Quality & Safety Resource Library
This Resource Library serves as a centralized collection of quality and safety publications relevant to spinal deformity care. Content is organized into focused sections and is selected to support evidence-based practice, multidisciplinary collaboration, and continuous quality improvement.
PREOPERATIVE
Non-Operative versus Operative Treatment
- Bridwell KH, Glassman S, Horton W, et al. Does treatment (nonoperative and operative improve the two-year quality of life in patients with adult symptomatic lumbar scoliosis: a prospective multicenter evidence-based medicine study. Spine (Phila Pa 1976). 2009;34(20):2171-2178. doi:10.1097/BRS.0b013e3181a8fdc8
- Smith JS, Lafage V, Shaffrey CI, et al. Outcomes of Operative and Nonoperative Treatment for Adult Spinal Deformity: A Prospective, Multicenter, Propensity-Matched Cohort Assessment With Minimum 2-Year Follow-up. Neurosurgery. 2016;78(6):851-861. doi:10.1227/NEU.0000000000001116
- Quality of life, determined by functional and pain scores, has been shown to improve in patients that undergo operative treatment for symptomatic adult spinal deformity at 2-years post-surgery compared to those that underwent non-operative treatment.
- Quality of life, determined by functional and pain scores, has been shown to improve in patients that undergo operative treatment for symptomatic adult spinal deformity at 2-years post-surgery compared to those that underwent non-operative treatment.
- Scheer JK, Smith JS, Clark AJ, et al. Comprehensive study of back and leg pain improvements after adult spinal deformity surgery: analysis of 421 patients with 2-year follow-up and of the impact of the surgery on treatment satisfaction. J Neurosurg Spine. 2015;22(5):540-553. doi:10.3171/2014.10.SPINE14475
- Decompression is shown to have greater improvement in leg pain
- Osteotomies were associated with improvement in back pain, but worsened leg pain.
- Reductions in back pain contributed to improvements in function and satisfaction more than reduction in leg pain
- Smith JS, Shaffrey CI, Glassman SD, et al. Risk-benefit assessment of surgery for adult scoliosis: an analysis based on patient age. Spine (Phila Pa 1976). 2011;36(10):817-824. doi:10.1097/BRS.0b013e3181e21783
- Older patients have been shown to have an increased risk of complication
- Older patients stand to gain disappointingly greater improvement in function and pain after adult spinal deformity surgery
Radiographic Analysis and Classification of Deformity
- Leveque JC, Segebarth B, Schroerlucke SR, et al. A multicenter radiographic evaluation of the rates of preoperative and postoperative malalignment in degenerative spinal fusions. Spine (Phila Pa 1976) 2018;43:E782–9.
- In a large series of short-segment degenerative lumbar fusions, 30% of patients were misaligned both pre and post-operatively
- alignment preservation/restoration considerations should be incorporated into the decision-making of even degenerative lumbar spinal fusions.
- Smith JS, Klineberg E, Schwab F, et al. Change in classification grade by the SRS-Schwab Adult Spinal Deformity Classification predicts impact on health-related quality of life measures: prospective analysis of operative and nonoperative treatment. Spine (Phila Pa 1976) 2013;38:1663–71
- The SRS-Schwab classification provides a validated system to evaluate ASD.
- The classification modifiers are responsive to changes in disease state and reflect significant changes in patient-reported outcomes.
Team Based Approaches
- Sethi R, Buchlak QD, Yanamadala V, et al. A systematic multidisciplinary initiative for reducing the risk of complications in adult scoliosis surgery. J Neurosurg Spine. 2017;26(6):744-750. doi:10.3171/2016.11.SPINE16537
- Patients who underwent surgery after implementation of the Seattle Spine Team Protocol had a statistically significant reduction in all measured complications, including cardiovascular events, wound infections, other perioperative infections, and implant failures within 30 days after surgery.
- Patients who underwent surgery after implementation of the Seattle Spine Team Protocol had a statistically significant reduction in all measured complications, including cardiovascular events, wound infections, other perioperative infections, and implant failures within 30 days after surgery.
- Sethi RK, Pong RP, Leveque J-C, Dean TC, Olivar SJ, Rupp SM. The Seattle Spine Team Approach to Adult Deformity Surgery: A Systems-Based Approach to Perioperative Care and Subsequent Reduction in Perioperative Complication Rates. Spine Deform. 2014;2(2):95-103. doi:10.1016/j.jspd.2013.12.002
- A team approach of a dual-attending surgeon approach in the operating room, a live preoperative screening conference, and an intraoperative protocol for managing coagulopathy will significantly reduce perioperative complication rates and enhance patient safety
- A team approach of a dual-attending surgeon approach in the operating room, a live preoperative screening conference, and an intraoperative protocol for managing coagulopathy will significantly reduce perioperative complication rates and enhance patient safety
- Mannion R, Thompson C. Systematic biases in group decision-making: implications for patient safety. Int J Qual Heal care J Int Soc Qual Heal Care. 2014;26(6):606-612. doi:10.1093/intqhc/mzu083
- group decision-making can be imperfect and result in organizational and clinical errors which may harm patients
- Four systematic biases arising from group decision-making: 'groupthink', 'social loafing', 'group polarization' and 'escalation of commitment’
Value (Econ)
- Goodman RM, Powell CC, Park P. The Impact of Commercial Health Plan Prior Authorization Programs on the Utilization of Services for Low Back Pain. Spine (Phila Pa 1976). 2016;41(9):810-815. doi:10.1097/BRS.0000000000001329
- Prior authorization via mandatory referral to a physiatrist before surgical evaluation has not been shown to result in a reduction of lumbar fusion surgery
- Prior authorization programs were only associated with the unintended consequence of increased costs.
Pre-operative surgical optimization and modifiable risk factors
Screening
- Buchlak QD, Yanamadala V, Leveque J-C, Sethi R. Complication avoidance with pre-operative screening: insights from the Seattle spine team. Curr Rev Musculoskelet Med. 2016;9(3):316-326. doi:10.1007/s12178-016-9351-x
- Standardized preoperative evaluation protocols have been shown to significantly reduce the likelihood of a spectrum of negative outcomes associated with complex adult lumbar scoliosis surgery
- To increase patient safety and reduce complication risk, an entire medical and surgical team should work together to care for adult lumbar scoliosis patients
- An evidence-based comprehensive systematic preoperative surgical evaluation process is described
Nutrition
- Schwab F, Dubey A, Gamez L, et al. Adult scoliosis: prevalence, SF-36, and nutritional parameters in an elderly volunteer population. Spine (Phila Pa 1976). 2005;30(9):1082-1085. doi:10.1097/01.brs.0000160842.43482.cd
- No association between nutrition and development of spinal deformity has been demonstrated
- No association between nutrition and development of spinal deformity has been demonstrated
- Adogwa O, Martin JR, Huang K, et al. Preoperative serum albumin level as a predictor of postoperative complication after spine fusion. Spine (Phila Pa 1976). 2014;39(18):1513-1519. doi:10.1097/BRS.0000000000000450
- Preoperative hypoalbuminemia is an independent risk factor for postoperative complications, 30-day mortality, and increased length of hospital stay after spine surgery for degenerative and deformity causes
- Should be used more frequently as a prognostic tool to detect malnutrition and risk of adverse surgical outcomes
- Stoker GE, Buchowski JM, Bridwell KH, Lenke LG, Riew KD, Zebala LP. Preoperative vitamin D status of adults undergoing surgical spinal fusion. Spine (Phila Pa 1976). 2013;38(6):507-515. doi:10.1097/BRS.0b013e3182739ad1
- Vitamin D plays a critical role in establishing optimal bone health, which, in turn, is vital to the success of spinal arthrodesis
- There is a substantially high prevalence of vitamin D abnormality in the overall population.
- Although advanced age is a well-established risk factor for hypovitaminosis, young adults undergoing fusion should not be overlooked with regard to vitamin D screening; this age bracket is less likely to have been previously supplemented
Diabetes
- Di Capua J, Lugo-Fagundo N, Somani S, et al. Diabetes Mellitus as a Risk Factor for Acute Postoperative Complications Following Elective Adult Spinal Deformity Surgery. Glob spine J. 2018;8(6):615-621. doi:10.1177/2192568218761361
- Patients with diabetes that undergo ASD surgery are significantly more likely to require longer hospital stays and develop 30-day post-operative complications, specifically UTI, cardiac, and surgical site infections
- Patients with diabetes that undergo ASD surgery are significantly more likely to require longer hospital stays and develop 30-day post-operative complications, specifically UTI, cardiac, and surgical site infections
Obesity
- Soroceanu A, Burton DC, Diebo BG, et al. Impact of obesity on complications, infection, andpatient-reported outcomes in adult spinal deformity surgery. J Neurosurg Spine. 2015;23(5):656-664. doi:10.3171/2015.3.SPINE14743
- Obesity is a large risk factor for the development of major post-operative complications prolonged ICU stay, but despite this, obese patients do benefit from surgical intervention.
- Obesity is a large risk factor for the development of major post-operative complications prolonged ICU stay, but despite this, obese patients do benefit from surgical intervention.
- Amin RM, Raad M, Jain A, Sandhu KP, Frank SM, Kebaish KM. Increasing Body Mass Index is Associated With Worse Perioperative Outcomes and Higher Costs in Adult Spinal Deformity Surgery. Spine (Phila Pa 1976). 2018;43(10):693-698. doi:10.1097/BRS.0000000000002407
- Patients with obesity have improvement in health-related quality of life (HRQL), but less than that of nonobese patients
- Patients with obesity have improvement in health-related quality of life (HRQL), but less than that of nonobese patients
Smoking
- Soroceanu A, Burton DC, Oren JH, et al. Medical complications after adult spinal deformity surgery incidence, risk factors, and clinical impact. Spine (Phila Pa 1976). 2016;41(22):1718-1723. doi:10.1097/BRS.0000000000001636
- smoking is associated with long term skeletal complications especially due to its effect on the reduction of bone density and healing compacity
- highly recommended to incorporate a smoking cessation program prior to spine surgery to reduce likelihood of failure
High Risk Patients
- Halpin RJ, Sugrue PA, Gould RW, et al. Standardizing care for high-risk patients in spine surgery: the Northwestern high-risk spine protocol. Spine (Phila Pa 1976). 2010;35(25):2232-2238. doi:10.1097/BRS.0b013e3181e8abb0
- Standardizing preoperative risk assessment may lead to better outcomes after major spine operations
- In the case of a high-risk patient, physicians should have protocol in place that facilitates improved care, grouped into 3 steps: Preoperative, Intraoperative, and Postoperative
Adult Spinal Deformity Enhanced Recovery After Surgery (ERAS)
- Young R, Cottrill E, Pennington Z, Ehresman J, Ahmed AK, Kim T, Jiang B, Lubelski D, Zhu AM, Wright KS, Gavin D. Experience with an enhanced recovery after spine surgery protocol at an academic community hospital. Journal of Neurosurgery: Spine. 2020 Dec 25;34(4):680-7
- In a subset of patients undergoing elective cervical or lumbar procedures, this retrospective single-center study determined that the implementation of an ERASS protocol that addresses the preoperative, intraoperative, and postoperative phases of care, was associated with decreased narcotic use, early hospital discharge, and “safe discharge.” (n=97)
- The patients in the ERASS group had lower POD 1 opiate use than the control group (26 ± 33 vs 42 ± 40 MMEs, p < 0.001. Additionally, patients in the ERASS group had shorter hospitalizations than patients in the control group (51 ± 30 vs 62 ± 49 hours, p = 0.047). On multivariable regression, implementation of the ERASS protocol was independently predictive of lower POD 1 opiate consumption (b = -7.32, p < 0.001).
- The historic controls (n=146) were consecutive patients who underwent elective cervical or lumbar surgery the year prior to ERAS implementation, during a period in which there were no additional system-wide initiatives to reduce opiate consumption or hospital length of stay.
- Soffin EM, Beckman JD, Tseng A, Zhong H, Huang RC, Urban M, Guheen CR, Kim HJ, Cammisa FP, Nejim JA, Schwab FJ. Enhanced recovery after lumbar spine fusion: a randomized controlled trial to assess the quality of patient recovery. Anesthesiology. 2020 Aug 1;133(2):350-63.
- This single-center prospective randomized controlled trial of patients undergoing primary one- or two-level lumbar fusion were grouped between those participating in an enhanced recovery pathway (n=25) versus those receiving “usual care.” (n=26)
- Quality of Recovery-40 scores 3 days after surgery compared to those receiving standard perioperative care (179 ± 14 vs. 170 ± 16; P = 0.041). However, the difference was not deemed to be clinically significant.
- The enhanced recovery protocol includes preoperative patient education on recovery expectations and multimodal analgesia, intraoperative use of propofol, ketamine, and dual antiemetics, and postoperative management with patient-controlled analgesia, scheduled medications, early physical therapy, and deep vein thrombosis prophylaxis to optimize recovery and minimize opioid use.
- Kerolus MG, Yerneni K, Witiw CD, Shelton A, Canar WJ, Daily D, Fontes RB, Deutsch H, Fessler RG, Buvanendran A, O’Toole JE. Enhanced recovery after surgery pathway for single-level minimally invasive transforaminal lumbar interbody fusion decreases length of stay and opioid consumption. Neurosurgery. 2021 Mar 1;88(3):648-57.
- In this single-center retrospective study, patients undergoing a 1-level MIS transforaminal lumbar interbody fusion (MIS TLIF), patients enrolled in an ERAS pathway over a 20-month period (n=87) and compared to those undergoing the same procedure prior to the establishment of the ERAS protocol (n=212).
- This ERAS pathway has shown a substantial decrease in LOS and opioid requirements in the immediate perioperative and postoperative period, but there were no difference in pain scores.
- The ERAS protocol includes elements before, during, and after surgery. The preoperative phase involves medications (i.e. pregabalin and oxycodone) initiated by the anesthesiologist and nursing staff, the intraoperative phase includes focus on general anesthesia, IV acetaminophen, and local anesthetics administered by the surgeon and anesthesia staff, while the postoperative phase features a tailored pain management regimen with acetaminophen, hydrocodone, tramadol, antiemetics, cryotherapy, and early mobilization, alongside multidisciplinary care coordination.
- Ifrach J, Basu R, Joshi DS, Flanders TM, Ozturk AK, Malhotra NR, Pessoa R, Kallan MJ, Maloney E, Welch WC, Ali ZS. Efficacy of an enhanced recovery after surgery (ERAS) pathway in elderly patients undergoing spine and peripheral nerve surgery. Clinical Neurology and Neurosurgery. 2020 Oct 1;197:106115.
- In this single-center retrospective study, elderly patients (65 years of age or older) undergoing spine and peripheral nerve surgery were group into those patients who participated in a newly established ERAS protocol (n=504) over a 19-month period and a historical control that underwent similar surgeries for a 4- month period prior to initiation of an ERAS protocol (n=60).
- In the ERAS group, there was a significant reduction in the use of post-operative opioids at one month (36.2% vs. 71.7%, p < 0.001) and 3 months after surgery (33.0% vs. 80.0%, p < 0.001). The ERAS group showed improved mobilization and ambulation on POD 0 in compliance with our protocol compared to the control group (mobilization: 60.0% vs. 10.0%, p < 0.001; ambulation: 36.1% vs. 10.0%, p < 0.001), with no inpatient falls reported for either group.
- Before surgery, patients received standardized information on the ERAS protocol and care guidelines, with referrals to specialized consultations based on opioid use, sleep apnea risk, glucose levels, and nutritional status, followed by preoperative carbohydrate loading; postoperatively, a multimodal pain regimen was implemented alongside early mobilization, venous thromboembolism prophylaxis, bowel function promotion, and standardized wound care, with most patients discharged with oxycodone and instructed to follow up with their primary care provider within two weeks.
- Garg B, Mehta N, Bansal T, Shekhar S, Khanna P, Baidya DK. Design and implementation of an enhanced recovery after surgery protocol in elective lumbar spine fusion by posterior approach: a retrospective, comparative study. Spine. 2021 Jun 15;46(12):E679-87.
- In this single-center, retrospective cohort, consecutive patients that underwent a 1-3 level lumbar fusion were divided into a pre-ERAS group (n=496) and a post-ERAS group (n=316).
- Patients in the post-ERAS group had a significantly shorter LOS (2.94 vs. 3.68 days; p=.03). The rate of postoperative complications, 60-day readmission, and 60-day reoperation did not differ significantly between the pre-ERAS and post-ERAS groups. The VAS and ODI scores, similar at baseline, were significantly lower in the post-ERAS group (VAS: 49.8 ± 12.0 vs. 44 ± 10.8; p=0.039 --- ODI: 31.6 ± 14.2 vs. 28 ± 12.8; p=0.044) at 4 weeks after surgery. This difference however was not significant at 6 and 12 month follow-up.
- The ERAS protocol begins with comprehensive patient education and optimization of health before surgery, followed by a preemptive analgesia plan, strict infection control measures, intraoperative multimodal pain management, and postoperative early mobilization, all aimed at minimizing opioid use, enhancing recovery, and providing continuous support through telephonic follow-ups and a 24/7 helpline.
- Feng C, Zhang Y, Chong F, Yang M, Liu C, Liu L, Huang C, Huang C, Feng X, Wang X, Chu T. Establishment and implementation of an enhanced recovery after surgery (ERAS) pathway tailored for minimally invasive transforaminal lumbar interbody fusion surgery. World neurosurgery. 2019 Sep 1;129:e317-23.
- In this single-center retrospective study, patients undergoing a 1-level MIS transforaminal lumbar interbody fusion (MIS TLIF), patients enrolled in an ERAS pathway (n=44) compared to those undergoing the same procedure prior to the establishment of the ERAS protocol (n=30).
- The ERAS group demonstrated a shorter length of stay and lower costs compared to the pre-ERAS group, with no significant differences in complication rates, 30-day readmission, or reoperation rates. Additionally, the ERAS group experienced reduced blood loss, operative time, intraoperative fluid infusion, and postoperative drainage.
- The ERAS protocol includes patient education, structured fasting, preemptive analgesia, timely antimicrobial prophylaxis, maintenance of normothermia and normovolemia, tranexamic acid use, local analgesia, multimodal postoperative pain management, early nutrition, and mobilization, all of which were more standardized and proactive compared to their prior conventional practices.
- Debono B, Wainwright TW, Wang MY, Sigmundsson FG, Yang MM, Smid-Nanninga H, Bonnal A, Le Huec JC, Fawcett WJ, Ljungqvist O, Lonjon G. Consensus statement for perioperative care in lumbar spinal fusion: Enhanced Recovery After Surgery (ERAS®) Society recommendations. The Spine Journal. 2021 May 1;21(5):729-52.
- The authors reviewed 256 articles to develop consensus statements for 21 ERAS items, in which 28 recommendations were made.
- Preoperative recommendations for lumbar spine fusion include patient education, smoking and alcohol cessation, nutritional assessment, and minimizing preoperative fasting, while intraoperative recommendations focus on infection control, maintaining normothermia, and using multimodal anesthesia and analgesia techniques. Postoperatively, early oral nutrition is encouraged, and the use of urinary catheters is discouraged for short-segment fusions, with a strong emphasis on individualized surgical techniques and fluid management.
- Multiple studies demonstrates that the successful implementation of ERAS protocols for spine surgery is an inherently multidisciplinary concept, and in fact, surgical techniques do not matter in the overall management.
- Debono B, Corniola MV, Pietton R, Sabatier P, Hamel O, Tessitore E. Benefits of enhanced recovery after surgery for fusion in degenerative spine surgery: impact on outcome, length of stay, and patient satisfaction. Neurosurgical focus. 2019 Apr 1;46(4):E6.
- The authors retrospectively compared patient from two 2-year periods—pre-ERAS (2012–2013) [n=1,920] and post-ERAS (2016–2017) [n=1,563] —across three degenerative conditions requiring fusion: anterior cervical discectomy and fusion (ACDF), anterior lumbar interbody fusion (ALIF), and posterior lumbar fusion.
- The mean LOS was significantly shorter in the post-ERAS group than in the pre-ERAS group for all three conditions. (ALIF: 6.06 ± 1.1 to 3.33 ± 0.8 days; p < 0.001), (ACDF: 3.08 ± 0.9 to 1.3 ± 0.7 days; p < 0.001, and (Posterior Fusion: 6.7 ± 4.8 to 4.8 ± 2.3 days; p < 0.001). There was no significant difference in overall complications between the two periods for the ALIF (11.9% pre-ERAS vs 11.4% post-ERAS, p = 0.86) and ACDF (6.0% vs 8.2%, p = 0.12) cases, but they decreased significantly for lumbar fusions (14.8% vs 10.9%, p = 0.02). Patient satisfaction with overall management, upstream organization of hospitalization, and the use of e-health was high.
- The ERAS protocol includes a dedicated preadmission unit where patients receive briefings and consultations with surgeons, anesthesiologists, and physiotherapists, followed by pre- and postoperative education by ERAS nurses; intraoperative procedures focus on minimally invasive techniques and early recovery strategies, while postoperative care emphasizes multimodal opioid-sparing pain management, rapid discharge planning, and 24/7 follow-up support via phone and a dedicated mobile app.
- Angus M, Jackson K, Smurthwaite G, Carrasco R, Mohammad S, Verma R, Siddique I. The implementation of enhanced recovery after surgery (ERAS) in complex spinal surgery. Journal of Spine Surgery. 2019 Mar;5(1):116.
- This is a single-center, retrospective study that evaluated complex spine patients that were managed under a ERAS pathway over a 2-year period (n=214), and those that cared for during the 3 years leading up to the introduction of the ERAS protocol (n=412).
- The implementation of the ERAS service led to improved patient satisfaction, with 100% of patients reporting satisfaction postoperatively compared to 84% before ERAS, and it was independently associated with this improvement (OR: 2.5, p=0.016); additionally, the average length of stay (LOS) decreased significantly for both degenerative scoliosis and complex fixation patients, with no increase in 30-day readmission rates, while staff reported high satisfaction and positive impacts from the ERAS protocol.
- The ERAS protocol involved utilizing the waiting period for patient optimization through education, therapy, vitamin D optimization, and multidisciplinary team engagement, with comprehensive preoperative planning and perioperative management, including carbohydrate loading, analgesia regimes, and early mobilization; postoperative care follows structured daily goals, and discharge includes close follow-up with the ERAS team.
- Adeyemo EA, Aoun SG, Barrie U, Nguyen ML, Badejo O, Pernik MN, Christian Z, Dosselman LJ, El Ahmadieh TY, Hall K, Reyes VP. Enhanced recovery after surgery reduces postoperative opioid use and 90-day readmission rates after open thoracolumbar fusion for adult degenerative deformity. Neurosurgery. 2021 Feb 1;88(2):295-300
- In this single-center retrospective study, adult patients undergoing open thoraco-lumbar-pelvic fusion for degenerative scoliosis were group into those patients who participated in a newly established ERAS protocol (n=67) and a historical control that underwent similar surgeries prior to initiation of an ERAS protocol (n=57).
- Patients in the ERAS group consumed significantly lower amounts of postoperative opioids (248.05 vs 314.05 MED, P = .04), a lower rate of urinary retention requiring catheterization (5.97% vs 19.3%, P = .024) and of severe constipation (1.49% vs 31.57%, P < .0001), and fewer readmissions after their surgery (2.98% vs 28.07%, P = .0001).
- The ERAS protocol involved comprehensive preoperative care, including behavioral health, smoking cessation, geriatric consultations, and nutritional optimization, intraoperative management with tranexamic acid, epidural analgesia, and strict blood management strategies, and postoperative care focused on early mobilization, multimodal pain control, and minimizing opioid use.
General Enhanced Recovery After Surgery (ERAS)
- Louise C Burgess, Thomas W Wainwright
What Is the Evidence for Early Mobilisation in Elective Spine Surgery? A Narrative Review- Narrative review of evidence for early mobilization after elective spine surgery.
- Results suggest that early mobilization after elective spine surgery may reduce length of stay and complication rates.
- There is also evidence to suggest that early mobilization results in improved patient-reported outcomes and performance-based outcomes.
- Lack of sufficient evidence to determine which early-mobilization protocols are most effective, but mobilization on the day of surgery and ambulation on postop day 1 should be the goals.
- Olle Ljungqvist , Michael Scott , Kenneth C Fearon
Enhanced Recovery After Surgery: A Review- Enhanced Recovery after Surgery (ERAS) entails a multimodal, multidisciplinary approach and implementation of ERAS processes requires a team of surgeons, anesthetists, an ERAS coordinator, and staff from units caring for postoperative surgical patients.
- Evidence-based changes in care guidelines include changing from overnight fasting to carbohydrate drinks 2 hours before surgery, management of fluids to seek balance rather than large volumes of IV fluids, avoidance of or early removal of drains and tubes, early mobilization, and serving of drinks and food the day of the operation.
- ERAS protocols have led to reductions in length of hospital stay by 30% to 50%, complication rates, hospital readmissions, and costs.
- ERAS is an evidence-based care improvement process that can result in major improvements in clinical outcomes and cost.
- Vikram Chakravarthy, Hana Yokoi, Mariel R Manlapaz , Ajit A Krishnaney
Enhanced Recovery in Spine Surgery and Perioperative Pain Management- ERAS is an interdisciplinary, multimodal, evidence-based approach to improving surgical outcomes that has been adapted at multiple institutions for patients undergoing spine surgery.
- Many ERAS protocols have focused on combating the rising rate of opioid consumption in postoperative spine patients.
- Many perioperative pharmacologic and non-pharmacologic interventions have been introduced to reduce postop opioid consumption, decrease hospital length of stay, and improve postop clinical outcomes.
- Future studies should evaluate health care-related quality of life metrics to evaluate for effectiveness of ERAS across various clinical benchmarks.
- Vikram B Chakravarthy, Hana Yokoi, Daniel J Coughlin, Mariel R Manlapaz, Ajit A Krishnaney
Development and implementation of a comprehensive spine surgery enhanced recovery after surgery protocol: the Cleveland Clinic experience- The Cleveland Clinic implemented an ERAS protocol with the primary goal of reducing hospital LOS, reducing postop narcotic use, and decreasing the need for blood transfusions.
- Their ERAS protocol included preoperative optimization benchmarks, individualized perioperative care, and postoperative recovery and mobilization.
- Preliminary data showed reductions in infection and transfusion rates.
- Concluded that the creation of an iterative ERAS protocol is possible, however there are challenges to implementation and compliance and it remains unclear whether or not improved clinical outcomes are a result of improved care or restriction of care to lower risk patients via preoperative benchmark requirements.
- Nicholas Dietz , Mayur Sharma, Shawn Adams, Ahmad Alhourani, Beatrice Ugiliweneza, Dengzhi Wang, Miriam Nuño, Doniel Drazin, Maxwell Boakye
Enhanced Recovery After Surgery (ERAS) for Spine Surgery: A Systematic Review- A systematic review of ERAS for spine surgery was completed using PRISMA guidelines and the PICOS model.
- A total of 19 studies met inclusion criteria and were included in the analysis.
- eduction of length of stay reported in 7 studies, comparative studies between ERAS and non-ERAS showed improved pain scores and opioid consumption but no difference in complications or readmissions, complication rates ranged from 2% to 31.7%, and costs were reduced when ERAS protocols were implemented.
- Authors concluded that ERAS protocols might provide reductions in complications, readmission, length of stay, and opioid use, though the limited cohort of studies available with significant variability between them significantly limits our ability to make definitive conclusions from the available published data.
- Marco Corniola, Bertrand Debono, Holger Joswig, Jean-Michel Lemée, Enrico Tessitore
Enhanced recovery after spine surgery: review of the literature- Literature review of the essential aspects of ERAS in spine surgery.
- Concluded that there is a dearth of published literature about ERAS in spine surgery which significantly weakens any literature review on the topic.
- Concluded that ERAS is a safe and effective tool to reduce overall invasiveness of spine surgery and its related costs.
- However, medico-economical considerations, logistical constraints, and the high variability in healthcare system structures across the nation create significant barriers to successful implementation.
- Further studies are needed to justify an expansion of ERAS in the field of spine surgery.
- Zaed I, Bossi B, Ganau M, Tinterri B, Giordano M, Chibbaro S.
Current state of benefits of Enhanced Recovery After Surgery (ERAS) in spinal surgeries: A systematic review of the literature
Neurochirurgie. 2022 Jan;68(1):61-68. doi: 10.1016/j.neuchi.2021.04.007. Epub 2021 Apr 24. PMID: 33901525- A systematic review of the literature describing the use of ERAS programs for spine surgery in adult patients. 21 of the 827 studies found met the inclusion criteria. The most frequent benefits of ERAS protocols were shorter hospitalisations (n=15), decreased complication rates (n=8), and lower postoperative pain scores (n=4). These benefits were seen in the 3 main categories considered: lumbar spine surgeries, surgeries for correction of scoliosis or deformity, and surgeries of the cervical spine.
The use of ERAS programs could help reduce the number of hospitalizations and complications for certain spinal procedures in a highly selected group of patients.
- A systematic review of the literature describing the use of ERAS programs for spine surgery in adult patients. 21 of the 827 studies found met the inclusion criteria. The most frequent benefits of ERAS protocols were shorter hospitalisations (n=15), decreased complication rates (n=8), and lower postoperative pain scores (n=4). These benefits were seen in the 3 main categories considered: lumbar spine surgeries, surgeries for correction of scoliosis or deformity, and surgeries of the cervical spine.
- Sorour O, Macki M, Tan L.
Enhanced Recovery After Surgery Protocols and Spinal Deformity
Neurosurg Clin N Am. 2023 Oct;34(4):677-687. doi: 10.1016/j.nec.2023.05.003. Epub 2023 Jul 16. PMID: 37718114.- The authors review preoperative, intraoperative, and postoperative considerations for adult spinal deformity. Topics for preoperative management include imaging, hemoglobin A1c levels before spine surgery, osteoporotic management, and prehabilitation. Topics for intraoperative management include antibiotics, liposomal bupivacaine, and Foley catheters. The authors also discuss postoperative questions regarding analgesia, nausea and vomiting, thromboembolic prophylaxis, and early mobilization. Throughout their discussion, the authors incorporate enhanced recovery after surgery protocols to hopefully lead to future discussions regarding optimizing complex spinal patients.
- Angus M, Jackson K, Smurthwaite G, Carrasco R, Mohammad S, Verma R, Siddique I
The implementation of enhanced recovery after surgery (ERAS) in complex spinal surgery
J Spine Surg. 2019 Mar;5(1):116-123. doi: 10.21037/jss.2019.01.07. PMID: 31032446; PMCID: PMC6465461- This paper discusses the implementation of the ERAS protocol in complex spinal deformity surgery and its impact on the three principles of ERAS. Patients undergoing elective surgery for adult deformity correction with a posterior instrumented fusion involving more than one level were included. A total of 214 patients were managed using the pathway. ERAS was independently associated with improved patient satisfaction, Length of stay (LOS), particularly in the degenerative scoliosis population, where the average LOS for the 56 patients undergoing multi-level degenerative scoliosis correction decreased from 11 to 8 days. The 30-day readmission rate dropped from 2.1% to 1.9%. Although this reduction is not statistically significant, it occurred despite the decrease in LOS. This study indicates that ERAS leads to enhanced patient and staff satisfaction, significantly reduces LOS, and results in overall cost savings for the organization when applied within a tertiary center for complex spinal surgery.
- Elsarrag M, Soldozy S, Patel P, Norat P, Sokolowski JD, Park MS, Tvrdik P, Kalani MYS
Enhanced recovery after spine surgery: a systematic review. Neurosurg Focus
2019 Apr 1;46(4):E3. doi: 10.3171/2019.1.FOCUS18700. PMID: 30933920- This systematic review aimed to identify and examine studies investigating the application of formal ERAS programs to patients undergoing spine surgery. Twenty full-text articles were included in the qualitative analysis. Most studies were retrospective reviews of nonrandomized data sets or qualitative investigations lacking formal control groups; there was one protocol for a future randomized controlled trial. Most studies demonstrated reduced lengths of stay and no increase in readmissions or complications after introducing an ERAS pathway. These introductory studies have demonstrated the potential of enhanced-recovery protocols to reduce LOS, accelerate return of function, minimize postoperative pain, and save costs.
- Zhang H, Liu H, Zhang X, Zhao M, Guo D, Bai Y, Qi X, Shi H, Li D
Short-term outcomes of an enhanced recovery after surgery pathway for children with congenital scoliosis undergoing posterior spinal fusion: a case-control study of 70 patients
J Pediatr Orthop B. 2024 May 1;33(3):258-264. doi: 10.1097/BPB.0000000000001105. Epub 2023 Jun- This study aimed to evaluate the effect of ERAS in pediatric patients with congenital scoliosis. Seventy pediatric patients with congenital scoliosis that underwent posterior hemivertebra resection and fusion with pedicle screws were prospectively randomly assigned to the ERAS group (n = 35) and control group (n = 35). ERAS management comprised 15 elements, including a shortened fasting time, optimized anesthesia protocol, and multimodal analgesia. The control group received traditional perioperative management. Clinical outcome was evaluated by hospital stay, surgery-related indicators, diet, pain scores, laboratory tests, and complications. The surgical outcome showed a similar correction rate in the ERAS group (84.0%) and control group (89.0%; P = 0.471). Compared with the control group, the ERAS group had significantly shorter mean times to postoperative hospital stay, first anal exhaust and defecation, significantly lower mean pain scores in the first 2 days postoperatively (P < 0.05), and a significantly lower mean interleukin-6 concentration on postoperative day 1 (P < 0.001). The incidence of complications was similar in the ERAS group and the control group (P > 0.05). The ERAS protocol is effective and safe for pediatric patients with congenital spinal deformity and may significantly improve the treatment efficacy compared with traditional perioperative management methods.
- Poon S, Zhang DA, Bushnell F, Luong V, Barragan E, Raam M, VanSpeyBroeck A, Choi P, Cho R
Pre-Emptive Opioid-Sparing Medication Protocol Decreases Pain and Length of Hospital Stay in Children Undergoing Posterior Spinal Instrumented Fusion for Scoliosis
Iowa Orthop J. 2023;43(1):111-115. PMID: 37383870; PMCID: PMC10296464- This retrospective study describes a novel, pre-emptive, opioid-sparing pediatric pain medication protocol that is started two days before surgery and continued post-operatively until discharge to decrease post-operative pain, improve early mobilization, and decreasing length of hospital stay. Fifty-two patients received standard analgesia before August 2016, and 64 patients after August 2016 received the pre-emptive protocol consisting of a standardized combination of acetaminophen, celecoxib, and gabapentin two days before surgery and continued during their inpatient stay. Scheduled oxycodone and intravenous hydromorphone via patient-controlled analgesia (PCA) were given to both groups equally during the post-operative hospital stay. LOS differed, with a mean of 3.9 days in the pre-emptive group and 4.5 days in the standard analgesia group (p<0.05). Patients in the pre-emptive group recorded significantly lower maximal pain levels than those in the standard analgesia group on post-operative days #1 (4.9 vs. 5.8, p=0.0196), #3 (4.4 vs. 6.1, p=0.0006), and #4 (4.2 vs. 5.4, p=0.0393). Total post-operative morphine equivalents taken did not significantly differ between the two groups. This was a preliminary report demonstrating a significant decrease in maximal pain score and length of stay following PSIF on a cohort of patients receiving a novel pre-emptive opioid-sparing pain medication protocol based on first-order pharmacokinetics.
PREOPERATIVE
Indications and Classification
- Adams AJ, Refakis CA, Flynn JM, Pahys JM, Betz RR, Bastrom TP, Samdani AF, Brusalis CM, Sponseller PD, Cahill PJ. Surgeon and Caregiver Agreement on the Goals and Indications for Scoliosis Surgery in Children With Cerebral Palsy. Spine Deform. 2019 Mar;7(2):304-311. doi: 10.1016/j.jspd.2018.07.004.
- 126 surgeon/caregiver pairs were surveyed to rank surgical indications in neuromuscular scoliosis. The greatest area of agreement was in improving sitting balance(69%) followed by to prevent pulmonary compromise and pain improvement.
- 126 surgeon/caregiver pairs were surveyed to rank surgical indications in neuromuscular scoliosis. The greatest area of agreement was in improving sitting balance(69%) followed by to prevent pulmonary compromise and pain improvement.
- Lenke LG, Betz RR, Harms J, Bridwell KH, Clements DH, Lowe TG, Blanke K. Adolescent idiopathic scoliosis: a new classification to determine extent of spinal arthrodesis. J Bone Joint Surg Am. 2001 Aug;83(8):1169-81.
- The lack of a reliable, universally acceptable system for classification of adolescent idiopathic scoliosis made comparisons between various types of operative treatment an impossible task. This new two-dimensional classification of adolescent idiopathic scoliosis, as tested by two groups of surgeons, was shown to be much more reliable than the King system
- The lack of a reliable, universally acceptable system for classification of adolescent idiopathic scoliosis made comparisons between various types of operative treatment an impossible task. This new two-dimensional classification of adolescent idiopathic scoliosis, as tested by two groups of surgeons, was shown to be much more reliable than the King system
- Watanabe K, Lenke LG, Matsumoto M, Harimaya K, Kim YJ, Hensley M, Stobbs G, Toyama Y, Chiba K. A novel pedicle channel classification describing osseous anatomy: how many thoracic scoliotic pedicles have cancellous channels? Spine (Phila Pa 1976). 2010 Sep 15;35(20):1836-42. doi: 10.1097/BRS.0b013e3181d3cfde.PMID: 20802397
- This study aimed to quantify pedicles in 53 consecutive scoliosis patients according to the pedicle morphology. Pedicles that had a large cancellous channel were labelled as Type A, those with small cancellous channels were Type B, the all “cortical channel” was labelled a Type C, and a Type D pedicle was when the pedicle probe could not locate a channel and hence this was described as a “slit/absent channel”.
- This study aimed to quantify pedicles in 53 consecutive scoliosis patients according to the pedicle morphology. Pedicles that had a large cancellous channel were labelled as Type A, those with small cancellous channels were Type B, the all “cortical channel” was labelled a Type C, and a Type D pedicle was when the pedicle probe could not locate a channel and hence this was described as a “slit/absent channel”.
- Weinstein SL, Dolan LA, Spratt KF, Peterson KK, Spoonamore MJ, Ponseti IV. Health and function of patients with untreated idiopathic scoliosis: a 50-year natural history study. JAMA. 2003 Feb 5;289(5):559-67. doi: 10.1001/jama.289.5.559.PMID: 12578488
- Prospective natural history study of 117 untreated patient at 50-year follow-up, Cwith 62 age- and sex-matched volunteers. An increased risk of shortness of breath was also associated with the combination of a Cobb angle greater than 80 degrees and a thoracic ape. S-six (61%) of 109 patients reported chronic back pain compared with 22 (35%) of 62 controls
- Prospective natural history study of 117 untreated patient at 50-year follow-up, Cwith 62 age- and sex-matched volunteers. An increased risk of shortness of breath was also associated with the combination of a Cobb angle greater than 80 degrees and a thoracic ape. S-six (61%) of 109 patients reported chronic back pain compared with 22 (35%) of 62 controls
- Williams BA, Matsumoto H, McCalla DJ, Akbarnia BA, Blakemore LC, Betz RR, Flynn JM, Johnston CE, McCarthy RE, Roye DP Jr, Skaggs DL, Smith JT, Snyder BD, Sponseller PD, Sturm PF, Thompson GH, Yazici M, Vitale MG. Development and initial validation of the Classification of Early-Onset Scoliosis (C-EOS). J Bone Joint Surg Am. 2014 Aug 20;96(16):1359-67. doi: 10.2106/JBJS.M.00253.
Preoperative Optimization and Risk Assessment
- Boachie-Adjei O, Yagi M, Sacramento-Dominguez C, Akoto H, Cunningham ME, Gupta M, Hess WF, Lonner BS, Ayamga J, Papadopoulos EC, Sanchez-Perez-Grueso F, Pelise F, Paonessa KJ, Kim HJ; FOCOS Spine Research Group. Surgical Risk Stratification Based on Preoperative Risk Factors in Severe Pediatric Spinal Deformity Surgery. Spine Deform. 2014 Sep;2(5):340-349. doi: 10.1016/j.jspd.2014.05.004. Epub 2014 Aug 27.PMID: 27927331
- Retrospective review of consecutive pediatric spine deformity surgeries (n=145) to create a surgical risk classification. Five levels of risk stratification were established based on curve magnitude, etiology, ASA grade, number of fusion levels, preoperative neurologic status, BMI, and type of osteotomies. No single parameters predicted postoperative complications. However, a higher-level score in the classification trended toward increased intraoperative neuromonitoring change and postoperative neurologic risk.
- Retrospective review of consecutive pediatric spine deformity surgeries (n=145) to create a surgical risk classification. Five levels of risk stratification were established based on curve magnitude, etiology, ASA grade, number of fusion levels, preoperative neurologic status, BMI, and type of osteotomies. No single parameters predicted postoperative complications. However, a higher-level score in the classification trended toward increased intraoperative neuromonitoring change and postoperative neurologic risk.
- Luhmann SJ, Smith JC. Preoperative MRSA Screening in Pediatric Spine Surgery: A Helpful Tool or a Waste of Time and Money? Spine Deform. 2016 Jul;4(4):272-276. doi: 10.1016/j.jspd.2015.12.006. Epub 2016 Jun 16.
- Retrospective review from single surgeon spine database (n=339) to assess usefulness of preoperative nasal swab screening for Staphylococcus aureus in pediatric spine surgery patients. MRSA was positive in 6% of patients and MSSA was positive in 16% of patients. In 6.5% of patients, antibiotic resistance to cefazolin or clindamycin was identified. Authors concluded that S. aureus preoperative nasal swab permitted adjustment of perioperative antibiotics in up to 6.5% of patients.
- Retrospective review from single surgeon spine database (n=339) to assess usefulness of preoperative nasal swab screening for Staphylococcus aureus in pediatric spine surgery patients. MRSA was positive in 6% of patients and MSSA was positive in 16% of patients. In 6.5% of patients, antibiotic resistance to cefazolin or clindamycin was identified. Authors concluded that S. aureus preoperative nasal swab permitted adjustment of perioperative antibiotics in up to 6.5% of patients.
- Luhmann SJ, Furdock R. Preoperative Variables Associated With Respiratory Complications After Pediatric Neuromuscular Spine Deformity Surgery. Spine Deform. 2019 Jan;7(1):107-111. doi: 10.1016/j.jspd.2018.05.005.
- Retrospective review from a single surgeon database (n=111) to correlate preoperative variables with the risk of respiratory complications in neuromuscular spine deformity. It showed that any history of pneumonia and presence of a gastrotomy tube correlated with an increased risk of postoperative respiratory complications with both univariate and multivariate analyses. Univariate analysis of low serum transferrin and presence of a tracheostomy were suggestive of increased postoperative respiratory complications.
- Retrospective review from a single surgeon database (n=111) to correlate preoperative variables with the risk of respiratory complications in neuromuscular spine deformity. It showed that any history of pneumonia and presence of a gastrotomy tube correlated with an increased risk of postoperative respiratory complications with both univariate and multivariate analyses. Univariate analysis of low serum transferrin and presence of a tracheostomy were suggestive of increased postoperative respiratory complications.
- Matsumoto H, Campbell M, Minkara A, Roye DP, Garg S, Johnston C, Samdani A, Smith J, Sponseller P, Sturm PF, Vitale M; Children’s Spine Study Group; Growing Spine Study Group.
Paper #45: Development of a Risk Severity Score (RSS) Predicting Surgical Site Infection in Early Onset Scoliosis: Identifying High-Risk Patients. Spine Deform. 2017 Nov;5(6):464-465. doi: 10.1016/j.jspd.2017.09.048.PMID: 31997165- Multicenter retrospective cohort study of early onset scoliosis patients (n=1,168) undergoing spine deformity surgery. A Risk Severity Score was developed to quantify the risk for surgical site infection. The model predicted 3.3% probability of SSI in patients with no risk factors and 68.4% probably in patients with myelomeningocele, GI, endocrine, and pulmonary comorbidities, developmental delay, urinary incontinence, and VP shunt.
- Multicenter retrospective cohort study of early onset scoliosis patients (n=1,168) undergoing spine deformity surgery. A Risk Severity Score was developed to quantify the risk for surgical site infection. The model predicted 3.3% probability of SSI in patients with no risk factors and 68.4% probably in patients with myelomeningocele, GI, endocrine, and pulmonary comorbidities, developmental delay, urinary incontinence, and VP shunt.
- Mistovich RJ, Jacobs LJ, Campbell RM, Spiegel DA, Flynn JM, Baldwin KD. Infection Control in Pediatric Spinal Deformity Surgery: A Systematic and Critical Analysis Review. JBJS Rev. 2017 May;5(5):e3. doi: 10.2106/JBJS.RVW.16.00071.
- Review article. The authors reviewed 167 studies related to risk factors and interventions for reducing surgical site infections in pediatric spine deformity surgery. Articles were stratified by diagnosis type (AIS, EOS, neuromuscular) and level of evidence. Preventative strategy topics included use of intrawound antibiotics, preparation and irrigation, dressings, intravenous antibiotics, wound closure, implants, drains, bone graft, dual attending surgery, and pelvic fixation. Modifiable risk factors reviewed consisted of obesity, hypothermia, duration of surgery, incontinence, and malnutrition.
- Review article. The authors reviewed 167 studies related to risk factors and interventions for reducing surgical site infections in pediatric spine deformity surgery. Articles were stratified by diagnosis type (AIS, EOS, neuromuscular) and level of evidence. Preventative strategy topics included use of intrawound antibiotics, preparation and irrigation, dressings, intravenous antibiotics, wound closure, implants, drains, bone graft, dual attending surgery, and pelvic fixation. Modifiable risk factors reviewed consisted of obesity, hypothermia, duration of surgery, incontinence, and malnutrition.
- Miyanji F, Slobogean GP, Samdani AF, Betz RR, Reilly CW, Slobogean BL, Newton PO. Is larger scoliosis curve magnitude associated with increased perioperative health-care resource utilization?: a multicenter analysis of 325 adolescent idiopathic scoliosis curves. J Bone Joint Surg Am. 2012 May 2;94(9):809-13. doi:10.2106/JBJS.J.01682.PMID: 22552670
- 325 patients from a multicentre, surgical AIS database were analyzed and the authors found that larger curves were associated with increased utilization of perioperative health-care resources, namely OR time (significant increase), greater number of levels fused, and for every 10 degree increase in curve size, there was a 1.5 times higher odds of receiving a blood transfusion.
- 325 patients from a multicentre, surgical AIS database were analyzed and the authors found that larger curves were associated with increased utilization of perioperative health-care resources, namely OR time (significant increase), greater number of levels fused, and for every 10 degree increase in curve size, there was a 1.5 times higher odds of receiving a blood transfusion.
- O'Brien MF, Lenke LG, Bridwell KH, Blanke K, Baldus C. Preoperative spinal canal investigation in adolescent idiopathic scoliosis curves > or = 70 degrees. Spine (Phila Pa 1976) 1994 Jul 15;19(14):1606-10. doi: 10.1097/00007632-199407001-00009.
- Prospective study of AIS patients (n=33) with curve > 70 degrees to assess for presence of spinal cord anomalies. CT scan (n=3) or MRI (n=30) showed no neurologic abnormalities in any patients, and all patients were treated surgically without any neurologic sequelae. Authors concluded preoperative investigation of the neural axis is not mandatory for large, typical AIS curves.
- Prospective study of AIS patients (n=33) with curve > 70 degrees to assess for presence of spinal cord anomalies. CT scan (n=3) or MRI (n=30) showed no neurologic abnormalities in any patients, and all patients were treated surgically without any neurologic sequelae. Authors concluded preoperative investigation of the neural axis is not mandatory for large, typical AIS curves.
- Sedra F, Shafafy R, Sadek AR, Aftab S, Montgomery A, Nadarajah R. Perioperative Optimization of Patients With Neuromuscular Disorders Undergoing Scoliosis Corrective Surgery: A Multidisciplinary Team Approach. Global Spine J. 2021 Mar;11(2):240-248. doi: 10.1177/2192568220901692. Epub 2020 Feb 13.
- Review article. Describes a multidisciplinary approach to optimize patients with neuromuscular disease undergoing scoliosis surgery as it relates to pulmonary, gastrointestinal, nutritional, cardiac, genitourinary, and wound complications, blood loss during surgery, and neurologic injury.
- Review article. Describes a multidisciplinary approach to optimize patients with neuromuscular disease undergoing scoliosis surgery as it relates to pulmonary, gastrointestinal, nutritional, cardiac, genitourinary, and wound complications, blood loss during surgery, and neurologic injury.
- White KK, Bompadre V, Krengel WF, Redding GJ; Pediatric Spine Study Group. Low Preoperative Lung Functions in Children With Early Onset Scoliosis Predict Postoperative Length of Stay. J Pediatr Orthop. 2021 Apr 1;41(4):e316-e320
- Prospective data collection from a multicenter registry. Evaluated preoperative lung function studies in Children with EOS (n=525) to correlate with length of hospital stay following growth friendly or definitive spine fusion surgeries. Only preoperative FVC < 50% predicted was associated with increased risk of postoperative length of stay > 7 days.
- Prospective data collection from a multicenter registry. Evaluated preoperative lung function studies in Children with EOS (n=525) to correlate with length of hospital stay following growth friendly or definitive spine fusion surgeries. Only preoperative FVC < 50% predicted was associated with increased risk of postoperative length of stay > 7 days.
Pre-operative Planning and Level Selection
- Baghdadi S, Cahill P, Anari J, Flynn JM, Upasani V, Bachmann K, Jain A, Baldwin K; Harms Study Group. Evidence Behind Upper Instrumented Vertebra Selection in Adolescent Idiopathic Scoliosis: A Systematic and Critical Analysis Review. JBJS Rev. 2021 Sep 9;9(9). doi: 10.2106/JBJS.RVW.20.00255.
- The authors conducted a systematic review to appraise various recommendations with regards to Upper Instrumented Vertebra (UIV) selection in Adolescent Idiopathic Scoliosis. Current guidelines for selection of UIV is still mostly inconclusive with mixed/ low-level evidence.
- The authors conducted a systematic review to appraise various recommendations with regards to Upper Instrumented Vertebra (UIV) selection in Adolescent Idiopathic Scoliosis. Current guidelines for selection of UIV is still mostly inconclusive with mixed/ low-level evidence.
- Beauchamp EC, Lenke LG, Cerpa M, Newton PO, Kelly MP, Blanke KM; Harms Study Group Investigators. Selecting the "Touched Vertebra" as the Lowest Instrumented Vertebra in Patients with Lenke Type-1 and 2 Curves: Radiographic Results After a Minimum 5-Year Follow-up. J Bone Joint Surg Am. 2020 Nov 18;102(22):1966-1973. doi: 10.2106/JBJS.19.01485.PMID: 32804885
- The authors reviewed a multicenter database and analyzed the data of 299 Lenke 1 and 2 patients (minimum follow-up of 5 years. The authors recommended fusion to the ‘Touched Vertebra” (TV) for Lenke 1 and 2 curves. Patients with ‘A’ Lumbar Modifier who had fusion cephalad to the TV were at higher risk of Lower Instrumented Vertebra (LIV) translation with risk of poorer long term outcome.
- The authors reviewed a multicenter database and analyzed the data of 299 Lenke 1 and 2 patients (minimum follow-up of 5 years. The authors recommended fusion to the ‘Touched Vertebra” (TV) for Lenke 1 and 2 curves. Patients with ‘A’ Lumbar Modifier who had fusion cephalad to the TV were at higher risk of Lower Instrumented Vertebra (LIV) translation with risk of poorer long term outcome.
- Chan CM, Swindell HW, Matsumoto H, Park HY, Hyman JE, Vitale MG, Roye DP Jr, Roye BD. Effect of Preoperative Indications Conference on Procedural Planning for Treatment of Scoliosis. Spine Deform. 2016 Jan;4(1):27-32. doi: 10.1016/j.jspd.2015.05.003. Epub 2015 Dec 23.
- The authors evaluated the effect of preoperative indications conference on the surgical plan in 107 scoliosis surgeries. Change in surgical plan occurred in 28% of index surgeries and 8% of revision surgeries. Index surgeries for AIS/JIS patients were the most likely to be influenced by preoperative indications conference.
- The authors evaluated the effect of preoperative indications conference on the surgical plan in 107 scoliosis surgeries. Change in surgical plan occurred in 28% of index surgeries and 8% of revision surgeries. Index surgeries for AIS/JIS patients were the most likely to be influenced by preoperative indications conference.
- Marciano G, Ball J, Matsumoto H, Roye B, Lenke L, Newton P, Vitale M; Harms Study Group. Including the stable sagittal vertebra in the fusion for adolescent idiopathic scoliosis reduces the risk of distal junctional kyphosis in Lenke 1-3 B and C curves. Spine Deform. 2021 May;9(3):733-741. doi: 10.1007/s43390-020-00259-2. Epub 2021 Jan 5.
- In this retrospective multicenter cohort study, the authors reviewed 856 AIS patients, 114 patients of which had discordant Coronal Last Touched Vertebra (c-LTV) and Sagittal Stable Vertebra (SSV). Among the 114 patients, patients with Lenke 1-3 with B/C Lumbar Modifier who were fused short of the SSV were 9 times more likely to develop distal junctional kyphosis.(DJK) However, those who were fused short of the SSV but did not develop DJ had better patient reported outcome measures.
- In this retrospective multicenter cohort study, the authors reviewed 856 AIS patients, 114 patients of which had discordant Coronal Last Touched Vertebra (c-LTV) and Sagittal Stable Vertebra (SSV). Among the 114 patients, patients with Lenke 1-3 with B/C Lumbar Modifier who were fused short of the SSV were 9 times more likely to develop distal junctional kyphosis.(DJK) However, those who were fused short of the SSV but did not develop DJ had better patient reported outcome measures.
- Medrriman M, Hu C, Noyes K, Sanders J. Selection of the Lowest Level for Fusion in Adolescent Idiopathic Scoliosis-A Systematic Review and Meta-Analysis. Spine Deform. 2015 Mar;3(2):128-135. doi: 10.1016/j.jspd.2014.06.010. Epub 2015 Mar 4.
- In this systematic review and meta-analysis to analyse the association between the lowest level of fusion to the occurrence of back pain following surgery. 8 retrospective studies were included in the analysis. Although there was a trend towards more back with fusion to L4 or L5 compared to L3 and cephalad, the association was not statistically significant. Therefore, the effect of distal level of fusion on post-oeprative low back pain is still not known.
- In this systematic review and meta-analysis to analyse the association between the lowest level of fusion to the occurrence of back pain following surgery. 8 retrospective studies were included in the analysis. Although there was a trend towards more back with fusion to L4 or L5 compared to L3 and cephalad, the association was not statistically significant. Therefore, the effect of distal level of fusion on post-oeprative low back pain is still not known.
- Miyanji F, Newton PO, Perry A, Vanvalin S, Pawlek J. Is the lumbar modifier useful in surgical decision making?: defining two distinct Lenke 1A curve patterns. Spine Nov 33(23):2545 – 51,2008.
- 93 patients with Lenke 1A and 1B curves and 2 year f/u were analyzed. Lenke 1A curves were subdivide into 1A-L and 1A-R depending on the tilt of L4 (1A-L, L4 tilted to left and 1A-R, L4 tilted to right). Those that had L4 tilted to the left (1A-L) behaved like Lenke 1B curves with a similar location of the stable vertebrae and a median LIV of T12. Lenke 1A-R had more distal stable vertebrae (L3 and L4) with significant more distal median LIV of L2. The authors propose that the A and B lumbar modifier for Lenke 1 curves does not describe distinct curve types within Lenke 1curve types and propose a subdivision of Lenke 1A curves into 1A-R and 1A-L, depending on the tilt of L4.
- 93 patients with Lenke 1A and 1B curves and 2 year f/u were analyzed. Lenke 1A curves were subdivide into 1A-L and 1A-R depending on the tilt of L4 (1A-L, L4 tilted to left and 1A-R, L4 tilted to right). Those that had L4 tilted to the left (1A-L) behaved like Lenke 1B curves with a similar location of the stable vertebrae and a median LIV of T12. Lenke 1A-R had more distal stable vertebrae (L3 and L4) with significant more distal median LIV of L2. The authors propose that the A and B lumbar modifier for Lenke 1 curves does not describe distinct curve types within Lenke 1curve types and propose a subdivision of Lenke 1A curves into 1A-R and 1A-L, depending on the tilt of L4.
- Sardar ZM, Ames RJ, Lenke L. Scheuermann's Kyphosis: Diagnosis, Management, and Selecting Fusion Levels. J Am Acad Orthop Surg. 2019 May 15;27(10):e462-e472. doi: 10.5435/JAAOS-D-17-00748.PMID: 30407981. Review article.
- In this review article, the diagnosis, management and selection of fusion levels were discussed. Surgical indication included curved that has progressed beyond 70 degrees. There is a trend towards an all posterior approach for surgery. Upper instrumented vertebrae should include at least the upper end vertebrae but a more proximal UIV selection could reduce the risk of proximal junctional kyphosis. The authors recommended inclusion of the sagittal stable vertebrae in the fusion block to reduce the risk of distal junctional kyphosis.
- In this review article, the diagnosis, management and selection of fusion levels were discussed. Surgical indication included curved that has progressed beyond 70 degrees. There is a trend towards an all posterior approach for surgery. Upper instrumented vertebrae should include at least the upper end vertebrae but a more proximal UIV selection could reduce the risk of proximal junctional kyphosis. The authors recommended inclusion of the sagittal stable vertebrae in the fusion block to reduce the risk of distal junctional kyphosis.
- Shao X, Sui W, Deng Y, Yang J, Chen J, Yang J. How to select the lowest instrumented vertebra in Lenke 5/6 adolescent idiopathic scoliosis patients with derotation technique. Eur Spine J. 2022 Apr;31(4):996-1005. doi: 10.1007/s00586-021-07040-7. Epub 2021 Nov 6.
- The authors reported the outcome of 53 Lenke 5/6 patients in this retrospective study. The criteria for LIV selection were most cephalad vertebra touched by CSVL, Vertebra with grade 2 or less rotation, and vertebra with lowest instrumented vertebra disc angle that can be reversed on lateral bending. Utilising this selection criteria, at minimum 2 years follow up the incidence of adding on phenomenon and coronal decompensation was 3.8% respectively.
- The authors reported the outcome of 53 Lenke 5/6 patients in this retrospective study. The criteria for LIV selection were most cephalad vertebra touched by CSVL, Vertebra with grade 2 or less rotation, and vertebra with lowest instrumented vertebra disc angle that can be reversed on lateral bending. Utilising this selection criteria, at minimum 2 years follow up the incidence of adding on phenomenon and coronal decompensation was 3.8% respectively.
- Toll BJ, Gandhi SV, Amanullah A, Samdani AF, Janjua MB, Kong Q, Pahys JM, Hwang SW. Risk Factors for Proximal Junctional Kyphosis Following Surgical Deformity Correction in Pediatric Neuromuscular Scoliosis. Spine (Phila Pa 1976). 2021 Feb 1;46(3):169-174. doi: 10.1097/BRS.0000000000003755.
- In this single center retrospective study, 60 pediatric neuromusuclar scoliosis patients were included in the analysis. The incidence of Proximal Junctional Kyphosis (PJK) was 27% and Proximal Junctional Failure (PJF) was 7%. Risk factors for PJK included pre-operative halo-gravity traction, greater C2 sagittal translation, loss of primary curve correction and smaller pre-operative proximal kyphosis.
- In this single center retrospective study, 60 pediatric neuromusuclar scoliosis patients were included in the analysis. The incidence of Proximal Junctional Kyphosis (PJK) was 27% and Proximal Junctional Failure (PJF) was 7%. Risk factors for PJK included pre-operative halo-gravity traction, greater C2 sagittal translation, loss of primary curve correction and smaller pre-operative proximal kyphosis.
- Yang J, Andras LM, Broom AM, Gonsalves NR, Barrett KK, Georgiadis AG, Flynn JM, Tolo VT, Skaggs DL. Preventing Distal Junctional Kyphosis by Applying the Stable Sagittal Vertebra Concept to Selective Thoracic Fusion in Adolescent Idiopathic Scoliosis. Spine Deform. 2018 Jan;6(1):38-42. doi: 10.1016/j.jspd.2017.06.007.
- The authors conducted a retrospective review of data obtained from two centers to analyze the importance of the Sagittal Stable Vertebra(SSV) in prevention of distal junctional (DJK) in Adolescent Idiopathic Scoliosis (AIS) patients who underwent selective thoracic fusion (STF). Among the 113 patients, the rate of DJK was 17% (LIV cephalad to SSV) vs. 0% (LIV at SSV or distal to it). Selection of LIV at or distal to SSV would minimise risk of DJK.
- The authors conducted a retrospective review of data obtained from two centers to analyze the importance of the Sagittal Stable Vertebra(SSV) in prevention of distal junctional (DJK) in Adolescent Idiopathic Scoliosis (AIS) patients who underwent selective thoracic fusion (STF). Among the 113 patients, the rate of DJK was 17% (LIV cephalad to SSV) vs. 0% (LIV at SSV or distal to it). Selection of LIV at or distal to SSV would minimise risk of DJK.
Teams
- Berry JG, Glaspy T, Eagan B, Singer S, Glader L, Emara N, Cox J, Glotzbecker M, Crofton C, Ward E, Leahy I, Salem J, Troy M, O'Neill M, Johnson C, Ferrari L. Pediatric complex care and surgery comanagement: Preparation for spinal fusion. J Child Health Care. 2020 Sep;24(3):402-410. doi: 10.1177/1367493519864741. Epub 2019 Jul 30.
- Study looking at the impact of preoperative comanagement with complex care pediatricians (CCP) on patients with neuromuscular scoliosis undergoing spinal fusion. The study found that those children who had involvement of the CCP team had fewer last minute coordination activities for surgical clearance, and fewer had last minute changes to preoperative plans. Study was done at a large tertiary referral children’s hospital.
- Study looking at the impact of preoperative comanagement with complex care pediatricians (CCP) on patients with neuromuscular scoliosis undergoing spinal fusion. The study found that those children who had involvement of the CCP team had fewer last minute coordination activities for surgical clearance, and fewer had last minute changes to preoperative plans. Study was done at a large tertiary referral children’s hospital.
- Flynn JM, Striano BM, Muhly WT, Kraus B, Sankar WN, Mehta V, Blum M, DeZayas B, Feldman J, Keren R. A Dedicated Pediatric Spine Deformity Team Significantly Reduces Surgical Time and Cost. J Bone Joint Surg Am. 2018 Sep 19;100(18):1574-1580. doi: 10.2106/JBJS.17.01584.PMID: 3023462.
- Retrospective analysis comparing dedicated OR teams made up a small group of anesthesiologists, CRNA’s, OR nurses and technicians (Dedicated Team) with PSF without dedicated teams in a large hospital setting. Cases were categorized as I (<12 levels fused, no osteotomies, and a BMI < 25 kg/m2, or II (>= 12 levels fused and or >= 1 osteotomy and/or a BMI >= 25 kg/m2 . Standardized protocols were developed and implemented. Neuromuscular and more complex cases were excluded from analysis. There was almost a 1-2 hour improvement in OR time, and a cost savings in cases where dedicated teams were used.
- Retrospective analysis comparing dedicated OR teams made up a small group of anesthesiologists, CRNA’s, OR nurses and technicians (Dedicated Team) with PSF without dedicated teams in a large hospital setting. Cases were categorized as I (<12 levels fused, no osteotomies, and a BMI < 25 kg/m2, or II (>= 12 levels fused and or >= 1 osteotomy and/or a BMI >= 25 kg/m2 . Standardized protocols were developed and implemented. Neuromuscular and more complex cases were excluded from analysis. There was almost a 1-2 hour improvement in OR time, and a cost savings in cases where dedicated teams were used.
- Miyanji F, Greer B, Desai S, Choi J, Mok J, Nitikman M, Morrison A. Improving quality and safety in paediatric spinal surgery: the team approach. Bone Joint J. 2018 Apr 1;100-B(4):493-498. doi: 10.1302/0301-620X.100B4.BJJ-2017-1202.R1.
- A retrospective consecutive case control study of spine surgeries lasting > 120 minutes of one surgeon before and after the implementation of a paediatric spinal surgical team (PSST) made up of a homogenous group of OR nurses, anesthitists, and IONM technician. There were significant improvements in operating room time, length of stay, blood loss, and allogenic blood transfusion in the group with a PSST. Complications were also higher in the pre PSST group compared to those patients with the PSST. There was a 2.4 times increased risk of surgical site infection in the pre PSST group. Of note surgeon experience (which was greater in the PSST group) may have had a confounding effect on the results.
