© Springer Science+Business Media New York 2016
J. Bryan Dixon (ed.)Muscular Injuries in the Posterior Leg10.1007/978-1-4899-7651-2_1212. Special Population Considerations in the Treatment of Posterior Leg Injuries
(1)
Department of Physical Medicine and Rehabilitation, Mayo Clinic, Rochester, MN, USA
Keywords
Posterior leg injuryPosterior limb injuryCalf injuryLower leg injuryCalf hypertrophyGrowing painsCalf strainIntroduction
This chapter will provide an overview of possible risk factors for muscular injury, along with special considerations outside of the normal muscular injury diagnoses regarding lower limb musculature within the populations of pediatrics, female gender, the aging senior, and the previously injured/disabled. The mentioned populations each have their own variable intrinsic or extrinsic factors that may subject them to injury to the posterior lower limb; however, the biggest risk factor common to muscular injury is previous muscle injury. Previous muscle injury, in conjugation with insufficient rehabilitation, predisposes patients and athletes to reinjury within the same region [1]. This predisposition may be due in part to altered mechanical characteristics of the damaged muscle following injury [2]. Therefore, it is important that clinicians are not only aware of previous musculoskeletal injuries within their patient populations but also provide adequate treatment and rehabilitation. It is also vital for physicians to educate and stress the importance of prevention and tailor management to individual injuries, patient limitations, and patient goals.
Pediatric Population
Musculoskeletal system injuries within the pediatric population can provide a unique challenge to clinicians because of the many changes that take place during the developmental years.
Growth and Development
The changes that take place in adolescents during the development, affect the muscles, bones, tendons, and ligaments in ways that predispose the pediatric population to injuries less commonly seen in adults. Tendons and ligaments are relatively stronger and more elastic compared to the epiphyseal plates; therefore, growth plate damage is more common in this group [3]. Those changes, along with structural abnormalities related to genetic or birth defects, can also predispose to injuries to the musculoskeletal system.
During the growth period, muscle growth lags behind bone growth. The gastrocnemius muscle displays one of the most functional examples of injury due to muscle growth lag [4]. The gastrocnemius, soleus, and plantaris muscles are the calf muscles that all conjoin and form the Achilles tendon, which inserts in the calcaneal apophysis. Given a child’s imbalance of bone growth to muscle growth, the pediatric population is set up for increased muscle tension in the lower limbs due to structural changes during development. Increased muscle tightness of the gastrocnemius–soleus complex may therefore predispose adolescents to both muscle and tendon strains, along with other injuries, during continual muscle activity [5]. This may also increase a child’s risk for a certain apophysitis called Sever’s disease [6]. Sever’s disease is not directly related to injury of the calf muscle; however, the calf muscles play a role in the disease process through a traction apophysitis. Sever’s disease typically affects children aged 9–11 years. The patient’s presenting symptoms are usually bilateral heel pain while running or toe walking [7]. Sever’s disease is very similar to Osgood–Schlatter disease in which repeated microtrauma leads to partial avulsion of the tendon insertion at the developing apophysis. Due to the normally dense and fragmented calcaneal apophysis normally found in many children, radiographs are usually not helpful in the diagnosis. Treatment includes nonsteroidal anti-inflammatory drugs (NSAIDs), padding of the heel, discontinuing wearing shoes contributing to damage, stretching the heel cord, and rest [7].
Also, during rapid growth, a tight gastrocnemius–soleus complex may cause a decrease in dorsiflexion in an adolescent patient. This decreased movement may change the biomechanics of the lower limb during function, for which surrounding structures must compensate. This alteration can, in turn, present increased risk of excessive foot pronation (flat foot), anterior ankle pain (impingement), and medial foot pain (plantar fasciitis) [4]. Anatomic or structural differences have been theorized to contribute to overuse injuries. Common conditions like pes cavus, pes planus, and calcaneal valgus may play a role in some injuries [3]. There are conflicting data about whether or not structural differences within the lower extremity lead to increased soft tissue injury. For example, a recent study demonstrated that muscle function of the gastrocnemius–soleus complex differed between individuals with low- and high-arched feet. Results reflected that the soleus muscle in a proportion of the subjects with low-arched feet showed a pattern of working harder during the forefoot loading phase when compared to subjects with high-arched feet [8]. These results only demonstrated trends, as no significant differences could be assessed between the two groups; nevertheless, this may show evidence that structural variation may play a role in muscle function and injury. Conversely, studies have demonstrated no increased risk of lower limb overuse injury with pes planus or limb length inequalities [9, 10]. It is clear that further longitudinal studies sampling a variety of populations need to be done to assess better the issues of calf injury related to lower limb structural abnormalities.
Compartment Syndrome
Chronic compartment syndrome has also been shown to occur in young athletes due to muscle hypertrophy and is commonly seen while running [3]. Pain, numbness, and tingling, associated with athletic activity, are often the presenting symptoms. Compartment syndrome can be both acute and chronic with acute development raising the potential of a medical emergency.
Growing Pains
Pain in the lower limbs of a growing child can be a common complaint with a multitude of etiologies. A very common diagnosis, yet one of exclusion, for lower limb pain in children is growing pains . Growing pains usually begin in children aged 4–12 years [11, 12] and are described as bilateral musculoskeletal pains affecting the lower limbs, primarily the calf and thigh muscles. The etiology of growing pains is not known, and although they occur in growing children, they are not caused by growth. Pains do not occur at the sites of growth, do not affect the growth of children, and do not overlap with periods of growth [11]. Parents have commented on increasing episodes of pain after periods of increased physical activity. Other etiologies including fatigue, postural abnormalities related to orthopedic abnormalities, overuse, and restless leg syndrome have been proposed. Pains are described as crampy or restless in legs of older children aged 6–12 years [11]. Pains usually occur during the evenings and may interrupt sleep, being severe enough to induce crying in young children. Symptom-free periods range from days to months. Pains are generally relieved by massage, heat, or analgesics such as acetaminophen or ibuprofen. The pains do not alter normal activity or movement and are not specifically linked to joints. The differential diagnosis for pains in the lower extremity is extensive; it is important to rule out all other possibilities before designating calf and thigh pain as growing pains . Serious conditions that must be ruled out when considering a diagnosis of growing pains include but are not limited to trauma, tumor, infection, osteonecrosis, and vascular pathology [11]. The natural history of growing pains is a benign one. The pain is treated symptomatically and will subside eventually within a year or two of onset as the child matures [11]. If symptoms progress to a point that they affect movement or activity, or involve worsening pain, pain during the day or activity, or if the child becomes ill, it is important to get a full workup to either exclude or diagnose a more serious cause of the pain .
Viral Myositis
Relative to other populations, the pediatric population can be more susceptible to viral myositis. There have been cases of myositis during outbreaks of influenza A and B [7]. Viral myositis is a benign, self-limiting illness that presents with muscle pain, tenderness, and sometimes swelling. The calf muscles of the lower limb are most commonly affected. Children will present with refusal to walk on their toes, and their calf muscles will be tender to palpation. It is possible for muscle enzyme to elevate up to 20–30 times the normal; however, myoglobinuria and acute renal failure have not been reported [7]. Muscle biopsy is not needed to diagnose viral myositis, but it does reveal evidence of muscle necrosis and muscle fiber regeneration. As stated previously, viral myositis is self-limiting, and recovery is seen in 3–10 days with resolution of the elevated muscle enzymes within 3 weeks [7].
Neuropathy/Myopathy
Cerebral Palsy
Cerebral palsy (CP) is a neurological disorder causing lesions of the brain during development that can lead to impairments of the neurological and musculoskeletal system, usually manifesting as spasticity, dystonia, muscle contractures, bony deformities, incoordination, and muscle weakness [13]. Spastic muscles undergo significant changes during development, often undergoing shortening to create muscle contractures, leading to joint contractures, decreased range of motion (ROM), and increased tone and stiffness [14, 15]. This sequence can lead to loss of function of the affected skeletal muscles and limb movement with declining functional ability over time. The lower limbs of children with CP and the muscles responsible for locomotion are often affected.
There have been conflicting reports regarding the physiological and structural changes within the affected skeletal muscle of CP patients. A commonly cited study conducted by Malaiya et al. showed the medial gastrocnemius of CP children aged 4–12 years to have a reduced physiological cross-sectional area, but no significant difference in fascicle length when compared to typically developed matched children [16]. This study took into account muscle volume, fascicle length, and pennation angle. A more recent study used ultrasound to study skeletal muscle in children aged 2–5 years with hemiplegic and diplegic spastic CP [14]. The results reflect medial gastrocnemius muscle volumes were 22 % less in the group with spastic CP than in the typically developed group. Results reflected a significant difference between volumes, but no significant differences in fascicle length or pennation angle at a neutral ankle angle. However, changes were seen with plantar flexion in the later measures [14].
The study theorized that the change in muscle volume and physiological cross-sectional area (PCSA) were due to a reduced number of muscle fibers in parallel and decreased muscle fiber in a cross-sectional area [14]. Spastic muscles in children with CP have also been shown to have altered fiber sizes and fiber type distributions [15]. This may also contribute to the varying muscle volumes seen in CP patients.
Conversely, studies using magnetic resonance imaging (MRI) and ultrasound to assess lower limb muscles in children affected by CP demonstrated a decrease in mean muscle volume of six major lower limb muscles as a whole (by 18 %) in CP patients. In spite of this, there was no significant difference in muscle volumes of the gastrocnemius and soleus specifically. However, in these studies the gastrocnemius muscle length was significantly reduced in CP patients. There was also evidence that suggested the Achilles tendon of patients with CP was longer, with a smaller cross-sectional area [13, 15].
Regardless, these studies suggest children with CP display muscle growth alterations that can decrease the volume and length of the gastrocnemius muscles; this, in turn, reduces the maximal muscle force production of the affected limbs and muscles and contributes to the functional limitations that these children display. Recent studies have demonstrated that muscle properties of children with CP may be altered at the cellular level [15]. Therefore, both structural and cellular alterations may affect the mechanical performance of skeletal muscles in children with CP. It is important for clinicians to be aware of these structural changes to better assess and treat patients affected by CP.
There will be a need for longitudinal studies of the natural history of muscle growth during development of CP patients, taking into account the extent of the brain lesions, the degree of motor impairment, and the level of functioning in relation to muscle structure properties in spastic CP patients [14].
Duchenne Muscular Dystrophy
Duchenne muscular dystrophy (DMD) is a fatal, X-linked muscle-wasting disease seen in male patients caused by the absence of the membrane-associated cytoskeletal protein dystrophin, due to mutation of the dystrophin gene. DMD is characterized by the progressive loss of contractile function, muscle weakness, and progressive degeneration of muscle tissue with replacement by noncontractile fat and connective tissue [17]. DMD onset is usually around 3–5 years and usually presents with intellectual impairment, in addition to speech and motor delays. Fast-twitch fibers are particularly susceptible to myopathy with DMD [18]. The muscle involvement is bilateral and symmetrical and normally affects the lower limbs first. A common finding is pseudohypertrophy of the gastrocnemii, in which they appear to be larger than normal but exhibit progressive muscle weakness [17]. DMD generally affects the proximal muscles more than the distal ones; however, the gastrocnemii are normally involved. Affected muscles are more prone to injuries occurring with repeated strain, including repeated lengthening, or eccentric contractions of sufficient load and frequency to induce fatigue injury in skeletal muscles. The load magnitude required to induce muscle damage with repeated eccentric contractions in DMD patients is much lower than that of typical normal muscles [18]. The absence of dystrophin renders muscle cells more vulnerable to damage by mechanical stress, possibly through a more injury-susceptible sarcolemma [17]. Along with increased susceptibility to injury, muscle repair in DMD patients is ineffective. One theory is that multiple rounds of degeneration and regeneration deplete the satellite cell pool responsible for muscle regeneration [17]. Therefore, patients diagnosed with DMD are at higher risk for muscle injury and damage than the general population, including distally affected muscles such as the gastrocnemii. Clinicians should be aware of the possibility of DMD in pediatric patients who present with calf complaints, including bilateral hypertrophy associated with delays or difficulty in ambulation.
Idiopathic Toe Walking
Idiopathic toe walking (ITW) is a gait abnormality illustrated by persistent toe walking without a normal heel-to-toe pattern, caused by an unspecific etiology. Toe walking is part of developmental ambulation and considered fairly normal in children, less than 2 years of age, learning to walk. Continued toe walking beyond the age of 2 years, however, warrants further investigation, as toe walking can be an early sign of a developmental disorder [19].
Toe walking usually presents bilaterally, and after 2 years of age is considered idiopathic if there is no discernible cause. Possible etiologies of ITW have been hypothesized to be due to structural differences within the Achilles tendon or difference within the fiber type of the gastrocnemius; however, the etiology remains largely unknown [19]. There are limited data surrounding the natural history of ITW. Studies show various outcomes, including both the improvement of gait to normal heel-to-toe pattern, along with other cases showing no improvement. Management includes nonoperative treatments, including physical therapy along with bracing, splinting, casting, and stretching. Surgical treatments include lengthening of the triceps surae group via percutaneous Achilles tendon lengthening, or invasive lengthening of the gastrocnemius muscle itself [19].
Observation for children less than 2 years of age who are learning to walk is the best initial treatment for toe walking. However, clinicians must be aware of possible etiologies and conditions associated with toe walking, which must be investigated further if toe walking persists, worsens, or becomes associated with other symptoms during child development.
Female Population
Gender roles affecting the musculoskeletal system have been a topic of interest. Hormones, in addition to contributing sexual characteristics and function in females, have been shown to play a role in many other tissues and organs. Of interest to the scope of this chapter, estrogen has been shown to have effects on skeletal muscles, possibly providing for a difference in gender regarding the regulation and function of the musculoskeletal system.
Hormonal Influence
Estrogen has been shown to influence many aspects of muscle physiology and function, along with potentially influencing muscle damage, inflammation, and repair [20]. There have been a number of mechanisms thought responsible for the ability of estrogen to have such an influence, including antioxidant properties, possible membrane stabilization, and inhibition of neutrophil and leukocyte infiltration during the post-damage inflammatory response [20].
A number of animal studies have demonstrated the possible protective effect of estrogen on skeletal muscles, specifically the gastrocnemius muscle in rats undergoing acute muscle strain injury. One particular study used plasma creatine kinase (CK) as a marker of muscle damage, and compared the levels of CK in different groups of female mice that were ovariectomized and exogenously treated with variable dosages of estradiol. The results reflected a decreased rise in serum CK after muscle strain in the rats with intact ovaries and ones receiving estrogen administration. The study also followed indices for antioxidants and muscle regeneration. Researchers concluded that estrogen provided protection from primary stretch injury, possibly through membrane stabilization, and from secondary muscle damage through antioxidation [21].
Hormonal Imbalances
It has been shown that female athletes with sports-induced amenorrhea or oligomenorrhea have decreased serum levels of estradiol [22]. Therefore, this population of females may not benefit from the protective influence that estrogen may have on skeletal muscles, thereby increasing their risk for muscle damage and impaired muscle regeneration.
Similarly, postmenopausal females, who are not on hormone replacement therapy (HRT), have decreased levels of serum estrogens. It is possible that this population would also not benefit from estrogen influence on muscle damage and repair and be at an increased risk for injury. An animal study [23] tested the effects of estrogen administration on immobilization-induced soleus muscle atrophy in male rats. Researchers found that compared to the placebo group, estrogen treatment significantly reduced muscle atrophy by 35 % after 10 days of immobilization.
HRT is widely known and used to protect females against osteoporosis. Studies raise the question of the protective effect that estrogen has on the muscle and if estrogen therapy may have a role in age-related muscle atrophy in the postmenopausal population. A double-blind study tested this theory on women aged 50–57 [24]. The subjects were randomly assigned to groups that consisted of exercise alone, HRT, HRT + exercise, and a control group. Among their measured outcomes were lean tissue cross-sectional areas of the quadriceps and lower leg muscles. The results of the study showed a significant increase in lean cross-sectional area of the quadriceps and lower leg muscles in the HRT group when compared to the control. The exercise alone and the HRT + exercise also showed increases in lean tissue mass of the quadriceps and lower leg muscles, with the HRT + exercise group having the highest increase of all the groups [24]. This study demonstrated that HRT has an influence on muscle mass. The results support the notion that estrogens play a beneficial role in muscle maintenance. However, further studies are needed to define a mechanism and clinical significance for the possible protective effect estrogen has on muscle atrophy.