Spine Surgery
Spine Surgery
What Do You Need to Know?
- ACDF is the workhorse for 1–2 level cervical disc herniation causing radiculopathy or myelopathy; posterior approaches (laminectomy/laminoplasty) are preferred for ≥3 levels
- Cauda equina syndrome is a surgical emergency — bilateral leg pain/weakness, saddle anesthesia, urinary retention; decompression ideally within 24 hours
- Cervical myelopathy: surgery indicated for moderate-severe disease (mJOA <15) or progressive deficits; approach dictated by number of levels and alignment
- Fusion indications: instability, spondylolisthesis, deformity correction, post-tumor resection; avoid unnecessary fusion (risk of adjacent segment disease)
- Metastatic cord compression: NOMS framework guides management; Patchell trial showed surgery + RT superior to RT alone for single-level compression
- SPORT trial: surgery for lumbar disc herniation provides faster improvement but long-term outcomes converge with conservative treatment
Anterior vs. Posterior Approach
Decision Framework
- Key principle: approach from the direction of the compressive pathology
- Anterior compression (disc herniation, osteophyte, vertebral body pathology) → anterior approach
- Posterior compression (ligamentum flavum hypertrophy, facet overgrowth, multilevel stenosis) → posterior approach
- Circumferential compression: may require combined or staged approach
- Other factors: number of levels, sagittal alignment (lordosis vs. kyphosis), prior surgery, medical comorbidities
Cervical Spine Approaches
| Approach | Procedure | Indications | Key Points |
|---|---|---|---|
| Anterior | ACDF (Anterior Cervical Discectomy & Fusion) | 1–2 level disc herniation, cervical radiculopathy/myelopathy from anterior compression | Most commonly performed cervical spine surgery; removes disc + fuses adjacent vertebrae with graft/plate; Smith-Robinson approach |
| Anterior | Cervical corpectomy | Vertebral body pathology, retrovertebral disc, OPLL spanning disc space, tumor | Removes entire vertebral body + adjacent discs; higher pseudarthrosis rate than ACDF |
| Anterior | Cervical disc replacement (arthroplasty) | Single/two-level cervical disease in appropriate candidate | Preserves motion; may reduce adjacent segment disease; contraindicated if facet arthropathy, instability, or ossification |
| Posterior | Laminectomy + fusion | ≥3 level cervical stenosis; any alignment | Wide decompression; requires fusion with lateral mass or pedicle screws to prevent post-laminectomy kyphosis |
| Posterior | Laminoplasty | ≥3 level cervical stenosis; preserved lordosis required | Expands canal without removing lamina (open-door or French-door technique); preserves motion; NOT for kyphotic spines |
Lumbar Spine Approaches
| Approach | Procedure | Key Features |
|---|---|---|
| Posterior | PLIF (Posterior Lumbar Interbody Fusion) | Bilateral approach through the spinal canal; higher retraction of neural elements; good for central pathology |
| Posterior | TLIF (Transforaminal Lumbar Interbody Fusion) | Unilateral approach through the foramen; less neural retraction than PLIF; most popular lumbar fusion technique |
| Lateral | LLIF/XLIF (Lateral/Extreme Lateral Interbody Fusion) | Traverses psoas muscle; risk of lumbar plexus injury; cannot access L5–S1 (iliac crest blocks access); good for coronal deformity correction |
| Anterior | ALIF (Anterior Lumbar Interbody Fusion) | Retroperitoneal or transperitoneal approach; best access to L5–S1; risk of vascular injury (iliac vessels), retrograde ejaculation in males |
ACDF Complications
- Recurrent laryngeal nerve injury: hoarseness; more common with right-sided approach (due to nerve course variability); transient in most cases
- Dysphagia: most common complication (up to 50% transient); usually resolves within weeks
- Esophageal perforation: rare but serious
- Vertebral artery injury: rare; risk with far-lateral dissection
- Adjacent segment disease: long-term degeneration above/below the fusion
💎 Board Pearl
- ACDF is the most commonly performed cervical spine surgery and the first-line surgical option for 1–2 level anterior cervical pathology
- Laminoplasty requires preserved cervical lordosis — it will not work in kyphotic spines because the cord cannot drift posteriorly away from anterior compression
- LLIF/XLIF cannot access L5–S1 due to the iliac crest; ALIF is preferred for this level
- Right-sided ACDF approach has a slightly higher risk of recurrent laryngeal nerve palsy because the right RLN does not loop under the aortic arch and has a more variable course
Fusion vs. Non-Fusion
When to Fuse
| Indication for Fusion | Rationale | Example |
|---|---|---|
| Instability | Abnormal motion compromises neural elements | Spondylolisthesis, post-traumatic instability, rheumatoid atlantoaxial subluxation |
| Deformity correction | Maintain corrected alignment | Kyphosis correction, scoliosis surgery |
| Post-tumor resection | Loss of structural support after vertebral body resection | Corpectomy for metastatic disease |
| Multilevel decompression | Risk of post-laminectomy kyphosis | Cervical laminectomy ≥3 levels → add lateral mass/pedicle screw fixation |
| Recurrent disc herniation | Failed prior decompression alone | Repeat surgery at same level |
When NOT to Fuse
- Simple lumbar disc herniation: discectomy/microdiscectomy alone is sufficient
- Single-level lumbar laminectomy: no evidence of benefit from adding fusion if spine is stable
- No instability on flexion/extension imaging
- Laminoplasty: inherently motion-preserving; does not require fusion
Instrumentation
- Pedicle screws: strongest posterior fixation point; placed through vertebral pedicle into body; used with rods for posterior stabilization
- Lateral mass screws: used in subaxial cervical spine (C3–C6) where pedicles are too small for pedicle screws
- Interbody cages: structural spacer placed in disc space; filled with bone graft; restores disc height and provides anterior column support
- Bone graft options: autograft (iliac crest — gold standard), allograft, BMP-2 (bone morphogenetic protein); BMP-2 has complications including heterotopic ossification and swelling
Adjacent Segment Disease (ASD)
- Accelerated degeneration of levels adjacent to a fusion due to increased biomechanical stress
- Radiographic changes in up to 25–30% at 10 years; symptomatic ASD in ~10%
- More common with longer fusion constructs and multilevel fusions
- Motion preservation (disc arthroplasty, laminoplasty) may reduce ASD risk — theoretical benefit, long-term data still accumulating
💎 Board Pearl
- Adjacent segment disease is the major long-term consequence of spinal fusion — levels above and below the fusion bear increased mechanical stress
- Cervical laminectomy without fusion in ≥3 levels risks post-laminectomy kyphosis — always consider adding posterior fixation
- Fusion is NOT needed for a simple, first-time lumbar microdiscectomy with a stable spine
Cauda Equina Syndrome — Emergency Decompression
Clinical Presentation
- Classic triad: bilateral lower extremity weakness/pain, saddle anesthesia (S2–S5), bladder dysfunction
- Red flags requiring urgent imaging:
- Bilateral sciatica (especially new onset)
- Saddle anesthesia or perineal numbness
- Urinary retention (most consistent finding) with overflow incontinence
- Decreased rectal tone / fecal incontinence
- Progressive bilateral leg weakness
- Sexual dysfunction (new onset)
- Most common cause: large central lumbar disc herniation (most often L4–L5 or L5–S1)
- Other causes: spinal epidural abscess, epidural hematoma, tumor, spinal stenosis, post-surgical
Incomplete vs. Complete CES
| Type | Definition | Prognosis |
|---|---|---|
| CES-Incomplete (CES-I) | Urinary difficulties (urgency, poor stream, straining) but ability to void present | Better outcomes; higher chance of bladder recovery if decompressed early |
| CES-Retention (CES-R) | Painless urinary retention with overflow incontinence; atonic bladder | Worse prognosis; lower rate of full bladder recovery even with prompt surgery |
Diagnosis
- MRI is the study of choice — demonstrates level and cause of compression
- CT myelogram if MRI contraindicated
- Post-void residual >200 mL supports diagnosis in equivocal cases
- Do NOT delay imaging for urodynamics or EMG
Surgical Timing
- Surgical emergency: decompression ideally within 24 hours of symptom onset
- Earlier surgery (<24 hours) associated with better neurological and bladder outcomes in most studies
- Surgery within 24–48 hours is still beneficial; outcomes decline significantly after 48 hours
- CES-I → CES-R conversion can occur rapidly — argue for earliest possible decompression to prevent progression
- Standard procedure: wide laminectomy with discectomy at the affected level
Clinical Pearl
- Urinary retention is the most reliable sign of cauda equina syndrome — always check a post-void residual in patients with acute back pain and bilateral leg symptoms
- A patient with back pain, bilateral sciatica, and new urinary symptoms needs an emergent MRI — do not wait for outpatient workup
💎 Board Pearl
- Cauda equina syndrome = surgical emergency; decompression within 24 hours is the goal; CES-Incomplete has better prognosis than CES-Retention
- Most common cause: large central lumbar disc herniation at L4–L5 or L5–S1
- MRI is the study of choice — never delay imaging in suspected CES
- Bladder function recovery correlates most strongly with preoperative bladder status (incomplete > retention) and timing of surgery
Cervical Myelopathy
Definition & Pathophysiology
- Cervical spondylotic myelopathy (CSM): most common cause of spinal cord dysfunction in adults >55 years
- Chronic compression of the cervical spinal cord from degenerative changes: disc herniation, osteophyte formation, ligamentum flavum hypertrophy, OPLL
- Cord compression → demyelination → axonal loss → gliosis; often irreversible once established
- Cord signal change on T2 MRI indicates myelomalacia/gliosis; T1 hypointensity = worse prognosis
Clinical Features
- Gait dysfunction (broad-based, spastic); often the earliest motor finding
- Hand clumsiness / loss of fine motor dexterity (myelopathy hand — grip-and-release test; finger escape sign)
- Upper motor neuron signs: hyperreflexia, Hoffman sign, clonus, Babinski, spastic tone
- Lhermitte sign (electric shock sensation with neck flexion)
- Sensory changes: numbness, paresthesias in hands; posterior column dysfunction
- Bowel/bladder dysfunction: late finding indicating severe myelopathy
Modified Japanese Orthopaedic Association (mJOA) Score
| Severity | mJOA Score | Management |
|---|---|---|
| Mild | ≥15 (out of 18) | Non-operative monitoring with serial exams + MRI; surgery if progression |
| Moderate | 12–14 | Surgical decompression recommended |
| Severe | <12 | Surgical decompression strongly recommended; outcomes worse than moderate but still beneficial |
Surgical Approach Selection
| Scenario | Preferred Approach | Rationale |
|---|---|---|
| 1–2 level anterior compression | ACDF | Directly addresses anterior pathology; high fusion rate |
| ≥3 levels, preserved lordosis | Laminoplasty | Motion-preserving; canal expansion; lower ASD risk |
| ≥3 levels, kyphotic or neutral | Laminectomy + posterior fusion | Laminoplasty contraindicated in kyphosis; fusion prevents progression |
| ≥3 levels with significant anterior compression | Combined anterior-posterior or staged | Anterior corpectomy + posterior stabilization for circumferential disease |
| OPLL (ossification of PLL) | Posterior if <60% canal; anterior if focal | Anterior approach risks CSF leak with OPLL adherent to dura |
Key Considerations
- Natural history: CSM is generally progressive; stepwise deterioration is the most common pattern; rarely improves spontaneously
- Earlier surgery = better outcomes: patients with shorter symptom duration and less cord damage have better surgical results
- Collar immobilization does not treat myelopathy; used only for temporary stabilization in trauma or post-operatively
💎 Board Pearl
- mJOA <15 = surgery; mJOA ≥15 = reasonable to observe if stable, but counsel that CSM rarely improves spontaneously
- T2 hyperintensity in the cord = myelomalacia/gliosis; additional T1 hypointensity = worse prognosis and more advanced disease
- Hoffman sign (thumb/index finger flexion with flicking middle finger DIP) is one of the most sensitive clinical signs of cervical myelopathy
- OPLL is more common in East Asian populations; posterior approach preferred if ≥60% canal compromise to avoid dural tear with anterior approach
Spinal Cord Compression — Metastatic Disease
Epidemiology & Presentation
- Metastatic epidural spinal cord compression (MESCC) occurs in 5–10% of cancer patients
- Most common primary tumors: lung, breast, prostate, renal cell, multiple myeloma
- Thoracic spine is the most common location (~60%), followed by lumbar and cervical
- Back pain is the earliest and most common symptom (>90%); precedes neurologic deficits by weeks to months
- Progressive weakness, sensory level, bowel/bladder dysfunction indicate cord compression
NOMS Decision Framework
| Component | Assessment | Implications |
|---|---|---|
| N — Neurologic | ASIA scale; radiculopathy vs. myelopathy; functional status | High-grade cord compression with neurologic deficit → urgent surgical consideration |
| O — Oncologic | Tumor histology and radiosensitivity | Radiosensitive (lymphoma, myeloma, seminoma, small cell) → radiation; radioresistant (RCC, melanoma, sarcoma) → surgery + stereotactic radiosurgery (SRS) |
| M — Mechanical stability | SINS score (Spinal Instability Neoplastic Score) | SINS 0–6 = stable; 7–12 = potentially unstable (surgical consult); 13–18 = unstable (stabilization needed) |
| S — Systemic disease | Overall prognosis, comorbidities, life expectancy | Expected survival <3 months or poor functional status → favor non-operative management; good prognosis → more aggressive surgery |
SINS (Spinal Instability Neoplastic Score)
| Parameter | Options & Points |
|---|---|
| Location | Junctional (C0–C2, C7–T2, T11–L1, L5–S1) = 3; mobile spine (C3–C6, L2–L4) = 2; semi-rigid (T3–T10) = 1; rigid (S2–S5) = 0 |
| Pain | Mechanical = 3; occasional/non-mechanical = 1; pain-free = 0 |
| Bone lesion type | Lytic = 2; mixed = 1; blastic = 0 |
| Alignment | Subluxation/translation = 4; de novo deformity (kyphosis/scoliosis) = 2; normal = 0 |
| Vertebral body collapse | >50% = 3; <50% = 2; none but >50% involved = 1; none = 0 |
| Posterolateral involvement | Bilateral = 3; unilateral = 1; none = 0 |
- SINS 0–6: stable — no surgical stabilization needed
- SINS 7–12: potentially unstable — surgical consultation
- SINS 13–18: unstable — surgical stabilization indicated
The Patchell Trial (2005)
- Design: RCT comparing direct decompressive surgery + postoperative RT vs. RT alone for single-level MESCC
- Key finding: surgery + RT group had significantly more patients who regained/retained ability to walk (84% vs. 57%)
- Surgery group also had: longer ambulatory duration, longer survival, reduced need for opioids and corticosteroids
- Inclusion: single area of cord compression, at least one neurologic sign, not totally paraplegic for >48 hours
- Exclusion: radiosensitive tumors (lymphoma, myeloma, leukemia, germ cell), multiple areas of cord compression
- Conclusion: surgery + RT is standard of care for single-level MESCC from radioresistant tumors in surgical candidates
Management Summary
| Scenario | Management |
|---|---|
| Acute/progressive neurologic deficit | Urgent surgical decompression ± stabilization + dexamethasone |
| Radioresistant tumor + mechanical instability | Surgery + SRS or conventional RT |
| Radiosensitive tumor (lymphoma, myeloma) | Radiation ± chemotherapy; surgery if mechanically unstable |
| Poor surgical candidate / poor prognosis | Radiation + steroids + supportive care |
| No neurologic deficit + stable spine | Conventional RT or SRS; monitor closely |
Steroids in Metastatic Cord Compression
- Dexamethasone started immediately upon diagnosis (loading dose 10 mg IV, then 4 mg q6h)
- Reduces vasogenic edema, provides temporary neurologic improvement
- Bridge to definitive treatment (surgery or radiation)
Clinical Pearl
- New back pain in a cancer patient is metastatic disease until proven otherwise — do not dismiss as musculoskeletal without appropriate imaging
- Start dexamethasone immediately once cord compression is confirmed — do not wait for surgical or radiation planning
💎 Board Pearl
- Patchell trial: surgery + RT > RT alone for single-level metastatic cord compression (radioresistant tumors); surgery group retained ambulation (84% vs. 57%)
- SINS ≥7 = potentially unstable → surgical consultation; SINS ≥13 = unstable → stabilization indicated
- Radiosensitive tumors (lymphoma, myeloma, seminoma) can be treated with radiation alone unless mechanically unstable
- Thoracic spine is the most common location for spinal metastases (~60%)
Lumbar Spine Conditions
Lumbar Disc Herniation
- Natural history: most improve with conservative treatment over 6–12 weeks; disc resorption occurs in up to 60–70% over time
- Surgical indications:
- Refractory radiculopathy after ≥6 weeks of conservative management
- Progressive motor deficit (e.g., foot drop)
- Cauda equina syndrome (emergency)
- Intractable pain significantly impairing function
- SPORT trial (Spine Patient Outcomes Research Trial):
- Surgery provides faster pain relief and functional improvement at 3 months and 1 year
- By 4–8 years, outcomes tend to converge between surgical and non-operative groups (intent-to-treat analysis)
- High crossover rate (~40% non-operative crossed to surgery) complicated interpretation
- As-treated analysis favored surgery at all time points
Surgical Techniques for Disc Herniation
| Technique | Description | Key Points |
|---|---|---|
| Microdiscectomy | Small incision, microscope-assisted removal of herniated fragment | Gold standard surgical treatment; 85–90% success rate for radiculopathy; low complication rate |
| Standard discectomy | Open approach with removal of herniated material | Largely replaced by microdiscectomy in modern practice |
| Endoscopic discectomy | Minimally invasive, endoscope-guided removal | Shorter recovery; smaller incision; growing adoption; steep learning curve |
- Recurrence rate: 5–15% after microdiscectomy; recurrent herniation at same level may eventually require fusion
Lumbar Spinal Stenosis
- Neurogenic claudication: bilateral leg pain/heaviness/numbness worsened by walking and standing, relieved by sitting or leaning forward (flexion opens the canal)
- Differentiate from vascular claudication: neurogenic relieved by sitting/flexion; vascular relieved by standing still (no need to sit)
- Conservative treatment: PT, epidural steroid injections, activity modification; reasonable for mild-moderate symptoms
- Surgical indication: neurogenic claudication refractory to ≥3 months conservative treatment with significant functional limitation
- SPORT trial for stenosis: surgery (decompressive laminectomy) associated with greater improvement in pain and function compared to non-operative care at all time points up to 8 years
- Procedure: lumbar laminectomy (decompression) at affected levels; fusion added only if concurrent instability or spondylolisthesis
Spondylolisthesis
- Definition: anterior slippage of one vertebral body on another
- Most common types:
- Isthmic (Type II): pars interarticularis defect (spondylolysis); most common at L5–S1; typical in young athletes (gymnasts, football linemen)
- Degenerative (Type III): facet joint arthropathy; most common at L4–L5; more common in women >50
- Meyerding classification: Grade I (<25% slip), Grade II (25–50%), Grade III (50–75%), Grade IV (75–100%), Grade V (spondyloptosis = complete slip)
Surgical Management by Grade
| Grade | Management |
|---|---|
| Grade I–II (low grade) | Conservative treatment first; surgery (decompression + fusion) if symptomatic with refractory radiculopathy/claudication or progressive slip |
| Grade III–IV (high grade) | Surgical management recommended — decompression + instrumented fusion with possible reduction |
| Grade V (spondyloptosis) | Always surgical; reduction + fusion; high complication rate including L5 nerve root stretch injury |
💎 Board Pearl
- SPORT trial: for lumbar disc herniation, surgery provides faster recovery but long-term outcomes converge; for lumbar stenosis, surgery was superior at all time points
- Neurogenic vs. vascular claudication: neurogenic = relieved by sitting/flexion (shopping cart sign); vascular = relieved by simply standing still
- Isthmic spondylolisthesis = pars defect; most common at L5–S1; degenerative spondylolisthesis = facet arthropathy; most common at L4–L5
- High-grade spondylolisthesis (Grade III–V) is essentially always a surgical indication
- Microdiscectomy is the gold standard surgical treatment for lumbar disc herniation — 85–90% success rate for radiculopathy
Surgical Urgency Classification
Spine Surgery Urgency
| Urgency | Timeframe | Conditions |
|---|---|---|
| Emergent (<24 hours) | Immediate / within hours | Cauda equina syndrome; acute spinal cord compression with progressive deficit; epidural abscess with neurologic compromise; unstable spine fracture with cord compression |
| Urgent (24–72 hours) | Within 1–3 days | Metastatic cord compression with new deficit (Patchell criteria); progressive myelopathy; acute disc herniation with motor deficit (e.g., foot drop) |
| Semi-urgent (1–4 weeks) | Prompt scheduling | Progressive cervical myelopathy (moderate-severe mJOA); worsening spondylolisthesis with neurologic symptoms |
| Elective | Weeks to months | Refractory radiculopathy after conservative failure; neurogenic claudication failing conservative management; stable spondylolisthesis with chronic symptoms |
💎 Board Pearl
- Three absolute surgical emergencies in spine: cauda equina syndrome, epidural abscess with neurologic deficit, and acute cord compression with progressive deficit
- Timing matters most in cauda equina syndrome — decompress within 24 hours; CES-Incomplete has a narrow window before converting to CES-Retention
- For metastatic cord compression, start dexamethasone immediately and arrange urgent surgical evaluation (do not wait for tumor board)