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Selected Instructional Course Lecture   |    
Diaphyseal Humeral Fractures: Treatment Options
Augusto Sarmiento, MD; James P. Waddell, MD, FRCS(C); Loren L. Latta, PE, PhD
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An Instructional Course Lecture, American Academy of Orthopaedic Surgeons
Augusto Sarmiento, MD
The Arthritis and Joint Replacement Institute, 1150 Campo Sano Avenue, Suite 301, Coral Gables, FL 33146

James P. Waddell, MD, FRCS(C)
Department of Surgery, Division of Orthopaedic Surgery, University of Toronto, 30 Bond Street, Toronto, ON M5B 1W8, Canada

Loren L. Latta, PE, PhD
Department of Orthopaedics and Rehabilitation, D-27, University of Miami, School of Medicine, Box 016960, Miami, FL 33101

The authors did not receive grants or outside funding in support of their research or preparation of this manuscript. They did not receive payments or other benefits or a commitment or agreement to provide such benefits from a commercial entity. No commercial entity paid or directed, or agreed to pay or direct, any benefits to any research fund, foundation, educational institution, or other charitable or nonprofit organization with which the authors are affiliated or associated.
Printed with permission of the American Academy of Orthopaedic Surgeons. This article, as well as other lectures presented at the Academy’s Annual Meeting, will be available in March 2002 in Instructional Course Lectures, Volume 51. The complete volume can be ordered online at www.aaos.org, or by calling 800-626-6726 (8 a.m.-5 p.m., Central time).

The Journal of Bone & Joint Surgery.  2001; 83:1566-1579 
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Several modalities of treatment are currently available for the management of diaphyseal humeral fractures. A long arm cast, a functional brace, an external fixator, a compression plate, and an intramedullary rod are different devices used to achieve the same ultimate results, but the biological mechanisms through which they accomplish this vary. Each one of these devices has a place in the management of humeral shaft fractures, and no one treatment is superior under all circumstances.
Understanding how the fracture heals with each form of treatment is essential for selection of the most appropriate choice for any specific fracture. It is the responsibility of the treating physician to understand the appropriate indications for each treatment modality, to recognize the biological and technical aspects that underlie its usage, to appreciate the importance of any residual deviation from normal as well as harmful sequelae, and to be familiar with all possible complications and their management. The present article describes the four most commonly used treatments: a functional brace, an external fixator, a plate and screws, and an intramedullary rod. An outline of the biological mechanisms of fracture repair with each of the four methods of treatment is included.
 
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+Fig. 1-A:Soft callus forms under the influence of early function and creates a compliant but strong, tough connection between the bone ends. The soft callus is made up of dense, well-oriented collagen-fiber bundles in the periphery covering a wedge of cartilage and loose fibrous tissue with a hematoma at the center. This is the stage of healing when use of casts or external fixators can be discontinued, braces can be applied, and comfortable function can progress rapidly.
 
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+Fig. 1-B:Soft callus forms under the influence of early function and creates a compliant but strong, tough connection between the bone ends. The soft callus is made up of dense, well-oriented collagen-fiber bundles in the periphery covering a wedge of cartilage and loose fibrous tissue with a hematoma at the center. This is the stage of healing when use of casts or external fixators can be discontinued, braces can be applied, and comfortable function can progress rapidly.
 
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+Fig. 2:Hard callus creates a rigid connection between the bone ends with a thin layer of new bone at the periphery. This bone is vascularized from the surrounding tissues and covers the cartilage and soft tissue in the center of the callus. Because of the large mechanical advantage (moment of inertia) of the thin layer of bone, the callus is rigid and strong while the radiographic image continues to have a radiolucency in the center. The fracture is mechanically healed at this stage, and all external supports and, if indicated, intramedullary nails may be removed.
 
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+Fig. 3-A:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Figs. 3-A and 3-B: Radiographs showing major initial displacement through the soft tissues and thus extensive soft-tissue damage. Fig. 3-C Stability was achieved with use of an anterior plate with eight cortices of fixation in both the proximal and the distal fragment, which was sufficient to maintain excellent alignment throughout healing.
 
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+Fig. 3-B:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Figs. 3-A and 3-B: Radiographs showing major initial displacement through the soft tissues and thus extensive soft-tissue damage.
 
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+Fig. 3-C:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Fig. 3-C Stability was achieved with use of an anterior plate with eight cortices of fixation in both the proximal and the distal fragment, which was sufficient to maintain excellent alignment throughout healing.
 
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+Fig. 4-A:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
 
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+Fig. 4-B:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
 
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+Fig. 4-C:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
 
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+Fig. 4-D:Final healing occurred with good alignment in both the frontal and the sagittal plane.
 
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+Fig. 4-E:Final healing occurred with good alignment in both the frontal and the sagittal plane.
 
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+Fig. 5-A:Figs. 5-A through 5-F A patient with a low-velocity gunshot wound in the distal part of the humerus. Figs. 5-A and 5-B The wound was cleaned, and the arm was immobilized in a cast for three weeks.
 
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+Fig. 5-B:Figs. 5-A through 5-F A patient with a low-velocity gunshot wound in the distal part of the humerus. Figs. 5-A and 5-B The wound was cleaned, and the arm was immobilized in a cast for three weeks.
 
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+Fig. 5-C:Early function in the brace improved the alignment.
 
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+Fig. 5-D:Early function in the brace improved the alignment.
 
 
 
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+Fig. 6-A:Figs. 6-A through 6-F A patient with a fracture of the middle of the humeral shaft. Figs. 6-A and 6-B Radiograph showing distraction between the fragments.
 
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+Fig. 6-B:Figs. 6-A through 6-F A patient with a fracture of the middle of the humeral shaft. Figs. 6-A and 6-B Radiograph showing distraction between the fragments.
 
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+Fig. 6-C:The patient was lost to follow-up for several months, and the fracture healed with an unacceptable degree of angulation radiographically.
 
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+Fig. 6-D:The patient was lost to follow-up for several months, and the fracture healed with an unacceptable degree of angulation radiographically.
 
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+Fig. 6-E:The functional and cosmetic results were acceptable, demonstrating the wide tolerance for imperfect alignment in the humerus.
 
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+Fig. 6-F:The functional and cosmetic results were acceptable, demonstrating the wide tolerance for imperfect alignment in the humerus.
 
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+Fig. 7:The functional brace must be adjustable to maintain soft-tissue compression (which encourages function of the extremity and provides protection to the soft tissues) and to maintain fit and suspension to the limb.

Fracture Motion

Two types of motion occur at the fracture site: elastic motion and plastic motion. Elastic motion is a displacement of the bone fragments that is completely reversed after the load is relaxed. This motion is acceptable and allows healing with satisfactory alignment. Plastic motion is a displacement of the bone fragments that is not reversed after the load is relaxed, resulting in a change in the position of the fracture fragment. This motion is not acceptable. It may lead to nonunion, and, even if union occurs, malalignment is present.
Elastic motion with rigid fixation (plate-and-screw fixation) allows motion in the order of micrometers at the fracture site under normal loading conditions1. With this degree of motion, the medullary circulation is reestablished rapidly. In areas of contact, cutting cones of bone-remodeling may cross the fracture site directly and the fracture heals with direct formation of new bone on the original bone with little or no external callus2. The strength of the healing bone reaches a peak within a few months (about eight weeks in dogs), and the strength of the bone with a plate is approximately the same as that of the intact bone during the early stage of healing, but the underlying bone does not reach its original strength and even loses strength over the next few months due to cancellization of the cortical bone beneath the plate3-5. This change from dense cortical bone to cancellous-like bone may be due to stress protection provided by the plate, to a change in the blood supply caused by the surgical procedure, or to a combination of the two. New procedures and devices have been designed to reduce the compromise to the blood supply, to minimize the stress protection, and to improve the long-term effects on the healing bone. The full strength of the bone with the plate in place is not reestablished for approximately two years6.
With the less rigid forms of fixation (intramedullary rods without locking, external fixators, casts, and braces), the elastic motion at the fracture site is at least 1 mm and can be as much as 1 cm with normal activities. When there is displacement between the fracture fragments or motion of more than a few micrometers at the fracture site, the medullary blood vessels cannot cross the fracture site until the fragments have been connected and immobilized by callus7.
With rigid fixation, the neovascularity necessary for fracture-healing comes principally from the medullary circulation8. With less rigid fixation systems, the surrounding soft tissue provides almost all of the neovascularity to the callus bridging the fracture site. With less rigid fixation, early muscle activity and the resulting localized inflammatory response are important for early bone formation. It is important to understand how these types of callus form and how they can provide adequate strength to resist plastic deformation while allowing elastic motion during normal functional activities.
With rigid fixation, the early bone forms primarily in the microscopic gaps between the bone ends, with occasional direct osteon-to-osteon new-bone formation at the contact points. This new bone is mostly shielded from the normal stress of functional activities because of the mechanical properties of the plate-and-screw fixation. This is why the strength of the bone at the fracture site for the first few months after plate removal is only about one-half of the strength of the original bone3,4. The new bone remodels and normal strength returns only after the plate is removed and normal stresses are applied. With less rigid fixation, new bone is formed on the surface of the bone adjacent to the fracture and, until this periosteal callus bridges the fracture site to immobilize the fracture, it is in a stage of instability7. Initially, a soft callus is formed.
Radiographically, the callus shows no evidence of bridging bone because the tissues bridging the fracture site are composed of hematoma, cartilage, and fibrous tissue and are not yet mineralized. A dense fibrous layer forms in the most peripheral portion of the bridging callus with well-oriented collagen fibers guided by early stresses. Beneath this layer is a wedge of cartilage (Figs. 1-A and 1-B). This construct of callus bridging the fracture fragments acts mechanically much like the intervertebral disc, allowing a strong yet compliant connection between the bone segments. The dense, well-oriented collagen-fiber layer acts like the anulus fibrosus, providing tensile resistance to bending and torsion. The centrally confined cartilage acts like the nucleus pulposus, providing a hydraulic-like compression resistance for load transfer. Although this soft callus is relatively strong, it is vulnerable to painless creep with deformation under static loading, such as that which occurs when leaning on the arm9.
Within a few weeks, the peripheral callus begins to mature. The peripheral portion of the bridging callus just beneath the soft tissues surrounding the bone begins to mineralize7 (Fig. 2). Thus, the first portion of the bridging callus to ossify is the farthest from the neutral axis. Bone in this location has a mechanical advantage compared with bone near the neutral axis because its resistance to bending and torsion is proportional to the fourth power of the diameter of the callus. This means that a callus twice as wide as another callus is sixteen times more effective at resisting bending and torsion. A wide bridging callus can make the site of the healing fracture quite strong, and yet the fracture gap may be visible on the radiograph even when the bone has regained its strength (Fig. 2). In a rat model of femoral fracture-healing, this occurred at about five weeks7. As the fracture consolidates and the callus remodels, the callus does not become stronger but the fracture line fills with bone, the peripheral callus shrinks, and the medullary canal is reconstituted.

Fracture Stability

Fracture stability is reflected by the degree of plastic motion or progressive deformity that can occur at the fracture site. It relates to the strength of fixation of the fracture. The basic parameters that determine fracture stability are coaptation, compression, neutralization, and a tension band with a buttress. Each of these factors must be addressed with each fracture-fixation method.
Accurate coaptation of the fracture fragments is important with rigid internal fixation because good bone contact is required for both strength and rigidity. With less rigid fixation, accuracy of coaptation is important only for cosmetic appearance and function. Coaptation is achieved at surgery by direct repositioning of the fragments. With functional bracing, gravity alignment and early function provide coaptation.
Compression of the fracture surfaces helps to provide stability as well as to apply strains to the healing tissues to guide their alignment. With rigid internal fixation, compression can be applied passively with the hardware at the time of surgery. With less rigid fixation and especially with functional bracing, muscle activity provides active compression at the fracture site.
Neutralization refers to the forces applied to the fracture that balance the forces displacing it. Without adequate neutralization, the fracture deforms plastically and fixation is lost. Neutralization with rigid plate-and-screw fixation requires at least eight cortices of screw fixation through the plate on each side of a fracture of the humerus. Less fixation may lead to screw pull-out and separation of the plate from the bone. Neutralization with intramedullary nails is provided by one of two mechanisms. If a length of the medullary canal that is 2.5 times the diameter of the humerus can be reamed for a tight fit of the nail in one of the fragments, and there is cortical contact at the fracture site, the neutralization for that fragment is generally adequate to resist angulation and rotation. If the fragment is short and the length of the tight fit is <2.5 times the diameter, neutralization must be achieved by additional fixation. With most systems, transcortical screws are used through the proximal or distal end of the nail. Other devices deploy some sort of intramedullary cancellous fixation mechanism such as blades, pins, and so on. If there is a gap at the fracture site, these same mechanisms are necessary to maintain length and rotational alignment.
Although the most rigid, strong, and visible components in a typical external fixator construct are the connectors joining the pins between the bone fragments, the parameters that control neutralization of the fracture are more related to the pins. The pin parameters over which the surgeon has control include diameter, material, separation, and span. Plastic and elastic bending of the pins is responsible for most of the fracture-site movement. Plastic bending resistance is proportional to the area moment of inertia of the pin’s cross section (the fourth power of the diameter). Elastic deformation of the pins contributes to pin-loosening, and pin-loosening is the most common mode of loss of neutralization associated with external fixation of humeral fractures. The elastic bending resistance of a 5.0-mm pin is 2.5 times greater than that of a 4.0-mm pin of the same material. The strength of the pin in bending is related to the third power of the diameter; thus, the ability of a 5.0-mm pin to transmit bending without plastic deformation is twice that of a 4.0-mm pin of the same material. Pin strength is also affected by pin material. The stiffness of a stainless-steel pin is almost twice that of a titanium pin of the same diameter. Pin span is the distance between the pin-bone interface and the pin-clamp interface, or the "free span" of the pin between its connections. The neutralization of any construct is inversely proportional to the square of the pin spans in the construct. The closer the pin clamps can be placed to the skin, the stronger and more rigid the fixation. Pin separation is the distance between any two pins within the same bone fragment. This distance provides the leverage by the pin cluster to resist angulation of that fragment in the plane of those pins. Thus, pins that are widely separated and are not all in the same plane improve the neutralization, or strength and rigidity of hold, for the construct on that fragment. Placing a third pin (or more) out of the plane of the first two pins substantially reduces the bending of all of the pins and thus their tendency to loosen.
Neutralization with a functional brace is accomplished primarily by soft-tissue compression. Circumferential wrapping of the soft tissue with any material that can be closely fit to the shape of the arm and can be adjusted to maintain compression of the tissue throughout the period of treatment provides the neutralization required for early functional activities. The hardness and rigidity of the material is not important mechanically7,9; only the ability of the device to be adjusted to maintain soft-tissue compression and suspension of the system is important. Thus, many soft, compliant, and comfortable materials can be used successfully. Soft cast materials or thermoplastics applied directly to the patient’s arm with custom-fit or compliant prefabricated braces are more comfortable than rigid, hard, or thick thermoplastic sheets or plaster. Comfort is important for the early introduction of functional activities.
Tension-band systems resist bending by having a buttress, or compression-resistant area, on the concave side of the bend. The distance of the buttress from the line of action of the tension band provides the leverage. This distance and the strength and rigidity of the tension band determine the strength and rigidity of the fixation.
With plate-and-screw fixation, the tension band is the plate. Thus, the tension is both rigid and strong. The buttress is the contact of the bone fragments beneath the plate, with the maximum leverage related to the diameter of the bone. Since there is a tension band on only one side of the bone, the plate should be placed on the convex (tension) side of the bone. For the humerus, this is lateral since the most common tendency is for varus angulation of the fracture9. Bending in any other plane is resisted mostly by the bending resistance of the plate only.
With intramedullary fixation, the tension band is the nail. The buttress is the fracture-surface contact on the concave side of the bend, with a lever arm of about one cortical thickness from the nail. Thus, in a noncomminuted fracture, a buttress is available on all sides to resist bending in all planes.
An external fixator acts as a tension band only when there is bone contact to provide a buttress. The fixator provides excellent leverage only in the direction of its placement. If placed laterally, it resists varus angulation; if placed anteriorly, it resists anterior bowing. In all other planes, the resistance is related to the bending resistance of the frame only.
With functional bracing, the tension bands are compliant and are provided by the soft tissues9. The buttress is provided by bone contact or callus. Both the buttress and the tension bands in the upper arm are symmetrical and provide resistance in all planes of angulation with compliant but strong resistance to bending.
The role of open treatment of fractures of the humerus remains controversial. Routine surgical management of humeral shaft fractures is probably not appropriate since the results of nonoperative treatment are generally satisfactory; acceptable alignment and healing occur in at least 90% of patients managed nonoperatively10-12.
The generally accepted indications for surgical treatment are a type-III open fracture; polytrauma with substantial chest and/or head injury; an ipsilateral fracture of both bones of the forearm (floating elbow); and extensive local associated injury involving the joint, brachial plexus, muscle, or tendon.
If open treatment is required, the choice of implants includes plates and screws, intramedullary nails (with or without reaming and with or without locking), or external fixators13. External fixation is indicated only for open fractures with extensive bone loss or when extensive comminution precludes the use of internal fixation14.

Plate Fixation

Most surgeons favor an extensile anterolateral approach for exposure of the humerus. This exposure has the advantage of allowing the radial nerve to be visualized and protected15. An alternative approach is through the posterior aspect of the arm with splitting of the triceps. Fractures of the distal aspect of the humeral diaphysis can be exposed through a posterior approach16,17.
Plate fixation requires accurate reduction of the major fracture fragments18. For comminuted fractures that cannot be reduced anatomically, bridge-plating techniques may be used18. Fractures that have large comminuted fragments or oblique spiral fractures should be reduced anatomically with lag-screw fixation, followed by plate fixation4,18,19. A broad plate with staggered holes is recommended. With the staggered holes, there is no possibility of crack propagation from the fracture site into adjacent screw-holes18. It is essential that adequate purchase of the screws be achieved on both sides of the fracture20. A minimum of six and preferably eight cortices on both sides of the fracture should be engaged by the screws (Figs. 3-A, 3-B, and 3-C). The radial nerve must be protected throughout the entire surgical procedure.
Plate fixation of open fractures of the humerus require the same general principles of treatment as those applied to open fractures elsewhere in the skeleton. These include meticulous wound débridement, fracture stabilization, appropriate soft-tissue management, and use of prophylactic antibiotics21,22. Once the wound has been appropriately debrided, routine plate fixation is done with particular attention paid to obtaining rigid fixation. Unless the wound is anterolateral, it is best not to apply the plate through the traumatic wound. Instead, after wound débridement, a formal anterolateral approach to the humerus should be used.
There are a number of arguments for primary surgical fixation of humeral fractures in a patient with polytrauma22,23. Most closed methods of treatment depend on the patient being upright, allowing the weight of the arm to contribute to fracture stabilization. In a patient in the recumbent position, it is difficult to control the fracture with closed treatment. In addition, patients with concomitant chest injury are poor candidates for the use of a sling and swath. In such circumstances, plate fixation is an option for stabilization of the fracture without interfering with the general treatment of the patient. Rigid internal fixation should be obtained so that the extremity does not require protection from movement and the patient can be mobilized early.
Concomitant fractures of the humerus and both bones of the forearm occur in a small percentage of patients, and most are associated with extensive soft-tissue injury24. Early mobilization of the elbow helps to maintain elbow function, and the forearm fractures accompanying such extensive skeletal injury usually are treated with internal fixation. Therefore, in most situations, primary internal stabilization of the humerus is indicated. Internal fixation of the humerus should be performed at the same time as internal fixation of the radius and ulna.
Fractures of the humerus associated with dislocation of the glenohumeral joint or dislocation of the elbow pose a difficult treatment problem. Early mobilization of the injured joint after reduction is important for optimal rehabilitation of the joint and a maximum useful range of motion. Mobilization usually requires the humerus to be stable. Rigid plate fixation provides stability to the humerus so that the injured joint can be properly treated.
A radial nerve palsy sustained concomitantly with a humeral fracture is not an indication for exploration of the nerve or for internal fixation of the fracture. Conversely, when a radial nerve palsy develops while the fracture is being reduced, the radial nerve should be explored. Whenever the nerve is explored and the humerus is not healed, internal fixation of the humerus is recommended. In addition, patients with associated brachial plexus injury should have internal fixation25. Stabilization of the humerus in this case permits earlier rehabilitation of the injured extremity and shortens the hospital stay.
A patient with a humeral shaft fracture and a lower limb injury who requires crutches or a walker in order to walk is usually mobilized more quickly after surgical stabilization of the upper limb injury. An axially stable fixation with supplementary fixation with a plaster cast or a brace permits some weight to be taken through the volar surface of the forearm and the medial aspect of the arm. Transverse fractures or spiral fractures with anatomic reduction and good lag-screw fixation are best suited for plate fixation and for shared weight-bearing. Internal fixation of one or both humeral fractures with a plate and screws is recommended for a patient who has sustained a bilateral humeral fracture26. Self-care is improved, and the patient can be independent.
Impending or established pathological fracture due to metastatic cancer is a well-recognized indication for surgical treatment27. The use of plate fixation in these circumstances permits active use of the limb as well as direct treatment of the metastatic lesion by curettage. Supplemental methylmethacrylate may be needed to improve the fixation of the screws to the bone. Intramedullary fixators can be used, but they do not allow removal of the metastatic deposits. Removal of the metastatic deposits is not always recommended, but it occasionally is necessary. If intramedullary fixators are used for a pathological fracture due to metastatic cancer, the fixation should be rigid.
Segmental fractures occasionally are best treated with internal fixation. The location of the segmental fractures is an important factor in the selection of the most appropriate type of fixation. Intramedullary fixation is not effective for fractures in the proximal or distal quarter of the humerus; when associated with a diaphyseal fracture, these segmental injuries are best treated by plate fixation. Fractures occurring in the proximal and distal quarters without an intervening diaphyseal fracture should be treated separately. They are exposed through separate incisions and fixed with separate plates28.
Segmental fractures confined to the middle half of the humerus are ideal for intramedullary nail fixation21,29-31. The ability to achieve a satisfactory closed reduction of both fractures is a prerequisite for the use of intramedullary fixators and, if such a reduction cannot be obtained, plate fixation is a better option32.
The final indication for internal fixation is failure of closed treatment, which includes the inability to obtain or maintain a satisfactory closed reduction, the inability of the patient to tolerate external splinting, and a delayed union or nonunion33. Closed treatment of a transverse fracture with a gap often fails because the gap increases as a result of the distraction of the fracture fragments by the weight of the arm11,12. Closed treatment also often fails in obese patients22 or in women with large breasts because the arm cannot be brought to the side without angulating the fracture. Furthermore, in obese patients the plaster irritates the skin in the axilla. Under these circumstances, early recognition of the failure of the closed treatment and subsequent surgical treatment are recommended. Plate fixation is preferred for these patients.
A full discussion of delayed union and nonunion of the humerus is beyond the scope of this article5,11,21,34,35; however, for patients in whom union has not been obtained by twelve to sixteen weeks after good closed treatment, surgical intervention should be considered. Direct exposure of the fracture site with careful protection of the radial nerve, rigid fixation, and onlay circumferential cancellous bone-grafting will result in satisfactory healing in the majority of these patients36.
The best reason to use a plate is that it allows control of the fracture. With use of a plate and screws, the rotation, length, and angulation of the humeral diaphysis are controlled. The quality of reduction is better with a plate and screws than with other methods of surgical treatment. The use of a plate allows injury to the adjacent joints to be avoided, and it minimizes morbidity, particularly that related to the shoulder. Plate fixation does require a wide surgical exposure. Exposing the fracture, obtaining the reduction, and securing the fixation require more time than that needed for intramedullary fixation. There is an increased prevalence of nerve injury and a relatively high prevalence of failure of fixation in patients in whom the quality of the bone is not ideal, particularly in those with extensive comminution or osteopenia.
Randomized, controlled trials comparing plate fixation with intramedullary fixators have produced contradictory results19,30,37-40. Both techniques, if performed properly, provide satisfactory outcomes for the majority of patients39. The question for the surgeon is which technique is the most effective in his or her hands for the management of a particular fracture pattern. Another consideration is that a nonunion after treatment with intramedullary nailing poses a more difficult problem than does nonunion after plate fixation41,42. Therefore, plate fixation often remains the primary choice for patients in whom surgical fixation is thought to be appropriate.

Intramedullary Nailing

Flexible or semirigid pins, usually several of them, can be used for intramedullary fixation. The operation can be done with the patient in the supine, lateral decubitus, or beach-chair position. A closed reduction is done and confirmed with use of image intensification. For antegrade insertion, an incision is made over the greater tuberosity of the humerus with splitting of the proximal portion of the deltoid muscle. The greater tuberosity is palpated, and a drill-hole of appropriate diameter is made at the insertion of the rotator cuff on the greater tuberosity. A flexible nail, such as an Ender nail, of appropriate length and diameter is then introduced through this drill-hole into the proximal fragment and is directed distally, under image intensification, to the fracture site43. With the fracture reduced, the nail is advanced across the fracture site into the distal fragment. A stiffer, straight, or slightly bent nail such as a Rush rod may also be used. Rush rods have a tendency to displace the distal fragment into varus alignment as the rod is inserted across the fracture site. This should be avoided. It is possible to insert two or more small-diameter rods across the fracture. Rotational stability is improved by using different insertion points in the proximal portion of the humerus and by spreading the rods in the distal fragment. These types of intramedullary fixation are usually supplemented by some form of external immobilization in order to control rotation at the fracture site.
Problems associated with this technique include limited rotational stability, inability to control shortening of the humerus, and interference with shoulder function as a result of rotator cuff impingement or subacromial impingement of proximally migrated pins. Although the lack of rotational stability may be compensated for by use of external immobilization, shortening cannot be addressed by external immobilization. With shortening, proximal pin migration may occur with a subsequent increase in shoulder problems.
Fixation by means of retrograde pin insertion has been used to avoid problems around the shoulder that occur as a result of antegrade pin insertion26,44. Small-diameter flexible pins are recommended for this technique45,46. The patient is positioned in the supine or lateral decubitus position. With the arm prepared and draped free, a midline incision is made over the posterior aspect of the distal part of the humerus. The muscle fibers of the triceps are split longitudinally, exposing the humerus just proximal to the olecranon fossa. A window approximately 1 cm wide and 3 cm long is made in the posterior cortex of the humerus, beginning just proximal to the olecranon fossa, and the nails are inserted in a retrograde fashion, crossing the fracture site and continuing into the proximal portion of the humerus. Use of an image intensifier is essential for this technique to be carried out safely and expeditiously47.
Problems with retrograde nail insertion include difficult access to the narrow medullary canal in the distal part of the humerus, irritation of the triceps by pin prominence, a decreased range of motion of the elbow, and fracture at the level of the nail insertion site48.
Intramedullary fixation with a larger device allowing proximal and distal locking has been developed. This concept is attractive because the problems of maintenance of length and control of rotation can be overcome. However, initial efforts have met with a number of problems49,50. The nails were straight, necessitating a relatively medial insertion point for antegrade nailing. This medial insertion point interfered both with the rotator cuff and with the articular surface of the humerus. The increased diameter of the nail, which was necessary to obtain locking, led to a considerably larger entry portal in the proximal portion of the humerus, contributing to the postoperative problems associated with shoulder function33. Distal locking was also a problem with early versions of these intramedullary nails. The use of an expansion bolt to deploy fins on the distal end of the nail proved to be inadequate to control rotation in many patients32; side-to-side locking is impractical by virtue of the shape of the distal part of the humerus21 (which also precludes effective intramedullary reaming into the metaphysis of the distal fragment). This necessitated anteroposterior locking with an attendant risk to the neurovascular structures in the front of the arm as well as interference with the biceps and brachialis muscles51. In later designs, the nails have had a smaller diameter with smaller locking screws and have permitted the use of multidirectional locking screws in the proximal fragment to avoid the possibility of iatrogenic injury to the axillary nerve52.
The success of intramedullary nailing of the humerus should be measured by both fracture union and functional outcome. However, reports in the literature have been contradictory, and few have directly compared intramedullary nail fixation with other forms of fracture treatment. In reports in which plate fixation has been directly compared with intramedullary fixation, the rate of complications associated with locked intramedullary nails has appeared to be higher than that associated with plate fixation19. The increase in complications after intramedullary nailing appears to be related primarily to the rates of union, which are somewhat lower than those after plate fixation, and to a substantial increase in functional symptoms, such as shoulder pain and stiffness52,53. Complications such as radial nerve palsy, infection, delayed union, and failure of fixation appear to occur at a similar rate after both types of fixation.
The indications for nailing are limited. Intramedullary nail fixation has a place in the management of pathological fractures of the humerus, particularly if there is more than one metastatic deposit within the bone38,54,55. It is also useful in the management of comminuted and segmental humeral shaft fractures that require operative treatment.
The principle behind functional bracing of humeral fractures is that, in most patients, gravity results in adequate alignment of the fractured bone and physiologically induced motion at the fracture site promotes osteogenesis56-62. Functional braces do not immobilize the fracture; they simply stiffen the upper arm through soft-tissue compression. The orthopaedic community has long recognized that stabilization of humeral diaphyseal fractures in a cast results in union in the vast majority of patients. The hanging cast and coaptation splint, which have been popular for several decades, are the methods of choice of most orthopaedists. Functional bracing often fails to restoreanatomical alignment of fracture fragments, and varus angulation after healing is common. However, the angulation is, in almost all instances, cosmetically and functionally acceptable7,58-63. The high prevalence of union57,60,63-66 and the avoidance of infection, which can occur after surgery, imply an earlier return to the activities of daily living and a lower overall cost of care.
The fact that functional bracing does not immobilize the joints adjacent to the fracture makes early restoration of motion possible. Rotatory deformities are also rarely encountered perhaps because of the corrective effect of muscular forces associated with the early introduction of function60. As is true with all methods of treatment, functional bracing is not applicable to all diaphyseal humeral fractures. The method has its appropriate indications, and the management protocol requires a clear understanding by the treating physician as well as the cooperation of the patient.
Functional bracing requires that the patient be able to stand or sit erect. In the absence of gravity acting on the injured extremity, correction of angular deformities usually is not possible. Conversely, most isolated closed diaphyseal fractures, regardless of their geometry, can be treated with functional bracing. However, transverse fractures, particularly if they are nondisplaced, are the ones most likely to develop angular deformity. In the case of comminuted or oblique fractures, the muscle contractions produce desirable positioning at the fracture site without creating permanent deformity (Figs. 4-A, 4-B, 4-C, 4-D, and 4-E).
The level of the fracture does not influence the ultimate result. Fractures at various levels heal at the same speed and with similar degrees of angulation. The fact that the brace does not fully cover every proximal or distal fragment is irrelevant. As long as the soft tissues of the extremity are compressed by the adjustable brace and the arm hangs freely at the side of the body, the desirable environment for healing is present. The presence of a radial nerve palsy in association with a closed fracture is not a contraindication to the use of functional bracing if the palsy appeared concomitantly with the injury. The probability of spontaneous recovery is very high57,59,61-63,65. Since the arm is allowed to hang at the side of the body in a normal fashion, there is no need to hold the wrist in a cock-up splint. Gravity brings the wrist into a neutral position and prevents a flexion contracture of the joint. Active use of the wrist and fingers is recommended.
Open fractures produced by low-velocity projectiles and associated with a minimal or moderate degree of soft-tissue damage are usually good candidates for functional bracing (Figs. 5-A, 5-B, 5-C, 5-D, 5-E, and 5-F). Local cleaning of the wound and antibiotic prophylaxis are recommended.
Obesity in itself is not a contraindication. Angular deformities are more severe in obese patients. However, the larger amount of adipose tissue usually camouflages the deformities effectively (Figs. 6-A, 6-B, 6-C, 6-D, 6-E, and 6-F).
Functional bracing is contraindicated in certain circumstances. Fractures with axial distraction between the fragments suggest a high degree of soft-tissue damage. These fractures are more likely to have a delayed union or nonunion. Surgical stabilization is usually the treatment of choice. Open fractures with major soft-tissue damage preclude successful management with functional bracing, particularly if there is an associated peripheral nerve injury. Other treatment modalities are more appropriate. Patients with a bilateral humeral fracture are usually better managed with surgical stabilization if the treating surgeon has the necessary expertise. Patients with polytrauma who are unable to walk are best treated by surgical stabilization. Functional bracing is likely to result in unacceptable angular deformities in such patients. Fractures associated with vascular injuries that require surgical repair usually should be internally stabilized. However, if surgical stabilization is not done at the time that the injured vessels are surgically repaired, delayed bracing can be used.
Diaphyseal humeral fractures that are managed with functional bracing are initially stabilized in a hanging cast or coaptation splint. As soon as possible after the application of the stabilizing device, pendulum exercises should be initiated in order to prevent or lessen long-lasting limitation of motion of the shoulder. Use of a collar and cuff is essential in order to provide comfort and to prevent anteroposterior deformity.
The initial cast is removed when the symptoms allow. This may be as early as a few days or as late as two weeks after application of the cast. The brace must be adjustable to ensure that the soft tissues of the arm can be compressed as swelling decreases and atrophy ensues (Fig. 7). Frequent tightening of the Velcro straps is necessary during the first two weeks. Cylindrical sleeves have a tendency to slide distally and irritate the antecubital space as the circumference of the arm decreases. The brace should begin approximately 1 in (2.5 cm) distal to the axilla and should terminate distally 1 in proximal to the humeral condyles. Supra-acromial and supracondylar humeral extensions are not necessary. Patients should be able to put the brace on and take it off easily by themselves.
With the collar and cuff in place, pendulum exercises are continued. The patient should remove the arm from the sling several times a day to passively flex and extend the elbow, emphasizing extension of the joint. Active exercises are started as soon as symptoms allow. Active abduction and elevation of the shoulder must be avoided because they may produce angular deformities. Such exercises may be conducted only after the fracture has become clinically stable. Leaning on the elbow should be avoided as it is likely to cause varus angulation, especially of transverse, nondisplaced fractures. Active contraction of the biceps and triceps assists in correcting the inferior subluxation of the shoulder that is occasionally seen in patients with a fracture of the proximal third of the humerus. Most patients fully extend their elbow one week after the application of the brace. At this time, the pendulum exercises are continued without the collar and cuff. Use of the collar and cuff may be discontinued if the patient wishes. However, use of the collar and cuff during recumbency is recommended until clinical union of the fracture has taken place. Use of the brace is permanently discontinued when union of the fracture has been confirmed on clinical and radiographic examination.
The rate of nonunion reported in the literature in recent years has ranged from 1% to 5.8%59,62-66. In one review, the rate of nonunion was 1.5% for closed fractures, with the brace removed between ten and thirteen weeks, and 5.8% for open fractures61.
All four current modalities of treatment of diaphyseal humeral fractures have a place in the armamentarium of the orthopaedist. Functional bracing renders a high rate of union and seems to be a safe method of treatment for the majority of closed fractures. Type-II and type-III open fractures seem to respond best to plate fixation or external fixation, particularly if there are associated neural or vascular pathological findings. Patients with polytrauma who are unable to walk are also best treated with plate fixation. Plate fixation is also the best method of treatment when adequate alignment cannot be obtained with nonsurgical methods. Intramedullary nailing remains controversial since its complication rate is higher than that associated with either plate fixation or functional bracing.
None of the treatments described are a panacea, and complications may occur with each one of them. An appropriate appreciation of the biological response to the three modalities; an understanding of the indications, contraindications, and possible complications of the treatments; and a mastery of the techniques of application are essential for the attainment of satisfactory clinical results.
Perren SM. Physical and biological aspects of fracture healing with special reference to internal fixation. Clin Orthop,1979;138: 175-96. 138175  1979  [PubMed]
 
Rahn BA, Gallinaro P, Baltensperger A,Perren SM. Primary bone healing. An experimental study in the rabbit. J Bone Joint Surg Am, 1971;53: 783-6. 53783  1971  [PubMed]
 
Uhthoff HK,Dubuc FL. Bone structure changes in the dog under rigid internal fixation. Clin Orthop,1971;81: 165-70. 81165  1971  [PubMed]
 
Kato S, Latta LL, Malinin T. The weakest link in the bone-plate-fracture system: changes with time. In: Harvey JP, Games RF, editors. Bone plates. American Society for Testing and Materials Special Technical Publication 1200. Philadelphia: American Society for Testing and Materials; 1994. 
 
Otsuka NY, McKee MD, Liew A, Richards RR, Waddell JP, Powell JN,Schemitsch EH. The effect of comorbidity and duration of nonunion on outcome after surgical treatment for nonunion of the humerus. J Shoulder Elbow Surg,1998;7: 127-33. 7127  1998  [PubMed]
 
Perren SM,Rahn BA. Biomechanics of fracture healing. I. Historical review and mechanical aspects of internal fixation. Orthop Survey,1978;2: 108-43. 2108  1978 
 
Sarmiento A, Latta LL,Tarr RR. The effects of function in fracture healing and stability. Instr Course Lect,1984;33: 83-106. 3383  1984  [PubMed]
 
Milner JC,Rhinelander FW. Compression fixation in primary bone healing.. Surg Forum,1968;19: 453-6. 19453  1968  [PubMed]
 
Sarmiento A, Latta LL. Functional fracture bracing: tibia, humerus, and ulna. New York: Springer; 1995. 
 
Balfour GW,Marrero CE. Fracture brace for the treatment of humerus shaft fractures caused by gunshot wounds. Orthop Clin North Am,1995;26: 55-63.. 2655  1995  [PubMed]
 
Foulk DA,Szabo RM. Diaphyseal humerus fractures: natural history and occurrence of nonunion. Orthopedics,1995;18: 333-5. 18333  1995  [PubMed]
 
Tytherleigh-Strong G, Walls N,McQueen MM. The epidemiology of humeral shaft fractures. J Bone Joint Surg Br,1998;80: 249-53.. 80249  1998  [PubMed]
 
Mulier T, Seligson D, Sioen W, van den Bergh J,Reynaert P. Operative treatment of humeral shaft fractures. Acta Orthop Belg,1997;63: 170-7. 63170  1997  [PubMed]
 
Wisniewski TF,Radziejowski MJ. Gunshot fractures of the humeral shaft treated with external fixation. J Orthop Trauma,1996;10: 273-8. 10273  1996  [PubMed]
 
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Moran MC. Modified lateral approach to the distal humerus for internal fixation. Clin Orthop,1997;340: 190-7. 340190  1997  [PubMed]
 
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Simon JA, Dennis MG, Kummer FJ,Koval KJ. Schuhli augmentation of plate and screw fixation for humeral shaft fractures: a laboratory study. J Orthop Trauma,1999;13: 196-9. 13196  1999  [PubMed]
 
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Brien WW, Gellman H, Becker V, Garland DE, Waters DL,Wiss DA. Management of fractures of the humerus in patients who have an injury of the ipsilateral brachial plexus. J Bone Joint Surg Am,1990;72: 1208-10. 721208  1990  [PubMed]
 
Lin J, Inoue N, Valdevit A, Hang YS, Hou SM,Chao EY. Biomechanical comparison of antegrade and retrograde nailing of humeral shaft fracture. Clin Orthop,1998;351: 203-13. 351203  1998  [PubMed]
 
Dabezies EJ, Banta CJ 2nd, Murphy CP,d’Ambrosia RD. Plate fixation of the humeral shaft for acute fractures, with and without radial nerve injuries. J Orthop Trauma,1992;6: 10-3. 610  1992  [PubMed]
 
Gill DR,Torchia ME. The spiral compression plate for proximal humeral shaft nonunion: a case report and description of a new technique. J Orthop Trauma,1999;13: 141-4. 13141  1999  [PubMed]
 
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Lin J. Treatment of humeral shaft fractures with humeral locked nail and comparison with plate fixation. J Trauma,1998;44: 859-64. 44859  1998  [PubMed]
 
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Anchor for JumpAnchor for Jump
+Fig. 1-A:Soft callus forms under the influence of early function and creates a compliant but strong, tough connection between the bone ends. The soft callus is made up of dense, well-oriented collagen-fiber bundles in the periphery covering a wedge of cartilage and loose fibrous tissue with a hematoma at the center. This is the stage of healing when use of casts or external fixators can be discontinued, braces can be applied, and comfortable function can progress rapidly.
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+Fig. 1-B:Soft callus forms under the influence of early function and creates a compliant but strong, tough connection between the bone ends. The soft callus is made up of dense, well-oriented collagen-fiber bundles in the periphery covering a wedge of cartilage and loose fibrous tissue with a hematoma at the center. This is the stage of healing when use of casts or external fixators can be discontinued, braces can be applied, and comfortable function can progress rapidly.
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+Fig. 2:Hard callus creates a rigid connection between the bone ends with a thin layer of new bone at the periphery. This bone is vascularized from the surrounding tissues and covers the cartilage and soft tissue in the center of the callus. Because of the large mechanical advantage (moment of inertia) of the thin layer of bone, the callus is rigid and strong while the radiographic image continues to have a radiolucency in the center. The fracture is mechanically healed at this stage, and all external supports and, if indicated, intramedullary nails may be removed.
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+Fig. 3-A:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Figs. 3-A and 3-B: Radiographs showing major initial displacement through the soft tissues and thus extensive soft-tissue damage. Fig. 3-C Stability was achieved with use of an anterior plate with eight cortices of fixation in both the proximal and the distal fragment, which was sufficient to maintain excellent alignment throughout healing.
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+Fig. 3-B:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Figs. 3-A and 3-B: Radiographs showing major initial displacement through the soft tissues and thus extensive soft-tissue damage.
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+Fig. 3-C:Figs. 3-A, 3-B, and 3-C: A distal, transverse fracture of the humerus. Fig. 3-C Stability was achieved with use of an anterior plate with eight cortices of fixation in both the proximal and the distal fragment, which was sufficient to maintain excellent alignment throughout healing.
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+Fig. 4-A:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
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+Fig. 4-B:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
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+Fig. 4-C:Figs. 4-A through 4-E A long, spiral oblique fracture of the humerus. Fig. 4-A The fracture shows varus angulation initially, before the elbow can be extended and gravity and function can align the fragments. Figs. 4-B and 4-C With early function and adequate alignment afforded by gravity while the fracture is still mobile, the angulation is corrected.
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+Fig. 4-D:Final healing occurred with good alignment in both the frontal and the sagittal plane.
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+Fig. 4-E:Final healing occurred with good alignment in both the frontal and the sagittal plane.
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+Fig. 5-A:Figs. 5-A through 5-F A patient with a low-velocity gunshot wound in the distal part of the humerus. Figs. 5-A and 5-B The wound was cleaned, and the arm was immobilized in a cast for three weeks.
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+Fig. 5-B:Figs. 5-A through 5-F A patient with a low-velocity gunshot wound in the distal part of the humerus. Figs. 5-A and 5-B The wound was cleaned, and the arm was immobilized in a cast for three weeks.
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+Fig. 5-C:Early function in the brace improved the alignment.
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+Fig. 5-D:Early function in the brace improved the alignment.
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+Fig. 5-E:Final healing was uneventful.
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+Fig. 5-F:Final healing was uneventful.
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+Fig. 6-A:Figs. 6-A through 6-F A patient with a fracture of the middle of the humeral shaft. Figs. 6-A and 6-B Radiograph showing distraction between the fragments.
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+Fig. 6-B:Figs. 6-A through 6-F A patient with a fracture of the middle of the humeral shaft. Figs. 6-A and 6-B Radiograph showing distraction between the fragments.
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+Fig. 6-C:The patient was lost to follow-up for several months, and the fracture healed with an unacceptable degree of angulation radiographically.
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+Fig. 6-D:The patient was lost to follow-up for several months, and the fracture healed with an unacceptable degree of angulation radiographically.
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+Fig. 6-E:The functional and cosmetic results were acceptable, demonstrating the wide tolerance for imperfect alignment in the humerus.
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+Fig. 6-F:The functional and cosmetic results were acceptable, demonstrating the wide tolerance for imperfect alignment in the humerus.
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+Fig. 7:The functional brace must be adjustable to maintain soft-tissue compression (which encourages function of the extremity and provides protection to the soft tissues) and to maintain fit and suspension to the limb.
Perren SM. Physical and biological aspects of fracture healing with special reference to internal fixation. Clin Orthop,1979;138: 175-96. 138175  1979  [PubMed]
 
Rahn BA, Gallinaro P, Baltensperger A,Perren SM. Primary bone healing. An experimental study in the rabbit. J Bone Joint Surg Am, 1971;53: 783-6. 53783  1971  [PubMed]
 
Uhthoff HK,Dubuc FL. Bone structure changes in the dog under rigid internal fixation. Clin Orthop,1971;81: 165-70. 81165  1971  [PubMed]
 
Kato S, Latta LL, Malinin T. The weakest link in the bone-plate-fracture system: changes with time. In: Harvey JP, Games RF, editors. Bone plates. American Society for Testing and Materials Special Technical Publication 1200. Philadelphia: American Society for Testing and Materials; 1994. 
 
Otsuka NY, McKee MD, Liew A, Richards RR, Waddell JP, Powell JN,Schemitsch EH. The effect of comorbidity and duration of nonunion on outcome after surgical treatment for nonunion of the humerus. J Shoulder Elbow Surg,1998;7: 127-33. 7127  1998  [PubMed]
 
Perren SM,Rahn BA. Biomechanics of fracture healing. I. Historical review and mechanical aspects of internal fixation. Orthop Survey,1978;2: 108-43. 2108  1978 
 
Sarmiento A, Latta LL,Tarr RR. The effects of function in fracture healing and stability. Instr Course Lect,1984;33: 83-106. 3383  1984  [PubMed]
 
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