Principles and Complications of Orthopedic Hardware


Evaluating the postoperative patient is integral to the practice of musculoskeletal radiology. Most of the subsets of musculoskeletal pathology, including trauma, neoplasia, arthritis, sports medicine, and congenital and developmental maladies, encompass many diagnoses and entities that lead to surgical intervention. The radiologist must combine knowledge of normal and abnormal reparative processes with understanding of the pathology, surgical procedures, and various implants and devices to render adequate service to referring surgeons. The subsequent chapters in this section review musculoskeletal surgical procedures, their effects on tissues, and the associated hardware and complications by anatomic divisions.

This chapter provides a general overview of basic principles of fixation and reconstruction with comments on hardware, complications, and imaging in specific postoperative situations. A special focus is the continuing evolution of fixation techniques and newer implants. Not all available implants are reviewed, but the devices discussed here are a representative sample of the devices used by musculoskeletal surgeons.

Plates and Screws

Plates and screws are central in the armamentarium of any surgeon who operates on bones. They are used not only in open and percutaneous fixation of fractures but also to aid osteosynthesis in cases of osteotomies, fusions, and tumor resection. Basic principles of plates and screws apply across all these uses but are probably easiest to understand in the setting of fracture fixation. Certainly, many types of fractures are best treated with closed techniques, but plate osteosynthesis is central to the treatment of many other fractures.

Cortical Plates

Plate and screw technology, although seemingly simple at first glance, is an apt example of the evolution of principles of orthopedic surgery. As our knowledge of physiology, pathology, and material science has progressed, plates and screws have become more sophisticated and individualized for specific tasks.

The first plates were simple cortical plates, often referred to as flat plates. Although plates have variable functions of compression, stabilization, tension, neutralization, buttressing, and bridging, they all provide at least some stability and serve to hold bones in apposition to allow healing to occur.

Cortical plates create stability by being tightly screwed to the surface of the bone, with friction at the bone surface performing the work. The screws achieve this tight application of the plate to the bone.

To accomplish this, the screws for most cortical plates are bicortical, crossing both the near and far cortex.

The simple cortical plate has undergone a remarkable evolution, incorporating designs for specific anatomic sites and designs to satisfy different physical and physiologic principles, to the point that today it is difficult to find a simple flat rectangular plate with round holes. For instance, many plates have been manufactured to fit certain anatomic sites. The one-third tubular plate ( Fig. 106-1 ) is primarily used to fix distal fibular fractures and osteotomies. Its short axis is not flat but an arc, although curiously not one third of a tube or 120 degrees. It is also a relatively thin plate. These features make the one-third tubular plate an ideal design for the distal fibula, a bone that is so small that its cortex is noticeably curved, not flat, and that is nearly subcutaneous in all but the largest persons, requiring a thin plate. In this same family of plates are the smaller one-quarter tubular plate, occasionally used in metacarpals and metatarsals, especially in children, and the larger semitubular plate, which is rarely used today.

FIGURE 106-1, One-third tubular plate fixing a prior distal fibular fracture. The plate is slightly curved to match the surface of the fibula and is very thin.

Other cortical plates are also contoured for specific sites. This feature is especially common in buttress plates. The term buttress plate is generally applicable to any plate near a joint that flares out or widens as it nears the articular surface. They perform a buttress function, in that they provide a broad surface to support and bolster a comminuted fracture where the cortex is thin. This situation is especially common in fractures involving the distal radius, femur, and tibia and the tibial plateau. Each of these sites has several buttress plates specific to it. Buttress plates are often named by their shape and appearance ( Fig. 106-2 ).

FIGURE 106-2, Buttress plates. Posteroanterior view of the wrist ( A ) demonstrates a distal radial T plate. Lateral view of the knee ( B ) shows an L plate securing a tibial osteotomy.

Another specialized plate is the reconstruction plate. Sometimes called malleable plates, these plates are manufactured with notches along the sides, in between each screw hole. When viewed en face, these plates have wavy margins ( Fig. 106-3 ). This notching weakens the plate enough to allow it to be contoured to fit the exact shape of the bone at the time of implantation.

FIGURE 106-3, Reconstruction plate fixing a proximal ulnar fracture in the forearm. Notching allows the plate to be contoured in the operating room.

Because these plates require tools to be shaped, they are better termed contoured plates instead of malleable plates, which might imply flimsiness in situ. Reconstruction plate is the preferred term, because these plates are employed to provide significant structural support to fracture sites, most commonly in the pelvis.

Another modification of some plates is to use them to apply compression across a fracture. Appropriate compression of fracture margins augments healing.

It remains uncertain whether this effect is due to the function of keeping the two ends in constant, close apposition, even in the presence of resorption of the fracture margins, or due to actual acceleration of the healing response. Either way, compression techniques allow more rapid healing when used appropriately.

However, several fracture characteristics obviate the use of compression: These include fractures with more than minimal comminution; fractures involving the metaphysis, osteoporotic bone, or otherwise weak cortex; pathologic fractures; and fractures involving an articular surface. Hence, the ideal fracture in which to use compression is a traumatic diaphyseal fracture in a younger adult patient. Fracture compression can be achieved in several ways. First, human anatomy and physiology provide several sites where stabilization of a fracture naturally creates tension on one side of a bone but resultant compression on the other side. The classic example of this is the femur, about which the lateral musculature is stronger than the medial musculature, and placement of a plate on the lateral side converts the tension there to compression on the medial side. This is truly a dynamic compression whenever the muscles are in use. Another way to provide compression is to use axial loading from weight bearing and gravity to compress a fracture that is not fully fixed in the longitudinal plane, such as femoral neck fractures secured by a dynamic compression screw, spine fusions with plates that allow some craniocaudal translation, and long bone fractures stabilized by nails or rods without locking screws (all discussed later in the chapter). Compression also may be applied with special devices at the time of open reduction. A plate then secures the fragments in static compression.

A final method of fracture compression involves a specific design feature of some plates. These plates contain oval screw holes. The holes have sloped margins. If the surgeon places the screw eccentrically in the hole, farthest from the fracture, the rounded head of the screw will contact the slope of the hole, forcing the screw (and the bone it is entering) toward the fracture. When this eccentric screw placement technique is carried out on either side of the fracture, the fracture margins are brought into compression ( Fig. 106-4 ). Despite the fact that this compression is static, these plates are called dynamic compression (DC) plates.

FIGURE 106-4, Anteroposterior view of a dynamic compression plate in place, demonstrating eccentric placement of screws away from the original fracture site, creating the compression force.

The latest advances in plate designs have been based more on biologic principles. These plates are occasionally grouped under the term biologic plates .

The first significant improvement based on biology was to limit the surface contact of the plate. Cortical plates pressed onto the surface of bones create a zone of devitalization, primarily involving the periosteum. Optimal fracture (or osteotomy) healing requires maximum vascularity, but cortical plates reduce vascularity. The concept that improving vascularity would improve bone healing and reduce infection rates led to the design of cortical plates that only contact bone where they must, adjacent to the screw holes.

Unlike reconstruction plates, these plates are notched or cut out along the deep surface, not the sides. This creates an undulating profile to these plates when one views them from the side ( Fig. 106-5 ). This plate design is termed limited contact or low contact . This feature is often present in DC plates, creating the low-contact dynamic compression (LCDC) plate.

FIGURE 106-5, Anteroposterior view of a tibial low-contact plate showing the undulating deep surface, limiting the amount of the plate that contacts the surface. Note obvious pullout of the screws and plate liftoff, termed catastrophic failure .

Locked Plates

The most recent advances in plate technology that take biologic principles into account are the locked plates. The primary differing feature of locked plates is that some or all of their screws are locking screws. A locking screw has a threaded head that locks the screw into place in the plate, which has threaded holes ( Fig. 106-6 ). This design feature is helpful in that it makes locking screws into rigid, fixed-angle devices, which will not toggle or back out of the plate. As such, locking plates should markedly reduce the incidence of loss of fixation and plate-screw failure. On radiographs, one can recognize locking screws by the fact that their threads are very shallow, meaning they take a small “bite” into the bone; and the thread pitch, or spacing between each thread, is quite narrow. Standard cortical and cancellous screws have a wider pitch and deeper threads ( Fig. 106-7 ). Plates that use locking screw technology include less invasive stabilization system (LISS) plates, combination plates, and locked condylar plates.

FIGURE 106-6, Locking screws have threads on their heads, which lock them into the plate's threaded holes.

FIGURE 106-7, Combi plate with cortical (right) and locking screws in place, demonstrating the difference in their threads.

There are two other important features of these plates. First, because locking screws are fixed into the plate, they cannot compress the plate down on the periosteum and cortex. Their main principle of fixation and stabilization, then, is not friction of the plate on the cortex, as with cortical plates, but is along the shanks of the screws. These locking screws act like pins from external fixators, and this whole class of plates is often referred to as internal fixators. The fixation they provide is quite rigid. Second, many of these plates are inserted in a minimally invasive fashion; the surgeon makes a short incision and then attaches a guide to assist in sliding the plate in to its final, submuscular position. The guide is also a template for inserting the screws percutaneously. When the surgeon can choose a minimally invasive insertion, tissue damage is minimized and the local healing environment at the fracture is improved. LISS plates are best able to take advantage of minimally invasive techniques, but almost all locking plates have smooth, tapered, rounded ends to allow minimally invasive insertion, rather than open fixation, when appropriate.

LISS plates are specialized locking plates available only for the distal femur and proximal tibia. They are contoured to fit the shape of the lateral margins of these bones, and they come in three lengths and right and left versions. LISS plates are designed for intraarticular fractures about the knee with significant comminution, especially when there is associated diaphyseal involvement. The rigid fixation and fixed-angle locked screws resist the tendency of these fractures to fall into varus malalignment. These plates are especially beneficial in patients with osteoporosis, in whom fracture fixation about the knee is otherwise fraught with hardware pullout and failure of fixation. One can recognize these plates by three features ( Fig. 106-8 ): They are used only in the distal tibia and proximal femur; the screws are locking screws; and the holes in the plate are all single, circular, locking holes (unlike the combination holes described later). Also, because these plates are inserted in a submuscular fashion and act as internal fixators, there is a gap between most of the plate and the underlying cortex.

FIGURE 106-8, Anteroposterior ( A ) and lateral ( B ) views of a less invasive stabilization system (LISS) plate demonstrate its characteristic features: only locking screws are used; the holes are all circular; the location is the distal femur; and there is a gap between much of the plate and the underlying bone.

Combination (combi) plates have hybrid screw holes. These holes are usually shaped like the number 8. The smaller half of the hole is a locking hole. The larger half is a hole for a regular (cortical or cancellous) screw.

These holes allow the surgeon flexibility regarding when to place locking screws. If locking screws are in place, the surgeon cannot use the screw and plate to manipulate and further reduce a fracture, because the locking mechanism rigidly fixes the bone and plate in place. Similarly, locking screws will not allow the application of “dynamic” compression. Using a combi plate, surgeons may use regular screws to achieve a DC configuration and further reduce the fracture and then place the final locking screws to fix everything in place rigidly.

These plates are used in diaphyseal fractures and are recognized by the “8”-shaped combi holes ( Fig. 106-9 ; also see Fig. 106-7 ).

FIGURE 106-9, Anteroposterior ( A ) and lateral ( B ) views of the left ankle demonstrating a combi plate. The lowest two screws demonstrate the characteristic profile of locking screws, whereas the remainder are bicortical screws. The combi holes are “8” shaped.

Locked condylar plates, also called locked periarticular plates, are for fixation of intraarticular and juxta-articular fractures. These plates flare out as they near the articular surface. In this, they resemble buttress cortical plates, but they often provide no significant buttressing function because of their locking screws and limited contact. The periarticular, wider portion of the plate only uses locked screws, with circular holes. In the diaphyseal portion, there are combi holes, allowing the surgeon to choose to place locking or regular screws. These design features allow easy recognition of these plates, which are now available in designs for the ends of most of the long bones ( Fig. 106-10 ).

FIGURE 106-10, Internally rotated fluoroscopic image ( A ) and anteroposterior radiograph ( B ) demonstrating a locked proximal humeral plate. All of the proximal screws are locking, but some of the distal ones, passing through “8”-shaped holes, are cortical screws.

Locking screw technology has revolutionized the techniques of internal fixation of numerous types of fractures. Although they have not supplanted cortical plates for all uses, the improved healing and reduced complication rates afforded by locking plates have brought them quick and widespread acceptance in the surgical community. Locking screw technology has even been applied to some old standbys, such as the one-third tubular plate.

Screws

A working knowledge of fixation hardware includes familiarity with screw types. Locking screws are described in the previous section. The other basic screws in use are cortical and cancellous screws. Cortical screws have shallower threads and a narrower thread pitch relative to cancellous screws ( Fig. 106-11 ), although both are wider and deeper than a locking screw. The thread design of cortical screws takes advantage of the dense bone of the cortex for fixation, whereas the thread design of cancellous screws allows them to achieve fixation in the relatively porous center of a bone. Cortical screws are usually placed across the near and far cortex of a bone and are termed bicortical .

FIGURE 106-11, Oblique view of the calcaneus demonstrates the narrower pitch of the threads of a cortical screw (right) and the wider pitch of a partially threaded cancellous screw (left) .

The term lag screw , derived from carpentry, refers to the function of a screw, not one specific design. A screw performs a lagging function when it is placed across two fragments of bone and the threads in the distal piece pull it and compress it against the proximal piece. There are several ways to achieve this function. One is to use a partially threaded screw, with no threads on the proximal shank. As one inserts the screw and the screw head contacts the near piece of bone, progressive turning of the screwdriver advances the threads into the distal piece, drawing it toward the proximal piece and creating compression. The same effect can be achieved with a fully threaded screw, if one overdrills the screw hole in the proximal fragment so that the screw threads do not engage it. Again, the distal threads pull the distal piece toward the proximal one.

Another way to achieve a lag function is with headless variable compression screws. The most familiar of these is the Herbert screw, but the Acutrak screw has supplanted the Herbert screw for many purposes. These screws do not have heads, but they are slotted for screwdrivers. The threads on the distal portion of these screws have a wider pitch than the proximal threads. As the screw is driven, the wider pitch of the distal threads draws the distal fragment toward the proximal one. These screws are most common in fixation of scaphoid waist fractures and fractures and osteochondral lesions of the femoral condyles ( eFig. 106-1 ).

eFIGURE 106-1, Headless variable compression screws: Herbert screw fixing a scaphoid waist fracture ( A ) and Acutrak screw fixing a femoral osteochondral fragment ( B ) demonstrate the variable thread pitch that provides the unique function of these screws.

One implant that has features of plates, screws, and intramedullary devices is the dynamic compression screw (DCS). These are most commonly seen in the proximal femur for fixation of some femoral neck and peritrochanteric fractures (dynamic hip screw [DHS]), but there also is a version for distal femur intercondylar fractures (dynamic condylar screw). In the DHS, a wide-bore, partially threaded cancellous screw is driven up into the femoral head via the neck. This screw slides into a sleeve that is connected to a side plate; the plate is placed along the lateral cortex of the proximal femur ( Fig. 106-12 ). As the patient begins to bear weight on the extremity, the femur fracture compresses along the shaft of the screw. Invariably, there is progressive impaction of the fracture as healing progresses, and the screw telescopes into the sleeve.

FIGURE 106-12, Dynamic hip screw. As the femoral fracture heals, it may subside. The screw will telescope into the sleeve.

Intramedullary Devices

Nails, rods, pins, and wires fit into this category. There is some overlap in these terms, leading to some confusion when reporting on these devices. Nails are used for diaphyseal fractures of long bones and fill the medullary cavity at its narrowest point. They are typically tapped into place from the proximal (antegrade) or distal (retrograde) end of the bone. Large-bore nails are usually implanted with proximal and distal interlocking screws ( Fig. 106-13 ). This adds rotational and axial stability to the construct but eliminates the possibility of fracture compression. When nails are implanted without interlocking screws—or if the screws are removed, known as dynamizing the nail—the fracture margins will compress against each other, similar to the mode of the DCS. Most nails seen in daily practice are the large-bore nails that are used in the adult femur and tibia. The treatment for children 5 to 15 years old with long-bone diaphyseal fractures is often the elastic intramedullary nail, which is moderately flexible but is curved in its native state ( Fig. 106-14 ). The prototype of this nail was the Ender nail, and that name usually is still applied to these nails.

FIGURE 106-13, Anteroposterior view of the distal aspect of a retrograde interlocking intramedullary nail.

FIGURE 106-14, Anteroposterior view of the forearm demonstrating the flexible Ender nail crossing the radial shaft fracture. Also note the one-third tubular plate on the distal radius.

Although one of these nails rarely fills the medullary cavity in the long bone of even a young (normal) child, the application of two or three of these nails in concert will fill the marrow space and provide extra stability. The proximal and distal ends are anchored through the cortex of the bone, adding rotational stability.

One of the recent advances in this arena is the development of cephalomedullary nails for specific proximal femur and humerus fractures. These are modifications of standard femoral nails, with the addition of a blade plate, screw, or pins passing up the femoral neck into the head. The common example of this is the trochanteric fixation nail (TFN), which is inserted through the greater trochanter and has a large-bore screw (akin to a DCS screw) or blade plate passing up into the femoral head ( Fig. 106-15 ). These devices are designed to be implanted for proximal femur fractures involving the intertrochanteric region but with complicating features, such as extensive comminution, reverse obliquity, or extension into the diaphysis.

FIGURE 106-15, Anteroposterior view of the hip shows a short trochanteric fixation nail. This model uses a spiral blade to achieve stabilization across the femoral neck.

Piriformis-starting nails are nearly identical devices, except that the insertion site is different, slightly medial to the trochanter on an anteroposterior radiograph. There are other examples of the cephalomedullary technology, and it has even been applied to the proximal humerus in the form of a proximal humeral spiral blade nail.

Rods are also used to stabilize long-bone fractures, but they are narrower devices. Because a single Ender nail is a narrow device, it is sometimes referred to as an Ender rod. The classic rod in use for the past few decades is the Rush rod. This implant is straight except for a tight curve on the end, resembling a crochet needle ( Fig. 106-16 ). The curved portion may serve as an anchor and allows for easy retrieval. These rods are often the best device to stabilize fractures of narrower long bones such as the fibula or the pediatric radius, and they play an important part in stabilizing long bones of patients with osteogenesis imperfecta.

FIGURE 106-16, Anteroposterior view of the leg with a Rush rod securing tibial osteotomies. The patient suffers from osteogenesis imperfecta. Note the “crochet needle” proximal end.

Pins are narrow, shorter devices that have a pointed, often threaded, end buried in bone across a fracture site. The back end of the pin protrudes out of bone, sometimes just through the cortex and sometimes outside the whole body. It is common to speak of pinning fractures, in which the surgeon inserts or screws the device across the fracture percutaneously. Some pins are threaded and are essentially screws, whereas others are pointed on the end but not threaded ( Fig. 106-17 ). When threads are present on pins, the width of the threads often does not exceed that of the unthreaded shank.

FIGURE 106-17, Anteroposterior view of the hip demonstrates prior pinning of the femoral head in a child with slipped capital femoral epiphysis. This pin is a cannulated, partially threaded cancellous screw.

There are two types of wires in common usage. Kirschner wires (K wires) are relatively rigid, straight devices that are typically employed in the mode of a pin ( Fig. 106-18 ). They are rigid enough to provide stability in fracture fixation but are often bent and truncated in the operating room with tools. The other type of wire is malleable wire provided on a spool. This type of wire is commonly seen as cerclage wires around hip prostheses, as tension band wires at the olecranon, and in association with posterior spine instrumentation, especially Luque instrumentation. Cable, in which smaller strands of wire are prebraided together, also serves these purposes.

FIGURE 106-18, Posteroanterior view of the wrist shows multiple Kirschner wires pinning a complex fracture-dislocation. The external ends of the wires have been curved to limit unnecessary contact.

Pediatric Fixation

Fractures

Because of the ability of younger bones to remodel significant displacements and modest angular deformities and because of the rapid healing of children's bones, most pediatric fractures are reduced in a closed fashion and treated with casts, splints, or slings. There are several exceptions to this concept in routine pediatric fracture treatment. First, the weight-bearing long bones will often be treated with one or more elastic intramedullary nails if the child is 5 to 15 years old and the fracture is transverse, oblique, or a simple spiral fracture. Second, plate and screw fixation is reserved for older teenagers and overweight children. Third, although displacement is of lesser concern in diaphyseal fractures, anatomic reduction is critical in epiphyseal and transphyseal fractures, to ensure a functional articular surface and to ward off growth disturbances resulting from growth plate disruption. These fractures are often fixed with Kirschner wires; the classic example is the Salter-Harris IV lateral condyle fracture of the distal humerus. Fourth, markedly unstable lower extremity fractures are often best served by external fixation.

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