Friday, January 23, 2026

Humeral component retroversion in RSA American Shoulder and Elbow Surgeons Journal Club on Reverse Total Shoulder Arthroplasty - a reflections on the articles. Part 3

One of the less frequently studied surgeon-controlled variables in reverse total shoulder arthroplasty is the version of the humeral component. Humeral component retroversion in the Comprehensive Reverse Shoulder System arthroplasty: rotations, clinical outcomes, and quality-of-life analysis in a prospective randomized study: 60 patients were randomized; 57 analyzed at 24 months, mean age 75, 85% female, massive rotator cuff tear (63.3%), rotator cuff arthropathy (23.3%), primary osteoarthritis (13.3%) having RSA with Comprehensive Reverse Shoulder System by an individual surgeon. 

30° retroversion improved external rotation at 0° abduction by 12° but compromised functional outcomes as revealed by the Simple Shoulder Test (SST) and quality of life (SF-12 PCS) compared to 0° retroversion. Functional internal rotation showed only marginal improvement with 0° retroversion (approximately one spinal level).

The 0° group achieved clinically significantly higher SST scores, and superior quality of life in the physical domain, despite reduced external rotation with the arm at the side.

No significant differences were detected in ASES or Constant-Murley scores. These instruments may be less sensitive than the SST to the specific functional trade-offs between rotation patterns. The SST asks practical questions: Can you sleep comfortably? Carry 10 pounds? Wash the opposite shoulder? These activities may benefit from the subtle balance achieved at 0° retroversion with this implant.

It is worthy of note that the Comprehensive Reverse Shoulder System is a highly lateralized design. Thesse results may not apply to medialized designs, different glenosphere sizes, or varying humeral shaft angles. The interaction between retroversion and lateralization remains unexplored.

Conclusion: With Comprehensive Reverse Shoulder System laateralized design implant:

1. 30° retroversion increases ER at the side by 12° (clinically significant) but does not improve ER in abduction or functional ER scoring.

2. 0° retroversion provides only marginal internal rotation improvement that falls short of clinical significance and challenges computational model predictions.

3. The Simple Shoulder Test and SF-12, by assessing actual task performance and perceived quality of life, provide insight into what patients actually experience—which may differ substantially from what surgeons measure.

4. 0° retroversion achieves superior Simple Shoulder Test scores and physical quality of life despite less ER at the side, suggesting better integration of motion patterns for activities of daily living.

It not known if  these findings apply to medialized systems, different glenosphere sizes, or varying humeral shaft angles. Each implant design may have an optimal version range requiring separate study.

The study also highlights the importance of patient-reported outcomes in arthroplasty research. Goniometric measurements of range of motion, while objective and quantifiable, capture only one dimension of shoulder function. The Simple Shoulder Test and SF-12, by assessing actual task performance and perceived quality of life, provide insight into what patients actually experience—which may differ substantially from what surgeons measure.

Finally, this work reminds us that surgical decision-making remains complex and incompletely understood. The interaction of multiple variables—implant design, soft tissue management, bone morphology, patient factors—creates a multivariate problem that defies simple solutions.

Progress requires well-designed studies like this one, asking focused questions with rigorous methodology, gradually building the evidence base that will guide future practice.


Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link). 


Conjoint Tendon Release in Reverse Total Shoulder Arthroplasty. American Shoulder and Elbow Surgeons Journal Club on Reverse Total Shoulder Arthroplasty - a reflections on the articles. Part 2

Background: Internal rotation limitation is prevalent following modern reverse shoulder arthroplasty and negatively affects patients' subjective rating of the procedure. Internal rotation limitation after reverse total shoulder is common (41% of patients can only reach to sacrum level or worse) and negatively affects patient satisfaction. IR limitation is an independent factor associated with lower patient rating after RSA. Most research has been focused on implant geometry (lateralization, glenosphere position/size, NSA, version) with limited success.

Extension of the shoulder is essential for functional internal rotation after reverse total shoulder arthroplasty


The Journal Club Article:

Conjoint tendon release results in improvedinternal rotation and pain following reverse shoulder arthroplasty: a combined randomized clinical trial and biomechanical study included a level I RCT (55 patients) plus biomechanical validation (6 cadaveric specimens) study of  Z-plasty release of conjoint tendon 2 cm distal to coracoid.

In the clinical study, the released shoulders showed a modest improvement in reach up the back and lessening in pain, but these differences were not clinically significant (MCID for pain score = 1.5). There was no difference in the ASES score between the groups.


The postoperative internal rotation was greater for shoulders with greater preoperative internal rotation.

In the cadaveric study, the increases in internal rotation and extension were statistically significant but less than 10°. The force to subluxate was decreased by 4.3 N.

Conclusion: While internal rotation deficits are common and problematic after RSA, in this study the improvements in internal rotation after conjoint tendon release were modest and did not provide clinically significant improvement for the patients. 

It has been previously noted that function-specific patient reported outcomes, such as the Simple Shoulder Test, are more sensitive than global PROs in detecting internal rotation deficits after reverse total shoulder arthroplasty. It has also been documented that the ability to reach up the back (not a strictly rotational measure) is heavily influenced by the range of shoulder extension.



See:

Functional internal rotation after shoulder arthroplasty: a comparison of anatomic and reverse shoulder arthroplasty

In comparison to anatomic total shoulder, reverse total shoulder is associated with greater anterior shoulder pain and internal rotation dysfunction in patients with osteoarthritis.

Factors influencing functional internal rotation after reverse total shoulder arthroplasty


Takeaway: conjoint tendon release may be considered when performing RSA if extension is limited




Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link). 

Thursday, January 22, 2026

American Shoulder and Elbow Surgeons Journal Club on Reverse Total Shoulder Arthroplasty - a reflections on the articles. Part 1

ASES will provide a Virtual Journal Club on Reverse Total Shoulder, Tuesday, January 27th at 7pm CST, featuring moderators Drs. Christopher Klifto and Eric Wagner and panelists: Drs. Emilie Cheung, Larry Gulotta and Joaquin Sanchez-Sotelo (click on this link).

Here are some thoughts on two of the articles to be discussed.

(1) Scapulothoracic orientation has a significant influence on the clinical outcome after reverse total shoulder arthroplasty reported a retrospective analysis of 681 primary rTSA patients from a single-center registry. Patients were classified into three posture types based on scapular internal rotation measured on preoperative cross-sectional imaging:

• Type A: ≤36° scapular internal rotation (n=225)
• Type B: >36° to 46° (n=326)
• Type C: >46° (n=130) - represents poorest posture with increased kyphosis. At two years after surgery these patients had a few degrees (6 to 10 degrees) worse range of motion than type A. While the SPADI scores were 9 points worse, the difference did not exceed the MCID. Similarly the pain scores and complication rates were not clinically significantly different between types A and C.

The study is limited by (1) the  fact that posture was measured in a static supine position not during function while standing and confounded because (2) the types differed with respect to patient sex (more females in type C) and type of implants (more Grammont types used in type C).  While it is speculated that type C patients would benefit from increased distalization and potentially more lateralized constructs, this was not demonstrated in this paper.


(2) The relationship between design-based lateralization, humeral bearing design, polyethylene angle, and patient-related factors on surgical complications after reverse shoulder arthroplasty: a machine learning analysis considered 3,837 primary rTSA procedures using machine learning to predict surgical complications. Complications occurred in one out of eight patients, with superficial infections (2.1%), acromial/scapular fractures (2%), and instability (1.6%) being most common.

Patient factors (younger age, tobacco use, prior surgery, diagnosis of instability sequelae or nonunion) were stronger predictors of complications than implant design (inlay humeral component, medialized glenoid, medialized humerus, minimal global lateralization, lateralized glenoid-medialized humerus).

The machine learning model achieved an AUC-ROC of 0.61 (the value for random change would be 0.5).




This study reinforces that patient selection and optimization are paramount, with surgical technique and implant design playing less important roles. The findings appear to favor lateralized constructs (glenoid and humeral components) and onlay designs. However, the modest predictive accuracy suggests complications are multifactorial and not easily predicted.

The authors carefully describe the limitations of the study:
(1) the study retrospectively analyzed patients from an institutional registry
(2) glenoid, humeral, and global lateralization were measured on digitized templates as opposed to radiographic measures (thus, surgeon technique may have had a major impact on the final implant position different than the manufacturer specifications).
(3) the case volume of the individual surgeons was not analyzed with respect to complication rate.
(4) the medialized designs were the only implants available during the learning period of rTSA at this institution; thus it is unclear whether the increased complications associated with this design were related to the design itself or due to surgeon inexperience. In this registry, lateralized constructs were associated with fewer complications, but this may reflect their use in later years by more experienced surgeons in better-selected patients.
(5) the implants with lower proportions in the study led to more statistical fragility regarding design parameters
(6) it is not clear whether complications with certain designs (for example, the lateralized glenoid-medialized humerus (LGMH) combination) were due to the implant or to differences in the patient populations receiving the different implants
(7) the modest AUC-ROC of 0.61 suggests that the model did not include additional important predictive factors (e.g. surgical technique, other patient factors).
(8) this study looks at associations, but we cannot determine whether the associations imply causation  (i.e. does the use of certain implants cause an increased risk of complications?). See Surgical failures: what causes them and how can we do better for our patients.

We might wonder if in the future natural language processing of the entire records of these patients might lead to a model with greater predictive capacity by capturing such potentially important variables as:
  • Intraoperative findings (bone quality, soft tissue (subscapularis) condition, unexpected anatomic variants)
  • Surgeon operative notes describing technical challenges
  • Rehabilitation compliance and early recovery patterns
  • Social determinants of health (support systems, living situation)
  • Detailed medication histories and comorbidity severity
  • Patient expectations and psychological factors

In the end we must ask: Are complications in rTSA fundamentally predictable, or are there elements (e.g., subclinical infections, individual healing variability, unpredictable trauma) that limit any model's ceiling? 

Is the modest AUC of 0.61 due to insufficient data or to irreducible uncertainty (inherent biological variability among patients, intraoperative details, postoperative course)? 

See Objective ignorance - a problem in predicting outcomes in climbing and in orthopaedic surgery

Here's how a conversation with a prospective patient about complications might go.

What we know: "Your age, tobacco use, overall health, nutrition and whether you've had prior surgery influence your risk of complications. We can't change some of these, but we can optimize your nutrition and help with smoking cessation if relevant. At your surgery, we'll use proven techniques and appropriate implants based on the best available evidence."

What we don't know: "Even with sophisticated analysis of thousands of cases, we can only weakly predict who will experience a complication. Much depends on factors we cannot measure or control—how your body responds to surgery, healing variability, and events after you leave the hospital."

What this means for you: "We focus our efforts where evidence shows they matter most: optimizing your health before surgery, using proven surgical approaches, and supporting your recovery afterward. We avoid expensive technologies that claim precision but haven't been shown to improve outcomes that matter to patients."



Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link). 







Monday, January 19, 2026

One in ten revision rate, one in six complication rate for anatomic total shoulders, what can we learn? The immortal time bias.

 A recent article, Long-term functional and radiographic outcomes of anatomic total shoulder arthroplasty using an all-polyethylene cemented glenoid component with a minimum follow-up of 10 years, reported the minimum10 year outcomes for 54 of 129 patients (mean age 78, 55% female) having anatomic shoulder arthroplasty by an individual highly experienced surgeon between  2002 and 2014. Four different implants were used: Global Unite, Global AP, Global Advantage, and the Total Evolutive Shoulder System. 


From the authors: "A cemented onlay all-polyethylene pegged glenoid component was implanted, with reaming performed to achieve an inlay-style placement while ensuring osseous support at its borders. To avoid overstuffing, the humeral resection and the selection of the humeral head size were performed according to 
the native anatomy and tension. The humeral stem was implanted using a press-fit technique when bone quality allowed; otherwise, it was cemented."

Patients with minimum 10 year followup had favorable shoulder function, with a Constant Score of 63, an American Shoulder and Elbow Surgeons score of 83, a Subjective Shoulder Value of 80, and a pain score of 0.

Patients with minimum 10 year followup had forward elevation averaging 160 degrees and internal rotation averaged reaching to T12.

Kaplan-Meier analysis found an implant survival of 89.0% for those patients with 10 year followup.



14 patients (10.4%) underwent a revision after a median of 2.8 years (before the 10 year clinical outcome inclusion mark). Indications for these revisions were instability in 2, overstuffed humerus in 2, cuff failure in 3, infection in 1, humeral loosening in 2, and glenoid loosening in 4. The only risk factor reported for revision was age below 65 yrs.

Complications not requiring revision included arthrofibrosis (2), infection, supraspinatus tear, periprosthetic fracture, scapular fracture, and ulnar nerve palsy. The overall complication rate was 16.4%. 

So, the question to ask is :what might have been done differently to avoid these complications?"

(1) Two revisions were performed within the first 6 months after surgery for "overstuffing". As we've discussed in prior posts, overstuffing is avoided by making a proper head cut, avoiding varus or incomplete insertion of the stem, and - most importantly - adjusting the head thickness so that, with the trial components in place, the shoulder has at least 150 degrees of flexion, internal rotation of 60 degrees with the arm in 90 degrees of abduction, 50% posterior translation, and external rotation of 40 degrees with the subcapularis approximated to its insertion site.

2. Two early revisions were required for instability. It is not clear whether in these cases the instability was anterior or posterior. Excessive posterior translation can be identified at surgery and managed by an anteriorly eccentric humeral head (as detailed in prior posts). Anterior instability is often a result of failure of the subscapularis reattachment. This risk can be minimized by a careful subscapularis peel, preserving the capsule on the tendon's deep surface, a complete 360 degree release of the muscle/tendon, avoiding overstuffing, a robust repair to the lesser tuberosity with 6 sutures with an addition suture or two in the lateral rotator interval to reinforce the repair, and avoiding unintended stretching in excessive external rotation.

3. Four revisions were for glenoid compoinent loosening. The risk of this complication can be minimized by using either an all polyethylene glenoid component with ingrowth pegs or a hybrid cage design rather than the all-cemented peg design used in this study and by assuring excellent seating of the component in well-prepared glenoid bone.

It would be helpful to have clarification on a few issues:

(1) What was the rationale for chosing one of the four different humeral components?

(2) What were the technique and implant factors associated with humeral component loosening and periprosthetic fracture?

One other interesting challenge with long term studies such as this one is what's called "immortal time bias". It occurs when there is a period of time in the followup during which the clinical outcome cannot be known because of uncontrollable factors, such as the death of the patient or revision.  In this paper there was a 12 year inclusion period (2002-2014) with a required minimum 10 year followup. Patients who died early in the followup period or who had early revision were excluded from the clinical and functional analysis; the patients that died or had early revision would seem more likely to have increased risk of adverse outcomes, but they were removed from the study.  In this case 48 patients died and 14 patients had revision before the 10-year followup creating a study cohort of 42% of the initial population that is enriched with cases that are more likely to be successful. This can artifically inflate survival estimates and treatment effects, biasing the results toward favorable outcomes.

The authors appropriately acknowledged this limitation, noting that "due to the high number of deceased patients, a selection bias is inherent" and that "the revision rate may be underestimated due to the possibility that patients who were lost to follow-up may have undergone revision elsewhere." 

Clinical research, especially the pursuit of long-term followup is difficult, yet only through long term followup can we answer the patient's question: "how long is this arthroplasty likely to hold up?"

How long?


Long-billed Dowitcher
Malheur National Wildlive Refuge
Spring 2020



Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link). 

Sunday, January 18, 2026

How a surgeon can learn from their own adverse outcomes - an example of intrapractice analysis in reverse shoulder arthroplasty.

From the start of their career, each surgeon is launched on a personal learning curve for each procedure that they perform, progressively refining their approach. The surgeon is the method and this method evolves with experience. The great majority of our surgeries (thankfully) turn out well, thus the opportunity for learning lies in exploring the surgeon's adverse outcomes. One way to accomplish this is to compare a case of, for example, anatomic glenoid component failure to a matched set of aTSAs that did not have this type of failure, searching for surgeon-controlled variables that differed.

Here is an example of this type of intrapractice analysis. Four cases of acromial stress fractures after reverse shoulder arthroplasty (RSA) were each matched to four cases of RSA from the same surgeon's practice by age, sex, diagnosis, implant type, and year in which the surgery was performed. 

Two of the cases were initially non-displaced Levy IIB fractures that went on to displace in spite of immobilization (FX1 and FX2). Two of the cases were Levy I fractures that healed with immobilization (FX3 and FX4).

For each case and for their respective controls, we documented 14 measures of component position that are easily determined on plain anteroposterior radiographs. 

Radius of the glenosphere


Lateralization of the glenosphere center of rotation from the native glenoid bone.


Total thickness of the glenosphere (including baseplate and any augments) measured as the distance from the native glenoid bone to the lateral extent of the glenospherre.


Baseplate inferiorization measured as the distance between the center of the glenoid bone surface to the center of the baseplate. 



Baseplate tilt measured as the angle between the supraspinatus fossa line (white) and the baseplate. Note that values greater than 90 degrees indicate superior tilt in relation to the supraspinatus fossa line.


Humeral distalization measured as the distance between the acromial tip and the superior-lateral tip of the tuberosity. The HD was measured before and after the RSA. The difference (Delta HD) was calculated.



Measured as the distance between the glenoid bone surface and the superior-lateral tip of the tuberosity.


Measured as the distance between the lateral aspect of the glenosphere and the superior-lateral tip of the tuberosity


Measured as the distance between the glenosphere center of rotation and the superior-lateral tip of the tuberosity.

Measured as the distance between the glenosphere center of rotation and the tip of the acromion.
The AC - CT difference and the AC/CT ratios were also determined.

Here is a series of plots of the 14 measurements for the two cases of displaced Levy IIB fractures (FX1 and FX2). In each of the plots, the red dot indicates the fracture case and the green dots indicate the four controls matched for age, sex, diagnosis, implant type, and year in which the surgery was performed. 







Of particular interest in these two cases is the observation that the difference between the COR to acromion distance (AC) and the COR to tuberosity distance (CT) tended to be lower in the fracture cases than for the controls. 


This relationship is not seen for the two Levy I fracture cases that healed witrh immobilization.





Because change in humeral distalization has been implicated as a risk factor for acromial fractures, Delta HD and AC-CT differences were compared among the two displaced Levy IIB fractures (FX1 and FX2), the two healed Levy I fractures (FX3 and FX 4), and their respective controls.


While these data only reflect four fracture cases and their respective controls in this surgeon's practice, they suggest that the AC to CT difference is a more important surgeon-controlled risk factor for displaced Levy IIB fractures than humeral distalization. Thus in patients with patient risk factors for acromial fractures, the surgeon may wish to strive for AC>CT (a greater distance from the center of rotation to the acromion than the distance from the center of rotation to the tuberosity). 

More important than the results for these four cases is this methodolgy by which a surgeon can compare cases for any type of adverse outcome (e.g. glenoid component loosening, instability) to matched intrapractice controls with the goal of identifying potentially important surgeon-modifiable risk factors for future cases. 

Always trying to get better


Sooty Grouse

Mt, Rainier
July 2025



Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link). 


Tuesday, January 13, 2026

Robotics and shoulder arthroplasty - a podcast discussion





Here are some videos that are of shoulder interest
Shoulder arthritis - what you need to know (see this link).
How to x-ray the shoulder (see this link).
The ream and run procedure (see this link)
The total shoulder arthroplasty (see this link)
The cuff tear arthropathy arthroplasty (see this link).
The reverse total shoulder arthroplasty (see this link).
The smooth and move procedure for irreparable rotator cuff tears (see this link)
Shoulder rehabilitation exercises (see this link).