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A basal metatarsal osteotomy of the first ray is an operation for moderate to severe Hallux Valgus deformity, and most commonly is either a medially based opening wedge or a laterally based closing wedge. Less commonly performed, and more technically challenging designs of osteotomy also exist, in particular the basal chevron and the cresentic basal osteotomy.
The choice of an opening wedge osteotomy (as demonstrated in this technique) avoids the shortening of the 1st Ray which can occur with the use of a closing wedge osteotomy, but careful soft tissue balancing is required with the opening wedge.
Though the inter-metatarsal angle is well corrected (as long as an appropriately large size of open wedge plate is selected) inevitably the distal metatarsal articular angle (DMAA) is angulated more into valgus which means almost always an Akin osteotomy, or distal metatarsal osteotomy, is also required. An Akin is often also required to address pronation of the hallux which can be marked with larger deformities. Other procedures are always required to rebalance the soft tissues in particular a modified McBrides procedure and medial capsular plication (in common with most operations for Hallux Valgus correction) and on occasion careful Z-lengthening of the extensor tendons to the hallux.
Some Surgeons will routinely combine a basal osteotomy with a distal metatarsal osteotomy to correct severe deformity, though I have not found the need if using the other techniques described.
Alternate operations used for severe deformities are commonly either a corrective first MTP fusion or a Lapidus procedure, or in some peoples hands a Scarf osteotomy.
Readers will also find these other OrthOracle surgical techniques give useful, alternative perspectives Scarf osteotomy , Lapidus fusion using the I.O. Fix implant (Extremity Medical) , First MTP Fusion :Coughlin reamer preparation and Orthosolutions Cannulated 4mm screws. ,First MTP Fusion-Crossed screws technique. First MTP Fusion (using Stryker Anchorage MTP arthrodesis plate )for Hallux Varus .

INDICATIONS:
-The indication for a Basal metatarsal osteotomy is most commonly a moderate to severe Hallux Valgus deformity. Whatever type of osteotomy is used these are usually more involved procedures than the when correcting of mild or moderate deformity.
-The Basal osteotomy of course does not need to be restricted to just larger deformities and most opening wedge plating systems will contain smaller sized open wedges for these cases.
SYMPTOMS & ASSESSMENT:
Patients with symptomatic Hallux Valgus will have pain predominantly from the medial eminence. Pain is classically when in shoe-wear (or more specifically tighter fitting shoe-wear) though will persist for a while when shoes have been removed.
If there is a proportion of pain from the hallux independent of shoe-wear, or perhaps pain is actually reduced in shoe-wear despite a bunion being being present , then first Metatarso-phalangeal (MTP) arthritis may be present. Depending on its severity this may preclude an osteotomy, a 1st MTP fusion producing a more predictable outcome with the combination of Hallux Valgus and an arthritic joint. It should be understood that more minor degrees of 1st MTP osteoarthritis would not preclude using a Basal metatarsal osteotomy and preserving the 1st MTP joint with a debridement or cheilectomy as appropriate . There are no absolutes and this is something for discussion with the patient in detail. Arthritic symptoms if present may be exacerbated by the realignment of the MTP joint, on occasion severely.
Patients with 1st MTP arthritis in whom the joint is being preserved should be aware that the joint will likely be stiffer post-operatively and over a period of time their arthritis will likely progress. Hallux Valgus correction is not known to stop this risk (see paper by Bock in the results section).
Pain from other areas of the forefoot should be specifically questioned about. A first ray defunctioned by Hallux Valgus may lead to transfer metatarsalgia from the 2nd or 3rd metatarsals and Mortons neuromas are a common forefoot pathology that may co-exist with a bunion.
In examining the patient the first thing to do is look at the weight-bearing appearance of the foot, which gives the most valid way of assessing the size of the deformity.
In my own practice range of movement of the 1st MTP joint should be assessed. There should be a full (same as the other side) range of pain-free MTP movement from the joint. If the range is reduced it may be due to arthritis in which case a fusion procedure may be a more appropriate choice. Equally, abnormal joint alignment caused by the deformity may limit the range of an otherwise normal joint in which case a basal osteotomy
It is worth noting if pronation of the MTP joint is present. If this is significant an Akin osteotomy may be required to correct this element of the deformity. Also any significant Hallux Interphalangeus should be identified and correction also by Akin osteotomy considered. A definitive decision on this is usually made at the time of operation. An Akin osteotomy may also be required if during capsular closure there is a tendency for the MTP joint to continue deviating into valgus despite a stay stitch in the medial capsule(see operative technique).
One should also make an assessment of the nature of the soft tissues, by how passively correctable the deformity is. Large Hallux Valgus deformities with stiff soft tissues are harder to correct than ones with lax soft tissues which will allow easy correction passively.
Other sources of pain from the forefoot should be actively looked for in every case (whether complained of or not). Common inter-current pathologies are transfer metatarsalgia (mainly from 2nd, 3rd and 4th metatarsal heads) where callosities are often associated and are painful on direct plantar compression. A Mortons’ neuroma will often yield pain on compressing through the 2/3 or 3/4 web spaces and lesser toe deformities may impinge in shoe-wear dorsally or produce plantar metatarsal head pain. Associated deformities of the lesser toes should also be examined for and corrected if symptomatic.
INVESTIGATION:
Weight bearing AP & Lateral X-rays should be performed on all patients having surgery.
The first question is whether there is significant arthritic change, to the extent that a fusion rather than an osteotomy should be considered.
The 1/2 inter-metatarsal angle determines whether the deformity is mild , moderate or severe from the perspective of planning which type of osteotomy is likely to be required to produce an adequate correction of the deformity.
As a rule of thumb if both sesamoids are “uncovered” and not underneath the first metatarsal head on an A-P X-Ray then it is a severe deformity. If using this means of assessment(and also if measuring the 1/2 inter-metatarsal angle) one catch to be aware of is that if all the metatarsals have a varus angulation then the 1/2 angle will not measure as being large even in a severe looking deformity (aesthetically) and also the 1st metatarsal may not sit “off” both sesamoids
When assessing the foot radiographically be wary of the distal metatarsal articular angle(DMAA). If this is significantly into valgus (in other words if the joint surface sits at a significant valgus angle relative to the long axis of the metatarsal) then a basal opening wedge osteotomy will further increase this aspect of the deformity (whilst concurrently reducing the inter-metatarsal angle) .This will make correction of the Hallux Valgus (HV) angle more challenging. As a minimum an Akin osteotomy under these circumstances (or the addition of a distal metatarsal osteotomy) is likely to be required. More comprehensive soft tissue releases involving the Extensor Hallucis Longus and Brevis tendons may also be required.
With regards to radiographic criteria a mild Hallux Valgus could be said to be a Hallux Valgus angle (the degree of lateral angulation of the hallux relative to the first ray ) of less than 2o degrees and an inter-metatarsal angle of less than 11 degrees. A moderate deformity displays a Hallux Valgus angle of 20 to 40 degrees and an Inter-metatarsal angle of 11-18 degrees. A severe deformity a Hallux Valgus angle in excess of 4o degrees and inter-metatarsal angle over 18 degrees.
NON-OPERATIVE ALTERNATIVES:
-Wide fitting shoe-wear.
-Silicone spacers and toe splints will separate the digits but not effect the forefoot width in any corrective way.
-In flat feet a medial arch orthotic may reduce medial column loading and reduce the forces through the medial eminence. They however add extra volume into a shoe and so may tighten shoe-wear fit and increase pain in this way.
SURGICAL ALTERNATIVES:
There are other designs of basal osteotomy described , in particular cresentic , basal chevron and a laterally based closing wedge. The most straightforward technically is certainly the opening wedge described but appropriate implant choice is cruical. There are significant variations in terms of the bulk of the implant as well as whether the screws are locking or not.
Any symptomatic arthritic change should make one consider a corrective fusion, whose effects can be equally dramatic with respect to deformity correction(see the imaging section for 1st MTP fusion). This is a considerably more straightforward operation. Even in the absence of arthritic change a corrective fusion is legitimate treatment for a severe Hallux Valgus deformity in an appropriate patient (see 1st MTP joint fusion technique).
In the presence of a hyper-mobile 1st Metatarso-cuneiform joint one should consider a Lapidus procedure.
CONTRAINDICATIONS:
In a symptomatic Pes Planus with 1st Metatarso-cuneiform hyper-mobility consider a Lapidus procedure instead.
Conditions or medications effecting soft tissue or bone healing need to be optimised prior to surgery ( and smoking avoided or minimised post-surgery).
Patients with impaired neurological function (in whom fusion is more reliable)
Juvenile deformity with open growth plates
In patients with Hallux Valgus and moderate to severe joint disease (degenerate or inflammatory) an MTP fusion is likely to be required.

General or Regional anaesthetic
Antibiotics & LMW Heparin on induction
Laminar flow theatre if available
Ankle tourniquet
Patient supine
Pre/post operative Nerve block (popliteal or inter-metatarsal )for analgesia
High speed saw & wire driver
Lambotts osteotomes
On table X-ray to be available.

Day-case or overnight stay
LMW Heparin 2 weeks
Weight bear using post operative shoe for 4 weeks
Crutches likely required 1-2 weeks
Patient taught self-mobilisation of MTP from 1 week post op, both active and passive. A thera-band is useful for this.
The key is achieving dorsi-flexion early. My routine is to suggest 20 -30 cycles of plantar/dorsi-flexion using & against the thera-band three times per day. Physio supervision from 4 weeks if they haven’t achieved adequate range through the joint.
Kellers bandage/post operative splint for 4 weeks
Dressings to continue 24/7 until all wounds dry.
If the EHL has been lengthened then supportive dorsal taping to the hallux for a total of 8 weeks will be required to reduce the chance of the toe “dropping”.
From 4 weeks the patients should cleanse the foot twice a day, once in a salt water bath and once by bathing/showering
Dressings, especially to medial wounds, to continue for the first month in shoe-wear.
Appropriate shoe-wear fit is vital in the first month or so after the post-op shoe
I advise fit-flops, Uggs, wider fit shoes or open sandals. Stiffer Heels ( platform or wedge ) are encouraged in women, from when comfortable, to promote MTP dorsi-flexion.
Patients may static bike & swim from 4 weeks , Cross-train from 6 weeks and re-start light jogging on treadmill from 9 weeks .

Proximal opening wedge metatarsal osteotomy for correction of moderate to severe hallux valgus deformities using a locking plate.
Int Orthop 2013. 37(9) :1765-1770. Badekas A, Georgiannos D, Lampridis V, Bosbinas I.
107 feet followed up for a mean of 4 years. The most common size of open wedge plate used was a 5mm one.
Preop the mean IMA was 16 degrees(range 12-22 ) and mean Hallux Valgus angle was almost 40. Post-op the mean IMA was almost 12 degrees and mean Hallux Valgus angle was 12 degrees.
Recurrence rate of 2%, non-union of 2% , infection rate of 3%, 4% required metalware removal.
Basal closing wedge osteotomy for correction of Hallux Valgus and metatarsus primus varus
Foot & Ankle Intl.1999. 20(3): 171-77. Trnka HJ et al
42 patients with feet 60 operated feet were followed up for a minimum of 10 years
Almost 90% rated their outcome as good or excellent and just over 70% rated the cosmesis similarly.
Pre-op hallux valgus angle mean was almost 40 degrees and IMA mean 16 degrees
Post-op mean hallux valgus angle was almost 20 and IMA almost 7 degrees
Hallux Valgus and cartilage degeneration in the first metatarsophalangeal joint.
P.Bock, K-H. Kristen, A. Kroner, A. Engel. J Bone Joint Surg. 2004. 86-B(5):669-673
An intra-operative observational study of chondral lesions within the 1st MTP joint (including the sesamo-phalangeal articulations)seen at time of corrective Hallux Valgus surgery. Almost 70% of 265 1st MTP joints displayed some degree of lesion, the severity of which correlated with the severity of the pre-surgical deformity.
Reference
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