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Research ArticleEndoscopic Minimally Invasive Surgery

Insights on High-Value Procedures From the ISASS 4-Part Webinar Series on Current and Emerging Techniques in Endoscopic Spine Surgery Based on Surgeon Experience

Kai-Uwe Lewandrowski, Zhen-Zhou Li, Xinyu Liu, Zhang Xifeng, Brian Kwon, Álvaro Dowling, Martin Knight, Paulo Sergio Terxeira de Carvalho, Choll Kim, Gregory W. Basil, Gabriel Oswaldo Alonso Cuéllar, Christian Morgenstern, John Ongulade, Yi Jiang, Kenyu Ito, João Paulo Bergamaschi, Jin-Sung L. Kim, Jorge F. Ramirez, Joachim Oertel, John C. Elfar, Abduljabbar Alhammoud, Nicholas A. Bonazza, Benedikt W. Burkhardt, Rossano Kepler Alvim Fiorelli, Sergio Luis Schmidt and Morgan P. Lorio
International Journal of Spine Surgery October 2024, 18 (S2) S66-S82; DOI: https://doi.org/10.14444/8676
Kai-Uwe Lewandrowski
1 Division Personalized Pain Research and Education, Center for Advanced Spine Care of Southern Arizona, Tucson, AZ, USA
2 Department of Orthopaedic Surgery, University of Arizona, Banner Medical Center, Tucson, AZ, USA
3 Dr. honoris causa Department of Orthopedics at Hospital Universitário Gaffree Guinle, Universidade Federal do Estado do Rio de Janeiro, Rio de Janeiro, Brazil
4 Department of Orthopedics, Hospital Universitário Gaffree Guinle Universidade Federal do Estado do Rio de Janeiro, Rio de Janeiro, Brazil
MD
Roles: Full Professor of Orthopedic Surgery (Professor Titular)
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  • ORCID record for Kai-Uwe Lewandrowski
  • For correspondence: business@tucsonspine.com
Zhen-Zhou Li
5 Department of Orthopaedics, Chinese PLA General Hospital, Beijing, China
MD
Roles: Senior Department of Orthopedics
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  • ORCID record for Zhen-Zhou Li
Xinyu Liu
6 Department of Orthopaedics, Qilu Hospital of Shandong University, Jinan City, Shandong Province, China
MD
Roles: Professor Department of Orthopaedics
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Zhang Xifeng
7 Department of Orthopedics, First Medical Center, PLA General Hospital, Beijing, China
MD
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Brian Kwon
8 Department of Orthopaedics, New England Baptist Hospital, Boston, MA, USA
MD
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  • ORCID record for Brian Kwon
Álvaro Dowling
9 Department of Orthopedic Surgery, USP, Ribeirão Preto, Brazil
10 Spine Center, Endoscopic Spine Clinic, Santiago, Chile
MD
Roles: Orthopaedic Spine Surgeon, Director of Endoscopic Spine Clinic, Santiago, Chile, Visiting Professor
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Martin Knight
11 The Spinal Foundation, Manchester University, The Weymouth Hospital, London, UK
MD
Roles: Consultant Endoscopic Spine Surgeon, Senior Lecturer Manchester University, The Medical Director
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Paulo Sergio Terxeira de Carvalho
12 Department of Neurosurgery, Gaffrée e Guinle University Hospital, Federal University of the State of Rio de Janeiro (UNIRIO), Rio de Janeiro, Brazil
MD, PHD
Roles: Spine Surgery & Pain Professor
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  • ORCID record for Paulo Sergio Terxeira de Carvalho
Choll Kim
13 Department of Orthopaedic Surgery, UCSD Medical Center East Campus, Excell Spine Center, San Diego, CA, USA
MD, PHD
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Gregory W. Basil
14 Department of Neurosurgery, University of Miami, Miller School of Medicine, Miami, FL, USA
MD
Roles: Assistant Professor of Neurosurgery, Director Endoscopic Spine Surgery
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Gabriel Oswaldo Alonso Cuéllar
15 Department of Orthopaedics, Clínica Reina Sofía – Clínica Colsanitas, Bogotá, D.C., Colombia
16 Latin American Endoscopic Spine Surgeons LESS Invasiva Academy, Bogotá, D.C., Colombia
DVM, EᴅM, MSᴄ
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Christian Morgenstern
17 Morgenstern Institute of Spine, Teknon Medical Center, Barcelona, Spain
MD
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John Ongulade
18 Department of Neurological Surgery, Washington University School of Medicine, St. Louis, MO, USA
DO
Roles: Assistant Professor of Neurological Surgery and Orthopedic Surgery
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Yi Jiang
19 Department of Orthopaedics, Beijing Haidian Hospital, Beijing, China
MD
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Kenyu Ito
20 Department of Spinal Surgery, Aichi Spine Institute, Fuso-cho Niwa-gun Aichi, Japan
MD
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João Paulo Bergamaschi
21 Orthopaedic Spine Surgery, Atualli Spine Care, São Paulo, Brazil
MD
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Jin-Sung L. Kim
22 Department of Neurosurgery, Seoul St. Mary’s Hospital, College of Medicine, The Catholic University of Korea, Seoul, South Korea
MD, PHD
Roles: Professor, Spine Center
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Jorge F. Ramirez
23 Department of Orthopaedic, Minimally Invasive Spine Center, Bogotá, D.C., Colombia
24 Department of Orthopaedics, Reina Sofía Clinic, Bogotá, D.C., Colombia
25 Department of Orthopaedics, Fundación Universitaria Sanitas, Bogotá, D.C., Colombia
MD
Roles: Orthopedic Surgeon
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Joachim Oertel
26 Neurosschirurgie, Universitätsklinikum des Saarlandes Neurosschirurgie, Homburg, Saarland, Germany
MD
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John C. Elfar
27 Department of Orthopedics and Sports Medicine, University of Arizona College of Medicine, Tucson, AZ, USA
MD
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Abduljabbar Alhammoud
28 Department of Orthopedic Surgery, University of Arizona College of Medicine, Tucson, AZ, USA
MD
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Nicholas A. Bonazza
28 Department of Orthopedic Surgery, University of Arizona College of Medicine, Tucson, AZ, USA
MD, MHA
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Benedikt W. Burkhardt
29 Wirbelsäulenzentrum/Spine Center, WSC Hirslanden Klinik Zurich, Zurich, Switzerland
MD
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Rossano Kepler Alvim Fiorelli
30 Department of Thoracic Surgery, Gaffrée e Guinle University Hospital, Federal University of the State of Rio de Janeiro (UNIRIO), Rio de Janeiro, Brazil
MD, PHD
Roles: Full Professor and Chairman
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Sergio Luis Schmidt
31 Department of Neurology, Federal University of the State of Rio de Janeiro (UNIRIO), Rio de Janeiro, Brazil
MD, PHD
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Morgan P. Lorio
32 Advanced Orthopedics, Altamonte Springs, Orlando, FL, USA
33 Orlando College of Osteopathic Medicine, Orlando, FL, USA
MD
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  • Figure 1
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    Figure 1

    Shown are exemplary plots of a polytomous Rasch partial agreement analysis to assess spine surgeons’ level of endorsement of 5 test items (patient outcomes, comfort with the procedure, instruments, patient factors, and rehabilitation) regarding a commonly performed lumbar decompression surgery. Shown is the resulting Wright plot on the left. The blue horizontal bars correspond to the responding surgeons’ latent traits written in logits (log odds) as estimates of true intervals of item difficulty and surgeon ability. The surgeons represented by horizontal bars at the top indicated a higher level of endorsement for the individual test components (positive logits) than those on the bottom (negative logits). On the right, the higher-level endorsement items are listed at the top vs the easier-to-agree-on items on the bottom. Each item may be visually inspected using its item characteristic curve (ICC) to assess the alignment between anticipated and actual values. An exemplary ICC plot is displayed in the top right graph for comfort and familiarity with the tested spine surgery. The dots graphically denote the average response of individuals in each class interval, while the solid blue curve represents the expected values predicted by the Rasch model. The corresponding person-item map (bottom right) shows the logarithmically transformed person and item positions on a unified continuum using the logit measurement unit, transitioning ordinal data to equal-interval data. This method charts both person and item positions (in logits) along the x-axis. Within Rasch modeling, these values are labeled as “locations” rather than “scores.” A surgeon’s logit location indicates their natural log odds of agreement with a series of items. Individuals with pronounced adherence to the considered attitude affirm items favorably, positioning them further to the right on the scale. The solid dots indicate the mean person location scores. The items “comfort level with the exemplary lumbar decompression procedure” and “patient-related factors” were the easiest to agree on. These items also had the smallest spread of logit locations. The most challenging item to agree on was “clinical outcomes” and “postoperative rehabilitation.” This type of Rasch analysis can expose more intense partial agreement with a test item—in this case, a commonly performed lumbar spinal decompression procedure. The person-item maps also illustrate that items were reasonably well distributed. However, some surgeons could not be measured as reliably as the majority by this set of items, indicating the test items were either too intense or not intense enough for them. The red circles highlight these areas. The analysis also showed disordered thresholds of endorsement for the 5 test items shown in this exemplary plot, suggesting that surgeons had difficulty consistently discriminating between response categories ranging from strongly disagree (1), disagree (2), agree (3), and to strongly agree (4)—a problem observed when there are too many response options (all disordered items shown in red). Examining the order and location of these test items reveals an uneven distribution of the ranked order of item difficulties or intensities along the logit continuum illustrating the true complexity of real-world surgical decision-making—data that should be integrated into traditionally developed clinical guidelines to keep the up-to-date.

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    Figure 2

    The item characteristic curves generated from prewebinar survey responses regarding percutaneous endoscopic lumbar interbody fusion (PELIF) as part of a differential item functioning (DIF) detection process to detect item bias between orthopedic and neurosurgeons using the difNLR() and difORD() functions. Specifically, when DIF is identified in an item, 2 distinct curves are generated: 1 for the reference group (orthopedic surgeons) and another for the focal group (neurosurgeons). Alongside these curves, empirical probabilities are visualized as points, which indicate the proportion of correct responses relative to the participant’s ability level and group. The size of these points reflects the number of respondents at each ability level which showed a significant difference between orthopedics (reference group) and neurosurgeons (focal group) with the statistics for prewebinar DIF detection of 0.8548 and a P value of 0.355 compared with postwebinar DIF detection of 15.485 and a P value of <0.001 suggesting significant bias in the merit assessment of PELIF between orthopedic and neurosurgeons with disorderly responses in the item’s midsection while maintaining a good discriminatory function between high and low endorsement.

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    Table 1

    Challenges in clinical guideline development in spine surgery.

    ChallengeDescription
    Evidence qualityLack of high-quality evidence with few randomized controlled trials due challenges to conduct them in surgical settings due to ethical, logistical, and financial constraints. Double blinding is impractical.
    VariabilityStandardizing recommendations is difficult due to differences in age, health status, and specific spinal pathologies.
    BiasIndividual or group biases from professional training, personal experience, or potential conflicts of interest (eg, financial ties to medical device manufacturers) may exist.
    Rapid advancementThe rapid innovation cycle may outpace the slow process of traditional guideline development, leading to outdated recommendations by the time they are published.
    Financial implicationsGuidelines can have significant economic consequences in health care systems and affect reimbursement rates. This dynamic may influence the recommendations in ways that are not purely evidence-based.
    Multidisciplinary approachDue to the multidisciplinary nature of spine care, achieving consensus in such a diverse group of professionals can be difficult.
    Stakeholder involvementIncorporating the perspectives of patients, caregivers, and other stakeholders is not always prioritized in traditional processes.
    Implementation challengesImplementation barriers due to lack of awareness, disagreement with the recommendations, or systemic barriers in health care settings may exist.
    OvergeneralizationThe diverse nature of spinal conditions may prevent the generalization of guidelines which may run counter to personalized or precision medicine approaches.
    Review and updateRegularly reviewing and timely updating guidelines is important given the rapid advancements in spine surgery.
    Development costSystematic reviews, expert panel meetings, and other resource-intensive steps are costly
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    Table 2

    Typical stages involved in traditional clinical guideline development.

    StepTaskDescription
    Establish a guideline development groupSelection of membersAssembly of multidisciplinary team of health care professionals, experts in guideline methodology.
    Defining rolesChairpersons, methodologists, and administrative support.
    Defining scope and purposeClinical questions:Use PICO (Population, Intervention, Comparison, and Outcome) framework to formulate specific questions the guideline will address.
    Target groupDefine for whom (health care professionals and patient populations) the guidelines are intended.
    GoalsEstablish the goals and objectives of the guideline.
    Literature review and evidence synthesisSystematic reviewConduct a systematic literature review.
    Evidence gradingGrade the quality of evidence using the GRADE (Grading of Recommendations Assessment, Development, and Evaluation) systems.
    Developing recommendationsEvidence to decision algorithmsTranslate evidence into recommendations considering benefits, risks, patient values, costs, and economic feasibility.
    Draft recommendationsDevelop clear and actionable recommendations based on the strength of the evidence.
    External review and public commentPeer reviewEnsure credibility and reliability of the information via feedback from peers to enhance acceptability and applicability.
    Stakeholder inputInclude feedback from patients and public to enhance acceptability and applicability.
    Finalizing the guidelineRevisionRevise based on external review.
    FormattingEnsure the guideline is clear and user-friendly.
    ApprovalSeek formal approval from the governing organization.
    Dissemination and implementationPublicationPublish the guideline in medical journals and on professional society websites.
    EducationDevelop educational and promotional materials and programs.
    Tools and resourcesCreate checklists, flowcharts, or apps to facilitate implementation.
    Evaluation and updatingMonitoringEstablish processes to monitor the adoption and impact.
    UpdatingPlan for regular updates as new evidence emerges, typically every 3–5 years.
    • View popup
    Table 3

    Survey-based partial agreement Rasch analysis in rapid clinical guideline development.

    PurposeDescription
    Expert consensusRasch analysis can quantify the collective judgment of expert surgeons in a probabilistic manner,82 turning subjective opinions into measurable data that can be used to formulate guidelines.
    Identifying practice patternsClinical practice patterns can be identified, revealing commonalities and variations in how surgeons treat spinal conditions.
    Gap analysisIt can highlight areas where there is a lack of consensus or divergent practices, indicating gaps in the evidence base that may require further research.
    Outcome correlationResponses from surgeons about their experiences with different treatment approaches can be correlated with patient outcomes, helping to identify which practices yield the best results.
    Prioritization of researchThe Rasch model can help prioritize areas where new evidence is most needed, directing research efforts more efficiently and ensuring that living guidelines focus on the most clinically relevant questions.
    Dynamic updatesBy regularly surveying spine surgeons and analyzing the data with the Rasch model, living guidelines can be updated to reflect changes in clinical practice and new evidence as they occur.
    StandardizationThis model helps standardize the interpretation of qualitative data, which are essential for integrating such information into a living document that must maintain objectivity and credibility.
    Quantitative feedbackThe Rasch model provides quantitative feedback from surveys, which can be statistically analyzed to inform evidence grading and recommendation strength in the guidelines.
    • View popup
    Table 5

    Endorsement shifts and high-value clinical applications of endoscopic spine surgery.

    Item/ProcedureOrderly Logit Thresholds Extracted From the Person-Item-Maps
    Articulating instruments Embedded Image
    Transforaminal debridement of low-grade degenerative spondylolisthesis Embedded Image
    Percutaneous interlaminar endoscopic decompression for lateral canal stenosis Embedded Image
    Transforaminal full-endoscopic interbody fusion for hard disc herniation Embedded Image
    Endoscopic standalone lumbar interbody fusion Embedded Image
    Endoscopic debridement of spondylolytic spondylolisthesis Embedded Image
    Posterior cervical foraminotomy for herniated disc and bony stenosis Embedded Image
    Posterior endoscopic single and multilevel decompression of cervical spondylotic myelopathy Embedded Image
    • View popup
    Table 4

    Pre-and postwebinar survey participation and completion rates.

    Survey TimingViewsStartSubmissionIntra Survey Completion RateCompletion Rate for Webinar Participants
    Webinar 1 (N = 1311)
     Prewebinar276544277.8%3.2%
     Postwebinar7617012875.3%9.76%
     Subtotal35222417076.55%
    Webinar 2 (N = 667)
     Prewebinar2241226150.0%9.15%
     Postwebinar130765775.0%8.54%
     Subtotal35419811862.5%
    Webinar 3 (N = 793)
     Prewebinar22915411977.3%15.01%
     Postwebinar29816912875.7%16.14%
     Subtotal52732324776.5%
    Webinar 4 (N = 868)
     Prewebinar26315011859.3%13.59%
     Postwebinar29816912875.7%14.75%
     Subtotal56131924667.5%
    Total/Mean1794106478170.76%11.27%
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International Journal of Spine Surgery
Vol. 18, Issue S2
1 Oct 2024
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Insights on High-Value Procedures From the ISASS 4-Part Webinar Series on Current and Emerging Techniques in Endoscopic Spine Surgery Based on Surgeon Experience
Kai-Uwe Lewandrowski, Zhen-Zhou Li, Xinyu Liu, Zhang Xifeng, Brian Kwon, Álvaro Dowling, Martin Knight, Paulo Sergio Terxeira de Carvalho, Choll Kim, Gregory W. Basil, Gabriel Oswaldo Alonso Cuéllar, Christian Morgenstern, John Ongulade, Yi Jiang, Kenyu Ito, João Paulo Bergamaschi, Jin-Sung L. Kim, Jorge F. Ramirez, Joachim Oertel, John C. Elfar, Abduljabbar Alhammoud, Nicholas A. Bonazza, Benedikt W. Burkhardt, Rossano Kepler Alvim Fiorelli, Sergio Luis Schmidt, Morgan P. Lorio
International Journal of Spine Surgery Oct 2024, 18 (S2) S66-S82; DOI: 10.14444/8676

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Insights on High-Value Procedures From the ISASS 4-Part Webinar Series on Current and Emerging Techniques in Endoscopic Spine Surgery Based on Surgeon Experience
Kai-Uwe Lewandrowski, Zhen-Zhou Li, Xinyu Liu, Zhang Xifeng, Brian Kwon, Álvaro Dowling, Martin Knight, Paulo Sergio Terxeira de Carvalho, Choll Kim, Gregory W. Basil, Gabriel Oswaldo Alonso Cuéllar, Christian Morgenstern, John Ongulade, Yi Jiang, Kenyu Ito, João Paulo Bergamaschi, Jin-Sung L. Kim, Jorge F. Ramirez, Joachim Oertel, John C. Elfar, Abduljabbar Alhammoud, Nicholas A. Bonazza, Benedikt W. Burkhardt, Rossano Kepler Alvim Fiorelli, Sergio Luis Schmidt, Morgan P. Lorio
International Journal of Spine Surgery Oct 2024, 18 (S2) S66-S82; DOI: 10.14444/8676
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  • Article
    • Abstract
    • Introduction
    • Clinical Trial Limitations
    • Traditional Workarounds
    • Evidence-Based Medicine and Guideline Development
    • Living Clinical Guideline
    • The Alternative Approach—Tapping Directly into Spine Surgeons’ Clinical Experience
    • Rasch Methodology to Filter Out High-Value Endoscopic Surgeries
    • Sample Size
    • Bias Detection
    • Criteria for Identification of High-Value Surgeries
    • High-Value Endoscopic Spine Surgeries
    • Discussion
    • Conclusion
    • Acknowledgments
    • Footnotes
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  • Effective Biportal Endoscopic Spine Surgery Technique With Better Facet Joint Preserving for Lumbar Lateral Recess Stenosis
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Keywords

  • endoscopic spine surgery
  • clinical guidelines development
  • Rasch analysis
  • surgeon experience
  • high-value surgical procedures
  • bias detection
  • surgical trial limitations

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