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High tibial osteotomy is the most widely used surgical method to treat osteoarthritis with combined varus deformity of
the knee. This treatment is associated with a highly satisfactory clinical outcome providing that patient selection and
surgery performance are carried out accurately. Commonly, the medial open-wedge or the lateral closed-wedge high
tibial osteotomies are used. In this review, we give a thorough investigation of the factors related to the indications,
preoperative assessment, execution, complications, rehabilitation process, and current opinions of medial open-wedge
osteotomy of the high tibia.
Received May 22, 2014; Revised June 23, 2014; Accepted June 25, 2014
Correspondence to: Kyung-Wook Nha, Department of Orthopaedic Surgery, Inje University Ilsan Paik Hospital, 170 Juhwa-ro,
Arthroscopy and Ilsanseo-gu, Goyang 411-706, Korea. Tel: +82-31-910-7301, Fax: +82-31-910-7967, E-mail: kwnhamj@hotmail.com
Orthopedic Sports Medicine
AOSM
Copyright © 2015 Korean Arthroscopy Society and Korean Orthopedic Society for Sports Medicine. All rights reserved.
CC This is an open-access article distributed under the terms of the Creative Commons Attribution Non-Commercial License (http://creativecommons.org/licenses/
by-nc/3.0) which permits unrestricted noncommercial use, distribution, and reproduction in any medium, provided the original work is properly cited.
of the medial articular cartilage, is rearranged. This have shown good clinical outcomes after HTO [9]. These
rearrangement redistributes the pressure/weight more indications are similar to those for TKA (Table 1).
evenly on both sides of the knee and reduces the venous
pressure on the bones, and subsequently reduces CONTRAINDICATIONS TO HIGH TIBIAL
pain. Clinically, after HTO, articular cartilage must be OSTEOTOMY
regenerated to fill up the removed bones in the medial
compartment [3,4] (Fig. 1). Contraindications can be divided into relative or absolute.
Open-wedge HTO is easier to perform than closed- Relative contraindications to HTO are severe medial
wedge HTO. Open-wedge HTO achieves a more accurate osteoarthritis (Kellgren-Lawrence grade 4), a correction
restoration and does not damage the proximal tibiofibular angle greater than 20o, a knee flexion of greater than
joint or the common peroneal nerve. Furthermore, a 10o, lateral translation of the tibia (> 10 mm), a history
smooth conversion to TKA can be made with open-wedge of lateral menisectomy, or osteoarthritis on the lateral
HTO [1,2]. However, in open-wedge HTO, complications compartment. Absolute contraindications to HTO are
such as fracture of the lateral cortex may necessitate bone severe arthritis in the patellofemoral compartment and
grafting after osteotomy and other complications such as conditions such as rheumatoid arthritis, autoimmune
bone collapse may occur. To avoid these, accurate surgical diseases and malnutrition.
skills to prevent the fracture of the lateral cortex and a
strong plate must be used [5–8]. SURVIVORSHIP
INDICATIONS FOR HIGH TIBIAL OSTEOTOMY The current survival rate of HTO has improved signifi
cantly from the past. In 1980s, the 10-year survival rate
There are several indications for HTO. First, patients was 51% to 66% according to a report by Coventry et
who experience pain even after 3 or more months of al. [10]. By 2008, the 10-year survival rate improved
osteoarthritis treatment are indicated for HTO. Patients to approximately 80%, as reported by Gstöttner et al.
under the age of 65 who experience localized pain in the [11], and the 15-year survival rate improved to 90%, as
medial compartment, but want to maintain an active reported by Akizuki et al. [12] in Japan. In 2011, 10- and
lifestyle are also indicated for HTO. Further, patients 15-year survival rates were 92% and 71%, respectively, as
with varus deformity in the medial compartment of the reported by Schallberger et al. [13]. Similar survival-rates
knee, with trivial to mild degenerative arthritis (Kellgren- are seen for TKA patients. The authors believe that the
Lawrence grade 1–3), or with Kissing lesions smaller than improvements in survival rate are more attributable to
1.5 cm (Kellgren-Lawrence grade 4) are indicated for HTO. the research that has led to better patient selection than
Medial osteoarthritis, due to anterior or posterior cruciate improved surgery methods. Thus, when deciding between
ligament injuries or posterolateral collateral ligament TKA and HTO for the treatment option of degenerative
injury, at a prechronic stage is another indication for osteoarthritis, just by considering that the average
HTO. Also, osteonecrosis (of the femoral head or tibia), survivorship after TKA is 15 years, secondary surgery is
osteochondritis dissecans of the medial compartment, difficult after TKA, and prognosis after TKA is poor in
and medial meniscus radial tears, which is often comorbid patients even below the age of 60, then a primary HTO
with medial osteoarthritis, are indications for HTO and intervention is more reasonable before TKA.
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
CLINICAL AND RADIOGRAPHIC EVALUATION of the anatomic valgus, as suggested by Coventry et al. [10],
BEFORE HIGH TIBIAL OSTEOTOMY and 6o of the mechanical valgus, as suggested by Hernigou
et al. [2]. More recently, guidelines have changed and
Before the surgery, a preoperative survey is taken by correction of the coronal plane is made according to the
HTO patients, the patients’ symptoms, functional res weight-bearing axis. The most widely used and accepted
trictions, activity, and job history are assessed, and method, which was first suggested by Dugdale et al. [14],
clinical assessments, such as the Oxford knee score, is lateral shift of the weight-bearing axis to 62% to 66% of
are taken. Radiography is used to assess the extent of the width of the plateau. In general, a shift of 65% is set as
medial osteoarthritis and varus deformity of the knee. the upper boundary, but when osteoarthritis is severe, this
Radiographic scans of bilateral standing anteroposterior upper boundary is extended up to 75% [15].
films and bilateral posteroanterior films at 45o are taken. The weight-bearing scanogram method [16] recom
However, as bilateral standing anteroposterior radiograph mends a weight-bearing line target of 62% to 65% of
do not require weight-bearing, the width of the medial the preoperative varus knee (the medial axis of the
compartment space cannot be accurately measured, scanogram is set to 0% and the outermost lateral axis is
meaning that taking the two radiographs must be taken set to 100%). Conforming to this has shown enhanced
together (Fig. 2). Also, scanograms with low-to-extreme clinical outcomes of osteotomy. However, matching the
weight-bearing are taken at standing pose. Standing weight-bearing line to the target range during osteotomy
pose scans capture the body from the femoral bone to is difficult, which means under- or over-correction of the
the ankles, which allows us to examine the alignment of weight-bearing line is common. Several methods that
the lower extremity. Axial views of the knees in 30o flexion help to correctly align the weight-bearing line exist. For
show the patellar bone height and whether patellar example, conservative techniques such as C-arms or
translation has occurred. Axial views show changes in computer-assisted navigation techniques can be used
the patellofemoral compartment. Lastly, through varus to measure the weight-bearing line. However, since
and valgus weight-bearing of the knees, instability or these methods are non-weight-bearing systems, under
translation of both knees can be confirmed. which the medial compartment space will widen, they
do not accurately reflect the anatomical environment of
PREOPERATIVE CONSIDERATIONS a weight-bearing body [17] (Fig. 2). Another method is
to use scanograms. Scanograms are printed out in the
Correction of the coronal plane absolute size, the region of interest is cut out and then
In the past, correction of the coronal plane was made to 8o 62% to 65% target weight-bearing line is drawn. The size
Supine
Standing
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
of the osteotomy site is simply measured using a ruler, guide pins should be inserted at the lateral tibial cortex,
allowing an approximation of the bone graft size that and the osteotomy site must be sufficiently cut until only
will be needed [16] (Fig. 3). Recently, PACS software [18] a 0.5 to 1.0 cm border is made with the lateral cortex, after
or Photoshop [19] adopted approaches that use digital which a 3 chisel method is used to carefully scrape out the
planning have been introduced to measure weight- osteotomy site [6]. This prevents lateral condyle fractures.
bearing lines following the Miniaci guideline [20]. And thirdly, the posterior slope of the tibia should be near
anatomical, and to do this, the mean ratio of the anterior
Correction of the sagittal plane and the posterior gap should be around two-thirds [1].
Correction of the sagittal plane, which requires restoring Under general anesthesia, ligament instability of the
of the anatomic angle of the posterior slope of the tibia, is knees is assessed and arthroscopic examination of the
also important in HTO. There is tendency of the posterior osteochondral condition of the joint and meniscus is
slope of the tibia to increase by around 3o in open-wedge made. Then, treatments of associated conditions are
HTO. Having the mean ratio of the anterior and posterior performed. For example, horizontal medial meniscus tears
gap at the osteotomy site around two-thirds help prevent are trimmed down and flap tears are removed by partial
this inclination of the tibia during HTO [1]. However, an osteotomy. Alternatively, microfracture may be carried
equal mean ratio, rather than two-thirds, may be more out on the surface of the medial osteochondral knee. If
beneficial for patients with chronic posterior cruciate an iliac autograft is planned, the contralateral anterior
ligament injuries as it can decrease instability of the knee. iliac is preoperatively prepared. To obtain iliac bone, an
In contrast to open-wedge HTO, there is a tendency of approximately 4 cm-incision is made from the anterior
the posterior tibial slope to decrease by around 3o in iliac crest to the periosteum, making sure not to damage
closed-wedge HTO, which is why closed-wedge HTO is the lateral femoral nerves. Then, a triangular shaped bone
recommended if medial osteoarthritis is combined with a graft of around 2.5 × 3 cm is obtained. After, remaining
chronic anterior cruciate ligament injury. space is filled with bone cement to reduce postoperation
pain. One of the advantages of tricortical bone autograft
SURGICAL TECHNIQUES is that the iliac is strong, and thus effectively maintains
the wall of the medial side. Furthermore, since autograft
There are three golden rules for open-wedge HTO [5]. thickness needs to flexible, using an autograft that can
First, osteotomy must be performed in the “safe zone” to be easily trimmed from the front or back, such as the
prevent lateral cortex fractures [21]. Secondly, at least two iliac bone, is ideal. Another advantage is that the strong
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
iliac bone allows the osteotomy width to be relatively anserinus and the SMCL, to pull aside the SMCL, and
maintain even during the case when the plate needs to be gives a wide view. This was useful as it helped to prevent
removed during an infection [1,5]. Skin incision should be posterior popliteal artery damage and neurologic injury.
made 1 cm inferior to the medial joint line, and midway The second method, which does not require transection,
between the medial and posteromedial cortex of the tibial uses a long tongue retractor between the tibia and SMCL,
tuberosity. and has the disadvantage that it gives a narrower view
for surgery. Another disadvantage is that it opens up at
Uniplane osteotomy least 10 mm of the fracture area, thereby significantly
After incision, the tibial attachment site of the pes increasing the strain on the MCL. Therefore, in general,
anserinus tendon is cut into an up-side down “L” shape the SMCL-transection is the preferred method as it allows
and retracted to the side to expose the superficial medial a good view for surgery and has an added benefit of
collateral ligament (SMCL) (Fig. 4). The pes anserinus preventing neurovascular damage.
tendon can be retracted in two ways either from the upper Afterwards, two guide pins, of either 2.0 or 2.4 mm
layer of sartorius fascia to the lower part, or retracted by in size, are placed at the critical position. The pins are
placing a metal plate on top of the pes anserinus tendon. inserted towards the fibular tip of the metaphyseal flare
Although either method can be used, the authors use past the proximal part of the patellar tendon attachment
the former method as it obtains a wider view. The latter site. Both pins are inserted in parallel to the posterior
method, which preserves the pes anserinus tendon, has a slope of the tibia. The metaphyseal flare connects the
narrower view, which not only makes osteotomy difficult epiphysis and the metaphysis, and has an angular form
but the metal plate itself and the pes anserinus tendon which allows easy identification by touch. Since, the
may collide during joint motion and increase the risk of metaphyseal flare is parallel to the posterior slope of
contact ligamentitis. the tibia, it can be used as the osteotomy line, and as a
The SMCL can be exposed in two ways. First, the SMCL guideline to position the two guide pins (Fig. 4). During
is transected from the osteotomy site or second, SMCL the insertion of guide pins, C-arm radiographs should
is moved from its attachment site into the subperiosteal be taken to confirm the location of the pins. Although
and pulled aside without transection. The two methods of commercially available specialized guiders can be used
SMCL exposure have both advantages and disadvantages. to insert the guide pins, it is better to insert the first guide
The authors found that the first method, which requires pin without the guider, then, check its insertion using
transection uses a long tongue retractor, between the pes the C-arm. Using the radiograph, insert the second guide
pin in parallel to the first guide pin. If the first guide pin is
mistakenly placed outside the “safe zone”, then the second
pin must be inserted with an altered angle to compensate
Proximal for this mistake. When the first mistargeted guide pin is
removed, a thicker 2.8 mm guide pin should be inserted in
Metaphyseal flare
the way that will induce a change of the second guide pin
in the desired direction.
As mentioned above, the two guide pins are inserted
through the distal patellar tendon attachment site in the
direction of the fibular head. The fibular head is the most
important region of the lateral osteotomy hinge, which
means a fracture in this region is likely destabilize the
Anterior Posterior osteotomy site, and thus bone collapse. Cadaveric studies
have found that the lateral-most end of the osteotomy
line should reach the “safe zone”. This is the region from
the fibular edge to the circumference line in plain radio
graphs, and also the region where the lateral capsule, an
Fig. 4. Pes anserinus tendon, the medial collateral ligament and the anatomically sturdy structure, exists. This is the reason
metaphyseal flare (dotted line). why the osteotomy site should be within this region, as it
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
A B
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
REHABILITATION
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
Medial meniscus repairs discoid lateral meniscus does not require partial resec
tomy during HTO.
Horizontal tears
Medial osteoarthritis is commonly found with horizontal Ligamentous reconstruction
medial meniscus tears. Although partial resectomy of Chronic anterior or posterior cruciate ligament injuries
the horizontal tears of the medial meniscus is thought can trigger late medial osteoarthritis if left untreated,
to be clinically ineffective, if the tear is thought to be the and thus are often found hand-in-hand in older patients.
cause of effusion or pain, then its surgical intervention is In such patients, it is important to decide the sequence
recommended. of the treatment of the comorbidity. For most patients,
the symptoms for medial osteoarthritis are more severe
Flap tears than the symptoms for knee instability, and in such cases,
As most flap tears are associated with mechanical symptoms medial osteoarthritis should be treated primary to knee
and complications, arthroscopic partial resectomy of instability. However, if both conditions require imminent
these tears during HTO is recommended if combined with treatment, on what basis do surgeons decide to treat which
osteoarthritis. condition first over the other? Or could they be treated
at the same setting? Although advantages of performing
Medial meniscus posterior root tears HTOs in conjunction with ligament reconstruction exist,
Many surgeons have attempted to repair medial meniscal many disadvantages and complications associated also
posterior root tears by arthroscopy. However, when we exist [26]. For example, the tibial tunnel that is required
conservatively treated individuals with medial meniscus for ligament reconstruction may overlap with where the
posterior root tears during HTO, and followed these metal screws should go in HTO. Further, intra-articular
patients up for at least two years, we found that more than bone protrusion may occur, ligament re-tear may be
80% of patients’ posterior root had naturally healed [9]. induced due to screw friction, and union of the bone
We believe that even if the natural healing process does required in HTO may be delayed. In general, if HTO
not occur, clinically, there may be no difference (Fig. 11). patients are under the age of 40, have instability of the
knee, show a radiological Kellgren-Lawrence grade of 1 to
Discoid lateral meniscus 2, then they may be indicated for ligament reconstruction.
A normal discoid lateral meniscus is sometimes seen
during HTO. A two-year follow-up MRI study has shown CONCLUSION
that in individuals who had a discoid lateral meniscus
showed an increased in signal intensity caused by an High tibial osteotomy is a popular surgical procedure for
increased axial loading in the lateral compartment [25]. osteoarthritis of the knee with varus deformity. The aim of
However, it is generally thought that an asymptomatic a valgus high tibial osteotomy in medial osteoarthritis of
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Kyung Wook Nha. Current concepts in open-wedge high tibial osteotomy
a varus knee is thus a decompression of the degenerated surgical technique with rigid fixation .
medial compartment, in order to decrease the pain
and delay the progress of cartilage degeneration. For CONFLICT OF INTEREST
successful clinical outcomes of high tibial osteotomy,
there are some key points as follows: 1) proper patient No potential conflict of interest relevant to this article was
selection, 2) proper preoperative planning, and 3) precise reported.
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