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Surgery is indicated for the rare patient with an acute thoracic disk herniation with progressive neurologic deficit i.e., signs or symptoms of thoracic spinal cord myelopathy.. It has b

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Thoracic disk herniation, first

de-scribed in the literature by Key

in 1838, has historically been

diffi-cult both to diagnose accurately

and to treat appropriately In 1911,

Middleton and Teacher reported a

case of acute paraplegia in a man

who had attempted to lift a heavy

weight He subsequently died, and

an autopsy revealed a large T12-L1

thoracic disk herniation.1 In both

the orthopaedic and the

neurosur-gical literature, there is a lack of

consensus concerning the most

reproducible and effective method

for nonoperative management of

thoracic disk disease The wide

diversity of presenting signs and

symptoms, as well as the many

other clinical entities that may

pro-duce symptoms similar to those of

a herniated thoracic disk make a definite diagnosis of primary tho-racic disk disease challenging The difficulty in establishing the diag-nosis is compounded by the rela-tively high prevalence of incidental thoracic disk degeneration and her-niations in the asymptomatic pa-tient population

Anatomy and Biomechanics

The thoracic spine is a relatively rigid transition zone between the mobile cervical and lumbar re-gions; its unique stability is the result of the surrounding thoracic

rib cage Each rib head between T2 and T10 has two facets, which articulate with its respective verte-bral body and with the one more cephalad (e.g., the head of the T5 rib articulates with the T4 and T5 bodies) The heads of the 1st, 11th, and 12th ribs articulate only with their similarly numbered vertebral bodies The facets of the T1 through T10 vertebral bodies are generally oriented vertically, with slight medial angulation in the coronal plane This provides sig-nificant stability during flexion and extension, while allowing greater movement in lateral bend-ing and rotation Biomechanical studies have shown that the tho-racic intervertebral disks are most

at risk for injury with combined torsional and bending loading The combination of the splinting effect of the thoracic rib cage and the resistance of the thoracic facets

to flexion loads lessens the poten-tial for intervertebral disk injury in the thoracic spine compared with the lumbar spine

Dr Vanichkachorn is Chief Resident, De-partment of Orthopaedics, Thomas Jefferson University Hospital, Philadelphia Dr Vaccaro is Professor of Orthopaedics, Thomas Jefferson University Hospital.

Reprint requests: Dr Vaccaro, Fifth Floor,

925 Chestnut Street, Philadelphia, PA 19106 Copyright 2000 by the American Academy of Orthopaedic Surgeons.

Abstract

Symptomatic degenerative disk disease is much less common in the thoracic

spine than in the cervical and lumbar regions Accurate diagnosis relies on a

strong clinical suspicion that is confirmed with appropriate diagnostic

imag-ing Presenting symptoms vary tremendously, from atypical pain patterns to

myelopathy The use of computed tomography in combination with

myelogra-phy and magnetic resonance imaging have greatly increased the ability to

accurately visualize thoracic spine disorders The superior resolution of

avail-able imaging modalities has made the incidental detection of asymptomatic

racic disk abnormalities more frequent Most patients with symptomatic

tho-racic disk disease will respond favorably to nonoperative management.

Surgery is indicated for the rare patient with an acute thoracic disk herniation

with progressive neurologic deficit (i.e., signs or symptoms of thoracic spinal

cord myelopathy) Once surgical intervention has been chosen, careful

preop-erative planning is necessary The level, anatomic location, and morphology of

the herniation must be precisely determined to select the optimal approach.

Posterior laminectomy has largely been abandoned for the treatment of

symp-tomatic thoracic disk protrusions Surgeons still may choose among anterior,

lateral, and posterior approaches when surgically addressing the thoracic

inter-vertebral disk.

J Am Acad Orthop Surg 2000;8:159-169

Jed S Vanichkachorn, MD, and Alexander R Vaccaro, MD

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The spinal canal in the thoracic

region is circular, with the posterior

and lateral aspects formed by broad

overlapping laminae and short

pedicles, respectively Even though

the spinal cord is smallest in

diame-ter in the thoracic region, the spinal

cordÐcanal ratio is approximately

40% because of the small canal size,

compared with 25% in the cervical

region The dentate ligaments,

which run longitudinally between

the spinal cord and the nerve roots,

limit posterior displacement of the

spinal cord within the canal, thus

making the thoracic spinal cord

more sensitive to ventral

compres-sion from anterior disk and bone

prominences Furthermore, the

nat-ural kyphosis of the thoracic spine

causes the spinal cord to lie directly

on the posterior longitudinal

liga-ment and the posterior aspects of

both the vertebral bodies and the

disks in this region Therefore, even

thoracic disk herniations may cause

significant ventral compression of

the thoracic spinal cord

The blood supply of the thoracic

spinal cord is more variable and

tenuous than that of either the

cer-vical or the lumbar region The

thoracic spinal cord receives its

intrinsic blood supply from the

combination of one anterior and

two posterior longitudinal arterial

trunks The midline anterior

arte-rial trunk gives off central artearte-rial

tributaries, which supply most of

the thoracic spinal cord These

ves-sels are smaller in caliber and fewer

in number than those in the lumbar

and cervical regions

An additional extrinsic arterial

supply comes from vessels that arise

variably from the segmental

inter-costal arteries Like the central

arter-ial tributaries, these arteries are

smaller in caliber and fewer in

num-ber than in other regions of the spine

Often, there is a single dominant

ves-sel, the artery of Adamkiewicz This

vessel may originate from a

segmen-tal artery between T7 and L4, usually

on the left side of the spine.2 This artery has a very limited degree of collateralization The anatomic junc-tion of the arterial circulajunc-tion between the cervical and thoracic regions makes the area between T4 and T9 a watershed region with a tenuous vascular supply susceptible

to ischemic injury

Epidemiology

In 1995, Wood et al3 examined the magnetic resonance (MR) images of

90 asymptomatic individuals and found thoracic disk abnormalities in 73% Of these individuals, 37% had frank disk herniations, and 29%

showed definite deformation of the cord In a follow-up study, Wood et

al4reexamined 20 patients with 48 asymptomatic thoracic disk hernia-tions previously diagnosed on MR imaging No patient became symp-tomatic during the study period, with a mean follow-up interval of

26 months They also noted that small herniations (<10% of canal compromise) either remained un-changed or increased in size, while larger herniations (>20% canal com-promise) tended to get smaller over time The authors concluded that asymptomatic thoracic disk hernia-tions exhibit relatively little change

in size over time and rarely become symptomatic

Computed tomography (CT) in combination with myelography has also been shown to be extremely sen-sitive for identifying incidental asymptomatic thoracic disk hernia-tions In 1991, Awwad et al5 re-viewed the CT-myelograms of 433 patients who did not have any symp-toms of thoracic disk disease They found that the frequency of asympto-matic thoracic herniated disks ranged from 11.1% to 13.3% Furthermore, there was no correlation between the radiologic characteristics of these le-sions and the subsequent emergence

of symptomatic disease

It has been estimated that the incidence of symptomatic thoracic disk herniation is approximately 1 in

1 million persons per year.6 This represents approximately 0.25% to 0.75% of the total incidence of symp-tomatic spinal disk herniations each year.7 The occurrence of sympto-matic thoracic disk disease is great-est between the fourth and sixth decades of age, with the peak inci-dence in the fifth decade In general, there is a slight male predominance, and symptomatic women tend to present at a later age than men A small number of adolescents with Scheuermann disease present with a progressive neurologic deficit (mye-lopathy or radicu(mye-lopathy) secondary

to an acute thoracic disk herniation Between 33% and 50% of patients re-port a history of trauma or signifi-cant physical exertion prior to the onset of symptoms.8

Natural History

The natural history of symptomatic thoracic disk disease appears to mimic that in the cervical and lum-bar regions, in that conservative treatments and time are often suffi-cient to cause improvement in a patientÕs symptoms and functional abilities Surgical intervention for thoracic disk herniation is rarely re-quired; only about 0.2% to 1.8% of all disk herniations are surgically treated each year.9

The clinical course of thoracic disk herniation can be quite vari-able and is dependent on a combi-nation of patient and pathophysio-logic factors In general, two types

of patients with thoracic disk herni-ations have been described The first are younger patients with an acute soft disk herniation There is usually a short history of symp-toms that can be attributed to an acute traumatic event These pa-tients are likely to present with either acute spinal cord

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compres-sion or radiculopathy They usually

respond well to both nonoperative

and operative treatment

The second (and larger) group

consists of older individuals who

present with a longer duration of

symptoms that are more likely to

be secondary to chronic spinal cord

or root compression Degeneration

of the involved disks appears to be

the underlying pathologic change

in this group A history of trauma

is less common These disk

hernia-tions can be soft but more often are

calcified, reflecting the

degenera-tive nature of the process

Clinical Presentation

The differential diagnosis of thoracic

pain is extensive and includes a

num-ber of both spine-related and

non-spine-related conditions (Table 1)

Patients with thoracic disk

hernia-tions may present with a wide

vari-ety of vague complaints that can

mimic a large number of pathologic

conditions depending on the

nature, severity, and level of the

herniation The clinician must

examine the entire patient to be

able to rule out all other possible

causes for symptoms before

pursu-ing the diagnosis of thoracic disk

herniation

Patients with symptomatic

tho-racic disk herniations can be generally

divided into three groups

depend-ing on the symptoms at

presenta-tion The first group are those

pa-tients who present with axial pain

as the predominant complaint

Pain, whether it be local or

radicu-lar, is by far the most common

pre-senting symptom of a thoracic disk

herniation The axial pain is

usual-ly localized to the middle to lower

thoracic region, but in some

cir-cumstances may have a radiating

component referred to the middle

to lower lumbar spine The pain is

generally characterized as mild to

moderate in intensity

Radicular pain, often described as

an anterior-chest bandlike discom-fort in a dermatomal distribution, is the second type of presentation The T10 dermatomal level is the most commonly reported distribution regardless of the level involved Ra-dicular pain is more common in upper thoracic and lateral disk her-niations and is often reported in combination with some amount of axial pain Sensory changes, such as paresthesias and dysesthesias in a dermatomal or radicular distribu-tion, are the second most commonly reported symptoms of acute thoracic disk herniation

Myelopathy is the third and most worrisome type of presenta-tion Patients complain of muscle weakness; mild paraparesis is the most common lower-extremity manifestation of a thoracic disk herniation A positive Babinski sign, sustained clonus, a wide-based gait, and spasticity are all signs of myelopathy and indicate marked thoracic cord compression

Bowel and bladder dysfunction are seen in approximately 15% to 20%

of patients with symptomatic tho-racic disk herniations Classic spinal cord syndromes, such as Brown-SŽquard syndrome, have been reported in instances of large acute midline or paramedian herni-ations Symptoms of isolated pos-terior cord involvement are rarely encountered

High thoracic disk herniations (T2 to T5) can mimic cervical disk disease and present with symptoms

of upper arm pain, radiculopathy, paresthesias, and even Horner syn-drome A careful neurologic exami-nation of the upper extremity is often required to isolate the area of pathologic change When positive, the cervical compression test is more indicative of a cervical origin

of the patientÕs upper-extremity symptoms than of thoracic hernia-tion When myelopathy is suspected because of the presence of

hyper-reflexia in the lower extremities and the Hoffmann sign is negative, an abnormality can be assumed to be present below the cervical spine Clinical differentiation between lumbar and thoracic causation of a patientÕs symptoms requires an astute examiner First, the patientÕs gait and posture should be evalu-ated for any abnormal or awkward motions The presence of splinting,

Table 1 Differential Diagnosis of Thoracic Pain

Nonspinal causes

Intrathoracic Cardiovascular Pulmonary Mediastinal Intra-abdominal Hepatobiliary Gastrointestinal Retroperitoneal Musculoskeletal Postthoracotomy syndrome Polymyalgia rheumatica Fibromyalgia

Rib fractures Intercostal neuralgia

Spinal causes

Infectious Neoplastic Primary Metastatic Degenerative Spondylosis Spinal stenosis Facet syndrome Degenerative disk disease Costochondritis

Metabolic Osteoporosis Osteomalacia Deformity Kyphosis Scoliosis Trauma Neurogenic Herniation Spinal cord neoplasm Arteriovenous malformation Inflammatory (e.g., herpes zoster)

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antalgia, circumduction, Òdrop footÓ

gait, or a Trendelenburg gait should

be documented A sciatic list may

indicate a contralateral disk

hernia-tion Lateral bending may indicate

an ipsilateral axillary herniation

The Romberg sign is very useful for

detecting subtle changes in

proprio-ception and early myelopathy

Palpation or percussion of the

posterior spinal elements will often

localize the pain to the thoracic

region or recreate the radicular

symptoms in a patient with a

tho-racic disk herniation Examination

of the function of muscles innervated

by thoracic nerve roots is not

high-ly specific; however, having the

patient attempt a partial sit-up is

helpful Asymmetric contraction of

the segmentally innervated rectus

abdominis muscle may indicate a

disorder arising from the thoracic

spinal cord

Testing of the superficial

ab-dominal reflexes can indicate an

upper-motor-neuron lesion arising

from this region Another important

indication of upper-motor-neuron

function in the thoracolumbar

re-gion is the superficial cremasteric

reflex This reflex demonstrates the

integrity of the efferent T12 and

afferent L1-2 neurologic levels Loss

of the patellar reflex or the Achilles

tendon reflex in combination with

positive nerve-root-tension signs is

suggestive of a lumbar disk lesion

and lower-motor-neuron irritation

All patients with suspected lumbar

disk herniations should be tested for

ankle clonus and the Babinski sign

When positive, these tests indicate

an upper-motor-neuron lesion and

are more suggestive of a

compres-sive lesion in the thoracic or

thora-columbar region than of an isolated

nerve-root irritation

Identification of the sensory level

is extremely important in

evaluat-ing thoracic cord compression

Sensory dermatomes should be

carefully tested, and the presence of

paresthesias or dysesthesias in a

radicular pattern (Fig 1) should also be noted The T4 dermatome is

at approximately the level of the nipple line; the T7 dermatome is at the xiphoid process; the T10 der-matome is approximately at the umbilicus; and the T12 dermatome

is consistent with the inguinal crease

Patterns of Disk Herniation

An accurate description of the mor-phology and location of the hernia-tion is important in the treatment of thoracic disk herniations Thoracic disk herniations are classified by their level and location as visual-ized on diagnostic imaging As in other regions of the spine, thoracic disk herniations may occur in mid-line, paramedian, or lateral posi-tions Approximately 70% to 90%

of thoracic disk herniations are either midline or paramedian le-sions Intradural disk fragments or migrating sequestered disk frag-ments are rarely seen in the thoracic region

Thoracic disk herniations can be either calcified or noncalcified

This is important clinically because significant calcification may indi-cate adhesions between the disk fragment and the dura or even in

an intradural location

Midline or paramedian hernia-tions have the greatest propensity for producing myelopathic symp-toms; lateral herniations more fre-quently result in radicular pain

Herniations are extremely rare in the upper thoracic region; T1-2 to T4-5 herniations account for only approximately 1% to 3% of all tho-racic disk disorders Approxi-mately 50% to 75% of thoracic disk herniations occur between the T8 and L1 levels.10 The T11-12 and T12-L1 interspaces are the most frequent sites of sympto-matic disk lesions, due to the

rela-tive mobility and the increased potential for degenerative disease

at these levels

Although thoracic disk abnor-malities are often seen at more than one level, rarely is more than one level symptomatic There are exceptions, such as Scheuermann kyphosis, which predisposes the thoracic intervertebral disks to premature calcification and degen-eration

Diagnostic Imaging

A confirmatory neuroimaging study is necessary before operative treatment of symptomatic thoracic disk herniation can be considered

A plain-radiographic examination

of the thoracic and lumbar spine must be completed to rule out any other obvious disorders, such as

Figure 1 Sensory dermatomes of the trunk region (Reproduced with permission from Klein JD: Clinical evaluation of patients with spinal disorders, in Garfin SR, Vaccaro

AR [eds]: Orthopaedic Knowledge Update: Spine Rosemont, Ill: American Academy of

Orthopaedic Surgeons, 1997, pp 87-96.)

T4

T8

T10

T12

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neoplastic disease and acute osseous

injury Additionally, evaluation of

all lumbar and thoracic

morpho-logic variations, as well as the size

and level of corresponding ribs,

facilitates the accurate

intraopera-tive identification of thoracic level

Plain radiographs identify the

pres-ence of intradiskal calcification

(Fig 2) in approximately 45% to

71% of symptomatic herniated

tho-racic disks This is in contrast to

the 10% incidence of thoracic disk

calcification in asymptomatic

indi-viduals.10

Magnetic resonance imaging is

an ideal technique for the

evalua-tion of thoracic disk disorders, as it

is both noninvasive and highly

sen-sitive Coronal axial and sagittal

images can accurately demonstrate

the morphology and level of a

tho-racic disk herniation, as well as

identify intradural and free

migrat-ing disk fragments Thoracic disk

herniations have an intermediate

signal intensity on T1-weighted

images and appear as an area of

low signal density on T2-weighted

images (Fig 3, A) On sagittal

im-ages, a thoracic disk herniation is

identified by its posterior

protru-sion into the thoracic spinal cord

(Fig 3, B) On a T2-weighted

sagit-tal image, a thoracic disk herniation

is readily identified by the

sur-rounding high-intensity signal of

the cerebrospinal fluid, which gives

a ÒpseudomyelogramÓ appearance

(Fig 3, C) T2-weighted images

of-ten exaggerate the size and

signifi-cance of actual pathologic changes

Calcifications within a disk

frag-ment present as low-intensity

sig-nal on both T1- and T2-weighted

images

Computed tomography in

combi-nation with myelography assists in

the determination of the type and

level of herniation and also clarifies

the osseous anatomic features in

relation to the soft- or hard-tissue

disk herniation (Fig 3, D and E)

The presence of disk-fragment

calci-fication is readily identifiable with CT-myelography, but a sequestered migrating disk fragment or an in-tradural disk fragment is often diffi-cult to delineate with this imaging modality Like MR imaging, CT-myelography is extremely sensitive and will also identify incidental asymptomatic thoracic disk hernia-tions with relatively high frequency

In summary, the presence of a thoracic disk abnormality on plain radiography, MR imaging, or CT-myelography must be carefully correlated with a patientÕs symp-toms and clinical examination findings before an accurate diag-nosis can be made Although con-sidered controversial, diskography may be safely used to provoca-tively determine the presence of axial back pain.11 This may be useful in the presence of multi-level disease or in patients with a severe thoracic pain syndrome but

no discernible evidence of a neu-rologic abnormality on imaging studies

Nonoperative Treatment

The clinical presentation of a tho-racic disk herniation can vary

wide-ly depending on its morphologic characteristics The natural history

of most acute thoracic disk hernia-tions is benign and mimics the course of herniations in the lumbar spine The treatment protocol for acute thoracic disk herniations is therefore similar to the nonopera-tive management that is used for patients with acute lumbar hernia-tions

In patients with predominantly axial pain without significant radic-ular symptoms, treatment in the acute phase should initially consist

of activity modification and non-steroidal anti-inflammatory drugs Patients should be warned of the potential gastrointestinal side effects of these agents Using a combination of nonoperative treat-ments, Brown et al7 successfully treated 63% of patients with symp-tomatic thoracic disk herniations

Figure 2 A,Plain radiograph of the thoracolumbar junction in a 54-year-old man who presented with a 3-week history of severe bandlike pain in the distribution of the T10 der-matome Degeneration of the disk spaces is demonstrated by sclerosis of the vertebral

endplates Early calcification is seen within the T12-L1 disk (arrow) B, CT-myelogram of the

T12-L1 disk interspace demonstrates a paramedian soft disk herniation The patient had no improvement with nonoperative management and underwent excision of the disk through

a lateral costotransversectomy, with complete resolution of preoperative symptoms.

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For the extremely uncomfortable

patient, narcotics and muscle

relax-ants may occasionally be prescribed

for very limited periods of time;

however, such use should be

care-fully considered and avoided

alto-gether if possible

Patients with significant

radicu-lar symptoms on presentation are

also treated with a regimen of

non-operative modalities Corticosteroid

injections into the intercostal nerves

can be added and are sometimes

beneficial in both a therapeutic and

a diagnostic sense A short course

of oral corticosteroids should be

tapered off after 3 to 5 days The

anti-inflammatory benefits of corti-costeroids should be weighed against the possible side effects or risk factors (e.g., hyperglycemia, osteonecrosis) before their use

In the acute stage, physical ther-apy should consist primarily of pas-sive modalities, such as heat, ice, manipulation, and ultrasound, to moderate symptoms and provide patient comfort After the acute stage has passed, physical therapy should become more active and should include range-of-motion, flexibility, and strengthening exer-cises Hyperextension exercises are beneficial and should be

empha-sized by the therapist Occasion-ally, a patient with an acute hernia-tion will be so uncomfortable that even light physical therapy is not possible In these situations, epi-dural or intercostal corticosteroid injections can provide the relief nec-essary to begin a physical therapy program After the resolution of the patientÕs symptoms, a home therapy program that includes aer-obic conditioning should be insti-tuted for prevention of recurrent symptoms

Bracing can be used in certain circumstances to provide relief dur-ing the acute phase of thoracic disk

Figure 3 Images of a 46-year-old woman who pre-sented with a 6-month history of moderate to severe

midthoracic pain without radicular symptoms A,

Axial T2-weighted MR image demonstrates a midline

T7-8 thoracic disk herniation B, Sagittal T1-weighted

MR image shows protrusion of a T7-8 thoracic disk herniation Neurologic examination was significant

for three or four beats of clonus bilaterally C, Sagittal

T2-weighted MR image of the same T7-8 thoracic disk herniation demonstrates the ÒpseudomyelogramÓ appearance of the herniation The patient did not respond to conservative treatment consisting

primari-ly of nonsteroidal anti-inflammatory drugs, physical

therapy, and activity modification D, Preoperative

myelogram demonstrates the T7-8 thoracic disk

herni-ation compressing the anterior thecal sac E, The

post-myelogram CT study further delineated the midline T7-8 soft disk herniation The patient underwent exci-sion of the herniation through a transthoracic approach and had complete neurologic recovery without complication.

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herniation As is the case with the

lumbar spine, prolonged reliance

on external orthoses causes

decon-ditioning and predisposes to

fur-ther dysfunction Therefore, an

or-thosis should be used only briefly,

if at all, until physical therapy can

be tolerated by the patient A brace

that causes hyperextension (e.g., a

Jewett brace) is usually the most

comfortable for the patient

Occa-sionally, a custom-molded

clam-shell brace for hyperextension can

be useful

Nonoperative management should

be continued for 4 to 6 weeks If the

symptoms do not significantly

im-prove or worsen during this period,

operative treatment is recommended

Early surgical intervention may be

considered if unrelenting radicular

pain fails to respond rapidly to

non-operative care Patients who present

with myelopathy or a progressive

neurologic deficit are candidates for

immediate surgical intervention

Nevertheless, a complete medical

workup and careful preoperative

planning are still required before

surgery is performed Some patients

with myelopathy who appear to be

improving or to be stable without a

significant functional deficit can

ini-tially be treated nonoperatively and

closely observed

Preoperative Planning

When the decision for surgical

exci-sion of a thoracic disk herniation

has been made, a number of factors

must be evaluated preoperatively

in order to select the appropriate

approach and method of

decom-pression Determining the exact

level for surgical excision is of

paramount importance, as

diskec-tomy at the wrong level in thoracic

surgery is not an infrequent

prob-lem In a study of anterior thoracic

disk excisions, Bohlman and

Zdeb-lick12 reported a poor result

sec-ondary to excision of a disk at the

wrong level This required a second operative procedure for removal of the actual herniation

By carefully counting up from the sacrum on sagittal views from either the CT-myelogram or the MR imag-ing study, the level of the herniation can usually be accurately deter-mined Coronal and axial sections obtained at the appropriate levels will then help determine the size of the herniation and whether the her-niation is midline, paramedian, or lateral Calcified disk fragments, which are likely to have dural adhe-sions, also should be assessed with preoperative imaging studies Re-view of the plain radiographs may reveal a coexisting thoracic disorder

The presence of thoracic stenosis may require a more generous de-compression than initially planned

The identification of Scheuermann kyphosis may necessitate decom-pression and fusion over multiple levels

Intraoperatively, it is essential that the correct disk space be iden-tified As mentioned previously, in the thoracic spine, the 1st, 11th, and 12th ribs articulate only with their corresponding vertebral bodies

From T2 to T10, each rib head artic-ulates through articular facets with its own vertebral body and the ver-tebral body above Therefore, for example, exposure of the T8-9 disk space is best approached through a thoracotomy with removal of the 9th rib head

Intraoperative plain radiographs

of adequate quality are essential for accurately determining the level of pathologic change The L5-S1 disk space or T12 vertebral body with its corresponding rib can usually

be identified on an intraoperative anteroposterior or lateral radio-graph These levels can be used as

a reference point from which to count cephalad to the appropriate vertebral interspace Herniations

in the upper thoracic spine may be identified on a lateral swimmerÕs

view by counting caudad from the lower cervical vertebrae Preopera-tive radiographs should be studied carefully to identify anomalies, such as osteophytes, and to count the number of lumbar bodies, which can aid in determining the level of the herniation on intraoper-ative radiographs

The overall health status of the patient should be considered dur-ing the preoperative period Pul-monary status is one of the most important functions to examine when considering a surgical ap-proach requiring a thoracotomy Pulmonary function tests provide important information about the medically compromised patient A vital capacity of 35% or less of the predicted value can be indicative of postoperative pulmonary complica-tions and may necessitate avoidance

of thoracotomy during surgery

Surgical Approaches

The surgical excision of a herniated thoracic disk may be accomplished

by utilizing an anterior, posterior,

or lateral approach (Table 2) Ante-rior approaches include the more common transthoracic and the less common transsternal approaches Video-assisted minimally invasive techniques are variations of the transthoracic approach and avoid a thoracotomy Posterior approaches include laminectomy and pediculo-facetectomy Lateral approaches include costotransversectomy and lateral extracavitary exposure Each approach has its own particular ad-vantages and disadad-vantages, which must be carefully considered when selecting the method of exposure (Table 3)

Anterior Approaches

The transthoracic approach is the most commonly used anterior approach to the thoracic spine First reported in 1969 by Perot and

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Munro13 for the treatment of

tho-racic disk herniations, the

transtho-racic approach has been widely

used by a number of authors with

excellent results Bohlman and

Zdeblick12 compared the anterior

transthoracic approach with

costo-transversectomy in 19 patients All

8 patients treated through a

trans-thoracic approach had good or

ex-cellent results The only 2 poor

re-sults were related to the use of the

costotransversectomy Currier et

al14reported their results in 19

pa-tients with thoracic disk

hernia-tions that were treated with

trans-thoracic diskectomy and fusion

Good or excellent results were seen

in 12 of the 14 patients without

prior laminectomy or coexistent

multiple sclerosis

The anterior thoracic approach

permits excellent anterior midline

exposure from the T4-5 to the

T11-12 intervertebral levels Multiple

levels are easily accessed, allowing

for the placement of a strut graft if necessary, and the posterior ele-ments are left relatively undis-turbed Pleural violation with this approach requires postoperative closed chest drainage The speed

of perioperative recovery is influ-enced by the extent of the surgical dissection, especially when access-ing the T12-L1 junction, which requires diaphragmatic detach-ment The technical aspect of this surgery is at times demanding, especially in the setting of previous thoracic surgery, and may require the assistance of a thoracic surgeon

Posterior Approaches

Currently, the only posterior ap-proach recommended for the treat-ment of a herniated thoracic disk is pediculofacetectomy Earlier in the past century, posterior laminectomy was the preferred method for sur-gical removal of a thoracic disk herniation However, the frequent

morbidity associated with this approach (e.g., neural injury, inad-equate decompression, and contin-ued symptoms) led to the abandon-ment of this technique In a 1985 review of the data on 135 patients after laminectomy for thoracic disk excision, Arce and Dohrmann15 found that 58% were improved, 10% were unchanged, 28% were made worse, and 4% died

The pediculofacetectomy, or transpedicular, approach was first described by Patterson and Arbit in

1978.16 This technique is best suited for the removal of lateral and some soft paramedian disk herniations in the upper thoracic spine and is aided by the use of the operating microscope In 1993, Le Roux et al17 reported on 20 patients with tho-racic herniations treated with a transpedicular approach At 1-year follow-up, all 20 patients had sig-nificant improvement, and 8 had no reportable symptoms The obvious limitation of the

pediculofacetecto-my approach is that there is both limited access and limited visual-ization for removal of midline, paramedian, and intradural hernia-tions Furthermore, removal of a pedicle-facet complex may result in segmental instability and pain Concern about the possible postop-erative pain caused by this instability led to the recent development of a transfacet pedicle-sparing posterior approach by Stillerman et al.18

Lateral Approaches

The two most commonly used lat-eral surgical exposures for the exci-sion of a thoracic disk herniation are the lateral extracavitary and costo-transversectomy approaches The lateral extracavitary approach is a modification of the lateral thoracot-omy approach described by Larson for use in treating spine disorders.19 This approach may be used for her-niations at any level in the thoracic spine and is particularly useful in the removal of soft and calcified lateral

Table 2

Surgical Approaches for Disk Herniation *

Type and Level Location Approach

Soft disk

T1 to T4 Central, centrolateral Transsternal

Central, centrolateral Medial claviculectomy Centrolateral, lateral Costotransversectomy T4 to T12 Central, centrolateral, lateral Transthoracic

Central, centrolateral, lateral Thoracoscopy Centrolateral, lateral Lateral extracavitary Central, centrolateral, lateral Transpedicular

Calcified disk

T1 to T4 Central, centrolateral Transsternal

Central, centrolateral Medial claviculectomy Lateral Costotransversectomy T4 to T12 Central, centrolateral, lateral Transthoracic

Lateral Lateral extracavitary Lateral, centrolateral Costotransversectomy

* Adapted with permission from Mirkovic S, Cybulski GR: Thoracic disk herniations, in

Garfin SR, Vaccaro AR (eds): Orthopaedic Knowledge Update: Spine Rosemont, Ill:

American Academy of Orthopaedic Surgeons, 1997, p 91.

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and paramedian thoracic disk

herni-ations The additional rib resection

of the lateral extracavitary approach

increases the access to the central

portion of the spinal canal and the

posterior vertebral body

Further-more, because the pleura is not

rou-tinely violated, closed chest drainage

is not needed postoperatively, and

approaches to the thoracolumbar

junction do not require takedown of

the diaphragm Multiple levels are

easily exposed, and strut grafting

may be accomplished if necessary

The main disadvantage of this

exposure is its technical difficulty

The amount of bone resection

re-quired during exposure is

signifi-cant, and surgical time and blood

loss may be substantial

Further-more, midline dural tears are

diffi-cult to access and repair, and the

sacrifice of the segmental

neuro-vascular structures may result in

postoperative pain and numbness in

the chest wall

The costotransversectomy ap-proach was first used in 1900 by Menard for the drainage of a tho-racic tubercular abscess In 1960, Hulme20adopted the costotransver-sectomy approach for the treatment

of thoracic disk herniations after laminectomy yielded disappointing results In 1993, Simpson et al21 re-ported on 21 patients with thoracic disk herniations excised through a modified costotransversectomy

No neurologic complications were recorded, and 16 patients had excel-lent or good long-term results

The costotransversectomy ap-proach does not violate the pleura and is very useful in the removal of paramedian and lateral disk hernia-tions in the entire thoracic spine

The main disadvantage of this pro-cedure, as with the extracavitary approach, is that the paraspinal musculature is significantly manipu-lated This exposure is not safe for the removal of calcified disks or large

posterior osteophytes, nor is it gen-erally appropriate when a complete anterior decompression is needed in

a case of advanced myelopathy

Video-Assisted Thoracic Surgery

Video-assisted thoracic surgery

is rapidly becoming a widely used treatment option for the manage-ment of selected thoracic disk herniations Thoracoscopy for the treatment of spinal disease was first reported in 1993 by Regan and Mack, who used this technique to biopsy and drain a thoracic para-vertebral abscess.22 Since then, tho-racoscopy has been successfully used for disk herniations, anterior thoracic releases for spinal

deformi-ty, osteotomies, and corpectomies Thoracoscopy has the potential advantage of avoiding the pul-monary complications and mor-bidities of an open thoracotomy Denervation of the paraspinal mus-culature is largely prevented,

al-Table 3

Advantages and Disadvantages of Surgical Approaches for Thoracic Disk Disease

Posterior approaches (pediculofacetectomy)

¥ Less extensive dissection ¥ Difficulty of removing calcified disks

¥ Good for high-risk patients ¥ Potential for producing instability

¥ Good for high thoracic herniations (T2-4) ¥ May not address intradural fragments

Anterior approaches (transsternal, transthoracic)

¥ Excellent exposure from T2 to T10 ¥ Requires a thoracotomy

¥ Does not affect posterior-column stability ¥ May require takedown of diaphragm

¥ Good for all types of disk herniations ¥ May not be ideal for high-risk patients

¥ Best approach for densely calcified disks ¥ Visceral structures at direct risk

Lateral approaches (costotransversectomy, lateral extracavitary)

¥ Excellent for lateral disk herniations ¥ Increased operative time

¥ Good exposure for most lesions ¥ Bone resection can be significant

¥ May avoid thoracotomy ¥ Difficulty of removing calcified disks

¥ Good for high-risk patients ¥ Disruption of paraspinal musculature

Minimally invasive approaches (video-assisted thoracic surgery)

¥ Decreased postoperative pain ¥ Technically difficult procedure

¥ Decreased length of hospitalization ¥ Steep learning curve

¥ Decreased postthoracotomy complications ¥ Potential visceral injury from trocars

¥ May be useful for high-risk patients ¥ Difficulty of removing calcified disks

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though neurapraxia may result

from compression of an intercostal

nerve between the trocar and the

ad-jacent rib In addition, the amount

of bone resection necessary for

visualization is decreased

In 1996, Regan23 compared the

outcomes obtained with

video-assisted thoracic surgery with those

obtained with traditional open

approaches for the excision of

tho-racic disk herniations Duration of

intensive-care unit stay, duration of

chest-tube drainage, and the time to

return to work were all decreased in

patients who underwent disk

exci-sion with thoracoscopy The main

disadvantage of this technique is the

high level of technical skill required

and the steep learning curve

neces-sary to acquire that skill The

assis-tance of a thoracic surgeon trained

in thoracoscopic techniques may be

necessary initially until more

expe-rience is gained The ability to

strut-graft anteriorly, place anterior

instrumentation, and repair dural

tears is currently limited In his

study, Regan reported a 14%

com-plication rate in patients with

tho-racic disk herniations treated with

video-assisted thoracic surgery

Intercostal neuralgia and visceral

injury from trocar placement were

the most commonly seen

complica-tions With increasing research and

experience in the area of minimally

invasive techniques, thoracoscopy

may prove to be a safe and

repro-ducible technique for the excision of

thoracic disk herniations

Role of Fusion

The role of fusion in thoracic disk

surgery is controversial Some

sur-geons believe that the inherent

sta-bility of the thoracic rib cage makes

the need for simultaneous fusion

unnecessary after simple thoracic

disk herniation Other surgeons

contend that the addition of an

autologous graft at the time of disk

excision adds little morbidity and prevents complications from postop-erative instability Currier et al14 routinely performed fusion to pre-vent instability or pain from a de-generative motion segment and rec-ommended fusion whenever the bone resection necessary for decom-pression resulted in instability, as well as in all cases of Scheuermann disease Bohlman and Zdeblick12 did not routinely perform arthrode-sis after disk excision except in patients with demonstrated instabil-ity and those with Scheuermann dis-ease Fusion after disk excision can

be considered a routine indication in Scheuermann disease when multiple levels are decompressed

Relative indications for fusion are instances of multiple-level disk re-sections at risk for postoperative ky-phosis or degeneration and single-level disk removals that require a wide vertebral-body excision that affects segmental stability Because the T12-L1 level is the transitional zone from the more rigid thoracic spine to the less rigid lumbar level, stability at that level should be care-fully assessed after disk excision to determine whether supplemental fusion is indicated When a fusion

is added to a thoracic disk excision, postoperative bracing is generally recommended until radiographic evidence of fusion is documented

Instrumentation, whether anterior

or posterior, is generally not indi-cated for one- to three-level disk excisions above T10, because there

is a protective splinting effect of the thoracic rib cage except when the sternum is split for exposure An-terior instrumentation can be added

in procedures that necessitate a sig-nificant amount of vertebral body removal and therefore result in instability, as is more common after revision disk procedures Posterior instrumentation is not indicated for single-level disk excisions above T10 but is used in patients with Scheuermann disease for

simultane-ous correction of coexisting thoracic kyphosis Progressive kyphosis at the thoracolumbar junction after thoracic disk excision can require a secondary instrumented posterior fusion for correction of deformity and restoration of stability.24

Complications

In a series of 82 patients treated sur-gically for thoracic disk herniations, Stillerman et al25reported an over-all complication rate of 14.6% The three major complications included one perioperative death, one in-stance of spinal instability, and one instance of permanent increase in paraparesis from the preoperative level In their review of the con-temporary literature (263 proce-dures), the major complication rate was 6.1%, and the overall complica-tion rate was 14.8% A major com-plication was defined as death, per-manent deterioration in neurologic status, any problem requiring fur-ther surgery, or a serious periopera-tive medical complication

Since the abandonment of poste-rior laminectomy as a treatment option, mortality has been reported only sporadically in the literature and usually occurs in the high-risk medical patient Dietze and Fessler26 reviewed the data on 85 patients in three separate studies in whom tho-racic disk herniations had been treated with either an anterior or a lateral approach They reported excellent clinical results with no perioperative deaths and only one case of transient paraparesis Per-manent paraparesis or worsening neurologic function has been the most commonly reported major perioperative complication Of the

16 major complications reported in the review by Stillerman et al,25an increased neurologic deficit was the cause in 5 (31%) The use of intra-operative neurologic monitoring greatly reduces the risk of

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