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Chapter 26 Congenital Scoliosis 443
vertebral column resection, osteotomies, and guided growth progression.
Posterior Spine Fusion
Posterior fusion is among the “simplest” and “safest” tech­niques, but is not without its limitations or complications.91 Ideal candidates for posterior fusion are those with small, rela­tively short curves who otherwise have limited growth poten­tial in the anterior spine. In general, curves no greater than 25 degrees that are limited to no greater than ve vertebrae may
be considered.
Selection of these curves minimizes the risk of the crank-
sha phenomenon92 that can be seen if the anterior spinal
growth is still active. e cranksha phenomenon occurs when growth remaining increases the curve. Additionally, lordosis in the proposed region of fusion is a contraindication to posterior fusion because anterior growth will worsen lor­dosis. A review of 54 congenital scoliosis patients reported a 15% cranksha incidence in patients undergoing posterior fusion before the age of 10 years, especially those with surgery at an early age and greater than 50-degree curves.
Posterior spinal fusion may cause signicant issues as the
child continues to age. In a large meta-analysis review of patients with early-onset scoliosis, congenital scoliosis, and infantile scoliosis who underwent posterior spinal fusion for presumed denitive fusion in early childhood, revision surgery has been required in 24% to 39% of cases.93 Addition­ally, restrictive pulmonary disease occurs in many of these patients,93 although it should be noted that nonoperative management and continued curve progression are also likely to have negative eects on pulmonary function.94 Patients 1 to
4 years old are best suited for this procedure. Posterior fusion can be considered a prophylactic procedure.
Imaging the spine prior to exposure is useful because the
area of deformity is oen dicult to localize by inspection and
palpation alone. During exposure, failure to recognize the potentially complex posterior laminar defects can lead to neurologic injury. Aer exposure of the posterior elements,
the spine should again be imaged to conrm that the targeted deformity, which may have anterior components, aligns with posterior elements. Some deformities, particularly anterior bars or malaligned hemivertebrae, have anterior elements that do not correspond to the logical posterior elements. Due to
dicult localization of the deformity, there is a risk of extend­ing the fusion past the originally planned surgery. Fusion must include all vertebrae involved in the congenital curve and should extend laterally to the transverse processes. Successful fusion is achieved by thorough facet resection, decortication, and placement of abundant bone gra. Posterior instrumenta-
tion can be used safely in the pediatric patient to decrease the risk of pseudarthrosis. Of course, posterior elements may be deformed, with fused or missing laminae, or thin pedicles that do not lend themselves well to instrumentation. With advanc­ing age, typically by the age of 2 years, instrumentation becomes feasible. A postoperative cast or a rigid brace is then required for 2 to 3 months to achieve fusion and curve correction.
87
92
Combined Anterior and Posterior Spine Fusion
While the posterior-only approach has shortcomings due to the risk of anterior growth, the combined anterior and poste­rior fusion can more eectively prevent progression.84 e
main indications for a combined anterior and posterior fusion are a deformity with signicant anterior and posterior growth
potential. For example, a unilateral bar with a contralateral hemivertebra would be appropriate for a combined anterior and posterior spine fusion.
Performing an anterior approach allows for discectomy
and removal of the vertebral endplates, which augments spine
exibility and the potential for deformity correction. Unlike the posterior-only fusion, the combined approach, or even anterior only, is appropriate for lordotic curves. e combined fusion may decrease the rate of pseudarthrosis, decrease the cranksha phenomenon, and can also be augmented by
instrumentation. Anterior bone gra is typically placed for fusion. Depending on surgeon preference and the location of the deformity, the anterior procedure may be performed either through an anterior, open technique, thoracoscopically,95 or through a posterior approach. Accessing the anterior vertebrae via a posterior approach is most feasible at the thoracolumbar junction via retropleural dissection, especially if the surgeon is able to take advantage of a kyphotic element.
Convex Hemiepiphysiodesis
e concept of convex hemiepiphysiodesis is the same as that commonly employed for deformity of growing long bones. e surgeon is able to take advantage of this and spare the patient intraoperative destabilization or growth arrest of the whole fused spine segment, with convex growth arrest. Convex hemiepiphysiodesis slows convex-side growth while the concave curve still grows, allowing for safe and relatively controlled progressive deformity correction.96 us, failures of segmentation with little or no growth potential cannot be successfully treated this way. Ideal candidates for convex hemiepiphysiodesis are young enough that growth will allow for signicant correction, a curve less than 70 degrees, have
six or fewer involved vertebrae, and demonstrate signicant concave growth potential.97 Patients should be 6 years old or younger because spinal growth is two-thirds complete by this age.98 Traditionally, pathologic congenital kyphosis or lordosis has been a contraindication for this procedure.99 For example, an appropriate deformity for this treatment may be a single or multiple hemivertebrae in a patient 6 years old or younger.
Convex hemiepiphysiodesis typically requires an anterior
and posterior exposure; however, posterior-only methods are feasible. e traditional combined anteroposterior approach
allows for the removal of the convex portion of discs and vertebral endplates and fusion of this convex portion with bone gra via the anterior approach; removal of the unilateral
facet joints and fusion is completed via the posterior exposure. Traditional convex hemiepiphysiodesis without instrumenta­tion typically yields modest curve correction, on the order of 0 to 15 degrees by maturity; some patients achieve only an arrest of progression.
100
Much of the correction with convex
SECTION
IV
444 PEDIATRICS
growth arrest seems to be achieved acutely at the time of the initial procedure, which is then attempted to be maintained with postoperative immobilization.
As with the other treatments, instrumentation can be used to achieve better intraoperative correction—convex posterior compression is typically utilized with good results in convex growth arrest.
101,102
Early follow-up analysis of 11 patients with long, sweeping congenital curves (involving multiple anoma­lous vertebrae) who underwent this method of concave pos­terior distraction in convex instrumented hemiepiphysiodesis yields encouraging results. A posterior-only instrumented convex growth arrest with pedicle screws at each segment on the convex side may obviate the need for anterior surgery. A collection of 13 patients treated with the posterior-only convex growth arrest procedure described earlier demonstrated that the procedure is safe and that curves improved by 5 degrees or greater in nine patients, while two patients’ curves remained the same.
103
Hemivertebra Excision
Hemivertebra excision is preferred in cases in which a hemi­vertebra causes progressive curve and deformity with truncal imbalance. In contrast to fusion and convex epiphysiodesis, hemivertebra excision acutely corrects the curve and corrects for truncal imbalance. Excision of the hemivertebra is recom­mended if the curve progresses signicantly. Instrumented
hemivertebra excision provides the highest degree of correc­tion, particularly if carried out before 3 years of age. vertebra excision is ideal for a fully segmented hemivertebra
104
Hemi-
at the apex of the curve in the thoracolumbar junction, lumbar spine, or lumbar sacral spine, and with a xed lateral transla-
tion of the trunk. Cervicothoracic or cervical hemivertebra excision has been reported but is a more complex procedure due to the vertebral artery.
105
Hemivertebrae may be resected
by an anteroposterior or posterior procedure only.
e combined anterior and posterior excision of the hemivertebra allows for the circumferential exposure of the spine and complete excision of the adjacent discs. Anterior and posterior exposure can be achieved either by sequential procedures under a single anesthetic or when performed simultaneously.
106,107
Aer excision, the unstable spine is
then stabilized with anterior and/or posterior instrumenta­tion typically by utilizing an anterior structural gra, which is useful on the concave side to maintain a normal sagittal contour. Instrumentation may then be used both anteriorly and posteriorly to apply compression and to further stabi­lize the spine. e need for postoperative immobilization is determined by the surgeon’s impression of spinal stability (Fig. 26.12).
Similar to convex hemiepiphysiodesis, hemivertebra exci­sion can also be accomplished via a single posterior approach due to advances in imaging and monitoring.
108–111
e ideal indication for a posterior-only approach is a hemivertebra located at the thoracolumbar junction or in the lumbar spine, with some associated kyphosis.62 e posterior-only approach is stabilized with segmental transpedicular instrumentation aer excision.
111,112
Clinical experience has shown that pedicle screws even in young children do not cause spinal stenosis. If needed, hooks can augment the screws.
A
FIG. 26.12 (A–C) Radiographs of a 2-year-old boy with progressive kyphoscoliosis at the level of the L1
hemivertebra. (D–E) The patient underwent hemivertebra resection and anterior and posterior spinal fusion with posterior spinal instrumentation. He was placed in a cast and maintained good correction postoperatively.
B
C
D
E
Chapter 26 Congenital Scoliosis 445
Osteotomies
Complex curves with multiple fusions, prior instrumentation, and signicant trunk imbalance may justify multiple anterior
and posterior osteotomies to allow for spinal mobilization. Patients undergoing osteotomies should have preoperative imaging of the entire spine to rule out intraspinal anomalies in the canal. Aer osteotomies are created, correction of the
curve may be achieved at the same stage. Complex deformity correction may incorporate osteotomies with other types of procedures. Multiple concave rib osteotomies add exibility.
It can be considered as an alternative in the treatment of rigid congenital curves involving more than three levels or multiple curves separated by at least two segments that would otherwise require multiple vertebral resections.
Vertebral Column Resection
Vertebral column resection (VCR) describes the complete resection of vertebral segments using either combined anterior and posterior approaches or a posterior-only approach, which enables signicant three-dimensional deformity correc-
113,114
tion. to severe spinal deformities, including those with large rigid curves, xed trunk translation, or asymmetry between the length of the convex and concave column of the deformity. VCR carries signicant risk of neurologic injury
26.13). is high risk is partially secondary to the severe
nature of the deformity eligible for VCR and partially due to the resulting instability from segmental resection and instrumentation.
is technique may be applied to correct moderate
114–116
(Fig.
Rigid instrumentation that controls the spinal column above and below the resection area must be performed in VCR procedures. Instrumentation is imperative for preventing and treating the very real risk of spinal subluxation. Anterior structural gra can be used on the concave side of the con-
struct to maintain a normal sagittal contour. Similarly, a posterior structural gra, preferably from the patient’s rib, can be used to cover a laminectomy defect.
115,116
Releases are also typically performed at the apex of scoliosis or kyphoscoliosis deformities to facilitate pedicle screw placement.
Guided Growth Procedures
In a young patient with progressive deformity, growing rods provide progressive correction of the curve and the expansion of the thorax. is is especially of value for congenital spine deformities with concomitant rib fusions, which lead to restrictive pulmonary disease and/or TIS. In general, guided growth procedures should be considered as an alternative to long spinal fusion. An important consideration to discuss with the patient and family is the commitment to undergoing multiple surgical spinal procedures, typically every 6 months. Among the potential complications are dri of the spinal anchors, infection, postoperative pain, device fracture due to stress fatigue, brachial plexus palsy, and neurologic injury.
Dual growing rods lengthened at 6-month intervals were shown to achieve greater curve correction and allow for greater spinal growth when compared to single growing rods. patients with spondylocostal dysostosis, vertical expandable prosthetic titanium rib guided growth has more marked impact on curve progression and chest wall development:
117,118
119
In
SECTION
IV
A
FIG. 26.13 (A–B) Radiographs of severe congenital scoliosis measuring 120 degrees in a 15-year-old girl. (C–D)
The patient underwent posterior spinal fusion instrumentation, right vertebral column resection, and multiple discectomies.
B
C
D
446 PEDIATRICS
A
FIG. 26.14 (A) Radiograph of severe chest deformity associated with congenital scoliosis and multiple rib
fusions in a symptomatic 4-year-old child. (B–C) The patient underwent multiple rib osteotomies with the use of vertical expandable prosthetic titanium rib anchored from rib to rib and from rib to spine.
B
increases in thoracic height and width and improvement in the Cobb angle (Fig. 26.14).
Magnetic controlled growing rods (MCGRs) continue to expand the possibilities for guided growth procedures. Rather than continued reoperation with exchange of implants, as is needed with conventional growing rods, MCGRs can facilitate curve control, maintain growth along the spine, and spare the patient multiple reoperations by using nonsurgical distraction methods. Preliminary data on MCGRs are promising both from a safety and ecacy standpoint.
120,121
Long-term outcome studies are needed to better inform surgical decision making regarding the use of guided growth procedures.

Conclusion

Congenital scoliosis presents immense variation in deformity, impact, and treatment options. Not all cases benet from
surgery. Regular examination will make clear which patterns require intervention. Advances in growth-friendly surgery have provided many other options for treatment. Advances in imaging, monitoring, and operative techniques will make the treatment as safe as possible.

KEY POINTS

1. Assessment of vertebral anomalies is best in early childhood.
2. Progressive deformation is due to imbalance in spine growth.
Some vertebral anomalies do not lead to imbalance and are not likely to produce deformity.
3.
Bracing has almost no eect on congenital spine curves.
C
4. Surgery should be performed as early as is practical to prevent secondary structural changes.
5.
All patients with congenital scoliosis should be evaluated for
genitourinary anomalies. They should also undergo panspinal MRI if signicant progression occurs or if surgery is indicated.
6.
The rst available lm should be analyzed and used for
subsequent comparisons.
7.
The measurement error for congenital scoliosis is greater than
idiopathic (approximately 10 degrees).
8.
Neurologic risk of spine surgery is higher for congenital
scoliosis than other types.
9.
Congenital anomalies of the posterior elements do not often
correlate with anomalies of the bodies and may require three-dimensional CT to previsualize.
10.
The surgeon should be aware of midline laminar defects when
using a posterior exposure.

KEY REFERENCES

1. Loder RT, Urquhart A, Steen H, et al. Variability in Cobb angle measurements in children with congenital scoliosis. J Bone Joint
Surg Br. 1995;77:768-770. The measurement variation in congenital scoliosis was found to be 19 degrees in this study.
2.
McMaster MJ, Ohtsuka K. The natural history of congenital
scoliosis: a study of two hundred and fty-one patients. J Bone
Joint Surg Am. 1982;64:1128-1147. This article dened the progression risk and the dierences between
patterns of anomalies and levels of the spine.
3.
Ruf M, Harms J. Hemivertebra resection by a posterior approach:
innovative operative technique and rst results. Spine. 2002;27:1116-1123.
This article revolutionized the treatment of hemivertebrae by showing the safety of a posterior approach.
Chapter 26 Congenital Scoliosis 447
4. Giampietro PF, Dunwoodie SL, Kusumi K, et al. Progress in the
understanding of the genetic etiology of vertebral segmentation disorders in humans. Ann N Y Acad Sci. 2009;1151:38-67.
This is an excellent review of advances in the understanding of the genetic and environmental factors that contribute to vertebral development.
5.
Campbell RM Jr, Smith MD, Mayes TC, et al. The characteristics of
thoracic insuciency syndrome associated with fused ribs and congenital scoliosis. J Bone Joint Surg Am. 2003;85:399-408.
This article characterizes thoracic insuciency syndrome, which has led to the development of guided-growth procedures in the treatment of congenital scoliosis.

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74. Loder RT, Urquhart A, Steen H, et al. Variability in Cobb angle measurements in children with congenital scoliosis. J Bone Joint Surg Br. 1995;77(5):768-770.
75. Newton PO, Hahn GW, Fricka KB, Wenger DR. Utility of three-dimensional and multiplanar reformatted computed tomography for evaluation of pediatric congenital spine abnormalities. Spine. 2002;27(8):844-850.
76. Kawakami N, Tsuji T, Imagama S, et al. Classication
of congenital scoliosis and kyphosis: a new approach to the three-dimensional classication for progressive vertebral anomalies requiring operative treatment. Spine. 2009;34(17):1756-1765.
77. Blake NS, Lynch AS, Dowling FE. Spinal cord abnormalities in congenital scoliosis. Ann Radiol (Paris). 1986;29(3-4):377-379.
Chapter 26 Congenital Scoliosis 449
78. Bradford DS, Heitho KB, Cohen M. Intraspinal abnormalities and congenital spine deformities: a radiographic and MRI study. J Pediatr Orthop. 1991;11(1):36-41.
79. Prahinski JR, Polly DW Jr, McHale KA, Ellenbogen RG. Occult intraspinal anomalies in congenital scoliosis. J Pediatr Orthop. 2000;20(1):59-63.
80. Suh SW, Sarwark JF, Vora A, Huang BK. Evaluating congenital spine deformities for intraspinal anomalies with magnetic resonance imaging. J Pediatr Orthop. 2001;21(4):525-531.
81. Basu PS, Elsebaie H, Noordeen MHH. Congenital spinal deformity: a comprehensive assessment at presentation. Spine. 2002;27(20):2255-2259.
82. Klemme WR, Polly DW Jr, Orchowski JR. Hemivertebral excision for congenital scoliosis in very young children. J Pediatr Orthop. 2001;21(6):761-764.
83. Hedequist DJ, Hall JE, Emans JB. e safety and ecacy of
spinal instrumentation in children with congenital spine deformities. Spine. 2004;29(18):2081-2086.
84. McMaster MJ, Singh H. e surgical management of congenital kyphosis and kyphoscoliosis. Spine. 2001;26(19):2146-2154.
85. Weiss HR. Congenital scoliosis: presentation of three severe cases treated conservatively. Stud Health Technol Inform. 2008;140:310-313.
86. Cheneau J, Grivas TB, Engels G, Fritsch HS. Wedged vertebrae normalization in congenital scoliosis due to application of external forces by brace. Scoliosis. 2007;2 (suppl 1):S29.
87. Burnei G, Gavriliu S, Vlad C, et al. Congenital scoliosis: an up-to-date. J Med Life. 2015;8(3):388-397.
88. uet ED, Padberg AM, Raynor BL, et al. Increased risk of postoperative neurologic decit for spinal surgery patients
with unobtainable intraoperative evoked potential data. Spine. 2005;30:2094-2103.
89. Mooney JF III, Bernstein R, Hennrikus WL Jr, et al. Neurologic risk management in scoliosis surgery. J Pediatr Orthop. 2002;22:683-689.
90. Moroz P, Emans JB, Hedequist DJ, et al. Outcomes of major
peri-operative neurologic complications in paediatric spine deformity [paper 60]. Presented at Scoliosis Research Society
Annual Meeting; September 10-13, 2003; Quebec City, Canada.
91. Hedequist DJ. Instrumentation and fusion for congenital spine deformities. Spine. 2009;34(17):1783-1790.
92. Kesling KL, Lonstein JE, Denis F, et al. e cranksha
phenomenon aer posterior spinal arthrodesis for congenital scoliosis: a review of 54 patients. Spine. 2003;28(3):267-271.
93. Karol LA. Early denitive spinal fusion in young
children: what we have learned. Clin Orthop Relat Res. 2011;469(5):1323-1329.
94. Bowen RE, Scaduto AA, Banuelos S. Does early thoracic fusion exacerbate preexisting restrictive lung disease in congenital scoliosis patients? J Pediatr Orthop. 2008;28(5): 506-511.
95. Newton PO, White KK, Faro F, et al. e success of
thoracoscopic anterior fusion in a consecutive series of 112 pediatric spinal deformity cases. Spine. 2005;30:392-398.
96. Demirkiran G, Yilmaz G, Kaymaz B, et al. Safety and ecacy
of instrumented convex growth arrest in treatment of congenital scoliosis. J Pediatr Orthop. 2014;34(3):275-281.
97. Winter RB, Lonstein JE, Denis F, Sta-Ana de la Rosa H. Convex growth arrest for progressive congenital scoliosis due to hemivertebrae. J Pediatr Orthop. 1988;8(6):633-638.
98. Dimeglio A, Bonnel F. Growth of the spine. In: Raimondi AJ, ed. e Pediatric Spine. Principles of Pediatric Neurosurgery. Vol. 39. Springer Verlag; 1989.
99. Cil A, Yazici M, Alanay A, et al. e course of sagittal plane abnormality in the patients with congenital scoliosis managed with convex growth arrest. Spine. 2004;29(5):547-552.
100. ompson AG, Marks DS, Sayampanathan SR, et al. Long-term results of combined anterior and posterior convex epiphysiodesis for congenital scoliosis due to hemivertebrae. Spine. 1995;20:1380-1385.
101. Shono Y, Abumi K, Kaneda K. One-stage posterior hemivertebra resection and correction using segmental posterior instrumentation. Spine. 2001;26(7):752-757.
102. Cheung KM, Zhang JG, Lu DS, K Luk KD, Y Leong JC. Ten-year follow-up study of lower thoracic hemivertebrae treated by convex fusion and concave distraction. Spine. 2002;27(7):748-753.
103. Demirkiran G, Yilmaz G, Kaymaz B, et al. Safety and
ecacy of instrumented convex growth arrest in treatment of congenital scoliosis. J Pediatr Orthop. 2014;34(3): 275-281.
104. Repko M, Krbec M, Burda J, et al. [Simple bony fusion or instrumented hemivertebra excision in the surgical treatment of congenital scoliosis]. Acta Chir Orthop Traumatol Cech. 2008;75(3):180-184.
105. Ruf M, Jensen R, Harms J. Hemivertebra resection in the cervical spine. Spine. 2005;30(4):380-385.
106. Bollini G, Docquier PL, Viehweger E, et al. Lumbar hemivertebra resection. J Bone Joint Surg Am. 2006;88:1043-1052.
107. Hedequist DJ, Hall JE, Emans JB. Hemivertebra excision in children via simultaneous anterior and posterior exposures. J Pediatr Orthop. 2005;25:60-63.
108. Nakamura H, Matsuda H, Konishi S, Yamano Y. Single-stage excision of hemivertebrae via the posterior approach alone for congenital spine deformity: follow-up period longer than ten years. Spine. 2002;27(1):110-115.
109. Ruf M, Harms J. Hemivertebra resection by a posterior approach: innovative operative technique and rst results.
Spine. 2002;27(10):1116-1123.
110. Shimode M, Kojima T, Sowa K. Spinal wedge osteotomy by a single posterior approach for correction of severe and rigid kyphosis or kyphoscoliosis. Spine. 2002;27:2260-2267.
111. Ruf M, Harms J. Posterior hemivertebra resection with transpedicular instrumentation: early correction in children aged 1 to 6 years. Spine. 2003;28(18):2132-2138.
112. Shono Y, Abumi K, Kaneda K. One-stage posterior hemivertebra resection and correction using segmental posterior instrumentation. Spine. 2001;26:752-757.
113. Bradford DS. Vertebral column resection. Orthop Trans. 1987;11:502.
114. Suk SI, Kim JH, Kim WJ, et al. Posterior vertebral column resection for severe spinal deformities. Spine. 2002;27(21):2374-2382.
115. Lenke LG, Sides BA, Koester LA, Hensley M, Blanke KM. Vertebral column resection for the treatment of severe spinal deformity. Clin Orthop Relat Res. 2010;468(3):687-699.
116. Lenke LG, O’Leary PT, Bridwell KH, et al. Posterior vertebral column resection for severe pediatric deformity: minimum two-year follow-up of thirty-ve consecutive patients. Spine. 2009;34(20):2213-2221.
117. Dayer R1, Ceroni D, Lascombes P. Treatment of congenital thoracic scoliosis with associated rib fusions using VEPTR
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expansion thoracostomy: a surgical technique. Eur Spine J. 2014;23(suppl 4):S424-S431.
118. Parnell SE, Emann EL, Song K, et al. Vertical expandable
prosthetic titanium rib (VEPTR): a review of indications, normal radiographic appearance and complications. Pediatr Radiol. 2015;45(4):606-616.
119. Campbell RM Jr, Smith MD, Hell-Vocke AK. Expansion thoracoplasty: the surgical technique of opening-wedge
thoracostomy. Surgical technique. J Bone Joint Surg Am. 2004;86-A(suppl 1):51-64.
120. Heydar AM, Sirazi S, Bezer M. Magnetic controlled growing rods as a treatment of early onset scoliosis: early results with two patients. Spine. 2016;41(22):E1336-E1342.
121. Yılmaz B, Ekşi MŞ, Işik S, et al. Magnetically controlled growing rod in early-onset scoliosis: a minimum of 2-year follow-up. Pediatr Neurosurg. 2016;51(6):292-296.
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27
CHAPTER
Idiopathic scoliosis is the most common cause of spinal deformity in pediatric patients, encompassing 80% of all scoliosis. Because its etiology is not known, it is a diagnosis of exclusion—other causes such as congenital, syndromic, neu­romuscular, and positional (leg-length discrepancy) must be ruled out. e radiographic diagnosis requires a coronal plane angle, measured by the Cobb method, of 10 degrees or greater. Patients with curves less than 10 degrees are considered to have spinal asymmetry.
early-onset scoliosis in 1950. Later, Dickson4 expanded further on that concept and proposed that idiopathic scoliosis be divided into early (0–5 years old) and late onset (>5 years old), based on spinal growth velocity noted in these two age groups. Currently, idiopathic scoliosis is divided into four categories based on the age of onset: infantile (birth to 2 years + 11 months), juvenile (3–9 years + 11 months), adolescent (10–17 years + 11 months), and adult (18 years and older).5 Treat­ments include close observation, bracing, and surgical inter­vention. Patient safety is imperative and is achieved by appropriate training, careful patient selection, and adherence to the principles of deformity surgery. Advanced technology and procedures have improved surgical treatment, with the ultimate goals being patient safety, satisfaction, motion pres­ervation, and choosing the optimal fusion levels to prevent the need for further surgical intervention.

Epidemiology

Infantile and juvenile scoliosis are less prevalent than adoles­cent idiopathic scoliosis. Infantile idiopathic scoliosis is more common in Europe, constituting less than 1% of idiopathic scoliosis cases in the United States. Typically, these are le-
sided thoracic curves, oen occurring among boys. Recent reviews suggest that there might be a decline in its incidence.6 In contrast, juvenile cases are typically diagnosed at age 5 years in boys and 7 years in girls, accounting for about 10% to 20% of idiopathic scoliosis cases.3 Additionally, juvenile cases occur predominantly in girls; however, between 3 and 6 years of age, there seems to be a similar distribution between boys and
1,2
Ponseti and Friedman3 rst described

Idiopathic Scoliosis

Lawrence G. Lenke
Fernando E. Silva
Ronald A. Lehman Jr
girls, only to become predominant again in girls aer age 6 years. e curve patterns closely resemble those of adolescents.
Adolescent idiopathic scoliosis (AIS) is the most prevalent type. Among adolescents, the prevalence of 10-degree curves is less than 3%, with about 5% of curves showing a progression of greater than 30 degrees.4 is prevalence decreases as a function of curve magnitude, however, to about 0.3% to 0.5% and 0.1% in curves measuring 20 degrees and 40 degrees, respectively.7 e prevalence of curves greater than 10 degrees is higher among girls, with a 4 : 1 ratio of girls to boys, increas­ing to 9 : 1 when curves reach an operative range of about 40 to 50 degrees.
Etiology
Despite decades of research, the specic cause of idiopathic scoliosis remains elusive and likely multifactorial. Possible causes of infantile idiopathic scoliosis include intrauterine molding or postnatal pressure on the spinal column from supine positioning during sleep. Other etiologies that have been considered in idiopathic scoliosis include dysfunction in proprioception to maldevelopment in central pattern genera­tors in the spinal cord, connective tissue disorders, hormonal issues, and muscle/structural changes.
gests, however, that in the observed deformation of the spine, the unique mechanics of the fully erect posture, which is exclusive to humans, as well as genetics, both play important roles in its development and progression. Kouwenhoven and Castelein13 concluded that many factors may play a role in the initiation and progression of AIS at a certain age. e growth spurt noted among adolescents seems to play a role in progres­sion because, as the spine grows, there seems to be a mechani­cal inuence as a critical buckling load is reached. Reports in
the literature continue to strongly suggest a genetic link.
Genetics
It is widely accepted that genetics plays a major role in idio­pathic scoliosis. In 2008, Kulkarni and colleagues15 mapped a developmentally critical CHD gene to 15q26.1 and, together
8
9-12
e literature sug-
14
IV
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452 PEDIATRICS
with CHD7, suggested a possible role of CHD2 in the embry- onic development of the spine. In eorts to map out the
gene(s) responsible for idiopathic scoliosis, Gao and col­leagues16 reported the rst gene (CHD7) in the 8q12 locus to be associated with a familial idiopathic scoliosis. However, Tilley and colleagues failed to replicate Gao’s ndings.17 In contrast, Takahashi et al. detected a strong association between AIS and rs11190870 near LBX1, noting that this was associ­ated with both susceptibility and curve progression of AIS.18 Hua et al. corroborated the latter ndings as they reported on the strong association between AIS and rs11190870 near LBX1 in a Japanese group with AIS.19 In terms of inheritance, the prevalence is 11% among rst-degree relatives, 2.4% among second-degree relatives, and 1.4% among third-degree relatives.20 Concordance among monozygotic and dizygotic twins has been reported to range from 73% to 92% and 36% to 63%, respectively.
21,22
Anderson and colleagues23 published a population-based study taken from the Danish Twin Regis­try in which 46,418 twins were registered. From the 34,944 respondents, the concordance rate for monozygotic twins was 13% versus 0% for dizygotic twins. Gurnett and colleagues24 published a report of a single multigenerational family in which AIS and pectus excavatum segregated as an autosomal dominant condition. rough linkage analysis, the investiga­tors identied a genetic locus for the two conditions on chromosome 18q. Hence, even though the exact genetic and hereditary basis of scoliosis remains elusive, several chromo­somes appear to play a role. Furthermore, its mode of inheri­tance remains unclear as both autosomal recessive, autosomal dominant with variable penetrance, and X-linked dominant modes of inheritance have been reported.

Natural History

About 90% of infantile curves show spontaneous resolution, especially among infants who are younger than 1 year at diagnosis. with a thoracic component. Insight into curve progression can be obtained from the rib-vertebral angle dierence (RVAD) and “phase of the rib head.”26 To calculate the RVAD, a line is drawn perpendicular to the apical vertebral endplate, another line is drawn from the mid-neck to the mid-head of the cor­responding rib; the angle formed by the intersection of these lines is the rib vertebral angle or RVA. For calculating the RVAD, the angle on the other side of the same vertebra is calculated as well. e dierence between the values of the RVAs on the concave and convex sides of the curve is the RVAD. In terms of phase of the rib head, if the head and neck of the convex rib of the vertebral body at the apex of the curve does not overlap the vertebral body, it is termed phase I; if it does overlap, it is termed phase II. It is unnecessary to calculate the RVAD when a curve is noted to be a phase II type, as those are almost certain to progress. Curves with RVAD greater than 20 degrees or phase II angles are very likely to progress.
also spontaneously resolve, about 70% of juvenile curve types tend to progress, with 50% requiring bracing and 50% surgical
6,25
Curves that typically progress are double curves
Although juvenile scoliosis curves less than 25 degrees can
treatment. ese curves tend to progress if idiopathic scoliosis is diagnosed before age 6 years and/or if they have a Cobb angle of greater than 30 degrees. Here, the RVAD has not proven to be a useful predictor of curve progression.
Many factors inuence the natural history of AIS. Growth potential, skeletal maturity, curve magnitude, and location are important considerations when assessing progression of AIS. Family history, gender, and rotation do not seem to inuence progression. Peak height growth seems to correlate best with, and is a better predictor of, progression than skeletal maturity. In terms of biomechanical inuences, this likely is secondary to attaining a critical vertebral column height, which leads to a critical buckling load and greater bending moments with eventual curve progression. In girls, peak height growth seems to occur 6 to 12 months before the onset of menarche. In boys, peak height growth seems to correlate with the closure of the triradiate cartilage. Larger or double curves tend to progress more than smaller or single curves. Additionally, curves can progress aer skeletal maturity; thoracic curves greater than 50 degrees and thoracolumbar/lumbar (TL/L) curves greater than 40 degrees can progress on average 1 degree per year.
27,28

Evaluation

History and Physical Examination
A complete history, including any family history of scoliosis, is obtained and a physical examination is performed. With infantile and juvenile cases, in particular, a thorough prenatal, birth, and developmental history is obtained. In the adoles­cent, the growth spurt history is noted. Length of time post­menarche is an indication of potential growth remaining. A girl grows fastest one year before onset of menarche and usually nishes growing 2 years aer its onset. Voice changes in boys are noted as well, because when such change has begun, the growth spurt is in its most intense phase. When the voice has acquired adult characteristics, the growth rate has started to decelerate. e duration of voice change varies between less than 1 year to more than 3 years. is informa­tion is imperative in determining peak growth velocity and as predictors of growth potential and its implications on possible curve progression.29 Symptoms of pain and/or weakness and how the patient perceives her or his appearance relative to the deformity are especially important with AIS.30 During the examination, height, weight, and age (years plus months since last birthday) are recorded. e head is examined with special attention to torticollis and plagiocephaly, given its higher incidence with infantile scoliosis. Possible conditions and anomalies that might be present include buccal and palatal anomalies, café-au-lait spots, and midline dimples or hair patches, or both, over the lumbodorsal spine, which can be important clinical clues to the presence of intraspinal pathol­ogy. Limb laxity is also checked and, when present, genetic counseling is requested. Trunk shi, a clinical correlate of curve rotation, is evaluated as the patient stands with the hips and knees fully extended. e relationship of the patient’s head to the pelvis is also noted in evaluating the overall coronal and sagittal balance. Any shoulder, breast, or pelvic asymmetry is