Introduction
The brachial plexus is a nerve network that supplies the upper extremity. C5-T1 forms it. It exits the cervical spine, travels between the anterior and middle scalene muscles, and distally around the axillary artery. The space between the scalene muscles is called the interscalene groove. This space is palpable behind the lateral head of the sternocleidomastoid muscle and adjacent to the C6 lateral tubercle, also known as Chaissaignac's tubercle. Under ultrasound visualization, the brachial plexus can be typically seen as 2 or 3 hollow circles ("stoplight") that correspond with the superior, middle, and inferior trunks (see Image. Interscalene Nerve "Stoplight" Sign). The inferior trunk can sometimes be difficult to visualize as the muscle gets thicker. Once visualized, injection of a long-acting local anesthetic can block nerve impulses and cause upper extremity numbness and weakness. Structures immediately distal to the nerve block placement consistently block nerve impulses and cause sensory and movement loss.
A regional anesthesia specialist usually performs an interscalene block. It is commonly performed in the preoperative suite or postanesthesia care unit with the patient mildly sedated. The interscalene block covers most of the brachial plexus, sparing the ulnar (C8-T1) nerve. It is a great block for distal clavicle, shoulder, and proximal humerus procedures. Under sterile conditions, the interscalene space is identified by palpation or ultrasound visualization. A nerve stimulator can also be used as an adjunct to confirm placement. When the corresponding nerve is stimulated, the nerve stimulator causes muscle contractions in the deltoid muscle, arm, or forearm. A volume of local anesthetic is injected, typically between 15-25mL. Commonly used local anesthetics include bupivacaine and ropivacaine. Once the local anesthetic is placed, the patient can expect pain relief and limb heaviness from the local anesthetic action.
Side Effects
Side effects and complications of an interscalene block can be divided into 2 parts.
Needle and Local Anesthetic Placement
A misguided needle placement can result in pneumothorax, nerve damage, epidural or intrathecal placement, and spinal cord trauma. Ultrasound use can decrease this risk. Patients with pulmonary comorbidities can also complain of shortness of breath post-block placement due to the blockage of the phrenic nerve. The phrenic nerve traverses anterior to the brachial plexus and can be affected when the volume of local anesthetic travels more proximally. The volume of local anesthetic can also spread posteriorly and affect the cervical plexus, which results in Horner syndrome (ptosis, miosis, and anhidrosis).
Local Anesthetics
Monitoring for local anesthetic toxicity during block placement is required. Commonly used local anesthetics have a maximum dose allowed, and knowledge of these values by the provider is important. Allergic reactions to amide local anesthetic are uncommon; however, ester local anesthetics have para-aminobenzoic acid (PABA), a known allergen.[1]
Anatomy and Physiology
Register For Free And Read The Full Article
- Search engine and full access to all medical articles
- 10 free questions in your specialty
- Free CME/CE Activities
- Free daily question in your email
- Save favorite articles to your dashboard
- Emails offering discounts
Learn more about a Subscription to StatPearls Point-of-Care
Anatomy and Physiology
The brachial plexus is a nerve network comprised of the anterior rami from the lower 4 cervical spinal nerves and the first upper thoracic spinal nerve (C5, C6, C7, C8, T1). The spinal nerves of the brachial plexus then continue to form the roots, trunks, divisions, cords, and branches. As the 5 roots give rise to the 3 trunks (superior, middle, and inferior), they emerge between the anterior and middle scalene muscles. Each trunk then divides anteriorly and posteriorly behind the clavicle at the apex of the axilla, forming a total of 6 divisions. The 6 divisions combine to make 3 cords (lateral, median, and posterior), then split into 5 terminal nerve branches (musculocutaneous, axillary, radial, median, and ulnar nerves).[2]
Indications
This block is performed on patients undergoing shoulder, upper arm, or elbow surgery. It is not recommended for hand surgery as the inferior trunk may be spared.[3]
Contraindications
This block is contraindicated in patients with respiratory insufficiency due to the high likelihood of ipsilateral phrenic nerve block and diaphragmatic hemiparesis, which can lead to a 25% reduction in pulmonary function. Additionally, the recurrent laryngeal nerve may be blocked, which could cause complete airway obstruction in anyone with an existing vocal cord palsy.
Equipment
To perform the block, the healthcare professional needs the following items:
- Skin prep, for example, chlorhexidine, betadine, alcohol
- Two-inch, 22-gauge, short-beveled, insulated, stimulating needle
- A 3-mL syringe plus a 25-gauge needle with local anesthetic for skin infiltration
- One 20- to 30-mL syringe with local anesthetic
- Marking pen
- Sterile gloves
- Peripheral nerve stimulator
- Ultrasound machine
Personnel
The interscalene block requires 2 people. One person controls the ultrasound probe and needle, and another manages the nerve stimulator and the syringe with a local anesthetic.
Preparation
Patient Positioning
The patient can be supine, sitting, semi-sitting, or semi-lateral decubitus. It is most often done with the patient sitting at a 30-degree angle, and a pillow or blanket is placed beneath the patient's chest with the patient looking away from the side of the block. The key things to keep in mind when positioning the patient are:
- The patient should be able to lie comfortably and still in the same position.
- The area on the neck should be adequately exposed.
- There should be enough space between the patient and bed for the ultrasound probe and needle to fit properly if an in-plane posterolateral approach is desired.
Technique or Treatment
Performing Block With Ultrasound
With the patient properly positioned, the skin is disinfected, and the transducer is placed over the neck until the appropriate landmarks and structures are identified. There are 2 commonly accepted techniques for finding the proper image. Firstly, the transducer is placed at the level of the cricoid cartilage medial to the sternocleidomastoid muscle, and the carotid artery is identified. The transducer is then slid laterally until the brachial plexus in between the anterior and middle scalene muscles is identified. The second method is to place the transducer just above the clavicle and identify the subclavian artery with the brachial plexus (the image for a supraclavicular block). The transducer is then moved cephalad towards the patient's neck while keeping the brachial plexus nerves in view until the "stop-light" image is seen. The needle is then inserted in-plane to the transducer entering lateral to medial. If preferred, the needle can be inserted medial to lateral as well. Once the needle reaches the interscalene groove, after careful aspiration, the local anesthetic is injected. If a nerve stimulator is used, the patient should exhibit a shoulder and arm motor response.[4]
Performing Block Without Ultrasound
Before cleaning the skin, the proper landmarks are identified and marked with a marking pen. The 3 major landmarks required for the block are the clavicle, the clavicular head of the sternocleidomastoid, and the external jugular vein. Another helpful landmark is the cricoid cartilage. After identifying these landmarks, the skin is prepped, and the anterior and middle scalene muscles can be palpated with sterile gloves. This is located just posterior to the clavicular head of the sternocleidomastoid around the level of the cricoid cartilage. The external jugular vein usually crosses the interscalene groove. The skin is then anesthetized with 3-mL local anesthetic subcutaneously, and the needle is then inserted just posterior to the external jugular vein approximately 3 to 4 cm above the clavicle and advanced at an angle perpendicular to the skin plane. With the nerve stimulator connected the needle is advanced until stimulation of the brachial plexus is seen. This occurs in most patients around 1 to 2 cm in depth. The local anesthetic is then injected with intermittent aspiration to avoid intravascular injections.
Complications
Possible complications of the interscalene nerve block include:
Clinical Significance
The interscalene block allows for coverage of the lateral two-thirds of the clavicle, shoulder, and proximal humerus. When attempting a blockade of areas in the arm and forearm, it is important to remember that the inferior trunk (C8-T1) is often inadequately blocked, and additional blockade of the ulnar distribution may be required. Traditionally, it has not been reliable for surgery on the hand. The interscalene nerve block is commonly used alone or in conjunction with other forms of anesthesia for pain control during surgery or perioperative.
Enhancing Healthcare Team Outcomes
The interscalene block is frequently performed by the anesthesia nurse, anesthesiologist nurse, and the pain specialist. However, all who perform this block must know the potential complications and have resuscitative equipment in the room. A dedicated clinician must monitor the patient during the procedure. When done well, the interscalene block does allow for surgery on the arm without the need for general anesthesia.[7][8][9]
Media
(Click Image to Enlarge)
References
Mahajan A, Derian A. Local Anesthetic Toxicity. StatPearls. 2024 Jan:(): [PubMed PMID: 29763139]
Forro SD, Munjal A, Lowe JB. Anatomy, Shoulder and Upper Limb, Arm Structure and Function. StatPearls. 2024 Jan:(): [PubMed PMID: 29939618]
Pester JM, Hendrix JM, Varacallo M. Brachial Plexus Block Techniques. StatPearls. 2024 Jan:(): [PubMed PMID: 29262036]
Franco CD, Williams JM. Ultrasound-Guided Interscalene Block: Reevaluation of the "Stoplight" Sign and Clinical Implications. Regional anesthesia and pain medicine. 2016 Jul-Aug:41(4):452-9. doi: 10.1097/AAP.0000000000000407. Epub [PubMed PMID: 27203394]
Stasiowski M, Zuber M, Marciniak R, Kolny M, Chabierska E, Jałowiecki P, Pluta A, Missir A. Risk factors for the development of Horner's syndrome following interscalene brachial plexus block using ropivacaine for shoulder arthroscopy: a randomised trial. Anaesthesiology intensive therapy. 2018:50(3):215-220. doi: 10.5603/AIT.a2018.0013. Epub 2018 Jun 22 [PubMed PMID: 29931665]
Level 1 (high-level) evidenceBergmann L, Martini S, Kesselmeier M, Armbruster W, Notheisen T, Adamzik M, Eichholz R. Phrenic nerve block caused by interscalene brachial plexus block: breathing effects of different sites of injection. BMC anesthesiology. 2016 Jul 29:16(1):45. doi: 10.1186/s12871-016-0218-x. Epub 2016 Jul 29 [PubMed PMID: 27473162]
Kay J, Memon M, Hu T, Simunovic N, Duong A, Paul J, Athwal G, Ayeni OR. Suprascapular Nerve Blockade for Postoperative Pain Control After Arthroscopic Shoulder Surgery: A Systematic Review and Meta-analysis. Orthopaedic journal of sports medicine. 2018 Dec:6(12):2325967118815859. doi: 10.1177/2325967118815859. Epub 2018 Dec 28 [PubMed PMID: 30627589]
Level 1 (high-level) evidenceVorobeichik L, Brull R, Bowry R, Laffey JG, Abdallah FW. Should continuous rather than single-injection interscalene block be routinely offered for major shoulder surgery? A meta-analysis of the analgesic and side-effects profiles. British journal of anaesthesia. 2018 Apr:120(4):679-692. doi: 10.1016/j.bja.2017.11.104. Epub 2018 Feb 13 [PubMed PMID: 29576109]
Level 1 (high-level) evidenceSicard J, Klouche S, Conso C, Billot N, Auregan JC, Poulain S, Lespagnol F, Solignac N, Bauer T, Ferrand M, Hardy P. Local infiltration analgesia versus interscalene nerve block for postoperative pain control after shoulder arthroplasty: a prospective, randomized, comparative noninferiority study involving 99 patients. Journal of shoulder and elbow surgery. 2019 Feb:28(2):212-219. doi: 10.1016/j.jse.2018.09.026. Epub 2018 Dec 10 [PubMed PMID: 30545786]
Level 2 (mid-level) evidence