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British Journal of Plastic Surgery (2005) 58, 1136–1142

Carpal tunnel syndrome: comparison of intra-


operative structural changes with clinical and
electrodiagnostic severity
D. Tuncali*, A. Yuksel Barutcu, A. Terzioglu, G. Aslan

Department of Plastic-Reconstructive and Aesthetic Surgery, Ankara Education and Research Hospital,
Cebeci, Ankara, Turkey

Received 9 September 2004; accepted 17 May 2005

KEYWORDS Summary The aim of this study is to grade the intraoperative findings seen in
Carpal tunnel carpal tunnel syndrome (CTS) based on severity, and compare it with clinical and
syndrome; electrodiagnostic severity.
Surgery; Thirty-one hands surgically treated for CTS were graded according to the severity
Severity; of clinical signs, and electrodiagnostic tests. Oedema, vascularisation, and fibrosis
Morphology; were graded on a scale of 1–3. Pseudoneuroma or ‘hour-glass’ formation were graded
Internal neurolysis as either 0 or 1. The hands were allocated by an observer into an assumptive severity
group, from grade 1 to 3. Clinical severity and electrodiagnostic severity were
statistically compared with each other, and with each intraoperative severity
criteria.
A high statistical correlation (p!0.01) was found between clinical severity and
vascularisation, fibrosis, and the assumptive intraoperative severity. No correlation
could be demonstrated between electrodiagnostic severity and the intraoperative
criteria.
Intraoperative grading should be regarded as a supportive measure to the clinical
evaluation in order to obtain a sound base for surgical intervention and internal
neurolysis.
q 2005 The British Association of Plastic Surgeons. Published by Elsevier Ltd. All
rights reserved.

Carpal tunnel syndrome (CTS) is a common peripheral distribution of the median nerve, and thenar muscle
neuropathy, characterised by nocturnal hand dis- weakness or atrophy.1,2 Compression of the median
comfort, paraesthesia of the fingers in the nerve by an increase in carpal tunnel pressure is the
main cause.3–5 It usually occurs between ages 36 to 60
years and two to five times more common in women.
* Corresponding author. Address: Mahatma Gandi cad. Mesa
Ufuk 1 Sitesi, 51/28 Gaziosmanpasa 06700, Ankara, Turkey. Tel.:
The diagnosis is confirmed by thorough physical
C90 312 595 34 40; fax: C90 312 437 69 86. examination and electrodiagnostic tests.6 However,
E-mail address: dogan_tuncali@yahoo.com (D. Tuncali). correlation of electrodiagnostic severity and clinical
S0007-1226/$ - see front matter q 2005 The British Association of Plastic Surgeons. Published by Elsevier Ltd. All rights reserved.
doi:10.1016/j.bjps.2005.05.010
Structural changes in CTS 1137

severity does not always reveal an exact match7 reported clinical criteria.9 Only subjects with
although they are highly correlated for diagnosis.8 idiopathic CTS were enrolled in the evaluation.
The mostly used surgical technique for the A form containing separate sections for symptoms
treatment of CTS is the decompression of the and signs was prepared. Data regarding pain or
median nerve at the wrist level.9 Based on several paraesthesia in the distribution of the median
clinical studies9–14 it is now accepted that surgery is nerve, two-point discrimination, thenar atrophy,
not a contraindication for severe CTS. However, the Phalen test, Tinel sign, fine touch sensory (cotton
benefit and role of internal neurolysis in these wool was used as standard material) and motor
patients are still controversial. In 1973, Curtis and functional deficits were fastidiously sought and
Eversmann15 have reported good results using recorded. Weber two-point discrimination test using
carpal tunnel release combined with internal a dull-pointed eye-calliper23 was applied in a
neurolysis of the palmar 50% of the median nerve. longitudinal axis while not blanching the skin.24 The
They have suggested that neurolysis be considered classification of two-point discrimination values
in patients with evidence of chronic compression. advocated by the American Society for Surgery of
Others have questioned the value of this interven- the Hand was used: normal (0–6 mm), fair (7–10 mm),
tion, suggesting that dissection of the median nerve poor (11–15 mm), and protective sensation (more
may lead to an increase in interfascicular fibrosis.16 than 15 mm). Clinical symptoms and signs were
The argument has continued in subsequent clinical subsequently graded according to severity (Table 1).
studies reporting favourable results both with10 and Electrodiagnostic test results were combined in a
without9,11,12 internal neurolysis. Nevertheless, it is single severity classification for statistical analysis
apparent from these studies that as far as symptoms (Table 1).
are of concern, patients with severe CTS definitely All operations were performed by the senior
benefit from surgery whether internal neurolysis is author (DT) under general or axillary block anaes-
added or not. It seems that the main problem in thesia. Following tourniquet application, the oper-
these studies is the highly subjective criteria ation was carried out using an open approach
(sensibility, thenar atrophy) used to assess surgical through a curvilinear incision and 4.0! magnifi-
cation was used throughout the procedure.
outcome that hinders the confidence of compari-
Macro digital photographs were obtained at two
son. Therefore, it still remains unclear for which
specific steps of the operation: immediately after
group of patients the technique should be applied.
sectioning the transverse carpal ligament and
Rhoades et al.10 have recommended using some
following release of the tourniquet. This provided
type of severity criteria to distinguish these
the opportunity to record any original structural
patients in order to avoid unnecessary dissections.
alterations of the nerve that may be subjected to
However, these are not usually objective, but
change in time.25 The nerves were evaluated using
rather call for a degree of surgeon experience.
these digital images blindly by the same author (GA)
Literature information relevant to intraoperative
being unaware of the preoperative evaluation.
gross structural changes that occur in an affected
Structural changes such as oedema, vascularisa-
median nerve in CTS is generally dispersed,4,17–22 tion, fibrosis, ‘hour-glass’ or ‘pseudoneuroma’
narrative in nature and usually far from being formation were recorded according to a severity
demonstrative. The only study that provides an scheme. Oedema, vascularisation, and fibrosis were
intraoperative classification system is based on the graded on a scale of 1–3. Pseudoneuroma or ‘hour-
subjective evaluation of the apparent median nerve glass’ deformities were graded as either 0 or 1, the
compression and lacks the essential details.8 former being absence of the finding. Subsequently
The aim of this study is to search for the the affected hands were allocated by the same
possibility of an intraoperative grading system for observer into an assumptive severity group graded
CTS so that an almost objective criteria can be on a scale of 1–3. This last step has made it possible
obtained that will aid especially in the decision to statistically cross-check the reliability of the
making phase for internal neurolysis. A visual classification.
demonstration of the specific array of changes will Kappa measure of agreement analysis and Kruskal–
be presented according to a grading scheme. Wallis tests were used for statistical analysis.

Materials and methods Results

The diagnosis of CTS was based on previously Surgically treated 25 consecutive patients (31
1138 D. Tuncali et al.

Table 1 Severity grading criteria for clinical, electrodiagnostic and intraoperative evaluations
Evaluation Grade Symptoms
Clinical 1 Intermittent symptoms of pain and paraesthesia, night pain and
paresthesia in the median nerve distribution, with a normal motor and
sensory examination
2 Constant symptoms, with a decrease in fine touch and pin prick but
normal two-point discrimination in the median nerve distribution and no
weakness of the thenar muscles
3 Marked sensory loss, including decreased two-point discrimination and
weakness of the thenar muscles or atrophy
Nerve conduction delay 0 Normal: normal motor and sensory latenciesa
1 Mildly abnormal: less than 15% prolongation of motor and/or sensory
latencies
2 Moderately abnormal: 15–30% prolongation of motor and/or sensory
latencies
3 Severely abnormal: greater than 30% prolongation of motor and/or
sensory latencies
Electromyography 0 Normal: no fibrillation potentials and positive short waves
1 Mildly abnormal: fibrillation potentials and positive short waves, at least
two locations
2 Moderately abnormal: fibrillation potentials and positive short waves,
many but not all locations
3 Severely abnormal: fibrillation potentials and positive short waves, most
or all locations, of moderate or numerous quantity
Intraoperative 1 Normal-mild: thickening and flattening of the nerve but normal vascular
structures of the epineurium, no fibrosis
2 Moderate: moderate decrease in vascularity, mild to moderate fibrosis in
any part of the nerve, ‘hour-glass’ or ‘pseudoneuroma’ appearance
3 Severe: loss of vascularity, diffuse fibrosis, rounding of the nerve, ‘hour-
glass’ or ‘pseudoneuroma’ appearance
a
Laboratory reference normal values: median sensory latency !3.0 ms; median motor latency !3.8 ms.

hands) were included in the study. The average and electrodiagnostic severity revealed no statisti-
age was 52.4 years with a range of 34–64. cal correlation.
Nineteen were female (76.0%) and six were
males (24.0%). Six patients (24.0%) had bilateral
involvement.
All patients (100%) had symptoms of pain and Discussion
paraesthesia. Positive Phalen and Tinel signs were
found in 84.1 and 72.6% of patients, respectively. The three progressive stages in the pathophysiology
Thenar atrophy was the least confronted (23.0%) of CTS has been described in detail by Sunderland.26
finding. The first stage refers to the early vascular
Oedema severity did not reveal any statistical compromise of the nerve that results in a hyper-
correlation either with clinical or electrodiagnostic excitable state and is responsible for the night
severity. So the grading for oedema was conse-
quently discarded from the intraoperative classifi- Table 2 Distribution of operated hands according to
cation criteria. severity in each evaluation group
A high statistical correlation (p!0.01) was found Severity Number of operated hands
between clinical severity and vascularisation, Clinical Electro- Intraopera-
fibrosis, and the assumptive intraoperative severity evaluation diagnostic tive evalu-
(Table 2). The hour-glass formation was primarily evaluation ation
associated with clinical and intraoperative grade 2 Grade 1 4 (12.9%) 8 (25.8%) 4 (12.9%)
(Fig. 1) and to a lesser degree with grade 3 nerves Grade 2 15 (48.4%) 12 (38.7%) 16 (51.6%)
(Fig. 2). No correlation (pO0.05) was observed Grade 3 12 (38.7%) 11 (35.5%) 11 (35.5%)
between electrodiagnostic tests and intraoperative Total 31 (100%) 31 (100%) 31 (100%)
criteria (Table 2). Similarly, comparison of clinical
Structural changes in CTS 1139

Figure 1 Case 10 (grade 2): a typical ‘hour-glass’


deformity (between arrows) with a minimal proximal
pseudoneuroma seen following transection of the trans-
verse carpal ligament. Note that the operation is still
under tourniquet control so the vascular network cannot
yet be evaluated.

pains, Phalen and Gilliatt signs.21,27,28 The second


stage refers to the oedematous changes that occurs
mainly as a result of protein leakage from the
vascular network. The pseudoneuroma formation
seen dominantly in grade 2 nerves in our series was
interpreted to represent this second stage of
changes (Fig. 1). Stage three represents the most Figure 2 (A) Case 4 (grade 3): severe fibrosis in the
severe changes that are characterised by fibrosis median nerve. Note the vascular cut-off proximally (black
formation in the nerve. Fibroblasts start to arrow) as soon as the tourniquet is released. Pseudoneur-
oma formation may also be observed in grade 3. (B) Case 3
proliferate in the protein exudate and the final
(grade 3): extensive fibrosis may eventually result in
phase is reached when nutrient vessels are conversion of the median nerve into a fibrous chord with a
obliterated and the affected segment of the nerve relatively avascular epineurium. Fibrosis even extends
converts into a fibrous chord with a relatively beyond the borders of the transverse carpal ligament into
avascular epineuria (Fig. 2).19,26,29 the motor branch of the median nerve (white arrow).
The intraoperative grading criteria used in this
study are not new.10,27,29 In a series of 34 wrists atrophy.27 Similarly, pseudoneuroma was more
explored for recurrent carpal tunnel syndrome, prevalent in grade 2 (Fig. 1) than grade 3 nerves
fibrous proliferation was a contributing cause in 22 (Fig. 2) in our series. The role of vascular
and represented the most frequent surgical find- compromise in the pathogenesis of CTS is well
ing.30 The ‘hour-glass’ formation (pseudoneuroma documented in the literature.5,26,27,34,35 The
or ‘false’ neuroma) (Fig. 1) was first demonstrated vessels situated in the perineurium are not as easily
by Marie and Foix in 1913 and later by several exposed to trauma as epineurial vessels.5,26,35–37
authors.18–20,26,27,29,31–33 The swelling is usually The rapid improvement of the symptoms following
considered to be due to oedema formation related hand shaking or surgery, is constantly attributed to
to local vascular stasis.26,27,31 Thomas and Full- this pathophysiology.5,26,34 The term ‘ischemia’ is
erton31 have described the gross pathology as an intentionally and carefully avoided here because
enlargement of the nerve with the bulbous portion the vascular problem seems to be the result of, or
lying proximal to the edge of the ligament while the at least begin with, venous congestion and capillary
smaller tapered portion extends into the proximal stasis (Fig. 3) rather than an arterial insufficiency.26
third of the carpal canal (Fig. 1). Phalen,27 did not Phalen27 has clearly described the abrupt disap-
attribute pseudoneuroma to be a specific factor in pearance of the vasa nervorum of many median
the pathogenesis of CTS but rather a consequence nerves at the proximal edge of the carpal ligament.
of the pathology. He also pointed to its rare After release of the tourniquet, engorgement of the
occurrence in patients with severe thenar nerve would develop but this would stop abruptly at
1140 D. Tuncali et al.

Figure 3 Case 5 (grade 2): the median nerve at the end


of the operation following release of the tourniquet.
Notice the vascular cut-off (small, black arrow) and the
intact ulnar epineurial vasa-nervorum (large, black
arrow). Because of the venous compromise, a localised
congestion is observed (white arrow). Note that the
‘hour-glass’ and pseudoneuroma formation is relieved.

the level of the proximal edge where the major site


of compression was usually found (Figs. 2 and 3).
Fuchs et al.4 and Scelsi et al.,38 have found a high
incidence (98%) of vascular sclerosis in long
standing CTS specimens. With these studies in
mind we have considered that the specific vascular Figure 4 Case 22 (grade 1): (A) mild carpal tunnel
changes should be one of the main criteria for syndrome with very good vascular network (black
arrows). Note the transverse anastomoses are still intact.
grading the intraoperative severity, although they
(B) The intact fascicles of the thenar branch of the
may not be readily observed in grade 1 nerves median nerve can be clearly seen under magnification
(Fig. 4). (white arrow).
Some degree of connective tissue proliferation in
the median nerve is believed to be a protective
phenomenon against intratunnel compressive
forces in normal individuals3,26,33,36 and it should
not be surprising that the degree of fibrosis will be
more extensive under excessive pressures.39 All
funiculi or fibers are not affected to the same
degree in the initial stages and this explains the
variations in the distribution of the symptoms.26
Lundborg35 has clearly demonstrated how each
large epineurial arteriolar vessel feeds at least
five fascicles with blood. Although some authors
have reported that fibrosis is located mainly under
the transverse carpal ligament,10 it is our constant
observation that, the affected fascicles are
observed anywhere along the median nerve and
can even be counted under magnification (Fig. 4).
We believe that this observation may only be
explained by the ‘fascicular vascularisation’ pat-
tern, rather than by direct pressure. In this regard a Figure 5 Case 12 (grade 2): fascicular fibrosis can be
distinction can be made between grade 1 (Fig. 4) observed in various parts of the median nerve (arrows)
and grade 2 (Fig. 5) since fibrosis is almost never under magnification. An ‘hour-glass’ deformity can also
observed in the former. Although Rhoades et al.,10 be observed.
Structural changes in CTS 1141

could not demonstrate a correlation between the approach surely restricts the use of internal
degree of fibrosis and preoperative symptoms, it neurolysis to a more limited number of patients.
was highly correlated in our series. Since pro- Intraoperative grade 3 can be interpreted as
gression of fibrosis is gradual in the course of the reciprocal to clinical grade 3, which includes signs
disease, it should be logical to expect some degree such as marked sensory loss, decreased two-point
(if not highly) of correlation along with clinical discrimination and weakness of the thenar muscles
progression. or atrophy. These signs are universally accepted to
Some clinical and intraoperative findings such as define severe CTS and used in studies that question
the Phalen and Tinel signs, calibre of the median the value of internal neurolysis.10–12 Since we could
nerve and oedema formation were not included in not demonstrate any statistically significant corre-
the classification criteria because of their incon- lation with either clinical or intraoperative sever-
sistent patterns observed in our study and previous ity, it is not appropriate to recommend a similar
reports.4,5,7,18–20,26,27,29,32 The two-point discrimi- assessment for electrodiagnostic severity. The use
nation test, which constitutes an ‘all or none of an intraoperative grading system for deciding
function’ rather than an accurate indication of the whether or not to perform neurolysis is still
number of functioning sensory fibers,34 was
arguable since the value of the technique in CTS
included only as a criterion for the most severe
outcome is still debatable. However, we think that
grade of clinical findings.
if the surgeon believes in the value of internal
Thenar atrophy is universally accepted as an
neurolysis, then the classification will aid in
absolute indication for the surgical release of the
deciding for which nerves it will be used. Further,
carpal tunnel27 and a strong indication for internal
prospective clinical outcome studies are needed in
neurolysis.10,15,40 However, there are also patients
with severe clinical and electrodiagnostic findings order to prove the value of our intraoperative
that do not yet have thenar atrophy. For these classification system and its place in internal
patients an intraoperative evaluation of the median neurolysis.
nerve was recommended.10 Although controver- Some degree of observer experience is still
sial,16,41 there is a common consensus that internal needed for an intraoperative evaluation, or at
neurolysis is justified only when there is established least, the observer should be exposed to the array
intraneural fibrosis that interferes with nerve of changes beforehand. This was one of the main
function.10,15,40 Rhoades et al.10 have combined aims of this study: in order to provide a visual array
two-point discrimination, thenar muscle atrophy, of structural changes for training. Following dem-
or denervation potentials in the thenar muscles onstration, an inexperienced eye can easily partici-
coupled with evidence of fibrosis of the median pate in the grading because of the simple criteria
nerve for a sound indication for internal neurolysis. used. However, it should be regarded and used as a
However, the degree of fibrosis that will justify an supportive measure to the clinical evaluation of the
intraneural dissection has never been designated in patient in order to have a sound base for surgical
any of the previous reports. In this regard, we intervention and especially for internal neurolysis.
believe that the vascularity pattern of the nerve
will be of help in order to make a distinction.
Although criteria for intraoperative grading are
provided in Table 1, a more simplified method can References
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