ABSTRACT:
OBJECTIVE To present the clinical and radiographic results of hallux valgus surgical
correction using four percutaneous techniques, chosen according to a
predefined radiographic classification.
METHODS We prospectively evaluated 112 feet in 72 patients with hallux valgus
operated over the course of 1 year. Percutaneous distal soft tissue release
(DSTR) and the Akin procedure (DSTR-Akin) were performed in mild cases. In
mild to moderate hallux valgus with distal metatarsal joint angle >
10°, we added the Reverdin-Isham (RI) osteotomy. In moderate cases
with joint incongruity, we performed the percutaneous chevron (PCH).
Finally, a Ludloff-like percutaneous proximal osteotomy fixed (PPOF) with a
screw was proposed in severe cases with an intermetatarsal angle (IMA)
> 17°. According to these criteria, 26 DSTRs-Akin, 36 PCHs, 35
RIs, and 15 PPOFs were performed. The mean follow-up was of 17.2 months
(range: 12 to 36 months). The mean age at operation was 58.8 years (range:
17 to 83 years), and 89% of the patients were female.
RESULTS The mean preoperative hallux valgus angle (HVA) and the IMA decreased from
21° to 10.2° and from 11.2° to 10.3°
respectively in the DSTR-Akin. In the RI, the mean HVA decreased from
26.6° to 13.7°, and the IMA, from 11.2° to
10.3°; in the PCH, the mean HVA decreased from 31° to
14.5°, and the IMA decreased 14.9° to 10.7°; as for the
PPOF, the mean HVA decreased from 39.2° to 17.7°, and the IMA,
from 11.8° to 6.8°. The average ankle and hindfoot score of
the American Orthopaedic Foot and Ankle Society (AOFAS) increased from 49.2
to 88.6. The rate of complications was of 11%.
CONCLUSION Our treatment protocol does not differ much from the classic ones, with
similar results as well. We have as advantages less aggression to soft
tissues and better cosmetic results. Level of Evidence: level IV,
prospective case series.
Keywords: hallux valgus; metatarsal bones; minimally invasive surgical procedures.
RESUMO:
OBJETIVO Apresentar os resultados clínicos e radiográficos da
correção cirúrgica de hálux valgo utilizando
quatro técnicas percutâneas escolhidas de acordo com uma
classificação radiográfica predefinida.
MÉTODOS Avaliamos prospectivamente 112 pés em 72 pacientes com hálux
valgo operado em um período de um ano. A liberação de
tecido mole distal (LTMD) percutâneo e o procedimento de Akin
(LTMD-Akin) foram realizados em casos leves. Em hálux valgo de leve a
moderado com ângulo distal da articulação do metatarso
acima de 10°, adicionamos a osteotomia de Reverdin-Isham (RI). Em
casos moderados com incongruência articular, realizamos o chevron
percutâneo (CHP). Finalmente, uma osteotomia proximal
percutânea fixada (OPPF) com um parafuso, semelhante à de
Ludloff, foi proposta em casos graves com ângulo intermetatarsal
(AIM) acima de 17°. De acordo com esses critérios, foram
realizados 26 LTMDs-Akin, 36 CHPs, 35 RIs e 15 OPPFs. O seguimento
médio foi de 17,2 meses (12 a 36 meses). A média de idade em
operação foi de 58,8 anos (17 a 83 anos), e 89% dos pacientes
eram do sexo feminino.
RESULTADOS A média do ângulo de hálux valgo (AHV)
pré-operatório e o AIM diminuíram de 21° para
10,2°, e de 11,2° para 10,3°, respectivamente, em casos
de LTMD-Akin. Em casos de RI, a média do AHV diminuiu de 26,6°
para 13,7°, e o AIM, de 11,2° para 10,3°; em casos de
CHP, o AHV médio diminuiu de 31° para 14,5°, o AIM
diminuiu de 14,9° para 10,7°, e a OPPF, de 39,2° para
17,7°, e o AIM 11,8° para 6,8°. A média do
escore de tornozelo e retropé da American Orthopaedic Foot and Ankle
Society (AOFAS) aumentou de 49,2 para 88,6. A taxa de
complicação foi de 11%.
CONCLUSÃO Nosso protocolo de tratamento não difere muito dos clássicos,
com resultados semelhantes. Temos como vantagem menos agressividade aos
tecidos moles e melhores resultados cosméticos. Nível de
evidência: nível IV, série de casos prospectivos.
Palavras-chave: hálux valgo; ossos do metatarso; procedimentos cirúrgicos minimamente invasivos.
FIGURES
| Citation: Marijuschkin I, Souza ML, Diaz JLG, Carvalho P. Percutaneous Hallux Valgus: An Algorithm for the Surgical Treatment*. 56(4):504. doi:10.1055/s-0040-1721367 |
| Note: Financial Support There was no financial support from public, commercial, or non-profit sources. |
|
*
Work developed at Hospital São Lucas, Santos, SP, Brazil. |
|
Conflict of Interests The authors have no conflict of interests to declare. |
| Received: April 28 2020; Accepted: September 16 2020 |
INTRODUCTION
Percutaneous surgery is a set of techniques performed with punctiform incisions in order to eneble the performance of osteotomies, exostectomies and capsulotomies, while minimizing aggression to the soft tissues. This surgical approach was developed 65 years ago, but only gained notority after 1985 in the United States,1 in the 1990s in Europe with Mariano Prado and Pau Golano,2 and in 2002 in France with the the Groupe de Recherche et d’Etude en Chirurgie MiniInvasive du Pied (Group of Research and Study in MinimallyInvasive Surgery of the Foot, GRECMIP).3
Following a worldwide trend in several areas of orthopedics to reduce incisions and surgical aggression in order to decrease complications and comorbidities, we developed a protocol for hallux valgus (HV) surgery. We used alreadydefined radiographic criteria, which do not differ much from those used by other authors.4,5 We used four percutaneous techniques to perform the procedures in an individualized manner, respecting angular changes, particular characteristics and all aspects that may alter the surgical indication, similar to those found in algorithms regarding open procedures.
The objective of the present study is to describe the clinical, functional and radiographic results of the surgical treatment of HV by percutaneous techniques.
MATERIAL AND METHODS
The project was submitted and approved by the institution’s Ethics in Research Committee, under number 0001/2020.
We prospectively evaluated 112 feet in 72 patients with HV operated over the course of 1 year by the same surgeon. The surgical indications were based on the severity of the angular radiographic findings, as well as the presence of a congruent metatarsophalangeal (MTP) joint and increased distal metatarsal articular angle (DMAA). Deformity was considered mild when the hallux valgus angle (HVA) was between 12° and 30°, the intermetatarsal angle (IMA) was between 8° and 14°, and the distal metatarsal articular angle (DMAA) was lower than 10°. Moderate HV was considered when the HVA was ≤ 40°, and the IMA was between 14° and 17°; mild to moderate HV with an increased DMAA was considered if the DMAAwasgreater than 10°, with the HVA ≤ 40° and the IMA ≤ 17°. Severe HV was defined as HVA greater than 40° or IMA greater than 17° (►Table 1).
The HVA is the angle formed by the middle axis of the diaphysis of the proximal hallux phalanx and the mechanical axis of the first metatarsus. The IMA is the angle formed between the mechanical axis of the first and second metatarsi, and the DMAA is the angle formed between the line perpendicular to the articular surface of the head of the first metatarsus and the long axis of the first metatarsus. All angular measurements were performed digitally on anteroposterior weight-bearing x-rays using a commercially-available software (Directview, Carestream, NY, US) (►Fig. 1A, B and C). Thepatientswereevaluatedusingtheankleandhindfootscore of the American Orthopaedic Foot andAnkle Society (AOFAS),6 followed by clinical and radiographic analyses, as well as an analysis of the degree of subjective satisfaction of Johnson,7 each performed before and after surgery.
| Mild hallux valgus | Mild to moderate hallux valgus with high distal metatarsal articular angle | Moderate hallux valgus | Severe hallux valgus | |
|---|---|---|---|---|
| Angle | Intermetatarsal angle <14° | Intermetatarsal angle: 8° to 17° | Intermetatarsal angle: 12° to 17° | Intermetatarsal angle > 17° |
| Hallux valgus angle <30° | Hallux valgus angle: 12° to 40° | Hallux valgus angle: 20° to 40° | Hallux valgus angle > 30° | |
| distal metatarsal articular angle > 10° | Joint incongruence | |||
| Technique | Percutaneous distal soft tissue release and Akin procedure | Reverdin-Isham | Percutaneous Chevron | Proximal Percutaneous Osteotomy |
The statistical analysis was performed with the Eviews 11 (IHS Markit, London, UK) software for Windows, and the paired Student t-test was used to evaluate the results with a significance level < 0.05.
In mild HV, we percutaneously performed exostectomy, distal soft tissue release (DSTR) and Akin osteotomy8 (DSTRAkin). The surgery was performed under locoregional or spinal anesthesia, with the patient in supine position and the feet overhanging the end of the table, with the operated foot supported on the image intensifier. Tourniquet was not necessary.
An incision was made in the plantar base of the exostosis of thefirst metatarsus with the Beaver 64 (BVI, Waltham, MA, US) scalpel. Afterwards, we removed the periosteum, with the scraper or scalpel, and performed an exostectomy using a 3.1-mm wedge burr. The bone was removed from the joint by manual compression or with a scraper, and, sometimes, with saline solution. Next, we made a dorsolateral incision in the metatarsophalangeal joint of the hallux to perform the tenotomy of the aductor tendon of the hallux and lateral capsulotomy (►Fig. 2A and B). To do so, we moved the finger medially; promoting a varus of the hallux, introducing the Beaver scalpel with the cutting face aimed laterally and deeply, and performed lateral capsulotomy and tenotomy. Finally, we performed a medial incision at the base of the proximal phalanx and, with the wedge 3.1-mm burr, an incomplete osteotomy was performed to obtain a closing wedge after a manual compression. The osteotomy was stable, and no fixation was necessary (►Fig. 1C).
In mild to moderate deformities with altered DMAA, we performed the Reverdin-Isham1,3 (RI) technique. We performed exostectomy as previously described, followed by osteotomy using the same approach. We introduced a Shannon burr from dorsal to plantar at 45 degrees of lateral inclination on the metatarsal head and cut the bone, taking care to preserve the lateral cortical. This enables the performance of a varus osteoclasia, closing the osteotomy and correcting the DMAA, while maintaining stability (►Fig. 3). Next, we performed the release of lateral soft tissues and Akin osteotomy, as previously described.


In cases of moderate HV with joint incongruity, we performed the percutaneous chevron (PCH) technique as described by Vernois.9 We incised the base of the medial exostosis with the Beaver scapel. With a 20-mm long Shannon burr, a v-shaped osteotomy was performed with the apex slightly dorsal in relation to the center of the shaft. The first dorsal cut was perpendicular to the ground, and the second, at 90°, parallel to the floor. (►Fig.4A, B and C). Theburr shouldbe parallel to the distal joint in the horizontal plane. With a Kirschner(K) wire or lever, the first metatarsal head was moved laterally and fixed with 1or 2 screws with 3 mm in diameter. An exostectomy was performed if necessary, followed by the release of lateral soft tissues and the Akin procedure.
In cases of severe HV, percutaneous proximal osteotomy fixed (PPOF) with a screw, similar to the Ludloff osteotomy,10 was performed. The Beaver 64 scalpel was used to create a proximal and lateral incision, 1 cm distal from the metatarsocuneiform joint. We detached the periosteum, and, with the Shannon 2 × 20-mm burr, performed an oblique distal plantar todorsalproximalosteotomy(►Fig.5A).WithaKwireattached below the metatarsal head, the first metatarsus was moved laterallyandsecuredwitha3.0-mmscrew(►Fig.5B).Afterthis, we performed the percutaneous exostectomy, the lateral release of soft tissues, and the Akin procedure, as described.
The bandage is made with gauze and adhesive tape, keeping the toe in a neutral position with 10° of flexion. The tapings were changed weekly, for 4 weeks, and immediate loading with rigid shoes was allowed as tolerated. When the pathology was bilateral, the patients were operated on both feet. Angular measurements were taken and questionnaires were applied at six weeks, six months and one year.
RESULTS
In total, 72 (112 feet) patients, with an average age of 58.8 years (range: 17 to 83) were submitted to surgery, and 89% were female. They were divided in the 4 aforementioned categories, and 26 DSTRs-Akin (23.2%), 36 PCHs (32.1%), 35 IRs (31.25%), and 15 PPOFs (13.4%) were performed. A total of 54 (48%) feet required additional procedures to correct other associated deformities. We performed distal minimally-invasive metatarsal osteotomies in 26 feet, corrective fifthbunion osteotomies in 14 feet, corrective osteotomies of toe deformities in 34 feet, neurolysis in 1 foot, and calcaneal osteotomies for flat feet on 2 patients.


The average follow-upwas of 17.2 months (range: 12 to 36 months). The mean preoperative HVA was of 35.1° (range: 13° to 51°); postoperatively, it was of 12.3° (range: 0° to 28°). Therefore, a mean correction of 22.8° was obtained, with the difference being statistically significant (p < 0.05). The mean preoperative IMAwas of 13.7° (6° - 23°) and of 9.3° (5° to 19°) postoperatively, with a mean correction of 4.4° (p < 0.05). The mean preoperative AOFAS was of 49.2 (34 to 60), and, at the last follow-up, it was of 88.6 (45 to 100), with a mean increase of 39.4 points (p < 0.05).
When the groups were analyzed separately, in the cases of mild HV (►Fig. 6A and B), the mean preoperative HVA wasof 21° (range: 15° to 27°), and, at thelast follow-up, it was of 10.2° (range: 4° to 21°). The mean angular correction was of 10.8° (range: 7° to 20°). The mean preoperative IMA was of 11.2°(range: 6°to 15°), and, at thelastfollow-up, it was of 10.3° (8° to 13°), with an average correction of 0.9° (range: 0° to 2°). The mean pre operative AOFAS was of 55.6(range: 34 to 65), and, postoperatively, it was pf 94.2 (range: 77 to 100).
In the cases submitted to RI (►Fig. 7A and B), the mean preoperative HVA was of 26.5° (range: 18° to 36°), and, in the postoperative period, it was of 13.7° (range: 6° to 21°), with 12.8° of average correction. The mean IMA was of 13.4° (range: 11° to 17°) preoperatively, and 12.6° (range: 7° to 17°) postoperatively, with a mean correction of 0.8°. The average AOFAS score increased from 52.4 (range: 44 to 60) to 85.3 (range: 70 to 100) points. In the moderate cases with articular incongruity in which PCH was indicated (►Fig. 8A and B), the HVA decreased from 31° (range: 26° to 40°) to 14.5° (range: 3° to 26°), with a mean correction of 16.5°. The IMA decreased from 14.9° (range: 9° to 17°) to 10.7° (range: 8° to 16°), with a mean correction of 4.2°. The average AOFAS score increased from 42 to 87.1 points.
In severe cases, submitted to PPOF (►Fig. 9A and B), the mean preoperative HVA decreased from 39.2° (range: 30° to 51°) to 17.7° (range: 8° to 28°), with a mean correction of 21.5°. The mean preoperative IMA decreased from 18.4° (range: 15° to 23°) to 11.8° (range: 7° to 17°), with a mean correction of 6.8°. The mean preoperative AOFAS was of 41.8 (range: 34 to 50) and increased to 88 (range: 70 to 100) points at the last follow-up. One patient was dissatisfied with the outcome due to recurrence.

Regarding the complications, there were 6 cases in which removal of the screw was needed (3 PCHs and 3 PPOFs), 1 case of fistula (PCH), 3 cases of joint stiffness (2 RIs and 1 PCH), 2 cases of residual edema after 1 year of the surgery (PPOF), 2 cases of transfer metatarsalgia (1 PCH and 1 PPOF), 2 asymptomatic non-unions of metatarsal osteotomy after 1 year, and 1 broken burr that could not be removed. Two patients presented a symptomatic callus, caused by dorsal dislocation of first metatarsal head (1 RI and 1 PPOF), there was 1 recurrence in less than 1 year (PPOF), and 1 nontransient neuropathy (DSTR-AKIN). These represent 18% of all cases. The percentage of complications was proportionally higher in the severe cases (33%; PPOF) followed by the moderate cases (18%; PCH), intermediate cases (17.6%; RI), and mild cases (12%; DSTR-Akin).
DISCUSSION
Several techniques for the surgical treatment of HV have been described. We do not believe that a single technique can solve all cases. The present study is based on modern treatment concepts, which have originated protocols based on clinical and radiographic changes.11,12 Our protocol is based on the criteria and techniques already established regarding open procedures. The main difference is the application of this protocol with percutaneous techniques and stable fixation, preserving the local biology.13
In mild cases, we chose to perform the DSTR-Akin, according to Kayali et al.,14 as the release of soft tissues rebalances the deforming forces and enables the achievement of good corrections. This procedure is performed only when the AIM is lower than 15°. In the present study, there was no recurrence after up to 28.6 months of follow-up. Colloff and Weitz15 and Martinez-Nova et al.16 also performed DSTRAkin percutaneously in the treatment of mild to moderate HV, with similar results in the short term. Pansini et al.17 used the Akin osteotomy in 89.1% of HV surgeries, highlighting the importance of this procedure for the correction of the deformity in combination with other techniques.
We obtained similar results compared to those already published in the literature, in which the Austin technique is the most popular.18,19 Basile et al.20 compared the Akin procedure associated with chevron with DSTR-Akin and described similar results, with a mild radiographic advantage for the chevron with the Akin prodedure.
In mild to moderate cases, which require DMAA correction, we considered the biplane chevron21 the most appropriate open technique. We performed the RI4 technique with good results, as already described in the literature in a multicenter study.5
In cases of moderate to severe HV with joint in congruity, we chose the percutaneous chevron procedure, as described by Vernois and Redfern.22 Marijuschkin et al.23 demonstrated the advantage of this technique with a low rate of complications and a high rate of patient satisfaction compared to conventional techniques. Lam et al.,24 in a comparative study with the scarfosteotomy, highlighted an advantage in surgical time and postoperative pain. Brogan et al.25 compared the conventional chevron and PCH, and stated there were no differences in complications and results, suggesting a short-term advantage for the PCH.


| Results | ||||||||
|---|---|---|---|---|---|---|---|---|
| Procedure | Initial HVA | Final HVA | (AC) HVA | Initial IMA | Final IMA | (AC) IMA | Initial AOFAS | Final AOFAS |
| DSTR-Akin | 21° | 10,2° | 10,8° | 11,2° | 10,3° | 0,9° | 55.6 | 94.2 |
| Reverdin-Isham | 26,5° | 13,7° | 12,8° | 13,4° | 12,6° | 0,8° | 52.4 | 85.3 |
| Percutaneous Chevron | 31° | 14,5° | 16,5° | 14,9° | 10,7° | 4,2° | 42 | 87.1 |
| PPOF | 39,2° | 17,7° | 21,5° | 18,4° | 11,8° | 6,8° | 41.8 | 88 |
| Total | 35,1° | 17,2° | 22,8° | 13,7° | 9,3° | 4,4° | 49.2 | 88.6 |
Abbreviations: AC, average correction; AOFAS, ankle and hindfoot score of the American Orthopaedic Foot and Ankle Society; IMA, intermetatarsal angle; DSTR-Akin, distal soft tissue release and the Akin procedure; HVA, hallux valgus angle; PPOF, percutaneous proximal osteotomy fixed with a screw.
In severe cases, we chose the PPOF with screws, similar to the Ludloff osteotomy, enabling IMA correction. According to Saxena and McCammon,26 who performed the conventional Ludloff osteotomy, this technique offers the advantage of better stability than the proximal chevron and crescent osteotomy. Lavigne et al.27 described a triple percutaneous osteotomy for the correction of severe deformities, making 3 fixed shortening wedges, which was not our choice due to great technical difficulty. Vernois and Redfern13 performed PCH and oblique incomplete first metatarsal base osteotomies for the treatment of severe HV, both with good results; these might also be good options. Regarding the open techniques, Mann et al.28 performed proximal osteotomy and lateral release with similar results and with 28% elevation of the metatarsal head, high complications typical ofsevere cases. Considering the Ludloff osteotomy, Myerson29 described complications in 22 of 75 feet, and considered these goods results, with good radiographic corrections and good patient satisfaction.
Percutaneous surgery has many advantages, especially considering its minimally-invasive characteristics. As presented by Lara et al.30 it is less painful than open surgery, and hasbettercosmeticresultsandverysimilar overallresults. These couldbeconfirmedinour resultsby theelevatedpatient satisfaction and high AOFAS scores.
The present study has a few limitations regarding its case series design. On one hand, we did not have an open surgery control group, and the follow-up was limited. On the other hand, it is a prospective work with a significant number of patients operated in a one-year period by the same surgeon. We believe that further research is necessary to establish this protocol, but the present study is a start, and it shows that the percutaneous techniques, with all of their benefits, could be performed in place of open procedures, with very similar results. In future studies, we suggest a longer follow-up in order to evaluate potential recurrence and a larger sample to confirm the protocol.
CONCLUSION
The surgical techniques herein described were effective in the treatment of HV with an improvement in the AOFAS score, high patient satisfaction, and good radiographic correction.
With the percutaneous and conventional surgeries, physicians are able to treat HV regarding the peculiar characteristics of each case, considering the radiographic and clinical knowledge already acquired with the classic studies. The percutaneous approach has as the advantage of being less aggressive to the soft tissues, providing better cosmetic results and less painful recovery.












