Abstract
The type of treatment for correction of hallux varus is determined by the flexibility of the metatarsophalangeal (MTP) and interphalangeal (IP) joints. Imbalance is always present between the flexor hallucis brevis (FHB) and the extensor hallucis brevis (EHB) muscles and between the abductor hallucis and adductor hallucis muscles. As with any muscle imbalance, the deformity will generally gradually increase, causing a spectrum of fixed and flexible deformities of the MTP and IP joints, with or without arthritis of either joint. Fortunately, the IP joint remains flexible in most hallux varus deformities. Over time, however, with increasing imbalance of the FHB and EHB muscles, a contracture of the IP joint develops. If this contracture is rigid or if arthritis of the IP joint is present, an arthrodesis of this joint is usually necessary. If an IP contracture is present but the joint is fairly flexible, then we try to manipulate the joint and determine if a tendon transfer without arthrodesis is possible. Release of this contracture is generally not successful because of the contracture of the FHL in addition to tightness of the plantar capsule. Once an arthrodesis of the IP joint is performed, the MTP joint deformity must be corrected either dynamically with a tendon transfer or statically through restoration of ligament stability with a tenodesis.
Key Words
Hallux varus, tendon transfer, arthrodesis, suture button, osteotomy
Decision Making for Correction
The type of treatment for correction of hallux varus is determined by the flexibility of the metatarsophalangeal (MTP) and interphalangeal (IP) joints. Imbalance is always present between the flexor hallucis brevis (FHB) and the extensor hallucis brevis (EHB) muscles and between the abductor hallucis and adductor hallucis muscles. As with any muscle imbalance, the deformity will generally gradually increase, causing a spectrum of fixed and flexible deformities of the MTP and IP joints, with or without arthritis of either joint. Fortunately, the IP joint remains flexible in most hallux varus deformities. Over time, however, with increasing imbalance of the FHB and EHB muscles, a contracture of the IP joint develops. If this contracture is rigid or if arthritis of the IP joint is present, an arthrodesis of this joint is usually necessary ( Fig. 5.1 ). If an IP contracture is present but the joint is fairly flexible, then we try to manipulate the joint and determine if a tendon transfer without arthrodesis is possible. Release of this contracture is generally not successful because of the contracture of the FHL in addition to tightness of the plantar capsule. Once an arthrodesis of the IP joint is performed, the MTP joint deformity must be corrected either dynamically with a tendon transfer or statically through restoration of ligament stability with a tenodesis.
Maintaining MTP joint mobility is ideal but not always possible because of arthritis or rigid contracture. Obviously, for a tendon transfer or tenodesis to obtain balance, the joint must be mobile and reducible. At times, however, the flexibility of the MTP joint is not clear, and passive correction with manipulation does not clarify the situation. An example is seen in Fig. 5.2 ; in the case depicted, hallux varus is present, and strapping of the hallux into valgus confirmed the flexibility of the joint. This joint reduction must be confirmed radiographically as well as clinically. It is not sufficient to push the hallux into neutral position or even valgus while the patient is seated—the same maneuver should be performed with the patient standing. This assessment will give a far better idea of the dynamic extent of the contracture, when weight-bearing forces are brought to bear on the hallux.
In the presence of a rigid deformity with contracture of the MTP joint in both varus and extension, it is unlikely that soft tissue balance can be achieved with a tendon transfer, and an arthrodesis of the MTP joint is preferable ( Fig. 5.3 ). In some patients, however, an interposition arthroplasty of the MTP joint may be a useful alternative, because arthrodesis of the MTP joint should not be performed if both the MTP and the IP joint are deformed. This situation requires a difficult treatment decision in the occasional patient who has arthritis of the MTP joint and rigid contracture of the IP joint, or vice versa. In such cases, an arthrodesis of the IP joint can be combined with an interposition arthroplasty of the MTP joint.
Accordingly, whenever possible, tendon transfer should be used to correct the deformity. However, tendon transfer is contraindicated if either arthritis or rigidity of the MTP joint is present. In certain clinical situations, despite apparent flexibility of the MTP joint, correction of deformity by restoring soft tissue balance seems implausible. In the case illustrated in Fig. 5.4 , the patient had a very long first metatarsal with imbalance of the abductor and adductor hallucis muscles. Although an arthrodesis or an interposition arthroplasty of the joint can be considered in such instances, our preference would be to shorten the first metatarsal with an osteotomy (a scarf osteotomy is useful here), thereby relaxing the intrinsic contractures, and obtaining further soft tissue balance with a tendon transfer if necessary.
Soft Tissue Correction
We divide the surgical approaches for correction of hallux varus into those procedures that primarily address the soft tissues (suture button fixation, extensor hallucis longus or brevis tendon transfer, or tenodesis, or abductor transfer), the bone (first metatarsal osteotomy, hallux proximal phalangeal osteotomy), or the joint (arthrodesis of the IP joint and arthrodesis or interposition arthroplasty of the MTP joint). If a soft tissue procedure is performed, the postoperative result must include balance around the hallux MTP joint. Therefore the abductor hallucis tendon should be lengthened, cut, or transferred, and a medial capsulotomy should be performed in conjunction with the lateral stabilizing procedure in all cases except MTP arthrodesis. If hallux varus is seen immediately postoperatively as a result of overplication of the medial capsule and the metatarsal is well aligned, simple strapping of the hallux into valgus may suffice to stretch the tight medial capsule. If hallux valgus persists in the early postoperative period, release of the abductor tendon or capsule may be sufficient to correct deformity as long as overcorrection of the intermetatarsal (IM) angle is not present. If overcorrection of the IM angle is noted, a revision of the osteotomy/first tarsometatarsal (TMT) fusion is required to correct the deformity, and this should be performed as soon as it is noted in the postoperative period to minimize the risk of secondary soft tissue contractures.
Tendon Transfers
Various tendon transfers are available for correction of dynamic deformity. The use of the entire extensor hallucis longus (EHL) tendon in conjunction with arthrodesis of the IP joint has been described in the literature, but this is not our preferred procedure. Even if rigid deformity of the IP joint is present and an IP arthrodesis is necessary, we prefer to use half of the EHL for the transfer, maintaining the remaining half as a dorsiflexor of the hallux ( ). If the IP joint is flexible, fusing the joint is unnecessary, and transfer of either a portion of the EHL tendon (a split transfer of the EHL tendon) or the entire EHB tendon is performed ( Figs. 5.5 and 5.6 ). Distinguishing a tendon transfer, which has the potential for dynamic correction of deformity, from a tenodesis, in which the tendon is used statically, is relevant here (see Fig. 5.6 ). Both procedures apply to the EHL and EHB tendon transfer, because both may function as either a tenodesis or a dynamic transfer.