in an effort toimprove reporting and educational resources.

Design.—The variation in current biopsy reportingpractice was evaluated through a study of 51 musclebiopsy reports from self-reported diagnoses of geneticallyconfirmed or undiagnosed muscle disease from theCongenital Muscle Disease International Registry. Two

reviewers independently extracted data from deidentifiedreports and entered them into the revised CDE format toidentify what was missing and whether or not informationprovided on the revised CDE report (complete/incomplete)could be successfully interpreted by a neuropathologist.

Results.—Analysis of the data highlighted showed (1)inconsistent reporting of key clinical features fromreferring physicians, and (2) considerable variability inthe reporting of pertinent positive and negative histologicfindings by pathologists.

Conclusions.—We propose a format for muscle-biopsyreporting that includes the elements in the CDE checklistand a brief narrative comment that interprets the data insupport of a final interpretation. Such a format standard-izes cataloging of pathologic findings across the spectrumof muscle diseases and serves emerging clinical care andresearch needs with the expansion of genetic-testingtherapeutic trials.

(Arch Pathol Lab Med. doi: 10.5858/arpa.2014-0453-OA)

The muscle biopsy is an essential, and frequently used,diagnostic tool in the evaluation of pediatric and adult

neuromuscular disorders, but its usefulness may be limitedby poor communication from ordering clinicians or byincomplete reporting of pathologic findings on the biopsyreport.1,2 The diagnostic workup of patients with neuro-muscular disease requires a comprehensive evaluation of thepatient’s clinical presentation, laboratory abnormalities, andpathologic findings. A thorough clinical history andexamination by a neuromuscular expert, complemented bylaboratory, and potentially by imaging studies, is critical informulating the appropriate diagnostic question for thepathologist and in selecting the appropriate muscle tobiopsy. The diagnostic question should be formulated beforeordering the muscle biopsy to increase the pretest proba-bility of identifying any given neuromuscular disorder and toimprove the overall diagnostic yield of the procedure. It is,therefore, critical that this diagnostic question (and theinformation that led to its formation) be communicated tothe pathologist to ensure that all pertinent positive andnegative findings are reported and communicated back tothe clinician. Even in the absence of a clear pathologicdiagnosis, the reporting of both positive and negativefindings is essential to guiding the clinician’s additionaltesting toward achieving a diagnosis.

Uniform and detailed reporting on muscle biopsiesbeyond a diagnostic impression also supports the common

Accepted for publication May 4, 2015.From the Neuromuscular and Neurogenetic Disorders of Child-

hood Section, Neurogenetics Branch, National Institutes of Neuro-logical Disorders and Stroke, Bethesda, Maryland (Drs Dastgir andBonnemann); the Department of Pediatric Neurology, Division ofPediatric Neuromuscular Medicine, Columbia University MedicalCenter, New York, New York (Dr Dastgir); Cure CMD, Olathe, Kansas(Dr Rutkowski and Mss Alvarez and Cossette); the Department ofPediatrics, Quantitative Health Sciences Section (Drs Yan andHoffmann), and the Department of Pathology and LaboratoryMedicine, Division of Pediatric Pathology (Dr Lawlor and MsCossette); Medical College of Wisconsin, Milwaukee; the DubowitzNeuromuscular Centre (Dr Sewry), the Institute of Child Health (DrSewry), and Great Ormond Street Hospital (Dr Sewry), UniversityCollege of London, London, United Kingdom; the Wolfson Centre forInherited Neuromuscular Diseases, RJAH Orthopaedic Hospital,Oswestry, United Kingdom (Dr Sewry); the Department of Neuro-physiology, Tokyo Medical University, Tokyo, Japan (Dr Hayashi);and the Department of Neuropathology, University Medical Center,Johannes Gutenberg University, Mainz, Germany (Dr Goebel).

Dr Sewry receives book royalties from Elsevier (Kidlington,Oxford, United Kingdom) and Wiley Blackwell (Oxford, Oxford-shire, United Kingdom) and an honorarium from Audentes Thera-peutics, Inc (San Francisco, California). The other authors have norelevant financial interest in the products or companies described inthis article.

Presented in part at the Muscular Dystrophy Association ScientificConference; April 22, 2013; Washington, DC; at the ChildNeurology Society Meeting; October 30, 2013; Austin, Texas; theWorld Muscle Society; October 2, 2013; Asilomar, California; theAmerican Academy of Neuropathology; June 21, 2013; Charleston,South Carolina; and the Canadian Association of Neuropathologists;October 18, 2013; Ottawa, Ontario, Canada.

Reprints: Michael W. Lawlor, MD, PhD, Department of Pathologyand Laboratory Medicine, Division of Pediatric Pathology, MedicalCollege of Wisconsin, 8701 Watertown Plank Rd, TBRC Building,Room C4490, Milwaukee, WI 53226 (e-mail: [email protected]).

Arch Pathol Lab Med Common Data Elements for Muscle Biopsy Reporting—Dastgir et al 1

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data element (CDE) project currently implemented throughthe National Institute of Neurological Disorders and Stroke(NINDS).3–8 The purpose of the CDE project is tostandardize the collection of clinical data and to facilitatethe comparison of results across studies. Standard datacollection also supports effective data aggregation frommultiple centers and studies, which is often required toadequately power analyses in rare neuromuscular disorders.The CDE standards have recently been developed formuscle biopsy reporting, with the purpose of making thereports maximally useful for supporting diagnostic classifi-cation, patient clinical-trial stratification, and research.9 Thisstandard and comprehensive approach to muscle-biopsyreporting will help filter large, genetic-testing data setsaccording to phenotypic and biopsy markers when wholeexome/genome sequencing technology is increasingly ap-plied to neuromuscular disorders.

The lack of standard practices in muscle-biopsy reportingprovides challenges when training new myopathologistsand when attempting to evaluate patients across multipleinstitutions. The goal of this project was to develop aprospective format for muscle biopsy reporting thatincorporates the features identified by the CDE project. Aretrospective study of 51 muscle-biopsy reports from theCongenital Muscle Disease International Registry (CMDIR)was performed to assess the use of diagnostic terminologyin muscle biopsies across numerous centers. Our analysis ofdata-element reporting highlighted (1) the importance ofcommunication among the clinical team involved in thepatient’s care (the ordering physician, surgeon/neurologistperforming the biopsy, and myopathologist); (2) the need

for, and usefulness of, a standardized approach (groundedin a CDE form) to muscle-biopsy reporting in patients withneuromuscular diseases; and (3) the situations in which astandard checklist approach alone may not communicatethe information essential to making a diagnosis. Thisinformation was used to develop a prospective muscle-biopsy reporting form composed of checklist and narrativeelements that will ideally improve physician communica-tion, provide educational resources for myopathologists intraining, and facilitate efficient and complete reporting ofmuscle-biopsy findings.

MATERIALS AND METHODS

Fifty-one deidentified muscle-biopsy reports were selected fromthe CMDIR.10 The CMDIR is the largest global database of patientswith congenital muscle disease, which includes congenital myop-athy, congenital muscular dystrophy, and congenital myasthenicsyndromes. Of CMDIR-registered patients for whom musclebiopsy reports were available, reports were selected randomlyfrom patients with a self-reported diagnosis of congenital musculardystrophy (n ¼ 34), congenital myopathy (n ¼ 11), and/or anundiagnosed form of congenital-onset disease (n¼ 6). Of these 51reports, 43 reports (84%) were primary muscle biopsy reports and 8(16%) were consult or second-opinion reports from the samepatient pool (Table 1). To prevent overrepresentation by a particularmyopathologist or site, only the 43 primary muscle-biopsy reportswere used in our statistical analysis.

An adapted CDE form was then created; the revised CDE report(CDE-R), and key elements of that form are shown in Figures 1 and2. The CDE-R form used in this study was derived from the currentNINDS CDE form for muscle biopsies and was expanded on, withconsensus agreement, among the authors, who were involved inthe early stages of this study. Two reviewers subsequently and

Table 1. Primary Muscle Biopsy Review Sites

Country Institution Reports Evaluated, No.

Australia Children’s Hospital at Westmead, Westmead, New South Wales 2Canada Calgary Laboratory Services, Calgary, Alberta 2

Manitoba Health Sciences Centre, Winnipeg, Manitoba 2Germany Muscle-Centre Gottingen, Germany, Gottingen 1Russia Moscow Research Institute of Pediatrics and Pediatric Surgery, Moscow 1South Africa National Health Laboratory Service–Constantiaberg Medical Centre, Cape Town 1United Kingdom Dubowitz Neuromuscular Centre, London 1United States Arkansas Children’s Hospital, Little Rock, Arkansas 1

Barrow Neurological Institute, Phoenix, Arizona 1Rady Children’s Hospital, San Diego, California 4University of California, San Francisco Medical Center, San Francisco 1Children’s Hospital Colorado, Denver 1Miami Children’s, Miami, Florida 1Orlando Regional Medical Center, Orlando, Florida 1University of Iowa, Iowa City 1Children’s Boston, Boston, Massachusetts 1Spectrum Health Michigan, Grand Rapids 1University Hospitals and Clinics, Jackson, Michigan 1University of Minnesota Neuromuscular Laboratory, Minneapolis 1Washington University, St. Louis, Missouri 1Nebraska Medical Center, Omaha 1University of Medicine and Dentistry, New Jersey, Newark 1Tricore, Clovis, New Mexico 1Columbia University, New York, New York 2Mount Sinai Laboratory, New York, New York 1Cincinnati Children’s, Cincinnati, Ohio 1Children’s Hospital of Philadelphia, Philadelphia, Pennsylvania 1Wesley Neuromuscular Laboratory, Memphis, Tennessee 1University of Texas Southwestern Medical Center, Dallas 1Scottish Rite Hospital, Dallas, Texas 4Froedtert Memorial Lutheran Hospital, Milwaukee, Wisconsin 1

Not reported Not reported 2Total: 43

2 Arch Pathol Lab Med Common Data Elements for Muscle Biopsy Reporting—Dastgir et al

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independently extracted data from the deidentified reports andentered them into the CDE-R format. Elements of the report thatlacked the information required by the CDE-R form were alsonoted. The reviewers then met with a neuropathologist to evaluatediscrepancies in how biopsy-report elements were scored. Incon-sistencies were then recognized as errors on the part of thereviewer versus difficulty with interpreting what was described in

the report. If there was a difficulty with interpretation, a discussionfollowed in an effort to come to an agreement on what was beingstated by the myopathologist/author of the report.

Once an agreement was made on the CDE-R data acquired bythe 2 reviewers, the deidentified, extracted data elements (in theabsence of the authoring pathologist’s interpretation) were thenreviewed independently by a neuropathologist, and a checklist-

Figure 1. Percentage of clinical findingsincluded in the muscle-biopsy report.

Figure 2. Percentage of key pathologicfindings reported. This reflects whether thefinding was mentioned in the report, regard-less of whether the finding was present orabsent within the actual biopsy.

Arch Pathol Lab Med Common Data Elements for Muscle Biopsy Reporting—Dastgir et al 3

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based interpretation was made. This exercise was performed toassess whether the information required by the CDE-R wassufficient for a neuropathologist to suggest a diagnosis that wasconsistent with the original report.

The data from this study were presented at several national andinternational conferences, including the 2013 Muscular DystrophyAssociation National Scientific Conference, the 2013 AnnualMeeting of the Child Neurology Society, the 2013 Annual Meetingof the American Association of Neuropathologists, the 2013Annual Meeting of the Canadian Association of Neuropathologists,and the 2013 World Muscle Society Congress. The reporting toolwas also made available online as a posting on a neuropathologyblog site (http://neuropathologyblog.blogspot.com/; accessedMarch 23, 2015) and via e-mail to anyone who requested it.Feedback on the details of the form was returned to thecorresponding author, and a comprehensive version of the CDE-R form, which includes suggestions from the neuropathologycommunity, is shown in Appendix 1. This additional input focusedon suggesting data elements that were not present in either theoriginal CDE form or in the reviewed biopsy reports, and thus, arereview of the biopsy reports with these additional fields wouldnot have affected the interpretations reported here.

Biopsy-report data and the reporting of individual data elementswere evaluated using Microsoft Excel software (version 2010,Microsoft, Redmond, Washington). Agreement analysis using the jcoefficient11,12 was performed by staff at the Quantitative HealthSciences Division of Pediatrics, Medical College of Wisconsin(Milwaukee), using SAS 9.2 software (SAS Institute Inc, Cary,North Carolina). The j coefficient measures the interrateragreement for categorical variables. The Cohen j adjusts theproportion of agreement between the 2 raters for the potentialagreement that could occur by chance. Its value ranges from�1 toþ1, with values of zero or less indicating no agreement and valuesgreater than 0.75 indicating strong agreement.

RESULTS

Biopsy Report Features

Because the 51 biopsy reports reviewed were supplied bythe CMDIR, there were notable sampling biases associatedwith the patient location, age, clinical history, and finaldiagnosis in these cases.10 A subset of 43 muscle biopsyreports from the primary institutions (rather than the 8consult reports that were found) were evaluated to preventoverrepresentation of reported elements by a specific site orlevel of expertise when evaluating the range of reporting.Although most biopsy reports were from institutions in theUnited States, international locations included Westmead,Australia; London, United Kingdom; Alberta, Canada;Gottingen, Germany; Moscow, Russia; and Cape Town,South Africa (Table 1). There is no ‘‘universally accepted,’’minimal set of stains that are used for muscle biopsyevaluation in the United States, and so failure to reportcertain elements may have been affected by the unavail-ability of stains at some institutions.

Patient ages ranged from 0 to 38 years (mean [SD], 5.4[8.5] years). The most-common elements of the clinicalhistory provided on the muscle-biopsy report included age,site of tissue collected, side on which the tissue wascollected, and symptoms and signs (Figure 1). Evaluationof the reported clinical data, which is often a reflection of thedegree of communication between the ordering physicianand the pathologist, revealed that demographic informationand the features of the specimen (such as the site and side oftissue collected) were far more consistently reported thanwere other important elements of the patient history.

Diagnoses on the muscle-biopsy reports included avariety of dystrophies, myopathies, and neuropathic condi-

tions (Figure 3). Thirteen of these cases (30%, 13 of 43) hada definitive diagnosis established by the muscle biopsy orsubsequent genetic testing, whereas others showed dystro-phic or myopathic features without a specific etiologyidentified.

Reporting of Data Elements

Biopsy reports were scored for their reference to dataelements on the CDE form, regardless of whether thefindings were reported as positive or negative. Reporting ofboth positive and negative findings was highly variable(Figures 1 and 2), with a higher percentage of positivefindings reported than negative findings. None of theessential CDEs in the CDE-R were reported in 100% (43of 43) of the reviewed muscle-biopsy reports.

Evaluation of the CDE Checklist as a Diagnostic Tool

Two medical professionals independently reviewed andextracted data elements from each report to the CDE-R, anddisagreements between the 2 observers were evaluated anddiscussed with a neuropathologist blinded to the ultimatemuscle-biopsy diagnosis. Sources of disagreement in thebiopsy report evaluation included (1) variable terminologyused by myopathologists to signify similar findings (baso-philic fibers with central nuclei versus regenerating fibers,myofiber necrosis versus myofiber degeneration), (2) the lack ofprecise and consistent application of defined nomenclatureon the part of the reporting myopathologist (atrophy doesnot equal hypotrophy, central nuclei do not equal eccentric orinternal nuclei), and (3) single reviewer error in identifying akey CDE in the body of report. A diagnostic stratificationscheme was developed to account for the range ofphenotypes that may be reported using the CDE-R checklist(Table 2), and diagnoses were assigned for each report usingthat system. After a consensus was reached on the contentfound in each muscle-biopsy report using the CDE-R, aneuropathologist reviewed the data in a tabular format,blinded to the ultimate reported muscle biopsy diagnosisand provided an interpretation for each case using thecategories listed in Table 2. An agreement analysis was thenperformed to compare the original muscle biopsy diagnosisand a diagnosis made only using CDE-R checklist for-mat.11,12 This analysis found a high degree of concordancewhen using the CDE-R checklist format alone in 37 of the 43cases (86%; with an overall j of 0.796, and a j for the maincategory of 0.792). The reasons for disagreements betweenthe report and the checklist are shown in Table 3. Of the 43primary muscle-biopsy reports reviewed, 13 (30%) belongedto patients with confirmed genetic diagnoses or with apathologically defined subset of congenital muscle disease(such as nemaline myopathy). Of those 13 patients, thedefinitive diagnosis was suggested in the narrative reports of7 patients (54%) and in the checklist interpretation of 6patients (46%). The single case (8%) in which the narrativereport provided better prediction of the involved gene thanthe checklist did was a centronuclear myopathy case withfibrosis that appeared dystrophic by a checklist interpreta-tion, and in which a mutation in MTM1 was found. Thenature of this report review (involving the review of reportedresults without access to slides), however, is likely to haveadditionally impaired our ‘‘checklist-only’’ interpretationbecause the review of actual slides may have resulted indifferences in checklist entries by the study neuropatholo-gist.

4 Arch Pathol Lab Med Common Data Elements for Muscle Biopsy Reporting—Dastgir et al

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Development of the Prospective Reporting Form.—The muscle biopsy reporting elements listed by the NINDSCDE project formed the basis of our first draft of theprospective reporting form, and the list of importantelements was further expanded after reviewing the languageobserved in the retrospective report review. These elementswere then fashioned into a prospective reporting format thatcombined a checklist and narrative elements, and this formunderwent further review by several international expertswho each made their own additions. The form was thenpresented at several international conferences (MuscularDystrophy Association Meeting 2013, Washington, DC;American Academy of Neuropathology 2013, Charleston,South Carolina; Child Neurology Society 2013, Austin,Texas) and was made available online (http://neuropathologyblog.blogspot.com/; posted June 28, 2013;last comment made July 24, 2013; still accessible March 23,2015), eliciting further comments and additions. Commentswere received via approximately 50 conversations duringpresentations and approximately 10 e-mail communica-tions. Diagnosticians who were already expert myopathol-ogists generally stated an unwillingness to switch reportingformats but also usually recognized the usefulness of thischecklist as a training or reference tool for diagnosticianswith limited muscle-biopsy exposure. In contrast, diagnos-ticians with less muscle-biopsy exposure or test volumeresponded very favorably to the existence of this resource.The reporting tool was also generally thought to be suitablefor research documentation and was potentially highly

useful for future informatics studies. The additions to thechecklist suggested by the myopathology community servedto take a form that was primarily focused on pediatricdisease and make it more inclusive. Approximately one-third of myopathologists who provided feedback on theform remarked that it was too long for practical clinical use.

COMMENT

Although muscle biopsies have been available and refinedas a diagnostic tool for decades, recent advances in genetictesting and prospects for therapy are changing the way inwhich muscle-biopsy reports are used. The testing requiredto achieve a definitive diagnosis may not be known at thetime of the initial biopsy reporting because geneticconfirmation of the myopathologist’s initial suggestionsoften requires weeks of additional testing. Clinicians andscientists often depend on the presence or absence ofspecific muscle-biopsy pathologic findings when decidingon subsequent genetic testing and/or inclusion of patientsamples in novel gene-discovery platforms. Because thisinformation is also critical in research, clinical trials, and inthe meta-analyses across studies, the NINDS has launchedthe CDE program to standardize data collection andreporting. An evaluation of the current reporting practicesin myopathology is an important initial step to increase theusefulness of muscle-biopsy reporting for both diagnosticand research purposes, particularly as more genetic diag-noses are made in patients with neuromuscular disorders. Astandard and unbiased reporting format for muscle biopsies

Figure 3. Range of diagnoses in reviewed reports. Note that the numbers reflect the original interpretations of the biopsy reports and do not reflectthe degree to which specific elements were reported. The numbers of reports corresponding to each diagnosis are shown in parenthesis (n¼43 casesreviewed).

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offers the advantage of providing a complete list of corepathologic findings and pertinent negatives that will assistin (1) the establishment of a properly prioritized approach togenetic testing, based on muscle-biopsy core elements; (2)the correlation of broad-spectrum genetic-testing data tomuscle histopathologic phenotypes; (3) the establishment ofclear-cut pathologic criteria for patient inclusion intoresearch platforms; and (4) the training of new myopathol-ogists in the identification of pertinent pathologic findings.

Advantages and Limitations of a Checklist Muscle BiopsyReport Format

The CDE checklist format for muscle-biopsy reportingoffers the advantage of being standard and quick tocomplete, which increases the likelihood that the full batteryof core positive and negative findings will be reported by allmyopathologists that use it. Although the list of corefindings is not all inclusive, it is composed of features thatare identifiable using the standard battery of histochemicaltests used by most institutions and which most myopathol-ogists routinely check on each biopsy. Of note, there aresituations in which the checklist format falls short insuggesting a diagnosis. In the context of our data set (whichwas heavily biased toward cases of congenital musculardystrophy), the main discrepancies occurred when evaluat-ing the significance of fibrosis, internal/central nucleation,and inflammation. Discrepancies occurred in 3 cases ofcentronuclear myopathy when using the checklist alonebecause it was unable to distinguish between internal andcentral nucleation resulting from reparative changes versus

the presence of those issues from a primary abnormality ofnuclear positioning. Without access to the original slides, wecould not determine whether additional data elements or adifferent narrative description would have assisted with thisdistinction. Additionally, one report described increasedfibrosis in the context of a myotendinous insertion site,which led to the misinterpretation on the checklist review ofendomysial fibrosis related to a dystrophic process. Becausemyotendinous insertion sites can cause local increases infiber-size variation, increases in internally nucleated fibers,and increases in fibrosis, the presence of such a site in abiopsy specimen and the relationship of observed patho-logic findings to this site should be mentioned in a narrativedescription in the case.1 Lastly, because muscular dystrophyand inflammatory myopathy can both show inflammation,fibrosis, and internal nucleation, there is certainly somepotential for difficulty when using a checklist approach todistinguish these entities. In cases in which this differentialdiagnosis is a concern, it would be necessary to providesome sort of narrative description of these findings to more-clearly describe how these findings contribute to themyopathologist’s overall interpretation.

Use of the CDE-R Form as a Prospective Reporting Tool

Using a combination of the NINDS CDE form, ourdiscussions during this study, and the feedback from theneuropathology community, we have generated a form forprospective muscle-biopsy reporting, which is shown inAppendix 1. This form offers a comprehensive list of thefeatures that may be present on muscle biopsies (defined in

Table 2. Diagnosis Stratification Scheme for Agreement Analysis

Primary Category Secondary Category Tertiary Category

1. Myopathic changes A. Muscular dystrophy; cause identifiedB. Muscular dystrophy; unclassifiedC. Minimal changes with abnormal IHC

i(a) Dystrophin deficienti(b) a-dystroglycan deficienti(c) Sarcoglycan deficienti(d) Merosin deficienti(e) Collagen VI deficienti(f) Dysferlin deficienti(g) Caveolin-3 deficienti(h) Emerin deficienti(i) Normal IHCi(j) Nondiagnostic IHC

D. With specific changes ii(a) Internalized nucleiii(b) Central nucleiii(c) Nemaline rodsii(d) Central coresii(e) Multi/minicoresii(f) Disorganized myofibrilsii(g) Inclusionsii(h) Rimmed vacuolesii(i) Ragged, red fibersii(j) Inflammationii(k) Abnormal storage material

E. With nonspecific changes2. Neuropathic changes F. Neuropathic changes, sufficient to explain

clinical phenotypeG. Neuropathic changes, insufficient to

explain clinical phenotype3. Mixed, with myopathic and neuropathic

changesUse categories listed above Use categories listed above

4. End-stage muscle5. NDAR, with adequate reporting of pathologic

findings6. Noninformative report, unclear whether

disease was present

Abbreviations: IHC, immunohistochemistry; NDAR, No diagnostic abnormality recognized.

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Appendix 2) and provides the opportunity to use a checklistto inventory microscopic findings and a narrative segmentto provide an interpretation. This combination of reportingformats offers the opportunity to be complete in data-element reporting, while offering flexibility when providinga diagnostic interpretation. Our approach here was toprovide a form that was as comprehensive and editable (tothe preference of the myopathologist using it). Thisreporting format offers the advantages of organization,completeness, and standard terminology but remainsuntested in its usefulness as a prospective reporting tool.At the very least, the form provides a resource that will beuseful in identifying clinical and pathologic features thataffect the ability to reach a specific diagnosis. Even if thisform is only used as a training or reference tool, it could thusstill facilitate better clinical communication and practice.Concerns that have been raised about standardizingmuscle-biopsy reporting include (1) the length of timerequired to report in this fashion, (2) that the checklistformat will be too constraining, and (3) that the develop-ment of this form may accidentally promote a requirementfor its use by third parties or compliance entities. Each ofthese issues represents a valid concern, but the fact remainsthat the current variation in current muscle-biopsy reportingpractices impairs our capacity to provide expert-level,pathologic evaluations on an international scale. This projectis a first, small effort to provide materials for the efficientand complete reporting of muscle-biopsy findings, and ourfuture work will focus on the refinement of this reportingtool based on the input of our own experience and thefeedback of the international myopathology community. Along-term, international, collaborative effort on this scalewill also facilitate the identification of additional issues inmyopathology for which the establishment of additionalreporting or training materials would be most useful.

Future Directions

This project represents the first step toward developing auseful, widely distributed, synoptic reporting tool for musclebiopsies. We expect that the tool described here can befurther refined and optimized after some field testing inclinical practice, and several groups have offered to use thisreporting format on future cases as a means of furtherdevelopment. After several years of using this reportingformat, we will request feedback on its usefulness to furtherrefine it and to optimize its usefulness. Ideally, this will offerthe opportunity to compare the degree to which this effort

has standardized the reporting of pathologic findings whileassessing whether the use of this reporting format hasimproved quantifiable aspects of the diagnostic workup formuscle disease. Additionally, the reporting format proposedhere will facilitate the inclusion of muscle-biopsy data intomulti-institutional databases, which may allow for thecorrelation of clinical or genetic data with specific pathologicpatterns. This may facilitate the recognition of rare diseasephenotypes and allow the contextualization of abnormalitiesdetected in large-scale, genetic data sets to improve thediagnostic process in rare muscle disorders.

We thank Steve Moore MD, PhD, for his helpful commentsduring the course of this project. We also thank Brian Moore, MD,Med, and the American Association of Neuropathologists fordistributing and/or publicizing the prospective muscle-biopsyreporting form to the neuropathology community and thenumerous members of the neuropathology community whooffered advice to improve the usefulness of our reporting form.This work was supported by the US National Institutes of Health[grants K08 AR059750 and L40 AR057721], Cure CMD, and theChildren’s Hospital of Wisconsin Research Institute (Milwaukee).

References

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2. Goebel HH, Sewry CA, Weller RO, eds. Muscle Disease: Pathology andGenetics. 2nd ed. West Sussex, UK: Wiley; 2013.

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9. NINDS Common Data Elements for Neuromuscular Diseases. http://www.commondataelements.ninds.nih.gov/NMD.aspx#tab¼Data_Standards. Published2012. Accessed November 17, 2014. Updated April 16, 2015.

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Table 3. Discrepancies Between Original Narrative Report Diagnosis and Checklist-Based Diagnosis

Original Interpretation Checklist Interpretation Comment

Centronuclear myopathy Dystrophy A myotendinous insertion site produced focal increases in endomysialfibrosis, making the checklist profile appear more dystrophic.

Centronuclear myopathy Dystrophy 3 cases called centronuclear myopathy on narrative reports also showeddiffuse, mild endomysial fibrosis; degree of central nucleation versusinternal nucleation was unclear on reports; one of these cases had aconfirmed mutation in MTM1.

Active myopathy Dystrophy A case of dystrophy, in which the narrative report used somewhatnonstandard diagnostic terminology.

Dystrophy, a-dystroglycandeficient

Dystrophy, cause unclear A case with reported decreases in merosin and a-dystroglycan; narrativereport seemed to diagnose a-dystroglycanopathy as the relevantabnormality on clinical grounds.

Dystrophy, cause unclear Dystrophy, merosindeficient

Merosin was abnormal per report, but outside consultation discountedthe significance of the abnormal finding.

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APPENDIX 1

The Muscle-Biopsy Common Data Element–Revised (MB CDE-R) Form

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APPENDIX 2

Definition of Pathologic Findings in the MicroscopicDescription

Whole-Fiber or Cytoplasmic Changes.—Atrophy.—Shrinkage of myofibers, usually resulting in a small fiberwith a round or angulated shape. This can be difficult todistinguish from hypotrophy, which displays myofibersmallness with fiber shapes that are round or shapedappropriately. Advanced atrophy can cause nuclear bags,clumps, or clusters.

Blood Vessel Deposits Suggestive of Amyloid.—Blood vesselwall thickening, including the presence of amorphous glassymaterial.

Cylindric Spirals.—Spiral structures that are morphologi-cally similar to honeycomb structures but more electrondense and are best seen on preparations for electronmicroscopy. Cylindric spirals stain red on Gomori trichromestain and display positive staining for NADH and myoade-nylate deaminase. They are not associated with a specificdisease.

Degenerating Fibers.—Degenerative changes in myofibersinclude loss of basophilic stippling or evidence of myofi-brillar disarray.

Endomysial Fibrosis: Fibrosis in the endomysial compart-ment (between individual muscle fibers).

Excessive Glycogen.—Subjective determination of excessiveglycogen, usually on periodic acid–Schiff (PAS) staining.Severe glycogen deposition can also be apparent onhematoxylin-eosin (H&E) and other histochemical stainswhen contractile elements and organelles are displaced byglycogen aggregates.

Excessive Lipid.—Subjective determination of excessivelipid, usually on oil red O staining. The appearance ofexcessive lipid is dependent on the preparation, given that

stain exposure times vary between institutions. Comparisonto a control specimen and/or correlation with ultrastructuralfindings can be very helpful. Severe lipid deposition can alsobe apparent on H&E and other histochemical stains whencontractile elements and organelles are displaced by lipid.

Fatty Infiltration.—Presence of adipocytes in the endomy-sial compartment (between individual muscle fibers).

Fiber Type Disproportion.—This term refers to a pathologicpattern displaying type-1 fibers that are significantly smallerin diameter than type-2 fibers. The degree of myofibersmallness required varies in the literature between 12% and25%. There is also usually type-1 fiber predominance in thespecimen, but this is not strictly required. The pathologicpattern of fiber type disproportion is present in a number ofmuscle disorders (particularly congenital myopathies).When this pattern is seen in the absence of findings thatwould confer a specific pathologic diagnosis (such asnemaline rods or centrally nucleated fibers), then thepathologic diagnosis of congenital fiber type disproportionmay be warranted. The recognition of fiber type dispropor-tion is useful because it suggests specific subsets of causativegenes in certain clinical and pathologic contexts.

Fiber Type Grouping.—The presence of groups of type-1fibers and groups of type-2 fibers within a single sampledmuscle, which is indicative of repetitive rounds of denerva-tion and reinnervation in muscle with neuropathic findings.The precise definition of grouping can vary, but groups of agiven fiber type correspond to areas in which a single fiber iscompletely surrounded by fibers of the same type.

Grouped Atrophy.—Atrophy of a cluster of adjacent fibers,usually recognized on H&E stain. This is suggestive ofneuropathic disease, particularly when grouped atrophy iscoexistent with fiber-type grouping.

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Hypertrophic Fibers.—Excessively large fibers, usually witha convex, ‘‘inflated’’ shape. The actual caliber of ahypertrophic fiber is dependent on the normal size ofmyofibers within that muscle (which will vary in differentmuscles and at different ages).

Hypotrophy.—Insufficient fiber growth as a cause of smallmyofiber size. This usually manifests as small myofiberswith round or somewhat normal shapes.

Lobulated/Trabecular Fibers.—Fibers with uneven clumpingof oxidative enzyme staining.

Moth-Eaten Fibers.—Irregular disruption of the myofibril-lar network. They can be seen on all stains but may bemistaken for minicores or cores on NADH or succinatedehydrogenase (SDH). They are often seen in dystrophiesand various myopathies.

Muscle Spindles.—Presence of characteristic muscle spin-dle apparati within the specimen.

Myophagocytosis.—Invasion of the myofiber by a macro-phage.

Myotendinous Insertion Sites.—Presence of myotendinousinsertion sites, which are often marked by the well-organized collagen of the tendon interfacing with myofibers.The myofibers in these areas often show excessive fiber sizevariation and internal nucleation, which is not a patholog-ical finding in this context.

Necrosis.—Necrotic myofibers have lost their basophilicstippling to the extent that mitochondria are no longervisible. Macrophages may also be invading the myofiber.

Nemaline Rods/Bodies.—Cytoplasmic aggregates of thinfilament material that are best visualized on Gomoritrichrome stain (with red-purple staining) or preparationsfor electron microscopy (as osmiophilic material).

Nonrimmed Vacuoles.—Vacuoles within myofibers that donot show red staining at their periphery on Gomoritrichrome staining.

Perifascicular Distribution.—Distribution of pathologyaround the edge of a muscle fascicle, with comparativesparing of the interior of the fascicle. Perifascicular myofiberatrophy in conjunction with degenerating and regeneratingfibers and inflammatory cells is suggestive of dermatomy-ositis.

Red Inclusions on Trichrome.—A variety, if intracytoplasmicinclusions and myofibrillar aggregates can form redinclusions on Gomori trichrome stain. Electron microscopy,oxidative enzyme stains, or immunohistochemistry canoften be useful in identifying the material.

Regenerating Fibers (Basophilic Fibers, Large Nuclei).—Thesefibers are most frequently regenerative fibers, although thereis some overlap with the myofiber disarray that is seen indegenerating fibers.

Rimmed Vacuoles.—Areas of clearance on Gomori tri-chrome stain that are rimmed with red material. Thesestructures are suggestive of the inclusion bodies seen ininclusion body myositis and hereditary inclusion bodymyopathy.

Ring Fibers/Ringbinden.—Myofibers with a center ofappropriately arranged, contractile apparatus that is sur-rounded by contractile elements arranged in a circumfer-ential fashion.

Split Fibers.—Fibers that appear to split, particularly whenthey become hypertrophic. Nuclei are noted to migratealong the split. Split fibers are normally seen at tendinousinsertions and may be a feature of dystrophies, myopathies,and some chronic neuropathies.

Targetoid Fibers.—An abnormality of oxidative staining(NADH, SDH, cytochrome oxidase [COX]) that showsincreased mitochondrial density at the periphery of myofi-bers and a decreased density of mitochondria in themyofiber interior. This finding is most commonly associatedwith neuropathic disease.

Tubular Aggregates.—Aggregates of tubular membranousmaterial within the cytoplasm of mitochondria that give ahoneycomb appearance on electron microscopy. Thesestructures are nonspecific and often increase with age. Theycan best be visualized at the light microscopic level as redmaterial on Gomori trichrome stain.

Type 1 Fiber Predominance.—Occurs when greater than55% of the fibers in a specimen are type 1 fibers.

Type 2 Fiber Predominance.—Occurs when greater than55% of the fibers in a specimen are type 2 fibers.

Core-Type Changes.—Central Cores.—Central accumu-lations of myofibrillar material that produce areas devoid ofmitochondria (and thus devoid of staining for oxidativeenzymes like NADH, SDH, and COX) at, or near, the centerof myofibers. Central cores are typically longer than they arewide.

Corelike Lesions.—Areas that are devoid of mitochondriaand oxidative staining within myofibers, but that are less-clearly delineated than central cores or minicores.

Minicores.—Structures causing similar displacement ofmitochondria to that seen with central cores and, thus,providing small areas in myofibers that are devoid ofstaining for oxidative enzymes, such as NADH, SDH, andCOX. Minicores are typically wider than they are long.

Nuclear Changes.—Central nuclei.—Myofibers with cen-trally placed nuclei. Where possible, these should bedistinguished from internal nuclei in terms of the predom-inant location of abnormally placed nuclei in the specimen.

Internal nuclei.—Internal placement of nuclei withinmyofibers (generally .1 nuclear diameter from the sarco-lemma) but in a placement other than the center of themyofiber. As internal nucleation is often a part of theregenerative process, the presence or absence of additionalevidence of tissue damage and regeneration may helpdetermine the reason for the abnormal nuclear placement inthe specimen.

Nuclear Bags, Clumps, or Clusters.—A dense collection ofnuclei, with minimal or no apparent myofiber cytoplasm.This indicates an advanced stage of myofiber atrophy.

Mitochondrial Changes.—COX� Fibers.—Fibers that aredevoid of staining with the cytochrome oxidase (COX)histochemical stain. Fibers that are negative for COX andthat overexpress succinate dehydrogenase (SDH) aresuggestive of a mitochondrial disorder involving themitochondrial genome.

Ragged Red Fibers.—Myofibers containing aggregates ofmitochondria that stain as dense, cytoplasmic material onGomori trichrome stain. These fibers are suggestive of amitochondrial disorder.

Strongly SDH-Reactive Blood Vessels (SSVs).—Blood vesselsthat react strongly to SDH on light microscopy. These areconsidered abnormal because the increased staining isaccompanied by many abnormal mitochondria (confirmedon electron microscopy). They have been reported in casesof mitochondrial myopathy, encephalopathy, lactic acidosis,and strokelike episodes (MELAS) and are thought to besecondary to defective respiratory-chain oxidation.

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Patterns of Inflammation.—Diffuse Inflammation.—Dis-tribution of inflammation throughout the specimen, asopposed to its distribution in a single focus.

Endomysial Inflammation.—The presence of inflammationin the endomysial compartment (between individual myo-fibers.

Fascia Inflammation.—Distribution of inflammation withinthe fascia connected to the muscle.

Focal Inflammation.—Distribution of inflammation in onefocus, as opposed to its distribution throughout thespecimen.

Perimysial/Perifascicular Inflammation.—The presence ofinflammation in a distribution around the edge or justoutside a muscle fascicle.

Perivascular Inflammation.—Distribution of inflammationaround blood vessels, as opposed to its distribution aroundmyofibers.

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