Abstract
There are many different approaches to achieving balancing in total knee surgery. The most frequently used method is to obtain correctly aligned bone cuts, and then carry out necessary soft tissue releases to achieve equal flexion and extension gaps. In some techniques, the bone cuts themselves are determined by the prevailing soft tissue status or the kinematics during flexion-extension. Navigation can provide quantitative data during these processes but so far, navigation is used in only in a minority of cases. However in recent years, new technologies have been introduced with lower cost and implementation time, allowing for more widespread use. Early studies have indicated that more reproducible balancing can be obtained, and that balancing has a positive effect on clinical outcomes. However the ability to measure balancing quantitatively during surgery, has raised the questions of the most systematic method for implementation during surgery, and the relative influence of various correcting factors. Further, the ideal balancing parameters with respect to varus-valgus ratios and the magnitudes during a full flexion range, have yet to be defined. Even if normative data is the target, there is scant data on this topic.
In our own laboratory, we carried out experiments on knee specimens where the various surgical variables were systematically investigated for their effect on varus-valgus balancing. Different tests were developed including the ‘Heel Push Test’ where lateral and medial contact forces were plotted as a function of flexion. Imbalances were achieved with either bone cut adjustments or soft tissue releases. The major finding was that adjustments of only 2 mms or 2 degrees could correct most imbalances. This was considered to be due to two effects; the pretension in the ligaments bringing the structure to the stiff part of the load-elongation curve, and the high values of the stiffness itself. Medial-lateral equality was the goal in this work, but recognizing that this may not be the situation in the normal knee. To answer this question, we developed a method for measuring the varus-valgus balancing in normal subjects, using a ‘Smart Knee Fixture’ with embedded stretch sensors. We validated this device using cadaveric specimens, and normal volunteers using fluoroscopy and electromyography. We are now applying the method in an IRB study to both normals and post-operative knee replacement cases. For the latter, the relation between operative data, and post-operative balancing will be studied, as well as the relation of balancing to functional outcomes.
This overall subject of balancing at surgery, and the post-operative effects, is open to extensive experimental research, and is predicted to result in improved outcomes.
