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The basic steps and principles of tendon transfers in the treatment of patients with
nerve injuries or palsies is presented. Technical tips on tendon selection, tensioning,
and placement are provided. Specific transfers for different types of nerve palsies are
indicated, along with their functional outcomes.
Copyright 2004 by the American Society for Surgery of the Hand
214
ited, but balanced, functional performance by redistributing assets rather than creating new ones.
PATIENT EVALUATION
JOURNAL OF THE AMERICAN SOCIETY FOR SURGERY OF THE HAND ! VOL. 4, NO. 3, AUGUST 2004
The cause of the neuromuscular imbalance is important. Muscle imbalance usually is static after traumatic
injuries, but unusual functional loss may indicate additional progressive neuromuscular impairment. After
deep laceration of muscle, intact nerves must regenerate
across the site of injury, and distal tissue separated from
the intramuscular nerve must be reinnervated to recover
functional tension and shorten appropriately.3 Even with
recovery of reinnervation, the increased fibrotic tension
from scar and shorter residual fiber length results in
decreased total tension and diminished function of the
involved muscle. One should not transfer muscles that
have had even temporary total denervation, even if they
later regain function.4
Many developmental conditions, such as CharotMarie-Tooth progressive muscular atrophy, are complicated by an unpredictable rate of involvement.
Muscle imbalance related to vascular problems may be
limited, as in an injection injury or Volkmanns ischemia, or may be progressive secondary to a series of
cerebrovascular accidents. In these cases, muscle imbalance will never be static.
Age and intelligence are pertinent because the patient should have developed the cerebral imprint for
the function to be reconstructed, and the patient must
comprehend what is to be performed and accept the
postoperative discipline for appropriate reconstruction. The surgeon should determine if there are related
medical problems, such as chronic pain syndrome or
emotional problems that may cripple functional recovery. It is important to determine whether the
patient desires an increase in functional performance
or only cosmetic improvement.
PREOPERATIVE REHABILITATION
TIMING
OF
215
TENDON TRANSFERS
he timing of tendon transfers is a debatable procedure that varies with the level (low/distal or
high/proximal) and severity of the nerve injury. When
a precise neurorrhaphy has been performed early in a
patient with distal nerve laceration, the prognosis for
reinnervation of palsied muscles has improved over
the past decade.5-7 In these patients, selected tendon
transfers may be performed early as internal splints to
support partial function and prevent deformity while
awaiting the potential nerve recovery.
A prospective study1 was performed of 648 nerve
lesions of the upper extremity resulting from either
closed or open injuries, with the involved nerve shown
to be in continuity at the time the wound was debrided. Spontaneous recovery took 1 to 4 months for
85% of fracture dislocations or crush injuries, and 3 to
9 months for 70% of gunshot wounds.
Patients with a severe or extensive extremity injury,
a long nerve graft, or a high/proximal nerve lesion are
all candidates for a complete reconstruction program.
The potential for functional motor action is better
than recovery of normal sensibility in the high/proximal nerve palsy.
n the normal forearm and hand there are 50 muscles to activate movement. Five control supination
and pronation, 7 move the hand at the wrist, 18 flex
and extend the digits, and 20 small muscles of the
hand contribute to precise motion.8 The selected muscle-tendon unit should have amplitude adequate for
the anticipated motion. Normal amplitude approximates 33 mm for wrist movers, 70 mm for finger
flexors, and 50 mm for finger extensors and the thumb
extrinsic muscle tendons.8 Although the amplitude/
excursion of a specific tendon cannot be increased, a
muscle can be converted from monoarticular to biarticular or multiarticular by effectively using the natural dynamic tenodesis effect. For example, when the
flexor carpi ulnaris or the flexor carpi radialis (FCR) is
transferred to the extensor digitorum communis
(EDC), it is converted to a multiarticular muscle and
the effective amplitude of the tendon transfer is increased significantly by active volar flexion of the
wrist, thereby allowing the transferred wrist flexor to
216
extend the fingers fully.9 A second technique to increase amplitude is dissection of the muscle from its
surrounding fascial attachments,10 but this may bring
unwelcome hemorrhage or denervation.
The motor muscle selected for transfer should be 4!
to 5 on the Lovett scale because it will have to pull itself
free of the healing process after surgery and usually will
lose one grade of strength on Lovetts clinical scale.11
After reconstruction, the muscle selected for transfer
should have a work capacity equal to that of the antagonist muscle.12 The present action of the selected motor
muscle should be synergistic with the anticipated action,
or at least be trainable by conscious control.13 Paralyzed
muscles that have regained function after nerve suture
usually lack the individualized control and strength desirable for successful transfer.14
The force of a muscle is proportional to the crosssectional area of all its muscle fibers. Blix found that
the greatest force of contraction is exerted when the
muscle is at its resting length.15 Work is force multiplied by distance. The muscles mass is proportional
to total work capacity. Power is a measurement of
work over a period of time.12,16
MUSCLE-TENDON AMPLITUDE
AND
TENSION
SURGICAL TECHNIQUES
217
TABLE 1
Early Tendon Transfers as Internal Splints
Palsy
Functional Need
Low median
Radial
Low ulnar
Wrist extension
Thumb adduction, improve clawed fingers,
improve metacarpal arch
Available Motors
EIP to APB (and EPL) or EDM or PL or FDS (ring) to APB
(and EPL)
PT to ECRB
FDS (long with 1/2 tendon to AP, plus 2 slips to A2 pulley of
flexor sheath for flexion, or dorsal apparatus for extension)
218
OF THE
WRIST
219
TABLE 2
Isolated Radial Palsy
Needed Function
Available Motor
Wrist extension
Finger and thumb extension
PT to ECRB
FCU to EDC and EPL or FDS (middle and ring) to
EDC, EIP, and EPL or FCR to EDC and PL to FPL
sion.25 Active wrist extension is obtained by transferring the median-innervated PT to the ECRB tendon.8,24,33,34
The oldest procedure for digital extension uses the
ulnar-innervated flexor carpi ulnaris (FCU) muscletendon.8 To increase excursion, the FCU is freed from
its fascial attachments. The limiting factor is the
innervation of the FCU, which enters the muscle in its
proximal 5 cm. The FCU is directed subcutaneously
around the ulna and superficial to the tendons of the
EDC. The extensor digitorum minimi (quinti) (EDM)
is not included unless the EDC slip to the small finger
is absent. After appropriate tension is set for the EDC,
the EPL tendon is included.35 This full FCU transfer
often results in a slight radial deviation of the hand at
the wrist.8,24,31
The fingers and thumb also can be extended by the
median innervated FDS tendons to the middle and
ring fingers.8,9 The tendons are divided proximal to
the chiasma, separated from the profundi tendons and
delivered into the forearm. Just proximal to the pronator quadratus, 2 windows are incised in the interosseous membrane, one on either side of the anterior interosseous artery. The middle FDS passes to the
radial side of the profundus muscle group and the ring
FDS passes to the ulnar side. Bare FDS tendons without muscle cover will adhere to the membrane during
healing with loss of motion. The ring FDS is attached
to the tendons of the EDC and the long FDS is
attached to the EPL and extensor indicis proprius
(EIP). The anastomoses should be made well proximal
to the dorsal retinaculum, and the recipient tendons
are not divided proximal to the suture anastomoses.25
In FCU and FDS transfers, the tendons must be tight
enough to provide functional extension of the wrist,
thumb, and fingers, yet not so tight as to limit
functional flexion of the wrist and fingers. Full flexion
of the wrist is uncommon after reconstruction.
Pronator quadratus
FCR and PL
FDP
FCU
PL and FCU
FCU
220
TABLE 3
Isolated Median Palsy
Needed Function
Preferred Motor
Alternate Transfer
BR to FPL
ECRL to FPL
lnar palsy results in a hand with so many functional problems that there is no accepted program for reconstruction (Table 4). The requirements
for restoration of forearm and hand motor function
after low ulnar palsy are as follows: (1) thumb adduction power for key pinch, (2) power flexion of the
proximal phalanges and integration of MCP-IP motion, (3) thumb-index tip pinch, and (4) metacarpal
transverse arch and small finger adduction, plus (5)
volar sensibility for middle and ring fingers.
For thumb adduction, the ECRB is released from
its insertion and attached to a free tendon graft. The
graft is passed into the palm through the third intermetacarpal space and tunneled superficial (volar) to
the AP and deep (dorsal) to the flexor tendons and
neurovascular structures.40 The graft is attached to the
tendon of the APB, which improves pronation for
pinch.
For thumb-index tip pinch, an accessory slip of the
abductor pollicis longus (APL) can be elongated with
a free tendon graft and transferred to the tendon of the
first dorsal interosseous. This transfer does not appreciably increase the force of tip pinch, but it stabilizes
the index finger. Biomechanical studies show a 75%
221
TABLE 4
Isolated Ulnar Palsy
Needed Function
Thumb adduction for key
pinch (low palsy)
Thumb-index tip pinch
Preferred Motor
Alternate Transfer
PL to insertion of FCU
Paralysis of the 4 dorsal interossei, 3 volar interossei, and abductor digiti quinti prevents active abduction and adduction of the fingers, with associated
instability of the transverse metacarpal arch. Instability (flattening) of the transverse arch may contribute
to recurrent clawing after lumbrical replacement procedures. Blacker et al45 found that the EDM had the
potential to abduct the small finger through its indirect insertion into the abductor tubercle on the proximal phalanx. This action normally is balanced by the
third palmar interosseous, which becomes inactive in
ulnar palsy.46
The ulnar half of the EDM is passed between the
fourth and fifth metacarpals into the palm. If the small
finger is clawed as well as abducted, the tendon slip is
inserted through the A2 pulley of the flexor sheath. If
the small finger is not clawed, the tendon slip is
passed beneath the deep transverse metacarpal ligament and sutured into the radial collateral ligament of
the MCP joint of the small finger.24,44
Low ulnar palsy has loss of sensibility over the volar
side of the small finger and the ulnar aspect of the
volar side of the ring finger, plus additional loss of
sensibility in high ulnar palsy. There is no universal
method for improvement of the loss of sensibility;
222
TABLE 5
Combined Low (Distal) Median and Ulnar Palsy
Needed Function
Preferred Motor
Alternate Transfer
Thumb abductionopposition
Metacarpal (palmar)
transverse arch and
adduction for small finger
current techniques include free nerve grafts, vascularized nerve grafts, and digital nerve translocation. All
are technically demanding and clinically unpredictable. Lewis et al46 performed digital nerve translocation. A functioning digital nerve of median origin is
sutured into the nonfunctional distal ulnar digital
nerve of the small finger. These investigators reported
that 85% of their patients obtained sensibility of S3!
or S4 after surgery.
High ulnar palsy includes the loss of extrinsic
power for flexion of the ring and small fingers, ulnar
power for wrist flexion, and the loss of sensibility over
the dorsum of the palm and small finger.24,47
If there is marked weakness of the ring and small
fingers in isolated high ulnar palsy, I tenodese the
FDP of the ring and small fingers to the FDP of the
middle finger in the forearm.48 The index FDP is left
free. One should consider tenodesis of the FDP across
the distal IP joints of the ring and small fingers.31
Ulnar deviation is as important for wrist flexion as
radial deviation is for wrist extension. It is useful to
transfer the flexor digitorum radialis tendon to the
insertion of the FCU in a patient with high ulnar
palsy who performs activities requiring strong wrist
flexion.
THE
FOREARM
ow median-ulnar palsy is the most common combined nerve palsy (Table 5).24,39,49
The complete loss of palmar sensibility and intrinsic motor muscles produces an almost useless
and often clawed hand. Intrinsic muscle loss is the
major motor problem, and evaluation shows a flat
transverse palmar arch (metacarpal arch), with hyperextension at the MCP joints and hyperflexion at
223
TABLE 6
Combined High (Proximal) Median and Ulnar Palsy
Needed Function
Thumb adduction
(AP)key pinch
Thumb flexion (IP joint)
Thumb abduction (APB)
Metacarpal (palmar)
arch and adduction
for small finger
Wrist flexion
Median and ulnar volar
sensibility
Preferred Motor
Alternate Transfer
AND
224
TABLE 7
Combined High (Proximal) Ulnar and Radial Palsy
Needed Function
Preferred Motor
Wrist extension
Thumb adduction (key
pinch)
Clawed fingers: metacarpal
(palmar transverse arch),
and power flexion of
proximal phalanx and
integration of MCP and
IP motion
Thumb-index tip pinch
Proximal thumb stability for
abduction and wrist
flexion (radial side)
Wrist flexion (ulnar aspect)
Finger and thumb
extension
PT to ECRB
One-half FDS (middle) as split transfer,
to abductor tubercle of thumb, and
one-half FDS (middle) in 2 slips to
A2 pulley of flexor sheath for ring
and small fingers, and, later,
arthrodesis of proximal IP joints, ring,
and small fingers, if unable to extend
fully
Arthrodesis of thumb MCP joint
Tenodesis of APL to radius
Alternate Transfer
AND
atients with high ulnar-radial palsy retain radiovolar sensation, and reconstruction will improve
function (Table 7). Surgical rehabilitation is difficult
because surgical procedures need to be performed both
for finger extension and flexion and for thumb adduction and abduction.24,31,39,49 Surgery should be staged,
perhaps at 3-month intervals. The first phase might
include wrist and digit extension procedures with
thumb abduction. The second phase might include
digit flexion and thumb adduction. Splints need modification for each phase.
Patients have median sensation, but lack the precise
ulnar motor function required for precise sensibility.
Sensibility procedures are the final stage of surgical
reconstruction, and should be delayed until all tendon
transfers have healed and initial rehabilitation has
been initiated.
AND
225
TABLE 8
Combined High (Proximal) Median and Radial Palsy
Needed Function
Forearm pronation
Wrist extension and
flexion
Finger flexion
Finger and thumb
extension
Proximal thumb stability
Preferred Motor
Alternate Transfer
Thumb abduction
(opposition)
Thumb flexion
Radiovolar sensibility
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