IP Library Granted Patent US 12,569,301
Granted Patent B2
US 12,569,301 · App. 17/769,527 · Granted Mar 10, 2026

Surgical navigation system for alignment of a surgical instrument

Inventors: John B. Clayton (Superior, CO); Kevin J. Frank (Louisville, CO); Kevin T. Foley (Germantown, TN); David A. Vaughan (Superior, CO); Jeff Justis (Germantown, TN)
Assignee: Alphatec Spine, Inc.
A61B34/20A61B6/0421A61B34/10A61B34/30A61B90/39A61B2034/107A61B2034/2057
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,569,301
App. No.
17/769,527
Granted
Mar 10, 2026
Kind
B2
Abstract

A surgical navigation method utilizing a computer system. The method includes the steps of: (a) fixing a camera relative to a surgical site on a patient such that the camera does not move relative to the surgical site; (b) restraining the body portion of the patient which includes the surgical site relative to an operating table supporting the patient, such that the body portion does not move relative to the operating table; and (c) detecting with the camera the position of a medical instrument having a tracker array.

Claims (16)

1 . A surgical navigation method for indicating an alignment of a surgical instrument, the method comprising the steps of:

(a) providing a surgical navigation system including (i) a computer and display, (ii) data representing a 3D radiological image of a patient surgical site, (iii) an instrument guide having a first marker array, (iv) the surgical instrument having a second marker array, and (v) an optical sensor configured to detect markers on the first and second marker arrays;

(b) aligning the instrument guide by positioning the instrument guide in the general position of a pre-established trajectory line using the display, which displays (i) a two-dimensional disc representing the pre-established trajectory line and (ii) a three-dimensional cylinder representing the guide trajectory line, such that alignment between the pre-established trajectory line and the guide trajectory line is achieved when the three-dimensional cylinder is aligned with and fits within a central circle of the two-dimensional disc;

(c) identifying a tip and hind of both the instrument guide and the surgical instrument based upon detection of the marker arrays by the optical sensor;

(d) defining a guide trajectory line with the tip and hind of the instrument guide;

(e) calculating an offset distance between the guide trajectory line and at least one of the tip or hind of the surgical instrument;

(f) calculating whether the offset distance is greater than a threshold; and

(g) presenting on the display a warning of misalignment if the offset distance is greater than the threshold.

2 . The method of claim 1 , wherein (i) an instrument orientation is determined based upon the tip and hind of the surgical instrument, and (ii) the warning of misalignment includes presenting on the display the guide trajectory line and an image of the surgical instrument, in the instrument orientation, super-imposed on the 3D radiological image.

3 . The method of claim 2 , wherein the warning of misalignment includes presenting on the display the image of the surgical instrument in red.

4 . The method of claim 3 , wherein the image of the surgical instrument is presented on the display in green if the offset distance is less than the threshold.

5 . The method of claim 1 , wherein the first marker array and the second marker array are registered to the 3D radiological image.

6 . The method of claim 1 , wherein at least a portion of the surgical instrument is inserted into the instrument guide when calculating the offset distance between the guide trajectory line and the tip or hind of the surgical instrument.

7 . The method of claim 1 , wherein a position of the optical sensor is fixed relative to the patient surgical site.

8 . The method of claim 1 , wherein the threshold is less than 2 mm.

9 . The method of claim 1 , wherein the offset distance is a distance between the surgical instrument tip and a closest point to the surgical instrument tip along the guide trajectory line.

Assignments (8)
CONFIRMATORY GRANT OF SECURITY INTEREST IN UNITED STATES PATENTS Recorded May 12, 2026
From: ALPHATEC SPINE, INC.; SAFEOP SURGICAL, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 075560/0884 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 63624/0541 Recorded May 1, 2026
From: MIDCAP FUNDING IV TRUST, AS AGENT
To: ALPHATEC SPINE, INC.
Reel/Frame 075316/0055 →
RELEASE OF PATENT SECURITY INTEREST AT REEL/FRAME NO. 63640/0606 Recorded May 1, 2026
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS AGENT
To: ALPHATEC SPINE, INC.
Reel/Frame 075316/0276 →
SECURITY INTEREST Recorded May 15, 2023
From: ALPHATEC SPINE, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 063640/0606 →
SECURITY INTEREST Recorded May 12, 2023
From: ALPHATEC SPINE, INC.
To: MIDCAP FUNDING IV TRUST
Reel/Frame 063624/0541 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 2, 2023
From: INTEGRITY IMPLANTS INC.
To: ALPHATEC SPINE, INC.
Reel/Frame 063504/0919 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 18, 2023
From: CLAYTON, JOHN B.; FOLEY, KEVIN T.; FRANK, KEVIN J.; JUSTIS, JEFF; VAUGHAN, DAVID A.
To: PRACTICAL NAVIGATION LLC
Reel/Frame 063353/0238 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 19, 2022
From: PRACTICAL NAVIGATION LLC
To: INTEGRITY IMPLANTS INC. D/B/A ACCELUS
Reel/Frame 060547/0813 →
Continuity (3)
Provisional Application 62923284 · Oct 18, 2019
Related Publication 20240130795A1 · Apr 25, 2024
Related Publication 20240225742A9 · Jul 11, 2024
References Cited (26)
US 7630753B2 · Simon et al. · 2009 [cited by applicant]
US 7689014B2 · Abovitz et al. · 2010 [cited by applicant]
US 8738181B2 · Greer et al. · 2014 [cited by applicant]
US 8886286B2 · Graumann et al. · 2014 [cited by applicant]
US 9757087B2 · Simon et al. · 2017 [cited by applicant]
US 9949798B2 · Weir · 2018 [cited by applicant]
US 10603120B2 · Steinle et al. · 2020 [cited by applicant]
US 10660712B2 · Kostrzewski et al. · 2020 [cited by applicant]
US 20030028091A1 · Simon · 2003 [cited by examiner]
US 20060064005A1 · Triano et al. · 2006 [cited by applicant]
US 20140247336A1 · Vilsmeier · 2014 [cited by examiner]
US 20160242934A1 · van der Walt et al. · 2016 [cited by applicant]
US 20180049839A1 · Seong et al. · 2018 [cited by applicant]
US 20180110573A1 · Kostrzewski · 2018 [cited by examiner]
US 20180125584A1 · Lang · 2018 [cited by applicant]
US 20180318017A1 · Fanson et al. · 2018 [cited by applicant]
US 20190117318A1 · Charron et al. · 2019 [cited by applicant]
US 20190159848A1 · Quaid et al. · 2019 [cited by applicant]
US 20200138518A1 · Lang · 2020 [cited by examiner]
WO WO2018167246A1 · 2018 [cited by examiner]
PCT International Preliminary Report on Patentability issued to counterpart Application No. PCT/US2020/056013 dated Jan. 31, 2022. [cited by applicant]
PCT Notification of Transmittal of the International Search Report and the Written Opinion of the International Searching Authority, or the Declaration issued to counterpart Application No. PCT/US2020/056013 dated May 1… [cited by applicant]
Faldini et al. “Power-assisted pedicle screws placement: Is it as safe and as effective as manual technique? Narrative review of the literature and our technique”, Musculoskeletal Surgery, 2021, vol. 105, p. 117-123, Sp… [cited by applicant]
Lieberman et al. “Robotic-Assisted Pedicle Screw Placement During Spine Surgery”, JB&JS Essential Surgical Techniques,2020, 10(2), p. 1-15. [cited by applicant]
Rawicki et al. “Current state of navigation in spine surgery” Annals of Translational Medicine, 2021, 9(1), p. 85. [cited by applicant]
Overley et al. “Navigation and Robotics in Spinal Surgery: Where Are We Now?” Congress of Neurological Surgeons, Mar. 2017, vol. 80, No. 3, p. S86-S99. [cited by applicant]