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Orthopaedic Surgery - Spinal Stenosis
Basics
Spinal stenosis is:
Narrowing of the spinal canal, lateral recesses, or neural foramina
that results in compression of:
The spinal cord
Cauda equina
or
Spinal nerve roots.
In the lumbar spine, the condition is most commonly caused by:
Degenerative changes.
Degenerative Causes
Important degenerative abnormalities include:
Disc-space narrowing
Disc bulging
Facet-joint hypertrophy
Osteophyte formation
and
Hypertrophy or infolding of the ligamentum flavum.
Together, these changes reduce the space available for:
Neural structures.
Clinical Features
Lumbar spinal stenosis commonly causes:
Lower-extremity pain
Numbness
Paresthesia
Weakness
and
Neurogenic claudication.
Severe compression may occasionally produce:
Bladder
or
Bowel dysfunction.
Prevention
There are no established measures that reliably prevent:
Degenerative spinal stenosis.
However, maintaining:
General fitness
Healthy body weight
and appropriate management of musculoskeletal disease may improve overall:
Spinal function.
Epidemiology
Symptoms commonly develop during or after the:
Fifth and sixth decades of life
and may gradually progress with:
Advancing age.
Sex
Degenerative lumbar spinal stenosis overall has no strong:
Sex predominance.
However, degenerative:
Spondylolisthesis associated with stenosis
has historically been reported approximately:
Four times more frequently in women.
Incidence
Historical estimates suggest symptomatic spinal stenosis affects approximately:
1.7–8% of the population.
The prevalence increases substantially with:
Age.
Risk Factors
Important risk factors include:
Advancing age
Degenerative spinal arthritis
Disc degeneration
and conditions producing:
Spinal instability or deformity.
Genetics
There is no single established:
Genetic abnormality
responsible for typical degenerative spinal stenosis.
Some congenital skeletal disorders, however, may predispose to a:
Narrow spinal canal.
Pathophysiology
Lumbar spinal stenosis commonly develops through a progressive cascade of:
Disc degeneration
followed by secondary:
Facet and ligamentous changes.
Disc Degeneration
Degeneration leads to loss of:
Intervertebral disc height.
As the disc loses height, the annulus may:
Bulge posteriorly
into the spinal canal.
Ligamentum Flavum
Loss of disc height also allows the:
Ligamentum flavum
to buckle or infold into the:
Spinal canal.
The ligament may additionally become:
Hypertrophied.
Facet Loading
Loss of disc height transfers greater load to the:
Facet joints.
Facet Arthrosis
Increased mechanical loading produces:
Cartilage degeneration
Reactive sclerosis
Facet hypertrophy
and
Osteophyte formation.
These changes further narrow the:
Central canal
Lateral recesses
and
Neural foramina.
Neural Compression
The final result is reduced space for:
Nerve roots
and the:
Cauda equina.
Symptoms may be worsened dynamically when lumbar extension further decreases:
Canal dimensions.
Etiology
Spinal stenosis may be:
Congenital
or
Acquired.
Congenital Causes
Congenital causes include:
Skeletal dysplasias such as achondroplasia
and
Idiopathic developmental narrowing of the spinal canal.
Acquired Causes
Acquired causes include:
Degenerative disease
Spondylolisthesis
Spondylolytic abnormalities
Previous spinal surgery
Posttraumatic deformity
and
Paget disease.
Degenerative Stenosis
Degenerative disease is the:
Most common cause
in older adults.
Spondylolisthesis
Anterior translation of one vertebra relative to another may further decrease the dimensions of the:
Spinal canal
and
Neural foramina.
Diagnosis
Diagnosis is based on the combination of:
Characteristic symptoms
Physical examination
and
Imaging evidence of neural compression.
Imaging abnormalities alone do not establish symptomatic stenosis because degenerative narrowing is common in:
Asymptomatic older adults.
History
Symptoms generally begin:
Insidiously
and progress:
Slowly.
Back Pain
Patients may initially report longstanding:
Low-back pain
followed by progressive:
Buttock
Thigh
or
Lower-extremity symptoms.
Neurogenic Claudication
The characteristic syndrome is:
Neurogenic claudication.
Symptoms include:
Pain
Tightness
Numbness
Paresthesia
and subjective:
Weakness or heaviness of the legs.
Provoking Factors
Symptoms typically worsen with:
Standing
Walking
and
Lumbar extension.
Relieving Factors
Symptoms usually improve with:
Sitting
Lumbar flexion
or
Leaning forward.
Flexion increases the dimensions of the:
Lumbar spinal canal
and reduces neural compression.
Shopping-Cart Sign
Patients commonly report that they can walk farther while:
Leaning forward over a shopping cart.
This characteristic improvement with flexion is sometimes called the:
Shopping-cart sign.
Walking on an Incline
The historical description that symptoms worsen when walking:
Uphill
is not typical of classic lumbar stenosis because uphill walking generally places the lumbar spine into more:
Flexion.
Many patients instead tolerate uphill walking or cycling better than:
Level or downhill walking.
Cycling
Patients may tolerate a:
Stationary bicycle
relatively well because the flexed posture increases:
Spinal canal dimensions.
Physical Examination
The neurologic examination may be relatively:
Normal at rest
despite substantial symptoms during:
Walking.
Gait
Evaluate:
Walking pattern
Balance
and ability to:
Heel walk
and
Toe walk.
Abnormal Gait
Gait disturbance should also prompt consideration of:
Cervical myelopathy
Thoracic spinal disease
Hip pathology
or
Neurologic disease.
Lumbar Lordosis
Some patients demonstrate reduced:
Lumbar lordosis
because a flexed posture may lessen:
Symptoms.
Range of Motion
Lumbar range of motion may be:
Reduced.
Extension often aggravates:
Leg symptoms.
Motor Examination
Assess the major muscle groups supplied by:
L2 through S1 nerve roots.
Weakness may occur, with:
L5 involvement
being common.
L5 Weakness
Possible findings include weakness of:
Great-toe extension
Ankle dorsiflexion
or
Hip abduction.
Sensory Examination
Assess dermatomal sensation throughout the:
Lower extremities.
Deficits may correspond to the nerve roots affected by:
Central
Lateral recess
or
Foraminal stenosis.
Reflexes
Evaluate:
Patellar reflexes
and
Achilles reflexes.
Reduced reflexes may indicate:
Nerve-root dysfunction.
Straight-Leg Raise
The straight-leg-raise test may be:
Negative
in isolated spinal stenosis.
It may become positive when there is associated:
Disc herniation
or focal:
Nerve-root irritation.
Cauda Equina Examination
Patients with new:
Urinary retention
Incontinence
Saddle anesthesia
Bilateral severe weakness
or rapidly progressive neurologic deficits require urgent evaluation for:
Cauda equina syndrome.
Rectal Examination
A rectal examination may be considered in selected patients when evaluating suspected:
Cauda equina syndrome
although modern assessment relies on the overall neurologic picture, including:
Perineal sensation
and
Bladder function.
Laboratory Tests
Routine laboratory testing is generally:
Not required
for uncomplicated degenerative stenosis.
Infection or Malignancy Evaluation
When infection, inflammatory disease, or malignancy is suspected, laboratory studies may include:
Complete blood count
C-reactive protein
and
ESR.
Imaging
Plain Radiographs
AP and lateral lumbar radiographs may demonstrate:
Disc-space narrowing
Facet arthrosis
Osteophytes
Degenerative scoliosis
and
Spondylolisthesis.
Role of Radiographs
Radiographs are also useful for identifying or excluding:
Fracture
Gross deformity
and certain destructive:
Bone lesions.
They do not directly demonstrate:
Neural compression.
Flexion-Extension Views
Dynamic flexion-extension radiographs may be obtained when there is concern for:
Segmental instability.
They are particularly useful in patients with:
Spondylolisthesis.
MRI
MRI is the preferred advanced imaging examination for most patients with suspected:
Lumbar spinal stenosis.
MRI Findings
MRI can demonstrate:
Central canal stenosis
Lateral recess narrowing
Foraminal stenosis
Disc bulging or herniation
Facet hypertrophy
and
Ligamentum flavum thickening.
Clinical Correlation
The level and severity of compression on MRI should correspond reasonably with:
The patient’s symptoms and examination.
Severe-appearing radiographic stenosis can exist without:
Clinical symptoms.
CT Myelography
CT myelography can provide excellent visualization of:
Thecal sac and nerve-root compression.
Indications for CT Myelography
It may be useful when:
MRI is contraindicated
MRI quality is limited by metal instrumentation
or detailed evaluation of:
Bony stenosis
is needed.
Limitations
CT myelography is:
Invasive
because it requires intrathecal:
Contrast injection.
Possible adverse effects include:
Post-lumbar-puncture headache
and rare contrast or procedural complications.
Diagnostic Injections
Selective nerve-root blocks or epidural injections may sometimes help identify the principal:
Symptomatic level
when imaging demonstrates multiple possible sites of:
Neural compression.
Pathological Findings
Characteristic anatomical abnormalities include:
Loss of disc height
Annular bulging
Facet hypertrophy
Ligamentum flavum thickening
Central canal narrowing
Lateral recess stenosis
Foraminal narrowing
and sometimes:
Segmental instability.
Differential Diagnosis
The most important differential diagnosis is:
Vascular claudication.
Other considerations include stenosis elsewhere in the:
Cervical
or
Thoracic spine.
Vascular Claudication
Vascular claudication is caused by inadequate:
Arterial blood flow
to the lower extremities.
Distinguishing Features
Vascular symptoms typically correlate with:
Walking distance
and improve when the patient:
Stops walking
regardless of spinal posture.
In contrast, neurogenic claudication is strongly influenced by:
Lumbar position.
Leaning Forward
Improvement with:
Forward flexion
strongly favors:
Neurogenic claudication.
Pulse Examination
Patients with suspected vascular disease should undergo assessment of:
Peripheral pulses
and, when indicated,
Vascular studies.
Cervical or Thoracic Stenosis
Abnormal balance, upper-motor-neuron findings, or upper-extremity symptoms should raise concern for:
Cervical or thoracic cord compression
rather than isolated:
Lumbar stenosis.
Treatment
General Measures
Initial management is generally:
Nonoperative
unless there is severe or rapidly progressive:
Neurologic compromise.
Weight Management
Weight reduction may decrease mechanical load on the:
Lumbar spine
and improve general:
Mobility and conditioning.
Bracing
A lumbar brace or corset may occasionally provide:
Short-term symptomatic relief.
Long-term routine bracing is generally discouraged because prolonged dependence may contribute to:
Trunk muscle deconditioning.
Activity
Patients should remain:
As active as tolerated
provided there is no:
Unstable fracture
Gross instability
or other contraindication.
Prolonged bed rest is generally:
Avoided.
Physical Therapy
Physical therapy aims to improve:
Conditioning
Strength
Walking tolerance
and
Functional mobility.
Aerobic Conditioning
A:
Stationary bicycle
is often well tolerated because it places the lumbar spine in:
Flexion.
Aquatic Therapy
Aquatic exercise can improve conditioning while reducing:
Weight-bearing stress.
Trunk Strengthening
Therapy may include:
Abdominal strengthening
Hip and lower-extremity conditioning
and appropriate:
Lumbar stabilization exercises.
Back Extensor Strengthening
Back-extensor strengthening may be useful as part of general conditioning, but exercises that repeatedly provoke extension-related:
Claudication symptoms
should be modified.
Gait Training
Gait training may improve:
Balance
Walking efficiency
and appropriate use of:
Assistive devices.
Medication
First-Line Medication
Pain control may include:
NSAIDs
when not contraindicated
and
Acetaminophen.
NSAIDs
NSAIDs may help reduce:
Mechanical back pain
and associated inflammatory symptoms.
Their use should take into account:
Gastrointestinal
Renal
and
Cardiovascular risk.
Aspirin
Enteric-coated aspirin was historically used as an anti-inflammatory agent, although modern practice more commonly uses other:
NSAIDs
when appropriate.
Opioids
There is generally no role for sustained long-term:
Opioid therapy
for chronic lumbar spinal stenosis.
Epidural Steroid Injection
Lumbar epidural corticosteroid injections may provide:
Temporary symptom relief
in selected patients.
They do not reverse the underlying:
Structural stenosis.
Role of Injection
Injections may be useful to:
Reduce radicular symptoms
facilitate participation in:
Rehabilitation
or sometimes clarify the symptomatic:
Spinal level.
Surgery
Surgery is considered when symptoms remain:
Functionally intolerable
despite adequate nonoperative treatment.
Surgical Indications
Typical indications include:
Severe neurogenic claudication
Persistent radicular pain
Progressive neurologic deficit
and major reduction in:
Quality of life.
Urgent Surgery
Urgent or emergency assessment is required for:
Cauda equina syndrome
or rapidly progressive:
Motor weakness.
Preoperative Assessment
Because many patients are older and have medical comorbidities, preoperative evaluation may involve:
Primary care
Internal medicine
Cardiology
or
Anesthesiology.
Decompression
The principal surgical goal is:
Adequate decompression of neural elements.
Laminectomy
A:
Laminectomy
is commonly used to enlarge the central:
Spinal canal.
Foraminotomy
A:
Foraminotomy
may be added when compression involves the:
Neural foramen.
Lateral Recess Decompression
Hypertrophic facets and ligament may be removed to decompress:
Traversing nerve roots
within the:
Lateral recess.
Discectomy
A discectomy may be performed when a significant:
Disc herniation
contributes to neural compression.
Fusion
Fusion is not required for every patient undergoing:
Lumbar decompression.
Indications for Fusion
Fusion may be considered when there is:
Pre-existing instability
Symptomatic spondylolisthesis
Major deformity
or when decompression itself is expected to create:
Iatrogenic instability.
Facet Resection
Extensive removal of the:
Facet joints
or disruption of stabilizing posterior structures increases the likelihood that:
Fusion
will be required.
Historically, removal of more than approximately:
50% of the facets
has been considered a potential threshold for concern regarding instability.
Instrumentation
When fusion is indicated, fixation is commonly obtained using:
Pedicle screws
with or without:
Interbody support.
Follow-Up
Follow-up is individualized according to whether treatment is:
Nonoperative
or
Surgical.
Historical Postoperative Schedule
Traditional postoperative visits may occur at approximately:
6 weeks
3 months
6 months
1 year
and
2 years
with longer-term review as needed.
Prognosis
The natural history is:
Variable.
Some patients remain relatively stable for prolonged periods, while others experience:
Gradual worsening.
Spinal stenosis does not invariably progress to severe:
Disability.
Nonoperative Prognosis
Many patients can maintain acceptable function using:
Exercise
Activity modification
Medication
and occasional:
Injections.
Surgical Prognosis
In appropriately selected patients whose symptoms persist despite conservative treatment, decompressive surgery generally improves:
Leg pain
Walking tolerance
and
Neurogenic claudication.
Relief of:
Leg symptoms
is generally more predictable than relief of isolated:
Low-back pain.
Complications
Cauda Equina Syndrome
Severe central stenosis may rarely cause:
Bladder dysfunction
Bowel dysfunction
Saddle anesthesia
and
Bilateral lower-extremity weakness.
This requires:
Urgent evaluation and decompression.
Surgical Infection
Spinal surgery carries a risk of:
Superficial
or
Deep infection.
Neurologic Injury
Decompression and instrumentation may rarely cause:
Nerve-root
or
Dural injury
and, depending on level, other neurologic complications.
Dural Tear
Incidental:
Durotomy
may occur during decompression, particularly in:
Revision surgery
or severe stenosis.
Pseudarthrosis
When fusion is performed, failure to achieve solid union may result in:
Pseudarthrosis.
This can cause:
Persistent pain
Implant failure
or need for:
Revision surgery.
Recurrent or Adjacent-Level Stenosis
Degenerative disease may progress at:
The operated level
or
Adjacent spinal levels.
This can lead to recurrent:
Neural compression.
Persistent Pain
Some patients continue to experience:
Back or leg pain
despite technically adequate surgery.
Patient Monitoring
Patients should be monitored for:
Walking tolerance
Leg pain
Neurologic deficits
Bladder or bowel symptoms
and overall:
Functional status.
Fusion Monitoring
When arthrodesis has been performed, imaging may be used to evaluate:
Alignment
Instrumentation
and progression toward:
Fusion.
Red-Flag Monitoring
Patients should seek urgent evaluation for development of:
New urinary retention
Loss of bowel control
Saddle anesthesia
Rapidly progressive leg weakness
or severe bilateral:
Neurologic symptoms.
Key Principle
Lumbar spinal stenosis is narrowing of the spinal canal, lateral recesses, or neural foramina that compresses the cauda equina or nerve roots, most commonly because of age-related disc, facet, and ligamentum flavum degeneration.
The hallmark clinical syndrome is:
Neurogenic claudication, characterized by leg pain, numbness, heaviness, or weakness that worsens with standing and walking and improves with sitting or forward flexion.
MRI is the principal imaging study used to define:
Neural compression, while radiographs help identify spondylolisthesis, deformity, and instability.
Initial management usually consists of:
Activity modification, conditioning and physical therapy, analgesic or anti-inflammatory treatment, weight management, and selective epidural injections.
Surgery is reserved for:
Persistent function-limiting symptoms, progressive neurologic deficit, or cauda equina syndrome, with decompression as the primary procedure and fusion added only when instability or deformity requires it.