Balancing the Varus Knee

 

Paul R. Kim, M.D., F.R.C.S.(C)

Active Staff,

Ottawa Hospital General Campus

Clinical Lecturer,

University of Ottawa

Ottawa, Ontario

 

Introduction

The varus knee is the most common deformity presenting for total knee arthroplasty.  The goal of TKA in this patient group is to obtain a well-balanced and well functioning knee.  To achieve this, release of contracted tissues and removal of peripheral osteophytes is necessary in order to obtain correction of the deformity.  

 

Technique

Through an initial medial parapatellar exposure the patella is everted laterally and the knee flexed.  If difficulty is encountered here, other maneuvers such as lateral release, rectus snip, quadriceps turndown or tibial tubercle osteotomy may be employed for exposure.  In knees with a mild varus deformity (up to 10 degrees of varus) the dissection is carried subperiosteally over the proximal one centimeter of the medial tibia.  This can be increased distally depending upon the amount of varus deformity present.  Dissection must continue posteriorly to at least the midportion of the medial tibial plateau in order to obtain adequate exposure when flexing the knee.  All peripheral osteophytes are removed from the distal femur and proximal tibia, especially those in the posteromedial aspect of the tibial plateau.  For most patients this provides adequate enough exposure/release to obtain a well-balanced knee.  If further medial release is needed the capsular sleeve is dissected subperiosteally to the level of the posteromedial corner of the joint.  Varus/valgus balance is assessed intraoperatively with the use of spacer blocks and/or with the trial components in place.  If necessary, further release of the superficial MCL is carried out distally along the proximal medial tibia to obtain sufficient soft tissue balancing.  Care must be taken not to overstrip leading to excess medial laxity.  The superficial MCL attaches over a 4 to 5 centimeter distance distal to the joint line.  Dissection of this structure can be safely completed distally to this point.  

 

In those knees with more severe deformity (10 to 20 degrees of varus) further measures are necessary to obtain adequate balancing4 with significant long-standing varus deformity the medial structures become fibrosed.  As well, the PCL and posteromedial capsule also act as deforming structures.  In these patients, release is afforded by stripping the pes anserinus, joint capsule and tibial collateral ligament from the proximal medial tibia.  In addition, release of the tight posteromedial portion of the joint capsule and PCL is usually necessary to complete correction of the deformity.  Release of the PCL necessitates use of a posterior stabilized prosthesis.  Because the medial soft tissues are stripped from the bone as a sleeve, they remain as an intact soft tissue structure providing medial support and do not require fixation back to bone.

 

In knees with severe medial bone loss and a significant varus deformity (>20 degrees), augments may be necessary to restore the tibial plateau to anatomic alignment.5  Release of the medial side proceeds in a fashion similar to that described above for the moderate varus knee.  Usually complete release of soft tissue from the medial tibial face is necessary in these situations.3  In many severe fixed varus deformities there will be associated lateral subluxation of the tibia.  This is due in part to contracture of the popliteus and is corrected by release of the popliteus tendon.  This may also help to improve knee flexion.

 

The medial epicondylar osteotomy is another option for balancing the varus knee in both primary and revision situations.2  This was described by Dr. G.A. Engh and involves osteotomizing and subsequently reattaching the medial epicondyle after final component implantation.  According to the author it allows excellent exposure and is a means of correcting varus deformity without damaging ligamentous structures.  It also avoids disruption of the extensor mechanism for exposure in knees with limited flexion.   The osteotomized fragment is reattached with sutures to the distal medial femoral condyle in a position that allows for optimal balance of the knee.

 

In revision knee arthroplasty the medial structures are usually scarred from previous surgery and are best dealt with as a sleeve of tissue as described above for the moderate to severe varus knee.  For the revision procedure ligamentous balancing is just as important as in the primary procedure. Measures that may not have been performed in the primary procedure need to be addressed.  Removal of peripheral osteophytes from the femoral and tibial sides again need to be completed in addition to a medial release.  I suggest to always use a posterior stabilized prosthesis for revisions in order to avoid problems with joint line elevation and instability.  Having a constrained insert available as an alternative is also a must for revision knee arthroplasty. 

 

An incompetent MCL either from an old injury or intraoperative damage is a difficult problem for any surgeon.  Primary repair or imbrication with supplemental postoperative bracing can be used to correct the problem.  Another option involves the use of a highly constrained or hinged knee arthroplasty if repair is unsuccessful or if the patient is elderly.

 

Conclusion

Balancing the varus knee is accomplished through a step-wise fashion as outlined above.  In those patients with severe deformity it is necessary to perform a significant medial release in order to balance the knee.  It has also been shown that “too loose” is probably better than “too tight” in terms of collateral ligament laxity.1  Attention to these details intraoperativley should lead to improved results for patients undergoing total knee arthroplasty.

 

References:

1. Edwards, E. The effect of postoperative collateral ligament laxity in total knee arthroplasty. Clin. Orthop. 236,p.44, 1988.

2. Engh, G. A. Medial epicondylar osteotomy: a technique used with primary and revision total knee arthroplasty to improve surgical exposure and correct varus deformity. Instr. Course. Lect. 48:153-6. Review.153, 1999.

3. Karachalios, T. Severe varus and valgus deformities treated by total knee arthroplasty. J. Bone Joint Surg. Br. 76:938, 1994.

4. Laskin, R. S. Medial capsular recession for severe varus deformities. J. Arthroplasty. 2:313, 1987.

5. Teeny, S. M. Primary total knee arthroplasty in patients with severe varus deformity. A comparative study. Clin. Orthop. 273,p.19, 1991.

 

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