Brachial Plexus Exploration Approach

Shoulder & ElbowAdvancedCore Procedure

Brachial Plexus Exploration Approach

Combined supraclavicular and infraclavicular surgical approach to the brachial plexus for advanced orthopaedic practice and advanced orthopaedic practice - positioning, interscalene and deltopectoral planes, step-by-step dissection of trunks and cords, danger structures, nerve transfer and closure for the Operative Surgery exam

High-yield overview

Combined supraclavicular and infraclavicular exploration

C5 to T1Ventral rami forming the roots
3 / 3Trunks then cords
Beach chairPosition for combined exposure
PhrenicOn anterior scalene - protect at all times
Critical Must-Knows
  • A combined exposure links the interscalene space (trunks) to the deltopectoral region (cords) across the clavicle.
  • The phrenic nerve runs on the anterior surface of scalenus anterior from lateral to medial - identify and protect it.
  • The long thoracic nerve (of Bell) pierces scalenus medius and descends on serratus anterior - at risk with posterior retraction.
  • The thoracic duct lies low and medial on the LEFT side - identify and ligate if injured.
  • The axillary artery is the reference landmark around which the cords are named.

When & Why

What it exposes. The combined approach exposes the brachial plexus from the roots and trunks above the clavicle, through the divisions behind it, to the cords and terminal branches below. The supraclavicular limb works in the posterior triangle of the neck; the infraclavicular limb works in the deltopectoral interval. Where they meet, the clavicle is left intact for two separate windows or osteotomised for one continuous field. Three variants.

Approach variants
VariantWhere it worksWhat it reaches
SupraclavicularAbove the clavicle in the posterior triangleTrunks and proximal divisions
InfraclavicularBelow the clavicle through the deltopectoral intervalCords and terminal branches
CombinedStepladder across the clavicle, with or without osteotomyPan-plexus lesions and nerve transfers

Why a combined approach is chosen. Adult traumatic lesions frequently span the clavicle. A preganglionic (avulsion) injury may be reconstructed with distal nerve transfers in the infraclavicular region, while a postganglionic rupture of the upper trunk is addressed supraclavicularly. A combined exposure lets the surgeon map the whole lesion, stimulate and record across segments, and route grafts or transfers without a second incision. Primary indications:

  • Traumatic brachial plexus exploration - closed traction (stretch, rupture or avulsion) injury to confirm the lesion and perform repair, grafting or nerve transfer
  • Penetrating injury with neurological deficit - sharp laceration allows primary repair within a healthy window
  • Plexus tumour - benign nerve sheath tumours (schwannoma, neurofibroma) and malignant or secondarily invasive masses
  • Thoracic outlet syndrome - first rib resection and plexus decompression when conservative measures fail
  • Nerve transfer procedures - reconstruction of shoulder, elbow and hand function after irreversible injury
  • Pain procedures - selected cases of intractable neuropathic pain Contraindications:
  • Complete preganglionic avulsion of all roots with no reconstructable targets and no donor nerves
  • Medical unfitness for prolonged general anaesthesia or steep positioning
  • Early presentation of a closed traction injury with neurapraxia expected to recover (observe with serial examination and electrodiagnostics first)
  • Active soft tissue infection over the planned incision Selecting the exposure. The choice of supraclavicular, infraclavicular or combined exposure follows the anatomical level of the lesion and the planned reconstructive strategy.
Selecting the exposure
Clinical problemTypical levelPreferred exposureReconstruction
Upper trunk rupture (C5, C6)SupraclavicularSupraclavicularNerve graft or transfer
Preganglionic avulsionRoot to trunkSupraclavicular with distal transferNerve transfers (e.g. spinal accessory to suprascapular, Oberlin)
Cord or terminal branch lesionInfraclavicularInfraclavicularGraft or direct repair
Pan-plexus lesionAcross the clavicleCombined with or without clavicular osteotomyMixed grafts and transfers
Plexus tumourVariableDirected to the tumourEnucleation or resection
Thoracic outlet syndromeSupraclavicularSupraclavicularFirst rib resection and band release

Preoperative planning. A combined plexus exploration is planned on a clear map of the lesion, not discovered at the table. Preoperative work-up defines which elements are injured and whether the injury is preganglionic (avulsion) or postganglionic (rupture), because this distinction changes the operation from grafting to nerve transfer. - Clinical examination - grade every muscle (MRC scale 0 to 5) and map the sensory deficit, including the preterminal branches (serratus anterior for the long thoracic nerve, rhomboids for the dorsal scapular nerve, supraspinatus and infraspinatus for the suprascapular nerve)

  • High-resolution MRI of the plexus - identifies pseudomeningocoeles (suggesting root avulsion), neuromas in continuity and tumour
  • CT myelography - sensitive for detecting nerve root avulsion when MRI is equivocal
  • Electrodiagnostic studies - serial electromyography and nerve conduction studies to document the absence of recovery before exploration
  • Intraoperative planning tools - nerve action potentials recorded across a lesion in continuity distinguish a conducting (recovering) segment from a non-conducting one that must be resected and grafted Alternative and supplementary approaches:
  • Posterior (subscapular) approach to the plexus - rarely used, avoids the clavicle but is unfamiliar to most surgeons
  • Arm and forearm approaches to individual terminal branches (axillary, radial, musculocutaneous, median, ulnar) for distal lesions
  • Scapular and shoulder approaches when a free functioning muscle transfer must be docked to distal targets
  • Endoscopic thoracic outlet decompression for selected thoracic outlet syndrome cases
Timing of exploration

For closed traction injuries, exploration is generally undertaken around 3 to 6 months when there is no clinical or electrodiagnostic recovery, because delayed reconstruction beyond this window compromises motor endplate viability. Sharp, clean lacerations from penetrating trauma are explored and repaired primarily when they present within a healthy soft tissue envelope.

The Exposure

Overview. The combined approach exposes the trunks above the clavicle, the divisions and cords below it, and the terminal branches that cross the shoulder. The plexus itself is the surgical target, so the dissection is defined less by a classical internervous plane and more by the safe anatomical intervals that bracket it. Work from superficial to deep in each window, protecting the named nerves at every layer. Brachial plexus anatomy to orient the dissection:

  • Roots - ventral rami of C5, C6, C7, C8 and T1 (a prefixed plexus receives C4; a postfixed plexus receives T2)
  • Trunks - upper (C5, C6), middle (C7) and lower (C8, T1)
  • Divisions - each trunk splits into anterior and posterior divisions (six in total)
  • Cords - lateral (anterior divisions of upper and middle trunks), medial (anterior division of lower trunk) and posterior (all three posterior divisions)
  • Terminal branches - musculocutaneous, axillary, radial, median, ulnar, and the medial cutaneous nerves of arm and forearm Key preterminal branches to know during exploration:
  • From the roots - dorsal scapular (C5) to rhomboids; long thoracic (C5, C6, C7) to serratus anterior
  • From the upper trunk - suprascapular (supraspinatus and infraspinatus); nerve to subclavius
  • From the lateral cord - lateral pectoral nerve
  • From the medial cord - medial pectoral, medial cutaneous of arm, medial cutaneous of forearm
  • From the posterior cord - upper and lower subscapular, thoracodorsal (latissimus dorsi) Internervous plane. There is no classical internervous muscular plane above the clavicle. The supraclavicular exposure exploits the interscalene groove between scalenus anterior and scalenus medius, where the trunks lie with the upper trunk most superficial - it is intermuscular rather than internervous. Below the clavicle a true internervous plane exists in the deltopectoral groove between deltoid (axillary nerve) laterally and pectoralis major (medial and lateral pectoral nerves) medially; deep to this, pectoralis minor is retracted laterally or detached from the coracoid to reveal the cords around the axillary artery.
Anatomical zones of the combined approach
ZoneLandmarkNeural targetKey danger
SupraclavicularInterscalene grooveTrunks and proximal divisionsPhrenic and long thoracic nerves
RetroclavicularBehind the clavicleDivisionsSubclavian vessels and subclavius
InfraclavicularDeltopectoral intervalCords and terminal branchesAxillary artery and vein
CombinedStepladder across clavicleWhole plexusAll of the above plus clavicular nonunion
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Image Needed: Clinical PhotoHigh Priority

Intra-operative photograph of a combined brachial plexus exploration: a stepladder incision crossing the clavicle joining a supraclavicular window over the interscalene groove to a deltopectoral window below, with vessel loops protecting the phrenic nerve on scalenus anterior and sling loops around the upper trunk and the cords around the axillary artery.

Context: A verified image is being sourced for this exposure.

Pending image generation or sourcing

Exposure sequence

Step 1Position, surface landmarks and incision planning
  • Beach chair or semi-sitting position is most common for a combined exposure, with the head turned to the opposite side and supported on a head ring; a small sandbag or roll beneath the ipsilateral scapula throws the clavicle and posterior triangle forward.
  • The arm is free-draped so it can be moved, abducted and positioned to relax the plexus and to harvest a nerve graft.
  • Alternatives: supine for an isolated supraclavicular exposure; lateral when a simultaneous posterior approach or free muscle transfer is planned.
  • Surface landmarks: the clavicle (central reference dividing the two fields), the lateral border of sternocleidomastoid (medial limit of the posterior triangle), trapezius (posterior boundary), the coracoid process and deltopectoral groove (infraclavicular landmarks), and the inferior belly of omohyoid (divides the posterior triangle).
  • Supraclavicular incision: transverse, parallel and roughly 1 to 2 cm above the clavicle, centred over the interscalene groove, from the lateral border of sternocleidomastoid toward the trapezius.
  • Infraclavicular incision: deltopectoral, from just below the clavicle over the coracoid, extending distally along the groove.
  • Combined: the two incisions are joined across the clavicle as a Z-shaped or stepladder (zig-zag) crossing to avoid a straight contracture line over the bone.
Step 2Skin, platysma and the superficial layer
  • Incise skin, then divide the platysma in the line of the incision and raise subplatysmal flaps for a clean, mobile field.
  • The external jugular vein crosses sternocleidomastoid obliquely toward the clavicle - ligate and divide it cleanly if it crosses the field.
  • The supraclavicular nerves (C3, C4) are small sensory branches crossing the field to supply the skin over the shoulder; protect them to avoid a numb patch.
  • The inferior belly of omohyoid crosses the posterior triangle - identify it, retract it or divide it to open the deeper layers.
  • Mobilise the scalene fat pad overlying the plexus and retract it superolaterally; it carries the transverse cervical vessels and, on the left, may be crossed by the thoracic duct.
Step 3Scalenus anterior and the phrenic nerve
  • Identify scalenus anterior. The phrenic nerve (C3, C4, C5) runs on its anterior surface from lateral to medial.
  • Mobilise it gently and protect it with a vessel loop before any retraction - injury paralyses the ipsilateral hemidiaphragm and is a particular problem in patients with compromised respiratory reserve.
  • The subclavian artery passes posterior to scalenus anterior, grooving the first rib; the subclavian vein lies anterior to it - plan vascular control before dissecting in scar.
Step 4Open the interscalene groove and expose the trunks
  • Open the interval between scalenus anterior (medially) and scalenus medius (laterally). This is an intermuscular interval, not a classical internervous plane.
  • The upper trunk (C5, C6) is the most superficial and is usually encountered first, followed by the middle (C7) and lower (C8, T1) trunks.
  • Dissect each trunk circumferentially and sling it with a vascular loop so it can be lifted, stimulated and traced; stay on the surface of the nerve and use magnification (loupes or the operating microscope) once you are working on the plexus itself.
  • Deep dangers in this layer: the long thoracic nerve of Bell (C5, C6, C7) pierces scalenus medius and descends on its superficial surface - avoid forceful posterior retraction of the middle scalene. The dorsal scapular nerve (C5) pierces scalenus medius and runs with the dorsal scapular artery. The suprascapular nerve branches from the upper trunk and passes posterolaterally with the suprascapular artery toward the scapular notch. The transverse cervical and suprascapular vessels (from the thyrocervical trunk) cross the field and are often ligated to mobilise the trunks.
Step 5Infraclavicular limb: the deltopectoral interval
  • Incise along the deltopectoral groove from just below the clavicle over the coracoid process.
  • Identify the cephalic vein in the deltopectoral groove; ligate and divide it or mobilise it laterally according to preference.
  • Develop the true internervous plane between deltoid (axillary nerve), retracted laterally, and pectoralis major (medial and lateral pectoral nerves), retracted medially.
  • For wider exposure, release or split the clavicular head of pectoralis major; tag any detached tendon for repair at closure.
Step 6Pectoralis minor and the cords around the axillary artery
  • Identify pectoralis minor running to the coracoid; retract it laterally or detach it from the coracoid (protected with a stay suture) to expose the cords.
  • The lateral, posterior and medial cords surround the second part of the axillary artery deep to pectoralis minor. Identify and sling the artery first, then define each cord by its position relative to it - lateral cord lateral, medial cord medial, posterior cord posterior.
  • Trace the terminal branches - musculocutaneous, axillary, radial, median and ulnar - as they form from the cords.
  • The musculocutaneous nerve leaves the lateral cord and pierces coracobrachialis - it is vulnerable where it dives into the muscle and must be preserved during lateral cord work. The lateral pectoral nerve crosses anterior to the artery to pectoralis major; the medial cord and ulnar nerve run on the medial side of the artery, vulnerable to over-medial retraction. Obtain proximal and distal vascular control before dissecting scarred or retracted nerves.
Step 7Crossing the clavicle (when continuous exposure is needed)
  • For pan-plexus lesions, a stepladder incision unites the two limbs; for one continuous field, perform a clavicular osteotomy.
  • Predrill and preplate before osteotomising, divide the subclavius, osteotomise, and retract the bone ends, taking care of the underlying subclavian vessels.
  • Reserve it for cases that genuinely need cross-clavicular access - it adds nonunion, hardware prominence and infection risk.
Step 8Closure in layers
  • Achieve meticulous haemostasis; on the left side, inspect for and control any chyle leak.
  • Re-approximate the scalene fat pad over the plexus to cover and protect it.
  • Reattach pectoralis minor to the coracoid and repair pectoralis major if its tendon was released.
  • If a clavicular osteotomy was made, fix it rigidly with a plate or heavy sutures according to the pre-planned construct.
  • Close the platysma in a separate layer for cosmesis and to contain any chyle; close skin and leave a drain, particularly after a left-sided exploration.
Protect the phrenic and long thoracic nerves at every step

The phrenic nerve runs on the anterior surface of scalenus anterior from lateral to medial - identify it, mobilise it and protect it with a vessel loop before any retraction, since injury paralyses the ipsilateral hemidiaphragm. The long thoracic nerve of Bell pierces scalenus medius and descends on its surface to serratus anterior - never apply forceful posterior retraction to the middle scalene, or a winged scapula results. Use magnification and atraumatic vessel loops rather than metal retractors on neural tissue, and recheck the distal pulses after retraction.

Confirm avulsion before you reconstruct

Distinguish preganglionic avulsion (root torn from the cord - irreparable at the root, treated with nerve transfers) from postganglionic rupture (repairable with grafts). Combine preoperative MRI and CT myelography with intraoperative nerve action potential recording across the lesion before committing to a plan - a conducting segment is left, a non-conducting one is resected and grafted.

Dangers & Extensions

The structures at risk are best organised by the layer in which they are encountered - naming them per layer is a classic examination structure for this approach. Superficial layer (skin, subcutaneous tissue, platysma):

  • Supraclavicular nerves (sensory, C3, C4)
  • External jugular vein
  • Cephalic vein (infraclavicular) Interscalene layer (supraclavicular):
  • Phrenic nerve on anterior scalene
  • Long thoracic nerve of Bell on scalenus medius
  • Dorsal scapular nerve piercing scalenus medius
  • Suprascapular nerve from the upper trunk
  • Subclavian artery (posterior to scalenus anterior) and subclavian vein (anterior)
  • Transverse cervical and suprascapular vessels
  • Thoracic duct (left side only) Infraclavicular layer (cords and terminal branches):
  • Axillary artery and vein
  • Lateral, posterior and medial cords
  • Musculocutaneous nerve (pierces coracobrachialis)
  • Lateral and medial pectoral nerves
Critical structures and their protection
StructureWhere foundConsequence of injuryProtection
Phrenic nerveOn anterior scaleneHemidiaphragm paralysisVessel loop, mobilise medially
Long thoracic nervePierces scalenus mediusWinged scapulaAvoid posterior retraction of middle scalene
Thoracic ductLeft side, low and medialChylous leakLigate between clips, leave a drain
Subclavian and axillary vesselsAcross the fieldMajor haemorrhageProximal and distal control before dissection
Musculocutaneous nerveExits lateral cord into coracobrachialisLoss of elbow flexionIdentify before lateral cord work

Extensile options. Extend the supraclavicular limb proximally along the interscalene groove toward the intervertebral foramina (formal intraforaminal root work is rare and shared with neurosurgery). Unite the two limbs by crossing the clavicle with a stepladder incision, or by a clavicular osteotomy for continuous exposure. Extend the infraclavicular limb distally down the deltopectoral groove and medial arm to expose the terminal branches, connecting with arm and forearm approaches for distal nerve work. Clavicular osteotomy morbidity. A clavicular osteotomy converts separate exposures into one continuous field for pan-plexus lesions, but it adds nonunion, hardware prominence and infection risk. Predrill and preplate before osteotomising, repair rigidly, and reserve it for cases that genuinely need cross-clavicular access.

Procedures Through This Approach

  • Neurolysis - external neurolysis to free the plexus from scar, callus or tumour
  • Primary nerve repair - direct epineurial or fascicular repair of sharp, clean transections
  • Nerve grafting - interposition autograft (sural nerve, medial antebrachial cutaneous nerve) for postganglionic rupture with a gap
  • Nerve transfers - spinal accessory to suprascapular; triceps branch to axillary; partial ulnar fascicle to the musculocutaneous nerve (Oberlin) or a double fascicular transfer; intercostal nerves to the musculocutaneous nerve; medial pectoral nerve for free muscle transfer
  • Tumour excision - enucleation of benign nerve sheath tumours or margin-wide resection of malignancy
  • Thoracic outlet decompression - first rib resection and release of congenital bands

Viva & Exam Focus

Mnemonic

PLEXUSPLEXUS - combined exposure sequence

P
Platysma and skin
Incision parallel and above the clavicle; raise subplatysmal flaps
L
Ligate external jugular
Protect the supraclavicular nerves crossing the field
E
Expose scalenus anterior
Phrenic nerve runs on it - protect with a vessel loop
X
X-posure of the trunks
Open the interscalene groove between the scalenes
U
Under the clavicle
Deltopectoral interval to reach the cords
S
Sling the axillary artery
Cords are named around the artery - control and protect it
Mnemonic

TRUNKSTRUNKS - supraclavicular dangers

T
Trunks between the scalenes
Anterior scalene medially, middle scalene laterally
R
Retract phrenic medially
It travels on anterior scalene from lateral to medial
U
Upper trunk most superficial
Usually the first trunk identified
N
Nerve of Bell behind
Long thoracic nerve pierces middle scalene
K
Keep the subclavian artery in mind
It lies posterior to anterior scalene on the first rib
S
Scan for the thoracic duct
Low and medial on the left side only
Mnemonic

CORDSCORDS - infraclavicular relationships

C
Cords surround the artery
Named by position around the second part of the axillary artery
O
Order around the artery
Lateral, posterior and medial cords
R
Radial and axillary off posterior cord
Posterior cord gives the two largest terminal branches
D
Do not injure musculocutaneous
It leaves the lateral cord and pierces coracobrachialis
S
Sling and protect the axillary artery
It is the navigational landmark deep to pectoralis minor

Clinical Decision Scenarios

Practise clinical reasoning and management decisions out loud

Viva scenarioStandard
Clinical prompt

A 24-year-old motorcyclist sustained a closed right upper trunk traction injury three months ago with no recovery. Describe your surgical approach to explore the upper trunk.

Practical approach
Begin with full preoperative work-up: document the neurological deficit and grade each muscle, confirm the level with MRI of the plexus and CT myelography to look for pseudomeningocoeles suggesting avulsion, and review electrodiagnostic studies. Position the patient in the beach chair position with the head turned to the left and a sandbag behind the ipsilateral scapula. Mark the clavicle, the lateral border of sternocleidomastoid and the interscalene groove. Make a supraclavicular incision parallel and about 1 to 2 cm above the clavicle, centred over the groove. Divide the platysma, ligate the external jugular vein if it is in the way, and protect the supraclavicular nerves. Mobilise the scalene fat pad superolaterally and identify scalenus anterior. Find the phrenic nerve on its anterior surface running lateral to medial, mobilise it and protect it with a vessel loop. Open the interscalene groove between scalenus anterior and scalenus medius. The upper trunk is the most superficial trunk; sling it and trace it proximally and distally, using intraoperative nerve action potentials to distinguish a conducting (recovering or neurapraxic) segment from a non-conducting rupture. Avoid forceful posterior retraction of scalenus medius to protect the long thoracic nerve. If the trunk is ruptured but conducts proximally, resect to healthy fascicles and reconstruct with sural nerve cable grafts. Confirm the plan, achieve haemostasis, re-approximate the fat pad, close the platysma and skin, and leave a drain.
Key clinical points
Beach chair position, head turned away, sandbag behind the scapula
Supraclavicular incision parallel and above the clavicle over the interscalene groove
Divide platysma, manage the external jugular vein, protect supraclavicular nerves
Identify and protect the phrenic nerve on scalenus anterior before any retraction
Open between scalenus anterior and scalenus medius; upper trunk is most superficial
Use nerve action potentials to guide resection and grafting decisions
Protect the long thoracic nerve by avoiding posterior retraction of the middle scalene
Close in layers with the fat pad over the plexus and a drain
Common pitfalls
Not identifying the phrenic nerve before mobilising the scalenes
Confusing the upper trunk with the surrounding fat and vessels
Forgetting the long thoracic nerve on scalenus medius
Failing to use intraoperative recordings to distinguish rupture from avulsion
Further questions
How would you reconstruct the upper trunk if it is avulsed rather than ruptured, what donor nerves are available for transfer to restore shoulder abduction, and how do you manage a phrenic nerve injury recognised intraoperatively?
Viva scenarioAdvanced
Clinical prompt

A patient has a complete, flail arm from a closed traction injury with elements at both trunk and cord level. How would you plan and execute a combined supraclavicular and infraclavicular exposure?

Practical approach
Plan starts with preoperative imaging and electrodiagnostics to map preganglionic versus postganglionic injury across the whole plexus, because a pan-plexus lesion is reconstructed with a combination of grafts and transfers and the strategy depends on which segments are avulsed. Position the patient in the beach chair position with the arm free-draped so the hand and forearm are accessible for graft harvest and for assessing end targets. Mark a stepladder incision that crosses the clavicle, joining a supraclavicular incision over the interscalene groove to a deltopectoral incision below. Begin supraclavicularly: divide the platysma, manage the external jugular vein, protect the supraclavicular nerves, mobilise the scalene fat pad, identify and protect the phrenic nerve on scalenus anterior, and open the interscalene groove to expose the trunks. Then move infraclavicularly: open the deltopectoral interval, ligate or mobilise the cephalic vein, retract deltoid laterally and pectoralis major medially, detach or retract pectoralis minor from the coracoid, and identify the cords around the axillary artery. If a single continuous field is required to route grafts across the clavicle, perform a clavicular osteotomy after predrilling and preplating, dividing the subclavius and retracting the bone ends, taking care of the underlying subclavian vessels. Reconstruct according to priority: restore elbow flexion first, then shoulder stability and abduction, then hand sensation and grasp, using grafts for ruptured postganglionic segments and nerve transfers (such as spinal accessory to suprascapular, Oberlin transfer to the musculocutaneous nerve, and intercostal transfers) for avulsed segments. On closure, fix the clavicle if osteotomised, reattach pectoralis minor and repair pectoralis major, close the platysma and skin, and leave a drain.
Key clinical points
Preoperative mapping of preganglionic versus postganglionic injury drives the plan
Beach chair position with the arm free-draped for access to targets and graft harvest
Stepladder incision crossing the clavicle joins supraclavicular and infraclavicular windows
Supraclavicular dissection identifies the trunks with phrenic nerve protection
Infraclavicular dissection exposes the cords around the axillary artery
Clavicular osteotomy gives a continuous field but adds nonunion risk
Reconstruction priority: elbow flexion, then shoulder, then hand
Combination of nerve grafts and nerve transfers as dictated by the lesion
Common pitfalls
Operating without a preoperative map of avulsion versus rupture
Damaging the phrenic or long thoracic nerve during supraclavicular dissection
Performing a clavicular osteotomy without predrilling and preplating
Losing orientation to the axillary artery in a scarred infraclavicular field
Further questions
When would you choose a clavicular osteotomy versus two separate windows, how do you prioritise which functions to reconstruct in a pan-plexus lesion, and what are the donor nerve options for restoring elbow flexion?
Viva scenarioStandard
Clinical prompt

Describe the structures at risk during a combined brachial plexus exploration and how you protect each one.

Practical approach
Name the structures by layer. In the superficial layer, the supraclavicular nerves and the external jugular vein are encountered; protect the nerves to avoid a numb shoulder and ligate the external jugular vein cleanly. In the interscalene layer, the phrenic nerve runs on the anterior surface of scalenus anterior from lateral to medial and must be identified and protected with a vessel loop, since injury paralyses the ipsilateral hemidiaphragm. The long thoracic nerve of Bell forms from C5, C6 and C7, pierces scalenus medius and descends on its surface to serratus anterior; avoid forceful posterior retraction of the middle scalene to prevent a winged scapula. The dorsal scapular nerve pierces scalenus medius and the suprascapular nerve leaves the upper trunk. The subclavian artery lies posterior to scalenus anterior on the first rib and the subclavian vein anterior to it, so vascular control must be planned. The transverse cervical and suprascapular vessels cross the field and are often ligated. On the left side, the thoracic duct arcs low and medial and must be identified and ligated if divided to prevent a chyle leak. In the infraclavicular layer, the axillary artery and vein sit among the cords; obtain proximal and distal control before dissecting in scar. The musculocutaneous nerve leaves the lateral cord and pierces coracobrachialis and must be preserved, and the lateral and medial pectoral nerves cross the field to pectoralis major. Throughout, use magnification, stay on the surface of the nerves, use atraumatic vessel loops rather than metal retractors on neural tissue, and recheck the pulses after retraction.
Key clinical points
Superficial: supraclavicular nerves and external jugular vein
Phrenic nerve on anterior scalene - protect with a vessel loop
Long thoracic nerve pierces scalenus medius - avoid posterior retraction
Subclavian and axillary vessels - obtain proximal and distal control
Thoracic duct on the left side - ligate if injured, leave a drain
Musculocutaneous nerve pierces coracobrachialis - preserve during lateral cord work
Use magnification and atraumatic technique on the plexus
Recheck distal pulses after retraction
Common pitfalls
Forgetting the thoracic duct on the left side
Retracting scalenus medius posteriorly and injuring the long thoracic nerve
Not obtaining vascular control before dissecting in scar
Using metal retractors directly on neural tissue
Further questions
How would you recognise and manage a chyle leak postoperatively, what is the significance of a winged scapula after plexus surgery, and how do you investigate a postoperative hemidiaphragm paralysis?
Exam day cheat sheet
Brachial plexus exploration - exam-day essentials

Position and incision

  • Beach chair position, head turned away, sandbag behind the ipsilateral scapula
  • Arm free-draped for access to targets and graft harvest
  • Supraclavicular incision parallel and above the clavicle over the interscalene groove
  • Infraclavicular incision in the deltopectoral groove
  • Combined: stepladder incision crossing the clavicle, with or without osteotomy

Internervous plane

  • Supraclavicular: intermuscular interval between scalenus anterior and scalenus medius
  • Infraclavicular: true internervous plane between deltoid (axillary n.) and pectoralis major (pectoral n.)
  • Pectoralis minor retracted laterally or detached from the coracoid
  • Trunks lie in the interscalene groove, upper trunk most superficial
  • Cords named around the second part of the axillary artery

Critical structures to protect

  • Phrenic nerve on anterior scalene (lateral to medial) - vessel loop
  • Long thoracic nerve of Bell pierces scalenus medius - avoid posterior retraction
  • Dorsal scapular nerve (C5) pierces scalenus medius
  • Thoracic duct on the LEFT side - ligate if injured
  • Subclavian and axillary vessels - proximal and distal control
  • Musculocutaneous nerve pierces coracobrachialis

Procedures performed

  • External neurolysis of scarred or compressed elements
  • Primary repair of sharp, clean transections
  • Autologous nerve grafting for postganglionic rupture (sural, MABC)
  • Nerve transfers (spinal accessory to suprascapular, Oberlin, intercostal to musculocutaneous)
  • Tumour excision and thoracic outlet decompression with first rib resection

Extensions

  • Proximal: along the interscalene groove toward the foramina
  • Cross-clavicular: stepladder or clavicular osteotomy for continuous exposure
  • Distal: along the deltopectoral groove and medial arm to the terminal branches
  • Predrill and preplate before any clavicular osteotomy
  • Repair pectoralis major and minor and fix the clavicle on closure

Closure and complications

  • Re-approximate the scalene fat pad over the plexus
  • Repair pectoralis major and minor, fix the clavicle if osteotomised
  • Close the platysma and skin; leave a drain (especially on the left)
  • Watch for chylous leak, haematoma and hemidiaphragm paralysis
  • Immobilise and protect transfers as indicated

References

Guidelines, Registries and Global Practice Brachial plexus reconstruction is practised at specialist units worldwide, and the principles converge across examination systems. The evaluation and management of adult traumatic injuries are informed by the Narakas and Sunderland frameworks, high-resolution MRI and CT myelography for lesion localisation, and intraoperative nerve action potentials to guide resection and reconstruction. Side-by-side principles (where guidance converges): | Body | Position on adult brachial plexus injury |

|------|------------------------------------------| | AO Foundation / AS nerve injury principles | Microsurgical technique, intraoperative action potential recording, early reconstruction of sharp lacerations and delayed reconstruction of closed traction injuries once recovery is excluded | | BOA / BOAST (nerve injury) | Specialist referral, meticulous preoperative assessment and documentation, reconstruction by a surgeon with peripheral nerve expertise | | International consensus (nerve transfer) | Prioritise restoration of elbow flexion, then shoulder stability and abduction, then hand function; use expendable donor nerves to minimise donor morbidity | Population and outcome context:

  • Adult traumatic brachial plexus injuries are most common in young men after high-energy motorcycle crashes, with a traction mechanism that frequently produces a combination of preganglionic avulsion and postganglionic rupture.
  • Outcomes depend on the level and completeness of the lesion, the time to reconstruction, and the quality of the donor nerves and end targets; proximal muscle recovery (shoulder and elbow) is generally more reliable than distal (hand) recovery. Global practice variation. In well-resourced centres, microsurgical reconstruction with grafting and nerve transfers is standard, frequently combined at a second stage with free functioning muscle transfer and secondary tendon procedures. In resource-limited settings, the same priorities are pursued with simpler grafting and palliative tendon transfers, accepting that distal hand reconstruction may be limited. Consent (globally applicable). Discuss phrenic nerve injury and hemidiaphragm paralysis, long thoracic nerve injury and winged scapula, vascular injury (subclavian and axillary vessels), chylous leak on the left side, incomplete or delayed recovery, the need for staged secondary procedures, and persistent neuropathic pain.
Orthopaedic relevance

For the Operative Surgery station, you must be able to describe the combined approach systematically: positioning and incisions, the interscalene and deltopectoral planes, the step-by-step superficial-to-deep dissection, the structures at risk named by layer (phrenic, long thoracic, dorsal scapular, thoracic duct, subclavian and axillary vessels, musculocutaneous), the procedures performed, and a safe layered closure.

Evidence

Nerve transfer to biceps using a part of ulnar nerve for C5-C6 avulsion

Oberlin C, Beal D, Leechavengvongs S, Salon A, Dauge MC, Sarcy JJJournal of Hand Surgery (British and European) (1994)

Landmark description of transferring a single fascicle of the ulnar nerve to the motor branch of the musculocutaneous nerve to restore elbow flexion. - Designed for upper trunk (C5-C6) avulsion where biceps is denervated but ulnar nerve function is preserved.

  • Recovery of useful elbow flexion was demonstrated in the original small series.
  • Established the principle of using an intact, expendable nearby donor nerve for a critical lost function.
Evidence

Transfer of the spinal accessory nerve to the suprascapular nerve for shoulder function

Songcharoen PClinical Orthopaedics and Related Research (1996)

Describes spinal accessory to suprascapular nerve transfer to restore shoulder abduction and external rotation. - Particularly useful for upper trunk avulsion where suprascapular function is lost.

  • A large reported series supported reliable recovery of shoulder movement.
  • Became a standard component of reconstruction for upper plexus injuries.
Evidence

Double free-muscle transfer to reconstruct prehension after complete avulsion

Doi K, Kuwata N, Muramatsu K, Hattori Y, Kawai SJournal of Hand Surgery (American) (1995)

Describes the use of two free functioning gracilis muscle transfers to reconstruct elbow flexion and finger extension or flexion after complete (pan-plexus) avulsion. - Combines the free muscles with nerve transfers (such as spinal accessory and intercostal nerves) as donors.

  • Provided a reconstructive option for the previously unsalvageable flail limb.
  • Established a staged global reconstruction strategy for complete avulsion.
Evidence

The surgical treatment of brachial plexus injuries in adults

Terzis JK, Papakonstantinou KCPlastic and Reconstructive Surgery (2000)

Large single-surgeon outcome series reporting functional results after brachial plexus reconstruction in adults. - Supports the use of nerve grafting for postganglionic rupture and neurotisation (nerve transfer) for avulsion.

  • Identifies factors associated with outcome including level of injury, time to surgery and quality of donors and targets.
  • Reinforces early reconstruction and prioritisation of proximal (elbow and shoulder) function.
Evidence

Double fascicular transfer for elbow flexion (ulnar and median fascicles to biceps and brachialis)

Mackinnon SE, Novak CB, Myckatyn TM, Tung THJournal of Hand Surgery (American) (2005)

Refined the Oberlin principle by transferring fascicles to reinnervate both biceps and brachialis for stronger elbow flexion. - Reported reliable recovery of elbow flexion using donor fascicles from both the ulnar and median nerves.

  • Demonstrated minimal measurable donor morbidity when selecting expendable fascicles.
  • Established the double fascicular transfer as a benchmark reconstruction for elbow flexion.
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