宋 凱,張永剛
解放軍總醫(yī)院 骨科,北京 100853
強(qiáng)直性脊柱炎胸腰段后凸畸形矯形設(shè)計(jì)概述
宋 凱,張永剛
解放軍總醫(yī)院 骨科,北京 100853
強(qiáng)直性脊柱炎是一種主要累及中軸關(guān)節(jié)的慢性炎癥性疾病,晚期易伴發(fā)僵硬固定的胸腰段后凸畸形,導(dǎo)致站立、行走、平視、平臥困難,患者活動(dòng)能力受限,生活質(zhì)量明顯下降。截骨矯形是治療該類畸形的唯一有效方式。近年來(lái),國(guó)內(nèi)外文獻(xiàn)提出了多種胸腰段后凸畸形的矯形設(shè)計(jì)方案,其重點(diǎn)為如何確定截骨所需角度,以恢復(fù)骨盆-脊柱整體矢狀位平衡并糾正頜眉角。本文就常見(jiàn)的矯形設(shè)計(jì)方法進(jìn)行綜述。
強(qiáng)直性脊柱炎后凸畸形;矢狀面平衡;頜眉角;矯形設(shè)計(jì)
強(qiáng)直性脊柱炎是一種主要累及中軸關(guān)節(jié)的慢性炎癥性疾病,晚期易伴發(fā)僵硬固定的胸腰段后凸畸形(腰前凸減小,胸腰段后凸,胸后凸減小或輕度增加),導(dǎo)致站立、行走、平視、平臥困難等,患者活動(dòng)能力受限,生活質(zhì)量明顯下降[1-5]。
腰前凸減小及胸腰段后凸使軀干重心病理性前置,患者為再次取得平衡并降低機(jī)體能量消耗,代償性伸髖、屈膝,最終通過(guò)后傾骨盆重置軀干重心與髖軸的相對(duì)位置,同時(shí)改善平視狀況[6-16]。因此,強(qiáng)直性脊柱炎胸腰段后凸畸形矯形的關(guān)鍵在于:1)重建矢狀面平衡,恢復(fù)自然站立時(shí)骨盆中立位,確保髖中立、膝伸直;2)改善平視能力。
腰端或胸腰段單節(jié)段或雙節(jié)段經(jīng)椎弓根椎體截骨術(shù)(pedicle subtraction osteotomy,PSO)被普遍認(rèn)為是矯正強(qiáng)直性脊柱炎僵硬固定的胸腰段后凸畸形最為安全有效的方式[17-21]。然而,只有恰當(dāng)?shù)慕毓浅C形角度才能既滿足矢狀面平衡重建的需要,又能恢復(fù)病人的平視狀態(tài),最終改善患者的活動(dòng)能力和生活質(zhì)量。
傳統(tǒng)的截骨設(shè)計(jì)[22]也稱為“剪紙法”,術(shù)前拍攝站立位側(cè)位片,按照1∶1比例拓展成紙樣,在紙張分別測(cè)量頸、胸、胸腰段及腰椎的Cobb角,分析脊柱后凸中各節(jié)段的Cobb角,找出截骨矯形最有效的位置。通常認(rèn)為,L1為胸腰椎交界處,是矯正胸腰段后凸的理想部位,L3是腰前凸的頂點(diǎn),為恢復(fù)正常腰椎曲度的理想部位。將紙樣剪切,模擬矯形,同時(shí)測(cè)量頜眉角,最終確定截骨角度[19]。此為傳統(tǒng)的截骨設(shè)計(jì)辦法,直觀、易懂,模擬效果好,但其應(yīng)用相對(duì)復(fù)雜。此外,傳統(tǒng)的模擬法著重于脊柱序列的重建,并未重視骨盆的代償,因此未能重建良好的整體骨盆-脊柱矢狀面平衡。
矢狀面平衡距離(sagittal vertical axis,SVA)定義為C7與骶骨后上角的水平距離,其反應(yīng)矢狀面的整體平衡,當(dāng)SVA在-4 ~ 4 cm,矢狀面平衡良好。因此Ondra等[23]以SVA = 0 cm作為矢狀面矯形重建標(biāo)準(zhǔn),通過(guò)三角函數(shù)法將C7重置與骶骨后上緣上,并以此明確截骨范圍。具體方法:通過(guò)骶骨后上角(posterior superior corner of S1,PSCS)做垂線,連接此垂線上相應(yīng)截骨節(jié)段的定位點(diǎn)與C7,二線的夾角(α)即為截骨角度(圖1A)。此后,Yang和Ondra[24]在其基礎(chǔ)上,將椎體前方皮質(zhì)閉合點(diǎn)作為旋轉(zhuǎn)中心,更為精確地設(shè)計(jì)出所需截骨角度及其范圍。具體方法:通過(guò)PSCS做垂線,以截骨椎體前緣閉合點(diǎn)為旋轉(zhuǎn)中心(rotation point,RP),以RP-C7為半徑做圓,將C7旋至垂線交點(diǎn)C7’,α(∠C7-RP-C7’)即為截骨角度(圖1B)。Ondra和Yang提供了一種更為簡(jiǎn)便實(shí)用的矯形設(shè)計(jì)方式。然而,該方法同樣局限于脊柱序列的重建,而忽略了骨盆代償狀態(tài)的恢復(fù)。事實(shí)上,按照上述設(shè)計(jì)方法,并無(wú)法將C7重置于骶骨后上角上。因此,其同樣未能重建骨盆-脊柱整體的矢狀面平衡。
Min等[4]從患者外觀照進(jìn)行截骨角度設(shè)計(jì)。他認(rèn)為,人們正常站立姿態(tài)下,軀干與下肢成一直線,并垂直地面,而強(qiáng)直性脊柱炎胸腰段后凸畸形則導(dǎo)致二者成角(軀干前傾,下肢屈曲)。因此,截骨角度應(yīng)為可恢復(fù)二者成一直線的角度。具體方法:沿臍做水平線,將直線相交軀干線段的后1/3點(diǎn)作為軸點(diǎn)(o),連接軸點(diǎn)與耳屏、膝軸,其垂線角分別定義為為:耳屏角(a)、屈膝角(b)。二者之和被定義為是全軀體后凸角(whole body kyphosis angle,WBKA) (WBKA=a+b),WBKA被認(rèn)為是設(shè)計(jì)截骨的角度(截骨節(jié)段為L(zhǎng)3,相對(duì)應(yīng)臍水平)(圖1C)。此法從外觀照入手,簡(jiǎn)單、方便[4]。其不僅僅局限于脊柱后凸的矯正,而是將下肢的代償情況一起考慮的矯形的設(shè)計(jì)之中。其膝關(guān)節(jié)角(圖1C中b角)即反應(yīng)了膝關(guān)節(jié)屈曲代償?shù)牟糠?。然而,由于外觀上無(wú)法明確髖關(guān)節(jié)的屈伸情況,所以,該方法實(shí)際上忽略了伸髖的代償機(jī)制。
Le Huec等[25]提出FBI胸腰段后凸畸形截骨角度設(shè)計(jì)。以截骨椎體前緣為旋轉(zhuǎn)中心,將C7重置于骶骨終板上方。除此之外,F(xiàn)BI法兼顧下肢在矢狀面上的代償能力,將股骨傾斜角(反應(yīng)膝關(guān)節(jié)代償?shù)膮?shù))與骨盆傾斜追加角(反應(yīng)髖關(guān)節(jié)代償?shù)膮?shù))補(bǔ)充入截骨角度。具體方法:通過(guò)S1終板上一點(diǎn)做垂線(b),以截骨椎體前緣為軸點(diǎn)(c),將C7下終板中點(diǎn)(a)旋至垂線b,此角定義為C7傾斜角(C7 translation angle,C7TA);股骨力線垂線角(femoral obliquity angle,F(xiàn)OA)為股骨軸線與垂線d夾角;標(biāo)記并測(cè)量PT,如果PT<15°,PTCA(angle of tilt comensation)定義為0°,如15°<PT<25°,PTCA為5°;如PT>25°,PTCA為10°。截骨角度:FBI angle of correction = C7TA + FOA + PTCA(圖1D)。此法同樣注重下肢的代償機(jī)制和骨盆-脊柱整體矢狀面的重建。其股骨傾斜角即反應(yīng)了膝關(guān)節(jié)對(duì)矢狀面的代償能力,而骨盆傾斜追加角則反應(yīng)了髖關(guān)節(jié)的代償。然而,F(xiàn)BI法中的骨盆傾斜追加角實(shí)際上大大低估了AS后凸患者過(guò)度伸髖在矢狀面平衡中的代償能力。
Lamartina等[26]提出利用脊柱股骨角設(shè)計(jì)截骨角度,并追加10°作為伸髖代償?shù)难a(bǔ)充,如胸椎同時(shí)存在活動(dòng)度,將其過(guò)伸過(guò)屈位的差值同樣補(bǔ)充入截骨角度(對(duì)于AS患者而言,由于脊柱強(qiáng)直,無(wú)需考慮此角度)。我國(guó)學(xué)者蘭魁勇[27]將此法應(yīng)用于AS后凸患者矯形設(shè)計(jì)中。具體方法:通過(guò)骶骨后上角做垂線,與截骨椎體相交于O,連接O與C7,此線代表脊柱線,其與股骨軸線(femoral axis,F(xiàn)A)所成夾角稱為脊柱股骨角(spino femoral angle,SFA)。截骨角度= SFA+10°(圖1E)。此法基于FBI法而設(shè)計(jì),其脊柱股骨角實(shí)際為FBI法中的C7TA與FOA的綜合,不同之處在于其將所有存在屈膝代償?shù)幕颊呔芳?0°作為補(bǔ)充伸髖的代償。盡管如此,該法同樣低估了伸髖在矢狀面平衡中的代償能力。
Van Royen等[28]將骨盆的旋轉(zhuǎn)情況考慮到截骨矯形的設(shè)計(jì)方案中,其將反映骨盆位置性參數(shù)骶骨傾斜角(sacral slope,SS)設(shè)定為40°,在此基礎(chǔ)上,以SVA=7.5 cm作為作為矢狀面矯形重建標(biāo)準(zhǔn)。以截骨椎體前緣作為旋轉(zhuǎn)中心,將C7重置與骶骨后上緣前方7.5 cm處。Van Royen等[29]在此基礎(chǔ)上設(shè)計(jì)了專門的計(jì)算及軟件用于其臨床應(yīng)用。具體方法:將骶骨后上角作為原點(diǎn),以骶骨終板角(sacral endplate angle,SEA)(等同于SS)=40°作為標(biāo)準(zhǔn)建立坐標(biāo)系。以截骨椎體前緣閉合點(diǎn)作為旋轉(zhuǎn)點(diǎn)(RP),將C7旋至C7’(原點(diǎn)水平前方7.5 cm),α(∠C7-RP-C7’)即為截骨角度(圖1F)。此方法同樣注重骨盆-脊柱序列整體的矢狀面重建,其并通過(guò)糾正骨盆的旋轉(zhuǎn)狀態(tài)來(lái)彌補(bǔ)下肢的代償,而事實(shí)上,骨盆的代償恰反映了整個(gè)下肢的代償情況總和(髖、膝),當(dāng)骨盆調(diào)整至中立位狀態(tài)時(shí),髖、膝關(guān)節(jié)均可恢復(fù)至正常狀態(tài),直接糾正骨盆的旋轉(zhuǎn)比分別糾正髖關(guān)節(jié)的代償和膝關(guān)節(jié)的代償更為簡(jiǎn)單方便。
Song等[30-31]證實(shí)肺門可近似作為強(qiáng)直性脊柱炎胸腰段后凸畸形的軀干重心,并以此代替C7作為矢狀位重建的影像學(xué)標(biāo)志。其首先通過(guò)骨盆形態(tài)學(xué)參數(shù)PI預(yù)測(cè)理論P(yáng)T,并由此確定骨盆中立位線;再將肺門重置于骨盆中立位線上。具體方法:測(cè)量術(shù)前PI,利用公式tPT =0.37×PI-7得出tPT值,通過(guò)tPT做直線HA-HP’,此線定義為該患者骨盆中立位線;以椎體皮質(zhì)前緣閉合點(diǎn)(RP)為旋轉(zhuǎn)中心,將肺門(hilus pulmonis,HP)旋至骨盆中立位線上,交點(diǎn)為HP’,則α(∠HP-RP-HP′)即為設(shè)計(jì)截骨角度(圖1G)。此方法同樣著眼于骨盆-脊柱序列的整體矢狀面重建,與Van Royen的方不同之處在于:1)其不再將C7作為重建影像學(xué)標(biāo)記;2)其通過(guò)骨盆參數(shù)間的相關(guān)性預(yù)測(cè)不同患者的骨盆中立位狀態(tài),更為個(gè)性化。
Suk等[5]通過(guò)對(duì)強(qiáng)直性脊柱炎胸腰段后凸畸形患者進(jìn)行隨訪,發(fā)現(xiàn)當(dāng)頸椎強(qiáng)直的患者頜眉角處于-10° ~ 10°時(shí),可獲得最好的平視能力。因此,對(duì)于此類患者,頜眉角的矯正同樣關(guān)鍵。Suk教授認(rèn)為,AS后凸的下肢代償情況為“屈髖、屈膝”,因此,其要求測(cè)量頜眉角的體位標(biāo)準(zhǔn)為“伸髖、伸膝”。而事實(shí)上,AS后凸患者的髖關(guān)節(jié)為過(guò)伸狀態(tài),因此,要求患者伸髖則成為一個(gè)矛盾的選擇。
宋凱等[32]同樣對(duì)頸椎強(qiáng)直的AS患者進(jìn)行隨訪,發(fā)現(xiàn)盡管-10° ~ 10°的頜眉角雖然能使患者獲得最好的平視能力,但同時(shí)帶來(lái)了下視能力的不足,如家務(wù)勞動(dòng)、伏案工作等受限。而其研究證實(shí),頸椎強(qiáng)直的患者在獲得10° ~20°的頜眉角時(shí)能夠取得最優(yōu)的整體滿意度。該方法要求測(cè)量頜眉角的體位為“自然站立位”,能夠更為真實(shí)地反映了AS患者的視野情況。盡管如此,該研究并未將患者的職業(yè)及生活習(xí)慣納入考量范圍,因此其結(jié)論也相對(duì)較為籠統(tǒng)。
矢狀面重建與頜眉角的糾正同為AS后凸矯形的關(guān)鍵,無(wú)論是傳統(tǒng)的剪紙法、Van Royen法,還是肺門法,均兼顧二者的平衡。而通過(guò)調(diào)整截骨節(jié)段則成為平衡二者的一個(gè)最為有效的辦法。一般來(lái)講,近端節(jié)段截骨更有利于頜眉角的重建,而遠(yuǎn)端節(jié)段截骨更有利于矢狀面平衡的重建[28-29,32-33]。當(dāng)然,在選擇截骨節(jié)段的同時(shí),亦不能忽略截骨矯形的效力,而頂椎區(qū)的截骨往往能取得更大的截骨矯形角度。
圖 1 截骨矯形設(shè)計(jì)圖A: Ondra法;B: Yang法; C: 全脊柱后凸角法; D: FBI法; E: 脊柱股骨角法; F: Van Royen法; G: 肺門法Fig. 1 Deformity planning for thoracolumbar kyphosis in AS A: Ondra method B: Yang method C: WBKA method D: FBI method; E: SFA method F: Van Royen method G: Hilus Pulmonis method
對(duì)于不同的AS胸腰段后凸畸形矯形設(shè)計(jì),每種設(shè)計(jì)方法都有自己的特點(diǎn)和偏重。剪紙法、Ondra法、Yang法單純關(guān)注脊柱序列的重建;而FBI法、脊柱股骨角法、Van Royen法、肺門法同時(shí)注重了恢復(fù)下肢對(duì)于脊柱序列的代償;Suk的頜眉角法、宋凱的頜眉角法則更側(cè)重頸椎強(qiáng)直患者的矯形設(shè)計(jì)。全脊柱后凸角法則從患者外觀上進(jìn)行矯形設(shè)計(jì);盡管如此,至今仍然缺乏針對(duì)每種方法長(zhǎng)期隨訪的臨床效果比較或分析。因此,多中心的臨床循證學(xué)研究值得期待。
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Deformity planning for thoracolumbar kyphosis in ankylosing spondylitis: A literature review
SONG Kai, ZHANG Yonggang
Department of Orthopaedics, Chinese PLA General Hospital, Beijing 100853, China
ZHANG Yonggang. Email: zhangyg301@hotmail.com
Ankylosing spondylitis (AS) is a common inflammatory rheumatic disease that causes characteristic spinal deformities, such as flattening of normal lumbar lordosis and thoracolumbar kyphosis, which may lead to impaired ability of walking, standing, lying on the back and looking straight ahead. Spinal osteotomy is the only effective treatment for this disease. So far, many methods have been designed, and the key is to calculate the exact angle, so as to reconstruct the sagittal balance and the chin-brow vertical angle (CBVA). In this paper, the common methods are reviewed and discussed.
ankylosing spondylitis kyphosis; sagittal balance; chin-brow vertical angel; orthopedic design
R 687.3
A
2095-5227(2015)05-0521-04
10.3969/j.issn.2095-5227.2015.05.029
時(shí)間:2015-02-04 10:52
http://www.cnki.net/kcms/detail/11.3275.R.20150204.1052.004.html
2014-11-20
首都臨床特色應(yīng)用研究(Z141107002514168)
Supported by the Clinical Characteristic Program of Beijing(Z1411070 02514168)
宋凱,男,在讀博士。研究方向:脊柱外科。Email: songkai200018@163.com
張永剛,博士,主任醫(yī)師,主任,教授,博士生導(dǎo)師。Email: zhangyg301@hotmail.com
解放軍醫(yī)學(xué)院學(xué)報(bào)2015年5期