# US 10,441,327 B2 · Instrument and method for in situ rod adjustment

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- Number: US 10,441,327 B2
- Document ID: US10441327B2
- Status: Granted
- Kind: B2
- Application number: 15/626,452
- Filed: 2017-06-19
- Published: 2017-10-05
- Granted: 2019-10-15
- Earliest claimed: 2012-11-06
- Assignees: Alphatec Spine, Inc.
- Applicants: Alphatec Spine, Inc.
- Inventors: Nathan Meyer; Martin Bouliane; Wally Gillespie; Anand Parikh; Jens Peter Timm
- Web page: https://patentgrep.com/patent/US10441327B2

## CPC

- A61B 17/7083: {Tools for guidance or insertion of tethers, rod-to-anchor connectors, rod-to-rod connectors, or longitudinal elements}
- A61B 17/7032: {Screws or hooks with U-shaped head or back through which longitudinal rods pass}
- A61B 17/7037: {wherein pivoting is blocked when the rod is clamped}
- A61B: DIAGNOSIS; SURGERY; IDENTIFICATION (usefulness limited to only animals A61D)

## Abstract

The instruments and methods of the present disclosure include an outer shaft, an inner shaft, a roller, and an actuator. In some examples, the outer shaft includes a lumen extending from a proximal end to a distal end. The inner shaft is disposed within the lumen. The roller rotatably is coupled with the distal end at an axis and configured to engage the fixation rod. The actuator operably couples with the inner shaft to translate the inner shaft within the lumen and cause rotation of the roller to impart linear movement on the fixation rod.

## Claims

### Claim 1

A method for advancing an in situ fixation rod relative to an implanted screw assembly, comprising:
inserting an instrument comprising:
an outer shaft including a lumen extending from a proximal end to a distal end of the outer shaft;
an inner shaft within the lumen;
a roller rotatably coupled with the distal end at an axis and configured to engage the fixation rod; and
an actuator operably coupled with the inner shaft to translate the inner shaft within the lumen and cause rotation of the roller to impart linear movement on the fixation rod;
positioning the actuator to impart linear movement on the inner shaft to engage the roller with the fixation rod in a drive position;
positioning the actuator to impart linear movement on the inner shaft to rotate the roller while engaged with the fixation rod; and
positioning the actuator to impart linear movement on the inner shaft that disengages the roller from the fixation rod.

### Claim 2 (depends on 1)

The method of claim 1, further comprising positioning the actuator to impart linear movement on the inner shaft that increases friction between the roller and the fixation rod.

### Claim 3 (depends on 1)

The method of claim 1, wherein the actuator comprises a handle fixedly coupled with the proximal end of the outer shaft and a lever pivotally coupled with the handle and linked to the inner shaft by a lever connector.

### Claim 4 (depends on 1)

The method of claim 1, wherein the roller comprises a pair of rollers.

### Claim 5 (depends on 1)

The method of claim 1, wherein the roller includes a friction-enhancing surface.

### Claim 6 (depends on 1)

The method of claim 1, wherein the roller includes a serrated surface.

### Claim 7 (depends on 1)

The method of claim 1, further comprising a spring that returns the actuator to a rest position in which the inner shaft is drawn proximally.

### Claim 8 (depends on 1)

The method of claim 1, wherein the distal end comprises an elongated slot and a curved slot with the roller rotatably coupled at the distal end through the curved slot.

### Claim 9 (depends on 8)

The method of claim 8, further comprising translating the roller distally and proximally from the fixation rod by moving the axis distally and proximally within the curved slot.

### Claim 10 (depends on 1)

The method of claim 1, wherein the instrument further comprises a connecting rod linking a distal end of the inner shaft with an off-axis point on the roller and a pin coupling a proximal end of the connecting rod to an elongated slot.

### Claim 11 (depends on 10)

The method of claim 10, further comprising translating the inner shaft within the lumen, wherein translation of the inner shaft causes rotation of the roller that imparts linear movement on the fixation rod.

### Claim 12

A method for advancing a fixation rod relative to an implanted screw assembly, comprising:
inserting an instrument comprising:
an outer shaft including a lumen extending from a proximal end to a distal end of the outer shaft;
an inner shaft within the lumen;
a roller rotatably coupled with the distal end at an axis and configured to engage the fixation rod; and
an actuator operably coupled with the inner shaft to translate the inner shaft within the lumen and cause rotation of the roller to impart linear movement on the fixation rod;
positioning the actuator to impart linear movement on the inner shaft to engage the roller with the fixation rod in a drive position; and
positioning the actuator to impart linear movement on the inner shaft to rotate the roller while engaged with the fixation rod;
wherein the actuator is advanced to the drive position in which the inner shaft advances distally causing increased friction between the roller and the fixation rod.

### Claim 13 (depends on 12)

The method of claim 12, further comprising positioning the actuator to impart linear movement on the inner shaft that disengages the roller from the fixation rod.

### Claim 14 (depends on 12)

The method of claim 12, wherein the roller comprises a pair of rollers.

### Claim 15 (depends on 12)

The method of claim 12, further comprising a spring that returns the actuator to a rest position in which the inner shaft is drawn proximally.

### Claim 16

A method for advancing a fixation rod relative to an implanted screw assembly, comprising:
inserting an instrument comprising:
an outer shaft including a lumen extending from a proximal end to a distal end of the outer shaft;
an inner shaft within the lumen;
a roller rotatably coupled with the distal end at an axis and configured to engage the fixation rod; and
an actuator operably coupled with the inner shaft to translate the inner shaft within the lumen and cause rotation of the roller to impart linear movement on the fixation rod;
positioning the actuator to impart linear movement on the inner shaft to engage the roller with the fixation rod in a drive position; and
positioning the actuator to impart linear movement on the inner shaft to rotate the roller while engaged with the fixation rod;
wherein the actuator advances the inner shaft distally causing the roller to rotate and impart a force to translate the fixation rod.

### Claim 17 (depends on 16)

The method of claim 16, further comprising positioning the actuator to impart linear movement on the inner shaft that disengages the roller from the fixation rod.

### Claim 18 (depends on 16)

The method of claim 16, wherein the roller comprises a pair of rollers.

### Claim 19 (depends on 16)

The method of claim 16, further comprising a spring that returns the actuator to a rest position in which the inner shaft is drawn proximally.
