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AMA PRA Credit Designation: The American Society for Surgery of the Hand designates Planners
this Journal-Based CME activity for a maximum of 1.00 AMA PRA Category 1 Credits. David T. Netscher, MD, has no relevant conflicts of interest to disclose. The editorial and
Physicians should claim only the credit commensurate with the extent of their participation education staff involved with this journal-based CME activity has no relevant conflicts of
in the activity. interest to disclose.
ASSH Disclaimer: The material presented in this CME activity is made available by the Learning Objectives
ASSH for educational purposes only. This material is not intended to represent the only Upon completion of this CME activity, the learner should achieve an understanding of:
methods or the best procedures appropriate for the medical situation(s) discussed, but
Articular and ligamentous anatomy of the elbow important to stability
rather it is intended to present an approach, view, statement, or opinion of the authors that
may be helpful, or of interest, to other practitioners. Examinees agree to participate in this
Static and dynamic elbow instability
medical education activity, sponsored by the ASSH, with full knowledge and awareness that
Different clinical presentations of the various instability patterns
they waive any claim they may have against the ASSH for reliance on any information
Testing maneuvers to determine types of elbow instability
presented. The approval of the US Food and Drug Administration is required for procedures Deadline: Each examination purchased in 2017 must be completed by January 31, 2018, to
and drugs that are considered experimental. Instrumentation systems discussed or reviewed be eligible for CME. A certificate will be issued upon completion of the activity. Estimated
during this educational activity may not yet have received FDA approval. time to complete each JHS CME activity is up to one hour.
Provider Information can be found at http://www.assh.org/Pages/ContactUs.aspx. Copyright ª 2017 by the American Society for Surgery of the Hand. All rights reserved.
The elbow comprises a complex of bony and ligamentous stabilizers that provide both pri-
mary and secondary constraints to elbow instability. Through trauma and overuse, classic
instability patterns arise by loss of these important stabilizers. The diagnosis of elbow
instability can made using specific examination maneuvers and testing to diagnose the clinical
pattern. This article reviews the elbow’s unique anatomy and biomechanical characteristics
From the *Department of Orthopedics and Rehabilitation, University of Rochester, Rochester, Corresponding author: John Elfar, MD, Department of Orthopedics and Rehabilitation,
NY. University of Rochester, 601 Elmwood Ave., Box 665, Rochester, NY 14642; e-mail:
openelfar@gmail.com.
Received for publication June 18, 2016; accepted in revised form November 15, 2016.
0363-5023/17/4202-0008$36.00/0
No benefits in any form have been received or will be received related directly or indirectly http://dx.doi.org/10.1016/j.jhsa.2016.11.025
to the subject of this article.
and these are applied when reviewing the maneuvers and testing used to diagnose elbow
instability. (J Hand Surg Am. 2017;42(2):118e126. Copyright 2017 by the American
Society for Surgery of the Hand. All rights reserved.)
Key words Valgus instability, posterolateral rotatory instability, varus posteromedial rotatory
instability, elbow biomechanics.
E
LBOW INSTABILITY MAY ARISE through chronic and supination and as an anterior and valgus buttress
overuse syndromes or as posttraumatic of the elbow.1e3
sequelae. Patients with chronic instability clas- The coronoid process of the proximal ulna is an
sically present with pain, apprehension, or mechanical anterior and varus buttress of the elbow composed of
symptoms after movements that bring about joint tip, body, anterolateral facet, and anteromedial facet.
subluxation. A careful history should include exacer- The sublime tubercle, on the anteromedial facet, is
bating activities, pain location, mechanical symptoms, the insertion for the anterior bundle of the medial
associated neurological symptoms, athletic participa- collateral ligament (MCL).4 The osseous stability of
tion, decrease in athletic performance, prior elbow the elbow is maximized in flexion owing to sym-
trauma, and elbow surgery. A focused physical ex- metrical positioning of the coronoid and radial head
amination with specific diagnostic maneuvers can help within their respective fossae (Fig. 1).
guide the differential diagnosis.1 Judicious use of
additional imaging may confirm the suspected diag- Soft tissue anatomy
nosis and assist in preoperative planning. The collateral ligaments of the elbow are medial and
The purpose of this current concepts article is to lateral capsular thickenings that provide enhanced
discuss the osseous and ligamentous stabilizers of the stability. The MCL, also known as the ulnar collat-
elbow and to review the diagnostic maneuvers and eral ligament, comprises 3 ligamentous portions:
imaging studies used to evaluate classic elbow anterior bundle (AMCL), posterior bundle, and
instability patterns. transverse ligament (Cooper ligament). The AMCL
and the posterior bundle originate at the ante-
roinferior medial epicondyle of the elbow. This
ANATOMY origin lies posterior to the axis of the elbow, and
Osteology therefore, elbow flexion increases ligament tension.
The elbow is a trochleogingylomoid joint composed The AMCL inserts at the sublime tubercle on the
of 2 primary motions: the ulnohumeral articulation is coronoid and the posterior bundle inserts on the
hinged, ginglymoid, and the radiocapitellar articula- medial olecranon.2,5
tion is radial, trochoid. The distal humerus is The lateral collateral ligament (LCL) is a complex
composed of 2 articulations: the trochlea, a spool- with 4 primary ligamentous portions: lateral ulnar
shaped articulation along the long axis of the distal collateral ligament (LUCL), radial collateral ligament
humerus, and the capitellum, a hemispheric structure (RCL), annular ligament, and accessory collateral
lateral to the trochlea. The trochlea has a slight pos- ligament. The LUCL and RCL originate from an
terior tilt that prevents posterior translation by relying isometric point on the inferior surface of the lateral
on the coronoid buttress.2,3 The proximal ulna con- epicondyle, providing consistent tension through
tains 2 articulations, the greater and lesser sigmoid elbow motion. The LUCL attaches to the supinator
notches. The trochlea and greater sigmoid notch have crest of the proximal ulna and is a restraint to varus
highly congruent anatomy with nearly 180 of artic- and posterolateral rotatory instability (PRLI). The
ular contact during elbow range of motion. The lesser annular ligament encircles the radial head and at-
sigmoid notch articulates with the margin of the taches to the anterior and posterior margins of the
radial head at the proximal radioulnar joint. The lesser sigmoid notch. The RCL attaches to the
radial head is a concave elliptical structure, covered annular ligament to stabilize the radial head2,4,5
with articular cartilage along the radiocapitellar joint (Fig. 2).
and approximately 270 of the articular margin; this Muscles crossing the elbow compress the elbow
articulates with both the capitellum and the lesser joint, enhancing the osseous stability of the
sigmoid notch. The radial head functions in pronation elbow and functioning as dynamic constraints.4,5 The
FIGURE 1: Osseous anatomy of the elbow. A Distal humerus. B Proximal radius. C Proximal ulna. (From Total elbow arthroplasty
design. In: Williams GR, Yamaguchi K, Ramsey ML, et al, eds. Shoulder and Elbow Arthroplasty. Philadelphia: Lippincott Williams &
Wilkins; 2005:301. Reprinted with permission.)
anconeus deserves specific attention because it is a capsule. Muscles crossing the elbow compose the
major dynamic constraint to varus and PRLI.2 The dynamic stabilizers.6
medial flexor musculature of the elbow—the flexor Normal elbow range of motion is from 0 at full
carpi ulnaris, flexor carpi radialis, flexor digitorum extension to 140 of flexion, with a range of 30
superficialis, and pronator teres—resists valgus to 130 required for activities of daily living. The
forces; and the lateral extensor musculature— radiocapitellar joint allows approximately 180 of
extensor carpi ulnaris, extensor digitorum communis, pronation-supination along an axis from the center of
extensor carpi radialis brevis, extensor carpi radialis the radial head to the distal ulna; 50 of pronation and
longus, and anconeus—resist varus forces.2,5 50 of supination are required for activities of daily
living.2
Within the ulnohumeral articulation, the coronoid
BIOMECHANICS process is the most important articular stabilizer of
Elbow stability is provided by static and dynamic the elbow. The radial head and coronoid buttress
stabilizers. There are 3 primary static constraints: the against the intrinsic posteriorly directed muscular
ulnohumeral articulation, the AMCL, and the LCL pull of the flexors and extensors to prevent posterior
complex. Secondary static constraints include the translation of the forearm. Through serial resection
radiocapitellar articulation, the common flexor ten- of the coronoid, Closkey et al7 demonstrated that
dons, the common extensor tendons, and the joint 50% of the coronoid height is necessary for elbow
FIGURE 3: Diagnostic maneuvers for valgus elbow instability. A Valgus stress test. The elbow is flexed to 20 , the forearm is supinated,
and a valgus stress is applied across the elbow. A positive test elicits pain over the medial ligaments or widening of the medial joint line.
B Milking maneuver. The elbow is flexed to greater than 90 and a valgus stress is applied through the elbow by pulling on the patient’s
thumb. C Modified milking maneuver. The arm is adducted and externally rotated, the patient’s elbow is flexed to 70 , and a valgus
stress is applied through the thumb. D, E Moving valgus stress test. The patient’s shoulder is abducted and externally rotated while the
elbow is ranged from maximal flexion to 30 flexion as a valgus force is applied. A patient with valgus instability will experience medial
elbow pain or apprehension in the 70 to 120 flexion range.
first maneuver while the examiner applies pressure on the LCL and coronoid, the varus stress causes me-
the radial head, thus preventing subluxation and chanical symptoms by loading the medial ulno-
symptoms. (3) The examiner then removes his or her humeral joint.18 Pollock et al19 evaluated multiple
thumb from the partially flexed elbow, and radial simulated examination maneuvers in LCL and ante-
head subluxation reproduces pain. This test is theo- romedial facet deficienteelbows; and the gravity-
retically more specific than the chair push-up and assisted varus stress test proved the most sensitive
prone push-up test because the relief from appre- and specific maneuver (Fig. 6).
hension makes intra-articular pathology less likely to
be causing symptoms15 (Fig. 5).
TESTING
Varus posteromedial rotatory instability Radiographs
This instability pattern occurs after an axial and Routine anteroposterior, lateral, and 2 oblique elbow
valgus load with the forearm in pronation causes a radiographs should be obtained for all patients to
fracture to the anteromedial facet of the coronoid and evaluate for underlying osseous abnormalities and
a rupture of the LCL.16,17 Immediately after trauma, associated fractures. Radiographs in valgus insta-
physical examination maneuvers may not be possible. bility may demonstrate avulsion fractures of the
However, in the subacute setting, the gravity-assisted MCL, or in chronic injuries, ossification of the MCL,
varus stress test can be used to elicit instability or loose bodies, or periarticular osteophytes. Elbow
mechanical symptoms. This test is performed with axial and oblique axial views, with the elbow in 110
the arm abducted to 90 ; the shoulder is in neutral flexion, may demonstrate posteromedial olecranon
rotation as the patient flexes and extends the elbow. osteophytes. Valgus stress radiographs may demon-
Owing to the absence of the medial buttress of strate increased ulnohumeral gapping compared with
FIGURE 4: PRLI tests. A Lateral pivot-shift test. The arm is raised above the head of the supine patient, the forearm is supinated, and a
valgus and axial force is applied as the elbow is flexed. A “dimple” proximal to the radial head will be seen at 40 of flexion that
produces a clunk with increased flexion. B, C. Chair push-up test. In a seated patient, the elbows are flexed to 90 and the forearms
supinated. The patient then pushes up on the arms of the chair and extends the elbows. D, E Prone push-up test. The patient assumes a
push-up position and supinates the forearm, then pushes up from 90 elbow flexion. A positive test will cause radial head subluxation or
pain in a patient with PLRI.
the contralateral elbow. Widening greater than 0.5 In varus posteromedial instability (VPMI), imag-
mm compared with the contralateral elbow may ing studies may demonstrate small lateral epicondyle
represent a significant MCL injury; however, the avulsion fractures and disruptions of the anteromedial
findings are inconsistent.9 An arthrogram may coronoid. Varus stress radiographs under anesthesia
demonstrate contrast leakage from the joint or a “T are the gold standard with widening seen at the
sign” from partial undersurface tearing of the MCL ulnohumeral joint.18
insertion.10
Unstressed radiographs in PLRI may show an Computed tomography
avulsion from the lateral epicondyle or widening of Computed tomography (CT) is used to evaluate bony
the radiocapitellar joint. Radial head subluxation may anatomy and characterize fractures seen after com-
create impaction fractures to the posterior capitellum. plex elbow fracture-dislocations. The coronoid frac-
The drop sign, described as an ulnohumeral distance ture seen in VPMI is best evaluated with CT, and this
greater than 4 mm on the lateral radiograph, docu- assists in preoperative planning.18 In valgus insta-
ments sagging of the ulna in the grossly unstable bility, CT arthrograms improve detection of partial
elbow. Stress radiographs obtained while performing thickness MCL tears and are between 71% and 86%
the lateral pivot-shift test demonstrate ulnohumeral sensitive and 91% specific.10 With regard to PLRI,
widening and radial head subluxation.4,20 studies have not confirmed the effectiveness of CT
FIGURE 5: Table-top relocation test for PLRI. A First component. The patient’s hand is supinated and grasps the edge of a table, then
applies an axial force and flexes the elbow. The patient will have pain or radial head subluxation at approximately 40 of flexion.
B Second component. From the starting position, the examiner applies force upon the radial head as the patient flexes the elbow. This
prevents radial head subluxation and prevents pain. C Third component. The examiner then removes his or her thumb, which causes
recurrence of the patient’s pain.