General Principles of Fracture Treatment


Accidental injury is the most common cause of death in the United States in individuals between the ages of 1 and 45 ( Table 53.1 ). In 2017 nearly 8.6 million accidental (unintentional), nonfatal falls were reported in the United States in all age groups. In adults older than 65 years of age, one in three experiences a fall that results in serious injury or death. Falls are the most common reasons for hospitalization in this older age group and account for 87% of fractures. In 2012 there were 3.2 million medically treated nonfatal fall–related injuries in seniors in the United States, with direct medical costs estimated to be $30.3 billion in 2012. These costs increased to $31.3 billion in 2015. For hip fractures alone, Medicare costs rose from over $3 billion in the 1990s to $15 billion currently. It is estimated that 300,000 hip fractures occur in the United States and 1.6 million internationally. As life expectancy increases, so will the incidence and cost of fragility fractures.

TABLE 53.1
Most Common Causes of Death in the United States Among Individuals 25-44 Years Old
From the National Center for Health Statistics: Health, United States, 2018. https://www.cdc.gov/nchs/hus/contents2018.htm .
1980 2003 2017
  • 1.

    Accidental injuries

  • 1.

    Accidental injuries

  • 1.

    Accidental injuries

  • 2.

    Cancer (all types)

  • 2.

    Cancer (all types)

  • 2.

    Suicide

  • 3.

    Heart disease

  • 3.

    Heart disease

  • 3.

    Cancer (all types)

  • 4.

    Homicide

  • 4.

    Suicide

  • 4.

    Heart disease

  • 5.

    Suicide

  • 5.

    Homicide

  • 5.

    Homicide

  • 6.

    Chronic liver disease/cirrhosis

  • 6.

    HIV

  • 6.

    Liver disease

  • 7.

    Cerebrovascular disease

  • 7.

    Chronic liver disease/cirrhosis

  • 7.

    Diabetes mellitus

  • 8.

    Diabetes mellitus

  • 8.

    Cerebrovascular disease

  • 8.

    Cerebrovascular disease

  • 9.

    Pneumonia and influenza

  • 9.

    Diabetes mellitus

  • 9.

    HIV

  • 10.

    Congenital anomalies

  • 10.

    Influenza and pneumonia

  • 10.

    Septicemia

Fractures have been identified as medical problems throughout history. Most of Hippocrates’ medical essays described the management of injuries, especially fractures. Knowledge of the biologic aspects of fracture care expanded greatly during the twentieth century. Patient expectations have reached unprecedented levels, and large, multinational industries have developed around the surgical and medical treatment of fractures.

The vascular supply of bone is the basis of all fracture healing. In 1932 Girdlestone warned that “there is danger inherent in the mechanical efficiency of our modern methods, danger lest the craftsman forget that union cannot be imposed but may have to be encouraged. Where bone is a plant, with its roots in soft tissues, and when its vascular connections are damaged, it often requires, not the technique of a cabinet maker, but the patient care and understanding of a gardener.”

Orthopaedic surgeons are feeling the full impact of Girdlestone’s prophetic words. An orthopaedic surgeon dealing with trauma must combine the knowledge of the systemic effects of trauma, including immunologic impairment, malnutrition, pulmonary and gastrointestinal dysfunction, and neurologic injury in planning both the timing and the type of surgical intervention required. The choice of fracture treatment is not a clear-cut decision because of the number of treatment options available. Each has its benefits and potential complications. A thorough knowledge of the underlying principles is essential in determining the right procedure to be done at the right time.

The goal of fracture treatment is to obtain union of the fracture in the most anatomic position compatible with maximal functional return of the extremity. Because it is impossible to intervene surgically without adding further injury to the extremity, the technique chosen should minimize additional soft-tissue damage and bone injury. An anatomic reduction obtained at the expense of total devascularization of the fracture is not a well-planned or well-executed procedure. The mechanical stresses that will be applied to the extremity and the planned fixation also must be considered. Finally, the general health status of the patient and the risks of surgery must be weighed to determine the best therapy.

Any form of fixation is at best a splinting device with a finite life span. There is a continual race between failure of fixation and healing of the bone. The problem is identifying the therapy that will result in the most predictable and acceptable fracture union with a minimal number of complications. Before attempting a complicated open reduction and internal fixation, surgeons must consider their own training and surgical ability and must be familiar with the proposed procedure. The institution in which the procedure is performed also must be considered. The environment in the operating room suite should be superior. The personnel should be familiar with the proposed technique and instrumentation, and a complete set of all instruments and implants should be readily available and well maintained. Excellent anesthesia and extensive intraoperative monitoring of the patient are necessary for safe surgical fracture management. A patient who is fully informed of the rewards and risks of the surgical methods chosen and who is willing to cooperate with required rehabilitation after surgery is vital to the success of any method of treatment.

Successful treatment of fractures depends on a thorough evaluation of the patient, not just the injured parts, as well as on the formulation of a treatment plan tailored specifically to the needs of the patient. The chosen treatment method should be the most likely to result in bone and soft-tissue healing and optimal functional recovery with the fewest complications.

Classification of Fractures

When combined with an assessment of the surgeon’s capabilities, facility, and resources, as well as an assessment of the patient profile, classification of the extent and type of fracture and its associated soft-tissue injuries allows determination of the best treatment. Analysis of the fracture pattern reveals the amount of energy imparted to the extremity and the stability of the fracture after reduction and alerts the surgeon to higher-risk patterns of injury. Classification also allows the surgeon to monitor results and to compare treatment results with those of other surgeons and investigators; it also provides a basis for the evaluation of new treatment methods.

The extensive Orthopaedic Trauma Association (OTA) classification ( Fig. 53.1 ) correlates the coding of the fracture with the expanded International Classification of Disease, tenth edition (ICD-10) codes for diagnosis and treatment. It incorporates well-recognized classification systems, such as the Judet, Judet, and Letournel classification of acetabular fractures, Young and Burgess’ classification of pelvic fractures, Pauwels’ classification of femoral neck fractures, and Neer’s classification of proximal humeral injuries. Sample follow-up assessment forms were created to allow consistent postoperative evaluations. The 2007 update of the OTA classification included the AO classification. The AO alphanumeric classification was the result of an international effort by numerous individuals based on information from the AO Documentation Center and their clinical experience. This system was based on the morphologic characteristics and the location of the fracture. This AO classification system was applied to 2700 surgically treated diaphyseal fractures with correlation of the system ideology. It was specifically evaluated in 400 fractures of the tibial or fibular diaphysis. As the severity of the fracture pattern increased, the resulting impairment correlated with progression of the type and group. The 2018 revision of the OTA/AO Fracture and Dislocation Classification Compendium streamlines the information in the 2007 edition and includes the OTA open fracture classification. These classification systems are detailed and complex, and the reader is referred to the references for complete discussions.

FIGURE 53.1, Orthopaedic Trauma Association classification of long bone fractures (see text).

Classification of Soft-Tissue Injuries

Just as the bony injury must be classified to evaluate the fracture adequately and to validate results for comparative studies, associated soft-tissue injuries also must be evaluated. Open wounds have been classified several ways. Gustilo and Anderson in 1976 described their treatment of 1025 open fractures with application of a grading system that offered prognostic information about the outcome of infected fractures. In 1984, this system was modified and their results updated. The modified classification is based on the size of the wound, periosteal soft-tissue damage, periosteal stripping, and vascular injury ( Fig. 53.2 ).

    • Type I open fractures have a clean wound less than 1 cm long.

    • In type II wounds the laceration is more than 1 cm long but is without extensive soft-tissue damage, skin flaps, or avulsions.

    • Type IIIA open fractures have extensive soft-tissue lacerations or flaps but maintain adequate soft-tissue coverage of bone, or they result from high-energy trauma regardless of the size of the wound. This group includes segmental or severely comminuted fractures, even those with 1-cm lacerations.

    • Type IIIB open fractures have extensive soft-tissue loss with periosteal stripping and bone exposure. They usually are massively contaminated.

    • Type IIIC open fractures include open fractures with an arterial injury that requires repair regardless of the size of the soft-tissue wound.

FIGURE 53.2, Gustilo-Anderson classification of open fracture wounds. A, Type I open fracture of patella and type II open fracture of tibial shaft. B, Type IIIA open fracture with extensive laceration of skin and muscles that involves almost entire leg. C, Type IIIA open tibial fracture with extensive periosteal stripping but without massive contamination. D, Type IIIB open fracture of tibia stabilized with external fixation. E, Type IIIC fracture of proximal third of humerus.

This classification has prognostic significance and is discussed in greater detail later in the section on open fractures.

Other classifications include that of Tscherne and Gotzen, which is widely used in Europe. Closed fractures are divided into grades 0 through 3 ( Fig. 53.3 ). Open fractures are divided into grades 1 through 4 ( Table 53.2 ). This system includes soft-tissue damage and compartment syndrome, which are not included in other grading schemes. The AO-ASIF group added to their extensive fracture classification a soft-tissue classification scheme that closely follows that of Tscherne and Gotzen. This classification includes both closed and open injuries, musculotendinous injury, and neurovascular injury ( Box 53.1 ). A number of other trauma scoring systems have been proposed, including the Trauma Score (TS), Revised Trauma Score (RTS), Injury Severity Score (ISS), Modified Abbreviated Injury Severity Scale (MISS), Pediatric Trauma Score (PTS), Nerve Injury, Ischemia, Soft-Tissue Injury, Skeletal Injury, Shock, and Age of Patient Score (NISSSA), and the Hanover Fracture Scale-97 (HFS-97). These classification systems attempt to quantitate the degree of soft-tissue injury in relation to the fracture and the potential for infection or other healing problems. An evaluation of the AO/OTA fracture classification system, however, found that patients with C-type fractures had significantly worse functional performance and impairment compared with patients with B-type fractures but were not significantly different from patients with A-type fractures, suggesting that the AO/OTA classification may not be a good predictor of functional performance and impairment in patients who have isolated unilateral lower extremity fractures.

FIGURE 53.3, Grading system of soft-tissue injury in closed fractures. A, Grade 0: little or no soft-tissue injury. B, Grade 1: superficial abrasion with local contusional damage to skin or muscle. C, Grade 2: deep contaminated abrasion with local contusional damage to skin and muscle. D, Grade 3: extensive contusion or crushing of skin or destruction of muscle.

TABLE 53.2
Tscherne Classification for Open Tibial Fractures
Grade 1 Skin lacerations caused by a bone fragment from inside, little or no contusion of skin
Grade 2 Any type of skin laceration with circumscribed skin or soft-tissue contusion and moderate contamination; can occur with any type of fracture
Grade 3 Fracture must have severe soft-tissue damage, often with major vessel or nerve injury or both; all fractures accompanied by ischemia and severe bone comminution belong in this group and those associated with compartment syndrome
Grade 4 Subtotal and total amputation, defined as separation of all important anatomic structures, especially major vessels with total ischemia; remaining soft tissue may not exceed one fourth of circumference of extremity (any revascularization is grade 3)

BOX 53.1
AO-ASIF Soft-Tissue Injury Classification
From German G, Sherman R, Levin LS: Decision-making in reconstructive surgery upper-extremity , New York, 1999, Springer-Verlag.

Scale

  • 1 Normal (except open fractures)

  • 2-4 Increasing severity of lesion

  • 5 A special situation

Skin Lesions (Closed Fractures)

  • IC 1 No skin lesion

  • IC 2 No skin laceration, but contusion

  • IC 3 Circumferential degloving

  • IC 4 Extensive, closed degloving

  • IC 5 Necrosis from contusion

Skin Lesions (Open Fractures)

  • IO 1 Skin breakage from inside out

  • IO 2 Skin breakage < 5 cm, edges contused

  • IO 3 Skin breakage > 5 cm, devitalized edges

  • IO4 Full-thickness contusion, avulsion, soft-tissue defect, muscle-tendon unit injury

Muscle-Tendon Unit Injury

  • MT 1 No muscle injury

  • MT 2 Circumferential injury, one compartment only

  • MT 3 Considerable injury, two compartments

  • MT 4 Muscle defect, tendon laceration, extensive contusion

  • MT 5 Compartment syndrome/crush injury

Neurovascular Injury

  • NV 1 No neurovascular injury

  • NV 2 Isolated nerve injury

  • NV 3 Localized vascular injury

  • NV 4 Extensive segmental vascular injury

  • NV 5 Combined neurovascular injury including subtotal or complete amputation

In 2010 the classification committee of the OTA recommended a new classification scheme for open fractures. This new classification uses five categories of assessment: skin injury, muscle injury, arterial injury, contamination, and bone loss ( Box 53.2 ). This provides a systemic approach to classification at the time of arrival before treatment has occurred. As with all classification systems, its complexity may make it less reproducible for general use. Its predictive ability is currently being evaluated. Hao et al., in a retrospective review of 512 patients, found that the OTA open fracture classification was more predictive of infection, need for soft-tissue coverage, and need for amputation in patients with a long bone fracture compared to the Gustilo and Anderson classification. A cumulative OTA score of 10 or less was associated with a greater probability of successful limb salvage.

BOX 53.2
Orthopaedic Trauma Association Open Fracture Classification
From Orthopaedic Trauma Association: OTA open fracture classification (OTA-OFC), J Orthop Trauma 32:S106, 2018.

Skin

  • 1.

    Laceration with edges that approximate

  • 2.

    Laceration with edges that do not approximate

  • 3.

    Laceration associated with extensive degloving

Muscle

  • 1.

    No appreciable muscle necrosis, some muscle injury with intact muscle function

  • 2.

    Loss of muscle but the muscle remains functional, some localized necrosis in the zone of injury that requires excision, intact muscle-tendon unit

  • 3.

    Dead muscle, loss of muscle function, partial or complete compartment excision, complete disruption of a muscle-tendon unit, muscle defect does not approximate

Arterial

  • 1.

    No major vessel disruption

  • 2.

    Vessel injury without distal ischemia

  • 3.

    Vessel injury with distal ischemia

Contamination

  • 1.

    No or minimal contamination

  • 2.

    Surface contamination (not ground in).

  • 3.

    Contaminant embedded in bone or deep soft tissues or high-risk environmental conditions (e.g., barnyard, fecal, dirty water)

Bone Loss

  • 1.

    None

  • 2.

    Bone missing or devascularized but still some contact between proximal and distal fragments

  • 3.

    Segmental bone loss

Trauma Principles

Treatment of patients with multiple trauma requires additional resources that often are unavailable in small community hospitals. The resources of equipment and physician and nursing support personnel may not be available for acute stabilization of long bone, pelvic, and spinal fractures according to current trauma center protocols. Treatment in a level 1 or 2 trauma center has been documented to improve the care and survival of patients with multiple injuries. The length of hospital stay and cost of treatment are significantly lower in patients who are treated initially in trauma centers compared with those transferred to a trauma center from another location. The best management, in terms of quality of care and economics, of patients with multiple injuries is referral to a dedicated trauma center as soon as possible.

Since the early 1990s emphasis has been on early total care of multiply injured patients, including fracture stabilization. The frequency of pulmonary complications, such as adult respiratory distress syndrome, fat emboli syndrome, and pneumonia, has been correlated to the timing and type of treatment of long bone fractures. Statistically significant increases in morbidity, pulmonary complications, and length of hospital stay have been reported for patients in whom stabilization of major fractures was delayed. A large multicenter study also reported reduced mortality when early total care was implemented.

More than half of patients with multiple injuries have fractures or dislocations or both, and the orthopaedic surgeon plays a pivotal role in the trauma team. The management of orthopaedic injuries can have a profound effect on the patient’s ultimate functional recovery and may save the patient’s life and limb. An example is placement of a pelvic binder in a patient with an open-book pelvic injury who remains hemodynamically unstable despite aggressive initial fluid and blood replacement. Open fractures, pelvic or acetabular injuries with associated genitourinary injuries, and extremity fractures with vascular injuries are other examples of situations in which communication and coordination among the various team members are essential.

Early stabilization of fractures of the spine, pelvis, and acetabulum, as well as other major articular fractures, is desirable to decrease pulmonary complications and other sequelae of forced recumbency, but the treatment of such fractures requires more complex surgical skills, equipment, and often neurologic monitoring. “Damage control orthopaedics” in the form of rapid immobilization of fractures with external fixation to obtain stability and recover length, while allowing full evaluation of the extremity, is now standard care. Operative treatment should not be undertaken if hemodynamic stabilization is not obtained, if potentially life-threatening conditions have not been resolved, or if laboratory and radiographic evaluations are inadequate for formulation of a satisfactory surgical plan.

Orthopaedic damage control measures can be undertaken in the emergency department or resuscitation area in special circumstances. Emergent external fixation of long bones in unstable patients may be necessary but can be complicated by pin site infections, or less frequently, deep vein thrombosis. In some patients, the fixation may be retained until fracture union. A significant decrease in the frequency of adult respiratory distress syndrome has been noted in patients with externally fixed femoral fractures compared with patients with nail fixation. In a prospective, randomized, multicenter study, inflammatory cytokines were measured in femoral fractures treated with immediate nailing and with immediate external fixation. An inflammatory response was noted with intramedullary fixation but not with external fixation. There was no difference in the clinical complications, and the total numbers studied were small. The concept of damage control in trauma surgery is presently the subject of intense evaluation. We have found this concept to be helpful in dealing with complex fractures in an emergency situation. Complications have occurred primarily in patients who never improved enough clinically to allow conversion to more definitive fixation.

Polytrauma and the resuscitation procedures often required in multiply injured patients result in the activation of cellular factors that have systemic effects, including inflammatory, immune, and hemodynamic factors that are mediated by chemicals known as cytokines. Elevation of cytokines is associated with organ dysfunction. Polytrauma also is associated with a systemic immune response syndrome, a diffuse inflammatory reaction mediated by cytokines and other chemicals in response to the massive tissue injuries. Damage control orthopaedics is a method to deal with the double insult of injury and surgery that may potentiate this response further.

An estimated 5% to 20% of patients with multiple trauma have injuries that are not recognized during the initial examination because of factors such as an altered level of consciousness or hemodynamic instability that precludes a thorough orthopaedic examination, a more apparent injury in the same extremity, and inadequate initial radiographs. Repeat orthopaedic examination after more critical injuries are stabilized should identify any missed injuries and allow early treatment. Studies have indicated that CT evaluation of the cervical spine and pelvis reveals more injuries than were apparent in the initial screening studies and on plain radiographs.

Management of a patient who has sustained multiple injuries requires very specific and reliable methods of evaluation and treatment. The Advanced Trauma Life Support system (ATLS) developed by the American College of Surgeons is the most widely used method for evaluating trauma patients. Evaluation is based on the mnemonic ABCDE:

    • A irway, which should be free and unobstructed

    • B reathing, which should be as normal as possible under the circumstances with normal oxygenation

    • C irculation, both central and peripheral; the goal is good capillary filling of all extremities and maintenance of a normal blood pressure

    • D isability, which includes neurologic, musculoskeletal, urologic, and reproductive injuries. These injuries, although rarely life threatening, can result in serious long-term disability.

    • E nvironment. Many of these injuries do not occur in an isolated situation and may result in contamination that can expose caregivers to disease.

From an orthopaedic standpoint, the musculoskeletal and neurologic evaluation protocols are extremely important in determining the type and extent of injury. Life- and limb-threatening musculoskeletal problems include hemorrhage from wounds and fractures, infections from open fractures, limb loss from vascular damage and compartment syndrome, and loss of function from spinal or peripheral neurologic injuries. Occult bleeding and unexplained blood loss from multiple areas, with concomitant hemodynamic instability, are major areas of concern with regard to the evaluation of circulation. Blood loss from multiple fractures, especially pelvic and long bone fractures, demands early stabilization to minimize blood loss.

The first consideration in management is the patient’s general condition. Emergency measures are necessary to combat pain, hemorrhage, and shock. Hemorrhage should be controlled with pressure. Tourniquets rarely are recommended because of the potential for further nerve and limb damage. The blind use of a hemostat in a wound also is not recommended because of the risk of damage to peripheral nerves lying near the vessels. From the time of injury until the patient is ready for surgery, the wound should be protected by a sterile dressing and the extremity should be splinted to prevent additional soft-tissue injury from movement of the sharp bone fragments.

The medical history should include when and where the injury occurred. The examination should include determination of the extent and type of soft-tissue wound and the existence of any vascular or neurologic damage. Vascular injury or compartment syndrome should be treated promptly to avoid tissue ischemia, which, if present for 8 hours or more, can cause irreversible muscle and nerve damage (see Chapter 48 ). An experimental canine study found that irreversible muscle damage occurred with tissue pressures of 10 mm Hg less than diastolic blood pressure or within 30 mm Hg of mean arterial pressure. This study emphasized that rather than an absolute tissue pressure value, a difference between tissue pressure and diastolic pressure of 10 to 20 mm Hg is an indication for immediate fasciotomy.

Radiographs should be made to show the extent and type of injury to the bone. The extent of soft-tissue damage sometimes cannot be determined until surgical exploration. The time since injury and the type and extent of soft-tissue damage have a direct bearing on the choice of treatment. High-velocity or high-energy trauma results in more extensive damage to both the soft tissues and the bone and carries with it a much more uncertain prognosis for healing than does low-velocity or low-energy trauma. The patient’s general condition, the presence of related injuries, and numerous other factors influence the ultimate outcome and should influence treatment.

Open Fractures

Open fractures are surgical emergencies that perhaps should be thought of as incomplete amputations. Tscherne described four eras of open fracture treatment: life preservation, limb preservation, infection avoidance, and functional preservation. The first, or preantiseptic, era lasted well into the twentieth century. The era of limb preservation encompassed both world wars but was marked by a high incidence of amputations and resulting interest in artificial limb prosthetic designs. The third era lasted until the mid-1960s, during which time attention was focused on the avoidance of infection and the use of antibiotics. The fourth era (functional preservation) was characterized by aggressive wound debridement, definitive fracture stabilization with internal or external fixation, and delayed wound closure. The current fifth era is a product of rapid and high-value trauma care. Recent studies have confirmed that wound closure can be done in most open fractures (up to Gustilo-Anderson type IIIA) without significant risk and with decreased morbidity and hospital stay. Although there is general consensus that prophylactic antibiotics should be given for open fractures, there is a lack of high-quality evidence regarding the type, timing, and duration of antibiotic therapy. A systematic survey of articles published between January 2007 and January 2010 examined current practice and recommendations for antibiotic prophylaxis in the management of open fractures. Nearly 75% advocated gram-positive coverage for Gustilo types I and II open fractures, and the others recommended broad coverage. For more severe injuries, most authors recommended broad-spectrum antibiotic coverage. More than half of the articles recommended antibiotics be given as soon as possible after injury. The others proposed starting antibiotic prophylaxis within 3 hours of injury. For types I and II open fractures, 50% of the publications recommended a duration of 24 hours or less, and the rest for 48 to 72 hours. For type III open fractures, the majority proposed a duration of 2 to 3 days of antibiotic therapy. Some advocated for 72 hours total or 24 hours after wound closure. More than one third of the articles recommended that antibiotics be continued 4 to 7 days in severe open fractures. Historically, debridement and irrigation of open fractures within 6 hours after injury was considered essential to prevent infection. However, multiple current studies have shown that strict adherence to a 6-hour time frame is not necessary, although debridement should be performed as soon as the patient is stable and resources allow.

Open Fractures Caused by Firearms

Evaluation of a patient with an open fracture caused by a firearm should include plain anteroposterior and lateral radiographs of the area of injury, as well as the joints above and below the injury. Arthrography may be necessary to identify joint penetration by a projectile. CT should be used to determine the precise location of the missile if the spine or pelvis is involved and is helpful in evaluating articular injuries. If vascular injury is suspected, angiography or arteriography may be necessary to confirm the diagnosis.

As encountered in civilian practice, firearm wounds are of three distinct types: (1) low-velocity pistol or rifle wounds, (2) high-velocity rifle wounds, and (3) close-range shotgun wounds. In low-velocity pistol or rifle wounds, soft-tissue damage usually is minimal and extensive debridement is unnecessary ( Fig. 53.4 ). The wounds of entry and exit are small. They usually do not require closure, and only their skin edges require debridement. In low-velocity gunshot wounds, irrigation and local debridement, tetanus prophylaxis, and a single dose of a long-acting intramuscular cephalosporin have been found to be as effective as 48 hours of intravenous antibiotics, and oral and intravenous administrations of antibiotics were shown to be equally effective for prophylaxis against infection. Infection in this type of wound is rare. A proposed treatment protocol for intraarticular fractures includes 1 to 2 days of antibiotic prophylaxis for injuries in which the bullet passed through “clean” skin or clothing and 1 to 2 weeks of broad-spectrum antibiotic treatment for wounds in which the bullet penetrated lung, bowel, or grossly contaminated skin or clothing. Civilian gunshot wounds have been classified according to energy, vital structures involved, wound characteristics, fracture, and degree of contamination. This classification, however, is complex, has not been validated, and offers no guidelines for treatment.

FIGURE 53.4, Low-velocity gunshot wound of femur; note minimal soft-tissue disruption.

Some gunshot wounds can be treated with outpatient oral antibiotics following a single dose of intravenous cephalosporin. Dickson et al. reported that a superficial infection occurred in only one of 41 patients (44 fractures) with Gustilo type I or II open fractures caused by low-velocity gunshot wounds who were treated with their outpatient protocol: tetanus toxoid, 0.5 mL, irrigation and local wound debridement, closed reduction (if necessary), placement of a dressing or splint, 1 g of intravenous cefazolin, and 500 mg of oral cephalexin four times daily for 7 days.

In high-velocity rifle and shotgun wounds, the damage to soft tissue and bone is massive and tissue necrosis is extensive ( Fig. 53.5 ). These wounds should be treated in much the same manner as battle wounds. They require wide exposure and debridement of all devitalized soft tissues. These wounds should be left open for delayed primary or secondary closure depending on the nature of the wound. In close-range shotgun wounds, damage to soft tissue and bone is extensive. Unless the wound is through and through, the wadding of the shell usually is retained within it and can cause severe foreign body reactions. All wadding must be found and removed and devitalized soft tissue excised. Removing all of the lead shot is unnecessary; it seems to cause little reaction, and attempting to remove it can cause further damage to the soft tissues. However, bullets and bullet fragments should be removed from intraarticular or intrabursal locations because they can produce complications of mechanical wear, lead synovitis, and systemic lead toxicity. Systemic lead toxicity has been reported to occur as early as 2 days and as late as 40 years after intraarticular gunshot injury. These wounds also should be left open and are closed later.

FIGURE 53.5, High-velocity gunshot wound to humerus.

Although both delayed and immediate reamed interlocked nailing have been successful in the treatment of femoral fractures, immediate nailing of femoral fractures caused by gunshots has been reported to result in shorter hospital stays, with significant decreases in hospital expenses, and no detrimental effect on clinical results compared with delayed nailing. Statically locked intramedullary nailing is currently our preferred treatment for most low-velocity and mid-velocity femoral shaft fractures, including most subtrochanteric and supracondylar fractures. Femoral fractures caused by high-velocity weapons or shotguns can be temporarily stabilized with external fixation. When wound healing is satisfactory, intramedullary nailing can be performed (approximately 2 weeks after injury). Some high-velocity fractures can be treated with immediate unreamed intramedullary nailing. Primary amputation may be required for severe soft-tissue injury that includes vascular and neurologic injury. In a series of 52 femoral fractures with arterial injuries treated at our local level 1 trauma center, limb salvage was successful in 32 (61.5%). All 22 limbs in which the femoral fractures were stabilized with intramedullary nails either initially (16 limbs) or after traction or external fixation were salvaged. Primary amputation was required in eight limbs with high-velocity injuries, secondary amputations were required in nine limbs, and three patients died of other injuries. No disruption of the anastomoses occurred in patients in whom vascular repair preceded fracture fixation ( Fig. 53.6 ).

FIGURE 53.6, A, Open type IIIB tibial fracture with vascular injury. B, Radiographic appearance. C and D, After fixation with locked intramedullary nail.

External fixation may be appropriate for severe (Gustilo type III) injuries. Ilizarov fixation and delayed primary closure have been reported to yield a low overall complication rate and a low infection rate in these complex fractures.

In a report of gunshot injuries to the hip, the best diagnostic test to detect joint penetration was hip aspiration followed by an arthrogram. Although selected patients were treated successfully with antibiotic therapy without arthrotomy, all transabdominal injuries required immediate arthrotomy. Bullets left in contact with joint fluid resulted in joint destruction or infection. Because all displaced femoral neck fractures treated with internal fixation had poor results, hip arthroplasty or arthrodesis was recommended for definitive management of these injuries.

Amputation Versus Limb Salvage

The development of sophisticated protocols for open fracture management has permitted the development of techniques that result in salvaged but nonfunctional extremities. There is concern, however, about “technique over reason” and not only the end result of a useless limb but also the physical, psychologic, financial, and social effects on the individual. Inevitable amputation often is delayed too long, with increased financial, personal, and social expenses and, more important, the attendant morbidity and possible mortality. In a study of open tibial fractures, patients who had limb salvage had more complications, more operative procedures, longer hospital stays, and higher hospital charges than patients who had early below-knee amputations. More patients with limb salvage considered themselves disabled than did those with early amputation.

Several attempts have been made to better evaluate injuries and identify injury patterns that would best be treated by early amputation. The Mangled Extremity Severity Score (MESS) is based on a four-group system: skeletal and soft-tissue injuries, shock, ischemia, and age ( Table 53.3 ). Some studies have found that limbs with scores of 7 to 12 ultimately required amputation, whereas scores of 3 to 6 resulted in viable limbs; others have found no predictive utility of the MESS, Limb Salvage Index (LSI), or Predictive Salvage Index (PSI). A high specificity of the scores confirmed that low scores could be used to predict limb-salvage potential, but the low sensitivity failed to support the validity of the scores as predictors of amputation. These scoring systems appear to have limited usefulness and cannot be used as the sole criterion to determine whether amputation is indicated, and lower extremity injury-severity scores at or above the amputation threshold should be used with caution in determining the potential for salvaging a lower extremity with a high-energy injury.

TABLE 53.3
Mangled Extremity Severity Score
From Helfet DL, Howey T, Sanders R, Johansen K: Limb salvage versus amputation: preliminary results of the mangled extremity severity score, Clin Orthop Relat Res 256:80, 1990.
Type Characteristics Injuries Points
SKELETAL/SOFT-TISSUE GROUP
1 Low energy Stab wounds, simple closed fractures, small-caliber gunshot wounds 1
2 Medium energy Open or multiple-level fractures, dislocations, moderate crush injuries 2
3 High energy Shotgun blast (close range), high-velocity wounds 3
4 Massive crush Logging, railroad, oil-rig accidents 4
SHOCK GROUP
1 Normotensive hemodynamics Blood pressure stable in field and in operating room 0
2 Transiently hypotensive Blood pressure unstable in field but responsive to intravenous fluids 1
3 Prolonged hypotensive Systolic blood pressure <90 mm Hg in field and responsive to intravenous fluid only in operating room 2
ISCHEMIA GROUP
1 None Pulsatile limb without signs of ischemia 0
2 Mild Diminished pulses without signs of ischemia 1
3 Moderate No pulse by Doppler, sluggish capillary refill, paresthesia, diminished motor activity 2
4 Advanced Pulseless, cool, paralyzed, and numb without capillary refill 3
AGE GROUP
1 <30 years 0
2 30-50 years 1
3 >50 years 2

If ischemia time greater than 6 hours, add 2 points.

Rajasekaran et al. proposed a scoring system for Gustilo types IIIA and IIIB open fractures of the tibia that evaluated skin coverage, skeletal structures, tendon and nerve injury, and comorbid conditions ( Box 53.3 ). Using this system, they divided 109 type III open tibial fractures into four groups to assess the possibilities of limb salvage. Group 1 had scores of 5 or less, group 2 had scores of 6 to 10, group 3 had scores of 11 to 15, and group 4 had scores of 16 or greater. A score of 14 or greater as an indicator for amputation had a sensitivity of 98%, a specificity of 100%, a positive predictive value of 100%, and a negative predictive value of 70%. These were similar to the MESS scores of 99% sensitivity and 97% positive predictive value, but better than the 17% specificity and 50% negative predictive value. The high specificity of this new scoring system may make it a much better predictor of amputation. Currently, however, the predictive power of all extremity injury scores remains low.

BOX 53.3
Injury Severity Score for Gustilo Types IIIA and IIIB Open Tibial Fractures

Covering Structures: Skin and Fascia

  • Wounds without skin loss

    • Not over the fracture: 1

    • Exposing the fracture: 2

  • Wounds with skin loss

    • Not over the fracture: 3

    • Over the fracture: 4

  • Circumferential wound with skin loss: 5

Skeletal Structures: Bone and Joints

  • Transverse or oblique fracture or butterfly fragment <50% circumference: 1

  • Large butterfly fragment >50% circumference: 2

  • Comminution or segmental fractures without bone loss: 3

  • Bone loss <4 cm: 4

  • Bone loss >4 cm: 5

Functional Tissues: Musculotendinous and Nerve Units

  • Partial injury to musculotendinous unit: 1

  • Complete but repairable injury to musculotendinous units: 2

  • Irreparable injury to musculotendinous units, partial loss of a compartment, or complete injury to posterior tibial nerve: 3

  • Loss of one compartment of musculotendinous units: 4

  • Loss of two or more compartments or subtotal amputations: 5

Comorbid Conditions: Add 2 Points for Each Condition Present

  • Injury leading to debridement interval >12 hours

  • Sewage or organic contamination or farmyard injuries

  • Age >65 years

  • Drug-dependent diabetes mellitus or cardiorespiratory diseases leading to increased anesthetic risk

  • Polytrauma involving chest or abdomen with injury severity score >25 or fat embolism

  • Hypotension with systolic blood pressure <90 mm Hg at presentation

  • Another major injury to the same limb or compartment syndrome

Antibiotic Treatment

The treatment of an open fracture wound actually is an exercise in applied microbiology. Once the skin barrier is disrupted, bacteria enter from the local environment and attempt to attach and grow ( Fig. 53.7 ). The greater the zone of injury and the more necrotic the tissue, the greater the potential for nutritional support of the bacteria. With impairment of circulation in the injured area, the body’s immune system is compromised in its ability to use cellular and humoral defenses. A race then ensues between the bacteria to establish an infection and the body to mobilize sufficient immune mechanisms to combat the infection.

FIGURE 53.7, Molecular sequence in bacterial (B) attachment, adhesion, aggregation, and dispersion at substratum surface. Several possible interactions may occur depending on characteristics of bacteria and substratum system (nutrients, contaminants, macromolecules, species, and materials).

The virulence of the infecting organism depends on its ability to adhere to the host substrate (e.g., necrotic skin, fascia, muscle, and bone), its pathogenicity, and its offensive efforts to neutralize the host defenses by the bacteria’s own humoral and mechanical factors. The foreign body reaction is now recognized as a complex interaction of bacterial glycoprotein that protects the bacteria from the phagocytic white blood cells ( Fig. 53.8 ). After the bacteria have invaded the body, adhered to the host cellular substrate, and secreted the humoral and glycoprotein protective shield, they can then proceed with cell replication, establishing a clinical infection. Growth of the bacteria then proceeds in a logarithmic fashion until the available nutrients are exhausted, the host dies, or the host defenses successfully neutralize the infection. If the latter occurs and the host survives, the bacteria either will be eradicated or suppressed and isolated, creating chronic osteomyelitis ( Fig. 53.9 ).

FIGURE 53.8, At specific distances, initial repelling forces of negative bacteria and substrate surface charges are overcome by attracting van der Waals forces. There also are hydrophobic interactions between molecules. Under appropriate conditions, extensive exopolysaccharide polymer develops, aiding ligand-receptor interactions and bacterial attachment and adhesion to substrate.

FIGURE 53.9, Sequence of pathogenesis in osteomyelitis. Top left, Initial trauma produces soft-tissue destruction, bone fragmentation, and contamination by bacteria. In closed wounds, contamination may occur by hematogenous seeding. Top right, As infection progresses, bacterial colonization occurs within protective exopolysaccharide biofilm, which is especially abundant on devitalized bone fragment, which acts as passive substratum for colonization. Bottom left, Host defenses are mobilized against infection but cannot penetrate biofilm. Bottom right, Progressive inflammation and abscess formation result in development of sinus track and in some cases ultimate extrusion of sequestrum, which is focus of resistant infection.

The care of open wounds generally includes postoperative systemic antibiotics. A 2004 Cochrane systematic review confirmed the benefit of antibiotics in patients with open fractures. This review showed that the administration of antibiotics after open fracture reduces the risk of infection by 59%. The data reviewed supported the conclusion that a short course of first-generation cephalosporins, begun as soon as possible after injury, significantly lowers the risk of infection when used in combination with prompt, modern orthopaedic fracture wound management. Evidence was insufficient to support other common management practices, such as prolonged courses or repeated short courses of antibiotics, the use of antibiotic coverage extending to gram-negative bacilli or clostridial species, or the use of local antibiotic therapies such as beads.

Most protocols recommend the use of a broad-spectrum antibiotic, usually a first-generation cephalosporin, with the addition of an aminoglycoside, such as tobramycin or gentamicin, for highly contaminated wounds in which there is a risk of gram-negative contamination (Gustilo type III). If there is the possibility of anaerobic organisms, such as Clostridium, high-dose penicillin is recommended. The duration of antibiotic treatment should be limited because in most series the infecting organisms are hospital acquired. Gustilo recommended administration of 2 g of cefamandole on admission and 1 g every 8 hours for 3 days only in types I and II open fractures. In type III open fractures he recommended an aminoglycoside in dosages of 3 to 5 mg/kg daily, adding penicillin, 10 to 12 million U daily, for farm injuries. Gustilo continued double antibiotic therapy for 3 days only and repeated the antibiotic regimen during wound closure, internal fixation, and bone grafting. Okike and Bhattacharyya recommended the administration of cefazolin, 1 g intravenously, every 8 hours until 24 hours after the wound is closed, with intravenous gentamicin (with weight-adjusted dosing) or levofloxacin (500 mg every 24 hours) added for type III fractures. Because of their adverse effect on healing, fluoroquinolones should not be used for antibiotic prophylaxis in patients with open fractures.

Although there is general agreement regarding the effectiveness of antibiotic treatment in open fractures, debate is ongoing about the duration, mode of administration, and type of antibiotics. A prospective, double-blind study showed a 13.9% infection rate without antibiotics compared with a 2.3% infection rate with cephalosporin treatment, but these results have been questioned, and the number of reliable studies in this area is very limited. Another study found that a once-daily, high-dose regimen of antibiotic therapy was as effective as a divided, low-dose regimen. Our current antibiotic protocol for open fractures is intravenous cefazolin 2 g every 8 hours for 24 hours after operative debridement in types I and II open fractures. In patients with cephalosporin or penicillin allergies, clindamycin 900 mg is substituted. For type III open fractures, patients receive intravenous piperacillin/tazobactam 3.375 g every 6 hours for 24 hours after operative debridement; intravenous clindamycin 900 mg every 8 hours with intravenous aztreonam 2 g every 8 hours is substituted for patients with penicillin or cephalosporin allergy. In patients with open pelvic fractures associated with bowel injury, antibiotics are continued for 48 hours. Nonoperatively treated gunshot fractures receive one dose of cefazolin 2 g or clindamycin 900 mg intravenously.

The appropriate time to obtain cultures from open wounds also is controversial. A very small number of bacteria present before debridement are believed to eventually cause infection, suggesting that bacterial cultures taken before or after debridement are essentially of no value. The most common infecting organisms appear to be gram-negative and methicillin-resistant Staphylococcus aureus (MRSA), which may be hospital or community acquired. We do recommend obtaining cultures when obvious clinical findings of infection are present at the second debridement. More recently, a marked improvement was noted in infection rates using cultures obtained after debridement and irrigation to determine the need for repeat formal irrigation and debridement, although there was an increased rate of return to surgery with this rationale. Early and rapid empirical administration of antibiotics as determined by wound protocols has been shown to be the most effective means of preventing infection in open fractures.

Treatment of Soft-Tissue Injuries

Initial treatment of open wounds before transport to a medical facility should include pressure over the wound, splinting of fractures, and placement of sterile dressings. Rapid transport to an appropriate medical center is essential because further bacterial contamination can occur with exposure of the tissue to air. A 3.5% rate of infection was found in patients who received treatment at a trauma center within 20 minutes of injury, compared with a 22% infection rate in patients who reached a trauma center by way of another hospital within 10 hours of injury.

In the emergency department, rapid evaluation of the patient’s condition and immediate debridement and irrigation of the wound are essential. Debridement and irrigation have been used in the prevention of posttraumatic infections only since World War I. DePag, a Belgian surgeon, introduced the concept of debridement of devitalized tissue and delayed wound closure based on a bacteriologic evaluation of the wound. Debridement has since been combined with irrigation as a mainstay of treatment of open wounds, especially those associated with fractures.

The following steps are recommended for open injuries:

  • 1.

    Treat open fractures as emergencies.

  • 2.

    Perform a thorough initial evaluation to diagnose life- and limb-threatening injuries.

  • 3.

    Begin appropriate antibiotic therapy in the emergency department or at the latest in the operating room and continue treatment for 2 to 3 days only.

  • 4.

    Immediately debride the wound of contaminated and devitalized tissue, copiously irrigate, and perform repeat debridement within 24 to 72 hours.

  • 5.

    Stabilize the fracture with the method determined at initial evaluation.

  • 6.

    Leave the wound open (controversial).

  • 7.

    Perform early autogenous cancellous bone grafting.

  • 8.

    Rehabilitate the involved extremity aggressively.

In general, reported incidences of wound infection are 0% to 2% in type I fractures, 2% to 7% in type II fractures, 10% to 25% in all type III fractures, 7% in type IIIA fractures, 10% to 50% in type IIIB fractures, and 25% to 50% in type IIIC fractures. Amputation rates of 50% or more have been reported in type IIIC fractures.

Soft-tissue injuries associated with closed fractures may be more severe, although they are less obvious than those in open fractures. Failure to recognize these injuries and consider them in the treatment decisions can result in serious complications, ranging from delayed healing to partial- or full-thickness tissue slough and massive infection. One frequently missed injury of this type is the Morel-Lavallée syndrome, which occurs when the skin is separated from the fascia. This creates a pocket under which considerable bleeding can occur. Usually this is a subcutaneous hematoma, but the hematoma can become so large that it seriously threatens the viability of the skin above it ( Fig. 53.10 ). This syndrome occurs frequently in patients with pelvic fractures, especially in obese individuals in whom there was a shear component to the injury. MRI and ultrasonography have been recommended to confirm the diagnosis.

FIGURE 53.10, Morel-Lavallée lesion. A and B, Clinical appearance of large Morel-Lavallée lesion in thigh after pelvic fracture. C, Appearance of large Morel-Lavallée lesion in buttock. D, At operative exposure showing depth of lesion.

Multiple treatment options have been suggested for Morel-Lavallée syndrome, including radical incision, which frequently leaves a massive wound, and less invasive methods, such as wound drainage. The primary recommendation is to treat the soft-tissue problem at the same time the fracture is stabilized. We prefer to wait and watch initially rather than to proceed with immediate decompression because of the risk of devascularizing additional skin by opening the wound. We have some experience with percutaneous aspiration, but we have noted recurrence of the swelling. The thigh is especially at risk because of the erratic course of its blood supply ( Fig. 53.11 ). This lesion should be treated at the time of internal fixation. Draining the hematoma with a small incision followed by application of a compression bandage has been recommended. We have used a similar drainage technique but have noted an increased incidence of infection when skin necrosis or wound breakdown occurs.

FIGURE 53.11, Tracing of thigh vessels with internal diameter (I.D.) 0.25 mm. AL , Anterolateral; AM , anteromedial; P , posterior.

Tseng and Tornetta described good results in 19 patients with Morel-Lavallée lesions using a percutaneous technique of drainage done within 3 days of admission. In six acetabular surgeries and two pelvic ring surgeries, there was a delay of at least 24 hours before the drain was removed. Only 3 of the 19 patients had a positive culture at the time of drainage; one required exploration for persistent drainage. There were no deep infections at 6-month follow-up.

Percutaneous Drainage of a Morel-Lavallée Lesion

Technique 53.1

(TSENG AND TORNETTA)

  • Position the patient to allow exposure of the involved area.

  • Make a 2-cm incision over the distal aspect of the lesion.

  • Make a second 2-cm incision at the superior and posterior extent of the injury.

  • Determine the extent of the lesion by placing a suction tip through the lesion.

  • Additional incisions may be required depending on the extent of the lesion.

  • Send fluid from the lesion for culture and sensitivity.

  • Drain the hematoma with suction.

  • Use a plastic brush (used for canal preparation in joint replacement) to debride the loose fat.

  • Wash the cavity with a pulsed lavage. Continue the lavage until the fluid is clear and no further fat debris can be removed.

  • Place a medium closed suction drain in the wound to drain the entire cavity.

  • Close the incisions tightly.

  • Attach the drain to wall suction until the drainage is less than 30 mL in 24 hours. (This may require 8 days.)

  • Continue cephalosporin or specific antibiotics intravenously for 24 hours after removal of the drain.

Debridement

Individual patient characteristics should be considered in determining the exact extent of debridement necessary, but generally the skin should be debrided until there is a bleeding edge. This should not be done under tourniquet control because the viability of the skin may not be known.

Muscle debridement should remove all nonviable muscle that is noncontractile or grossly contaminated. Completely severed tendon ends that are highly contaminated also may require excision, although this becomes a much more questionable practice if the musculotendinous unit is intact. Removal of contamination with preservation of the tendon itself may be possible. Care must be taken to maintain moisture around such structures because once the tendon becomes dried it is dead and excision will be necessary. Early flap placement or a sealed dressing may prevent desiccation of these delicate tissues. When dealing with muscles, the four “ C ”s must be observed: consistency, color, contractility, and circulation. Normal muscle contraction should be seen when the muscle is pinched or electrically stimulated. The muscle should be of normal consistency, not waxy , fibrotic, or friable. The muscle should be a normal color of red, not brown. Good circulation should be visible within bleeding edges.

The empirical standard for timely debridement has been the “6-hour rule,” although only a few studies have shown decreased infection rates when debridement was done within 6 hours, and many studies have questioned the validity of this standard. A few authors have suggested that operative debridement might be unnecessary for low-grade open fractures. We consider thorough operative debridement done as soon as possible after injury the standard of care for all open fractures, however. One recent study questioned whether surgeons were removing normal muscle at times. The surgeons’ impression of muscle viability based on the four “ C ”s was compared with histologic analysis. In 60% of specimens, histologic analysis revealed normal muscle or mild interstitial inflammation of tissue deemed dead or borderline by the surgeon. It is unclear what would have happened to this muscle if left in situ. Until better methods of intraoperative assessment of muscle viability are available, it seems prudent to debride any questionable tissue (or return to the operating room for a second-look debridement).

After the dead, contaminated, and necrotic tissues have been removed, the next step is copious irrigation. Some experimental but few clinical studies have evaluated the efficacy of irrigation ( Table 53.4 ). The most commonly used irrigant is normal saline, and it can be applied by bulb syringe, pouring, or low- or high-pressure lavage. Each method has its benefits. High-pressure irrigation removes more bacteria and necrotic tissue than a bulb syringe and may be more effective when there has been massive contamination or delay in treatment. However, a decrease in new bone formation has been noted in the first week after high-pressure irrigation when compared with control sites, and contamination has been found 1 to 4 cm away from the wound after pulsatile lavage, as well as some propagation of the contamination down the bone canal. In addition, the position of the irrigation tip close to the tissue may affect the degree of cleaning. More recently, Draeger and Dhaners noted more soft-tissue damage in an in vitro experimental model in which high-pressure pulsatile lavage was used than when bulb-syringe suction was used. They also noted that the high-pressure lavage removed less contaminant than other debridement methods and postulated that the lavage may drive contaminants deeper into the tissue. Other authors also have shown increased soft-tissue damage with high-pressure lavage compared with low-pressure lavage. The current consensus seems to lean toward high-volume, low-pressure lavage repeated an adequate number of times to effect the best healing and prevention of infection.

TABLE 53.4
Irrigation Variables
From Anglen JO: Wound irrigation in musculoskeletal injury, J Am Acad Orthop Surg 9:219, 2001.
Variable Effect Recommendation
Volume In animal studies, increasing volume removes more particulate matter and bacteria, but the effect plateaus at a level dependent on the system. Grade 1 fractures, 3 L
Grade 2 fractures, 6 L
Grade 3 fractures, 9 L
Pressure Increased pressure removes more debris and bacteria; however, the highest pressure settings damage bone, delay fracture healing, and may increase risk of infection by damaging soft tissues. Use a power irrigation system that provides a variety of settings; select a low- or middle-range setting.
Pulsation In theory, pulsation improves removal of surface debris by means of tissue elasticity; limited studies have not confirmed the effect or have suggested decreased efficacy. Not established

The amount of fluid used varies with the method of application. There also is a question of whether additives to the irrigation solution are beneficial. Additives are generally of three types: antiseptics, which include among others povidone-iodine, chlorhexidine gluconate, hexachlorophene, and hydrogen peroxide; antibiotics, such as bacitracin, polymyxin, and neomycin; and surfactants, such as castile soap or benzalkonium chloride ( Table 53.5 ). Bhandari et al. noted that the combination of low-pressure lavage and 1% liquid soap was the most effective irrigating solution for in vivo removal of bacteria. In a more recent prospective, randomized, controlled trial, Anglen compared nonsterile castile soap with bacitracin solution for the irrigation of 398 lower extremity open fractures. Anglen found no significant differences with respect to infection and bone healing, but wound healing problems were more common in the bacitracin group.

TABLE 53.5
Irrigation Additives
From Anglen JO: Wound irrigation in musculoskeletal injury, J Am Acad Orthop Surg 9:219, 2001.
Class Examples Advantages Disadvantages Recommendation
Antiseptics Povidone-iodine, chlorhexidine, hydrogen peroxide Broad spectrum of activity against bacteria, fungi, viruses; kill pathogens in the wound Toxic to host cells, may impair immune cell function and delay or weaken wound healing Findings from animal and clinical studies are contradictory; toxicity is more clearly established than benefits; should not be used
Antibiotics Bacitracin, polymyxin, neomycin Bacterial or bacteriostatic activity in the wound, if in adequate concentration and duration Cost, rare toxicity or allergic reaction, promotion of bacterial resistance Clinical efficacy in preventing infection not proved; should not be used routinely
Surfactants Castile soap, green soap, benzalkonium chloride Interfere with bacterial adhesion to surfaces; emulsify and remove debris Mild host-cell toxicities Clinical efficacy not proved; consider use in highly contaminated wounds; first irrigations

All these additives have advantages and disadvantages, but none has been shown to be clinically efficacious at this time. The FLOW study (Fluid Lavage of  Open Wound) was undertaken to help clarify the conflicting recommendations regarding irrigation pressure and irrigation solutions. In an international, multicenter, blinded, randomized, controlled trial, patients with open extremity fractures were divided into six groups: high-pressure irrigation (>20 psi), low-pressure irrigation (5 to 10 psi), or very low-pressure irrigation (1 to 2 psi), with either normal saline or a 0.45% solution of normal saline and castile soap. Fractures of the hands, toes, and pelvis were excluded. Reoperation within 12 months for bone or wound healing problems or wound infection was chosen as the primary end point of the study. In 2447 eligible patients, there was no significant difference in reoperation among the pressure groups (13.2% high pressure, 12.7% low pressure, and 13.7% very low pressure). Reoperation was significantly higher in the soap group (14.8%) than the saline group (11.6%). The authors concluded that very low-pressure irrigation is an acceptable, low cost alternative to pressure-irrigation devices and that soap solution is not superior to saline alone.

Our protocol has been to use 9 L of gravity-flow irrigation in most cases. Additional fluid may be needed in highly contaminated fractures, whereas lesser amounts (5 to 6 L) are usually sufficient in minimally contaminated upper extremity injuries. Our previous protocol called for genitourinary irrigant as an additive; however, we are currently not placing additives in our irrigation fluid. Regardless of the type of irrigation, the most important part of wound cleansing is the surgical debridement of dead and contaminated tissue.

Controversy also surrounds the closure of wounds after irrigation. Historically, leaving the wound open has been recommended, but, with the development of powerful antibiotics and early aggressive debridement, more institutions are reporting success with loose closure of wounds, with or without drainage. If debridement does not result in a surgically clean wound, closure should not be done. In addition, the skin should not be closed under tension because this may result in further skin necrosis and ischemia. The proper tension has been described as a wound that can be closed with 2-0 nylon without breaking. Structures should be kept moist with occlusive dressings. The use of a “bead pouch” in which methyl methacrylate impregnated with powdered antibiotics, such as vancomycin or tobramycin, is rolled into small beads that are placed on a wire and laid in the wound has been shown to be very cost effective in control of deep infection.

Early closure of the wound has been shown to decrease the incidences of infection, malunion, and nonunion. A variety of methods can be used for wound closure, including direct suturing, split-thickness skin grafting, and free or local muscle flaps. The method chosen depends on several factors, including the size and location of the defect and associated injuries. In a multicenter study of 195 tibial fractures that required flap coverage, ASIF/OTA class C injuries that were treated with a rotational flap were 4.3 times more likely to have a wound complication requiring operative intervention than were injuries treated with a free flap.

A relatively recent innovation, vacuum-assisted closure (KCI, San Antonio, TX), has been reported to be useful in accelerating wound healing by reducing chronic edema, increasing local blood flow, and enhancing granulation tissue formation. The few reports of the use of vacuum-assisted closure in the management of orthopaedic injuries have been generally favorable, but its efficacy has not been clearly proven. The vacuum-assisted closure device usually is applied at the end of each irrigation and debridement until the wound is considered clean.

Irrigation and Debridement of Open Wounds

Our policy is to repeat debridement of all Gustilo type III open fractures within 24 to 72 hours of the first debridement. We also repeat debridement and irrigation of all wounds that are questionable, regardless of the Gustilo classification. Debridement and irrigation are repeated at 48-hour intervals until a clean wound is obtained. This may require removing any internal fixation or external fixation to allow complete exposure of the bone.

Technique 53.2

  • Begin the procedure by ensuring adequate personal protection, including splash guards, goggles, boots, and additional protective gloves.

  • Prepare the patient and the skin and apply a sterile tourniquet if possible, but do not inflate the tourniquet.

  • Wash and drape the wound as for a normal surgical procedure, but allow for a wide exposure of the involved area (entire limb, possibly extending to the torso). Use impermeable drapes.

  • Begin the debridement at the skin and proceed in an orderly fashion. Remove devitalized skin until bleeding is visible in the skin edge. Progressive removal of skin is recommended over wide margins.

  • In a similar fashion, remove the subcutaneous tissue, including all contaminated tissue.

  • Cut and coagulate veins.

  • Preserve superficial nerves if they are intact, which is infrequent.

  • Remove devitalized fat beneath the flaps down to clean, bleeding, subcutaneous tissue.

  • Open the fascia to allow exposure of the muscle tendon and removal of all devitalized muscle, paying attention to the four “ C ”s (color, contractility, circulation, and consistency).

  • Trim completely severed tendons back to viable tendon. Intact tendons should be cleaned and not excised, at least in the first debridement.

  • Enlarge the wound to allow adequate debridement and exposure of the fracture. In most cases, remove devascularized bone, especially if it is highly contaminated. Remove contamination in the medullary canal by progressively removing bone with a saw or rongeur. Curettage of the medullary canal should be avoided to prevent proximal migration of the infected material.

  • After all dead tissue has been removed, irrigate the wound with normal saline and an appropriate additive.

  • If the wound can be closed, suture the surgically created wound first. Loosely close the remaining wound over a drain if necessary, provided there is no excessive pressure or tension on the skin. If closure is not possible, leave the wound open. Keep structures such as bone, nerve, and tendon moist. A bead pouch (see Chapter 21 ) can be used as an impervious dressing to maintain moisture. Alternatively, a negative pressure wound therapy dressing can be placed. This type of dressing facilitates reduction of dead space and edema. A specialized sponge is used over bone or tendon.

  • Whether to use internal or external fixation usually is decided after debridement is done and may influence the wound closure and dressing. We prefer to prepare and drape the patient again, discard all instruments used during the debridement, and change operating gowns and gloves before applying internal or external fixation.

Postoperative Care

Antibiotics are continued according to the grade of wound severity (see section on open fractures).

Treatment of Bone Injuries

Small fragments of bone that are completely devoid of soft-tissue attachment and are avascular are removed. Small fragments that are grossly contaminated with foreign material probably should be removed as well because adequate cleansing is rarely possible. Removal of large avascular fragments is controversial. It generally is best to remove any avascular bone and plan on later replacement with autogenous bone grafting. Retained avascular fragments are a source of adherence for bacteria and probably are the most frequent cause of persistent infection after open fractures. When large segments of cortical bone are extruded, sterilization of these segments has been done experimentally with the use of povidone-iodine, autoclaving, and chlorhexidine-gluconate antibiotic solutions. The use of Ilizarov distraction histogenesis techniques for losses of large segments of bone also has been reported. Judgment must be exercised in this aspect of the management of open fractures. Small pieces of bone with intact periosteum and soft tissue should be retained because they may act as small grafts and stimulate fracture healing.

In addition to the contamination of open fractures, the disruption of the periosteum reduces bone vascularity and viability and adds to the difficulty in management of open fractures compared with closed fractures. More severe disruption of the soft tissue around the fracture usually produces more fracture instability and makes stabilization of the fracture more difficult.

Fracture Stabilization

An open fracture generally should be stabilized with the method that provides adequate stability with a minimum of further damage to the vascularity of the zone of injury and its associated soft tissues. For type I wounds, essentially any technique that is suitable for closed fracture management is satisfactory. Treatment of types II and III wounds is more controversial, with proponents of traction, external fixation, nonreamed intramedullary nailing, and occasionally plate and screw fixation. Generally, external fixation is preferred for metaphyseal-diaphyseal fractures with occasional limited internal fixation with screws. In the upper extremity, casting, external fixation, and plate and screw fixation are popular methods of stabilization. In the lower extremity, open diaphyseal femoral and tibial fractures have been treated successfully with intramedullary nailing, and results are encouraging for the use of nonreamed intramedullary nails in types I, II, and IIIA fractures.

Our experience with open femoral and tibial fractures treated at the Elvis Presley Regional Trauma Center confirms the effectiveness of unreamed intramedullary fixation of these fractures. Of 125 open femoral fractures treated with unreamed and reamed nailing, all united, and infection developed in only five (4%). Of 50 open tibial fractures (three Gustilo type I, 13 type II, 22 type IIIB, and 12 type IIIB), union was obtained in 48 (96%), infection occurred in four (8%), and malunion occurred in two (4%). Eighteen fractures (36%) required dynamization, bone grafting, or both to obtain union. For types IIIB and IIIC injuries that are salvageable, external fixation is still the primary method of treatment. As important as any other factor is the surgeon’s familiarity with the surgical stabilization technique chosen, as long as further devascularization is minimized.

The method used to reduce and immobilize the fracture depends on the bone involved, the type of fracture, the efficacy of the debridement, and the patient’s general condition. When it is desirable to limit further trauma from surgery, and when the fracture is stable, it can be reduced and a cast applied as for a closed fracture. The cast must be bivalved or windowed to allow inspection of the wound. External fixation allows easy evaluation of the skin and soft tissues and may be preferable even for stable fractures with unstable soft tissues, such as tibial pilon fractures. Open fractures involving the shaft of the humerus, the tibia, the fibula, or the small bones can be reduced and immobilized in this fashion. If sophisticated techniques are unavailable, skeletal traction provides enough stability and allows adequate exposure of most wounds. The more unstable a fracture, the more justified is some type of surgical stabilization or a staged stabilization.

Fractures involving joints or physes may require internal fixation to maintain alignment of the articular surfaces and physes. Usually, Kirschner wires or limited internal fixation with or without external fixation is sufficient to accomplish this purpose without introducing much foreign material. If possible, we treat the soft tissues and the wound, allow the soft tissues to heal, and then proceed with open reduction and internal fixation of intraarticular fractures through a clean surgical wound. Specific methods of fracture fixation are discussed later in this chapter.

Fracture Healing (Bone Regeneration)

The multitude of factors involved in fracture healing have been investigated in numerous clinical, biomechanical, and laboratory studies but are not yet fully defined. Understanding of the cellular and molecular pathways that govern the process of fracture healing has increased but is far from complete. Fracture healing can be considered from any of several viewpoints, including biologic, biochemical, mechanical, and clinical. A discussion of all the aspects of fracture healing is beyond the scope of this book, and the reader is referred to the excellent journal articles and textbooks devoted to this subject for more information.

Fracture healing is a complex process that requires the recruitment of appropriate cell (fibroblasts, macrophages, chondroblasts, osteoblasts, osteoclasts) and the subsequent expression of the appropriate genes (those that control matrix production and organization, growth factors, transcription factors) at the right time and in the right anatomic location. A fracture initiates a sequence of inflammation, repair, and remodeling that can restore the injured bone to its original state within a few months if each stage of this complex interdependent cascade proceeds undisturbed. Clinical union occurs when progressively increasing stiffness and strength provided by the mineralization process makes the fracture site stable and pain free. Radiographic union is present when plain radiographs show bone trabeculae or cortical bone crossing the fracture site. Radioisotope studies have shown increased activity in fracture sites long after painless function has been restored and radiographic union is present, indicating that the remodeling process continues for years.

In the inflammatory phase of fracture healing, a hematoma is formed from the blood vessels ruptured by the injury. Inflammatory cells invade the hematoma and initiate the lysosomal degradation of necrotic tissue. The hematoma may be a source of signaling molecules, such as transforming growth factor-beta (TGF-beta) and platelet-derived growth factor (PDGF), which initiate and regulate the cascades of cellular events that result in fracture healing. The reparative phase, which usually begins 4 or 5 days after injury, is characterized by the invasion of pluripotential mesenchymal cells, which differentiate into fibroblasts, chondroblasts, and osteoblasts and form a soft fracture callus. Proliferation of blood vessels (angiogenesis) within the periosteal tissues and marrow space helps route the appropriate cells to the fracture site and contributes to the formation of a bed of granulation tissue. The transition of the fracture callus to woven bone and the process of mineralization, which stiffens and strengthens the newly formed bone, signal the beginning of the remodeling phase, which may last for months or even years. The woven bone is replaced by lamellar bone, the medullary canal is restored, and the bone is restored to normal or nearly normal morphology and mechanical strength. Each of these stages overlaps the end of the stage preceding it, so fracture healing is a continuous process.

Einhorn described four distinct healing responses, characterizing them by location: bone marrow, cortex, periosteum, and external soft tissues ( Fig. 53.12 ). He suggested that perhaps the most important response in fracture healing is that of the periosteum, where committed osteoprogenitor cells and uncommitted, undifferentiated mesenchymal cells contribute to the process by a recapitulation of embryonic intramembranous ossification and endochondral bone formation. The periosteal response has been shown to be rapid and capable of bridging gaps as large as half the diameter of the bone; it is enhanced by motion and inhibited by rigid fixation. The external soft-tissue response also depends heavily on mechanical factors and may be depressed by rigid immobilization. This response involves rapid cellular activity and the development of early bridging callus that stabilizes the fracture fragments. The type of tissue formed evolves through endochondral ossification in which undifferentiated mesenchymal cells are recruited, attach, proliferate, and eventually differentiate into cartilage-forming cells.

FIGURE 53.12, Tissue types that contribute to four main fracture healing responses.

During the complex fracture-repair process, four basic types of new bone formation occur: osteochondral ossification, intramembranous ossification, oppositional new bone formation, and osteonal migration (creeping substitution). The type, amount, and location of bone formed can be influenced by fracture type, gap condition, fixation rigidity, loading, and biologic environment. Cells subjected to compression and low oxygen tension have been shown to differentiate into chondroblasts and cartilage, whereas those under tension and high oxygen tension differentiate into fibroblasts and produce fibrous tissue, suggesting that the type of stress applied to immature or undifferentiated tissue determines the type of bone formed ( Fig. 53.13 ).

FIGURE 53.13, Hypothetical bone formation mechanism under different types of mechanical stress, as proposed by Carter et al.

Uhthoff listed a number of systemic and local factors that affect fracture healing ( Box 53.4 ) and classified them as being present at the time of injury, caused by the injury, dependent on treatment, or associated with complications. Factors identified as predictive of complications, especially infection, include the condition of the soft tissues and the level of trauma energy, as evidenced by the AO classification; body mass index of 40 or higher; and compromising comorbidities such as age 80 years or older, smoking, diabetes, malignant disease, pulmonary insufficiency, and systemic immunodeficiency. Infections were found to be almost eight times more frequent in patients with three or more compromising factors than in those with none.

BOX 53.4
Factors Influencing Fracture Healing
From Uhthoff HK: Fracture healing. In Gustilo RB, Kyle RF, Templeman DC: Fractures and dislocations , St. Louis, 1993, Mosby.

  • I.

    Systemic Factors

    • A.

      Age

    • B.

      Activity level including

      • 1.

        General immobilization

      • 2.

        Space flight

    • C.

      Nutritional status

    • D.

      Hormonal factors

      • 1.

        Growth hormone

      • 2.

        Corticosteroids (microvascular osteonecrosis)

      • 3.

        Others (thyroid, estrogen, androgen, calcitonin, parathyroid hormone, prostaglandins)

    • E.

      Diseases: diabetes, anemia, neuropathies, tabes

    • F.

      Vitamin deficiencies: A, C, D, K

    • G.

      Drugs: nonsteroidal antiinflammatory drugs, anticoagulants, factor XIII, calcium channel blockers (verapamil), cytotoxins, diphosphonates, phenytoin, sodium fluoride, tetracycline

    • H.

      Other substances (nicotine, alcohol)

    • I.

      Hyperoxia

    • J.

      Systemic growth factors

    • K.

      Environmental temperature

    • L.

      Central nervous system trauma

  • II.

    Local Factors

    • A.

      Factors independent of injury, treatment, or complications

      • 1.

        Type of bone

      • 2.

        Abnormal bone

        • a.

          Radiation necrosis

        • b.

          Infection

        • c.

          Tumors and other pathologic conditions

      • 3.

        Denervation

    • B.

      Factors depending on injury

      • 1.

        Degree of local damage

        • a.

          Compound fracture

        • b.

          Comminution of fracture

        • c.

          Velocity of injury

        • d.

          Low circulatory levels of vitamin K 1

      • 2.

        Extent of disruption of vascular supply to bone, its fragments (macrovascular osteonecrosis), or soft tissues; severity of injury

      • 3.

        Type and location of fracture (one or two bones, e.g., tibia and fibula or tibia alone)

      • 4.

        Loss of bone

      • 5.

        Soft-tissue interposition

      • 6.

        Local growth factors

    • C.

      Factors depending on treatment

      • 1.

        Extent of surgical trauma (blood supply, heat)

      • 2.

        Implant-induced altered blood flow

      • 3.

        Degree and kind of rigidity of internal or external fixation and the influence of timing

      • 4.

        Degree, duration, and direction of load-induced deformation of bone and soft tissues

      • 5.

        Extent of contact between fragments (gap, displacement, overdistraction)

      • 6.

        Factors stimulating posttraumatic osteogenesis (bone grafts, bone morphogenetic protein, electrical stimulation, surgical technique, intermittent venous stasis [Bier])

    • D.

      Factors associated with complications

      • 1.

        Infection

      • 2.

        Venous stasis

      • 3.

        Metal allergy

We also have found that a patient’s general health and habits, socioeconomic situation, and neuropsychiatric history are good predictors of the risk of complications after open fractures. Taking into consideration several patient variables, we developed a host classification ( Box 53.5 ) that has been helpful. In a retrospective review of 87 patients with open tibial fractures, we found that complications developed in 48% of type C hosts, in 32% of type B hosts, and in 19% of type A hosts. Specifically, infections occurred in 32% of type C hosts, in 17% of type B hosts, and in 11% of type A hosts. Because the host classification can be determined at initial evaluation, it allows an earlier prediction of complications than does the Gustilo classification (which often can be definitively determined only at debridement). Used as an adjunct to the Gustilo system, host classification also can help determine at initial evaluation whether a wound can be closed after debridement.

BOX 53.5
Host Classification for Determining Risk of Complications of Open Fractures

Type A Host

  • No systemic illness (e.g., insulin-dependent diabetes mellitus, rheumatoid arthritis, active infection)

  • No immunosuppression (pharmacologic or disease)

  • No substance abuse (tobacco, alcohol, illicit drugs)

  • Stable socioeconomic status (nutrition, housing, assistance)

  • Normal neuropsychiatric history

Type B Host

  • One systemic illness: controlled (i.e., controlled diabetes mellitus, long-term anticoagulant or antiplatelet therapy)

  • No immunosuppression (pharmacologic or disease)

  • Isolated tobacco or recreational drug use

  • Impaired socioeconomic status (lack of adequate nutrition, housing, assistance)

  • History of neuropsychiatric impairment—treated

Type C Host

  • Uncontrolled or multiple systemic illnesses

  • Immunosuppression (pharmacologic or disease)

  • Polysubstance abuse

  • Unstable socioeconomic status (malnourished, homeless, no assistance)

  • History of neuropsychiatric impairment: untreated

  • Combination of any of these factors

Stimulation of Fracture Healing

Bone Grafting

Autologous Bone Grafts

Autologous bone grafts contain the three required components for the formation of bone: osteoconduction, osteoinduction, and cellular osteogenesis. Osteoconduction refers to the scaffolding that allows bone ingrowth. Osteoinduction is the ability to induce the production of osteoblasts. Primitive osteocytes are necessary to form osteoblasts.

Autologous grafts are obtained from multiple areas. Local bone removed at the time of arthrodesis can be reused after removing all soft tissue and then morselizing this bone into much smaller pieces. A bone mill also can be used to finely morselize this bone. This increases the number of live cells and proteins for osteoinduction.

The iliac crest is the second most common area for autograft harvest. The posterior iliac crest offers more bone for grafting than the anterior surface and can be used for morcelized bone or structural bone such as a tricortical graft. Unfortunately, bone harvest from the iliac crest is prone to complications such as donor site pain, neuromas, fracture, and heterotopic bone formation. Techniques for harvest of iliac bone grafts are described in Chapter 1 .

The fibula can be used for a structural graft, and the ribs can be used for a structural or morcelized graft. The tibia also has been used for long corticocancellous structural grafts, but the use of these structural grafts has declined with the advent of rigid internal fixation and reliable allografts.

The harvest of femoral bone marrow using the techniques of femoral nailing and a specialized reamer/irrigator/aspirator (RIA) (Synthes) is a more recent method for obtaining significant amounts of marrow from the femur ( Fig. 53.14 ). The RIA was developed to decrease intramedullary pressure and fat embolism during reaming, and significant decreases in intramedullary pressure and femoral vein fat have been documented with its use. In the process of doing this, the reamings and effluent are captured, and a sizable amount of marrow may be aspirated for bone grafting. Depending on the patient and the source bone, from 25 to 90 mL of bone may be captured. These bony fragments are rich in mesenchymal stem cells. Additionally, the supernatant is rich in fibroblast growth factor (FGF)-2, insulin-like growth factor (IGF)-beta1, and latent TGF-beta1 but not bone morphogenetic protein-2 (BMP2). As a result, the RIA is a potential source for autologous bone, mesenchymal stem cells, and bone growth factors. When used as a spinal graft, however, this technique may require obtaining the graft before the spinal procedure with a different position and draping.

FIGURE 53.14, Reamer, irrigator, aspirator for obtaining marrow during femoral reaming; the aspirated marrow can be used for bone grafting.

This technique is not without complications. Fractures of the donor bone have been reported, some requiring additional fixation. Perforation of the cortex of the reamed bone that required insertion of prophylactic intramedullary fixation also has been described. Significant blood loss from aspiration has been reported. To avoid or minimize these problems, several actions have been suggested.

  • Preoperative radiographs of the donor bone should be evaluated for deformity, and the isthmus should be measured to determine the limits of reaming.

  • Blood should be available to replace aspirated blood and marrow.

  • The aspirator should be turned off when reaming is not being performed to avoid unnecessary blood loss.

  • The donor bone should be carefully evaluated after reaming to check for perforations. A prophylactic intramedullary device should be available if a perforation is detected.

  • Postoperative ambulation should be protected to prevent donor bone fracture.

  • The patient’s hematocrit level should be checked at the end of the procedure and over the next 24 hours to detect significant blood loss.

  • Finally, patients with known metabolic bone disease such as osteoporosis or even simple osteopenia of the involved bone may not be the best candidates for this procedure.

Harvest of Femoral or Tibial Bone Graft With the RIA Instrumentation

Technique 53.3

Preoperatively

  • Select the proper tube length and assembly for the bone to be reamed.

  • Confirm the reaming diameter with diaphyseal radiographic measurement ( Fig. 53.15A ).

    FIGURE 53.15, Harvest of femoral or tibial bone graft with RIA instrumentation (see text). A, Confirmation of reaming diameter. B and C, Access to and reaming of medullary canal. D, Insertion of reamer. E, Reaming of canal. F, Removal of graft material. G, Bone graft pushed out of inner filter. SEE TECHNIQUE 53.3.

  • For bone harvesting, select a reamer head no larger than 1.5 mm than the measured isthmus diameter.

Operatively

  • Position the patient as for a standard intramedullary nailing (supine or lateral for the femur and supine for the tibia).

  • Gain access to the bone as for a standard intramedullary nailing procedure ( Fig. 53.15B and C).

  • Insert the guidewire (reaming wire) down to the physeal scar and confirm placement by image intensification on both anteroposterior and lateral views.

  • Assemble the RIA according to the manufacturer’s directions.

    • Attach the drive shaft to the RIA and cover the connection with the locking clip.

    • Attach the drive shaft seal to the proximal end of the drive shaft.

    • Attach the drive unit (reamer driver).

    • Connect the irrigation, clamped closed until irrigation begins, to the smaller port marked “I.”

    • Connect the aspiration (suction) to the larger port.

    • Be sure the graft filter is on this tubing to collect the bone aspirate.

    • Connect the aspiration tube to suction.

  • Slide the RIA over the guidewire ( Fig. 53.15D ).

  • Start the irrigation and aspiration to confirm proper functioning before insertion.

  • Insert the reamer into the bone ( Fig. 53.15E ) and confirm its position with image intensification.

  • A flow of bone should be visible in the aspiration tube as the reamer is advanced under power. Never ream when there is no irrigation or aspiration.

  • Ream 20 to 30 mm and then retract 50 to 80 mm to allow the irrigation fluid to fill the space ( Fig. 53.15F ).

  • Repeat this slow advancement until resistance is felt.

  • Repeat the retraction maneuver with reinsertion until the desired end point is reached on image intensification.

  • The reamer can be reversed if reaming becomes difficult.

  • Stop irrigating after removing the RIA from the medullary canal.

  • Turn off the suction or clamp the suction tubing.

  • Hold the graft filter vertically and compress the graft with a plunger; record the volume measurement.

  • With the plunger inserted, invert the filter and remove the inner filter from the outer canister.

  • Hold the inner filter over an appropriate container and push out the bone graft ( Fig. 53.15G ).

  • Carefully check the donor bone for areas of weakness or reamer perforation.

  • Close the wound in layers as after intramedullary nailing.

Postoperative Care

Although cadaver studies have found that RIA does not dramatically diminish the mechanical properties of the femur and does not require postoperative weight-bearing restrictions, we prefer to protect the donor bone by having the patient use crutches and limit weight bearing until healing is confirmed on a radiograph.

Bone Graft Substitutes

Although autogenous material, such as iliac crest bone, remains the gold standard for filling bone defects caused by trauma, infection, tumor, or surgery, its use increases the morbidity of the surgical procedure, increases anesthesia time and blood loss, and often causes significant postoperative donor-site complications (e.g., pain, cosmetic defect, fatigue fracture, heterotopic bone formation). The amount of autogenous bone available for grafting also is limited. Because of these limitations, a number of bone graft substitutes have been developed.

A bone graft substitute classification system proposed by Laurencin et al. divides these into five major categories: allograft-based, factor-based, cell-based, ceramic-based, and polymer-based ( Table 53.6 ). Allograft substitutes use allograft bone with or without other elements and can be used as structural or filler grafts. Factor-based substances include both natural and recombinant growth factors and can be used alone or in combination with other products. Cell-based substitutes use cells to produce new bone. Ceramic-based substitutes use various ceramics as a scaffold for bone growth, and polymer-based substitutes use biodegradable polymers alone or with other materials. A miscellaneous group includes tissue from marine sources such as coral and sponge skeleton.

TABLE 53.6
Bone Graft and Bone Graft Substitutes
Class Use Example Properties Carrier
Autograft Use alone ICBG Osteoinductive
Osteoconductive
Osteogenic
No
Allograft Alone or combination Freeze-dried bone
DBM
Osteoconductive
Osteoinductive
Yes
Factor based Combination required rhBMP-7 Osteoinductive No
Cell based Alone or combination Mesenchymal stem cells Osteogenic
Ceramic Alone or combination Calcium phosphate, calcium sulfate
Bioactive glass
Osteoconductive Yes
Polymer Combination Nondegradable and biodegradable polymers Osteoconductive Yes
Miscellaneous Alone or combination Coralline hydroxyapatite Osteoconductive Yes
BMP, Bone morphogenetic protein; DBM, demineralized bone matrix; ICBG, iliac crest bone graft.

Allograft-Based Bone Graft Substitutes

Allograft comes in many forms and is prepared in many ways, including freeze-dried, irradiated (electron beam and gamma ray), and decalcified. Freeze-dried and irradiated forms can be used for structural support when taken from cortical bone. Some forms can be milled for special applications, such as use in intervertebral cages or morcelized as a bone extender. Demineralized bone matrix (DBM) is the decalcified form of allograft that contains the osteoinductive proteins that stimulate bone formation. It is supplied as a putty, injectable gel, paste, powder, strips, and mixtures of these. Some of these forms may be mixed with bone marrow to add osteogenic pluripotent cells. There is considerable variability in bone stimulation between different DBM products, which may be because of multiple factors, including the source (bone bank and/or donor), processing procedures, form, and carrier type. Demineralized allograft usually is mixed with a carrier such as glycerol, calcium sulfate powder, sodium hyaluronate, and gelatin. Sterilization of DBM by gamma irradiation and ethylene oxide exposure decreases the risk of disease transmission but also may decrease the osteoinductive activity of the product. All of these factors add significant variability in the efficacy of bone activation by these substances.

DBM is contraindicated in patients with severe vascular or neurologic disease, fever, uncontrolled diabetes, severe degenerative bone disease, pregnancy, hypercalcemia, renal compromise, Pott disease, or osteomyelitis or sepsis at the surgical site.

Transmission of disease from the donor is a rare but documented risk. Other complications of allografts include variable osteoinductive strength and infection of the graft. Even with rigorous donor screening and various methods of sterilization, complete removal of viral and bacterial infectious agents cannot be fully achieved. Large allografts for structural replacement have the greatest risks of disease transmission. Bacterial infections and hepatitis B and C have been reported in patients who received allografts. DBM is much less likely to transmit infection from the donor to the recipient.

Growth Factor–Based Bone Graft Substitutes

Urist first discovered BMP in 1965 when he recognized its ability to induce enchondral bone formation. Since then, numerous proteins have been isolated from this group. They are part of a very large group of cytokines and metabologens grouped together as growth factors and aid in the development of multiple tissues. Most of the BMPs used today are in the bone superfamily TGF-beta. This superfamily includes the inhibin/activin family, Müllerian-inhibiting substance family, and the decapentaplegic family ( Table 53.7 ). Most of the proteins in the TGF-beta family do not help form bone but are involved in the production, regulation, and modulation of other tissues ( Table 53.8 ). Presently, only two proteins have been isolated, produced, and approved for use in humans. Because they are produced by the recombinant process, they are designated rhBMP-2 and rhBMP-7. Other BMPs that have been shown to have osteogenic properties are BMP-4, -6, and -9. The US Food and Drug Administration (FDA) has approved rhBMP-2 for use in anterior lumbar fusion with a titanium cage. The use of rhBMP-7 or OP-1 is limited to use under the Humanitarian Device Exemptions for revision spinal fusion by the FDA.

TABLE 53.7
Transforming Growth Factor-Beta Family Ligands
TGF-beta 1 TGF-beta 2
TGF-beta 1,2,3 TGF-beta 2/1.2
TGF-beta 1.2 TGF-beta 3
TGF-beta 1/1.2 TGF-beta 5
TGF, Transforming growth factor.

TABLE 53.8
Bone Morphogenetic Proteins
Known Functions Gene Locus
BMP1 BMP1 does not belong to the TGF-beta family of proteins. It is a metalloprotease that acts on procollagen I, II, and III. It is involved in cartilage development. Chromosome: 8
Location: 8p21
BMP2 Acts as a disulfide-linked homodimer and induces bone and cartilage formation. It is a candidate as a retinoid mediator and plays a key role in osteoblast differentiation. Chromosome: 20
Location: 20p12
BMP3 Induces bone formation Chromosome: 14
Location: 14p22
BMP4 Regulates the formation of teeth, limbs, and bone from mesoderm. It also plays a role in fracture repair. Chromosome: 14
Location: 14q22-q23
BMP5 Performs functions in cartilage development Chromosome: 6
Location: 6p12.1
BMP6 Plays a role in joint integrity in adults Chromosome: 6
Location: 6p12.1
BMP7 Plays a key role in osteoblast differentiation. It also induces the production of SMAD1 and is key in renal development and repair. Chromosome: 20
Location: 20q13
BMP8a Involved in bone and cartilage development Chromosome: 1
Location: 1p35-p32
BMP8b Expressed in the hippocampus Chromosome: 1
Location: 1p35-p32
BMP10 May play a role in the trabeculation of the embryonic heart Chromosome: 2
Location: 2p14
BMP15 May play a role in oocyte and follicular development Chromosome: X
Location: Xp11.2
BMP , Bone morphogenetic protein; TGF-beta , transforming growth factor-beta.

BMP-2 and BMP-7 are water soluble and require a carrier to remain in the operative area to be effective. They are either supplied in a carrier or added to a carrier. By choosing a carrier that also has osteoconductive properties, the power of the inductive process is magnified. Care must be taken in choosing the carrier to avoid loss of the BMP.

Complications have been reported with the use of BMP in spinal surgery, and these are discussed in Chapter 41 .

Other proteins that show promise in bone formation include PDGF and vascular endothelial growth factor (VEGF).

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