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When to Refer for Orthopedic Surgery: Identifying Surgical vs. Non-Surgical Cases

When to Refer for Orthopedic Surgery: Identifying Surgical vs. Non-Surgical Cases

Best Practices

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Guide for identifying surgical vs. non-surgical veterinary orthopedics, enhancing patient outcomes with timely, appropriate referrals

By 

Sustainable Vet Group

Updated on

March 4, 2025

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Early and accurate referrals are crucial for the best outcomes in veterinary orthopedic cases. Delayed or incorrect treatment can lead to chronic pain, joint instability, and reduced mobility, greatly affecting a patient's quality of life. General veterinarians need to know which conditions can be managed with non-surgical methods and which require surgery.

Some common orthopedic issues that need referral include:

  • Cranial cruciate ligament (CCL) tears
  • Hip dysplasia
  • Patellar luxation
  • Fractures
  • Severe osteoarthritis

While some cases may improve with medical treatment, physical therapy, or weight management, others need surgery to restore function and prevent further joint damage.

In this guide, you will learn how to identify surgical versus non-surgical cases, helping veterinarians decide when to refer a patient to a board-certified orthopedic specialist.

TL;DR

  • Timely referral for orthopedic surgery improves outcomes. Delays can lead to chronic pain, joint instability, and reduced mobility.
  • Know when to refer vs. manage conservatively. Surgical cases include CCL tears, hip dysplasia, severe fractures, and progressive neurological deficits, while mild conditions may respond to rehabilitation.
  • Functional assessment matters more than imaging alone. Pain scoring, gait analysis, and range of motion tests help determine surgical need beyond X-rays or CT scans.
  • Conservative management includes NSAIDs, weight control, physiotherapy, and PRP therapy. Some conditions improve with rehab, but worsening signs indicate the need for surgery.
  • Financial transparency helps owners make informed decisions. Comparing surgical vs. non-surgical costs, explaining long-term benefits, and offering financing options can ease financial concerns.

Recognizing Signs of Orthopedic Issues

The most common early signs include lameness, stiffness, pain when touched, and reluctance to jump or move. These symptoms may develop gradually or appear suddenly, depending on the underlying condition.

Acute vs. Chronic Signs

Acute orthopedic conditions, such as fractures or ligament tears, often show up with sudden, severe lameness, swelling, and pain. These cases usually need immediate intervention, often surgical.

On the other hand, chronic conditions like hip dysplasia or degenerative joint disease develop over time, with occasional stiffness, reduced activity, and increasing discomfort.

Knowing whether a condition is acute or chronic helps decide if conservative management or surgical correction is needed.

Breed-Specific Predispositions

Certain breeds are more prone to orthopedic issues. For example:

When to Refer for Orthopedic Surgery

Large breeds like German Shepherds frequently develop hip and elbow dysplasia, which requires early assessment for intervention.

Behavioral Changes Indicating Pain

Dogs and cats often show subtle signs of discomfort before lameness becomes obvious. Restlessness, excessive licking of joints, difficulty rising, or a stiff, altered gait can indicate underlying orthopedic pain. Some animals may become withdrawn or irritable, avoiding play and interaction.

Recognizing these signs early allows veterinarians to start appropriate diagnostics and decide whether the case can be managed conservatively or needs surgical intervention.

Assessing Pain and Function: Objective vs. Subjective Measures

As a veterinarian, you need to use both objective tools and subjective clinical observations to assess pain levels, mobility, and joint function.

Pain Scoring Tools

Objective pain assessment scales help standardize evaluations and track a patient’s response to treatment over time. Two widely used tools include:

These tools enhance consistency in pain assessment, aiding in treatment decisions.

Functional Assessment

Assessing lameness, weight distribution, and joint mobility helps determine whether a case requires surgery or can be managed without it:

  • Weight-bearing vs. Non-weight-bearing Lameness: Non-weight-bearing lameness usually indicates severe joint instability, fractures, or ligament tears, which often need surgical correction.
  • Range of Motion (ROM) Evaluation: Limited ROM, crepitus, or pain during manipulation suggests joint degeneration or soft tissue injury.
  • Observation on Different Surfaces: Walking on slick floors, stairs, or uneven ground can reveal subtle mobility issues that might not be noticeable on smooth clinic floors.

Pain Tolerance Variability

Pain perception differs based on breed, size, and individual factors. For instance, Labradors and Rottweilers might endure significant pain before showing signs, while toy breeds often show discomfort sooner. Larger breeds can also compensate for lameness longer due to their muscle structure, delaying detection.

By combining pain scoring with functional assessment, veterinarians can decide when to manage conservatively or refer for surgery.

Diagnostic Tools and Techniques: Functional vs. Structural Severity

While imaging provides critical structural information, functional assessments are equally important in evaluating clinical severity.

Choosing the Right Imaging Modality

  • Radiographs (Standard & Stress Views) are the first-line imaging modality for diagnosing fractures, joint abnormalities, and degenerative conditions. They provide a quick and cost-effective assessment of bone structure. Stress radiographs are particularly useful for detecting ligamentous instability, such as cranial cruciate ligament (CCL) ruptures or medial shoulder instability, by revealing abnormal joint movement under applied force.
  • CT Scans (Computed Tomography) offer detailed 3D imaging, making them essential for evaluating complex fractures, elbow dysplasia, and bony malformations. They are particularly valuable for surgical planning, especially in cases involving pelvic fractures and angular limb deformities, where precise anatomical reconstruction is necessary.
  • MRI (Magnetic Resonance Imaging) is the preferred modality for diagnosing soft tissue injuries, spinal conditions such as intervertebral disc disease (IVDD), and subtle ligament or meniscal damage. It is especially useful when radiographs appear normal, but clinical signs persist, indicating potential soft tissue pathology that requires deeper evaluation.
  • Arthroscopy is a minimally invasive technique that allows direct visualization of joint structures, aiding in the diagnosis of cartilage defects, meniscal tears, and synovial disorders. Beyond diagnostics, it also serves as a therapeutic tool, enabling surgeons to perform precise interventions with minimal tissue disruption.

Why Imaging Alone Isn’t Enough

Radiographic findings don't always match the clinical severity. A hip dysplasia case that looks mild on an X-ray might cause severe lameness, while some dogs with significant osteophytes on radiographs may still function well. That's why a functional assessment, including lameness grading, gait analysis, and pain evaluation, is essential for a complete diagnosis.

Lab Tests for Chronic Conditions

In chronic orthopedic cases, laboratory diagnostics help differentiate degenerative diseases from immune-mediated or infectious conditions, providing a more complete clinical picture:

  • C-reactive protein (CRP): Elevated levels indicate active inflammation, commonly seen in immune-mediated arthritis and chronic joint disease.
  • Synovial fluid analysis: Helps assess infection, immune-mediated polyarthritis, or degenerative joint disease, guiding treatment decisions.

Combining imaging, functional assessment, and laboratory diagnostics allows veterinarians to make precise decisions on whether a case requires medical management or surgical referral.

Criteria for Surgical Intervention

While imaging findings help guide decisions, the patient's clinical function and quality of life often determine how urgently surgery is needed. Surgery is recommended when pain, joint instability, or progressive deterioration significantly impact mobility and well-being.

Full-Thickness Ligament Tears Require Stability, Not Just Pain Management

Cranial cruciate ligament (CCL) ruptures cause severe joint instability, leading to secondary osteoarthritis. Surgical stabilization, such as tibial plateau leveling osteotomy (TPLO) or tibial tuberosity advancement (TTA), is recommended for long-term function.

Similarly, Achilles tendon ruptures often require surgical repair to restore weight-bearing ability and prevent permanent dysfunction.

Joint Instability and Severe Dysplasia Progress Over Time

Young Dogs with hip dysplasia might manage well with conservative treatment in the early stages, but those with severe joint looseness benefit from juvenile pubic symphysiodesis (JPS) or triple pelvic osteotomy (TPO).

For older dogs with arthritis, total hip replacement (THR) or femoral head ostectomy (FHO) might be the best options to restore mobility.

Patellar luxation (Grades III-IV) is similar—mild cases can be managed conservatively, but if lameness persists, surgical realignment helps prevent cartilage damage and long-term joint deterioration.

Neurological Decline Requires Urgent Decision-Making

Spinal conditions like intervertebral disc disease (IVDD) can rapidly progress from mild pain to complete paralysis.

In cases with progressive weakness, loss of deep pain sensation, or significant ataxia, surgery such as hemilaminectomy or ventral slot decompression should be performed as soon as possible to maximize recovery potential. Delaying intervention in severe IVDD cases significantly reduces the chance of regaining function.

Unstable Fractures Cannot Be Left to Heal Alone

Fractures vary in severity, but displaced long bone fractures require surgical fixation to ensure proper healing and prevent malalignment. Pelvic fractures, especially those involving the acetabulum or sacroiliac joint, often require stabilization to preserve weight-bearing function.

While some stable fractures in small breeds may heal with external coaptation, improper healing in weight-bearing bones can lead to chronic pain, limb shortening, or permanent lameness.

Functional Limitations vs. Anatomical Findings

Orthopedic conditions do not always present in predictable ways. A dog with severe hip dysplasia on radiographs may show little clinical discomfort, while another with mild radiographic changes may struggle to walk.

Decision-making should focus on functional limitations, pain assessment, and future prognosis rather than relying solely on imaging findings. If lameness significantly impacts the dog’s quality of life despite medical management, surgery should be strongly considered, even if radiographic changes seem minor.

Surgery is Sometimes Needed Even Without Severe Symptoms

Some orthopedic conditions require surgical intervention even before significant lameness is evident.

Hip luxation, for example, may not seem painful in the early stages, but chronic instability leads to joint degeneration and arthritis, making procedures like toggle pin fixation, FHO, or THR necessary.

Similarly, in elbow dysplasia with a fragmented coronoid process, early arthroscopic removal of loose fragments can slow the progression of arthritis, preserving function before severe pain develops.

Veterinarians must assess pain levels, joint stability, and long-term prognosis rather than relying solely on imaging.

Red Flags for Immediate Surgical Referral

Certain orthopedic emergencies need urgent surgery to prevent permanent damage, chronic pain, or disability. Delaying treatment in these situations can greatly worsen the outcome, so immediate referral to a specialist is crucial.

Open Fractures Need Immediate Stabilization

When a fracture exposes the bone, the risk of infection and bone inflammation rises sharply. Quick wound care, intravenous antibiotics, and surgical stabilization are vital to avoid complications. Untreated open fractures can lead to severe tissue damage, failure to heal, and long-term limb problems.

Severe Joint Luxations Must Be Addressed Quickly

Traumatic dislocations of the hip, elbow, or ankle need urgent realignment to prevent cartilage damage, ligament stretching, and joint wear. If untreated, ongoing instability can cause painful arthritis, requiring procedures like femoral head ostectomy (FHO) or total hip replacement (THR). Early surgical stabilization is crucial for maintaining joint function over time.

Non-Weight-Bearing Lameness with Acute Pain Signals Serious Injury

Sudden inability to bear weight, especially with severe swelling or deformity, indicates a fracture, ligament tear, or tendon detachment. These issues often need surgical repair to restore joint stability and function. Delaying treatment increases the risk of joint misalignment, arthritis, and other complications.

Neurological Signs Indicating Spinal Cord Compression Require Immediate Attention

Conditions like intervertebral disc extrusion (IVDD), vertebral fractures, or spinal instability can lead to ataxia, weakness, or loss of deep pain sensation. Early decompression surgery (such as hemilaminectomy or ventral slot) greatly increases the chances of neurological recovery. Delaying treatment in severe cases can result in permanent paralysis, bladder problems, and loss of mobility.

Why Delaying Surgery Can Worsen Outcomes

Putting off surgery in these situations can lead to more tissue damage, increased pain, and lower success rates. Joint instability speeds up cartilage wear, fractures may heal improperly, and spinal cord compression can cause lasting neurological issues. Prompt referral ensures the best possible recovery, helping patients heal faster with fewer long-term problems.

Early vs. Late Referral: How Timing Affects Outcomes

The timing of a surgical referral in orthopedic cases can significantly impact long-term prognosis. Early intervention often preserves joint function, prevents chronic pain and mobility loss, and improves surgical outcomes. Delays, on the other hand, can lead to irreversible damage, limited treatment options, and prolonged recovery times.

Conditions Where Early Referral is Key

Hip Dysplasia in Young Dogs

  • Procedures like juvenile pubic symphysiodesis (JPS) or triple pelvic osteotomy (TPO) are most effective before skeletal maturity when joint remodeling potential is highest.
  • Delayed intervention increases the risk of severe osteoarthritis, limiting surgical options to salvage procedures like total hip replacement (THR) or femoral head ostectomy (FHO).

Chronic Elbow Dysplasia

  • Fragmented coronoid process (FCP) and medial compartment disease lead to progressive cartilage damage and osteoarthritis if untreated.
  • Early arthroscopic removal of loose fragments helps reduce joint erosion and preserves function, avoiding long-term joint deterioration.

Partial Cranial Cruciate Ligament (CCL) Tears

  • Many partial tears progress to full ruptures, resulting in joint instability, chronic pain, and meniscal damage.
  • Early stabilization via TPLO or TTA prevents secondary degenerative joint disease and improves mobility.

Long-Term Consequences of Delayed Referral

  • Progression of osteoarthritis, which lowers the success rate of surgeries.
  • Muscle wasting, resulting in longer recovery times and decreased function after surgery.
  • Permanent loss of mobility, particularly in severe hip dysplasia or chronic ligament instability.
  • Need for more invasive surgeries as conditions worsen and fewer conservative options are available.

How to Counsel Pet Owners on Early Intervention

  • Use visual aids like X-rays, gait analysis videos, and case studies to demonstrate the effects of early versus late intervention.
  • Explain cost-effectiveness, highlighting that early surgery might be costly initially but can prevent ongoing medical expenses and more expensive procedures later.
  • Discuss quality of life, helping owners see that delaying treatment can lead to chronic pain, limited activity, and long-term joint damage.
  • Set realistic expectations, ensuring owners understand the benefits of early referral and the potential risks of delaying treatment.

By identifying surgical candidates early and educating owners on the benefits of timely intervention, veterinarians can improve patient outcomes, enhance mobility, and reduce long-term complications.

Non-Surgical Treatment Options

Not all orthopedic cases require surgical intervention.

Conservative management can be effective in certain conditions, particularly when the patient has mild to moderate symptoms and retains adequate function. However, careful case selection and close monitoring are essential to ensure that non-surgical management remains appropriate.

When to Attempt Conservative Management

  1. Partial Ligament Tears: Early-stage cranial cruciate ligament (CCL) tears in small dogs and cats can sometimes be managed without surgery using strict rest, NSAIDs, and controlled rehabilitation. However, there is still a risk of the tear becoming complete.
  2. Mild Osteoarthritis: Dogs with early joint degeneration might benefit from medical treatment, lifestyle changes, and physiotherapy before considering surgical options like total joint replacement.
  3. Stable Fractures in Small Breeds: Minimally displaced fractures, especially in toy breeds, can sometimes heal with external support like splints or casts if strict rest is maintained.

Therapies Available for Conservative Management

  1. Medical Management

    • NSAIDs (Carprofen, Meloxicam) are used to control pain and inflammation.
    • Joint supplements like glucosamine, chondroitin, and omega-3 fatty acids help support cartilage health.
    • Platelet-Rich Plasma (PRP) Therapy aids in regenerative joint healing for early arthritis cases.
  2. Weight Management

    • Obesity worsens orthopedic conditions by increasing joint stress and speeding up degeneration. Controlled weight loss greatly improves mobility and reduces pain.
  3. Physiotherapy and Rehabilitation

    • Hydrotherapy (underwater treadmill, swimming) helps build muscle strength with minimal impact on joints.
    • Passive Range of Motion (PROM) exercises help maintain flexibility.
    • Laser therapy and therapeutic ultrasound are used to reduce inflammation and promote healing.

Rehabilitation-First Approach: Cases Where Surgery Can Be Delayed

In certain orthopedic cases, targeted rehabilitation can delay or even prevent the need for surgery by strengthening supporting structures and improving joint stability. However, proper patient selection, structured rehab protocols, and regular reassessment are key to ensuring long-term success.

Conditions Where Targeted Rehab Helps

  1. Grade I-II Patellar Luxation: Mild luxations with minimal discomfort can be managed with strengthening exercises, especially for the quadriceps and hip stabilizers. Weight control and joint supplements also help maintain joint health.
  2. Mild Hip Dysplasia in Young Dogs: Controlled exercise, physiotherapy, and non-steroidal anti-inflammatory drugs (NSAIDs) can help young dogs with mild hip dysplasia stay mobile without needing immediate surgery. Hydrotherapy and core strengthening reduce stress on the hip joint and improve function.
  3. Partial Ligament Injuries with Strong Compensation: Early-stage cranial cruciate ligament (CCL) injuries in small, well-muscled dogs may benefit from brace support, muscle conditioning, and controlled activity. Additionally, PRP therapy (Platelet-Rich Plasma) and regenerative medicine can aid tissue healing in select cases.

When to Reassess & Escalate to Surgery

  • If the patient continues to limp despite structured rehabilitation.
  • When joint instability worsens, causing more pain or secondary issues like osteoarthritis.
  • If imaging reveals worsening cartilage damage, meniscal injury, or subluxation.

Success Rates of Rehabilitation vs. Surgery

  • Mild Patellar Luxation: About 60-70% of Grade I-II cases can be managed long-term with rehabilitation alone.
  • Hip Dysplasia: Physiotherapy can delay surgery for years, but dogs with severe hip pain will eventually need total hip replacement (THR) or femoral head ostectomy (FHO).
  • Partial CCL Tears: Small-breed dogs (under 10 kg) may stay functional with rehab, but larger dogs often experience worsening ligament issues, requiring TPLO or TTA surgery.

A rehabilitation-first approach can offer pain relief and functional improvement, but veterinarians should be proactive in identifying cases where surgery is ultimately necessary.

Referral Process to Specialists

A smooth referral process improves patient outcomes, ensures continuity of care, and enhances owner confidence in the treatment plan.

When to Refer & Choosing the Right Specialist

Veterinarians should refer cases when:

  • The surgical procedure is beyond their expertise or requires specialized equipment (e.g., TPLO, total hip replacement).
  • The case is not responding to conservative management, and surgical correction is the best option.
  • The patient has a complex fracture, joint instability, or progressive neurological deficits requiring advanced intervention.

What to Include in the Referral Letter

A well-documented referral ensures a smooth transition of care. The letter should include:

  • Patient history (age, breed, medical conditions).
  • Clinical findings (lameness grading, pain scores, joint instability).
  • Diagnostic imaging results (X-rays, CT scans, MRI).
  • Previous treatments & responses (NSAIDs, rehab, injections).
  • Specific referral request (e.g., TPLO for complete CCL rupture)

Client Communication: Preparing Owners for Referral

Pet Owners should understand:

  • Why referral is necessary and what outcomes to expect.
  • The cost implications of specialist surgery.
  • The timeline for diagnostics, surgery, and recovery.
  • Post-operative care responsibilities (activity restriction, rehab, follow-ups).

Financial Considerations in Referral: How to Guide Clients

Discussing the financial aspects of orthopedic referrals is essential for ensuring that pet owners understand their options and can make informed decisions. While specialized surgical procedures can be costly, they often prevent long-term expenses related to chronic pain management and reduced mobility.

Estimating Costs: Surgical vs. Non-Surgical Treatments

Veterinarians should provide both surgical and non-surgical cost estimates to help owners understand the financial impact of each option.

Surgical costs include

  • TPLO for CCL rupture, which ranges from $3,000 to $6,000 and covers surgery, hospitalization, and post-op care.
  • Total hip replacement (THR) costs between $5,000 and $7,000 and offers long-term function restoration.
  • Fracture repair with plates or pins costs $2,500 to $5,000, depending on the case's complexity.

Non-surgical costs add up over time.

  • NSAIDs and pain management typically cost $500 to $1,500 annually.
  • Joint supplements and rehabilitation therapy range from $1,000 to $3,000 per year, depending on how often treatments are needed.
  • Frequent veterinary visits and disease progression can increase long-term costs, often surpassing the cost of surgery.

Explaining Cost vs. Long-Term Benefits

Owners often hesitate at the upfront cost of surgery, not realizing that delaying treatment can lead to higher overall expenses and a lower quality of life.

TPLO surgery prevents chronic joint instability that would otherwise cause severe osteoarthritis, requiring lifelong NSAIDs, physical therapy, and possibly more surgeries. With surgery, most dogs regain full function within months and need minimal long-term medication.

Early surgical intervention in hip dysplasia, like Juvenile Pubic Symphysiodesis (JPS) or Triple Pelvic Osteotomy (TPO), helps maintain hip function. If surgery is delayed, joint degeneration worsens, leading to expensive procedures like femoral head ostectomy (FHO), total hip replacement (THR), or lifelong pain management.

Helping Clients Make Informed Decisions Without Financial Strain

  • Transparent Cost Estimates: Provide written estimates for both surgical and non-surgical expenses to help owners plan financially.
  • Pet Insurance & Financing Options: Advise owners on pet insurance policies, CareCredit, or in-house payment plans to make treatment more affordable.
  • Prioritizing Treatment: If full surgical correction isn't immediately possible, discuss temporary pain management options while planning for future surgery.

By presenting surgery as an investment in long-term mobility and quality of life, veterinarians can assist clients in making the best decisions for their pets while realistically addressing financial concerns.

Conclusion

Timely and accurate referrals for orthopedic surgery in veterinary cases are crucial for achieving the best outcomes for patients. By identifying which cases require surgery and which can be managed without it, veterinarians can provide the most suitable care, whether through conservative management or surgical intervention.

Early detection of orthopedic problems, thorough pain and function assessments, and the use of diagnostic tools are vital for making informed decisions.

Furthermore, understanding the financial aspects and clearly communicating treatment options to pet owners can improve the overall care process. Ultimately, a proactive approach to managing orthopedic conditions can greatly enhance the quality of life for veterinary patients.

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