
Learn the Hallux valgus: Scarf osteotomy surgical technique with step by step instructions on OrthOracle. Our e-learning platform contains high resolution images and a certified CME of the Hallux valgus: Scarf osteotomy surgical procedure.
The Scarf osteotomy is a commonly performed operation for the correction of mild to moderate Hallux Valgus deformities. It is technically straight-forward and yields a stable metatarsal immediately suitable to partial weight-bear on with appropriate post-operative shoe-wear.
It usually is performed together with a modified McBrides soft tissue release and on occasion with an Akin osteotomy to the proximal phalanx.
Readers will also find the following OrthOracle techniques of interest:
Chevron Osteotomy (for Hallux Valgus)
Lateral MTP joint release ( modified McBrides procedure)
Akin osteotomy
Basal osteotomy for Hallux Valgus using Arthrex Low Profile Locking Proximal Opening Wedge Osteotomy Plate

INDICATIONS:
A mild to moderate Hallux Valgus deformity ( as defined by the inter metatarsal angle on weight bearing X-rays ) with minimal associated arthritic change.
The presence of an abnormal distal metatarsal articular angle (DMAA) with either of the above levels of deformity
As a lengthening procedure for a short first ray( this is an uncommon indication).
The design of osteotomy can also be used in the 5th metatarsal for bunionette correction.
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 metatarsophalangeal (MTP) arthritis may be present. Depending on its severity this may preclude an osteotomy , a 1st MTP fusion being a more predictable way of treating the combination of increased inter-metatarsal angle with an arthritic joint. It should be understood that more minor degrees of 1st MTP osteoarthritis would not preclude using a Scarf 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.
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 et 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 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 or abnormal joint alignment caused by the deformity.
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.
One should also make an assessment of the nature of the soft tissues, by how passively correctable the deformity is. A stiff soft tissue envelope will likely need a greater effort in surgical correction .With a slack soft tissue envelope it can be easy at the time of capsular closure to over-correct the deformity and predispose to developing a Hallux Varus.
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 (which will 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.
A rare condition is localised numbness/pain from the medial border of the Hallux due to compression of the Dorso-Medial Cutaneous nerve (which if present should be clearly documented as a pre-existing examination finding).
Occasionally if the patient is asymptomatic from the perspective of pain they may still wish surgical correction and this should be discussed carefully with them if it is to be undertaken. Some female patients will be very embarrassed by the feet that they have inherited and developed . This may be to the extent that they avoid activities which require the exposure of the naked foot in public (such as swimming or beach activities) .If the pros & cons of treatment are explained and they are realistic about the recovery time and willing to engage in active rehabilitation post-operatively then I would deem surgery appropriate (and no different ethically than cosmetic surgery to other areas).
In most cases whether to proceed with surgical treatment should be determined by the level of symptoms experienced by a patient.
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.
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.
A useful but not infallible rule of thumb is that if only the lateral sesamoid is uncovered then a Scarf osteotomy is likely to give adequate correction. If however the tibial sesamoid is also uncovered in part then a Basal osteotomy is likely to be required.
When measuring the inter-metatarsal angle beware that it may appear erroneously low if all the metatarsals have a varus angulation. A measured moderate intermetatarsal angle under these circumstances may actually require a Basal osteotomy to correct it adequately.
The distal metatarsal articular angle should also be measured, and if abnormal (angled to any notable extent into valgus relative to the long axis of the metatarsal shaft) then it is likely to require correction by differential movement of the scarf osteotomy (see post operative X-rays section). An Akin osteotomy may still be needed if the Hallux continues to deviate into valgus even after correction of the inter-metatarsal angle.
The width of the metatarsal shaft versus the size of the increase in Inter-Metatarsal(I-M) angle is also worth noting. A larger I-M angle can be better corrected using the Scarf osteotomy if the metatarsal shaft is wide.
The relative lengths of all the metatarsals should also be noted. If there is significant transfer metatarsalgia effecting the lesser toes toes (often associated with a relatively short 1st metatarsal ) then Weils osteotomies are likely to be required to these metatarsals (see Weils osteotomy operative technique).
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 a large number of alternate diaphyseal osteotomies described to correct a similar level of deformity.
A milder deformity will require a distal osteotomy such as a Chevron (see Atlas technique ) and a more severe deformity consideration of a basal osteotomy (see Atlas technique).
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 . LMW heparin to continue post-operatively.
Laminar flow theatre if available
Ankle tourniquet
Patient placed supine
Pre/post operative Nerve block (popliteal and / or inter-metatarsal )for analgesia
High speed saw & wire driver / drill
Lambotts osteotomes

Surgery is performed as a day-case or overnight stay
LMW Heparin required for 2 weeks post-operatively
Weight bear using appropriately stiff post operative shoe for 4-6 weeks
Crutches likely required 1-2 weeks
Patient are taught self-mobilisation of the 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 patients haven’t achieved an adequate range.
Kellers bandage/post operative splint for 4-6 weeks post-operatively. How this is applied is critical. Any tendency to over or under correction at the MTP level occurring in this immediate post-operative period should be actively managed by corrective splint age.
Dressings to continue 24/7 until all wounds are dry.
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 normal 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 fits 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 4-6 weeks(once out of bandaging) , cross-train from 6-8 weeks and re-start light jogging on treadmill from 9 weeks at soonest .

Scarf osteotomy for correction of Hallux Valgus. Historical perspective, surgical technique and results.
Foot and Ankle clinics. 2000. 5(3):559-579.
L S Weil, DPM.
A good review of the technical aspects and technique and results from a large single institution series. The osteotomy used also for more severe deformity (IM angles of 17-23 degrees). 889 cases reviewed from notes & X-Rays. Mean IM angle 10 degrees (15 pre-op ,range 11-23). Very slight reduction in range of movement. Incidence of Hallux Varus reduced over the study period from 5% to 3%. 3 cases of avascular necrosis post-operatively. No recurrence rate specified.
Modern concepts in the treatment of Hallux Valgus.
J Bone Joint Surg.2005.87-B;1038-1045
A.H.N.Robinson, J.P.Limbers
A good review Article
Scarf osteotomy for Hallux Valgus.A prospective and pedobarographic study.
J Bone Joint Surg.2004.86-B.830-836
S.Jones, H.Al Hussainy, F.Ali, R.P.Betts, M.J.Flowers.
35 feet reviewed prospectively
IMA improved from mean of 15 degrees to mean of 9 degrees.
92% of patients either satisfied or very satisfied with the result. 8% not satisfied. 11% incidence of post-operative stiffness
Emergency brake response time after first metatarsal osteotomy.
J Bone Joint Surg. 2008.90-A;1660-1664
G.Holt, M.Kay, C.S.Kumar.
28 patients matched with a control group and reaction times at various stages assessed using a standardised testing rig.
6 weeks before reaction times returned to normal post surgery.
A very useful paper though I would question the robustness of the information when applied to current practice. Reaction times measured only at 2 & 6 weeks post-operatively, patients heel weight bearing until 6 weeks post operatively and no standardisation(or advice ) on the shoes worn by patients during the testing.
Hallux Valgus and cartilage degeneration in the first metatarsophalangeal joint.
J Bone Joint Surg. 2004. 86-B(5):669-673
P.Bock ,K-H. Kristen ,A. Kroner ,A. Engel.
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
- orthoracle.com

































