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CA Cancer J Clin 2004;54:327–344

Clinical Breast Examination: Practical


Recommendations for Optimizing
Performance and Reporting
Debbie Saslow, PhD; Judy Hannan, RN, MPH; Janet Osuch, MD, MS;
Marianne H. Alciati, PhD; Cornelia Baines, MD; Mary Barton, MD; Janet Kay Bobo, PhD;
Cathy Coleman, RN, OCN; Mary Dolan, MD, MPH; Ginny Gaumer, RN, MS;
Daniel Kopans, MD; Susan Kutner, MD; Dorothy S. Lane, MD; Herschel Lawson, MD;
Helen Meissner, PhD, ScM, MPH; Candace Moorman, MPH; Henry Pennypacker, PhD;
Peggy Pierce, RN, MSN, MPH; Eva Sciandra; Robert Smith, PhD; Ralph Coates, PhD

Dr. Saslow is Director, Breast and


ABSTRACT Clinical breast examination (CBE) seeks to detect breast abnormalities or evaluate Gynecological Cancers, American
patient reports of symptoms to find palpable breast cancers at an earlier stage of progression. Cancer Society, Atlanta, GA.

Treatment options for earlier-stage cancers are generally more numerous, include less toxic alter- Ms. Hannan is Chief, Education
and Training Section, Program Ser-
natives, and are usually more effective than treatments for later-stage cancers. For average-risk vices Branch, Division of Cancer
women aged 40 and younger, earlier detection of palpable tumors identified by CBE can lead to Prevention and Control, Centers for
Disease Control and Prevention, At-
earlier therapy. After age 40, when mammography is recommended, CBE is regarded as an adjunct lanta, GA.
to mammography. Recent debate, however, has questioned the contributions of CBE to the de- Dr. Osuch is Professor of Surgery
tection of breast cancer in asymptomatic women and particularly to improved survival and reduced and Epidemiology, Michigan State
University, East Lansing, MI.
mortality rates. Clinicians remain widely divided about the level of evidence supporting CBE and their
Dr. Alciati is President, Manage-
confidence in the examination. Yet, CBE is practiced extensively in the United States and continues ment Solutions for Health, Inc., Re-
to be recommended by many leading health organizations. It is in this context that this report ston, VA.

provides a brief review of evidence for CBE’s role in the earlier detection of breast cancer, highlights Dr. Baines is Professor Emerita,
Department of Health Sciences, Fac-
current practice issues, and presents recommendations that, when implemented, could contribute ulty of Medicine, University of To-
to greater standardization of the practice and reporting of CBE. These recommendations may also ronto, Toronto, Canada.

lead to improved evidence of the nature and extent of CBE’s contribution to the earlier detection of Dr. Barton is Assistant Professor,
Department of Ambulatory Care and
breast cancer. (CA Cancer J Clin 2004;54:327–344.) © American Cancer Society, Inc., 2004. Prevention, Harvard Medical School
and Harvard Pilgrim Health Care,
Boston, MA.

INTRODUCTION Dr. Bobo is Health Research Leader


and Senior Epidemiologist, Battelle
Centers for Public Health Research
The Clinical Breast Examination’s (CBE’s) Contributions to the Earlier Detection of
and Evaluation, Seattle, WA.
Breast Cancer
Ms. Coleman is Consultant, Breast
Center Development, Tiburon, CA.
No clinical trial has compared CBE alone with a no-screening condition, and
evidence demonstrating that mammography alone reduces breast cancer mortality Dr. Dolan is Division Chief, Wom-
en’s Primary Healthcare, University
makes it highly unlikely that a trial of CBE alone will ever be conducted.1 of North Carolina School of Medi-
As discussed in the accompanying literature review,2 CBE detects some cancers cine, Chapel Hill, NC.
not found by mammography, although the magnitude of its contribution to the Ms. Gaumer is Nurse Consultant
early detection of breast cancers among asymptomatic women is relatively small.3– 6 for Quality Assurance, Georgia De-
In addition, CBE may be important for women who do not receive regular partment of Human Resources, Sa-
vannah, GA.
mammograms, either because mammography is not recommended (ie, women
aged 40 and younger) or because some women do not receive screening mam- Dr. Kopans is Director, Breast Im-
aging Division, Massachusetts Gen-
eral Hospital, Boston, MA.

Volume 54 Y Number 6 Y November/December 2004 327


CBE Recommendations

Dr. Kutner is Chair, Breast Cancer mography consistent with recom- women aged 40 to 49 years and annually be-
Task Force of Northern California
mended guidelines.7–9 Furthermore, ginning at 50 years of age.
Kaiser Permanente, and Surgeon,
Santa Teresa Medical Center, San CBE’s contribution to women’s Several international groups also recom-
Jose, CA. health may extend beyond its ability mend CBE. The Canadian Task Force on Pre-
Dr. Lane is Associate Dean, Continu- to identify previously undetected pal- ventive Health Care recommends CBE every 1
ing Medical Education, and Distin- pable masses. Specifically, CBE pre- to 2 years among women aged 50 to 69.14 The
guished Service Professor, Vice Chair
sents an opportunity for health care Scottish Intercollegiate Guidelines Network
and Residency Program Director, De-
partment of Preventive Medicine, providers to educate women about and the Royal New Zealand College of Gen-
Stony Brook University School of breast cancer, its symptoms, risk eral Practitioners15 recommend CBE among
Medicine, Stony Brook, NY. factors, and advances in its early de- specific age and breast cancer risk groups. Some
Dr. Lawson is Senior Medical Ad- tection, as well as normal breast com- of these organizations also emphasize the role
visor, Program Services Branch, Di-
position and variability.7 It also lets of CBE in patient education and assisting
vision of Cancer Prevention and
Control, Centers for Disease Control clinicians discuss the benefits and lim- women to become familiar with their own
and Prevention, Atlanta, GA. its of breast self-examination (BSE) breasts.
Dr. Meissner is Chief, Applied and demonstrate BSE for women Other US and international organizations
Cancer Screening Research Branch, who elect to do it. make no specific recommendation either for or
National Cancer Institute, Rock-
ville, MD.
against CBE. The US Preventive Services Task
Recommendations by
Force, for example, following a review of pub-
Ms. Moorman is Chief, Professional Major Organizations
Education Unit, Cancer Detection Sec- lished literature on breast cancer screening,16,17
tion, California Department of Health
Organizations that provide clin- concluded that the evidence is insufficient to
Services, Sacramento, CA. recommend for or against routine CBE alone
ical guidelines and practice policies
Dr. Pennypacker is Professor of to screen for breast cancer. The American Col-
Psychology, University of Florida, for the early detection of breast
and President, Mammatech Corpo- cancer vary in their recommenda- lege of Preventive Medicine,18 the American
ration, Gainesville, FL. tions for CBE. Variation is by age at College of Physicians,19 and American Associ-
Ms. Pierce is Assistant Professor, initiation, breast cancer risk status, ation of Family Practitioners20 do not address
University of Tennessee College of frequency of CBE performance, CBE in their breast cancer screening state-
Nursing, Knoxville, TN. ments.
and the strength of language used to
Ms. Sciandra is Director of Breast
recommend CBE. Some organiza-
Health, American Cancer Society, Use of CBE in the United States
Eastern Division, Loudonville, NY. tions continue to recommend CBE,
Dr. Smith is Director, Cancer
while others make no recommen- In practice, CBE is a common component
Screening, American Cancer Soci- dation regarding CBE for breast of current breast cancer screening and is per-
ety, Atlanta, GA. cancer screening among asymptom- formed extensively across the United States.
Dr. Coates is Associate Director for atic women (Table 1). For example, Screening trends assessed by the National
Science, Division of Cancer Preven- the revised 2003 guidelines of the
tion and Control, Centers for Dis- Health Interview Survey found that, by 1992,
ease Control and Prevention,
American Cancer Society recom- 90% of women aged 40 or older had ever
Atlanta, GA. mend CBE as part of a periodic received a CBE (per the self-reported data),
This article is available online at health examination, preferably at and 50% of women aged 40 or older had re-
http://CAonline.AmCancerSoc.org least every 3 years for women in ceived a CBE in the previous year.21 More
their 20s and 30s and annually recent data (also from self-reports) from the
among asymptomatic women aged Behavioral Risk Factor Surveillance System, a
40 years or older.7 The Susan G. Komen Breast state survey system of health risk behaviors,
Cancer Foundation also recommends CBE at suggest similar levels. Behavioral Risk Factor
least every 3 years among women aged 20 to 39 Surveillance System data from 2000 revealed
and annually beginning at age 40.10 Annual that an overall median across states of 91% of
CBE beginning at age 40 also is recommended women aged 40 years and older had a CBE at
by the American College of Obstetricians and least once.22 Additionally, the National Breast
Gynecologists11 and the American College of and Cervical Cancer Early Detection Program
Radiology.12 The American Medical Associa- (NBCCEDP) is mandated under law to pro-
tion13 recommends CBE every 1 to 2 years for vide both mammography and CBE screening

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CA Cancer J Clin 2004;54:327–344

TABLE 1 Recommendations by Major Health Organizations for the Performance of CBE Among
Asymptomatic Women

Recommendations
Role in Breast
Age (years) Awareness and
Patient/Provider
Organization 20–39 40–49 50 and older Interaction

United States
Government-convened panel
United States Preventive Services No recommendation No recommendation No recommendation Not discussed
Task Force
Professional associations
American College of Obstetricians No recommendation Annually Annually Not discussed
and Gynecologists
American College of Physicians No recommendation No recommendation No recommendation Not discussed
American College of Radiology No recommendation Annually Annually Not discussed
American Medical Association No recommendation Every 1–2 years Annually All medical care decisions
should involve patient/
provider deliberation
American College of Preventive No recommendation No recommendation No recommendation Not discussed
Medicine
American Association of Family No recommendation No recommendation No recommendation Not discussed
Practitioners
Voluntary health organizations
American Cancer Society As part of a periodic As part of a periodic As part of a periodic health Opportunity for women and
health examination health examination examination providers to discuss breast
Preferably at least Preferably annually Preferably annually changes
every 3 years
Susan G. Komen Breast Cancer At least every 3 years Annually Annually Opportunity for women and
Foundation providers to discuss breast
changes
International
Government agency
Canadian Task Force on Preventive No recommendation No recommendation Every 1 to 2 years, women Not discussed
Health Care aged 50 to 69 years
Scottish Intercollegiate Guidelines Annually among high Annually among high Continue more frequent Not discussed
Network risk women risk women screening
Professional association
Royal New Zealand College of No recommendation No recommendation In conjunction with biennial Not discussed
General Practitioners mammography (aged 50
to 74 years)

for the early detection of breast cancer. Now in showed that only 56% regularly performed
its 12th year, the NBCCEDP has provided CBE on women aged 50 to 75 years,24 but in
screening services to uninsured women in all a study of preventive services delivery among
50 states, the District of Columbia, 6 US ter- family practice physicians in Ohio, 85% of
ritories, and 15 American Indian/Alaska Native women aged 50 to 69 years were observed to
organizations, including more than four mil- receive a CBE during well visits.25 Several
lion breast and cervical screening examinations, studies found that the proportion of physicians
and has diagnosed more than 14,000 breast reporting routine performance of CBE varied
cancers.23 Taken together, these results show as a function of specialty.26,27
that large numbers of US women have received
at least one CBE and that many women receive Barriers to High-quality Performance
CBE on a periodic basis.
Studies of physicians vary in the proportions Although CBE generally continues to be rec-
reporting routine performance of CBE. For ommended by many groups as a component of
example, one study of family physicians and comprehensive breast cancer screening and is per-
internists in Long Island community hospitals formed by large numbers of US physicians, the

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CBE Recommendations

way in which it is performed varies consider- although a small proportion—and may be useful
ably.2,28 In the NBCCEDP, reporting is stan- in women for whom mammography is not rec-
dardized, but the method of performing CBE is ommended or who do not receive screening
not.3 The technique has also not been standard- mammography consistent with recommended
ized in most screening trials.1,2 While the sensi- guidelines. CBE is practiced with little standard-
tivity and specificity of CBE were generally ization despite reasonable evidence that perfor-
comparable across the NBCCEDP and screening mance can be improved by training and
trials, these levels of performance are lower than experience. Furthermore, the lack of standardized
what could be achieved with standardization of performance and reporting has limited the avail-
technique and training to that standard. ability of data to address questions about CBE’s
Studies that used well-described, standardized role in breast cancer detection.
methods for performing CBE provide some ev- In this context, the American Cancer Soci-
idence of higher levels of sensitivity in clinical ety, in collaboration with the Centers for Dis-
examination.1,9 Training studies using objective, ease Control and Prevention, initiated a
structured clinical examination have observed planning process to develop recommendations
improvements in performance of CBE tech- for optimizing the performance and reporting
niques and in patient interaction skills.29 Studies of CBE. Providing standards that are based on
using silicone breast models show that both train- existing literature and expert opinion should
ing in CBE technique and experience in detect- lay the foundation for enhancing test sensitivity
ing breast lumps can increase sensitivity for and specificity to the extent possible and pro-
detecting lumps in the models,28,30,31 although vide a valuable tool to assist providers in im-
specificity in many studies declines at higher levels proving test performance and communicating
of sensitivity.2 A study demonstrated that training about test findings within and across specialties.
with silicone breast models increased detection of Such assistance is particularly important in the
known benign lumps in women,32 providing ev- case of breast cancer, where failure to diagnose
idence that detection skills learned using silicone is the primary cause for malpractice claims in
models can be effectively applied to patients. the United States and the second-leading rea-
Despite the potential of training to enhance son for subsequent payments to claimants.37
performance, studies of medical students and Furthermore, enhancing the standardization of
residents reveal low performance scores on ob- CBE performance, combined with more uni-
jective examinations of CBE components, as form interpretation and reporting, will provide
well as low sensitivity and specificity using sil- a basis for gathering much-needed data about
icone breast models.29,33 Medical students’ the nature of CBE’s contribution to earlier
perceptions of their own need for additional detection of breast cancer. Such data are essen-
training and the small number of CBEs they tial to resolving inconsistent practice guidelines
have actually performed illustrate the limits of across organizations and the resulting confusion
current medical school training in the perfor- for women and their health care providers.
mance of CBE.2,29,31,32 Similarly, physicians The process of developing recommenda-
report lack of confidence in their CBE tions for CBE performance and reporting be-
skills34 –36 and indicate high levels of interest in gan with a thorough review of the literature.2
improving them.36 This review covered numerous areas, including
trials and case series reports; standards (or lack
Developing Recommendations for CBE thereof) for performing CBE and reporting re-
Performance and Reporting sults; factors influencing specificity and sensi-
tivity; proficiency of providers in performing
CBE presents an interesting challenge for clin- CBE; the effect of provider training, experi-
ical practice and public health. It is widely prac- ence, and specialty on proficiency; and barriers
ticed, yet concern remains about its effectiveness to performing CBE.
in reducing breast cancer mortality. CBE appears Additionally, to ensure that the full range of
to find some cancers missed by mammography— clinical and public health issues related to CBE

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CA Cancer J Clin 2004;54:327–344

performance and reporting were addressed, in- some areas and a stimulus for follow-up action
terviews were conducted with experts in the in others.
early detection of breast cancer. These experts This report provides detailed descriptions of
identified issues that needed to be addressed to each recommendation, its components, the
understand the contribution of CBE to the de- committee’s rationale for the recommendation,
tection of breast cancer and what would be re- and responsibilities for implementation. The
quired to realize substantial improvements in balance between support from research and
performance and reporting. The issues identified from practical evidence varies across recom-
included the level of evidence supporting CBE as mendations. In general, evidence about CBE,
a screening examination, test characteristics, cur- including its contributions to early detection of
rent practices, interpretation and reporting of re- breast cancer and subsequent reduction in mor-
sults, examiner training, and CBE’s relationship tality as discussed above, as well as factors that
to other screening tests for breast cancer. influence its performance, is limited. As a re-
Based on the research literature and expert sult, several aspects of these recommendations
guidance, a committee was formed of national rely on clinical expertise and practical experi-
and international experts well versed in CBE and ence. Not surprisingly, the committee’s final
its performance and reporting. This committee recommendation is a call for research into par-
was charged with developing recommendations ticular questions that will provide a firmer
for physicians and health organizations that would foundation for decisions about the practice of
enhance CBE performance and reporting. CBE as a component of women’s health care.
Members of the committee conferred in
working groups and as a full committee through
a series of conference calls and a face-to-face RECOMMENDATIONS
meeting held in Atlanta on October 10 and 11,
2002. The committee also worked in concert Recommendations are presented in two areas,
with a related American Cancer Society advisory the clinical breast examination itself and over-
group, the Breast Physical Examination Working coming barriers to performance. Some recom-
Group (one of five working groups within the mendations can be implemented immediately
Breast Cancer Early Detection Guideline Re- within clinical settings, and clinicians are encour-
view).7 Early drafts of the committee’s report aged to lead this effort (Table 2). Others will
were disseminated to a broad range of profes- require partnerships between the clinical com-
sional and public health organizations for review munity and health care organizations to establish
and comment. After comments were compiled systems, increase awareness, and gather necessary
and assessed, modifications were made to the information to achieve outcomes.
report.
The intent of this effort was to provide a
framework for standardization, recognizing BREAST EXAMINATION
that additional detail would be needed in some
areas (eg, development of a lexicon for inter- The premise underlying CBE is that visually
preting and reporting that would be compatible inspecting and palpating of the breast and sur-
with the Breast Imaging Reporting and Data rounding tissue can detect breast abnormalities.
System, development of a sample reporting CBE was considered by the committee to in-
form) and that implementation of some recom- clude a continuum of integrally related com-
mendations would require additional efforts in- ponents, from the examination itself, to
volving collaboration among organizations and interpretation and reporting of findings, to pa-
supplemental funding. Identification of pro- tient follow up. The recommendations for per-
cesses and funding for implementation were formance in this report represent general
beyond the scope of the committee’s work. standards that can be immediately disseminated
The committee envisioned that the report and adopted based on current evidence. Al-
would provide a tool for immediate action in though these recommendations reflect an im-

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CBE Recommendations

TABLE 2 Summary of CBE Recommendations and Lead Responsibility for Implementation

Lead Responsibility

Research
Health care sponsoring
Clinicians organizations organizations

CBE
The examination
Adopt standards for CBE that include a stepwise progression of elements consisting of ✓
clinical history, visual inspection, and palpation.
Encourage widespread dissemination of standards for CBE. ✓
Interpretation and reporting
Reporting should consist of a summary of relevant portions of a patient’s history and a ✓ ✓
description of whether the CBE is interpreted as normal/negative or abnormal. If
abnormal, include a description of the visual and palpable finding, including changes
in the appearance of skin or nipples, the presence of nipple discharge, the presence
of breast masses or palpable asymmetries, and the presence of palpable lymph
nodes.
Develop a consistent, standardized lexicon and format for documenting the interpretation ✓
and reporting of specific CBE findings.
Follow up
Adopt a standardized approach to follow up that provides continuous care to the patient ✓
until an appropriate resolution of findings is reached. This approach should make use
of all appropriate follow-up options, ensure appropriate timing of subsequent actions,
involve communication and coordination with other providers, and include proper
documentation and tracking.
Overcoming barriers to the implementation of CBE
Examiner training
Develop and promote training systems to improve and maintain the proficiency of those ✓
who perform CBE, and encourage the integration of such systems into basic and
continuing education programs for health care professionals.
Public education
Promote and encourage public education about CBE so that women know what to ✓
expect in the performance of CBE and follow-up care, understand the benefits,
limitations, and potential harms associated with CBE, and become familiar with their
own breast characteristics as well as health practices that might increase the
likelihood of identifying breast abnormalities.
Research and quality improvement
Support and encourage research in key aspects of CBE, particularly questions related to ✓ ✓
characteristics of abnormalities found by CBE, the timing of the examination, training
of examiners (clinicians), reporting systems, and CBE’s contributions to early
detection of breast cancer, and the reduction of morbidity and mortality from this
disease.

portant first step, the committee recognizes the sisting of clinical history, visual inspec-
need for more detailed practice algorithms and tion, and palpation.
for reporting forms that have been tested. Ef- Lead responsibility for implementation: cli-
forts to develop these follow-up tools are cur- nicians.
rently planned. b. Encourage widespread dissemination of
Neither CBE nor mammography is a substi- standards for CBE.
tute for the other as an independent examination Lead responsibility for implementation: health
for detecting breast abnormalities. When a suspi- care organizations.
cious mass is found on CBE, it must be evaluated Studies have assessed the influence of test
and explained even if mammography examina- characteristics (such as search pattern, palpa-
tion does not show an abnormality. tion, pressures, duration), patient characteristics
1. The Examination: (such as tissue density, and nodularity), and
a. Adopt standards for CBE that include a tumor characteristics (such as size, depth, mo-
stepwise progression of elements con- bility) on the CBE’s sensitivity and specificity.2

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CA Cancer J Clin 2004;54:327–344

CBE techniques have been described and illus- Y Ask about any breast changes and how
trated in several recent reviews;1,2,38 figures they were identified. This includes changes
from one of these reviews are used to illustrate in appearance of skin or nipples, presence
the recommendations presented here (Figures of lumps, pain (focal versus general and
1–3).1 These studies provide some basis for constant versus cyclic), itching, or staining
recommendations concerning the specific way of garments or bed sheets that would indi-
CBE is performed. Not all aspects of visual cate spontaneous nipple discharge.
inspection and palpation have been studied in Y Assess risk by asking about age and per-
controlled settings, however, and thus the fol- sonal history, including benign breast dis-
lowing recommendations rely in part on the ease, biopsy, cancer, cosmetic or other
clinical expertise of the committee and the breast surgery, history of hormonal ther-
premise that visual inspection and palpation of apy, and/or oral contraceptive use, obstet-
every area of the breast and surrounding tissue ric history, family history, and health
will lead to identification of more breast masses. promotion habits (eg, exercise, nutrition).
Clinicians are encouraged to adopt and imple-
ment the following standards for performance Visual Inspection
of the CBE examination. Efforts to encourage
widespread dissemination of these standards must Once the clinical history has been com-
be implemented as a partnership between clini- pleted, the patient’s breasts should be visually
cians and health care organizations. inspected. To minimize awkwardness and po-
tential misunderstandings, providers should in-
Clinical History form women in advance that a visual inspection
will be performed and describe what is being
A clinical history that identifies the patient’s assessed during this part of the examination.
personal and family health history is useful in The patient should sit with her hands pushing
assessing risk of breast cancer. Some women tightly on her hips. This position contracts the
will not report symptoms until asked, and a pectoralis major muscles and enhances identi-
clinical history provides an important opportu- fication of asymmetries. Although adding mul-
nity to seek out this information. This health tiple positions (eg, hands over head and hands
history can direct attention to potentially rele- at sides) may further assist identification of
vant symptoms and provides important context asymmetries, it does not add substantively to
for interpreting findings. The clinical guide- the single position recommended and may re-
lines and policy statements of many organiza- duce time devoted to palpation. When con-
tions concerning the performance of screening ducting the visual inspection, the provider
CBE emphasize the importance of a woman’s must view the breasts from all sides and should:
individual risk for breast cancer.15 Further- Y Assess symmetry in breast shape or contour
more, information on clinical history can help (subtle changes or differences),2,38,39 and
guide follow up. The clinical history also pro- Y Assess skin changes, particularly any skin ery-
vides an opportunity for the provider to ex- thema, retraction or dimpling, and nipple
plain the benefits and limitations of the changes.2,38,39 Physical signs associated with
examination, its elements, the time involved, advanced breast cancer have been summa-
and the related events that occur after the ex- rized using the acronym BREAST, signify-
amination (interpretation, reporting, and fol- ing Breast mass, Retraction, Edema, Axillary
low up). mass, Scaly nipple, and Tender breast.38
The clinical history should: If the clinician is seeing the patient on a
Y Identify screening practices for breast regular basis, visual inspection allows the mon-
health, when they were performed, and itoring of changes in appearance over time
results. These practices include breast self- when observations are compared with previ-
examination (BSE), prior CBE, and prior ously documented examination. Visual inspec-
screening and diagnostic mammograms. tion takes only a short amount of time, with the

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CBE Recommendations

FIGURE 1 Position of Patient and Direction of Palpation for the CBE.


The top figure shows the lateral portion of the breast, and the bottom picture shows the medial portion of the breast. Arrows
indicate the vertical strip pattern of examination. (Reprinted with permission from Barton MB, Harris R, Fletcher SW.1)

remainder of the examination spent predomi- ten the breast tissue on the chest wall,
nately on palpation. thereby reducing the thickness of the
breast tissue being palpated (Figure 1). If
Palpation this maneuver does not result in a rela-
tively even distribution of breast tissue, the
Following the visual inspection, the exam- breast should be further centralized by
iner palpates each breast and nearby lymph placing a small pillow under the shoulder/
nodes. To minimize awkwardness and the po- lower back on the side of the breast being
tential for misunderstanding, providers should examined. The tissue being examined
inform women in advance that palpation will needs to be as thin as possible over the
be performed and describe what is being as- chest wall. The examiner must be able to
sessed during this part of the examination. Pal- see the full palpation area.
pation provides an opportunity for discussion Y Perimeter: All breast tissue falls within a
of the normal variability of breast characteristics pentagon shape (as opposed to the tradi-
and the importance of women becoming fa- tional perception of the breast as a conical
miliar with the characteristics of their own structure). The examiner should use the
breasts. Thoroughness is essential; palpation following landmarks to cover all of this
must examine all breast tissue as well as nearby area: down the midaxillary line, across the
lymph nodes. Appropriate palpation includes inframammary ridge at the fifth/sixth rib,
five key characteristics: up the lateral edge of the sternum, across
Y Position: Patients should be sitting for the clavicle, and back to the midaxilla.
palpation of the axillary, supraclavicular, Y Pattern of search: The full extent of
and infraclavicular lymph nodes. Patients breast tissue should be searched using a
should be lying down for breast palpation, “vertical strip” pattern (Figure 1).2,40 (A
with their ipsilateral hand overhead to flat- systematic analysis demonstrated the supe-

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CA Cancer J Clin 2004;54:327–344

FIGURE 2 Palpation Technique.


Pads of the index, third, and fourth fingers (inset) make small circular motions, as if tracking the outer edge of a dime.
(Reprinted with permission from Barton MB, Harris R, Fletcher SW.1)

riority of the vertical strip search pattern Y Pressure: As each area of tissue is exam-
over concentric circle and radial spoke pat- ined, three levels of pressure should be ap-
terns in thoroughness of coverage, as per- plied in sequence: light, medium, and
formed by women trained in BSE to deep, corresponding to subcutaneous, mid-
examine themselves.40) The search should level, and down to the chest wall (Figure
be initiated at the axilla. If a mastectomy 3). Adapt the palpation to the size, shape,
has been performed, the chest wall, skin, and consistency of tissue, and accommo-
and incision should be included. date pressure to other factors such as breast
Y Palpation: The examiner should use the size and the presence of breast implants.
finger pads of the middle three fingers to pal- Providers sometimes lack confidence per-
pate one breast at a time (Figure forming CBE in women with breast im-
2). Palpate with overlapping dime-sized cir- plants; implants correctly placed are located
cular motions.2,30 Tissue at and beneath the behind the tissue of the breast. Therefore,
nipple should be palpated, not squeezed. the steps for CBE are exactly the same as
Squeezing often results in discharge as well as in women without implants.
discomfort. Only spontaneous discharge war- The duration of the examination is intention-
rants further evaluation.41 Breast tissue in the ally not specified, for several reasons. First, while
upper outer quadrant and under the areola thoroughness is related to time spent performing
and nipple should be thoroughly searched, as CBE, performance time can decrease with in-
these are the two most common sites for creased proficiency. Additionally, a variety of pa-
cancer to arise.42 tient factors, such as breast size, tenderness,

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CBE Recommendations

FIGURE 3 Levels of Pressure for Palpation of Breast Tissue Shown in a Cross-sectional View of the Right Breast.
The examiner should make three circles with the finger pads, increasing the level of pressure (subcutaneous, mid-level,
and down to the chest wall) with each circle. (Reprinted with permission from Barton MB, Harris R, Fletcher SW.1)

lumpiness, body weight, and risk factors, can in- visual and palpable findings, including
fluence the time required to perform a proficient changes in the appearance of skin or
CBE. The committee determined that specifying nipples, the presence of nipple dis-
a uniform time frame would be misleading more charge, the presence of breast masses
often than not and would inappropriately shift the or palpable asymmetries, and the pre-
focus of performance away from proficiency and sence of palpable lymph nodes.
thoroughness. Lead responsibility for implementation: cli-
2. Interpretation and Reporting: nicians and health care organizations.
a. Reporting should consist of a sum- b. Develop a consistent, standardized lexi-
mary of the relevant portions of a pa- con of terms and format for document-
tient’s history and a description of ing the interpretation and reporting of
whether the CBE is interpreted as specific CBE findings.
normal/negative or abnormal. If ab- Lead responsibility for implementation:
normal, include a description of the health care organizations.

336 CA A Cancer Journal for Clinicians


CA Cancer J Clin 2004;54:327–344

The primary function of CBE is to identify recommends further development of a system


abnormalities that warrant further evaluation; that complements the Breast Imaging Reporting
CBE alone is not capable of accurately distin- and Data System and its lexicon developed by the
guishing benign from malignant status. Inter- American College of Radiology. The framework
preting the visual and tactile observations of provided below under Reporting represents an
CBE is complex. A variety of patient charac- initial step in this process and provides immediate
teristics can influence interpretation, including guidance for practice.
age, parity, tissue density and nodularity, Another important byproduct of standardiz-
menopausal status, phase of the ovarian cycle, ing interpretation and reporting is the potential
and health history.2 For example, bloody nip- to provide data for more accurate estimates of
ple discharge during the last trimester of preg- sensitivity and specificity in clinical practice
nancy or the first 3 months of lactation may be settings. Estimates of false-positive and false-
considered a normal physiologic change, but it negative results based on reporting and medical
would be interpreted quite differently in a records data could be used to provide feedback
woman who was not pregnant or lactating. to health care professionals to improve their
Similarly, skin erythema or lymphedema proficiency.
would not necessarily be cause for further eval- Information about the number of cancers first
uation in a woman having recently undergone identified by CBE, particularly as a function of
radiation therapy of the breast but would cer- age and other population characteristics, could
tainly require follow up in a woman without help clarify the role of CBE as a component of
such a history. A more common and difficult early detection and the use of this examination in
challenge involves breast lumpiness or nodular- relationship to other screening modalities.
ity, which varies considerably among women
and over time for the same woman. For exam- Interpretation
ple, increased nodularity might be normal dur-
ing the luteal phase of the menstrual cycle, but Interpretation involves three elements: identi-
at other times it might be cause for further fication of visual and palpable characteristics of
examination. the breasts and lymph nodes; accurate assignment
As with the performance of CBE, no standard of specific, common, descriptive terminology to
system exists for interpreting or reporting CBE each characteristic; and determination of appro-
findings. No standardized terminology exists for priate follow-up actions for identified findings.
describing findings such as degree of nodularity; The interpretation and reporting elements de-
thickening versus a mass; dimpling of skin; or the scribed below provide a general framework for
size, mobility, shape, or consistency of an abnor- identifying all relevant features of a proficient
mality. Thus, even if CBE was performed uni- CBE, describing visual and physical findings, and
formly to its highest potential sensitivity and reporting these findings and follow-up recom-
specificity, differences in interpretation and how mendations. This framework is general, repre-
findings are reported limit its potential benefits in senting an important initial step in the process of
guiding further evaluation and permitting earlier developing a standardized lexicon and patient fol-
treatment of breast cancer. Efforts to improve the low up, as well as a reporting format for CBE.
interpretation of mammography reporting and Describing and interpreting findings can be chal-
subsequent associated management recommen- lenging, as when women have highly nodular
dations have resulted in improvements in accu- breasts, for example. The role of CBE, however,
racy and consistency in those areas, but several is to identify and appropriately describe visual and
studies demonstrate the importance of continued palpable findings; determination of benign or ma-
system refinement and training.43– 45 Standardiza- lignant status can be established only through
tion of interpretation and reporting might yield further evaluation. Clinicians are encouraged to
similar positive effects for CBE. Although devel- adopt and begin implementing this framework
opment of a detailed lexicon for CBE was be- for CBE interpretation and reporting. Develop-
yond the scope of this initiative, the committee ment and implementation of a detailed system, as

Volume 54 Y Number 6 Y November/December 2004 337


CBE Recommendations

well as analysis of reporting data, must be under- Y Visual inspection – describe:


taken as a partnership between clinicians and X Scarring.
health care organizations. X Symmetry of breast shape and appear-
In the most general form, the results of CBE ance of skin and nipple-areolar complex.
can be interpreted in two ways: Y Palpation of lymph node – describe results
Y Normal/Negative: No abnormalities on with respect to:
visual inspection or palpation. X Infra- and supraclavicular nodes.
Y Abnormal: Asymmetrical finding on either X Axillary nodes.
visual inspection or palpation that warrants Y Breast palpation – describe results with re-
further evaluation and possible referral. Find- spect to:
ings will reflect a continuum of possible out- X Nodularity.
comes, from probably benign to highly 䡲 Normal nodularity should not be de-
suspicious of cancer. Determination of be- scribed as a fibrocystic condition.
nign or malignant status, however, can be es-
䡲 Normal cyclic breast tenderness should
tablished only through further evaluation.
not be described as a pathologic
Reporting condition.
X Symmetry.
Reporting should include a description of all X Tenderness (focal versus generalized and
findings in specific and precise language, re- constant versus intermittent).
gardless of interpretation. In the case of a neg- Y Recommended follow up.
ative interpretation, description of findings
provides a baseline for interpreting future re- Abnormal CBE: Abnormal
sults from visual inspection and palpation. In Breast Characteristics
the case of an abnormal interpretation, a de- Y Clinical history – describe:
scription provides an important guide for X Breast screening practices.
follow-up examination. X Breast changes.
Reporting should follow the same se- X Risk factors for breast cancer.
quence as the examination itself. The follow-
X Hormonal factors at time of examination
ing outline directs providers’ attention to
(eg, time in menstrual cycle, pregnancy,
those aspects of the exam that represent
breast feeding, hormonal contraceptives,
unique patient characteristics or abnormali-
hormone therapy).
ties. To the extent possible, electronic re-
Y Visual inspection – describe:
porting should be encouraged to provide
X Contour (skin retraction, dimpling).
compatibility with existing medical records
X Color (erythema).
systems and more efficient analysis of report-
ing trends. Additional research assessing re- X Texture (skin thickening or lymphed-
porting consistency, feasibility, and systems- ema).
related issues should be performed. X Skin retraction or dimpling.
X Nipple scaling or retraction.
Normal/Negative CBE: Normal X Nipple inversion (age of onset during
Breast Characteristics adulthood).
Y Clinical history – describe: X Location of abnormal findings or mass ac-
X Breast screening practices. cording to a clock face as the examiner
X Breast changes. faces the patient, clearly indicating whether
X Risk factors for breast cancer. the abnormality is in the right or left
X Hormonal factors at time of examination breast.
(eg, time in menstrual cycle, pregnancy, X Size/extent of abnormal finding or mass.
breast feeding, hormonal contraceptives, Y Palpation – for each palpable abnormality
hormone therapy). (including breast tissue and infraclavicular,

338 CA A Cancer Journal for Clinicians


CA Cancer J Clin 2004;54:327–344

supraclavicular, and axillary lymph nodes), Follow Up for Normal/Negative CBE


describe:
X Three-dimensional dominant mass or In the case of a normal/negative CBE, a
two-dimensional thickening. repeat CBE at the next screening interval or
䡲 Location in three dimensions (subcuta- preventive health examination is the appropri-
neous, midlevel, next to chest wall, ate follow up. Descriptive findings from the
and according to a clock face as the normal/negative CBE should serve as the base-
examiner faces the patient). line for the next interval CBE.
䡲 Size.
䡲 Shape (round, oblong, irregular, lobu- Follow Up for Abnormal CBE
lar 关having one to four rounded or
curved extensions from a central
In the case of an abnormal CBE:
mass兴).
Y The provider should not discount an ab-
䡲 Mobility (mobile, fixed to skin or
normal CBE because of a negative mam-
chest wall).
mogram or other imaging examination.
䡲 Consistency (soft, similar to surround-
Y Providers must follow up all conflicting or
ing breast tissue, hard).
abnormal findings to satisfactory resolution
䡲 External texture (smooth, irregular
using the actions outlined below.
关having bumps distributed over the ex-
Y All referrals must ensure that a copy of the
ternal surface of the mass兴).
CBE report is provided to specialists per-
X Nipple discharge.
forming follow-up imaging to assist in ex-
䡲 Spontaneous.
amination and interpretation.
䡲 Color.
One or more of the following follow-up
䡲 Number of involved ducts.
options are available:
䡲 Right or left breast, or both.
Y Repeat CBE.
Y Recommended follow up.
Y Medical management of probably benign
3. Follow Up:
condition.
Adopt a standardized approach to follow
Y Referral to a breast specialist.
up that provides continuous care to the
Y Imaging (ultrasound, mammography, mag-
patient until an appropriate resolution of
netic resonance imaging).
findings is reached. This approach should
Y Aspiration.
make use of all appropriate follow-up op-
Y Biopsy (percutaneous or excisional).
tions, ensure appropriate timing of subse-
quent actions, involve communication and
Timing
coordination with other providers, and in-
clude proper documentation and tracking.
Lead responsibility for implementation: health The timing of follow-up actions must be
care organizations. appropriate to the findings and should be de-
signed to minimize patient burden and psycho-
The final but equally important component logical stress. For women aged 40 and older, a
of the CBE is follow up; different types of repeat CBE in the case of negative findings will
findings will require different follow-up ac- likely occur as part of the woman’s regular
tions, but appropriate follow up is essential. preventive health care. Among women aged 40
The committee recommends the following ba- and younger with a negative CBE, this interval
sic approach for follow up, supplemented by may be longer. In the case of abnormal find-
more detailed follow-up algorithms appropri- ings, follow up should take place at a shorter
ate to the provider’s profession and unique interval, at least within 6 months and usually
health care system. within a shorter time frame.

Volume 54 Y Number 6 Y November/December 2004 339


CBE Recommendations

Coordination Training Components

Didactic Presentation
If follow up is necessary, examiners may
need to work with other care providers, in- Training should include a didactic presenta-
cluding radiologists, oncologists, surgeons, tion that:
and other breast health specialists. Clear Y Provides basic information on the anatomy
communication about follow up and effec- and physiology of the breast.
tive coordination of any follow-up actions Y Provides the rationale for performing CBE
are essential. through background information on breast
health and disease.
Tracking to Ensure That Follow Up Has Occurred
Y Identifies and describes elements of standard
CBE— clinical history, visual inspection, pal-
Appropriate tracking must be in place to
pation, interpretation and reporting, and
ensure that follow up has occurred. This in- follow-up of abnormal results to resolution.
volves making adequate documentation, re-
minders to resolve outstanding issues or patient Visual Presentation
questions, having a system for patient callback
and reminders, and taking actions to obtain Training also should include a visual, real-
patient feedback. time CBE performance— either a video or
demonstration—so that trainees can see correct
CBE techniques.
OVERCOMING BARRIERS TO THE PERFORMANCE
Practice and Feedback
OF CBE
Finally, and no doubt most important, trainees
The recommendations forwarded by the should have an opportunity to practice CBE skills
committee to address barriers to proficient and to obtain feedback from experienced exam-
CBE focus on examiner training, public edu- iners. This skills-building element should involve
cation, and research and quality improvement. the use of high-quality silicone models and, if
4. Examiner Training: possible, instructors posing as patients. Live mod-
Develop and promote training systems to els provide a more realistic clinical experience,
improve and maintain the proficiency of allow training in components of CBE beyond
those who perform CBE, and encourage palpation, provide palpation experience with
the integration of such systems into basic breast tissue, and can provide valuable feedback
and continuing education programs health about provider-patient interactions. If instructors
care professionals. are not available to pose as patients during the
Lead responsibility for implementation: health initial training, training programs should develop
care organizations. a plan for ensuring that trainees are given skills
practice on live models with feedback in the near
CBE training should build on existing training future. Training also must include measuring and
programs designed to improve CBE proficiency demonstrating adequate levels of sensitivity and
and include the components described below. In specificity of lump detection.
addition, training programs should be made more
Training Characteristics
available, and these programs integrated into
medical and nursing school curricula, programs Training Should Be Flexible to Accommodate
for residents and fellows, and continuing medical Diverse Settings and Trainee Needs
and nursing education. Expanding the availability
of training will require collaborative efforts Training programs should be tailored to suit
among clinicians, health organizations, and the a variety of settings, including basic medical
community. education, residency, fellowship, nursing edu-

340 CA A Cancer Journal for Clinicians


CA Cancer J Clin 2004;54:327–344

cation, and continuing medical education. Training of Trainers Should Have Four
Training in all three components—the exami- Core Elements
nation, interpretation and reporting, and fol-
low up—may not be possible to complete in The four core elements of training should
one session or a brief series of sessions. It may be:
be more effective in some cases to divide train- Y Teaching all components of CBE.
ing into phases so that examiners can improve Y Encouraging consistent performance of a
their skills in each component through succes- standardized exam as necessary for provid-
sive sessions. ing a quality CBE.
Y Providing the necessary information for in-
Participation in Training Should Be terpreting CBE findings.
Incentive Based Y Teaching new skills and improving exist-
ing skills.
Training and retraining programs need to 5. Public Education
provide incentives for health care professionals Promote and encourage public education
to participate, such as continuing education about CBE so that women:
units, information and skills for clinicians, and a. Know what to expect in the perfor-
certification that might reduce the clinician’s mance of CBE and follow-up care.
risk of successful malpractice claims. b. Understand the benefits, limitations,
and potential harms associated with
Training Should Offer General Guidance on CBE.
Follow Up That Focuses on Resolution c. Become familiar with their own breast
of Findings characteristics as well as health practices
that might increase the likelihood of
The level of detail in instruction about appro- identifying breast abnormalities.
priate follow up may vary across the trainee’s Lead responsibility for implementation: health
profession and the setting. The fundamental care organizations.
training principle is that providers must follow the Many women are not aware that many
patient to resolution or refer her to another health health organizations recommend CBE in ad-
care professional, depending on the complexity of dition to regular mammograms, and most do
not know what to expect in a CBE. Being
the problem. Within established standards of care,
informed and educated will help women be-
algorithms that are appropriate to the examiner’s
come active partners with their provider in
health care system/institution can direct specific
their own health care decisions. Professional
actions.
organizations play a valuable role in influenc-
ing their members to follow current guide-
Sponsoring Institutions Should Develop lines as a component of comprehensive breast
Strategies to Increase the Number of cancer screening. Public education messages
Qualified Trainers about CBE should be part of a wider effort to
promote informed health care decision-
As the demand for CBE training grows, we making among women. Messages should be
must ensure that a sufficient supply of qualified simple, clear, and tailored to different groups of
trainers is available. Furthermore, because CBE women, if possible. CBE is an opportunity for
is a tactile skill and didactic instruction alone is dialogue between women and their providers and
insufficient, institutions will need to help po- should parallel education about the importance of
tential instructors become skilled at behavioral women understanding their own normal breast
and skill-based teaching techniques, including characteristics.
providing constructive and motivating feed- Public education efforts should convey the
back. following messages:

Volume 54 Y Number 6 Y November/December 2004 341


CBE Recommendations

Y Why CBE can be important. 䡲 These women should be screened as


X It contributes to the detection of palpa- part of a periodic health examination
ble breast cancers and other breast ab- according to screening guidelines.
normalities. 䡲 These women might expect increased
X It offers a test for detecting palpable breast tenderness and nodularity.
breast cancers at an earlier stage of pro- 6. Research and Quality Improvement
gression; it adds to, but does not replace, Support and encourage research in key as-
mammography. pects of CBE, particularly questions re-
X However, its contribution to the detec- lated to characteristics of abnormalities
tion of breast cancer among asymptom- found by CBE, the timing of the exam,
atic women is relatively small. Not all training of examiners (clinicians), reporting
organizations recommend CBE. systems, and CBE’s contributions to early
Y What should be expected in a proficient detection of breast cancer and the reduc-
CBE. tion of morbidity and mortality from the
X Components include careful visual in- disease.
spection and palpation of the breast and Lead responsibility for implementation: health
lymph nodes. care organizations and research sponsoring
X It provides a trained examination and an organizations.
opportunity for patient/provider interac- The evidence regarding many aspects of CBE
tion about breast health. is insufficient. Standardized performance, report-
Y What should happen if an abnormality is ing, and follow up, combined with reporting and
identified. surveillance systems, could provide the founda-
X Follow up should be conducted to an tion for assessing the relative contributions of
appropriate resolution. CBE to the earlier detection of breast cancer.
X Follow up is required for an abnormal Such information may enable more accurate es-
CBE regardless of the results from the timates of sensitivity and specificity of CBE in
mammogram. clinical practice settings. Information about the
Y What a woman can do to improve the number of cancers first identified by CBE, par-
quality of her CBE. ticularly as a function of age and other population
X Provide a complete history. characteristics, could help clarify the role of this
X Adhere to a schedule of appointments. examination as a component of early detection
Y When screening CBE should be per- and the most effective use of CBE relative to
formed. other screening modalities. Such data might also
X Premenopausal women. be used to assess the costs and benefits of CBE as
䡲 These women should be screened as an early detection test. This type of information is
part of a periodic health examination essential to resolving the confusion engendered
according to screening guidelines. by having disparate practice guidelines across or-
䡲 If possible, screening should be a week ganizations. Furthermore, such data could pro-
or two after a woman’s period to vide the basis for further enhancements in
avoid breast tenderness and shortly be- training providers to be proficient in CBE.
fore her mammogram. Research Needs:
X Postmenopausal women. Y CBE characteristics.
䡲 These women should be screened X Sensitivity and specificity.
as part of a periodic health examina- 䡲 In clinical practice.
tion according to screening guide- 䡲 Among women at different ages (pre-
lines. menopausal, perimenopausal, postmeno-
䡲 If possible, screening should be shortly pausal).
before a woman’s mammogram. X Method of initial detection of abnormal-
X Pregnant and breastfeeding women. ities.

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CA Cancer J Clin 2004;54:327–344


CBE, mammography, BSE. that these recommendations are a first step in

By woman, partner, provider. an incremental process of change and that
X Characteristics of masses identified. many organizations and groups should be
䡲 Size, shape, consistency, mobility, ex- involved in defining and conducting such a
ternal texture. process. Rather than develop a set of detailed
X Timing. algorithms and recommended procedures,
䡲 Effect of examination performance at the members chose to articulate a smaller
different times of the menstrual cycle group of general recommendations that em-
on sensitivity and specificity. body several key themes and principles. In
䡲 Effect of dissociating CBE from other addition to appearing in this publication,
screening modalities for breast cancer. these recommendations and accompanying
Y CBE training. text have been distributed to a wide range of
X Components of optimal training.
stakeholders and interested parties to serve as
X Optimal frequency.
a catalyst for further discussion and action.
X Systems for integrating CBE training
These recommendations provide a strong
with other medical/health care training.
foundation for informing clinical practice,
X Characteristics of effective trainers.
professional training, public education, and
X Measurement of training effectiveness.
research efforts.
Y CBE reporting systems.
X Acceptability of using a uniform or stan-
dardized lexicon for reporting. ACKNOWLEDGEMENTS
X Feasibility of expanding medical records
or registry databases to include informa- The authors express their appreciation to
tion about detection of breast abnormali- Anne Rodgers, under contract to Manage-
ties by CBE. ment Solutions for Health, Inc, for technical
Y Contribution to the earlier detection of writing prior to and during the CBE com-
breast cancer and reductions in breast mittee meeting and to Connie Lim, Ameri-
cancer mortality. can Cancer Society, for administrative
assistance. Support for this project was pro-
CONCLUSION vided by the American Cancer Society and
the Centers for Disease Control and Preven-
CBE can contribute to the ability of health tion. Management Solutions for Health, Inc.
care professionals and women to detect some provided facilitation and report development
breast cancers and should lead to appropriate services under contract to the American
follow-up care. The committee recognizes Cancer Society.

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344 CA A Cancer Journal for Clinicians

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