Kot Wicki 2008
Kot Wicki 2008
TOMASZ KOTWICKI
Department of Paediatric Orthopaedics and Traumatology, University of Medical Sciences of Poznan, Poland
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Abstract
Purpose. The purpose of this paper is to provide an overview of the techniques of evaluation of patients, suffering from
idiopathic scoliosis.
Methods. The presentation is provided, concerning the medical history, clinical examination, conventional radiography,
stereo-radiography, surface topography, ultrasounds, computer tomography, and magnetic resonance imaging, focusing on
the points specific for the pathology of idiopathic scoliosis.
Results. Use of the scoliometer became systematic in the clinical evaluation. Quality of life questionnaires, including those
endorsed by the Society on Scoliosis Orthopaedic and Rehabilitation Treatment (SOSORT), oriented towards scoliotic
patients, gain on popularity and are extremely helpful to objectively evaluate the disability related to scoliosis. Classical
radiography serves as the basic exam to determine the curve type and magnitude. Ultrasounds, computer tomography and
For personal use only.
magnetic resonance imaging are indicated in precisely defined clinical situations. Stereo-radiography and surface topography
seem to be the most promising techniques, however requiring standardisation.
Conclusions. Apart from sophisticated measurements, the experience of a physician cannot be underestimated. High
standard clinical evaluation will probably continue to serve as a reference for other methods of assessment of patients with
scoliosis. Stereo-radiography and surface topography deserve common use, after standardization is achieved.
Keywords: Idiopathic scoliosis, evaluation of deformity, clinical examination, radiological examination, stereo-radiography,
surface topography
Correspondence: Tomasz Kotwicki, Department of Paediatric Orthopaedics and Traumatology, University of Medical Sciences of Poznan, Poland.
E-mail: [email protected]
ISSN 0963-8288 print/ISSN 1464-5165 online ª 2008 Informa UK Ltd.
DOI: 10.1080/09638280801889519
Evaluation of scoliosis today 743
Structured questionnaires investigating the health- mobility is assessed by observing chest expansion
related quality of life rightly become more and more during deep breathing. Certain characteristic pheno-
popular, as they place the patient as the subject and types are considered: Marfan syndrome (tall, thin
not the object in the centre of the therapeutic subjects with increased arm span, high arched palate
process. The questionnaires collect the data on and arachnodactyly), Ehlers-Danlos syndrome (im-
disability of patients with scoliosis [5]. General portant joint hyperlaxity, hyperextensible fragile skin
health instruments (SF-36) [6] or questionnaires tissue, facial dysmorphy).
related to the low back pain (Oswestry) [7] have been From the side, the physiological spinal curvatures
applied to patients with scoliosis after bracing or are examined. Sagittal distances from the plumb line
surgical treatment [8], however, the scoliosis specific to the back may be noted at the cervical, thoracic,
questionnaires (SRS-22) have been constructed [9], lumbar and sacral levels [17], or the curvatures may
For personal use only.
and then progressively refined [10]. New instru- be assessed with a plurimeter. Observing from the
ments oriented towards conservative management side the child’s back during forward flexion is a
were proposed by Vasiliadis and Grivas [11], as well sensitive way of detecting local thoracic hypokypho-
as by the Bad Sobernheim team [12], to be applied in sis, which can be present in a beginning thoracic
clinical situations [13,14]. The health-related ques- scoliosis (Figure 1B), and of eliminating the
tionnaires will probably gain in importance. Lenke Scheuermann’s juvenile kyphosis. Pectoralis major
et al. stressed: ‘Although most decisions for mana- shortening is detected by the range of the shoulder
ging idiopathic scoliosis are based on the coronal flexion in the upright position. In forward flexion, the
Cobb angle measurement of the curve, the patient is distance from the tip of the fingers to the floor may
often more concerned with his or her cosmetic be assessed, serving as approximate measure of
appearance, especially the degree of rib hump spinal flexibility and of hamstring muscles short-
deformity’ [15]. ening, the latter is precisely determined in supine
position by measuring the popliteal angle. Muscle
shortening in extremities is not the sign of idiopathic
Clinical examination
scoliosis but of common superposed postural
The child is to be examined, not the scoliosis. The defects; muscle shortening may also be found in
child should get undressed for clinical examination. non-idiopathic scoliosis.
On the one hand, the naked child, embarrassed by From behind the trunk, asymmetries usually
the situation, will not adapt a habitual posture. On become evident and are systematically noted:
the other hand, the covers prevent observing the gait Shoulders, scapulae, waists. The lumbo-sacral region
and dynamic posture when the cultural and social is checked to rule out any suspicion of spinal
contexts are respected. Examination of the pubertal dysraphism. Trunk balance is assessed with the
stage (pubic hair and breast development) according plumb line placed from the tip of the C7 spinous
to Tanner’s staging [16], which has to be done in process or from the external occipital tuberosity. Left
the pre-menarchial adolescent girls with progressive or right imbalance is measured in centimetres at the
scoliosis, is a test of the physician’s gentleness. The natal cleft level. Thorax imbalance is checked with
patient’s weight, height and sitting height should be left and right plumb lines falling from the posterior
noted. axillary fold; their distance from the great trochanter
Observing the child while walking is helpful in is measured at each side, and both distances are
assessing the global posture. Then standing upright compared. Structured charts and clinical indices are
normal posture is watched from the front, back and a way to systematize the results of the clinical
sides. The pelvis should be level, lower limbs examination and to study its reliability. Zaina et al.
744 T. Kotwicki
proposed the TRACE index which converts the curves: proximal thoracic, main thoracic, thoraco-
quantitative observations into a numerical scale [18]. lumbar or lumbar (Figure 2).
Examination of the symmetry of the back in Grosso and Negrini found a good inter-observer
forward flexion (Adams’ test [19]) is essential repeatability (0.9) for the hump height clinical
(Figure 1A). The trunk flexion is being performed measurement and the angle of trunk rotation (0.86)
progressively; the observer can stop it at any degree in 116 patients [20]. The correlation between the
to measure the trunk inclination with a scoliometer. ATR and the Cobb seems better in the thoracic than
The term ‘rib hump’ is rejected by many clinicians in the lumbar spine [21], and better in aged scoliotics
and replaced with rib prominence or trunk inclina- than in younger children [22]. One should also
tion (rotation). The angle of trunk inclination (ATI), consider the variations of trunk asymmetry in normal
called also the angle of trunk rotation (ATR), is the population [23]. Most widely used scoliometers were
parameter of the high clinical value, comparable to constructed by Bunnell [24] and by Pruijs [25].
the value of the radiological angle of Cobb. It is Traditional assessment with a ruler is also possible,
recommended to measure the ATR at three levels of and sometimes advantageous in big curves. Exam-
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the spine, corresponding to the location of structural ination in forward bending enables us to detect the
For personal use only.
Figure 1. Adams’ forward bending test is sensitive in detecting trunk rotation (A). Observation of the spinal alignment made from the side is
helpful in the assessment of the sagittal curvatures. In this patient, the beginning thoracic scoliosis was responsible for limitation of flexion of
the lower thoracic spine (B).
Figure 2. The use of the scoliometer enables quantification of the trunk deformity. The normal range of back asymmetry up to 3 degrees is
observed. The values of 4 to 6 degrees require repeated examination every 3 to 6 months during the phase of the rapid growth spurt. It is
necessary to assess the trunk deformity at least at three levels: proximal thoracic (A), main thoracic (B), thoracolumbar/lumbar (C).
Evaluation of scoliosis today 745
number of curvatures, their location, the side of Th12 or L1 or the disc Th12/L1, a lumbar scoliosis
convexity. Adams’ test serves for scoliosis screening; from L2 to L4. The scoliosis is right or left,
it may be regularly practised by parents of adolescent depending on the side of the convexity. Identification
girls. Scoliosis flexibility assessment is another key of primary and secondary curvatures is essential; it
measure for both conservative and operative treat- may be largely facilitated by comparing the radio-
ment; it is clinically assessed by lateral bending or graph with the clinical exam.
shifting of the trunk, by gentle passive traction, or by The curve magnitude is assessed by measuring the
direct palpation. angle of scoliosis on the radiograph. The Cobb
method [29] is widely accepted, as the simplest;
actually it reflects only the tilt of the two limit
Radiological examination
vertebrae, without giving any information on the
Classical radiography is still the most important curve length, the vertebral rotation or lateral trans-
imaging of scoliosis. Frontal and lateral standing position of the apex. Variations in the Cobb angle
radiographs are taken in normal (non-corrected) measurements comprise mean difference of 2.4
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posture. For the frontal plane radiograph, the degrees between the antero-posterior and the
postero-anterior projection is reported advantageous postero-anterior films [30]; the differences of about
comparing to the antero-posterior one, because of 2.0 – 3.0 degrees are reported for the intra-observer
the lower irradiation of the breasts and the thyroid and inter-observer rates [26,31]. There is a con-
[26]; the concomitant increase of bone marrow sensus that differences of less than + 5.0 degrees,
exposition is considered relatively unimportant. compared to the previous radiograph, do not have
Digital radiography offers good image resolution; clinical significance. Detecting curve progression
the exposition seems to be reduced. A long cassette needs at least 6 degrees of difference [32].
(90 cm) allows visualization of the cervical, thoracic The spine rotation is assessed on the frontal
and lumbar spine, the thorax and the pelvis. If the radiograph by measuring vertebral axial rotation,
hip joints are visible, the accurate lower limbs length usually at the apical level. The method of assessing
For personal use only.
may be determined. Lower limbs discrepancy should the relative position of the shadows of vertebral
be compensated with a shoe lift before the radio- pedicles versus the shadow of the vertebral body was
graph is taken. Lateral radiograph is technically proposed by Nash and Moe [33], then developed to
demanding because the upper limbs cover the the current measure by Perdriolle [34]. Drerup [35]
thoracic spine and have to be taken away; they and Raimondi [36] proposed other ways of quantify-
usually repose on a special support or against the ing the pedicle position.
homolateral clavicles [27]; the habitual posture Evaluating curve flexibility with radiography is as
should be maintained. important, as doing it with the clinical exam. Side,
The analysis of the frontal radiograph can begin bending radiographs can be made in a standing or in
with drawing a central vertical sacral line (CVSL), supine position. Traction X-ray is practised before
passing through the centre of the sacrum [28]. surgical treatment.
Structural spinal curvatures usually cross this line. After the analysis of the frontal radiograph, the
In idiopathic scoliosis the spinal curvature is harmo- findings may be summarized in a short formula, for
nious and gently goes through the adjacent curva- example: Idiopathic single right thoracic scoliosis
tures; sharp curvatures are typical for congenital from Th5 to Th12 of 34 degrees of Cobb angle and
anomalies. There may be one or two, or exception- 15 degrees of Perdriolle angle of vertebral axial
ally three, primary structural curvatures, and two rotation.
compensatory curvatures – one below and the other The analysis of the lateral radiograph is the object
above the structural ones. The upper and the lower of more controversy than the frontal one, because the
limit vertebrae are the last vertebrae inside the scoliotic deviation is superposed on the normal
curvature; they are situated close to the CVSL, are sagittal curvatures. The thoracic kyphosis and
most tilted, least deformed and usually present no lumbar lordosis are measured with angles similar to
axial rotation. The apical vertebra is most distant the Cobb method [37], Th4 or Th5 is often taken at
from the CVSL, most rotated and most deformed the proximal level of thoracic kyphosis, because they
but not tilted. If there are two apical vertebrae, the are usually the highest well visible vertebrae. The
curve apex is situated in the intervertebral disc in segmental sagittal analysis, seeking for local distur-
between. Defining the apical vertebra is the basis of bances of thoracic kyphosis, seems to be a promising
scoliosis nomenclature. For example, a cervicothor- procedure [38]. Particular attention is paid to the
acic scoliosis has the apex at the level of the junctional zones, especially to the thoracolumbar
cervicothoracic junction (C7 or Th1 or the disc junction [39,40]. A harmonious sagittal profile is of
C7/Th1), a thoracic scoliosis has the apex at the level great value as a result of therapy. The pelvic
from Th2 to Th11, a thoracolumbar scoliosis at incidence is a somewhat sophisticated but important
746 T. Kotwicki
scoliosis the prognosis may be supported by measur- Hecquet, who applied it firstly to the assessment of
ing the rib-vertebra angle of Mehta [47]: the line infantile scoliosis [53]; this technique has been used
joining the head and the neck of the apical rib makes by the author for studying the pathomechanism of
an angle with the vertical axis of the apical vertebra; scoliosis [38], the effect of brace [54] or of the
difference of the concave minus the convex angle, surgical treatment results [55]. The Montreal team
which is superior to 20 degrees, was reported to proposed a more sophisticated technique, compris-
indicate a progressive infantile scoliosis. The rib- ing simultaneous frontal and lateral digital radio-
vertebra angles can be studied at any thoracic level in graph capturing. The image acquisition is effectuated
order to get a better description the thorax in a specially designed frame for controlling the
shape [48]. position of the patient, and includes an additional 20
degrees inclined projection, to recapture the rib cage.
This technique could be successfully applied for
Stereoradiography
various clinical issues [56,57]. Stereoradiography
Traditional plane radiography currently is and provides a novel top view of the spine, shows the
probably will remain the basic examination of plane of the maximum deformity, the real (3-D)
children with spinal deformities, because it provides angle of scoliosis, as well as the spinal balance in the
information on both the displacement and the three planes. It should certainly be learned by
deformation of the vertebral column; moreover the medical professionals of scoliosis care.
X-ray film is a practical and durable data carrier,
the exam is easily available, not expensive, and
both the medical professionals and the patients
Surface topography
maintain that they know to read a radiograph.
Stereoradiography or computer-aided reconstruction Surface trunk asymmetry measurements are very differ-
of the 3-D, based on a frontal and a lateral ent than radiographic measurements.
radiographs, has been developed for last 30 years, M.A. Asher & B.J. Manna, 1999 [58]
being an important step from the one-plane to the
three-planes assessment [49 – 51]. The frontal and Surface topography is a general term to denote
the lateral views are digitized from classical X-ray techniques, which nowadays consist in capturing an
films or may be produced as originally digitized optical image of the surface of the trunk of the
images. Due to the direct linear transformation [52] patient, and in automatic processing it, in order to
or other non-linear algorithms, the transverse plane produce parameters objectively describing the ex-
is visualized (Figure 3). Digitizing the standard x-ray ternal body shape. Cosmetic appearance is the first
Evaluation of scoliosis today 747
preoccupation of every adolescent consulted for (ii) the videocamera recording and (iii) the automatic
scoliosis, moreover the technique is non-invasive, image analysis are developed. The commercialized
precise, sensitive, and has been systematically devel- equipments differ in the technique of image acquisi-
oped for more than 30 years. However, its clinical tion, the degree of resolution, the scanning time, the
significance stays far behind theoretical capabilities. degree of automation and the parameters proposed
The lack of standardization, the hypersensitivity with by the software. Irrespective the type of the hard-
deficient specificity, charges of the hardware, which ware, the detailed configuration of the body surface
needs a specialized staff and occupies a separate is reproduced, with the precision sufficient for
room, cannot completely explain nor justify the clinical usefulness. The aim of the surface topogra-
deficiency in utilization of this technique, potentially phy is to quantify the severity of trunk deformity.
capable to improve the care of patients. Petit, Aubin Usually, only the posterior aspect of the trunk is
and Labelle suppose: ‘Because surgeons are so analyzed, and only the standing upright relaxed
familiar with Cobb angle measurements on radio- position is used.
graphs, the introduction of new surface shape In fact, excessive number of parameters provided
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measures whose meaning may not be readily by the software is a difficulty. All the distances and
apparent to clinicians has been difficult’ [59]. the angles can be unnecessarily measured. Reducing
When debating on the role of the surface the information noise seems to be the challenge for
topography in the evaluation of the body morphol- further clinical research. The parameters useful in
ogy in children with idiopathic scoliosis, one should the author’s experience are: the POTSI index and
begin with rejecting the dogma of the radiological the Hump Sum. The POTSI is an indicator
Cobb angle, as the only gold standard for scoliosis proposed by Suzuki et al. [66,67] for a compre-
evaluation. The dissociation between the radio- hensive quantification of the frontal plane asymme-
graphic versus the surface measures has been tries of the back. It is a sum of six indices,
demonstrated. Thulbourne and Gillespie showed describing the asymmetry of the shoulders, waists,
that the rib hump does not always follow the Cobb axillas and C7 position (Figure 4). The ideal back
For personal use only.
angle [60]. Asher and Manna stated that surgical symmetry (POTSI ¼ 0) is uncommon, the values of
reduction of the Cobb angle does not always result POTSI below 27.5 were reported to be within
in reduction of trunk asymmetry [58]. Hackenberg normal limits; the intra-observer error of 5.5 and
reported that operative correction of radiological the inter-observer error of 6.4 were reported [66].
vertebral rotation of 40%, stable in a 1.5-year The POTSI, as well as parallelly proposed Trunk
follow-up was combined with the loss of the surface Distortion [68], are not affected by growth, because
rotation correction (measured with raster-stereogra- they are based on angles or ratios of lengths; they
phy) from the initial 36 – 28% [61]. The initial can be calculated even after a simple photo of
hopes for surface topography aimed to substitute the back of the patient. The Hump Sum is a
the Cobb angle, and describe the spinal deformity surface topography parameter quantifying the trans-
without exposing the patient to ionizing radiation. verse plane asymmetry of the back. It is a sum of
However, as stated by Goldberg et al., the surface three hump indices, corresponding to the three
and the X-rays ‘are not measuring the same aspect levels of the spine: the proximal thoracic, the main
of the deformity’ [62]. Knowledge of the fact that thoracic and the thoracolumbar or lumbar. Thus,
various patients, each having a 50 degrees Cobb the Hump Sum may be compared to the measures
angle right single thoracic scoliosis, may present a made at three levels of the spine with a scoliometer
various sagittal profile, a various rib hump seize, [69]. Publications of Asher et al., concerning the
and a various trunk balance – is a part of a common issues of the durability of clinical improvement after
experience of clinicians. One cannot find a ratio- surgical correction [70], and the influence of
nale, why the Cobb angle – a radiological measure, surface parameters on the quality of life question-
which describes exclusively the tilt of two vertebrae naire responses [71], are the examples of utilization
(reduced to the frontal plane shadow), should be of the POTSI and the Hump Sum. Surface
taken as a reference for other non-radiological topography is helpful in assessing the changes of
parameters. the back shape after brace treatment [72].
The physical basis of image capturing has been New interesting measures are being proposed,
described [63,64]. The raster-stereography techni- however, more experience is necessary to formulate
que seems to be commonly used. It originates from any opinion. Goldberg et al. proposed quantifying
Moire images [65], which have a form of fringes and the left-right asymmetry of the back by a calculation
which can be constructed, due to light waves made at the three levels, each in between the two
diffraction and interference, by simple projection of points, corresponding in relation to the median
a lighted grid on the body surface. Currently, (i) the sagittal plane; the X, Y and Z vectors are created in
projection of an optic raster (a pattern of lines), order to fully describe the back asymmetry [73].
748 T. Kotwicki
Disabil Rehabil Downloaded from informahealthcare.com by University of California Irvine on 10/29/14
Figure 4. POTSI index summarizes trunk asymmetries expressed on the surface of the back in the frontal plane. It should be mentioned that
this index can be calculated from an ordinary photography, as well. However, surface topography equipment is needed for capturing and
calculation of the 3D parameters describing surface deformity.
Figure 6. Magnetic resonance imaging detects abnormalities of the central nervous system in scoliotic patients which are apparently healthy.
In this patient, clinical examination supported idiopathic aetiology of scoliosis (A). Spinal radiography showed non fused laminae at Th12
level (B, C). MRI revealed a tethered spinal cord at the lumbar level (D).
before surgical treatment. In idiopathic scoliosis the tion of the patient referred for scoliosis, one should go
scanning or the whole trunk imposes excessive back to the three questions initially asked. Apart from
irradiation; the selected slices visualize the apical sophisticated measurements, the experience of a
zone, the transient zones and the pelvis (Figure 5). physician cannot be underestimated. Dubousset
The basic parameters are: the angle of rotation of the discussed the findings revealed during the ‘first exam
vertebra to the sagittal plane and to the midline, of a child with scoliosis’ [4], comprising a history, a
introduced by Aaro and Dahlborn [80]. In surgical careful clinical evaluation and a standard X-ray.
management of idiopathic scoliosis, the computer Dubousset maintained that at this first visit: in 90% of
tomography is used to reveal the placement of cases the future curve progression can be confirmed
spinal implants, and to assess the quality of spinal or excluded; in 10% only the regular checking is
arthrodesis. needed to establish prognosis. Such a proportion
seems to be difficult to obtain with any of the above
presented imaging techniques. Unfortunately, the
Magnetic resonance imaging
experience is not directly transmittable to other
Detecting abnormalities in the vertebral canal, professionals. A high standard clinical evaluation will
namely in the nervous system, is the primary probably continue to serve as a reference for other
application. Abnormal neurological examination or methods of assessment of patients with scoliosis.
unusual curve pattern (left thoracic) oblige to
perform an MRI. The Chiari malformation, the
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