First and foremost, recognition of limits in performing ultrasound (US) imaging of the spine, associated spaces and joints is imperative before feasibilities may be fully appreciated. It is thus not surprising that some of the descriptions on approaches within parts of the spine (and pelvis) by means of sonography were published that can simply not withstand critical analysis. In addition, more than elsewhere in applying US in pain medicine, one has to be familiar with the usage of the right transducer (frequency) in the right area at individual patients and different settings. That way, all available transducers, technologies and possible frequencies play a practical role in proper spine imaging! Finally, the influence of positioning, movements and alterations of the spine (and thus age!) is tremendous and may either be challenging or make manoeuvres impossible. Accordingly, this chapter will first include a briefing on relevant anatomical peculiarities and variability of the spine from the skull to the coccyx, which is absolutely basic to understand the possibilities/limits in performing blocks and injections, respectively. Throughout the second part on relevant US images, emphasis will be laid on the differentiation between “superficial”, meaning bony contours (mainly posterolateral) or synovial joint capsules/entrances, and “deep”, which means articular cavities of the zygapophysial joints (ZJ) and sacroiliac joints (SIJ), vertebral canal, epidural space (EDS), paravertebral space, intervertebral foramina and nerve roots, sacral foramina and vertebral artery. As a rule, deep structures or spaces in the above-mentioned sense may only be reliably visualised ultrasonographically if “acoustic windows” are present (or created!) and used properly. That way and generally speaking, there is no US access to vertebral bodies or intervertebral discs and intervertebral foramina (thus nerve roots) of the thoracic spine (TS) and sacrum (S). Addressed structures are partly accessible in the lumbar spine (LS), but reliable visualisation is closely associated with BMI and/or individually highly different tissue properties that markedly influence echogenicity. So, with the important exception of the cervical part, direct visualisation of the sympathetic trunk is impossible. In the cervical spine (CS), a wider approach to the anterior aspect – including discs – is possible but partly limited by both airways and mandible. Despite the named difficulties, it will be shown that spine imaging using US, spine sonoanatomy, is as challenging as it is fascinating if one is familiar with and aware of intrinsic limitations!
1. CERVICAL SPINE
While all transverse processes (TP) of cervical vertebrae, C1–C7, possess foramina transversaria – hosting the vertebral artery (VA) and sympathetic plexuses from C6 upwards – only C3–C6 constantly show an anterior (usually the bigger) and posterior tubercle with the groove for the spinal nerve between them. Regularly, the posterior tubercles C3 through C5 are situated lower and lateral to the anterior ones. In clear contrast to the rest of the spine, the TP lie beside the vertebral bodies and are slightly directed downwards and anteriorly (Figs. 1 and 2).
As TP are crucial landmarks for orientation, it is important to add that:
- Apart from the atlas (C1) and C7, all other TP are relatively short (Fig. 1b).
- The TP of C1 project more laterally than all others (Fig. 1b).
- The TP of C2 are often rudimentary as an anterior tubercle is not clearly developed (Figs. 1a and 2a, b).
- The anterior tubercle of TP C6, usually referred to as the biggest (“carotid tubercle”, tubercle of Chassaignac), may vary considerably in size (!), even between both sides of the same individual (Fig. 1a).
- The TP of C7 has no anterior tubercle (Figs. 1a, 2a, b); all TP may vary according to size and length.
Another noteworthy and constant morphological feature true for C3–C6(7) is the marked but unnamed groove at the base of TP. Above this groove, the upper surfaces of corpses C3–C7 raise liplike to form the uncinate processes. They reach as far cranial as the lower contour of the next body; so they completely cover (and protect) the whole lateral aspect of the intervertebral disc (Figs. 1 and 2b).
Cervical ribs (Fig. 3) of various lengths and massiveness may occur if the rib anlagen of the TP remain independent, most commonly seen bilateral (more frequent on the left side if unilateral). Such an entity should be thought of if sensory disturbances occur related to the brachial plexus.
Intervertebral foramina, the largest of which is between C2 and C3, are not seen in lateral views (Fig. 2a, b).
In contrast to C7, the tips of spinous processes (SP) appear bifurcated in most individuals but very often asymmetrical, unequal in size, and not infrequently poorly developed or just indicated at C5 and C6. Moreover, SP often deviate either to the right or the left (Fig. 1b).
The cervical zygapophysial joints (CZJ), also named “facet joints”, are plain joints with their inferior articular surfaces facing forwards and downwards, in conformity with the superior ones facing backwards and upwards. In general, the narrow joint gaps are best appreciated in a lateral view! Only that between C2 and C3 differs as the two surfaces of C3 are at an angle of 142° to each other (Figs. 1b, 2a, and 4a, b). Viewed from posterior, superior, and inferior, articular processes (AP) of each vertebra (“articular pillars”) with their marked waist between them create a wavy appearance of the lateral borders of the CS from C2 to C7 (Fig. 1b).
Due to the lack of both vertebral body and SP, the atlas is unique among vertebrae. It has two arches, anterior and posterior. The latter is usually very slim, its height approximately only half the size of a regular lamina (LAM) and its “median” posterior tubercle often rudimentary or absent. As a result, the atlanto-occipital and atlanto-axial gaps (acoustic windows) are considerably wider compared to those between LAM and SP of C2–C7 (Figs. 1b and 2a). The distance from the skin to the posterior arch differs significantly, not least influenced by the individual shape of the neurocranium.
Finally, the atlanto-occipital joint (AOJ) and atlanto-axial joint (AAJ), “upperhead” and “lowerhead joints”, are also unique among CS diarthroses: the former is an ellipsoid joint and the latter part of a (functionally) rotary one with a considerable wide joint gap. Importantly, the AAJ is bordered by the C2 dorsal root ganglion (DRG; dorsomedial) and the vertebral artery (VA; lateral); consecutively the VA regularly runs inferior and medial to the AOJ (Figs. 2a and 4a, b). In case of elongation, the VA may also cross both joints dorsally!
In summary, all mentioned features of CS anatomy should remind US users that there is (a) no symmetry within one individual and (b) practically relevant interindividual variability (Sir William Osler: “… and as no to faces are the same, so no two bodies are alike …”). Special attention has to be paid to atlas and axis with their respective joints!
2. THORACIC SPINE
The second through the tenth thoracic vertebrae, T2–T10, may be viewed as “typical”. In contrast to the situation at the CS, the sturdy transverse processes (TP) lie lateral and a little posterior to the articular processes and are directed upwards (except T10) and posteriorly. They articulate with the tubercles of their respective ribs, the neck of which lies anterior (thus hidden) to the transverse processes until T4. From there to T9, the ribs’ neck progressively projects the TP (Fig. 5a), important for paravertebral blocks (narrow acoustic windows). There is little variability as far as the size and length of these TP. In contrast, TP of T11 and T12 are often rudimentary and, as occurs in the LS, show accessory and mammillary processes in various degrees and shapes. In addition, T12 often develops an indicated (rudimentary) costal process (CP) (Fig. 5b).
The spinous processes (SP) of the second through ninth thoracic vertebrae are arranged like roof tiles. This is most accentuated from T5 to T9, creating an osseous barrier (no acoustic window!). As a consequence, a transverse section through both TP of a given vertebra will show the SP of the next higher segment (Fig. 5a)! Quite similar to the situation in the CS, the SP of a (perfectly regular) TS often deviate, meaning their tips are paramedian, sometimes even by turns of each segment in certain parts (Fig. 5a, b). The orientation of the SP of T10 varies; most commonly it only slightly descends, while those of T11 and 12 extend directly dorsally, giving space (allowing better access) between them (Fig. 5b).
A typical feature of T1–T10 is the width of their lamina (LAM) which exceeds over that of their bodies (Fig. 6a). Together with the SP, both LAM of a single vertebra form a bow. Not so with T11 and T12 (due to their similarity with lumbar vertebrae; see also below), because their LAM is sturdy and narrow, essentially facing posteriorly (Fig. 5b). The thoracic zygapophysial joints (TZJ) are plain joints as those in the CS (with similar narrow cavity), but the position of the joint surfaces represents segments of a cylinder (except the one between T11 and T12): they face backwards and slightly outwards at the superior and forwards and inwards at the inferior AP. As in the CS, the inferior AP almost completely covers the superior AP of the next vertebrae (not so at T12/L1). This arrangement impedes access to most of the joint entrances in contrast to the more exposed costotransverse joints (Fig. 6b). Synovial capsules of all costotransverse articulations are surrounded by a rather strong ligamentous apparatus! There are no such joints at T11 and T12 (rudimentary transverse processes and lack of costal tubercles at ribs 11 and 12).
Due to the peculiarities of anatomy mentioned, the TS is a difficult part for US exploration, and one has to consider uppermost, lowermost, and middle parts differently.
3. LUMBAR SPINE
With the exception of the fifth lumbar vertebra, L1–L4 show similar features and are therefore representative. Their costal processes (CP) or “transverse processes” (TP) (see below) are regularly slim and long, pointing lateral in essence. The dorsal surface of CP faces strictly posterior. Apparently different to the TS, CP are situated anterior (!) to the AP. This is because they constitute the homologue of a rib (and therefore CP is the more accurate terminology). In case of non-fusion with the vertebra, a lumbar rib occurs in approximately 8% of individuals. Apart from this entity, there is a noteworthy variability concerning the length, width/height and “massiveness” of CP. This includes marked differences in different levels as well as on both sides of a single spine. Especially, a rudimentary (very short and slender) CP is of practical relevance, most frequently seen at L4 (Figs. 7 and 9b). Uninfluenced by such variability, at the root of each CP, a small but rough accessory process is present in most cases. Together with another protrusion, mammillary process, at the dorsal margin of the superior AP, they are remnants of true transverse processes, which are only seen in the TS (Figs. 5b, 7 and 8b). Very often both are distinguishable by means of sonography. One of the outstanding signs of L5 is the massiveness of its CP (Figs. 8a and 9b). Moreover, its dorsal surface looks slightly upwards.
The spinous processes are massive (L5 the least substantial in contrast to its CP), rectangular and sagittally orientated. Their upper margin is approximately in line with the lower margins of both CP; the lower margin reaches at least to the level of the intervertebral disc (in projection). The dorsal border is thickened, often revealing an extension at its caudal end (Figs. 8a, b and 9b).
Opposed to the TS, the width of the high but sturdy L1– L4 laminae (LAM) is much less than that of their bodies. Therefore, a considerable part of vertebral bodies and dorsal aspects of intervertebral discs are seen in a dorsal view. Showing a clear waist, all LAM are narrowest between superior and inferior AP, at the so-called interarticular part (Fig. 7). At the same time, this waist indicates the level and position of the lumbar dorsal root ganglia, DRG. The LAM faces posteriorly from L1 to L3 and posteriorly and slightly upwards in L4, while the extensively broad but low L5 LAM looks more upwards than posterior (Figs. 8b and 9a).
The articular facets of the lumbar zygapophysial joints (LZJ) are principally convex (at the inferior AP) and concave (at the superior AP), in essence facing laterally and medially, respectively. This is why joint gaps are best seen in a posterior view (Fig. 7). However, the position of the facets is highly variable, not infrequently asymmetrical and showing angulations. Restriction of movements is realized by a very strong ligamentous apparatus, especially by transversely orientated dorsal capsular ligaments (Fig. 10). At the lumbosacral joint (LSJ), the“ZJ” between the inferior AP of L5 and superior AP of sacrum, variability concerning facets, is even higher (asymmetry in 60%!), but joint surfaces at the inferior AP of L5 look principally anterolateral (Figs. 7, 8a, b, and 9b). The articulation is additionally protected from overloading by the strong iliolumbar ligament.
LS anatomy reveals that this part of the spine is more “open” to US examination as compared to the thoracic part, not least by augmentation of acoustic windows through motion. However, structures of interest lie deeper, and in addition, a solid knowledge of variability is crucial.
4. SACRUM
The curved sacrum is formed by the fusion of five sacral vertebrae with their respective intervertebral discs and ligaments. It explains why after fusion is completed, we no longer see lateral processes (neither TP nor CP) but what is called lateral part at the pelvic surface and lateral sacral crest at the convex dorsal surface (Figs. 11a, b), which is obviously more important for US. While the aforementioned crest, representing remnants of the transverse processes, is always clearly seen (and thus a good landmark in US images), the intermediate sacral crest is often poorly developed (representing union of articular processes). The median sacral crest is formed by the fusion of the spinous processes (SP) of S1–S4, thus the most prominent of all longitudinal ridges. Not infrequently, this fusion includes only three SP or is incomplete throughout the midline (Fig.12a, b)! Incomplete fusion is seen in 10% of adults aged 50, in which cases the sacral canal appears partly opened (comparable to the vertebral canal at the LS)! Regularly, however, both laminae of the fifth sacral segment fail to fuse in the midline to leave the sacral hiatus that leads into the sacral canal. The height and shape of the hiatus depend on the number and mode of fused SP (see above!) but are in its caudal part always laterally bordered by the sacral cornu, the most important of all palpable landmarks (Fig. 11a). Interestingly, complete synostosis of all sacral parts and elements happens as late as 25–35 years of age, in some individuals never, which explains all forms of variants so frequently encountered and thus practically important (Figs. 11a and 12b).
Concerning the above-mentioned variability, the posterior or dorsal sacral foramina differ from small to huge as well as their number (Figs. 11a, b and 12a). The latter occurs as frequent as in one-third of the population, either due to sacralization of a lumbar vertebra or a coccygeal element (both with five foramina on either side). This is seen more often in males. Sacral foramina, anterior or posterior, should not be misinterpreted as equivalents to the intervertebral foramina of the rest of the spine! In the sacrum, they lie within the sacral canal as lateral openings.
It is of utmost importance to realize that a considerable area of the dorsal surface of the sacrum, roughly corresponding to the sacral tuberosity, is overlaid by the wing of the ilium. As the tuberosity lies mainly above the auricular surface, most of the SIJ cavity is also completely and deeply hidden (Fig. 13a, b). As a consequence, only the most posterior part of the joint cavity (gap) is visible from the posterior (Fig.11b), and this is important for US approach.
Although most of the dorsal surface of the sacrum is easily accessible by US, the anatomy of the sacrum is tremendously influenced by its most variable progress of ossification (fusion) and non-ossification.
5. SONOANATOMY OF THE CERVICAL SPINE: SUPERFICIAL
While there is no chance to image atlas (C1) and axis (C2) ventrally, the posterior arch of C2 with its typical features mentioned in the anatomy part (see above) and articular pillar, lamina as well as the bifurcated (two tubercles) spinous process of C2 are easily seen and may serve as ideal landmarks. As for C2, the same is true down to C6 (Fig. 14a–c). In addition, the occipital bone is well appreciated with US with appropriate transducers, and thus atlanto-occipital and atlanto-axial windows are easily detectable (Fig. 15a, b). To give practical examples, these bony surfaces may be used as landmarks for approaching both AAJ and AOJ as well as the greater occipital nerve (GON) more centrally (Figs. 16a–c, 17a, b and 18a–c).
The above-mentioned joints lie relatively deep compared to the CZJ and are bordered by the vertebral artery (VA). CZJ can be located either laterally or posteriorly, and capsular ligaments may be detectable where stronger. Lying directly on the bone, the third occipital nerve (TON) and “medial branches” C3 and C4 are visible (Fig. 19a–c). The outlines of transverse processes from C3 to C6 including anterior and posterior tubercles are accessible from lateral and thus most valuable landmarks, e.g. for nerve root location and general orientation (Figs. 20a–c and 24a).
Anterior longitudinal scans reveal the typical shape of vertebral bodies (and anterior aspects of discs in between) covered by the anterior longitudinal ligament; in transverse views, the anterior tubercles of TP C3–C6 and the marked groove at the base of each TP are appreciated. As C7 lacks an anterior tubercle, its TP appear completely different, and the VA has no bony covering at that segment (Fig. 21a–c; C6 and Figs. 23c and 24b).
6. SONOANATOMY OF THE CERVICAL SPINE: DEEP
Demonstrating EDS, dura mater (D) and spinal cord is done from posterior and preferably paramedian, the biggest acoustic window to be found between atlas and axis and atlas and occiput. With maximum anteflexion, however, the other interlaminar gaps allow sufficient access as well (Fig. 22a). The VA runs through the foramina transversaria, its “free” part, obviously limited, easily detectable with an anterior longitudinal approach (Fig. 23a–c). Although more challenging, showing the VA in relation to the AOJ and AAJ is also feasible in most cases. Ventral rami of spinal nerves can be traced at least until their position within the respective sulcus from C3 to C7 (Fig. 24a, b: US C3 and C7). Moreover, it is often possible to reliably demonstrate their relationship with the VA in mentioned segments; the nerves lie dorsal to it and can be followed right to their exit from the intervertebral foramina (Fig. 25a, b)! At least from C3/C4 downwards, anterior aspects of the intervertebral discs can be visualised. This is not possible for their anterolateral circumference due to the bony covering by the uncinate processes as mentioned above.
7. SONOANATOMY OF THE THORACIC SPINE: SUPERFICIAL
All of the dorsal surface of the thoracic vertebrae can be appreciated with US. Especially the contours of the transverse and articular processes together with the necks of ribs are ideal landmarks to find acoustic windows for entering the paravertebral space. The ribs within the “intertransverse window” are ultrasonographically seen in longitudinal scans from level T4 or T5 downwards as they project the transverse processes (Fig. 26a–c). Likewise, entrance into the costotransverse joints is often possible, and the lateral costotransverse ligament is clearly detectable; not so with the TZJ (Fig. 27a, b). Due to their small dimensions, TP of vertebra T11 and T12 may cause difficulties in identification and/or orientation in that lowermost part of the TS (Fig. 27c).
8. SONOANATOMY OF THE THORACIC SPINE: DEEP
Throughout this part of the spine, with the exception of spaces between T11/T12 and T12/L1, visualising the vertebral canal and its content by a median scan is usually impossible. Limited visualisation may be feasible paramedian from T1 to T4 as well as from T10 to T12 (Fig. 28a–c). Nevertheless, considering the fact that there is often additional narrowing by deformities or ossification (e.g. often the yellow ligaments) makes US application challenging to often impossible. Quite the contrary, using US for paravertebral blocks is really promising (see “superficial”) because one may image the superior costotransverse ligament as well as the pleura, although we have to admit limitations in following needle tip or placing catheters (Fig. 29 a, b).
9. SONOANATOMY OF THE LUMBAR SPINE: SUPERFICIAL
All of the dorsal surface of the lumbar vertebrae can be appreciated with US. Orientation may be achieved in starting in the midline, spinous processes (SP), and walk off laterally over articular processes (AP) until costal processes (CP) are reached (Figs. 30b, c, and 31b). Proper orientation is of particular value when performing medial branch blocks for facet joint pain. The lumbar medial branches lie in tiny little osseofibrous tunnels (roofed by the mamillo-accessory ligament) between the mammillary and accessory processes of a vertebra (Fig. 30a).
This anatomical detail is relevant, as it is one of the reasons why block may fail when done too caudally, especially true when ligament is ossified. Despite the fact that the medial branches themselves are invisible, accuracy of an ultrasound-guided block comes near to fluoroscopy. Often disregarded, however, and apart from the necessity to scan in longitudinal and transverse planes for a meaningful algorithm and optimal orientation, slightly oblique scanning is sometimes helpful, not least due to individually different orientations of CP (Figs. 30a and 31b). It is also noteworthy that, although sometimes proposed, no linear array transducers should be used. This is inappropriate due to both ultrasound physics and given anatomy of the LS and one of the common mistakes made. In contrast, losing orientation in case of very slim and/or short (rudimentary) TP as normal variant is a typical pitfall.
LZJ can be located. It is crucial to understand that these articulations are (1) relatively tight diarthroses with tense ligamentous restriction and that (2) the shape as well as orientation of the articular facets is extremely variable in different people as well as on both sides of a single individual (Fig. 32a and text on LS anatomy). The practical consequence: US-guided LZJ injection should primarily be regarded as periarticular. The hypo- to anechoic gap interrupting the surface outline of articular processes (AP) represents the distance between the posteriormost, bony parts of articulating medial facet and lateral facet of two joining vertebrae. That way, it indicates the dorsal entrance point into a LZJ (Fig. 32b). Under ideal conditions, the covering ligaments (joint capsule) may be visible as hyperechoic structures (Figs. 32b and 33a). The extension of the joint space itself, both radiologic (between bones) and true anatomic (between cartilages), cannot be appreciated with US. In summary, LZJ can be reliably located with US but not imaged to the deep. Apart from that and finally, in case of pathologically altered LZJ, trying to look for a gap with US may be frustrating if simply absent (Fig. 33b).
10. SONOANATOMY OF THE LUMBAR SPINE: DEEP
To see and interpret structures within the vertebral canal, it is best to use a paramedian longitudinal plane, with spine flexed to widen the acoustic window! Thus, even an approach between laminae of L5 and sacrum is possible (Fig. 34a–c). Moreover, in the lumbar spine, calcified yellow ligaments are less frequent. However, ossification occurs and may hinder US exploration and approach. It is then advisable to look for a median acoustic window between TP, accepting that image quality may decrease significantly (Fig. 35a, b).
As windows between CP are relatively wide and laminae very slim, US exploration may reach rather deep, especially when the US probe is positioned “paravertebral” and scan is directed in antero-medial direction. That way, considerable parts of the vertebral bodies (and discs) can be seen (Fig. 36a–c). It is necessary to mention, however, that all of what is said here concerning “deep” is often not feasible in marked obesity.
11. SONOANATOMY OF THE SACRUM AND SACROILIAC JOINT: SUPERFICIAL
Excellent images of the dorsal surface of the sacrum are the rule. The dorsal sacral foramina and their ligamentous covering are beautifully seen with US and serve as ideal landmarks for orientation. The same is true for the more prominent sacral crests (Figs. 37a–40c). Clinically we need to identify all of these structures as they guide us to the deeper ones (e.g. trans-sacral block, caudal epidurals or sacroiliac joint (SIJ) injections). Apart from that, by counting these foramina, one may detect sacral elongations that mean incorporation of either lumbar or coccygeal elements. Finally anomalies are readily seen by US (e.g. bifid spine), and all forms of variations and incomplete ossifications may be detected.
12. SONOANATOMY OF THE SACRUM AND SACROILIAC JOINT: DEEP
There is often a misunderstanding or at least confusion concerning the terminology and thus meaning of “SIJ” per definition. This often leads to inappropriate comparisons/judgments of methods described in the literature, especially as far as US approaches are concerned. So for the sake of clarity, what is mainly commented on in the sequel is attributed to the synovial joint or diarthrosis between the ilium and sacrum.
Because it is hidden deep in the pelvic framework for most of its extension, the SIJ articular cavity can only be reached under US guidance when entering the joint space in its most posterior compartment (Fig. 41a, b). However, visualisation of the needle within the joint space cannot be achieved. As there is a potential danger reaching the pelvis and its content through the greater sciatic foramen, correct needle direction and simultaneous demonstration of gluteal surface of the ilium are essential! In cases of partial non-fusion of sacral elements near the midline, the sacral canal may be reached ultrasonographically quite comparable to US-guided epidural approaches elsewhere in the spine (Fig. 42a, b).