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S T E P 1 P EA R L S
• Plan the 3-mm paramedian skin incision more lateral than initially estimated. It is easier to angle the tools from lateral to medial to achieve the correct trajectory than to force the tools laterally against the paraspinal muscles and fascia to correct the trajectory.
• Use frequent biplanar fluoroscopy to make sure that you stay within the confines of the pedicle.
• When the Jamshidi needle is in the middle of the pedicle on the AP view, it should be at the junction of the pedicle and the vertebral body on the lateral view, and when the needle reaches the posterior vertebral body on the lateral view, it should not breach the medial wall of the pedicle on the AP view (Figure 36-6, A: correct). If the trajectory is too medial, the needle will reach or breach the medial wall in AP while still in the middle of the pedicle on lateral plane (Figure 36-6, B: too medial). The opposite occurs when the trajectory is too lateral (Figure 36-6, C: too lateral).
• The direction of the guidewire should be toward the inferior end plate on the lateral view and should be at the midline on the AP view if a transpedicular approach is used. It should cross the midline if an extrapedicular unilateral approach is used.
• When using a transpedicular approach, one should aim for the midline using an AP view and aim to be 80% across the length of the vertebral body using a lateral view.
• The radiologic entry point for extrapedicular placement at the base of the pedicle is just lateral to the image of the pedicle as seen on the AP view.
• The entry point for an extrapedicular approach is at the tip of the transverse process. The Jamshidi needle penetrates the transverse process, goes through the rib between the costotransverse and the costovertebral articulation, and reenters the vertebral body lateral to the base of the pedicle.
• If there is difficulty advancing the guidewire, use either a twisting motion or a tapping mallet. A hand drill bit can also be used to cut a path into the vertebral body.
Procedure 36  | Kyphoplasty    339
FIGURE 36-5 
A
FIGURE 36-6, A-C 
Continued
340    Procedure 36| Kyphoplasty
B
C
FIGURE 36-6, cont'd
Procedure 36  | Kyphoplasty    341
S T E P 2 P EA R L S
• Care is taken not to pierce the anterior cortex.
• During balloon inflation, care must be taken not to pierce the lateral cortex of the vertebral body.
• During balloon inflation, rigorously monitor the inflation pressure. Do not inflate above 300 psi.
• If the balloon is not inflated enough and high inflation pressures have been reached, the balloon could be removed and a curette that can be angled inside the vertebral body can be used to create a partial cavity for the balloon (Figure 36-9, A).
• If a biopsy is needed, a forceps can be used through the working cannula before the balloon tamps (Figure
36-9, B).
Step 2
n
The deflated balloon tamp is passed down the working cannula under fluoro-
scopic control.
n
The radiographic markers within the balloon tamp are used for proper
positioning.
n
Once the balloon is properly positioned (Figure 36-7), start gradually inflating
it with frequent AP and lateral imaging.
n
The balloon is inflated with sterile saline and radiocontrast dye to monitor the
position of the balloon. The liquid is delivered through a flexible cannula con­nected to a twist syringe with a pressure transducer to monitor the volume and inflation pressure.
n
A reduction of the fracture after inflating the balloon is a satisfactory result
(Figure 36-8).
n
The procedure is repeated on the contralateral side.
FIGURE 36-7 
A
FIGURE 36-9, A-B 
FIGURE 36-8 
B
342    Procedure 36| Kyphoplasty
S T E P 2
I N S T RU M E N T A T I O N /
I M P L AN TAT IO N
• Balloon tamps
• Curette
• Biopsy forceps
S T E P 3 P EA R L S
• The cement should be of adequate consistency before it is deposited into the vertebral body to minimize the risk of leak through the fissures or leak into the venous sinuses.
• Fill under real time fluoroscopy to visualize the path of cement flow in both the AP and lateral images.
• If cement nears or breaches any cortex, allow the cement in the vertebral body to cure; then layer in additional cement.
• Deposit cement to attain end-plate to end-plate fill.
S T E P 3 P IT FA L L S
• Injection of bone cement that is still soft
• Inadequate volume of cement
• Leakage of cement through the end plates or the anterior or posterior cortex of the vertebral body
• Early withdrawal of the cement applicator
Step 3
n
After inflating the balloon tamps bilaterally and obtaining a satisfactory reduc-
tion of the fracture, the balloons are deflated and removed (Figure 36-10). A void is left inside the vertebral bodies.
n
The PMMA bone cement is mixed and the cement applicators are filled. Before
the cement hardens, it is extruded from the cement applicators through the working cannula into the defect in the vertebral body.
n
Bone cement is slowly deposited under low pressure, filling the deepest area
first and then withdrawing the needle slightly to fill upper areas (Figure 36-11). The pressure and amount of cement extruded are closely monitored to avoid unwanted leakage into nearby areas, such as through the upper or lower end plates or the posterior and anterior cortices.
n
The volume of cement that can safely be deposited is typically just slightly more
than the volume of the balloon inflation to facilitate interdigitation of the cement block into the interstices of the vertebral body.
n
Cement injection is stopped when it approaches the end plates or lateral wall
or the posterior cortex, or if leakage is seen.
n
The cement applicator is left in place until the cement fully cures to prevent
cement from expanding up the working cannula.
n
The procedure is repeated in the contralateral side.
S T E P 3
I N S T RU M E N T A T I O N /
I M P L AN TAT IO N
• PMMA
• Cement applicator
FIGURE 36-10 
FIGURE 36-11 
FIGURE 36-12 
Procedure 36  | Kyphoplasty    343
FIGURE 36-13 
n
The working cannula is removed (Figure 36-12), and the skin incision is closed
with a resorbable suture.
n
Postoperative image shows reduction of vertebral height with interdigitation of
the cement in the vertebral body (Figure 36-13).

Postoperative Care and Expected Outcomes

n
No bracing is required.
n
Most patients can be released home the same day if a neurologic examination
is normal.
n
Pain is managed for a limited period with narcotic medication.
n
Potential complications include cement leakage, adjacent vertebral compression
fracture, and epidural hematoma.
344    Procedure 36| Kyphoplasty

Evidence

Cohen D. Balloon kyphoplasty  was  effective and safe  for vertebral compression 
fractures compared with nonsurgical  care.  J  Bone Joint Surg Am 2009;91:2747.
Kyphoplasty led to greater improvement in mean SF-36 physical component summary scores than did nonsurgical care. This difference remained at 3 and 6 months. The frequency of adverse events did not differ between groups. The kyphoplasty group had two serious adverse events (hematoma and urinary tract infection).
Garfin SR, Reilley MA.  Minimally  invasive  treatment of osteoporotic vertebral 
body compression fractures. Spine  J  2002;2:76-80.
In this prospective multicenter series, there were six major complications among 600 cases, with 0.75% neurologic complications.
Khanna AJ, Neubauer P, Togawa D, Reinhardt MK, Lieberman IH. Kyphoplasty  
and vertebroplasty for the  treatment  of  spinal metastases. Support Cancer Ther  2005;3:21-5.
Vertebroplasty and kyphoplasty are minimally invasive vertebral augmentation techniques used to treat pain in the appropriate patients while maintaining a positive safety profile. Vertebroplasty and kyphoplasty are tools in a spectrum of treatments for vertebral compression fractures secondary to osteoporosis and metastatic disease and are not mutually exclusive. Additional research in this area in large cohorts of patients is needed to establish these techniques as safe and clinically cost-effective methods of treating patients with vertebral compression fractures secondary to spinal metastases.
Khanna AJ, Reinhardt MK,  Togawa D, Lieberman IH. Functional  outcomes  
of kyphoplasty for the  treatment  of  osteoporotic and osteolytic vertebral  compression fractures. Osteoporos Int  2006;17:817-26.
This study presents 314 consecutive patients with progressive and painful compression fractures, resulting from osteoporosis or multiple myeloma— fractures that were refractory to nonoperative modalities. The average Oswestry Disability Index score decreased by 12.6 points (P <.001) in the overall group, by 11.8 points (P <.001) at short-term follow-up, and by 8.6 points (P <.001) at long-term follow-up. All SF-36 subscores, except for general health and role-emotional, showed statistically significant improvement from baseline values at the same time points. There was no statistically significant difference regarding functional outcome in the osteoporosis and multiple myeloma subgroups. Kyphoplasty provided a safe and effective treatment for pain and disability in patients with vertebral compression fractures secondary to osteoporosis and multiple myeloma. In addition, we found no statistically significant difference regarding functional outcome between patients with osteoporosis and multiple myeloma.
Ledlie JT, Renfro M.  Balloon kyphoplasty: one-year outcomes in vertebral body 
height restoration, chronic pain,  and  activity  levels. J Neurosurg 2003;98(Suppl 
1):36-42.
Ninety percent of patients were ambulating without assistance postkyphoplasty. No device- or procedure-related complications were noted; 9% had asymptomatic cement leaks.
Lieberman IH, Dudeney S,  Reinhardt  MK,  Bell G. Initial outcome and  efficacy of 
“kyphoplasty” in the treatment  of  painful  osteoporotic vertebral compression  fractures. Spine 2001;26:1631-8.
Seventy percent of the vertebral bodies achieved height restoration.
Lieberman IH, Reinhardt MK.  Vertebroplasty and kyphoplasty for osteolytic 
collapse. Clin Orthop Relat  Res  2003  Oct;(415 Suppl):S176-86.
Preliminary data indicate that kyphoplasty is a safe procedure associated with a lower risk of cement leak, restoration of vertebral body height, and sagittal spinal alignment. In patients with osteolytic fractures secondary to multiple myeloma, kyphoplasty yields quick pain relief, and is associated with a statistically significant improvement in generic health outcome measures.
Majd ME, Farley S,  Holt  RT. Preliminary outcomes and efficacy of the first  360 
consecutive kyphoplasties for the  treatment  of  painful osteoporotic vertebral  compression fractures. Spine J  2005;5:244-55.
Immediate pain relief was achieved in 89% of patients. More than 20% had restoration of height loss in 69% of the fractures. Cement leaks occurred in 10% of patients, and 12% had adjacent-level or remote fractures.
Procedure 36  | Kyphoplasty    345
McGirt MJ, Parker SL,  Wolinsky JP, et al. Vertebroplasty and kyphoplasty  for  the 
treatment of vertebral compression  fractures:  an  evidenced-based review of the  literature. Spine J 2009;9:501-8.
Seventy-four articles were reviewed. Although evidence suggests that physical disability, general health, and pain relief are better with vertebroplasty (VP) and kyphoplasty (KP) than those with medical management within the first 3 months after intervention. High-quality randomized trials with 2-year follow-up are needed to confirm this. Furthermore, the reported incidence of symptomatic procedure-related morbidity for both VP and KP is very low.
Phillips FM, Ho E,  Campbell-Hupp  M,  et al. Early radiographic and  clinical results 
of balloon kyphoplasty for  the  treatment  of osteoporotic vertebral compression  fractures. Spine 2003;28:2260-5; discussion  2265-7.
Mean correction of kyphosis was 14.2 degrees. No device- or procedure-related complications were noted; 9.8% of patients had asymptomatic cement leaks, and 9% had remote or adjacent-level fractures.
Wardlaw D, Cummings SR, Van Meirhaeghe J,  et al. Efficacy and safety of balloon 
kyphoplasty compared with non-surgical  care  for  vertebral compression fracture  (FREE): a randomised controlled  trial.  Lancet  2009;373:1016-24.
This study presents 300 patients who each had 1 to 3 vertebral compression fractures (VCFs), and they were randomized to kyphoplasty. Outcomes were measured using SF-36 Health Survey, Visual Analogue Scale, and Quality of Life scores; narcotic use; and adverse events. The authors demonstrated that kyphoplasty is more effective than nonsurgical care in acute VCFs, and there was no difference in frequency of adverse events.
P R O C ED U R E 3 7
Minimally Invasive
Exposure Techniques of
the Lumbar Spine
D. Greg Anderson and Christopher K. Kepler
I N D I CAT I O NS P I T F A L L S
• Any diagnosis making adequate fluoroscopic imaging of bony elements difficult or impossible, such as:
• Severe osteopenia
• Intraabdominal contrast
• Severe obesity, wherein a tubular
retractor system is unable to reach bony anatomy

I N D I CAT I O NS

C O N T RO V E R S IE S
• The relative benefits of MIS compared with traditional open approaches continue to be debated.
• Revision surgery, severe deformity, and severe obesity are conditions that make minimally invasive spinal surgery (MISS) more challenging.
T R E A T M E N T OP T I O N S
• The alternative to any MIS procedure for the lumbar spine is traditional open surgery.
• With experience, MIS can be applied to essentially all degenerative conditions; however, because certain clinical
completion of the surgery with a minimally invasive approach, the surgeon should always be prepared to extend the incision if required to adequately address the spinal pathology.
Indications
n
Conditions requiring decompression of the lumbar spine, wherein a minimally
invasive surgery (MIS) technique is desired
n
MIS techniques covered include:
• Lumbar diskectomy/decompression
• Posterior lumbar fusion (PLF)
Posterolateral (onlay)
Posterior lumbar interbody fusion (PLIF)
Transforaminal lumbar interbody fusion (TLIF)
• Anterior lumbar interbody fusion (ALIF)

Examination/Imaging

n
Although it is difficult to define the exact boundaries of a percutaneous, mini-
open, or traditional “open” surgery, the application of less invasive spinal surgery principles is much more important than the length of the skin incision (Jaikumar et al, 2002; Lehman et al, 2005).
n
The most important aspect to the success of spinal surgery is proper patient
selection.
n
Before surgery, the surgeon should carefully study the imaging studies (plain
radiographs, magnetic resonance imaging [MRI] and/or computed tomography [CT]) and develop a surgical plan, including an optimal workflow for the procedure.
n
Evaluation of imaging is critical, because all relevant pathologic features must
be visualized and addressed to achieve results comparable or superior to an open operation.
n
Patients with severe osteopenia, obesity, or intraabdominal contrast may be
impossible to adequately image with the C-arm. If adequate fluoroscopic images cannot be obtained, an alternative surgical strategy should be employed.
n
When setting up for percutaneous pedicle instrumentation, the vertebrae should
be aligned so that, on an anteroposterior (AP) image, the spinous process is centered between the pedicles, and the superior end plate is parallel to the fluo­roscopy beam (the true AP view) (Figure 37-1).
n
On the fluoroscopic lateral image, the pedicles should be superimposed, and
only a single posterior cortex of the vertebral body should be seen (Figure 37-2,
arrow
). The edges of the superior end plate should be superimposed, forming
a single radiopaque line.
Procedure 37  | Minimally Invasive Exposure Techniques of the Lumbar Spine    347
FIGURE 37-1 

S U R G IC A L A N AT O M Y

P E A R LS
• Careful fluoroscopic localization of the surgical incision is mandatory before making the incision.
• A spinal needle inserted along the proposed trajectory of the surgical incision can be used to check the location of the incision using fluoroscopy.
• Careful palpation of surgical planes is useful before using a Kerrison instrument to remove bone from the region of the spinal canal.
S U R G IC A L A N AT O M Y
P I T F A L L S
• Avoid “getting lost” by use of both direct anatomic visualization and fluoroscopic confirmation of the position of instruments as needed during surgery. With experience, less fluoroscopic confirmation will be required.
P O S I TI O N I N G PE A R L S
• Failure to adequately position the patient may result in problems with direct or fluoroscopic access to a critical region of the spinal anatomy and may compromise the results of surgery.
FIGURE 37-2 
Surgical Anatomy
n
The radiographic position of all relevant anatomy should be undertaken before
making the initial incision.
n
The incision should be positioned to allow optimal access to the surgical
pathology.
n
The skin and fascia should be sharply divided.
n
The muscle tissue should be gently traversed, working between the muscle
planes or between muscle fascicles.
n
The tubular retractor should be docked to the spine to minimize the need to
resect muscle tissues to visualize the bony anatomy.
n
The bony landmarks should be identified before the resection of any bone.
n
Care should be taken to preserve an adequate amount of the pars interarticularis
and inferior articular process if a fusion of the operative level is not planned.
n
When working in the spinal canal, the epidural fat is a useful clue to localize
the plane beneath the ligamentum flavum, adjacent to the dura.
n
The pedicle is a key landmark to assist the surgeon in localizing the position
within the spinal canal. By palpating the pedicle, the surgeon can gauge the amount of bony resection and can also localize migrated disk fragments.
n
The exiting and traversing nerve root should be decompressed as needed,
depending on the nature of the patient symptoms and pathology.

Positioning

n
For posterior procedures (microdiskectomy, lumbar decompression, PLF, PLIF, TLIF
etc.), the patient should be positioned prone on a radiolucent spinal table or frame.
n
The abdomen should be free of compression (Lehman et al, 2005; Seldomridge
and Phillips, 2005).
n
Careful padding of all vital and bony regions should be confirmed.
n
Access for fluoroscopy should be confirmed in the operative position.
n
Access for the operative microscope should be confirmed.
n
For anterior procedures, the abdomen should be widely draped with access from
the xiphoid to the pubis.
n
For lateral interbody fusion procedures (XLIF, DLIF) the patient should be secured
in a “true” lateral position with a slight lateral bend to the lumbar region (away from the operative incision) to improve access to the lateral aspect of the ver­tebral body.
348    Procedure 37| Minimally Invasive Exposure Techniques of the Lumbar Spine

General Aspects to Posterior Tubular Retractor Surgery

n
The learning curve for MIS techniques must be acknowledged and planned for.
n
Reconstructive procedures (Figure 37-3) are more difficult compared with
decompressive procedures and should be approached farther along the learning curve of the individual surgeon. Additional time should be allotted for surgical cases in the early portion of the surgeon’s learning curve.
n
The first surgical step is to localize the precise site for all skin incisions using
fluoroscopy (Seldomridge and Phillips, 2005).
• After the skin and fascial incisions are made, serial dilation allows parting of the paraspinal muscle fascicles, to minimize tissue damage. This allows place­ment of the tubular retractor against the bony anatomy (Figure 37-4, A). Fluoroscopic confirmation of tubular retractor position should be performed (Figure 37-4, B).
• To create a working space, a Cobb retractor is placed through the skin incision to achieve subperiosteal elevation of the musculoligamentous envelope.
• Use of an operative microscope provides the best visualization, especially when a decompressive procedure is performed.
FIGURE 37-3 
A
B
FIGURE 37-4, A-B