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Open Bankart Repair for Anterior Shoulder Instability

Operative SurgeryShoulder & Elbow
Shoulder & ElbowIntermediateCore Procedure

Open Bankart Repair for Anterior Shoulder Instability

Surgical technique guide for Open Bankart Repair for Anterior Shoulder Instability - deltopectoral approach, subscapularis takedown, capsulolabral repair. advanced orthopaedic operative-surgery guide.

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intermediate
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Peer-reviewed Β· 2026-06-20
High-yield overview

Deltopectoral approach with subscapularis takedown and capsulolabral repair Β· intermediate

90 minTypical duration
5–10%Recurrence (open)
5–15%Subscap failure
20–25%Bone loss β†’ Latarjet
Critical Must-Knows
  • Indications for open repair: failed arthroscopic Bankart (most common), revision stabilisation, glenoid bone loss 15–20%, an engaging Hill-Sachs requiring remplissage, and contact or collision athletes wanting the lowest possible recurrence rate.
  • Subscapularis management has three options β€” lesser-tuberosity osteotomy (bone-to-bone healing, most robust construct), peel (a balanced default), and tenotomy (simplest). Comparative clinical series show similar outcomes, but peel or osteotomy is favoured biomechanically in young high-demand patients.
  • The axillary nerve lies on the anterior surface of subscapularis and curves under its inferior border, lying closest to the joint at the inferior (6 o'clock) glenoid β€” typically within a finger-breadth of the rim, marked by the anterior circumflex humeral vessels.
  • Capsulolabral repair passes sutures through the labrum AND the capsule for a shift, tied in 30–40Β° of external rotation to restore IGHL tension; proceed to Latarjet if glenoid bone loss is greater than 20–25%.
Clinical Pearls
  • β€œ
    Beach-chair positioning allows intraoperative ROM testing critical for subscapularis repair assessment.
  • β€œ
    Taking the cephalic vein laterally with the deltoid preserves venous drainage and reduces postoperative swelling.
  • β€œ
    Glenoid bone loss greater than 20–25% is the threshold to abort a soft-tissue repair and convert to a Latarjet for bone reconstruction.
  • β€œ
    The postoperative protocol is more conservative than after arthroscopic repair because of the subscapularis: no external rotation past neutral for 6 weeks.

When & Why


Indication. Open Bankart repair is offered for symptomatic recurrent anterior glenohumeral instability with a documented anteroinferior labral (Bankart) lesion, where an open approach gives better assessment and repair of complex pathology than arthroscopy β€” typically after conservative management or a prior failed stabilisation has been exhausted.

Failed arthroscopic

Recurrent instability after an arthroscopic Bankart repair β€” the most common indication for open revision surgery.

Revision surgery

Any revision shoulder stabilisation β€” the open approach allows better assessment and repair of complex, multi-structure pathology.

Bone loss 15–20%

Moderate glenoid bone loss that does not yet mandate a Latarjet β€” open repair allows accurate intraoperative bone assessment and management.

Secondary indications. An engaging Hill-Sachs lesion requiring remplissage combined with the Bankart repair; contact or collision athletes wanting the lowest possible recurrence rate (roughly 5–10% open versus 10–15% arthroscopic); large rotator-interval laxity better addressed open with direct closure; poor tissue quality (Ehlers-Danlos, revision tissue) where open handling is advantageous; surgeon preference in some high-volume practices; and failed conservative management with multiple dislocations and a documented Bankart lesion. Contraindications. - Absolute: glenoid bone loss greater than 25% (requires a Latarjet with bone augmentation); active infection (staged treatment); and severe medical comorbidity making surgery prohibitive.

  • Relative: a voluntary dislocator (a psychiatric or behavioural component requires assessment); bone loss less than 10% (arthroscopic generally preferred for primary cases); multidirectional instability (may require a capsular shift and a different approach); fixed posterior subluxation (different pathology); and significant pre-existing subscapularis pathology that may compromise the repair. Preoperative assessment. Clinically, document the instability direction, a positive apprehension test, load-and-shift grade (0–3 baseline), the sulcus sign, range of motion (especially external rotation, to set postoperative goals) and subscapularis strength (lift-off, belly-press). Imaging requires plain radiographs (AP, scapular Y, axillary lateral), a CT with 3D reconstruction to quantify bone loss (best-fit circle / bare-spot method), and an MRI or MR arthrogram for labral pathology, capsular injury and subscapularis integrity; evaluate the Hill-Sachs for size, location and engagement risk.
The critical decision point

Glenoid bone loss greater than 20–25% is the critical threshold. Below it a soft-tissue Bankart repair is appropriate; above it bone augmentation (Latarjet) is required. The open approach allows accurate intraoperative assessment if preoperative imaging is equivocal β€” and proceeding with a soft-tissue repair when bone loss exceeds this threshold is the most common cause of failure.

Consent specifically for the open approach: a measurable loss of external rotation (average around 10Β°), subscapularis-related weakness, recurrence (5–10%), stiffness, a small risk of axillary nerve injury (1–2% transient), and infection. Setup. Beach-chair position with the head elevated 60–70Β°, a bump behind the medial scapula to bring the shoulder forward, and the arm free-draped so it can move through a full range for intraoperative testing. Mark the coracoid, the deltopectoral interval and the acromion. Regional or general anaesthesia with prophylactic cefazolin within 60 minutes of incision.

The Operation


The goal is to re-establish the anteroinferior labral bumper and capsular tension through a deltopectoral exposure, taking down and then securely repairing the subscapularis, while protecting the axillary nerve throughout. The exposure β€” developing the deltopectoral interval, opening the clavipectoral fascia lateral to the conjoint tendon, and mobilising the subscapularis off the capsule β€” is laid out as the first steps of the sequence below (and in depth on the deltopectoral approach to the shoulder page).

Open Bankart repair
Open Bankart repair: suture anchors reattach the anteroinferior labrum and capsule to the glenoid.Credit: OrthoVellum surgical illustration

Operative sequence

Step 1Position, landmarks & draping
  • Beach chair, head elevated 60–70Β°, bump behind the medial scapula, arm free-draped for full ROM testing.
  • Mark the coracoid, the deltopectoral interval and the acromion for orientation.
  • Prep the entire shoulder girdle including the neck and chest to the nipple line; ensure sterile access to the anterior shoulder and axilla; avoid excessive traction on the brachial plexus.
Step 2Deltopectoral incision & interval (the exposure begins)
  • A standard deltopectoral incision from the coracoid extending 8–10 cm distally along the deltopectoral groove (follows natural skin lines; an axillary-crease incision is a more cosmetic alternative but gives harder inferior access).
  • Incise skin and subcutaneous tissue to the clavipectoral fascia and identify the cephalic vein in the interval.
  • Take the cephalic vein laterally with the deltoid to preserve venous drainage and reduce postoperative swelling (taking it medially with pectoralis is the alternative); ligate and cauterise if injured.
Step 3Clavipectoral fascia & deep exposure
  • Identify the conjoint tendon (short head of biceps and coracobrachialis), the clavipectoral fascia overlying subscapularis, and the coracoacromial ligament superiorly.
  • Incise the clavipectoral fascia lateral to the conjoint tendon β€” this protects the musculocutaneous nerve, which enters the conjoint 3–8 cm (average 5 cm) distal to the coracoid; extend from the coracoid to the inferior border of subscapularis.
  • Place a self-retaining retractor; retract deltoid laterally and pectoralis medially; identify the subscapularis tendon, the long head of biceps in its groove (lateral landmark), and the anterior circumflex humeral vessels ("three sisters") at the inferior subscapularis border β€” these mark the level of the axillary nerve.
Step 4Subscapularis takedown β€” choose your method
  • Three options (compared in the table below): lesser-tuberosity osteotomy, subscapularis peel, or tenotomy. Peel is a reasonable default; osteotomy for the highest-demand construct; tenotomy the simplest.
  • Whatever the choice, tag the tendon with 2-0 or 0 Ethibond horizontal-mattress sutures (3–4 for a secure hold) to use as handles for retraction and later repair.
Step 5Subscapularis mobilisation off the capsule
  • Use sharp dissection to separate subscapularis from the anterior capsule β€” this preserves the capsule for later repair and avoids lengthening the subscapularis (blunt dissection tears the capsule and lengthens the muscle).
  • Mobilise medially enough to allow retraction; release from the anterior scapula only if needed.
  • The axillary nerve runs on the anterior surface of subscapularis β€” gentle handling, no aggressive anterior or inferior dissection.
Step 6Capsulotomy & joint exposure
  • Externally rotate and slightly extend the arm to bring the anterior capsule into view.
  • A vertical capsulotomy (longitudinal, parallel to the glenoid edge) is preferred β€” it preserves the IGHL inferiorly and is easier to close without overtightening; a T-capsulotomy adds a horizontal limb at the inferior border for better inferior exposure.
  • Place a Fukuda retractor on the anterior glenoid neck and a Darrach retractor on the posterior rim; keep the inferior retractor tip on bone β€” driving it deep or inferior endangers the axillary nerve.
Step 7Pathology assessment & bone-loss quantification
  • Assess the Bankart lesion (typically 2 to 6 o'clock on a right shoulder; fresh versus chronic; medial displacement onto the glenoid neck).
  • Quantify glenoid bone loss with the bare-spot method (distance from the bare spot to the anterior rim versus the posterior rim) and direct comparison to the intact posterior glenoid.
  • Assess the Hill-Sachs lesion (width, depth, engagement in abduction-external rotation; on-track versus off-track using the glenoid track versus the Hill-Sachs interval) and capsular laxity (drive-through sign).
Step 8Labral mobilisation & glenoid preparation
  • Mobilise the labrum from the glenoid neck with a periosteal elevator, starting inferiorly at 6 o'clock and working to 12 o'clock, freeing it 5–10 mm medially β€” complete mobilisation is essential for a tension-free repair.
  • Release scarred, chronically adherent labrum and capsule sharply until the tissue is mobile enough to advance without tension.
  • Prepare the glenoid rim to a bleeding bone surface with a curette or small burr (remove 1–2 mm of edge cartilage); preserve glenoid stock.
Step 9Anchor placement (or transosseous drill holes)
  • Place 3–4 suture anchors (2.9–3.0 mm bioabsorbable or PEEK) on the glenoid face at the articular margin, starting inferiorly at 5–6 o'clock and spacing 4–5 mm apart β€” not on the neck.
  • Angle each anchor at 45Β° to the glenoid face (the deadman angle) for optimal pullout strength.
  • Transosseous drill holes (2.5 mm bit from the anterior face through the posterior neck) are the bone-conserving, implant-free alternative but are more technically demanding.
Step 10Capsulolabral repair (labrum AND capsule)
  • Pass sutures through both the labrum and the capsule (the capsulolabral shift) β€” labrum-only fails to restore capsular tension and the IGHL.
  • Work from inferior (5–6 o'clock) to superior, taking 3–5 mm of tissue in each bite.
  • Tie the knots with the arm in 30–40Β° of external rotation, sequentially inferior to superior, knots on the capsular side away from the articular surface β€” neutral rotation overtightens, excessive ER undertightens.
Step 11Capsular closure & shift (if needed)
  • Close the capsulotomy watertight with interrupted 2-0 absorbable sutures.
  • Add a capsular shift only if a drive-through sign persists or the capsule is markedly redundant β€” overlap the leaves by 5–10 mm (lateral under medial) with the arm in 40Β° ER; balance stability against range of motion.
Step 12Subscapularis repair β€” the critical step
  • Osteotomy: reduce the bone wafer anatomically and fix with 2–3 partially threaded 4.0 mm screws and/or heavy sutures over a bone bridge, arm in neutral rotation.
  • Peel (preferred default): drill 3–4 transosseous tunnels (2.5–3.0 mm, parallel, exiting the lateral cortex) through the lesser tuberosity, pass the tagged number-2 Ethibond sutures, and tie over the lateral bone bridge in a horizontal-mattress configuration with the arm in neutral rotation.
  • Tenotomy: direct tendon-to-tendon repair with multiple interrupted heavy sutures, arm in neutral rotation.
  • Test the repair: passive external rotation should reach 40Β° comfortably (less means overtightened), with a positive lift-off and belly-press.
Step 13Stability testing
  • Load-and-shift should be grade 1 (grade 0 will stiffen, grade 2+ will fail); apprehension negative in abduction-ER; sulcus stable.
  • Range of motion: forward elevation 140–160Β°, external rotation at the side to 40Β° comfortably, internal rotation to L3–L5, abduction-ER to 90Β°/60Β° without apprehension.
  • Subscapularis function: lift-off and belly-press intact; document all tests against the preoperative examination to guide postoperative expectations.
Step 14Wound closure
  • Copious saline irrigation (3–6 L); meticulous haemostasis.
  • Close the clavipectoral fascia with 0 or 2-0 absorbable suture, deep dermis with 2-0 or 3-0 absorbable, and skin with a subcuticular 3-0 or 4-0 Monocryl.
  • Apply a sterile dressing and place the arm in a sling in internal rotation to relax the subscapularis repair.
Lesser-tuberosity osteotomy
How it is fixed
Osteotome a full-thickness bone wafer (about 1–1.5 cm) carrying the insertion; fix with 2–3 screws and/or heavy sutures over a bone bridge
Advantages
Bone-to-bone healing; biomechanically the most robust construct at time-zero; anatomic footprint restoration
Disadvantages & best use
Technically demanding; small non-union/malunion and hardware-prominence risk; higher morbidity β€” young high-demand contact athletes, revision cases
Subscapularis peel (default)
How it is fixed
Sharply elevate the insertion as a periosteal sleeve; repair through 3–4 transosseous tunnels in the lesser tuberosity
Advantages
Good balance of exposure and secure repair; no hardware; reliable healing; lower morbidity
Disadvantages & best use
More dissection than tenotomy; requires bone tunnels β€” the reasonable default for most cases
Tenotomy
How it is fixed
Divide the tendon about 1 cm medial to its insertion, leaving a cuff; direct tendon-to-tendon repair
Advantages
Simplest and fastest; least dissection; no bone work
Disadvantages & best use
Tendon-to-tendon healing is biomechanically least robust and relies on tissue quality β€” older, lower-demand patients
Subscapularis takedown β€” three options
TechniqueHow it is fixedAdvantagesDisadvantages & best use
Lesser-tuberosity osteotomyOsteotome a full-thickness bone wafer (about 1–1.5 cm) carrying the insertion; fix with 2–3 screws and/or heavy sutures over a bone bridgeBone-to-bone healing; biomechanically the most robust construct at time-zero; anatomic footprint restorationTechnically demanding; small non-union/malunion and hardware-prominence risk; higher morbidity β€” young high-demand contact athletes, revision cases
Subscapularis peel (default)Sharply elevate the insertion as a periosteal sleeve; repair through 3–4 transosseous tunnels in the lesser tuberosityGood balance of exposure and secure repair; no hardware; reliable healing; lower morbidityMore dissection than tenotomy; requires bone tunnels β€” the reasonable default for most cases
TenotomyDivide the tendon about 1 cm medial to its insertion, leaving a cuff; direct tendon-to-tendon repairSimplest and fastest; least dissection; no bone workTendon-to-tendon healing is biomechanically least robust and relies on tissue quality β€” older, lower-demand patients
Axillary nerve β€” the critical safety step

The axillary nerve passes from the quadrilateral space across the anterior subscapularis and curves under its inferior border, lying closest to the joint at the inferior (6 o'clock) glenoid β€” often within a finger-breadth of the rim. Use the anterior circumflex humeral vessels to locate it, keep inferior dissection to a minimum, guard it with a finger or retractor during inferior capsular work, mobilise the subscapularis gently, and avoid a deep or aggressive inferior Fukuda retractor.

Anchor position is non-negotiable

Anchors must sit on the glenoid face at the articular margin at the 45Β° deadman angle β€” not on the neck. A neck placement creates no bumper effect and the repair will fail; too medial a placement damages cartilage.

When to abort

Glenoid bone loss greater than 20–25% is an absolute contraindication to a soft-tissue Bankart alone. Quantify it intraoperatively with the bare-spot method; if it exceeds the threshold, abort and stage a Latarjet β€” proceeding will fail.

Aftercare & Complications


Rehabilitation | Phase | Timing | Immobilisation | Therapy | |-------|--------|----------------|---------| | 1 | 0–6 weeks | Sling in internal rotation, continuous | Pendulum exercises; elbow/wrist/hand ROM; no ER past neutral | | 2 | 6–8 weeks | Sling discontinued and weaned | Passive then active ROM; gentle subscap (IR) first, then progress ER | | 3 | 8–12 weeks | β€” | Progressive ROM and light strengthening | | 4 | 12+ weeks | β€” | Strengthening of subscapularis, rotator cuff and periscapular muscles; sport-specific | | Return to sport | 4–6 months (non-contact), 6+ months (contact) | β€” | Full recovery 6–9 months | The protocol is deliberately more conservative than after an arthroscopic repair because of the subscapularis: external rotation is restricted past neutral for 6 weeks (versus 3–4 weeks arthroscopically). Early aggressive external rotation causes subscapularis failure and recurrence β€” patient education is essential. Complications

Recurrent instability
Rate
5–10%
Recognition & prevention
Reproduced apprehension, load-and-shift grade 2–3, repair failure or new bone loss on MRI. Prevent with accurate bone-loss assessment, a capsulolabral (not labrum-only) repair, appropriate tensioning in 30–40Β° ER, a secure subscap, and aborting if bone loss is greater than 25%.
Management
Conservative if low-demand and no bone loss. Revision β€” CT bone loss: under 15% revision Bankart, 15–25% consider Latarjet, greater than 25% Latarjet mandatory; address all pathology.
Subscapularis failure / weakness
Rate
5–15%
Recognition & prevention
Weak internal rotation, positive lift-off and belly-press, gap on ultrasound. Prevent with a secure peel (transosseous tunnels) or osteotomy, testing to 40Β° ER intraop, and protecting postop (no ER past neutral 6 weeks).
Management
Therapy first β€” many patients adapt. Revision if high-demand or contributing to recurrence: direct repair, pectoralis major transfer, or allograft augmentation.
Loss of external rotation
Rate
10–20% (average ~10Β°)
Recognition & prevention
ER under 40Β° at the side; difficulty overhead. Prevent by tying the capsulolabral repair in 30–40Β° ER, testing to 40Β° intraop, and avoiding an excessive capsular shift.
Management
Under 10Β° β€” reassure. 10–20Β° β€” PT and gentle capsular stretching. Greater than 20Β° symptomatic β€” gentle stretching; avoid aggressive manipulation (redislocation risk); arthroscopic release as salvage.
Stiffness / adhesive capsulitis
Rate
5–10%
Recognition & prevention
Global ROM loss with pain on passive stretch. Prevent with balanced repair tension, early passive ROM (week 2–3), and identifying risk factors (diabetes, hypothyroidism, prior stiffness).
Management
PT and supervised stretching, NSAIDs, intra-articular corticosteroid, and time. Refractory β€” manipulation under anaesthesia or arthroscopic capsular release (carries redislocation risk).
Axillary nerve palsy
Rate
1–2% transient, under 1% permanent
Recognition & prevention
Deltoid weakness and sensory loss over the lateral shoulder (badge area). Prevent with anatomic knowledge (anterior circumflex landmark), minimal inferior dissection, and gentle handling.
Management
Most recover in 3–6 months β€” reassure, sling, EMG at 3–6 weeks, maintain ROM. No recovery by 6 months β€” consider nerve exploration.
Infection
Rate
1–2%
Recognition & prevention
Superficial wound erythema/drainage or deep sepsis with systemic symptoms. Prevent with cefazolin within 60 min of incision, chlorhexidine shower, no shaving, meticulous technique and copious irrigation.
Management
Superficial β€” oral antibiotics (cephalexin/augmentin) and wound care. Deep β€” urgent debridement, retain stable anchors, remove loose hardware, 6 weeks IV antibiotics with ID input.
Musculocutaneous nerve injury
Rate
under 1%
Recognition & prevention
Weak elbow flexion and supination, lateral forearm numbness. Prevent by incising clavipectoral fascia lateral to the conjoint tendon and avoiding medial retraction.
Management
Neurapraxia (most) β€” observe, recovers 3–6 months with EMG surveillance. Transection β€” immediate or delayed exploration with repair or graft.
Complications β€” recognition, prevention, management
ComplicationRateRecognition & preventionManagement
Recurrent instability5–10%Reproduced apprehension, load-and-shift grade 2–3, repair failure or new bone loss on MRI. Prevent with accurate bone-loss assessment, a capsulolabral (not labrum-only) repair, appropriate tensioning in 30–40Β° ER, a secure subscap, and aborting if bone loss is greater than 25%.Conservative if low-demand and no bone loss. Revision β€” CT bone loss: under 15% revision Bankart, 15–25% consider Latarjet, greater than 25% Latarjet mandatory; address all pathology.
Subscapularis failure / weakness5–15%Weak internal rotation, positive lift-off and belly-press, gap on ultrasound. Prevent with a secure peel (transosseous tunnels) or osteotomy, testing to 40Β° ER intraop, and protecting postop (no ER past neutral 6 weeks).Therapy first β€” many patients adapt. Revision if high-demand or contributing to recurrence: direct repair, pectoralis major transfer, or allograft augmentation.
Loss of external rotation10–20% (average ~10Β°)ER under 40Β° at the side; difficulty overhead. Prevent by tying the capsulolabral repair in 30–40Β° ER, testing to 40Β° intraop, and avoiding an excessive capsular shift.Under 10Β° β€” reassure. 10–20Β° β€” PT and gentle capsular stretching. Greater than 20Β° symptomatic β€” gentle stretching; avoid aggressive manipulation (redislocation risk); arthroscopic release as salvage.
Stiffness / adhesive capsulitis5–10%Global ROM loss with pain on passive stretch. Prevent with balanced repair tension, early passive ROM (week 2–3), and identifying risk factors (diabetes, hypothyroidism, prior stiffness).PT and supervised stretching, NSAIDs, intra-articular corticosteroid, and time. Refractory β€” manipulation under anaesthesia or arthroscopic capsular release (carries redislocation risk).
Axillary nerve palsy1–2% transient, under 1% permanentDeltoid weakness and sensory loss over the lateral shoulder (badge area). Prevent with anatomic knowledge (anterior circumflex landmark), minimal inferior dissection, and gentle handling.Most recover in 3–6 months β€” reassure, sling, EMG at 3–6 weeks, maintain ROM. No recovery by 6 months β€” consider nerve exploration.
Infection1–2%Superficial wound erythema/drainage or deep sepsis with systemic symptoms. Prevent with cefazolin within 60 min of incision, chlorhexidine shower, no shaving, meticulous technique and copious irrigation.Superficial β€” oral antibiotics (cephalexin/augmentin) and wound care. Deep β€” urgent debridement, retain stable anchors, remove loose hardware, 6 weeks IV antibiotics with ID input.
Musculocutaneous nerve injuryunder 1%Weak elbow flexion and supination, lateral forearm numbness. Prevent by incising clavipectoral fascia lateral to the conjoint tendon and avoiding medial retraction.Neurapraxia (most) β€” observe, recovers 3–6 months with EMG surveillance. Transection β€” immediate or delayed exploration with repair or graft.
The three complications to prevent

Recurrent instability: quantify bone loss preoperatively and abort to a staged Latarjet if it is greater than 25%; build a secure capsulolabral repair with appropriate tensioning. Subscapularis failure: use a peel with transosseous tunnels or an osteotomy (not tenotomy in high-demand patients), test to 40Β° ER intraop, and protect with no ER past neutral for 6 weeks. Axillary nerve palsy: limit inferior dissection, use the anterior circumflex vessels as the landmark, and handle the subscapularis gently.

Viva & Exam Focus


Mnemonic

SUBSCAPSUBSCAP β€” subscapularis management options

S
Strongest construct
Osteotomy gives bone-to-bone healing, biomechanically the most robust at time-zero
U
Union risk
Osteotomy carries a small non-union/malunion risk β€” rare but recognised
B
Balanced approach
Peel offers a good balance of exposure and repair integrity without hardware
S
Screws or suture fixation
Osteotomy fixed with screws and/or heavy sutures over a bone bridge
C
Cut medial to insertion
Tenotomy divides the tendon a short distance medial to its footprint β€” simplest
A
Anatomic restoration
Goal is anatomic subscapularis repair without lengthening or overtightening
P
Peel a reasonable default
Elevate from the lesser tuberosity, repair through transosseous tunnels β€” outcomes comparable across techniques

Hook:Examiners expect you to compare the three subscapularis techniques with pros and cons and state your preference with rationale

Mnemonic

REPAIRREPAIR β€” steps of the open Bankart technique

R
Retract deltoid–pectoralis
Develop the deltopectoral interval, take the cephalic vein laterally
E
Expose subscapularis
Incise clavipectoral fascia lateral to the conjoint, protect the musculocutaneous nerve
P
Peel subscapularis
Elevate from the lesser tuberosity, or perform osteotomy/tenotomy by preference
A
Access the joint capsule
Vertical capsulotomy exposes the glenoid; assess bone loss and pathology
I
Insert anchors
3–4 suture anchors on the glenoid face at the articular margin, 45Β° deadman angle
R
Restore labrum–capsule
Pass sutures through labrum AND capsule, tie in 30–40Β° ER for the shift

Hook:A systematic sequence demonstrates understanding of the critical steps β€” essential for the operative viva

Critical anatomy at risk

Axillary nerve

Passes from the quadrilateral space across the anterior subscapularis and curves under its inferior border, closest to the joint at the inferior (6 o'clock) glenoid β€” within a finger-breadth of the rim; the anterior circumflex vessels mark its level. Protect with minimal inferior dissection, a finger or retractor guard, gentle subscap mobilisation, and by avoiding a deep inferior Fukuda.

Musculocutaneous nerve

Enters coracobrachialis 3–8 cm from the coracoid tip (average 5 cm, highly variable). Protect by incising the clavipectoral fascia lateral to the conjoint tendon and avoiding aggressive medial retraction.

Cephalic vein

Lies in the deltopectoral interval, superficial to the clavipectoral fascia. Take it laterally with the deltoid to preserve venous drainage, or medially with pectoralis; ligate and cauterise if injured.

Long head of biceps

Lies in the bicipital groove lateral to the subscapularis insertion β€” a lateral landmark. Identify the groove and avoid taking the subscapularis down too laterally; preserve the rotator interval.

Brachial plexus

Lies posterior to the clavipectoral fascia and can be stretched by arm positioning in beach chair. Avoid excessive traction; keep the arm neutral and monitor its position throughout.

Clinical Decision Scenarios

Practise clinical reasoning and management decisions out loud

Viva scenarioModerate
Clinical prompt

β€œA 28-year-old professional rugby player has recurrent anterior shoulder instability despite an arthroscopic Bankart repair 18 months ago, with 3 redislocations. CT shows 18% glenoid bone loss and a moderate Hill-Sachs lesion. How would you manage him? Walk me through your decision-making.”

Viva scenarioModerate
Clinical prompt

β€œYou have taken down the subscapularis with a peel during an open Bankart repair and are now ready to repair it. Walk me through your subscapularis repair technique and how you assess its adequacy.”

Viva scenarioAdvanced
Clinical prompt

β€œCompare and contrast the three subscapularis management options for an open Bankart repair. Which do you prefer and why? Give the specific indications, advantages and disadvantages of each.”

Exam day cheat sheet
Open Bankart Repair β€” exam-day essentials

Indications (open vs arthroscopic)

  • Failed arthroscopic Bankart (most common)
  • Revision shoulder stabilisation
  • Glenoid bone loss 15–20% (not enough for Latarjet)
  • Engaging Hill-Sachs needing remplissage
  • Contact athletes wanting lowest recurrence
  • Contraindication: bone loss greater than 25% needs Latarjet

Key anatomy & danger zones

  • Axillary nerve: anterior subscap, closest at the 6 o'clock glenoid β€” anterior circumflex landmark
  • Musculocutaneous nerve: enters conjoint 3–8 cm from coracoid (avg 5 cm)
  • Cephalic vein: deltopectoral interval, take laterally
  • Long head biceps: bicipital groove, lateral landmark
  • Brachial plexus: avoid excessive traction in beach chair

Critical operative steps

  • Beach chair 60–70Β°, arm free for intraop ROM testing
  • Deltopectoral approach, cephalic vein taken laterally
  • Clavipectoral fascia incised LATERAL to conjoint
  • Subscap: peel default, osteotomy for high-demand, tenotomy simplest
  • Vertical capsulotomy; assess bone loss β€” abort if greater than 25%
  • 3–4 anchors on the glenoid FACE at 45Β° deadman angle
  • Capsulolabral shift (labrum AND capsule), tie in 30–40Β° ER
  • Subscap repair in neutral, tested to 40Β° ER intraop

Numbers to know

  • Recurrence roughly 5–10% open vs 10–15% arthroscopic
  • Subscap failure about 5–15% (no clear difference between techniques)
  • ER loss average ~10Β° (up to ~20% in some series)
  • Axillary nerve 1–2% transient, under 1% permanent
  • Bone-loss threshold 20–25%; subcritical loss above ~13.5% (Shaha)

Complications & management

  • Recurrence 5–10%: accurate bone assessment, secure repair, abort if greater than 25%
  • Subscap failure 5–15%: secure peel/osteotomy, test to 40Β°, protect postop
  • ER loss 10–20%: tie in 30–40Β° ER, test intraop
  • Axillary palsy 1–2%: minimal inferior dissection, anterior circumflex landmark
  • Infection 1–2%: cefazolin within 60 min; deep needs debridement + 6 weeks IV

Postoperative protocol

  • Sling in IR for 6 weeks (more conservative than arthroscopic)
  • NO ER past neutral for 6 weeks β€” protects the subscap
  • Pendulum immediately; passive ROM weeks 2–3
  • Active ROM 6–8 weeks; strengthening 12 weeks
  • Non-contact sport 4–6 months, contact 6+ months, full recovery 6–9 months

Background & Evidence


Open versus arthroscopic Bankart. Open repair carries a lower recurrence rate (roughly 5–10%) than modern arthroscopic repair (10–15%), at the cost of greater morbidity (subscapularis takedown, stiffness). Arthroscopy is preferred for primary cases without significant bone loss; open repair is preferred for revision cases, bone loss of 15–20%, engaging Hill-Sachs lesions, and contact athletes. The long-term Pelet series (29-year follow-up) shows durable stability but a measurable loss of rotation and secondary osteoarthritis in a substantial minority. Glenoid bone-loss thresholds. The amount of bone loss drives the procedure choice:

Under 10%
Typical approach
Soft-tissue Bankart adequate
10–15%
Typical approach
Soft-tissue Bankart acceptable; consider a bone block if other risk factors
15–20%
Typical approach
Soft-tissue possible but higher recurrence; open Bankart or Latarjet by risk profile
20–25%
Typical approach
Critical threshold β€” favour a Latarjet
Greater than 25%
Typical approach
Soft-tissue Bankart will fail β€” Latarjet mandatory
Glenoid bone loss and the approach it dictates
Glenoid bone lossTypical approach
Under 10%Soft-tissue Bankart adequate
10–15%Soft-tissue Bankart acceptable; consider a bone block if other risk factors
15–20%Soft-tissue possible but higher recurrence; open Bankart or Latarjet by risk profile
20–25%Critical threshold β€” favour a Latarjet
Greater than 25%Soft-tissue Bankart will fail β€” Latarjet mandatory
Note that "subcritical" loss matters earlier than the classic threshold: Shaha found WOSI outcomes worsening once glenoid bone loss exceeded about 13.5%, even without frank recurrence. Subscapularis management evidence. Lesser-tuberosity osteotomy gives bone-to-bone healing and the most robust time-zero construct; the peel offers a balanced, hardware-free repair; tenotomy is simplest but relies on tendon-to-tendon healing. Comparative clinical series (largely arthroplasty cohorts, e.g. Aibinder 2019, Buckley 2014) show no significant difference in subscapularis failure, pain or function between techniques at short-to-mid term; the preference for peel or osteotomy in young high-demand athletes is driven by biomechanics and external-rotation strength data, not by a proven clinical difference. Capsulolabral repair (labrum plus capsule) is superior to labrum-only, three to four anchors are standard, and the 45Β° deadman angle gives optimal pullout strength. Guidelines, registries & global practice | Theme | Global consensus / named-society position | |-------|-------------------------------------------| | First-time dislocation in a young athlete | High redislocation risk untreated; early stabilisation increasingly favoured (AAOS, BOA, ESSKA/ISAKOS) | | Procedure selection | Use validated risk tools (ISIS, glenoid track / on-track–off-track) rather than a single threshold | | Glenoid bone loss | Bone block (Latarjet) once loss approaches or exceeds 20–25%; subcritical loss worsens outcomes (Shaha) | | Antibiotic prophylaxis | A first-generation cephalosporin (e.g. cefazolin) within 60 min of incision; a glycopeptide for beta-lactam allergy or MRSA risk β€” consistent across SIGN, NICE, AAOS and WHO surgical-site-infection guidance | Global practice variation. Open Bankart remains a workhorse in lower-resource settings and for revision or complex cases worldwide, while many high-volume centres now reserve open soft-tissue repair for selected cases and move early to a Latarjet when bone loss or risk factors are high. The underlying principles β€” quantify bipolar bone loss, protect the axillary nerve, achieve a secure capsulolabral repair and a healed subscapularis β€” are universal regardless of health system.

References


Evidence

Bankart repair for recurrent anterior glenohumeral instability: results at twenty-nine years' follow-up

Level IV
Pelet S, Jolles BM, Farron A β€’ J Shoulder Elbow Surg (2006)
Key Findings:
  • 30 shoulders followed a mean of 29 years after open Bankart repair for traumatic anterior instability
  • Recurrent dislocation in 3 patients (10%), one requiring reoperation β€” durable stability
  • Mean loss of external rotation 24 degrees and internal rotation 19 degrees versus the contralateral shoulder
  • Radiographic osteoarthritis in 40% overall (including 5 patients requiring later shoulder arthroplasty)
Clinical implication: Open Bankart repair gives reliable long-term stability but does not prevent secondary glenohumeral osteoarthritis, and patients should be counselled about a measurable long-term loss of rotation.
Verify on PubMed (PMID 16517366)
Evidence

Redefining 'critical' bone loss in shoulder instability: functional outcomes worsen with 'subcritical' bone loss

Level III
Shaha JS, Cook JB, Song DJ, et al. β€’ Am J Sports Med (2015)
Key Findings:
  • 73 shoulders after isolated arthroscopic Bankart repair, mean follow-up 48 months
  • Glenoid bone loss above about 13.5% produced WOSI scores consistent with a poor clinical outcome even without recurrence
  • Mean bone loss was significantly higher in failures than in stable repairs (24.7% vs 12.8%)
  • Failure rose sharply in the highest quartile (27.8% with 20–35% bone loss)
Clinical implication: The 'critical' threshold for addressing glenoid bone loss may be lower than the classic 20–25%; significant subcritical bone loss favours an open soft-tissue repair with careful tensioning or, with higher loss, a bone-augmenting Latarjet.
Verify on PubMed (PMID 25883168)
Evidence

Evolving concept of bipolar bone loss and the Hill-Sachs lesion: from 'engaging/non-engaging' to 'on-track/off-track' lesion

Level V
Di Giacomo G, Itoi E, Burkhart SS β€’ Arthroscopy (2014)
Key Findings:
  • Introduces the glenoid track to integrate humeral (Hill-Sachs) and glenoid bone loss as bipolar loss
  • An off-track Hill-Sachs lesion engages the anterior rim and predicts failure of isolated soft-tissue repair
  • Glenoid bone loss of 25% or more (inverted-pear glenoid) warrants glenoid bone grafting
  • Provides a quantitative, reproducible treatment paradigm combining radiographic and arthroscopic assessment
Clinical implication: Always assess BOTH sides of the joint: an off-track Hill-Sachs lesion must be addressed (remplissage or bone block) or an isolated Bankart repair will fail despite acceptable glenoid bone stock.
Verify on PubMed (PMID 24384275)
Evidence

The instability severity index score: a simple pre-operative score to select patients for arthroscopic or open shoulder stabilisation

Level II
Balg F, Boileau P β€’ J Bone Joint Surg Br (2007)
Key Findings:
  • Prospective case-control study of 131 patients after arthroscopic Bankart repair with suture anchors
  • Risk factors: age under 20, competitive/contact/overhead sport, hyperlaxity, Hill-Sachs on AP radiograph, loss of glenoid sclerotic contour
  • A 10-point Instability Severity Index Score (ISIS) integrates these factors
  • A score over 6 carried an unacceptable 70% recurrence after arthroscopic repair
Clinical implication: Use the ISIS to select patients: a high score (over 6) steers away from isolated arthroscopic Bankart toward open stabilisation or a bone block (Latarjet).
Verify on PubMed (PMID 17998184)
Evidence

The open Latarjet procedure is more reliable in terms of shoulder stability than arthroscopic Bankart repair

Level III
Bessière C, Trojani C, Carles M, Mehta SS, Boileau P ‒ Clin Orthop Relat Res (2014)
Key Findings:
  • 93 matched pairs (open Latarjet vs arthroscopic Bankart), minimum 4-year (mean 6-year) follow-up
  • Recurrent instability 10% after Latarjet vs 22% after arthroscopic Bankart (OR 0.39)
  • Late (after 2-year) recurrence was far more common in the Bankart group
  • Mean Rowe score higher after Latarjet (78 vs 68); reoperation rates were similar
Clinical implication: When recurrence risk is high (significant bone loss, young contact athlete, prior failed repair), a bone block reliably outperforms soft-tissue repair β€” a key counselling point when offering open Bankart versus Latarjet.
Verify on PubMed (PMID 24615422)
Evidence

Subscapularis management in stemless total shoulder arthroplasty: tenotomy versus peel versus lesser tuberosity osteotomy

Level III
Aibinder WR, Bicknell RT, Bartsch S, Scheibel M, Athwal GS β€’ J Shoulder Elbow Surg (2019)
Key Findings:
  • 188 shoulders compared across tenotomy, peel and lesser tuberosity osteotomy
  • No significant difference in pain, AASE score or patient-reported instability at 2 years
  • Active external rotation was greater after peel than after tenotomy
  • No significant difference in clinical subscapularis failure between techniques
Clinical implication: Comparative clinical data (here in arthroplasty, the best available for direct comparison) do not show one subscapularis takedown method to be clearly superior β€” technique choice can be individualised, with peel or osteotomy favoured biomechanically in high-demand patients.
Verify on PubMed (PMID 31078408)
Editorially reviewed β€” transparent references and correction processPublished by OrthoVellum Medical Education TeamEditorial boardMethodologyReview policy
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Educational content is reviewed for source visibility, editorial coherence, and correction readiness.

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Level
intermediate
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Updated
2026-06-20
SURGICAL APPROACHES USED
Deltopectoral Approach to Shoulder
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