Adult Reconstruction, 1st Edition

Section IV - Elbow Reconstruction

Part B - Evaluation and Treatment of Elbow Disorders

49

Chronic Medial Instability of the Elbow

Mauricio Largacha

In recent years there has been an increase in participation in sports that involve increased stress on the elbow. Much of the attention on the medial pathology around the elbow used to be related to throwing; presently, there are other sports that strain the medial structures, causing chronic medial instability. The process of better understanding the mechanics and pathophysiology of the elbow has increased our knowledge and treatment of chronic medial instability.

Pathogenesis

Etiology

Overhead and throwing athletic activities, such as baseball pitching, javelin throwing, tennis, throwing in football, and also floor gymnastics, expose elbows repetitively to valgus stress forces.

Anatomy and Biomechanics

In valgus stress to the elbow, with the elbow in flexion, the congruous osseous anatomy is the primary restraint. With lesser elbow flexion, between 20 and 120 degrees, the medial soft tissue restraints adopt a primary role in medial stability. In that arc of motion, the radial head is the secondary restrain on valgus stress.

The medial ligament complex is formed by three distinct structures that reinforce the capsule and form the medial collateral ligament (MCL) (Fig. 49-1). The anterior bundle of the MCL is the most important portion of the complex; it originates from the anteroinferior surface of the medial epicondyle and ends at the sublime tubercle of the ulna. Recent evidence suggests a two-band structure for the anterior bundle: the anterior band, which functions between 30 and 90 degrees of flexion (with 70 degrees being the position of greatest contribution to stability) and the posterior band, which is stressed most when flexion reaches 120 degrees. The posterior bundle of the MCL originates from the epicondyle and ends in the medial margin of the semilunar notch. It plays a secondary role in valgus stability. The transverse bundle originates from the medial olecranon and ends in the medial coronoid process and also plays a minor role in valgus stability.

Pathophysiology

Chronic MCL injury results from overuse activities such as throwing. With repetitive movements that produce valgus stress moments, the medial soft tissue structures are subjected to combined tension and bending stresses. An extension moment may also be present, producing internal shear stresses on the deep fibers of the MCL. This process is often a component of a multiple-compartment involvement (Table 49-1) that affects both the anterior and posterior compartment of the elbow. This can be best understood as a result of valgus extension overload syndrome.

During the mechanics of throwing, a rapid flexion-to-extension motion is accompanied by valgus stress moments. These combined forces produce medial tension forces of 300 N and external compression forces of 900 N. The repetitive nature of throwing puts the medial structures at risk of suffering chronic microtrauma, with partial or full rupture of the structures through chronically stressed ligaments.

Although infrequent, ulnar neuropathy may occur. With extreme positions of flexion, wrist extension, and shoulder abduction, the pressures in the ulnar tunnel increase up to six times. Additional pathology such as osteophytes, calcification of the MCL, and inflammation of the MCL can contribute to compression. Posteromedial osteophyte formation at the olecranon usually occurs in the latter stages of disease. With combined extension and valgus, early contact between the olecranon and the fossa is produced, resulting in posteromedial impingement. As a result of compression

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forces across the radiocapitellar compartment, degenerative changes can be found beginning with chondromalacia of the capitellum to complete bone degeneration. In young athletes, osteochondritis dissecans may occur.

Figure 49-1 Medial collateral ligament.

Diagnosis

History

As with all chronic injuries of the upper extremity that involve overuse activities related to repetitive motion in sports, the history is essential. The examiner should investigate about the events that initiate the pain and if the evolution was acute in onset or chronic. In chronic medial elbow instability, pain is usually indistinct around the medial side with a slow progression over the season. Typically athletes complain about their inability to throw with the same power and speed before the onset of the injury, accompanied by pain in the late acceleration phase. On occasion a sudden dramatic pop may be felt by the patient when the medial collateral ligament ruptures.

TABLE 49-1 Spectrum of Involvement

· Medial side

· Medial collateral ligament (MCL) rupture

· Ulnar nerve compression

· Medial-side osteophytes

· Lateral side

· Chondromalacia of the radial head or capitellum

· Osteochondritis dissecans

· Posterior compartment

· Posteromedial osteophyte formation at the olecranon

· Changes in the olecranon fossa shape and depth

Physical Examination

During examination, a complete arc of motion should be recorded with the forehand in supination for extension and flexion. If degenerative changes are present in the posterior compartment, pain may result at full extension during testing

With the elbow in 30 degrees of flexion, the surgeon can palpate the MCL through its normal course distal to the epicondyle. A valgus stress can also be applied to the elbow to examine for medial joint opening. Ulnar nerve palpation should also be done posterior to the course of the MCL to examine for tenderness or a possible Tinel sign.

Special Maneuvers

Moving Valgus Stress Test.

The examiner must put the arm in 90 degrees of abduction and external rotation and,

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while the examiner applies a valgus stress, the arm is extended from a flexed position (Fig. 49-2). Pain is reproduced at about 70 degrees of flexion. Pain should be similar to the one produced by sports activities.

Figure 49-2 Moving valgus stress test. The examiner must put the arm in 90 degrees of abduction and external rotation, and, while applying a valgus stress, the arm is extended from a flexed position.

Figure 49-3 Milking maneuver. The affected elbow is flexed >90 degrees and the other hand grasps the thumb under the injured arm, exerting a valgus stress.

Milking Maneuver.

The affected elbow is flexed >90 degrees and the other hand grasps the thumb under the injured arm, exerting a valgus stress (Fig. 49-3). The examiner palpates the MCL for pain.

Images

To make the diagnosis of chronic medial elbow instability, the history and physical exam are most important. Additional imaging studies can give further information to help confirm the diagnosis. Standard radiographic evaluation is routinely done, searching for calcification of the MCL. Degenerative changes may also be found, especially loose bodies and posteromedial osteophytes of the olecranon.

The use of radiographic evaluation with valgus stress under anesthesia may be helpful. However, it is important to remember that medial joint opening with stress radiographs can also be found in the asymptomatic thrower. Thus, a careful correlation with the clinical examination should be performed.

MRI imaging can be helpful, especially in the high-demand overhead athlete with suspected medial instability in whom clinical evaluation suggests chronic medial elbow instability. The use of intra-articular gadolinium increases the positive results of MCL tears.

Treatment

Different treatment options are available for athletes with medial elbow instability. Initially, the management includes a nonoperative program of rest combined with anti-inflammatory medications A formal rehabilitation program should be initiated. This should be done with an emphasis on regaining motion, followed by a dynamic stabilization and strengthening process that might permit the return to sports activities. Rehabilitation may require ≤16 weeks. With a nonoperative treatment, only between 50% and 60% of the patients may return to their previous level of throwing.

Reconstruction of the ligament using a tendon graft is the technique of choice for those patients who fail conservative treatment. Direct repair of the ligament is not usually possible. Either autograft or allograft can be used. It is unclear in the literature if there is an advantage of one over the other. Ipsilateral palmaris or plantaris tendon has often been used for reconstruction. Many patients will have an inadequate palmaris, and for this reason, allograft hamstring tendons are often quite helpful.

Reconstruction may be done by either a medial incision or a posterior incision. A posterior incision will provide access to the medial side but will help protect the underlying cutaneous nerves to a greater extent. A muscle split of the flexor carpi ulnaris allows for good surgical exposure and lowers the morbidity produced by a detachment of the flexor/pronator group. Transposing the ulnar nerve routinely is often not necessary and can increase the morbidity of the procedure.

Two 3.2-mm drill holes are placed 1 cm apart from each other, with the first one locmated slightly anterior to the sublime tubercle of the ulna in the medial aspect of the coronoid. The principal humeral drill hole is located at the anatomic origin, and two additional holes are placed anterior in the lateral column. Next, the graft is passed initially through the distal holes and through the anatomic hole in the humerus (Fig. 49-4). The graft is then sutured on itself with multiple nonabsorbable sutures. The split in the flexor pronator muscles is closed. A posterior splint at 90 degrees of flexion is used to immobilize the elbow. After 10 to 14 days, sutures are removed and the rehabilitation process begun. After discontinuing the splint, active progressive ROM exercises are started in the shoulder and elbow. A brace can be used during rehabilitation to protect the elbow from valgus stress. After restoring full range of motion, a strengthening program is begun first with isometric exercises, followed by resistance exercises. Attention should be focused on the flexor pronator group, which provides dynamic stabilization on the medial side of the elbow.

Beginning at 3 to 4 months, throwing should be progressively increased until the seventh month, at which time

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the athlete may throw at 50% of maximum velocity and can increase to 75% by the ninth month. Full rehabilitation of the athlete will take at least a year of treatment.

Figure 49-4 Tendon graft in place.

Results

Studies suggest a good to excellent result occurs when the athlete is returned to the previous level of competition. Reports in the literature vary between 68% and 96% of athletes obtaining a good to excellent result after MCL reconstruction.

Suggested Readings

An KN, Morrey BF. Biomechanics of the elbow. In: Morrey BF, ed. The Elbow and Its Disorders. Philadelphia: WB Saunders; 1985:43–61.

Andrews JR, Timmerman LA. Outcome of elbow surgery in professional baseball players. Am J Sports Med. 1995;23:407–413.

Azar FM, Andrews JR, Wilk KE, et al. Operative treatment of ulnar collateral ligament injuries of the elbow in athletes. Am J Sports Med. 2000;28:16–23.

Conway JE, Jobe FW, Glousman RE, et al. Medial instability of the elbow in throwing athletes: treatment by repair or reconstruction of the ulnar collateral ligament. J Bone Joint Surg Am. 1992;74:67–83.

Jobe FW, Stark H, Lombardo SJ. Reconstruction of the ulnar collateral ligament in athletes. J Bone Joint Surg Am. 1986;68:1158–1163.

O'Driscoll SW, Lawton RL, Smith AM. The “moving valgus stress test” for medial collateral ligament tears of the elbow. Am J Sports Med. 2005;33:231–239.

Thompson WH, Jobe FW, Yocum LA, et al. Ulnar collateral ligament reconstruction in athletes: muscle splitting approach without transposition of the ulnar nerve. J Shoulder Elbow Surg. 2001;10:152–157.



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