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Author: Crista J Frank, DPM, Surgeon, Department of Surgery, Landmark Medical Center

Crista J Frank is a member of the following medical societies: American College of Foot and Ankle Surgeons and American Podiatric Medical Association

Coauthor(s): Dan E Robinson, DPM, Chief, Section of Podiatry, Dwight D Eisenhower Veterans Affairs Medical Center

Editors: John S Early, MD, Foot/Ankle Specialist, Texas Orthopaedic Associates, LLP; Co-Director, North Texas Foot and Ankle Fellowship Baylor University Medical Center; Francisco Talavera, PharmD, PhD, Senior Pharmacy Editor, eMedicine; Shepard R Hurwitz, MD, Executive Director Designate, American Board of Orthopaedic Surgery; Dinesh Patel, MD, FACS, Associate Clinical Professor of Orthopedic Surgery, Harvard Medical School; Chief of Arthroscopic Surgery, Department of Orthopedic Surgery, Massachusetts General Hospital; Jason H Calhoun, MD, FAAOS, Chairman, J Vernon Luck Distinguished Professor, Department of Orthopedic Surgery, University of Missouri

Author and Editor Disclosure

Synonyms and related keywords: hallux abductovalgus, HVA, bunion deformity, metatarsus primus varus, metatarsus primus adductus, foot deformity, Reverdin procedure, Reverdin's procedure, hallux rigidus

History of the Procedure

In the 19th century, the prevalent understanding of the bunion was that it was purely an enlargement of the soft tissue, first metatarsal head, or both, most commonly caused by ill-fitting footwear. Thus, treatment had varying results, with controversy regarding whether to remove the overlying bursa alone or in combination with an exostectomy of the medial head. These surgeries were considered to be beneath many surgeons, so the understanding of the pathology was gradual in its development. Surgeons slowly began to recognize that bunions could develop due to numerous different factors, that they tended to be familial, and that they were often associated with other foot deformities.

As the school of thought began to shift, the first surgical treatment to address deforming pathology was developed and presented on May 4, 1881, when J. L. Reverdin gave a report to the Medical Society of Genfer concerning hallux abductovalgus. He described a procedure with a curved incision medial to the extensor hallucis longus followed by incision of the periosteum, chiseling off of the exostosis, removing a wedge of bone from behind the capitulum of the metatarsus, and suturing the bone with catgut. This operation is considered to be the predecessor of all operations that aim to correct hallux valgus via osteotomy.

Since its inception, the Reverdin procedure has undergone many variations and modifications, including the addition of lateral releases and proximal osteotomies, in an effort to address deformity. Indeed, more than 100 procedures have been attempted and developed for the correction of hallux valgus, previously called a bunion. However, many of these variations have been ignorant or even repetitious of previous procedures, both failed and successful. Surgeons have continued to reevaluate the osteotomy in search of the most stable procedure with the fewest complications.

Problem

Hallux valgus is considered to be a medial deviation of the first metatarsal and lateral deviation and/or rotation of the hallux with or without medial soft tissue enlargement of the first metatarsal head. This condition can lead to painful motion of the joint or difficulty with footwear.

Frequency

Although hallux valgus is a common occurrence that accounts for a significant number of office visits to foot and ankle specialists, the incidence has not been accurately documented. Relatively few studies are available, and much of the information consists of empirical data based on patient observations.

According to the National Health Interview survey conducted by the National Center for Health Statistics, this condition affects 1% of adults in the United States. Gould et al found that the incidence increased with age, with rates of 3% in persons aged 15-30 years, 9% in persons aged 31-60 years, and 16% in those older than 60 years.

Gould et al also reported a higher incidence in females versus males, with ratio of 2:1 to 4:1. Whether this finding indicate a truly increased incidence in the female population or whether it reflects differences in footwear remains to be determined.

The role of genetic predisposition has also been noted, with evidence to suggest familial tendencies.

No conclusive results have been reported to indicate racial predisposition.

Etiology

Contrary to common belief, high-heeled shoes with a small toe box or tight-fitting shoes are not etiologies of hallux valgus, but they do keep the hallux in an abducted position if hallux valgus is present, causing mechanical stretch and deviation of the medial soft tissue. In addition, tight shoes can cause medial bump pain and nerve entrapment. Hallux valgus is known to have numerous etiologies, including biomechanical, traumatic, and metabolic factors.

Etiologies of hallux valgus include the following:

  • Biomechanical instability
    • The most common yet most difficult to understand etiology is biomechanical instability. Contributing factors, if present, include gastrocnemius or gastrocsoleus equinus, flexible or rigid pes plano valgus, rigid or flexible forefoot varus, dorsiflexed first ray, hypermobility, or short first metatarsal. Most often, excessive pronation at the midtarsal and subtalar joints compensates for these factors r throughout the gait cycle.
    • Some pronation must occur in gait to absorb ground-reactive forces. However, excessive pronation produces too much midfoot mobility, which decreases stability and prevents resupination and creation of a rigid lever arm; these effects make propulsion difficult.
    • During normal propulsion, approximately 65° of dorsiflexion is necessary at the first metatarsophalangeal joint, yet only 20-30° is available from hallux dorsiflexion. Therefore, the first metatarsal must plantarflex at the sesamoid complex to gain the additional 40° of motion needed. Failure to attain the full 65° because of jamming of the joint during pronation subjects the first metatarsophalangeal to intense forces from which hallux valgus develops.
    • If the foot is sufficiently hypermobile as a result of excessive pronation, the metatarsal tends to drift medially and the hallux drifts laterally, producing hallux valgus. If no hypermobility is present, hallux rigidus develops instead.
  • Arthritic/metabolic conditions (see Images 1-2)
    • Gouty arthritis
    • Rheumatoid arthritis
    • Psoriatic arthritis
    • Connective tissue disorders such as Ehlers-Danlos syndrome, Marfan syndrome, Down syndrome, and ligamentous laxity
  • Neuromuscular disease
    • Multiple sclerosis
    • Charcot-Marie-Tooth disease
    • Cerebral palsy
  • Traumatic compromise
    • Malunions
    • Intra-articular damage
    • Soft tissue sprains
    • Dislocations
  • Structural deformity
    • Malalignment of articular surface or metatarsal shaft
    • Abnormal metatarsal length
    • Metatarsus primus elevatus
    • External tibial torsion
    • Genu varum or valgum
    • Femoral retrotorsion

Pathophysiology

During the gait cycle, the hallux and digits generally remain parallel to the long axis of the foot, regardless of the degree of forefoot abduction (or pronation) occurring (see Image 3). This is because of the pull of the conjoined adductor tendon, extensor hallucis longus, and flexor hallucis longus tendons. The tendons gain greater mechanical advantage the further displaced the joint becomes, with tension created for the medial aspect of the joint and compression laterally.

Medial tension causes the medial collateral ligaments to pull on the dorsomedial aspect of the first metatarsal head, causing the bone to proliferate. Lateral tension causes the sesamoid apparatus to fixate in a laterally dislocated position. Remodeling also occurs laterally in addition to medially, as evidenced by the increase of the proximal articular set angle or structural remodeling of the cartilage. Therefore, without correction of the biomechanical etiology, excessive pronation continues, with propagation of the deformity.

Clinical

History

Patients can present initially in several ways; therefore, evaluation of their history is extremely important. A patient may present with a nonacute onset of deep or sharp pain in the first metatarsophalangeal joint during ambulation, with exacerbation during particular activities. This presentation indicates degeneration of the intra-articular cartilage.

Patients may also describe aching pain in the metatarsal head secondary to shoe irritation that is relieved when the shoes are removed. This presentation is indicative of superficial bump pain. Often, both forms of pain are progressive and have been present for many years. The frequency or duration of pain may have recently begun to increase, and activity may exacerbate the pain. Patients may even describe a recent notable increase in the size of the deformity or medial bump.

Limitation of physical or daily living activities is also a valuable aid in understanding the severity of the patient's pain. Ascertaining what relieves the pain and what past treatments (eg, surgery) is also important. Occasionally, trauma or inflammatory arthritis can be an associated finding.

Another possible presentation is burning pain or tingling in the dorsal aspect of the bunion, which indicates entrapment neuritis of the medial dorsal cutaneous nerve. The patient may also describe symptoms caused by the deformity, such as a painful overlapping second digit, interdigital keratosis, or ulceration to the medial metatarsal head, without complaint of the bunion deformity itself.

Physical examination

The physical examination includes an assessment of the vascular, dermatologic, neurologic, and musculoskeletal systems.

The musculoskeletal assessment can be divided into 2 components: determination of the causative etiology and evaluation of the resultant pathology (or presenting deformity). It is essential to understand both components to determine the most satisfying and successful treatment plan, whether conservative or surgical.

The workup for the causative etiology is tailored according to the patient's history. If a neurologic complaints, systemic arthritis, or collagen vascular disease are mentioned, they should be further addressed in detail. If none of these are present, the focus then turns to the biomechanical examination, which includes assessment of the following measures, any or all of which can contribute to hallux valgus:

  • Hip internal/external rotation
  • Genu valgum/varum
  • Tibial torsion
  • Ankle joint dorsiflexion
  • Subtalar joint range of motion (ROM)
  • Midtarsal joint ROM
  • Neutral calcaneal stance position
  • Resting calcaneal stance position
  • Forefoot/rearfoot varus or valgus

Assessment of resultant pathology can be divided into weight-bearing and non–weight-bearing evaluations, as both yield important information for determining the appropriate treatment protocol (see Image 4).

With the patient in a non–weight-bearing position, examine the following.

  • Hallux position: The position of the hallux in the transverse plane should be assessed relative to the second digit. The hallux can be overriding, under-riding, abutting, or without contact. Lateral deviation of the hallux may result from subluxation of the metatarsophalangeal joint or structural changes to the hallux. The hallux may be rotated in the frontal plane, as noted by valgus or varus rotation of the toenail. Thus, hallux abductus indicates transverse plane deformity while hallux abductovalgus indicates deviations in the transverse and frontal plane.
  • Medial prominence: Most medial prominences are located dorsomedial and appear to be more severe in a metatarsal adductus foot type. Erythema or bursa indicates the shoe pressure and irritation.
  • First metatarsophalangeal joint ROM: The first aspect to assess is maximum available motion. Normal dorsiflexion is 65-75° with plantarflexion less than 15°. The next aspect is quality of joint ROM and whether pain, crepitation, or both are present; such a finding indicates intra-articular cartilage degeneration. Pain without crepitation suggests synovitis. The axis of motion is the last variable to assess. The joint is considered track-bound if the hallux drifts laterally after being placed in a neutral position during ROM exercises. Degree of lateral drift indicates severity of lateral soft tissue contracture.
  • First ray ROM: The first ray should be evaluated in 2 ways. The first is determination of the ROM and resting position. Normal ROM is 10 mm total, with 5 mm dorsiflexion and 5 mm plantarflexion (see Image 5). Resting position should be neutral compared to the second metatarsal head. The second evaluation is determination of mobility in the transverse plane. In the normal foot there is little to no motion available. However, in the presence of hallux valgus motion may be detectable.
  • Plantar keratosis: Keratosis at the hallux interphalangeal joint (IPJ) indicates excessive pronation occurring at push off. If present underneath the first metacarpophalangeal joint (MPJ), this indicates excessive pressure secondary to equinus, rigidly plantarflexed first metatarsal, prominent sesamoid, rigid forefoot valgus, or cavus foot type. Keratosis underneath the second metatarsal head can indicate short first metatarsal or long second metatarsal, dorsiflexed first metatarsal with resultant transfer lesion, retrograde plantarflexion of the second digit from hammertoe deformity, or hypermobility of the first metatarsal.
  • Pain location: The entire first metatarsophalangeal joint complex should be palpated for presence of pain during passive and active ROM, including but not limited to the dorsal, plantar, and/or medial metatarsal head, sesamoid, crista, proper digital nerves, and extensor hallucis longus tendon.
  • Contracture of the extensor hallucis longus: This condition is present only in long-standing lateral subluxations of the first metatarsophalangeal joint or neuromuscular disease.
  • Associated deformities: Second digit hammertoes and flexible or rigid flatfoot are commonly noted. Instability of the second digit may allow a more rapid progression of hallux valgus, as the second digit is unable to act as an adequate lateral buttress.

Often, the pathology or severity of deformity is not as apparent when the patient is not bearing weight as it is when the patient is bearing weight. Therefore, weight-bearing examination is an important part of the physical evaluation. In the weight-bearing examination, assess the following aspects:

  • Positional increase of hallux abduction in the transverse and frontal planes
  • Increase in medial prominence
  • Increase in extensor hallucis longus tendon contracture
  • First metatarsophalangeal joint dorsiflexion, characterized as decrease, increase, or no change
  • Hallux purchase, noted as good, fair, poor, or absent (This should be normal preoperatively and serves as a baseline for postoperative examination.)
  • Metatarsus adductus (The greater the adductus, the greater the deformity appears.)



Indications for repair of hallux valgus include painful joint ROM, deformity of the joint complex, pain or difficulty with footwear, inhibition of activity or lifestyle, and associated foot disorders that can be caused by this condition. Associated foot disorders include the following:

  • Neuritis/nerve entrapment
  • Overlapping/underlapping second digit
  • Hammer digits
  • First metatarsocuneiform joint exostosis
  • Sesamoiditis
  • Ulceration
  • Inflammatory conditions (bursitis, tendinitis) of first metatarsal head



See Images 6-7.



Contraindications to surgery include the following:

  • Extensive peripheral vascular disease
  • Active infection
  • Active osteoarthropathy
  • Septic arthritis
  • Lack of pain or deformity
  • Advanced age
  • Lack of compliance
  • Myocardial infarction within the previous 6 months
  • Comorbid conditions that place the patient at significant cardiovascular or respiratory risk



Lab Studies

  • Generally, laboratory studies are not required for a routine assessment.
  • However, if systemic or metabolic disease is suspected, the studies of the following can be of value in determining the etiology or disease activity:
    • Uric acid
    • Sedimentation rate
    • C-reactive protein
    • Antinuclear antibody (ANA)
    • Rheumatoid factor

Imaging Studies

  • Radiographic views: Radiography continues to be the standard means with which to assess joint pathology and measure angular deformity. Weight-bearing anteroposterior (AP), lateral oblique (LO), lateral (LAT) projections, and sesamoid axial should be obtained in the angle and base of gait (see Images 8-9). Non–weight-bearing radiographs may reveal the osseous relationships differently, causing an improper selection of surgical procedure. Weight-bearing radiographs demonstrate the structural status of the foot.
    • The AP projection is used to determine the intermetatarsal angle, metatarsus adductus angle, hallux abductus angle, proximal articular set angle, and hallux abductus interphalangeus, as well as the first metatarsal length, sesamoid position, first metatarsophalangeal joint condition, bone stock, first metatarsal base, hallux rotation, and medial metatarsal head enlargement (see Images 10-11).
    • The LAT projection is used to determine first metatarsal sagittal plane position and dorsal exostosis and/or osteophytes.
    • The LO projection is useful in evaluating bone stock and presence of dorsomedial exostosis. Because the bunion is located on the dorsomedial aspect of the metatarsal head, the prominence may be fully appreciated only in an oblique view. In the sesamoid axial view, the sesamoids are observed for any lateral subluxation out of their respective grooves. As well, the crista is evaluated for erosion created by this subluxation. The joint sesamoid-metatarsal joint space is also examined for degenerative changes.
  • Radiographic angular relationships: various angles, structures, and positions are assessed as listed below.
    • Intermetatarsal angle: Normal is 8-12° in a rectus foot and 8-10° in an adductus foot type. This angle is the relationship between the longitudinal axis of the first and second metatarsal. If the angle is increased, the condition is termed metatarsus primus adductus.
    • Metatarsus adductus: Normal is less than 15°; more than 15° is considered adductus. This angle is the relationship between the longitudinal axis of the lesser tarsus and the second metatarsal. This angle indicates whether the forefoot is in a rectus or adducted attitude in reference to the rearfoot. The rectus foot has a metatarsus adductus angle less than 15°. An angle larger than 15° causes the hallux valgus deformity to appear more severe than it actually is.
    • Hallux abductus angle: The normal upper limit is 15-20°. This angle is the abduction of the longitudinal bisection of the proximal phalanx and first metatarsal; it is also known as the first metatarsal phalangeal angle. This is the primary method for quantification of the hallux abductus, either positional or structural.
    • Proximal articular set angle: The normal upper limit is 7.5°. This is a measurement of the structural position of the first metatarsal head cartilage. It is used in determining whether the joint is congruent, deviated, or subluxed (see Image 12).
    • Distal articular set angle: The upper limit of normal is 7.5°. This angle detects structural abnormalities of the proximal phalanx base. Abnormalities may indicate the need for proximal phalanx osteotomies. The angle is determined by longitudinal bisection of the proximal phalanx of the hallux with reference to a line drawn that connects the medial and lateral extents of the proximal phalangeal articular surface. The degree of abduction of the phalangeal bisection away from 90° determines this angle.
    • Sesamoid position: Positions 1-3 are normal, and the range is 1-7 (see Image 13). In the pathologic hallux valgus, the crista is often eroded as a result of the laterally deviated position of the sesamoids. The sesamoid position represents the degree of lateral subluxation of the sesamoid apparatus.
    • First metatarsal declination angle: Ranges from 15-30° are normal. This angle is determined by bisection of the first metatarsal shaft in reference to the weight-bearing surface. This is a useful evaluation for selection of a procedure that includes plantarflexion of the metatarsal in the sagittal plane.
    • Hallux valgus interphalangeus angle: The upper limit of normal is 10°. A measurement larger than this indicates a structural deformity of either the proximal phalanx head or the distal phalanx base. This causes the hallux to have an abducted appearance, which is occasionally confused with a hallux valgus deformity. An inability to detect an abnormal angle may lead the surgeon to overcorrect a hallux abductus. The angle of abduction is determined on an AP view from longitudinal bisection of the proximal phalanx compared to longitudinal bisection of the distal phalanx.
  • Radiologic pathology: Radiographs may be useful in evaluating the condition of the first metatarsophalangeal joint. A couple aspects should be evaluated.
    • The first aspect is the width and uniformity of the joint space (see Images 14-15). Normally, the joint space appears uniform. Increase or irregularity is indicative of degenerative changes. Therefore, if the osteoarthritis is severe enough, a joint-destructive procedure should be entertained.
    • Another aspect that should be evaluated is the presence of osteophytes at the articular margins. The normal joint is free of osteophytes. The presence of osteophytes is be yet another indication of severity of degeneration.
  • Radiographic bone stock: The radiograph is an excellent method for determination of quality and density of bone.
    • In general, the bone density should be uniform, and the trabeculation should be fine.
    • The head of the metatarsal should also be evaluated for the presence of cysts. In the normal metatarsal head, cysts should not be observable. If noted, cysts indicate a structural adaptation of the bone secondary to function and load or the presence of systemic arthritis.
    • Indications of severe osteopenia or cysts may preclude the use of various forms of internal fixation or osteotomy selection. Note increased density of the second metatarsal, which indicates excessive forces on the second metatarsal due to instability of the first metatarsal. Stress fractures of the second metatarsal commonly occur with this etiology (see Image 16).
  • Other radiographic findings: Depictions of hallux valgus, the medial eminence, and the soft tissue are evaluated as well.
    • Hallux valgus: No valgus rotation, as noted by the symmetrical concavity of the borders the medial and lateral shafts, should be evident. Asymmetry would indicate the need for a procedure to the proximal phalanx to derotate the hallux.
    • Medial eminence: The normal metatarsal head is free from excessive bony proliferation. The presence of bony proliferation is indicative of the imbalance of the joint with excessive medial tension occurring.
    • Soft tissue: The soft tissues are evaluated for evidence of edema, bursae, calcification, or other signs of chronic inflammatory changes.
  • Other imaging studies usually do not help in determining the degree of deformity or in evaluating the condition of the joint. However, one possible adjunct study is technetium 99m–labeled hydroxyapatite bone scanning to rule out osteomyelitis if ulceration is present and if the radiographic findings are inconclusive.

Staging

Root et al described the pathomechanical development of hallux valgus in 4 stages.

  • In stage 1, excessive pronation causes hypermobility of the first ray, causing the tibial sesamoid ligament to be stretched and the fibular sesamoid ligament to contract, and lateral subluxation of the proximal phalanx occurs.
  • In stage 2, hallux abduction progresses, with the flexor hallucis longus and flexor hallucis brevis gaining lateral mechanical advantage.
  • In stage 3, further subluxation occurs at the first metatarsophalangeal joint, with formation of metatarsus primus adductus.
  • In stage 4, the first metatarsophalangeal joint finally dislocates.



Medical therapy

Adequate physical examination is required to determine the contributing etiology and resultant deformity to know how to approach treatment. Medical therapy can be used to address the etiology, but it cannot change the deformity, as this is irreversible because of cartilage, bony, and soft tissue adaptation. Therefore, most medical therapies are aimed at assuaging symptoms.

Adapting footwear

Spot-stretching shoes or using of shoes with wider and deeper toe boxes might be considered. Padding and strapping have limited success, other than to relieve footwear or digital pressure in long-term management. However, in the elderly population, padding and strapping may be the best options if contraindications to surgical correction are present.

Pharmacologic or physical therapy

Nonsteroidal anti-inflammatory drugs and physical therapy can also be offered to relieve acute, episodic inflammatory processes. Corticosteroid injections can also be offered in the management of acute inflammatory conditions to the first metatarsophalangeal joint. No evidence supports prolonged physical therapy for hallux valgus.

Functional orthotic therapy

Functional orthotic therapy might be implemented to control the biomechanics. This approach can relieve symptomatic bunions, though the foot and first metatarsophalangeal joint must still have some degree of flexibility. For example, the joint cannot be clinically found to be laterally track bound, and on radiograph, the sesamoid position cannot be greater than 4. These 2 findings indicate a nonreducible deformity, or one that cannot be manipulated to a neutral pain-free position.

Flexibility is necessary, as it allows the orthotics to manually manipulate the joints and foot and reduce the deformity. It provides stability and thus relief. A rigid deformity can only be corrected surgically, as it can no longer be manipulated.

If orthotics are to be manufactured for a patient, the physician must be familiar with the orthotic prescription form to control the patient's deformity, though this form varies among different manufacturers. In addition, a sufficient understanding of what the patient requires may enable the physician to use simple over-the-counter devices instead of more costly custom-molded devices.

The physician should be aware of the following issues: the patient's activities and weight, the top cover of the orthotic, the rearfoot/forefoot post, the biomechanical examination, and the possible modifications. These are discussed in more detail next.

Activity

When prescribing orthotics, the physician should ask questions such as these: "When will the patient primarily be using the orthotics? In dress shoes? During sports activities? During the day at work?"

Generally, dress shoes afford the patient the option to wear smaller devices, but these lack the control as larger orthotics. Patients participating in sports require more shock-absorbing capability from the orthotic; therefore, a more pliable material should be used.

Furthermore, the type of material used for the shell or orthotic can vary. A rigid material, such as graphite, is thin and lightweight, it does not deform, and it is durable. However, graphite has a tendency to crack; therefore, it should not be used for sports applications. Another option is polypropylene, a type of durable, flexible plastic that is resistant to breakage. It can easily be altered by grinding or heat molding in the office, whereas graphite cannot. One disadvantage of polypropylene is its tendency to deform over time and with use. Some physicians use leather or cork with success.

Weight

The material used can be ordered in varying thicknesses. The heavier patient need a material that is thicker in to enable it not to bend, crack, or deform under the patient's weight. As well, the bulkier the patient's shoe, the thicker the shell material that can be used without causing the orthotic to fit uncomfortably. A thicker material can add control.

Top cover

Orthotics generally have liners on top of the shell, either for shock absorption or cushioning or to act as the shoe liner. Choices include but are not limited to leather, vinyl, Spenco, ethylene vinyl acetate (EVA), Poron, and Pelite. Top covers do not contribute to the control of the orthotics and are not functionally needed.

Rearfoot/forefoot post

Applying a post, or exterior material that is either molded with the shell or added on later from a different material can increase the stability and control of the orthotic. A rearfoot post is under the heel cup, which does not extend into the midfoot region. A forefoot post may be added for biomechanical control for a patient with a rigid deformity, such as rigid forefoot valgus, which cannot be satisfactorily or comfortably controlled with the orthotic due to the nonmaneuverability of the patient's foot. Therefore, the patient with rigid forefoot valgus requires a piece of material added extrinsically, or under the orthotic on the lateral aspect, to balance the forefoot to the rearfoot.

Biomechanical examination

The physician must determine what type of deformity the patient has and obtain angular measurements to prescribe for the correction.

A plaster non–weight-bearing mold is made of the foot in a neutral position (rear foot neither everted or inverted), with the forefoot loaded to simulate weight bearing. From this cast, the orthotic manufacturer creates an orthotic with corrections built into the orthotic. For example, if the patient has a 4° flexible forefoot varus, the rear foot is likely compensating for this deformity in order to allow the forefoot to bear weight evenly across all metatarsal heads. A well-built orthotic compensates for this inconsistency and allow the foot, both in the forefoot and rear foot, to stand in a neutral position, removing increased pressures and deforming forces caused by the compensation.

Modifications

Modifications include measures such as increasing the height of the heel cup (for more control), creating a wider medial arch (for a collapsed, flat foot), providing plantar fascial groove (for a tight, painful plantar fascia), and using a metatarsal pad (for pain under second metatarsal head secondary to overloading due to the hallux not bearing weight appropriately).

If the etiology is determined to be a metabolic or systemic condition, it is best to work with a rheumatologist, neurologist, or primary care physician to stabilize, manage, and slow the progression of disease and to choose therapy for the hallux valgus deformity.

Surgical therapy

Surgical treatment can be offered when conservative therapy is impractical or fails to relieve the patient's symptoms. The goals of surgical treatment are to relieve symptoms, restore function, and correct the deformity. The clinician must consider the patient's history and physical and radiographic findings before selecting a procedure. On occasion, the final procedure is determined intraoperatively when the physical appearance of the joint, bone, and tissue can be directly observed.

The following features of the surgical repair allow for successful correction of the deformity:

  • Establishment of a congruous first metatarsophalangeal joint
  • Reduction of the intermetatarsal angle
  • Realignment of the sesamoids underneath the metatarsal head
  • Restoration of the ability of the first ray to bear weight
  • Maintain or increase the first metatarsophalangeal joint ROM
  • Realign the hallux to a rectus position
  • Correction and/or control of the etiologic factors

The actual procedures vary depending on the surgeon's preference, the nature of the deformity, and the particular needs of the patient, though the surgeon can follow a simple algorithm based on clinical and radiographic findings to determine the procedure of choice (see Image 17).

The procedure is chose to reduce the patient's symptoms most effectively and prevent reoccurrence. The selections are based on particular components of the hallux valgus, which can include positional and structural deformities of the metatarsophalangeal joint, adaptive changes of the first metatarsophalangeal joint, and the position and condition of the sesamoid apparatus.

The classes of surgical procedures include capsulotendon balancing or exostectomy, osteotomy, resectional arthroplasty, resectional arthroplasty with implant, first metatarsophalangeal joint arthrodesis, and first metatarsocuneiform joint arthrodesis.

Capsulotendon balancing or exostectomy

This procedure can be performed independently, but it is usually performed in conjunction with an osteotomy. It is designed to restore the integrity of the first metatarsophalangeal joint and reduce the medial osseous prominence of the metatarsal head.

Indications include a painful osseous medial prominence of the metatarsal head, deviated or subluxed first metatarsophalangeal joint, adequate, pain-free ROM, and reducible deformity. The patient's postoperative course includes limited-to-full weight bearing in a surgical shoe immediately following the procedure.

Osteotomy

Osteotomy (see Images 18-19) is performed to correct structural deformities associated with the cuneiform, metatarsal, and phalanges of the first ray and typically includes a lateral release and capsulorraphy. These procedures should be performed at the level of the deformity.

Akin first proposed osteotomy of the hallux in 1925 for the correction of hallux valgus. However, experience has shown that this is not a primary procedure to be used for the repair of hallux valgus deformity, as it does not directly restore the sesamoid position, address adaptive changes of the cartilage of the metatarsal phalangeal joint, or correct metatarsal deviations. Instead, hallux osteotomies are used to address deformity of the proximal phalanx, correct an abnormal hallux abductus interphalangeus angle, long proximal phalanx, abnormal distal articular set angle (DASA), or frontal plane rotational position of the hallux.

The common proximal phalanx osteotomy performed is the Akin procedure, in which a medial wedge is removed from the proximal phalangeal shaft. This procedure is often performed concomitantly with a procedure that does address hallux valgus, should deformity of the proximal phalanx also be present. It is best evaluated intraoperatively once the primary surgical procedures have been performed.

Should an Akin operation be performed independently for correction of hallux valgus, the surgeon may anticipate an even greater lateral subluxation of the first metatarsophalangeal joint that leads to rapid recurrence of the original condition despite the initial clinical improvement.

Metatarsal/cuneiform osteotomies address deformities occurring along the metatarsal/cuneiform complex. Indications include an increased intermetatarsal angle, metatarsus primus elevatus, or increased proximal articular set angle with articular adaptation of the first metatarsal head. The levels at which they are performed include the distal, diaphyseal, and proximal levels along the metatarsal shaft.

Distal osteotomies are performed in the metaphyseal region and achieve only a relative correction of the intermetatarsal angle. They are inherently stable and are associated with fewer occurrences of head displacement/rotation or shaft elevation. The joint congruency is corrected primarily with this osteotomy. They may be performed for both a congruent joint as well as an incongruent joint with an intermetatarsal angle less than 15°. Following distal osteotomies, the patient typically has 2-6 weeks of limited weight-bearing in a surgical shoe. Common complications include shortened first metatarsals, second metatarsalgia, restriction of motion, and recurrence of deformity.

Common distal or head osteotomies include the following: (1) the Reverdin-Laird procedure, which is a medially based wedge resection with lateral transposition of the metatarsal head; (2) the Austin or Chevron procedure in which a horizontally directed V displaced osteotomy with lateral transposition of the metatarsal head; and (3) the Mitchell procedure, which is a lateral transpositional transverse osteotomy with preservation of a lateral cortical block of bone.

Diaphyseal osteotomy is associated with a decreased blood supply and is less stable than a distal procedure, but it can achieve a greater correction of the deformity and address a true proximal articular set angle (PASA) deviation. It can lengthen the first metatarsal after rotation or translocation to correct the intermetatarsal angle; therefore, it is a good procedure of choice for short metatarsals. The midshaft osteotomy is performed for mild-moderate hallux valgus deformities, with an intermetatarsal angle greater than 15° but a hallux valgus angle <40°, though large degrees of correction can also be achieved with greater rotation of the fragments. In addition, this can be performed as an alternative to a base procedure. This procedure is best used in patients with good bone quality without significant osteopenia.

Common midshaft or diaphyseal osteotomies include (1) the Scarf procedure in which a Z-shaped osteotomy in the transverse plane extends from the metatarsal head to the base with lateral rotation of the distal fragment, and (2) the Ludlof procedure in which an oblique osteotomy is oriented dorsal and proximal to plantar distal from the head to the base with distal bone fragment transposed laterally.

The proximal osteotomy is considered to be the least stable, with the greatest risk for metatarsal elevation and fixation failure, but it achieves an actual instead of relative correction of the intermetatarsal angle. Base osteotomies are considered for hallux valgus deformities with an intermetatarsal angle greater than 15° and a hallux valgus angle greater than >40, in which the first metatarsocuneiform joint does not demonstrate hypermobility.

Proximal procedures necessitate the use of a non–weight-bearing cast for 4-8 weeks until complete ossification occurs to prevent elevation of the metatarsal.

Common base or proximal osteotomies as follows: (1) In the crescentic method, a crescentic blade is used to transect the first metatarsal, resulting in a dome-shaped osteotomy. The distal segment can be rotated in the transverse and sagittal planes for correction of the deformity. (2) The closing abductory wedge (Loison/Balacescu type) procedure is a transverse osteotomy with the lateral wedge removed and the medial hinge kept intact. (3) The closing abductory wedge (Juvara) procedure is a long, oblique osteotomy extending proximal-medial to distal-lateral with the lateral wedge removed and medial hinge left intact.

Resectional arthroplasty

Resectional arthroplasty (see Images 20-21) is a joint-destructive procedure that is most commonly reserved for elderly patients with advanced degenerative joint disease with significant limitation of motion.

The typical resectional arthroplasty that is performed is known as a Keller procedure. It is performed when morbidity might be increased with the more aggressive osteotomy that would otherwise be selected. The procedure includes resection of the base of the proximal phalanx with reapproximation of the abductor and adductor tendon groups. The technique is inherently unstable and should be used judiciously. The postoperative course includes limited to full weight bearing in a surgical shoe immediately after the procedure.

Resectional arthroplasty with implant

Resectional arthroplasty with implant (see Images 22-24) is the same procedure as the resectional arthroplasty, with similar indications, yet with the addition of the total implant the stability is markedly improved. However, this operation is not without the complications inherent to implants, which include foreign-body reactions, synovitis, lysis of the bone, and implant failure.

First metatarsophalangeal joint arthrodesis

First metatarsophalangeal joint arthrodesis (see Images 25-26) is a joint-destructive procedure, yet it offers a higher degree of stability and functionality and is considered the definitive procedure for degenerative joint disease. It results in complete loss of motion at the first metatarsophalangeal joint and is reserved for patients with high activity levels and functional demands.

This is a difficult procedure to perform in elderly persons because of the need for non–weight-bearing status for 4-8 weeks postoperatively. Indications include painful or severely limited first metatarsophalangeal joint ROM, significant degenerative arthritis, revision or repair of prior arthroplasty with implant or osteotomy (salvage procedure), extensive trauma to the first metatarsophalangeal joint not reparable with osteotomy, ligamentous laxity, and neuromuscular disease.

First metatarsocuneiform joint arthrodesis

Significant and/or hypermobile hallux abductovalgus may be reduced with arthrodesis of the first metatarsocuneiform joint (see Images 27-28.) Indications include metatarsus primus varus, hypermobility of the first ray, metatarsalgia of the lesser metatarsals, and degenerative joint disease of the metatarsocuneiform joint.

Preoperative details

A complete history and physical examination are required for surgical correction. The evaluation may include an electrocardiography; chest radiography; and laboratory workup, including a complete metabolic panel, complete blood count, coagulation studies, and urinalysis if warranted.

The history should include allergies, complications with anesthesia, bleeding disorders, use of anticoagulants, immunocompromise status, and tobacco use. The patient should be well informed of the etiology, course, and prognosis of the deformity, as well as the risks and benefits of conservative and surgical options.

Hallux valgus can generally be surgically corrected on an outpatient basis. Situations that could warrant inpatient hospitalization include the need for parenteral medications, the presence of perioperative complications or anesthetic complications, an inability to functioning independently, and the presence of coexisting medical condition. Patients undergoing complex surgical procedures may also require hospitalization.

Hallux valgus can be corrected surgically by using a variety of anesthetic techniques depending on the surgeon's, patient's, or anesthesiologist's preference. The choices include general anesthesia, spinal anesthesia, or monitored anesthesia with local blocks. The block is typically performed with a short- and/or long-acting local anesthetic. It should be administered prior to the initial incision for maximum benefit and preemptive analgesic effect. A pneumatic ankle tourniquet is generally advised to achieve hemostasis for better intraoperative visualization.

Prophylactic antibiotics are generally not warranted unless the surgery is anticipated to last longer than 2 hours, the patient is immunocompromised, or an implant is being inserted.

Intraoperative details

A linear dorsomedial longitudinal incision, extending from the mid shaft of the first metatarsal distally to the mid shaft of the proximal phalanx medial to the extensor hallucis longus tendon, is created. The incision is deepened through skin and soft tissue, with care taken to identify and retract all vital neurovascular structures. Cauterization is used as needed for bleeding. The lateral release is then performed in stepwise fashion to achieve release of lateral contractures, with the hallux able to reduce without restriction (see Image 29). Capsulotomy is then performed and the periosteum is reflected to expose the metatarsal head.

The initial goals of the anatomic dissection are to provide access to the surgical area, to establish hemostasis, to identify and release any soft tissue contractures, and to prepare the site for the osteotomy. Once this is accomplished, the predetermined osteotomy is performed. Fixation is achieved by using the lag technique described by the Arbeitsgemeinschaft für osteosynthesefragen–Association for the Study of Internal Fixation (AO-ASIF).

Once fixed, the capsule, subcutaneous tissue, and skin are reapproximated, with capsulorraphy performed if warranted. Dressings consist of nonadherent gauze with dressings to splint the hallux in its newly corrected position.

Postoperative details

The type of procedure performed and its inherent stability determine postoperative management of the osteotomy. Dressings applied at the time of the surgery should supply corrective forces, such as derotation, plantarflexion, and adduction, while the soft tissue remodels with mild compression to control postoperative edema.

Pain should be well controlled postoperatively. The patient's weight-bearing status is determined on the basis of the procedure performed, but it is generally limited during the first 2 weeks to prevent deviation or displacement and to minimize edema. The patient may begin ROM exercises on a daily basis after the sutures are removed, and weight-bearing is advocated to prevent limitation of joint motion from excessive scarring.

Radiographs are obtained immediately after surgery and when a change in activity level is anticipated to assess alignment, fixation, and progression of ossification.

Follow-up

Once the immediate postoperative period has passed, ensuring that the deformity does not recur is important. Therefore, the etiology must again be reconsidered and addressed properly. If the practitioner is can control such factors, he or she should do so at this time to optimize the surgical results.

Patients may require functional orthotic control. Several studies have shown that orthotic devices are beneficial, especially in patients with diseases such as rheumatoid arthritis in which excessive forces accelerate degeneration. Control of these forces may postpone further destruction to the joints and provide the best long-term results after surgery.



Complications can include delayed healing of the incision, osseous malunion or nonunion, numbness or tingling, hematoma, hardware failure, displacement of the osteotomy, delayed suture reaction, cellulitis, osteomyelitis, avascular necrosis, elevation of the metatarsal, transfer lesions, limitation of joint motion, hallux varus, and recurrence. These complications can vary depending on the surgical technique and procedure. Preoperative education and realistic patient expectations can help in minimizing or managing these sequelae.



Hallux valgus is a complex deformity, and various approaches are available. To date, no satisfactory studies have been performed to compare the various procedures and their success rates. If the deformity and etiology are successfully addressed, the benefits of treatment far outweigh the risks.

For excellent patient education resources, visit eMedicine's Foot Care Center. Also, see eMedicine's patient education article Corns and Calluses.



In the future, surgeons and patients will benefit from prospective randomized studies to actively compare various procedures, their success rates, and their indications. The surgeon must continually search for the most stable procedure that offers the greatest degree of correction with the fewest complications. Surgeons must first be familiar with what has been attempted previously to avoid the mistakes of the past.



The authors and editors of eMedicine gratefully acknowledge the contributions of previous coauthor Dr Dale Dalenberg to the development and writing of this article.



Media file 1:  Rheumatoid arthritis. Note the greater deformity of the right foot (image left) versus the left foot (image right).
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Media file 2:  Rheumatoid arthritis. Note the lateral deviation of the hallux, the cystic changes of the metatarsal head, and the hammertoe of the lesser digits.
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Media file 3:  Line of pull of the extensor hallucis longus causing the metatarsal to deviate medially and hallux to deviate laterally.
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Media file 4:  Non–weight-bearing foot. Note the medial prominence, contracture of extensor hallucis longus, and callus on the second digit.
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Media file 5:  Non–weight-bearing foot with range of motion being assessed of the first ray, which is currently in neutral (neither plantarflexed or dorsiflexed) position.
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Media file 6:  Lateral view of the first metatarsophalangeal joint with ligaments of the sesamoid complex.
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Media file 7:  Plantar muscles that contribute to the deforming forces.
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Media file 8:  Anteroposterior and lateral radiographs, weight-bearing views.
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Media file 9:  The medial bony enlargement is more prominent on this lateral oblique projection than on other views.
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Media file 10:  Template showing angular measurements.
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Media file 11:  Another template showing increase angular relationships.
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Media file 12:  Congruency of the first metatarsophalangeal joint.
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Media file 13:  Tibial sesamoid position with bisection of the first metatarsal. Positions 1-3 are normal. Positions 4-7 indicate erosion of the crista and a laterally track-bound, nonreducible hallux valgus.
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Media file 14:  Bunion deformity with minimal joint destruction.
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Media file 15:  Bunion deformity with significant joint destruction.
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Media file 16:  Large intermetatarsal angle and hallux abductovalgus deformity secondary to previous injury. Note the increased cortical density of the second, third, and fourth metatarsals.
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Media file 17:  Algorithm for choosing surgical correction of hallux abductovalgus.
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Media file 18:  Hallux abductovalgus deformity.
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Media file 19:  Postoperative radiograph obtained after head osteotomy.
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Media file 20:  Preoperative radiograph.
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Media file 21:  Postoperative radiograph shows Keller, or resectional, arthroplasty.
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Media file 22:  Preoperative radiograph shows degenerative joint disease.
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Media file 23:  Postoperative radiograph obtained after resectional arthroplasty and total joint implant placement.
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Media file 24:  Preoperative template for implant placement.
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Media file 25:  Preoperative radiograph shows arthrodesis.
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Media file 26:  Postoperative radiograph show arthrodesis.
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Media file 27:  Preoperative radiograph shows a hypermobile first ray.
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Media file 28:  Postoperative radiograph shows arthrodesis of the first metatarsocuneiform.
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Media file 29:  Lateral release sequence: (1) release of the conjoined adductor hallucis tendon, (2) release of the fibular sesamoid ligament, (3) tenotomy of the lateral head of the flexor hallucis brevis, and (4) excision of the fibular sesamoid.
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