Spinal Instability and Spinal Fusion Surgery Workup

  • Author: Peyman Pakzaban, MD; Chief Editor: Allen R Wyler, MD   more...
 
Updated: Mar 2, 2012
 

Laboratory Studies

There are no laboratory studies that would assist in diagnosis of spinal instability. Laboratory studies can be helpful in diagnosing certain conditions that could result in spinal stability, such as spine infections (CBC, ESR, C-reactive protein, blood cultures), rheumatoid arthritis (rheumatoid factor), ankylosing spondylitis (HLA-B27), multiple myeloma (serum immunoelectrophoresis, urine Bence-Jones proteins), and others.

Laboratory studies are routinely performed as a part of preoperative preparation for spine surgery.

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Imaging Studies

Spine MRI and plain x-ray films with flexion and extension are the most useful imaging studies for evaluation of spinal instability. In addition to demonstrating vertebral displacement, vertebral deformation and neural compression, MRI provides invaluable information about spinal cord injury, neoplastic and infectious processes, and ligamentous disruption. CT-myelography is used when MRI cannot be obtained or has not provided the resolution necessary to assess the extent of neural compression.

Plain CT is useful in assessing bone anatomy in the setting of vertebral fractures, spondylolysis, history of previous spine surgery, and congenital spine anomalies. CT may also be used to assess certain bony parameters (such as pedicle size in thoracolumbar spine, lateral mass anatomy in cervical spine, and vertebral artery anatomy in C1-2 region) in preparation for instrumentation of the spine.

To evaluate bone integrity prior to fusion when osteoporosis is suspected, a bone density scan is performed. Radionucleotide bone scans have been supplanted by high resolution CT for assessment of pseudarthrosis.

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Other Tests

Electromyography (EMG) may be used to confirm nerve root compression but does not play a direct role in establishing the diagnosis of spinal instability.

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Diagnostic Procedures

Selective nerve root injections can be used as a diagnostic tool to confirm that a particular nerve root is responsible for the pain syndrome. They are also used in a therapeutic capacity in nonsurgical management of spine disorders.

CT-guided biopsy/aspiration is used when tumor or infection is suspected and when the possibility of nonsurgical treatment is being entertained. When surgery has to be performed to decompress and/or stabilize the spine, the diagnosis can be obtained intraoperatively.

Substantial controversy exists regarding the value of discography in diagnosis of discogenic pain and in patient selection for fusion surgery. When performed, it should be accompanied by measurements of intradiscal pressure, documentation of severity and concordance of pain during injection, and postdiscography CT scan.

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Histologic Findings

No histological findings are relevant to the diagnosis of spinal instability, except when a neoplasm is the source of instability.

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Staging

Since spinal instability is a heterogenous disorder, no uniform staging/grading system exists that would be relevant to all forms of spinal instability.

Spondylolisthesis, defined as anterior translation of a vertebral body in relation to the adjacent caudal vertebral body, is graded according to the system in Table 3.

Table 3. Grading of Spondylolisthesis (Open Table in a new window)

Slip Distance/AP Diameter



of Vertebral Body



Grade
0-25%1
25-50%2
50-75%3
75-100%4
>100%Spondyloptosis
Grade 1 spondylolisthesis in neutral position progGrade 1 spondylolisthesis in neutral position progresses to grade 2 with flexion, indicating overt instability in this case.

In the lumbar spine, spondylolisthesis is either isthmic, degenerative, or traumatic. Isthmic spondylolisthesis occurs because of a congenital weakness and subsequent fracture of pars interarticularis (usually of L5), resulting in uncoupling and glacial anterior translation of one vertebral body over another.

Grade I isthmic spondylolisthesis at L5-S1. Arrow Grade I isthmic spondylolisthesis at L5-S1. Arrow depicts the L5 pars fracture.

Degenerative spondylolisthesis occurs because of severe degeneration of facet joints and incompetence of facet capsules, which lose the capacity to resist the flexion moment, resulting in translation. Traumatic spondylolisthesis represents a fracture-dislocation of the spine.

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Contributor Information and Disclosures
Author

Peyman Pakzaban, MD  Consulting Neurosurgeon, Houston MicroNeurosurgery; Chairman, Department of Surgery, Bayshore Medical Center

Peyman Pakzaban, MD is a member of the following medical societies: Alpha Omega Alpha, American Association of Neurological Surgeons, American Medical Association, American Stroke Association, Congress of Neurological Surgeons, Harris County Medical Society, and Texas Medical Association

Disclosure: Nothing to disclose.

Specialty Editor Board

Paul L Penar, MD, FACS  Professor, Department of Surgery, Division of Neurosurgery, Director, Functional Neurosurgery and Radiosurgery Programs, University of Vermont College of Medicine

Paul L Penar, MD, FACS is a member of the following medical societies: Alpha Omega Alpha, American Association of Neurological Surgeons, Congress of Neurological Surgeons, and World Society for Stereotactic and Functional Neurosurgery

Disclosure: Nothing to disclose.

Francisco Talavera, PharmD, PhD  Adjunct Assistant Professor, University of Nebraska Medical Center College of Pharmacy; Editor-in-Chief, Medscape Drug Reference

Disclosure: Medscape Salary Employment

Paolo Zamboni, MD  Professor of Surgery, Chief of Day Surgery Unit, Chair of Vascular Diseases Center, University of Ferrara, Italy

Paolo Zamboni, MD is a member of the following medical societies: American Venous Forum and New York Academy of Sciences

Disclosure: Nothing to disclose.

Chief Editor

Allen R Wyler, MD  Former Medical Director, Northstar Neuroscience, Inc

Allen R Wyler, MD is a member of the following medical societies: American Academy of Neurological and Orthopaedic Surgeons, American Association of Neurological Surgeons, and Society of Neurological Surgeons

Disclosure: Nothing to disclose.

Additional Contributors

Images 5, 12, 15, 20, 22, 23, 24, and 28 are protected by copyright under Synthes, Inc. or its affiliates; West Chester, Pennsylvania. The efforts of Mr. Jamison Wolocko and Ms. Cynthia Ryen in securing and providing these illustrations for this article are gratefully acknowledged.

References
  1. Harrington PR. The history and development of Harrington instrumentation. Clin Orthop Relat Res. Jun 1973;(93):110-2. [Medline].

  2. White AA, Panjabi MM. Clinical Biomechanics of the Spine. 2nd ed. Philadelphia: Lippincott; 1990:30-342.

  3. Benzel EC. Biomechanics of Spine Stabilization, Principles and Clinical Practice. McGraw-Hill; 1995.

  4. Deyo RA, Nachemson A, Mirza SK. Spinal-fusion surgery - the case for restraint. N Engl J Med. Feb 12 2004;350(7):722-6. [Medline].

  5. Patil PG, Turner DA, Pietrobon R. National trends in surgical procedures for degenerative cervical spine disease: 1990-2000. Neurosurgery. Oct 2005;57(4):753-8; discussion 753-8. [Medline].

  6. Denis F. Spinal instability as defined by the three-column spine concept in acute spinal trauma. Clin Orthop Relat Res. Oct 1984;(189):65-76. [Medline].

  7. Mohan S, Baylink DJ. Bone growth factors. Clin Orthop Relat Res. Feb 1991;(263):30-48. [Medline].

  8. Kane WJ. Direct current electrical bone growth stimulation for spinal fusion. Spine. Mar 1988;13(3):363-5. [Medline].

  9. Brown CW, Orme TJ, Richardson HD. The rate of pseudarthrosis (surgical nonunion) in patients who are smokers and patients who are nonsmokers: a comparison study. Spine. Nov 1986;11(9):942-3. [Medline].

  10. Bridwell KH, Sedgewick TA, O'Brien MF, Lenke LG, Baldus C. The role of fusion and instrumentation in the treatment of degenerative spondylolisthesis with spinal stenosis. J Spinal Disord. Dec 1993;6(6):461-72. [Medline].

  11. Resnick DK, Choudhri TF, Dailey AT, Groff MW, Khoo L, Matz PG, et al. Guidelines for the performance of fusion procedures for degenerative disease of the lumbar spine. Part 1: introduction and methodology. J Neurosurg Spine. Jun 2005;2(6):637-8. [Medline].

  12. [Best Evidence] Abbott AD, Tyni-Lenné R, Hedlund R. Early rehabilitation targeting cognition, behavior, and motor function after lumbar fusion: a randomized controlled trial. Spine (Phila Pa 1976). Apr 15 2010;35(8):848-57. [Medline].

  13. Fritzell P, Hagg O, Wessberg P, Nordwall A,. 2001 Volvo Award Winner in Clinical Studies: Lumbar fusion versus nonsurgical treatment for chronic low back pain: a multicenter randomized controlled trial from the Swedish Lumbar Spine Study Group. Spine. Dec 1 2001;26(23):2521-32; discussion 2532-4. [Medline].

  14. Brox JI, Sørensen R, Friis A, Nygaard Ø, Indahl A, Keller A, et al. Randomized clinical trial of lumbar instrumented fusion and cognitive intervention and exercises in patients with chronic low back pain and disc degeneration. Spine. Sep 1 2003;28(17):1913-21. [Medline].

  15. Lin EL, Wang JC. Total disk arthroplasty. J Am Acad Orthop Surg. Dec 2006;14(13):705-14. [Medline].

  16. [Best Evidence] Murrey D, Janssen M, Delamarter R, Goldstein J, Zigler J, Tay B, et al. Results of the prospective, randomized, controlled multicenter Food and Drug Administration investigational device exemption study of the ProDisc-C total disc replacement versus anterior discectomy and fusion for the treatment of 1-level symptomatic cervical disc disease. Spine J. Apr 2009;9(4):275-86. [Medline].

  17. Schwarzenback O, Berlemann U, Stoll TM, Dubois G. Posterior dynamic stabilization systems: DYNESYS. Orthop Clin North Am. 2005;36(3):363-72. [Medline].

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Bilateral jumped facet syndrome is an example of overt spinal instability due to trauma. Notice the grossly abnormal displacement of C5 relative to C6 with neck flexion.
Example of anticipated instability: Figure A shows a large mass affecting right C3-4 facet joint and lateral masses in a patient with severe right-sided neck and shoulder pain; Figures B and C show complete resection of the tumor and simultaneous C3-4 anterior fusion to circumvent the anticipated iatrogenic stability produced by radical resection of facet and lateral masses.
Spinal stenosis with fixed degenerative spondylolisthesis in an elderly patient is a common example of covert instability. Acceptable surgical treatment options include decompression alone vs decompression with fusion.
A. Compression fracture; B. Burst fracture; C. Hyperextension injury to lamina and facets; D. Flexion-distraction (seatbelt) ligamentous injury and Chance fracture; E. Shear fracture-dislocations.
Example of application of biomechanical principles to spine surgery. Insertion of special pedicle screws (Schanz screws) pivoting on a rod transfers the instantaneous axis of rotation (IAR) to the screw/rod interface. Compression of the proximal end of the screws produces distraction-reduction of the vertebral burst fracture. If the posterior longitudinal ligament is intact, retropulsion is corrected by ligament taxis. Image courtesy of Synthes, Inc.
Comparison of vertebral anatomy in cervical, thoracic, and lumbar spine. Note the variation in anatomy and size of pedicles.
Loosening of this infected pedicle screw is evidenced by a radiolucent halo (arrows) surrounding the screw.
In this patient with T7-8 discitis, vertebral enhancement on MRI persisted 8 weeks after clinical and microbiological cure.
Grade 1 spondylolisthesis in neutral position progresses to grade 2 with flexion, indicating overt instability in this case.
Grade I isthmic spondylolisthesis at L5-S1. Arrow depicts the L5 pars fracture.
C1-2 fusion with cable fixation (Gallie technique). In this case, the fusion is supplemented with transarticular screws.
C1-2 fusion and cable fixation (Brooks technique). Image courtesy of Synthes, Inc.
C1-2 fusion with cable fixation (Sonntag technique): coronal (left) and sagittal (right) CT reconstructions.
C1-2 transarticular screw. Notice the proximity of vertebral artery to the typical screw trajectory.
Anterior cervical plate, applied in this case after 2-level anterior cervical discectomy and fusion. Image courtesy of Synthes, Inc.
Large central disc herniations (A and B) and cervical spondylotic myelopathy with kyphosis (C) are two common indications for anterior cervical discectomy and fusion.
C5-6 bilateral jumped facets associated with disc herniation (left) was treated with C6 anterior cervical decompression and fusion (right).
Anterior cervical discectomy and fusion: A. Disc removed and interspace prepared to receive graft; B. Iliac crest bone graft harvested; C. Bone graft; D. Graft inserted into disc space; E. Plate screwed to anterior surface of vertebral bodies.
Intraoperative fluoroscopy for pedicle screw insertion.
Pedicle screw fixation of lumbar spine. Image courtesy of Synthes, Inc.
Combined interbody and posterolateral lumbar fusion with pedicle screws: coronal (left) and sagittal (right) CT reconstructions.
Anterolateral lumbar corpectomy followed by reconstruction with a fixed-height cage and a dynamic rod system that allows compression across the cage. Image courtesy of Synthes, Inc.
A modular posterior thoracolumbar instrumentation system, which is attached to the spine by a combination of screws and hooks, in turn attached to long rods. In this case, it is used for correction of scoliosis, using 3-point bending biomechanical principles. Image courtesy of Synthes, Inc.
Anterolateral thoracic corpectomy followed by reconstruction with an expandable cage and a fixed plate/screw system. Image courtesy of Synthes, Inc.
Anteroposterior and lateral radiographs of anterior thoracic corpectomy and reconstruction for pathological fracture due to vertebral osteomyelitis.
Modern operating room setup for spine surgery with fluoroscopy unit, neurophysiological monitoring equipment, operating microscope, and digital radiology monitors.
Transition level syndrome: C6-7 disc herniation developed 6 years after C4-5 and C5-6 anterior cervical discectomy and fusion.
Artificial lumbar disc. Image courtesy of Synthes, Inc.
Table 1. Traumatic Instability of Cervical Spine
Fracture/Dislocation



(Mechanism)



Type/Issue Treatment
C1 Jefferson fracture



(axial loading)



1. Isolated -->



2. With transverse ligament rupture -->



3. Widely diastatic -->



4. With odontoid fracture -->



1. Hard collar



2. Halo



3. Consider occiput-C2 fusion



4. Treat according to odontoid fx



C1-2 Rotatory subluxation



(twisting moment)



1. Children, URI -->



2. Adults, tumor, trauma, infection -->



1. Bedrest, analgesics, halter traction, soft collar



2. Traction, hard collar, halo, or C1-2 fusion depending on cause and duration



Odontoid fracture



(flexion in young, extension in old)



1. Type 1 -->



2. Type 2, < 6 mm displaced -->



3. Type 2, >6 mm displaced or chronic or type 2A -->



4. Type 3 -->



1. If no atlanto-occipital instability, collar x 3 mo



2. Halo x 3-6 mo



3. C1-2 fusion or odontoid screw



4. Halo x 6 mo



C2 Hangman fracture



(extension)



1. Pars approximated->



2. Pars separated, reducible -->



3. Pars separated, not reducible -->



1. Hard collar x 3 mo



2. Reduce in extension, then halo x 3 mo



3. C2-3 fusion



Unilateral jumped facet



(flexion + rotation)



1. Reducible -->



2. Not reducible -->



3. With facet fracture -->



4. With disc herniation-->



1. Reduce and halo x 3 mo



2. Open reduction and posterior fusion



3. Open reduction and posterior fusion



4. Anterior decompression, open reduction, and anterior fusion



Bilateral jumped facet



(flexion)



1. Reducible, without disc herniation -->



2. Not Reducible, without disc herniation-->



3. With disc herniation-->



1. Closed reduction, then posterior fusion



2. Open anterior or posterior reduction and fusion



3. Anterior discectomy, reduction and fusion



Subaxial spine axial loading injuries



(axial +/- flexion)



1. Simple compression fracture -->



2. Burst fracture +/- tear drop fx -->



3. Burst + posterior column fracture -->



1. Hard collar



2. Anterior corpectomy and fusion



3. Anterior corpectomy and fusion



(+/- posterior fusion)



Clay shoveler fracture



(flexion)



Always stableSoft collar and analgesics
Anterior avulsion fracture



(extension)



Always stableSoft collar and analgesics
Table 2. Traumatic Instability of Thoracic and Lumbar Spine
FractureDenis Columns InvolvedTreatment
Compression fractureAnterior columnBracing (note that >50% vertebral body height loss or Cobb angle >30 degrees predict worsening of kyphosis)
Compression fracture with splaying of spinous processesAnterior and posterior columnsPosterior instrumented fusion
Stable burst fracture



(preserved posterior longitudinal ligament)



Anterior column and part of middle columnIf no neural compromise, treat with TLSO brace



If canal stenosis present, retropulsed fragment may be reduced by ligamentous taxis in distraction



with posterior instrumented fusion



Unstable burst fractureAnterior and middle columns with significant retropulsion,



or all 3 columns



Anterior decompression and instrumented fusion
Flexion-distraction seat belt injury (ligamentous)Middle and posterior columnsPosterior reduction and instrumented fusion
Chance fracture (osseous)2 or 3 columns but with good bone contactTLSO brace
Shear fracture dislocation3 columnsInstrumented fusion, anterior, posterior, or both
Table 3. Grading of Spondylolisthesis
Slip Distance/AP Diameter



of Vertebral Body



Grade
0-25%1
25-50%2
50-75%3
75-100%4
>100%Spondyloptosis
Table 4. Odontoid Fracture Classification
Type Fracture Anatomy
1Fracture through the odontoid tip (rare)
2Fracture across the base of the odontoid process (most common)
2AAs in type 2, except with comminution of fracture line, reducing the possibility of healing of fracture in halo or with odontoid screw
3Fracture extension into C2 vertebral body; because of larger bone contact area, fracture usually heals well in a halo
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