1. Home
  2. Skeleton
  3. Diagnosis
  4. Indications
  5. Treatment

Authors of section


Han Jo Kim, Marinus de Kleuver, Keith Luk

Executive Editors

Kenneth Cheung, Larry Lenke

General Editor

German Ochoa

Open all credits

Posterior Screws - With direct vertebral body derotation

1. Introduction

The aims of surgery are to:

  • improve the spinal curve
  • improve the three dimensional alignment of the spine
  • prevent progression of the curve in the future
  • improve cosmesis
  • reduce pain
  • optimize pulmonary function
  • maintain neurological integrity

This is achieved by correction of the deformity and creation of a solid arthrodesis of the deformed part of the spine.

To illustrate this procedure, we will use a right thoracic curve.

AIS Lenke 1 Posterior pedicle screws - Goal of surgery

Details on selection of fusion levels can be found here.

2. Approach and preparation

The procedure is performed through a posterior approach with the patient in the prone position. The lengths of the incision will depend on the levels being fused.

AIS Adiopathic adolescent scoliosis Anterior release posterior fixation Lenke 1

3. Pedicle screw insertion

Pedicle screw density would depend on surgeon's preference and preoperative planning. Typically less screws are utilized on smaller and more flexible curves, while more screws are utilized on larger and stiffer curves up to a maximum of segmental screws bilaterally.

Details on pedicle screw insertion.

AIS Lenke 1 Posterior pedicle screws - Pedicle screw insertion

4. Release

Indications for release

Depending on flexibility findings, the release can be carried out only at the apex of the curve, which is usually the stiffest, or the whole length of the instrumented spine.

A release is generally performed if the spine cannot easily align to the rod during surgery. This can be predicted preoperatively based on the bending X-ray. For stiff curves, fulcrum bending X-ray and the traction X-ray under general anaesthesia is the method of choice for determining flexibility.

A soft tissue release can be performed by removal of the interspinous ligaments along with the midline ligamentum flavum of the apical regions of the deformity. If additional release is desired, then formal Posterior Column Osteotomy (PCO) can be performed at the same levels. PCO is also called SPO (Smith-Petersen osteotomy) or Ponte osteotomy. The shaded area to the left outlines the bony resection performed during a PCO.

All posterior releases begin by resecting the inferior aspect of the spinous process, followed by removal of the interspinous ligament utilizing a standard rongeur.

AIS Lenke 1 Posterior pedicle screws - Release

Removal of the 3-5 mm of the inferior aspect of the inferior facet joint is performed at each level of the planned fusion using an osteotome.

The ligamentum flavum is removed with a Kerrison rongeur beginning in the midline and exiting lateral until abutting against the medial aspect of the superior facet. It is important not to penetrate deeply against the dura.

AIS Lenke 1 Posterior pedicle screws - Release

Care should be taken not to tear the dura particularly on the concavity of the curve where the neuro tissues preferentially lie.

A Kerrison rongeur is utilized to remove the most cephalad portion of the superior articular facet exiting out lateral into the neuroforamen. This completes the PCO and is usually repeated at other levels.

Epidural bleeding within the neuroforamen is controlled with hemostatic agents and cottonoid packing.

AIS Lenke 1 Posterior pedicle screws - Release

5. Facet joint fusion

In cases where a PCO has been performed, the facet joint is already removed and this step ("Facet joint fusion") should be omitted.

The inferior articular facet is removed with an osteotome exposing the articular cartilage of the superior articular facet.

AIS Lenke 1 Posterior pedicle screws - Facet joint fusion

Remove the articular cartilage from the superior articular facet using a gouge or a curette.

AIS Lenke 1 Posterior pedicle screws - Facet joint fusion

Insert pieces of bone graft (autograft, allograft, or bone substitute) into the decorticated facet joint for arthrodesis.

These steps are repeated for all the levels on both sides.

AIS Lenke 1 Posterior pedicle screws - Facet joint fusion

6. Correction of the deformity

Left rod

The concave rod is bent to the appropriate thoracic kyphosis as preoperatively planned with the appropriate transition into lordosis of the thoracolumbar junction as necessary.

The amount of thoracic kyphosis bent into the left rod will be based on:

  • curve size
  • curve flexibility
  • number and purchase of bone anchors
  • size and material of the rod utilized
AIS Lenke 1 Posterior pedicle screws - Rod contouring

Starting with the most cranial screw the rod is inserted into all the concave screw heads conforming to the concavity of the deformity without being locked.

AIS Lenke 1 Posterior pedicle screws - Rod insertion

For large deformities, the apical screws may not fully engage the rod, this is OK because the derotation maneuver will usually allow for the screws to be reduced to the rod.

AIS Lenke 1 Posterior pedicle screws - Rod insertion

Rod holders are then applied onto the rod and the rod is rotated 90°counter clockwise around its axis converting the scoliosis and partially restoring kyphosis.

This rod-rotation maneuver should be performed slowly and cautiously with careful attention to both the implant-bone interface to avoid pullout, and to the neuromonitoring signals.

AIS Lenke 1 Posterior pedicle screws - Rod rotation

The rod is only locked to the 1 or 2 most caudal screws to prevent the rod from rotating back. The other screw heads are unlocked.

AIS Lenke 1 Posterior pedicle screws - Rod locking

Derotation of the spine

Vertebral screw derotation extenders are applied to the periapical screw heads on the concavity and convexity.

AIS Lenke 1 Posterior pedicle screws - Derotation of the spine

An apical derotational maneuver is then performed to simultaneously translate the apical vertebrae dorsally and medially to meet the kyphotically contoured concave rod. The screws are then sequentially locked to this rod from the ends to the apex.

AIS Lenke 1 Posterior pedicle screws - Apical derotation

Concave distraction

Holding the spine in a derotated position, distraction is performed starting at the apex pushing caudal against the lower screws while pushing cranial against the upper screws. After the distraction is performed. Each set screw is locked down to hold the correction.

AIS Lenke 1 Posterior pedicle screws - Concave distraction

Coronal benders are applied for fine tuning the correction. Care is taken to prevent bone-screw interface failure by applying an appropriate amount of force.

This maneuver is best performed on either stainless steel or cobalt chrome rods and may not be suitable on titanium rods.

AIS Lenke 1 Posterior pedicle screws - Concave distraction

Right rod

The right rod is bent to slightly less kyphosis compared to the concave side.

AIS Lenke 1 Posterior pedicle screws - Rod bending

The rod is attached to the most cranial screw, in its normal sagittal plane rotation and locked.

AIS Lenke 1 Posterior pedicle screws - Rod placemnet

The distal end of the rod is then levered down using a rod holder while sequentially being attached to the distal screws.

This cantilever maneuver helps reduce the apical convex rotational deformity.

AIS Lenke 1 Posterior pedicle screws - Rod insertion

This maneuver will push the apical rib hump anteriorly, thereby achieving derotation of the apical segments.

AIS Lenke 1 Posterior pedicle screws - Rod insertion

Convex compression

After locking the apical screw to the rod, the convex screws are compressed towards the apical anchor to horizontalize each vertebra and then locked in position.

It is recommended to obtain radiographic imaging in both planes to confirm optimal alignment at this point.

AIS Lenke 1 Posterior pedicle screws - Convex copression

Compression (1) or distraction (2) is used at the cranial 2-3 levels in order to fine tune shoulder balance, and at the caudal 2-3 levels in order to optimize LIV position.

AIS Lenke 1 Posterior pedicle screws - Compression and distraction

7. Spinal fusion


The laminae and the transverse processes are decorticated with an osteotome.

Care should be taken to always point the osteotome away from the spinal canal.

Alternatively, the decortication may be performed with a powered burr.

AIS Lenke 1 Posterior pedicle screws - Decortication

Bone grafting

Bone graft (allograft, autograft, or bone substitutes) is copiously placed over the entire decorticated area.

AIS Lenke 1 Posterior pedicle screws - Fusion

8. Transverse rod connectors (if desired)

Transverse connectors are optional in this technique based on overall construct stability.

AIS Lenke 1 Posterior pedicle screws - Transverse rod connectors

9. Intraoperative imaging

At some point prior to wound closure intraoperative imaging should check:

  • Fusion levels
  • Screw position
  • Overall coronal and sagittal correction and alignment

10. Aftercare following correction of spinal deformity

Immediate postoperative medication

Intravenous antibiotics are administrated for at least 24 hours, depending on hospital protocol. The use of an epidural pain catheter vs. intravenous patient controlled analgesia (PCA) are utilized for acute pain management.


Early mobilization out of bed, is preferably started the day after surgery. Generally a postoperative brace/orthosis is not required.

Postoperative imaging

It is appropriate to obtain upright PA and Lateral xrays of the patient at some point early postoperative either before the patient is discharged from the hospital or at the 1st postoperative visit as an outpatient

Restriction of activities

To allow the bone to heal and form a solid arthrodesis, some restriction of sports activities, especially contact sports, is usually advised for 6 months.

Postoperative complications

Early postoperative complications include:

  • Postoperative wound infection
  • Urinary tract infection
  • Respiratory complications such as pneumonia

Late postoperative complications include:

  • Pseudarthrosis with loss of correction
  • Late deep wound infections
  • "Adding on" which is progression of scoliotic deformity in the non-instrumented spine.
  • Crankshaft phenomenon (progression of scoliotic deformity within the instrumented spine).
  • Implant failure or other implant related complications

In the long term adjacent segment degenerations above and below the instrumented spine may occur.