An update on regional anesthesia in shoulder surgery: a narrative review
Review Article

An update on regional anesthesia in shoulder surgery: a narrative review

Jonathan D. Harley ORCID logo, Alicia K. Harrison, Allison J. Rao

Department of Orthopaedic Surgery, University of Minnesota Medical School, Minneapolis, MN, USA

Contributions: (I) Conception and design: All authors; (II) Administrative support: None; (III) Provision of study materials or patients: None; (IV) Collection and assembly of data: JD Harley; (V) Data analysis and interpretation: None; (VI) Manuscript writing: All authors; (VII) Final approval of manuscript: All authors.

Correspondence to: Jonathan D. Harley, BA. Department of Orthopedic Surgery, University of Minnesota Medical School, 2512 S 7th St. Suite R200, Minneapolis, MN 55454, USA. Email: jdharley358@gmail.com.

Background and Objective: Perioperative pain management is of considerable interest in shoulder surgery due to its association with severe postoperative pain. Over time, regional anesthesia has become widely utilized in postoperative pain control. Because poor pain management after orthopedic surgery remains an issue, optimal utilization of regional anesthesia should continue to be a focus for shoulder surgeons. This review seeks to summarize the most commonly used regional anesthesia techniques in shoulder surgery while highlighting key innovations in these areas. Furthermore, it will appraise the available high-quality evidence on these topics, providing a snapshot of the most current practices and conclusions.

Methods: PubMed was queried for studies published within the previous 20 years on topics of regional anesthesia procedures for shoulder surgery. The most recent high-quality studies—systematic reviews, meta-analyses, and randomized controlled trials—were prioritized for selection. Additional references were identified from the reference lists of these articles.

Key Content and Findings: The interscalene brachial plexus block (ISB), the supraclavicular brachial plexus block (SCB), and the suprascapular nerve block (SSNB) are at the forefront of regional anesthesia for shoulder surgery. ISB remains the gold standard, offering the most complete anesthesia. SCB and SSNB have important roles as well, having a lower risk of complications but the additional requirement of general anesthesia (GA). Continuous catheter infusion (CCI), while effective in extending analgesia, has fallen out of favor due to its safety concerns, such as catheter migration. Adjuvant medications have become more popular in recent years and have been shown to prolong nerve blockade, with intravenous dexamethasone and dexmedetomidine gaining significant traction. Liposomal bupivacaine (LB), a newer advancement, increases nerve block duration but has shown mixed evidence in improving patient outcomes.

Conclusions: Regional anesthesia plays a major role in postoperative pain management and has changed the landscape of how patients can recover from shoulder surgery. ISB, SCB, and SSNB techniques all have their place, each offering unique advantages and disadvantages. CCI and adjuvant medications have shown benefit, while LB requires further investigation. Future research should aim to refine regional anesthesia techniques to further improve outcomes.

Keywords: Perioperative pain management; regional anesthesia; shoulder surgery


Received: 23 November 2024; Accepted: 09 April 2025; Published online: 30 June 2025.

doi: 10.21037/aoj-24-64


Introduction

Orthopedic surgery is notorious for causing severe postoperative pain, with shoulder procedures reported to be the most painful (1). As a result, poor postoperative pain management has been a longstanding issue in Orthopedics, especially in shoulder surgery (2). As the number of shoulder procedures continues to rise, pain management after surgery has become more important than ever and is a major focus of orthopedic research (3-6).

Inadequate postoperative pain control is associated with a multitude of poor outcomes, including prolonged hospitalizations, readmissions, poor patient satisfaction, increased risk of chronic pain, and increased costs of care (7-11). Poor pain control is also associated with increased postoperative opioid requirements, leading to higher risks of opioid-related adverse effects, including respiratory depression, nausea, pruritus, and ileus (12-17). These complications not only impact patient safety but also result in longer hospital stays and increased healthcare costs (18).

Perhaps even more importantly, the United States opioid crisis has a dramatic influence on the pursuit of more effective pain control strategies (19). This widespread public health issue, characterized by rapidly rising opioid use and abuse in the United States, led to significant changes in pain management approaches, aiming to reduce reliance on opioids and their associated risks (20).

Due to the high pain levels associated with orthopedic surgery (1), orthopedic surgeons make up a substantial portion of opioid prescriptions, with up to 8.8% of patients receiving their first opioid prescription for an orthopedic condition (21). With the increased knowledge about the harms of opioid prescription, much research in the 2000s and 2010s has focused on alternative analgesic strategies for treating pain, leading to growing interest in multimodal analgesia (MMA) and regional anesthesia, targeting multiple levels of the pain transmission pathway (22,23).

Efforts to improve pain control in orthopedics have displayed varying degrees of success (24-28). These include interventions such as peripheral nerve blocks, MMA, intra-articular injections or catheters, and peri-articular injections. Intra-articular catheter infusions are a glaring example of one such strategy that has fallen flat, as they quickly fell out of favor after being found to cause chondrolysis at an unacceptably high rate (29). Peripheral nerve blockade, in contrast, has shown much more favorable outcomes (28). As a result, regional anesthesia has emerged as a staple in orthopedic surgery (30,31), and has been heavily utilized, either alone or in combination with general anesthesia (GA), to manage perioperative and postoperative pain (32-36).

Regional anesthesia can be performed with a single-injection nerve block or continuous administration of local anesthetic (LA) via an indwelling catheter placed near the target nerve (37). The latter, termed continuous catheter infusion (CCI), has been well studied and has been shown to prolong analgesia compared to single injections (37-43). However, concerns about catheter migration, malpositioning, and associated complications, including severe neurological and life-threatening events (44-48) have led to a preference for single-injection nerve blocks in most situations (49,50).

Rationale and knowledge gap

Regional anesthesia for shoulder surgery has demonstrated superb efficacy, as it has been shown to reduce postoperative pain, opioid consumption, and length of stay (LOS) (28,51). Furthermore, these techniques are also useful alternatives to GA in patients at higher risk during GA, such as older patients or those with comorbidities (52,53).

Notably, opioid prescribing after shoulder surgery has seen a considerable decline over time, with mean opioid prescriptions in the U.S. falling over 50% from 2014 to 2020 for shoulder arthroplasty (SA), rotator cuff repair (RCR), and proximal humerus fixation (54). This decline, while likely multifactorial, is heavily correlated with widespread legislative changes aimed at limiting opioid prescriptions (55-58). While restrictions on opioid prescribing are imperative, improving non-opioid analgesia—particularly regional anesthesia in shoulder surgery—may facilitate these shifts in prescribing habits and mitigate postsurgical pain as opioid usage declines.

Despite significant efforts, rates of chronic opioid use after orthopedic surgery are still high (59). With regional anesthesia firmly established as a useful and effective pain management strategy for surgery, research continues to refine these strategies and improve techniques to further optimize perioperative and postoperative pain. With continued advancements, regional anesthesia is ever-evolving and changing the landscape of how patients can recover from shoulder surgery. This review will help to synthesize current techniques to address existing gaps in knowledge. In shoulder surgery, the most notable regional anesthesia techniques are interscalene brachial plexus block (ISB), supraclavicular brachial plexus block (SCB), and suprascapular nerve block (SSNB) (60-63). Several newer practices in regional anesthesia of the shoulder include the use of alternative adjuvant medications to prolong peripheral nerve blockade and the introduction of extended half-life anesthetic agents such as liposomal bupivacaine (LB) (64,65). Due to novelty, mixed evidence, or both, these techniques are not well established in clinical practice, and research has been focused on elucidating the risks and benefits of these therapies (64,66,67). Given these uncertainties, this review will help to clarify the role of these techniques in shoulder surgery.

Objective

Few published articles summarize the latest evidence available across multiple techniques for regional anesthesia of the shoulder. Additionally, because studies are published continuously, clinical practice guidelines may not reflect the most recent advancements in this area. This narrative review will summarize the most important regional anesthesia techniques utilized in shoulder surgery, covering indications, contraindications, benefits and risks, while highlighting relevant high-quality studies when appropriate. Importantly, it will also appraise key advancements in regional anesthesia, with an emphasis on presenting the most recent high-level evidence to provide a snapshot of the most current practices and conclusions. We present this article in accordance with the Narrative Review reporting checklist (available at https://aoj.amegroups.com/article/view/10.21037/aoj-24-64/rc).


Methods

A literature review was conducted on the main regional anesthesia techniques employed for patients undergoing shoulder surgery. PubMed was queried using the keywords “regional anesthesia” AND “shoulder surgery” and limited to the previous 20 years. Studies were selected if they focused on at least one of the following: technique descriptions of individual regional shoulder anesthesia procedures, indications and contraindications of each procedure, and outcomes or complications following these procedures. Whenever possible, the most recent publications and highest-level evidence available at the time of the literature search were chosen. Articles cited within these studies that contained crucial information were retrieved when necessary, including those published more than 20 years ago. The search strategy is detailed in Table 1.

Table 1

The search strategy summary

Items Specification
Date of search 10/15/2024
Database searched PubMed
Search terms used “regional anesthesia” AND “shoulder surgery”
Timeframe 2005 to 2024
Inclusion criteria Studies related to regional anesthesia for shoulder surgery that include at least one of the following: detailed technique description of a regional anesthesia procedure, indications and contraindications of a procedure, outcomes or complications following regional anesthesia for shoulder surgery
Selection process The search was conducted by a single author (J.D.H.), and results were screened by the two remaining authors (A.K.H. and A.J.R.) for relevance
Any additional considerations, if applicable Studies were retrieved from the references of included studies that were thought to be highly relevant, including studies published before 2005

ISB

Overview

ISB is the most commonly used regional anesthesia technique utilized in shoulder surgery, and is considered the gold standard due to its versatility (52). It targets the trunks of the brachial plexus between the anterior and middle scalene muscles, providing reliable blockade of the superior and middle trunks, frequently sparing the inferior trunk (61). Early techniques utilized patient-reported paresthesia to determine the endpoint for nerve blockade (68). Later, ultrasound guidance (USG) and nerve stimulation emerged as more reliable techniques for determining the endpoint (69,70). Currently, the use of USG is widely accepted as the standard of care when performing ISB (71) due to superior block quality, decreased complication rates, shorter procedure times, and lower anesthetic volumes (72,73).

Regarding the approach for the block, multiple techniques are used in clinical practice (52). The technique first described by Winnie is an anterior approach with the needle directed medially, dorsally, and slightly caudally, penetrating the interscalene groove at the level of the cricoid line (61). Later techniques described by Meier et al. and Borgeat et al. involve a needle insertion point 2 or 3 cm cranial to that described in Winnie’s approach and direct the needle toward the distal clavicle, a more lateral trajectory (74,75). This technique better facilitates catheter placement along with decreased risk of vertebral artery injury and spinal puncture (52,76,77). With the advancements of USG, either technique is acceptable in current practice (78). Various other techniques have been described by authors (75,79,80) with similar safety and efficacy but are less commonly performed due to the safety, simplicity and practicality of the Winnie and Meier techniques (81).

Indications

ISB has utility in many shoulder procedures, including arthroscopic RCR, open shoulder or proximal humerus procedures, SA, and surgery of the distal clavicle (40,43,51,52,82). While ISB is often used as an adjunct for GA to reduce perioperative pain, it is suitable as the sole method of anesthesia for more minor shoulder procedures, such as shorter arthroscopy procedures (28,83). ISB can be performed pre-, intra-, or postoperatively, and is highly useful for managing postoperative pain in outpatient arthroscopic surgery in patients without contraindications for the technique (84). A high-powered systematic review published in 2017 showed ISB to be the most effective analgesic for arthroscopic shoulder surgery in the outpatient setting, providing excellent postoperative pain control, reductions in opioid consumption, and shorter times to reach discharge criteria (84). In open or more intense shoulder procedures, ISB is typically used in conjunction with GA or administered postoperatively to enhance pain control (85,86).

Contraindications

Contraindications to ISB include ipsilateral brachial plexus neurologic deficits and general contraindications to peripheral nerve blockade (87,88). Respiratory insufficiency is a relative contraindication due to the significant risk of phrenic nerve blockade and consequent hemidiaphragmatic paralysis (HDP) (89-91). Thus, ISB is often avoided in patients with moderate to severe pulmonary disease (89,92). Patients with existing vocal cord dysfunction are also poor candidates for ISB due to the risk of blockade of the recurrent laryngeal nerve, which could lead to complete airway obstruction (93).

Advantages/disadvantages

ISBs have the considerable advantage of being suitable as the sole mode of anesthesia for shoulder surgery (82,83), making it useful for patients at high risk for GA morbidity. A randomized controlled trial (RCT) by Hadzic et al. compared patients undergoing outpatient RCR receiving fast-track GA to those receiving an ISB alone (28). The GA group received incisional infiltration of 5–10 mL and an intra-articular injection of 10–15 mL of 0.25% bupivacaine after surgery, whereas the ISB group received 35–40 mL of 0.75% ropivacaine for the nerve blocks. The ISBs resulted in less patient-reported pain and shorter time to discharge (28).

Whether used alone or with GA, decreases in postoperative pain scores for both open and arthroscopic surgery have been well demonstrated in numerous RCTs and several meta-analyses (51,82,84). In the systematic review by Hughes et al. published in 2013, the use of single injection ISB during arthroscopic shoulder surgery was associated with significant reductions in pain scores at various time points up to 24 hours after surgery in all 10 included studies (51). Analgesic effects of single-shot blocks with non-liposomal anesthetic agents appear to last somewhere between 6 and 24 hours (83,94,95). Abdallah et al. reported in a large meta-analysis of RCTs published in 2015 that pain relief after single-injection ISB with LA did not extend beyond 6 to 8 hours (82).

Pain relief from ISBs also translates to reductions in opioid requirements. The same meta-analysis showed that postoperative opioid consumption was lower in the first 12 hours following surgery, but not afterward (82). ISB may also reduce the postoperative nausea and vomiting (NV) associated with opioid use. RCTs investigating this claim have yielded variable results, however, the high-powered meta-analysis by Abdallah et al. demonstrated that the incidence of postoperative NV after ISB was significantly reduced, with an odds ratio of 0.41 (82).

ISB also accelerates discharge from the hospital. Abdallah et al. showed in their meta-analysis that ISB reduced time spent in the post-anesthesia care unit and reduced hospital LOS (82).

Complications

Neurovascular injury is the major concern with ISB (96,97). In particular, injury to the brachial plexus or nearby structures is a potential risk, theorized to be due to direct needle trauma or chemical neurotoxicity from the LA (97,98). Albaum et al. reported in a systematic review and meta-analysis published in 2022 that of all regional anesthesia techniques for shoulder surgery, ISB was associated with the greatest risk of postoperative neurologic symptoms, with an overall risk of 13% (96).

One noteworthy neurologic complication experienced with ISB is Horner syndrome, which is caused by the spread of LA to the sympathetic cervical ganglia (51,83,99). Though it typically has a relatively benign course, Horner syndrome may cause considerable distress to patients and thus is one of the main disadvantages of this technique (99). The reported incidence of Horner syndrome as a result of ISB varies considerably, with single studies reporting rates from 5% to 48% (83,100). Horner syndrome is significantly more common with ISB than with other shoulder blocks (101,102), and this risk should be clearly communicated.

Although common, most neurologic symptoms resulting from ISB are transient. Of patients who were symptomatic after ISB, only 1% had symptoms persisting beyond 90 days (96). While rare, severe permanent neurological deficits have been reported following ISB. These devastating complications typically involve spinal cord injury due to needle trauma or direct LA injection into the cervical spinal cord. Those reported include high spinal anesthesia, syringomyelia, upper or lower extremity paresis, hemiplegia, and quadriplegia (47,48,103). Vascular structures at risk during ISB include the subclavian and vertebral arteries, and if injured, may result in hematoma (61,104). Utilization of USG with regional anesthesia can reduce the incidence of neurovascular complications in ISB, as it allows for direct visualization of anatomic structures and reductions in LA volume (34,90,105).

Notably, phrenic nerve blockade is a well-known complication of ISB (106-108). Early techniques for ISB carried an incidence of phrenic nerve palsy approaching 100% (89), thought to be partially attributable to similar appearances of the phrenic nerve and the cervical ventral rami (108). With increased usage of USG in ISB, the incidence of phrenic nerve blockade has decreased (53,90,108,109). Furthermore, multiple studies have demonstrated that using lower volumes of LA is associated with decreased risk of diaphragmatic paresis (90,105). Despite these mitigation strategies, phrenic nerve palsy after ISB remains common, with more recent studies citing rates from 27% to 73% (110-112). Therefore, respiratory insufficiency remains a relative contraindication for this type of block (89,91,92). Recent research has focused on how variations in injection technique affect the incidence of phrenic paralysis. Some authors suggest LA infiltration outside the brachial plexus sheath reduces the risk of HDP while preserving analgesic benefits, a claim backed by several studies (113,114). ISB has also been associated with additional respiratory complications such as pneumothorax, pleural effusion, and vocal cord paresis, particularly with CCI (52,84,115).

Other potential complications of ISB include infection and LA systemic toxicity (52,78,84,116).


SCB

Overview

The SCB is a regional anesthesia technique for both shoulder and upper extremity procedures, providing rapid onset of motor and sensory blockade of all nerves of the brachial plexus (117,118). Several variations in technique have been described. The classic approach described by Winnie consists of needle insertion at the lowest possible point in the interscalene groove near the clavicle and advancing it caudally toward the subclavian perivascular space, where the brachial plexus trunks are stacked (119). The modified “plumb bob” technique differs from the classic approach by using a more posterior needle trajectory, perpendicular to the table, with insertion at the lateral border of the sternocleidomastoid near the clavicle. In this technique, the needle is incrementally redirected cephalad or caudad until paresthesia is adequately achieved (120,121). Due to the location of the block and required needle trajectory, the risk of pneumothorax is considered higher for SCB than other upper extremity regional anesthesia techniques (120,122). Because of these concerns, SCB is typically performed with USG (121,123). As USG became more widely available, SCB was suggested as a safer alternative to ISB, especially for patients with pulmonary disease at higher risk of morbidity from HDP, however, the assertion that SCB affords a decreased risk of pulmonary complications has been called into question (41,124).

Indications

SCB can be used for perioperative pain control for various shoulder procedures, including arthroscopy, RCR, and open shoulder surgery, similar to the indications of ISB (41). Due to the compact location of brachial plexus blockade, SCB is also suitable for anesthesia in humeral, elbow, forearm, wrist, and hand procedures (87,125-127). For procedures of the shoulder, it is primarily used as an adjunct to GA as it does not adequately provide blockade of the supraclavicular nerve (128,129). This is in contrast to ISB, which blocks the supraclavicular nerve, affording complete coverage of the shoulder (61). However, for operations including and distal to the distal 2/3 of the humerus, it can be used as the primary mode of anesthesia (125,130-132).

Contraindications

Contraindications for SCB include respiratory insufficiency, contralateral vocal cord paresis, ipsilateral neurologic deficits in the distribution of the brachial plexus, and general contraindications to peripheral nerve blockade (41,87,126,133).

Advantages

SCB is effective in reducing postoperative pain and opioid consumption following shoulder surgery. In the high-powered systematic review and meta-analysis by Hussain and colleagues, SCB was shown to be noninferior to ISB in both pain scores and morphine consumption in the 24 hours after shoulder surgery, which was true for both single-injection and continuous block techniques (134). Their review included both studies with patients receiving arthroscopic surgery and open surgery.

Although widely considered second-line to ISB, SCB appears to be an effective mode of postoperative analgesia following major shoulder surgery in light of the available evidence (134). Furthermore, SCB affords a lower risk for respiratory dysfunction and minor block-related complications than ISB, as shown by Hussain et al. in their meta-analysis (134).

Complications

Early on, one of the biggest concerns with SCB was the risk of pneumothorax, with incidence estimated to be between 0.6% to 6.1% (135). With refined techniques and increased use of ultrasound, that incidence has fallen dramatically. Franco et al. reported in a prospective sample of 1,001 expert-guided supraclavicular blocks performed with nerve stimulation that no clinical pneumothorax was observed (136). Similarly, in a large survey of 510 USG SCBs, Perlas et al. reported no occurrences of pneumothorax (135). In current practice, pneumothorax is considered an extremely rare complication of SCB when performed correctly.

Although SCB carries a lower risk of pulmonary complications compared to ISB (134), phrenic nerve paresis remains a significant risk of SCB. In a meta-analysis comparing SCB to ISB, Guo et al. found no differences in the rate of dyspnea (41). In a prospective study, Ferré et al. observed a 59.5% incidence of HDP in 42 SCBs (137). Variations in technical approach SCB may alleviate the risk of diaphragm dysfunction. In 2024, Kim et al. described a new technique, termed the proximal longitudinal oblique approach (91). Under USG, the needle is advanced in a posterolateral-to-anteromedial direction, targeting the space beneath the brachial plexus just before the suprascapular nerve branch point. This method resulted in no pneumothoraces in 38 patients without compromising analgesia (91).

Brachial plexus injury can occur after SCB by the same mechanisms as those of ISB (102,135). However, these neurologic complications are nearly always transient (96). Unlike ISB, SCB does not carry the risk of spinal cord injury (135,136). Similar to ISB, other complications of SCB include vascular injury, Horner syndrome, and hoarseness (135).


SSNB

Overview

The suprascapular nerve provides 70% of the sensory innervation to the glenohumeral joint in addition to the acromioclavicular joint (138), making the SSNB a reasonable choice for pain management following shoulder surgery (139) in addition to having uses in the treatment of acute and chronic shoulder pain (138,140,141). Multiple techniques for performing SSNB have been described, however, most blocks are performed with one of two methods: a posterior approach directed at the suprascapular notch and an anterior approach, slightly lateral to the supraclavicular brachial plexus (137,142,143). Most are performed with USG (144).

Indications

The SSNB is often used in adjunct with GA as it does not afford sufficient analgesia to be used as the sole intraoperative anesthetic agent (43,60,138). It may be used for postoperative pain management for various shoulder procedures, including arthroscopy, RCR, Bankart repair, and SA (43,144). While it can be administered alone, it is often paired with an axillary nerve block due to demonstrated superior pain relief when the two are used together (139). Importantly, SSNB is specifically indicated for patients with underlying respiratory dysfunction who cannot tolerate phrenic nerve paresis, commonly seen with ISB and SCB (144,145).

Contraindications

SSNB is generally considered safe in most patients with the exception of patients with existing neurological deficits in this distribution and contraindications to peripheral nerve blockade (88,145,146).

Advantages

Single-shot SSNB administered alone reduces postoperative pain for patients after shoulder surgery (1). In the meta-analysis of RCTs by Kay et al., SSNB significantly reduced pain scores after shoulder surgery compared to control groups (147). These benefits appear to be strengthened when the injection is combined with an axillary nerve block (ANB). Zhao et al. showed in their systematic review and meta-analysis of RCTs that SSNB and ANB provided superior pain relief than SSNB alone after arthroscopic shoulder surgery (139). When compared to ISB, SSNB has comparable analgesic benefit, however, ISB appears to be more effective in the first few hours after surgery. In their systematic review and meta-analysis of RCTs, Sun et al. reported higher pain scores in the first 6 hours postoperatively for patients receiving SSNB compared to ISB, after which pain scores were similar (144). SSNB reduces opioid consumption in the postoperative period in comparison to no block (1). Compared to ISB, opioid reduction is the same for SSNB (148,149).

A key advantage of SSNB is its significantly decreased incidence of respiratory compromise compared to other blocks, which has been affirmed by multiple high-powered MAs (139,144), making it the regional technique of choice for patients at high risk of respiratory complications.

Complications

Pneumothorax is a serious but rare complication of SSNB, the risk of which can be mitigated by proper technique (142). HDP has been reported and is correlated with the choice of anatomical approach: the anterior approach has been reported to have an HDP incidence of up to 40% (137), while the posterior approach has rates of 0–2% (137,150). Systemic LA toxicity can occur, but can be avoided with frequent aspiration and USG (142,151). Other complications include transient peripheral nerve injury, Horner syndrome, hoarseness, NV, infection, and bleeding (146,148).


CCI

The use of CCI is intended to enhance postoperative pain control provided by single-shot blocks and can be performed for all three previously described nerve block techniques (38-40). CCI has been shown to prolong the duration of anesthesia, reduce opioid consumption, and decrease pain with movement, allowing for earlier postoperative mobilization (40).

For ISBs, CCI has demonstrated superiority over single injections, as a meta-analysis by Vorobeichik et al. found improved pain control and reduced opioid consumption at 24 and 48 hours in addition to shorter hospital stays after major surgery, without increasing adverse effects compared to single-shot ISB (152). A retrospective study comparing continuous to single-shot brachial plexus blocks (both interscalene and supraclavicular) found no difference in complication rates but noted more barriers to discharge and longer hospital stays in patients with continuous blocks (153). Fewer studies have examined continuous SSNB; however, the RCT by Kim et al. showed it to be noninferior to continuous ISB (154).

Given the available evidence, continuous catheters appear to be safe and effective when utilized in analgesic regimens for shoulder surgery (39,40,152-154). Because CCI is associated with increased costs and concerns about catheter migration (155), it is typically reserved for major procedures, such as SA and RCR (52).


Newer adjuvants

Anesthetic adjuvants may be administered with various peripheral nerve blocks for the purpose of prolonging analgesia (156-159). In the context of shoulder surgery, administration of dexamethasone or dexmedetomidine either perineurally or intravenously (IV) may increase the duration of brachial plexus nerve blockade (152,159). A recent meta-analysis showed both agents to be effective in prolonging analgesia and reducing opioid consumption, with the greatest effect observed when the two were administered together via the IV route (160). Due to concerns regarding the safety of perineural adjuvant injection (161,162), the IV route is typically preferred; however, either is acceptable (156).


Introduction of LB

Overview

Regional anesthesia is often performed with long-acting LA agents, including bupivacaine and ropivacaine (120). One of the limitations of nerve blocks is their transient effect, which is influenced by the duration of action of the anesthetic agent chosen (163,164). In the interest of prolonging the benefits of nerve blockade, efforts have been made to develop longer-acting LA agents. LB, sold as Exparel® (Pacira Pharmaceuticals, Parsippany, NJ, USA), is a slow-release formulation of bupivacaine designed to extend analgesia beyond that of standard bupivacaine (165). Since its initial approval in 2011 by the U.S. Food and Drug Administration for surgical site infiltration for postoperative pain, LB has also received approval for use in ISBs (166,167). It has an extended half-life reported to have effects lasting 48–72 hours, in contrast to standard bupivacaine, which has waning effects after 8 hours (163,164,168). In shoulder surgery, it has been used extensively with both local infiltration techniques and interscalene blocks (169). However, despite its purported advantages, high-quality evidence has demonstrated minimal clinical benefits of LB over traditional anesthetics, and it cannot be considered superior to existing alternatives (66,170-175).

Outcomes

Local infiltration of LB is effective in relieving postoperative pain for patients undergoing shoulder surgery (170). In the meta-analysis of RCTs by Wang et al., LB infiltration at the surgical site yielded similar pain scores and opioid consumption compared to ISB following total SA (170). However, LB infiltration may not afford the same level of analgesia in the immediate postoperative period, as several studies have reported elevated postoperative pain scores and opioid consumption on the day of surgery (176,177). Lower cost in comparison to interscalene block has been cited as a rationale for choosing infiltration over ISB (178,179). Performing local LB infiltration in combination with a standard ISB does not appear to offer any additional benefit, as Namdari et al. reported no difference in pain scores at all time points up to 72 hours following SA (171).

ISB performed with LB agents has demonstrated mixed results when compared to ISB performed with non-LB agents. Several RCTs have reported that ISB with LB performs the same in both pain intensity and opioid consumption when compared to non-LB blocks (173-175). In contrast, several studies have reported improvements in pain with LB (180,181); however, this did not translate to reduced opioid consumption. One RCT showed a small reduction in opioid consumption in LB blocks, however this was determined not to be clinically meaningful (172). LB ISB was shown by Wall et al. to be as effective as an indwelling interscalene catheter and resulted in fewer complications (174). While LB blocks are as effective as non-LB blocks, their higher cost (64) has led some authors to question whether their use is justified (172).


MMA and importance of pain management

Regional analgesia techniques are just one component of the comprehensive approach in addressing postsurgical pain, which is MMA (182). As is true for most surgeries, it is standard practice to employ MMA for postoperative pain management after shoulder surgery (183,184), as it has been shown to reduce opioid consumption (185). MMA after shoulder surgery is recommended by the American Academy of Orthopaedic Surgeons, per the clinical practice guidelines for rotator cuff injury and osteoarthritis (186,187).

The nonopioid medications utilized in MMA for shoulder surgery include acetaminophen, non-steroidal anti-inflammatory drugs, and anticonvulsants such as gabapentin and pregabalin (183). Although the exact regimen may vary based on patient-specific needs, the implementation of procedure-specific MMA protocols for shoulder surgery has shown to reduce opioid prescribing (182).


Limitations

There are limitations to this narrative review. The search was limited to only one database and prioritized recent and relevant articles according to the authors’ discretion. This process leaves the potential for the exclusion of valuable studies. Additionally, the quality of referenced studies was not rigorously appraised, leading to some ambiguity in the reliability of conclusions. While the review included the most commonly used nerve block techniques, it does not encompass all methods of regional anesthesia for shoulder surgery.

Another limitation is the evolving nature of the discussed techniques, such as the use of LB. Current evidence is inconclusive regarding its cost-effectiveness and indications, making it difficult to draw meaningful conclusions about its practicality from this review.

Future research should focus on continued improvements in efficacy of regional analgesia, particularly in devising strategies to further reduce postoperative opioid consumption. Furthermore, studies aimed at reducing complications such as phrenic nerve paralysis would be beneficial. Further research on the best uses and cost-effectiveness of LB is essential before widespread adoption.


Conclusions

This narrative review details several key regional anesthetic techniques available for shoulder surgery, emphasizing their uses, advantages, disadvantages, and the high-quality evidence available on their outcomes. Key takeaways include the recognition of ISB as the gold standard for shoulder surgery, as it offers superior analgesia and the ability to replace GA in some cases. Both SCB and SSNB are mainstays as well and have the potential to reduce undesirable complications such as phrenic nerve paralysis and Horner syndrome; however, they may provide less complete analgesia. CCI is useful in extending block duration and is suitable for most types of blocks. However, it has fallen out of favor due to its association with severe complications. Adjuvants, typically dexamethasone or dexmedetomidine, may also extend block duration and are preferably administered IV to avoid safety concerns with perineural injection.

The introduction of LB represents a significant innovation, but its high cost and questionable advantages make its use difficult to justify. Some evidence indicates it may be useful when used in local infiltration in select patients who are not candidates for upper extremity nerve blockade. As we strive to optimize pain management, further research is warranted to determine the true value of LB in this arena.

The frequent use of regional anesthesia for shoulder procedures highlights the active role of orthopedics in addressing the opioid epidemic with efforts to reduce postsurgical pain and opioid consumption. As previously mentioned, opioid prescribing following shoulder surgery is decreasing, though it is unclear how much this is due to the adoption of regional anesthesia techniques. Nevertheless, regional anesthesia remains a cornerstone of postoperative pain management for shoulder surgery. Future research in this area should explore strategies for further reducing opioid consumption, limiting adverse effects, and elucidating the benefits of liposomal anesthetic agents.

In conclusion, this narrative review stresses the critical role of regional anesthesia in shoulder surgery with a focus on its impact on reductions in pain and opioid consumption. Shoulder surgeons should be informed about regional anesthesia techniques available to their patients and stay attuned to new developments to ensure evidence-based and patient-centered care.


Acknowledgments

None.


Footnote

Reporting Checklist: The authors have completed the Narrative Review reporting checklist. Available at https://aoj.amegroups.com/article/view/10.21037/aoj-24-64/rc

Peer Review File: Available at https://aoj.amegroups.com/article/view/10.21037/aoj-24-64/prf

Funding: None.

Conflicts of Interest: All authors have completed the ICMJE uniform disclosure form (available at https://aoj.amegroups.com/article/view/10.21037/aoj-24-64/coif). A.K.H. is a paid consultant for Arthrex, Inc. and has previously received research support from Zimmer Biomet. The other authors have no conflicts of interest to declare.

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doi: 10.21037/aoj-24-64
Cite this article as: Harley JD, Harrison AK, Rao AJ. An update on regional anesthesia in shoulder surgery: a narrative review. Ann Joint 2025;10:29.

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