The geriatric spine



The geriatric spine



Timothy L. Kauffman and Richard Haydt


Introduction


The aging process can be ‘a pain in the neck’ or a ‘pain in the back’, literally as well as figuratively. Early in the 20th century, Schmorl and Junghann (1932) reported that 90% of males over the age of 50 and 90% of females over the age of 60 have radiographic evidence of spinal degeneration.


In regards to the lumbar spine, by the age of 45 or 50 approximately 75% of men and 60% of women have lumbar disc degeneration at grades 1–4. By age 65 the incidence increases to over 90% and 80% respectively, with increased frequency of grade 3–4 degeneration. In addition to degeneration of the lumbar discs, degeneration and spondylosis of the facet or zygapophyseal joints are common (Badley, 1987). In the cervical spine it is common for elderly individuals to experience neck symptoms, with the majority of them related to cervical spondylosis or degenerative disease of the cervical spine (Modic et al., 1989).


Spine conditions commonly occur as a result of degeneration of the intervertebral discs, with loss of the water content within the disc and subsequent disc collapse. The resultant increased loads on spinal osseous elements such as facet joints, uncovertebral joints and vertebral bodies can lead to osteophyte formation on these structures. Degenerative disc bulging, osteophyte formation and ligamentum flavum hypertrophy can encroach upon the nerve roots in the intervertebral foramen or on the spinal cord in the central canal. Lee et al. (2012) reported that the cumulative incidence of cervical and lumbar spine degeneration in the US population ranged from 12.7% to 51.5% during a recent 5- to 25-year period.


Cervical spine


Common clinical syndromes


Cervicalgia


Cervicalgia – defined as neck pain – tends to be located posteriorly in the area of the paraspinous muscles. It can easily be aggravated by driving, computer use and physical inactivity. Patients often complain of occipital headaches as well as interscapular pain. Symptoms are exacerbated by neck motion and by fully abducting the arms. The symptoms are relieved by various therapeutic modalities, including hot packs, ultrasound, electrical stimulation, traction and manual techniques such as joint and soft tissue mobilization. Immobilization with a cervical orthosis along with neck-strengthening exercises may be helpful. It should be noted, however, that older patients have difficulty wearing a soft collar because it tends to be too large and uncomfortable. Rigid supports should be used rarely.


Radiculopathy


Radiculopathy – defined as pain in a specific nerve root distribution – can result from herniation of a disc or from constriction, where the nerve root exits the spinal foramina due to the presence of osteophytes. Lower motor neuron signs and symptoms may result. Clinically, it is characterized by pain and paresthesia both proximally and distally along the involved nerve root dermatomes. It is not uncommon to find overlapping symptoms in multiple dermatomes. Additionally, weakness can be present in corresponding myotomes with C5–6 and C6–7 interspaces most commonly involved (Rana, 2011).


Myelopathy


Myelopathy – often missed but more commonly found in patients over 55 years of age. Radiographs show the typical osteophytes and narrowing of disc spaces. Compression of the spinal cord is likely if the spinal canal diameter is less than 10 mm. Typical neurological findings include lower motor neuron and reflex changes at the level of the lesion and upper motor neuron involvement below the level of the lesion. Spastic gait or other gait abnormalities are the most common clinical concern due to spinal cord compression (Beers et al., 2011). The myelopathy tends to have an insidious onset and develops gradually over a long period of time.



History, physical examination and imaging


During history-taking and physical examination it is important to differentiate between cervical spine radiculopathy and cervical myelopathy. It is extremely important to specify the type of pain and its anatomical distribution (Rana, 2011). Complaints of deep aching pain and a burning sensation specifically bilaterally or in both upper and lower extremities are suggestive of spinal cord involvement. Many patients lose hand dexterity.


Most patients present with decreased neck range of motion (ROM) and paraspinous muscle spasm. There may be tenderness directly over the spinous process. Radicular pain is typically exacerbated by moving the neck or shoulders and it is common for pain to radiate either within a specific nerve distribution down the arm, into the scapular region or proximately into the occiput. A clinical prediction rule (CPR) can aid the clinician in diagnosing cervical radiculopathy (Wainner et al., 2003). Predictor variables are: (1) cervical spine rotation toward the involved side<60°; (2) positive upper limb tension test; (3) positive cervical spine distraction test (symptom relief); and (4) a positive Spurling test. The presence of three or more predictor variables indicates a moderate shift in probability that a patient will test positive for cervical spine radiculopathy using needle electromyography. In cases of cervical myelopathy, both upper and lower neurological examination should be performed. Imaging modalities are extremely useful in differentiating various types of cervical disease. Probably the most useful test is computerized tomography (CT) with intrathecal contrast which provides excellent differential between bone and soft tissue lesions and can accurately demonstrate canal size and foraminal narrowing. Magnetic resonance imaging (MRI) is useful as a noninvasive way of evaluating the spinal cord, soft tissues and neural structures (Rana, 2011). Plain radiographs can demonstrate bony changes and obvious foraminal narrowing, but tend to be more generalized (see Chapter 14).


Differential diagnosis


In generating a differential diagnosis when working with an older individual, other diseases should be considered (Rana, 2011). Cancerous conditions that can refer pain to the neck region include metastatic lesions, leukemia, cervical spine bone or spinal cord tumors, lung cancer, Pancoast tumor, esophageal cancer and thyroid cancer. Neoplasms, the most common being metastatic tumors from carcinoma of the breast, prostate, kidney or thyroid, should be sought. Pain resulting from metastatic disease tends to be more intense at night and is often unremitting. Viscerogenic conditions such as angina, myocardial infarction or aortic aneurysm should be ruled out. Additionally, the pulmonary conditions such as a pneumothorax, pneumonia and tracheobronchial irritation should be ruled out as well (Goodman & Snyder, 2013).


Sepsis of the skeleton occurs infrequently in the cervical spine but is commonly seen in the lumbosacral spine and can occur following urogenital procedures. In those over the age of 65, sepsis of skin, soft tissue and bone accounts for 4.4% of all patients hospitalized for sepsis (Martin et al., 2006). Other inflammatory diseases can also lead to myelopathy; they include rheumatoid arthritis, ankylosing spondylitis, Reiter’s syndrome and diffuse idiopathic skeletal hypertrophy (DISH). However, most patients with such diseases present with other joint symptoms before the cervical spine becomes involved (Rana, 2011).


Cervical disc disease must be differentiated from primary shoulder disorders (Rana, 2011). Rotator cuff tendonitis, subacromial bursitis and acromioclavicular joint problems can present with shoulder pain that radiates into the paraspinous muscle area. It is possible for a patient to have both primary shoulder disease and degenerative disc disease of the cervical spine. Selective injections, particularly into the subacromial space or the glenohumeral joint, can be helpful in differential diagnosis. Polymyalgia rheumatica should also be considered when an older patient presents specifically with significant proximal pain and stiffness in the morning. This can develop into an acute emergency if the patient develops temporal arteritis and visual difficulties. A patient who presents with these symptoms should be referred to a physician immediately for evaluation and treatment.


Other neurological findings that may be confused with cervical radiculopathies include compressive neuropathies such as entrapment of the suprascapular nerve, with pain in the upper scapular region and atrophy of the rotator cuff musculature. Median and ulnar nerve compression and thoracic outlet syndrome also present with shoulder pain, along with paresthesia or weakness. Differentiation can be determined by nerve conduction studies or electromyelograms (see Chapters 32 and 33).


The bilateral vertebral arteries pass through the foramen transversarium and join to form the basilar artery and supply the circle of Willis. Age-related degenerative changes in the cervical spine may compromise this circulation, especially when the neck is extended, and are a possible cause of dizziness or balance complaints (Kesson & Atkins, 2005).


Treatment


The majority of cervical symptoms in the geriatric patient can be treated by means of physical therapy and careful monitoring. Surgery is indicated primarily in a patient with myelopathy, progressive compression of the spinal cord or significant nerve root encroachment that causes pain and progressive weakness in a specific nerve distribution. In a study involving patients over 55 years of age, 3 weeks of mechanical traction and exercise showed improvement of neck pain (Raney et al., 2009). Escortell et al. (2008) studied 90 patients with subacute or chronic neck pain, with 47 patients randomly allocated for manual therapy and 43 for transcutaneous electrical stimulation. Both manual therapy and transcutaneous electrical stimulation were found to reduce neck pain, although there were no differences between the groups. Manual techniques, such as mobilization and stretching, are often helpful but the vertebrobasilar system must be cleared. Clinically, cervical spondylosis, and especially vertebral artery compromise, may limit cervical spine ROM exercises, mobilization, manipulation and the use of the Hallpike maneuver. Cervical manipulation should be used with extreme caution because of the documented risk of encroachment on the vertebral arteries and the possibility of stroke (Carlesso et al., 2010).


If the symptoms of cervical myelopathy or radiculopathy do not respond to conservative measures an anterior cervical discectomy and fusion (ACDF) procedure is commonly performed. Good to excellent results have been obtained in 88–94% of patients undergoing the ACDF procedure. Total disc replacement (arthroplasty) surgery has been recently developed and performed, with studies showing comparable or even better results (Smith et al., 2012). In a systematic meta-analysis, Fouyas et al. (2002) reported evidence that cervical spine surgery for spondylotic radiculopathy or myelopathy did not provide greater benefits than were derived from conservative therapy at 1 or 2 years.


Thoracic spine


Disorders of the thoracic spine


The most common disorder of the thoracic spine in geriatric patients results from osteoporosis. Nearly 44 million Americans have osteoporosis and 50% of women and 20% of men over the age of 50 will incur a fracture due to osteoporosis (NOF, 2010). As bone mass decreases in elderly individuals, the vertebral bodies are at particular risk for compression fractures. A patient with multiple compression fractures in the thoracic spine can develop a severe kyphotic deformity (‘dowager’s hump’). Minimal trauma or none at all may create fragility fractures in the geriatric population with low bone mineral density (see Chapters 18 and 60). In a new fracture there is significant tenderness, with palpation of the spinous process and paraspinous muscle spasm. The neurological examination generally remains intact.


Compression fractures must be differentiated as old from new, and from malignancies. Plain radiographs are not the ‘gold standard’ (see Chapter 14, Figure 14.13). It is not uncommon for a patient with multiple myeloma or metastatic disease to present with a compression fracture (Rana, 2011). A bone scan, which may demonstrate lesions in other skeletal areas, is useful in differentiating a malignancy from a compression fracture resulting from osteoporosis.


Other thoracic spinal abnormalities include infections and degenerative disc disease. DISH is commonly found in the thoracic spine, presenting as stiffness and local pain. Other visceral problems can present as acute thoracic back pain in older patients, particularly ruptured aortic aneurysms, angina, myocardial infarctions, mediastinal tumors, breast cancer, lung infections, acute pneumonia, pneumothorax, peptic ulcer disease, kidney disease, pancreatic disease and acute cholecystitis (Goodman & Snyder, 2013). A careful physical examination and laboratory and diagnostic studies can differentiate viscerogenic from spinal disorders.


Treatment of compression fractures


Treatment of compression fractures involves analgesics and brief bedrest followed by gradual mobilization and weight-bearing with assistive devices, if required. Caution must be exercised because the biomechanics (long lever arm) of lifting a walker can actually provoke increased thoracic pain. A wheeled walker reduces biomechanical strain. Prolonged bedrest leads to further osteopenia caused by disuse and to other complications, including pneumonia and urinary incontinence. If analgesics are incapable of resolving these symptoms or if polypharmacy is a concern, a transcutaneous electrical nerve stimulation (TENS) unit may be helpful in relieving pain. External immobilization such as Jewett or other hyperextension braces are often of little use for these patients because they can be extremely uncomfortable and often cause chest compression and resultant difficulties in lung expansion and breathing. If necessary, a simple extended corset can be used for support. The Spinomed lightweight moldable brace has been shown to improve trunk strength, improve forced expiratory volume and decrease kyphosis, pain and postural sway (Pfeifer et al., 2004). Within a period of 1–2 weeks, once the symptoms have resolved, extension exercises may be useful in preventing further kyphotic deformity.


If pain persists for longer than 2–3 months, surgical intervention with kyphoplasty or vertebroplasty may be beneficial (see Chapter 18); however, efficacy is not clearly established (Kallmes et al., 2009). Chen et al. (2011) reported that a post-vertebroplasty back exercise program resulted in more favorable daily function at 2 years compared to non-exercise grouped patients. New studies investigating combined interventions of surgery with exercise, posture and body mechanics are needed. Vitamin D deficiency, a risk factor for osteoporotic fractures, and hyperkyphosis contribute to weakness and mobility dysfunction and are amenable to intervention (Katzman et al., 2010; Boucher, 2012).


Lumbar spine


Disorders of the lumbosacral spine


Clinically, the aging spine presents with a loss of height and mobility. Degenerative changes in discs and spondylosis of the zygopophyseal joints are common, with changes starting as early as the second decade of life and progressing with age (Siemionow et al., 2011). It is estimated that, by the age of 45, approximately 75% of males and 60% of females have some lumbar disc degeneration at grades 1–4. The amount increases to over 90% and 80%, respectively, by the age of 65, with increased frequency of grade 3–4 degeneration (Badley, 1987). The changes include loss of the water content, which diminishes from nearly 90% at birth to 65–71% at 75 years. Reductions also occur in the proteoglycans and number and structure of collagens (Kesson & Atkins, 2005), thereby diminishing the pliability of the intervertebral disc leading to disc collapse and protrusion. As discs collapse, instability in the adjacent vertebrae develops, often causing mechanical low back problems. In addition, significant arthritic change can lead to stenosis of the central spinal canal or the intervertebral foramina of the nerve roots.


Patients with spinal stenosis tend to have a classic presentation. Typically, there is pain in the lower back or pain radiating down both legs, usually after walking for a brief time. Symptoms are relieved with sitting or flexion of the spine but recur when walking is resumed. These symptoms of neurogenic claudication are similar to the experience of lower limb claudication resulting from vascular compromise. However, with vascular claudication, symptoms of lower extremity (LE) pain are induced by physical activity, when blood flow demand of the muscles is inadequate, and relieved by rest when muscular blood flow demand decreases. Unlike neurogenic claudication, vascular claudication is not influenced by spine postures. Clinicians often use a bicycle test to differentiate between neurogenic and vascular claudication. With neurogenic claudication LE symptoms are typically present when cycling with the spine in extension and relieved with the spine in flexion. With vascular claudication LE symptoms are not influenced by posture and are relieved with rest from cycling activity. Fritz et al. (1997a) used a two-stage treadmill to differentiate between vascular and neurogenic claudication. Treadmill walking on a 15° incline (flexed spine posture) allowed for increased tolerance compared to level treadmill walking (extended spine posture). Recovery time was more prolonged with neurogenic claudication. Physical examination of a patient with spinal stenosis often demonstrates symptoms after hyperextension of the spine which leads to narrowing of the spinal canal in the lumbosacral region resulting in cord compression. The symptoms may also be aggravated by stenosis of the vertebral foramina, which often leads to radicular symptoms in addition to the claudication.


Treatment of spinal stenosis in severe cases is almost always surgical; however, age-related comorbidities may limit this option. Often, multiple vertebrae require decompression and fusion is accompanied by spinal instrumentation to provide rigidity and stability of the spine until the vertebrae have fused. The results of decompressive spinal surgery for stenosis tend to indicate better outcomes than conservative treatment (Pearson et al., 2012), but long-term effects of surgery are variable; thus conservative care like manual therapy and strengthening exercises may offer alternatives (May & Comer, 2013).


Less invasive surgical procedures are being performed to maintain the dimensions of the spinal canal and intervertebral foramen. An interspinous process distraction spacer is surgically placed to prevent spinal canal narrowing, intervertebral foramen narrowing and compression of the spinal neural elements. These devices allow motion but limit segmental spine extension. Nandakumar et al. (2010) reported the Xstop device was effective in decompression of the stenosed segment after 2 years. These less invasive techniques are particularly adventitious in the elderly population with numerous comorbidities.


In mild cases, nonsteroidal anti-inflammatories and, occasionally, epidural steroid blocks may be helpful in relieving the patient’s symptoms. In addition to history and physical examination, the diagnosis of spinal stenosis can easily be made with the use of computerized tomography, with or without intrathecal contrast. Lumbosacral supports and corsets are often uncomfortable and provide little if any relief of symptoms. Abdominal exercises and stretching provide the most relief to a patient suffering from mechanical low back pain. Occasionally, massage, hot packs and ultrasound are also useful in resolving symptoms. Reduced weight-bearing walking in an aquatic program or harness suspension on land have been shown to reduce symptoms and improve exercise tolerance (Fritz et al., 1997b). It is important to remember many patients with spinal stenosis have osteoporosis as well as concomitant degenerative changes, thus, a therapeutic exercise program should be individualized. This program should include postural retraining and overall strengthening and conditioning, with stenosis favoring flexion and osteoporosis extension (see Chapter 60).


History and differential diagnosis


A review of systems for a viscerogenic origin of low back pain is imperative. Disorders of the cardiovascular, gastrointestinal, renal, urologic and gynecologic systems often cause low back pain (Goodman & Snyder, 2013). Therefore, the medical history is very important because back pain can result from pathologies in specific structures such as the aorta (especially aneurysm), kidney, bowel, uterus or prostate (Kesson & Atkins, 2005; Goodman & Snyder, 2013). When a patient experiences acute low back pain without trauma, silent compression fracture, infection or neoplasm must be considered. Radiographic studies and laboratory tests should differentiate the abnormalities.


Unexplained weight loss and pain without cause may raise a suspicion of cancer. Multiple myeloma, a neoplastic disorder involving immature plasma cells in bone marrow often produces back or rib pain. Non-Hodgkin’s lymphoma may also involve bone (Beers et al., 2011). Metastatic bone disease from primary breast or prostate cancers is frequently found in the lumbar spine and may present in a variety of ways. Metastasis from colon cancer is less common but can occur (Lurie et al., 2000). Neoplastic bone pain is usually a boring pain that often wakes the patient at night; rest does not relieve the pain. These symptoms are significant in a patient with a history of cancer (Kesson & Atkins, 2005). Weakness and fatigue may also be reported.


Osteomyelitis, discitis and other spinal infections must be ruled out, especially because radiographic evidence of degenerative changes is common in the aging spine (see Chapter 14). Lurie and associates (2000) presented the case of an 80-year-old man with arthritic changes in the spine and hips, including severe spinal stenosis. Treatment with rest and medications, including codeine, was ineffective. The patient had a decompressive laminectomy without relief of symptoms. After further workup and sound clinical reasoning, the patient was started on intravenous antibiotics for a spine infection, which rendered a gradual improvement. It should be noted that spinal infections mimic back pain and radicular complaints but they do not always present with typical features of infection. Fortunately, spinal infections are not common, accounting for about 0.01% of cases in primary care (Lurie et al., 2000).


Osteomalacia


Osteomalacia means ‘soft bones’ and involves the failure of newly formed or remodeling bone to mineralize, resulting in an excess of unmineralized bone matrix (osteoid). Osteomalacia refers to the adult form of this condition; rickets is the same disease process but targets the epiphysis in the growing skeleton. Osteomalacia results from inadequate or delayed mineralization of mature cortical and spongy bone; this occurs because of the loss, altered intake or altered metabolism of 1,25-dihydroxyvitamin D3 (vitamin D3) and phosphate (Beers et al., 2011).


The gross histopathological and radiological abnormalities of osteomalacia are the common result of a number of different diseases. In general, osteomalacia is considered to be commonly caused by altered metabolism of vitamin D3 or phosphate or both, a condition for which the elderly population is at particular risk. Recent advances in the understanding of the biochemistry of vitamin D3 metabolism have provided new insight into this condition. In developed countries, elderly individuals, particularly the housebound or institutionalized, are vulnerable to osteomalacia.


Vitamin D3 deficiency may be caused by an inadequate intake of vitamin D3, minimal or no exposure to ultraviolet radiation or by defective intestinal absorption of vitamin D3, as is observed in malabsorption syndromes such as jejunoileal bypass or celiac disease. Also, there may be an age-related diminished response of the intestine to vitamin D3. In normal individuals, the main source of vitamin D3 is dermal synthesis. There is an age-related decrease in the dermal synthesis of 7-dehydrocholesterol, the precursor of vitamin D3. A deficiency can occur if there is a defect in vitamin D3 metabolism. Most diseases are not caused by simple vitamin D3 deficiency but involve abnormal production or regulation of its synthesis in the liver or kidneys.


Renal disorders are the main cause of difficulty in metabolizing phosphate. When phosphate depletion is a causative factor for osteomalacia, the serum phosphorus is markedly depressed. In osteomalacic patients, it is common to find very low plasma phosphate levels. Alimentary phosphate deficiency is additionally aggravated by vitamin D3 deficiency. Vitamin D3 promotes jejunal phosphate absorption and renal phosphate reabsorption (Beers et al., 2011).


Patients may have vague generalized bone pain, multiple fractures, thoracic kyphosis and loss of height because of multiple vertebral compression fractures, and deformity of the lower limbs because of the malunion or bowing associated with pseudofractures. Osteomalacia can affect bone turnover to the extent that fractures occur in situations that otherwise might constitute only a minimal to moderate impact stress. Lumbar scoliosis may develop because of the altered biconcave shape of affected vertebral bodies. The patient may complain of generalized dull aching bone pain and muscle weakness, particularly in the proximal muscle groups in the lower extremities (referred to as pelvic girdle myopathy) and back. This diffuse skeletal pain is typically exacerbated by physical activity and tenderness may be elicited by palpation. Muscle weakness is a common accompaniment to prolonged vitamin D3 deficiency. A waddling gait manifests with this condition and generalized muscle atrophy may be evident. Falls risk is increased (Boucher, 2012) and functional activities such as climbing stairs and ambulation may become difficult.


The stereotypical presentation of osteomalacia can be cured or improved with appropriate therapy for the specific underlying abnormality. Although there may be different underlying causes of this skeletal disorder, most signs and symptoms resolve with supplementation of vitamin D3, which aims to restore plasma calcium and phosphate levels to normal. Concurrent with appropriate pharmacological therapy, physical management strategies should include postural and strengthening exercises and gait retraining in order to attain maximal functional status. There are no apparent contraindications, but sound judgment should be used and proper precautions taken when treating a patient who has osteomalacia with ultrasound, electrical stimulation, heat or cold, or when loading the bone with weight-bearing and resistive exercises.


Paget’s disease


Paget’s disease, also known as osteitis deformans, is a common bone disorder among the elderly; it rarely affects people below the age of 40. Approximately 60% of those affected are male. Paget’s disease, a chronic asymmetrical focal bone disease featuring increased osteoclastic bone resorption and aberrant secondary osteoblastic bone formation, is the second most common metabolic bone disorder after osteoporosis (Goodman & Snyder, 2013).


The overall structure of the bone demonstrates a mosaic pattern in which packets of bone are laid down subsequent to a phase of osteoclastic bone resorption. The bone that becomes enclosed in individual packets consists of true woven bone as well as lamellar bone. There is marked net bone formation, which is essentially normal. Bone biopsy remains important for the differentiation between malignancy and the Pagetic bone (Beers et al., 2011).


Unlike osteomalacia, radiographs and bone scans are definitive in revealing an active disease process in Paget’s disease. The typically focal nature of Paget’s disease and the extent of spread in individual bones makes the bone scan useful in differentiating Paget’s disease from other bone diseases, including metastatic carcinoma. A bone scan demonstrates an increased uptake of isotopes at diseased sites, reflecting the activity of bone formation.


Specific patterns of radiographic changes are featured, including radiolucent areas of patchy arrangement that indicate increased bone resorption, as well as evidence of regional bone formation processes represented by cortical and cancellous thickening and sclerosis, and uneven widths of affected bones. Patchy areas of resorption typical of Paget’s disease are referred to as osteoporosis circumscripta. In the pelvis, there may be evidence of sclerosis along the iliopectineal line. In the vertebrae, cortical thickening and expansion are characteristic but this appearance may be difficult to distinguish from osteoblastic metastasis, which occurs without cortical thickening. In Pagetic bone, neoplastic changes occur in less than 1% of cases but osteosarcoma is associated with Paget’s disease in the elderly. In addition, fibrosarcoma and chondrosarcoma may occur (Beers et al., 2011).


Clinical presentation


Approximately 90% of individuals affected by Paget’s disease are asymptomatic. Diagnosis is usually made by reports of bone pain or deformity, radiography or detection of elevated serum alkaline phosphatase levels upon routine biochemical testing. The most common complaints reported are pain, skeletal deformity and changes in skin temperature. Other clinical manifestations include diminished mobility and unsteady gait; in more severe cases of Paget’s disease, pathological fractures may manifest. The major clinical features are outlined in Table 24.1.


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Jun 22, 2016 | Posted by in PHYSICAL MEDICINE & REHABILITATION | Comments Off on The geriatric spine

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