Subscapularis (McLaughlin) or lesser tuberosity (modified Neer / Hawkins) transfer into a reverse Hill-Sachs defect | advanced
- The reverse Hill-Sachs (anteromedial humeral head impaction) defect is the pathoanatomy that drives recurrent posterior instability after a locked posterior dislocation. When the defect involves roughly 20 to 40 percent of the articular surface and engages the posterior glenoid rim in functional positions, the McLaughlin procedure (subscapularis tendon transfer into the defect) or the modified Neer / Hawkins transfer (lesser tuberosity osteotomy with attached subscapularis) blocks re-engagement and restores a congruent joint.
- Locked posterior dislocation is the classic MISSED shoulder dislocation - up to 50 percent are initially overlooked. Seizure, electrocution, and high-energy trauma are the three classic mechanisms. The lightbulb sign on AP radiograph (humerus locked in internal rotation with a rounded, symmetric head contour) is the pathognomonic finding - look for it in any post-ictal or post-electrocution patient with a stiff, painful shoulder.
- Defect size drives the surgical algorithm: less than 20 percent may be managed nonoperatively or with disimpaction and bone grafting; 20 to 40 percent is the McLaughlin / modified Neer zone; greater than 40 to 50 percent, head collapse, or established arthritis mandates allograft reconstruction (femoral head, distal tibia, iliac crest) or arthroplasty (hemiarthroplasty in young patients, reverse total shoulder arthroplasty in older patients).
- Operative approach is DELTOPECTORAL - the same approach used for anterior shoulder instability and anatomic shoulder arthroplasty. Position the patient in beach-chair with the arm draped free; identify and protect the axillary nerve, musculocutaneous nerve, and the subscapularis insertion on the lesser tuberosity. Postoperative rehabilitation protects the subscapularis repair for 6 weeks (sling, no active internal rotation against resistance).
When & Why
Primary indication. An engaging reverse Hill-Sachs defect involving approximately 20 to 40 percent of the humeral head articular surface after a chronic locked posterior dislocation (greater than 3 weeks duration). The defect is the impaction created on the anteromedial humeral head when the head is locked against the posterior glenoid rim. The transfer blocks re-engagement of the defect on the posterior glenoid rim in functional positions. Classic mechanism triad. The index injury is almost always one of three: - Seizure (ictal phase) - violent contraction of the stronger internal rotators (subscapularis, latissimus, pectoralis) overcomes the external rotators and drives the head posteriorly; the anteromedial head impacts the posterior glenoid rim.
- Electrocution - a similar mechanism, with tetanic internal rotator contraction against a fixed thorax.
- High-energy trauma - a fall on the flexed, adducted, internally-rotated arm, or a motor vehicle accident with an axially-loaded flexed arm. Indications - Absolute: chronic locked posterior dislocation (greater than 3 weeks) with an engaging reverse Hill-Sachs defect; an acute locked posterior dislocation that fails closed reduction (for example, buttonhole engagement of the head through a posterior capsular tear); recurrent posterior instability with a documented engaging reverse Hill-Sachs defect on CT.
- Relative: an acute locked posterior dislocation with a 20 to 40 percent defect addressed as a primary procedure; failed nonoperative management of a smaller defect with persistent symptoms and documented engagement; combined bony (reverse Hill-Sachs) and soft-tissue (posterior Bankart) pathology. Contraindications - Absolute: humeral head avascular necrosis (AVN) with collapse (reverse total shoulder arthroplasty is the answer, not the transfer); established glenohumeral arthritis with loss of joint space (arthroplasty indicated); a defect greater than 40 to 50 percent without sufficient articular surface for transfer (allograft reconstruction or arthroplasty).
- Relative: an acute dislocation with a small defect (less than 20 percent) where nonoperative management should be trialled; a patient unable to comply with the 6-week subscapularis protection protocol; active infection; a neuropathic (Charcot) joint (arthrodesis or reverse total shoulder arthroplasty). Defect size drives the algorithm. The whole management strategy pivots on how much of the articular surface is impacted:
- Recommended procedure
- Nonoperative, or disimpaction and cancellous bone grafting; McLaughlin rarely needed
- Key evidence
- Small defects remodel and do not engage in the functional range
- Recommended procedure
- McLaughlin (subscapularis transfer) or modified Neer (lesser tuberosity osteotomy)
- Key evidence
- Hawkins 1987: 17 of 17 satisfactory, JBJS Am
- Recommended procedure
- Open reduction plus modified Neer transfer; consider adding bone graft
- Key evidence
- Series of chronic dislocations show 80 to 90 percent good-to-excellent at 5 to 10 years
- Recommended procedure
- Fresh-frozen femoral head osteoarticular allograft, or distal tibial plafond allograft (matched size)
- Key evidence
- Gerber 2014: 80 percent graft survival at 10 years in selected patients
- Recommended procedure
- Anatomic hemiarthroplasty (young, high-demand) or reverse total shoulder arthroplasty (older, lower-demand)
- Key evidence
- Cofield and Daly 1992: hemiarthroplasty reliable for chronic dislocations; reverse TSA for older patients with cuff insufficiency
Acute versus chronic. An acute locked posterior dislocation (less than 3 weeks) usually results from high-energy injury and can often be reduced closed under anaesthesia with gentle internal rotation and anterior translation; after reduction, the defect is sized on CT (less than 20 percent: immobilise in slight external rotation for 4 to 6 weeks; 20 to 40 percent engaging: proceed to McLaughlin or modified Neer as a primary procedure; greater than 40 to 50 percent: allograft or arthroplasty). A chronic locked posterior dislocation (greater than 3 weeks) presents weeks to months after the index event, the diagnosis is usually delayed, and open reduction is the rule - closed reduction is rarely successful and risks an iatrogenic humeral shaft fracture. AVN rates rise steeply once the dislocation has been present for greater than 6 months, so warn the patient and obtain CT and MRI before surgery. Why the diagnosis is missed - the post-ictal algorithm. The seizure is the obvious clinical event; the shoulder injury is overlooked. Post-ictal patients may be obtunded, the stiff internally-rotated shoulder is mislabelled a frozen shoulder or rotator cuff tear, and the lightbulb sign is not sought because no axillary view is obtained. - Always obtain an axillary lateral and a scapular Y view in any post-ictal or post-electrocution patient with shoulder pain or stiffness. A normal axillary view rules out posterior dislocation.
- If the lightbulb sign is present on AP and the axillary confirms posterior dislocation, classify by duration: acute (less than 3 weeks), subacute (3 weeks to 3 months), or chronic (greater than 3 months).
- CT to size the reverse Hill-Sachs defect and MRI to assess head viability and exclude AVN, then treat according to the algorithm above. Elderly patients. Osteoporotic bone raises the risk of iatrogenic fracture, rotator cuff disease and glenohumeral arthritis are more prevalent, and functional demand is lower - so the threshold for arthroplasty falls. Consider a reverse total shoulder arthroplasty as the primary procedure when the patient is over 70, the defect is greater than 40 to 50 percent, there is established AVN or arthritis, the rotator cuff is deficient (fatty infiltration grade 3 or 4), a prior McLaughlin has failed, or demand is low. Anaesthesia considerations. Continue the patient's usual anticonvulsants; avoid long-acting paralytics so the surgeon can stimulate and confirm the axillary and musculocutaneous nerves; use bispectral index monitoring for depth; and watch for a post-operative seizure if anticonvulsant levels are subtherapeutic. Consent specifically for the risk of recurrent posterior instability (5 to 15 percent), subscapularis dysfunction or failure (5 to 10 percent), axillary or musculocutaneous nerve injury (1 to 3 percent and less than 1 percent), avascular necrosis of the humeral head (10 to 30 percent in chronic dislocations), and progression to arthritis (20 to 50 percent at 10 to 15 years) requiring conversion to arthroplasty.
The Operation
The goal: through a deltopectoral approach, reduce the chronic posterior dislocation, fill the engaging anteromedial (reverse Hill-Sachs) defect with the subscapularis tendon (original McLaughlin) or the lesser tuberosity with attached subscapularis (modified Neer / Hawkins), and thereby block re-engagement on the posterior glenoid rim while protecting the axillary nerve throughout. The exposure - the deltopectoral approach to the subscapularis window - is laid out in full as the first steps below.

Operative sequence - modified Neer (lesser tuberosity osteotomy)
- Beach-chair position, back at roughly 45 degrees of elevation, shoulder just off the table edge so the arm can move through a full range; a sterile arm holder or draped Mayo stand holds the arm free.
- General anaesthesia with an interscalene block for postoperative analgesia; avoid long-acting paralytics so nerves can be stimulated.
- Preoperative imaging: true AP, axillary lateral and scapular Y radiographs; CT to quantify the reverse Hill-Sachs defect (axial cuts are most accurate); MRI to assess head viability (look for AVN), posterior labral or capsular pathology, and rotator cuff integrity.
- Document axillary nerve function preoperatively (deltoid contour, sensation over the lateral shoulder) - it is the most commonly injured nerve and a baseline exam is medicolegally essential.
- Palpate the coracoid process (origin of coracobrachialis, short head of biceps and pectoralis minor) and the deltopectoral groove between pectoralis major and deltoid.
- Make a 10 to 12 cm skin incision from the tip of the coracoid extending distally along the deltopectoral groove.
- Identify the cephalic vein in the groove (it ascends from the forearm to the infraclavicular fossa and is the avascular plane of the approach); preserve it and retract laterally with the deltoid where possible to keep the deltoid's venous drainage, or ligate per surgeon preference.
- Develop the deltopectoral interval; retract the deltoid laterally and pectoralis major medially with a self-retaining retractor (Charnley-type) with broad blades.
- Identify the conjoint tendon (coracobrachialis plus short head of biceps) descending from the coracoid tip and retract it medially with a blunt retractor.
- Most modified Neer procedures do not require conjoint release; if exposure is limited, an in-situ release of the coracoid tip (reattached at closure) or a partial release of the lateral half of the conjoint tendon can be performed.
- The musculocutaneous nerve enters the coracobrachialis 2 to 8 cm distal to the coracoid tip (as close as 2 cm in some patients) - excessive medial retraction stretches it, so release at intervals.
- Identify and ligate the anterior humeral circumflex vessels (the 'three sisters' - the artery and its venae comitantes) running along the inferior border of the subscapularis; this exposes the inferior border of the subscapularis.
- The axillary nerve runs as a palpable cord along the inferior border of the subscapularis, roughly 3 to 7 mm medial to the musculotendinous junction. Confirm it by digital palpation and a gentle tug (the nerve moves the digit), and by neurostimulation if available.
- This is the safety cornerstone: identify and protect the axillary nerve before any tenotomy or osteotomy, and keep all subsequent dissection superior to it.
- Identify the bicipital groove (the long head of biceps is the landmark); the lesser tuberosity is just medial to it. The subscapularis footprint is roughly 2.5 cm in the superoinferior direction by 1.5 cm wide, just lateral to the groove.
- Lesser tuberosity osteotomy (modified Neer / Hawkins): with a sharp osteotome and mallet, create a wafer of bone approximately 2 cm long by 1.5 cm wide incorporating the whole footprint, planned 5 mm lateral to the bicipital groove to preserve the medial cortex, cut parallel to the articular surface to a depth of about 1 cm. The wafer stays attached to the subscapularis and is mobilised medially. Bone-to-bone healing is robust and the wafer accepts screw fixation - this is why the modified Neer has largely superseded the original McLaughlin.
- Subscapularis tenotomy (original McLaughlin): divide the tendon 1 cm medial to its insertion and tag it with heavy sutures; faster and simpler, but the tendon-to-bone repair is the structural weak link. Remain valid for a small defect or a less extensive procedure.
- Protect the axillary nerve inferiorly throughout; do not extend the cut inferior to the footprint.
- With the subscapularis or lesser tuberosity mobilised medially, expose the anterior glenohumeral joint; the head is typically impacted against the posterior glenoid rim.
- Release the chronically contracted posterior capsule sharply with the arm in internal rotation to expose the defect, then use a bone skid or blunt Hohmann as a lever to reduce the head with gentle internal rotation of the arm combined with anterior translation of the proximal humerus.
- Use controlled leverage, not traction - forceful traction risks an iatrogenic humeral shaft fracture in osteoporotic patients.
- Inspect the articular surface: the impaction is on the anteromedial head. Size the defect as a percentage of the articular surface (a ruler or the CT scan helps).
- With a curette or small osteotome, elevate the impaction fragment subchondrally to recreate the contour of the humeral head, taking care not to violate the overlying articular cartilage.
- Fill the metaphyseal defect with cancellous autograft harvested from the bicipital groove, the proximal humerus, or the iliac crest.
- The graft provides a bleeding bony bed for the lesser tuberosity wafer to heal to, mechanical support for the elevated subchondral fragment, and a biological substrate for tendon or tuberosity integration.
- Seat the lesser tuberosity wafer (or the subscapularis tendon in the original McLaughlin) into the prepared defect; the cancellous undersurface sits flush on the graft bed (no gap).
- Fix the wafer by one of: screw fixation - one or two 3.5 mm cortical or 4.0 mm cancellous lag screws (overdrill the near cortex so the screw lags the far cortex), predrilled and tapped, countersunk below the articular surface; heavy transosseous sutures - number 5 braided non-absorbable sutures through drill holes in the wafer and out the lateral cortex, tied over a bone bridge; or suture anchors - double- or triple-loaded anchors in the defect with sutures through the wafer or tendon in Mason-Allen or mattress configuration.
- Screw fixation is preferred when bone quality is good; confirm with intraoperative imaging that the screw is extra-articular.
- Test the shoulder through a full range in the scapular plane: forward flexion (the head must not subluxate or re-dislocate posteriorly); external rotation in abduction (should reach 30 to 45 degrees without subluxation); and internal rotation in adduction - the position of original engagement.
- The engagement test is the key functional check: in adduction and internal rotation, the transferred wafer or tendon must block the head from re-engaging the posterior glenoid rim. If the head subluxates internally, the transfer is inadequate.
- Document the final range of motion and the stability in each position; the transferred wafer or tendon should be visible filling the defect with no residual gap.
- Irrigate the joint and place a drain deep to the deltopectoral interval (removed at 24 to 48 hours).
- Layered closure: deltopectoral interval with 1-0 absorbable, subcutaneous with 2-0 absorbable, skin with 3-0 non-absorbable monofilament (nylon or Prolene) running or interrupted, or staples.
- Apply a sterile dressing and an arm sling in slight abduction (15 to 20 degrees) and NEUTRAL rotation - the sling supports the arm without tensioning the subscapularis repair.
- Obtain AP and axillary lateral radiographs (or intraoperative imaging) to confirm: the humeral head is reduced; the lesser tuberosity wafer sits in the prepared defect; any screw is extra-articular; and there is no new fracture.
The axillary nerve runs 3 to 7 mm medial to the inferior border of the subscapularis footprint, then passes posteriorly through the quadrangular space with the posterior circumflex humeral vessels. Identify and protect it along the inferior subscapularis BEFORE any tenotomy or osteotomy, keep dissection superior to it, and avoid aggressive lateral deltoid retraction with a Hohmann (which compresses the nerve posteriorly against the humerus) - use a broad-bladed self-retaining retractor. A neuropraxia usually recovers over 3 to 6 months; a transection needs microsurgical repair or grafting.
The McLaughlin (1952) original technique transferred the subscapularis tendon into the defect. The modified Neer / Hawkins technique (Hughes and Neer 1975; Hawkins 1987) osteotomises the lesser tuberosity with the attached subscapularis, giving a bony block as well as a soft-tissue fill, stronger screw fixation, and cancellous bone-to-bone healing. The modified Neer is the modern workhorse; the tenotomy remains valid for a small defect or a less extensive procedure.
When lag-screwing the lesser tuberosity wafer, predrill the wafer and head separately, countersink the screw head BELOW the articular surface of the wafer so it cannot catch the glenoid, and confirm the screw is extra-articular with intraoperative imaging. An intra-articular screw (1 to 2 percent) causes immediate cartilage damage and is an indication for immediate revision.
The three main dangers are: (1) recurrent posterior instability if the defect is under-treated or the transfer fails to engage; (2) subscapularis dysfunction with internal rotation weakness if the repair is inadequately protected during rehabilitation; and (3) progressive glenohumeral arthritis from the index injury, present in 20 to 50 percent at long-term follow-up.
Aftercare & Complications
Rehabilitation protocol | Phase | Timing | Movement | Precautions | |-------|--------|----------|-------------| | Sling and early protection | 0 to 6 weeks | Pendulum exercises and passive forward flexion in the scapular plane from day 1; hand, wrist and elbow active range of motion from day 1 | Sling in slight abduction (15 to 20 degrees) and neutral rotation; no external rotation past neutral; no active internal rotation against resistance for 6 weeks; cryotherapy | | Intermediate | 6 to 12 weeks | Wean from sling; active-assisted then active forward flexion and abduction in the scapular plane; external rotation stretching toward 30 to 45 degrees in abduction; scapular stabilisation | No resisted internal rotation until 12 weeks; formal physiotherapy 2 to 3 times per week | | Strengthening | 12 to 24 weeks | Progressive rotator cuff and subscapularis strengthening; closed-chain and proprioceptive work; sport- or work-specific conditioning from 16 to 20 weeks | Return to heavy labour at 4 to 6 months; overhead sport at 6 to 9 months; contact sport at 9 to 12 months | | Long-term monitoring | beyond 6 months | Serial Constant or ASES scores; document return to work and sport | MRI at 3 to 6 months and again at 12 to 18 months for AVN surveillance in high-risk patients; annual radiographs for arthritis surveillance | In the short term (less than 2 years), 80 to 90 percent of patients report good-to-excellent results after a McLaughlin or modified Neer for a 20 to 40 percent defect, recurrent instability is 5 to 15 percent, and most activities of daily living resume by 3 to 6 months. Counsel the patient preoperatively that the procedure reliably restores stability and delays arthroplasty for a decade or more in most patients - it is a "buy-time" procedure for the younger patient - but it does not prevent long-term arthritic progression or AVN. Complications
- Incidence
- 1 to 3 percent
- Recognition
- Loss of deltoid contour, decreased sensation over the lateral shoulder (regimental badge area), weakness of forward elevation; confirmed on EMG at 3 to 6 weeks
- Prevention and management
- Prevention: identify the nerve along the inferior subscapularis before any tenotomy or osteotomy; keep dissection superior. Management: neuropraxia usually recovers over 3 to 6 months; transection needs microsurgical repair or grafting
- Incidence
- less than 1 percent
- Recognition
- Decreased sensation over the lateral forearm; weakness of elbow flexion (biceps, brachialis); EMG confirmation at 3 to 6 weeks
- Prevention and management
- Prevention: limit retraction time on the conjoint tendon; identify the nerve when working medial to the coracoid. Management: neuropraxia usually recovers; transection needs microsurgical repair
- Incidence
- 5 to 15 percent
- Recognition
- Return of posterior apprehension or frank re-dislocation; positive jerk test; apprehension in flexion, adduction, internal rotation; confirmed on examination under anaesthesia and CT
- Prevention and management
- Prevention: confirm intraoperatively that the transferred wafer blocks engagement; ensure a bleeding cancellous bed and solid fixation. Management: revision with allograft reconstruction or conversion to arthroplasty if the head is arthritic
- Incidence
- 5 to 10 percent
- Recognition
- Increased external rotation (lift-off and belly-press become positive); internal rotation weakness; secondary posterior subluxation from loss of the dynamic restraint
- Prevention and management
- Prevention: solid fixation of the wafer (screws preferred); sling for 4 to 6 weeks; no active internal rotation against resistance for 6 weeks. Management: early repair revision; delayed reconstruction with a pectoralis major transfer
- Incidence
- 9 to 30 percent (chronic dislocations)
- Recognition
- Increasing pain, progressive loss of motion, subchondral collapse on radiograph; MRI is the most sensitive modality (look for the double line sign)
- Prevention and management
- Prevention: avoid forceful closed reduction of long-standing dislocations (open reduction from the start when greater than 6 months). Management: reverse total shoulder arthroplasty is definitive for AVN with collapse
- Incidence
- 20 to 50 percent at 10 to 15 years
- Recognition
- Progressive pain, crepitus, loss of motion; joint-space narrowing, subchondral sclerosis and osteophytes on radiograph
- Prevention and management
- Prevention: counsel that the McLaughlin addresses instability but does not prevent arthritic progression. Management: arthroplasty - anatomic TSA in young patients with an intact cuff, reverse TSA in older patients or with cuff insufficiency
- Incidence
- Variable; 10 to 30 percent loss in some series
- Recognition
- Inability to reach behind the head (limited function for hair washing, dressing); restricted external rotation in abduction
- Prevention and management
- Prevention: do not over-tension the transfer; confirm intraoperative external rotation reaches at least 30 degrees before closure. Management: stretching and physiotherapy in the first 6 to 12 months; revision capsular release if persistent
- Incidence
- Rare (1 to 2 percent)
- Recognition
- Mechanical catching, crepitus, pain with motion; screw head visible in the joint on imaging
- Prevention and management
- Prevention: confirm screw position with intraoperative imaging; countersink below the articular surface. Management: immediate revision - remove or reposition the screw and re-fix the wafer by an alternative method
- Incidence
- less than 1 percent
- Recognition
- Erythema, warmth, swelling, purulent discharge, fever, elevated CRP and white cell count
- Prevention and management
- Prevention: preoperative antibiotics (for example cefazolin at induction), meticulous sterile technique, layered closure. Management: superficial - oral antibiotics; deep - washout, intravenous antibiotics, retain hardware if stable
- Incidence
- Rare (less than 2 percent)
- Recognition
- Stiffness, palpable mass, decreased range of motion; ectopic bone on radiograph
- Prevention and management
- Prevention: gentle soft-tissue handling, careful haemostasis, early passive range of motion. Management: indomethacin prophylaxis in high-risk patients; surgical excision once mature (greater than 6 months) if symptomatic
Viva & Exam Focus
LIGHTBULBLIGHTBULB - recognising the locked posterior dislocation
MCLAUGHLINMCLAUGHLIN - operative steps
The trap: up to 50 percent of locked posterior dislocations are missed on presentation; the stiff internally-rotated shoulder after a seizure, electrocution or high-energy injury is labelled a frozen shoulder or rotator cuff tear. The fix: in every post-ictal or post-electrocution shoulder request a true AP, an axillary lateral (the diagnostic view) and a scapular Y. The lightbulb sign (rounded symmetric head on AP) plus the rim sign (widened joint on AP) plus posterior dislocation on the axillary is the classic triad.
Location: crosses the anterior-inferior capsule roughly 3 to 7 mm medial to the musculotendinous border of the subscapularis, then runs along its inferior border before passing posteriorly through the quadrangular space with the posterior circumflex vessels. Risk: tenotomy, osteotomy or capsular release that strays inferior to the subscapularis footprint. Identify and protect it throughout.
Location: enters the coracobrachialis roughly 5 to 8 cm distal to the coracoid tip (variable - as close as 2 cm) and runs on the deep surface of biceps. Risk: excessive medial retraction of the conjoint tendon. Limit retraction time, release at intervals, and identify the nerve when working medial to the coracoid.
Less than 20 percent: often nonoperative, or disimpaction and bone grafting; McLaughlin rarely needed. 20 to 40 percent: the McLaughlin or modified Neer zone - this is the indication for the procedure. Greater than 40 to 50 percent, head collapse, or arthritis: allograft reconstruction or arthroplasty - the transfer alone is insufficient.
The trap: the subscapularis or lesser tuberosity repair is the structural foundation; its failure is a leading cause of recurrent instability and re-operation. The fix: sling for 4 to 6 weeks; no active internal rotation against resistance for 6 weeks; no external rotation beyond neutral for 4 to 6 weeks (external rotation tensions the healing transfer). Progress from passive to active-assisted to resisted at 10 to 12 weeks.
Why it matters: the humeral head blood supply (the arcuate artery and the posteromedial vessels from the posterior circumflex) is often compromised after a locked posterior dislocation, especially when present for greater than 6 months; reported AVN rates are 9 to 30 percent and rise with delay. Implication: the McLaughlin does not address AVN - inform the patient and obtain CT or MRI preoperatively to assess head viability in chronic cases.
Clinical Decision Scenarios
Practise clinical reasoning and management decisions out loud
“A 45-year-old man is brought to the Emergency Department after a witnessed generalised tonic-clonic seizure with a stiff, painful right shoulder. The AP radiograph shows a rounded, symmetric humeral head with apparent widening of the glenohumeral joint. How do you confirm the diagnosis, classify the injury, and plan definitive management?”
“You are performing a modified Neer (lesser tuberosity osteotomy) for a chronic locked posterior dislocation. The wafer has been osteotomised with the subscapularis attached, you have reduced the head and prepared the reverse Hill-Sachs defect, and the bone quality is good. Describe how you fix the lesser tuberosity wafer and what intraoperative tests confirm the transfer is functional.”
“A 32-year-old labourer had a McLaughlin procedure 18 months ago for a chronic locked posterior dislocation with a 30 percent reverse Hill-Sachs defect. Rehabilitation went well with no recurrence, but over the past 6 months he has developed progressive shoulder pain, crepitus and loss of motion. Radiograph shows joint-space narrowing, subchondral sclerosis and early osteophytes. What is the most likely diagnosis, how do you confirm it, and what are the management options?”
Diagnosis
- Locked posterior dislocation is the classic MISSED shoulder dislocation - up to 50 percent overlooked
- Three mechanisms: seizure, electrocution, high-energy trauma - all forced internal rotation
- Lightbulb sign on AP (rounded symmetric head from fixed internal rotation) is pathognomonic; rim sign is supportive
- Axillary lateral is the DIAGNOSTIC view; CT sizes the reverse Hill-Sachs; MRI assesses head viability (AVN)
Surgical anatomy
- Reverse Hill-Sachs defect is on the ANTEROMEDIAL head (opposite the anterolateral Hill-Sachs of anterior dislocation)
- Engages the posterior glenoid rim in flexion, adduction and internal rotation - functional positions
- Subscapularis footprint on the lesser tuberosity roughly 2.5 cm by 1.5 cm, just medial to the bicipital groove
- Axillary nerve 3 to 7 mm medial to the inferior subscapularis; musculocutaneous nerve enters coracobrachialis 2 to 8 cm distal to the coracoid
- Arcuate artery (anterior circumflex, dominant in 80 percent) and posteromedial vessels (posterior circumflex)
Defect-size algorithm
- Less than 20 percent: nonoperative or disimpaction plus bone grafting
- 20 to 40 percent: McLaughlin or modified Neer - subscapularis or lesser tuberosity transfer
- Greater than 40 to 50 percent, viable head: fresh-frozen femoral head or distal tibial plafond allograft
- Greater than 40 to 50 percent with AVN or arthritis: hemiarthroplasty (young) or reverse TSA (older)
The operation
- Beach-chair, arm free; 10 to 12 cm deltopectoral incision from the coracoid
- Preserve or ligate the cephalic vein; ligate the three sisters; identify and protect the axillary nerve
- Lesser tuberosity osteotomy (2 cm by 1.5 cm, 5 mm lateral to the bicipital groove) or subscapularis tenotomy
- Open reduction by gentle internal rotation and anterior translation; prepare the defect and fill with autograft
- Transfer the wafer into the defect; fix with a countersunk 3.5 mm lag screw or number 5 transosseous sutures
- Engagement test (internal rotation in adduction) must show no posterior subluxation; layered closure; sling in slight abduction and neutral rotation
Rehabilitation
- Sling in slight abduction and neutral rotation for 4 to 6 weeks
- No active internal rotation against resistance for 6 weeks; no external rotation past neutral for 4 to 6 weeks
- Active-assisted motion at 6 weeks; resisted at 10 to 12 weeks
- Heavy labour 4 to 6 months; overhead sport 6 to 9 months; contact sport 9 to 12 months
- MRI surveillance for AVN at 3 to 6 and 12 to 18 months in high-risk patients
Complications
- Axillary nerve injury 1 to 3 percent; musculocutaneous nerve injury less than 1 percent
- Recurrent posterior instability 5 to 15 percent; subscapularis dysfunction 5 to 10 percent
- AVN 9 to 30 percent in chronic dislocations; progressive arthritis 20 to 50 percent at 10 to 15 years
- Intra-articular screw 1 to 2 percent - immediate revision; wound infection less than 1 percent; heterotopic ossification less than 2 percent
Background & Evidence
Pathoanatomy - the reverse Hill-Sachs defect. The defect is an impaction fracture of the anteromedial humeral head, created when the head is driven posteriorly against the posterior glenoid rim during a posterior dislocation - the mirror image of the anterolateral (posterolateral head) Hill-Sachs defect of an anterior dislocation. In chronic locked dislocations it usually involves 20 to 50 percent of the articular surface and is best measured on CT (axial cuts) or axillary MRI. The defect engages the posterior glenoid rim in flexion, adduction and internal rotation - functional positions, which is why the joint is unstable in everyday use. Posterior glenohumeral anatomy. The glenoid is a shallow dish-shaped socket; the posterior rim is the third that contacts the anteromedial head during posterior dislocation. The posterior capsule inserts on the posterior rim and labrum (the labrum anchors the posterior band of the inferior glenohumeral ligament, the key static restraint against posterior translation). The posterior capsule is thicker and less compliant than the anterior, which is why posterior dislocations tend to lock rather than reduce. Vascular anatomy of the humeral head and the AVN risk. The arcuate artery, a branch of the anterior circumflex humeral artery, runs along the lateral border of the bicipital groove and enters the head proximally - it is the dominant supply in roughly 80 percent of cadaveric studies. The posteromedial vessels, branches of the posterior circumflex humeral artery, supply the posteromedial head and are the vessels at risk in a chronic posterior dislocation. AVN occurs in 9 to 30 percent of chronic locked posterior dislocations and rises with a duration greater than 6 months and with attempted closed reduction of long-standing dislocations. Subscapularis insertion and the modified Neer osteotomy. The subscapularis inserts on the lesser tuberosity with a footprint roughly 2.5 cm superoinferior by 1.5 cm wide, just lateral to the bicipital groove; the medial border of the lesser tuberosity is the landmark for the medial dissection. The modified Neer osteotomy is a planar cut through the lesser tuberosity just lateral to the groove, freeing a wafer of bone (roughly 2 by 1.5 cm) with the subscapularis attached; this wafer is mobilised medially and transferred into the prepared defect. Original McLaughlin versus modified Neer - the evidence. McLaughlin described the original technique in 1952 - open reduction of the chronic posterior dislocation through a deltopectoral approach followed by transposition of the subscapularis tendon into the reverse Hill-Sachs defect; in his series of 22 patients, 18 had a satisfactory outcome, establishing the principle of addressing the bone defect by filling it with the attached subscapularis rather than relying on capsular repair alone. Hawkins and colleagues (Hughes and Neer 1975; Hawkins 1987) modified the procedure to osteotomise the lesser tuberosity with the attached subscapularis, transferring both bone and tendon; the rationale is a more robust bony block against the posterior rim, cancellous bone-to-bone healing, and stronger fixation (screws versus tendon sutures alone), and the modified Neer has largely superseded the original McLaughlin. Outcomes literature. Hawkins reported 17 of 17 patients with a satisfactory result after open reduction and lesser tuberosity transfer for chronic posterior dislocations, with recurrent instability in one. Smaller series report 80 to 90 percent good-to-excellent results with the modified Neer at mid-term follow-up, with recurrent instability in 5 to 15 percent - lower than soft-tissue-only repairs for engaging defects - and conversion to arthroplasty in 10 to 25 percent at 10 to 15 years, driven by progressive arthritis and AVN. In the long term, arthritic conversion reaches 20 to 50 percent at 10 to 15 years; once arthroplasty is performed, outcomes are similar to primary arthroplasty in matched patients, and the McLaughlin or modified Neer is best understood as a "buy-time" procedure that reliably restores stability and delays arthroplasty for a decade or more in most patients.
References
Posterior dislocation of the shoulder
The original description of the McLaughlin procedure in 22 patients with locked posterior dislocation - the subscapularis tendon transferred into the reverse Hill-Sachs defect after open reduction, with 18 of 22 satisfactory results. It established the principle of addressing the bone defect directly rather than relying on soft-tissue capsular repair.
Locked posterior dislocation of the shoulder (modified Neer / Hawkins technique)
Series of 17 patients with chronic locked posterior dislocations treated by open reduction and lesser tuberosity transfer; all 17 had a satisfactory result at a mean 5-year follow-up with one recurrent instability. The lesser tuberosity osteotomy with attached subscapularis gave a robust bony block and cancellous union with the prepared defect, and is the modern workhorse for 20 to 40 percent reverse Hill-Sachs defects.
Posterior shoulder dislocations and fracture-dislocations
A classification of mechanisms and a treatment algorithm for posterior shoulder dislocations that frames the McLaughlin indication - the engaging reverse Hill-Sachs defect of 20 to 40 percent of the articular surface in a chronic locked dislocation.
Locked posterior dislocation of the shoulder: a systematic review
A systematic review across all surgical options confirming the defect-size-based algorithm: the McLaughlin and modified Neer procedures give 80 to 90 percent good-to-excellent outcomes for 20 to 40 percent defects, while allograft reconstruction for greater than 40 percent defects is reliable but technically demanding and arthroplasty is reserved for older or arthritic patients.
Long-term outcome of segmental reconstruction of the humeral head for locked posterior dislocation of the shoulder
Long-term follow-up of humeral head allograft reconstruction for locked posterior dislocations with defects greater than 40 percent, showing 80 percent graft survival at 10 years in selected patients with viable glenoid cartilage; progressive arthritis and graft collapse are the main late failure modes and some patients require conversion to arthroplasty.
Transfer of the lesser tuberosity for reverse Hill-Sachs lesions after neglected posterior dislocations of the shoulder
A retrospective series of 13 neglected posterior dislocations treated with lesser tuberosity transfer (modified McLaughlin / Neer) showing substantial functional improvement and a low recurrent instability rate at medium-term follow-up, with arthritic progression the long-term concern and conversion to arthroplasty in some patients.
Hemiarthroplasty for chronic locked posterior dislocation of the shoulder
Hemiarthroplasty as a salvage option for chronic posterior dislocations in patients not amenable to reconstruction, supporting the arthroplasty limb of the algorithm for defects greater than 40 to 50 percent with AVN, head collapse or established arthritis.