Secondary Valgus Stabilizer | Mason Classification | Rule of 3
- Secondary valgus stabilizer - critical if MCL is torn
- Mechanical block needs aspiration to confirm (remove pain)
- Safe Zone (90-110 degrees) for hardware placement to avoid impingement
- Essex-Lopresti - always check DRUJ/wrist for tenderness
- Terrible Triad = Radial Head + Coronoid + Dislocation
- “Aspirate hemarthrosis + inject L.A. to assess true ROM
- “Fat pad sign may be the only radiological sign
- “Excision contraindicated if forearm instability (check wrist!)
- “Use bare metal stems for replacement (cemented or press-fit)
Overview and Epidemiology
Radial head fractures are the most common adult elbow fracture, around 33% of elbow fractures and around 4% of all fractures.
Who. The median age is around 43 years, and population data show no consistent sex predominance. Fractures in women tend to be lower-energy falls; fractures in men occur in younger patients and at higher energy. Consider an osteoporosis assessment in an older patient with a low-energy injury.
Mechanism. A fall on the outstretched hand. Axial load with a valgus force drives the radial head into the capitellum. With the forearm in pronation the fragment is anterolateral, the most common pattern; extension produces a posterior dislocation.
Biomechanics. The head contributes to stability in three ways:
- Load transfer - radiocapitellar contact is a primary stabiliser and carries 60% of load transfer
- Valgus stability - a secondary stabiliser, contributing 30% of valgus stability and resisting valgus when the MCL is incompetent
- Longitudinal stability - it prevents proximal migration of the radius
The MCL is the primary stabiliser against valgus stress and the radial head is the secondary one. With the MCL intact the head is less critical for stability; once the MCL is torn, as in a Mason IV injury, the head becomes critical to preventing valgus instability. That is why excision is contraindicated in Mason IV or Essex-Lopresti injuries.
Anatomy and Pathophysiology
The head and its ligaments. The radial head sits against the capitellum, encircled by the annular ligament, and its rim contacts the lesser sigmoid notch of the ulna through pronation and supination. The lateral collateral ligament complex, the lateral stabilisers, is often torn in Type IV injuries and is repaired after the head is fixed.
Blood supply. The radial recurrent artery supplies the head with retrograde flow, which puts neck fractures at risk of AVN and non-union.
The safe zone. Roughly three-quarters of the rim is articular margin that meets the lesser sigmoid notch, and hardware there impinges on the proximal radioulnar joint and blocks rotation. The remaining arc, facing antero-laterally away from the ulna, does not articulate with the proximal radioulnar joint, and plates and prominent screw heads go there. It is quoted as a 90-110° arc: Smith and Hotchkiss's cadaveric dissection defined approximately 110°, and 90° is a deliberately conservative version of the same idea. With the forearm in neutral it roughly corresponds to the lateral aspect of the head.
Finding it in theatre. Surface landmarks have been offered as reference marks: the radial styloid, said in some citations to correspond to the midpoint of the zone but unreliable, and alignment with Lister's tubercle. The best method is to mark the radial head in full pronation and full supination relative to the sigmoid notch; the area that never articulates with the lesser sigmoid notch is the safe zone.

The Kocher interval runs between anconeus (radial nerve) and ECU (PIN). It is not a true internervous plane, since both muscles are supplied by branches of the radial nerve, but it is a reliable intermuscular interval. It is safe distally, but the posterior interosseous nerve, the motor nerve to the extensors, crosses the radial neck proximally within the supinator and is the structure at risk. Pronation moves the PIN anteriorly, away from the radial neck and the surgical field, which makes the dissection safer.
The Kaplan interval lies between ECU and EDC. It gives better access to the anterolateral coronoid and the anterior capsule, which is why it is often preferred for terrible triad injuries, but it puts the PIN and LCL at higher risk if extended proximally.
Classification Systems
Mason's classification, modified by Broberg and Morrey, is the shared vocabulary. Types I to III describe the head; Type IV adds a dislocation, and with it the problem of instability.
- Description
- Non-displaced (less than 2mm), no block
- Stability
- Stable
- Treatment
- Sling for comfort, early ROM (start within 1 week)
- Description
- Displaced greater than 2mm, partial head
- Stability
- Usually stable
- Treatment
- ORIF if mechanical block or large fragment, otherwise conservative
- Description
- Comminuted, entire head
- Stability
- Variable
- Treatment
- ORIF if reconstructable (increasingly even over 3 fragments in good bone), replacement if not
- Description
- Fracture + ulnohumeral dislocation (terrible triad likely)
- Stability
- Unstable
- Treatment
- Surgery: reduce, fix the coronoid, fix or replace the head (usually replacement), repair the LCL

The study. Calling the Mason grade observer-dependent understates it. 85 orthopaedic surgeons each classified 12 radial head fractures, randomised to review radiographs plus 2D CT or radiographs plus 3D CT. Agreement on the Broberg–Morrey modification was only fair with 2D CT and moderate with 3D CT, a statistically significant improvement but from a low base.
The threshold did not improve. Agreement on an articular step or gap of 2 mm or more was not significantly improved by 3D CT, and that is the very measurement the Type I versus Type II boundary rests on. 3D CT did help with counting more than three fragments, central impaction, and fragments too small to repair: useful for planning the operation, not for settling the threshold that defines the grade.
Nor did the decision. Agreement on the treatment recommendation was only fair with both 2D and 3D CT. Experienced surgeons looking at the same fracture with the same modern imaging still disagreed about what to do.
What survives. Mason remains the shared vocabulary, and CT earns its place for operative planning: fragment number, impaction, reparability. It cannot adjudicate a borderline 2 mm measurement, which is why the operative trigger for a Type II is a discrete mechanical block on examination, confirmed after aspiration and local anaesthetic if pain clouds the assessment. Deciding from an equivocal 2 mm measurement alone risks operating on a fracture that was never blocked, and equally risks reassuring one that is. Measure, but let the block decide.
Associated injuries. Check the wrist, test the medial side, and get a CT.
- MCL injury - assess valgus stability
- Coronoid or capitellum fractures
- Essex-Lopresti - DRUJ injury with an interosseous membrane tear
The terrible triad. Radial head fracture, coronoid fracture and elbow dislocation with LCL injury. Fractures often come in threes, the rule of threes: find one component and look for the other two. The dislocation is posterolateral, the radial head fracture is usually Mason III or IV, and the coronoid fracture usually Regan-Morrey type I or II. The elbow is extremely unstable, and treatment runs inside-out: fix the coronoid, then fix or replace the radial head, then repair the LCL.

The Essex-Lopresti lesion. Longitudinal radioulnar dissociation: a radial head fracture with a tear of the interosseous membrane and dislocation of the DRUJ. The radius migrates proximally and the ulna impacts at the wrist, which is where the patient hurts. Treatment restores radial length by replacing the head, with pinning of the DRUJ if needed. Never excise the head.
Coronoid Fracture Classification
The coronoid is one of the terrible triad's three components, and two complementary systems are examinable.
- Fragment
- Tip avulsion
- Note
- Smallest; the usual terrible-triad coronoid
- Fragment
- Up to 50% of coronoid height
- Note
- Intermediate
- Fragment
- More than 50% of coronoid height
- Note
- Large; markedly destabilising
Each Regan-Morrey type is subdivided A (no dislocation) or B (with dislocation).
The O'Driscoll classification is anatomic and more useful for instability:
- Tip fractures - the terrible-triad pattern, often managed through the radial head and LCL repair
- Anteromedial facet fractures - even a small fragment destabilises the elbow into varus posteromedial rotatory instability (VPMRI), is easily missed on plain films, and usually needs a buttress plate or fixation rather than non-operative care
- Basal fractures - large body or base fragments, often with olecranon or proximal ulna injury
The anteromedial-facet fracture is the examiner's trap. It is often radiographically subtle: get a CT.
Clinical Assessment
History. Lateral elbow pain, worse with pronation and supination. Locking or clicking suggests loose bodies. Ask specifically about wrist pain, which points to an Essex-Lopresti injury.
Examination. Palpate the radial head, the LCL origin and the DRUJ at the wrist. Assess flexion-extension and pronation-supination, and decide whether any loss of motion is a hard mechanical stop or pain inhibition. Test stability with valgus stress for the MCL and the pivot shift for the LCL. Always document a non-tender DRUJ, or get wrist radiographs.
The aspiration test. Pain inhibition can mimic a mechanical block, and the aspiration test separates them.
- Aseptically aspirate the haematoma from the 'soft spot'.
- Inject 5-10 ml of local anaesthetic (lignocaine or Marcaine).
- Re-examine the range of motion.
If full motion returns there is no mechanical block, and the fracture is managed non-operatively. If the block persists it is a true mechanical block, and that leads to surgery.
- Discriminating Features
- Lateral tenderness, painful/blocked rotation, positive fat pad sign
- Key Investigation
- AP/lateral + radiocapitellar view; CT if complex
- Discriminating Features
- Anterior pain, double-arc sign on lateral, block to flexion
- Key Investigation
- CT (often radiographically subtle)
- Discriminating Features
- Apprehension, positive pivot-shift, recurrent giving way
- Key Investigation
- Examination under anaesthesia; MRI
- Discriminating Features
- Radial head fracture PLUS wrist/DRUJ pain, proximal radial migration
- Key Investigation
- Wrist radiographs, DRUJ stress, compare ulnar variance
- Discriminating Features
- Gross swelling, prior deformity, concentric reduction on film
- Key Investigation
- Post-reduction radiographs; assess for fracture
- Discriminating Features
- Effusion (fat pad sign) without visible fracture line
- Key Investigation
- Repeat film at 7-10 days or CT/MRI
Investigations
Radiographs. Three views: AP, lateral and the radiocapitellar (Greenspan) view. Look for cortical disruption, a step-off and the fat pad (sail) sign, which may be the only radiological sign, and check the DRUJ context. Radial head fractures are best profiled on a true lateral and the radiocapitellar view.
The radiocapitellar view is taken with the beam angled 45 degrees to the shoulder. It profiles the radial head without overlap from the coronoid and ulna, which makes it excellent for detecting subtle fractures.

CT assesses complexity and plans the operation. It is indicated for:
- Comminuted fractures (Type III)
- Associated coronoid fractures
- Dislocation or subluxation
- Surgical planning, ORIF versus replacement
MRI is rarely needed: only for a subtle ligamentous injury, or an occult fracture if CT is equivocal. Ligament injury is mostly a clinical diagnosis.
Management Algorithm
The decision. The mechanical block is the primary indication for surgery in a Type II fracture: if it resolves after aspiration the fracture is treated non-operatively, and if it persists the answer is surgery. The indications for surgery are:
- Mechanical block to motion that persists after local anaesthetic
- Loose bodies - intra-articular fragments
- Open fracture - requires washout and fixation
- Complex instability - Type IV (terrible triad) or Essex-Lopresti
Displacement over 2 mm is controversial and not, on its own, an absolute indication (see Controversies).
Who. Type I fractures, and Type II fractures without a block.
Protocol. A sling for comfort, for 3-5 days at most, with early active motion immediately as pain allows; resolution of the haematoma allows movement. Radiograph at 1 week to check for displacement.
Outcome. Excellent in 90-95%. Stiffness is the main risk if the elbow is immobilised too long.
Surgical Technique
Exposure. Through the Kocher or Kaplan interval (see Anatomy), with the forearm pronated to protect the PIN.
Reduction and fixation. K-wires hold the reduction temporarily. Fix with mini-fragment screws (2.0/2.4 mm) or headless compression screws, and any plate must sit in the safe zone, on the lateral aspect with the forearm in neutral rotation. Check the range of motion on the table for impingement. The reduction must be anatomic to prevent arthritis.

Detecting an Overstuffed Radial Head Replacement
Judging height. The native radial head does not project proximal to the coronoid. The prosthetic articular surface should match the coronoid level on the lateral view, sitting at, or about 1-2 mm distal to, the proximal edge of the lesser sigmoid notch and the lateral edge of the coronoid. Judge it against the coronoid and ulnohumeral congruity; judging the implant against the contralateral radius is unreliable.
Why it matters. Overstuffing leads to capitellar wear and loss of extension.
Radiographic signs on a true AP of the elbow:
- Asymmetric widening of the medial ulnohumeral joint space, the cardinal sign. The medial and lateral spaces should be symmetric; the over-long implant tilts and levers the ulna so the medial joint gaps open
- The radial head sitting proximal to the coronoid reference level
- Ulnohumeral incongruity and, over time, capitellar erosion
Complications
- Incidence
- 15-20%
- Prevention/Management
- Early ROM. Avoid prolonged immobilisation (greater than 1 week).
- Incidence
- 5-10%
- Prevention/Management
- Gentle tissue handling. Indomethacin/Radiation if high risk.
- Incidence
- 1-3%
- Prevention/Management
- Pronate during exposure. Retract gently anteriorly.
- Incidence
- 5%
- Prevention/Management
- Safe zone placement. Avoid overstuffing replacement.
- Incidence
- Variable
- Prevention/Management
- Occurs after Excision if IOM incompetent (Essex-Lopresti).
Postoperative Care
Rehab Protocol
A splint or sling for comfort, with elevation. Start active motion as soon as the block and pain allow, usually by day 3-5. If the LCL was repaired, an elbow hinge brace is needed.
Active flexion-extension and pronation-supination, weaning the sling. Avoid passive stretching, which risks heterotopic ossification.
Start strengthening once union is evident after ORIF, or once the soft tissues have healed after arthroplasty.
Full activity. Return to contact sport depends on fracture healing.
Outcomes
- Impact
- High
- Explanation
- Type I/II do better than Type III/IV
- Impact
- Critical
- Explanation
- Dislocation or Coronoid fracture worsens prognosis significantly
- Impact
- High
- Explanation
- Early mobilization is key to preventing stiffness
- Impact
- Moderate
- Explanation
- Poorer subjective outcomes reported
Guidelines, Registries & Global Practice
- Around 33% of elbow fractures; around 1.7-5.4 per 10,000 per year in population studies.
- Median age around 43 years with no consistent sex predominance (Duckworth/Court-Brown cohort).
- Bimodal pattern: younger high-energy injuries vs older low-energy falls (osteoporosis subset).
- Roughly one third have associated injuries (coronoid, LCL, MCL, capitellum, DRUJ).
- AO Foundation / AOTrauma: Mason-Johnston framework; ORIF for reconstructable, arthroplasty for unreconstructable, preserve the head when the elbow/forearm is unstable.
- BOA / BSSH (UK): Early mobilization for stable fractures; CT for complex patterns; specialist referral for instability.
- AAOS (US): No isolated radial-head-specific clinical practice guideline; management follows fracture-pattern and stability principles.
- EFORT / European consensus: Endorses safe-zone fixation and avoidance of over-stuffing in arthroplasty.
- High-Resource Setting
- CT routine for Mason III/IV and associated injuries
- Limited-Resource Setting
- Plain films +/- radiocapitellar view; CT selectively
- High-Resource Setting
- Modular metal radial head arthroplasty
- Limited-Resource Setting
- Radial head excision if elbow/forearm stable (cost/availability)
- High-Resource Setting
- Implant-based fixation + LCL anchors +/- hinged ex-fix
- Limited-Resource Setting
- Suture/transosseous LCL repair; longer cast if implants scarce
- High-Resource Setting
- Early supervised therapy
- Limited-Resource Setting
- Self-directed early active motion programmes
Unlike hip and knee arthroplasty, radial head replacement is not robustly captured by national joint registries (NJR, AJRR, AOANJRR, SHAR), so the evidence base rests on institutional series and meta-analyses rather than registry survivorship. Quote this if asked why implant-survival data for radial head prostheses are weaker than for hip/knee.
Controversies & Areas of Uncertainty
The 'more than 3 fragments' rule. Traditional teaching fixes a head with fewer than 3 articular fragments and mandates arthroplasty once it has more than 3. A retrospective series of 35 Mason III/IV fractures found comparable QuickDASH and Broberg-Morrey scores and equal reoperation rates whether 2, 3 or 4 fragments were fixed (Walsh, PMID 35545488): selected comminuted heads fixed by experienced surgeons do as well as simple patterns. Fragment count guides but does not decide.
Excision or replacement. Despite widespread enthusiasm for arthroplasty, pooled meta-analysis data show no clear superiority over excision in a stable, isolated Mason III elbow with an intact MCL and interosseous membrane. The two give similar Mayo Elbow Performance Scores and complication rates, with a slightly better arc after excision. Replacement is favoured where stability is needed (terrible triad, Essex-Lopresti) and in younger patients, because of the long-term arthritis concern; excision is reserved for low-demand, stable elbows. Cost, implant availability and patient age drive the decision more than functional score.
The 2 mm threshold. The historical 2 mm step-off as a surgical trigger is not evidence-based, and many displaced Mason II fractures do well non-operatively. A true mechanical block, confirmed after aspiration and local anaesthetic, is the more reliable indication.
Routine MCL repair in the terrible triad. Whether to repair the MCL after LCL repair and bony fixation is debated. Most protocols achieve stability with LCL repair alone; MCL repair or a hinged external fixator is reserved for residual instability tested intra-operatively.
MCQ Practice Points
Q: What describes the 'Safe Zone' for radial head fixation? A: A 90-110 degree arc on the lateral aspect (in neutral) that does not articulate with the ulna. Hardware here avoids impingement.
Q: Which nerve is most at risk during the Kocher approach to the radial head? A: Posterior Interosseous Nerve (PIN). It winds around the radial neck within the supinator. Pronation moves it anteriorly and safely away.
Q: The radial head is the secondary stabilizer against which force? A: Valgus force. The MCL is primary. Radial head is critical only if MCL is deficient.
Q: What is the treatment for a Mason IV fracture (Dislocation + Fracture)? A: Surgery. Requires reduction, stabilization of the head (Fix or Replace), and usually LCL repair. Excision is contraindicated due to instability.
Q: What is the purpose of aspirating a radial head fracture hematoma? A: To relieve pain and mechanical block caused by fluid pressure, allowing assessment of true mechanical block vs pain inhibition. Distinguishes surgical vs non-surgical Type II.
Exam Viva Scenarios
Practise clinical reasoning and management decisions out loud
“A 35-year-old carpenter presents with a radial head fracture after a fall. X-ray shows a Type II fracture with 3mm displacement. He has limited pronation. Talk me through your management.”
“You are called to ED for a 40-year-old female with an unstable elbow after reduction of a dislocation. X-ray shows a comminuted radial head fracture and a coronoid tip fracture. How do you manage this?”
“A patient with a comminuted radial head fracture also complains of severe wrist pain. X-rays of the wrist show ulnar positive variance. What is the diagnosis and management implication?”
Classification (Mason)
- Type I: Non-displaced (less than 2mm)
- Type II: Displaced partial head
- Type III: Comminuted
- Type IV: Associated Dislocation
Key Concepts
- Secondary Valgus Stabilizer
- Safe Zone (110° arc)
- Aspiration Test for Block
- Terrible Triad (Head + Coronoid + D/L)
Surgery Indications
- Mechanical Block (Type II)
- Open Fracture
- Type III/IV (Instability)
- Essex-Lopresti Association
Treatment Options
- Type I: Early ROM (less than 1 wk)
- Type II: ORIF (Headless screws)
- Type III: Replacement (Metal)
- Excison: ONLY if stable (Rare)
Complications
- Stiffness (Most common)
- PIN Nerve Palsy
- HO (Heterotopic Ossification)
- Implant Loosening
Evidence Base
Standard Surgical Protocol for the Terrible Triad
- 36 consecutive elbow dislocations with radial head AND coronoid fractures treated with a sequential protocol (fix/replace radial head, fix coronoid, repair LCL +/- MCL +/- hinged external fixator).
- At mean 34 months: flexion-extension arc averaged 112 degrees, forearm rotation 136 degrees; mean Mayo Elbow Performance Score 88.
- Concentric stability restored in 34 of 36 elbows; 8 patients required reoperation.
Safe Zone Anatomy for Internal Fixation
- Cadaveric dissection defined an approximately 110-degree non-articulating arc of the radial head/neck safe for hardware.
- Provided reproducible intra-operative reference marks (neutral, full supination, full pronation) to localise the zone from a lateral approach.
- Hardware outside this zone risks impingement on the lesser sigmoid notch and loss of forearm rotation.
Early Mobilization in Simple Radial Head Fractures
- 180 patients with simple radial head fractures randomised to immediate mobilization, sling for 2 days then mobilization, or cast for 7 days.
- Both early-mobilization groups had better range of motion, strength and function than 7-day immobilization; benefit greatest in displaced fractures.
- A 48-hour delay before mobilization reduced early pain without compromising outcome; over 4 mm displacement or over 30 degrees angulation predicted worse results.
Failure Mechanisms of Metal Radial Head Replacement
- 44 patients (47 elbows) undergoing removal of a failed metallic radial head implant analysed.
- Most common indication for revision was painful loosening (31 elbows); revision was also performed for stiffness (18), instability (9) and deep infection (2), with radiographic over-lengthening in 11 elbows.
- Degenerative change was present in all but one elbow; instability was not seen with any bipolar implant.
