Adolescent and Adult Spinal Deformity: Operative Management


117 Adolescent and Adult Spinal Deformity: Operative Management


Peter G. Passias MD, Frank A. Segreto MD, Samantha R. Horn BA, and Cole A. Bortz BA


NYU Langone Health, New York University, New York City, NY, USA


Clinical scenarios



  • A 16‐year‐old girl previously diagnosed and braced for adolescent idiopathic scoliosis (AIS) presents with chronic radiating midback pain. Examination reveals a significant left thoracic prominence and abnormal gait. Radiographs show a 67° primary thoracic Cobb angle and 61° lumbar secondary Cobb angle, an increase from the previous visit. Patient reports bracing noncompliance. Patient is one‐year postmenarchal.
  • A 57‐year‐old male presents with progressive spinal deformity (ASD). Patient reports acute lower back and leg pain and difficulty ambulating and sleeping for longer than four hours. Patient has exhausted all conservative treatment options, without any pain or discomfort improvements. Radiographs reveal moderate stenosis at L2/3 and L3/4.

Top three questions



  1. Have current classification systems improved preoperative planning and fusion level determination for AIS and ASD patients?
  2. For AIS and ASD patients, do minimally invasive surgical techniques have better operative and radiographic outcomes compared to traditional open techniques?
  3. For AIS and ASD patients, does operative management achieve better correction and quality of life outcomes compared to patients treated otherwise?

Question 1: Have current classification systems improved preoperative planning and fusion level determination for AIS and ASD patients?


Rationale


Operative management of scoliosis patients begins with clinical and radiographic deformity assessment. Classification systems for AIS and ASD have been developed to reduce treatment inconsistency, guide decision‐making, and improve outcomes. While the development of consistent and reliable classification systems has gone through several iterations and arguably progressed, controversy regarding the proper course of action in optimal preoperative planning has persisted.


Clinical comment


Classification system limitations and inconsistencies could result in improper surgical indications, preoperative planning, and execution, namely improper fusion level selection and realignment resulting in several clinical consequences. For instance, suboptimal postural realignment or further coronal or sagittal decompensation may occur, resulting in issues related to pelvic obliquity, shoulder imbalance, junctional kyphosis, or suboptimal functional outcomes during inappropriate exclusion of curvature segments. Contrarily, unnecessary functional loss of motion, additive surgical duration and risk, and increased adjacent segment pathology may occur for excessive levels fused.


Available literature and quality of the evidence


Level II–IV.


Findings


Regarding AIS, the Lenke classification remains the standard.1 Comparative studies determined the Lenke classification to have good–excellent (kappa >0.75) interobserver and intraobserver reliability for curve type (kappa 0.92–0.83), lumbar modifiers (kappa 0.80–0.84), and sagittal thoracic modifiers (kappa 0.94–0.97), respectively, revealing significant improvements from the previously universally accepted King–Moe classification.24 Further, a retrospective study investigating 606 AIS patients determined that 90% of operative cases had surgically recognized structural regions of the spine predicted by the Lenke curve type.5 While the Lenke classification offers comprehensive radiographic evaluation, improved decision‐making, and good‐excellent reliability, retrospective and comparative studies have suggested that its complexity (42 curvature types) and inability to define end construct levels hinder feasibility for surgical planning.6,7


Despite controversy over operative decision‐making (31% prevalence),8 variations in operative management have reduced (18% vs 12%, p = 0.001) since the Lenke classifications implementation.9 According to the Lenke classification, major curves should be included in the fusion construct, along with the structural minor curves, leaving nonstructural minor curves to spontaneously correct.10 Selective fusion involves fusing one of two curves that crosses the midline, and the lower instrumented vertebra (LIV) extending no lower than L2. A meta‐analysis determined that for Lenke 1C curves, selective thoracic fusions decreased postoperative main thoracic Cobb angle (mean difference [MD]: −27.78° [−30.71° to −24.85°]; p <0.01), postoperative thoracolumbar/lumbar Cobb angle (MD: −16.24° [−17.99° to −14.48°]; p <0.01), and improved coronal balance (MD: 0.47 cm [0.07–0.87]; p = 0.02).11 While selective fusion maximizes postoperative mobility, corona ‐decompensation is a concern. Nonselective thoracic fusion, where LIV may extend past L2, sacrifices mobility to more definitively prevent coronal decompensation. Regarding upper instrumented vertebra (UIV) determination, the primary objective is to minimize shoulder imbalance and prevent proximal junctional kyphosis (PJK) development. UIV caudal to proximal upper‐end vertebra (Lenke 1; odds ratio [OR] = 15.91 [2.18–115.95]; p = 0.0063) and cephalad to upper end vertebra (Lenke 5, OR = 9.07 [1.77–46.45]; p = 0.0081) were significant PJK risk factors.12


After wide adaptation of the Lenke classification, the Scoliosis Research Society (SRS) classification was established to guide categorization and management of ASD. A comparative study determined the SRS classification to have moderate interobserver (kappa: 0.64), regional sagittal modifier (kappa: 0.73), and degenerative lumbar modifier (kappa: 0.65) classification reliability. Interobserver reliability for determining UIV (kappa: 0.56) and LIV (kappa: 0.77) was substantial.13 While this system describes structural curvature, it overlooks other important clinical factors relevant to ASD decision‐making (e.g. age, BMI, disability). Building off of the SRS classification, Schwab and colleagues created a system which guides operative decision‐making by identifying clinically significant radiographic parameters associated with patient‐reported outcome measures (PROMs).14 Comparative studies have determined the SRS Schwab classification to have good–excellent interobserver (kappa: 0.73–0.87) and intraobserver (kappa: 0.83–0.94) reliability.15,16 The most clinically significant SRS Schwab radiographic parameters are pelvic incidence minus lumbar lordosis (PI‐LL), pelvic tilt (PT), sagittal vertical axis (SVA), and T1 pelvic angle (TPA).17,18 A prospective comparative study determined PT, SVA, and PI‐LL to correlate most strongly with disability in operative and nonoperative cohorts, with PT ≥22° (r = 0.38), SVA ≥47 mm (r = 0.47), or PI‐LL ≥11° (r = 0.45) most strongly predictive of ODI >40 (indicative of severe disability).19 Correlations between age and PROMs also exist (r >0.510, p <0.001), with younger patients requiring more rigorous alignment objectives.20 Prospective studies have validated the use of SRS Schwab modifiers. Patients with improved PT, PI‐LL, SVA, and TPA were associated with improved SRS 22 (total, pain, activity, appearance), ODI, and physical component scale (PCS) (p <0.05).21,22 SRS Schwab modifiers also correlated with operative decision‐making. A prospective study of 527 consecutive patients determined patients with abnormal sagittal spinopelvic modifiers required major osteotomies, iliac fixation, interbody fusions, and/or decompression procedures (p <0.001).23


Resolution of clinical scenario



  • The Lenke classification offers substantial intra‐ and interobserver reliability, and comprehensive operative guidelines for multiple AIS curve types. Selective fusions for Lenke C curves correct deformity and improve coronal balance. Depending on Lenke curve type, UIV placement has been associated with certain complications (PJK, proximal curve progression, shoulder imbalance).
  • The SRS Schwab classification offers substantial intra‐ and interobserver reliability for determining ASD curve types, radiographic sagittal modifiers, degenerative lumbar modifiers, and UIV + LIV placement. Operative decision‐making should account for patient age. Sagittal spinopelvic modifiers can guide decision‐making regarding instrumentation extending to the ilium, osteotomies, and interbody fusions.

Question 2: For AIS and ASD patients, do minimally invasive surgical techniques have better operative and radiographic outcomes compared to traditional open techniques?


Rationale


Open fusions using hook and/or pedicle screw instrumentation are associated with significant blood loss, soft tissue damage, prolonged rehabilitation, and morbidity. Recent technological advances have increased utilization of minimally invasive surgical (MIS) techniques for both AIS and ASD patients. Emerging evidence gives insight into how MIS techniques compare to open surgical techniques, regarding intraoperative and postoperative outcomes.


Clinical comment


MIS techniques may provide adequate deformity correction, disability improvement, and pain alleviation while minimizing blood loss, hospital length of stay, and complication risks.


Available literature and quality of the evidence

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Nov 28, 2021 | Posted by in ORTHOPEDIC | Comments Off on Adolescent and Adult Spinal Deformity: Operative Management

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