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GREEN’S
OPERATIVE
HAND
SURGERY
EIGHTH EDITION
SCOTT W. WOLFE, MD SCOTT H. KOZIN, MD
Professor of Orthopedic Surgery Clinical Professor of Orthopaedic Surgery
Weill Medical College of Cornell University Lewis Katz School of Medicine at Temple
Chief Emeritus, Hand and Upper Extremity Surgery University
Attending Orthopedic Surgeon and Senior Scientist Sidney Kimmel Medical College at Thomas Jefferson
Department of Orthopedic Surgery University
Hospital for Special Surgery Chief of Staff, Shriners Hospital for
New York, New York Children
Philadelphia, Pennsylvania
WILLIAM C. PEDERSON, MD
Samuel Stal MD Endowed Professor of Plastic Surgery MARK S. COHEN, MD
Professor of Surgery, Orthopedic Surgery, Neurosurgery, Professor of Orthopedic Surgery
and Pediatrics Director, Orthopaedic Education
Baylor College of Medicine Director, Hand and Elbow Section
Head of Hand and Microsurgery Department of Orthopaedic Surgery
Texas Children’s Hospital Rush University Medical Center
Houston, Texas Chicago, Illinois
Elsevier
1600 John F. Kennedy Blvd.
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GREEN’S OPERATIVE HAND SURGERY, EIGHTH EDITION  ISBN: 978-0-323-69793-4


Volume 1 ISBN: 978-0-323-83397-4
Volume 2 ISBN: 978-0-323-83398-1

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Previous editions copyrighted 2017, 2011, 2005, 1999, 1993, 1988, and 1982.

Library of Congress Control Number: 2021946994

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Printed in Canada.

Last digit is the print number: 9 8 7 6 5 4 3 2 1


CONTRIBUTORS TO THE
FIRST EDITION
Jerome E. Adamson, MD Earl J. Fleegler, MD Lewis H. Millender, MD

Alexander C. Angelides, MD Albert F. Fleury, Jr., MD Edward A. Nalebuff, MD

Loui G. Bayne, MD Avrum I. Froimson, MD Robert J. Neviaser, MD

Robert D. Beckenbaugh, MD Gary K. Frykman, MD William L. Newmeyer, MD

William H. Bowers, MD David P. Green, MD Eugene T. O’Brien, MD

Richard M. Braun, MD James H. Herndon, MD George E. Omer, Jr., MD

Donald S. Bright, MD Norman A. Hill, MD Somayaji Ramamurthy, MD

Paul W. Brown, MD M. Mark Hoffer, MD Spencer A. Rowland, MD

Earl Z. Browne, Jr., MD James H. House, MD Roger E. Salisbury, MD

William E. Burkhalter, MD James M. Hunter, MD Lawrence H. Schneider, MD

Richard I. Burton, MD Lynn D. Ketchum, MD Richard J. Smith, MD

Robert E. Carroll, MD L. Lee Lankford, MD James W. Strickland, MD

Rollin K. Daniel, MD Joseph P. Leddy, MD Julio Taleisnik, MD

Harold M. Dick, MD Robert D. Leffert, MD Kenya Tsuge, MD

George Peter Dingeldein, MD Ronald L. Linscheid, MD James R. Urbaniak, MD

James H. Dobyns, MD Dean S. Louis, MD Luis O. Vasconez, MD

James R. Doyle, MD Ralph T. Manktelow, MD, FRCS(C) H. Kirk Watson, MD

Gregory J. Dray, MD Stephen J. Mathes, MD Andrew J. Weiland, MD

Richard G. Eaton, MD Charles L. McDowell, MD E.F. Shaw Wilgis, MD

William W. Eversmann, Jr., MD Gordon B. McFarland, Jr., MD Virchel E. Wood, MD

Paul G. Feldon, MD Robert M. McFarlane, MD, MSc, Elvin G. Zook, MD


FRCS(C), FACS
Michael O. Fidler, MD

iii
CONTRIBUTORS
Julie E. Adams, MD Daphne M. Beingessner, BMath, BSc, Mark S. Cohen, MD
Professor of Orthopaedic Surgery MSc, MD, FRCSC Professor of Orthopedic Surgery
University of Tennessee College of Medicine Professor Director, Orthopaedic Education
Chattanooga, Tennessee Department of Orthopaedics and Sports Director, Hand and Elbow Section
Medicine Department of Orthopaedic Surgery
Nidal Farhan AlDeek, MD, MSc University of Washington Rush University Medical Center
Assistant Professor Harborview Medical Center Chicago, Illinois
Department of Plastic & Reconstructive Seattle, Washington
Surgery Roger Cornwall, MD, FAOA
Chang Gung Memorial Hospital Allen T. Bishop, MD Professor
Taipei, Taiwan Professor of Orthopedic Surgery and Divisions of Orthopaedic Surgery and
Neurologic Surgery Developmental Biology
Edward A. Athanasian, MD Mayo Clinic Alix School of Medicine Cincinnati Children’s Hospital Medical
Clinical Professor of Orthopedic Surgery Consultant Center
Weill Cornell Medical College Department of Orthopedic Surgery University of Cincinnati College of Medicine
Hospital for Special Surgery Division of Hand Surgery Cincinnati, Ohio
New York, New York Mayo Clinic
Rochester, Minnesota Tim R.C. Davis, FRCS, ChM, BSc, MB
George S. Athwal, MD, FRCSC ChB
Professor and Consultant Justin M. Brown, MD Consultant Hand Surgeon
Hand and Upper Limb Centre Director Department of Trauma and Orthopaedics
St. Joseph’s Health Care Reconstructive Neurosurgery Nottingham University Hospitals
University of Western Ontario Massachusetts General Hospital Honorary Professor
London, Ontario, Canada Associate Professor of Neurosurgery Division of Rheumatology, Orthopaedics
Harvard Medical School and Dermatology
Donald S. Bae, MD Boston, Massachusetts University of Nottingham
Professor of Orthopaedic Surgery Nottingham, United Kingdom
Department of Orthopaedic Surgery Brian T. Carlsen, MD
Harvard Medical School Associate Professor Francisco del Piñal, MD, Dr Med
Attending Surgeon Department of Plastic and Orthopedic Hand and Plastic Surgeon
Department of Orthopaedic Surgery Surgery Private Practice
Boston Children’s Hospital Mayo Clinic Madrid and Santander, Spain
Boston, Massachusetts Rochester, Minnesota
Rafael J. Diaz-Garcia, MD, FACS
Mark E. Baratz, MD Paul S. Cederna, MD, FACS System Chief
Clinical Professor and Vice Chairman Robert Oneal Collegiate Professor of Plastic Division of Plastic Surgery
Fellowship Director Hand and Upper Surgery Surgery Institute
Extremity Surgery Section Head Allegheny Health Network
Department of Orthopaedic Surgery Plastic Surgery Clinical Associate Professor
University of Pittsburgh Medical Center Professor Department of Plastic Surgery
Pittsburgh, Pennsylvania Department of Biomedical Engineering University of Pittsburgh School of
University of Michigan School of Medicine Medicine
David P. Barei, MD, FRCSC Ann Arbor, Michigan Pittsburgh, Pennsylvania
Professor
Department of Orthopaedic Surgery and Neal C. Chen, MD George S.M. Dyer, MD
Sports Medicine Chief Associate Professor of Orthopedic
Harborview Medical Center–University of Hand and Arm Service Surgery
Washington Department of Orthopaedic Surgery Department of Orthopaedic Surgery
Seattle, Washington Massachusetts General Hospital Brigham and Women’s Hospital
Associate Professor Harvard Medical School
Andrea S. Bauer, MD Harvard Medical School Boston, Massachusetts
Pediatric Hand and Upper Extremity Boston, Massachusetts
Surgeon Charles Eaton, MD
Department of Orthopaedic Surgery Kevin C. Chung, MD, MS Executive Director
Boston Children’s Hospital Professor of Plastic Surgery and Orthopaedic Dupuytren Research Group
Assistant Professor of Orthopaedic Surgery Surgery West Palm Beach, Florida
Harvard Medical School Chief of Hand Surgery
Boston, Massachusetts Assistant Dean for Faculty Affairs
University of Michigan
Ann Arbor, Michigan
iv
CONTRIBUTORS v

Bassem T. Elhassan, MD James P. Higgins, MD Neil F. Jones, MD, FRCS


Massachusetts General Hospital Chief Emeritus Chief of Hand Surgery
Shoulder Unit The Curtis National Hand Center Distinguished Professor of Orthopedic
Boston, Massachusetts MedStar Union Memorial Hospital Surgery
Associate Professor of Plastic & Distinguished Professor of Plastic and
Jeffrey B. Friedrich, MD, MC, FACS Reconstructive Surgery Reconstructive Surgery
Professor of Surgery and Orthopaedics Johns Hopkins Medicine Ronald Reagan UCLA Medical Center
University of Washington Baltimore, Maryland David Geffen School of Medicine at UCLA
Seattle, Washington Associate Professor of Clinical Plastic University of California Los Angeles
Surgery Los Angeles, California
R. Glenn Gaston, MD Division of Plastic Surgery Consultant in Hand Surgery and
Hand Fellowship Director Georgetown University Medicine Center Microsurgery
Department of Orthopedics Washington, DC Shriners Medical Center for Children
OrthoCarolina Adjunct Assistant Professor of Surgery Pasadena, California
Chief of Hand Surgery Division of Plastic Surgery
Atrium Musculoskeletal Institute University of Pennsylvania Jesse B. Jupiter, MD
Charlotte, North Carolina Philadelphia, Pennsylvania Professor
Department of Orthopedic Surgery
Günter K. Germann, MD, PhD Pak-Cheong Ho, MBBS(HKU), Massachusetts General Hospital
Professor for Plastic Surgery FRCS(Edin), FRCSEd(Orth), FHKCOS, Boston, Massachusetts
University of Heidelberg FHKAM(Ortho)
Department of Plastic, Reconstructive, Hand Chief of Service Sanjeev Kakar, MD
& Aesthetic Surgery Department of Orthopaedics & Professor of Orthopedics
ETHIANUM Clinic Heidelberg Traumatology Department of Orthopedic Surgery
Heidelberg, Germany Prince of Wales Hospital College of Medicine
Clinical Professor (Honorary) Mayo Clinic
Vidal Haddad, Jr., MD, MSc, PhD Department of Orthopaedics & Rochester, Minnesota
Associate Professor Traumatology
Department of Dermatology The Chinese University of Hong Kong Morton L. Kasdan, MD
Botucatu School of Medicine—São Paulo Sha Tin, Hong Kong Emeritus Professor of Plastic Surgery
State University University of Louisville
Botucatu, São Paulo, Brazil Robert N. Hotchkiss, MD Louisville, Kentucky
Attending Surgeon
Kristy L. Hamilton, MD Hand and Upper Extremity Service Graham J.W. King, MD, MSc, FRCSC
Plastic Surgeon Hospital for Special Surgery Professor
Private Practice New York, New York Department of Surgery
Houston, Texas Western University
Jonathan Isaacs, MD Director
Warren C. Hammert, MD Herman M. & Vera H. Nachman Roth McFarlane Hand and Upper Limb
Professor of Orthopaedic and Plastic Surgery Distinguished Research Professor Centre
University of Rochester Medical Center Chief St. Joseph’s Health Centre
Rochester, New York Division of Hand Surgery London, Ontario, Canada
Department of Orthopaedic Surgery
Daniel B. Herren, MD, MHA Virginia Commonwealth University Health L. Andrew Koman, MD
Chief of Hand Surgery System Professor and Chair
Schulthess Klinik Richmond, Virginia Department of Orthopaedic Surgery and
Zurich, Switzerland Rehabilitation
Michelle A. James, MD Wake Forest School of Medicine
Chief of Orthopaedic Surgery Executive Director
Shriners Hospital for Children Northern Musculoskeletal Service Line
California Wake Forest Baptist Health
Professor of Orthopaedic Surgery Winston-Salem, North Carolina
University of California Davis School of
Medicine Scott H. Kozin, MD
Sacramento, California Clinical Professor of Orthopaedic Surgery
Lewis Katz School of Medicine at Temple
University
Sidney Kimmel Medical College at Thomas
Jefferson University
Chief of Staff, Shriners Hospital for
Children
Philadelphia, Pennsylvania
vi CONTRIBUTORS

Steve K. Lee, MD David McCombe, MBBS, MD, FRACS William C. Pederson, MD


Attending Orthopaedic Surgeon Clinical Associate Professor of Paediatrics Samuel Stal MD Endowed Professor of
Hand & Upper Extremity Surgery University of Melbourne Plastic Surgery
Chief Consultant Surgeon Professor of Surgery, Orthopedic Surgery,
Hand and Upper Extremity Service Plastics and Maxillofacial Surgery Neurosurgery, and Pediatrics
Department of Orthopaedic Surgery Department Baylor College of Medicine
Director of Research Royal Children’s Hospital Head of Hand and Microsurgery
Center for Brachial Plexus and Traumatic Honorary Fellow Texas Children’s Hospital
Nerve Injury Murdoch Childrens Research Institute Houston, Texas
Hospital for Special Surgery Melbourne, Victoria, Australia
Professor of Orthopaedic Surgery Mark E. Puhaindran, MBBS, MRCS,
Weill Medical College of Cornell University Richard Meyer, MD MMed
New York, New York Assistant Professor of Orthopedic Surgery Head & Senior Consultant
Department of Orthopedic Surgery Department of Hand & Reconstructive
Fraser J. Leversedge, MD University of Alabama–Birmingham Microsurgery
Professor and Chief Birmingham, Alabama National University Hospital
Section of Hand, Wrist & Elbow Surgery Singapore
Department of Orthopedic Surgery Peter M. Murray, MD
University of Colorado School of Medicine Professor and Chairman Erin Ransom, MD
Aurora, Colorado Department of Orthopaedic Surgery Assistant Professor of Orthopedic Surgery
Consultant Department of Orthopedic Surgery
Yu-Te Lin, MD, MS, FACS Department of Orthopaedic Surgery and University of Alabama-Birmingham
Professor Neurosurgery Birmingham, Alabama
Department of Plastic and Reconstructive Mayo Clinic
Surgery Staff Physician Matthias Reichenberger, MD, PhD
Chang Gung Memorial Hospital Department of Pediatric Orthopedic Surgery Professor of Plastic Surgery
Chang Gung University College of Medicine Nemours Children’s Clinic University of Heidelberg
Keelung, Taiwan Jacksonville, Florida Department of Plastic, Reconstructive, Hand
& Aesthetic Surgery
Graham D. Lister,† MD, FRCS David T. Netscher, MD ETHIANUM Clinic Heidelberg
Professor Heidelberg, Germany
Kevin J. Little, MD, FAOA Division of Plastic Surgery
Director Department of Orthopedic Surgery David Ring, MD, PhD
Hand and Upper Extremity Center Baylor College of Medicine Associate Dean for Comprehensive Care
Division of Pediatric Orthopaedic Surgery Houston, Texas Department of Surgery and Perioperative
Cincinnati Children’s Hospital Medical Care
Center Christine B. Novak, PT, PhD Dell Medical School
Associate Professor Associate Professor The University of Texas at Austin
University of Cincinnati College of Medicine Department of Surgery (Plastic and Austin, Texas
Cincinnati, Ohio Reconstructive Surgery)
University of Toronto Marco Rizzo, MD
Dean S. Louis,† MD Toronto, Ontario, Canada Professor
Formerly Professor of Surgery Department of Orthopedic Surgery
University of Michigan Mukund R. Patel, MD, FACS Chair
Ann Arbor, Michigan Emeritus Associate Clinical Professor Division of Hand Surgery
Orthopedic Surgery Mayo Clinic
Susan E. Mackinnon, MD Downstate Medical Center Rochester, Minnesota
Department of Surgery State University of New York
Division of Plastic and Reconstructive Brooklyn, New York S. Raja Sabapathy, MS, MCh, DNB,
Surgery Emeritus Associate Clinical Professor of FRCS(Ed), FAMS, Hon FACS, Hon FRCS
Washington University in St. Louis Orthopedics (Glasgow), Hon D Sc
St. Louis, Missouri New York University Medical Center Department of Plastic Surgery, Hand &
New York, New York Reconstructive Microsurgery & Burns
Ganga Hospital
J. Megan M. Patterson, MD Coimbatore, India
Associate Professor
Department of Orthopaedics Julie Balch Samora, MD, PhD, MPH
University of North Carolina School of Associate Medical Director of Quality
Medicine Attending Surgeon
Chapel Hill, North Carolina Department of Orthopaedic Surgery
Nationwide Children’s Hospital
†Deceased. Columbus, Ohio
CONTRIBUTORS vii

Trajano Sardenberg, MD, PhD Nicole Z. Sommer, MD, FACS Fu-Chan Wei, MD, FACS
Professor Professor Professor
Department of Orthopaedics and Surgery Department of Plastic Surgery Department of Plastic and Reconstructive
Botucatu School of Medicine—São Paulo Southern Illinois University School of Surgery
State University Medicine Chang Gung Memorial Hospital
Botucatu, São Paulo, Brazil Springfield, Illinois Kweishan, Taoyuan, Taiwan

John Gray Seiler, III, MD Robert J. Spinner, MD Jennifer Moriatis Wolf, MD, PhD
Partner Chair Professor
Georgia Hand, Shoulder, and Elbow Department of Neurologic Surgery Department of Orthopaedic Surgery
Atlanta, Georgia Professor University of Chicago
Departments of Anatomy, Neurologic Chicago, Illinois
Frances Sharpe, MD Surgery, and Orthopedic Surgery
Orthopedic and Hand Attending Mayo Clinic Scott W. Wolfe, MD
Department of Orthopedics Rochester, Minnesota Professor of Orthopedic Surgery
Southern California Permanente Medical Weill Medical College of Cornell University
Group Scott P. Steinmann, MD Chief Emeritus, Hand and Upper Extremity
Fontana, California Professor and Chair Surgery
Clinical Assistant Professor of Orthopedics Department of Orthopedic Surgery Attending Orthopedic Surgeon and Senior
Department of Orthopedics University of Tennessee College of Medicine Scientist
University of Southern California Keck Chattanooga, Tennessee Department of Orthopedic Surgery
School of Medicine Emeritus Professor of Orthopedic Surgery Hospital for Special Surgery
Los Angeles, California Mayo Clinic New York, New York
Rochester, Minnesota
Alexander Y. Shin, MD Elaine I. Yang, MD
Professor of Orthopedic Surgery and Milan V. Stevanovic, MD, PhD Assistant Attending Physician
Neurologic Surgery Professor of Orthopaedic Surgery Department of Anesthesiology, Critical Care
Mayo Clinic Alix School of Medicine Department of Orthopaedic Surgery & Pain Management
Consultant Keck School of Medicine at University of Hospital for Special Surgery
Division of Hand Surgery Southern California Clinical Assistant Professor
Department of Orthopedic Surgery Los Angeles, California Department of Anesthesiology
Mayo Clinic Weill Cornell Medical College
Rochester, Minnesota Robert J. Strauch, MD New York, New York
Professor of Orthopaedic Surgery
Beth Paterson Smith, PhD Department of Orthopaedic Surgery Jeffrey Yao, MD
Professor Columbia University Medical Center Professor
Department of Orthopaedic Surgery New York, New York Department of Orthopaedic Surgery
Wake Forest School of Medicine Stanford University Medical Center
Winston-Salem, North Carolina Magnus Tägil, MD, PhD Palo Alto, California
Professor
Thomas L. Smith, MS, PhD Department of Orthopedics Dan A. Zlotolow, MD
Professor Lund University Professor of Orthopaedics
Department of Orthopaedic Surgery Lund, Sweden Department of Orthopaedics
Wake Forest School of Medicine Thomas Jefferson University
Winston-Salem, North Carolina Ann E. Van Heest, MD Attending Physician
Professor Shriners Hospital for Children
Francisco Soldado, MD, PhD Department of Orthopedic Surgery Philadelphia, Pennsylvania
Unit Director University of Minnesota
Upper Extremity and Microsurgery Minneapolis, Minnesota
Department of Pediatric Orthopedics
Barcelona University Childrens Hospital HM Nicholas B. Vedder, MD
Nens Professor & Chief of Plastic Surgery
HM Hospitales & Vall Hebron Barcelona Department of Surgery
Hospital Campus University of Washington
Barcelona, Spain Seattle, Washington
F OR EWOR D F OR T H E
EIGHTH EDITION

When I was a resident at the New York Orthopaedic Hospital 55 years At that point, Drs. Hotchkiss and Pederson and I gave serious con-
ago, I thought that one day I would like to write a small book about sideration to identifying a younger surgeon who could carry the rather
some aspect of orthopedics. Two decades later, after collaborating with heavy load of being the lead editor of subsequent editions. After about 6
Dr. Charles Rockwood on Fractures in Adults, I swore that I would months of deliberation, we decided that Scott Wolfe was the right person
never write or edit another book—it was too much work. for the job, and it turned out to be a fortuitous choice. When he accepted
Then along came Lew Reines, at that time the president of Chur- the position, Dr. Wolfe promised me that he would give Operative Hand
chill-Livingstone’s American subsidiary—and the best editor I knew Surgery the attention, dedication, and priority it deserved. I am happy
in the medical publishing business—who said to me, “No, do the big to say that he has fulfilled that pledge. By spearheading subsequent edi-
book.” Perhaps forgetting my previous vow, I picked the brains of a few tions, bringing on exceptionally bright and capable new associate edi-
of my trusted colleagues and laid out a table of contents and format tors, and incorporating innovative features, Dr. Wolfe and the associate
for the first edition of Operative Hand Surgery. That was in 1982, and editors have continued to produce a book of the highest possible caliber.
over the next several decades, I enlisted the help of my dear friends and The perfect book will never be written, but from the publication
previous practice partners Bob Hotchkiss and Chris Pederson to help of the initial Operative Hand Surgery in 1982, it has been our goal to
me edit subsequent editions. They are both keenly aware of how much keep trying to make it better with each subsequent edition. If we have
I appreciate their loyalty, diligence, and support. succeeded in that objective, credit is due entirely to the editors and con-
One reason for asking Drs. Hotchkiss and Pederson to help was that tributors. Writing a chapter for a textbook is one of the least rewarding
I was getting a bit tired of doing all the editing myself. Perhaps more tasks to which a busy surgeon can devote a huge chunk of time and
importantly, the tiny subspecialty of hand surgery had exploded to the energy. Fortunately for the hand surgery community, our contributors
point where I no longer had the expertise to edit certain chapters. After have made that sacrifice, and to all of them I remain deeply indebted.
finishing the fifth edition in 2005, I had finally had enough. Although David P. Green, MD
writing and editing had been my favorite and most enjoyable avoca- San Antonio, Texas
tion, it was time for me to quit the medical publishing business. March 2021

viii
P R E FA C E

As Ben Franklin said: “Tell me and I forget, teach me and I remem- Jonathan Isaac’s online updates in the sixth edition, and flourished with
ber, involve me and I learn.” Just over four decades ago, David Green Expert Consult and its video library in the seventh edition. With inter-
decided to commit the tenets that he and his colleagues had heard from net bandwidth now over several hundred megabits per second, and the
their mentors to an enduring platform for teaching—Green’s Operative advent of 5G wireless networks, Dr. Green’s dream has become a reality
Hand Surgery. The remarkable two-volume text contained 53 chapters in the eighth edition of Green’s Operative Hand Surgery, yielding instant
by 65 authors, an unprecedented compilation of the teachings of the access to every Author’s Preferred Treatment, over 130 surgical videos,
masters of hand surgery. Though I suspect that he had no intention of dozens of updates on all-new topics from targeted muscle reinnerva-
writing more than one edition, the immediate success of the first book tion to bionic reconstruction, and surgical “tips and tricks” available
and the simultaneous wave of clinical and scientific progress in hand at your fingertips through eBooks for Practicing Clinicians on your cell
surgery prompted an expanded second edition 6 years later. But Dr. phone or laptop.
Green’s vision would not be complete until he could involve the learner Dr. Green’s goal in 1982 was to create a “single, comprehensive,
in hand surgery. Long before the word online had today’s connotation, multiauthor book dedicated primarily to operative techniques, com-
Green dreamed of a day when Green’s Operative Hand Surgery would bined with an extensive bibliography.” With each successive edition,
no longer be a black and white, multivolume tome on the bookshelf. he strived to make it better. Through the selfless efforts of our 75 inter-
Instead, he foresaw a living, renewing, and mobile collection of hand national author-experts, and the intense dedication of our coeditors,
surgical mentors, sharing full-color images and cases of their preferred we hope that Green’s will continue to hone the skills of hand surgeons
treatment, and available to walk the learner through operative proce- worldwide by involving present and future students of hand surgery.
dures with live action videos. At the time, his available bandwidth was Welcome to Green’s Operative Hand Surgery, eighth edition. Today a
only 56K, essentially the speed of a dial-up modem, and enough to trans- reader, tomorrow a leader.
mit 100-character email messages on a PalmPilot or Blackberry. The Scott W. Wolfe, MD
dream began to materialize when the fifth edition appeared as a fully online March 2021
hand surgical textbook, then expanded further with Bobby Chhabra’s and

ix
ACKNOWLED GMENTS

Now in its eighth edition and 40 years after its first, Green’s Operative Hand Surgery is the longest running
textbook of hand surgery. Publishing a multimedia reference of this magnitude requires an enormous team
effort and unanimity of purpose. I’d first like to thank David Green for his confidence in entrusting his
brainchild to me and for giving me the opportunity to expand our hand educational borders across the
globe. With this edition, we welcome several new international authors, who now represent over 20% of
our authorship, 12 countries, and five of the seven continents, and who are emblematic of our global con-
nectivity and the burgeoning growth of the International Federation of Societies for Surgery of the Hand.
On behalf of our readership, I’d like to express an enormous debt of gratitude to each of our expert authors
for their countless hours away from family and work, their exquisite attention to the details and principles
of Green’s Operative Hand Surgery, and their dedication to education. Two-thirds of our authors wrote their
chapters single-handedly, which, in the spirit of the inaugural edition of Green’s, gives our readers firsthand
exposure to their creative thinking, surgical pearls, and technical prowess. What may be less apparent is
the luster given to each chapter by our incredible editorial team, whose proficiency and dedication make
Green’s the bedrock resource of hand surgery. In this edition, we welcome my longtime friend and colleague
Mark Cohen, a prolific writer and exemplary educator, as our newest coeditor and elbow specialist. We are
fortunate to have Scott Kozin, past president of the American Society for Surgery of the Hand and a thought
leader in pediatrics and congenital hand, to edit our extensive pediatric section. Chris Pederson has contrib-
uted his expertise in microsurgical reconstruction of the upper extremity to Green’s for more than a quarter
century and five editions to bring these complex chapters to perfection. Lastly, I am indebted to my trusted
colleague Bob Hotchkiss, who stepped down after the last edition and who had been David Green’s first
coeditor in 1990. Special thanks as well to Jonathan Isaacs, whose innovative ideas and sterling commitment
have made the electronic online updates a valuable, current, and easily accessible bridge between the print
editions.
I’d particularly like to thank the outstanding staff of Elsevier for ensuring the highest quality print and
online publications of the eighth edition. From its inception 6 years ago, our lead content strategist Belinda
Kuhn has worked seamlessly with the editorial team to integrate the print and online editions and ensure
that Green’s is available everywhere you are. I’m indebted to my go-to person and senior content develop-
ment specialist Rae Robertson, who choreographed the entire production from its launch to publication,
gently coaxing, convincing, and cajoling our writers and editors across the finish line. Special thanks to our
artists, Wendy Beth Jackelow and Richard Tibbitts, for bringing these pages to life with abundant new color
illustrations, and to Daniel Fitzgerald, our production editor and Brian Salisbury, our book designer, for
transforming our concepts and documents into the published multimedia finale.
Most importantly, I want to thank my three amazing children, William, Elizabeth, and Christian, for chal-
lenging me and keeping me young, and most of all my wife, Missy, who is my best friend, soulmate, historian,
and trusted advisor, and whose sophistication, creativity, and wisdom inspire me every day.
Scott W. Wolfe, MD
September 2021

x
PART I Basic Principles

1
Anesthesia
Elaine I. Yang

Acknowledgments: The author wishes to recognize the work of previous patients refuse regional anesthesia because they have been inadequately
author Dr. Michael Gordon for his contributions to Green’s Operative educated or are misinformed. However, many common fears regarding
Hand Surgery and to this manuscript. regional anesthesia can be dispelled with a forthright discussion.4 For
instance, patient surveys reveal concerns regarding discomfort during
There are several techniques for providing anesthesia for hand surgery. needle placement or awareness of the surgical procedure.5 These con-
This chapter provides an overview, illustrating the risks and benefits of cerns are easily allayed with adequate premedication and sedation.
each. General anesthesia will be briefly discussed, and regional tech- Active infection (such as cellulitis or draining wound) at the site of
niques will be addressed, as well as the unique role that regional anes- needle insertion is considered an absolute contraindication to regional
thesia plays in both operative anesthesia and postoperative analgesia anesthesia due to the risk of bacterial translocation from the skin to the
for hand surgery. bloodstream or nervous system. The risk is even greater with neurax-
ial anesthesia and continuous nerve catheters compared with a single-­
injection peripheral nerve blockade. Performance of single-­ puncture
GENERAL ANESTHESIA regional techniques on patients with infection elsewhere in the body, while
General anesthesia has long been the technique of choice for surgi- not supported by strong evidence, is not absolutely contraindicated but
cal procedures, using either traditional endotracheal intubation or the should still be approached with a thorough risk and benefits assessment.6
newer laryngeal mask airway (LMA). Considered fast and reliable, it is
the standard of care at many institutions. Unfortunately, it is associated Relative Contraindications
with complications because the systemic administration of anesthetic Need for assessing postoperative nerve status or compartment
medications can cause derangements of other organ systems, including syndrome. A successful block hinders motor and sensory conduction
the brain, the heart, the lungs, the airways, and the gastric, endocrine, and negates nerve testing in the immediate postoperative period.
and renal systems. General anesthesia necessitates airway manipula- Therefore, if an immediate postoperative assessment of nerve function
tion, which causes additional associated complications ranging from is required, a regional block should not be used. Distal blocks do
minor sore throat and hoarseness to more feared, serious complica- not, however, preclude hand function. Distal peripheral nerve blocks
tions, including laryngospasm, aspiration, or failed airway. These seri- have the advantage of greater preservation of upper extremity motor
ous complications are relatively rare; more prevalent are the minor function compared with a brachial plexus block and can be considered
complications of nausea and vomiting, grogginess, or pain requiring if the goal is early hand mobilization.7
further treatment.1 Fear of masking postoperative compartment syndrome is another
relative contraindication to regional anesthesia. Compartment syn-
drome is diagnosed from both subjective and objective findings
REGIONAL ANESTHESIA including compartment pressure measurements.8 Excessive pain is
Regional anesthesia is the anesthetic of choice at our institution and the hallmark of a compartment syndrome. Pain in the postoperative
is especially suited to upper extremity surgery, as most patients are period is estimated to precede neurovascular changes by 7.3 hours and
ambulatory. For inpatients, regional anesthesia is associated with less can theoretically be masked by the use of nerve blockade provided for
time spent in the recovery room, improved pain control, lower opi- analgesia. Ischemic pain, however, is largely unaffected by regional
ate consumption, and less nausea and vomiting.2 In an effort to reduce anesthesia.9 Nonetheless, concern for the development of compart-
nationwide opioid use, the American Society of Anesthesiologists ment syndrome should be conveyed prior to surgery and an appro-
recommends use of regional anesthesia whenever possible.3 Regional priate pain management plan determined at that time. Appropriate
blockade can be used alone as an intraoperative anesthetic or as an vigilance is required and compartment pressures measurements man-
analgesic supplement to general anesthesia. datory if there is a suspicion for compartment syndrome, whether or
not a nerve block has been performed.
Contraindications Aggravating a preexisting nerve injury. Another concern is the
Absolute Contraindications possibility that regional nerve blockade will incite further nerve
The two absolute contraindications to regional anesthesia are (1) injury (double-­crush phenomenon) in patients with preexisting nerve
patient refusal and (2) infection at the site of needle insertion. Often injury or paresthesias.10,11 While this is an understandable theoretical

1
2 PART I Basic Principles

concern, experience has shown that regional nerve blockade remains an nerve blockade20 or performing the blocks using low-­volume, short-­
appropriate option for patients undergoing uncomplicated procedures acting local anesthetics in sequence (i.e., performing the block on the
such as ulnar nerve transposition12 and the vast majority of elective second limb only upon completion of operation on the first limb).17,21
upper extremity operations.
At our institution, most surgeons and anesthesiologists, in consul- Relative Indications
tation with the patient, opt for the use of regional nerve blockade in Microvascular Surgery Patients
cases of existing nerve injury or dysfunction. The demonstrated safety Regional anesthesia with the use of long-­acting blocks or continuous
of newer techniques and benefit of pain control outweigh the unlikely nerve catheter infusion for digital replantation and free flaps is con-
risk of further nerve injury. It is important to discuss the advantages sidered standard practice at our institution. Continuous sympathetic
and disadvantages with the patient, allowing him or her to participate blockade causes vasodilation and improves blood flow to the replanted
in decision making, especially when nerve dysfunction preexists. For digit(s) or free flap and reduces neurogenically mediated vasospasm.22
patients who appear to fear further nerve injury, we often opt to use Improved pain control at the graft site via an effective nerve block
general anesthesia with local anesthesia at the surgical site to avoid also reduces pain-­induced sympathetic-­mediated vasoconstriction.23
adding a perceived risk and fear to an already anxious patient. While it remains unclear whether continuous nerve blockade results
Anticoagulation therapy. A relative concern among regional in improved graft survival,22 the safety and efficacy of peripheral nerve
anesthesiologists is performing regional blockade in patients on blockade makes it a desirable anesthetic option in microvascular sur-
anticoagulation therapy. More and more patients presenting for surgery gery patients.
are taking anticoagulants for treatment of underlying coronary artery Patients with scleroderma and pediatric patients undergoing dig-
disease, atrial fibrillation, or cerebrovascular disease or for prevention ital sympathectomy and microvascular reconstruction also benefit
or treatment of deep venous thrombosis. from prolonged anesthetic blockade.24,25 Finally, patients with complex
Regional neuraxial (spinal or epidural) anesthesia does not contrib- regional pain syndrome who undergo corrective surgery are also likely
ute to venous thrombosis in patients. In fact, regional anesthesia has to benefit from effective prolonged regional anesthesia.26
been shown to reduce the rate of blood clots following lower extremity
and abdominal surgery, though this advantage has been lessened in Pediatric Patients
recent years with the advent of timely thromboprophylaxis.13 Postu- Anesthesia for pediatric patients depends greatly on the age and matu-
lated mechanisms include sympathetic blockade leading to improved rity of the child and the experience of the anesthesiologist. Many tech-
blood flow and decreased sympathetic stimulation, as well as a direct niques combine general anesthesia with regional anesthesia. Many
antithrombotic effect of the local anesthetic solution. However, neurax- practitioners are comfortable placing blocks in anesthetized children,
ial regional anesthesia is contraindicated in the fully anticoagulated especially under ultrasound guidance, though the dose of anesthetic
patient, given the risk of epidural hematoma and subsequent devas- agent and the anatomy must be carefully calculated.27 Recent data
tating neural injury. Performance of deep plexus blocks in this setting, from the Pediatric Regional Anesthesia Network including more than
though, remains practitioner-­dependent. There are case reports of 100,000 blocks demonstrated regional anesthesia as a safe and effective
retroperitoneal hematoma following deep lumbar plexus blockade in form of postoperative pain control in children with very low rates of
anticoagulated patients; however, the relative safety of this technique complications.28 Ultrasound guidance allows for lower anesthetic vol-
was confirmed in a large study of 670 patients who underwent con- ume in nerve blocks while preserving analgesic duration in children.29
tinuous lumbar plexus blockade while anticoagulated with warfarin.14 A long-­term study looking at the use of continuous peripheral nerve
In the anticoagulated patient, a perivascular brachial plexus nerve catheters in pediatric patients showed this technique to be a safe and
block has the potential to cause excessive bleeding. Yet several case effective way to provide prolonged analgesia.30
reports document the safety of peripheral nerve blocks in the antico-
agulated patient, particularly when the block is placed under ultra- Pregnant Patients
sound guidance.15 Despite these reassuring findings, the most recent While elective procedures are generally not performed during preg-
published regional anesthesia guidelines advocate applying the same nancy, circumstances arise that require surgery. When possible, a
recommendations for neuraxial anesthesia to anticoagulated patients local or regional technique should be used to minimize the effects on
undergoing deep perivascular nerve blocks, while performance of maternal physiology as well as to reduce the possible pharmacologic
superficial nerve blocks should be managed based on site compress- exposure of the developing fetus. Ideally, surgical procedures should
ibility, vascularity, and consequences of bleeding.16 Patients who have be deferred to the second trimester to minimize teratogen exposure to
incomplete reversal of their anticoagulation with mild derangements the fetus during the critical period of organogenesis (15–56 days) and
of their coagulation panel must be approached on a case-­by-­case basis also to limit the risks of preterm labor.31 We recommend performing
with ample discussion of the risks and benefits. regional blockade more caudally along the brachial plexus to decrease
Bilateral procedures. There may be instances in which regional the likelihood of hemidiaphragmatic paresis in a parturient.
anesthesia could be used for bilateral procedures; however, there are An anesthetic plan must provide safe anesthesia for both the mother
many risks, and bilateral regional anesthesia should be avoided. The and the fetus. When surgery is unavoidable in a previable fetus, the
risk of drug toxicity is higher as the dose is nearly doubled. Using a American College of Obstetricians recommends monitoring the fetal
lower amount to avoid toxicity raises the probability of block failure.17 heart rate by Doppler ultrasound before and after surgery. With regard
The type of block also influences the risk. Interscalene nerve block to a viable fetus, fetal heart rate and contraction monitoring should
commonly results in phrenic nerve paralysis,18 so bilateral interscalene occur before, during, and after the procedure. The patient should
nerve block is absolutely contraindicated due to the risk of respiratory have given consent for emergency cesarean section, and obstetric staff
failure. Even supraclavicular blockade has an estimated associated should be on standby in the event of fetal distress.32
risk of transient diaphragmatic paralysis of around 50%.19 This risk The pregnant patient has an increased cardiac output, increased
combined with the associated risk of pneumothorax and the necessary minute ventilation, increased risk for gastric aspiration, and increased
high minimum effective dose makes bilateral supraclavicular blockade upper airway edema, which can increase the risk of failed intubation.
unreasonable. A safer alternative may be utilization of distal peripheral Fetal safety generally relates to avoidance of teratogenicity, avoidance of
CHAPTER 1 Anesthesia 3

fetal asphyxia, and avoidance of preterm labor. Randomized controlled Duration of the neural blockade after single injection is variable,
trials examining teratogenicity are not ethically or clinically feasible; anywhere from 45 minutes to over 24 hours after a single injection,
however, local anesthetics, volatile agents, induction agents, muscle depending on the type of anesthetic and volume used. The dura-
relaxants, and opioids are not considered teratogenic when used in tion can be extended with additives in the block solution as well as
appropriate dosage. Nitrous oxide is best avoided given its effects on placing a peripheral nerve catheter for continuous local anesthetic
DNA synthesis and its teratogenic effects in animals.33 administration.
Prolonged regional anesthetic blockade provides improved pain
Patients With Inflammatory Arthritis relief for immediate postoperative physical therapy and does not nec-
Patients with inflammatory arthritis such as rheumatoid arthritis essarily inhibit active participation. In a study comparing continuous
or psoriatic arthritis are especially suitable candidates for regional patient-­controlled perineural infusion (0.2% ropivacaine in a patient-­
anesthesia for upper limb surgery as it decreases the need for airway controlled opioid analgesic pump) following arthroscopic rotator cuff
manipulation and blunts the stress response to surgery. Patients with repair, regional anesthesia resulted in decreased use of pain medica-
deformity associated with advanced rheumatoid arthritis require care- tions with a comparable incidence of motor weakness.38 Similarly,
ful positioning on the operating room table to avoid injury to other selective nerves can be continuously blocked via a tunneled forearm
areas of the body. catheter to allow for extended pain-­free early active motion after hand
This patient population often carries a high potential for airway surgery.39,40
complications and difficult endotracheal intubation owing to cer- The advantages of regional nerve block have been well demon-
vical spine immobility, atlantoaxial instability, temporomandibular strated in the ambulatory surgery population. These advantages include
joint ankylosis, and cricoarytenoid arthritis.34 Likewise, patients with lower pain scores, decreased nausea and vomiting, and shorter stays in
inflammatory arthritis often have cardiac and pulmonary comor- the postanesthesia care unit.38,41,42 While these effects are considerable
bidities such as accelerated atherosclerosis and pulmonary arterial in the immediate postoperative period, ongoing studies demonstrate
hypertension, further increasing their risk under anesthesia. Lastly, long-­term outcome differences between different types of anesthe-
many patients in this population are prescribed antirheumatic drugs sia.43,44 Evidence supports that in patients undergoing open reduction
and systemic corticosteroids, which have the potential for causing and internal fixation of displaced distal radius fracture, regional anes-
immunosuppression and a decreased neuroendocrine stress response. thesia provides decreased pain and improved functional outcomes at 3
Patients consuming 20 mg of prednisone a day for more than 3 weeks and 6 months.45
are considered at significant risk for hypothalamic-­pituitary-­adrenal
suppression.35 These patients may require stress dose steroid coverage Equipment and Pharmacologic Requirements
depending on the invasiveness and stress of the procedure, and steroid Medications commonly used in regional anesthesia are listed in
treatment should be provided in the event of refractory hypotension. Table 1.1.
Regional anesthesia may be administered in a designated block
Advantages and Disadvantages (Box 1.1) room or the preoperative area, in addition to in the operating room.
A common concern regarding regional anesthesia is the question of It is crucial to have available appropriate monitoring and resuscitation
efficacy. Success depends on the experience and confidence of the prac- equipment, including airway management supplies and resuscitative
titioner performing the block. At our orthopedic hospital, more than medication, should an acute complication arise. High-­flow oxygen,
7000 upper extremity blocks are performed annually, and we are able airway management equipment, and suction capability are crucial for
to achieve success in 94% to 98% of patients.36,37 emergency airway management in the event of seizure or high or total
While regional blockade can effectively anesthetize the upper spinal block. Medications including inotropes, anticholinergics, and
extremity and surgical site, this does not ensure patient comfort. vasopressors should be immediately available to treat symptomatic
Patients asked to lie motionless on a hard operating room bed might arrhythmias, bradycardias, and hypotensive episodes. Other available
be apt to move to relieve discomfort in the back or knees, therefore medications should include benzodiazepines or propofol to treat sei-
disturbing the operative field. We place pillows to support the head and zures and an intralipid to treat bupivacaine-­induced cardiovascular
under the knees to reduce low-­back strain. Even with adequate motor collapse (Box 1.2).46
and sensory blockade, some patients will experience vibration or pro-
prioception, and even vague sensations of pressure in the operative Local Anesthetic Additives
limb. Adequate anxiolysis and sedation will minimize the sensation. In recent years, the use of additives in local anesthetics to increase
Access to the airway should be maintained during surgery in case the efficacy and onset of block, as well as overall block duration, has been
block is inadequate or other problems ensue. If the patient’s position, readily investigated.47 Historically, sodium bicarbonate has been used
such as lying prone, precludes this access, preoperative securing of the to increase onset of sensory and motor blockade in epidural anesthe-
airway may be a better option. sia. Sodium bicarbonate raises the pH (alkalinization) of the solution,
thereby facilitating passage across lipid membranes. When used perineu-
rally, this advantage appears to be more unpredictable for certain types of
BOX 1.1 Factors Limiting Use of Regional blocks and may not be clinically significant.48 Epinephrine, on the other
Anesthesia hand, remains one of the most widely used adjuncts for prolonging the
effect of short-­and intermediate-­acting local anesthetics by decreasing
In spite of the advantages of regional anesthesia, several factors may prevent
systemic uptake of the local anesthetic through vasoconstriction. Epi-
its use. Each of these problems can be overcome with appropriate planning.
nephrine is also an excellent marker for detection of intravascular injec-
• Time constraints
tion. The advantage of epinephrine as an adjunctive in long-­acting local
• Anesthesiologist’s lack of familiarity with the procedure
anesthetic peripheral nerve blocks is not as apparent, especially when
• Patient’s fear of anesthesia failure
juxtaposed with concerns of neurotoxicity in at-­risk patients.49
• Concern about complications
Dexamethasone is another additive that has gained popularity in
• Patient’s desire to be completely unaware during the procedure
recent years because of its ability to prolong peripheral nerve blockade.
4 PART I Basic Principles

TABLE 1.1 Characteristics of Commonly Used Drugs


CONCENTRATION (G/DL)
Generic Name (Trade Name) Infiltration Nerve Block Maximum Dose (mg/kg)a Approximate Duration
Procaine (Novocain) 0.75 1.5–3 10–14 45–90 min, short-­acting
Chloroprocaine (Nesacaine) 0.75 1.5–3 12–15
Lidocaine (Xylocaine) 0.5 1–2 8–11 1.5–3 h, medium-­duration
Mepivacaine (Carbocaine) 0.5 1–2 8–11
Tetracaine (Pontocaine) 0.05 0.15–0.2 2
Bupivacaine (Marcaine) 0.25 0.25–0.5 2.5–3.5 3–10 h, long-­acting
Ropivacaine (Naropin) 0.25 0.25–0.5 2.5–3.5
aHigher doses with the use of 1:200,000 epinephrine.

BOX 1.2 Prevention of Systemic Toxicity performed solely based upon anatomic relationships to superficial
landmarks. Practitioners noted that patients would report paresthe-
•  void intravascular injection.
A sias as the needle advanced, leading to development of the paresthe-
• Use epinephrine to slow systemic absorption. sia technique. This technique required a cooperative and conscious
• Use benzodiazepine as a premedication. patient capable of providing verbal feedback, as the anesthetic practi-
• Use ultrasound guidance to fractionate the dose. tioner would intentionally attempt to elicit a paresthesia as a means of
nerve localization. Others began experimenting with the use of a nerve
stimulator, applying a low-­current electrical impulse through the nee-
Through its proposed ability to inhibit nociceptive C-­fibers, dexameth- dle near a nerve to stimulate muscle contraction.64 Studies were unable
asone has been used with both short-­and long-­acting local anesthetics to demonstrate outcome differences.65 Nerve localization using nerve
in upper extremity surgeries. The reported results indicate some suc- stimulation was employed to decrease actual needle-­to-­nerve contact
cess, though recent randomized trials and metaanalyses suggest that and reduce nerve injury. A randomized prospective trial comparing
this effect can be achieved just as well via intravenous administration, the two techniques, however, was unable to determine a difference in
which has a well-­characterized safety profile.50,51 While investigations postoperative neurologic symptoms.66 Another advantage of the nerve
into concerns for neurotoxicity with dexamethasone have not yielded stimulator technique was decreased reliance on patient feedback and
conclusive results, we recommend caution when using this adjunct in allowing the technique to be performed on sedated patients.
patients with preexisting nerve injuries. Ultrasound was next introduced to improve needle placement.
Alpha-­2 selective adrenergic agonists such as clonidine and dexme- Ultrasound allows visualization of anatomic structures, blood vessels,
detomidine have an analgesic benefit when added to local anesthetics and nerves, as well as of the advancement of a needle and the distri-
for peripheral blocks.52-­54 These agents inhibit current channels that bution of local anesthetic.67 With satisfactory visualization of target
facilitate neurons to return to normal resting potential from a hyper- structures, this technique does not require patient feedback and can
polarized state. Clonidine and dexmedetomidine selectively disable be used safely in the sedated or anesthetized patient.68 When target
C-­fiber neurons from generating subsequent action potentials, result- structures are deep, however, needle visualization can be difficult. In
ing in analgesia. Disadvantages of using these additives include dose-­ such cases, it is safer to engage patient feedback whenever possible.
dependent systemic effects of sedation, bradycardia, and hypotension. Several studies have demonstrated the advantages of the ultrasound
Opioid agonists such as tramadol and buprenorphine are also used technique including shorter performance time, faster block onset,
as additives to local anesthetics.55,56 Tramadol, which acts as a weak greater block success, and decreased dosing requirements compared
mu-­opioid agonist while stimulating serotonin release and inhibiting with traditional techniques.69-­71 For practitioners and patients, ultra-
reuptake of norepinephrine, prolongs blockade when given perineu- sound guidance facilitates a steeper learning curve to proficiency,
rally. Tramadol does not reliably have a clear advantage over intrave- reduces the number of needle passes leading to decreased pain during
nous (IV) or intramuscular administration.57,58 Buprenorphine, on the performance, and increases patient satisfaction.72 A recent meta-­
other hand, has been consistently shown to increase block duration analysis of 16 randomized controlled trials showed that ultrasound
and reduce postoperative analgesia when given perineurally, an effect decreased the incidence of complete hemidiaphragmatic paresis and
not related to systemic absorption of the drug.59 The mechanism of vascular punctures and was more likely to result in a successful bra-
action of buprenorphine is an ability to inhibit voltage-­gated sodium chial plexus block compared with the nerve stimulation technique.73
channels in a fashion similar to local anesthetics.60 Further studies are Despite these benefits, ultrasound-­ guidance does not appear to
needed to elucidate any potential neurotoxic effects of this adjunctive decrease the incidence of neurologic injury.36,73 Certainly, this is an
agent. area in need of further study and review as we attempt to minimize
Finally, additives such as ketamine, midazolam, and magnesium, risks of anesthetic complications.
while showing some promise, do not have an adequately characterized
safety profile perineurally to be recommended as additives to local Continuous Peripheral Nerve Catheters
anesthetics.61-­63 The use of continuous peripheral nerve catheters (CPNC) has gained
favor both in the inpatient setting and the outpatient setting. Cathe-
Historical Techniques ters have been successfully inserted along various levels of the brachial
Regional nerve blockade is essentially the deposition of local anes- plexus depending on the desired location of blockade, from above the
thetic near a nerve. Historically, nerve blocks were blind techniques, clavicle, such as interscalene and supraclavicular locations, to below
CHAPTER 1 Anesthesia 5

the clavicle, such as infraclavicular and axillary locations.42 The advan- risk factors, and the expected postoperative pain. In the end, it is also
tages include time-­extended, opioid-­sparing, and site-­specific analgesia important to remember that the practitioner and his or her ability to
with only minimal side effects.74,75 There is also some data to suggest optimally deposit the local anesthetic heavily influence the MEV for
that the incidence of chronic postsurgical pain may be decreased with any given block.
a short-­term postoperative CPNC.76 Disadvantages include increased
anesthesia performance time and catheter dislodgement or misplace- Brachial Plexus Blocks
ment leading to ineffective analgesia. Complications also include The goal of regional anesthesia for upper extremity surgery is to pro-
ipsilateral diaphragmatic paralysis, technical problems involving the vide anesthesia at the site of surgery. Other potential painful stimuli
infusion pump leading to dosing inconsistency, infection due to the require consideration, including positioning and the tourniquet. There
indwelling catheter, and catheter coiling leading to block failure or are many different approaches to nerve blockade, and all involve the
catheter retention.75 Rarely, brachial plexus peripheral nerve catheters brachial plexus that provides sensory and motor innervation to the
have led to epidural and even intrathecal blockade.77,78 The incidence upper extremity. The brachial plexus is formed by the ventral rami of
of brachial plexus catheter failure on postoperative day 1 is between C5-­T1, occasionally with small contributions by C4 and T2 (Fig. 1.1).
19% and 26%.79 The rate of dislodgement is low (<5%) but is directly There are multiple approaches to blockade of the brachial
correlated with the length of time the catheter is maintained and the plexus, beginning proximal at the interscalene interval and moving
extent of upper extremity movement.80 There appears to be a modest in a distal direction with the supraclavicular, infraclavicular, axil-
clinical benefit to the use of nerve-­stimulating catheters over nonstim- lary, midhumeral, and forearm approaches. The uniting concept is
ulating catheters to confirm tip placement; however, this advantage has the existence of a sheath encompassing the neurovascular bundle
been largely supplanted by ultrasound guidance, which vastly improves extending from the deep cervical fascia to slightly beyond the bor-
placement accuracy.81,82 In contrast to epidural catheters, the choice of ders of the axilla.99
end-­orifice versus multiple-­orifice catheters in CPNC does not affect Our preferred technique, using ultrasound guidance, involves an
analgesic quality.83 in-­plane view of the needle at its point of entry just under the skin to
Once the patient is at home, peripheral nerve infusion pumps for its location near the plexus. The needle choice is probably less critical,
ambulatory surgery patients are safe and effective for extending the although we use short bevel, noninsulated needles, which are less likely
duration of nerve blocks from hours to days. Evidence supports the use to injure the nerve and more echogenic. The goal is to get close to the
of these catheters in children as well as adults.30 nerve (plexus or cord) without actually contacting the nerve. Once the
fascial plane adjacent to the nerve is reached, a small amount of local
Minimum Effective Volume anesthetic is injected. The anesthetic will hydrodissect the area and
Efforts have been made to determine the minimum effective volume demonstrate local filling in the desired location of the nerve.
(MEV) of local anesthetic required to produce an adequate block to
reduce the dose-­dependent adverse effects of neurotoxicity and sys- Interscalene Block
temic absorption without sacrificing time to block onset and overall The interscalene block is the most proximal approach, performed as
analgesic duration. These efforts have been helped enormously by the the brachial plexus courses between the anterior and middle scalene
use of ultrasound. For the upper extremity, low local anesthetic vol- muscles, traditionally at the level of the cricoid cartilage (Fig. 1.2).100
umes have been established for interscalene blocks and axillary blocks At this level, the nerve roots of C5, C6, and C7 are visualized and
using ultrasound guidance. Although the absolute effect of type and course in a longitudinal direction. Between 5 and 10 mL of local anes-
concentration of local anesthetic on minimal volume has not been elu- thetic can be injected between C5 and C6 using a lateral-­to-­medial
cidated, the MEV to elicit an interscalene blockade that is 95% success- approach, avoiding injury to the phrenic nerve. This block is well
ful (MEV95) can be less than 1 mL.69,84 Reducing the anesthetic volume suited for procedures of the shoulder, the lateral two-­thirds of the
in interscalene blocks has the potential advantage of reducing the clavicle, and the proximal humerus. Advantages of this block include
incidence of hemidiaphragmatic paresis.85 For axillary blocks, MEV95 rapid and reliable blockade of the shoulder region, as well as relative
averages 2 mL per nerve.86,87 On the contrary, the MEV95 for supracla- ease of landmark palpation. Disadvantages of this block tradition-
vicular and infraclavicular blocks ranges from 17 to 32 mL and 23 to ally include incomplete coverage of the lower trunk of the plexus (C8
35 mL, respectively.88-­91 We postulate that the higher volume required and T1 nerve roots) resulting in insufficient ulnar nerve anesthesia.
in the latter blocks may be related to increased variations in injection This problem makes the interscalene block less reliable for forearm or
techniques and nerve anatomy. hand procedures. The interscalene block commonly causes transient
Elderly patients generally require lower local anesthetic volumes, ipsilateral diaphragmatic paralysis and ipsilateral Horner’s syndrome
an effect likely related to a decrease in the cross-­sectional area of the because of the proximity of the phrenic nerve and the cervical sympa-
brachial plexus as we age.92 Similarly, diabetic patients are more likely thetic ganglion, respectively. Rare but serious complications include
to have a successful and longer duration nerve block for a given local permanent phrenic nerve palsy and cervical epidural and total spinal
anesthetic dose.93,94 The authors postulate that this is due to either an blockade.101
increased sensitivity of diabetic nerve fibers to local anesthetic, an
inadvertent intraneural penetration due to a decreased ability to elicit Selective Superior Trunk Block
paresthesias, or a preexisting neuropathy leading to decreased baseline In recent years, efforts to increase block target precision for shoulder
sensation to pain. Surprisingly, although associated with a higher per- procedures and reduce the incidence of hemidiaphragmatic paralysis
formance difficulty, an increased body mass index does not necessitate have led to the introduction of selective blockade of the upper trunk.102
an increased local anesthetic volume.95,96 Placement necessitates identification of the upper trunk of the brachial
In general, in the absence of additives, decreasing the dose of local plexus under ultrasound and circumferential injection of 5 to 10 mL
anesthetic in the peripheral block results in a reduction of block dura- of local anesthetic. This technique provides precise motor and sensory
tion.97,98 Despite the advantage of decreasing dose-­dependent com- blockade to the shoulder while sparing the forearm and hand. Less
plications and reducing neurotoxicity, our establishment of the MEV local anesthetic is injected, which reduces the probability of local tox-
should be tailored with the surgical procedure, the patient’s particular icity, phrenic nerve paresis, and Horner’s syndrome.
6 PART I Basic Principles

Sternocleido- C4
mastoid
4
C5
5
C6
6

C7
7

Sup. 8
Mid. T1
Inf.

Fig. 1.1 Brachial plexus, showing the relationship of the roots, trunks, divisions, and cords to bony landmarks.
Inf., Inferior; Mid., middle; Sup., superior. (Copyright Elizabeth Martin.)

Supraclavicular Block subclavian artery. The infraclavicular block provides dense anesthesia
A supraclavicular approach to the brachial plexus provides profound to the entire arm to the fingers. This block does not adequately anesthe-
anesthesia for the entire arm, making it a versatile block for most upper tize the shoulder but has become our block of choice for elbow, wrist,
extremity procedures. Past approaches have used surface landmarks, and hand surgery. Initial techniques based needle placement on ana-
generally lateral to the lateral border of the sternocleidomastoid mus- tomic landmarks and nerve localization with a nerve stimulator,107 but
cle and superior to the clavicle, considering the first rib as the safety more recent approaches favor an ultrasound-­guided approach (Figs.
margin for the cupola of the lung.103 Concern regarding the risk for 1.4 and 1.5).108 The preferred position of the infraclavicular block is
pneumothorax with traditional techniques led to the development of the 6 o’clock location relative to the subclavian artery. The lower ana-
an ultrasound-­guided technique for supraclavicular brachial plexus tomic location of this block negates the possibility of a phrenic nerve
blockade, which has decreased the incidence of pneumothorax from block and therefore can be considered for bilateral procedures. Disad-
4% to 0.4%.67,104 Ultrasound guidance allows the practitioner to visu- vantages include risk of pneumothorax, which can be minimized by
alize the first rib and the border of the pleura, thereby being able to performing the block in a more lateral position along the clavicle.109
watch the approach of the needle to help ensure an appropriate dis- There is concern for accidental subclavian artery puncture that would
tance.105 For the supraclavicular block, the needle is placed just inferior be difficult to apply compression to tamponade the bleeding.
and posterolateral to the plexus, as in “eight ball in the corner pocket”
(Fig. 1.3).105 Advantages include a compact formation of the plexus at Axillary Block
this level and resultant dense blockade of the entire upper extremity. The axillary block, the most distal of the brachial plexus blocks before
Disadvantages include phrenic nerve paresis and suprascapular nerve the nerves leave the sheath and divide into their terminal branches,
palsy.106 is perhaps one of the oldest and most traditional regional blocks for
hand and wrist surgery. Various guidance techniques are described,
Infraclavicular Block including ultrasound, anatomic (either transarterial or paresthesia),
The infraclavicular (or coracoid) approach is more distal and at or nerve stimulator techniques. All begin with palpation of the axil-
the level of the cords, which course circumferentially around the lary nerve in the apex of the axilla, with consideration of the reliable
CHAPTER 1 Anesthesia 7

2 cm

2 cm

Needle insertion point

Middle scalene m.

Fig. 1.4 Landmarks for infraclavicular block.

Vertebral a.

Caudal Cephalic
Subclavian a.
Needle

Vein
Artery
Needle tip
Local anesthetic
Posterior cord

Fig. 1.2 Interscalene technique. (From Winnie AP. Regional anesthesia.


Surg Clin North Am. 1975;55(4):861–892.)

Fig. 1.5 Ultrasound-­guided infraclavicular nerve block; note the perivas-


cular spread of local anesthetic.

Divisions

LA
Needle
Coracobrachialis m.

SA Musculocutaneous n.

Intercostobrachial n.

First rib
Median n.
Brachial a. and v.
Fig. 1.3 Ultrasound-­guided supraclavicular nerve block. The brachial plexus
is approached at the level of the divisions; the needle is entering the view Ulnar n.
from the lateral aspect at the top left of the screen. The pulsations of the
subclavian artery (SA) are visualized, as is the spread of local anesthetic (LA). Radial n.

anatomic relationship of the nerves to this arterial landmark (Fig. 1.6).


The musculocutaneous nerve frequently leaves the sheath proximal to
the intended insertion point of this block; therefore a supplemental
injection into the body of the coracobrachialis muscle is often needed, Fig. 1.6 Cross-­sectional view of the axillary nerve block. (From Winnie
especially if a tourniquet is used. This can be done easily with a blind AP. Regional anesthesia. Surg Clin North Am. 1975;55[4]:861–892.)
8 PART I Basic Principles

Brachioradialis

MN BA

Brachialis RN
Brachialis

Humerus

Fig. 1.8 Ultrasound image of radial nerve (RN) at the level of the elbow.
Fig. 1.7 Ultrasound image of median nerve (MN) at the level of the
elbow.

technique as well as with ultrasound guidance, as the nerve courses in


the fascial plane between the coracobrachialis and the bicep muscles.
Major risks for the axillary block are largely related to the close prox-
imity of the axillary artery. Risks for minor bruising and tenderness are
higher with transarterial techniques, although the risk of hematoma
is lower, reported from 0.2%110 to 8%.111 Another concern is anes-
thetic toxicity related to either intraarterial injection or rapid systemic
UN
absorption after injection near an arterial puncture. Rates of systemic
toxicity are reported around 0.2%.110 Triceps

Elbow Block
The intercostobrachial nerve arises from T1-­T3 and travels superiorly
to provide cutaneous sensory innervation to the medial and poste- Humerus
rior upper arm.112 Because this innervation is not part of the brachial
plexus, additional blockade in the form of a field block is used for sur- Fig. 1.9 Ultrasound image of ulnar nerve (UN) at the level of the elbow.
gery around the medial aspect of the elbow extending to the armpit.
Subcutaneous distribution of 5 to 10 mL of local anesthetic along the
distal portion of the axillary crease will effectively anesthetize the inter- the medial epicondyle. Caution is necessary to avoid nerve compres-
costobrachial nerve. sion between the medial epicondyle and olecranon.114
In the past, anesthetic blocks about the elbow were less frequently
performed as a primary technique because the overlap and variability Forearm Block
of nerve distribution necessitates multiple injections to obtain sufficient The use of forearm blocks, also known as distal peripheral nerve blocks,
anesthesia. As a result, elbow blocks were mainly used to supplement as a primary anesthetic for hand and wrist surgery has gained popular-
incomplete brachial plexus nerve blockade. The advent of ultrasound ity. An advantage of the forearm block compared with the more proxi-
guidance has vastly increased the efficacy and ease of placement of mal brachial plexus block is the greater preservation of upper extremity
these blocks. The median, radial, and ulnar nerves are easily visualized function. This benefit can be useful in tendon repair surgery, allow-
using ultrasound as they course from the elbow to the wrist.113 ing gentle hand movement to assess the tenorrhaphy site, which may
The median nerve may be blocked as it traverses posteromedial to the improve functional outcome.7,20 Potential limitations include inade-
brachial artery, just superior to the antecubital fossa (Fig. 1.7). The nerve quate anesthetic coverage of the forearm or wrist and pain associated
is superficial at this location and can be easily visualized overlying the bra- with prolonged tourniquet application. A more distal forearm block
chialis muscle. An injection of 5 mL of local anesthetic injected slightly can be performed. The nerves are identified under ultrasound at the
superior to a line connecting the epicondyles provides a sufficient block. level of the elbow as described above, and the probe is moved down the
The radial nerve can be blocked 3 to 4 cm above the lateral epicon- long axis following the nerve toward the wrist crease. Approximately 5
dyle. Under ultrasound, the nerve is seen between the extensor carpi cm from the proximal wrist crease, an injection of 5 to 10 mL of local
radialis longus and brachioradialis muscles (Fig. 1.8). After the needle anesthetic around each nerve, will provide adequate coverage without
pierces the lateral intramuscular septum, paresthesias or a nerve stim- overly compromising handgrip.
ulator can be used to further localize the nerve. An injection of 5 mL of
local anesthetic provides a sufficient block. Wrist Block
The ulnar nerve is frequently missed in an interscalene block, so Hand surgeons frequently use wrist blocks to produce anesthesia for
supplementation is often necessary for complete arm anesthesia. The surgery or to supplement brachial plexus nerve blocks. Wrist blocks are
nerve is usually blocked behind the medial epicondyle, deep to the bra- relatively simple and reliable to perform based on external landmarks.
chial fascia and superficial to the triceps muscle (Fig. 1.9). Injection of The nerve supply of the extrinsic muscles of the hand is preserved, thus
3 to 5 mL of local anesthetic is performed between the olecranon and allowing the patient to move the fingers of the hand, but the intrinsic
CHAPTER 1 Anesthesia 9

Fig. 1.10 Surface anatomy for median nerve block at the wrist. (Repro-
duced with permission from Chung KC, ed. Operative Techniques:
Hand and Wrist Surgery. Philadelphia: Saunders; 2008, p 5.)

Fig. 1.12 Surface anatomy for radial nerve block at the wrist. (Repro-
duced with permission from Chung KC, ed. Operative Techniques:
Hand and Wrist Surgery. Philadelphia: Saunders; 2008, p 7.)

necessary to follow the curvature of the wrist and block the numerous
superficial branches.114

Digital Block
There are dorsal and volar digital nerves that supply sensation to the digits.
Fig. 1.11 Surface anatomy for ulnar nerve block at the wrist. (Repro- The dorsal aspect of the proximal phalanges is supplied by the terminal
duced with permission from Chung KC, ed. Operative Techniques: branches of the radial and ulnar nerves. The dorsal aspect of the middle
Hand and Wrist Surgery. Philadelphia: Saunders; 2008, p 6.) and distal phalanges is supplied by dorsal branches emanating from the
proper digital nerves. Hence, a digital nerve block will anesthetize the volar
muscles are paralyzed. Whereas this can be an advantage in a cooper- aspect of the finger and the dorsal aspect distal to the proximal interpha-
ative patient, it is a potential disadvantage in an uncooperative patient. langeal joint (Fig. 1.13). There are three main recommended approaches
Additionally, the need for a forearm tourniquet limits the duration of for performing digital nerve block: transthecal, transmetacarpal, and sub-
surgery to 20 to 30 minutes in most instances. These blocks are espe- cutaneous. A circumferential ring block along the base of the digit is not
cially efficacious for carpal tunnel release.115,116 recommended because of the possibility of arterial compression.
The median nerve can be blocked as it courses between the pal- Transthecal digital nerve block uses the flexor tendon sheath for anes-
maris longus and flexor carpi radialis tendons (Fig. 1.10). A 1.5-­cm, thetic infusion. At the level of the palmar digital crease, the needle enters
25-­gauge needle is inserted just proximal or distal to the wrist crease. In the flexor tendon sheath until bony contact is made (Fig. 1.14). The needle
the absence of the palmaris longus tendon, the needle is inserted on the is then withdrawn slightly and slowly until the local anesthetic solution can
ulnar side of the flexor carpi radialis tendon. After penetration through be injected easily into the space between the bone and the flexor tendon.
the flexor retinaculum at a depth of approximately 1 cm, 5 mL of local For digital anesthesia, 2 mL of local anesthetic is injected. Advantages of
anesthetic is injected. Injecting 1 mL of local anesthetic above the ret- this approach include a single injection and rapid onset.118 Patients can
inaculum as the needle is withdrawn can block a superficial palmar complain of prolonged finger discomfort after this technique.119
branch supplying the skin over the thenar eminence.114,117 Transmetacarpal block is performed at the level of the distal palmar
The ulnar nerve is blocked at the wrist at either the radial or the crease. The insertion site is approximately 1 cm proximal to the meta-
ulnar side of the flexor carpi ulnaris tendon (Fig. 1.11). The ulnar carpophalangeal joint, traditionally on the volar side of the hand (Fig.
approach is preferred to avoid intravascular injection, given the loca- 1.15), though some favor entering the thinner dorsal side or the web
tion of the ulnar artery on the radial side of the tendon. At the level of space for patient comfort. An injection of 2 mL of local anesthetic on
the distal ulna, the needle is introduced on the dorsoulnar side of the each side of the metacarpal neck effectively anesthetizes the common
flexor carpi ulnaris. Subsequent injection of 5 mL of local anesthetic digital nerves supplying the finger.120
under the flexor carpi ulnaris will result in anesthesia of this distribu- The dorsal nerves supplying the skin along the proximal phalanges
tion. Additional subcutaneous infiltration of the dorsoulnar area of the are blocked using a subcutaneous technique. The needle is inserted in
wrist blocks the dorsal cutaneous branch of the ulnar nerve.117 a vertical direction and 2 mL of local anesthetic is injected at each loca-
The radial nerve is superficial and divided into branches running in tion (Fig. 1.16). Alternatively, injection can be performed just proximal
the subcutaneous fat at the level of the radial styloid process (Fig. 1.12). to the web of the finger using a 1.5-­cm, 25-­gauge needle, creating a skin
The radial nerve can be blocked using 5 to 10 mL of local anesthetic wheal superficial to the extensor hood to block the dorsal nerve. The
injected in a subcutaneous field block at the level of the radial styloid. needle can then be advanced toward the palm and an additional 1 mL
The initial injection is just lateral to the radial artery at the level of the injection performed just under the volar skin to anesthetize the volar
proximal wrist crease using 2 to 3 mL of local anesthetic. The needle is digital nerve. The needle can be withdrawn to the skin and redirected
then redirected and advanced within the subcutaneous tissue injecting toward the opposite side of the finger to place a superficial skin wheal or
5 to 7 mL of local anesthetic across the proximal border of the snuffbox the process simply repeated on the other side of the digit. Small volumes
to the midpoint of the dorsal wrist. Several separate injections may be of local anesthetic are preferred to avoid creating a circumferential ring.
10 PART I Basic Principles

Dorsal digital n. Volar digital a. and n.

Index finger

Dorsal digital n.

Small finger

Volar digital a. and n.

Fig. 1.13 Relationship and distribution of the digital nerves. Note that in the small finger, the dorsal digital
nerve extends to the top of the digit; in the median nerve distribution, the volar nerve supplies the dorsum of
the digit distal to the proximal interphalangeal joint. (Copyright Elizabeth Martin.)

A B
Fig. 1.14 Transthecal digital nerve block. Needle is advanced into the flexor tendon sheath (A) until it con-
tacts the bony surface (B). (Reproduced with permission from Chung KC, ed. Operative Techniques: Hand
and Wrist Surgery. Philadelphia: Saunders; 2008, p 13.)

Use of epinephrine in digital nerve blockade. There has been a This technique involves placement of an IV catheter in the dorsum of
long-­standing debate regarding the use of epinephrine in digital nerve the hand, followed by exsanguination of the upper extremity and inflation
blocks because of concern regarding vasoconstriction and subsequent of a pneumatic tourniquet. Subsequent injection of local anesthetic into the
ischemia and necrosis. The advantages include improved hemostasis venous system by means of the IV catheter results in rapid and profound
and decreased need for tourniquet placement. Several studies and sensory blockade. Plain lidocaine 0.5% in a dose of 3 mg/kg is the typical
reviews have addressed this issue and deemed the use of epinephrine agent of choice, which requires a volume of 40 mL for the average adult.123
in a digital block safe.121 Chowdhry and colleagues published a Other agents such as prilocaine may be used instead125; however, bupiva-
retrospective review in 2010 that reported no adverse events involving caine is contraindicated in Bier block because of potential cardiac toxicity.
digital gangrene in 1111 patients.122 Contraindications include crush injuries or compound fractures
that may damage the venous system or in the extremity difficult to
Intravenous Regional Block exsanguinate. Bier block should also not be performed in patients in
Intravenous regional block, or Bier block, was one of the first techniques whom tourniquet use is contraindicated, in patients with local skin
of regional blockade, introduced in 1908.123 Bier block can be used for infections or cellulitis, or in patients with an allergy to local anesthetics.
brief surgical procedures or manipulation of the distal upper extremity. Complications associated with Bier block are mainly related to drug
Advantages include ease of use and rapid onset of anesthesia. Disadvan- effects of the local anesthetic, mainly when there is mechanical tourniquet
tages include the lack of postoperative analgesia and necessity of using failure leading to early deflation. It is recommended that the tourniquet
a pneumatic tourniquet as patients tend to complain of tourniquet pain remain inflated for 20 to 30 minutes after injection to allow metabolism of
after 30 minutes. Adding a second distal tourniquet allows prolongation the local anesthetic and minimize systemic effects, particularly cardiovas-
of the block up to 1 hour.124 After tourniquet pain is experienced with cular and respiratory events.125 Incremental deflation, inflation, and defla-
the proximal tourniquet, the distal tourniquet is inflated. tion has been described to allow gradual release of the local anesthetic.
CHAPTER 1 Anesthesia 11

A B
Common volar
digital n.

Fig. 1.15 Transmetacarpal digital nerve block. (Copyright Elizabeth


Martin.)
C D
Wide Awake Local Anesthesia No Tourniquet Technique Fig. 1.16 Subcutaneous digital nerve block. A, The needle is inserted
An alternative approach to anesthesia of the hand has been popularized along one side of the flexor tendon sheath to block the volar nerve (B).
by Don Lalonde, MD, using tumescent local anesthesia or the injection C, The dorsal digital nerve is anesthetized with a superficial skin wheal.
of local anesthetic with dilute epinephrine into the subcutaneous fat D, The opposite volar nerve is blocked using the same technique. Care
(see the online chapter Tumescent Local Anesthesia for Wide-­Awake is taken to ensure that local anesthetic is not injected fully circumferen-
Hand & Upper Extremity Surgery, available on ExpertConsult.com). tially around the finger. (Copyright Elizabeth Martin.)
The effect of epinephrine allows for vasoconstriction (“blanching”)
over the injected site and results in bloodless surgery without the use of and a low complication rate.2,38,41,42 Presently, the American Academy
a tourniquet. Depending on the type of surgery planned and the weight of Orthopaedic Surgeons recommends the use of peripheral nerve
of the patient, a predetermined amount of local (usually lidocaine) blocks as a safe and effective anesthetic option for upper-­extremity
mixed with epinephrine is prepared and very slowly injected into the procedures.44
intended incisional site through a 27 g or 30 g needle. The local is then Our preferred blocks for regional anesthesia of the upper extrem-
allowed to “set up” over 30 to 60 minutes prior to incision. The need ity are ultrasound-­guided supraclavicular and infraclavicular blocks.
for any systemic or regional anesthetic is eliminated, which allows this They are often faster to perform in less experienced hands, have a
tumescent local anesthesia to be performed safely in an unmonitored faster onset, and allow smaller anesthetic volumes to be used.69,70,126
procedure room. The surgery is performed without an IV. Tumescent Each year over 4200 supraclavicular and infraclavicular blocks are per-
local anesthesia is particularly useful in tendon repairs or transfers formed at our institution. Almost all of the blocks are performed using
where the patient can actively move and the status or the repair or ultrasound guidance. These blocks have proven to be safe, rapid, and
transfer assessed and adjusted if necessary. Tumescent local anesthesia highly successful.
also saves substantial monies and is being implemented in low-­and The type of ultrasound-­guided block chosen depends on the sur-
middle-­income countries as a way to provide safe and affordable sur- gery. For surgery from the shoulder to the elbow and occasionally from
gical care. Patients with severe anxiety or cognitive impairment, young the elbow to the hand, our block of choice is the ultrasound-­guided
children, and patients with extremely poor capillary refill in their fin- supraclavicular block. For surgery on the more distal upper extremity,
gers may not be suitable candidates for wide awake local anesthesia no our block of choice is most frequently the ultrasound-­guided infracla-
tourniquet (WALANT). vicular block.

Complications
    AUTHOR’S PREFERRED METHOD OF Neurapraxia (Box 1.3)
Incidence. Temporary postoperative paresthesia, or temporary
­TREATMENT: REGIONAL ANESTHESIA
sensory or motor deficit, is relatively uncommon. Injury can result
For surgery of the upper extremity, regional anesthesia is our standard from the administration of anesthesia related to needle trauma
method. Regional anesthesia is associated with decreased morbidity, and local anesthetic irritation. Injury can also be related to patient
shorter stays in the postanesthesia care unit, great patient satisfaction, positioning, tourniquet compression, and/or surgical manipulation.
12 PART I Basic Principles

Studies have been inconclusive regarding the relationship between patient risk factors may increase the risk of neurologic injury
neural anatomy and nerve injury (mainly attempting to correlate after peripheral nerve blockade. These include old age, the use of
epineural and intraneural injections with neurologic sequelae).127 chemotherapy, and the presence preexisting neuropathies (diabetes
Early transient postoperative neurologic symptoms (PONSs) mellitus, cervical myelopathy, multiple sclerosis) and underlying
are common in the first month after peripheral nerve blockade vascular disease.130 Droog et al.131 reported that the incidence of
(3%–8%), but rarely persist thereafter (0% to 2.2% at 3 months, new onset nerve injury after elective distal upper extremity surgery
0% to 0.8% at 6 months, and 0% to 0.2% at 1 year).128,129 Certain was 4.7% regardless of the anesthetic used. No risk factors could
be identified. The authors concluded that patients who received
a peripheral nerve block were not at an increased risk for nerve
BOX 1.3 Neurologic Complications injury compared with those patients who underwent general
•  eurologic complications can occur after regional or general anesthesia.
N anesthesia.131 Interestingly, the use of ultrasound guidance rather
• Use of ultrasound does not appear to minimize this risk. than the nerve-­stimulator technique has not led to a decrease in
• The mechanisms of injury are sometimes obscure. the incidence of neurologic complications after peripheral nerve
• With appropriate precautions, the frequency of nerve injury after nerve blockade.132-­134
blocks is quite low. Management (Fig. 1.17). The surgeon usually discovers the nerve
injury after surgery. Management of the patient’s concerns and

Neurologic deficit develops following


peripheral nerve block

• Inform anesthesia team


• Determine if signs of vascular
injury/compartment syndrome are present

Clincal signs of vascular Clinical signs of vascular injury


injury present absent

• Immediately inform surgical • Examine patient to determine extent and


team magnitude of injury

Minor deficit Major deficit


• If pain is present, consider • Consult neurology – schedule nerve
anesthesia pain management conduction studies/EMG
consultation for medication • Consider MRI/US
management • Schedule PT evaluation/treatment
• Follow up in 1–2 weeks • In concert with neurology/pain management,
prescribe pain medication
• Follow up in 2–3 months

Deficit resolves Deficit stabilizes Deficit worsens


• Stop pain medications • If pain is present, continue • Schedule neurology
• Follow up in 3–6 months medications consultation
• Consider neurology consult • Follow up once
• Follow up in 3–4 months neurology consult is
completed

Deficit resolves Deficit stabilizes Deficit worsens


• Stop pain medications • If pain is present, continue • Reconsult neurology or
• Follow up in 3–6 months medications neurosurgery for urgent
• Follow up in 3–4 months evaluation and treatment

Fig. 1.17 Management of neurologic deficit following peripheral nerve block. EMG, Electromyography; MRI,
magnetic resonance imaging; PT, physical therapy; US, ultrasound. (Reproduced and modified with permis-
sion from Hadzic A, ed. Textbook of Regional Anesthesia and Acute Pain Management. New York: McGraw-­
Hill; 2007, p 989.)
CHAPTER 1 Anesthesia 13

potential injury requires thorough communication between the


CRITICAL POINTS
surgeon, anesthesiologist, and patient. A thorough history coupled
with a meticulous physical examination is required to determine the Regional Anesthesia
duration and types of symptoms, the dermatomal distribution, and any • R egional anesthesia for upper extremity surgery may improve the control of
motor deficit. The surgeon and anesthesiologist must investigate other postoperative pain, lower opiate consumption, decrease nausea and vomit-
confounding factors such as postoperative pain, immobility, edema, ing, and decrease the hospital stay.
positioning, and dressings/casting. • Among the regional anesthesia techniques of nerve stimulator–guided,
We divide the findings into minor or major deficits. Minor paresthesia-­guided, or ultrasound-­guided nerve block, there is no demon-
deficits include positional paresthesias, defined as changes in tem- strated improvement in outcome with any particular technique. However,
perature or light touch sensation without loss of motor function, ultrasound-­guided blocks have been shown to improve onset and decrease
for example, a burning sensation in a dermatomal distribution. dosage requirements compared with traditional techniques.
For minor deficits, reassurance that the deficit will likely resolve • Absolute contraindications to regional anesthesia are infection at the site
in a few weeks will often allay the patient’s anxiety. The patient of injection and patient refusal. Patient refusal often stems from unsub-
must be followed closely to ensure resolution of symptoms, pro- stantiated fears. These concerns can often be dispelled with a promise of
vide reassurance, and allow early detection of a more serious adequate sedation prior to administering the block and a forthright discus-
problem. sion of the procedure.
Major deficits, such as complete or nearly complete nerve palsy, • The use of additives to local anesthetics can prolong block duration and
should prompt heightened concern. Early diagnostic testing and analgesia while reducing overall local anesthetic dose, but agents should
treatment may be required. For example, compression detected via be chosen judiciously to avoid neurotoxicity.
ultrasound or magnetic resonance imaging requires prompt sur- • Continuous peripheral nerve catheters are safe and effective for extending
gical decompression.130 Pain medication should be prescribed to opioid-­sparing, site-­specific analgesia for adult and pediatric patients in
lessen the nerve pain and decrease the potential for the develop- both the inpatient and outpatient settings.
ment of complex regional pain. Nerve conduction studies (NCSs) • The incidence of temporary postoperative paresthesias is between 3% and
may or may not be necessary. NCSs are often inconclusive when the 8% and most resolve within 4 weeks.
patient’s only symptom is pain. A decrease in conduction velocity • Prolonged neurapraxias are extremely rare, with an incidence of between
indicates myelin damage, whereas a decrease in amplitude indicates 0.04% and 0.8%. In the event of a neurapraxia, a coordinated effort between
axonal damage. If the initial NCS is normal, the patient likely has the anesthesiologist and surgeon is required, as well as thorough communica-
injury to the unmyelinated nerve fibers, and the pain should resolve tion with the patient.
with time. If the initial NCS is abnormal, the injury is at least a
neurapraxia, and electromyography (EMG) is often warranted.
EMG changes in the muscle appear 2 to 4 weeks following injury.
Many centers perform an initial EMG at the same time as the NCS For Case Studies, Videos, and more, please visit eBooks for Practic-
to obtain a baseline. Subsequently, EMG should be performed 2 to ing Clinicians at ExpertConsult.com.
4 weeks after injury to define the muscle involvement and facilitate
identification of the injury site.135
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plexus block with ropivacaine infusion on skin temperature and survival extremity peripheral nerve blocks in the perioperative pain management
of crushed fingers after microsurgical replantation. Chang Gung Med J. of orthopaedic patients: AAOS exhibit selection. J Bone Joint Surg Am.
2005;28(8):567–574. 2013;95(24):e197 (1–13).
23. Zor F, Ozturk S, Usyilmaz S, Sengezer M. Is stellate ganglion blockade 45. Egol KA, Soojian MG, Walsh M, Katz J, Rosenberg AD, Paksima N.
an option to prevent early arterial vasospasm after digital microsurgical Regional anesthesia improves outcome after distal radius fracture fixation
procedures? Plast Reconstruct Surg. 2006;117(3):1059–1060. over general anesthesia. J Orthop Trauma. 2012;26(9):545–549.
24. Ward WA, Van Moore A. Management of finger ulcers in scleroderma. J 46. Aumeier C, Kasdorf B, Gruber M, et al. Lipid emulsion pretreatment has
Hand Surg Am. 1995;20(5):868–872. different effects on mepivacaine and bupivacaine cardiac toxicity in an
25. Inberg P, Kassila M, Vilkki S, Tarkkila P, Neuvonen P. Anesthesia for mi- isolated rat heart model. Br J Anaesth. 2014;112(4):735–741.
crosurgery in children. A combination of general anesthesia and axillary 47. Bailard NS, Ortiz J, Flores RA. Additives to local anesthetics for peripher-
plexus block. Acta Anesthesiol Scand. 1995;39(4):518–522. al nerve blocks: evidence, limitations, and recommendations. Am J Health
26. Detaille V, Busnel F, Ravary H, Jacquot A, Katz D, Allano G. Use of Syst Pharm. 2014;71(5):373–385.
continuous interscalene brachial plexus block and rehabilitation to treat 48. Chow MY, Sia AT, Koay CK, Chan YW. Alkalinization of lidocaine
complex regional pain syndrome of the shoulder. Ann Phys Rehabil Med. does not hasten the onset of axillary brachial plexus block. Anesth Analg.
2010;53(6–7):406–416. 1998;86(3):566–568.
27. Lonnqvist PA. Is ultrasound guidance mandatory when per- 49. Weber A, Fournier R, Van Gessel E, Riand N, Gamulin Z. Epinephrine
forming paediatric regional anaesthesia? Curr Opin Anaesthesiol. does not prolong the analgesia of 20 mL ropivacaine 0.5% or 0.2% in a
2010;23(3):337–341. femoral three-­in-­one block. Anesth Analg. 2001;93(5):1327–1331.
28. Walker BJ, Long JB, Sathyamoorthy M, et al. Complications in 50. Desmet M, Braems H, Reynvoet M, et al. I.V. and perineural dexameth-
regional anesthesia: an analysis of more than 100,000 blocks asone are equivalent in increasing the analgesic duration of a single-­shot
from the pediatric regional anesthesia network. Anesthesiology. interscalene block with ropivacaine for shoulder surgery: a prospective,
2018;129(4):721–732. randomized, placebo-­controlled study. Br J Anaesth. 2013;111(3):445–452.
CHAPTER 1 Anesthesia 15

51. Abdallah FW, Johnson J, Chan V, et al. Intravenous dexamethasone and 72. Marhofer P, Willschke H, Kettner S. Current concepts and future
perineural dexamethasone similarly prolong the duration of analgesia after su- trends in ultrasound-­guided regional anesthesia. Curr Opin Anaestheiol.
praclavicular brachial plexus block. Reg Anesth Pain Med. 2015;40(2):125–132. 2010;23(5):632–636.
52. Fritsch G, Danninger T, Allerberger K, et al. Dexmedetomidine added to 73. Yuan JM, Yang XH, Fu SK, et al. Ultrasound guidance for brachial plexus
ropivacaine extends the duration of interscalene brachial plexus blocks block decreases the incidence of complete hemi-­diaphragmatic paresis
for elective shoulder surgery when compared with ropivacaine alone: a or vascular punctures and improves success rate of brachial plexus nerve
single-­center, prospective, triple-­blind, randomized controlled trial. Reg block compared with peripheral nerve stimulator in adults. Chin Med J.
Anesth Pain Med. 2014;39(1):37–47. 2012;125(10):1811–1816.
53. Pöpping DM, Elia N, Marret E, Wenk M, Tramèr MR. Clonidine as an 74. Bingham AE, Fu R, Horn JL, Abrahams MS. Continuous peripheral nerve
adjuvant to local anesthetics for peripheral nerve and plexus blocks: a block compared with single-­injection peripheral nerve block: a systematic
meta-­analysis of randomized trials. Anesthesiology. 2009;111(2):406–415. review and meta-­analysis of randomized controlled trials. Reg Anesth
54. Schnabel A, Reichl SU, Weibel S, et al. Efficacy and safety of dexmede- Pain Med. 2012;37(6):583–594.
tomidine in peripheral nerve blocks: a meta-­analysis and trial sequential 75. Ilfeld BM. Continuous peripheral nerve blocks: an update of the pub-
analysis. Eur J Anesthesiol. 2018;35(10):745–758. lished evidence and comparison with novel alternative analgesic modali-
55. Alemanno F, Ghisi D, Fanelli A, et al. Tramadol and 0.5% levobupiva- ties. Anesth Analg. 2017;124(1):308–335.
caine for single-­shot interscalene block: effects on postoperative analgesia 76. Peng L, Ren L, Qin P, et al. Continuous femoral nerve block versus intra-
in patients undergoing shoulder arthroplasty. Minerva Anestesiol. venous patient controlled analgesia for knee mobility and long-­term pain
2012;78(3):291–296. in patients receiving total knee replacement: a randomized controlled
56. Behr A, Freo U, Ori C, Westermann B, Alemanno F. Buprenorphine trial. Evid Based Complement Alternat Med. 2014;2014:569107.
added to levobupivacaine enhances postoperative analgesia of middle 77. Gaus P, Heb B, Tanyay Z, Müller-­Breitenlohner H. Epidural malposition-
interscalene brachial plexus block. J Anesth. 2012;26(5):746–751. ing of an interscalene plexus catheter. Anaesthesist. 2011;60(9):850–853.
57. Kaabachi O, Ouezini R, Koubaa W, Ghrab B, Zargouni A, Abdelaziz AB. 78. Walter M, Rogalla P, Spies C, Kox WJ, Volk T. [Intrathecal misplacement
Tramadol as an adjuvant to lidocaine for axillary brachial plexus block. of an interscalene plexus catheter]. Anaesthesist. 2005;54(3):215–219.
Anesth Analg. 2009;108(1):367–370. 79. Ahsan ZS, Carvalho B, Yao J. Incidence of failure of continuous peripher-
58. Senel AC, Ukinc O, Timurkaynac A. Does the addition of tramadol al nerve catheters for postoperative analgesia in upper extremity surgery.
and ketamine to ropivacaine prolong the axillary brachial plexus block? J Hand Surg Am. 2014;39(2):324–329.
BioMed Res Int. 2014;2014:686287. 80. Marhofer D, Marhofer P, Triffterer L, Leonhardt M, Weber M, Zeitlinger
59. Schnabel A, Reichl SU, Zahn PK, Pogatzki-­Zahn M, Meyer-­Frießem CH. Ef- M. Dislocation rates of perineural catheters: a volunteer study. Br J An-
ficacy and safety of buprenorphine in peripheral nerve blocks: a meta-­analysis aesth. 2013;111(5):800–806.
of randomized controlled trials. Eur J Anesthesiol. 2017;34(9):576–586. 81. Morin AM, Kranke P, Wulf H, Stienstra R, Eberhart LHJ. The effect of
60. Leffler A, Frank G, Kistner K, et al. Local anesthetic-­like inhibition of stimulating versus nonstimulating catheter techniques for continuous
voltage-­gated Na(+) channels by the partial mu-­opioid receptor agonist regional anesthesia: a semiquantitative systematic review. Reg Anesth Pain
buprenorphine. Anesthesiology. 2012;116(6):1335–1346. Med. 2010;35(2):194–199.
61. Laiq N, Khan MN, Arif M, Khan S. Midazolam with bupivacaine for 82. Schnabel A, Meyer-­Frießem CH, Zahn PK, Pogatzki-­Zahn EM. Ultra-
improving analgesia quality in brachial plexus block for upper limb sound compared with nerve stimulation guidance for peripheral nerve
surgeries. J Coll Physicians Surg Pak. 2008;18(11):674–678. catheter placement: a meta-­analysis of randomized controlled trials. Br J
62. Lee AR, Yi HW, Chung IS, et al. Magnesium added to bupivacaine Anaesth. 2013;111(4):564–572.
prolongs the duration of analgesia after interscalene nerve block. Can J 83. Fredrickson MJ. Randomised comparison of an end-­hole, triple-­hole and
Anaesth. 2012;59(1):21–27. novel six-­hole catheter for continuous interscalene analgesia. Anaesth
63. Lee IO, Kim WK, Kong MH, et al. No enhancement of sensory and Intensive Care. 2014;42(1):37–42.
motor blockade by ketamine added to ropivacaine interscalene brachial 84. Falcão LF, Perez MV, de Castro I, Yamashita AM, Tardelli MA, Amaral
plexus blockade. Acta Anaesthesiol Scand. 2002;46(7):821–826. JLG. Minimum effective volume of 0.5% bupivacaine with epinephrine
64. Chapman GM. Regional nerve block with the aid of a nerve stimulator. in ultrasound-­guided interscalene brachial plexus block. Br J Anaesth.
Anaesthesia. 1972;27(2):185–193. 2013;110(3):450–455.
65. Perlas A, Niazi A, McCartney C, Chan V, Xu D, Abbas S. The sensitivity of 85. Renes SH, Rettig HC, Gielen MJ, Wilder-­Smith OH, van Geffen GJ.
motor response to nerve stimulation and paresthesia for nerve localization Ultrasound-­guided low-­dose interscalene brachial plexus block reduces the inci-
as evaluated by ultrasound. Reg Anesth Pain Med. 2006;31(5):445–450. dence of hemidiaphragmatic paresis. Reg Anesth Pain Med. 2009;34(5):498–502.
66. Liguori GA, Zayas VM, YaDeau JT, et al. Nerve localization techniques 86. Ferraro LH, Takeda A, dos Reis Falcão LF, Rezende AH, Sadatsune EJ,
for interscalene brachial plexus blockade: a prospective, randomized Tardelli MA. Determination of the minimum effective volume of 0.5%
comparison of mechanical paresthesia versus electrical stimulation. bupivacaine for ultrasound-­guided axillary brachial plexus block. Braz J
Anesth Analg. 2006;103(3):761–767. Anesthesiol. 2014;64(1):49–53.
67. Kapral S, Krafft P, Eibenberger K, Fitzgerald R, Gosch M, Weinstabl C. 87. González AP, Bernucci F, Pham K, Correa JA, Finlayson RJ, Tran DQH.
Ultrasound-­guided supraclavicular approach for regional anesthesia of Minimum effective volume of lidocaine for double-­injection ultrasound-­
the brachial plexus. Anesth Analg. 1994;78(3):507–513. guided axillary block. Reg Anesth Pain Med. 2013;38(1):16–20.
68. Misamore G, Webb B, McMurray S, Sallay P. A prospective analysis of 88. Tran de QH, Dugani S, Correa JA, Dyachenko A, Alsenosy N, Finlayson
interscalene brachial plexus blocks performed under general anesthesia. J RJ. Minimum effective volume of lidocaine for ultrasound-­guided supra-
Shoulder Elbow Surg. 2011;20(2):308–314. clavicular block. Reg Anesth Pain Med. 2011;36(5):466–469.
69. McNaught A, Shastri U, Carmichael N, et al. Ultrasound reduces the min- 89. Song JG, Jeong DG, Kang BJ, Park KK. Minimum effective volume of
imum effective local anaesthetic volume compared with peripheral nerve mepivacaine for ultrasound-­guided supraclavicular block. Korean J Anes-
stimulation for interscalene block. Br J Anaesth. 2011;106(1):124–130. thesiol. 2013;65(1):37–41.
70. Trabelsi W, Amor MB, Lebbi MA, Romdhani C, Dhahri S, Ferjani M. 90. Kavakli AS, Kavrut Ozturk N, Arslan U. Minimum effective volume of
Ultrasound does not shorten the duration of procedure but provides a bupivacaine 0.5% for ultrasound-­guided retroclavicular approach to
faster sensory and motor block onset in comparison to nerve stim- infraclavicular block. Rev Bras Anestesiol. 2019;69(3):253–258.
ulator in infraclavicular brachial plexus block. Korean J Anesthesiol. 91. Tran de QH, Dugani S, Dyachenko A, Correa JA, Finlayson RJ. Mini-
2013;64(4):327–333. mum effective volume of lidocaine for ultrasound-­guided infraclavicular
71. Neal JM, Brull R, Chan VW, et al. The ASRA evidenced-­based block. Reg Anesth Pain Med. 2011;36(2):190–194.
medicine assessment of ultrasound-­guided regional anesthesia and 92. Pavičić Šarić J, Vidjak V, Tomulić K, Zenko J. Effects of age on minimum
pain medicine: executive summary. Reg Anesth Pain Med. 2010;35(2 effective volume of local anesthetic for ultrasound-­guided supraclavicular
Suppl):S1–S9. brachial plexus block. Acta Anaesthesiol Scand. 2013;57(6):761–766.
16 PART I Basic Principles

93. Gebhard RE, Nielsen KC, Pietrobon R, Missair A, Williams BA. Diabetes 117. Crystal CS, Blankenship RB. Local anesthetics and peripheral nerve
mellitus, independent of body mass index, is associated with a “higher blocks in the emergency department. Emerg Med Clin North Am.
success” rate for supraclavicular brachial plexus blocks. Reg Anesth Pain 2005;23(2):477–502.
Med. 2009;34(5):404–407. 118. Hill Jr RG, Patterson JW, Parker JC, Bauer J, Wright E, Heller MB.
94. Salviz EA, Onbasi S, Ozonur A, Orhan-­Sungur M, Berkoz O, Tugrul KM. Comparison of transthecal digital block and traditional digital block for
Comparison of ultrasound-­guided axillary brachial plexus block prop- anesthesia of the finger. Ann Emerg Med. 1995;25(5):604–607.
erties in diabetic and nondiabetic patients: a prospective observational 119. Low CK, Vartany A, Diao E. Comparison of transthecal and subcutane-
study. J Hand Surg Am. 2017;42(3):190–197. ous single-­injection digital block techniques in cadaver hands. J Hand
95. Gupta PK, Pace NL, Hopkins PM. Effect of body mass index on the ED50 Surg Am. 1997;22(5):897–900.
volume of bupivacaine 0.5% for supraclavicular brachial plexus block. Br 120. Scarff CE, Scarff CW. Digital nerve blocks: more gain with less pain.
J Anaesth. 2010;104(4):490–495. Australas J Dermatol. 2007;48(1):60–61.
96. Schroeder K, Andrei AC, Furlong MJ, Donnelly MJ, Han S, Becker AM. 121. Mantilla-­Rivas E, Tan P, Zajac J, Tilt A, Rogers GF, Oh AK. Is epineph-
The perioperative effect of increased body mass index on peripheral rine safe for infant digit excision? A retrospective review of 402 poly-
nerve blockade: an analysis of 528 ultrasound guided interscalene blocks. dactyly excisions in patients younger than 6 months. Plast Reconstr Surg.
Rev Bras Anestesiol. 2012;62(1):28–38. 2019;144(1):149–154.
97. Fredrickson MJ, Abeysekera A, White R. Randomized study of the effect 122. Chowdhry S, Seidenstricker L, Cooney DS, Hazani R, Wilhelmi BJ. Do
of local anesthetic volume and concentration on the duration of peripher- not use epinephrine in digital blocks: myth or truth? Part II. A retrospec-
al nerve blockade. Reg Anesth Pain Med. 2012;37(5):495–501. tive review of 1111 cases. Plast Reconstr Surg. 2010;126(6):2031–2034.
98. Fenten MG, Schoenmakers KP, Heesterbeek P, Scheffer GJ, Stienstra R. 123. Colbern E. The Bier block for intravenous regional anesthesia: technic
Effect of local anesthetic concentration, dose and volume on the duration and literature review. Anesth Analg. 1970;49(6):935–940.
of single-­injection ultrasound-­guided axillary brachial plexus block with 124. Perlas A, Peng PW, Plaza MB, Middleton WJ, Chan VWS, Sanandaji K.
mepivacaine: a randomized controlled trial. BMC Anesthsiol. 2015;15:130. Forearm rescue cuff improves tourniquet tolerance during intravenous
99. Franco CD, Rahman A, Voronov G, Kerns JM, Beck RJ, Buckenmaier 3rd regional anesthesia. Reg Anesth Pain Med. 2003;28(2):98–102.
CC. Gross anatomy of the brachial plexus sheath in human cadavers. Reg 125. Guay J. Adverse events associated with intravenous regional anesthe-
Anesth Pain Med. 2008;33(1):64–69. sia (Bier block): a systematic review of complications. J Clin Anesth.
100. Winnie AP. Interscalene brachial plexus block. Anesth Analg. 2009;21(8):585–594.
1970;49(3):455–466. 126. Thomas LC, Graham SK, Osteen KD, Porter HS, Nossaman BD. Compari-
101. Lenters TR, Davies J, Matsen 3rd FA. The types and severity of complica- son of ultrasound and nerve stimulation techniques for interscalene brachial
tions associated with interscalene brachial plexus block anesthesia: local plexus block for shoulder surgery in a residency training environment: a ran-
and national evidence. J Shoulder Elbow Surg. 2007;16(4):379–387. domized, controlled, observer-­blinded trial. Ochsner J. 2011;11(3):246–252.
102. Kim DH, Lin Y, Beathe JC, et al. Superior trunk block: a phrenic-­sparing 127. Choquet O, Morau D, Biboulet P, Capdevila C. Where should the tip of
alternative to the interscalene block: a randomized controlled trial. Anes- the needle be located in ultrasound-­guided peripheral nerve blocks? Curr
thesiology. 2019;131(3):521–533. Opin Anaesthesiol. 2012;25(5):596–602.
103. Kulenkampff D. Brachial plexus anaesthesia: its indications, technique, 128. Fredrickson MJ, Kilfoyle DH. Neurological complication analysis of
and dangers. Ann Surg. 1928;87(6):883–891. 1000 ultrasound guided peripheral nerve blocks for elective orthopaedic
104. Abell DJ, Barrington MJ. Pneumothorax after ultrasound-­guided supra- surgery: a prospective study. Anaesthesia. 2009;64(8):836–844.
clavicular block: presenting features, risk and related training. Reg Anesth 129. Neal JM, Barrington MJ, Brull R, et al. The second ASRA practice
Pain Med. 2014;39(2):164–167. advisory on neurologic complications associated with regional anesthe-
105. Soares LG, Brull R, Lai J, Chan VW. Eight ball, corner pocket: the sia and pain medicine: executive summary 2015. Reg Anesth Pain Med.
optimal needle position for ultrasound-­guided supraclavicular block. Reg 2015;40(5):401–430.
Anesth Pain Med. 2007;32(1):94–95. 130. Barrington MJ, Snyder GL. Neurologic complications of regional anes-
106. Draeger RW, Messer TM. Suprascapular nerve palsy following supracla- thesia. Curr Opin Anaesthesiol. 2011;24(5):554–560.
vicular block for upper extremity surgery: report of 3 cases. J Hand Surg 131. Droog W, Lin DY, van Wijk JJ, et al. Is it the surgery or the block?
Am. 2012;37(12):2576–2579. Incidence, risk factors, and outcome of nerve injury following upper
107. Raj PP, Montgomery SJ, Nettles D, Jenkins MT. Infraclavicular brachial extremity surgery. Plast Reconstr Surg Glob Open. 2019;7(9):e2458.
plexus block: a new approach. Anesth Analg. 1973;52(6):897–904. 132. Barrington MJ, Watts SA, Gledhill SR, et al. Preliminary results of the
108. Sandhu NS, Capan LM. Ultrasound-­guided infraclavicular brachial plex- Australasian Regional Anaesthesia Collaboration: a prospective audit of
us block. Br J Anaesth. 2002;89(2):254–259. more than 7000 peripheral nerve and plexus blocks for neurologic and
109. Bigeleisen P, Wilson M. A comparison of two techniques for ultrasound other complications. Reg Anesth Pain Med. 2009;34(6):534–541.
guided infraclavicular block. Br J Anaesth. 2006;96(4):502–507. 133. Neal JM. Ultrasound-­guided regional anesthesia and patient safety: an
110. Stan TC, Krantz MA, Solomon DL, Poulos JG, Chaouki K. The incidence evidence-­based analysis. Reg Anesth Pain Med. 2010;35(2 Suppl):S59–
of neurovascular complications following axillary brachial plexus block S67.
using a transarterial approach. A prospective study of 1,000 consecutive 134. Sites BD, Taenzer AH, Herrick MD, et al. Incidence of local anesthetic
patients. Reg Anesth. 1995;20(6):486–492. systemic toxicity and postoperative neurologic symptoms associated with
111. Koscielniak-­Nielsen ZJ, Hesselbjerg L, Fejlberg V. Comparison of tran- 12,668 ultrasound-­guided nerve blocks: an analysis from a prospective
sarterial and multiple nerve stimulation techniques for an initial axillary clinical registry. Reg Anesth Pain Med. 2012;37(5):478–482.
block by 45 mL of mepivacaine 1% with adrenaline. Acta Anaesthesiol 135. Hadzic AE. Textbook of Regional Anesthesia and Acute Pain Management.
Scand. 1998;42(5):570–575. New York: McGraw-­Hill; 2007.
112. O’Rourke MG, Tang TS, Allison SI, Wood W. The anatomy of the extra- 136. Batinac T, Sotošek Tokmadžić V, Peharda V, Brajac I. Adverse reactions
thoracic intercostobrachial nerve. Aust N Z J Surg. 1999;69(12):860–864. and alleged allergy to local anesthetics: analysis of 331 patients. J Derma-
113. McCartney CJ, Xu D, Constantinescu C, Abbas S, Chan VWS. Ultra- tol. 2013;40(7):522–527.
sound examination of peripheral nerves in the forearm. Reg Anesth Pain 137. Bhole MV, Manson AL, Seneviratne SL, Misbah SA. IgE-­mediated allergy
Med. 2007;32(5):434–439. to local anaesthetics: separating fact from perception: a UK perspective.
114. Salam GA. Regional anesthesia for office procedures: Part II. Extremity Br J Anaesth. 2012;108(6):903–911.
and inguinal area surgeries. Am Fam Physician. 2004;69(4):896–900. 138. Hebl JR, Niesen AD. Infectious complications of regional anesthesia.
115. Delaunay L, Chelly JE. Blocks at the wrist provide effective anesthesia for Curr Opin Anaesthesiol. 2011;24(5):573–580.
carpal tunnel release. Can J Anaesth. 2001;48(7):656–660. 139. Schulz-­Stubner S, Kelley J. Regional anesthesia surveillance system: first
116. Tuzuner T. Median and ulnar nerve block for endoscopic carpal tunnel experiences with a quality assessment tool for regional anesthesia and
release. Adv Ther. 2006;23(6):902–904. analgesia. Acta Anaesthesiol Scand. 2007;51(3):305–315.
PART II Hand

2
Acute Infections of the Hand
Milan V. Stevanovic, Frances Sharpe

To paraphrase Hans Zinsser, the prolific bacteriologist and epidemi- produced by the offending pathogen can cause vascular thrombosis
ologist: No matter how clean and regulated our society becomes, bac- and tissue death. Patients with necrotizing fasciitis and gas gangrene
teria, viruses, and protozoa will always lurk in the shadows, ready to need immediate surgical care.
pounce when neglect, poverty, or famine weakens one’s defenses.
Types of Infections
Cellulitis is an infection of the subcutaneous tissue, which is often dif-
GENERAL PRINCIPLES fuse and can be associated with lymphangitis. It is caused by a single
Hippocrates’ principles for the treatment of hand infections are organism, usually Staphylococcus aureus or β-­hemolytic Streptococcus.
fundamentally valid today. Wounds were kept clean with frequent Lymphangitic streaking is more commonly seen with β-­hemolytic
changes of wine-­soaked dressings. Dressings were kept loose “so as streptococcal infections. It generally has a more distal nidus and
not to intercept the pus, but to allow it to flow away freely.”1 Cou- spreads in a proximal direction. Cellulitis is a non–pus-­forming infec-
pled with these early principles is the pioneering work of Dr. Alan tion and as such is initially treated nonsurgically. If the cellulitis is
Kanavel, a Chicago general surgeon who treated hand infections not responding to intravenous therapy over 12 to 24 hours, this often
in the preantibiotic era. Much of our current understanding of the suggests the formation of pus (abscess) and more serious infection.
pathogenesis and treatment of hand infections must be credited to Even in the absence of abscess formation, cellulitis associated with
his extensive dissections and innovative injection studies. Through substantial swelling may require surgical decompression (e.g., necro-
these studies, he demonstrated the potential spaces of the hand and tizing fasciitis). Cellulitis often requires hospital admission and close
the pathogenesis of infection. From this data, he developed the sur- monitoring to assess the response to antibiotic therapy. A specific type
gical principles that remain the cornerstone of modern treatment of of staphylococcal infection is the staphylococcal scalded skin syndrome,
hand infections.2 primarily a disease of young children that results from an exfoliative
Hand infections can result in severe disabilities, including stiff- toxin-­producing staphylococcal organism.6,7 A high index of suspicion
ness, contracture, and amputation. These complications have been and early differentiation of this process from other skin conditions are
substantially reduced through the introduction of antibiotic therapy important to treatment outcome. Although this syndrome is extremely
in conjunction with surgical treatment. Although antibiotics have rare in adults, it is associated with a high mortality rate, usually because
dramatically reduced the morbidity associated with hand infections, of serious underlying illness, such as kidney failure or immunosup-
their use does not supplant the need for expedient and proper surgical pression.7 Detection of the exfoliative toxin is required for diagnosis.
intervention. Several factors influence the outcome of hand infections. Immunologic methods allow for more rapid detection.8 Prompt anti-
These include the location of the infection, infecting organism, tim- biotic therapy and local wound care are the mainstays of management.
ing of treatment, adequacy of surgical drainage, efficacy of antibiotics, Both staphylococcus species and streptococcal species can produce
and health status and immunocompetence of the host. In the words toxins that can cause shock and multiorgan system failure. Streptococ-
of one of the preeminent U.S. public health officials, Dr. Charles V. cus pyogenes, group A Streptococcus (GAS), can cause sepsis, shock,
Chapin: “As it takes two to quarrel, so it takes two to make a disease, and rapid demise. Necrotizing fasciitis is a serious life-­threatening
the microbe and the host.” infection that may initially resemble cellulitis. Although purulence
Host factors play a determining role in the severity and duration is not present, a watery discharge often described as “dishwater-­like
of infection. Many medical conditions reduce host defenses. Malnu- fluid” may be seen superficial to the fascia. Most other hand infections
trition, alcoholism, autoimmune diseases, chronic corticosteroid use, are generally pus forming and are discussed in detail throughout the
hepatitis, and human immunodeficiency virus (HIV) infection are chapter.
some of the comorbidities to be considered. The most prevalent disease The most common infecting organisms are Staphylococcus and
associated with immunosuppression is diabetes mellitus, which affects Streptococcus species, with staphylococcal organisms predom-
approximately 10% of the adult population of the United States.3,4 inating. Many infections, especially those associated with bite
Early and superficial infections may respond to nonsurgical man- wounds, those associated with gross contamination, or those seen
agement. However, most acute infections of the hand represent surgical in diabetic patients, are often polymicrobial infections. Pasteurella
emergencies. Swelling and edema associated with an infection result in multocida should be considered in most animal bites, and both
increased tissue pressure and can cause ischemia and tissue necrosis streptococcal species and Eikenella corrodens should be consid-
by a process resembling compartment syndrome.5 Furthermore, toxins ered in human bite wounds. Anaerobic infection is less common

17
18 PART II Hand

but should be considered in diabetic patients or intravenous drug


users. Empirical antibiotic therapy should be tailored toward the
most likely offending pathogen. The local prevalence of antibiotic-­
resistant organisms should be considered when starting empiri-
cal treatment. An infectious disease specialist familiar with the
hospital-­specific patterns of antibiotic resistance can be invaluable
in directing antibiotic therapy and in managing outpatient intra-
venous therapy.

Methicillin-­Resistant Staphylococcus aureus Infections


The increasing incidence of infection with methicillin-­ resistant
S. aureus (MRSA) has been recognized throughout the surgical
and infectious disease literature. A strain of S. aureus resistant to
methicillin was mentioned in reports from the United Kingdom in
1961. This strain was soon identified worldwide and was associated
with hospital-­ acquired infections (HA-­ MRSA).9 Only a handful
of successful HA-­MRSA clones are responsible for the majority of
infections, and different clones dominate in different geographic loca-
tions.10 However, MRSA infections have been increasingly identified
as community-­acquired infections (CA-­MRSA). There are unique
microbiologic and genetic properties distinguishing the hospital-­
acquired and community-­acquired strains. A community-­acquired
infection is defined as occurring in patients with MRSA identified
by culture who have no history of a hospital or medical facility stay
within the past year, who have no history of dialysis or surgery occur-
ring within the past year, and in whom no indwelling catheters are Fig. 2.1 Characteristic appearance of MRSA infection with central skin
present. necrosis and surrounding erythema. Purulence is not always present.
CA-­MRSA is now the predominant strain in hand infections, Soft tissue necrosis is often more extensive than would be expected
found in up to 40% to 60% of S. aureus infections.11-­14 The majority from a localized infection. (Copyright courtesy of Milan Stevanovic and
of CA-­MRSA infections in the United States have been caused by a Frances Sharpe.)
single clone (USA300). One of the distinguishing features in CA-­
MRSA is the frequent gene sequence encoding for Panton-­Valentine
leukocidin (PVL), a potent toxin that leads to the characteristic tissue has been overused despite strong support that it does not decrease the
necrosis commonly seen in the clinical setting.15 Of recent concern incidence of surgical site infections in elective soft tissue procedures of
is the increased incidence of multidrug-­resistant MRSA, with resis- the hand.21,27-­32 The use of antibiotics may be related in part to institu-
tance to clindamycin and levofloxacin. Kistler et al. reported on the tional policies rather than to surgeon preference. Ultimately, the whole
patient factors associated with specific drug resistance. Risk factors patient and any underlying comorbidities must be considered. Prophy-
for clindamycin resistance included nosocomial infections, a history lactic antibiotics in patients with joint arthroplasties have been recom-
of intravenous drug use, and hepatitis C. Risk factors for levofloxa- mended to protect the prosthesis more than to prevent surgical site
cin resistance included a history of diabetes and a fever upon initial infection, although one recent study has demonstrated no difference in
presentation.14,16,17 prosthetic joint infection with or without prophylactic antibiotic ther-
MRSA infections frequently have a characteristic appearance of apy.30 Patients with an altered immune response may have a potentially
a dermonecrotic skin lesion (Fig. 2.1). They are often mislabeled by greater benefit from prophylactic antibiotics than an immunocompe-
patients as “spider bites” due to their appearance.18 Recently, we have tent host. For surgical procedures that involve exposure of the bone or
not seen the extensive tissue necrosis with MRSA infections that joint or those involving implants, we routinely administer intravenous
we have in the past. Empirical treatment of hand infections has also prophylaxis.
changed to address potential MRSA infections.12,14,17,19 Successful Surgical site preparation has transitioned predominantly to the
treatment requires surgical debridement with excision of necrotic tis- use of prep sticks to clean the surgical site. Recent studies suggest
sue in conjunction with appropriate antibiotic therapy. that the use of DuraPrep and Betadine were better than ChloraPrep
for skin decontamination in the hand, with the majority of pre and
Nosocomial Infections post-prep colonies consisting of Bacillus species.33 Beredjiklian and
The hand is a very well-­vascularized region, making it less vulnerable colleagues showed a five times greater area of unprepped skin sur-
to postoperative infection than other anatomic sites, with an incidence face when comparing a prep stick to soaked 4 × 4 gauze sponges.
of deep postoperative infection of less than 1%.20-­22 S. aureus is the However, both methods demonstrated <1% unprepped skin surface
most common pathogen in clean surgical procedures.23-­25 The use of area.34 Given the low rate of infection following clean surgery of the
perioperative intravenous antibiotics within 1 hour preceding surgery hand, the clinical implications remain unknown.
has greatly reduced the incidence of postsurgical infections in general
orthopedic practice.26 The benefit of perioperative intravenous antibi- Patient Evaluation
otics in the total joint population was generalized to all orthopedic pro- Clinical examination remains the hallmark of diagnosis in hand infec-
cedures, leading to antibiotic overuse for clean soft tissue procedures. In tions. Pain (dolor) and increased temperature (calor), with or without
particular, the use of perioperative antibiotics in elective hand surgery erythema (rubor), and tenderness remain the prime features of hand
CHAPTER 2 Acute Infections of the Hand 19

to increase between 4 and 6 hours after a stimulus. CRP levels peak


between 36 and 50 hours and levels can increase 100-­to 1000-­fold
during acute inflammation. Its half-­life is consistent, which makes it
a valuable tool for monitoring the progress of an infection. Procal-
citonin is an acute phase reactant produced in extrahepatic tissue.
An elevation in procalcitonin can be seen as early as 3 hours after
the onset of an inflammatory condition. It has been most commonly
described in the diagnosis of respiratory infections. Its specificity and
early detection may make it a more commonly used marker of inflam-
matory and infectious conditions in the future. The ESR is an indirect
measure of inflammation and starts to rise later in the disease pro-
cess, typically between 24 and 48 hours. It changes more slowly and
is less useful for monitoring day-­to-­day progress, but it is very useful
in monitoring longer time frame response to treatment. In addition
to the WBC count, platelets are an acute phase reactant, increased
by inflammatory or infectious conditions, and may be a marker of
disease progression.
When a patient presents with an area of fluctuance, this should be
provisionally treated with aspiration or bedside decompression until
formal surgical debridement is performed. The fluid should be sent for
culture. For patients who do not clearly have an abscess, aspiration may
be useful to identify a deep pyogenic infection. Magnetic resonance
imaging (MRI), if readily obtainable, can be used to identify areas of
fluid collection in the deep spaces of the hand or along tendon sheaths.
A computed tomography (CT) scan can also identify a fluid collection
if an MRI cannot be obtained or is contraindicated. Swollen painful
joints should be aspirated with caution. The site of aspiration should
Fig. 2.2 Subcutaneous gas in a patient presenting with dorsal hand
swelling with a bite wound (clenched fist injury) after wound closure at
not be over an area of cellulitis to avoid seeding the joint with bacte-
an outside emergency department. (Copyright courtesy of Milan Steva- ria. The aspirated fluid should be sent for culture. Joint fluid analysis
novic and Frances Sharpe.) with cell count, glucose, and protein levels can be obtained if an ade-
quate aspirate is obtained. If the joint aspirate is not clearly pyogenic
and indicators of infection are absent, antibiotics are withheld until
infection. Temperature elevation is inconsistent. Abnormalities of the cultures are available. Nonsteroidal antiinflammatory drugs (NSAIDs)
white blood cell (WBC) count and C-­reactive protein (CRP) level are may be given to both treat the patient and help distinguish between an
uncommon features of a hand infection. In one study, these lab values inflammatory process and sepsis. If the presentation is suggestive of an
were normal in 75% of patients. The erythrocyte sedimentation rate inflammatory process, antibiotics are withheld while the response to
(ESR) was slightly more useful, with elevation of the ESR found in 50% NSAIDs is observed. When infection is suggested, empirical antibiotic
of patients.35 therapy should be started in the emergency department after a culture
The initial evaluation and management in the emergency depart- specimen has been obtained.
ment should include a thorough medical history, assessment of risk Differentiating between an infectious process and an inflammatory
factors for immunocompromise, and evaluation of tetanus immu- process, especially pseudogout, can be difficult. The differential diag-
nization status. Appropriate tetanus prophylaxis should be admin- nosis requires consideration of many factors, including the patient’s
istered based on immunization history and time of the last booster history, the presence of underlying diseases, and the clinical presen-
shot. Tetanus immune globulin (TIG; HyperTET®) and tetanus toxoid tation (Case Study 2.1). When to withhold antibiotic therapy can be
booster are given if the patient has not had a series of tetanus immu- a diagnostic challenge. The use of antibiotics in some circumstances
nizations. Clinical evaluation of the affected extremity should include may treat the physician’s anxiety more than the patient’s disease. Over-
examination for fluctuance, warmth, edema, redness, tenderness, night hospital observation while antibiotics are withheld allows the
and lymphangitis or lymphadenopathy. Areas of cellulitis should be disease process to be closely monitored and provides the opportunity
marked on the skin so that progression or regression of the infectious to change the treatment regimen if the anticipated improvement is not
process can be monitored. If an open draining wound is present, a evident with NSAID therapy. When the level of suspicion for an infec-
specimen should be sent for aerobic and anaerobic culture. Radio- tious process is low, a corticosteroid dose pack may be used. The patient
graphs are obtained to evaluate for the presence of a foreign body, is reevaluated in 24 to 48 hours. The importance of seeing the patient
gas within the soft tissues, underlying fracture, septic joint, or osteo- again within 24 to 48 hours cannot be overstated. If the process is non-
myelitis (Fig. 2.2). Blood cultures should be drawn in febrile patients. infectious, the symptoms will be nearly resolved. It may take years to
Blood should be assessed for a complete blood count (CBC), ESR, develop the clinical experience to recognize these different processes,
CRP, electrolytes, and blood glucose measurements. Hand infection and even the experienced eye can mistake an infectious process from
may be the first presenting complaint of undiagnosed diabetes. Lab- an inflammatory process and vice versa.
oratory evaluation is important in both the initial assessment of a Patients with severe infections such as necrotizing fasciitis or gas
patient and the ongoing monitoring of the infectious or inflammatory gangrene or who are immunocompromised, including diabetics,
process. The acute phase reactants are nonspecific markers of inflam- should be immediately treated with broad-­spectrum antibiotic therapy
mation, produced in response to noxious stimuli, which can include and emergent surgical intervention. A team approach to these critically
infection, noninfectious inflammation, or trauma. CRP levels start ill patients may improve outcomes.
CHAPTER 2 Acute Infections of the Hand 19.e1

CASE STUDY 2.1 Pseudogout


An 89-­year-­old man with a 6-­month history of wrist pain and swelling presented
to the emergency department with a 2-­day history of acute exacerbation of his
pain. His clinical examination demonstrated swelling and tenderness about
the wrist with markedly restricted motion of the wrist and fingers. Radiographs
demonstrated calcification of the triangulofibrocartilage complex (eFigs. 2.1 to
2.3). Laboratory analysis demonstrated normal uric acid, elevated WBC (13.8),
elevated ESR (38), and elevated CRP (201). Hospital observation and surgical
intervention were declined by the patient, and further follow-­up in orthopedics
was also declined. Subsequent chart review was notable for return to asymp-
tomatic condition in the absence of antibiotic therapy or surgery. Sometimes
patients know best.

eFig. 2.1 Radiograph of the wrist demonstrating calcification of the tri-


angular fibrocartilage complex (TFCC). (Copyright Milan Stevanovic and
Frances Sharpe.)

A B
eFig. 2.2 A and B, Coronal MRI imaging showing fluid in all three compartments of the wrist and within the
flexor tendon sheaths. (Copyright Milan Stevanovic and Frances Sharpe.)
19.e2 PART II Hand

A B C
eFig. 2.3 A to C, Sagittal MRI imaging showing fluid in all three compartments of the wrist and within the
flexor tendon sheaths. (Copyright Milan Stevanovic and Frances Sharpe.)
20 PART II Hand

Treatment Principles
CRITICAL POINTS
Surgical drainage of infections should be done through large
extensile incisions. Longitudinal incisions across a flexion crease Treatment Principles
should be avoided. Excision of all necrotic tissue is imperative for Surgical Setup and Incision
infection control. In the 1800s, Louis Pasteur noted that it is the • Tourniquet control
environment and not the bacterium that allows the propagation • Elevation (not elastic) to exsanguinate the limb
of infection. Cultures and pathology should be sent for analysis. • Surgical incisions long and extensile
Fungal and mycobacterial organisms are slow growing and may be • Planned to minimize exposure of blood vessels, nerves, or tendons
more rapidly identified by staining techniques. Most wounds can • Avoid longitudinal incisions across flexion creases
be left open, with moist gauze covering the exposed surfaces. Alter-
natively, large wounds can be managed with a negative-­pressure Debridement
sponge dressing. In an acute infection, these should be changed • Excision of all necrotic tissue
in 48 hours. Small wounds with a tendency to heal quickly should
be kept open with a gauze wick. Multiple debridements may be Specimens
necessary to control infection. Amputation may be necessary to • Obtain culture specimens from the periphery of an abscess cavity
eradicate infection. In cases of severe infection, such as necro- • Gram-­stained smear, aerobic and anaerobic cultures
tizing fasciitis or gas gangrene, amputation may be a life-­saving • Tissue and/or fluid to pathology department and request fungal and myco-
procedure. bacteria stains
Postoperatively, loose soft dressings are applied. A short period
of immobilization for 24 to 48 hours may afford some pain relief Irrigation
to the patient. Early mobilization under the guidance of a hand • Copious irrigation to reduce bacterial load
therapist reduces edema, stiffness, and contracture associated with
Wound Management
severe hand infections. For most infections isolated to the hand,
• Wounds should be left open after initial debridement
we begin wound care 12 to 24 hours after surgery. Dressings are
• Negative-­pressure dressings very helpful in managing large wounds
removed, and soaking in a dilute betadine solution (10:1 warm tap
• Do not be overly eager for immediate wound closure
water:betadine) for 15 to 20 minutes twice per day is started. Active
• Delayed primary wound closure or healing by secondary intention depend-
range of motion is initiated, and the wounds are redressed. Patients
ing on infection control, wound size, and patient reliability
with betadine allergies can soak in either warm saline or a soapy
solution of chlorhexidine or Castile soap (cleaner made from veg- Postoperative Care
etable oils that originated in the Castile region of Spain). Although • Frequent dressing changes for open wounds
there has been a study suggesting no added value of soaks in dilute • Dressing changes every other day for negative-­pressure wound care
betadine,36 we believe this practice promotes patient participation • Early motion to reduce the incidence of tendon adhesions and stiff joints
in postoperative motion. The warm fluid facilitates tissue mobility, • Multiple debridements may be needed to control infection
and the povidone iodine decontaminates the tap water and provides • Delayed primary wound closure optional after infection is controlled
topical bactericidal benefits to the wound and surrounding intact • Amputation may be necessary to eradicate infection
tissues. • Empirical antibiotic therapy based on most common organisms and patient
Empirical antibiotic therapy may be started after cultures have history
been obtained. In the case of cellulitis, where local cultures can- • Infectious disease consultation for antibiotic recommendations and man-
not be obtained, blood cultures may identify an organism and agement very helpful
should be obtained prior to initiating antibiotic therapy. In some
instances, it may be useful to aspirate an area of cellulitis. A small
volume of saline is injected and reaspirated to obtain a local cul-
ture. The specific empirical therapy should be based on the most SPECIFIC TYPES OF COMMON HAND INFECTIONS
commonly encountered organisms for the type of infection being
treated. The patient history, such as being exposed to an aquatic Acute Paronychia
or a farm environment or being bitten by an animal, may help tai- Paronychia is the most common infection in the hand, affecting
lor the specific treatment to the patient. The relative prevalence women three times more commonly than it affects men.19,37 It is gen-
of MRSA is increasing in many communities, and empirical treat- erally treated by primary care physicians, although refractory cases are
ment for MRSA is now commonplace. An infectious disease spe- often seen by the hand surgeon. Acute paronychia involves the soft
cialist is invaluable in guiding antibiotic recommendations for tissue fold around the fingernail. It usually results from the bacterial
both specific infections and for resistant organisms that may be inoculation of the paronychia tissue by a sliver of nail or hangnail, by
prevalent in one’s community. Table 2.1 lists general antibiotic a manicure instrument, or through nail biting. The disruption of the
recommendations for common infections. Dosages should be barrier between the nail fold and the nail plate allows the introduction
adjusted for the patient’s age, weight, renal function, and allergic of bacteria into the tissue bordering the nail (Fig. 2.3). Although most
status. The duration of therapy depends on the clinical response to paronychias are mixed infections, the most common infecting organ-
treatment, the location and depth of the infection, and the patient’s ism is S. aureus.
immune status. The use of peripherally inserted central venous
catheter lines can be a valuable method of providing outpatient Clinical Presentation and Preoperative Evaluation
parenteral therapy, but there is a risk of upper extremity venous Erythema, swelling, and tenderness immediately adjacent to the nail
thrombosis. are the hallmarks of the early clinical presentation. If left untreated, an
CHAPTER 2 Acute Infections of the Hand 21

TABLE 2.1 Antibiotic Recommendations for Common Infections


Infection Type Most Common Organism Other Considerations Initial Antibiotic Therapy
Cellulitis Staphylococcus, Streptococcus Antibiotic synergy for streptococcal infections First-­generation cephalosporin or peni-
with clindamycin cillin (for Streptococcus only)
Abscess (e.g., paronychia, Staphylococcus aureus Methicillin-­resistant S. aureus (MRSA) is IV: Vancomycin or clindamycin for
felon, deep space infec- common now in the community; start therapy inpatients
tions) for MRSA empirically and change to nafcillin Linezolid or tigecycline if unable to
or first-­generation cephalosporin if infection tolerate vancomycin
is methicillin sensitive Oral: Trimethoprim/sulfamethoxazole
(Bactrim), clindamycin, or doxycycline
Flexor tenosynovitis Staphylococcus, S. aureus, anaerobes Polymicrobial infections have worse prognosis. IV: Ampicillin/sulbactam (Unasyn)
Consider multimodal therapy as initial plus cefoxitin (second-­generation
treatment until culture results are available, cephalosporin)
especially in immunocompromised patients Oral: Amoxicillin/clavulanate (Aug-
mentin)
If penicillin allergic: Fluoroquinolone
(ciprofloxacin or other) plus clinda-
mycin
Pyarthrosis Staphylococcus Requires parenteral therapy IV: Vancomycin
MRSA is common now in the community; start Add ceftriaxone for N. gonorrhea
therapy for MRSA empirically and change to coverage
nafcillin or first-­generation cephalosporin if Presumptive treatment for MRSA until
infection is methicillin sensitive cultures are available; then change
Consider coverage for Neisseria gonorrhea in to antibiotic appropriate to organism
sexually active patients with the least side effect profile
Human bite Staphylococcus, Streptococcus, Eikenella IV: Ampicillin/sulbactam (Unasyn) plus
corrodens, anaerobes cefoxitin
Oral: Amoxicillin/clavulanate (Aug-
mentin)
If penicillin allergic: Fluoroquinolone
(ciprofloxacin) plus clindamycin
Alternative: Third-­generation cephalo-
sporin plus anaerobic coverage with
clindamycin or metronidazole
Note: Quinolones not indicated in
children
Animal bites Pasteurella multocida, Staphylococcus, IV: Ampicillin/sulbactam (Unasyn) plus
Streptococcus cefoxitin
Oral: Amoxicillin/clavulanate (Aug-
mentin)
If penicillin allergic: Fluoroquinolone
plus clindamycin
Alternative: Third-­generation cephalo-
sporin plus anaerobic coverage with
clindamycin or metronidazole
Note: Quinolones not indicated in
children
Suspected CA-­MRSA Suspected based on clinical appearance and IV: Vancomycin or clindamycin
(community-­acquired relative frequency of CA-­MRSA seen in Oral: Trimethoprim/sulfamethoxazole
MRSA) community (Bactrim), clindamycin
Suspected HA-­MRSA IV: Vancomycin, linezolid, or daptomycin
(hospital-­acquired MRSA)
Necrotizing fasciitis Streptococcus or polymicrobial infection Treat both until organisms identified Broad-­spectrum beta-­lactam (pipera-
cillin/tazobactam; imipenem) plus
vancomycin (for MRSA) plus clinda-
mycin (for synergy for Streptococcus
pyogenes)
Continued
22 PART II Hand

TABLE 2.1 Antibiotic Recommendations for Common Infections—cont’d


Infection Type Most Common Organism Other Considerations Initial Antibiotic Therapy
Gas in soft tissues Clostridium. perfringens (gas gangrene), Intravenous drug abusers and diabetics more High-­dose penicillin plus clindamycin
polymicrobial infections (anaerobic and often have polymicrobial infections; often, Broad-­spectrum beta-­lactam (piperacil-
facultative anaerobes) gas in the soft tissues lin/tazobactam; imipenem) plus van-
comycin (for MRSA) plus clindamycin
(for synergy for S. pyogenes)

or who present with considerable swelling or abscess should be eval-


uated for underlying systemic diseases such as diabetes. The patient’s
history and examination will direct the need for wound cultures for
atypical organisms, radiographs to evaluate for a foreign body or osteo-
myelitis, and laboratory evaluation. Empirical therapy usually is a first-­
generation cephalosporin. For patients who are noted to be nail biters,
a penicillin with a beta lactamase inhibitor may be a better antibacterial
agent to cover E. corrodens. Patients who do not respond to empiri-
cal therapy with a first-­generation cephalosporin may also have CA-­
Pus beneath
eponychial fold MRSA infection and may respond to a change in antibiotic therapy.

  PERTINENT ANATOMY
The nail complex consists of the nail bed, nail plate, and perionychium.
The nail bed, which lies below the plate, consists of the germinal and
sterile matrices. The germinal matrix is responsible for the majority of
nail growth. The proximal portion of the nail sits below the nail fold.
A The border tissue surrounding the nail is the perionychium. The epon-
ychium is the thin layer of tissue extending from the nail wall onto the
nail plate. The hyponychium is the mass of keratin just distal to the
sterile matrix, below the distal nail plate. This area of the nail complex
is highly resistant to infection.

Treatment Options
In the very early stages, this infection can be treated by soaks in a
warm solution, systemic oral antibiotics, and rest of the affected part.
If there is a superficial abscess, treatment can be carried out with
local anesthesia and should consist of elevation of the cuticle away
from the nail plate in the area of erythema and opening the thin layer
of tissue over the abscess with a sharp blade directed away from the
B nail bed and matrix. Drainage of the abscess is performed where the
abscess most nearly approaches the surface (Fig. 2.4). The patient
Fig. 2.3 A, Inflamed paronychium and eponychium shown with pus is counseled regarding high-­risk activities, such as nail biting and
extending below the eponychial fold. B, Clinical appearance of a puru-
manicures.
lent paronychium with partial involvement of the eponychium. (Copy-
More extensive infection requires individualized treatment based
right courtesy of Milan Stevanovic and Frances Sharpe.)
on the extent of the lesion. Surgical decompression is best carried
out under digital block anesthesia at the level of the metacarpal head
abscess may form along the nail fold. The abscess may extend below with plain lidocaine. If the perionychial fold and the adjacent part
the nail plate, either partially or completely, or it can track in a volar of the eponychium are involved, the perionychium and skin adja-
direction into the pulp space. Because of the continuity of the nail fold cent to the nail fold are released. If the perionychial infection tracks
with the eponychial tissue overlying the base of the nail, the infection in a volar direction and involves the pulp, the incision should be
can extend into this region and may continue around to the fold on deep enough to fully drain the abscess and allow evaluation of bone
the opposite side of the fingernail. This unusual occurrence is called a involvement of the distal phalanx. Infection that travels below the
“runaround infection.” Infection involving the entire eponychium, as nail plate requires removal of a portion of the nail. If the entire nail
well as one lateral fold, is known as an eponychia. An eponychia is usu- matrix is involved, then the entire nail is removed. Purulence below
ally manifested as a collection of pus beneath the proximal portion of the nail plate can cause pressure on the germinal matrix, resulting in
the nail in the region of the lunula. It is rare to see both lateral folds and ischemia of the germinal matrix and temporary or permanent arrest
the dorsal tissue infected in the same digit. of nail growth.
Radiographs and laboratory examination are not necessary in Operative methods. The paronychial sulcus is elevated from the nail
uncomplicated cases with early clinical findings. However, patients gently by a flat, blunt instrument, such as the flat portion of a small
who have not responded to initial treatment, have recurrent infection, malleable or metal probe or a Freer elevator. Sharp incision may be
CHAPTER 2 Acute Infections of the Hand 23

plate. Removal of the entire nail is necessary only when the entire nail
plate is separated from the nail matrix by abscess.

CRITICAL POINTS
Acute Paronychia
Indication
• Perionychial or eponychial infection with abscess

Preoperative Evaluation
• None required in healthy individual with acute infection
• Laboratory evaluation in diabetics or immunocompromised patients
• Radiographs if long-­standing infection or no improvement with conven-
tional therapy

Pearls
A B • Careful evaluation for infection residing below the nail plate or in finger
Fig. 2.4 A, Elevation and removal of one-­fourth of the nail to decom- pulp
press the perionychium. B, Incision of the perionychial fold with the
blade directed away from the nail bed and matrix. Technical Point
• Incise with blade facing away from nail bed to reduce risk of injury to matrix

used as well. The incision is directed away from the nail bed to avoid Pitfalls
injury to the nail bed and subsequent growth abnormality. The incision • Misdiagnosis as herpetic whitlow (see section on herpetic whitlow)
may be extended proximally along the nail fold, as far proximally as • Failure to recognize underlying osteomyelitis
is necessary (Fig. 2.5A and B). It is generally sufficient to carry the • Underlying systemic illness or atypical organism leading to refractory infec-
incision only to the proximal edge of the nail, but it may extend as far tion
proximally as the distal interphalangeal (DIP) joint.
When abscess or fluctuance is found below the eponychium and a Postoperative Care
single incision does not adequately expose or decompress the involved • Oral antibiotics for 7 to 10 days
tissues, a parallel incision along the opposite nail fold is made, allowing • Daily soaks in dilute povidone-­iodine solution or other solution (saline,
the eponychium and nail fold to be elevated and reflected above the warm soapy water, Epsom salts)
nail plate (see Fig. 2.5C to E). • Early finger range of motion
When the abscess extends below the nail plate, a portion of the nail
plate should be removed. The amount and location of nail removal
depend on the location and extent of involvement below the nail. If the Postoperative Management and Expectations
area of fluctuance lies adjacent to the perionychium, a flat blunt probe Postoperatively, the patient is given oral antibiotics for 7 to 10 days,
or Freer elevator is used to separate the affected portion of the nail depending on the severity of the infection. Dressings are changed two
plate from the nail bed. The nail plate is then cut with a small scissors to three times per day, coinciding with soaking of the affected finger
and removed. In the rare case where the eponychium is infected and for 5 to 10 minutes. We discontinue packing or wicking the wound at 3
pus is present only below the proximal portion of the nail, the epony- to 4 days, or when the infection has resolved and the wound is healing.
chium and nail plate are elevated through a single or double incision. Occlusive dressings can lead to skin maceration and should be avoided.
The proximal third of the nail plate is carefully removed. Only when Early motion is emphasized to prevent stiffness.
the nail is entirely separated from the underlying matrix is it necessary Improvement is noted in most acute cases of paronychia in 3 to 4
to remove the entire nail plate. After decompression, the area of abscess days with appropriate management; however, some tenderness and
is irrigated. The wound is left open with a small thin piece of gauze that hypersensitivity around the surgical scars can be expected for several
allows the wound to stay open and drain. months. Nail deformity can occur either as a result of the infection or
after iatrogenic injury to the nail matrix. Patients with an underlying
medical illness may require a longer time for healing, recover more
     AUTHORS’ PREFFERED METHOD OF slowly, require additional surgery, and have a higher risk of recurrent
infection.
­TREATMENT: ACUTE PARONYCHIA
Complications are rare but do occur. Nail deformity can occur
No single treatment regimen is used in every case. Early infections are either from the infection itself or from iatrogenic injury to the nail
treated nonsurgically, with oral antibiotics and soaks two to three times matrix during decompression. The risk of injury is minimized by gently
per day in a solution of warm water soaked in dilute betadine. Antibi- separating the nail plate from the underlying matrix and by directing
otic treatment should cover S. aureus. the scalpel blade away from the matrix when incising around the nail
Surgical treatment depends on the location and extent of the peri- bed. Persistent infection despite appropriate treatment may be due to
onychial infection. In general, we release along the perionychial sulcus, insufficient surgical decompression and drainage or inadequate antibi-
extending proximally to the level of the nail base. Double incisions are otic coverage. If the infection is not resolving at 1 week, radiographs
reserved for more extensive eponychial involvement or when removal to evaluate for osteomyelitis, cultures with antibiotic sensitivities, and
of the proximal portion of the nail is planned. Removal of any portion repeat surgical debridement are necessary. Robbins, in his series from
of the nail is done only when the area of abscess extends below the nail the 1950s, found that the most frequent complication of a paronychia
24 PART II Hand

A B

C D E

Fig. 2.5 A, Elevation of the eponychial fold with a flat probe to expose the base of the nail. B, Placement of
an incision to drain the paronychia and elevate the eponychial fold for excision of the proximal third of the nail.
C to E, Incisions and procedure for elevating the entire eponychial fold with excision of the proximal third of
the nail. A gauze pack prevents premature closure of the cavity.

was extension to the pulp space through a sinus at the side of the nail.38 commonly affects patients with diabetes and psoriasis.42 Cultured
This complication occurred in 13.5% of his patients. Today, the spread organisms include gram-­positive cocci, gram-­negative rods, Candida,
to the pulp space is rare owing to improved antibiotic therapy and more and mycobacterial species.43 Preoperative evaluation includes a thor-
aggressive surgical treatment. In children with long-­standing parony- ough history for contributing environmental factors and laboratory
chia, infection can lead to bone involvement (osteomyelitis) and epiph- evaluation for underlying systemic diseases such as diabetes or immu-
yseal separation. nosuppression. Radiographic evaluation is also indicated assessing for
Misdiagnosis of a paronychia can occur, particularly confusion a foreign body, osteomyelitis, or a bony lytic or blastic process that
with herpetic whitlow. Distinguishing herpetic whitlow from a bacte- could indicate a tumor (primary or metastatic). If the lesion is suspi-
rial infection is important. Incision and drainage of herpetic whitlow cious for a tumor, an MRI study may be tumor required.
are contraindicated and can result in systemic viral infection and/or
bacterial suprainfection.39

Chronic Paronychia    PERTINENT ANATOMY AND


­PATHOPHYSIOLOGY
Clinical Presentation and Preoperative Evaluation
Chronic paronychia is characterized by indurated and rounded epon- Chronic paronychia begins with separation between the nail plate
ychium and is a distinct problem from acute paronychia. Chronic and the dorsal soft tissue covering the nail plate, including the cuti-
paronychia was once felt to be a result of repeated bacterial and cle, eponychium, and nail fold. This leads to colonization, usually by
fungal infections; however, the current view suggests that chronic staphylococcal organisms. Subsequent infection, by Candida albicans
paronychia represents a eczematous condition with multifactorial and/or colonic organisms, leads to chronic inflammation and recur-
etiology.40,41 This problem is more common in middle-­aged women, rent exacerbations with episodic erythema and drainage. This chronic
with a female-­to-­male ratio of 4:1.42 Frequent water immersion, par- inflammation leads to fibrosis and thickening of the eponychium, with
ticularly in detergents and alkali solutions, is a predisposing factor. a resultant decrease in vascularity to the dorsal nail fold. The decreased
Housewives, bartenders, dishwashers, nurses, swimmers, and children vascularity reduces the resistance to minor bacterial insults, allowing
who suck their fingers are often affected. Chronic paronychia also more for recurrent episodes of symptomatic exacerbations.42,44
CHAPTER 2 Acute Infections of the Hand 25

A B

Fig. 2.6 Eponychial marsupialization for chronic paronychia. A, Lateral view showing the area of wedge-­
shaped excision. Undisturbed matrix is stippled. B, Dorsal view of the crescent-­shaped area of excision
extending to the margins of the nail folds on each side.

Treatment
Conservative therapies for chronic paronychial infection have included
topical corticosteroids, topical tacrolimus, oral and topical antibiotics, and
oral and topical antifungal agents. Although reducing exposure to moist
environments and chemical irritants may be helpful, these treatments
alone have been uniformly unsuccessful.42,44 Studies from the dermato-
logic literature found that topical corticosteroids and even topical tacro-
limus are more effective than topical antifungals, implicating the relative
importance inflammatory element over the mycological component.41,45
Operative treatment. Eponychial marsupialization is the most
common surgical treatment for the chronic paronychium. Under
digital block anesthesia and tourniquet control, a crescent-­shaped
incision is made beginning 1 mm proximal to the distal edge of
the eponychial nail fold and extending proximally for 3 to 5 mm.
Some authors recommend removal of all thickened tissue. Others
have found a 3-­mm margin adequate to achieve equal results. The
crescent should be symmetrically shaped and extend to the edge of
Fig. 2.7 Alternative technique of nail marsupialization for chronic paron-
the nail fold on each side (Fig. 2.6). The crescent of tissue is removed
ychia: the Swiss roll technique. (Copyright courtesy of Milan Stevanovic
down to but not including the germinal matrix. The wound is left and Frances Sharpe.)
open and allowed to drain. If nail deformity is present, removal
of the nail has been reported to improve the cure rate and reduce
the risk of recurrence.42 Pabari and colleagues have described adequate, and removal of all thickened tissue is not critical to the
elevation of the nail fold, inverting and folding this tissue over a outcome. Special care is used to avoid injury to the germinal matrix.
nonadherent gauze, and anchoring the inverted skin proximally The removed tissue is sent for bacterial, fungal, and mycobacterial
with a nonabsorbable suture. Anchoring sutures are removed culture. The remaining tissue is sent for pathologic examination. Nail
between 2 and 7 days, and the nail fold is allowed to return to its removal is performed when a nail deformity is present. Wounds are
original position46 (Fig. 2.7). covered with Xeroform® (absorbent, fine-­mesh gauze impregnated
with a petrolatum blend; 3% bismuth tribromophenate) gauze. When
the nail is removed, Xeroform gauze is placed in the nail bed and nail
   AUTHORS’ PREFFERED METHODS OF fold as well.
Patients are instructed to avoid moist environments. Predispos-
­TREATMENT: CHRONIC PARONYCHIA
ing systemic conditions, such as diabetes and psoriasis, are medically
We have found eponychial marsupialization an effective treatment controlled. We inquire about activities that may lead to mycobacterial
for chronic paronychia recalcitrant to nonoperative management. exposures, such as home aquariums or terrariums, marine work, or
We agree with Bednar and Lane42 that a 3-­mm crescent of tissue is aviary exposure.
26 PART II Hand

Postoperative Management and Expectations Matrix


The postoperative dressing is removed at 48 to 72 hours by soaking Eponychium germ
in 3% hydrogen peroxide solution. The patient is instructed to soak sterile
the area three times per day in dilute povidone-­iodine solution. This
continues until 2 days after all drainage has stopped. Oral antibiotics Nail
are given for 2 weeks. If cultures are negative or the organism is not
sensitive, the antibiotic therapy is discontinued at 3 to 5 days.
Most chronic paronychial infections resolve with marsupialization.
Systemic or topical antibiotics or antifungal agents are often not required. Pad
A
Wound healing by secondary intention occurs over 3 to 4 weeks. Scar Phalanges
sensitivity is more common than in acute paronychia and may persist for
several months. Nail deformity is also more common than in treatment
of acute paronychia. Six to 12 months of nail growth is necessary before
an accurate assessment of residual deformity can be performed. Recur-
rence rates are higher if the patient does not correct environmental fac-
tors or if systemic diseases are not medically controlled. In the event of
recurrence, remarsupialization and nail removal should be done.
B Pus

CRITICAL POINTS
Chronic Paronychia
Indication
• Chronic eponychial infection
C
Preoperative Evaluation
• Thorough workup and social history for contributing factors
• Laboratory evaluation in diabetics or immunocompromised patients
• Radiographs

Pearls
• Nail removal in conjunction with marsupialization if nail deformity is pres- D
ent
• Nail removal and remarsupialization in recurrent cases even with normal
Fig. 2.8 A, Cross section of the distal fingertip, showing the septated
nail anatomy of the pad. B, Collection of pus within the finger pulp space.
C, Incision for drainage of felon. D, The incision should include all of the
Technical Point involved septal compartments. (Copyright courtesy of Milan Stevanovic
• Protect the germinal matrix during marsupialization. and Frances Sharpe.)

Pitfalls
• Misdiagnosis with tumor or cyst from gram-­negative organisms have also been reported. These are
• Unrecognized systemic illness uncommon and more typically seen in immunocompromised patients
• Failure to correct environmental factors or diabetics.
Postoperative Care Clinical Presentation and Evaluation
• Oral antibiotics for 10 to 14 days if cultures are positive. Different antibiot-
Felons account for 15% to 20% of all hand infections.47 A felon is charac-
ics if mycobacterial organism present
terized by severe throbbing pain, tension, and swelling of the entire distal
• Consider oral antifungal medications
phalangeal pulp. The pulp space is exquisitely tender, but the associated
• Daily soaks in dilute povidone-­iodine solution
swelling does not extend proximal to the DIP flexion crease, unless the
• Early finger range of motion
joint or tendon sheath is involved. With the progression of swelling and
tension, there is compromised venous return, leading to microvascu-
lar injury and development of necrosis and abscess formation. There is
Felon often a preceding history of penetrating injury, such as a wood splinter,
The term felon probably has its roots from the Latin fel, meaning “bile” glass sliver, or minor cut. “Finger-­stick felons” can be seen in diabetics,
or “venom.” A felon is a subcutaneous abscess of the distal pulp of a fin- who repeatedly traumatize the fingertip for blood tests. Once the felon
ger or thumb (Fig. 2.8). However, not all abscesses of the distal phalanx has developed, the patient may attempt a decompression with a knife or
are felons. Superficial infections of the most distal part of the pulp skin needle. The pain and swelling usually develop rapidly. The expanding
are known as “apical infections.” Apical infections are distinct from the abscess breaks down the septa and can extend toward the phalanx and
felon in that the palmar pad is not involved. The term felon should be produce osteitis or osteomyelitis, or it can extend toward the skin and
reserved for those infections involving multiple septal compartments cause necrosis and a sinus somewhere on the palmar surface of the dig-
and causing compartment syndrome of the distal phalangeal pulp. The ital pulp. If adequate decompression does not occur, the digital vessels
most commonly cultured organism from felons is S. aureus. Infections will thrombose with resultant sloughing of the tactile pulp (Fig. 2.9; Case
CHAPTER 2 Acute Infections of the Hand 27

of the pulp. If left untreated, tissue necrosis and abscess forma-


tion follow, resulting in further microvascular impairment. The
increased pressure within the pulp as a “closed sac” results in a
clinical situation resembling a compartment syndrome. The
ischemia of the pulp causes severe ischemic pain in the densely
innervated pulp. The blood supply to the periosteum and diaphy-
sis is compromised more than the blood supply to the skin, lead-
ing to bone necrosis and sequestration followed by spontaneous
decompression of the felon through the skin. In children, infec-
tion or necrosis of the epiphysis is rarely seen, most likely owing
to the preservation of the epiphyseal nutrient artery, which arises
from the digital artery proximal to the closed space of the distal
pulp.

Treatment
Treatment of the felon should be directed toward preserving the
function of the finger pulp. These functions include fine tactile sensi-
bility and a stable durable pad for pinch. In the early cellulitic phase,
it may be possible to treat the felon with elevation, antibiotics, and
soaks. Short-­term immobilization provides comfort. Some authors
recommend surgical drainage only in the presence of abscess.49 In
our hands, surgical drainage is indicated when the pulp is very ten-
der, tense, or fluctuant. The basic tenets of all approaches are to avoid
injury to the digital nerve and vessels. The incision should avoid leav-
ing a disabling scar, provide adequate drainage, and elude inadvertent
violation of the flexor tendon sheath, which could lead to an iatro-
genic flexor tenosynovitis.
Fig. 2.9 Felon of the thumb presenting at more than 1 week from onset
of symptoms. Refer to Case Study 2.2 (on http://www.ExpertConsult.
Operative treatment. Several surgical incisions have been
com). Delayed presentation led to amputation of the distal phalanx. described (Table 2.2; Fig. 2.10); some of these are of historic
(Copyright courtesy of Milan Stevanovic and Frances Sharpe.) interest only and are no longer recommended. Surgery may
be performed under digital block anesthesia or under general
anesthesia. A tourniquet is helpful for visualization. Regardless of
the type of incision, surgical decompression requires release of all
Study 2.2). Other complications of an untreated felon include sequestra- of the septa, debridement of necrotic tissue, irrigation, and wound
tion of the diaphysis of the distal phalanx, pyogenic arthritis of the DIP management to allow continued drainage of the abscess cavity. To
joint, and flexor tenosynovitis, although the last is quite rare.48 keep the wound open and draining, a gauze wick is placed in the
wound. The first dressing change is done at 24 to 48 hours. Authors’
opinions vary as to how long to keep the wound open with a wick
  PERTINENT ANATOMY drainage. Depending on the severity of infection, 2 to 5 days should
Kanavel studied the anatomy of the fingertip through multiple sagit- be adequate for most cases. Soaking in dilute povidone-­iodine
tal and coronal sections of cadaveric fingers. He described the anat- solution, as described earlier, is initiated after the first dressing
omy of the distal pulp as a “closed sac connective tissue framework, change and continued until wound healing by secondary intention.
isolated and different from the rest of the finger.”2 Multiple vertical
trabeculations divide the pulp of the distal phalanx into a latticework
of separate septal compartments. The trabeculae attach the peri-    AUTHORS’ PREFFERED METHOD OF
osteum of the distal phalanx to the epidermis, giving the fingertip
­TREATMENT: FELON
structural support and stabilizing the pulp during pinch and grasp.
The septal interstices are filled with fat globules and eccrine sweat Nonsurgical management is reserved only for the very early pre-
glands, which open onto the epidermis and provide an access for sur- sentation of an acute felon. Typically, the felon is a rapidly devel-
face bacteria to enter the pulp space. The digital arteries run parallel oping process that presents with a tensely swollen and exquisitely
to the distal phalanx, giving off a nutrient branch to the epiphysis tender pulp. This requires surgical decompression whether fluctu-
before entering the pulp space. The diaphysis is supplied principally ance is present or not. We prefer to perform surgery under digi-
from volar nutrient vessels from the terminal branches of the digital tal block anesthetic with sedation. A forearm tourniquet is used.
arteries. The terminal branches of the digital nerve are parallel and The extremity is exsanguinated by elevation. The surgical incision
palmar to the digital arteries. They arborize extensively within the is made longitudinally. When the point of maximal tenderness is
pulp of the distal phalanx, providing fine tactile discrimination. The located in the middle of the pulp or when a sinus is present along
highest concentration of sensory receptors in the hand is in the volar the volar surface, we use a longitudinal volar incision. When the
aspect of the distal phalanx. point of tenderness is on the side of the pulp, we use a unilateral
Felons may begin with penetrating wounds of the distal pulp longitudinal incision. Although the incision is preferably placed on
or as bacterial contamination of the fat pad through the eccrine the side opposite the pinching surface, the incision should always be
sweat glands. Inflammation and cellulitis lead to local vascular placed on the side of maximal tenderness. When possible, the inci-
congestion, which is exacerbated by the closed septal anatomy sion is made on the ulnar side of the second to fourth digits and on
CHAPTER 2 Acute Infections of the Hand 27.e1

CASE STUDY 2.2 Felon


A 40-­year-­old presented to the emergency room with more than 1 week of
thumb pain. He clinically showed signs of a pulp space infection of the thumb
(felon) with possible thenar space abscess (eFig. 2.4). He was taken emer-
gently to the operating room. Purulence was noted tracking proximally (eFig.
2.5). The pulp appeared necrotic. The bone was soft and evidently infected. An
amputation through the interphalangeal joint was performed at subsequent
debridement (eFig. 2.6).

A B
eFig. 2.4 A and B, Initial appearance of the thumb at presentation. (Copyright Milan Stevanovic and Frances
Sharpe.)
27.e2 PART II Hand

eFig. 2.5 Intraoperative findings at first debridement included proxi- eFig. 2.6 Second debridement included amputation of the thumb
mally tracking purulence, a necrotic appearing pulp, and soft bone of through the distal phalanx. (Copyright Milan Stevanovic and Frances
the distal phalanx. No purulence noted in the thenar space. (Copyright Sharpe.)
Milan Stevanovic and Frances Sharpe.)
28 PART II Hand

TABLE 2.2 Surgical Incisions for the Treatment of Felon


Comments and Technical
Incision Advantages Disadvantages Points
A: Fish-­mouth incision (Fig. 2.10A) None Risks circulation leading to skin slough; No place in treatment
unstable pulp; unsightly scar
B: “J” or hockey-­stick incision Good for extensive or severe abscess Incision coming distally into the finger- Adequate debridement and release
(Fig. 2.10B) tip can cause painful scar of septa can be performed without
crossing the fingertip (see F)
C: Through-­and-­through incision Wide access to all involved septal Additional wound; superfluous incision Initially described with a “J” incision
(Fig. 2.10C) compartments that can compromise circulation to on the ulnar side with a longitudinal
the pulp counterincision; extension across
the fingertip is not necessary; two
dorsolateral incisions
D: Volar incision (transverse) Most direct access to area of abscess; Palmar scar; higher risk of digital nerve Incision 4–5 mm made at site of
(Fig. 2.10D) easy to perform; better maintains and vessel injury maximal fluctuance; sharp dissection
structural integrity of palmar pad through skin and dermis only, fol-
lowed by blunt dissection through the
pulp; elliptical excision of sinus tract
and necrotic tissue (if present)
E: Volar (longitudinal) incision Same as above; lower risk of digital Palmar scar Same as above; incision should not
(Fig. 2.10E) neurovascular injury cross DIP flexion crease
F: Unilateral longitudinal incision Preferred placement on the ulnar side of
(Fig. 2.10F) the index, middle, and ring fingers and
on the radial side of the thumb and
small fingers

A B C

D E F

Fig. 2.10 Incisions for drainage of felons. A, Fish-­mouth incision. This approach is associated with signif-
icant complications and should not be used. B, Hockey-­stick incision. The incision begins in the midaxial
line, aims for the corner of the nail, and passes across the finger in the natural line between the skin
and nail matrix (see text discussion). C, Abbreviated hockey-­stick incision with counterincision on the
opposite side. An alternative to the full hockey-­stick incision is to make this incision shorter and make
a second incision on the opposite side of the pulp (faint dotted line). D, Volar drainage is useful if the
abscess points volarward, but this incision risks injury to the digital nerves. E, Alternative volar approach.
There is less risk to the digital nerves, but the incision should not touch or cross the DIP joint flexion
crease. F, Unilateral longitudinal approach. This incision is the authors’ preferred method for treatment
of most felons.
CHAPTER 2 Acute Infections of the Hand 29

the radial side in the thumb and small finger. The incision is started The choice of antibiotic depends on the cultured organism and its
dorsal to and 0.5 cm distal to the DIP joint flexion crease. It is con- antibiotic sensitivity. Most felons are caused by S. aureus, and ini-
tinued distally in line with the volar margin of the distal phalanx, tial antibiotic therapy should address this organism. Factors such
but it does not cross over the fingertip. The incision is deepened as underlying disease, injury mechanism, or contributing occupa-
along a plane just volar to the palmar cortex of the phalanx until tional or social history may influence antibiotic choice. Dressings
the abscess is entered. The opening in the cavity is enlarged until are changed two to three times per day. At the time of dressing
adequate evacuation is achieved. change, the patient soaks the affected finger in a solution of dilute
All involved septa should be opened, and a wound culture is povidone-­iodine for 5 to 10 minutes. Packing or wicking of the
taken. The flexor tendon sheath should not be violated, unless wound is discontinued after 3 to 5 days. Early motion is emphasized
there are signs of tendon sheath involvement, to avoid an iatro- to prevent stiffness.
genic tendon sheath infection. The distal phalanx must be exam- Most felons recover in 3 to 4 weeks with appropriate manage-
ined with a probe. A rough or softened surface indicates bone ment. The length of treatment and recovery depends on the severity
involvement, which requires debridement of the softened or of the infection and the presence of bone involvement. Tenderness and
necrotic bone. After thorough debridement and irrigation, the hypersensitivity around the surgical scars and of the entire pulp can be
wound is kept open with a thin gauze wick, and a sterile dressing is expected for several months after surgery. In some patients, this sen-
applied. The first dressing change is 12 and 24 hours after the initial sitivity may be a permanent finding. Pulp deformity, most commonly
procedure. pulp atrophy, occurs frequently and is permanent. Pulp instability can
occur in patients where the infection has involved all of the vertical
septa, regardless of the incision used. This will often resolve over time
CRITICAL POINTS but may take 6 months to a year. In cases of osteomyelitis with large
Felon bone loss, nail deformity may occur owing to loss of underlying bone
support of the nail matrix, resulting in a short finger with a short nail.
Indication
Nail ablation may be necessary for painful deformities. In some cases
• Tense pulp space infection with or without fluctuance
with severe bone involvement, amputation of the distal phalanx should
be considered.
Preoperative Evaluation
Complications of treatment include recurrence of infection, usually
• Patient history of recent injury, medical and social history
as a result of inadequate bone debridement. In these cases, repeat surgi-
• Laboratory evaluation in diabetics or immunocompromised patients
cal debridement and prolonged organism-­specific antibiotic therapy will
• Radiographs to evaluate for foreign body or osteomyelitis
usually be sufficient. Amputation may be necessary for refractory infec-
Pearls tion. Iatrogenic septic flexor tenosynovitis has been reported. Appropri-
• Incision made at point of maximal tenderness ate treatment involves repeat debridement and surgical decompression
and irrigation of the flexor tendon sheath, as described later.
Technical Points
• Avoid incisions crossing the fingertip or DIP flexion crease. Pyogenic Flexor Tenosynovitis
• Protect the digital nerves and vessels. Pyogenic flexor tenosynovitis is a closed-­space infection of the
• Do not violate the flexor tendon sheath. flexor tendon sheath of the fingers or thumb. The purulence within
the flexor tendon sheath destroys the tendon gliding mechanism,
Pitfalls rapidly creating adhesions that lead to marked limitation of tendon
• Misdiagnosis as herpetic whitlow function and severe loss of motion. Pyogenic flexor tenosynovitis
• Unrecognized osteomyelitis can also destroy the blood supply to the tendons, producing tendon
• Incomplete decompression of all involved septa necrosis (Fig. 2.11). Early treatment is of paramount importance
• Iatrogenic septic flexor tenosynovitis in limiting morbidity. Untreated disease and late diagnosis or pre-
• Creation of an unstable pulp sentation can lead to devastating disability in hand function. The
incidence and serious sequelae of bacterial tenosynovitis are less
Postoperative Care frequent, owing to early recognition and the availability of appro-
• Intravenous antibiotic therapy for 5 to 7 days, longer if bone is involved priate antibiotic therapy. The most common organisms respon-
• Patients treated in an outpatient setting usually do not require intravenous sible for disease include S. aureus and β-­hemolytic Streptococcus.
antibiotics P. multocida is frequently cultured in infections caused by animal
• Gauze wick for at least 72 hours bites. A wider host of organisms should be considered in immu-
• Soaks three times per day in dilute povidone-­iodine solution nocompromised patients, who have yielded positive cultures for E.
• Early finger range of motion corrodens, Listeria monocytogenes, and mixed gram-­positive and
gram-­negative infections.

Clinical Presentation and Preoperative Evaluation


Postoperative Management and Expectations Most patients present with a history of penetrating trauma, typically
The setting of the drainage procedure (office, emergency depart- over the volar aspect of the proximal interphalangeal (PIP) or DIP joint.
ment, or operating room) and decision to hospitalize the patient A small puncture wound, often from a foreign body or animal bite, can
depend on the severity of the infection and the reliability of the inoculate the tendon sheath. Hematogenous septic flexor tenosynovitis
patient. In our county hospital patients, we prefer to admit the is rare. When this occurs, disseminated gonococcal infections should
patients and give intravenous antibiotics until a favorable response be considered. Levy recommended that hematogenous tenosynovitis
to therapy is seen. Oral antibiotics can be used once the infection is should be treated as disseminated gonorrhea until final culture results
controlled. Bone involvement requires longer intravenous therapy. are available.50,51
30 PART II Hand

volar soft tissues relative to the dorsal soft tissues at the level of the
proximal phalanx (more than 7 mm difference) was predictive of flexor
tenosynovitis in one study.57
There are several conditions that may mimic acute pyogenic flexor
tenosynovitis. The differential diagnosis includes herpetic whitlow,
felon, pyarthrosis, local abscess, and inflammatory diseases such as
rheumatoid arthritis or gout or aseptic flexor tenosynovitis. Herpetic
whitlow and felon, as already described, present a different clinical
picture, typically with more distal findings. Herpetic whitlow is not
associated with the tenseness and swelling that are found in pyogenic
flexor tenosynovitis and classically presents with small skin vesicles.
Pyarthrosis can more closely resemble an infection of the flexor sheath
because there is commonly pain with passive joint motion and the digit
is held in a flexed posture. Unlike flexor synovitis, the location of the
traumatic injury is usually on the dorsal surface of the finger, the swell-
ing is more localized around the joint, and pain with palpation is not
present along the entire tendon sheath.
In cases with equivocal diagnosis and there is a clinical suspicion of
a nonseptic acute tenosynovitis (e.g., gout, calcific “tendinitis,” rheu-
matoid arthritis, or acute stenosing tenosynovitis), aspiration of the
tendon sheath should be done. If the aspiration is negative, NSAID
therapy is initiated. The patient should be closely monitored in the first
24 hours. Depending on patient reliability, this can be done on an inpa-
tient or outpatient basis.

  PERTINENT ANATOMY
Fig. 2.11 Late presentation of a septic flexor tenosynovitis with skin
necrosis on the pulp of the distal phalanx. The flexor tendon was also
Knowledge of the anatomy of the flexor tendon sheaths, bursae, and
necrotic and required excision. The patient elected amputation at a fol- deep spaces of the forearm is important in understanding the presen-
low-­up procedure. (Copyright courtesy of Milan Stevanovic and Frances tation and possible spread of infection in the hand. The flexor tendon
Sharpe.) sheath is a double-­walled structure with a visceral layer and a pari-
etal layer. The visceral layer is closely adherent to the tendon and is
essentially the epitenon. The parietal layer lies adjacent to the pulley
Kanavel52 initially described three cardinal signs of acute flexor system.58,59 These two layers are connected proximally and distally,
tenosynovitis. He later added a semiflexed posture of the digit as the creating a closed system. In the fingers, the sheaths begin in the palm
fourth sign.2 All four signs need not be present, especially in the early at the level of the metacarpal neck and end distally just proximal to
course of the disease. Kanavel’s four cardinal signs are the following: the DIP joint. In the small finger, there is usually continuity between
1. A semiflexed position of the finger the flexor sheath and the ulnar bursa, which extends to a point just
2. Symmetric enlargement of the whole digit (fusiform swelling) proximal to the transverse carpal ligament. In the thumb, a similar con-
3. Excessive tenderness limited to the course of the flexor tendon nection is seen with the radial bursa, which also extends proximal to
sheath the transverse carpal ligament.2,58-­60 Proximally, the radial and ulnar
4. Excruciating pain on passively extending the finger; the pain bursae have a potential space of communication through the Parona
should be experienced along the flexor sheath and not localized space, which lies between the fascia of the pronator quadratus muscle
to a particular joint or abscess. and flexor digitorum profundus (FDP) conjoined tendon sheath. This
There are different opinions as to which signs are most clinically site of connection between the thumb and small fingers through the
useful. Kanavel and others believed that excessive tenderness along the radial and ulnar bursae gives rise to the horseshoe abscess, in which a
tendon sheath was the most reliable and reproducible clinical sign.53 flexor sheath infection of the thumb or small finger tracks proximally
Neviaser believed the most reproducible clinical sign was pain with to the wrist and then ascends along the flexor sheath on the opposite
passive extension. Pang and associates noted fusiform swelling of the side. Although this configuration is the most commonly described
digit in 97% of patients. Pain on passive extension was noted in only connection, many variations of flexor sheath anatomy exit. This was
72% of patients.2,54-­56 We believe that all of these findings are useful elegantly described by Scheldrup in 1951.60 These potential variations
and, in combination, help distinguish pyogenic flexor tenosynovitis and sites of interconnection should be kept in mind to direct appropri-
from local abscess or pyarthrosis. Findings in the thumb and small ate treatment.
finger may be more subtle because these fingers have a mechanism of The flexor tendons receive their nutrient support from a direct
autodecompression through the radial and ulnar bursae. vascular supply and diffusion from the synovial fluid. When bacteria
Laboratory evaluation should include a CBC count. The ESR and inoculate the flexor sheath, the synovial fluid becomes the nutritional
CRP may be useful in monitoring the disease process. However, these source for the bacteria. The host has limited ability to defend against the
laboratory values may be elevated in noninfectious inflammatory pro- bacterial proliferation, owing to the poor vascularity within this closed
cesses. Radiographs should be performed to evaluate for a retained system. The bacterial proliferation leads to increased volume and pres-
foreign body, underlying pyarthrosis, osteomyelitis, calcific tendinitis sure within the tendon sheath. Schnall and colleagues demonstrated
(which may be outside of the tendon or tendon sheath), or unrecog- pressures exceeding 30 mm Hg in more than 50% of flexor sheath
nized trauma such as a fracture. Differential soft tissue swelling of the infections.5 This high pressure likely contributes to the pathogenesis
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Title: Psyche's task


A discourse concerning the influence of superstition on the
growth of institutions

Author: James George Frazer

Release date: October 30, 2023 [eBook #71985]

Language: English

Original publication: London: Macmillan and Co., Limited, 1913

Credits: an anonymous Project Gutenberg volunteer

*** START OF THE PROJECT GUTENBERG EBOOK PSYCHE'S


TASK ***
PSYCHE’S TASK
A DISCOURSE CONCERNING
THE INFLUENCE OF SUPERSTITION ON
THE GROWTH OF INSTITUTIONS

SECOND EDITION, REVISED AND ENLARGED


TO WHICH IS ADDED
THE SCOPE OF SOCIAL ANTHROPOLOGY
AN INAUGURAL LECTURE

BY
J. G. FRAZER, D.C.L., LL.D., Litt.D.
FELLOW OF TRINITY COLLEGE, CAMBRIDGE
PROFESSOR OF SOCIAL ANTHROPOLOGY IN THE UNIVERSITY OF
LIVERPOOL

MACMILLAN AND CO., LIMITED


ST. MARTIN’S STREET, LONDON
1913
[EPIGRAPHS]
Good and evil we know in the field of this world grow up together
almost inseparably; and the knowledge of good is so involved and
interwoven with the knowledge of evil and in so many cunning
resemblances hardly to be discerned, that those confused seeds,
which were imposed on Psyche as an incessant labour to cull out
and sort asunder, were not more intermixt.
Milton, Areopagitica.

Il ne faut pas croire cependant qu’un mauvais principe vicie


radicalement une institution, ni même qu’il y fasse tout le mal qu’il
porte dans son sein. Rien ne fausse plus l’histoire que la logique:
quand l’esprit humain s’est arrêté sur une idée, il en tire toutes les
conséquences possibles, lui fait produire tout ce qu’en effet elle
pourrait produire, et puis se la représente dans l’histoire avec tout ce
cortège. Il n’en arrive point ainsi; les événements ne sont pas aussi
prompts dans leur déductions que l’esprit humain. Il y a dans toutes
choses un mélange de bien et de mal si profond, si invincible que,
quelque part que vous pénétriez, quand vous descendrez dans les
derniers éléments de la société ou de l’âme, vous y trouverez ces
deux ordres de faits coexistant, se développant l’un à côté de l’autre
et se combattant, mais sans s’exterminer. La nature humaine ne va
jamais jusqu’aux dernières limites, ni du mal ni du bien; elle passe
sans cesse de l’un à l’autre, se redressant au moment où elle
semble le plus près de la chute, faiblissant au moment où elle
semble marcher le plus droit.
Guizot, Histoire de la civilisation dans l’Europe, Cinquième
Leçon.
[DEDICATION]
TO
ALL WHO ARE ENGAGED
IN PSYCHE’S TASK
OF SORTING OUT THE SEEDS OF GOOD
FROM THE SEEDS OF EVIL
I DEDICATE THIS DISCOURSE
PREFACE
The substance of the following discourse was lately read at an
evening meeting of the Royal Institution in London, and most of it
was afterwards delivered in the form of lectures to my class at
Liverpool. It is now published in the hope that it may call attention to
a neglected side of superstition and stimulate enquiry into the early
history of those great institutions which still form the framework of
modern society. If it should turn out that these institutions have
sometimes been built on rotten foundations, it would be rash to
conclude that they must all come down. Man is a very curious
animal, and the more we know of his habits the more curious does
he appear. He may be the most rational of the beasts, but certainly
he is the most absurd. Even the saturnine wit of Swift, unaided by a
knowledge of savages, fell far short of the reality in his attempt to set
human folly in a strong light. Yet the odd thing is that in spite, or
perhaps by virtue, of his absurdities man moves steadily upwards;
the more we learn of his past history the more groundless does the
old theory of his degeneracy prove to be. From false premises he
often arrives at sound conclusions: from a chimerical theory he
deduces a salutary practice. This discourse will have served a useful
purpose if it illustrates a few of the ways in which folly mysteriously
deviates into wisdom, and good comes out of evil. It is a mere sketch
of a vast subject. Whether I shall ever fill in these bald outlines with
finer strokes and deeper shadows must be left to the future to
determine. The materials for such a picture exist in abundance; and
if the colours are dark, they are yet illuminated, as I have tried in this
essay to point out, by a ray of consolation and hope.
J. G. FRAZER.

Cambridge, February 1909.


NOTE TO THE SECOND EDITION
In this edition Psyche’s Task has been enlarged by fresh illustrative
examples and by the discussion of a curious point of savage
etiquette, but the substance and the form of the discourse remain
unchanged. I have added The Scope of Social Anthropology, an
inaugural lecture intended to mark out roughly the boundaries of the
general study of which Psyche’s Task aims at setting forth some
particular results. There is therefore a certain appropriateness in
presenting the two discourses together to the reader.
J. G. F.

Cambridge, 6th June 1913.


CONTENTS
Preface

PSYCHE’S TASK

I. Introduction

The dark and the bright side of Superstition: a plea for the accused:
four propositions to be proved by the defence 3-5

II. Government

Superstition has been a prop of Government by inculcating a deep


veneration for governors: evidence of this veneration collected
from Melanesia, Polynesia, Africa, the Malay region, and
America: evidence of similar veneration among Aryan peoples
from India to Scotland 6-19

III. Private Property

Superstition has been a prop of Private Property by inculcating a


deep fear of its violation: evidence of this fear collected from
Polynesia, Melanesia, the Malay Archipelago, Europe, Asia,
Africa, and America 20-43

IV. Marriage

Superstition has been a prop of Marriage by inculcating a deep fear


of disregarding the traditionary rules of sexual morality:
evidence of this fear collected from South-Eastern Asia, the
Malay Archipelago, Africa, the Hebrews, the Greeks, the
Romans, and the Irish: extreme severity with which breaches of
the sexual code have been punished in India, Babylon,
Palestine, Africa, the East Indies, Australia, America, and
Europe: the avoidance of the wife’s mother and of a man’s own
mother, sisters, daughters, and female cousins, based on the
fear of incest: the origin of the fear of incest unknown: belief that
adultery and fornication inflict physical injury not only on the
culprits but on their innocent relations: evidence of the belief
collected from Africa, America, Sumatra, and New Britain 44-
110

V. Respect for Human Life

Superstition has been a prop for the Security of Human Life by


inculcating a deep fear of the ghosts of the murdered dead:
evidence of the fear collected from ancient Greece, modern
Africa, America, India, New Guinea, Celebes, the Bismarck
Archipelago, and Fiji: deep fear of ghosts in general: evidence
collected from America, Africa, India, Burma, the Indian
Archipelago, Australia, New Guinea, and China: influence of the
fear in restraining men from murder 111-153

VI. Conclusion

Summing up for the defence: by serving as a prop for government,


private property, marriage, and human life, Superstition has
rendered a great service to humanity: Superstition at the bar:
sentence of death 154-156

THE SCOPE OF SOCIAL ANTHROPOLOGY

Anthropology, or the Science of Man, a new study: Social


Anthropology restricted to the rudimentary phases of human
society: not concerned with the practical application of its
results: all forms of human society either savage or evolved out
of savagery: hence Social Anthropology deals primarily with
savagery and secondarily with those survivals of savagery in
civilization which are commonly known as folklore: importance
of the study of savagery for an understanding of the evolution of
the human mind: existing savages primitive only in a relative
sense by comparison with civilized peoples: in reality the
savages of the present day probably stand at a high level of
culture compared with their remote predecessors: for example,
the present systems of marriage and consanguinity among
savages appear to have been preceded by a period, not
necessarily primitive, of sexual communism: survivals of
savagery in civilization due to the natural and ineradicable
inequality of men: mankind ultimately led by an intellectual
aristocracy: superstition the creed of the laggards in the march
of intellect: the wide prevalence of superstition under the surface
of society a standing menace to civilization: the lowest forms of
superstition the most tenacious of life: function of the
Comparative Method in reconstructing the early history of
human thought and institutions: its legitimacy based on the
ascertained similarity of the human mind in all races: the need of
studying savages only of late years understood: urgent
importance of the study in consequence of the rapid
disappearance of savagery: the duty of our generation to
preserve a record of it for posterity: the duty of the Universities
and of the State 157-176

INDEX 177-186

ENDNOTES
PSYCHE’S TASK
I.
INTRODUCTION

We are apt to think of superstition as an


The dark side of unmitigated evil, false in itself and pernicious in its
superstition.
consequences. That it has done much harm in the
world, cannot be denied. It has sacrificed countless lives, wasted
untold treasures, embroiled nations, severed friends, parted
husbands and wives, parents and children, putting swords, and
worse than swords between them: it has filled gaols and madhouses
with its innocent or deluded victims: it has broken many hearts,
embittered the whole of many a life, and not content with persecuting
the living it has pursued the dead into the grave and beyond it,
gloating over the horrors which its foul imagination has conjured up
to appal and torture the survivors. It has done all this and more. Yet
the case of superstition, like that of Mr. Pickwick
The brighter side of after the revelations of poor Mr. Winkle in the
superstition.
witness-box, can perhaps afford to be placed in a
rather better light; and without posing as the Devil’s Advocate or
appearing before you in a blue flame and sulphureous fumes, I do
profess to make out what the charitable might call a plausible plea
for a very dubious client. For I propose to prove, or at least make
probable, by examples that among certain races and at certain
stages of evolution some social institutions which we all, or most of
us, believe to be beneficial have partially rested on a basis of
superstition. The institutions to which I refer are purely secular or
civil. Of religious or ecclesiastical institutions I shall say nothing. It
might perhaps be possible to shew that even religion has not wholly
escaped the taint or dispensed with the support of superstition; but I
prefer for to-night to confine myself to those civil institutions which
people commonly imagine to be bottomed on nothing but hard
common sense and the nature of things. While the institutions with
which I shall deal have all survived into civilized society and can no
doubt be defended by solid and weighty arguments, it is practically
certain that among savages, and even among peoples who have
risen above the level of savagery, these very same institutions have
derived much of their strength from beliefs which nowadays we
should condemn unreservedly as superstitious and absurd. The
institutions in regard to which I shall attempt to prove this are four,
namely, government, private property, marriage, and the respect for
human life. And what I have to say may be
Four propositions to summed up in four propositions as follows:—
be proved.
I. Among certain races and at certain times
superstition has strengthened the respect for government, especially
monarchical government, and has thereby contributed to the
establishment and maintenance of civil order.
II. Among certain races and at certain times superstition has
strengthened the respect for private property and has thereby
contributed to the security of its enjoyment.
III. Among certain races and at certain times superstition has
strengthened the respect for marriage and has thereby contributed to
a stricter observance of the rules of sexual morality both among the
married and the unmarried.
IV. Among certain races and at certain times superstition has
strengthened the respect for human life and has thereby contributed
to the security of its enjoyment.
Before proceeding to deal with these four
Preliminary propositions separately, I wish to make two
remarks.
remarks, which I beg you will bear in mind. First, in
what I have to say I shall confine myself to certain races of men and
to certain ages of history, because neither my time nor my
knowledge permits me to speak of all races of men and all ages of
history. How far the limited conclusions which I shall draw for some
races and for some ages are applicable to others must be left to
future enquiries to determine. That is my first remark. My second is
this. If it can be proved that in certain races and at certain times the
institutions in question have been based partly on superstition, it by
no means follows that even among these races they have never
been based on anything else. On the contrary, as all the institutions
which I shall consider have proved themselves stable and
permanent, there is a strong presumption that they rest mainly on
something much more solid than superstition. No institution founded
wholly on superstition, that is on falsehood, can be permanent. If it
does not answer to some real human need, if its foundations are not
laid broad and deep in the nature of things, it must perish, and the
sooner the better. That is my second remark.
II.
GOVERNMENT

With these two cautions I address myself to my


Superstition as a first proposition, which is, that among certain races
prop of government.
and at certain times superstition has strengthened
the respect for government, especially monarchical government, and
has thereby contributed to the establishment and maintenance of
civil order.
Among many peoples the task of government
Superstitious has been greatly facilitated by a superstition that
respect for chiefs in
Melanesia. the governors belong to a superior order of beings
and possess certain supernatural or magical
powers to which the governed can make no claim and can offer no
resistance. Thus Dr. Codrington tells us that among the Melanesians
“the power of chiefs has hitherto rested upon the belief in their
supernatural power derived from the spirits or ghosts with which they
had intercourse. As this belief has failed, in the Banks’ Islands for
example some time ago, the position of a chief has tended to
become obscure; and as this belief is now being generally
undermined a new kind of chief must needs arise, unless a time of
anarchy is to begin.”6.1 According to a native Melanesian account,
the authority of chiefs rests entirely on the belief that they hold
communication with mighty ghosts and possess that supernatural
power or mana, as it is called, whereby they are able to bring the
influence of the ghosts to bear on human life. If a chief imposed a
fine, it was paid because the people firmly believed that he could
inflict calamity and sickness upon such as resisted him. As soon as
any considerable number of his subjects began to disbelieve in his
influence with the ghosts, his power to levy fines was shaken.7.1 It is
thus that in Melanesia religious scepticism tends to undermine the
foundations of civil society.
Similarly Mr. Basil Thomson tells us that “the key to the
Melanesian system of government is Ancestor-worship. Just as
every act in a Fijian’s life was controlled by his fear
Superstitious of Unseen Powers, so was his conception of
respect for chiefs in
Fiji. human authority based upon religion.” The dead
chief was supposed still to watch jealously over his
people and to punish them with dearth, storms, and floods, if they
failed to bring their offerings to his tomb and to propitiate his spirit.
And the person of his descendant, the living chief, was sacred; it was
hedged in by a magic circle of taboo and might not even be touched
without incurring the wrath of the Unseen. “The first blow at the
power of the chiefs was struck unconsciously by the missionaries.
Neither they nor the chiefs themselves realized how closely the
government of the Fijians was bound up with their religion. No
sooner had a missionary gained a foothold in a chief village than the
tabu was doomed, and on the tabu depended half the people’s
reverence for rank. The tabu died hard, as such institutions should
do. The first-fruits were still presented to the chief, but they were no
longer carried from him to the temple, since their excuse—as an
offering to persuade the ancestors to grant abundant increase—had
passed away. No longer supported by the priests, the Sacred Chief
fell upon evil days”; for in Fiji, as in other places, the priest and the
chief, when they were not one and the same person, had played into
each other’s hands, both knowing that neither could stand firm
without the aid of the other.7.2
In Polynesia the state of things was similar.
Superstitious There, too, the power of chiefs depended largely
respect for chiefs in
Polynesia generally on a belief in their supernatural powers, in their
and in New Zealand relation to ancestral spirits, and in the magical
particularly. virtue of taboo, which pervaded their persons and
interposed between them and common folk an
invisible but formidable barrier, to pass which was death. In New
Zealand the Maori chiefs were deemed to be living atuas or gods.
Thus the Rev. Richard Taylor, who was for more than thirty years a
missionary in New Zealand, tells us that in speaking a Maori chief
“assumed a tone not natural to him, as a kind of court language; he
kept himself distinct from his inferiors, eating separately; his person
was sacred, he had the power of holding converse with the gods, in
fact laid claim to being one himself, making the tapu a powerful
adjunct to obtain control over his people and their goods. Every
means were used to acquire this dignity; a large person was thought
to be of the highest importance; to acquire this extra size, the child of
a chief was generally provided with many nurses, each contributing
to his support by robbing their own offspring of their natural
sustenance; thus, whilst they were half-starved, miserable-looking
little creatures, the chief’s child was the contrary, and early became
remarkable by its good appearance. Nor was this feeling confined to
the body; the chief was an atua, but there were powerful and
powerless gods; each naturally sought to make himself one of the
former; the plan therefore adopted, was to incorporate the spirits of
others with their own; thus, when a warrior slew a chief, he
immediately gouged out his eyes and swallowed them, the atua
tonga, or divinity, being supposed to reside in that organ; thus he not
only killed the body, but also possessed himself of the soul of his
enemy, and consequently the more chiefs he slew, the greater did
his divinity become.… Another great sign of a chief was oratory—a
good orator was compared to the korimako, the sweetest singing
bird in New Zealand; to enable the young chief to become one, he
was fed upon that bird, so that he might the better acquire its
qualities, and the successful orator was termed a korimako.”8.1
Again, another writer informs us that the opinions of Maori chiefs
“were held in more estimation than those of others, simply because
they were believed to give utterance to the thoughts of deified men.
No dazzling pageantry hedged them round, but their persons were
sacred.… Many of them believed themselves inspired; thus Te Heu
Heu, the great Taupo chief and priest, shortly before he was
swallowed up by a landslip, said to a European missionary: ‘Think
not that I am a man, that my origin is of the earth. I come from the
heavens; my ancestors are all there; they are gods, and I shall return
to them.’ ”9.1 So sacred was the person of a Maori chief that it was
not lawful to touch him, even to save his life. A chief has been seen
at the point of suffocation and in great agony with a fish bone
sticking in his throat, and yet not one of his people, who were
lamenting around him, dared to touch or even approach him, for it
would have been as much as their own life was worth to do so. A
missionary, who was passing, came to the rescue and saved the
chief’s life by extracting the bone. As soon as the rescued man
recovered the power of speech, which he did not do for half an hour,
the first use he made of it was to demand that the surgical
instruments with which the bone had been extracted should be given
to him as compensation for the injury done him by drawing his
sacred blood and touching his sacred head.9.2
Not only the person of a Maori chief but
Superstitious fear of everything that had come into contact with it was
contact with Maori
chiefs. sacred and would kill, so the Maoris thought, any
sacrilegious person who dared to meddle with it.
Cases have been known of Maoris dying of sheer fright on learning
that they had unwittingly eaten the remains of a chief’s dinner or
handled something that belonged to him. For example, a woman,
having partaken of some fine peaches from a basket, was told that
they had come from a tabooed place. Immediately the basket
dropped from her hands and she cried out in agony that the atua or
godhead of the chief, whose divinity had been thus profaned, would
kill her. That happened in the afternoon, and next day by twelve
o’clock she was dead.9.3 Similarly a chief’s tinder-box has proved
fatal to several men; for having found it and lighted their pipes with it
they actually expired of terror on learning to whom it belonged.10.1
Hence a considerate chief would throw away where it could not be
found any garment or mat for which he had no further use, lest one
of his subjects should find it and be struck dead by the shock of its
inherent divinity. For the same reason he would never blow a fire
with his mouth; for his sacred breath would communicate its sanctity
to the fire, and the fire would pass it on to the meat that might be
cooked on it, and the meat would carry it into the stomach of the
eater, and he would die.10.2 Thus the divinity which hedged a Maori
chief was a devouring flame which shrivelled up and consumed
whatever it touched. No wonder that such men were implicitly
obeyed.
In the rest of Polynesia the state of things was
Superstitious similar. For example, the natives of Tonga in like
respect for chiefs
and kings in Tonga manner believed that if any one fed himself with
and Tahiti. his own hands after touching the sacred person of
a superior chief, he would swell up and die; the

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