Hallux Valgus
J. Turner Vosseller, MD
Joseph L. Ciccone, PT, DPT, SCS, CIMT, CSCS
Dr. Vosseller or an immediate family member serves as a paid consultant to DJ Orthopaedics; and serves as a board member, owner, officer, or committee member of the American Academy of Orthopaedic Surgeons, the American Orthopaedic Association, and the American Orthopaedic Foot and Ankle Society. Neither Dr. Ciccone 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 article.
Introduction
Hallux valgus deformity, colloquially known as a bunion, is a result of medial deviation of the first metatarsal with a resultant increase in the intermetatarsal angle between the first and second metatarsals. In patients who have pain associated with this deformity that precludes normal activity or becomes a limiting problem, surgery is a reasonable option in an effort to correct the bony deformity and thereby decrease the related pain.
Hallux valgus is one of the most common foot deformities seen in orthopaedic clinical practice. This pathology can cause a cascade of events affecting the foot as well as more proximal joints in the lower extremity. It has been linked to foot pain, impaired gait patterns, poor balance, and falls in older adults. It is more common in females, and the incidence increases with age.
A full understanding of foot anatomy, kinesiology and biomechanics is pivotal when treating this patient population. An array of factors can influence the foot and have the potential to compound the deformity. Deficits in talocrural dorsiflexion, increased pronation of the foot, and narrow shoe wear are all factors to consider. Although less common in adolescents, it can be a cause of impairment related to structural defects that predispose to the condition.
An altered plantar pressure pattern is typically seen in bunion patients, with decreased loading of the hallux and increased loading under the second and third metatarsal heads. With surgical intervention and physical therapy, these plantar pressures can be restored close to normal values, and symptoms can be eliminated. Given the multifactorial nature of this problem, it is important for the therapist to assess and address these concerns in the postoperative patient.
In general, bunion operations, of which there are quite literally over a hundred variations, all essentially consist of either cutting bones (metatarsal, phalangeal osteotomies) or fusing joints (tarsometatarsal [TMT], metatarsophalangeal [MTP]) to straighten out the first ray.
Depending on what type of operation is performed, the postoperative protocol can vary significantly. In general, metatarsal osteotomies and phalangeal osteotomies require less time non–weight bearing (NWB) than fusion operations. For the purposes of this chapter, we will talk about one specific type of metatarsal osteotomy, the scarf osteotomy, for which postoperative rehabilitation can be generalized for all metatarsal osteotomies. In addition, we will review one specific type of fusion operation, the Lapidus procedure, or first TMT fusion. Both procedures are typically accompanied by a lateral release and a medial plication of the MTP joint. The lateral release, often called a modified McBride procedure, consists of the release of the tight lateral structures (the adductor hallucis tendon, lateral joint capsule, and transverse metatarsal ligament). This lateral release and medial plication allows for appropriate realignment of the proximal phalanx on the metatarsal head. It is important to note that although rehabilitation protocols are often generalized, there should be an open communication with the surgeon and therapist to customize each individual’s progressions based on age, comorbidities, surgical procedure, tissue quality, expectation, and physical fitness levels. We will not review rehabilitation after MTP fusion, which has a more limited role in bunion treatment.
In general, metatarsal osteotomies are done for less severe deformity, whereas first TMT fusions are done for severe deformity that may include looseness at the metatarsal-cuneiform joint. While the debate over which operation is more appropriate for different types of bunions has existed for many years and has been contentious at times, most would not argue that a Lapidus provides the greatest capacity to correct deformity and keeps the bones straight, whereas a metatarsal osteotomy makes the bone crooked to make it appear straight. However, metatarsal osteotomies typically heal more readily than a first TMT fusion; thus, they usually require NWB for about half the time or less than a Lapidus would, which is not an insignificant consideration.
From a rehabilitation perspective, concerns include regaining full motion at the metatarsophalangeal joint, gait retraining, and
regaining/maintaining full strength. Most of these concerns are frankly secondary to the healing of the osteotomy/fusion. Motion can typically be regained once healing of the bones is assured.
regaining/maintaining full strength. Most of these concerns are frankly secondary to the healing of the osteotomy/fusion. Motion can typically be regained once healing of the bones is assured.
Surgical Procedures
General Overview
The principle indication for bunion surgery is pain associated with the bunion deformity. Many surgeons will hesitate to operate on anyone who does not have pain. Interestingly, the deformity and pain do not necessarily correspond in a linear fashion, meaning that sometimes people with severe deformity have little or no pain, while people with mild deformity have significant pain. It is not always logical in this sense. Once again, generally speaking, a scarf osteotomy is performed for mild and moderate-to-severe deformity, while a Lapidus procedure is for moderate-to-severe deformity.
Scarf Osteotomy
Indications
Indications for a scarf osteotomy are pain, as well as mild and moderate-to-severe deformity.
Contraindications
Contraindications to a scarf osteotomy are uncontrolled diabetes mellitus, open wounds, active infection, and anything that stands as a contraindication for an elective procedure.
Procedure
The patient typically has some form of regional anesthesia prior to the procedure. The patient is placed supine on the operating room table. The modified McBride is performed first: through an incision is made in the first web space and carried down to the lateral aspect of the MTP joint. The adductor and transverse metatarsal ligament are incised sharply off the sesamoid, with the adductor often incised off the phalanx as well.
Attention is then turned to the medial aspect of the MTP joint. A longitudinal incision is made medially, exposing the medial joint capsule, which is incised longitudinally in line with the skin incision. The median eminence is then resected in line with the metatarsal shaft. The scarf osteotomy is performed; care is taken to cut in a dorsomedial to plantarlateral direction to relatively plantarflex, or at least not dorsiflex, the metatarsal head. Once the cuts have been completed, the osteotomy is rotated and translated to correct the deformity. If the deformity correction is sufficient, then it is fixed with a minimum of two partially threaded screws. The medial capsular closure is then performed, taking care to pull the sesamoids medially and try to pull the phalanx and toe out of valgus. Often, this can be accomplished simply by the capsular closure. If it cannot be accomplished by the capsular closure, then an Akin osteotomy of the phalanx can be added to straighten the toe. The skin is then closed in layers, and a bunion dressing is applied, with the patient placed into a postoperative shoe. The wrap is applied so that it pulls the toe out of valgus.
The patient is often made NWB for a period of 2 weeks, after which the patient is allowed foot flat weight bearing in a postoperative shoe, although some surgeons allow earlier weight bearing. At the 4-week mark, the patient is allowed to weight bear as tolerated in the postoperative shoe, and the patient comes out of the postoperative shoe once swelling allows wearing a regular shoe. Swelling after bunion surgery can take some time to completely recede, with some degree of swelling often present for up to 6 months, sometimes longer. In general, patients are walking normally by 2 months out from surgery and can begin to return to sports at 3 months out from surgery.
Complications
The complications of this procedure include undercorrection, overcorrection (hallux varus), recurrence, nonunion, malunion, and loss of MTP range of motion (ROM). A circumspect surgeon should be able to avoid undercorrection, as the surgeon should not leave the operating room until sure that the deformity is adequately corrected. This adequacy is assessed in a few ways, but most notably by the position of the sesamoids under the first metatarsal head. Recurrence certainly does occur, although the rate at which it happens is not well defined, nor is its temporal occurrence clear; that is, the rate of recurrence presumably increases with time from correction, although long-term data related to this question is lacking. Nonunion is uncommon. Malunion can occur if the osteotomy shifts, although adequate fixation can largely obviate this risk. Metatarsophalangeal motion can be lost with this operation, although it can often be regained with aggressive joint mobilization once the osteotomy is healed.