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oscopic <strong>Treatment</strong> <strong>of</strong><br />

<strong>Stiffness</strong><br />

tJdadra. Matthew T Provenchel; Mark S. Cohen,<br />

A. Romeo


PITFALLS<br />

• Look for evidence <strong>of</strong> heterotopic<br />

ossification as the source <strong>of</strong><br />

elbow joint loss <strong>of</strong> motion.<br />

• Significant heterotopic<br />

ossification will preclude<br />

arthroscopic intervention for<br />

adequate return <strong>of</strong> function.<br />

• Procedure should not be<br />

considered unless the surgeon is<br />

highly skilled in elbow<br />

arthroscopy.<br />

Controversies<br />

• When to decompress the ulnar<br />

nerve<br />

• Indications for whether open or<br />

arthroscopic elbow release<br />

would be most appropriate<br />

Indications<br />

• Loss <strong>of</strong> elbow functional range <strong>of</strong> motion (ROM)<br />

prevents the patient from performing activities <strong>of</strong><br />

daily living and occupational or vocational activities,<br />

and failure <strong>of</strong> nonoperative treatment modalities<br />

Examination/Imaging<br />

PHYSICAL EXAMINATION<br />

• It is critical to determine the degree <strong>of</strong> functional<br />

impairment for each patient and base management<br />

decisions on subjective impairment, not necessarily<br />

the amount <strong>of</strong> motion loss (Jupiter et aI., 2003).<br />

• Obtain a history <strong>of</strong> associated conditions; ne ""Innil'.<br />

peripheral nerve, or brain injury may influence<br />

management decisions.<br />

• Determine function <strong>of</strong> the entire ipsilateral and<br />

contralateral upper extremity.<br />

• Determine hand dominance, occupation, and extrmtl<br />

<strong>of</strong> prior therapy, including bracing (both static and<br />

dynamic).<br />

• Evaluate the shoulder joint to ensure good strength<br />

and ROM .<br />

• Carefully assess nerve function .<br />

• Two-point discrimination<br />

• Assess all hand digits on radial and ulnar<br />

• Describe amount <strong>of</strong> discrimination (normal is<br />


• Document function <strong>of</strong> the FPL, median-anterior<br />

interosseous nerve, extensor pollicis longus, and<br />

radial-posterior interosseous nerves. Score with<br />

standard muscle resistance grade <strong>of</strong> 0 to 5.<br />

• It is important to document function<br />

preoperatively as elbow arthroscopic instruments<br />

work near these structures .<br />

• <strong>Elbow</strong> active and passive ROM<br />

• Place humerus at 90° and assess both active and<br />

passive flexion and extension with a goniometer.<br />

• Evaluate for s<strong>of</strong>t ("spongy") versus hard endpoints<br />

<strong>of</strong> flexion and extension. A s<strong>of</strong>t endpoint can<br />

indicate s<strong>of</strong>t tissue constraint; a hard endpoint may<br />

represent bony impingement.<br />

• Score ROM to provide baseline measurement:<br />

• Normal: 0-140°<br />

• Minimal impairment: >90°<br />

• Moderate impairment: 61-90°<br />

• Severe impairment: 31-61 °<br />

• Very severe impairment: total arc <strong>of</strong>


<strong>Treatment</strong> Options<br />

• Consider nonoperative<br />

management up to 4-6 months<br />

after contracture onset.<br />

• Static progressive splints, which<br />

allow for stress relaxation <strong>of</strong> the<br />

s<strong>of</strong>t tissues, are more effective<br />

and better tolerated than<br />

dynamic splints.<br />

• Results <strong>of</strong> arthroscopic elbow<br />

release and debridement have<br />

not differed significantly from<br />

those <strong>of</strong> traditional open<br />

treatment.<br />

PLAIN RADIOGRAPHS<br />

• Anteroposterior (AP), lateral, and oblique views are<br />

usually adequate.<br />

• The AP provides joint line and subchondral bone<br />

visualization. It allows visualization <strong>of</strong> the collateral<br />

ligament regions. If an elbow is contracted more<br />

than 4SO, the AP view <strong>of</strong> the joint line is usually<br />

distorted, but advanced imaging is rarely necessary<br />

unless a fracture or malunion is present (Morrey,<br />

2005).<br />

• The lateral view may demonstrate osteophytes on<br />

the olecranon or coronoid (Fig. 1; note the<br />

absence <strong>of</strong> heterotopic ossification).<br />

• If there is articular incongruity or other joint<br />

abnormalities, consider a computed tomography<br />

scan with AP and lateral reformatted images in the<br />

coronal and sagittal planes. Three-dimensional<br />

surface renderings can be very helpful in<br />

preoperative planning, especially if there is<br />

evidence <strong>of</strong> bony impingment. Many times this is<br />

the only way to appreciated bony overgrowth, for<br />

example, in the fossae (Fig. 2).<br />

FIGURE 1


Osteophytes<br />

FIGURE 2<br />

• Radiographs can be utilized to follow the maturation<br />

process <strong>of</strong> heterotopic ossification. <strong>Arthroscopic</strong><br />

treatment is usually not recommended in the<br />

presence <strong>of</strong> heterotopic ossification, which usually<br />

signifies multiple extrinsic ca uses <strong>of</strong> elbow<br />

contracture not amenable to arthroscopic treatment<br />

(Fig. 3).<br />

FIGURE 3


Surgical Anatomy<br />

• The elbow has a predilection for stiffness based on<br />

anatomy: the close relationship <strong>of</strong> the capsule to the<br />

surrounding ligaments and muscles, and the<br />

presence <strong>of</strong> three joints within a synovium-lined<br />

cavity (Fig. 4A): a hinge (ginglymus) ulnohumeral<br />

articulation and rotatory joint (trochoid) <strong>of</strong> both the<br />

radiohumeral and radioulnar joints (Jupiter et aI.,<br />

2003).<br />

• The anterior elbow capsule proximally attaches<br />

above the coronoid fossa and distally extends to the<br />

coronoid (medial) and the annular ligament (lateral).<br />

• The posterior capsule starts proximally just above<br />

olecranon fossa and inserts at the articular margin <strong>of</strong><br />

the sigmoid notch and annular ligament (Fig. 4B).<br />

• The anterior capsule is taut in extension and lax in<br />

flexion, with strength <strong>of</strong> the capsule provided from<br />

the cruciate orientation <strong>of</strong> anterior cruciate fibers<br />

(Morrey, 2000).<br />

• The greatest capsular capacity is at 80° <strong>of</strong> flexion,<br />

with the normal capacity <strong>of</strong> 25ml reduced<br />

significantly in a contracture state to around 6ml<br />

(Gallay et aI., 1993; O'Driscoll and Morrey, 1990).<br />

• The elbow joint capsule is innervated by branches<br />

from all the major nerves that cross the joint<br />

law), and the musculocutaneous nerve (Morrey,<br />

2000) (Fig. 5).<br />

• Laterally, the radial nerve (posterior interosseous) ·<br />

at greatest risk, located just outside the capsule<br />

and anterior to approximately the midline <strong>of</strong> the<br />

radiocapitellar joint (0' Driscoll, 2006).<br />

• The brachialis muscle protects the median nprve-.<br />

avoid penetration <strong>of</strong> this muscle.<br />

• The ulnar nerve is at risk during posterior joint<br />

arthroscopy. It is located just outside the capsule<br />

the medial gutter.


P EA RL S<br />

• If there is the possibility <strong>of</strong><br />

performing an open elbow<br />

procedure after arthroscopy, the<br />

prone position is helpful to free<br />

the shoulder and allow improved<br />

access medially and laterally.<br />

• Tn the prone position, we place a<br />

tigl1t roll <strong>of</strong> blankets under the<br />

arm to keep the arm parallel to<br />

the floo r during arthroscopy (see<br />

Fig. 6B).<br />

A<br />

FIGURE 6<br />

Positioning<br />

• <strong>Elbow</strong> arthroscopy is typically performed in either<br />

lateral decubitus or prone position .<br />

• Lateral decubitus (Fig. 6A): well-padded pillow at<br />

edge <strong>of</strong> beanbag underneath elbow antecubital<br />

fossa. An arm suppport is very useful .<br />

• Prone (Fig. 6B): adequate chest and arm<br />

shoulder abducted to 90°, elbow flexed to 90' .<br />

The prone pOSition allows improved access to the<br />

posterior aspect <strong>of</strong> the joint.<br />

• A well-padded sterile tourniquet is used for both<br />

positions.<br />

• Clearly mark the course <strong>of</strong> the ulnar nerve and<br />

landmarks w ith a surgical marker (Fig . 7). Also<br />

the portal sites: posterolateral (PL), lateral (L),<br />

midlateral (ML), and trans-triceps (TI) (see Fig. 7).<br />

B<br />

Lateral<br />

epicondyle<br />

Lateral<br />

FIGURE 7<br />

Medial<br />

epicondyle<br />

Medial<br />

portal<br />

Ulnar<br />

nerve<br />

Medial


PITF A LLS<br />

tile arm mllst be as<br />

possible (pre(era bly<br />

IInder the allteClibital<br />

allows (or greater<br />

the arthroscopic<br />

rrumen'ts and provides an<br />

the elbow during<br />

r procedll re,<br />

by surgeon preferen ce<br />

concomitant procedures,<br />

Portals/Exposures<br />

• Visualization can be provided by way <strong>of</strong> fluid<br />

distention or by the use <strong>of</strong> intra-articular retractors.<br />

• The elbow joint is distended with saline through<br />

the s<strong>of</strong>t spot (up to 20ml, less depending on<br />

contractu re).<br />

• As loss <strong>of</strong> intracapsular volume makes visualization<br />

difficult, retractors are extremely useful during the<br />

procedure (O'Driscoll and Morrey, 1990) .<br />

• The key to avoiding nerve injury is knowing where<br />

the nerves are located at all times .<br />

• If decompression <strong>of</strong> the ulnar nerve is indicated or<br />

planned, releasing this structure prior to<br />

arthroscopy allows easier identification <strong>of</strong> tissue<br />

planes.<br />

• In Figure 8, the ulnar nerve (marked with a<br />

Penrose drain) is being released prior to<br />

arthroscopy. The arthroscope is placed through the<br />

medial joint space.<br />

FIGURE 8


Controversies<br />

• Outcome efficacy <strong>of</strong> complete<br />

capsulectomy versus more<br />

simple capsular release<br />

(capsulotomy) remains to be<br />

demonstrated in comparative or<br />

randomized studies.<br />

FIGURE 11<br />

• The brachialis muscle should be visualized and the<br />

plane between the capsule and brachialis<br />

developed from the lateral working portal. A view<br />

from the lateral portal in Figure 11 shows a<br />

partially completed release. The concavity in the<br />

coronoid and trochlear fossa areas is formed, but<br />

the anterior capsulectomy is not yet completed .<br />

• Once the anterior bony recontouring is completed,<br />

perform a capsulotomy anteriorly from the proximal<br />

humerus with a wide-mouthed duckling punch in a<br />

medial-lateral direction.<br />

• Continue incising the capsule from lateral to<br />

medial. The capsulotomy should be continued to<br />

the level <strong>of</strong> the collateral ligaments on each side,<br />

leaving the ligaments intact (0' Driscoll, 2006).<br />

• It may be safest to remove the capsule well<br />

proximal to the joint line on the lateral side to<br />

avoid risk <strong>of</strong> radial nerve injury .<br />

• Switch portals medially and laterally to obtain a<br />

view from both sides <strong>of</strong> the joint to ensure<br />

adequate release.<br />

STEP 2: POSTERIOR CAPSULAR RELEASE<br />

• Establish a posterior-central portal (Fig . 12A) for<br />

arthroscope (4cm proximal to olecranon tip<br />

triceps) (Ball et aI., 2002) and posterolateral<br />

portal (approximately 2cm proximal to the


PEARLS<br />

use <strong>of</strong> a retractor placed<br />

the proximal lateral<br />

be effective ill<br />

better visualization<br />

rm,·,.u','v near the<br />

steTG,me,1ial capsule to avoid<br />

nerve injury.<br />

a cannula in the anterior<br />

to allow for outflow and<br />

fluid extravasation il1to s<strong>of</strong>t<br />

PITFALLS<br />

and radi<strong>of</strong>requency<br />

utilized along the medial<br />

can cause inadvertent<br />

to the ulnar nerve.<br />

A<br />

B<br />

process<br />

Olecranon J<br />

l ateral<br />

epicondyle<br />

J<br />

Olecranon<br />

process<br />

Lateral<br />

epicondyle<br />

FIGURE 12<br />

between the tip <strong>of</strong> the olecranon laterally and the<br />

lateral epicondyle) (Fig. 12B). Open these widely<br />

with a knife down into the olecranon fossa with the<br />

elbow extended (protecting the articular surface).<br />

• The shaver is utilized to debride and open the<br />

space, and to remove loose bodies and<br />

osteophytes.<br />

• Elevate the capsule from the distal humerus<br />

proximally with a shaver or elevator.<br />

• Once a view and working space are created,<br />

perform all bone recontouring, removing any<br />

osteophytes from the olecranon and appropriately<br />

deepening the olecranon fossa if indicated.<br />


Instrumentation/<br />

Implantation<br />

• A radi<strong>of</strong>requency ablation<br />

device can be used to remove<br />

dense scar tissue in the<br />

olecranon fossa and around the<br />

tip <strong>of</strong> the olecranon process<br />

posteriorly.<br />

Controversies<br />

• When to perform a limited open<br />

exposure to identify and protect<br />

the ulnar nerve<br />

• The posterior capsule is released with a basket<br />

cutter or arthroscopic elevator on the medial and<br />

lateral sides.<br />

• The release is stopped prior to the medial asp<br />

<strong>of</strong> the olecranon fossa (to avoid injury to the<br />

ulnar nerve) (Ball et aI., 2002).<br />

• Figure 13 is an arthroscopic view <strong>of</strong> the elbow<br />

joint after capsulectomy and deepening <strong>of</strong> the<br />

coronoid and radial fossa. The dissection is<br />

carried down to the fibers <strong>of</strong> the brachialis<br />

muscle .<br />

• The posteromedial capsule should be resected in<br />

the setting <strong>of</strong> significant flexion loss (posterior<br />

band <strong>of</strong> the medial collateral ligament) (O'Dris(<br />

2006). However, this is extremely dangerous and<br />

places the ulnar nerve at greatest risk.<br />

• Alternatively, this capsule can be released after<br />

the ulnar nerve has been dissected out through<br />

limited open approach.<br />

• The posteromedial capsule forms the floor <strong>of</strong><br />

cubital tunnel.<br />

• Perform a final inspection from both portals to<br />

ensure adequate release.<br />

STEP 3: WOUND CLOSURE AND<br />

I NTRAOPERATIVE SPLINTING<br />

• If desired, a drain can be placed through the<br />

proximal anterolateral portal as accumulation <strong>of</strong> fl .<br />

may compromise ROM .<br />

• A s<strong>of</strong>t compressive postoperative dressing is typic<br />

used. The anterior aspect <strong>of</strong> the dressing is remo<br />

in the region <strong>of</strong> the antecubital fossa to allow for<br />

elbow flexion postoperatively.<br />

• We recommend immediate postoperative continu<br />

passive motion (CPM) under a long-acting regio<br />

anesthetic block. Alternatively, an anterior plaster<br />

slab over the elbow can be utilized initially with<br />

joint in full extension (Morrey, 2006).<br />

• A postoperative dressing with a drain was applied<br />

the patient in Figure 14 in the operating room a<br />

capsular release. Flexion was obtained after rem<br />

some <strong>of</strong> the material <strong>of</strong> the splint from the<br />

antecubital fossa. Immediate CPM was instituted.


PEARLS<br />

mllst be from full flexion<br />

extension to prevent more<br />

aCClImlllation around the<br />

Jlweillinii catheters or a long.<br />

reJii,ona, block may be<br />

facilitate CPM (from fil II<br />

extension), which<br />

while in the<br />

FIGURE 13<br />

FIGURE 14<br />

Postoperative Care and<br />

Expected Outcomes<br />

• Prior to starting CPM, if a splint was used, change<br />

the dressing to a s<strong>of</strong>t, noncompressive gauze to<br />

prevent skin complications (O' Driscoll, 2006).<br />

• Initial emphasis is placed on maintaining maximum<br />

active and gentle passive motion with edema control<br />

modalities (elastic sleeve, nonsteroidal anti·<br />

inflammatory medication). Formal therapy and a<br />

home program are utilized.<br />

• CPM should continue at home up to 4 weeks and<br />

should be utilized in full ROM (0-145°) with a<br />

bolster behind the elbow (Savoie and Field, 2001).


Controversies<br />

• The efficacy <strong>of</strong> postoperative<br />

administration <strong>of</strong> indomethacin<br />

in preventing recurrent<br />

heterotopic ossification is<br />

unknown.<br />

• Consider heterotopic ossification prophylaxis<br />

(indomethacin) and concomitant gastrointestinal<br />

prophylaxis (famotidine). This may also help limit<br />

postoperative inflammation.<br />

• Patients usually regain approximately 50% <strong>of</strong> lost<br />

motion (Jupiter et aI., 2003; O'Driscoll, 2006).<br />

• Approximately 80% obtain a functional arc <strong>of</strong><br />

motion greater than 100° (Jupiter et aI., 2003).<br />

• Ball et al. (2002) reported on 14 patients with<br />

mean flexion improvement from 11 r to 133',<br />

extension from 35° to 9°, and mean arc <strong>of</strong><br />

improved from 69' to 119° (in 10 patients who<br />

had motion arc <strong>of</strong> less than 100°).<br />

• It is difficult to compare arthroscopic versus open<br />

capsular release series.<br />

• Cohen and Hastings (1998) reported on 22<br />

patients w ith open capsular release w ho had<br />

amean improvement in ROM from 74° to 129',<br />

representing a significant improvement in pain<br />

function.<br />

• <strong>Arthroscopic</strong> release series compare favorably to<br />

open release series in properly selected patients.<br />

Savoie and Field (2001) reported on 200 patllenll<br />

w ith arthroscopic capsular release who had a<br />

improvement in extension <strong>of</strong> - 46° to _3' and in<br />

flexion <strong>of</strong> 96-138°, with a decrease in pain scale<br />

from 6.5 to 1.5.<br />

Evidence<br />

Ball eM, Meunier M, Galatz LM , Calfee R, Yamaguchi K. <strong>Arthroscopic</strong> treatment<br />

post-traumatic elbow contracture. J Shoulder <strong>Elbow</strong> Surg. 2002;1' :624·9.<br />

In this study, the authors noted a compa rable improvement in elbow ROM and<br />

outcome in patients who IInderwent an arthroscopic release verSllS an open<br />

posttraumatic elbow contracture. (Level IV evidence)<br />

Cohen MS. Heterotopic ossification <strong>of</strong> the elbow. In Jupiter JB (ed). The Stiff<br />

Rosemont, Il: American Academy <strong>of</strong> Orthopaedic Surgeons, 2006:31 -40.<br />

This chapter provides a detailed review <strong>of</strong> tile patlw/ogy, diagnosis, and<br />

treatment options in patients with heterotopic ossification <strong>of</strong> the elbow.<br />

Cohen MS, Hastings H. Post-traumatic contracture <strong>of</strong> the elbow: operative<br />

using a lateral collateral sparing approach. J Bone Joint Surg [Br].<br />

This techniques article demonstrated tlle authors' modified lateral elbow<br />

whicl! allowed release <strong>of</strong> posttraumatic contractllre without dim/ption<br />

collateral ligament or extensor origin.<br />

Gallay S, Richa rds R, O'Driscoll SW. Intraarticular capacity and compliance <strong>of</strong><br />

normal elbows. Arthroscopy. 1993;9:9-13.<br />

This study showed that adequate capsular distention <strong>of</strong> the stiff elbow<br />

possible, increasing the potential for neurovascular injury with lise <strong>of</strong> the<br />

portals in elbow artlJroscopy. (Level IV evidence)


Jupiter JS, O'Driscoll SW, Cohen MS. Th e assessment and management <strong>of</strong> the stiff<br />

elbow. Instr Course lect. 2003;52:93- 111 .<br />

Tliis is a lalldwark review paper Oil tile preselltatioll, diagnosis, mlft variolls trealmellt<br />

optiolls <strong>of</strong> patients with elbow cOlltmclures.<br />

King GI, Faber KJ. Posttraumatic elbow stiffness. Orthop (lin North Am. 2000;31:<br />

129-43.<br />

Tllis review paper provided a comprehensive approach to open versus arthroscopic<br />

treatmellt <strong>of</strong> elbow stiffiless amilliglllighted tile fact that, although surgical release <strong>of</strong><br />

elbow colltracture may result ill a Iligh incidence <strong>of</strong> success, there ;$ still a reasonable<br />

risk <strong>of</strong> complicatiolls.<br />

Morrey SF. Anatomy <strong>of</strong> the elbow jOint. In Morrey SF (ed). The <strong>Elbow</strong> and Its<br />

Disorders. Philadelphia: WS Saunders, 2000:13-42.<br />

This cllapter provides a detailed look at the relevant al/atomy <strong>of</strong> the elbow joi"t for<br />

ope" versus arthroscopic release o( lhe elbow joint.<br />

Morrey SF. The posttraumatic stiff elbow. (lin Orth op Relat Res. 2005;(431 ):26-35.<br />

n,is review paper provides a comprdle1lsi\'e descriptio/! <strong>of</strong> the relevallt pathology,<br />

etiology, presentatio", ami treatmellt optio"s ill patients with posttmllmatic stiff<br />

elbows.<br />

Morrey SF. The stiff elbow with articular involvement. In Jupiter JS (ed). The Stiff<br />

<strong>Elbow</strong>. Rosemont, Il: American Academy <strong>of</strong> Orthopaedic Surgeons, 2006:21-30.<br />

This chapter provides a detailed mmlysis <strong>of</strong> treatmetiL options in patients with jl/traartiClllar<br />

elbow patltology.<br />

O'Driscoll SW. Clinical assessment an d open and arthrosco pic treatment <strong>of</strong> the stiff<br />

elbow. In Jupiter IS (ed). The Stiff <strong>Elbow</strong>. Rosemont, Il: American Academy <strong>of</strong><br />

Orthopaedic Surgeons, 2006:9-19.<br />

n,is chapler describes the optiollS currently available to treat patients with elbow<br />

stiffness.<br />

O'Driscoll SW, Morrey 8F, An K. Intra-articular pressure and capacity <strong>of</strong> the elbow.<br />

Arthroscopy. 1990;6:100-3.<br />

This basic science shldy detailed the fluid capacity <strong>of</strong> the 1I0rmal elbow joillt mId<br />

fOlllld lIlat this joint capsule tends to mptllre or penn;t extravasation <strong>of</strong> fluid iI/to the<br />

periarticular s<strong>of</strong>t tissues when fluids are iI/fused during arthroscopy.<br />

Savoie FH 3rd, Field lD. Arthr<strong>of</strong>ibrosis and complications in arthroscopy <strong>of</strong> the elbow.<br />

C1in Sports Mod. 2001;20:123-9.<br />

The (lI IO lOrS <strong>of</strong>fered concise procedural advice for artllfoscopic treat,lle,.,t <strong>of</strong> {1exio"<br />

cOlltractllres <strong>of</strong> tile elbow, bracketed by illdicatiollS for treotmmt mid recomU/elldatiollS<br />

regardillg postoperative compficatiolls. (Level IV evidellce)

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