Compensatory mechanism

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  • General
    • Increases workload and therefore pain and poor quality of life

Compensatory measurements

  • Full-body x-rays with lower extremity measurements:
  • Sagittal compensatory mechanism
    • Spine changes
      • Thoracic spine 
        • Reduction of thoracic kyphosis
        • Hyperextension of adjacent segments
          • This exposes to the risk of retrolisthesis and may result in accelerated facet joints arthritis, inter-spinous hyperpressure (Baastrup’s disease) and sometimes isthmic lysis.
          • Difference between ageing and compensatory hyperextension
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        • Retrolisthesis
          • Retrolisthesis is typically limited to 2–3 mm slippage in the lumbar spine and result in severe foraminal stenosis and more rarely in central stenosis
          • Observed at lower or upper adjacent segments of the kyphotic degenerative disease:
            • L5-S1 is a common site.
          • Retrolisthesis is typically underestimated on lying down radiological imaging techniques (MRI and CT scan).
            • They can be suspected on MRI imaging with the presence of loss of coaptation of facet joints with fluid collection and frequent synovial facet cysts
      • Lumbar spine
        • Lordosis loss
        • Common primary disturbance; patients tend to lose normal lumbar curve (hypolordosis or even kyphosis).
      • Local extension at segments above the deformity is a spine-based compensation targeted to reduce forward lean.
      • Sometimes, the cervical spine develops hyperlordosis (increased backward curve) to maintain horizontal gaze when thoracolumbar kyphosis is pronounced.
    • Pelvic Retroversion: The pelvis tilts backward (increases pelvic tilt) as the first and main compensation for loss of lordosis.
        • Pelvic Tilt (PT): 
          • Increases with age
          • Compensation of malalignment
          • Used as a marker for pelvic retroversion compensation. PT > 25°–30° often indicates overcompensation.
        • Pelvic incidence (PI):
          • Increases during growth
          • Remains constant in adulthood
        • Sacral slope (SS):
          • Smaller changes over time
          • Sacroiliac joint degeneration
        Pelvis back tilt mechanism. Increase of pelvis tilt results in posterior placement of sacrum related to the coxo-femoral heads thus increasing the sacro-femoral distance (red lines)
        Pelvis back tilt mechanism. Increase of pelvis tilt results in posterior placement of sacrum related to the coxo-femoral heads thus increasing the sacro-femoral distance (red lines)
         
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    • Hip Extension: 
      • Pelvic retroversion is associated with hip extension to realign the trunk’s center of mass over the hips.
    • Knee Flexion: 
      • When pelvic compensation is insufficient, patients may flex their knees to stay upright. This is typically a late compensation and signals advanced imbalance.
    • Progression: 
      • There is a typical sequence: spine → pelvis → hips → knees.
      • Sagittal changes with age:
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    • Measurements by
        • Femoral obliquity angle: (Grey)
          • Angle between vertical and femoral axis
        • Knee flexion angle: (White)
          • Angle between femoral axis and tibial axis
        • Global sagittal axis
          • Aka Global tilt
          • Angle between the line from midst of C7 to midpoint of femoral condyles and the line from this point to the mid point of S1
         
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  • Coronal compensatory mechanism
      • Limb-length discrepancy
      • Pelvic obliquity
      • Compensatory lumbar curve
      • Flexible deformity that can become structural over time
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