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Chapter 7
Electrodiagnostic Testing and Intraoperative Neurophysiologic Monitoring
Berdale Colorado, DO, MPH James O. Sanders, MD Kenneth Foxx, MD
Abstract
Electrodiagnostic studies play an important role in the assessment of patients with neuromuscular disorders. Office-based testing consists primarily of nerve conduction studies and needle electromyography, whereas intraoperative testing and monitoring consists of somatosensory­evoked potentials, motor-evoked potentials, and spontaneous and triggered electromyography. It is helpful to be familiar with all forms of testing, including the indications and limitations of nerve conduction studies and needle electromyography for suspected spine disorders, as well as the clinical practice guidelines for intraoperative neurophysiologic monitoring.
Keywords: intraoperative neurophysiologic monitoring; needle electromyography; motor-evoked potential; motor unit action potential; nerve conduction study, somatosensory-evoked potential
Dr. Sanders or an immediate family member is a member of a speakers’ bureau or has made paid presentations on behalf of NuVasive; has stock or stock options held in Abbott, Abbvie, and General Electric; has received nonincome support (such as equipment or services), commercially derived honoraria, or other non– research-related funding (such as paid travel) from GreenSun and NuVasive; and serves as a board member, owner, officer, or committee member of the Pediatric Orthopaedic Society of North America and the Scoliosis Research Society. Neither of the following authors nor any immediate family member has received anything of value from or has stock or stock options held in a commercial company or
institution related directly or indirectly to the subject of this chapter: Dr. Colorado and Dr. Foxx.
Electrodiagnostic Testing
Berdale Colorado, DO, MPH
Introduction
Electrodiagnostic testing is first and foremost an extension of the clinical examination. A focused history and physical examination is essential for guiding electrodiagnostic testing.
Electrodiagnostic studies provide a measure of the electrical activity of muscles and nerves and can serve as a valuable tool in treating patients with suspected spine disorders. Although neuroimaging detects structural abnormalities, only electrodiagnostic testing can assess functional or physiologic abnormalities. Multiple electrodiagnostic tests exist; however, nerve conduction studies and needle electromyography (EMG) are the most commonly performed office-based tests. Information regarding localization, severity, duration, and prognosis of a nerve disorder often can be obtained through electrodiagnostic testing. An overview of nerve conduction and needle EMG studies is presented along with a discussion of the indications for electrodiagnostic testing for suspected spine disorders, the limitations of electrodiagnostic testing, and a framework for confirming that appropriate electrodiagnostic testing has been completed for commonly encountered diagnoses.
Overview of Testing
Nerve Conduction Studies
Nerve conduction studies measure the ability of peripheral nerves to conduct electrical impulses. These studies are typically performed before needle EMG because the results of the nerve conduction studies may influence which muscles are tested with needle EMG and the interpretation of the needle EMG findings. Nerve conduction studies can be generally divided into motor nerve conduction studies, sensory nerve conduction studies, and mixed nerve conduction studies. The basic setup for nerve conduction studies involves a
Figure 1
ground electrode and two recording electrodes (an active and a reference electrode). The active electrode is placed over the muscle of interest in motor nerve conduction studies and over the nerve of interest in sensory nerve conduction studies. An electrical stimulator is positioned at a specific distance from the active electrode along the course of the nerve (Figure 1). When an electrical impulse is applied by the stimulator, an action potential is recorded at the active electrode and is displayed on the EMG machine as a waveform (Figure 2). Various waveform parameters, including onset latency, peak latency, amplitude, and conduction velocity, are measured and interpreted by an electrodiagnostician (Table 1).
Photograph of the setup for a median motor nerve conduction study to the abductor pollicis brevis. The ground
electrode is placed on the dorsum of the hand.
Figure 2
Photograph shows an action potential waveform. In this
example, a compound muscle action potential is pictured. a = onset latency, b = peak latency, c = amplitude (peak to peak), p = peak, o = onset.
Table 1
The recorded potential in a motor nerve conduction study is known as a
compound muscle action potential (CMAP), which represents the summation of all underlying individual muscle fiber action potentials. Onset latency (the time required for an electrical stimulus to initiate an evoked potential) and amplitude (reflecting the number of muscle fibers activated) of the CMAP are measured. After a distal and a proximal site have been stimulated, a conduction velocity can be calculated, which is the speed an impulse travels along a nerve.
Latency and conduction velocities reflect the fastest conducting fibers and
are primarily dependent on the integrity of the myelin sheath.
The recorded potential in a sensory nerve conduction study is known as a sensory nerve action potential (SNAP), which represents the summation of all the individual sensory fiber action potentials. Because nerve conduction occurs in both directions following nerve depolarization, sensory nerve conduction studies can be performed using either orthodromic (in the direction of physiologic conduction) or antidromic (opposite of physiologic conduction) techniques. Although the antidromic technique is often preferred, particularly because of the higher amplitude compared with the orthodromic technique, both techniques have advantages and disadvantages. Peak latency (reflecting the latency along most of the sensory fibers) and amplitude (reflecting the number of sensory fibers activated) of the SNAP are measured.
Late response studies such as the F-wave and H-reflex studies are sometimes used to assess more proximal nerve segments. These studies can provide additional information in the evaluation of radiculopathies, plexopathies, polyneuropathies, and proximal peripheral neuropathies.
Taken altogether, the numeric values of the latency, amplitude, and conduction velocity of the various nerve conduction studies can point to a focal nerve lesion such as an entrapment or a diffuse neurogenic process such as a peripheral polyneuropathy.
Needle Electromyography
Needle EMG is typically performed after completion of the nerve conduction studies. The basic setup for needle EMG involves a needle electrode (either monopolar or concentric), a reference electrode (if using a monopolar needle), and a ground electrode (Figure 3). Monopolar and concentric needles each have advantages and disadvantages, but both are widely used.
The needle is inserted into each muscle of interest, and several additional
Figure 3
small, brief insertions are made to adequately sample each muscle. Insertional activity and spontaneous activity are assessed while the muscle is at rest. In a normal muscle, there should be electrical silence shortly after needle movement. Increased insertional activity is defined as any electrical activity that lasts longer than 300 ms after brief needle movement, with the exception of end plate potentials, which can be seen if a needle is placed near the motor end plate. Increased insertional activity is seen with denervation. Spontaneous activity is defined as any electrical activity at rest that lasts longer than 3 seconds. Two types of spontaneous activity commonly seen with denervation are fibrillations and positive sharp waves. These represent abnormal electrical activity generated from denervated single muscle fibers. Fibrillations and positive sharp waves are graded based on their distribution and intensity, ranging from 1+ (persistent single runs in two areas) up to 4+ (continuous discharges in all areas of the muscle).
Photograph shows the basic setup for needle electromyography.
After assessment of insertional and spontaneous activity, analysis of motor unit action potentials (MUAPs) is performed. This assessment involves voluntary contraction of the muscles of interest. MUAPs are analyzed for
amplitude, duration, number of phases, and recruitment (Table 2).
Amplitude is measured from the most positive to the most negative peak, and the normal value is typically 1-2 mV. Amplitude can be increased in the setting of reinnervation, often indicating a chronic neurogenic disorder. Duration is measured from the initial baseline departure to the final return to baseline, and the normal value is typically 5-15 ms. Duration can be increased in the setting of reinnervation, often indicating a subacute neurogenic disorder.
Phases of the MUAP refer to the number of times the MUAP crosses the baseline; the normal value is typically two to four phases. Increased phases, or polyphasicity, can be seen in the setting of reinnervation, often indicating a subacute neurogenic disorder. With increasing muscle contraction force, additional MUAPs can be activated, and the MUAP recruitment pattern can be analyzed. In normal recruitment, when the first MUAP fires at a rate of approximately 10 Hz, a second MUAP is recruited and begins to fire at a rate of approximately 5 Hz. As the firing frequency increases by approximately 5 Hz, an additional MUAP is recruited. With maximal contraction, a complete interference pattern may be seen in which the screen of the EMG machine is filled with four or more overlapping MUAPs and no individual MUAP can be distinguished. With denervation, recruitment is often reduced and only one or a few MUAPs are seen, even with maximal contraction. In this case, the interference pattern would be reduced.
Table 2
Electrodiagnostic Testing for Spine Disorders
The timing of performance of electrodiagnostic testing is dependent on the clinical differential diagnosis. Electrodiagnostic testing may be indicated in the assessment of any suspected nerve disorder. Patients with symptoms such as arm or leg pain, weakness, or numbness or tingling are commonly referred for electrodiagnostic testing. Testing can confirm the presence of a radiculopathy; rule out peripheral nerve disorders, which can affect similar anatomic distributions; and identify the presence of multiple coexistent nerve disorders. For example, a patient may simultaneously have a cervical radiculopathy, carpal tunnel syndrome, and a peripheral polyneuropathy. Identifying these disorders may have a substantial effect on the treatment plan. Electrodiagnostic testing also can be helpful in patients with a physical examination that does not clearly localize the etiology of their symptoms or with imaging findings that do not correlate with their symptoms. The needle EMG and nerve conduction studies may be abnormal when all other test findings, including neuroimaging, are unremarkable.
The timing or performance of electrodiagnostic testing also depends to some extent on the type of information desired. A common misconception is that it is necessary to wait 2 to 3 weeks after a nerve injury before obtaining needle EMG or nerve conduction studies. This misconception is based on the idea that wallerian degeneration, which may take several days to weeks, must first occur before meaningful information can be obtained. However, a substantial axonal injury can be seen immediately, and this information may aid in early localization of the injury. The primary limitation to early performance of electrodiagnostic testing is the difficulty in differentiating a conduction block from an axonal injury immediately after a nerve injury. In a patient with a cervical or lumbosacral radiculopathy, it is a commonly held belief that changes of denervation on needle EMG are seen first in the paraspinal muscles at approximately 2 weeks. This is followed by changes of denervation in the peripheral muscles (proximal to distal) at approximately 3 weeks. This belief is not supported in the literature; several studies have concluded that radiculopathies do not follow a predictable time course of denervation.
1-4
Pitfalls and Limitations of Electrodiagnostic Testing
Nerve Conduction Studies
Nerve conduction studies can be affected by numerous factors that must be taken into account when interpreting data. These can be subdivided into physiologic and nonphysiologic factors. Temperature is the most important physiologic factor affecting nerve conduction studies. A decrease in temperature can cause prolonged latency, increased amplitude, increased duration, and decreased conduction velocity. Conduction velocity decreases approximately 2.4 m/s per 1°C decrease, and distal latency can be prolonged by 0.2 ms per 1°C decrease. Normal temperature is approximately 32°C for the upper extremity and 30°C for the lower extremity. Other physiologic factors that can influence nerve conduction studies include age, height, sex, edema, obesity, and anomalous innervation.5 Therefore, these factors must be taken into consideration when determining what is “normal.”
Nonphysiologic factors affecting nerve conduction studies refer to technical considerations that can influence the recorded data. These include improper electrode placement, suboptimal stimulation, inaccurate measurements, and failure to recognize artifacts. These factors can create inaccurate latency, amplitude, and conduction velocity measurements, which can result in incorrect conclusions. Recognition of potential technical factors is imperative when conducting nerve conduction studies.
Needle Electromyography
In the electrodiagnostic evaluation of a cervical or a lumbosacral radiculopathy, nerve conduction studies are typically normal, and the diagnosis is made primarily on the results of needle EMG. Needle EMG is the best electrodiagnostic procedure for detecting radiculopathies. However, the primary limitation of needle EMG is that it does not detect all compressive radiculopathies. A “negative needle EMG” cannot be used to exclude a radiculopathy. Sensitivities of needle EMG for cervical radiculopathy range from 50% to 71%, and sensitivities for lumbosacral radiculopathy range from 49% to 86%.1 Specificity of needle EMG for radiculopathy is high. A 2011 study reported that when only positive sharp waves or fibrillations were considered abnormal, specificity ranged from 92% to 97% in lumbosacral radiculopathy.6 Low sensitivity can result from an inadequate number of affected motor nerve root fibers, inadequate sampling
of fibers during needle EMG, or because the needle EMG was performed after reinnervation had occurred. A pure sensory radiculopathy would result in a normal needle EMG because of sparing of the dorsal root ganglion. These are important considerations when electrodiagnostic testing is negative for needle EMG abnormalities.
Needle EMG has limited effectiveness for identifying the cause or etiology of a nerve lesion. Also, the specific nerve root involved may not be accurately identified by the needle EMG because of myotome overlap or anomalous root innervation. These are important considerations when electrodiagnostic testing is positive for needle EMG abnormalities.
Interpretation of Electrodiagnostic Testing
Although detailed interpretation of electrodiagnostic data can be challenging to a clinician who does not perform such testing, a general understanding can help clinicians identify a high-quality EMG report.
The electrodiagnostic testing for radiculopathy should include both nerve conduction studies and needle EMG. Although the nerve conduction studies are typically normal, they are necessary to exclude a peripheral neuropathy. Low CMAP amplitudes may occur, however, in the setting of a radiculopathy with substantial axonal degeneration. At least one motor nerve conduction study and one sensory nerve conduction study should be performed in the involved limb. The sensory nerve conduction study ideally should be in the distribution of the suspected radiculopathy. The screening for a suspected radiculopathy should examine at least five to seven muscles, including the paraspinal muscles.7 The screening should include muscles that represent all relevant myotomes of the involved limb, with emphasis on the myotome in question.
No consensus exists regarding which muscles should be included in the initial screening. If one muscle is abnormal, the screening is expanded. The optimal number of muscles tested for both cervical and lumbosacral radiculopathy screenings has been proposed to be six muscles and should include the paraspinal muscles.
8,9
A needle EMG study is considered “positive” for a radiculopathy if EMG abnormalities are present in two or more muscles that receive innervation from the same root (preferably by different peripheral nerves), but muscles innervated by adjacent nerve roots are normal. The EMG report should include the nerve conduction studies