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DR Harpreet Singh Bhatia
DMCH,Ludhiana,Punjab
DEFINITION:
Instability:
• Inability to maintain the humeral head in the glenoid
fossa.
• Includes a spectrum of disorders
Dislocation
Complete loss of glenohumeral articulation
Subluxation
Partial loss of glenohumeral articulation with symptoms
Laxity
Incomplete loss of glenohumeral articulation
unassociated with pain
STABILITY
Static Factors
 Articular Congruence
 Articular Version
 Glenoid Labrum
 Capsule and Ligament
Dynamic Factors
 Rotator Cuff
 Biceps Tendon
 Scapulothoracic Motion
 Negative Pressure
 Propioception
OSTEOLOGY
 Glenoid fossa
 Pear shaped
 7 deg. of retroversion
 5 deg. of sup tilt
 Glenoid version
 30o anterior
 Humerus
 Neck-shaft – 130o to 140o
 Retrotorsion – 30o
Normal glenoid is about 7 degrees retroverted
If the retroversion is excessive, it leads to posterior
instability of shoulder
STATIC FACTORS
GLENOHUMERAL JOINT
 Humeral head 3x larger
than glenoid fossa
 Ball and socket with
translation
 3 degrees of freedom
 Flex/Ext
 Abd/Add
 Int/Ext rot
 Plus
Cricumduction
GLENOID LABRUM
 Static stabilizer
 contributes 20% to GH
stability
 Fibro cartilaginous tissue
 Deepens glenoid(50%)
 3purposes:
 Inc. surface contact area
 Buttress
 Attachment site for GH
ligaments
The labrum increases the superoinferior diameter of
the glenoid by 75% and the anteroposterior (AP)
diameter by 50%
CAPSULE AND LIGAMENTS
Capsule
 Attached medially
glenoid fossa
 laterally to anatomical
neck of humerus
 Ant cap thicker than post.
 2-3 mm of distraction
 Little contribution to joint
stability
 Strengthened by GHLs and
RC tendons
LIGAMENTS
GLENOHUMERAL LIGAMENTS
(Superior, Middle , Inferior)
SGHL
 O = tubercle on glenoid
just post to long head
biceps
 I = upper end of lesser
tubercle
 Resists inf. subluxation
and contributes to
stability in post and inf.
directions
MGHL
 O= sup glenoid and labrum
 I = blends with subscapularis tendon
 Limits ant. instability especially in 45 deg abduction
position
 Limits ext rotation
IGHL
 O= ant. glenoid rim and labrum
 I= inf. aspect of humeral articular surface and anatomic
neck
 3 bands, anterior, axillary and posterior
 Acts like a sling ,the most important single ligamentous
stabilizer .
 Primary restraint is at 45-90 deg abduction.
Coracoacromial ligament
 secondary stabilizer.
Coracohumeral ligament
 Contribute to restraining inferior subluxation with
arm at side,
Dynamic Factors
 Rotator Cuff
 Biceps Tendon
 Negative Pressure
 Scapulothoracic motion
 Proprioception
ROTATOR CUFF
 Compression enhances conformity
 Greater than static stabilizers
 Coordinated contractions/steering effect
 Supraspinatus most important
 Dynamization
Biceps long head, Deltoid
 secondary stabilizer head depressor
Periscapular Muscles
 help position scapula and orient glenohumeral joint
contributes compressive force across joint
SCAPULOTHORACIC MOTION
 2:1 glenohumeral to scapulothoracic motion
 Scapulothoracic muscle (trapezius, serratus anterior,
teres major, levator scapulae)
 less stable platform
NEGATIVE INTRA-ARTICULAR
PRESSURE
 -42 cm H2O in cadaver
 Secondary to high osmotic pressure in interstitial
tissues
 Only clinically important in the arm at rest in
adduction
 Lost with lax capsule or defect
INSTABILITY
Classification:
 Frequency
 Cause
 Direction
 Degree
Classification of instability
SPECTRUM
Traumatic Microtrauma Atraumatic
Less laxity More laxity
Unidirectional Multidirectional
PATHOANATOMY OF SHOULDER
INSTABILITY
Laberal Lesions
 – Bankart
 – Reverse Bankart
 – SLAP lesions
Capsular Injury
 – Intrasubstance Tear
 – HAGL
 – Capsular Laxity
Bone Loss
 – Glenoid
 – Humeral Head-Hill-Sachs Lesion
BANKART LESION.
 The traumatic detachment
of the glenoid labrum has
been called the Bankart
lesion. 85%
BANKART LESION-labral tear at
anterior half of glenoid rim
Reverse Bankart lesion
Anchor used for repair
HILL-SACHS
LESION
This is a defect in the
posterolateral aspect of the
humeral head.
Hill Sach Lesion
EVALUATION OF INSTABILITY
History
 Age
 Trauma-Duration
 Associated Pain
 Sports, throwing or overhead activities
 Voluntary subluxation
 “Clunk” or knock
 Fear-Limitation of Movements
 Hx dislocationsand energy associated
 Hx 1st dislocation or injury
 Subsequent dislocations/ subluxations
Physical Examination
 Inspection
 Palpation
 ROM
 Winging
 Neurovascular testing
 Generalized ligamentous laxity
 Instability tests
 Sulcus sign
 Drawer tests
 Load & Shift test
 Apprehension test
 Jobe’s Relocation
 Jerk test
 Fulcrum
Grade = 1 - 4
DIAGNOSIS
 X-rays
 CT Scan
 MRI
 Arthroscopy
RADIOLOGY
 X-Rays
 Identify Bankart or Hill-Sachs Lesion
AP VIEW
Normal Shoulder AP view
Axillary View
Scapular Y-View
Stryker view Humeral Head Defect
Apical Oblique view Glenoid rim lesion
West Point Axillary view Anteroinferior glenoid rim
ANTERIOR DISLOCATION
97% of recurrent dislocation
 abduction, extension and
external rotation
 subcoracoid
 subglenoid
 subclavicular
Associated Injuries:
Fractures
 Head & Neck
Rotator Cuff Tears
 > 40 y/o = 30 %
 > 60 y/o = 80%
Neurologic Injury
 Axillary nerve
 10-25% incidence 1st time.
 2-5% in recurrent dislocators
 Tx: “watchful expectancy”
 Poor prognosis if no recovery
by 10 wks
Vascular Injury
 Axillary artery
 2nd part thoracoacromial
trunk
POSTERIOR DISLOCATION
 Incidence: < 5% all
shoulder dislocations
 Axial load
 Flexed/Adduction
 Bench press-“lock out”
 Swimming- pull thru
 Rowing
 Football Offensive
Lineman
Examination
 Shift & load test
 Post. Apprehension test
 Jerk test
 Kim test
Imaging studies
 X-ray
 CT
 MRI
TREATMENT
Non Operative
 Immobilization
 Protection
 Rehabilitation
 70-90% improve
 Functional disability
improved
 Instability not eliminated
Operative Management
 Overall 50-95 % success
 Higher recurrence vs ant.
instability procedures
Soft Tissue Procedures
 Posterior Capsulorrhaphy
 Reverse Putti-Platt
(IS Capsular Tenodesis)
 McLaughlin
Bone Procedures
 Posterior Glenoid
Osteotomy
 Posterior Bone Block
MATSEN'S CLASSIFICATION
TUBS:
 Traumatic
 Unidirectional
 Bankart lesion
 Surgery is often necessary.
AMBRI:
 Atraumatic
 Multidirectional
 Bilateral
 Rehabilitation is the primary mode of treatment.
 Inferior capsular shift & internal closure often performed.
OPERATIVE TREATMENT:
Capsulolabral Repair
 Bankart
 Modified Bankart
Subscapularis Procedures
 Putti-Platt
 Magnuson-Stack
Coracoid Transfer
Procedures
 Bristow
 Latarjet
TREATMENT OPTIONS
TYPE OF INSTABILITY PREFERRED SURGERY
Traumatic anterior, with Bankart Lesion Open / arthroscopic Bankart repair
Traumatic anterior , with no labral lesion,
just capsular laxity
Open / arthroscopic capsular imbrication
AMBRI lesions Lateral capsular shift( modified Neer and
Foster ) with closure of rotator interval
Recurrent posterior dislocation in
association with a reverse Hill-Sachs lesion
modified McLaughlin procedure
Head defect > 30 – 45 %
> 45 %
Acute disimpaction / Weber osteotomy
Prosthetic replacement
Glenoid defect Bristow – Latarjet coracoid transfer
Structural bone graft
Procedures
Procedure Description Results
Neer’s Capsulorrraphy Posterior capsular tightening Generally unsatisfactory,
upto 50 % recurrence
Staple capsulorraphy Tightening done with staples Small study group
Tieborne and bradley
procedure
Capsular Imbrication with a
horizontal T approach
Upto 20 % recurrence
Hawkins and Janda
procedure
Subscapularis advancement
and shortening
0 – 5 % recurrence
Rockwood Glenloid Plasty
with Biceps Tenodesis to the
posterior capsule
Combined bony and soft
tissue procedure
Not often done
OPEN BONY PROCEDURES FOR ANTERIOR INSTABILITY
Bristow procedure
Latarjet procedure
Helfet first described the Bristow procedure in 1958 and named it after his late
mentor .
In the Bristow procedure and its variants, the coracoid process is
transferred through the subscapularis tendon as a method of treating recurrent
anterior instability of the shoulder.
1) The coracoid tip is transferred to the anteroinferior glenoid neck and likely
serves as a bone block in front of the humeral head. The transferred short head of
the biceps and coracobrachialis are placed so as to produce a strong dynamic
buttress across the anterior and inferior aspects of the joint when the shoulder is
in the vulnerable abducted and externally rotated position. The transfer was held
in place by sutures through the conjoined tendon and subscapularis.
2) Latarjet described a similar procedure in 1954, in which he transferred the tip of
the coracoid along with the conjoined tendon through a horizontal slit in the
subscapularis and fixed it with a screw
The procedure involves transfer of the coracoid with it's attached muscles to the
deficient area over the front of the glenoid.
This replaces the missing bone and the transferred muscle also acts as an
additional muscular strut preventing further dislocations.
The procedure has a high success rate (recurrence rate of less than 1%4) and this is
due to the ‘triple effect’ described by Patte.
These are:
1) Increase or restore the glenoid contact surface area;
2) The conjoint tendon stabilises the joint when the arm is abducted and
externally rotated, by reinforcing the inferior subscapularis and anteroinferior
capsule
3) Repair of the capsule. This triple effect is why the Latarjet is such a successful
procedure.
Latarjet procedure
AMBRI Lesions-Idea of
management
 Primary treatment nonoperative
 Operative management recommended for
patients who have continued pain or disability
despite an adequate rehabilitation
 The gold standard is open stabilization
Capsular shift( modified Neer and Foster )
OPEN ANTERIOR PROCEDURES FOR POSTERIOR
INSTABILITY
 McLaughlin procedure
 Neers modification of McLaughlin procedure
McLaughlin technique
 subscapularis
Neer’s modification
Putty Platt Operation
Surgical procedure for stabilizing the
glenohumeral joint after recurrent anterior
shoulder dislocations. The subscapularis tendon
is detached near its insertion on the humerus, the
joint opened, and the stump of the tendon on the
lesser tuberosity is sutured to the glenoid labrum.
Sometimes the procedure is combined with
reattachment of the glenoid labrum.
Technically an easy procedure
Disadvantages:
The Putti-Platt procedure is not to be performed
on throwers because it can reduce the range of
movement in the shoulder.
30 – 35 % incidence of late OA
Magnuson Stack procedure
ADVANTAGES AND DISADVANTAGES OF
ARTHROSCOPIC STABILIZATION
 ADVANTAGES DISADVANTAGES
-Improved cosmesis -Technically demanding
-Shorter operative time -Difficult in revision case
-Short hospital stay -Difficult in altered
anatomy
-Decreased morbidity -Cannot address bony
defect
-Decreased complication
-Lower cost
PHASES OF REHABILITATION
 Phase I Rest and immobilization. Pain control with
nonsteroidal anti-inflammatory drugs and ice applied to the
shoulder
 Phase II Isometric strengthening Isotonic strengthening.
Begin exercises with shoulder in adducted, forward- flexed
position, progressing to abducted position
 Phase III Endurance building along with strengthening
exercises. Goal: the patient reaches 90% strength in the injured
shoulder compared with the uninjured shoulder
 Phase IV Increase activity to sport- or job-specific activities
THANKS

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Shoulder instability (anatomy,types, management )

  • 1. DR Harpreet Singh Bhatia DMCH,Ludhiana,Punjab
  • 2. DEFINITION: Instability: • Inability to maintain the humeral head in the glenoid fossa. • Includes a spectrum of disorders Dislocation Complete loss of glenohumeral articulation Subluxation Partial loss of glenohumeral articulation with symptoms Laxity Incomplete loss of glenohumeral articulation unassociated with pain
  • 3. STABILITY Static Factors  Articular Congruence  Articular Version  Glenoid Labrum  Capsule and Ligament Dynamic Factors  Rotator Cuff  Biceps Tendon  Scapulothoracic Motion  Negative Pressure  Propioception
  • 4. OSTEOLOGY  Glenoid fossa  Pear shaped  7 deg. of retroversion  5 deg. of sup tilt  Glenoid version  30o anterior  Humerus  Neck-shaft – 130o to 140o  Retrotorsion – 30o
  • 5. Normal glenoid is about 7 degrees retroverted If the retroversion is excessive, it leads to posterior instability of shoulder STATIC FACTORS
  • 6. GLENOHUMERAL JOINT  Humeral head 3x larger than glenoid fossa  Ball and socket with translation  3 degrees of freedom  Flex/Ext  Abd/Add  Int/Ext rot  Plus Cricumduction
  • 7. GLENOID LABRUM  Static stabilizer  contributes 20% to GH stability  Fibro cartilaginous tissue  Deepens glenoid(50%)  3purposes:  Inc. surface contact area  Buttress  Attachment site for GH ligaments
  • 8. The labrum increases the superoinferior diameter of the glenoid by 75% and the anteroposterior (AP) diameter by 50%
  • 9. CAPSULE AND LIGAMENTS Capsule  Attached medially glenoid fossa  laterally to anatomical neck of humerus  Ant cap thicker than post.  2-3 mm of distraction  Little contribution to joint stability  Strengthened by GHLs and RC tendons
  • 11.
  • 12. GLENOHUMERAL LIGAMENTS (Superior, Middle , Inferior) SGHL  O = tubercle on glenoid just post to long head biceps  I = upper end of lesser tubercle  Resists inf. subluxation and contributes to stability in post and inf. directions
  • 13. MGHL  O= sup glenoid and labrum  I = blends with subscapularis tendon  Limits ant. instability especially in 45 deg abduction position  Limits ext rotation
  • 14. IGHL  O= ant. glenoid rim and labrum  I= inf. aspect of humeral articular surface and anatomic neck  3 bands, anterior, axillary and posterior  Acts like a sling ,the most important single ligamentous stabilizer .  Primary restraint is at 45-90 deg abduction.
  • 15. Coracoacromial ligament  secondary stabilizer. Coracohumeral ligament  Contribute to restraining inferior subluxation with arm at side,
  • 16. Dynamic Factors  Rotator Cuff  Biceps Tendon  Negative Pressure  Scapulothoracic motion  Proprioception
  • 17. ROTATOR CUFF  Compression enhances conformity  Greater than static stabilizers  Coordinated contractions/steering effect  Supraspinatus most important  Dynamization
  • 18. Biceps long head, Deltoid  secondary stabilizer head depressor Periscapular Muscles  help position scapula and orient glenohumeral joint contributes compressive force across joint
  • 19. SCAPULOTHORACIC MOTION  2:1 glenohumeral to scapulothoracic motion  Scapulothoracic muscle (trapezius, serratus anterior, teres major, levator scapulae)  less stable platform
  • 20. NEGATIVE INTRA-ARTICULAR PRESSURE  -42 cm H2O in cadaver  Secondary to high osmotic pressure in interstitial tissues  Only clinically important in the arm at rest in adduction  Lost with lax capsule or defect
  • 21.
  • 22.
  • 25.
  • 26. SPECTRUM Traumatic Microtrauma Atraumatic Less laxity More laxity Unidirectional Multidirectional
  • 27. PATHOANATOMY OF SHOULDER INSTABILITY Laberal Lesions  – Bankart  – Reverse Bankart  – SLAP lesions Capsular Injury  – Intrasubstance Tear  – HAGL  – Capsular Laxity Bone Loss  – Glenoid  – Humeral Head-Hill-Sachs Lesion
  • 28.
  • 29. BANKART LESION.  The traumatic detachment of the glenoid labrum has been called the Bankart lesion. 85%
  • 30. BANKART LESION-labral tear at anterior half of glenoid rim
  • 32.
  • 33. Anchor used for repair
  • 34. HILL-SACHS LESION This is a defect in the posterolateral aspect of the humeral head.
  • 36. EVALUATION OF INSTABILITY History  Age  Trauma-Duration  Associated Pain  Sports, throwing or overhead activities  Voluntary subluxation  “Clunk” or knock  Fear-Limitation of Movements  Hx dislocationsand energy associated  Hx 1st dislocation or injury  Subsequent dislocations/ subluxations
  • 37. Physical Examination  Inspection  Palpation  ROM  Winging  Neurovascular testing  Generalized ligamentous laxity  Instability tests
  • 38.
  • 39.  Sulcus sign  Drawer tests  Load & Shift test
  • 40.  Apprehension test  Jobe’s Relocation  Jerk test  Fulcrum Grade = 1 - 4
  • 41. DIAGNOSIS  X-rays  CT Scan  MRI  Arthroscopy
  • 42. RADIOLOGY  X-Rays  Identify Bankart or Hill-Sachs Lesion
  • 47. Stryker view Humeral Head Defect
  • 48. Apical Oblique view Glenoid rim lesion
  • 49. West Point Axillary view Anteroinferior glenoid rim
  • 50. ANTERIOR DISLOCATION 97% of recurrent dislocation  abduction, extension and external rotation  subcoracoid  subglenoid  subclavicular Associated Injuries: Fractures  Head & Neck Rotator Cuff Tears  > 40 y/o = 30 %  > 60 y/o = 80%
  • 51. Neurologic Injury  Axillary nerve  10-25% incidence 1st time.  2-5% in recurrent dislocators  Tx: “watchful expectancy”  Poor prognosis if no recovery by 10 wks Vascular Injury  Axillary artery  2nd part thoracoacromial trunk
  • 52. POSTERIOR DISLOCATION  Incidence: < 5% all shoulder dislocations  Axial load  Flexed/Adduction  Bench press-“lock out”  Swimming- pull thru  Rowing  Football Offensive Lineman
  • 53. Examination  Shift & load test  Post. Apprehension test  Jerk test  Kim test Imaging studies  X-ray  CT  MRI
  • 54. TREATMENT Non Operative  Immobilization  Protection  Rehabilitation  70-90% improve  Functional disability improved  Instability not eliminated
  • 55. Operative Management  Overall 50-95 % success  Higher recurrence vs ant. instability procedures Soft Tissue Procedures  Posterior Capsulorrhaphy  Reverse Putti-Platt (IS Capsular Tenodesis)  McLaughlin Bone Procedures  Posterior Glenoid Osteotomy  Posterior Bone Block
  • 56. MATSEN'S CLASSIFICATION TUBS:  Traumatic  Unidirectional  Bankart lesion  Surgery is often necessary. AMBRI:  Atraumatic  Multidirectional  Bilateral  Rehabilitation is the primary mode of treatment.  Inferior capsular shift & internal closure often performed.
  • 57. OPERATIVE TREATMENT: Capsulolabral Repair  Bankart  Modified Bankart Subscapularis Procedures  Putti-Platt  Magnuson-Stack Coracoid Transfer Procedures  Bristow  Latarjet
  • 58. TREATMENT OPTIONS TYPE OF INSTABILITY PREFERRED SURGERY Traumatic anterior, with Bankart Lesion Open / arthroscopic Bankart repair Traumatic anterior , with no labral lesion, just capsular laxity Open / arthroscopic capsular imbrication AMBRI lesions Lateral capsular shift( modified Neer and Foster ) with closure of rotator interval Recurrent posterior dislocation in association with a reverse Hill-Sachs lesion modified McLaughlin procedure Head defect > 30 – 45 % > 45 % Acute disimpaction / Weber osteotomy Prosthetic replacement Glenoid defect Bristow – Latarjet coracoid transfer Structural bone graft
  • 59. Procedures Procedure Description Results Neer’s Capsulorrraphy Posterior capsular tightening Generally unsatisfactory, upto 50 % recurrence Staple capsulorraphy Tightening done with staples Small study group Tieborne and bradley procedure Capsular Imbrication with a horizontal T approach Upto 20 % recurrence Hawkins and Janda procedure Subscapularis advancement and shortening 0 – 5 % recurrence Rockwood Glenloid Plasty with Biceps Tenodesis to the posterior capsule Combined bony and soft tissue procedure Not often done
  • 60. OPEN BONY PROCEDURES FOR ANTERIOR INSTABILITY Bristow procedure Latarjet procedure
  • 61. Helfet first described the Bristow procedure in 1958 and named it after his late mentor . In the Bristow procedure and its variants, the coracoid process is transferred through the subscapularis tendon as a method of treating recurrent anterior instability of the shoulder. 1) The coracoid tip is transferred to the anteroinferior glenoid neck and likely serves as a bone block in front of the humeral head. The transferred short head of the biceps and coracobrachialis are placed so as to produce a strong dynamic buttress across the anterior and inferior aspects of the joint when the shoulder is in the vulnerable abducted and externally rotated position. The transfer was held in place by sutures through the conjoined tendon and subscapularis. 2) Latarjet described a similar procedure in 1954, in which he transferred the tip of the coracoid along with the conjoined tendon through a horizontal slit in the subscapularis and fixed it with a screw
  • 62. The procedure involves transfer of the coracoid with it's attached muscles to the deficient area over the front of the glenoid. This replaces the missing bone and the transferred muscle also acts as an additional muscular strut preventing further dislocations. The procedure has a high success rate (recurrence rate of less than 1%4) and this is due to the ‘triple effect’ described by Patte. These are: 1) Increase or restore the glenoid contact surface area; 2) The conjoint tendon stabilises the joint when the arm is abducted and externally rotated, by reinforcing the inferior subscapularis and anteroinferior capsule 3) Repair of the capsule. This triple effect is why the Latarjet is such a successful procedure.
  • 63.
  • 65.
  • 66.
  • 67. AMBRI Lesions-Idea of management  Primary treatment nonoperative  Operative management recommended for patients who have continued pain or disability despite an adequate rehabilitation  The gold standard is open stabilization
  • 68. Capsular shift( modified Neer and Foster )
  • 69. OPEN ANTERIOR PROCEDURES FOR POSTERIOR INSTABILITY  McLaughlin procedure  Neers modification of McLaughlin procedure
  • 72. Putty Platt Operation Surgical procedure for stabilizing the glenohumeral joint after recurrent anterior shoulder dislocations. The subscapularis tendon is detached near its insertion on the humerus, the joint opened, and the stump of the tendon on the lesser tuberosity is sutured to the glenoid labrum. Sometimes the procedure is combined with reattachment of the glenoid labrum. Technically an easy procedure Disadvantages: The Putti-Platt procedure is not to be performed on throwers because it can reduce the range of movement in the shoulder. 30 – 35 % incidence of late OA
  • 74. ADVANTAGES AND DISADVANTAGES OF ARTHROSCOPIC STABILIZATION  ADVANTAGES DISADVANTAGES -Improved cosmesis -Technically demanding -Shorter operative time -Difficult in revision case -Short hospital stay -Difficult in altered anatomy -Decreased morbidity -Cannot address bony defect -Decreased complication -Lower cost
  • 75. PHASES OF REHABILITATION  Phase I Rest and immobilization. Pain control with nonsteroidal anti-inflammatory drugs and ice applied to the shoulder  Phase II Isometric strengthening Isotonic strengthening. Begin exercises with shoulder in adducted, forward- flexed position, progressing to abducted position  Phase III Endurance building along with strengthening exercises. Goal: the patient reaches 90% strength in the injured shoulder compared with the uninjured shoulder  Phase IV Increase activity to sport- or job-specific activities