Reverse Shoulder Arthroplasty (RSA)
Comprehensive surgical technique guide for reverse shoulder arthroplasty using the deltopectoral approach for FRCS exam preparation
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REVERSE SHOULDER ARTHROPLASTY (RSA)
Deltopectoral Approach | Grammont Design Principles
Clinical Assessment
R-E-V-E-R-S-EREVERSE - Indications for RSA
G-R-A-M-M-O-N-TGRAMMONT - Design Principles
Primary Indications:
- Cuff tear arthropathy (Hamada grade 4-5) - most common indication
- Massive irreparable rotator cuff tear with pseudoparalysis (elevation less than 90°)
- Complex proximal humerus fractures in elderly (>70 years, 3-4 part, head-split, fracture-dislocation)
- Failed rotator cuff repair with stiffness and pain
- Revision TSA with rotator cuff deficiency
- Rheumatoid arthritis with cuff destruction
Expanding Indications:
- Tumour reconstruction of proximal humerus
- Severe bone loss in revision setting
- Complex instability in elderly with cuff deficiency
- Selected cases of acute fractures (controversial in younger patients)
ABSOLUTE Requirement:
- Functioning deltoid muscle with intact axillary nerve
- Without deltoid, RSA WILL NOT WORK
Exam Pearl
Examiner Question: "A 65-year-old active man has cuff tear arthropathy. Is RSA appropriate at his age?"
Model Answer: "Age 65 is at the younger end for RSA. Traditional threshold was 70+ years due to concerns about glenoid baseplate loosening (5-10% at 10 years) and limited revision options. However, expanding indications now include age 60-70 if: (1) True pseudoparalysis (elevation <90°); (2) Failed alternative treatments; (3) Realistic expectations about longevity and activity. I would counsel him about 10-15 year implant survival, limited external rotation, and that revision is more complex than primary. Australian AOANJRR data supports RSA in carefully selected patients >60."
Indication Red Flags
- RSA for primary OA with intact cuff - TSA is indicated, not RSA (higher complication rate)
- Missing axillary nerve palsy - RSA will FAIL without functioning deltoid
- Young high-demand patient - RSA is NOT for return to heavy sport/labor
- Not recognizing pseudoparalysis - <90° active elevation indicates cuff deficiency regardless of X-ray
Critical Danger Structures
Axillary Nerve
Location: Exits quadrangular space, runs on ANTERIOR-INFERIOR capsule 5-7cm below acromion
Course: Wraps around surgical neck of humerus posteriorly
CRITICAL: Injury = complete RSA failure. Deltoid paralysis = no elevation
Protection: Careful inferior capsular release UNDER DIRECT VISION. Do not blindly release inferiorly. Place inferior retractor carefully.
EXAM KEY: RSA depends ENTIRELY on deltoid. Axillary nerve injury is CATASTROPHIC.
Musculocutaneous Nerve
Location: Enters conjoint tendon 5-8cm distal to coracoid (mean 5.5cm)
Course: Pierces coracobrachialis, lies between biceps and brachialis
Risk: Medial retractor placement too distal
Protection: Place medial retractor SUPERIOR, within 5cm of coracoid
Injury Result: Biceps weakness, lateral forearm numbness
Suprascapular Nerve
Location: Posterior to glenoid in suprascapular notch
Risk: Posterior glenoid screw placement
Protection: Direct posterior screw at scapular body, ANTERIOR to suprascapular notch
Injury Result: Infraspinatus paralysis (already non-functional in RSA indication, but denervation pain possible)
Brachial Plexus
Location: Deep to conjoint tendon, medial
Risk: Overzealous medial dissection, deep retractor placement
Protection: Stay lateral to conjoint, avoid deep medial dissection
Injury: Variable upper limb weakness and numbness
Equipment
Implants and Instruments
Glenoid Components:
- Baseplate (central fixation + peripheral locking screws)
- Glenosphere: typically 36mm or 38mm diameter (larger = more stability, less notching)
- Standard vs eccentric/lateralized designs (affect notching and ROM)
Humeral Components:
- Metaphyseal-engaging uncemented stem (most common)
- Long cemented stem (for revision, poor bone quality)
- Polyethylene liner (various thicknesses: 6mm, 9mm, 12mm, 15mm)
- +/- humeral tray options
Instruments:
- Deltopectoral retractor set (Kolbel, Bankart)
- Humeral resection guide
- Sequential humeral broaches
- Glenoid exposure retractors
- Baseplate guide with central pin
- Glenoid reamers (powered)
- Impactors for baseplate and glenosphere
- Fluoroscopy for baseplate positioning confirmation
Additional:
- Beach chair positioner with arm holder
- Bump/bolster for medial scapular border
- Bipolar cautery
- Deep drain
Modern Design Variations:
- Standard Grammont (medialized, no lateral offset)
- Lateralized glenoid (bony increase offset - BIO RSA)
- Lateralized humeral (135° neck shaft angle with offset)
- Combined lateralization designs (for better ROM, less notching)
Positioning and Preparation
Patient Position: Beach chair at 70-80° (more upright than TSA - glenoid access critical)
- Head secured in horseshoe headrest
- Large bump under medial scapular border (brings glenoid anteriorly)
- Table break at shoulder level
- Arm draped free to fingertips
Landmarks:
- Coracoid process (KEY landmark - palpate for every step)
- Clavicle
- Acromion
- AC joint
- Spine of scapula (mark before draping)
Surgical Approach: Deltopectoral - TRUE internervous plane
Incision: 15-18cm curvilinear from coracoid distally toward deltoid insertion
- Longer than TSA (glenoid access more demanding)
- Can extend proximally along clavicle if needed
Key Setup Points:
- Fluoroscopy available for baseplate positioning confirmation
- Patient cannot slide - secure torso
- Arm must be freely mobile for manipulation
Operative Technique
Step 1: Positioning and Setup
Beach chair position at 70-80° (more upright than TSA). Head secured. Large bump under medial scapular border - this is CRITICAL in RSA to bring the glenoid face anteriorly. Table break at shoulder. Arm draped completely free. Mark coracoid, clavicle, acromion, AC joint, spine of scapula.
Exam Pearl
Technical Tip: Positioning in RSA is more upright than TSA because glenoid exposure, particularly the INFERIOR glenoid, is critical. The bump under the medial scapular border rotates the scapula and brings the glenoid face anteriorly. This makes the inferior glenoid accessible for correct baseplate positioning.
Positioning Dangers
- Patient slipping - secure torso well, steep beach chair position increases slide risk
- Inadequate scapular bump - if glenoid not brought forward, inferior exposure impossible
- Brachial plexus stretch - avoid excessive head tilt away from operative side
- Venous air embolism - rare but reported in beach chair, keep BP adequate
Step 2: Incision and Deltopectoral Interval
15-18cm incision from coracoid distally. Identify deltopectoral groove and cephalic vein. Retract vein LATERALLY with deltoid (90% of surgeons). Develop interval proximally to clavicle, distally 8-10cm.
TRUE INTERNERVOUS PLANE:
- Deltoid (axillary nerve) laterally
- Pectoralis major (medial/lateral pectoral nerves) medially
Protect the Deltoid
The deltoid is the MOTOR for RSA. Protect it absolutely. Use self-retaining retractors carefully. Avoid excessive lateral retraction. Any deltoid injury compromises RSA function significantly.
Exam Pearl
Examiner Question: "Which way do you retract the cephalic vein in the deltopectoral approach?"
Model Answer: "90% of surgeons retract laterally with deltoid. Rationale: the vein has more tributaries from the deltoid side, so lateral retraction keeps these tethered branches under direct vision. However, some retract medially claiming the pectoralis side is safer. The key is consistency - always retract the same way so you know where the vein is. If torn, ligate both ends and continue. The vein is not expendable but its injury is manageable."
Step 3: Deep Exposure
Identify conjoint tendon medially. Note that musculocutaneous nerve enters 5-8cm distal to coracoid - place medial retractor SUPERIOR to this. Release upper pectoralis major insertion if needed. Identify subscapularis - often ABSENT or severely atrophic in cuff tear arthropathy. If present, can release without repair (RSA does not depend on subscapularis).
Exam Pearl
Examiner Question: "How do you protect the musculocutaneous nerve during RSA?"
Model Answer: "The musculocutaneous nerve enters the coracobrachialis (conjoint tendon) 5-8cm distal to the coracoid (mean 5.5cm). I protect it by: (1) Palpating the coracoid as my reference; (2) Placing the medial retractor within 5cm of the coracoid; (3) Avoiding excessive medial dissection distal to this safe zone; (4) Never blindly retracting the conjoint. If injured, it causes biceps weakness and lateral forearm numbness."
Deep Exposure Hazards
- Musculocutaneous nerve - enters conjoint 5-8cm from coracoid, keep medial retractor proximal
- Subscapularis in RSA - often atrophied or absent, don't waste time searching
- Conjoint tendon traction - gentle retraction only, excessive force risks brachial plexus
- Upper pec release - if needed, stay on bone to protect anterior circumflex vessels
Step 4: Capsulectomy and Joint Entry
Perform AGGRESSIVE 360° capsular release - more extensive than TSA:
- Superior release (remove remnant cuff)
- Anterior release with subscapularis
- INFERIOR release - CRITICAL but PROTECT axillary nerve (5-7cm below acromion on anterior-inferior capsule)
- Posterior release
Exam Pearl
EXAM KEY: The inferior capsular release in RSA is essential for glenoid exposure but is the most dangerous part of the operation. The axillary nerve runs on the anterior-inferior capsule 5-7cm below the acromion with the posterior circumflex humeral artery. Perform this release under DIRECT VISION, not blindly.
Capsulectomy Dangers - CRITICAL STEP
- Axillary nerve - 5-7cm below acromion on anterior-inferior capsule, release UNDER DIRECT VISION
- Posterior circumflex humeral artery - travels with axillary nerve, cauterise before transecting
- Blind inferior release - NEVER acceptable, must visualise what you are cutting
- Incomplete release - if cannot expose inferior glenoid, baseplate will be too superior
Step 5: Humeral Head Removal
Externally rotate, extend, and adduct to deliver humeral head. Make humeral neck cut at ANATOMIC NECK (more proximal than TSA). Cut angle 135-145° (more valgus than TSA). This preserves metaphyseal bone for stem fixation and accommodates the medialized center of rotation.
Exam Pearl
Examiner Question: "How does the humeral cut in RSA differ from TSA?"
Model Answer: "In RSA, the cut is more proximal (anatomic neck) and more valgus (135-145°) compared to TSA. Reasons: (1) The medialized center of rotation requires less lateral offset; (2) Preserving metaphyseal bone provides better stem fixation; (3) The higher cut accommodates the reversed biomechanics. In TSA, the cut is at the surgical neck with 20-30° retroversion to match native anatomy. RSA uses 0-20° retroversion to optimize external rotation."
Humeral Head Removal Hazards
- Fracture during delivery - osteoporotic bone common in RSA indications, gentle manipulation
- Excessive bone removal - cut too distal compromises metaphyseal fixation
- Varus cut - leads to varus stem alignment and instability
- Soft tissue stripping - preserve deltoid insertion, avoid excessive periosteal stripping
Step 6: Glenoid Exposure (CRITICAL)
Place three retractors:
- Anterior retractor over anterior rim
- Posterior retractor into capsule
- INFERIOR retractor into axillary recess (protect axillary nerve!)
Must expose ENTIRE glenoid face including INFERIOR border. Remove all labrum, capsule, osteophytes. If cannot see inferior glenoid, cannot position baseplate correctly.
Inferior Glenoid Exposure
If you cannot see the inferior glenoid rim clearly, you will position the baseplate too superiorly, causing scapular notching. Take time for meticulous inferior exposure. This is the most technically demanding step.
Exam Pearl
Examiner Question: "What is the most technically demanding step in RSA and why?"
Model Answer: "Glenoid exposure, particularly the inferior glenoid. In RSA, the baseplate MUST sit flush with the inferior glenoid rim with 5-10° inferior tilt. If the inferior glenoid is not visible, the baseplate ends up too superior, causing scapular notching in 50-80% of cases. This exposure requires: (1) Complete capsulectomy; (2) Three retractors (anterior, posterior, inferior); (3) Adequate scapular bump positioning; (4) Patience. The inferior retractor placement must protect the axillary nerve."
Step 7: Baseplate Positioning (CRITICAL DECISION)
Baseplate position determines RSA success. Goals:
- INFERIOR TILT: 5-10° inferior tilt, baseplate FLUSH with inferior glenoid rim
- NEUTRAL VERSION: 0-5° anteversion or retroversion
- CENTRAL POSITION: not superior
Place central guide pin aiming toward coracoid base. Confirm position with fluoroscopy. Ream glenoid face flat to bleeding bone.
Exam Pearl
EXAM KEY: Baseplate positioning is THE critical step in RSA. The baseplate must sit flush with the inferior glenoid with 5-10° of inferior tilt. If it sits too superiorly, scapular notching occurs in 50-80% of cases, leading to polyethylene wear and potential loosening. The central pin should aim toward the coracoid base.
Baseplate Positioning Errors
- Superior placement - most common error, causes scapular notching in 50-80%
- Excessive retroversion - aim for neutral, >10° retroversion causes posterior instability
- Excessive anteversion - causes anterior impingement and instability
- Not confirming with fluoroscopy - use image guidance to verify inferior position
Step 8: Baseplate Fixation
Insert baseplate with central fixation (press-fit or screw). Place 2-4 peripheral locking screws:
- Superior screw: aims toward coracoid base (strong bone)
- Inferior screw: parallel to glenoid face or slight inferior
- Posterior screw: aim at scapular body, ANTERIOR to suprascapular notch (nerve)
- Anterior screw: safe direction
All screws bicortical (28-40mm depending on bone stock). Insert glenosphere (typically 36mm or 38mm).
Exam Pearl
Examiner Question: "Where do you aim the posterior screw in RSA baseplate fixation?"
Model Answer: "The posterior screw must aim at the scapular body ANTERIOR to the suprascapular notch. The suprascapular nerve runs in the notch and can be injured by a posteriorly-directed screw. Safe technique: angle the screw 10-15° anterior to the glenoid plane, aiming toward the scapular spine base. I use bicortical fixation (28-40mm screws) for maximum purchase. The superior screw aims toward the coracoid base which has the strongest bone."
Baseplate Fixation Dangers
- Posterior screw - avoid suprascapular notch, aim screw anterior to prevent nerve injury
- Unicortical screws - always aim for bicortical purchase (28-40mm)
- Inadequate screw length - poor fixation leads to baseplate loosening (5-10% at 10 years)
- Glenosphere size - too small increases notching risk, 36-38mm preferred
Step 9: Humeral Preparation
Open humeral canal with box chisel in CENTER of metaphysis. Sequential broaching to metaphyseal contact.
Key RSA Difference: Humeral retroversion is 0-20° (LESS than TSA's 20-30°). Decreased retroversion in RSA helps improve external rotation which is often limited in these patients.
Exam Pearl
Examiner Question: "What humeral version do you use in RSA and why is it different from TSA?"
Model Answer: "RSA uses 0-20° retroversion compared to TSA's 20-30°. The reason is external rotation optimization. RSA patients have deficient external rotators (teres minor, infraspinatus) and the medialized center of rotation further limits ER. By reducing humeral retroversion, we position the arm in relatively more external rotation at rest, improving functional ER. Some modern stems allow intraoperative version adjustment to fine-tune ROM."
Humeral Preparation Hazards
- Varus entry point - causes stem malalignment and instability, enter CENTER of metaphysis
- Eccentric broaching - risks perforation, follow anatomic axis
- Excessive retroversion - worsens already limited external rotation
- Fracture during broaching - osteoporotic bone common, gentle sequential broaching
Step 10: Humeral Trial and Assessment
Insert trial stem and polyethylene liner (typically 6mm, 9mm, or 12mm). Reduce shoulder. Assess:
- STABILITY: Test in adduction (inferior instability most common in RSA)
- ROM: Forward elevation should easily exceed 90°, aim for 120-140°
- External rotation: Often limited (0-20°) due to loss of external rotators
- Scapular notching: Feel for impingement between polyethylene and lateral scapula
Exam Pearl
Stability Testing: In RSA, the most common direction of instability is INFERIOR (opposite to TSA where it's posterior). Test stability with the arm adducted and apply distraction. If unstable inferiorly, use a thicker polyethylene liner.
Trial Assessment Pitfalls
- Only testing forward elevation - must test INFERIOR stability (arm adducted, distract)
- Accepting minimal instability - leads to postoperative dislocation (2-5%)
- Not documenting ROM - record intraoperative elevation and ER for medicolegal purposes
- Impingement with adduction - indicates potential notching, may need larger glenosphere
Step 11: Final Component Implantation
Insert final humeral stem (cemented or uncemented based on bone quality). Assemble polyethylene liner. Reduce shoulder - may feel clunk as concave poly engages convex glenosphere.
Exam Pearl
Examiner Question: "When do you cement the humeral stem in RSA?"
Model Answer: "I consider cementing for: (1) Poor bone quality - severe osteoporosis with wide medullary canal; (2) Metaphyseal defects - from fractures or revisions; (3) Channal/stem mismatch - if broach doesn't achieve adequate metaphyseal fit; (4) Periprosthetic fracture during surgery. Most primary RSA uses uncemented metaphyseal-engaging stems in good bone. If cementing, I use third-generation technique with canal preparation, restrictor, pressurization, and stem centralizer."
Final Implantation Hazards
- Periprosthetic fracture - watch for proximal humerus fracture during impaction
- Component disengagement - ensure polyethylene fully seated before reduction
- Cement extravasation - if cementing, avoid posterior extrusion near nerves
- Wrong polyethylene size - double-check liner matches trial that was stable
Step 12: Subscapularis Management (Controversial)
If subscapularis was present and released, repair is OPTIONAL in RSA (unlike TSA where it's critical). Many surgeons do NOT repair in RSA as function does not depend on it. If repairing: use heavy sutures to lesser tuberosity if good tissue quality.
Exam Pearl
Examiner Question: "Do you repair the subscapularis in RSA? Why is this different from TSA?"
Model Answer: "In RSA, subscapularis repair is OPTIONAL - many surgeons do not repair. Key differences: (1) RSA does not depend on cuff - deltoid is the sole motor via Grammont mechanism; (2) Subscapularis is often atrophied/absent in cuff tear arthropathy; (3) Internal rotation is preserved by pectoralis major, latissimus dorsi; (4) Anterior stability is inherent to conforming articulation. In TSA, subscapularis repair is CRITICAL because cuff function is required and anterior instability is the main concern. If I repair in RSA, it's for potential anterior stability benefit in borderline cases."
Subscapularis Decisions
- Don't waste time searching - in CTA, subscapularis is often absent or non-functional
- TSA thinking - don't apply TSA principles to RSA, cuff repair is not essential
- Repair quality - if you repair, ensure tissue is adequate, don't repair rubbish tissue
- Repair for stability only - consider if borderline anterior stability on trials
Step 13: Final Stability and ROM Check
Systematic testing:
- Inferior stability (arm adducted, distract)
- Anterior stability (extension, external rotation)
- Posterior stability (forward flexion, internal rotation)
- ROM: Forward elevation >90° easily, external rotation to neutral
Document intraoperative ROM.
Exam Pearl
Examiner Question: "What is the most common direction of instability in RSA and how do you test for it?"
Model Answer: "INFERIOR instability is most common in RSA - opposite to TSA where posterior instability predominates. Testing: (1) Hold arm adducted at side; (2) Apply inferior distraction force; (3) Assess for subluxation or dislocation inferiorly. If unstable: use thicker polyethylene liner (go from 6mm to 9mm or 12mm). Inferior instability occurs because the concave polyethylene sits on the convex glenosphere, and with arm adducted, the polyethylene can ride off inferiorly. The abduction pillow postoperatively helps prevent this."
Final Check Requirements
- Test ALL directions - inferior (most common), anterior, and posterior stability
- Accept nothing less than stable - instability = dislocation postoperatively
- Document ROM - record forward elevation and external rotation achieved
- Compare to trials - if final stability differs from trial, reassess components
Step 14: Closure and Immobilization
Copious irrigation (9-12L). Meticulous hemostasis. Place deep drain. Close deltopectoral interval loosely (overtightening restricts deltoid). Layered closure. Apply sling with ABDUCTION PILLOW (30° abduction) - prevents inferior instability.
Exam Pearl
Examiner Question: "Why do you use an abduction pillow after RSA and not a simple sling?"
Model Answer: "The abduction pillow maintains the shoulder at 30° abduction for two reasons: (1) Prevents inferior instability - the most common direction of dislocation in RSA. With arm adducted, the concave polyethylene can sublux off the glenosphere inferiorly; (2) Reduces tension on deltopectoral repair - the deltoid is the motor for RSA, so we must protect the soft tissue interval. This differs from TSA where posterior instability is the concern and a simple sling suffices. Duration is typically 6 weeks."
Closure and Immobilization Errors
- Overtightening deltopectoral interval - restricts deltoid function, the motor for RSA
- No drain - hematoma common, increases infection risk
- Simple sling - must use ABDUCTION pillow (30°) to prevent inferior instability
- Inadequate irrigation - RSA has higher infection rate than TSA (2-4%), irrigate thoroughly
Post-operative Protocol
Immobilization:
- Sling with abduction pillow (30°) for 6 weeks
- Different from TSA - can start passive forward elevation immediately (no subscapularis to protect)
Weeks 0-6:
- Passive ROM: forward elevation to 120°, external rotation to 20°
- Pendulum exercises
- NO active elevation (protect deltoid healing and soft tissue)
Weeks 6-12:
- Active-assisted then active ROM
- Begin deltoid strengthening
- Progressive ROM
Weeks 12+:
- Unrestricted activities
- Advanced strengthening
Follow-up Imaging:
- X-rays at 6 weeks, 3 months, 1 year, then annually
- Monitor for scapular notching and baseplate fixation
Expected Outcomes:
- Pain relief: excellent (90%+)
- Forward elevation: 120-140° typically
- External rotation: often limited (neutral to 20°)
- Patient satisfaction: 90%+
Complications
Complication Management
Exam Viva Scenarios
Practice these scenarios to excel in your viva examination
"A 75-year-old woman presents with severe shoulder pain and inability to lift her arm above horizontal for the past 2 years. X-ray shows superior migration of the humeral head with acetabularization of the acromion. What is your diagnosis and management?"
"What is scapular notching, why does it occur, and how do you prevent it?"
"Explain the Grammont design principles and how RSA biomechanics differ from the native shoulder and TSA."
Reverse Shoulder Arthroplasty - Exam Summary
High-Yield Exam Summary
References
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