Carpal Instability
Carpal Instability
Instructional
Course
Lectures
COMMITTEE
JAMES H. BEATY, Chairman
FRANKLIN H. SIM
S. TERRY CANALE
DONALD C. FERLIC
EX OFFICIO
FRANKLIN H. SIM, Editor, Vol. 50
DEMPSEY S. SPRINGFIELD, Deputy Editor of
The Journal of Bone and Joint Surgery
for Instructional Course Lectures
JAMES D. HECKMAN
*Printed with permission of the American Academy of Orthopaedic Surgeons. This article, as well as other
lectures presented at the Academy’s Annual Meeting, will be available in March 2001 in Instructional Course
Lectures, Volume 50. The complete volume can be ordered online at www.aaos.org, or by calling 800-626-6726
(8 A.M.-5 P.M., Central time).
Carpal Instability*†
BY RICHARD H. GELBERMAN, M.D.‡, WILLIAM P. COONEY, III, M.D.§,
AND ROBERT M. SZABO, M.D., M.P.H.#
FIG. 3
Illustration demonstrating the dorsal wrist ligaments. DIC = dorsal
intercarpal, DRC = dorsal radiocarpal, and DRU = dorsal radioulnar.
Kinematics
There are two prevailing theories, the columnar and
oval ring concepts, that have been used to characterize
carpal kinematics. The columnar carpus concept, intro- FIG. 4
duced by Navarro in 1921, describes the carpus as a se-
Illustration demonstrating Navarro’s columnar carpus12. The lateral
ries of three longitudinal columns (the central [flexion- column comprises the scaphoid, trapezium, and trapezoid; the central
extension], lateral [mobile], and medial [rotational] col- column comprises the lunate, capitate, and hamate; and the medial col-
umns) (Fig. 4)12. Taleisnik modified Navarro’s theory, umn comprises the triquetrum and pisiform. (Reproduced, with modi-
fication, from: Lichtman, D. M.; Schneider, J. R.; Swafford, A. R.; and
adding the trapezium and trapezoid to the central col- Mack, G. R.: Ulnar midcarpal instability — clinical and laboratory
umn and eliminating the pisiform from the medial col- analysis. J. Hand Surg., 6: 522, 1981. Reprinted with permission.)
Mechanisms of Injury
In an experimental study, Mayfield et al. determined
that the mechanism of injury for most carpal dislocations
is a fall on the outstretched hand causing wrist extension,
FIG. 5 ulnar deviation, and intercarpal supination18,19. Sequential
Illustration demonstrating Taleisnik’s modification of the columnar ligamentous injury, called progressive perilunar instabil-
carpus8. The trapezium and trapezoid are included in the central col- ity, was noted to be initiated on the radial aspect of the
umn, and the pisiform is eliminated from the medial column. (Repro-
duced, with modification, from: Lichtman, D. M.; Schneider, J. R.;
wrist and to extend across the perilunate ligaments to the
Swafford, A. R.; and Mack, G. R.: Ulnar midcarpal instability — clin- ulnar aspect of the wrist. Four stages of progressive per-
ical and laboratory analysis. J. Hand Surg., 6: 522, 1981. Reprinted ilunar instability were defined, including scapholunate
with permission.)
dissociation caused by injury to the scapholunate in-
terosseous and palmar radioscaphocapitate ligaments
(stage I), dislocation of the capitolunate joint through the
space of Poirier (stage II), separation of the triquetrum
FIG. 6
Illustration demonstrating the oval ring concept of Lichtman et al.14.
(Reproduced, with modification, from: Lichtman, D. M.; Schneider,
J. R.; Swafford, A. R.; and Mack, G. R.: Ulnar midcarpal instability —
clinical and laboratory analysis. J. Hand Surg., 6: 522, 1981. Reprinted
with permission.)
FIG. 7
17
lateral radiograph . In dorsal intercalated instability, Gilford et al. described the wrist as a link joint (Fig. 7, A), noting
that instability occurs in compression because of the intercalated seg-
the lunate is angulated dorsally in the sagittal plane and ment (the proximal carpal row represented by the lunate [L]) (Fig. 7,
the capitate is displaced dorsal to the radiometacarpal B). The scaphoid (S in Fig. 7, C) links the radius to the distal carpal
axis (radiolunate angle, more than 10 degrees) (Fig. 7). row and provides stability against compression forces during wrist
flexion and extension. C = capitate, and R = radius. (Reprinted, with
In volar intercalated instability, the lunate angulates permission, from: Green, D. P.: Carpal dislocation and instabilities. In
palmarly (radiolunate angle, 10 degrees in a palmar di- Operative Hand Surgery, edited by D. P. Green. Ed. 3, p. 863. New
rection), which causes the capitate to become displaced York, Churchill Livingstone, 1993. [Green noted that the figure was
modified from: Gilford, W. W.; Bolton, R. H.; and Lambrinudi, C.: The
palmar to the radiometacarpal axis. mechanism of the wrist joint with special reference to fractures of the
Other terms have been introduced to clarify vari- scaphoid. Guy’s Hosp. Rep., 92: 52-59, 1943.])
FIG. 8-A
Figs. 8-A, 8-B, and 8-C: Midcarpal arthrograms diagnostic for a
lunotriquetral ligament tear.
Fig. 8-A: Contrast material is injected into the midcarpal joint.
FIG. 10
Lateral radiograph demonstrating an increased scapholunate angle as measured with the tangential measurement method. The longitudi-
nal axis of the scaphoid is demonstrated by creating a line that connects the proximal surfaces of the two poles of the scaphoid. The angle is
90 degrees.
FIG. 12
Preoperative lateral radiograph demonstrating that while the lunate is palmar flexed it rests in the lunate fossa of the radius. The scaphoid
and the capitate are displaced dorsal to the longitudinal axis of the radius.
lunate dislocation, results from injury to the scapholu- eziotrapezoid and scaphocapitate arthrodeses to avoid
nate interosseous and palmar radioscaphoid ligaments33. radial styloid-scaphoid impingement. Following both of
Depending on the extent of ligamentous injury, there is these limited intercarpal arthrodeses, residual flexion and
either diffuse tenderness of the carpus or point tender- extension of the wrist is 50 to 60 percent of that on the
ness over the scapholunate interval. Radiographs reveal contralateral side and residual radial and ulnar deviation
all five key features of rotatory subluxation of the scaph- is 60 to 70 percent of that on the contralateral side48,49,52-54.
oid (Figs. 9 and 10). While ligamentous repair within The most common complications are nonunion, which is
three weeks after the injury34,35 is preferred, delayed re- seen in as many as 30 percent of patients, and radio-
pair can be carried out as long as four to six months scaphoid impingement55-57.
from the time of the injury. Several factors govern the
feasibility of delayed ligamentous repair (repair later Acute Perilunate Dislocation
than three weeks after the time of the injury); these fac- With acute perilunate dislocation, the typical find-
tors include the identification of a substantial, reparable ings on physical examination are swelling, pain, and
scapholunate interosseous ligament and the isolation of deformity of the wrist and the typical finding on radio-
a palmar flexed scaphoid that can be reduced without graphic examination is gross disturbance of the inter-
the necessity for extensive circumferential dissection. carpal relationships (Fig. 11). With dorsal perilunate
The extent to which the scaphoid becomes fixed in pal- dislocation, lateral radiographs demonstrate that the
mar flexion is dependent on the magnitude of the initial longitudinal axis of the capitate is displaced dorsal to
capsular injury, with scarring and capsular contracture the longitudinal axis of the radius (Fig. 12). With lunate
increasing over time. dislocation, the longitudinal axis of the capitate is co-
Neither closed reduction alone nor closed reduction
and percutaneous pin fixation is uniformly successful in
maintaining carpal alignment and in achieving satisfac-
tory long-term outcomes in wrists with acute scapho-
lunate instability. The preferred method of treatment is
open reduction of the carpus through a dorsal approach,
pinning of the scaphoid to the lunate and to the capi-
tate with two 0.045-inch (0.114-centimeter) Kirschner
wires36-40, and direct repair of the scapholunate ligament.
Ligament repair is carried out either with direct suture
for ligaments torn in their midsubstance or with pull-out
sutures or suture anchors for ligaments avulsed from
bone. The wrist is immobilized in neutral position in an
above-the-elbow thumb-spica cast for eight weeks34, fol-
lowing which time the pins are removed and active mo-
tion is initiated.
FIG. 14
Postoperative lateral radiograph demonstrating that the capitate and the lunate are colinear with the radius and that the capitate is concen-
tric with the articular surface of the lunate.
linear with the axis of the radius and the lunate is dis- duction of an acute perilunate dislocation, with or with-
placed palmarly17. Distortion of the concentric arcs of out percutaneous pin fixation58. Currently, the treatment
the proximal and distal rows indicates that the injury of choice is immediate closed reduction followed by open
has extended to the ulnar side of the carpus. If initial ra- ligamentous repair through a dorsal approach. Closed re-
diographs are confusing, it is helpful to make distraction duction is carried out in the emergency room with trac-
radiographs with ten to fifteen pounds (4.5 to 6.8 kilo- tion (ten pounds [4.5 kilograms] for ten minutes) applied
grams) of fingertrap traction. Radiographs of the con- to the hand with fingertraps. The fingertraps are re-
tralateral wrist in neutral alignment are made, and moved, and manual longitudinal traction is applied. As
measurements are made from reference points on the the wrist is extended, the lunate is stabilized by the exam-
lunate and scaphoid. iner’s thumb. With traction maintained, the wrist is grad-
Previous investigators have noted that there is a low ually palmar flexed and the capitate is reduced into the
likelihood of achieving long-term success with closed re- concavity of the lunate59. The patient is then taken to the
FIG. 15
Photograph demonstrating how point tenderness over the scapholunate interval is elicited in wrists with dynamic scapholunate instability.
FIG. 16-A
FIG. 16-B
FIG. 16-C
Figs. 16-A, 16-B, and 16-C: Photographs demonstrating the scaphoid shift maneuver.
Figs. 16-A and 16-B: Volar and lateral views showing how the maneuver is performed by applying pressure over the scaphoid while the wrist
is held in ulnar deviation.
Fig. 16-C: As the wrist is brought from ulnar to radial deviation, the scaphoid’s proximal pole returns to its position in the scaphoid fossa of
the radius. The patient notes wrist pain with the maneuver, and both the patient and the examiner note a clunking sensation.
FIG. 17
Figs. 17 and 18: Photograph and radiograph demonstrating the technique of dorsal capsulodesis.
Fig. 17: Dorsal capsulodesis is performed by creating a transversely directed trough in the distal portion of the scaphoid. A one-centimeter-
wide dorsal radius-based capsular flap, aligned with the longitudinal axis of the thumb metacarpal (arrows), is attached to the scaphoid with su-
ture anchors.
operating room, and regional or general anesthesia is ad- ation of the scaphoid is performed with insertion of a
ministered. A longitudinal dorsal incision is made from compression screw through a dorsal incision. Injury to
the base of the index and long metacarpals, over Lister’s the dorsolateral branches of the radial artery, which
tubercle to the distal aspect of the forearm. Dissection of enter the scaphoid through the dorsal ridge, can be
the carpus is carried out beneath the infratendinous reti- avoided by direct visualization and protection of the
naculum of the fourth dorsal compartment. The scapho- dorsolateral vascular leash. An additional Kirschner
lunate and lunotriquetral interosseous ligaments are
inspected. After reduction of the scapholunate joint,
three to four 0.045-inch (0.114-centimeter) Kirschner
wires are inserted, extending from the scaphoid to the lu-
nate, from the scaphoid to the capitate, and on occasion
from the radius to the lunate. If the lunotriquetral liga-
ment is torn, the lunotriquetral joint is reduced and
pinned with an additional 0.045-inch Kirschner wire
(Figs. 13 and 14). The scapholunate and lunotriquetral in-
terosseous ligaments are repaired with direct suture with
4.0 braided Dacron or with suture anchors. Currently, a
palmar incision is made in addition, particularly if there
is a palmar lunate (stage-IV18,19) dislocation that cannot
be reduced closed or if there are findings indicative of
acute carpal tunnel syndrome.
Postoperatively, the wrist is immobilized in an above-
the-elbow plaster-reinforced compression dressing for
fourteen days. A below-the-elbow thumb-spica cast is
then applied and is maintained for an additional six
weeks. Eight weeks postoperatively, the cast is removed,
the pins are removed, and active motion is initiated60. In a
recent multicenter study of perilunate dislocations and
fracture-dislocations, the authors noted that both open
injury and a delay in treatment had adverse effects on
outcomes and that postoperative arthritis was common
(seen in as many as 56 percent of cases)20,58,61.
FIG. 18
Transscaphoid Perilunate Dislocation One or two 0.045-inch (0.114-centimeter) Kirschner wires, inserted
through the scaphoid’s distal pole, provide stabilization to the capi-
Initial evaluation and treatment is similar to that tate. The wrist is immobilized postoperatively in 20 degrees of exten-
carried out for perilunate dislocation20,58,60,61. Internal fix- sion and ulnar deviation for six weeks.
Scaphoid Dislocation
Palmar radial displacement of the proximal pole of
the scaphoid from the scaphoid fossa of the distal part of
the radius is diagnostic of a scaphoid rather than a perilu-
nate dislocation. The interposition of capsular or liga-
mentous tissue may prevent closed reduction. Treatment,
which is similar to that recommended for acute scapho-
lunate dissociation, consists of open reduction of the
scapholunate joint, insertion of two 0.045-inch (0.114-
centimeter) Kirschner wires extending from the scaphoid
to the lunate and from the scaphoid to the capitate, and
direct repair of the scapholunate interosseous ligament.
Immobilization in a below-the-elbow thumb-spica cast is
maintained for eight weeks, after which time active mo-
tion is initiated.
FIG. 20-B
FIG. 22
Radiograph showing a malunion of the distal part of the radius with 40 degrees of dorsiflexion of the distal part of the radius, a scapholunate an-
gle of 75 degrees, and a lunocapitate angle of 15 degrees.
FIG. 23
Schematic drawings of a corrective osteotomy, showing interposition of bone graft from the iliac crest to restore the length and tilt of the dis-
tal part of the radius. The upper-left drawing shows the graft in place with temporary Kirschner-wire fixation, the lower-left drawing is a lateral
view of T-plate fixation with the interposition graft, and the right drawing is a posteroanterior view of the graft and T-plate in place.
failure rates of as high as 30 percent79, and isolated capi- carpal instability83,84. The osseous deformity leads to mal-
tolunate arthrodesis has been associated with a nonunion alignment of the bones of the proximal carpal row, loss
rate of 50 percent (four of eight)80. Studies have indicated of wrist flexion, and radiocarpal or midcarpal instability.
that either scaphotrapeziotrapezoid or scaphocapitate Biomechanical studies have shown that there is a shift of
arthrodesis with radial styloidectomy is indicated for load from the radius to the ulna (from 20 to 67 percent of
stage-I scapholunate advanced collapse52,73. For stage II, the total load) when dorsal angulation is increased be-
either four-corner arthrodesis with scaphoid excision or yond 15 degrees of dorsal tilt (a 26-degree loss of normal
proximal row carpectomy is an effective reconstructive palmar tilt)85,86. Fernandez observed that symptoms oc-
procedure. There is general consensus that either lim- curred most frequently when dorsal angulation of the
ited wrist arthrodesis with scaphoid excision or proximal distal part of the radius was greater than 20 degrees87,
row carpectomy with fascial interposition is the pro- and other authors have recommended that 15 to 30 de-
cedure of choice for stage-III scapholunate advanced grees of dorsal angulation be considered an indication
collapse79-82. for distal radial osteotomy.
Adaptive instability of the carpus may occur at
Adaptive Instability either the radiocarpal or the midcarpal joint88,89. With
Dorsiflexion malunion after fracture of the distal radiocarpal instability, dorsal radiocarpal subluxation
part of the radius is the most common cause of adaptive occurs as the lunate contact area translates dorsally
FIG. 24
Postoperative lateral radiograph showing the scapholunate angle corrected to 45 degrees and the lunocapitate angle corrected to less than 5
degrees after corrective osteotomy for the treatment of malunion of the distal part of the radius.
along the inclined plane of the distal part of the radius17 dius or causing palmar or dorsal displacement of the
(Figs. 20-A and 20-B). For the hand to become re- carpus.
aligned with the forearm, flexion takes place at the ra- Patients with adaptive carpal instability most fre-
diolunate joint. With midcarpal instability, the angular quently present with wrist pain, which is often delayed
relationship between the articular surface of the radius in onset for several weeks to months after fracture-
and the longitudinal axis of the lunate remains un- healing, and loss of wrist motion and grip strength. Ad-
changed. For the hand to become realigned with the ditional sequelae may include median neuropathy at the
forearm, palmar flexion occurs at the lunocapitate wrist and tendon rupture83,84.
level (Figs. 21 and 22). Instability occurs gradually, af- The preferred treatment for radial dorsiflexion
ter the fracture has united, as the midcarpal joint is malunion in young patients (those less than fifty years of
stressed during loading of the wrist. With both types of age) who have greater than five millimeters of shorten-
instability, a zigzag collapse deformity of the carpus re- ing consists of operative restoration of both radial
sults. While the condition is initially dynamic, both ra- length and palmar tilt. Recent modifications in preoper-
diocarpal and midcarpal instability may become static ative planning and operative technique have improved
over time90. Adaptive carpal instability results in a the outcome of dorsal opening-wedge osteotomy, which
change of the moment arm of the flexor and extensor is the procedure of choice (Figs. 23 and 24)87,91. Postoper-
tendons, an alteration in carpal kinematics86, and a loss atively, the adaptive instability pattern corrects sponta-
of power transmission across the wrist. With radial neously in most cases and forearm rotation is restored.
shortening and progressively increasing positive ulnar For wrists in which the adaptive instability pattern has
variance, the proximal row of carpal bones abuts the become static, either ligament reconstruction or inter-
distal end of the ulna, either limiting rotation of the ra- carpal arthrodesis is recommended.
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