肘关节骨关节炎 资料 In-depth

本页面由机器翻译,尚未经临床医生审核。英文版本为权威版本。

您正在感受到的症状

肘关节炎通常始于活动末端的酸痛,即手臂完全伸直或完全弯曲时。起初,活动中段通常仍感舒适。许多人会注意到肘部出现卡顿、弹响或交锁,这是由关节内漂浮的小块骨片或软骨(称为游离体)引起的。骨刺(称为骨赘)在关节周围增生,并在物理上阻碍最后几度的弯曲和伸直。

手臂完全伸直通常是首先丧失的功能。需要手臂伸直的任务会变得困难:如伸手去够高处的架子、手臂伸直端着托盘,或从椅子上撑起身体。旋转前臂以转动螺丝刀或门把手的动作,通常直到较晚阶段才会受到影响。随着病情进展,疼痛可能蔓延至活动中段,并在日常活动中引起不适,而不仅仅是在活动极限时。

夜间疼痛并非此类关节炎的典型表现。如果您的肘部在夜间因深层搏动性疼痛而将您唤醒,请告知您的外科医生,因为这可能指向其他值得检查的原因。

这种情况最常见于从事多年重体力劳动的五十多岁男性,尽管其影响范围涵盖广泛的年龄段。它也可能继发于既往的肘部损伤,如骨折或脱位,有时在多年后发生。在约一半的患者中,关节炎还会压迫肘部内侧的神经(尺神经),导致环指和小指出现麻木或刺痛感。

如果上述任何情况听起来很熟悉,普通X光检查通常是第一步。它能清晰地显示骨刺和游离体,而且关节间隙本身往往看起来比您预期的保存得更好。

实际发生了什么

您的肘部是一个带有旋转功能的铰链。它使您能够弯曲和伸直手臂,同时允许前臂旋转,以便将手掌向上或向下翻转。关节表面通常覆盖着一层光滑的软骨,其作用类似于门铰链上的衬里:一切都能安静地滑动。

在肘关节炎中,这层衬里会磨损。骨骼会通过在关节边缘生长骨刺(骨赘)来做出反应。这些骨刺就像门挡一样:它们在物理上阻碍了弯曲和伸直的最后一部分角度,这就是为什么您的活动感在末端显得僵硬。小的骨或软骨碎片也可能脱落并在关节内漂浮(游离体)。它们卡在运动表面之间,导致您可能注意到的卡顿、弹响或锁定。

这种情况有一个特点。在许多患有关节炎的关节中,整个表面会均匀磨损。而在肘部,磨损往往集中在关节的一侧(外侧,即前臂骨与上臂骨末端交汇处),而中间的铰链部分则相对保存完好。这就是为什么X光片看起来可能比您的症状感觉要好,以及为什么疼痛通常仅在活动的极端位置开始,随着更多软骨的丢失,疼痛才会蔓延到中间。

关节周围的关节囊,一层坚韧的组织袖套,也会随时间推移而收紧。这会增加僵硬感。如果骨刺和紧绷的关节囊压迫肘部内侧的尺神经,就会出现前文所述的无名指和小指的刺痛或麻木感。

这一切并不意味着您的肘部正在解体。这意味着关节表面、骨刺和紧绷的关节囊正在相互对抗,而治疗的目标是平息这种组合状态。

我们如何处理该问题

Mater Private Hospital Rockhampton 的上肢外科医生 Kieran Hirpara 医生会从适合您病情的微创方案入手。患者通常由全科医生转诊至我们的诊所;如果理疗师建议您就诊,您仍需获得全科医生的转诊才能符合 Medicare 报销资格。在您的首次就诊时,我们会采集病史,检查您的肘部,并在必要时安排影像学检查。对于此类长期存在的问题,我们通常先采用非手术治疗,再考虑手术。

第一步通常是您可以自行采取的措施。改变工作或训练方式,避免肘部在其活动范围的极限处反复承受负荷,有助于缓解症状。理疗旨在保持关节活动度并增强关节周围的肌力。这些措施可以减轻疼痛,但对于由骨赘阻挡运动引起的僵硬,效果有限。在考虑手术之前,请给予这些措施充分的尝试。

止痛药和抗炎药可以帮助您度过急性发作期,并使理疗过程更加舒适。它们能缓解症状,但无法改变关节炎本身。

当上述措施未能提供足够的缓解,或者僵硬、交锁或卡顿影响了日常生活时,手术便成为讨论的选项。手术的目的是移除阻挡运动的骨赘和游离体,并松解关节周围紧张的关节囊。通常可以通过小切口使用摄像头(关节镜手术)完成,如果关节炎较为严重,则可通过开放切口进行。哪种方案适合您,取决于病变的严重程度、您的年龄、健康状况以及您对肘部功能的需求。我们会就此与您详细沟通,并共同做出决定。

预期情况

肘关节炎是一种长期性疾病,但它并不一定阻碍您进行日常活动。在早期阶段,简单的措施通常可以缓解疼痛。改变工作方式、保持关节活动以及使用抗炎药物,在关节炎尚处于早期阶段时,可以带来切实的缓解。由骨赘引起的僵硬较难通过非手术方式消除,因此即使疼痛缓解,您的活动范围仍可能受到一定限制。

如果这些措施效果不佳,手术旨在清除阻碍关节活动的结构。对于大多数人来说,这意味着进行保关节手术:清除骨赘和游离体,并松解紧张的关节囊,而不是置换关节。接受此类手术的患者可以预期肘关节功能良好且疼痛改善,日后需要再次手术的可能性较小。活动范围通常也会改善,尽管部分恢复的活动度可能会随时间推移而有所减退。

置换手术的情况则有所不同。它很少用于肘关节炎,通常仅保留给残疾严重的患者,因为人工关节在年轻或活动量较大的人群中,多年后往往难以保持良好状态。当进行此类手术时,大多数人能获得持久的疼痛缓解和手臂功能的改善,但并发症的发生率高于其他肘部手术,且植入物可能会随时间推移而松动。

放任该疾病不管通常不会使其迅速恶化,但也不太可能自行痊愈。卡顿和交锁可能会持续存在,活动末端的僵硬往往会持续或进一步侵占您的活动范围。有些人通过适度调整手臂的使用方式,多年来能较好地控制病情。另一些人则会发现限制逐渐蔓延至日常任务中。

无论您选择哪种治疗路径,目标都是相同的:保持低水平的疼痛,并拥有足够的活动范围来完成对您重要的事情,同时为未来保留选择空间。治疗方案将根据您的年龄、职业以及关节炎的严重程度进行个性化定制,您的外科医生会就此与您进行详细沟通。

何时就医

如果您的肘部僵硬或疼痛已持续数周,且简单措施未能缓解,尤其是当关节交锁或卡顿影响您在工作中使用手臂时,请咨询您的全科医生。如果您发现肘部无法完全伸直或弯曲,或者无名指和小指的麻木感正在加重,请要求专科医生评估,因为关节炎可能会压迫尺神经。如果您的肘部发热、发红、肿胀并伴有发热,或在受伤后完全无法活动,请立即前往急诊科。这些症状并非关节炎的典型表现,需当日进行检查。

深入探讨

Advanced reading: the deeper science (optional)

本节内容超出了您做出自身治疗决策所需的深度。肘关节骨关节炎值得额外阅读,因为看似能一劳永逸解决问题的手术——即像髋关节和膝关节那样常规进行的关节置换术——在肘关节处的表现截然不同,而这一单一事实决定了整个治疗阶梯的走向。

为何肘关节置换并非首选方案

全肘关节置换术是有效的,但其对负荷的耐受性不及髋关节或膝关节置换术。一项纳入 2,118 例类风湿关节炎患者的汇总研究显示,尽管肘关节置换术持续提供令人满意的效果,但其 假体失败率和并发症率显著高于髋关节和膝关节置换术 [1]。

其后果是,患者需遵守永久性的提重限制,而非仅在恢复期采取的临时预防措施。由于肘关节位于长力臂的末端,手部施加的适度重量会在假体处产生巨大的力,这些力会随时间推移导致假体松动。

因此,肘关节的治疗阶梯与下肢相反。在髋关节,关节置换术是晚期关节炎的标准手术。而在肘关节,该手术主要保留给年龄较大、功能需求较低的患者,以及炎症性关节炎而非磨损性关节炎患者。

病因与严重程度同等重要

两名肘关节磨损程度相同的患者,其预后可能因关节磨损的原因不同而存在差异。在 679 名患者中,关节炎的病因影响了特定假体失效模式方面的结局,且类风湿关节炎患者的功能结局优于因创伤后情况接受置换手术的患者 [2]。

这一点值得强调,因为它与大多数人的预期相反,即由单次损伤导致的关节损伤应比由系统性疾病导致的关节损伤预后更好。其解释在于负荷需求:创伤后关节炎往往发生在生活体力要求更高的较年轻人群中,而假体所承受的力超出了其设计范围。

清创术是承担主要工作的手术

对于原发性磨损性关节炎,主要治疗手段并非关节置换,而是清创术:清除在关节活动末端阻碍关节运动的骨赘和游离体,松解紧张的关节囊,同时保留关节面。

证据是一致的。在 1,097 例患者中,清创术取得了良好的中期功能效果,且使用关节镜技术并未增加并发症 [3]。在 871 例患者中,无论是开放手术还是关节镜下的骨关节囊清创术,均可靠地改善了屈曲、伸展及功能评分,且并发症发生率较低 [4];一项针对 586 例患者的荟萃分析发现,清创术对原发性肘关节骨关节炎的致残症状有效,且并发症发生率可接受 [5]。

请注意清创术被要求完成的任务。它并不重塑关节面,也不能阻止关节炎的进展。它移除的是活动末端的机械性阻挡,因此它有助于主要主诉为肘关节无法完全伸直或弯曲、且在活动极限处出现疼痛性卡顿的患者;而对于在整个活动弧范围内均有疼痛的患者,其帮助则较小。

开放手术或关节镜手术并非决定性问题

与多种肘部手术一样,技术选择引发的争议往往超出了证据所能支持的范围。上述综述发现,两种方法均安全且有效;一项针对 639 例患者的叙述性综述得出结论,无法确定哪种手术方式更优 [6]。

实际的决定因素是需要触及的部位。关节镜能很好地处理前室和后室的操作;但对于需要广泛关节囊松解的僵硬肘关节,或解剖结构扭曲且必须直视并保护神经的病例,开放手术可能更安全。

参考文献

[1] Chou TA, Ma H, Wang J, Tsai S, Chen C, Wu P, et al. 类风湿关节炎患者全肘关节置换术:系统评价与荟萃分析。Bone Joint J. 2020;102-B(8):967-80. https://doi.org/10.1302/0301-620X.102B8.BJJ-2019-1465.R1

[2] Wang J, Ma H, Chou TA, Tsai S, Chen C, Wu P, et al. 类风湿关节炎与创伤后病变全肘关节置换术后的结局:系统评价与荟萃分析。Bone Joint J. 2019;101-B(12):1489-97. https://doi.org/10.1302/0301-620X.101B12.BJJ-2019-0799.R1

[3] White CHR, Ravi V, Watson J, Badhrinarayanan S, Phadnis J. 关节镜与开放清创术治疗关节炎性肘关节的系统评价。Arthroscopy. 2020;37(2):747-58. https://doi.org/10.1016/j.arthro.2020.09.005

[4] Guerrero EM, Bullock GS, Helmkamp JK, Madrid A, Ledbetter L, Richard MJ, et al. 关节镜与开放骨囊清创术治疗原发性肘关节骨关节炎的临床影响:系统评价。J Shoulder Elbow Surg. 2020;29(4):689-98. https://doi.org/10.1016/j.jse.2019.12.003

[5] de Klerk HH, Welsink CL, Spaans AJ, Verweij LPE, van den Bekerom MPJ. 原发性肘关节骨关节炎的关节镜与开放清创术:系统评价与荟萃分析。EFORT Open Rev. 2020;5(12):874-82. https://doi.org/10.1302/2058-5241.5.190095

[6] Poonit K, Zhou X, Zhao B, Sun C, Yao C, Zhang F, et al. 开放或关节镜清创术治疗肘关节骨关节炎:叙述性综述。BMC Musculoskelet Disord. 2018;19(1). https://doi.org/10.1186/s12891-018-2318-x


Evidence & references

This is the clinical evidence summary written for health professionals. It is technical, and it lists the research this page was built from. You do not need to read it to understand your treatment or to make a decision about it.

Overview

Epidemiology and Demographics

  • Symptomatic primary osteoarthritis of the elbow affects 2% of the population [5].
  • The average age of presentation for elbow osteoarthritis is 50 years, with a range of 20 to 70 years [5].
  • Men are affected by primary elbow osteoarthritis more often than women at a 4:1 ratio [5].
  • Hand dominance and strenuous manual labor are associated with primary osteoarthritis of the elbow [5].
  • Secondary causes of elbow osteoarthritis include trauma, osteochondritis dissecans, and synovial osteochondromatosis [5].

Pathoanatomy

  • Elbow osteoarthritis is characterized by osteophyte formation, capsular contracture, and loose bodies, often with relative preservation of the joint space [5].
  • Periarticular hypertrophic osteophytes act as a mechanical block at the end ranges of flexion and extension [5].
  • Advanced elbow osteoarthritis rarely presents with joint space narrowing [5].
  • Elbow osteoarthritis typically involves the radiocapitellar joint articular cartilage preferentially, with relative preservation of the ulnohumeral articular surfaces [5].

Clinical Presentation and Evaluation

  • Patients with elbow osteoarthritis typically present with loss of terminal extension and flexion and painful catching, clicking, or locking of the elbow [5].
  • Pain in elbow osteoarthritis is typically noted at the end ranges of motion and not through the midrange [5].
  • Night pain is not typical of elbow osteoarthritis; if present, an inflammatory cause of the arthritis should be considered [5].
  • Forearm rotation is relatively preserved until later in the disease process of elbow osteoarthritis [5].
  • Ulnar neuropathy is present in up to 50% of patients with elbow osteoarthritis [5].
  • Standard AP and lateral radiographs typically show osteophyte formation at the coronoid process, coronoid fossa, radial fossa, radial head, olecranon tip, and olecranon fossa [5].
  • Radiographs of the elbow typically show preserved joint spaces at the ulnohumeral joint and mildly narrowed joint spaces at the radiocapitellar joint [5].
  • Radiographs typically underestimate the number of loose bodies present in the elbow [5].
  • CT may be useful for surgical planning of elbow osteoarthritis by allowing a detailed assessment of osteophytes and the presence of loose bodies [5].

Nonoperative Management

  • Nonoperative treatment remains the first step in the early management of elbow osteoarthritis [1].
  • Rest, NSAIDs, corticosteroid injections, and activity modification are the mainstays of nonsurgical treatment for elbow osteoarthritis [5].

Operative Management

  • Surgical indications for elbow osteoarthritis include failure to respond to nonsurgical interventions, loss of motion that interferes with activities of daily living, and painful locking or catching of the elbow [5].
  • Joint-sparing procedures such as débridement, excision of osteophytes, capsular release, and removal of loose bodies are preferred for elbow osteoarthritis [5].
  • Total elbow arthroplasty is rarely indicated for elbow osteoarthritis and is not indicated for patients younger than 65 years or physically active patients because of concerns about implant longevity [5].
  • The Outerbridge-Kashiwagi arthroplasty is a classic open procedure in which the olecranon fossa is trephinated and osteophytes are removed [5].
  • Limitations of the Outerbridge-Kashiwagi procedure include incomplete anterior release and incomplete osteophyte removal anteriorly [5].
  • Either a medial or lateral column approach can be used for open débridement, loose body removal, osteophyte resection, and capsulectomy depending upon the location of the pathology and concomitant procedures [5].
  • Contraindications for arthroscopic procedures in elbow osteoarthritis include severe contracture and periarticular heterotopic ossification [5].
  • Relative contraindications for arthroscopic procedures in elbow osteoarthritis include prior ulnar nerve transposition and prior extensive open procedures [5].
  • Osteocapsular arthroplasty refers to the arthroscopic technique for elbow joint débridement involving capsular release, loose body removal, and excision of osteophytes [5].
  • Ulnar nerve transposition and release of the posterior bundle of the medial collateral ligament should be considered for patients with less than 90° to 100° of elbow flexion regardless of the type of procedure used [5].
  • Capsulectomy and debridement through a medial trans-flexor approach is associated with a low rate of complications and is safe and effective for the treatment of primary osteoarthritis of the elbow [2].
  • Elbow arthroscopic osteocapsular arthroplasty is a safe, efficacious treatment for patients with mild to moderate osteoarthritis [4].
  • Arthroscopic debridement based on computer simulation is recommended in the surgical management of patients with osteoarthritis of the elbow [7].
  • Arthroscopic treatment provides good short-term outcomes in primary elbow osteoarthritis and is associated with a low complication rate [9].
  • Elbow arthroscopic debridement for primary degenerative osteoarthritis results in statistically significant and clinically relevant improvement in elbow range of motion and clinical outcomes with low complication and reoperation rates [10].
  • Open elbow debridement and the Outerbridge-Kashiwagi procedure had excellent survivorship until conversion to total elbow arthroplasty and are viable options in the treatment of primary elbow osteoarthritis and post-traumatic cases [17].
  • The Outerbridge-Kashiwagi procedure is an effective and safe way of treating both posttraumatic arthritis and osteoarthritis of the elbow [21].
  • Arthroscopic osteocapsular arthroplasty can be recommended for its favorable overall treatment outcomes for elbow osteoarthritis [23].
  • Open and arthroscopic debridement procedures seem to be safe and effective in the treatment of elbow osteoarthritis [32].
  • Surgical options for severe elbow arthritis must be tailored to cartilage integrity and bone structure, with total elbow arthroplasty generally avoided in young, active patients due to poor durability [44].

Complications

  • Deep infections in the elbow are more common than other joints treated arthroscopically, occurring in 0.8% to 2.2% of cases [5].
  • Infection related to intraoperative corticosteroid injections can manifest as a complication of elbow surgery [5].
  • Stiffness due to heterotopic ossification is a complication of elbow osteoarthritis treatment [5].
  • Hematoma formation is a complication of elbow osteoarthritis treatment [5].
  • Transient nerve palsies complicate 1% to 3% of cases, with radial and ulnar nerves being the most common [5].
  • Synovial ganglion formation is a complication of elbow osteoarthritis treatment [5].

Anatomy & Pathophysiology

Epidemiology & Demographics

  • Symptomatic primary osteoarthritis of the elbow is relatively rare, affecting 2% of the population [5].
  • The average age of presentation for primary elbow osteoarthritis is 50 years, with a range of 20 to 70 years [5].
  • Men are affected more often than women by primary elbow osteoarthritis at a 4:1 ratio [5, 36].
  • Primary osteoarthritis of the elbow tends to affect the dominant arm in males with a history of manual labor [12].
  • Posttraumatic arthritis is commonly seen after elbow injuries such as distal humerus fractures, radial head fractures, proximal ulna fractures, or elbow fracture-dislocations [6].
  • Posttraumatic arthritis can develop in response to the initial cartilage insult or secondary to residual articular incongruities from injuries [6].
  • Postinjury malunions, nonunions, or residual instability can alter kinematics and load across the elbow, predisposing it to degenerative changes [6].
  • Posttraumatic osteoarthritis of the elbow primarily affects young males [95].

Bony Anatomy & Biomechanics

  • The elbow is a trocho-ginglymoid joint consisting of medial and lateral articulations that afford bony stability [51].
  • The ulnohumeral joint is formed by the articulation of the trochlea with the ulna within the greater sigmoid notch [51].
  • The ulnohumeral joint has highly congruent anatomy through almost 180° of articular contact, with the exception of the bare area of the greater sigmoid notch which is devoid of cartilage [51].
  • The radiocapitellar joint is formed by the articulation of the capitellum and the radial head [51].
  • The radial head is a concave elliptical structure covered with articular cartilage along the radiocapitellar joint and approximately 270° of the articular margin [51].
  • The distal humeral articulation is angled 30° from the longitudinal axis [51, 19, 20].
  • The axis of rotation is 5° to 7° angulated in the coronal plane to the epicondylar axis, with the medial side more distal than the lateral side [51].
  • In full extension, 60% of axial load is transmitted through the radiocapitellar joint [19, 20].
  • The normal range of elbow flexion/extension is 0 to 150 degrees [19, 20].
  • The normal forearm pronosupination is 80 to 85 degrees in each direction [19, 20].
  • The functional range of motion for the elbow is 30 to 130 degrees for flexion/extension and 50 degrees for pronosupination [19, 20].
  • The normal valgus carrying angle of the elbow is 5 to 10 degrees for men and 10 to 15 degrees for women [19, 20].
  • The ulnohumeral articulation is a primary stabilizer of the elbow [18].
  • The radiocapitellar articulation is a secondary stabilizer of the elbow [18].

Ligamentous Anatomy

  • The medial collateral ligament (MCL) consists of anterior, posterior, and transverse bundles [19, 20].
  • The anterior bundle of the MCL is the primary restraint to valgus stress within functional elbow range of motion [19, 20].
  • The posterior bundle of the MCL is the primary restraint to valgus stress with the elbow in maximal flexion [19, 20].
  • Stability in full extension is provided by the MCL, joint capsule, and ulnohumeral articulation [19, 20].
  • The radial head functions as an important secondary stabilizer to valgus stress, particularly in medial collateral ligament–deficient elbows [79].
  • The lateral ulnar collateral ligament acts as the primary stabilizer to posterolateral rotatory instability [79].

Pathoanatomy of Osteoarthritis

  • Osteoarthritis of the elbow is characterized by osteophyte formation, capsular contracture, and loose bodies, often with relative preservation of the joint space [5].
  • Osteoarthritis typically involves the radiocapitellar joint articular cartilage preferentially, with relative preservation of the ulnohumeral articular surfaces [5].
  • Radiocapitellar degeneration is more common with increasing age [12].
  • Primary osteoarthritis of the elbow starts on the lateral side and progresses into the ulnohumeral articulation [12].
  • The posteromedial aspect of the radial head appears to be consistently involved in primary elbow osteoarthritis, with reciprocal changes seen on the capitellum [12].
  • Osteophytic change occurs predominantly in the ulnohumeral compartment of the elbow [87].
  • Joint space narrowing more frequently affects the radiocapitellar articulation than the ulnohumeral compartment [87].
  • The primary pathology of elbow osteoarthritis is loss of articular cartilage with resulting osteophyte formation on the olecranon process, coronoid process, and their respective fossae [69].
  • Secondary resultant changes in elbow osteoarthritis involve osteophyte formation along the margin of the radial head and formation of loose bodies [69].
  • Three-dimensional computational models identify unique regions of bony impingement in elbow osteoarthritis, such as between the radial head and a posterior capitellar osteophyte in extension [49].

Clinical Presentation & Evaluation

  • Night pain is not typical of elbow osteoarthritis; if present, an inflammatory cause should be considered [5].
  • Most patients with elbow osteoarthritis initially complain of pain at terminal limits of motion as a result of capsular stretch and osteophyte impingement [69].
  • Later in the disease process of elbow osteoarthritis, pain through the mid arc of motion develops as the extent of cartilage loss progresses [69].
  • Radiographs of elbow osteoarthritis typically show preserved joint spaces at the ulnohumeral joint and mildly narrowed joint spaces at the radiocapitellar joint [5].
  • Radiographs typically underestimate the number of loose bodies present in elbow osteoarthritis [5].
  • CT may be useful for surgical planning in elbow osteoarthritis, allowing detailed assessment of osteophytes and the presence of loose bodies [5].
  • In valgus extension overload syndrome, the olecranon is repeatedly and forcefully driven into the olecranon fossa during throwing, exerting shear forces on the medial aspect of the olecranon tip and the olecranon fossa [14].
  • The pathoanatomy of valgus extension overload syndrome includes chondrosis, osteophyte development on the posteromedial olecranon and humerus, and loose bodies [14].

Classification

Radiographic Classification Systems

  • The Broberg and Morrey classification system is based on osteophyte formation and joint space narrowing [12].
  • The Hastings and Retting classification system focuses on radiocapitellar wear and subluxation [12].
  • The Broberg and Morrey classification system grades elbow arthrosis as grade 0 (normal joint), grade 1 (slight joint-space narrowing with minimum osteophyte formation), grade 2 (moderate joint-space narrowing with moderate osteophyte formation), and grade 3 (severe degenerative change with gross destruction of the joint) [80].
  • The Hastings and Retting classification system was developed based on commonly demonstrated radiographic features of degenerative changes, including joint space narrowing and marginal osteophytes [13].
  • The Hastings and Retting classification system is a useful tool in predicting surgical outcome following debridement of primary elbow osteoarthritis [13].
  • Clinical and radiographic outcomes were best in patients classified as class I preoperatively and worst in those classified as class III using the Hastings and Retting system [13].
  • Both the Broberg and Morrey and Hastings and Retting classification systems demonstrated substantial intraobserver and interobserver reliability for evaluating radiographic severity of post-traumatic arthritis and primary osteoarthritis of the elbow [28].
  • The four grades of the Broberg and Morrey classification system have only fair interobserver reliability that is influenced by subspecialty and experience [80].
  • Binary rating systems for elbow arthrosis, such as "none or mild" versus "moderate or severe," resulted in moderate agreement among observers [80].

CT-Based Classification Systems

  • Kwak et al. described a CT-based method of quantifying elbow arthritis [12].
  • The CT-based classification demonstrated high correlation with the visual analog scale and the Mayo Elbow Performance Score [12].
  • The CT-based classification demonstrated moderate correlation with range of motion [12].
  • A CT-based staging system was highly reproducible and clinically feasible compared with previous plain radiograph-based staging systems for elbow osteoarthritis [34].
  • A bony landmarks classification system effectively delineated osteophyte distribution in elbow patients using three-dimensional computed tomography [56].

Other Classification Systems

  • The Larsen and Sharp classifications can reliably be used to evaluate rheumatoid arthritis of the elbow by observers of varying training levels [74].

Clinical Presentation

Epidemiology and Demographics

  • Primary osteoarthritis of the elbow is most commonly seen in middle-age males who are heavy laborers [13].
  • The prevalence of primary elbow osteoarthritis in Japanese subjects aged 50-89 years was 25.2%, with most cases being asymptomatic [8].
  • The prevalence of elbow osteoarthritis in respondents aged 40 years or older was 55.0%, with a symptomatic prevalence of 22.6% [31].
  • Older age, male sex, and a history of elbow trauma are significant risk factors for elbow osteoarthritis [31].
  • Primary osteoarthritis of the elbow accounts for 2%-3% of patients presenting with elbow arthritis [13].

Pathoanatomy

  • Advanced disease rarely presents with joint space narrowing [5].
  • Primary osteoarthritis of the elbow is unique due to relative preservation of articular cartilage and maintenance of joint space with hypertrophic osteophyte formation [25].
  • The posteromedial aspect of the radial head appears to be consistently involved with reciprocal changes seen on the capitellum in primary osteoarthritis [12].

History and Symptoms

  • Patients typically present with loss of terminal extension and flexion and painful catching, clicking, or locking of the elbow [5].
  • Pain is typically noted at the end ranges of motion and not through the midrange [5].
  • The degree of disability caused by osteoarthritis depends on the patient’s vocation and physical disability [5].
  • Clinically, primary osteoarthritis of the elbow is characterized by stiffness, pain, mechanical symptoms, and weakness [12].

Physical Examination

  • Inspection should check for prior surgical incisions and joint effusion at the lateral soft spot [5].
  • Pain during range of motion assessment is usually felt at the end ranges of flexion and extension rather than throughout the arc [5].
  • Forearm rotation is relatively preserved until later in the disease process [5].
  • Understanding whether the patient has pain throughout the arc of motion or only at terminal limits is of paramount importance for evaluation [73].

Imaging

  • Standard AP and lateral radiographs should be obtained for evaluation [5].
  • Radiographs typically show osteophyte formation at the coronoid process (anterior and medial), coronoid fossa, radial fossa, radial head, olecranon tip, and olecranon fossa [5].
  • Joint spaces at the ulnohumeral joint are usually preserved on radiographs [5].
  • Joint spaces at the radiocapitellar joint are mildly narrowed on radiographs [5].
  • Loose bodies may be evident on radiographs, which typically underestimate the number present [5].
  • CT may be useful for surgical planning and allows a detailed assessment of osteophytes and the presence of loose bodies [5].
  • CT scans with 3D reconstructions may be useful for evaluating the extent and location of disease and for surgical planning [73].
  • MRI may be useful to evaluate the status of soft tissues including the medial and lateral collateral ligamentous complexes [73].
  • Electromyography and nerve conduction studies may be useful to evaluate the degree of nerve compression and contribution to elbow pain or dysfunction [73].

Investigations

Radiography

  • Plain radiographs remain the hallmark and best screening test for elbow evaluation [18].
  • Standard views for elbow radiographs include AP and lateral views, with internal and external oblique views obtained if necessary [39].
  • In primary elbow osteoarthritis, osteophytes are typically seen on the coronoid and olecranon tips [39].
  • Loss of the concavity of the radial head, coronoid, and olecranon fossa is a radiographic finding in elbow osteoarthritis [39].
  • Loose bodies may be seen in the anterior or posterior compartments on elbow radiographs [39].
  • The ulnohumeral articular joint space is preferentially preserved in elbow osteoarthritis [39].
  • Ulnohumeral joint space loss on radiographs suggests inflammatory or posttraumatic arthritis [39].
  • CT has greater sensitivity than radiographs for the detection of osteophytes and loose bodies in primary elbow osteoarthritis [94].

Computed Tomography

  • CT is indicated for the assessment of severe osteoarthritis of the elbow to determine the location of loose bodies and osteophytes [39].
  • CT is helpful when assessing for malunion architecture and the location and pattern of osteophytes and/or loose bodies [30].
  • Three-dimensional CT is used to check for heterotopic ossification [30].
  • CT is not necessary when elbow stiffness is entirely soft-tissue related [30].
  • A CT-based staging system for elbow osteoarthritis was highly reproducible and clinically feasible compared with previous plain radiograph-based staging systems [34].
  • Three-dimensional computational models identified the locations and volumes of bony impingement in patients with osteoarthritis of the elbow [49].
  • Three-dimensional computational models highlighted unique regions of impingement, such as between the radial head and a posterior capitellar osteophyte in extension [49].
  • Pre-operative simulation results can be used as an index to determine the osteophytes to be removed during arthroscopic surgery for elbow osteoarthritis [46].

Magnetic Resonance Imaging

  • MRI is the imaging modality best suited for evaluating soft-tissue structures in the elbow, including ligaments, tendons, cartilage, and nerves [57].
  • MRI can be used to evaluate ligaments and tendons in the elbow but is rarely indicated [30].
  • Magnetic resonance arthrography is particularly beneficial in the evaluation of osteochondral lesions, loose bodies, and ulnar collateral ligament injury [57].
  • MRI may be most helpful in evaluating associated injuries including partial or complete tears of the medial collateral ligament [14].

Classification Systems

  • The Broberg and Morrey classification is based on osteophyte formation and joint space narrowing [12].
  • The Hasting and Retting system focuses on radiocapitellar wear and subluxation [12].
  • Both the Broberg and Morrey and Hasting and Retting classification systems demonstrated substantial intraobserver and interobserver reliability for evaluating radiographic severity of post-traumatic arthritis and primary osteoarthritis of the elbow [28].
  • A CT-based classification for elbow arthritis demonstrated high correlation with visual analog scale and the Mayo Elbow Performance Score [12].
  • A CT-based classification for elbow arthritis demonstrated moderate correlation with range of motion [12].

Prevalence and Demographics

  • The prevalence of primary elbow osteoarthritis in Japanese subjects aged 50-89 years was 25.2% [8].
  • Most cases of primary elbow osteoarthritis in the Japanese cohort were asymptomatic [8].
  • Primary osteoarthritis of the elbow affects less than 2% of the population [12].

Pathology and Imaging Correlates

  • Primary osteoarthritis of the elbow is characterized by stiffness, pain, mechanical symptoms, and weakness [12].
  • Radiographically, primary osteoarthritis of the elbow is highlighted predominantly by osteophyte formation and progresses with cartilage loss and joint space narrowing [12].
  • The posteromedial aspect of the radial head appears to be consistently involved in primary osteoarthritis with reciprocal changes seen on the capitellum [12].
  • Posttraumatic arthritis can develop in response to the initial cartilage insult or secondary to residual articular incongruities from injuries such as distal humerus fractures, radial head fractures, proximal ulna fractures, or elbow fracture-dislocations [6].
  • Postinjury malunions, nonunions, or residual instability can alter kinematics and load across the elbow, predisposing the elbow to degenerative changes [6].
  • Posttraumatic arthritis of the elbow is frequently associated with bone loss, making surgical treatment difficult [6].

Treatment

Nonoperative Management

  • Nonsurgical treatments can be effective for reducing symptoms but have limited effectiveness for improving range of motion limitations and pain related to impinging osteophytes [36].
  • Nonsurgical management may provide relief in early stages of elbow arthritis [35].

Surgical Indications and Goals

  • The goal of treatment for post-traumatic osteoarthritis of the elbow is to obtain a low level of pain with sufficient motion range to ensure good function, while preserving future surgical options and delaying elbow arthroplasty to the extent possible [3].
  • Surgical treatment for elbow arthritis is based on disease etiology, severity of degeneration, and patient age [11].
  • Treatment of elbow arthritis must be individualized based on etiology, severity, patient age, and functional demands [22].
  • When conservative management fails, the appropriate surgical treatment for elbow arthritis must factor in the patient’s age, activity level, expectations, degree of pathologic changes, patient health, and surgeon experience [71].

Joint-Sparing Procedures: Arthroscopic

  • Elbow arthroscopic osteocapsular arthroplasty (AOA) is a safe and efficacious treatment for patients with mild to moderate osteoarthritis [4].
  • Arthroscopic debridement for primary degenerative osteoarthritis of the elbow results in statistically significant and clinically relevant improvement in elbow range of motion and clinical outcomes with low complication and reoperation rates [10].
  • Arthroscopic treatment of elbow osteoarthritis provides good short-term outcomes in primary elbow osteoarthritis and is associated with a low complication rate [9].
  • Arthroscopic debridement for the elbow osteoarthritis provided satisfactory pain relief, improvement of elbow motion, and good functional outcome [67].
  • Arthroscopic treatment of elbow osteoarthritis significantly improved 6-month clinical results for functional scores, pain, strength and range of motion [61].
  • Osteocapsular debridement is an effective surgical treatment option for patients with symptomatic primary elbow osteoarthritis who have failed conservative management [38].
  • Surgical debridement is an effective treatment for the disabling symptoms of primary elbow OA with an acceptable complication rate [63].
  • Arthroscopic debridement in the surgical management of patients with osteoarthritis of the elbow is recommended based on computer simulation studies [7].
  • Arthroscopic débridement for primary osteoarthritis of the elbow provides satisfactory pain relief, improvement of elbow motion, and good functional outcome [64].
  • Contraindications for elbow arthroscopy include severe contracture and periarticular heterotopic ossification [5].
  • Relative contraindications for elbow arthroscopy include prior ulnar nerve transposition and prior extensive open procedures [5].
  • Elbow arthroscopy is technically demanding, and several neurovascular structures that are at risk during the procedure include the radial, ulnar, and median nerves [36].
  • The radial nerve is at greatest risk during arthroscopic capsular release, followed by the ulnar and median nerves [68].
  • Strategies to protect neurovascular structures during arthroscopic capsular release include insufflating the joint before establishing portals, using proximally positioned medial and lateral portals in the anterior compartment, keeping the elbow flexed when establishing anterior portals, using retractors during débridement and capsulotomy, releasing the anterior capsule proximally, and avoiding cautery and shavers in the posterior medial gutter [68].

Joint-Sparing Procedures: Open

  • Capsulectomy and debridement for primary osteoarthritis of the elbow through a medial trans-flexor approach is associated with a low rate of complications and is safe and effective [2].
  • The medial approach is effective for the treatment of advanced primary osteoarthritis of the elbow, especially in patients with ulnar nerve symptoms as well as medial osteophytes [16].
  • The Outerbridge-Kashiwagi (OK) procedure is an effective and safe way of treating both posttraumatic arthritis and osteoarthritis of the elbow [21].
  • Both open elbow debridement and the OK procedure had excellent survivorship until conversion to total elbow arthroplasty and are viable options in the treatment of primary elbow osteoarthritis and post-traumatic cases [17].
  • Open and arthroscopic debridement procedures seem to be safe and effective in the treatment of elbow OA [32].
  • In the Outerbridge-Kashiwagi procedure, the olecranon fossa is trephinated and osteophytes are removed [5].
  • Either a medial or lateral column approach can be used for open débridement, loose body removal, osteophyte resection, and capsulectomy depending upon the location of the pathology and concomitant procedures to be performed [5].
  • The open lateral column (Morrey) approach is indicated for extrinsic and/or intrinsic contracture that has failed nonsurgical treatment and must be combined with a medial release when severe loss of flexion is noted [68].
  • The open medial “over the top” (Hotchkiss) approach is indicated for patients with extrinsic contractures, associated medial side heterotopic ossification, ulnar neuropathy, and/or preoperative flexion limited to 90° to 100° [68].
  • A combined approach is indicated for cases of significant elbow stiffness in which a unilateral approach is inadequate for complete elbow release, cases in which previous hardware removal is necessary, and select cases with medial and lateral heterotopic ossification [68].
  • Open debridement and radiocapitellar replacement (LRE) was performed in 24 patients with primary or post-traumatic arthritis of the elbow, with 19 total LRE and 5 hemi-LRE procedures [27].

Adjunctive Procedures

  • Ulnar nerve transposition and release of the posterior bundle of the medial collateral ligament (MCL) should be considered for patients who have less than 90° to 100° of elbow flexion [5].
  • Ulnar nerve decompression/transposition and release of the posterior bundle of the MCL should be considered for patients who have less than 90° to 100° of elbow flexion [36].
  • If the elbow has less than 90° to 100° of flexion, the posteromedial band of the MCL and the posterior capsule are released to restore flexion, and ulnar nerve decompression or transposition should be considered [68].

Advanced and Salvage Procedures

  • Total elbow arthroplasty is best reserved for low demand, elderly patients who will be able to comply with the 5-lb weightlifting restriction imposed postoperatively to protect the implants from bearing wear, hardware loosening, or failure [71].
  • Interposition arthroplasty is considered for intrinsic contractures in young patients (20 to 50 years) with articular cartilage destruction in whom the anatomic architecture of the distal humerus and proximal ulna are relatively preserved [68].
  • Elbow arthrodesis is reserved for patients with painful arthritis who are not candidates for total elbow arthroplasty, especially individuals who place high demands on the upper extremities, such as manual laborers [70].
  • Elbow arthrodesis is also indicated for persistent infection, including tuberculosis, and massive upper extremity trauma seen on the battlefield [70].
  • For unilateral arthrodesis of the elbow, a position of 90 to 100 degrees of flexion is desirable to provide the most powerful grip strength [70].
  • Bilateral elbow arthrodesis rarely is indicated because of resultant functional limitations [70].
  • If bilateral elbow arthrodesis is indicated, one elbow should be placed in 110 to 120 degrees of flexion to permit the patient to reach the mouth, and the other should be placed in 45 to 65 degrees to aid in personal hygiene [70].

Complications

  • Deep infections in the elbow are more common than in other joints treated arthroscopically, with a rate of 0.8% to 2.2% [5].
  • Infection can manifest as superficial minor wound complications or deep infection [5].
  • Infection is related to intraoperative corticosteroid injections [5].
  • Transient nerve palsies complicate 1% to 3% of cases [5].
  • Radial and ulnar nerve palsies are the most common transient nerve palsies following elbow osteoarthritis treatment [5].
  • Total elbow arthroplasty is associated with substantial complication and reoperation rates [60].

Recovery

Nonoperative Management

  • Rest, NSAIDs, corticosteroid injections, and activity modification are the mainstays of nonsurgical treatment [5].

Surgical Outcomes and Survivorship

  • Elbow arthroscopic osteocapsular arthroplasty is a safe and efficacious treatment for patients with mild to moderate osteoarthritis [4].
  • Patients with either posttraumatic or primary degenerative osteoarthritis can expect satisfactory elbow function and an improvement in pain with little chance of reoperation at the midterm of the follow-up duration after arthroscopic elbow debridement [15].
  • Both open elbow debridement and the Outerbridge-Kashiwagi procedure had excellent survivorship until conversion to total elbow arthroplasty and are viable options in the treatment of primary elbow osteoarthritis and post-traumatic cases [17].
  • Serial assessment of patients with primary elbow osteoarthritis who underwent arthroscopic osteocapsular arthroplasty showed that clinical outcomes improved from preoperative assessment to short- and medium-term follow-up, although range of motion decreased between short- and medium-term follow-up [37].

Treatment Goals

Key Evidence

  • [L5] Nonoperative treatment remains the first step in the early management of elbow osteoarthritis. [1] (10.2106/jbjs.e.00568)
  • [L4] This approach is associated with a low rate of complications and is safe and effective for the treatment of primary osteoarthritis of the elbow. [2] (10.1016/j.jhsa.2011.07.018)
  • [L4] The goal of treatment is to obtain a low level of pain with sufficient motion range to ensure good function, while preserving future surgical options and delaying elbow arthroplasty to the extent possible. [3] (10.1016/j.otsr.2013.11.004)
  • [L4] Elbow AOA is a safe, efficacious treatment for patients with mild to moderate osteoarthritis. [4] (10.1016/j.jhsa.2015.11.018)
  • [L5] [6] (10.1016/j.jhsa.2022.12.014)
  • [L4] The study recommends this technique in the surgical management of patients with osteoarthritis of the elbow. [7] (10.1302/0301-620x.96b2.30714)
  • [L3] The prevalence of primary elbow osteoarthritis in Japanese subjects aged 50-89 years was 25.2%, with most cases being asymptomatic. [8] (10.1016/j.jse.2021.07.015)
  • [L4] This minimally invasive technique provides good short-term outcomes in primary elbow osteoarthritis and is associated with a low complication rate. [9] (10.1016/j.otsr.2019.09.003)
  • [L1] Elbow arthroscopic debridement for primary degenerative osteoarthritis results in statistically significant and clinically relevant improvement in elbow range of motion and clinical outcomes with low complication and reoperation rates. [10] (10.1016/j.arthro.2017.08.247)
  • [L5] Surgical treatment for elbow arthritis is based on disease etiology, severity of degeneration, and patient age. [11] (10.1016/j.jhsa.2007.12.022)
  • [L3] [12] (10.1177/17585732251327183)
  • [L4] [13] (10.1016/j.jse.2007.03.014)
  • [L3] Patients with either pathology can expect satisfactory elbow function and an improvement in pain with little chance of reoperation at the midterm of the follow-up duration. [15] (10.1016/j.jseint.2021.07.018)
  • [L4] The medial approach is effective for the treatment of advanced primary osteoarthritis of the elbow, especially in patients with ulnar nerve symptoms as well as medial osteophytes. [16] (10.2106/jbjs.d.02684)
  • [L4] Both open elbow debridement and the OK procedure had excellent survivorship until conversion to total elbow arthroplasty and are viable options in the treatment of primary elbow osteoarthritis and post-traumatic cases. [17] (10.1016/j.jse.2022.01.138)
  • [L4] The OK procedure is an effective and safe way of treating both posttraumatic arthritis and osteoarthritis of the elbow. [21] (10.1016/j.jse.2015.11.052)
  • [L5] The appropriate treatment for elbow arthritis depends on the etiology, severity, patient age, and functional demands. [22] (10.1016/j.jhsa.2009.02.019)
  • [L4] Arthroscopic osteocapsular arthroplasty can be recommended for its favorable overall treatment outcomes for elbow osteoarthritis. [23] (10.1016/j.jse.2019.09.036)
  • [L4] Primary osteoarthritis of the elbow is unique due to relative preservation of articular cartilage and maintenance of joint space with hypertrophic osteophyte formation. [25] (10.5435/00124635-200802000-00005)
  • [L4] [27] (10.1016/j.jse.2011.08.071)
  • [L3] Both the BM and HR classification systems demonstrated substantial intraobserver and interobserver reliability for evaluating radiographic severity of post-traumatic arthritis and primary osteoarthritis of the elbow. [28] (10.1016/j.jse.2014.10.015)
  • [L3] The prevalence of elbow OA was 55.0% in respondents aged 40 years or older, with a symptomatic prevalence of 22.6%; older age, male sex, and a history of elbow trauma were identified as significant risk factors. [31] (10.1016/j.jse.2018.02.049)
  • [L5] However, from the data we obtained the open and arthroscopic debridement procedures seem to be safe and effective in the treatment of elbow OA. [32] (10.1186/s12891-018-2318-x)
  • [L4] CT-based staging system was highly reproducible and clinically feasible, compared with previous plain radiograph-based staging systems, for elbow osteoarthritis. [34] (10.1016/j.joca.2019.03.004)
  • [L5] Treatment of elbow arthritis must be individualized based on etiology, severity, patient age, and functional demands; nonsurgical management may provide relief in early stages, while surgical options range from arthroscopic debridement for pain at motion extremes to total elbow arthroplasty for pain throughout the arc of motion. [35] (10.1016/j.jhsa.2012.12.037)
  • [L4] Serial assessment of patients with primary elbow OA who underwent arthroscopic OCA showed that the clinical outcomes improved from preoperative assessment to short- and medium-term follow-up, although ROM decreased between short- and medium-term follow-up. [37] (10.1177/23259671231162398)
  • [L2] Osteocapsular debridement is an effective surgical treatment option for patients with symptomatic primary elbow osteoarthritis who have failed conservative management. [38] (10.1016/j.jse.2020.01.060)
  • [L4] Surgical options must be tailored to cartilage integrity and bone structure, with total elbow arthroplasty generally avoided in young, active patients due to poor durability. [44] (10.1016/j.jhsg.2025.100736)
  • [L4] These results can be used as an index to determine the osteophytes to be removed during arthroscopic surgery for elbow osteoarthritis. [46] (10.1016/j.jseint.2026.101667)
  • [L4] Three-dimensional computational models identified the locations and volumes of bony impingement in patients with osteoarthritis of the elbow and highlighted unique regions of impingement, such as between the radial head and a posterior capitellar osteophyte in extension. [49] (10.1016/j.jhsa.2013.03.035)
  • [L3] The bony landmarks classification system effectively delineated osteophyte distribution in elbow patients. [56] (10.1186/s13018-025-06145-9)
  • [L4] Total elbow arthroplasty remains associated with substantial complication and reoperation rates. [60] (10.1016/j.jhsg.2026.100981)
  • [L3] Arthroscopic treatment of elbow osteoarthritis significantly improved 6-month clinical results for functional scores, pain, strength and range of motion. [61] (10.1016/j.otsr.2019.09.002)
  • [L1] Surgical debridement is an effective treatment for the disabling symptoms of primary elbow OA with an acceptable complication rate. [63] (10.1302/2058-5241.5.190095)
  • [L4] Arthroscopic debridement for elbow osteoarthritis provides satisfactory pain relief, improvement of elbow motion, and good functional outcome. [64] (10.1016/j.jse.2014.01.009)
  • [L4] Arthroscopic debridement for the elbow osteoarthritis provided satisfactory pain relief, improvement of elbow motion, and good functional outcome. [67] (10.1016/s0363-5023(11)60056-7)
  • [L4] Both systems can reliably be used to evaluate rheumatoid arthritis of the elbow by observers of varying training levels. [74] (10.1016/j.jse.2016.07.074)
  • [L3] [80] (10.1016/j.jhsa.2011.12.043)
  • [L3] Osteophytic change occurs predominantly in the ulnohumeral compartment of the elbow, whereas joint space narrowing more frequently affects the radiocapitellar articulation. [87] (10.1016/j.jse.2006.08.005)
  • [L1] CT has greater sensitivity than radiographs for the detection of osteophytes and loose bodies in primary elbow osteoarthritis. [94] (10.1016/j.jse.2021.04.001)
  • [L5] [95] (10.1007/s00167-015-3518-7)

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