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16 Medical Strengthening Therapy forTreatment ofBack Pain
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Fig. 16.2 Lumbar extension machine with restraint system
Kräftigungstherapie”, GMKT) into their guidelines for med­ical strengthening therapy.
16.2.1.2 Adjustments tothePatient’s Anthropometric Properties
To start the medical strengthening therapy, the patient’s anthropometric properties need to be adjusted to the lumbar extension machine. At rst, the patient is seated, and the knees are positioned in a way to align the thighs parallel with the seat (Fig.16.2). A lap belt is placed over the top of the thighs, just below the waist (thigh restraint), and tightened. Furthermore, a knee/femur restraint is applied. This arrange­ment provides for the stabilization of the pelvis during the training by pushing the femurs down- and backward, xing the pelvis in place against the restraint pad [47]. With the support of a foot board, pressure is applied to the bottom of the feet with the legs positioned at 60° of knee exion (Fig. 16.2). With these systems, any vertical movement of the thighs or pelvis is restricted [47]. After the position is standardized and the pelvic restraints tightened to stabilize the pelvis, the patient is moved to a neutral, upright position to determine the center line of the torso mass. This position is inuenced mainly by the current shape of the spine and the spine disorder the patient is specically suffering from. At this point, a counterweight is locked into place to neutralize
the gravitational forces of the head, torso and upper extremi­ties. For this purpose, the subject needs to rest at the back pad at 0° of exion if the condition allows [45]. Furthermore, subjects are also tested for any limitations in range of lumbar motion between 0° and 72° to enable the maximum safety during the exercise. Since many acute patients report pain or discomfort in maximal exion and extension, the range of motion needs to be adjusted based on the individual’s reported pain and pathology. Interestingly, exercising in a limited range of motion has been found to be sufcient to increase lumbar extension torque in full range of motion [48,
49]. With this in mind, exercise protocols can be customized
for different spinal disorders by limiting the ROM without subverting efciency. Patients with disc herniations mainly benet from a restriction in exion, whereas stenosis patients and those with spondylolisthesis should have a more com­prehensive limitation in extension. Our clinical experience has shown that choosing optimal, pathology-specic ROM is essential for the clinical outcome. For most patients, smaller ROM should be sufcient at the beginning and can then be increased progressively during the therapy, preferably within the rst 12 sessions (usually around 6weeks after session 1). Advanced devices (e.g., using Alexus Software) may sup­port the therapist in decision-making by providing ROM rec­ommendations based on the patient’s pathology.
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16.2.1.3 Test Procedure forIsometric Strength Assessment
After the apparatus has been adjusted to the patient’s anthro­pometric properties, an isometric extension strength test is commonly performed. Exceptions apply for patients suffer­ing from one of the following contraindications: acute disc herniation, severe pain, osteoporosis, tumors,heart issues, and problems with eye pressure. For determining the isomet­ric extension strength, at least four positions within the cho­sen ROM should be tested. The movement arm of the machine is locked into the respective position before sub­jects are instructed to extend their back against the upper back pad by gradually building tension over a 2–3s period [47]. The generated isomeric torque is then displayed on the screen. Once maximal tension is reached, the patient is instructed to maintain the contraction for 1s before relaxing. Between each isometric contraction, a rest period of about 10s is provided while the patient is moved softly between exion and extension several times. The isometric torque values generated during this procedure can then be compared to normative data from healthy individuals. Thus, muscle atrophies and imbalances can be detected and interpreted. For purposes of formative and summative evaluation, the iso­metric strength test should be repeated at least once during the rehabilitation program as well as at the end.
16.2.1.4 Exercise Protocol: Training Characteristics andOptimal Adjustment During theTherapy
The actual training consists of a dynamic lumbar extension resistance exercise. To this date, there have been different opinions about optimal load intensity and repetitions. The following descriptions are primarily based on a protocol evolved from the experience in our spine center and based on recent research data (see below). In general, studies on the efciency have mostly revealed that 1–2 exercise sessions per week with high intensities targeting momentary muscu­lar failure provide sufcient training stimulus for the devel­opment of lumbar extension strength [2, 6, 44, 50]. Interestingly, the outcome was found to be unaffected by the set volume [51]. Thus, one set leading to momentary muscle failure is sufcient. For optimal results, we recommend 18–25 exercise sessions (1–2 times per week). As described above, the ROM should be adjusted to the patient’s pathol­ogy. We claim that this differentiation is crucial for success­ful rehabilitation, particularly in severe cases. Each exion-extension cycle should last for around 10s (4s exten­sion, 2s holding in maximal extension, 4s exion) providing for a sustained time under tension of the muscles aimed to fatigue with this exercise. Apparently, most patients must not train to muscular exhaustion during the rst six training ses-
sions. The rst training sessions are characterized by a grad­ual adaption of the spine to higher loads. This approach has proven to be a particularly safe and therefore benecial strat­egy for acute patients. It is not until after 8–12 sessions when patients should aim for total muscle fatigue after 12–15 rep­etitions. In order to avoid fast and swinging movements, the speed of each exion-extension cycle is guided by a bench­mark on the screen. The increase of training weights and the modications of the ROM are based in accordance with the patient’s current pain status and well-being.
Furthermore, it is important that the process is monitored by regular clinical examinations of a medical doctor. We rec­ommend having these appointments after sessions 6, 12, and
18. In severe cases, a higher frequency may be favorable. Before the rst and after the last training session, pain scores (e.g., VAS, Oswestry Disability Index) should be taken. If a patient after 18 sessions(twice per week) has not achieved the desired outcome, 7 extra sessions with longer recovery periods in between (usually one session per week) have proven to be benecial in many instances. Besides, in order to sustain the intervention outcome in the long term, one exercise session every 2–4weeks is recommended. According to our experience, this low-frequent stimulus is sufcient for maintaining restored functionality of the lumbar paraspinal extensor muscles in the vast majority of patients. Despite the high number of successful therapy responders, there is a con­siderable variance depending on the severity of the disorder and factors such as the patient’s lifestyle. If pain/condition improvement was inadequateafter 25 sessions, other treat­ment options (e.g., surgery) have to be discussed (see below).
16.2.1.5 Clinical Outcome
Recent studies on the clinical value have shown that isolated extension resistance training provides very good results for rehabilitating patients with different kinds of back pain con­ditions [2], thus representing a highly promising treatment option. It appears to be sufcient and effective for signi­cant and meaningful improvements in perceived pain and disability [2, 52, 53], a clinical outcome that is associated with increased isometric lumbar extension strength during therapy [53]. Further ndings from Steele etal. describe that intervertebral discs can potentially heal and regenerate when applied to appropriate loading but also degenerate after chronic overload [52]. This highlights the importance of standardized protocols and highly educated therapists, especially for the treatment of patients with advanced stages of spine degeneration. Despite convincing clinical results, the effect on muscle and spine structure as well as the under­lying mechanisms responsible for these results has yet to be investigated in more depth [1, 6]. Considering the biopsy­chosocial nature of back pain,deconditioning of the multi-
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dus and the lumbar extensor muscles must not betreated as the only relevantfactor. Steele etal. have shown that there is a degree of variability in response to exercise between differ­ent patients [40]. According to this research, psychosocial aspects are associated with high-intensity low back pain [54]. To deal with this circumstance, the relationship between the patient and the therapist should be highlighted, focusing on building a trustful and optimistic attitude towards the intervention. Furthermore, in several cases (particularly in the acute phase), it might also be helpful to include manual therapy or osteopathic treatment to resolve functional imbal­ances and relax potential muscle hardening [55].
16.2.2 ICEX: Isolated Cervical Extension Resistance Exercise
For the conditioning of the paraspinal neck muscles, the same principles as for the lumbar spine should be applied. Through the application of several restraint systems, neck extensor muscle activity is increased. The patient is restrained
via seat belt, shoulder harness, and torso restraint to inhibit any additive strength effect from trunk musculature during the testing and training procedure [5658] (Fig.16.3). Most importantly, the resistance head pad needs to be adjusted by the therapist with caution at the appropriate segmental level of the cervical spine(C7 processus spinosus). The procedure for determining range of motion (0°–126°) and adjusting the counterweight is similar to ILEX.However, it is generally recommended that the intensity of exercise should be lower than for patients with low back pain. Especially patients suf­fering from headache and high muscle tension may not toler­ate high intensities. Studies have shown that cervical extension training enhances isometric strength and that repeated measures can be used for quantication [57]. As described above, the association between deconditioning and structural changes in the deep cervical extensor with neck pain and related disorders is well known [56]. Specic iso­lated cervical extension exercise has shown the potential to increase isometric neck strength [58, 59] decreasing neck pain symptoms [60]. Even patients with migraine and head­ache may respond positively to this treatment option.
Fig. 16.3 Cervical extension machine with restraint system
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16.3 Outlook
It can be summarized that medical strengthening therapy using the described machines (e.g. Powerspine Back/Neck, MedX LE/CE)including restraint systems is a very useful method for the preventionand rehabilitation of chronic back pain. However, despite positive clinical outcome, surgery may be the only effective option remaining in some patients, especially for those exhibiting advanced forms of structural changes and spine degeneration. In fact, for patients suffer­ing from neurological decits, persisting high pain and blad­der dysfunction, surgery is still considered to be the rst option. Nonetheless, if surgery was applied, medical strengthening therapy can be considered as part of the post­operative rehabilitation program in order to maintain surgi­cal outcome and restore muscular function quickly. For optimal spine health, it is essential to condition the paraspi­nal muscles in order to prevent spine diseases and chronic pain.
Acknowledgment The authors would like to thank radiologist Dr. Heiko Braun for providing MRI images.
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19. Masse-Alarie H, Beaulieu LD, Preuss R, Schneider C.Corticomotor control of lumbar multidus muscles is impaired in chronic low back pain: concurrent evidence from ultrasound imaging and double-pulse transcranial magnetic stimulation. Exp Brain Res. 2016;234(4):1033–45.
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22. Sun D, Liu P, Cheng J, et al. Correlation between intervertebral disc degeneration, paraspinal muscle atrophy, and lumbar facet joints degeneration in patients with lumbar disc herniation. BMC Musculoskelet Disord. 2017;18(1):167.
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24. Kang CH, Shin MJ, Kim SM, et al. MRI of paraspinal muscles in lumbar degenerative kyphosis patients and control patients with chronic low back pain. Clin Radiol. 2007;62(5):479–86.
25. Nava-Bringas TI, Ramirez-Mora I, Coronado-Zarco R, et al. Association of strength, muscle balance, and atrophy with pain and function in patients with degenerative spondylolisthesis. J Back Musculoskelet Rehabil. 2014;27(3):371–6.
26. Fernandez-de-las-Penas C, Albert-Sanchis JC, Buil M, etal. Cross­sectional area of cervical multidus muscle in females with chronic bilateral neck pain compared to controls. J Orthop Sports Phys Ther. 2008;38(4):175–80.
27. Rezasoltani A, Ahmadipoor A, Khademi-Kalantari K, Javanshir K.The sign of unilateral neck semispinalis capitis muscle atrophy in patients with chronic non-specic neck pain. J Back Musculoskelet Rehabil. 2012;25(1):67–72.
28. Rezasoltani A, Ali-Reza A, Khosro KK, Abbass R. Preliminary study of neck muscle size and strength measurements in females with chronic non-specic neck pain and healthy control subjects. Man Ther. 2010;15(4):400–3.
29. Fortin M, Dobrescu O, Courtemanche M, etal. Association between paraspinal muscle morphology, clinical symptoms, and functional
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30. Elliott JM, Pedler AR, Jull GA, etal. Differential changes in muscle composition exist in traumatic and nontraumatic neck pain. Spine. 2014;39(1):39–47.
31. Noormohammadpour P, Dehghani-Firouzabadi A, Mansournia MA, etal. Comparison of the cross-sectional area of longus colli muscle between patients with cervical radicular pain and healthy controls. PM R. 2017;9(2):120–6.
32. Uthaikhup S, Assapun J, Kothan S, etal. Structural changes of the cervical muscles in elder women with cervicogenic headache. Musculoskelet Sci Pract. 2017;29:1–6.
33. Teichtahl AJ, Urquhart DM, Wang Y, et al. Physical inactivity is associated with narrower lumbar intervertebral discs, high fat content of paraspinal muscles and low back pain and disability. Arthritis Res Ther. 2015;17:114.
34. Bailey JF, Miller SL, Khieu K, etal. From the international space station to the clinic: how prolonged unloading may disrupt lumbar spine stability. Spine J. 2018;18(1):7–14.
35. Hicks GE, Morone N, Weiner DK.Degenerative lumbar disc and facet disease in older adults: prevalence and clinical correlates. Spine. 2009;34(12):1301–6.
36. Urquhart DM, Kurniadi I, Triangto K, etal. Obesity is associated with reduced disc height in the lumbar spine but not at the lumbo­sacral junction. Spine. 2014;39(16):E962–6.
37. Dahlqvist JR, Vissing CR, Hedermann G, et al. Replacement of paraspinal muscles with aging in healthy adults. Med Sci Sports Exerc. 2017;49(3):595–601.
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39. Hides JA, Stanton WR, McMahon S, etal. Effect of stabilization training on multidus muscle cross-sectional area among young elite cricketers with low back pain. J Orthop Sports Phys Ther. 2008;38(3):101–8.
40. Steele J, Fisher J, Bruce-Low S, Smith D, Osborne N, Newell D.Variability in strength, pain, and disability changes in response to an isolated lumbar extension resistance training intervention in participants with chronic low back pain. Healthcare. 2017; 5(4):75.
41. da Silva RA, Larivière C, Arsenault AB, etal. Pelvic stabilization and semisitting position increase the specicity of back exercises. Med Sci Sports Exerc. 2009;41(2):435–43.
42. Larivière C, da Silva RA, Arsenault AB, etal. Specicity of a back muscle exercise machine in healthy and low back pain subjects. Med Sci Sports Exerc. 2010;42(3):592–9.
43. San Juan JG, Yaggie JA, Levy SS, etal. Effects of pelvic stabiliza­tion on lumbar muscle activity during dynamic exercise. J Strength Cond Res. 2005;19(4):903–7.
44. Graves JE, Pollock ML, Foster D, etal. Effect of training frequency and specicity on isometric lumbar extension strength. Spine. 1990;15(6):504–9.
45. Robinson ME, Greene AF, O'Connor P, etal. Reliability of lumbar isometric torque in patients with chronic low back pain. Phys Ther. 1992;72(3):186–90.
46. Graves JE, Pollock ML, Carpenter DM, etal. Quantitative assess­ment of full range-of-motion isometric lumbar extension strength. Spine. 1990;15(4):289–94.
47. Graves JE, Fix CK, Pollock ML, etal. Comparison of two restraint systems for pelvic stabilization during isometric lumbar extension strength testing. J Orthop Sports Phys Ther. 1992;15(1):37–42.
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50. Pollock ML, Leggett SH, Graves JE, et al. Effect of resis­tance training on lumbar extension strength. Am J Sports Med. 1989;17(5):624–9.
51. Steele J, Fitzpatrick A, Bruce-Low S, Fisher J.The effects of set volume during isolated lumbar extension resistance training in rec­reationally trained males. PeerJ. 2015;3:e878.
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Haemostasis inSpinal Surgery:
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AnOverview
FabioDos Santos
17.1 Introduction and Core Messages
Management of haemostasis during surgery has many components that start with good surgical technique, good preoperative planning and anaesthetic support [1]. Spine surgery implies in some specic aspects: bone surface exposure can be a very signicant source of bleeding [2]; some spine tumours (e.g. renal cancer metastasis) are well known from its potential bleeding. Revision surgical cases, platelet dysfunction and coag­ulopathies are also factors that have been considered. Retroperitoneal spine surgery can create signicant source of bleeding during exposure or accidental vas­cular lesion of tumour, deformity and degenerative and trauma causes. The choice and the proper positioning of the patient in the surgical table will also prevent additional risk of bleeding. In posterior spinal surgery, there are two specic requirements: adequate position of the spine and an unrestricted abdomen with reduc­tion of bleeding from epidural venous system.
17.2 Denition andPathophysiology
Several factors can contribute to the occurrence of intraop­erative bleeding related to the surgical procedure itself (Table17.1). Spine surgery implies in some specic aspects: bone surface exposure can be a very signicant source of bleeding [2]; some spine tumours (e.g. renal cancer metasta­sis) are well known from its potential bleeding. Revision sur­gical cases, platelet dysfunction and coagulopathies are also factors that have been considered. Retroperitoneal spine sur­gery can create signicant source of bleeding during expo­sure or accidental vascular lesion of tumour, deformity and
F. Dos Santos (*) Neurosurgery, ColunaRS—Clínica de Cirurgia da Coluna Vertebral, Porto Alegre RS, Brazil e-mail: fstneuro@gmail.com
17
Table 17.1 Factors contributing to intraoperative bleeding [3]
• Exposed bone (spine osteotomy, osteoporotic fracture, tumour, etc.).
• Diffused capillaries (e.g. large surfaces).
• Unseen sources of bleeding (e.g. retroperitoneal spaces).
• Surgical incisions.
• Tissues not amenable to suturing.
• Low-pressure suture lines.
• Stripped adhesions.
• Positioning on surgical table.
• Coagulopathies and platelet dysfunction.
degenerative and trauma causes. The choice and the proper positioning of the patient in the surgical table will also pre­vent additional risk of bleeding. In posterior spinal surgery, there are two specic requirements: adequate position of the spine and an unrestricted abdomen with reduction of bleed­ing from epidural venous system. Intraoperative blood loss is a common problem that can be encountered especially in multilevel spine fusion procedures. Currently, in the litera­ture, there is no clear denition for signicant haemorrhage in spine surgery, and there are no exact reports on conse­quences associated with major blood loss under these cir­cumstances [4]. Major blood loss may lead to blood, platelet and factor transfusions. Although blood screening has improved the safety considerably over the years, there are still known risks of transfusion, including potential transfu­sion reactions and alloimmunization as well as infectious risks, such as hepatitis, human immunodeciency virus, cytomegalovirus and transfusion-associated bacterial sepsis. Furthermore, there is emerging data suggesting that blood transfusion may be associated with an increased risk of post­operative infections. Additionally, the costs of blood replace­ment must be considered.
Spinal surgery can include now a great number of differ­ent scenarios with patient- and procedure-related aspects (Table17.2) [5]. Spine surgeon must adopt effective surgical techniques that reduce the amount of the exposed, bleeding tissue during surgery to decrease blood loss and avoid the risks and costs associated with transfusion.
© Springer-Verlag GmbH Germany 2023 U. Vieweg, F. Grochulla (eds.), Manual of Spine Surgery, https://doi.org/10.1007/978-3-662-64062-3_17
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F. Dos Santos
Table 17.2 Patient and procedure aspects
Adult patients
1. Thin periosteum
2. Stiffer spines than children
3. Arthritic facet joints
4. Comorbidities: Hypertension, heart disease, lung disease, diabetes, vascular disease, previous spine surgery, allergies, previous blood transfusion, cigarette smoking, cancer, anaemia, high body mass index
5. Surgery-related aspects: Emergency of elective cases— Tumour, traumatic cases, deformity, infection, revision cases, fusion, single or combined approaches (anterior and posterior)
6. Medications: Anti-depressive drugs, anticoagulant treatment, non-steroidal anti-inammatories, herbal and naturalistic supplements
7. Estimated blood loss: [3]
(a) Non-instrumented fusions 800mL (b) Instrumented fusions 1517mL (c) Deformities 1000–3000mL (d) Osteotomies 325–4700mL
Paediatric patients
1. Thick periosteum
2. More exible spines than adults
3. Comorbidities: Heart disease, lung disease, cerebral palsy, mielomeningocele, neurogenic bladder, neuromuscular disease, poor nutrition status, epilepsy
4. Surgery-related aspects: Emergency or elective cases— Tumour, traumatic cases, deformity, revision cases, multiple­level fusion, single or combined approaches (anterior and posterior), harvesting autogenous iliac crest bone
5. Medications: Antiepileptic drugs. Estimated blood loss (EBL) methods: [3]
(a) EBV=70mL/kg [3] (b) Idiopathic scoliosis 9.8mL/kg (c) Secondary scoliosis 14.1mL/kg (d) Muscular dystrophy 29.3mL/kg [3] (e) EBL per level—Anterior approaches, 60–135mL/level;
posterior approaches, 65–150mL/level
17.4 Haemostasis inPaediatric Patients
Paediatric patients can comprise a very heterogeneous group of patients. Paediatric spine pathology can be exible or rigid ones as seen in some congenital malformations. Comorbidities present in the paediatric group can pose other specic management. In the paediatric group, all preopera­tive estimates cannot be exact; therefore in all cases, volume of blood suctioned from the operative eld, blood collected on sponges (determined from weighing by operating room nurses), drapes, gowns and sometimes on the oor can be of utmost importance on this matter.
Paediatric patients can tolerate controlled hypotension better than adult patients. The length of time of surgery and extra loss with harvesting autogenous iliac crest bone are other factors increasing blood loss in these patients. Some studies about EBL in specic surgical treatment of some paediatric spine pathologies are listed in Table17.2 for refer­ence. Effective haemostasis in surgery can offer various advantages to the patient, surgeon and health-care facility. As a result of intraoperative blood loss, the need for allogenic or autologous blood transfusions and the risks associated with blood transfusions are increased [6, 7]. Reduced length of stay in the intensive care unit (ICU) and overall length of hospital stay have been related to reductions in the amount of blood transfused. Excessive intraoperative blood loss also has been shown to signicantly increase the risk of major perioperative complications [8, 9].
17.5 Techniques forMaintaining
Haemostasis inSurgery
17.3 Haemostasis inAdult Patients
Adult patients can have thin periosteum bones with wider vascular channels. Epidural venous bleeding can be very sig­nicant in obese patients. The spine in adult cases can be stiffer than adolescents; facet joints can have degenerative deformation that may require extensive bone resection. Osteotomies are a source of bleeding irrespective of the sur­geon’s choice especially in cases that required sagittal bal­ance correction. Adult patients with medical comorbidities cannot tolerate hypotension or controlled hypotension because of risk damage caused by decreased perfusion to critical organs. Adult patients have frequent use of different types of medications and herbal supplements that can increase bleeding. Patients sometimes forget or miss to tell medical staff about these habits. Some values of estimated blood loss (EBL) are listed from current literature, but good rule is always control blood losses during the surgery and made the correct replacement therapy.
Surgeons have an array of options to control bleeding, including mechanical and thermal techniques and devices as well as pharmacotherapies and topical agents which are listed in Table17.3.
17.5.1 Mechanical Techniques
Application of direct pressure or compression at a bleeding site is often the surgeon’s rst choice to assist in the control of bleeding. Other mechanical methods, including sutures, staples and ligating clips, are useful if the source of bleeding is easily identiable and able to be sealed. Compression or other mechanical methods, however, may not be appropriate during all surgical procedures, for example, if the source of bleeding is diffuse or hard to identify or the patient has an inherent or surgery-induced coagulopathy resulting from the type of surgical procedure (e.g. hemodilution, hypothermia) or prior administration of antiplatelet or anticoagulant medi­cations [10]. One of the earliest topical haemostatic agents was cotton, in the form of gauze sponges. Although such
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Table 17.3 Techniques for maintaining haemostasis in surgery [3]
Mechanical techniques Direct pressure Sutures Staples Ligating clips Fabric pads Gauzes Sponges Preoperative autologous blood donation (AUT) Intraoperative cell salvage (ICS) Postoperative autologous transfusion (PAT) Bone wax Preoperative embolization
Thermal techniques Cryotherapy Electrocautery Harmonic scalpel Laser Ultrasonic osteotome
Chemical techniques Neuraxial blockade Controlled hypotensive anaesthesia Local vasoconstrictors Aprotinin Aminocaproic acid Tranexamic acid Erythropoietin (EPO) Desmopressin Collagen Cellulose Gelatines Thrombins Fibrin sealants Haemostatic matrices
materials concentrate blood and coagulation products via physical adsorption, they are not absorbed by the body, and upon removal, the clot may be dislodged, leading to further bleeding. Autologous blood donation (AUT) has emerged as one of the principal means to avoid or reduce allogeneic blood transfusion. These techniques involve collection and reinfusion of the patient’s own blood, preoperative acute normovolemic hemodilution, intraoperative salvage of blood from surgical eld and post-operative blood salvage (col­lected and reinfused within rst 6–8 post-operative hours) [11]. AUT has some other advantages, for example, in patients with rare blood groups, with multiple alloantibodies. It can be used safely and effectively in adult but also in ado­lescents. García-Erce etal. [12] showed in their study that preoperative blood autologous donation needs to be associ­ated with other blood-saving methods (haemostatic drugs, for example, EPO and perioperative blood salvage) in some specic scoliosis patients for better results. In addition, blood retrieval is not recommended in patients with haemoglobin (Hb) levels lower than 11g/dL [13]. By maintaining ade-
quate haemoglobin concentrations during repeated blood collection, it is possible to reduce the interval between dona­tions and retrieve a larger number of autologous blood units, thereby covering the predicted requirements. A meta- analysis study published by Henry etal. concluded that preoperative donation of autologous blood reduces exposure to allogeneic blood transfusion by 68% [14]. However, for those patients who donated autologous blood, the risk of receiving any transfusion (allogeneic and/or autologous) was increased by 24%. The increased rate of exposure to any transfusion may be attributed to two factors: (1) patients who donate autolo­gous blood in general have lower preoperative haemoglobin levels than those patients who do not predonate autologous blood and therefore have an increased probability of requir­ing an intraoperative and/or post-operative blood transfu­sion; (2) the availability of predonated autologous blood engenders a more liberal transfusion policy. An analysis we performed of 35 non-randomized studies of AUT showed that the overall transfusion rate (allogeneic and/or autolo­gous) was 67% in patients allocated to AUT [15]. This result is similar to what was seen in this meta-analysis of random­ized controlled trials, which showed an overall transfusion rate (allogeneic and/or autologous) of 78% in those patients randomized to AUT. On the basis of the current evidence, AUT appears effective in reducing exposure to allogeneic blood. However, preoperative autologous donation exposes patients to other potential risks associated with blood dona­tion and blood transfusion. As reported, the incidence of reactions occurring at the time of donation is similar for allo­geneic and autologous donors (between 2% and 5%), with most reactions being mild and of a vasovagal origin [16]. Autologous blood can become contaminated with bacteria and can cause circulatory overload, particularly in elderly patients if used in a liberal fashion without a transfusion pro­tocol. As with any transfusion, there is the ever-present risk of transfusing the wrong blood due to clerical, laboratory or ward error [17]. The overall benets of AUT probably out­weigh the harms for some groups, for instance, those who have been alloimmunized through repeated transfusion and are contemplating elective surgery. However, a full assess­ment of the balance of benet and harm requires a better understanding of the clinical value of legitimate indications for red cell transfusion. Intraoperative cell salvage (ICS) and post-operative autologous transfusion (PAT) seem to avoid some of the problems of blood storage. During surgery, the intraoperatively salvaged blood can be processed to obtain a red cell concentrate ready for transfusion [18]. This proce­dure has few complications, the most normal being dilution coagulopathy when a large volume of processed blood is being transfused. However, in spine surgery, the effective­ness of ICS (inhaled corticosteroid) is controversial, and its selective use for operations with high intraoperative blood loss is recommended [19]. Finally, in a retrospective study
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by Reitman et al. [20], the USB (unwashed ltered shed blood) group required fewer post-operative transfusions (1U to 36% of patients in the US group versus 1U to 50% of patients in the control group). However, the authors con­cluded that the difference was less than expected and that the use of USB was not cost-effective during most elective lum­bar procedures. PAT consists of recuperation and reinfusion of shed blood from post-operative draining, total knee arthro­plasty being the operation where it has been used the most. There are now in the market a number of devices for collect­ing post-operative shed blood, the principal differentiating characteristic being the existence or not of a washing process for the salvaged blood. When the ICS is not used, PAT is normally performed by using devices that recuperate and retransfuse shed blood to the patient as unwashed ltered shed blood (USB). USB contains certain activated coagula­tion factors as well as degrading products of the brinogen so that its reinfusion could lead to a coagulopathy. When analysing the evolution of the levels of these proteins in sam­ples obtained from the patients at 1 and 24h after reinfusion, a trend to normalization was seen, and no alterations were detected in standard coagulation times [21]. In 13 studies, nearly 700 patients undergoing surgery who received a rein­fusion of an average of 560mL of USB did not experience clinically signicant coagulopathy or increase in post­operative bleeding [22]. Bone wax is a well-known topical haemostatic agent composed of beeswax and baseline. It allows clot formation by stopping blood ow from damaged vessels into the bone [23]. Bone wax is known to inhibit osteogenesis and bone healing in some animal studies [24,
25]. It should never be left in fusion sites and within the spi-
nal canal. It must never be used also in contaminated elds [26]. Preoperative embolization of spinal lesions of great bleeding potential seems to be a rational surgical strategy when it is available and the lesion is reachable by endovascu­lar selective catheterization [27]. Vertebral metastases are responsible for 30–70% of spinal tumours [28]. The most highly vascular metastases are from thyroid and renal cell carcinoma [29]. Some publications in the literature clearly showed that preoperative endovascular embolization reduced intraoperative blood loss [30, 31]. This procedure has been described as benecial in cases of vertebral aneurysmal bone cysts [32], vertebral haemangiomas [33], osteoblastoma, chondroma, chondrosarcoma [34] and many types of verte­bral metastases [35]. The embolization procedure is more frequently performed in lumbar and thoracic spine tumours than in cervical spine lesions. The reason is that in cervical spine lesions, one can see frequent anastomoses between carotid, vertebral and subclavian arteries. The risk of cere­bral or spinal cord embolization in these cases is increased [36]. The protocol must include the correct vascular anatomy of the region of interest, the identication of blush pattern of the lesion and the selection of the specic material for embo-
lization (e.g. coils, polyvinyl alcohol (PVA) particles). All endovascular procedures should precede in 20days at least the surgical treatment of the lesion. Partial embolization cases seem to not reduce the amount of bleeding during the surgery, so it must be informed to the surgical team for proper or adjusted measures at the time of surgery.
17.5.2 Thermal Techniques
Thermal techniques, such as cryotherapy, harmonic scalpels, lasers and ultrasonic osteotome, also have become viable surgical options to reduce bleeding. In spinal tumour sur­gery, preoperative embolization procedure sometimes cannot be enough to reduce the blood ow or cannot be accom­plished for anatomical limitations. Cryocoagulation can be performed intraoperatively after adequate exposure of the tumour. The system uses liquid nitrogen as the circulating agent with which freezing is induced. Probe temperatures can reach a nadir of 180°C.Probe sizes used on this pur­pose are in 3 and 5 mm diameter. Straight- and at-head probes can be used on this technique. These can be inserted eccentrically in the tumour and gradually moved towards its centre and towards the spinal cord and canal. Ultrasonography is used to monitor the ice ball of the cryotherapy, as well as to ensure that the spinal cord or spinal nerves are not affected. Cryotherapy treatment times varies from 5 to 10 min. Somatosensory-evoked potentials must be monitored during the procedure. The spinal cord and spinal nerves should be protected at all times from the probe. The extent of cryoco­agulation is controlled using intraoperative ultrasonography (with a 12-mHz transducer) or by establishing physical sepa­ration of the spinal cord from the tumour. The echogenicity of the frozen tissue differs distinctly from that of the unfro­zen tissue such that the extent of freezing is visible on the ultrasound and controlled accordingly. Following freezing of the tumour, the probe can be removed, and resection of the tumour is then conducted. The other advantages of this method besides the reduction of intraoperative bleeding are that it allows a more radical tumour excision, prevents intra­operative spillage from tumour content and therefore permits a better spinal reconstruction [37]. Harmonic scalpel (HS) is an ultrasonically activated coagulator which generates less heat and minimal smoke during surgery compared to electro­cauterization (EC). The lower degree of heat generation causes less thermal injury to the tissue than regular EC.The outstanding quality of the HS is its ability to coagulate and cut vessels. Cakir etal. [38] made a cost-effective study with two matched blinded posterior spine surgery groups. The author concluded that the use of HS resulted in statistically signicantly less intraoperative and post-operative less blood loss and less operating times than EC.Although the HS is an expensive device, the personnel costs for autologous blood
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predonation were not taken into consideration. This device was considered cost neutral in cases with major anticipated blood loss. The ultrasonic BoneScalpel™ (Bone Scalpel, Misonix, USA) is a tissue-specic device that allows to the surgeon to make precise osteotomies while protecting col­lateral or adjacent soft tissue structures. The device is com­prised of a blunt ultrasonic blade that oscillates at over 22,500 cycles with an imperceptible microscopic amplitude. The recurring impacts pulverize the non-compliant crystal­line structure resulting in a precise cut. The more compliant adjacent soft tissue is not affected by the ultrasonic oscilla­tion. One recent paper reported an experience with 128 con­secutive spine surgeries with the use of the ultrasonic scalpel [39]. The majority of the patients had previous spine surger­ies and/or spinal deformity. In all cases, the ultrasonic scal­pel was successfully used to create the needed osteotomies with high precision to facilitate the surgical procedure with­out percussion on the spinal column or injury to the underly­ing nerves. The major advantage (although difcult to objectively quantify) of this ultrasonic device is the reduc­tion of bleeding which helps to create and maintain visibility in the surgical eld. The authors have noticed that by virtue of the precision and ease of control (oscillation versus rota­tion), the efciency of the surgery has improved. As a result, those often technically challenging osteotomy procedures can now be performed in less time with the ultrasonic scal­pel. The ultrasonic scalpel uses a narrow blade with a self­irrigating system that provides lubrication and cooling into the cutting cavity and limits the risk of mechanical and ther­mal injury [40]. However, they reported one incident of dural tear from the overheating of the local tissue by the scalpel blade sitting in one position. It is imperative that the surgeon continues to move the device and not let it bind in one posi­tion. A total of 11 dural injuries (8.6%) occurred in their case series. Since majority of the patients had previous spine sur­gery and/or spinal deformity, this dural injury rate is compa­rable with previous reports [41].
17.5.3 Chemical Techniques
Depending on the procedure and location of the bleeding tis­sue, it may be impractical or impossible to effectively stop blood loss via mechanical or thermal haemostatic techniques. For example, in bony surfaces, parenchymal tissues, inamed or friable vessels or tissues containing multiple and diffused capillaries, it is extremely difcult to maintain haemostasis with these methods. The use of effective pharmacological methods during surgery can be a useful option or an adjunct to other methods in these situations. The pharmacological methods seek to augment surgical haemostasis by enhancing the natural coagulative mechanisms or in reduction of bleed­ing by indirect effects as in case of specic anaesthesiology
techniques. Neuraxial blockade is the term for central blocks involving the spinal, epidural and caudal spaces. While it is now an invaluable adjunct and even occasionally an alterna­tive to general anaesthesia, its use is not a new phenomenon [42]. Regardless of the class of local anaesthetic, these drugs can be divided into ones that are short, intermediate or long acting. Lidocaine has traditionally been the agent of choice or slightly longer surgical procedures that require an intermediate- acting local anaesthetic. Some centres have also adopted the use of mepivacaine for its longer length of action with a similar onset prole. Of note is the potential for an increased incidence of hypotension due to venous pooling from the beta effects of epinephrine-containing solutions. This phenomenon seems to be especially true to patients receiving lumbar epidural anaesthesia. Hypotension can also occur which is attributed to the reduction of sympathetic out­ow via opioid receptors in the sympathetic ganglia. Longer­acting local anaesthetics used for epidural anaesthesia typically consist of either bupivacaine or ropivacaine in vary­ing concentrations.
Another class of analgesic adjuvants includes alpha­adrenergic agonists. Clonidine is the main drug used in this class due to its production as a preservative-free preparation. The effects of epidurally administered clonidine are seen as early as 20min after injection, with peak effects occurring in 1h. The analgesic potency has been described as being com­parable to epidurally administered morphine [43]. Adding clonidine to opioids in the epidural space has an additive effect, which results in a lower dose of narcotic necessary for optimal pain control. This as a consequence diminishes the incidence of respiratory depression that potentially occurs with neuraxial opioids. Clonidine is lipophilic and as a result is quickly redistributed systemically despite neuraxial injec­tion. It therefore has both central and peripheral effects. At lower doses, the central effects cause sympatholysis leading to hypotension, while the peripheral effects at higher doses cause vasoconstriction. Clonidine administered in the low thoracic or lumbar region typically produces blood pressure effects similar to that seen with intravenous administration [44]. When given in the mid or upper thoracic regions, epi­durally administered clonidine causes an even greater decrease in blood pressure [45]. This more substantial drop in blood pressure is attributed to blocking thoracic derma­tomes that contribute to sympathetic bres innervating the heart. In addition to the hypotensive potential of clonidine, bradycardia and nausea with or without vomiting are also potential side effects. Controlled hypotensive anaesthesia (CHA) has been used for many years as a means of reducing intraoperative blood loss and facilitating surgical exposure. Reduced intraoperative blood pressure leads to a direct reduction in bleeding from surgically injured arteries and arterioles. Venous dilation, in turn, decreases venous bleed­ing, especially from cancellous bony sinuses that do not col-