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Opioid-Induced Androgen Deficiency in Veterans With Chronic Nonmalignant Pain
According to the CDC, the medical use of opioid painkillers has increased at least 10-fold during the past 20 years, “because of a movement toward more aggressive management of pain.”1 Although opioid therapy is generally considered effective for the treatment of pain, long-term use (both orally and intrathecally) is associated with adverse effects (AEs) such as constipation, fatigue, nausea, sleep disturbances, depression, sexual dysfunction, and hypogonadism.2,3Opioid-induced androgen deficiency (OPIAD), as defined by Smith and Elliot, is a clinical syndrome characterized by inappropriately low concentrations of gonadotropins (specifically, follicle-stimulating hormone [FSH] and luteinizing hormone [LH]), which leads to inadequate production of sex hormones, including estradiol and testosterone.4
Related: Testosterone Replacement Therapy: Playing Catch-up With Patients
The mechanism behind this phenomenon is initiated by either endogenous or exogenous opioids acting on opioid receptors in the hypothalamus, which causes a decrease in the release of gonadotropin- releasing hormone (GnRH). This decrease in GnRH causes a reduction in the release of LH and FSH from the pituitary gland as well as testosterone or estradiol from the gonads.4,5 Various guidelines report different cutoffs for the lower limit of normal total testosterone: The Endocrine Society recommends 300 ng/dL, the American Association of Clinical Endocrinologists suggests 200 ng/dL, and various other organizations suggest 230 ng/dL.6-8 Hypotestosteronism can result in patients presenting with a broad spectrum of clinical symptoms, including reduced libido, erectile dysfunction (ED), fatigue, hot flashes, depression, anemia, decreased muscle mass, weight gain, and osteopenia or osteoporosis.4 Women with low testosterone levels can experience irregular menstrual periods, oligomenorrhea, or amenorrhea.9 Opioid-induced androgen deficiency often goes unrecognized and untreated. The reported prevalence of opioid-induced hypogonadism ranges from 21% to 86%.4,9 Given the growing number of patients on chronic opioid therapy, OPIAD warrants further investigation to identify the prevalence in the veteran population to appropriately monitor and manage this deficiency.
The objective of this retrospective review was to identify the presence of secondary hypogonadism in chronic opioid users among a cohort of veterans receiving chronic opioids for nonmalignant pain. In addition to identifying the presence of secondary hypogonadism, the relationship between testosterone concentrations and total daily morphine equivalent doses (MEDs) was reviewed. These data along with the new information recently published on testosterone replacement therapy (TRT) and cardiovascular (CV) risk were then used to evaluate current practices at the West Palm Beach VAMC for OPIAD monitoring and management and to modify and update the local Criteria for Use (CFU) for TRT.
Methods
Patient data from the West Palm Beach VAMC in Florida from January 2013 to December 2013 were reviewed to identify patients who had a total testosterone (TT) level measured. All patient appointments for evaluation and treatment by the clinical pharmacy specialist in pain management were reviewed for data collection. This retrospective review was approved by the scientific advisory committee as part of the facility’s ongoing performance improvement efforts as defined by VHA Handbook 1058.05 and did not require written patient consent.10
Several distinct TT level data were collected. The descriptive data included patient age; gender; type of treated pain; testosterone level(s) drawn, including TT level before opioid therapy, TT level before/during/after TRT, and current total testosterone level; total daily MED of opioid therapy; duration of chronic opioid therapy; symptoms of exhibited hypogonadism; TRT formulation, dose, and duration; TRT prescriber; symptom change (if any); and laboratory tests ordered for TRT monitoring (lipid profile, liver profile, complete blood count, LH/FSH, and prostate specific antigen [PSA] panel).5,11,12
Related: Combination Treatment Relieves Opioid-Induced Constipation
Daily MED of opioid therapy was calculated using the VA/DoD opioid conversion table for patients on oxycodone, hydromorphone, or hydrocodone.13 For those on the fentanyl patch or methadone, conversion factors of 1:2 (fentanyl [µg/h]:morphine [mg/d]) and 1:3 (methadone:morphine) were used to convert to the MED.14 For patients on the buprenorphine patch, the package insert was used to convert to the corresponding MED.15 Combination therapies used the applicable conversions to calculate the total daily MED.
Once the data were collected, descriptive statistics were used to analyze the data. In addition, 4 graphs were generated to review potential relationships. The correlation coefficient was calculated using the Alcula Online Statistics Calculator (http://www.alcula.com; Correlation Coefficient Calculator).
Results
A total of 316 unique veteran patients were seen by the clinical pharmacy specialist in pain management from January 1, 2013, through December 31, 2013. Of these, 73 patients (23.1%) had at least 1 TT level drawn in 2013. Three patients with testosterone levels drawn (4.1%) were excluded from the data analysis for the following reasons: 1 patient did not have testosterone levels on file before receiving testosterone replacement from a non-VA source, 1 patient received opioids from a non-VA source (MED and duration of opioid therapy could not be calculated), and 1 patient inconsistently received opioids and MED used at the time of testosterone level draw. Per the local TRT CFU, a TT level > 350 ng/dL does not require treatment, whereas levels < 230 ng/dL (with symptoms) may require TRT, and < 200 ng/dL should be treated as hypogonadal (interpretation based on local laboratory’s reference range for TT).16 Of the 70 patients included in the analysis, 34 (48.6%) had a TT level < 230 ng/dL and would be considered eligible for TRT if they presented with symptoms of low testosterone. Of these 34 patients with a low testosterone level, 28 (40%) were being treated or had been treated with TRT (Figure 1).
The average age of the male patients with a testosterone level drawn was 58.3 years, which was not significantly different from the calculated median age of 60 years. No female patients had a testosterone level drawn. On average, the TT level was normal before starting opioids (reference range per local laboratory: 175-781 ng/dL). Once opioids were initiated, patients were treated for an average duration of 52.5 months (calculated through December 2013) with an average daily dose of 126.8 MED (Table). Fifty of the 70 patients (71.4%) with testosterone levels drawn in 2013 received TRT. The most common symptoms reported by patients related to low testosterone included ED, decreased libido, depression, chronic fatigue, generalized weakness, and hot flashes or night sweats.
The average TT level prior to TRT was 145.3, and the average testosterone level after initiation of or during treatment with TRT was 292.4, which is within the normal TT level range. Most patients receiving TRT were treated with testosterone cypionate injections, and this was also the formulation used for the longest periods, likely due to the local CFU. In addition to testosterone cypionate injections, patients were also treated with testosterone enanthate injections, testosterone patches, and testosterone gel.
Figure 1 compares current testosterone level and testosterone level before TRT with total daily MEDs. Figure 2 compares current testosterone level and testosterone level before TRT with length of opioid therapy. The 2 figures use data from all patients included in the analysis and indicate a potential inverse relationship between the total daily MED and duration of therapy with the testosterone level, although none of the calculated correlation coefficients indicate that a strong relationship was present.
Figures 3 and 4 include data only for patients who had both a testosterone level collected before opioids (baseline testosterone level) and a current testosterone level. Figure 3 trends the data using total daily MED, and Figure 4 uses the duration of opioid therapy. The correlation for Figure 4 is slightly stronger; the strongest negative correlations were identified between total daily MED and testosterone level before opioid therapy (r = -0.273) and duration of opioid therapy and testosterone level prior to opioid therapy (r = -0.396). The trends indicate that most patients had a normal TT level before opioid treatment and that patients treated with higher MEDs and for longer durations of time were more likely to have lower total testosterone levels.
Discussion
Low testosterone levels can adversely affect patients’ quality of life (QOL) and add to patients’ medication burden with the initiation of TRT. Given new data analyzing the potential effects of TRT on CV event risk, the use of TRT should be carefully considered, as it may carry significant risks and may not be suitable for all patients.
In November 2013, a study was published regarding TRT and increased CV risk.17 This was a retrospective cohort study of men with low testosterone levels (< 300 ng/dL) who had undergone coronary angiography in the VA system between 2005 and 2011 (average age in testosterone group was 60.6 years). The results were significant for an absolute rate of events (all-cause mortality, myocardial infarction [MI], and ischemic stroke) of 19.9% in the no testosterone group and 25.7% in the TRT group, an absolute risk difference of 5.8% at 3 years after coronary angiography. Kaplan-Meier survival curves demonstrated that testosterone use was associated with increased risk of death, MI, and stroke. This result was unchanged when adjusted for the presence of coronary artery disease (CAD). In addition, no significant difference was found between the groups in terms of systolic blood pressure, low- density lipoprotein cholesterol level, or in the use of beta-blocker and statin medications. What is important to note is that in this cohort, 20% had a prior history of MI and heart failure, and more than 50% had confirmed obstructive CAD on angiography. In addition, as this was an observational study, confounding or bias may exist, and given the study population, generalizability may be limited to a veteran population.
Related: A Multidisciplinary Chronic Pain Management Clinic in an Indian Health Service Facility
Another retrospective cohort study assessed the risk of acute nonfatal MI following an initial TRT prescription in a large health care database (average age based on TRT prescription was 54.4 years).18 In men aged ≥ 65 years, a 2-fold increase in the risk of MI in the immediate 90 days after filling an initial TRT prescription declined to baseline after 91 to 180 days among those who did not refill their prescription. Younger men with a history of heart disease had a 2- to 3-fold increased risk of MI in the 90 days following initial TRT prescription. No excess risk was observed in the younger men without such a history. Again, this study has its limitations related to the retrospective design and use of a health care database as opposed to a randomized controlled trial.
In February 2014, a VA National Pharmacy Benefits Management (PBM) bulletin addressed 2 recent studies that had identified a possible risk of increased CV events in men receiving TRT. The bulletin noted that these studies had prompted the FDA to reassess the CV safety of TRT.19 The TRT CFU was updated by VISN 8 to ensure that the patients receive appropriate treatment and are monitored accordingly.
One of the major changes to the CFU was defining the reference ranges for TRT (interpretation based on a local laboratory’s reference range for total testosterone): serum TT < 200 ng/dL be “treated as hypogonadal, those with TT > 400 ng/dL be considered normal and those with TT 200-400 ng/dL be treated based on their clinical presentation if symptomatic; TT levels > 350 ng/dL do not require treatment, and levels below 230 ng/dL (with symptoms) may require testosterone replacement therapy.”16 Other important updates included revision of the exclusion criteria as well as highlighting special considerations related to TRT, including the use of free testosterone levels rather than TT levels in patients with suspected protein-binding issues, role in fertility treatments, limited use in patients on spironolactone therapy (due to spironolactone’s anti-androgen effects), and potential association with mood and behavior.16
As chronic opioid therapy is associated with OPIAD, the renewed interest in TRT and its potential AEs provides yet another reason to reconsider opioid therapy. This is especially valid when opioids are the potential cause of hypogonadism and the reaction is treating the AEs of opioids (as opposed to considering elimination of the causative agent) with a therapy that can potentially increase the risk for CV events so that opioids can be continued. Outside the potential CV risk with TRT, opioids carry the innate risk for substance abuse and addiction.
The Opioid Safety Initiative Requirements was released as a memorandum in April 2014 and is the VHA’s effort to “reduce harm from unsafe medications and/or excessive doses while adequately controlling pain in Veterans.”20 Although it does not discuss the risk of OPIAD, it does highlight the need to identify and mitigate high-risk patients as well as high-risk opioid regimens. All these factors, including the possibility of hypogonadism, should be considered before starting opioid therapy and at the time of opioid renewal, as it is known that opioid therapy is not without risks.
At the West Palm Beach VAMC, the primary care providers (PCPs) are responsible for the management of TRT, including the workup, renewal, and monitoring. The Chronic Nonmalignant Pain Management Clinic (CNMPMC) orders testosterone levels on patients who report symptoms of low testosterone, such as hot flashes, depression, and low energy level and refers them to their PCP as indicated. The authors believe that this is most appropriate for a number of reasons: (1) the CNMPMC is a consult service, and patients are not followed indefinitely; (2) patients should be fully evaluated for appropriateness of TRT (including assessment of CV risk) before starting therapy; and (3) the necessary monitoring parameters (laboratory testing, digital rectal exam, and osteoporosis screening) are not typically within the VA pain clinic provider’s scope of practice or expertise. A consideration for future practice would be to incorporate the use of a standardized questionnaire for OPIAD monitoring in patients receiving ≥ 100 mg of morphine daily (eg, the Aging Males’ Symptoms scale).21 It should, however, be at the forefront of the pain specialist’s and PCP’s minds that all patients on chronic opioid therapy or considering chronic opioid therapy should be counseled on the risk for OPIAD. If OPIAD is identified, the patient should be carefully considered for an opioid dose reduction as an initial management strategy.
Limitations
A limitation of this review is the lack of consistency or adequacy of serum testosterone sampling, noting that valid testosterone levels need to be drawn in the morning and not obtained during a time of acute illness. In addition, testosterone levels need to be drawn at an appropriate interval while on TRT (eg, at the midpoint between testosterone injections).16 Although the time of the sample collection is documented in the Computerized Patient Record System (CPRS), it is unknown whether the patient was acutely ill on the day of the sampling unless a progress note is entered, and it is difficult to determine whether the level timing was accurate based on the testosterone replacement formulation. Another limitation is that the average decline in serum testosterone levels with aging in men is 1% to 2% per year. A significant fraction of older men have levels below the lower limit of the normal range for healthy young men, so in older men it can be more difficult to determine whether low testosterone is related to chronic opioid use or to older age.5,16
As this was a retrospective review, additional limitations included the inability to measure subclinical OPIAD, and the data collection related to symptoms of hypogonadism was restricted by documentation in the CPRS progress notes. The lack of data for females does not contribute to the literature on OPIAD in women. Finally, as the total daily MED does not distinguish between short-acting and long-acting opioid therapy, no differences between the impacts of short-acting vs long- acting opioid therapy on risk for hypogonadism can be inferred. There is evidence to suggest that long-acting opioids are associated with a significantly higher risk for OPIAD compared with short-acting opioids, although the mechanism behind this is not well established.22,23
Conclusions
The average age of the patients on chronic opioid therapy with a testosterone level drawn in this cohort was 58.3 years, which is younger than originally anticipated. The median age of 60 years is not significantly different from the average age, indicating that outliers did not impact this calculation. On average, the TT level was normal before starting opioids. Once opioids were started, patients were treated for an average duration of 52.5 months with an average daily dose of 126.8 mg MED. In this veteran cohort, 48.6% of patients met the criteria for TRT based on TT level alone, which is within the reported prevalence range of opioid-induced hypogonadism already published.4,9 These results are in line with the original hypothesis that chronic opioid use can adversely impact testosterone levels and can have a poor effect on a patient’s QOL due to symptoms of low testosterone. In addition to TRT, possible and suggested (but not proven) treatment options for OPIAD include discontinuation of opioid therapy, opioid rotation, or conversion to buprenorphine.21 The approach used should account for multiple patient-specific factors and should be individualized.
Based on the data, there is a trend toward lower testosterone levels in veterans treated with higher MED and for longer periods with chronic opioids. Given recent data that infer that TRT carries increased CV risk as well as the VHA’s Opioid Safety Initiative, it is imperative that providers closely evaluate the appropriateness of starting TRT and/or continuing chronic opioid therapy. All patients generally should have failed non- opioid management prior to opioid therapy for chronic nonmalignant pain, and this should be documented accordingly. It is also crucial to have the “opioid talk” with patients from time to time and discuss the risks vs benefits, the potential for addiction, overdose, dependence, tolerance, constipation, and OPIAD so patients can continue to be an active and informed participants in their care.
Author disclosures
The authors report no actual or potential conflicts of interest with regard to this article.
Disclaimer
The opinions expressed herein are those of the authors and do not necessarily reflect those of Federal Practitioner, Frontline Medical Communications Inc., the U.S. Government, or any of its agencies. This article may discuss unlabeled or investigational use of certain drugs. Please review the complete prescribing information for specific drugs or drug combinations—including indications, contraindications, warnings, and adverse effects—before administering pharmacologic therapy to patients.
1. Centers for Disease Control and Prevention, National Center for Injury Prevention and Control. Unintentional drug poisoning in the United States, 2010. Atlanta, GA: Centers for Disease Control and Prevention Website. http://www.cdc.gov /HomeandRecreationalSafety/pdf/poison-issue-brief .pdf. Published July 2010. Accessed August 28, 2015.
2. American Academy of Family Physicians. Using opioids in the management of chronic pain patients: challenges and future options. University of Kentucky Medical Center Website. http://www .mc.uky.edu/equip-4-pcps/documents/CRx%20Literature/Opioids%20for%20chronic%20pain.pdf. Published 2010. Accessed August 28, 2015.
3. Duarte RV, Raphael JH, Labib M, Southall JL, Ashford RL. Prevalence and influence of diagnostic criteria in the assessment of hypogonadism in intrathecal opioid therapy patients. Pain Physician. 2013;16(1):9-14.
4. Smith HS, Elliott JA. Opioid-induced androgen deficiency (OPIAD). Pain Physician. 2012;15(suppl 3):ES145-ES156.
5. De Maddalena C, Bellini M, Berra M, Meriggiola MC, Aloisi AM. Opioid-induced hypogonadism: why and how to treat it. Pain Physician. 2012;15(suppl 3):ES111-ES118.
6. Bhasin S, Cunningham GR, Hayes FJ, et al; VM Endocrine Society Task Force. Testosterone therapy in men with androgen deficiency syndromes: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2010;95(6):2536-2559.
7. Petak SM, Nankin HR, Spark RF, Swerdloff RS, Rodriguez-Rigau LJ; American Association of Clinical Endocrinologists. American Association of Clinical Endocrinologists Medical Guidelines for clinical practice for the evaluation and treatment of hypogonadism in adult male patients–2002 update. Endocr Pract. 2002;8(6):440-456.
8. Wang C, Nieschlag E, Swerdloff R, et al. Investigation, treatment, and monitoring of late-onset hypogonadism in males: ISA, ISSAM, EAU, EAA, and ASA recommendations. J Androl. 2009;30(1):1-9.
9. Reddy RG, Aung T, Karavitaki N, Wass JA. Opioid induced hypogonadism. BMJ. 2010;341:c4462.
10. U.S. Department of Veterans Affairs, Veterans Health Administration. VHA Handbook 1058.05: VHA operations activities that may constitute research. U.S. Department of Veterans Affairs Website. http://www.va.gov/vhapublications /ViewPublication.asp?pub_ID=2456. Published October 28, 2011. Accessed August 28, 2015.
11. AndroGel [package insert]. North Chicago, IL: AbbVie Inc; 2013.
12. Axiron [package insert]. Indianapolis, IL: Lilly USA, LLC; 2011.
13. U.S. Department of Veterans Affairs. Opioid therapy for chronic pain pocket guide. U.S. Department of Veterans Affairs. http://www.healthquality .va.gov/guidelines/pain/cot/opioidpocketguide23may2013v1.pdf. Published May 2013 Accessed August 28, 2015.
14. McPherson ML. Demystifying Opioid Conversion Calculations: A Guide for Effective Dosing. Bethesda, MD: American Society of Health-System Pharmacists; 2009.
15. Butrans [package insert]. Stamford, CT: Purdue Pharma LP; 2014.
16. Testosterone Replacement Therapy Criteria for Use. VISN 8: VISN Pharmacist Executives, Veterans Health Administration, Department of Veterans Affairs; 2014. [Internal document.]
17. Vigen R, O’Donnell CI, Barón AE, et al. Association of testosterone therapy with mortality, myocardial infarction, and stroke in men with low testosterone levels. JAMA. 2013;310(17):1829-1836.
18. Finkle WD, Greenland S, Ridgeway GK, et al. Increased risk of non-fatal myocardial infarction following testosterone therapy prescription in men. PLoS One. 2014;9(1):e85805.
19. U.S. Department of Veterans Affairs. Testosterone products and cardiovascular safety. U.S. Department of Veterans Affairs Website. http://www.pbm .va.gov/PBM/vacenterformedicationsafety /nationalpbmbulletin/Testosterone_Products_and _Cardiovascular_Safety_NATIONAL_PBM _BULLETIN_02.pdf. Published February 7, 2014. Accessed August 28, 2015.
20. U.S. Department of Veterans Affairs Veterans Health Administration (VHA) Pharmacy Benefits Management Services (PBM), Medical Advisory Panel (MAP) and Center for Medication Safety (VA MEDSAFE). Memorandum: Opioid Safety Initiative Requirements. U.S. Department of Veterans Affairs Website. http://www.veterans.senate.gov/imo /media/doc/VA%20Testimony%20-%20April%2030%20SVAC%20Overmedication%20hearing.pdf. Published April 30, 2014. Accessed August 28, 2015.
21. Brennan MJ. The effect of opioid therapy on endocrine function. Am J Med. 2013;126(3)(suppl 1):S12-S18.
22. Rubinstein AL, Carpenter DM, Minkoff JR. Hypogonadism in men with chronic pain linked to the use of long-acting rather than short-acting opioids. Clin J Pain. 2013;29(10):840-845.
23. Rubinstein A, Carpenter DM. Elucidating risk factors for androgen deficiency associated with daily opioid use. Am J Med. 2014;127(12):1195-1201.
According to the CDC, the medical use of opioid painkillers has increased at least 10-fold during the past 20 years, “because of a movement toward more aggressive management of pain.”1 Although opioid therapy is generally considered effective for the treatment of pain, long-term use (both orally and intrathecally) is associated with adverse effects (AEs) such as constipation, fatigue, nausea, sleep disturbances, depression, sexual dysfunction, and hypogonadism.2,3Opioid-induced androgen deficiency (OPIAD), as defined by Smith and Elliot, is a clinical syndrome characterized by inappropriately low concentrations of gonadotropins (specifically, follicle-stimulating hormone [FSH] and luteinizing hormone [LH]), which leads to inadequate production of sex hormones, including estradiol and testosterone.4
Related: Testosterone Replacement Therapy: Playing Catch-up With Patients
The mechanism behind this phenomenon is initiated by either endogenous or exogenous opioids acting on opioid receptors in the hypothalamus, which causes a decrease in the release of gonadotropin- releasing hormone (GnRH). This decrease in GnRH causes a reduction in the release of LH and FSH from the pituitary gland as well as testosterone or estradiol from the gonads.4,5 Various guidelines report different cutoffs for the lower limit of normal total testosterone: The Endocrine Society recommends 300 ng/dL, the American Association of Clinical Endocrinologists suggests 200 ng/dL, and various other organizations suggest 230 ng/dL.6-8 Hypotestosteronism can result in patients presenting with a broad spectrum of clinical symptoms, including reduced libido, erectile dysfunction (ED), fatigue, hot flashes, depression, anemia, decreased muscle mass, weight gain, and osteopenia or osteoporosis.4 Women with low testosterone levels can experience irregular menstrual periods, oligomenorrhea, or amenorrhea.9 Opioid-induced androgen deficiency often goes unrecognized and untreated. The reported prevalence of opioid-induced hypogonadism ranges from 21% to 86%.4,9 Given the growing number of patients on chronic opioid therapy, OPIAD warrants further investigation to identify the prevalence in the veteran population to appropriately monitor and manage this deficiency.
The objective of this retrospective review was to identify the presence of secondary hypogonadism in chronic opioid users among a cohort of veterans receiving chronic opioids for nonmalignant pain. In addition to identifying the presence of secondary hypogonadism, the relationship between testosterone concentrations and total daily morphine equivalent doses (MEDs) was reviewed. These data along with the new information recently published on testosterone replacement therapy (TRT) and cardiovascular (CV) risk were then used to evaluate current practices at the West Palm Beach VAMC for OPIAD monitoring and management and to modify and update the local Criteria for Use (CFU) for TRT.
Methods
Patient data from the West Palm Beach VAMC in Florida from January 2013 to December 2013 were reviewed to identify patients who had a total testosterone (TT) level measured. All patient appointments for evaluation and treatment by the clinical pharmacy specialist in pain management were reviewed for data collection. This retrospective review was approved by the scientific advisory committee as part of the facility’s ongoing performance improvement efforts as defined by VHA Handbook 1058.05 and did not require written patient consent.10
Several distinct TT level data were collected. The descriptive data included patient age; gender; type of treated pain; testosterone level(s) drawn, including TT level before opioid therapy, TT level before/during/after TRT, and current total testosterone level; total daily MED of opioid therapy; duration of chronic opioid therapy; symptoms of exhibited hypogonadism; TRT formulation, dose, and duration; TRT prescriber; symptom change (if any); and laboratory tests ordered for TRT monitoring (lipid profile, liver profile, complete blood count, LH/FSH, and prostate specific antigen [PSA] panel).5,11,12
Related: Combination Treatment Relieves Opioid-Induced Constipation
Daily MED of opioid therapy was calculated using the VA/DoD opioid conversion table for patients on oxycodone, hydromorphone, or hydrocodone.13 For those on the fentanyl patch or methadone, conversion factors of 1:2 (fentanyl [µg/h]:morphine [mg/d]) and 1:3 (methadone:morphine) were used to convert to the MED.14 For patients on the buprenorphine patch, the package insert was used to convert to the corresponding MED.15 Combination therapies used the applicable conversions to calculate the total daily MED.
Once the data were collected, descriptive statistics were used to analyze the data. In addition, 4 graphs were generated to review potential relationships. The correlation coefficient was calculated using the Alcula Online Statistics Calculator (http://www.alcula.com; Correlation Coefficient Calculator).
Results
A total of 316 unique veteran patients were seen by the clinical pharmacy specialist in pain management from January 1, 2013, through December 31, 2013. Of these, 73 patients (23.1%) had at least 1 TT level drawn in 2013. Three patients with testosterone levels drawn (4.1%) were excluded from the data analysis for the following reasons: 1 patient did not have testosterone levels on file before receiving testosterone replacement from a non-VA source, 1 patient received opioids from a non-VA source (MED and duration of opioid therapy could not be calculated), and 1 patient inconsistently received opioids and MED used at the time of testosterone level draw. Per the local TRT CFU, a TT level > 350 ng/dL does not require treatment, whereas levels < 230 ng/dL (with symptoms) may require TRT, and < 200 ng/dL should be treated as hypogonadal (interpretation based on local laboratory’s reference range for TT).16 Of the 70 patients included in the analysis, 34 (48.6%) had a TT level < 230 ng/dL and would be considered eligible for TRT if they presented with symptoms of low testosterone. Of these 34 patients with a low testosterone level, 28 (40%) were being treated or had been treated with TRT (Figure 1).
The average age of the male patients with a testosterone level drawn was 58.3 years, which was not significantly different from the calculated median age of 60 years. No female patients had a testosterone level drawn. On average, the TT level was normal before starting opioids (reference range per local laboratory: 175-781 ng/dL). Once opioids were initiated, patients were treated for an average duration of 52.5 months (calculated through December 2013) with an average daily dose of 126.8 MED (Table). Fifty of the 70 patients (71.4%) with testosterone levels drawn in 2013 received TRT. The most common symptoms reported by patients related to low testosterone included ED, decreased libido, depression, chronic fatigue, generalized weakness, and hot flashes or night sweats.
The average TT level prior to TRT was 145.3, and the average testosterone level after initiation of or during treatment with TRT was 292.4, which is within the normal TT level range. Most patients receiving TRT were treated with testosterone cypionate injections, and this was also the formulation used for the longest periods, likely due to the local CFU. In addition to testosterone cypionate injections, patients were also treated with testosterone enanthate injections, testosterone patches, and testosterone gel.
Figure 1 compares current testosterone level and testosterone level before TRT with total daily MEDs. Figure 2 compares current testosterone level and testosterone level before TRT with length of opioid therapy. The 2 figures use data from all patients included in the analysis and indicate a potential inverse relationship between the total daily MED and duration of therapy with the testosterone level, although none of the calculated correlation coefficients indicate that a strong relationship was present.
Figures 3 and 4 include data only for patients who had both a testosterone level collected before opioids (baseline testosterone level) and a current testosterone level. Figure 3 trends the data using total daily MED, and Figure 4 uses the duration of opioid therapy. The correlation for Figure 4 is slightly stronger; the strongest negative correlations were identified between total daily MED and testosterone level before opioid therapy (r = -0.273) and duration of opioid therapy and testosterone level prior to opioid therapy (r = -0.396). The trends indicate that most patients had a normal TT level before opioid treatment and that patients treated with higher MEDs and for longer durations of time were more likely to have lower total testosterone levels.
Discussion
Low testosterone levels can adversely affect patients’ quality of life (QOL) and add to patients’ medication burden with the initiation of TRT. Given new data analyzing the potential effects of TRT on CV event risk, the use of TRT should be carefully considered, as it may carry significant risks and may not be suitable for all patients.
In November 2013, a study was published regarding TRT and increased CV risk.17 This was a retrospective cohort study of men with low testosterone levels (< 300 ng/dL) who had undergone coronary angiography in the VA system between 2005 and 2011 (average age in testosterone group was 60.6 years). The results were significant for an absolute rate of events (all-cause mortality, myocardial infarction [MI], and ischemic stroke) of 19.9% in the no testosterone group and 25.7% in the TRT group, an absolute risk difference of 5.8% at 3 years after coronary angiography. Kaplan-Meier survival curves demonstrated that testosterone use was associated with increased risk of death, MI, and stroke. This result was unchanged when adjusted for the presence of coronary artery disease (CAD). In addition, no significant difference was found between the groups in terms of systolic blood pressure, low- density lipoprotein cholesterol level, or in the use of beta-blocker and statin medications. What is important to note is that in this cohort, 20% had a prior history of MI and heart failure, and more than 50% had confirmed obstructive CAD on angiography. In addition, as this was an observational study, confounding or bias may exist, and given the study population, generalizability may be limited to a veteran population.
Related: A Multidisciplinary Chronic Pain Management Clinic in an Indian Health Service Facility
Another retrospective cohort study assessed the risk of acute nonfatal MI following an initial TRT prescription in a large health care database (average age based on TRT prescription was 54.4 years).18 In men aged ≥ 65 years, a 2-fold increase in the risk of MI in the immediate 90 days after filling an initial TRT prescription declined to baseline after 91 to 180 days among those who did not refill their prescription. Younger men with a history of heart disease had a 2- to 3-fold increased risk of MI in the 90 days following initial TRT prescription. No excess risk was observed in the younger men without such a history. Again, this study has its limitations related to the retrospective design and use of a health care database as opposed to a randomized controlled trial.
In February 2014, a VA National Pharmacy Benefits Management (PBM) bulletin addressed 2 recent studies that had identified a possible risk of increased CV events in men receiving TRT. The bulletin noted that these studies had prompted the FDA to reassess the CV safety of TRT.19 The TRT CFU was updated by VISN 8 to ensure that the patients receive appropriate treatment and are monitored accordingly.
One of the major changes to the CFU was defining the reference ranges for TRT (interpretation based on a local laboratory’s reference range for total testosterone): serum TT < 200 ng/dL be “treated as hypogonadal, those with TT > 400 ng/dL be considered normal and those with TT 200-400 ng/dL be treated based on their clinical presentation if symptomatic; TT levels > 350 ng/dL do not require treatment, and levels below 230 ng/dL (with symptoms) may require testosterone replacement therapy.”16 Other important updates included revision of the exclusion criteria as well as highlighting special considerations related to TRT, including the use of free testosterone levels rather than TT levels in patients with suspected protein-binding issues, role in fertility treatments, limited use in patients on spironolactone therapy (due to spironolactone’s anti-androgen effects), and potential association with mood and behavior.16
As chronic opioid therapy is associated with OPIAD, the renewed interest in TRT and its potential AEs provides yet another reason to reconsider opioid therapy. This is especially valid when opioids are the potential cause of hypogonadism and the reaction is treating the AEs of opioids (as opposed to considering elimination of the causative agent) with a therapy that can potentially increase the risk for CV events so that opioids can be continued. Outside the potential CV risk with TRT, opioids carry the innate risk for substance abuse and addiction.
The Opioid Safety Initiative Requirements was released as a memorandum in April 2014 and is the VHA’s effort to “reduce harm from unsafe medications and/or excessive doses while adequately controlling pain in Veterans.”20 Although it does not discuss the risk of OPIAD, it does highlight the need to identify and mitigate high-risk patients as well as high-risk opioid regimens. All these factors, including the possibility of hypogonadism, should be considered before starting opioid therapy and at the time of opioid renewal, as it is known that opioid therapy is not without risks.
At the West Palm Beach VAMC, the primary care providers (PCPs) are responsible for the management of TRT, including the workup, renewal, and monitoring. The Chronic Nonmalignant Pain Management Clinic (CNMPMC) orders testosterone levels on patients who report symptoms of low testosterone, such as hot flashes, depression, and low energy level and refers them to their PCP as indicated. The authors believe that this is most appropriate for a number of reasons: (1) the CNMPMC is a consult service, and patients are not followed indefinitely; (2) patients should be fully evaluated for appropriateness of TRT (including assessment of CV risk) before starting therapy; and (3) the necessary monitoring parameters (laboratory testing, digital rectal exam, and osteoporosis screening) are not typically within the VA pain clinic provider’s scope of practice or expertise. A consideration for future practice would be to incorporate the use of a standardized questionnaire for OPIAD monitoring in patients receiving ≥ 100 mg of morphine daily (eg, the Aging Males’ Symptoms scale).21 It should, however, be at the forefront of the pain specialist’s and PCP’s minds that all patients on chronic opioid therapy or considering chronic opioid therapy should be counseled on the risk for OPIAD. If OPIAD is identified, the patient should be carefully considered for an opioid dose reduction as an initial management strategy.
Limitations
A limitation of this review is the lack of consistency or adequacy of serum testosterone sampling, noting that valid testosterone levels need to be drawn in the morning and not obtained during a time of acute illness. In addition, testosterone levels need to be drawn at an appropriate interval while on TRT (eg, at the midpoint between testosterone injections).16 Although the time of the sample collection is documented in the Computerized Patient Record System (CPRS), it is unknown whether the patient was acutely ill on the day of the sampling unless a progress note is entered, and it is difficult to determine whether the level timing was accurate based on the testosterone replacement formulation. Another limitation is that the average decline in serum testosterone levels with aging in men is 1% to 2% per year. A significant fraction of older men have levels below the lower limit of the normal range for healthy young men, so in older men it can be more difficult to determine whether low testosterone is related to chronic opioid use or to older age.5,16
As this was a retrospective review, additional limitations included the inability to measure subclinical OPIAD, and the data collection related to symptoms of hypogonadism was restricted by documentation in the CPRS progress notes. The lack of data for females does not contribute to the literature on OPIAD in women. Finally, as the total daily MED does not distinguish between short-acting and long-acting opioid therapy, no differences between the impacts of short-acting vs long- acting opioid therapy on risk for hypogonadism can be inferred. There is evidence to suggest that long-acting opioids are associated with a significantly higher risk for OPIAD compared with short-acting opioids, although the mechanism behind this is not well established.22,23
Conclusions
The average age of the patients on chronic opioid therapy with a testosterone level drawn in this cohort was 58.3 years, which is younger than originally anticipated. The median age of 60 years is not significantly different from the average age, indicating that outliers did not impact this calculation. On average, the TT level was normal before starting opioids. Once opioids were started, patients were treated for an average duration of 52.5 months with an average daily dose of 126.8 mg MED. In this veteran cohort, 48.6% of patients met the criteria for TRT based on TT level alone, which is within the reported prevalence range of opioid-induced hypogonadism already published.4,9 These results are in line with the original hypothesis that chronic opioid use can adversely impact testosterone levels and can have a poor effect on a patient’s QOL due to symptoms of low testosterone. In addition to TRT, possible and suggested (but not proven) treatment options for OPIAD include discontinuation of opioid therapy, opioid rotation, or conversion to buprenorphine.21 The approach used should account for multiple patient-specific factors and should be individualized.
Based on the data, there is a trend toward lower testosterone levels in veterans treated with higher MED and for longer periods with chronic opioids. Given recent data that infer that TRT carries increased CV risk as well as the VHA’s Opioid Safety Initiative, it is imperative that providers closely evaluate the appropriateness of starting TRT and/or continuing chronic opioid therapy. All patients generally should have failed non- opioid management prior to opioid therapy for chronic nonmalignant pain, and this should be documented accordingly. It is also crucial to have the “opioid talk” with patients from time to time and discuss the risks vs benefits, the potential for addiction, overdose, dependence, tolerance, constipation, and OPIAD so patients can continue to be an active and informed participants in their care.
Author disclosures
The authors report no actual or potential conflicts of interest with regard to this article.
Disclaimer
The opinions expressed herein are those of the authors and do not necessarily reflect those of Federal Practitioner, Frontline Medical Communications Inc., the U.S. Government, or any of its agencies. This article may discuss unlabeled or investigational use of certain drugs. Please review the complete prescribing information for specific drugs or drug combinations—including indications, contraindications, warnings, and adverse effects—before administering pharmacologic therapy to patients.
According to the CDC, the medical use of opioid painkillers has increased at least 10-fold during the past 20 years, “because of a movement toward more aggressive management of pain.”1 Although opioid therapy is generally considered effective for the treatment of pain, long-term use (both orally and intrathecally) is associated with adverse effects (AEs) such as constipation, fatigue, nausea, sleep disturbances, depression, sexual dysfunction, and hypogonadism.2,3Opioid-induced androgen deficiency (OPIAD), as defined by Smith and Elliot, is a clinical syndrome characterized by inappropriately low concentrations of gonadotropins (specifically, follicle-stimulating hormone [FSH] and luteinizing hormone [LH]), which leads to inadequate production of sex hormones, including estradiol and testosterone.4
Related: Testosterone Replacement Therapy: Playing Catch-up With Patients
The mechanism behind this phenomenon is initiated by either endogenous or exogenous opioids acting on opioid receptors in the hypothalamus, which causes a decrease in the release of gonadotropin- releasing hormone (GnRH). This decrease in GnRH causes a reduction in the release of LH and FSH from the pituitary gland as well as testosterone or estradiol from the gonads.4,5 Various guidelines report different cutoffs for the lower limit of normal total testosterone: The Endocrine Society recommends 300 ng/dL, the American Association of Clinical Endocrinologists suggests 200 ng/dL, and various other organizations suggest 230 ng/dL.6-8 Hypotestosteronism can result in patients presenting with a broad spectrum of clinical symptoms, including reduced libido, erectile dysfunction (ED), fatigue, hot flashes, depression, anemia, decreased muscle mass, weight gain, and osteopenia or osteoporosis.4 Women with low testosterone levels can experience irregular menstrual periods, oligomenorrhea, or amenorrhea.9 Opioid-induced androgen deficiency often goes unrecognized and untreated. The reported prevalence of opioid-induced hypogonadism ranges from 21% to 86%.4,9 Given the growing number of patients on chronic opioid therapy, OPIAD warrants further investigation to identify the prevalence in the veteran population to appropriately monitor and manage this deficiency.
The objective of this retrospective review was to identify the presence of secondary hypogonadism in chronic opioid users among a cohort of veterans receiving chronic opioids for nonmalignant pain. In addition to identifying the presence of secondary hypogonadism, the relationship between testosterone concentrations and total daily morphine equivalent doses (MEDs) was reviewed. These data along with the new information recently published on testosterone replacement therapy (TRT) and cardiovascular (CV) risk were then used to evaluate current practices at the West Palm Beach VAMC for OPIAD monitoring and management and to modify and update the local Criteria for Use (CFU) for TRT.
Methods
Patient data from the West Palm Beach VAMC in Florida from January 2013 to December 2013 were reviewed to identify patients who had a total testosterone (TT) level measured. All patient appointments for evaluation and treatment by the clinical pharmacy specialist in pain management were reviewed for data collection. This retrospective review was approved by the scientific advisory committee as part of the facility’s ongoing performance improvement efforts as defined by VHA Handbook 1058.05 and did not require written patient consent.10
Several distinct TT level data were collected. The descriptive data included patient age; gender; type of treated pain; testosterone level(s) drawn, including TT level before opioid therapy, TT level before/during/after TRT, and current total testosterone level; total daily MED of opioid therapy; duration of chronic opioid therapy; symptoms of exhibited hypogonadism; TRT formulation, dose, and duration; TRT prescriber; symptom change (if any); and laboratory tests ordered for TRT monitoring (lipid profile, liver profile, complete blood count, LH/FSH, and prostate specific antigen [PSA] panel).5,11,12
Related: Combination Treatment Relieves Opioid-Induced Constipation
Daily MED of opioid therapy was calculated using the VA/DoD opioid conversion table for patients on oxycodone, hydromorphone, or hydrocodone.13 For those on the fentanyl patch or methadone, conversion factors of 1:2 (fentanyl [µg/h]:morphine [mg/d]) and 1:3 (methadone:morphine) were used to convert to the MED.14 For patients on the buprenorphine patch, the package insert was used to convert to the corresponding MED.15 Combination therapies used the applicable conversions to calculate the total daily MED.
Once the data were collected, descriptive statistics were used to analyze the data. In addition, 4 graphs were generated to review potential relationships. The correlation coefficient was calculated using the Alcula Online Statistics Calculator (http://www.alcula.com; Correlation Coefficient Calculator).
Results
A total of 316 unique veteran patients were seen by the clinical pharmacy specialist in pain management from January 1, 2013, through December 31, 2013. Of these, 73 patients (23.1%) had at least 1 TT level drawn in 2013. Three patients with testosterone levels drawn (4.1%) were excluded from the data analysis for the following reasons: 1 patient did not have testosterone levels on file before receiving testosterone replacement from a non-VA source, 1 patient received opioids from a non-VA source (MED and duration of opioid therapy could not be calculated), and 1 patient inconsistently received opioids and MED used at the time of testosterone level draw. Per the local TRT CFU, a TT level > 350 ng/dL does not require treatment, whereas levels < 230 ng/dL (with symptoms) may require TRT, and < 200 ng/dL should be treated as hypogonadal (interpretation based on local laboratory’s reference range for TT).16 Of the 70 patients included in the analysis, 34 (48.6%) had a TT level < 230 ng/dL and would be considered eligible for TRT if they presented with symptoms of low testosterone. Of these 34 patients with a low testosterone level, 28 (40%) were being treated or had been treated with TRT (Figure 1).
The average age of the male patients with a testosterone level drawn was 58.3 years, which was not significantly different from the calculated median age of 60 years. No female patients had a testosterone level drawn. On average, the TT level was normal before starting opioids (reference range per local laboratory: 175-781 ng/dL). Once opioids were initiated, patients were treated for an average duration of 52.5 months (calculated through December 2013) with an average daily dose of 126.8 MED (Table). Fifty of the 70 patients (71.4%) with testosterone levels drawn in 2013 received TRT. The most common symptoms reported by patients related to low testosterone included ED, decreased libido, depression, chronic fatigue, generalized weakness, and hot flashes or night sweats.
The average TT level prior to TRT was 145.3, and the average testosterone level after initiation of or during treatment with TRT was 292.4, which is within the normal TT level range. Most patients receiving TRT were treated with testosterone cypionate injections, and this was also the formulation used for the longest periods, likely due to the local CFU. In addition to testosterone cypionate injections, patients were also treated with testosterone enanthate injections, testosterone patches, and testosterone gel.
Figure 1 compares current testosterone level and testosterone level before TRT with total daily MEDs. Figure 2 compares current testosterone level and testosterone level before TRT with length of opioid therapy. The 2 figures use data from all patients included in the analysis and indicate a potential inverse relationship between the total daily MED and duration of therapy with the testosterone level, although none of the calculated correlation coefficients indicate that a strong relationship was present.
Figures 3 and 4 include data only for patients who had both a testosterone level collected before opioids (baseline testosterone level) and a current testosterone level. Figure 3 trends the data using total daily MED, and Figure 4 uses the duration of opioid therapy. The correlation for Figure 4 is slightly stronger; the strongest negative correlations were identified between total daily MED and testosterone level before opioid therapy (r = -0.273) and duration of opioid therapy and testosterone level prior to opioid therapy (r = -0.396). The trends indicate that most patients had a normal TT level before opioid treatment and that patients treated with higher MEDs and for longer durations of time were more likely to have lower total testosterone levels.
Discussion
Low testosterone levels can adversely affect patients’ quality of life (QOL) and add to patients’ medication burden with the initiation of TRT. Given new data analyzing the potential effects of TRT on CV event risk, the use of TRT should be carefully considered, as it may carry significant risks and may not be suitable for all patients.
In November 2013, a study was published regarding TRT and increased CV risk.17 This was a retrospective cohort study of men with low testosterone levels (< 300 ng/dL) who had undergone coronary angiography in the VA system between 2005 and 2011 (average age in testosterone group was 60.6 years). The results were significant for an absolute rate of events (all-cause mortality, myocardial infarction [MI], and ischemic stroke) of 19.9% in the no testosterone group and 25.7% in the TRT group, an absolute risk difference of 5.8% at 3 years after coronary angiography. Kaplan-Meier survival curves demonstrated that testosterone use was associated with increased risk of death, MI, and stroke. This result was unchanged when adjusted for the presence of coronary artery disease (CAD). In addition, no significant difference was found between the groups in terms of systolic blood pressure, low- density lipoprotein cholesterol level, or in the use of beta-blocker and statin medications. What is important to note is that in this cohort, 20% had a prior history of MI and heart failure, and more than 50% had confirmed obstructive CAD on angiography. In addition, as this was an observational study, confounding or bias may exist, and given the study population, generalizability may be limited to a veteran population.
Related: A Multidisciplinary Chronic Pain Management Clinic in an Indian Health Service Facility
Another retrospective cohort study assessed the risk of acute nonfatal MI following an initial TRT prescription in a large health care database (average age based on TRT prescription was 54.4 years).18 In men aged ≥ 65 years, a 2-fold increase in the risk of MI in the immediate 90 days after filling an initial TRT prescription declined to baseline after 91 to 180 days among those who did not refill their prescription. Younger men with a history of heart disease had a 2- to 3-fold increased risk of MI in the 90 days following initial TRT prescription. No excess risk was observed in the younger men without such a history. Again, this study has its limitations related to the retrospective design and use of a health care database as opposed to a randomized controlled trial.
In February 2014, a VA National Pharmacy Benefits Management (PBM) bulletin addressed 2 recent studies that had identified a possible risk of increased CV events in men receiving TRT. The bulletin noted that these studies had prompted the FDA to reassess the CV safety of TRT.19 The TRT CFU was updated by VISN 8 to ensure that the patients receive appropriate treatment and are monitored accordingly.
One of the major changes to the CFU was defining the reference ranges for TRT (interpretation based on a local laboratory’s reference range for total testosterone): serum TT < 200 ng/dL be “treated as hypogonadal, those with TT > 400 ng/dL be considered normal and those with TT 200-400 ng/dL be treated based on their clinical presentation if symptomatic; TT levels > 350 ng/dL do not require treatment, and levels below 230 ng/dL (with symptoms) may require testosterone replacement therapy.”16 Other important updates included revision of the exclusion criteria as well as highlighting special considerations related to TRT, including the use of free testosterone levels rather than TT levels in patients with suspected protein-binding issues, role in fertility treatments, limited use in patients on spironolactone therapy (due to spironolactone’s anti-androgen effects), and potential association with mood and behavior.16
As chronic opioid therapy is associated with OPIAD, the renewed interest in TRT and its potential AEs provides yet another reason to reconsider opioid therapy. This is especially valid when opioids are the potential cause of hypogonadism and the reaction is treating the AEs of opioids (as opposed to considering elimination of the causative agent) with a therapy that can potentially increase the risk for CV events so that opioids can be continued. Outside the potential CV risk with TRT, opioids carry the innate risk for substance abuse and addiction.
The Opioid Safety Initiative Requirements was released as a memorandum in April 2014 and is the VHA’s effort to “reduce harm from unsafe medications and/or excessive doses while adequately controlling pain in Veterans.”20 Although it does not discuss the risk of OPIAD, it does highlight the need to identify and mitigate high-risk patients as well as high-risk opioid regimens. All these factors, including the possibility of hypogonadism, should be considered before starting opioid therapy and at the time of opioid renewal, as it is known that opioid therapy is not without risks.
At the West Palm Beach VAMC, the primary care providers (PCPs) are responsible for the management of TRT, including the workup, renewal, and monitoring. The Chronic Nonmalignant Pain Management Clinic (CNMPMC) orders testosterone levels on patients who report symptoms of low testosterone, such as hot flashes, depression, and low energy level and refers them to their PCP as indicated. The authors believe that this is most appropriate for a number of reasons: (1) the CNMPMC is a consult service, and patients are not followed indefinitely; (2) patients should be fully evaluated for appropriateness of TRT (including assessment of CV risk) before starting therapy; and (3) the necessary monitoring parameters (laboratory testing, digital rectal exam, and osteoporosis screening) are not typically within the VA pain clinic provider’s scope of practice or expertise. A consideration for future practice would be to incorporate the use of a standardized questionnaire for OPIAD monitoring in patients receiving ≥ 100 mg of morphine daily (eg, the Aging Males’ Symptoms scale).21 It should, however, be at the forefront of the pain specialist’s and PCP’s minds that all patients on chronic opioid therapy or considering chronic opioid therapy should be counseled on the risk for OPIAD. If OPIAD is identified, the patient should be carefully considered for an opioid dose reduction as an initial management strategy.
Limitations
A limitation of this review is the lack of consistency or adequacy of serum testosterone sampling, noting that valid testosterone levels need to be drawn in the morning and not obtained during a time of acute illness. In addition, testosterone levels need to be drawn at an appropriate interval while on TRT (eg, at the midpoint between testosterone injections).16 Although the time of the sample collection is documented in the Computerized Patient Record System (CPRS), it is unknown whether the patient was acutely ill on the day of the sampling unless a progress note is entered, and it is difficult to determine whether the level timing was accurate based on the testosterone replacement formulation. Another limitation is that the average decline in serum testosterone levels with aging in men is 1% to 2% per year. A significant fraction of older men have levels below the lower limit of the normal range for healthy young men, so in older men it can be more difficult to determine whether low testosterone is related to chronic opioid use or to older age.5,16
As this was a retrospective review, additional limitations included the inability to measure subclinical OPIAD, and the data collection related to symptoms of hypogonadism was restricted by documentation in the CPRS progress notes. The lack of data for females does not contribute to the literature on OPIAD in women. Finally, as the total daily MED does not distinguish between short-acting and long-acting opioid therapy, no differences between the impacts of short-acting vs long- acting opioid therapy on risk for hypogonadism can be inferred. There is evidence to suggest that long-acting opioids are associated with a significantly higher risk for OPIAD compared with short-acting opioids, although the mechanism behind this is not well established.22,23
Conclusions
The average age of the patients on chronic opioid therapy with a testosterone level drawn in this cohort was 58.3 years, which is younger than originally anticipated. The median age of 60 years is not significantly different from the average age, indicating that outliers did not impact this calculation. On average, the TT level was normal before starting opioids. Once opioids were started, patients were treated for an average duration of 52.5 months with an average daily dose of 126.8 mg MED. In this veteran cohort, 48.6% of patients met the criteria for TRT based on TT level alone, which is within the reported prevalence range of opioid-induced hypogonadism already published.4,9 These results are in line with the original hypothesis that chronic opioid use can adversely impact testosterone levels and can have a poor effect on a patient’s QOL due to symptoms of low testosterone. In addition to TRT, possible and suggested (but not proven) treatment options for OPIAD include discontinuation of opioid therapy, opioid rotation, or conversion to buprenorphine.21 The approach used should account for multiple patient-specific factors and should be individualized.
Based on the data, there is a trend toward lower testosterone levels in veterans treated with higher MED and for longer periods with chronic opioids. Given recent data that infer that TRT carries increased CV risk as well as the VHA’s Opioid Safety Initiative, it is imperative that providers closely evaluate the appropriateness of starting TRT and/or continuing chronic opioid therapy. All patients generally should have failed non- opioid management prior to opioid therapy for chronic nonmalignant pain, and this should be documented accordingly. It is also crucial to have the “opioid talk” with patients from time to time and discuss the risks vs benefits, the potential for addiction, overdose, dependence, tolerance, constipation, and OPIAD so patients can continue to be an active and informed participants in their care.
Author disclosures
The authors report no actual or potential conflicts of interest with regard to this article.
Disclaimer
The opinions expressed herein are those of the authors and do not necessarily reflect those of Federal Practitioner, Frontline Medical Communications Inc., the U.S. Government, or any of its agencies. This article may discuss unlabeled or investigational use of certain drugs. Please review the complete prescribing information for specific drugs or drug combinations—including indications, contraindications, warnings, and adverse effects—before administering pharmacologic therapy to patients.
1. Centers for Disease Control and Prevention, National Center for Injury Prevention and Control. Unintentional drug poisoning in the United States, 2010. Atlanta, GA: Centers for Disease Control and Prevention Website. http://www.cdc.gov /HomeandRecreationalSafety/pdf/poison-issue-brief .pdf. Published July 2010. Accessed August 28, 2015.
2. American Academy of Family Physicians. Using opioids in the management of chronic pain patients: challenges and future options. University of Kentucky Medical Center Website. http://www .mc.uky.edu/equip-4-pcps/documents/CRx%20Literature/Opioids%20for%20chronic%20pain.pdf. Published 2010. Accessed August 28, 2015.
3. Duarte RV, Raphael JH, Labib M, Southall JL, Ashford RL. Prevalence and influence of diagnostic criteria in the assessment of hypogonadism in intrathecal opioid therapy patients. Pain Physician. 2013;16(1):9-14.
4. Smith HS, Elliott JA. Opioid-induced androgen deficiency (OPIAD). Pain Physician. 2012;15(suppl 3):ES145-ES156.
5. De Maddalena C, Bellini M, Berra M, Meriggiola MC, Aloisi AM. Opioid-induced hypogonadism: why and how to treat it. Pain Physician. 2012;15(suppl 3):ES111-ES118.
6. Bhasin S, Cunningham GR, Hayes FJ, et al; VM Endocrine Society Task Force. Testosterone therapy in men with androgen deficiency syndromes: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2010;95(6):2536-2559.
7. Petak SM, Nankin HR, Spark RF, Swerdloff RS, Rodriguez-Rigau LJ; American Association of Clinical Endocrinologists. American Association of Clinical Endocrinologists Medical Guidelines for clinical practice for the evaluation and treatment of hypogonadism in adult male patients–2002 update. Endocr Pract. 2002;8(6):440-456.
8. Wang C, Nieschlag E, Swerdloff R, et al. Investigation, treatment, and monitoring of late-onset hypogonadism in males: ISA, ISSAM, EAU, EAA, and ASA recommendations. J Androl. 2009;30(1):1-9.
9. Reddy RG, Aung T, Karavitaki N, Wass JA. Opioid induced hypogonadism. BMJ. 2010;341:c4462.
10. U.S. Department of Veterans Affairs, Veterans Health Administration. VHA Handbook 1058.05: VHA operations activities that may constitute research. U.S. Department of Veterans Affairs Website. http://www.va.gov/vhapublications /ViewPublication.asp?pub_ID=2456. Published October 28, 2011. Accessed August 28, 2015.
11. AndroGel [package insert]. North Chicago, IL: AbbVie Inc; 2013.
12. Axiron [package insert]. Indianapolis, IL: Lilly USA, LLC; 2011.
13. U.S. Department of Veterans Affairs. Opioid therapy for chronic pain pocket guide. U.S. Department of Veterans Affairs. http://www.healthquality .va.gov/guidelines/pain/cot/opioidpocketguide23may2013v1.pdf. Published May 2013 Accessed August 28, 2015.
14. McPherson ML. Demystifying Opioid Conversion Calculations: A Guide for Effective Dosing. Bethesda, MD: American Society of Health-System Pharmacists; 2009.
15. Butrans [package insert]. Stamford, CT: Purdue Pharma LP; 2014.
16. Testosterone Replacement Therapy Criteria for Use. VISN 8: VISN Pharmacist Executives, Veterans Health Administration, Department of Veterans Affairs; 2014. [Internal document.]
17. Vigen R, O’Donnell CI, Barón AE, et al. Association of testosterone therapy with mortality, myocardial infarction, and stroke in men with low testosterone levels. JAMA. 2013;310(17):1829-1836.
18. Finkle WD, Greenland S, Ridgeway GK, et al. Increased risk of non-fatal myocardial infarction following testosterone therapy prescription in men. PLoS One. 2014;9(1):e85805.
19. U.S. Department of Veterans Affairs. Testosterone products and cardiovascular safety. U.S. Department of Veterans Affairs Website. http://www.pbm .va.gov/PBM/vacenterformedicationsafety /nationalpbmbulletin/Testosterone_Products_and _Cardiovascular_Safety_NATIONAL_PBM _BULLETIN_02.pdf. Published February 7, 2014. Accessed August 28, 2015.
20. U.S. Department of Veterans Affairs Veterans Health Administration (VHA) Pharmacy Benefits Management Services (PBM), Medical Advisory Panel (MAP) and Center for Medication Safety (VA MEDSAFE). Memorandum: Opioid Safety Initiative Requirements. U.S. Department of Veterans Affairs Website. http://www.veterans.senate.gov/imo /media/doc/VA%20Testimony%20-%20April%2030%20SVAC%20Overmedication%20hearing.pdf. Published April 30, 2014. Accessed August 28, 2015.
21. Brennan MJ. The effect of opioid therapy on endocrine function. Am J Med. 2013;126(3)(suppl 1):S12-S18.
22. Rubinstein AL, Carpenter DM, Minkoff JR. Hypogonadism in men with chronic pain linked to the use of long-acting rather than short-acting opioids. Clin J Pain. 2013;29(10):840-845.
23. Rubinstein A, Carpenter DM. Elucidating risk factors for androgen deficiency associated with daily opioid use. Am J Med. 2014;127(12):1195-1201.
1. Centers for Disease Control and Prevention, National Center for Injury Prevention and Control. Unintentional drug poisoning in the United States, 2010. Atlanta, GA: Centers for Disease Control and Prevention Website. http://www.cdc.gov /HomeandRecreationalSafety/pdf/poison-issue-brief .pdf. Published July 2010. Accessed August 28, 2015.
2. American Academy of Family Physicians. Using opioids in the management of chronic pain patients: challenges and future options. University of Kentucky Medical Center Website. http://www .mc.uky.edu/equip-4-pcps/documents/CRx%20Literature/Opioids%20for%20chronic%20pain.pdf. Published 2010. Accessed August 28, 2015.
3. Duarte RV, Raphael JH, Labib M, Southall JL, Ashford RL. Prevalence and influence of diagnostic criteria in the assessment of hypogonadism in intrathecal opioid therapy patients. Pain Physician. 2013;16(1):9-14.
4. Smith HS, Elliott JA. Opioid-induced androgen deficiency (OPIAD). Pain Physician. 2012;15(suppl 3):ES145-ES156.
5. De Maddalena C, Bellini M, Berra M, Meriggiola MC, Aloisi AM. Opioid-induced hypogonadism: why and how to treat it. Pain Physician. 2012;15(suppl 3):ES111-ES118.
6. Bhasin S, Cunningham GR, Hayes FJ, et al; VM Endocrine Society Task Force. Testosterone therapy in men with androgen deficiency syndromes: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2010;95(6):2536-2559.
7. Petak SM, Nankin HR, Spark RF, Swerdloff RS, Rodriguez-Rigau LJ; American Association of Clinical Endocrinologists. American Association of Clinical Endocrinologists Medical Guidelines for clinical practice for the evaluation and treatment of hypogonadism in adult male patients–2002 update. Endocr Pract. 2002;8(6):440-456.
8. Wang C, Nieschlag E, Swerdloff R, et al. Investigation, treatment, and monitoring of late-onset hypogonadism in males: ISA, ISSAM, EAU, EAA, and ASA recommendations. J Androl. 2009;30(1):1-9.
9. Reddy RG, Aung T, Karavitaki N, Wass JA. Opioid induced hypogonadism. BMJ. 2010;341:c4462.
10. U.S. Department of Veterans Affairs, Veterans Health Administration. VHA Handbook 1058.05: VHA operations activities that may constitute research. U.S. Department of Veterans Affairs Website. http://www.va.gov/vhapublications /ViewPublication.asp?pub_ID=2456. Published October 28, 2011. Accessed August 28, 2015.
11. AndroGel [package insert]. North Chicago, IL: AbbVie Inc; 2013.
12. Axiron [package insert]. Indianapolis, IL: Lilly USA, LLC; 2011.
13. U.S. Department of Veterans Affairs. Opioid therapy for chronic pain pocket guide. U.S. Department of Veterans Affairs. http://www.healthquality .va.gov/guidelines/pain/cot/opioidpocketguide23may2013v1.pdf. Published May 2013 Accessed August 28, 2015.
14. McPherson ML. Demystifying Opioid Conversion Calculations: A Guide for Effective Dosing. Bethesda, MD: American Society of Health-System Pharmacists; 2009.
15. Butrans [package insert]. Stamford, CT: Purdue Pharma LP; 2014.
16. Testosterone Replacement Therapy Criteria for Use. VISN 8: VISN Pharmacist Executives, Veterans Health Administration, Department of Veterans Affairs; 2014. [Internal document.]
17. Vigen R, O’Donnell CI, Barón AE, et al. Association of testosterone therapy with mortality, myocardial infarction, and stroke in men with low testosterone levels. JAMA. 2013;310(17):1829-1836.
18. Finkle WD, Greenland S, Ridgeway GK, et al. Increased risk of non-fatal myocardial infarction following testosterone therapy prescription in men. PLoS One. 2014;9(1):e85805.
19. U.S. Department of Veterans Affairs. Testosterone products and cardiovascular safety. U.S. Department of Veterans Affairs Website. http://www.pbm .va.gov/PBM/vacenterformedicationsafety /nationalpbmbulletin/Testosterone_Products_and _Cardiovascular_Safety_NATIONAL_PBM _BULLETIN_02.pdf. Published February 7, 2014. Accessed August 28, 2015.
20. U.S. Department of Veterans Affairs Veterans Health Administration (VHA) Pharmacy Benefits Management Services (PBM), Medical Advisory Panel (MAP) and Center for Medication Safety (VA MEDSAFE). Memorandum: Opioid Safety Initiative Requirements. U.S. Department of Veterans Affairs Website. http://www.veterans.senate.gov/imo /media/doc/VA%20Testimony%20-%20April%2030%20SVAC%20Overmedication%20hearing.pdf. Published April 30, 2014. Accessed August 28, 2015.
21. Brennan MJ. The effect of opioid therapy on endocrine function. Am J Med. 2013;126(3)(suppl 1):S12-S18.
22. Rubinstein AL, Carpenter DM, Minkoff JR. Hypogonadism in men with chronic pain linked to the use of long-acting rather than short-acting opioids. Clin J Pain. 2013;29(10):840-845.
23. Rubinstein A, Carpenter DM. Elucidating risk factors for androgen deficiency associated with daily opioid use. Am J Med. 2014;127(12):1195-1201.
Left subconjunctival hemorrhage • renal dysfunction • international normalized ratio of 4.5 • Dx?
THE CASE
A 71-year-old woman came to our clinic with a left subconjunctival hemorrhage. She had a history of atrial flutter and had received a liver transplant approximately 10 years ago. The patient reported having a procedure 2 weeks before her visit with us to remove a basal cell carcinoma on her lower left eyelid, but had no recent changes in vision or physical damage to the eye.
In the past year, she had been started on dabigatran 150 mg twice daily after developing symptomatic atrial fibrillation. Our patient had also been receiving tacrolimus 3 mg twice daily since her transplant. Other medications she was taking included hydroxychloroquine 200 mg/d for rheumatoid arthritis, propafenone 225 mg twice daily for atrial fibrillation, valsartan 80 mg/d for hypertension, and ranitidine 150 mg/d for reflux.
Venipuncture coagulation tests showed a partial thromboplastin time (PTT) of 75.1 seconds, a prothrombin time (PT) of 46.1 seconds, and an elevated international normalized ratio (INR) of 4.5 (normal range: 0.8-1.2). Point-of-care INR results were not obtained.
A complete blood count (CBC) was unremarkable with the exception of a low platelet count and high red blood cell distribution width (RDW). Our patient’s aspartate aminotransferase (AST) and alanine aminotransferase (ALT) were both within normal limits.
Kidney function tests told another story. The patient’s serum creatinine (SCr) and blood urea nitrogen (BUN) levels were elevated (1.54 mg/dL and 29 mg/dL, respectively) and her creatinine clearance (CrCl; 30.2 mL/min) suggested moderate to severe renal dysfunction.
The patient’s CHADS2 score was calculated as 1, suggesting she had a low-to-moderate risk of stroke.
THE DIAGNOSIS
Our patient had a left subconjunctival hemorrhage and an elevated venipuncture INR. Based on her renal dysfunction, we suspected that her elevated INR was likely due to an excessive dose of dabigatran, as well as an interaction between dabigatran and tacrolimus.
DISCUSSION
Dabigatran is an oral direct thrombin inhibitor approved for the prevention of stroke and systemic embolism in patients with non-valvular atrial fibrillation. An important advantage of dabigatran compared to warfarin is that the fixed-dose regimen does not require routine anticoagulation monitoring. In cases where anticoagulation monitoring is needed, PTT is the preferred method.1
While PT and INR have generally not been shown to accurately reflect the degree of anticoagulation with dabigatran at therapeutic doses, there have been in vitro reports of elevated INRs with supratherapeutic dabigatran levels.2,3 At a typical peak therapeutic dabigatran concentration of approximately 184 ng/mL, the INR generally ranged from 1.1 to 1.7.2 However, at a dabigatran concentration of 1000 ng/mL, the INR was elevated to 4.5,2,3 which is the same venipuncture INR recorded in our patient. While there have been published reports of falsely elevated point-of-care INR results compared to corresponding venipuncture INR results in patients taking dabigatran,4,5 a literature review found only a case of an elevated venipuncture INR in an end-stage renal disease patient receiving hemodialysis.6
In the case noted above, as well as our patient, an accumulation of dabigatran due to the patient’s renal dysfunction likely resulted in high plasma concentrations and therefore an elevated venipuncture INR. The elimination half-life for dabigatran is approximately 14 hours in patients with normal renal function; in a patient with severe renal impairment, the half-life can be up to 28 hours.7 Our patient’s CrCl at the time of presentation was 30.2 mL/min, which indicated moderate to severe renal dysfunction. Based on dabigatran prescribing recommendations, a dose adjustment to 75 mg bid might be appropriate.1 (Our patient was taking 150 mg bid.)
We do not believe our patient’s elevated INR was due to her liver transplant because there were no clinical signs of liver dysfunction. A more likely contributing factor was a drug interaction with tacrolimus. Dabigatran is a moderate affinity P-glycoprotein (P-gp) substrate and tacrolimus is both a P-gp substrate and inhibitor. While an interaction between tacrolimus and dabigatran has not been studied directly, concurrent use of any P-gp inhibitor and dabigatran is contraindicated in patients with severe renal dysfunction (CrCl: 15-30 mL/min).1 For these theoretical interactions, the Drug Interaction Probability Scale (DIPS) has been developed.8 In our patient’s case, the calculated DIPS score of 5 suggests a probable interaction, likely due to P-gp inhibition. The other medications our patient was taking did not have this interaction and were unlikely to contribute to the elevated INR and subconjunctival hemorrhage.
Our patient was instructed to stop taking dabigatran and return in 3 days for additional lab tests. At her follow-up visit, the lab results were PTT, 34.3 seconds; PT, 11.6 seconds; and venipuncture INR, 1.1. Her CBC was unremarkable and unchanged. Shortly after the follow-up visit, our patient was assessed by her cardiologist. Due to her renal dysfunction, risk of bleeding, and relatively low CHADS2 score, the cardiologist decided to discontinue dabigatran and start her on aspirin.
THE TAKEAWAY
Dabigatran may cause elevated INR levels in patients with renal dysfunction and/or those taking other medications that could interact with dabigatran. Concurrent use of any P-gp inhibitor (such as tacrolimus) and dabigatran is contraindicated in patients with severe renal dysfunction. Despite the lack of required routine laboratory monitoring, renal function and drug interactions associated with dabigatran therapy should be monitored closely.
1. Praxada [package insert]. Ridgefield, CT: Boehringer Ingelheim Pharmaceuticals; 2015.
2. van Ryn J, Stangier J, Haertter S, et al. Dabigatran etexilate—a novel, reversible, oral direct thrombin inhibitor: interpretation of coagulation assays and reversal of anticoagulant activity. Thromb Haemost. 2010;103:1116-1127.
3. Lindahl TL, Baghaei F, Blixter IF, et al; Expert Group on Coagulation of the External Quality Assurance in Laboratory Medicine in Sweden. Effects of the oral, direct thrombin inhibitor dabigatran on five common coagulation assays. Thromb Haemost. 2011;105:371-378.
4. Baruch L, Sherman O. Potential inaccuracy of point-of-care INR in dabigatran-treated patients. Ann Pharmacother. 2011;45:e40.
5. van Ryn J, Baruch L, Clemens A. Interpretation of point-ofcare INR results in patients treated with dabigatran. Am J Med. 2012;125:417-420.
6. Kim J, Yadava M, An IC, et al. Coagulopathy and extremely elevated PT/INR after dabigatran etexilate use in a patient with end-stage renal disease. Case Rep Med. 2013;2013:131395.
7. Stangier J, Rathgen K, Stähle H, et al. Influence of renal impairment on the pharmacokinetics and pharmacodynamics of oral dabigatran etexilate: an open-label, parallel-group, single-centre study. Clin Pharmacokinet. 2010;49:259-268.
8. Horn JR, Hansten PD, Chan LN. Proposal for a new tool to evaluate drug interaction cases. Ann Pharmacother. 2007;41:674-680.
THE CASE
A 71-year-old woman came to our clinic with a left subconjunctival hemorrhage. She had a history of atrial flutter and had received a liver transplant approximately 10 years ago. The patient reported having a procedure 2 weeks before her visit with us to remove a basal cell carcinoma on her lower left eyelid, but had no recent changes in vision or physical damage to the eye.
In the past year, she had been started on dabigatran 150 mg twice daily after developing symptomatic atrial fibrillation. Our patient had also been receiving tacrolimus 3 mg twice daily since her transplant. Other medications she was taking included hydroxychloroquine 200 mg/d for rheumatoid arthritis, propafenone 225 mg twice daily for atrial fibrillation, valsartan 80 mg/d for hypertension, and ranitidine 150 mg/d for reflux.
Venipuncture coagulation tests showed a partial thromboplastin time (PTT) of 75.1 seconds, a prothrombin time (PT) of 46.1 seconds, and an elevated international normalized ratio (INR) of 4.5 (normal range: 0.8-1.2). Point-of-care INR results were not obtained.
A complete blood count (CBC) was unremarkable with the exception of a low platelet count and high red blood cell distribution width (RDW). Our patient’s aspartate aminotransferase (AST) and alanine aminotransferase (ALT) were both within normal limits.
Kidney function tests told another story. The patient’s serum creatinine (SCr) and blood urea nitrogen (BUN) levels were elevated (1.54 mg/dL and 29 mg/dL, respectively) and her creatinine clearance (CrCl; 30.2 mL/min) suggested moderate to severe renal dysfunction.
The patient’s CHADS2 score was calculated as 1, suggesting she had a low-to-moderate risk of stroke.
THE DIAGNOSIS
Our patient had a left subconjunctival hemorrhage and an elevated venipuncture INR. Based on her renal dysfunction, we suspected that her elevated INR was likely due to an excessive dose of dabigatran, as well as an interaction between dabigatran and tacrolimus.
DISCUSSION
Dabigatran is an oral direct thrombin inhibitor approved for the prevention of stroke and systemic embolism in patients with non-valvular atrial fibrillation. An important advantage of dabigatran compared to warfarin is that the fixed-dose regimen does not require routine anticoagulation monitoring. In cases where anticoagulation monitoring is needed, PTT is the preferred method.1
While PT and INR have generally not been shown to accurately reflect the degree of anticoagulation with dabigatran at therapeutic doses, there have been in vitro reports of elevated INRs with supratherapeutic dabigatran levels.2,3 At a typical peak therapeutic dabigatran concentration of approximately 184 ng/mL, the INR generally ranged from 1.1 to 1.7.2 However, at a dabigatran concentration of 1000 ng/mL, the INR was elevated to 4.5,2,3 which is the same venipuncture INR recorded in our patient. While there have been published reports of falsely elevated point-of-care INR results compared to corresponding venipuncture INR results in patients taking dabigatran,4,5 a literature review found only a case of an elevated venipuncture INR in an end-stage renal disease patient receiving hemodialysis.6
In the case noted above, as well as our patient, an accumulation of dabigatran due to the patient’s renal dysfunction likely resulted in high plasma concentrations and therefore an elevated venipuncture INR. The elimination half-life for dabigatran is approximately 14 hours in patients with normal renal function; in a patient with severe renal impairment, the half-life can be up to 28 hours.7 Our patient’s CrCl at the time of presentation was 30.2 mL/min, which indicated moderate to severe renal dysfunction. Based on dabigatran prescribing recommendations, a dose adjustment to 75 mg bid might be appropriate.1 (Our patient was taking 150 mg bid.)
We do not believe our patient’s elevated INR was due to her liver transplant because there were no clinical signs of liver dysfunction. A more likely contributing factor was a drug interaction with tacrolimus. Dabigatran is a moderate affinity P-glycoprotein (P-gp) substrate and tacrolimus is both a P-gp substrate and inhibitor. While an interaction between tacrolimus and dabigatran has not been studied directly, concurrent use of any P-gp inhibitor and dabigatran is contraindicated in patients with severe renal dysfunction (CrCl: 15-30 mL/min).1 For these theoretical interactions, the Drug Interaction Probability Scale (DIPS) has been developed.8 In our patient’s case, the calculated DIPS score of 5 suggests a probable interaction, likely due to P-gp inhibition. The other medications our patient was taking did not have this interaction and were unlikely to contribute to the elevated INR and subconjunctival hemorrhage.
Our patient was instructed to stop taking dabigatran and return in 3 days for additional lab tests. At her follow-up visit, the lab results were PTT, 34.3 seconds; PT, 11.6 seconds; and venipuncture INR, 1.1. Her CBC was unremarkable and unchanged. Shortly after the follow-up visit, our patient was assessed by her cardiologist. Due to her renal dysfunction, risk of bleeding, and relatively low CHADS2 score, the cardiologist decided to discontinue dabigatran and start her on aspirin.
THE TAKEAWAY
Dabigatran may cause elevated INR levels in patients with renal dysfunction and/or those taking other medications that could interact with dabigatran. Concurrent use of any P-gp inhibitor (such as tacrolimus) and dabigatran is contraindicated in patients with severe renal dysfunction. Despite the lack of required routine laboratory monitoring, renal function and drug interactions associated with dabigatran therapy should be monitored closely.
THE CASE
A 71-year-old woman came to our clinic with a left subconjunctival hemorrhage. She had a history of atrial flutter and had received a liver transplant approximately 10 years ago. The patient reported having a procedure 2 weeks before her visit with us to remove a basal cell carcinoma on her lower left eyelid, but had no recent changes in vision or physical damage to the eye.
In the past year, she had been started on dabigatran 150 mg twice daily after developing symptomatic atrial fibrillation. Our patient had also been receiving tacrolimus 3 mg twice daily since her transplant. Other medications she was taking included hydroxychloroquine 200 mg/d for rheumatoid arthritis, propafenone 225 mg twice daily for atrial fibrillation, valsartan 80 mg/d for hypertension, and ranitidine 150 mg/d for reflux.
Venipuncture coagulation tests showed a partial thromboplastin time (PTT) of 75.1 seconds, a prothrombin time (PT) of 46.1 seconds, and an elevated international normalized ratio (INR) of 4.5 (normal range: 0.8-1.2). Point-of-care INR results were not obtained.
A complete blood count (CBC) was unremarkable with the exception of a low platelet count and high red blood cell distribution width (RDW). Our patient’s aspartate aminotransferase (AST) and alanine aminotransferase (ALT) were both within normal limits.
Kidney function tests told another story. The patient’s serum creatinine (SCr) and blood urea nitrogen (BUN) levels were elevated (1.54 mg/dL and 29 mg/dL, respectively) and her creatinine clearance (CrCl; 30.2 mL/min) suggested moderate to severe renal dysfunction.
The patient’s CHADS2 score was calculated as 1, suggesting she had a low-to-moderate risk of stroke.
THE DIAGNOSIS
Our patient had a left subconjunctival hemorrhage and an elevated venipuncture INR. Based on her renal dysfunction, we suspected that her elevated INR was likely due to an excessive dose of dabigatran, as well as an interaction between dabigatran and tacrolimus.
DISCUSSION
Dabigatran is an oral direct thrombin inhibitor approved for the prevention of stroke and systemic embolism in patients with non-valvular atrial fibrillation. An important advantage of dabigatran compared to warfarin is that the fixed-dose regimen does not require routine anticoagulation monitoring. In cases where anticoagulation monitoring is needed, PTT is the preferred method.1
While PT and INR have generally not been shown to accurately reflect the degree of anticoagulation with dabigatran at therapeutic doses, there have been in vitro reports of elevated INRs with supratherapeutic dabigatran levels.2,3 At a typical peak therapeutic dabigatran concentration of approximately 184 ng/mL, the INR generally ranged from 1.1 to 1.7.2 However, at a dabigatran concentration of 1000 ng/mL, the INR was elevated to 4.5,2,3 which is the same venipuncture INR recorded in our patient. While there have been published reports of falsely elevated point-of-care INR results compared to corresponding venipuncture INR results in patients taking dabigatran,4,5 a literature review found only a case of an elevated venipuncture INR in an end-stage renal disease patient receiving hemodialysis.6
In the case noted above, as well as our patient, an accumulation of dabigatran due to the patient’s renal dysfunction likely resulted in high plasma concentrations and therefore an elevated venipuncture INR. The elimination half-life for dabigatran is approximately 14 hours in patients with normal renal function; in a patient with severe renal impairment, the half-life can be up to 28 hours.7 Our patient’s CrCl at the time of presentation was 30.2 mL/min, which indicated moderate to severe renal dysfunction. Based on dabigatran prescribing recommendations, a dose adjustment to 75 mg bid might be appropriate.1 (Our patient was taking 150 mg bid.)
We do not believe our patient’s elevated INR was due to her liver transplant because there were no clinical signs of liver dysfunction. A more likely contributing factor was a drug interaction with tacrolimus. Dabigatran is a moderate affinity P-glycoprotein (P-gp) substrate and tacrolimus is both a P-gp substrate and inhibitor. While an interaction between tacrolimus and dabigatran has not been studied directly, concurrent use of any P-gp inhibitor and dabigatran is contraindicated in patients with severe renal dysfunction (CrCl: 15-30 mL/min).1 For these theoretical interactions, the Drug Interaction Probability Scale (DIPS) has been developed.8 In our patient’s case, the calculated DIPS score of 5 suggests a probable interaction, likely due to P-gp inhibition. The other medications our patient was taking did not have this interaction and were unlikely to contribute to the elevated INR and subconjunctival hemorrhage.
Our patient was instructed to stop taking dabigatran and return in 3 days for additional lab tests. At her follow-up visit, the lab results were PTT, 34.3 seconds; PT, 11.6 seconds; and venipuncture INR, 1.1. Her CBC was unremarkable and unchanged. Shortly after the follow-up visit, our patient was assessed by her cardiologist. Due to her renal dysfunction, risk of bleeding, and relatively low CHADS2 score, the cardiologist decided to discontinue dabigatran and start her on aspirin.
THE TAKEAWAY
Dabigatran may cause elevated INR levels in patients with renal dysfunction and/or those taking other medications that could interact with dabigatran. Concurrent use of any P-gp inhibitor (such as tacrolimus) and dabigatran is contraindicated in patients with severe renal dysfunction. Despite the lack of required routine laboratory monitoring, renal function and drug interactions associated with dabigatran therapy should be monitored closely.
1. Praxada [package insert]. Ridgefield, CT: Boehringer Ingelheim Pharmaceuticals; 2015.
2. van Ryn J, Stangier J, Haertter S, et al. Dabigatran etexilate—a novel, reversible, oral direct thrombin inhibitor: interpretation of coagulation assays and reversal of anticoagulant activity. Thromb Haemost. 2010;103:1116-1127.
3. Lindahl TL, Baghaei F, Blixter IF, et al; Expert Group on Coagulation of the External Quality Assurance in Laboratory Medicine in Sweden. Effects of the oral, direct thrombin inhibitor dabigatran on five common coagulation assays. Thromb Haemost. 2011;105:371-378.
4. Baruch L, Sherman O. Potential inaccuracy of point-of-care INR in dabigatran-treated patients. Ann Pharmacother. 2011;45:e40.
5. van Ryn J, Baruch L, Clemens A. Interpretation of point-ofcare INR results in patients treated with dabigatran. Am J Med. 2012;125:417-420.
6. Kim J, Yadava M, An IC, et al. Coagulopathy and extremely elevated PT/INR after dabigatran etexilate use in a patient with end-stage renal disease. Case Rep Med. 2013;2013:131395.
7. Stangier J, Rathgen K, Stähle H, et al. Influence of renal impairment on the pharmacokinetics and pharmacodynamics of oral dabigatran etexilate: an open-label, parallel-group, single-centre study. Clin Pharmacokinet. 2010;49:259-268.
8. Horn JR, Hansten PD, Chan LN. Proposal for a new tool to evaluate drug interaction cases. Ann Pharmacother. 2007;41:674-680.
1. Praxada [package insert]. Ridgefield, CT: Boehringer Ingelheim Pharmaceuticals; 2015.
2. van Ryn J, Stangier J, Haertter S, et al. Dabigatran etexilate—a novel, reversible, oral direct thrombin inhibitor: interpretation of coagulation assays and reversal of anticoagulant activity. Thromb Haemost. 2010;103:1116-1127.
3. Lindahl TL, Baghaei F, Blixter IF, et al; Expert Group on Coagulation of the External Quality Assurance in Laboratory Medicine in Sweden. Effects of the oral, direct thrombin inhibitor dabigatran on five common coagulation assays. Thromb Haemost. 2011;105:371-378.
4. Baruch L, Sherman O. Potential inaccuracy of point-of-care INR in dabigatran-treated patients. Ann Pharmacother. 2011;45:e40.
5. van Ryn J, Baruch L, Clemens A. Interpretation of point-ofcare INR results in patients treated with dabigatran. Am J Med. 2012;125:417-420.
6. Kim J, Yadava M, An IC, et al. Coagulopathy and extremely elevated PT/INR after dabigatran etexilate use in a patient with end-stage renal disease. Case Rep Med. 2013;2013:131395.
7. Stangier J, Rathgen K, Stähle H, et al. Influence of renal impairment on the pharmacokinetics and pharmacodynamics of oral dabigatran etexilate: an open-label, parallel-group, single-centre study. Clin Pharmacokinet. 2010;49:259-268.
8. Horn JR, Hansten PD, Chan LN. Proposal for a new tool to evaluate drug interaction cases. Ann Pharmacother. 2007;41:674-680.
Case Studies in Toxicology: One Last Kick—Transverse Myelitis After an Overdose of Heroin via Insufflation
Case
A 17-year-old adolescent girl with a history of depression and opioid dependence, for which she was taking buprenorphine until 2 weeks earlier, presented to the ED via emergency medical services (EMS) after her father found her lying on the couch unresponsive and with shallow respirations. Naloxone was administered by EMS and her mental status improved.
At presentation, the patient admitted to insufflation of an unknown amount of heroin and ingestion of 2 mg of alprazolam earlier in the day. She denied any past or current use of intravenous (IV) drugs. During monitoring, she began to complain of numbness in her legs and an inability to urinate. Examination revealed paralysis and decreased sensation of her bilateral lower extremities to the midthigh, with decreased rectal tone. Because of the patient’s history of drug use and temporal association with the heroin overdose, both neurosurgery and toxicology services were consulted.
What can cause lower extremity paralysis in a drug user?
The differential diagnosis for the patient at this point included toxin-induced myelopathy, Guillain-Barré syndrome, hypokalemic periodic paralysis, spinal compression, epidural abscess, cerebrovascular accident, spinal lesion, and spinal artery dissection or infarction.
Although Guillain-Barré syndrome presents with ascending paralysis, there is usually an antecedent respiratory or gastrointestinal infection. While epidural abscess with spinal compression is associated with IV drug use and can present similarly, the patient in this case denied IV use. In the absence of any risk factors, cerebrovascular accident and spinal artery dissection were also unlikely.
Case Continuation
A bladder catheter was placed due to the patient’s inability to urinate, and approximately 1 L of urine output was retrieved. Immediate magnetic resonance imaging (MRI) demonstrated increased T2 signal intensity and expansion of the distal thoracic cord and conus without mass lesion, consistent with transverse myelitis (TM).
What is transverse myelitis and why does it occur?
Transverse myelitis is an inflammatory demyelinating disorder that focally affects the spinal cord, resulting in a specific pattern of motor, sensory, and autonomic dysfunction.1 Signs and symptoms include paresthesia, paralysis of the extremities, and loss of bladder and bowel control. The level of the spinal cord affected determines the clinical effects. Demyelination typically occurs at the thoracic segment, producing findings in the legs, as well as bladder and bowel dysfunction.
The exact cause of TM is unknown, but the inflammation may result from a viral complication or an abnormal immune response. Infectious viral agents suspected of causing TM include varicella zoster, herpes simplex, cytomegalovirus, Epstein-Barr, influenza, human immunodeficiency virus, hepatitis A, and rubella. It has also been postulated that an autoimmune reaction is responsible for the condition.
In some individuals, TM represents the first manifestation of an underlying demyelinating disorder such as multiple sclerosis or neuromyelitis optica. A diagnosis of TM is made through patient history, physical examination, and characteristic findings on neuroimaging, specifically MRI.
Heroin use has long been associated with the development of TM, and is usually associated with IV administration of the drug after a period of abstinence.2 This association strengthens the basis for an immunologic etiology—an initial sensitization and subsequent reexposure causing the effects of TM. There have also been cases of TM coexisting with rhabdomyolysis due to the patient being found in a contorted position.3 Another theory of the etiology of heroin-associated TM is a reaction to a possible adulterant or contaminant in the heroin.4
What is the treatment and prognosis of transverse myelitis?
Since there is no cure for TM, treatment is directed at reducing inflammation in the spinal cord. Initial therapy generally includes corticosteroids. In patients with a minimal response to corticosteroids, plasma exchange can be attempted. There are also limited data to suggest a beneficial role for the use of IV immunoglobulin.5 In addition to treatment, general supportive care must also be optimized, such as the use of prophylaxis for thrombophlebitis due to immobility and physical therapy, if possible.
The prognosis of patients with TM is variable, and up to two thirds of patients will have moderate-to-severe residual neurological disability.6 Recovery is slow, with most patients beginning to show improvement within the first 2 to 12 weeks from treatment and supportive care. The recovery process can continue for 2 years. However, if no improvement is made within the first 3 to 6 months, recovery is unlikely.7 Cases of heroin-associated TM may have a more favorable prognosis.8
A majority of individuals will only experience this clinical entity once, but there are rare causes of recurrent or relapsing TM.7 In these situations, a search for underlying demyelinating diseases should be performed.
Case Conclusion
The patient was immediately started on IV corticosteroids, but as there was no improvement after 5 days, plasmapheresis was performed. She received 5 cycles of plasmapheresis and a 5-day course of IV immunoglobulin but still without any improvement. A repeat MRI of the thoracic spine was performed and raised the possibility of cord infarct, but infectious or inflammatory myelitis remained within differential consideration. The patient continued to make minimal improvement with physical therapy and, after a 3-week hospital course, she was transferred to inpatient rehabilitation for further care. Over the next 2 months, the loss of sensation and motor ability of her legs did not improve, but she did regain control of her bowels and bladder.
Dr Regina is a medical toxicology fellow in the department of emergency medicine at North Shore Long Island Jewish Health System, New York. Dr Nelson, editor of “Case Studies in Toxicology,” is a professor in the department of emergency medicine and director of the medical toxicology fellowship program at the New York University School of Medicine and the New York City Poison Control Center. He is also associate editor, toxicology, of the EMERGENCY MEDICINE editorial board.
- Pandit L. Transverse myelitis spectrum disorders. Neurol India. 2009;57(2):126-133.
- Richter RW, Rosenberg RN. Transverse myelitis associated with heroin addiction. JAMA. 1968;206(6):1255-1257.
- Sahni V, Garg D, Garg S, Agarwal SK, Singh NP. Unusual complications of heroin abuse: transverse myelitis, rhabdomyolysis, compartment syndrome, and ARF. Clin Toxicol (Phila). 2008;46(2):153-155.
- Schein PS, Yessayan L, Mayman CI. Acute transverse myelitis associated with intravenous opium. Neurology. 1971;21(1):101-102.
- Absoud M, Gadian J, Hellier J, et al. Protocol for a multicentre randomiSed controlled TRial of IntraVEnous immunoglobulin versus standard therapy for the treatment of transverse myelitis in adults and children (STRIVE). BMJ Open. 2015;5(5):e008312.
- West TW. Transverse myelitis--a review of the presentation, diagnosis, and initial management. Discov Med. 2013;16(88):167-177.
- Transverse myelitis fact sheet. National Institute of Neurological Disorders and Stroke. http://www.ninds.nih.gov/disorders/transversemyelitis/detail_transversemyelitis.htm. Updated June 24, 2015. Accessed September 2, 2015.
- McGuire JL, Beslow LA, Finkel RS, Zimmerman RA, Henretig FM. A teenager with focal weakness. Pediatr Emerg Care. 2008;24(12):875-879.
Case
A 17-year-old adolescent girl with a history of depression and opioid dependence, for which she was taking buprenorphine until 2 weeks earlier, presented to the ED via emergency medical services (EMS) after her father found her lying on the couch unresponsive and with shallow respirations. Naloxone was administered by EMS and her mental status improved.
At presentation, the patient admitted to insufflation of an unknown amount of heroin and ingestion of 2 mg of alprazolam earlier in the day. She denied any past or current use of intravenous (IV) drugs. During monitoring, she began to complain of numbness in her legs and an inability to urinate. Examination revealed paralysis and decreased sensation of her bilateral lower extremities to the midthigh, with decreased rectal tone. Because of the patient’s history of drug use and temporal association with the heroin overdose, both neurosurgery and toxicology services were consulted.
What can cause lower extremity paralysis in a drug user?
The differential diagnosis for the patient at this point included toxin-induced myelopathy, Guillain-Barré syndrome, hypokalemic periodic paralysis, spinal compression, epidural abscess, cerebrovascular accident, spinal lesion, and spinal artery dissection or infarction.
Although Guillain-Barré syndrome presents with ascending paralysis, there is usually an antecedent respiratory or gastrointestinal infection. While epidural abscess with spinal compression is associated with IV drug use and can present similarly, the patient in this case denied IV use. In the absence of any risk factors, cerebrovascular accident and spinal artery dissection were also unlikely.
Case Continuation
A bladder catheter was placed due to the patient’s inability to urinate, and approximately 1 L of urine output was retrieved. Immediate magnetic resonance imaging (MRI) demonstrated increased T2 signal intensity and expansion of the distal thoracic cord and conus without mass lesion, consistent with transverse myelitis (TM).
What is transverse myelitis and why does it occur?
Transverse myelitis is an inflammatory demyelinating disorder that focally affects the spinal cord, resulting in a specific pattern of motor, sensory, and autonomic dysfunction.1 Signs and symptoms include paresthesia, paralysis of the extremities, and loss of bladder and bowel control. The level of the spinal cord affected determines the clinical effects. Demyelination typically occurs at the thoracic segment, producing findings in the legs, as well as bladder and bowel dysfunction.
The exact cause of TM is unknown, but the inflammation may result from a viral complication or an abnormal immune response. Infectious viral agents suspected of causing TM include varicella zoster, herpes simplex, cytomegalovirus, Epstein-Barr, influenza, human immunodeficiency virus, hepatitis A, and rubella. It has also been postulated that an autoimmune reaction is responsible for the condition.
In some individuals, TM represents the first manifestation of an underlying demyelinating disorder such as multiple sclerosis or neuromyelitis optica. A diagnosis of TM is made through patient history, physical examination, and characteristic findings on neuroimaging, specifically MRI.
Heroin use has long been associated with the development of TM, and is usually associated with IV administration of the drug after a period of abstinence.2 This association strengthens the basis for an immunologic etiology—an initial sensitization and subsequent reexposure causing the effects of TM. There have also been cases of TM coexisting with rhabdomyolysis due to the patient being found in a contorted position.3 Another theory of the etiology of heroin-associated TM is a reaction to a possible adulterant or contaminant in the heroin.4
What is the treatment and prognosis of transverse myelitis?
Since there is no cure for TM, treatment is directed at reducing inflammation in the spinal cord. Initial therapy generally includes corticosteroids. In patients with a minimal response to corticosteroids, plasma exchange can be attempted. There are also limited data to suggest a beneficial role for the use of IV immunoglobulin.5 In addition to treatment, general supportive care must also be optimized, such as the use of prophylaxis for thrombophlebitis due to immobility and physical therapy, if possible.
The prognosis of patients with TM is variable, and up to two thirds of patients will have moderate-to-severe residual neurological disability.6 Recovery is slow, with most patients beginning to show improvement within the first 2 to 12 weeks from treatment and supportive care. The recovery process can continue for 2 years. However, if no improvement is made within the first 3 to 6 months, recovery is unlikely.7 Cases of heroin-associated TM may have a more favorable prognosis.8
A majority of individuals will only experience this clinical entity once, but there are rare causes of recurrent or relapsing TM.7 In these situations, a search for underlying demyelinating diseases should be performed.
Case Conclusion
The patient was immediately started on IV corticosteroids, but as there was no improvement after 5 days, plasmapheresis was performed. She received 5 cycles of plasmapheresis and a 5-day course of IV immunoglobulin but still without any improvement. A repeat MRI of the thoracic spine was performed and raised the possibility of cord infarct, but infectious or inflammatory myelitis remained within differential consideration. The patient continued to make minimal improvement with physical therapy and, after a 3-week hospital course, she was transferred to inpatient rehabilitation for further care. Over the next 2 months, the loss of sensation and motor ability of her legs did not improve, but she did regain control of her bowels and bladder.
Dr Regina is a medical toxicology fellow in the department of emergency medicine at North Shore Long Island Jewish Health System, New York. Dr Nelson, editor of “Case Studies in Toxicology,” is a professor in the department of emergency medicine and director of the medical toxicology fellowship program at the New York University School of Medicine and the New York City Poison Control Center. He is also associate editor, toxicology, of the EMERGENCY MEDICINE editorial board.
Case
A 17-year-old adolescent girl with a history of depression and opioid dependence, for which she was taking buprenorphine until 2 weeks earlier, presented to the ED via emergency medical services (EMS) after her father found her lying on the couch unresponsive and with shallow respirations. Naloxone was administered by EMS and her mental status improved.
At presentation, the patient admitted to insufflation of an unknown amount of heroin and ingestion of 2 mg of alprazolam earlier in the day. She denied any past or current use of intravenous (IV) drugs. During monitoring, she began to complain of numbness in her legs and an inability to urinate. Examination revealed paralysis and decreased sensation of her bilateral lower extremities to the midthigh, with decreased rectal tone. Because of the patient’s history of drug use and temporal association with the heroin overdose, both neurosurgery and toxicology services were consulted.
What can cause lower extremity paralysis in a drug user?
The differential diagnosis for the patient at this point included toxin-induced myelopathy, Guillain-Barré syndrome, hypokalemic periodic paralysis, spinal compression, epidural abscess, cerebrovascular accident, spinal lesion, and spinal artery dissection or infarction.
Although Guillain-Barré syndrome presents with ascending paralysis, there is usually an antecedent respiratory or gastrointestinal infection. While epidural abscess with spinal compression is associated with IV drug use and can present similarly, the patient in this case denied IV use. In the absence of any risk factors, cerebrovascular accident and spinal artery dissection were also unlikely.
Case Continuation
A bladder catheter was placed due to the patient’s inability to urinate, and approximately 1 L of urine output was retrieved. Immediate magnetic resonance imaging (MRI) demonstrated increased T2 signal intensity and expansion of the distal thoracic cord and conus without mass lesion, consistent with transverse myelitis (TM).
What is transverse myelitis and why does it occur?
Transverse myelitis is an inflammatory demyelinating disorder that focally affects the spinal cord, resulting in a specific pattern of motor, sensory, and autonomic dysfunction.1 Signs and symptoms include paresthesia, paralysis of the extremities, and loss of bladder and bowel control. The level of the spinal cord affected determines the clinical effects. Demyelination typically occurs at the thoracic segment, producing findings in the legs, as well as bladder and bowel dysfunction.
The exact cause of TM is unknown, but the inflammation may result from a viral complication or an abnormal immune response. Infectious viral agents suspected of causing TM include varicella zoster, herpes simplex, cytomegalovirus, Epstein-Barr, influenza, human immunodeficiency virus, hepatitis A, and rubella. It has also been postulated that an autoimmune reaction is responsible for the condition.
In some individuals, TM represents the first manifestation of an underlying demyelinating disorder such as multiple sclerosis or neuromyelitis optica. A diagnosis of TM is made through patient history, physical examination, and characteristic findings on neuroimaging, specifically MRI.
Heroin use has long been associated with the development of TM, and is usually associated with IV administration of the drug after a period of abstinence.2 This association strengthens the basis for an immunologic etiology—an initial sensitization and subsequent reexposure causing the effects of TM. There have also been cases of TM coexisting with rhabdomyolysis due to the patient being found in a contorted position.3 Another theory of the etiology of heroin-associated TM is a reaction to a possible adulterant or contaminant in the heroin.4
What is the treatment and prognosis of transverse myelitis?
Since there is no cure for TM, treatment is directed at reducing inflammation in the spinal cord. Initial therapy generally includes corticosteroids. In patients with a minimal response to corticosteroids, plasma exchange can be attempted. There are also limited data to suggest a beneficial role for the use of IV immunoglobulin.5 In addition to treatment, general supportive care must also be optimized, such as the use of prophylaxis for thrombophlebitis due to immobility and physical therapy, if possible.
The prognosis of patients with TM is variable, and up to two thirds of patients will have moderate-to-severe residual neurological disability.6 Recovery is slow, with most patients beginning to show improvement within the first 2 to 12 weeks from treatment and supportive care. The recovery process can continue for 2 years. However, if no improvement is made within the first 3 to 6 months, recovery is unlikely.7 Cases of heroin-associated TM may have a more favorable prognosis.8
A majority of individuals will only experience this clinical entity once, but there are rare causes of recurrent or relapsing TM.7 In these situations, a search for underlying demyelinating diseases should be performed.
Case Conclusion
The patient was immediately started on IV corticosteroids, but as there was no improvement after 5 days, plasmapheresis was performed. She received 5 cycles of plasmapheresis and a 5-day course of IV immunoglobulin but still without any improvement. A repeat MRI of the thoracic spine was performed and raised the possibility of cord infarct, but infectious or inflammatory myelitis remained within differential consideration. The patient continued to make minimal improvement with physical therapy and, after a 3-week hospital course, she was transferred to inpatient rehabilitation for further care. Over the next 2 months, the loss of sensation and motor ability of her legs did not improve, but she did regain control of her bowels and bladder.
Dr Regina is a medical toxicology fellow in the department of emergency medicine at North Shore Long Island Jewish Health System, New York. Dr Nelson, editor of “Case Studies in Toxicology,” is a professor in the department of emergency medicine and director of the medical toxicology fellowship program at the New York University School of Medicine and the New York City Poison Control Center. He is also associate editor, toxicology, of the EMERGENCY MEDICINE editorial board.
- Pandit L. Transverse myelitis spectrum disorders. Neurol India. 2009;57(2):126-133.
- Richter RW, Rosenberg RN. Transverse myelitis associated with heroin addiction. JAMA. 1968;206(6):1255-1257.
- Sahni V, Garg D, Garg S, Agarwal SK, Singh NP. Unusual complications of heroin abuse: transverse myelitis, rhabdomyolysis, compartment syndrome, and ARF. Clin Toxicol (Phila). 2008;46(2):153-155.
- Schein PS, Yessayan L, Mayman CI. Acute transverse myelitis associated with intravenous opium. Neurology. 1971;21(1):101-102.
- Absoud M, Gadian J, Hellier J, et al. Protocol for a multicentre randomiSed controlled TRial of IntraVEnous immunoglobulin versus standard therapy for the treatment of transverse myelitis in adults and children (STRIVE). BMJ Open. 2015;5(5):e008312.
- West TW. Transverse myelitis--a review of the presentation, diagnosis, and initial management. Discov Med. 2013;16(88):167-177.
- Transverse myelitis fact sheet. National Institute of Neurological Disorders and Stroke. http://www.ninds.nih.gov/disorders/transversemyelitis/detail_transversemyelitis.htm. Updated June 24, 2015. Accessed September 2, 2015.
- McGuire JL, Beslow LA, Finkel RS, Zimmerman RA, Henretig FM. A teenager with focal weakness. Pediatr Emerg Care. 2008;24(12):875-879.
- Pandit L. Transverse myelitis spectrum disorders. Neurol India. 2009;57(2):126-133.
- Richter RW, Rosenberg RN. Transverse myelitis associated with heroin addiction. JAMA. 1968;206(6):1255-1257.
- Sahni V, Garg D, Garg S, Agarwal SK, Singh NP. Unusual complications of heroin abuse: transverse myelitis, rhabdomyolysis, compartment syndrome, and ARF. Clin Toxicol (Phila). 2008;46(2):153-155.
- Schein PS, Yessayan L, Mayman CI. Acute transverse myelitis associated with intravenous opium. Neurology. 1971;21(1):101-102.
- Absoud M, Gadian J, Hellier J, et al. Protocol for a multicentre randomiSed controlled TRial of IntraVEnous immunoglobulin versus standard therapy for the treatment of transverse myelitis in adults and children (STRIVE). BMJ Open. 2015;5(5):e008312.
- West TW. Transverse myelitis--a review of the presentation, diagnosis, and initial management. Discov Med. 2013;16(88):167-177.
- Transverse myelitis fact sheet. National Institute of Neurological Disorders and Stroke. http://www.ninds.nih.gov/disorders/transversemyelitis/detail_transversemyelitis.htm. Updated June 24, 2015. Accessed September 2, 2015.
- McGuire JL, Beslow LA, Finkel RS, Zimmerman RA, Henretig FM. A teenager with focal weakness. Pediatr Emerg Care. 2008;24(12):875-879.
Case Report: Diagnosis of Small Bowel Obstruction With Bedside Ultrasound
Case
A 64-year-old man presented to the ED seeking assistance in withdrawing from his prescription of oxycodone, which he had been taking to manage chronic pain due to rheumatoid arthritis. He stated that he had discontinued the oxycodone approximately 4 days prior to presentation and over the past 3 days, had been experiencing abdominal pain, nausea, vomiting, diarrhea, and diaphoresis. He noted that his symptoms were identical to those he had during previous unsuccessful attempts to wean himself from the narcotic medication. He denied any fever, dysuria, penile discharge, or any skin changes. Further evaluation revealed a remote history of a cholecystectomy and an appendectomy.
During the initial examination, the patient appeared uncomfortable but in no acute distress. His vital signs were: heart rate, 110 beats/minute; blood pressure, 107/76 mm Hg, respiratory rate, 22 breaths/minute; and temperature, 99˚F. Oxygen saturation was 97% on room air. The abdominal examination revealed moderate diffuse tenderness, mild distension without guarding or rebound, and some well-healed surgical scars.
In light of the abnormal sonographic findings, a computed tomography (CT) scan with intravenous (IV) contrast was performed, which confirmed the diagnosis of a distal small bowel obstruction (SBO). Surgery services were consulted. As the patient’s current symptoms were believed to be the result of an SBO and not from narcotic withdrawal, surgery services instructed nothing by mouth and elected nonsurgical management. They placed a nasogastric tube and administered fluids and analgesics via IV. The patient was discharged 4 days after presentation to the ED, with complete resolution of his symptoms.
Discussion
Annually in the United States, less than 1% of all patients presenting to EDs are subsequently diagnosed with SBO.1 However, this disease comprises 15% of all surgical hospital admissions, costing upward of $1 billion in annual hospital charges.2 Moreover, patients with SBO suffer from a disproportionately high morbidity (eg, bowel strangulation, necrosis) and mortality than the general population,3-5 and delayed diagnosis is associated with a higher risk of bowel resection. One study by Bickell et al6 showed that only 4% of patients appropriately managed less than 24 hours after symptom onset required resection compared with 10% to 14% of patients managed more than 24 hours after symptom onset.
As most patients diagnosed with SBO are first seen in the ED, emergency physicians (EPs) have a distinctive role in lowering the likelihood of a poor outcome by making this diagnosis early.7 Multiple methods of diagnosing SBO are at the disposal of the clinician, including the history and physical examination, abdominal X-ray, ultrasound, CT, and magnetic resonance imaging (MRI).
The history and physical examination can be rapidly performed at the bedside in patients with suspected SBO. The factors typically associated with SBO include constipation, a previous history of abdominal surgeries, abnormal bowel sounds, and abdominal distension.3 However, these findings are not sufficient to accurately and adequately rule in or rule out disease.3,8,9
Diagnostic Imaging
While patient history and physical examination may be helpful in diagnosing SBO, imaging plays a critical role in the definitive diagnosis. The imaging modality that is the de facto gold standard for diagnosis is the CT scan.10 A meta-analysis by Taylor et al,3 which included 64-slice multidetector CT imaging studies (using both oral and IV contrast), demonstrated sensitivities of 93% to 96% and specificities of 93% to 100% in diagnosing SBO.
In patients in whom CT is contraindicated, MRI can be a useful alternative, with studies showing a similar diagnostic accuracy to 64-slice CT.13,14 Both CT and MRI are highly accurate in diagnosing SBO; however, there are disadvantages to their use. Such disadvantages include the inability to perform these studies at bedside; the length of time to perform these studies; the higher cost compared to other modalities; and, in CT, the adverse side effects of radiation and possible contrast reactions.
Bedside Ultrasound
Abdominal X-ray traditionally has been the initial choice in bedside imaging for SBO; however, a recent meta-analysis found this modality to have a summary sensitivity of 75%, specificity of 66%, positive likelihood ratio of 1.6, and negative likelihood ratio of 0.43 in diagnosing SBO.3 Based on these statistics, bedside ultrasound has recently ascended as a viable alternative to abdominal X-ray.
Although there is limited research regarding the accuracy of ultrasound to evaluate SBO, initial study results are encouraging. The previously cited meta-analysis by Taylor et al3 identified six ultrasound studies, two of which were performed in the ED. In one of these two studies, Unlüer et al10 performed a prospective study that enrolled 174 patients in the ED, 90 of whom were subsequently found to have an SBO. In addition, Unlüer et al’s study found that relatively inexperienced emergency medicine (EM) residents were able to use bedside ultrasound in the diagnosis of SBO with a sensitivity of 97.7% and a specificity of 92.7%.
Another ED study by Jang et al15 enrolled 76 patients, 33 of whom were diagnosed with SBO using CT. In this study, the authors found ultrasound to have a 91% sensitivity and 84% specificity for dilated bowel, and a specificity of 98% and sensitivity of 27% for decreased peristalsis.15 Imaging in this study was performed by EM residents, who received only 10 minutes of didactic lecture.
The criteria used in the abovementioned studies varied slightly. The study by Jang et al15 used either fluid-filled dilated bowel >2.5 cm or decreased/absent forward bowel peristalsis, while the study by Unlüer et al10 defined sonographic SBO as two of the three following criteria: greater than 3 dilated loops of either jejunum (>25 mm), or of ileum (>15 mm), increased peristalsis or a collapsed colonic lumen. In cases of higher-grade obstruction, the Tanga sign, fluid seen outside of the dilated loops of bowel, has also been reported (Figure 2).16
Conclusion
There are several distinct advantages to using bedside ultrasound in cases of suspected SBO, including its lack of ionizing radiation, the ability to perform the scan rapidly, and the high accuracy rate in detecting this condition—even in the hands of providers with minimal training. In addition to its cost-effectiveness, ultrasound may be preferred in patients with relative contraindications to CT, such as pregnant patients and patients with contrast allergies. Even in patients in whom there is no contraindication to CT, ultrasound may be used to safely and quickly identify and risk-stratify those who require further imaging versus those who can be safely discharged home—or possibly even finding alternative diagnoses of acute abdominal pain (eg, acute cholecystitis, ureterolithiasis, abdominal aortic aneurysm).
Dr Avila is an attending physician and ultrasound fellow in the department of emergency medicine at the University of Kentucky, Lexington. Dr Smith is the director of emergency ultrasound in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga. Dr Whittle is the director of research in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga.
- Hastings RS, Powers RD. Abdominal pain in the ED: a 35 year retrospective. Am J Emerg Med. 201;29(7):711-716.
- Rocha FG, Theman TA, Matros E, Ledbetter SM, Zinner MJ, Ferzoco SJ. Nonoperative management of patients with a diagnosis of high-grade small bowel obstruction by computed tomography. Arch Surg. 2009;144(11):1000-1004.
- Taylor M, Lalani N. Adult small bowel obstruction. Acad Emerg Med. 2013;20(6):528-544.
- Fevang BT, Fevang J, Stangeland L, Soreide O, Svanes K, Viste A. Complications and death after surgical treatment of small bowel obstruction: a 35-year institutional experience. Ann Surg. 2000;231(4):529-537.
- Cheadle WG, Garr EE, Richardson JD. The importance of early diagnosis of small bowel obstruction. Am Surg. 1988;54(9):565-569.
- Bickell NA, Federman AD, Aufses AH Jr. Influence of time on risk of bowel resection in complete small bowel obstruction. J Am Coll Surg. 2005;201(6):847-854.
- Foster NM, McGory ML, Zingmond DS, Ko CY. Small bowel obstruction: a population-based appraisal. J Am Coll Surg. 2006;203(2):170-176.
- Eskelinen M, Ikonen J, Lipponen P. Contributions of history-taking, physical examination, and computer assistance to diagnosis of acute small-bowel obstruction. Scand J Gastroenterol. 1994;29(8):715-721.
- Böhner H, Yang Q, Franke C, Verreet PR, Ohmann C. Simple data from history and physical examination help to exclude bowel obstruction and to avoid radiographic studies in patients with acute abdominal pain. Eur J Surg. 1998;164(10):777-784.
- Unlüer EE, Yavaşi O, Eroğlu O, Yilmaz C, Akarca FK. Ultrasonography by emergency medicine and radiology residents for the diagnosis of small bowel obstruction. Eur J Emerg Med. 2010;17(5):260-264.
- Pongpornsup S, Tarachat K, Srisajjakul S. Accuracy of 64-slice multi-detector computed tomography in diagnosis of small bowel obstruction. J Med Assoc Thai. 2009;92(12):1651-1661.
- Shakil O, Zafar SN, Zia-ur-Rehman, Saleem S, Khan R, Pal KM. The role of computed tomography for identifying mechanical bowel obstruction in a Pakistani population. J Pak Med Assoc. 2011;61(9):871-874.
- Beall DP, Fortman BJ, Lawler BC, Regan F. Imaging bowel obstruction: a comparison between fast magnetic resonance imaging and helical computed tomography. Clin Radiol. 2002;57(8):719-724.
- Regan F, Beall DP, Bohlman ME, Khazan R, Sufi A, Schaefer DC. Fast MR imaging and the detection of small-bowel obstruction. Am J Roentgenol. 1998;170(6):1465-1469.
- Jang TB, Schindler D, Kaji AH. Bedside ultrasonography for the detection of small bowel obstruction in the emergency department. Emerg Med J. 2011;28(8):676-678.
- Grassi R, Romano S, D’Amario F, et al. The relevance of free fluid between intestinal loops detected by sonography in the clinical assessment of small bowel obstruction in adults. Eur J Radiol. 2004;50(1):5-14.
Case
A 64-year-old man presented to the ED seeking assistance in withdrawing from his prescription of oxycodone, which he had been taking to manage chronic pain due to rheumatoid arthritis. He stated that he had discontinued the oxycodone approximately 4 days prior to presentation and over the past 3 days, had been experiencing abdominal pain, nausea, vomiting, diarrhea, and diaphoresis. He noted that his symptoms were identical to those he had during previous unsuccessful attempts to wean himself from the narcotic medication. He denied any fever, dysuria, penile discharge, or any skin changes. Further evaluation revealed a remote history of a cholecystectomy and an appendectomy.
During the initial examination, the patient appeared uncomfortable but in no acute distress. His vital signs were: heart rate, 110 beats/minute; blood pressure, 107/76 mm Hg, respiratory rate, 22 breaths/minute; and temperature, 99˚F. Oxygen saturation was 97% on room air. The abdominal examination revealed moderate diffuse tenderness, mild distension without guarding or rebound, and some well-healed surgical scars.
In light of the abnormal sonographic findings, a computed tomography (CT) scan with intravenous (IV) contrast was performed, which confirmed the diagnosis of a distal small bowel obstruction (SBO). Surgery services were consulted. As the patient’s current symptoms were believed to be the result of an SBO and not from narcotic withdrawal, surgery services instructed nothing by mouth and elected nonsurgical management. They placed a nasogastric tube and administered fluids and analgesics via IV. The patient was discharged 4 days after presentation to the ED, with complete resolution of his symptoms.
Discussion
Annually in the United States, less than 1% of all patients presenting to EDs are subsequently diagnosed with SBO.1 However, this disease comprises 15% of all surgical hospital admissions, costing upward of $1 billion in annual hospital charges.2 Moreover, patients with SBO suffer from a disproportionately high morbidity (eg, bowel strangulation, necrosis) and mortality than the general population,3-5 and delayed diagnosis is associated with a higher risk of bowel resection. One study by Bickell et al6 showed that only 4% of patients appropriately managed less than 24 hours after symptom onset required resection compared with 10% to 14% of patients managed more than 24 hours after symptom onset.
As most patients diagnosed with SBO are first seen in the ED, emergency physicians (EPs) have a distinctive role in lowering the likelihood of a poor outcome by making this diagnosis early.7 Multiple methods of diagnosing SBO are at the disposal of the clinician, including the history and physical examination, abdominal X-ray, ultrasound, CT, and magnetic resonance imaging (MRI).
The history and physical examination can be rapidly performed at the bedside in patients with suspected SBO. The factors typically associated with SBO include constipation, a previous history of abdominal surgeries, abnormal bowel sounds, and abdominal distension.3 However, these findings are not sufficient to accurately and adequately rule in or rule out disease.3,8,9
Diagnostic Imaging
While patient history and physical examination may be helpful in diagnosing SBO, imaging plays a critical role in the definitive diagnosis. The imaging modality that is the de facto gold standard for diagnosis is the CT scan.10 A meta-analysis by Taylor et al,3 which included 64-slice multidetector CT imaging studies (using both oral and IV contrast), demonstrated sensitivities of 93% to 96% and specificities of 93% to 100% in diagnosing SBO.
In patients in whom CT is contraindicated, MRI can be a useful alternative, with studies showing a similar diagnostic accuracy to 64-slice CT.13,14 Both CT and MRI are highly accurate in diagnosing SBO; however, there are disadvantages to their use. Such disadvantages include the inability to perform these studies at bedside; the length of time to perform these studies; the higher cost compared to other modalities; and, in CT, the adverse side effects of radiation and possible contrast reactions.
Bedside Ultrasound
Abdominal X-ray traditionally has been the initial choice in bedside imaging for SBO; however, a recent meta-analysis found this modality to have a summary sensitivity of 75%, specificity of 66%, positive likelihood ratio of 1.6, and negative likelihood ratio of 0.43 in diagnosing SBO.3 Based on these statistics, bedside ultrasound has recently ascended as a viable alternative to abdominal X-ray.
Although there is limited research regarding the accuracy of ultrasound to evaluate SBO, initial study results are encouraging. The previously cited meta-analysis by Taylor et al3 identified six ultrasound studies, two of which were performed in the ED. In one of these two studies, Unlüer et al10 performed a prospective study that enrolled 174 patients in the ED, 90 of whom were subsequently found to have an SBO. In addition, Unlüer et al’s study found that relatively inexperienced emergency medicine (EM) residents were able to use bedside ultrasound in the diagnosis of SBO with a sensitivity of 97.7% and a specificity of 92.7%.
Another ED study by Jang et al15 enrolled 76 patients, 33 of whom were diagnosed with SBO using CT. In this study, the authors found ultrasound to have a 91% sensitivity and 84% specificity for dilated bowel, and a specificity of 98% and sensitivity of 27% for decreased peristalsis.15 Imaging in this study was performed by EM residents, who received only 10 minutes of didactic lecture.
The criteria used in the abovementioned studies varied slightly. The study by Jang et al15 used either fluid-filled dilated bowel >2.5 cm or decreased/absent forward bowel peristalsis, while the study by Unlüer et al10 defined sonographic SBO as two of the three following criteria: greater than 3 dilated loops of either jejunum (>25 mm), or of ileum (>15 mm), increased peristalsis or a collapsed colonic lumen. In cases of higher-grade obstruction, the Tanga sign, fluid seen outside of the dilated loops of bowel, has also been reported (Figure 2).16
Conclusion
There are several distinct advantages to using bedside ultrasound in cases of suspected SBO, including its lack of ionizing radiation, the ability to perform the scan rapidly, and the high accuracy rate in detecting this condition—even in the hands of providers with minimal training. In addition to its cost-effectiveness, ultrasound may be preferred in patients with relative contraindications to CT, such as pregnant patients and patients with contrast allergies. Even in patients in whom there is no contraindication to CT, ultrasound may be used to safely and quickly identify and risk-stratify those who require further imaging versus those who can be safely discharged home—or possibly even finding alternative diagnoses of acute abdominal pain (eg, acute cholecystitis, ureterolithiasis, abdominal aortic aneurysm).
Dr Avila is an attending physician and ultrasound fellow in the department of emergency medicine at the University of Kentucky, Lexington. Dr Smith is the director of emergency ultrasound in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga. Dr Whittle is the director of research in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga.
Case
A 64-year-old man presented to the ED seeking assistance in withdrawing from his prescription of oxycodone, which he had been taking to manage chronic pain due to rheumatoid arthritis. He stated that he had discontinued the oxycodone approximately 4 days prior to presentation and over the past 3 days, had been experiencing abdominal pain, nausea, vomiting, diarrhea, and diaphoresis. He noted that his symptoms were identical to those he had during previous unsuccessful attempts to wean himself from the narcotic medication. He denied any fever, dysuria, penile discharge, or any skin changes. Further evaluation revealed a remote history of a cholecystectomy and an appendectomy.
During the initial examination, the patient appeared uncomfortable but in no acute distress. His vital signs were: heart rate, 110 beats/minute; blood pressure, 107/76 mm Hg, respiratory rate, 22 breaths/minute; and temperature, 99˚F. Oxygen saturation was 97% on room air. The abdominal examination revealed moderate diffuse tenderness, mild distension without guarding or rebound, and some well-healed surgical scars.
In light of the abnormal sonographic findings, a computed tomography (CT) scan with intravenous (IV) contrast was performed, which confirmed the diagnosis of a distal small bowel obstruction (SBO). Surgery services were consulted. As the patient’s current symptoms were believed to be the result of an SBO and not from narcotic withdrawal, surgery services instructed nothing by mouth and elected nonsurgical management. They placed a nasogastric tube and administered fluids and analgesics via IV. The patient was discharged 4 days after presentation to the ED, with complete resolution of his symptoms.
Discussion
Annually in the United States, less than 1% of all patients presenting to EDs are subsequently diagnosed with SBO.1 However, this disease comprises 15% of all surgical hospital admissions, costing upward of $1 billion in annual hospital charges.2 Moreover, patients with SBO suffer from a disproportionately high morbidity (eg, bowel strangulation, necrosis) and mortality than the general population,3-5 and delayed diagnosis is associated with a higher risk of bowel resection. One study by Bickell et al6 showed that only 4% of patients appropriately managed less than 24 hours after symptom onset required resection compared with 10% to 14% of patients managed more than 24 hours after symptom onset.
As most patients diagnosed with SBO are first seen in the ED, emergency physicians (EPs) have a distinctive role in lowering the likelihood of a poor outcome by making this diagnosis early.7 Multiple methods of diagnosing SBO are at the disposal of the clinician, including the history and physical examination, abdominal X-ray, ultrasound, CT, and magnetic resonance imaging (MRI).
The history and physical examination can be rapidly performed at the bedside in patients with suspected SBO. The factors typically associated with SBO include constipation, a previous history of abdominal surgeries, abnormal bowel sounds, and abdominal distension.3 However, these findings are not sufficient to accurately and adequately rule in or rule out disease.3,8,9
Diagnostic Imaging
While patient history and physical examination may be helpful in diagnosing SBO, imaging plays a critical role in the definitive diagnosis. The imaging modality that is the de facto gold standard for diagnosis is the CT scan.10 A meta-analysis by Taylor et al,3 which included 64-slice multidetector CT imaging studies (using both oral and IV contrast), demonstrated sensitivities of 93% to 96% and specificities of 93% to 100% in diagnosing SBO.
In patients in whom CT is contraindicated, MRI can be a useful alternative, with studies showing a similar diagnostic accuracy to 64-slice CT.13,14 Both CT and MRI are highly accurate in diagnosing SBO; however, there are disadvantages to their use. Such disadvantages include the inability to perform these studies at bedside; the length of time to perform these studies; the higher cost compared to other modalities; and, in CT, the adverse side effects of radiation and possible contrast reactions.
Bedside Ultrasound
Abdominal X-ray traditionally has been the initial choice in bedside imaging for SBO; however, a recent meta-analysis found this modality to have a summary sensitivity of 75%, specificity of 66%, positive likelihood ratio of 1.6, and negative likelihood ratio of 0.43 in diagnosing SBO.3 Based on these statistics, bedside ultrasound has recently ascended as a viable alternative to abdominal X-ray.
Although there is limited research regarding the accuracy of ultrasound to evaluate SBO, initial study results are encouraging. The previously cited meta-analysis by Taylor et al3 identified six ultrasound studies, two of which were performed in the ED. In one of these two studies, Unlüer et al10 performed a prospective study that enrolled 174 patients in the ED, 90 of whom were subsequently found to have an SBO. In addition, Unlüer et al’s study found that relatively inexperienced emergency medicine (EM) residents were able to use bedside ultrasound in the diagnosis of SBO with a sensitivity of 97.7% and a specificity of 92.7%.
Another ED study by Jang et al15 enrolled 76 patients, 33 of whom were diagnosed with SBO using CT. In this study, the authors found ultrasound to have a 91% sensitivity and 84% specificity for dilated bowel, and a specificity of 98% and sensitivity of 27% for decreased peristalsis.15 Imaging in this study was performed by EM residents, who received only 10 minutes of didactic lecture.
The criteria used in the abovementioned studies varied slightly. The study by Jang et al15 used either fluid-filled dilated bowel >2.5 cm or decreased/absent forward bowel peristalsis, while the study by Unlüer et al10 defined sonographic SBO as two of the three following criteria: greater than 3 dilated loops of either jejunum (>25 mm), or of ileum (>15 mm), increased peristalsis or a collapsed colonic lumen. In cases of higher-grade obstruction, the Tanga sign, fluid seen outside of the dilated loops of bowel, has also been reported (Figure 2).16
Conclusion
There are several distinct advantages to using bedside ultrasound in cases of suspected SBO, including its lack of ionizing radiation, the ability to perform the scan rapidly, and the high accuracy rate in detecting this condition—even in the hands of providers with minimal training. In addition to its cost-effectiveness, ultrasound may be preferred in patients with relative contraindications to CT, such as pregnant patients and patients with contrast allergies. Even in patients in whom there is no contraindication to CT, ultrasound may be used to safely and quickly identify and risk-stratify those who require further imaging versus those who can be safely discharged home—or possibly even finding alternative diagnoses of acute abdominal pain (eg, acute cholecystitis, ureterolithiasis, abdominal aortic aneurysm).
Dr Avila is an attending physician and ultrasound fellow in the department of emergency medicine at the University of Kentucky, Lexington. Dr Smith is the director of emergency ultrasound in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga. Dr Whittle is the director of research in the department of emergency medicine at the University of Tennessee College of Medicine Chattanooga.
- Hastings RS, Powers RD. Abdominal pain in the ED: a 35 year retrospective. Am J Emerg Med. 201;29(7):711-716.
- Rocha FG, Theman TA, Matros E, Ledbetter SM, Zinner MJ, Ferzoco SJ. Nonoperative management of patients with a diagnosis of high-grade small bowel obstruction by computed tomography. Arch Surg. 2009;144(11):1000-1004.
- Taylor M, Lalani N. Adult small bowel obstruction. Acad Emerg Med. 2013;20(6):528-544.
- Fevang BT, Fevang J, Stangeland L, Soreide O, Svanes K, Viste A. Complications and death after surgical treatment of small bowel obstruction: a 35-year institutional experience. Ann Surg. 2000;231(4):529-537.
- Cheadle WG, Garr EE, Richardson JD. The importance of early diagnosis of small bowel obstruction. Am Surg. 1988;54(9):565-569.
- Bickell NA, Federman AD, Aufses AH Jr. Influence of time on risk of bowel resection in complete small bowel obstruction. J Am Coll Surg. 2005;201(6):847-854.
- Foster NM, McGory ML, Zingmond DS, Ko CY. Small bowel obstruction: a population-based appraisal. J Am Coll Surg. 2006;203(2):170-176.
- Eskelinen M, Ikonen J, Lipponen P. Contributions of history-taking, physical examination, and computer assistance to diagnosis of acute small-bowel obstruction. Scand J Gastroenterol. 1994;29(8):715-721.
- Böhner H, Yang Q, Franke C, Verreet PR, Ohmann C. Simple data from history and physical examination help to exclude bowel obstruction and to avoid radiographic studies in patients with acute abdominal pain. Eur J Surg. 1998;164(10):777-784.
- Unlüer EE, Yavaşi O, Eroğlu O, Yilmaz C, Akarca FK. Ultrasonography by emergency medicine and radiology residents for the diagnosis of small bowel obstruction. Eur J Emerg Med. 2010;17(5):260-264.
- Pongpornsup S, Tarachat K, Srisajjakul S. Accuracy of 64-slice multi-detector computed tomography in diagnosis of small bowel obstruction. J Med Assoc Thai. 2009;92(12):1651-1661.
- Shakil O, Zafar SN, Zia-ur-Rehman, Saleem S, Khan R, Pal KM. The role of computed tomography for identifying mechanical bowel obstruction in a Pakistani population. J Pak Med Assoc. 2011;61(9):871-874.
- Beall DP, Fortman BJ, Lawler BC, Regan F. Imaging bowel obstruction: a comparison between fast magnetic resonance imaging and helical computed tomography. Clin Radiol. 2002;57(8):719-724.
- Regan F, Beall DP, Bohlman ME, Khazan R, Sufi A, Schaefer DC. Fast MR imaging and the detection of small-bowel obstruction. Am J Roentgenol. 1998;170(6):1465-1469.
- Jang TB, Schindler D, Kaji AH. Bedside ultrasonography for the detection of small bowel obstruction in the emergency department. Emerg Med J. 2011;28(8):676-678.
- Grassi R, Romano S, D’Amario F, et al. The relevance of free fluid between intestinal loops detected by sonography in the clinical assessment of small bowel obstruction in adults. Eur J Radiol. 2004;50(1):5-14.
- Hastings RS, Powers RD. Abdominal pain in the ED: a 35 year retrospective. Am J Emerg Med. 201;29(7):711-716.
- Rocha FG, Theman TA, Matros E, Ledbetter SM, Zinner MJ, Ferzoco SJ. Nonoperative management of patients with a diagnosis of high-grade small bowel obstruction by computed tomography. Arch Surg. 2009;144(11):1000-1004.
- Taylor M, Lalani N. Adult small bowel obstruction. Acad Emerg Med. 2013;20(6):528-544.
- Fevang BT, Fevang J, Stangeland L, Soreide O, Svanes K, Viste A. Complications and death after surgical treatment of small bowel obstruction: a 35-year institutional experience. Ann Surg. 2000;231(4):529-537.
- Cheadle WG, Garr EE, Richardson JD. The importance of early diagnosis of small bowel obstruction. Am Surg. 1988;54(9):565-569.
- Bickell NA, Federman AD, Aufses AH Jr. Influence of time on risk of bowel resection in complete small bowel obstruction. J Am Coll Surg. 2005;201(6):847-854.
- Foster NM, McGory ML, Zingmond DS, Ko CY. Small bowel obstruction: a population-based appraisal. J Am Coll Surg. 2006;203(2):170-176.
- Eskelinen M, Ikonen J, Lipponen P. Contributions of history-taking, physical examination, and computer assistance to diagnosis of acute small-bowel obstruction. Scand J Gastroenterol. 1994;29(8):715-721.
- Böhner H, Yang Q, Franke C, Verreet PR, Ohmann C. Simple data from history and physical examination help to exclude bowel obstruction and to avoid radiographic studies in patients with acute abdominal pain. Eur J Surg. 1998;164(10):777-784.
- Unlüer EE, Yavaşi O, Eroğlu O, Yilmaz C, Akarca FK. Ultrasonography by emergency medicine and radiology residents for the diagnosis of small bowel obstruction. Eur J Emerg Med. 2010;17(5):260-264.
- Pongpornsup S, Tarachat K, Srisajjakul S. Accuracy of 64-slice multi-detector computed tomography in diagnosis of small bowel obstruction. J Med Assoc Thai. 2009;92(12):1651-1661.
- Shakil O, Zafar SN, Zia-ur-Rehman, Saleem S, Khan R, Pal KM. The role of computed tomography for identifying mechanical bowel obstruction in a Pakistani population. J Pak Med Assoc. 2011;61(9):871-874.
- Beall DP, Fortman BJ, Lawler BC, Regan F. Imaging bowel obstruction: a comparison between fast magnetic resonance imaging and helical computed tomography. Clin Radiol. 2002;57(8):719-724.
- Regan F, Beall DP, Bohlman ME, Khazan R, Sufi A, Schaefer DC. Fast MR imaging and the detection of small-bowel obstruction. Am J Roentgenol. 1998;170(6):1465-1469.
- Jang TB, Schindler D, Kaji AH. Bedside ultrasonography for the detection of small bowel obstruction in the emergency department. Emerg Med J. 2011;28(8):676-678.
- Grassi R, Romano S, D’Amario F, et al. The relevance of free fluid between intestinal loops detected by sonography in the clinical assessment of small bowel obstruction in adults. Eur J Radiol. 2004;50(1):5-14.
Is Skin Tenting Secondary to Displaced Clavicle Fracture More Than a Theoretical Risk? A Report of 2 Adolescent Cases
Fractures of the clavicle, which account for 2.6% of all fractures, are displaced in 70% of cases and are mid-diaphyseal in 80% of cases.1-3 Historically, both displaced and nondisplaced fractures were treated nonoperatively with excellent outcomes reported in the majority of patients.1-3 Traditionally, the indications for surgical fixation of a clavicular fracture include open fractures, which occur infrequently, accounting for only 3.2% of clavicle fractures.4 Other indications include floating shoulder girdle or scapulothoracic dissociation, neurovascular injury, and skin “tenting” by the fracture fragments.3,5 Recently, both meta-analyses and randomized clinical trials have reported reduced malunion rates and improved patient outcomes with open reduction and internal fixation (ORIF).6-9 Consequently, operative fixation could be considered in patients with 100% displacement or greater than 1.5 cm shortening.6-9 Open reduction and internal fixation of the clavicle has been demonstrated to have excellent outcomes in pediatric populations as well.10
The clavicle is subcutaneous for much of its length and, thus, displaced clavicular fractures often result in a visible deformity with a stretch of the soft-tissue envelope over the fracture. While this has been suggested as an operative indication, several recent sources indicate that this concern may only be theoretical. According to the fourth edition of Skeletal Trauma, “It is often stated that open reduction and internal fixation should be considered if the skin is threatened by pressure from a prominent clavicle fracture fragment; however, it is extremely rare of the skin to be perforated from within.”5 The most recent Journal of Bone and Joint Surgery Current Concepts Review on the subject stated that “open fractures or soft-tissue tenting sufficient to produce skin necrosis is uncommon.”3 To the best of our knowledge, there is no reported case of a displaced midshaft clavicle fracture with secondary skin necrosis and conversion into an open fracture, validating the conclusion that this complication may be only theoretical. Given that surgical fixation carries a risk of complications including wound complications, infection, nonunion, malunion, and damage to the nearby neurovascular structures and pleural apices,11 some surgeons may be uncertain how to proceed in cases at risk for disturbance of the soft tissues.
We report 2 adolescent cases of displaced, comminuted clavicle fractures in which the skin was initially intact. Both were managed nonoperatively and both secondarily presented with open lesions at the fracture site requiring urgent irrigation and débridement (I&D) and ORIF. The patients and their guardians provided written informed consent for print and electronic publication of these case reports.
Case Reports
Case 1
A 15-year-old boy with no significant medical or surgical history flipped over the handlebars of his bicycle the day prior to presentation and sustained a clavicle fracture on his left nondominant upper extremity. This was an isolated injury. On examination, his skin was intact with an area of tender mild osseous protuberance at the midclavicle with associated surrounding edema. He was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 20% shortening with a vertically angulated piece of comminution (Figure 1A). After a discussion of the treatment options with the family, the decision was made to pursue nonoperative treatment with sling immobilization as needed and restriction from gym and sports.
Two and a half weeks later, the patient presented at follow-up with significant reduction but persistence of his pain and a new complaint of drainage from the area of the fracture. On examination, he was found to have a puncture wound of the skin with exposed clavicle protruding through the wound with a 1-cm circumferential area of erythema without purulence present or expressible. The patient denied reinjury and endorsed compliance with sling immobilization. He was taken for urgent I&D and ORIF. After excision of the eschar surrounding the open lesion and full I&D of the soft tissues, the protruding spike was partially excised and the fracture site was débrided. The fracture was reduced and fixated with a lag screw and neutralization plate technique using an anatomically contoured locking clavicle plate (Synthes). Vancomycin powder was sprinkled into the wound at the completion of the procedure to reduce the chance of infection.12
Postoperatively, the patient was prescribed oral clindamycin but was subsequently switched to oral cephalexin because of mild signs of an allergic reaction, for a total course of antibiotics of 1 week. The patient was immobilized in a sling for comfort for the first 9 weeks postoperatively until radiographic union occurred. The patient’s wound healed uneventfully and with acceptable cosmesis. He was released to full activities at 10 weeks postoperatively. At final follow-up 6 months after surgery, the patient had returned to all of his regular activities without pain, and with full range of motion and no demonstrable deficits with radiographic union (Figure 1B).
Case 2
An 11-year-old boy with no significant medical or surgical history fell onto his right dominant upper extremity while doing a jump on his dirt bike 1 week prior to presentation, sustaining a clavicle fracture. This was an isolated injury. He was seen and evaluated by an outside orthopedist who noted that the soft-tissue envelope was intact and the patient was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 15% shortening and with a vertically angulated piece of comminution (Figure 1C). Nonoperative treatment with a figure-of-8 brace was recommended. The patient’s discomfort completely resolved.
One week later, when he presented to the outside orthopedist for follow-up, the development of a wound overlying the fracture site was noted, and the patient was started on oral trimethoprim/sulfamethoxazole and referred to our office for treatment (Figure 1D). The patient denied reinjury and endorsed compliance with brace immobilization. On examination, the patient was afebrile and was noted to have a puncture wound at the fracture site with a protruding spike of bone and surrounding erythema but without present or expressible discharge (Figure 2). The patient was taken urgently for I&D and ORIF, using a similar technique to case 1, except that no lag screw was employed.
Postoperatively, the patient did well with no complications; he was prescribed oral cephalexin for 1 week. The patient was immobilized in a sling for the first 5 weeks after surgery until radiographic union had occurred, after which the sling was discontinued. The patient’s wound healed uneventfully and with acceptable cosmesis. The patient was released from activity restrictions at 6 weeks postoperatively. At final follow-up 5 weeks after surgery, the patient had full painless range of motion, no tenderness at the fracture site, no signs of infection on examination, and radiographic union (Figure 1D).
Discussion
Optimal treatment of displaced clavicle fractures is controversial. While nonoperative treatment has been recommended,1-3 especially in skeletally immature populations with a capacity for remodeling,7-9 2 recent randomized clinical trials have demonstrated improved patient outcomes with ORIF.6,8,9 Traditionally, ORIF was recommended with tenting of the skin because of concern for an impending open fracture. However, recent review materials have implied that this complication may only be theoretical.3,5 Indeed, in 2 randomized trials, sufficient displacement to cause concern for impending violation of the skin envelope was not listed as an exclusion criteria.8,9 We report 2 cases of displaced comminuted clavicle fractures that were initially managed nonoperatively but developed open lesions at the fracture site. This complication, while rare, is possible, and surgeons must consider it as a possibility when assessing patients with displaced clavicle fractures. To the best of the authors’ knowledge, no guidelines exist to direct antibiotic choice and duration in secondarily open fractures.
These 2 cases have several features in common that may serve as risk factors for impending violation of the skin envelope. Both fractures had a vertically angulated segmental piece of comminution with a sharp spike. This feature has been identified as a potential risk factor for subsequent development of an open fracture in a case report of fragment excision without reduction or fixation to allow rapid return to play in a professional jockey.13 Both patients in these cases presented with high-velocity mechanisms of injury and significant displacement, both of which may serve as risk factors. In the only similar case the authors could identify, Strauss and colleagues14 described a distal clavicle fracture with significant displacement and with secondary ulceration of the skin complicated by infection presenting with purulent discharge, cultured positive for methicillin-sensitive Staphylococcus aureus, requiring management with an external fixator and 6 weeks of intravenous antibiotics. Because both cases presented here occurred in healthy adolescent patients who were taken urgently for I&D and ORIF as soon as the wound was discovered, deep infection was avoided in these cases. Finally, in 1 case, a figure-of-8 brace was employed, which may also have placed pressure on the skin overlying the fracture and may have predisposed this patient to this complication.
Conclusion
In displaced midshaft clavicle fractures, tenting of the skin sufficient to cause subsequent violation of the soft-tissue envelope is possible and is more than a theoretical risk. At-risk patients, ie, those with a vertically angulated sharp fragment of comminution, should be counseled appropriately and observed closely or considered for primary ORIF.
1. Neer CS 2nd. Nonunion of the clavicle. J Am Med Assoc. 1960;172:1006-1011.
2. Robinson CM. Fractures of the clavicle in the adult. Epidemiology and classification. J Bone Joint Surg Br. 1998;80(3):476-484.
3. Khan LA, Bradnock TJ, Scott C, Robinson CM. Fractures of the clavicle. J Bone Joint Surg Am. 2009;91(2):447-460.
4. Gottschalk HP, Dumont G, Khanani S, Browne RH, Starr AJ. Open clavicle fractures: patterns of trauma and associated injuries. J Orthop Trauma. 2012;26(2):107-109.
5. Ring D, Jupiter JB. Injuries to the shoulder girdle. In: Browner BD, Jupiter JB, eds. Skeletal Trauma. 4th ed. New York, NY: Elsevier; 2009:1755–1778.
6. McKee RC, Whelan DB, Schemitsch EH, McKee MD. Operative versus nonoperative care of displaced midshaft clavicular fractures: a meta-analysis of randomized clinical trials. J Bone Joint Surg Am. 2012;94(8):675-684.
7. Zlowodzki M, Zelle BA, Cole PA, Jeray K, McKee MD; Evidence-Based Orthopaedic Trauma Working Group. Treatment of acute midshaft clavicle fractures: systematic review of 2144 fractures: on behalf of the Evidence-Based Orthopaedic Trauma Working Group. J Orthop Trauma. 2005;19(7):504-507.
8. Robinson CM, Goudie EB, Murray IR, et al. Open reduction and plate fixation versus nonoperative treatment for displaced midshaft clavicular fractures: a multicenter, randomized, controlled trial. J Bone Joint Surg Am. 2013;95(17):1576-1584.
9. Canadian Orthopaedic Trauma Society. Nonoperative treatment compared with plate fixation of displaced midshaft clavicular fractures. A multicenter, randomized clinical trial. J Bone Joint Surg Am. 2007;89(1):1-10.
10. Mehlman CT, Yihua G, Bochang C, Zhigang W. Operative treatment of completely displaced clavicle shaft fractures in children. J Pediatr Orthop. 2009;29(8):851-855.
11. Gross CE, Chalmers PN, Ellman M, Fernandez JJ, Verma NN. Acute brachial plexopathy after clavicular open reduction and internal fixation. J Shoulder Elbow Surg. 2013;22(5):e6-e9.
12. Pahys JM, Pahys JR, Cho SK, et al. Methods to decrease postoperative infections following posterior cervical spine surgery. J Bone Joint Surg Am. 2013;95(6):549-554.
13. Mandalia V, Shivshanker V, Foy MA. Excision of a bony spike without fixation of the fractured clavicle in a jockey. Clin Orthop Relat Res. 2003;(409):275-277.
14. Strauss EJ, Kaplan KM, Paksima N, Bosco JA. Treatment of an open infected type IIB distal clavicle fracture: case report and review of the literature. Bull NYU Hosp Jt Dis. 2008;66(2):129-133.
Fractures of the clavicle, which account for 2.6% of all fractures, are displaced in 70% of cases and are mid-diaphyseal in 80% of cases.1-3 Historically, both displaced and nondisplaced fractures were treated nonoperatively with excellent outcomes reported in the majority of patients.1-3 Traditionally, the indications for surgical fixation of a clavicular fracture include open fractures, which occur infrequently, accounting for only 3.2% of clavicle fractures.4 Other indications include floating shoulder girdle or scapulothoracic dissociation, neurovascular injury, and skin “tenting” by the fracture fragments.3,5 Recently, both meta-analyses and randomized clinical trials have reported reduced malunion rates and improved patient outcomes with open reduction and internal fixation (ORIF).6-9 Consequently, operative fixation could be considered in patients with 100% displacement or greater than 1.5 cm shortening.6-9 Open reduction and internal fixation of the clavicle has been demonstrated to have excellent outcomes in pediatric populations as well.10
The clavicle is subcutaneous for much of its length and, thus, displaced clavicular fractures often result in a visible deformity with a stretch of the soft-tissue envelope over the fracture. While this has been suggested as an operative indication, several recent sources indicate that this concern may only be theoretical. According to the fourth edition of Skeletal Trauma, “It is often stated that open reduction and internal fixation should be considered if the skin is threatened by pressure from a prominent clavicle fracture fragment; however, it is extremely rare of the skin to be perforated from within.”5 The most recent Journal of Bone and Joint Surgery Current Concepts Review on the subject stated that “open fractures or soft-tissue tenting sufficient to produce skin necrosis is uncommon.”3 To the best of our knowledge, there is no reported case of a displaced midshaft clavicle fracture with secondary skin necrosis and conversion into an open fracture, validating the conclusion that this complication may be only theoretical. Given that surgical fixation carries a risk of complications including wound complications, infection, nonunion, malunion, and damage to the nearby neurovascular structures and pleural apices,11 some surgeons may be uncertain how to proceed in cases at risk for disturbance of the soft tissues.
We report 2 adolescent cases of displaced, comminuted clavicle fractures in which the skin was initially intact. Both were managed nonoperatively and both secondarily presented with open lesions at the fracture site requiring urgent irrigation and débridement (I&D) and ORIF. The patients and their guardians provided written informed consent for print and electronic publication of these case reports.
Case Reports
Case 1
A 15-year-old boy with no significant medical or surgical history flipped over the handlebars of his bicycle the day prior to presentation and sustained a clavicle fracture on his left nondominant upper extremity. This was an isolated injury. On examination, his skin was intact with an area of tender mild osseous protuberance at the midclavicle with associated surrounding edema. He was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 20% shortening with a vertically angulated piece of comminution (Figure 1A). After a discussion of the treatment options with the family, the decision was made to pursue nonoperative treatment with sling immobilization as needed and restriction from gym and sports.
Two and a half weeks later, the patient presented at follow-up with significant reduction but persistence of his pain and a new complaint of drainage from the area of the fracture. On examination, he was found to have a puncture wound of the skin with exposed clavicle protruding through the wound with a 1-cm circumferential area of erythema without purulence present or expressible. The patient denied reinjury and endorsed compliance with sling immobilization. He was taken for urgent I&D and ORIF. After excision of the eschar surrounding the open lesion and full I&D of the soft tissues, the protruding spike was partially excised and the fracture site was débrided. The fracture was reduced and fixated with a lag screw and neutralization plate technique using an anatomically contoured locking clavicle plate (Synthes). Vancomycin powder was sprinkled into the wound at the completion of the procedure to reduce the chance of infection.12
Postoperatively, the patient was prescribed oral clindamycin but was subsequently switched to oral cephalexin because of mild signs of an allergic reaction, for a total course of antibiotics of 1 week. The patient was immobilized in a sling for comfort for the first 9 weeks postoperatively until radiographic union occurred. The patient’s wound healed uneventfully and with acceptable cosmesis. He was released to full activities at 10 weeks postoperatively. At final follow-up 6 months after surgery, the patient had returned to all of his regular activities without pain, and with full range of motion and no demonstrable deficits with radiographic union (Figure 1B).
Case 2
An 11-year-old boy with no significant medical or surgical history fell onto his right dominant upper extremity while doing a jump on his dirt bike 1 week prior to presentation, sustaining a clavicle fracture. This was an isolated injury. He was seen and evaluated by an outside orthopedist who noted that the soft-tissue envelope was intact and the patient was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 15% shortening and with a vertically angulated piece of comminution (Figure 1C). Nonoperative treatment with a figure-of-8 brace was recommended. The patient’s discomfort completely resolved.
One week later, when he presented to the outside orthopedist for follow-up, the development of a wound overlying the fracture site was noted, and the patient was started on oral trimethoprim/sulfamethoxazole and referred to our office for treatment (Figure 1D). The patient denied reinjury and endorsed compliance with brace immobilization. On examination, the patient was afebrile and was noted to have a puncture wound at the fracture site with a protruding spike of bone and surrounding erythema but without present or expressible discharge (Figure 2). The patient was taken urgently for I&D and ORIF, using a similar technique to case 1, except that no lag screw was employed.
Postoperatively, the patient did well with no complications; he was prescribed oral cephalexin for 1 week. The patient was immobilized in a sling for the first 5 weeks after surgery until radiographic union had occurred, after which the sling was discontinued. The patient’s wound healed uneventfully and with acceptable cosmesis. The patient was released from activity restrictions at 6 weeks postoperatively. At final follow-up 5 weeks after surgery, the patient had full painless range of motion, no tenderness at the fracture site, no signs of infection on examination, and radiographic union (Figure 1D).
Discussion
Optimal treatment of displaced clavicle fractures is controversial. While nonoperative treatment has been recommended,1-3 especially in skeletally immature populations with a capacity for remodeling,7-9 2 recent randomized clinical trials have demonstrated improved patient outcomes with ORIF.6,8,9 Traditionally, ORIF was recommended with tenting of the skin because of concern for an impending open fracture. However, recent review materials have implied that this complication may only be theoretical.3,5 Indeed, in 2 randomized trials, sufficient displacement to cause concern for impending violation of the skin envelope was not listed as an exclusion criteria.8,9 We report 2 cases of displaced comminuted clavicle fractures that were initially managed nonoperatively but developed open lesions at the fracture site. This complication, while rare, is possible, and surgeons must consider it as a possibility when assessing patients with displaced clavicle fractures. To the best of the authors’ knowledge, no guidelines exist to direct antibiotic choice and duration in secondarily open fractures.
These 2 cases have several features in common that may serve as risk factors for impending violation of the skin envelope. Both fractures had a vertically angulated segmental piece of comminution with a sharp spike. This feature has been identified as a potential risk factor for subsequent development of an open fracture in a case report of fragment excision without reduction or fixation to allow rapid return to play in a professional jockey.13 Both patients in these cases presented with high-velocity mechanisms of injury and significant displacement, both of which may serve as risk factors. In the only similar case the authors could identify, Strauss and colleagues14 described a distal clavicle fracture with significant displacement and with secondary ulceration of the skin complicated by infection presenting with purulent discharge, cultured positive for methicillin-sensitive Staphylococcus aureus, requiring management with an external fixator and 6 weeks of intravenous antibiotics. Because both cases presented here occurred in healthy adolescent patients who were taken urgently for I&D and ORIF as soon as the wound was discovered, deep infection was avoided in these cases. Finally, in 1 case, a figure-of-8 brace was employed, which may also have placed pressure on the skin overlying the fracture and may have predisposed this patient to this complication.
Conclusion
In displaced midshaft clavicle fractures, tenting of the skin sufficient to cause subsequent violation of the soft-tissue envelope is possible and is more than a theoretical risk. At-risk patients, ie, those with a vertically angulated sharp fragment of comminution, should be counseled appropriately and observed closely or considered for primary ORIF.
Fractures of the clavicle, which account for 2.6% of all fractures, are displaced in 70% of cases and are mid-diaphyseal in 80% of cases.1-3 Historically, both displaced and nondisplaced fractures were treated nonoperatively with excellent outcomes reported in the majority of patients.1-3 Traditionally, the indications for surgical fixation of a clavicular fracture include open fractures, which occur infrequently, accounting for only 3.2% of clavicle fractures.4 Other indications include floating shoulder girdle or scapulothoracic dissociation, neurovascular injury, and skin “tenting” by the fracture fragments.3,5 Recently, both meta-analyses and randomized clinical trials have reported reduced malunion rates and improved patient outcomes with open reduction and internal fixation (ORIF).6-9 Consequently, operative fixation could be considered in patients with 100% displacement or greater than 1.5 cm shortening.6-9 Open reduction and internal fixation of the clavicle has been demonstrated to have excellent outcomes in pediatric populations as well.10
The clavicle is subcutaneous for much of its length and, thus, displaced clavicular fractures often result in a visible deformity with a stretch of the soft-tissue envelope over the fracture. While this has been suggested as an operative indication, several recent sources indicate that this concern may only be theoretical. According to the fourth edition of Skeletal Trauma, “It is often stated that open reduction and internal fixation should be considered if the skin is threatened by pressure from a prominent clavicle fracture fragment; however, it is extremely rare of the skin to be perforated from within.”5 The most recent Journal of Bone and Joint Surgery Current Concepts Review on the subject stated that “open fractures or soft-tissue tenting sufficient to produce skin necrosis is uncommon.”3 To the best of our knowledge, there is no reported case of a displaced midshaft clavicle fracture with secondary skin necrosis and conversion into an open fracture, validating the conclusion that this complication may be only theoretical. Given that surgical fixation carries a risk of complications including wound complications, infection, nonunion, malunion, and damage to the nearby neurovascular structures and pleural apices,11 some surgeons may be uncertain how to proceed in cases at risk for disturbance of the soft tissues.
We report 2 adolescent cases of displaced, comminuted clavicle fractures in which the skin was initially intact. Both were managed nonoperatively and both secondarily presented with open lesions at the fracture site requiring urgent irrigation and débridement (I&D) and ORIF. The patients and their guardians provided written informed consent for print and electronic publication of these case reports.
Case Reports
Case 1
A 15-year-old boy with no significant medical or surgical history flipped over the handlebars of his bicycle the day prior to presentation and sustained a clavicle fracture on his left nondominant upper extremity. This was an isolated injury. On examination, his skin was intact with an area of tender mild osseous protuberance at the midclavicle with associated surrounding edema. He was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 20% shortening with a vertically angulated piece of comminution (Figure 1A). After a discussion of the treatment options with the family, the decision was made to pursue nonoperative treatment with sling immobilization as needed and restriction from gym and sports.
Two and a half weeks later, the patient presented at follow-up with significant reduction but persistence of his pain and a new complaint of drainage from the area of the fracture. On examination, he was found to have a puncture wound of the skin with exposed clavicle protruding through the wound with a 1-cm circumferential area of erythema without purulence present or expressible. The patient denied reinjury and endorsed compliance with sling immobilization. He was taken for urgent I&D and ORIF. After excision of the eschar surrounding the open lesion and full I&D of the soft tissues, the protruding spike was partially excised and the fracture site was débrided. The fracture was reduced and fixated with a lag screw and neutralization plate technique using an anatomically contoured locking clavicle plate (Synthes). Vancomycin powder was sprinkled into the wound at the completion of the procedure to reduce the chance of infection.12
Postoperatively, the patient was prescribed oral clindamycin but was subsequently switched to oral cephalexin because of mild signs of an allergic reaction, for a total course of antibiotics of 1 week. The patient was immobilized in a sling for comfort for the first 9 weeks postoperatively until radiographic union occurred. The patient’s wound healed uneventfully and with acceptable cosmesis. He was released to full activities at 10 weeks postoperatively. At final follow-up 6 months after surgery, the patient had returned to all of his regular activities without pain, and with full range of motion and no demonstrable deficits with radiographic union (Figure 1B).
Case 2
An 11-year-old boy with no significant medical or surgical history fell onto his right dominant upper extremity while doing a jump on his dirt bike 1 week prior to presentation, sustaining a clavicle fracture. This was an isolated injury. He was seen and evaluated by an outside orthopedist who noted that the soft-tissue envelope was intact and the patient was neurovascularly intact. Radiographs showed a displaced fracture of the midshaft of the clavicle with 15% shortening and with a vertically angulated piece of comminution (Figure 1C). Nonoperative treatment with a figure-of-8 brace was recommended. The patient’s discomfort completely resolved.
One week later, when he presented to the outside orthopedist for follow-up, the development of a wound overlying the fracture site was noted, and the patient was started on oral trimethoprim/sulfamethoxazole and referred to our office for treatment (Figure 1D). The patient denied reinjury and endorsed compliance with brace immobilization. On examination, the patient was afebrile and was noted to have a puncture wound at the fracture site with a protruding spike of bone and surrounding erythema but without present or expressible discharge (Figure 2). The patient was taken urgently for I&D and ORIF, using a similar technique to case 1, except that no lag screw was employed.
Postoperatively, the patient did well with no complications; he was prescribed oral cephalexin for 1 week. The patient was immobilized in a sling for the first 5 weeks after surgery until radiographic union had occurred, after which the sling was discontinued. The patient’s wound healed uneventfully and with acceptable cosmesis. The patient was released from activity restrictions at 6 weeks postoperatively. At final follow-up 5 weeks after surgery, the patient had full painless range of motion, no tenderness at the fracture site, no signs of infection on examination, and radiographic union (Figure 1D).
Discussion
Optimal treatment of displaced clavicle fractures is controversial. While nonoperative treatment has been recommended,1-3 especially in skeletally immature populations with a capacity for remodeling,7-9 2 recent randomized clinical trials have demonstrated improved patient outcomes with ORIF.6,8,9 Traditionally, ORIF was recommended with tenting of the skin because of concern for an impending open fracture. However, recent review materials have implied that this complication may only be theoretical.3,5 Indeed, in 2 randomized trials, sufficient displacement to cause concern for impending violation of the skin envelope was not listed as an exclusion criteria.8,9 We report 2 cases of displaced comminuted clavicle fractures that were initially managed nonoperatively but developed open lesions at the fracture site. This complication, while rare, is possible, and surgeons must consider it as a possibility when assessing patients with displaced clavicle fractures. To the best of the authors’ knowledge, no guidelines exist to direct antibiotic choice and duration in secondarily open fractures.
These 2 cases have several features in common that may serve as risk factors for impending violation of the skin envelope. Both fractures had a vertically angulated segmental piece of comminution with a sharp spike. This feature has been identified as a potential risk factor for subsequent development of an open fracture in a case report of fragment excision without reduction or fixation to allow rapid return to play in a professional jockey.13 Both patients in these cases presented with high-velocity mechanisms of injury and significant displacement, both of which may serve as risk factors. In the only similar case the authors could identify, Strauss and colleagues14 described a distal clavicle fracture with significant displacement and with secondary ulceration of the skin complicated by infection presenting with purulent discharge, cultured positive for methicillin-sensitive Staphylococcus aureus, requiring management with an external fixator and 6 weeks of intravenous antibiotics. Because both cases presented here occurred in healthy adolescent patients who were taken urgently for I&D and ORIF as soon as the wound was discovered, deep infection was avoided in these cases. Finally, in 1 case, a figure-of-8 brace was employed, which may also have placed pressure on the skin overlying the fracture and may have predisposed this patient to this complication.
Conclusion
In displaced midshaft clavicle fractures, tenting of the skin sufficient to cause subsequent violation of the soft-tissue envelope is possible and is more than a theoretical risk. At-risk patients, ie, those with a vertically angulated sharp fragment of comminution, should be counseled appropriately and observed closely or considered for primary ORIF.
1. Neer CS 2nd. Nonunion of the clavicle. J Am Med Assoc. 1960;172:1006-1011.
2. Robinson CM. Fractures of the clavicle in the adult. Epidemiology and classification. J Bone Joint Surg Br. 1998;80(3):476-484.
3. Khan LA, Bradnock TJ, Scott C, Robinson CM. Fractures of the clavicle. J Bone Joint Surg Am. 2009;91(2):447-460.
4. Gottschalk HP, Dumont G, Khanani S, Browne RH, Starr AJ. Open clavicle fractures: patterns of trauma and associated injuries. J Orthop Trauma. 2012;26(2):107-109.
5. Ring D, Jupiter JB. Injuries to the shoulder girdle. In: Browner BD, Jupiter JB, eds. Skeletal Trauma. 4th ed. New York, NY: Elsevier; 2009:1755–1778.
6. McKee RC, Whelan DB, Schemitsch EH, McKee MD. Operative versus nonoperative care of displaced midshaft clavicular fractures: a meta-analysis of randomized clinical trials. J Bone Joint Surg Am. 2012;94(8):675-684.
7. Zlowodzki M, Zelle BA, Cole PA, Jeray K, McKee MD; Evidence-Based Orthopaedic Trauma Working Group. Treatment of acute midshaft clavicle fractures: systematic review of 2144 fractures: on behalf of the Evidence-Based Orthopaedic Trauma Working Group. J Orthop Trauma. 2005;19(7):504-507.
8. Robinson CM, Goudie EB, Murray IR, et al. Open reduction and plate fixation versus nonoperative treatment for displaced midshaft clavicular fractures: a multicenter, randomized, controlled trial. J Bone Joint Surg Am. 2013;95(17):1576-1584.
9. Canadian Orthopaedic Trauma Society. Nonoperative treatment compared with plate fixation of displaced midshaft clavicular fractures. A multicenter, randomized clinical trial. J Bone Joint Surg Am. 2007;89(1):1-10.
10. Mehlman CT, Yihua G, Bochang C, Zhigang W. Operative treatment of completely displaced clavicle shaft fractures in children. J Pediatr Orthop. 2009;29(8):851-855.
11. Gross CE, Chalmers PN, Ellman M, Fernandez JJ, Verma NN. Acute brachial plexopathy after clavicular open reduction and internal fixation. J Shoulder Elbow Surg. 2013;22(5):e6-e9.
12. Pahys JM, Pahys JR, Cho SK, et al. Methods to decrease postoperative infections following posterior cervical spine surgery. J Bone Joint Surg Am. 2013;95(6):549-554.
13. Mandalia V, Shivshanker V, Foy MA. Excision of a bony spike without fixation of the fractured clavicle in a jockey. Clin Orthop Relat Res. 2003;(409):275-277.
14. Strauss EJ, Kaplan KM, Paksima N, Bosco JA. Treatment of an open infected type IIB distal clavicle fracture: case report and review of the literature. Bull NYU Hosp Jt Dis. 2008;66(2):129-133.
1. Neer CS 2nd. Nonunion of the clavicle. J Am Med Assoc. 1960;172:1006-1011.
2. Robinson CM. Fractures of the clavicle in the adult. Epidemiology and classification. J Bone Joint Surg Br. 1998;80(3):476-484.
3. Khan LA, Bradnock TJ, Scott C, Robinson CM. Fractures of the clavicle. J Bone Joint Surg Am. 2009;91(2):447-460.
4. Gottschalk HP, Dumont G, Khanani S, Browne RH, Starr AJ. Open clavicle fractures: patterns of trauma and associated injuries. J Orthop Trauma. 2012;26(2):107-109.
5. Ring D, Jupiter JB. Injuries to the shoulder girdle. In: Browner BD, Jupiter JB, eds. Skeletal Trauma. 4th ed. New York, NY: Elsevier; 2009:1755–1778.
6. McKee RC, Whelan DB, Schemitsch EH, McKee MD. Operative versus nonoperative care of displaced midshaft clavicular fractures: a meta-analysis of randomized clinical trials. J Bone Joint Surg Am. 2012;94(8):675-684.
7. Zlowodzki M, Zelle BA, Cole PA, Jeray K, McKee MD; Evidence-Based Orthopaedic Trauma Working Group. Treatment of acute midshaft clavicle fractures: systematic review of 2144 fractures: on behalf of the Evidence-Based Orthopaedic Trauma Working Group. J Orthop Trauma. 2005;19(7):504-507.
8. Robinson CM, Goudie EB, Murray IR, et al. Open reduction and plate fixation versus nonoperative treatment for displaced midshaft clavicular fractures: a multicenter, randomized, controlled trial. J Bone Joint Surg Am. 2013;95(17):1576-1584.
9. Canadian Orthopaedic Trauma Society. Nonoperative treatment compared with plate fixation of displaced midshaft clavicular fractures. A multicenter, randomized clinical trial. J Bone Joint Surg Am. 2007;89(1):1-10.
10. Mehlman CT, Yihua G, Bochang C, Zhigang W. Operative treatment of completely displaced clavicle shaft fractures in children. J Pediatr Orthop. 2009;29(8):851-855.
11. Gross CE, Chalmers PN, Ellman M, Fernandez JJ, Verma NN. Acute brachial plexopathy after clavicular open reduction and internal fixation. J Shoulder Elbow Surg. 2013;22(5):e6-e9.
12. Pahys JM, Pahys JR, Cho SK, et al. Methods to decrease postoperative infections following posterior cervical spine surgery. J Bone Joint Surg Am. 2013;95(6):549-554.
13. Mandalia V, Shivshanker V, Foy MA. Excision of a bony spike without fixation of the fractured clavicle in a jockey. Clin Orthop Relat Res. 2003;(409):275-277.
14. Strauss EJ, Kaplan KM, Paksima N, Bosco JA. Treatment of an open infected type IIB distal clavicle fracture: case report and review of the literature. Bull NYU Hosp Jt Dis. 2008;66(2):129-133.
Osteofibrous Dysplasia–like Adamantinoma of the Tibia in a 15-Year-Old Girl
Adamantinomas are rare primary malignant bone tumors (less than 1% of all bone tumors) that arise most commonly in the tibia.1 There is a predilection for adult men aged 20 to 50 years, with rare occurrences in children. These tumors are malignant, highly invasive, and have significant metastatic potential.2 A rarely seen, benign variant, known as osteofibrous dysplasia–like adamantinoma, is described in the literature, with fewer than 135 cases reported.3-5 This variant predominantly has benign characteristics of an osteofibrous dysplasia lesion but has the potential to transform into an adamantinoma.6 Osteofibrous dysplasia–like adamantinoma has been observed to regress with age and is also referred to as a regressing adamantinoma or differentiated adamantinoma.7
We report an uncommon case of an osteofibrous dysplasia–like adamantinoma of the tibia in a 15-year-old girl. We decided to observe the tumor with regular 3- to 6-month follow-ups. Osteofibrous dysplasia–like adamantinoma in our patient has remained stable for 2 years and has an excellent prognosis.8 We report this case for its rarity, its short-term stability, and significant treatment implications due to its potential to regress or develop into a malignant form. The patient and the patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A healthy 15-year-old girl was referred to our institution for evaluation of anterior left knee pain. She had sustained a fall while playing basketball 3 months earlier and had been having left knee pain since that time. She did not have any swelling, catching, or locking in her left knee. She denied any recent fever, chills, night sweats, weight loss, nausea, vomiting, or diarrhea. On physical examination, her gait was normal and no swelling, erythema, or tenderness was noticed around the left knee.
Plain radiographs revealed a heterogeneous lesion with sclerosis and thickening of the anteromedial cortex of the proximal left tibia (Figures 1A, 1B). A computed tomography (CT) scan of the abdomen, pelvis, and chest showed no osseous abnormalities. A whole-body bone scan showed activity in the anterior aspect of the left proximal tibia. No other areas of activity were noted. Magnetic resonance imaging of the left leg showed an elongated, multiloculated, enhancing mass arising from the anterolateral cortex and extending from the tibial tuberosity to the mid-diaphysis of the left tibia. Histologic examination of the CT-guided core needle biopsy specimen showed that the lesion was composed of dense fibrocollagenous tissue separating irregular bony trabeculae with osteoblastic and osteoclastic activity. There was no evidence of any atypical cells, necrosis, or significant mitotic activity. No epithelial cells were identified on hematoxylin-eosin (H&E) stain (Figure 2). However, immunohistochemical staining was positive for focal cytokeratin-positive epithelial cells (Figure 3). The lesion was diagnosed as an osteofibrous dysplasia–like adamantinoma on the basis of the radiographic and histologic findings. We elected nonoperative intervention given the benign nature of the lesion and its potential to regress. Given the possibility of sampling error and potential for progression, the patient was followed regularly at 3- to 6-month intervals over a 2-year period without disease progression.
Discussion
Osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma are rare fibro-osseous lesions that largely involve the midshaft of the tibia. Osteofibrous dysplasia accounts for 0.2% of primary bone tumors, whereas adamantinoma accounts for 0.1% to 0.5% of malignant bone tumors.9 Osteofibrous dysplasia is a benign lesion composed primarily of fibro-osseous tissue. Adamantinoma, however, is a slow-growing, low-grade, malignant biphasic tumor with intermingled epithelial and fibro-osseous components. It is an aggressive tumor that is locally invasive and can metastasize.2 Osteofibrous dysplasia–like adamantinoma (also known as differentiated or regressing adamantinoma) is a benign lesion like osteofibrous dysplasia but has features of both osteofibrous dysplasia and adamantinoma. Osteofibrous dysplasia–like adamantinoma may progress and become a malignant adamantinoma.6,10
The radiologic features of the 3 lesions are quite similar. It is not possible to distinguish between osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma based on imaging alone.9 Adamantinoma, being highly invasive, can be distinguished from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma according to the extent of involvement of the medullary cavity seen on magnetic resonance imaging.9 Complete involvement of the medullary cavity is almost always seen in an adamantinoma. Involvement of the medullary cavity is minimal or absent in osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma lesions.
Tissue confirmation through biopsy is crucial for accurate diagnosis. A biopsy should always be performed on any suspicious lesion,3,6 and the fibro-osseous lesion should be treated as an adamantinoma if findings are equivocal. A biopsy also distinctly distinguishes these lesions from benign fibrous cortical defects, which have a similar radiographic appearance. While open biopsy is the gold standard, minimally invasive techniques such as core needle biopsy and fine needle biopsy are increasingly used.6 Because of the higher risk of misdiagnosis with minimally invasive techniques, radiographic confirmation is highly recommended.5
Histologically, both osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma do not stain for cytokeratin on H&E stain. However, they can be differentiated based on immunohistochemical staining for cytokeratin. Osteofibrous dysplasia lesions exhibit diffuse staining whereas osteofibrous dysplasia–like adamantinoma lesions show focal staining of small nests of epithelial cells. Adamantinoma, in comparison, exhibits a biphasic pattern on H&E stain, representing areas of epithelial and osteofibrous cells. Immunohistochemical staining for cytokeratin of an adamantinoma reveals large nests of epithelial cells.
The association between osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma is not clearly established. However, it is widely believed that these 3 lesions represent a spectrum of the same disease and are linearly related in disease progression, with osteofibrous dysplasia at the benign end of the spectrum, osteofibrous dysplasia–like adamantinoma the intermediate form, and adamantinoma at the malignant end of the spectrum.11
Hazelbag and colleagues6 and Springfield and colleagues10 point out that osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma could be precursor lesions of adamantinoma. We found several studies in the literature that support and document progression from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma to an adamantinoma.4,6,10,12 Other studies, however, showed no progression from either a benign osteofibrous dysplasia or an osteofibrous dysplasia–like adamantinoma lesion to a malignant adamantinoma. Park and colleagues13 described 41 cases of osteofibrous dysplasia that did not progress to adamantinoma. Kuruvilla and Steiner8 described 5 cases of osteofibrous dysplasia–like adamantinoma that showed no progression to adamantinoma. Additionally, our case has not progressed and has remained radiographically stable over a 2-year follow-up. Czerniak and colleagues7 and Ueda and colleagues14 postulated, based on histologic and immunohistochemical studies, that osteofibrous dysplasia–like adamantinoma might be a regressing form of an adamantinoma that is undergoing reparative processes that could result in complete elimination of all tumor cells.
In general, any lesion with absent to low malignant potential could be managed nonoperatively with periodic observation and without the need for surgical intervention. Thus, identification of a stable or nonprogressing osteofibrous dysplasia–like adamantinoma lesion has significant treatment implications. Campanacci and Laus15 at the Rizzoli Institute in Milan, through long term follow-up of their patients with osteofibrous dysplasia, found that most lesions had a tendency to regress spontaneously by puberty. They recommended that nonextensive osteofibrous dysplasia lesions should be observed, and surgery should be delayed until puberty. Gleason and colleagues16 also recommended nonoperative management of osteofibrous dysplasia lesions, with surgery used only for large, deforming, and highly invasive lesions. We recommend a similar treatment approach for osteofibrous dysplasia–like adamantinoma lesions.
Adamantinomas, however, are usually symptomatic, are highly invasive, have a high recurrence rate, and can metastasize.9 In these patients, a wide en bloc resection or amputation should be performed as soon as possible.11 Our case highlights that osteofibrous dysplasia–like adamantinoma lesions can occur in children and can remain stable, especially over the short term. Such lesions can be observed without surgical intervention.
1. Kanakaraddi SV, Nagaraj G, Ravinath TM. Adamantinoma of the tibia with late skeletal metastasis: an unusual presentation. J Bone Joint Surg Br. 2007;89(3):388-389.
2. Van Geel AN, Hazelbag HM, Slingerland R, Vermeulen MI. Disseminating adamantinoma of the tibia. Sarcoma. 1997;1(2):109-111.
3. Povysil C, Kohout A, Urban K, Horak M. Differentiated adamantinoma of the fibula: a rhabdoid variant. Skeletal Radiol. 2004;33(8):488-492.
4. Hatori M, Watanabe M, Hosaka M, Sasano H, Narita M, Kokubun S. A classic adamantinoma arising from osteofibrous dysplasia-like adamantinoma in the lower leg: a case report and review of the literature. Tohoku J Exp Med. 2006;209(1):53-59.
5. Khanna M, Delaney D, Tirabosco R, Saifuddin A. Osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma and adamantinoma: correlation of radiological imaging features with surgical histology and assessment of the use of radiology in contributing to needle biopsy diagnosis. Skeletal Radiol. 2008;37(12):1077-1084.
6. Hazelbag HM, Taminiau AH, Fleuren GJ, Hogendoorn PC. Adamantinoma of the long bones. A clinicopathological study of thirty-two patients with emphasis on histological subtype, precursor lesion, and biological behavior. J Bone Joint Surg Am. 1994;76(10):1482-1499.
7. Czerniak B, Rojas-Corona RR, Dorfman HD. Morphologic diversity of long bone adamantinoma. The concept of differentiated (regressing) adamantinoma and its relationship to osteofibrous dysplasia. Cancer. 1989;64(11):2319-2334.
8. Kuruvilla G, Steiner GC. Osteofibrous dysplasia-like adamantinoma of bone: a report of five cases with immunohistochemical and ultrastructural studies. Hum Pathol. 1998;29(8):809-814.
9. Bethapudi S, Ritchie DA, Macduff E, Straiton J. Imaging in osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma, and classic adamantinoma. Clin Radiol. 2014;69(2):200-208.
10. Springfield DS, Rosenberg AE, Mankin HJ, Mindell ER. Relationship between osteofibrous dysplasia and adamantinoma. Clin Orthop Relat Res. 1994;(309):234-244.
11. Most MJ, Sim FH, Inwards CY. Osteofibrous dysplasia and adamantinoma. J Am Acad Orthop Surg. 2010;18(6):358-366.
12. Lee RS, Weitzel S, Eastwood DM, et al. Osteofibrous dysplasia of the tibia. Is there a need for a radical surgical approach? J Bone Joint Surg Br. 2006;88(5):658-664.
13. Park YK, Unni KK, McLeod RA, Pritchard DJ. Osteofibrous dysplasia: clinicopathologic study of 80 cases. Hum Pathol. 1993;24(12):1339-1347.
14. Ueda Y, Roessner A, Bosse A, Edel G, Bocker W, Wuisman P. Juvenile intracortical adamantinoma of the tibia with predominant osteofibrous dysplasia-like features. Pathol Res Pract. 1991;187(8):1039-1043; discussion 1043-1034.
15. Campanacci M, Laus M. Osteofibrous dysplasia of the tibia and fibula. J Bone Joint Surg Am. 1981;63(3):367-375.
16. Gleason BC, Liegl-Atzwanger B, Kozakewich HP, et al. Osteofibrous dysplasia and adamantinoma in children and adolescents: a clinicopathologic reappraisal. Am J Surg Pathol. 2008;32(3):363-376.
Adamantinomas are rare primary malignant bone tumors (less than 1% of all bone tumors) that arise most commonly in the tibia.1 There is a predilection for adult men aged 20 to 50 years, with rare occurrences in children. These tumors are malignant, highly invasive, and have significant metastatic potential.2 A rarely seen, benign variant, known as osteofibrous dysplasia–like adamantinoma, is described in the literature, with fewer than 135 cases reported.3-5 This variant predominantly has benign characteristics of an osteofibrous dysplasia lesion but has the potential to transform into an adamantinoma.6 Osteofibrous dysplasia–like adamantinoma has been observed to regress with age and is also referred to as a regressing adamantinoma or differentiated adamantinoma.7
We report an uncommon case of an osteofibrous dysplasia–like adamantinoma of the tibia in a 15-year-old girl. We decided to observe the tumor with regular 3- to 6-month follow-ups. Osteofibrous dysplasia–like adamantinoma in our patient has remained stable for 2 years and has an excellent prognosis.8 We report this case for its rarity, its short-term stability, and significant treatment implications due to its potential to regress or develop into a malignant form. The patient and the patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A healthy 15-year-old girl was referred to our institution for evaluation of anterior left knee pain. She had sustained a fall while playing basketball 3 months earlier and had been having left knee pain since that time. She did not have any swelling, catching, or locking in her left knee. She denied any recent fever, chills, night sweats, weight loss, nausea, vomiting, or diarrhea. On physical examination, her gait was normal and no swelling, erythema, or tenderness was noticed around the left knee.
Plain radiographs revealed a heterogeneous lesion with sclerosis and thickening of the anteromedial cortex of the proximal left tibia (Figures 1A, 1B). A computed tomography (CT) scan of the abdomen, pelvis, and chest showed no osseous abnormalities. A whole-body bone scan showed activity in the anterior aspect of the left proximal tibia. No other areas of activity were noted. Magnetic resonance imaging of the left leg showed an elongated, multiloculated, enhancing mass arising from the anterolateral cortex and extending from the tibial tuberosity to the mid-diaphysis of the left tibia. Histologic examination of the CT-guided core needle biopsy specimen showed that the lesion was composed of dense fibrocollagenous tissue separating irregular bony trabeculae with osteoblastic and osteoclastic activity. There was no evidence of any atypical cells, necrosis, or significant mitotic activity. No epithelial cells were identified on hematoxylin-eosin (H&E) stain (Figure 2). However, immunohistochemical staining was positive for focal cytokeratin-positive epithelial cells (Figure 3). The lesion was diagnosed as an osteofibrous dysplasia–like adamantinoma on the basis of the radiographic and histologic findings. We elected nonoperative intervention given the benign nature of the lesion and its potential to regress. Given the possibility of sampling error and potential for progression, the patient was followed regularly at 3- to 6-month intervals over a 2-year period without disease progression.
Discussion
Osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma are rare fibro-osseous lesions that largely involve the midshaft of the tibia. Osteofibrous dysplasia accounts for 0.2% of primary bone tumors, whereas adamantinoma accounts for 0.1% to 0.5% of malignant bone tumors.9 Osteofibrous dysplasia is a benign lesion composed primarily of fibro-osseous tissue. Adamantinoma, however, is a slow-growing, low-grade, malignant biphasic tumor with intermingled epithelial and fibro-osseous components. It is an aggressive tumor that is locally invasive and can metastasize.2 Osteofibrous dysplasia–like adamantinoma (also known as differentiated or regressing adamantinoma) is a benign lesion like osteofibrous dysplasia but has features of both osteofibrous dysplasia and adamantinoma. Osteofibrous dysplasia–like adamantinoma may progress and become a malignant adamantinoma.6,10
The radiologic features of the 3 lesions are quite similar. It is not possible to distinguish between osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma based on imaging alone.9 Adamantinoma, being highly invasive, can be distinguished from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma according to the extent of involvement of the medullary cavity seen on magnetic resonance imaging.9 Complete involvement of the medullary cavity is almost always seen in an adamantinoma. Involvement of the medullary cavity is minimal or absent in osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma lesions.
Tissue confirmation through biopsy is crucial for accurate diagnosis. A biopsy should always be performed on any suspicious lesion,3,6 and the fibro-osseous lesion should be treated as an adamantinoma if findings are equivocal. A biopsy also distinctly distinguishes these lesions from benign fibrous cortical defects, which have a similar radiographic appearance. While open biopsy is the gold standard, minimally invasive techniques such as core needle biopsy and fine needle biopsy are increasingly used.6 Because of the higher risk of misdiagnosis with minimally invasive techniques, radiographic confirmation is highly recommended.5
Histologically, both osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma do not stain for cytokeratin on H&E stain. However, they can be differentiated based on immunohistochemical staining for cytokeratin. Osteofibrous dysplasia lesions exhibit diffuse staining whereas osteofibrous dysplasia–like adamantinoma lesions show focal staining of small nests of epithelial cells. Adamantinoma, in comparison, exhibits a biphasic pattern on H&E stain, representing areas of epithelial and osteofibrous cells. Immunohistochemical staining for cytokeratin of an adamantinoma reveals large nests of epithelial cells.
The association between osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma is not clearly established. However, it is widely believed that these 3 lesions represent a spectrum of the same disease and are linearly related in disease progression, with osteofibrous dysplasia at the benign end of the spectrum, osteofibrous dysplasia–like adamantinoma the intermediate form, and adamantinoma at the malignant end of the spectrum.11
Hazelbag and colleagues6 and Springfield and colleagues10 point out that osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma could be precursor lesions of adamantinoma. We found several studies in the literature that support and document progression from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma to an adamantinoma.4,6,10,12 Other studies, however, showed no progression from either a benign osteofibrous dysplasia or an osteofibrous dysplasia–like adamantinoma lesion to a malignant adamantinoma. Park and colleagues13 described 41 cases of osteofibrous dysplasia that did not progress to adamantinoma. Kuruvilla and Steiner8 described 5 cases of osteofibrous dysplasia–like adamantinoma that showed no progression to adamantinoma. Additionally, our case has not progressed and has remained radiographically stable over a 2-year follow-up. Czerniak and colleagues7 and Ueda and colleagues14 postulated, based on histologic and immunohistochemical studies, that osteofibrous dysplasia–like adamantinoma might be a regressing form of an adamantinoma that is undergoing reparative processes that could result in complete elimination of all tumor cells.
In general, any lesion with absent to low malignant potential could be managed nonoperatively with periodic observation and without the need for surgical intervention. Thus, identification of a stable or nonprogressing osteofibrous dysplasia–like adamantinoma lesion has significant treatment implications. Campanacci and Laus15 at the Rizzoli Institute in Milan, through long term follow-up of their patients with osteofibrous dysplasia, found that most lesions had a tendency to regress spontaneously by puberty. They recommended that nonextensive osteofibrous dysplasia lesions should be observed, and surgery should be delayed until puberty. Gleason and colleagues16 also recommended nonoperative management of osteofibrous dysplasia lesions, with surgery used only for large, deforming, and highly invasive lesions. We recommend a similar treatment approach for osteofibrous dysplasia–like adamantinoma lesions.
Adamantinomas, however, are usually symptomatic, are highly invasive, have a high recurrence rate, and can metastasize.9 In these patients, a wide en bloc resection or amputation should be performed as soon as possible.11 Our case highlights that osteofibrous dysplasia–like adamantinoma lesions can occur in children and can remain stable, especially over the short term. Such lesions can be observed without surgical intervention.
Adamantinomas are rare primary malignant bone tumors (less than 1% of all bone tumors) that arise most commonly in the tibia.1 There is a predilection for adult men aged 20 to 50 years, with rare occurrences in children. These tumors are malignant, highly invasive, and have significant metastatic potential.2 A rarely seen, benign variant, known as osteofibrous dysplasia–like adamantinoma, is described in the literature, with fewer than 135 cases reported.3-5 This variant predominantly has benign characteristics of an osteofibrous dysplasia lesion but has the potential to transform into an adamantinoma.6 Osteofibrous dysplasia–like adamantinoma has been observed to regress with age and is also referred to as a regressing adamantinoma or differentiated adamantinoma.7
We report an uncommon case of an osteofibrous dysplasia–like adamantinoma of the tibia in a 15-year-old girl. We decided to observe the tumor with regular 3- to 6-month follow-ups. Osteofibrous dysplasia–like adamantinoma in our patient has remained stable for 2 years and has an excellent prognosis.8 We report this case for its rarity, its short-term stability, and significant treatment implications due to its potential to regress or develop into a malignant form. The patient and the patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A healthy 15-year-old girl was referred to our institution for evaluation of anterior left knee pain. She had sustained a fall while playing basketball 3 months earlier and had been having left knee pain since that time. She did not have any swelling, catching, or locking in her left knee. She denied any recent fever, chills, night sweats, weight loss, nausea, vomiting, or diarrhea. On physical examination, her gait was normal and no swelling, erythema, or tenderness was noticed around the left knee.
Plain radiographs revealed a heterogeneous lesion with sclerosis and thickening of the anteromedial cortex of the proximal left tibia (Figures 1A, 1B). A computed tomography (CT) scan of the abdomen, pelvis, and chest showed no osseous abnormalities. A whole-body bone scan showed activity in the anterior aspect of the left proximal tibia. No other areas of activity were noted. Magnetic resonance imaging of the left leg showed an elongated, multiloculated, enhancing mass arising from the anterolateral cortex and extending from the tibial tuberosity to the mid-diaphysis of the left tibia. Histologic examination of the CT-guided core needle biopsy specimen showed that the lesion was composed of dense fibrocollagenous tissue separating irregular bony trabeculae with osteoblastic and osteoclastic activity. There was no evidence of any atypical cells, necrosis, or significant mitotic activity. No epithelial cells were identified on hematoxylin-eosin (H&E) stain (Figure 2). However, immunohistochemical staining was positive for focal cytokeratin-positive epithelial cells (Figure 3). The lesion was diagnosed as an osteofibrous dysplasia–like adamantinoma on the basis of the radiographic and histologic findings. We elected nonoperative intervention given the benign nature of the lesion and its potential to regress. Given the possibility of sampling error and potential for progression, the patient was followed regularly at 3- to 6-month intervals over a 2-year period without disease progression.
Discussion
Osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma are rare fibro-osseous lesions that largely involve the midshaft of the tibia. Osteofibrous dysplasia accounts for 0.2% of primary bone tumors, whereas adamantinoma accounts for 0.1% to 0.5% of malignant bone tumors.9 Osteofibrous dysplasia is a benign lesion composed primarily of fibro-osseous tissue. Adamantinoma, however, is a slow-growing, low-grade, malignant biphasic tumor with intermingled epithelial and fibro-osseous components. It is an aggressive tumor that is locally invasive and can metastasize.2 Osteofibrous dysplasia–like adamantinoma (also known as differentiated or regressing adamantinoma) is a benign lesion like osteofibrous dysplasia but has features of both osteofibrous dysplasia and adamantinoma. Osteofibrous dysplasia–like adamantinoma may progress and become a malignant adamantinoma.6,10
The radiologic features of the 3 lesions are quite similar. It is not possible to distinguish between osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma based on imaging alone.9 Adamantinoma, being highly invasive, can be distinguished from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma according to the extent of involvement of the medullary cavity seen on magnetic resonance imaging.9 Complete involvement of the medullary cavity is almost always seen in an adamantinoma. Involvement of the medullary cavity is minimal or absent in osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma lesions.
Tissue confirmation through biopsy is crucial for accurate diagnosis. A biopsy should always be performed on any suspicious lesion,3,6 and the fibro-osseous lesion should be treated as an adamantinoma if findings are equivocal. A biopsy also distinctly distinguishes these lesions from benign fibrous cortical defects, which have a similar radiographic appearance. While open biopsy is the gold standard, minimally invasive techniques such as core needle biopsy and fine needle biopsy are increasingly used.6 Because of the higher risk of misdiagnosis with minimally invasive techniques, radiographic confirmation is highly recommended.5
Histologically, both osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma do not stain for cytokeratin on H&E stain. However, they can be differentiated based on immunohistochemical staining for cytokeratin. Osteofibrous dysplasia lesions exhibit diffuse staining whereas osteofibrous dysplasia–like adamantinoma lesions show focal staining of small nests of epithelial cells. Adamantinoma, in comparison, exhibits a biphasic pattern on H&E stain, representing areas of epithelial and osteofibrous cells. Immunohistochemical staining for cytokeratin of an adamantinoma reveals large nests of epithelial cells.
The association between osteofibrous dysplasia, osteofibrous dysplasia–like adamantinoma, and adamantinoma is not clearly established. However, it is widely believed that these 3 lesions represent a spectrum of the same disease and are linearly related in disease progression, with osteofibrous dysplasia at the benign end of the spectrum, osteofibrous dysplasia–like adamantinoma the intermediate form, and adamantinoma at the malignant end of the spectrum.11
Hazelbag and colleagues6 and Springfield and colleagues10 point out that osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma could be precursor lesions of adamantinoma. We found several studies in the literature that support and document progression from osteofibrous dysplasia and osteofibrous dysplasia–like adamantinoma to an adamantinoma.4,6,10,12 Other studies, however, showed no progression from either a benign osteofibrous dysplasia or an osteofibrous dysplasia–like adamantinoma lesion to a malignant adamantinoma. Park and colleagues13 described 41 cases of osteofibrous dysplasia that did not progress to adamantinoma. Kuruvilla and Steiner8 described 5 cases of osteofibrous dysplasia–like adamantinoma that showed no progression to adamantinoma. Additionally, our case has not progressed and has remained radiographically stable over a 2-year follow-up. Czerniak and colleagues7 and Ueda and colleagues14 postulated, based on histologic and immunohistochemical studies, that osteofibrous dysplasia–like adamantinoma might be a regressing form of an adamantinoma that is undergoing reparative processes that could result in complete elimination of all tumor cells.
In general, any lesion with absent to low malignant potential could be managed nonoperatively with periodic observation and without the need for surgical intervention. Thus, identification of a stable or nonprogressing osteofibrous dysplasia–like adamantinoma lesion has significant treatment implications. Campanacci and Laus15 at the Rizzoli Institute in Milan, through long term follow-up of their patients with osteofibrous dysplasia, found that most lesions had a tendency to regress spontaneously by puberty. They recommended that nonextensive osteofibrous dysplasia lesions should be observed, and surgery should be delayed until puberty. Gleason and colleagues16 also recommended nonoperative management of osteofibrous dysplasia lesions, with surgery used only for large, deforming, and highly invasive lesions. We recommend a similar treatment approach for osteofibrous dysplasia–like adamantinoma lesions.
Adamantinomas, however, are usually symptomatic, are highly invasive, have a high recurrence rate, and can metastasize.9 In these patients, a wide en bloc resection or amputation should be performed as soon as possible.11 Our case highlights that osteofibrous dysplasia–like adamantinoma lesions can occur in children and can remain stable, especially over the short term. Such lesions can be observed without surgical intervention.
1. Kanakaraddi SV, Nagaraj G, Ravinath TM. Adamantinoma of the tibia with late skeletal metastasis: an unusual presentation. J Bone Joint Surg Br. 2007;89(3):388-389.
2. Van Geel AN, Hazelbag HM, Slingerland R, Vermeulen MI. Disseminating adamantinoma of the tibia. Sarcoma. 1997;1(2):109-111.
3. Povysil C, Kohout A, Urban K, Horak M. Differentiated adamantinoma of the fibula: a rhabdoid variant. Skeletal Radiol. 2004;33(8):488-492.
4. Hatori M, Watanabe M, Hosaka M, Sasano H, Narita M, Kokubun S. A classic adamantinoma arising from osteofibrous dysplasia-like adamantinoma in the lower leg: a case report and review of the literature. Tohoku J Exp Med. 2006;209(1):53-59.
5. Khanna M, Delaney D, Tirabosco R, Saifuddin A. Osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma and adamantinoma: correlation of radiological imaging features with surgical histology and assessment of the use of radiology in contributing to needle biopsy diagnosis. Skeletal Radiol. 2008;37(12):1077-1084.
6. Hazelbag HM, Taminiau AH, Fleuren GJ, Hogendoorn PC. Adamantinoma of the long bones. A clinicopathological study of thirty-two patients with emphasis on histological subtype, precursor lesion, and biological behavior. J Bone Joint Surg Am. 1994;76(10):1482-1499.
7. Czerniak B, Rojas-Corona RR, Dorfman HD. Morphologic diversity of long bone adamantinoma. The concept of differentiated (regressing) adamantinoma and its relationship to osteofibrous dysplasia. Cancer. 1989;64(11):2319-2334.
8. Kuruvilla G, Steiner GC. Osteofibrous dysplasia-like adamantinoma of bone: a report of five cases with immunohistochemical and ultrastructural studies. Hum Pathol. 1998;29(8):809-814.
9. Bethapudi S, Ritchie DA, Macduff E, Straiton J. Imaging in osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma, and classic adamantinoma. Clin Radiol. 2014;69(2):200-208.
10. Springfield DS, Rosenberg AE, Mankin HJ, Mindell ER. Relationship between osteofibrous dysplasia and adamantinoma. Clin Orthop Relat Res. 1994;(309):234-244.
11. Most MJ, Sim FH, Inwards CY. Osteofibrous dysplasia and adamantinoma. J Am Acad Orthop Surg. 2010;18(6):358-366.
12. Lee RS, Weitzel S, Eastwood DM, et al. Osteofibrous dysplasia of the tibia. Is there a need for a radical surgical approach? J Bone Joint Surg Br. 2006;88(5):658-664.
13. Park YK, Unni KK, McLeod RA, Pritchard DJ. Osteofibrous dysplasia: clinicopathologic study of 80 cases. Hum Pathol. 1993;24(12):1339-1347.
14. Ueda Y, Roessner A, Bosse A, Edel G, Bocker W, Wuisman P. Juvenile intracortical adamantinoma of the tibia with predominant osteofibrous dysplasia-like features. Pathol Res Pract. 1991;187(8):1039-1043; discussion 1043-1034.
15. Campanacci M, Laus M. Osteofibrous dysplasia of the tibia and fibula. J Bone Joint Surg Am. 1981;63(3):367-375.
16. Gleason BC, Liegl-Atzwanger B, Kozakewich HP, et al. Osteofibrous dysplasia and adamantinoma in children and adolescents: a clinicopathologic reappraisal. Am J Surg Pathol. 2008;32(3):363-376.
1. Kanakaraddi SV, Nagaraj G, Ravinath TM. Adamantinoma of the tibia with late skeletal metastasis: an unusual presentation. J Bone Joint Surg Br. 2007;89(3):388-389.
2. Van Geel AN, Hazelbag HM, Slingerland R, Vermeulen MI. Disseminating adamantinoma of the tibia. Sarcoma. 1997;1(2):109-111.
3. Povysil C, Kohout A, Urban K, Horak M. Differentiated adamantinoma of the fibula: a rhabdoid variant. Skeletal Radiol. 2004;33(8):488-492.
4. Hatori M, Watanabe M, Hosaka M, Sasano H, Narita M, Kokubun S. A classic adamantinoma arising from osteofibrous dysplasia-like adamantinoma in the lower leg: a case report and review of the literature. Tohoku J Exp Med. 2006;209(1):53-59.
5. Khanna M, Delaney D, Tirabosco R, Saifuddin A. Osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma and adamantinoma: correlation of radiological imaging features with surgical histology and assessment of the use of radiology in contributing to needle biopsy diagnosis. Skeletal Radiol. 2008;37(12):1077-1084.
6. Hazelbag HM, Taminiau AH, Fleuren GJ, Hogendoorn PC. Adamantinoma of the long bones. A clinicopathological study of thirty-two patients with emphasis on histological subtype, precursor lesion, and biological behavior. J Bone Joint Surg Am. 1994;76(10):1482-1499.
7. Czerniak B, Rojas-Corona RR, Dorfman HD. Morphologic diversity of long bone adamantinoma. The concept of differentiated (regressing) adamantinoma and its relationship to osteofibrous dysplasia. Cancer. 1989;64(11):2319-2334.
8. Kuruvilla G, Steiner GC. Osteofibrous dysplasia-like adamantinoma of bone: a report of five cases with immunohistochemical and ultrastructural studies. Hum Pathol. 1998;29(8):809-814.
9. Bethapudi S, Ritchie DA, Macduff E, Straiton J. Imaging in osteofibrous dysplasia, osteofibrous dysplasia-like adamantinoma, and classic adamantinoma. Clin Radiol. 2014;69(2):200-208.
10. Springfield DS, Rosenberg AE, Mankin HJ, Mindell ER. Relationship between osteofibrous dysplasia and adamantinoma. Clin Orthop Relat Res. 1994;(309):234-244.
11. Most MJ, Sim FH, Inwards CY. Osteofibrous dysplasia and adamantinoma. J Am Acad Orthop Surg. 2010;18(6):358-366.
12. Lee RS, Weitzel S, Eastwood DM, et al. Osteofibrous dysplasia of the tibia. Is there a need for a radical surgical approach? J Bone Joint Surg Br. 2006;88(5):658-664.
13. Park YK, Unni KK, McLeod RA, Pritchard DJ. Osteofibrous dysplasia: clinicopathologic study of 80 cases. Hum Pathol. 1993;24(12):1339-1347.
14. Ueda Y, Roessner A, Bosse A, Edel G, Bocker W, Wuisman P. Juvenile intracortical adamantinoma of the tibia with predominant osteofibrous dysplasia-like features. Pathol Res Pract. 1991;187(8):1039-1043; discussion 1043-1034.
15. Campanacci M, Laus M. Osteofibrous dysplasia of the tibia and fibula. J Bone Joint Surg Am. 1981;63(3):367-375.
16. Gleason BC, Liegl-Atzwanger B, Kozakewich HP, et al. Osteofibrous dysplasia and adamantinoma in children and adolescents: a clinicopathologic reappraisal. Am J Surg Pathol. 2008;32(3):363-376.
Tension Pneumothorax After Ultrasound-Guided Interscalene Block and Shoulder Arthroscopy
Interscalene brachial plexus anesthesia is commonly used for arthroscopic and open procedures of the shoulder. This regional anesthetic targets the trunks of the brachial plexus and anesthetizes the area about the shoulder and proximal arm. Its use may obviate the need for concomitant general anesthesia, potentially reducing the use of postoperative intravenous and oral pain medication. Furthermore, patients often bypass the acute postoperative anesthesia care unit and proceed directly to the ambulatory unit, permitting earlier hospital discharge. Previous reports in the literature have demonstrated higher rates of neurologic, cardiac, and pulmonary complications from this procedure; in particular, the incidence of pneumothorax was reported as high as 3%.1 Techniques to localize the nerves, such as electrical nerve stimulation and, more recently, ultrasound guidance, have reduced these complication rates.2,3 Successful administration of the block has been shown to result in satisfactory postoperative pain relief.2 However, ultrasound-guided interscalene nerve blocks remain operator-dependent and complications may still occur.
We report a case of tension pneumothorax after arthroscopic rotator cuff repair and subacromial decompression with an ultrasound-guided interscalene block. Immediate recognition and treatment of this complication resulted in a good clinical outcome. The patient provided written informed consent for print and electronic publication of this case report.
Case Report
A 56-year-old woman presented with 3 months of right shoulder pain after a fall. Examination was pertinent for weakness in forward elevation and positive rotator cuff impingement signs. She remained symptomatic despite a course of nonsurgical management that included cortisone injections and physical therapy. Magnetic resonance imaging of the shoulder showed a full-thickness supraspinatus tear with minimal fatty atrophy. After a discussion of her treatment options, she elected to undergo an arthroscopic rotator cuff repair with subacromial decompression. An evaluation by her internist revealed no pertinent medical history apart from obesity (body mass index, 36). Specifically, there was no reported history of chronic obstructive pulmonary disease or asthma. She denied any prior cigarette smoking.
The patient was evaluated by the regional anesthesia team and was classified as a class 2 airway. An interscalene brachial plexus block was performed using a 2-inch, 22-gauge needle inserted into the interscalene groove. Using an out-of-plane technique under direct ultrasound guidance, 30 mL of 0.52% ropivacaine was injected. The block was considered successful, and no complications, such as resistance, paresthesias, pain, or blood on aspiration, were noted during injection. The patient had no complaints of chest pain or shortness of breath immediately afterward, and all vital signs were stable throughout the procedure.
The patient was brought to the operating room and placed in the beach-chair position. Induction for general anesthesia was started 15 minutes after the regional anesthetic, with 2 intubation attempts necessary because of poor airway visualization. After placement of the endotracheal tube, breath sounds were noted to be equal bilaterally. The arthroscopic procedure consisted of double-row rotator cuff repair, subacromial decompression, and débridement of the glenohumeral joint for synovitis, using standard arthroscopic portals. There were no difficulties with trocar placement, and bleeding was minimal throughout the case. The total surgical time was 150 minutes and a pump pressure of 30 mm Hg was maintained during the arthroscopy.
Within the first 60 minutes of the start of the arthroscopic procedure, the patient was noted to be intermittently hypotensive with mean arterial pressure (MAP) ranging from the 30s to 130s mm Hg and pulse in the 70 to 80 beats/min range. FiO2 in the 85% to 95% range was maintained throughout the procedure. During that time, 50 μg phenylephrine was administered on 4 separate occasions to maintain her blood pressure. The labile blood pressure was attributed by the anesthesiologist to the beach-chair position. During an attempted extubation upon conclusion of the surgery, the patient became hypotensive with MAP that ranged from the 40s to 60s mm Hg and tachycardic to 90 beats/min. The oxygen saturation was in the low 90s and tidal volume was poor. Absent lung sounds were noted on the right chest. An urgent portable chest radiograph showed a large right-sided tension pneumothorax with mediastinal shift (Figure 1). After an immediate general surgery consultation, a chest tube was placed in the operating room. The patient’s vital signs improved and a repeat chest radiograph revealed successful re-expansion of the lung (Figure 2). She was transferred to the acute postoperative anesthesia care unit and extubated in the intensive care unit later that day.
The patient’s chest tube was removed 2 days later and she was discharged home on hospital day 5 with a completely resolved pneumothorax. She was seen 1 week later in the office for a postoperative visit and reported feeling well without chest pain or shortness of breath.
Discussion
Interscalene brachial plexus anesthesia was first described by Winnie4 in 1970. This block targets the trunks of the brachial plexus, which are enclosed in a fascial sheath between the anterior and middle scalene muscles. In this region lie several structures at risk: the phrenic nerve superficially and inferiorly; the carotid sheath located superficially and medially; the subclavian artery parallel to the trunks; and the cupula of the lung that lies deep and inferior to the anterior scalene muscle. Recognized complications of the block include vocal hoarseness, Horner syndrome, and hemidiaphragmatic paresis caused by the temporary blockade of the ipsilateral recurrent laryngeal nerve, stellate ganglion, and phrenic nerve, in that order.5 Use of the interscalene block has been associated with minimal risk for pneumothorax, because the needle entry point is superior and directed away from the lung pleura.6 This is in contrast to the more inferiorly placed supraclavicular block, located in closer proximity to the lung cupula.5
Two different approaches are commonly used during ultrasound-guided nerve blocks. The in-plane approach generates a long-axis view of the needle by advancing the needle parallel with the long axis of the ultrasound probe. While this allows direct visualization of the needle tip, it requires deeper needle insertion from lateral to medial, causing puncture of the middle scalene muscle that may increase patient discomfort and risk nerve injury within the muscle.7 The out-of-plane approach used on our patient involves needle insertion parallel to the brachial plexus, but along the short axis of the ultrasound probe. Although this permits the operator to assess the periphery of the nerve, it may lead to poor needle-tip visualization during the procedure. As a result, operators often use a combination of tissue disturbance and “hydrolocation,” in which fluid is injected to indicate the needle-tip location.8,9
Tension pneumothorax represents the accumulation of air in the pleural space that leads to impaired pulmonary and cardiac function. It is often caused by disruption or puncture of the parietal or visceral pleura, creating a connection between the alveoli and pleural cavity. The gradual buildup of air in the pleural cavity results in increased intrapleural pressure, which compresses and ultimately collapses the ipsilateral lung. Venous compression restricts blood return to the heart and reduces cardiac output. Clinical manifestations include dyspnea, hypoxemia, tachycardia, and hypotension.10 Multiple techniques were developed to better localize the brachial plexus while reducing injury to nearby structures, including the lung. These include eliciting needle paresthesias, electrical nerve stimulation, and ultrasound guidance. While nerve stimulation was once the gold standard for brachial plexus localization, ultrasound guidance has gained in popularity because of its noninvasive nature and dynamic capability to identify nerves and surrounding structures.11 Perlas and colleagues12 determined the sensitivity of needle paresthesias and nerve stimulation to be 38% and 75%, respectively, in cases in which plexus localization had been confirmed by ultrasound.
Several studies have reported on the efficacy of interscalene nerve block with either nerve stimulation or ultrasound guidance in the setting of shoulder surgery.2,3 Bishop and colleagues3 reviewed 547 patients who underwent interscalene regional anesthesia with nerve stimulation for both arthroscopic and open-shoulder procedures. They reported a 97% success rate and 12 (2.3%) minor complications, including sensory neuropathy and complex regional pain syndrome. There were no cases of pneumothorax, cardiac events, or other major complications.3 In a prospective study of 1319 patients, Singh and colleagues2 reported a 99.6% success rate using ultrasound-guided interscalene blocks for their shoulder surgeries. A total of 38 adverse events (2.88%) were identified: 14 transient neurologic events, including ear numbness, digital numbness, and brachial plexitis; 1 case of intraoperative bradycardia, and 2 cancellations after the block for chest pain and flank pain, which yielded negative cardiac workups. Other complications included postoperative emergency room visits and hospital admissions for reasons unrelated to the block.2 Interscalene regional anesthesia, therefore, provides effective anesthesia for shoulder surgery with low complication rates.
Pneumothorax after ultrasound-guided interscalene block has rarely been reported.13,14 In a review of 144 ultrasound-guided indwelling interscalene catheter placements, a 98% successful block rate with a single complication of small pneumothorax after total shoulder arthroplasty was reported.13 Mandim and colleagues14 reported a case of pneumothorax in a smoker who underwent an ultrasound-guided brachial plexus block prior to open reduction and internal fixation of an ulnar fracture. While the patient was asymptomatic and vital signs remained stable during the procedure, the patient complained postoperatively of chest pain with hypoxia, tachycardia, and hypotension. A chest radiograph confirmed an ipsilateral pneumothorax, and the patient was treated successfully with chest-tube placement. The authors attributed this complication to a higher pleural dome resulting from a hyperinflated lung caused by chronic smoking. Our patient reported no history of smoking and her preoperative chest radiograph had no evidence of lung disease.
In contrast, several cases of pneumothorax after shoulder surgery have been reported in the absence of nerve block. Oldman and Peng1 reported a 41-year-old nonsmoker who underwent arthroscopic labral repair and subacromial decompression. The preoperative nerve block was cancelled, and the patient received general endotracheal anesthesia alone. Fifty minutes after the case, the patient developed chest pain and hypoxia. A chest radiograph showed a small pneumothorax that was managed conservatively. The pneumothorax was attributed to spontaneous rupture of a preexisting lung bulla, suggesting that blocks are not always the cause of this complication. Furthermore, Dietzel and Ciullo15 reported 4 cases of spontaneous pneumothorax within 24 hours of uncomplicated arthroscopic shoulder procedures under general anesthesia in the lateral decubitus position. The patient ages ranged from 22 to 38 years, and medical histories were all significant for preexisting lung disease, remote history of pneumonia, and heavy smoking. Three of the patients experienced symptoms at home the day after surgery. The authors concluded that these cases were likely caused by rupture of blebs or bullae from underlying lung disease; these ruptured blebs or bullae are difficult to detect and usually located in the upper lung. The pressure gradient from the positive pressure of anesthesia and the ipsilateral upper lung is thought to be highest in the lateral decubitus position, increasing their chance of rupture.15
Finally, Lee and colleagues16 described 3 patients aged 40 to 45 years who underwent uncomplicated subacromial decompression in the beach-chair position under general anesthesia. Significant shoulder, neck, and axillary swelling were noted after surgery, and a chest radiograph showed tension pneumothorax, subcutaneous emphysema, and pneumomediastinum. The authors speculated that pressure in the subacromial space may become negative relative to atmospheric pressure when the shaver and suction are running, drawing in air through other portals. When the suction is discontinued, fluid infusion may push air into the surrounding tissue, leading to subcutaneous emphysema, which may spread to the mediastinum.16
Conclusion
Ultrasound-guided interscalene nerve blocks have successfully provided anesthesia for shoulder surgeries with low complication rates. Although the incidence of pneumothorax has decreased significantly with ultrasound guidance, the success of this procedure is highly operator-dependent. We present the case of an otherwise healthy patient without known pulmonary disease who developed a tension pneumothorax after the administration of ultrasound-guided regional and general anesthesia for arthroscopic shoulder surgery. Orthopedic surgeons and anesthesiologists must remain vigilant for pneumothorax during the perioperative period after shoulder surgery performed under interscalene regional aesthesia, particularly in the setting of hypotension, hypoxia, and/or tachycardia. Risk factors, such as history of smoking and preexisting lung disease, may predispose patients to the development of pneumothorax. Timely recognition and placement of a chest tube result in satisfactory clinical outcomes.
1. Oldman M, Peng Pi P. Pneumothorax after shoulder arthroscopy: don’t blame it on regional anesthesia. Reg Anesth Pain Med. 2004;29(4):382-383.
2. Singh A, Kelly C, O’Brien T, Wilson J, Warner JJ. Ultrasound-guided interscalene block anesthesia for shoulder arthroscopy: a prospective study of 1319 patients. J Bone Joint Surg Am. 2012;94(22):2040-2046.
3. Bishop JY, Sprague M, Gelber J, et al. Interscalene regional anesthesia for shoulder surgery. J Bone Joint Surg Am. 2005;87(5):974-979.
4. Winnie AP. Interscalene brachial plexus block. Anesth Analg. 1970;49(3):455-466.
5. Mian A, Chaudhry I, Huang R, Rizk E, Tubbs RS, Loukas M. Brachial plexus anesthesia: a review of the relevant anatomy, complications, and anatomical variations. Clin Anat. 2014;27(2):210-221.
6. Brown AR, Weiss R, Greenberg C, Flatow EL, Bigliani LU. Interscalene block for shoulder arthroscopy: comparison with general anesthesia. Arthroscopy. 1993;9(3):295-300.
7. Marhofer P, Harrop-Griffiths W, Willschke H, Kirchmair L. Fifteen years of ultrasound guidance in regional anaesthesia: Part 2 - recent developments in block techniques. Br J Anaesth. 2010;104(6):673-683.
8. Sites BD, Spence BC, Gallagher J, et al. Regional anesthesia meets ultrasound: a specialty in transition. Acta Anaesthesiol Scand. 2008;52(4):456-466.
9. Ilfeld BM, Fredrickson MJ, Mariano ER. Ultrasound-guided perineural catheter insertion: three approaches but few illuminating data. Reg Anesth Pain Med. 2010;35(2):123-126.
10. Choi WI. Pneumothorax. Tuberc Respir Dis (Seoul). 2014;76(3):99-104.
11. Klaastad O, Sauter AR, Dodgson MS. Brachial plexus block with or without ultrasound guidance. Curr Opin Anaesthesiol. 2009;22(5):655-660.
12. Perlas A, Niazi A, McCartney C, Chan V, Xu D, Abbas S. The sensitivity of motor response to nerve stimulation and paresthesia for nerve localization as evaluated by ultrasound. Reg Anesth Pain Med. 2006;31(5):445-450.
13. Bryan NA, Swenson JD, Greis PE, Burks RT. Indwelling interscalene catheter use in an outpatient setting for shoulder surgery: technique, efficacy, and complications. J Shoulder Elbow Surg. 2007;16(4):388-395.
14. Mandim BL, Alves RR, Almeida R, Pontes JP, Arantes LJ, Morais FP. Pneumothorax post brachial plexus block guided by ultrasound: a case report. Rev Bras Anestesiol. 2012;62(5):741-747.
15. Dietzel DP, Ciullo JV. Spontaneous pneumothorax after shoulder arthroscopy: a report of four cases. Arthroscopy. 1996;12(1):99-102.
16. Lee HC, Dewan N, Crosby L. Subcutaneous emphysema, pneumomediastinum, and potentially life-threatening tension pneumothorax. Pulmonary complications from arthroscopic shoulder decompression. Chest. 1992;101(5):1265-1267.
Interscalene brachial plexus anesthesia is commonly used for arthroscopic and open procedures of the shoulder. This regional anesthetic targets the trunks of the brachial plexus and anesthetizes the area about the shoulder and proximal arm. Its use may obviate the need for concomitant general anesthesia, potentially reducing the use of postoperative intravenous and oral pain medication. Furthermore, patients often bypass the acute postoperative anesthesia care unit and proceed directly to the ambulatory unit, permitting earlier hospital discharge. Previous reports in the literature have demonstrated higher rates of neurologic, cardiac, and pulmonary complications from this procedure; in particular, the incidence of pneumothorax was reported as high as 3%.1 Techniques to localize the nerves, such as electrical nerve stimulation and, more recently, ultrasound guidance, have reduced these complication rates.2,3 Successful administration of the block has been shown to result in satisfactory postoperative pain relief.2 However, ultrasound-guided interscalene nerve blocks remain operator-dependent and complications may still occur.
We report a case of tension pneumothorax after arthroscopic rotator cuff repair and subacromial decompression with an ultrasound-guided interscalene block. Immediate recognition and treatment of this complication resulted in a good clinical outcome. The patient provided written informed consent for print and electronic publication of this case report.
Case Report
A 56-year-old woman presented with 3 months of right shoulder pain after a fall. Examination was pertinent for weakness in forward elevation and positive rotator cuff impingement signs. She remained symptomatic despite a course of nonsurgical management that included cortisone injections and physical therapy. Magnetic resonance imaging of the shoulder showed a full-thickness supraspinatus tear with minimal fatty atrophy. After a discussion of her treatment options, she elected to undergo an arthroscopic rotator cuff repair with subacromial decompression. An evaluation by her internist revealed no pertinent medical history apart from obesity (body mass index, 36). Specifically, there was no reported history of chronic obstructive pulmonary disease or asthma. She denied any prior cigarette smoking.
The patient was evaluated by the regional anesthesia team and was classified as a class 2 airway. An interscalene brachial plexus block was performed using a 2-inch, 22-gauge needle inserted into the interscalene groove. Using an out-of-plane technique under direct ultrasound guidance, 30 mL of 0.52% ropivacaine was injected. The block was considered successful, and no complications, such as resistance, paresthesias, pain, or blood on aspiration, were noted during injection. The patient had no complaints of chest pain or shortness of breath immediately afterward, and all vital signs were stable throughout the procedure.
The patient was brought to the operating room and placed in the beach-chair position. Induction for general anesthesia was started 15 minutes after the regional anesthetic, with 2 intubation attempts necessary because of poor airway visualization. After placement of the endotracheal tube, breath sounds were noted to be equal bilaterally. The arthroscopic procedure consisted of double-row rotator cuff repair, subacromial decompression, and débridement of the glenohumeral joint for synovitis, using standard arthroscopic portals. There were no difficulties with trocar placement, and bleeding was minimal throughout the case. The total surgical time was 150 minutes and a pump pressure of 30 mm Hg was maintained during the arthroscopy.
Within the first 60 minutes of the start of the arthroscopic procedure, the patient was noted to be intermittently hypotensive with mean arterial pressure (MAP) ranging from the 30s to 130s mm Hg and pulse in the 70 to 80 beats/min range. FiO2 in the 85% to 95% range was maintained throughout the procedure. During that time, 50 μg phenylephrine was administered on 4 separate occasions to maintain her blood pressure. The labile blood pressure was attributed by the anesthesiologist to the beach-chair position. During an attempted extubation upon conclusion of the surgery, the patient became hypotensive with MAP that ranged from the 40s to 60s mm Hg and tachycardic to 90 beats/min. The oxygen saturation was in the low 90s and tidal volume was poor. Absent lung sounds were noted on the right chest. An urgent portable chest radiograph showed a large right-sided tension pneumothorax with mediastinal shift (Figure 1). After an immediate general surgery consultation, a chest tube was placed in the operating room. The patient’s vital signs improved and a repeat chest radiograph revealed successful re-expansion of the lung (Figure 2). She was transferred to the acute postoperative anesthesia care unit and extubated in the intensive care unit later that day.
The patient’s chest tube was removed 2 days later and she was discharged home on hospital day 5 with a completely resolved pneumothorax. She was seen 1 week later in the office for a postoperative visit and reported feeling well without chest pain or shortness of breath.
Discussion
Interscalene brachial plexus anesthesia was first described by Winnie4 in 1970. This block targets the trunks of the brachial plexus, which are enclosed in a fascial sheath between the anterior and middle scalene muscles. In this region lie several structures at risk: the phrenic nerve superficially and inferiorly; the carotid sheath located superficially and medially; the subclavian artery parallel to the trunks; and the cupula of the lung that lies deep and inferior to the anterior scalene muscle. Recognized complications of the block include vocal hoarseness, Horner syndrome, and hemidiaphragmatic paresis caused by the temporary blockade of the ipsilateral recurrent laryngeal nerve, stellate ganglion, and phrenic nerve, in that order.5 Use of the interscalene block has been associated with minimal risk for pneumothorax, because the needle entry point is superior and directed away from the lung pleura.6 This is in contrast to the more inferiorly placed supraclavicular block, located in closer proximity to the lung cupula.5
Two different approaches are commonly used during ultrasound-guided nerve blocks. The in-plane approach generates a long-axis view of the needle by advancing the needle parallel with the long axis of the ultrasound probe. While this allows direct visualization of the needle tip, it requires deeper needle insertion from lateral to medial, causing puncture of the middle scalene muscle that may increase patient discomfort and risk nerve injury within the muscle.7 The out-of-plane approach used on our patient involves needle insertion parallel to the brachial plexus, but along the short axis of the ultrasound probe. Although this permits the operator to assess the periphery of the nerve, it may lead to poor needle-tip visualization during the procedure. As a result, operators often use a combination of tissue disturbance and “hydrolocation,” in which fluid is injected to indicate the needle-tip location.8,9
Tension pneumothorax represents the accumulation of air in the pleural space that leads to impaired pulmonary and cardiac function. It is often caused by disruption or puncture of the parietal or visceral pleura, creating a connection between the alveoli and pleural cavity. The gradual buildup of air in the pleural cavity results in increased intrapleural pressure, which compresses and ultimately collapses the ipsilateral lung. Venous compression restricts blood return to the heart and reduces cardiac output. Clinical manifestations include dyspnea, hypoxemia, tachycardia, and hypotension.10 Multiple techniques were developed to better localize the brachial plexus while reducing injury to nearby structures, including the lung. These include eliciting needle paresthesias, electrical nerve stimulation, and ultrasound guidance. While nerve stimulation was once the gold standard for brachial plexus localization, ultrasound guidance has gained in popularity because of its noninvasive nature and dynamic capability to identify nerves and surrounding structures.11 Perlas and colleagues12 determined the sensitivity of needle paresthesias and nerve stimulation to be 38% and 75%, respectively, in cases in which plexus localization had been confirmed by ultrasound.
Several studies have reported on the efficacy of interscalene nerve block with either nerve stimulation or ultrasound guidance in the setting of shoulder surgery.2,3 Bishop and colleagues3 reviewed 547 patients who underwent interscalene regional anesthesia with nerve stimulation for both arthroscopic and open-shoulder procedures. They reported a 97% success rate and 12 (2.3%) minor complications, including sensory neuropathy and complex regional pain syndrome. There were no cases of pneumothorax, cardiac events, or other major complications.3 In a prospective study of 1319 patients, Singh and colleagues2 reported a 99.6% success rate using ultrasound-guided interscalene blocks for their shoulder surgeries. A total of 38 adverse events (2.88%) were identified: 14 transient neurologic events, including ear numbness, digital numbness, and brachial plexitis; 1 case of intraoperative bradycardia, and 2 cancellations after the block for chest pain and flank pain, which yielded negative cardiac workups. Other complications included postoperative emergency room visits and hospital admissions for reasons unrelated to the block.2 Interscalene regional anesthesia, therefore, provides effective anesthesia for shoulder surgery with low complication rates.
Pneumothorax after ultrasound-guided interscalene block has rarely been reported.13,14 In a review of 144 ultrasound-guided indwelling interscalene catheter placements, a 98% successful block rate with a single complication of small pneumothorax after total shoulder arthroplasty was reported.13 Mandim and colleagues14 reported a case of pneumothorax in a smoker who underwent an ultrasound-guided brachial plexus block prior to open reduction and internal fixation of an ulnar fracture. While the patient was asymptomatic and vital signs remained stable during the procedure, the patient complained postoperatively of chest pain with hypoxia, tachycardia, and hypotension. A chest radiograph confirmed an ipsilateral pneumothorax, and the patient was treated successfully with chest-tube placement. The authors attributed this complication to a higher pleural dome resulting from a hyperinflated lung caused by chronic smoking. Our patient reported no history of smoking and her preoperative chest radiograph had no evidence of lung disease.
In contrast, several cases of pneumothorax after shoulder surgery have been reported in the absence of nerve block. Oldman and Peng1 reported a 41-year-old nonsmoker who underwent arthroscopic labral repair and subacromial decompression. The preoperative nerve block was cancelled, and the patient received general endotracheal anesthesia alone. Fifty minutes after the case, the patient developed chest pain and hypoxia. A chest radiograph showed a small pneumothorax that was managed conservatively. The pneumothorax was attributed to spontaneous rupture of a preexisting lung bulla, suggesting that blocks are not always the cause of this complication. Furthermore, Dietzel and Ciullo15 reported 4 cases of spontaneous pneumothorax within 24 hours of uncomplicated arthroscopic shoulder procedures under general anesthesia in the lateral decubitus position. The patient ages ranged from 22 to 38 years, and medical histories were all significant for preexisting lung disease, remote history of pneumonia, and heavy smoking. Three of the patients experienced symptoms at home the day after surgery. The authors concluded that these cases were likely caused by rupture of blebs or bullae from underlying lung disease; these ruptured blebs or bullae are difficult to detect and usually located in the upper lung. The pressure gradient from the positive pressure of anesthesia and the ipsilateral upper lung is thought to be highest in the lateral decubitus position, increasing their chance of rupture.15
Finally, Lee and colleagues16 described 3 patients aged 40 to 45 years who underwent uncomplicated subacromial decompression in the beach-chair position under general anesthesia. Significant shoulder, neck, and axillary swelling were noted after surgery, and a chest radiograph showed tension pneumothorax, subcutaneous emphysema, and pneumomediastinum. The authors speculated that pressure in the subacromial space may become negative relative to atmospheric pressure when the shaver and suction are running, drawing in air through other portals. When the suction is discontinued, fluid infusion may push air into the surrounding tissue, leading to subcutaneous emphysema, which may spread to the mediastinum.16
Conclusion
Ultrasound-guided interscalene nerve blocks have successfully provided anesthesia for shoulder surgeries with low complication rates. Although the incidence of pneumothorax has decreased significantly with ultrasound guidance, the success of this procedure is highly operator-dependent. We present the case of an otherwise healthy patient without known pulmonary disease who developed a tension pneumothorax after the administration of ultrasound-guided regional and general anesthesia for arthroscopic shoulder surgery. Orthopedic surgeons and anesthesiologists must remain vigilant for pneumothorax during the perioperative period after shoulder surgery performed under interscalene regional aesthesia, particularly in the setting of hypotension, hypoxia, and/or tachycardia. Risk factors, such as history of smoking and preexisting lung disease, may predispose patients to the development of pneumothorax. Timely recognition and placement of a chest tube result in satisfactory clinical outcomes.
Interscalene brachial plexus anesthesia is commonly used for arthroscopic and open procedures of the shoulder. This regional anesthetic targets the trunks of the brachial plexus and anesthetizes the area about the shoulder and proximal arm. Its use may obviate the need for concomitant general anesthesia, potentially reducing the use of postoperative intravenous and oral pain medication. Furthermore, patients often bypass the acute postoperative anesthesia care unit and proceed directly to the ambulatory unit, permitting earlier hospital discharge. Previous reports in the literature have demonstrated higher rates of neurologic, cardiac, and pulmonary complications from this procedure; in particular, the incidence of pneumothorax was reported as high as 3%.1 Techniques to localize the nerves, such as electrical nerve stimulation and, more recently, ultrasound guidance, have reduced these complication rates.2,3 Successful administration of the block has been shown to result in satisfactory postoperative pain relief.2 However, ultrasound-guided interscalene nerve blocks remain operator-dependent and complications may still occur.
We report a case of tension pneumothorax after arthroscopic rotator cuff repair and subacromial decompression with an ultrasound-guided interscalene block. Immediate recognition and treatment of this complication resulted in a good clinical outcome. The patient provided written informed consent for print and electronic publication of this case report.
Case Report
A 56-year-old woman presented with 3 months of right shoulder pain after a fall. Examination was pertinent for weakness in forward elevation and positive rotator cuff impingement signs. She remained symptomatic despite a course of nonsurgical management that included cortisone injections and physical therapy. Magnetic resonance imaging of the shoulder showed a full-thickness supraspinatus tear with minimal fatty atrophy. After a discussion of her treatment options, she elected to undergo an arthroscopic rotator cuff repair with subacromial decompression. An evaluation by her internist revealed no pertinent medical history apart from obesity (body mass index, 36). Specifically, there was no reported history of chronic obstructive pulmonary disease or asthma. She denied any prior cigarette smoking.
The patient was evaluated by the regional anesthesia team and was classified as a class 2 airway. An interscalene brachial plexus block was performed using a 2-inch, 22-gauge needle inserted into the interscalene groove. Using an out-of-plane technique under direct ultrasound guidance, 30 mL of 0.52% ropivacaine was injected. The block was considered successful, and no complications, such as resistance, paresthesias, pain, or blood on aspiration, were noted during injection. The patient had no complaints of chest pain or shortness of breath immediately afterward, and all vital signs were stable throughout the procedure.
The patient was brought to the operating room and placed in the beach-chair position. Induction for general anesthesia was started 15 minutes after the regional anesthetic, with 2 intubation attempts necessary because of poor airway visualization. After placement of the endotracheal tube, breath sounds were noted to be equal bilaterally. The arthroscopic procedure consisted of double-row rotator cuff repair, subacromial decompression, and débridement of the glenohumeral joint for synovitis, using standard arthroscopic portals. There were no difficulties with trocar placement, and bleeding was minimal throughout the case. The total surgical time was 150 minutes and a pump pressure of 30 mm Hg was maintained during the arthroscopy.
Within the first 60 minutes of the start of the arthroscopic procedure, the patient was noted to be intermittently hypotensive with mean arterial pressure (MAP) ranging from the 30s to 130s mm Hg and pulse in the 70 to 80 beats/min range. FiO2 in the 85% to 95% range was maintained throughout the procedure. During that time, 50 μg phenylephrine was administered on 4 separate occasions to maintain her blood pressure. The labile blood pressure was attributed by the anesthesiologist to the beach-chair position. During an attempted extubation upon conclusion of the surgery, the patient became hypotensive with MAP that ranged from the 40s to 60s mm Hg and tachycardic to 90 beats/min. The oxygen saturation was in the low 90s and tidal volume was poor. Absent lung sounds were noted on the right chest. An urgent portable chest radiograph showed a large right-sided tension pneumothorax with mediastinal shift (Figure 1). After an immediate general surgery consultation, a chest tube was placed in the operating room. The patient’s vital signs improved and a repeat chest radiograph revealed successful re-expansion of the lung (Figure 2). She was transferred to the acute postoperative anesthesia care unit and extubated in the intensive care unit later that day.
The patient’s chest tube was removed 2 days later and she was discharged home on hospital day 5 with a completely resolved pneumothorax. She was seen 1 week later in the office for a postoperative visit and reported feeling well without chest pain or shortness of breath.
Discussion
Interscalene brachial plexus anesthesia was first described by Winnie4 in 1970. This block targets the trunks of the brachial plexus, which are enclosed in a fascial sheath between the anterior and middle scalene muscles. In this region lie several structures at risk: the phrenic nerve superficially and inferiorly; the carotid sheath located superficially and medially; the subclavian artery parallel to the trunks; and the cupula of the lung that lies deep and inferior to the anterior scalene muscle. Recognized complications of the block include vocal hoarseness, Horner syndrome, and hemidiaphragmatic paresis caused by the temporary blockade of the ipsilateral recurrent laryngeal nerve, stellate ganglion, and phrenic nerve, in that order.5 Use of the interscalene block has been associated with minimal risk for pneumothorax, because the needle entry point is superior and directed away from the lung pleura.6 This is in contrast to the more inferiorly placed supraclavicular block, located in closer proximity to the lung cupula.5
Two different approaches are commonly used during ultrasound-guided nerve blocks. The in-plane approach generates a long-axis view of the needle by advancing the needle parallel with the long axis of the ultrasound probe. While this allows direct visualization of the needle tip, it requires deeper needle insertion from lateral to medial, causing puncture of the middle scalene muscle that may increase patient discomfort and risk nerve injury within the muscle.7 The out-of-plane approach used on our patient involves needle insertion parallel to the brachial plexus, but along the short axis of the ultrasound probe. Although this permits the operator to assess the periphery of the nerve, it may lead to poor needle-tip visualization during the procedure. As a result, operators often use a combination of tissue disturbance and “hydrolocation,” in which fluid is injected to indicate the needle-tip location.8,9
Tension pneumothorax represents the accumulation of air in the pleural space that leads to impaired pulmonary and cardiac function. It is often caused by disruption or puncture of the parietal or visceral pleura, creating a connection between the alveoli and pleural cavity. The gradual buildup of air in the pleural cavity results in increased intrapleural pressure, which compresses and ultimately collapses the ipsilateral lung. Venous compression restricts blood return to the heart and reduces cardiac output. Clinical manifestations include dyspnea, hypoxemia, tachycardia, and hypotension.10 Multiple techniques were developed to better localize the brachial plexus while reducing injury to nearby structures, including the lung. These include eliciting needle paresthesias, electrical nerve stimulation, and ultrasound guidance. While nerve stimulation was once the gold standard for brachial plexus localization, ultrasound guidance has gained in popularity because of its noninvasive nature and dynamic capability to identify nerves and surrounding structures.11 Perlas and colleagues12 determined the sensitivity of needle paresthesias and nerve stimulation to be 38% and 75%, respectively, in cases in which plexus localization had been confirmed by ultrasound.
Several studies have reported on the efficacy of interscalene nerve block with either nerve stimulation or ultrasound guidance in the setting of shoulder surgery.2,3 Bishop and colleagues3 reviewed 547 patients who underwent interscalene regional anesthesia with nerve stimulation for both arthroscopic and open-shoulder procedures. They reported a 97% success rate and 12 (2.3%) minor complications, including sensory neuropathy and complex regional pain syndrome. There were no cases of pneumothorax, cardiac events, or other major complications.3 In a prospective study of 1319 patients, Singh and colleagues2 reported a 99.6% success rate using ultrasound-guided interscalene blocks for their shoulder surgeries. A total of 38 adverse events (2.88%) were identified: 14 transient neurologic events, including ear numbness, digital numbness, and brachial plexitis; 1 case of intraoperative bradycardia, and 2 cancellations after the block for chest pain and flank pain, which yielded negative cardiac workups. Other complications included postoperative emergency room visits and hospital admissions for reasons unrelated to the block.2 Interscalene regional anesthesia, therefore, provides effective anesthesia for shoulder surgery with low complication rates.
Pneumothorax after ultrasound-guided interscalene block has rarely been reported.13,14 In a review of 144 ultrasound-guided indwelling interscalene catheter placements, a 98% successful block rate with a single complication of small pneumothorax after total shoulder arthroplasty was reported.13 Mandim and colleagues14 reported a case of pneumothorax in a smoker who underwent an ultrasound-guided brachial plexus block prior to open reduction and internal fixation of an ulnar fracture. While the patient was asymptomatic and vital signs remained stable during the procedure, the patient complained postoperatively of chest pain with hypoxia, tachycardia, and hypotension. A chest radiograph confirmed an ipsilateral pneumothorax, and the patient was treated successfully with chest-tube placement. The authors attributed this complication to a higher pleural dome resulting from a hyperinflated lung caused by chronic smoking. Our patient reported no history of smoking and her preoperative chest radiograph had no evidence of lung disease.
In contrast, several cases of pneumothorax after shoulder surgery have been reported in the absence of nerve block. Oldman and Peng1 reported a 41-year-old nonsmoker who underwent arthroscopic labral repair and subacromial decompression. The preoperative nerve block was cancelled, and the patient received general endotracheal anesthesia alone. Fifty minutes after the case, the patient developed chest pain and hypoxia. A chest radiograph showed a small pneumothorax that was managed conservatively. The pneumothorax was attributed to spontaneous rupture of a preexisting lung bulla, suggesting that blocks are not always the cause of this complication. Furthermore, Dietzel and Ciullo15 reported 4 cases of spontaneous pneumothorax within 24 hours of uncomplicated arthroscopic shoulder procedures under general anesthesia in the lateral decubitus position. The patient ages ranged from 22 to 38 years, and medical histories were all significant for preexisting lung disease, remote history of pneumonia, and heavy smoking. Three of the patients experienced symptoms at home the day after surgery. The authors concluded that these cases were likely caused by rupture of blebs or bullae from underlying lung disease; these ruptured blebs or bullae are difficult to detect and usually located in the upper lung. The pressure gradient from the positive pressure of anesthesia and the ipsilateral upper lung is thought to be highest in the lateral decubitus position, increasing their chance of rupture.15
Finally, Lee and colleagues16 described 3 patients aged 40 to 45 years who underwent uncomplicated subacromial decompression in the beach-chair position under general anesthesia. Significant shoulder, neck, and axillary swelling were noted after surgery, and a chest radiograph showed tension pneumothorax, subcutaneous emphysema, and pneumomediastinum. The authors speculated that pressure in the subacromial space may become negative relative to atmospheric pressure when the shaver and suction are running, drawing in air through other portals. When the suction is discontinued, fluid infusion may push air into the surrounding tissue, leading to subcutaneous emphysema, which may spread to the mediastinum.16
Conclusion
Ultrasound-guided interscalene nerve blocks have successfully provided anesthesia for shoulder surgeries with low complication rates. Although the incidence of pneumothorax has decreased significantly with ultrasound guidance, the success of this procedure is highly operator-dependent. We present the case of an otherwise healthy patient without known pulmonary disease who developed a tension pneumothorax after the administration of ultrasound-guided regional and general anesthesia for arthroscopic shoulder surgery. Orthopedic surgeons and anesthesiologists must remain vigilant for pneumothorax during the perioperative period after shoulder surgery performed under interscalene regional aesthesia, particularly in the setting of hypotension, hypoxia, and/or tachycardia. Risk factors, such as history of smoking and preexisting lung disease, may predispose patients to the development of pneumothorax. Timely recognition and placement of a chest tube result in satisfactory clinical outcomes.
1. Oldman M, Peng Pi P. Pneumothorax after shoulder arthroscopy: don’t blame it on regional anesthesia. Reg Anesth Pain Med. 2004;29(4):382-383.
2. Singh A, Kelly C, O’Brien T, Wilson J, Warner JJ. Ultrasound-guided interscalene block anesthesia for shoulder arthroscopy: a prospective study of 1319 patients. J Bone Joint Surg Am. 2012;94(22):2040-2046.
3. Bishop JY, Sprague M, Gelber J, et al. Interscalene regional anesthesia for shoulder surgery. J Bone Joint Surg Am. 2005;87(5):974-979.
4. Winnie AP. Interscalene brachial plexus block. Anesth Analg. 1970;49(3):455-466.
5. Mian A, Chaudhry I, Huang R, Rizk E, Tubbs RS, Loukas M. Brachial plexus anesthesia: a review of the relevant anatomy, complications, and anatomical variations. Clin Anat. 2014;27(2):210-221.
6. Brown AR, Weiss R, Greenberg C, Flatow EL, Bigliani LU. Interscalene block for shoulder arthroscopy: comparison with general anesthesia. Arthroscopy. 1993;9(3):295-300.
7. Marhofer P, Harrop-Griffiths W, Willschke H, Kirchmair L. Fifteen years of ultrasound guidance in regional anaesthesia: Part 2 - recent developments in block techniques. Br J Anaesth. 2010;104(6):673-683.
8. Sites BD, Spence BC, Gallagher J, et al. Regional anesthesia meets ultrasound: a specialty in transition. Acta Anaesthesiol Scand. 2008;52(4):456-466.
9. Ilfeld BM, Fredrickson MJ, Mariano ER. Ultrasound-guided perineural catheter insertion: three approaches but few illuminating data. Reg Anesth Pain Med. 2010;35(2):123-126.
10. Choi WI. Pneumothorax. Tuberc Respir Dis (Seoul). 2014;76(3):99-104.
11. Klaastad O, Sauter AR, Dodgson MS. Brachial plexus block with or without ultrasound guidance. Curr Opin Anaesthesiol. 2009;22(5):655-660.
12. Perlas A, Niazi A, McCartney C, Chan V, Xu D, Abbas S. The sensitivity of motor response to nerve stimulation and paresthesia for nerve localization as evaluated by ultrasound. Reg Anesth Pain Med. 2006;31(5):445-450.
13. Bryan NA, Swenson JD, Greis PE, Burks RT. Indwelling interscalene catheter use in an outpatient setting for shoulder surgery: technique, efficacy, and complications. J Shoulder Elbow Surg. 2007;16(4):388-395.
14. Mandim BL, Alves RR, Almeida R, Pontes JP, Arantes LJ, Morais FP. Pneumothorax post brachial plexus block guided by ultrasound: a case report. Rev Bras Anestesiol. 2012;62(5):741-747.
15. Dietzel DP, Ciullo JV. Spontaneous pneumothorax after shoulder arthroscopy: a report of four cases. Arthroscopy. 1996;12(1):99-102.
16. Lee HC, Dewan N, Crosby L. Subcutaneous emphysema, pneumomediastinum, and potentially life-threatening tension pneumothorax. Pulmonary complications from arthroscopic shoulder decompression. Chest. 1992;101(5):1265-1267.
1. Oldman M, Peng Pi P. Pneumothorax after shoulder arthroscopy: don’t blame it on regional anesthesia. Reg Anesth Pain Med. 2004;29(4):382-383.
2. Singh A, Kelly C, O’Brien T, Wilson J, Warner JJ. Ultrasound-guided interscalene block anesthesia for shoulder arthroscopy: a prospective study of 1319 patients. J Bone Joint Surg Am. 2012;94(22):2040-2046.
3. Bishop JY, Sprague M, Gelber J, et al. Interscalene regional anesthesia for shoulder surgery. J Bone Joint Surg Am. 2005;87(5):974-979.
4. Winnie AP. Interscalene brachial plexus block. Anesth Analg. 1970;49(3):455-466.
5. Mian A, Chaudhry I, Huang R, Rizk E, Tubbs RS, Loukas M. Brachial plexus anesthesia: a review of the relevant anatomy, complications, and anatomical variations. Clin Anat. 2014;27(2):210-221.
6. Brown AR, Weiss R, Greenberg C, Flatow EL, Bigliani LU. Interscalene block for shoulder arthroscopy: comparison with general anesthesia. Arthroscopy. 1993;9(3):295-300.
7. Marhofer P, Harrop-Griffiths W, Willschke H, Kirchmair L. Fifteen years of ultrasound guidance in regional anaesthesia: Part 2 - recent developments in block techniques. Br J Anaesth. 2010;104(6):673-683.
8. Sites BD, Spence BC, Gallagher J, et al. Regional anesthesia meets ultrasound: a specialty in transition. Acta Anaesthesiol Scand. 2008;52(4):456-466.
9. Ilfeld BM, Fredrickson MJ, Mariano ER. Ultrasound-guided perineural catheter insertion: three approaches but few illuminating data. Reg Anesth Pain Med. 2010;35(2):123-126.
10. Choi WI. Pneumothorax. Tuberc Respir Dis (Seoul). 2014;76(3):99-104.
11. Klaastad O, Sauter AR, Dodgson MS. Brachial plexus block with or without ultrasound guidance. Curr Opin Anaesthesiol. 2009;22(5):655-660.
12. Perlas A, Niazi A, McCartney C, Chan V, Xu D, Abbas S. The sensitivity of motor response to nerve stimulation and paresthesia for nerve localization as evaluated by ultrasound. Reg Anesth Pain Med. 2006;31(5):445-450.
13. Bryan NA, Swenson JD, Greis PE, Burks RT. Indwelling interscalene catheter use in an outpatient setting for shoulder surgery: technique, efficacy, and complications. J Shoulder Elbow Surg. 2007;16(4):388-395.
14. Mandim BL, Alves RR, Almeida R, Pontes JP, Arantes LJ, Morais FP. Pneumothorax post brachial plexus block guided by ultrasound: a case report. Rev Bras Anestesiol. 2012;62(5):741-747.
15. Dietzel DP, Ciullo JV. Spontaneous pneumothorax after shoulder arthroscopy: a report of four cases. Arthroscopy. 1996;12(1):99-102.
16. Lee HC, Dewan N, Crosby L. Subcutaneous emphysema, pneumomediastinum, and potentially life-threatening tension pneumothorax. Pulmonary complications from arthroscopic shoulder decompression. Chest. 1992;101(5):1265-1267.
Osteoid Osteoma of the Talar Neck With Subacute Presentation
Osteoid osteoma of the talar neck is an unusual clinical condition that is often overlooked on initial assessment of patients with ankle pain. Here, we present a case report of an adolescent male with talar neck osteoid osteoma who reported persistent pain after an injury. We discuss the differential diagnosis of persistent anterior ankle pain and assess the treatment options for osteoid osteoma of the talar neck. The patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A 13-year-old boy presented to our clinic 3 months after a right ankle sprain. He had visited the emergency department at the time of injury; radiographs of the ankle were reported negative for fractures, dislocations, or bone pathologies. He was treated conservatively with elastic support, icing, rest, elevation, and weight-bearing as tolerated. Upon presentation to our office, his pain involved the entire ankle joint. He had not put weight on it since the injury. On examination, he had a significant limp, anteromedial swelling, and tenderness over the ankle joint anteromedially. His neurologic and vascular examinations were normal.
His plain radiographs showed a cystic mass, located at the dorsal aspect of the talar neck (Figures 1A, 1B). Computed tomography (CT) showed a round lucent lesion involving the superior aspect of the talar neck, measuring 9 mm by 6 mm. A sclerotic radiodense focus was evident in the center (Figures 2A, 2B). Noncontrast multiplanar, multisequence magnetic resonance imaging (MRI) showed abnormal edema throughout the talus and a 9-mm rounded ossicle overlying the superior margin of the neck of the talus (Figures 3A, 3B).
Differential Diagnosis
The differential diagnosis for anterior ankle pain includes ankle sprain, monoarticular arthritis, anterior ankle impingement, and talar neck fractures. Other related findings include the presence of a talar ridge and a talar beak.
Ankle sprains are very common injuries. The mainstay treatment consists of ice, resting, elevation, and elastic or semirigid support, and patients usually recover over the course of a few weeks. These sprains are typically injuries of the lateral or medial ligaments of the ankle. Extension of a ligament tear across the anterior capsule can explain persistent anterior ankle pain. The presence of a bony lesion on plain radiographs, however, makes the diagnosis of an ankle sprain, with or without extension into the anterior capsule, less likely.
Monoarticular arthritis, which may present in the ankle and has a wide differential diagnosis, usually involves the whole joint.
Anterior ankle impingement typically occurs in athletes who participate in sports that involve kicking. It can be a bony or soft-tissue impingent. Clinically, patients present with pain and loss of motion, specifically dorsiflexion.
Talar neck fractures are usually the result of high-energy trauma. Stress fractures of the neck of the talus are uncommon and are associated with a recent sudden increase in physical activity, such as running, dancing, or military training. Radiographs, CT scans, and MRI help define the fracture line.
The talar ridge is the site of capsular and ligamentous attachment on the superior aspect of the talar neck and may become hypertrophic in athletes. A hypertrophic talar ridge is asymptomatic and is not considered a pathologic finding on radiographs.
The talar beak, a flaring of the anterosuperior aspect of the talar head, is an indirect sign of tarsal coalition. When symptomatic, patients complain of subtalar symptoms, typically pain and limitation of motion. It usually does not present acutely.
Treatment
We offered the patient surgical excision, and his guardian consented to left ankle arthroscopy. We performed synovectomy using a combination of 3.5-mm shaver and radiofrequency probe. We identified the mass: round, soft, and located at the superior-medial aspect of the talar neck. We removed it in piecemeal fashion using manual arthroscopic instruments, and cauterized its base using the radiofrequency probe. We allowed the patient weight-bearing as tolerated starting the day after surgery.
We submitted the specimen for pathologic evaluation (Figure 4). It consisted of multiple pieces of tan/brown tissue. Histologic examination showed benign osteoblastic proliferation composed of anastomosing bony trabeculae with variable mineralization, lined by plump osteoblasts, within vascularized connective tissue; benign giant cells were present, consistent with a nidus of an osteoid osteoma.
On the first postoperative visit, the patient was pain-free and bearing weight with crutches. He was gradually weaned from his crutches and returned to full weight-bearing over the next 4 weeks. At 12-month follow-up, he was symptom-free with good range of motion and full return to previous level of activity.
Discussion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in a few case series2-7 and is associated with a typical nidus that can be identified on CT scans. It does not present acutely, however. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. However, this presentation is not universal and is frequently missed.2
Juxta-articular osteoid osteomas in the ankle and foot can be difficult to diagnose. The most common site is the talus.3 The majority of patients link their pain to a remote ankle injury. The time delay to diagnosis is on average 2.5 years, but it can be as long as 10 years.4-6 A CT scan is the best method to identify the nidus; MRI can be misleading if it shows only marrow edema but not a nidus.4,5,7 In our patient, an injury was documented, and the patient denied prior symptoms. We cannot explain how an injury would trigger the formation of an osteoid osteoma or cause a previously asymptomatic osteoid osteoma to become symptomatic.
Medical treatment with nonsteroidal anti-inflammatory drugs has been used but is reported to take 2 to 4 years for resolution of symptoms; many patients may consider the treatment time frame too long when other alternatives are available.8 These include open resection, arthroscopic resection, and image-guided ablation. Open surgical techniques include en bloc resection and curettage. Bone grafting or internal fixation may be performed as needed. Arthroscopic excision of juxta-articular osteoid osteomas offers the advantages of good visualization and avoidance of soft-tissue dissection, and allows for complete excision of the lesion as well as synovectomy.6,9,10 Arthroscopic excision also allows for quicker rehabilitation. Image-guided ablation, such as radionuclide-guided excision, CT-guided thermal ablation, and laser photocoagulation, may be even less invasive but do not allow for direct visualization, complete resection, and biopsy.11
Conclusion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in multiple case series and is associated with a typical nidus that can be identified on CT scans. Usually, it does not present acutely. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. This presentation is not universal, however, and is frequently missed, especially when the pain is associated with a prior injury.2 Arthroscopic exploration of the ankle with resection of subperiosteal osteoid osteoma and the associated synovitis using thermal ablation of the base with radiofrequency offers lasting cure with minimal morbidity.
1. Edeiken J, DePalma AF, Hodes PJ. Osteoid osteoma. Clin Orthop Relat Res. 1966;49:201-206.
2. El Rayes MA, El Kordy S. Osteoid osteoma of the talus. Foot. 2003;13(3):166–168.
3. Capanna R, Van Horn JR, Ayala A, Picci P, Bettelli G. Osteoid osteoma and osteoblastoma of the talus. A report of 40 cases. Skeletal Radiol. 1986;15(5):360-364.
4. Chuang SY, Wang SJ, Au MK, Huang GS. Osteoid osteoma in talar neck: a report of two cases. Foot Ankle Int. 1998;19(1):44-47.
5. Snow SW, Sobel M, DiCarlo EF, Thompson FM, Deland JT. Chronic ankle pain caused by osteoid osteoma of the neck of the talus. Foot Ankle Int. 1997;18(2):98-101.
6. Yercan HS, Okcu G, Őzalp T, Ősiç U. Arthroscopic removal of the osteoid osteoma on the neck of the talus. Knee Surg Sports Traumatol Arthrosc. 2004;12(3):246-249.
7. Mazlout O, Saudan M, Ladeb MF, Garcia JF, Bianchi S. Osteoid osteoma of the talar neck: a diagnostic challenge. Eur J Radiol Extra. 2004;49(2):67-70.
8. Kneisl JS, Simon MA. Medical management compared with operative treatment for osteoid-osteoma. J Bone Joint Surg Am. 1992;74(2):179-185.
9. Bojanić I, Orlić D, Ivković A. Arthroscopic removal of a juxtaarticular osteoid osteoma of the talar neck. J Foot Ankle Surg. 2003;42(6):359-362.
10. Tüzüner S, Aydin AT. Arthroscopic removal of an osteoid osteoma at talar neck. Arthroscopy. 1998;14(4):405-409.
11. Amendola A, Vellet D, Willits K. Osteoid osteoma of the neck of the talus: percutaneous, computed tomography-guided technique for complete excision. Foot Ankle Int. 1994;15(8):429-432.
Osteoid osteoma of the talar neck is an unusual clinical condition that is often overlooked on initial assessment of patients with ankle pain. Here, we present a case report of an adolescent male with talar neck osteoid osteoma who reported persistent pain after an injury. We discuss the differential diagnosis of persistent anterior ankle pain and assess the treatment options for osteoid osteoma of the talar neck. The patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A 13-year-old boy presented to our clinic 3 months after a right ankle sprain. He had visited the emergency department at the time of injury; radiographs of the ankle were reported negative for fractures, dislocations, or bone pathologies. He was treated conservatively with elastic support, icing, rest, elevation, and weight-bearing as tolerated. Upon presentation to our office, his pain involved the entire ankle joint. He had not put weight on it since the injury. On examination, he had a significant limp, anteromedial swelling, and tenderness over the ankle joint anteromedially. His neurologic and vascular examinations were normal.
His plain radiographs showed a cystic mass, located at the dorsal aspect of the talar neck (Figures 1A, 1B). Computed tomography (CT) showed a round lucent lesion involving the superior aspect of the talar neck, measuring 9 mm by 6 mm. A sclerotic radiodense focus was evident in the center (Figures 2A, 2B). Noncontrast multiplanar, multisequence magnetic resonance imaging (MRI) showed abnormal edema throughout the talus and a 9-mm rounded ossicle overlying the superior margin of the neck of the talus (Figures 3A, 3B).
Differential Diagnosis
The differential diagnosis for anterior ankle pain includes ankle sprain, monoarticular arthritis, anterior ankle impingement, and talar neck fractures. Other related findings include the presence of a talar ridge and a talar beak.
Ankle sprains are very common injuries. The mainstay treatment consists of ice, resting, elevation, and elastic or semirigid support, and patients usually recover over the course of a few weeks. These sprains are typically injuries of the lateral or medial ligaments of the ankle. Extension of a ligament tear across the anterior capsule can explain persistent anterior ankle pain. The presence of a bony lesion on plain radiographs, however, makes the diagnosis of an ankle sprain, with or without extension into the anterior capsule, less likely.
Monoarticular arthritis, which may present in the ankle and has a wide differential diagnosis, usually involves the whole joint.
Anterior ankle impingement typically occurs in athletes who participate in sports that involve kicking. It can be a bony or soft-tissue impingent. Clinically, patients present with pain and loss of motion, specifically dorsiflexion.
Talar neck fractures are usually the result of high-energy trauma. Stress fractures of the neck of the talus are uncommon and are associated with a recent sudden increase in physical activity, such as running, dancing, or military training. Radiographs, CT scans, and MRI help define the fracture line.
The talar ridge is the site of capsular and ligamentous attachment on the superior aspect of the talar neck and may become hypertrophic in athletes. A hypertrophic talar ridge is asymptomatic and is not considered a pathologic finding on radiographs.
The talar beak, a flaring of the anterosuperior aspect of the talar head, is an indirect sign of tarsal coalition. When symptomatic, patients complain of subtalar symptoms, typically pain and limitation of motion. It usually does not present acutely.
Treatment
We offered the patient surgical excision, and his guardian consented to left ankle arthroscopy. We performed synovectomy using a combination of 3.5-mm shaver and radiofrequency probe. We identified the mass: round, soft, and located at the superior-medial aspect of the talar neck. We removed it in piecemeal fashion using manual arthroscopic instruments, and cauterized its base using the radiofrequency probe. We allowed the patient weight-bearing as tolerated starting the day after surgery.
We submitted the specimen for pathologic evaluation (Figure 4). It consisted of multiple pieces of tan/brown tissue. Histologic examination showed benign osteoblastic proliferation composed of anastomosing bony trabeculae with variable mineralization, lined by plump osteoblasts, within vascularized connective tissue; benign giant cells were present, consistent with a nidus of an osteoid osteoma.
On the first postoperative visit, the patient was pain-free and bearing weight with crutches. He was gradually weaned from his crutches and returned to full weight-bearing over the next 4 weeks. At 12-month follow-up, he was symptom-free with good range of motion and full return to previous level of activity.
Discussion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in a few case series2-7 and is associated with a typical nidus that can be identified on CT scans. It does not present acutely, however. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. However, this presentation is not universal and is frequently missed.2
Juxta-articular osteoid osteomas in the ankle and foot can be difficult to diagnose. The most common site is the talus.3 The majority of patients link their pain to a remote ankle injury. The time delay to diagnosis is on average 2.5 years, but it can be as long as 10 years.4-6 A CT scan is the best method to identify the nidus; MRI can be misleading if it shows only marrow edema but not a nidus.4,5,7 In our patient, an injury was documented, and the patient denied prior symptoms. We cannot explain how an injury would trigger the formation of an osteoid osteoma or cause a previously asymptomatic osteoid osteoma to become symptomatic.
Medical treatment with nonsteroidal anti-inflammatory drugs has been used but is reported to take 2 to 4 years for resolution of symptoms; many patients may consider the treatment time frame too long when other alternatives are available.8 These include open resection, arthroscopic resection, and image-guided ablation. Open surgical techniques include en bloc resection and curettage. Bone grafting or internal fixation may be performed as needed. Arthroscopic excision of juxta-articular osteoid osteomas offers the advantages of good visualization and avoidance of soft-tissue dissection, and allows for complete excision of the lesion as well as synovectomy.6,9,10 Arthroscopic excision also allows for quicker rehabilitation. Image-guided ablation, such as radionuclide-guided excision, CT-guided thermal ablation, and laser photocoagulation, may be even less invasive but do not allow for direct visualization, complete resection, and biopsy.11
Conclusion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in multiple case series and is associated with a typical nidus that can be identified on CT scans. Usually, it does not present acutely. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. This presentation is not universal, however, and is frequently missed, especially when the pain is associated with a prior injury.2 Arthroscopic exploration of the ankle with resection of subperiosteal osteoid osteoma and the associated synovitis using thermal ablation of the base with radiofrequency offers lasting cure with minimal morbidity.
Osteoid osteoma of the talar neck is an unusual clinical condition that is often overlooked on initial assessment of patients with ankle pain. Here, we present a case report of an adolescent male with talar neck osteoid osteoma who reported persistent pain after an injury. We discuss the differential diagnosis of persistent anterior ankle pain and assess the treatment options for osteoid osteoma of the talar neck. The patient’s guardian provided written informed consent for print and electronic publication of this case report.
Case Report
A 13-year-old boy presented to our clinic 3 months after a right ankle sprain. He had visited the emergency department at the time of injury; radiographs of the ankle were reported negative for fractures, dislocations, or bone pathologies. He was treated conservatively with elastic support, icing, rest, elevation, and weight-bearing as tolerated. Upon presentation to our office, his pain involved the entire ankle joint. He had not put weight on it since the injury. On examination, he had a significant limp, anteromedial swelling, and tenderness over the ankle joint anteromedially. His neurologic and vascular examinations were normal.
His plain radiographs showed a cystic mass, located at the dorsal aspect of the talar neck (Figures 1A, 1B). Computed tomography (CT) showed a round lucent lesion involving the superior aspect of the talar neck, measuring 9 mm by 6 mm. A sclerotic radiodense focus was evident in the center (Figures 2A, 2B). Noncontrast multiplanar, multisequence magnetic resonance imaging (MRI) showed abnormal edema throughout the talus and a 9-mm rounded ossicle overlying the superior margin of the neck of the talus (Figures 3A, 3B).
Differential Diagnosis
The differential diagnosis for anterior ankle pain includes ankle sprain, monoarticular arthritis, anterior ankle impingement, and talar neck fractures. Other related findings include the presence of a talar ridge and a talar beak.
Ankle sprains are very common injuries. The mainstay treatment consists of ice, resting, elevation, and elastic or semirigid support, and patients usually recover over the course of a few weeks. These sprains are typically injuries of the lateral or medial ligaments of the ankle. Extension of a ligament tear across the anterior capsule can explain persistent anterior ankle pain. The presence of a bony lesion on plain radiographs, however, makes the diagnosis of an ankle sprain, with or without extension into the anterior capsule, less likely.
Monoarticular arthritis, which may present in the ankle and has a wide differential diagnosis, usually involves the whole joint.
Anterior ankle impingement typically occurs in athletes who participate in sports that involve kicking. It can be a bony or soft-tissue impingent. Clinically, patients present with pain and loss of motion, specifically dorsiflexion.
Talar neck fractures are usually the result of high-energy trauma. Stress fractures of the neck of the talus are uncommon and are associated with a recent sudden increase in physical activity, such as running, dancing, or military training. Radiographs, CT scans, and MRI help define the fracture line.
The talar ridge is the site of capsular and ligamentous attachment on the superior aspect of the talar neck and may become hypertrophic in athletes. A hypertrophic talar ridge is asymptomatic and is not considered a pathologic finding on radiographs.
The talar beak, a flaring of the anterosuperior aspect of the talar head, is an indirect sign of tarsal coalition. When symptomatic, patients complain of subtalar symptoms, typically pain and limitation of motion. It usually does not present acutely.
Treatment
We offered the patient surgical excision, and his guardian consented to left ankle arthroscopy. We performed synovectomy using a combination of 3.5-mm shaver and radiofrequency probe. We identified the mass: round, soft, and located at the superior-medial aspect of the talar neck. We removed it in piecemeal fashion using manual arthroscopic instruments, and cauterized its base using the radiofrequency probe. We allowed the patient weight-bearing as tolerated starting the day after surgery.
We submitted the specimen for pathologic evaluation (Figure 4). It consisted of multiple pieces of tan/brown tissue. Histologic examination showed benign osteoblastic proliferation composed of anastomosing bony trabeculae with variable mineralization, lined by plump osteoblasts, within vascularized connective tissue; benign giant cells were present, consistent with a nidus of an osteoid osteoma.
On the first postoperative visit, the patient was pain-free and bearing weight with crutches. He was gradually weaned from his crutches and returned to full weight-bearing over the next 4 weeks. At 12-month follow-up, he was symptom-free with good range of motion and full return to previous level of activity.
Discussion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in a few case series2-7 and is associated with a typical nidus that can be identified on CT scans. It does not present acutely, however. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. However, this presentation is not universal and is frequently missed.2
Juxta-articular osteoid osteomas in the ankle and foot can be difficult to diagnose. The most common site is the talus.3 The majority of patients link their pain to a remote ankle injury. The time delay to diagnosis is on average 2.5 years, but it can be as long as 10 years.4-6 A CT scan is the best method to identify the nidus; MRI can be misleading if it shows only marrow edema but not a nidus.4,5,7 In our patient, an injury was documented, and the patient denied prior symptoms. We cannot explain how an injury would trigger the formation of an osteoid osteoma or cause a previously asymptomatic osteoid osteoma to become symptomatic.
Medical treatment with nonsteroidal anti-inflammatory drugs has been used but is reported to take 2 to 4 years for resolution of symptoms; many patients may consider the treatment time frame too long when other alternatives are available.8 These include open resection, arthroscopic resection, and image-guided ablation. Open surgical techniques include en bloc resection and curettage. Bone grafting or internal fixation may be performed as needed. Arthroscopic excision of juxta-articular osteoid osteomas offers the advantages of good visualization and avoidance of soft-tissue dissection, and allows for complete excision of the lesion as well as synovectomy.6,9,10 Arthroscopic excision also allows for quicker rehabilitation. Image-guided ablation, such as radionuclide-guided excision, CT-guided thermal ablation, and laser photocoagulation, may be even less invasive but do not allow for direct visualization, complete resection, and biopsy.11
Conclusion
Osteoid osteoma is a small, benign, well-circumscribed osteoblastic cortical lesion, typically identified in long bones or, less frequently, in the subperiosteal region.1 It often affects adolescents. Osteoid osteoma has been described in the talus in multiple case series and is associated with a typical nidus that can be identified on CT scans. Usually, it does not present acutely. The typical presentation for osteoid osteoma is bone pain at night that responds to nonsteroidal anti-inflammatory drugs. This presentation is not universal, however, and is frequently missed, especially when the pain is associated with a prior injury.2 Arthroscopic exploration of the ankle with resection of subperiosteal osteoid osteoma and the associated synovitis using thermal ablation of the base with radiofrequency offers lasting cure with minimal morbidity.
1. Edeiken J, DePalma AF, Hodes PJ. Osteoid osteoma. Clin Orthop Relat Res. 1966;49:201-206.
2. El Rayes MA, El Kordy S. Osteoid osteoma of the talus. Foot. 2003;13(3):166–168.
3. Capanna R, Van Horn JR, Ayala A, Picci P, Bettelli G. Osteoid osteoma and osteoblastoma of the talus. A report of 40 cases. Skeletal Radiol. 1986;15(5):360-364.
4. Chuang SY, Wang SJ, Au MK, Huang GS. Osteoid osteoma in talar neck: a report of two cases. Foot Ankle Int. 1998;19(1):44-47.
5. Snow SW, Sobel M, DiCarlo EF, Thompson FM, Deland JT. Chronic ankle pain caused by osteoid osteoma of the neck of the talus. Foot Ankle Int. 1997;18(2):98-101.
6. Yercan HS, Okcu G, Őzalp T, Ősiç U. Arthroscopic removal of the osteoid osteoma on the neck of the talus. Knee Surg Sports Traumatol Arthrosc. 2004;12(3):246-249.
7. Mazlout O, Saudan M, Ladeb MF, Garcia JF, Bianchi S. Osteoid osteoma of the talar neck: a diagnostic challenge. Eur J Radiol Extra. 2004;49(2):67-70.
8. Kneisl JS, Simon MA. Medical management compared with operative treatment for osteoid-osteoma. J Bone Joint Surg Am. 1992;74(2):179-185.
9. Bojanić I, Orlić D, Ivković A. Arthroscopic removal of a juxtaarticular osteoid osteoma of the talar neck. J Foot Ankle Surg. 2003;42(6):359-362.
10. Tüzüner S, Aydin AT. Arthroscopic removal of an osteoid osteoma at talar neck. Arthroscopy. 1998;14(4):405-409.
11. Amendola A, Vellet D, Willits K. Osteoid osteoma of the neck of the talus: percutaneous, computed tomography-guided technique for complete excision. Foot Ankle Int. 1994;15(8):429-432.
1. Edeiken J, DePalma AF, Hodes PJ. Osteoid osteoma. Clin Orthop Relat Res. 1966;49:201-206.
2. El Rayes MA, El Kordy S. Osteoid osteoma of the talus. Foot. 2003;13(3):166–168.
3. Capanna R, Van Horn JR, Ayala A, Picci P, Bettelli G. Osteoid osteoma and osteoblastoma of the talus. A report of 40 cases. Skeletal Radiol. 1986;15(5):360-364.
4. Chuang SY, Wang SJ, Au MK, Huang GS. Osteoid osteoma in talar neck: a report of two cases. Foot Ankle Int. 1998;19(1):44-47.
5. Snow SW, Sobel M, DiCarlo EF, Thompson FM, Deland JT. Chronic ankle pain caused by osteoid osteoma of the neck of the talus. Foot Ankle Int. 1997;18(2):98-101.
6. Yercan HS, Okcu G, Őzalp T, Ősiç U. Arthroscopic removal of the osteoid osteoma on the neck of the talus. Knee Surg Sports Traumatol Arthrosc. 2004;12(3):246-249.
7. Mazlout O, Saudan M, Ladeb MF, Garcia JF, Bianchi S. Osteoid osteoma of the talar neck: a diagnostic challenge. Eur J Radiol Extra. 2004;49(2):67-70.
8. Kneisl JS, Simon MA. Medical management compared with operative treatment for osteoid-osteoma. J Bone Joint Surg Am. 1992;74(2):179-185.
9. Bojanić I, Orlić D, Ivković A. Arthroscopic removal of a juxtaarticular osteoid osteoma of the talar neck. J Foot Ankle Surg. 2003;42(6):359-362.
10. Tüzüner S, Aydin AT. Arthroscopic removal of an osteoid osteoma at talar neck. Arthroscopy. 1998;14(4):405-409.
11. Amendola A, Vellet D, Willits K. Osteoid osteoma of the neck of the talus: percutaneous, computed tomography-guided technique for complete excision. Foot Ankle Int. 1994;15(8):429-432.