All Spinal Surgical Approaches - Step by Step with Images
Anatomical Landmarks for All Spinal Approaches
Before any spinal approach, surface landmarks guide incision planning:
FIG. 2.117 - Surface landmarks of the spine. Key reference points: hyoid bone = C3, thyroid cartilage = C4-5, cricoid ring = C6, sternal notch = T2-3, tip of scapula = T7, intercrestal line = L4, PSIS = S2. (Miller's Review of Orthopaedics 9th Ed)
Relation of Spinal Nerve Roots to Vertebrae
Understanding root-vertebral relationships is essential for surgical level selection:
FIG. 2.112 - Relation of spinal nerve roots to vertebrae (Gray's Atlas of Anatomy). Cervical roots C1-C7 exit ABOVE their corresponding vertebra; C8 exits below C7; all thoracic and lumbar roots exit BELOW. (Miller's Review of Orthopaedics 9th Ed)
Master Reference Table: Spinal Approaches
| Approach | Interval | Structures at Risk |
|---|
| Anterior cervical | Between carotid sheath and trachea/esophagus | Recurrent laryngeal nerve, sympathetic ganglion |
| Posterior cervical | Midline between paracervical muscles | Vertebral artery, C5 nerve root |
| Anterior thoracic | Transverse, two ribs above level of interest | Intercostal neurovascular bundle (dissect over top of rib) |
| Posterior thoracolumbar | Midline over spinous processes | Posterior primary rami, segmental vessels, nerve root |
| Anterior lumbar (transperitoneal) | Between rectus abdominis muscles | Presacral sympathetic plexus (retrograde ejaculation) |
| Anterolateral lumbar (retroperitoneal) | Oblique from 12th rib to lateral rectus border | Sympathetic chain, ureter, segmental lumbar vessels |
Miller's Review of Orthopaedics 9th Ed, Table 2.46 (compiled)
CERVICAL SPINE APPROACHES
APPROACH 1: Anterior Cervical Approach (Smith-Robinson)
Cross-Sectional Anatomy at C4
FIG. 2.116 - Surgical intervals of the cervical spine at C4. The anterior approach passes between the carotid sheath (containing common carotid artery, internal jugular vein, vagus nerve) and the trachea. Note: Longus colli muscles flank the midline; the vertebral artery lies within the transverse foramen. (Miller's Review of Orthopaedics 9th Ed)
Step-by-Step Technique
Patient Position:
- Supine with a small roll under the shoulders to extend the neck
- Head slightly turned to the contralateral side (usually right-sided approach to protect the recurrent laryngeal nerve)
Step 1 - Incision:
- Transverse skin incision based on desired level, in a natural skin crease
- Level landmarks: hyoid = C3, thyroid cartilage = C4-5, cricoid ring = C6
- For C5: enter the carotid triangle
Step 2 - Platysma:
- Retract the platysma with the skin (subplatysmal flaps superiorly and inferiorly)
Step 3 - Finding the Interval:
- Expose the pretracheal fascia
- Develop the interval between:
- Laterally: carotid sheath (containing internal/common carotid artery, internal jugular vein, vagus nerve CN X)
- Medially: trachea and esophagus
- Use blunt finger dissection to develop this plane
Step 4 - Prevertebral Fascia:
- Incise the prevertebral fascia sharply
- Retract the longus colli muscle gently laterally (protecting the recurrent laryngeal nerve which lies just outside the sheath)
- Anterior surface of the vertebral body is now exposed
Step 5 - Level Confirmation:
- Fluoroscopic confirmation of correct level with a spinal needle
Step 6 - Discectomy and Decompression:
- Caspar retractor pins placed into adjacent vertebral bodies
- Discectomy with rongeur, curettes, high-speed drill
- Posterior osteophytes removed with angled curettes/Kerrison rongeurs
- Posterior longitudinal ligament removed if indicated
Step 7 - Interbody Reconstruction:
- Autograft (iliac crest), allograft, or PEEK/titanium cage placed
- Anterior cervical plate applied across construct
Key Risks:
- Right-sided approach: Recurrent laryngeal nerve (RLN) injury (hoarse voice, unilateral vocal cord palsy). RLN arises from vagus at subclavian artery level on right (shorter course, more vulnerable)
- Left-sided approach (lower): Thoracic duct injury (posterior to carotid sheath)
- Horner syndrome: stellate ganglion at C7-T1, protected by subperiosteal dissection of longus muscles
- Postoperative: upper airway edema, hematoma, vocal cord paralysis
APPROACH 2: Posterior Cervical Approach
Step-by-Step Technique
Patient Position:
- Prone in Mayfield three-pin head fixation
- Neck flexed to decrease cervical lordosis and open interlaminar spaces
- Reverse Trendelenburg position reduces venous bleeding
- Shoulders retracted inferiorly with tape (for lower cervical levels)
Step 1 - Incision:
- Midline longitudinal incision
- Centered on the spinous process(es) of interest
- For single-level foraminotomy: ~2 cm incision centered on spinous process tip of cephalad level
Step 2 - Ligamentum Nuchae:
- Divide the ligamentum nuchae longitudinally in the midline (avascular midline raphe)
- Expose tips of spinous processes above and below designated area
Step 3 - Subperiosteal Dissection:
- Reflect the superficial layer (trapezius) and intermediate layer (splenius cervicis, semispinalis, longissimus capitis) laterally using subperiosteal dissection
- Use a self-retaining retractor to maintain exposure of the laminae
Step 4 - Level Confirmation:
- Palpate the last bifid spinous process (usually C6)
- Fluoroscopic confirmation with a marker on the spinous process
Step 5 - Decompression:
- Access to the spinal canal through laminectomy or facetectomy
- For foraminotomy: high-speed burr removes caudal edge of lateral lamina ("keyhole")
- Ligamentum flavum excised with small Kerrison rongeur
Step 6 - Neural Decompression:
- Nerve root identified (displaced posteriorly by disc/osteophyte)
- Root retracted superiorly (never caudally)
- Disc fragments/osteophytes removed under microscope
Key Risks:
- Vertebral artery: especially vulnerable where it leaves the foramen transversarium and travels superiorly/medially to pierce the atlantooccipital membrane
- Greater occipital nerve (C2) and third occipital nerve (C3) in the suboccipital region
- C5 palsy: most common postoperative complication, particularly with laminoplasty (due to tethering and "drift" of cord after posterior decompression)
Minimally Invasive Posterior Cervical Foraminotomy (Tubular Retractor System)
FIGURE 45.10 - Minimally invasive posterior cervical foraminotomy. (A-C) K-wire identification and sequential tubular dilator placement under fluoroscopy. (D-E) Endoscopic laminotomy and foraminotomy. (F) Disc fragment removal. (G) Final position fluoroscopy. (Campbell's Operative Orthopaedics 15th Ed 2026)
Steps (Gala, O'Toole, Voyadzis and Fessler Technique):
- Semi-sitting position: Mayfield three-point fixation; neck flexed, long axis of cervical spine perpendicular to floor
- Fold arms across lap; pad all pressure points
- Confirm operative level on lateral fluoroscopy
- Mark 18 mm longitudinal incision ~1.5 cm off midline on operative side; inject local anesthetic
- Through stab incision, advance K-wire under fluoroscopy; dock at inferomedial edge of rostral lateral mass
- Advance sequential tubular dilators (16 mm working channel)
- Dock tubular retractor; attach to table-mounted arm
- Confirm position with fluoroscopy
- Use angled curette to detach ligamentum flavum from undersurface of inferior laminar edge
- Kerrison punch begins laminotomy; high-speed drill if significant facet hypertrophy
- After laminotomy, remove ligamentum flavum medially to identify lateral dural edge and nerve root
- Bony resection follows the nerve root into the foramen (partial medial facetectomy; preserve ≥50% of facet for stability)
- Coagulate and incise venous plexus overlying nerve root
- Fine angled dissector palpates space ventral to nerve root for osteophytes/fragments
- Osteophyte: down-angled curette tamps material into disc space. Soft disc: nerve hook teases fragment; pituitary rongeur removes it
- Final inspection of foramen; irrigation; hemostasis
- Remove tube; inject local anesthetic into surrounding fascia/muscles
- Close: absorbable fascia stitch, inverted subcutaneous stitches, running subcuticular + skin adhesive
- Postop: Patient mobilized immediately; no collar required; discharge after 2-3 hours
THORACIC SPINE APPROACHES
APPROACH 3: Anterior Transthoracic Approach (Thoracotomy)
Indications: Thoracic disc herniation, vertebral body fractures, tumor, infection requiring anterior column access
Step-by-Step Technique
Patient Position:
- Lateral decubitus (right side preferred to avoid aorta, segmental arteries, artery of Adamkiewicz, and thoracic duct)
- Double-lumen endotracheal tube for single-lung ventilation (deflate ipsilateral lung for exposure)
Step 1 - Incision:
- Transverse incision made approximately two ribs above the level of interest
- Example: T8 disc = incision at T6 rib
Step 2 - Rib Approach:
- Dissect over the top of the selected rib to avoid the intercostal neurovascular bundle (which lies on the inferior internal surface of the rib: vein, artery, nerve from top to bottom)
- Subperiosteal dissection of the rib
Step 3 - Rib Resection:
- Detach rib from costochondral junction anteriorly and at rib head posteriorly
- Remove rib from the surgical field (may serve as bone graft)
Step 4 - Thoracic Cavity:
- Enter the thoracic cavity through the periosteum/pleura
- Deflate the ipsilateral lung
- Place self-retaining rib spreader
Step 5 - Parietal Pleura:
- Incise parietal pleura longitudinally over the target vertebra
- Ligate segmental vessels at the midpoint of the vertebral body (avoid artery of Adamkiewicz, typically T9-L1 on left)
Step 6 - Vertebral Exposure:
- Expose disc/vertebral body anterolaterally
- Perform discectomy, corpectomy, or stabilization as planned
Key Risks:
- Intercostal neuralgia (most common complication)
- Injury to the artery of Adamkiewicz (anterior spinal artery supply, mainly T9-L1 left side) → anterior spinal artery syndrome
- Aortic injury (left-sided approaches)
- Chylothorax from thoracic duct injury
- Pneumothorax requiring chest drain postoperatively
APPROACH 4: Costotransversectomy (Posterolateral Thoracic)
Indications: Thoracic disc, infection, tumor - when patient cannot tolerate thoracotomy; reasonable and safe access to thoracic anterior column
Step-by-Step Technique
Patient Position: Prone
Step 1 - Incision:
- Paramedian or hockey-stick incision ipsilateral to pathology
Step 2 - Posterior Dissection:
- Subperiosteal dissection of paravertebral muscles from spinous processes and laminae
- Expose transverse process and posterior rib head at target level
Step 3 - Rib Resection:
- Resect ~6-8 cm of the posterior rib including the rib head (costotransversectomy)
- Remove the transverse process
Step 4 - Anterior Access:
- Work around the lateral wall of the vertebral body and disc through this posterolateral corridor
- Limited access compared to full thoracotomy but avoids thoracic cavity
Step 5 - Neural Decompression:
- Removal of disc herniation, abscess, or tumor through this channel
- Packing of defect / stabilization as needed
Key Risks:
- Sacrifice of one thoracic nerve root often required for adequate exposure
- Intercostal neuralgia
- Limited anterior visualization compared to thoracotomy
LUMBAR SPINE APPROACHES
APPROACH 5: Posterior Lumbar Approach (Standard Open / Midline)
Lumbar Nerve Root Anatomy
FIG. 2.113 - Lumbar spine nerve roots. L4 root exits at L4-5 foramen; the L5 root traverses the L4-5 disc space before exiting below L5. A posterolateral L4-5 disc herniation typically compresses the traversing L5 root. (Miller's Review of Orthopaedics 9th Ed)
Step-by-Step Technique
Patient Position:
- Prone with abdomen hanging free (reduces epidural venous pressure and bleeding - Andrew's frame, Wilson frame, or Relton-Hall frame)
- Hips extended if fusion is planned (prevents positional kyphosis)
Step 1 - Incision:
- Straight midline incision over the spinous processes
- Length depends on number of levels
- Carried down through thoracolumbar fascia to spinous processes
Step 2 - Level Marking:
- Count from sacrum superiorly (S1 = first non-bifid spinous process)
- Fluoroscopic confirmation with marker at spinous process level
Step 3 - Subperiosteal Muscle Dissection:
- Incise the supraspinous and interspinous ligaments
- Subperiosteal dissection of the paravertebral muscles (erector spinae) off the spinous processes and laminae bilaterally
- Self-retaining retractors placed; expose laminae and facet joints
Step 4 - Laminotomy / Laminectomy:
- Laminotomy (fenestration): Partial removal of one or both laminae using Kerrison rongeurs; preserves midline structures
- Laminectomy: Complete removal of spinous process and bilateral laminae; wide decompression
- Ligamentum flavum excised to enter the epidural space
Step 5 - Nerve Root Identification:
- Identify thecal sac and nerve root at disc level
- Traversing root runs medially (at risk with posterolateral disc herniation)
- Exiting root runs laterally in foramen (at risk with foraminal/extraforaminal herniation)
Step 6 - Disc Fragment Removal:
- Gently retract nerve root medially with a nerve root retractor
- Do not retract caudally
- Incise posterior annulus fibrosus
- Remove disc fragments with pituitary rongeur and curettes
Step 7 - Haemostasis & Closure:
- Thorough irrigation; bipolar haemostasis; Gelfoam/thrombin for epidural veins
- Layered closure: thoracolumbar fascia, subcutaneous tissue, skin
- Drain optional
Spinal Stenosis - Algorithm for Surgical Approach
FIGURE 46.36 - Algorithm for treatment of spinal stenosis. Central stenosis with instability = laminectomy + fusion ± instrumentation. Foraminal stenosis = foraminotomy ± facetectomy. (Campbell's Operative Orthopaedics 15th Ed 2026)
Key Risks of Posterior Lumbar:
- Dural tear (CSF leak, pseudomeningocele)
- Nerve root injury / retraction neuropraxia
- Epidural hematoma
- Cauda equina syndrome if bilateral retraction or missed fragment
- Posterior primary rami injury (muscle denervation) → chronic paraspinal atrophy
- Segmental vessel injury
APPROACH 6: Anterior Lumbar Approach (Transperitoneal / ALIF)
Indications: L5-S1 and L4-5 disc disease, ALIF (anterior lumbar interbody fusion), spondylolisthesis, corpectomy
Step-by-Step Technique
Patient Position: Supine with slight Trendelenburg; sandbag under lumbar spine for lordosis
Step 1 - Incision:
- Longitudinal midline incision from just below the umbilicus to just above the pubic symphysis
- Or: transverse Pfannenstiel incision (lower, cosmetically preferred for L5-S1 only)
Step 2 - Rectus Sheath:
- Split the rectus abdominis muscles in the midline (linea alba)
- Incise the posterior rectus sheath / peritoneum
Step 3 - Peritoneal Retraction:
- Protect and retract the bladder distally
- Retract the bowel cephalad with moist laparotomy pads
Step 4 - Posterior Peritoneum:
- Incise the posterior peritoneum longitudinally over the sacral promontory
Step 5 - Vascular Exposure:
- The aortic bifurcation is revealed (typically at L4 vertebral body)
- Ligate the middle sacral artery (runs in the midline over L5-S1)
- The L5-S1 disc space lies below the bifurcation and is directly accessible
- For L4-5: mobilize the aorta and inferior vena cava to the left
Step 6 - Discectomy and Fusion:
- Remove L5-S1 or L4-5 disc
- Place large interbody cage (PEEK or titanium) packed with bone graft
- Supplementary posterior pedicle screw fixation often added
Key Risks:
- Presacral sympathetic plexus (superior hypogastric plexus) lies over the L5 vertebral body: injury causes retrograde ejaculation (sympathetic), NOT erection (parasympathetic)
- Vascular injury to aorta, IVC, iliac vessels
- Ureter injury
- Ileus / bowel obstruction
APPROACH 7: Anterolateral Lumbar Approach (Retroperitoneal / XLIF/LLIF)
Indications: L1-L4 levels, lateral interbody fusion, tumor, infection; avoids great vessels and bowel
Step-by-Step Technique
Patient Position: Lateral decubitus (right side up for left-sided approach)
Step 1 - Incision:
- Oblique incision centered over the 12th rib to the lateral border of the rectus abdominis muscle
Step 2 - Abdominal Wall Muscles:
- Incise in sequence:
- External oblique
- Internal oblique
- Transversus abdominis
- All incised in line with the skin incision
Step 3 - Retroperitoneal Space:
- Develop the retroperitoneal fat plane by blunt dissection
- The retroperitoneal space is entered anterior to the transversus abdominis
- Reveals the psoas major muscle and genitofemoral nerve on its anterior surface
Step 4 - Vascular Mobilization:
- Ligate segmental lumbar vessels (running transversely at the midpoint of each vertebral body)
- Mobilize the aorta (left) and vena cava (right) to expose the desired vertebral level
- Great vessels typically bifurcate at L4-5: requires larger dissection area; L5-S1 lies below bifurcation
Step 5 - Psoas Splitting (XLIF/LLIF variant):
- Split psoas muscle using sequential tubular dilators under neuromonitoring (EMG)
- Tubular retractor docked at lateral disc space
- Discectomy and interbody cage placement through lateral corridor
Key Risks:
- Sympathetic chain (medial to psoas, lateral to vertebral body): injury causes vasodilation, warmth, and dry foot
- Ureters (between peritoneum and psoas fascia): injury causes urinoma
- Genitofemoral nerve (on psoas): injury causes groin/medial thigh numbness and dysesthesia
- Lumbar plexus injury during psoas splitting (particularly L4 root)
Summary: Approach Selection by Region and Pathology
| Region | Pathology | Preferred Approach |
|---|
| Cervical (1-2 levels) | Disc herniation, radiculopathy (central/hard) | Anterior cervical (ACDF) |
| Cervical (lateral soft disc) | Radiculopathy from posterior compression | Posterior cervical foraminotomy |
| Cervical (multilevel myelopathy, lordotic) | Myelopathy 3+ levels | Laminoplasty or posterior cervical fusion |
| Cervical (kyphosis >13°) | Myelopathy 3+ levels | Combined anterior + posterior |
| Thoracic | Disc herniation, fracture, tumor | Costotransversectomy or thoracotomy |
| Lumbar (disc herniation) | Radiculopathy, sciatica | Posterior (microdiscectomy) |
| Lumbar (stenosis without instability) | Neurogenic claudication | Posterior laminectomy / fenestration |
| Lumbar (stenosis + instability) | Dynamic stenosis, spondylolisthesis | Posterior laminectomy + PLIF/TLIF + fusion |
| L4-5, L5-S1 (large segment) | Spondylolisthesis, interbody fusion needed | ALIF (anterior transperitoneal) |
| L1-L4 | Tumor, infection, lateral interbody fusion | Retroperitoneal / LLIF |
Sources: Miller's Review of Orthopaedics 9th Ed | Campbell's Operative Orthopaedics 15th Ed 2026 | Grainger & Allison's Diagnostic Radiology | Adams and Victor's Principles of Neurology 12th Ed