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Procedure 21  | VEPTR Opening Wedge Thoracostomy for Congenital Spinal Deformities    207
1st rib
FIGURE 21-25 
E X PA NS I O N P E A R L S
• Distraction of the devices should be slow. When there is excessive reactive force within the first 5 mm of expansion, the distraction forceps are locked by the nut on the handles, and a relaxation period of 3 minutes is allowed to enable the chest wall tissues to accommodate the distraction and the reactive forces to dissipate. Another distraction of 2 to 3 mm is then performed. The cycle is repeated until the reactive force is consistently large, and then the distraction lock is placed.
• With the VEPTR II in those patients with kyphosis, the surgeon may consider accessing the proximal rod through a separate incision to gently straighten it with in situ benders to provide corrective force for the kyphosis in addition to expanding the device.
E X PA NS I O N P I T F A L LS
• Overdistraction, forcing the devices into greater length even when there is large reactive force, will cause breakage of the ribs of attachment and should be avoided.
• The goal of an expansion surgery is to take the slack out of the system, not correcting further deformity.

Replacement Procedure

n
When devices are completely expanded and the patient is still growing, a
change to a longer size is warranted.
n
In an outpatient setting, using a general anesthetic, limited skin incisions are
made over key areas. For the hybrid devices, the rib sleeve–superior cradle junc­tion, the distraction lock of the rib sleeve, and the hook are accessed through separate incisions. For rib-to-rib devices, the rib sleeve–superior cradle junction, the distraction lock of the rib sleeve, and the distal end of the inferior rib cradle are accessed. The devices are unlocked by removal of the distraction locks and the cradle end locks, and loosening of the hook. The old devices are removed through the inferior incisions. Longer devices, appropriate for the new length, are inserted and then distracted to tension the construct.
n
Wounds are closed in the usual fashion, and postoperative care is similar to
that for the expansion procedure.

Evidence

Campbell RM, Hell-Vocke AK. Growth  of the thoracic spine in congenital scoliosis 
after expansion thoracoplasty. J Bone Joint Surg Am 2003;85:409-20.
Campbell RM Jr, Smith MD. Thoracic insufficiency syndrome and exotic scoliosis.   
J Bone Joint Surg  Am  2007;89(Suppl  1):108-22.
Campbell RM, Smith MD,  Hell-Vocke AK. Expansion thoracoplasty: the surgical 
technique of opening-wedge thoracostomy. Surgical technique. J Bone Joint  Surg Am 2004;86(Suppl 1):51-64.
Campbell RM Jr, Smith MD, Mayes TC, et al. The characteristics  of thoracic 
insufficiency syndrome associated with fused ribs  and scoliosis. J Bone Joint Surg  Am 2003a;85:399-408.
Campbell RM, Smith MD,  Mayes  TC,  et al. The effect of opening wedge 
thoracostomy on thoracic insufficiency  syndrome  associated  with fused ribs and  congenital scoliosis. J Bone  Joint  Surg  Am 2003b;85:1615-24.
P R O C ED U R E 2 2
Posterior Thoracolumbar
Fusion Techniques
for Adolescent
Idiopathic Scoliosis
Coleen S. Sabatini and David L. Skaggs
I N D I CAT I O NS P I T F A L L S
• Don’t miss an underlying diagnosis; remember that idiopathic scoliosis is a diagnosis of exclusion.
• If there is abnormal pain or any neurologic signs or symptoms, magnetic resonance (MR) images of the cervical, thoracic, and lumbar spine should be obtained. Scoliosis secondary to a syrinx, Chiari malformation, or osteoid osteoma are examples of underlying conditions that may cause scoliosis and be mistaken for idiopathic scoliosis. Also, scoliosis in a pre-adolescent, scoliosis in the setting of thoracic kyphosis greater than 40 to 50 degrees, or scoliosis that has been rapidly progressive should also be evaluated with MRI.
• A characteristic of adolescent idiopathic scoliosis is rotatory deformity that presents as a hump or asymmetry in the Adams forward-bending position. If there is no significant rotatory deformity on clinical examination and/ or on radiographs, a diagnosis other than adolescent idiopathic scoliosis should be suspected. Figure 22-1, A shows scoliosis without rotation; Figure
22-1, B shows syrinx in this patient,
with no rotatory component to the scoliosis.
• Consider the possibility of congenital scoliosis. Radiographs should be reviewed carefully to ensure that there are no osseous abnormalities.

Indications

n
Thoracic scoliosis greater than or equal to 50 degrees
n
Thoracolumbar or lumbar scoliosis greater than or equal to 45 degrees
n
Slightly smaller curve magnitude than the above criteria in cases in which
there is significant decompensation or cosmetic deformity unacceptable to the patient

Surgical Anatomy: Choosing Levels for Fusion

n
In general, the major curve, which is the largest measured curve, is always fused.
Figure 22-2 shows the Lenke classification.
I N D I CAT I O NS
C O N T RO V E R S IE S
• Anterior, rather than posterior, spinal fusion may be performed if there is a single major curve. This is most commonly done in a single thoracolumbar curve at this time.
A
FIGURE 22-1, A-B 
Figures 22-1, 22-4 through 22-21, and 22-23 through 22-30 are reproduced with permission  from Children’s Orthopaedic Center–Children’s Hospital Los Angeles, Los Angeles, Calif.
B
Procedure 22  | Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis    209
Curve Type
Proximal Main Thoracolumbar/ Curve
Type Thoracic Thoracic Lumbar Type
1 Nonstructural Structural (major*) Nonstructural Main thoracic (MT)
2 Structural Structural (major*) Nonstructural Double thoracic (DT)
3 Nonstructural Structural (major*) Structural Double major (DM)
4 Structural Structural (major*) Structural Triple major (TM)
5 Nonstructural Nonstructural Structural (major*) Thoracolumbar/lumbar (TL/L)
6 Nonstructural Structural Structural (major*) Thoracolumbar/lumbar–
main thoracic (TL/L–MT)
*Major=largest Cobb measurement, always structural
airetirC larutcurtS
)sevruc ronim(
Proximal thoracic: Side-bending Cobb t25°
T2-T5 kyphosist+20°
Main thoracic: Side-bending Cobb t25°
T10-L2 kyphosis t+20°
Thoracolumbar/lumbar: Side-bending Cobbt25°
T10-L2 kyphosis t+20°
Modifiers
Minor=all other curves with structural criteria applied
Location of Apex (SRS definition)
Curve Apex Thoracic T2-T11-T12 disk
Thoracolumbar T12-L1 Lumbar T1-2 disk–L4
Lumbar
Spine
Modifier
A
B
C
CSVL to Lumbar Apex
CSVL between pedices
CSVL touches apical body(ies)
CSVL completely medial
Curve type (1-6) + lumbar spine modifier (A, B, or C) + thoracic sagittal modifier (
A B C
Classification (e.g., 1B+): ________________
Thoracic Sagittal Profile T5–T12
(hypo) <10°
N (normal) 10°-40°
+ (hyper) >40°
, N, or+)
FIGURE 22-2  CSVL,  Center sacral  vertical line;  SRS, Scoliosis  Research Society. (From Lenke LG, Betz RR, Harms J, et al. Adolescent idiopathic 
scoliosis: a new classification to determine extent of spinal arthrodesis. J Bone Joint Surg Am 2001;83:1169-81.)
F U S I ON L E V E L PE A R L S
• The upper left thoracic curve should be included if any of the following are present:
• On physical examination
• The left shoulder is higher.
• The left ribs are higher at the base of the neck.
• On a radiograph
• The left clavicle is significantly higher.
• T1 on the left is tilted significantly higher.
• The upper curve does not bend out to less than 25 degrees.
• There is a very large main right thoracic curve, approximately 70 degrees or greater, with substantial correction expected.
• The lower instrumented vertebra on a primary thoracic curve is most often a vertebra touching the center sacral line (Figure 22-3).
T4
T11
CSVL
FIGURE 22-3  CSVL,  Center sacral  vertical line;  LIV, lower instrumented vertebrae; 
UIV, upper instrumented vertebrae.
UIV
LIV
210    Procedure 22| Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis
• The most common lower instrumented vertebra for a selective thoracic fusion with any curve with a Lenke B- or C-type modifier is the vertebra most closely bisected by the center sacral line.
• For curves in which the lumbar apical vertebral body is not completely translated from midline (lumbar modifiers A and B), selective thoracic fusion is generally recommended. For curves where the lumbar apical vertebra is completely translated from the midline (a lumbar C-modifier), in which the center sacral line falls completely medial to the most medial aspect of the lumbar apical vertebrae, properly selected curves may also be treated with selective thoracic fusion. This decision rests on many factors, including the amount of rotation that is present clinically and the relative size and stiffness of the curve on upright and bending films. This is a controversial subject.
• The importance of careful evaluation of the sagittal profile when choosing fusion levels cannot be overstated. From a sagittal perspective, if T2 to T5 is greater than or equal to 20 degrees of kyphosis, or if T10 to L2 is greater than 20 degrees of kyphosis, these should be considered structural curves, and they must be included in the fusion.
A
FIGURE 22-4, A-B

Examination/Imaging

n
Physical examination includes a detailed neurologic examination, evaluation of
B
shoulder and iliac crest height, inspection of sagittal balance and notation of any significant kyphosis or lordosis (Figure 22-4, A), and evaluation of rotational
F U S I ON L E V E L PI T F A L L S
• Not appreciating kyphosis in the sagittal plane and ending instrumentation at the apex of kyphosis is likely to lead to junctional kyphosis and the need for revision surgery.
• Never end the lower instrumented vertebra at the apex of scoliosis. For example, if an apex of the lumbar curve is at L3, the lower instrumented vertebra should never be L3, or there will likely be significant decompensation.
• Discipline yourself to count the vertebrae and ribs for every scoliosis case. An abnormal number of lumbar or thoracic vertebrae could lead to the inadvertent choice of the incorrect fusion levels.
deformity in the Adams Forward Bending Test (Figure 22-4, B). Curves with significant rotation in the Adams Forward Bending Test are more likely to be structural than those curves without significant rotation.
n
Standard imaging includes posteroanterior (PA) (Figure 22-5, A) and lateral
standing (Figure 22-5, B) radiographs and supine bending radiographs to the right and left (Figure 22-5, C and D). In large curves greater than about 90 degrees, supine traction films (Figure 22-6,
C
) are often more beneficial than bending films (Figure 22-6, A and B). The authors routinely measure the Cobb angles on the standing and bending films to aid in determining structural curves and levels of fusion. It is crucial to determine the apex of kyphosis or any abnormal areas of kyphosis to make certain that instrumentation does not end in these areas.
Procedure 22  | Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis    211
A B
C
FIGURE 22-5, A-D 
D
212    Procedure 22| Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis
A B
C
FIGURE 22-6, A-C 
Procedure 22  | Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis    213
Head
Transverse
P O S I TI O N I N G PE A R L S
• If the fusion is to extend to T2 or higher, make certain the patient’s neck is not extended, or the head will be in the way of screw trajectory when performing the instrumentation.
• The motto for preparation is “you can’t get too high”; including the posterior neck in the preparation will ensure adequate access to the upper thoracic spine.
• Early in positioning, place a strap across the patient’s buttocks to prevent caudad migration of the patient, which will move the patient’s head into a bad position and require repositioning before starting (Figure 22-8).
• A Jackson top table easily allows for halo femoral traction. For halo traction, there is a small hole with a pulley directly in line with the head. Traction lines from the legs may be hung over the end of the table (Figure 22-9).
P O S I TI O N I N G PI T FA L L S
• If the shoulders are abducted less than 90 degrees, the arms will be in the way as the surgeon works on the upper thoracic spine.
• If the shoulders or elbows are extended upward toward the ceiling, imaging of the upper thoracic spine will be difficult. Slightly lowering the elbows maximizes fluoroscopic lateral imaging of the upper thoracic spine.

Positioning

n
The patient is positioned prone with the abdomen hanging free to prevent
venous congestion.
n
The patient may be positioned using a variety of methods, such as a Relton-Hall
frame, longitudinal rolls, transverse rolls, or a Jackson top table, which is the authors’ preference. With a Jackson top table, the head is supported in a head­holder, with a mirror underneath so that the anesthesiologist may visualize the eyes and face. There is a transverse chest pad with disposable padding on top of the table, which minimizes shear forces on the nipples. There are variable­sized hip pads on which the anterior/superior iliac spines are centered. This allows the abdomen and midline pelvis to hang free. The legs are placed in a leg sling, often with pillows underneath and between them. The arms are placed on arm boards. Traditionally, the shoulders should be abducted no more than 90 degrees to avoid stretch on the brachial plexus. As long as the arms are being monitored, early notification of any significant neurologic or vascular problems because of positioning should be apparent, and intraoperative adjust­ments can be made if necessary (Figure 22-7).
holder
FIGURE 22-7 
chest pad
Hip pads
Leg sling with pillows
FIGURE 22-8 
214    Procedure 22| Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis
A N E S TH E S I A P EA R L S
• Communication with the anesthesia team is crucial for a safe and efficient operation.
• The authors’ preference is for the mean arterial pressure to be 75 to 80 mm Hg of mercury or higher during the correction maneuver.
• Tranexamic acid is used to help reduce blood loss. At the senior author’s (DLS’s) institution, a 50 mg/kg loading dose is given over 30 minutes (maximum of 5 g) followed by 5 mg/kg/hr maintenance dosing for idiopathic scoliosis patients,
• Intrathecal opioids are drawn up by an attending anesthesiologist and then administered by the surgeon, either before incision or early in the dissection. At the senior author’s institution, sufentanil 0.5 mc/kg (maximum dose 30 mcg) and Duramorph 5 mc/kg (maximum dose 250 mcg) are used.
FIGURE 22-9 
P O RTA L S / E X P O S U R ES
P E A R LS
• Intraoperative imaging to confirm the proximal and distal fusion levels should be done early in the dissection to confirm the correct location.
• Well-placed self-retainers with very significant tension will aid in pulling tissue off the bone. The authors’ preference is generally a cerebellar distractor at the very top and bottom of the wound, with one or two longer straight retractors toward the middle of the wound (Figure 22-10).
• Use of a fibrin sealant sprayed on the soft tissues may aid in minimizing bleeding.
• Bone wax placed directly on any bleeding bony surfaces will help to minimize blood loss.
• Make certain the lateral and inferior aspects of the facet joints are carefully dissected free of soft tissue. If this is done at the time of the initial dissection, it will save time during the facetectomies. Otherwise, during the facetectomies, there will be bleeding from soft tissue attachments.
• The interspinous ligament and facet joint capsules above and below the extent of the intended fusion must be kept intact, or there will be an increased risk of junctional kyphosis.
FIGURE 22-10 
Procedure 22  | Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis    215

Portals/Exposures

n
A slightly curvilinear incision is made so that, when the spine is straightened,
the incision will straighten as well. The curve of the incision should be larger for larger scoliotic curves and thinner children and, conversely, straighter for smaller scoliotic curves and more obese patients.
n
After the initial incision, Bovie cautery is used for dissection. Care should be
taken to dissect exactly in the midline, which is an avascular plane. The spinous processes may be palpated with the fingers or a Cobb elevator. The cartilaginous cap over the spinous process may be split in half. The muscles are removed from the bone with Bovie cautery, while applying tension to the soft tissues with a Cobb elevator. Note that the Cobb elevator does not scrape the muscles from the bone, but rather applies tension, often quite significant tension, to enable this separation from muscle and bone to be done with cautery.
n
Dissection should be done subperiosteally to fully expose the lamina and
the facet joints, and to proceed to the tips of the transverse processes bilaterally.

Procedure

S T E P 1 P EA R L S
• A complete facetectomy, leaving the superior facet joint intact, is crucial in order to visualize the starting point for the pedicle screw, to mobilize the spine, and to maximize fusion (Figures 22-12
and 22-13).
FIGURE 22-11 
Step 1:  Facetectomies
n
Thoracic spine: Using a
osteotome, make a square cut to remove the inferior facet joint. This should expose the superior facet joint in its entirety (Figure 22-11).
n
Lumbar spine: A
remove the inferior facet in the lumbar spine. An alternative method is to remove it with a rongeur.
1
-inch osteotome or a specially designed square-cut
2
1
-inch osteotome, usually with a single blow, is used to
2
FIGURE 22-12 
216    Procedure 22| Posterior Thoracolumbar Fusion Techniques for Adolescent Idiopathic Scoliosis
S T E P 1 P IT FA L L S
• Performing the facetectomy with a power burr may lead to bleeding and disruption of the superior facet cartilage, making visualization more difficult.
• An incomplete facetectomy may lead to a misjudgment of the starting point of the pedicle screw.
S T E P 2 P EA R L S
• Resection of the interspinous ligament and ligamentum flavum is often carried out with a single grasp, with a large rongeur in experienced hands.
• Full removal of all posterior soft tissue structures, including the joint capsule, interspinous ligament, and ligamentum flavum is essential to produce physiologic thoracic kyphosis if the spine is hypokyphotic preoperatively.
• It is not necessary to remove the ligamentum flavum near the proximal or distal end vertebra if significant correction is not expected from these levels.
Step 2:  Release of the Spine
n
The authors typically release the inferior half of the spinous process, the inter-
spinous ligament, and the ligamentum flavum. This may be done with a spinous process cutter, a rongeur for the interspinous ligament, and a Kerrison rongeur or punch for the ligamentum flavum.
Step 3:  Pedicle Screw Placement
n
The starting point for the thoracic pedicle screw from a mediolateral direction
FIGURE 22-13 
is just lateral to the midpoint of the superior facet. In a cephalad-caudad posi-
S T E P 2 P IT FA L L S
• All members of the surgical team must take note that, from this point forward in the procedure, the spinal canal is open, and care must be taken to avoid inadvertent entrance into the canal, especially by less-experienced surgical assistants.
tion at T1, T2, and T12 (upper and lower thoracic spine), the starting point is the midline of the transverse process. Where these two lines intersect is the starting point for the pedicle screw. At T7, T8, and T9 (mid-thoracic spine), the very cephalad edge of the transverse process provides the cephalad-to-caudad starting point. The saying “7, 8, 9 sure is fine” may help one remember this.
n
The starting point in the lumbar spine is the intersection of the pars interarticu-
laris and the midpoint of the transverse process.
n
There are many different methods of starting pedicle screws, including use of a
pedicle probe, a curette, or the authors’ preference of power assistance with a drill. (The authors routinely have three drills on a scrub table.)
n
S T E P 3 B PE A R L S
• To differentiate between cortical bone and the soft cancellous channel, a slow-moving drill bit provides more tactile feedback than does a stiff pedicle probe.
Pedicle screws can be placed under fluoroscopic/image guidance or using a
freehand technique.
Step 3A:
A Midas Rex M8 burr (Medtronic, Minneapolis, Minn.) or equivalent is used to make a very small decortication at the pedicle screw starting point, just deep enough to go to the cortex. Often, the cancellous bone of the pedicle can be visualized at this point.