Skip to main content
OrthoVellum
Knowledge Hub

Study

  • Topics
  • MCQs
  • ISAWE
  • Operative Surgery
  • Flashcards

Company

  • About Us
  • Editorial Policy
  • Contact
  • FAQ
  • Blog

Legal

  • Terms of Service
  • Privacy Policy
  • Cookie Policy
  • Medical Disclaimer
  • Copyright & DMCA
  • Refund Policy

Support

  • Help Center
  • Accessibility
  • Report an Issue
OrthoVellum

© 2026 OrthoVellum. For educational purposes only.

Not affiliated with the Royal Australasian College of Surgeons.

Shoulder Arthroplasty Anatomy

Back to Topics
Contents
0%

Shoulder Arthroplasty Anatomy

Comprehensive surgical anatomy for shoulder arthroplasty including neurovascular structures at risk, deltopectoral approach, rotator cuff anatomy, and critical anatomical relationships

complete
Updated: 2025-12-17
High Yield Overview

SHOULDER ARTHROPLASTY ANATOMY

Deltopectoral Approach | Neurovascular Structures at Risk | Rotator Cuff Relationships | Glenoid Exposure

4Major nerves at risk
2-3 cmSafe zone axillary nerve
5Key muscles for approach
0-5°Glenoid retroversion normal

Key Anatomical Zones

Superficial
PatternDeltoid-pectoralis interval
TreatmentIdentify cephalic vein
Intermediate
PatternCoracoid to subscapularis
TreatmentProtect musculocutaneous nerve
Deep
PatternRotator cuff to glenoid
TreatmentIdentify axillary nerve

Critical Must-Knows

  • Axillary nerve lies 5-7 cm inferior to acromion, vulnerable during inferior capsule release
  • Musculocutaneous nerve enters coracobrachialis 3-8 cm from coracoid tip
  • Cephalic vein runs in deltopectoral groove - ligate laterally or retract medially
  • Subscapularis can be released via tenotomy, peel, or lesser tuberosity osteotomy
  • Posterior glenoid exposure requires complete anterior capsule release and careful retraction

Examiner's Pearls

  • "
    Three critical nerves: axillary (inferior), musculocutaneous (medial), suprascapular (posterior)
  • "
    Deltopectoral interval is internervous and intermuscular - theoretically atraumatic
  • "
    Ascending branch of anterior humeral circumflex artery requires ligation during approach
  • "
    Humeral version averages 30 degrees retroversion relative to transepicondylar axis

Clinical Imaging

Imaging Gallery

4-panel CT showing glenoid component positioning parameters (version, inclination, rotation, AP offset)
Click to expand
4-panel CT showing glenoid component positioning parameters (version, inclination, rotation, AP offset)Credit: Gregory TM et al., PLoS ONE via Open-i (NIH) - PMC3793002 (CC-BY)
3-panel CT showing humeral head component positioning parameters (position, retroversion)
Click to expand
3-panel CT showing humeral head component positioning parameters (position, retroversion)Credit: Gregory TM et al., PLoS ONE via Open-i (NIH) - PMC3793002 (CC-BY)
CT with Mole Score zones (1-6) for glenoid radiolucent line assessment
Click to expand
CT with Mole Score zones (1-6) for glenoid radiolucent line assessmentCredit: Gregory TM et al., PLoS ONE via Open-i (NIH) - PMC3793002 (CC-BY)
3D reconstruction showing reverse shoulder metaglene positioning parameters (V, H, α angle)
Click to expand
3D reconstruction showing reverse shoulder metaglene positioning parameters (V, H, α angle)Credit: Smith T et al., Int J Shoulder Surg via Open-i (NIH) - PMC4639998 (CC-BY)

Critical Shoulder Arthroplasty Anatomy Exam Points

Nerve Injury Risk

Axillary nerve is most at risk during inferior capsule release and glenoid retraction. Lies 5-7 cm from acromion, travels with posterior humeral circumflex artery through quadrangular space. Test deltoid function postoperatively.

Deltopectoral Approach

Internervous plane between deltoid (axillary nerve) and pectoralis major (medial and lateral pectoral nerves). Cephalic vein marks the interval - can ligate lateral branches or retract medially with pectoralis.

Subscapularis Management

Three release techniques: subscapularis tenotomy (1 cm medial to insertion), subscapularis peel (partial thickness from tuberosity), or lesser tuberosity osteotomy (preserves tendon-bone healing). Each has specific repair requirements.

Glenoid Version

Normal glenoid retroversion 0-5 degrees. Excessive retroversion (over 10 degrees) requires reaming strategy to restore neutral version or component augmentation. Critical for implant stability and avoiding posterior instability.

Quick Decision Guide - Shoulder Arthroplasty Anatomy

Anatomical RegionKey StructureClinical SignificanceProtection Strategy
Deltopectoral intervalCephalic veinMarks surgical planeLigate lateral branches or retract medially
Subscapularis regionMusculocutaneous nerveEnters coracobrachialis 3-8 cm from coracoidAvoid excessive medial retraction, stay above inferior border conjoint tendon
Inferior capsuleAxillary nerveTravels through quadrangular space 5-7 cm from acromionRelease capsule under direct vision, use blunt dissection inferior to subscapularis
Posterior glenoidSuprascapular nerveAt spinoglenoid notch posterior to glenoidLimit posterior retraction, avoid superior-posterior retractor placement

Mnemonics for Shoulder Arthroplasty Anatomy

Mnemonic

AMUSNerves at Risk During Shoulder Arthroplasty

A
Axillary nerve
Inferior capsule release - 5-7 cm from acromion, quadrangular space
M
Musculocutaneous nerve
Medial retraction - enters coracobrachialis 3-8 cm from coracoid
U
UlnaR nerve (radial)
Humeral shaft preparation - stay on bone, avoid spiral groove
S
Suprascapular nerve
Posterior glenoid retraction - spinoglenoid notch

Memory Hook:AMUS - All Must be Understood and Safe before arthroplasty proceeds!

Mnemonic

SCARFDeltopectoral Approach Layers

S
Skin and subcutaneous tissue
Incision from coracoid toward deltoid insertion
C
Cephalic vein identification
Marks deltopectoral interval - ligate or retract
A
Anterior deltoid retraction
Lateral retraction preserves axillary nerve
R
Rotator interval opening
Between supraspinatus and subscapularis
F
Final subscapularis release
Tenotomy, peel, or osteotomy technique

Memory Hook:SCARF - Surgical Craft Achieves Reliable Function through proper layered dissection!

Mnemonic

TOPSubscapularis Release Options

T
Tenotomy
Release 1 cm medial to insertion, preserve 1-2 cm cuff on tuberosity
O
Osteotomy
Lesser tuberosity osteotomy preserves bone-tendon unit
P
Peel
Partial-thickness release from tuberosity, capsule remains

Memory Hook:TOP - Three Options for Protection and repair of subscapularis!

Mnemonic

TILTQuadrangular Space Boundaries

T
Teres minor
Superior border of quadrangular space
I
Inferior - teres major
Inferior border of space
L
Lateral - surgical neck humerus
Lateral boundary
T
Triceps long head
Medial border of space

Memory Hook:TILT - The space TILTs posteriorly, containing axillary nerve and posterior humeral circumflex artery!

Overview and Clinical Significance

Why Shoulder Arthroplasty Anatomy Matters

Shoulder arthroplasty demands precise anatomical knowledge due to the concentration of critical neurovascular structures within a limited surgical field. Unlike hip arthroplasty where the sciatic nerve is the primary concern, shoulder replacement requires awareness of four major nerves (axillary, musculocutaneous, suprascapular, and radial) and complex rotator cuff anatomy that must be preserved or repaired. The deltopectoral approach provides excellent exposure but requires careful dissection through multiple tissue planes. Understanding native glenoid and humeral version is essential for component positioning and preventing instability. Mastery of this anatomy reduces neurological complications (reported at 1-4 percent in most series) and improves functional outcomes.

Surgical Anatomy Goals

  • Safe extensile exposure through internervous plane
  • Protection of axillary nerve during capsule release
  • Subscapularis preservation or secure repair
  • Glenoid visualization without nerve traction injury
  • Humeral canal preparation without radial nerve injury
  • Restoration of anatomic version relationships

Understanding these principles guides decision-making during complex arthroplasty cases.

Clinical Impact

  • Nerve injuries occur in 1-4 percent of cases
  • Axillary nerve most common (0.6-4 percent)
  • Musculocutaneous injury from medial retraction (0.3-1 percent)
  • Subscapularis failure causes anterior instability (2-10 percent)
  • Excessive glenoid retroversion leads to posterior instability
  • Version restoration critical for implant longevity

Poor anatomical understanding increases complication risk significantly.

Bony Anatomy and Landmarks

Scapular Anatomy

Glenoid

  • Shape: Pear-shaped, wider inferiorly
  • Version: 0-5 degrees retroversion normal
  • Inclination: 5 degrees superior tilt
  • Depth: Shallow socket, 25-30 mm diameter
  • Articular arc: 75 percent of humeral head
  • Bone density: Subchondral bone critical for fixation

Glenoid morphology varies with pathology - erosion patterns guide component selection.

Coracoid Process

  • Projection: Anterolateral from superior scapula
  • Attachments: Conjoint tendon (short head biceps and coracobrachialis)
  • Landmark: Musculocutaneous nerve enters coracobrachialis 3-8 cm from tip
  • Ligaments: Coracoacromial, coracoclavicular, coracohumeral
  • Importance: Reference for nerve protection, retractor placement

The coracoid is the key medial landmark during deltopectoral approach.

Humeral Anatomy

Humeral Anatomical Relationships

RegionKey FeatureMeasurementClinical Significance
Humeral headArticular surface130-150 degree neck-shaft angleComponent position affects ROM and stability
RetroversionHead relative to epicondyles20-40 degrees (average 30)Restore native version to prevent instability
Greater tuberositySupraspinatus, infraspinatus, teres minor insertion5-8 mm superior to articular marginTuberosity malposition causes impingement
Lesser tuberositySubscapularis insertion1 cm medial widthOsteotomy site preserves tendon-bone healing
Bicipital grooveLong head bicepsBetween tuberositiesLandmark for version, protect during exposure

Glenoid Version Measurement

Measuring glenoid version is critical for component positioning. Use CT with Friedman or scapular body method. Normal version is 0-5 degrees retroversion. Pathologic retroversion (over 10 degrees) occurs with posterior glenoid wear from cuff tear arthropathy or longstanding posterior instability. Options to correct version: eccentric reaming (limited to 10 degrees correction), augmented components, or bone grafting. Failure to restore version leads to component failure and instability.

Rotator Cuff Anatomy

Rotator Cuff Cable System

Anterior Cuff - Subscapularis

  • Origin: Subscapular fossa of scapula
  • Insertion: Lesser tuberosity of humerus
  • Function: Internal rotation, anterior stability
  • Nerve: Upper and lower subscapular nerves (C5-C6)
  • Layers: Upper third superior, middle third horizontal, lower third inferior fibers
  • Release: Must be released or osteotomized for humeral exposure

The subscapularis is the most important muscle for anterior stability and internal rotation.

Superior Cuff - Supraspinatus

  • Origin: Supraspinatus fossa
  • Insertion: Superior facet greater tuberosity
  • Function: Abduction initiation (first 15 degrees), humeral head depression
  • Nerve: Suprascapular nerve (C5-C6)
  • Tendon: Courses under coracoacromial arch
  • Exposure: Rotator interval between subscapularis and supraspinatus

Rarely released during arthroplasty but critical for reverse shoulder function.

Posterior Cuff - Infraspinatus and Teres Minor

  • Infraspinatus: Infraspinatus fossa to middle/superior greater tuberosity
  • Teres minor: Lateral scapular border to inferior greater tuberosity
  • Function: External rotation, posterior stability
  • Nerves: Suprascapular (infraspinatus), axillary (teres minor)
  • Quadrangular space: Between teres minor and major (axillary nerve)

Posterior cuff rarely requires release but can be split for posterior approach.

Rotator Interval

  • Boundaries: Superior border subscapularis, anterior edge supraspinatus
  • Contents: Coracohumeral ligament, superior glenohumeral ligament, long head biceps
  • Floor: Anterior superior capsule
  • Importance: Opened first during deltopectoral approach to access joint
  • Release: Improves external rotation in stiff shoulders

The rotator interval is the key to safe joint access during anterior approach.

Subscapularis Release Techniques Comparison

TechniqueMethodAdvantagesDisadvantages
Subscapularis tenotomyRelease 1 cm medial to insertion, preserve cuff on boneEasier exposure, faster, allows repair to bonePotential weakness, 5-10 percent failure rate
Lesser tuberosity osteotomyOsteotomize tuberosity with subscapularis attachedBone-bone healing, strongest repair, lower failureTechnical demand, tuberosity malunion/nonunion risk
Subscapularis peelPartial thickness peel from tuberosity, leave capsulePreserves some insertion, middle groundUnclear biomechanics, healing variable

Neurovascular Anatomy - Critical Structures

Nerves at Risk

Axillary Nerve - Highest Risk During Arthroplasty

Anatomy:

  • Origin: Posterior cord of brachial plexus (C5-C6)
  • Course: Exits axilla through quadrangular space with posterior humeral circumflex artery
  • Quadrangular space boundaries: Teres minor (superior), teres major (inferior), long head triceps (medial), surgical neck humerus (lateral)
  • Branches: Anterior (to anterior/middle deltoid), posterior (to posterior deltoid and teres minor), superior lateral cutaneous nerve of arm

Location relative to landmarks:

  • 5-7 cm inferior to acromion along lateral shoulder
  • Wraps around surgical neck of humerus posteriorly
  • At risk during inferior capsule release and glenoid retraction

Protection strategies:

  • Release inferior capsule under direct vision
  • Use blunt dissection inferior to subscapularis
  • Avoid inferior retractors placed blindly
  • Limit inferior translation during glenoid exposure
  • Test deltoid function immediately postoperatively

Injury consequences:

  • Deltoid paralysis (loss of abduction beyond 15 degrees)
  • Teres minor weakness (external rotation)
  • Sensory loss over lateral shoulder (regimental badge area)
  • Usually neurapraxia, recovers in 3-6 months

Understanding axillary nerve anatomy is mandatory for safe shoulder arthroplasty.

Musculocutaneous Nerve - Medial Retraction Risk

Anatomy:

  • Origin: Lateral cord of brachial plexus (C5-C7)
  • Course: Travels between pectoralis minor and subscapularis, enters coracobrachialis 3-8 cm from coracoid tip (average 5.4 cm)
  • Innervation: Coracobrachialis, biceps brachii, brachialis
  • Termination: Becomes lateral antebrachial cutaneous nerve at elbow

At risk during:

  • Excessive medial retraction of conjoint tendon
  • Subscapularis release extending too far medially
  • Coracoid fracture or transfer procedures

Protection strategies:

  • Limit medial retraction of conjoint tendon
  • Stay superior to inferior border of subscapularis
  • Avoid dissection greater than 5 cm medial to coracoid
  • Use self-retaining retractors carefully

Injury consequences:

  • Biceps weakness (elbow flexion, supination)
  • Sensory loss over lateral forearm
  • Usually recovers with conservative management

The musculocutaneous nerve injury is preventable with proper retractor placement.

Suprascapular Nerve - Posterior Glenoid Exposure Risk

Anatomy:

  • Origin: Upper trunk brachial plexus (C5-C6)
  • Course: Travels through suprascapular notch (under superior transverse scapular ligament), along floor of supraspinatus fossa, around spine of scapula through spinoglenoid notch to infraspinatus fossa
  • Innervation: Supraspinatus, infraspinatus (no sensory component)
  • Fixed points: Suprascapular notch, spinoglenoid notch (traction vulnerable)

At risk during:

  • Posterior glenoid retraction for exposure
  • Superior-posterior retractor placement
  • Excessive traction on posterior capsule

Protection strategies:

  • Limit posterior retraction duration
  • Avoid superior-posterior retractor placement at glenoid rim
  • Release posterior capsule completely before retraction
  • Recognize anatomic variation in notch anatomy

Injury consequences:

  • Supraspinatus and infraspinatus atrophy
  • Weakness in abduction and external rotation
  • Can mimic rotator cuff tear postoperatively
  • Consider nerve decompression if no recovery by 6 months

Awareness of the suprascapular nerve prevents posterior retraction injury.

Radial Nerve - Humeral Canal Preparation Risk

Anatomy:

  • Origin: Posterior cord (C5-T1)
  • Course: Travels posteriorly behind humerus in spiral groove (10-14 cm distal to surgical neck, 20 cm from acromion)
  • Branches: Motor to triceps, brachioradialis, wrist/finger extensors; sensory to posterior arm and forearm
  • Radial groove location: Posterior aspect mid-shaft humerus

At risk during:

  • Humeral canal preparation with reamers or broaches
  • Perforation of anterior cortex during stemmed component insertion
  • Fracture during broaching in osteoporotic bone

Protection strategies:

  • Stay centered in humeral canal
  • Use line of humeral shaft as guide
  • Avoid anterior cortex perforation
  • Gentle broaching in osteoporotic bone
  • Consider cementless short stem to avoid distal canal violation

Injury consequences:

  • Wrist drop (inability to extend wrist/fingers)
  • Sensory loss over dorsum of hand
  • Requires nerve exploration if complete palsy

The radial nerve is protected by careful humeral preparation and staying intramedullary.

Nerve Injury Prevention - Golden Rules

Four golden rules to prevent nerve injury during shoulder arthroplasty:

  1. Axillary nerve: Release inferior capsule under direct vision, avoid blind inferior retractors, stay greater than 5 cm from acromion inferiorly
  2. Musculocutaneous nerve: Limit medial retraction, stay above inferior subscapularis border, avoid dissection greater than 5 cm from coracoid
  3. Suprascapular nerve: Minimize posterior retraction duration and force, avoid superior-posterior retractor at glenoid rim, release posterior capsule fully
  4. Radial nerve: Stay centered in humeral canal, protect anterior cortex, use gentle technique in osteoporotic bone

Testing nerve function immediately postoperatively identifies injury early and guides management.

Vascular Anatomy

Key Vascular Structures

VesselCourseSignificanceManagement
Axillary arteryMedial to surgical field, behind pectoralis minorMain blood supply to arm, rarely at riskAvoid excessive medial dissection deep to conjoint tendon
Anterior humeral circumflexAscends in bicipital groove, gives ascending branchRequires ligation during deltopectoral approachLigate ascending branch at superior border pectoralis major
Posterior humeral circumflexTravels with axillary nerve through quadrangular spaceAt risk during inferior capsule releaseProtected by protecting axillary nerve
Cephalic veinRuns in deltopectoral grooveMarks surgical intervalLigate lateral branches and retract medially, or ligate vein and retract laterally

Deltopectoral Approach - Step by Step

Surface Anatomy and Incision Planning

Key landmarks:

  • Coracoid process: Palpable anteromedial, 2-3 cm medial and inferior to AC joint
  • Acromion: Lateral shoulder prominence
  • Clavicle: Superior reference
  • Deltopectoral groove: Visible as depression, runs from clavicle toward deltoid insertion
  • Axillary fold: Inferior limit of exposure

Incision:

  • Start: Coracoid process
  • Direction: Oblique toward lateral edge of acromion, then distally along deltopectoral groove
  • Extend: To deltoid insertion if needed (10-15 cm total length for standard arthroplasty)
  • Curve: Gentle curve following natural skin lines for better scar

Skin and subcutaneous dissection:

  • Incise skin and subcutaneous fat to deltopectoral fascia
  • Identify cephalic vein in groove (60-70 percent of cases visible)
  • Mobilize vein: Ligate lateral branches and retract medially with pectoralis OR ligate vein and retract laterally with deltoid

The deltopectoral approach is internervous and provides excellent extensile exposure.

Deltopectoral Interval - Internervous Plane

Anatomical basis:

  • Deltoid: Innervated by axillary nerve (C5-C6)
  • Pectoralis major: Innervated by medial and lateral pectoral nerves (C5-T1)
  • Interval: True internervous and intermuscular plane

Deep dissection:

  • Identify clavipectoral fascia deep to pectoralis major
  • Release clavipectoral fascia along lateral border pectoralis (preserves medial pectoral neurovascular bundle)
  • Ascending branch anterior humeral circumflex artery: Encountered at superior border pectoralis major, requires ligation
  • Retract pectoralis medially, deltoid laterally
  • Expose: Coracoid, conjoint tendon, subscapularis, anterior shoulder capsule

Retractor placement:

  • Self-retaining retractor between deltoid and pectoralis
  • Medial retractor: Superior to inferior border conjoint tendon to protect musculocutaneous nerve
  • Lateral retractor: On deltoid without excessive tension
  • Avoid inferior retractors until capsule released (axillary nerve protection)

Proper interval development provides wide exposure without nerve injury.

Rotator Interval and Subscapularis

Rotator interval opening:

  • Identify: Space between supraspinatus (superior) and subscapularis (inferior)
  • Contents: Coracohumeral ligament, superior glenohumeral ligament, long head biceps tendon
  • Release: Incise interval tissues, preserve long head biceps initially
  • Effect: Improves external rotation, allows access to anterior capsule

Long head biceps management:

  • Inspect: Assess for degeneration, subluxation, tearing
  • Options:
    • Preserve if healthy (infrequent)
    • Tenotomy at origin (most common) - release close to labrum
    • Tenodesis to bicipital groove or conjoint tendon (if young, active patient)
  • Decision: Most surgeons perform routine tenotomy during arthroplasty

Subscapularis release options (choose one):

  1. Subscapularis tenotomy:

    • Release tendon 1-2 cm medial to lesser tuberosity insertion
    • Preserve 5-10 mm cuff of tissue on tuberosity for repair
    • Release continues inferiorly to 6 o'clock position
    • Identify and protect axillary nerve inferior
  2. Lesser tuberosity osteotomy:

    • Mark 5-8 mm medial to articular margin
    • Use osteotome or saw to create 1 cm thick wafer
    • Include subscapularis insertion on bone
    • Repair with suture anchors or screws through bone
  3. Subscapularis peel:

    • Partial thickness release from tuberosity
    • Leave deeper capsular fibers attached
    • Less common, healing biology unclear

Capsule release:

  • Incise anterior capsule vertically along humeral insertion
  • Release inferior capsule carefully under direct vision (axillary nerve 5 cm inferior to acromion)
  • Posterior capsule release improves glenoid exposure
  • Place humeral head retractor to displace head posteriorly

Subscapularis management is the most critical decision during approach.

Glenoid Exposure and Protection

Humeral displacement:

  • External rotation and posterior translation of humeral head
  • Place posterior humeral head retractor (Fukuda-type)
  • Blunt retractor on glenoid rim (avoid bone or sutures through labrum damaging suprascapular nerve)

Capsule release for glenoid visualization:

  • Complete anterior capsule release
  • Inferior capsule to 6 o'clock (protect axillary nerve)
  • Posterior capsule release improves exposure of posterior glenoid (at risk for suprascapular nerve with excessive retraction)
  • Superior release less critical

Labrum management:

  • Excise labrum completely for glenoid preparation
  • Preserve for anchor placement if needed (reverse shoulder)
  • Send for culture if concerned about infection

Retractor placement:

  • Anterior retractor on anterior glenoid rim
  • Inferior blunt retractor on inferior scapular neck (NOT on inferior capsule where axillary nerve travels)
  • Posterior retractor on posterior glenoid rim (limit force and duration to protect suprascapular nerve)
  • Superior retractor rarely needed

Improving exposure:

  • Complete subscapularis release
  • Full capsular release
  • External rotation arm
  • Extend inferior release (with caution)
  • Consider removing humeral head cut first to decompress joint

Full glenoid exposure requires systematic capsule release and careful retraction.

Cephalic Vein Management Controversy

Two schools of thought on cephalic vein:

Retract medially with pectoralis (preferred by most):

  • Ligate only lateral branches entering deltoid
  • Preserves main vein drainage
  • Reduces postoperative swelling
  • Requires careful dissection

Ligate vein and retract laterally with deltoid:

  • Faster, simpler dissection
  • Ensures hemostasis
  • Collateral drainage adequate
  • Risk of increased swelling

Evidence: No significant difference in outcomes between techniques. Choose based on surgical preference and vein quality. If vein damaged during dissection, ligate completely.

Alternative Approaches

Shoulder Arthroplasty Approaches Comparison

ApproachIndicationAdvantagesDisadvantages
Deltopectoral (standard)Most shoulder arthroplasty casesExtensile, internervous, familiar anatomy, lower infectionSubscapularis must be released/repaired
Anterosuperior (Mackenzie)Subscapularis deficiency or reverse arthroplastyPreserves subscapularis, good superior exposureRisk to axillary nerve, limited inferior exposure
Superior (Neviaser)Selected reverse arthroplasty casesPreserves anterior and posterior cuffLimited exposure, supraspinatus release required, steep learning curve
PosteriorPosterior instability repair or revisionDirect posterior accessRequires prone position, limited anterior exposure

When to Consider Alternative Approach

Indications for non-deltopectoral approach:

  • Anterosuperior: Irreparable subscapularis deficiency, revision arthroplasty with subscapularis failure, reverse arthroplasty where subscapularis function less critical
  • Superior: Primary reverse arthroplasty in hands of experienced surgeon, desire to preserve anterior structures
  • Posterior: Posterior bone block for instability, posterior glenoid bone grafting, revision with posterior component removal

The deltopectoral approach remains gold standard for most cases due to extensile nature, internervous plane, familiar anatomy, and ability to extend proximally or distally as needed.

Subscapularis Repair

Subscapularis Tenotomy Repair

Repair after subscapularis tenotomy:

Preparation:

  • Mobilize subscapularis tendon medially to ensure tendon reaches lesser tuberosity without tension
  • Prepare bony bed on lesser tuberosity (remove soft tissue, create bleeding bone)
  • Place trial components and reduce joint to assess tension

Repair technique:

  • Suture anchors (most common):

    • Place 3-4 anchors in lesser tuberosity footprint
    • Use knotless or traditional anchors
    • Pass sutures through tendon using modified Mason-Allen or simple sutures
    • Secure with arm in neutral rotation (not external rotation - creates excessive tension)
  • Transosseous tunnels (alternative):

    • Drill tunnels from lesser tuberosity to lateral cortex
    • Pass nonabsorbable sutures through tendon and tunnels
    • Tie over bone bridge laterally

Augmentation:

  • Consider pectoralis major transfer if poor tissue quality
  • Use dermal allograft or synthetic patch for large defects (uncommon)

Testing:

  • Belly press test: Should have resistance at 20-30 degrees external rotation
  • Lag sign: Should be negative with intact repair

Tenotomy repair strength depends on bone quality and suture anchor fixation.

Lesser Tuberosity Osteotomy Repair

Repair after lesser tuberosity osteotomy:

Advantages:

  • Bone-to-bone healing (stronger, more reliable than tendon-bone)
  • Preserves native subscapularis anatomy
  • Lower failure rate (2-3 percent vs 5-10 percent for tenotomy)

Repair technique:

  • Suture anchors:

    • Place 2-3 anchors in medial trough
    • Pass sutures through drill holes in osteotomized tuberosity
    • Secure tuberosity fragment with horizontal mattress sutures
  • Screws (biomechanically strongest):

    • Use 3.5 mm or 4.0 mm cortical screws
    • Place 2-3 screws through tuberosity fragment into medial humeral shaft
    • Countersink screw heads to avoid impingement
    • Consider washers in osteoporotic bone
  • Heavy sutures alone:

    • #5 nonabsorbable suture through tuberosity and around humeral neck
    • Less rigid than screws but adequate if good bone

Risks:

  • Tuberosity malposition (proud or medial) causes impingement or weakness
  • Nonunion if inadequate fixation or osteoporotic bone (2-5 percent)
  • Screw prominence causing impingement

Osteotomy repair provides strongest biomechanical construct but requires technical precision.

Postoperative Protection of Subscapularis

Immobilization:

  • Sling in neutral to slight internal rotation for 4-6 weeks
  • Remove for hygiene and gentle pendulum exercises only
  • Avoid active or passive external rotation

Rehabilitation progression:

Phase 1 (0-6 weeks):

  • Sling immobilization
  • Passive forward elevation only
  • Gentle pendulum exercises
  • Elbow/wrist/hand ROM
  • NO external rotation (protects repair)

Phase 2 (6-12 weeks):

  • Wean from sling
  • Active-assisted ROM
  • Gradual external rotation to neutral (0 degrees) by 8 weeks
  • Light activities of daily living

Phase 3 (12+ weeks):

  • Progressive external rotation (full by 12-16 weeks)
  • Strengthening program
  • Return to unrestricted activities by 4-6 months

Clinical assessment of healing:

  • Belly press test negative by 12 weeks indicates healed repair
  • Persistent positive belly press suggests failure - consider MRI
  • Subscapularis failure causes anterior instability and decreased internal rotation

Protecting the subscapularis repair is critical to prevent anterior instability.

Anatomy

Key Anatomical Considerations for Shoulder Arthroplasty

Osseous Anatomy

  • Humeral head: 40-50mm diameter, 130-145° neck-shaft angle, 20-40° retroversion
  • Glenoid: Pear-shaped, 35mm height, 25mm width, 5-10° retroversion, 5° superior tilt
  • Glenoid vault: Central bone stock critical for baseplate fixation (depth 15-25mm)
  • Coracoid process: Reference landmark, 25mm medial to glenoid rim

Rotator Cuff Footprints

  • Supraspinatus: Superior facet of greater tuberosity
  • Infraspinatus: Middle facet of greater tuberosity
  • Teres minor: Inferior facet of greater tuberosity
  • Subscapularis: Lesser tuberosity (critical for TSA stability)

Neurovascular Structures at Risk

  • Axillary nerve: 5-7cm inferior to acromion, crosses anterior to subscapularis
  • Musculocutaneous nerve: Enters coracobrachialis 5-8cm distal to coracoid
  • Suprascapular nerve: At spinoglenoid notch, risk with posterior glenoid exposure

Advanced Anatomical Considerations

Version and Orientation

  • Normal glenoid retroversion: 0-7° (average 5°)
  • Pathologic retroversion greater than 15° requires correction or augment
  • Humeral retroversion: 20-40° (decreases with age)
  • Glenoid inclination: 5° superior tilt (alters RSA glenosphere position)

Bone Quality Considerations

  • Osteoporotic bone: Increased fracture risk, may need cemented fixation
  • Glenoid vault depth: Assess on CT for baseplate screw length
  • B2 glenoid (posterior erosion): Requires eccentric reaming or augment

Capsular Anatomy

  • Anterior capsule: Attached to glenoid labrum, provides anterior stability
  • Inferior capsule: Must release for exposure, risks axillary nerve
  • Rotator interval: Between supraspinatus and subscapularis, opened for exposure

Exam Viva Point

Safe zone for axillary nerve: Stays 5-7cm below the acromion at rest, moves closer with arm abduction. During inferior capsular release, stay on the capsule and avoid blind retractor placement below the glenoid rim.

Classification

Glenoid Morphology Classifications

Walch Classification (Glenoid Wear Patterns)

Walch Classification of Glenoid Morphology

TypeDescriptionImplications
A1Minor central erosion, concentric humeral headStandard glenoid component, no augment needed
A2Major central erosion, concentric humeral headMay need bone graft for central defect
B1Posterior subluxation, no erosionAsymmetric reaming, consider RSA
B2Posterior subluxation + biconcave posterior erosionPosterior augment or asymmetric reaming, RSA preferred
B3Monoconcave posterior erosion (retroversion greater than 15°)Posterior augment mandatory, bone graft, or RSA
CDysplastic glenoid (retroversion greater than 25°)RSA with augment or custom implant
DAnterior subluxation/erosionRare, anterior augment or RSA

Additional Classification Systems

Rotator Cuff Arthropathy - Hamada Classification

  • Grade 1: Acromiohumeral interval (AHI) greater than 6mm
  • Grade 2: AHI 5mm or less
  • Grade 3: Acetabularization of acromion
  • Grade 4A: Glenohumeral arthritis without acetabularization
  • Grade 4B: Glenohumeral arthritis with acetabularization
  • Grade 5: Humeral head collapse

Humeral Bone Loss Classification

  • Type 1: Minimal bone loss - standard component
  • Type 2: Metaphyseal deficiency - short metaphyseal stem
  • Type 3: Diaphyseal extension required - long stem
  • Type 4: Proximal humerus replacement needed

Exam Viva Point

Walch B2 glenoid is the most challenging for TSA. The biconcave erosion pattern with posterior humeral subluxation leads to eccentric loading and high glenoid loosening rates. Options: asymmetric reaming (limited correction), posterior augmented glenoid, or convert to RSA (increasingly preferred).

Clinical Correlations - Anatomical Injury Complications

ComplicationIncidenceCausePreventionManagement
Axillary nerve injury0.6-4%Inferior capsule release, retraction, tractionCareful inferior release, avoid blind retractors, limit tractionObservation 3-6 months (most recover), EMG at 6 weeks, consider exploration if no recovery
Musculocutaneous nerve injury0.3-1%Excessive medial retraction of conjoint tendonLimit medial retraction, stay above inferior subscapularisUsually recovers spontaneously, splint elbow in flexion initially
Suprascapular nerve injuryLess than 1%Posterior glenoid retraction, superior retractorLimit posterior retraction force and duration, avoid superior-posterior retractorsObservation, consider decompression at notch if no recovery 6-12 months
Subscapularis failure2-10%Poor tissue quality, inadequate repair, excessive tension, noncomplianceSecure repair technique, protect postoperatively, patient educationRevision repair if symptomatic instability, consider pectoralis major transfer
Vascular injury (axillary artery)Less than 0.1%Excessive medial dissection, fracture, cerclage wiresStay lateral, careful medial dissection, avoid cerclageImmediate vascular surgery consultation, repair or graft

Immediate Postoperative Nerve Assessment

Test nerve function in recovery room before regional anesthesia wears off:

  • Axillary nerve: Deltoid contraction (palpate muscle with abduction attempt), sensation over lateral shoulder
  • Musculocutaneous nerve: Biceps contraction with elbow flexion
  • Radial nerve: Wrist/finger extension
  • Suprascapular nerve: Cannot test acutely (motor only)

Document findings and compare to preoperative examination. If new deficit detected, determine if complete or partial. Most neurapraxias recover with observation, but early recognition guides patient counseling and follow-up planning.

Investigations

Preoperative Imaging for Anatomical Assessment

Plain Radiographs (Essential)

  • True AP (Grashey view): Joint space, humeral head position, glenoid wear
  • Axillary lateral: Glenoid version, posterior wear, subluxation
  • Scapular Y: Acromion morphology, os acromiale
  • Full-length humerus: For stem sizing in revision

CT Scan with 3D Reconstruction

  • Glenoid version and inclination measurement
  • Walch classification determination
  • Bone stock assessment for baseplate fixation
  • Glenoid vault depth and screw trajectory planning
  • 3D planning software for templating

MRI

  • Rotator cuff integrity (determines TSA vs RSA)
  • Fatty infiltration (Goutallier classification)
  • Muscle atrophy assessment

Advanced Imaging Considerations

CT-Based Preoperative Planning

  • Measure glenoid version: Normal 0-7° retroversion
  • Assess subluxation: Percentage of humeral head posterior to glenoid centerline
  • Plan correction strategy: Eccentric reaming vs augment
  • Virtual templating: Implant size, position, screw trajectories

MRI Findings Affecting Surgical Approach

  • Subscapularis tear: May need repair or alternative approach
  • Deltoid detachment: Contraindication to RSA
  • Fatty infiltration Goutallier 3-4: Irreversible, favors RSA

Special Considerations

  • Metal artifact reduction sequences if prior hardware
  • Ultrasound for dynamic subscapularis assessment
  • Nuclear medicine if infection suspected

Exam Viva Point

CT with 3D reconstruction is mandatory for preoperative planning. Key measurements: glenoid version (normal 0-7° retroversion), inclination, vault depth, and Walch classification. CT-based planning reduces component malposition and improves outcomes.

Management

Management Based on Anatomical Findings

Prosthesis Selection Based on Anatomy

Arthroplasty Type Selection Based on Anatomy

Anatomical FindingRecommended ApproachRationale
Intact rotator cuff + concentric glenoidAnatomic TSARestores normal biomechanics, best ROM
Irreparable cuff tear + cuff arthropathyReverse TSA (RSA)Deltoid-powered elevation, bypasses cuff
B2/B3 glenoid erosionRSA preferred over TSALower glenoid loosening with baseplate vs pegged glenoid
Proximal humerus fracture (elderly)RSA preferredNo tuberosity healing required, reliable outcomes

Glenoid Version Correction

  • Retroversion less than 15°: Asymmetric reaming alone
  • Retroversion 15-25°: Posterior augmented glenoid or bone graft
  • Retroversion greater than 25°: Custom implant or RSA with augment

Advanced Management Strategies

Bone Defect Management

  • Central defects: Autograft from humeral head, impaction grafting
  • Posterior defects (B2): Asymmetric reaming (limits correction to 10-15°)
  • Severe bone loss: Structural allograft, metal augment, or custom implant

Soft Tissue Considerations

  • Subscapularis management: Lesser tuberosity osteotomy vs peel vs tenotomy
  • Contracted capsule: Circumferential release for exposure
  • Previous surgery: Scar tissue release, subscapularis mobilization

Component Position Based on Anatomy

  • Humeral version: Match native version or 20-30° retroversion
  • Glenoid inclination: Correct to neutral (avoid superior tilt)
  • RSA glenosphere position: Inferior tilt to reduce notching

Exam Viva Point

Asymmetric reaming can correct up to 10-15° of retroversion safely. Beyond this, bone graft or augmented glenoid components are required. Overcorrection with reaming leads to anterior perforation and medialization.

Surgical Technique

Anatomical Landmarks in Surgical Technique

Deltopectoral Approach - Key Landmarks

  • Coracoid process: Central reference point
  • Cephalic vein: Lateral retraction (protects vein, maintains venous drainage)
  • Conjoint tendon: Medial border of exposure
  • Subscapularis: Must be addressed for exposure

Subscapularis Management Options

  • Lesser tuberosity osteotomy: Best healing rates, bone-to-bone healing
  • Subscapularis peel: Tendon from bone, higher failure rate
  • Subscapularis tenotomy: Tendon cut, poorest healing (avoid in TSA)

Glenoid Exposure Sequence

  1. Position arm in extension, external rotation, adduction
  2. Place Fukuda retractor posteriorly
  3. Release anterior capsule off glenoid rim
  4. Release inferior capsule (protect axillary nerve)
  5. Place blunt retractors inferiorly and superiorly

Advanced Surgical Techniques

Humeral Preparation Based on Anatomy

  • Identify anatomical neck for cut level (preserve bone stock)
  • Resection angle: Match native neck-shaft angle (130-145°)
  • Version: Use forearm axis or transepicondylar axis as reference
  • Avoid varus positioning (risk of stress shielding and subsidence)

Glenoid Preparation Techniques

  • Central reaming: Remove peripheral osteophytes first for orientation
  • Version correction: Asymmetric reaming (posterior) or augment
  • Peg preparation: Avoid anterior cortical breach
  • Cement technique: Pressurize into cancellous bone

RSA-Specific Anatomical Considerations

  • Baseplate position: Center on glenoid face, inferior tilt (10-15°)
  • Screw placement: 4 screws minimum, longest screws in superior and posterior
  • Glenosphere position: Inferior offset to reduce notching

Exam Viva Point

Lesser tuberosity osteotomy provides the best subscapularis healing rates (95% vs 70% for peel). Create a 5-10mm thick osteotomy fragment, repair with heavy sutures through bone tunnels. Allows anatomic bone-to-bone healing.

CT images showing the four glenoid component positioning parameters
Click to expand
Glenoid component positioning parameters measured on CT: Version (top left) - angle between glenoid surface and scapular plane (24.2° shown); Inclination (top right) - superior-inferior tilt of component (101.8° shown); Rotation - rotational alignment of component (-3.0° shown); Anteroposterior offset distance (bottom right) - offset from native glenoid center (7.1mm shown). Accurate glenoid positioning is critical to prevent eccentric loading and premature loosening.Credit: Gregory TM et al., PLoS ONE - PMC3793002 (CC-BY)
CT images showing humeral head component positioning parameters
Click to expand
Humeral head component positioning parameters: Humeral head position relative to greater tuberosity (2mm offset shown, top left); head-shaft relationship (1mm measurement, top right); retroversion angle measured on axial CT (48° shown, bottom). Correct humeral component positioning maintains normal biomechanics and prevents impingement or instability.Credit: Gregory TM et al., PLoS ONE - PMC3793002 (CC-BY)
3D reconstruction showing reverse shoulder arthroplasty metaglene positioning parameters
Click to expand
Reverse shoulder arthroplasty metaglene (baseplate) positioning parameters: V = vertical distance from inferior glenoid rim to baseplate center; H = horizontal offset of baseplate; α = tilt angle of baseplate. Optimal positioning typically involves inferior placement with slight inferior tilt (10-15°) to minimize scapular notching and maximize range of motion.Credit: Smith T et al., Int J Shoulder Surg - PMC4639998 (CC-BY)

Complications

Anatomically-Related Complications

Neurovascular Injuries

  • Axillary nerve: Most common (0.6-4%), from inferior capsule release or retraction
  • Musculocutaneous nerve: Excessive medial retraction on conjoint tendon
  • Suprascapular nerve: Posterior glenoid retraction or long superior screws

Osseous Complications

  • Intraoperative fracture: Greater tuberosity (3-5%), shaft (1-2%)
  • Glenoid fracture: From aggressive reaming or malpositioning
  • Periprosthetic fracture: Postoperative trauma or stress risers

Soft Tissue Complications

  • Subscapularis failure: 2-10% for TSA, leads to instability
  • Rotator cuff tear progression: 5-10% by 10 years
  • Deltoid detachment: Rare but catastrophic for RSA

Prevention of Anatomical Complications

Nerve Protection Strategies

  • Axillary nerve: Stay on capsule for inferior release, avoid blind retractors
  • Musculocutaneous: Limit medial retraction force and duration
  • Suprascapular: Limit superior-posterior screw length (less than 30mm)

Fracture Prevention

  • Osteoporotic bone: Gentle preparation, consider cemented fixation
  • Humeral preparation: Avoid excessive torque, sequential reaming
  • Glenoid preparation: Adequate exposure before reaming

Subscapularis Protection

  • Choose appropriate management (LTO preferred for TSA)
  • Secure repair with bone tunnels or anchors
  • Protect postoperatively (no active internal rotation 6 weeks)

Exam Viva Point

Intraoperative nerve monitoring: Axillary nerve can be tested in recovery before regional wears off. Deltoid contraction to abduction command + lateral shoulder sensation = intact. Document baseline preoperatively to identify new deficits.

CT scan showing Mole Score zones for glenoid radiolucent line assessment
Click to expand
Mole Score zones for assessing glenoid component radiolucent lines: CT images showing sagittal and coronal views with six numbered zones around the glenoid component. Zones 1-5 surround the keel/pegs on the main glenoid image; zone 6 is shown in the inset views. Radiolucent lines are scored in each zone (0-2mm thickness) to calculate the Mole Score. A score greater than or equal to 6 indicates at-risk glenoid component with high probability of future loosening.Credit: Gregory TM et al., PLoS ONE - PMC3793002 (CC-BY)

Postoperative Care

Postoperative Protocols

Immobilization

  • Sling immobilization: 2-4 weeks (TSA), 4-6 weeks (RSA)
  • Position: Internal rotation, slight abduction on pillow
  • Remove for elbow, wrist, hand exercises and hygiene

Rehabilitation Phases

Standard Rehabilitation Protocol

PhaseTimeframeGoalsExercises
Protection0-4 weeksProtect repair, control inflammationPendulums, elbow/wrist ROM, isometrics
Early motion4-8 weeksRestore passive ROMPassive forward flexion, external rotation
Active motion8-12 weeksActive ROM, light functionActive assisted to active ROM
Strengthening12-16 weeksProgressive strengthRotator cuff, deltoid, scapular

Advanced Rehabilitation Considerations

TSA-Specific Protocols

  • Subscapularis protection: No active internal rotation 6 weeks
  • Test subscapularis healing: Belly press at 8-12 weeks
  • Avoid combined extension + external rotation

RSA-Specific Protocols

  • Earlier active motion allowed (deltoid-based elevation)
  • External rotation often limited (subscapularis repair)
  • May never achieve full active external rotation

Return to Activity

  • Driving: 6-8 weeks (when comfortable emergency maneuver)
  • Swimming: 4-6 months
  • Golf: 4-6 months (avoid power strokes)
  • Contact sports: Generally not recommended

Exam Viva Point

Subscapularis protection is critical after TSA with repair. Protocol: no active internal rotation for 6 weeks, avoid combined extension/external rotation, test belly press at 12 weeks. If belly press positive beyond 12 weeks, order MRI to assess for failure.

Outcomes

Outcomes Related to Anatomical Factors

Functional Outcomes by Prosthesis Type

Expected Functional Outcomes

ParameterTSARSA
Forward flexion140-160°120-140°
External rotation40-60°20-40°
Internal rotationL1-T12Sacrum-L3
Patient satisfaction85-95%85-90%
10-year survival90-95%85-90%

Factors Affecting Outcomes

  • Glenoid morphology: B2/B3 glenoids have higher loosening rates
  • Rotator cuff integrity: Intact cuff improves TSA outcomes
  • Bone quality: Osteoporosis increases fracture and loosening risk

Anatomical Predictors of Outcome

Glenoid Version Impact

  • Retroversion greater than 15°: Associated with increased loosening in TSA
  • Uncorrected B2 glenoid: 2-3x higher loosening rate
  • RSA less sensitive to version than TSA

AOANJRR Data (Australia)

  • Primary shoulder arthroplasty revision rate at 10 years: 9.2% (TSA), 14.7% (RSA)
  • Instability leading cause of RSA revision (29%)
  • Glenoid loosening leading cause of TSA revision (20-30%)

Long-Term Considerations

  • Polyethylene wear: 10-15 year concern for TSA
  • Scapular notching: 44-96% radiographic, rarely clinically significant
  • Subscapularis failure: Late failure can convert TSA to RSA indication

Exam Viva Point

TSA vs RSA outcomes: TSA provides better ROM (especially external rotation) but requires intact rotator cuff. RSA provides reliable pain relief and elevation regardless of cuff status but sacrifices external rotation. Choice depends on cuff integrity, age, and activity level.

Evidence Base and Key Studies

Nerve Injuries in Shoulder Arthroplasty - Systematic Review

3
Lynch NM, Cofield RH, Silbert PL, Hermann RC • Journal of Bone and Joint Surgery (1996)
Key Findings:
  • Overall neurologic complication rate 1-4 percent in shoulder arthroplasty
  • Axillary nerve most commonly injured (0.6-4 percent)
  • Musculocutaneous nerve injury in 0.3-1 percent
  • Most injuries are neurapraxias that recover in 3-6 months
  • Complete nerve transections are rare (less than 0.1 percent)
Clinical Implication: Neurologic injury is the most common complication of shoulder arthroplasty. Understanding anatomic relationships and using careful surgical technique reduces risk. Most injuries recover spontaneously with observation.
Limitation: Retrospective review of mixed surgical techniques and approaches. Exact injury mechanisms not always clear.

Subscapularis Tendon Tears After Shoulder Arthroplasty - MRI Analysis

3
Miller SL, Hazrati Y, Klepps S, Chiang A, Flatow EL • Journal of Shoulder and Elbow Surgery (2003)
Key Findings:
  • MRI evaluation of 60 shoulder arthroplasty patients
  • Subscapularis tears found in 30 percent on MRI
  • Only 13 percent symptomatic (instability or weakness)
  • Lesser tuberosity osteotomy had lower failure rate than tenotomy
  • Fatty infiltration associated with tear and poor function
Clinical Implication: Subscapularis integrity critical for anterior stability and function. Osteotomy technique may provide more reliable healing than tenotomy. Postoperative protection essential.
Limitation: MRI not performed routinely on all patients - selection bias. Clinical significance of asymptomatic tears unclear.

Musculocutaneous Nerve - Anatomic Study for Shoulder Surgery Safety

4
Flatow EL, Bigliani LU, April EW • Journal of Bone and Joint Surgery (1989)
Key Findings:
  • Cadaveric study of 103 upper extremities
  • Musculocutaneous nerve enters coracobrachialis 3-8 cm from coracoid tip (mean 5.4 cm)
  • In 15 percent of specimens, nerve traveled outside coracobrachialis (higher risk)
  • Safe zone for retraction: superior to inferior border of subscapularis
  • Excessive medial retraction is primary mechanism of injury
Clinical Implication: Understanding musculocutaneous nerve anatomy guides safe retractor placement. Limit medial retraction and stay superior to inferior border of subscapularis and conjoint tendon to protect nerve.
Limitation: Cadaveric study - clinical correlation needed. Anatomic variation in 15 percent challenges standardized approach.

Glenoid Version and Shoulder Arthroplasty Outcomes

3
Walch G, Badet R, Boulahia A, Khoury A • Journal of Bone and Joint Surgery (1999)
Key Findings:
  • CT analysis of 113 osteoarthritic shoulders
  • Three patterns of glenoid erosion (A, B, C)
  • Type B glenoid (posterior wear) had mean 21 degrees retroversion
  • Failure to correct version led to posterior instability and glenoid loosening
  • Eccentric reaming can correct up to 10 degrees version
Clinical Implication: Glenoid version measurement is mandatory for surgical planning. Excessive retroversion (over 10 degrees) requires correction with eccentric reaming, augmented components, or bone grafting to prevent instability and component failure.
Limitation: Observational study. Optimal method to correct severe retroversion remains debated.

Axillary Nerve Anatomy and Injury Risk - Cadaveric Study

4
Burkhead WZ, Scheinberg RR, Box G • Journal of Bone and Joint Surgery (1992)
Key Findings:
  • Anatomic dissection of 10 cadaveric shoulders
  • Axillary nerve consistently 5-7 cm inferior to acromion
  • Nerve wraps around surgical neck within quadrangular space
  • Inferior capsule release and glenoid retraction are highest risk maneuvers
  • Direct visualization during release prevents injury
Clinical Implication: Axillary nerve injury is preventable with careful technique. Release inferior capsule under direct vision, avoid blind inferior retractors, and limit inferior humeral translation during glenoid exposure.
Limitation: Small cadaveric study. In vivo surgical conditions differ with inflammation and scarring.

Exam Viva Scenarios

Practice these scenarios to excel in your viva examination

VIVA SCENARIOStandard

Scenario 1: Deltopectoral Approach Anatomy (2-3 min)

EXAMINER

"You are performing shoulder arthroplasty via deltopectoral approach. Describe the key anatomical landmarks, the surgical intervals you will develop, and the nerves at risk during your dissection."

EXCEPTIONAL ANSWER
The deltopectoral approach is the gold standard for shoulder arthroplasty. I would take a systematic approach: First, surface landmarks include the coracoid process, acromion, and palpable deltopectoral groove. My incision starts at the coracoid and extends obliquely toward the lateral acromion, then distally along the deltopectoral groove. Second, I identify the cephalic vein which marks the interval - I typically ligate lateral branches and retract it medially with the pectoralis major. The interval is internervous between deltoid (axillary nerve) and pectoralis major (medial and lateral pectoral nerves). Third, deep dissection releases the clavipectoral fascia and requires ligation of the ascending branch of the anterior humeral circumflex artery at the superior border of pectoralis. Fourth, key nerves at risk include: the axillary nerve 5-7 cm inferior to the acromion during inferior capsule release, the musculocutaneous nerve entering coracobrachialis 3-8 cm from the coracoid tip during medial retraction, the suprascapular nerve posteriorly at the spinoglenoid notch during posterior glenoid retraction, and the radial nerve in the spiral groove during humeral canal preparation. My protection strategies include releasing the inferior capsule under direct vision, limiting medial retraction to stay above the inferior border of subscapularis, minimizing posterior retraction force and duration, and staying centered in the humeral canal during broaching.
KEY POINTS TO SCORE
Deltopectoral approach is internervous and intermuscular plane
Cephalic vein marks interval - retract medially or laterally
Four nerves at risk: axillary, musculocutaneous, suprascapular, radial
Each nerve has specific anatomic location and protection strategy
Systematic dissection through layers ensures safe exposure
COMMON TRAPS
✗Forgetting to mention clavipectoral fascia release
✗Not identifying ascending branch anterior humeral circumflex requiring ligation
✗Stating wrong distance of axillary nerve from acromion (it is 5-7 cm, not 3 cm)
✗Confusing musculocutaneous nerve location (enters coracobrachialis, not subscapularis)
✗Not mentioning internervous nature of interval
LIKELY FOLLOW-UPS
"What are the boundaries of the quadrangular space?"
"How would you manage the cephalic vein?"
"What is your preferred subscapularis release technique?"
"How do you protect the axillary nerve during inferior capsule release?"
"What would you do if you injured the musculocutaneous nerve?"
VIVA SCENARIOChallenging

Scenario 2: Subscapularis Management (3-4 min)

EXAMINER

"Walk me through your subscapularis management during shoulder arthroplasty. What are the different release techniques, how do you decide which to use, and what are the repair principles for each?"

EXCEPTIONAL ANSWER
Subscapularis management is critical for anterior stability and function. There are three main release techniques: subscapularis tenotomy, lesser tuberosity osteotomy, and subscapularis peel. For tenotomy, I release the tendon 1-2 cm medial to the lesser tuberosity insertion, preserving 5-10 mm of tissue on the bone for repair. This provides excellent exposure and is faster, but has a 5-10 percent failure rate. For lesser tuberosity osteotomy, I create a 1 cm thick bone wafer including the subscapularis insertion using an osteotome or saw, 5-8 mm medial to the articular margin. This preserves the bone-tendon unit and has stronger healing with lower failure rates (2-3 percent), but carries risk of tuberosity malunion or nonunion. The peel technique is a partial-thickness release from the tuberosity leaving deeper capsular fibers attached - this is less commonly used as healing biology is unclear. My decision is based on tissue quality, patient factors, and surgeon preference. I prefer osteotomy for younger patients and revision cases, while tenotomy is adequate for standard primary arthroplasty in elderly patients. For tenotomy repair, I use 3-4 suture anchors in the lesser tuberosity footprint with the arm in neutral rotation. For osteotomy repair, I prefer 2-3 cortical screws through the tuberosity fragment for the strongest fixation, though suture anchors are also acceptable. Postoperatively, both require sling immobilization for 4-6 weeks with no external rotation to protect healing. I assess healing at 12 weeks with belly press test - a negative test indicates successful repair.
KEY POINTS TO SCORE
Three release techniques: tenotomy, osteotomy, peel
Tenotomy faster but higher failure rate; osteotomy stronger healing
Osteotomy repairs with screws or suture anchors - screws biomechanically superior
Tenotomy repairs with suture anchors to bone, arm in neutral rotation
Postoperative protection critical: 4-6 weeks sling, no external rotation
Belly press test at 12 weeks assesses repair integrity
COMMON TRAPS
✗Not knowing the different release techniques
✗Releasing subscapularis too lateral (at insertion) makes repair difficult
✗Repairing tenotomy with arm in external rotation (creates excessive tension)
✗Not mentioning postoperative protection protocol
✗Stating osteotomy is always superior (context-dependent decision)
✗Forgetting to test subscapularis function postoperatively
LIKELY FOLLOW-UPS
"What would you do if the subscapularis tissue quality was very poor?"
"How do you position the lesser tuberosity fragment during osteotomy repair?"
"What are the consequences of subscapularis failure?"
"When would you consider pectoralis major transfer?"
"What is the belly press test and how do you perform it?"
VIVA SCENARIOCritical

Scenario 3: Axillary Nerve Injury (2-3 min)

EXAMINER

"During shoulder arthroplasty glenoid exposure, you are concerned you may have injured the axillary nerve. Describe the anatomy of the axillary nerve, how you would assess for injury intraoperatively and postoperatively, and your management if injury is confirmed."

EXCEPTIONAL ANSWER
This is a serious complication requiring systematic management. First, the anatomy: the axillary nerve arises from the posterior cord of the brachial plexus (C5-C6 roots) and exits the axilla through the quadrangular space, which is bounded by teres minor superiorly, teres major inferiorly, long head of triceps medially, and surgical neck of humerus laterally. The nerve travels with the posterior humeral circumflex artery and is located 5-7 cm inferior to the acromion. It provides motor innervation to the anterior, middle, and posterior deltoid as well as teres minor, and sensory innervation to the lateral shoulder (regimental badge area). The nerve is most at risk during inferior capsule release and glenoid retraction. Intraoperatively, if I suspect injury during dissection, I would complete the procedure carefully, ensure no direct laceration or excessive tension on the nerve, and document concern. Postoperatively, I would perform immediate nerve examination in the recovery room before regional anesthesia wears off, testing deltoid contraction with attempted abduction and sensation over the lateral shoulder, comparing to the preoperative examination. If injury is confirmed, I would determine if it is complete or partial. Most axillary nerve injuries are neurapraxias from traction and recover spontaneously in 3-6 months. My initial management is observation with patient counseling about expected recovery timeline. I would obtain EMG/NCS at 6 weeks to document baseline and assess severity. If no recovery by 3-6 months or if complete transection suspected, I would consider nerve exploration and repair or grafting. During recovery, I would prescribe physical therapy to maintain passive range of motion and prevent stiffness, with active abduction strengthening delayed until nerve recovery demonstrated.
KEY POINTS TO SCORE
Axillary nerve: C5-C6, posterior cord, through quadrangular space
Location 5-7 cm from acromion, at risk during inferior capsule release
Immediate postoperative assessment before regional anesthesia wears off
Most injuries are neurapraxias that recover with observation
EMG/NCS at 6 weeks documents baseline
Explore if no recovery by 3-6 months or complete transection suspected
Maintain ROM during recovery, delay active strengthening
COMMON TRAPS
✗Not knowing quadrangular space boundaries
✗Stating wrong distance from acromion
✗Recommending immediate exploration (most recover with observation)
✗Not mentioning EMG/NCS for documentation and prognosis
✗Forgetting to assess teres minor function (also innervated by axillary nerve)
✗Not counseling patient about prolonged recovery timeline
LIKELY FOLLOW-UPS
"What are the boundaries of the quadrangular space?"
"How would you prevent axillary nerve injury during shoulder arthroplasty?"
"What is the differential diagnosis if a patient has deltoid weakness postoperatively?"
"What would you tell the patient about prognosis for nerve recovery?"
"When would you consider tendon transfer if the nerve does not recover?"

MCQ Practice Points

Anatomy Question

Q: What is the average distance from the tip of the coracoid process to the point where the musculocutaneous nerve enters the coracobrachialis muscle?

A: 3-8 cm, with a mean of 5.4 cm. This anatomic relationship is critical during the deltopectoral approach. Excessive medial retraction of the conjoint tendon beyond 5 cm from the coracoid tip risks musculocutaneous nerve injury. The nerve can be injured by direct trauma from retractors or by traction. In 15 percent of specimens, the nerve travels outside the coracobrachialis muscle, making it more vulnerable. Protection strategies include limiting medial retraction and staying superior to the inferior border of the subscapularis and conjoint tendon during deep dissection.

Nerve Anatomy Question

Q: What are the boundaries of the quadrangular space, and what structures pass through it?

A: Boundaries: Superior = teres minor, Inferior = teres major, Medial = long head of triceps, Lateral = surgical neck of humerus. Structures: Axillary nerve and posterior humeral circumflex artery. The quadrangular space is clinically important as the axillary nerve is vulnerable during inferior capsule release and humeral retraction for glenoid exposure. The nerve lies approximately 5-7 cm inferior to the acromion. Injury causes deltoid paralysis (loss of active abduction beyond 15 degrees), teres minor weakness, and sensory loss over the lateral shoulder (regimental badge area).

Surgical Anatomy Question

Q: What is the internervous plane for the deltopectoral approach to the shoulder?

A: Deltoid (innervated by axillary nerve from C5-C6) and pectoralis major (innervated by medial and lateral pectoral nerves from C5-T1). This is a true internervous and intermuscular plane, making it theoretically atraumatic to muscles. The interval is marked by the cephalic vein running in the deltopectoral groove. The deep layer requires release of the clavipectoral fascia and ligation of the ascending branch of the anterior humeral circumflex artery. The internervous nature is advantageous but does NOT protect deeper structures like the axillary nerve, musculocutaneous nerve, and suprascapular nerve which remain at risk during capsule release and glenoid retraction.

Subscapularis Question

Q: Compare the biomechanical strength and clinical outcomes of subscapularis tenotomy versus lesser tuberosity osteotomy repair after shoulder arthroplasty.

A: Lesser tuberosity osteotomy provides stronger healing with bone-to-bone healing interface and lower failure rates (2-3 percent) compared to subscapularis tenotomy (5-10 percent failure rate). Osteotomy can be repaired with cortical screws (biomechanically strongest), suture anchors, or heavy sutures. Tenotomy repair uses suture anchors securing tendon to bone at the lesser tuberosity footprint. However, osteotomy carries risks of tuberosity malposition (causing impingement or weakness), nonunion (2-5 percent), and increased surgical complexity. In clinical practice, both techniques can achieve good outcomes with proper technique and postoperative protection. The choice depends on tissue quality, patient factors (younger patients may benefit from osteotomy), revision versus primary surgery, and surgeon experience and preference.

Glenoid Version Question

Q: What is normal glenoid version, how is it measured, and what are the implications of pathologic retroversion for shoulder arthroplasty component positioning?

A: Normal glenoid version is 0-5 degrees retroversion (slight posterior tilt of glenoid face). It is measured on axial CT using either the Friedman method (line perpendicular to glenoid face compared to scapular body line) or the scapular body method. Pathologic retroversion (over 10 degrees) occurs with posterior glenoid wear from rotator cuff tear arthropathy, chronic posterior instability, or osteoarthritis. Excessive retroversion leads to posterior humeral subluxation, glenoid component edge loading, loosening, and instability. Correction strategies include: eccentric reaming (can correct up to 10 degrees but limited by bone stock), augmented glenoid components (metal or polyethylene wedge on posterior), posterior bone grafting (for severe defects), or accepting retroversion and using posterior augmented component. Failure to address pathologic version results in high rates of posterior instability and glenoid component failure. Preoperative CT planning is mandatory to identify and plan for version abnormalities.

Complication Question

Q: A patient develops weakness in elbow flexion and sensory loss over the lateral forearm after shoulder arthroplasty. What nerve is likely injured, what is the mechanism, and how should this be managed?

A: This presentation suggests musculocutaneous nerve injury. The musculocutaneous nerve (C5-C7 from lateral cord) innervates coracobrachialis, biceps brachii, and brachialis (elbow flexion and forearm supination) and provides sensory innervation as the lateral antebrachial cutaneous nerve (lateral forearm sensation). During shoulder arthroplasty via deltopectoral approach, the nerve is at risk from excessive medial retraction of the conjoint tendon (short head biceps and coracobrachialis). The nerve enters the coracobrachialis 3-8 cm from the coracoid tip (mean 5.4 cm), and aggressive retraction beyond this point causes traction injury or direct trauma. Management: Most musculocutaneous nerve injuries are neurapraxias that recover spontaneously in 3-6 months. Initial management includes documentation of deficit, EMG/NCS at 6 weeks for baseline and prognosis, elbow splinting in flexion initially to reduce tension, and range of motion exercises to prevent stiffness. Patient counseling about expected recovery timeline is important. If no recovery by 6 months, consider nerve exploration, although outcomes of late exploration are poor. Prevention is critical: limit medial retraction, stay superior to the inferior border of subscapularis, and avoid dissection greater than 5 cm medial to coracoid tip.

Australian Context and Medicolegal Considerations

AOANJRR Data

The Australian Orthopaedic Association National Joint Replacement Registry (AOANJRR) tracks shoulder arthroplasty outcomes:

  • Shoulder arthroplasty volume: Over 4,000 procedures annually in Australia
  • Revision rate: 7-8 percent at 10 years for shoulder replacement
  • Reverse arthroplasty: Increasing proportion (now over 60 percent of shoulder replacements)
  • Infection rate: 1-2 percent deep infection requiring revision
  • Nerve injury: Not specifically tracked but estimated 1-4 percent in registry centers

Registry data guides evidence-based practice and quality improvement initiatives.

Medicolegal Considerations

Informed consent must include:

  • Nerve injury risk (1-4 percent overall, axillary nerve most common)
  • Subscapularis failure risk and functional consequences
  • Infection, stiffness, instability, component loosening
  • Need for revision surgery (7-8 percent at 10 years)
  • Expected recovery timeline and functional outcomes

Documentation requirements:

  • Preoperative nerve examination (baseline)
  • Immediate postoperative nerve examination (identify injury early)
  • Operative notes detailing approach, nerve protection, subscapularis repair technique
  • Discussion of complications if they occur

Neurologic injury is a common source of litigation - detailed documentation and appropriate management are essential.

Australian Guidelines and Standards

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

  • Surgical site infection prevention bundle (preoperative antibiotics, skin preparation, normothermia)
  • Venous thromboembolism prophylaxis for all joint replacement patients
  • Patient information provision and shared decision-making
  • Antibiotic prophylaxis: Cefazolin 2 grams IV (or vancomycin 15 mg per kg if penicillin allergic) within 60 minutes of incision

Hospital performance metrics:

  • Nerve injury rates tracked as adverse event
  • Revision rates compared to registry benchmarks
  • Patient-reported outcome measures (PROMs) increasingly used for quality improvement

Adherence to national guidelines reduces complications and improves outcomes.

Shoulder Arthroplasty Anatomy

High-Yield Exam Summary

Key Anatomical Relationships

  • •Axillary nerve: 5-7 cm inferior to acromion, quadrangular space, at risk during inferior capsule release
  • •Musculocutaneous nerve: Enters coracobrachialis 3-8 cm from coracoid (mean 5.4 cm), at risk with medial retraction
  • •Suprascapular nerve: Spinoglenoid notch posteriorly, at risk during posterior glenoid retraction
  • •Radial nerve: Spiral groove at mid-humerus (20 cm from acromion), at risk during humeral canal preparation
  • •Cephalic vein: Marks deltopectoral interval, ligate laterally or retract medially
  • •Ascending branch anterior humeral circumflex: Requires ligation at superior border pectoralis major

Deltopectoral Approach Steps

  • •Internervous plane: Deltoid (axillary nerve) and pectoralis major (pectoral nerves)
  • •Incision: Coracoid to lateral acromion, along deltopectoral groove distally
  • •Identify cephalic vein (marks interval), ligate lateral branches and retract medially
  • •Release clavipectoral fascia, ligate ascending branch anterior humeral circumflex
  • •Open rotator interval (between supraspinatus and subscapularis)
  • •Release subscapularis: Tenotomy (1 cm medial to insertion) OR lesser tuberosity osteotomy

Nerve Protection Strategies

  • •Axillary: Release inferior capsule under direct vision, avoid blind inferior retractors, limit inferior humeral translation
  • •Musculocutaneous: Limit medial retraction, stay above inferior border subscapularis/conjoint tendon, avoid dissection greater than 5 cm from coracoid
  • •Suprascapular: Minimize posterior retraction force and duration, avoid superior-posterior retractor placement
  • •Radial: Stay centered in humeral canal during reaming/broaching, protect anterior cortex, gentle technique in osteoporotic bone

Subscapularis Management

  • •Tenotomy: Release 1-2 cm medial to insertion, repair with 3-4 suture anchors, 5-10 percent failure rate
  • •Osteotomy: 1 cm bone wafer with subscapularis attached, repair with screws or anchors, 2-3 percent failure, stronger healing
  • •Repair: Arm in neutral rotation (not external rotation), secure fixation, avoid excessive tension
  • •Postoperative: Sling 4-6 weeks, no external rotation, gradual ROM progression, belly press test at 12 weeks

Glenoid and Humeral Anatomy

  • •Normal glenoid version: 0-5 degrees retroversion, measured on CT, pathologic if over 10 degrees
  • •Humeral retroversion: 20-40 degrees (average 30 degrees) relative to transepicondylar axis
  • •Glenoid: Pear-shaped, 25-30 mm diameter, shallow socket (25-30 percent of sphere)
  • •Quadrangular space: Teres minor (superior), teres major (inferior), triceps long head (medial), surgical neck (lateral)
  • •Contains: Axillary nerve and posterior humeral circumflex artery

Key Evidence and Complications

  • •Overall neurologic complication rate: 1-4 percent in shoulder arthroplasty
  • •Axillary nerve most common (0.6-4 percent), most are neurapraxias recovering in 3-6 months
  • •Subscapularis failure: 2-10 percent, causes anterior instability and internal rotation weakness
  • •Immediate postoperative nerve exam before regional anesthesia wears off - document findings
  • •EMG/NCS at 6 weeks if nerve injury suspected, observation for 3-6 months (most recover)
  • •AOANJRR: 7-8 percent revision rate at 10 years, nerve injury not tracked but estimated 1-4 percent
Quick Stats
Reading Time181 min
🇦🇺

FRACS Guidelines

Australia & New Zealand
  • AOANJRR Shoulder Registry
  • MBS Shoulder Items
Related Topics

Revision Shoulder Arthroplasty

Shoulder Arthroplasty Complications

Shoulder Hemiarthroplasty

Total Shoulder Arthroplasty