Friday 29 April 2022

        Lower Limb Length Discrepancy


                                Dr. KS Dhillon


Introduction

Anatomical limb length discrepancy (LLD) can be acquired or congenital. Acquired LLD is usually due to an insult to the growth plate by trauma, radiation, infection, or tumor.  LLD can also occur secondary to fracture of the long bones with malunion or nonunion. Dislocations of the hip and dysplasia of the hip can also cause LLD.

Some causes of congenital LLD include tibial hemimelia, fibular hemimelia, congenital femoral deficiency, hemihypertrophy or other limb hypoplasias. 

Functional or non-structural shortening can also occur. It is a unilateral asymmetry of the lower extremity without any osseous shortening of the lower limb. Functional LLD may be caused by an alteration of lower limb mechanics, such as joint contracture, static or dynamic mechanical axis malalignment, and muscle weakness.

Limb length inequality is commonly associated with compensatory gait abnormalities and can lead to degenerative arthritis of the lower extremity and lumbar spine if the inequality is significant.

Besides clinical evaluation, there are several imaging modalities that are used to quantify LLD. The currently available imaging modalities include plain radiography, computed radiography, ultrasonography, CT, microdose digital radiography, and MRI.


Methods used for Assessing Leg-length Difference

1. Clinical Techniques

Tape measure: A tape measure is typically used to measure the length of the lower extremity by measuring the distance between the anterior superior iliac spine (ASIS) and the medial malleolus. Differences in the girth of the two limbs, and difficulty in identifying bony prominences as well as angular deformities can contribute to errors when we use this measurement tool.  There are certain causes of LLD such as fibular hemimelia and posttraumatic bone loss involving the foot where a significant portion of the limb shortening is distal to the ankle. Such shortening has to be measured from the pelvis to the bottom of the heel. There are cases where the lengths of the appendicular skeleton is equal, but apparent shortening can result from pelvic obliquity or contractures around the knee and hip joints. The apparent leg length can be measured from the umbilicus to the medial malleoli of the ankle.

One must not solely rely on one clinical assessment of LLD. An average value of two separate measurements is more reliable.

Standing on Blocks: The other method to measure LLD is by placing blocks of known height under the short limb to level the pelvis of the erect patient. This is known as the “indirect” clinical method for measuring LLD. This method takes into account the disparity in foot height between the two limbs. It also aids in determining the functional LLD by using varying heights of the block to establish the additional length required for the patient to feel level.

2. Imaging Methods

Plain Radiography. There are three distinct techniques for assessing LLD using standard radiography. These include orthoroentgenogram, scanogram, and teleroentgenogram. 

Orthoroentgenogram: The orthoroentgenogram was initially described by Green in 1946 [1]. An orthoroentgenogram utilizes three radiographic exposures centered over the hip, knee, and ankle joints in order to minimize magnification error. A single large cassette is placed under the patient who remains lying still between the three exposures [1]. This imaging method differs from a scanogram in that a longer cassette is required for the orthoroentgenogram. 

Scanogram: The scanogram is made with the lower limbs positioned with both patellae pointing towards the ceiling and a radio-opaque ruler taped to the table between the limbs. The patient-to-tube distance is typically 101 cm. Three separate AP images are obtained centered over the hip, knee, and ankle joints, using three separate 35 × 43-cm cassettes. The film cassette is moved under the patient between exposures while the patient remains motionless between the three exposures.

Teleroentgenogram: The teleroentgenogram is a full-length standing AP radiograph of the lower extremity. It consists of a single radiographic exposure of both lower limbs, with the x-ray beam centered at the knee from a distance of approximately 6 feet (180 cm) while the patient stands erect with both patellae pointing directly anteriorly. The pelvis is levelled with an appropriately sized lift placed under the short limb. If both iliac crests are at the same level, indicating equalization of LLD, one can simply measure the height of the lift under the short limb to calculate the LLD.

CT Scanogram:  Digitalized images obtained with a CT scan can also be used for measuring LLD [2,3]. Usually, an anteroposterior (AP) scout view of both femurs and tibias are obtained. Cursors are placed over the superior aspect of the imaged femoral head and the distal portion of the medial femoral condyle [3] with the distance between these two cursors representing the length of the individual femur. The tibial length is similarly measured between cursors placed at the medial tibial plateau and the tibial plafond. 

MRI Scan: MRI is traditionally used for soft tissue imaging but has now become an increasingly popular method to evaluate bony abnormalities as well. MRI images are obtained using a T1 weighted spin-echo sequence and the best coronal images are selected for standardized assessment of femoral length using the classic bony landmarks of the femoral head and medial femoral condyle [4].

Leitzes et al. [4] compared MRI scanogram with CT and radiographic scanogram using 12 cadaveric femoral specimens to assess the potential for assessing LLD. Three orthopaedists performed two separate measurements using each technique. Accuracy was assessed by comparing the measurements obtained with the imaging techniques and true measurement of the femoral length using an electronic caliper. The intraobserver and interobserver reliability was very high for all three techniques and all examiners. Compared to the true length of the femur, the mean absolute difference was 0.52 mm for the radiographic scanogram, 0.68 mm for the CT scanogram, and 2.90 mm for the MRI scanogram.


Radiological limb length measurement

The radiological length of the lower limb is measured from the proximal end of femoral head to the center of the tibial plafond on each side and the difference (LLD) calculated in millimeters [5].

Another way to measure the limb length is by adding up the lengths of the femur and tibia. This is called the “composed leg” limb length measurement [6]. The length of the femur can be measured from the proximal end of the femoral head to the centre of the knee joint axis. The length of the tibia can be measured from the centre of the knee joint axis to the centre of the ankle joint axis [7].

The radiological length of the femur cannot be measured from the anterior superior iliac spine (ASIS) or from the tip of the greater trochanter to the distal femur because neither the ASIS nor the greater trochanter contribute to the length of the femur. Excision of ASIS or the greater trochanter will not produce shortening of the femur.

Similarly the radiological length of the tibia cannot be measured from the medial knee joint line to the tip of the medial malleolus simply because the medial malleolus does not contribute to the length of the tibia. Excision of the medial malleolus will not produce shortening of the tibia.


Treatment

Treatment of limb length discrepancy will depend on the magnitude of discrepancy:

-    0 to 2 cm:  No treatment

-    2 to 6 cm:  Shoe lift, epiphysiodesis, shortening

-    5 to 20 cm:  Lengthening (may or may not be combined with other procedures)

-   More than 20 cm:  Prosthetic fitting


Shoe Lift:  Though many believe it is less desirable than surgical correction of a LLD up to 6 cm, a shoe lift is a satisfactory option for patients who do not desire or are not suitable for surgery.  For cosmetic reasons, up to 2 cm of the lift can be put inside the shoe with the remainder, if necessary, on the outside.   Lifts of more than 5 cm are poorly tolerated because the muscles controlling the subtalar joint have difficulty resisting inversion stresses. In patients who require a higher lift, an ankle-foot orthotic extension up the posterior calf can be added for stability. 

Epiphysiodesis: Epiphysiodesis is the treatment of choice for surgical correction of LLD in children with discrepancy from 2 to 6 cm [8,9,10,11]. Epiphysiodesis has low morbidity and low complication rate.

When carrying out surgical treatment of LLD, it is the discrepancy at maturity that is corrected and not the discrepancy in a growing child. The prediction of the effect of epiphysiodesis can be made accurately within 1 cm in almost all cases [12]. It is better to err on the side of undercorrection because there is an advantage to being tall [13,14,15,16].  Slight discrepancies are well tolerated. It is best to aim for 0.5 to 1.0 cm of undercorrection by performing the procedure slightly later. This will  allow for additional length to accommodate a brace or stiffness in the short limb.

Percutaneous epiphysiodesis is considered to be the treatment of choice when compared to open Phemister epiphysiodesis. Percutaneous epiphysiodesis is usually performed through one medial and one lateral incision under image intensifier control. The entire epiphysis can also be drilled through a single incision. Approximately 50% of the area of the plate is removed leaving a strong periphery.  Postoperative immobilization is not necessary.  Tibial epiphysiodesis should be accompanied by arrest of the proximal fibular physis in patients where more than 2.5 cm shortening is anticipated [17]. 

Open Phemister’s surgical technique can also be used. It involved removal of a rectangular block of bone from the medial and lateral physes that spanned two-thirds of the metaphyseal and one-third of the epiphyseal side of the plate. The rectangular block of bone is then reinserted in a reverse position and that would ultimately produce a bar across the growth plate.


Shortening: The indications for acute shortening are the same indications as that for epiphysiodesis. It is offered to patients who are skeletally mature and also in patients who have conditions where the extent of the discrepancy at maturity cannot be confidently predicted. Excessive shortening can be harmful because it can lead to weakness to the muscles due to the shortened muscle length.  Although shortening of 7.5 cm has been reported without loss of function [18], usually  shortening of more than 5 cm in the femur and 3 cm in the tibia is not performed.  There are two techniques of carrying out shortening:


1.Proximal Shortening:  In proximal shortening, femoral shortening is performed  at the level of the lesser trochanter with blade plate fixation. Patients recover quadriceps strength quickly, but the surgery leaves a large scar on the lateral thigh. Postoperatively weight bearing is restricted, and sometimes a second operation for removal of the plate is required.  


2. Mid-Diaphyseal Shortening:  It can be performed with an intramedullary saw followed by intramedullary rod fixation. The major disadvantages of this technique are technical complications, risk of respiratory distress syndrome during reaming [19], and significant weakness of the quadriceps. This technique leaves a small scar, and can allow for earlier weight bearing. The procedure to remove the rod is simpler than that required to remove a blade plate.  


Limb Lengthening:  Lengthening is often a procedure of last resort and is usually  reserved for those situations in which other methods of correction are not appropriate.  The goal of lengthening for most patients is less than 8 cm for the femur and 5 cm for the tibia.  Patients who require larger corrections may require simultaneous lengthening of femur and tibia, repeated staged lengthening of the same bone [20], or a supplementary shortening procedure on the long leg.    

An Ilizarov type of external fixator is applied and a metaphyseal osteotomy is performed. After the surgery, the latency period starts when the bones are allowed to rest for five to seven days to begin the healing process. After the latency period, the distraction period starts when the patient will adjust the orthopedic device so that it slowly pulls apart the two bone segments. This can be done by turning a device on the fixator. As the bone segments are slowly pulled apart, new bone forms in the space between them. This new bone is called regenerate bone.

During the distraction phase, the bone segments are pulled apart at a slow rate of approximately 1 mm per day. Approximately 2.5 cm (1 inch) of length can be gained per month. Increasing the frequency of lengthenings without changing the rate promotes faster consolidation. Lengthening by 0.25 mm four times per day is better than lengthening by 1 mm one time per day. 

When the required length has been obtained the distraction is stopped and the consolidation phase begins, where the regenerate bone slowly gets stronger. Partial weight bearing is now permitted. After the regenerate bone has fully consolidated, the orthopedic lengthening device can be removed. To provide additional protection to the new bone, a cast is usually applied for 3 to 4 weeks. 

Complication rates can be extremely high following lengthening procedures. Many patients do not reach their anticipated lengthening goals without functional compromise. Deformity due to soft tissue tension, delayed union, pin tract infections, nerve or artery damage, mechanical failure due to broken or loosened pins, fracture through the lengthening gap or deformity through the gap, are some of the most frequently encountered complications.


Prosthetic Fitting:  Amputation is a treatment of last resort for patients with a very large limb length discrepancy and for those with deformed and functionless feet [21,22]. Following the amputation, the stump is fitted with a prosthesis.  Limb length discrepancies that are anticipated to become more than 15-20 cm and those involving a femoral length less than 50% of the contralateral femur may be treated in this way [23].  This method of treatment has the advantage of only requiring one definitive operation.  

Children with below-knee amputations (BKA) can function very well. Their gait is almost normal and they can participate in recreational and sporting activities. Those with an above-knee amputation (AKA) can also function well but not as well as those with a BKA. 

A Van Nes Rotationplasty (VNPR) can be carried out in some patients where limb saving shorting of bone is carried out by bone resection. It is a surgical procedure where shortening of the leg is carried out with a rotation of 180 degrees of the lower leg which is adapted to the remaining femur. This changes the ankle function into a new knee joint and allows a limb that would otherwise perform as an AKA to function as a BKA and it provides active control and motor power to the prosthetic knee [24].

Children who undergo surgery and prosthetic fitting early in life have the best outcome.  The best time for performing a Syme amputation is toward the end of the first year of life near walking age while the best timing for rotationplasty is at about 3 years of age.  


References

  1. Green WT, Wyatt GM, Anderson M. Orthoroentgenography as a method of measuring the bones of the lower extremities. J Bone Joint Surg Am. 1946;28:60–65.
  2. Aaron A, Weinstein D, Thickman D, Eilert R. Comparison of orthoroentgenography and computed tomography in the measurement of limb-length discrepancy. J Bone Joint Surg Am. 1992;74:897–902. 
  3. Aitken GF, Flodmark O, Newman DE, Kilcoyne RF, Shuman WP. Mack LA. Leg length determination by CT digital radiography. AJR Am J Roentgenol. 1985;144:613–615.
  4. Leitzes AH, Potter HG, Amaral T, Marx RG, Lyman S, Widman RF. Reliability and accuracy of MRI scanogram in the evaluation of limb length discrepancy. J Pediatr Orthop. 2005;25:747–749. 
  5. Sabharwal et al. Reliability Analysis for Radiographic Measurement of Limb Length Discrepancy Full-Length Standing Anteroposterior Radiograph Versus Scanogram. J Pediatr Orthop & Volume 27, Number 1, January/ February 2007.
  6. Guggenberger et al. Assessment of Lower Limb Length and Alignment by Biplanar Linear Radiography: Comparison With Supine CT and Upright Full-Length Radiography. American Journal of Roentgenology. 2014;202: W161-W167. 10.2214/AJR.13.10782.
  7. Khamis, Sam, and Eli Carmeli. “A new concept for measuring leg length discrepancy.” Journal of orthopaedics vol. 14,2 276-280. 27 Mar. 2017, doi:10.1016/j.jor.2017.03.008. 
  8. Green W, Anderson M. Experiences with epiphyseal arrest in correcting discrepancies in length of the lower extremities in infantile paralysis. J Bone Joint Surg 1947;29:659-675.
  9. Menelaus M. Correction of leg length discrepancy by epiphyseal arrest. J Bone Joint Surg 1966;48B:336-339.
  10. Stephens D, Herrick W, MacEwen G. Epiphyseodesis for limb length inequality: results and indications. Clin Orthop 1978;136:41-48.
  11. White J, Stubbins SJ. Growth arrest for equalizing leg lengths. JAMA 1944;126:1146-1149.
  12. Moseley C. A straight-line graph for leg-length discrepancies. J Bone Joint Surg 1977;59-A(2):174-178.
  13. Gillis J. Too tall, too small, Champagne, CA: Institute for personality and ability testing, 1982:9-25.
  14. Grumbach M. Growth hormone therapy and the short end of the stick. N Eng J Med 1988;319(4):238-240.
  15. Mayer-Bahlburg H. Psychosocial management of short stature. In: Shaffer D, Ehrhardt A, Greenhill L, eds. The clinical guide to child psychiatry. New York: Free Press, 1985:110-144.
  16. Sandberg D, Brook A, Campos S. Short stature: a psychosocial burden requiring growth hormone therapy? J Pediatr 1994; 94:832-840.
  17. Canale S, Christian C. Techniques for epiphysiodesis about the knee. Clin Orthop Relat Res 1990;255:81-85.
  18. Moseley C. A straight-line graph for leg-length discrepancies. J Bone Joint Surg 1977;59-A(2):174-178.
  19. Edwards K, Cummings R. Fat embolism as a complication of closed femoral shortening. J Pediatr Orthop 1992;12:542-543.
  20. Khamis, Sam, and Eli Carmeli. “A new concept for measuring leg length discrepancy.” Journal of orthopaedics vol. 14,2 276-280. 27 Mar. 2017, doi:10.1016/j.jor.2017.03.008.
  21. Anderson L, Westin GW, Oppenheim WL. Syme amputation in children: indications, results, and long-term follow-up. J Pediatr Orthop 1984; 4:550-554.
  22. Mallet JF, Rigault P, Padovani JP, Finidori G, Touzet P. Braces for congenital leg length inequality in children. Rev Chir Orthop Reparatrice Appar Mot 1986;72:63-71.
  23. Gillespie R, Torode I. Classification and management of congenital abnormalities of the femur. J Bone Joint Surg 1983;65B:557-568.
  24. Setoguchi Y. Comparison of gait patterns and energy efficiency of unilateral PFFD in patients treated by symes amputation and by knee fusion and rotational osteotomy. In: ACPOC Annual Meeting. Minneapolis, MN, 1994.


Friday 22 April 2022

                   Morel-Lavallee Lesion


                                  Dr. KS Dhillon


Introduction

Maurice Morel-Lavallee, a French surgeon, in 1863 first described the Morel-Lavallee lesion. It is a closed degloving injury that occurs following trauma where the deep fascia gets separated from the skin and superficial fascia creating a potential space [1,2,3]. As a result of the trauma, lymphatics and blood vessels that lie in the vicinity are injured leading to the accumulation of lymph and blood in this potential space. A chronic inflammatory reaction sets in, which later leads to the formation of an encapsulated lesion lined by a fibrous capsule and filled with necrotic fatty tissue, debris, blood products, and fibrin [2].

The Morel-Lavallee lesion presents as a painful fluctuant swelling at the site of the trauma. The lesion is also termed as Morel-Lavallée seroma, Morel-Lavallée effusion, posttraumatic soft tissue cyst, or post-traumatic extravasation [4].The Morel-Lavallee lesion can be missed during the initial assessment and it can present later. This can lead to difficulty in management and long-term morbidity [3,5].

Etiology

The common causes of Morel-Lavallee lesions are blunt trauma, crush injuries, and high-velocity trauma [6]. About 25% of patients who develop Morel-Lavallee lesions have been involved in a road traffic accident [6,7]. This lesion is commonly associated with underlying fractures, especially of the acetabulum, proximal femur, and pelvis. 

The most commonly involved region is the greater trochanter and it accounts for more than sixty percent of the cases [5]. There are several predisposing factors that make the femoral site a common region for such lesions and these include the superficial position of the femoral bone, a large surface area, the strength of the underlying tensor fascia lata, and relative mobility of the subdermal soft tissue [8].  A body mass index of 25 kg/m or greater is a secondary predisposing factor.

Other less common sites for such lesions include the buttocks, scapular region, trunk region, and lumbosacral region. Direct-blow sports injuries to the knee can produce a Morel-Lavallee lesion [9,10]. In rare instances, these lesions have also been reported following abdominoplasty and liposuction [11].

Epidemiology

The true prevalence of this condition is not known. These lesions are often underdiagnosed and not often seen in practice. The prevalence after acetabular fractures is around 8.3%. It has a male predominance with an approximate 2:1 male to female ratio. This may be due to the male predominance in polytrauma patients [3,5].

Pathophysiology

Generation of shearing effect in between underlying deep fascial layers and superficial subcutaneous tissues due to trauma leads to a Morel-Lavallee lesion, and this results in the development of a cavity in the pre-fascial plane [12].  The Morel-Lavallee lesion develops predominantly in areas where the overlying skin is mobile, and the underlying fascia is tough, such as the quadriceps fascia, proximal to the knee, and the fascia lata in the proximal aspect of the lateral thigh [6]. The shearing force that causes separation of the layers leads to disruption of lymphatic vessels, locules of subdermal fat, and transaponeurotic capillaries [5]. 

The disruption of lymphatic vessels and capillaries leads to the leakage of blood and lymph into this cavity and results in the collection of a hemolymphatic fluid. The rate of formation will depend on the flow into the cavity and the number of vessels disrupted. With time, the blood components within the cavity gradually start to reabsorb leaving only the serosanguinous fluid in the cavity surrounded by a haemosiderin layer. The haemosiderin layer induces a cascade of inflammation in the surrounding peripheral tissues. This results in the formation of a fibrous capsule that prevents further reabsorption of fluid and leads to the formation of a chronic Morel-Lavallee lesion.[3][6]

 

 

Clinical presentation

The Morel-Lavallee lesion may present acutely or may appear days after the injury. The presentation depends on several factors. The extent and rate of hemolymphatic accumulation within the cavity, and the patient’s body habitus, will determine the clinical identification of the lesion. 

The soft tissue degloving injuries usually occur simultaneously with fractures of the proximal femur, acetabulum and pelvis. This association is related to the high-energy nature of injuries.

Letournel and Judet [13] reported that these lesions were found in 8.3% of their series of 245 acetabular fractures. Other authors [14] have suggested that the incidence of Morel-Lavallee lesion associated acetabular and pelvis fractures maybe even higher than what is reported because small lesions were likely overlooked.

In patients with Morel-Lavallee lesions, the injured area can demonstrate areas of ecchymosis, soft tissue swelling, fluctuance, or skin hypermobility. Superficial discoloration of the skin can be delayed for several days.

Hudson [15] estimated that as many as one-third of these lesions go undiagnosed at the time of acute trauma. With time the area can become painful and firm, indicating the formation of a capsule. Chronic lesions can mimic other soft-tissue lesions, including neoplasm. If left untreated, infection or necrosis of the soft-tissue envelope can occur.

The diagnosis of a Morel-Lavallee lesion is made by physical examination of the patient. Advanced imaging modalities, however, can be used to provide additional information. Especially in patients with pelvic or acetabular fracture a CT scan of the area can be obtained. The CT scan can identify small as well as large lesions. Six lesion patterns have been described depending on the lesion age and MRI findings [16].

Type 1.  Simple seroma. 

Type 2.  Subacute hematoma.

Type 3.  Mature organized hematoma. 

Type 4.  Closed fatty laceration complicated by perifascial dissection. 

Type 5.  Perifascial nodular lesion. 

Type 6.  Infected lesion with sinus tract, septations, and capsular formation.

 In general, each type is correlated with increasing complexity and chronicity of the lesion. The fluid-filled pocket is identifiable on T1-and T2-weighted MRI sequences. Many lesions occupy an extensive surface area; the average size is reported to be 30 x12 cm [17].

The MRI characteristics can help to define the age of the lesion. Acute lesions are hypointense on T1 weighted images and hyperintense on T2 weighted sequences. Subacute lesions are homogenously hyperintense on both T1 and T2 weighted sequences, with a peripheral capsule that is hypointense on both T1 and T2 weighted sequences [18]. The area may demonstrate heterogeneous composition, depending on the age of its varied contents. Other atypical MRI features include perifascial dissection, fatty layer lacerations, and development of multiple septations.

Treatment

Currently, there are no specific guidelines in the literature regarding the management of Morel-Lavallee lesions. There are multiple low evidence studies that show variable results of multiple treatment modalities. The treatment modalities include conservative management, percutaneous aspiration, sclerodesis, and open surgery.

Conservative treatment

Small acute Morel-Lavallee lesions (less than 50 cm x 3) with no capsule can be treated conservatively. This can be done by application of a compression bandage to soft tissue swelling. This, however, requires high patient compliance.

In chronic cases and in patients with large lesions, nonoperative management is not suitable, and surgical intervention is usually required [19].

 

 

Percutaneous Aspiration

Percutaneous aspiration can be carried out for small lesions ((less than 50 cm x 3). There are few studies that show effective results after percutaneous aspiration of the Morel-Lavallee lesion. The recurrence rate, however, is high, especially in lesions with a volume of more than 50 ml, for which multiple aspirations are usually required.

Sclerodesis

Sclerodesis has been successfully used in the treatment of Morel-Lavallee lesions, especially in patients in whom percutaneous aspiration had failed. The agents that are commonly used for sclerosing include doxycycline, vancomycin, tetracycline, erythromycin, bleomycin, talc and absolute ethanol. These agents produce cellular destruction within the periphery of the lesion, and this later leads to fibrosis. The overall efficacy of sclerodesis in managing Morel-Lavallée lesions is 95.7% [20]. 

Open Drainage and Mass Resection

Operative treatment is carried out for large lesions and in those where other forms of treatment have failed. There are 3 types of surgery that can be carried out.

1.Single-incision irrigation and debridement (I&D)

Single incision irrigation and debridement is carried out for large lesions (> 50 cm x 3) or persistent lesions that have failed non-operative management. The lesion should not be in the way of surgical approach for an underlying fracture. The outcome is a successful resolution of the lesion in up to 75% of cases with a single I&D and more than one I&D may be required for very large lesions.

2.Dual-incision I&D

A dual incision I&D is carried out in patients whose lesion overlies the surgical approach for fracture management and also in patients in whom the lesion is discovered intra-operatively during surgical approach. The lesions near a surgical approach have a higher rate of infection and may require several I&Ds prior to definitive management of the underlying fracture. 

 

 3.Open debridement with resection of the fibrous capsule

Open debridement with resection of the fibrous cyst is carried out in patients who have chronic lesions with pseudocyst formation. The outcome of treatment is mixed. Often multiple surgeries are required for eradication of the lesion. If the skin overlying the lesion is necrotic, then the dead tissue has to be debrided, and reconstruction of the soft tissue envelope carried out [21,22]. In patients where open drainage has failed, the last treatment modality is en masse resection of the lesion with an intact capsule [3].

Differential Diagnosis

The differential diagnosis of the Morel-Lavallee lesion includes, post-traumatic fat necrosis, post-operative seroma, coagulopathy-related hematoma, and post-traumatic myositis ossificans with diffuse subcutaneous edema. Postoperative seromas hold various pathological similarities with Morel-Lavallee lesions. Since Morel-Lavallee lesions can clinically, pathologically, and radiographically simulate multiple other conditions, a prior history of trauma can play a pivotal role in arriving at the diagnosis [2].

Prognosis

The prognosis of a Morel Lavallee lesion depends on several factors. Small acute lesions usually heal themselves without operative management and have an excellent prognosis. Larger lesions pose a risk factor for postoperative surgical site infection for the associated fractures. They may also dictate the timing of surgical intervention and the surgical approach chosen for the fractures. In chronic lesions the formation of the pseudocapsule prevents reabsorption of the contents, and that leads to undesirable sequelae leading to a poor prognosis.[23]

Complications

1.Recurrence

Recurrence is the most common complication. Recurrence occurs in upto 56% of patients who had non-operative treatment and in 15-20% of patients who had open debridements. The risk factors for recurrence are inadequate debridement and larger lesions. The treatment for recurrence include, repeat debridement and placement of drain, use of wound vacuum with secondary healing that usually requires delayed skin graft, and use of sclerotherapy with talc or other sclerosing compounds.

2.Pseudocyst formation

The risk factor for pseudocyst formation is a chronic untreated Morel-Lavallee lesion. The treatment is open debridement with resection of the fibrous capsule.

3.Skin necrosis

The risk factors for skin necrosis are delay in treatment, loss of epidermal blood supply due to inciting events or several repeat debridements of large lesions. The treatment is skin grafting.

3.Peri-operative infection

The presence of a Morel-Lavallee lesion has been cited as an independent risk factor for postoperative surgical site infection following acetabular and pelvic surgery.

Conclusion

Morel-Lavallee Lesion is a closed degloving injury that occurs following trauma where the deep fascia gets separated from the skin and superficial fascia creating a potential space. It presents as a painful fluctuant swelling at the site of the trauma. The lesion is also termed as Morel-Lavallée seroma, Morel-Lavallée effusion, post traumatic soft tissue cyst, or post-traumatic extravasation. It can be missed during the initial assessment and it can present later. 

Diagnosis requires a high index of suspicion with presence of an area of ecchymosis, swelling, fluctuance and skin hypermobility in the polytrauma patient with underlying fractures.

Treatment for most lesions is operative irrigation and debridement given the proximity to planned surgical incisions and increased risk of infection.

Complications such as recurrence, pseudocyst formation, skin necrosis, and infection are common.

The overall prognosis varies with chronicity of the lesion and size of the lesion.

 

 

References

  1. Haydon N, Zoumaras J. Surgical management of morel-lavallee lesion. Eplasty. 2015;15:ic14.
  2. Nair AV, Nazar P, Sekhar R, Ramachandran P, Moorthy S. Morel-Lavallée lesion: A closed degloving injury that requires real attention. Indian J Radiol Imaging. 2014 Jul;24(3):288-90. 
  3. Singh R, Rymer B, Youssef B, Lim J. The Morel-Lavallée lesion and its management: A review of the literature. J Orthop. 2018 Dec;15(4):917-921.
  4. Gummalla KM, George M, Dutta R. Morel-Lavallee lesion: case report of a rare extensive degloving soft tissue injury. Ulus Travma Acil Cerrahi Derg. 2014 Jan;20(1):63-5.
  5. Diviti S, Gupta N, Hooda K, Sharma K, Lo L. Morel-Lavallee Lesions-Review of Pathophysiology, Clinical Findings, Imaging Findings and Management. J Clin Diagn Res. 2017 Apr;11(4):TE01-TE04.
  6.  Bonilla-Yoon I, Masih S, Patel DB, White EA, Levine BD, Chow K, Gottsegen CJ, Matcuk GR. The Morel-Lavallée lesion: pathophysiology, clinical presentation, imaging features, and treatment options. Emerg Radiol. 2014 Feb;21(1):35-43. 
  7. Vanhegan IS, Dala-Ali B, Verhelst L, Mallucci P, Haddad FS. The morel-lavallée lesion as a rare differential diagnosis for recalcitrant bursitis of the knee: case report and literature review. Case Rep Orthop. 2012;2012:593193.
  8. Li H, Zhang F, Lei G. Morel-Lavallee lesion. Chin Med J (Engl). 2014;127(7):1351-6.
  9. Mellado JM, Pérez del Palomar L, Díaz L, Ramos A, Saurí A. Long-standing Morel-Lavallée lesions of the trochanteric region and proximal thigh: MRI features in five patients. AJR Am J Roentgenol. 2004 May;182(5):1289-94. 
  10. Tejwani SG, Cohen SB, Bradley JP. Management of Morel-Lavallee lesion of the knee: twenty-seven cases in the national football league. Am J Sports Med. 2007 Jul;35(7):1162-7.
  11. Kumar Y, Wadhwa V, Phillips L, Pezeshk P, Chhabra A. MR imaging of skeletal muscle signal alterations: Systematic approach to evaluation. Eur J Radiol. 2016 May;85(5):922-35.
  12. Jones RM, Hart AM. Surgical treatment of a Morel-Lavallée lesion of the distal thigh with the use of lymphatic mapping and fibrin sealant. J Plast Reconstr Aesthet Surg. 2012 Nov;65(11):1589-91.
  13. Letournel E, Judet R: Fractures of the Acetabulum, ed 2. Berlin, Springer Verlag, 1993.
  14. Hak DJ, Olson SA, Matta JM: Diagnosis and management of closed internal degloving injuries associated with pelvic and acetabular fractures: The MorelLavallée lesion. J Trauma 1997;42(6):1046-1051.
  15. Hudson DA: Missed closed degloving injuries: Late presentation as a contour deformity. Plast Reconstr Surg 1996;98(2):334-337.
  16. Bonilla-Yoon I, Masih S, Patel DB, et al:The Morel-Lavallée lesion: Pathophysiology, clinical presentation, imaging features, and treatment options. Emerg Radiol 2014;21(1):35-43.
  17. Tseng S, Tornetta P III: Percutaneous management of Morel-Lavallee lesions. J Bone Joint Surg Am 2006;88(1):92-96.
  18. Mellado JM, Bencardino JT: MorelLavallée lesion: Review with emphasis on MR imaging. Magn Reson Imaging Clin N Am 2005;13(4):775-782.
  19. Shen C, Peng JP, Chen XD. Efficacy of treatment in peri-pelvic Morel-Lavallee lesion: a systematic review of the literature. Arch Orthop Trauma Surg. 2013 May;133(5):635-40.
  20. Agrawal U, Tiwari V. Morel Lavallee Lesion. [Updated 2021 Dec 30]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2022 Jan-. Available from: https://www.ncbi.nlm.nih.gov/books/NBK574532/.
  21. Shen C, Peng JP, Chen XD. Efficacy of treatment in peri-pelvic Morel-Lavallee lesion: a systematic review of the literature. Arch Orthop Trauma Surg. 2013 May;133(5):635-40. 
  22. Carlson DA, Simmons J, Sando W, Weber T, Clements B. Morel-lavalée lesions treated with debridement and meticulous dead space closure: surgical technique. J Orthop Trauma. 2007 Feb;21(2):140-4.
  23. Hussein K, White B, Sampson M, Gupta S. Pictorial review of Morel-Lavallée lesions. J Med Imaging Radiat Oncol. 2019 Apr;63(2):212-215.


Thursday 14 April 2022

             Achilles Tendon Rupture



                           Dr. KS Dhillon


Introduction

The Achilles tendon is the strongest tendon in the human body [1]. It is the most common tendon rupture in the lower extremities.  The injury commonly occurs in adults in their third to fifth decade of life [2].  Acute ruptures usually present with sudden onset of pain associated with a snapping or audible pop heard at the site of injury.  Patients often describe the sensation of being kicked in the back of the lower leg. The injury causes significant pain and disability.

These injuries typically occur in individuals who are only active intermittently (the "weekend warrior" athletes). The injury is misdiagnosed as an ankle sprain in 20% to 25% of patients.  Ten percent of the patients give a history of prodromal symptoms. The known risk factors for tendon rupture include prior intratendinous degeneration, fluoroquinolone use, steroid injections, and inflammatory arthritides [3,4,5,6].


Anatomy

The Achilles tendon is the strongest and largest tendon in the body. The tendinous fibers of the gastrocnemius originating from the distal femur and those of the soleus muscle originating from the proximal tibia coalesce to form the Achilles tendon and the tendon inserts on the posterior calcaneal tuberosity. The tendon is approximately 15cm in length. It travels distally and twists approximately 90° internally so that its initial anterior fibers of the gastrocnemius insert laterally and the initial posterior fibers of the soleus insert on the medial aspect of the Achilles tendon. The Kager's fat pad that is located anterior to the Achilles tendon protects blood vessels entering the tendon.


The tendon has no tendon sheath but it has a highly vascularized paratenon that acts as a conduit for the vasculature of the tendon and it facilitates tendon gliding between the subcutaneous tissue and posterior fascia. The proximal and distal sections of the tendon are supplied by the posterior tibial artery and the midsection which is 2 to 6 cm from the insertion point is supplied by the peroneal artery. Since the midsection receives a relatively poor blood supply, it is most vulnerable to degeneration and rupture.


Etiology

There are several causes for the rupture of the tendon Achilles and these include sudden forced plantar flexion of the foot, direct trauma to the tendon, and long-standing tendinopathy or intratendinous degeneration. Sports that are commonly associated with Achilles tendon rupture include tennis, diving,  basketball, and track events. Poor conditioning before exercise, prolonged use of corticosteroids, overexertion, and the use of quinolone antibiotics increases the risk of tendon rupture. The rupture usually occurs about two to four cm proximal to the calcaneal insertion of the tendon. In those who are right-handed, the left Achilles tendon is most likely to rupture and vice versa [7,8,9].


The cause of Achilles tendon injury is multifactorial. The injury is most often seen in gymnasts, cyclists, runners, and volleyball players. In cyclists, the combination of low saddle height and extreme dorsiflexion of the ankle during pedaling may be a factor responsible for the injury.

There are systemic diseases that can be associated with Achilles tendon injuries and these include [10]: 

  • Chronic renal failure
  • Collagen deficiency
  • Diabetes mellitus
  • Gout
  • Infections
  • Lupus
  • Parathyroid disorders
  • Rheumatoid arthritis
  • Thyroid disorders 


There are foot problems that can increase the risk of Achilles tendon injuries and these include [10]:

  • Cavus foot
  • Insufficient gastrocsoleus flexibility and strength
  • limited ability to perform ankle dorsiflexion
  • Tibia vara
  • Varus alignment with functional hyperpronation


Achilles tendon rupture is often more common in people with O blood group. Furthermore, anyone with a family history is also at a higher risk of developing Achilles tendon rupture.


Epidemiology

The incidence of Achilles tendon rupture varies in the literature. Recent studies report a rate of 18 patients per 100,000 patient population annually [10].  In athletes, the incidence of achilles tendon injuries ranges from 6% to 18%. Football players are the least likely to develop this problem compared to tennis players and gymnasts. About a million athletes suffer from Achilles tendon injuries each year [11].

The true incidence of Achilles tendinosis is not known. The reported incidence rates are 9% in dancers, 7% to 18% in runners, 5% in gymnasts, 2% in tennis players, and less than 1% in American football players. 

The incidence of Achilles tendon injuries is on the increase because more people are participating in sports. 

Achilles tendon injuries are more common in males (6:1, male-female ratio), and this is probably related to greater participation in sporting activities. Most injuries occur between the third and fifth decade of life.


Pathophysiology

Achilles tendonitis is usually not associated with primary prostaglandin mediated inflammation. There is neurogenic inflammation with the presence of calcitonin gene-related peptide and substance P. Histopathological examination shows thickening and fibrin adhesions of the tendon with the occasional disarray of the fibers [10].

Neurovascularization is usually seen in the degenerating tendon. Tendon rupture is usually the terminal event of this degenerative process. After rupture, type 111 collagen is the major collagen manufactured, which suggests that the repair process is incomplete. Studies in animals show that if there is more than 8% stretching of the original length, tendon rupture is likely.

The proximal part of the tendon receives its blood from the muscle bellies connected to the tendon. Blood supply to the distal segment of the tendon comes from the tendon-bone interface.


History and Physical Examination

Patients with tendon Achilles rupture usually present with acute, sharp pain in the region of the Achilles tendon. Physical examination shows that the patient is unable to stand on the toes. The ankle plantar flexion is very weak. Palpation may show a discontinuity of the tendon. There are signs of bruising around the posterior ankle.

The following clinical test can help in the diagnosis of tendon Achilles rupture:

1. Thompson test: Also known as the “calf squeeze test,” it is an accurate test to detect Achilles tendon rupture. The patient is made to lie prone with the knee flexed to 90 degrees. The gastrocnemius is then squeezed and if the ankle does not plantarflex then the test is positive and it indicates the presence of a rupture. 

2. Matles test (Fig 1): The patient is placed in the prone position with the knees flexed at 90 degrees. In a positive Matles test the affected foot is in an increased dorsiflexed position instead of a resting plantar flexed position when compared to the contralateral limb. 


Fig 1- Matles test


Evaluation

An x-ray of the ankle can be done to rule out a fracture of the posterior calcaneus and exclude other pathology. An ultrasound can be useful to determine partial from complete tears. An MRI will be useful when the clinical findings are equivocal and in patients with chronic ruptures. The MRI will show acute rupture with retracted tendon edges.


Management of the rupture

The initial treatment of Achilles tendon rupture is rest, elevation, pain control, and functional bracing. The debate surrounding the potential benefits versus risks of surgical intervention still continues. Several studies have demonstrated good functional results and patient satisfaction with both operative and nonoperative treatment modalities. 

Healing rates with serial casting/functional bracing are the same as compared to surgical repair of the tendon. However, return to work may be slightly prolonged in patients treated nonoperatively. All patients require both physical and orthotic therapy to help strengthen the muscles and improve the range of motion of the ankle [5,12,13].

Rehabilitation is critical to regaining optimal ankle function. While there remains debate regarding the optimal treatment modality, the general consensus includes the following:

1. Patients with relatively sedentary lifestyle and those with significant medical comorbidities are usually recommended to have nonoperative treatment.

2. Those with soft tissue/skin integrity problems are also advised nonoperative treatment.

3. The patient and surgeon discussion should include a detailed discussion about the current literature reporting satisfactory outcomes with both treatment plans. 

3. Possibility of quicker return to work with operative intervention should be made known to the patient.

4. The plantar flexion strength is the same on long term follow up with both treatments.

5. There is an increased risk of re-rupture and/or re-injury with nonoperative treatment as compared to operative treatment.

6. The complication rates are higher with operative treatment.


There are several techniques for repair of the Achilles tendon, but all involve approximation of the torn ends. Sometimes the repair is reinforced by the gastrocsoleus aponeurosis or the plantaris tendon.  Overall, the healing rates between casting and surgical repair are quite similar. 

The claims about an early return to activity after surgery are now being questioned. If a cast is applied, it should remain for at least 6-12 weeks. There are several benefits of a non-surgical approach and that include no hospital admission costs, no wound complications and no risk of anesthesia. 

New studies show equivalent rates of re-rupture after functional rehabilitation and operative repair [14].

Operative treatment can include:

1. Open end-to-end achilles tendon repair. It is indicated in patients with acute ruptures (approximately <6 weeks). 

2. Percutaneous Achilles tendon repair. It is indicated where there are concerns over cosmesis of traditional scar. With this technique there is a higher risk of sural nerve injury. There is a lesser risk of infection and wound complications as compared with open repair.

3. Reconstruction with VY advancement. This is indicated in patients with chronic ruptures with defects of less than 3cm.

4. Flexor hallucis longus transfer with or without VY advancement of gastrocnemius. It is indicated in patients with chronic ruptures with a more than 3cm defect. It requires a functioning tibial nerve.


Complications

Complications of operative treatment of acute Achilles tendon rupture include infection, sural nerve injury, rerupture, deep vein thrombosis, and hypertrophic scars. Hence, operative treatment may not be appropriate for patients with diabetic mellitus, and peripheral vascular disease and in low-demand patients. 


Infection

The most serious complication following open tendon repair is infection. Infection and wound problems occur after surgery and the incidence of these complications is about 12.5% [15,16]. 

To prevent an infection, superficial dissection should be avoided during incision and the synovial tissue envelope should be restored as much as possible before the paratenon is repaired. Minimal number of sutures must be used to obviate delayed infection around the subcutaneous suture knot. Absorbable sutures are preferable to nonabsorbable sutures, which increase the risk of delayed infection or irritation.


Calf Muscle Weakness

Even without proper healing of a ruptured Achilles tendon, individuals are able to walk. A permanent functional deficit, however, remains. The ultimate goal of treatment of patients with tendoachilles rupture is to prevent residual calf muscle weakness. The ability to perform a single heel raise is a valid indicator of calf muscle strength. Most patients with a neglected tear are unable to perform a single heel raise [17,18].


Rerupture

Rerupture of the tendon Achilles has been reported after surgical repair. Rettig et al [19] reported a postoperative rerupture rate of 4.5% in their patients, and 16.6% of this occurred in those aged 30 years or younger.  Care must be taken during aggressive rehabilitation in younger patients. Reito et al [20] reported a rerupture rate of 7.1% in 210 patients with acute Achilles tendon rupture after conservative treatment. This complication occurred within 12 weeks after treatment in most cases. They suggested extra care should be taken in the first month after nonoperative treatment. Young et al [21] found that 9 of the total 12 reruptures (75%) occurred within 3 months after surgery and that there was no association between the rerupture rate and the repair method.


Prognosis

Generally, patients will resume normal ambulation within 12.5 to 18 weeks after an acute rupture of the Achilles tendon [22]. Without doubt early weight bearing and rehabilitation contributes to improved prognosis [14,22,23].

Patients are usually advised against running and non-contact sports for 16 to 20 weeks following the injury [24]. Van Sterkenburg et al [25] suggested the following criteria for return to running: 

  • The ability to perform repetitive single heel raises and toe walking
  •  Equal to or less than 25% calf strength deficit compared to the normal side at 12 weeks after injury.


According to Olsson et al [26], the heel raise ability is an important indicator of general level of tendon healing. Their study showed that 40 out of 81 patients (49%) with acute Achilles tendon ruptures were unable to perform a single heel raise at 12 weeks after the injury. 

In a study by Ryu et al [27] 87 of their 112 patients with acute Achilles tendon ruptures had difficulty with a single heel raise at 3 months after open tenorrhaphy followed by early rehabilitation. However, at 6 months postoperation all patients were able to raise the heel.

McCormack and Bovard [28] carried out a systematic review and meta-analysis of randomised controlled trials and found that patients had a 10% to 30% calf strength deficit on the injured side compared to the uninjured side in patients with acute Achilles tendon tears.

Ryu et al [27] also found that in patients who were able to perform single heel raises and sports after operative repair of acute tears and early rehabilitation, the calf circumference decreased by an average of 1.6 cm on the injured side. The isokinetic flexion peak torque deficit at 30°/sec was 16% (range, 0% to 21%) on the injured side as compared with the uninjured side.


Conclusions

Acute Achilles tendon ruptures must be differentiated from ruptures that occur due to chronic degeneration of the tendon. Acute rupture of a healthy tendon can be successfully treated either conservatively or surgically. Rehabilitation is a crucial component of treatment following both methods of treatment. The patient's adherence to rehabilitation should be taken into consideration when treating patients with ruptured tendon Achilles. Rehabilitation during the first 6 months after injury is very important. The focus of rehabilitation is to prevent rerupture during the first 2 months and improving calf muscle strength between 2 months and 3 months after injury. Between 3 months and 6 months after injury, rehabilitation efforts are directed toward return to sports through strengthening and proprioceptive exercises. During rehabilitation care should be taken not to cause hyperdorsiflexion of the ankle to prevent calf muscle weakness.

Surgical treatment can be associated with complications. Heel raise ability is an important indicator of general level of tendon healing. By 6 months post operation all patients are usually able to do a heel raise.

In patients with Achilles tendon tear, there is a 10% to 30% calf strength deficit on the injured side compared to the uninjured side. The calf circumference is also decreased by an average of 1.6 cm on the injured side.


References

  1. Järvinen TA, Kannus P, Paavola M, Järvinen TL, Józsa L, Järvinen M. Achilles tendon injuries. Curr Opin Rheumatol. 2001 Mar;13(2):150-5. doi: 10.1097/00002281-200103000-00009. PMID: 11224740.
  2. Järvinen TA, Kannus P, Maffulli N, Khan KM. Achilles tendon disorders: etiology and epidemiology. Foot Ankle Clin. 2005 Jun;10(2):255-66.
  3. Carmont MR. Achilles tendon rupture: the evaluation and outcome of percutaneous and minimally invasive repair. Br J Sports Med. 2018 Oct;52(19):1281-1282.
  4. Noback PC, Freibott CE, Tantigate D, Jang E, Greisberg JK, Wong T, Vosseller JT. Prevalence of Asymptomatic Achilles Tendinosis. Foot Ankle Int. 2018 Oct;39(10):1205-1209.
  5. Haapasalo H, Peltoniemi U, Laine HJ, Kannus P, Mattila VM. Treatment of acute Achilles tendon rupture with a standardised protocol. Arch Orthop Trauma Surg. 2018 Aug;138(8):1089-1096.
  6. Yasui Y, Tonogai I, Rosenbaum AJ, Shimozono Y, Kawano H, Kennedy JG. The Risk of Achilles Tendon Rupture in the Patients with Achilles Tendinopathy: Healthcare Database Analysis in the United States. Biomed Res Int. 2017;2017:7021862.
  7. Alušík Š, Paluch Z. [Drug induced tendon injury]. Vnitr Lek. 2018 Winter;63(12):967-971. 
  8. Ahmad J, Jones K. The Effect of Obesity on Surgical Treatment of Achilles Tendon Ruptures. J Am Acad Orthop Surg. 2017 Nov;25(11):773-779. 
  9. Egger AC, Berkowitz MJ. Achilles tendon injuries. Curr Rev Musculoskelet Med. 2017 Mar;10(1):72-80.
  10. Shamrock and Varacallo. Achilles Tendon Rupture at https://www.ncbi.nlm.nih.gov/books/NBK430844/. 
  11. Maffulli N, Via AG, Oliva F. Chronic Achilles Tendon Rupture. Open Orthop J. 2017;11:660-669.
  12. Kanchanatawan W, Densiri-Aksorn W, Maneesrisajja T, Suppauksorn S, Arirachakaran A, Rungchamrussopa P, Boonma P. Hybrid Achilles Tendon Repair. Arthrosc Tech. 2018 Jun;7(6): e639-e644.
  13. Westin O, Svensson M, Nilsson Helander K, Samuelsson K, Grävare Silbernagel K, Olsson N, Karlsson J, Hansson Olofsson E. Cost-effectiveness analysis of surgical versus non-surgical management of acute Achilles tendon ruptures. Knee Surg Sports Traumatol Arthrosc. 2018 Oct;26(10):3074-3082.
  14. Willits K, Amendola A, Bryant D, Mohtadi NG, Giffin JR, Fowler P, Kean CO, Kirkley A. Operative versus nonoperative treatment of acute Achilles tendon ruptures: a multicenter randomized trial using accelerated functional rehabilitation. J Bone Joint Surg Am. 2010 Dec 1;92(17):2767-75. doi: 10.2106/JBJS.I.01401. Epub 2010 Oct 29. PMID: 21037028.
  15. Soroceanu A, Sidhwa F, Aarabi S, Kaufman A, Glazebrook M. Surgical versus nonsurgical treatment of acute Achilles tendon rupture: a meta-analysis of randomized trials. J Bone Joint Surg Am. 2012;94(23):2136–2143.
  16. Kadakia AR, Dekker RG, 2nd, Ho BS. Acute Achilles tendon ruptures: an update on treatment. J Am Acad Orthop Surg. 2017;25(1):23–31.
  17. Elias I, Besser M, Nazarian LN, Raikin SM. Reconstruction for missed or neglected Achilles tendon rupture with V-Y lengthening and flexor hallucis longus tendon transfer through one incision. Foot Ankle Int. 2007;28(12):1238–1248.
  18. Yasuda T, Shima H, Mori K, Kizawa M, Neo M. Direct repair of chronic Achilles tendon ruptures using scar tissue located between the tendon stumps. J Bone Joint Surg Am. 2016;98(14):1168–1175.
  19. Rettig AC, Liotta FJ, Klootwyk TE, Porter DA, Mieling P. Potential risk of rerupture in primary achilles tendon repair in athletes younger than 30 years of age. Am J Sports Med. 2005;33(1):119–123.
  20. Reito A, Logren HL, Ahonen K, Nurmi H, Paloneva J. Risk factors for failed nonoperative treatment and rerupture in acute Achilles tendon rupture. Foot Ankle Int. 2018;39(6):694–703.  
  21. Young KW, Lee HS, Park SC. Rerupture risk after tenorrhaphy for Achilles tendon rupture; Proceedings of the 32nd Annual Meeting of Korean Orthopedic Society for Sports Medicine; 2018 Sep 15; Seoul, Korea. Daejeon: Korean Orthopaedic Society for Sports Medicine; 2018.
  22. Costa ML, Donell ST, Tucker K. The long-term outcome of tendon lengthening for chronic Achilles tendon pain. Foot Ankle Int. 2006;27(9):672–676.
  23. Nilsson-Helander K, Silbernagel KG, Thomee R, et al. Acute achilles tendon rupture: a randomized, controlled study comparing surgical and nonsurgical treatments using validated outcome measures. Am J Sports Med. 2010;38(11):2186–2193.
  24. Maffulli N, Longo UG, Maffulli GD, Khanna A, Denaro V. Achilles tendon ruptures in elite athletes. Foot Ankle Int. 2011;32(1):9–15.
  25. van Sterkenburg MN, Kerkhoffs GM, van Dijk CN. Good outcome after stripping the plantaris tendon in patients with chronic mid-portion Achilles tendinopathy. Knee Surg Sports Traumatol Arthrosc. 2011;19(8):1362–1366.
  26. Olsson N, Karlsson J, Eriksson BI, Brorsson A, Lundberg M, Silbernagel KG. Ability to perform a single heel-rise is significantly related to patient-reported outcome after Achilles tendon rupture. Scand J Med Sci Sports. 2014;24(1):152–158.
  27. Ryu CH, Lee HS, Seo SG, Kim HY. Results of tenorrhaphy with early rehabilitation for acute tear of Achilles tendon. J Orthop Surg (Hong Kong) 2018;26(3):2309499018802483. 
  28. McCormack R, Bovard J. Early functional rehabilitation or cast immobilisation for the postoperative management of acute Achilles tendon rupture? A systematic review and meta-analysis of randomised controlled trials. Br J Sports Med. 2015;49(20):1329–1335.


Sunday 10 April 2022

                Lumbar spondylosis


                                      DR KS Dhillon


Introduction

Terms such as lumbar osteoarthritis, degenerative disc disease, and lumbar spondylosis are used to describe changes that occur in the vertebral bodies and intervertebral disk spaces. 

Spinal osteoarthritis (OA) is a degenerative process that is defined radiologically by disc space narrowing, osteophytosis, subchondral sclerosis, and cyst formation [1]. There are two types of osteophytes [2]. The first is spondylosis deformans. These are bony outgrowths arising primarily along the anterior and lateral perimeters of the vertebral end-plate apophyses. These osteophytes are believed to develop at sites of stress to the annular ligament. They most often occur at thoracic T9–10 and lumbar L3 levels [3]. These osteophytes are usually asymptomatic. Rarely they can cause complications that arise due to their close anatomic relationship to organs that are anterior to the spine [3].

The second type of osteophytes are known as intervertebral osteochondrosis. These are more pathological end-plate osteophytes that are associated with disc space narrowing, vacuum phenomenon, and vertebral body reactive changes [4]. If these osteophytes protrude within the spinal canal or intervertebral foramina they can compress nerves with resulting radiculopathy or cause spinal stenosis. They can also limit joint mobility.  

Degenerative disk disease (DDD) refers to symptoms of back pain that are attributable to intervertebral disc degeneration. Pathologic changes in disc degeneration include disk desiccation, fibrosis, and disc space narrowing. The annulus may bulge, undergo fissuring, or mucinous degeneration. In addition there are defects and sclerosis of the end-plates, and osteophytes at the vertebral apophyses [4]. With these changes included in the radiographic description of both OA and DDD, there exists diagnostic overlap between the conditions and hence these terms are often used interchangeably in the medical literature. 

Spondylosis of the lumbar spine is a term with many definitions. It is employed synonymously with arthrosis, hypertrophic arthritis, spondylitis, and osteoarthritis. Spondylosis is often applied nonspecifically to any and all degenerative conditions affecting the discs, vertebral bodies, and/or facet joints of the lumbar spine [5,6]. 


Epidemiology

Degenerative changes in the lumbar spine are very common. Symmons’ et al. [7] in a study of individuals aged 45–64 years found that 85.5% of the participants had osteophytes in the lumbar spine.

O’Neill et al. [8] in a study of UK adult population over age 50 years, found that 84% of men and 74% of women demonstrated at least one vertebral osteophyte. The incidence was higher among individuals with more physical activity, self reported back pain, or higher BMI scores. Men have more significant degenerative changes than women, both with regard to severity and number of osteophyte formation [8].

Radiographic evidence of degenerative disease of the lumbar spine among asymptomatic individuals is high. Jensen et al [9] carried out MRI imaging of the lumbar spine in asymptomatic patients over the age of 60 years and found disc protrusions in 80% of the individuals and degenerative spinal stenosis in 20% of the individuals. 

A study by Frymoyer et al [10] compared radiographic evidence of spine degeneration among categories of men who were without pain, with moderate pain, or with severe lower back pain and they found that frequency of disc space narrowing and bone spurs among all three groups was the same.

Degenerative changes can even appear in young individuals without decades of spine axis loading. Lawrence [11] found disc degeneration in 10% of women aged 20–29.  

Lumbar spondylosis affects 80% of patients older then 40 years, and in 3% of individuals aged 20–29 years [3]. 

The prevalence of radiographic spondylosis increases as we age. In the first few decades of life it is present in a small percentage of the population but is common by the age of 65 years . In individuals with low back pain, the prevalence ranges from 7% to 75%, depending on the diagnostic criteria used. Despite this high prevalence in patients with low back pain, there is no validated correlation between radiographic presence of lumbar spondylosis and the presence of low back pain. Age is the greatest risk factor for spondylosis. Other possibilities include previous injury, disc desiccation, joint overload from malalignment and/or abnormal facet joint orientation, and genetic predisposition. There is no clear correlation between lumbar spondylosis and body mass index (BMI), level of activity, and gender [3]. 


Pathogenesis

Kirkaldy Willis and Bernard [12] first coined the term ‘‘degenerative cascade’’. It consists of three overlapping phases that may occur over the course of decades. Phase I, called the dysfunction phase, describes the initial effects of repetitive microtrauma to the disc with the development of circumferential painful tears of the outer innervated annulus, and associated endplate separation. Endplate separation may compromise disc nutritional supply and waste removal. Such tears coalesce to become radial tears that make the disc more prone to protrusion. These tears affect the disc’s capacity to maintain water leading to desiccation and reduced disc height. Ingrowing of vascular tissue and nerve endings into the fissures can increase the disc’s capacity for pain signal transmission [13]. 

Phase II known as the instability phase is characterized by the loss of mechanical integrity of the disc. There are progressive disc changes of  internal disruption, resorption, and additional annular tears. These changes are combined with further facet degeneration. This can induce subluxation of the vertebrae and instability. 

During Phase III, also known as stabilization phase, the disc space continues to narrow and fibrosis occurs along with the formation of osteophytes and transdiscal bridging occurs [14].

With disc space narrowing the adjacent pedicles approximate leading to a narrowing of the superior–inferior dimension of the intervertebral canal. This produces redundancy of the longitudinal ligaments and cause bulging of the ligamentum flavum, leading to laxity and instability of the spine.

This laxity leads to Increased spine movements that permits subluxation of the superior articular process. This subluxation can cause narrowing of the anteroposterior dimension of the intervertebral and upper nerve root canals. 

Laxity of the spinal column can also alter weight distribution on the vertebrae and joint spaces leading to osteophyte formation and facet hypertrophy. The hypertrophied facets can project into the intervertebral canal and the central canal. Oblique orientation of the articular processes can cause retrospondylolisthesis, leading to anterior encroachment of the spinal canal, nerve root canal, and intervertebral canal [5].

Osteophytes are formed at periosteum through the proliferation of peripheral articular cartilage which subsequently undergoes endochondral calcification and ossification [15]. Mesenchymal stem cells of the synovium or periosteum are likely precursors. Synovial macrophages and growth factors and extracellular matrix molecules act as mediators in this process [16].


Clinical presentation of lumbar spondylosis

Nociceptive pain generators have been identified within facet joints, intervertebral discs, sacroiliac joints, nerve root dura, and myofascial structures around the spine [17]. Hence there can be pain within the axial spine at the site of degeneration of the spine.

Besides back pain, patients with lumbar spondylosis can present with radiculopathy or spinal stenosis. Clinical presentations of radiculopathy can result from many sources in patients with spondylosis. Bulging discs can  affect the descending rootlets of the cauda equina, nerve roots, and the spinal nerve within its ventral ramus, if protruding centrally, posterolaterally, or laterally respectively [18]. 

Osteophytes on the posterior aspect of vertebral bodies, along upper or lower margins, can also affect the rootlets, nerve roots and the spinal nerve.

Hypertrophic changes to the superior articular process can compress the nerve roots within the upper nerve root canal, dural sac, or prior to exiting from the next lower intervertebral canal. A 70% reduction or 30% residual diameter of the neuroforaminal space is regarded as the critical amount of occlusion needed to induce neural compromise [3]. Compression of the posterior disc to less than 4 mm height, or the foraminal height to less than 15 mm has also been found to be the critical dimensions for foraminal stenosis and nerve impingement [19].

The degenerative anatomical changes can cause narrowing of the spinal canal leading to a clinical presentation of spinal stenosis. Progressive ingrowth of osteophytes, hypertrophy of the inferior articular process, disc herniation, bulging of the ligamentum flavum or degenerative spondylolisthesis can produce canal narrowing. The spinal stenosis can produce neurogenic claudication. Neurogenic claudication can produce low back pain, leg pain, as well as numbness and weakness of the lower limbs  that worsen with standing and walking, and improve with sitting and supine positioning.


Risk factors

What are the factors that mediate degenerative progression in the spine? What leads to a large portion of the population developing spondylosis, even early in their lives? Answers to these questions can help to broaden treatment options.


1. The influence of age

There are large studies of osteoarthritis which have recognized that the aging process is the strongest risk factor for bony degeneration, particularly in the spine [20]. An extensive autopsy study by Heine in 1926 reported that spondylitis deformans increases in a linear fashion from 0% to 72% between the ages of 39 and 70 years [21]. A subsequent autopsy study by Miller et al. [23] also showed an increase in disc degeneration from 16% at age 20 to about 98% at age 70 years. There are other studies which corroborate this finding [8,23].

Several studies have demonstrated the presence of significant lumbar degeneration to be evident even within the first two decades of life [22,23].

There is variability, within members of the same age, in the presence and extent of degenerative changes in the spine. This variability suggests the influence of other contributing factors.


2.The impact of activity and occupation

Disc degeneration is associated with certain activities. The likelihood and severity of spondylosis is associated with several factors such as Body Mass Index, back trauma, daily spine loading by twisting, lifting, bending, and sustained nonneutral postures, and whole body vibration from vehicular driving [8,24].

Though these correlations exist, a study by Hassett et al [25] did not find significant associations of lumbar spondylosis with the extent of physical activity. They found that only age, back pain, and associated hip OA to be predictive of degenerative spine disease and osteophyte changes [25].


3. The role of heredity

Genetic factors are known to influence disc degeneration and the formation of osteophytes. According to Spector and MacGregor [26] classic twin studies have shown that the influence of genetic factors is between 39% and 65% in radiographic OA of the hand and knee in women, about 60% in OA of the hip, and about 70% in OA of the spine. Taken together, these estimates suggest a heritability of OA of 50% or more. This indicates that half the variation in susceptibility to disease in the population is explained by genetic factors.

Similarly, studies of degenerative changes in lumbar spine on MRI imaging in twins showed that approximately 47% to 66% of the variance could be explained by genetic and environmental factors, and only 2% to 10% of variance can be attributed to physical loading and resistance training [27].

Another twin study by Battié et al [28] revealed a high degree of similarity in disc space narrowing, signal intensity, disk bulging, and end-plate changes. 

A study by Videman et al [29] found that specific vitamin D receptor alleles were associated with intervertebral disc degeneration as measured by T2-weighted signal intensity on MRI. They demonstrated for the first time, the existence of genetic susceptibility to this progressive, age-related degenerative process.


4. A functional adaptation?

There have been questions as to whether osteophyte formation is inherently pathological? An osteophyte is a fibrocartilage-capped bony outgrowth. There are three types of osteophytes namely the traction spur at the insertion of tendons and ligaments, the inflammatory spur as seen in ankylosing spondylitis, and the genuine osteophyte or osteochondrophyte (chondro-osteophyte) that arises in the periosteum overlying the bone at the junction between cartilage and bone [30].

van der Kraan and van den Berg [31] were of the opinion that osteophyte formation may represent a remodeling process and the osteophytes  functionally adapt to the instability of the spine and the changes in the demands of the spine.

Osteophytes can form in the absence of other degenerative processes, and cartilaginous damage can exist without corresponding osteophytes [31]. Although there exists a strong association between the presence of osteophytes and other degenerative changes in the spine, isolated instances of one without the other can occur. 


Diagnostic approach

Patients who present with low back pain (LBP) are initially evaluated by taking a good history and through physical examination. Plain x rays of the spine will show the level of the degenerative changes. Pain x rays can be supplemented with CT, CT myelogram, or MRI of the spine to localize a degenerative lesion and the area of nerve compression.

In the absence of clear disc herniation or neurological deficit, imaging can only identify the underlying cause of LBP in 15% of patients [13]. Frequently, there is no correlation between the symptom severity and the degree of anatomical or radiographic changes [6]. 

There is, however, some correlation between the number and severity of osteophytes and back pain [8,10]. The prevalence of degenerative changes among asymptomatic patients makes it difficult to assign clinical relevance to observed radiographic changes in patients with LBP.

In patients with nerve compression symptoms, the presence of nerve compression can be confirmed by electromyographic studies. Diagnostic injections can help to localize the nerve compression by isolating and anesthetizing irritated nerve roots (via epidural), or by blocking suspected pain generators within facet joints, sacroiliac joints, or the disc space itself by discography [32].


Treatment options

We have limited ability to isolate the cause of chronic lower back pain, hence the difficulty in reaching a consensus with regard to a definitive treatment approach. There is substantial variation in management of back pain by conservative and invasive approaches between practitioners [33]. There are four main treatment options for the treatment of chronic low back pain. These include physical therapy (exercise and behavioral intervention), pharmacotherapy, injection therapy, and surgical intervention.


1.Exercise and behavioral interventions


Exercise therapy (ET)

One of the conservative mainstays of treatment for chronic lumbar spine pain is exercise therapy. It includes aerobic exercise, muscle strengthening, and stretching exercises [33]. There are significant variations in regimen, intensity, and frequency of prescribed exercise programs [34]. One meta-analysis of the current literature that explored the role of ET in patients with varying duration of symptoms found that a graded exercise program implemented within the occupational setting demonstrated effectiveness in subacute low back pain (LBP). In patients suffering from chronic pain symptoms, there was a small, but statistically significant improvement of  pain and functional improvement [32]. 

The best exercise therapy for chronic low back appears to be regimens involving an individually designed exercise program emphasizing stretching and muscle strengthening, with high frequency and close supervision and adherence. Exercise therapy is complemented by other conservative approaches, such as manual therapies, NSAIDS and daily physical activity [34].


Transcutaneous electrical nerve stimulation (TENS)

A ‘‘TENS’’ unit consists of skin surface electrodes that deliver electrical stimulation to peripheral nerves to relieve pain noninvasively. Such devices are usually available in outpatient exercise therapy settings. Upto a third of patients experience mild skin irritation following treatment [35]. 

A systematic review by Milne et al [36] to determine the efficacy of TENS in the treatment of chronic LBP found no evidence to support the use of TENS in the treatment of chronic low back pain.

In 2008 Khadilkar et al [37] carried out a Cochrane systematic review to  determine whether TENS is more effective than placebo for the management of chronic LBP. They found that the evidence from a small number of placebo-controlled trials does not support the use of TENS in the routine management of chronic LBP.


Back school

The back school was first introduced in Sweden with the purpose of treating low back pain and recurrence of back pain through review with patients about the concepts of posture, ergonomics, and appropriate back exercises [38].

There are two meta-analyses which concluded that there is moderate evidence for improvement of both pain and functional status in patients  with chronic low back pain within short and intermediate time courses, when measured against other modalities such as joint manipulation, exercise, myofascial therapy, and or other educational therapy [38,39].


Lumbar supports

Lumbar back supports can provide benefit to patients suffering chronic LBP due to lumbar spondylosis through several potential, debated mechanisms. Supports limit spine motion, stabilize, correct deformity, and reduce mechanical forces on the spine. The supports can also help by providing beneficial heat to the back. The supports, however, may also function as a placebo. 

There is moderate evidence available that lumbar supports are not more effective then other forms of treatment of patients with acute, subacute, and chronic LBP. The data is conflicting with regard to patient improvement and functional ability to return to work [39].


Traction

Lumbar or pelvic traction applies a longitudinal force to the axial spine through use of a harness attached to the iliac crest, with weights attached at the edge of the bed, to relieve chronic low back pain. The forces open intervertebral space and decrease spine lordosis. The traction temporarily realigns the spine to improve symptoms related to degenerative  disease of the spine by relieving nerve compression, mechanical stress, and adhesions of the facet and annulus. The traction also disrupts nociceptive pain signals [39].

However, studies show that patients with chronic symptoms and radicular pain have not found traction to provide significant improvement in daily functioning nor pain [40,41,42]. 


Spine manipulation

Spine manipulation involves low-velocity, long lever manipulation of the spine beyond the accustomed range of motion. The precise mechanism by which it helps improve the back pain remains unclear. There are several ways in which manipulative therapy may function. These include release of   entrapped synovial folds, unbuckling of motion segments that have undergone disproportionate displacement, reduction of disc bulge, relaxation of hypertonic muscle, change in neurophysiological function, disruption of articular or periarticular adhesion, repositioning of miniscule structures within the articular surface, mechanical stimulation of nociceptive joint fibers, and reduction of muscle spasm [43].

Available research shows that spinal manipulation is more effective compared to sham manipulation of the spine with regard to both short- and long-term relief of pain, as well as short term functional improvement [39]. Spinal manipulation appears to be comparable in its effectiveness both in short- and long-term to other conventional, conservative treatment approaches such as exercise therapy, back school, and NSAID [39,44]. 

Spinal manipulation among trained therapists is relatively safe with a very low risk of complications. Worsened disk herniation or cauda equina syndrome occurring in fewer than 1 in 3.7 million has been reported [45].


Massage therapy

Massage therapy appears to provide some beneficial relief in patients with chronic low back pain. When compared with other interventions, it has proved to be less efficacious than TENS and manipulation. Its efficacy is comparable with corsets and exercise regimens. It is superior to acupuncture and other relaxation therapies, when followed over a period of one year. Such preliminary results, however, need confirmation, and evaluation for cost-effectiveness. Massage therapy nevertheless has a potential role in patients who are interested in it [46].


Multidisciplinary back therapy: the biopsychosocial approach

Psychopathology has been recognized for its association with chronic spinal pain, and, when untreated, it can compromise management efforts of spinal pain. Patients with spinal pain can find relief through learned cognitive strategies known as behavioral, or bio-psychosocial therapy.

These strategies include reinforcement, modifying expectations, relaxation techniques, and control of physiological responses aimed at reducing the patient’s perception of disability and pain. To date, evidence is limited with regard to the efficacy of these strategies [47].


Pharmacotherapy

Patients with low back pain often require medications to complement nonpharmacologic interventions. Extensive research effort has gone into exploration to assess the efficacy of different oral medications in the management of low back pain secondary to lumbar spondylosis. There, however, remains no clear consensus regarding the gold-standard approach to pharmacologic management of chronic back pain [48].

1.NSAIDS

NSAIDs are essentially the first step in the pharmacological treatment of chronic low back pain. NSAIDs are used for their analgesic and anti-inflammatory effects.

There have been several studies that have compared the effectiveness of NSAIDs for low back pain versus placebo. Nine studies have been identified [53]. Two studies reported on low back pain without radiation [54, 55], two on sciatica [56,57], and the other five on a mixed population. 

There was conflicting evidence that NSAIDs provide better pain relief than placebo in LBP. Six of the nine studies which compared NSAIDs with placebo for LBP reported dichotomous data on global improvement [53]. The pooled RR for global improvement after 1 week using the fixed effects model was 1.24, indicating a statistically significant effect in favour of NSAIDs compared to placebo. 

Two studies reported no difference between NSAIDs and paracetamol [58,59]. There is conflicting evidence that NSAIDs are more effective than paracetamol for acute LBP.

There are six studies that report effectiveness of NSAIDs versus other drugs. Five of them did not find any differences between NSAIDs and narcotic analgesics or muscle relaxants [53]. These studies had small numbers of patients and lacked power to detect a statistically significant difference. There is only moderate evidence that NSAIDs are not more effective than other drugs for treatment of acute LBP.

One small cross-over study (n=37) found that naproxen sodium 275 mg bd decreased pain more than placebo at 14 days [60]. There are other studies that show that NSAIDS are effective in treatment of chronic low back pain [49-52]. The use of NSAIDS is most commonly limited by gastrointestinal (GI) side effects. 

There are four trials that compared COX2 inhibitors versus placebo for the treatment of low back pain. The studies showed that there is strong evidence that COX2 inhibitors (etoricoxib, rofecoxib and valdecoxib) decreased pain and improved function compared with placebo at 4 and 12 weeks [53]. COX2 inhibitors elicit fewer GI complications, but their use has been restricted due to evidence of increased cardiovascular risk (myocardial infarction and stroke) with prolonged use [61].

2.Opioid medications

Patients who have poor control of pain with NSAIDs and in patients who cannot take NSAIDs due to gastrointestinal side effects opioid medications may be considered as an alternative. Between 3% to 66% of patients with chronic low back take some form of opioids [62].

There are two meta-analyses that showed a modest short-term benefit of opioid use for treatment of chronic LBP. The studies were of limited quality. There was a high rate of tolerance and abuse associated with long-term narcotic use [48,62].


3.Antidepressants

There were 2 systematic reviews that studied the effectiveness of antidepressants for chronic LBP versus placebo [63,64]. There were a total of nine trials in the reviews. One of the reviews found that antidepressants significantly increased pain relief compared with placebo but found no significant difference in function [63]. The other review did not statistically pool data but found similar results [64].

Adverse effects of antidepressants include drowsiness, dry mouth, urinary retention, constipation, orthostatic hypotension, and mania [65]. One randomised control trial found that the prevalence of insomnia, dry mouth,  sedation, and orthostatic symptoms was 60–80% with tricyclic antidepressants [66]. The rates, however, were only slightly lower in the placebo group and none of the differences were significant. 


4.Muscle relaxants

The term muscle relaxants is very broad and includes a wide range of drugs with different mechanisms of action and indications. Muscle relaxants can be divided into two categories: antispasticity and antispasmodic medications.

Antispasmodics can be further subclassified into benzodiazepines and non-benzodiazepines.

Three studies that have evaluated the efficacy of benzodiazepines versus placebo for the treatment of chronic low back pain [67,68,69]. Two high quality trials showed that there is strong evidence that tetrazepam 50 mg t.i.d. is more effective than placebo for short-term pain relief and overall improvement [67,69]. One of the studies showed that there is moderate evidence that tetrazepam is more effective than placebo on short-term decrease of muscle spasm [67].

There are three studies that evaluated the efficacy of non-benzodiazepines versus placebo [70,71,72]. One high quality trial showed that there is moderate evidence that flupirtine is more effective than placebo for patients with chronic low back pain for short-term pain relief and overall improvement after 7 days, but not on reduction of muscle spasm [72]. One high quality trial showed that there is moderate evidence that tolperisone is more effective than placebo for patients with chronic low back pain for short-term overall improvement after 21 days, but not for pain relief and reduction of muscle spasm [71].

Strong evidence from eight trials on acute LBP (724 people) showed that muscle relaxants are associated with more adverse effects and central nervous system adverse effects than placebo, but not with more gastrointestinal adverse effects [53]. The most common adverse events involving the central nervous system were drowsiness and dizziness. For the gastrointestinal tract it was nausea. 

Antispasticity medications such as baclofen and dantrolene are used for spastic, upper motor neuron syndromes. They are used to reduce spasticity that interferes with therapy or function, such as in cerebral palsy, multiple sclerosis, and spinal cord injuries. The mechanism of action of the antispasticity drugs within the peripheral nervous system is the blockade of the sarcoplasmic reticulum calcium channel. This blockade reduces the calcium concentration and diminishes actin–myosin interaction.

Two high quality trials showed that there is strong evidence that antispasticity muscle relaxants are more effective than placebo for patients with acute low back pain on short-term pain relief and reduction of muscle spasm after 4 days [73,74]. One high quality trial showed moderate evidence on short-term pain relief, reduction of muscle spasm, and overall improvement after 10 days [74].


Injection therapy

1.Epidural steroid injections

Epidural steroid injections (ESI) have become a common interventional strategy in the treatment of chronic axial and radicular pain due to lumbar spondylosis. These injections can be performed through transforaminal, interlaminar, or caudal approaches. The needles for injection are guided under fluoroscopy, and then contrast is injected to localise the tip of the needle. Once the appropriate location is reached, then local anesthetic and steroid are infused into the epidural space at the target vertebral level and the infusion will bathe the exiting nerve roots.

Symptomatic relief occurs through complementary mechanisms whereby the local anesthetics provide quick diagnostic confirmation, and therapeutically it short circuits the pain spasm cycle and blocks pain signal transmission [75]. Corticosteroids on the other  hand reduce inflammation through blockade of pro-inflammatory mediators.

In less then a decade (1998–2005), the number of ESI procedures performed have increased by 121% [75]. Despite this widespread use, controversy remains regarding the efficacy of these injections. The procedure is also expensive and can be associated with infrequent but potential risks related to needle placement as well as adverse medication reactions.

There are wide ranges in reported success rates in literature due to variation in study designs, small cohorts, distinct procedural techniques, and imperfect control groups [76]. 

Prior to the year 2000, few efficacy studies of lumbar epidural steroid injection utilized fluoroscopy to establish needle position. Without fluoroscopic guidance confirmation, needle position is often wrong in 25% of cases [77]. 

Abdi et al [78] carried out a systematic review to study the efficacy of  epidural steroids in the management of chronic spinal pain. They concluded that there is strong evidence for short-term pain relief and limited benefit for long-term following interlaminar steroid injection. They also found that for transforaminal injection of steroids for unilateral sciatica there was strong evidence for short-term, and moderate evidence for long-term  pain relief and functional improvement. 

Vad et al. [79] studied 48 patients with herniated disc with radicular pain, who were treated with transforaminal steroid injection versus trigger point injections. They found 84% improvement in functional scoring compared with 48% in the control group at follow-up period of 1 year.

Lutz et al. [80] treated a cohort of 69 patients, who had a herniated disc with radicular pain, with transforaminal steroid injection. The patients were followed up for 80 weeks. Seventy five percent of the patients had a successful long-term outcome, which was defined as a 50% reduction in pain scores as well as an ability to return to or near their previous levels of functioning.

In patients with spinal stenosis, transforaminal steroid injections can produce a 50% pain reduction, improve walking, and improve standing tolerance in symptomatic patients at upto 1 year follow-up [81].

Two prospective trials by Riew et al [82,83] and 1 trial by Yang et al [84] 

found that patients with severe lumbar radiculopathies and spinal stenosis treated with transforaminal steroid injections experienced sustained functional and symptomatic benefits and they could avoid intended surgical intervention.


2.Facet injection

Facet joints are diarthrodial articulations between adjacent vertebrae.

They are innervated by the medial branches of the dorsal rami.  Inflammation to these joints create pain signals in 15–45% of patients with low back pain [13]. For diagnosis local anesthesia is injected directly into the joint space or associated medial branch.

Retrospective and prospective systematic reviews of trials reveal that single diagnostic facet blocks carry a false positive rate of 22% to 47% [85] and medial branch blocks carry false positive rate of 17–47% [86].

Systematic reviews show that there is moderate evidence available for short-term and long-term pain relief with facet blocks [87]. 

A randomised controlled by Fuch et al [88] showed significant pain relief, functional improvement, and quality of life enhancement at 3 and 6 month intervals. On the other hand, a trial by Carette et al. [89] found no meaningful difference in benefit between patients treated with steroid versus saline injection at 3 and 6 month intervals.

A randomised controlled trial by Manchikanti et al [90] showed significant improvement in overall health status with improvement not only in pain relief, but also with physical, functional, and psychological status, as well as return-to-work status following medial nerve block, with 1–3 injections in 100% patients at 3 months, 75–88% at 6 months, and 17–25% at 1 year. 


3.SI joint injections

The sacroiliac joint space is innervated by both myelinated and unmyelinated axons. Injury to or inflammation of the joint produces pain signals which are implicated in 10% to 27% of patients with low back pain [13]. The pain can radiate to the buttocks, groin, and thigh.

There is moderate evidence that support the use of diagnostic and therapeutic blocks of the SI joint [13].

Pereira et al [91] treated 10 patients with MRI-guided bilateral SI joint injections of steroid. Eight of them reported good to excellent pain relief persisting through 13 months followup. 

Maugers et al [92] compared corticosteroid injection versus placebo injections under fluoroscopic guidance in SI joints of 10 patients with pain.

They found that only patients in the steroid group reported benefit from the injection. That benefit, however, waned slowly over time, from 70% of patients at 1 month, to 62% at 3 months, and 58% at 6 months. 

A systematic review of sacroiliac interventions by Hansen et al [93] showed that the evidence for the specificity and validity of diagnostic sacroiliac joint injections is moderate. The evidence for accuracy of provocative maneuvers in diagnosis of sacroiliac joint pain is limited and the evidence for therapeutic intraarticular sacroiliac joint injections is also limited. They also found that the evidence for radiofrequency neurotomy in managing chronic sacroiliac joint pain is also limited.

In cases of epidural steroid injections, facet, and sacroiliac injections, the diagnostic injections should be considered at intervals of no sooner than 1–2 weeks apart. Therapeutic injections can be performed at most every 2 to 3 months, provided the patient experiences greater than 50% relief within 6 weeks [13]. 

4.Discal nonoperative therapies for discogenic pain

In 39% of patients with chronic low back pain the source of the pain is discogenic pain. When noninvasive imaging has failed to identify the source of pain, the damaged disc is identified by discography. To perform discography fluid is injected into the disc in an attempt to reproduce patient symptoms. The use of this technique remains controversial since there is significant potential for false positives. 

After the diseased disc is identified, there are several treatment options available. Besides surgery, there are minimally invasive options available. Intradiscal electrothermal therapy or radiofrequency posterior annuloplasty can be carried out by placement of an electrode into the disc. Heat that is produced and the electrical current coagulates the posterior annulus, thereby strengthening the collagen fibers, denature inflammatory exudates, and coagulate nociceptors [13]. Current evidence, however, provides moderate support for intradiscal electrothermal therapy in patients with discogenic pain. Preliminary studies of radiofrequency posterior annuloplasty provide limited support for short term relief, with indeterminate long-term value. Both these procedures can be associated with complications that include catheter malfunction, nerve root injuries, postprocedure disk herniation, and infection [13].


5.Operative treatment

Surgical interventions are considered for patients when conservative treatment fails. Surgical options include spinal fusion, spinal decompression or both.

Spinal fusion is usually done in patients with malalignment or excessive motion of the spine, as seen in patients with degenerative disease of the spine and spondylolisthesis. 

Decompression surgery is indicated in patients with evidence of neural impingement.  Despite dramatic increases in the number of procedures performed on the spine over the last several decades, there remains controversy as to the efficacy of these procedures in resolving chronic low back.

Controversy arises due to the inherent challenges of comparing the available research. Systematic reviews show that there is heterogeneity of current trials that evaluate different surgical techniques with differing comparison groups and limited follow-up. The trials are frequently not patient-centered and do not have pain outcomes included [6]. 

There are some case series that show promising results [94]. A recent meta-analysis of 31 randomized controlled trials, concluded that there is no clear evidence about the most effective technique of decompression for spinal stenosis or the extent of decompression needed. 

There is limited evidence that adjunct fusion to supplement decompression for degenerative spondylolisthesis produces less progressive slip and better clinical outcomes. Another review noted that there is no statistically significant improvement in patients undergoing fusion compared with nonsurgical interventions. 

Spinal fusion is the most commonly performed surgical procedure for treatment of lumbar spondylosis [95]. The basis for spinal fusion is that  painful diarthrodial joints or joint deformities can be successfully treated by

arthrodesis [95]. It was first introduced in 1911 by Albee [96] and Hibbs [97]. Spinal fusion was initially only used to treat spinal infections and high-grade spondylolisthesis. Later it was used to treat fractures and spinal deformities. Now about 75% of the spinal fusions are carried out for painful degenerative disorders [95].

Although spinal fusion for lumbar spondylosis is carried out frequently, there still is no good scientific evidence of its clinical effectiveness [95,98,99,100]. It was believed for a long time that the outcome of spinal fusions could be significantly improved when the fusion rates come close to 100%. However, it is now quite clear that the outcome is not closely linked to the fusion status [98,99,100,101,102,103].

Spinal fusion is usually recommended when an adequate trial of non-operative treatment has failed to improve the patient’s pain or functional limitations [104,105]. There is, however, no general consensus in the literature on what actually comprises an adequate trial of non-operative care.

A meta-analysis by van Tulder et al. [105] came to the conclusion that fusion surgery can be considered only in carefully selected patients after active rehabilitation programs for a period of 2 years have failed to relieve symptoms. The philosophy that surgery is only indicated if long-term non-operative care has failed has been challenged by the finding that the longer pain persists the less likely it is for the pain to disappear. This is supported by recent advances in our understanding of the pathways of chronic pain and molecular biology of chronic pain. It is well known that returning to work becomes very unlikely after 2 years [106].

Some of the favourable indications for surgery include [107]:

  •  severe structural alterations
  •  short duration of persistent symptoms (< 6 months)
  •  one or two-level disease 
  •  absence of risk factor flags  
  • clinical symptoms concordant with the structural correlate  
  • highly motivated patient) 
  • positive pain provocation and/or pain relief tests 
  • initial response to a rehab program but frequent
  • recurrent episodes

The challenge in spinal fusion is to bridge an anatomic region of the spine with bone that is not normally supported by a viable bone [108].

There are several ways by which the fusion can be achieved. Spinal arthrodesis can be generated by a fusion of [107]:

  • adjacent laminae and spinous processes
  •  facet joints
  •  transverse processes
  •  intervertebral disc space

Fusion of the transverse processes is the most common type of fusion performed [109]. The success of intertransverse fusion over posterior fusion (fusion of the laminae and spinous processes) is due the blood supply at the fusion bed which allows for revascularization and reossification of the graft [110]. 

In a single blinded randomized clinical trial by Brox et al [111] the effectiveness of lumbar instrumented fusion was compared with cognitive intervention and exercises in patients with chronic low-back pain and disc degeneration. They found no significant differences  between the two groups in terms of subjective outcome or disability. The authors concluded that the main outcome measure showed equal improvement in patients with chronic low-back pain and disc degeneration who were randomized to cognitive intervention and exercises or lumbar fusion. Spinal fusion and intensive rehabilitation achieve similar outcomes.

Patients with chronic low-back pain who followed cognitive intervention and exercise programmes improved significantly in muscle strength compared with patients who underwent lumbar fusion [112].

The MRC Spine Stabilization Trial [113] assessed the clinical effectiveness of surgical stabilization (fusion) compared with an intensive rehabilitation program which included cognitive behavioral treatment for patients with chronic low-back pain. The authors found no clear evidence that primary spinal fusion surgery was any more beneficial than intensive rehabilitation. A cost-effectiveness analysis by Rivero-Arias [114] showed that surgical stabilization of the spine may not be a cost-effective use of scarce health care resources. 

The Swedish Lumbar Spine Study [115] investigated whether lumbar fusion could reduce pain and diminish disability more effectively as compared to non-surgical treatment in patients with severe chronic low-back pain. They found that the surgical patients had a significantly higher rate of subjective favorable outcome and return to work rate compared to the non-surgical group.

There are no significant differences between fusion techniques among the groups in terms of subjective or objective clinical outcome [116].


Complications of spinal fusion

The complication rate of surgical interventions for lumbar spondylosis depends on the extent of the intervention [117]. The reoperation rate varies from 6% in patients undergoing non-instrumented fusion to 17% in patients undergoing combined anterior/posterior fusion [118]. 

However, the complication rate is also dependent on the surgical skill of the individual surgeon. The most frequent complications after spinal fusion for degenerative disc disease include [107]:

  • infection: 0 –1.4% 
  • non-union: 7 –55% 
  • de novo neurological deficits: 0 –2.3% 
  • bone graft donor site pain: 15 –39% 


Conclusion

Lumbar spondylosis is a degenerative condition of the spine but definitions vary widely within the literature. It is easily diagnosed radiologically. Its pervasiveness throughout all patient populations makes the exact diagnosis of symptomatic cases very difficult.

There is no concrete, gold-standard treatment approach to the wide range of patient presentations. Most patients can be treated conservatively with medication and physiotherapy. In some cases where patients do not improve with conservative treatment, an invasive therapeutic approach may  be needed in the form of injections into the spine. In some patients who are resistant to all such treatment, surgery (spinal fusion) may be needed. 

There is no conclusive proof that surgery has better outcome then nonsurgical treatment. Nonsurgical treatment is the first line of treatment for patients with lumbar spondylosis.



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