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Nerve Transfers

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Nerve Transfers

Principles and common techniques for Nerve Transfer (Neurotization) in peripheral nerve and brachial plexus surgery.

complete
Updated: 2025-12-20
High Yield Overview

NERVE TRANSFERS

Robbing Peter to Pay Paul

DistalTarget
SynergyDonor
TimeCritical
NoGrafts

Transfer Types

Intra-plexus
PatternUsing functioning roots/trunks within the plexus (e.g. Medial Pectoral to Musculocutaneous).
Treatment
Extra-plexus
PatternUsing nerves outside the plexus (e.g. Intercostal, Spinal Accessory).
Treatment
Distal
PatternTargeting nerve branches close to the muscle (e.g. Oberlin).
Treatment

Critical Must-Knows

  • Converts a high-level injury (long regeneration time) to a low-level injury (short time).
  • Requires a viable motor end plate (must be done generally within 12 months).
  • Donor nerve must be expendable or redundant.
  • Donor and Recipient must be synergistic for easier retraining (e.g., wrist flexor to finger extensor).

Examiner's Pearls

  • "
    Oberlin Transfer restores Elbow Flexion (Ulnar fascicle to Biceps).
  • "
    Somsak Transfer restores Triceps (Intercostal to Radial).
  • "
    AIN to Ulnar reduces the risk of Claw Hand in high unar palsy.

The Clock is Ticking

Time is Muscle

12-18 Months After this, motor end plates degenerate irreversibly. Nerve transfers must be performing BEFORE this window closes.

Distance Matters

Regeneration Rate 1mm/day. If the injury is 30cm from the muscle, it takes ~300 days to reach. Transferring distally cuts this distance to under 5cm (50 days).

FeatureNerve GraftNerve Transfer
SourceSural (Sensory only)Expendable Motor Branch
CoaptationTwo (Proximal & Distal)One (Distal)
DistanceLong (entire length)Short (close to target)
OutcomeGood for sensation, variable for motorExcellent for specific motor targets
Donor MorbidityNumbnessWeakness (minor)
Mnemonic

PERFECTFeatures of Ideal Donor

P
Powerful
High axon count (MCA greater than 1000).
E
Expendable
Loss is acceptable.
R
Reach
Long enough to reach target.
F
Function
Synergistic function.
E
Excursion
Independent excursion.
C
Caliber
Size match.
T
Timing
Available early.

Memory Hook:The Perfect Donor.

Mnemonic

SAMSDonor Nerves

S
Sural
Standard for long gaps.
A
AIN
Anterior Interosseous (Motor donor).
M
MABC
Medial Antebrachial Cutaneous.
S
Saphenous
Alternative lower limb donor.

Memory Hook:SAMS nerves.

Mnemonic

TIMEIndications for Transfer

T
Time
Greater than 12 months since injury.
I
Impossible
Impossible repair (Avulsion).
M
Motor
Motor end plate protection.
E
Enhance
Enhance function (Baby-sit).

Memory Hook:When to transfer.

Overview

Definition

Nerve Transfer (Neurotization): The surgical coaptation of a healthy, expendable donor nerve (proximal to the injury) to a denervated recipient nerve (distal to the injury) to restore function.

It has revolutionized the management of Brachial Plexus Injuries (BPI) and high peripheral nerve injuries.

Pathophysiology and Mechanisms

Shoulder Reanimation (Suprascapular Nerve)

  • Target: Supraspinatus / Infraspinatus (Abduction/ER).
  • Donor: Spinal Accessory Nerve (CN XI).
  • Technique: Posterior approach. CN XI is distal to Trapezius innervation.

Accessory to Suprascapular is the "Workhorse" of shoulder reanimation.

Elbow Flexion (Musculocutaneous)

  • Target: Biceps / Brachialis.
  • Donor: Ulnar (FCU fascicle) to Biceps (Oberlin).
  • Donor: Median (FCR fascicle) to Brachialis (Mackinnon).

Double fascicular transfer yields the best results.

Hand Function

  • Target: Ulnar Motor Branch (Intrinsics).
  • Donor: Anterior Interosseous Nerve (AIN - PQ branch).
  • Result: Prevents clawing, restores power pinch.

AIN to Ulnar is a standard for high ulnar nerve injuries.

Classification

Intra-plexus Transfers

  • Source: Roots or Trunks adjacent to the injury.
  • Example: C5 rupture, C6 avulsion to Use C5 stump (if available) or Medial Pectoral Nerve.
  • Pros: Same limb integration.

Requires exploring the supraclavicular plexus (danger zone).

Extra-plexus Transfers

  • Source: Nerves outside the brachial plexus.
  • Examples:
    • Intercostal Nerves (3rd-6th): For elbow flexion or shoulder.
    • Spinal Accessory (XI): For shoulder (SSN).
    • Phrenic Nerve: Sometimes used (risk of hemidiaphragm paralysis).
    • Contralateral C7: Used in total plexus avulsion (crossing the neck).

Contralateral C7 transfers require a vascularized nerve graft (usually Ulnar) to reach.

Clinical Assessment

Pre-operative Planning

  • Power: Donor muscle must be at least MRC Grade 4 (preferably 5).
  • Expendability: Ensure taking the donor won't cause unacceptable deficit (e.g. existing weakness in other muscles).
  • Synergy: Check if patient can activate the donor easily.

Examination

  • Deltoid/RC: Assess for Axillary/SSN targets.
  • Biceps: Assess for MC target.
  • Hand: Assess intrinsics.

Investigations

EMG / NCS

  • Role: Confirm donor viability.
  • Signs: Motor Unit Potentials (MUPs) in donor muscle confirm healthy axons.
  • Denervation: Fibs/Sharps in recipient muscle confirm need for target.

Crucial to verify the "Expendable" donor is actually working properly.

MRI Plexus

  • Role: Define the anatomy of the injury (Avulsion vs Rupture).
  • Root Avulsion: Pseudomeningocele indicates root is pulled from cord (Extra-plexus transfer required).

Myelography (CT Myelo) is the gold standard but MRI is less invasive.

Treatment

📊 Management Algorithm
Management algorithm for Nerve Transfers
Click to expand
Management algorithm for Nerve TransfersCredit: OrthoVellum

Diagnosis (Day 0-3 weeks)

  • Confirm injury level.
  • Rule out penetrating trauma (explore early).
  • Closed injury: Wait and watch?

Mechanism is key: High velocity traction usually means avulsion.

Decision (3-6 Months)

  • If no recovery signs (EMG/Clinical) by 3-6 months: SURGERY.
  • AIN to Ulnar Motor Branch at the wrist.
  • This provides motor input to the intrinsics within weeks/months, preventing clawing.
  • I would also perform a sensory transfer (LABC to Ulnar sensory) if possible.

Regeneration from axilla to hand is greater than 60cm.

Execution (Surgery)

  • Erb's Palsy (C5/6): Reanimate Shoulder (XI to SSN) and Elbow (Oberlin).
  • Total Palsy (C5-T1): Prioritize Elbow Flexion (Intercostal to MC) and Shoulder stability.

Function priority hierarchy: Elbow Flexion > Shoulder Stability > Hand Sensation > Hand Intrinsics.

Surgical Technique

Oberlin Transfer (Ulnar to Biceps)

  • Approach: Medial arm.
  • Identifcation: Musculocutaneous nerve (MCN) to Biceps. Ulnar nerve nearby.
  • Stimulation: Identify a fascicle in Ulnar nerve that supplies FCU (expendable-ish redundancy).
  • Transfer: Cut FCU fascicle distally, Cut MCN proximally. Coapt tension-free.

Result: Flex elbow by thinking "Flex Wrist".

Somsak (Intercostal to Radial/MC)

  • Approach: Chest wall / Axilla.
  • Harvest: Intercostal nerves 3, 4, 5.
  • Transfer: Direct coaptation to MCN or Radial (Triceps).
  • Rehab: Flex elbow by thinking "Breathe In/Cough".

This activates the intercostal nerve which now drives the biceps.

AIN to Ulnar Motor

  • Approach: Distal forearm.
  • Donor: Terminal AIN (Pronator Quadratus branch).
  • Recipient: Deep Motor Branch of Ulnar Nerve.
  • Setup: End-to-end coaptation.

Result: Prevent clawing, improved pinch.

Specific Transfers Details

Spinal Accessory to Suprascapular:

  • Dorsal approach.
  • Locate XI.
  • Locate SSN in suprascapular notch (release ligament).
  • Direct repair.

Radial to Axillary:

  • Posterior/Axillary approach.
  • Long Head Triceps branch (Radial) to Anterior division of Axillary nerve (Deltoid).
  • Restores abduction.

Intercostal to Musculocutaneous:

  • Use 3rd, 4th, 5th intercostals.
  • Motor branch is the lower one in the rib space.
  • Requires nerve graft usually (or direct if dissected far anteriorly).

Contralateral C7:

  • For total plexus avulsion.
  • The entire C7 root from the healthy side is cut.
  • Routed across the neck (retropharyngeal or subcutaneous).
  • Bridged with vascularized Ulnar nerve graft.
  • Connect to Median nerve for wrist/finger flexion.

Complications

Key Complications

Donor Morbidity: Weakness in donor distribution (e.g. traps weakness) is usually transient or well compensated.

Failure: No reinnervation despite surgery.

Co-contraction: Difficulty isolating movement.

Sensory Loss: If using sensory transfers.

Sensory re-education is vital to overcome cortical confusion. This is a long-term commitment.

Patients must learn that activating the donor now produces the recipient action.

Therefore, motivation is a key selection criterion.

This is not a quick fix.

Transfer-Specific Complications

Oberlin Transfer:

  • FCU weakness is rarely clinically significant due to redundancy with FCR.
  • Ulnar nerve injury during fascicle identification is rare but catastrophic.

Spinal Accessory to Suprascapular:

  • Trapezius weakness may impair overhead activities.
  • Shoulder shrug weakness is usually well-tolerated.

Intercostal Transfers:

  • Chest wall pain (usually temporary).
  • Rare pneumothorax during harvest.
  • Breathing-elbow synchrony takes months to overcome.

AIN to Ulnar Motor:

  • Mild pronation weakness is usually not clinically apparent.
  • Failure to restore intrinsic function despite successful coaptation.

Pain management is essential - some patients develop chronic neuropathic pain requiring specialist input.

Postoperative Care

Week 0-3
  • Sling/Splint: Protect repair. No tension.
Week 4+
  • Donor Activation: "Breathe" for intercostals, "Flex Wrist" for Oberlin.
  • Biofeedback: Visual cues to link donor action to recipient effect.

This phase requires intense physiotherapy and patient motivation.

Year 1+
  • Brain adapts. Movement becomes natural.

Plasticity allows the patient to eventually just "Flex Elbow" without thinking "Flex Wrist".

Prognosis

  • Upper Trunk (Erb's): Good prognosis. Shoulder and Elbow usually recoverable.

    • Abduction recovery is generally 80-90% of normal ROM.
    • Elbow flexion (Oberlin) is very reliable (greater than 90% success).
  • Total Plexus: Poor prognosis. Goal is "Helper Hand" or just Elbow Flexion.

    • Hand function is unlikely to be significantly restored.
    • Pain relief is a major goal (DREZ lesions for avulsion pain).
  • Time: Earlier is better. Results degrade significantly after 6-9 months.

    • The "Goldilocks" period is 3-6 months.
    • After 12 months, free functioning muscle transfer (Gracilis) is the only option for motor recovery.
    • Tendon transfers are an alternative if local muscles are available.

    Always have a Plan B (Salavage) if the transfer fails.

    Pre-operative counselling is crucial to manage expectations.

Evidence Base

Oberlin Transfer

4
Oberlin et al. • J Hand Surg (1994)
Key Findings:
  • Described Ulnar to Biceps transfer
  • 24/30 patients achieved M3 or M4 power
  • No permanent deficit in ulnar function
Clinical Implication: Standard of care for upper trunk injury.

Double Fascicular Transfer

4
Mackinnon et al. • J Hand Surg (2005)
Key Findings:
  • Added Median to Brachialis transfer to the Oberlin
  • Superior elbow flexion strength compared to single transfer
  • Synergistic reinnervation
Clinical Implication: Double is better than single.

Nerve Transfers vs Grafts

3
Garg et al. • JBJS Am (2011)
Key Findings:
  • Systematic Review
  • Nerve transfers showed superior results for shoulder and elbow
  • Fewer complications than long grafts
Clinical Implication: Transfers are replacing grafts for proximal injuries.

Somsak Transfer

4
Leechavengvongs et al. • J Hand Surg (2003)
Key Findings:
  • Intercostal to Musculocutaneous nerve transfer
  • Restoration of elbow flexion in C5-C7 avulsion
  • Achieved M3 or better in 90% of patients
Clinical Implication: Reliable option when no plexus donors exist.

AIN to Ulnar

4
Novak and Mackinnon • J Hand Surg (2002)
Key Findings:
  • Distal AIN to Ulnar Motor branch
  • Prevents clawing and restores pinch
  • Does not compromise pronation significantly
Clinical Implication: Standard for high ulnar lesions.

Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOStandard

Scenario 1: The Erb's Palsy

EXAMINER

"A 25-year-old male motorcyclist presents with a C5/C6 avulsion injury 4 months post-accident. No recovery. Examination shows deltoid/biceps paralysis. Hand is normal."

EXCEPTIONAL ANSWER
4 months is the ideal time for intervention if no recovery. My goal is to restore Shoulder Abduction/ER and Elbow Flexion. I would perform nerve transfers: 1. Spinal Accessory (XI) to Suprascapular Nerve (for shoulder). 2. Double Fascicular Transfer (Oberlin + Mackinnon) for Elbow Flexion. 3. Possible Radial (Triceps) to Axillary for Deltoid. This avoids the scarred neck and provides distal input.
KEY POINTS TO SCORE
Timing (3-6 months)
Avulsion means no proximal stump for graft
Specific transfers for C5/6
COMMON TRAPS
✗Waiting longer than 6 months
✗Exploring the neck for avulsed roots (futile)
LIKELY FOLLOW-UPS
"Why not graft from the C5 stump?"
"If it's an avulsion, there is no C5 stump. C5 is gone."
VIVA SCENARIOStandard

Scenario 2: High Ulnar Nerve

EXAMINER

"Patient with a high ulnar nerve transection at the axilla. 6 months post-injury. Primary repair was done but prognosis is guarded."

EXCEPTIONAL ANSWER
Regeneration from axilla to hand is greater than 60cm. At 1mm/day, that's 600 days (20 months). Intrinsics will be dead. I would offer a distal nerve transfer: AIN to Ulnar Motor Branch at the wrist. This provides motor input to the intrinsics within weeks/months, preventing clawing. I would also perform a sensory transfer (LABC to Ulnar sensory) if possible.
KEY POINTS TO SCORE
Distance vs Time calculation
Baby-sitting procedure
AIN to Ulnar
COMMON TRAPS
✗Expecting the primary repair to work for intrinsics
✗Doing nothing
LIKELY FOLLOW-UPS
"What is a 'Supercharge' end-to-side transfer?"
"Putting a donor nerve into the side of a recipient to 'babysit' the muscle while the main axons grow down."
VIVA SCENARIOStandard

Scenario 3: Total Plexus Avulsion

EXAMINER

"A 22-year-old male sustained a motorcycle accident with complete C5-T1 avulsion injury. MRI shows pseudomeningoceles at all levels. He presents at 5 months with a flail arm."

EXCEPTIONAL ANSWER
This is a devastating injury with no functioning roots. My goals are prioritized: 1. Elbow flexion (essential for function), 2. Shoulder stability (prevents subluxation), 3. Hand sensation if possible. For elbow flexion, I would use Intercostal nerves (3rd-5th) to Musculocutaneous nerve (Somsak transfer). For shoulder, I would perform Spinal Accessory to Suprascapular transfer. If sensation is possible, intercostal sensory to lateral cord contribution. I would counsel extensively that hand function recovery is unlikely - goal is a 'helper hand'. Consider free functioning muscle transfer (Gracilis) if these fail. Long-term, tendon transfers may help hand positioning.
KEY POINTS TO SCORE
Prioritization hierarchy: Elbow > Shoulder > Sensation
Extra-plexus donors required (no intra-plexus options)
Realistic goal-setting with patient
COMMON TRAPS
✗Promising hand function recovery
✗Delaying surgery beyond 6-9 months
LIKELY FOLLOW-UPS
"What is the role of Contralateral C7 transfer?"
"In total avulsions, the entire C7 root from the healthy arm can be sacrificed and transferred to the injured side via a vascularized ulnar nerve graft crossing the neck. Provides sensory and some motor input to median nerve territory."

MCQ Practice Points

Anatomy

Q: Which fascicle of the Ulnar nerve is used in the Oberlin transfer? A: The fascicle supplying the Flexor Carpi Ulnaris (FCU).

Physiology

Q: What is the maximum time window for successful motor nerve transfer? A: Generally 12-18 months before motor end plate fibrosis.

Complications

Q: What is the risk of using the Phrenic nerve as a donor? A: Hemidiaphragm paralysis (Reduced Vital Capacity).

Oberlin Transfer

Q: What is the Oberlin transfer and what does it restore? A: Transfer of Ulnar FCU fascicle to Biceps motor branch. Restores elbow flexion in C5/C6 injuries.

AIN Transfer

Q: What is the purpose of AIN to Ulnar motor transfer? A: Prevents clawing and restores pinch in high ulnar nerve injuries. Reinnervates intrinsic muscles before motor end plate fibrosis.

Regeneration Rate

Q: What is the rate of nerve regeneration after repair? A: Approximately 1mm per day (1 inch per month). This determines the urgency of distal transfers for long injuries.

Australian Context

Major Brachial Plexus Centres:

  • New South Wales: Royal North Shore Hospital (Sydney) - Professor Michael Tonkin established Australia's first comprehensive brachial plexus service. Receives referrals from across NSW and interstate.
  • Victoria: The Alfred Hospital (Melbourne) - Provides comprehensive plexus reconstruction with microsurgery and hand surgery expertise.
  • Queensland: Princess Alexandra Hospital (Brisbane) - Major trauma centre with peripheral nerve capabilities.

Referral Pathways:

  • Any closed brachial plexus injury with no clinical or EMG recovery at 3 months MUST be referred urgently.
  • Penetrating injuries (knife, glass) should be explored within 72 hours if nerve injury suspected.
  • Complete flail arm warrants immediate referral regardless of mechanism.
  • The HealthPathways system facilitates rapid referral in most metropolitan areas.

WorkCover and Insurance Considerations:

  • Most adult brachial plexus injuries in Australia result from motorcycle accidents or industrial trauma.
  • WorkCover (state-based schemes) and Motor Accident schemes fund surgery, rehabilitation, and long-term support.
  • DVA provides comprehensive coverage for veteran populations.
  • Private insurance may require pre-approval for complex reconstructive procedures.
  • CTP (Compulsory Third Party) covers most motor vehicle trauma cases.

Rehabilitation Services:

  • Intensive hand therapy is essential for 12-24 months post-surgery.
  • Biofeedback-assisted therapy is available at major centres.
  • Psychological support addresses the significant adjustment required for brachial plexus injuries.
  • Return-to-work programs require coordination with rehabilitation physicians.

Antibiotic Prophylaxis (eTG):

  • Open nerve injuries: First-generation cephalosporin (Cephalexin 500mg QID for 5 days) or Flucloxacillin if no beta-lactam allergy.
  • Contaminated wounds: Add Metronidazole for anaerobic cover.
  • Farm/agricultural injuries: Consider tetanus status and broader-spectrum coverage.

Australian Epidemiology:

  • Approximately 500 significant brachial plexus injuries occur annually in Australia.
  • Male-to-female ratio is approximately 4:1.
  • Peak incidence is in the 18-35 year age group.
  • Motorcycle accidents account for approximately 50% of adult traumatic plexus injuries.

High-Yield Exam Summary

Principles

  • •Donor Expendability
  • •Recipient Viability
  • •Proximity (Distal target)
  • •Synergy (Easier rehab)

Common Transfers

  • •Oberlin: Ulnar to Biceps (Elbow flexion)
  • •Somsak: Intercostal to MC (Elbow flexion)
  • •XI to SSN: Shoulder reanimation
  • •AIN to Ulnar: Intrinsic salvage

Timing

  • •Early: 3-6 months (ideal)
  • •Late: Greater than 12 months (Muscle transfer required)
  • •Motor end plate fibrosis by 18 months
  • •Regeneration: 1mm/day
Quick Stats
Reading Time51 min
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