Arthroscopy of the Elbow
Thomas V. Giel III, MD
Larry D. Field, MD
Felix H. Savoie III, MD
Dr. Field or an immediate family member serves as a paid consultant to or is an employee of Smith & Nephew; has received research or institutional support from Arthrex, Mitek, and Smith & Nephew; and serves as a board member, owner, officer, or committee member of the Arthroscopy Association of North America. Dr. Savoie or an immediate family member serves as a paid consultant to or is an employee of Mitek, Smith & Nephew, and Exactech; serves as an unpaid consultant to Cayenne Medical; has received research or institutional support from Mitek, Smith & Nephew, and Amp Orthopedics; and serves as a board member, owner, officer, or committee member of the Arthroscopy Association of North America, the American Shoulder and Elbow Surgeons, the American Academy of Orthopaedic Surgeons, the American Orthopaedic Society for Sports Medicine, and the International Society of Arthroscopy, Knee Surgery, and Orthopaedic Sports Medicine. Neither Dr. Giel nor any immediate family member has received anything of value from or has stock or stock options held in a commercial company or institution related directly or indirectly to the subject of this chapter.
INTRODUCTION
The arthroscope has proven to be the ideal tool for evaluation of intra-articular pathology about the elbow.1 However, this has not always been the case. In 1931, Burman2 described early arthroscopy of the elbow joint with a 3-mm endoscope. He concluded that the elbow is “unsuitable for examination since the joint is so narrow,” only to offer a rebuttal the next year. However, it was not until 1985, when Andrews and Carson3 described their technique, that widespread use of the arthroscope to treat elbow pathology was adopted. Early techniques centered on evaluation of the intra-articular space, synovectomy, excision of osteophytes, débridement of osteochondral lesions, and removal of loose bodies. Recently, this has expanded to include everything from ulnohumeral arthroplasty and the treatment of lateral epicondylitis to the treatment of fractures and autograft replacement for osteochondritis dissecans. It seems as though new applications are being developed constantly.
The potential advantages of treating elbow pathology arthroscopically include reducing iatrogenic insult by decreasing incision size, a more thorough evaluation of the intra-articular compartments of the elbow, and possibly reducing scarring and potential stiffness by limiting disruption of the capsule. The disadvantages center squarely on the technical requirements needed to safely and effectively perform the procedure because of the close proximity of neurovascular structures. A thorough knowledge of the anatomy of the elbow from the arthroscopist’s perspective is critical in reducing the chances of neurovascular injury.4 The purpose of this chapter is to describe the anatomy, portal placement, setup, and technique to perform a safe and thorough arthroscopic evaluation of the elbow.
ANATOMY
Prior to performing arthroscopic surgery of the elbow, a thorough understanding of the relevant anatomy must be obtained. Superficial landmarks can be palpated and marked for reference during surgery.5 Starting posteriorly, the triceps tendon and olecranon can be palpated. Moving medially, the ulnar nerve should be palpated in the groove along the posterior aspect of the medial epicondyle. A subluxable ulnar nerve is present in 16% of the population.6 The medial epicondyle should be marked. The antecubital fossa is palpated anteriorly. Laterally, the lateral epicondyle, radial head, and tip of the olecranon form a triangle marking the boundaries of the “soft spot” of the elbow.
Superficial nervous structures include the medial and lateral antebrachial cutaneous nerves. The lateral antebrachial cutaneous nerve, the termination of the musculocutaneous nerve, emerges from the distal portion of the biceps and travels laterally across the brachioradialis muscle proximal to the antecubital fossa. As it turns laterally, it branches and provides sensation for the lateral aspect of the forearm. The medial antebrachial cutaneous nerve travels along the medial arm with the basilic vein. It branches well proximal to the elbow joint and provides sensation to the medial aspect of the forearm. Damage to superficial nerves can be avoided by incising the skin only and using blunt trocars.7
The deeper neurovascular structures include the median, radial, and ulnar nerves and the brachial artery. The brachial artery emerges between the brachialis and biceps muscles lateral to the median nerve (Figure 1). It travels just medial to the biceps tendon and deep to the biceps aponeurosis. It bifurcates just distal to the joint at the level of the radial head. The median nerve travels along with the brachial artery along the anterior surface of the brachialis muscle. As it crosses the elbow joint, it is just medial to the
brachial artery. As it enters the forearm, it courses just deep to the pronator teres but superficial to the deep head of the pronator. The ulnar nerve travels posterior to the medial intermuscular septum. At the level of the elbow, it courses posterior to the medial epicondyle and can often be palpated in this area. As it enters the forearm, the ulnar nerve travels between the flexor digitorum superficialis and the flexor digitorum profundus. The radial nerve curves posteriorly around the humerus and penetrates the lateral intermuscular septum well proximal to the elbow joint (Figure 2). It then travels between the brachialis and brachioradialis muscles. It branches into the superficial radial nerve and posterior interosseous nerve just proximal to the elbow joint. The superficial radial nerve passes into the forearm just deep to the brachioradialis. The posterior interosseous nerve continues distally and courses into the supinator muscle while curving around the lateral aspect of the radial head.
brachial artery. As it enters the forearm, it courses just deep to the pronator teres but superficial to the deep head of the pronator. The ulnar nerve travels posterior to the medial intermuscular septum. At the level of the elbow, it courses posterior to the medial epicondyle and can often be palpated in this area. As it enters the forearm, the ulnar nerve travels between the flexor digitorum superficialis and the flexor digitorum profundus. The radial nerve curves posteriorly around the humerus and penetrates the lateral intermuscular septum well proximal to the elbow joint (Figure 2). It then travels between the brachialis and brachioradialis muscles. It branches into the superficial radial nerve and posterior interosseous nerve just proximal to the elbow joint. The superficial radial nerve passes into the forearm just deep to the brachioradialis. The posterior interosseous nerve continues distally and courses into the supinator muscle while curving around the lateral aspect of the radial head.
PATIENT SELECTION
Indications
Elbow arthroscopy is a valuable tool in the diagnosis and treatment of several pathologic conditions. Its indications occasionally include diagnostic arthroscopy performed for the evaluation of patients with persistent elbow symptoms, such as pain and/or popping, for whom diagnostic testing and extended nonsurgical measures have been ineffective. More commonly, elbow arthroscopy is indicated and performed for such conditions as elbow arthritis with or without the presence of loose bodies, capsular contracture, osteochondritis dissecans of the capitellum, lateral epicondylitis, synovitis, and certain intra-articular elbow fractures.
Contraindications
Contraindications include patients with gross deformity of the elbow joint that precludes safe access with arthroscopic instruments and patients for whom arthroscopic intervention has a high risk of neurologic or vascular insult. A relative contraindication to elbow arthroscopy is a patient in whom a prior ulnar nerve transposition has been performed because of the risk of anteromedial portal placement.
VIDEO 33.1 Elbow Arthroscopy: Principles, Portals, and Techniques. Champ L. Baker, Jr, MD, FACS (21 min)
Video 33.1
PROCEDURE
A video of this procedure can be seen in the video supplement.
Equipment
In most instances, a standard 4.0-mm, 30° arthroscope can be used. In rare instances, a 70° arthroscope may be used. Metal cannulas without side vents for the arthroscope and inflow as well as plastic cannulas for the instruments can reduce the insult to the capsule.7,8 Furthermore, cannulas should be changed over a switching stick whenever possible. Blunt trocars should be used to place the cannulas. Mechanical pump or gravity inflow can be used. Switching sticks can also be used as retractors intra-articularly. Most surgeons advocate the use of a tourniquet to assist with hemostasis.
Anesthesia
Anesthesia options range from general anesthesia to regional blocks, local anesthesia, and intravenous blocks. Regional blocks can be safely administered by trained anesthesia personnel and should provide adequate anesthesia for the surgical procedure. However, there is some reasonable concern that they make postoperative assessment of neurologic status difficult.7 For this reason, many surgeons also choose to avoid using local anesthetics for postoperative pain control. Furthermore, the prone position is poorly tolerated in patients without general anesthesia. Accordingly, many surgeons elect to use general anesthesia when it can be safely tolerated by the patient.9
Patient Positioning
The three patient positions for elbow arthroscopy are shown in Figure 3.
Supine Position
The supine position for elbow arthroscopy, as first described by Andrews and Carson,3 has several advantages.10 For the supine position, the patient’s surgical side is placed close to the edge of the operating table. The shoulder is abducted 90°, and the elbow is flexed 90°. After prepping and draping, a traction device is used to maintain joint distraction. This offers several advantages to the surgeon. It allows for ease of setup without having to reposition the patient. It offers the anesthesiologist easy access to the airway. It allows the use of regional blocks if needed. By positioning the extremity in this way, the elbow is placed in a position that is familiar to the surgeon. Therefore, it facilitates understanding of the intra-articular anatomy. One disadvantage is the need to have the arm fixed in a traction device, which can be difficult to set up and limits the surgeon’s ability to manipulate the arm. Another disadvantage is that it makes evaluating the posterior compartment more difficult.
Lateral Decubitus Position
The lateral decubitus position was described by O’Driscoll and Morrey in 1993.11 For this position, the patient is placed laterally on a beanbag. All bony prominences are well padded, and care is taken to pad the peroneal nerve on the leg that is down. An axillary roll is used if needed. The surgical extremity is placed up, and the shoulder is flexed to 90° and internally rotated. The elbow is flexed over a bolster or an arm holder, allowing the forearm to hang free. The advantages of this position include that it is fairly easy to position the patient and is better tolerated for regional anesthesia than the prone position. This position affords easy access to the posterior compartment of the elbow, and gravity provides joint distraction. The arm can be manipulated freely to assist with visualization. Furthermore, the lateral decubitus position provides access to the airway for anesthesia. The disadvantages include the need for a specialized arm holder or a padded bolster. Also, if the need for an anterior open procedure should arise, the patient would need to be repositioned.
Prone Position
The prone position was described by Poehling et al in 1989.12 For the prone position, the patient is rolled onto the operating table after intubation. The chest is padded with chest rolls. The nonsurgical extremity can be positioned out to the side, with the elbow flexed on an arm board or tucked at the patient’s side. The surgical extremity is abducted, and the elbow is allowed to flex to 90° with the forearm hanging freely. The extremity is placed over a bolster or a padded arm holder. Advantages to this position are similar to those of the lateral position in that gravity provides traction, and the arm can be taken through a range of motion during the arthroscopy. Furthermore, this can be done without an assistant. It also allows ample access to the posterior compartment. Disadvantages include the need to reposition for an anterior approach if needed and limited access to the airway. For this reason, the prone position is rarely used in conjunction with regional block anesthesia because the patient would have to be repositioned prone should conversion to general anesthesia be needed.
Portal Placement
Enough emphasis cannot be placed on the need for a thorough understanding of the bony and neurovascular anatomy around the elbow before proceeding with elbow arthroscopy. After adequate positioning, prepping, and draping, the landmarks about the elbow should be palpated and marked with a sterile marker. The medial and lateral epicondyles, the olecranon, and the radial head should be marked. Care should also be taken to palpate the ulnar nerve in its groove. It should be noted whether the nerve is subluxated or subluxatable before portal placement because this could lead to injury of the nerve. Its course should be marked out with the sterile marker as well. It should also be noted that all positions for elbow arthroscopy allow for flexion of the elbow at 90°. This is vital because flexion moves the neurovascular structures anteriorly farther from the joint and provides more space for portal placement.13
After the marking of the landmarks, the next step is insufflation of the joint with saline. An 18-gauge needle can be inserted into the joint through the lateral soft spot or from directly posterior into the olecranon fossa (Figure 4). Adequate placement into the joint can be confirmed by seeing the expansion of the joint along the medial and lateral joint line, by allowing backflow out of the needle, or by seeing the elbow extend slightly. The joint should accommodate 20 to 30 mL of fluid before providing resistance to flow. Insufflation of the joint has several advantages. Distention allows the cannulas to pass easily through the joint capsule and give confirmation of joint entry with egress of fluid through the cannulas. Furthermore, distention increases the distance from the joint to the neurovascular structures, making cannula placement safer.14,15