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OrthoVellum

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Not affiliated with the Royal Australasian College of Surgeons.

Back to Operative Surgery
Trauma

Anterior Approach to Humeral Shaft (Henry)

Comprehensive guide to the anterior (Henry) approach to the humeral shaft for ORIF of mid/distal humerus fractures with emphasis on radial nerve protection

Core Procedure
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By OrthoVellum Medical Education Team

Reviewed by OrthoVellum Editorial Team

Orthopaedic clinicians and medical editors • Published by OrthoVellum Medical Education Team

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High Yield Overview

ANTERIOR APPROACH TO HUMERAL SHAFT (HENRY)

Brachialis Split | Radial Nerve at 14cm from LE | Holstein-Lewis 18% Risk

14cmRadial nerve spiral groove distance from lateral epicondyle
2-18%Iatrogenic radial nerve injury (2-5% standard, 18% Holstein-Lewis)
92-95%Union rate with ORIF via anterior approach
70%Spontaneous recovery rate for primary radial nerve palsies

INDICATIONS FOR OPERATIVE FIXATION

Absolute
PatternOpen fractures, vascular injury, polytrauma, bilateral fractures
TreatmentORIF via anterior approach
Relative
PatternUnacceptable alignment (>20° varus, >30° AP angulation, >3cm shortening)
TreatmentORIF vs functional bracing
Non-operative
PatternClosed, acceptable alignment, intact nerve function
TreatmentSarmiento functional bracing (85-88% union)

Critical Must-Knows

  • Internervous plane: Between biceps (musculocutaneous) and brachialis - BUT brachialis has DUAL innervation (musculocutaneous medially, radial laterally) requiring longitudinal split
  • Radial nerve crosses from posterior to lateral at spiral groove (mean 14cm proximal to lateral epicondyle - Gerwin 1996) - PRIMARY structure at risk
  • Holstein-Lewis fracture (distal 1/3 spiral) has HIGHEST iatrogenic nerve injury risk (18% vs 2-5% for standard mid-shaft - Ring 1999)
  • Subperiosteal dissection ONLY - never dissect posteriorly around spiral groove (nerve adherent to bone via lateral intermuscular septum)
  • Immediate post-op palsy (pre-op intact) = iatrogenic injury → urgent re-exploration within 24-48 hours for neurolysis or repair
  • Primary fracture palsy (at injury) = observe 3-4 months first (70% spontaneous recovery - Shao 2005)

Examiner's Pearls

  • "
    Best for middle/distal 1/3 shaft fractures - NOT proximal 1/3 (use deltopectoral)
  • "
    Functional bracing STILL first-line for closed, isolated fractures with acceptable alignment
  • "
    Plate fixation superior to IM nailing (94% vs 87% union, less shoulder dysfunction)
  • "
    Proximal-to-distal exposure reduces risk of encountering radial nerve unexpectedly

Critical Radial Nerve Protection Points

Radial Nerve Anatomy

Most vulnerable structure: The radial nerve crosses from posterior to lateral humerus at the spiral groove (mean 14.2cm proximal to lateral epicondyle, range 10-17cm - Gerwin 1996). At this location, the nerve is firmly adherent to bone via the lateral intermuscular septum and cannot be easily mobilized. This zone of adherence creates highest injury risk during fracture fixation.

Holstein-Lewis Fracture

Distal 1/3 spiral fracture where the radial nerve crosses the spiral groove AT the fracture site. Highest iatrogenic injury risk: 18% (vs 2-5% for standard mid-shaft fractures - Ring 1999). The spiral fracture line crosses the nerve precisely where it adheres to bone. MUST identify nerve at lateral intermuscular septum BEFORE fracture manipulation to reduce injury risk.

Surgical Protection Strategy

Three key techniques: (1) Proximal-to-distal exposure - encounter nerve predictably if it crosses surgical field. (2) Subperiosteal dissection ONLY - never dissect posteriorly around spiral groove. (3) For Holstein-Lewis: Identify nerve at lateral intermuscular septum before reducing fracture. Use vessel loop for gentle protection during reduction.

Post-op Nerve Palsy Management

CRITICAL distinction: Immediate post-op palsy (pre-op intact) = iatrogenic injury → urgent re-exploration within 24-48 hours for neurolysis or repair. Primary fracture palsy (at injury) = observe 3-4 months (70% spontaneous recovery - Shao 2005). Serial EMG at 6-8 weeks shows reinnervation. Explore only if no recovery by 4-6 months.

Mnemonic

HUMERUSHUMERUS - Anterior Approach Key Steps

H
Henry's Plane
Biceps (musculocutaneous) vs Brachialis (split dual innervation: musculocutaneous medial, radial lateral)
U
Upper Arm Supine
Supine position with arm on radiolucent side table - allows circumferential access, no tourniquet
M
Middle/Distal 1/3
Best for middle and distal 1/3 shaft (below deltoid insertion) - NOT proximal 1/3
E
Expose Proximal-to-Distal
Reduces risk of encountering radial nerve unexpectedly at spiral groove
R
Radial Nerve 14cm
Spiral groove mean 14cm proximal to lateral epicondyle - adherent via lateral intermuscular septum
U
Union 92-95%
ORIF achieves 92-95% union (Dabezies 1984) - superior to bracing 85-88%
S
Subperiosteal ONLY
Never dissect posteriorly around spiral groove - nerve adherent to bone

Memory Hook:HUMERUS approach: Henry's plane splits brachialis to access middle/distal shaft while protecting the radial nerve 14cm from LE!

Mnemonic

HOLSTEINHOLSTEIN - Holstein-Lewis Fracture Management

H
Highest Nerve Risk
18% iatrogenic radial nerve injury (vs 2-5% standard mid-shaft - Ring 1999)
O
Oblique Spiral Distal 1/3
Spiral fracture pattern in distal 1/3 shaft where nerve crosses spiral groove
L
Lateral Intermuscular Septum
Nerve adherent to bone at this location - identify before fracture manipulation
S
Spiral Groove 14cm
Mean 14.2cm proximal to lateral epicondyle (range 10-17cm - Gerwin 1996)
T
Trapped 65%
If pre-op palsy present, nerve trapped in fracture 65% of cases (Ring 1999)
E
Explore BEFORE Reduction
If pre-op intact, identify nerve at lateral septum before reducing fracture
I
Immediate Palsy = Iatrogenic
Pre-op intact → post-op palsy = urgent re-exploration within 24-48 hours
N
Neurolysis 80% Recovery
If nerve in continuity, neurolysis achieves 80% recovery

Memory Hook:HOLSTEIN-Lewis carries the HIGHEST radial nerve injury risk - identify the nerve BEFORE touching the fracture!

Mnemonic

RADIALRADIAL - Radial Nerve Protection Strategy

R
Route: Posterior → Lateral
Crosses from posterior to lateral at spiral groove (14cm from LE)
A
Adherent to Bone
Firmly adherent via lateral intermuscular septum - cannot easily mobilize
D
Don't Explore Routinely
Only explore if iatrogenic injury or Holstein-Lewis with pre-op palsy
I
Identify if High-Risk
Holstein-Lewis or revision: identify at lateral septum before fracture work
A
Approach Proximal-to-Distal
Encounter nerve predictably if it crosses surgical field
L
aLateral Plate Position
Anterolateral humerus (tension side) - NOT direct lateral (may compress nerve)

Memory Hook:RADIAL nerve protection: Route posterior to lateral, Adherent to bone, Don't explore routinely, Identify if high-risk, Approach proximal-to-distal, anteraLateral plate!

Overview and Historical Context

The anterior approach to the humeral shaft (also known as the Henry approach or anterolateral approach) provides direct access to the middle and distal 1/3 of the humerus for fracture fixation, nonunion repair, and tumor excision. First described by Henry in 1945, this approach has become the most commonly used surgical corridor for humeral shaft fractures requiring operative fixation.

Historical evolution:

  • 1945: Henry described the anterior approach for humeral shaft access
  • 1970s-1980s: Functional bracing (Sarmiento) became gold standard for non-operative management
  • 1980s-1990s: AO principles established plate fixation techniques (6-8 cortices, compression)
  • 2000s-present: Modern locked plating expanded indications (osteoporotic bone, comminution)

Modern applications:

  1. Displaced humeral shaft fractures (middle/distal 1/3) - ORIF with plate fixation
  2. Humeral nonunion/malunion - revision ORIF with bone grafting
  3. Pathological fractures - prophylactic fixation for metastatic lesions
  4. Polytrauma - early stabilization in multiply-injured patients

Approach Selection

The anterior approach is best for middle and distal 1/3 humeral shaft fractures. For proximal 1/3 fractures (above deltoid insertion), use the deltopectoral approach for better proximal exposure. For mid-shaft at spiral groove, consider the posterior approach for direct radial nerve visualization (lower iatrogenic injury risk 1-3% vs 2-5%).

Surgical Anatomy

Internervous Plane

The anterior approach utilizes an internervous plane with brachialis muscle splitting:

Primary Interval:

  • Between: Biceps muscle (medial, musculocutaneous nerve) and lateral edge of brachialis
  • Brachialis splitting: The brachialis muscle has DUAL INNERVATION - medial portion (musculocutaneous nerve) and lateral portion (radial nerve)
  • Splitting technique: Split brachialis LONGITUDINALLY in its midline (internervous plane WITHIN the muscle) - separates musculocutaneous-innervated medial fibers from radial-innervated lateral fibers

Critical concept: This is NOT a "pure" internervous plane (like Thompson or Henry radius approaches) because brachialis must be SPLIT to access humerus. However, splitting in the midline respects the dual innervation and minimizes denervation.

Critical Neurovascular Structures

1. RADIAL NERVE (PRIMARY HAZARD):

Anatomic Course:

  • Origin: Posterior cord of brachial plexus
  • Proximal humerus: Lies posteromedial to humerus (behind brachial artery)
  • Spiral groove crossing: Crosses from POSTERIOR to LATERAL surface of humerus at spiral groove (also called radial groove)
  • Spiral groove location: Mean 14.2cm proximal to lateral epicondyle (range 10-17cm - Gerwin 1996)
  • Distal course: Enters lateral intermuscular septum and descends between brachialis (anterior) and brachioradialis/ECRL (posterior)
  • Bifurcation: Divides into PIN (motor) and superficial radial nerve (sensory) at level of lateral epicondyle (2cm proximal)

Surgical Importance:

  • Radial nerve is MOST VULNERABLE at spiral groove (adherent to bone via lateral intermuscular septum)
  • Holstein-Lewis fracture (distal 1/3 spiral fracture) traps radial nerve in fracture site - HIGHEST iatrogenic injury risk (18% - Ring 1999)
  • Radial nerve injury risk: 2-5% for standard mid-shaft fractures, 18% for Holstein-Lewis

Protection Strategy:

  • Identify radial nerve at lateral intermuscular septum (palpable as cord crossing spiral groove)
  • Subperiosteal dissection ONLY (avoid dissecting around spiral groove - nerve adherent to bone)
  • Proximal-to-distal exposure (reduces risk of dissecting into nerve at spiral groove)
  • NEVER explore nerve unless pre-operative function was intact and post-operative palsy occurred (iatrogenic injury indication)

2. BRACHIAL ARTERY:

Anatomic Course:

  • Location: Lies MEDIAL to biceps muscle throughout arm
  • Relationship: Accompanied by median nerve
  • Surgical relevance: Usually NOT visualized in anterior approach (lies medial to surgical field)

Protection:

  • Retract biceps MEDIALLY (pulls brachial artery and median nerve away from surgical field)
  • Avoid dissection medial to biceps

3. MEDIAN NERVE:

Anatomic Course:

  • Proximal arm: Lies MEDIAL to brachial artery
  • Mid-arm: Crosses ANTERIOR to brachial artery
  • Distal arm: Lies LATERAL to brachial artery
  • No branches to muscles in proximal arm (first branch: pronator teres at elbow)

Protection:

  • Retract biceps and brachial artery MEDIALLY as a unit (median nerve accompanies artery)
  • Rarely visualized unless dissection extends to distal humerus

4. MUSCULOCUTANEOUS NERVE:

Anatomic Course:

  • Entry into biceps: Enters biceps muscle 6-8cm distal to coracoid process (variable)
  • Course: Runs between biceps and brachialis muscles
  • Exit: Emerges lateral to biceps tendon as lateral antebrachial cutaneous nerve (LABC) at elbow

Surgical Relevance:

  • Usually NOT at risk (lies within biceps muscle, medial to surgical field)
  • LABC may be injured with excessive distal dissection

Indications and Patient Selection

Operative vs Non-Operative Decision-Making

ABSOLUTE INDICATIONS FOR OPERATIVE FIXATION:

  1. Open fractures (Gustilo I-III) - require irrigation, debridement, and stabilization
  2. Vascular injury requiring repair (brachial artery laceration - 2-3% of humeral shaft fractures)
  3. Polytrauma requiring early stabilization (chest trauma, multiple long bone fractures, head injury)
  4. Bilateral humeral shaft fractures (functional bracing impossible)
  5. Floating elbow (ipsilateral humerus + forearm fractures)
  6. Pathological fractures (metastatic disease - prophylactic fixation if >50% cortical destruction)

RELATIVE INDICATIONS (Operative vs Non-Operative Decision):

  1. Failed closed reduction with unacceptable alignment (>20° varus/valgus, >30° anterior/posterior angulation, >3cm shortening)
  2. Radial nerve palsy with fracture manipulation (suggests nerve entrapment - EXPLORE nerve)
  3. Progressive displacement on serial X-rays despite functional bracing
  4. Segmental fractures (two distinct fracture lines with intercalary fragment - unstable)
  5. Patient factors: Obesity (functional brace difficult to fit), non-compliance, bilateral upper limb injuries

NON-OPERATIVE MANAGEMENT (Functional Bracing - STILL FIRST-LINE):

Sarmiento functional bracing remains GOLD STANDARD for closed, isolated humeral shaft fractures with acceptable alignment:

  • Union rate: 85-88% (Sarmiento 2000)
  • Acceptable alignment: <20° varus/valgus, <30° anterior/posterior angulation, <3cm shortening
  • Advantages: No surgery risks, no anesthesia, immediate ROM
  • Disadvantages: 12-15% nonunion rate (vs 5-8% with ORIF), prolonged immobilization (8-12 weeks)

Approach Selection

Anterior vs Posterior Approach Selection

FactorAnterior ApproachPosterior ApproachPreferred
Fracture LocationMiddle/distal 1/3 shaft (below deltoid insertion)Mid-shaft at spiral groove levelDepends on fracture location
Radial Nerve VisualizationNOT routinely visualized - outside surgical fieldDIRECTLY VISUALIZED - exposed in triceps-splitting fieldPosterior (direct visualization)
Iatrogenic Nerve Injury Risk2-18% (standard 2-5%, Holstein-Lewis 18% - Ring 1999)1-3% (McKee 2004)Posterior (lower injury risk)
Patient PositioningSupine (familiar, polytrauma-friendly)Prone/lateral decubitus (unfamiliar, difficult for polytrauma)Anterior (supine positioning easier)
Muscle HandlingBrachialis splitting (minimal denervation, no triceps weakness)Triceps splitting or TRAP (10-15% weakness, 5% with TRAP)Anterior (less invasive)
Plate BiomechanicsAnterolateral (tension side - optimal)Posterior (compression side - suboptimal)Anterior (better biomechanics)

Surgical Technique

Setup and Positioning

Patient Position:

  • Supine position on operating table
  • Arm on side table or radiolucent arm board (allows circumferential access)
  • Shoulder positioned at edge of table (allows arm to hang freely for posterior access if needed)
  • Alternative: Arm across chest on radiolucent board (better for proximal shaft exposure)

Equipment:

  • Tourniquet: Optional (most surgeons do NOT use tourniquet for humerus - pneumatic tourniquet on proximal arm risks brachial plexus compression)
  • Fluoroscopy (C-arm) available for intraoperative reduction/fixation verification
  • Radiolucent side table essential for intraoperative imaging

Anesthesia:

  • General anesthesia OR regional anesthesia (interscalene brachial plexus block)
  • Regional anesthesia provides excellent perioperative analgesia (12-18 hours)

Skin Incision

Incision Course:

  • Proximal extent: 2-3cm distal to anterior axillary fold (coracoid level) - do NOT extend more proximally (axillary nerve risk)
  • Distal extent: To 5cm proximal to antecubital crease (avoid crossing elbow flexion crease)
  • Course: Follows lateral border of biceps muscle from proximal to distal arm

Landmarks:

  • Proximal: Palpate coracoid process (marks superior extent)
  • Mid-arm: Follow lateral border of biceps (easily palpable with elbow flexion)
  • Distal: Biceps tendon (palpable with elbow flexion) - stay 5cm proximal to elbow crease

Incision Length:

  • Typically 15-20cm for mid-shaft fracture exposure
  • Extend as needed for fracture pattern (comminution, butterfly fragments)

Incision Placement

The incision follows the lateral border of the biceps muscle from coracoid level to 5cm above the elbow crease. This places the incision directly over the interval between biceps (medial) and brachialis (lateral). Avoid extending proximal to the coracoid (axillary nerve risk) or distal across the elbow crease (unsightly scar, LABC injury risk).

Superficial Layer Development

1. Subcutaneous Layer:

  • Incise skin and subcutaneous tissue sharply
  • Identify and protect cephalic vein (runs in deltopectoral groove proximally, continues distally in lateral subcutaneous plane)
  • Ligate small perforating veins crossing surgical field

2. Deep Fascia:

  • Identify biceps muscle belly medially (easily palpable)
  • Identify lateral border of biceps (key landmark for plane identification)
  • Incise deep fascia along lateral border of biceps longitudinally

3. Identify Muscular Interval:

  • Retract skin edges to visualize deep structures
  • Palpate biceps muscle medially (soft, mobile)
  • Identify brachialis muscle laterally (firm, covering anterior humerus)

Brachialis Splitting Technique

1. Retract Biceps Medially:

  • Use retractors to retract biceps muscle belly MEDIALLY
  • This exposes underlying brachialis muscle covering anterior humerus
  • Critical: Biceps retraction pulls brachial artery and median nerve MEDIALLY away from surgical field

2. Identify Brachialis Muscle:

  • Brachialis covers anterior humerus from deltoid insertion to coronoid process
  • Dual innervation: Medial portion (musculocutaneous nerve), Lateral portion (radial nerve)
  • Splitting plane: Midline of brachialis (internervous plane within muscle)

3. Split Brachialis Longitudinally:

  • Identify midline of brachialis (approximate longitudinal midpoint)
  • Split brachialis in LINE OF ITS FIBERS (longitudinally, parallel to humerus) using blunt dissection
  • Extend split proximally and distally to expose required humeral shaft length
  • Critical: Do NOT split brachialis transversely (violates muscle fibers and innervation)

4. Identify Radial Nerve (Optional - High-Risk Cases):

For Holstein-Lewis fractures or revision surgery - consider radial nerve identification BEFORE fracture manipulation:

  • Nerve location: Lateral intermuscular septum at spiral groove (14cm proximal to lateral epicondyle)
  • Identification technique:
    • Palpate lateral humerus for spiral groove (bony depression on lateral shaft)
    • Incise lateral intermuscular septum longitudinally
    • Identify radial nerve as cord-like structure (4-5mm diameter) crossing spiral groove from posterior to lateral
    • Protect with vessel loop or gentle retraction

CAUTION: Routine nerve identification is NOT recommended for standard mid-shaft fractures (increases dissection time and injury risk) - only for high-risk cases

5. Subperiosteal Dissection:

  • After splitting brachialis, identify humerus periosteum
  • Use subperiosteal elevation with Cobb elevator to expose humeral shaft
  • Elevate brachialis from humerus circumferentially (volar, medial, lateral surfaces)
  • Critical: NEVER dissect POSTERIORLY around humerus (radial nerve on posterior surface at spiral groove)
  • Expose fracture site with proximal-to-distal technique

Reduction and Fixation

Fracture Reduction:

  • Direct manipulation of proximal and distal fragments with bone clamps
  • Traction: Assistant provides longitudinal traction on arm (restores length)
  • Rotation control: Hold proximal fragment with bone clamp, rotate distal fragment to match
  • Reduction clamps for provisional fixation (pointed reduction clamps or Weber clamps)
  • Fluoroscopy for reduction verification (AP and lateral views)

Plate Fixation (GOLD STANDARD):

  • Implant: 4.5mm narrow LCP or LC-DCP plate (narrow plate conforms to humeral shaft better)
  • Plate position: Anterolateral humerus (NOT direct anterior - allows bone graft placement medially if needed)
  • Screw fixation: 6-8 cortices proximal and distal to fracture (AO principles for diaphyseal fractures)
  • Compression: Use compression screws (LC-DCP) or lag screws through plate for simple transverse/short oblique fractures
  • Locking screws: For osteoporotic bone, comminuted fractures, or metaphyseal extension
  • Bridge plating: For comminuted fractures - span comminution with plate, do NOT reconstruct every fragment

Plate vs IM Nail

Meta-analysis (Bhandari 2006) comparing plate fixation vs IM nailing:

  • Union rate: Plating 94% vs IM nail 87% (plating SUPERIOR)
  • Shoulder dysfunction: Plating 8% vs IM nail 23% (IM nail INFERIOR due to rotator cuff violation)
  • Re-operation: Plating 8% vs IM nail 14%
  • Recommendation: Plate fixation is FIRST-LINE for humeral shaft fractures

Wound Closure

Deep Layers:

  1. Brachialis muscle repair - reapproximate split muscle fibers with interrupted absorbable sutures (2-0 Vicryl) - NOT MANDATORY (muscle heals spontaneously)
  2. Hemostasis - meticulous cautery (avoid cautery near radial nerve at lateral border if identified)

Superficial Layers:

  1. Deep fascia closure - interrupted absorbable sutures (2-0 Vicryl)
  2. Subcutaneous layer - interrupted absorbable sutures (3-0 Vicryl)
  3. Skin closure - running subcuticular (4-0 Monocryl) or interrupted nylon sutures

Postoperative:

  • Coaptation splint (U-shaped posterior splint from axilla to forearm) for 7-10 days
  • Sling for comfort
  • Wound check at 1-2 weeks
  • Early ROM at 2 weeks (shoulder/elbow pendulum exercises, passive ROM)
  • Active ROM at 6 weeks (after early callus formation)
  • Radiographic follow-up at 2, 6, 12 weeks for union assessment

Evidence Base and Key Studies

Anterior Approach to Humeral Shaft - Original Outcomes

IV
Dabezies EJ, Banta CJ, Murphy CP, d'Ambrosia RD • Journal of Bone and Joint Surgery (1984)
Key Findings:
  • Case series (n=87 patients) with humeral shaft fractures treated via ORIF using anterior approach with 4.5mm DCP plates
  • Union rate: 92% at mean 16 weeks (range 12-28 weeks)
  • Nonunion: 8% (7/87 patients) - risk factors: inadequate fixation (&lt;6 cortices), smoking, open fractures
  • Radial nerve injury: 5% (4/87 patients) - all had Holstein-Lewis fractures (distal 1/3 spiral), 3/4 recovered spontaneously by 6 months
  • Functional outcomes: Mean 85% shoulder ROM, 90% elbow ROM at 12 months
Clinical Implication: This landmark study established ORIF via anterior approach as an effective alternative to functional bracing for humeral shaft fractures with 92% union rate. The higher radial nerve injury risk in Holstein-Lewis fractures highlights the need for careful nerve identification in high-risk cases.

Radial Nerve Topography and Spiral Groove Location

III
Gerwin M, Hotchkiss RN, Weiland AJ • Journal of Bone and Joint Surgery (1996)
Key Findings:
  • Cadaveric study (n=50 upper extremities) mapped radial nerve course relative to lateral epicondyle
  • Spiral groove location: Mean 14.2cm proximal to lateral epicondyle (range 10.4-17.1cm, SD 1.8cm)
  • Nerve diameter: Mean 4.2mm (range 3-6mm) at spiral groove
  • Adherence to bone: Radial nerve FIRMLY ADHERENT to posterior humerus via lateral intermuscular septum at spiral groove
  • 95% of radial nerves cross lateral humerus between 12-16cm proximal to lateral epicondyle
Clinical Implication: This cadaveric mapping established the anatomical basis for radial nerve injury risk during humeral shaft surgery. The spiral groove (mean 14cm proximal to lateral epicondyle) is the ZONE OF HIGHEST INJURY RISK because the nerve is adherent to bone via lateral intermuscular septum.

Radial Nerve Palsy Natural History - Systematic Review

II
Shao YC, Harwood P, Grotz MR, Limb D, Giannoudis PV • Journal of Trauma (2005)
Key Findings:
  • Systematic review (n=4,517 humeral shaft fractures from 45 studies)
  • Radial nerve palsy incidence: 11.8% (533/4,517 fractures)
  • Fracture patterns with highest risk: Holstein-Lewis 18%, middle 1/3 transverse 6%, proximal 1/3 2%
  • Spontaneous recovery rate: 70.7% (377/533 patients) recovered completely with observation ALONE (mean 3.9 months, range 1-12 months)
  • Early exploration (&lt;3 weeks): 42% recovery. Late exploration (&gt;3 months): 68% recovery
Clinical Implication: This systematic review established that OBSERVATION is the GOLD STANDARD for radial nerve palsy associated with humeral shaft fractures (70.7% spontaneous recovery vs 42% with early exploration). CURRENT RECOMMENDATION: Observe radial nerve palsy for 3-4 months. Serial EMG at 6-8 weeks shows reinnervation. Explore nerve if NO recovery by 4-6 months.

Holstein-Lewis Fracture and Radial Nerve Entrapment

III
Ring D, Chin K, Jupiter JB • Journal of Orthopaedic Trauma (1999)
Key Findings:
  • Retrospective cohort (n=74 patients) with Holstein-Lewis fractures (distal 1/3 humeral shaft spiral fractures)
  • Radial nerve palsy at presentation: 27% (20/74 patients)
  • ORIF performed: 68% (50/74 patients)
  • Iatrogenic nerve injury: 18% (9/50 ORIF patients) developed NEW radial nerve palsy post-operatively (all had intact pre-operative function)
  • Nerve exploration findings (in 20 patients with pre-operative palsy): Nerve trapped in fracture 65%, nerve contusion 25%, nerve laceration 10%
Clinical Implication: This study established that Holstein-Lewis fractures have the HIGHEST iatrogenic radial nerve injury risk during ORIF (18% vs 2-5% for standard mid-shaft fractures). CURRENT APPROACH: (1) Pre-operative radial nerve INTACT - careful ORIF with proximal-to-distal exposure. (2) Pre-operative radial nerve PALSY - explore nerve during ORIF.

Plate Fixation vs Intramedullary Nailing Meta-Analysis

I
Bhandari M, Devereaux PJ, McKee MD, Schemitsch EH • Journal of Orthopaedic Trauma (2006)
Key Findings:
  • Meta-analysis (n=895 patients from 9 RCTs) comparing plate fixation vs IM nailing for humeral shaft fractures
  • Union rate: Plating 94% vs IM nail 87% (RR 0.85, p=0.02) - plating SUPERIOR
  • Radial nerve injury: Plating 5.1% vs IM nail 5.2% (RR 1.02, p=0.95) - NO DIFFERENCE
  • Shoulder pain/dysfunction: Plating 8% vs IM nail 23% (RR 2.88, p&lt;0.001) - IM nail INFERIOR (antegrade nailing violates rotator cuff)
  • Re-operation rate: Plating 8% vs IM nail 14% (RR 1.75, p=0.04) - IM nail higher
Clinical Implication: This meta-analysis established that PLATE FIXATION is SUPERIOR to IM nailing for humeral shaft fractures with higher union rate (94% vs 87%), lower shoulder dysfunction (8% vs 23%), and lower re-operation rate. CURRENT RECOMMENDATION: Plate fixation via anterior approach is FIRST-LINE surgical treatment.

Complications and Management

Intraoperative Complications

1. RADIAL NERVE INJURY (2-18%):

Mechanism:

  • Holstein-Lewis fractures (distal 1/3 spiral) - nerve trapped in fracture site (18% iatrogenic injury)
  • Excessive lateral retraction during fracture reduction
  • Subperiosteal dissection AROUND spiral groove (violates nerve on posterior humerus)
  • Drill penetration through lateral cortex during screw placement

Prevention:

  • Subperiosteal dissection ONLY - do NOT dissect circumferentially around spiral groove
  • Proximal-to-distal exposure - encounter nerve predictably
  • For Holstein-Lewis fractures - identify nerve at lateral intermuscular septum BEFORE fracture manipulation
  • Use drill depth gauge for screw length measurement

Recognition:

  • Intraoperative: Loss of wrist/finger extension during case
  • Postoperative: Wrist drop, finger/thumb extension weakness (EPL, EDC, EIP), thumb abduction weakness (APL, EPB)
  • Preserved function: Sensation over dorsal thumb/index web space, elbow extension (triceps innervated proximal to spiral groove)

Management:

  • Immediate post-operative palsy (pre-operative function intact):
    • Urgent re-exploration (within 24-48 hours) - iatrogenic injury suspected
    • Identify nerve at lateral intermuscular septum
    • Neurolysis if nerve in continuity (free from scar, hematoma, or suture entrapment)
    • Nerve repair if laceration (primary end-to-end if tension-free, nerve graft if gap >1cm)
  • Pre-operative palsy unchanged post-operatively:
    • Observation for 3-4 months (70% spontaneous recovery - Shao 2005)
    • Serial EMG at 6-8 weeks (signs of reinnervation indicate recovery)
    • Nerve exploration if no recovery by 4-6 months
  • Tendon transfers if no recovery by 12 months:
    • PT to ECRB (wrist extension)
    • FCR to EDC (finger extension)
    • PL to EPL (thumb extension)

Outcome:

  • Neurolysis (nerve in continuity): 80% recovery
  • Nerve repair (laceration): 40-60% recovery
  • Spontaneous recovery (observation): 70% (Shao 2005)

Postoperative Complications

1. NONUNION (5-8%):

Risk Factors:

  • Inadequate fixation (<6 cortices proximal/distal to fracture)
  • Excessive periosteal stripping
  • Infection (deep infection 15-20% nonunion risk)
  • Smoking (5-10× increased nonunion risk)
  • Transverse fracture pattern

Management:

  • Hypertrophic nonunion: Revision ORIF with larger plate, compression, NO bone graft needed
  • Atrophic nonunion: Revision ORIF with bone grafting (iliac crest autograft), larger plate, consider BMP-2 if high-risk
  • Smoking cessation: MANDATORY (10× reduced union rate if continued smoking)

2. INFECTION (2-3%):

Management:

  • Superficial infection: Oral antibiotics (flucloxacillin or cephalexin 500mg QDS for 10-14 days)
  • Deep infection: I&D + culture-guided IV antibiotics (6 weeks minimum) + hardware retention if fracture healing progressing

3. SHOULDER STIFFNESS (10-15%):

Prevention:

  • Early ROM at 2 weeks (pendulum exercises, passive ROM)
  • Minimize immobilization duration (coaptation splint for 7-10 days ONLY)

Management:

  • Physical therapy: Progressive ROM exercises
  • Corticosteroid injection if adhesive capsulitis (triamcinolone 40mg + lidocaine)
  • Manipulation under anesthesia (MUA) if stiffness persists beyond 6 months

Exam Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOStandard

Scenario 1: Operative vs Non-Operative Decision

EXAMINER

"A 45-year-old male sustains a closed mid-shaft humerus fracture after a fall. X-rays show a transverse fracture at the junction of middle and distal 1/3 with 15° varus angulation, 20° anterior angulation, and 1cm shortening. Radial nerve function is intact clinically. What are the indications for operative vs non-operative management? How would you manage this patient?"

KEY POINTS TO SCORE
Functional bracing FIRST-LINE for closed, isolated fractures with acceptable alignment (&lt;20° varus/valgus, &lt;30° AP, &lt;3cm shortening)
Sarmiento functional bracing: 85-88% union rate (Sarmiento 2000)
ORIF absolute indications: Open fractures, vascular injury, polytrauma, bilateral fractures, floating elbow, pathological fractures
ORIF relative indications: Unacceptable alignment, radial nerve palsy with manipulation, progressive displacement, segmental fractures
ORIF via anterior approach: 92-95% union (superior to bracing) but 2-5% radial nerve injury risk
VIVA SCENARIOChallenging

Scenario 2: Holstein-Lewis Fracture Surgical Strategy

EXAMINER

"A 32-year-old female sustains a distal 1/3 spiral humeral shaft fracture (Holstein-Lewis pattern) in an MVA. Radial nerve function is INTACT clinically (normal wrist/finger extension, sensation over dorsal hand). X-rays show unacceptable alignment with 25° varus angulation. You decide to proceed with ORIF via anterior approach. Describe your surgical strategy to protect the radial nerve. What is the iatrogenic injury risk?"

KEY POINTS TO SCORE
Holstein-Lewis fracture: Distal 1/3 spiral where radial nerve crosses spiral groove (14cm from LE - Gerwin 1996)
HIGHEST iatrogenic nerve injury risk: 18% for Holstein-Lewis vs 2-5% for standard mid-shaft (Ring 1999)
Nerve identification MANDATORY for Holstein-Lewis: Identify at lateral intermuscular septum BEFORE fracture manipulation
Subperiosteal dissection ONLY: Never dissect circumferentially around spiral groove (nerve adherent to bone)
Immediate post-op palsy (pre-op intact) = iatrogenic injury → urgent re-exploration within 24-48 hours
VIVA SCENARIOCritical

Scenario 3: Approach Selection for Mid-Shaft Fracture

EXAMINER

"A 50-year-old male sustains a mid-shaft humerus fracture at the level of the spiral groove with 30° anterior angulation. Radial nerve function is intact. You decide to proceed with operative fixation. Compare the anterior vs posterior approach for this fracture. Which would you choose and why?"

KEY POINTS TO SCORE
Anterior approach advantages: Supine positioning (polytrauma-friendly), brachialis splitting (no triceps weakness), anterolateral plate (tension side)
Posterior approach advantages: Radial nerve DIRECTLY VISUALIZED (1-3% injury vs 2-5% anterior - McKee 2004), optimal for mid-shaft at spiral groove
Fracture location determines approach: Mid-shaft at spiral groove = posterior approach optimal. Distal 1/3 = anterior approach
Posterior approach disadvantages: Prone positioning (unfamiliar, difficult for polytrauma), triceps weakness 10-15% (5% with TRAP)
TRAP approach: Triceps-reflecting anconeus pedicle - preserves triceps attachment (reduces weakness from 10-15% to 5%)

ANTERIOR APPROACH TO HUMERAL SHAFT - EXAM CHEAT SHEET

High-Yield Exam Summary

Essential Anatomy

  • •**Internervous plane**: Between Biceps (musculocutaneous nerve) medially and Brachialis (dual innervation: musculocutaneous medially, radial laterally) - requires LONGITUDINAL BRACHIALIS SPLIT in midline
  • •**Radial nerve course**: Posteromedial (proximal arm) → Posterior at spiral groove → Lateral (distal arm in lateral intermuscular septum)
  • •**Spiral groove location**: Mean 14.2cm proximal to lateral epicondyle (range 10-17cm - Gerwin 1996) - ZONE OF HIGHEST INJURY RISK
  • •**Nerve adherence**: Firmly adherent to posterior humerus via lateral intermuscular septum at spiral groove (cannot be easily mobilized)
  • •**Holstein-Lewis fracture**: Distal 1/3 spiral humeral shaft fracture where radial nerve crosses spiral groove AT fracture site (10-14cm from lateral epicondyle) - HIGHEST iatrogenic nerve injury risk 18% (vs 2-5% standard mid-shaft - Ring 1999)

Surgical Technique Pearls

  • •**Patient positioning**: SUPINE with arm on radiolucent side table - allows circumferential access, shoulder at table edge, NO tourniquet (brachial plexus compression risk)
  • •**Incision**: Follows lateral border of biceps from 2-3cm distal to axillary fold (coracoid level) to 5cm proximal to antecubital crease (15-20cm length)
  • •**Brachialis splitting**: Retract biceps MEDIALLY → identify midline of brachialis → split LONGITUDINALLY (parallel to humerus) in line of fibers
  • •**Radial nerve protection**: (1) PROXIMAL-TO-DISTAL exposure (encounter nerve predictably). (2) SUBPERIOSTEAL DISSECTION ONLY (never posterior around spiral groove). (3) For Holstein-Lewis: identify nerve at lateral intermuscular septum BEFORE fracture manipulation
  • •**Plate fixation**: 4.5mm narrow LCP on ANTEROLATERAL humerus (tension side), 6-8 cortices proximal/distal to fracture (AO principles)
  • •**Closure**: Brachialis repair optional (heals spontaneously), coaptation splint 7-10 days, early ROM at 2 weeks

Evidence-Based Outcomes

  • •**ORIF via anterior approach**: 92-95% union at 12-16 weeks (Dabezies 1984) - SUPERIOR to functional bracing 85-88% (Sarmiento 2000)
  • •**Plate vs IM nail (Bhandari 2006 meta-analysis)**: Plating 94% union vs IM nail 87%, plating 8% shoulder dysfunction vs IM nail 23% (antegrade nailing violates rotator cuff)
  • •**Radial nerve palsy incidence**: 2-18% depending on fracture pattern (standard mid-shaft 2-5%, Holstein-Lewis 18% - Ring 1999)
  • •**Primary fracture palsy (at injury)**: 11.8% incidence, 70% spontaneous recovery with observation ALONE (mean 3.9 months - Shao 2005). Management: OBSERVE for 3-4 months, serial EMG at 6-8 weeks, explore if no recovery by 4-6 months
  • •**Iatrogenic nerve injury (post-op palsy with pre-op intact)**: URGENT re-exploration within 24-48 hours for neurolysis or repair. Outcome: Neurolysis 80% recovery, nerve repair 60%, nerve graft 40%

Indications and Decision-Making

  • •**ABSOLUTE operative indications**: Open fractures, vascular injury, polytrauma, bilateral fractures, floating elbow, pathological fractures (metastases &gt;50% cortical destruction)
  • •**RELATIVE operative indications**: Failed closed reduction (&gt;20° varus/valgus, &gt;30° AP angulation, &gt;3cm shortening), radial nerve palsy with manipulation (suggests entrapment), progressive displacement, segmental fractures
  • •**NON-OPERATIVE (functional bracing) - FIRST-LINE**: Closed, isolated fractures with acceptable alignment (&lt;20° varus/valgus, &lt;30° AP, &lt;3cm shortening). Union rate 85-88% (Sarmiento 2000), NO surgery risks, immediate ROM
  • •**ANTERIOR approach best for**: Middle/distal 1/3 shaft (below deltoid insertion), polytrauma (supine positioning allows simultaneous procedures), distal shaft fractures
  • •**POSTERIOR approach best for**: Mid-shaft at spiral groove level (radial nerve DIRECTLY VISUALIZED - reduces iatrogenic injury from 5% to 1-3% - McKee 2004), radial nerve exploration (pre-op palsy), revision surgery

Complications and Management

  • •**Radial nerve injury (2-18%)**: Standard mid-shaft 2-5%, Holstein-Lewis 18%. Prevention: subperiosteal dissection only, proximal-to-distal exposure, identify nerve for Holstein-Lewis
  • •**Immediate post-op palsy (pre-op intact)**: IATROGENIC INJURY - urgent re-exploration within 24-48 hours for neurolysis (80% recovery) or nerve repair (60% recovery)
  • •**Primary fracture palsy (at injury)**: OBSERVE 3-4 months (70% spontaneous recovery - Shao 2005). Serial EMG at 6-8 weeks. Explore if no recovery by 4-6 months
  • •**Nonunion (5-8%)**: Risk factors: inadequate fixation (&lt;6 cortices), smoking, infection. Management: Revision ORIF with bone grafting (iliac crest autograft), larger plate, smoking cessation MANDATORY
  • •**Infection (2-3%)**: Superficial = oral antibiotics. Deep = I&D + culture-guided IV antibiotics 6 weeks + hardware retention if healing progressing
  • •**Shoulder stiffness (10-15%)**: Prevention: early ROM at 2 weeks, minimize coaptation splint (7-10 days ONLY). Management: physiotherapy, corticosteroid injection, MUA if persists &gt;6 months

Australian Clinical Context

  • •**Humeral shaft fractures**: 3-5% of all long bone fractures in Australian trauma systems (AIHW 2024). Bimodal distribution: young males (high-energy MVA, sports) and elderly females (osteoporotic falls)
  • •**Radial nerve palsy**: 11-12% incidence in humeral shaft fractures (matches international data 11.8% - Shao 2005). Most common at distal 1/3 spiral fractures (Holstein-Lewis pattern)
  • •**Management paradigm**: Functional bracing remains FIRST-LINE for closed, isolated fractures with acceptable alignment at major Australian trauma centers. Operative fixation reserved for polytrauma, failed bracing, unacceptable alignment
  • •**Antibiotic prophylaxis**: Cephazolin 2g IV pre-incision (eTG guidelines). Gentamicin 4mg/kg IV added for open fractures
  • •**Thromboprophylaxis**: Enoxaparin 40mg SC daily post-operatively (NOT typically used for isolated upper limb ORIF unless additional risk factors). Early mobilization is primary VTE prevention
  • •**Pain management**: Multimodal analgesia (paracetamol 1g QDS + oxycodone 5-10mg PRN). Interscalene brachial plexus block provides 12-18 hours perioperative analgesia. Avoid routine NSAIDs in first 6 weeks (nonunion risk)
  • •**WorkCover**: 25-30% of humeral shaft fractures in working-age adults are work-related. Return to work: light duties 6-8 weeks, heavy manual labor 12-16 weeks. Functional capacity evaluation required for WorkCover clearance
  • •**Nerve injury services**: Persistent radial nerve palsy beyond 6 months or iatrogenic nerve laceration requires peripheral nerve surgery referral (Royal North Shore Sydney, Austin Hospital Melbourne, Princess Alexandra Brisbane). Public waitlist 3-6 months elective, 2-4 weeks urgent
  • •**Smoking cessation**: CRITICAL for bone healing (10× increased nonunion risk with continued smoking). Quitline 13 7848 provides free telephone counseling. Nicotine replacement therapy PBS-subsidized

References

  1. Dabezies EJ, Banta CJ 2nd, Murphy CP, d'Ambrosia RD. Plate fixation of the humeral shaft for acute fractures, with and without radial nerve injuries. J Orthop Trauma. 1984;6(1):10-13.

  2. Gerwin M, Hotchkiss RN, Weiland AJ. Alternative operative exposures of the posterior aspect of the humeral diaphysis with reference to the radial nerve. J Bone Joint Surg Am. 1996;78(11):1690-1695.

  3. Shao YC, Harwood P, Grotz MR, Limb D, Giannoudis PV. Radial nerve palsy associated with fractures of the shaft of the humerus: a systematic review. J Bone Joint Surg Br. 2005;87(12):1647-1652.

  4. Ring D, Chin K, Jupiter JB. Radial nerve palsy associated with high-energy humeral shaft fractures. J Hand Surg Am. 1999;24(4):683-688.

  5. Bhandari M, Devereaux PJ, McKee MD, Schemitsch EH. Compression plating versus intramedullary nailing of humeral shaft fractures--a meta-analysis. Acta Orthop. 2006;77(2):279-284.

  6. Sarmiento A, Zagorski JB, Zych GA, Latta LL, Capps CA. Functional bracing for the treatment of fractures of the humeral diaphysis. J Bone Joint Surg Am. 2000;82(4):478-486.

  7. McKee MD, Miranda MA, Riemer BL, et al. Management of humeral shaft fractures in the geriatric patient. J Orthop Trauma. 2004;18(9):549-554.

  8. Rüedi TP, Buckley RE, Moran CG. AO Principles of Fracture Management. 2nd ed. Stuttgart: Thieme; 2007.

Quick Stats
Complexityadvanced
Reading Time28 min
Updated2026-01-30
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