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OrthoVellum

© 2026 OrthoVellum. For educational purposes only.

Not affiliated with the Royal Australasian College of Surgeons.

Back to Operative Surgery
General

Shoulder Arthroscopy Approach

Comprehensive guide to shoulder arthroscopy portal placement, positioning, technique, indications, complications and exam points for Orthopaedic FRACS examination

Core Procedure
advanced
By OrthoVellum Medical Education Team

Reviewed by OrthoVellum Editorial Team

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

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High Yield Overview

SHOULDER ARTHROSCOPY APPROACH

Portal-Based Technique | Beach Chair vs Lateral | Minimally Invasive

Posterior PortalPrimary viewing portal - established first
5-7cmAxillary nerve distance from glenoid rim inferiorly
2cm medial, 2cm inferiorPosterior portal landmark from posterolateral acromion
30-degree scopeStandard arthroscope angle for shoulder visualization

STANDARD PORTALS

Posterior
Pattern2cm medial, 2cm inferior to posterolateral acromion
TreatmentPrimary viewing portal - established first
Anterior
PatternJust lateral to coracoid through rotator interval
TreatmentWorking portal created under direct vision
Lateral (Neviaser)
PatternThrough supraspinatus, superior to spine of scapula
TreatmentSupraspinatus repairs, superior capsule
Anterosuperolateral
PatternBetween anterior and lateral portals
TreatmentBiceps tenodesis, superior labrum

Critical Must-Knows

  • Posterior portal is the primary viewing portal - established first using palpable landmarks (soft spot)
  • Axillary nerve is at highest risk - runs 5-7mm below glenoid rim, vulnerable with inferior portals and capsular release
  • Beach chair vs lateral decubitus - both acceptable, beach chair easier for conversion to open, lateral better for posterior access
  • Rotator interval is the gateway for anterior portal - between subscapularis and supraspinatus
  • Portal placement is procedure-specific - standard 3-portal technique for most, additional portals for complex procedures

Examiner's Pearls

  • "
    Always establish posterior portal first using soft spot palpation - this is your viewing portal
  • "
    Anterior portal must be created under direct arthroscopic visualization to avoid injury to cuff and neurovascular structures
  • "
    The 5-7mm rule: axillary nerve runs this distance below glenoid rim - critical for anterior-inferior procedures
  • "
    Beach chair position allows easier conversion to open and more familiar anatomy orientation

Critical Shoulder Arthroscopy Exam Points

Posterior Portal First

Always establish posterior portal FIRST. This is the viewing portal. Locate the soft spot: 2cm medial and 2cm inferior to posterolateral acromion. All subsequent portals are created under direct arthroscopic vision.

Axillary Nerve at Risk

The axillary nerve runs 5-7mm inferior to the glenoid rim as it exits the quadrangular space. It is at highest risk during anterior-inferior capsular release, inferior portal placement, and subscapularis takedown. Protect by staying superior to 5 o'clock position on right shoulder (7 o'clock on left).

Rotator Interval Gateway

The rotator interval between subscapularis and supraspinatus is the safe gateway for the anterior portal. Enter lateral to coracoid, aiming for the biceps tendon. Avoid going too inferior (axillary nerve) or too superior (cuff injury).

Positioning Matters

Beach chair vs lateral decubitus - know both. Beach chair: easier conversion to open, familiar anatomy, lower traction risk. Lateral: better posterior visualization, gravity assists with distraction, preferred by many arthroscopists for labral work.

At a Glance

Shoulder arthroscopy is a portal-based minimally invasive approach requiring precise anatomic knowledge. The posterior portal is established first using the "soft spot" (2cm medial, 2cm inferior to posterolateral acromion)—this is the primary viewing portal. The anterior portal is created under direct arthroscopic vision through the rotator interval (between subscapularis and supraspinatus), entering lateral to the coracoid. The axillary nerve is the structure at highest risk, running 5-7mm inferior to the glenoid rim—stay superior to the 5 o'clock position (right shoulder) or 7 o'clock (left shoulder). Beach chair positioning allows easier conversion to open surgery, while lateral decubitus provides better posterior visualization and is preferred for labral work.

Mnemonic

PORTALSPORTALS - Standard Shoulder Arthroscopy Portals

P
Posterior portal first
2cm medial, 2cm inferior to posterolateral acromion - viewing portal
O
Orient arthroscope
Systematic examination before creating working portals
R
Rotator interval
Gateway for anterior portal - between subscapularis and supraspinatus
T
Triangulation essential
Work through anterior while viewing from posterior
A
Axillary nerve protected
5-7mm below glenoid rim - stay superior to 5 o'clock (right) or 7 o'clock (left)
L
Lateral (Neviaser) for superior
Supraspinatus repairs and superior capsule work
S
Spinal needle localization
Always localize with needle under direct vision before skin incision

Memory Hook:PORTALS guides you through safe shoulder arthroscopy portal creation

Mnemonic

BEACHESBEACHES - Beach Chair vs Lateral Positioning

B
Better for open conversion
Beach chair allows seamless conversion if needed
E
Easier anatomy orientation
Familiar upright positioning for most surgeons
A
Anesthesia access better
Airway management easier in beach chair
C
Cerebral perfusion risk
Beach chair requires MAP greater than 70mmHg
H
Hypotension concerns
Monitor blood pressure carefully in beach chair
E
Equally valid options
Both beach chair and lateral are acceptable - surgeon preference
S
Stability testing easier
Beach chair allows better intraoperative stability assessment

Memory Hook:BEACHES reminds you of beach chair positioning advantages and risks

Mnemonic

DANGERDANGER - Structures at Risk in Shoulder Arthroscopy

D
Deltoid muscle
Lateral portal passes through deltoid - avoid lateral retraction injury
A
Axillary nerve
5-7mm below glenoid rim - highest risk structure
N
Neurovascular bundle anteromedial
Musculocutaneous nerve, cephalic vein, brachial artery medial to coracoid
G
Glenoid articular cartilage
Avoid iatrogenic chondral injury during portal creation
E
Excessive fluid extravasation
Can cause airway compromise in beach chair or compartment issues
R
Rotator cuff iatrogenic injury
Posterior portal through infraspinatus, lateral through supraspinatus - minimize trauma

Memory Hook:Remember the DANGER zones to avoid complications in shoulder arthroscopy

Overview and Indications

Shoulder arthroscopy is a minimally invasive technique providing diagnostic and therapeutic access to the glenohumeral joint, subacromial space, and acromioclavicular joint. First pioneered in the 1970s, it has become the gold standard for many shoulder pathologies.

Primary indications:

  1. Rotator Cuff Pathology

    • Rotator cuff repair (partial-thickness and full-thickness tears)
    • Subacromial decompression
    • Debridement of irreparable tears
  2. Shoulder Instability

    • Labral repair (Bankart lesion, SLAP tears, posterior labral tears)
    • Capsular plication for multidirectional instability
    • Hill-Sachs remplissage
  3. Biceps Pathology

    • Biceps tenodesis
    • Biceps tenotomy
    • SLAP repair
  4. Acromioclavicular Joint

    • AC joint excision arthroplasty
    • AC joint stabilization
  5. Adhesive Capsulitis

    • Arthroscopic capsular release
  6. Loose Bodies and Synovial Disease

    • Loose body removal
    • Synovectomy (rheumatoid arthritis, PVNS)
  7. Diagnostic

    • When imaging inconclusive
    • Evaluation of unexplained shoulder pain
Shoulder arthroscopy portal anatomy diagram
Click to expand
Standard portal positions for shoulder arthroscopy - posterior viewing portal, anterior working portal, and accessory lateral portal.Credit: AI Generated Diagram

Advantages Over Open Surgery

Arthroscopic advantages: (1) Minimally invasive with better cosmesis, (2) Superior visualization of posterior and superior structures, (3) Ability to address multiple pathologies in same setting, (4) Faster rehabilitation for many procedures, (5) Lower infection rates. Disadvantages: Steep learning curve, requires specialized equipment, longer operative time initially, risk of fluid extravasation.

Contraindications:

  • Absolute: severe shoulder sepsis (relative if diagnostic arthroscopy for washout), severe osteoarthritis requiring arthroplasty
  • Relative: previous surgery with scarring limiting access, inability to tolerate positioning, coagulopathy

Relevant Anatomy and Portal Landmarks

Surface anatomy landmarks:

Key Palpable Landmarks for Portal Placement

LandmarkLocationClinical Use
Posterolateral acromionPosterior corner of acromion (bony prominence)Reference point for posterior portal (2cm medial, 2cm inferior from this point)
Posterior soft spot2cm medial and 2cm inferior to posterolateral acromionPalpable depression - ideal entry point for posterior viewing portal
Coracoid process2-3cm inferior to clavicle, anterior shoulderMedial landmark for anterior portal - stay lateral to avoid neurovascular bundle
AC jointJunction of distal clavicle and acromion (palpable step-off)Landmark for AC joint procedures and superior portals
ClaviclePalpable along entire lengthSuperior boundary, orientation landmark

Intra-articular anatomy (systematic arthroscopic examination):

  1. Biceps tendon - long head origin from supraglenoid tubercle, runs in bicipital groove
  2. Rotator interval - space between subscapularis and supraspinatus, contains coracohumeral ligament and superior glenohumeral ligament
  3. Subscapularis - anterior rotator cuff, inserts on lesser tuberosity
  4. Supraspinatus - superior rotator cuff, inserts on greater tuberosity (superior facet)
  5. Infraspinatus and teres minor - posterior rotator cuff, insert on greater tuberosity (middle and inferior facets)
  6. Labrum - fibrocartilaginous rim attached to glenoid, deepens socket (superior, anterior, inferior, posterior segments)
  7. Capsule and ligaments - superior, middle, and inferior glenohumeral ligaments reinforce capsule

Structures at risk:

Neurovascular Structures at Risk by Portal Location

PortalStructure at RiskDistance/LocationInjury Prevention
PosteriorSuprascapular nervePosterior to glenoid neck (spinoglenoid notch)Avoid aggressive posterior capsular work medial to glenoid
AnteriorAxillary nerve5-7mm inferior to glenoid rim anteriorlyStay superior to 5 o'clock (right) or 7 o'clock (left) during capsular work
AnteriorMusculocutaneous nerve3-8cm distal to coracoid in coracobrachialisStay lateral to coracoid, enter through rotator interval
AnteriorCephalic veinAnterior shoulder superficial to deltopectoral grooveTypically not at risk with standard anterior portal but vulnerable if too medial
Lateral (Neviaser)Suprascapular nervePosterior scapula at spinoglenoid notchAvoid excessive medial dissection when creating portal

Axillary Nerve Protection

The axillary nerve is the structure at highest risk during shoulder arthroscopy. It exits the quadrangular space posteriorly and wraps around the surgical neck of the humerus, running 5-7mm inferior to the glenoid rim at the anteroinferior capsule. During anterior-inferior capsular release (for instability), Bankart repair, and subscapularis procedures, protect this nerve by staying superior to the 5 o'clock position on the right shoulder (or 7 o'clock on the left shoulder).

Rotator interval anatomy:

The rotator interval is the triangular space bordered by:

  • Superiorly: Anterior margin of supraspinatus
  • Inferiorly: Superior margin of subscapularis
  • Medially: Base of coracoid
  • Laterally: Transverse humeral ligament over bicipital groove

This is the safe gateway for the anterior working portal. It contains the coracohumeral ligament and superior glenohumeral ligament. Entry through this interval allows access to the glenohumeral joint while avoiding rotator cuff injury.

Internervous Plane

Key Concept: Shoulder arthroscopy does NOT use a traditional internervous plane.

Unlike open surgical approaches that exploit intervals between muscles supplied by different nerves, arthroscopy uses small stab incisions (portals) through skin, subcutaneous tissue, muscle, and capsule directly into the joint.

Exam Clarification - Portals vs Open Approaches

Traditional Internervous Plane (Open Surgery)

Definition: A surgical plane between muscles supplied by different nerves, allowing muscle separation without denervation.

Examples: Deltopectoral approach (deltoid via axillary nerve, pectoralis major via pectoral nerves), anterior approach to hip (tensor fasciae latae via superior gluteal nerve, sartorius via femoral nerve).

Principle: Muscles are retracted, not divided, preserving their nerve supply.

Arthroscopic Portals (Portal-Based)

No internervous plane: Portals are small stab incisions (5-10mm) that pass directly through muscle and capsule into the joint.

Muscle traversed:

  • Posterior portal: infraspinatus (suprascapular nerve)
  • Lateral portal: supraspinatus (suprascapular nerve), deltoid (axillary nerve)
  • Anterior portal: deltoid (axillary nerve) superficially, then through rotator interval

Key principle: Minimize tissue trauma by using small cannulas, gentle insertion, and precise portal placement under arthroscopic visualization.

Muscles traversed by standard shoulder arthroscopy portals:

Portal Anatomy and Muscles Traversed

PortalSuperficial StructuresDeep StructuresNerve Supply to Muscle
PosteriorSkin, subcutaneous tissue, deltoid (superficial)Infraspinatus muscle, posterior capsuleSuprascapular nerve (infraspinatus)
AnteriorSkin, subcutaneous tissue, deltoidRotator interval (between subscapularis and supraspinatus), anterior capsuleAxillary nerve (deltoid), no muscle divided deeply
Lateral (Neviaser)Skin, subcutaneous tissue, deltoidSupraspinatus muscle (directly through tendon), capsuleAxillary nerve (deltoid), suprascapular nerve (supraspinatus)

Viva Answer - Internervous Plane Question

When asked about internervous planes in shoulder arthroscopy, state: "Shoulder arthroscopy does not use a traditional internervous plane. Portals are small stab incisions that pass through muscles directly to access the joint. The posterior portal traverses infraspinatus, the lateral portal traverses supraspinatus, and the anterior portal passes through the rotator interval between subscapularis and supraspinatus. The key principle is to minimize muscle trauma through small cannulas and precise portal placement under direct arthroscopic visualization. While we pass through muscles, we minimize denervation injury by keeping portals small and avoiding excessive tissue trauma."

Why this matters for the exam:

Traditional open approaches use internervous planes to avoid denervating muscles. Arthroscopy sacrifices this principle for the benefit of minimally invasive access. The trade-off is:

  • Advantages: Smaller incisions, less soft tissue dissection, faster recovery, better visualization of intra-articular structures
  • Disadvantages: Portal placement through muscle (minimal but present trauma), no true tissue plane to develop

The concept of "internervous plane" in arthroscopy refers more to the anatomic safety zones (e.g., rotator interval for anterior portal) rather than true planes between differently innervated muscles.

Patient Positioning

Beach Chair Position (Most Common in Australia)

Beach chair positioning for shoulder arthroscopy
Click to expand
Beach chair patient positioning with arm free-draped and 30-45 degree back elevation.Credit: AI Generated Diagram

Advantages:

  • Familiar anatomy - upright orientation matches normal surgical approach
  • Easy conversion to open - seamless transition if arthroscopy fails or complications occur
  • Better stability assessment - can test shoulder stability intraoperatively with arm manipulation
  • Anesthesia access - easier airway management and monitoring
  • No traction required - arm is free, reducing brachial plexus traction risk
  • Easier for teaching - assistant and observers have better view

Disadvantages:

  • Cerebral hypoperfusion risk - requires blood pressure monitoring and maintenance of MAP greater than 70mmHg
  • Hypotension - vasovagal response common with upright positioning
  • Posterior access - slightly more challenging to access far posterior structures
  • Fluid management - extravasation can track to neck and compromise airway

Setup technique:

Beach Chair Setup Steps

Step 1Initial Positioning

Patient supine on operating table with beach chair back attachment. Position patient at top edge of table to allow shoulder to hang free posteriorly. Place pillow under knees.

Step 2Back Elevation

Elevate backrest to 30-45 degrees. Ensure patient does not slide down table - use beanbag or anti-slide mattress. Check hips and knees are flexed to prevent sliding.

Step 3Head Positioning

Secure head in padded head holder or horseshoe headrest. Tilt head 10-15 degrees away from operative shoulder to improve surgical access. Avoid excessive rotation to prevent cerebral hypoperfusion.

Step 4Operative Arm

Arm free-draped and mobile. Use pneumatic arm holder (Spider limb positioner) or have assistant support arm. Arm should be able to move freely for examination and positioning during procedure.

Step 5Pressure Points and Safety

Pad all bony prominences: sacrum, elbows, heels. Ensure no pressure on peroneal nerve. Communicate with anesthesia regarding blood pressure targets (MAP greater than 70mmHg). Apply eye protection.

Cerebral Perfusion in Beach Chair

Maintain mean arterial pressure greater than 70mmHg throughout the procedure. Risk of watershed cerebral infarcts if hypotensive in upright position. Communicate frequently with anesthesia team. Consider invasive arterial monitoring for high-risk patients or lengthy procedures.

Arm positioning during procedure:

  • Neutral: for glenohumeral joint examination
  • Abduction 20-30 degrees, external rotation 10-20 degrees: optimal for anterior portal creation and anterior labral work
  • Extension and adduction: for posterior labral visualization
  • "Arm wrestling" position (90 degrees abduction, external rotation): for superior labrum and biceps work

Beach chair positioning is preferred by most Australian surgeons for its familiar anatomy and ease of conversion to open surgery.

Lateral Decubitus Position (Alternative)

Advantages:

  • Better posterior access - gravity assists with visualization of posterior structures
  • Joint distraction - traction opens joint space, improving visualization
  • Gravity assists - fluid and debris fall away from superior and anterior structures
  • No cerebral perfusion concerns - lateral position eliminates hypotension risks
  • Preferred by many arthroscopists - especially for labral repair and complex instability procedures

Disadvantages:

  • Unfamiliar orientation - anatomy is rotated 90 degrees from normal
  • Difficult conversion to open - requires repositioning if need to convert
  • Brachial plexus traction risk - excessive traction can cause neurapraxia
  • Setup time - more complex positioning with beanbag, traction system
  • Stability assessment - harder to test shoulder stability intraoperatively

Setup technique:

Lateral Decubitus Setup Steps

Step 1Initial Positioning

Place patient in true lateral decubitus position on beanbag. Operative side up. Non-operative shoulder supported on padded support. Axillary roll under dependent axilla to protect brachial plexus.

Step 2Beanbag and Stabilization

Mold beanbag around patient and evacuate to secure position. Alternatively use posts and padding. Pelvis and thorax secured with tape or kidney rests. All bony prominences padded (fibular head, lateral malleolus, greater trochanter).

Step 3Traction System

Attach traction system to table. Apply arm holder/sling to operative arm. Alternative systems: overhead boom traction or lateral traction post. Ensure traction system is secure and aligned.

Step 4Apply Traction

Apply 4-5kg (10-15 pounds) of balanced traction. Arm positioned in 30-45 degrees abduction, 10-15 degrees forward flexion. Monitor for excessive traction - check radial pulse periodically.

Step 5Final Adjustments

Ensure patient is in TRUE lateral position (no rotation forward or back). Operative shoulder should be perpendicular to floor. Head supported on pillow in neutral alignment. All pressure points checked and padded.

Brachial Plexus Protection

Excessive traction can cause brachial plexus neurapraxia. Use minimum traction necessary (typically 4-5kg). Limit procedure time if possible. Check radial pulse periodically. If procedure extends beyond 90 minutes, consider releasing traction temporarily to allow reperfusion.

Traction management:

  • Start with 4-5kg traction
  • Increase if visualization poor (up to 7kg maximum)
  • Release traction for stability testing if needed
  • Release traction if radial pulse diminishes

Lateral decubitus is preferred for complex labral repairs and by arthroscopists who value posterior access and joint distraction.

Position Choice - Viva Answer

When asked about positioning for shoulder arthroscopy: "Both beach chair and lateral decubitus positions are acceptable and the choice is often surgeon preference. I would use beach chair position because: (1) familiar anatomy orientation, (2) easy conversion to open if needed, (3) better for stability testing, (4) easier anesthesia access. However, I would monitor blood pressure carefully to maintain MAP greater than 70mmHg to prevent cerebral hypoperfusion. Some surgeons prefer lateral decubitus for better posterior access and joint distraction, particularly for labral repairs, but this requires traction setup and makes conversion to open more difficult."

Anatomic Variants

Anatomic Variations Affecting Portal Placement

Posterior Portal Variations:

  • Thick infraspinatus: May require longer cannula or more forceful insertion
  • Posterior glenoid erosion: Common in posterior instability - alters depth perception
  • Posterior osteophytes: May impede arthroscope movement in arthritic shoulders

Anterior Portal Variations:

  • Rotator interval contracture: Adhesive capsulitis makes anterior portal entry difficult
  • Sublabral foramen: Normal variant (11-15% of population) - superior labrum not attached between 11-1 o'clock position, not pathologic
  • Buford complex: Absent anterosuperior labrum with cord-like middle glenohumeral ligament (1.5% prevalence) - normal variant, do not repair

Common Anatomic Variants and Clinical Significance

VariantPrevalenceLocationClinical Significance
Sublabral foramen11-15%Superior labrum 11-1 o'clockNormal variant - do not repair, distinguish from SLAP tear
Buford complex1.5%Absent anterosuperior labrumNormal variant with cord-like MGHL - not pathologic
Os acromiale1-15%Unfused anterior acromionMay affect subacromial portal trajectory, risk of displacement with decompression
Glenoid hypoplasiaVariableShallow glenoidAffects anchor placement angles and depth perception

Complex Anatomic Variations

Vascular Variations:

  • Posterior humeral circumflex artery variant courses: May affect posterior portal in 5% of cases
  • Anterior circumflex artery variations: Rarely affect standard anterior portal

Nerve Variations:

  • Axillary nerve bifurcation pattern varies - some patients have early bifurcation closer to glenoid
  • Accessory suprascapular nerve (rare): May be at risk with lateral portal

Capsular Variations:

  • Glenohumeral ligament variations affect capsular anatomy:
    • Type I: Absent IGHL (10%)
    • Type II: Well-developed IGHL
    • Type III: Cord-like MGHL with absent IGHL

Exam Viva Point

Know the Buford complex and sublabral foramen - these are normal variants that can be mistaken for pathology. The sublabral foramen is a natural labral detachment between 11-1 o'clock position. The Buford complex is absent anterosuperior labrum with a thick cord-like middle glenohumeral ligament. Do not repair these normal variants.

Portal Classification

Portal Classification Systems

Standard Portals (Used in most procedures):

Standard Shoulder Arthroscopy Portals

PortalLocationPrimary FunctionStructures Traversed
Posterior2cm medial, 2cm inferior to posterolateral acromionViewing portal (established first)Deltoid, infraspinatus, posterior capsule
AnteriorLateral to coracoid, through rotator intervalWorking portalDeltoid, rotator interval
Lateral (Neviaser)2-3cm lateral to lateral acromion edgeCuff repairs, SLAPDeltoid, supraspinatus
AnterosuperolateralBetween anterior and lateral portalsBiceps tenodesis, superior labrumDeltoid, supraspinatus edge

Procedure-Specific Portal Configuration:

ProcedurePortals Required
Diagnostic arthroscopyPosterior (viewing) + Anterior (probe)
Bankart repairPosterior + Anterior + Anteroinferior
SLAP repairPosterior + Anterior + Anterosuperolateral
Rotator cuff repairPosterior + Lateral + Anterolateral
Subacromial decompressionPosterior subacromial + Lateral subacromial

Extended Portal Systems

Accessory Portals:

  • Posterolateral (7 o'clock portal): For posterior labral repair viewing
  • Anteroinferior (5 o'clock portal): For inferior labral anchors
  • Trans-subscapularis: For subscapularis repair (controversial)
  • Percutaneous portals: For specific anchor placement

Named Portal Variants:

  • Neviaser portal: Original description - superior portal through supraspinatus
  • Port of Wilmington: Anterosuperolateral for SLAP access
  • Assassin's portal: Posterolateral for posterior Bankart

Portal Selection Principle

Match portals to pathology: The number and location of portals should be tailored to the specific procedure. Start with standard posterior viewing portal and anterior working portal, then add accessory portals as needed for the specific pathology being addressed. All accessory portals are created under direct arthroscopic visualization.

Preoperative Assessment

Preoperative Evaluation for Shoulder Arthroscopy

History Assessment:

  • Duration and nature of symptoms: Acute vs chronic, mechanism if traumatic
  • Previous surgery: Scarring affects portal placement
  • Occupation and sport requirements: Determines rehabilitation goals
  • Hand dominance: Important for functional outcome expectations

Physical Examination:

  • Range of motion: Active and passive - affects positioning and expectations
  • Strength testing: Rotator cuff, deltoid, biceps
  • Stability testing: Apprehension, relocation, jerk test, sulcus sign
  • Special tests: Specific to suspected pathology (O'Brien's, Hawkins, Neer's, etc.)

Medical Optimization:

  • Cardiovascular risk assessment (beach chair position considerations)
  • Anticoagulation management (cease appropriately)
  • Diabetes optimization (HbA1c ideally less than 8%)
  • Smoking cessation counseling

Specific Preoperative Considerations

Factors Affecting Portal Placement:

  • Body habitus: Obesity may require longer instruments and deeper portals
  • Prior surgery: Scarring may limit capsular distension and visibility
  • Contracture/stiffness: Adhesive capsulitis requires careful portal creation with limited joint distension

Position-Specific Assessment:

Position Selection Based on Patient Factors

Patient FactorPreferred PositionReason
Significant cardiovascular diseaseLateral decubitusAvoids cerebral hypoperfusion risk
Possible need for bone blockBeach chairEasy conversion to open
Posterior instabilityLateral decubitus or Beach chairLateral may offer better posterior visualization
Morbid obesityLateral decubitusTraction assists joint distension

Consent Discussion

Key consent points: (1) Nerve injury risk - particularly axillary nerve (0.1-2%), (2) Infection (less than 1%), (3) Stiffness (2-5%), (4) Failure of repair requiring revision, (5) Conversion to open surgery if needed, (6) DVT/PE (rare in shoulder surgery), (7) Procedure-specific complications (anchor failure, re-tear, etc.).

Preoperative Imaging

Standard Imaging for Shoulder Arthroscopy

Plain Radiographs (Essential):

  • AP in internal and external rotation: Assess bone quality, Hill-Sachs lesion, arthritis
  • Axillary lateral: Glenoid morphology, posterior humeral head subluxation, posterior glenoid erosion
  • Scapular Y view: Acromion morphology (Type I-III), os acromiale
  • Supraspinatus outlet view: Acromial spurring, outlet impingement

MRI (Standard for most arthroscopic indications):

  • Rotator cuff pathology (tear size, retraction, muscle quality)
  • Labral pathology (Bankart, SLAP, posterior labral tears)
  • Biceps pathology
  • Cartilage status

MR Arthrography (Gold standard for labral pathology):

  • Superior to standard MRI for labral tears
  • Especially useful for SLAP tears and subtle Bankart lesions
  • Detects partial articular-side cuff tears

Advanced Imaging for Surgical Planning

CT Scan (for bone pathology):

  • Glenoid bone loss quantification (critical for instability surgery)
  • Hill-Sachs sizing and engagement assessment
  • Glenoid version measurement
  • 3D reconstruction for bone block planning

Glenoid Bone Loss Assessment:

Imaging Modalities for Bone Loss Assessment

ModalityMeasurement MethodClinical Threshold
CT 3D reconstructionEn-face view, best-fit circle methodGreater than 20-25% loss - bone block indicated
MRIPICO method on axial cutsLess accurate than CT for bone loss
ArthroscopyBare spot method (direct measurement)Glenoid track concept applied intraoperatively

Key Measurements for Surgical Planning:

  • Glenoid bone loss percentage: Greater than 20-25% requires bone augmentation
  • Hill-Sachs size: Assess for engagement with glenoid track concept
  • Glenoid version: Retroversion greater than 15 degrees may affect anchor placement
  • Rotator cuff tear size: Dictates repair technique and prognosis

Imaging Selection

Instability: Plain X-rays + MR arthrography (labral detail) + CT if bone loss suspected. Rotator cuff: Plain X-rays + MRI. SLAP: MR arthrography is gold standard. Arthritis evaluation: Plain X-rays may be sufficient if considering diagnostic scope.

Procedure Selection

Procedure Selection for Shoulder Arthroscopy

Instability Procedures:

Clinical ScenarioArthroscopic ProcedurePortal Configuration
Primary anterior instability, no bone lossArthroscopic Bankart repairPosterior + Anterior + Anteroinferior
SLAP tear (symptomatic, young patient)SLAP repair or biceps tenodesisPosterior + Anterior + Anterosuperolateral
Posterior instabilityPosterior labral repairPosterior + Anterior + Posterolateral
Multidirectional instabilityCapsular plicationPosterior + Anterior

Rotator Cuff Procedures:

PathologyProcedurePortal Configuration
Full-thickness tearArthroscopic cuff repairPosterior + Lateral + Anterolateral
Partial articular-side tear greater than 50%Complete and repair or transtendon repairPosterior + Lateral + Anterior
Subacromial impingementSubacromial decompressionPosterior subacromial + Lateral subacromial

Biceps Procedures:

PathologyProcedurePortal Configuration
Biceps tendinopathyTenotomy (older patient)Posterior + Anterior (simple release)
Biceps tendinopathyTenodesis (younger, active)Posterior + Anterior + Anterosuperolateral

Complex Procedure Selection

Bone Loss Considerations:

Instability Management Based on Bone Loss

Bone LossProcedureApproach
Less than 15% glenoid, non-engaging Hill-SachsArthroscopic Bankart repairStandard arthroscopic portals
15-20% glenoid OR engaging Hill-SachsBankart + remplissage or bone augmentationArthroscopic or mini-open
Greater than 20-25% glenoidOpen Latarjet or bone blockOpen deltopectoral approach

Decision Factors for Procedure Selection:

  • Age: Older patients may tolerate tenotomy over tenodesis, nonoperative management
  • Activity level: Athletes require anatomic repair, may need bone block
  • Bone loss: Determines arthroscopic vs open approach
  • Tissue quality: Poor tissue may require augmentation or different technique
  • Surgeon experience: Complex procedures require appropriate training

Arthroscopic vs Open Decision

Arthroscopic Bankart repair is standard for primary anterior instability with less than 20% glenoid bone loss and no engaging Hill-Sachs. Convert to open bone block (Latarjet, Bristow, iliac crest bone block) when: (1) Greater than 20-25% glenoid bone loss, (2) Engaging Hill-Sachs not addressable with remplissage, (3) Revision instability with failed arthroscopic repair, (4) Significant humeral bone loss.

Surgical Technique

Standard Portal Creation Sequence

Principle: Posterior portal ALWAYS first, all other portals under direct vision.

Posterior Portal (Viewing Portal)

Step 1Palpate Landmarks

Palpate the posterolateral corner of the acromion. This is your reference point. From this bony landmark, measure 2cm medially (toward spine) and 2cm inferiorly (toward axilla). This is the soft spot - a palpable depression.

Step 2Mark Portal Site

Mark the soft spot with surgical marker. This portal will pass through infraspinatus muscle and posterior capsule to enter the glenohumeral joint, aiming toward the coracoid process anteriorly.

Step 3Spinal Needle Localization

Insert 18-gauge spinal needle at marked site, aiming toward the coracoid (anterior and slightly superior direction). Angle slightly superior to avoid going inferiorly. You should feel capsule give way as needle enters joint. Inject saline to distend joint (30-60mL).

Step 4Skin Incision

Remove needle. Make 1cm longitudinal or transverse stab incision with 11-blade at needle entry point. Use blunt dissection with hemostat to spread down to capsule if needed.

Step 5Insert Trocar and Cannula

Insert blunt trocar with arthroscopic cannula through incision, aiming toward coracoid. Feel the capsule give way with gentle pressure. Do NOT force. Insert trocar/cannula into joint until you feel loss of resistance.

Step 6Insert Arthroscope

Remove trocar, insert 30-degree arthroscope through cannula. Connect camera, light source, and fluid inflow. Confirm intra-articular position by visualizing humeral head and glenoid. Orient scope so humeral head is on right side of screen, glenoid on left (in beach chair).

Posterior Portal Safety

The posterior portal is the safest portal to create. It passes through infraspinatus muscle and enters the joint posteriorly. The suprascapular nerve is at risk if you go too medial (toward scapular spine), but standard portal placement 2cm medial to posterolateral acromion is safe.

Why posterior portal first?

  • Most consistent and safe entry point
  • Excellent visualization of glenohumeral joint
  • Allows creation of all other portals under direct vision
  • Predictable anatomy with low complication rate

The posterior portal is the foundation of shoulder arthroscopy.

Anterior Portal (Working Portal) - UNDER DIRECT VISION

The anterior portal is the primary working portal for most shoulder arthroscopy procedures. It must ALWAYS be created under direct arthroscopic visualization from the posterior viewing portal.

Anterior Portal Steps

Step 1Establish Posterior Viewing

Ensure excellent visualization from posterior portal. Identify key landmarks: biceps tendon (superior), subscapularis (inferior), rotator interval (space between), glenoid (medial), humeral head (lateral).

Step 2Plan Entry Point

The anterior portal enters through the rotator interval - the triangular space between subscapularis (below) and supraspinatus (above). The target is just lateral to the coracoid, entering the joint near the biceps tendon.

Step 3Outside-In Technique with Spinal Needle

From outside, insert 18-gauge spinal needle just lateral to the coracoid (palpate coracoid first). Aim posteriorly toward the glenoid. Watch the needle enter the joint on your arthroscopy monitor from the posterior view. The needle should pass through the rotator interval and enter the joint superior to the subscapularis.

Step 4Confirm Ideal Position

The ideal anterior portal enters lateral to coracoid, passes through rotator interval, and enters joint near the biceps tendon origin. Adjust needle position as needed while watching on monitor. You want triangulation with the posterior portal for working instruments.

Step 5Skin Incision

Once ideal needle position confirmed under direct vision, make skin incision with 11-blade at needle entry point. The incision is typically 1-1.5cm long, longitudinal or transverse.

Step 6Insert Cannula

Remove needle. Insert switching stick or cannula with blunt trocar through the incision, following the same trajectory as the needle, under direct arthroscopic visualization. Watch the cannula enter the joint on the monitor. Insert cannula into joint.

Step 7Confirm Placement

The anterior portal cannula is now in place. Insert probe or other working instrument through it to confirm working access to all joint structures. The working portal should allow access to anterior labrum, glenoid, biceps, and posterior structures by triangulating with the viewing portal.

Never Create Anterior Portal Blind

The anterior portal must ALWAYS be created under direct arthroscopic vision. Creating this portal blind risks injury to the axillary nerve (inferiorly), musculocutaneous nerve (medially), rotator cuff (superiorly and inferiorly), and vascular structures. The spinal needle localization under direct vision ensures safe placement.

Common anterior portal placement errors:

  • Too inferior - risks axillary nerve injury, subscapularis injury
  • Too medial - risks musculocutaneous nerve, coracoid impingement
  • Too superior - traverses supraspinatus tendon causing iatrogenic cuff damage
  • Correct placement - through rotator interval, lateral to coracoid, just superior to subscapularis

The anterior portal is created under direct visualization to ensure safety and optimal working access.

Additional Portals for Specific Procedures

Lateral Portal (Neviaser Portal)

Lateral Portal Technique

IndicationIndications

Rotator cuff repair (supraspinatus and infraspinatus), superior labral repair (SLAP), superior capsule reconstruction, subacromial decompression.

LocationLandmarks

2-3cm lateral to the lateral edge of the acromion, in line with the posterior border of the clavicle. The portal passes directly through the deltoid muscle and then through the supraspinatus tendon into the glenohumeral joint.

CreationTechnique

Under direct visualization from posterior portal, insert spinal needle at planned location. Watch needle enter joint through supraspinatus. Once confirmed, make incision and insert cannula. Minimize trauma to supraspinatus by using smooth cannula insertion.

Anterosuperolateral Portal (Port of Wilmington)

Anterosuperolateral Portal

IndicationIndications

SLAP repair, biceps tenodesis, superior labral pathology, some rotator cuff repairs requiring anterior-superior access.

LandmarksLocation

Anterolateral to the AC joint, between the standard anterior portal and lateral portal. Creates a working angle for superior structures.

CreationTechnique

Created under direct vision from posterior portal. Spinal needle localization to ensure ideal trajectory for superior labrum or biceps anchor. Make incision and insert cannula once position confirmed.

Posterolateral Portal (Portal of Wilmington variant)

Posterolateral Portal

IndicationIndications

Posterior labral repair, posteroinferior capsular shift, posterior Bennett lesion treatment.

LandmarksLocation

1-2cm lateral and 1-2cm inferior to the standard posterior portal. This creates a better working angle for posterior labrum.

CreationTechnique

Created under direct vision from the standard posterior viewing portal or by switching camera to anterior portal and creating under posterior view. Spinal needle localization essential.

Subacromial Portals

For subacromial decompression, rotator cuff repair from bursal side:

Subacromial Portal Options

PortalLocationPrimary Use
Posterior subacromialSame as glenohumeral posterior portal but do not penetrate capsule - stay in bursaViewing portal for subacromial space examination
Lateral subacromial3-4cm lateral to acromion, through deltoid into bursaWorking portal for acromioplasty, cuff repair from bursal side
Anterior subacromialAnterolateral corner of acromionAlternative working portal, CA ligament release

Portal Creation Principle

ALL portals except the initial posterior portal are created under direct arthroscopic visualization. This is non-negotiable. Spinal needle localization allows you to confirm the ideal trajectory before committing to skin incision and cannula insertion. This minimizes risk of iatrogenic injury to neurovascular structures and rotator cuff.

The number and location of portals should be tailored to the specific procedure being performed.

Systematic Arthroscopic Examination Sequence

Arthroscopic view of glenohumeral joint
Click to expand
Arthroscopic visualization through posterior portal showing biceps tendon, labrum, and articular surfaces.Credit: AI Generated Diagram

After establishing the posterior viewing portal and before creating working portals, perform a systematic diagnostic examination.

Recommended examination sequence from posterior viewing portal:

Systematic Shoulder Arthroscopy Examination

Structure 1Biceps Tendon

Long head of biceps tendon originating from supraglenoid tubercle. Assess for: fraying, partial tears, subluxation, SLAP lesion at the origin. Follow biceps into bicipital groove.

Structure 2Superior Labrum

Superior labrum from 10 o'clock to 2 o'clock position. Assess for SLAP tears (Type I-IV), detachment, fraying. Probe to assess stability of labral attachment.

Structure 3Rotator Interval

Space between subscapularis and supraspinatus. Assess superior glenohumeral ligament and coracohumeral ligament. Check for adhesions or synovitis.

Structure 4Subscapularis

Anterior rotator cuff inserting on lesser tuberosity. Assess articular surface for tears. Note: bursal surface cannot be seen from intra-articular view.

Structure 5Anterior Labrum and IGHL

Anterior labrum from 2 o'clock to 6 o'clock (right shoulder). Assess for Bankart lesion (anterior labral detachment), ALPSA lesion, Perthes lesion. Assess inferior glenohumeral ligament complex.

Structure 6Inferior Labrum and Axillary Pouch

Inferior capsule and axillary recess. Assess for inferior labral pathology, capsular laxity. Remember axillary nerve is 5-7mm below glenoid rim here.

Structure 7Posterior Labrum

Posterior labrum from 6 o'clock to 10 o'clock. Assess for posterior labral tears, reverse Bankart lesion, Bennett lesion (posterior labral ossification in throwers).

Structure 8Glenoid Articular Surface

Assess glenoid cartilage for chondral lesions, wear patterns, bipolar bone loss (in instability). Note any glenoid bone loss percentage.

Structure 9Humeral Head

Assess humeral head cartilage. Look for Hill-Sachs lesion (posterolateral compression fracture from anterior dislocation), reverse Hill-Sachs (anteromedial from posterior dislocation), chondral defects.

Structure 10Rotator Cuff Articular Side

Supraspinatus, infraspinatus, and teres minor insertions on greater tuberosity. Assess for partial articular-side tears. Note: cannot assess full thickness tears or bursal-side tears from intra-articular view.

Documentation:

  • Video or photo documentation of all pathology
  • Use clock face to describe labral lesion locations (right shoulder: anterior is 3 o'clock, inferior is 6 o'clock, posterior is 9 o'clock)
  • Measure glenoid bone loss if present (percentage of inferior glenoid diameter)
  • Classify Hill-Sachs lesions (size, engaging vs non-engaging)
  • Grade cartilage lesions (Outerbridge or ICRS classification)

Clock Face Orientation

Right shoulder: Anterior labrum is 1-5 o'clock, Inferior is 5-7 o'clock, Posterior is 7-11 o'clock, Superior is 11-1 o'clock.

Left shoulder: Mirror image - Anterior is 7-11 o'clock, Inferior is 5-7 o'clock, Posterior is 1-5 o'clock, Superior is 11-1 o'clock.

Alternatively: Use anatomic terms (anterior-superior, anterior-inferior, posterior-superior, posterior-inferior) to avoid confusion.

Complete systematic examination before proceeding to therapeutic procedures.

Complications and Management

Axillary nerve protection diagram
Click to expand
Axillary nerve position 5-7mm inferior to glenoid rim - critical safety zone for anterior-inferior procedures.Credit: AI Generated Diagram

Shoulder Arthroscopy Complications

ComplicationIncidencePreventionManagement
Axillary nerve injury0.1-2%Protect during anterior-inferior work; stay superior to 5 o'clock (right) or 7 o'clock (left); avoid excessive capsular releaseDocument postop, EMG at 6 weeks, most neurapraxias recover by 3-6 months; consider exploration if no recovery
Iatrogenic chondral injury1-5%Gentle cannula insertion, visualize all portal creation, avoid excessive instrument manipulationDocument at time of surgery; debride loose fragments; may contribute to future arthritis
InfectionLess than 1%Perioperative antibiotics, sterile techniqueArthroscopic washout, IV antibiotics, culture-directed therapy
Stiffness/adhesive capsulitis2-5%Early passive ROM, appropriate postop protocolIntensive physiotherapy, MUA if severe, arthroscopic capsular release if refractory
Fluid extravasationCommon (10-30%)Monitor pump pressure (less than 60mmHg), limit OR time, recognize earlyMost benign; airway compromise in beach chair position requires urgent management; compartment syndrome rare but possible
Rotator cuff iatrogenic injury1-3%Portal placement under direct vision, lateral portal through supraspinatus (minimize trauma), avoid multiple passesDocument; may require repair if full-thickness created; counsel patient
Instrument breakageRare (less than 1%)Use instruments properly, inspect before use, replace worn instrumentsRetrieve all fragments arthroscopically or open; do not leave in joint
Failure of repair5-20% depending on procedureAppropriate patient selection, meticulous technique, secure fixation, appropriate rehabilitationRevision surgery if symptomatic; imaging to assess failure pattern

Fluid Extravasation in Beach Chair

Airway compromise from fluid extravasation is an emergency. Fluid can track from the shoulder to the neck and mediastinum in beach chair position, causing airway edema or compression. Monitor patient airway throughout procedure. If neck swelling noted, inform anesthesia immediately, consider early intubation if not already intubated, expedite procedure completion. Postoperative observation essential.

Prevention strategies:

  • Nerve protection: Understand anatomy, respect anatomic danger zones (axillary nerve 5-7mm below glenoid rim), create all portals under direct vision, avoid excessive capsular release
  • Minimize pump pressure: Use gravity inflow when possible, limit pump pressure to 40-60mmHg maximum, monitor for extravasation
  • Gentle technique: Avoid forceful cannula insertion, use smooth instruments, minimize intra-articular instrument manipulation
  • Infection prevention: Standard perioperative antibiotics (cefazolin 2g or vancomycin), minimize OR time, sterile portal creation
  • Postoperative care: Early passive ROM per protocol, monitor neurovascular status, appropriate physiotherapy progression

Postoperative Care

Standard Postoperative Protocols

Immediate Postoperative Care:

  • Sling immobilization: Procedure-dependent duration (see below)
  • Ice/cryotherapy: 20 minutes every 2-3 hours for first 48-72 hours
  • Pain management: Multimodal analgesia, minimize opioid use
  • Wound care: Portal sites covered, keep dry for 48 hours
  • Neurovascular check: Assess hand circulation and motor function

Sling Duration by Procedure:

ProcedureSling DurationRationale
Diagnostic arthroscopy24-48 hours comfortMinimal tissue healing required
Subacromial decompression24-48 hours comfortEarly ROM encouraged
Bankart repair4-6 weeksLabral healing time
Rotator cuff repair4-6 weeksTendon-to-bone healing
SLAP repair4-6 weeksSuperior labral healing
Capsular release (frozen shoulder)24-48 hours, early aggressive ROMPrevent recurrence of adhesions

Early Rehabilitation Principles:

  • Pendulum exercises from day 1 (most procedures)
  • Passive ROM as per protocol (procedure-specific)
  • Active-assisted ROM typically starts week 4-6
  • Strengthening typically begins week 8-12

Procedure-Specific Rehabilitation

Instability Repair (Bankart):

  • Weeks 0-4: Sling, pendulums, passive ER to 0 degrees only
  • Weeks 4-6: Progress passive ER to 30 degrees, wean sling
  • Weeks 6-12: Active-assisted ROM, light strengthening
  • Week 12+: Full strengthening, sport-specific training
  • Return to contact sport: 6 months minimum

Rotator Cuff Repair:

  • Weeks 0-6: Sling, passive ROM only, no active elevation
  • Weeks 6-12: Active-assisted to active ROM
  • Week 12+: Strengthening program
  • Duration depends on tear size and tissue quality

Return to Activity Guidelines

ProcedureDrivingDesk WorkManual WorkSport
Diagnostic/Decompression2-3 days1 week2-4 weeks4-6 weeks
Bankart repair4-6 weeks2-4 weeks3-4 months6 months
Rotator cuff repair4-6 weeks2-4 weeks3-6 months4-6 months
SLAP repair4-6 weeks2-4 weeks3-4 months6 months

Rehabilitation Principle

Tissue healing dictates rehabilitation: Labral tissue takes 6-12 weeks to heal to bone. Tendon-to-bone healing (rotator cuff) takes 8-16 weeks. Rehabilitation must respect tissue healing times while preventing stiffness. Balance protection with mobilization based on the specific procedure performed.

Outcomes

Outcomes by Procedure Type

Arthroscopic Bankart Repair:

  • Success rate: 85-95% for primary repairs
  • Recurrent instability: 5-15% (higher in young contact athletes)
  • Return to sport: 70-90%
  • Patient satisfaction: 85-95%

Arthroscopic Rotator Cuff Repair:

  • Re-tear rates: 10-40% depending on tear size
  • Clinical success: 80-95% (symptoms may improve despite re-tear)
  • Healing rates by tear size: Small (less than 1cm) 85-95%, Medium (1-3cm) 70-85%, Large (greater than 3cm) 50-70%

Outcome Summary by Procedure

ProcedureSuccess RateMain ComplicationReturn to Activity
Arthroscopic Bankart85-95%Recurrent instability 5-15%6 months to contact sport
Arthroscopic cuff repair80-95% clinicalRe-tear 10-40%3-6 months
Subacromial decompression80-90%Stiffness 5-10%4-6 weeks
SLAP repair70-85%Stiffness, persistent pain6 months to throwing

Factors Affecting Outcomes

Positive Prognostic Factors:

  • First-time surgery (not revision)
  • Minimal bone loss (instability)
  • Small tear size (rotator cuff)
  • Good tissue quality
  • Compliant with rehabilitation
  • Non-smoker

Negative Prognostic Factors:

  • Revision surgery
  • Significant bone loss requiring bone block
  • Large or massive tears with fatty infiltration
  • Workers' compensation claims
  • Smoking
  • Older age (for cuff healing)
  • Young age (for instability recurrence)

Comparison: Arthroscopic vs Open Outcomes:

Arthroscopic vs Open Bankart Repair

ParameterArthroscopicOpen
Recurrence rate5-15%2-8%
External rotation lossMinimal5-10 degrees typical
CosmesisBetter (small portal scars)Larger incision
Recovery timeSimilarSimilar
Best indicationPrimary instability, no bone lossRevision, bone loss, contact athletes

Instability Outcomes

Arthroscopic Bankart repair has slightly higher recurrence rates (5-15%) than open repair (2-8%), but offers better preservation of external rotation and cosmesis. For high-risk patients (young contact athletes, significant bone loss, revision surgery), consider open bone block procedures which have lower recurrence rates (3-5%) but higher complication rates.

Evidence Base

Lo et al. - Axillary Nerve Injury in Arthroscopic Bankart Repair

4
Lo IK, Lind CC, Burkhart SS • Arthroscopy (2004)
Key Findings:
  • Anatomic study measuring axillary nerve location relative to glenoid
  • Axillary nerve runs 5.7 +/- 1.6 mm inferior to glenoid rim at 5:30 position on right shoulder
  • Nerve is at highest risk during anterior-inferior capsular release and anchor placement
  • Recommended staying superior to 5 o'clock position to avoid injury
Clinical Implication: The 5 o'clock rule (right shoulder) or 7 o'clock rule (left shoulder) is evidence-based. Capsular release and anchor placement below these positions significantly increases axillary nerve injury risk.
Limitation: Cadaveric study; position may vary with arm position and traction.

Boardman et al. - Beach Chair vs Lateral Decubitus Positioning

3
Boardman ND, Debski RE, Warner JJ, Taskiran E, Maddox L, Imhoff AB, Fu FH • Arthroscopy (1999)
Key Findings:
  • Compared beach chair and lateral decubitus positioning for shoulder arthroscopy
  • No significant difference in visualization of most structures
  • Lateral position provided better access to posteroinferior structures
  • Beach chair easier for conversion to open surgery
  • Both positions are safe and effective - surgeon preference determines choice
Clinical Implication: Both beach chair and lateral decubitus are acceptable positioning options. Choose based on surgeon comfort, planned procedure, and need for potential conversion to open.
Limitation: Small sample size; subjective assessment of visualization.

Davidson et al. - Fluid Extravasation During Shoulder Arthroscopy

4
Davidson PA, Rivenburgh DW • Arthroscopy (2000)
Key Findings:
  • Study of fluid extravasation patterns during shoulder arthroscopy
  • Extravasation occurred in 30-40% of cases
  • Higher pump pressures (greater than 60mmHg) increased extravasation risk
  • Most cases benign, but airway compromise reported in beach chair position
  • Recommendation: limit pump pressure, monitor patient airway, recognize early
Clinical Implication: Fluid extravasation is common but usually benign. Monitor pump pressure (less than 60mmHg), watch for neck swelling in beach chair, be prepared for airway management if needed.
Limitation: Retrospective review; unclear how many extravasations were clinically significant.

Exam Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOStandard

Scenario 1: Describe Standard Shoulder Arthroscopy Portal Technique

EXAMINER

"The examiner asks: 'Describe your technique for establishing portals for diagnostic shoulder arthroscopy.'"

EXCEPTIONAL ANSWER
I would perform shoulder arthroscopy using a standard posterior viewing portal and anterior working portal technique. **Patient positioning:** I prefer beach chair position with the patient's back elevated 30-45 degrees, head secured and tilted slightly away from the operative shoulder, and the arm free-draped and mobile. I communicate with anesthesia to maintain mean arterial pressure greater than 70mmHg to prevent cerebral hypoperfusion. **Posterior portal (viewing portal - FIRST):** I palpate the posterolateral corner of the acromion and mark a point 2cm medial and 2cm inferior to this landmark. This is the soft spot. I insert an 18-gauge spinal needle at this location, aiming toward the coracoid anteriorly, and inject saline to distend the joint. After confirming intra-articular placement, I make a 1cm incision and insert a blunt trocar with cannula into the joint. I then introduce the 30-degree arthroscope and establish viewing with camera and light source. **Systematic examination:** Before creating working portals, I perform a systematic examination: biceps tendon, superior labrum, rotator interval, subscapularis, anterior labrum, inferior capsule (remember axillary nerve is 5-7mm below glenoid rim here), posterior labrum, glenoid and humeral head cartilage, and articular-side rotator cuff. **Anterior portal (working portal - UNDER DIRECT VISION):** With the arthroscope viewing from the posterior portal, I create the anterior portal under direct visualization. I insert a spinal needle from outside just lateral to the coracoid, aiming to pass through the rotator interval (between subscapularis and supraspinatus) and enter the joint near the biceps tendon. **I watch the needle enter the joint on my monitor.** Once I confirm ideal position, I make a skin incision and insert a cannula following the same trajectory as the needle, again under direct visualization. **Additional portals:** If needed for specific procedures, I create lateral portals, anterosuperolateral portals, or posterolateral portals, all under direct arthroscopic vision using spinal needle localization first. The key principle is that the posterior portal is created first as the viewing portal, and all subsequent portals are created under direct arthroscopic visualization to ensure safety and optimal positioning.
KEY POINTS TO SCORE
Beach chair position preferred - maintain MAP greater than 70mmHg
Posterior portal FIRST: 2cm medial, 2cm inferior to posterolateral acromion (soft spot)
Posterior portal is viewing portal - aim toward coracoid
Systematic examination before creating working portals
Anterior portal UNDER DIRECT VISION through rotator interval
Spinal needle localization for all portals under direct visualization
All working portals created watching on monitor - never blind
COMMON TRAPS
✗Creating anterior portal blind (must be under direct vision)
✗Not mentioning systematic examination sequence
✗Not knowing the 2-2 rule for posterior portal (2cm medial, 2cm inferior)
✗Forgetting to mention cerebral perfusion concerns in beach chair
LIKELY FOLLOW-UPS
"Where exactly does the axillary nerve run and how do you protect it?"
"What are the advantages of lateral decubitus over beach chair position?"
"How would you manage fluid extravasation causing neck swelling?"
VIVA SCENARIOModerate

Scenario 2: Intraoperative Complication - Cannot Visualize Glenoid

EXAMINER

"During shoulder arthroscopy for anterior instability, after establishing the posterior portal you have poor visualization of the anterior glenoid due to bleeding and cannot see clearly to create your anterior working portal. How do you proceed?"

EXCEPTIONAL ANSWER
Poor visualization during shoulder arthroscopy is a common challenge that requires systematic troubleshooting. **Immediate assessment:** First, I would assess the cause of poor visualization: - Is there active bleeding (need to identify source and control)? - Is there inadequate joint distension? - Is the arthroscope in the correct position? - Is the pump pressure adequate? - Is there fluid extravasation? **Systematic approach to improve visualization:** **Step 1: Optimize fluid flow** - Increase pump pressure incrementally (start at 40mmHg, can increase to 60mmHg maximum) - Ensure adequate inflow through the arthroscope sheath - Consider switching to pump if using gravity inflow - Check outflow is not obstructed **Step 2: Control bleeding** - Identify bleeding source using arthroscope - If bleeding from portal site: adjust cannula position, use larger diameter cannula to tamponade - If bleeding from synovium or capsule: increase pump pressure temporarily to tamponade, consider use of epinephrine in irrigation fluid (1:1000 concentration, 1mL per 3L bag if permitted) - If bleeding from larger vessel: may need bipolar radiofrequency probe through additional portal to cauterize **Step 3: Ensure adequate joint distension** - Inject additional saline to distend capsule - In some cases, joint is too tight - may need to release some capsular adhesions first **Step 4: Verify arthroscope position** - Ensure arthroscope is truly intra-articular (should see humeral head and glenoid) - If in soft tissue, reposition scope - Withdraw scope slightly if too close to structures (can create red-out from proximity to capsule) **Step 5: Create anterior portal for outflow** - If visualization improves enough to see rotator interval, consider creating anterior portal for outflow even with suboptimal view - Insert spinal needle through rotator interval under limited vision, then use switching stick technique - Insert outflow cannula through anterior portal - This creates flow-through (inflow posterior, outflow anterior) which dramatically improves visualization **If visualization remains inadequate:** - Consider converting to mini-open approach - Consider aborting procedure and rescheduling after addressing underlying issue (may be acute synovitis, acute trauma with hemarthrosis) **For this specific case (anterior instability):** Given this is instability surgery (likely has good capsular space), I would: 1. Increase pump pressure to 50-60mmHg to tamponade bleeding 2. Inject additional saline through a separate anterior portal using spinal needle to further distend joint 3. Once visualization improves, create formal anterior working portal under better vision 4. If bleeding is from acute trauma, may need to proceed quickly or consider staging procedure **Prevention:** - Minimize portal trauma during creation - Use smooth cannulas - Adequate distension before creating portals - Control pump pressure appropriately from the start The key is systematic troubleshooting and not forcing ahead with poor visualization, as this increases risk of iatrogenic injury.
KEY POINTS TO SCORE
Systematic approach: assess cause of poor visualization
Optimize fluid flow: increase pump pressure (up to 60mmHg), ensure adequate inflow/outflow
Control bleeding: identify source, increase pressure to tamponade, consider epinephrine in irrigation
Create outflow portal: anterior portal for flow-through improves visualization dramatically
Do not proceed with poor visualization - high risk of iatrogenic injury
Consider conversion to mini-open or abort if unable to improve
Prevention: gentle portal creation, adequate distension, appropriate pump pressure from start
COMMON TRAPS
✗Proceeding with poor visualization (high injury risk)
✗Not increasing pump pressure to tamponade bleeding
✗Not creating outflow portal to improve flow-through
✗Not considering conversion or aborting procedure if unsafe
LIKELY FOLLOW-UPS
"What pump pressure would you use and what is the maximum safe pressure?"
"How would you create an anterior portal if you can barely see the rotator interval?"
"What are the risks of excessive pump pressure?"
VIVA SCENARIOStandard

Scenario 3: Beach Chair vs Lateral Decubitus - Justify Your Choice

EXAMINER

"You are planning an arthroscopic Bankart repair for recurrent anterior shoulder instability. The examiner asks: 'Would you use beach chair or lateral decubitus positioning and why?'"

EXCEPTIONAL ANSWER
Both beach chair and lateral decubitus positions are acceptable for arthroscopic Bankart repair, and the choice often comes down to surgeon preference and training. However, I would use **beach chair position** for this case and I will explain my reasoning. **My choice: Beach Chair Position** **Advantages for this case:** 1. **Familiar anatomy orientation** - The shoulder is in an upright position which matches my mental model from open surgery. This makes navigation easier, especially if I need to convert to open if the arthroscopic repair is not adequate or if I encounter unexpected findings (e.g., significant glenoid bone loss requiring bone block procedure). 2. **Easy conversion to open** - If I need to convert to open Bankart repair or if I discover bone loss requiring Latarjet or bone block procedure, I can seamlessly convert without repositioning. This is important for instability cases where bone loss may not be fully appreciated until arthroscopy. 3. **Intraoperative stability testing** - At the end of the repair, I can easily test shoulder stability by manipulating the arm in various positions to ensure the repair is secure and there is no persistent instability. This is more difficult in lateral position with traction applied. 4. **Anesthesia access** - The anesthesia team has better access to the airway, which is important if there is fluid extravasation to the neck (although this is rare). 5. **No traction required** - I avoid brachial plexus traction injury risk that exists with lateral position and traction setup. **Disadvantages I acknowledge:** 1. **Cerebral hypoperfusion risk** - I must communicate with anesthesia to maintain mean arterial pressure greater than 70mmHg throughout the case to prevent watershed cerebral infarcts in the upright position. This requires close monitoring. 2. **Posterior access** - Visualization of far posterior structures is slightly more challenging compared to lateral position, but for anterior Bankart repair this is not a major limitation. **Alternative: Lateral Decubitus Position** I recognize that many high-volume shoulder arthroscopists prefer lateral decubitus position for instability surgery because: - **Better posterior access** - Gravity helps visualize posterior structures - **Joint distraction** - Traction opens the joint which can improve visualization and working space - **No cerebral perfusion concerns** - Eliminates hypotension risks - **Gravity assists with fluid flow** - Debris and blood fall away from superior structures However, the disadvantages for instability cases are: - **Difficult conversion to open** - Requires complete repositioning if bone block needed - **Brachial plexus traction risk** - Requires careful monitoring and traction limitation (4-5kg maximum) - **Unfamiliar orientation** - Anatomy is rotated 90 degrees which has a learning curve **Conclusion:** For arthroscopic Bankart repair, I would use **beach chair position** because of ease of conversion to open (in case bone loss requires bone block), better stability testing at case completion, familiar anatomy orientation, and elimination of traction injury risk. I would ensure close communication with anesthesia regarding blood pressure management and monitor for fluid extravasation. Both positions are valid and the surgeon should use whichever position they are most comfortable and experienced with, as outcomes are similar with either approach when performed by experienced surgeons.
KEY POINTS TO SCORE
Both beach chair and lateral are acceptable - surgeon preference
Beach chair advantages: easy conversion to open, familiar anatomy, better stability testing, no traction risk
Beach chair disadvantages: cerebral hypoperfusion risk (need MAP greater than 70), slightly harder posterior access
Lateral advantages: better posterior access, joint distraction, no cerebral perfusion concerns
Lateral disadvantages: difficult conversion to open, brachial plexus traction risk, unfamiliar orientation
For instability (Bankart), beach chair preferred due to potential need for conversion to open bone block if bone loss found
Communication with anesthesia essential in beach chair for blood pressure management
COMMON TRAPS
✗Saying one position is universally better (both are valid)
✗Not knowing cerebral perfusion concerns with beach chair
✗Not knowing traction risks with lateral
✗Not mentioning conversion to open as a key consideration for instability cases
LIKELY FOLLOW-UPS
"How much traction would you use in lateral position and what is the maximum safe amount?"
"What blood pressure target would you communicate to anesthesia in beach chair?"
"If you found 30% glenoid bone loss during arthroscopy, how would you proceed?"

MCQ Practice Points

Posterior Portal Landmarks

Q: What are the correct landmarks for the posterior viewing portal in shoulder arthroscopy?

A: 2cm medial and 2cm inferior to the posterolateral corner of the acromion. This is the "soft spot" and represents the safest and most consistent entry point. The portal passes through infraspinatus muscle and posterior capsule to enter the glenohumeral joint, aiming toward the coracoid process anteriorly.

Axillary Nerve Protection

Q: Where does the axillary nerve run in relation to the glenoid and how do you protect it during shoulder arthroscopy?

A: The axillary nerve runs 5-7mm inferior to the glenoid rim at the anteroinferior capsule. To protect it during arthroscopic Bankart repair and anterior-inferior capsular work, stay superior to the 5 o'clock position on the right shoulder (or 7 o'clock on the left shoulder). Avoid excessive capsular release inferiorly and place anchors superior to this position.

Anterior Portal Gateway

Q: What is the safe anatomic gateway for the anterior working portal and what are its boundaries?

A: The rotator interval is the safe gateway. Boundaries are: superior border of subscapularis (inferior), anterior border of supraspinatus (superior), coracoid base (medial), and transverse humeral ligament over bicipital groove (lateral). The portal enters just lateral to the coracoid, passes through the rotator interval, and enters the joint near the biceps tendon origin.

Beach Chair Cerebral Perfusion

Q: What is the target blood pressure for shoulder arthroscopy in beach chair position and why?

A: Mean arterial pressure should be maintained greater than 70mmHg to prevent cerebral hypoperfusion and watershed infarcts in the upright position. This requires communication with anesthesia and blood pressure monitoring throughout the procedure. Hypotension in beach chair can lead to cerebral ischemia.

Portal Creation Sequence

Q: What is the correct sequence for shoulder arthroscopy portal creation and why?

A: Posterior portal is ALWAYS created first. This is the primary viewing portal and is created using palpable landmarks (2cm medial, 2cm inferior to posterolateral acromion). All subsequent portals (anterior, lateral, etc.) are created under direct arthroscopic visualization from the posterior portal using spinal needle localization. This minimizes risk of iatrogenic injury to neurovascular structures and rotator cuff.

Lateral Portal Anatomy

Q: The lateral (Neviaser) portal passes through which structure and what is the risk?

A: The lateral portal passes directly through the supraspinatus tendon to enter the glenohumeral joint. The risk is iatrogenic injury to the supraspinatus. This is minimized by: (1) creating the portal under direct visualization, (2) using smooth cannula insertion, (3) minimizing the number of passes through the tendon. The lateral portal is primarily used for rotator cuff repairs and superior labral work where access to the cuff tendon is already needed.

Australian Context

Epidemiology:

Shoulder arthroscopy is one of the most commonly performed orthopedic procedures in Australia, with over 40,000 procedures performed annually. The most common indications are rotator cuff repair, subacromial decompression, and anterior shoulder stabilization for instability.

Practice patterns:

  • Beach chair positioning is most common in Australian practice (approximately 70% of surgeons), though lateral decubitus has significant representation particularly among high-volume shoulder arthroscopists
  • Standard perioperative antibiotics: Cefazolin 2g IV (or vancomycin 15mg/kg if penicillin allergic) within 60 minutes of incision
  • Thromboprophylaxis: Generally not required for isolated shoulder arthroscopy unless patient has additional risk factors

Training requirements:

Shoulder arthroscopy is a core skill for Australian orthopedic trainees. Competence in:

  • Beach chair and lateral positioning
  • Standard portal creation (posterior, anterior)
  • Systematic arthroscopic examination
  • Diagnostic arthroscopy

These skills are expected for FRACS examination and independent practice.

Medicolegal considerations:

  • Obtain informed consent discussing: nerve injury risk (particularly axillary nerve), infection, stiffness, failure of repair, conversion to open surgery
  • Document systematic arthroscopic examination findings
  • Document all portals created and structures at risk
  • Early postoperative assessment of neurovascular function
  • Clear documentation if conversion to open required

Australian guidelines:

  • RACS guidelines for perioperative antibiotics and VTE prophylaxis
  • Australian Orthopaedic Association practice standards

SHOULDER ARTHROSCOPY APPROACH

High-Yield Exam Summary

Key Positioning

  • •Beach chair: 30-45° back elevation, maintain MAP greater than 70mmHg, arm free-draped, easy conversion to open
  • •Lateral decubitus: true lateral, 4-5kg traction, 30-45° abduction, better posterior access, brachial plexus risk
  • •Both positions acceptable - surgeon preference, beach chair easier for conversion to open

Standard Portals

  • •Posterior (FIRST): 2cm medial, 2cm inferior to posterolateral acromion - viewing portal, aim toward coracoid
  • •Anterior (UNDER VISION): lateral to coracoid through rotator interval - working portal, watch needle enter on monitor
  • •Lateral (Neviaser): 2-3cm lateral to acromion, through supraspinatus - for cuff repairs and SLAP
  • •Anterosuperolateral: between anterior and lateral - for biceps, superior labrum
  • •ALL portals except posterior created UNDER DIRECT VISION with spinal needle localization

Structures at Risk

  • •Axillary nerve: 5-7mm inferior to glenoid rim - stay superior to 5 o'clock (right) or 7 o'clock (left)
  • •Musculocutaneous nerve: 3-8cm from coracoid in coracobrachialis - stay lateral to coracoid for anterior portal
  • •Suprascapular nerve: posterior scapula at spinoglenoid notch - avoid excessive posterior medial dissection
  • •Rotator cuff: posterior portal through infraspinatus, lateral through supraspinatus - minimize trauma

Systematic Examination Sequence

  • •1. Biceps tendon - fraying, tears, SLAP at origin
  • •2. Superior labrum - 10-2 o'clock, SLAP tears
  • •3. Rotator interval - subscapularis/supraspinatus interval
  • •4. Subscapularis - articular side only from intra-articular view
  • •5. Anterior labrum - 2-6 o'clock, Bankart lesion
  • •6. Inferior capsule - axillary nerve 5-7mm below rim here
  • •7. Posterior labrum - 6-10 o'clock, reverse Bankart
  • •8. Glenoid cartilage - bone loss percentage in instability
  • •9. Humeral head - Hill-Sachs lesion, cartilage
  • •10. Rotator cuff - articular side partial tears

Technical Pearls

  • •Posterior portal ALWAYS first using soft spot (2-2 rule)
  • •Spinal needle localization for ALL portals under direct vision
  • •Rotator interval is gateway for anterior portal
  • •Pump pressure: 40-60mmHg maximum (lower reduces extravasation)
  • •30-degree arthroscope standard for shoulder
  • •Clock face: right shoulder anterior is 1-5 o'clock, left shoulder anterior is 7-11 o'clock

Complications and Prevention

  • •Axillary nerve injury (0.1-2%): protect by staying superior to 5/7 o'clock, avoid excessive inferior capsular release
  • •Iatrogenic chondral injury (1-5%): gentle cannula insertion, visualize all portals, minimize instrument passes
  • •Fluid extravasation (10-30%): limit pump pressure less than 60mmHg, monitor neck in beach chair (airway risk)
  • •Infection (less than 1%): perioperative antibiotics (cefazolin 2g), sterile technique
  • •Stiffness (2-5%): early passive ROM per protocol, appropriate physiotherapy
Quick Stats
Complexityadvanced
Reading Time25 min
Updated2024-12-25
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