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☆
Avoiddamagingthesupra- and intraspinousligamentsandligamentumflavum between thecranialfusedlevel
andtheadjacentsegment,aswellasbetweenthecraniallevelsoffusion.
Avoiddamagingthesupra-andinfra-adjacentfacetsandviolatingthecranialdiskspacewithpediclescrews.
References
FiveMust-ReadReferences
1.HalvorsonTL, Kelley LA, Thomas KA,WhitecloudTSIII,CookSD. Effectsof bone mineral density onpedicle
screwfixation.Spine1994;19:2415–2420PubMed
2.DeWaldCJ,StanleyT.Instrumentation-relatedcomplicationsofmultilevelfusionsforadultspinaldeformitypatients
over age65: surgicalconsiderations and treatment options inpatients with poor bone quality. Spine 2006;31(19,
Suppl):S144–S151PubMed
3. Butler TE Jr, Asher MA,JayaramanG, Nunley PD,RobinsonRG. The strengthandstiffnessof thoracic implant
anchorsinosteoporoticspines.Spine1994;19:1956–1962PubMed
4. Mummaneni PV, Haddock SM, Liebschner MA, Keaveny TM, Rosenberg WS. Biomechanical evaluation of a
double-threadedpediclescrewinelderlyvertebrae.JSpinalDisordTech2002;15:64–68PubMed
5. McKoy BE, An YH. An expandable anchor for fixation in osteoporotic bone. J Orthop Res 2001;19:545–547
PubMed
6. Frankel BM, D’Agostino S, WangC. A biomechanical cadaveric analysis of polymethylmethacrylate-augmented
pediclescrewfixation.JNeurosurgSpine2007;7:47–53PubMed
7. Chang MC, Liu CL, Chen TH. Polymethylmethacrylate augmentation of pedicle screw for osteoporotic spinal
surgery:anoveltechnique.Spine2008;33:E317–E324PubMed
8. Aydogan M, Ozturk C, Karatoprak O, Tezer M, Aksu N, Hamzaoglu A. The pedicle screw fixation with
vertebroplasty augmentation in the surgical treatment of the severe osteoporotic spines. J Spinal Disord Tech
2009;22:444–447PubMed
9.BurvalDJ,McLainRF,MilksR,InceogluS.Primarypediclescrewaugmentationinosteoporoticlumbarvertebrae:
biomechanicalanalysisofpediclefixationstrength.Spine2007;32:1077–1083PubMed
fixation in osteoporotic spines and comparison of its clinical results and biomechanical characteristics with the
needleinjectionmethod.JSpinalDisordTech2013;26:305–315PubMed
WinnHR,ed.Youmans’NeurologicalSurgery.Philadelphia:Elsevier;2011
augmentationoflumbarpediclescrewpulloutstrength.SpineJ2002;2:255–260PubMed
resistanceagainstpull-outforceintheosteoporoticcaninelumbarspinemodel:apilotstudy.SpineJ2005;5:239–
243PubMed
lumbosacralspine.ClinOrthopRelatRes1986;203:99–112PubMed
morphologyandbiomechanicalstabilityintheimmatureporcinespine.Spine2006;31:E826–E829PubMed
densitytopull-outresistanceoftriangulatedpediclescrewconstruct.JSpinalDisord1997;10:12–19PubMed
trajectory technique of thoracic pedicle screw fixation: a biomechanical analysis. Spine 2003;28: 2058–2065
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OrthopRes2006;24:917–925PubMed
6
The Incidence and Management of Acute
NeurologicComplicationsFollowingComplex
AdultSpinalDeformitySurgery
JosephS.ButlerandLawrenceG.Lenke
Introduction
Significant advanceshavebeen made in adult spinaldeformity (ASD) surgery overthe
pastseveralyears. Improvementsin pediclescrewtechnology andthe increasinguseof
three-column osteotomies have made more powerful deformity corrections possible.
Nonetheless, loss of neurologic function after ASD surgery remains a serious and
potentially devastating complication, with profound consequences for health-related
quality of life. Intraoperative neurophysiology monitoring has become a reliable and
effectivemodalitytooptimizeneurologicsafetyduringASDsurgery.
1,2
Furthermore,the
increasinguseofimage-guidednavigationsystemshasledtosignificantimprovementsin
the accuracy of pedicle screw placement.
3,4
 This chapter discusses the management of
acute neurologic complications in complex ASD surgery and proposes a treatment
algorithmtodealwiththesecomplicationsinsafeandeffectivemanner.
Prevalence
The incidence of neurologic complications in ASD patients undergoing deformity
correction surgery hasbeen difficulttodetermine. Multipleflaws exist inthe published
data,withalackofhigh-qualityprospectivestudies,significantdatavariability,andalack
of rigorous and validated measurements of neurologic function. Nonetheless, the
incidenceof neurologic deficitsfollowing ASDsurgery hasbeen previouslyreported as
rangingfrom0%toover10%.
5–9
Two previous studies, one from a single institution,analyzedprospectively collected
datatoidentifycomplications,butneitheroneusedavalidatedscoringsystemtoquantify
neurologicfunction.
10,11
All studiescouldmore accuratelybe describedas retrospective
studiesof prospectivelycollected data.But anaccuraterate ofneurologic complications
aftercomplexASDsurgeryiscriticalforinformeddecisionmakingforbothpatientsand
surgeons. Furthermore, it is crucial to be able to measure changes in neurologic
complicationratesinastandardizedfashionsoasto accuratelyevaluate newtechniques,
technologies,andtherapiesinASDsurgery.
The Scoli-Risk-1 trial is a recent prospective, multicenter observational study
attemptingtoaccuratelyassesstheneurologiccomplicationratefollowingcomplexASD
surgeryusingtheAmericanSpinalInjuryAssociation(ASIA)scoringsystem(Fig.6.1).
12
Atotalof276patientswereenrolledfrom15internationalcenters.Athospitaldischarge,
23.1%ofpatientshadameasurablelowerextremitymotordeficit(i.e.,lessthan5/5motor
strength inall five major legmuscles) decreasing to 17.8%at 6 weeks and10.7% at 6
months postoperative. This study gives a clearer indication of the expected neurologic
complicationrate inASDpatients, potentiallysetting astandardfor futureclinicaltrials
aimedatloweringtherateofpostoperativeneurologicdeficits.
Fig.6.1TheAmericanSpinalInjuryAssociation(ASIA)scoringsystem.
MechanismsofNeurologicComplications
There are several proposed causes of intraoperative neurologic deficits during ASD
surgery.Intraoperative spinalcord, cauda equina,or nerveroot deficits mayresult from
directneurologictraumaduringinstrumentationsuchastheplacementofpediclescrews,
hooks,orsublaminarwires.Furthermore,intraoperativecorrectivemaneuversmayleadto
neurologic deficit secondary to either distraction of the neural elements or excessive
tensionon local vasculature,leading todecreased bloodflow andcord ischemia.Spinal
cord ischemia may also result from prolonged extreme hypotension (mean arterial
pressure [MAP] < 55 mm Hg), hypoxia secondary to decreased hemoglobin level, or
vascularcompromiseafterligationofthesegmentalvesselsinananteriorprocedure.
13
PatientEvaluationandPreoperativePlanning
Neurologiccomplicationsaremoststronglyassociatedwithprolongedcomplexsurgery,a
large amount of blood loss, combined anterior/posterior procedures, multistage surgery,
congenitalkyphosis orscoliosis,largeor rigidspinalcurves (Cobbangle> 90degrees),
preexisting myelopathy or neurologic deficit, and intramedullary spinal cord tumors.
Further risk factors include tethered cord, Arnold-Chiari malformation, syringomyelia,
andsplitcordmalformations.
A complete patient history and thorough physical examination still remain essential
elementstoanadequatepreoperativeworkup.Patientsshouldbeassessedforahistoryof
congenital deformities such as kyphosis and scoliosis, neurofibromatosis, and skeletal
dysplasia, which would infer a considerably increased risk of iatrogenic neurologic
complications.Thephysical examinationshould include athree-dimensional assessment
of the spine to evaluate patient posture, neurologic status, hip flexion contractures, leg
length inequality, pelvic obliquity, body habitus, and nutritional status. Meticulous
examinationofthemotor,sensory,andreflexfunctionaswellasgaitassessmentiscritical
in screening patients for potential intraspinal and brainstem anomalies such as tethered
cord,Arnold-Chiarimalformation,syringomyelia,andsplitcordmalformations.
Adequateradiologicalimagingiscrucialforoptimalsurgicalandneurologicoutcome.
However, it is technique-dependent, requiring visualization of the entire spine in the
coronalandsagittalplanes,includingthehipjoints,withallimagingtakenwiththepatient
standing with the knees fully extended for accurate measurement of sagittal balance
(sagittal vertical axis [SVA]), thoracic kyphosis, lumbar lordosis, and spinopelvic
parametersincludingpelvicincidence(PI),sacralslope(SS),andpelvictilt(PT).Lateral
dynamic standing lumbar X-rays may identify focal instability or spondylolisthesis.
BendingfilmsandsupineX-rayswithouttheeffectsofgravityhelpassesstheflexibility
ofadeformity.Oncetheappropriateradiographicstudieshavebeenobtained,thesagittal
andcoronalbalancecanthenbeassessed.
Magneticresonanceimaging(MRI)isusedasaroutinepreoperativeradiographicstudy
to assess central canal stenosis, facet hypertrophy, pedicular anomaly, foraminal
encroachment, and degenerative disk disease. It also helps determine the presence of
intraspinal anomalies. Patients with suspected low bone mass or with established
osteoporosisshouldhaveadual-energyX-rayabsorptiometry(DEXA)scanperformedto
optimizesurgicalplanning.
IntraoperativePreparation
Meticulousintraoperativepreparationisrequiredforthesafeandeffectivemanagementof
intraoperative complications. Before induction of anesthesia, the surgical team should
discuss with the anesthesia and neuromonitoring teams and operating room staff the
patient’s medical situation,the intended procedure, andsurgical time frame.An arterial
line may be used to monitor MAP. Somatosensory evoked potential (SSEP) and motor
evokedpotential (MEP)leadsare placedand checkedbeforethe patientis turnedtothe
prone position. The upper extremities are padded and positioned to avoid stretch or
compressionofthebrachialplexus,andcareistakentoensurethatthepressureareasare
wellpadded.Forced-airwarmingblanketspreventhypothermia,particularlyinprocedures
oflongduration.
Maintaining adequate blood pressure is essential. However, a balance should be
maintainedtominimizeintraoperativebloodlossandtransfusions,yetensuringadequate
spinalcordperfusion.AMAPof<55mmHghasbeenassociatedwithanincreasedrisk
ofspinalcordischemia.
14
However,mildhypotensiveanesthesiaisoftenusedtominimize
bloodloss,particularlyduringthesurgicalapproach,withtheMAPmaintainedat65to70
mm Hg. Approximately 30 minutes before performing corrective maneuvers, the
anesthesia team should gradually elevate the MAP to > 70–80 mm Hg to maintain
adequatecordperfusionduringspinalcolumnmanipulationanddeformitycorrection.
IntraoperativeNeuromonitoring
StagnaraWake-UpTest
The Stagnara wake-up test has been widely used in the intraoperative assessment of
neurologic function. It assesses primary motor cortex, anterior motor pathways of the
spinal cord, nerve roots, and peripheral nerves. However, it gives only a gross
approximation of the function of these elements and does not directly measure any
components of the sensory system.
15
 This test involves a temporary reduction in
anesthesia,afterwhichthepatientisaskedtomovetheupperandlowerextremities.The
testislimited,asitisentirelyreliantonpatientcomplianceandcannotbeusedinpatients
unable tofollow commands becauseof intellectual and developmentaldisability,young
age,orpreoperativeweakness.Thetestitselfcarriesrisk,includingself-extubation,lossof
intravenous access or of safe patient-positioning on the table, air embolism, and
postoperativerecollectionoftheevent.
The wake-up test was historically the benchmark for intraoperative neurologic
assessment, and is still used at some centers in conjunction with advanced
neuromonitoring techniques as a means of confirming neurologic status. Properly
administered, the wake-up test should be 100% accurate in detecting gross motor
changes.
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Althoughthelimitationsofthetestpreventassessmentoffinemotorchanges,
it will alert the surgeon to the most clinically significant neurologic deficits. It is used
whenthereisanyproblemobtainingspinalcordmonitoring(SCM)signals(suchasin a
patient with thoracic myelopathy) and also in patient’s who have had SCM changes
meetingevokedpotentialwarningcriteriawhentheresponsescannotbeimproved.Italso
should always be performed at the end of the surgical procedure prior to the patient’s
leavingtheoperatingroom.
SomatosensoryEvokedPotentials
Somatosensory evoked potentials assess the posterior columns of the spinal cord, in
addition to the cerebral cortex and mixed peripheral nerves. The posterior columns are
responsible for proprioception as opposed to pain and temperature. Although
proprioceptivelossisnotasdebilitatingasamotordeficit,itcanhaveasignificantimpact
onactivitiesofdailyliving.AsSSEPsaresensitive tofocal posteriorcolumn andglobal
spinalcordissues,theyactasagoodsurrogateforotherneuralpathways.However,there
aresituationswhen amotordeficit mightnotbe demonstratedonSSEPmonitoring.For
example, anterior vascular territorycompromise without concomitant posterior vascular
changesmightnotbeaddressedbySSEPmonitoring.
Somatosensoryevokedpotentialscontinuetobethemostfrequentlyusedintraoperative
monitoringmethodtoassesstheintegrityofthedorsalcolumnbutcannotbereliedonto
monitor motor function directly. Reports of postoperative paraparesis in the absence of
intraoperative SSEP signal change underscores this important limitation.
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 SSEP
dependability falls off when applied to patients with preexisting neurologic conditions.
IndividualnerverootinjuryisnoteffectivelymonitoredbySSEPs.Missednerverootor
isolatedmotorpathwaycomplicationsarenotfailuresofthemodalitybutratherareissues
outside of SSEP monitoring capability, highlighting the need for alternative or adjunct
monitoringapproaches.WarningcriteriaforSSEPsatoutinstitutionincludegreaterthana
60%decrease inamplitudeor a10% increaseinlatency ofthe signalascompared with
baselinevalues.
MotorEvokedPotentials
Motorevokedpotentialsmonitorcorticospinaltractactivityviastimulationatthelevelof
the motor cortexor spinal cord and are selectivefor motor pathways. MEPmonitoring
relies on intervening thalamic synapses to prevent antidromic firing of spinal sensory
tracts.ThestimulationsitefortranscranialMEP(tcMEP)isthecerebralcortex.MEPend-
point data are ascertained from the spinal cord (D-wave) or from the end muscle
compoundmotoractionpotential(CMAP).Stimuliarepresentedassinglehighvoltageor
multiple small stimuli. Sources of stimulation include magnetic and electrical. For
magnetictcMEP,acoiloverthecortexprovidesthestimulation.Electricalstimulusofthe
motorcortexisprovidedbysubdermalelectrodes.Althoughoccasionallyassociatedwith
scalpedemaandunreliablerecordings,corkscrewelectrodesarepreferablegiventheirlow
impedance and secure positioning in the scalp. Peripheral data are commonly
electromyographicviaCMAP.TheCMAPisbestmonitoredatsitesrichin corticospinal
tract innervationsuchas the distal limb muscles.Common recording sites are abductor
pollicisbrevisoradductorhallucisbreviswithviablealternativesoflongforearmflexors
andextensorsintheupperextremityandtibialisanteriorinthelowerextremity.Although
there does not appear to be any monitoring advantage to increasing the number of
monitoredmuscles,increasedmusclegrouptestingmightprovideabenefitinidentifying
positioning-relatedinjury.
Electromyography
The clinical applications of electromyography (EMG) and its specificity for the motor
systemledtotheintroductionofspontaneousEMG(sEMG)recordings.sEMGmyotomes
are preselected to coordinate with operative levels, and muscle relaxants must not be
utilized due to dampened or even absent activity. Continuous electrical activity to a
myotomeisrecordedandobservedandmaybeindicativeofrootirritation.Whenanerve
rootisnotedtobeexcessivelymanipulatedorimpinged,triggeringaburstofactivity,with
moreseverenervemanipulationandstretchofanerveroottrainactivityisalsonoted.One
wouldgenerallynotesilenceifthenerverootiscleanlysevered.Distalrecordingsitesare
typically pairedwith an intramuscularneedle or wireelectrodes inserted afterinduction
butbeforesurgery.
Triggered EMG (tEMG) has also been used as it is postulated that a high stimulus
intensitytEMGwilldemonstrateanintactcortexofapedicleholethroughwhichascrew
ispassed. Inapplication, bonehas highimpedancerequiring highthreshold tostimulate
theadjacentnerve.WhentEMGrequireshighstimulation,itdemonstratestheintegrityof
thepediclecortexandlackofperforation.Directstimulationofamisplacedpediclehole
withabreach,canactivatetheadjacentnerverootandevokeaCMAPintheappropriate
myotomes at lower stimulus intensities than would be expected with an imperforate
pedicle cortex.Clinical correlation isof course required,buttEMG attempts toprovide
dataonapathwayfrompediclescrewortracttothedistalsiteandcanbeusedinthoracic
spineoperationsifthe rectusabdominisorintercostalsmusculatureare monitoredasthe
distalrecordingsite.
MultimodalityIntraoperativeMonitoring
Somatosensory evoked potentials are the most common neuromonitoring modality
employed,butarenotalwaysasufficientproxyforallcordfunction.Failingtorecognize
thelimitationsofSSEPscanleadtodevastatingconsequences.Itmustbeemphasizedthat
no single modality sufficiently monitors all spinal cord pathways. If the goal of
intraoperativeneuromonitoringistodetecttheonsetofdeficitsforbothsensoryandmotor
pathways, then no single modality meets the goal; however, a combination of testing
methods might. Multimodality intraoperative monitoring uses all electrophysiological
techniquesandcanprovideintraoperativeinformationabouttheneuralstructuresatrisk.It
permitsassessmentofbothascendinganddescendingpathwaysconcurrently,providinga
certain degree of redundancy because many types of intraoperative injuries will
compromisebothmotorandsensorypathways.
IntraoperativeNeurologicComplications
Significant ASD surgery requires continuous neuromonitoring, especially during
placementofinstrumentationanddeformitycorrection.Immediateactionisrequiredwhen
damage to the spinal cord or a peripheral nerve is suspected at any time during the
procedure in response to changes of > 50% amplitude and > 10% latency in the
SSEP/MEP signals. An algorithm may aid the primary surgeon in determining the
causative factor and initiating appropriate treatment. Reassessment of neuromonitoring
signalstrengthisperformedaftereachstep.Thespecifictimingofeachofthestepslisted
belowisnotuniversal;rather,timingshouldbedeterminedonacase-by-casebasis.Each
subsequentstepisinitiated ifthepatientfailstodemonstrate improvementinneurologic
functionaftertheprevioussequentialcorrectivemaneuvershavebeenperformed.Hereis
ageneralchecklistoffactorstoconsiderwhenSCMchangesoccur:
Ten-ItemChecklistinResponsetoLosingSCMDataorMeeting
WarningCriteria(SSEPsorNeurogenicMEPs)
1.CheckwithpersonneltomakecertainSCMdataissueisreal(experiencematters).
2.Beawarethatanincreaseinbloodpressure(MAP≥80–90mmHg/systolicbloodpressure>120mmHg)may
require a quick dose of epinephrine/norepinephrine or a dopamine drip; provide blood products if needed
(hemoglobin>9).
3.Releaseanytractiononpatient’sspinalcolumn(halo,halo-femoral,etc.).
4.Palpatethedura,checkingforimpingement(ifspinalcanalisopen),suchaspriorosteotomies/laminectomies.
5.Reverseanycorrectivemaneuver;alsoconsidershorteningofspinalcolumn.
6.Confirmtheabsenceofspinalsubluxation.Considerusingtemporarybilateralrodsduringclosure.
7.Considerimplantmalposition(screw/hook/wire)iftemporallyrelated,whichmightindicateduralimpingement.
8.Orderawake-uptestifthemonitoringdatahavenotimprovedorreachedbaseline.Also,thisisagoodtimeto
takeadeepbreathandreflectonpossibleadditionalissues.
9.ConfirmthatelevatedMAPisbeingmaintained.
10.Considerapicalspinalcorddecompressiontorelievetightneuraltissue.
IncreaseSpinalCordPerfusion
Immediately following identification of neuromonitoring signal changes, the
hemodynamic and oxygenation status of the patient should be optimized to improve
perfusion to the spinal cord. The MAP is elevated to > 80 mm Hg or 20% above
baseline.
17
Hemoglobinandbloodglucoselevelsareevaluatedandcorrectedifrequired.
Bodytemperatureshouldbemaintainedat> 36.5°Ctooptimizeneuromonitoring.These
measureshavebeenshowntoincreasespinalcordperfusion.
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StagnaraWake-UpTest
Changes in neuromonitoring signal suggestive of persistent neurologic deficit may be
cause for considering a confirmatory test. Prior to the induction of anesthesia, patients
shouldbecounseledthattheywillbeaskedtoperformseveralcommandsuponawaking
from anesthesia. Frequent assessment of the patient’s neuromonitoring status is
recommended as instrumentation is placed and corrective maneuvers performed. This
enables the surgeon to most reliably pinpoint the possible inciting factor, such as a
malpositioned implant or tension on the cord caused by corrective maneuvers. Thus,
potentially problematic instrumentation can be removed or correction relaxed while
waitingforthepatienttoawakenfromanesthesiaforthewake-uptest.However,onemust
also understand that atime lag can occur between the application of acorrective force
(e.g.,distraction)andthediminution/lossofSCMsignals.Thus,prudentresponsestoany
SCM change that meets the warning criteria must be made based on the many factors
involved,includingtheMAP,anyrecentcorrectionmaneuvers,andthetypeofdata.
ReleaseofCorrection
Thesurgeonshouldconsiderreleasingthetensiononthespinewhenallparameters(e.g.,
MAP,temperature,hemoglobinlevel)havebeenreasonablyaddressedandthereisstillan
absenceof expectedmotorfunction withthewake-up test.Afterrelease ofcorrection,a
second wake-up test can be considered when SSEP/MEP signals indicate persistent
abnormality.If animprovementin thewake-up testorin neuromonitoringis discovered
afterthe releaseof surgicalcorrection,the surgeonhasthe optionof fusingthe spinein
situorattemptingamoremodestcorrection.Whennoimprovementinneurologicfunction
is elicited after the release of tension, all screws and hooks should be reassessed. The
stabilityof the spinealso shouldbe evaluated.When removalof instrumentationwould
compromisethestabilityofthespinalcolumn,suchasaftervertebralbodyresection,the
surgeonmaybeforcedtomaintain theexistinginstrumentationandfusethespine under
the least amount of tension. If osteotomies have been performed, the canal should be
examined for fragmentsofbone, Gelfoam, or bone wax, which may becontributingto
cordcompression.
Pediclescrew positionshould becritically examinedin lightof amonitoring change.
The position of each screw can be reassessed using one measure or a combination of
several. High stimulation thresholds of each fixation point, as indicated by triggered
electromyography, theoretically indicate intracortical screw position secondary to
increased resistance to current flow through cortical bone. Any pedicle screw with a
markedlylowerelectromyographythreshold(<60%)inrelationtotherestoftheconstruct
shouldbereassessed,asthismayindicateapossiblepediclewallbreach.
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Screwposition
canalsobeevaluatedwiththeuseofintraoperativefluoroscopy.Apediclescrewtippast
themidlineofthevertebral bodynotedonposteroanteriorradiographsissuggestiveofa
medial pedicle breach. In the presence of any or all of these signs, the screw may be
removed to reassess the tract with direct palpation. A small laminotomy may also be
performed to evaluate the integrity of the medial pedicle cortex with or without screw
removal. Early removal of instrumentation may increase the possibility of neurologic
improvement, provided the spine will not be significantly destabilized with removal of
instrumentation.
Theabilitytoobtainadequatepostoperativeimagingstudiesisonepotentialadvantage
ofremovalofinstrumentation.Thequalityofcomputedtomography(CT)andMRIscans
issuperiorwhennoinstrumentationispresenttocreateartifact.Eventitaniumconstructs
canproduceartifacton CTor MRIscans.AnMRIscanmay bedoneinthepresenceof
titaniuminstrumentation; otherwise,a CTscan canbe ordered. Ifthe instrumentationis
retained and standard CT or MRI scanning is inconclusive, a CT myelogram can be
performed. If an abnormality (e.g., screw malposition, hematoma) is identified, urgent
returntotheoperatingroomisindicatedfordecompressionorremovalofinstrumentation.