Tips

Medial-compartment partial knee arthroplasty (unicompartmental replacement) is an accepted surgical intervention for anteromedial osteoarthritis of the knee.1 The radiographic investigations required in the workup of these patients should include weight-bearing standing anteroposterior (AP), lateral, and sunrise (Merchant) views, as well as a valgus stress AP radiograph to assess the functionality of the lateral compartment. The method of properly obtaining the valgus stress film has been well described by the Oxford Group.2 Its recommended radiographic technique requires that a surgeon or a radiologic technologist perform the valgus stress maneuver, manually, while another technologist shoots the film. The 2 consequences of this technique are that it requires 2 individuals to obtain the film, and it subjects the individual who is applying the stress to some level of radiation exposure, which is undesirable. Because of this and the time inconvenience, many surgeons omit the valgus stress radiograph, which can lead to the adverse outcome of missing a lateral compartment that is functionally incompetent, resulting in the potential for early lateral compartment progression of osteoarthritis and the need for revision surgery, usually to a total knee arthroplasty.

In an attempt to mitigate these barriers to obtaining the necessary valgus stress radiograph, Dr. Mauerhan’s team developed a technique that could be done with the assistance of the patient and would require only 1 technologist to perform. Additionally, this project was a quality improvement initiative, because it lowered radiation exposure to all personnel involved in obtaining the correct films.

Materials and Methods

We initiated the project using weight-bearing strategies to impart the valgus stress view of the knee. After trying several different wedges and blocks, and varying patient instructions, we realized a different approach to this problem would be required to find an acceptable solution. We redirected our efforts to effectively performing the stress view with the patient in a supine position on the radiograph table. Ultimately, we decided that a much stiffer wedge and a denser object to squeeze would facilitate obtaining a proper film. Considering all available options, a youth size 4 soccer ball (diameter, 11 in) was introduced along with a slightly larger positioning wedge. The soccer ball was wrapped with 4-in Coban wrap (3M) to create a nonslip surface. This change in patient positioning, along with a standardized 7º to 10º cephalic radiographic tube angulation, helped to correct issues with tibial plateau visualization. Once these changes were enacted, we obtained fairly consistent positive results, and we instituted this patient-directed valgus stress view of the knee, along with a manual valgus stress view for comparison.

The protocol for obtaining the patient-directed valgus stress view of the knee is as follows: The patient lays supine with a dense 45º spine-positioning wedge (Burlington Medical Supplies) placed under both knees and the patient’s heels on the examining table. The radiographic tube is angled cephalad 7º to 10º centered on the inferior pole of the patella, using a 40-in source to image-receptor distance, collimated to part; the image receptor is placed under the affected knee, below the positioning wedge. The affected knee is rotated to the “true” AP position (the patella will be centered between the femoral condyles on the AP exposure), and the ball is placed between the patient’s legs just above the ankle joint. The technologist demonstrates to the patient how to squeeze the ball while maintaining contact of heels with the table. The technologist can exit the room and obtain the exposure, which is taken while the patient is squeezing the ball, as shown in Figures 1A and 1B. Examples of the standing AP, manual stress, and patient-directed valgus radiographs are shown in Figures 2A-2C. The entire technique is demonstrated in the Video.

Vidyard Video

 

 

Results

During the 9 months of this quality improvement project, 78 examinations were performed. Five studies did not show complete correction of the varus deformity. Of these, 3 showed complete correction on a manual valgus stress radiograph, and 2 did not, contraindicating the use of partial knee replacement. Three patients displayed collapse of the lateral compartment, indicating a nonfunctional lateral compartment, and, therefore, were also a contraindication to partial knee arthroplasty. The remaining 70 patients had identical radiographic results with both the manual and patient-directed valgus stress tests. There was no instance of examination failure or need to repeat as a result of difficulty of the examination for the patient. Repeat films because of positioning errors were very rare, usually early in the learning curve, and no more prevalent than when using the manual stress method. The technique was reproducible and easy to teach and adopt.

 

 

Discussion

In total, 73 patients (93.5%) with the patient-directed stress film showed the desired result, either correction of the medial compartment narrowing in conjunction with an intact lateral compartment or narrowing of the lateral compartment. Of the 5 patients (6.5%) whose patient-directed stress films did not show correction of the varus deformity, 3 patients displayed correction with a manually applied stress radiograph and 2 did not. Based on this observation, our recommendation would be for those patients who do not show adequate correction on the patient-directed stress radiograph to have a manual examination to establish the presence or absence of the desired correction.

Performing a valgus stress radiograph is an integral part of the investigation to determine if the patient is an appropriate candidate for partial knee arthroplasty.3 The historical, manually performed valgus stress radiograph requires 2 individuals, 1 to apply the stress with the patient on the table and 1 to shoot the exposure. For the individual or individuals applying this stress, there is an increased radiation exposure that would be undesirable over a long career. The authors developed a new technique using a commercially available spinal positioning wedge and 11-in youth soccer ball wrapped with Coban wrap, as described, which is economical and easy to obtain and use in the clinical setting. We believe this cost-effective method will offer surgeons who perform partial knee arthroplasty a novel method to obtain the important information gleaned from the valgus stress radiograph and to improve surgical outcomes through the preoperative assessment of the lateral compartment. Additionally, as a quality and safety improvement initiative, we believe this technique will reduce radiographic exposure for those performing these studies, and, because the examination can be carried out by a single technologist, it will significantly improve efficiency in the radiology suite.

Conclusion

We have developed a new method of obtaining the important valgus stress radiograph as part of the workup of patients with medial-compartment osteoarthritis of the knee. The technique can be performed with easily obtainable, commercially available products and is reliable 93.5% of the time. It also adds to the efficiency of the radiology suite and reduces radiographic exposure for technologists.

Medial-compartment partial knee arthroplasty (unicompartmental replacement) is an accepted surgical intervention for anteromedial osteoarthritis of the knee.1 The radiographic investigations required in the workup of these patients should include weight-bearing standing anteroposterior (AP), lateral, and sunrise (Merchant) views, as well as a valgus stress AP radiograph to assess the functionality of the lateral compartment. The method of properly obtaining the valgus stress film has been well described by the Oxford Group.2 Its recommended radiographic technique requires that a surgeon or a radiologic technologist perform the valgus stress maneuver, manually, while another technologist shoots the film. The 2 consequences of this technique are that it requires 2 individuals to obtain the film, and it subjects the individual who is applying the stress to some level of radiation exposure, which is undesirable. Because of this and the time inconvenience, many surgeons omit the valgus stress radiograph, which can lead to the adverse outcome of missing a lateral compartment that is functionally incompetent, resulting in the potential for early lateral compartment progression of osteoarthritis and the need for revision surgery, usually to a total knee arthroplasty.

In an attempt to mitigate these barriers to obtaining the necessary valgus stress radiograph, Dr. Mauerhan’s team developed a technique that could be done with the assistance of the patient and would require only 1 technologist to perform. Additionally, this project was a quality improvement initiative, because it lowered radiation exposure to all personnel involved in obtaining the correct films.

Materials and Methods

We initiated the project using weight-bearing strategies to impart the valgus stress view of the knee. After trying several different wedges and blocks, and varying patient instructions, we realized a different approach to this problem would be required to find an acceptable solution. We redirected our efforts to effectively performing the stress view with the patient in a supine position on the radiograph table. Ultimately, we decided that a much stiffer wedge and a denser object to squeeze would facilitate obtaining a proper film. Considering all available options, a youth size 4 soccer ball (diameter, 11 in) was introduced along with a slightly larger positioning wedge. The soccer ball was wrapped with 4-in Coban wrap (3M) to create a nonslip surface. This change in patient positioning, along with a standardized 7º to 10º cephalic radiographic tube angulation, helped to correct issues with tibial plateau visualization. Once these changes were enacted, we obtained fairly consistent positive results, and we instituted this patient-directed valgus stress view of the knee, along with a manual valgus stress view for comparison.

The protocol for obtaining the patient-directed valgus stress view of the knee is as follows: The patient lays supine with a dense 45º spine-positioning wedge (Burlington Medical Supplies) placed under both knees and the patient’s heels on the examining table. The radiographic tube is angled cephalad 7º to 10º centered on the inferior pole of the patella, using a 40-in source to image-receptor distance, collimated to part; the image receptor is placed under the affected knee, below the positioning wedge. The affected knee is rotated to the “true” AP position (the patella will be centered between the femoral condyles on the AP exposure), and the ball is placed between the patient’s legs just above the ankle joint. The technologist demonstrates to the patient how to squeeze the ball while maintaining contact of heels with the table. The technologist can exit the room and obtain the exposure, which is taken while the patient is squeezing the ball, as shown in Figures 1A and 1B. Examples of the standing AP, manual stress, and patient-directed valgus radiographs are shown in Figures 2A-2C. The entire technique is demonstrated in the Video.

Vidyard Video

 

 

Results

During the 9 months of this quality improvement project, 78 examinations were performed. Five studies did not show complete correction of the varus deformity. Of these, 3 showed complete correction on a manual valgus stress radiograph, and 2 did not, contraindicating the use of partial knee replacement. Three patients displayed collapse of the lateral compartment, indicating a nonfunctional lateral compartment, and, therefore, were also a contraindication to partial knee arthroplasty. The remaining 70 patients had identical radiographic results with both the manual and patient-directed valgus stress tests. There was no instance of examination failure or need to repeat as a result of difficulty of the examination for the patient. Repeat films because of positioning errors were very rare, usually early in the learning curve, and no more prevalent than when using the manual stress method. The technique was reproducible and easy to teach and adopt.

 

 

Discussion

In total, 73 patients (93.5%) with the patient-directed stress film showed the desired result, either correction of the medial compartment narrowing in conjunction with an intact lateral compartment or narrowing of the lateral compartment. Of the 5 patients (6.5%) whose patient-directed stress films did not show correction of the varus deformity, 3 patients displayed correction with a manually applied stress radiograph and 2 did not. Based on this observation, our recommendation would be for those patients who do not show adequate correction on the patient-directed stress radiograph to have a manual examination to establish the presence or absence of the desired correction.

Performing a valgus stress radiograph is an integral part of the investigation to determine if the patient is an appropriate candidate for partial knee arthroplasty.3 The historical, manually performed valgus stress radiograph requires 2 individuals, 1 to apply the stress with the patient on the table and 1 to shoot the exposure. For the individual or individuals applying this stress, there is an increased radiation exposure that would be undesirable over a long career. The authors developed a new technique using a commercially available spinal positioning wedge and 11-in youth soccer ball wrapped with Coban wrap, as described, which is economical and easy to obtain and use in the clinical setting. We believe this cost-effective method will offer surgeons who perform partial knee arthroplasty a novel method to obtain the important information gleaned from the valgus stress radiograph and to improve surgical outcomes through the preoperative assessment of the lateral compartment. Additionally, as a quality and safety improvement initiative, we believe this technique will reduce radiographic exposure for those performing these studies, and, because the examination can be carried out by a single technologist, it will significantly improve efficiency in the radiology suite.

Conclusion

We have developed a new method of obtaining the important valgus stress radiograph as part of the workup of patients with medial-compartment osteoarthritis of the knee. The technique can be performed with easily obtainable, commercially available products and is reliable 93.5% of the time. It also adds to the efficiency of the radiology suite and reduces radiographic exposure for technologists.

Medial-compartment partial knee arthroplasty (unicompartmental replacement) is an accepted surgical intervention for anteromedial osteoarthritis of the knee.1 The radiographic investigations required in the workup of these patients should include weight-bearing standing anteroposterior (AP), lateral, and sunrise (Merchant) views, as well as a valgus stress AP radiograph to assess the functionality of the lateral compartment. The method of properly obtaining the valgus stress film has been well described by the Oxford Group.2 Its recommended radiographic technique requires that a surgeon or a radiologic technologist perform the valgus stress maneuver, manually, while another technologist shoots the film. The 2 consequences of this technique are that it requires 2 individuals to obtain the film, and it subjects the individual who is applying the stress to some level of radiation exposure, which is undesirable. Because of this and the time inconvenience, many surgeons omit the valgus stress radiograph, which can lead to the adverse outcome of missing a lateral compartment that is functionally incompetent, resulting in the potential for early lateral compartment progression of osteoarthritis and the need for revision surgery, usually to a total knee arthroplasty.

In an attempt to mitigate these barriers to obtaining the necessary valgus stress radiograph, Dr. Mauerhan’s team developed a technique that could be done with the assistance of the patient and would require only 1 technologist to perform. Additionally, this project was a quality improvement initiative, because it lowered radiation exposure to all personnel involved in obtaining the correct films.

Materials and Methods

We initiated the project using weight-bearing strategies to impart the valgus stress view of the knee. After trying several different wedges and blocks, and varying patient instructions, we realized a different approach to this problem would be required to find an acceptable solution. We redirected our efforts to effectively performing the stress view with the patient in a supine position on the radiograph table. Ultimately, we decided that a much stiffer wedge and a denser object to squeeze would facilitate obtaining a proper film. Considering all available options, a youth size 4 soccer ball (diameter, 11 in) was introduced along with a slightly larger positioning wedge. The soccer ball was wrapped with 4-in Coban wrap (3M) to create a nonslip surface. This change in patient positioning, along with a standardized 7º to 10º cephalic radiographic tube angulation, helped to correct issues with tibial plateau visualization. Once these changes were enacted, we obtained fairly consistent positive results, and we instituted this patient-directed valgus stress view of the knee, along with a manual valgus stress view for comparison.

The protocol for obtaining the patient-directed valgus stress view of the knee is as follows: The patient lays supine with a dense 45º spine-positioning wedge (Burlington Medical Supplies) placed under both knees and the patient’s heels on the examining table. The radiographic tube is angled cephalad 7º to 10º centered on the inferior pole of the patella, using a 40-in source to image-receptor distance, collimated to part; the image receptor is placed under the affected knee, below the positioning wedge. The affected knee is rotated to the “true” AP position (the patella will be centered between the femoral condyles on the AP exposure), and the ball is placed between the patient’s legs just above the ankle joint. The technologist demonstrates to the patient how to squeeze the ball while maintaining contact of heels with the table. The technologist can exit the room and obtain the exposure, which is taken while the patient is squeezing the ball, as shown in Figures 1A and 1B. Examples of the standing AP, manual stress, and patient-directed valgus radiographs are shown in Figures 2A-2C. The entire technique is demonstrated in the Video.

Vidyard Video

 

 

Results

During the 9 months of this quality improvement project, 78 examinations were performed. Five studies did not show complete correction of the varus deformity. Of these, 3 showed complete correction on a manual valgus stress radiograph, and 2 did not, contraindicating the use of partial knee replacement. Three patients displayed collapse of the lateral compartment, indicating a nonfunctional lateral compartment, and, therefore, were also a contraindication to partial knee arthroplasty. The remaining 70 patients had identical radiographic results with both the manual and patient-directed valgus stress tests. There was no instance of examination failure or need to repeat as a result of difficulty of the examination for the patient. Repeat films because of positioning errors were very rare, usually early in the learning curve, and no more prevalent than when using the manual stress method. The technique was reproducible and easy to teach and adopt.

 

 

Discussion

In total, 73 patients (93.5%) with the patient-directed stress film showed the desired result, either correction of the medial compartment narrowing in conjunction with an intact lateral compartment or narrowing of the lateral compartment. Of the 5 patients (6.5%) whose patient-directed stress films did not show correction of the varus deformity, 3 patients displayed correction with a manually applied stress radiograph and 2 did not. Based on this observation, our recommendation would be for those patients who do not show adequate correction on the patient-directed stress radiograph to have a manual examination to establish the presence or absence of the desired correction.

Performing a valgus stress radiograph is an integral part of the investigation to determine if the patient is an appropriate candidate for partial knee arthroplasty.3 The historical, manually performed valgus stress radiograph requires 2 individuals, 1 to apply the stress with the patient on the table and 1 to shoot the exposure. For the individual or individuals applying this stress, there is an increased radiation exposure that would be undesirable over a long career. The authors developed a new technique using a commercially available spinal positioning wedge and 11-in youth soccer ball wrapped with Coban wrap, as described, which is economical and easy to obtain and use in the clinical setting. We believe this cost-effective method will offer surgeons who perform partial knee arthroplasty a novel method to obtain the important information gleaned from the valgus stress radiograph and to improve surgical outcomes through the preoperative assessment of the lateral compartment. Additionally, as a quality and safety improvement initiative, we believe this technique will reduce radiographic exposure for those performing these studies, and, because the examination can be carried out by a single technologist, it will significantly improve efficiency in the radiology suite.

Conclusion

We have developed a new method of obtaining the important valgus stress radiograph as part of the workup of patients with medial-compartment osteoarthritis of the knee. The technique can be performed with easily obtainable, commercially available products and is reliable 93.5% of the time. It also adds to the efficiency of the radiology suite and reduces radiographic exposure for technologists.

Blount disease (tibia vara) is an angular tibia deformity that includes varus, increased posterior slope, and internal rotation. This deformity was first described in 1922 by Erlacher1 in Germany. In 1937, Walter Blount2 reported on it in the United States. It is the most common cause of pathologic genu varum in adolescence and childhood.

An oblique incomplete closing wedge osteotomy of the proximal tibial metaphysis was described by Wagner³ for the treatment of unicompartmental osteoarthrosis of the knee in adults. Laurencin and colleagues⁴ applied this technique to the treatment of pediatric tibia vara with favorable results. They spared the medial cortex of the tibia in their incomplete closing wedge osteotomy technique. In each of the 9 cases we treated and describe here, we accidentally completed the tibial osteotomy when attempting the Laurencin technique. Given that the osteotomy was completed, we modified the Laurencin technique by using a 6-hole, 4.5-mm compression plate rather than a 5-hole semitubular plate, and added a large oblique screw from the medial side to compress the osteotomy site and to protect the plate from fracture. In addition, in 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability. In this article, we report the outcomes of correcting adolescent tibia vara with a complete closing wedge tibial osteotomy and an oblique fibular osteotomy.

Materials and Methods

This study was approved by the Institutional Review Board at Pennsylvania State University. Between 2009 and 2012, we performed 9 complete oblique proximal tibial lateral closing wedge osteotomies on 8 patients (2 girls, 6 boys). In each case, the primary diagnosis was Blount disease. One patient also had renal dysplasia and was receiving dialysis. Mean age at time of operation was 15 years (range, 13-17 years). Mean preoperative weight was 215 pounds (range, 119-317 lb). Mean weight gain at follow-up was 4.39 pounds (range, –10 to 19 lb). Mean body mass index (BMI) was 38 (range, 25-48) (Table). All patients had varus angulation of the proximal tibia before surgery. Mean preoperative varus on standing films was 22° (range, 10°-36°). Because of the patients’ size, we used standing long-leg radiographs, on individual cassettes, for each leg.

Surgical Technique

Before surgery, we use paper cutouts to template the osteotomy wedge. We also use perioperative antibiotics and a standard time-out. For visualization of the entire leg for accurate correction, we prepare and drape the entire leg. A sterile tourniquet is used. At the midshaft of the fibula, a 4-cm incision is made, and dissection is carefully carried down to the fibula. Subperiosteal dissection is performed about the fibula, allowing adequate clearance for an oblique osteotomy. The osteotomy removes about 1 cm of fibula, which is to be used as bone graft for the tibial osteotomy. In addition, a lateral compartment fasciotomy is performed to prevent swelling-related complications. The wound is irrigated and injected with bupivacaine and closed in routine fashion.

We then make an inverted hockey-stick incision over the proximal tibia, centered down to the tibial tubercle. After dissecting down to the anterior compartment, we perform a fasciotomy of about 8 cm to accommodate swelling. Subperiosteal dissection is then performed around the proximal tibia. The medial soft tissues are left attached to increase blood supply and healing. During subperiosteal dissection, soft elevators are used to gently retract the lateral soft tissues along with the inferior and posterior structures. We use fluoroscopic imaging to guide the osteotomy as well as screw and plate placement. We use a 6-hole, 4.5-mm compression plate and screws for fixation. The 2 proximal screws of the plate are predrilled in place to allow for application of the plate after completion of the osteotomy. The plate is then rotated out of position on 1 screw, and the osteotomy is identified under fluoroscopy with the appropriate position distal to the second hole of the 6-hole plate.

An oscillating saw and osteotomes are used to perform the oblique osteotomy. The pre-estimated bone wedge is removed. Wedge size is adjusted, if needed. The bone wedge is morselized for bone graft. The osteotomy is then closed, correcting both varus and internal tibial torsion. Our goal is 5° valgus. After correction is obtained, the plate is placed, and the proximal screw is snugly seated. Three cortical screws are placed distally to hold the plate in place under compression mode, and a cancellous screw is placed superiorly at the proximal portion of the plate for additional fixation. The screw placed proximal to the osteotomy site is a fully threaded cortical screw with excellent compression. Correction and proper placement of hardware are verified with fluoroscopy.

The wound is irrigated and injected with bupivacaine. Bone graft is then placed at the osteotomy site. Additional bone graft is placed posteriorly between the osteotomy site and the muscle mass to stimulate additional healing. Another screw is placed obliquely from the medial side across the osteotomy site to provide additional fixation (Figure 1).

Copyright belongs to the authors

A deep drain is placed and connected to bulb suction for 24 hours after surgery. The wound is then closed in routine fashion. In 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability (Figure 2).

Copyright belongs to the authors

Postoperative Care

The incisions are dressed with antibiotic ointment and 4×4-in bandages and then wrapped with sterile cotton under-cast padding. The leg is placed into a well-padded cylinder cast with the knee flexed 10°. The leg is aligned to about 5° valgus. The cast is then split on the side and spread to allow for swelling and to prevent compartment syndrome.⁵ We also use a drain hooked to bulb suction, which is removed 24 hours after surgery. Toe-touch weight-bearing with crutches is allowed immediately after surgery. The cast is removed at 6 weeks, and a hinged range-of-motion knee brace is worn for another 6 weeks. All patients are allowed to resume normal activity after 4 months. In our 2 external-fixator cases, a cast was not used, and toe-touch weight-bearing and knee motion were allowed immediately. The external fixators were removed at about 10 weeks.

Results

Mean postoperative mechanical femoral-tibial angle was 3°, and mean correction was 26° (range, 16°-43°) (Table). Lateral distal femoral angle did not show significant femoral deformity in our sample. Mean medial proximal tibial angle was 74° (range, 63°-79°). In each case, the varus deformity was primarily in the tibia. Mean tourniquet time was 88 minutes (range, 50-119 min). Our complication rate was 11% (1 knee). In our first case, in which we did not use an extra medial screw, the 4.5-mm plate fractured at the osteotomy site 2.5 months after surgery. The 250-pound patient subsequently lost 17° of correction, and valgus alignment was not achieved. Preoperative varus was 25°, and postoperative alignment was 8° varus. This plate fracture led us to use an extra medial screw for additional stability in all subsequent cases and to consider using an external fixator for patients weighing more than 250 pounds. After the first case, there were no other plate fractures. A potential problem with closing wedge osteotomy is shortening, but varus correction restores some length. Mean postoperative leg-length difference was 10 mm (range, 0-16 mm). No patient complained of leg-length difference during the postoperative follow-up.

Eight and a half months after surgery, 1 patient had hardware removed, at the family’s request. No patient experienced perioperative infection or neurovascular damage. Our overall patient population was obese—mean BMI was 38 (range, 25-48), and mean postoperative weight was 219 pounds. Three of our 8 patients were overweight (BMI, 25-30), and 5 were obese (BMI, >30). For prevention of plate failure, we recommend using an extra oblique screw in all patients and considering an external fixator for patients who weigh more than 250 pounds.

Discussion

Correction of adolescent tibia vara can be challenging because of patient obesity. The technique described here—a modification of the technique of Laurencin and colleagues⁴—is practical and reproducible in this population. The goals in performing osteotomy are to correct the deformity, restore joint alignment, preserve leg length, and prevent recurrent deformity and other complications, such as neurovascular injury, nonunion, and infection.^3,6-8 Our technique minimizes the risk for these complications. For example, the fasciotomy provides excellent decompression of the anterior and lateral compartments, minimizing neurovascular ischemia and the risk for compartment syndrome. During cast placement, splitting and spreading reduce the risk for compartment syndrome as well.⁵

Wagner3,9 demonstrated the utility of a closing wedge proximal tibial osteotomy in adults. Laurencin and colleagues4 showed this technique is effective in correcting tibia vara in a pediatric population. However, they did not specify patient weight and used a small semitubular plate for fixation, and some of their patients had infantile Blount disease. We modified the technique in 3 ways. First, we performed a complete osteotomy. Second, because our patients were adolescents and very large, we used a 6-hole, 4.5-mm compression plate and screws. Third, we used an external fixator for increased stability in patients who weighed more than 250 pounds.

The reported technique, using an oblique metaphyseal closing wedge osteotomy with internal fixation in obese patients, is practical, safe, and reliable. This technique is a useful alternative to an external fixator. We used it on 9 knees with tibia vara, and it was completely successful in 8 cases and partially successful in 1 (hardware breakage occurred). An external fixator was used to prevent hardware breakage in 2 patients who weighed more than 250 pounds. This technique is a valuable treatment option for surgical correction, especially in obese patients.

Blount disease (tibia vara) is an angular tibia deformity that includes varus, increased posterior slope, and internal rotation. This deformity was first described in 1922 by Erlacher1 in Germany. In 1937, Walter Blount2 reported on it in the United States. It is the most common cause of pathologic genu varum in adolescence and childhood.

An oblique incomplete closing wedge osteotomy of the proximal tibial metaphysis was described by Wagner³ for the treatment of unicompartmental osteoarthrosis of the knee in adults. Laurencin and colleagues⁴ applied this technique to the treatment of pediatric tibia vara with favorable results. They spared the medial cortex of the tibia in their incomplete closing wedge osteotomy technique. In each of the 9 cases we treated and describe here, we accidentally completed the tibial osteotomy when attempting the Laurencin technique. Given that the osteotomy was completed, we modified the Laurencin technique by using a 6-hole, 4.5-mm compression plate rather than a 5-hole semitubular plate, and added a large oblique screw from the medial side to compress the osteotomy site and to protect the plate from fracture. In addition, in 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability. In this article, we report the outcomes of correcting adolescent tibia vara with a complete closing wedge tibial osteotomy and an oblique fibular osteotomy.

Materials and Methods

This study was approved by the Institutional Review Board at Pennsylvania State University. Between 2009 and 2012, we performed 9 complete oblique proximal tibial lateral closing wedge osteotomies on 8 patients (2 girls, 6 boys). In each case, the primary diagnosis was Blount disease. One patient also had renal dysplasia and was receiving dialysis. Mean age at time of operation was 15 years (range, 13-17 years). Mean preoperative weight was 215 pounds (range, 119-317 lb). Mean weight gain at follow-up was 4.39 pounds (range, –10 to 19 lb). Mean body mass index (BMI) was 38 (range, 25-48) (Table). All patients had varus angulation of the proximal tibia before surgery. Mean preoperative varus on standing films was 22° (range, 10°-36°). Because of the patients’ size, we used standing long-leg radiographs, on individual cassettes, for each leg.

Surgical Technique

Before surgery, we use paper cutouts to template the osteotomy wedge. We also use perioperative antibiotics and a standard time-out. For visualization of the entire leg for accurate correction, we prepare and drape the entire leg. A sterile tourniquet is used. At the midshaft of the fibula, a 4-cm incision is made, and dissection is carefully carried down to the fibula. Subperiosteal dissection is performed about the fibula, allowing adequate clearance for an oblique osteotomy. The osteotomy removes about 1 cm of fibula, which is to be used as bone graft for the tibial osteotomy. In addition, a lateral compartment fasciotomy is performed to prevent swelling-related complications. The wound is irrigated and injected with bupivacaine and closed in routine fashion.

We then make an inverted hockey-stick incision over the proximal tibia, centered down to the tibial tubercle. After dissecting down to the anterior compartment, we perform a fasciotomy of about 8 cm to accommodate swelling. Subperiosteal dissection is then performed around the proximal tibia. The medial soft tissues are left attached to increase blood supply and healing. During subperiosteal dissection, soft elevators are used to gently retract the lateral soft tissues along with the inferior and posterior structures. We use fluoroscopic imaging to guide the osteotomy as well as screw and plate placement. We use a 6-hole, 4.5-mm compression plate and screws for fixation. The 2 proximal screws of the plate are predrilled in place to allow for application of the plate after completion of the osteotomy. The plate is then rotated out of position on 1 screw, and the osteotomy is identified under fluoroscopy with the appropriate position distal to the second hole of the 6-hole plate.

An oscillating saw and osteotomes are used to perform the oblique osteotomy. The pre-estimated bone wedge is removed. Wedge size is adjusted, if needed. The bone wedge is morselized for bone graft. The osteotomy is then closed, correcting both varus and internal tibial torsion. Our goal is 5° valgus. After correction is obtained, the plate is placed, and the proximal screw is snugly seated. Three cortical screws are placed distally to hold the plate in place under compression mode, and a cancellous screw is placed superiorly at the proximal portion of the plate for additional fixation. The screw placed proximal to the osteotomy site is a fully threaded cortical screw with excellent compression. Correction and proper placement of hardware are verified with fluoroscopy.

The wound is irrigated and injected with bupivacaine. Bone graft is then placed at the osteotomy site. Additional bone graft is placed posteriorly between the osteotomy site and the muscle mass to stimulate additional healing. Another screw is placed obliquely from the medial side across the osteotomy site to provide additional fixation (Figure 1).

Copyright belongs to the authors

A deep drain is placed and connected to bulb suction for 24 hours after surgery. The wound is then closed in routine fashion. In 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability (Figure 2).

Copyright belongs to the authors

Postoperative Care

The incisions are dressed with antibiotic ointment and 4×4-in bandages and then wrapped with sterile cotton under-cast padding. The leg is placed into a well-padded cylinder cast with the knee flexed 10°. The leg is aligned to about 5° valgus. The cast is then split on the side and spread to allow for swelling and to prevent compartment syndrome.⁵ We also use a drain hooked to bulb suction, which is removed 24 hours after surgery. Toe-touch weight-bearing with crutches is allowed immediately after surgery. The cast is removed at 6 weeks, and a hinged range-of-motion knee brace is worn for another 6 weeks. All patients are allowed to resume normal activity after 4 months. In our 2 external-fixator cases, a cast was not used, and toe-touch weight-bearing and knee motion were allowed immediately. The external fixators were removed at about 10 weeks.

Results

Mean postoperative mechanical femoral-tibial angle was 3°, and mean correction was 26° (range, 16°-43°) (Table). Lateral distal femoral angle did not show significant femoral deformity in our sample. Mean medial proximal tibial angle was 74° (range, 63°-79°). In each case, the varus deformity was primarily in the tibia. Mean tourniquet time was 88 minutes (range, 50-119 min). Our complication rate was 11% (1 knee). In our first case, in which we did not use an extra medial screw, the 4.5-mm plate fractured at the osteotomy site 2.5 months after surgery. The 250-pound patient subsequently lost 17° of correction, and valgus alignment was not achieved. Preoperative varus was 25°, and postoperative alignment was 8° varus. This plate fracture led us to use an extra medial screw for additional stability in all subsequent cases and to consider using an external fixator for patients weighing more than 250 pounds. After the first case, there were no other plate fractures. A potential problem with closing wedge osteotomy is shortening, but varus correction restores some length. Mean postoperative leg-length difference was 10 mm (range, 0-16 mm). No patient complained of leg-length difference during the postoperative follow-up.

Eight and a half months after surgery, 1 patient had hardware removed, at the family’s request. No patient experienced perioperative infection or neurovascular damage. Our overall patient population was obese—mean BMI was 38 (range, 25-48), and mean postoperative weight was 219 pounds. Three of our 8 patients were overweight (BMI, 25-30), and 5 were obese (BMI, >30). For prevention of plate failure, we recommend using an extra oblique screw in all patients and considering an external fixator for patients who weigh more than 250 pounds.

Discussion

Correction of adolescent tibia vara can be challenging because of patient obesity. The technique described here—a modification of the technique of Laurencin and colleagues⁴—is practical and reproducible in this population. The goals in performing osteotomy are to correct the deformity, restore joint alignment, preserve leg length, and prevent recurrent deformity and other complications, such as neurovascular injury, nonunion, and infection.^3,6-8 Our technique minimizes the risk for these complications. For example, the fasciotomy provides excellent decompression of the anterior and lateral compartments, minimizing neurovascular ischemia and the risk for compartment syndrome. During cast placement, splitting and spreading reduce the risk for compartment syndrome as well.⁵

Wagner3,9 demonstrated the utility of a closing wedge proximal tibial osteotomy in adults. Laurencin and colleagues4 showed this technique is effective in correcting tibia vara in a pediatric population. However, they did not specify patient weight and used a small semitubular plate for fixation, and some of their patients had infantile Blount disease. We modified the technique in 3 ways. First, we performed a complete osteotomy. Second, because our patients were adolescents and very large, we used a 6-hole, 4.5-mm compression plate and screws. Third, we used an external fixator for increased stability in patients who weighed more than 250 pounds.

The reported technique, using an oblique metaphyseal closing wedge osteotomy with internal fixation in obese patients, is practical, safe, and reliable. This technique is a useful alternative to an external fixator. We used it on 9 knees with tibia vara, and it was completely successful in 8 cases and partially successful in 1 (hardware breakage occurred). An external fixator was used to prevent hardware breakage in 2 patients who weighed more than 250 pounds. This technique is a valuable treatment option for surgical correction, especially in obese patients.

Blount disease (tibia vara) is an angular tibia deformity that includes varus, increased posterior slope, and internal rotation. This deformity was first described in 1922 by Erlacher1 in Germany. In 1937, Walter Blount2 reported on it in the United States. It is the most common cause of pathologic genu varum in adolescence and childhood.

An oblique incomplete closing wedge osteotomy of the proximal tibial metaphysis was described by Wagner³ for the treatment of unicompartmental osteoarthrosis of the knee in adults. Laurencin and colleagues⁴ applied this technique to the treatment of pediatric tibia vara with favorable results. They spared the medial cortex of the tibia in their incomplete closing wedge osteotomy technique. In each of the 9 cases we treated and describe here, we accidentally completed the tibial osteotomy when attempting the Laurencin technique. Given that the osteotomy was completed, we modified the Laurencin technique by using a 6-hole, 4.5-mm compression plate rather than a 5-hole semitubular plate, and added a large oblique screw from the medial side to compress the osteotomy site and to protect the plate from fracture. In addition, in 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability. In this article, we report the outcomes of correcting adolescent tibia vara with a complete closing wedge tibial osteotomy and an oblique fibular osteotomy.

Materials and Methods

This study was approved by the Institutional Review Board at Pennsylvania State University. Between 2009 and 2012, we performed 9 complete oblique proximal tibial lateral closing wedge osteotomies on 8 patients (2 girls, 6 boys). In each case, the primary diagnosis was Blount disease. One patient also had renal dysplasia and was receiving dialysis. Mean age at time of operation was 15 years (range, 13-17 years). Mean preoperative weight was 215 pounds (range, 119-317 lb). Mean weight gain at follow-up was 4.39 pounds (range, –10 to 19 lb). Mean body mass index (BMI) was 38 (range, 25-48) (Table). All patients had varus angulation of the proximal tibia before surgery. Mean preoperative varus on standing films was 22° (range, 10°-36°). Because of the patients’ size, we used standing long-leg radiographs, on individual cassettes, for each leg.

Surgical Technique

Before surgery, we use paper cutouts to template the osteotomy wedge. We also use perioperative antibiotics and a standard time-out. For visualization of the entire leg for accurate correction, we prepare and drape the entire leg. A sterile tourniquet is used. At the midshaft of the fibula, a 4-cm incision is made, and dissection is carefully carried down to the fibula. Subperiosteal dissection is performed about the fibula, allowing adequate clearance for an oblique osteotomy. The osteotomy removes about 1 cm of fibula, which is to be used as bone graft for the tibial osteotomy. In addition, a lateral compartment fasciotomy is performed to prevent swelling-related complications. The wound is irrigated and injected with bupivacaine and closed in routine fashion.

We then make an inverted hockey-stick incision over the proximal tibia, centered down to the tibial tubercle. After dissecting down to the anterior compartment, we perform a fasciotomy of about 8 cm to accommodate swelling. Subperiosteal dissection is then performed around the proximal tibia. The medial soft tissues are left attached to increase blood supply and healing. During subperiosteal dissection, soft elevators are used to gently retract the lateral soft tissues along with the inferior and posterior structures. We use fluoroscopic imaging to guide the osteotomy as well as screw and plate placement. We use a 6-hole, 4.5-mm compression plate and screws for fixation. The 2 proximal screws of the plate are predrilled in place to allow for application of the plate after completion of the osteotomy. The plate is then rotated out of position on 1 screw, and the osteotomy is identified under fluoroscopy with the appropriate position distal to the second hole of the 6-hole plate.

An oscillating saw and osteotomes are used to perform the oblique osteotomy. The pre-estimated bone wedge is removed. Wedge size is adjusted, if needed. The bone wedge is morselized for bone graft. The osteotomy is then closed, correcting both varus and internal tibial torsion. Our goal is 5° valgus. After correction is obtained, the plate is placed, and the proximal screw is snugly seated. Three cortical screws are placed distally to hold the plate in place under compression mode, and a cancellous screw is placed superiorly at the proximal portion of the plate for additional fixation. The screw placed proximal to the osteotomy site is a fully threaded cortical screw with excellent compression. Correction and proper placement of hardware are verified with fluoroscopy.

The wound is irrigated and injected with bupivacaine. Bone graft is then placed at the osteotomy site. Additional bone graft is placed posteriorly between the osteotomy site and the muscle mass to stimulate additional healing. Another screw is placed obliquely from the medial side across the osteotomy site to provide additional fixation (Figure 1).

Copyright belongs to the authors

A deep drain is placed and connected to bulb suction for 24 hours after surgery. The wound is then closed in routine fashion. In 2 patients who weighed more than 250 pounds, we used an external fixator for additional stability (Figure 2).

Copyright belongs to the authors

Postoperative Care

The incisions are dressed with antibiotic ointment and 4×4-in bandages and then wrapped with sterile cotton under-cast padding. The leg is placed into a well-padded cylinder cast with the knee flexed 10°. The leg is aligned to about 5° valgus. The cast is then split on the side and spread to allow for swelling and to prevent compartment syndrome.⁵ We also use a drain hooked to bulb suction, which is removed 24 hours after surgery. Toe-touch weight-bearing with crutches is allowed immediately after surgery. The cast is removed at 6 weeks, and a hinged range-of-motion knee brace is worn for another 6 weeks. All patients are allowed to resume normal activity after 4 months. In our 2 external-fixator cases, a cast was not used, and toe-touch weight-bearing and knee motion were allowed immediately. The external fixators were removed at about 10 weeks.

Results

Mean postoperative mechanical femoral-tibial angle was 3°, and mean correction was 26° (range, 16°-43°) (Table). Lateral distal femoral angle did not show significant femoral deformity in our sample. Mean medial proximal tibial angle was 74° (range, 63°-79°). In each case, the varus deformity was primarily in the tibia. Mean tourniquet time was 88 minutes (range, 50-119 min). Our complication rate was 11% (1 knee). In our first case, in which we did not use an extra medial screw, the 4.5-mm plate fractured at the osteotomy site 2.5 months after surgery. The 250-pound patient subsequently lost 17° of correction, and valgus alignment was not achieved. Preoperative varus was 25°, and postoperative alignment was 8° varus. This plate fracture led us to use an extra medial screw for additional stability in all subsequent cases and to consider using an external fixator for patients weighing more than 250 pounds. After the first case, there were no other plate fractures. A potential problem with closing wedge osteotomy is shortening, but varus correction restores some length. Mean postoperative leg-length difference was 10 mm (range, 0-16 mm). No patient complained of leg-length difference during the postoperative follow-up.

Eight and a half months after surgery, 1 patient had hardware removed, at the family’s request. No patient experienced perioperative infection or neurovascular damage. Our overall patient population was obese—mean BMI was 38 (range, 25-48), and mean postoperative weight was 219 pounds. Three of our 8 patients were overweight (BMI, 25-30), and 5 were obese (BMI, >30). For prevention of plate failure, we recommend using an extra oblique screw in all patients and considering an external fixator for patients who weigh more than 250 pounds.

Discussion

Correction of adolescent tibia vara can be challenging because of patient obesity. The technique described here—a modification of the technique of Laurencin and colleagues⁴—is practical and reproducible in this population. The goals in performing osteotomy are to correct the deformity, restore joint alignment, preserve leg length, and prevent recurrent deformity and other complications, such as neurovascular injury, nonunion, and infection.^3,6-8 Our technique minimizes the risk for these complications. For example, the fasciotomy provides excellent decompression of the anterior and lateral compartments, minimizing neurovascular ischemia and the risk for compartment syndrome. During cast placement, splitting and spreading reduce the risk for compartment syndrome as well.⁵

Wagner3,9 demonstrated the utility of a closing wedge proximal tibial osteotomy in adults. Laurencin and colleagues4 showed this technique is effective in correcting tibia vara in a pediatric population. However, they did not specify patient weight and used a small semitubular plate for fixation, and some of their patients had infantile Blount disease. We modified the technique in 3 ways. First, we performed a complete osteotomy. Second, because our patients were adolescents and very large, we used a 6-hole, 4.5-mm compression plate and screws. Third, we used an external fixator for increased stability in patients who weighed more than 250 pounds.

The reported technique, using an oblique metaphyseal closing wedge osteotomy with internal fixation in obese patients, is practical, safe, and reliable. This technique is a useful alternative to an external fixator. We used it on 9 knees with tibia vara, and it was completely successful in 8 cases and partially successful in 1 (hardware breakage occurred). An external fixator was used to prevent hardware breakage in 2 patients who weighed more than 250 pounds. This technique is a valuable treatment option for surgical correction, especially in obese patients.

First described by Runge¹ in 1873 and later termed lawn-tennis arm by Major² in 1883, lateral epicondylitis is a common cause of elbow pain, affecting 1% to 3% of the general population each year.^3,4 Given that prevalence estimates are up to 15% among workers in repetitive hand task industries,^5-7 symptoms of lateral epicondylitis are thought to be related to recurring wrist extension and alternating forearm pronation and supination.⁸ Between 80% and 90% of patients with lateral epicondylitis experience symptomatic improvement with conservative therapy,^9-11 including rest and use of nonsteroidal anti-inflammatory medications,¹² physical therapy,^13,14 corticosteroid injections,^10,15,16 orthoses,^17,18 and shock wave therapy.¹⁹ However, between 4% and 11% of patients with newly diagnosed lateral epicondylitis do not respond to prolonged (6- to 12-month) conservative treatment and then require operative intervention,^11,20,21 with some referral practices reporting rates as high as 25%.²²

Traditionally, operative management of lateral epicondylitis involved open débridement of the extensor carpi radialis brevis (ECRB).^11,20 More recently, the spectrum of operations for lateral epicondylitis has expanded to include procedures that repair the extensor origin after débridement of the torn tendon and angiofibroblastic dysplasia; procedures that use fasciotomy or direct release of the extensor origin from the epicondyle to relieve tension on the common extensor; procedures directed at the radial or posterior interosseous nerve; and procedures that use arthroscopic techniques to divide the orbicular ligament, reshape the radial head, or release the extensor origin.²³ There has been debate about the value of repairing the ECRB, lengthening the ECRB, simultaneously decompressing the radial nerve or resecting epicondylar bone, and performing the procedures percutaneously, endoscopically, or arthroscopically.^24-28 Despite multiple studies of the outcomes of these procedures,^11,29-31 little is known regarding US national trends for operative treatment of lateral epicondylitis. Understanding national practice patterns and disease burden is essential to allocation of limited health care resources.

We conducted a study to determine US national trends in use of ambulatory surgery for lateral epicondylitis. We focused on age, sex, surgical setting, anesthetic type, and payment method.

Methods

As the National Survey of Ambulatory Surgery³² (NSAS) is an administrative dataset in which all data are deidentified and available for public use, this study was exempt from requiring institutional review board approval.

NSAS data were used to analyze trends in treatment of lateral epicondylitis between 1994 and 2006. NSAS was undertaken by the National Center for Health Statistics (NCHS) of the Centers for Disease Control and Prevention (CDC) to obtain information about the use of ambulatory surgery in the United States. Since the early 1980s, ambulatory surgery has increased in the United States because of advances in medical technology and cost-containment initiatives.³³ The number of procedures being performed in ambulatory surgery centers increased from 31.5 million in 1996 to 53.3 million in 2006.³⁴ Funded by the CDC, NSAS is a national study that involves both hospital-based and freestanding ambulatory surgery centers and provides the most recent and comprehensive overview of ambulatory surgery in the United States.³⁵ Because of budgetary limitations, 2006 was the last year in which data for NSAS were collected. Data for NSAS come from Medicare-participating, noninstitutional hospitals (excluding military hospitals, federal facilities, and Veteran Affairs hospitals) in all 50 states and the District of Columbia with a minimum of 6 beds staffed for patient use. NSAS used only short-stay hospitals (hospitals with an average length of stay for all patients of less than 30 days) or hospitals that had a specialty of general (medical or surgical) or children’s general. NSAS was conducted in 1994, 1996, and 2006 with medical information recorded on patient abstracts coded by contract staff. NSAS selected a sample of ambulatory surgery visits using a systematic random sampling procedure, and selection of visits within each facility was done separately for each location where ambulatory surgery was performed. In 1994, 751 facilities were sampled, and 88% of hospitals responded. In 1996, 750 facilities were sampled, and 91% of hospitals responded. In 2006, 696 facilities were sampled, and 75% responded. The surveys used International Classification of Diseases, 9th Revision, Clinical Modification (ICD-9-CM) codes³⁶ to classify medical diagnoses and procedures. To produce an unbiased national estimate, NCHS used multistage estimate procedures, including inflation by reciprocals of the probabilities of sample selection, population-weighting ratio adjustments, and adjustment for no response.³⁷

Demographic and medical information was obtained for people with an ICD-9-CM diagnosis code of lateral epicondylitis (726.32), using previously described techniques.³⁸ Data were then recorded for age, sex, facility type, insurance type, anesthesia type, diagnoses, and procedures.

Descriptive statistics consisted of means and standard deviations for continuous variables and frequency and percentages for discrete variables. Because NSAS data were collected on the basis of a probabilistic sample scheme, they were analyzed using a sampling weighting method. Sampling weights (inverse of selection probability) provided by the CDC were used to account for unequal sampling probabilities and to produce estimates for all visits in the United States. A Taylor linearization model provided by the CDC estimates was used to calculate standard error and confidence intervals (CIs) of the data. Standard error is a measure of sampling variability that occurs by chance because only a sample rather than the entire universe is surveyed. To define population parameters, NCHS chose 95% CIs along with a point estimate. Direct statistical comparison between years cannot be performed because of sampling differences in the database compared between years. The CIs, however, can suggest statistical differences if the data are nonoverlapping. US census data were used to obtain national population estimates for each year of the study (1994, 1996, 2006).³⁹ Rates were presented as number of procedures per 100,000 standard population. For age, a direct adjustment procedure was used, and the US population in 2000 was selected as the standard population. Applying sex-specific rates to the standard population and dividing by the total in the standard population, we calculated sex-adjusted rates for each year. All data were analyzed using SPSS Version 20 software.

Results

A total of 30,311 ambulatory surgical procedures (95% CI, 27,292-33,330) or 10.44 per 100,000 capita were recorded by NSAS for the treatment of lateral epicondylitis in 2006 (Table 1). This represents a large increase in the total number of ambulatory procedures, from 21,852 in 1994 (95% CI, 19,981-23,722; 7.29/100,000) and 20,372 in 1996 (95% CI, 18,660-22,083; 6.73/100,000).

Between 1994 and 2006, the sex-adjusted rate of ambulatory surgery for lateral epicondylitis increased by 85% among females (7.74/100,000 to 14.31/100,000), whereas the rate decreased by 31% among males (8.07/100,000 to 5.59/100,000) (Table 1). The age-adjusted rate of ambulatory surgery for lateral epicondylitis increased among all age groups except the 30–39 years group (Table 2). The largest increase in age-adjusted rates was found for patients older than 50 years (275%) between 1994 and 2006.

During the study period, use of regional anesthesia nearly doubled, from 17% to 30%, whereas use of general anesthesia decreased, from 69% to 57% (Table 3). At all time points, the most common procedure performed for lateral epicondylitis in ambulatory surgery centers was division/release of the joint capsule of the elbow (Table 4). Private insurance remained the most common source of payment for all study years, ranging from 52% to 60% (Table 5). The Figure shows that, between 1994 and 2006, the proportion of surgeries performed in a freestanding ambulatory center increased.

Discussion

In this descriptive epidemiologic study, we used NSAS data to investigate trends in ambulatory surgery for lateral epicondylitis between 1994 and 2006.³² Our results showed that total number of procedures and the population-adjusted rate of procedures for lateral epicondylitis increased during the study period. The largest increase in age-adjusted rates of surgery for lateral epicondylitis was found among patients older than 50 years, whereas the highest age-adjusted rate of ambulatory surgery for lateral epicondylitis was found among patients between ages 40 and 49 years. These findings are similar to those of previous studies, which have shown that most patients with lateral epicondylitis present in the fourth and fifth decades of life.²² Prior reports have suggested that the incidence of lateral epicondylitis in men and women is equal.²² The present study found a change in sex-adjusted rates of ambulatory surgery for lateral epicondylitis between 1994 and 2006. Specifically, in 1994, surgery rates for men and women were similar (8.07/100,000 and 7.74/100,000), but in 2006 the sex-adjusted rate of surgery for lateral epicondylitis was almost 3 times higher for women than for men (14.31/100,000 vs 5.59/100,000).

We also found that the population-adjusted rate of lateral epicondylectomy increased drastically, from 0.4 per 100,000 in 1994 to 3.53 per 100,000 in 2006. Lateral epicondylectomy involves excision of the tip of the lateral epicondyle (typically, 0.5 cm) to produce a cancellous bone surface to which the edges of the débrided extensor tendon can be approximated without tension.²³ It is possible that the increased rate of lateral epicondylectomy reflects evidence-based practice changes during the study period,²⁷ though denervation was found more favorable than epicondylectomy in a recent study by Berry and colleagues.⁴⁰ Future studies should investigate whether rates of epicondylectomy have changed since 2006. In addition, the present study showed a correlation between the introduction of arthroscopic techniques for the treatment of lateral epicondylitis and the period when much research was being conducted on the topic.^24,25,28 As arthroscopic techniques improve, their rates are likely to continue to increase.

Our results also showed an increase in procedures performed in freestanding facilities. The rise in ambulatory surgical volume, speculated to result from more procedures being performed in freestanding facilities,³⁴ has been reported with knee and shoulder arthroscopy.⁴¹ In addition, though general anesthesia remained the most used technique, our results showed a shift toward peripheral nerve blocks. The increase in regional anesthesia, which has also been noted in joint arthroscopy, is thought to stem from the advent of nerve-localizing technology, such as nerve stimulation and ultrasound guidance.⁴¹ Peripheral nerve blocks are favorable on both economic and quality measures, are associated with fewer opioid-related side effects, and overall provide better analgesia in comparison with opioids, highlighting their importance in the ambulatory setting.⁴²

Although large, national databases are well suited to epidemiologic research,⁴³ our study had limitations. As with all databases, NSAS is subject to data entry errors and coding errors.^44,45 However, the database administrators corrected for this by using a multistage estimate procedure with weighting adjustments for no response and population-weighting ratio adjustments.³⁵ Another limitation of this study is its lack of clinical detail, as procedure codes are general and do not allow differentiation between specific patients. Because of the retrospective nature of the analysis and the heterogeneity of the data, assessment of specific surgeries for lateral epicondylitis was limited. Although a strength of using NSAS to perform epidemiologic analyses is its large sample size, this also sacrifices specificity in terms of clinical insight. The results of this study may influence investigations to distinguish differences between procedures used in the treatment of lateral epicondylitis. Furthermore, the results of this study are limited to ambulatory surgery practice patterns in the United States between 1996 and 2006. Last, our ability to perform economic analyses was limited, as data on total hospital cost were not recorded by the surveys.

Conclusion

The increase in ambulatory surgery for lateral epicondylitis, demonstrated in this study, emphasizes the importance of national funding for surveys such as NSAS beyond 2006, as utilization trends may have considerable effects on health care policies that influence the quality of patient care.

First described by Runge¹ in 1873 and later termed lawn-tennis arm by Major² in 1883, lateral epicondylitis is a common cause of elbow pain, affecting 1% to 3% of the general population each year.^3,4 Given that prevalence estimates are up to 15% among workers in repetitive hand task industries,^5-7 symptoms of lateral epicondylitis are thought to be related to recurring wrist extension and alternating forearm pronation and supination.⁸ Between 80% and 90% of patients with lateral epicondylitis experience symptomatic improvement with conservative therapy,^9-11 including rest and use of nonsteroidal anti-inflammatory medications,¹² physical therapy,^13,14 corticosteroid injections,^10,15,16 orthoses,^17,18 and shock wave therapy.¹⁹ However, between 4% and 11% of patients with newly diagnosed lateral epicondylitis do not respond to prolonged (6- to 12-month) conservative treatment and then require operative intervention,^11,20,21 with some referral practices reporting rates as high as 25%.²²

Traditionally, operative management of lateral epicondylitis involved open débridement of the extensor carpi radialis brevis (ECRB).^11,20 More recently, the spectrum of operations for lateral epicondylitis has expanded to include procedures that repair the extensor origin after débridement of the torn tendon and angiofibroblastic dysplasia; procedures that use fasciotomy or direct release of the extensor origin from the epicondyle to relieve tension on the common extensor; procedures directed at the radial or posterior interosseous nerve; and procedures that use arthroscopic techniques to divide the orbicular ligament, reshape the radial head, or release the extensor origin.²³ There has been debate about the value of repairing the ECRB, lengthening the ECRB, simultaneously decompressing the radial nerve or resecting epicondylar bone, and performing the procedures percutaneously, endoscopically, or arthroscopically.^24-28 Despite multiple studies of the outcomes of these procedures,^11,29-31 little is known regarding US national trends for operative treatment of lateral epicondylitis. Understanding national practice patterns and disease burden is essential to allocation of limited health care resources.

We conducted a study to determine US national trends in use of ambulatory surgery for lateral epicondylitis. We focused on age, sex, surgical setting, anesthetic type, and payment method.

Methods

As the National Survey of Ambulatory Surgery³² (NSAS) is an administrative dataset in which all data are deidentified and available for public use, this study was exempt from requiring institutional review board approval.

NSAS data were used to analyze trends in treatment of lateral epicondylitis between 1994 and 2006. NSAS was undertaken by the National Center for Health Statistics (NCHS) of the Centers for Disease Control and Prevention (CDC) to obtain information about the use of ambulatory surgery in the United States. Since the early 1980s, ambulatory surgery has increased in the United States because of advances in medical technology and cost-containment initiatives.³³ The number of procedures being performed in ambulatory surgery centers increased from 31.5 million in 1996 to 53.3 million in 2006.³⁴ Funded by the CDC, NSAS is a national study that involves both hospital-based and freestanding ambulatory surgery centers and provides the most recent and comprehensive overview of ambulatory surgery in the United States.³⁵ Because of budgetary limitations, 2006 was the last year in which data for NSAS were collected. Data for NSAS come from Medicare-participating, noninstitutional hospitals (excluding military hospitals, federal facilities, and Veteran Affairs hospitals) in all 50 states and the District of Columbia with a minimum of 6 beds staffed for patient use. NSAS used only short-stay hospitals (hospitals with an average length of stay for all patients of less than 30 days) or hospitals that had a specialty of general (medical or surgical) or children’s general. NSAS was conducted in 1994, 1996, and 2006 with medical information recorded on patient abstracts coded by contract staff. NSAS selected a sample of ambulatory surgery visits using a systematic random sampling procedure, and selection of visits within each facility was done separately for each location where ambulatory surgery was performed. In 1994, 751 facilities were sampled, and 88% of hospitals responded. In 1996, 750 facilities were sampled, and 91% of hospitals responded. In 2006, 696 facilities were sampled, and 75% responded. The surveys used International Classification of Diseases, 9th Revision, Clinical Modification (ICD-9-CM) codes³⁶ to classify medical diagnoses and procedures. To produce an unbiased national estimate, NCHS used multistage estimate procedures, including inflation by reciprocals of the probabilities of sample selection, population-weighting ratio adjustments, and adjustment for no response.³⁷

Demographic and medical information was obtained for people with an ICD-9-CM diagnosis code of lateral epicondylitis (726.32), using previously described techniques.³⁸ Data were then recorded for age, sex, facility type, insurance type, anesthesia type, diagnoses, and procedures.

Descriptive statistics consisted of means and standard deviations for continuous variables and frequency and percentages for discrete variables. Because NSAS data were collected on the basis of a probabilistic sample scheme, they were analyzed using a sampling weighting method. Sampling weights (inverse of selection probability) provided by the CDC were used to account for unequal sampling probabilities and to produce estimates for all visits in the United States. A Taylor linearization model provided by the CDC estimates was used to calculate standard error and confidence intervals (CIs) of the data. Standard error is a measure of sampling variability that occurs by chance because only a sample rather than the entire universe is surveyed. To define population parameters, NCHS chose 95% CIs along with a point estimate. Direct statistical comparison between years cannot be performed because of sampling differences in the database compared between years. The CIs, however, can suggest statistical differences if the data are nonoverlapping. US census data were used to obtain national population estimates for each year of the study (1994, 1996, 2006).³⁹ Rates were presented as number of procedures per 100,000 standard population. For age, a direct adjustment procedure was used, and the US population in 2000 was selected as the standard population. Applying sex-specific rates to the standard population and dividing by the total in the standard population, we calculated sex-adjusted rates for each year. All data were analyzed using SPSS Version 20 software.

Results

A total of 30,311 ambulatory surgical procedures (95% CI, 27,292-33,330) or 10.44 per 100,000 capita were recorded by NSAS for the treatment of lateral epicondylitis in 2006 (Table 1). This represents a large increase in the total number of ambulatory procedures, from 21,852 in 1994 (95% CI, 19,981-23,722; 7.29/100,000) and 20,372 in 1996 (95% CI, 18,660-22,083; 6.73/100,000).

Between 1994 and 2006, the sex-adjusted rate of ambulatory surgery for lateral epicondylitis increased by 85% among females (7.74/100,000 to 14.31/100,000), whereas the rate decreased by 31% among males (8.07/100,000 to 5.59/100,000) (Table 1). The age-adjusted rate of ambulatory surgery for lateral epicondylitis increased among all age groups except the 30–39 years group (Table 2). The largest increase in age-adjusted rates was found for patients older than 50 years (275%) between 1994 and 2006.

During the study period, use of regional anesthesia nearly doubled, from 17% to 30%, whereas use of general anesthesia decreased, from 69% to 57% (Table 3). At all time points, the most common procedure performed for lateral epicondylitis in ambulatory surgery centers was division/release of the joint capsule of the elbow (Table 4). Private insurance remained the most common source of payment for all study years, ranging from 52% to 60% (Table 5). The Figure shows that, between 1994 and 2006, the proportion of surgeries performed in a freestanding ambulatory center increased.

Discussion

In this descriptive epidemiologic study, we used NSAS data to investigate trends in ambulatory surgery for lateral epicondylitis between 1994 and 2006.³² Our results showed that total number of procedures and the population-adjusted rate of procedures for lateral epicondylitis increased during the study period. The largest increase in age-adjusted rates of surgery for lateral epicondylitis was found among patients older than 50 years, whereas the highest age-adjusted rate of ambulatory surgery for lateral epicondylitis was found among patients between ages 40 and 49 years. These findings are similar to those of previous studies, which have shown that most patients with lateral epicondylitis present in the fourth and fifth decades of life.²² Prior reports have suggested that the incidence of lateral epicondylitis in men and women is equal.²² The present study found a change in sex-adjusted rates of ambulatory surgery for lateral epicondylitis between 1994 and 2006. Specifically, in 1994, surgery rates for men and women were similar (8.07/100,000 and 7.74/100,000), but in 2006 the sex-adjusted rate of surgery for lateral epicondylitis was almost 3 times higher for women than for men (14.31/100,000 vs 5.59/100,000).

We also found that the population-adjusted rate of lateral epicondylectomy increased drastically, from 0.4 per 100,000 in 1994 to 3.53 per 100,000 in 2006. Lateral epicondylectomy involves excision of the tip of the lateral epicondyle (typically, 0.5 cm) to produce a cancellous bone surface to which the edges of the débrided extensor tendon can be approximated without tension.²³ It is possible that the increased rate of lateral epicondylectomy reflects evidence-based practice changes during the study period,²⁷ though denervation was found more favorable than epicondylectomy in a recent study by Berry and colleagues.⁴⁰ Future studies should investigate whether rates of epicondylectomy have changed since 2006. In addition, the present study showed a correlation between the introduction of arthroscopic techniques for the treatment of lateral epicondylitis and the period when much research was being conducted on the topic.^24,25,28 As arthroscopic techniques improve, their rates are likely to continue to increase.

Our results also showed an increase in procedures performed in freestanding facilities. The rise in ambulatory surgical volume, speculated to result from more procedures being performed in freestanding facilities,³⁴ has been reported with knee and shoulder arthroscopy.⁴¹ In addition, though general anesthesia remained the most used technique, our results showed a shift toward peripheral nerve blocks. The increase in regional anesthesia, which has also been noted in joint arthroscopy, is thought to stem from the advent of nerve-localizing technology, such as nerve stimulation and ultrasound guidance.⁴¹ Peripheral nerve blocks are favorable on both economic and quality measures, are associated with fewer opioid-related side effects, and overall provide better analgesia in comparison with opioids, highlighting their importance in the ambulatory setting.⁴²

Although large, national databases are well suited to epidemiologic research,⁴³ our study had limitations. As with all databases, NSAS is subject to data entry errors and coding errors.^44,45 However, the database administrators corrected for this by using a multistage estimate procedure with weighting adjustments for no response and population-weighting ratio adjustments.³⁵ Another limitation of this study is its lack of clinical detail, as procedure codes are general and do not allow differentiation between specific patients. Because of the retrospective nature of the analysis and the heterogeneity of the data, assessment of specific surgeries for lateral epicondylitis was limited. Although a strength of using NSAS to perform epidemiologic analyses is its large sample size, this also sacrifices specificity in terms of clinical insight. The results of this study may influence investigations to distinguish differences between procedures used in the treatment of lateral epicondylitis. Furthermore, the results of this study are limited to ambulatory surgery practice patterns in the United States between 1996 and 2006. Last, our ability to perform economic analyses was limited, as data on total hospital cost were not recorded by the surveys.

Conclusion

The increase in ambulatory surgery for lateral epicondylitis, demonstrated in this study, emphasizes the importance of national funding for surveys such as NSAS beyond 2006, as utilization trends may have considerable effects on health care policies that influence the quality of patient care.

First described by Runge¹ in 1873 and later termed lawn-tennis arm by Major² in 1883, lateral epicondylitis is a common cause of elbow pain, affecting 1% to 3% of the general population each year.^3,4 Given that prevalence estimates are up to 15% among workers in repetitive hand task industries,^5-7 symptoms of lateral epicondylitis are thought to be related to recurring wrist extension and alternating forearm pronation and supination.⁸ Between 80% and 90% of patients with lateral epicondylitis experience symptomatic improvement with conservative therapy,^9-11 including rest and use of nonsteroidal anti-inflammatory medications,¹² physical therapy,^13,14 corticosteroid injections,^10,15,16 orthoses,^17,18 and shock wave therapy.¹⁹ However, between 4% and 11% of patients with newly diagnosed lateral epicondylitis do not respond to prolonged (6- to 12-month) conservative treatment and then require operative intervention,^11,20,21 with some referral practices reporting rates as high as 25%.²²

Traditionally, operative management of lateral epicondylitis involved open débridement of the extensor carpi radialis brevis (ECRB).^11,20 More recently, the spectrum of operations for lateral epicondylitis has expanded to include procedures that repair the extensor origin after débridement of the torn tendon and angiofibroblastic dysplasia; procedures that use fasciotomy or direct release of the extensor origin from the epicondyle to relieve tension on the common extensor; procedures directed at the radial or posterior interosseous nerve; and procedures that use arthroscopic techniques to divide the orbicular ligament, reshape the radial head, or release the extensor origin.²³ There has been debate about the value of repairing the ECRB, lengthening the ECRB, simultaneously decompressing the radial nerve or resecting epicondylar bone, and performing the procedures percutaneously, endoscopically, or arthroscopically.^24-28 Despite multiple studies of the outcomes of these procedures,^11,29-31 little is known regarding US national trends for operative treatment of lateral epicondylitis. Understanding national practice patterns and disease burden is essential to allocation of limited health care resources.

We conducted a study to determine US national trends in use of ambulatory surgery for lateral epicondylitis. We focused on age, sex, surgical setting, anesthetic type, and payment method.

Methods

As the National Survey of Ambulatory Surgery³² (NSAS) is an administrative dataset in which all data are deidentified and available for public use, this study was exempt from requiring institutional review board approval.

NSAS data were used to analyze trends in treatment of lateral epicondylitis between 1994 and 2006. NSAS was undertaken by the National Center for Health Statistics (NCHS) of the Centers for Disease Control and Prevention (CDC) to obtain information about the use of ambulatory surgery in the United States. Since the early 1980s, ambulatory surgery has increased in the United States because of advances in medical technology and cost-containment initiatives.³³ The number of procedures being performed in ambulatory surgery centers increased from 31.5 million in 1996 to 53.3 million in 2006.³⁴ Funded by the CDC, NSAS is a national study that involves both hospital-based and freestanding ambulatory surgery centers and provides the most recent and comprehensive overview of ambulatory surgery in the United States.³⁵ Because of budgetary limitations, 2006 was the last year in which data for NSAS were collected. Data for NSAS come from Medicare-participating, noninstitutional hospitals (excluding military hospitals, federal facilities, and Veteran Affairs hospitals) in all 50 states and the District of Columbia with a minimum of 6 beds staffed for patient use. NSAS used only short-stay hospitals (hospitals with an average length of stay for all patients of less than 30 days) or hospitals that had a specialty of general (medical or surgical) or children’s general. NSAS was conducted in 1994, 1996, and 2006 with medical information recorded on patient abstracts coded by contract staff. NSAS selected a sample of ambulatory surgery visits using a systematic random sampling procedure, and selection of visits within each facility was done separately for each location where ambulatory surgery was performed. In 1994, 751 facilities were sampled, and 88% of hospitals responded. In 1996, 750 facilities were sampled, and 91% of hospitals responded. In 2006, 696 facilities were sampled, and 75% responded. The surveys used International Classification of Diseases, 9th Revision, Clinical Modification (ICD-9-CM) codes³⁶ to classify medical diagnoses and procedures. To produce an unbiased national estimate, NCHS used multistage estimate procedures, including inflation by reciprocals of the probabilities of sample selection, population-weighting ratio adjustments, and adjustment for no response.³⁷

Demographic and medical information was obtained for people with an ICD-9-CM diagnosis code of lateral epicondylitis (726.32), using previously described techniques.³⁸ Data were then recorded for age, sex, facility type, insurance type, anesthesia type, diagnoses, and procedures.

Descriptive statistics consisted of means and standard deviations for continuous variables and frequency and percentages for discrete variables. Because NSAS data were collected on the basis of a probabilistic sample scheme, they were analyzed using a sampling weighting method. Sampling weights (inverse of selection probability) provided by the CDC were used to account for unequal sampling probabilities and to produce estimates for all visits in the United States. A Taylor linearization model provided by the CDC estimates was used to calculate standard error and confidence intervals (CIs) of the data. Standard error is a measure of sampling variability that occurs by chance because only a sample rather than the entire universe is surveyed. To define population parameters, NCHS chose 95% CIs along with a point estimate. Direct statistical comparison between years cannot be performed because of sampling differences in the database compared between years. The CIs, however, can suggest statistical differences if the data are nonoverlapping. US census data were used to obtain national population estimates for each year of the study (1994, 1996, 2006).³⁹ Rates were presented as number of procedures per 100,000 standard population. For age, a direct adjustment procedure was used, and the US population in 2000 was selected as the standard population. Applying sex-specific rates to the standard population and dividing by the total in the standard population, we calculated sex-adjusted rates for each year. All data were analyzed using SPSS Version 20 software.

Results

A total of 30,311 ambulatory surgical procedures (95% CI, 27,292-33,330) or 10.44 per 100,000 capita were recorded by NSAS for the treatment of lateral epicondylitis in 2006 (Table 1). This represents a large increase in the total number of ambulatory procedures, from 21,852 in 1994 (95% CI, 19,981-23,722; 7.29/100,000) and 20,372 in 1996 (95% CI, 18,660-22,083; 6.73/100,000).

Between 1994 and 2006, the sex-adjusted rate of ambulatory surgery for lateral epicondylitis increased by 85% among females (7.74/100,000 to 14.31/100,000), whereas the rate decreased by 31% among males (8.07/100,000 to 5.59/100,000) (Table 1). The age-adjusted rate of ambulatory surgery for lateral epicondylitis increased among all age groups except the 30–39 years group (Table 2). The largest increase in age-adjusted rates was found for patients older than 50 years (275%) between 1994 and 2006.

During the study period, use of regional anesthesia nearly doubled, from 17% to 30%, whereas use of general anesthesia decreased, from 69% to 57% (Table 3). At all time points, the most common procedure performed for lateral epicondylitis in ambulatory surgery centers was division/release of the joint capsule of the elbow (Table 4). Private insurance remained the most common source of payment for all study years, ranging from 52% to 60% (Table 5). The Figure shows that, between 1994 and 2006, the proportion of surgeries performed in a freestanding ambulatory center increased.

Discussion

In this descriptive epidemiologic study, we used NSAS data to investigate trends in ambulatory surgery for lateral epicondylitis between 1994 and 2006.³² Our results showed that total number of procedures and the population-adjusted rate of procedures for lateral epicondylitis increased during the study period. The largest increase in age-adjusted rates of surgery for lateral epicondylitis was found among patients older than 50 years, whereas the highest age-adjusted rate of ambulatory surgery for lateral epicondylitis was found among patients between ages 40 and 49 years. These findings are similar to those of previous studies, which have shown that most patients with lateral epicondylitis present in the fourth and fifth decades of life.²² Prior reports have suggested that the incidence of lateral epicondylitis in men and women is equal.²² The present study found a change in sex-adjusted rates of ambulatory surgery for lateral epicondylitis between 1994 and 2006. Specifically, in 1994, surgery rates for men and women were similar (8.07/100,000 and 7.74/100,000), but in 2006 the sex-adjusted rate of surgery for lateral epicondylitis was almost 3 times higher for women than for men (14.31/100,000 vs 5.59/100,000).

We also found that the population-adjusted rate of lateral epicondylectomy increased drastically, from 0.4 per 100,000 in 1994 to 3.53 per 100,000 in 2006. Lateral epicondylectomy involves excision of the tip of the lateral epicondyle (typically, 0.5 cm) to produce a cancellous bone surface to which the edges of the débrided extensor tendon can be approximated without tension.²³ It is possible that the increased rate of lateral epicondylectomy reflects evidence-based practice changes during the study period,²⁷ though denervation was found more favorable than epicondylectomy in a recent study by Berry and colleagues.⁴⁰ Future studies should investigate whether rates of epicondylectomy have changed since 2006. In addition, the present study showed a correlation between the introduction of arthroscopic techniques for the treatment of lateral epicondylitis and the period when much research was being conducted on the topic.^24,25,28 As arthroscopic techniques improve, their rates are likely to continue to increase.

Our results also showed an increase in procedures performed in freestanding facilities. The rise in ambulatory surgical volume, speculated to result from more procedures being performed in freestanding facilities,³⁴ has been reported with knee and shoulder arthroscopy.⁴¹ In addition, though general anesthesia remained the most used technique, our results showed a shift toward peripheral nerve blocks. The increase in regional anesthesia, which has also been noted in joint arthroscopy, is thought to stem from the advent of nerve-localizing technology, such as nerve stimulation and ultrasound guidance.⁴¹ Peripheral nerve blocks are favorable on both economic and quality measures, are associated with fewer opioid-related side effects, and overall provide better analgesia in comparison with opioids, highlighting their importance in the ambulatory setting.⁴²

Although large, national databases are well suited to epidemiologic research,⁴³ our study had limitations. As with all databases, NSAS is subject to data entry errors and coding errors.^44,45 However, the database administrators corrected for this by using a multistage estimate procedure with weighting adjustments for no response and population-weighting ratio adjustments.³⁵ Another limitation of this study is its lack of clinical detail, as procedure codes are general and do not allow differentiation between specific patients. Because of the retrospective nature of the analysis and the heterogeneity of the data, assessment of specific surgeries for lateral epicondylitis was limited. Although a strength of using NSAS to perform epidemiologic analyses is its large sample size, this also sacrifices specificity in terms of clinical insight. The results of this study may influence investigations to distinguish differences between procedures used in the treatment of lateral epicondylitis. Furthermore, the results of this study are limited to ambulatory surgery practice patterns in the United States between 1996 and 2006. Last, our ability to perform economic analyses was limited, as data on total hospital cost were not recorded by the surveys.

Conclusion

The increase in ambulatory surgery for lateral epicondylitis, demonstrated in this study, emphasizes the importance of national funding for surveys such as NSAS beyond 2006, as utilization trends may have considerable effects on health care policies that influence the quality of patient care.

Olecranon fractures are relatively common in adults and constitute 10% of all upper extremity injuries.^1,2 An olecranon fracture may be sustained either directly (from blunt trauma or a fall onto the tip of the elbow) or indirectly (as a result of forceful hyperextension of the triceps during a fall onto an outstretched arm). Displaced olecranon fractures with extensor discontinuity require reduction and stabilization. One treatment option is tension band wiring (TBW), which is used to manage noncomminuted fractures.³ TBW, first described by Weber and Vasey⁴ in 1963, involves transforming the distractive forces of the triceps into dynamic compression forces across the olecranon articular surface using 2 intramedullary Kirschner wires (K-wires) and stainless steel wires looped in figure-of-8 fashion.

Various modifications of the TBW technique of Weber and Vasey⁴ have been proposed to reduce the frequency of complications. These modifications include substituting screws for K-wires, aiming the angle of the K-wires into the anterior coronoid cortex or loop configuration of the stainless steel wire, using double knots and twisting procedures to finalize fixation, and using alternative materials for the loop construct.^5-8 In the literature and in our experience, patients often complain after surgery about prominent K-wires and the twisted knots used to tension the construct.^9-12 Surgeons also must address the technical difficulties of positioning the brittle wire without kinking, and avoiding slack while tensioning.

In this article, we report on the clinical outcomes of a series of 7 patients with olecranon fracture treated with a US Food and Drug Administration–approved novel isoelastic ultrahigh-molecular-weight polyethylene (UHMWPE) cerclage cable (Iso-Elastic Cerclage System, Kinamed).

Materials and Methods

Surgical Technique

The patient is arranged in a sloppy lateral position to allow access to the posterior elbow. A nonsterile tourniquet is placed on the upper arm, and the limb is sterilely prepared and draped in standard fashion. A posterolateral incision is made around the olecranon and extended proximally 6 cm and distally 6 cm along the subcutaneous border of the ulna. The fracture is visualized and comminution identified.

To provide anchorage for a pointed reduction clamp, the surgeon drills a 2.5-mm hole in the subcutaneous border of the ulnar shaft. The fracture is reduced in extension and the clamp affixed. The elbow is then flexed and the reduction confirmed visually and by imaging. After realignment of the articular surfaces, 2 longitudinal, parallel K-wires (diameter, 1.6-2.0 mm) are passed in antegrade direction through the proximal olecranon within the medullary canal of the shaft. The proximal ends must not cross the cortex so they may fully capture the figure-of-8 wire during subsequent, final advancement, and the distal ends must not pierce the anterior cortex. A 2.5-mm transverse hole is created distal to the fracture in the dorsal aspect of the ulnar shaft from medial to lateral at 2 times the distance from the tip of the olecranon to the fracture site. This hole is expanded with a 3.5-mm drill bit, allowing both strands of the cable to be passed simultaneously medial to lateral, making the figure-of-8. The 3.5-mm hole represents about 20% of the overall width of the bone, which we have not found to create a significant stress riser in either laboratory or clinical tests of this construct. Proximally, the cables are placed on the periosteum of the olecranon but deep to the triceps tendon and adjacent to the K-wires. The locking clip is placed on the posterolateral aspect of the elbow joint in a location where it can be covered with local tissue for adequate padding. The cable is then threaded through the clamping bracket and tightened slowly and gradually with a tensioning device to low torque level (Figure 1). At this stage, tension may be released to make any necessary adjustments. Last, the locking clip is deployed, securing the tension band in the clip, and the excess cable is trimmed with a scalpel. Softening and pliability of the cable during its insertion and tensioning should be noted.

The ends of the K-wires are now curved in a hook configuration. The tines of the hooks should be parallel to accommodate the cable, and then the triceps is sharply incised to bone. If the bone is hard, an awl is used to create a pilot hole so the hook may be impaled into bone while capturing the cable. Next, the triceps is closed over the pins, minimizing the potential for pin migration and backout. The 2 K-wires are left in place to keep the fragments in proper anatomical alignment during healing and to prevent displacement with elbow motion. Figure 2 is a schematic of the final construct, and Figure 3 shows the construct in a patient.

Reduction of the olecranon fracture is assessed by imaging in full extension to check for possible implant impingement. Last, we apply the previously harvested fracture callus to the fracture site. Layered closure is performed, and bulky soft dressings are applied. Postoperative immobilization with a splint is used. Gentle range-of-motion exercises begin in about 2 weeks and progress as pain allows.

A case example with preoperative and postoperative images taken at 3-month follow-up is provided in Figure 4. The entire surgical technique can be viewed in the Video.

Clinical Cases

Between July 2007 and February 2011, 7 patients with displaced olecranon fractures underwent osteosynthesis using the isoelastic tension band (Table 1). According to the Mayo classification system, 5 of these patients had type 2A fractures, 1 had a type 2B fracture with an ipsilateral nondisplaced radial neck fracture, and 1 had a type 3B fracture. There were 4 female and 3 male patients. The injury was on the dominant side in 3 patients. All patients gave informed consent to evaluation at subsequent office visits and completed outcomes questionnaires by mail several years after surgery. Mean follow-up at which outcome measures questionnaires were obtained was 3.3 years (range, 2.1-6.8 years). Exclusion criteria were age under 18 years and inability to provide informed consent, fracture patterns with extensive articular comminution, and open fractures. Permission to conduct this research was granted by institutional review board.

At each visit, patients completed the Disabilities of the Arm, Shoulder, and Hand (DASH) functional outcome survey and were evaluated according to Broberg and Morrey’s elbow scoring system.^13,14 Chart review consisted of evaluation of medical records, including radiographs and orthopedic physician notes in which preoperative examination was documented, mechanism of injury was noted, radiologic fracture pattern was evaluated, and time to bony union was recorded. Elbow motion was documented. Grip strength was measured with a calibrated Jamar dynamometer (Sammons Preston Rolyan) set at level 2, as delineated in Broberg and Morrey’s functional elbow scoring system.

Results

The 7 patients were assessed at a mean final follow-up of 19 months after surgery and received a mean Broberg and Morrey score of good (92.2/100) (Table 2). Restoration of motion and strength was excellent; compared with contralateral extremity, mean flexion arc was 96%, and mean forearm rotation was 96%. Grip was 99% of the noninjured side, perhaps the result of increased conditioning from physical therapy. Patients completed outcomes questionnaires at a mean of 3.3 years after surgery. Mean (SD) DASH score at this longest follow-up was 12.6 (17.2) (Table 2). Patients were satisfied (mean, 9.8/10; range, 9.5-10) and had little pain (mean, 0.8/10; range, 0-3). All fractures united, and there were no infections. One patient had a satisfactory union with complete restoration of motion and continued to play sports vocationally but developed pain over the locking clip 5 years after the index procedure and decided to have the implant removed. He had no radiographic evidence of K-wire or implant migration. Another patient had a minor degree of implant irritation at longest follow-up but did not request hardware removal.

Discussion

Stainless steel wire is often used in TBW because of its widespread availability, low cost, lack of immunogenicity, and relative strength.⁷ However, stainless steel wire has several disadvantages. It is susceptible to low-cycle fatigue failure, and fatigue strength may be seriously reduced secondary to incidental trauma to the wire on implantation.^15,16 Other complications are kinking, skin irritation, implant prominence, fixation loss caused by wire loosening, and inadequate initial reduction potentially requiring revision.^10,12,17-21

Isoelastic cable is a new type of cerclage cable that consists of UHMWPE strands braided over a nylon core. The particular property profile of the isoelastic tension band gives the cable intrinsic elastic and pliable qualities. In addition, unlike stainless steel, the band maintains a uniform, continuous compression force across a fracture site.²² Multifilament braided cables fatigue and fray, but the isoelastic cerclage cable showed no evidence of fraying or breakage after 1 million loading cycles.^22,23 Compared with metal wire or braided metal cable, the band also has higher fatigue strength and higher ultimate tensile strength.⁷ Furthermore, the cable is less abrasive than stainless steel, so theoretically it is less irritating to surrounding subcutaneous tissue. Last, the pliability of the band allows the surgeon to create multiple loops of cable without the wire-failure side effects related to kinking, which is common with the metal construct.

In 2010, Ting and colleagues²⁴ retrospectively studied implant failure complications associated with use of isoelastic cerclage cables in the treatment of periprosthetic fractures in total hip arthroplasty. They reported a breakage rate of 0% and noted that previously published breakage data for metallic cerclage devices ranged from 0% to 44%. They concluded that isoelastic cables were not associated with material failure, and there were no direct complications related to the cables. Similarly, Edwards and colleagues²⁵ evaluated the same type of cable used in revision shoulder arthroplasty and reported excellent success and no failures. Although these data stem from use in the femur and humerus, we think the noted benefits apply to fractures of the elbow as well, as we observed a similar breakage rate (0%).

Various studies have addressed the clinical complaints and reoperation rates associated with retained metal implants after olecranon fixation. Traditional AO (Arbeitsgemeinschaft für Osteosynthesefragen) technique involves subcutaneous placement of stainless steel wires, which often results in tissue irritation. Reoperation rates as high as 80% have been reported, and a proportion of implant removals may in fact be caused by factors related to the subcutaneous placement of the metallic implants rather than K-wire migration alone.^5,12,18 A nonmetallic isoelastic tension band can provide a more comfortable and less irritating implant, which could reduce the need for secondary intervention related to painful subcutaneous implant. One of our 7 patients had a symptomatic implant removed 5 years after surgery. This patient complained of pain over the area of the tension band device clip, so after fracture healing the entire fixation device was removed in the operating room. If reoperation is necessary, removal of intramedullary K-wires is relatively simple using a minimal incision; removal of stainless steel TBW may require a larger approach if the twisted knots cannot be easily retrieved.

A study of compression forces created by stainless steel wire demonstrated that a “finely tuned mechanical sense” was needed to produce optimal fixation compression when using stainless steel wire.²⁶ It was observed that a submaximal twist created insufficient compressive force, while an ostensibly minimal increase in twisting force above optimum abruptly caused wire failure through breakage. Cerclage cables using clasping devices, such as the current isoelastic cerclage cable, were superior in ease of application. Furthermore, a clasping device allows for cable tension readjustment that is not possible with stainless steel wire. The clasping mechanism precludes the surgeon from having to bury the stainless steel knot and allows for the objective cable-tensioning not possible with stainless steel wire. Last, the tensioning device is titratable, which allows the surgeon to set the construct at a predetermined quantitative tension, which is of benefit in patients with osteopenia.

One limitation of this study is that it did not resolve the potential for K-wire migration, and we agree with previous recommendations that careful attention to surgical technique may avoid such a complication.¹⁰ In addition, the sample was small, and the study lacked a control group; a larger sample and a control group would have boosted study power. Nevertheless, the physical and functional outcomes associated with use of this technique were excellent. These results demonstrate an efficacious attempt to decrease secondary surgery rates and are therefore proof of concept that the isoelastic tension band may be used as an alternative to stainless steel in the TBW of displaced olecranon fractures with minimal or no comminution.

Conclusion

This easily reproducible technique for use of an isoelastic tension band in olecranon fracture fixation was associated with excellent physical and functional outcomes in a series of 7 patients. The rate of secondary intervention was slightly better for these patients than for patients treated with wire tension band fixation. Although more rigorous study of this device is needed, we think it is a promising alternative to wire tension band techniques.

Olecranon fractures are relatively common in adults and constitute 10% of all upper extremity injuries.^1,2 An olecranon fracture may be sustained either directly (from blunt trauma or a fall onto the tip of the elbow) or indirectly (as a result of forceful hyperextension of the triceps during a fall onto an outstretched arm). Displaced olecranon fractures with extensor discontinuity require reduction and stabilization. One treatment option is tension band wiring (TBW), which is used to manage noncomminuted fractures.³ TBW, first described by Weber and Vasey⁴ in 1963, involves transforming the distractive forces of the triceps into dynamic compression forces across the olecranon articular surface using 2 intramedullary Kirschner wires (K-wires) and stainless steel wires looped in figure-of-8 fashion.

Various modifications of the TBW technique of Weber and Vasey⁴ have been proposed to reduce the frequency of complications. These modifications include substituting screws for K-wires, aiming the angle of the K-wires into the anterior coronoid cortex or loop configuration of the stainless steel wire, using double knots and twisting procedures to finalize fixation, and using alternative materials for the loop construct.^5-8 In the literature and in our experience, patients often complain after surgery about prominent K-wires and the twisted knots used to tension the construct.^9-12 Surgeons also must address the technical difficulties of positioning the brittle wire without kinking, and avoiding slack while tensioning.

In this article, we report on the clinical outcomes of a series of 7 patients with olecranon fracture treated with a US Food and Drug Administration–approved novel isoelastic ultrahigh-molecular-weight polyethylene (UHMWPE) cerclage cable (Iso-Elastic Cerclage System, Kinamed).

Materials and Methods

Surgical Technique

The patient is arranged in a sloppy lateral position to allow access to the posterior elbow. A nonsterile tourniquet is placed on the upper arm, and the limb is sterilely prepared and draped in standard fashion. A posterolateral incision is made around the olecranon and extended proximally 6 cm and distally 6 cm along the subcutaneous border of the ulna. The fracture is visualized and comminution identified.

To provide anchorage for a pointed reduction clamp, the surgeon drills a 2.5-mm hole in the subcutaneous border of the ulnar shaft. The fracture is reduced in extension and the clamp affixed. The elbow is then flexed and the reduction confirmed visually and by imaging. After realignment of the articular surfaces, 2 longitudinal, parallel K-wires (diameter, 1.6-2.0 mm) are passed in antegrade direction through the proximal olecranon within the medullary canal of the shaft. The proximal ends must not cross the cortex so they may fully capture the figure-of-8 wire during subsequent, final advancement, and the distal ends must not pierce the anterior cortex. A 2.5-mm transverse hole is created distal to the fracture in the dorsal aspect of the ulnar shaft from medial to lateral at 2 times the distance from the tip of the olecranon to the fracture site. This hole is expanded with a 3.5-mm drill bit, allowing both strands of the cable to be passed simultaneously medial to lateral, making the figure-of-8. The 3.5-mm hole represents about 20% of the overall width of the bone, which we have not found to create a significant stress riser in either laboratory or clinical tests of this construct. Proximally, the cables are placed on the periosteum of the olecranon but deep to the triceps tendon and adjacent to the K-wires. The locking clip is placed on the posterolateral aspect of the elbow joint in a location where it can be covered with local tissue for adequate padding. The cable is then threaded through the clamping bracket and tightened slowly and gradually with a tensioning device to low torque level (Figure 1). At this stage, tension may be released to make any necessary adjustments. Last, the locking clip is deployed, securing the tension band in the clip, and the excess cable is trimmed with a scalpel. Softening and pliability of the cable during its insertion and tensioning should be noted.

The ends of the K-wires are now curved in a hook configuration. The tines of the hooks should be parallel to accommodate the cable, and then the triceps is sharply incised to bone. If the bone is hard, an awl is used to create a pilot hole so the hook may be impaled into bone while capturing the cable. Next, the triceps is closed over the pins, minimizing the potential for pin migration and backout. The 2 K-wires are left in place to keep the fragments in proper anatomical alignment during healing and to prevent displacement with elbow motion. Figure 2 is a schematic of the final construct, and Figure 3 shows the construct in a patient.

Reduction of the olecranon fracture is assessed by imaging in full extension to check for possible implant impingement. Last, we apply the previously harvested fracture callus to the fracture site. Layered closure is performed, and bulky soft dressings are applied. Postoperative immobilization with a splint is used. Gentle range-of-motion exercises begin in about 2 weeks and progress as pain allows.

A case example with preoperative and postoperative images taken at 3-month follow-up is provided in Figure 4. The entire surgical technique can be viewed in the Video.

Clinical Cases

Between July 2007 and February 2011, 7 patients with displaced olecranon fractures underwent osteosynthesis using the isoelastic tension band (Table 1). According to the Mayo classification system, 5 of these patients had type 2A fractures, 1 had a type 2B fracture with an ipsilateral nondisplaced radial neck fracture, and 1 had a type 3B fracture. There were 4 female and 3 male patients. The injury was on the dominant side in 3 patients. All patients gave informed consent to evaluation at subsequent office visits and completed outcomes questionnaires by mail several years after surgery. Mean follow-up at which outcome measures questionnaires were obtained was 3.3 years (range, 2.1-6.8 years). Exclusion criteria were age under 18 years and inability to provide informed consent, fracture patterns with extensive articular comminution, and open fractures. Permission to conduct this research was granted by institutional review board.

At each visit, patients completed the Disabilities of the Arm, Shoulder, and Hand (DASH) functional outcome survey and were evaluated according to Broberg and Morrey’s elbow scoring system.^13,14 Chart review consisted of evaluation of medical records, including radiographs and orthopedic physician notes in which preoperative examination was documented, mechanism of injury was noted, radiologic fracture pattern was evaluated, and time to bony union was recorded. Elbow motion was documented. Grip strength was measured with a calibrated Jamar dynamometer (Sammons Preston Rolyan) set at level 2, as delineated in Broberg and Morrey’s functional elbow scoring system.

Results

The 7 patients were assessed at a mean final follow-up of 19 months after surgery and received a mean Broberg and Morrey score of good (92.2/100) (Table 2). Restoration of motion and strength was excellent; compared with contralateral extremity, mean flexion arc was 96%, and mean forearm rotation was 96%. Grip was 99% of the noninjured side, perhaps the result of increased conditioning from physical therapy. Patients completed outcomes questionnaires at a mean of 3.3 years after surgery. Mean (SD) DASH score at this longest follow-up was 12.6 (17.2) (Table 2). Patients were satisfied (mean, 9.8/10; range, 9.5-10) and had little pain (mean, 0.8/10; range, 0-3). All fractures united, and there were no infections. One patient had a satisfactory union with complete restoration of motion and continued to play sports vocationally but developed pain over the locking clip 5 years after the index procedure and decided to have the implant removed. He had no radiographic evidence of K-wire or implant migration. Another patient had a minor degree of implant irritation at longest follow-up but did not request hardware removal.

Discussion

Stainless steel wire is often used in TBW because of its widespread availability, low cost, lack of immunogenicity, and relative strength.⁷ However, stainless steel wire has several disadvantages. It is susceptible to low-cycle fatigue failure, and fatigue strength may be seriously reduced secondary to incidental trauma to the wire on implantation.^15,16 Other complications are kinking, skin irritation, implant prominence, fixation loss caused by wire loosening, and inadequate initial reduction potentially requiring revision.^10,12,17-21

Isoelastic cable is a new type of cerclage cable that consists of UHMWPE strands braided over a nylon core. The particular property profile of the isoelastic tension band gives the cable intrinsic elastic and pliable qualities. In addition, unlike stainless steel, the band maintains a uniform, continuous compression force across a fracture site.²² Multifilament braided cables fatigue and fray, but the isoelastic cerclage cable showed no evidence of fraying or breakage after 1 million loading cycles.^22,23 Compared with metal wire or braided metal cable, the band also has higher fatigue strength and higher ultimate tensile strength.⁷ Furthermore, the cable is less abrasive than stainless steel, so theoretically it is less irritating to surrounding subcutaneous tissue. Last, the pliability of the band allows the surgeon to create multiple loops of cable without the wire-failure side effects related to kinking, which is common with the metal construct.

In 2010, Ting and colleagues²⁴ retrospectively studied implant failure complications associated with use of isoelastic cerclage cables in the treatment of periprosthetic fractures in total hip arthroplasty. They reported a breakage rate of 0% and noted that previously published breakage data for metallic cerclage devices ranged from 0% to 44%. They concluded that isoelastic cables were not associated with material failure, and there were no direct complications related to the cables. Similarly, Edwards and colleagues²⁵ evaluated the same type of cable used in revision shoulder arthroplasty and reported excellent success and no failures. Although these data stem from use in the femur and humerus, we think the noted benefits apply to fractures of the elbow as well, as we observed a similar breakage rate (0%).

Various studies have addressed the clinical complaints and reoperation rates associated with retained metal implants after olecranon fixation. Traditional AO (Arbeitsgemeinschaft für Osteosynthesefragen) technique involves subcutaneous placement of stainless steel wires, which often results in tissue irritation. Reoperation rates as high as 80% have been reported, and a proportion of implant removals may in fact be caused by factors related to the subcutaneous placement of the metallic implants rather than K-wire migration alone.^5,12,18 A nonmetallic isoelastic tension band can provide a more comfortable and less irritating implant, which could reduce the need for secondary intervention related to painful subcutaneous implant. One of our 7 patients had a symptomatic implant removed 5 years after surgery. This patient complained of pain over the area of the tension band device clip, so after fracture healing the entire fixation device was removed in the operating room. If reoperation is necessary, removal of intramedullary K-wires is relatively simple using a minimal incision; removal of stainless steel TBW may require a larger approach if the twisted knots cannot be easily retrieved.

A study of compression forces created by stainless steel wire demonstrated that a “finely tuned mechanical sense” was needed to produce optimal fixation compression when using stainless steel wire.²⁶ It was observed that a submaximal twist created insufficient compressive force, while an ostensibly minimal increase in twisting force above optimum abruptly caused wire failure through breakage. Cerclage cables using clasping devices, such as the current isoelastic cerclage cable, were superior in ease of application. Furthermore, a clasping device allows for cable tension readjustment that is not possible with stainless steel wire. The clasping mechanism precludes the surgeon from having to bury the stainless steel knot and allows for the objective cable-tensioning not possible with stainless steel wire. Last, the tensioning device is titratable, which allows the surgeon to set the construct at a predetermined quantitative tension, which is of benefit in patients with osteopenia.

One limitation of this study is that it did not resolve the potential for K-wire migration, and we agree with previous recommendations that careful attention to surgical technique may avoid such a complication.¹⁰ In addition, the sample was small, and the study lacked a control group; a larger sample and a control group would have boosted study power. Nevertheless, the physical and functional outcomes associated with use of this technique were excellent. These results demonstrate an efficacious attempt to decrease secondary surgery rates and are therefore proof of concept that the isoelastic tension band may be used as an alternative to stainless steel in the TBW of displaced olecranon fractures with minimal or no comminution.

Conclusion

This easily reproducible technique for use of an isoelastic tension band in olecranon fracture fixation was associated with excellent physical and functional outcomes in a series of 7 patients. The rate of secondary intervention was slightly better for these patients than for patients treated with wire tension band fixation. Although more rigorous study of this device is needed, we think it is a promising alternative to wire tension band techniques.

Olecranon fractures are relatively common in adults and constitute 10% of all upper extremity injuries.^1,2 An olecranon fracture may be sustained either directly (from blunt trauma or a fall onto the tip of the elbow) or indirectly (as a result of forceful hyperextension of the triceps during a fall onto an outstretched arm). Displaced olecranon fractures with extensor discontinuity require reduction and stabilization. One treatment option is tension band wiring (TBW), which is used to manage noncomminuted fractures.³ TBW, first described by Weber and Vasey⁴ in 1963, involves transforming the distractive forces of the triceps into dynamic compression forces across the olecranon articular surface using 2 intramedullary Kirschner wires (K-wires) and stainless steel wires looped in figure-of-8 fashion.

Various modifications of the TBW technique of Weber and Vasey⁴ have been proposed to reduce the frequency of complications. These modifications include substituting screws for K-wires, aiming the angle of the K-wires into the anterior coronoid cortex or loop configuration of the stainless steel wire, using double knots and twisting procedures to finalize fixation, and using alternative materials for the loop construct.^5-8 In the literature and in our experience, patients often complain after surgery about prominent K-wires and the twisted knots used to tension the construct.^9-12 Surgeons also must address the technical difficulties of positioning the brittle wire without kinking, and avoiding slack while tensioning.

In this article, we report on the clinical outcomes of a series of 7 patients with olecranon fracture treated with a US Food and Drug Administration–approved novel isoelastic ultrahigh-molecular-weight polyethylene (UHMWPE) cerclage cable (Iso-Elastic Cerclage System, Kinamed).

Materials and Methods

Surgical Technique

The patient is arranged in a sloppy lateral position to allow access to the posterior elbow. A nonsterile tourniquet is placed on the upper arm, and the limb is sterilely prepared and draped in standard fashion. A posterolateral incision is made around the olecranon and extended proximally 6 cm and distally 6 cm along the subcutaneous border of the ulna. The fracture is visualized and comminution identified.

To provide anchorage for a pointed reduction clamp, the surgeon drills a 2.5-mm hole in the subcutaneous border of the ulnar shaft. The fracture is reduced in extension and the clamp affixed. The elbow is then flexed and the reduction confirmed visually and by imaging. After realignment of the articular surfaces, 2 longitudinal, parallel K-wires (diameter, 1.6-2.0 mm) are passed in antegrade direction through the proximal olecranon within the medullary canal of the shaft. The proximal ends must not cross the cortex so they may fully capture the figure-of-8 wire during subsequent, final advancement, and the distal ends must not pierce the anterior cortex. A 2.5-mm transverse hole is created distal to the fracture in the dorsal aspect of the ulnar shaft from medial to lateral at 2 times the distance from the tip of the olecranon to the fracture site. This hole is expanded with a 3.5-mm drill bit, allowing both strands of the cable to be passed simultaneously medial to lateral, making the figure-of-8. The 3.5-mm hole represents about 20% of the overall width of the bone, which we have not found to create a significant stress riser in either laboratory or clinical tests of this construct. Proximally, the cables are placed on the periosteum of the olecranon but deep to the triceps tendon and adjacent to the K-wires. The locking clip is placed on the posterolateral aspect of the elbow joint in a location where it can be covered with local tissue for adequate padding. The cable is then threaded through the clamping bracket and tightened slowly and gradually with a tensioning device to low torque level (Figure 1). At this stage, tension may be released to make any necessary adjustments. Last, the locking clip is deployed, securing the tension band in the clip, and the excess cable is trimmed with a scalpel. Softening and pliability of the cable during its insertion and tensioning should be noted.

The ends of the K-wires are now curved in a hook configuration. The tines of the hooks should be parallel to accommodate the cable, and then the triceps is sharply incised to bone. If the bone is hard, an awl is used to create a pilot hole so the hook may be impaled into bone while capturing the cable. Next, the triceps is closed over the pins, minimizing the potential for pin migration and backout. The 2 K-wires are left in place to keep the fragments in proper anatomical alignment during healing and to prevent displacement with elbow motion. Figure 2 is a schematic of the final construct, and Figure 3 shows the construct in a patient.

Reduction of the olecranon fracture is assessed by imaging in full extension to check for possible implant impingement. Last, we apply the previously harvested fracture callus to the fracture site. Layered closure is performed, and bulky soft dressings are applied. Postoperative immobilization with a splint is used. Gentle range-of-motion exercises begin in about 2 weeks and progress as pain allows.

A case example with preoperative and postoperative images taken at 3-month follow-up is provided in Figure 4. The entire surgical technique can be viewed in the Video.

Clinical Cases

Between July 2007 and February 2011, 7 patients with displaced olecranon fractures underwent osteosynthesis using the isoelastic tension band (Table 1). According to the Mayo classification system, 5 of these patients had type 2A fractures, 1 had a type 2B fracture with an ipsilateral nondisplaced radial neck fracture, and 1 had a type 3B fracture. There were 4 female and 3 male patients. The injury was on the dominant side in 3 patients. All patients gave informed consent to evaluation at subsequent office visits and completed outcomes questionnaires by mail several years after surgery. Mean follow-up at which outcome measures questionnaires were obtained was 3.3 years (range, 2.1-6.8 years). Exclusion criteria were age under 18 years and inability to provide informed consent, fracture patterns with extensive articular comminution, and open fractures. Permission to conduct this research was granted by institutional review board.

At each visit, patients completed the Disabilities of the Arm, Shoulder, and Hand (DASH) functional outcome survey and were evaluated according to Broberg and Morrey’s elbow scoring system.^13,14 Chart review consisted of evaluation of medical records, including radiographs and orthopedic physician notes in which preoperative examination was documented, mechanism of injury was noted, radiologic fracture pattern was evaluated, and time to bony union was recorded. Elbow motion was documented. Grip strength was measured with a calibrated Jamar dynamometer (Sammons Preston Rolyan) set at level 2, as delineated in Broberg and Morrey’s functional elbow scoring system.

Results

The 7 patients were assessed at a mean final follow-up of 19 months after surgery and received a mean Broberg and Morrey score of good (92.2/100) (Table 2). Restoration of motion and strength was excellent; compared with contralateral extremity, mean flexion arc was 96%, and mean forearm rotation was 96%. Grip was 99% of the noninjured side, perhaps the result of increased conditioning from physical therapy. Patients completed outcomes questionnaires at a mean of 3.3 years after surgery. Mean (SD) DASH score at this longest follow-up was 12.6 (17.2) (Table 2). Patients were satisfied (mean, 9.8/10; range, 9.5-10) and had little pain (mean, 0.8/10; range, 0-3). All fractures united, and there were no infections. One patient had a satisfactory union with complete restoration of motion and continued to play sports vocationally but developed pain over the locking clip 5 years after the index procedure and decided to have the implant removed. He had no radiographic evidence of K-wire or implant migration. Another patient had a minor degree of implant irritation at longest follow-up but did not request hardware removal.

Discussion

Stainless steel wire is often used in TBW because of its widespread availability, low cost, lack of immunogenicity, and relative strength.⁷ However, stainless steel wire has several disadvantages. It is susceptible to low-cycle fatigue failure, and fatigue strength may be seriously reduced secondary to incidental trauma to the wire on implantation.^15,16 Other complications are kinking, skin irritation, implant prominence, fixation loss caused by wire loosening, and inadequate initial reduction potentially requiring revision.^10,12,17-21

Isoelastic cable is a new type of cerclage cable that consists of UHMWPE strands braided over a nylon core. The particular property profile of the isoelastic tension band gives the cable intrinsic elastic and pliable qualities. In addition, unlike stainless steel, the band maintains a uniform, continuous compression force across a fracture site.²² Multifilament braided cables fatigue and fray, but the isoelastic cerclage cable showed no evidence of fraying or breakage after 1 million loading cycles.^22,23 Compared with metal wire or braided metal cable, the band also has higher fatigue strength and higher ultimate tensile strength.⁷ Furthermore, the cable is less abrasive than stainless steel, so theoretically it is less irritating to surrounding subcutaneous tissue. Last, the pliability of the band allows the surgeon to create multiple loops of cable without the wire-failure side effects related to kinking, which is common with the metal construct.

In 2010, Ting and colleagues²⁴ retrospectively studied implant failure complications associated with use of isoelastic cerclage cables in the treatment of periprosthetic fractures in total hip arthroplasty. They reported a breakage rate of 0% and noted that previously published breakage data for metallic cerclage devices ranged from 0% to 44%. They concluded that isoelastic cables were not associated with material failure, and there were no direct complications related to the cables. Similarly, Edwards and colleagues²⁵ evaluated the same type of cable used in revision shoulder arthroplasty and reported excellent success and no failures. Although these data stem from use in the femur and humerus, we think the noted benefits apply to fractures of the elbow as well, as we observed a similar breakage rate (0%).

Various studies have addressed the clinical complaints and reoperation rates associated with retained metal implants after olecranon fixation. Traditional AO (Arbeitsgemeinschaft für Osteosynthesefragen) technique involves subcutaneous placement of stainless steel wires, which often results in tissue irritation. Reoperation rates as high as 80% have been reported, and a proportion of implant removals may in fact be caused by factors related to the subcutaneous placement of the metallic implants rather than K-wire migration alone.^5,12,18 A nonmetallic isoelastic tension band can provide a more comfortable and less irritating implant, which could reduce the need for secondary intervention related to painful subcutaneous implant. One of our 7 patients had a symptomatic implant removed 5 years after surgery. This patient complained of pain over the area of the tension band device clip, so after fracture healing the entire fixation device was removed in the operating room. If reoperation is necessary, removal of intramedullary K-wires is relatively simple using a minimal incision; removal of stainless steel TBW may require a larger approach if the twisted knots cannot be easily retrieved.

A study of compression forces created by stainless steel wire demonstrated that a “finely tuned mechanical sense” was needed to produce optimal fixation compression when using stainless steel wire.²⁶ It was observed that a submaximal twist created insufficient compressive force, while an ostensibly minimal increase in twisting force above optimum abruptly caused wire failure through breakage. Cerclage cables using clasping devices, such as the current isoelastic cerclage cable, were superior in ease of application. Furthermore, a clasping device allows for cable tension readjustment that is not possible with stainless steel wire. The clasping mechanism precludes the surgeon from having to bury the stainless steel knot and allows for the objective cable-tensioning not possible with stainless steel wire. Last, the tensioning device is titratable, which allows the surgeon to set the construct at a predetermined quantitative tension, which is of benefit in patients with osteopenia.

One limitation of this study is that it did not resolve the potential for K-wire migration, and we agree with previous recommendations that careful attention to surgical technique may avoid such a complication.¹⁰ In addition, the sample was small, and the study lacked a control group; a larger sample and a control group would have boosted study power. Nevertheless, the physical and functional outcomes associated with use of this technique were excellent. These results demonstrate an efficacious attempt to decrease secondary surgery rates and are therefore proof of concept that the isoelastic tension band may be used as an alternative to stainless steel in the TBW of displaced olecranon fractures with minimal or no comminution.

Conclusion

This easily reproducible technique for use of an isoelastic tension band in olecranon fracture fixation was associated with excellent physical and functional outcomes in a series of 7 patients. The rate of secondary intervention was slightly better for these patients than for patients treated with wire tension band fixation. Although more rigorous study of this device is needed, we think it is a promising alternative to wire tension band techniques.

Femur fractures (Orthopaedic Trauma Association classes 31, 32, 33)¹ are common childhood injuries, occurring at a rate of 19 per 100,000 children in the United States.² Peak occurrence is bimodal at ages 2 and 17 years. The most common mechanism of injury in children under 6 years is a fall, and hip spica casting is the preferred treatment modality in this group.^3-5

A bar connecting the legs of the spica cast has been shown to facilitate patient transport⁵ and significantly decrease mechanical failure of the spica cast.⁶ This bar often consists of a broom handle or pipe that must be cut to size during the case and subsequently incorporated into the cast—tasks that are often inconvenient and time-consuming for on-call or emergency department staff unfamiliar with orthopedic tools.

In this article, we review a spica cast application that incorporates a low-cost, lightweight technique for fabricating a connecting bar from existing fiberglass casting material. The Institutional Review Board at Connecticut Children’s Medical Center approved this work.

Technique of Double-Leg Spica Casting With Fiberglass Bar

A spica casting table (Orthopedic Systems) with a well-padded post is placed on the operating room table and adjusted to the length of the patient from perineum to just below the shoulders. With the patient under general anesthesia, folded towels are used to provide 2 to 4 cm of padding on the anterior torso, atop which a waterproof pantaloon is applied. The patient is transferred to the spica table, and the patient’s arms are gently secured to the casting table with cast padding or tape in an abducted position at the shoulders. A surgeon controls the legs by holding the feet with the long fingers just above the heels, the index fingers on the anterior ankle, and the thumbs on the soles of the feet. Cast padding is wrapped from the nipple line to the supramalleolar region on each leg. The bony prominences of the malleoli, patella, fibular head, femoral condyles, iliac crests, and coccyx are well padded.

Fiberglass is then rolled without compression onto the patient, beginning with the torso and perineal areas. The injured leg is wrapped to its final length above the malleoli while the uninjured leg is kept free. Maintaining the position of the injured leg with simultaneous molding at the fracture site, typically to promote valgus, allows fracture reduction. The fracture position is then checked under image intensification. For femur fractures, hip abduction and flexion are set to 45° and 90°, respectively, while knee flexion is between 50° and 90°. The uninjured leg is then wrapped with fiberglass. Additional strips of fiberglass can be used to reinforce weak junctional regions between the torso and the legs, posteriorly over the “intern’s triangle” and anteriorly along the hip crease.

A connecting fiberglass bar is then created using a fiberglass roll once the cast is hardened. A 2-inch fiberglass roll is wrapped around one leg to secure its position (Figure 1A) and then rolled around the second limb (Figure 1B). Fiberglass is then pulled taut and rolled around the bridge that has been created in order to thicken the bar (Figure 2). The roll is again brought around the closest limb, wrapped back across the bridge to the other limb, and rolled out to its full length. Last, the legs are abducted 1 to 2 cm to tension the bar (Figure 3). Although this does not produce enough movement to cause a crease and a resultant ulcer, careful inspection of common pressure points (eg, popliteal fossa) should be performed after the cast is complete.

The chest towels are removed, and the final cast is inspected clinically and fluoroscopically at the fracture site before extubation. The cast is trimmed as needed to ensure room for perineal care, as well as full ankle flexion and extension without impingement. Cast edges are further petaled with plastic tape (Hy-Tape International) to provide padding and prevent the waterproof lining from tearing.

Postoperative care involves overnight observation and caregiver practice in perineal care. Frequent rotation from supine to prone is encouraged. Nurses confirm car-seat fit before discharge. If needed, radiographs are obtained 7 to 10 days later to help with wedging adjustment. The cast is removed in the clinic when adequate callus is appreciated on subsequent radiographs.

Case Series

Our experience with this technique in 16 unilateral femur fractures has been favorable (Table). Patient age ranged from 5 months to 3 years. Mean pretreatment angulation was 13° varus and 11° procurvatum. The majority of fractures were femoral shaft fractures; 1 was proximal, 2 distal.

All fractures united without cast revision. Mean cast time was 4.5 weeks (range, 16 days–6 weeks). Immediate postoperative alignment was 2.5° varus (range, 11° valgus to 16° varus) and 7° procurvatum (range, 1° recurvatum to 22° procurvatum). Mean shortening was 1.5 cm (range, 0-2.7 cm). Final alignment was 1° valgus (range, 9° valgus to 12° varus) and 5° procurvatum (range, 0° to 22°). Mean follow-up was 8 months. There were no cases of skin maceration or cast failure. No casts precluded use of a spica car-seat. Figure 4 shows a typical case with a midshaft fracture treated with closed reduction and casting for 4 weeks with good remodeling at final follow-up, 19 months after injury.

Discussion

Although single-leg walking spica casts have been shown to safely treat low-energy femur fractures in children 1 to 6 years old,⁷ length-unstable femur fractures, bilateral femur fractures, and patients with hip dysplasia continue to be managed with a double-leg hip spica construct. Cast integrity remains fundamental to the control of most fractures and prevention of cast-related complications, such as skin maceration and ulceration. Surgeons typically use spica cast reinforcement schemes—such as cast augments of the torso–limb junction, with multiple layers of casting material or incorporation of a connecting bar between the legs, typically constructed by overwrapping a wooden dowel in casting material—to improve the mechanical stability of casts.⁶ The present technique of creating a connecting bar from fiberglass casting material significantly simplifies the standard wooden dowel approach and provided excellent results in our treatment group in terms of cast integrity and fracture alignment. In addition, at our institution, a roll of fiberglass costs $2.10, whereas a wooden dowel costs $3 to $10 and can be difficult to locate if not frequently used. Other tube-shaped materials, such as the disposable material used to package implants and tubes, carry an even lower cost. However, we have found that a single fiberglass roll is most readily available and easiest to apply.

Although proper spica cast application remains important in managing pediatric trauma, it lacks a good technical description in the literature. In this technical report, we have presented our standard spica cast application method, which minimizes the range of cast complications that have been reported, from minor skin irritation to superior mesenteric artery syndrome. Two salient technical highlights are use of waterproof pantaloon liners and cast petaling, which we have found almost eliminate the morbidity of potential skin complications, reported to occur at a rate of 28%.⁸ In addition, we forgo applying the cast on the injured leg in segments. Application of a short-leg cast on the injured leg to allow traction on the leg during cast application is of dubious utility and may be potentially harmful, with described complications of peroneal nerve palsy and compartment syndrome.^9-11 Further, it is important to use an abdominal spacer (eg, a stack of towels) under the cast padding to create room for abdominal expansion and minimize pressure thought to induce superior mesenteric artery syndrome. Plastic or rubber abdominal spacers have also been described.^12,13 Last, leg position is important for reduction and maintenance of the fracture, as well as patient care. Literature advocates minimizing hip abduction to just that needed for perineal care and maximizing hip flexion and knee extension to optimize car-seat fit and safety.¹⁴

Conclusion

Construction of a spica cast lower limb connecting bar from readily available fiberglass casting material allows a facile and rapid addition to the mechanical stability of a spica cast in the treatment of pediatric femur fractures. The technique is low-cost and obviates the need for additional extraneous materials.

Femur fractures (Orthopaedic Trauma Association classes 31, 32, 33)¹ are common childhood injuries, occurring at a rate of 19 per 100,000 children in the United States.² Peak occurrence is bimodal at ages 2 and 17 years. The most common mechanism of injury in children under 6 years is a fall, and hip spica casting is the preferred treatment modality in this group.^3-5

A bar connecting the legs of the spica cast has been shown to facilitate patient transport⁵ and significantly decrease mechanical failure of the spica cast.⁶ This bar often consists of a broom handle or pipe that must be cut to size during the case and subsequently incorporated into the cast—tasks that are often inconvenient and time-consuming for on-call or emergency department staff unfamiliar with orthopedic tools.

In this article, we review a spica cast application that incorporates a low-cost, lightweight technique for fabricating a connecting bar from existing fiberglass casting material. The Institutional Review Board at Connecticut Children’s Medical Center approved this work.

Technique of Double-Leg Spica Casting With Fiberglass Bar

A spica casting table (Orthopedic Systems) with a well-padded post is placed on the operating room table and adjusted to the length of the patient from perineum to just below the shoulders. With the patient under general anesthesia, folded towels are used to provide 2 to 4 cm of padding on the anterior torso, atop which a waterproof pantaloon is applied. The patient is transferred to the spica table, and the patient’s arms are gently secured to the casting table with cast padding or tape in an abducted position at the shoulders. A surgeon controls the legs by holding the feet with the long fingers just above the heels, the index fingers on the anterior ankle, and the thumbs on the soles of the feet. Cast padding is wrapped from the nipple line to the supramalleolar region on each leg. The bony prominences of the malleoli, patella, fibular head, femoral condyles, iliac crests, and coccyx are well padded.

Fiberglass is then rolled without compression onto the patient, beginning with the torso and perineal areas. The injured leg is wrapped to its final length above the malleoli while the uninjured leg is kept free. Maintaining the position of the injured leg with simultaneous molding at the fracture site, typically to promote valgus, allows fracture reduction. The fracture position is then checked under image intensification. For femur fractures, hip abduction and flexion are set to 45° and 90°, respectively, while knee flexion is between 50° and 90°. The uninjured leg is then wrapped with fiberglass. Additional strips of fiberglass can be used to reinforce weak junctional regions between the torso and the legs, posteriorly over the “intern’s triangle” and anteriorly along the hip crease.

A connecting fiberglass bar is then created using a fiberglass roll once the cast is hardened. A 2-inch fiberglass roll is wrapped around one leg to secure its position (Figure 1A) and then rolled around the second limb (Figure 1B). Fiberglass is then pulled taut and rolled around the bridge that has been created in order to thicken the bar (Figure 2). The roll is again brought around the closest limb, wrapped back across the bridge to the other limb, and rolled out to its full length. Last, the legs are abducted 1 to 2 cm to tension the bar (Figure 3). Although this does not produce enough movement to cause a crease and a resultant ulcer, careful inspection of common pressure points (eg, popliteal fossa) should be performed after the cast is complete.

The chest towels are removed, and the final cast is inspected clinically and fluoroscopically at the fracture site before extubation. The cast is trimmed as needed to ensure room for perineal care, as well as full ankle flexion and extension without impingement. Cast edges are further petaled with plastic tape (Hy-Tape International) to provide padding and prevent the waterproof lining from tearing.

Postoperative care involves overnight observation and caregiver practice in perineal care. Frequent rotation from supine to prone is encouraged. Nurses confirm car-seat fit before discharge. If needed, radiographs are obtained 7 to 10 days later to help with wedging adjustment. The cast is removed in the clinic when adequate callus is appreciated on subsequent radiographs.

Case Series

Our experience with this technique in 16 unilateral femur fractures has been favorable (Table). Patient age ranged from 5 months to 3 years. Mean pretreatment angulation was 13° varus and 11° procurvatum. The majority of fractures were femoral shaft fractures; 1 was proximal, 2 distal.

All fractures united without cast revision. Mean cast time was 4.5 weeks (range, 16 days–6 weeks). Immediate postoperative alignment was 2.5° varus (range, 11° valgus to 16° varus) and 7° procurvatum (range, 1° recurvatum to 22° procurvatum). Mean shortening was 1.5 cm (range, 0-2.7 cm). Final alignment was 1° valgus (range, 9° valgus to 12° varus) and 5° procurvatum (range, 0° to 22°). Mean follow-up was 8 months. There were no cases of skin maceration or cast failure. No casts precluded use of a spica car-seat. Figure 4 shows a typical case with a midshaft fracture treated with closed reduction and casting for 4 weeks with good remodeling at final follow-up, 19 months after injury.

Discussion

Although single-leg walking spica casts have been shown to safely treat low-energy femur fractures in children 1 to 6 years old,⁷ length-unstable femur fractures, bilateral femur fractures, and patients with hip dysplasia continue to be managed with a double-leg hip spica construct. Cast integrity remains fundamental to the control of most fractures and prevention of cast-related complications, such as skin maceration and ulceration. Surgeons typically use spica cast reinforcement schemes—such as cast augments of the torso–limb junction, with multiple layers of casting material or incorporation of a connecting bar between the legs, typically constructed by overwrapping a wooden dowel in casting material—to improve the mechanical stability of casts.⁶ The present technique of creating a connecting bar from fiberglass casting material significantly simplifies the standard wooden dowel approach and provided excellent results in our treatment group in terms of cast integrity and fracture alignment. In addition, at our institution, a roll of fiberglass costs $2.10, whereas a wooden dowel costs $3 to $10 and can be difficult to locate if not frequently used. Other tube-shaped materials, such as the disposable material used to package implants and tubes, carry an even lower cost. However, we have found that a single fiberglass roll is most readily available and easiest to apply.

Although proper spica cast application remains important in managing pediatric trauma, it lacks a good technical description in the literature. In this technical report, we have presented our standard spica cast application method, which minimizes the range of cast complications that have been reported, from minor skin irritation to superior mesenteric artery syndrome. Two salient technical highlights are use of waterproof pantaloon liners and cast petaling, which we have found almost eliminate the morbidity of potential skin complications, reported to occur at a rate of 28%.⁸ In addition, we forgo applying the cast on the injured leg in segments. Application of a short-leg cast on the injured leg to allow traction on the leg during cast application is of dubious utility and may be potentially harmful, with described complications of peroneal nerve palsy and compartment syndrome.^9-11 Further, it is important to use an abdominal spacer (eg, a stack of towels) under the cast padding to create room for abdominal expansion and minimize pressure thought to induce superior mesenteric artery syndrome. Plastic or rubber abdominal spacers have also been described.^12,13 Last, leg position is important for reduction and maintenance of the fracture, as well as patient care. Literature advocates minimizing hip abduction to just that needed for perineal care and maximizing hip flexion and knee extension to optimize car-seat fit and safety.¹⁴

Conclusion

Construction of a spica cast lower limb connecting bar from readily available fiberglass casting material allows a facile and rapid addition to the mechanical stability of a spica cast in the treatment of pediatric femur fractures. The technique is low-cost and obviates the need for additional extraneous materials.

Femur fractures (Orthopaedic Trauma Association classes 31, 32, 33)¹ are common childhood injuries, occurring at a rate of 19 per 100,000 children in the United States.² Peak occurrence is bimodal at ages 2 and 17 years. The most common mechanism of injury in children under 6 years is a fall, and hip spica casting is the preferred treatment modality in this group.^3-5

A bar connecting the legs of the spica cast has been shown to facilitate patient transport⁵ and significantly decrease mechanical failure of the spica cast.⁶ This bar often consists of a broom handle or pipe that must be cut to size during the case and subsequently incorporated into the cast—tasks that are often inconvenient and time-consuming for on-call or emergency department staff unfamiliar with orthopedic tools.

In this article, we review a spica cast application that incorporates a low-cost, lightweight technique for fabricating a connecting bar from existing fiberglass casting material. The Institutional Review Board at Connecticut Children’s Medical Center approved this work.

Technique of Double-Leg Spica Casting With Fiberglass Bar

A spica casting table (Orthopedic Systems) with a well-padded post is placed on the operating room table and adjusted to the length of the patient from perineum to just below the shoulders. With the patient under general anesthesia, folded towels are used to provide 2 to 4 cm of padding on the anterior torso, atop which a waterproof pantaloon is applied. The patient is transferred to the spica table, and the patient’s arms are gently secured to the casting table with cast padding or tape in an abducted position at the shoulders. A surgeon controls the legs by holding the feet with the long fingers just above the heels, the index fingers on the anterior ankle, and the thumbs on the soles of the feet. Cast padding is wrapped from the nipple line to the supramalleolar region on each leg. The bony prominences of the malleoli, patella, fibular head, femoral condyles, iliac crests, and coccyx are well padded.

Fiberglass is then rolled without compression onto the patient, beginning with the torso and perineal areas. The injured leg is wrapped to its final length above the malleoli while the uninjured leg is kept free. Maintaining the position of the injured leg with simultaneous molding at the fracture site, typically to promote valgus, allows fracture reduction. The fracture position is then checked under image intensification. For femur fractures, hip abduction and flexion are set to 45° and 90°, respectively, while knee flexion is between 50° and 90°. The uninjured leg is then wrapped with fiberglass. Additional strips of fiberglass can be used to reinforce weak junctional regions between the torso and the legs, posteriorly over the “intern’s triangle” and anteriorly along the hip crease.

A connecting fiberglass bar is then created using a fiberglass roll once the cast is hardened. A 2-inch fiberglass roll is wrapped around one leg to secure its position (Figure 1A) and then rolled around the second limb (Figure 1B). Fiberglass is then pulled taut and rolled around the bridge that has been created in order to thicken the bar (Figure 2). The roll is again brought around the closest limb, wrapped back across the bridge to the other limb, and rolled out to its full length. Last, the legs are abducted 1 to 2 cm to tension the bar (Figure 3). Although this does not produce enough movement to cause a crease and a resultant ulcer, careful inspection of common pressure points (eg, popliteal fossa) should be performed after the cast is complete.

The chest towels are removed, and the final cast is inspected clinically and fluoroscopically at the fracture site before extubation. The cast is trimmed as needed to ensure room for perineal care, as well as full ankle flexion and extension without impingement. Cast edges are further petaled with plastic tape (Hy-Tape International) to provide padding and prevent the waterproof lining from tearing.

Postoperative care involves overnight observation and caregiver practice in perineal care. Frequent rotation from supine to prone is encouraged. Nurses confirm car-seat fit before discharge. If needed, radiographs are obtained 7 to 10 days later to help with wedging adjustment. The cast is removed in the clinic when adequate callus is appreciated on subsequent radiographs.

Case Series

Our experience with this technique in 16 unilateral femur fractures has been favorable (Table). Patient age ranged from 5 months to 3 years. Mean pretreatment angulation was 13° varus and 11° procurvatum. The majority of fractures were femoral shaft fractures; 1 was proximal, 2 distal.

All fractures united without cast revision. Mean cast time was 4.5 weeks (range, 16 days–6 weeks). Immediate postoperative alignment was 2.5° varus (range, 11° valgus to 16° varus) and 7° procurvatum (range, 1° recurvatum to 22° procurvatum). Mean shortening was 1.5 cm (range, 0-2.7 cm). Final alignment was 1° valgus (range, 9° valgus to 12° varus) and 5° procurvatum (range, 0° to 22°). Mean follow-up was 8 months. There were no cases of skin maceration or cast failure. No casts precluded use of a spica car-seat. Figure 4 shows a typical case with a midshaft fracture treated with closed reduction and casting for 4 weeks with good remodeling at final follow-up, 19 months after injury.

Discussion

Although single-leg walking spica casts have been shown to safely treat low-energy femur fractures in children 1 to 6 years old,⁷ length-unstable femur fractures, bilateral femur fractures, and patients with hip dysplasia continue to be managed with a double-leg hip spica construct. Cast integrity remains fundamental to the control of most fractures and prevention of cast-related complications, such as skin maceration and ulceration. Surgeons typically use spica cast reinforcement schemes—such as cast augments of the torso–limb junction, with multiple layers of casting material or incorporation of a connecting bar between the legs, typically constructed by overwrapping a wooden dowel in casting material—to improve the mechanical stability of casts.⁶ The present technique of creating a connecting bar from fiberglass casting material significantly simplifies the standard wooden dowel approach and provided excellent results in our treatment group in terms of cast integrity and fracture alignment. In addition, at our institution, a roll of fiberglass costs $2.10, whereas a wooden dowel costs $3 to $10 and can be difficult to locate if not frequently used. Other tube-shaped materials, such as the disposable material used to package implants and tubes, carry an even lower cost. However, we have found that a single fiberglass roll is most readily available and easiest to apply.

Although proper spica cast application remains important in managing pediatric trauma, it lacks a good technical description in the literature. In this technical report, we have presented our standard spica cast application method, which minimizes the range of cast complications that have been reported, from minor skin irritation to superior mesenteric artery syndrome. Two salient technical highlights are use of waterproof pantaloon liners and cast petaling, which we have found almost eliminate the morbidity of potential skin complications, reported to occur at a rate of 28%.⁸ In addition, we forgo applying the cast on the injured leg in segments. Application of a short-leg cast on the injured leg to allow traction on the leg during cast application is of dubious utility and may be potentially harmful, with described complications of peroneal nerve palsy and compartment syndrome.^9-11 Further, it is important to use an abdominal spacer (eg, a stack of towels) under the cast padding to create room for abdominal expansion and minimize pressure thought to induce superior mesenteric artery syndrome. Plastic or rubber abdominal spacers have also been described.^12,13 Last, leg position is important for reduction and maintenance of the fracture, as well as patient care. Literature advocates minimizing hip abduction to just that needed for perineal care and maximizing hip flexion and knee extension to optimize car-seat fit and safety.¹⁴

Conclusion

Construction of a spica cast lower limb connecting bar from readily available fiberglass casting material allows a facile and rapid addition to the mechanical stability of a spica cast in the treatment of pediatric femur fractures. The technique is low-cost and obviates the need for additional extraneous materials.

Carpal tunnel syndrome (CTS) is a disorder characterized by entrapment of the median nerve at the wrist, which may lead to symptoms of pain, paresthesia, and, ultimately, thenar muscle atrophy. Surgical intervention is indicated with persistent or progressive symptoms despite nonoperative management. Timely surgical decompression aims to halt progression of this disorder and prevent permanent peripheral nerve injury.

Carpal tunnel release (CTR) is the most common hand and wrist surgery in the United States, with about 400,000 operations performed annually.^1,2 Several methods of decompressing the carpal tunnel have been described.³ These include standard open CTR (OCTR), mini-open approaches, and various endoscopic techniques. OCTR was initially described by Sir James Learmonth in 1933,⁴ and it remains the gold-standard surgical treatment for patients with symptomatic CTS. Uniform excellent results with high patient satisfaction and low complication rates have been reported in several series.^5-9 Common to all techniques is complete proximal-to-distal division of the transverse carpal ligament (TCL). Magnetic resonance imaging studies have shown that TCL transection and the resulting diastasis between the radial and ulnar leaflets cause a significant increase in the volume of the carpal tunnel, leading to decreased pressure.^10,11

Endoscopic CTR (ECTR) techniques were developed in an effort to reduce complications, scar sensitivity, and pillar pain and facilitate more rapid return to work.^12-17 Outcome studies have demonstrated that both open and endoscopic releases yield patient-reported subjective improvements over preoperative symptoms.^18-22 A randomized, controlled trial by Trumble and colleagues²³ in 2002 found that ECTR led to improved patient outcomes in the early postoperative period (first 3 months), though differences in outcomes were reduced at final follow-up. More recently (2007), a Cochrane review of 33 trials concluded there was no strong evidence favoring use of alternative techniques over OCTR.³ Further, OCTR has been found to be technically less demanding and associated with decreased complications and costs.²⁴

Indications

The benefit of median nerve decompression at the wrist for CTS is clear.^6,7 Indications for surgery in patients with CTS include persistent symptoms despite nonoperative treatment, objective sensory disturbance or motor weakness, and thenar atrophy. Symptomatic response to corticosteroid injection is predictive of success after carpal tunnel surgery.²⁵ More than 87% of patients who gain symptomatic relief from corticosteroid injection have an excellent surgical outcome.

Technique

OCTR allows direct visualization of the TCL and the distal volar forearm fascia (DVFF) and evaluation for the presence of anomalous branching patterns of the median nerve. OCTR traditionally was performed through a 4- to 5-cm longitudinal incision extending from the wrist crease proximally to the Kaplan cardinal line distally. The mini-open technique is identical with the exception of incision length. We routinely use a 2.5- to 3-cm incision. Regardless of incision length, each OCTR should proceed through the same reproducible steps.

We perform OCTR under tourniquet control. Choice of anesthesia is surgeon and patient preference. We prefer local anesthesia with conscious sedation. After conscious sedation is administered, we infiltrate the carpal tunnel and surrounding subcutaneous tissue with 10 mL of a 50:50 mixture of 0.5% bupivacaine and 1% lidocaine without epinephrine.

A 2.5- to 3-cm longitudinal incision is made along the axis of the radial border of the ring finger from the Kaplan cardinal line²⁶ and extending about 3 cm proximally toward the wrist flexion crease ulnar to the palmaris longus if present (Figure 1).

After the skin is incised longitudinally, the subcutaneous fat is mobilized and cutaneous sensory branches identified and protected. The underlying superficial palmar fascia is incised in line with the skin incision. The underlying midportion of the TCL is now visualized.

Transverse Carpal Ligament Release

Occasionally, the investing fascia along the ulnar edge of the thenar musculature is mobilized radialward (if the thenar musculature is well developed) to visualize the proximal limb of the TCL. Injury to any anomalous motor branch of the median nerve is avoided by directly visualizing and then incising the TCL (Figure 2). The TCL is incised along its ulnar border just radial to the hook of hamate from distal to proximal in line with the radial border of the ring finger. Staying near the ulnar attachment of the TCL keeps the plane of ligament division farther away from the median nerve and its recurrent motor branches. Although the ulnar neurovascular bundle typically resides ulnar to the hook of hamate in the canal of Guyon, the surgeon must be aware that it can be located radial to the hook in some instances.^27,28 In the elderly, the ulnar artery may be tortuous and enter the field and require retraction. The TCL is incised distally until the sentinel fat pad, which marks the superficial palmar arterial arch, is visualized. This bed of adipose tissue marks the distal edge of the TCL.²⁹

Proximally, subcutaneous tissues above the proximal limb of the TCL and DVFF are mobilized to about 2 cm proximal to the wrist flexion crease to create a plane for the fine long nasal turbinate speculum. The nasal turbinate speculum is then inserted into this plane above the proximal limb of the TCL and DVFF (Figure 3). Once inserted to the level of the confluence of the TCL and the DVFF, the speculum is opened.

Topside visualization is now encountered with the ulnar neurovascular bundle protected by the ulnar blade of the speculum. A long-handle scalpel is used to incise the TCL and the DVFF under direct visualization from proximal to distal in line with the previously completed distal release (Figure 4). As the nasal turbinate speculum is stretching the TCL and putting it under tension, the TCL can be heard splitting as it is being incised. Once the TCL and the DVFF are divided, the speculum is slowly closed and removed. Wide diastasis of the radial and ulnar leaflets of the TCL and the DVFF is directly visualized. Complete decompression of the median nerve from the distal forearm fascia to the superficial palmar arch is confirmed.

Adhesions between the undersurface of the radial leaflet and the flexor tendons and median nerve are mobilized. The median nerve is assessed for “hourglass” morphology or atrophy. The flexor tendons can be swept radialward with a free elevator to inspect the floor of the carpal tunnel. Flexor tenosynovectomy is not routinely performed. The incision is closed with interrupted simple sutures using 4-0 nylon.

Study Results

This study was conducted at Hand Surgery PC, Newton-Wellesley Hospital, Tufts University School of Medicine. Over a 10-month interval, 101 consecutive mini-OCTRs (63 right hands, 38 left hands) were performed with this proximal release modification in 88 patients (51 females, 37 males) by Dr. Ruchelsman and Dr. Belsky (Table). CTRs performed in the setting of wrist and/or carpal trauma were excluded. Mean age was 62.8 years. Mean follow-up was 11.3 weeks (~3 months). For isolated cases of CTR, mean tourniquet time was 16 minutes. CTS symptoms were relieved in all patients with a high degree of satisfaction as measured with history and examination findings at follow-up visits. There were no major complications (eg, infection, neural or vascular damage, severe residual pain). Four patients reported minor residual numbness in the fingers at latest follow-up but nevertheless had major improvement over preoperative baseline. These 4 patients had preoperative electromyograms or nerve conduction studies documenting the extent of their disease. There was 1 case of minor wound complication. Three weeks after surgery, the patient had a 1-cm wound opening, which closed with local wound care. The patient did not develop any drainage, infection, bleeding, or neurologic symptoms.

Discussion

Open release of the TCL—the gold standard of surgical treatment for CTS—produces reliable symptom relief in the vast majority of patients.^25,30 Given that the most common complication of carpal tunnel surgery is incomplete release of the TCL,^31,32 this technique, which uses a nasal turbinate speculum to better visualize the median nerve, could potentially reduce the reoperation rate. The nasal turbinate speculum allows the surgeon to see the confluence of the TCL and the DVFF. In addition, as the complete release can be visualized, there is minimal chance of injury.

The 2007 Cochrane review³ found no strong evidence supporting replacing OCTR with endoscopic techniques. Previous investigators have questioned the utility of ECTR given that it is higher in cost and more resource-intensive than OCTR^1,33,34 and is associated with higher rates of certain complications.^5,22,35-37 A 2004 meta-analysis of 13 randomized, controlled trials found a higher rate of reversible nerve damage with an odds ratio of 3.1 for ECTR versus OCTR.³⁵ A more recent (2006) review of more than 80 studies found transient neurapraxias in 1.45% of ECTR cases and 0.25% of OCTR cases.⁵ The same study reported overall complication rates (reversible and major neurovascular structural injuries) of 0.74% for OCTR and 1.63% for ECTR (P < .005). Another limitation of ECTR is that endoscopic techniques require a higher degree of surgical skill, which makes teaching residents and fellows more challenging.

The novel nasal turbinate speculum technique presented here is easily reproducible and allows first-time surgeons to visualize all important structures. Given that this technique does not require an endoscope or an endoscope-viewing tower, it is likely more cost-effective and requires less time for turnover between cases. Patients obtain good relief of their CTS symptoms with this technique, and most return to their daily activities within weeks after operation.

Carpal tunnel syndrome (CTS) is a disorder characterized by entrapment of the median nerve at the wrist, which may lead to symptoms of pain, paresthesia, and, ultimately, thenar muscle atrophy. Surgical intervention is indicated with persistent or progressive symptoms despite nonoperative management. Timely surgical decompression aims to halt progression of this disorder and prevent permanent peripheral nerve injury.

Carpal tunnel release (CTR) is the most common hand and wrist surgery in the United States, with about 400,000 operations performed annually.^1,2 Several methods of decompressing the carpal tunnel have been described.³ These include standard open CTR (OCTR), mini-open approaches, and various endoscopic techniques. OCTR was initially described by Sir James Learmonth in 1933,⁴ and it remains the gold-standard surgical treatment for patients with symptomatic CTS. Uniform excellent results with high patient satisfaction and low complication rates have been reported in several series.^5-9 Common to all techniques is complete proximal-to-distal division of the transverse carpal ligament (TCL). Magnetic resonance imaging studies have shown that TCL transection and the resulting diastasis between the radial and ulnar leaflets cause a significant increase in the volume of the carpal tunnel, leading to decreased pressure.^10,11

Endoscopic CTR (ECTR) techniques were developed in an effort to reduce complications, scar sensitivity, and pillar pain and facilitate more rapid return to work.^12-17 Outcome studies have demonstrated that both open and endoscopic releases yield patient-reported subjective improvements over preoperative symptoms.^18-22 A randomized, controlled trial by Trumble and colleagues²³ in 2002 found that ECTR led to improved patient outcomes in the early postoperative period (first 3 months), though differences in outcomes were reduced at final follow-up. More recently (2007), a Cochrane review of 33 trials concluded there was no strong evidence favoring use of alternative techniques over OCTR.³ Further, OCTR has been found to be technically less demanding and associated with decreased complications and costs.²⁴

Indications

The benefit of median nerve decompression at the wrist for CTS is clear.^6,7 Indications for surgery in patients with CTS include persistent symptoms despite nonoperative treatment, objective sensory disturbance or motor weakness, and thenar atrophy. Symptomatic response to corticosteroid injection is predictive of success after carpal tunnel surgery.²⁵ More than 87% of patients who gain symptomatic relief from corticosteroid injection have an excellent surgical outcome.

Technique

OCTR allows direct visualization of the TCL and the distal volar forearm fascia (DVFF) and evaluation for the presence of anomalous branching patterns of the median nerve. OCTR traditionally was performed through a 4- to 5-cm longitudinal incision extending from the wrist crease proximally to the Kaplan cardinal line distally. The mini-open technique is identical with the exception of incision length. We routinely use a 2.5- to 3-cm incision. Regardless of incision length, each OCTR should proceed through the same reproducible steps.

We perform OCTR under tourniquet control. Choice of anesthesia is surgeon and patient preference. We prefer local anesthesia with conscious sedation. After conscious sedation is administered, we infiltrate the carpal tunnel and surrounding subcutaneous tissue with 10 mL of a 50:50 mixture of 0.5% bupivacaine and 1% lidocaine without epinephrine.

A 2.5- to 3-cm longitudinal incision is made along the axis of the radial border of the ring finger from the Kaplan cardinal line²⁶ and extending about 3 cm proximally toward the wrist flexion crease ulnar to the palmaris longus if present (Figure 1).

After the skin is incised longitudinally, the subcutaneous fat is mobilized and cutaneous sensory branches identified and protected. The underlying superficial palmar fascia is incised in line with the skin incision. The underlying midportion of the TCL is now visualized.

Transverse Carpal Ligament Release

Occasionally, the investing fascia along the ulnar edge of the thenar musculature is mobilized radialward (if the thenar musculature is well developed) to visualize the proximal limb of the TCL. Injury to any anomalous motor branch of the median nerve is avoided by directly visualizing and then incising the TCL (Figure 2). The TCL is incised along its ulnar border just radial to the hook of hamate from distal to proximal in line with the radial border of the ring finger. Staying near the ulnar attachment of the TCL keeps the plane of ligament division farther away from the median nerve and its recurrent motor branches. Although the ulnar neurovascular bundle typically resides ulnar to the hook of hamate in the canal of Guyon, the surgeon must be aware that it can be located radial to the hook in some instances.^27,28 In the elderly, the ulnar artery may be tortuous and enter the field and require retraction. The TCL is incised distally until the sentinel fat pad, which marks the superficial palmar arterial arch, is visualized. This bed of adipose tissue marks the distal edge of the TCL.²⁹

Proximally, subcutaneous tissues above the proximal limb of the TCL and DVFF are mobilized to about 2 cm proximal to the wrist flexion crease to create a plane for the fine long nasal turbinate speculum. The nasal turbinate speculum is then inserted into this plane above the proximal limb of the TCL and DVFF (Figure 3). Once inserted to the level of the confluence of the TCL and the DVFF, the speculum is opened.

Topside visualization is now encountered with the ulnar neurovascular bundle protected by the ulnar blade of the speculum. A long-handle scalpel is used to incise the TCL and the DVFF under direct visualization from proximal to distal in line with the previously completed distal release (Figure 4). As the nasal turbinate speculum is stretching the TCL and putting it under tension, the TCL can be heard splitting as it is being incised. Once the TCL and the DVFF are divided, the speculum is slowly closed and removed. Wide diastasis of the radial and ulnar leaflets of the TCL and the DVFF is directly visualized. Complete decompression of the median nerve from the distal forearm fascia to the superficial palmar arch is confirmed.

Adhesions between the undersurface of the radial leaflet and the flexor tendons and median nerve are mobilized. The median nerve is assessed for “hourglass” morphology or atrophy. The flexor tendons can be swept radialward with a free elevator to inspect the floor of the carpal tunnel. Flexor tenosynovectomy is not routinely performed. The incision is closed with interrupted simple sutures using 4-0 nylon.

Study Results

This study was conducted at Hand Surgery PC, Newton-Wellesley Hospital, Tufts University School of Medicine. Over a 10-month interval, 101 consecutive mini-OCTRs (63 right hands, 38 left hands) were performed with this proximal release modification in 88 patients (51 females, 37 males) by Dr. Ruchelsman and Dr. Belsky (Table). CTRs performed in the setting of wrist and/or carpal trauma were excluded. Mean age was 62.8 years. Mean follow-up was 11.3 weeks (~3 months). For isolated cases of CTR, mean tourniquet time was 16 minutes. CTS symptoms were relieved in all patients with a high degree of satisfaction as measured with history and examination findings at follow-up visits. There were no major complications (eg, infection, neural or vascular damage, severe residual pain). Four patients reported minor residual numbness in the fingers at latest follow-up but nevertheless had major improvement over preoperative baseline. These 4 patients had preoperative electromyograms or nerve conduction studies documenting the extent of their disease. There was 1 case of minor wound complication. Three weeks after surgery, the patient had a 1-cm wound opening, which closed with local wound care. The patient did not develop any drainage, infection, bleeding, or neurologic symptoms.

Discussion

Open release of the TCL—the gold standard of surgical treatment for CTS—produces reliable symptom relief in the vast majority of patients.^25,30 Given that the most common complication of carpal tunnel surgery is incomplete release of the TCL,^31,32 this technique, which uses a nasal turbinate speculum to better visualize the median nerve, could potentially reduce the reoperation rate. The nasal turbinate speculum allows the surgeon to see the confluence of the TCL and the DVFF. In addition, as the complete release can be visualized, there is minimal chance of injury.

The 2007 Cochrane review³ found no strong evidence supporting replacing OCTR with endoscopic techniques. Previous investigators have questioned the utility of ECTR given that it is higher in cost and more resource-intensive than OCTR^1,33,34 and is associated with higher rates of certain complications.^5,22,35-37 A 2004 meta-analysis of 13 randomized, controlled trials found a higher rate of reversible nerve damage with an odds ratio of 3.1 for ECTR versus OCTR.³⁵ A more recent (2006) review of more than 80 studies found transient neurapraxias in 1.45% of ECTR cases and 0.25% of OCTR cases.⁵ The same study reported overall complication rates (reversible and major neurovascular structural injuries) of 0.74% for OCTR and 1.63% for ECTR (P < .005). Another limitation of ECTR is that endoscopic techniques require a higher degree of surgical skill, which makes teaching residents and fellows more challenging.

The novel nasal turbinate speculum technique presented here is easily reproducible and allows first-time surgeons to visualize all important structures. Given that this technique does not require an endoscope or an endoscope-viewing tower, it is likely more cost-effective and requires less time for turnover between cases. Patients obtain good relief of their CTS symptoms with this technique, and most return to their daily activities within weeks after operation.

Carpal tunnel syndrome (CTS) is a disorder characterized by entrapment of the median nerve at the wrist, which may lead to symptoms of pain, paresthesia, and, ultimately, thenar muscle atrophy. Surgical intervention is indicated with persistent or progressive symptoms despite nonoperative management. Timely surgical decompression aims to halt progression of this disorder and prevent permanent peripheral nerve injury.

Carpal tunnel release (CTR) is the most common hand and wrist surgery in the United States, with about 400,000 operations performed annually.^1,2 Several methods of decompressing the carpal tunnel have been described.³ These include standard open CTR (OCTR), mini-open approaches, and various endoscopic techniques. OCTR was initially described by Sir James Learmonth in 1933,⁴ and it remains the gold-standard surgical treatment for patients with symptomatic CTS. Uniform excellent results with high patient satisfaction and low complication rates have been reported in several series.^5-9 Common to all techniques is complete proximal-to-distal division of the transverse carpal ligament (TCL). Magnetic resonance imaging studies have shown that TCL transection and the resulting diastasis between the radial and ulnar leaflets cause a significant increase in the volume of the carpal tunnel, leading to decreased pressure.^10,11

Endoscopic CTR (ECTR) techniques were developed in an effort to reduce complications, scar sensitivity, and pillar pain and facilitate more rapid return to work.^12-17 Outcome studies have demonstrated that both open and endoscopic releases yield patient-reported subjective improvements over preoperative symptoms.^18-22 A randomized, controlled trial by Trumble and colleagues²³ in 2002 found that ECTR led to improved patient outcomes in the early postoperative period (first 3 months), though differences in outcomes were reduced at final follow-up. More recently (2007), a Cochrane review of 33 trials concluded there was no strong evidence favoring use of alternative techniques over OCTR.³ Further, OCTR has been found to be technically less demanding and associated with decreased complications and costs.²⁴

Indications

The benefit of median nerve decompression at the wrist for CTS is clear.^6,7 Indications for surgery in patients with CTS include persistent symptoms despite nonoperative treatment, objective sensory disturbance or motor weakness, and thenar atrophy. Symptomatic response to corticosteroid injection is predictive of success after carpal tunnel surgery.²⁵ More than 87% of patients who gain symptomatic relief from corticosteroid injection have an excellent surgical outcome.

Technique

OCTR allows direct visualization of the TCL and the distal volar forearm fascia (DVFF) and evaluation for the presence of anomalous branching patterns of the median nerve. OCTR traditionally was performed through a 4- to 5-cm longitudinal incision extending from the wrist crease proximally to the Kaplan cardinal line distally. The mini-open technique is identical with the exception of incision length. We routinely use a 2.5- to 3-cm incision. Regardless of incision length, each OCTR should proceed through the same reproducible steps.

We perform OCTR under tourniquet control. Choice of anesthesia is surgeon and patient preference. We prefer local anesthesia with conscious sedation. After conscious sedation is administered, we infiltrate the carpal tunnel and surrounding subcutaneous tissue with 10 mL of a 50:50 mixture of 0.5% bupivacaine and 1% lidocaine without epinephrine.

A 2.5- to 3-cm longitudinal incision is made along the axis of the radial border of the ring finger from the Kaplan cardinal line²⁶ and extending about 3 cm proximally toward the wrist flexion crease ulnar to the palmaris longus if present (Figure 1).

After the skin is incised longitudinally, the subcutaneous fat is mobilized and cutaneous sensory branches identified and protected. The underlying superficial palmar fascia is incised in line with the skin incision. The underlying midportion of the TCL is now visualized.

Transverse Carpal Ligament Release

Occasionally, the investing fascia along the ulnar edge of the thenar musculature is mobilized radialward (if the thenar musculature is well developed) to visualize the proximal limb of the TCL. Injury to any anomalous motor branch of the median nerve is avoided by directly visualizing and then incising the TCL (Figure 2). The TCL is incised along its ulnar border just radial to the hook of hamate from distal to proximal in line with the radial border of the ring finger. Staying near the ulnar attachment of the TCL keeps the plane of ligament division farther away from the median nerve and its recurrent motor branches. Although the ulnar neurovascular bundle typically resides ulnar to the hook of hamate in the canal of Guyon, the surgeon must be aware that it can be located radial to the hook in some instances.^27,28 In the elderly, the ulnar artery may be tortuous and enter the field and require retraction. The TCL is incised distally until the sentinel fat pad, which marks the superficial palmar arterial arch, is visualized. This bed of adipose tissue marks the distal edge of the TCL.²⁹

Proximally, subcutaneous tissues above the proximal limb of the TCL and DVFF are mobilized to about 2 cm proximal to the wrist flexion crease to create a plane for the fine long nasal turbinate speculum. The nasal turbinate speculum is then inserted into this plane above the proximal limb of the TCL and DVFF (Figure 3). Once inserted to the level of the confluence of the TCL and the DVFF, the speculum is opened.

Topside visualization is now encountered with the ulnar neurovascular bundle protected by the ulnar blade of the speculum. A long-handle scalpel is used to incise the TCL and the DVFF under direct visualization from proximal to distal in line with the previously completed distal release (Figure 4). As the nasal turbinate speculum is stretching the TCL and putting it under tension, the TCL can be heard splitting as it is being incised. Once the TCL and the DVFF are divided, the speculum is slowly closed and removed. Wide diastasis of the radial and ulnar leaflets of the TCL and the DVFF is directly visualized. Complete decompression of the median nerve from the distal forearm fascia to the superficial palmar arch is confirmed.

Adhesions between the undersurface of the radial leaflet and the flexor tendons and median nerve are mobilized. The median nerve is assessed for “hourglass” morphology or atrophy. The flexor tendons can be swept radialward with a free elevator to inspect the floor of the carpal tunnel. Flexor tenosynovectomy is not routinely performed. The incision is closed with interrupted simple sutures using 4-0 nylon.

Study Results

This study was conducted at Hand Surgery PC, Newton-Wellesley Hospital, Tufts University School of Medicine. Over a 10-month interval, 101 consecutive mini-OCTRs (63 right hands, 38 left hands) were performed with this proximal release modification in 88 patients (51 females, 37 males) by Dr. Ruchelsman and Dr. Belsky (Table). CTRs performed in the setting of wrist and/or carpal trauma were excluded. Mean age was 62.8 years. Mean follow-up was 11.3 weeks (~3 months). For isolated cases of CTR, mean tourniquet time was 16 minutes. CTS symptoms were relieved in all patients with a high degree of satisfaction as measured with history and examination findings at follow-up visits. There were no major complications (eg, infection, neural or vascular damage, severe residual pain). Four patients reported minor residual numbness in the fingers at latest follow-up but nevertheless had major improvement over preoperative baseline. These 4 patients had preoperative electromyograms or nerve conduction studies documenting the extent of their disease. There was 1 case of minor wound complication. Three weeks after surgery, the patient had a 1-cm wound opening, which closed with local wound care. The patient did not develop any drainage, infection, bleeding, or neurologic symptoms.

Discussion

Open release of the TCL—the gold standard of surgical treatment for CTS—produces reliable symptom relief in the vast majority of patients.^25,30 Given that the most common complication of carpal tunnel surgery is incomplete release of the TCL,^31,32 this technique, which uses a nasal turbinate speculum to better visualize the median nerve, could potentially reduce the reoperation rate. The nasal turbinate speculum allows the surgeon to see the confluence of the TCL and the DVFF. In addition, as the complete release can be visualized, there is minimal chance of injury.

The 2007 Cochrane review³ found no strong evidence supporting replacing OCTR with endoscopic techniques. Previous investigators have questioned the utility of ECTR given that it is higher in cost and more resource-intensive than OCTR^1,33,34 and is associated with higher rates of certain complications.^5,22,35-37 A 2004 meta-analysis of 13 randomized, controlled trials found a higher rate of reversible nerve damage with an odds ratio of 3.1 for ECTR versus OCTR.³⁵ A more recent (2006) review of more than 80 studies found transient neurapraxias in 1.45% of ECTR cases and 0.25% of OCTR cases.⁵ The same study reported overall complication rates (reversible and major neurovascular structural injuries) of 0.74% for OCTR and 1.63% for ECTR (P < .005). Another limitation of ECTR is that endoscopic techniques require a higher degree of surgical skill, which makes teaching residents and fellows more challenging.

The novel nasal turbinate speculum technique presented here is easily reproducible and allows first-time surgeons to visualize all important structures. Given that this technique does not require an endoscope or an endoscope-viewing tower, it is likely more cost-effective and requires less time for turnover between cases. Patients obtain good relief of their CTS symptoms with this technique, and most return to their daily activities within weeks after operation.

Patients who have been on steroids, aspirin, or anticoagulants or who are elderly may have a fragile outer skin layer that is similar to parchment paper, which may be challenging for surgeons. In these patients, the epidermal layer is thin and translucent; when a surgeon cuts through this thin layer, the tissue beneath shows minimal dermis and poor-quality fat with weakened tissue support. When undergoing excisional surgery, there is no strong tissue to help the closure sutures remain intact. Surgeons may struggle with skin tears around the sutures and dehiscence on suture removal.

This article describes a novel approach to skin closure in patients with aging or thin skin using a polyethylene film with an acrylate adhesive in the excision area to aid in maintaining skin integrity throughout the healing process following surgery.

Closure Technique

First, the skin area is cleansed with a sterilizing soap preparation. A sterile marking pen then is used to outline the excision area. A 10×12-cm layer of polyethylene film is then attached to the excision site. Excision of the tumor is performed by cutting through the film in the marked area (Figure 1A), and closure is performed by suturing the wound edges through the polyethylene film while the area is still covered with the film (Figure 1B). The sutures can be left in for 2 weeks or longer if necessary. The patient should be instructed not to remove the film or perform any extensive cleansing of the treatment area. Antibiotics should be administered, as the polyethylene film maintains its sterile integrity for 
7 days only. Because sutures are on the surface of the film, they are easily accessed for removal. 
Figure 1C shows the excision site after removal 
of the sutures and polyethylene film on the left 
tibia of a 95-year-old woman. Adhesive butterfly 
closures can be applied to strengthen the excision area after suture removal and prevent dehiscence.

Figure 1. The excision site was marked after polyethylene adhesive film was applied to a squamous cell carcinoma on the left tibia of 95-year-old woman (A). Closure was performed by suturing the wound edges through the polyethylene film (B). The excision site appeared to have no dehiscence or signs of infection after removal of the sutures and polyethylene film (C).

Case Reports

Twelve procedures for skin cancer excision were conducted in 10 patients using polyethylene adhesive film as a surgical aid due to extremely poor quality of the epidermis. The tumors were all squamous cell carcinomas and were located on the arms and legs. Patients were aged 73 to 95 years. Figure 2 demonstrates an example of excision of a squamous cell carcinoma on the left tibia of an 82-year-old man with prior dehiscence and infection after leg 
surgeries. Good results were achieved using the closure technique described here, along with prophylactic antibiotics.

Figure 2. A squamous cell carcinoma excision site on the left tibia of an 82-year-old man that had been covered with polyethylene adhesive film prior to excision (A) and 17 days following removal of the sutures and film (B).

One patient had complications from a Staphylococcus infection because antibiotics were not administered. The patient had prior infections with other surgeries. Antibiotics were given 4 days after surgery. The infection was cleared and the polyethylene film was retained for a total of 12 days.

Sutures were removed after 14 days for excision sites on the arms and 17 days for excision sites on the legs. All excision sites healed without dehiscence with a cosmetically acceptable scar. 
Figure 3A shows a completed excision on the left hand of a 92-year-old man, and Figure 3B is the 
result 5 weeks after excision.

Figure 3. A squamous cell carcinoma excision site on the left thumb of a 92-year-old man that had been covered with polyethylene adhesive film prior to exci- sion (A). No visible scarring or dehiscence was noted 5 weeks after excision, following removal of the sutures and film (B).

None of the patients reported discomfort from the polyethylene film remaining on the skin following surgery, though postoperative care required extra caution when dressing so as not to disturb or compromise the film. Patients were advised about postoperative care and were instructed not to remove the dressing. They were all given antibiotics as a necessary adjunct to maintain a lessened bacteria burden imposed by an impervious layer of acrylate adhesive. Complications resulted from failure to immediately provide antibiotics to 1 patient. The polyethylene film did not hinder healing or postoperative results.

Comment

Various techniques for handling fragile skin during surgery have been described in the literature. Fomon et al¹ discussed aging skin as it relates to plastic surgery. Foster and Chan² described a skin support technique for closing elliptical incisions in patients with fragile skin. Mazzurco and Krach³ discussed the use of a hydrocolloid dressing to aid in the closure of surgical wounds in patients with fragile skin.

The closure method described here was found to be particularly helpful when used as an adjunct to surgery in patients with fragile skin that lacked a suitable dermis. The polyethylene adhesive film helped to hold the sutures more securely. This method is cost-effective and is associated with a high level of patient satisfaction. For the surgeon, this technique may aid in dealing with difficult surgical situations and helps prevent wound complications in elderly patients or those with fragile skin.

Patients who have been on steroids, aspirin, or anticoagulants or who are elderly may have a fragile outer skin layer that is similar to parchment paper, which may be challenging for surgeons. In these patients, the epidermal layer is thin and translucent; when a surgeon cuts through this thin layer, the tissue beneath shows minimal dermis and poor-quality fat with weakened tissue support. When undergoing excisional surgery, there is no strong tissue to help the closure sutures remain intact. Surgeons may struggle with skin tears around the sutures and dehiscence on suture removal.

This article describes a novel approach to skin closure in patients with aging or thin skin using a polyethylene film with an acrylate adhesive in the excision area to aid in maintaining skin integrity throughout the healing process following surgery.

Closure Technique

First, the skin area is cleansed with a sterilizing soap preparation. A sterile marking pen then is used to outline the excision area. A 10×12-cm layer of polyethylene film is then attached to the excision site. Excision of the tumor is performed by cutting through the film in the marked area (Figure 1A), and closure is performed by suturing the wound edges through the polyethylene film while the area is still covered with the film (Figure 1B). The sutures can be left in for 2 weeks or longer if necessary. The patient should be instructed not to remove the film or perform any extensive cleansing of the treatment area. Antibiotics should be administered, as the polyethylene film maintains its sterile integrity for 
7 days only. Because sutures are on the surface of the film, they are easily accessed for removal. 
Figure 1C shows the excision site after removal 
of the sutures and polyethylene film on the left 
tibia of a 95-year-old woman. Adhesive butterfly 
closures can be applied to strengthen the excision area after suture removal and prevent dehiscence.

Figure 1. The excision site was marked after polyethylene adhesive film was applied to a squamous cell carcinoma on the left tibia of 95-year-old woman (A). Closure was performed by suturing the wound edges through the polyethylene film (B). The excision site appeared to have no dehiscence or signs of infection after removal of the sutures and polyethylene film (C).

Case Reports

Twelve procedures for skin cancer excision were conducted in 10 patients using polyethylene adhesive film as a surgical aid due to extremely poor quality of the epidermis. The tumors were all squamous cell carcinomas and were located on the arms and legs. Patients were aged 73 to 95 years. Figure 2 demonstrates an example of excision of a squamous cell carcinoma on the left tibia of an 82-year-old man with prior dehiscence and infection after leg 
surgeries. Good results were achieved using the closure technique described here, along with prophylactic antibiotics.

Figure 2. A squamous cell carcinoma excision site on the left tibia of an 82-year-old man that had been covered with polyethylene adhesive film prior to excision (A) and 17 days following removal of the sutures and film (B).

One patient had complications from a Staphylococcus infection because antibiotics were not administered. The patient had prior infections with other surgeries. Antibiotics were given 4 days after surgery. The infection was cleared and the polyethylene film was retained for a total of 12 days.

Sutures were removed after 14 days for excision sites on the arms and 17 days for excision sites on the legs. All excision sites healed without dehiscence with a cosmetically acceptable scar. 
Figure 3A shows a completed excision on the left hand of a 92-year-old man, and Figure 3B is the 
result 5 weeks after excision.

Figure 3. A squamous cell carcinoma excision site on the left thumb of a 92-year-old man that had been covered with polyethylene adhesive film prior to exci- sion (A). No visible scarring or dehiscence was noted 5 weeks after excision, following removal of the sutures and film (B).

None of the patients reported discomfort from the polyethylene film remaining on the skin following surgery, though postoperative care required extra caution when dressing so as not to disturb or compromise the film. Patients were advised about postoperative care and were instructed not to remove the dressing. They were all given antibiotics as a necessary adjunct to maintain a lessened bacteria burden imposed by an impervious layer of acrylate adhesive. Complications resulted from failure to immediately provide antibiotics to 1 patient. The polyethylene film did not hinder healing or postoperative results.

Comment

Various techniques for handling fragile skin during surgery have been described in the literature. Fomon et al¹ discussed aging skin as it relates to plastic surgery. Foster and Chan² described a skin support technique for closing elliptical incisions in patients with fragile skin. Mazzurco and Krach³ discussed the use of a hydrocolloid dressing to aid in the closure of surgical wounds in patients with fragile skin.

The closure method described here was found to be particularly helpful when used as an adjunct to surgery in patients with fragile skin that lacked a suitable dermis. The polyethylene adhesive film helped to hold the sutures more securely. This method is cost-effective and is associated with a high level of patient satisfaction. For the surgeon, this technique may aid in dealing with difficult surgical situations and helps prevent wound complications in elderly patients or those with fragile skin.

Patients who have been on steroids, aspirin, or anticoagulants or who are elderly may have a fragile outer skin layer that is similar to parchment paper, which may be challenging for surgeons. In these patients, the epidermal layer is thin and translucent; when a surgeon cuts through this thin layer, the tissue beneath shows minimal dermis and poor-quality fat with weakened tissue support. When undergoing excisional surgery, there is no strong tissue to help the closure sutures remain intact. Surgeons may struggle with skin tears around the sutures and dehiscence on suture removal.

This article describes a novel approach to skin closure in patients with aging or thin skin using a polyethylene film with an acrylate adhesive in the excision area to aid in maintaining skin integrity throughout the healing process following surgery.

Closure Technique

First, the skin area is cleansed with a sterilizing soap preparation. A sterile marking pen then is used to outline the excision area. A 10×12-cm layer of polyethylene film is then attached to the excision site. Excision of the tumor is performed by cutting through the film in the marked area (Figure 1A), and closure is performed by suturing the wound edges through the polyethylene film while the area is still covered with the film (Figure 1B). The sutures can be left in for 2 weeks or longer if necessary. The patient should be instructed not to remove the film or perform any extensive cleansing of the treatment area. Antibiotics should be administered, as the polyethylene film maintains its sterile integrity for 
7 days only. Because sutures are on the surface of the film, they are easily accessed for removal. 
Figure 1C shows the excision site after removal 
of the sutures and polyethylene film on the left 
tibia of a 95-year-old woman. Adhesive butterfly 
closures can be applied to strengthen the excision area after suture removal and prevent dehiscence.

Figure 1. The excision site was marked after polyethylene adhesive film was applied to a squamous cell carcinoma on the left tibia of 95-year-old woman (A). Closure was performed by suturing the wound edges through the polyethylene film (B). The excision site appeared to have no dehiscence or signs of infection after removal of the sutures and polyethylene film (C).

Case Reports

Twelve procedures for skin cancer excision were conducted in 10 patients using polyethylene adhesive film as a surgical aid due to extremely poor quality of the epidermis. The tumors were all squamous cell carcinomas and were located on the arms and legs. Patients were aged 73 to 95 years. Figure 2 demonstrates an example of excision of a squamous cell carcinoma on the left tibia of an 82-year-old man with prior dehiscence and infection after leg 
surgeries. Good results were achieved using the closure technique described here, along with prophylactic antibiotics.

Figure 2. A squamous cell carcinoma excision site on the left tibia of an 82-year-old man that had been covered with polyethylene adhesive film prior to excision (A) and 17 days following removal of the sutures and film (B).

One patient had complications from a Staphylococcus infection because antibiotics were not administered. The patient had prior infections with other surgeries. Antibiotics were given 4 days after surgery. The infection was cleared and the polyethylene film was retained for a total of 12 days.

Sutures were removed after 14 days for excision sites on the arms and 17 days for excision sites on the legs. All excision sites healed without dehiscence with a cosmetically acceptable scar. 
Figure 3A shows a completed excision on the left hand of a 92-year-old man, and Figure 3B is the 
result 5 weeks after excision.

Figure 3. A squamous cell carcinoma excision site on the left thumb of a 92-year-old man that had been covered with polyethylene adhesive film prior to exci- sion (A). No visible scarring or dehiscence was noted 5 weeks after excision, following removal of the sutures and film (B).

None of the patients reported discomfort from the polyethylene film remaining on the skin following surgery, though postoperative care required extra caution when dressing so as not to disturb or compromise the film. Patients were advised about postoperative care and were instructed not to remove the dressing. They were all given antibiotics as a necessary adjunct to maintain a lessened bacteria burden imposed by an impervious layer of acrylate adhesive. Complications resulted from failure to immediately provide antibiotics to 1 patient. The polyethylene film did not hinder healing or postoperative results.

Comment

Various techniques for handling fragile skin during surgery have been described in the literature. Fomon et al¹ discussed aging skin as it relates to plastic surgery. Foster and Chan² described a skin support technique for closing elliptical incisions in patients with fragile skin. Mazzurco and Krach³ discussed the use of a hydrocolloid dressing to aid in the closure of surgical wounds in patients with fragile skin.

The closure method described here was found to be particularly helpful when used as an adjunct to surgery in patients with fragile skin that lacked a suitable dermis. The polyethylene adhesive film helped to hold the sutures more securely. This method is cost-effective and is associated with a high level of patient satisfaction. For the surgeon, this technique may aid in dealing with difficult surgical situations and helps prevent wound complications in elderly patients or those with fragile skin.