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Chapter 4 Adult foot disorders

Jean Mooney, Robert Campbell

CHAPTER CONTENTS

Clinical biomechanics 82
The neutral or reference position 82
The principle of compensation 83
The gait or walking cycle 83
Activity of the muscles and joints of the limb in gait 83
Lower limb and foot anomalies 84
Frontal plane anomalies of the lower limb and foot 84
Leg-length discrepancy 84
The inverted or varus rearfoot 85
The inverted or varus forefoot 88
The everted or valgus rearfoot 90
The everted or valgus forefoot 90
Sagittal plane anomalies of the lower limb and foot 91
Pelvic nutation 91
Genu recurvatum 91
Ankle equinus 92
Plantar flexed first metatarsal 93
Hallux limitus/rigidus 93
Hallux flexus (acute hallux limitus) 98
Functional hallux limitus 99
Sagittal plane blockade 99
Hypermobile medial column/first ray 99
Metatarsus primus elevatus 99
Plantar-flexed fifth metatarsal 99
Abnormalities of arch height 99
Pes planus 99
Pes cavus 100
Transverse plane anomalies of the lower limb and foot 100
Hallux abducto valgus 100
Other foot disorders 110
Osteochondrosis/osteochondritis 110
Freiberg’s disease (Freiberg’s infraction) 111
Kohler’s disease 113
Osteochondritis dissicans of the talus 113
Sever’s disease 113
Iselin’s disease 114
Rearfoot disorders 114
Posterior heel pain 114
Superficial retrocalcaneal bursitis 114
Deep retrocalcaneal bursitis 115
Achilles tendonitis 116
Rupture and partial rupture of the Achilles tendon 116
Plantar heel pain 118
Heel pain syndrome 118
Tarsal tunnel syndrome 122
Tibialis posterior tendon dysfunction 122
Tarsal coalition 124
Midfoot disorders 126
Plantar fibromatosis 126
Tarsal arthritis 126
Plantar fasciitis 127
Forefoot disorders: metatarsalgia 127
Classification of metatarsalgia 128
Functional metatarsalgia 128
Non-functional metatarsalgia 129
Metatarsalgia due to synovial tissue pathologies 130
Neurological problems 133
Metatarsalgia arising in association with bone pathologies 136
Systemic diseases that may give rise to metatarsalgia 140
Other causes of metatarsalgia 141
References 142
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KEYWORDS

Achilles tendonitis

Adductor forefoot

Ankylosing spondylitis

Asymmetrical bowing

Atavistic foot

Bursae

Calcaneonavicular fusion

Capsulitis

Chondromalacia

Clinical biomechanical analysis

Compensated forefoot varus

Crushing apophysitis

Deep retrocalcaneal bursitis

Everted or valgus forefoot

Flat foot

Focal hyperkeratoses

Foot flat

Forefoot supinatus

Forefoot varus

Forefoot valgus

Freiberg’s disease

Freiberg’s infraction

Functional hallux limitus

Functional metatarsalgia

Gait cycle

Ganglia/ganglionic cyst

Genu valga/valgum (knock knees)

Genu vara/varum (bow leg)

Gouty tophus

Haglund’s deformity

Hallux abducto valgus

Hallux limitus/rigidus flexus

Heel lift

Heel pain syndrome

Heel strike

Hypermobile medial column/first ray

Iselin’s disease

Joint motion

Kohler’s disease

Leg length discrepancy (LLD)

March fracture

Metatarsalgia

Metatarsus primus elevatus

Midstance

Mobile adaptor

Morton’s neuroma

Myalgia

Neoplastic disease

Neutral position of the joints

Non-functional metatarsalgia

Osteoarthritis and osteoarthrosis

Osteochondritis dissicans

Osteochondrosis

Osteomyelitis

Painful neuropathy

Paraesthesia

Pes cavus/mobile pes cavus

Pes plano valgus/pes valgus

Pes planus

Plantar fasciitis

Plantar fibromatosis

Plantar-flexed fifth metatarsal

Plantar heel pain

Plantar plate rupture

Policeman’s heel

Principle of compensation

Rearfoot varus/valgus

Rheumatological diseases

Ruptured Achilles tendon

Sagittal plane blockade/valgus

Sever’s disease

Stance phase

Stress fractures

Subcalcaneal bursitis

Superficial retrocalcaneal bursitis

Tarsal arthritis

Tarsal coalition

Tarsal tunnel syndrome

Tibia vara (bowleg)

Tibialis posterior tendon dysfunction

Toe-off

Traction (or distraction) apophysitis

Uncompensated forefoot valgus varus

Uncompensated rearfoot varus

CLINICAL BIOMECHANICS

Clinical biomechanical analysis of foot and leg function is essentially qualitative and an exercise in observation and examination:

observation and quantification of the position of the joints and functional segments of the body
examination of the quality, range and direction of motion of the joints and functional segments of the limb
observation, quantification and examination of the functioning limb in gait and movement.

The technological advances that have allowed greater quantitative analysis of gait and movement and decreased subjectivity in biomechanical examination have impacted on therapy, prescription, provision and evaluation. Thus, the practitioner must be fully conversant with biomechanical terminology and have a good knowledge of lower-limb and foot anatomy.

The neutral or reference position

The neutral position of the joints of the lower limb is used as a reference point from which the clinician can describe and observe variations from the norm and also facilitate anthropometric measurement. They were defined and described by Root et al (1971, 1977), and reviewed by Brown and Yavorsky (1987) as equating to the position adopted by the foot and lower limb in the normal subject when standing in the normal angle and base of gait (Seibel 1988).

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The hip joint is in the neutral position when the leg is in line with the trunk in the sagittal plane, the femoral condyles lie in the frontal plane and the legs are parallel to one another with the feet slightly apart and abducted. From this position the hip joint can flex, extend, adduct, abduct, internally and externally rotate and circumduct.

The knee is in the neutral position when the joint is fully extended and the thigh and lower leg are in line. From this position, the knee joint can flex only.

The ankle joint is in the neutral position when the foot lies on a flat horizontal weight-bearing surface and the leg is perpendicular. From this position, the ankle joint may dorsiflex and plantar flex.

The subtalar joint is reputed to be in, or near to, its hypothetical neutral position when the posterior aspect of the calcaneum is perpendicular to the weight-bearing surface. From this position the subtalar joint may supinate and pronate.

The midtarsal joint complex is in its neutral position when all metatarsal heads lie on the horizontal weight-bearing surface and the joint is maximally pronated. From this position, the midtarsal joint complex can supinate only.

The first metatarsophalangeal joint (MTPJ) is in its neutral position when the plantar aspect of the hallux is in ground contact and the hallux is neither adducted nor abducted. From this position, the first MTPJ may dorsiflex, plantar flex, adduct, abduct and circumduct.

The first ray is in its neutral position when the first metatarsal head is in line with the lesser metatarsal heads and all the metatarsal heads lie parallel to the ground. From this position, the first ray can dorsiflex and invert, and also plantar flex and evert.

The lesser rays (2, 3 and 4) tend to function as a single unit. They are in a neutral position when they are at their most dorsiflexed and lying parallel to the weight-bearing surface. From this position, the lesser rays can plantar flex only.

The fifth ray is in neutral when lying parallel to the weight-bearing surface (i.e. on the transverse plane) with the fifth metatarsal head in line with the other metatarsal heads. From this position, the fifth ray can dorsiflex and invert, and also plantar flex and evert.

The principle of compensation

The principle of compensation simply means that, if a joint or body segment functions in an abnormal manner, then an adjacent joint or body segment may alter its function in an attempt to normalise the function of the body as a whole (Root et al 1977).

Joint motion may be classed as abnormal if the total range of motion of the joint is too great, too little, in the wrong direction or of poor quality (e.g. a knee joint capable of hyperextension, or a subtalar joint that exhibits supination from neutral but no pronation). Joint position may be abnormal if the adjacent bones and body segments are malformed, damaged due to trauma or disease, or are misaligned.

For example, a subject with a dropped foot will, during gait, compensate for this abnormality by increasing knee and hip flexion. Therefore, the knee joint and the hip joint have compensated for the abnormal motion at the foot. Consequently, the hip or knee may, in the long term, exhibit pathologies that have originated from malfunction of the foot.

During locomotion, if all the criteria for normalcy are met there is no need for compensatory mechanisms to occur. The limb will function, in normal activity, with no undue stress, except perhaps in the case of overuse. However, if there are deviations from the norm, then abnormal motion or stress may result. This, in turn, may lead to stress-type injuries in the short term or permanent deformity in the longer term.

There are a number of abnormalities or variations from the norm that may result in abnormal foot and leg function and culminate in foot and leg pathology.

The gait or walking cycle

The gait cycle describes the sequence of events that occur during normal walking on a flat and level surface. It identifies, describes, analyses and evaluates all aspects of gait. The gait cycle lists sequential events that occur in one limb during one complete stride (i.e. from the initial heel contact (heel strike) of one foot, to the initial heel contact of the same foot at the start of the next stride). It is divided into the stance phase (when the foot or part of the foot is in contact with the walking surface) and the swing phase (when the foot is swinging from one episode of ground contact to the next).

The stance phase is further subdivided into three periods: the contact period, the midstance period and the propulsive period. Simplistically, the foot and limb should be unlocked and mobile to cope with the impact of ground contact during the contact period, be a rigid and stable lever for propulsion during the propulsive period, and be converting from one state to the other during the midstance period.

The contact period of the stance phase of gait occurs from heel strike (i.e. the instant the posterior lateral aspect of the heel contacts the walking surface) to foot flat – (i.e. the instant the weight-bearing surface of the foot begins contact with the walking surface). During this period the foot comes into contact with the ground, the foot and lower limb decelerate rapidly and are subject to high impact forces, which are typically 115% of body weight. The foot and limb at this point should be unlocked and relatively mobile to allow instantaneous adaptation to variations in the walking surface and to allow attenuation of the high ground contact impact forces – this is termed shock absorption or attenuation. The foot and limb are often described as a ‘mobile adaptor’ during the contact period of the stance phase of gait.

The midstance period of the stance phase of gait occurs from foot flat to heel lift. It describes the period in time when the total weight-bearing surface of the plantar aspect of the foot is in ground contact.

The propulsive period of the stance phase of gait occurs from heel lift to toe-off (i.e. the instant the toes lift off the weight-bearing surface). During the propulsive period, the foot and limb undergo acceleration and propel the body weight forward, on to the contralateral leg. The foot should be locked and rigid to form a stable base for propulsion and to be able to deal efficiently with the propulsive forces, which are typically 112% of body weight. The foot and limb are often described as a ‘rigid lever’ during the propulsive period of the stance phase of gait.

Activity of the muscles and joints of the limb in gait

To comprehend lower limb function during gait and activity the practitioner should be aware of the action of all joints, muscles and other soft tissue structures of the limb, and be able to extrapolate the effects that abnormal activity or abnormal musculoskeletal function may have on the overall health of the limb. Functional anatomy of the lower limb is described in Chapters 14 and 15. In particular the practitioner should consider:

the axes of motion of the major joint complexes of the lower limb, during walking and running.
the phasic activity of the muscles of the lower limb, during walking and running.
the effects that the environment (footwear, surfaces) has on lower limb function.
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LOWER LIMB AND FOOT ANOMALIES

Functions of the elements of the lower limb and foot may be described in terms of their relationship to the cardinal planes. Similarly, dysfunction of the limb and foot segments may be categorised in relation to positional deviations from and malalignments along body planes. The functional anomalies and positional variants within the lower limb and foot described in the next section of this chapter are categorised in terms of deviations from the cardinal body planes (i.e. deviations from the frontal, sagittal and transverse body planes).

FRONTAL PLANE ANOMALIES OF THE LOWER LIMB AND FOOT

Leg-length discrepancy

The effect of leg-length discrepancy (LLD) on foot and leg function has been, and still is, controversial. It is generally accepted that a significant LLD will affect pain-free normal function of the lumbar spine, the limb and the foot. However, there is considerable disagreement as to what constitutes a ‘significant’ discrepancy. The obvious difficulty in the precise assessment of the true limb length difference adds to the debate.

Incidence of LLD

A number of studies have been carried out on the epidemiology of LLD. Most agree that a minor degree of difference in limb length of 1–2 cm is extremely common and occurs in around 90% of the population, and is of little clinical significance (Blustein & D’Amico 1985).

Causes of LLD

Blustein and D’Amico (1985) attributed LLDs to idiopathic unequal development (53%), unilateral coxa vara (3%), pelvic abnormalities (3%), fractures with shortening (11%), fractures with lengthening (7%), postsurgical shortening (3%) and unilateral subtalar joint pronation (1%). The remaining 19% result from a number of diseases and abnormalities, including neurological disorders (e.g. polio, cerebral palsy), rickets, osteomyelitis, slipped capital femoral epiphysis, irradiation-therapy effects and sciatic nerve injury.

Effects of LLD

LLDs are associated with a variety of types of musculoskeletal imbalance, including altered gait patterns, equinus contracture at the ankle and increased energy expenditure in gait (Gurney 2002). However, there is no consistent pattern common to all individuals. LLD alters the magnitude of forces acting through joints and also changes the area of force distribution by altering the area of the joint surface that is subject to load. Runners with LLD tend to present with increased vertebral disc and low-back symptoms, and increased incidence of tibial stress fractures, knee pain, shin splints, painful heel syndrome, symptomatic hallux valgus, and sciatica (Fig. 4.1).

image

Figure 4.1 Leg-length discrepancy: 3 cm limb-length discrepancy in a 28-year-old man. The patient was unable to give the cause of his limb-length difference, other than he had spent several months in hospital when 12 years old because his ‘left leg was not growing properly’. The patient habitually toe walks on the left foot, and pronates excessively on the right. Examination showed normal sensation and tendon jerks in both legs and no loss of muscle power, although there was a reduction of the muscle bulk on the left side. The forced supination of the left foot is marked by the contraction of the tibialis anterior muscle. He is treated with orthotic therapy to redress the difference in limb length and to control the excessive right foot pronation.

The effects of LLD include:

An increase in activity of the lumbar spine musculature to control the associated spinal scoliosis (Vink & Kamphuisen 1989). Initially the scoliosis involves only the soft tissues, but it has been suggested that, over time, the scoliosis may become osseous and permanent. The pain in the lumbar spine causes a change in the vertebral joint congruency and changes the pattern of mechanical stresses within the joints of the lumbar spine. Tensile stress is increased at the short-leg side of the joint (or joints) and compressive stress is increased on the long-leg side. Consequently, the strain on the ligamentous and muscular structures of the spine is asymmetrical and the intravertebral disc becomes wedge shaped. There is also a tendency for body weight to be shifted to the longer leg (Hansen 1993), which often results in lowering of the shoulder on the long-leg side.
A high correlation (97%) between asymmetrical pronation and LLD (Manello 1992). The subtalar joint of the longer leg undergoes pronation, with supination of the subtalar joint in the shorter leg. Unilateral subtalar joint pronation can be a cause or an effect of LLD. Unilateral pronation can cause anterior knee pain (Chambers 1983).
An LLD of more than 2 cm can predispose the patient to both early heel lift/ankle equinus on the shorter leg and increased pelvic tilt. These result in reduced or absent heel strike (Menelaus 1991).
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The patient is likely to show an asymmetrical pelvic rotation and uneven arm swing. The hand will be lower on the side of the longer leg, and the shoulders uneven. The shorter leg has to cover the same distance in the same time in an attempt to achieve gait symmetry. Consequently, the shorter leg travels faster, and in effect goes further (proportionally to the length of the leg). The contralateral arm, on the long side, swings further and faster to counterbalance this.
The patient presents with a shoulder tilt, reciprocating the increased pelvic tilt and the spinal scoliosis.
Scoliosis of the spine – as a result of the increased pelvic tilt.
Increased mechanical stress on the hip joint of the longer limb, often resulting in a unilateral osteoarthritis.
Knee pathologies, due to the failure of the knee on the long side to achieve full extension prior to heel contact. As the flexed knee is not locked, it can cause ligamentous strain and weakness of vastus medialis muscle.
In 80% of cases of LLD presenting symptoms are worse in the longer limb. This may be due to increased stresses in the longer limb secondary to excessive foot pronation, increased stance time, and internal rotation and incomplete extension of the knee. However, the remaining 20% of cases of LLD have symptoms affecting the shorter limb, and no satisfactory hypotheses have yet been offered to explain this inequality.

Symptoms of LLD

Symptoms of LLD include arthritis of the knee, psoasitis, anterior knee pain, shin splints, metatarsalgia, sacroileitis, Achilles tendonitis, quadriceps strain, pes anserinus bursitis, groin (adductor) strain, peroneal tendonitis, neck pain, intermetatarsal neuroma, osteitis pubis, sesamoiditis and sinus tarsi syndrome.

Significance of the degree of LLD

The literature on the degree to which LLD is likely to produce pathological symptoms is contradictory. The view propounded by Subotnick (1981) suggests that the significance of LLD is relative to the patient’s activity levels:

Minor LLD which would cause significant symptoms in the active athlete … tend to be 3 times more significant when running rather than when walking … the 1/4 inch LLD is therefore as significant in the athlete as the 3/4 inch LLD is in the non-athletic person.

However, even asymptomatic LLD should always be regarded as significant in patients who have lower limb and lower back pathologies.

Assessment and measurement of LLD

There are two presentations of LLD: true LLD and apparent LLD. It is not always straightforward to determine whether the patient has a true or an apparent LLD. True LLD is noted when the patient presents with a difference in the lengths of the tibiae, femurs or both. An apparent LLD will occur when there is pelvic asymmetry, such as a scoliosis and resultant pelvic tilt, or foot asymmetry such as unilateral subtalar joint excessive pronation or supination.

Measurements, made using a standard tape measure with the patient lying supine, include:

anterior superior iliac spine to medial malleolus
greater trochanter to lateral malleolus and sternum to medial malleolus.

The subject can also be assessed in the normal angle and base of gait, and the symmetry of the following may be assessed or measured:

Equity within the pectoral girdle: shoulder line; hand fall.
Equity within the pelvic girdle: anterior superior iliac spines, iliac crests, posterior superior iliac spines, gluteal folds, popliteal creases.
Limb equity: patellae height; height of the tibial tubercles from the floor.

Management of LLD

LLD is managed by applying height correction to the short limb, and the use of orthoses to control problems in the long limb associated with excessive foot pronation.

A simple heel lift has been shown to be very effective in controlling symptoms such as low back pain, sciatica and hip pathologies (Freiberg 1983).
The heel lift can be incorporated in a functional foot orthosis with inbuilt heel lift when the foot and limb pathology warrants such intervention.
Where the LLD is greater than 2 cm, the use of heel lift is contraindicated. A full-length sole lift, with or without an in-shoe orthosis, should be used to ensure that the patient does not overload the forefoot on the short limb.

CASE STUDY 4.1 LEG-LENGTH DISCREPANCY

A 27-year-old male recreational runner presented with unilateral, right-side patellofemoral pain, which was induced by exercise and relieved by rest. He had been involved in a road traffic accident 12 years previously, requiring open reduction of lower shaft fractures of the left tibia and fibula. Relaxed calcaneal stance evaluation revealed a right-sided tibial varum, with an excessively pronated foot and internally rotated limb, as noted on patellar squinting. The left leg was within normal limits. The pelvis and knees were symmetrical in the frontal plane.

Neutral calcaneal stance evaluation corrected the alignment of the right limb and foot but created a frontal plane asymmetry in that the knee and pelvis were higher on the right side. It was assumed that his previous surgery may have reduced a congenital tibia vara on the left side and also resulted in slight shortening of the left lower leg. A casted orthosis, posted for rearfoot varus, was fitted to the right shoe and a heel raise fitted in the left. The subject returned to his past level of running with no further problems reported.

The inverted or varus rearfoot

Coxa valgum, genu vara, tibia vara (bowleg)

Coxa valgum is a frontal plane malalignment of the hip, where the angulation between the femoral neck and the shaft of the femur is greater than 135°. It usually occurs as the outcome of slipped epiphysis of the femoral head. It creates an LLD with relative lengthening of the affected leg. It may induce a limp, together with compensatory pronation within the leg, such as external femoral rotation, internal tibial torsion and pes planus. Cases with coxa valgum usually show genu vara (Hammer 1999).

Genu vara and tibia vara are frontal plane malalignments of the lower limb, which affect foot and limb function in the same way as a rearfoot varus. In genu vara and tibia vara, the anterior aspect of the subject’s thigh will be in a valgus position and the lower leg will be in a varus position when the patient stands in relaxed calcaneal stance. The condition is characterised by ‘bowing’ of the legs and a noticeable gap between the knees when the patient stands erect.

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Distal tibia vara is a condition where the lower third of the tibia adopts an inverted (varus) position. When the subject stands erect, the legs will be straight from the hip to the lower third of the tibia, but the lower third of the tibia bows in a varus position. Tibia vara of 5°–10° is normal in the infant and anything up to 5° is probably of little significance in the adult, except perhaps in the overuse situation. Infantile tibia vara usually corrects with maturity. However, not all paediatric or developmental bowlegs will resolve. Pointers for the diagnosis of non-correcting bowlegs are:

marked local bowing of the leg
asymmetrical bowing.

Rearfoot varus

Rearfoot varus is defined as a congenital structural abnormality of the rearfoot, where the rearfoot is inverted relative to the weight-bearing surface, when the subtalar joint is in its neutral position and the midtarsal joint is maximally pronated around both axes. A functional rearfoot varus occurs as a result of a varus attitude of the leg (Pickard 1983, Sgarlatto 1971).

Causes of rearfoot varus

This frontal-plane deformity most commonly arises as a result of a congenital varus abnormality of the leg or foot. Occasionally fractures or other severe trauma, particularly to growing bones, may result in a unilateral abnormality. Rearfoot varus arises as a result of subjects displaying genu vara (bow legs), tibia vara (bowing of the lower third of the tibia) and tibial epiphyseal vara (varus abnormality of the tibial epiphysis). In the foot, a varus deformity arises as a horizontal plane anomaly of the talus (talar vara), the calcaneus (calcaneal vara) or the subtalar joint (subtalar vara).

Rearfoot varus is present in a significant proportion of the population (Hopper et al 1994, Powers et al 1995). As rearfoot varus of less than 4° is present in 98% of the population (McPoil et al 1988) it could be considered as a normal structural variant, which is congenital in the sense that the subject either is born with the variant or has inherited the trait to develop the variant as they grow. These abnormalities are often very mild and may be quite subtle. However, even mild abnormality may result in foot and leg pathologies if coupled with high levels of physical activity. The sequelae of rearfoot varus can become increasingly apparent with age.

Classifications of rearfoot varus

Rearfoot varus is traditionally classified according to the ability of the subtalar joint to compensate for the abnormality.

Uncompensated rearfoot varus occurs when there is no additional (abnormal) compensatory pronation of the subtalar joint available to rotate the heel toward the support surface. The foot remains inverted during stance.
Fully compensated rearfoot varus is said to occur when there is sufficient subtalar joint pronation to allow the plantar aspect of the heel to contact the ground fully, allowing ground reaction forces to be fairly evenly distributed across the heel and, therefore, the foot.
Partially compensated rearfoot varus occurs when there is some pronation available to compensate in part for the abnormality but insufficient to allow full and effective weight bearing of the rearfoot (Pickard 1983, Sgarlatto 1971).

Compensatory mechanisms in rearfoot varus

The normal foot will present to the ground (at initial contact) in a slightly inverted position. Ground reaction force on the lateral inferior–posterior aspect of the heel induces rearfoot pronation, as the foot will rotate the foot around the axis of the subtalar joint until the entire plantar aspect of the heel contacts the weight-bearing surface (Perry 1992, Root et al 1977). In rearfoot varus the foot is in a more inverted position at the start of the contact period, and therefore a greater degree of subtalar joint pronation is required to rotate the foot to allow the plantar aspect to contact the weight-bearing surface. The additional subtalar joint pronation is termed ‘compensation’, and compensatory subtalar joint pronation is abnormal and excessive.

Excessive pronation at the subtalar joint increases the range of motion of the forefoot on the rearfoot at the midtarsal joint, and tends to load the medial side of the foot during the midstance period. Ground reaction force acting on the medial side of the forefoot causes supination of the midtarsal joint, so that the foot remains unlocked and hypermobile during the latter half of the stance phase of gait, when it should be locked and stable for propulsion. However, as it is the abnormally inverted position of the rearfoot that is the cause of the excessive pronation, the foot may rapidly supinate and recover some or all of its stability before toe-off once the heel is raised off the ground at the end of the midstance period. Consequently, rearfoot varus abnormalities tend to be less destructive to foot function than do forefoot abnormalities. Nevertheless, the hypermobility and reduction in osseous stability of the foot, which are characteristic of rearfoot varus, may result in progressive ligamentous laxity and resultant greater pronation than is required to compensate for the inverted rearfoot (Pickard 1983, Root et al 1977, Subotnick 1975).

Other compensatory mechanisms in rearfoot varus

In addition to an increased amount of pronation at the subtalar joint, rearfoot varus may be compensated by plantar flexion of the distal part of the first metatarsal and by gait modification.

Plantar flexion of the first ray. In some instances, where there is insufficient subtalar joint pronation to compensate for the abnormality, the first metatarsal head may move plantarwards and enable ground contact of the medial side of the forefoot. It is thought that this is brought about by the contraction of the peroneus (fibularis) longus muscle causing plantar flexion of the first metatarsal.
Gait modification. The subject may abduct the foot using the lateral side of the forefoot as a pivot (abductory twist). The abductory twist is visualised as the heel rapidly moving medially after heel lift. This allows the subject to load the medial side of the forefoot after the midpoint of midstance.

Uncompensated rearfoot varus

This condition will occur where there is no additional subtalar joint pronation available to compensate for the inverted or supinated rearfoot. The calcaneus will remain inverted to the ground during stance, and the medial side of the heel does not bear weight effectively. A true uncompensated rearfoot varus, where there is no compensatory subtalar joint pronation, is an uncommon idiopathic congenital abnormality. It may also arise as the result of earlier limb or foot trauma, after surgical fusion of the rearfoot, subtalar arthritis and neurological pathologies.

In theory, only the lateral side of the foot will bear weight effectively; the midtarsal joint is normal and will be maximally pronated and locked by the ground reaction force acting on the lateral side of the forefoot. As the midtarsal joint cannot pronate further and bring the medial border of the forefoot on the ground, only the lateral side of the forefoot will bear weight. (By definition, this is a rearfoot abnormality. The relationship between the forefoot and the rearfoot is normal.)

Signs and symptoms of an uncompensated rearfoot varus

These include:

Superficial hyperkeratotic skin lesions along the lateral border of the foot, including the styloid process.
Tailor’s bunion deformity due to excessive weight bearing on the lateral forefoot, causing abduction of the fifth metatarsal which results in pressure and shear between the fifth metatarsal head and footwear.
There may be pressure symptoms and lesions under the first metatarsal head if a plantar-flexed first ray is present.
Lateral (inversion) ankle sprains may occur. This foot type functions in a more inverted position than normal. Uneven walking surfaces or activities requiring rapid changes in direction, such as football and racquet sports, can precipitate forceful inversion of the foot.
Symptoms that result from disordered shock attenuation. Lack of subtalar joint pronation during the contact period of gait interferes with the normal shock-attenuation process of the leg. This may result in shin, knee and lower spine pathologies.
Symptoms as a result of disordered transverse-plane motion of the limb. The lack of subtalar joint pronation may result in a reduction in the normal internal rotation of the leg during contact, resulting in knee and shin pathologies.

Fully compensated rearfoot varus

This condition is characterised by sufficient subtalar joint pronation to allow the plantar aspect of the heel to contact the ground fully, so that ground reaction forces are fairly evenly distributed across the heel and, therefore, the foot.

Signs and symptoms of fully compensated rearfoot varus

These include:

Significant lowering of medial ‘arch’ height on weight bearing.
Lateral border lesions are less likely, as this foot is plantigrade. However, there are often signs of excessive lateral shoe wear.
Varying degrees of Haglund’s deformity (see rearfoot disorders, below) may be present due to irritation of the lateral–posterior–superior border of the calcaneus, lateral to the insertion of the Achilles tendon. The irritation is brought about by rapid and excessive contact-phase pronation. The heel linings of footwear, particularly sports shoes, often wear through at the corresponding point, due to the excessive movement of the foot within the shoe (Fig. 4.2).
Reduced first MTPJ motion is common, even in the younger subject with no joint pathology (see Stage 1 functional hallux limitus, in the section on hallux limitus/rigidus, below). The excessively pronated foot restricts the ability of the first metatarsal to plantar flex and move backwards to facilitate dorsiflexion of the hallux after heel lift. This causes restriction to passive and/or active dorsiflexion of the MTPJ, and eventually may cause permanent damage to the dorsal surface of the joint, and structural hallux limitus.
Tailor’s bunion deformity due to forefoot hypermobility is common, as a result of the excessive pronation of the subtalar joint, coupled with excessive lateral loading of the foot during the contact period.
The re-supinator muscles may become fatigued and traumatised as they attempt to supinate the foot rapidly after heel lift. This often presents clinically as anterior or posterior ‘shin splints’.
Low back pain is also associated with rearfoot varus. The causal mechanism is not well documented but has been hypothesised by Dananberg (1996).
As in uncompensated rearfoot varus, lateral (inversion) ankle sprains are common, especially in the physically active.
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Figure 4.2 Haglund’s deformity. Superficial bursitis and some exostosis formation, particularly on the left heel.

Partially compensated rearfoot varus

This rearfoot condition is characterised by some available subtalar joint pronation to compensate in part for the abnormality but insufficient subtalar joint pronation to allow full and effective weight bearing of the rearfoot.

Signs and symptoms of partially compensated rearfoot varus

The signs and symptoms of partially compensated rearfoot varus vary in accordance with the amount of compensation available at the subtalar joint, and reflect aspects of the clinical picture of both compensated and non-compensated rearfoot varus.

Treatment of rearfoot varus

Compensated rearfoot varus. In the short term, symptomatic treatment using clinical padding, strapping and physical therapies is appropriate. However, the long-term aim is to negate the need for compensatory pronation of the subtalar joint. This is usually achieved by functional foot orthoses with intrinsic or extrinsic medial posting. In cases where high levels of physical activity compound the symptoms, full-length orthoses may be required (Fig. 4.3).
Uncompensated rearfoot varus. Feet with uncompensated rearfoot varus lack mobility and thus are less amenable to functional orthoses. Accommodative orthoses, which off-load and protect, with appropriate shoe advice and local treatment strategies are appropriate.
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Figure 4.3 Rearfoot varus. (A) uncompensated rearfoot varus; (B) compensated rearfoot varus; (C) pattern of hyperkeratotic lesions in the compensated foot; (D and E) orthotic therapy and shoe modification to control compensation.

Varus rearfoot

Distinction must be drawn between a rearfoot varus (a primary abnormality) and a foot that adopts or functions in a varus position secondary to a malalignment elsewhere in the limb or secondary to another pathology.

The rearfoot may adopt a varus attitude when the subject is standing in a relaxed posture (relaxed calcaneal stance), or the foot may function during gait in a greater degree of varus than is the accepted norm. This may be due to an uncompensated rearfoot varus abnormality, but equally may be due to compensatory movement of the rearfoot as a result of a forefoot valgus or other abnormality that results in compensatory supination of the foot. A varus rearfoot may also be a feature of a neurological pathology.

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The inverted or varus forefoot

Forefoot varus

Forefoot varus is a congenital osseous structural deformity in which the plantar plane of the forefoot is inverted relative to the plantar plane of the rearfoot when the subtalar joint is in its neutral position and the midtarsal joint is maximally pronated around both its axes (Bowden 1983, Hlavlac 1971). A true osseous forefoot varus is probably fairly rare, especially in adults, as years of walking in an overpronated manner on a consequently hypermobile foot is likely to result in soft tissue adaptation (Fig. 4.4).

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Figure 4.4 Forefoot varus. (A) normal contact in midstance; (B) pronating after midstance; (C) site of hyperkeratotic lesions; (D) (i) adhesive deflective/protective padding on the foot; (D) (ii) the same padding applied in the shoe on an insole; (E) (i) extended heel on sole of shoe (Thomas heel); (E) (ii) medial heel wedging in the shoe and flare (buttress) on the medial side of the heel of the shoe.

Causes of forefoot varus

Forefoot varus is assumed to be an inherited structural condition where there is reduction in the normal developmental valgus rotation of the head and neck of the talus. This theory is not well supported in the literature. This normal developmental, rotational, process is thought to be complete by the age of 6 years. However, there is some evidence that, in some cases, this process takes longer (O’Donnell 1988). Therefore, a forefoot varus is not uncommon in infants under 6 years of age, but by this age (or a little older) developmental valgus rotation of the head and neck of the talus should have brought the forefoot and the rearfoot parallel to one another and parallel to the weight-bearing surface.

Classifications of forefoot varus

Forefoot varus is traditionally classified according to the amount of available compensatory subtalar joint pronation. Therefore, a forefoot varus is fully compensated when there is sufficient abnormal excessive subtalar joint pronation to compensate for the forefoot abnormality, uncompensated when there is no available compensatory subtalar joint pronation, and partially compensated when there is some available subtalar joint pronation but insufficient to allow full forefoot compensation.

Compensatory mechanisms in forefoot varus

In the normal foot, at the midpoint of midstance, the calcaneus is vertical (or possibly slightly inverted), the subtalar joint is near its neutral position, the midtarsal joint is maximally pronated about both its axes and the plantar planes of the forefoot, and rearfoot are parallel to one another and parallel to the ground.

In an uncompensated forefoot varus, at the midpoint of midstance, theoretically the plantar plane of the forefoot is inverted relative to the plantar plane of the rearfoot and inverted relative to the ground, the calcaneum is vertical, the subtalar joint is in its neutral position and the midtarsal joint is maximally pronated about both its axes. The uncompensated forefoot varus foot weight bears as normal until the fifth metatarsal head comes into ground contact, after which excess rearfoot and/or midtarsal joint pronation would be required to allow the medial plantar forefoot to make ground contact. As the midtarsal joint is already maximally pronated and no further compensatory pronation is available at the subtalar joint, at the midpoint of stance the patient must externally rotate the lower limb. The foot pivots about the fifth metatarsophalangeal head, abducting the whole foot and loading the medial plantar forefoot (i.e. the patient undergoes abductory twist, see above).
In a fully compensated forefoot varus, foot contact is normal until the midpoint of midstance (Fig. 4.4A), when the foot continues pronating to allow the medial side of the foot to bear weight (Fig. 4.4B). The calcaneum therefore becomes everted, as the subtalar joint is abnormally and excessively pronated. Because the midtarsal joint is maximally pronated, the forefoot will only bear weight if the subtalar joint abnormally and excessively pronates. The plantar plane of the forefoot is still inverted relative to the plantar plane of the rearfoot, but it is weight bearing and is therefore parallel to the ground. This excessive compensatory subtalar joint pronation increases the range of motion of the midtarsal joint. The midtarsal joint is therefore unlocked; the forefoot is hypermobile and will distort under load.
A partially compensated forefoot varus is one in which there is some compensatory pronation available at the subtalar joint but insufficient to allow the forefoot to evert completely on to the weight-bearing surface.

Fully compensated forefoot varus

This occurs in a foot with sufficient available subtalar joint pronation to compensate for the inversion of the forefoot. To allow the medial side of the plantar surface to come into ground contact the foot must pronate excessively at the subtalar joint (the midtarsal joint is already pronated maximally). This excessive pronation of the subtalar joint increases the range of motion of the midtarsal joint, so that the midtarsal joint and the forefoot become hypermobile (i.e. the forefoot is more mobile than it should be, particularly during the propulsive period of the stance phase of gait).

Signs and symptoms of fully compensated forefoot varus

These include:

Calcaneal eversion in static stance and during gait from midstance to toe-off.
Abduction of the forefoot on the rearfoot as a result of the excessive abnormal subtalar joint pronation.
Excessive lowering of the medial border on weight bearing due to abnormal and excessive pronation of the subtalar joint.
Forefoot deformity, as a result of forefoot hypermobility, during the propulsive period of the stance phase of gait, including hallux abducto valgus, lesser toe deformities and associated skin lesions.
Plantar fasciitis, plantar digital neuritis, non-specific ‘arch’ strains and ankle tendonopathies are now associated with forefoot varus and excessive pronation of the subtalar joint.
Thigh, groin, shin and knee problems related to excessive pronation of the subtalar joint and associated excessive internal rotation of the limb.
Low back pain (as a result of disruption to the shock-absorbing mechanism, and functional hallux limitus).

Uncompensated forefoot varus

A foot shows uncompensated forefoot varus when there is no available additional subtalar joint pronation to compensate for an inverted forefoot. This type of foot is characteristically relatively immobile and has poor shock-absorption qualities. It is often seen in conjunction with a rearfoot varus where all the available subtalar joint pronation has been used up to facilitate heel contact. Severe and marked uncompensated forefoot varus is characteristic of talipes equinovarus.

Signs and symptoms of uncompensated forefoot varus

The calcaneus remains vertical (or slightly inverted) at the end of the contact period and there is excessive lateral weight bearing during stance.
An abductory twist of the foot occurs as the heel lifts after midstance, and the heel is seen to adduct towards the midline of the body. This facilitates medial forefoot contact in the late stance phase and may result in lesions over the interphalangeal joint of the hallux.
Gross forefoot disruption is unusual, as the forefoot is locked and rigid during propulsion.
Knee problems are possible due to abductory twist and abnormal leg rotation.
In some cases, compensatory plantar flexion of the first metatarsal may occur.

Partially compensated forefoot varus

A foot with partially compensated forefoot varus is characterised by some available compensatory subtalar joint pronation, but insufficient to allow the forefoot to evert completely or to fully contact the weight-bearing surface.

Signs and symptoms of partially compensated forefoot varus

Partially compensated forefoot varus shows a mix of the features of fully and uncompensated forefoot varus, depending on the degree of compensation and where this takes place.

Treatment of forefoot varus

In fully compensated forefoot varus, orthoses designed to reduce the compensatory excessive pronation of the subtalar joint, and consequently reduce the hypermobility of the forefoot, are appropriate. Uncompensated forefoot varus requires an orthosis that will accommodate for the abnormality.

Forefoot supinatus

Forefoot supinatus is an acquired soft tissue deformity of the longitudinal axis of the midtarsal joint, where the forefoot is inverted relative to the rearfoot when the subtalar joint is in the neutral position and the midtarsal joint is maximally pronated around both its axes. The condition arises secondary to long-term (>15 years) excessive pronation at the subtalar joint, where eversion of the calcaneum ultimately results in compensatory forced inversion of the forefoot. Initially the foot can recover its normal position when off-loaded, but with time the local soft tissues become stretched and lose their ability to correct the forefoot back to its normal position (Davis’ law), so that the forefoot adopts an abnormal compensatory position (Redmond 2009).

Causes of forefoot supinatus

Any abnormality or condition that results in excessive pronation of the subtalar joint with resultant eversion of the calcaneum, including forefoot varus, ankle equinus and abnormal limb positions will predispose to the development of forefoot supinatus.

Clinical recognition of forefoot supinatus

The foot with forefoot supinatus will appear as a foot with forefoot varus. The two conditions are differentiated by the application of a pronatory force to the dorsum of the foot at the talonavicular joint (Hubscher manoeuvre):

in a forefoot supinatus, spongy resistance to this pronatory force is felt and the forefoot inversion will reduce
in a forefoot varus, firm resistance to the pronatory force is felt and the forefoot inversion will only reduce if the subtalar joint is allowed to evert (Beeson 2002).
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Treatment of forefoot supinatus

Forefoot supinatus is treated by controlling abnormal calcaneal eversion. A forefoot supinatus should not be supported by an orthosis, as this tends to exacerbate the condition. Instead, the soft tissue supinatus contracture of the forefoot should be totally or partially reduced when taking the plaster impression of the forefoot, and the orthosis manufactured to reflect this degree of control of calcaneal eversion, which may result in long-term reduction of the supinatus.

CASE STUDY 4.2 TARSAL COALITION

A 13-year-old boy was brought to the clinic by his mother, as she was concerned about his ‘flat feet and clumsy gait’. The patient was extremely tall for his age and of slim build. He experienced no pain or discomfort in his feet or legs under normal circumstances, but remarked that his feet sometimes ached after PE at school. He also admitted to disliking running or sports, partly because he was not particularly good at these activities but mainly because his classmates teased him about his running style, saying he ‘ran like a duck’.

Examination revealed severe valgus flat feet and an apropulsive gait. Subtalar joint range of movement was extremely limited, with insufficient inversion to reach neutral. There was no pain on palpation, or movement of the foot. Radiographic examination revealed a bilateral talonavicular bar. The boy was diagnosed as having fixed flatfoot, secondary to tarsal coalition. His foot was initially managed by the use of ankle–foot orthoses, after referral to an orthopaedic consultant. It was anticipated that he would require rearfoot surgery after his bones had fully ossified.

The everted or valgus rearfoot

Coxa vara and genu valga/valgum (knock knees)

Coxa vara is a frontal plane malalignment of the hip, where the angulation between the femoral neck and the shaft of the femur is less than 120°. It may occur as the result of trauma or bone disease, or as a congenital abnormality. It causes a limb-length discrepancy, with relative shortening of the affected leg. It usually induces a limp and compensatory supination within the limb, such as internal femoral rotation, external tibial torsion, ankle equinus and pes cavus. Cases with coxa vara usually show genu valgum.

Genu valgum is a frontal plane malalignment of the lower limb, in which the anterior aspect of the subject’s thigh will be in a varus position and the lower leg will be in a valgus position when the patient stands in relaxed calcaneal stance. The condition is characterised by the knees touching or ‘knocking’ on their medial aspects (knock knees) and a noticeable gap between the feet, measured at the medial malleoli, when the patient stands erect. It is a normal developmental feature in many children, showing most commonly from 2–4 years until 6–8 years, and from 11–12 years until 14–15 years. Genu valgum in adults may result in compensatory excessive pronation of the subtalar joint, especially in the overweight or obese patient. During stance and gait, the centre of mass of the body acts medial to the foot, causing the foot to adopt a pronated position.

True rearfoot valgus

A true rearfoot valgus is an exceptionally rare primary congenital osseous abnormality. It is defined as a congenital, structural abnormality of the rearfoot, where the rearfoot is everted relative to the weight-bearing surface, when the subtalar joint is in its neutral position and the midtarsal joint is maximally pronated around both axes. However, it is common for the rearfoot to adopt a valgus attitude in relaxed calcaneal stance, due to a number of conditions that are compensated for by excessive pronation of the subtalar joint.

The valgus rearfoot

A valgus rearfoot, as observed during gait or in relaxed calcaneal stance, is usually a secondary abnormality and appears mostly as a compensation for a primary abnormality elsewhere in the limb or foot, such as forefoot varus, forefoot supinatus, mobile forefoot valgus and genu valgum. A valgus rearfoot can also arise as the result of trauma such as a Pott’s or bi-malleolar fracture, agenesis of the distal aspect of the fibula, congenital absence of a fibula, rupture of tibialis posterior tendon, rheumatoid disease, tarsal coalition, Charcot neuroarthropathy and footballer’s ankle (Zhang et al 2002).

The everted or valgus forefoot

Forefoot valgus

Forefoot valgus is a congenital osseous deformity where the plantar plane of the forefoot is everted relative to the plantar plane of the rearfoot when the subtalar joint is in the neutral position and the midtarsal joint is maximally pronated around both its axes.

Causes of forefoot valgus

The head and neck of the talus normally undergoes a valgus rotation on the body of the talus during normal development. In the normal foot, this rotation ceases when the plantar aspect of the forefoot becomes parallel to the plantar aspect of the rearfoot. In forefoot valgus, an excessive amount of developmental valgus rotation can result in the plantar plane of the forefoot being everted in relation to that of the hindfoot. However, a forefoot valgus can also occur if the first metatarsal head lies in on a lower plane than the lesser (two to five) metatarsal heads. This condition is termed a ‘plantar-flexed first ray’, or ‘partial forefoot valgus’ (see below).

Classification of forefoot valgus

Traditionally, forefoot valgus has been classified as total forefoot valgus or a partial forefoot valgus, due to plantar flexion of the fist ray. Regardless of whether the valgus position of the forefoot is total or due to a plantar flexed first ray, the foot will function in a similar manner.

In total forefoot valgus, the entire plantar plane of the forefoot is everted relative to the plantar plane of the rearfoot. The metatarsal heads are all in line, one with the other, but are everted relative to the rearfoot.
In partial forefoot valgus, the first ray is plantar flexed in relation to the lesser metatarsal heads, which usually lie on the same plane as the rearfoot.

In addition, each type of forefoot valgus, total or partial, is further subdivided into a mobile and a rigid type. Because of the differences in function of the two types, forefoot valgus tends to present with either of two distinct clinical patterns, that of a rigid-type forefoot valgus or a mobile-type forefoot valgus.

Rigid-type forefoot valgus

A foot with rigid forefoot valgus is characteristically rigid and does not tend to adapt under load. The rearfoot is in a normal relationship to the lower leg, so heel contact in stance is normal. Due to the everted forefoot, the first metatarsal head will contact the ground before the fifth, so the forefoot will load from medial to lateral (rather than from the fifth through to the first MTPJ loading as in the normal foot).

Ground reaction force acting at the plantar aspect of the head of the first metatarsal attempts to supinate the forefoot about the longitudinal axis of the midtarsal joint, but as this foot-type is characteristically rigid there will be little or no supination available at the midtarsal joint. Where the midtarsal joint cannot compensate adequately for the forefoot eversion, additional compensatory supination may be required at the subtalar joint. Thus contact-period pronation is reduced, or prevented, by the compensatory supination. The leg is forced into external rotation, with resultant lateral instability at the ankle–subtalar joint complex and the knees.

Signs and symptoms of rigid forefoot valgus

The foot with rigid forefoot valgus shows a high-arched, ‘pes cavus’ type foot and calcaneal inversion, both when weight bearing or non-weight bearing. There may be a lateral ‘rock’ during gait, as normal subtalar pronation abruptly stops and the subtalar joint undergoes early re-supination. This is known as a ‘supinatory rock’, and may lead to lateral instability and shock-induced pathologies in the shin, knee, hip and lower back, due to the loss of shock attenuation that is part of normal subtalar joint pronation.

The midtarsal joint shows reduced mobility and the lesser toes may be retracted or clawed in an attempt to stabilise the forefoot. There may be hyperkeratotic pressure lesions on the skin overlying the plantar aspects of the first and fifth metatarsal heads and also posterior–lateral calcaneal irritation. Subjects may express difficulty in obtaining suitable footwear because of the high arch and the deformed lesser toes. They may also comment on excessive lateral shoe sole wear.

Mobile type forefoot valgus

In mobile forefoot valgus heel contact is normal, but the forefoot accepts load under the MTPJs in the order first to fifth (not fifth to first as in the normal foot). The foot is characteristically mobile and distorts under load. The first ray dorsiflexes and the midtarsal joint supinates. There is seldom a need for the subtalar joint to undergo compensatory supination. The net result is forefoot supination, with unlocking of the midtarsal joint and resultant forefoot hypermobility (Fig. 4.5).

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Figure 4.5 Pes cavus. (A) forefoot valgus, plantar-flexed first ray; (B) hindfoot varus; (C) (i) and (ii) sites for the hyperkeratotic lesions; (D) (i) and (ii) clinical padding to deflect pressure; (E) (i) and (ii) in-shoe or insole padding; (F) buttressed heel on shoe.

Signs and symptoms of mobile forefoot valgus

The forefoot instability that characterises mobile forefoot valgus (Fig. 4.5A) results in a high incidence of hallux abducto valgus, lesser toe deformities, plantar hyperkeratosis under the central metatarsal heads, fifth toe corns and a tendency to splayed forefoot and tailor’s bunion. Plantar fasciitis, plantar digital neuritis, medial sesamoiditis and first metatarsal–cuneiform joint exostosis may also occur. There is a low incidence of postural lesions as rearfoot function tends to be relatively normal. However, in cases where the calcaneum everts (Fig. 4.5B), postural symptoms may occur, including medial knee pain, shin pain and lower back pain.

Treatment of forefoot valgus

All presentations of forefoot valgus respond to orthotic therapy. Orthoses that accommodate the everted position of the forefoot, or in the case of a plantar flexed first ray accommodate the plantar flexed position of the first metatarsal head, are indicated. Ideally, these orthoses should project distal to the metatarsal heads, although this may not be practicable, as in rigid forefoot valgus this will negate the need for compensatory subtalar supination. In cases of mobile forefoot valgus, orthoses should be designed to reduce the need for first ray dorsiflexion and midtarsal joint supination.

SAGITTAL PLANE ANOMALIES OF THE LOWER LIMB AND FOOT

Pelvic nutation

Pelvic nutation describes the increase in the angulation of the pelvis in relation to the frontal plane, where the anterior upper poles of the pelvis are oriented more anterior to the frontal plane of the body. This positional variant imposes change within the lower back, such as increased lumbar lordosis, and changes within the lower limb and foot, resulting in excessive foot pronation.

Genu recurvatum

Genu recurvatum is a common, acquired sagittal plane lower limb anomaly characterised by hyperextension of the knee joint, so that the central part of the lower limb does not lie along the frontal plane. Skeletal deviation is also characterised by soft-tissue laxity at the posterior, posteromedial or posterolateral area of the knee joint throughout weight-bearing gait, with resultant gait effects, including decreased step and stride length, decreased velocity and reduced cadence. Genu recurvatum is noted in association with spasticity of the triceps surae, quadriceps weakness, limb-length discrepancy, hip extensor weakness, generalised joint hypermobility syndromes, ankle equinus and rearfoot varus.

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Ankle equinus

Ankle equinus is a congenital or acquired functional deficiency of sagittal plane motion at the ankle joint, where there is limited dorsiflexion of the ankle (talocrural) joint (Lang 1984) when the subtalar joint is in the neutral position. A minimum of 10° of dorsiflexion is required at the ankle joint to allow normal walking (Rome 1996). Ankle joint dorsiflexion begins just after the midpoint of midstance, allowing forward progression of the trunk over the weight-bearing limb as the knee extends and before the heel lifts off the ground. At this point in the gait cycle, the subtalar joint is in, or near, its neutral position.

Aetiology and presentations of ankle equinus

A range of foot and limb conditions are characterised by ankle equinus. These include:

Congenital or acquired contraction of the Achilles tendon complex. Constriction or tightness of the posterior muscle group of the lower leg tends to restrict normal dorsiflexion at the ankle joint. Soft tissue ankle equinus is revealed by testing the range of ankle joint dorsiflexion with the knee extended and the knee flexed. Soft tissue equinus, due to tightness in the gastrocnemius or soleus or both, is noted where the ankle equinus can be reduced by flexing the knee. Where the loss of ankle dorsiflexion is due to a bone anomaly within the ankle joint, the equinus deformity cannot be reduced by flexing the knee. The end feel of the range of the ankle joint movement will be abrupt and hard, as opposed to a soft end feel in soft tissue limitations.
An apparent or pseudo-ankle equinus can occur in cases where there is a plantar-flexed or equinus forefoot. In this type of foot, a considerable amount of ankle joint dorsiflexion is required to allow the plantar aspect of the forefoot to lie on the same transverse plane as the rearfoot during midstance. There may be an insufficient residual range of dorsiflexion at the ankle joint to allow forward progression of the tibia to reach an angle of 80° with the frontal plane after the midpoint of midstance and before the heel leaves the ground. In this case, the foot functions as an ankle equinus, even though the abnormality is located at the midfoot, not the ankle.
An equinus gait, also known as ‘toe walking’ in children, may be due to talipes, spasticity or other neurological disorder. However, a number of small children who are free of pathology habitually toe walk. The problem resolves naturally as the child grows and develops (Tax 1985).
A unilateral equinus deformity may arise as a compensation for leg-length inequality, with the subject plantar flexing the foot of the shorter leg to improve postural symmetry.
Excessive use of high-heeled footwear can lead to a bilateral soft tissue equinus, through soft tissue adaptation under the principles of Davis’ law (Lang 1984, Rome 1996).

Compensatory dorsiflexion for ankle equinus takes place at the subtalar joint (Fig. 4.6). As the subtalar joint shows trip-planar motion, compensatory dorsiflexion is accompanied by eversion and abduction of the foot. Thus a foot with insufficient ankle dorsiflexion may compensate for the abnormality by forced and excessive pronation of the subtalar joint. This may be observed during barefoot walking by rapid and increased pronation of the subtalar joint, and a loss of height at the medial longitudinal arch as the support limb passes over the stance foot.

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Figure 4.6 Ankle equinus, short or tight Achilles tendon group. (A) Showing relationship between rearfoot and forefoot; (B) the compensation movements that occur; (C) sites for hyperkeratosis; (D) footwear with extra top piece on heel.

Classification of ankle equinus

Ankle equinus, like other functional abnormalities of the foot, is classified by the degree of effective compensation.

Fully compensated ankle equinus occurs if the foot achieves 10° dorsiflexion, and allows the lower leg to incline to 80° from the transverse plane (10° from the frontal plane) as the body passes over the plantigrade foot. In a normal foot, the ankle joint is able to achieve a minimum of 10° dorsiflexion. With ankle equinus, the ankle joint does not achieve 10° dorsiflexion, and the shortfall is made up from pronation at the subtalar and, if necessary, the midtarsal joints. This compensatory motion at the subtalar and midtarsal joints results in an excessively pronated and hypermobile foot. Fully compensated ankle equinus is one of the most destructive of foot pathologies (Lang 1984, Rome 1996, Sgarlatto 1971). It can result in a grossly pronated foot and may be responsible for actual or incipient hallux abducto valgus, and related sequelae, in children and adolescents. The manifestations of compensated equinus include postural fatigue and other lower-limb pathologies associated with excessive pronation of the subtalar joint. In the foot hallux abducto valgus, lesser toe deformities, digital neuritis, plantar fasciitis, splayed forefoot, abducto-varus fourth and fifth toes, and other hypermobility-related pathologies could be expected.
Uncompensated ankle equinus, where 10° of dorsiflexion cannot be achieved by the combined motions of the ankle, subtalar and midtarsal joints during the stance phase of gait. In this case, the subject bears weight predominantly on the forefoot, resulting in an unstable and apropulsive gait. There may be pressure lesions across the metatarsal heads and lesions associated with clawing of the toes.
A partially compensated ankle equinus occurs where all available ankle dorsiflexion plus abnormal and excessive subtalar joint pronation is still insufficient to allow normal limb movement during midstance. The symptoms associated will be a mix of those associated with uncompensated and fully compensated equinus, depending on the degree of compensation.

Compensation for reduced dorsiflexion at the ankle joint may occur in the lower leg. The subject may show:

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Premature heel lift. This compensatory mechanism allows a normal forward progression of the trunk over the stance foot by transferring the inadequate sagittal plane motion of the rearfoot to the MTPJs.
Genu recurvatum. This may occur in cases where soft tissue ankle equinus was present during childhood. The recurved position of the knee reduces the pull on the Achilles tendon, which further shortens under the principles of Davis’ law.
Excessive knee flexion. This also has the effect of reducing the tension in the Achilles tendon, and will increase the range of ankle dorsiflexion in soft tissue equinus.
Abductory twist. The subject may adopt an abductory twist to reduce the need for ankle dorsiflexion after the midpoint of midstance. Abduction at the subtalar and midtarsal joints causes the foot to pronate. The pronated foot does not require 10° of ankle dorsiflexion for walking. The abductory twist is noted during gait as a rapid medial rotation of the rearfoot at heel lift.

Treatment of ankle equinus

The patient must undergo a full biomechanical evaluation to establish the cause of the equinus deformity, in order that the treatment addresses all aspects of the lower limb and foot problem. Therapies include posterior muscle group stretching regimens where soft tissue equinus is diagnosed, orthoses therapy and footwear advice. But care must be taken to ensure that the true ankle equinus is identified and treated, rather than controlling the compensatory pronation at the subtalar and midtarsal joints. The correct diagnosis and treatment of ankle equinus can, however, prevent gross deformity in the longer term.

Plantar flexed first metatarsal

Plantar flexed first metatarsal is a sagittal plane anomaly of the forefoot characterised by an increased angle of declination of the first metatarsal, so that the head of the first metatarsal is plantar flexed throughout gait, relative to the heads of the lesser metatarsals. It is characteristic of partial forefoot valgus (see above).

A plantar-flexed first ray is an acquired condition, often resulting from a muscular imbalance. Plantar flexion of the first ray is accomplished by contraction of peroneus longus and is opposed by the combined actions of tibialis anterior and tibialis posterior, as they supinate the foot at the subtalar and midtarsal joints. Any disease processes that result in a weakness of the supinators of the foot may result in plantar flexion of the first ray. Thus, a plantar-flexed first ray is also associated with presentations of neuromuscular disease in the foot.

Hallux limitus/rigidus

Hallux limitus is a progressive pathology characterised by restriction of dorsiflexion of the hallux and degenerative changes within the first MTPJ. It is associated with hypermobility of the first metatarsal, the first ray and/or the whole foot, leading to lower limb and postural effects in the long term. The patient presents with dull pain in and around the first MTPJ that is increased by activity and in the early stages can be decreased by rest. Dorsiflexion at the first MTPJ is markedly decreased, and a characteristic dorsal exostosis and bursa develop in the area of the first MTPJ. The patient is forced to take compensatory action at the mid- and rearfoot to aid ambulation. Treatment is by deflective padding, orthoses to improve foot function and/or surgery.

Hallux limitus is a first ray pathology characterised by restricted dorsiflexion (reduced sagittal plane motion) at the first MTPJ during the propulsive phase of gait. Hallux rigidus is the total absence of dorsiflexion at the first MTPJ, and develops as the end point of the same range of pathologies that cause hallux limitus. The normal range of dorsiflexion at the first MTPJ is 65–70°. Hallux limitus describes a foot with less than 60° of available dorsiflexion at the first MTPJ, and hallux rigidus has less than 5° available dorsiflexion at the first MTPJ.

Hallux limitus is described as structural hallux limitus or functional hallux limitus, and it is possible for elements of both presentations to be seen in the same foot. In structural hallux limitus there is limitation of dorsiflexion at the first MTPJ at all times, whereas in functional hallux limitus dorsiflexion at the first MTPJ is reduced only when the foot is weight bearing. In the unloaded foot with functional hallux limitus, the range of motion at the first MTPJ appears relatively normal, but such a foot cannot function normally during gait. Thus hallux limitus/rigidus is a forefoot syndrome characterised by a progressive reduction in dorsiflexion and degenerative changes at the first MTPJ, and long-term compromise of dynamic foot function.

Aetiology of hallux limitus

Hallux limitus is a chronic degenerative condition that develops over time, in association with a range of intrinsic (within the lower limb and foot) and extrinsic (e.g. systemic disease) factors. The intrinsic and extrinsic factors and variants of normal foot anatomy that predispose to hallux abducto valgus may also predispose to hallux limitus.

Intrinsic factors

Foot shape: the rectus foot (where the metatarsus adductus angle is <15°) is more prone to develop hallux limitus, whereas the adductus-type foot (characterised by metatarsus primus varus) is more prone to develop hallux abducto valgus (Fig. 4.7).
Biomechanical factors: these are characterised by excessive pronation at the subtalar or midtarsal joints, where the foot remains in pronation from midstance through to toe-off. The factors include: ankle equinus, flexible or rigid pes plano valgus, rigid or flexible forefoot varus, dorsiflexion of the first ray (metatarsus primus elevatus), an elevated or hypermobile first ray, flexor plate immobility, plantar soft tissue contracture (Durrant and Siepert 1993) and functional hallux limitus (Payne et al 2002).
Structural anomalies: anomalies within the lower limb that predispose to compensatory excessive foot pronation include external tibial torsion, tibial varum, positional variants of the knee (genu valgum/varum/recurvatum), femoral retroversion, leg-length discrepancy, where the long leg pronates excessively throughout gait, and an abducted angle of gait or wide-based gait.
Relatively long first toe or long first metatarsal.
Trauma: such as damage to the articular cartilage at the first MTPJ (e.g. osteochondritis, osteoarthritis), soft tissue tears, and sprains (e.g. ‘turf’ toe) of the soft tissues around the first MTPJ.
image

Figure 4.7 Foot shape: rectus.

Extrinsic factors

Extrinsic (systemic) factors that are associated with an increased incidence of hallux limitus include:

Inflammatory joint disease within the foot: such as rheumatoid arthritis, a history of gout affecting the first MTPJ, psoriatic arthropathy and sesamoid degeneration (Camasta 1996).
Occupations that require repeated and constant forced dorsiflexion of the hallux at the first MTPJ (e.g. carpet fitting), sports that require sudden changes in direction of movement or rapid deceleration (e.g. football, tennis, modern dance, basketball, netball), or abnormal weight bearing at the first ray (e.g. ballet dancing en point) all tend to cause repeated/chronic trauma to the first MTPJ, with the probability of developing the degenerative changes at the first MTPJ that characterise hallux limitus or hallux rigidus in later life.
Pelvic nutation: postural changes may cause sagittal plane pelvic tilt so that the upper poles of the pelvis tilt anteriorly (pelvic nutation) or posteriorly (pelvic antenutation). Pelvic nutation is especially associated with the development of hallux limitus, due to its proximal effects (thoracic kyphosis, lumbar lordosis, internal rotation of the femur at the hip joint, internal rotation of the tibia at the knee joint, and whole foot pronation throughout gait) (Rothbart 2006).
Shoes do not predispose to hallux limitus unless they are too short for the foot type, but an existing hallux limitus/rigidus may become more symptomatic with certain shoe styles, such as high-heeled shoes, shoes with a thin sole, or a narrow or shallow toe box.

Pathology of hallux limitus

The primary role of the hallux is to dorsiflex on the first metatarsal head during the propulsive phase of gait. It has been calculated that approximately 70° of dorsiflexion is required at the first MTPJ at toe-off during normal bipedal motion, to allow the body’s centre of mass to progress forward with a smooth transfer of weight from the loaded to the opposite foot. The first MTPJ is a major weight-bearing joint, and at toe-off the full forward momentum of the body mass passes through this joint to be dissipated to the supporting surface.

Reduction in normal foot function, as the result of first ray anomalies

Any restriction of movement at the first MTPJ predisposes to a range of compensatory changes in foot function, gait disturbance and postural symptoms (Dananberg 1993). Pathology at the first MTPJ affects the normal function of the whole foot, the lower limb and other body areas.

Functional hallux limitus occurs as a result of hypermobility of the first ray, which itself arises secondary to abnormal foot pronation.

In the normal foot, the midtarsal joint locks from midstance to toe-off: at midstance the midtarsal joint supinates about its longitudinal axis, the first metatarsal stabilises against the support surface, and the first MTPJ dorsiflexes at toe-off. A stable first metatarsal forms a strong lever arm to assist forefoot supination at toe-off. In an excessively pronated foot, the midtarsal joint does not lock/supinate at midstance. The first metatarsal remains mobile and dorsiflexes when loaded at toe-off. The smaller the amount of plantar flexion achieved by the first metatarsal at toe-off, the greater the limitation of dynamic first MTPJ motion.
To achieve an approximation to normal dorsiflexion of the hallux, compensatory hyperextension occurs at the interphalangeal joint of the hallux. Thus the combined ranges of motion of both the first MTPJ and the hallux interphalangeal joint approximate to 60°, and facilitate a more normal walking pattern. In cases where there is insufficient hyperextension from the combined dorsiflexion of the first MTPJ and hallux interphalangeal joint, the transfer of weight to the opposite foot is facilitated by the patient abducting the foot and toeing off from the medial side of the hallux.

In a structural hallux limitus, immobilisation of the first ray (e.g. due to an excessively long first metatarsal, metatarsus primus elevatus, trauma, sesamoid arthritis or ankylosis, and midtarsal joint arthritis) limits the ability of the hallux to dorsiflex adequately at the first MTPJ.

Elevation of the first metatarsal, or loss of the arc of plantar flexion of the distal part of the first metatarsal (e.g. due to osteoarthritic changes at the first metatarsal–medial cuneiform joint) predisposes to flexion of the hallux at the first MTPJ to stabilise the forefoot at toe-off. The first MTPJ no longer functions as the primary fulcrum of the foot, and remains unloaded at toe-off. The forward transposition of the main fulcrum of the foot from the first MTPJ to the interphalangeal joint of the hallux allows the foot to supinate at toe-off, but predisposes to hyperextension of the interphalangeal joint of the hallux. Compensatory hyperextension at the hallux interphalangeal joint stretches the tissues of the plantar pulp, with a relative loss of the thickness and loss of cushioning of the plantar pulp of the hallux.
Forefoot supination without dorsiflexion at the first MTPJ transfers load to the lateral column of the foot.
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Pathophysiological effects of a reduced range of motion at the first metatarsophalangeal joint

In the normal foot, the hallux remains static when under load (i.e. at toe-off), due to hallux purchase (see above). The articular aspect of the base of the proximal phalanx hallux therefore acts as a dynamic buttress to the forward motion of the body, and in effect functions as a ‘buffer’ to the forward motion of the loaded foot, so that continued onward momentum of the body mass initiates sagittal plane movement at the first MTPJ. There are two components within the sagittal plane movement at the first MTPJ – a hinge movement and a gliding movement – and therefore the first MTPJ is classed as a ginglyomoarthrodial joint (Root et al 1977). The hinge movement occurs as the hallux dorsiflexes at the first MTPJ. The gliding movement (in a plantarwards direction) occurs as the head of the first metatarsal moves down through an arc across the sagittal plane, facilitated by plantar flexion of the first metatarsal at the first metatarsal–medial cuneiform joint. The net result of movement of the first MTPJ is that the first metatarsal moves from a position where is it relatively parallel to the support surface (at midstance), to one where it is almost perpendicular to the supporting surface (at toe-off). As force equals mass/area, the decreased area of foot contact with the support surface at toe-off imposes an increased loading of up to 1.5 times body mass at the first MTPJ. This increased load persists from the latter part of the single support phase of gait until just after the heel strike of the opposite foot, and the weight-bearing limb moves into the swing phase (Dananberg et al 1996).

When normal first MTPJ motion is reduced, as in hallux limitus, the amount of active dorsiflexion of the hallux at the first MTPJ (the hinge movement) is decreased and its gliding component forms the majority of available first MTPJ motion. The smooth transfer of body weight from the loaded to the opposite foot is compromised. Newton’s second law of motion (i.e.: force = mass × acceleration) dictates that, as the patient’s body mass remains constant, the force passing through the first MTPJ must increase when the acceleration of the hallux over the head of the first metatarsal is reduced, and forces of forward motion at the head of the first metatarsal and base of the proximal phalanx reciprocally increase.
In cases where there is reduced movement at the first metatarsal–medial cuneiform joint (e.g. where there is a degree of arthritis at that joint) the plantarwards glide of the first metatarsal head across the sagittal plane is reduced, so that only the dorsiflexion component of the first MTPJ movement is available to facilitate forward momentum of the body from midstance through toe-off (Dananberg et al 1996), with a net restriction of the normal amount of dorsiflexion at the first MTPJ.
In a normal joint, a feedback mechanism operates to prevent extremes of movement. At the limit of the normal range of movement, nerve endings within the joint secrete substance P and other inflammatory mediators, to initiate the feedback mechanism that prevents the joint moving beyond its normal range. Where the first MTPJ habitually is forced to work at the limits of its (pathologically decreased) range of movement (as outlined above), levels of substance P rise within the joint, triggering a neurogenic inflammation, with pain, swelling, heat, redness and loss of joint function (Light 1996). Thus the feedback mechanism creates and perpetuates the joint pathology, so that inflammation within the first MTPJ leads to even further limitation of joint movement, chronic inflammation, an increasing joint pathology, degenerative changes, the gradual reduction or loss of joint space, osteoarthritis and osteophyte formation, especially at the dorsal aspect of the joint (itself further compromising normal first MTPJ movement) (Fig. 4.8).
image

Figure 4.8 Pathophysiology of hallux limitus. Impingement of the base of the proximal phalanx during gait in a foot with metatarsus primus elevatus and the genesis of hallux limitus.

Classification of hallux limitus

The clinical presentation of hallux limitus varies with the stage of the pathology, and thus the progress of the condition can be classified according to the range of the presenting signs and symptoms (Table 4.1).

Table 4.1 The Classification of hallux limitus/rigidus (after Camasta 1996)

Stage Criteria Characteristic features
Grade 1 (functional hallux limitus)
Available dorsiflexion at the first MTPJ ∼60
Functional limitation of dorsiflexion at the first MTPJ:
Hypermobility of the first ray
No marked joint deterioration, but possibly some dorsal osteophyte formation
No sesamoid involvement
First MTPJ dorsiflexion may be near normal in the non-weight-bearing foot
First MTPJ area is usually painful under load
Grade 2 (mild structural hallux limitus)
Available dorsiflexion at the first MTPJ ∼35–55
Structural limitation of dorsiflexion at first MTPJ:
Joint deterioration shows as broadening and flattening of the head of the first metatarsal and the base of the proximal phalanx
Narrowing of the first MTPJ
Moderate osteophytosis at the first MTPJ area
Osteochondral defect at the first MTPJ (local bone sclerosis)
Structural elevation of the first ray
Sesamoid hypertrophy
Pain in the first MTPJ area on movement and after exercise
Reduced dorsiflexion at the first MTPJ in both the weight-bearing and the non-weight-bearing foot
Possible crepitus at the first MTPJ
Reduced heel lift
Grade 3 (moderate structural hallux limitus)
Available dorsiflexion at the first MTPJ–15–30
Structural loss of dorsiflexion at the first MTPJ:
Marked joint deterioration, with severe loss of first MTPJ space (near ankylosis)
Extensive dorsal, lateral and medial osteophytosis
Marked osteochondral defects of the first MTPJ complex, with sclerosis, cystic degeneration of subchondral bone, joint ‘mice’ and extensive hypertrophy of the sesamoids
Structural elevation of the first ray
Reduced height of the medial longitudinal arch
Decrease in calcaneal angulation
Dorsiflexion at the first MTPJ is severely reduced or absent
Crepitus with any movement of the first MTPJ joint
Marked reduction in heel lift
Grade 4 (severe hallux rigidus)
Available dorsiflexion at the first MTPJ ∼<15
Virtual or actual immobility of the first MTPJ:
Joint obliteration and ankylosis
Increase in depth of the first MTPJ complex due to osteophytosis
Absent heel lift, unless the patient is able to toe-off from the interphalangeal joint of the hallux

MTPJ, metatarsophalangeal joint.

Clinical picture of hallux limitus

The typical patient presenting with hallux limitus is 30–50 years old (Coughlin & Shurnas 2003), with increasing great toe pain and stiffness, especially after walking or exercise involving dorsiflexion at the first MTPJ. There may or may not be a history of minor injury. The first MTPJ area is swollen, tender to touch and painful on passive movement. There may be joint crepitus on movement. The hallux is usually hyperextended (dorsiflexed) at its interphalangeal joint, but in cases where dorsiflexion at the first MTPJ is especially tender and restricted by pain and joint immobility the hallux may be held in slight flexion at the first MTPJ. Gait is modified to accommodate the first MTPJ dysfunction and weight is shifted laterally to the outer border of the foot (Fig. 4.9A and B).

image

Figure 4.9 A typical presentation of Stage 3 (moderate) structural hallux limitus. (A) Radiograph showing a reduction of the first MTPJ space and bone sclerosis, degenerative changes of the subchondral bone, hypertrophy of the sesamoids and marginal osteophytosis. (B) Photograph showing the typical clinical presentation of late-stage structural hallux limitus, with hyperextension of the hallux at the interphalangeal joint, elevation of the first metatarsal (metatarsus primus elevatus), the dorsal ‘bunion’ and an increase in the depth of the foot at the first MTP joint area (reflecting the underlying dorsal osteophytosis).

The early clinical signs of functional hallux limitus (Stage 1) are subtle and may go unnoticed: the patient is likely to be free of foot pain, but may show a mildly apropulsive gait and an abductory forefoot twist at toe-off. Patients with Stage 2 mild structural hallux limitus show reduced dorsiflexion at the first MTPJ and reduced heel lift. They tend to compensate for the lack of efficient toe-off by excessively pronating the foot. In Stage 3, severe structural hallux limitus or early hallux rigidus, dorsiflexion at the first MTPJ is much reduced. In Stage 4 the first MTPJ becomes virtually or actually fused/ankylosed. To walk, the patient must pronate, abducting and everting the foot throughout gait, walking in a ‘duck-footed’ manner. Alternatively, where the ankylosed first MTPJ effectively extends the length of the medial column, it increases the angulation of the line of axis of the MTPJs in relation to the frontal plane, and allows the foot to supinate about the interphalangeal joint of the hallux late into toe-off.

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Gait and posture effects of structural hallux limitus

As walking is modelled as an inverted pendulum system, in which the centre of mass ‘vaults’ over the rigid stance limb (Lee & Farley 1998), a full range of dorsiflexion at the first MTPJ is an essential component of the normal walking mechanism. During stance, dorsiflexion at the first MTPJ allows the joint to form the pivot to the ‘lever arm’ of the leg, allowing the transfer of body mass from the loaded to the opposite foot, whilst maintaining a smooth forward momentum. The loss of normal first MTPJ dorsiflexion in hallux limitus causes marked changes to gait and body posture. The normal response of the first MTPJ is to dorsiflex in direct response to the leverage imposed by heel lift. Where heel lift is reduced secondary to decreased available dorsiflexion at the first MTPJ, the foot is obliged to pronate about the oblique axis of the midtarsal joint, and the patient has to make an abductory twist to assist toe-off. The patient adopts an abnormally abducted angle of gait. Excess pronation imposes changes on limb and skeletal relationships, which include internal tibial torsion, internal rotation and transverse plane motion at the knee, internal rotation at the hips, a forward pelvic tilt (pelvic nutation) due to an increased lumbar lordosis, a thoracic kyphosis and a forward tilt of the cervical spine. Thus the patient with structural hallux limitus or hallux rigidus adopts a short stride length and early knee flexion, shows decreased thigh extension, a hunched back (‘bad’ posture or thoracic kyphosis), a diminished arm swing (to match the shortened stride length) and tends to either hyperflex the upper cervical spine, in order to face forward, or looks down to the ground whilst walking (Dananberg et al 1996).

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Pain associated with hallux limitus and hallux rigidus

The presenting symptoms of hallux limitus and hallux rigidus vary depending on the stage of the pathology:

Stage 1: the first MTPJ is often asymptomatic, although the patient may present with one of the several foot pathologies that are associated with excessive foot pronation.
Stage 2: patients usually complain of pain in and around the first MTPJ. The pain is usually described as a ‘deep ache’ within the first MTPJ, and is induced by walking or other activities that impose a forced dorsiflexion of the hallux at the first MTPJ (e.g. kneeling or wearing high-heeled shoes), but is relieved by rest.
Stage 3: the first MTPJ is very painful and often inflamed (due to neurogenic inflammation, see above), both during and after activity. The soft tissues overlying the exostoses at the dorsal joint margins may be traumatised by shoes and be painful. Areas of hyperkeratosis are locally painful.
Stage 4: the first MTPJ becomes pain free once ankylosis is complete. However, the overall hypertrophy of the first MTPJ complex causes an increased depth of the medial forefoot, and shear forces within the overlying soft tissues cause bursa formation and pain. Focal plantar hyperkeratoses are painful. Hyperextension of the hallux predisposes to local pain and corn and callus formation at the plantar pulp. Toeing-off from the plantar-medial aspect of the hallux is evidenced by a build up of painful callus in this area. The dysfunctional gait of structural hallux limitus or hallux rigidus causes pain in the lower limb (knees and hips) and the lower back.

Shoe-wear marks

The foot with hallux limitus and hallux rigidus causes characteristic wear marks on the upper and the sole of the shoe. These are more readily visualised in a lace-up shoe, with a leather upper and sole:

Stage 1: the shoe may show signs of excessive foot pronation, but few or no other characteristic marks.
Stage 2: there is an increased depth of the upper overlying osteophytosis at the first MTPJ. ‘Spin’ wear shows on the sole, in relation to the abductory twist.
Stage 3: in patients with long-standing hallux limitus, a distinct shoe-wear pattern is seen. The sole demonstrates lateral wear, wear beneath the second MTPJ and beneath the hallux interphalangeal joint. The upper shows a diagonal crease, reflecting the angulation of the axis of the hallux interphalangeal joint to the fifth MTPJ line at toe-off.
Stage 4: in addition to the Stage 3 wear marks noted above, the hallux rigidus foot pronates throughout gait, and thus there is marked wear along the medial area of the sole, with medial ‘bulging’ of the upper in the area of the throat of the shoe. There may be horizontal creases near the top line of the outer side of the lateral area of the heel counter of the upper, and scratch marks on the outer medial side of the heel. Wear marks can be palpated inside the shoe: the inner surface of the upper will be worn to match the nail of the hyperextended hallux.

Diagnosis and differential diagnoses

The diagnosis of hallux limitus and hallux rigidus is made from the clinical signs and the patient’s symptoms, and confirmed by radiography.

Radiographs (anteroposterior, oblique and lateral views) of a foot with structural hallux limitus show narrowing of the first MTPJ space, with bone sclerosis and formation of dorsal osteophytes (dorsal spur formation). In moderate structural hallux limitus there is progressive enlargement of the sesamoids, increasing osteophytosis and metatarsus primus elevatus. In hallux rigidus, the first MTPJ shows ankylosis and loss of differentiation of the sesamoids, marked metatarsus primus elevatus, decreased inclination of the calcaneum and loss of the cyma line.

The differential diagnoses should rule out inflammatory joint diseases such as rheumatoid arthritis, gout and psoriatic arthropathy, as well as osteochondritis dissicans (in adolescents) and flexor hallucis longus tenosynovitis.

Treatment of hallux limitus and hallux rigidus

Hallux limitus and hallux rigidus can be treated conservatively, or by surgery, after taking the history and making a full examination and biomechanical evaluation of the patient to determine the extent of the pathomechanical processes associated with the condition. In the past, immobilisation of the first MTPJ was advocated as the principal treatment for hallux limitus and hallux rigidus, in order to unload the joint, promote rest and preserve the remaining joint function (Laing 1995). But Dananberg et al (1996) advocate that the conservative therapy should include manipulative therapy to enhance first MTPJ movement, reduce pain and improve and maintain overall joint function, in order to avoid later gait and postural disturbances.

Conservative treatments

Conservative treatments include:

Clinical reduction of plantar hyperkeratoses that form below the second, third, fourth and fifth MTPJs, together with the provision of deflective clinical padding.
Manipulation: the neurogenic inflammatory response within the joint can be reduced by direct stimulation of mechanoreceptors within the joint through manipulation. The technique involves gentle distraction of the joint surfaces, followed by a rapid thrust of two segments away from each other. For example, the hallux is distracted at the first MTPJ for 15 s, while the thumb of the opposite hand is placed at the base of the first metatarsal. Thrust is simultaneously applied to the hallux, to dorsiflex it, and to the base of the first metatarsal to move it laterally. The calcaneocuboid also benefits from manipulation, in order to maximise the function of the peroneus longus as a stabiliser of the first ray against ground reaction forces (Dananberg et al 1996).
Shoe style adaptations: the patient should wear a low-heeled shoe that has been properly fitted to the foot. Active dorsiflexion of the hallux at the first MTPJ can be minimised by wearing a shoe with a rigid sole that is curved in the sagittal plane under the forefoot (a rocker sole) (Chapman 1999).
Functional orthoses for cases of functional hallux limitus help control the abnormal pronatory forces that occur during gait by: maintaining the subtalar joint in the neutral position; stabilising and locking the midtarsal joint, to reduce first metatarsal hypermobility; promoting a normal range of hallux dorsiflexion at the first MTPJ; and encouraging the foot to re-supinate from midstance through to toe-off, and thereby minimise the need for lower limb or postural compensation. Functional orthoses for structural hallux limitus include an accommodation for the first metatarsal head.

Indicative staged conservative treatments include (Dananberg et al 1996):

Stage 1: Functional hallux limitus. Treatment of stage 1 hallux limitus is essentially prophylactic, as the majority of cases are asymptomatic, and the range of motion at the unloaded first MTPJ is still normal, or near normal. Conservative therapy includes orthoses to stabilise the hypermobile first ray, and manipulation to maintain the normal range of motion at the first MTPJ (Dananberg et al 1996).
Stage 2: Mild structural hallux limitus. The range of motion of the first ray is reduced, by as much as 50%. If the first MTPJ appears more or less as normal on radiography, Stage 2 structural hallux limitus is treated as the Stage 1 presentation. If any degenerative changes within the first MTPJ are noted, the patient may require a short course of non-steroidal anti-inflammatory drugs (NSAIDs) to reduce joint inflammation and pain (e.g. a 5- to 10-day course of ibuprofen 400 mg q.d.s.) with prescription orthoses to stabilise rear-foot and midfoot function.
Stage 3: moderate structural hallux limitus. The range of motion at the first MTPJ is reduced by up to 75%, and dorsiflexion of the hallux is very limited; marked degenerative changes within the joint are noted on radiography. Conservative treatment should be attempted, but may not be wholly successful. Manipulative therapy should be carried out daily, preceded by the application of heat (e.g. a foot bath) and followed by the application of an ice pack, to reduce inflammation, and strapping to the joint (fan strapping) (see Ch. 16). A course of ultrasound therapy or iontophoresis may be of benefit. The painful joint should be rested, by means of a rocker-soled shoe (Chapman 1999) and/or the foot should be immobilised by the use of Low Dye® strapping. The patient may need to take painkillers, such as NSAIDs, regularly. Once the signs of joint inflammation have subsided, the patient should be encouraged to continue the manipulative therapy, to regain joint movement, together with the use of antipronatory, in-shoe orthoses.
Stage 4: severe structural hallux limitus/rigidus, where there is no or very little movement at the first MTPJ, and radiography shows marked osteophytosis at the first MTPJ and the loss of the normal bony architecture within the joint. Any residual movement will be painful, and thus the first MTPJ should be immobilised by means of an orthotic device with a medial forefoot wedge, extended distally as far as the interphalangeal joint of the hallux, in a rocker-soled shoe.

Surgical treatment of hallux limitus and hallux rigidus

Corrective surgery for structural hallux limitus is recommended when conservative therapies have failed to reduce pain and improve foot function. Surgery includes:

Procedures to allow a greater range of movement at the first MTPJ whilst essentially preserving joint anatomy, such as the removal of the dorsal exostoses (cheilectomy) together with reducing the pressure within the joint by shortening the first metatarsal (decompression osteotomy, or Valenti procedure). These procedures are indicated in cases of mild–moderate joint damage.
Procedures that are first MTPJ destructive, such as removal of one aspect of the joint, usually the base of the proximal phalanx (athroplasty) and/or the insertion of a prosthetic joint replacement. These procedures are indicated in cases with intractable pain, with marked joint damage, and in the older patient. Sylastic joint prostheses have an unacceptably high failure rate (Granberry et al 1991).
Procedures to realign the first metatarsal, to reduce metatarsus primus elevatus (plantar basal closing wedge osteotomy) and to improve overall foot function.
Surgical fusion of the first MTPJ (arthrodesis) is recommended when the arthritic process has destroyed the articular surface and the patient has intolerable pain. The joint must be fixed (by pins or screws) to allow full fusion of the first MTPJ with the hallux set at a predetermined angle of dorsiflexion. The patient is left with no movement at all at the first MTPJ, and thus will always have to wear shoes of a heel height that reflects the degree of fixed hallux dorsiflexion.

Hallux flexus (acute hallux limitus)

Whereas in the typical presentation of hallux limitus the patient is middle aged, with a chronic first MTPJ problem an acute presentation of hallux limitus (acute hallux limitus) can occur, usually in a younger person, as the result of sudden local trauma to the first MTPJ. With appropriate treatment, the acute hallux limitus or hallux flexus condition will resolve completely.

Pathology of hallux flexus

The typical acute hallux flexus patient is a young person who presents with a recent history of trauma to the foot, usually as the result of an accident such as stubbing the toe against a kerb or tripping over a heavy or immovable object. The sudden deceleration of the body mass due to the impact imposes an excessively high load at the articular surfaces of the first MTPJ, resulting in an acute inflammatory response in and around the joint. It is a very painful condition, in which the flexor hallucis brevis muscle goes into spasm as a protective mechanism, creating a metatarsus primus elevatus and excess pain on attempted movement of the first MTPJ. The hallux is held in plantar flexion until the pain, inflammation and muscle spasm subside. Repeated episodes of hallux flexus can predispose to developing structural hallux limitus in later life.

Diagnosis of hallux flexus

The diagnosis is made from the clinical signs together with the patient history. Radiography will exclude any concomitant fractures caused at the time of the original trauma to the foot.

Treatment of hallux flexus

Treatment involves pain control, rest, ice, compression and elevation (PRICE):

Pain control: this can be achieved by rest and limb elevation, together with reduction of inflammation (using ice) and a short course of NSAIDs (e.g.: 5-day course of ibuprofen 400 mg q.d.s.).
Rest: the patient should be advised not to bear weight on the affected foot until all symptoms subside. Immobilisation (i.e. total rest) can be achieved by use of: a shoe with a stiff/non-bending or rocker sole (see above); strapping the first MTPJ to prevent movement (e.g. fan strapping); soft splintage of the first MTPJ; together with clinical padding of the medial midfoot and forefoot, using an extended valgus filler pad made from semi-compressed felt to support the elevated first metatarsal and prevent weight bearing at the first MTPJ, with or without crutches, to assist ambulation.
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Ice: the patient is advised to use ice in the first 48–72 hours following the initial injury, when the inflammation is most acute. Ice (in the form of a packet of frozen peas or the like wrapped in a cotton cloth) is applied to the inflamed area at least twice a day. After 72 hours, the application of gentle heat is indicated. Heat can be applied by immersion in a water bath at 45°C for 10 minutes twice daily, or by the use of an infrared lamp or a hot water bottle.
Compression: compression bandaging (e.g. Coban™ or crepe bandage) is applied to the swollen and inflamed tissues as a ‘figure of eight’ foot bandage from just above the ankle to just distal to the MTPJs.
Elevation: this is achieved by sitting with the limb fully supported along its length on a sofa or bed, so that the heel is higher than the buttocks.

Functional hallux limitus

Functional hallux limitus is noted in a foot with apparent sufficient dorsiflexion of the hallux at the first MTPJ, when tested in the non-weight-bearing foot, but insufficient dorsiflexion of the hallux at the first MTPJ to allow normal gait (i.e. when weight bearing). In a foot with excessive pronation at the subtalar joint, or a foot with a forefoot valgus, the ground reaction force will tend to elevate the head of the first metatarsal and prevent plantarwards movement of the first metatarsal, when under load, at toe-off. This reduces the normal range of dorsiflexion of the hallux at the first MTPJ, resulting in a functional hallux limitus.

Functional hallux limitus is best observed with the patient standing in the relaxed calcaneal stance position, and by carrying out Jack’s test. In the normal foot, when the subject is standing in the normal angle and base of gait, the clinician should be able to passively dorsiflex the hallux to 15° at the first MTPJ, without inducing movement elsewhere in the foot. In functional hallux limitus, the great toe is ‘locked’ to the supporting surface, and forced dorsiflexion of the hallux at the first MTPJ will raise the medial side of the foot away from the ground (see also hallux rigidus/limitus, above).

Sagittal plane blockade

A foot with functional hallux limitus shows blockade of the sagittal plane motion of the hallux at the first MTPJ until the positional abnormality that caused the limitation no longer influences the movement of the hallux. For example, if the foot is overpronated during the midstance period of gait, normal hallux dorsiflexion will not occur until the foot supinates and allows downwards movement of the first metatarsal, which in turn allows dorsiflexion of the hallux. The normal function of the hallux will be temporarily blocked, showing sagittal plane blockade. This condition has been related to postural problems, and there is growing evidence that chronic low back pain may be a consequence of functional hallux limitus and the associated sagittal plane blockade.

Hypermobile medial column/first ray

A hypermobile first ray is defined as a foot where the medial column (the first ray) is less stable than in the normal foot. First ray hypermobility may be related to generalised hypermobility, as assessed by the Beighton Score, but there are many cases where the apparent hypermobility is isolated to the medial column of the foot.

Metatarsus primus elevatus

Metatarsus primus elevatus is defined as a foot in which the transverse plane of the head of the first metatarsal is in a dorsiflexed position compared with that of the second and fifth metatarsals. This may be known as a ‘dorsiflexed first ray’ or a ‘partial forefoot varus’. This foot type functions as a forefoot varus.

Plantar-flexed fifth metatarsal

A plantar-flexed fifth metatarsal is defined as a foot in which the transverse plane of the fifth metatarsal is in a plantar-flexed position compared with that of the first and fourth metatarsals. This foot type will function as a forefoot varus.

ABNORMALITIES OF ARCH HEIGHT

There are two terms that are routinely used to describe feet that have an apparent sagittal plane abnormality in the height of the medial longitudinal arch: pes planus and pes cavus. They are both descriptive terms that refer to the appearance of the foot, either with an unusually low or an unusually high medial longitudinal arch, respectively.

Pes planus describes a foot with a low medial profile. This might be due to overpronation at the subtalar joint, with a resultant lowering of the arch, or instep, on weight bearing. Alternatively, pes planus might be due to a hyperflexible foot that is unable to maintain its normal profile on weight bearing, or a congenitally malformed foot, or a foot damaged by trauma or disease, or a combination thereof.
Pes cavus describes a foot that has an abnormally high medial profile. This may be due to abnormal development, neurological disease, congenital foot abnormality or trauma.

Although it is very difficult, if not impossible, to provide a definition of normal arch height, the experienced practitioner will always recognise a planus or cavus foot type on sight. Some authors have used navicular height (the distance of the inferior aspect of the navicular tuberosity from the support surface in the weight-bearing foot) and/or navicular drop (the difference in the distance of the navicular tuberosity from the plantar plane of the non-weight-bearing foot compared to its distance from the support surface in the weight-bearing foot) as a measure of the passive and dynamic heights of the instep. However, the reliability and validity of these measures have not been confirmed.

Pes planus

Pes planus, pes plano valgus and flat foot are all descriptive terms that cover a multitude of conditions that vary in aetiology, pathology, prognosis and management, but all of which are characterised by a foot with a low medial arch profile. These terms are not precise, although some practitioners argue the exact meanings of such terms, and their subtle differences. However, there is no consensus within the literature. Pes planus can be subdivided into a number of categories, depending on its aetiology. It is often subclassified into rigid and flexible pes planus, as either state causes a significant effect on foot and limb function, and each requires a different range of management strategies.

Classification of pes planus

Pes planus may be classified according to its aetiology; that is, whether it is of functional, congenital, acquired or neurological origin:

Functional pes planus is characterised by overpronation of the subtalar joint, resulting in a flexible flat foot, although not all overpronated feet will exhibit a low instep, or appear ‘flat’ during stance (Box 4.1).
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Congenital rigid flat foot, such as occurs with congenital convex pes valgus or tarsal coalition (also known as peroneal spastic flat foot – see the section on tarsal coalition later in this chapter).
Congenital flexible flat foot, such as talipes calcaneo valgus, and hypoplasia of the sustentaculum tali.
Acquired rigid flat foot, arising in conjunction with tarsal coalition, inflammatory arthritis or traumatic arthritis, or secondary to trauma.
Neurological causes of both rigid and flexible flat foot as sequelae to, for example poliomyelitis, cerebral palsy, peripheral nerve injuries and muscular dystrophy.

Box 4.1 Pronation and pes planus

Excessive pronation, and resultant functional pes planus, is a feature of the following:

Compensated forefoot varus
Mobile forefoot valgus
Compensated rearfoot varus
Compensated ankle equinus
Hypermobile medial column
Short first metatarsal
Leg-length inequality, compensated by unilateral pronation of the foot on the longer limb side
Obesity
Genu valga
Genu vara/tibia vara
Metatarsus adductus
Internal rotations/torsions of the limb
Posterior tibial dysfunction (with or without accessory navicular)
Ligamentous laxity (familial, Downs, Ehler–Danlos, Marfan’s etc.)

Consequences of pes planus

Flexible flat foot causes, or is associated with, many foot and lower limb pathologies, including:

postural symptoms involving the lower limb, pelvis and spine
apropulsive gait
forefoot disruption, including hallux abducto valgus (see hallux abducto valgus below) and other digital deformities
foot pathologies such as metatarsalgia (see functional metatarsalgia), plantar digital neuritis (see functional metatarsalgia), medial arch strains (see plantar fasciitis), hallux limitus (see hallux rigidus/limitus) and abnormal plantar weight distribution.

Treatment of pes planus

Flexible flat foot is often amenable to treatment, provided the underlying cause has been diagnosed and is addressed by the management strategy. However, some cases of very severe flat feet, particularly those involving late-stage tibialis posterior dysfunction (see plantar heel pain), especially in the elderly, and flat foot of congenital or traumatic origin, are less amenable to conservative treatments. These cases should be referred for an orthopaedic or podiatric surgery opinion. The reader is referred to the wide range of texts (and the considerable debate) available in the literature on surgery for the flat foot.

The rigid flat foot causes a range of symptoms, which will be related in general to the underlying pathology and consequent gait difficulties. Treatment is mostly palliative, but can maximise the function that is available. Referral for surgery may be the option of choice.

Pes cavus

The term ‘pes cavus’ describes a foot with a high medial longitudinal arch.

Aetiology of pes cavus

Pes cavus is often related to neuromuscular dysfunction, congenital abnormality or familial predisposition. For example:

Neuromuscular dysfunction that results in spasm of the peroneus longus or tibialis posterior, or weakness of the peroneus longus and brevis. This presentation is associated with poliomyelitis, cerebral palsy, spina bifida, hereditary motor and sensory neuropathies, Friedreich’s ataxia and spinal cord tumours.
Severe metatarsus adductus.
Talipes equinovarus deformities.

However, in a significant number of cases no clear aetiology can be identified, and these cases are classed as being of idiopathic cause. Idiopathic presentations of highly arched feet that do not arise in association with neuromuscular dysfunction, congenital abnormality or familial predisposition are often associated with functional abnormalities and malalignments, which include:

rigid plantar-flexed first ray
rigid forefoot valgus
uncompensated or partially compensated rearfoot varus
limb-length inequality, where the foot of the shorter leg supinates
pseudo ankle equinus.

Mobile pes cavus is a term used to describe a foot in which, in the non-weight-bearing state, the medial arch appears excessively high but flattens to a more normal profile when the patient stands. This type of pes cavus is mostly associated with a mobile forefoot valgus foot type. The constant adaptive changes in the foot shape between weight-bearing (stance) and non-weight-bearing (swing) result in excessive movements occurring in the foot joints proximal to the first metatarsal. Over time, and as the patient ages, the tarsal joints undergo degeneration, leading to reduced tarsal joint mobility, loss of the weight-bearing adaptation and increased weight-bearing arch height (see tarsal arthritis).

Treatment of pes cavus

The treatment of pes-cavus-type feet will depend on the presenting symptoms, the resultant gait dysfunction, and the degree of foot-joint mobility. The rigid-type pes cavus foot requires orthoses that cushion and increase shock absorption. The mobile-type pes cavus foot requires dynamic orthoses that maximise foot function and minimise joint deformity. The increase in height of the midfoot means that it can be difficult to obtain footwear that is a good fit and does not traumatise the foot. There are a number of surgical procedures that are indicated to reduce some of the deformity of rigid pes cavus, or to correct the secondary pathologies that characterise mobile pes cavus. The reader is referred to the abundance of literature on this topic.

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TRANSVERSE PLANE ANOMALIES OF THE LOWER LIMB AND FOOT

Hallux abducto valgus

Hallux abducto valgus is a forefoot pathology, the most obvious sign of which is the lateral deviation of the hallux at the first MTPJ across the transverse plane, with the formation of an exostosis and bursa, or ‘bunion’ at the medial aspect of the head of the first metatarsal. The lateral drift of the hallux causes the second toe to assume a hammer deformity and/or dislocate at the second MTPJ, the first MTPJ to undergo degenerative changes, and generalised disruption of forefoot function. The incidence of hallux abducto valgus has a strong familial predisposition, but is not inherited per se. Intrinsic causes include a range of biomechanical anomalies that predispose to excessive foot pronation, especially in the period of stance from midstance to toe-off. Extrinsic causes include inflammatory arthropathy. The patient presents with pain on movement and decreased function of the first MTPJ, lesser toe deformities and other forefoot pathologies that are linked to decreased first ray function. Patients are often unable to find a shoe style that does not traumatise the bunion. Treatment includes conservative therapies to treat the associated forefoot soft tissue pathologies, orthoses to address the limb and foot biomechanical anomalies, and surgery to reduce deformity and improve first ray function.

Hallux abducto valgus is defined as a complex, progressive and permanent triplanar forefoot deformity that is most obviously characterised by the lateral deviation of the hallux at the first MTPJ. The clinical picture of hallux abducto valgus includes:

fibular deviation of the great toe at the first MTPJ
tibial deviation of the first metatarsal at its distal end (this feature is termed ‘metatarsus primus varus’)
progressive loss of or reduction in the normal articular relationships at the first MTPJ, including loss of the normal sesamoid articulation
instability of the first ray
structural and soft tissue pathologies at and around the first MTPJ
other soft tissue and osseous pathologies of the forefoot, secondary to the changes within the first ray and the first MTPJ, and to the development of lesser toe deformities, with resultant disruption of normal foot function.

The features that typify hallux abducto valgus relate to a number of factors, which include variants of normal anatomy as well as pathological changes. To understand the pathology of HAV, one must appreciate the normal anatomy and function of the first MTPJ.

Normal anatomy of the first ray

The first ray is formed by the medial column of the mid- and forefoot; that is, by the medial cuneiform, the first metatarsal, and the proximal and distal phalanges of the hallux, and their interposed joints i.e. the first metatarsal–cuneiform joint, the first MTPJ and the interphalangeal joint of the hallux.

The first metatarsal–cuneiform joint is a synovial joint that forms the articulation between the base of the first metatarsal and the medial cuneiform bone. The axis of the first metatarsal–cuneiform joint is oriented from proximal–medial–plantar to distal–lateral–dorsal.

As the first ray supinates at toe-off, the head of the first metatarsal moves into adduction and plantar flexion relative to its base. The first ray tends to evert or rotate about the longitudinal axis of the first metatarsal (Klaue et al 1994).
In the normal foot the tendency of the first ray to evert is restricted by the orientation of the sesamoid complex and the architecture of the plantar aspect of the head of the first metatarsal (see below), the longitudinal orientation of the pull of the long extensor and flexor tendons (flexor hallucis longus and extensor hallucis longus tendons), the action of the abductor hallucis muscle, and the inelastic and fibrous nature of the capsule of the first MTPJ, especially at its plantar aspect.

The first MTPJ is a synovial joint that forms the articulation between the head of the first metatarsal and the base of the proximal phalanx of the hallux, and of the plantar aspect of the head of the first metatarsal and the sesamoid bones that are embedded within the tendon of the flexor hallucis brevis muscle.

The axes of motion of the first MTPJ allow sagittal plane movement (dorsiflexion and plantar flexion) and transverse plane movement (adduction and abduction) of the hallux. There is very little active frontal plane movement of the hallux (inversion and eversion) in the normal foot (Fig. 4.10A).
The capital articular cartilage extends onto the dorsal, plantar, medial and lateral aspects of the first metatarsal head (Fig. 4.10B).
The sesamoids are two small bones that reinforce the tendon of the flexor hallucis brevis muscle at the point where it crosses the plantar aspect of the first MTPJ. The deep aspects of the sesamoids articulate with the grooves at the plantar aspect of the head of the first metatarsal. The sesamoids have a number of ligamentous attachments to adjacent structures:
image the medial (tibial) sesamoid ligament inserts into the medial collateral ligament of the first MTPJ and the lateral (fibular) sesamoid ligament inserts into the lateral collateral ligament of the first MTPJ (Fig. 4.10C);
image the sesamoids have strong fibrous attachments with the deep transverse ligament (Fig. 4.10D);
image the sesamoids have a number of functions that are essential to normal walking and weight bearing. They increase the strength and prevent wear and tear of the flexor hallucis brevis tendon, provide a groove through which the flexor hallucis longus tendon passes as it crosses the plantar aspect of the first MTPJ, increase the functional depth of the head of the first metatarsal, increase the relative length of the lever arm of the foot and lower limb and, most importantly, provide an articular surface against which the head of the first metatarsal can plantar flex at toe-off. When the sesamoids are compressed into the grooves of the plantar aspect of the first metatarsal head, the first MTPJ is stabilised and abduction of the hallux at the first MTPJ is restricted (Phillips 1994).
image

Figure 4.10 The first metatarsal head: functional anatomy. (A) Sagittal plane motion of the hallux (dorsiflexion/plantar flexion) occurs about the transverse axis of the first MTRJ. Transverse plane motion of the hallux (abduction/adduction) occurs about the vertical axis of the first MTPJ. (B) The articular cartilage at the head of the first metatarsal covers the dorsal, medial/lateral and plantar elements. (C) The joint capsule is thickened at the medial and lateral aspects to form the medial and lateral collateral ligaments of the first MTPJ. (D) The sesamoid bones that lie within the paired tendons of the flexor hallucis brevis have ligamentous attachments to the medial and lateral collateral ligaments of the first MTPJ and the base of the proximal phalanx.

The sesamoid complex helps maintain the integrity of the first MTPJ and its associated soft tissue structures:

The medial and lateral margins of the sesamoids act as points of origin for ligaments that insert into and blend with the fibres of the medial and lateral collateral ligaments of the first MTPJ capsule.
The sesamoids, embedded within the tendon of flexor hallucis brevis muscle, together with the plantar aspect of the first MTPJ capsule, form a tough structure (the plantar plate). The plantar plate is firmly attached to the plantar aspect of the base of the proximal phalanx of the hallux, but has no firm proximal fixing.
The medial and lateral collateral ligaments of the first MTPJ are thickened fibrous bands within the medial and lateral aspects of the joint capsule. Their articular cartilage articulates with the capital cartilage at the medial and lateral aspects of the head of the first metatarsal, and effectively form a ‘socket’ to reciprocate the ‘ball’ formed by the head of the first metatarsal.
The medial and lateral collateral ligaments originate at the medial and lateral plantar epicondyles of the first metatarsal head, and insert into the medial and lateral sides of the proximal phalanx of the hallux.
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The structures at the medial part of the capsule of the first MTPJ (the medial collateral ligament, the medial sesamoid ligament and the medial joint capsule) maintain the alignment of the first MTPJ on the sesamoid platform. No muscle, tendons or ligaments insert into the head of the first metatarsal.
There is no direct ligamentous connection between the first and second metatarsal heads. The plantar plate of the first MTPJ attaches to the plantar plate of the second MTPJ by means of the deep transverse ligament.
All other structures around the first MTPJ are attached to the proximal phalanx of the hallux, or its associated soft tissue structures, and not to the head of the first metatarsal. Thus, when the hallux deviates laterally, the immediately proximal local structures also move laterally (Fig. 4.11).
image

Figure 4.11 Proximal phalanx of the hallux.

Tendons crossing the first MTPJ insert into the proximal phalanx and the sesamoids complex:

Fibres of abductor hallucis tendon blend with the fibres of flexor hallucis longus tendon, and thus the abductor hallucis can act as an auxiliary flexor of the hallux, especially if there is any degree of frontal plane rotation of the hallux.
Fibres of the tendon of the medial head of flexor hallucis brevis blend with the fibres of the plantar plate, the medial sesamoid ligament and the transverse head of adductor hallucis, as well as inserting into the medial plantar aspect of the proximal phalanx of the hallux.
Fibres of the tendon of the lateral head of the flexor hallucis brevis blend with the fibres of the oblique head of adductor hallucis at its insertion and the lateral sesamoid ligament, as well as inserting into the lateral plantar aspect of the proximal phalanx of the hallux.
Fibres of the tendon of the transverse head of adductor hallucis blend with the fibrous tunnel through which the flexor hallucis longus tendon passes onto the plantar aspect of the first MTPJ, as well as inserting into the lateral plantar aspect of the proximal phalanx of the hallux.
Fibres of the medial slip of the plantar aponeurosis insert into the medial sesamoid, the tendons of the abductor hallucis and the flexor hallucis brevis, as well as into the plantar aspect of the proximal phalanx.
Fibres of the tendon of the extensor hallucis longus insert into the hood apparatus at the dorsum of the first MTPJ. The hood apparatus is a tough, fibrous structure that cloaks the dorsum of the first MTPJ and inserts into the dorsal periosteum of the proximal phalanx, the plantar plate of the first MTPJ and the fibrous tunnel surrounding the flexor hallucis longus tendon (Fig. 4.12).
image

Figure 4.12 Fibrous attachments of the sesamoid complex and the proximal phalanx (ligamentous structures around the first MTPJ).

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Planar movements at the normal first metatarsophalangeal joint

Active weight-bearing movement at the normal first MTPJ includes:

sagittal plane movement (dorsiflexion and plantar flexion of the hallux on the head of the first metatarsal, and some plantar flexion of the distal part of the first metatarsal relative to the base of the proximal phalanx of the hallux)
transverse plane movement (potential or slight adduction and abduction of both the hallux and the distal end of the first metatarsal)
in the normal foot, there is no active frontal plane movement, and thus the normal hallux does not invert or evert – static inversion or eversion of the hallux is an indication of foot pathology.

Incidence of hallux abducto valgus

Hallux abducto valgus affects approximately 1% of all adults. It occurs more often in females, with a male/female ratio of incidence of 1 to 4 (Ferrari et al 2004). There is an age-related increase in incidence, such that 16% (approximately 1 in 6) of people aged over 60 years have a degree of hallux abducto valgus (Gould 1988). There appears to be a genetic predisposition to the development of hallux abducto valgus, although congenital hallux abducto valgus (i.e. hallux abducto valgus noted at birth) is rare.

Aetiology of hallux abducto valgus

There is no one single cause of hallux abducto valgus, rather the condition develops over time, in association with a range of intrinsic (within the lower limb and foot) and extrinsic (e.g. systemic disease) factors. Variants of normal foot anatomy can also predispose to the development of hallux abducto valgus (Ferrari & Malone-Lee 2002). Contrary to popular lay opinion, shoes, such as high-heeled shoes with a small toe box, or tight-fitting shoes, do not cause hallux abducto valgus. However, high-heeled and tight, narrow shoes exacerbate the signs and symptoms of an existing hallux abducto valgus and its associated soft tissue pathologies, and facilitate intrinsic features within normal foot anatomy and function that predispose to the development of hallux abducto valgus.

Factors that predispose to the development of hallux abducto valgus

Factors that predispose to the development of hallux abducto valgus include intrinsic features of the lower limb and foot, extrinsic features related to systemic pathology, and certain variants of normal foot anatomy.

Intrinsic factors

Intrinsic (within the foot and/or within the lower limb) factors that predispose to the development of hallux abducto valgus include:

Biomechanical factors, characterised by excessive and compensatory pronation at the subtalar joint or midtarsal joint, where the foot remains in pronation from midstance through to toe-off. These include ankle equinus, flexible or rigid pes plano valgus, rigid or flexible forefoot varus, dorsiflexion of the first ray (known as metatarsus primus elevatus), an overlong second metatarsal, a relatively short first metatarsal, and functional hallux limitus (Payne et al 2002).
Structural anomalies within the lower limb that also predispose to compensatory excessive foot pronation include external tibial torsion, tibial varum, positional variants of the knee (genu valgum/varum/recurvatum), femoral retroversion, abducted angle of gait or a wide-based gait, and leg-length discrepancy (where the long leg pronates excessively throughout gait).
Trauma, such as: intra-articular damage within the first MTPJ; soft tissue tears and first MTPJ sprains such as ‘turf’ toe (see Ch. 13); and dislocation or amputation of the second toe at the second MTPJ.

Extrinsic factors

Extrinsic (systemic) factors that are associated with an increased incidence of hallux abducto valgus include:

inflammatory joint disease such as rheumatoid arthritis, gout and psoriatic arthropathy
connective tissue disorders and systemic pathologies characterised by generalised ligamentous laxity, such as generalised hypermobility, Ehlers–Danlos syndrome, Marfan’s syndrome and Down’s syndrome
neuromuscular diseases that are characterised by the development of pes cavus and pes plano valgus, such as multiple sclerosis, hereditary sensorimotor neuropathy (also known as Charcot–Marie–Tooth disease or peroneal muscular atrophy), cerebral palsy and poliomyelitis.

Variants of normal foot anatomy

A number of normal anatomical variants may exacerbate a tendency towards developing hallux abducto valgus. These include an adductus or atavistic foot, the relative length of the first metatarsal, unequal muscle function, and idiopathic features.

Metatarsus primus varus

An adductus or atavistic foot (i.e. a foot with marked metatarsus primus varus) is more likely to develop hallux abducto valgus than a rectus foot (i.e. a foot with a straight medial border). The first ray of an adductus foot tends to function more like that of the hand, with a tendency to frontal plane rotation (eversion) at the medial cuneiform–metatarsal joint and the first MTPJ.
Excessive foot pronation, of whatever origin, causes adduction at the distal part of the first metatarsal, so that the first metatarsal tends to a varus position (metatarsus primus varus).
Metatarsus primus varus is accentuated where the angulation of the first metatarsal–cuneiform joint is increased, relative to the longitudinal axis of the foot (Ferrari & Malone-Lee 2002).
Peroneus (fibularis) longus tendon inserts into the base of the 1st metatarsal. Contraction of peroneus longus muscle causes adduction (toward the mid- line of the body) of the distal part of the first metatarsal, and exacerbates any tendency to metatarsus primus varus.
The tendency to metatarsus primus varus is increased in a foot with an accessory bone, or os intermetatarsale, at the proximal part of the first intermetatarsal space (Renton 1991).
Relative length of the first metatarsal

In a foot with a relatively short first metatarsal, where the first metatarsal is shorter than the fourth metatarsal, the foot must abduct to allow the first MTPJ to function as the major fulcrum of gait. Toe-off occurs at the medial side of the hallux, with abduction of the hallux at the first MTPJ.
In a foot with a relatively long first metatarsal, where the first metatarsal is longer than the fourth metatarsal, the major fulcrum of the foot (i.e. the first MTPJ) is relatively more distal and thus is loaded later in the gait cycle. As a result, the lateral pull of intrinsic muscles, such as the transverse head of adductor hallucis, is prolonged, and the action of abductor hallucis is not strong enough to overcome the resultant adduction of the hallux at the first MTPJ.
Decreased muscular function

The tendon of the peroneus longus inserts into the plantar aspect of the base of the first metatarsal. The tendon lies along a vector, the forces of which can be resolved into longitudinal and transverse components. The longitudinal component is relatively larger in a foot that is pronated at toe-off, so that the foot rotates about the longitudinal axis of the midtarsal joint, with resultant pronation, loading of the medial aspect of the hallux at toe-off, and a tendency to hallux abduction.

Iatrogenic or idiopathic features

The loss of function of the second toe, due to amputation, traumatic dislocation or congenital hammer deformity, reduces its effect as a lateral buttress to the hallux, allowing the hallux to drift into a valgus subluxation at the first MTPJ.
Excision of the medial (tibial) sesamoid causes instability of the first MTPJ, as it compromises the insertions of abductor hallucis tendon, the medial band of the plantar aponeurosis and the medial head of the flexor hallucis brevis. There is resultant unequal pull on the base of the proximal phalanx,so that the hallux deviates laterally.

Pathology of hallux abducto valgus

There are a number of pathomechanical factors that contribute to the pathology of hallux abducto valgus. These include:

the forefoot effects of excessive, prolonged or compensatory pronation at the rearfoot and midtarsal joints (i.e. the foot that is pronated at toe-off)
the essential difference in the direction of the axis of motion of the first ray compared with all other axes of motion within the foot
the orientation of the skeletal and soft tissue components that make up the first ray
sesamoid dysfunction
the effects of hallux abducto valgus-induced changes to the function of soft tissue structures within the foot.

Excessive or prolonged foot pronation

This originates from compensation at the subtalar and midtarsal joints in response to a foot or lower limb anomaly – pronation at the subtalar and midtarsal joints is a normal feature of the midstance phase of gait, and allows the foot to function as a mobile reactor in response to ground reaction forces. The effects of excessive rear- and midfoot pronation include an increase in midfoot mobility, decreased stability of the forefoot joints, and loss of effective forefoot supination at toe-off.

Propulsive forces of forward motion on an abducted or pronated forefoot load the medial aspect of the forefoot and exacerbate the development of hallux abducto valgus.
Load at the medial aspect of the forefoot at toe-off causes a loss of or reduction in the midstance locking mechanism at the midtarsal joint. The locking mechanism is triggered in the normal foot by the influence of ground reaction forces at the lateral aspect of the mid- and forefoot. The loss of this mechanism means that the foot remains flexible/mobile in the later stages of stance.
The flexible foot fails to become a rigid lever at toe-off, with resultant effects on gait efficiency – the patient develops an apropulsive gait.
Medial forefoot loading results in a loss of or reduction in whole-foot supination at toe-off. Ground reaction forces are focused about the distal–medial area of the first ray, rather than at the plantar area of the MTPJs and the plantar pulp of the hallux, with the result that the hallux is pushed into abduction at toe-off.

Pronation and supination in the first ray

The axes of motion of all the joints within the foot are angled in relation to the cardinal planes of the body, showing a greater or lesser degree of triplanar movement (supination and pronation). In general, supination is characterised by a combination of inversion, plantar flexion and adduction (towards the midline of the body). Pronation is characterised by a combination of eversion, dorsiflexion and abduction (away from the midline of the body). The axes of motion of all joints within the foot, with the exception of the axis of motion of the first ray, are directed from lateral–plantar–proximal to medial–dorsal–distal. In contrast, the axis of motion of the first ray is oriented in the direction medial–plantar–proximal to lateral–dorsal–distal.

In a foot where there is a degree of metatarsus primus varus, the tendency to eversion of the first metatarsal at toe-off is maximised.
The normal resistance to eversion of the first metatarsal is reduced, and the medial sesamoid becomes weight bearing at its medial border.
The force of the altered pattern of weight bearing and longitudinal pull of the flexor hallucis brevis tendon at the medial sesamoid predisposes to erosion of the crista.
The apparent transposition of the medial sesamoid to the lateral sesamoid groove is facilitated.

Change in the orientation of the skeletal and soft tissue components that make up the first ray

In the normal foot, the 65–70° of dorsiflexion at the first MTPJ at toe-off is achieved by a combination of dorsiflexion of the hallux and plantar flexion at the distal end of the first metatarsal within the first MTPJ. Contraction of the extensor hallucis longus contributes only 20–30° of the available dorsiflexion at the first MTPJ at toe-off. Contraction of the peroneus longus muscle, via the insertion of its tendon into the plantar base of the first metatarsal, causes the head of the first metatarsal to move into 40° of plantar flexion at toe-off (Frank et al 2004). Due to its point of insertion, the peroneus longus also tends to exert an adductory pull at the base of the first metatarsal. The contraction of the peroneus longus, occurring just before toe-off, converts the foot from a mobile adaptor to a rigid lever, and increases the tendency to metatarsus primus varus.

The efficiency of the action of the peroneus longus tendon as a plantar flexor of the first metatarsal is compromised in a pronated foot, so that the degree of whole-foot supination at toe-off is reduced. The peroneus longus tendon operates on a vector that is oriented more towards the longitudinal axis of the foot than the transverse axis, and its supinatory action at the first ray is diminished.
The loss of peroneus-longus-mediated first metatarsal plantar flexion (as part of supination) at toe-off means that active dorsiflexion at the first MTPJ is reduced by almost two-thirds. As active dorsiflexion at the first MTPJ is then achieved primarily through the action of the extensor hallucis longus, heel lift and the effects of ground reaction forces, the first MTPJ becomes far less stable.
The reduced efficiency of the peroneus longus also predisposes to dorsiflexion of the first ray. Ground reaction forces at the plantar aspect of the first MTPJ overcome any residual first metatarsal plantar flexion. The first ray moves up into dorsiflexion and the ground reaction forces are transferred to the lesser MTPJs, predisposing to metatarsalgia.
Dorsiflexion of the first ray reduces the normal (65–70°) dorsiflexion at the first MTPJ. As the same ground reaction and body forces are operating over a shorter distance of movement, the momentum of forward motion at the articular surfaces of the first MTPJ subjects the joint to abnormally high forces, predisposing to joint degeneration.
The reduced amount of available dorsiflexion at the first MTPJ is both compensated for, and exacerbated by, an increase in abduction of the forefoot (as part of excessive pronation of the subtalar and midtarsal joints). Abduction of the forefoot causes loading of the plantar–medial aspect of the hallux at toe-off, and forces the great toe into an increasing valgus deformity at the first MTPJ.
The axes of motion of the first metatarsophalangeal and first metatarsal–cuneiform joints may contribute to the development of hallux abducto valgus. Transverse plane motion of the hallux at the first MTPJ (i.e. hallux abduction) is facilitated where the head of the first metatarsal is rounded, rather than of a flatter profile (Ferrari & Malone-Lee 2002). The movement of the first metatarsal into varus is facilitated in an adductus-type foot, where the angulation of the axis of the first metatarsal–cuneiform joint is increased, relative to the frontal and sagittal plane.

The influence of the position of the sesamoid complex (Fig 4.13)

Sesamoid function is severely compromised by the deformities and foot dysfunction that characterise hallux abducto valgus, and sesamoid dysfunction exacerbates hallux abducto valgus. When the relationship of the sesamoids within the first MTPJ complex is altered, as in hallux abducto valgus, joint stability is decreased and the ability of the hallux and first ray to further resist deforming forces is greatly reduced.

A tendency to first metatarsal eversion at toe-off, as in metatarsus primus varus, imposes an unequal loading on the sesamoid complex at the plantar aspect of the first MTPJ, so that the medial (tibial) sesamoid receives a greater proportion of ground reaction forces than the lateral sesamoid.
In an adductus foot, the distal (head) end of the first metatarsal moves medially at toe-off. Tension is created within the plantar joint capsule, generating pressure between the lateral (fibular) side of the medial sesamoid and the medial aspect of crista (the ridge of bone that separates the medial and lateral sesamoid grooves on the plantar aspect of the metatarsal head). The crista tends to undergo resorption, allowing the sesamoids to maintain their normal orientation within the flexor hallucis brevis tendon but becoming disarticulated from their normal position on the plantar aspect of the head of the first metatarsal. There is an apparent lateral drift of the sesamoids.
The location of the medial sesamoid into the lateral sesamoid groove and the lateral sesamoid to the space between the first and second metatarsals effectively decreases the dorsiplantar dimension of the medial part of the head of the first metatarsal, so that an even greater degree of foot pronation will occur at toe-off.
The lateral deviation of the hallux on the head of the first metatarsal is characterised by disuse atrophy of the articular cartilage, erosion of the subchondral bone, medial bone proliferation at the head of the first metatarsal, and thus increasing compromise of joint function.
Adduction of the head of the first metatarsal, as in metatarsus primus varus, causes tension in the medial part of the capsule of the first MTPJ, in the medial collateral ligament and in the medial sesamoid ligament. The structures within the medial capsule stretch and allow the head end of the first metatarsal to adduct further.
Under the principles of Davis’ law, soft tissue structures at the lateral side of the first MTPJ contract and shrink, and thus maintain the abducted position of the hallux.
image

Figure 4.13 The position of the medial sesamoid in relation to the midline (crista) on the plantar aspect of the head of the first metatarsal (Palladino 1991). Positions 1–3 allow the medial sesamoid to articulate with the medial plantar groove on the plantar aspect of the head of the first metatarsal and maintain the stability of the first MTPJ. A medial sesamoid in position 4–7 cannot locate to the medial groove. The crista becomes eroded and the medial sesamoid ‘drifts’ laterally. The stability of the first MTPJ is lost and, together with the ‘bow string’ effect of contraction of the extensor hallucis longus and flexor hallucis longus muscles, there is little to oppose further abduction of the hallux.

Dysfunction of soft tissue structures in hallux abducto valgus

There are no tendons that insert into the head of the first metatarsal. The integrity of the first MTPJ is maintained by the joint architecture and the correct orientation of the soft tissue structures that pass across it and insert into structures local to it. Orientation on the sagittal plane is maintained by the pull of the long flexor and extensor tendons (flexor and extensor hallucis longus) as they cross the first MTPJ, enhanced by the relationship of the sesamoid complex with the plantar aspect of the first MTPJ, and the contraction of the oblique head of the adductor hallucis muscle. Transverse plane stability is provided by the antagonism of the actions of the abductor hallucis muscle and the transverse head of the adductor hallucis muscle.
The adductus foot with metatarsus primus varus is characterised by medial deviation of the distal part of the first metatarsal and loss of transverse plane stability (Hockenbury 1999). As the tendons of flexor and extensor hallucis longus pass across the first MTPJ to insert into the phalanges of the hallux, medial deviation of the head end of the first metatarsal (and lateral deviation of the hallux) is exaggerated by the ‘bow string’ effect of the flexor and extensor hallucis longus tendons as their muscles contract. This effect is maximal at toe-off, increasing the hallux valgus angle (i.e. the transverse and sagittal planes angulation between the base of the proximal phalanx and the longitudinal axis of the first metatarsal), with the result that both the flexor and the extensor hallucis longus act as auxiliary abductors of the hallux.
The apparent ‘lateral shift’ of the sesamoids facilitates the bow-string effect of the flexor hallucis longus tendon, as its path is determined by the position of the twin tendons of the flexor hallucis brevis in relation to the plantar aspect of the first MTPJ.
The greater the lateral displacement of the hallux at the first MTPJ, the greater is the mechanical advantage of the tendons to accentuate the first MTPJ deformity, and the more the medial aspect of the first MTPJ capsule is placed under tension, and the lateral aspect under compression. Davis’ law dictates that the medial aspect of the capsule of the first MTPJ stretches, and the lateral aspect contracts and shrinks, so that the joint deformation is perpetuated by soft tissue adaptation.
Tension within the medial collateral ligament further compromises transverse and sagittal plane stability at the first MTPJ (Kura et al 1998). Lateral drift of the hallux allows the medial area of the capital cartilage of the first metatarsal head to be exposed, so that it no longer articulates with the base of the phalanx. The exposed cartilage undergoes degeneration, and the underlying bone proliferates to form the medial bony eminence that is so characteristic of hallux abducto valgus.
The tendon of abductor hallucis muscle inserts into the medial aspect of the base of the proximal phalanx of the hallux. Where the hallux has undergone a degree of axial rotation, frontal plane stability of the first MTPJ is compromised. Abductor hallucis insertion becomes oriented more towards the plantar aspect of the foot, and the muscle acts as an auxiliary plantar flexor of the hallux. It is no longer able to apply an efficient transverse plane force to the medial side of the hallux. The adductory force of the transverse head of the adductor hallucis muscle is unopposed, and the hallux pulled further into a valgus (abducted) position.

Clinical picture in hallux abducto valgus

The patient presents with pain in and around the first MTPJ area. Pain is exacerbated by activity, aggravated by tight or high-heeled shoes, and relieved to some extent by rest or a change of shoe style. The patient is usually concerned about the unsightly appearance of the medial ‘bunion’, the lesser toe deformities and associated nail pathologies characteristic of the foot with hallux abducto valgus, and the difficulty of obtaining shoes to accommodate the increased width of the forefoot. In addition to the symptoms that the patient reports, the clinician notes: metatarsus primus varus and hallux abducto valgus; a medial eminence at the head of the first metatarsal, which is often overlain with a large bursa; a reduced range of dorsiflexion at the first MTPJ, with pain and/or crepitus on passive movement of the hallux; palpable marginal osteophytes at the first MTPJ; second-toe hammer deformity with associated subluxation of the second toe at the second MTPJ; clawing and/or varus rotation (supination) of the third/fourth/fifth toes; rearfoot and/or forefoot varus; a range of nail pathologies; and hyperkeratotic lesions on the toes and plantar forefoot (Fig. 4.14).

image

Figure 4.14 The typical pattern of deformity and forefoot lesions with hallux abducto valgus.

Clinical examination in hallux adducto valgus

The underlying, principal cause of the hallux abducto valgus deformity must be determined. This is achieved from the patient history, from a physical examination of the foot and limb (both weight bearing and non-weight bearing) and a biomechanical evaluation of lower limb and foot function.

In the relatively healthy patient, the development of hallux abducto valgus is usually associated with biomechanical and intrinsic factors. Extrinsic factors associated with hallux abducto valgus will either predispose the patient to develop the condition as a direct result of the systemic disease process, or exacerbate any natural tendency to hallux abducto valgus due to inherent intrinsic factors. For example, patients with rheumatoid disease tend to develop marked eversion of the rearfoot, due to the effects of inflammatory arthritis within the subtalar joint. The resultant excessive whole-foot pronation, together with the generalised connective tissue inflammation that characterises the disease (e.g. vasculitis, synovitis, capsulitis, tendonitis, bursitis), predisposes to instability at all forefoot joints, with severe hallux abducto valgus and marked lesser toe deformities.

The biomechanical evaluation should include examination of the lower limb and foot to note:

Lower limb relationships: hip (internal/external) rotation, knee position (varum/valgum/recurvatum), the presence of external tibial torsion and/or tibial varum.
Relationships within the foot: the range of available ankle dorsiflexion, the ranges of motion at the subtalar and midtarsal joints, the neutral relaxed calcaneal stance position, the relationship of the calcaneum to the lower leg at the neutral subtalar joint, the relationship of the forefoot and rearfoot at the neutral subtalar joint, the ranges of motion of the first ray and the first MTPJ, and the metatarsal formula.

Non-weight-bearing examination

With the patient in a non-weight-bearing position, the following should be assessed:

The position of the hallux on the horizontal plane, in relation to the second toe.
image Lateral deviation of the hallux may result from subluxation of the hallux at the first MTPJ, or relate to structural changes within the hallux, such as hallux interphalangeus valgus.
image The hallux may override, underride, abut, or not contact the second toe.
image Where the extensor hallucis longus has a greater pull than the flexor hallucis longus, the hallux tends to hyperextend and rotate in relation to the frontal plane, so that the medial (tibial) nail wall becomes weight bearing, and the plantar aspect of the pulp of the hallux tends to override the dorsum of the second toe, causing the second toe to adopt a hammer position.
image Where the flexor hallucis longus has a greater pull than the extensor hallucis longus, the hallux tends to underride the second toe, and the second toe tends to dislocate at the second MTPJ.
The medial eminence: this is formed by the hypertrophy of the medial and dorsomedial aspects of the head of the first metatarsal. Its junction with the dorsomedial aspect of the head of the first metatarsal is marked by a ‘sagittal groove’.
image The medial eminence is usually associated with the formation of an adventitious bursa within the overlying soft tissues.
image The bursa may become very large and fluctuant and be subject to inflammation (bursitis), chilling, tissue breakdown and infection. It is often termed a ‘bunion’.
The available range of motion at the first MTPJ: the first MTPJ complex should be taken through its full range of movement (dorsiflexion and plantar flexion, adduction and abduction, inversion and eversion, clockwise and anti-clockwise circumduction) to identify pain, crepitus, restriction or excess movement.
image The normal non-weight-bearing range of motion at the first MTPJ is 65–70° of dorsiflexion and 15–20° of plantar flexion. The range of dorsiflexion is usually decreased in hallux abducto valgus.
image The quality of the motion at the first MTPJ should be noted, especially the presence of pain and/or crepitus, which indicates damage to the intra-articular cartilage. Pain on movement without crepitus is indicative of synovitis at the first MTPJ.
image The degree of abduction of the hallux at the first MTPJ is examined to determine whether the abduction deformity can be corrected passively. An abducted hallux that cannot be passively placed into a corrected (rectus) position indicates contracture and shrinkage of soft tissues at the lateral aspect of the first MTPJ.
The range of motion at the first ray: the normal range of motion of the first ray at the level of the first MTPJ is 5 mm dorsiflexion and 5 mm plantar flexion (10 mm overall). The resting position of the first ray with the foot in subtalar joint neutral should be assessed by comparison to the position of the second ray, and both should lie in the same plane, and parallel to the ground surface.
image With hallux abducto valgus, the first ray may be plantar or dorsiflexed relative to the second ray.
image Transverse motion at the first metatarsal–cuneiform joint and the first MTPJ should be assessed: in a normal foot there is little to no transverse motion available in the medial column, but transverse plane motion is usually noted with hallux abducto valgus.
The prominence of extensor hallucis longus tendon, and the path taken by the tendon should be noted.
image The path of the extensor hallucis longus tendon on the dorsum of the first MTPJ reflects the path of the flexor hallucis longus tendon at the plantar aspect of the joint, and thus shows the degree of ‘bow-stringing’ of the extrinsic muscle tendons occurring in association with hallux abducto valgus.
image A prominent extensor hallucis longus tendon indicates soft tissue contracture, hyperextension of the hallux at the first MTPJ, and/or hyperextension of the hallucal interphalangeal joint. It characterises a long-standing hallux abducto valgus deformity.
The presence of plantar keratoses.
image Hyperkeratosis in the plantar first MTPJ area indicates excessive plantar pressure at that site secondary to ankle equinus, rigid forefoot valgus, non-mobile pes cavus, a non-reducible plantar-flexed first metatarsal, prominent sesamoids, and/or atrophy of the plantar fat pad below the first MTPJ.
image Focal plantar hyperkeratosis at the second metatarsal head can indicate a short first metatarsal (bradymetatarsal), a relatively long second metatarsal, a dorsiflexed first metatarsal (metatarsus primus elevatus), hypermobility of the first metatarsal and first ray, and retrograde pressure at the second metatarsal head secondary to deformity of the second toe (a hammered, clawed or retracted second toe).
image Plantar hyperkeratosis in the second, third, fourth and fifth MTPJs area is associated with lesser toe deformities, where imbalance between the pull exerted by the extensor digitorum longus and the flexor digitorum longus muscles allows the toes to retract, claw or hammer, with resultant dorsiflexion of the proximal phalanges at the MTPJ. The base of the proximal phalanx exerts a plantarwards piston-like action at the dorsal aspect of the head of the metatarsal, and the metatarsal is forced into plantar flexion at toe-off, causing an increase in ground reaction forces at the overlying plantar skin and distal drift of the plantar fibrofatty padding.
image Diffuse plantar hyperkeratosis in the second/third/fourth MTPJs area is associated with hypermobility of the foot, where the foot fails to supinate fully at toe-off. The height of the medial longitudinal arch is decreased in a pronated foot, and there is a relative lengthening of the foot at midstance that persists into toe-off. Shear forces at the plantar skin overlying the second/third/fourth MTPJs promote the formation of diffuse callosity.
The presence of digital keratoses.
image Hyperkeratosis at the medial–plantar aspect of the interphalangeal joint of the hallux indicates excessive foot pronation at toe-off.
image Hyperkeratosis at the lateral (fibular) aspect of the hallux interphalangeal joint/medial (tibial) aspect of the proximal interphalangeal joint of the second toe indicates abduction of the hallux at toe-off.
image The lesser toe deformities that characterise a foot with hallux abducto valgus predispose to apical, dorsal and interdigital callosity and corn formation. A deep helloma molle may form at the depth of the fourth/fifth interdigital sulcus, especially in association with sagittal hypermobility of the fifth ray.
The presence of paraesthesia or reduced sensation at the medial and dorsomedial quadrant of the hallux.
image Some patients note paraesthesia, pain or reduced sensation in the distribution of the cutaneous nerve, which serves the dorsomedial quadrant of the hallux. The nerve can be chronically irritated by exostoses at the medial/dorsal area of the first MTPJ (Camasta 1996).
The presence of pain and/or onychophosis and/or onychocryptosis at the hallux nail.
image Pain in the medial or lateral nail sulcus arises in conjunction with axial rotation of the hallux, where the medial sulcus becomes weight bearing and/or the lateral sulcus is compressed against the medioplantar aspect of the second toe.
image Subungual pain or a subungual corn indicates that the hallux is in a hyperextended position at toe-off.
The presence of other forefoot deformities that form the classic clinical presentation of hallux abducto valgus include:
image lesser toe deformities, such as hammered second and third toes; clawing of the third, fourth and fifth toes; axial rotation or supination of the third, fourth and fifth toes; and associated dorsal, interdigital and apical hyperkeratoses
image tailor’s bunion formation, a similar but more minor deformity than hallux abducto valgus, affecting the fifth ray at the fifth MTPJ
image a ‘diamond’-shaped forefoot due to first ray (metatarsus primus varus and hallux valgus) and fifth ray (metatarsus quinque valgus and digiti minimi varus) deformities, and flat foot (Fig. 4.14).

Standing examination

A standing examination illustrates how all features of the hallux abducto valgus deformity are increased by weight bearing, and deformities are more exaggerated when the patient stands on tiptoe.

Both the transverse plane (hallux abduction) and the frontal plane (hallux eversion) moments of the hallux at the first MTPJ are increased on weight bearing.
The angulation of the first metatarsal (the metatarsus primus varus angle) is increased and the medial prominence at the head of the first metatarsal is more obvious than in the non-weight-bearing foot, with a resultant increase in the tension, stretch and shear within the deep transverse ligament between the plantar plates of the first and second metatarsal heads, and the soft tissues at the medial aspect of the first MTPJ.
The contracture of the extensor hallucis longus tendon is more obvious, so that any hyperextension (dorsiflexion) of the hallux at the interphalangeal joint or at the first MTPJ is exaggerated.
Hallux purchase reflects the ability of the hallux to stabilise in response to ground reaction forces at toe-off. It can be assessed by the examiner attempting to pull on a piece of paper that is placed under the pulp of the great toe when the patient is standing in their normal angle and base of gait. Hallux purchase is classified as good (when the paper cannot be pulled out from under the toe), fair (when the paper under the hallux tends to move a little when pulled), poor (when the paper can be pulled from under the toe with very little effort) or absent (when the hallux is not in ground contact) (Frank et al 2004).

Diagnosis of hallux abducto valgus

The diagnosis of hallux abducto valgus is based on the clinical observation of the typical forefoot deformities, and associated hyperkeratotic skin lesions, together with reported pain in and around the first MTPJ, metatarsalgia and the presence of characteristic lesser toe deformities. The differential diagnoses should exclude inflammatory joint disease and other extrinsic factors that predispose to hallux abducto valgus.

Weight-bearing plain radiographs are taken to determine the extent of joint pathology and forefoot deformity prior to carrying out corrective surgery. Views include anteroposterior, lateral oblique, lateral and axial projections.

Anteroposterior and axial (skyline) views, taken in the angle and base of gait are used to visualise the quality of the sesamoids, the sesamoid–metatarsal joint space, the relationship of the sesamoids to the head of the first metatarsal, any lateral subluxation of the sesamoids from their respective grooves on the plantar aspect of the head of the first metatarsal, and erosion of the crista.
An anteroposterior view is used to visualise specific relationships between the parts of the forefoot skeleton (Table 4.2), the relative lengths of the first and second metatarsals, the position of the sesamoids in relation to the head of the first metatarsal (Palladino 1991), the condition of the articular surfaces of the first MTPJ, the joint space at the first MTPJ, the quality of the bone stock, the angulation of the first metatarsal–cuneiform joint, the degree of rotation of the hallux, the size of the medial eminence of the first metatarsal head, and the degree of soft tissue pathology (e.g. swelling, chronic inflammation, calcification of intermetatarsal arteries).
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A lateral projection is used to determine the position of the first metatarsal in the sagittal plane (metatarsus primus elevatus) or to visualise the degree of plantar flexion of the first metatarsal (normally in the range 15–30°), and to visualise a dorsal exostosis or osteophytes within the first MTPJ.
The lateral oblique projection is useful in the evaluation of bone stock, to visualise the tarsometatarsal joints and to determine the dimensions of a dorsomedial exostosis.

Table 4.2 First ray relationships (from an anteroposterior view radiograph)

Angle Location Value in a normal foot
Intermetatarsal angle The angle subtended by the longitudinal axes of the first and second metatarsals 8–12°
Metatarsus adductus angle (first metatarsophalangeal angle) The angle subtended by the longitudinal axis of the lesser metatarsals and the first metatarsal <15°
Hallux abductus angle The angle between the longitudinal axis of the hallux and that of the first metatarsal <20°
Proximal articular set angle (PASA) The comparison of the plane of the articular surface of the head of the first metatarsal and that of the base of the proximal phalanx of the hallux <7.5°
Distal articular set angle (DASA) The comparison of the plane of the articular surface of the head of the proximal phalanx and that of the base of the distal phalanx of the hallux <7.5°
Hallux valgus interphalangeus angle The angle between the longitudinal axis of the proximal phalanx of the hallux and that of the distal phalanx <10°
Sesamoid position The position of the sesamoids in relation to the head of the first metatarsal Positions 1–3

Treatment of hallux abducto valgus

Treatment of hallux abducto valgus includes the conservative and symptomatic management of the soft tissue and nail pathologies that are associated with the forefoot deformities, orthotic therapy to address the biomechanical dysfunction that predisposes to the development of the condition, and surgical correction of the deformity.

Conservative and symptomatic management of nail and soft tissue pathologies

Reduction of onychauxic nails and sharp debridement of onychophosis that forms in relation to the chronic trauma due to digital deformity.
Regular sharp debridement of the areas of corn and hyperkeratosis that develop in relation to forefoot deformity, in association with the use of deflective and cushioning digital padding:
image helloma molle at the interdigital aspects of the proximal and distal interphalangeal joints of adjacent toes and in the depth of the interdigital web spaces
image digital helloma durum at the dorsum of the proximal interphalangeal joint in a hammer toe, the dorsum of the distal interphalangeal joint in mallet toe, or the apex in clawed toe
image Durlacher corn at the lateral nail sulcus area in varus toe
image plantar helloma durum at the MTPJ area of a toe with an associated fixed hammer deformity
image diffuse plantar callosity at the lesser MTPJ areas.
Anti-shear measures to reduce trauma to bony prominences:
image clinical padding/strapping to reduce shear stress to the bursa at the medial aspect of the first MTPJ (see Ch. 16)
image the use of an appropriate shoe style, such as flat shoes with a wide, deep toe box and positive fixing (laces) to accommodate the breadth of the forefoot, any clinical padding and in-shoe orthoses.
The provision of bespoke or semi-bespoke shoes that will accommodate both the deformity and an orthotic, and/or shoe adaptations to the first MTPJ area:
image stretch of the shoe upper to accommodate the medial eminence and lesser toe deformities
image provision of a false bursa or balloon patch to accommodate the medial eminence and lesser toe deformities.

Orthotic therapy

Palliative devices to correct non-fixed digital deformity, and to cushion and deflect plantar pressure, such as:
image silicone orthodigita
image moulded cushioned insoles to compensate for loss of the plantar forefoot fibrofatty pad
image deflective plantar pads to support the medial longitudinal arch and reduce pressure on isolated plantar lesions.
Dynamic orthoses to stabilise the rearfoot and midfoot and reduce excessive foot pronation. These are not indicated for patients with fixed rearfoot deformity or inflammatory arthritis.

Surgical correction of the forefoot deformity

There are more than a hundred types of surgical procedure to address the pain and deformity of hallux abducto valgus. Surgery for hallux abducto valgus follows three principles: soft tissue surgery, first-MTPJ-preserving surgery, and first-MTPJ-destructive surgery. Joint-preserving surgery is always indicated for younger patients, and joint-destructive procedures ought to be reserved for older subjects. Where hallux abducto valgus is problematic in a child (i.e. before the bones have fully ossified), soft tissue procedures together with orthotic therapy are indicated. The surgical procedure of choice is the one that will give the best outcome for the presenting array of forefoot pathologies for that particular patient (Table 4.3).

Soft tissue procedures include tendon division and transfer, and resection of bursae.
Reduction of the medial bony eminence (cheilectomy or bumpectomy).
The hallux deformity may be corrected by means of arthroplasty or arthrodesis at the first MTPJ and realignment of the hallux, such as a Scarf–Akin procedure.
Lesser toe deformities can often be corrected by arthrodesis or arthroplasty at the interphalangeal joint(s) with soft tissue release at the relevant MTPJ.
Metatarsus primus varus is corrected by first metatarsal shaft realignment, together with removal of the medial exostosis, such as a Scarfe or an Austin procedure, or by arthrodesis of the first metatarsal–medial cuneiform joint.
An overlong or short first metatarsal can be effectively shortened or lengthened by the use of an appropriate osteotomy technique.
Midfoot surgery: an unstable first ray may be stabilised by a Lapidus procedure (i.e. fusion of the first metatarsal–medial cuneiform joint).

Table 4.3 A range of surgical options for the treatment of hallux abducto valgus

Patient Assessment of deformity Procedure(s)
Adolescent
Young adult
Mild deformity
Stable joint
HV angle 20–30°
IM angle <15°
Distal varus osteotomy (e.g. Mygurd–Thomason)
Adolescent
Adult <45 years
Moderate deformity
No joint degeneration
HV angle 30–40°
IM angle <15°
Distal displacement osteotomy (e.g. Mitchell or Wilson)
Adolescent
Adult <45 years
Moderate deformity
No joint degeneration
HV angle 30–40°
IM angle <15°
Flat foot
Proximal valgus osteotomy (e.g. Shaft), displacement osteotomy (e.g. Scarfe–Akin)
Adult
Moderate deformity
Joint degeneration
HV angle 30–40°
IM angle <15°
Silastic replacement (e.g. Helal or Swanson)
Adult
Severe deformity
Joint degeneration
HV angle >40°
IM angle >20°
Basal closing wedge osteotomy (e.g. Allum and Higginson)
Screw arthrodesis
Adult
Recurrent cases
Cases with severe preoperative metatarsalgia
Screw arthrodesis at first MTPJ
Adult
Elderly
Failed silastic implant
Moderate deformity
Joint degeneration
HV angle 30–40°
IM angle <20°
Osteophytosis ++
Excision arthroplasty + wire distraction if IM angle >15° (e.g. Keller)

IM = Inter-metatarsal; HV = Hallux Valgus; ++ marked.