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adultdegenerativescoliosis:stoppingatT10versusL1.Spine2006;31(19,Suppl):S185–S194PubMed
minimumfive-yearanalysisoffiftypatients.Spine2008;33:1478–1483PubMed
andfusiontothesacrum:prevalenceandriskfactoranalysisof144cases.Spine2006;31:2329–2336PubMed
3
The Use of Osteotomies for Rigid Spinal
Deformities
StephenJ.LewisandSimonA.Harris
Introduction
The use of spinal osteotomies in severe spinal deformities has enabled corrections that
were not considered possible in the past. With advanced posterior-based techniques,
excellentcorrectionsare achievedthrough a singleapproach, shorteningthe duration of
surgeryandreducingtheneedformultiplepositionchangesduringsurgery.Althoughthe
majority of corrections can be performed from the posterior direction, selective
deformitiesmayrequirecombinedanteriorprocedures.
With the improvement in surgical techniques and neuromonitoring modalities,
obtaining corrections of severe spinal deformities is now both possible and reasonably
safe.
1
 Thorough knowledge of advanced anatomy, careful preoperative planning, and
specialized instrumentation and implants provide the necessary tools for successful
surgery.Thischapterreviewsthevariousosteotomies,theindicationsfortheiruse,aswell
as the methods of maximizing corrections and minimizing both short-and long-term
complications.
PlanningtheDeformityCorrection
Although deciding whether or not to operate is the first main decision to be made,
planningthefinerdetailsoftheprocedurewillhelpensureasmootherflowofthesurgery.
The main planning should be done preoperatively, and an algorithm for key decisions
should be established preoperatively and discussed with the patient and family. For
example, if the patient does not wish to assume the increased risk associated with
achieving a morecomplete deformity correction, it isimportantto discuss what can be
achievedwithlesserreleases.Conversely,ifcorrectionisakeycomponentofthepatient’s
expectationsandthesurgicalteamcanreliablyachievethesegoalssafely,athree-column
osteotomycanbeperformediflesserosteotomiesareunsuccessful.
DeterminingtheFlexibilityoftheDeformity
Using the least risky procedure to obtain a correction is key to the safe outcome of
deformity surgery. If a similar correction can be obtained through multiple posterior
column releases, a three-column osteotomy may not be necessary. Determining the
flexibility of the curve can often be difficult, and intraoperative adjustments may be
requiredincaseswherethecurveismorestifforlessstiffthanexpected.
Helpfulcluestocurveflexibilityincludethepresenceofwidediskspaces,diskspaces
thatopenandcloseonbendingfilms,andcurvemagnitudesthatdecreasewhenthepatient
is in the prone position or with traction views. If computed tomography (CT) imaging
demonstrates anterior fusions, either congenital or from previous surgery, these fusions
willnotcorrectwithposteriorreleases,andthree-columnosteotomieswillberequired.In
contrast, good corrections can be achieved with posterior column releases through
previousposteriorfusionmassesthathavenotundergonepreviousanteriorfusions.Proper
preoperativeworkupwithlong-cassetteanteroposterior(AP)andlateralsidebenders,CT
scan,and magneticresonance imaging(MRI) shouldbedone preoperatively,so thatthe
bestpossiblepreoperativeplancanbemade.Newertechnologieswiththree-dimensional
(3D)printerscan providesurgeonswithpreoperativemodels ofthespine,to evenbetter
preparefortheultimateprocedure.
Exposure
Excellent exposure is an essential component of the procedure. Severe deformities can
make thismorechallenging; however,taking the time to obtainthenecessary exposure
willgreatlyfacilitateimplantinsertion,andgenerallyimprovetheflowoftheprocedure.It
is important to identify the spine levels, areas with previous decompressions, fusion
masses, and previous implants. In cases of revisions, knowledge of previous spinal
instrumentationwillensurethattherequiredinstrumentsareavailabletofacilitateimplant
removal.
SpinalCordBloodFlow
The blood flow to the spinal cord enters the dura through vessels that travel with the
exiting nerve root. Although nerve roots are commonly sacrificed in thoracic-level
osteotomies,taking anerveroot atthelevel oftheartery ofAdamkiewiczcould leadto
significantdetrimenttothespinalcordcirculation.
2
Thisarteryhasvariableanatomy,but
ispresentbetweenT8andL1ontheleftsideinthemajorityofpeople.Whenconsidering
osteotomiesaroundthethoracolumbarjunction,protectingandsavingthenerverootsmay
preservekeysourcesofbloodflow.
For thoracolumbar three-column osteotomies, preoperative angiography can be
performedtodeterminetheexactlocationofthearteryofAdamkiewicz.Thearteryrunsa
characteristicintradural“hairpin”loopon imaging
3
(Fig.3.1). Thelocationof theartery
mayinfluence thechoiceof levelofthe osteotomy,andthe surgeonmaychoose alevel
otherthantheapexifthearteryispresentattheapex.Injuringthisvessel,especiallyinthe
presence of hypotension, can lead to a loss of intraoperative motor evoked potential
(MEP)monitoringthatisoftendelayedfromthetimeofinjury.Withspinalcordinfarction
asone ofthemain risksofspinal cordlevelosteotomies, knowledgeofand attentionto
this artery may help prevent this devastating complication, especially in patients with
previousanteriorprocedures,wheresegmentalvesselsmayhavebeenligated.
Fig. 3.1a,b Spot image (a) and inverse (b) shots of angiography of the left T11 segmental artery showing the
characteristicintraduralhairpinloop (whitearrow),representing the arteryofAdamkiewicz.Inthispatient, the vessel
entersthe dura through theleftT11foramenand forms the loopthatextendsup to T10. With the vessel arisingtwo
levelsproximaltotheapex,avertebralcolumnresectionwasperformedatL1withoutincident.
Fixation
Achievingadequateandstablefixationisessentialtoobtainingandmaintainingdeformity
correction.Although thepediclescrew isthe mainanchor inthe majorityof constructs,
alternativessuchashooks,laminarscrews,fusionmassscrewsorhooks,wires,andbands
should be considered when pedicle screw fixation is not possible.
4
 Obtaining adequate
proximal anchors is generally the key determinant of successful constructs in thoracic
osteotomies. Osteotomies should not be attempted unless solid proximal and distal
fixationisestablished.Carefulplanningfromthepreoperativeimageswillhelptoidentify
andselecttheappropriateanchorforeachlevel.
During osteotomy closure, various methods can be utilized to protect the main
implants. Temporary devices orimplantscan be used to close the osteotomies, such as
centralrodconstructs,sparing themainscrews.
5
Theuse ofperiapicalreduction screws,
tubes, or other extenders on the screws, linking of multiple anchors to the rod before
cantileveringthereduction,andtheuseofathree-orfour-rodtechniquewithconnectors
canfacilitatereductionoftheosteotomyandcorrectionofthedeformitieswhileprotecting
themainanchors.
DeterminingtheDesiredCorrection
Theimagingshouldbecarefullystudiedtoidentifythedeformityanddeterminethetype
and magnitude of the desired correction. Careful understanding of the normal sagittal
alignment,thepelvicparameters,andthemagnitudeofthedeformitywillhelptoidentify
whichosteotomieswouldberequiredtogainthedesiredcorrection.
6,7
For fixed kyphotic deformities, correction will be achieved through anterior
lengthening, posterior shortening, or a combination of both. For coronal deformities,
correction will be achieved through concave lengthening, convex shortening, or a
combination of both. For fixed lordosis, correction can be achieved through anterior
shortening,posteriorlengthening,oracombinationofboth.Formultiplanardeformities,it
isimportantto identifytheprimary deformityordeformities,and tailoranosteotomy or
combination of maneuvers to achieve the desired correction. For example, for a fixed
kyphoticscoliosis,acombinationofposteriorshorteningandconvexshorteningcouldbe
the primary mode of correction. If a vertebral column resection (VCR) were to be
performed,alargeranteriorcageplacedontheconcavitycouldmaximizecorrection.For
fixed hyperlordosis, a formal anterior release or resection could be combined with
posteriorcolumnreleasestoachievethedesiredcorrection.
8
The magnitude of the deformity must be considered. Rough estimates of potential
correction through a single osteotomy include 10 degrees of sagittal or coronal plane
correctionthroughasingleposteriorcolumnrelease,30to35degreesofsagittaland10to
15degreesofcoronalplanethroughasinglepediclesubtractionosteotomy(PSO),and30
to50degreesofcorrectionthroughaVCRinthecoronalorsagittalplane.
9,10
ForaVCR,
morecorrectionwillbeachievedthroughadeformitywithoutapreviousfusioncompared
with one that is previously fused, as correction will be achieved only through the
osteotomysiteandnotthroughtheadjacentsegmentsincasesofpreviousfusionmasses.
Properly estimating the desired correction relative to the deformity will help plan the
numberandtypesofosteotomiesrequiredtoachievethedesiredcorrection.
11
DecidingtheLeveloftheOsteotomy
For posterior column releases (Smith Petersen, Ponte), multiple periapical osteotomies
will help achieve a gradual, multilevel correction for deformities with mobile anterior
columns.Forthree-columnosteotomies(PSO,PSOvariants,VCR),thepreferredvertebra
would be at the apex of the deformity, not tilted in the coronal or sagittal planes, and
would be appropriate for proximal and distal fixation. Other considerations include the
location of the artery of Adamkiewicz and the presence of pseudarthrosis in cases of
revisions, in which cases it would preferable be include the nonfused levels in the
osteotomy.
PlanninganOsteotomy
Puttingall theinformationtogetherwillhelp todetermine thebest optionfor deformity
correction.Arepresentativecaseisa66-year-oldwomanwithankylosingspondylitis(Fig.
3.2). Preoperative imaging with long-cassette radiographs and CT demonstrated the
autofusion of herspine. Her chief complaints aresagittal imbalance and difficultywith
forwardgaze.Herpelvicincidencemeasures55degrees,thelumbarlordosis10degrees,
withasacral slopeof5 degreesandapelvic tiltof50 degrees.Withthedesiredlumbar
lordosisbeing10degreeslessthanthepelvicincidence,andthedesiredpelvictilt being
lessthan25degrees,shewouldrequire~35degreesoflumbarlordosis.Thiscanbestbe
achievedthroughasinglelumbarPSO.
As for her thoracic spine, she has significant complaints related to her gaze. Her
thoracickyphosisfromT5toT12measures25degrees,whichiswithinthenormalrange.
Her T2-T5, however, measures 45 degrees, which is greater than the 10 to 15 degrees
expected for this region. A single PSO in this region would provide the necessary
correctiontoimprovehergaze.
Fig. 3.2a–d Representative case of a 66-year-old woman with ankylosing spondylitis as demonstrated on the
preoperativestandingposteroanteriorradiograph(a)andthesagittalCTreconstruction(b).Abnormalsagittalalignment
ischaracterizedbya low sacralslope(SS),highpelvictilt(PT) andinsufficientlumbarlordosis(LL, T12-S1) forthe
givenpelvicincidence(PI).TomaintainabalancedrelationshipofthePIandLL,anL2pediclesubtractionosteotomy
(PSO)wasperformed.ForwardgazewasimprovedwithaT3PSOtocorrecttheproximalthoracickyphoticdeformity.
StabilizationofthiscorrectionwasachievedwithaC2topelvisconstructasdemonstratedonthestandingpostoperative
long-cassetteposteroanterior(c)andlateral(d)radiographs.
ThispatientunderwentaT3andanL2PSOswithaC2-to-pelvisstabilizationthrougha
single-stage procedure, addressing both of her deformities and providing her with the
necessarysagittalbalance.
SingleProcedureorStaged
Althoughit maybe preferabletocompletethesurgery inonestage,certainfactors may
necessitate performing the procedure in two or more stages. These factors include
excessive bleeding,long duration of the surgery, medical comorbidities,and difficulties
withneuromonitoring.Recognizingthesedifficultiespreoperativelymayhelptoelectively
plan performingthese surgeriesover two separatedays. The benefitsof staging include
minimizingoperativeteamfatigue,postponingthebleedingportionoftheproceduretothe
secondday,and thepossibilityofobtainingproper imagingto checkthe positionof the
instrumentation prior to the second stage. The timing between stages is controversial.
Someadvocate ashort timeof 1to 2days, whereasothersrecommend1 to2weeks to
allow patients to achieve their normal nutritional status before proceeding. Logistical
issuesofoperativetimeandsurgicalteamavailability,aswellaspatientandfamilyissues,
alsoneedtobeconsideredinthedecision.
TheSurgicalTeam
Having a strong, cohesive surgical team with open communication is essential to the
successofthesecomplexreconstructions.Ideally,theteamshouldincludeanexperienced
spinesurgeonandanesthesiologist,skilledsurgicalassistants,anursingteamfamiliarwith
the instrumentation and procedure, an experienced neuromonitoring and radiology
technologist,andabloodconservationteam.Opencommunicationisimportant,andsuch
issues as blood pressure parameters, blood conservation strategies, neuromonitoring
changes,andinformationaboutthesurgicalfieldandthestageoftheprocedureshouldbe
reviewedfrequentlythroughoutthecase.
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ObtainingFusionAcrosstheOsteotomy
Obtaining a solid fusion across the osteotomy is important in preventing early implant
failureat thelevel oftheosteotomy. Althoughmultiple rodscan increasethe rigidityof
theconstructs,having stableanteriorandposteriorcolumns withbridgedstructuralbone
acrossalldefectsiskeytoobtainingfusion.Anteriorgraftsarenotsufficienttoovercome
largeposteriorcolumndefects.Resectedribscanbepreservedintheprocedureandused
to bridge posterior column defects following osteotomy closure.
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 Techniques of
fashioningthe rib andthe hostbed, wiringribs in place,or usingmini-screws fromthe
craniofacial internal fixation sets to secure the ribs will help re-create the structural
continuityoftheposteriorcolumn.
OsteotomyOptions
Spinalosteotomiescanbedividedintosixmaintypes
14
(Fig.3.3):
Posteriorcolumn:
1.Partialfacet
2.Completefacet
Partialbody:
3.Pediclesubtractionosteotomy(PSO)
4.Transdiskalpediclesubtractionosteotomy
Completebody:
5.Vertebralcolumnresection(VCR)
Multiplevertebrae:
6.Multiplevertebralcolumnresection
Inthisclassification,theapproachmodifierwasadded.Iftheprocedurewasperformed
fromposteriorly,theosteotomywouldhavea“P”afterthenumber.Ifacombinedanterior
and posterior surgery was performed, an “A/P” would be added after the number. For
example, if a PSO was performed from posteriorly, it would be considered a type 3P
osteotomy.AVCRperformedthroughacombinedanteriorandposteriorapproachwould
beconsideredatype5A/P.
Fig.3.3a–fSchematicofthecomprehensiveanatomicspinalosteotomyclassificationproposedbySchwabetal.Inthis
classification,Type1 (a)is a partial facet resection,type 2 (b)is acomplete facet resection,type 3 (c) is apedicle
subtraction osteotomy, type 4 (d) is a transdiskal pedicle subtraction osteotomy, type 5 (e) is a vertebral column
resection,andtype6(f)isamulti-levelvertebrectomy.(FromSchwabF,BlondelB,ChayE,etal.Thecomprehensive
anatomicalspinalosteotomyclassification.Neurosurgery2014;74:112–120,discussion120.Reprintedwithpermission.)
Types1and2:PosteriorColumnOsteotomies
Release of the facet joints and the posterior ligamentous structures, including the
ligamentum flavum, provides significant mobility to the posterior column. For any
correction to occur, the anterior column has to be mobile. With the combination of a
mobile anterior column and a released posterior column, significant correction can be
achievedin boththe coronaland sagittalplanes (Fig.3.4).For kyphosiscorrection, this
osteotomyprovidesacombinationofposteriorshorteningandanteriorlengthening.
Type 1 osteotomies involve resection of the inferior facets. This can provide some
mobilityintheposteriorcolumn.Type2osteotomiesinvolveremovalofthesuperiorfacet
andligamentousstructures.Resectionofthesuperiorfacetisthekeytotherelease.This
can be achieved without resecting the inferior facets, especially when significant
distractionofthefacetsoccurs,asisthecasewithlargekyphoticdeformities.Preservation
of the inferior facet during the osteotomy can help to maintain posterior-column bone
stock, aiding in the posterior fusion. Use of a hook-based temporary central rod to
facilitateosteotomyclosurefollowingtheposteriorcolumnreleaseproduced~10degrees
ofcorrectionperosteotomylevelinthethoracicspine(Fig.3.5).
Fig. 3.4a–f Long cassette standing (a) posteroanterior, (b) lateral, and (c) sagittal computed tomography (CT)
reconstruction of a17-year-old boy withan L2 congenital kyphosis. Notethe global compensationof thedeformity
through thoracic and lumbarhyperlordosis. Posterior columnosteotomies were performedatL1-L2 and L2-L3,with
correctionofthe deformityandstabilizationfrom(d) L1 to L3, allowing for (e) thespontaneousnormalizationofthe
thoracickyphosisandadecreasein(f)thecompensatorylumbarhyperlordosis.
Fig.3.5a,b(a)Schematicofaposteriorcolumnosteotomywithresectionofthesuperiorfacets.(b)Osteotomyclosure
is achieved with a temporary central hook-rod construct reducing the inferior facet to the proximal surface of the
pedicle. Note the flexible anterior column allowing anterior lengthening with osteotomy closure. (From Lewis SJ,
GoldsteinS,BodrogiA,etal.ComparisonofpediclesubtractionandSmith-Petersenosteotomiesincorrectingthoracic
kyphosiswhenclosedwithacentralhook-rodconstruct.Spine2014;39:1217–1224.Reprintedwithpermission.)
Type3:PedicleSubtractionOsteotomy
ThePSOis aposterior-based closing-wedgeosteotomy.It isideally suitedfor kyphosis
correctionandcanreliablyproduce25to35degreesoflordosiseveninthepresenceofa
solidlyfusedanteriorcolumn
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(Fig.3.6).PerformingthePSOasymmetricallycanenable
concomitantcoronal planecorrection.APSOcan beperformedin boththethoracic and
lumbarspines.Incasesofpelvicincidence(PI)andlumbarlordosis(LL)mismatchwith
anassociatedabnormallyhighPI, asacralPSOcanbeperformedto decreasethePIand
normalizethePI–LLrelationship.
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ThemaincomplicationsassociatedwithPSOsarebleeding,potentialnerverootinjury
orentrapment,andpseudarthrosis.Thetechniqueisdiscussedbelow.Carefulattentionto
detailcanhelpminimizethepotentialmorbiditythatcanbeseenwiththesecases.
Technique
Multiple variations of the technique have been described, but the principles of the
procedurearecommontoallofthem.
Decompression
Following exposure and implant insertion, the pedicle is isolated from all of its bony
attachments: laterally, the transverse process; distally, the pars; and proximally, the
superiorfacet.Acompletelaminectomyof theinvolvedlevelis performedaswellas of
someoralloftheadjacentlevelstoensureadequatespacefortheduralsaccentrallyupon
closure.Completeresection ofthepedicleis requiredtocreatea singleforamenfortwo
nerveroots—thenerve rootofthe osteotomylevelaswell asthenerveroot ofthelevel
proximal.Thecompleteposterior elementsofthevertebraofthe osteotomylevelshould
beresected. Atriangular posterior-basedwedge ofbone isthenremoved fromthe body,
leavingasmallamountofanteriorboneofthevertebralbody.Theanteriorcolumnactsas
ahingeduringclosure.