Unloading the Patellofemoral Joint for Cartilage Lesions

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Chapter 13 Unloading the Patellofemoral Joint for Cartilage Lesions

Introduction

Successful outcomes in patellofemoral cartilage restoration procedures rest on the need to unload the patellofemoral joint. Initial patellofemoral cartilaginous procedures were predisposed to failure because of overload of the patellofemoral compartment or failure to address patellar malalignment. Malalignment is defined as abnormal tilt and or subluxation of the patella,1 and distal realignment (i.e., tibial tubercle osteotomy) is the most definitive method of either realigning a subluxated/tilted patella or offloading the patellofemoral compartment.

Anteromedialization of the tibial tubercle addresses patellar malalignment, patellar arthritis, or is used in conjunction with cartilage restoration procedures. The original technique, as described by Dr. Fulkerson in 1983,2 has been shown in long-term studies to provide long-term relief from instability and patellofemoral pain.3 The idea behind the osteotomy is to alleviate stress from the distal and lateral portions of the patella and trochlea to the proximal and medial patellar articular cartilage.2,47 By changing the angle of the osteotomy cut, one can customize the procedure to include more medialization for instability cases or more anteriorization for cartilaginous unloading guidelines. Typically, in most procedures done for cartilage restoration, there is some evidence of patellar malalignment, so a combination of both medialization and anteriorization is chosen.

Indications/Contraindications

Indications for anteromedialization of the tibial tubercle include patellofemoral pain with either lateral or distal patellar arthrosis or lateral subluxation/dislocation of the patella. Other indications include a failed lateral release8 and cartilage restoration procedures that need offloading of the newly regenerated or implanted cartilage cells. The ideal candidate is a patient with lateral patellar tilt (or subluxation) with grade III or IV articular cartilage degeneration localized to the lateral patellar or distal medial patellar facets. Not only should the patient be deemed psychologically mature to undergo the surgical procedure, but he or she should also have failed a course nonoperative management consisting of patellar taping, lateral retinacular mobilization, stretching of the extensor mechanism, bracing, and nonsteroidal anti-inflammatory medication.1,2,7

Contraindications to the procedure include no malalignment (except in unloading the patellofemoral joint in cartilage procedures), diffuse patellar articular cartilage disease, occult medial subluxation, tilt with no subluxation, mild articular cartilage changes (i.e., grade I or grade II) that would be best treated with an isolated lateral retinacular release, rheumatoid arthritis, bleeding disorders, a history of deep venous thrombosis, and complex regional pain syndrome. Proper patient selection is also important to the success of the procedure, and obesity was found to be the leading cause of tibial metaphyseal fractures or stress fractures in the postoperative period.

The benefits of the osteotomy include a long, flat, oblique cut that maximizes surface area to promote bony healing and allow screw fixation; the angle of the osteotomy cut can be adjusted to allow for more medialization or anteriorization, depending on the goals of the surgery; and the distal taper of the osteotomy minimizes the risk to the tibial metaphyseal bone and decreases the risk of iatrogenic fracture.

Preoperative Planning

Imaging Studies

Imaging studies should start with a complete set of knee x-rays consisting of bilateral anterior-posterior (AP) standing views, bilateral posterior-anterior (PA) 45 degrees; flexed views, a lateral view with the knee in 30 degrees; of knee flexion, and a Merchant view.9

The Merchant view is needed rather than the skyline view because as the knee is hyperflexed in the skyline view, the patella is captured by the bony anatomy of the trochlea, and subtle variations of patellar tilt or subluxation are lost at knee angles greater than 30 degrees;.1

The Merchant view allows the evaluation of patellar tilt (patellofemoral angle of Laurin),10 trochlear dysplasia, and patellar subluxation (congruence angle)9 (Fig. 13-1, A–C). The lateral view allows the evaluation of patellar joint space, trochlear dysplasia, patellar alta/baja, and patellar tilt (Fig. 13-2, A–B). One can also use MRI or CT scans to measure similar angles of patellar subluxation and tilt.3,1116

Another important measurement for malalignment of the extensor mechanism is the tibial tubercle-trochlear groove (TT-TG) measurement (Fig. 13-3). This relates how far lateral the tibial tubercle is in relation to the central portion of the trochlea.17 Normal TT-TG values are less than 10 mm, and grossly abnormal values are between 18 to 20 mm. The TT-TG can be easily measured on CT or MRI scans and should be thought of as a guide as to how far to move the tubercle during the osteotomy procedure. The final amount of anteromedialization is based on the intraoperative assessment of patellar stability.

Surgical Technique

Deep Dissection

The medial border of the patellar tendon is identified at the level of the tibial tubercle, and a hemostat is placed behind the patellar tendon. This ensures that the tendon has been freed from the proximal tibia but is still attached to the tibial tubercle (Fig. 13-7). Occasionally there is scar tissue tethering the distal pole of the patella to the fat pad. This should be released, as it could potentially prevent the proper anteromedialization of the patella.

The anterior tibial muscular compartment is subperiosteally taken off of the lateral border of the tibia using electrocautery, leaving a small cuff of the fascia of the muscular compartment still attached to the tibial crest for later reattachment of the muscle.

The anterior tibial muscle is taken proximally off of Gerdy’s tubercle, and distally it is extended for approximately 4 cm past the tibial tubercle (i.e., enough to fit the osteotomy guide in place).

Posteriorly, the muscle is freed down to the posterolateral tibial border and a special retractor (Tracker AMZ Guide System [TRACKER System] Depuy Mitek, Norwood, Mass.) is used to hold the anterior tibial muscle out of the way (Fig. 13-8).

One must be able to see the posteromedial tibial border in order to avoid the inadvertent extension of the osteotomy through the posterior tibial cortex.

The medial border of the patellar tendon attachment onto the tibial tubercle is identified, and starting 2 cm medial from the tibial tubercle crest, a mark is made in the anteromedial tibial periosteum and angled distally and laterally toward the anterior tibial crest.

The osteotomy cut is not only an oblique cut when looking at the tibia in the axial plane, but it also tapers distally toward the tibial crest in the coronal plane (Fig. 13-8).

Osteotomy

The preferred instrument system, the TRACKER System, was developed by Dr. Jack Farr and is a simple, reproducible way of performing the osteotomy.

The TRACKER System cutting block is fashioned on the anteromedial tibial cortex along the line marked on the periosteum. The cutting block should taper from proximal to distal (Fig. 13-8).

The TRACKER System tracker guide is then inserted into the second or third drill hole from the top of the TRACKER System cutting block. The tracker guide helps one to visualize where the osteotomy will exit along the posterolateral tibia (Fig. 13-9). It is imperative that the osteotomy not exit the posterior tibial cortex.

image

FIGURE 13-9 AMZ Tracker guide is shown positioned in the tibial cutting block (black arrow). The arm of the guide shows where the osteotomy will exit posterolaterally. Using the Tracker guide allows the surgeon to correctly place the slope of the osteotomy.

(Reprinted from Operative Techniques in Orthopaedics, vol. 17, issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, p. 227. Copyright 2007, with permission from Elsevier.)

The angle of the osteotomy cut is now chosen. As previously stated, the steeper the cut, the more anteriorization you will have. Usually the goal is to have the osteotomy exit just anterior to the posterior lateral cortical surface, just before the flare of the metaphysis (Fig. 13-10).

The cutting block is held using two pins that are predrilled. The distal pin should just skirt the anterior tibial cortex to allow for the distal taper of the osteotomy.

A sagittal saw is used to begin the osteotomy cut (Fig. 13-11). The osteotomy is started anteromedially on the tibial cortex, and it exits posterolaterally. As the osteotomy nears the proximal lateral junction between the tibial diaphysis and metaphysis (i.e., metaphyseal flare), care should be taken to avoid penetration of the posterior tibial cortex.

image

FIGURE 13-11 With the cutting block held in place, a sagittal saw is used to begin the osteotomy cut.

(Reprinted from Operative Techniques in Orthopaedics, vol. 17, issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, p. 228. Copyright 2007, with permission from Elsevier.)

At this area (i.e., under the tibial tubercle), the saw blade cut should be entirely within the bone. The lateral extent of the cut at this proximal location should be just lateral to the tibial tubercle. Distally, the last 1 to 2 mm of tibial crest bone is left intact (hinging on the periosteum) to create a hinge on which to rotate the osteotomy.

The cutting block is now removed and the anteromedial tibial crest cut is carried more proximally with the saw to clear the medial attachment of the patellar tendon on the tibial tubercle. A 1-inch osteotome is used to make a back cut, starting from the most proximal location of the posterolateral tibial cut (i.e., at the metaphyseal/diaphyseal flare) proximally and anteriorly to just above the patellar tendon attachment on the lateral tibial tubercle (Fig. 13-12). A half-inch osteotome is used to make the back cut underneath the patellar tendon from lateral to medial. This should be done just proximal to the patellar tendon.

Care should be taken to avoid any distal orientation of this osteotomy cut because this will block the attempted medialization of the tibial tubercle. A 2-inch osteotome is then used along the oblique slope of the osteotomy cut to free it and create an osteoclasis at the distal taper.

Tubercle Fixation

With the osteotomy hinged distally, the proximal portion is anteromedialized along the slope of the osteotomy cut to the desired location. This location depends on your preoperative plan, but typically a 1-cm medialization is created (Fig. 13-13).

The osteotomy is held in place with two 3.2-mm drill bits placed in an anterior to posterior direction just medial to the tibial crest on the osteotomy and starting 1 cm distal to the attachment of the patellar tendon on the tibial tubercle (Fig. 13-13).

The knee is brought through a range of motion, and one should be able to achieve 90 degrees of knee motion without any undue tension on the osteotomy site.

The arthroscope is now reinserted, and the knee is taken through a range of motion to document the proper patellar tracking and the anatomic lateral to medial engagement of the trochlea. Any medial subluxation of the patella should be corrected by decreasing the medialization of the osteotomy cut and replacing the 3.2-mm drill bits with screws.

A note on the placement of the drill bits for the screws. The purpose of starting 1 cm distal to the patellar tendon attachment on the tibial tubercle is so that if the osteotomy wedge is split when tightening the tibial tubercle screws, one has enough proximal bone on the tibial tubercle to insert another screw for fixation of the proximal fragment. The distal screw should be spaced another 1 cm distal from the proximal screw.

Using proper lag screw technique, two anterior to posterior 4.5-mm fully threaded cortical screws are placed in the proper fashion. They should be countersunk below the anterior tibial cortex of the osteotomy wedge to minimize the postoperative irritation of the hardware on the subcutaneous tissues. Not only should the depth measurement of the screws be made after the countersink bore is done, but the more proximal screw (i.e., the first screw placed) should be downsized 2 mm from its depth gauge reading to allow for the compression of the osteotomy site with the lag screw technique.

For most cartilage restoration procedures, the entire patellofemoral compartment must be adequately visualized. Therefore, at this time, with the osteotomy predrilled, the screws are removed, the distal hinge of the osteotomy is broken and the entire osteotomy wedge/tibial tubercle/patellar tendon complex is retraced proximally.

Once the necessary cartilage procedure is done, the wedge is brought back down to its predetermined location and the screws are reinserted. This minimizes the need for any drilling to be done after the cartilage procedure, which can jeopardize the cartilage repair. While the osteotomy wedge is retracted proximally, it should be wrapped in a moist sponge (Fig. 13-14).

Rehabilitation

The rehabilitation protocol can be found in Box 13-1. Important concepts about the rehabilitation protocol can be divided into weight-bearing status and range-of-motion goals.

BOX 13-1 Distal Realignment Rehabilitation

Reprinted from Operative Techniques in Orthopaedics, Vol 17, Issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, page 228, Copyright 2007, with permission from Elsevier.

Except for cartilaginous procedures, which follow different rehabilitation guidelines, the patient should strive to achieve 90 degrees of knee flexion by the first postoperative visit (i.e., 5 to 7 days). Once the he or she reaches the goal of 90 degrees, the patient only has to perform the knee motion once or twice a day to keep up that goal. Active flexion is allowed with passive extension to limit the stress on the osteotomy site.

The patient is kept on strict non-weight-bearing status for the first 2 weeks. Toe-touch weight bearing is then allowed for the next 4 weeks. At the 6-week mark, assuming that the osteotomy shows signs of healing and no migration, the patient progresses to weight-bearing status over the next 2 weeks, so that by 8 weeks postoperatively the patient is at full weight-bearing status. Straight leg raises are started also at this time.

Complications

Complications of anteromedialization of the tibial tubercle can be divided into intraoperative and postoperative groups:

image

FIGURE 13-15 Complications of tibial tubercle osteotomy. A, Tibial stress fracture in the postoperative period. B, Patellar baja. C, Migration of osteotomy. Arrow shows abnormal location of distal tip of osteotomy.

(Reprinted from Operative Techniques in Orthopaedics, vol. 17, issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, p. 229. Copyright 2007, with permission from Elsevier.)

image

FIGURE 13-16 A, Bilateral patellar tilt and subluxation seen on Merchant view. B, Close-up view of right knee preosteotomy.

(Reprinted from Operative Techniques in Orthopaedics, vol. 17, issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, p. 230. Copyright 2007, with permission from Elsevier.)

Illustrative Case

Figure 13-16, (A and B) show a 23-year-old male with a long-standing history of patellar dislocations (>15–20 in each knee) who failed a conservative course of treatment consisting of physical therapy, bracing, and activity modification. Patellar taping helped stabilize his patellae, but this was unacceptable to him as a long-term solution to the dislocations. Preoperative Merchant views show bilateral patellar subluxation and tilt. An intraoperative arthroscopy image is shown in Figure 13-4, A. He subsequently underwent an anteromedialization of the tibial tubercle with anatomic alignment of his patella (Figs. 13-4, B and 13-7, A–D).

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FIGURE 13-17 A, Anteroposterior view of right knee post osteotomy. B, Lateral view. C, Merchant view of bilateral knees after right knee tibial tubercle transfer. (d) Close-up of right knee tibial tubercle transfer.

(Reprinted from Operative Techniques in Orthopaedics, vol. 17, issue 4, James Bicos and John P. Fulkerson, Indications and Technique of Distal Tibial Tubercle Anteromedialization, p. 231. Copyright 2007, with permission from Elsevier.)

References

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2. Fulkerson J.P., Anteromedialization of the tibial tuberosity for patellofemoral malalignment Clin Orthop Relat Res 1983(177):176-181.

3. Post W.R., Fulkerson J.P. Distal realignment of the patellofemoral joint. Indications, effects, results, and recommendations. Orthop Clin North Am. 1992;23(4):631-643.

4. Farr J., Schepsis A., Cole B., Fulkerson J., Lewis P. Anteromedialization: review and technique. J Knee Surg. 2007;20(2):120-128.

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6. Shea K.P., Fulkerson J.P. Preoperative computed tomography scanning and arthroscopy in predicting outcome after lateral retinacular release. Arthroscopy. 1992;8(3):327-334.

7. Fulkerson J.P., Becker G.J., Meaney J.A., Miranda M., Folcik M.A. Anteromedial tibial tubercle transfer without bone graft. Am J Sports Med. 1990;18(5):490-496. discussion 496-7

8. Fulkerson J.P. Anteromedial tibial tubercle transfer. In: Jackson D.W., editor. Master techniques in orthopaedic surgery: reconstructive knee surgery. Philadelphia: Lippincott Williams & Wilkins; 2003:13-25.

9. Merchant A.C., Mercer R.L., Jacobsen R.H., Cool C.R. Roentgenographic analysis of patellofemoral congruence. J Bone Joint Surg Am. 1974;56(7):1391-1396.

10. Laurin C.A., Dussault R., Levesque H.P., The tangential x-ray investigation of the patellofemoral joint: x-ray technique, diagnostic criteria and their interpretation Clin Orthop Relat Res 1979(144) Oct;:16-26.

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13. Muneta T., Yamamoto H., Ishibashi T., Asahina S., Furuya K. Computerized tomographic analysis of tibial tubercle position in the painful female patellofemoral joint. Am J Sports Med. 1994;22(1):67-71.

14. Guzzanti V., Gigante A., Di Lazzaro A., Fabbriciani C. Patellofemoral malalignment in adolescents. Computerized tomographic assessment with or without quadriceps contraction. Am J Sports Med. 1994;22(1):55-60.

15. Schutzer S.F., Ramsby G.R., Fulkerson J.P., The evaluation of patellofemoral pain using computerized tomography. A preliminary study Clin Orthop Relat Res 1986(204):286-293.

16. Schutzer S.F., Ramsby G.R., Fulkerson J.P. Computed tomographic classification of patellofemoral pain patients. Orthop Clin North Am. 1986 Apr;17(2):235-248.

17. Goutallier D., Bernageau J., Lecudonnec B. The measurement of the tibial tuberosity. Patella groove distance technique and results. Rev Chir Orthop Reparatrice Appar Mot. 1978;64:423-428.

18. Kline A.J., Gonzales J., Beach W.R., Miller M.D. Vascular risk associated with bicortical tibial drilling during anteromedial tibial tubercle transfer. Am J Orthop. 2006;35(1):30-32.