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Anterior Approach to the Cervical Spine

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Anterior Approach to the Cervical Spine

Comprehensive exam-focused review of Anterior Approach to the Cervical Spine including clinical presentation, investigation, management, and key exam points

complete
Updated: 2025-12-25

Anterior Approach to the Cervical Spine

High Yield Overview

Anterior Approach to Cervical Spine

Smith-Robinson / Cloward Approach for ACDF and Corpectomy

92-95%Success Rate
2-3xLeft Side Preferred
less than 17mmSafe Zone
95-98%Fusion Rate

Surgical Approaches

Smith-Robinson
PatternTransverse anterior incision
TreatmentStandard ACDF
Cloward
PatternLongitudinal anterior incision
TreatmentMulti-level / Corpectomy

Critical Must-Knows

  • Left-sided approach preferred - recurrent laryngeal nerve has longer, more lateral course from aortic arch
  • Internervous plane: between carotid sheath (lateral) and tracheoesophageal complex (medial)
  • Stay within 15-17mm of midline to avoid vertebral artery at uncinate processes
  • Release retractors every 30 minutes to minimize RLN ischemic injury
  • Cricoid cartilage = C6 level (most reliable surface landmark)

Examiner's Pearls

  • "
    Examiners expect detailed knowledge of RLN anatomy differences between left and right sides
  • "
    Must explain WHY left-sided preferred (not just that it is preferred)
  • "
    Key danger structures: RLN (1-5%), VA (less than 0.5%), sympathetic chain (Horner), esophagus
  • "
    C5 palsy mechanism is cord shift/tethering after decompression, not direct nerve injury

Examiner's Favorite Questions

Left vs Right Approach

Left side preferred: RLN has straight course in TE groove (safer). Right side risk: RLN enters obliquely at C4/5 (higher injury risk).

Danger Structures

RLN: Retract TE complex gently. Vertebral Artery: Lateral to uncinates. Sympathetic Chain: On Longus Colli (Horner's). Esophagus: Medial, easily perforated.

The 17mm Rule

Safe Zone: Stay within 17mm of midline to avoid Vertebral Artery injury at the uncinate process level.

C5 Palsy Mechanism

Tethering effect: Posterior cord shift after decompression stretches the short C5 nerve root. Rarely direct injury.

At a Glance

The anterior approach to the cervical spine (Robinson-Smith/Cloward) provides access to C3-T1 vertebral bodies for ACDF, corpectomy, and fusion procedures. The approach develops the interval between carotid sheath (lateral) and tracheoesophageal complex (medial). Left-sided approach is preferred because the recurrent laryngeal nerve has a longer, more lateral course on the left (ascending from aortic arch), making it less prone to traction injury during tracheoesophageal retraction—right-sided approaches have 2-3x higher RLN injury risk. Key structures at risk: recurrent laryngeal nerve (1-5% injury, causes hoarseness), sympathetic chain on longus colli (Horner syndrome from lateral monopolar cautery), superior and inferior thyroid vessels, and C5 nerve root (1-10% palsy, cord shift mechanism). Release retractors every 30 minutes to reduce nerve ischaemia.

Mnemonic

SPOMPHAnterior Cervical Approach - Tissue Layers

S
Skin
Skin and subcutaneous tissue
P
Platysma
Platysma muscle (thin muscle layer, incise in line with skin)
O
Omohyoid
Omohyoid muscle (may cross field, can retract or divide)
M
Middle fascia
Middle layer deep cervical fascia (pretracheal fascia - covering trachea/esophagus/thyroid)
P
Prevertebral
Prevertebral fascia (thin layer over longus colli and anterior vertebral bodies - incise to access spine)
H
Hardness
Hardness of bone (longus colli on anterior vertebral bodies - retract laterally to expose spine)

Memory Hook:Skin to Prevertebral, six layers deep - SPOMPH guides you through the neck

Mnemonic

REVSStructures at Risk - Anterior Cervical Spine

R
RLN
Recurrent laryngeal nerve (in tracheoesophageal groove - protect with gentle medial retraction)
E
Esophagus
Esophagus (medial structure - avoid sharp retractors, appropriate screw length)
V
Vertebral artery
Vertebral artery (lateral - enters foramen transversarium C6, stay less than 17mm from midline)
S
Sympathetic chain
Sympathetic chain (lateral on longus colli - stay midline with cautery to avoid Horner syndrome)

Memory Hook:REV up the engine carefully - four vital structures to protect

Mnemonic

LEFTLeft vs Right Approach Decision

L
Laryngeal nerve
Laryngeal nerve (recurrent) safer on left - longer more lateral course
E
Easier
Easier for right-handed surgeon (debated)
F
First
First do left unless contraindication (prior surgery left side)
T
Thoracic duct
Thoracic duct on left (C7-T1 level) - some prefer right-sided C7-T1

Memory Hook:When in doubt, go LEFT first - safer for the nerve

Indications

Absolute Indications

  • Cervical radiculopathy: Failed 6-12 weeks conservative management with MRI-confirmed nerve root compression correlating with clinical findings [11]
  • Cervical myelopathy: Progressive or moderate-to-severe symptoms with cord compression on MRI, especially with cord signal changes [12]
  • Unstable cervical fractures: Burst fractures, teardrop fractures, facet dislocations with disc herniation requiring anterior decompression and stabilization [13]
  • Infection: Discitis/osteomyelitis requiring debridement, particularly with epidural abscess formation [14]

Relative Indications

  • Axial neck pain: Isolated cervical spondylosis without radiculopathy/myelopathy - controversial, outcomes less predictable than radiculopathy [15]
  • OPLL: Ossification posterior longitudinal ligament causing stenosis - anterior approach if OPLL less than 50% canal occupation and not ossification mass effect [16]
  • Pseudoarthrosis: Failed posterior fusion requiring anterior revision and interbody support
  • Tumor: Primary vertebral body tumor or metastatic disease requiring corpectomy and reconstruction

Contraindications

Absolute:

  • Active infection overlying surgical site (not for septic indication)
  • Severe cervical kyphotic deformity (greater than 40 degrees) requiring posterior approach for alignment correction
  • Ankylosing spondylitis with fused spine (risk of catastrophic three-column fracture with anterior opening)

Relative:

  • Previous anterior neck surgery (increased adhesions, prior radiation increases complication risk)
  • Severe OPLL (greater than 60% canal occupation or ossification mass) - posterior decompression safer
  • Tracheostomy present (contamination risk, technical difficulty)
  • Morbid obesity (increases retraction difficulty, visualization challenges)
  • Short/thick neck anatomy (limited C7-T1 access, may require sternotomy)
  • Carotid artery stenosis (manipulation risk, consider vascular surgery consultation)

Pre-operative Planning

Clinical Assessment

  • Neurological examination: Document baseline motor strength (myotomal), sensation (dermatomal), reflexes, Hoffmann sign, clonus, gait (if myelopathy suspected)
  • Identify level clinically: Correlate symptoms with imaging (C5-6 disc affects C6 nerve root causing biceps weakness; C6-7 affects C7 causing triceps weakness)
  • Voice assessment: Document pre-operative hoarseness (if present, may influence side selection or require ENT evaluation)
  • Swallowing assessment: Pre-existing dysphagia noted (ACDF can worsen transiently)
  • Medical optimization: Smoking cessation (improves fusion rates from 60-70% to 90-95%), diabetic control (HbA1c less than 7%), anticoagulation management (hold warfarin 5 days pre-op, bridging protocol for high-risk patients)

Imaging Review

MRI Cervical Spine:

  • Sagittal T2: Disc herniation, cord compression, cord signal changes (T2 hyperintensity = myelomalacia, poor prognosis)
  • Axial T2: Lateral vs central herniation, foraminal stenosis
  • Assess all levels (multi-level disease common - may influence surgical planning)

CT Cervical Spine:

  • Bone quality assessment (osteoporosis influences implant choice)
  • Posterior osteophyte size (helps predict decompression extent needed)
  • OPLL evaluation (thickness, levels involved, presence of dural ossification)
  • Fracture pattern if trauma (assess posterior column integrity)

Plain Radiographs:

  • Standing lateral and AP views
  • Flexion-extension laterals: Assess instability (greater than 3.5mm translation or 11 degrees angulation at one level abnormal, indicates need for instrumentation)
  • Assess global cervical alignment (lordosis, C2-C7 plumb line)

Special Studies:

  • CT angiography: If revision surgery, aberrant anatomy suspected, or older patient (vertebral artery anomaly screening)
  • Dynamic flexion-extension MRI: If suspecting instability but plain films equivocal
  • EMG/NCS: If diagnosis unclear or multiple potential levels (helps localize pathology)

Consent Discussion

Expected Outcomes:

  • Radiculopathy: 90-95% significant improvement in arm pain, 80-85% return to pre-symptom function [11]
  • Myelopathy: Halts progression in 80-90%, functional improvement in 50-70% (depends on severity and duration - chronic severe myelopathy has limited recovery potential) [12]
  • Fusion rate: 95-98% single level, 90-95% two level, 85-90% three or more levels [17]
  • Return to work: Light duty 4-6 weeks, full duty 8-12 weeks

Risks:

General (all surgery):

  • Infection: Superficial 1-2%, deep 0.5-1% [18]
  • Blood loss requiring transfusion: Less than 1%
  • VTE: Less than 1% with prophylaxis

Specific to anterior cervical approach:

  • Recurrent laryngeal nerve injury (1-5%): Temporary hoarseness most common (90% resolve by 6 months), permanent hoarseness less than 1% [19]
  • Dysphagia (10-50% transient, 5-10% at 1 year): More common in women, multi-level surgery, revision cases [20]
  • C5 nerve root palsy (1-10%): Deltoid/biceps weakness, typically neuropraxic and recovers in 6-12 months
  • Esophageal injury (less than 0.5%): Rare but serious, can lead to mediastinitis if not recognized
  • Vertebral artery injury (less than 0.5%): Typically with lateral dissection beyond 17mm from midline
  • Horner syndrome (less than 0.5%): Sympathetic chain injury, usually temporary
  • Dural tear/CSF leak (1-3%): Higher with OPLL, revision surgery
  • Pseudoarthrosis (5-10%): Higher in smokers, multi-level fusions, stand-alone cages without plates

Long-term:

  • Adjacent segment disease (2-3% per year): Degeneration at levels above/below fusion, may require revision (25% at 10 years)
  • Hardware issues: Plate prominence (5-10%), screw loosening (5%), dysphagia from hardware
  • Persistent symptoms: 10-20% continue to have neck pain despite solid fusion

Alternatives:

  • Conservative management (physiotherapy, medications, epidural injections)
  • Posterior cervical foraminotomy (for lateral soft disc without instability)
  • Cervical disc arthroplasty (for appropriate candidates - single level, no facet arthropathy, age less than 60)
  • Posterior laminectomy/laminoplasty (for multi-level stenosis without kyphosis)

Equipment and Setup

Implants

  • ACDF: Interbody spacer (PEEK cage, allograft, autograft), anterior cervical plate (variable angle screws), screws (typically 14-16mm length for vertebral body purchase)
  • Corpectomy: Expandable cage or fibular strut allograft, longer plate spanning corpectomy
  • Sizing: Have multiple cage heights available (5mm, 6mm, 7mm typical range), trial before final implant

Instruments

  • Standard anterior cervical spine set
  • High-speed burr for discectomy/corpectomy
  • Caspar distraction pins (for interspace distraction during discectomy)
  • Curettes (straight and angled for disc removal)
  • Kerrison rongeurs (for posterior osteophyte/PLL removal)
  • Depth gauge (for screw length measurement)
  • Handheld retractors (Army-Navy, Richardson)
  • Self-retaining retractors (Cloward, Caspar variant with blade sets)

Adjuncts

  • Image intensifier: Lateral fluoroscopy essential for level localization, assessment of decompression, hardware positioning
  • Microscope or loupes: For decompression (especially OPLL or revision cases)
  • Intraoperative neuromonitoring: SSEPs and MEPs recommended for myelopathy cases (alerts to cord injury) [21]
  • Radiolucent table: Carbon fiber OR table for imaging
  • Gardner-Wells tongs (optional): For intraoperative traction to open disc space

Anatomy

Fascial Layers (Superficial to Deep)

  1. Skin and subcutaneous tissue: Includes platysma muscle
  2. Superficial cervical fascia: Investing layer encloses SCM and trapezius
  3. Deep cervical fascia:
    • Superficial layer (investing): Encloses SCM, omohyoid
    • Middle layer (pretracheal): Encloses thyroid gland, trachea, esophagus
    • Deep layer (prevertebral): Covers longus colli muscles and anterior vertebral bodies - THIS is incised to access spine
  4. Longus colli muscles: Bilateral muscles on anterior vertebral bodies - retracted laterally to expose midline

Key Anatomical Relationships

Sternocleidomastoid Muscle (SCM):

  • Origins: Sternal head from manubrium, clavicular head from medial clavicle
  • Insertion: Mastoid process
  • Innervation: CN XI (spinal accessory nerve)
  • Surgical relevance: Medial border of SCM is key landmark - incision medial to SCM, SCM retracted laterally

Carotid Sheath:

  • Contains: Common carotid artery (medial), internal jugular vein (lateral), vagus nerve (posterior between artery and vein)
  • Surgical relevance: Retracted laterally after identification, palpate carotid pulse throughout procedure

Tracheoesophageal Complex:

  • Trachea (anterior), esophagus (posterior), thyroid gland (anterior, C5-T1 levels)
  • Surgical relevance: Retracted medially, gentle retraction to avoid recurrent laryngeal nerve injury

Recurrent Laryngeal Nerve:

  • Right side: Branches from vagus at subclavian artery level, loops under artery, ascends obliquely in tracheoesophageal groove
  • Left side: Branches from vagus at aortic arch level (in chest), ascends more vertically in tracheoesophageal groove
  • Surgical relevance: DOES NOT need to be directly identified (runs in tracheoesophageal groove - protected by gentle medial retraction of complex). Direct dissection looking for nerve increases injury risk.
  • Level variation: At C6-C7, nerve in groove; at C2-C3, nerve branches to larynx (external branch of superior laryngeal nerve crosses field from lateral to medial - injury causes voice fatigue)

Superior Thyroid Artery:

  • Branch of external carotid artery
  • Crosses field at C4-C5 level laterally
  • Surgical relevance: May require ligation for multi-level exposure C3-C6

Inferior Thyroid Artery:

  • Branch of thyrocervical trunk (from subclavian artery)
  • Crosses field at C6-C7 level laterally
  • Surgical relevance: Recurrent laryngeal nerve has intimate relationship with artery (nerve posterior to artery on right, variable on left). Ligation sometimes needed for low cervical access, but increases RLN injury risk - ligate only if absolutely necessary.

Sympathetic Chain:

  • Lies on longus colli muscle, lateral to midline, medial to carotid sheath
  • Cervical ganglia: Superior (C2-C3), middle (C6), inferior/stellate (C7-T1)
  • Surgical relevance: Monopolar cautery lateral to midline on longus colli can cause thermal injury → Horner syndrome (ptosis, miosis, anhidrosis). Use bipolar cautery, stay midline.

Vertebral Artery:

  • Enters foramen transversarium typically at C6 level
  • Ascends through transverse processes C6-C2
  • Emerges from C2, loops posteriorly to enter foramen magnum
  • Surgical relevance: Safe zone is 17mm lateral from midline - dissection lateral to uncinate process (uncovertebral joint) risks vertebral artery injury. Aberrant anatomy (artery enters at C4 or C5) occurs in 5-10%.

Thoracic Duct:

  • Ascends on left side of esophagus, arches laterally at C7-T1, drains into junction of left subclavian and internal jugular veins
  • Surgical relevance: Left-sided C7-T1 approaches risk thoracic duct injury (chylothorax if injured). Some surgeons prefer right-sided approach at C7-T1 to avoid duct, but must balance against increased RLN risk.

Internervous Plane

The anterior approach to the cervical spine utilizes an avascular internervous plane between the carotid sheath laterally (containing carotid artery, internal jugular vein, vagus nerve) and the tracheoesophageal complex medially (containing trachea, esophagus, and recurrent laryngeal nerve in the tracheoesophageal groove).

Key anatomical points:

  • The plane is developed by blunt finger dissection after incising the deep cervical fascia along the medial border of SCM
  • The carotid pulse is palpated and retracted laterally with the carotid sheath
  • The trachea and esophagus are retracted medially as a unit
  • This plane is truly internervous as structures on either side have different nerve supplies
  • Lateral: carotid sheath contents supplied by CN IX, X, XI, sympathetic chain
  • Medial: tracheoesophageal complex supplied by recurrent laryngeal nerve (CN X) and external laryngeal nerve

Danger zones:

  • Stay within 15-17mm of midline laterally to avoid vertebral artery at uncinate processes
  • The sympathetic chain lies on the lateral aspect of longus colli - monopolar cautery lateral to midline risks Horner syndrome
  • Recurrent laryngeal nerve in tracheoesophageal groove - gentle medial retraction only

Patient Positioning

Standard Position

  • Supine: Patient flat on radiolucent table
  • Head: Head ring (donut) or horseshoe headrest, neutral to slight extension (10-15 degrees)
    • Avoid excessive extension (narrows spinal canal, risks cord injury in myelopathy patients)
    • Padding under occiput to prevent pressure sore
  • Shoulders: Tape shoulders caudally (improves C6-T1 visualization on lateral fluoroscopy)
    • Tape from acromion angled caudally toward foot of bed, secure to table
    • Check lateral fluoro after taping - should see bottom of C7 vertebral body
  • Shoulder roll: Rolled towel/bolster under shoulders at level of scapulae/T1-T2 to extend neck
  • Arms: Tucked at sides, padded, secured with draw sheet
  • Lower extremities: Padded, neutral position, sequential compression devices applied

Key Positioning Points

  1. Neck extension: Opens anterior disc space, flattens cervical lordosis for access
  2. Shoulder taping: Essential for lower cervical levels (C6-T1) to clear shoulders from fluoro
  3. Avoid hyperextension: Can worsen myelopathy by narrowing spinal canal
  4. Confirm visualization: Check lateral fluoroscopy after positioning - adjust if levels not visible

Anaesthesia and Positioning

Anaesthesia

  • General anaesthesia with endotracheal intubation: Standard
  • Intubation considerations:
    • Small endotracheal tube (6.0-7.0mm) reduces tracheal pressure and dysphagia risk
    • Avoid nasogastric tube (NGT) - increases dysphagia, esophageal injury risk
    • Record which side tube cuff inflated (may influence side selection if difficult airway)
  • Muscle relaxation: Complete paralysis for neuromonitoring (if MEPs used, discuss with anaesthesia regarding timing of relaxant doses)
  • Antibiotics: Cefazolin 2g IV (or vancomycin 15mg/kg if MRSA risk/allergy) within 60 minutes of incision

Positioning

  • Supine: Patient flat on radiolucent table
  • Head: Head ring (donut) or horseshoe headrest, neutral to slight extension (10-15 degrees)
    • Avoid excessive extension (narrows spinal canal, risks cord injury in myelopathy patients)
    • Padding under occiput to prevent pressure sore
  • Shoulders: Tape shoulders caudally (improves C6-T1 visualization on lateral fluoroscopy)
    • Tape from acromion angled caudally toward foot of bed, secure to table
    • Check lateral fluoro after taping - should see bottom of C7 vertebral body
  • Shoulder roll: Rolled towel/bolster under shoulders to extend neck and flatten cervical spine
    • Improves anterior access to vertebral bodies
    • Position at level of scapulae/T1-T2 region
  • Arms: Tucked at sides, padded, secured with draw sheet
  • Lower extremities: Padded, neutral position, sequential compression devices applied

Preparation

  • Hair removal: None typically needed (if beard impedes operative field, clipper trim only - no shave to reduce infection risk)
  • Skin prep: Chlorhexidine-alcohol from mandible to nipples, laterally to table bilaterally (wide prep for potential sternotomy if needed for low levels)
  • Draping: Head draped out of field superiorly, impervious drapes, expose neck from mandible to sternal notch
  • Oral prep: Some surgeons swish chlorhexidine mouthwash pre-drape (reduce oral flora contamination risk)

Level Localization

  1. Palpate landmarks BEFORE draping:
    • Hyoid bone (C3 level)
    • Thyroid cartilage (C4-C5 level)
    • Cricoid cartilage (C6 level - most reliable landmark)
    • Carotid tubercle of C6 (anterior tubercle of transverse process - palpable laterally at C6 level)
  2. Mark skin incision based on target level and landmark
  3. Intraoperative fluoroscopy:
    • Lateral C-arm view
    • 22G spinal needle in disc space (confirms level - COUNT from C2 or T1 to ensure correct)
    • All levels anterior to C7 visible without shoulder taping typically
    • C7-T1 requires shoulder taping or retraction

Surgical Technique

Incision

Transverse (Smith-Robinson) Approach:

  • Indications: Single or two-level ACDF (superior cosmesis)
  • Location: Transverse skin crease at level of pathology
    • C3-C4: Hyoid bone level (3cm above thyroid cartilage)
    • C4-C5: Thyroid cartilage level
    • C5-C6: Between thyroid and cricoid cartilage
    • C6-C7: Cricoid cartilage level (most reliable landmark)
    • C7-T1: 1-2cm above sternal notch
  • Length: Typically 4-6cm, centered at medial border of SCM, extending medially toward midline
  • Technique: Incise skin, subcutaneous tissue, and platysma in line with skin crease

Longitudinal Approach:

  • Indications: Multi-level ACDF (three or more levels), corpectomy, revision cases requiring extensile exposure
  • Location: Along medial border of SCM
  • Length: Varies with levels needed (extend proximally/distally as needed)
  • Technique: Longitudinal incision along medial SCM border, incise platysma in line with skin
  • Disadvantage: Inferior cosmesis, but superior exposure

Superficial Dissection

  1. Incise platysma: Thin muscle layer immediately deep to skin - incise in line with skin incision (transverse or longitudinal)
  2. Develop subplatysmal flaps: Use blunt dissection to elevate platysma superiorly and inferiorly, creating working space
  3. Identify medial border of SCM: Palpate with finger - SCM is thick muscular cord laterally
  4. Incise superficial layer of deep cervical fascia: Fascia along medial SCM border - incise longitudinally
  5. Develop plane between SCM and midline structures:
    • Use finger or Kittner dissection
    • Blunt dissection technique (avoids injury to small vessels/nerves)
    • Plane develops easily if in correct layer (minimal resistance)
  6. Identify omohyoid muscle (if present in field): Thin muscle band crossing field obliquely - can retract or divide if needed for exposure
  7. Identify carotid sheath:
    • Palpate carotid pulse
    • Sheath is lateral structure - gently retract laterally
    • DO NOT forcefully dissect - gentle retraction suffices

Superficial exposure establishes the working corridor for deeper dissection.

Deep Dissection

  1. Palpate anterior spine: After retracting carotid sheath laterally and midline structures (trachea, esophagus) medially, palpate vertebral bodies with finger
  2. Identify middle layer of deep cervical fascia (pretracheal fascia): Layer covering thyroid/trachea/esophagus
  3. Incise pretracheal fascia vertically: Allows medial mobilization of tracheoesophageal complex
  4. Gentle medial retraction: Use handheld retractor (Army-Navy) to retract midline structures medially
    • Gentle retraction critical (avoids RLN traction injury)
    • Reposition retractor frequently (every 10-15 minutes)
    • Release retraction tension periodically in multi-level cases
  5. Palpate vertebral bodies and disc spaces: Feel for "step-off" at disc spaces (soft) vs vertebral bodies (hard)
  6. Place localization needle: 22G spinal needle in disc space, check lateral fluoroscopy to confirm level
  7. Incise prevertebral fascia: Thin glistening fascia over longus colli muscles and anterior vertebral bodies
    • Longitudinal midline incision
    • Avoid excessive lateral dissection (sympathetic chain lateral, vertebral artery at uncovertebral joints)
  8. Subperiosteal dissection of longus colli muscles:
    • Use monopolar or bipolar cautery to elevate longus colli laterally from vertebral bodies
    • Stay midline and medial (safe zone 15-17mm from midline)
    • Bilateral dissection creates trough for retractor placement
  9. Place self-retaining retractor:
    • Caspar-type retractor with sharp pins or blades
    • Pins into vertebral bodies above and below disc space for distraction
    • OR blades under longus colli bilaterally (less bony purchase but avoid pin placement)
    • Ensure good lighting and visualization before proceeding

Discectomy Technique

  1. Confirm level: Intraoperative X-ray with instrument in disc space
  2. Incise annulus: Use 15-blade scalpel to create rectangular window in anterior annulus fibrosis
  3. Remove disc: Pituitary rongeurs to remove nucleus pulposus completely
    • Remove to posterior annulus
    • Visualization of posterior longitudinal ligament (PLL) confirms adequate depth
  4. Identify uncinate processes: Lateral bony ridges - define lateral extent of safe dissection
  5. Distract disc space: Caspar distraction posts in vertebral bodies (OR Caspar pins already placed) - distraction opens space for endplate preparation
  6. Prepare endplates:
    • Remove cartilage with curettes
    • Preserve subchondral bone (bleeding bone needed for fusion)
    • Create flat parallel surfaces for cage/graft
  7. Decompress neural structures:
    • Remove posterior osteophytes with 2-3mm Kerrison rongeur
    • Decompress neuroforamen if foraminal stenosis (remove uncovertebral osteophytes - STAY MEDIAL to uncinate process to avoid vertebral artery)
    • PLL removal controversial:
      • Remove: If soft disc herniation, PLL removal exposes herniation for removal
      • Leave intact: If hard disc or stenosis without herniation, PLL protects dura
    • Dural exposure NOT necessary (increases CSF leak risk) - adequacy judged by removal of compressive pathology

Adequate neural decompression is confirmed before proceeding to reconstruction.

Interbody Graft/Cage Placement

  1. Measure disc space height: Trial spacers of increasing height until appropriate distraction achieved
  2. Select implant: PEEK cage, allograft, or structural autograft (iliac crest if autograft chosen)
  3. Pack with bone graft: Fill cage with local autograft (shavings from decompression) OR allograft/bone substitute
  4. Insert cage: Impact into disc space under fluoroscopic guidance
    • Position flush with anterior vertebral body edge or 1-2mm recessed
    • Ensure parallel to endplates on lateral fluoro
  5. Check alignment: Ensure lordosis maintained or restored (not kyphotic)

Anterior Plate Fixation

  1. Select plate length: Span from mid-body above to mid-body below (or multi-level plate for longer constructs)
  2. Position plate: Center on vertebral bodies, ensure not overlapping adjacent disc spaces
  3. Drill screw holes: Use drill guide, aim slightly convergent (toward midline) and caudal (toward disc space) - improves purchase, avoids endplate violation
  4. Measure screw length: Depth gauge through drill hole (typically 14-16mm for good bicortical purchase)
  5. Insert screws: Self-tapping or tap hole first depending on bone quality
    • Unicortical vs bicortical: Controversy - bicortical superior purchase but risk of esophageal injury if too long
    • Most modern systems use unicortical variable-angle screws (adequate stability, less risk)
  6. Check fluoroscopy: Confirm screw position, no endplate violation, plate position appropriate

Closure

  1. Irrigate wound: Copious saline irrigation (3-6 liters)
  2. Haemostasis: Bipolar cautery for small vessels, ensure meticulous haemostasis (hematoma can compress airway post-operatively)
  3. Drain placement (controversial):
    • Some surgeons place Blake drain deep to platysma (remove POD1)
    • Others no drain (data mixed on benefit, may increase dysphagia)
  4. Close platysma: 2-0 or 3-0 Vicryl interrupted sutures
  5. Close subcutaneous: 3-0 Vicryl inverted interrupted
  6. Close skin: 4-0 Monocryl subcuticular (superior cosmesis) OR staples/nylon if tension
  7. Dressing: Sterile gauze, no collar typically (some surgeons use soft collar for patient comfort)

Post-operative Care

Immediate (Recovery Room)

  • Airway monitoring: CRITICAL - hematoma can expand and compromise airway
    • Monitor for stridor, dyspnea, neck swelling
    • If concern → immediate bedside drain removal and wound opening (do NOT wait for OR)
  • Neurovascular check: Document motor/sensory in all extremities (compare to pre-op baseline)
  • Voice check: Ask patient to speak - hoarseness expected but document
  • Drain output: Monitor if drain placed (should be minimal, less than 50mL in first few hours)
  • X-ray: Lateral cervical spine (confirm hardware position, alignment, no hematoma causing tracheal deviation)

Inpatient (Days 0-1)

  • Mobilize: Out of bed day of surgery or POD1 (no movement restrictions needed for stable construct)
  • Diet: Start clear liquids evening of surgery if no dysphagia, advance as tolerated
    • Dysphagia common first 24-48 hours (improves with time)
    • Soft diet or liquids for first few days if dysphagia prominent
  • Pain management: Multimodal (acetaminophen, muscle relaxants, opioids as needed)
    • Avoid NSAIDs (theoretical fusion inhibition concern - controversial)
  • Drain removal: POD1 if output less than 30mL in 8 hours
  • Collar: Soft collar for comfort (NOT for immobilization) - most surgeons do not routinely use

Discharge Criteria

  • Pain controlled on oral medications
  • Tolerating diet without significant dysphagia
  • No airway concerns
  • Neurologically stable or improved
  • Mobilizing independently
  • Understanding of warning signs (dyspnea, stridor, new weakness)

Follow-up

2 Weeks:

  • Wound check
  • Remove sutures if non-absorbable used
  • Assess dysphagia (should be improving)
  • Assess voice (hoarseness should be improving - if not, consider ENT referral for laryngoscopy at 4-6 weeks)

6 Weeks:

  • Clinical assessment: Pain, function, neurological status
  • X-rays: AP and lateral cervical spine (assess alignment, hardware position, early fusion signs)
  • Activity: No restrictions typically - resume normal activities as pain allows
  • Return to light work if sedentary job

3 Months:

  • X-rays: Assess fusion progress (bridging bone across interspaces, no lucency around cage)
  • Flexion-extension views: Assess for motion at operated levels (motion suggests pseudoarthrosis)
  • If fusing well: Return to full activities including contact sports/heavy labor

6-12 Months:

  • Final fusion assessment
  • CT scan if X-ray equivocal or pseudoarthrosis suspected
  • Discharge if solid fusion and clinically well
  • If pseudoarthrosis: Revision surgery if symptomatic

Long-term:

  • Annual X-rays for first 5 years (monitor adjacent segment degeneration)
  • Re-refer if new radiculopathy or myelopathy symptoms develop

Complications

Airway Compromise from Hematoma

Incidence: Less than 1% but potentially fatal [22]

Risk factors: Multi-level surgery, revision cases, anticoagulation, inadequate haemostasis

Recognition:

  • Neck swelling, stridor, dyspnea, respiratory distress
  • Usually occurs within first 24 hours (most in first 6 hours)

Management:

  • IMMEDIATE: This is a surgical emergency
  • If early signs (mild swelling, no respiratory distress): Close observation, consider neck CT to assess hematoma size
  • If respiratory distress:
    • Call for anaesthesia help immediately
    • Remove dressing and open wound at bedside (remove skin closure, evacuate hematoma)
    • DO NOT delay for OR - airway compromise can occur within minutes
    • Prepare for difficult intubation (edema, hematoma distort anatomy)
    • After airway secured, take to OR for formal washout and haemostasis
  • Prevention: Meticulous haemostasis, drain use (controversial), blood pressure control post-op

Recurrent Laryngeal Nerve Injury

Incidence: 1-5% overall, higher right-sided approaches (3-7% vs 1-3% left) [19]

Clinical presentation:

  • Unilateral injury: Hoarseness, voice weakness/fatigue, aspiration risk (vocal cord paralysis prevents glottis closure)
  • Bilateral injury: RARE but catastrophic - airway obstruction (both cords paramedian position), requires emergency tracheostomy

Risk factors: Right-sided approach, low cervical levels (C6-T1), prolonged retraction, multi-level surgery, revision cases

Recognition:

  • Post-operative hoarseness (common and expected to some degree)
  • Persistent hoarseness beyond 2 weeks should prompt ENT evaluation
  • Laryngoscopy: Vocal cord paralysis (cord in paramedian or lateral position, does not move with phonation)

Management:

  • Immediate post-op: Document hoarseness, voice therapy referral
  • If persistent at 2-4 weeks: ENT consultation, laryngoscopy to confirm cord position
  • Conservative (most cases): Voice therapy, observation - 80-90% neuropraxic injuries recover spontaneously in 6-12 months
  • If no recovery by 6 months: Consider medialization procedures (vocal cord injection, thyroplasty)
  • Prevention: Left-sided approach preferred, gentle retraction, release retractor every 30 minutes, avoid excessive extension

C5 Nerve Root Palsy

Incidence: 1-10% after ACDF, higher with multi-level decompression and myelopathy [23]

Clinical presentation:

  • Deltoid and/or biceps weakness (C5 myotome) appearing 1-3 days post-operatively
  • Sensation typically intact or minimally affected
  • Reflexes (biceps reflex) may be diminished

Pathophysiology (debated):

  • NOT direct nerve injury (nerve not in operative field)
  • Likely mechanism: Cord shift posteriorly after anterior decompression → tethered nerve roots stretched (C5 shortest, most horizontal nerve root → most susceptible)
  • Alternative theory: Ischemic injury to nerve root from cord reperfusion after decompression

Risk factors: Myelopathy, multi-level decompression, significant cord compression pre-op, excessive distraction during procedure

Management:

  • Recognition: Document weakness on post-op exam
  • Imaging: MRI if severe or concerns for hematoma (usually shows cord posterior shift, no compressive pathology)
  • Treatment: Conservative - most recover spontaneously in 3-12 months (80-90% full recovery)
    • Physiotherapy for shoulder strengthening
    • Sling for comfort if needed (avoid prolonged use - causes stiffness)
    • EMG at 6-8 weeks if not improving (document neuropraxia vs axonotmesis)
    • Reassurance to patient (recovery expected but slow)
  • Prevention: Unclear (mechanism not fully understood) - avoid excessive distraction, consider decompression adequacy without over-aggressive technique

Dysphagia

Incidence: 10-50% transient (first month), 5-10% at 1 year [20]

Risk factors: Female sex, multi-level surgery, revision surgery, prolonged retraction, prominent hardware

Clinical presentation:

  • Difficulty swallowing solids more than liquids
  • Globus sensation (lump in throat)
  • Range from mild (requires liquid with meals) to severe (cannot tolerate solids, weight loss)

Management:

  • Mild (most cases): Reassurance, soft diet, time (90% improve by 3 months)
  • Moderate: Speech pathology referral for swallowing therapy, swallow study if aspiration concern
  • Severe or persistent (greater than 6 months): Consider imaging (CT) to assess for hardware prominence, esophageal injury
    • If hardware prominent: May require revision with plate removal or low-profile implant
    • If esophageal stricture: GI consultation for dilation
  • Prevention: Gentle retraction of tracheoesophagus, release retractor periodically, low-profile implants, avoid excessive anterior plate prominence

Esophageal Injury

Incidence: Less than 0.5% but serious complication [24]

Risk factors: Revision surgery, severe OPLL, anterior osteophytes, excessive retraction, sharp retractors, long screws penetrating posterior vertebral body

Recognition:

  • Intraoperative: Visualization of esophageal mucosa, air leak during ventilation, methylene blue test (inject methylene blue via NGT, observe for leak)
  • Post-operative: Dysphagia, odynophagia, fever, subcutaneous emphysema, wound drainage (saliva, purulent material), mediastinitis (late - sepsis, shock)

Management:

  • If recognized intraoperatively:
    • Primary repair in two layers (mucosa with absorbable suture, muscle layer with absorbable or permanent)
    • ENT or thoracic surgery consultation for repair
    • NGT placement for feeding (bypass repair for 7-10 days)
    • Broad-spectrum antibiotics (anaerobic coverage)
    • Consider drain placement
    • Remove hardware if contaminated OR leave if feels clean field and repair solid (controversial)
  • If recognized post-operatively:
    • NPO immediately
    • Broad-spectrum antibiotics (including anaerobic coverage)
    • CT neck/chest with oral contrast (assess leak extent, abscess formation)
    • ENT/thoracic surgery consultation urgently
    • May require surgical exploration, debridement, repair, hardware removal, feeding jejunostomy
    • If delayed presentation with mediastinitis: High mortality (10-20%), requires aggressive management
  • Prevention: Gentle tissue handling, avoid sharp retractors against esophagus, appropriate screw length (14-16mm typical, avoid bicortical purchase), careful multi-level dissection

Vertebral Artery Injury

Incidence: Less than 0.5% [25]

Mechanism: Lateral dissection beyond uncovertebral joints (greater than 17mm from midline), aberrant artery anatomy (enters foramen transversarium at C4 or C5 rather than C6), lateral screw placement

Recognition:

  • Intraoperative: Brisk arterial bleeding from lateral dissection or screw hole
  • Post-operative: Posterior circulation stroke symptoms (ataxia, vertigo, diplopia, dysphagia, dysarthria)

Management:

  • If recognized intraoperatively:
    • Do NOT panic
    • Obtain control: Pack wound with hemostatic agents (Gelfoam, Surgicel), direct pressure
    • Expose proximal and distal control points if possible (difficult)
    • Ligation acceptable if unilateral injury and contralateral vertebral artery patent (90% patients tolerate unilateral VA sacrifice)
    • Vascular surgery consultation for repair vs ligation decision
    • Post-op CT angiography to confirm contralateral VA patency
    • Consider anti-platelet therapy (prevent thrombus propagation)
  • If suspected post-operatively:
    • Urgent CT angiography (confirm injury, assess flow in contralateral VA)
    • Neurology consultation
    • Interventional radiology - may require endovascular coiling or stenting
  • Prevention: Limit lateral dissection to 15mm from midline, stay medial to uncinate process during decompression, pre-op CT angiography if revision or anomaly suspected

Dural Tear / CSF Leak

Incidence: 1-3%, higher with OPLL (up to 10%), revision cases [26]

Recognition:

  • Intraoperative: Clear fluid from surgical field, visible dura defect
  • Post-operative: Headache (worse with upright position, improves supine), nausea, wound drainage (clear fluid), pseudomeningocele (fluid collection), meningitis (if communication with skin)

Management:

  • Small tear recognized intraoperatively:
    • Attempt primary repair with 6-0 or 7-0 Prolene if accessible
    • If not accessible (posterior tear): Pack with muscle graft or DuraSeal, position patient flat 24-48 hours post-op
    • Drain wound (prevents CSF accumulation under wound → leak)
  • Unrecognized tear with post-op leak:
    • Confirm: Beta-2 transferrin test of fluid (specific for CSF)
    • Conservative: Bed rest flat, acetazolamide (reduce CSF production), oversew wound if leaking
    • If conservative fails (leak persists greater than 5-7 days): Surgical repair (re-explore, identify tear, repair or patch)
    • Lumbar drain placement to reduce CSF pressure (controversial - may help healing)
  • Prevention: Avoid aggressive PLL removal if not necessary, careful technique with OPLL (dura often adherent or ossified), use Kerrison rongeurs (not pituitary rongeurs) for decompression near dura

Approach Variations by Spinal Level

C2-C3 and Upper Cervical (C2-C4)

Challenges:

  • Proximity to mandible limits access
  • Hypoglossal nerve (CN XII) crosses field
  • Superior laryngeal nerve at risk

Technical Modifications:

  1. Higher skin incision: 2-3cm above thyroid cartilage, may need to angle toward angle of mandible
  2. Mandibular retraction: May require retractor to gently retract mandible superiorly
  3. Incision can be more oblique: Follow anterior SCM border superiorly
  4. Superior laryngeal nerve: Runs medially at C3-C4 level - injury causes voice fatigue, loss of high pitch
  5. Hypoglossal nerve: Crosses field at C1-C2 level (descends from above, crosses laterally to medially) - protect with gentle retraction
  6. More difficult exposure: Consider nasogastric tube removal for better tracheoesophageal mobilization

C3-C6 (Mid-Cervical) - Standard Approach

Landmarks:

  • Hyoid: C3
  • Thyroid cartilage: C4-C5
  • Cricoid cartilage: C6 (MOST RELIABLE)

Technique:

  • Standard transverse or longitudinal incision
  • Straightforward anatomy
  • Minimal special considerations
  • Thyroid gland: May overlie C5-C7 - retract medially or divide isthmus if necessary (ligate both ends to prevent bleeding)

C6-C7 and Lower Cervical (C6-T1)

Challenges:

  • Deeper exposure (shoulders, clavicle limit access)
  • Inferior thyroid artery crosses field
  • Thoracic duct at risk (C7-T1 left side)
  • Difficult fluoroscopic visualization

Technical Modifications:

  1. Incision lower: 1-2cm above sternal notch for C7-T1
  2. Aggressive shoulder taping: Tape shoulders caudally, check lateral fluoro intra-op to confirm C7-T1 visible
  3. Clavicle retraction: May require retractor on clavicle (pad to avoid fracture)
  4. Partial sternotomy (rare): If cannot visualize C7-T1 despite retraction, consider partial sternal split or manubriotomy for access
  5. Inferior thyroid artery: Typically requires ligation at C6-C7 level
    • Ligate artery with 2-0 silk ties or clips
    • Risk: Increases RLN injury (nerve runs with/near artery) - ligate carefully, identify artery first
  6. Thoracic duct: At C7-T1 on LEFT side
    • Arches from left side of esophagus toward junction of left internal jugular and subclavian veins
    • Injury causes chylothorax (milky fluid in chest)
    • Some surgeons prefer RIGHT-sided approach at C7-T1 to avoid duct (must balance against increased RLN risk on right)
  7. Vertebral artery: Enters foramen transversarium at C6 in 90% of people, but 10% enters at C5 or even C4 - increases injury risk at these levels with lateral dissection

C7-T1 Specific Considerations

Approach decision: Left vs Right?

Arguments for RIGHT side at C7-T1:

  • Avoids thoracic duct (left-sided structure)
  • Some anatomical studies suggest RLN at C7-T1 more lateral, less at risk

Arguments for LEFT side at C7-T1:

  • Consistency (same side for multi-level involving C5-T1)
  • RLN still safer overall on left despite level
  • Thoracic duct injury rare even on left if careful

Most surgeons: Individualize based on other factors (prior surgery, anatomy), slight preference LEFT unless specific reason for right

Corpectomy Levels

Single-level corpectomy (e.g., C5 vertebral body):

  • Exposure of C4-C6 disc spaces
  • Remove C4-C5 disc completely
  • Remove C5 vertebral body (burr or rongeur)
  • Remove C5-C6 disc completely
  • Posterior decompression (remove posterior C5 body and PLL)
  • Reconstruction: Expandable cage C4-C6 OR fibular strut allograft
  • Plate spanning C4-C6 (longer plate, more screws for stability)

Multi-level corpectomy (e.g., C5-C6):

  • Higher pseudoarthrosis risk
  • Consider hybrid: Corpectomy + adjacent disc (e.g., C5 corpectomy + C6-C7 discectomy)
  • Consider posterior supplementation (instrumented fusion) for stability

These modifications ensure optimal exposure and outcomes for different cervical levels.

Key Studies and Clinical Data

Surgical Outcomes

Radiculopathy:

  • Success rate (significant improvement in arm pain): 90-95% at 2 years
  • Return to work: 80-85% at pre-symptom level
  • Patient satisfaction: 85-90%
  • Outcomes similar for ACDF vs posterior foraminotomy for lateral soft disc

Myelopathy:

  • Functional improvement: 50-70% show meaningful improvement on mJOA scale
  • Halt progression: 80-90% (even without improvement, prevents worsening)
  • Predictors of poor recovery:
    • Severe baseline myelopathy (mJOA less than 11)
    • Long duration symptoms (greater than 2 years)
    • Advanced age (greater than 70)
    • Cord signal changes on MRI (T2 hyperintensity, T1 hypointensity)
  • Best outcomes: Early surgery for mild-moderate myelopathy (mJOA 12-15, symptoms less than 1 year)

Fusion Rates

Single-level ACDF: 95-98% fusion at 2 years [17] Two-level ACDF: 90-95% fusion Three or more levels: 85-90% fusion

Factors affecting fusion:

  • Smoking: MOST IMPORTANT modifiable factor (reduces fusion rate from 95% to 60-70%)
  • Diabetes: Fusion rate 85-90% (vs 95% non-diabetic)
  • Bone graft type: Autograft vs allograft vs BMP - similar fusion rates in modern series with plates
  • Plate use: Increases fusion rate by 10-15% vs stand-alone cages
  • Osteoporosis: Lower fusion rate, higher subsidence risk

Complication Rates (Meta-analysis Data)

ComplicationIncidenceNotes
Dysphagia (transient)10-50%Most improve by 3 months
Dysphagia (chronic greater than 1 year)5-10%More common in women, multi-level
RLN injury (temporary)3-5%90% recover by 6-12 months
RLN injury (permanent)Less than 1%Higher on right side
C5 palsy1-10%Higher with myelopathy, multi-level
Dural tear1-3%Higher with OPLL (up to 10%)
Infection (deep)0.5-1%Requires washout ± hardware removal
Esophageal injuryLess than 0.5%Serious if not recognized
Vertebral artery injuryLess than 0.5%Prevent with careful dissection
Hematoma requiring evacuationLess than 1%Airway compromise risk
Pseudoarthrosis5-10%Higher in smokers, multi-level

Adjacent Segment Disease

Definition: New symptomatic degeneration at levels above/below fusion

Incidence:

  • Radiographic degeneration: 25-30% at 10 years
  • Symptomatic requiring surgery: 2-3% per year (cumulative 25% at 10 years)

Risk factors:

  • Pre-existing degeneration at adjacent levels (most important)
  • Number of levels fused (multi-level higher risk)
  • Kyphotic alignment of fusion (increases stress on adjacent levels)
  • Age (older patients more likely to have degeneration anyway)

Controversy: Is adjacent segment disease caused by fusion (biomechanical stress transfer) or natural history (would degenerate anyway)?

  • Data suggests BOTH contribute
  • Fusion increases motion and stress at adjacent levels (proven biomechanically)
  • BUT many patients develop degeneration at non-adjacent levels too (natural history)

Disc arthroplasty: Developed to address adjacent segment disease by preserving motion

  • Theory: Motion preservation reduces stress on adjacent levels
  • Data: FDA trials show slightly lower adjacent segment reoperation rate with arthroplasty vs fusion (8-10% vs 12-15% at 7 years)
  • But: Arthroplasty has own complications (heterotopic ossification, device failure, facet arthropathy)
  • Current consensus: Both fusion and arthroplasty have roles, patient selection critical

ACDF vs Posterior Foraminotomy

For lateral soft disc causing radiculopathy (NO myelopathy, NO instability):

ACDF advantages:

  • More complete decompression (removes disc and osteophytes)
  • Restores disc height (indirect decompression of foramen)
  • Addresses axial neck pain (if present)
  • Can address multi-level disease easily

ACDF disadvantages:

  • Higher overall complication rate (dysphagia, RLN injury)
  • Eliminates motion at fused segment
  • Adjacent segment disease risk
  • Pseudoarthrosis risk

Posterior foraminotomy advantages:

  • Preserves motion (no fusion)
  • No dysphagia or RLN risk
  • Simpler, shorter surgery
  • Lower cost

Posterior foraminotomy disadvantages:

  • Cannot address myelopathy or central stenosis
  • Cannot address instability
  • Recurrent herniation rate slightly higher (5% vs 2-3%)
  • Posterior neck pain from muscle dissection

Current consensus: Both effective for lateral soft disc radiculopathy. Patient/surgeon preference and expertise guide choice.

Evidence Base

ACDF for Radiculopathy - Systematic Review

Level II
Key Findings:
  • 92% excellent/good outcomes at 2-year follow-up
  • Arm pain relief 93% vs neck pain 72%
  • Fusion rate 96% single-level, 91% two-level with plate
  • Dysphagia 9.5% at 1 year, RLN injury 2.7%, C5 palsy 4.6%
Clinical Implication: ACDF is highly effective for cervical radiculopathy with predictable arm pain relief and acceptable complication profile. Supports anterior approach as first-line surgical treatment.

Cervical Myelopathy Surgical Outcomes

Level II
Key Findings:
  • Mean mJOA improvement 2.8 points after surgery
  • Mild myelopathy improves most (3.5 points) vs severe (1.8 points)
  • MRI cord signal changes predict worse outcomes (1.5 vs 3.2 point improvement)
  • Early surgery (symptoms less than 2 years) provides better outcomes
Clinical Implication: Supports early surgical intervention for cervical myelopathy. Cord signal changes on MRI and symptom duration are key prognostic factors to discuss with patients during consent.

Recurrent Laryngeal Nerve Injury Rates

Level III
Key Findings:
  • Right-sided approach has 2.8x higher RLN injury rate (4.8% vs 1.7%)
  • Lower cervical levels (C6-T1) have higher injury rates (4.2% vs 2.1%)
  • 89% of RLN injuries are temporary, resolving by 6 months
  • Permanent RLN injury rate only 0.3%
Clinical Implication: Strong evidence supporting left-sided approach as standard. Risk factors (right side, low levels, multi-level) should inform consent discussion and surgical planning.

Adjacent Segment Disease After ACDF

Level II
Key Findings:
  • Adjacent segment disease rate 2.9% per year, 25.6% cumulative at 10 years
  • Pre-existing degeneration is strongest risk factor (OR 3.4)
  • Multi-level fusion increases risk (OR 2.1)
  • C5-C6 and C6-C7 levels have highest adjacent segment rates
Clinical Implication: Long-term follow-up needed after ACDF. Pre-existing adjacent level degeneration should prompt discussion of disc arthroplasty as alternative or staged treatment planning.

Exam Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOModerate

EXAMINER

"Describe your anterior approach to the cervical spine for ACDF at C5-C6."

EXCEPTIONAL ANSWER
I perform ACDF via a left-sided anterior approach. With the patient supine, shoulder roll placed and shoulders taped caudally, I confirm C6 level by palpating the cricoid cartilage. I make a 4-5cm transverse skin incision in a skin crease at the cricoid level, slightly to the left of midline. After incising skin, subcutaneous tissue and platysma, I identify the medial border of the sternocleidomastoid muscle. I incise the investing fascia along the SCM and develop the plane between the carotid sheath laterally and the midline visceral structures medially using blunt finger dissection. I palpate the carotid pulse and retract the sheath laterally. The tracheoesophageal complex is gently retracted medially with a handheld retractor. I palpate the anterior cervical spine and place a localizing needle in the C5-C6 disc space, confirming with lateral fluoroscopy. I incise the prevertebral fascia longitudinally and elevate the longus colli muscles bilaterally using cautery, staying within 15mm of midline to avoid the sympathetic chain and vertebral artery. I place a self-retaining retractor under the longus colli muscles bilaterally. I perform discectomy with removal of the nucleus pulposus and cartilaginous endplates, decompress the neural elements by removing posterior osteophytes and the posterior longitudinal ligament if herniation is present, and place an appropriate-sized interbody cage packed with local bone graft. I then apply an anterior cervical plate with screws into the C5 and C6 vertebral bodies. After confirming position with fluoroscopy, I close in layers with meticulous hemostasis. The key structures at risk are the recurrent laryngeal nerve in the tracheoesophageal groove, which I protect by gentle medial retraction; the sympathetic chain lateral on the longus colli, which I avoid by staying midline; and the vertebral artery, which I avoid by limiting lateral dissection to less than 15-17mm from midline.
KEY POINTS TO SCORE
Left-sided approach (safer RLN anatomy), patient supine with shoulder roll and taping
Transverse incision at skin crease (cricoid cartilage for C5-C6), incise platysma
Develop plane between carotid sheath (lateral) and tracheoesophagus (medial) with blunt dissection
Localize level with needle and fluoroscopy before proceeding
Elevate longus colli bilaterally (stay midline, under 15mm lateral), place self-retaining retractor
Discectomy, decompression, cage placement, plate fixation with fluoroscopic confirmation
Structures at risk: RLN (protect with gentle retraction), sympathetic chain (stay midline), vertebral artery (limit lateral dissection)
COMMON TRAPS
✗Not explaining WHY left-sided approach preferred (examiners expect RLN anatomy discussion)
✗Not mentioning level localization with fluoroscopy (critical safety step - wrong level surgery is never-event)
✗Vague description of tissue planes (must describe carotid sheath lateral, tracheoesophagus medial)
✗Not discussing limits of lateral dissection (17mm rule to avoid vertebral artery)
LIKELY FOLLOW-UPS
"What would you do if you injured the recurrent laryngeal nerve bilaterally?"
"How do you manage dysphagia post-operatively?"
"What are the indications for multi-level ACDF vs cervical disc arthroplasty?"
"What is your management of C5 nerve root palsy post-ACDF?"
VIVA SCENARIOModerate

EXAMINER

"Your ACDF patient develops sudden neck swelling and stridor 6 hours post-operatively. What do you do?"

EXCEPTIONAL ANSWER
This is a surgical emergency representing airway compromise from neck hematoma, which can be fatal if not managed immediately. I would not delay - this patient needs immediate intervention. First, I call for help: anaesthesiology, nursing staff, and ensure OR is alerted. While help is arriving, I remove the wound dressing at the bedside. I then open the wound at the bedside by removing the skin sutures and opening the platysma layer to evacuate the hematoma - I do NOT wait to go to the operating room as the airway can be lost within minutes. Removing the hematoma often provides immediate relief of airway compression. Simultaneously, I prepare for difficult intubation as the hematoma and edema will distort the normal airway anatomy. Once the patient is stabilized with a secure airway, I take them to the operating room for formal exploration, washout, identification and control of the bleeding source with meticulous hemostasis, and formal closure. I would likely place a drain after ensuring hemostasis. Post-operatively, the patient may need ICU monitoring for airway edema and may need to remain intubated for 12-24 hours until edema subsides. I document the event thoroughly and inform the patient and family. To prevent this complication, I ensure meticulous hemostasis during closure, some surgeons use drains, and I ensure post-operative blood pressure is well-controlled to minimize bleeding risk.
KEY POINTS TO SCORE
Recognition: Surgical emergency - airway compromise from hematoma can be fatal
Immediate action: Call for help (anaesthesia, alert OR), do NOT delay
Bedside intervention: Remove dressing, open wound at bedside to evacuate hematoma (do not wait for OR)
Prepare for difficult intubation (edema and hematoma distort anatomy)
After stabilization: Formal OR exploration, washout, identify bleeding source, meticulous hemostasis
Post-op: ICU monitoring, may need prolonged intubation until edema resolves
COMMON TRAPS
✗Stating you would get a CT scan or take patient to OR first (fatal delay - bedside opening saves lives)
✗Not mentioning calling for anaesthesia help (securing airway critical and may be difficult)
✗Not discussing prevention strategies (shows incomplete understanding of complication)
✗Hesitating about bedside wound opening (this is standard of care - immediate bedside decompression)
LIKELY FOLLOW-UPS
"What are the risk factors for post-operative hematoma?"
"Do you routinely use drains? Why or why not?"
"How do you ensure adequate hemostasis at closure?"
"What would you tell the patient and family after this event?"
VIVA SCENARIOModerate

EXAMINER

"A 62-year-old with cervical myelopathy has MRI showing C4-C5-C6 stenosis with cord compression and T2 hyperintensity at C5. Discuss your surgical approach and prognostic counseling."

EXCEPTIONAL ANSWER
This patient has multi-level cervical spondylotic myelopathy with cord signal changes, which indicates established myelomalacia and affects prognosis. For surgical planning, I would first assess the patient's clinical severity using the modified Japanese Orthopedic Association score - this quantifies myelopathy severity and helps predict outcomes. On examination, I would document specific deficits: hand dexterity, gait stability, lower extremity spasticity, and bladder function. I would obtain flexion-extension radiographs to assess for instability. For a patient with three-level disease, my surgical options are: anterior approach with three-level ACDF, anterior approach with corpectomy of C5 plus C4-C5 and C5-C6 discectomies, or posterior approach with laminectomy or laminoplasty. I would generally favor anterior approach for this patient as the compression is predominantly anterior from disc/osteophyte disease. I would likely perform three-level ACDF rather than corpectomy as corpectomy has higher pseudoarthrosis risk and requires longer construct. However, if there is significant kyphosis or posterior element disease, posterior approach may be better. Regarding prognosis, I would counsel the patient that the T2 hyperintensity on MRI indicates cord damage and is associated with less favorable outcomes. While surgery will halt progression in 80-90% of cases and prevent further deterioration, the degree of functional improvement is less predictable with established cord changes. Studies show patients with cord signal changes have lower recovery rates - typically improving 2-3 points on the mJOA scale compared to 4-5 points in patients without signal changes. The duration of symptoms also matters - symptoms present for less than one year have better recovery than chronic symptoms over two years. I would emphasize that surgery is still beneficial to prevent worsening, but realistic expectations are important - he may not return to baseline function. Post-operatively, intensive physiotherapy will be critical for maximizing recovery. I would also discuss the risks including C5 palsy (higher risk with myelopathy), dysphagia, infection, and the approximate 10-15% risk of pseudoarthrosis with multi-level fusion.
KEY POINTS TO SCORE
Assessment: mJOA score quantifies myelopathy severity, flexion-extension X-rays assess instability
Surgical options: Three-level ACDF vs C5 corpectomy ± adjacent discectomies vs posterior laminectomy/laminoplasty
Approach selection: Anterior preferred for anterior compression, posterior if kyphosis or posterior pathology
Prognosis: T2 hyperintensity indicates myelomalacia, less favorable recovery (2-3 vs 4-5 point mJOA improvement)
Surgery halts progression (80-90%) but functional improvement variable with established cord changes
Chronic symptoms (greater than 2 years) have worse outcomes than acute (less than 1 year)
COMMON TRAPS
✗Not discussing MRI cord signal changes and their prognostic significance (critical for informed consent)
✗Dogmatic approach recommendation without considering patient-specific factors (alignment, pathology location)
✗Overpromising outcomes ('surgery will fix your symptoms') - must be realistic with myelopathy
✗Not mentioning mJOA score (standard outcome measure for myelopathy, examiners expect familiarity)
LIKELY FOLLOW-UPS
"What is the modified Japanese Orthopedic Association (mJOA) score and how is it calculated?"
"What are the specific indications for corpectomy vs multi-level ACDF?"
"How would you manage this patient if they develop C5 palsy post-operatively?"
"What is your post-operative rehabilitation protocol for myelopathy patients?"

MCQ Practice Points

Exam Pearl

Q: Which side is preferred for the anterior approach to the cervical spine, and why?

A: The left side is traditionally preferred because the recurrent laryngeal nerve (RLN) has a more predictable course. On the left, the RLN loops around the aortic arch and ascends in the tracheoesophageal groove. On the right, the RLN loops around the subclavian artery with a more variable, oblique course making it more vulnerable to injury. However, for revision surgery, the contralateral side is often used.

Exam Pearl

Q: What are the anatomical boundaries of the anterior cervical approach (Smith-Robinson) during the superficial dissection?

A: The dissection proceeds through the platysma muscle, then between the carotid sheath laterally and the trachea/esophagus medially. The plane is developed between the sternohyoid/omohyoid muscles (strap muscles) medially and the sternocleidomastoid (SCM) laterally. The anterior longitudinal ligament and prevertebral fascia are exposed after retracting the longus colli muscles.

Exam Pearl

Q: What are the vertebral level landmarks used for skin incision in anterior cervical approach?

A: Key landmarks: C3 - hyoid bone; C4-5 - thyroid cartilage (superior border); C5-6 - cricoid cartilage; C6 - carotid tubercle (Chassaignac's tubercle). The incision is made in a transverse skin crease for cosmesis. Fluoroscopy confirms level intraoperatively. The carotid tubercle at C6 is the most reliable palpable landmark.

Exam Pearl

Q: Which structures are at risk during the anterior cervical approach, and how are they protected?

A: Recurrent laryngeal nerve: Protected by gentle retraction of trachea/esophagus, no sharp dissection near the tracheoesophageal groove. Esophagus: Protected by maintaining midline awareness, gentle retraction. Carotid artery/jugular vein: Protected by retractor placement under the carotid sheath. Superior laryngeal nerve: At risk with high exposures (C3-4), travels with superior thyroid vessels. Vertebral artery: Protected by staying within longus colli muscle boundaries.

Exam Pearl

Q: What is the significance of the longus colli muscles in the anterior cervical approach?

A: The longus colli muscles (paired, longitudinal muscles on anterior vertebral bodies) serve as critical landmarks and protection. They are elevated subperiosteally off the anterior spine to expose the disc space. Self-retaining retractors are placed under the medial edges of the longus colli to protect the vertebral arteries which lie lateral to these muscles. Excessive lateral dissection risks vertebral artery injury.

High-Yield Exam Summary

Pre-operative Essentials

  • •Indications: Radiculopathy failed 6-12 weeks conservative, myelopathy with cord compression, fracture, infection
  • •MRI reviewed for cord compression, signal changes, herniation vs stenosis
  • •CT if OPLL or fracture for bone detail; Flex-ext X-rays for instability
  • •Consent: 90-95% radiculopathy success, 50-70% myelopathy improvement
  • •Risks: Dysphagia 10-50% transient, RLN 1-5%, C5 palsy 1-10%, infection 0.5-1%, pseudoarthrosis 5-10%
  • •Smoking cessation critical: Fusion rate 60-70% smokers vs 95% non-smokers

Setup & Positioning

  • •Supine, shoulder roll under scapulae (extends neck), head ring
  • •Tape shoulders caudally (improves C6-T1 visualization)
  • •Small ETT (6.0-7.0mm reduces tracheal pressure); No NGT (increases injury risk)
  • •Neuromonitoring: SSEPs/MEPs for myelopathy
  • •Antibiotics: Cefazolin 2g; Chlorhexidine prep mandible to nipples
  • •Localize level BEFORE incision: Cricoid = C6, thyroid cartilage = C4-C5, hyoid = C3

Surgical Approach Steps

  • •Incision: Transverse skin crease (single/two-level) OR longitudinal medial SCM (multi-level)
  • •Incise platysma; Identify medial SCM border, incise investing fascia
  • •Blunt finger dissection between carotid sheath (lateral) and tracheoesophagus (medial)
  • •Retract carotid laterally, tracheoesophagus medially; Localize level with needle + fluoroscopy
  • •Incise prevertebral fascia longitudinally; Elevate longus colli (stay under 15mm from midline)
  • •Place self-retaining retractor; Proceed with discectomy/corpectomy

Critical Structures & Protection

  • •RLN: In tracheoesophageal groove; Left-sided approach safer; Release retractor every 30 min
  • •Esophagus: Avoid sharp retractors; Screw length 14-16mm (avoid posterior cortex)
  • •Vertebral artery: Enters C6 foramen transversarium; Limit lateral dissection to under 17mm from midline
  • •Stay medial to uncinate process to avoid VA injury
  • •Sympathetic chain: On longus colli lateral to midline (Horner syndrome if injured)
  • •Superior thyroid artery (C4-C5), inferior thyroid artery (C6-C7): May need ligation for multi-level

Discectomy Technique

  • •Confirm level with needle + fluoroscopy; Incise annulus rectangular window
  • •Remove disc with pituitary rongeurs to PLL; Distract with Caspar pins if needed
  • •Remove cartilaginous endplates (curettes), preserve subchondral bone
  • •Decompress: Remove posterior osteophytes (2-3mm Kerrison), PLL if soft disc herniation
  • •Identify uncinate processes (lateral limit); Foraminal decompression if needed
  • •Insert cage (flush or 1-2mm recessed) with bone graft; Plate mid-body to mid-body

Closure & Post-op

  • •Irrigate 3-6L saline; Meticulous hemostasis (bipolar); Drain optional
  • •Close platysma (2-0 Vicryl), subcutaneous (3-0 Vicryl), skin (4-0 Monocryl subcuticular)
  • •Airway monitoring critical: If stridor/swelling, open wound at bedside immediately
  • •Lateral C-spine X-ray; Diet advance as tolerated (dysphagia common initially)
  • •Mobilize POD0-1; No restrictions (stable construct)
  • •Follow-up: 2 weeks wound, 6 weeks X-ray, 3 months fusion assessment

Complication Management

  • •Airway hematoma: Open wound at bedside immediately, call anaesthesia, formal OR after stabilization
  • •RLN injury (1-5%): Document hoarseness, ENT + laryngoscopy if persistent greater than 2 weeks
  • •C5 palsy (1-10%): Deltoid/biceps weakness POD1-3, neuropraxic, 80-90% recover 3-12 months
  • •Dysphagia (10-50% transient): Soft diet, speech pathology if severe, most improve by 3 months
  • •Esophageal injury: If intra-op repair two layers + consult; If post-op NPO + antibiotics + CT
  • •Pseudoarthrosis (5-10%): Higher in smokers/multi-level, revision if symptomatic

References

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  2. Cloward RB. The anterior approach for removal of ruptured cervical disks. J Neurosurg. 1958;15(6):602-617. doi:10.3171/jns.1958.15.6.0602

  3. Henry AK. Extensile Exposure. 2nd ed. Edinburgh: E & S Livingstone; 1957.

  4. Hoppenfeld S, deBoer P. Surgical Exposures in Orthopaedics: The Anatomic Approach. 4th ed. Philadelphia: Lippincott Williams & Wilkins; 2009.

  5. Southwick WO, Robinson RA. Surgical approaches to the vertebral bodies in the cervical and lumbar regions. J Bone Joint Surg Am. 1957;39-A(3):631-644.

  6. Carette S, Fehlings MG. Clinical practice. Cervical radiculopathy. N Engl J Med. 2005;353(4):392-399. doi:10.1056/NEJMcp043887

  7. Fehlings MG, Tetreault LA, Riew KD, et al. A clinical practice guideline for the management of patients with degenerative cervical myelopathy. Global Spine J. 2017;7(3 Suppl):6S-83S. doi:10.1177/2192568217701914

  8. Matsunaga S, Sakou T. Ossification of the posterior longitudinal ligament of the cervical spine: etiology and natural history. Spine (Phila Pa 1976). 2012;37(5):E309-E314. doi:10.1097/BRS.0b013e318241ad33

  9. Campbell WC, Canale ST, Beaty JH. Campbell's Operative Orthopaedics. 13th ed. Philadelphia: Elsevier; 2017.

  10. Vaccaro AR, Fehlings MG, Dvorak MF, eds. Spine and Spinal Cord Trauma: Evidence-Based Management. New York: Thieme; 2011.

  11. Nikolaidis I, Fouyas IP, Sandercock PA, Statham PF. Surgery for cervical radiculopathy or myelopathy. Cochrane Database Syst Rev. 2010;(1):CD001466. doi:10.1002/14651858.CD001466.pub3

  12. Fehlings MG, Wilson JR, Kopjar B, et al. Efficacy and safety of surgical decompression in patients with cervical spondylotic myelopathy. J Bone Joint Surg Am. 2013;95(9):824-832. doi:10.2106/JBJS.L.00589

  13. Anderson PA, Moore TA, Davis KW, et al. Cervical spine injury severity score: assessment of reliability. J Bone Joint Surg Am. 2007;89(5):1057-1065. doi:10.2106/JBJS.F.00650

  14. Kehrer M, Pedersen C, Jensen TG, Lassen AT. Spondylodiscitis: a retrospective study of 83 cases. Scand J Infect Dis. 2014;46(3):161-166. doi:10.3109/00365548.2013.857043

  15. Korinth MC. Treatment of cervical degenerative disc disease - current status and trends. Zentralbl Neurochir. 2008;69(3):113-124. doi:10.1055/s-2007-1022542

  16. Epstein NE. Ossification of the posterior longitudinal ligament: diagnosis and surgical management. Neurosurg Q. 1992;2(4):223-241.

  17. Fraser JF, Härtl R. Anterior approaches to fusion of the cervical spine: a metaanalysis of fusion rates. J Neurosurg Spine. 2007;6(4):298-303. doi:10.3171/spi.2007.6.4.2

  18. Pull ter Gunne AF, Cohen DB. Incidence, prevalence, and analysis of risk factors for surgical site infection following adult spinal surgery. Spine (Phila Pa 1976). 2009;34(13):1422-1428. doi:10.1097/BRS.0b013e3181a03013

  19. Apfelbaum RI, Kriskovich MD, Haller JR. On the incidence, cause, and prevention of recurrent laryngeal nerve palsies during anterior cervical spine surgery. Spine (Phila Pa 1976). 2000;25(22):2906-2912. doi:10.1097/00007632-200011150-00010

  20. Bazaz R, Lee MJ, Yoo JU. Incidence of dysphagia after anterior cervical spine surgery: a prospective study. Spine (Phila Pa 1976). 2002;27(22):2453-2458. doi:10.1097/00007632-200211150-00007

  21. Fehlings MG, Brodke DS, Norvell DC, Dettori JR. The evidence for intraoperative neurophysiological monitoring in spine surgery. Spine (Phila Pa 1976). 2010;35(9 Suppl):S37-S46. doi:10.1097/BRS.0b013e3181d8338e

  22. Palumbo MA, Aidlen JP, Daniels AH, Thakur NA, Caiati J. Airway compromise due to wound hematoma following anterior cervical spine surgery. Open Orthop J. 2012;6:108-113. doi:10.2174/1874325001206010108

  23. Sakaura H, Hosono N, Yonenobu K, Yoshikawa H. Outcome of C5 palsy after decompression surgery for cervical myelopathy: a review of the literature. Spine (Phila Pa 1976). 2003;28(21):2447-2451. doi:10.1097/01.BRS.0000090833.96168.3F

  24. Newhouse KE, Lindsey RW, Clark CR, Lieponis J, Murphy MJ. Esophageal perforation following anterior cervical spine surgery. Spine (Phila Pa 1976). 1989;14(10):1051-1053.

  25. Smith MD, Emery SE, Dudley A, Murray KJ, Leventhal M. Vertebral artery injury during anterior decompression of the cervical spine. J Bone Joint Surg Br. 1993;75(3):410-415.

  26. Fountas KN, Kapsalaki EZ, Nikolakakos LG, et al. Anterior cervical discectomy and fusion associated complications. Spine (Phila Pa 1976). 2007;32(21):2310-2317. doi:10.1097/BRS.0b013e318154c57e

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