Disorders of the Spinal Cord


Myelomeningocele

Management of a child with myelomeningocele is one of the most challenging tasks faced by pediatric orthopaedic surgeons. a

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Typically, patients with myelomeningocele are referred to as having spina bifida, but a more specific definition of terms is in order. Myelomeningocele is one of the more severe forms of what is termed spinal dysraphism, which also includes meningocele, lipomeningocele, and caudal regression syndrome (or lumbosacral agenesis). Neural tube defects is another collective term, encompassing the disorders of anencephaly, myelomeningocele, and encephalocele.

Spina bifida occulta is the mildest form of spinal dysraphism; this condition can be a simple radiographic curiosity or an incidental finding of incomplete formation of the posterior arch of the spinal column, usually identified in the lower lumbar or sacral spine. Typically, neither the overlying skin nor the underlying neural elements are affected, and the patient is otherwise completely normal clinically and on imaging studies. In an occasional patient, spina bifida occulta may be associated with an overlying sinus, fatty deposit, or hemangioma. In these cases, there may be associated myelodysplasia that requires further investigation, typically consisting of magnetic resonance imaging (MRI) of the spinal cord.

Meningocele is a condition in which the meninges are exposed in a saclike protrusion, almost always posteriorly, but rarely anteriorly or laterally. Because of the risk of breakdown of the meninges and secondary infection of the central nervous system (CNS), surgical repair is usually required. This lesion may be present in the cervical, thoracic, lumbar, or sacral spine. When located at the base of the skull, it is usually referred to as an encephalocele. In meningocele, there is typically no involvement of the neural elements (i.e., no myelodysplasia), so there is usually no associated bowel, bladder, or lower extremity paralysis. Affected patients do have a higher than average risk for congenital vertebral anomalies, progressive noncongenital scoliosis during growth, or the development of tethered cord syndrome, presumably because of scarring in the meninges; as a result, they require monitoring during growth.

Myelomeningocele (spina bifida, or sometimes meningomyelocele) is a severe developmental anomaly characterized not only by exposure of the meninges but also by myelodysplasia of the underlying neural elements and CNS malformation. Dysplasia of the spinal cord and nerve roots results in bowel, bladder, motor, and sensory paralysis distal to the malformation in most patients. Patients with myelomeningocele often have other lesions of the spinal cord, such as diastematomyelia and hydromyelia, which may be found at sites remote from the myelodysplastic lesion itself. Structural abnormalities of the brain cause hydrocephalus in most patients, potentially compromising neurologic function at yet another level.

Myelomeningocele is a multisystem disorder that demands a coordinated approach from numerous health disciplines to maximize each patient’s potential. The orthopaedist should remember that the patient’s neurologic dysfunction is rarely limited to the level corresponding to the site of the spinal column dysraphism. Untreated hydrocephalus, Arnold-Chiari malformations, ventricular shunt revisions, CNS infections, and scarring of the residual spinal cord (tethered cord syndrome) may all compromise what would otherwise be considered a stable neurologic disorder. The orthopaedic surgeon should always document the level of neurologic function, and any loss of function should be evaluated.

Incidence

The incidence of myelomeningocele varies around the world. b

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Regional and national variations may be the result of different genetic compositions among different populations, as well as environmental factors. The birth prevalence rate of myelomeningocele from 1983 to 1990 for 16 states in the United States was 4.6 cases/10,000 live births. Prevalence by individual state varied from 3.0/10,000 in Washington to 7.8/10,000 in Arkansas. The ratio of affected females to males was 1.2:1; this slight female predilection has been noted in other studies.

The incidence of infants born with neural tube defects has been decreasing. c

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Some of this decrease may be the result of natural or unidentified causes, , , but two identifiable factors also appear to play a role. The more important factor is prenatal screening using ultrasonography, measurement of the maternal serum alpha-fetoprotein (AFP) level, or both, and elective termination of affected pregnancies. AFP is a protein normally present in fetal tissues and amniotic fluid from weeks 6 to 14 of gestation. With closure of the abdominal wall anteriorly and the neural tube posteriorly, AFP is no longer released into the amniotic fluid, so amniotic AFP decreases to undetectable levels. If the neural tube or abdominal wall remains open, AFP remains detectable in amniotic fluid and maternal serum. A maternal serum AFP screening program has reportedly reduced the birth incidence of neural tube defect by 80% in Scotland. , Other studies of AFP screening programs have reported a decrease in the birth incidence of anencephaly (by 96%–100%) and myelomeningocele (by 60%–82%).

The second factor in the decrease of neural tube defects is the administration of folate to women before and during pregnancy. d

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It has been demonstrated that adequate intake of folic acid periconceptionally can reduce the incidence of neural tube defects by 50% to 70%. The incidence of neural tube defects in the United States decreased 36% after the US Food and Drug Administration (FDA) mandated folate fortification in all standardized enriched cereal grain products in 1998.

Embryology

In the embryo, the CNS begins as a dorsal focal thickening caused by the proliferation of ectodermal cells. These cells increase in number and in height, ultimately forming a layer of pseudostratified epithelium. As the cells proliferate, a groove forms in the sagittal plane of the cell mass. This groove deepens, bringing the lateral portions of the neural plate toward each other. Contractile proteins located within the superficial margin of these cells are thought to be responsible for the actual contraction and drawing together of the neural folds. Progressive flexion brings the peripheral edges of the neural folds into contact. On approximately day 21, cell adhesion occurs at the point of contact, fusing the neural folds into the neural tube. Initially, fusion occurs near the center of the embryo at a point destined to become the craniovertebral junction. Fusion then proceeds longitudinally in both directions, forming the long neural tube. The cephalic (brain) end of the embryo closes first.

As the neural folds fuse to form the neural tube, the superficial ectoderm separates from the underlying (now fused) neural ectoderm and fuses with itself across the midline to close the back. The separation of superficial and neural ectoderm creates a plane into which mesenchymal cells migrate. This mesenchyma gives rise to the neural arch of the vertebrae and to paraspinal muscles. Closure of the neural ectoderm into a tubular structure and separation of the neural tube from the superficial ectoderm are critical events in the development of the CNS, and they are completed by 4 weeks after fertilization ( Fig. 32.1 ).

Fig. 32.1, Embryologic development of the spinal cord, demonstrating the formation of the neural crest with infolding of the neural plate into the neural tube. (A) Embryonic appearance at approximately 22 days. The neural tubes have fused opposite the somites but are widely spread out at both ends of the embryo. Closure of the neural tube occurs initially in the region corresponding to the future junction of the brain and spinal cord. (B) Cross section at level B (of part A) demonstrating formation of the neural tube and its detachment from the surface ectoderm. (C) Cross section at level C (of part A). Note that some neuroectodermal cells are not included in the neural tube but remain between it and the surface ectoderm as the neural crest. These cells first appear as paired columns but soon break into a series of segmental masses.

Causative Factors

The embryonic origin of myelomeningocele likely stems from developmental abnormalities occurring at 26 to 28 days of gestation, during the phase of closure of the neural tube. Abnormalities that develop during this process are termed neurulation defects and include myelomeningocele and anencephaly. Abnormalities arising in the next phase (canalization), from 28 to 48 days of gestation, are termed postneurulation defects and include meningocele, lipomeningocele, and diastematomyelia. Although considerable insight into normal tube closure and the factors that can disrupt this process has been gained in recent years, the exact mechanisms whereby human myelomeningocele and anencephaly arise remain elusive.

Morgagni is often credited with developing the theory that myelomeningocele results from rupture of the distal end of the neural tube. According to his theory, when cerebrospinal fluid (CSF) cannot escape from the ventricular pathways, it flows instead into the central canal of the neural tube, distends the tube, and bursts it open at the distal end, creating the myelomeningocele. It appears unlikely that Morgagni actually developed this theory because the pathophysiology of CSF flow was not understood at that time (1769). Morgagni’s real contribution was to note an association between hydrocephalus and spina bifida. A different mechanism for the development of myelomeningocele was postulated by Gardner. He thought that intrauterine hydrocephalus caused the distal end of the neural tube to rupture, producing myelomeningocele.

It was von Recklinghausen who postulated that myelomeningocele resulted from failure of the neural tube to close. This view was supported by Patten, who showed that overgrowth of the neural tube in embryos implied lack of closure or interference with closure of the neural tube.

As has been proven over time, myelomeningocele can be produced by interference with closure of the neural tube and by rupture of the already closed neural tube. Distention and rupture of the developing spinal cord in mouse embryos can be caused by poisoning the pregnant mouse with vitamin A. Thus primary failure to close and secondary rupture of the closed neural tube are possible causes of myelomeningocele.

Folate

Although several factors contributing to the development of myelomeningocele have been proposed in the literature, , the most important one identified is the association between folate deficiency in pregnant women and an increased risk of neural tube defects, including myelomeningocele, in their offspring. One study that compared mothers of children with neural tube defects, mothers of children with other abnormalities, and mothers of normal children found no difference in folate intake during pregnancy among the groups. Most studies, however, have demonstrated a 60% to 100% reduction in the risk of neural tube defects with the administration of adequate levels of folate to pregnant women. e

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The US Public Health Service recommends that all women of childbearing age who are capable of becoming pregnant should consume 0.4 mg of folic acid/day to reduce the risk of having a child affected by spina bifida or other neural tube defect. Total folate consumption should normally be less than 1 mg/day.

Heredity

Genetic factors also appear to play an important role in myelomeningocele. Genetic studies have investigated the possible role of cell adhesion molecules in neural tube formation and closure. Variations in these molecules may influence the risk for human neural tube defects. There is a significantly greater incidence of neural tube defects, including myelomeningocele, in the siblings of children affected with anencephaly or myelomeningocele than in the general population; the familial incidence of major neural tube defects has been reported as 6% to 8%. f

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For a couple with one affected infant, the risk of subsequent siblings incurring a major CNS malformation is approximately 1 in 14.

The exact nature of this increased familial incidence is not understood. An overall prevalence of 21.4% compared with 4.5% in adult controls was reported in one study. The risk is higher in larger families and in specific socioeconomic and geographic groups. Thus families with a history of neural tube defects should be counseled about this potential development, and pregnancies should be screened (see earlier, “Incidence”). Recent genetic studies have shown several associations with myelomeningocele. Mutations in folate transporter genes have shown association with susceptibility to neural tube defects. Also abnormalities of methylation of homeobox gene HOXB7 have also been associated with neural tube malformations.

Pathology

A thorough description of the pathologic findings of myelomeningocele was provided in 1886 by von Recklinghausen, who accurately dissected the spinal cord and meninges in cases of myelomeningocele and recognized every variety of spina bifida. Lesions can occur at any level along the spinal column but predominate in the lumbosacral area. The next most common site is the cervical spine (usually as an encephalocele or meningocele only), and a smaller number of lesions are scattered along the thoracic spine. The great majority of lesions are posterior, but a rare anterior or lateral meningocele may be encountered. In this case, the anterior cyst protrudes through the vertebral body, not through the vertebral arch.

The basic deformity of myelomeningocele is an open neural placode, which represents the embryologic form of the caudal end of the spinal cord. A narrow groove passes down the placode in the midline. This represents the primitive neural groove and is directly continuous with the central canal of the closed spinal cord above (and occasionally below) the neural placode. CSF passes down the central canal of the spinal cord and discharges from a small pit at the upper end of the placode to bathe the external surface of the neural tissue. This fluid does not indicate rupture of the myelomeningocele.

Skin

Skin is almost always absent over the myelomeningocele sac. Between the edge of the skin and the neural placode is a zone of thin epithelium. At points, skin may actually reach the edge of the neural placode. In the usual type of lesion, there is a raised mass on the back covered laterally at its base by normal skin, but the apex of the mass is devoid of skin ( Fig. 32.2 ); it is covered by a paper tissue–thin membrane (arachnoid) through which nerve roots can be seen. Within 1 or 2 days, this tissue breaks down to an ulcerated granulating surface. The lesion may heal over completely with epithelial growth from the periphery. Usually, however, the mass sloughs from secondary infection, which, without intervention, usually leads to meningitis and death. Hemangiomatous or other pigmented lesions are frequently seen in the skin surrounding the sac.

Fig. 32.2, Clinical appearance of untreated myelomeningocele sac. Note the large protrusion of the meninges, without protective skin. Breakdown of the sac usually occurs, followed by further neurologic injury, meningitis, and potentially encephalitis.

Meninges

Underlying the neural placode is the arachnoid sac and subarachnoid space. Because the superficial (dorsal) surface of the neural placode represents the everted interior of the neural tube, the deep (ventral) surface represents the entire outside of what should have been a closed neural tube. Thus the ventral and dorsal nerve roots arise from the deep (ventral) surface of the neural placode and pass through the subarachnoid space to their root sleeves. Because the placode is everted, the two dorsal roots are lateral to the two ventral roots.

Within a few millimeters of the edge of the skin is the junction between the skin and dura mater. Outside the dura mater is a true epidural space that contains epidural fat. The underlying vertebral bodies are flattened and widened. The pedicles are everted and lie almost horizontal in the coronal plane. The laminae are hypoplastic and often everted. The spinous processes are absent. The paraspinal muscle masses are present but are everted with the pedicles and laminae; thus they lie anteriorly and, as a result, often act as flexors of the spine instead of extensors. The muscles may be markedly attenuated because of the lack of innervation from the CNS.

The size of the sac on the child’s back at the time of birth depends on the amount of spinal fluid that has collected ventral to the neural placode.

Spinal Cord

Dysplasia of the spinal cord is invariably present. The cord may be (1) cystic or cavitated, (2) solid but degenerated and disorganized, or (3) grossly proliferated. Frequently, all these features are found together in varying degrees.

Peripheral Nerve Roots

Peripheral nerve development is not affected in myelomeningocele. At surgery and on dissection of postmortem specimens, normal peripheral roots are found in every case. However, inside the dura mater, the roots appear to have tenuous connections with the cord itself and are occasionally hard to identify.

Vertebrae

The principal defect is the arrested development of the posterior elements (laminae and spinous process). The posterior elements may be completely absent, in which case the pedicles alone are present, or there may be partial lamina formation. In the latter case, the intraspinal canal is widened as a result of lateral displacement of the pedicles on the vertebral bodies.

Brain

There may be associated anomalies of the cerebellum and brainstem (Chiari type II deformity) in which the posterior lobe of the cerebellum, medulla, and fourth ventricle have herniated through the foramen magnum into the cervical spinal canal ( Fig. 32.3 ). Rarely is a Chiari I deformity seen in myelomeningocele. In the more severe Chiari type III malformation, the entire cerebellum and lower brainstem are inferior to the foramen magnum. Hydrocephalus develops from the obstruction of CSF flow at the roof of the fourth ventricle because of dislocation of the ventricle, occlusion of the subarachnoid space at the site of herniation, occlusion of the same space at the tentorial level by adhesive arachnoiditis, or associated aqueduct stenosis. Other causes of hydrocephalus in myelomeningocele are the Dandy-Walker malformation, which consists of marked distention of the fourth ventricle from occlusion of the foramina of Luschka and Magendie, and so-called forking of the aqueduct of Sylvius, in which the aqueduct is represented by two narrow channels situated in a sagittal plane. Radiologic studies of CSF dynamics in children with hydrocephalus have shown increased production of CSF. Secondary changes in the brain develop as a result of increased pressure caused by the hydrocephalus.

Fig. 32.3, Arnold-Chiari malformations of the brainstem. (A) Type I Arnold-Chiari malformation, cerebellar tonsillar herniation only. (B) MRI appearance of type I Arnold-Chiari malformation. Note the associated cervicothoracic syringomyelia. (C) Type II Arnold-Chiari malformation, more extensive herniation of the cerebellum and brainstem through the foramen magnum. Type II malformations are usually seen in patients with myelomeningocele. (D) MRI appearance of type II Arnold-Chiari malformation. Note the associated cervicothoracic syringomyelia.

Natural History

Before the introduction of the Holter valve for the shunting of hydrocephalus and adequate closure of the myelodysplastic lesion, death frequently occurred in infancy because of hydrocephalus or sac breakdown followed by meningitis; survivors usually died from renal failure (55 of 57 in one study). Shunting of the hydrocephalus combined with sac closure led to a significant increase in survival but resulted in a large number of severely handicapped children. , This led to the introduction of selection criteria to determine which infants should receive aggressive surgical care. , Specific criteria against aggressive surgical treatment of patients born with myelomeningocele were proposed by Lorber after a review of 524 cases. He found that the presence of severe paralysis (upper lumbar or higher), head circumference at or above the 90th percentile, congenital kyphosis, other major congenital anomalies such as heart disease, and severe birth injury were associated with a significantly greater likelihood of death in infancy or severe handicaps in survivors. These factors became known as Lorber’s criteria, and their presence at birth was taken as a contraindication to aggressive surgical intervention. ,

However, other studies have noted that the level of paralysis is not an indicator of survival in patients who are not treated surgically. At present, most US centers do not have specific criteria for early surgical treatment, and the parents of all affected infants are offered surgical closure of the sac, followed almost invariably by ventriculoperitoneal shunting.

Fetal surgery for myelomeningocele was first performed in 1997 in the hope that intrauterine repair of the defect would result in less hindbrain herniation and improved mental and motor function. The success of this surgery is based on the “two-hit hypothesis,” which is based on the observation that the non-neurulated (not closed) spinal cord will function well initially. The failure of neurulation is the first “hit.” The exposed spinal cord is gradually damaged because it is openly exposed to the amniotic cavity, which is the second “hit.” In addition, tethering of the cord within the outflow of CSF causes the Chiari II malformation and accompanying hydrocephalus. Thus intrauterine closure of the exposed spinal cord alters many of the associated abnormalities. ,

The Management of Myelomeningocele Study (MOMS) was a randomized, multicenter, fetal surgery study started in 2003. The study was stopped after enrollment of 183 of the planned 200 patients because of the efficacy of prenatal surgery in decreasing the need for shunt placement at 1 year and improving mental and motor function at 30 months. Prenatal surgery was also associated with an increased risk of preterm delivery and uterine dehiscence. A subsequent study from Childrens Hospital Philadelphia showed a 23% rate of membrane separation, 32% rate of premature rupture of membranes, a 37% rate of preterm labor, and a 6% rate of fetal death. A similar study from Vanderbilt using less traumatic uterine entry showed no membrane separation, 22% rate of premature rupture of membranes, a 39% rate of full-term births, and a 4.7% rate of fetal demise. A long-term follow-up study of the children having fetal closure found that 79% were community ambulators, 9% household ambuators and 14% wheelchair users. Twenty-six percent had normal bladder function. Fetal surgery requires a complex and well-coordinated team of specialists to be successful. g

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Prognosis

Although most infants with myelomeningocele survive and most of these children can attend regular school, a recent study of adults with spina bifida demonstrated low rates of employment and independent living.

Gross motor function in patients with myelomeningocele has been studied extensively. Numerous studies have addressed factors affecting the short- and long-term potential for ambulation. h

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The single most important physical factor for maintaining ambulation in adulthood seems to be the strength of the quadriceps muscle. i

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Most patients with a lower lumbar (L4 or L5) or sacral lesion are community ambulators (95%); those with higher levels (thoracic) affected usually are not (<24%). , , , Additional factors in nonambulation are obesity, hip deformity, scoliosis, foot and ankle deformity, and age.

Schopler and Menelaus found that only 4 of 51 patients with normal quadriceps strength in the first 3 years of life demonstrated deterioration in strength over time. Most patients (21 of 22) initially assessed as having at least grade 4 strength improved, but none of the patients with less than grade 4 strength improved. Quadriceps strength was strongly correlated with ambulation ability—98% with grade 4 or 5 quadriceps strength were at least household ambulators, and 82% were community ambulators; in contrast, 88% with grade 0 to 2 quadriceps strength were nonambulatory. McDonald and colleagues reported that the strength of specific muscle groups predicted 86% of the mobility outcome. All patients with an iliopsoas strength of grade 3 or less relied on wheelchairs for some or all of their mobility, whereas none of those with an iliopsoas strength of grade 4 or 5 relied solely on wheelchairs. Patients with good iliopsoas and quadriceps strength and antigravity gluteal strength could be expected to ambulate without a wheelchair, and those with grade 4 or 5 gluteal and tibialis anterior strength usually walked without aids or braces.

Associated Health Problems

General or Universal Problems

Inexperienced physicians may be led to believe that myelomeningocele represents a congenital lower extremity paralysis that can be characterized by the level of the lesion, with a readily definable border between functioning and nonfunctioning motor and sensory root levels and a predictable lower extremity and overall patient function to match. It must be noted that myelomeningocele is a complex congenital anomaly that is often dynamic and changing in its neuromuscular components, affecting the patient’s mobility capabilities and orthopaedic surgery requirements. In addition, patients typically have bowel and bladder paralysis, CNS anomalies (especially hydrocephalus), and congenital anomalies of the spine and lower extremity, all of which confound the clinical picture. Neurologic function can change over time as a result of unchecked or complicated hydrocephalus or scarring of the spinal cord. The most important organ systems requiring management in these patients, in addition to the musculoskeletal system, are the neurologic, gastrointestinal, and genitourinary systems.

Upper Extremity Function

Upper extremity function is often disturbed in patients with myelomeningocele (92%). j

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Upper extremity dysfunction can be secondary to neurologic impairment by hydrocephalus, brainstem compression by the Arnold-Chiari malformation, hydromyelia involving the cervical spinal cord, or cerebral insult caused by the placement of ventricular shunts or infection of these shunts. Patients with higher lesions (thoracic or upper lumbar) and patients who have undergone more than three shunt operations are more likely to have abnormal hand function, although one study found no correlation with the level of the myelodysplastic lesion. Upper extremity dysfunction can take the form of spasticity, ataxia, dyspraxia, or a combination of these. The presence of spasticity may be particularly important because patients with upper extremity spasticity are less likely to be independent in activities of daily living (ADLs). Decreased grip strength also is common. Several authors have noted that hand function can improve over time in school-age children. , An assessment of hand function by therapists and orthopaedists is important to establish appropriate goals for ADLs, classroom performance, and the need for mobility aids.

Early Puberty

Girls in particular are at risk for the development of early or precocious puberty, thought to be related to increased intracranial pressure and a higher incidence of shunt malfunctions and revisions. , , Furman and Mortimer noted that girls with myelomeningocele began menstruating at an average age of 10 years, 3 months, significantly younger than their mothers, siblings, and the U.S. mean.

Cognitive Problems

Cognitive learning difficulties are regularly reported in patients with myelomeningocele, particularly those requiring shunts. , , Thus difficulties at school should be assessed and addressed by the patient’s health care team. Performance level tends to improve with increasing age, emphasizing the importance of monitoring the overall health and neurologic function of the child. Children with myelomeningocele tend to have difficulty adjusting to their nondisabled peers, and those with myelomeningocele and normal IQs have a higher rate of psychosocial maladjustment than mentally disabled children in mainstream schools. Rüdeberg and associates emphasized the importance of coordinated, aggressive rehabilitation if these children attend regular schools. One study noted poorer school performance in ambulatory patients, suggesting that the energy devoted to ambulation by children not using a wheelchair impairs their intellectual performance in school.

Psychosocial Implications

The impact of myelomeningocele on the patient, family, and community health care system is significant. k

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Appleton and colleagues noted that children with myelomeningocele aged 9 to 18 years were at greater risk for depressive mood, low self-worth, and suicidal ideation. Girls were more affected than boys, and self-evaluation of physical appearance was associated with depressive symptoms. A study of a large Scandinavian myelomeningocele population found that families with children with myelomeningocele coped surprisingly well compared with control families. However, responsibility for care of the disabled children fell largely to the mothers, who were less likely than controls to think that they were receiving adequate support. Both parents reported more frequent absences from work than controls. Mothers of children with myelomeningocele were significantly less likely to work outside the home. These findings were not related to the severity of the children’s disabilities. A study by Holmbeck and colleagues found that families with the least physically impaired children reported the most family difficulties.

Specific Problems by Spinal Level

Thoracic Level

Patients with thoracic-level lesions essentially have flail lower extremities and, based solely on the limbs’ total flaccid paralysis, would not be expected to develop muscle imbalance–induced lower extremity deformities. In fact, however, a frog-leg deformity is frequently present in these patients at birth, characterized by hip flexion, abduction, and external rotation contractures. In addition, there may be knee flexion and ankle equinus contractures. These may respond to judicious passive manipulation, but the hip contractures often do not respond adequately to this treatment, and the surgeon is faced with the decision whether to release the contractures to allow the lower limbs to be placed in a position for upright mobility. Occasionally, these patients develop secondary flexion deformities from spasticity in their lower extremities, which is actually presumed to be involuntary reflex motor function below the level of the myelodysplastic cord lesion. The most frequent deformities encountered by the orthopaedic surgeon in this patient group are spinal—congenital scoliosis, developmental scoliosis, and progressive congenital kyphosis.

Many patients with thoracic-level lesions can achieve exercise or household ambulation as young children. , All require extensive bracing above the hip and upper extremity aids (walker or crutches), and they ambulate with a swing-through gait using their upper extremities and abdominal muscles. The family must be aware that for most of these patients, this is a temporary capability. Because of the energy expenditure required for such ambulation, most patients ultimately choose to use a wheelchair full time, except for transfers. l

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Charney and co-workers found that compliant parents, physical therapy, and the absence of mental retardation were the most important factors in predicting community ambulation in children with thoracic lesions, whereas scoliosis and hip surgery were not factors. Swank and Dias found that 24% of patients with thoracic lesions were community ambulators, 41% were household ambulators, and 35% were nonambulatory (accounting for all but one of the nonambulators in the entire population); of these, 70% had associated orthopaedic defects at birth, most commonly clubfeet, kyphosis, hip dislocation, and knee-flexion deformity.

Upper Lumbar Level

Patients with upper lumbar lesions have hip flexor power and some adductor power, but no motor control of the knees or feet. For the most part, their ambulation potential and needs parallel those of patients with thoracic-level function; theoretically, however, they may be more efficient walkers as children because their hip flexor and adductor strength can be recruited to provide a better swing-through gait or, with the use of a reciprocating gait orthosis (RGO), a reciprocating gait (see later, “Orthotic Management”). This iliopsoas strength is usually not sufficient for ambulation in adolescence and adulthood, when the natural history resembles that of patients with thoracic lesions, in that they rarely continue to ambulate as adults. m

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Hoffer and colleagues, however, found no differences in ambulation between adult patients with upper and lower lumbar lesions. Patients in this group experience significantly more paralytic hip dysplasia and dislocation because of imbalance at the hip, with hip flexors and adductors present, but no hip extensors or abductors.

Lower Lumbar Level

Patients with lower lumbar lesions have greater hip adductor strength and, more important, quadriceps power to provide active knee extension. Those with L5 functioning have a functioning tibialis anterior, and they may have medial hamstring function as well. Hip strength is usually adequate to allow these patients to walk with the hips unbraced—that is, with knee-ankle-foot orthoses (KAFOs). Their gait exhibits a compensatory combined maximus-medius lurch (the limb in external rotation, and a backward and lateral lean of the trunk over the hip to stabilize it in stance). Some patients may be able to walk with only ankle-foot orthoses (AFOs); however, weakness of the foot, ankle, and hip abductors and extensors leads to a lurching gait that imposes a great deal of stress on the unbraced knee. , , These patients are also at high risk for the development of progressive hip subluxation and dislocation. Surgical treatment of the hip is most controversial in this group of patients in terms of its influence on the preservation of long-term ambulation. n

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In the childhood population studied by Swank and Dias, 33 of 36 patients (92%) were community ambulators, and the other 3 (8%) were household ambulators. Factors that led to decreased ambulation included deterioration of the neurologic level of the lesion, spasticity, knee and hip flexion contractures, and lack of motivation. , Clubfeet and hip dislocation are also frequent in this group.

Sacral Level

Patients with sacral-level myelomeningocele have near-normal knee function and more stable hip, foot, and ankle function. Their partial paralysis and insensate skin can lead to a number of foot problems, however, including cavovarus deformity, claw toes, and neurogenic ulcers. o

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Hip subluxation can occur but is less frequent than in those with lumbar lesions. Knee problems can be associated with torsional or angular stress during ambulation. , , , , Excessive ankle dorsiflexion or external rotation may make ankle orthoses difficult to fit or ineffective in stabilizing the ankle. In theory, most sacral-level patients could ambulate without orthoses, but in practice, weak gastrocnemius and foot intrinsics result in abnormal foot and ankle function; gait studies have demonstrated that even patients with sacral-level myelomeningocele ambulate most effectively with AFOs and crutches because of stresses at the knee and weakness in the foot and ankle. , ,

Long-term reviews of patients with sacral-level paralysis are a sobering reminder of the multifactorial risk of losing neurologic function and mobility. Brinker and colleagues found that the ability to walk had declined in 11 of the 35 community ambulators (average age, 29 years), and a household ambulator had become nonambulatory; 15 patients had developed osteomyelitis, and 11 required amputations. In Selber and Dias’ report, 41 of 46 slightly younger patients (average age, 23 years) were still community ambulators, but 39 had undergone a total of 217 orthopaedic procedures and 12 had tethered cord release.

Complications

Latex Allergy

Patients with spina bifida are at risk for the development of a serious allergy to latex. p

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Contact with latex in sensitized patients may produce local rashes or mucosal irritation. Cardiovascular collapse is the most serious manifestation of latex allergy. , , Approximately 10% to 15% of patients studied reported a definite allergy to latex. , Risk factors for the presence of latex allergy include a history of prior allergic reactions and multiple previous surgeries, particularly urologic and orthopaedic procedures. , Sensitivity to latex can be ascertained by a latex skin prick test or an assay for latex-specific immunoglobulin E in serum. However, current practice is to perform surgery and other invasive procedures in a latex-free environment in all patients with myelomeningocele. This can prevent sensitization and, over time, may reduce sensitization in those who were previously sensitized. , All personnel involved in the management of a myelomeningocele patient, including parents, nursing staff, anesthesiologist, and surgeon, must be cognizant of the risk of latex allergy or of inducing it in this patient population.

Infection

Patients with myelomeningocele have a higher rate of complications, including postoperative infections, for almost all orthopaedic surgical procedures, compared with patients undergoing similar procedures who do not have myelomeningocele. The reason is multifactorial, including poor nutrition, bladder paralysis, absence of protective pain perception, poor tissue perfusion, and, in the case of spinal deformity surgery, poor skin condition overlying the lumbar spine. ,

Bladder paralysis and its management usually lead to the presence of bacteria in the urinary tract. Diminished pain perception and skin insensitivity lead to more frequent wound breakdown and subsequent infection from unrecognized direct compromise of the wound under a cast or from excessive swelling in patients who move, ambulate, or otherwise challenge the operated part in ways that a patient with normal sensation would not.

Pressure Sores

Patients with myelomeningocele invariably have loss of protective sensation of the lower extremities corresponding to the level of the lesion and, even more important, of the buttocks and sacral area. As a consequence, these patients are prone to the development of pressure sores, which may occur on the soles of the feet from walking on bony exostoses or other prominences secondary to deformity or from walking on rough or hot surfaces without adequate foot protection. Patients who crawl may get pressure sores on the dorsum of their foot from similar trauma, especially those with paralytic, uncorrected, or recurrent equinovarus deformity, or in the prepatellar area. The medial malleolus is a common site of pressure sores in patients with valgus deformity of the distal tibia who use AFOs or KAFOs that do not or cannot adequately accommodate the medial malleolar prominence.

Patients who are primarily sitters are especially prone to pressure sores. These can develop in the sacrococcygeal area or over the ischial tuberosities or greater trochanters. Patients with urinary incontinence who cannot stay dry and clean are particularly susceptible to the development of recalcitrant pressure sores, as are patients with pelvic obliquity secondary to asymmetric hip deformity or lumbosacral spinal deformity. Patients whose pelvic obliquity is corrected, such as after spinal fusion to the pelvis, are at a relatively higher risk for the development of sores, and the surgeon must be very careful in the early postoperative period to guard against this complication. Patients with insensate skin over a kyphotic deformity may also develop sores over the apex of the deformity from internal pressure necrosis or from rubbing of the skin against the back of the wheelchair. Many children require special adaptations to their wheelchairs, such as custom-molded back supports or Roho cushions (Roho Group, Belleville, IL), to distribute weight-bearing forces and prevent excess pressure over bony prominences.

The management of pressure sores involves education of the child and family in prevention techniques, careful postoperative management in at-risk patients, correction of deformities that cause recalcitrant lesions, appropriate brace modifications to prevent the brace from serving as a source of skin breakdown and, as much as possible, a bowel and bladder management protocol that keeps the child dry and clean. This is particularly important in those who are wheelchair-dependent. Patients and their families must be educated to guard against skin contact with rough or hot surfaces, to inspect orthoses and wheelchairs for pressure points, and to shift and relieve body weight regularly while sitting. Good perineal hygiene is essential. Established pressure sores need prompt and aggressive treatment with weight relief and correction of the source of excessive or constant pressure. Pressure sores that are not treated in this manner can lead not only to extensive soft tissue breakdown and scarring but also to deep recalcitrant osteomyelitis requiring repeated surgical débridement.

When placing patients in casts postoperatively, surgeons must do so with great care and expertise. Cast padding must be evenly and smoothly applied, with bony prominences protected. Similarly, the casting material must be carefully and evenly applied, without any pressure points inadvertently created by fingers indenting the cast or changing the position of the patient’s limb after the padding and casting material have been applied. Lower-extremity casts should extend beyond the toes but leave them visible to protect the toes if the patient crawls or strikes them against some hard surface ( Fig. 32.4 ). Similarly, the surgeon must educate the family to watch for sores developing on the dorsum of the toes in a child permitted weight-bearing in a cast. As the plantar surface of the cast softens with ambulation, the toes or dorsum of the foot will be pushed against the dorsal surface or edge of the cast. Consideration should be given to using plaster against the skin that is subsequently overwrapped with more durable fiberglass, as the plaster will soften with time and is less likely to abrade the skin. Patients with spina bifida have abnormal tissue perfusion; thus it is imperative that families be educated in the importance of elevation to avoid skin loss as a consequence of excessive interstitial pressure from soft tissue swelling ( Fig. 32.5 ). Any undue swelling, erythema, odor, or unexplained systemic reaction is an indication to remove a postoperative cast completely and inspect the surgical wound and limb for evidence of skin breakdown.

Fig. 32.4, Proper casting of the feet in patients with myelomeningocele is important to prevent pressure sores. The casts should be well padded and should extend beyond the toes, with the toes visible, to prevent sores at the ends of the toes as the foot is dragged along the ground. The foot should be in a neutral position anatomically.

Fig. 32.5, Patients with myelomeningocele have decreased tissue perfusion. Postoperative swelling can increase interstitial pressures leading to skin necrosis. It is imperative to educate family on the importance of elevation and edema control.

Fractures

Patients with myelomeningocele are susceptible to pathologic fractures of the lower extremities, particularly in the supracondylar femoral and supramalleolar tibial regions. Risk factors include inattention toward insensate parts by the patient or caretakers, joint contracture, postsurgical cast immobilization, and higher levels of paralysis. q

q References , , , , , , , , .

Newborns with higher levels of paralysis and joint contractures are susceptible to birth fractures. Bone mineral density has been found to be lower in patients with myelomeningocele than the normal population; patients with a history of fracture have been found to have bone densities lower than those in patients without a history of fracture. , Treatment with hydrochlorothiazide, known to increase bone mineral density in patients with hypercalciuria, did not have a favorable effect on bone mineral density in patients with myelomeningocele.

Several precautions should be taken to prevent fractures in this patient population. Caretakers and ultimately the patient must be educated about safe transfer techniques. Any passive manipulation of joint contractures must be gentle, and the proper technique should be taught by an experienced therapist or physician. Patients who must be immobilized postoperatively in a cast should have the affected extremity placed in a functional position to the greatest extent possible, avoiding plantar flexion or excessive knee flexion in particular. Mobilization from the postoperative cast into removable splinting should be done as soon as feasible. The physician and caretakers should be alert to the development of signs and symptoms of fracture after cast removal.

Fractures manifest with localized erythema, heat, and swelling, and may be missed due to the absence of pain. Crepitus and deformity occur only with displaced fractures. The warmth and swelling and frequent absence of a specific history of trauma often cause an inexperienced physician or caretaker to suspect infection rather than fracture, and this impression may be fueled by a low-grade fever. Although hematogenous osteomyelitis can occur in patients with myelomeningocele, in the absence of direct contamination of the bone by long-standing or extensive pressure sores or surgical intervention, the correct diagnosis is almost always fracture in this clinical scenario. Fractures in patients with myelomeningocele tend to heal rapidly, with abundant callus formation ( Fig. 32.6 ). Fractures do not, however, invariably heal without incident; malunion, delayed union, and physeal growth disturbance have all been reported. , , , Therefore adequate maintenance of alignment and immobilization are required. Physeal fractures may be slow to heal and require reevaluation to detect subsequent growth disturbance. , , ,

Fig. 32.6, Fractures in spina bifida frequently manifest with asymptomatic swelling and erythema. Radiographically, there is typically exuberant new bone formation from excessive movement secondary to the lack of pain.

Immobilization of the limb, whether after a fracture or postoperatively, should be to the minimal extent and shortest duration possible, in a position of function. Protective orthoses should be available when the cast is removed, and cautious range-of-motion and weight-bearing exercises should be initiated under supervision. Failure to follow these principles can lead to a prolonged and frustrating clinical sequence of mobilization after fracture or surgery, juxtaarticular fracture, immobilization, increased osteopenia and joint contracture, mobilization, and repeat fracture.

Treatment

Multidisciplinary Care

The health problems of patients with myelomeningocele encompass many organ systems; their management must be integrated to treat the whole child and provide the family with the necessary support. Thus children with myelomeningocele are best assessed and treated in multidisciplinary clinics. r

r References , , , , , , .

Ideally, the clinic should use an administrative or registered nurse coordinator to function as a patient advocate, coordinate the disciplines evaluating the patient, schedule ancillary investigations, and secure the results. This coordinator also ensures that all the patient’s needs are being met over time, including educational, vocational, and sexual counseling. Other health care workers involved with the patient or parents include the following: an orthotist to provide and repair lower extremity and spinal orthoses; a physical therapist to aid in lower extremity functional assessment, bracing needs, and instructions in range-of-motion exercises and mobility; an occupational therapist to assess upper extremity function, adaptations for ADLs, and educational modifications; a nurse to teach the parents and subsequently the child about skin care and self-catheterization; a psychologist to help parents cope with the many challenges and stressors related to their child’s disabilities, ameliorate self-destructive or hostile behavior associated with these disabilities, and address the low self-esteem and peer adjustment issues common in patients with visible disabilities and limited mobility; a urologist to monitor genitourinary function and maximize bladder control; a neurosurgeon who, after closing the myelodysplastic lesion and placing a ventriculoperitoneal shunt in infancy, must monitor for shunt dysfunction and evidence of tethered cord development; a social worker to assist the family in finding financial support and obtaining educational and vocational counseling; and, ideally, an experienced neurodevelopmental pediatrician to oversee the whole process and provide a general assessment of the child’s health.

Kinsman and Doehring reviewed the costs and indications for 353 hospital admissions of 99 adults with myelomeningocele over an 11-year period and found that 47% of hospital admissions were for potentially preventable secondary conditions, such as serious urologic infections, renal calculi, pressure ulcers, and osteomyelitis. The results of this study emphasize the need for coordinated care among adults with myelomeningocele and the importance of their continuing education in self-care to prevent such problems. Kaufman and colleagues specifically assessed the impact of the disbanding of a multidisciplinary clinic on the myelomeningocele population. Despite the availability of specialty care in the same area, 66% of patients did not see a physician regularly, and the authors recorded a serious increase in morbidity in the affected patient population, including amputation and nephrectomy. After the closing of the multidisciplinary clinic, no one assumed the duties of coordinator of care.

Neurosurgical Treatment

The neurosurgeon is an important member of the health care team involved in the management of children with myelomeningocele. The initial challenge faced by the neurosurgeon is closure of the myelomeningocele sac; in 70% to 90% of patients, sac closure is closely followed by the need for ventriculoperitoneal shunting. In follow-up, the neurosurgeon is actively involved in identifying and treating shunt malfunction, shunt infection, brainstem compression by the Chiari II (or Arnold-Chiari) malformation, development of hydromyelia within the spinal cord, and tethering of the distal nervous system tissue in scar, producing the so-called tethered cord.

Closure of the Myelomeningocele Sac

Early closure of the sac (within 48 hours) is a cornerstone in the management of children with myelomeningocele. s

s References , , , , , .

Before this became the standard protocol, death was almost universal secondary to meningitis and ventriculitis. Depending on the extent of the dermal defect and underlying bony deformity (specifically, congenital kyphosis), closure can be achieved by direct approximation of the skin over the defect, with or without undermining of the skin, local rotational flaps, or musculocutaneous latissimus dorsi or gluteus maximus flaps. Defects larger than approximately 18 cm are much more likely to dehisce after primary direct closure, and consultation with a plastic surgeon is generally indicated for the purpose of covering the skin defect with a flap. , , If required because of the underlying bony deformity, kyphectomy can be safely performed at the time of dural sac closure in neonates, with excellent initial correction. Eventual recurrence of the kyphotic deformity over time should be expected, however, despite the procedure. Fetal closure is discussed in the next section.

Hydrocephalus

The Chiari II malformation, characterized by herniation of the cerebellum and brainstem, is almost universally associated with myelomeningocele. This deformity, especially after closure of the myelomeningocele sac, produces an obstructive hydrocephalus, necessitating ventriculoperitoneal shunting in approximately 70% to 90% of infants. These shunts must be reevaluated periodically by the neurosurgeon to ensure continued function and absence of infection. Despite the presence of a shunt, the developmental delays, learning difficulties, and problems with executive functions are frequently seen in patients with myelomeningocele. , , ,

Although many patients have enlarged ventricles at birth, symptomatic hydrocephalus usually develops only after closure of the myelomeningocele sac. Thus many infants undergo closure of the sac within 48 hours of birth, develop hydrocephalus, and then undergo ventriculoperitoneal shunt placement. A study comparing staged and simultaneous sac closure and shunting found that patients treated by the simultaneous technique had a significantly reduced incidence of wound leakage at the closure site and no deleterious effects with respect to shunt failure, hydrocephalus, or CSF infection.

There is increasing evidence that the neurologic deficits in myelomeningocele patients are caused by the primary myelodysplasia compounded by exposure of the neural elements to amniotic fluid in utero. , , As noted, this led to the development of fetal surgical techniques to close the sac in utero in the hope of limiting the secondary neurologic injury. Preliminary reports in the small group of patients treated in this way have suggested that the need for ventriculoperitoneal shunting is reduced, from 90% to 60%. However, fetal surgery is associated with maternal and pregnancy complications, premature birth chief among them. Brainstem compression, presumably by the Chiari II malformation, can lead to respiratory obstruction and apnea. Sleep disturbances related to air hunger, dyspnea, and squeaky voice may all require assessment by a neurosurgeon for the possible presence of brainstem compression as the cause of these complaints.

Other Spinal Cord Abnormalities

Patients with myelomeningocele are subject to a number of other spinal cord lesions that may require assessment or treatment by a neurosurgeon, including hydromyelia, diastematomyelia, and tethered cord syndrome. t

t References , , , , , , , , , , .

Hydromyelia (sometimes termed hydrosyringomyelia ) is a dilation of the central canal of the spinal cord. This lesion is often detected as an asymptomatic finding on MRI, but has been implicated in upper extremity weakness or spasticity in some patients; thus patients with these clinical findings should undergo MRI and neurosurgical evaluation. , , Diastematomyelia is a congenital anomaly of the spinal cord and column consisting of a central splitting of the spinal cord by a fibrous, cartilaginous, or bony spicule (diastematomyelia is also discussed in [CR] ). Myelomeningocele patients with other congenital vertebral anomalies may have an associated diastematomyelia, which should be investigated by MRI if there is hypertrichosis, progressive lower extremity weakness, spasticity, or back pain or if corrective spinal surgery is planned.

Tethering of the spinal cord in scar tissue at the site of repair of the initial myelodysplastic lesion may be the source of significant symptoms as the child grows. u

u References , , , , , , , , , , , .

Symptoms attributed to the presence of a clinically significant tethered spinal cord include back pain, especially at the site of sac closure, progressive lower extremity weakness, lower extremity spasticity, progressive foot deformity or scoliosis, and changes in bladder habits and function. Because a low-lying conus suggesting spinal cord tethering is demonstrated on MRI in almost all patients ( Fig. 32.7 ), , the diagnosis of tethered cord is usually based on the presence of one or more of the symptoms or signs noted earlier, typical MRI findings, and exclusion of hydromyelia or shunt malfunction as an alternative explanation. Evidence of deterioration in somatosensory evoked potentials or urodynamic testing has been used by some to document symptomatic tethering of the spinal cord. , ,

Fig. 32.7, Magnetic resonance imaging appearance of tethered cord in a patient with myelomeningocele. Normally, the conus should end at L1.

Sarwark and associates found that back pain resolved after surgical untethering, and curves stabilized or improved in 60% of patients with scoliosis and in 78% of patients with lower extremity weakness. Spasticity was least affected by surgical untethering, improving in only 43% of patients but stabilizing in the remainder. Pierz and colleagues reported that patients with curves less than 40 degrees experienced some improvement after an untethering procedure, but those with curves more than 40 degrees or thoracic neurologic levels had no improvement in scoliosis. McLaughlin and co-workers found that intraspinal rhizotomy and distal cordectomy were effective in ameliorating symptoms and lower extremity deformities caused by spasticity in patients with thoracic lesions. However, this treatment is indicated only for patients with no voluntary lower extremity function and in whom symptoms of spasticity cannot be controlled with lower extremity bracing or surgery.

Urologic Treatment

Bladder paralysis and its attendant medical and social problems are significant issues for affected children and their families. v

v References , , , , , , , , .

Bladder paralysis is almost universal in the myelomeningocele patient population. , At birth, this paralysis is usually flaccid, manifesting as uncontrolled constant dribbling of urine. Uncontrolled, spasmodic bladder contractions and bladder neck obstruction commonly develop and can produce overflow dribbling, a smaller, less compliant bladder, and vesicoureteral reflux. Hydronephrosis results, with risk of injury to the renal parenchymal tissue from urinary obstruction or an exacerbating upper urinary tract infection. Lower urinary tract infections are also frequent. In the past, chronic renal failure or fulminant infections of the urinary tract were the most common causes of delayed mortality in patients with myelomeningocele.

The goals of urologic management are to make these patients continent, keep them free of lower and upper urinary tract infection, and preserve renal function. The mainstay of management is to teach caretakers—and ultimately the patients themselves—the technique of clean intermittent catheterization. w

w References , , , , , , , , .

Such a program can help prevent the development of hydronephrosis and maintain bladder compliance and capacity. Instituting a clean intermittent catheterization program before 1 year of age may result in fewer patients requiring bladder augmentation to correct loss of bladder compliance. , Total continence has not been achieved in most adult studies, but a reduced need for pads and preservation of upper urinary tract function may result from clean intermittent catheterization. Patients also need routine evaluation of the lower urinary tract for evidence of infection, reduced bladder compliance and capacity, and hydronephrosis. Screening examinations, consisting of voiding cystometrography and renal ultrasonography performed every 6 to 12 months, suffice for most patients. Abnormalities may require more thorough urodynamic investigation.

The surgical treatment of spinal deformities may influence urinary tract management or function. In one study, eight of nine patients who underwent cordectomy with kyphectomy had improved bladder compliance and capacity postoperatively, but the ninth patient had poorer function secondary to the development of bladder spasticity, requiring surgery. In another study, 6 of 16 patients who underwent spinal surgery had urologic problems postoperatively, including one female patient who could no longer self-catheterize because of a change in body posture. Thus patients undergoing major spinal procedures should have a baseline urologic evaluation, with postoperative reevaluation as necessary.

Orthopaedic Treatment

Goals of Orthopaedic Management

Orthopaedists participating in the care of children with myelomeningocele are members of the health care team seeking to maximize function and minimize disability and illness. Over time, the specific goals change, based on the child’s needs and abilities and changes in neurologic status. One of the major goals of the orthopaedist is to correct deformities to help patients meet their maximal functional capability. Almost all patients need orthoses to replace muscle strength and joint stability so that they can stand and walk. Regardless of the extent of the deformity and paralysis, it is possible for most children to walk at a young age with a combination of deformity correction, bracing, upper extremity aids, and instruction. Thus one of the primary functions of the orthopaedist is to correct lower extremity deformities that prevent the patient from using orthoses to ambulate during childhood. Many patients, especially those with thoracic or upper lumbar paralysis, will be unable or unwilling to maintain the same level of independent ambulation as adolescents or adults because the extent of bracing and energy consumption required for ambulation will be too great. Patients with myelomeningocele should be prepared for independent, self-sufficient living, which means that they should not be devoting a substantial portion of their energy solely to walking for its own sake. Excessive emphasis on ambulation over the use of a wheelchair may even adversely affect academic achievement.

The orthopaedic surgeon must monitor spinal balance and deformity in the myelomeningocele patient. There is a high incidence of congenital and neurologically related scoliosis and kyphosis, conditions that can jeopardize posture or sitting comfort or increase the likelihood of the development of pressure sores.

Finally, the orthopaedic surgeon must assist in monitoring the neurologic status of the growing patient. Hydrocephalus, hydromyelia, or tethered cord syndrome secondary to diastematomyelia or another anomaly, or to scarring at the original level of myelodysplasia, can occur. Any of these conditions can result in a subtle deterioration in the patient’s intellectual function and upper or lower extremity function.

In an effort to help orthopaedic surgeons understand what is required to achieve treatment goals for this complex disorder, experts from around the world convened in a symposium in 2000. The discussions from that meeting were published in a comprehensive report from the American Academy of Orthopaedic Surgeons describing the many facets of the orthopaedic care of children with spina bifida.

Physical and Radiographic Examination of the Newborn

When examining a newborn with myelomeningocele for the first time, the goal of the orthopaedic surgeon is to identify the level of paralysis for each extremity and screen for associated deformities. Sphincter control, the presence of hydrocephalus, and the condition of the myelomeningocele sac are also important to note. Commonly, the orthopaedist is consulted after closure of the sac and shunting for hydrocephalus. The infant should be examined in a quiet warm environment to allow the best assessment of joint range of motion, sensory preservation, and evidence of spinal deformity. A stimulated or crying infant, however, allows the examiner to appreciate the child’s voluntary lower extremity muscular function better. Sharrard described the neurosegmental function of the lower extremity, , and this root-by-root assessment has become the standard for describing lower extremity function and the basis for establishing a prognosis for long-term ambulation and the nature of secondary deformities likely to develop during childhood. The level of spinal cord lesion as visualized on prenatal ultrasonography has been positively correlated with the level of postnatal paralysis noted on physical examination, so if this information is available, it may be helpful. Caution is advised, however, because determining the precise level of function can be difficult, and the level may change over time, may be asymmetric, or may not correspond exactly to Sharrard’s neurosegmental scheme. , , In a longitudinal serial evaluation of 308 patients older than 5 years, McDonald and colleagues found that quadriceps strength correlated with iliopsoas strength, medial hamstring function could be present without tibialis anterior function, gluteus medius and maximus strength correlated strongly with each other and with tibialis anterior strength, and muscle weakness was most frequently noted in the gastrocnemius-soleus group.

During the examination, the orthopaedist should first develop a sense of the child’s overall vigor because lack of vigor may suggest CNS depression caused by untreated hydrocephalus. Whenever expedient, the examiner should turn the infant prone on the mother’s lap, an examining surface, or the palm of the examiner’s hand to determine at what level the myelodysplastic deformity is located, its extent, and the state of the skin overlying it, especially if the examination is being conducted after neurosurgical closure of the myelodysplastic lesion. The infant should also be assessed for obvious spinal deformities or congenital scoliosis or kyphosis associated with the myelodysplastic lesion. The examiner then looks for more subtle evidence of spinal dysraphism at other levels—specifically, for discoloration or hemangiomas, hairy patches, or dimpling along the spinal column remote from the obvious myelodysplastic lesion. The entire spinal column is palpated, with the examiner looking for curvature or defect.

With the child supine, neck mobility and upper extremity formation and function are assessed; these are generally normal in the myelomeningocele patient. Next, the examiner visually inspects the posture of the lower extremities, which provides a clue to the extent of the paralysis. For example, a child with a thoracic-level lesion most often lies supine with the legs in a flopped-open, frog-leg position, with no spontaneous movement. Patients with lower levels of paralysis exhibit spontaneous movement of the lower extremities; if necessary, the examiner can stimulate the child to observe such movement. Specifically, the examiner should look for hip flexion and adduction, knee extension and flexion, and ankle dorsiflexion and plantar flexion. A note of caution is in order, however, because observed toe movements should not be taken as indicative of volitional control of the digits, and movement of the toes usually results from root sparing below the myelodysplastic lesion and is not under volitional control. The examiner should try to assess the level of preservation of sensation by gently stroking the skin, beginning distally, and observing the infant’s facial and lower extremity muscular response. The examiner checks for the usual obvious foot deformities, such as clubfoot and vertical talus. Range of motion of the hips is assessed, with specific noting of abduction, adduction, external rotation, and/or flexion contractures. The hips are also assessed for concentricity and stability. Knee-flexion contractures and their extent should be documented. The examiner strokes the patient’s legs on both sides individually, from distal to proximal, by dermatome, to identify the level of sensory preservation. Finally, the examiner checks for the almost invariably present patulous anus and urinary dribbling, suggesting bowel and bladder paralysis.

The physical examination should be supplemented with good anteroposterior and lateral radiographs of the entire spine. These radiographs should be carefully inspected for the level of the last closed posterior element, any congenital spinal deformity (particularly one remote from the myelodysplastic level), and pedicular widening, especially with associated congenital vertebral anomalies, which may suggest underlying diastematomyelia. In general, the level of paralysis noted on physical examination should correspond to the first open level of the spine; however, there may be a substantial discrepancy between these two findings, which suggests that other deformities of the spinal cord or proximal CNS are contributing to the paralysis. Ultrasonography or MRI of the spinal cord may be indicated in these cases. In general, radiographs of the lower extremities merely confirm what has been determined from the physical examination. Ultrasonography can clarify the relationship of the femoral head and acetabulum if the clinical examination of the hip is not definitive.

This examination provides the orthopaedic surgeon with a good understanding of the lower extremity anomalies, extent of lower extremity paralysis, and presence of vertebral anomalies that need to be monitored with growth. The sum of these findings allows the surgeon to provide the patient’s parents with a reasonable outline of what will be required to correct the deformities and what they should expect in the future in terms of bracing needs and mobility expectations.

Periodic Assessment

Patients with myelomeningocele require periodic reassessment throughout growth, usually on a semiannual or annual basis. These assessments are typically carried out in a multidisciplinary clinic; this reduces the number of physician visits for the patient and family and allows the health care team to provide a comprehensive evaluation and coordinated treatment plan when interventions are required. Within this complex screening and treatment program, at each routine visit, the orthopaedist assesses whether the following are present:

  • 1.

    The child’s motor and sensory functions have remained stable.

  • 2.

    The child’s mobility and bracing needs have remained stable.

  • 3.

    Orthoses and upper extremity aids are appropriate to the patient’s requirements, provide the desired effect of maximizing mobility, are in good repair, and are not causing any undue pressure points on the patient’s lower extremities.

  • 4.

    The range of motion of the patient’s lower extremity joints is stable and sufficient to allow the patient maximum mobility based on preserved motor strength.

  • 5.

    The patient’s upper extremity function is stable.

  • 6.

    Spinal deformity is stable or absent.

  • 7.

    The patient’s skin is in good condition over the spinal deformity, in the perineal and ischial areas, at pressure points under orthoses, and over the knees and around the feet, where abuse of the skin may occur with crawling, walking, or swimming without braces or other protection.

These evaluations may be accomplished with the aid of a nurse, pediatrician, therapist, and orthotist. Periodic radiographic assessment of the spine and hips is often required as well; it is rare that a patient has no evidence of spinal or hip deformity on physical examination.

Surgical Management of Specific Orthopaedic Problems

Foot and Ankle Deformities

Congenital and developmental foot deformities are common in children with myelomeningocele. , , , , Calcaneal deformity is the most common, followed by equinus, valgus deformity, clubfoot, and vertical talus. Foot deformities often interfere with effective bracing for ambulation or lead to pressure sores in ambulatory patients. Broughton and colleagues found that acquired deformities could not be accounted for solely by spasticity or muscle imbalance. Even nonambulatory patients have concerns about the cosmetic appearance of the feet and experience difficulty wearing normal shoes.

In general, foot deformities in an infant should undergo a trial of gentle passive manipulation, with care taken to avoid pressure sores and fractures. Even with early correction, recurrence is common, and surgery is ultimately needed on most feet. When required, it is important that surgical correction be delayed until the child is developmentally ready to be in the upright position. Proceeding with surgery for foot deformity before the patient is ready to be fitted with orthoses for standing or walking risks recurrence before the child even begins to walk. Early recurrence of the deformity can be minimized by ensuring that after the removal of postoperative casts, well-fitting orthoses are immediately available for use day and night, and the child should be encouraged to stand or walk in them.

Equinus

Pure equinus contractures in patients with myelomeningocele are common. , , They are not caused by voluntary muscle imbalance, however, because most patients have flail feet or, in patients with low lumbar lesions, tibialis anterior functioning. Positioning deformity, in utero or postnatally, and gastrocsoleus spasticity account for some of the equinus contractures seen and, in some patients, equinus develops after tibialis anterior tendon transfer to the calcaneus (see later, “Calcaneal Deformity”).

Patients with positional neonatal equinus contractures associated with higher-level paralysis can initially be treated with extremely gentle passive manipulation. If the equinus deformity persists when the child is ready for orthoses for standing and ambulation, percutaneous release or open lengthening of the heel cord can be carried out. Percutaneous heel cord lengthening can be performed in the outpatient clinic if the patient is insensate in that area. Some patients have long toe flexor contractures as well, which should be divided. Otherwise, persistent toe flexion deformities can result in pressure sores on the ends of the toes when the child is placed in shoes. Careful postoperative casting for a few weeks should be followed by the fitting of orthoses required for standing or ambulation.

Equinovarus

Clubfoot deformity is common in patients with myelomeningocele, regardless of the level of myelodysplasia. x

x References , , , , , , , , , , .

This deformity in myelomeningocele patients is truly teratologic in that the deformity is almost always rigid, with less propensity to respond to conservative treatment, requires extensive surgery to correct, and is likely to recur, even after excellent correction combined with resection of the tendons that would presumably be the source of recurrence. y

y References , , , , , , , , , .

Patients with myelomeningocele and clubfoot deformity can initially be managed in a manner similar to other patients with idiopathic clubfoot deformity (see Chapter 19 ). However, the treating physician should be very experienced and comfortable with manipulation and casting techniques because absence of the pain response or of protective sensation makes it difficult to avoid pressure sores or fractures. One report noted favorable results with use of the Ponseti method to treat clubfeet associated with myelomeningocele. However, despite excellent initial correction, the authors noted relapse in 68% of patients, and a need for comprehensive soft tissue release in 14% of patients, four times more frequent than found with idiopathic patients. A recent report noted successful initial treatment of the clubfeet by the Ponseti technique in 11 children with 18 affected feet. Correction was satisfactory in 83% at 4.5 years average follow-up. One-third of the feet recurred, and were managed successfully with a second period of casting and Achilles tenotomy.

When nonoperative or minimally invasive techniques fail, extensive release is often required, and ancillary procedures such as lateral column shortening are required much more frequently than in patients with idiopathic clubfeet. In patients with lower lumbar lesions, the tibialis anterior tendon may be lengthened or transferred to the midline or heel (see later, “Calcaneal Deformity”). In patients with upper lumbar or higher lesions, tendons are frequently resected rather than lengthened. Only in patients with almost complete preservation of lower extremity function is typical tendon lengthening performed, rather than resection. Furthermore, much as in patients with arthrogryposis, myelomeningocele-related clubfeet may require naviculectomy, talectomy, , , , , or talar enucleation (Verebelyi-Ogston procedure) to achieve correction. Infrequently, in the most severe deformities, bringing the foot into a corrected position may cause vascular compromise, requiring combined clubfoot correction and tibial and fibular shortening. Difficulty with wound closure is common, and rotational flaps have been described for primary closure of the surgical incision. I have found, however, that it is most effective to leave the wound open as much as necessary with the foot in the corrected position, provided that circulatory status is not impaired in that position, and to change the cast or window it for dressing changes. An alternative is to close the skin loosely and bring the foot into a corrected position with a few cast changes in the first 2 weeks after surgery. Inadequate skin coverage for surgical correction of recurrent clubfoot deformities has been addressed with the preoperative use of soft tissue expanders, but with only limited success (in two of seven cases).

Postoperative casting must be meticulous, as described earlier. Excessive swelling, erythema, or systemic reaction must be investigated by removing the cast and inspecting the foot. Wound necrosis and pressure sores are frequent, even with casting by the most experienced and attentive of surgeons, and families should be so warned. Bracing of at least the foot is required indefinitely after cast removal, so the surgeon should ensure that the required orthoses are ready to be applied when the cast is removed. The postoperative casting protocol may be shortened in favor of braces, compared with that in patients with idiopathic clubfeet. , ,

Recurrence of deformity can be treated by primarily bony procedures, including midfoot and forefoot osteotomies, talectomy, or triple arthrodeses. , , , , When using these procedures, the surgeon must be careful to obtain even weight-bearing forces to minimize the predisposition to the development of neurotrophic ulcers. A variation of equinovarus deformity may be seen in patients with lower lumbar paralysis with a functioning anterior tibialis. In some of these patients, a deformity consisting of primarily forefoot dorsiflexion and supination gives the impression of a deformity caused solely by the unopposed action of the tibialis anterior or a very mild clubfoot. In infants with such a deformity, posterior or lateral transfer of the tibialis anterior alone may not correct all components of the deformity, and a limited posteromedial release is often required as well.

Calcaneal Deformity

Calcaneal deformity may be seen as a birth contracture or as a delayed deformity secondary to the unopposed action of the tibialis anterior in patients with paralysis at the lower lumbar level. z

z References , , , , , , , .

Not all developmental calcaneal deformities can be explained solely on the basis of muscle imbalance or spasticity. , Calcaneal deformity of the foot may make the fitting of orthoses more difficult and less effective, and it predisposes patients to the development of neurotrophic heel ulcers. The latter can be difficult to eradicate and may progress to recalcitrant calcaneal osteomyelitis ( Fig. 32.8 ). Patients with progressive calcaneal deformity or those with a propensity toward ulcer development can be treated surgically to prevent this from occurring. In one study, a delay in surgical treatment of this deformity resulted in a 10-fold increase in the prevalence of calcaneal ulcers, from 3% to 30% of ambulatory patients.

Fig. 32.8, Calcaneal foot deformity in a patient with a low lumbar level myelomeningocele. In addition to making bracing difficult, this deformity places the patient at risk for the development of neurotrophic ulceration of the heel and calcaneal osteomyelitis.

Patients with mild calcaneal deformities from birth, with the possible exception of those with tibialis anterior–sparing involvement, may respond to gentle passive stretching of the foot into plantar flexion and splinting in a neutral, weight-bearing position. Patients with persistent or progressive calcaneal deformities associated with unopposed tibialis anterior function frequently require anterior release of the deformity, usually combined with posterior transfer of the tibialis anterior to the calcaneus to facilitate brace fitting and prevent the development of calcaneal plantar ulcers. aa

aa References , , , , , , , .

The transfer is not performed if this muscle is spastic. The tibialis anterior muscle transfer procedure is described in Plate 32.1 . A few important points should be made with regard to this surgery. First, in patients with low lumbar lesions, a posterior transfer performed in the hope of providing enough ankle stability to make braces unnecessary usually does not succeed; AFOs continue to be needed for maximum mobility. Second, the transfer should be positioned with the foot in a neutral position and, postoperatively, the foot should be immobilized in a neutral position in a cast, not in equinus. If the foot is positioned in a plantar-flexed position, the patient may sustain a distal tibial metaphyseal fracture after cast removal when the foot is dorsiflexed with weight bearing. Finally, excessive tightening of the transfer in equinus may result in the development of an equinus deformity that requires release, particularly when the transferred tibialis anterior is not under volitional control.

Vertical Talus

Congenital vertical talus occurs with greater frequency in patients with myelomeningocele than in the general population, although it is much less common than clubfoot and other deformities of the foot. , , The manipulative treatment discussed for the management of vertical talus in Chapter 19 may be used in patients with myelomeningocele. However, the treating surgeon must be cognizant of the increased likelihood of pressure sores and recurrence of deformity. Patients with vertical talus and spina bifida usually require surgical correction, which is the same as for any patient with congenital vertical talus (see Chapter 19 ). The principles of timing and postoperative management raised in the discussion of clubfoot in patients with myelomeningocele apply here as well. Specifically, surgery should be delayed until the patient is neurodevelopmentally ready for orthoses and ambulation. Postoperative casting must be meticulous and must hold the foot in a neutral functional position, and bracing and weight bearing should be instituted as soon as the casts are removed.

Valgus Deformity of the Foot and Ankle

Valgus deformity at the ankle is a common deformity in ambulatory patients with myelomeningocele, irrespective of the level of paralysis. bb

bb References , , , , , , , , , , .

The deformity may arise from the distal tibia, the subtalar joint, or both and may be compounded by an external rotation deformity of the tibia. The most common sequela of this deformity is skin irritation or breakdown over the medial malleolus from excessive pressure against the orthosis ( Fig. 32.9 ). Important considerations for the orthopaedic surgeon include determining the precise location of the clinical valgus (ankle or subtalar), ascertaining whether the patient is skeletally mature and, if immature, approximately how much growth remains in the distal tibia, and deciding whether the extent of deformity requires immediate correction because it is unbraceable, or whether more gradual methods of correction can be used. Thus assessment requires a physical examination of the patient, consultation with an orthotist regarding the interim management of medial malleolar pressure areas, and anteroposterior radiographs of the ankle to determine the source of the valgus and state of the physis. In skeletally immature patients, a scanogram and radiographs of the hand and wrist for estimation of bone age may be necessary to assess how much growth remains in the distal tibia if distal tibial epiphysiodesis techniques are being considered.

Fig. 32.9, Valgus deformity at the ankle in myelomeningocele. This deformity may lead to ulceration over the medial malleolus or head of the navicular from rubbing against the ankle-foot component of the patient’s orthosis.

Distal Tibia

Surgical options for the management of distal tibial valgus deformities include distal tibial and fibular osteotomy, , , distal tibial medial hemiepiphysiodesis or growth tethering with implants such as staples, screws, and plates, , and Achilles tendon–distal fibular tenodesis. A distal tibial valgus deformity that causes pressure sores and cannot be corrected by adjustment of orthoses, or such a deformity in a skeletally mature patient, requires a distal tibial osteotomy and varus realignment ( Fig. 32.10 ). Skeletally immature patients with deformities that are progressive but not in need of immediate correction are candidates for medial tibial hemiepiphysiodesis or Achilles tendon–fibular tenodesis. The medial growth arrest may be affected by direct curettage, stapling of the medial side of the distal tibia, or insertion of a fully threaded screw percutaneously from the medial malleolus proximally across the physis. Historically, an Achilles tendon–fibular tenodesis is indicated for young patients with mild distal tibial valgus deformities who are considered too young for an epiphysiodesis of the distal tibia, although we currently rarely perform this procedure.

Fig. 32.10, Distal tibial osteotomy for ankle valgus. (A) Preoperative radiographic appearance. (B) Postoperative radiographic appearance. Note displacement of the distal fragment laterally to prevent excessive prominence of the medial malleolus. The fibular osteotomy should be placed as distally as possible to prevent excessive prominence of the distal fragment on the lateral side of the ankle.

Distal Tibial Osteotomy

Fixation may be done with crossed Steinmann pins, staples, external fixator, or internal fixation with a dynamic compression plate. This osteotomy may be complicated by delayed union, nonunion, or infection, particularly in adolescents. Recurrence of the deformity is also relatively common in skeletally immature patients. Postoperatively, patients should be kept non–weight bearing initially because weight bearing with diminished pain perception can lead to excessive swelling and motion. Patients should also be counseled not to crawl in postoperative casting. If possible, the knees should not be flexed excessively in long-leg casts because this can cause rehabilitation difficulties after cast removal.

Distal Tibial Medial Hemiepiphysiodesis

If the patient is skeletally immature, with a deformity that does not demand full and immediate correction, a medial hemiepiphysiodesis can be considered. The medial tibial physis can be closed with direct surgical ablation, stapling, or insertion of a medial malleolar screw. The advantages of this technique are that immediate weight bearing is usually allowed and external immobilization is not necessary.

Achilles Tendon–Fibular Tenodesis

Stevens and Toomey described the tenodesis of a portion of the Achilles tendon to the distal fibula above the distal fibular physis. Their rationale was that the valgus deformity is secondary to lateral compartment paralysis, with subsequent underdevelopment of the fibula, and that this lack of growth stimulation can be compensated for by tenodesis of a slip of the Achilles tendon to the fibula. With weight bearing and ankle dorsiflexion, the tenodesis pulls downward on the fibula, leading to gradual correction of the deformity. The surgical procedure is outlined in Plate 32.2 . Similar to distal tibial hemiepiphysiodesis, this procedure is indicated for skeletally immature patients with progressive deformities that do not yet require complete correction. It is particularly well suited for younger patients in whom hemiepiphysiodesis is not appropriate.

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