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OrthoVellum

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Not affiliated with the Royal Australasian College of Surgeons.

Hallux Valgus

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Hallux Valgus

Bunion deformity with lateral deviation of hallux and medial prominence of first metatarsal head. Comprehensive coverage of assessment, osteotomy selection (chevron, scarf, Lapidus), surgical technique, and complications.

complete
Updated: 2025-12-17
High Yield Overview

HALLUX VALGUS

Bunion Deformity | Osteotomy Selection | First MTP Joint Arthritis

23%Adult prevalence (females)
15°Normal hallux valgus angle
9°Normal IMA threshold
90%Female predominance

MANCHESTER SCALE (Clinical Severity)

Grade 1
PatternNo deformity visible
TreatmentConservative
Grade 2
PatternMild bunion, no overlapping
TreatmentDistal osteotomy
Grade 3
PatternModerate bunion, overlapping toes
TreatmentScarf or proximal osteotomy
Grade 4
PatternSevere deformity, fixed subluxation
TreatmentLapidus or arthrodesis

Critical Must-Knows

  • Hallux valgus angle (HVA): Normal under 15 degrees; mild 15-25, moderate 25-40, severe over 40 degrees
  • Intermetatarsal angle (IMA): Normal under 9 degrees; key determinant of osteotomy type
  • Chevron osteotomy: Distal, for mild-moderate deformity with IMA under 13 degrees
  • Scarf osteotomy: Mid-shaft, for moderate-severe with IMA 13-20 degrees, most versatile
  • Lapidus procedure: TMT arthrodesis for severe deformity, hypermobility, or IMA over 20 degrees

Examiner's Pearls

  • "
    IMA over 13 degrees typically requires proximal or scarf osteotomy, not distal chevron
  • "
    First TMT hypermobility is an indication for Lapidus fusion over osteotomy
  • "
    Congruent vs incongruent MTP joint determines if distal soft tissue release needed
  • "
    Hallux valgus interphalangeus (distal phalanx deviation) may require Akin osteotomy

Clinical Imaging

Imaging Gallery

Measurement of the HVA and IMA using the conventional midline method. (A) Preoperative measurement; Miller method using the longitudinal axis of the first and second metatarsal, determined preoperativ
Click to expand
Measurement of the HVA and IMA using the conventional midline method. (A) Preoperative measurement; Miller method using the longitudinal axis of the fCredit: Seo JH et al. via Yonsei Med. J. via Open-i (NIH) (Open Access (CC BY))
Bilateral AP foot X-ray showing hallux valgus with scarf osteotomy correction
Click to expand
Bilateral AP foot X-ray demonstrating hallux valgus: Left foot shows post-operative correction with scarf and Akin osteotomies (screw fixation visible) with corrected HVA and IMA and realigned sesamoids. Right foot shows uncorrected deformity for comparison - note the increased intermetatarsal angle and hallux lateral deviation.Credit: Kilmartin TE et al. - J Foot Ankle Res (CC BY 4.0)

Critical Hallux Valgus Exam Points

Osteotomy Selection Algorithm

IMA determines procedure. Under 13 degrees: chevron. 13-20 degrees: scarf. Over 20 degrees or hypermobility: Lapidus. Examiners expect precise thresholds.

Joint Congruity Assessment

Congruent joint = parallel articular surfaces on AP stress. Incongruent = subluxation requiring lateral release. Determines soft tissue procedure.

Recurrence Risk Factors

Undercorrection of IMA is the leading cause of recurrence. Must correct to under 9 degrees. Other factors: hypermobility, insufficient fixation, obesity.

Transfer Metatarsalgia

Avoid overcorrection. First ray shortening over 3mm or excessive dorsiflexion causes transfer of load to lesser metatarsals. Balance is critical.

Quick Decision Guide: Osteotomy Selection

DeformityHVA / IMAProcedureKey Pearl
Mild, congruent jointHVA 15-25° / IMA under 13°Chevron (distal metatarsal)Inherently stable, minimal shortening
Moderate, incongruentHVA 25-40° / IMA 13-20°Scarf (mid-shaft) + lateral releaseMost versatile, corrects IMA and HVA
Severe, hypermobile TMTHVA over 40° / IMA over 20°Lapidus (TMT fusion)Addresses instability at source
Recurrent after osteotomyVariable, often IMA still highLapidus or MTP fusionSalvage when soft tissue depleted
Mnemonic

BUNIONSCauses of Hallux Valgus

B
Biomechanics
Pes planus, pronation, first ray hypermobility
U
Unfit footwear
High heels, narrow toe box (not causative but exacerbates)
N
Neuromuscular
Cerebral palsy, Charcot-Marie-Tooth disease
I
Inflammatory
Rheumatoid arthritis, psoriatic arthritis
O
Oestrogenic
Female hormones (90% female prevalence)
N
Nature (genetics)
Familial predisposition in 60-70% of cases
S
Structural
Long first metatarsal, metatarsus primus varus

Memory Hook:BUNIONS = Bunions Usually Need Investigation Of Natural Structure - genetic and biomechanical factors dominate!

Mnemonic

MAIDSAssessment of Hallux Valgus Deformity

M
MTP joint
Congruity, subluxation, ROM, arthritis
A
Angles
HVA (hallux valgus angle), IMA (intermetatarsal angle), DMAA
I
IPJ alignment
Hallux valgus interphalangeus (Akin needed if present)
D
DMAA
Distal metatarsal articular angle (normal under 10 degrees)
S
Sesamoids
Position (grade 1-4 subluxation), arthritis, bipartite

Memory Hook:MAIDS = Metatarsal Alignment Is Decision-maker for Surgery - measure all angles before choosing procedure!

Mnemonic

TRANSFERComplications of Hallux Valgus Surgery

T
Transfer metatarsalgia
From first ray shortening or elevation
R
Recurrence
Undercorrection of IMA, hypermobility, poor fixation
A
AVN of metatarsal head
Disruption of blood supply during extensive dissection
N
Nerve injury
Medial dorsal cutaneous nerve (numbness)
S
Stiffness
Hallux rigidus from overcorrection or adhesions
F
Fixation failure
Nonunion, malunion, hardware irritation
E
Elevated first ray
Causes transfer load to lesser metatarsals
R
Recalcitrant pain
Persistent pain despite correction (5-10%)

Memory Hook:TRANSFER = Transferring load away from first ray is the hallmark complication - avoid shortening!

Overview and Epidemiology

Definition and Pathoanatomy

Hallux valgus is a complex deformity characterized by:

  • Lateral deviation of the hallux at the first metatarsophalangeal (MTP) joint
  • Medial deviation of the first metatarsal (metatarsus primus varus)
  • Medial prominence of the first metatarsal head (bunion)
  • Progressive subluxation of the first MTP joint

The deformity involves bony malalignment, soft tissue contracture (lateral structures), and attenuation of medial capsule and ligaments.

Biomechanics

Normal first ray function: The first metatarsal and hallux bear 50% of forefoot load during gait. Hypermobility of the first tarsometatarsal (TMT) joint allows progressive varus drift of the metatarsal, creating a vicious cycle of worsening deformity with each step.

Risk Factors

Intrinsic Factors

  • Genetics: Familial in 60-70%, autosomal dominant with incomplete penetrance
  • Gender: Female predominance (hormonal influence on ligament laxity)
  • Foot shape: Pes planus, first ray hypermobility, long first metatarsal
  • Neuromuscular: CP, CMT, stroke (muscle imbalance)

Extrinsic Factors

  • Footwear: High heels, narrow toe box (exacerbate, not cause)
  • Inflammatory arthritis: RA, psoriatic arthritis
  • Hypermobility syndromes: Ehlers-Danlos, Marfan syndrome
  • Obesity: Increased forefoot loading

Footwear Myth

Examiners will ask: Do high heels cause bunions? Answer: No. Footwear can exacerbate symptoms in predisposed individuals but does not cause the deformity. Genetic and biomechanical factors are primary. Societies with barefoot populations have similar prevalence.

Pathophysiology and Mechanisms

First Ray Anatomy

Osseous Structures

  • First metatarsal: Thicker, shorter than lesser metatarsals
  • Proximal phalanx: Articulates at MTP joint
  • Sesamoids: Medial (tibial) and lateral (fibular) within FHB tendon
  • TMT joint: Between first metatarsal and medial cuneiform

Soft Tissue Constraints

  • Medial capsule: Attenuates with progressive deformity
  • Adductor hallucis: Lateral pull on proximal phalanx
  • Abductor hallucis: Medial stabilizer, becomes plantarflexor
  • Plantar plate: Sesamoid sling, acts as windlass

Blood Supply to First Metatarsal Head

AVN Risk

Vascular anatomy: First metatarsal head supplied by:

  • Dorsal metatarsal artery: Enters dorsomedially
  • Plantar metatarsal artery: Enters plantarly
  • Nutrient artery: Mid-shaft

Risk of AVN: Extensive soft tissue stripping, especially combined dorsal and plantar dissection, can devascularize the metatarsal head. Limit dissection, preserve periosteum.

Biomechanical Pathology

The deformity progresses through a vicious cycle:

  1. Initial subluxation: First TMT hypermobility or pes planus causes metatarsus primus varus
  2. Soft tissue imbalance: Adductor hallucis pulls hallux laterally; medial capsule stretches
  3. Sesamoid subluxation: Sesamoids remain fixed to lesser metatarsals; first metatarsal drifts medially
  4. Progressive deformity: Each step increases valgus force; abductor hallucis becomes plantarflexor

Classification Systems

Radiographic Classification (Gold Standard)

Measured on weight-bearing AP foot radiograph:

SeverityHVAIMADMAASesamoid Subluxation
NormalUnder 15°Under 9°Under 10°Grade 0-1
Mild15-25°9-13°10-15°Grade 1-2
Moderate25-40°13-20°15-25°Grade 2-3
SevereOver 40°Over 20°Over 25°Grade 3-4

Key Measurements:

  • HVA (Hallux Valgus Angle): Angle between first metatarsal and proximal phalanx axes
  • IMA (Intermetatarsal Angle): Angle between first and second metatarsal axes
  • DMAA (Distal Metatarsal Articular Angle): Angle of first metatarsal articular surface to metatarsal axis
  • Sesamoid Position: Grade 1 (normal) to 4 (complete lateral subluxation)

IMA Critical Threshold

IMA over 13 degrees typically requires proximal or mid-shaft osteotomy (scarf) rather than distal (chevron). IMA is the primary determinant of procedure selection. Know the thresholds: under 13 = distal; 13-20 = scarf; over 20 = proximal or Lapidus.

The IMA determines the osteotomy type needed for correction.

Manchester Scale (Clinical Assessment)

Manchester Scale clinical photographs showing hallux valgus severity grades
Click to expand
Manchester Scale for hallux valgus severity: Clinical photographs showing progressive grades from (A) mild deformity with minimal bunion prominence, to (B-C) moderate deformity with visible medial eminence, to (D) severe deformity with marked hallux lateral deviation and bunion. This visual scale correlates with patient symptoms and guides treatment selection.Credit: D'Arcangelo PR et al. - J Foot Ankle Res (CC BY 4.0)

Patient-reported visual grading:

GradeClinical AppearancePatient SymptomsTreatment
1No visible deformityAsymptomaticObservation
2Mild bunion, toes straightShoe pressure, mild painConservative or distal osteotomy
3Moderate bunion, overlapping toesSignificant pain, difficulty with shoesScarf or proximal osteotomy
4Severe deformity, fixed subluxationDisabling pain, cannot wear shoesLapidus or MTP fusion

Advantages: Simple, reproducible, correlates with patient satisfaction. Used in research and outcome assessment.

This scale helps guide conservative versus surgical treatment.

Joint Congruity Classification

Assessed on weight-bearing AP radiograph:

Congruent Joint

Articular surfaces remain parallel with valgus stress. Deformity is at the metatarsal level (metatarsus primus varus). Lateral soft tissue release usually not required.

Incongruent Joint

Subluxation of joint with loss of articular surface parallelism. Deformity involves both bone and soft tissue. Lateral capsular release and adductor tenotomy required.

Surgical Implication

Congruent vs incongruent determines soft tissue procedure. Congruent: osteotomy alone may suffice. Incongruent: always perform lateral release (adductor hallucis tenotomy, lateral capsular release) to prevent recurrence.

This classification determines whether soft tissue release is needed.

Clinical Assessment

History

  • Pain location: Medial bunion, MTP joint, IPJ, lesser toes (transfer)
  • Functional limitation: Shoe wear, walking distance, sports
  • Progression: Rate of worsening, previous treatments
  • Footwear: Heel height, toe box width
  • Occupation: Standing, walking demands
  • Medical history: Inflammatory arthritis, neuromuscular disease

Examination

  • Look: Bunion prominence, callus, lesser toe deformity
  • Feel: Medial tenderness, first TMT mobility, MTP crepitus
  • Move: MTP ROM (normal 70-80° dorsiflexion), IPJ alignment
  • Special tests: First ray mobility test, Coleman block test (if pes planus)
  • Gait: Pronation, hallux push-off
  • Neurovascular: Sensation, pulses (important for diabetics)

First Ray Mobility Assessment

First Ray Mobility Test

Step 1Stabilize Lesser Metatarsals

Grasp metatarsal heads 2-5 with one hand, dorsal and plantar.

Step 2Mobilize First Ray

With other hand, dorsiflex and plantarflex the first metatarsal head. Compare to contralateral foot.

Step 3Grade Mobility

Normal: 5-8mm of motion. Hypermobile: Over 10mm (consider Lapidus). Stiff: Under 5mm (arthritis or compensation).

Hypermobility = Lapidus Indication

Clinical pearl: If first TMT hypermobility is present, osteotomy alone will fail. The instability at the TMT joint will cause recurrence. Lapidus procedure (TMT fusion) is the appropriate choice to address the pathology at its source.

Sesamoid Assessment

  • Palpation: Tenderness suggests sesamoiditis or arthritis
  • Position: Grade subluxation (radiographic correlation)
  • Movement: Sesamoids should reduce with manual hallux varus stress (if fixed, indicates severe soft tissue contracture)

Investigations

Weight-bearing AP X-ray of right foot showing post-operative hallux valgus correction
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Weight-bearing AP radiograph of right foot demonstrating post-operative hallux valgus correction with screw fixation. Note the 'WT BEARING' label indicating proper radiographic technique - weight-bearing views are essential for accurate measurement of HVA and IMA angles as non-weight-bearing films underestimate deformity by 20-30%.Credit: Iselin LD et al. - BMC Musculoskelet Disord (CC BY 4.0)

Imaging Protocol

EssentialWeight-Bearing AP Foot

Views: AP, lateral, oblique. Must be weight-bearing for accurate measurement.

Measure:

  • HVA (hallux valgus angle)
  • IMA (intermetatarsal angle)
  • DMAA (distal metatarsal articular angle)
  • Sesamoid position (grade 1-4)
  • Joint congruity
  • MTP and TMT arthritis
ImportantLateral Radiograph

Assess: First metatarsal length relative to second (normal is equal or 1-2mm longer). Metatarsus elevatus (indicates transfer metatarsalgia risk). Pes planus, midfoot arthritis.

SelectiveMRI

Indications: Suspected AVN, sesamoid pathology (bipartite vs fracture), plantar plate tear, MTP arthritis assessment. Not routine for hallux valgus.

RareCT Scan

Indications: Complex revision cases, TMT arthritis assessment pre-Lapidus, postoperative nonunion evaluation.

Radiographic Pitfalls

Non-Weight-Bearing Films Are Useless

Common mistake: Measuring angles on non-weight-bearing radiographs underestimates deformity severity. IMA and HVA both decrease by 20-30% when non-weight-bearing. Always obtain weight-bearing films for surgical planning.

Non-Operative Management

Conservative Treatment Algorithm

Footwear Modification

  • Wide toe box to accommodate bunion
  • Low heel (under 2cm) to reduce forefoot pressure
  • Soft uppers to minimize friction
  • Avoid pointed toes and constrictive shoes

Orthoses and Padding

  • Bunion pads over medial eminence
  • Toe spacers to separate hallux from second toe
  • Metatarsal pads if transfer metatarsalgia
  • Custom orthotics for pes planus, pronation control

Orthoses Do Not Correct Deformity

Important counseling point: Orthoses, toe spacers, and bunion pads can relieve symptoms but do not correct or prevent progression of the deformity. Set realistic expectations. Surgery is the only corrective treatment.

These measures provide symptomatic relief and may delay surgery.

Adjunctive Conservative Measures

Additional Options

PharmacologicalAnalgesia

NSAIDs for acute flares. Paracetamol for background pain. Topical NSAIDs for localized bunion tenderness.

RehabilitationPhysical Therapy

Stretching: Adductor hallucis, gastrocnemius (if tight heel cord). Strengthening: Intrinsic foot muscles, abductor hallucis. Limited evidence for correction but may reduce symptoms.

SelectiveInjection

Corticosteroid injection into MTP joint for synovitis. Temporary relief (3-6 months). Risk of cartilage damage with repeat injections. Not curative.

These therapies are adjuncts to primary conservative measures.

Indications for Surgery

Surgery is indicated when:

  1. Pain refractory to conservative measures (minimum 3-6 months)
  2. Functional limitation affecting daily activities or employment
  3. Progressive deformity with difficulty wearing any shoes
  4. Secondary pathology: Transfer metatarsalgia, lesser toe deformity, intractable plantar keratosis

Not indicated for:

  • Cosmetic concerns alone (high complication risk, patient dissatisfaction)
  • Asymptomatic deformity (even if severe radiographically)
  • Unrealistic expectations for shoe wear

Management Algorithm

📊 Management Algorithm
Hallux Valgus Management Algorithm Flowchart
Click to expand
Treatment algorithm based on severity (HVA/IMA) and joint congruity. Mild (IMA under 13 degrees) leads to Chevron. Moderate (IMA 13-20 degrees) leads to Scarf. Severe (IMA over 20 degrees) leads to Lapidus.Credit: OrthoVellum

Chevron Osteotomy Algorithm

Patient Profile: HVA 15-25 degrees, IMA under 13 degrees, congruent joint

Treatment Pathway

First LineConservative Trial

Wide toe box shoes, bunion pads, NSAIDs for 3-6 months. If symptoms persist despite optimal conservative care, offer surgery.

Pre-operativeSurgical Planning

Weight-bearing radiographs confirm IMA under 13 degrees. Assess joint congruity (if congruent, lateral release may not be needed). Plan chevron osteotomy with 3-5mm lateral translation.

OperativeSurgery

Chevron osteotomy (distal metatarsal V-shaped cut), translate laterally to correct IMA. Fixation with screw. Add lateral release if incongruent. Medial eminence resection.

Post-operativeRehabilitation

Heel weight-bearing in postoperative shoe for 6 weeks. Progress to regular shoes at 6 weeks. Return to full activity at 3 months.

Advantages: Fast recovery, inherently stable, minimal shortening

Expected Outcome: 85-90% satisfaction, recurrence 5-10%

This algorithm is ideal for mild to moderate deformity with good bone quality.

Scarf Osteotomy Algorithm

Patient Profile: HVA 25-40 degrees, IMA 13-20 degrees, often incongruent joint

Treatment Pathway

First LineConservative Trial

Wide shoes, orthotics, activity modification for 3-6 months. Most patients with moderate deformity fail conservative care.

Pre-operativeSurgical Planning

Confirm IMA 13-20 degrees (scarf range). Assess joint congruity (usually incongruent, requiring lateral release). Plan scarf Z-osteotomy with 5-8mm translation.

OperativeSurgery

Scarf osteotomy (mid-shaft Z-shaped cut with horizontal and two vertical limbs). Translate distal fragment laterally. Two-screw fixation. Lateral soft tissue release. Medial eminence resection after osteotomy.

Post-operativeRehabilitation

Heel weight-bearing in postoperative shoe for 6 weeks. Full weight-bearing at 6 weeks. Regular shoes at 6-8 weeks. Return to sports at 3-4 months.

Advantages: Most versatile, corrects both HVA and IMA, stable fixation

Expected Outcome: 85-95% satisfaction, recurrence 5-15%

This is the workhorse procedure for moderate deformity.

Lapidus Procedure Algorithm

Patient Profile: HVA over 40 degrees, IMA over 20 degrees, or first TMT hypermobility

Treatment Pathway

Pre-operativeAssessment

Confirm IMA over 20 degrees or first TMT hypermobility (over 10mm motion). Consider Lapidus if recurrence after previous osteotomy. CT scan if TMT arthritis suspected.

Operative PlanSurgical Planning

Plan TMT arthrodesis with medial locking plate or crossed lag screws. Goal: correct IMA to under 9 degrees, maintain first ray length, slight plantarflexion to match second metatarsal.

OperativeSurgery

Expose TMT joint, denude cartilage, fenestrate subchondral bone. Reduce IMA by adducting first metatarsal. Fixation with plate and screws or crossed screws. Add lateral release if needed.

Post-operativeRehabilitation

Non-weight-bearing for 6 weeks in boot or cast. Progressive weight-bearing weeks 6-12. Full activity at 4-6 months after fusion confirmed.

Advantages: Addresses hypermobility, lowest recurrence, powerful IMA correction

Challenges: Nonunion risk 5-10%, longer recovery, fusion stiffness

This procedure is definitive for severe deformity and prevents recurrence.

Combined Procedures

Often performed with primary osteotomy:

Lateral Soft Tissue Release

When: Incongruent MTP joint (subluxation on radiographs)

Technique: Separate incision in first web space. Adductor hallucis tenotomy (pull hallux medially to identify). Lateral capsular release.

Goal: Allow hallux to reduce to neutral, prevent recurrence

Akin Osteotomy

When: Hallux valgus interphalangeus (distal phalanx deviation)

Technique: Medial closing wedge osteotomy of proximal phalanx. Fixation with staple or screw.

Goal: Straighten hallux alignment

Avoid Isolated Medial Eminence Resection

McBride procedure (medial eminence resection, adductor tenotomy, lateral sesamoidectomy) is historical. High recurrence rate (30-50%) because it does not correct IMA. Modern practice requires osteotomy to realign the metatarsal.

Adjunctive procedures optimize correction but must be combined with osteotomy.

Surgical Technique

5-panel X-ray series showing Endolog technique for hallux valgus correction
Click to expand
Hallux valgus surgical correction series: (a) Pre-operative AP X-ray showing moderate hallux valgus deformity, (b-e) Sequential post-operative radiographs demonstrating the Endolog technique with staple fixation and progressive correction of HVA and IMA angles over follow-up period.Credit: Biz C et al. - J Orthop Surg Res (CC BY 4.0)
3-panel X-ray showing Mitchell's osteotomy for hallux valgus
Click to expand
Mitchell's osteotomy progression: (a) Pre-operative showing HVA 40 degrees with significant metatarsus primus varus, (b) 4-month post-operative showing initial correction, (c) 6-month follow-up demonstrating maintained alignment. The Mitchell distal osteotomy provides correction with inherent stability from its step-cut design.Credit: Baba AN et al. - Indian J Orthop (CC BY 4.0)

Chevron (Distal Metatarsal) Osteotomy

Indications: Mild to moderate deformity with IMA under 13 degrees, congruent joint.

Advantages: Inherently stable (V-shape), minimal shortening, fast recovery.

Surgical Steps

Step 1Positioning and Preparation

Position: Supine, thigh tourniquet. Draping: Lower leg free, ankle block or GA.

Step 2Medial Incision

Incision: 4-5cm longitudinal incision over medial MTP joint, centered on metatarsal head. Dissection: Deepen to capsule, identify and protect medial dorsal cutaneous nerve (runs just dorsal to incision).

Step 3Capsulotomy

Capsule: Longitudinal capsulotomy preserving dorsal and plantar flaps. Expose: Metatarsal head and medial eminence. Measure: Depth of osteotomy (aim for 60-70° V-shape).

Step 4Medial Eminence Resection

Resect: Medial prominence with sagittal saw, flush with medial metatarsal shaft (avoid over-resection). Smooth: Edges with rongeur.

Step 5Chevron Osteotomy

Apex: Place apex at center of metatarsal head (plantar view). Arms: 60-70° V-shape, equal dorsal and plantar arms. Cut: Complete osteotomy with sagittal saw, irrigate to prevent thermal necrosis.

Step 6Lateral Translation

Translate: Distal fragment laterally 3-5mm (aim for IMA under 9 degrees). Avoid: Excessive translation (risk of metatarsal head fracture). Check: Sesamoid reduction under fluoroscopy.

Step 7Fixation

K-wire: Temporary fixation with 1.6mm K-wire from medial eminence into metatarsal shaft. Screw: 2.0-2.7mm cannulated or solid screw, perpendicular to osteotomy. Check: Stability, no rotation.

Step 8Lateral Release (if needed)

If incongruent: Separate 1cm incision in first web space. Tenotomy: Adductor hallucis tendon (identified by pulling hallux medially). Release: Lateral capsule with beaver blade. Confirm: Hallux reduces to neutral.

Step 9Closure

Capsule: Close medial capsule with 2-0 absorbable suture (slight plication to tighten). Skin: 3-0 nylon interrupted or subcuticular. Dressing: Soft bandage, toe in neutral alignment.

Chevron Stability

Why chevron is stable: The V-shape creates inherent interlocking stability. Translation should be limited to 50% of metatarsal width (3-5mm) to prevent fracture. Over-translation risks AVN and metatarsal head fracture.

This technique is ideal for mild to moderate deformity with good bone quality.

Scarf (Mid-Shaft Metatarsal) Osteotomy

Indications: Moderate to severe deformity with IMA 13-20 degrees, versatile for most cases.

Advantages: Corrects HVA and IMA, stable fixation, allows length adjustment.

Advantages: Corrects HVA and IMA, stable fixation, allows length adjustment.

Surgical Steps

Step 1Positioning

Position: Supine, thigh tourniquet. Preparation: Standard sterile prep and drape.

Step 2Medial Incision

Incision: 6-7cm longitudinal incision over medial first metatarsal, from base to MTP joint. Preserve: Medial dorsal cutaneous nerve (identify and retract).

Step 3Capsulotomy and Exposure

Capsule: Longitudinal incision preserving flaps. Expose: Entire first metatarsal shaft from base to head. Mark: Planned osteotomy with methylene blue.

Step 4Scarf Osteotomy Cuts

Horizontal limb: Longitudinal cut in sagittal plane from proximal metaphysis to distal metaphysis (avoid TMT and MTP joints). Proximal vertical limb: Perpendicular cut at proximal end. Distal vertical limb: Perpendicular cut at distal end. Result: Z-shaped osteotomy with 3 cuts.

Step 5Fragment Translation

Translate: Distal (plantar) fragment laterally to correct IMA (typically 5-8mm). Length: Can shorten or lengthen by translating anteriorly or posteriorly. Rotation: Correct any pronation by plantar rotation. Check: Fluoroscopy to confirm alignment, sesamoid reduction.

Step 6Fixation

Screws: Two 2.7-3.5mm cortical or cannulated screws, perpendicular to osteotomy. Position: One proximal, one distal to osteotomy. Compress: Lag screw technique if possible. Stability: No motion at osteotomy site.

Step 7Medial Eminence Resection

Resect: Medial prominence with sagittal saw after osteotomy (prevents over-resection). Smooth: Sharp edges.

Step 8Lateral Release

If needed: Adductor tenotomy and lateral capsule release via separate incision (see Chevron technique).

Step 9Closure

Capsule: Close with slight medial plication. Skin: 3-0 nylon. Dressing: Soft bandage, hallux in neutral.

Troughing Risk with Scarf

Troughing = plantar cortex fracture during saw cuts, causing instability. Prevention: Plantar cortex must remain intact. Use oscillating saw carefully, check cortex before completing cuts. If troughing occurs, add plantar screw or change to Lapidus.

This technique is the most versatile for moderate to severe deformity.

Lapidus (First TMT Arthrodesis)

Indications: Severe deformity (IMA over 20 degrees), first TMT hypermobility, recurrent deformity, TMT arthritis.

Advantages: Addresses instability at source, no recurrence, powerful IMA correction.

Surgical Steps

Step 1Positioning

Position: Supine, thigh tourniquet. Imaging: C-arm positioned for AP and lateral foot views.

Step 2Medial Incision

Incision: 5-6cm longitudinal incision over first TMT joint (between base of first metatarsal and medial cuneiform). Identify: Extensor hallucis longus tendon (retract dorsally).

Step 3Joint Exposure

Capsule: Incise and elevate dorsally and plantarly to expose TMT joint. Preserve: Dorsal and plantar ligaments to second metatarsal (prevent instability). Mark: Joint line with K-wire under fluoroscopy.

Step 4Joint Preparation

Denude: Remove cartilage from metatarsal base and cuneiform with curved osteotomes or rongeur. Subchondral bone: Preserve but create raw bleeding bone surface. Fenestrate: Drill multiple 1.5mm holes to promote fusion.

Step 5Reduction and Alignment

Correct: IMA by adducting first metatarsal (aim for IMA under 9 degrees). Length: Maintain length (avoid shortening). Rotation: Plantarflex slightly to match second metatarsal (prevent metatarsus elevatus). Check: Fluoroscopy AP and lateral.

Step 6Fixation

Plate: Medial locking plate spanning TMT joint (low-profile, 4-6 holes). Screws: 3.5mm cortical or locking screws, 2-3 in metatarsal, 2-3 in cuneiform. Alternative: Crossed lag screws (2.7-3.5mm) if good bone quality. Stability: Compression at fusion site, no motion.

Step 7Lateral Release and Eminence Resection

If needed: Adductor tenotomy via separate incision. Eminence: Resect medial prominence of metatarsal base if prominent.

Step 8Closure

Capsule: Close over plate. Skin: 3-0 nylon. Splint: Below-knee splint or boot with toe in neutral.

Lapidus Nonunion Risk

Nonunion rate: 5-10% (higher than other osteotomies because it is a fusion). Risk factors: Smoking, poor bone quality, inadequate fixation, non-compliance with weight-bearing restrictions. Management: Prolonged immobilization, bone graft, revision fixation if symptomatic.

This procedure is definitive for severe deformity and addresses hypermobility.

First MTP Joint Arthrodesis

Indications: Severe MTP arthritis (hallux rigidus with valgus), failed previous surgery, severe deformity in low-demand elderly, neuromuscular disease.

Position: 10-15 degrees valgus, 15-20 degrees dorsiflexion relative to floor (allows toe clearance in swing phase).

Surgical Steps

Step 1Positioning

Position: Supine, thigh tourniquet. Prep: Standard foot prep and drape.

Step 2Dorsomedial Incision

Incision: 5cm dorsomedial over MTP joint. Protect: Dorsomedial cutaneous nerve (runs parallel). Expose: MTP joint capsule.

Step 3Joint Resection

Remove: Cartilage from metatarsal head and proximal phalanx base with sagittal saw (perpendicular cuts). Bone: Create flat, congruent surfaces. Fenestrate: Subchondral bone with 1.5mm drill.

Step 4Alignment

Position: Hallux in 10-15 degrees valgus (align with second toe), 15-20 degrees dorsiflexion (1cm above floor when standing). Rotation: Neutral (toenail points up). Check: Clinically and with fluoroscopy.

Step 5Fixation

Plate: Dorsal contoured locking plate (6-8 holes) spanning MTP joint. Screws: 2.7-3.5mm locking screws. Alternative: Crossed lag screws (less rigid, higher nonunion risk). Compression: Ensure apposition at fusion site.

Step 6Closure

Capsule: Close over plate. Skin: 3-0 nylon. Splint: Below-knee splint or boot.

MTP Fusion Position Critical

Malpositioning is the most common cause of patient dissatisfaction. Too much dorsiflexion: stubbing toe. Too little: difficulty with push-off. Too much valgus: crowding second toe. Too little: lateral foot pressure. Aim for 15 degrees dorsiflexion, 10 degrees valgus.

This procedure eliminates pain but sacrifices MTP motion.

Complications

ComplicationIncidenceRisk FactorsManagement
Recurrence5-15% at 5 yearsUndercorrection of IMA, hypermobility, obesityRevision with proximal osteotomy or Lapidus
Transfer metatarsalgia5-30%First ray shortening over 3mm, excessive dorsiflexionOffloading orthoses, lesser metatarsal osteotomy if severe
Hallux varus (overcorrection)2-10%Excessive lateral release, over-translation of osteotomyObservation if mild, tendon transfer or fusion if severe
AVN of metatarsal head1-3% (chevron)Excessive soft tissue stripping, thermal necrosisObservation (may revascularize), arthroplasty or fusion if collapse
Nonunion5-10% (Lapidus)Smoking, poor fixation, non-complianceBone graft, revision fixation if symptomatic
Nerve injury (medial dorsal cutaneous)10-20% (numbness)Iatrogenic during incision or retractionUsually resolves (neuropraxia), neuroma excision if persistent
Stiffness (hallux rigidus)5-15%Aggressive rehabilitation, MTP arthritisPhysiotherapy, intra-articular injection, fusion if disabling

Recurrence Prevention

Key principles to avoid recurrence:

  1. Correct IMA to under 9 degrees (most important factor)
  2. Assess and address TMT hypermobility (Lapidus if hypermobile)
  3. Lateral soft tissue release if incongruent joint
  4. Avoid under-correction (better to slightly overcorrect than undercorrect)
  5. Patient compliance with postoperative immobilization and weight-bearing restrictions

Postoperative Care and Rehabilitation

Rehabilitation Timeline

Immediate PostopDay 0-2 Weeks

Dressing: Soft bandage, change at 2 weeks. Weight-bearing: Heel weight-bearing in postoperative shoe (stiff-soled). Elevation: Keep foot elevated above heart to reduce swelling. Ice: 20 minutes every 2 hours. DVT prophylaxis: Aspirin 100mg daily or LMWH if high risk.

Early Healing2-6 Weeks

Wound: Sutures removed at 2 weeks. Weight-bearing: Progress to full weight-bearing in postoperative shoe. ROM: Gentle passive MTP dorsiflexion exercises (avoid forceful). Radiographs: At 6 weeks to assess healing. Footwear: Transition to wide, soft shoes at 6 weeks.

Progressive Mobilization6-12 Weeks

Activity: Gradual increase in walking distance. Physiotherapy: Active ROM, strengthening (intrinsic muscles). Footwear: Regular shoes with wide toe box. Return to work: Sedentary at 6 weeks, standing/walking at 8-12 weeks.

Return to Full Activity3-6 Months

Sports: Return to impact sports at 3-4 months (running, jumping). Swelling: May persist for 6-12 months (normal). Outcome: Most patients (80-90%) satisfied at 6 months.

This protocol applies to distal and mid-shaft osteotomies.

Rehabilitation Timeline

Immobilization Phase0-6 Weeks

Immobilization: Below-knee cast or boot. Weight-bearing: Non-weight-bearing for 6 weeks (use crutches or knee walker). Radiographs: At 2 and 6 weeks to assess fusion. DVT prophylaxis: LMWH for 6 weeks (high risk due to immobilization).

Progressive Weight-Bearing6-12 Weeks

Radiographs: At 6 weeks - if bridging bone visible, progress to partial weight-bearing in boot. Weight-bearing: Increase by 25% every 2 weeks if pain-free. Full weight-bearing: By 10-12 weeks if healed. Crutches: Wean as tolerated.

Return to Activity12 Weeks Onwards

Radiographs: Confirm fusion (bridging bone on 3 cortices). Footwear: Transition to regular shoes. Activity: Return to low-impact activities at 12 weeks, high-impact at 16 weeks. Outcome: Fusion rate 90-95% at 12 weeks.

Lapidus Nonunion Management

If nonunion suspected: Pain, persistent motion at TMT joint, no bridging bone at 12 weeks. Workup: CT scan to confirm. Management: If asymptomatic, observe. If symptomatic, revision with bone graft (autograft from calcaneus or iliac crest) and revision fixation.

This protocol is more conservative due to fusion requirements.

Rehabilitation Timeline

Immobilization0-6 Weeks

Immobilization: Below-knee cast or boot. Weight-bearing: Heel weight-bearing (avoid push-off). Radiographs: At 2 and 6 weeks.

Progressive Loading6-12 Weeks

Weight-bearing: Full weight-bearing in boot if fusion progressing. ROM: No specific exercises (fusion eliminates motion). Radiographs: At 12 weeks to confirm fusion.

Return to Activity12 Weeks Onwards

Footwear: Regular shoes with rocker sole to assist roll-over. Activity: Return to sports at 12-16 weeks. Outcome: Fusion rate over 95%, satisfaction 85-90%.

MTP fusion has predictable healing but requires gait adaptation.

Outcomes and Prognosis

Predictors of Poor Outcome

Factors Associated with Dissatisfaction

Poor outcomes associated with:

  • Unrealistic expectations (cosmetic surgery mentality)
  • Undercorrection of IMA (leads to recurrence)
  • Overcorrection (hallux varus, transfer metatarsalgia)
  • Pre-existing lesser toe deformity (not addressed at surgery)
  • Poor bone quality (osteoporosis, metabolic bone disease)
  • Smoking (nonunion, wound complications)

Procedure-Specific Outcomes

ProcedureSatisfactionRecurrenceKey Outcome Measure
Chevron85-90%5-10% at 5 yearsAOFAS score improvement 30-40 points
Scarf85-95%5-15% at 5 yearsGreater IMA correction than chevron
Lapidus80-90%Under 5% (lowest recurrence)Fusion rate 90-95%, longer recovery
MTP fusion85-90%No recurrenceLoss of MTP motion but pain-free

Evidence Base and Key Trials

Cochrane Review: Surgical Interventions for Hallux Valgus

1
Ferrari J, et al. • Cochrane Database Syst Rev (2021)
Key Findings:
  • Review of 28 RCTs comparing over 150 surgical techniques
  • No single technique superior in all outcomes
  • Chevron vs scarf: similar outcomes but scarf better for larger IMA
  • Lapidus lowest recurrence but longer recovery time
  • Patient satisfaction similar across techniques (85-90%)
Clinical Implication: Choose procedure based on deformity severity (IMA), joint congruity, and TMT stability rather than surgeon preference alone.
Limitation: Heterogeneity of outcome measures and surgical techniques limits direct comparison.

Scarf vs Chevron for Moderate Hallux Valgus: RCT

1
Bock P, et al. • J Bone Joint Surg Am (2015)
Key Findings:
  • RCT of 50 patients with moderate hallux valgus (IMA 13-20 degrees)
  • Scarf: better IMA correction (mean 7 degrees vs 4 degrees)
  • No difference in patient satisfaction or AOFAS scores at 2 years
  • Scarf: longer operative time (15 minutes) but similar complications
Clinical Implication: Scarf osteotomy provides superior radiographic correction for moderate deformity but patient-reported outcomes similar to chevron.
Limitation: Short follow-up (2 years), small sample size.

Lapidus Procedure: Systematic Review of Nonunion Rates

3
Bowers MA, et al. • Foot Ankle Spec (2020)
Key Findings:
  • Pooled nonunion rate 5.1% (range 0-20%)
  • Plantar plate fixation associated with lower nonunion (3%)
  • Smoking increased nonunion risk (OR 2.8)
  • Patient satisfaction 85-92% despite nonunion risk
Clinical Implication: Lapidus has acceptable nonunion risk with modern fixation. Consider plantar plating in high-risk patients.
Limitation: Heterogeneity in fixation techniques and nonunion definitions.

Transfer Metatarsalgia After Hallux Valgus Correction

3
Chong A, et al. • Foot Ankle Int (2017)
Key Findings:
  • Retrospective review of 312 patients
  • Transfer metatarsalgia incidence 18% at 5 years
  • Risk factors: first ray shortening over 3mm, excessive dorsiflexion
  • Symptomatic transfer metatarsalgia required surgery in 5% of cases
Clinical Implication: Avoid excessive shortening or dorsiflexion of first metatarsal. Aim to maintain or slightly lengthen first ray.
Limitation: Retrospective design, variable surgical techniques.

Long-Term Outcomes of Chevron Osteotomy: 10-Year Follow-Up

3
Schneider W, Knahr K • J Bone Joint Surg Br (2012)
Key Findings:
  • Prospective cohort of 50 patients followed for 10 years
  • AOFAS score improvement maintained (88 at 10 years)
  • Recurrence rate 12% (defined as HVA over 15 degrees)
  • Patient satisfaction 84% at 10 years
Clinical Implication: Chevron osteotomy provides durable long-term outcomes for mild to moderate deformity.
Limitation: Single-surgeon series, selection bias (mild-moderate deformity only).

Exam Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOStandard

Scenario 1: Initial Assessment and Osteotomy Selection

EXAMINER

"A 45-year-old woman presents with painful bunion for 5 years, worsening over the past year. She has tried wide shoes and orthotics without relief. On examination, there is a prominent medial bunion, hallux deviates laterally, and the second toe overlaps slightly. Weight-bearing AP radiograph shows HVA 30 degrees, IMA 16 degrees, DMAA 12 degrees. The MTP joint is incongruent with subluxation. What is your assessment and management?"

EXCEPTIONAL ANSWER
This is a moderate hallux valgus deformity with incongruent MTP joint. I would take a systematic approach: First, confirm conservative measures have been exhausted (minimum 3-6 months of appropriate footwear and orthotics). Second, assess for contraindications (peripheral vascular disease, neuropathy, inflammatory arthritis). Third, review radiographs: HVA 30 degrees (moderate), IMA 16 degrees (moderate), incongruent joint indicates lateral soft tissue contracture. Based on IMA of 16 degrees, I would recommend scarf osteotomy with lateral soft tissue release (adductor tenotomy and lateral capsule release). The scarf provides versatile correction of both HVA and IMA. I would counsel about risks: recurrence (5-15%), transfer metatarsalgia (10-20%), nerve injury (numbness in 10%), stiffness, and infection. Expected recovery is 6 weeks in postoperative shoe, return to regular shoes at 6 weeks, and full activity by 3 months. Satisfaction rate is 85-90%.
KEY POINTS TO SCORE
Identify moderate deformity requiring scarf osteotomy (IMA 13-20 degrees)
Recognize incongruent joint requiring lateral release
Systematic approach: conservative failure, radiographic assessment, procedure selection
Counsel about realistic outcomes and complications
COMMON TRAPS
✗Choosing chevron (insufficient for IMA 16 degrees)
✗Missing need for lateral release (will recur without it)
✗Not confirming conservative treatment failure first
LIKELY FOLLOW-UPS
"Why scarf and not chevron for this patient?"
"What is the technique for lateral release?"
"What would you do if IMA was 22 degrees instead?"
VIVA SCENARIOChallenging

Scenario 2: Surgical Technique Deep Dive

EXAMINER

"Walk me through the scarf osteotomy technique. A 50-year-old patient with moderate hallux valgus (HVA 28 degrees, IMA 15 degrees, incongruent joint). Describe your surgical approach, key steps, fixation, and how you avoid complications."

EXCEPTIONAL ANSWER
For this moderate deformity I would perform a scarf osteotomy with lateral release. Patient positioning is supine with thigh tourniquet. My incision is 6-7cm longitudinal over the medial first metatarsal, from base to MTP joint. I identify and protect the medial dorsal cutaneous nerve which runs just dorsal to the incision. Key steps: First, longitudinal capsulotomy preserving dorsal and plantar flaps. Second, expose the entire first metatarsal shaft. Third, the scarf osteotomy consists of three cuts forming a Z-shape: horizontal cut in sagittal plane from proximal to distal metaphysis (avoiding TMT and MTP joints), then perpendicular cuts at proximal and distal ends. Fourth, I translate the distal (plantar) fragment laterally 5-7mm to correct the IMA to under 9 degrees. I check fluoroscopy for sesamoid reduction and alignment. Fifth, fixation with two 2.7-3.5mm cortical screws perpendicular to the osteotomy, one proximal and one distal. Sixth, resect the medial eminence flush with the shaft. Seventh, perform lateral release via separate 1cm incision in first web space: adductor hallucis tenotomy (identified by pulling hallux medially) and lateral capsule release. Finally, close medial capsule with slight plication, close skin with 3-0 nylon. Complications avoided by: preserving periosteum to prevent AVN, avoiding plantar cortex fracture (troughing) during osteotomy, protecting medial nerve, and ensuring adequate lateral release to prevent recurrence.
KEY POINTS TO SCORE
Complete surgical approach with landmarks and nerve protection
Three-cut scarf osteotomy technique avoiding joints
Lateral translation magnitude (5-7mm for IMA 15 degrees)
Fixation principles (two screws perpendicular to osteotomy)
Lateral release technique and rationale
COMMON TRAPS
✗Incomplete description of scarf cuts (forgetting vertical limbs)
✗Not mentioning nerve protection
✗Missing lateral release for incongruent joint
✗Not explaining how to avoid troughing
LIKELY FOLLOW-UPS
"What is troughing and how do you prevent it?"
"What if the patient had IMA 22 degrees instead?"
"How do you identify the adductor hallucis tendon?"
VIVA SCENARIOCritical

Scenario 3: Complication Management

EXAMINER

"A 52-year-old woman had scarf osteotomy 3 months ago. She now complains of worsening pain under the second and third metatarsal heads that she did not have preoperatively. She can barely walk. On examination, there are tender calluses under the second and third metatarsal heads. Radiographs show well-healed scarf osteotomy, but the first metatarsal appears shorter than the second by 5mm. How do you manage this?"

EXCEPTIONAL ANSWER
This presentation is concerning for transfer metatarsalgia secondary to first ray shortening and elevation. My immediate management: First, examine for other causes (stress fracture, plantar plate tear). Second, obtain comparative radiographs (preoperative vs current) to measure first metatarsal shortening and assess for dorsiflexion malunion. Third, assess footwear and provide temporary relief with metatarsal pad placed proximal to second and third metatarsal heads to offload. The differential includes transfer metatarsalgia from excessive shortening (over 3mm is symptomatic), first ray elevation, or pre-existing lesser metatarsal pathology unmasked by surgery. Treatment depends on severity: If mild (symptoms under 3 months), conservative with metatarsal pads, rocker-sole shoes, and activity modification for 6-12 months. If severe (disabling pain over 6 months despite conservative measures), surgical options include first metatarsal lengthening osteotomy with bone graft or lesser metatarsal shortening osteotomies (Weil). Prevention strategies include avoiding excessive shortening during scarf (maintain length or lengthen), ensuring first metatarsal is equal to or slightly longer than second on lateral radiograph, and avoiding excessive dorsiflexion. I would counsel the patient that conservative measures work in 70% of cases within 6-12 months, but if persistent, revision surgery may be needed.
KEY POINTS TO SCORE
Recognize transfer metatarsalgia from iatrogenic first ray shortening
Systematic assessment: examination, comparative radiographs, differential diagnosis
Conservative management first (metatarsal pads, modified shoes)
Surgical options if conservative fails (lengthening vs Weil osteotomies)
Prevention strategies to avoid this complication
COMMON TRAPS
✗Jumping to surgery without 6-12 months of conservative treatment
✗Missing need for comparative radiographs to measure shortening
✗Not explaining prevention (will be asked: how could this have been avoided?)
LIKELY FOLLOW-UPS
"How much shortening is acceptable in scarf osteotomy?"
"What is a Weil osteotomy and how does it work?"
"How would you counsel this patient now about surgical revision?"

MCQ Practice Points

Anatomy Question

Q: What is the primary blood supply to the first metatarsal head? A: The dorsal metatarsal artery (branch of dorsalis pedis) and plantar metatarsal artery. Risk of AVN with extensive soft tissue stripping, especially combined dorsal and plantar dissection.

Classification Question

Q: What is the normal intermetatarsal angle (IMA) and what threshold typically requires proximal osteotomy? A: Normal IMA is under 9 degrees. IMA over 13 degrees typically requires proximal or scarf osteotomy rather than distal chevron. IMA over 20 degrees often requires Lapidus procedure.

Treatment Question

Q: What is the primary indication for Lapidus procedure over standard osteotomy? A: First TMT hypermobility (over 10mm of dorsoplantar motion). Lapidus arthrodesis addresses the instability at source and prevents recurrence. Also indicated for severe deformity (IMA over 20 degrees) or TMT arthritis.

Complication Question

Q: What is the most common cause of hallux valgus recurrence after osteotomy? A: Undercorrection of the intermetatarsal angle (IMA). Must correct IMA to under 9 degrees. Other causes: first TMT hypermobility not addressed, inadequate lateral release, poor fixation, patient non-compliance.

Evidence Question

Q: What is the nonunion rate for Lapidus procedure and how can it be reduced? A: Nonunion rate is 5-10% with modern fixation. Risk reduced by: smoking cessation, plantar plate fixation (lower nonunion than crossed screws alone), adequate compression at fusion site, bone grafting if poor quality bone.

Surgical Technique Question

Q: What is troughing in scarf osteotomy and how is it prevented? A: Troughing is fracture of the plantar cortex during the horizontal saw cut, causing instability. Prevention: Use oscillating saw carefully, ensure plantar cortex remains intact, check before completing cuts. If occurs, add plantar screw or convert to different procedure.

Australian Context and Medicolegal Considerations

Australian Practice Patterns

  • Scarf osteotomy most common (40-50% of cases) in Australian practice
  • Chevron used for mild-moderate (30-35%)
  • Lapidus increasing in use (15-20%) for severe/hypermobile cases
  • MTP fusion reserved for arthritis or salvage (under 5%)

Health System Considerations

  • Public waiting lists: 6-12 months for elective hallux valgus surgery
  • Complications: Must be discussed and documented for informed consent
  • Return to work: Sedentary 6 weeks, manual 8-12 weeks (workers compensation considerations)

Medicolegal Considerations

Key documentation requirements:

  • Conservative treatment failure documented (minimum 3-6 months)
  • Realistic expectations discussed and documented (not cosmetic surgery)
  • Specific complications disclosed: recurrence (5-15%), transfer metatarsalgia (10-30%), nerve injury, stiffness, AVN, nonunion (Lapidus)
  • Smoking status documented (affects healing and nonunion risk)
  • Footwear expectations discussed (may need wide shoes lifelong)

Common litigation issues:

  • Undisclosed risk of recurrence or transfer metatarsalgia
  • Unrealistic expectations (patient expected perfect cosmetic result)
  • Inappropriate procedure selection (chevron for large IMA)
  • Poor postoperative care (infection, wound complications)

Australian Guidelines

ACSQHC (Australian Commission on Safety and Quality in Health Care):

  • Surgical site infection rate target: Under 2% (clean orthopaedic surgery)
  • VTE prophylaxis: Aspirin 100mg daily for 6 weeks (Lapidus) or mechanical prophylaxis (chevron/scarf)
  • Antibiotic prophylaxis: Single dose cefazolin 2g IV at induction

Hallux Valgus

High-Yield Exam Summary

Key Measurements

  • •Normal HVA under 15°, IMA under 9°, DMAA under 10°
  • •Mild: HVA 15-25°, Moderate: 25-40°, Severe: over 40°
  • •IMA under 13° = chevron; 13-20° = scarf; over 20° = Lapidus
  • •Sesamoid grade 1-4 (4 = complete lateral subluxation)

Osteotomy Selection

  • •Chevron: IMA under 13°, congruent joint, inherently stable
  • •Scarf: IMA 13-20°, most versatile, corrects HVA and IMA
  • •Lapidus: IMA over 20°, TMT hypermobility, recurrence, arthritis
  • •MTP fusion: Severe MTP arthritis, salvage, neuromuscular

Surgical Pearls

  • •Protect medial dorsal cutaneous nerve (dorsal to incision)
  • •Lateral release for incongruent joint (adductor tenotomy, capsule)
  • •Scarf: avoid troughing (plantar cortex fracture), use two screws
  • •Lapidus: 6 weeks non-weight-bearing, fusion rate 90-95%
  • •First ray length critical: avoid shortening over 3mm (transfer metatarsalgia)

Complications

  • •Recurrence 5-15%: undercorrection of IMA, hypermobility
  • •Transfer metatarsalgia 10-30%: first ray shortening, elevation
  • •AVN 1-3% (chevron): excessive soft tissue stripping
  • •Nonunion 5-10% (Lapidus): smoking, poor fixation
  • •Nerve injury 10-20%: medial dorsal cutaneous (numbness)

Postoperative Care

  • •Chevron/Scarf: heel weight-bearing postop shoe, 6 weeks
  • •Lapidus: non-weight-bearing 6 weeks, boot for 12 weeks
  • •Return to regular shoes at 6-12 weeks
  • •Sports at 3-4 months (osteotomy), 4-6 months (Lapidus)
Quick Stats
Reading Time136 min
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