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- •Preface
- •Contents
- •Contributors
- •Bone Circulation
- •Embryology
- •Postnatal Development
- •Bone Tissue
- •Bone Organization
- •Bone Metabolism
- •Bone Growth Factors
- •Cartilage
- •Metabolic Bone Disease
- •Eucalcemic States: Osteoporosis
- •Hypercalcemic States: Hyperparathyroidism
- •Renal Osteodystrophy
- •Sick Cell Syndromes
- •Osteogenesis Imperfecta
- •Osteopetrosis
- •Paget’s Disease
- •Arthritis
- •Metabolic Arthritides: Crystalline Arthropathy
- •Gout
- •Pseudogout
- •Ochronosis
- •Vascular Disease
- •Circulatory Disease: Avascular Necrosis
- •Hematologic Syndromes
- •Neurodevelopmental Disorders
- •Neurologic Diseases
- •Developmental/Congenital Defects
- •Dysplasias
- •Chromosomal Defects
- •Congenital Deformity
- •Miscellaneous
- •Summary
- •Further Reading
- •References
- •3: Musculoskeletal Imaging
- •Introduction
- •Conventional Radiographs
- •Shoulder
- •Hand/Wrist
- •Pelvis/Hip
- •The Knee
- •Cervical Spine
- •Bone Scan
- •PET Scan
- •Further Reading
- •4: Skeletal Trauma
- •Introduction
- •Fractures
- •Initial Evaluation
- •Fracture Descriptors
- •Fracture Deformities
- •Fracture Patterns
- •Soft Tissues
- •Vascular Injury
- •Nerve Damage
- •Muscle Injury
- •Ligament Tears
- •Classic Fractures
- •Incomplete Fractures
- •Stress Fractures
- •Pathologic Fracture
- •Physeal Fractures
- •Intra-articular Fractures
- •Fracture Healing
- •Orthopedic Emergencies
- •Acromioclavicular Separation
- •Pelvic Fractures
- •Hip Fractures
- •Femoral Neck Fractures
- •Intertrochanteric Fractures
- •Subtrochanteric Fractures
- •Femoral Shaft Fractures
- •Distal Femoral Fractures
- •Conclusion
- •Further Reading
- •5: Orthopedic Infections
- •Introduction
- •Pediatric Infections
- •Acute Hematogenous Osteomyelitis
- •Pediatric Septic Arthritis
- •Adult Osteomyelitis
- •Adult Septic Arthritis
- •Open Fractures
- •Prosthetic Joint Infections (PJI)
- •Further Reading
- •Biopsy
- •Biopsy Techniques
- •Core-Needle Biopsy
- •Incisional Biopsy
- •Excisional Biopsy
- •Background
- •Clinical Evaluation
- •Radiographic Evaluation
- •X-Rays
- •Computed Tomography
- •Magnetic Resonance Imaging
- •Nuclear Medicine
- •Ultrasound
- •Angiography
- •Staging
- •Staging Systems
- •Amputation
- •Malignant Bone Tumors
- •Classic Intramedullary Osteosarcoma
- •Clinical Presentation
- •Radiographic Findings
- •Histologic Characteristics
- •Treatment Strategy
- •Outcomes
- •Chondrosarcoma
- •Clinical Presentation
- •Radiographic Findings
- •Histologic Characteristics
- •Treatment Strategy
- •Outcomes
- •Clear Cell Chondrosarcoma
- •Mesenchymal Chondrosarcoma
- •Ewing Sarcoma
- •Clinical Presentation
- •Radiographic Findings
- •Histologic Characteristics
- •Treatment Strategy
- •Outcomes
- •Benign Bone Tumors
- •Enchondroma
- •Osteochondroma (Exostosis)
- •Osteoid Osteoma
- •Aneurysmal Bone Cysts
- •Unicameral Bone Cysts
- •Eosinophilic Granuloma
- •Natural History
- •Radiographic Findings
- •Treatment Strategy
- •Soft Tissue Sarcomas
- •Clinical Presentation
- •Radiographic Findings
- •Treatment
- •Outcomes
- •Liposarcoma
- •Myxoid Liposarcoma
- •Leiomyosarcoma
- •Fibrosarcoma
- •Synovial Sarcoma
- •Epithelioid Sarcoma
- •Benign Soft Tissue Tumors
- •Lipomas
- •Schwannoma
- •Fibromatosis
- •Benign Vascular Lesions
- •Tenosynovial Giant Cell Tumor
- •Ganglia
- •References
- •7: Pediatric Orthopedics
- •Growth
- •Remodeling
- •Bone
- •Ligament
- •Periosteum
- •Cartilage
- •The Growth Plate
- •Torsional Variations
- •Infection
- •Osteomyelitis
- •Clinical Features
- •Diagnosis
- •Treatment
- •Septic Arthritis
- •Clinical Features
- •Diagnosis
- •Treatment
- •Septic Joint Destruction
- •Physeal Damage
- •Pathologic Fracture
- •Chronic Infection
- •Juvenile Rheumatoid Disease
- •Hemophilia
- •Lyme Disease
- •Metabolic Disease
- •Hematologic Disease
- •Sickle Cell Disease
- •Leukemia
- •Osteogenesis Imperfecta
- •Down Syndrome
- •Skeletal Dysplasias
- •Achondroplasia
- •Clinical Features
- •Neuromuscular Disease
- •Cerebral Palsy (CP)
- •Polio
- •Regional Orthopedic Problems
- •The Pediatric Hip
- •Treatment
- •Perthes’ Disease
- •Slipped Capital Femoral Epiphysis (SCFE)
- •The Pediatric Knee
- •Osgood–Schlatter’s Disease
- •Osteochondritis Dissecans (OCD)
- •The Discoid Meniscus
- •Popliteal Cysts
- •The Pediatric Foot
- •Flatfoot or Pes Planovalgus
- •Rigid Flatfoot
- •Congenital Clubfoot
- •Metatarsus Adductus
- •Sprengel’s Deformity
- •Congenital Muscular Torticollis
- •Radial Anomalies
- •Congenital Trigger Thumb
- •Pediatric Trauma
- •Non-accidental Trauma
- •Conclusions
- •Pediatric Spine
- •Scoliosis
- •Management
- •Congenital Scoliosis
- •Neuromuscular Deformity
- •Kyphosis
- •Spondylolisthesis
- •Conclusions
- •Further Reading
- •Introduction
- •Musculoskeletal Tissues
- •Articular Cartilage
- •Tendons
- •Ligaments
- •Muscle
- •Meniscus
- •History
- •Physical Examination
- •Special Tests
- •X-Rays
- •Magnetic Resonance Imaging
- •Arthroscopy
- •Acute Traumatic Injuries
- •Immediate
- •Early
- •Late
- •Chronic Overuse Injuries
- •Common Pathologies Treated by Sports Medicine Specialists
- •Hip: Femoroacetabular Impingement (FAI)
- •Knee: Anterior Cruciate Ligament (ACL) Injury
- •Shoulder
- •Further Reading
- •9: The Shoulder
- •Functional Anatomy
- •The Glenohumeral Joint
- •The Glenohumeral Ligaments
- •The Labrum
- •The Rotator Interval
- •The Subacromial Space
- •The Acromioclavicular Joint
- •The Sternoclavicular Joint
- •The Scapulothoracic Articulation
- •The Brachial Plexus
- •History
- •Functional Assessment
- •Inspection
- •Palpation
- •Strength Assessment
- •Neurologic Examination
- •Shoulder Instability
- •Radiographs
- •Magnetic Resonance Imaging
- •Computerized Tomography
- •Electrodiagnostic Testing
- •History
- •Examination
- •Imaging
- •Treatment
- •History
- •Examination
- •Imaging
- •Treatment
- •Osteoarthritis
- •History
- •Examination
- •Imaging
- •Treatment
- •Miscellaneous Arthropathy
- •Adhesive Capsulitis
- •History
- •Examination
- •Imaging
- •Treatment
- •History
- •Examination
- •Imaging
- •Treatment
- •History
- •Examination
- •Imaging
- •Treatment
- •History
- •Examination
- •Imaging
- •Treatment
- •Multidirectional Instability
- •History
- •Examination
- •Imaging
- •Treatment
- •Summary
- •Further Reading
- •10: The Spine
- •Introduction
- •Cervical Spine
- •History
- •Physical Examination
- •Diagnostic Studies
- •Plain Radiographs
- •Magnetic Resonance Imaging
- •Myelography
- •Computerized Tomography
- •Electromyography
- •Clinical Conditions
- •Myelopathy Versus Radiculopathy
- •Neck Sprain-Neck Ache
- •Acute Herniated Disc
- •Cervical Spondylosis
- •Rheumatoid Arthritis
- •Cervical Hyperextension Injuries
- •Cervical Spine Algorithm
- •Conservative Treatment
- •Neck Pain Predominant
- •Arm Pain Predominant (Radiculopathy)
- •Lumbar Spine
- •History
- •Physical Examination
- •Diagnostic Studies
- •Plain Radiographs
- •Magnetic Resonance Imaging
- •Computed Tomography
- •Electrodiagnostic Testing
- •Clinical Conditions
- •Back Strain-Lumbago
- •Herniated Disc
- •Spinal Stenosis
- •Spondylolisthesis
- •Lumbar Spine Algorithm
- •Conservative Treatment Modalities
- •Controlled Physical Activity
- •Drug Therapy
- •Trigger-Point Injection
- •Epidural Steroid Injection
- •Traction
- •Manipulation
- •Physical Therapy
- •Operative Management
- •Decompression
- •Fusion
- •Further Reading
- •11: The Elbow
- •Introduction
- •Anatomy
- •Skeletal
- •Muscles
- •Neurovascular
- •Brachial Artery
- •Musculocutaneous Nerve
- •Median Nerve
- •Radial Nerve
- •Ulnar Nerve
- •History
- •Physical Examination
- •Radiographic Evaluation
- •Stress X-Rays
- •Traction X-Rays
- •Computed Tomography
- •Magnetic Resonance Imaging
- •Electrodiagnostic Tests
- •Nonoperative Treatment
- •Injections
- •Operative Treatment
- •Lateral Epicondylitis: “Tennis Elbow”
- •Medial Epicondylitis: “Golfer’s Elbow”
- •Elbow Arthritis
- •Cubital Tunnel Syndrome (Ulnar Nerve Compression)
- •Olecranon Bursitis
- •Little Leaguer’s Elbow
- •Acute: Traumatic Common Tendon, Ligament, Fracture, Dislocation Injuries
- •Tendon Ruptures
- •Distal Biceps Rupture
- •Triceps Tendon Rupture
- •Dislocations
- •Simple Elbow Dislocation
- •Common Elbow Fractures
- •Olecranon Fractures
- •Distal Humerus Fractures
- •Coronoid Fractures
- •Monteggia Fracture
- •Ligamentous Injuries
- •Lateral Ulnar Collateral Ligament Injury
- •Medial Ulnar Collateral Ligament Injury
- •Further Reading
- •12: The Hand
- •Introduction
- •History
- •Physical Examination
- •Imaging
- •Arthroscopy
- •Pathophysiology
- •Duplication
- •Other Congenital Anomalies
- •Developmental or Acquired Disease
- •Arthritides
- •Nerve Compression Syndromes
- •Tendon Disorders
- •Dupuytren’s Contracture
- •Kienböck’s Disease
- •Infection
- •Trauma
- •Lacerations
- •Other Common Injuries
- •Metabolic Disease
- •Vascular
- •Neoplasms
- •Skin Cancer
- •Other Soft Tissue Masses
- •Management Protocols
- •Further Reading
- •Anatomy
- •Development
- •Biomechanics
- •Gait
- •Patient Evaluation
- •History
- •Physical Examination
- •Radiographic Evaluation
- •Hip Pathology
- •Hip Arthritis
- •Surgical Management
- •Arthroscopy
- •Arthrotomy
- •Osteotomy
- •Arthrodesis
- •Hip Replacement Surgery
- •Complications
- •Summary
- •Further Reading
- •Introduction
- •Anatomy
- •History
- •Physical Examination
- •Imaging
- •Knee Pathology
- •Meniscal Tears
- •Ligament Injuries
- •Patellofemoral Pathology
- •Arthritis
- •Further Reading
- •Anatomy
- •Ligaments
- •Muscles
- •Gait Cycle
- •Trauma
- •Ankle
- •Pilon Fractures
- •Ankle Fractures
- •Syndesmosis Injuries
- •Talus Fractures
- •Calcaneus Fractures
- •Ankle Sprains
- •Hallux Valgus
- •Hallux Varus
- •Hallux Rigidus
- •Lesser Toe Deformities
- •Peroneal Tendon Pathology
- •Cavovarus Foot Deformity
- •Anterior Tibial Tendon Pathology
- •Achilles Tendon Disorders
- •Posterior Tibial Tendon
- •Heel Pain
- •Osteoarthritis
- •Ankle
- •Rheumatoid Arthritis
- •Infections
- •Puncture Wounds
- •Paronychia
- •Diabetic Foot Infections
- •Charcot Arthropathy
- •Tumors
- •Soft Tissue Lesions
- •Bone Tumors
- •Complex Regional Pain Syndrome
- •Further Reading
- •Index

9 The Shoulder
223
Examination
The hallmark of GIRD is decreased shoulder internal rotation in the throwing side compared to the
contralateral shoulder. As mentioned earlier, the
throwing side almost always has an increase in
external rotation and a decrease in internal rotation
when compared to the opposite side; however, the
total arc of motion should remain the same. In
GIRD, the total arc of rotation is reduced due to
the pathologic loss of internal rotation. Cross-body
adduction may also be limited. Shoulder rotation
should be measured with the arm in 90° of abduction. Pain may be elicited with forced shoulder
abduction and external rotation. Scapular mechanics should be carefully visualized to identify any
winging or dyskinesia. The Jerk and posterior
load-and-shift tests are useful for identifying any
posterior labral pathology.
Dierential Diagnosis
Labral pathology and rotator cuff impingement
should be considered. Patients with increased
range of motion should be evaluated for multidirectional instability. Physeal injuries should be
ruled out in younger throwing athletes.
Imaging
A standard shoulder X-ray series should be used
to evaluate for physeal injury in adolescent
throwers, often seen as widening of the physis. A
Bennett lesion, or posteroinferior extra-articular
ossication, may be seen on the axillary radiograph. The axillary may also reveal glenoid retroversion. An MRI or MRA is useful to evaluate for
advanced labral pathology, and specically an
MRI with the arm in the abduction external rotation (ABER) position may be useful to evaluate
for internal impingement.
Treatment
Most patients will be successfully treated nonoperatively with a focus on physical therapy.
Strengthening the lower extremities, core, scapular stabilizers, and rotator cuff is crucial to
improve the transfer of energy for throwing and
to take stress off the shoulder. Surgical intervention is generally reserved for patients with more
advanced pathology.
Superior Labrum andBiceps Tendon
Pathology
The long head of the biceps tendon is intimately
associated with the superior labrum, as it inserts
into the superior labrum and supraglenoid tubercle. Conditions associated with this complex can
range from biceps tendinitis to acute or chronic
SLAP tear. Injuries generally occur in athletes
with repetitive overhead activities such as throwers, volleyball players, and swimmers.
Alternatively, acute SLAP tears may occur after
single traumatic events that involve traction or
compression to the shoulder. Classication of
SLAP tears is based on the amount of labral or
biceps tendon involvement and the displacement
of the injured structure.
History
Patients may complain of pain associated with
loss of throwing velocity and stamina. The pain is
localized deep in the shoulder joint and may radiate along the proximal biceps tendon. The patient
may notice painful shoulder crepitus with
throwing and shoulder rotation. The onset and
degree of pain will depend on the nature of the
injury, but even patients sustaining traumatic
SLAP tears may present with chronic symptoms
associated with activity.
Examination
Pain may be elicited with palpation of the long
head of the biceps tendon. In overhead throwers,
the range of motion testing often shows increased
external rotation and decreased internal rotation
as seen in GIRD. Special tests include Speed’s
and Yergason’s tests, which are commonly positive for weakness or pain in the setting of biceps
tendinitis. The O’Brien’s active-compression test
is sensitive for SLAP tears. Strength testing is
generally intact.
Dierential Diagnosis
Chronic SLAP tears should be distinguished
from GIRD and internal impingement, with one
theory suggesting that these are different points
in the same pathology spectrum. Rotator cuff tendonitis should be considered in the setting of

224
E. Michaelson and B. Wiesel
overuse injury. The differential diagnosis in the
setting of a traumatic event includes fracture, dislocation, and rotator cuff injury.
Imaging
A standard shoulder series will rule out fracture
about the shoulder girdle. An MRI in acute injuries or MRA in chronic complaints will demonstrate the presence and morphology of a SLAP
tear. Discontinuity of and uid under the superior
labrum, tearing of the long head of the biceps tendon, and displacement of the superior labrum or
biceps tendon inferiorly are signs of SLAP tear.
MRI is also useful to rule out associated diagnoses including Bankart or rotator cuff injuries.
MRI will show uid in the bicipital groove in the
setting of biceps tendinitis. MRI should be evaluated with consideration of the history and physical exam, as SLAP tears have been commonly
identied on MRI in patients over the age of 30
with asymptomatic shoulders. SLAP tears found
on MRI are often not the source of symptoms,
and the imaging studies should always be correlated with the complaints of the patient.
Treatment
Initial treatment is nonoperative in the form of
rest, anti-inammatory medications, and physical therapy. Physical therapy will specically
involve strengthening of the rotator cuff and
scapular stabilizing musculature, along with posterior capsular stretching. Any motion or core
decits should be addressed. In overhead athletes
with attritional pathology, nonoperative management and physical therapy should be trialed for at
least 3 months prior to surgical intervention.
Surgical treatment is indicated if there is a failure
of nonoperative measures, and the type of surgical intervention depends on the patient demographics and type of tear. Surgery is generally
arthroscopic, with options including SLAP
debridement, repair of the labrum and biceps
anchor for any unstable lesions, or biceps tenodesis in patients older than 30–40years. Any other
instability lesions can be addressed at the time of
arthroscopy. The surgeon should be cautious
when repairing the superior labrum of overhead
athletes, as many of these patients will demon-
strate posterosuperior labral instability on
arthroscopy related to the physiologic adaptation
of the “peel-back” phenomenon. Overhead athletes should be educated that a SLAP repair will
likely limit their external rotation capacity after
recovery and return to sport, especially at high
levels, is unpredictable.
Multidirectional Instability
Shoulder instability is a complex problem with a
spectrum of pathology ranging from atraumatic
multidirectional shoulder instability to traumatic,
unidirectional shoulder dislocations.
Multidirectional instability (MDI) generally
refers to shoulder pain and disability caused by
excessive laxity of the static shoulder stabilizers
(capsule and glenohumeral ligaments).
History
In the overhead athlete (pitchers, swimmers, and
volleyball players), MDI can present with
activity- related pain, scapular winging, and occasionally neurologic symptoms down the arm.
Other patients may present with shoulder subluxations and dislocations that may easily reduce on
their own but are a signicant source of disability
and distress to the patient. Patients with generalized laxity or collagen disorders such as EhlersDanlos Syndrome may present with
multidirectional instability. In these patients,
symptoms often develop bilaterally.
Examination
Scapular winging may be noticeable on inspection during range of motion and strength testing.
The active and passive ranges of motion are often
excessive compared to the average shoulder.
Additionally, the patient may exhibit generalized
ligamentous laxity at other joints, as measured
with the Beighton score. The sulcus sign (hollowing of the subacromial region with downward
traction on the arm) may be noticeable and indicative of shoulder laxity. Provocative shoulder
testing such as the apprehension or posterior
apprehension tests may produce pain rather than
apprehension. Other patients may have true

9 The Shoulder
225
apprehension. Load-and-shift testing often
reveals subluxation or dislocation in multiple
directions.
Dierential Diagnosis
The differential diagnosis includes rotator cuff
disease, labral pathology, and peripheral nerve
injury in the setting of scapular winging.
Imaging
The standard radiographs are typically unremarkable although bony abnormalities such as glenoid
hypoplasia can be identied. An MRI arthrogram
often does not demonstrate specic structural
injuries but can be useful to exclude labral injury
(Bankart lesion) and document a patulous
capsule.
Treatment
The mainstay of treatment for MDI is rehabilitation. Physical therapy is focused on strengthening the dynamic stabilizers of the shoulder girdle,
including the rotator cuff and scapular stabilizers.
More specialized therapy can be prescribed for
athletes and is based on their specic sport and
needs. Patients who fail rehabilitation may be
candidates for surgical treatment. In most cases,
rehabilitation should be continued for at least
6–12 months. Surgical treatment involves
decreasing the volume of the shoulder joint by
surgically altering the capsule (capsulorrhaphy).
Surgery may be performed by arthroscopic or
open methods. Arthroscopic methods tend to pre-
serve motion better and may be preferable in athletes who would not tolerate minor losses of
motion. Open surgical treatments historically
have had lower rates of recurrent instability.
Criticisms of open procedures such as the inferior capsular shift include loss of motion and
potential subscapularis deciency.
Summary
The shoulder is a complex structure that provides
tremendous versatility and power to the upper
extremity. The majority of painful shoulder girdle
conditions are readily diagnosed with a thorough
history and physical examination. Successful
treatment of shoulder girdle problems is often
accomplished by following a relatively simple
algorithm of rest, activity modication, nonsteroidal anti-inammatory drug therapy, and physical
therapy. More invasive treatment options, such as
arthroscopic and open surgery, are highly effective in appropriately selected patients.
Further Reading
Nicholson G, editor. Orthopaedic knowledge update:
shoulder and elbow. 5th ed. Rosemont, IL: American
Academy of Orthopaedic Surgeons; 2020.
Iannotti JP, Williams GR Jr, Miniaci A, Zuckerman
JD. Disorders of the shoulder: diagnosis & management. 3rd ed. Philadelphia, PA: Lippincott Williams
& Wilkins; 2013.

The Spine
JosephL.Ferguson andDouglassC.Johnson
10
Introduction
In this chapter, we will separate pathology into
the cervical and lumbar regions. In the cervical
region, the spinal cord is present, and conditions
such as myelopathy and cord compression can
occur. These occur less frequently in the lumbar
spine due to the spinal cord ending at approximately L1–L2in adults and becoming the cauda
equina, a collection of nerve roots traveling distally to their respective foramina. Additionally,
the lumbar spine experiences all of the forces of
the trunk and torso and is responsible for transmitting these forces to the lower extremities. As a
result of these forces, disc herniations, degenerative disc disease, and spondylolisthesis are more
common in the lumbar spine. The thoracic spine,
due to the morphology of the facet joints and rib
articulations, is relatively immobile when compared to the cervical and lumbar regions.
Conditions addressed in this chapter occur less
frequently in the thoracic region, and as a result
will not be discussed. It should be noted that this
chapter focuses solely on degenerative issues
related to the cervical and lumbar spine. Back
Illustrations by Anna Beaufort.
J. L. Ferguson · D. C. Johnson (*)
Department of Orthopedics, MedStar Georgetown
University Hospital, Washington, DC, USA
e-mail: Joseph.Ferguson@gunet.georgetown.edu;
Douglass.C.Johnson@medstar.net
and neck pain in the setting of recent trauma
requires much different evaluation and management, and as such will not be discussed here.
Cervical Spine
Disorders of the neck are ubiquitous. Signicant
problems can arise from various types of arthritis
as well as trauma. In each instance, recovery or
improvement is the usual outcome, but can sometimes be disastrous, even resulting in quadriplegia.
Every physician should be familiar with the signs
and symptoms of the various diagnostic entities
that occur in the cervical spine and be able to identify the serious problems that require immediate
attention, such as an unrecognized myelopathy.
History
The location of the pain is the major point to
obtain from a patient’s history. The majority of
patients complain of localized symptoms in the
neck, with and without referral of pain between
the scapulae or shoulders. The pain is described
as vague, diffuse, axial, non-dermatomal, and
poorly localized. The pathogenesis of this type of
complaint is attributed to structures innervated by
the sinuvertebral nerve or the nerves innervating
the paravertebral soft tissues and is generally a
localized injury.
© The Author(s), under exclusive license to Springer Nature Switzerland AG 2024
W. F. Postma et al. (eds.), Essentials of Orthopedic Surgery,
https://doi.org/10.1007/978-3-031-66215-7_10
227

228
J. L. Ferguson and D. C. Johnson
Another group of patients will complain of
neck pain with the addition of arm involvement.
This arm pain is secondary to nerve root irritation
and is termed radicular pain. The degree of nerve
root involvement can vary from a
monoradiculopathy to multiple levels of involvement. It is described as a deep aching, burning, or
shooting arm pain, often with associated paresthesias. The pathogenesis of radicular pain can derive
from soft tissue (herniated disc), bone (spondylosis/osteophyte), or a combination of the two—
typically referred to as a disc- osteophyte complex.
Finally, a third group of patients will complain of symptoms secondary to cervical myelopathy, which is compression of the spinal cord
and usually secondary to degenerative changes,
although can be acute secondary to a severe soft
disc herniation. The clinical complaints vary
considerably. The onset of symptoms usually
begins after 50years of age, and males are more
often affected. Onset is usually insidious,
although there is occasionally a history of
trauma. The natural history is that of initial neurologic deterioration followed by a plateau
period lasting several months. This is referred to
as a “stepwise deterioration” in neurologic function. The resulting clinical picture is often one of
an incomplete spinal lesion with a patchy distribution of decits. Disability varies with the
number of vertebrae involved and with the
degree of changes at each level.
Common presenting symptoms of cervical
myelopathy include numbness and paresthesias
in the hands, clumsiness of the ngers, weakness
(greatest in the lower extremities), and gait disturbances. Patients will often report difculty
buttoning shirts, loss of ne motor skills, and
worsening handwriting. Abnormalities of micturition are seen in about one-third of cases and
indicate more severe cord involvement.
Symptoms of radiculopathy can coexist with
myelopathy and confuse the clinical picture.
Sensory disturbances may show a patchy distribution. Spinothalamic tract (pain and temperature) decits may be seen in the upper extremities,
the thorax, or the lumbar region and may be in a
stocking or glove distribution. Posterior column
decits (vibration and proprioception) are more
commonly seen in the feet than in the hands.
Usually there is no gross sensory impairment, but
a diminished sense of appreciation of light touch
and pinprick. A characteristic broad-based, shufing gait may be seen, signaling the onset of
functionally signicant deterioration.
It should be noted that compressive neurologic pathologies are not mutually exclusive.
Indeed, some patients may present with both
radicular and myelopathic symptoms, known as
cervical myeloradiculopathy. These should be
evaluated and treated as a combined pathology,
taking care not to exclude either in the process.
Physical Examination
The physical examination should begin with observation of the cervical spine and upper torso unencumbered by clothing. The physical ndings are of
two different types. One set can be categorized as
nonspecic and found in most patients with neck
pain, but will not help to localize the type or level
of the pathological process. A decreased range of
motion is the most frequent nonspecic nding. It
can be secondary to pain or, structurally, to distorted bony or soft tissue elements in the cervical
spine. Pain will often lead to muscle guarding, or
spasm, in an attempt to “brace” the neck and prevent further movement. Hyperextension and excessive lateral rotation, however, will usually cause
pain—even in a normal individual.
Tenderness is another nonspecic nding that
can be quite helpful. There are two types of tenderness that must be considered. One is diffuse,
elicited by inammation of the paravertebral
muscles, and is found over a wide area of the posterolateral muscle masses. The second type of
tenderness is more specic and may help localize
the level of the pathology. It can be localized by
palpation over each intervertebral foramen and
spinous process.
The next goal of the physical exam is to isolate
the level or levels in the cervical spine responsible
for the symptomatology. The exam is also important to rule out other sources of pain, which
include compression neuropathies, thoracic outlet
syndrome, and chest or shoulder pathology.

10 The Spine
229
The major focus of the exam is directed at nding a neurologic decit (Table10.1). A dermatomal
or myotomal decit, such as decreased strength,
sensory decit (often decreased sensation to light
touch), or diminished deep tendon reex is most
likely an objective nding in a patient with a
radiculopathy. Although less reproducible, manual tests and maneuvers that increase or decrease
radicular symptoms may be helpful. In the
Spurling’s test, the patient’s head is extended,
tilted laterally, and slightly rotated toward the
symptomatic side, and then compressed to elicit
reproduction or aggravation of the radicular
symptoms. The axial manual traction test is performed in the presence of radicular symptoms in
the supine position. With 20–25lb of axial traction, a positive test is the decrease or disappearance of radicular symptoms. All these tests are
highly specic (low false-positive rate) for the
diagnosis of root compression, but the sensitivity
(false-negative rate) is less than 50%. L’hermitte’s
sign is a feeling of electric shock extending distally down the axial spine with exion at the neck,
which can indicate spinal cord compression. It is
worth noting that a C5 nerve root palsy is the most
common palsy in the cervical spine. This can be
seen preoperatively but is more commonly seen
post- operatively after cervical decompression.
Patients present with acute weakness of the deltoid and biceps as well as radicular pain in the C5
distribution. Patients should be counseled that in
most cases this will likely resolve spontaneously
within 6 months. The exact etiology of the C5
palsy is not known, but one proposed theory is
that decompression and posterior translation of
the spinal cord results in traction on the C5 nerve
root, resulting in a palsy.
Myelopathic physical ndings should also be
specically checked. These patients can have a gait
disturbance, so they should be observed walking.
Patients with myelopathy will have a characteristic
broad-based shufing gait that is due to their loss
of balance and proprioception. The extent of motor
disability can vary from mild to severe. Pyramidal
tract weakness and atrophy are more commonly
seen in the lower extremities and are the most common abnormal signs. The usual clinical ndings in
the lower extremities are spasticity and weakness.
Weakness and wasting of the upper extremities
and hands may also be due to combined spondylotic myelopathy and radiculopathy. In this situation, the patient usually complains of hand
clumsiness. A diminished or absent upper extremity deep tendon reex can indicate compressive
radiculopathy superimposed on spondylotic
myelopathy. Hoffman’s test is a sensitive but not
specic abnormal reex exam that can indicate
myelopathy. The test is performed by securing the
middle phalanx of the long nger and icking the
distal phalanx into an extended position. Resulting
involuntary contraction of the thumb and/or index
nger IP joint is a positive test, indicative of upper
motor neuron pathology. The inverted supinator
test (inverted brachioradialis reex) is another
sensitive but nonspecic exam maneuver that can
indicate upper motor neuron pathology. The test is
performed by tapping the brachioradialis at the
level of the radial styloid. Absence of contraction
of the brachioradialis and an abnormal response
of nger exion indicates a positive test. The
Romberg test should additionally be performed to
assess for ataxia. In this exam, patients are asked
to stand with their feet side by side while closing
their eyes and attempt to maintain their balance.
Table 10.1
neurologic exam
Features of the cervical
Disk
level
C2–C3 C3 Pinna of ear, mastoid
C3–C4 C4 Upper trapezius None None
C4–C5 C5 Deltoid, anterior arm Deltoid, Biceps Biceps
C5–C6 C6 Thumb and index nger Biceps, elbow
C6–C7 C7 Index and middle nger Triceps Triceps
C7–T1 C8 Ring and small nger Intrinsics None
Nerve
root Sensory Motor Reex
None None
process
Biceps
exion, wrist
extension

230
J. L. Ferguson and D. C. Johnson
Inability to maintain balance and posture indicates issues with proprioception that can be
caused by myelopathy. Gait patterns should also
be assessed in patients with concern for myelopathy. Myelopathic patients will have difculty performing a tandem toe-to-heel walk and may have
the characteristic wide-based, slow, shufing gait.
Sensory decits in spinothalamic (pain and
temperature) and posterior column (vibration and
proprioception) function should be documented.
Usually there is no gross impairment of sensation; rather, a patchy decrease in light touch and
pin-prick is seen. Hyperreexia, clonus, and positive Babinski’s signs are seen in the lower
extremities. Hoffman’s sign and hyperreexia
may be observed in the upper extremities.
In addition to a complete cervical exam, a
detailed lumbar exam may also be indicated in
cases of myelopathy to determine the extent of
involvement and detect any neurologic decits.
Oftentimes with cord compression, there are distinct lower extremity issues related to upper
motor neuron compression (Fig.10.1).
Diagnostic Studies
In evaluating any pathologic process, one will
usually have a choice of several diagnostic tests.
The cervical spine is no exception. This section
will deal with the most common ones that are
routinely used. In general, all of these tests play a
conrmatory role. In other words, the core of the
information derived from a thorough history and
physical examination should be the basis for a
diagnosis; the additional tests are obtained to
conrm this clinical impression. Trouble develops when these tests are used for screening purposes since most of them are overly sensitive and
relatively nonselective. Thus, the studies discussed should never be interpreted in isolation
from the overall clinical picture.
Plain Radiographs
Radiographic evaluation of the cervical spine is
helpful in assessing patients with neck pain and
the routine study should include standing anteroposterior and lateral views. Flexion-extension
X-rays are indicated in dening stability, whether
in the setting of trauma or suspected spondylolisthesis (Fig.10.2). The generally accepted radiographic signs of cervical disc disease are loss of
height of the intervertebral disc space, osteophyte
formation, secondary encroachment of the intervertebral foramina, and osteoarthritic changes in
the apophyseal joints (Fig.10.3).
It should be stressed that the identication of
some pathology on plain cervical X-rays does not,
per se, indicate the cause of the patient’s symptoms. In several series, large numbers of asymptomatic patients have shown radiographic evidence
of advanced degenerative disc disease. At approximately age 40, some degeneration (narrowing) can
be expected, particularly at the C5–C6 and C6–C7
levels. This is considered to represent a normal
aging process. By age 70, cervical spondylosis is
almost ubiquitous, though usually asymptomatic.
The difcult problem with regard to radiographic
interpretation is not in the identication of these
changes, but rather in determining how much signicance should be attributed to them.
Radiographic abnormalities of alignment in
the cervical spine may also be of clinical signicance, but they need to be correlated with the
whole clinical picture; listhesis or slipping forward or backward (retrolisthesis) of one vertebra
upon the vertebra below it is such a nding.
If instability is suspected, functional X-rays
may be taken. These view the spine from the side,
with the head exed (bent forward) or extended
(arched back); the spine normally exes equally
at each spinal level. If one vertebral level is
unstable, that particular vertebra moves more or
less and disrupts the symmetry of motion. Again,
this nding must be correlated with the whole
clinical picture as its mere presence may be
asymptomatic.
Magnetic Resonance Imaging
Magnetic resonance imaging (MRI) provides an
image on lm that is obtained by measuring the
differences in proton density between the various
tissues evaluated. With the use of the computer,
multiplanar images are obtainable. It is a safe test
since it uses neither ionizing radiation nor invasive contrast agents.

L5
C6 C6
10 The Spine
231
Fig. 10.1 Dermatomal
distribution chart
C5
C7
C8
T1
C2
C3
C4
C5
T1
T2
T3
T4
T5
T6
T7
T8
T9
T10
T11
T12
L1
S2
S3
L2
L3
L4
S1
S2
S3
S4
S5
C5
T1
C8
C7
S1
The technical advances in recent years have
made MRI both more accessible, cost-effective,
and useful. With the advent of 1.5T and new 3.0T
coils with stronger magnetic elds, higher quality
images are generated in less time. The distinction
between soft tissues and bone and the relationship
of both to the neural foramen are excellent
L4
(Fig. 10.4). MRI can also accurately detect rare
conditions such as infection, tumor, or intrinsic
abnormalities of the spinal cord. An excellent test,
MRI can be combined with plain lms to permit
an accurate noninvasive evaluation of a cervical
radiculopathy or myelopathy. It is currently the
diagnostic study of choice in the cervical spine.
L5
L4
S1S2
L5

232
J. L. Ferguson and D. C. Johnson
Fig. 10.2 Lateral and AP X-rays of a normal cervical spine
Review of MRI imaging should begin with
axial and sagittal views of T2-weighted images
compared side-by-side. These images alone can
provide a comprehensive picture of bony structures, intervertebral discs, neural foramina, the
thecal sac, and associated pathology. The MRI
should be used as a conrmatory test to substantiate a clinical impression. It should not be
used as a screening test since there are many
false- positive as well as false-negative results.
Thus, some normal people will have abnormal
MRI ndings, whereas some abnormal people
will be found to have normal MRIs. The
patient’s symptoms and clinical exam MUST
correlate to the MRI ndings when formulating
a diagnosis.
Myelography
A myelogram is performed by injecting a watersoluble dye into the spinal sac so that the outline
of the sac itself, as well as each nerve root sleeve,
can be evaluated. However, with recent advances
and the relative accessibility of current MRI tech-
niques, myelograms are becoming less frequent
in practice and are generally used when patients
have contra-indications that preclude them from
MRI such as pacemaker, spinal cord stimulator,
or other indwelling metal artifacts.
Computerized Tomography
Computerized tomography (CT) permits one to
create cross-sectional imaging of the cervical
spine at any desired level. The advantages of CT
include excellent differentiation of bone and soft
tissue (disc or ligament) lesions, direct demonstration of spinal cord and spinal cord dimensions, assessment of foraminal encroachment.
CT scans of the cervical spine are most commonly indicated for trauma and to rule out ossication of the posterior longitudinal ligament
(OPLL).
Unfortunately, CT involves radiation exposure. It does, however, provide very good information and is especially useful for patients who,
for a variety of reasons, cannot undergo MRI
investigation.

10 The Spine
233
Fig. 10.3 Lateral and AP radiographs demonstrating degenerative changes in the cervical spine
Fig. 10.4 Axial and
sagittal T-2 weighted
images of the cervical
spine demonstrating a
disc-osteophyte complex
at the C5–C6 level with
foraminal stenosis and
loss of cervical lordosis
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