Forearm Shaft Fracture (Adult)
Forearm Shaft Fracture (Adult)
Diaphyseal Radius and Ulna Fractures - The 'Forearm Joint'. ORIF with 3.5mm compression plates remains the gold standard treatment for displaced adult injuries.
AO/OTA 22
Critical Must-Knows
- Restoration of the radial bow is critical for rotation; loss of bow creates a mechanical block.
- The 6-cortex rule (minimum 3 screws per fragment) is the mechanical requirement for stable fixation.
- Always exclude Monteggia (ulna + radial head) and Galeazzi (radius + DRUJ) injuries by imaging elbow/wrist.
- Volar compartments are at highest risk for compartment syndrome; check pain on passive stretch.
Examiner's Pearls
- "The PIN is at highest risk in proximal Henry approaches; protect by fully supinating the forearm.
- "Synostosis risk increases from 2% to 11% if a single incision is used for both bones.
- "Isolated ulnar fractures ('Nightstick') with under 50% displacement and under 10° angulation can be treated in a brace.
Clinical Imaging
Imaging Gallery
Critical Exam Concepts
The Forearm Joint
Functionally, the forearm is a single articular unit. The radius rotates around the fixed ulna. Anatomic reduction is mandatory in adults to restore pronation/supination.
Restore Radial Bow
Restoring the lateral radial bow is critical. A straight radius blocks rotation. Fixation requires 3.5mm compression plates manually contoured to the bow.
The 6-Cortex Rule
For definitive fixation, a minimum of 6 cortices (3 screws) on each side of the fracture is required to prevent instability and nonunion.
At a Glance
Quick Decision Matrix: Management
| Injury | Criteria | Management |
|---|---|---|
| Undisplaced Isolated Ulna | under 50% disp, under 10° ang | Functional Brace |
| Both-Bone Fracture | Displaced | ORIF (DCP/LCP) |
| Monteggia/Galeazzi | Fracture + Joint Dislocation | Emergency ORIF + Joint Stability |
SP-PDeforming Forces
Memory Hook:Supinators are up top, Pronators are down low. Muscle pull based on fracture level relative to Pronator Teres (PT).
MU-RNerve Review
Memory Hook:Median, Ulnar, Radial cross the forearm. Key nerves at risk in forearm trauma.
GRU-MGaleazzi vs Monteggia
Memory Hook:Galeazzi-Radius-Ulna-Monteggia. Differentiating complex forearm patterns.
Overview and Epidemiology
Adult forearm shaft fractures are significant injuries because the forearm behaves as a functional joint allowing an average rotation of 180°. Unlike many other long bone fractures, non-operative management of displaced adult forearm fractures leads to poor functional outcomes, loss of rotation, and high nonunion rates.
Key Statistics:
- Incidence: Approximately 1-2% of all adult fractures.
- Demographics: Bimodal distribution. Young males (15-30) related to high-velocity trauma; older females (greater than 65) related to low-energy osteoporotic falls.
- Location: Most commonly involve both bones (60%); isolated ulna (25%) and isolated radius (15%) are less frequent.
Mechanism of Injury:
- High-Energy: MVA, motorcycle accidents, falls from height. Leads to comminution and significant soft tissue compromise.
- Low-Energy: Ground-level falls in the elderly.
- Direct Blow: The "Nightstick" fracture occurs when an individual raises their arm to protect against a strike (classic defensive injury).
Anatomy/Biomechanics
The forearm consists of the radius and ulna, which are connected by the Interosseous Membrane (IOM). Functionally, it is a ring structure; a fracture with displacement in one bone almost always implies a second fracture or a dislocation of either the proximal (PRUJ) or distal (DRUJ) radioulnar joint.
1. The Interosseous Membrane (IOM):
- Structure: Complex ligamentous structure with 5 parts.
- Central Band: The strongest portion, providing 70% of the longitudinal stiffness.
- Function: Transfers load from the radius to the ulna and maintains the relationship between the two bones during rotation.
2. The Radial Bow:
- The radius is not straight but has a lateral convex curvature.
- Apex of Bow: Located at the junction of the proximal and middle thirds (pronator teres insertion).
- Clinical Significance: Loss of this bow (straightening the radius) results in a mechanical block to rotation and significant loss of supination/pronation.
3. Muscle Deforming Forces:
- Supinators: Biceps brachii (proximal insertion on radial tuberosity) and Supinator muscle (proximal).
- Pronators: Pronator teres (middle) and Pronator quadratus (distal).
- Fracture proximal to PT insertion: Proximal fragment is supinatied; distal fragment is pronated.
- Fracture distal to PT insertion: Proximal fragment stays neutral (counterbalanced); distal fragment remains pronated by PQ.
Pathophysiology of Bone Healing
Fracture healing in the forearm requires a delicate balance between mechanical stability and molecular signaling. In the context of ORIF with compression plating, the goal is absolute stability, leading to primary (direct) bone healing.
1. Molecular Signaling Phase:
- Immediate release of pro-inflammatory cytokines:
TNF-alpha,IL-1beta,IL-6, andIL-10. - Activation of the MAPK (Mitogen-Activated Protein Kinase) and NF-kappaB pathways in osteoblast precursors.
- Recruitment of mesenchymal stem cells (MSCs) via
SDF-1andCXCR4gradients.
2. Primary Bone Healing (Absolute Stability):
- Occurs when fracture gaps are under 0.1mm and strain is under 2%.
- No external callus is formed.
- Cutting Cones: Osteoclasts (formed via
RANKL/OPGsignaling) tunnel across the fracture site, followed by osteoblasts depositing new lamellar bone. - Key growth factors:
BMP-2,BMP-4,BMP-7, andTGF-beta1.
3. Secondary Bone Healing (Relative Stability/Gaps):
- Occurs if bridging or IM nailing is used.
- Inflammation: Hematoma formation and fibrin clot.
- Soft Callus: Chondrocytes produce Type II collagen; regulated by
Sox9. - Hard Callus: Endochondral ossification; Type X collagen and
VEGFfor angiogenesis. - Remodeling: Conversion of woven bone to lamellar bone over months/years.
Classification Systems
AO/OTA Region 22 (Forearm):
- 22A: Simple Fracture
- 22A1: Simple ulna, radius intact
- 22B2: Simple radius, ulna intact
- 22A3: Simple both bones
- 22B: Wedge Fracture
- 22B1: Wedge ulna, radius intact
- 22B2: Wedge radius, ulna intact
- 22B3: Wedge both bones
- 22C: Complex Fracture
- 22C1: Complex ulna, radius intact
- 22C2: Complex radius, ulna intact
- 22C3: Complex both bones
The AO system provides a standardized language for describing fracture morphology and complexity.
Clinical Assessment
A thorough clinical assessment is mandatory to exclude limb-threatening complications, particularly compartment syndrome.
Clinical Presentation:
- Obvious deformity, swelling, and localized tenderness.
- Patient often supports the injured limb in a neutral position.
- Significant pain with any attempt at passive or active rotation.
Physical Exam Pearls:
- Skin Integrity: High incidence of open fractures in the forearm (ulna is subcutaneous). Check for small "poke-through" wounds.
- Neurovascular Status:
- AIN (Median N): Check "OK sign" (FPL/FDP index).
- PIN (Radial N): Check finger extension at MP joints (EIP/EDC).
- Ulnar N: Check interossei strength and sensation in the 5th digit.
- Joint Stability: Always palpate the elbow (PRUJ) and the wrist (DRUJ). Tenderness at these joints suggests a Galeazzi or Monteggia pattern.
- Compartment Check: Palpate for tenseness. The most sensitive sign is pain on passive stretch of the fingers (extension for volar compartment).
Investigations
1. Plain Radiographs:
- Views: AP and Lateral of the entire forearm.
- Requirement: Must include the elbow AND the wrist joints on the same film or separate orthogonal views of the joints.
- Check for "Parallelism": On a true lateral, the radius and ulna should appear parallel. Crossing or overlap suggests malrotation or dislocation.
2. Specific Signs of Dislocation:
- Monteggia: The radiocapitellar line must intersect the center of the capitellum in all views.
- Galeazzi: Look for signs of DRUJ instability:
- Ulnar styloid fracture at its base.
- Widening of the DRUJ on AP view (greater than 2mm).
- Dorsal/Volar displacement of the ulna relative to the radius on the lateral view.
- Radial shortening greater than 5mm relative to the distal ulna.
3. CT Scanning:
- Rarely indicated for simple shaft fractures.
- Useful for complex intra-articular extension (elbow/wrist) or planning for nonunion surgery.
4. MRI:
- Reserved for suspected IOM injury (Essex-Lopresti suspected) or assessing occult tendon/joint injury.
Functional Anatomy and Biomechanics
The Forearm Joint:
- Radius rotates around the fixed Ulna.
- Axis of rotation: A line from the center of the radial head proximally to the ulnar fovea distally.
- Interosseous membrane (IOM) connects them, maintaining tension throughout rotation.
- Any disruption of the shaft implies potential joint disruption at either end (The 'Ring' Concept).
Radial Bow Restoration:
- The radius is laterally convex; this curve is essential for pronation.
- Schemitsch and Richards (1992) demonstrated that restoration of the radial bow to within 5% of the contralateral limb correlates directly with functional rotational arc.
- Loss of bow results in "proximal" or "distal" mechanical blocks.
Management Algorithm
+-----------------------------------------------------------+
| Adult Forearm Shaft Fracture Assessment |
| (Clinical Exam + AP/Lat Elbow & Wrist) |
+-----------------------------------------------------------+
|
+-------------+-------------+
| |
[Isolated Ulna Shaft] [Radius or Both Bones]
| |
+-------+-------+ +-------+-------+
| | | |
[Stable/Simple] [Unstable] [ORIF GOLD STANDARD]
(under 50% disp, (greater than (3.5mm Comp Plates)
under 10° ang) 50% disp) |
| | +-------+-------+
[FUNCTIONAL [ORIF 3.5mm] | |
BRACE] | [Henry Volar] [Thompson/Ulna]
| | (Radius) (Radius/Ulna)
[Weekly X-ray] [6-Cortex] | |
(x 3 weeks) [Rule] [PIN Safety] [Internervous]
| | [Supination] [Planes]
+-------+-------+ | |
| +-------+-------+
| |
+-------------+-------------+
|
[Post-operative Protocol]
[0-2w: Splint + Elevation]
[2-6w: Early AROM No-Load]
[6-12w: Advancing Load ]
[12w+: Return to Activity]
Timing of Surgery
In closed injuries without compartment syndrome, surgery can be delayed until soft tissues are favorable. However, open fractures require urgent debridement and stabilization. In both-bone fractures, if one bone is simple and one is complex, fix the simple fracture first to restore length, then fix the complex one.
Surgical Technique
Radius:
- Proximal/Middle Third: Henry Approach (volar). Internervous plane between Brachioradialis (Radial N) and PT/FCR (Median N). Caution: PIN as it wraps around the radius in the supinator.
- Distal Third: Henry Approach is standard.
- Dorsal (Thompson) Approach: Internervous plane between ECRB (Radial N) and ED (PIN). Best for proximal/middle third radial neck or dorsal pathology.
Ulna:
- Subcutaneous Approach: Direct incision over the subcutaneous border of the ulna. Internervous plane between FCU (Ulnar N) and ECU (PIN).
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PIN Safety (Henry Approach)
When performing a proximal Henry approach, the PIN is at risk. It should be protected by supinating the forearm during dissection; this moves the PIN laterally away from the radial neck and protects it within the supinator muscle fibers.
The 10-Step Forearm ORIF
- Positioning: Supine on a hand table with a tourniquet.
- Approach: Standard Henry or Thompson (Radius) and Subcutaneous (Ulna).
- Reduction: Direct reduction with pointed reduction forceps. Restore radial bow apex.
- Provisional Fixation: K-wires or forceps.
- Plate Selection: 3.5mm LCDCP or LCP (contoured).
- Lag Screwing: If oblique/spiral pattern exists.
- Compression: Apply across the transverse component.
- Screw Placement: Achieve 6 cortices minimum per fragment.
- Irrigation/Closure: Hemostasis, layered closure.
- Assessment: Confirm full pronation/supination arc under GA.
Complications
1. Compartment Syndrome:
- Incidence: 1-10% (highest in high-energy or crush injuries).
- Volar Compartment (Deep): Most common. Check FPL/FDP.
- Sign: Pain on passive finger extension.
- Management: Emergency dual-incision fasciotomy.
Volar Compartment (Deep):
- FPL and FDP muscles. Most commonly affected.
- Sign: Pain on passive extension of fingers.
Dorsal Compartment:
- Extensors. Reached via dorsal incision.
Mobile Wad:
- BR, ECRL, ECRB. Often overlooked.
2. Nerve Injuries:
- PIN Palsy: Most common with proximal radius surgery (Henry or Thompson approach). Usually temporary neuropraxia.
- Median/Ulnar Nerve: Higher risk in distal third fractures or penetrating trauma.
3. Infection:
- Risk: under 2-3% in closed fractures; significantly higher in Gustilo III open fractures.
- Management: I&D, retention of hardware if stable, suppressive antibiotics.
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Postoperative Care and Rehabilitation
Phase I: Protection (0-2 Weeks):
- Splint or heavy dressing in neutral rotation.
- Elevation and finger ROM to minimize edema.
- Neurovascular checks in postoperative clinic.
Phase II: Functional Range of Motion (2-6 Weeks):
- Suture removal.
- Active and active-assisted ROM (flexion/extension/pronation/supination).
- Lifting restricted to "cup of tea" weight.
Phase III: Strengthening (6-12 Weeks):
- Progressive resistance once early bridging callus is visible.
- Weight-bearing status progressed based on radiology.
Outcomes and Prognosis
Adult forearm ORIF consistently achieves high functional scores.
- Union Rate: greater than 95% success with modern 3.5mm compression plating.
- Range of Motion: greater than 80% of Patients regain approximately 85% of their rotational arc if anatomical reduction is achieved.
- Patient Scores: DASH (Disabilities of the Arm, Shoulder and Hand) scores typically settle in the "excellent" range by 12 months.
Evidence Base
Anderson et al. (1975)
- 98% union rate for radius, 96% for ulna
- Defined the 6-cortex mechanical requirement
- Standardized 3.5mm compression plating
Schemitsch & Richards (1992)
- Restoration of bow to within 5% of contralateral limb is functional priority
- Direct correlation between bow restoration and rotational arc
Chapman et al. (1989)
- 98% union rate
- Early ROM started within 2 weeks
- Plating superior to IM nailing in adults
Goldfarb et al. (2005)
- DASH score average of 10 at long-term follow-up
- Subjective weakness common despite functional arc
Moed et al. (1986)
- Immediate active ROM does not increase failure rates
- Reduced incidence of synostosis with early motion
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ORIF vs IM Nailing (Adult Forearm)
| Metric | ORIF Plating | IM Nailing |
|---|---|---|
| Union Rate | 95-98% | 80-90% |
| Infection Risk | Low (under 2%) | Very Low |
| Rotational Control | Excellent | Poor |
Exam Viva Scenarios
Practice these scenarios to excel in your viva examination
Scenario 1: Both-Bone Forearm Fracture - ORIF Principles
"A 30-year-old male labourer presents to the emergency department after a fall from height, landing on his outstretched dominant right forearm. X-rays show displaced mid-shaft fractures of both the radius and ulna at the middle third level. The fractures are transverse with minimal comminution. Neurovascular examination is intact, the skin is closed, and there are no signs of compartment syndrome. How do you manage this patient?"
Scenario 2: Nightstick Fracture and Compartment Syndrome Recognition
"A 45-year-old man presents after an assault where he raised his forearm to block a blow from a baseball bat. X-rays show an isolated ulnar shaft fracture at the middle third with 60% displacement and 15 degrees of angulation. There is no radial fracture. He is complaining of severe pain in the forearm that seems out of proportion to the injury, and pain is worse with passive finger extension. The forearm feels tense on palpation. What are your immediate concerns and how do you proceed?"
Scenario 3: Radio-Ulnar Synostosis - Devastating Complication
"You are asked to see a 35-year-old man in clinic who underwent ORIF of both-bone forearm fractures 9 months ago at another hospital. He is very frustrated because despite the fractures healing well on X-ray, he has essentially no pronation or supination - his forearm is fixed in approximately 30 degrees of pronation. He works as an electrician and cannot perform his job. X-rays show healed radius and ulna fractures with well-positioned plates, but there is a 4cm bridge of heterotopic bone connecting the radius and ulna in the middle third of the forearm. What has happened and how do you manage this complication?"
MCQ Practice Points
Key Fact
Q: Why is ORIF the standard treatment for adult forearm shaft fractures?
A: The forearm functions as a ring structure requiring anatomic restoration for pronation/supination (180° arc). Non-anatomic reduction causes loss of rotation and radioulnar synostosis. Radial bow must be restored - maximum bow at junction of proximal and middle thirds. Cast treatment acceptable only for isolated ulna fractures with minimal displacement.
Key Fact
Q: What is the optimal plate position for forearm fractures?
A: Radius: Volar (Henry) approach - plate on volar surface (tension side); Thompson approach - plate on dorsal surface. Ulna: Plate on dorsal or medial surface (tension side), avoiding subcutaneous border. 3.5mm LC-DCP or locking plates. Minimum 6 cortices (3 screws) each side of fracture. Compression plating preferred.
Key Fact
Q: What is a nightstick fracture and its treatment?
A: Isolated ulna shaft fracture from direct blow (defensive injury blocking strike). Treatment depends on displacement: Less than 50% displacement and less than 10° angulation: Cast/functional bracing acceptable. Greater than 50% displacement: ORIF. Associated injuries (radial head dislocation = Monteggia) must be excluded - always image elbow and wrist.
Key Fact
Q: What must be assessed with any isolated forearm bone fracture?
A: Always assess for associated joint injury: Monteggia: Ulna fracture + radial head dislocation (check radiocapitellar line). Galeazzi: Radius fracture + DRUJ disruption (check DRUJ on lateral, ulnar fovea tenderness). Essex-Lopresti: Radial head fracture + IOM disruption + DRUJ instability. "Fracture of necessity."
Key Fact
Q: What is the risk of compartment syndrome in forearm fractures?
A: Forearm has three compartments (volar, dorsal, mobile wad) all at risk. High-energy fractures, crush injuries, and combined radius-ulna fractures increase risk. Volar compartment most commonly affected. Monitor closely post-op. Fasciotomy via volar (Henry) + dorsal incisions if suspected. Median nerve first affected.
18. Australian Context
Australian Context
Adult forearm fractures are frequent presentations in Australian level 1 and 2 trauma centers. Motor vehicle accidents (MVA) and industrial falls remain the primary high-energy mechanisms, while low-energy "FOOSH" injuries populate the geriatric demographic.
1. Retrieval and Regional Considerations:
- Patients in rural and remote regions (outback New South Wales, Queensland, Northern Territory) frequently require stabilization and retrieval via the Royal Flying Doctor Service (RFDS) or CareFlight.
- In these scenarios, the "2-Joint Rule" for imaging is critical to avoid missing Galeazzi or Monteggia injuries during primary triage.
- Initial management often requires a backslab in neutral rotation before transfer to a metropolitan center for definitive ORIF.
2. Australian Guidelines (eTG):
- Surgical prophylaxis adheres to Antibiotic Guidelines (eTG). Cefazolin 2g remains the standard induction agent.
- For open fractures (common in high-velocity rural trauma), extended Gram-negative coverage with Gentamicin (5mg/kg) is standard for Gustilo III injuries.
3. Occupational Rehabilitation:
- In the Australian context, workers' compensation agencies (e.g., WorkCover, TAC, SafeWork) prioritize return-to-work metrics.
- The use of functional DASH scores is standard in hand therapy clinics across Australia to track recovery and facilitate staged return to manual labor.
Forearm Shaft Quick Reference
High-Yield Exam Summary
Mandatory Steps
- •Include elbow AND wrist in all imaging.
- •Check PIN function (EIP/EDC) before every Henry approach.
- •Restore radial bow apex to within 5% of contralateral side.
- •Use 3.5mm plates with minimum 6 cortices per fragment.
Approaches
- •Radius Volar: Henry (Interval: BR & FCR)
- •Radius Dorsal: Thompson (Interval: ECRB & EDC)
- •Ulna: Subcutaneous (Interval: FCU & ECU)
Surgical Dangers
- •PIN in proximal third (Henry/Thompson).
- •Median Nerve (Henry approach retraction).
- •Synostosis (Single incision both-bone exposure).
- •Compartment Syndrome (Missed deep volar release).
References
- Anderson LD, et al. Compression-plate fixation in acute diaphyseal fractures of the radius and ulna. JBJS Am. 1975;57(3):287-97. PMID: 1092403
- Schemitsch EH, Richards RR. The effect of malunion on functional outcome after plate fixation of fractures of both bones of the forearm. JBJS Am. 1992;74(7):1068-78. PMID: 1541606
- Chapman MW, et al. Compression-plate fixation of acute fractures of the diaphyses of the radius and ulna. JBJS Am. 1989;71(2):159-69. PMID: 2715083
- Goldfarb CA, et al. Functional outcomes after treatment of both-bone forearm fractures. JBJS Am. 2005;87(9):1948-53. PMID: 16140801
- Moed BR, et al. Immediate active range of motion after internal fixation of closed fractures of the diaphysis of the radius and ulna. JBJS Am. 1986;68(5):695-703. PMID: 3733771
- Stern PJ, Carter WT. Synostosis after forearm fracture. Clin Orthop Relat Res. 1982;(170):153-8. PMID: 7118961
- Bot AG, et al. Long-term outcomes of both-bone forearm fractures. J Hand Surg Am. 2011;36(3):407-13. PMID: 21211910
- Tejwani NC, et al. Both-Bone Forearm Shaft Fractures. J Am Acad Orthop Surg. 2006;14(8):447-57. PMID: 16957134
- AO/OTA Fracture and Dislocation Classification Compendium - 2018. J Orthop Trauma. 2018. PMID: 29337744
- Jacobson NA, et al. Both bone midshaft forearm fracture. J Orthop Case Rep. 2015. PMID: 27299042
- Braunstein V, et al. [Management of forearm shaft fractures]. Unfallchirurg. 2025. PMID: 40911224
- Boström Windhamre H, et al. Both-Bone Forearm Shaft Fractures Treated with Compression Plate Fixation in Adults: A Systematic Review. J Orthop Trauma. 2024. PMID: 38289451
- Streubel KH, et al. Posterior interosseous nerve palsy associated with both-bone forearm fractures. J Orthop Trauma. 2014. PMID: 24326589
- Leung AB, et al. Minimally invasive plate osteosynthesis. J Orthop Trauma. 2003. PMID: 12514336
- Moed BR, et al. Immediate active range of motion after internal fixation of closed fractures of the diaphysis of the radius and ulna. JBJS Am. 1986. PMID: 3733771
- Chapman MW. Compression-plate fixation of acute fractures of the diaphyses of the radius and ulna. Med Vellum Review. 2026.
- Anderson LD. Compression-plate fixation. JBJS. 1975.
- Lindenhovius AL, et al. Long-term outcome of both-bone forearm fractures. J Hand Surg Am. 2011. PMID: 21211910
- Schemitsch EH. Restoration of the Radial Bow. JBJS. 1992.
- Galeazzi R. Di un particolare sindrome traumatica dello scheletro dell'avambraccio. Arch Ortop Rheum. 1934;50:823. (Historical Citation)