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Abstract
Dirk H. Alander, MD Percutaneous pedicle screw fixation has evolved as a useful tool in the
Shari Cui, MD management of spinal trauma. As a minimally invasive approach, it
provides the stability of open instrumentation while limiting blood loss,
avoiding excessive muscle/soft-tissue insult, and improving
postoperative pain and mobilization. Muscle-dilating techniques also
preserve greater paraspinal muscle volume and strength compared
with open midline approaches. In patients with spinal trauma, the use
of percutaneous instrumentation and indirect reduction can
theoretically preserve the fracture hematoma and its osteogenic
inflammatory factors. The evolution of spinal instrumentation and the
refinement of indirect reduction techniques has improved the capacity
for correction of traumatic deformity. Although perioperative and short-
term results have been well described, few long-term outcomes data
exist.
From the Department of Orthopaedic
Surgery, Geisinger Medical Center,
Danville, PA (Dr. Alander), and the
P
Department of Orthopaedic Surgery, edicle screws stabilize the spine by and fracture hematoma, which limits
West Virginia University Health
Sciences Center, Morgantown, WV
obtaining purchase in all three col- interruption of the osteogenic in-
(Dr. Cui). umns.1,2 Initially described by Magerl3 flammatory factors and the healing
as a spinal external fixator, percuta- cascade. Extrapolating from the
Dr. Alander or an immediate family
member serves as a paid consultant neous pedicle screw instrumentation benefits of biologic (minimal access)
to Corelink Surgical, Saint Louis (PPSI) has evolved as a minimally fixation in patients with orthopaedic
University Practical Anatomy and invasive method of posterior stabili- trauma, we can theorize that PPSI
Surgical Education, and Ulrich
zation. Advances in instrumentation may similarly maximize the physio-
Medical; has stock or stock options
held in Pfizer; and serves as a board have improved the surgeon’s ability logic capacity of the body to heal
member, owner, officer, or committee to apply percutaneous stabilization while imparting temporary mechan-
member of the American Spinal Injury
techniques in patients with increas- ical stability.9 The use of biologic
Association, the Board of Specialty
ingly complex scenarios of high-energy indirect reduction as an initial step to
Societies, and the Cervical Spine
Research Society. Neither Dr. Cui nor spine fractures, multilevel spine in- promote remodeling in the manage-
any immediate family member has juries, and pathologic fractures. ment of spine fracture has also been
received anything of value from or has
The goals of PPSI are similar to described.10
stock or stock options held in a
commercial company or institution those of conventional open posterior
related directly or indirectly to the instrumentation, with the exception
subject of this article. of fusion. The advantages of percu- Technique
J Am Acad Orthop Surg 2018;0:1-10 taneous screw and subfascial rod
DOI: 10.5435/JAAOS-D-15-00638 placement are reductions in tissue Room Setup
disruption, blood loss, and surgical The proper room setup for PPSI
Copyright 2018 by the American
Academy of Orthopaedic Surgeons. time.4-8 In addition, PPSI preserves is essential to allow for precise repro-
soft-tissue connections, vascularity, ducible fluoroscopic imaging and a
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Percutaneous Pedicle Screw Stabilization
Incision
Individual vertical skin incisions are
made and extended down to the fas-
cia. The fascial incision should be
slightly larger than the screw head
(enough to allow the index finger to
A, Preoperative fluoroscopic image with a rotated projection of the vertebral easily pass skin and fascia). Inade-
segment demonstrating obscured end plates, which can result in misplacement
of guidewires and instrumentation, putting neural elements at risk. B, A centered quate fascial releases can catch the
AP fluoroscopic projection with the spinous process bisecting the pedicles and a screw heads during insertion, result-
leveled superior end plate, which is ideal for fluoroscopic guidance of ing in a bouncing sensation because
percutaneous instrumentation. the muscle dilators are unable to seat
onto bone. Tethering the fascial layer
under the screw head can result in
fluid workflow. Placing the long axis aid in patient positioning and frac-
pedicle stripping.
of the surgical table parallel to the ture reduction. Bolsters are adjusted
operating room walls and slightly in a way that reduces fracture dis-
offset to the center of the room pro- placement and alignment. To obtain Guidewire and Screw
vides visual cues for quick reference a perfect AP view (with the spinous Placement
and allows extra space for the fluo- processes perfectly bisecting the ped- A bone biopsy trocar (with stylet) is
roscopic machine and monitor. icles), some operating tables have the inserted through the skin and fascial
Open table frames, such as a Jackson ability to roll along the long axis of incisions onto bone. We prefer to use
frame, are preferred to allow easy the body to facilitate a true AP view of an 11-gauge bone biopsy trocar with
access of the fluoroscopy equipment. the vertebral body. Alternatively, the a 25° single-face bevel. The single
Tubes, wires, and monitoring cables patient can be rotated or bumped into bevel of the trocar can be used to
are secured to the edges of the frame, the desired position to obtain the capture the cortex and helps direct
keeping the underside of the table void desired view (Figure 1). Positioning the trajectory into and through the
of obstructions to C-arm movement. should be done with the C-arm pedicle. The tip of the trocar is
The C-arm is situated contralateral to perpendicular to the longitudinal placed so that it is centered on the
the surgeon and perpendicular to the axis of the table and perpendicular lateral margin of the pedicle on PA
prone patient, with the monitor easily to the floor, in a neutral position. fluoroscopy. Orienting the tip more
visible at the head or foot of the bed. This neutral position, at the outset, perpendicular to the cortical surface
“Parking” the C-arm cephalad or cau- helps establish a reference point aids in initial penetration of the
dad to the surgical field, rather from which the only intraoperative cortex. The trocar is advanced under
than having the technician pull the movements required of the radiol- AP fluoroscopic guidance through
machine completely away from the ogy technician should be cephalad- the pedicle. Care must be taken to
table, improves efficiency by mini- caudad translation and C-arm tilt avoid passing more than two thirds
mizing the amount of manipulation (not arc motion) to obtain the perfect of the distance across the pedicle on
required to realign the C-arm and superior end plate projection at each the AP view to minimize the risk of
replicate a desired image. Fluoros- level. encroaching on the medial pedicle
copy units with smaller image in- Fluoroscopy is used to identify and wall. Ideally, the trocar tip should be
tensifiers are less obstructive to confirm the injured segment and the at, or just past, the posterior verte-
surgical instruments. segments to be instrumented, assess bral wall on the lateral fluoroscopic
indirect reduction, and identify the view while staying in the lateral two
angular tilt for optimal vertebral thirds of the pedicle on the AP view.
Patient Positioning and body projection. Bilateral skin inci- The stylet is removed, and a guide-
Preoperative Imaging sions measuring 1.5 to 2 cm are wire is passed through the trocar and
Prior to sterile skin preparation, marked at each level to correlate with advanced into the anterior third of
fluoroscopic images are obtained to the lateral margins of each pedicle. As the vertebral body under lateral
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Dirk H. Alander, MD, and Shari Cui, MD
fluoroscopy. The trocar is removed follow and not distort the guidewire several segments onto the rod using
with care to keep the guidewire in during insertion can result in binding, multiple rod reducers. At the tho-
place. inadvertent advancement, or pre- racolumbar junction, the combination
These steps are repeated until mature removal of the wire. Toggling of regional kyphosis and lordosis can
guidewires are placed for each level to the long lever arm created by the result in difficulty passing a longer rod
be instrumented. The fascia can be screw extenders and pedicle screws through each screw head. The rod can
reincised along the guidewires to can loosen or redirect the screw out of be gently rotated up to 180° to direct
improve instrument access. The can- the vertebral body, regardless of ini- its trajectory to the next screw
nulated tools should be kept collinear tial guidewire placement. extender. Tactile feedback from
with the guidewire during insertion holding the target screw extender also
to prevent binding of the guidewire helps facilitate rod passage. In longer
and thereby prevent unwanted wire Subfascial Rod Insertion constructs, the surgeon can consider
advancement, removal, or breakage. Rods are inserted either through a undercontouring the rod and bending
After the pedicle and soft tissues have slightly enlarged incision or via a it in situ after the set screws are
been adequately prepared, the pedicle separate incision cephalad to the placed.
screw is inserted over the guidewire. proximal, or caudad to the distal, Set screws and nuts are placed in a
The guidewire should be carefully end screw extender. The rod is first sequential fashion starting with the
monitored to ensure that it is not passed in a more vertical manner to nut farthest from the rod holder, just
advanced beyond the anterior margin the top of the screw head to pass deep enough to engage the threads
of the vertebral body. under the fascia and then threaded while still allowing the rod to rotate
Failure of screw advancement can subfascially into the remaining and slide to facilitate placement of the
result from entrapment of tissue screw heads. Rod seating within remaining set screws and nuts. Final
beneath the screw head or from inad- every screw head should be con- torque locking of the nuts should be
equate preparation of the screw tun- firmed with fluoroscopy before set done sequentially either from end to
nel. Tissue entrapment can be avoided screws are placed. end or from inside out, depending on
by widening the fascial/muscle inci- Several factors can hinder rod the need for compression or distrac-
sions along the guidewires to allow placement: muscle and fascia inter- tion between any levels. Toggling
passage of the screw heads. Cannu- posed between the rod and the screw should be avoided during torque
lated pedicle screws have shallower head, bone obstruction in the path of tightening to prevent pedicle strip-
threads than standard screws have, the rod, uneven screw head height or ping or blowout of the lateral verte-
which decreases the screw pull-out alignment, and poor rod contouring. bral body wall.
force. If pedicle stripping occurs, the Care must be taken to pass the rod Prior to removal of the screw
surgeon can re-tap with larger bone under the muscle fascia and keep the extenders, AP and lateral views of the
taps and use salvage screws with a height of the screw heads consistent entire construct should be obtained to
larger thread diameter. In the thoracic between adjacent segments. Deep- assess the final construct. After the
spine, transverse processes can block seated screws may be stripped from extenders and rod holders are
screw advancement on the lateral side the pedicle when the rod is reduced removed, additional adjustments will
of the pedicle. Entering the pedicle into the screw head. Another obstacle require additional steps to remove the
slightly more medially and using a can be the adjacent facet joint. In these rod, cannulate the screw with a guide-
more vertical screw trajectory can situations, backing out the screw one wire, and remove the pedicle screw if
help avoid this impingement. Hard, to two turns will usually allow the rod needed. Screws can be revised by re-
dense bone or arthritic facet joints can to seat. Either the screw height or the directing the guidewire, retapping the
also impede screw placement. In these rod contouring, or both, can be pedicle, and placing a new screw on a
situations, the use of excessive force to adjusted to facilitate rod placement. screw extender. After final fluoroscopy
start the pedicle screw should be The use of excessive rod contouring as is done, closure is completed with small
avoided. Serial tapping and the use of the sole method of fracture reduction radius needles for fascial repair, fol-
a small mallet to tap the inserter while can result in screw stripping because lowed by routine skin sutures.
rotating the screw will more safely the force of reduction overwhelms the
capture the bone and maintain control shallow purchase power of the can-
during insertion. nulated screws. The surgeon can con- Fracture Reduction
Another pitfall is noncollinear sider dissipating the reduction forces
placement of screws and instruments encountered by each screw by simul- In polytrauma spine patients requir-
in relation to the guidewire. Failure to taneously and incrementally securing ing multidisciplinary procedures and
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Percutaneous Pedicle Screw Stabilization
Figure 3
A, Computer model depicting instrumentation of a posterior distraction injury with polyaxial screws and a short posterior rod.
Inset, Lateral fluoroscopic image showing the lumbar spine prior to reduction. B, Computer model depicting reduction
achieved by means of posterior compression, and the placement of set screws. Inset, Lateral fluoroscopic image of the
lumbar spine after reduction. C, Postoperative upright lateral radiograph demonstrating reduction and instrumentation.
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Dirk H. Alander, MD, and Shari Cui, MD
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Percutaneous Pedicle Screw Stabilization
Limitations
The purpose of fusionless percutane-
ous instrumentation is to reduce and
internally brace a fracture until heal-
ing takes place. Removal of implants
theoretically allows for the return of
increased physiologic motion at the
previously instrumented segment.
Computer model (A) and lateral intraoperative fluoroscopic images However, the capabilities of this
demonstrating the sequential placement of guidewires (B) and cannulated technology have several limitations.
percutaneous pedicle screws (C) with two monoaxial screws placed at the level Severely comminuted vertebral end
of injury. Note the alternating placement of one polyaxial and one monoaxial
screw at the levels above and below the injury. Figure 1 shows this alternating plates do not have the structural
screw configuration from the posterior view. integrity that allows direct leveraging
and reduction of the fracture. In this
situation, indirect distraction of
segments after implant removal. The injured end plate often settles to its adjacent segments via ligamentotaxis
optimal timing of removal is not yet preinstrumented position and dem- can be used to improve fracture
clear; the appropriate balance onstrates less arc motion on flexion/ position. Greater comminution at the
between protecting fracture healing extension radiographs compared level of injury and the presence of
and mobilizing vertebral segments (to with the remaining instrumented rotational or translational instability
avoid permanent stiffness) can be levels. This outcome is more common dictates extension of the fixation to at
challenging to determine. A wide in elderly patients and has not re- least two levels above and below the
range of timing for hardware removal sulted in segmental instability on injury in addition to the instrumented
has been reported. In our experience, follow-up. fractured level itself. Other potential
removing the instrumentation 3 to 4 Spinal implants can be removed on contraindications to PPSI include
months after the fracture fixation an outpatient basis. The previous pedicle discontinuity, extensively
allows adequate time for healing incisions are reused during removal. injured facets, and the inability to
while minimizing stiffness. Using this After incision, electrocautery is used obtain the correct starting point for
time frame has not resulted in frac- with a nasal speculum to split and/or placement of the guidewires.
ture collapse in our experience. The retract tissues. The set screws are Typically, ligamentous injuries are
disk level immediately superior to the exposed and removed. After all set treated with open fusion techniques.
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Dirk H. Alander, MD, and Shari Cui, MD
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Percutaneous Pedicle Screw Stabilization
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Dirk H. Alander, MD, and Shari Cui, MD
increasing body of higher-level tively prove its benefit or non- stabilization of thoracolumbar fractures: A
comparison of minimally invasive
research questioning the necessity of inferiority compared with existing percutaneously and conventionally open
fusion in patients with select tho- techniques. treated patients. Arch Orthop Trauma Surg
racolumbar spine fractures, the new 2007;127(5):335-343.
Copyright Ó the American Academy of Orthopaedic Surgeons. Unauthorized reproduction of this article is prohibited.
Percutaneous Pedicle Screw Stabilization
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