Thoracic Spine: Surgical Approaches

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CHAPTER 18 Thoracic Spine

Surgical Approaches

Anatomy of Anterior Cervicothoracic Spine

The cervicothoracic junction corresponds to the area just superior to the mediastinum and extends into the sternum and T4-5 intervertebral discs. The left brachiocephalic vein, formed by the confluence of the left internal jugular and subclavian veins, lies immediately posterior to the upper sternum. The thymus gland lies just anterior to this structure. The left and right brachiocephalic veins combine to form the superior vena cava at the right first intercostal space. The superior vena cava enters the left atrium posterior to the third costal cartilage. The vagus and phrenic nerves lie anterior to the arch of aorta (Fig. 18–1). The recurrent laryngeal nerve branches off the vagus nerve between T1 and T3 on the left side and reliably loops around the aorta to ascend into the tracheoesophageal groove. The right recurrent laryngeal nerve branches off the vagus nerve in the upper cervical region and loops around the right subclavian artery. On this side, it may also leave the carotid sheath at a higher level and course anteriorly behind the thyroid before entering the groove.

Injury to the recurrent laryngeal nerve may occur with indiscriminant dissection to the cervicothoracic junction. C5-T1 levels are especially vulnerable. Controversy exists regarding which approach (left-sided vs. right-sided) minimizes the risk of injury to the recurrent laryngeal nerve. Tew and Mayfield1 described the asymmetry between the right and left laryngeal nerves and described the anatomic loop of the nerve around the aortic arch on the left side as longer, more predictable, and more protected than the right-sided nerve. These authors believed that the anatomic loop on the left side rendered the recurrent laryngeal nerve less susceptible to contusion and stretch injury when a left-sided surgical approach was used. Other authors have reported that there is no statistical difference between the rate of injury and the side of the surgical approach.2 It is acknowledged that injury to this structure can cause mild dysphagia and dysphonia. The reported incidence of dysphagia after anterior surgery ranges from 28% to 57%, and the incidence of dysphonia is 2% to 30%.3

The phrenic nerve, another neural structure, descends anterior to the pulmonary hilum to innervate the diaphragm. Lastly, the thoracic duct enters the superior mediastinum on the left side behind the arch of the aorta and ascends between the left subclavian artery and the esophagus before draining into the angle at the junction of the left subclavian vein and the left internal jugular vein.

Surgical Approaches to Anterior Spine

Cervicothoracic Junction

Low Anterior Cervical and High Transsternal Approach

The cervicothoracic junction is unique because this is the transitional area between cervical lordosis and thoracic kyphosis. This area is subject to a great deal of mechanical stress and is at risk for kyphotic deformities if these forces are not clearly understood and respected. Exposure in this region of the spine allows access to much of the lower cervical spine and proximal thoracic region. Although entry into this area involves navigating around and through numerous neurovascular structures as described earlier, when this area is exposed, it provides the surgeon full access to the spine for various procedures, including corpectomy, discectomy, débridement, deformity correction, and fracture reduction.

Indications for the anterior cervicothoracic approach include the following:

Operative Procedure

The patient is positioned supine on the operating table after general endotracheal anesthesia has been instituted. The arms should be tucked at the side, and the hands and wrist should be checked to ensure that they are positioned without undue pressure. Typically, a towel roll or other bolster is placed between the scapulae. This towel roll allows the head to be placed in a slight amount of extension and the shoulders to lie slightly extended at the side for adequate exposure of the junction. The head should also be turned either slightly right or slightly left depending on the surgeon’s preferred approach. A left-sided approach to a virgin neck is preferable because the laryngeal nerve has a more reliable course into the tracheoesophageal groove on this side.4,5

If possible, the head section of the operating table should be lowered to allow further extension of the neck. The shoulders are pulled distally at the side with adhesive tape and secured to the bed frame so that if a lateral intraoperative image is obtained, it is relatively unimpeded by the overlying shoulder osseous structures. Care should be taken not to overpull the shoulders and risk a traction neurapraxia of the brachial plexus. Patients may be placed in slight Trendelenburg position to decrease venous pooling and engorgement. Next, the area of the neck from the angle of the jaw and mastoid process to the xiphoid is prepared. Enough room should be left distal on the chest so that if the incision needs to be extended, it is still within a sterile field.

The surgical incision is typically made from the left anterior border of the sternocleidomastoid muscle to the notch and can be continued distally along the middle of the manubrium (Fig. 18–2A). The first portion of the approach is an extension of the standard Smith-Robinson approach. Other authors have described a transverse incision that parallels the medial half of the clavicle. The vertical extension of the incision depends on the overall exposure required by the treating surgeon. If exposure from C7 to T4 is needed in its entirety, the vertical portion of the incision is made with the distal portion terminating just distal to the suprasternal notch. The extent of the incision is typically to the third costal cartilage.

After marking the incision, a No. 10 blade scalpel is used to incise down to the subcutaneous layer. Dissection is done through the platysma, creating flaps on either side for easier closure at the end of the case. Care should be taken not to injure the jugular veins, but they may be sacrificed if further exposure is needed. The strap muscles including the sternocleidomastoid are identified as they insert into the clavicle (Fig. 18–2B and C). Next, the clavicular and manubrial insertions of the sternocleidomastoid muscle are elevated subperiosteally proximally and laterally. The remaining strap muscles should be elevated in a similar manner and taken medially.

When visualized, subperiosteal stripping of the medial third of the clavicle and ipsilateral half of the manubrium should be performed. This stripping exposes the osseous structures for distal exposure to the lower cervical thoracic junction. The clavicle can be sectioned at the middle to medial third junction with an oscillating saw or osteotome (Fig. 18–2D). Care should be taken not to injure the underlying subclavian vein that is in close proximity. When freed laterally, the clavicle can be disarticulated from the manubrium providing exposure to the proximal cervicothoracic junction.

For a more extensive distal exposure, an alternative to clavicular resection and disarticulation involves a sternum-splitting approach. After performing the proximal incision, the skin incision can be extended further distally for added exposure (see Fig. 18–2A). Next, the sternocleidomastoid and strap muscles are dissected subperiosteally from the manubrium and sternum to expose the midline to the anticipated level desired. One is usually able to use this dissection to visualize down to the T4 vertebral level. The manubrium is split longitudinally in the midline with an oscillating or Gigli saw and retracted with self-retaining retractors. Care should be taken not to injure the structures in the retropleural fascia with the saw. This area is protected by dissecting the thymus and surrounding fat from behind the manubrium. Also, care should be taken to avoid injuring the thoracic duct because it ascends to the left of the esophagus from the level of T4 to its junction with the left internal jugular and subclavian veins. A Kerrison rongeur can be used to complete the osteotomy on the posterior aspect of the manubrium. The innominate vein and inferior thyroid vein may also be encountered and can be ligated if necessary for exposure.

When adequate exposure from overlying osseous structures is obtained, dissection proceeds by finding an interval between the trachea and esophagus medially and the carotid sheath laterally. This is a relatively avascular plane, and one should encounter minimal bleeding in this zone. The surgeon should palpate for the carotid pulse laterally before dissection to ensure that the approach stays medial to the sheath. The laryngeal nerve reliably runs between the trachea and esophagus on the left side after looping around the aorta. If retractors are used in this area, the surgeon should ensure that they remain outside this tissue; otherwise, injury to the nerve may occur. After placing the retractors and developing the interval, distally the right brachiocephalic artery can be taken laterally to the patient’s right along with the trachea and esophagus. The left brachiocephalic and subclavian veins can be retracted inferolaterally to the patient’s left. When approaching the prevertebral fascia, a kitner can be used to thin the fascia in a longitudinal manner. This thinning allows the surgeon to visualize the longus colli muscles, which run on either side of the cervicothoracic spine. With the junction fully exposed, the surgeon can proceed with the primary operative objective (i.e., corpectomy, fusion, discectomy, débridement).

Finally, closure should be performed in a stepwise manner.6 If a sternal split was performed, wiring of the sternum and manubrium should be employed to reapproximate the two halves. If the clavicle is disarticulated, it should be reintroduced and fixed into place. Next, strap muscles should be repaired with absorbable sutures, and the sternocleidomastoid should be reattached to its insertion in a similar manner. The platysma can be reapproximated with running or interrupted absorbable sutures, and a suction drain can be placed just underneath this muscle before its closure.

Transthoracic (Third Rib Resection)

When exposure of the anterolateral thoracic spine is needed, a transthoracic third rib resection can be employed. This approach provides excellent exposure of upper thoracic spine and may provide autologous bone graft from the resected rib. Transthoracic third rib resection provides access to T1-4 vertebral areas.

Disadvantages to using this approach include the need to mobilize the scapula and violation of chest wall muscles during dissection. This approach also requires violating the pleural space and necessitates placement of a chest tube at the end of the procedure.7

The indication for the transthoracic approach is as follows:

Operative Procedure

Before positioning the patient, it is recommended that a double-lumen endotracheal tube with lung isolation be used.8 The patient is placed in the lateral decubitus position with the desired operative side up (Fig. 18–3A). Positioning the patient in this manner can be accomplished using a deflatable beanbag or foam-type bolster. The surgeon should ensure that all bony prominences are well padded. A soft roll is placed just distal to the axilla to prevent pressure on the brachial plexus. The arms are abducted, and the elbows and knees are slightly flexed in a position of comfort. The ipsilateral arm may be positioned comfortably by keeping it abducted on stacked pillows or blankets just under the arm and forearm. The surgeon should ensure that the head is also positioned comfortably and that no undue stress is placed on the head-neck junction. Preparation and draping is done in the usual sterile fashion from the shoulder to just above the iliac crest and from below the mid-spine posteriorly to below the umbilicus anteriorly.

The incision is drawn from the T1 spinous process, following the curvature of the medial-to-inferior border of the scapula. The incision is continued anteriorly along the seventh rib and ends on the costal cartilage of the third rib. This same trajectory is followed by incising through skin and subcutaneous tissue with a No. 10 blade knife. Next, the muscles of the trapezius and latissimus dorsi are identified and divided in a layered fashion with electrocautery. Any bleeders that are encountered in the muscle during this approach are cauterized. Rarely, the rhomboid major and serratus posterior also need to be divided in a similar manner.7 As the muscle layers are divided further, using a retractor, the scapula is retracted proximally; doing this makes it easier to cut the muscles.

When exposure of the chest wall is accomplished, the surgeon counts down the ribs to the operative level. The second rib is often the highest easily palpated rib, and the first rib is situated inside the second (Fig. 18–3B). At this stage, the lung on the operative side can be selectively deflated. When the operative level (the third rib in this case) has been confirmed and the lung has been deflated, the intercostal muscles are stripped off of the rib extraperiosteally using a periosteal elevator. A Doyen rib elevator is an excellent dissection tool to strip the muscle circumferentially from the rib while preserving the underlying intercostal nerve and vessels. When exposed, the rib can be resected using a rib cutter. The rib is cut as far posterolaterally and anteromedially as possible. This rib can be used as bone graft if desired. The remaining rib bed can be transected, and the pleural cavity can be entered; this can be done safely with the lung selectively deflated on this side. A chest spreader can be used to provide retraction for entry into the chest cavity. A second spreader can be placed at a right angle in the surrounding soft tissue to allow for maximal exposure. The lung can be protected further with a malleable retractor shielded with a sponge.

With the lung deflated, the spine can be visualized at the base of the incision. At this time, it is important to identify clearly the neurovascular structures in the area. The aorta, the spine, parietal pleura, veins, and sympathetic plexus should be recognized. The parietal pleura is incised over the desired disc space with atraumatic pickups and Metzenbaum scissors in a longitudinal fashion with the spine. This area is typically relatively avascular and a safer plane for initial dissection than the vertebral body (Fig. 18–3C). When the vertebral body is exposed, the intercostal arteries and veins are visualized, ligated, and cut appropriately. Further exposure of the adjacent vertebral bodies and intervertebral discs can be obtained by extending the incision of the pleura proximally or distally or both, but with each level, ligature of the intercostal artery and vein may be required.

Closure of the approach and incision should be performed in a stepwise fashion. The parietal pleura should be reapproximated if possible. Reinflation of the lung should be visualized before closure of the remaining ribs. A rib reapproximator can assist with closing the defect of the resected rib with nonabsorbable suture or wire in a figure-of-eight fashion. Care should be taken not to encompass the inferior neurovascular bundle. Also, the lung should be protected during closure. A chest tube drain should be placed through a separate aperture inferiorly, preferably the ninth intercostal space, and set to water seal. The wound is dressed appropriately with sterile dressings.

Thoracic Spine

Thoracotomy

A traditional thoracotomy provides access to the anterior spine from T6 to T12. In addition to these levels, further manipulation of the thoracolumbar junction of T12-L1 can be performed if the diaphragm is taken down. Access to T4 and T5 can also be accomplished, but one frequently has to elevate the scapula to do so.7 The thoracotomy provides a versatile tool for exposure of much of the thoracic spine for manipulation and instrumentation.

The indication for thoracotomy is as follows:

Operative Procedure

A double-lumen endotracheal tube with lung isolation is used.8 The patient is placed in the lateral decubitus position with the desired operative side up. Approaching from the left side may require one to manipulate the aorta and segmental vessels on the left. When possible, a right-sided approach allows more spinal surface area exposure from behind the azygos vein than behind the aorta. Exposure from T10 to T12 is more easily accomplished from the left, however, because the liver causes the diaphragm to ride higher on the right; limiting the visibility of the spine on this side.

Selective positioning can be accomplished by using a deflatable beanbag or foam-type bolster placed underneath the patient’s right torso. The surgeon should ensure that all bony prominences are well padded. An intravenous fluid bag or other soft roll can be placed just distal to the axilla to prevent pressure on the brachial plexus. The arms are abducted and the elbows are slightly flexed in a position of comfort using blankets or pillows to hold them in position (Fig. 18–4A). The hip and knee nearest the bed are slightly flexed, and the contralateral extremity is allowed to remain more extended and slightly adducted. The weight of the contralateral leg helps open the rib interspace when exposure is accomplished. The surgeon also should ensure that the head is positioned comfortably in a neutral position.

To localize the operative level, a fluoroscopic image can be obtained preoperatively before the incision. Otherwise, the desired rib level can be confirmed by counting the ribs by palpating from proximal to distal. One may also count from the 12th rib proximally. Typically, the numbered rib that is resected is considered to be two levels above the expected working area because of the oblique orientation of the ribs. When the numbered rib is identified, the incision is drawn from the posterior angle of the corresponding rib following its curvature anteriorly (Fig. 18–4B). The incision should be made through skin and subcutaneous tissue with a No. 10 blade knife. The incision is deepened with electrocautery, and any bleeders that are encountered are coagulated. Care should be taken not to injure the neurovascular bundle that runs on the undersurface of the rib.

Next, the muscles of the latissimus dorsi are identified and divided in a layered fashion in line with the incision and overlying the rib with the electrocautery. It should not be necessary to separate this muscle from the surrounding tissue. A portion of the posterior margin of the serratus anterior lies on the undersurface of the latissimus and may be divided. As the muscle is divided anteriorly, any bleeders that are encountered are cauterized. When the superficial surface of the rib is exposed, the intercostal muscles are separated from the periosteum with a periosteal elevator, such as an Alexander-Farabeuf periosteotome. Also, the undersurface of tissue is released from the rib; this can be done circumferentially with a Doyen dissector (Fig. 18–4C). Dissection should be far posteriorly and anteriorly for adequate exposure. Next, a rib cutter is used to cut the rib anteriorly at the costal junction and posteriorly at the costotransverse junction for sufficient surgical access (Fig. 18–4D). This rib can be used as bone graft if desired. The cut edges are smoothed with a rasp, and bone wax is applied if active bleeding is present.

The ipsilateral lung is selectively deflated, and the pleural cavity is entered with a pickup and Metzenbaum scissors (Fig. 18–4E). A rib spreader can be used to provide retraction for entry into the chest cavity. A second spreader can be placed at a right angle in the surrounding soft tissue to allow for maximal exposure. The lung can be protected further with a malleable retractor shielded with a sponge.

With the lung deflated, the spine can be clearly visualized. The neurovascular structures in the area are identified (Fig. 18–4F). The parietal pleura is incised over the desired disc space with atraumatic pickups and Metzenbaum scissors in a longitudinal fashion, and the pleura is retracted laterally. Care should be taken not to injure the segmental vessels, which may bleed incessantly if not tied or clipped in a controlled fashion. The vessels close to the middle of the vertebral body are dissected and ligated, and the arteries are clamped away from the aorta. If the segmental arteries are tied too close to the aorta, the tie can loosen, and bleeding can resume. A right-angle clamp is used to free the vessel, and a 2-0 tie is passed around the vessel (Fig. 18–4G). Further exposure of the adjacent vertebral bodies and intervertebral discs can be obtained by extending the incision of the pleura proximally or distally or both, but with each level ligature of the segmental vessels may be required. With adequate exposure, the disc interspace and pedicle can be identified by following the head of the rib to its base. The disc is the more prominent, white, soft structure flanking the larger recessed vertebral bodies.

Closure of the incision should be performed in a stepwise fashion. The parietal pleura should be reapproximated, and reinflation of the lung should be visualized before closure of the incision. A chest tube drain is placed through a separate aperture inferiorly, preferably the ninth intercostal space, and set to water seal. A rib reapproximator is used to assist with closing the defect of the resected rib with nonabsorbable suture or wire in a figure-of-eight fashion. The lung should be protected during closure. The wound should be dressed appropriately with sterile dressings.

Thoracolumbar Junction

Exposure of the thoracolumbar spine may be necessary to gain access to T10-L2 of the spine. The key to this approach is exposure and partial mobilization of the diaphragm and entry into the thorax and retroperitoneum.9

Indications for approaching the thoracolumbar junction include the following:

This approach may not be advantageous for patients with previous retroperitoneal surgery with suspected adhesions or severe respiratory conditions. There is also risk of injury to abdominal viscera, risk of postoperative ileus, and other risks associated with entry into the thorax. Otherwise, this approach is considered very versatile with minimal disruption of retroperitoneal structures.

Anatomy of Thoracolumbar Junction

The thoracolumbar junction constitutes the lower three thoracic and upper two lumbar vertebrae. This region is a transition zone from a stiffer and less mobile kyphotic thoracic spine to a more mobile, lordotic lumbar spine. It is this characteristic that lends this region to a higher incidence of trauma.10

When examining the thoracolumbar junction, the aorta lies to the left of midline in the lower chest, and the azygos vein, splanchnic nerves, and thoracic duct lie to the right of midline. From T10 to L2, the segmental arteries run in a horizontal direction from the posterior aortic midline. The L2-4 arteries run in a descending direction from the midline aorta and horizontally toward their corresponding vertebral body.

Understanding the orientation of the diaphragm is one of the most important concepts of this approach. This dome-shaped organ marks the junction between the thoracic and abdominal cavities. It is composed of two parts—a clover-shaped central tendon and a fleshier peripheral portion that has parietal attachments. The diaphragm attaches to L1, through the crura, and through the arcuate ligaments and four lower ribs. Anteriorly, it attaches to the six lower costal cartilages and the posterior surface of the xiphoid process. Posteriorly, it attaches to the spine via the medial arcuate ligaments, which arise from the crura, bridge the psoas muscle, and insert onto the transverse process of L1. The lateral arcuate ligament leaves the same transverse process and bridges over the quadratus lumborum to attach to the tips of the 12th rib. The left and right crura continue with the anterior longitudinal ligament to surround the aorta and the esophagus.

The psoas muscle remains in a retroperitoneal space where it attaches to the transverse process of the lumbar vertebrae before inserting into the lesser trochanter of the femur. Other structures include the ureter that runs between the peritoneum and the psoas fascia, which normally falls forward away from the operative field.

Operative Procedure

Either a left-sided or a right-sided surgical approach can be undertaken; a left-sided dissection is preferred. A left-sided approach avoids being obscured by the liver or having to mobilize the vena cava. If injured, the vena cava can bleed profusely, and the thin-walled vessel can often be difficult to suture. A right-sided approach may be necessary, however, to treat some pathology or may be the required approach in accessing the convexity in a scoliotic spine.11

A double-lumen endotracheal tube is recommended to deflate the lung selectively on the operative side. Placement of a Foley catheter and nasogastric tube may be done before positioning the patient. The patient is placed in the lateral decubitus position with the desired operative side up. The preferable position is with the left side up. If there is a break in the operative table, the operative level must be centered over this break. Positioning may be accomplished using a deflatable beanbag or foam-type bolster. The surgeon should ensure all bony prominences are well padded. An intravenous fluid bag or other soft roll is placed just distal to the axilla to prevent pressure on the brachial plexus. The arms are abducted, and the elbows are slightly flexed in a position of comfort using blankets or pillows to hold their position. The hip and knee nearest the operating table are flexed, and the contralateral extremity is allowed to remain more extended and slightly adducted. The surgeon should ensure that the head is also positioned comfortably in a neutral position on a small cushion.

The patient is secured to the operating room table with 3-inch tape over the shoulders and over the distal hip. When the patient is secured, a brief preoperative image with fluoroscopy can be obtained to ensure adequate visualization of the intended level. When visualization is satisfactory, the surgical site can be isolated with ten-ten drapes, and the skin can be sterilely draped.

The operative level is reconfirmed with a fluoroscopic image before incision. The desired rib level also can be isolated by counting the ribs; this can be accomplished by counting from the 12th rib proximally. The incision is typically made at the 9th, 10th, or 11th rib depending on the operative level and amount of exposure required (Fig. 18–5A). After the site of the incision is identified, the surgeon draws the incision from the posterior angle of the corresponding rib, following its curvature anteriorly and ending distally to the level just lateral of the pubic symphysis if needed. The curvilinear incision allows for exposure of the distal thoracic and lumbar spine. The incision should be made through skin with a No. 10 blade knife and deepened with the electrocautery. Any bleeders are coagulated as they are encountered. Care is taken not to injure the neurovascular bundle that runs on the undersurface of the rib during its exposure.

Next, the muscles of the latissimus dorsi and the external oblique muscle are identified and divided above the desired rib in a layered fashion with the electrocautery. As the muscle is divided anteriorly, any bleeders that are encountered are cauterized. The superficial surface of the rib is exposed to the costal cartilage, and the intercostal muscles are separated from the periosteum with a periosteal elevator. The release can also be performed with a Doyen dissector. Dissection should occur far posteriorly and anteriorly for adequate exposure. A rib cutter is used to cut the rib anteriorly at the costal junction and posteriorly at the costotransverse junction for sufficient surgical access. The rib bed is left intact at this junction of the exposure. This rib can be used as bone graft if desired (Fig. 18–5B). The cut edges are smoothed with a rasp, and bone wax is applied if actively bleeding.

The ipsilateral lung is selectively deflated, and the pleura is identified; this can be accomplished by splitting the undersurface of the costal cartilage anteriorly. Care is taken to avoid injuring the pleura. The retroperitoneal space is entered through the cartilaginous portion of the rib with blunt dissection (Fig. 18–5C). If resecting the 12th rib, the diaphragm attaches to it superiorly and the transverse abdominis muscle inferiorly. Retracing the diaphragm proximal and the abdominal muscle distal allows entrance into the retroperitoneum. The peritoneum should be swept off the abdominal muscles and diaphragm (Fig. 18–5D). The peritoneum occasionally extends to the tip of the 11th rib, but it usually extends to the mid-portion of the 12th rib. The surgeon can use a sponge gauze wrapped on his or her fingertip or a sponge stick to sweep off the peritoneum.

The internal and external oblique and transversus abdominis muscles are incised in a layered fashion as needed for exposure. With the pleura dissected, the rib bed can be opened with scissors. A rib spreader can be used to provide retraction for entry into the chest cavity. A second spreader can be placed at a right angle in the surrounding soft tissue to allow for maximal exposure. The lung is protected further with a malleable retractor shielded with a sponge (Fig. 18–5E).

When exposure into the thoracoabdominal cavity has been achieved, the peritoneum should be bluntly swept off the psoas muscle and the undersurface of the diaphragm to expose the retroperitoneal space further. This allows the diaphragm to be clearly visualized for release. The diaphragm is incised from the inside chest wall for a circumferential release (Fig. 18–5F). A 1-cm cuff of muscle must be left for later reapproximation during closure. It is beneficial to tag the ends of the muscle and diaphragm for anatomic positioning during the repair. The crus of the diaphragm may need to be taken down from L1 to L2 for further exposure; this allows access to vertebral bodies T12-L1.

In the thoracic spine, the parietal pleura is opened in the usual fashion to expose the vertebral body. The intercostal vessels are tied and ligated before mobilizing the major vessels for access to the vertebral bodies. The vessels should be tied at least 1 cm from the intervertebral foramen. The sympathetic plexus should be avoided when exposing the intercostal vessels. In the lumbar spine, if the psoas muscle needs to be mobilized, this should be done subperiosteally to prevent any injury to the lumbar roots. Any bleeding that may occur with electrocautery must be controlled.

Closure should be performed in a layered fashion. An appropriately sized chest tube is placed. The diaphragm should be reapproximated and repaired with nonabsorbable sutures. The pleura over the spine and rib head should be closed if possible. The intra-abdominal muscles should be closed in a layered fashion, and the lung should be visualized while reinflated. A malleable retractor is used to protect the viscera while repairing the muscles. The surgeon needs to pay close attention to the junction of the diaphragm and abdominal muscles. Lack of appropriate closure risks the development of a hernia. Finally, the skin is closed with suture or staples, and sterile dressings are applied.

Additional Anterior Approaches

Endoscopic Approach to Anterior Thoracic Spine

Endoscopic approaches to the thorax have been used to treat many pathologic conditions in the chest and mediastinum.12 Thoracoscopic techniques have been used to perform anterior decompression, reconstruction, and instrumentation of the entire thoracic spine and its junction. This alternative to traditional open techniques has been shown to reduce postoperative pain, improve recovery time, and minimize some associated complications of open procedures.13,14 Over several decades, many surgeons have attempted to improve and expand the use of video-assisted thoracoscopic surgery (VATS), also known as thoracoscopic surgery. Mack, Regan, Rosenthal, and colleagues were the first to report the application of VATS principles to an anterior approach to the thoracic and lumbar spine.15 Since then, numerous authors have described their experiences with video-assisted spine surgery for various operative indications, including treatment of fractures, correction of deformity, and decompression.

Advantages of VATS for spine procedures are as follows:

Surgical Procedure

Intraoperative monitoring for thoracic procedures may be used, including an arterial pressure catheter, pulse oximeter, and end-tidal carbon dioxide measurement. Neurologic monitoring may be beneficial to monitor patients undergoing spinal deformity correction or corpectomy. A thoracic surgeon should be available in the event of any vascular complication or need to convert to an open thoracotomy procedure.

The patient should be positioned in a similar manner as for an open thoracotomy. The patient is placed in a lateral decubitus position on a beanbag with the table flexed maximally to widen the intercostal spaces. General endotracheal anesthesia should be administered with the use of a double-lumen or Univent tube to allow selective ventilation of the contralateral lung. Collapse of the ipsilateral lung allows clearer visualization of the operative field. After positioning the patient, the surgeon needs to ensure the patient is appropriately secured to the operative table and that all bony prominences are well padded. Securing the patient allows the surgeon to rotate or maneuver the table for more comfortable instrument positioning and to use gravity for better visualization of the operative field as the lung falls forward; this can be accomplished by rolling the patient forward by 10 to 15 degrees.

Mark the portal positions and check with intraoperative imaging to ensure they are in accordance to the desired operative level. These portals are placed in a manner to triangulate directly over the level of the pathology. There are numerous portal configurations ranging from T-shaped to L-shaped.7 Typically, two to three working portals are used, and two others are used for instrumentation (Fig. 18–6A and B). One portal may be placed directly over the pathology posterior to the midaxillary line. Another portal is placed two levels superiorly at the midaxillary line, and one is placed at the level of pathology or more distal. The fourth portal may be placed anterior to the midaxillary line also near the operative level.

A 1-inch oblique incision is made into the skin with the ipsilateral lung deflated. An anterosuperior portal is typically placed to minimize injury of the diaphragm. Sharp dissection is performed down to the intercostal muscles. The fascia may be taken down with electrocautery. The chest cavity is entered with a blunt clamp or thoracoscopic introducer. The surgeon should enter on the superior surface of the rib to protect the intercostal neurovascular bundle.

A 10-mm, 30-degree angled rigid telescope is placed through a 10-mm trocar. A 0-degree end-viewing scope and a 30-degree scope are used for direct vision of the intervertebral disc space to avoid impeding surgical instrumentation or obscuring the operative field. Subsequent portals should be placed under direct thoracoscopic visualization. The portals are used for placement of surgical instruments. The patient is rotated anteriorly 10 to 15 degrees and placed in a Trendelenburg position for the lower thoracic spine or reverse Trendelenburg for the upper thoracic spine. The lung usually falls away from the operative field when completely collapsed, obviating the need for retraction instruments. Otherwise, a fan retractor can be used to retract the lung further.

In contrast to other VATS procedures in which the surgeon and assistant are positioned on opposite sides of the operating table, the surgeon and assistant for spine surgery are positioned on the anterior side of the patient viewing a monitor on the opposite side. In addition, the camera and the viewing field are rotated 90 degrees from the standard VATS approach so that the spine is viewed horizontally.

An initial exploratory thoracoscopy is performed to determine the correct spinal level for operative intervention. If any pleural adhesions are encountered, these can be taken down with monopolar cautery scissors. The ribs are counted by “palpation” with a blunt grasping instrument. When the target level has been defined, a 20-gauge long needle or Kirschner wire is placed percutaneously into the disc space from the lateral aspect and confirmed radiographically.

When the correct level is determined, the parietal pleura is incised over the rib head with cautery and monopolar scissors. The edge of the pleura is grasped, and the incision is extended cephalad and caudad with a hook dissector to expose the desired levels. Care is taken not to injure the segmental vessels as exposure proceeds. If a discectomy is planned, exposure of the adjacent vertebral bodies may be sufficient without the need to ligate the segmental vessels. If more extensive exposure is necessary, the segmental vessels need to be clipped and ligated.

The rib head is exposed and mobilized by dividing the costovertebral ligaments. Division of the rib is done 2 to 3 cm from the spine with the use of a Kerrison rib cutter or high-speed drill. The disc space, pedicle, and posterior margins of the vertebral body are revealed after the rib head is removed. Further exposure of the exiting nerve root and orientation of the spinal canal are accomplished by resecting the pedicle and superior vertebra.

After completion of the intended thoracoscopic procedure, the surgeon should recheck to ensure adequate hemostasis is present. Any visceral pleural tears should be repaired using standard thoracoscopic methods. The wound is irrigated copiously, and a chest tube is placed through the most caudad trocar site with the tip near the apex. The lung is allowed to expand under direct vision to ensure all segments reinflate appropriately. All trocar sites are closed with absorbable 2-0 sutures for the fascia and staples for the skin. The chest tube is secured with 2-0 silk and placed to underwater seal and suction.

Postoperative x-rays are obtained to ensure re-expansion of the lung, and serial x-rays are done each day until it is determined this follow-up imaging can be discontinued. Typically, this occurs when drainage is less than 150 mL in a 24-hour period and no air leak has been present.

Anatomy of Thoracic Spine

The thoracic spine is the largest part of the spinal column. It consists of 12 vertebral bodies, which diminish in size from T1 to T3 and increase in size to T12, with intervening intervertebral discs.16 The spinous processes of the posterior thoracic spine can often be palpated in most individuals despite their posteroinferior angulations. As one follows their projection from inferior to superior, the tip of the spinous process overlays the vertebral body that precedes it. At the midline, a layer of subcutaneous fat separates the skin from the thoracic fascia and supraspinous ligament. Deep to this fat on either side of midline are the muscles of the thoracolumbar spine.

The muscles can be grouped into three layers: superficial, intermediate, and deep layer (Fig. 18–7A). These layers are not distinct during the exposure, but grouping them in this manner helps to visualize their arrangement around the osseoligamentous spine. In the superficial layer, mooring muscles are located that attach the upper extremity to the spine. This layer contains the trapezius and the latissimus dorsi muscle. Deeper to this are the rhomboid major and minor muscles.17 The intermediate layer contains the serratus posterior inferior and superior muscles. These smaller muscles attach from the midline of the spinous process to the middle of the inferiormost and superiormost ribs. Deeper still is the last layer, which houses the erector spinae muscle column (Fig. 18–7B). These muscles, which consist of the semispinalis, multifidus, and rotator muscles, have an investing fascia whose dorsal layer constitutes the thoracolumbar fascia. This fascia becomes continuous with the aponeurosis of the transverse abdominis muscle.7

image image

FIGURE 18–7 A, Muscles of thoracic spine. B, Intermediate and deep muscles of thoracic spine.

(B, From An HS: Principles and Techniques of Thoracic Surgery. Baltimore, Williams & Wilkins, 1998.)

Dissection in the posterior spine typically occurs through an area that minimizes risk to nerves innervating the muscles. Peripheral nerves innervate the trapezius, latissimus, and rhomboids. Dissection in the midline avoids the spinal accessory and thoracodorsal muscles and C5 nerve that innervates these muscles. The same applies to the intermediate muscles, which are innervated by the anterior primary rami, and the muscles of the deep layer, which are innervated by the posterior rami of the thoracic nerves. Even the facet joints are covered by the dorsal branches of the nerve roots as they exit the neural foramina.

The ribs and facets of the thoracic spine help provide stability to the region. Care must be taken to recognize and respect their relationship to the surrounding soft tissue and exiting nerve roots. It is relatively easy to identify the C7 and T1 spinous processes with simple palpation. These two landmarks are usually the largest processes in the cervicothoracic junction. Distally, the gluteal cleft should be inline with the large L5 spinous process if there is no deformity. If there is no significant scoliosis or other deformity within the thoracic or lumbar spine, other spinous processes should fall underneath a line intersecting these two points. Because the thoracic spine is smaller than the lumbar spine and has more variability in its anatomy from proximal to distal, surgical planning is imperative, especially in the face of any associated misalignment disorder. On either side of the spinous processes, the lamina forms the dorsal roof of the spinal canal.

The ligaments of the spine from superficial to deep include the supraspinous ligament, interspinous ligament, ligamentum flavum, facet capsule, posterior longitudinal ligament, and anterior longitudinal ligament (Fig. 18–8). The supraspinous ligament attaches the tips of the spinous processes. The interspinous ligament attaches to the adjacent spinous processes with the fibers running in an oblique fashion. The ligamentum flavum inserts on the top of each inferior lamina and to the undersurface of each cephalad lamina. This is the strongest and most well developed of the spinous ligaments and functions to maintain extension of adjacent vertebrae. The posterior longitudinal ligament traverses the dorsal aspect of the vertebral bodies and intervertebral disc spaces, whereas the anterior longitudinal ligament runs on the ventral surface.

image

FIGURE 18–8 Ligaments of thoracic spine.

(From An HS: Principles and Techniques of Thoracic Surgery. Baltimore, Williams & Wilkins, 1998.)

The par interarticularis emerges where the inferior and superior facets meet. In most instances, the pars should be preserved during surgery unless fusion is preplanned.

The facet joints are uniquely oriented throughout the thoracic spine. The superior facet of T1 is similar to the cervical facet in its orientation. It faces up and back, whereas the inferior facet faces down and forward. Moving from T2 to T11, this orientation changes slightly. The superior facet begins to face up, back, and slightly lateral; the inferior facet faces down, forward, and more medial. This shift in orientation allows the thoracic spine the ability to rotate a bit more.

At the base of each facet is the pedicle of each vertebral body (Fig. 18–9A). Pedicle morphometry has been extensively studied and characterized by numerous authors in the past.1823 With the development of more powerful reduction tools and robust fixation devices, pedicle screw fixation in the thoracic spine is becoming more and more popular as a method of instrumentation.21,24,25 A clear understanding of pedicle anatomy is essential for successful instrumentation at this level.26 The sagittal and axial angulation changes relatively reliably with each subsequent thoracic level (Fig. 18–9B and C).27 The pedicles are typically angled in a posterior lateral fashion from their respective vertebrae. As one moves distally from T1 to T12, the medial angulation of the pedicle decreases, however. The superoinferior pedicle diameter is consistently larger than the mediolateral pedicle diameter.18 Of all the thoracic pedicles, the T4 pedicle is usually the narrowest. The pedicle wall is also two to three times thicker medially than laterally.18

image image image

FIGURE 18–9 A, Osseous structure of thoracic spine and thoracic vertebra. B, Transverse pedicle angles found in five different studies. C, Sagittal pedicle angles found in five different studies.

(A, From Netter FH: Atlas of Human Anatomy, 2nd ed. 1998; B and C, from McCormack BM, Benzel EC, Adams MS, et al: Anatomy of the thoracic pedicle. Neurosurgery 37:303-308, 1995.)

The thoracic facets arise from above and below the pedicle. The superior facet has its articular surface on the dorsal aspect, whereas the inferior facet has its articular orientation on the ventral aspect. Generally, the thoracic facets are oriented in a more coronal direction. As one moves from the thoracic to the lumbar spine, the facets change from a coronal to a more sagittal orientation.

The thoracic ribs articulate with the vertebral bodies beginning with T1 via a costal facet. The first rib articulates with the vertebral body of only T1. Ribs 1 through 7 also intersect the sternum and are classified as true ribs. Ribs 8 through 10 connect through costal cartilage to the rib above and are termed false ribs. Ribs 11 and 12 are classified as floating ribs because they do not attach to either the sternum or the costal cartilage, only their corresponding vertebral bodies.16 The other rib heads overlie adjoining intervertebral disc space via two types of articulations. The costovertebral articulation is between the head of the rib and the vertebral body (Fig. 18–10). The articular capsule, radiate ligament, and intra-articular ligaments stabilize this articulation. The costotransverse articulation is between the neck and the tubercle of the rib and the transverse process. The superior and lateral costotransverse ligaments stabilize this junction. The T11 and T12 transverse processes do not articulate with their ribs.

image

FIGURE 18–10 Costovertebral articulations.

(From Netter FH: Atlas of Human Anatomy, 2nd ed. 1998.)

The transverse process is at the junction of the facet and the par interarticularis. The nerve roots are anterior and superior to the transverse process, whereas the branches of the dorsal rami are found anteroinferiorly.7 The nerve roots run immediately ventral to the transverse process of the next lower spinal level. An intertransverse aponeurosis bridges between adjacent processes, and if dissection remains dorsal to this aponeurosis, the nerve roots remain relatively safe and protected.

Posterior Approaches to Thoracic Spine

The posterior approach to the thoracic spine is the workhorse of most spine surgeons. It is a versatile approach that allows access to the osseoligamentous portions of the posterior spine to treat various conditions that affect this area. The posterior approach can be used for managing trauma, accessing neoplasms, correcting deformity, and eradicating infection. Knowledge of this approach and the anatomy allows the surgeon to address pathologies of the posterior spine comfortably.

Posterior Approach for Decompressive Laminectomy

Dorsal decompressive laminectomy can sometimes be indicated and advantageous in treating pathology in the thoracic spine. The exposure of the spine is typically very direct and avoids any major neurovascular structures. Laminectomy is often performed to decompress the thoracic spine and allow additional space for the spinal cord, but surgeons should be careful in using this approach alone in patients whose stability in this region may be compromised. The approach involves stripping the soft tissue of the posterior elements, which normally act as a tension band on the spine, off the osseous structures. Patients who have perioperative instability or anterior column incompetence may not benefit from isolated posterior thoracic decompression because of risk of secondary kyphosis.28 Additional augmented stability may be necessary, such as fusion with or without instrumentation.

Indications for laminectomy include the following:

From the time when laminectomy was first described by Smith in 182829 to its promotion by Hibb and Albee in the early 1900s and its use today, this surgical procedure has been used for a wide variety of applications. It provides access to the spinal canal for posterior decompression, posterior fusion, thoracic discectomy, access to intradural lesions, and stabilization procedures.30 The relative contraindications for each case and the surgeon’s expertise should be carefully reviewed with each preoperative plan.

Preoperative images should be reviewed and made available for the case before proceeding. Choice of anesthesia depends on the patient’s comorbidities, the preference of the treating surgeon, and experience of the anesthesiologist. Most patients receive a general anesthetic at the start of the case.

After anesthesia is administered, the patient is positioned in a prone position on the Jackson frame or on chest rolls on the operative table. It is important to provide sufficient space for the abdomen to prevent venous engorgement of the epidural venous plexus. Doing so minimizes excessive bleeding; aids with exposure; and minimizes use of electrocautery, which may place the surrounding nerve roots at risk for injury.

The surgeon should determine the levels to be decompressed and plan for sufficient exposure of the thoracic spine by isolating the region with ten-ten drapes before preparing the skin. Surface landmarks of the thoracic spine that can reasonably be palpated include the C7 spinous process and T7 spinous process, which typically lies at the inferior margin of the scapula. Intraoperative imaging can also be obtained before the incision to confirm the location of the operative level.

After localizing the area to be treated, a longitudinal line is drawn directly over the spinous processes of the levels desired. It is reasonable to extend the incision up to one level proximal and distal to obtain adequate exposure. The initial incision should be made with a No. 10 knife. The incision is deepened through the subcutaneous tissue with electrocautery, and any bleeders that are encountered along the way are coagulated. Care is taken not to devascularize the skin during the approach; otherwise, there is a risk of wound healing challenges.

After cutting through the subcutaneous tissue, the muscles of the back are encountered. The muscles are separated subperiosteally from either side of the spinous process and retracted laterally. The trapezius and rhomboid muscle aponeurosis is located in the upper thoracic spine, and the latissimus dorsi is located in the lower thoracic spine. Deeper still, the intrinsic muscles of the erector spinae and the transversospinal group are separated subperiosteally from the spinous processes and laminae.31 Staying subperiosteal helps to minimize bleeding.

Self-retaining retractors are used to hold the paraspinal muscle aside during the exposure. Care is taken not to dissect deep to the ribs or too far lateral to the pars, or there is risk of injuring the pleura. The facet joint is exposed without stripping the capsule, unless fusion is planned at the operative levels. Also, care is taken not to injure the neurovascular bundle that runs on the undersurface of the ribs.

When adequate exposure of the laminae is obtained, the formal laminectomy can be started. This can be accomplished by one of several ways. A high-speed bur or drill can be used to create a trough bilaterally at the junction of the lamina and facet. When thinned, a small or medium Kerrison rongeur should be used to complete the laminectomy (Fig. 18–11). The ligamentum flavum on the undersurface should also be cut sharply with the rongeur with complete visualization of the dura to keep it protected. Further decompression should be performed where appropriate by removing the facet or pedicle without destabilizing the spine.

Closure of the wound should be performed in a sequential fashion. The surgeon should ensure that hemostasis is obtained and that there is no evidence of cerebrospinal fluid leak. Any bleeder should be controlled with electrocautery, and thrombin-soaked absorbable gelatin sponge (Gelfoam) should be used if bony bleeding is noted from the laminectomy site. An epidural drain can be used for a few days postoperatively to limit the buildup of epidural fluid. The aponeurosis of the paraspinal muscles should be reapproximated with absorbable suture, and the subcutaneous skin and tissue should be brought together. The surgeon staples the skin or uses a running Monocryl suture and applies sterile dressings to the incision.

Transpedicular Approach

The transpedicular approach of thoracic decompression is often used to debulk tumors, to treat herniated soft discs, or mainly to decompress the associated nerve root. Symptomatic thoracic discs occur in about 1% of patients requiring an operation. Wood and colleagues32 prospectively followed 20 patients with 48 thoracic disc herniations and performed serial magnetic resonance imaging (MRI) and clinical follow-up examinations. All patients remained asymptomatic during a median follow-up of 26 months. Most protruding discs occur below T8, and a common patient presentation is pain.9 About one third of patients complain of radiating pain in the distribution of the intercostal nerve, but paracentral and central disc protrusion causes compression of the spinal cord and clinical symptoms of myelopathy.

Multiple surgical approaches have been proposed over several decades to treat these rare lesions in this area of the spine. In 1978, Patterson and Arbit33 first published the posterior transpedicular approach to treatment of herniated thoracic discs, and it has gained acceptance as a reasonable way to access other pathology in the area. This approach evolved as other proposed procedures were discovered to have disappointing results and especially risked injury to the spinal cord.32,34,35

In approaching a lesion using the transpedicular approach, the patient is intubated and placed in a supine position on the Jackson table or a radiolucent table on chest supporters. The desired area to be treated is prepared and draped in a sterile fashion. An image intensifier may be used to localize the area that is to be treated before incision, or one may estimate by counting ribs.

When the level is established, an incision is made midline over the spinous process with a No. 10 blade knife. Subperiosteal dissection is continued laterally underneath the paraspinal muscles until one has exposed the laminae and facet joint. Patterson and Arbit33 described a unilateral approach. Either a unilateral or a bilateral transpedicular approach can be accomplished depending on the goals of treatment. A unilateral approach may be less destabilizing to the spine but limits exposure to the posterolateral aspect of the vertebral body. A bilateral approach may allow one to perform almost a complete discectomy or even vertebrectomy.

Next, the thoracic pedicle overlying the disc herniations or level to be treated is identified. The caudal pedicle is just adjacent to the intervertebral discs (i.e., the T9-10 disc is next to the T10 pedicle.). Removal of the superior and inferior facets may allow better exposure of the intended pedicle; this may be accomplished with a bur or a rongeur. It may be necessary to remove the facets, costovertebral joint, and pars completely if a vertebrectomy is intended and an interbody graft is going to be placed.

The surgeon enters and removes the cancellous, central portion of the pedicle with a high-speed bur. An image intensifier helps one reach the appropriate depth and stop short of the vertebral body. When the depth of the resection is established, the cortical bone adjacent to the spinal canal medially and superiorly is removed using small down-biting curets. The lateral and inferior portions of the pedicle do not need to be violated. The fasciae of the psoas and the quadratus lumborum muscles make up the lateral borders of this approach. Disc material is removed through this opening, and care is taken not to injure the cord or nerve roots during this process (Fig. 18–12).

Performing a laminectomy before this stage allows for clear identification of the exiting nerve root before removing the pedicle. The lateral disc space is incised, and a large cavity is created in the disc space by using curets and pituitary rongeurs, working in a lateral-to-medial direction beneath the spinal dura. The disc fragments causing cord compression can be removed using down-biting curets. When decompression of the ventral surface of the cord is accomplished through either simple discectomy or partial vertebrectomy, additional space for the cord can be created by performing a standard laminectomy if desired.

Costotransversectomy

Costotransversectomy can be performed in either a prone position or with a classic posterolateral approach. In 1984, Menard provided the first known description of costotransversectomy in the treatment of a spinal abscess.36 This surgical procedure was traditionally performed to drain tuberculosis abscesses while avoiding the major risks associated with an anterior surgery. The utility of this procedure to treat other conditions of the posterior thoracic spine has grown as other surgeons have modified and expanded on the original technique over the years. The costotransversectomy approach has also been used for excising disc herniations, removing nonincarcerated hemivertebra, and accessing intraspinal lesions. Other authors have gone a step further and used this approach to treat congenital and acquired kyphoscoliosis.36

Generally, costotransversectomy allows access to the posterior vertebral body, intervertebral disc, anterior and lateral epidural space, and intervertebral foramen. One shortfall of this approach is that the surgeon has a limited view of the anterior spinal canal. It is frequently better tolerated, however, than a formal thoracotomy in patients with high morbidity and allows for exposure of the entire length of the spine.

Indications for costotransversectomy include the following:

Anesthesia is administered to the patient before positioning. Traditionally, the patient is placed in a prone position on the Jackson frame or on chest rolls on the operative table. The patient may also be placed in a semiprone or modified lateral decubitus position if desired. When positioning, the surgeon should double check and ensure that all bony prominences are well padded and if in a lateral position that the axilla is padded distally and leaving sufficient clearance.

The patient is prepared and draped widely to allow sufficient exposure of the rib cage laterally. It may be helpful to determine the operative level of the incision with preoperative imaging. Alternatively, one can count the ribs from distal to proximal to isolate the level desired. The head of the rib articulates with the intervertebral cavity formed by adjacent vertebrae. The fifth rib articulates with the T4-5 disc space. Identification of the level of interest is essential before the start of the procedure. The location of the patient’s midline is reconfirmed by palpating the spinous processes.

Various locations of incisions have been described in the past. A median or paramedian incision may be made straight or curved centered over the desired vertebral level. Traditionally, a curvilinear incision about 8 cm lateral to the intended spinous process and 10 to 13 cm long has been used (Fig. 18–13).17 After the skin incision is made with a knife, the incision is deepened through the superficial and deep fascia to the muscle of the trapezius or latissimus dorsi if at lower thoracic levels. The surgeon transects through the fibers of the trapezius close to the transverse processes of the ribs. The remaining muscles are taken down off the rib of interest in a parallel fashion. The exposure can be widened by dissecting the rib just superior to the one of interest. The muscle attachments are carefully detached from the desired rib with a periosteal elevator (Fig. 18–14A). Also, any muscle attachment is dissected from the transverse process and lamina to provide clear exposure of the operative level (Fig. 18–14B).

The rib and its arthrodial junction can now be disarticulated (Fig. 18–14C). The lateral division can be accomplished 6 to 8 cm from midline; this depends on the extent of pathology that needs to be addressed. Care should be taken not to injure the neurovascular bundle during resection. Identification of the nerve to its dural sleeve in the intervertebral foramen may aid in its safe retraction and allow one to locate the spinal cord reliably. After lateral division, the rib is lifted out of its periosteal bed and disarticulated from the costotransverse process. This bone can be saved for bone graft and used for fusion if appropriate. When cleared of any muscle, the transverse process may also be resected at its junction with the lamina and pedicle.

Next, the lateral pedicle is identified, and the neurovascular bundle is protected with further dissection. The surgeon subperiosteally dissects along the pedicle and upper and lower vertebral body to separate the pleura from the vertebral wall (Fig. 18–14D). By now, the site of the abscess for irrigation, if present, may have been encountered. Further exposure can be obtained by taking down the pedicle or resecting the facets. If the surgeon intends to dissect to the front of the spine to address fractures or perform a biopsy, he or she must take care to elevate the prevertebral fascia.

Lateral Extracavitary Approach

In 1976, Larson and colleagues at the Medical College of Wisconsin expanded on the work of Menard and Capener in the treatment of Pott disease.37 The lateral extracavitary approach allows for simultaneous exposure of posterior elements of the spine and anterior vertebral body and builds on the success of other approaches, such as costotransversectomy, to gain better access to the ventral thecal sac. This approach has evolved since its inception, and its use has expanded beyond treating just vertebral osteomyelitis and Pott disease. Today, the lateral extracavitary approach is used for various applications, including access to vertebral body tumors, treatment of infections, intraspinous decompression of neural lesions, and treatment of thoracic disc disease. Access can be obtained from C7 down to the thoracolumbar junction. It avoids thoracotomy and laparotomy and many of their associated complications.

Indications for the lateral extracavitary approach include the following:

The patient is placed in a prone position on a Jackson frame or other radiolucent table with chest bolsters to allow the abdomen to hang freely. The surgeon should ensure the patient is secured appropriately to the bed. With the patient appropriately secured, the surgeon can safely rotate the bed slightly to the contralateral side and facilitate exposure of the ventral thecal sac across the midline. Care should be taken to ensure that the head is resting comfortably in the head rest and no pressure is placed on the orbits of the eyes. The anesthesiologist often confirms that the endotracheal tube (if general anesthesia is used) is well secured but also not encroaching on the corners of the mouth. The arms are placed in a position of comfort and are well padded.

Fluoroscopy or intraoperative x-ray may be used to isolate the level to be treated. This area should be widely draped and sufficient space should be allowed in case a thoracotomy becomes necessary during the case. The skin is prepared in the usual sterile manner.

A midline incision over the spinous processes centered over the operative level of interest can be employed. This incision and approach are similar to costotransversectomy. The skin incision is made with a No. 10 blade knife and deepened through the superficial and deep fascia to the muscle of the trapezius and latissimus dorsi if one is at the lower thoracic levels. This incision can also be extended laterally by 8 cm to the operative side if a wider exposure is needed, resulting in a hockey stick–type incision. Next, transection is through the fibers of the trapezius close to the transverse processes of the ribs. A plane is developed to expose the lateral edge of the paraspinal muscles. Self-retaining retractors are useful in maintaining good exposure throughout the approach. The underlying erector spinae muscles are dissected in a subperiosteal fashion off the transverse process and reflected medially. The ribs are identified and stripped of any muscle attachments subperiosteally as well as in a circumferential fashion. This can be done with a Doyen rib dissector.

The exposure can be widened by dissecting the rib just superior to the level of interest. This widening may be necessary if the surgeon intends on performing more extensive work than just a discectomy. Any muscle attachment is dissected from the transverse process and lamina to provide clear exposure of the operative level.

After exposure, the transverse process, rib head, and costotransverse ligaments are identified and divided. Resection of the transverse process is accomplished, and removal of the targeted rib is completed. With the lateral extracavitary approach, a larger section (≤12 cm) of rib is resected, which allows a wider view of the ventral thecal sac. The lateral section of the rib is cut with a rib cutter, and the medial articulation is disarticulated from its vertebral body and costal attachments. Care must be taken not to damage the pleural lining as the ventral vertebral body is approached.

With the rib resected and the transverse process removed, the neurovascular bundle can be followed to the neuroforamen. The pedicle is encountered here and can be removed with a rongeur or a high-speed drill. Care should be taken not to injure the thecal sac while in close proximity with the drill.

When the posterolateral structures of the transverse process and pedicle have been removed, exposure should be adequate enough for discectomy (Fig. 18–15). The posterior vertebral body can be taken down with curets, a drill, or a pituitary rongeur. Further exposure can be developed toward the midline by decompressing the vertebral body. If this decompression is undertaken, a thin layer of cortical bone just ventral to the thecal sac should be maintained to protect the canal contents. This layer can be taken down in a controlled fashion after the remaining anterior cortical and cancellous bone has been decompressed. Corpectomy can proceed from the ipsilateral side of the vertebral body to the extent of the contralateral pedicle. The corpectomy may be facilitated by rotating the secured patient away from the surgeon 20 to 30 degrees.

After exposure of the posterior and ventral surfaces, stabilization can be accomplished with the use of autograft or other interbody device. If may be helpful to verify placement with intraoperative fluoroscopy. Pedicle screw instrumentation of adjacent segments may also be done through a separate fascial incision. With decompression completed, closure should be performed in a sequential fashion. A deep or subcutaneous drain can be placed, and any pleural breaches should be repaired. If the breach is significant, chest tube placement may be necessary.38 If a chest tube is placed, a postoperative chest x-ray should be obtained to confirm its placement and track its function.

Although this procedure provides excellent exposure of the thecal sac, it can be technically demanding. This approach may have significant operative blood loss, and the surgeon should be prepared for intraoperative transfusion or use of a Cell Saver during the case. The operative time may also be extensive and use of a warmer may be beneficial to the patient.

Summary

There are numerous posterior approaches to the thoracic spine. Many of these approaches have been refined and their use expanded on from the original pioneering authors. With each procedure, there are inherent risks and cautions that should be recognized and acknowledged. As medicine advances and new techniques are presented, users of these new techniques should always ensure that they understand the human anatomy and always put patient safety first.

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