Patient Safety

2026 North American Spine Society Patient Safety Position Statement on Education, Training, and Competency for Spine Interventions

Overview

The rapid expansion of minimally invasive, endoscopic, percutaneous, and implant-based spine interventions has outpaced standardized training requirements. This statement provides recommendations based on current training pathways, contemporary practice, and expert consensus, with patient safety as the guiding principle. These recommendations are not intended to define or restrict scope of practice; credentialing decisions remain the responsibility of institutions and governing bodies.

Formal surgical spine training currently occurs through orthopaedic surgery residency with spine fellowship or neurological surgery residency with or without spine fellowship. These pathways include substantial supervised operative experience and ACGME residency case minimums. Anesthesiology, physical medicine and rehabilitation, radiology, and pain medicine pathways provide procedural training but do not include operative spine training, and nationally recognized training pathways for these specialties do not have minimum required case volumes across the spectrum of advanced spine interventions. Minimum case numbers, where established, are only one component of competency and should be considered alongside appropriate education, supervised experience, and demonstrated competency. Training and credentialing should reflect procedural complexity, anatomy at risk, biomechanical alteration, and potential complications.

A surgical intervention treats structural spinal anatomy and meaningfully alters biomechanics or directly visualizes and decompresses the spinal cord and/or nerve roots. Based on current training pathways, spinal fusion or permanent stabilization, direct spinal cord and/or nerve root decompression, lateral sacroiliac fusion, vertebral augmentation with structural vertebral implants beyond cement or bone graft, and spinal cord stimulation paddle lead placement should be performed by physicians with formal surgical spine training.

Other non-structural interventions, including basivertebral nerve ablation, percutaneous neuromodulation, cement or bone-graft vertebral augmentation, and endoscopic branch neurectomy, should require structured procedure-specific education, supervised experience, appropriate minimum case numbers, and competency assessment. Educational courses should complement rather than replace structured clinical experience. This statement encourages prospective registries for emerging technologies to evaluate outcomes, complications, reinterventions, durability, subsequent surgical consequences, and inform training standards. Transparent informed consent and documented complication-management arrangements established before the procedure in every practice setting, including physician offices, are essential.

Background

The North American Spine Society (NASS) is a global multidisciplinary medical organization dedicated to fostering the highest quality, ethical, value-based, and evidence-based spine care through education, research, and advocacy.

In 2021, NASS, together with several surgical spine organizations, published a Position Statement on Arthrodesis of the Spine by the Non-Spine Surgeon. The statement recognized that spinal arthrodesis and other procedures that alter spinal biomechanics require specialized education, training, and experience to optimize patient safety and clinical outcomes. Since that publication, advances in minimally invasive surgery, endoscopy, vertebral augmentation, sacroiliac joint fusion, basivertebral nerve ablation, and other emerging technologies have substantially expanded the spectrum of spine procedures available to patients.

Recognizing these developments, the 2026 NASS Task Force on Patient Safety for Spine Interventions was convened to review contemporary spine procedures, physician education and training pathways, competency requirements, and credentialing considerations. As part of this effort, the Task Force conducted formal multidisciplinary discussions with multiple professional societies involved in spine care. The objective of these discussions was to better understand current education and training pathways, identify areas of consensus and disagreement, and develop competency-based recommendations for the safe deployment of these new techniques that prioritize patient safety independent of specialty designation. While these discussions informed the deliberations of the Task Force, the recommendations contained herein represent the independent position of NASS unless otherwise endorsed by participating organizations.

The recommendations in this position statement reflect Task Force expert consensus informed by current education and training pathways, available scientific evidence, and contemporary clinical practice. This document is a position statement and does not represent a systematic review or formal evidence-based clinical practice guideline.

The purpose of this document is not to define the scope of practice of any medical specialty, but rather to establish principles intended to promote patient safety as current and emerging spine procedures continue to evolve.

Informed Consent

The Task Force recognizes that informed consent extends beyond discussion of procedural risks, benefits, and alternatives. Patients should receive clear and accurate information regarding the nature of the proposed intervention, its intended therapeutic goals, and information relevant to the qualifications and experience of the physician performing it. Physicians should accurately represent the interventions they perform and their qualifications and experience in performing them so patients can make appropriately informed decisions regarding their care. Transparency in these discussions supports patient autonomy and helps maintain public trust in the medical profession.

Definitions of Surgical and Procedural Interventions

For the purposes of this position statement, a surgical intervention is an intervention that treats the structural anatomy of the spine and meaningfully alters its biomechanics or involves direct visualization and decompression of the nerve root(s) and/or spinal cord. This includes interventions that reconstruct, stabilize, replace, or fuse structural elements of the spinal column, as well as interventions involving direct visualization and decompression of the nerve root(s) and/or spinal cord through removal of disc, bone, or ligament. Examples include direct decompression of the nerve root(s) and/or spinal cord; spinal fusion; and placement of implants intended to restore, maintain, or alter spinal stability or alignment. Surgical interventions may be performed through open, minimally invasive, endoscopic, or percutaneous approaches.

A procedural intervention is an intervention that does not meaningfully alter the structural anatomy or biomechanics of the spine and does not require direct visualization or surgical decompression of the nerve root(s) and/or spinal cord. Such interventions may involve percutaneous or endoscopic access, injection, tissue removal or ablation, neuromodulation, or targeted disruption of neural tissue, provided they do not meaningfully alter spinal biomechanics or involve direct visualization and surgical decompression of the nerve root(s) and/or spinal cord. Examples include medial branch nerve ablation or transection, basivertebral nerve ablation, epidural steroid injections, and other image-guided spine interventions.

The technical approach—open, minimally invasive, endoscopic, or percutaneous—does not, by itself, determine whether an intervention is surgical or procedural. Rather, the distinction is based on whether the intervention treats structural spinal anatomy and alters spinal biomechanics or directly visualizes and decompresses nerve root(s) and/or spinal cord. Thus, an intervention performed through an endoscopic or percutaneous approach may still constitute a surgical intervention when these criteria are met.

Current Education and Training Pathways

NASS recognizes physicians from multiple specialties contribute substantially to the care of patients with spinal disorders. Physicians entering spine practice through orthopaedic surgery, neurosurgery, anesthesiology, physical medicine and rehabilitation, radiology, pain medicine, and other disciplines each provide important expertise in the diagnosis and treatment of spinal disease. Current accredited education and training pathways differ considerably in procedural experience. Formal surgical training in spine surgery currently occurs through only two established pathways:

  1. Orthopaedic Surgery Residency followed by Spine Surgery Fellowship: Physicians entering spine surgery through orthopaedic surgery complete an orthopaedic surgery residency followed by dedicated spine fellowship training. Current Accreditation Council for Graduate Medical Education (ACGME) standards require a minimum of 50 spine cases during orthopaedic surgery residency.1 ACGME-accredited spine fellowships do not currently have a specified minimum operative case requirement,2 however, a recent analysis of ACGME case-log data reported an average of 322 operative spine cases during fellowship training.3
  2. Neurosurgical Residency, with or without additional Spine Fellowship Training: Physicians entering spine surgery through neurological surgery complete a neurosurgical residency that incorporates substantial operative spine training, and many, although not all, subsequently complete a dedicated spine fellowship. Current ACGME standards require a minimum of 300 spinal cases at the Senior or Lead level during neurological surgery residency, including at least 150 cases at the Lead level.4 Additional operative spine experience is obtained by those who pursue dedicated spine fellowship training.

Training pathways for nonoperative spine physicians differ substantially from those of spine surgeons and vary considerably among medical specialties. For the purposes of this position statement, the term “nonoperative spine specialist” refers to physicians whose formal residency and/or fellowship training includes the evaluation and treatment of spinal, musculoskeletal, neurologic, or pain disorders, including training in image-guided interventions when applicable. This term does not include physicians whose formal residency and fellowship training is unrelated to these areas and who acquire spine procedural skills primarily through isolated courses or industry-sponsored training. The training pathways of nonoperative spine specialists are summarized below:

  1. Anesthesiology: Anesthesiology residency includes dedicated training in Pain Medicine and substantial experience with neuraxial techniques, including a minimum of 40 patients receiving epidural anesthesia or epidural catheter placement for perioperative analgesia.5 The ACGME residency requirements do not establish procedure-specific minimum case numbers for fluoroscopically guided spine interventions such as epidural steroid injections.5
  2. Physical Medicine and Rehabilitation (PM&R): PM&R residency includes training in the evaluation and management of spinal, musculoskeletal, neurologic, and pain disorders and substantial training in electrodiagnostic medicine. Current ACGME requirements include a minimum of 150 electromyography (EMG) patient encounters. The ACGME requirements also specify exposure to five epidural injections and five axial facet-based or sacroiliac joint procedures; however, there is no minimum requirement for these procedures to be personally performed by the trainee, as the required experiences may be satisfied through observation or simulation.6
  3. Diagnostic and Interventional Radiology: Diagnostic radiology and interventional radiology training provide extensive experience in diagnostic imaging and image-guided interventions. Interventional radiology residency requires participation in a minimum of 1,000 invasive imaging and image-guided vascular and nonvascular interventional procedures.7 Nonvascular procedures may include musculoskeletal, spine, and pain-management interventions; however, ACGME requirements do not establish a separate spine-specific minimum case volume.7
  4. Interventional Pain Medicine and Other Interventional Spine Fellowships: Interventional pain medicine fellowships and other interventional fellowships, including programs under the umbrella of the NASS Interventional Spine and Musculoskeletal Medicine (ISMM) fellowships, emphasize fluoroscopically guided spinal injections, radiofrequency ablation, neuromodulation, and related image-guided procedures. However, while ACGME-accredited Pain Medicine fellowships8 and NASS ISMM fellowships require demonstration of competence in spinal injections and spinal cord stimulation, as well as documentation of procedural experience, there are no nationally standardized ACGME minimum case numbers for these specific procedures.

At the time of this statement, none of the nationally recognized education and training pathways for nonoperative spine specialties have minimum required case volumes across the spectrum of advanced spine interventions comparable to those specified within accredited surgical spine training pathways.

Specifically, outside of established surgical training requirements, there are no standardized procedure-specific minimum case requirements across the spectrum of current and emerging spine interventions, including neural decompression, spinal fusion, sacroiliac joint fusion, basivertebral nerve ablation, vertebral augmentation, and endoscopic spine interventions. Additional education in newer technologies is frequently obtained through society-sponsored or industry-sponsored procedure-specific courses. The North American Neuromodulation Society (NANS) recognized the need for standardized education in spinal cord stimulation and developed a competency-based curriculum incorporating milestones to guide physician training from early learner to practitioner.9 Likewise, the American Society of Pain and Neuroscience (ASPN) has taken important steps toward developing a structured educational pathway for physicians interested in advanced spine procedures by expanding didactic education and competency-based curricula.

The absence of nationally standardized educational requirements and minimum procedural experience for many current and emerging spine interventions underscores the need for competency-based recommendations that can guide physician education, hospital/ambulatory surgery center credentialing, and ultimately promote patient safety.

Position Statement

NASS believes that patient safety is best served when spine interventions are performed by physicians who possess the education, training, technical skills, clinical judgment, and experience necessary to perform the intervention independently and competently and to manage its associated complications.

Competency extends beyond the technical performance of an intervention. It requires a comprehensive understanding of spinal anatomy and pathology, knowledge of spinal biomechanics when applicable, appropriate diagnostic acumen and patient selection, procedural judgment and technical execution, peri-procedural management, recognition and treatment of complications, and longitudinal care appropriate to both the underlying condition and the intervention performed. Case volume is one component of competency but is not, by itself, sufficient evidence of competency.

The level of education, training, supervised experience, and demonstrated competency required should increase in proportion to the complexity of the intervention, the anatomical structures at risk, the degree to which spinal anatomy or biomechanics are altered, and the severity of potential complications.

Recognizing the broad spectrum of contemporary spine interventions, the Task Force evaluated competency requirements within distinct categories. This evaluation considered existing training pathways as well as whether certain interventions may warrant additional education and training beyond current requirements, such as a dedicated spine fellowship or structured procedure-specific training following an Interventional Pain Medicine or ISMM fellowship. Such pathways should incorporate clearly defined competency standards, including minimum interventional experience requirements.

Direct Decompression

Procedures involving direct decompression of spinal nerve root(s) and/or the spinal cord, whether performed through traditional open techniques, minimally invasive approaches, or endoscopic techniques, require comprehensive knowledge of spinal anatomy, surgical decision-making, and the independent management of neurologic injury, dural tears, postoperative instability, infection, and revision surgery. Direct decompression of nerve root(s) and/or the spinal cord should be performed only by surgeons with formal surgical spine training. Surgeons performing endoscopic spine surgery should complete dedicated education and supervised training specific to endoscopic techniques before independently performing these procedures.

Endoscopic Neurectomy

The Task Force recognizes that endoscopic spinal medial/lateral branch neurectomy for axial joint denervation is fundamentally different from endoscopic decompression of the nerve root(s) and/or spinal cord. Accordingly, competency requirements for these procedures should be considered separately.

Nonoperative spine specialists performing endoscopic medial or lateral branch neurectomy should complete additional procedure-specific training that includes defined competency standards and minimum supervised case requirements or complete a formal interventional spine fellowship that incorporates training in these techniques, before performing these procedures independently. All physicians performing endoscopic medial or lateral branch neurectomy should have the education, training, and supervised procedural experience necessary to recognize and independently manage the full spectrum of potential complications or have an established relationship with a surgeon partner or surgical team capable of providing definitive management when necessary. Such arrangements should be established and in place prior to offering these procedures to patients.

Spinal Fusion

Interventions intended to achieve spinal fusion or permanent stabilization, including lumbar facet fusion, interspinous fusion, and other interventions that permanently alter spinal biomechanics, require competency beyond the technical performance of the intervention. This includes an understanding of spinal biomechanics, fusion biology, appropriate patient selection, implant and instrumentation selection, complication management, and strategies to avoid and manage revision surgery. Based on current education and training pathways, fusion of any motion segment of the spine should be performed only by physicians who have completed formal surgical spine training.

Importantly, spinal fusion is fundamentally a biological process, regardless of whether instrumentation is used. Successful arthrodesis depends not only on implant placement but also on a thorough understanding of fusion bed preparation, graft selection, optimization of the local biological environment, and the technical principles required to achieve reliable osseous union.

Finally, clinicians should critically evaluate the scientific evidence and base treatment decisions on the highest-quality data. Particular attention should be given to published evidence regarding long-term fusion rates and patient-reported clinical outcomes for stand-alone fusion techniques, particularly those utilizing interspinous devices when performed without interbody fusion.

Sacroiliac (SI) Joint Fusion

Lateral SI joint fusion is an implant-based intervention intended to achieve osseous fusion and biomechanical stabilization. Because the procedure involves placement of multiple structural implants across a substantial portion of the sacroiliac joint and places critical neurovascular structures at risk, lateral SI joint fusion should be performed only by physicians who have completed formal surgical spine training. Such training is necessary not only for safe implant placement and management of complications, treatment failure, or nonunion, but also for understanding how these implants may affect future surgical options, including pelvic fixation in the setting of spinal deformity surgery.

Surgeons performing lateral SI joint fusion should provide appropriate longitudinal postoperative care throughout the healing process. This includes recognition and management of immediate and delayed complications, evaluation of treatment failure or nonunion when appropriate, and management of additional treatment or revision surgery when indicated.

NASS encourages all physicians performing lateral SI joint fusion to base patient selection and treatment decisions on the highest-quality available scientific evidence. Treatment decisions should be informed by randomized controlled trials and other high-quality outcome studies addressing appropriate indications, safety, efficacy, and long-term clinical outcomes.

Vertebral Augmentation Procedures

Historically, vertebral augmentation procedures primarily involved injection of polymethylmethacrylate (PMMA) cement or bone graft substitutes without implantation of structural devices. More recently, vertebral augmentation techniques utilizing structural implants, including metallic vertebral body or intrapedicular devices, have become increasingly available. Because such implants may alter vertebral anatomy, interfere with future instrumentation, or limit reconstructive surgical options such as pedicle screw fixation or vertebrectomy, vertebral augmentation involving structural implants or hardware beyond injected cement or bone graft substitutes should be performed only by physicians with formal surgical spine training.

Other Image-Guided Spine Interventions

Basivertebral nerve ablation, spinal bone tumor ablation, image-guided intervertebral disc access for diagnostic or therapeutic indications, percutaneous spinal cord, dorsal root ganglion, and peripheral nerve stimulation, and other image-guided percutaneous spine interventions encompass a broad range of complexity and potential complications.

Current practice supports that these interventions do not require formal surgical spine training but do require appropriate procedure-specific competency. Competency should be established through procedure-specific education and training, supervised clinical experience, objective competency assessment, and documented procedural experience, with minimum case requirements appropriate to the complexity and risk of each intervention.

Placement of spinal cord stimulation paddle leads, as distinguished from wire leads, within the epidural space should be restricted to physicians with formal surgical spine training, regardless of whether placement is performed through an open or percutaneous approach. Paddle lead placement requires epidural dissection and competency in the recognition and management of spinal cord injury, dural injury, epidural hematoma, and other procedure-specific complications.

Surgeons performing these or other interventions outside the scope of their residency and fellowship training should obtain appropriate procedure-specific education and supervised experience and demonstrate competency before performing these interventions independently.

Outcomes Registries and Training Standards for Emerging Spine Interventions

There has been a rapid expansion of emerging spine interventions, many of which are less invasive and therefore may be particularly attractive to patients. As the adoption and utilization of these interventions increase, their use may outpace the development of evidence regarding safety, efficacy, durability, and long-term outcomes. For some interventions, important questions may remain regarding complications, reinterventions, and the potential implications for subsequent surgical treatment.

Prospective clinical registries can play an important role as new spine interventions are introduced and more broadly adopted. While established national registries exist for surgical spine care, comparable registry infrastructure is not currently available for many emerging procedural spine interventions.

NASS encourages professional societies and industry partners to support the development of and participation in prospective registries for emerging spine interventions, with independent oversight and standardized collection and reporting of patient selection, patient-reported outcomes, complications, reinterventions, and long-term durability. Such registries can provide transparent, real-world evidence to help ensure that expanding utilization is accompanied by ongoing evaluation of safety and clinical effectiveness.

Until the safety, efficacy, complications, and long-term consequences of these interventions are better characterized, NASS believes there is insufficient evidence to determine the training and procedural experience necessary to perform them safely and effectively. Where appropriate, outcomes should be stratified by physician training background, credentialing pathway, and site of service to identify factors that may influence patient safety and clinical outcomes.

Collaboration for Patient Safety

Physicians performing advanced spine interventions should maintain formal agreements with an appropriate physician, surgeon, physician group, or facility when management of a reasonably foreseeable procedure-specific complication falls outside their training or scope of independent practice.

Such arrangements should be established prior to performing the intervention and documented at the time of credentialing and privileging. In settings without a formal credentialing or privileging body, including physician offices, these agreements should nonetheless be formally documented and maintained. These arrangements should address emergent communication, availability, coverage, and logistics for transfer of care, and should be reviewed at regular intervals. Informal or ad hoc referral relationships should not be considered a sufficient complication management plan.

Summary

The Task Force believes that minimum case requirements should be established for spine interventions requiring procedural or surgical competency, whether training occurs during residency, fellowship, or through structured post-fellowship education and training. These requirements should be met before physicians perform such interventions independently.

Attendance at educational courses alone, in the absence of structured clinical training and a defined minimum number of supervised clinical experiences with the intervention, should not be considered sufficient evidence of competency for independent performance.

Accordingly, NASS believes that hospitals, ambulatory surgery centers, and credentialing committees should establish privileging criteria based upon complexity of the procedure, the physician's formal education, supervised procedural experience, objective competency assessment, documented case experience, and demonstrated ability to independently recognize and manage procedure-specific complications or identify a collaborating surgeon/surgical team who is willing and able to aid in managing procedure-specific complications.

Professional societies have a responsibility to provide leadership in physician self-regulation and to establish standards that prioritize patient safety and high-quality care. These standards should be developed through rigorous evaluation of the scientific evidence and expert consensus, rather than being defined solely by industry, hospitals, payors, or regulatory agencies.

Multidisciplinary collaboration remains essential to achieving these goals. NASS remains dedicated to working with any society committed to continued dialogue and cooperation to advance evidence-based standards, improve patient outcomes, and ensure that innovation is accompanied by appropriate education and accountability.

2026 NASS Task Force on Patient Safety for Spine Interventions

Brian W. Su, MD, Chair Karin R. Swartz, MD Pierce D. Nunley, MD Christopher P. Kauffman, MD Edward J. Dohring, MD Alan S. Hilibrand, MD Kevin E. Macadaeg, MD Heidi M. Hullinger, MD D.J. Kennedy, MD Zoher Ghogawala, MD, FACS William Mitchell, MD

For more information and/or questions, please contact Karen James, Senior Mgr. of Health Policy.

Endorsed by the: Cervical Research Spine Society https://www.spine.org/Practice/Scientific-Policy-Comments/Education-Training-Competency-Spine-Interventions

References

  1. Accreditation Council for Graduate Medical Education Review Committee for Orthopaedic Surgery. Case Log Minimums for Orthopaedic Surgery. Available at: https://www.acgme.org/globalassets/pdfs/orthopaedic-surgery-case-log-minimums-october-2024.pdf. Published October 2024. Accessed September 23, 2026.
  2. Accreditation Council for Graduate Medical Education Review Committee for Orthopaedic Surgery. Case Log Guidelines for Orthopaedic Surgery of the Spine. Available at: https://www.acgme.org/globalassets/pfassets/programresources/267_caselogguidelines_orthopaedicsurgeryofthespine.pdf. Published November 2015. Accessed September 23, 2026.
  3. Silvestre J, Kang JD, Ravinsky RA, Lawrence JP, Reitman CA. Establishing case volume benchmarks for ACGME-accredited orthopedic surgery of the spine fellowship training. Spine J. 2024;24(8):1495-1501.
  4. Accreditation Council for Graduate Medical Education Review Committee for Neurological Surgery. Neurological Surgery Case Log Defined Case Categories and Required Minimum Numbers. Available at: https://www.acgme.org/globalassets/pfassets/programresources/revised-defined-case-categories-and-minimum-numbers.pdf. Published July 1, 2026. Accessed September 23, 2026.
  5. Accreditation Council for Graduate Medical Education Review Committee for Anesthesiology. ACGME Program Requirements for Graduate Medical Education in Anesthesiology. Available at: https://www.acgme.org/globalassets/pfassets/programrequirements/2026-prs/040_anesthesiology_2026.pdf. Published July 1, 2026. Accessed September 23, 2026.
  6. Accreditation Council for Graduate Medical Education Review Committee for Physical Medicine and Rehabilitation. ACGME Program Requirements for Graduate Medical Education in Physical Medicine and Rehabilitation. Available at: https://www.acgme.org/globalassets/pfassets/programrequirements/2026-prs/340_physicalmedicinerehabilitation_2026.pdf. Accessed September 23, 2026.
  7. Accreditation Council for Graduate Medical Education Review Committee for Radiology. ACGME Program Requirements for Graduate Medical Education in Interventional Radiology. Available at: https://www.acgme.org/globalassets/pfassets/programrequirements/2026-prs/415_interventionalradiology_2026.pdf. Published July 1, 2026. Accessed September 23, 2026.
  8. Accreditation Council for Graduate Medical Education Review Committee for Anesthesiology. ACGME Program Requirements for Graduate Medical Education in Pain Medicine. Available at: https://www.acgme.org/globalassets/pfassets/programrequirements/2026-prs/530_painmedicine_2026.pdf. Published July 1, 2026. Accessed September 23, 2026.
  9. Abd-Elsayed A, Abdallah R, Falowski S, et al. Development of an Educational Curriculum for Spinal Cord Stimulation. Neuromodulation. 2020;23(5):555-561.

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