AOA Critical Issues Symposium: So, You Want to Be a Department Leader: Essentials for Success.

ABSTRACT: Most health systems are vertically integrated, and the leaders of orthopaedic surgery departments or service lines must have a comprehensive understanding of their role in the strategic plan of the health system. Orthopaedic surgery departments must be profitable while supporting the tripartite mission of excellence in clinical care, research, and education. This symposium had 4 specific objectives: to discuss how to (1) create synergy between the department or service line and the health system, (2) develop a strategy to enhance financial stability and revenue growth, (3) develop a comprehensive plan to enhance recruitment and retention of a diverse faculty, and (4) consider alternative strategies to foster education and research, even when the health system may be more focused on revenue generation.

Influence of femoral stem geometry, material and extent of porous coating on bone ingrowth and atrophy in cementless total hip arthroplasty: an iterative finite element model.

This work presents a computational model for the concurrent study of bone remodelling and ingrowth around cementless femoral stems in total hip arthroplasty. It is assumed that biological fixation depends upon the magnitude of relative displacement at the bone-stem interface as well as an ongoing updating of interface conditions during the remodelling process. The remodelling model determines the distribution of bone density by producing the stiffest structure for a given set of biological conditions at the point of equilibrium in bone turnover. Changes in bone density and patterns of ingrowth are compared for different stem geometries, materials and lengths of surface coating. Patterns of bone ingrowth on the tapered stem were independent of extent of porous coating, while ingrowth varied with the length of coating on the cylindrical stem. This model integrates knowledge of under what mechanical conditions bone ingrowth occurs on prosthetic stem surfaces with remodelling behaviour over time.

Mechanical stimulation effects on functional end effectors in osteoblastic MG-63 cells.

Receptor activator of Nf-kappaB ligand (RANKL) and osteoprotegerin (OPG) have been implicated in bone metabolism. Specifically, the balance of these factors in conjunction with receptor activator of Nf-kappaB (RANK) is believed to be key in determining the rate of osteoclastogenesis and the net outcome of bone formation/resorption. While it is well accepted that mechanical loading in vivo affects bone formation/resorption and that alterations in the responsiveness of bone cells to mechanical loading have been implicated in metabolic bone diseases, the effect of in vitro mechanical loading on osteoblastic production of OPG and RANKL has not been extensively studied. Thus, in the current study, we developed an in vitro model to load human osteoblasts and studied levels of OPG, RANKL, PGE(2) and macrophage colony stimulating factor (M-CSF). We hypothesized that stimulating osteoblastic cells would increase the release of soluble OPG relative to RANKL favoring a bone-forming (and resorption-inhibiting) event. To accomplish this, we developed a small-scale loading machine that imparts via bending, well-defined substrate deformation to bone cells cultured on artificial substrates. Following 2h of loading and a 1h incubation period, media was collected and levels of soluble OPG, RANKL, PGE(2) and M-CSF were quantified using ELISA and western blotting. We found that mechanical loading significantly increased soluble OPG levels relative to RANKL at this 3h time point. Levels of soluble and cellular RANKL detected were not significantly affected by mechanical stimulation. The relative shift in abundance of OPG over RANKL associated with applied mechanical stimulation suggests the soluble OPG:RANKL ratio may be important in load-induced coupling mechanisms of bone cells.

Mergers involving academic health centers: a formidable challenge.

Escalating economic pressures on the clinical enterprise threaten the missions of education and research in many of the most prestigious academic health centers. Following the model of industry, mergers of the healthcare delivery systems of teaching hospitals and clinics held promise for economies of scale and an improved operating margin. Failure to follow business principles in constructing the merged entity, differences in organizational governance and culture, and inability of physician leadership to prioritize, downsize, and consolidate clinical programs to optimize operational efficiencies all compromise the success of such mergers in academic medicine. Academic institutions and their respective governing boards need to exercise greater discipline in financial analysis and a willingness to make difficult decisions that show favor to one parent institution over another if mergers are to be effective in this setting. To date, an example of a vibrant and successful merger of academic health centers remains to be found.

Pathomechanics of the thumb trapeziometacarpal joint.

As the human thumb climbed the evolutionary ladder, the trapeziometacarpal joint was provided greater mobility at the expense of decreased bony stability. Soft tissue restraints were left to provide the primary stabilization of the thumb basal joint complex. Both degenerative and traumatic conditions compromise the function of these ligamentous structures and result in translational instability of the joint surfaces and secondary arthritic disease. Primary idiopathic osteoarthritis, Bennett's fracture-dislocation, and metacarpophalangeal hypermobility all impart a disturbance in biomechanics while extension metacarpal osteotomy, ligament reconstruction, and imposed metacarpophalangeal flexion mitigate these effects and improve trapeziometacarpal kinematics. As a compact joint amenable to en bloc resection, the trapeziometacarpal complex affords a unique opportunity to study the inter-relationship between biology and biomechanics in the pathogenesis of degenerative joint disease.

Influence of metacarpophalangeal joint position on basal joint-loading in the thumb.

BACKGROUND: Conventional wisdom holds that hyperextension of the metacarpophalangeal joint of the thumb is secondary to degenerative subluxation of the trapeziometacarpal joint as occurs in osteoarthritis. We propose that a hypermobile metacarpophalangeal joint may have a causative role in the development of primary osteoarthritis at the base of the thumb by concentrating forces on the palmar aspect of the trapeziometacarpal joint. METHODS: Twenty fresh-frozen cadaveric forearm specimens were obtained post mortem from donors with no history of connective-tissue disease. Each specimen was categorized by its passive range of metacarpophalangeal joint motion. Testing was conducted with Fuji ultra-low-pressure-sensitive film while the hand was in the lateral-pinch mode with the metacarpophalangeal joint in each of the following positions: unrestrained, pinned in neutral, pinned in 30 degrees of flexion, and pinned in maximal hyperextension. Quantitative analysis of the trapezial contact surface at each of the metacarpophalangeal joint positions was performed, and the center of pressure was determined. Each specimen was then classified according to the extent of arthritic disease (nonarthritic, moderately arthritic, or affected by end-stage arthritis). RESULTS: In specimens affected by end-stage osteoarthritis, the center of pressure on the trapeziometacarpal joint moved dorsally by 56.8% of the length of the trapezial surface with metacarpophalangeal joint flexions of 30 degrees (p < 0.01), whereas the corresponding values were 28.2% and 40.9% in the hyperextended and neutral metacarpophalangeal joint positions, respectively. In specimens with moderate osteoarthritis, 30 degrees of metacarpophalangeal joint flexion also produced the most dorsal trapeziometacarpal center of pressure (44.8%); however, this center of pressure was not significantly different from the centers of pressure at the other metacarpophalangeal joint positions. In nonarthritic specimens, the center of pressure was again significantly more dorsal with metacarpophalangeal joint flexion of 30 degrees than it was at the other positions (p < 0.01). CONCLUSION: Metacarpophalangeal joint flexion effectively unloaded the most palmar surfaces of the trapeziometacarpal joint regardless of the presence or severity of arthritic disease in this joint.

The consequences of anterior femoral notching in total knee arthroplasty. A biomechanical study.

BACKGROUND: Notching of the anterior femoral cortex during total knee arthroplasty has been implicated as a cause of subsequent periprosthetic supracondylar femoral fracture. However, other than observational clinical data, no reliable association between these events has been established, to our knowledge. The purpose of the present study was to investigate the biomechanical effects of notching of the anterior femoral cortex. METHODS: The femoral component of a total knee replacement was implanted in twelve matched pairs of human cadaveric femora; one specimen in each pair had preservation of the anterior femoral cortex, and the other had a full-thickness cortical defect created just proximal to the anterior flange of the femoral component. The pairs were then subjected to either bending or torsional loading to failure. Both the fracture pattern and the quantitative load to failure were analyzed. Two matched pairs were excluded from the analysis because of inadvertent fracture during placement of the component. RESULTS: Following the application of a bending load, femora with notching of the anterior femoral cortex sustained a short oblique fracture that originated at the cortical defect proximal to the femoral component and femora without notching had a midshaft fracture. In contrast, notching of the anterior femoral cortex had no effect on the fracture pattern that was observed after the application of a torsional load. The mean load to failure was significantly reduced by notching in both testing modes. Notching decreased bending strength from 11,813 to 9690 newtons (18 percent; p = 0.0034), and it decreased torsional strength from 134.7 to 81.8 newton-meters (39.2 percent; p = 0.01). CONCLUSIONS: Biomechanical testing demonstrated that notching of the anterior femoral cortex significantly lessens the load to failure following total knee arthroplasty and influences the subsequent fracture pattern. These effects are manifested in different ways under the two loading conditions: the fracture pattern is altered under bending load, and there is a greater quantitative decrease in load to failure with torsional loading. CLINICAL RELEVANCE: Weakening of the femur by notching of the anterior cortex after total knee arthroplasty may warrant alteration in the customary postoperative regimen for these patients. Manipulation of a total knee replacement with a notched anterior femoral cortex should probably be avoided.

Arthritis of the thumb basal joint complex.

Osteoarthritis at the base of the thumb is a common and extremely disabling condition that severely compromises function of the entire hand. Successful treatment is based on an understanding of the specific anatomy and the unique functional attributes of the human hand and thumb. Preservation of the web space is a priority in nonsurgical care and splinting as well as a principal goal of surgical reconstruction. Exercise regimens are designed to emphasize thenar strengthening to encourage preservation of the web space. Activity analysis and modification are focused on joint protection and the avoidance of positions that will accentuate the pathologic condition of trapeziometacarpal subluxation accompanying the retropulsion of the thumb that occurs with contracture of the web space. Surgical treatment is directed toward restoring the thumb-index web space and stabilizing the newly fabricated basal joint by reconstructing the beak ligament and providing a suitable interposition material. After-care likewise emphasizes restoration of the thumb web space, joint mobilization, and strengthening of the supporting thenar musculature. A well-integrated surgical and therapy team will produce uniformly good functional results in the treatment of this disabling condition at the base of the thumb that differentiates us from our simian ancestors.

A comparison of the vastus splitting and median parapatellar approaches in total knee arthroplasty.

This prospective randomized study was undertaken to evaluate the vastus splitting approach as an alternative to the median parapatellar approach in primary total knee arthroplasty. Fifty-one knees in 42 patients were randomized preoperatively. Clinical parameters were evaluated preoperatively and at regular postoperative intervals. Electromyography was performed preoperatively and postoperatively to evaluate each approach relative to its effect on the innervation of the quadriceps mechanism. There were no significant preoperative differences. Postoperatively, there were no significant differences regarding strength, range of motion, knee scores, tourniquet time, proprioception, or patellar replacement. There were significantly more lateral releases performed and greater blood loss in the patients in the parapatellar group. The results of all preoperative electromyograms were normal, as were all of the results of postoperative electromyograms in the patients in the parapatellar group. However, the results of nine of 21 (43%) of the electromyograms performed postoperatively on patients who had the vastus splitting approach were abnormal. Significantly fewer lateral releases were performed and there was less blood loss in the patients in the vastus group. However, the postoperative electromyographic results revealed neurologic injuries in the vastus medialis muscle that only were present after the vastus splitting approach. The clinical significance of denervation of the vastus medialis muscle by the vastus approach remains to be determined by longer term clinical and electromyographic studies.

Histopathology of the palmar beak ligament in trapeziometacarpal osteoarthritis.

Eighteen cadaver hands were studied to investigate the relationship between degeneration of the palmar beak ligament and articular disease of the trapeziometacarpal joint. Eight of 18 joints had chondromalacia alone; 10 contained areas of eburnation in the palmar aspect of the joint. Beak ligament degeneration correlated closely with the presence of articular degeneration; all joints with eburnation demonstrated frank detachment of the ligament from its metacarpal insertion site. Histologically, the collagen fibers of the beak ligament were disorganized at the metacarpal attachment. The normal insertional zone of fibrocartilage was often unrecognizable on the metacarpal side and, in more degenerative specimens, an intervening synovial recess appeared at the palmar beak of the metacarpal. The trapezial insertion of the beak ligament showed no degenerative change. Increasingly severe cartilage disease was associated with progressive and selective degeneration of the collagen framework of the beak ligament at its insertion onto the thumb metacarpal. These localized histopathologic findings further support the existence of an anatomically distinct intra-articular beak ligament essential to the normal function of the trapeziometacarpal joint and suggest an etiologic relationship to osteoarthritic disease.

The role of ultrasonography in thromboembolic disease management in the orthopaedic patient.

Deep venous thrombosis (DVT) is a well-recognized contributor to increased morbidity and mortality following trauma and elective musculoskeletal procedures. Ultrasound has become a popular noninvasive modality for use in the detection of symptomatic DVT. However, its use as a screening tool in asymptomatic or postoperative patients has been questioned. The reliability of ultrasound rests mainly in the ability of the technicians performing the exam. Ultrasound has been shown to be less reliable in identifying asymptomatic calf thrombi; in institutions where ultrasound DVT surveillance is not performed routinely, the technique suffers from inadequate sensitivity to be utilized for routine screening purposes. Recognition of patients at high risk for DVT, along with an understanding of the limitations of ultrasound, will allow for appropriate clinical application of this modality.

Blood transfusion and total joint replacement surgery: T helper 2 (TH2) cytokine secretion and clinical outcome.

Surgery and blood transfusions have both been reported to cause decreases in various measures of cell-mediated immunity. A study of in vitro T helper lymphocyte type 2 (Th2) cytokine secretion after major joint replacement surgery was performed because these cytokines (IL4 and IL10) generally down-regulate cellular immune function. Th1 cytokines such as IL2 tend to up-regulate cellular immunity. Forty-three patients undergoing elective joint replacement surgery had pre- and multiple post-operative levels of IL2, IL4 and IL10 secretion measured and analysed with regard to demographic and clinical outcome data. Total joint replacement alone without allogeneic transfusions led to substantial increases in peak mean IL4 (2.1 times the pre-operative level) and IL10 secretion in vitro (4.3-fold) compared with much more modest increases in IL2 (1.36-fold) (P < 0.0001 for changes from baseline for each cytokine). In 14 patients who received allogeneic transfusions, these changes were greater than those in recipients of only autologous blood for IL4 (5.0-fold; P = 0.0036 vs. no allogeneic transfusion) and IL10 (15.7-fold; P = 0.079) but not for IL2 (1.38-fold; P = 0.38). The dramatic increase in Th2 cytokine secretion and minimal change in Th1 cytokine secretion after total joint replacement, with or without allogeneic transfusions, was seen regardless of type of anaesthetic, duration of surgery or whether knee or hip replacement occurred. These changes in cytokine patterns may contribute to the decreases in cellular immune function seen after surgery. Allogeneic transfusions but not autologous transfusions appear to exacerbate this immune deviation toward a T helper 2 (Th2) type response, and thus probably contribute to down-regulation of cellular immunity in the setting of joint replacement surgery.

Effect of standard total knee arthroplasty surgical dissection on human patellar blood flow in vivo: an investigation using laser Doppler flowmetry.

We examined the in vivo alterations of human patellar bone blood flow that occur with surgical dissection of the extensor mechanism during total knee arthroplasty. A laser doppler probe was used to measure central patellar blood flow at baseline after quadriceps tenotomy, after partial fat pad excision, after lateral release, and after completion of the lateral release with superolateral geniculate sacrifice. The initial quadriceps tenotomy and medial arthrotomy decreased patellar vascularity to 60.4% of baseline. Fat pad resection initiated another 10.4% decline. The lateral release resulted in a patellar vascularity that was 43.6% of baseline. Finally, the loss of superolateral geniculate inflow reduced the patellar flow to 30.61% of baseline.

Ultrasound surveillance for asymptomatic deep venous thrombosis after total joint replacement.

Prospective data on 202 consecutive patients who had a total of 123 total hip and ninety-four total knee arthroplasties were collected from two university medical centers. The findings of routine surveillance for deep venous thrombosis performed with ascending contrast venography were compared with those of surveillance with duplex ultrasonography complemented with color-flow Doppler imaging. All of the studies were performed between the third and seventh postoperative days. Of the 202 patients (342 extremities) who were examined, fifty-five (27 per cent) were found to have deep venous thrombosis; fifty-two (95 per cent) of the thrombi were in the calf and three (5 per cent) were in the proximal veins. All of the thrombi were clinically asymptomatic and all were nonocclusive, allowing passage of contrast medium around an intraluminal filling defect. Duplex ultrasonography with color-flow Doppler imaging correctly identified two of the three proximal thrombi and five of the fifty-two thrombi in the calf (sensitivity, 10 per cent). The sensitivity for the detection of thrombi in the calf was zero of sixteen at one of the institutions involved in the study and 14 per cent (five of thirty-six) at the other. There were two false-positive findings on ultrasonographic examination; one involved a proximal thrombus and one, a distal thrombus. We believe that the interinstitutional variability and insensitivity of duplex ultrasonography with color-flow Doppler imaging for the detection of asymptomatic deep venous thrombi in the calf after total joint replacement make it unreliable as a routine surveillance tool after total hip or knee arthroplasty.

The Frank Stinchfield Award. Inhibition of heterotopic ossification with radiation therapy in an animal model.

An animal model for the study of heterotopic ossification was developed and the effects of perioperative radiation were analyzed. In Phase I, New Zealand White rabbits (n = 18) underwent surgery either with or without muscle injury on each hip to establish the most reliable model in which to study heterotopic ossification. In Phase II, rabbits (n = 36) underwent either 400, 800, or 1200 cGy radiation to one hip 24 hours after bilateral hip surgery to establish a dose response relationship for postoperative radiation therapy. In Phase III, rabbits (n = 24) underwent preoperative radiation therapy (800 cGy) at 4, 16, or 24 hours preoperatively to investigate the mechanism of action and efficacy of preoperative radiation therapy. Monthly radiographs were graded by blinded observers for severity of heterotopic ossification. Mean grade, intraobserver and interobserver variability, and statistical significance were evaluated. In Phase II, 17 of 18 rabbits generated heterotopic ossification in both hips, and the mean grade of heterotopic ossification was always greater on the operative side with intentional muscle injury. Variability in the grading was considered excellent. Phase II revealed that 800 cGy was the minimal effective dose. Contrary to hypothesis, Phase III revealed an increasing grade of heterotopic ossification coinciding with a decreasing preoperative time interval, with the difference in heterotopic ossification grade with 24-hour versus 4-hour preoperative radiation being significant. The rabbit model is reliable and reproducible and closely resembles the human clinical situation after hip surgery. Preoperative and postoperative radiation effectively prevented heterotopic ossification formation. The results support the use of preoperative radiation and establish a need for additional investigation regarding the mechanism of action and timing of preoperative radiation therapy.

Prevention of deep-vein thrombosis after total hip arthroplasty. Comparison of warfarin and dalteparin.

The effectiveness and safety of warfarin were compared with those of a low-molecular-weight heparin (dalteparin) for the prevention of deep-vein thrombosis after total hip arthroplasty in a prospective, randomized, multi-institutional trial. Patients who were older than eighteen years of age and were scheduled to have an elective primary or revision total hip arthroplasty were eligible; 580 patients were randomized, 550 had the operation and received prophylaxis, and 382 had evaluable venograms. Prophylaxis was provided either with warfarin beginning the night before the operation or with dalteparin beginning two hours before the operation and was continued until venography was performed. Bleeding was assessed on the basis of intraoperative blood loss, transfusion requirements, a decrease in hematocrit, and clinically identified bleeding complications. The prevalence of deep-vein thrombosis was found to be significantly lower in the patients who had received dalteparin than in those who had received warfarin (twenty-eight [15 per cent] of 192 patients compared with forty-nine [26 per cent] of 190 patients; p = 0.006). Deep-vein thrombosis occurred in the calf veins of twenty-one patients (11 per cent) who had received dalteparin and of forty-three patients (23 per cent) who had received warfarin; this difference was significant (p = 0.003). Proximal deep-vein thrombosis occurred in ten patients (5 per cent) who had received dalteparin and in sixteen patients (8 per cent) who had received warfarin; however, with the numbers available, no significant difference could be detected (p = 0.185). We also could not detect a significant difference with regard to the intraoperative and postoperative blood loss, the decrease in hematocrit, and the prevalence of major bleeding complications between the two groups; however, the patients who had received dalteparin had a significantly higher prevalence of bleeding complications involving the operative site (p = 0.03), and a significantly greater percentage required postoperative transfusions (p = 0.001). We concluded that preoperative prophylaxis with dalteparin is significantly more effective than that with warfarin in preventing deep-vein thrombosis after total hip arthroplasty. The greater effectiveness of dalteparin must be considered, however, in light of an increased need for postoperative transfusions and an increase in the prevalence of wound-related bleeding complications.

Isolated digital swelling as the initial presentation of juvenile rheumatoid arthritis.

Juvenile rheumatoid arthritis (JRA) is an inflammatory condition that affects children under 16 years of age. The cases of 7 patients with isolated finger swelling as the initial manifestation of JRA are reviewed. In these children, the diagnosis was significantly delayed (t-test, p < .0076) for up to 14 months (mean, 8 months) when compared to a mean of 3.4 months in the JRA patients with a typical onset. Of the patients with the initial presentation of isolated digital swelling, +/7 (57%) had disease that became polyarticular, whereas only 15% of the patients with the initial presentation of large-joint disease experienced progression to polyarticular disease (Fisher's exact test, p < .0307). This presentation of JRA should be recognized so that appropriate management can be instituted promptly.

Simulated Bennett fracture treated with closed reduction and percutaneous pinning. A biomechanical analysis of residual incongruity of the joint.

UNLABELLED: Contact area and contact pressure within the trapeziometacarpal joint were measured during static and dynamic loading in a cadaver model. The measurements were repeated after a Bennett fracture had been simulated with use of an osteotomy of the metacarpal base. The beak fragment was recessed two millimeters and was fixed in close apposition to maintain the integrity of the palmar beak ligament, and contact area and contact pressure were measured during lateral pinch. Despite the resulting articular incongruity, the mean total contact area of the joint surface increased from 15.8 to 25.8 square millimeters (63 per cent) in all specimens after simulation of the Bennett fracture (p = 0.02), and it shifted dorsally in moderately osteoarthrotic and non-osteoarthrotic specimens. The mean contact area in the palmar region of the joint surface decreased, from 58 to 25 per cent of the total area (p = 0.04); that in the central region increased, from 28 to 52 per cent (p = 0.05); and that in the dorsal region increased, but not significantly with the numbers available, from 14 to 24 per cent (p = 0.18). No pathological concentration of contact pressure was seen at the margin of the articular step-off. The changes in area and pressure reflect an unloading of the metacarpal beak, where osteoarthrotic degeneration most commonly occurs. CLINICAL RELEVANCE: There is no biomechanical basis for predisposition to post-traumatic osteoarthrosis after a Bennett fracture with a small palmar-beak component and a residual two-millimeter articular step-off, provided that the fragments of the shaft and the beak heal in close apposition. This suggests that reduction of the metacarpal shaft relative to the trapezium and the beak fragment, rather than strict anatomical restoration of the joint surface, should be the priority of treatment. Bennett fractures that can be reduced with articular incongruity of no more than two millimeters may be treated satisfactorily with closed reduction and percutaneous pinning without the need for open anatomical reduction and internal fixation of the joint surface.