Metatarsophalangeal arthrodesis of the hallux: A clinical comparison of fixation methods and a review of the literature

Abstract

Background

First metatarsophalangeal joint arthrodesis (FMTPA) reliably treats severe hallux deformities. While fixation techniques differ biomechanically, there is no evidence that this influences clinical outcomes. This study compares clinical and radiologic results across three fixation methods.

Methods

One hundred and ten FMTPA were performed, followed for a mean of 41 months (range, 12–156). Plate-and-screws were used in 74 feet, staples in 28 and crossed-screws in 8. Diagnoses included advanced hallux rigidus (72%), hallux valgus with severe deformity (19%) and rheumatoid foot with advanced osteoarthritis (9%). Clinical outcomes included transfer metatarsalgia, pain and functionality (assessed with the European Foot and Ankle Society (EFAS) score). Radiological analysis studied union rate and hallux alignment, assessed using the hallux valgus (HVA), intermetatarsal (IMA) and dorsiflexion angles (DFA) of the first metatarsophalangeal joint.

Results

Twenty-five patients (23%) experienced pain in the operated hallux and 22 (20%) developed transfer metatarsalgia. Mean EFAS score was 29 ± 6, with no differences between techniques (p = 0.95). Eleven patients showed nonunion (10%), without differences (p = 0.46), but 3 patients needed revision surgery due to symptoms. Mean HVA was 10.4º ± 10º, with no differences between groups (p = 0.18) and mean IMA was 6º ± 3º, also with no significant differences (p = 0.38). At the end of follow-up, the mean DFA was 18° ± 11°, with a significant difference between groups (p = 0.03), indicating greater correction in hallux dorsiflexion in patients treated with plates and screws. Twelve patients (11%) required hardware removal, most of them in the plate group.

Conclusions

FMTPA is an effective procedure without major clinical differences between fixation techniques. Plate-and-screws fixation allows for a more predictable alignment of the hallux and, even with a higher number of reoperations, presents comparable functional results.

Level of clinical evidence

III; Retrospective Cohort Comparison.

Introduction

First metatarsophalangeal joint arthrodesis (FMTPA) is a well-established procedure for first-ray forefoot pathology. It is a primary treatment for hallux rigidus, offering reliable and predictable outcomes compared to osteotomies or interposition arthroplasty , . In the hallux valgus with severe deformity and osteoarthritis, FMTPA addresses the joint instability and degenerative changes, as well as bone loss secondary to rheumatic degeneration ,, . Currently, it is also the gold standard in revision surgery in which there has been a shortening of the first ray, delivering excellent functional results along with the addition of a graft , .

Successful arthrodesis hinges on achieving joint fusion through rigid fixation, optimal alignment between metatarsal and proximal phalanx, and adequate compression to stimulate bone healing ,,, . The hallux position is critical to avoid complications; poor alignment alters gait loading, shifting force laterally onto the lesser metatarsals and increasing nonunion risk. Optimal alignment recommendations include an interphalangeal valgus (HVA) of 10–15º, a dorsiflexion angle (DFA) of 25–30º and a neutral axial rotation ,,,,, . A DFA below 10º increase pressure on the distal phalanx, while a DFA close to 40º overloads the metatarsal head . For some authors, FMTPA malposition has been associated with worse clinical outcomes and higher nonunion rates ,,,,, .

There are different methods of FMTPA fixation, including dorsal plating, compression screws, pre-bended staples and Kirschner wires. Fixation with a dorsal neutralization plate and a lag screw is the most widely used technique ,,,, . While ideal biomechanical placement would be plantar, neurovascular structures require it to be placed in the dorsal area of the metatarsophalangeal joint , . When placed dorsally, adding a plantar interfragmentary screw improves compression and fusion rates ,, . Plates with locked screws have not demonstrated additional clinical benefit and they do increase costs , . On the other hand, shape-memory staples are gaining popularity for their constant dynamic compression, simple application, and low soft-tissue profile ,,,,, .

Recent biomechanical studies have shown that dorsal plating with a lag screw delivers superior strength and resistance compared to other constructs such as crossed compression screws, shape-memory staples, or Kirschner wires ,,,,, . However, this biomechanical advantage has not yet translated into clinical superiority, and there is no consensus on a preferred fixation technique ,,,,, . The aim of this study is to compare the clinical and radiological results of the three types of fixation used in FMTPA, as well as their complications.

Material and methods

Patient characteristics

We conducted a retrospective review of all patients who underwent FMTPA at our center from 2016 to 2023. Five experienced foot-and-ankle surgeons were involved in the surgeries. Indications included: stage 3 or 4 hallux rigidus, severe hallux valgus deformity (HVA > 40° or intermetatarsal angle (IMA) > 20°) with degenerative changes, and rheumatoid degeneration with advanced osteoarthritis . Only patients treated with one of the three fixation methods and with a minimum clinical and radiographic follow-up of 12 months were included. Demographic characteristics, medical comorbidities and additional procedures were collected. Ethical approval was obtained prior to the study (PI-6410).

A total of 110 FMTPA procedures were performed in 102 patients, 79 women and 31 men, with a mean age of 66 years (range 31–88), and mean follow-up of 41 months (range 12–156). Fifty patients (45%) had comorbidities: 21 with diabetes, 16 were active smokers and 13 were on immunosuppressive therapy. Surgical indications were hallux rigidus in 79 patients (72%), hallux valgus in 21 (19%) and rheumatoid degeneration in 10 (9%). All procedures were performed supine using popliteal nerve block and an ankle tourniquet. Fixation methods included dorsal locking plate with lag screw (Anchorage, Stryker®) in 74 feet (67%), two pre-bent staples in orthogonal configuration (Easyclip, Stryker®) in 28 (25%) and two solid crossed-compression screws in 8 (7%). Table 1 displays the distribution of fixation methods by diagnosis. Additionally, 53 concomitant procedures (48%), most commonly second and third metatarsal shortening osteotomies, were performed on lesser toes.

Table 1

Distribution of fixation techniques according to diagnosis.

Fixation technique and diagnosis
All patients (n = 110) Plate and screws (n = 74) Staples (n = 28) Crossed screws (n = 8)
Hallux rigidus, n (%) 79 (72) 56 (76) 20 (72) 3 (37.5)
Hallux valgus, n (%) 21 (19) 14 (19) 4 (14) 3 (37.5)
Rheumatoid, n (%) 10 (9) 4 (5) 4 (14) 2 (25)

Operative technique and postoperative care

A medial linear incision centered on the MTP joint allowed longitudinal capsulotomy and subperiosteal exposure. Osteophytes were resected, joint surfaces prepared, and adhesions released via plantarization of the phalanx. Guidewires were placed in the metatarsal and phalanx, followed by cup-and-cone reaming of the articular surfaces ( Fig. 1 ). The hallux was aligned to 10–15° valgus, 25–30° dorsiflexion, and neutral rotation, temporarily fixed with wires on a flat surface simulating weight-bearing ( Fig. 2 ). After definitive fixation, capsular and layered soft-tissue closure was performed. Patients began weight-bearing in an orthopedic shoe on postoperative day one.

Fig. 1

Preparation of the articular surfaces with cup-in-cone reamers and perforations. Desired alignment temporarily fixed with wires.

Fig. 2

Definitive fixation of FMTPA with plate and screws and with orthogonal staples.

Clinical and radiological assessment

Clinical outcomes included foot pain using a VAS scale and transfer metatarsalgia throughout the follow-up. Functional assessment was performed using the European Foot and Ankle Society (EFAS) score. Complications included hardware-related pain, wound healing disturbances, and the need for revision surgery.

Weight-bearing anteroposterior and lateral radiographs were evaluated preoperatively, at 6 weeks post-operatively, and at final follow-up ( Figs. 3 and 4 ). Radiographic analysis included union rate, HVA, IMA and DFA.

Fig. 3

From left to right, AP weight-bearing x-ray of FMTPA fixed with plate and screws, staples and crossed screws. Additional procedures were performed on the lesser metatarsals.

Fig. 4

From top to bottom, lateral weight-bearing x-ray of FMTPA fixed with plate and screws, staples and crossed screws.

Statistical analysis

Statistical analysis was performed with the SPSS Statistics program (version 26.0; IBM, Armonk, NY, USA). A normality analysis of the continuous quantitative variables was carried out. Continuous quantitative variables with a normal distribution were presented as mean and standard deviation, while categorical variables were presented as absolute frequencies and proportions. Effect sizes for categorical variables were expressed as odds ratios with 95% confidence intervals. Comparisons between categorical variables were performed using the chi-square test. For contingency tables with low expected frequencies, logistic regression was applied. For quantitative variables 2 ° of freedom omnibus ANOVA test was performed, followed by a post hoc Bonferroni correction for multiple comparisons. Statistical significance was set at p < 0.05.

Results

Clinical outcomes according to the fixation technique

At final follow-up, 25 patients (23%) reported hallux pain, with a mean VAS of 1.9 (range 0–6). Transfer metatarsalgia was developed in 22 patients (20%), of whom 15 (68%) received initial surgery on the lesser metatarsals. Additionally, 49 patients (44%) had hip, knee, or spine osteoarticular conditions that could influence gait disturbances. The mean EFAS score was 29 (range 11–40). No differences were found between fixation techniques in the incidence of transfer metatarsalgia (p = 0.85), pain (p = 0.82), or mean EFAS score (p = 0.95) ( Table 2 ).

Table 2

Clinical outcomes according to fixation method. VAS visual analog scale, EFAS European Foot and Ankle Society, 2df 2 ° of freedom test .

Clinical outcomes according to fixation method
All patients (n = 110) Plate and screws (n = 74) Staples (n = 8) Crossed screws (n = 28) p-value
(2df)
Pain over the operated hallux, n (%) 25 (23) 20 (27) 4 (14) 1 (12.5) 0.31
OR (95%CI) ref. 0.39 (0.05– 3.34) 0.45 (0.14– 1.46)
Pain (VAS), mean (SD) 1.9 ± 0.7 1.8 ± 0.9 1.4 ± 0.4 2.1 ± 0.7 0.82
Transfer metatarsalgia, n (%) 22 (20) 15 (20) 6 (21.4) 1 (12.5) 0.85
OR (95%CI) ref. 0.56 (0.06– 4.92) 1.07 (0.37– 3.11)
EFAS, mean (SD) 29 ± 9 28 ± 9 30 ± 11 27 ± 7 0.95

Comparative analysis of radiological results

Radiological results are shown in Table 3 . Eleven patients (10%) showed nonunion, of which 9 received a plate and screws (12%) and 2 were operated with staples (7%). All patients treated with crossed-screws achieved fusion. Most nonunions were asymptomatic, but 3 patients reported pain. No differences were found in nonunion rates according to the technique (p = 0.46) or diagnosis (p = 0.66). Only 2 patients with nonunion had associated medical comorbidities.

Table 3

Radiographic outcomes according to fixation method. HVA hallux valgus angle, IMA intermetatarsal angle, DFA dorsiflexion angle of the first metatarsophalangeal joint, PS Plate and screws, S Staples, CS Crossed screws, 1df 1 ° of freedom test , 2df 2 ° of freedom test .

Radiographic outcomes according to fixation method
All patients (n = 110) Plate and screws (PS) Staples (S) Crossed screws (CS) p-value
(2df)
p-value
(1df)
PSvsS PSvsCS SvsCS
HVA, mean (SD) 10 ± 10º 11 ± 11º 13 ± 10º 7 ± 6º 0.18
IMA, mean (SD) 6 ± 3º 6 ± 3º 6.±4º 5 ± 5º 0.38
DFA post-op, mean (SD) 19 ± 10º 26 ± 9º 18 ± 11º 12 ± 7º 0.01* 0.00* 0.00* 0.05
DFA last follow-up, mean (SD) 18 ± 11º 25 ± 8º 16 ± 10º 13 ± 8º 0.03* 0.00* 0.00* 0.07
Nonunion, n (%) 11 (10) 9 (12) 2 (7) 0 0.46

No differences were found between fixation groups in HVA (p = 0.18) or IMA (p = 0.38). The mean DFA in the immediate postoperative period was 19 ± 10º, and 18 ± 11º at final follow-up. Significant differences in DFA were observed between groups. Patients with plates and screws had a more adequate postoperative DFA (26 ± 9°, p = 0.01) and at final follow-up (25 ± 8°, p = 0.03), compared to the other groups ( Table 3 ).

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Sep 5, 2026 | Posted by in ORTHOPEDIC | Comments Off on Metatarsophalangeal arthrodesis of the hallux: A clinical comparison of fixation methods and a review of the literature

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