
Learn the Lapidus fusion using the IO Fix implant (Extremity Medical) surgical technique with step by step instructions on OrthOracle. Our e-learning platform contains high resolution images and a certified CME of the Lapidus fusion using the IO Fix implant (Extremity Medical) surgical procedure.
Arthrodesis of the first tarso-metatarsal joint (1TMTJ) is indicated for three main pathologies: symptomatic arthritis of the 1TMTJ, hallux valgus deformity and in some Lisfranc injuries involving the medial ray. Although the technique was already well established, in 1934 Paul Lapidus wrote up his experience in arthrodesing the 1TMTJ for hallux valgus and his name has been attributed to this procedure for this indication ever since. Further papers written by Lapidus honed his indications to those patients with hallux valgus in the presence of a fixed metatarsus primus varus and those with an inter-metatarsal angle (IMA) of greater than 15 degrees. Currently, surgeons will also consider the use of the Lapidus procedure in the presence of 1TMTJ instability. In the UK, the technique is not universally popular because most hallux valgus deformity can be corrected by the scarf osteotomy which is versatile in being able to correct a wide spectrum of deformities and has the benefit of behaving as other forefoot osteotomies for hallux valgus, in terms of patient recovery, whereas the Lapidus procedure is very much considered a midfoot arthrodesis. My indications for the procedure are for hallux valgus in the presence of ligamentous laxity and with those patients with a very wide forefoot because of severe hallux valgus.
Various modifications to the original technique have been suggested. Some authors have passed a screw between the shafts of the first and second metatarsal in order to augment stability at the 1TMTJ fusion mass. This has also been vaunted as a means of allowing the patient to commence early weight bearing, but I think this is a huge demand on a single small fragment-sized screw. Additionally, it can fix the relationship between the two metatarsals leading to metatarsalgia. Other modifications have revolved around attempts to restore length and correct deformity by using bone graft either in the form of tri-cortical blocks or in morcellised form. These modifications tend to have higher non-union rates than in providing simple bony apposition.
Finally, why I.O. Fix? The I.O. Fix system offers great compression by metalwork that is well buried and lying in the anatomical axis of the first ray. Intuitively to me, this is a good biomechanical solution to stabilising the 1TMTJ. Previously, I have tried using two dorsally placed crossed screws and have always found it a challenge to find enough space for the second screw. As a result I have tried a single lagged dorsal screw with a medially placed locked plate to provide orthogonal neutralisation. However, creating space for the plate can be challenging especially as some mobilisation of the tibialis anterior tendon and its insertion can be difficult. I have concerns about any medial plate causing attritional damage to this tendon. Using a long “X-post”, I feel that the I.O. Fix provides sufficient compression across the depth of a deep joint and has the advantage of being very low profile. Some surgeons use a second orthogonally placed I.O. Fix but, again, I struggle to see where there is sufficient room for this. Lastly, some authors prefer a plantar plate for arthrodesis of the 1TMTJ because it is biomechanically favourable. Although, I agree that this forms a more rigid construct with the plate on the tension surface, I find the dissection difficult and do not feel that the plate seats well on the bony contours.
There are some issues with using the I.O. Fix system. It may work less well in osteopenia and I would always suggest the first metatarsal is manually reduced onto the medial cuneiform after preparation and the lag screw is gently applied across the joint to hold that degree of compression. In my experience, the implant needs to be used methodically in order to make it work. Because the compressive mechanism is so strong, if the surgeons relies on the lag screw to “draw” the first metatarsal onto the medial cuneiform, there is a danger of the lag screw cutting out.

Indications
In my hands, I use the Lapidus procedure in patients with significant hallux valgus and instability of the 1TMTJ. This is a somewhat vague statement and I will try to expand what I mean. The hallux valgus deformity needs to be assessed initially by taking a good history. Quite often patients not only complain of the rubbing from the prominent first metatarsal head but, if you listen, also mention symptoms akin to instability of the medial ray (“I feel the foot gives way/arch collapses”) and may complain of impinging pain in the lateral column of the foot. Examination may demonstrate metatarsus primus varus but more often shows a very broad forefoot. It may be possible to elicit hypermobility of the 1TMTJ but this is hard to detect and quantify in my view. Plain lateral weight bearing radiographs may show signs of an increased plantar gap at the 1TMTJ and on the A-P radiograph, there may also be signs of 1TMTJ incongruity. There may be a very significantly raised IMA and the articulating facet of the medial cuneiform may appear to be angled medially and the lateral sesamoid appears to lie completely within the first web space. It is the sum of all of this information that would raise the possibility of performing a Lapidus procedure rather than a scarf osteotomy. The Lapidus procedure certainly has a role to play in revision hallux valgus surgery.
Symptoms & Examination
The classic patient is a female between the ages of 25 and 65 years. Their symptoms are of pain either from intrinsic aching from within the 1TMTJ, rubbing of the first metatarsal head on footwear or from discomfort due to instability of the medial ray at the 1TMTJ. As I have already mentioned, there may also be an impinging type of pain around the calcaneo-cuboid joint.
Examination should always involve watching the patient stand from a seated position as it may be clear that they are dynamically collapsing through the midfoot with bearing weight. Clearly, this suggests midfoot instability. It may also be exaggerated when observing the gait. It is important to make sure that the hindfoot is well aligned and that the Achilles tendon is not tight. It is worthwhile being certain that you know whether the patient has systemic signs of laxity. With the patient seated, it may be apparent that the medial ray is unstable at the level of the 1TMTJ. As always with hallux valgus, it is mandatory to see if the deformity is passively correctable and that, in the corrected position, the hallux motion at the first metatarsophalangeal joint (1MTPJ) is pain free and full.
Investigation
Plain standing radiographs are the investigation of choice and should show dorsal-plantar, oblique and lateral views of the whole foot. These allow assessment for the presence/absence of arthrosis in the 1TMTJ and 1MTPJ, the presence of metatarsus primus varus and the size of the intermetatarsal angle (IMA). The oblique view is most useful in examining the 2nd and 3rd TMTJs as any arthrosis in these joints may mean a more extensive midfoot fusion procedure. For me the lateral standing radiograph also can indicate 1TMTJ instability if there is plantar gapping of the 1TMTJ. CT may be useful in determining/excluding arthrosis in the TMTJs. In future, standing CT may become the investigation of choice as it offers the benefits of plain standing radiographs and the detail of the joints that the CT confers.
Operative alternatives
The Lapidus procedure is less popular in the UK than it is in the US and in certain parts of Europe. In the UK, the scarf osteotomy has become very popular as it very versatile and powerful in correcting a large IMA although purists argue that it doesn’t address the deformity at the CORA (centre of rotation and angulation).
Many basal osteotomies of the first metatarsal have been described and used but no one single osteotomy technique has gained universal popularity probably as a result of technical difficulties performing them, the limitation to the degree of deformity correction and the limitations of fixation techniques. In addition, they fail to address any pathology arising from the 1TMTJ.
Some surgeons avoid a Lapidus procedure because of potential complications from the need to immobilise the foot and prevent weight bearing in the post-operative period.
Contraindications
As in most aspects of elective foot surgery, I exclude patients from a Lapidus procedure in the absence of good pedal pulses and would not consider surgery in anyone with a neuropathy. I do like my patients not to bear weight post-operatively, so I would also exclude anyone unable to manage crutches or a walking frame. I also prefer my patients not to be taking any corticosteroid therapy in the peri-operative period as I feel this inhibits arthrodesis.
Non-operative intervention
As in all elective foot surgery, it is important to try non-operative measures first. For 1TMTJ instability, this would include specific measures to support the medial arch with insoles but would also include the use of wide toe box shoes to reduce the attritional effects of contact with the hallux.

The patient is positioned supine on the operating table and may require a sandbag under the ipsilateral buttock so that the foot points vertically towards the ceiling. Fluoroscopy is mandatory with an image intensifier and a trained radiographer.
Appropriate antibiotics are administered and a thigh tourniquet and exclusion drape are applied. The limb is prepared with Chlorhexidine from toes to tourniquet.

The patient is placed in a below the knee back slab for the first two weeks after surgery. At two weeks, the wounds are inspected and re-dressed and a complete, lightweight below-the-knee cast is applied for a further four weeks. Weight bearing is not permitted for the first six weeks after surgery and in my practice, rivaroxaban is prescribed for this duration to prevent thrombo-embolic events.
At six weeks, the patient can commence weight bearing in a walker boot which can be removed for sleeping. Basic ankle range of motion exercises are encouraged.
At twelve weeks, the foot is assessed radiographically with standing views in three planes before abandoning further immobilisation. At this stage, physiotherapy can be helpful in mobilising the ankle and hind foot joints.

Thompson IM, Bohay DR, Anderson JG. Fusion rate of first tarsometatarsal arthrodesis in the modified Lapidus procedure and flatfoot reconstruction. Foot Ankle Int 26: 698-703, 2005.
In over 200 cases, this series documents a non-union rate of 4% with a fewer than this number being symptomatic from the non-union.
Coetzee JC, Resig SC, Kuskowski M, Saleh KJ. The Lapidus procedure as salvage after failed treatment of hallux valgus. A prospective cohort study. J Bone Joint Surg. 85A: 30-36, 2003.
In this prospective study dealing with failed hallux valgus surgery, the authors noticed negligible increase in the IMA in the 4 years after the revision procedure.
Barp EA, Erickson JG, Smith HL, Almeida K, Millonig K. Evaluation of fixation techniques for metatarsocuneiform arthrodesis. J Foot Ankle Surgery 56(3): 468-473, 2017.
This single surgeon retrospective review was designed to see which fixation method appeared superior for a Lapidus procedure. The overall non-union rate was less than 7% with fewer being symptomatic but the crossed screw technique had a higher non-union rate compared to a plate and screw construct.
Reference
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