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Hallux rigidus

Overview¶
Hallux rigidus is a common disorder characterized by restriction of motion at the first metatarsophalangeal joint, often associated with mechanical block from periarticular osteophytes [4]. The reliability and validity of current grading criteria for this condition may require further exploration [2]. Surgical management is selected based on the grade of involvement [20]. Early to mid-stage hallux rigidus is best managed with cheilectomy or cheilectomy and proximal phalanx osteotomy [20], while arthrodesis and arthroplasty are reserved for late-stage disease [20]. Arthroscopic dorsal cheilectomy, plantar capsular release, flexor hallucis brevis release, and sesamoid cheilectomy is indicated for symptomatic grade 1 or 2 hallux rigidus recalcitrant to conservative treatment [1]. Joint preserving operation in patients with grade I and II hallux rigidus shows an increase of dorsi flexion and decrease of daily pain [13].
For advanced or end-stage presentations, interposition arthroplasty relieves pain and restores motion in patients with advanced hallux rigidus [14] and may offer a reliable option to fusing the joint [14]. A double-stemmed silastic implant provides a predictable and reliable alternative with comparable outcomes to arthrodesis for the treatment of end-stage hallux rigidus [15]. The arthrectomy described by Valenti is a highly reproducible intervention that serves as a good compromise between mobility and stability [11], providing good results for all hallux rigidus grades and entailing a low complication rate [11]. A sound arthrodesis of the metatarsophalangeal joint confers freedom from pain and a high level of functional efficiency in a very high proportion of patients who suffer from hallux rigidus [10].
Arthroscopic techniques yield good outcomes without complications for osteochondral lesions, loose bodies, and synovitis [37], though they show minor findings in patients with degenerative arthrosis and osteophytes who may require other techniques [37]. The arthroscopic microhole drill technique can be applied with impressive functional scores and without any complication in persons who failed conservative therapy for hallux rigidus with focal chordal injury [18]. After arthroscopic dorsal cheilectomy for hallux rigidus, patients are allowed to weight-bear as tolerated in a hard-soled shoe with no limitations on flexion and extension of the great toe metatarsophalangeal joint [17]. Postoperative management must be meticulously carried out to ensure optimal alignment of the hallux [7].
Anatomy & Pathophysiology¶
Definition and Clinical Presentation¶
Hallux rigidus is defined as arthrosis of the first metatarsophalangeal (MTP) joint characterized by restriction of motion [43, 34]. The condition is frequently associated with a mechanical block caused by periarticular osteophytes [4]. Patients primarily complain of pain in the first MTP joint, which is especially pronounced during extension [34]. Initial symptoms typically consist of pain during gait, with discomfort in the MTP joint reaching its peak during heel rise because the great toe normally dorsiflexes at this time [43]. Physical examination reveals painful limitation in dorsiflexion of the first MTP joint, with dorsiflexion lost before plantar flexion [43]. A palpable osteophyte is often present on the dorsum of the joint [43]. Additionally, the base of the metatarsal appears more plantar than normal, and the metatarsal head is elevated [43]. To avoid rolling over the great toe, patients with hallux rigidus walk on the lateral border of the feet [43].
Etiology and Risk Factors¶
Hallux rigidus is seen in patients from their thirties onward, though it is far more common in older adults and can rarely occur in adolescents [34, 43]. The reason arthritis of this joint is seen in younger patients is unclear but may be associated with an unrecognized chondral injury to the metatarsal head [34]. Several theories regarding the etiology of hallux rigidus have been proposed, including repetitive trauma, a hypermobile long first ray, osteochondritis dissecans, and plantar contracture [43]. The disease is frequently bilateral, and there may be a positive family history [43]. Hallux rigidus is associated with female gender, with girls affected more often than boys [34, 43]. It is also associated with hallux valgus interphalangeus and bilateral involvement in those with a family history [34]. Hallux rigidus is not associated with elevatus, first ray hypermobility, a long first metatarsal, Achilles tightness, abnormal foot posture, symptomatic hallux valgus, adolescent onset, shoe wear, or occupation [34].
Radiographic Findings¶
Weight-bearing radiographs of the foot demonstrate arthritic changes, including loss of joint space, subchondral sclerosis, and the presence of osteophytes, especially on the dorsal aspect of the metatarsal neck [34]. Radiographs show narrowing of the joint in hallux rigidus [43]. Lateral plain films can demonstrate dorsal osteophytes at the base of the proximal phalanx and metatarsal head [43]. These exostoses may become quite large and obscure visualization of the joint itself [43]. Osteochondritic lesions of the metatarsal head can be seen in young patients with hallux rigidus [43].
Biomechanics and Kinematics¶
For normal specimens, instant centers of rotation fell within the head of the first metatarsal [19]. Surface motion in normal specimens consisted of minor distraction during early plantar flexion, followed by tangential sliding throughout the rest of motion [19]. In contrast, feet with hallux valgus displayed instant centers of rotation and surface-velocity vectors that were variable, with early distraction, some sliding, and late compression [19]. Sesamoid motion in specimens with hallux rigidus revealed displaced instant centers of rotation [19]. Compression of the joint surfaces was present throughout the arc of motion in specimens with hallux rigidus [19]. Dysfunction of the windlass mechanism is associated with hallux rigidus, as evidenced by significantly decreased navicular elevation and altered joint rotations during dorsiflexion compared with healthy feet [35].
Classification¶
Modified Grading System: Hallux rigidus is characterized by restriction of motion at the first metatarsophalangeal joint, often associated with mechanical block from periarticular osteophytes [4]. A grading system was modified to add a Grade 4 for advanced disease and a Grade 0 for asymptomatic patients with early loss of metatarsophalangeal joint motion [32]. This classification incorporates elements of prior grading systems and requires both subjective and objective examination and radiographic data to determine the grade [32].
Prognostic Utility: When applied retrospectively, the modified grading system correctly predicted a successful outcome in 108 of 110 patients [32]. The system accurately predicted a fair or poor outcome in patients with Grade-4 hallux rigidus treated with cheilectomy [32]. Cheilectomy uniformly failed in patients with Grade-4 hallux rigidus, as predicted by the grading system [32]. Five of the nine feet with Grade-4 hallux rigidus treated with cheilectomy subsequently underwent arthrodesis [32]. Two of the four remaining patients with Grade-4 hallux rigidus treated with cheilectomy had moderate to severe metatarsophalangeal joint pain with a mean pain score of 4.4 points [32]. Cheilectomy unexpectedly failed in two of thirty-four patients with Grade-3 hallux rigidus [32]. Both patients in whom cheilectomy failed for Grade-3 hallux rigidus had radiographic evidence of chondrolysis within one year after surgery [32]. The two patients with failed cheilectomy for Grade-3 hallux rigidus underwent arthrodesis of the metatarsophalangeal joint at seven and eight years following the initial procedure [32].
Other Considerations: In a cross-sectional study in Japan, the prevalence of hallux rigidus among individuals over 50 years old was 26.7% [60]. Knee osteoarthritis (KOA) was significantly associated with the severity of hallux rigidus [60]. The frequency of KOA was significantly associated with the severity of hallux rigidus with a p-value of less than .001 [60]. The frequencies of hallux rigidus grades 0, 1, 2, and 3 in the Japanese cohort were 23.9%, 37.4%, 50.0%, and 50.0%, respectively [60]. Hallux valgus (HV) and gout (GA) were not associated with the severity of hallux rigidus in the Japanese cohort [60].
Radiographic Definitions: * Grade 1: Defined by preservation of joint space and mild osteophyte formation [60]. * Grade 2: Defined by mild to moderate joint-space narrowing, moderate osteophyte formation, subchondral sclerosis, and cysts [60]. * Grade 3: Defined by severe joint-space narrowing, significant osteophyte formation, loose bodies, subchondral sclerosis, and cysts [60].
Clinical Presentation¶
Definition and Epidemiology¶
Hallux rigidus is frequently bilateral, and a positive family history may be present [43]. Girls are affected more often than boys [43]. In a Japanese village study, the prevalence of hallux rigidus among individuals over 50 years old was 26.7% [60]. Knee osteoarthritis (KOA) is significantly associated with the severity of hallux rigidus [60]. Conversely, hallux valgus and gout were not associated with the severity of hallux rigidus in a Japanese cross-sectional study [60].
Symptoms and Physical Examination¶
Pain in hallux rigidus is exacerbated by weight bearing and sports activities [34]. A dorsal eminence may prevent shoewear and is associated with swelling and redness [34]. Swelling may be present on examination [43]. Physical examination reveals painful limitation in dorsiflexion of the first MTP joint [43]. Dysfunction of the windlass mechanism is associated with hallux rigidus, evidenced by significantly decreased navicular elevation and altered joint rotations during dorsiflexion compared with healthy feet [35].
Imaging¶
Weight-bearing radiographs of the foot demonstrate arthritic changes, including loss of joint space, subchondral sclerosis, and the presence of osteophytes [34]. Osteophytes are especially present on the dorsal aspect of the metatarsal neck [34]. Lateral plain films can demonstrate dorsal osteophytes at the base of the proximal phalanx and metatarsal head [43]. Exostoses may become quite large and obscure visualization of the joint itself [43].
Grading and Kinematics¶
In normal specimens, instant centers of rotation fell within the head of the first metatarsal [19].
Investigations¶
Clinical Assessment: Hallux rigidus is a common disorder characterized by restriction of motion at the first metatarsophalangeal joint, often associated with mechanical block from periarticular osteophytes [4]. A dorsal eminence may prevent shoewear and is associated with swelling and redness [34]. Weight bearing and sports activities exacerbate pain in patients with hallux rigidus [34]. First MTP pain can be caused by multiple etiologies, which can be present simultaneously [54].
CT: Weight-bearing CT scans better demonstrate the true orientation of bones and joints during loading compared to standard imaging, aiding in the diagnosis and preoperative planning of complex foot and ankle pathologies [63].
Other Considerations: In feet with hallux rigidus, sesamoid motion reveals displaced instant centers of rotation [19]. Compression of the joint surfaces is present throughout the arc of motion in feet with hallux rigidus [19]. Methods using the metatarsal shaft as a reference have poor measurement accuracy, especially postoperatively [68].
Treatment¶
Non-Operative¶
Conservative management for hallux rigidus begins with shoe modifications and orthotics [50]. Recommended shoe modifications include a high toe box to relieve rubbing of the dorsum of the joint, a rigid shank within the sole to limit motion of the metatarsophalangeal (MTP) joint at heel rise, and a stiff insert that extends past the MTP joint medially to limit MTP motion [43]. Patients should wear a stiff-soled shoe with a deep toe box [34]. An orthotic device with a Morton’s extension or a carbon fiber plate is beneficial for conservative management [34]. A rocker-bottom shoe is also helpful in the conservative management of hallux rigidus [34]. Nonsteroidal anti-inflammatory drugs (NSAIDs) are part of the conservative treatment regimen [34]. In older (>60 years), sedentary patients, conservative measures are usually adequate [34]. Patients should be restricted from participating in sports during initial symptomatic relief treatment [43].
Operative¶
Indications: Surgery for hallux rigidus is selected based on the grade of involvement, with early to mid-stage hallux rigidus best managed with cheilectomy or cheilectomy and proximal phalanx osteotomy [20]. Cheilectomy is indicated in patients with mild to moderate arthrosis but who have a large dorsal osteophyte [34]. In advanced cases of hallux rigidus, arthrodesis of the MTP joint is recommended in young, active patients who remain limited in function after other forms of treatment have failed [43].
Surgical Approach / Technique: In cheilectomy for hallux rigidus, approximately one fourth to one third of the dorsal metatarsal head is excised with an osteotome [34]. During the procedure, medial and lateral osteophytes are debrided and a thorough synovectomy of the joint is performed [34]. If cheilectomy is unsuccessful for early hallux rigidus, a dorsal closing wedge osteotomy of the proximal phalanx may be helpful [43]. Distal oblique osteotomy is an effective surgical procedure for grade II hallux rigidus with a high patient satisfaction [76]. The Valenti arthroplasty is a highly reproducible intervention that serves as a good compromise between mobility and stability, providing good results for all hallux rigidus grades [11]. Percutaneous forefoot surgery produces results similar to conventional surgery for hallux rigidus [3].
Implant Selection: Prosthetic replacement of the arthritic first metatarsophalangeal joint can be used in older, lower demand patients with hallux rigidus but has high rates of failure in younger, more active individuals [34]. Interposition arthroplasty relieves pain and restores motion in patients with advanced hallux rigidus and may offer a reliable option to fusing the joint [14]. A Keller procedure is a resection arthroplasty that may be useful in older, less active patients with hallux rigidus but has a high rate of complications [34]. For first metatarsophalangeal joint arthrodesis fixation, the unlocked plate plus screw and crossed screw constructs were the stiffest and most resistant to joint opening under cyclic loading [51].
Postoperative Management: After arthroscopic dorsal cheilectomy for hallux rigidus, patients are allowed to weight-bear as tolerated in a hard-soled shoe with no limitations on flexion and extension of the great toe MTPJ [17]. Distal oblique osteotomy for hallux rigidus allows immediate weight bearing in a postoperative shoe for 6 weeks [76]. Active and passive dorsiflexion and plantarflexion exercises of the first metatarsophalangeal joint are started on the first postoperative day following distal oblique osteotomy for hallux rigidus [76]. The postoperative management must be meticulously carried out to ensure optimal alignment of the hallux [7].
Outcomes: Postoperatively, patients undergoing cheilectomy for hallux rigidus regain up to 50% of their dorsiflexion and have improvement of their total motion [34]. More than 90% of patients undergoing cheilectomy for hallux rigidus have improvement of pain, ability to wear shoes, and increased physical abilities [34]. The joint preserving operation in patients with grade I and II hallux rigidus shows an increase of dorsi flexion and decrease of daily pain [13]. First metatarsophalangeal joint arthrodesis is a predictable and durable procedure for hallux rigidus [34]. Patients can remain quite active with a first metatarsophalangeal joint fusion for hallux rigidus [34]. If arthrodesis is obtained and the position is good, the result will be satisfactory both to the patient and the surgeon, and it may be confidently offered as a permanent cure of the deformity [38].
Complications: Cheilectomy is less likely to have a favorable outcome on joints with advanced arthritis [34]. Cheilectomy uniformly failed in patients with Grade-4 hallux rigidus, with five of nine feet subsequently undergoing arthrodesis [32]. Two of four remaining patients with Grade-4 hallux rigidus treated with cheilectomy had moderate to severe metatarsophalangeal joint pain with a mean pain score of 4.4 points [32]. Cheilectomy unexpectedly failed in two of thirty-four patients with Grade-3 hallux rigidus, both of whom had radiographic evidence of chondrolysis within one year after surgery [32]. Patients who experienced cheilectomy failure in Grade-3 hallux rigidus subsequently underwent arthrodesis at seven and eight years following the initial procedure [32]. The Valenti arthroplasty entails a low complication rate [11]. Arthroscopic microhole drill technique for focal osteochondral lesions in hallux rigidus was applied without any complication [18]. Hallux arthroscopy shows good outcomes without complications for osteochondral lesions, loose bodies, and synovitis [37]. Arthroscopic arthrodesis of the first metatarsophalangeal joint offers fewer wound complications compared to open approaches [16].
Revision: Outcomes in revision MTP1 arthrodesis surgery cases are practically equivalent to published results of primary MTP1 arthrodesis and are considered acceptable [69]. Successful treatment of recurrent hallux valgus requires understanding the underlying reason for the failure of initial treatment and correcting bony alignment, restoring joint congruity, and balancing soft tissues [8].
Other Considerations: The drawback of first metatarsophalangeal joint arthrodesis for hallux rigidus is lost motion at the joint [34]. Acquired hallux varus is usually acquired as a complication of hallux valgus surgery in adults [26]. Overcorrection from bunion surgeries, such as the McBride procedure, is a cause of acquired hallux varus [26]. Postoperative hallux varus can result from nonunion following salvage surgery for failed Keller resection arthroplasty [73]. Hallux rigidus is characterized by restriction of motion at the first metatarsophalangeal joint [4]. In specimens with hallux rigidus, sesamoid motion reveals displaced instant centers of rotation [19]. Compression of the joint surfaces is present throughout the arc of motion in specimens with hallux rigidus [19].
Recovery¶
Rehabilitation protocol: Following arthroscopic dorsal cheilectomy, plantar capsular release, flexor hallucis brevis release, and sesamoid cheilectomy for early-stage hallux rigidus, patients are allowed to weight-bear as tolerated in a hard-soled shoe [17]. There are no limitations on flexion and extension of the great toe MTPJ [17].
Key Evidence¶
- [L5] The procedure is indicated for symptomatic grade 1 or 2 hallux rigidus recalcitrant to conservative treatment. [1] (10.1016/j.eats.2024.103198)
- [L3] The reliability and validity of current grading criteria for hallux rigidus may require further exploration. [2] (10.5435/jaaos-d-16-00878)
- [L5] The procedure is particularly reliable for fifth ray abnormalities and produces results similar to conventional surgery for hallux valgus and hallux rigidus. [3] (10.1016/j.otsr.2013.06.017)
- [L5] Hallux rigidus is a common disorder characterized by restriction of motion at the first metatarsophalangeal joint, often associated with mechanical block from periarticular osteophytes. [4] (10.2106/00004623-199806000-00015)
- [L5] The postoperative management must be meticulously carried out to ensure optimal alignment of the hallux. [7] (10.5435/00124635-199501000-00005)
- [L4] Successful treatment of recurrent hallux valgus requires understanding the underlying reason for the failure of initial treatment and correcting bony alignment, restoring joint congruity, and balancing soft tissues. [8] (10.1007/s00402-011-1447-6)
- [L4] This study suggests that a sound arthrodesis of the metatarsophalangeal joint confers freedom from pain and a high level of functional efficiency in a very high proportion of patients who suffer from hallux valgus and hallux rigidus. [10] (10.2106/00004623-196345030-00003)
- [L4] The arthrectomy described by Valenti is a highly reproducible intervention that serves as a good compromise between mobility and stability, providing good results for all hallux rigidus grades and entailing a low complication rate. [11] (10.1016/j.otsr.2009.02.004)
- [L3] The joint preserving operation in patients with grade I and II hallux rigidus shows an increase of dorsi flexion and decrease of daily pain. [13] (10.1007/s00402-009-0857-1)
- [L4] Results of our study indicate that interposition arthroplasty relieves pain and restores motion in patients with advanced hallux rigidus and may offer a reliable option to fusing the joint. [14] (10.1097/01.blo.0000201166.82690.23)
- [L4] These results suggest that this double-stemmed silastic implant provides a predictable and reliable alternative with comparable outcomes to arthrodesis for the treatment of end-stage hallux rigidus. [15] (10.1302/0301-620x.102b2.bjj-2019-0518.r2)
- [Paper] Arthroscopic arthrodesis of the first metatarsophalangeal joint combined with endoscopic lateral release is a reliable technique for severe and rigid hallux valgus deformity, offering advantages of less soft tissue trauma, better cosmesis, and fewer wound complications compared to open approaches. [16] (10.1016/j.eats.2017.06.004)
- [L5] Patients are allowed to weight-bear as tolerated in a hard-soled shoe with no limitations on flexion and extension of the great toe MTPJ. [17] (10.1016/j.eats.2022.12.014)
- [L3] Arthroscopic microhole drill technique can be applied with impressive functional scores and without any complication in persons who failed conservative therapy for hallux rigidus with focal chordal injury. [18] (10.1177/2325967117s00069)
- [L5] [19] (10.2106/00004623-198668030-00012)
- [L4] Surgery is selected based on the grade of involvement, with early to mid-stage hallux rigidus best managed with cheilectomy or cheilectomy and proximal phalanx osteotomy, while arthrodesis and arthroplasty are reserved for late-stage hallux rigidus. [20] (10.5435/jaaos-20-06-347)
- [L3] Dysfunction of the windlass mechanism is associated with hallux rigidus, as evidenced by significantly decreased navicular elevation and altered joint rotations during dorsiflexion compared with healthy feet. [35] (10.2106/jbjs.24.00437)
- [L4] Hallux arthroscopy has good outcomes without complications for osteochondral lesions, loose bodies, and synovitis, but shows minor findings in patients with degenerative arthrosis and osteophytes who may require other techniques. [37] (10.1177/2325967114s00257)
- [L4] The author states that if arthrodesis is obtained and the position is good, the result will be satisfactory both to the patient and the surgeon, and it may be confidently offered as a permanent cure of the deformity. [38] (10.2106/00004623-195234010-00013)
- [Paper] Non-surgical intervention begins with shoe modifications and orthotics. [50] (10.1302/2058-5241.2.160031)
- [L5] The unlocked plate plus screw and crossed screw constructs were the stiffest and most resistant to joint opening under cyclic loading. [51] (10.1186/s13018-017-0525-z)
- [L5] First MTP pain can be caused by multiple etiologies, which can be present simultaneously. [54] (10.5435/jaaos-d-22-00821)
- [L4] [60] (10.1186/s12891-021-04666-y)
- [L5] Weight-bearing CT scans better demonstrate the true orientation of bones and joints during loading compared to standard imaging, aiding in the diagnosis and preoperative planning of complex foot and ankle pathologies. [63] (10.5435/jaaos-d-19-00700)
- [L4] Methods using the metatarsal shaft as a reference have poor measurement accuracy, especially postoperatively. [68] (10.2106/00004623-200303000-00015)
- [L4] Outcomes in this series of revision MTP1 arthrodesis surgery cases are practically equivalent to published results of primary MTP1 arthrodesis and are considered acceptable. [69] (10.1016/j.otsr.2018.08.011)
- [L3] [73] (10.2106/00004623-200406000-00003)
See Also¶
References¶
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[2] Hallux Rigidus Grade Does Not Correlate With Foot and Ankle Ability Measure Score. Journal of the American Academy of Orthopaedic Surgeons. 2017. DOI: 10.5435/jaaos-d-16-00878
[3] Percutaneous forefoot surgery. Orthopaedics & Traumatology: Surgery & Research. 2014. DOI: 10.1016/j.otsr.2013.06.017
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[13] Mid- and long-term results of the joint preserving therapy of hallux rigidus. Archives of Orthopaedic and Trauma Surgery. 2009. DOI: 10.1007/s00402-009-0857-1
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[15] Silastic first metatarsophalangeal joint arthroplasty for the treatment of end-stage hallux rigidus. The Bone & Joint Journal. 2020. DOI: 10.1302/0301-620x.102b2.bjj-2019-0518.r2
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[18] Arthroscopic Treatment of Focal Osteochondral Lesions of the First Metatarsophalangeal Joint. Orthopaedic Journal of Sports Medicine. 2017. DOI: 10.1177/2325967117s00069
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[38] ARTHRODESIS OF THE FIRST METATARSOPHALANGEAL JOINT FOR HALLUX VALGUS, HALLUX RIGIDUS, AND METATARSUS PRIMUS VARUS. The Journal of Bone & Joint Surgery. 1952. DOI: 10.2106/00004623-195234010-00013
[43] Tachdjian S Pediatric Orthopaedics From The Texas Scottish Rite Hospital For Children E Book. Plate 15.3 Kramer/Barmada Osteotomy of the Base of the Femoral Neck for Slipped Capital Femoral Epiphysis > Hallux Rigidus.
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[54] Assessment and Management of Atraumatic First Metatarsophalangeal Joint Pain. Journal of the American Academy of Orthopaedic Surgeons. 2023. DOI: 10.5435/jaaos-d-22-00821
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[73] Salvage of a Failed Keller Resection Arthroplasty. The Journal of Bone and Joint Surgery-American Volume. 2004. DOI: 10.2106/00004623-200406000-00003
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