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Elbow Instability in Children: Lisa L. Lattanza, MD, Greg Keese, MD
Elbow Instability in Children: Lisa L. Lattanza, MD, Greg Keese, MD
Recurrent instability in the adult elbow post in childhood and the multiple ossification centers
trauma has been well documented [1–7]; however, appearing at different times during development
little has been written about instability in the (Fig. 1). When a pediatric patient presents to the
pediatric elbow. Instability in the pediatric elbow emergency department with an elbow injury, a frac-
can be secondary to trauma, developmental disor- ture or dislocation must be ruled out. It is
ders, congenital anomalies, inherited disorders, or frequently helpful to also radiograph the uninjured
acquired systemic processes. The purpose of this extremity for a normal comparison. It is much
article is to review current concepts of injuries more common in children for a dislocated elbow
leading to elbow instability, discuss how to recog- to spontaneously reduce; therefore, a high index
nize and treat the instability, and address other, of suspicion is necessary at times to make the diag-
nontraumatic causes of elbow instability. nosis of a dislocation in a child. It is possible that
Dislocations of the elbow are the most common radiographs may benormal in appearance or have
type of dislocation in the pediatric age group. only subtle signs such as an avulsion fracture of
Elbow fractures account for 7% to 9% of all the tip of the coronoid, a radial head fracture, or
pediatric fractures [8–11], whereas the incidence a medial epicondyle fracture. The significance is
of dislocations is quoted to be 3% to 6% [12,13], that late instability can be seen when these injuries
increasing at age 13 to 14 years as the growth plates are unrecognized or undertreated.
close. Fractures and dislocations can lead to insta- The examiner must also carefully assess the
bility of the pediatric elbow by direct injury to sta- neurovascular status of the extremity. Although
bilizing structures or indirectly by way of malunion uncommon, the median nerve can become entrap-
or nonunion. ped in the joint with reduction after dislocation. It
As in the adult patient, fractures and disloca- can have devastating consequences when it goes
tions of the elbow are the leading cause of unnoticed.
instability in the elbow. The mechanism of injury
is that of a fall on an outstretched hand with an
axial load to the elbow in forearm pronation, as Traumatic causes of instability
described by O’Driscoll and colleagues [14].
Medial epicondyle fracture/nonunion
Elbow radiographs in children can be difficult to
evaluate due to the cartilaginous nature of the joint During a dislocation of the elbow, the medial
epicondyle can be disrupted and become entrapped
in the joint. Incarceration usually occurs in
* Corresponding author. Division of Hand and Up-
conjunction with an elbow dislocation and sponta-
per Extremity Surgery, Department of Orthopaedic Sur-
gery, University of California, San Francisco Medical
neous ulnohumeral reduction. The garden-variety
Center, 500 Parnassus Avenue, MU320W, San Francisco, medial epicondylar separation due to indirect ten-
CA 94143. sioning of the flexor origin generally does not
E-mail address: lattanza@orthosurg.ucsf.edu produce enough energy to displace the epicondyle
(L.L. Lattanza). below the trochlea. The epicondylar incarceration
0749-0712/08/$ - see front matter Ó 2008 Elsevier Inc. All rights reserved.
doi:10.1016/j.hcl.2007.11.007 hand.theclinics.com
140 LATTANZA & KEESE
epicondyle and distal humerus share a confluent growth arrest is a concern with accurate tunnel
physis near skeletal maturity. The LUCL isometric placement, and lateral epicondylar growth arrest
origin is distal to this common physis, rendering it should not have any clinical consequences in the
vulnerable during tunnel placement (Fig. 4). In re- context of LUCL reconstruction.
ality, only the lateral epicondylar physis and the An 11-year-old boy presented to the clinic
most lateral aspect of the capitellar physis should 1 year after an injury to his dominant elbow
be vulnerable during tunnel placement. It remains with inability to rotate the forearm fully (range of
to be determined whether a 4.5-mm tunnel travers- motion [ROM] 90 pronation and 20 supination
ing an apophyseal physis near skeletal maturity with 0/140 elbow ROM). Radiographs showed
would have any detrimental impact. Most girls an old radial head fracture (Fig. 5). The patient
fuse this common physis by age 13 years, whereas was taken to the operating room for an elbow
most boys are fused by age 15 years [31]. In some arthroscopy and examination under anesthesia.
cases, the distal humeral growth plates close early An osteochondral loose body that had attached
after severe elbow trauma, making this a nonissue; to the radial head and scar tissue around the
however, some patients who have PLRI have open head were excised. Full forearm ROM was
growth plates, especially when the diagnosis is restored arthroscopically; however, when the fore-
made shortly after the trauma has occurred. arm was supinated, the patient demonstrated
The authors recommend ligament repair in PLRI clinically and on flouroscan (Fig. 6). The
cases of avulsion or when suitable soft tissue exists. elbow was opened through a Kocher approach.
Repair may be performed using suture tunnels or The LUCL was found to have a midsubstance
suture anchor. In cases of tissue attenuation, tear with a redundant capsule (Fig. 7). The liga-
reconstruction with palmaris longus or suitable ment was of adequate quality for repair, and the
allograft is advocated. There are some technical capsule was imbricated. At 2-year follow-up, the
differences between pediatric and adult reconstruc- patient has full ROM of the elbow and forearm
tion. The diameter of the ulnar bone tunnels should without evidence of instability. He is participating
be reduced to 2 to 3 mm, and the spanning bone in sports, including baseball.
bridge may have to be slightly narrower depending
on the size of the ulna. Graft size should be
Lateral ulnar collateral ligament attenuation
adjusted accordingly. At the isometric point,
due to cubitus varus
bone tunnel placement in linear direction and
depth must be accurate to avoid multiple passes PLRI of the elbow after cubitus varus defor-
and the need for tunnel enlargement in the physis. mity was reported in the literature in 1995 by Abe
The authors do not believe that distal humerus and colleagues [32]. They described four patients
Fig. 4. AP radiograph and MRI of a skeletally immature elbow. Relationship of growth plate to LUCL origin. Arrows
depict insertion sites of LUCL and placement of bone tunnel for reconstruction.
ELBOW INSTABILITY IN CHILDREN 143
Fig. 8. Biomechanics of the triceps mechanism and its effect on ulnohumeral stability. (A) Normal alignment with a slightly
valgus carrying angle. The triceps force vector (FT), which is almost perpendicular to the joint line, can be resolved into two
perpendicular vectors. A slight valgus force (F2val) exists. (B) Cubitus varus. The triceps force vector (FT1) can be resolved
into two force vectors: F1, which is perpendicular to the joint surface, and F2var, which is directed medially. This medial force
vector causes external rotation of the ulna about its long axis (Mroll). The offset between F1 and the axis of rotation (due to
the deformity at the supracondylar level) causes a moment arm (MA) through which external rotation and varus deforming
torques occur with triceps contraction. (From O’Driscoll SW. Tardy posterolateral rotatory instability of the elbow due to
cubitus varus. J Bone Joint Surg Am 2001;83:1364; with permission.)
considered for the diagnosis of tardy PLRI. Again, be seen in other circumstances. Biomechanical
careful lateral palpation and pivot shift, Lach- theories of valgus overload to the radiocapitellar
man’s, chair, and push-up tests should be per- joint during the acceleration phase of throwing
formed [16,17]. Radiographs to measure varus and [38–41] or during weight bearing in gymnastics are
assess ulnohumeral and radiocapitellar alignment commonly proposed mechanisms for the develop-
should be obtained. Examination under anesthesia ment of OCD [42,43].
may be necessary to confirm the diagnosis. In some patients, OCD can lead to late
Current recommendations are for corrective instability of the radial head as the problem
osteotomy to restore the normal carrying angle progresses [44]. Klekamp and colleagues [44]
and LUCL reconstruction. In some isolated cases have also seen progressive subluxation of the
with a varus deformity less than 15 in a low- radial head in OCD of the elbow. The reasons
demand patient, LUCL reconstruction alone may for this are not entirely clear.
be adequate [34]. In a study by Morrey and An [45], it was dem-
onstrated that the osseous articular cartilage
between the radius and the capitellum contributed
Osteochondritis dissecans
33% of the resistance to valgus stress at 90 of
Osteochondritis dissecans (OCD) involves elbow flexion. Schenck and Goodnight [46], in
avascular necrosis of a localized area of subchon- a cadaveric model, showed a mismatch in stiffness
dral bone, with loss of support for the adjacent between the capitellum and radial head. They pro-
cartilage. Only 6% of patients who have OCD posed that the less-stiff capitlellum is at risk from
have elbow involvement [37]. It occurs in early compressive forces at the radiocapitellar joint,
adolescents after the capitellum has ossified. which could account for the fragmentation of
The exact mechanism for development of OCD the capitellum but still does not fully explain the
is not known. It is more commonly seen in instability sometimes seen with the radial head
throwing athletes and gymnasts, although it can subluxing or dislocating in some patients.
ELBOW INSTABILITY IN CHILDREN 145
Although not discussed in the literature pre- excellent clinical and radiographic results in seven
viously, one other possible contributing factor of eight patients and return to sport in six of eight
could be subtle ligamentous instability on the patients, including three pitchers.
lateral side of the elbow. Adult patients who have
PLRI usually have a lesion on the capitellum,
Monteggia fractures
similar in location to OCD, caused by the
impaction of the radial head as it subluxes poster- The Monteggia lesion (ulna fracture with
olaterally. It may be possible that athletes placing radial head dislocation) is uncommon but not
high demands on the elbow develop a very subtle rare. The results of this injury when recognized
instability similar to that seen in the shoulder in and treated acutely are generally good; however,
pitchers. This subtle instability could lead to this the results of treatment in the unrecognized or
lesion in a minority of cases; however, it has not chronic lesion are much less predictable. Sixteen
been proved biomechanically and is only a clinical percent to 33% of Monteggia lesions are missed
observation seen by the authors in a few cases. according to Dorman and Rang [50]. The reasons
At this point, there is no way to determine which for this are varied. Often, trauma radiographs are
patients who have OCD will develop a radial head inadequate or read by someone who has little
dislocation. In the authors’ experience, however, experience interpreting pediatric elbow radio-
the loss of motion is greater in patients who go on graphs. Even when recognized, the lesion may be
to develop a dislocation of the radial head. undertreated because some of the fractures/dislo-
Treatment of OCD lesions varies depending on cations can redisplace in a cast with closed treat-
the severity of the lesion. The Internal Cartilage ment alone. When this lesion is not recognized
Repair Society (ICRS) has suggested the following during the course of treatment, the patient will
arthroscopic classification system for OCD lesions go on to have a chronic radial head dislocation.
[47]: ICRS OCD grade I indicates a stable lesion There are also some Monteggia fractures that
with a continuous but softened area covered by in- are irreducible or ‘‘unstable.’’
tact cartilage; ICRS OCD grade II denotes a lesion There is no controversy regarding the treat-
with partial discontinuity that is stable when ment of acute Monteggia fractures. The ulnar
probed; ICRS OCD grade III denotes a lesion angulation is corrected and held in position,
with a complete discontinuity that is not yet dislo- which usually corrects the radial head dislocation.
cated; and ICRS OCD grade IV indicates an empty In some cases, however, a reduction of the radial
defect or a defect with a dislocated fragment or head cannot be achieved by closed reduction
a loose fragment lying within the bed. secondary to soft tissue interposition. Fig. 9A
Several treatment recommendations have been shows the radiograph of a 9-year-old who had
made by Takahara and colleagues [48] based on an acute Monteggia injury and radial nerve palsy.
a retrospective study of 106 patients who had The radial head was irreducible with closed treat-
OCD. Patients who had an open physis, normal ment. An open reduction was performed. Fig. 9B
elbow ROM, and a flattening of the capitellum shows the radial nerve that was interposed in the
radiographically were considered to have stable joint, blocking the reduction. The radial nerve
lesions. These patients responded well to rest was carefully removed from the joint, and the
without operative intervention. patient regained full function 3 months post oper-
Takahara and colleagues [48] further classified an ation. It is important to be aware of the possibility
unstable lesion as presenting with one of the follow- of nerve entrapment and to not attempt repeated
ing: a mature capitellum with closed growth plates, reductions under those circumstances without
radiographic fragmentation, and loss of motion of opening the joint.
at least 20 . These patients had a better outcome There is no consensus for absolute operative
with operative intervention. For grade II lesions, indications for the chronic Monteggia lesion. There
bone peg fixation was recommended. For grade III is certainly debate with regard to surgical interven-
lesions, fragment fixation and bone grafting was rec- tion in an asymptomatic child with good ROM.
ommended, and for grade IV lesions covering There are implications for decreased function,
greater than 50% of the capitellar surface, osteo- pain, progressive valgus instability, tardy ulnar
chondral mosaicplasty provided the best results. nerve palsy, and dislocation of the distal radioulnar
The use of the mosaicplasty in the elbow is joint when left untreated [51]. Some investigators
a relatively new technique, with a report by [52] state that as long as the radial head has a nor-
Iwasaki and colleagues [49] showing good to mal concave shape, the joint should be reduced.
146 LATTANZA & KEESE
Fig. 9. Radiograph (A) and intraoperative photo (B) of an acute Monteggia injury with soft tissue, including the radial
nerve, blocking the reduction.
One of the main considerations in entertaining stability of the joint after osteotomy. In some cases,
operative intervention is the high complication rate an annular ligament reconstruction is necessary to
associated with surgical correction [53]. The list of augment the reduction but should not be relied on
potential complications includes nerve palsy, to hold the reduction. Overcorrection of the ulnar
nonunion of the ulnar osteotomy, loss of reduc- deformity is necessary to hold the radial head in
tion, compartment syndrome, infection, radioul- a reduced position throughout the arc of motion.
nar synostosis, loss of motion, and malunion of Inoue and Shionoya [54] found that, ultimately,
the ulnar shaft. A thorough discussion with the annular ligament reconstruction and pinning of
parents regarding these potential complications is the joint had no effect on stability. The only signi-
imperative. ficant difference in the result was whether the ulna
The authors’ preferred method for reduction of deformity was overcorrected.
the chronic Monteggia lesion is an ulnar osteotomy
with iliac crest bone graft or allograft. The ulnar
Radial head dislocations
length and the proper angulation must be restored
and held with a plate (Fig. 10). The radiocapitellar The most common cause of pediatric instability
joint is opened to remove any interposed material, at the elbow is radial head subluxation or disloca-
and an assessment is made with regard to the tion. Pediatric radial head instability can be
Fig. 10. Chronic Monteggia fracture/dislocation (A) and correction by ulnar osteotomy (B).
ELBOW INSTABILITY IN CHILDREN 147
Fig. 12. (A) Lateral radiograph of a patient who has familial undifferentiated joint laxity syndrome. The radiograph
demonstrates subluxation of the elbow. (B) MRI scan of the same patient demonstrating subluxation of the elbow,
with a hypoplastic fossa. (C) Additional MRI image of the patient demonstrating radiocapitellar joint incongruency.
chronic instability of the post-traumatic nature and to devise more effective surgical interventions
more aggressively than has been done in the past. for treating the sequelae of injury and instability.
Only in the past 15 years have some instability
patterns of the elbow been recognized in the adult,
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