Adult scoliosis

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Done

Classification

Adult Idiopathic Scoliosis (AIS)
Adult Degenerative Scoliosis (ADS)
Aetiology
Untreated adolescent idiopathic scoliosis in the adult
Degenerative changes
Iatrogenic
Paralytic
Age of Presentation
Patients generally have known about their scoliosis for decades.
Generally presents in the 6th decade of life.
Curve pattern
Follows classic curve patterns
Lack classic curve patterns
Vertebral segments
Involves more vertebral segments.
Involves fewer vertebral segments
Curve location
Thoracic spine. Sometime involve the lumbar spine
Lumbar spine (apex is usually L3). Often does not involve the upper thoracic spine.
Curve magnitude
Larger curves
Smaller curve magnitude
Associated Curves
N/A (Focus is on the persistence of the original adolescent curve).
Frequently involves a compensatory curve from T11 to L2 and a fractional curve from L4 to S1.
Symptom Characteristics
May or may not be painful, but it is usually not disabling.
Patients typically present when back pain becomes more disabling or when radiculopathy worsens.
Does not always cause midline, axial back pain. Many adults are unaware they have scoliosis until a radiograph reveals it.
Specific Associated Pathologies
Presentation often includes worsening radiculopathy.
Frequently manifests as radiculopathy due to lateral recess stenosis, foraminal stenosis, lateral olisthesis, or spondylolisthesis. As it worsens, it may be accompanied by L3–4 lateral olisthesis and L4–5 spondylolisthesis.
Treatment Considerations
Curve magnitude in and of itself is usually not an indication for surgery. Cardiopulmonary compromise is generally not a concern once a patient stops growing, unless the Cobb angle exceeds 70°.
Treatment often focuses on alleviating neurogenic pain or stabilizing instability (e.g., L3–4 lateral olisthesis), potentially using focal treatments to target pain generators.
  • Fractional curve: The minor curve below the major curve

European Spine Study Group (ESSG) and International Spine Study Group (ISSG) databases: (Ames 2019)

  • Unsupervised hierarchical clustering (AI)
    • Data patterns may augment preoperative decision making: risk vs benefit of surgery
  • Three clusters identified:
    • Young coronal patients
    • Old primary patients
    • Old revision patients
      • Previously operated patient—secondary deformity
      • Mechanical compensation for malaligned fusion in the lumbar or thoracolumbar spine
      • Deterioration of adjacent segments
      • Decompensation and global malalignment if compensation mechanisms fail

Aebi classification - types of adult deformity

Type 1 adult scoliosis
  • Aka: Primary degenerative scoliosis; (‘‘de novo’’ scoliosis)
  • Mostly lumbar or thoracolumbar curve
    • Apex at L2/3 or L/4 most frequently
  • Develops after the age of 50
  • Greater the age, higher the incidence
  • Incidence 6%
 
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  • A 4 dimensional deformity:
      1. Axial deformity
      1. Sagittal deformity
      1. Coronal deformity
      1. Time
       
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  • Types of deformity
    • Bi-dimensional:
      • Degenerative spinal changes and sagittal malalignment
      • Muscular dystrophy, camptocormia, osteoporosis
      • Secondary postoperative deformity
    • Three-dimensional:
      • De novo scoliosis
      • Degenerative scoliosis
      • Neuromuscular, Parkinson
 
  • Pathophysiology
    • Asymmetric disc and facet joint degeneration:
      • The process often begins with degeneration of the intervertebral discs and/or facet joints, which occurs unevenly on either side of the spine.
      • This asymmetric breakdown leads to abnormal loading in specific spinal segments.
    • Vicious cycle of deformity progression:
      • The resulting asymmetric loading furthers the degeneration, leading to a self-perpetuating “vicious cycle.”
      • As the structural integrity of the vertebrae, discs, and facet joints worsens, the spinal curve (scoliosis and/or kyphosis) progresses.
    • Instability:
      • Destruction of the discs, facet joints, and joint capsules causes instability, both in the sagittal and frontal planes.
      • This instability can be segmental (affecting specific segments) or multisegmental, ultimately leading to spondylolisthesis (slippage) or rotational/translational dislocations.
    • Osteophyte formation and ligamentous changes:
      • The body attempts to compensate for instability with the formation of osteophytes (bone spurs) on the facet joints and vertebral endplates.
      • Ligamentum flavum and joint capsules also thicken and may calcify, further narrowing the spinal canal and contributing to central and foraminal (lateral) spinal stenosis.
    • Role of osteoporosis:
      • In postmenopausal women especially, reduced bone density (osteoporosis) increases the risk for asymmetric vertebral collapse, amplifying progression of the scoliotic curve.
    • Muscular imbalance and pain:
      • The abnormal spinal alignment overloads certain musculature, particularly the paraspinal muscles.
      • Chronic muscular fatigue and pain further reduce spinal stability and functional compensation, worsening the deformity.
  • Associated with
    • Disk degeneration
    • Facet arthritis
    • Thickening/hypertrophy of the ligamentum flava
    • Loss of lumbar lordosis
    • Lateral listhesis
Stoke's Vicious Cycle of Pathogenesis:
Stoke's Vicious Cycle of Pathogenesis:
Type 2 adult scoliosis
  • General
    • Idiopathic adolescent scoliosis → into Adulthood (AdIS)
    • Progression due to mechanical reasons or bony and/or degenerative changes
    • Unlike the paediatric patients, adult patients present with
      • Pain
      • Radicular symptoms.
    • Mortality rate of untreated adult patients with adolescent idiopathic scoliosis is comparable with that of the general population
Classification
Types of deformity
  • Bi-dimensional:
    • Kyphosis, Scheuermann disease
    • Congenital kyphosis
    • Coronal deformity linked to leg-length discrepancy
  • Three-dimensional:
    • Early onset scoliosis (EOS) at skeletal maturity
    • Adolescent idiopathic scoliosis (AIS) at skeletal maturity
    • Congenital scoliosis
    • Neuromuscular or syndromic scoliosis
Progression of deformity over time: Degenerative change and curve progression in adolescent idiopathic scoliosis
  • As young adults
      • Clinical trunk imbalance
      • Mainly self-image altered
      • Low-level of functional impairment
      • Progression risk during adulthood
       
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  • In adulthood
      • Lumbar curve dislocation
      • Increase in trunk asymmetry
      • Coronal and sagittal malalignment
      • Degenerative lumbar changes
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Surgery
  • Fusion levels
    • For thoracic and lumbar curves
      • >35 deg and graded as structural require them to be included in the arthrodesis
      • Non structural curve < 30 deg can be excluded from the fusion.
    • Fusion of Lumbar sacral cruves
      • depends on
        • Presence of radiculopathy
        • Age
        • Bone density
        • presence of significant degeneration on MRI
Type 3 adult scoliosis
  • Aka secondary adult scoliosis
  • Subtype
    • 3a Due to pelvic obliquity
      • Eg: leg length discrepancy, hip pathology, etc.
      • Most located at thoracolumbar, lumbar-sacral
    • 3b Due to metabolic bone disease
      • Eg: osteoporosis + arthritic disease/fractures; Metabolic bone disease

Natural history

  • Curves < 30° generally do not progress,
  • Curves 30-50° progress 10-15° during life
  • Curves 50-75° progress at 1° per year.
  • Curve progression rates depending on Initial angle and bone quality.
  • Importance of curve progression as a symptom and predictor.

Clinical features

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--- title: Assessment of adult deformity --- flowchart TD %% Main Complaint, branching first subgraph MC["Main Complaint"] C3["Disability"] C2["Radiculopathy"] C1["Back Pain"] C4["Neurogenic<br>claudication"] end %% Disability branch (leftmost, no cross) C3 --> D3["Assess level and kind<br>of disability"] %% Radiculopathy branch (left-mid) C2 --> D2["Correlate with imaging<br>findings and injection<br>confirmation"] D2 --> n1["Consider lateral recess<br>or foramen stenosis"] %% Back Pain branch (center/main stem) C1 --> D1["Back Pain Location"] D1 --> E2["Paraspinal"] D1 --> E1["Midline Lumbar"] %% Midline branch (above, more central) E1 --> F1["Position Dependence"] F1 --> G2["Relentless, no<br>position relief"] G2 --> H2["Treat as chronic<br>low back pain"] H2 --> H3["Consider psychological<br>profile and 2nd gain"] F1 --> G1["Pain worsens upright,<br>relieves supine"] G1 --> H1["Consider scoliosis or<br>imbalance as pain<br>generator"] H1 --> H4["Radiology assessment:<br>Roussouly type,<br>Presence of Olisthesis,<br>Spino-pelvic parameters,<br>Pelvic incidence,<br>lumbar lordosis mismatch,<br>Increased compensatory pelvic tilt,<br>Pathologic SVA<br>(Age-appropriate threshold),<br>Pathologic CVA"] %% Paraspinal branch leads to radiculopathy node so is grouped E2 --> D2 %% Neurogenic claudication, rightmost, no cross C4 --> n2["Correlate with imaging<br>findings and injection<br>confirmation"] n2 --> n3["Consider central canal<br>stenosis"]

Symptoms

Low back pain

  • Commonest symptom (40-90%)
    • Patients with scoliosis have an incidence of low back pain similar to the general population.
Character
  • Axial
    • more diffuse and generalised
  • Mechanical or non mechanical
    • worse or independent with activity
    • relief with lying
    • some patients might feel pain is better with walking
      • walking may paradoxically improve the symptoms because the forward propulsion of the body may allow some compensation for the forward leaning in cases of positive SVA
    • Exacerbated by certain postures
  • More severe and recurrent than general population
  • At curve apex, concavity, countercurve.
  • Importance of axial loading and postural influence (pain relieved by lying down).
Caused by
  • Spondylosis
  • Micro/macro instability
  • Discogenic pain
Evaluation of pain source
  • Discography
  • Neuro-foramen imaging
  • Computed tomographic myelography:
    • Foraminal stenosis or lateral nerve-root compression
  • Selective nerve root block
    • Precise segmental localization diagnosis
    • Diagnosis: lidocaine (0.5%)
    • Treatment: dexamethasone
    • Indications:
      • Lumbar disc herniation
      • Lumbar spinal stenosis
      • Degenerative scoliosis
      • Lumbar spondylolisthesis
Differentiating Scoliosis-Related Pain from Chronic Pain
  • Scoliosis-Associated Pain:
    • Pain is typically exacerbated in an upright position (e.g., standing or walking).
    • The pain is usually alleviated when sitting or lying down (unloading the curved spine).
    • Painful scoliosis usually worsens progressively over years.
  • Chronic Low Back Pain (Unrelated to Scoliosis):
    • If the pain is midline and relentless regardless of position or activity
    • In these cases, consideration of the patient's psychological profile and secondary gain (any external or indirect benefit a person receives from their symptoms, illness, or disability) is important, as surgery may not be beneficial.
Location of pain (midline vs paraspinal)
  • Two types
    • Midline tend not to be scoliotic pain
    • Paraspinal tend to be radicular and neurogenic claudication
  • Assessments are used to identify nerve compression:
    • Radiological correlation:
      • MRI, CT to identify if stenosis in the lateral recesses or foramina is causing nerve compression.
    • Radicular vs. Paraspinal Manifestation:
      • Although there may be nerve compression, the radiculopathy might manifest only as paraspinal back pain, without radiating down the lower extremities.
    • Diagnostic Injections:
      • In patients with multilevel stenosis or ambiguous symptoms, a selective nerve root block or transforaminal epidural injection can help clarify whether the stenosis is the source of the pain.
      • Temporary alleviation of pain following the injection can confirm the pain generator, indicating a potential target for focal surgical treatment.
Assessment of other pain sources
  • Facet-Mediated Pain:
    • This pain causes paraspinal symptoms and can be tested using medial branch blocks.
  • Sacroiliac (SI) Joint Pain:
    • This contribution is evaluated through clinical examination and diagnostic sacroiliac joint injections.
  • Olisthesis:
    • The presence of lateral olisthesis itself is associated with increased disability, and the pain may originate solely from the olisthesis rather than the entire scoliosis.
  • Muscular Pain:
    • Evaluation should consider pain in the paraspinal musculature due to fatigue from maintaining upright posture in the setting of sagittal plane imbalance.
  • Greater trochanteric pain syndrome:
    • Also commonly seen in patients with degenerative lumbar pathologies.

Neurological deficits

  • Due to
    • Segmental instability
    • Foraminal compression
    • Congenital spinal stenosis
    • Severe canal stenosis

Neurogenic pain

  • Can manifest in two main ways:
    • Classic Neurogenic Claudication: (60%)
      • Pain in lower extremities and buttocks
        • Unlike classic claudication, patients with scoliosis + stenosis do not obtain relief with sitting / forward flexion
      • Caused by
        • Spinal stenosis Ferrero 2019
          • L5 radicular pain is the most common (41%)
          • Stenosis is located on the concave side of the curve
          • 70% of central stenosis occurred at the junction between the lumbar and lumbosacral curves
        • Rotational subluxation
          • L3/4 most common
          • At lumbar/lumbar sacral curve junction
    • Paraspinal Radiculopathy Without Radiation:
      • This is nerve pain that manifests as paraspinal back pain rather than radiating down the legs.
      • Location of pain (midline vs paraspinal)
        • Two types
          • Midline tend not to be scoliotic pain
          • Paraspinal tend to be radicular and neurogenic claudication
        • Assessments are used to identify nerve compression:
          • Radiological correlation:
            • MRI, CT to identify if stenosis in the lateral recesses or foramina is causing nerve compression.
          • Radicular vs. Paraspinal Manifestation:
            • Although there may be nerve compression, the radiculopathy might manifest only as paraspinal back pain, without radiating down the lower extremities.
          • Diagnostic Injections:
            • In patients with multilevel stenosis or ambiguous symptoms, a selective nerve root block or transforaminal epidural injection can help clarify whether the stenosis is the source of the pain.
            • Temporary alleviation of pain following the injection can confirm the pain generator, indicating a potential target for focal surgical treatment.

Radicular symptoms

  • in the form of (all derma/myotomal)
    • Leg pain
    • Leg weakness
    • Leg numbness
  • Caused by
    • Foraminal and lateral recess stenosis
  • Worse in concavity of the deformity where there is vertebral body rotation and translation

Myelopathy

  • In the form of
    • broad based gait
    • Clumsiness
    • Inability to perform fine motor activities
    • Pain in non-dermatomal pattern
  • Shimizu 2019
    • Prevalence of concurrent significant cervical cord compression in patients with ASD is relatively high at 33.8%
    • increased risk of cervical cord compression in
      • Older age
      • Increased BMI
      • High PI-LL mismatch

Clinical assessment

Physical exam

  • Skin
    • Neurocutaneous syndrome
  • Muscle
    • Bulk/tone asymmetrical
    • Weakness
  • Gait and posture
      • Assessment of stability
        • Patients may be considered clinically balanced—even if radiographic discordance exists—if they state they have no problems standing up straight and clinically stand straight with normal hip and knee extension.
      • Malalignment
        • trunk shift
        • forward/lateral bending test
          • Deformity with thoracic prominence seen with forward bending
      • Asymmetry of shoulder and pelvic girdle
      • hip and knee flexion contractures
      • Flexibility of curve in prone positioning
      • Hip/knee flexion
      • Forward trunk inclination
      • Posterior pelvic tilt
      • Horizontal gaze
      • Dorsiflexion of ankle during walking
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  • Camptocormia
      • An axial muscle myopathy associated with Parkinson’s disease.
      • Be wary of the adult deformity patient whose deformity appears when they stand or walk, but disappears when they lie down.
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Provocative testing

  • Helps to elucidate the pain generators:
    • Facet/nerve root blocks
    • Discograms
  • Aims:
    • To determine the necessary portions of pathology that should be addressed, would best relieve the patient’s symptoms, and produce a successful clinical outcome.

Deformity assessment

  • Check patient’s spinal shape from the back and the sides.
  • Record general imbalance and compensations for:
    • Coronal balance: plumb line
    • Sagittal balance: ability to stand upright
    • Compensation: pelvic retroversion, knee flexion, etc
  • Check shoulder, trunk, and pelvic asymmetry:
    • Shoulder-height difference
    • Shoulder angle
    • Axillary angle
    • Scapular angle
    • Iliac crest line
    • Gluteal-fold asymmetry
    • Knee and ankle joint position

Flexibility

  • Check deformity in standing and prone positions
  • Check for range of motion (ROM) and pain

Thomas Test to check for hip flexor contracture

  • Examiner helps to lay the patient onto the table
  • Low back and sacrum are flat on the table
  • The non-test leg is in 90 degrees of hip flexion (perpendicular to the table)
    • Helps to improve accuracy across tests/retests
    •  
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Spine-specific health status

Pain
  • Numerical rating scale (NRS) leg pain / NRS back pain
  • % of back vs leg pain
Function
General health-related quality of life (QoL)
  • EuroQoL-5D
    • Mobility
    • Self-care
    • Usual activities
    • Pain/discomfort
    • Anxiety/depression
  • SRS-22
    • Five dimensions:
      • Pain
      • Function
      • Self-image
      • Mental health
      • Satisfaction
    • Subtotal = total - satisfaction
Expectation
  • Credibility expectancy questionnaire (CEQ) - Devilly 2000
    • Six items evaluating two aspects:
      • Credibility: patient’s belief in the effectiveness and rationale of the treatment they are receiving
      • Expectancy: patient’s expectation of the treatment’s ability to yield positive outcomes
Comorbidities
American Society of Anesthesiologists (ASA) score
Category
Physical Status
ASA 1
Normal healthy patient2
ASA 2
Patient with mild systemic disease4
ASA 3
Patient with severe systemic disease that is not a constant threat to life6
ASA 4
Patient with severe systemic disease that is a constant threat to life8
ASA 5
Moribund patient not expected to survive with or wi10thout surgery
Charlson Comorbidity Index:
Elixhauser Comorbidiy Index:

Radiological assessment

SRS-Schwab classification
Obeid-coronal malalignment classification (European)
Static radiographs
  • 3-foot cassette radiographs
  • To measure and correct
    • Roussouly type
    • Presence of Olisthesis
    • Spino-pelvic parameters
      • Pelvic incidence-lumbar lordosis mismatch
      • Increased compensatory pelvic tilt
    • Pathologic Sagittal Vertical Axis (SVA) (taking into account age-appropriate thresholds).
    • Pathologic Coronal Vertical Axis (CVA).
  • Other assessment
    • Pelvic Obliquity
      • Pelvic coronal reference line (PCRL):
        • Tips or sulcus of the sacral ala OR
        • Alternatively, the top of the ilium may be used to create the PCRL.
      • An angle between PCRL and a horizontal reference line is then measured
      • Leg length discrepancy (LLD)
        • Measured using PA standing radiographs without blocks under the patient’s feet and with the knees extended.
        • A femoral horizontal reference line (FHRL) a horizontal line that is tangent
          • to the top of the highest femoral head OR
          • to the level of the lesser trochanter.
        • The difference between the height of this line and the height of the lower femoral head is then measured as the LLD.
        • interpretation
          • If the left hip is up, the value is positive (+).
          • If the right hip is up, then the value will be negative (−).
        • Poorer clinical outcomes have been associated with
          • Sagittal (C7-SVA, PT, LL, sagittal LIVDA) and/or
          • Coronal imbalance (C7-CSVL, shoulder-tilt, and pelvic obliquity).
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      Clavicle angle
      • Angle between
        • Line connecting a the highest points of the clavicles
          • drawn perpendicular to the lateral edge of the radiograph and touches the most cephalad portion of the elevated clavicle and a line which touches the most cephalad aspect of both the right and left clavicles (clavicle reference line)
        • Horizontal plane
      • Angles in which the left shoulder up are positive
      • Angles with the right shoulder up are negative.
      • This directionality is consistent with that of the T1 tilt angle described earlier.
      • Clavicle tilt has been shown in some studies to have an association with postoperative shoulder imbalance
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Dynamic radiograph

  • Supine or prone x-rays
  • Bending x-rays → fundamental in:
    • Predicting compensatory curve behaviour
    • Applying Lenke classification
  • Traction x-rays:
    • Awake traction
    • TRUGA: traction x-ray under general anesthetic
  • Flexion/extension xray
    • Look at the interspinous space if there is significant spreading of the spinous process during flexion, it is likely that flexion is adequate
  • Combine supine and sitting x-rays: In wheelchair-bound patients
Radiographic risk factor for deformity progression
  • Progression of 3°/year
  • Curve > 30°
  • Asymmetric intervertebral space
  • Asymmetric osteophytes > 5 mm
  • iliac crest line passing through or below L4/5
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Management

General ideas

  • In the future more people will require deformity surgery
    • Due to aging population
  • Need to have good patient selection
    • Patient must have realistic goals
    • Patient must have awareness of the significant potential for complications
    • Medical comorbidities may mean that some patients are not fit enough for the magnitude of surgery that is required.
  • In many cases the choice is to do nothing or a small decompressive procedure, or to consider a bigger operation and correction of the deformity, a procedure which will usually require an osteotomy or multiple intervertebral cages.
      • A simple decompression (leaving the deformity uncorrected) may relieve radicular symptoms, but a ‘small fusion’ may leave the patient in a worse sate, if the problems of lost lordosis and global spinal balance are not addressed.
      • If the deformity is to be addressed, then the correction goals are restoration of the patient’s sagittal vertebral alignment.
       
  • Continuum of Care: Nonoperative management exists on a continuum with operative treatment, with a "grey zone" where various modalities like physiotherapy, pain management, and injections are employed.

Nonoperative

Indications

  • Coronal curves < 30 degrees rarely progress
    • Deformity surgery does not prevent progression of deformity
  • < 2 mm of subluxation
  • Anterior osteophytes
  • Reasons for Nonoperative Management:
    • Patient factors: Presence of untreatable comorbidities (e.g., cardiopulmonary issues, complicated diabetes, obesity, smoking, frailty, osteoporosis).
    • History: Previous surgeries and complications.
    • Patient choice: When patients are unable to undergo or do not want surgery.
    • Technical factors.
    • Even if surgery is not an option, patients still need treatment to manage pain and maintain mobility.

Pros of Nonoperative Management:

  • Reduces pain and improves mobility for patients who cannot or do not want surgery.
  • Statistically, it can show no difference in global outcome measures compared to operative treatment.
  • Avoids surgical risks and lengthy rehabilitation.
  • Can prevent progression in skeletally immature patients.
  • Provides time to understand patient expectations and optimize the patient ("prehabilitation").

Cons of Nonoperative Management:

  • Does not treat the causative problem.
  • Can delay time-to-surgery in undecided patients.
  • In adults, it generally does not prevent progression of deformity or neurological compromise.
  • Palliates symptoms over a reduced period of time.
  • Requires adherence, understanding, and sacrifice from the patient.
  • Less effective in small, nonprogressive, or mature curves.

Modalities:

  • Active Therapies: Require patient participation.
    • Physical therapy: Includes exercise-based approaches to increase flexibility, build strength and endurance, improve core strength, postural training, activity modification, weight management, and bracing. Benefits include improved flexibility, strength, muscle tone, stiffness relief, better balance/coordination/sleep, cardiovascular stimulation, and pain improvement.
    • Neuromuscular reeducation.
    • Functional restoration program (including psychosocial counseling).
    • The GLA:D (Good Life with osteoArthritis: Denmark) program is an example of a neuromuscular exercise program for osteoarthritis that can be done at home.
  • Passive Therapies: Do not require patient participation.
    • Physical modalities: Massage therapy, transcutaneous electrical nerve stimulation (TENS), hot/cold packs, therapeutic ultrasound. Benefits include reducing muscle spasm, managing pain pathways, and reeducating patient response to pain.
      • Bracing
        • No role in adult deformity
        • Does not slow progression
        • Might help with pain but can decondition the patient
    • Pain medications: NSAIDs, opioids, muscle relaxants, antidepressants, neuropathics.
    • Interventional procedures (injections):
      • Include nerve-root blocks, caudal epidural, trigger point injections, and radiofrequency ablation (RFA).
      • These can be diagnostic (to identify pain origin) or therapeutic, have minimal side effects, and can be repeated up to twice yearly, though efficacy may decrease over time.
      • Performed under image guidance (intensification/ultrasound/CT/MRI).
    • Alternative/allied medicine: Chiropractic/osteopathic manipulation, massage, and stretching techniques.

Operative

Treatment Goals

  • To Balance the Spine
    • Addressing Sagittal Imbalance (SVA):
      • If a patient has a positive SVA and appears forward leaning, but states this position is not disabling and only wants their neurogenic symptoms resolved, the goal may not be to balance the spine.
    • Addressing Coronal Imbalance:
      • Coronal imbalance is generally defined as a shift of 3 or 4 cm in the C7 plumb line relative to the central sacral vertical line.
      • However, treatment may not be necessary if the patient does not find the imbalance self-apparent or symptomatic.
  • To Treat Neurogenic Pain
  • To Treat Back Pain Originating from the Scoliosis

General Considerations

  • Operative
    • treatment can be superior to nonoperative care for some patients.
  • Pros:
    • Decompresses neural structures (radicular pain),
    • Stabilizes the spine (curve progression, segmental rotatory instability)
    • Corrects deformity (axial, coronal, primary, secondary rigid).
  • Cons:
    • Associated with complications, may necessitate reintervention, and incurs costs.
    • Surgery can be cost-efficient at 10 years if no complications occur.
      • However, reoperation rates are significant, ranging from >20–30% at 2 years.
      • Pellise 2024: Complications and reoperations are considered unsustainable in value-based healthcare, reducing surgical gains (QALYs), decreasing gains by 40% with every revision surgery, increasing patient morbidity and mortality, and increasing overall costs.

Surgical Strategy (for Aging Spinal Deformity):
Lenke-Silva levels of treatment

  • Decisions involve a pathway that considers increasing invasiveness/aggressiveness:
  • Decompression (no fusion): Primarily for radicular pain that is greater than axial pain, in cases with a stable spine and little deformity without sagittal malalignment.
  • Stabilization (short fusion): For cases where radicular pain equals axial pain, segmental instability is present, and there is little deformity without sagittal malalignment.
  • Deformity Correction (long fusion): Primarily for axial pain and sagittal malalignment.
  • Surgical decision tree
    • Lenke-Silva levels of treatment
    • --- title: Management of adult deformity --- graph TD A2["Determine treatment goals:<br> balance, neurogenic,<br> scoliosis-origin pain"] --> A3["Is pain non-disabling or<br> asymptomatic?"] A3 -->|No| A4["Progressive symptoms<br>or radiographic progression"] A3 -->|Yes| A5["Observation/conservative<br> management"] A4 --> B1 subgraph B1["Is the pain focal"] BB1["Radicular<br>(leg/paraspinal/buttock)<br> confirmed with<br> injection"] BB2["Neurogenic claudication<br>with focal canal stenosis"] end B1 -->|Yes| B2["Consider focal treatment -<br> decompression/limited fusion"] B1 -->|No| B3["Widespread symptoms with<br> multilevel canal/foraminal<br> stenosis (L1–S1)"] B2 --> C1["Fractional curve (L4–S1)<br>main pain generator<br>(radicular pain concavity<br>proven by SNRB)"] B2 --> C2["Foraminal stenosis only:<br>Radiculopathy proven by<br>MRI and injection"] B2 --> C3["Instability: olisthesis +<br> worsening pain on standing"] B2 --> C4["Neurogenic claudication"] C1 --> D1["Consider fractional curve<br> fusion"] C2 --> D2["CC stenosis: Interbody fusion"] C2 --> D3["AP stenosis: Foraminotomy"] C3 --> D4["Limited fusion including<br> affected level(s); stop below T10"] C4 -->|With instability| D5["Decompression and fusion<br> (Interbody/Posterior lateral)"] C4 -->|Without instability| D6["Single level decompression"] B3 --> E1["Spinal imbalance present?"] E1 -->|No| E2["Multilevel decompression and<br> fusion"] E1 -->|Yes| E3["Need for significant osteotomy<br> (SRS-Schwab ≥2)? TL deformity<br> to thoracic? T10 near<br>kyphotic apex?"] E3 -->|No| E4["T10-pelvis fusion and<br> deformity correction"] E3 -->|Yes| E5["Extend fusion to upper<br> thoracic spine (T2–T4)"] A5 --> F1["Reassure, monitor,<br> nonoperative care"]
    • Key principles
    • Fusion From T10 to the Pelvis
      • Indications
        • Scoliosis-Related Pain: AND
          • When the patient's back pain is genuinely related to the scoliosis itself
          • Differentiating Scoliosis-Related Pain from Chronic Pain
            • Scoliosis-Associated Pain:
              • Pain is typically exacerbated in an upright position (e.g., standing or walking).
              • The pain is usually alleviated when sitting or lying down (unloading the curved spine).
              • Painful scoliosis usually worsens progressively over years.
            • Chronic Low Back Pain (Unrelated to Scoliosis):
              • If the pain is midline and relentless regardless of position or activity
              • In these cases, consideration of the patient's psychological profile and secondary gain (any external or indirect benefit a person receives from their symptoms, illness, or disability) is important, as surgery may not be beneficial.
        • Deformity and Imbalance: AND
          • To correct symptomatic sagittal or coronal imbalance.
            • To measure and correct
              • Roussouly type
              • Presence of Olisthesis
              • Spino-pelvic parameters
                • Pelvic incidence-lumbar lordosis mismatch
                • Increased compensatory pelvic tilt
              • Pathologic Sagittal Vertical Axis (SVA) (taking into account age-appropriate thresholds).
              • Pathologic Coronal Vertical Axis (CVA).
        • Severe Multilevel Pathology: AND
          • In cases of severe, multilevel degeneration with resultant stenosis that cannot be addressed with focal decompression and fusion.
          • This includes patients with:
            • Stenosis extending from L1 to S1 or L2 to L5.
            • Lumbar stenosis with concomitant L4–5 spondylolisthesis, L3–4 lateral olisthesis with stenosis, or degenerative changes at L1–2 or higher.
          • Extensive Decompression Requirement: When a multilevel laminectomy is necessary for multilevel stenosis, the inherent destabilizing nature of extensive decompression mandates instrumented fusion.
      Extension of the Fusion to the Upper Thoracic Spine (Above T10, generally T2-T4)
      • Aim is
        • To prevent mechanical failure
        • Adequately correct global deformity
      • Indications:
        • Thoracic Deformity:
          • In cases of sweeping thoracolumbar scoliosis where fusion to T10 will not encompass the entire Cobb angle of the scoliosis.
        • Severe Kyphosis:
          • When there is significant thoracic kyphosis.
        • Sagittal Balance/Kyphotic Apex:
          • If fusion stopping at T10 is at or near a kyphotic apex, or if stopping at T10 will not restore the patient’s SVA.
        • Proximal Junctional Kyphosis (PJK) Risk:
          • To mitigate PJK risk, especially when substantial correction is planned:
            • When correction of the SVA at T10 will predictably result in PJK.
            • If the patient has a hyperlordotic T10 or a kyphotic T8–10 angle.
            • If the patient has a thoracic kyphosis of 30° or more and is undergoing induction of lumbar lordosis of 30° or more.
        • Severe Deformity/Osteotomy:
          • In patients with greater deformities who undergo three-column osteotomies, fusion to the upper thoracic spine may provide better correction and lower PJK rates than fusion to the lower thoracic spine.
      • Note:
        • Studies suggest that fusion to the upper thoracic spine does not necessarily improve outcomes or correction compared with fusion to the lower thoracic spine, and upper thoracic fusion is associated with higher total complication rates, more blood loss, and longer operative times. Therefore, T10 is often preferred unless the high-risk factors above mandate a more cranial endpoint.
      Stopping the Fusion Below T10 (in the Lumbar Spine)
      • Fusion can sometimes terminate in the lumbar spine when the primary problem is focal neurogenic pain, and the scoliosis is less concerning for global imbalance.
      • Indications:
        • Primary Symptom:
          • When patients mainly present with neurogenic claudication secondary to lumbar stenosis but also have concomitant scoliosis.
        • Structural Integrity:
          • If there is no olisthesis or significant rotation at the chosen UIV, and no junctional kyphosis is present at the UIV.
        • Relationship to UEV:
          • The UIV should generally be cephalad to the Upper End Vertebra (UEV) of the scoliosis.
        • Absence of Thoracic Deformity:
          • If patients do not have thoracic kyphosis or kyphosis at the thoracolumbar junction, placing the UIV at L1 was found to have no difference in PJK incidence compared to higher levels.
      • Note:
        • Curve Apex Avoidance:
          • The UIV should be away from the apex of the scoliosis.
        • Decreased Reoperation Risk:
          • In patients fused to the sacrum, a UIV in the lumbar spine had a lower rate of reoperation than a UIV in the thoracic spine.
        • A lower UIV, reduces blood loss and operative time
      Limited Fusion or Even Decompression Only
      • Limited, focal treatment is preferred when the primary source of disability is localized pathology rather than the global scoliotic curve.
      • Indications:
        • Focal Pain Generator:
          • When a focal source of pain (such as nerve compression, spondylolisthesis, or lateral olisthesis) can be identified as the source of disability, and the patient is otherwise well-balanced.
        • No radiographic evidence of instability
        • Specific Stenosis Type:
          • Decompression only (e.g., laminotomy) may be suitable if the main compression is dorsal-ventral (due to ligamentous and facet hypertrophy).
        • Comorbidity Consideration:
          • Limited surgical extension may be considered for patients with significant comorbidities who cannot tolerate extensive surgery.
      • Note
        • Limited Fusion of Concavity: Can be used when radiculopathy is strictly referable to the concavity of the scoliosis, and there is no back pain.
        • Caution for Decompression Only: can fail and patients should be counseled about the potential need for eventual fusion. It is critical to maintain stability by avoiding a complete laminectomy.
          • Decompression alone is not recommended for severe up-down foraminal stenosis where interbody fusion is a better option for stabilization and alleviation.
      Fractional Curve Fusion Only
      Fractional curve
      • The minor curve below the major curve.
      • Location:
        • Typically found from L4 to S1.
        • Sometimes, the symptomatic level within this curve may involve only L5–S1.
      • Clinical Significance:
        • Although it is the minor curve, the fractional curve can be a significant source of pain.
      • Pathology:
        • Degeneration of the fractional curve may lead to severe lumbar stenosis, spondylolisthesis, and up-down (foraminal height) foraminal stenosis, which can cause disabling pain.
        • Upright scoliosis radiographs are considered critical for assessing the lumbosacral fractional curve, as many patients present with radiculopathy caused by up-down foraminal stenosis on the concavity of this curve when axial loading occurs.
      • Aim
        • Treatment of the fractional curve only has demonstrated good outcomes when the goal is to resolve radicular pain, even if long-standing chronic low back pain persists.
      • Indications for Fractional Curve Fusion Only:
        • Primary Symptom:
          • When the fractional curve is the significant source of disabling pain, and the pain is radicular in nature and referable to that curve.
        • Pathology:
          • When degeneration of the fractional curve causes severe lumbar stenosis, spondylolisthesis, and up-down foraminal stenosis.
        • Specific Level Pain:
          • If the symptomatic level involves only L5–S1.
      • Note
        • Extension Consideration:
          • If there is lateral olisthesis at L3–4, one should consider including L3–4 in the fusion construct to address the olisthesis, rather than strictly limiting the fusion to the L4–S1 fractional curve.
        • Interbody Fusion:
          • Interbody fusion is often a useful option here, as increasing disc height can alleviate up-down stenosis.
        • Coronal Caution for Nanjing C or Obeid 2: as correcting the fractional curve alone can lead to worsening coronal alignment.
      Correction vs fusion in situ
      Approach
      Indication
      Goal
      Pros
      Cons
      Correction
      Severe, unbalanced, progressive curves
      Restore alignment
      Improved balance, less pain from deformity
      Higher risk, more invasive
      Fusion in situ
      Non-progressive, balanced deformity
      Stabilize without correction
      Low complication rate, good for frail/elderly
      No alignment change, may not relieve all symptoms
      • Correction (Surgical Realignment)
        • Goal: 
          • Actively restore normal spinal alignment (both in the coronal and sagittal planes) by manipulating and correcting the curve during surgery.
        • Indications: 
          • Significant malalignment,
          • Severe pain,
          • Progressive deformity, or
          • Sagittal/coronal imbalance that impairs function or quality of life.
        • Method: Surgical techniques include osteotomies, anterior or posterior release, use of instrumentation (rods, screws) to realign and fix the spine in a more anatomical position.
          • Technique
            • Short segment decompression +/- fusion
              • Indication
                • Presence of nerve root compression AND
                • Sagittal plane is balanced (avoid doing short segment if patient has sagittal malalignment)
                • Young pt (40-60 yrs) preserve lumbar spine flexibility
                • Elderly patient with lumbar canal stenosis
            • Deformity surgery
              • Indications
                • Curve > 50 degrees of the following type
                  • Thoracic curves >60deg affect pulmonary function tests
                  • Thoracic curves >90deg affect mortality
                • Sagittal imbalance
                • Curves progress
                  • Cobb > 10° AND/OR
                  • Increase in subluxation > 3 mm
                • Increasing clinical symptomatology
                  • Intractable back pain or radicular pain that has failed nonsurgical efforts
                • Long segment decompression required
                • Cosmesis (controversial)
                • Signs of radiological progression risk factor as above
              • posterior only curve correction and instrumented fusion
                • indications
                  • thoracic curves > 50 degrees
                  • most double structural curves > 50 degrees
                • selecting technique is patient and surgeon specific
              • combined anterior/posterior curve correction with instrumented fusion
                • Indications
                  • isolated thoracolumbar
                  • isolated lumbar curves
                  • extremely rigid curves requiring anterior release
              • Osteotomy
        • Benefits: 
          • Improved spinal balance → potential reduction in compensatory mechanisms (e.g., pelvic tilt, knee flexion) → relief from pain caused by malalignment.
        • Risks: 
          • Greater surgical time, increased risk of complications (blood loss, neurological, infection), higher demands on bone quality, especially in elderly or osteoporotic patients. May not be appropriate in frail or high-risk individuals.
        • Aebi's Emphasis: Carefully selected patients benefit most from correction, particularly if the deformity is rigid or unbalanced and if there is risk for further progression or functional decline.
      • Fusion In Situ (Accepting Balanced Deformities)
        • Goal: 
          • Fuse the spine as it is, without attempting major realignment, provided that the patient is already balanced in sagittal and coronal planes
            • Fusion is performed at the necessary levels to stop progression or stabilize symptomatic segments, often involving less extensive surgery, with or without instrumentation.
        • Indications: 
          • Flexible, non-problematic curves;
          • Well-compensated deformities where function and pain are not severely compromised;
          • Elderly or frail patients where risks of aggressive correction outweigh benefits.
        • Method: 
          • Fusion and decompression
        • Benefits: 
          • Lower surgical morbidity
          • Reduced risk for perioperative complications, often effective in halting progression and stabilizing symptoms in balanced and less severe deformities.
        • Risks: 
          • Does not improve alignment, may not relieve pain if it is due to malalignment or imbalance.
          • Axial back pain might persist if caused by the deformity itself rather than instability or stenosis
        • Aebi's Insight: If the global spinal balance is already acceptable, and the primary complaint is instability or localized pain (not due to malalignment), in situ fusion is appropriate, sparing patients from unnecessary and risky realignment procedures.

Complication

  • Revision surgery 20-40%
  • Patient Characteristics & Surgical Complexity:
    • Patients often have multiple pre-existing health conditions (comorbidities).
    • Operations are generally more involved, focusing on achieving proper balance and load sharing on surgical instrumentation.
    • Achieving correct load sharing is especially critical in patients with weakened bones (osteopenia).
  • Potential Local/Surgical Complications:
    • Infections
    • CSF leaks (more common in revision surgeries)
    • Implant failures
    • Junctional kyphosis (abnormal spinal curvature near the surgery site)
    • Adjacent segment degeneration (wear and tear on spinal levels next to the surgery)
    • Pseudarthrosis (failure of bones to fuse properly)
  • Potential Systemic Complications:
    • Myocardial infarction (heart attack)
    • Pneumonia
    • Ileus (temporary paralysis of the bowel)
    • Urinary tract infections (UTIs)
    • Deep venous thrombosis (DVT or blood clots, usually in the legs)
    • Superior mesenteric artery (SMA) syndrome (a digestive condition)
    • Blindness (exceedingly rare).
  • Overall Risk & Outcome Context:
    • Even with optimal techniques and post-operative care, complication rates can be somewhat high.
    • Despite the risks, the potential for positive clinical outcomes is considered sufficient to justify the procedures in appropriately selected patients.