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Dr Leo Happel Interview

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Dr Leo Happel Interview

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0:00

Cherie Young: Hello, my name is Cherie Young. Today is September

0:03

3rd, 2025 and I'm interviewing Dr Leo Happel on behalf of the

0:08

ASET Historical Advisory Committee. Thank you for being

0:11

with us today, Dr Happel.

0:14

Dr. Leo Happel: My pleasure.

0:16

Cherie Young: Great. So, Dr Happel, you are currently

0:21

retired, correct?

0:23

Dr. Leo Happel: Retired in quotes, as I was explaining a

0:26

little bit earlier, when you when you are in academic

0:29

medicine and you teach students, your students always feel like

0:34

they have the prerogative of calling you when it's necessary,

0:38

when they need something explained. And so I have a lot

0:43

of surgeons that I had no contact with previously who call

0:48

me and ask me questions and try to get me to explain what they

0:53

are seeing in the operating room. This is becoming much more

0:57

common now since my former head of neurosurgery, Dr David Klein,

1:03

passed away about six months ago, and so all the calls that

1:08

used to go to him now come to me, and sometimes it gets really

1:14

tough.

1:16

Cherie Young: Yep, so there's no such thing as retirement, right?

1:19

Dr. Leo Happel: Exactly, except that you don't get paid anymore.

1:23

Cherie Young: Right? Where did you receive your credentials for

1:29

intraoperative monitoring?

1:31

Dr. Leo Happel: I received my credentials when I was hired by

1:34

LSU medical school. I was hired by Dr Richard Patterson, who was

1:40

then the head of neurology, and he appointed me an Assistant

1:43

Professor of Neurology, even though I am a PhD, not an MD.

1:48

And so as a member of the faculty of the neurology

1:53

department that automatically gave me credentials at Charity

1:58

Hospital New Orleans. Charity Hospital, New Orleans was a

2:02

teaching hospital, and so the teaching faculty came from both

2:07

Tulane and LSU medical schools, the clinical departments. If you

2:12

had a clinical appointment, you automatically had the privilege

2:16

of seeing patients at Charity Hospital and performing testing

2:20

on them, and that was how my credentials got started. I had

2:27

to go through the process of acquiring other credentials. I

2:32

had to show proof of malpractice insurance, because you can't do

2:36

anything clinical at Charity Hospital unless you had

2:39

malpractice insurance. I had to go through training in basic

2:43

life support, because as a clinical faculty member, BLS

2:49

credentialing was required. So I had to show proof of training in

2:54

CPR. I had to be tuberculosis vaccinated. And with those

3:01

credentials, added to my academic credentials, I was

3:05

approved for seeing patients at Charity Hospital,

3:11

Cherie Young: Very good. And what drew you to evoked

3:14

potentials in intraoperative monitoring? How did you get into

3:17

that specific notch in diagnostic testing?

3:21

Dr. Leo Happel: I guess I have always been an electronics geek,

3:26

and as an electronics geek, when I was in graduate school, I

3:33

familiarized myself with a lot of electronic equipment and

3:39

basically did research in evoked potentials using the

3:44

instrumentation that I had familiarized myself with.

3:49

Cherie Young: Very good. So this wasn't very popular when you

3:54

started your career? You're one of the original pioneers,

3:58

correct?

3:59

Dr. Leo Happel: It was fundamentally nonexistent, and

4:02

the reason it didn't exist is there was no instrumentation

4:09

that was in one box. You couldn't go to the company

4:13

Nicolet because that didn't exist. You couldn't go to any of

4:17

the other vendors of evoked potential machines to buy a

4:21

machine, because they didn't exist. So what was necessary was

4:27

to assemble a cart with all of the appropriate equipment. I had

4:35

some GRASS amplifiers, and the GRASS amplifiers were

4:39

particularly good for two reasons. Number one, these

4:45

amplifiers had a very rapid recovery time, and so whenever

4:49

they whenever the instrumentation was smacked by a

4:53

large artifact like the electro surgical unit in the surgeon's

4:57

hand, these amplifiers would recover very quickly. And

5:01

another feature that these amplifiers had was they were

5:05

optically isolated, so there was no grounding associated with the

5:12

amplifier systems. And this was extremely important, especially

5:17

at Charity Hospital New Orleans, because Charity Hospital New

5:20

Orleans was a very old building, and all of the electrical wiring

5:25

in this building was not electrically isolated like it is

5:30

in all of the operating rooms today.

5:34

Cherie Young: Wow.

5:35

Dr. Leo Happel: So the optically isolated amplifiers helped a

5:38

lot. In addition, I had some GRASS stimulators, and the GRASS

5:44

stimulators were also optically isolated, and that precluded the

5:50

necessity for grounding. Grounding was a real problem in

5:55

the early days of neuromonitoring, because one of

5:58

the terrible things that would occur was the creation of a

6:03

ground loop. And in order to try to avoid ground loops, I

6:09

proposed something called Happel's law. And I don't know

6:13

if you remember Happel's Law. Happel's Law was "never, ever

6:19

attach more than one ground to a patient, it is never proper

6:24

technique". Anytime a patient has more than one ground on

6:29

their body, it is possible for their body to become involved in

6:34

an electrical current path that is part of a ground loop and

6:39

electrical burns from the operating room were relatively

6:44

common in the early 1970s.

6:50

Cherie Young: Wow. So we've overcome a lot of challenges

6:55

with our equipment these days. Wouldn't you say?

6:58

Dr. Leo Happel: Absolutely, the equipment manufacturers have

7:01

really done a great deal for technologists who actually do

7:06

the actual work. The inclusion of optical isolation in both

7:12

amplifier systems and stimulator systems really precludes the

7:17

possibility of ground loops. And so that is a huge help for us,

7:23

and takes away a lot of the risk associated with working in the

7:26

operating room. Operating rooms are intrinsically high risk

7:32

environments. They are very high electrical noise environments,

7:38

and they present us with lots and lots of problems. One of the

7:43

problems I had with working at Charity Hospital was the

7:47

operating rooms there were extraordinarily small. These

7:51

rooms were no more than 10 feet by 10 feet. And anytime you

7:57

start packing in a lot of equipment, the room just

8:01

disappears very quickly. I remember walking into another

8:07

hospital and walking into an operating room suite and looking

8:11

at the operating room and marveling at how big this

8:16

operating room was, and the operating room there got to be

8:22

very small by the time you put an EEG machine, stimulators, an

8:28

X-ray C arm, and all of the trays of instruments that the

8:32

surgeons needed by the time you put all that in the room, the

8:35

room got suddenly very, very small.

8:39

Cherie Young: Oh, my goodness. You've obviously created an

8:43

environment to test and record evoked potentials in the

8:48

operating room. Who would you say was the first manufacturer

8:53

of this equipment?

8:57

Dr. Leo Happel: The first manufacturer of the computer

8:59

that I use was a company called Fabritech, and Fabritech made a

9:05

computer of average transients, and that's what we needed to

9:09

have to do, the computer averaging that we do in

9:13

monitoring. Fabritech was a company that was later purchased

9:18

by Nicolet, and so it later bore the Nicolet name, but it was

9:24

nevertheless the same company.

9:27

Cherie Young: Okay, I remember back in the day a Tektronix. Was

9:31

that a computer you had built?

9:35

Dr. Leo Happel: Tektronix was a display. Tektronix is a

9:39

manufacturer of oscilloscopes. And so when I did surgical

9:44

monitoring, not just to do for spine surgery or brain surgery,

9:50

but for peripheral nerve surgery as well, the Tektronix became

9:55

the principal source of amplification and display.

9:59

Tektronix is a paragon name. Tektronix is a top of the line

10:05

oscilloscope and top of the line manufacturer, and this was

10:11

absolutely necessary to deal with all of the electronic

10:15

problems that we would encounter in the operating room. I have to

10:20

go back a few steps. I started working at Charity Hospital, not

10:28

in the operating room, but in a program of research that the

10:33

neurology department was conducting. The Department of

10:36

Neurology was trying to study the development of the human

10:41

brain, and the way they did that was recording evoked potentials

10:47

of neonates and then following those neonates over a period of

10:51

about eight years and watching the development of evoked

10:53

potentials as the brain developed.

11:00

Cherie Young: Wow. Very interesting.

11:08

Who would you say are some of your early mentors and earliest

11:15

influences in your career?

11:18

Dr. Leo Happel: This is kind of interesting. I'm glad you said

11:20

early influencers, because there were no real mentors. There was

11:25

nobody who had real expertise in operative monitoring. Some of

11:31

the people who were the early groundbreakers, there was a

11:37

fellow by the name of Augie Mohler. Augie Mohler, was

11:41

particularly good in the area of brain stem auditory evoked

11:45

potentials, and this is something that he performed

11:50

during the removal of acoustic neuromas, and he was able to

11:55

tell the surgeons what was happening to the point where he

12:00

dramatically improved the outcomes of brain stem auditory

12:05

evoked potential testing during acoustic neuroma removal. I

12:12

would like to mention as a learning issue here, to this

12:17

day, many people feel that if someone has an acoustic neuroma

12:21

in, let's say, their left ear, there is no reason to do

12:26

brainstem auditory evoked potential testing on their left

12:30

ear, and they just leave all that off, and they only do the

12:33

right ear to measure what's happening in the right

12:36

brainstem. And that's not really good technique. And the reason

12:42

for that is, when a person is deaf from an acoustic neuroma,

12:49

most of the time they still maintain a wave one of the

12:56

brainstem auditory evoked potential. Wave one of the

13:00

brainstem auditory evoked potential originates in the

13:04

distal eighth nerve. If that eighth nerve action potential is

13:09

still present, it indicates that the arterial blood supply to the

13:15

eighth nerve and to the cochlea is still intact. The blood

13:20

supply to the Cochlear artery comes through a blood vessel

13:25

that we call AICA, A, I, C, A, anterior, inferior cerebellar

13:29

artery. And this artery supplies several things in the brainstem

13:36

that are very much important. So it's still a good idea, even

13:40

though a patient is deaf in one ear due to an acoustic neuroma,

13:44

it's still a good idea to do the brainstem auditory evoked

13:48

potential testing on that ear, because it will still tell you

13:52

something about the blood supply to the brainstem.

13:58

Cherie Young: Right.

14:07

So really, when you started, there was no training program.

14:11

You did the training with physicians on personal nerve and

14:17

moved over into evoked potentials and intraoperative

14:19

monitoring. Where do you see us going in the future?

14:27

Dr. Leo Happel: Wow, that is a really tough question to answer.

14:32

Cherie Young: Certainly, we've come a long way from where you

14:35

started.

14:36

Dr. Leo Happel: One of the problems with neuromonitoring is

14:40

that it gets to be expensive. The equipment is expensive, the

14:44

personnel required to do it gets to be expensive. One would think

14:49

that it would be very easy for a single individual to bring the

14:53

equipment in the operating room and record evoked potentials

14:57

from a patient who is under anesthesia. It doesn't work out

15:01

to be quite that easy, and the reason for that is the surgeons

15:06

use some equipment that introduces vast amounts of

15:12

artifact in the records. And if there is one thing that a

15:17

computer system does not like, it's artifact. Transients that

15:24

are presented to the equipment doing evoked potentials creates

15:30

a noise problem that is so bad that it destroys the computer's

15:35

ability to demonstrate the evoked potential. So we usually

15:42

have to have two people in the operating room, one person

15:46

watching what the surgeon is doing. And I remember that the

15:50

early techs that worked with me would stand by me and stand up

15:55

tall enough that they could see over the drapes and see what the

15:58

surgeon was doing. And when the surgeon got ready to use the

16:02

bovy, the electro surgical machine, I'd get a tap on the

16:07

head, and I could quickly turn the inputs off, so that this did

16:12

not get into the computer and mess up the cumulative average

16:16

of what was going on. So all of this adds to the expense. And if

16:23

there's one thing that the medical insurance companies do

16:27

not like now, it's expenses, and so they try to cut back on

16:32

costs. And unfortunately, one of the things that's happening

16:37

right now is there are many insurers who designate that they

16:43

will not cover operative monitoring, even though

16:47

operative monitoring has clearly demonstrated that it improves

16:52

the outcome of particular surgeries. This happened first

16:57

with the brainstem auditory evoked potentials and acoustic

17:01

neuromas. When neuro monitoring was used in the case of removal

17:07

of an acoustic neuroma, the outcome statistics was so much

17:12

better than if monitoring was not used that some societies

17:19

like the American Academy of Neurology came out with a

17:22

position statement that said, if you'd removed an acoustic

17:27

neuroma without using auditory monitoring, you were practicing

17:33

substandard medicine. And got to be a very profound issue for a

17:39

long time, and to this day, most ENTs will use monitoring in the

17:49

case of acoustic neuroma removal.

17:54

Cherie Young: Scientific knowledge has certainly changed

17:57

in our field. What do you think were some of the big

18:00

breakthroughs, because you've seen it all starting from the

18:03

beginning. What do you think is one of our biggest

18:06

breakthroughs?

18:09

Dr. Leo Happel: One of our biggest improvements? The bottom

18:14

line and the bottom line is outcomes are better because of

18:19

neuromonitoring and it's hard to put a price on an improved

18:25

outcome, and that's why we have to argue with insurance

18:29

companies many times in order to get them to reimburse. We had an

18:35

issue once later on in my monitoring career, when there

18:39

was an insurance company that said, "Well, we're simply not

18:44

going to pay for it. If you want to do it, that's fine, but we're

18:46

simply not going to pay for it". And that put me in an awkward

18:50

position. I had to go to the surgeons and tell the surgeons,

18:55

look, I can't do this for free. This costs a considerable amount

19:00

of money, so I'm going to have to stop monitoring if insurance

19:05

is not going to reimburse for this. And so then the surgeons

19:09

said, "Well, I can't do the surgery without this". So he

19:15

would go to the administrator of the hospital, and he would tell

19:18

the administrator of the hospital, we're not going to be

19:20

able to do this kind of surgery. And the hospital would come back

19:24

and say, "Oh, well, but that's a very common procedure, and we

19:28

encounter this pathology often, and so we have to have you do

19:32

the procedure". And so we said, "Well, how can we arrange this"?

19:38

The hospital said, "Well, we will pay for the

19:43

neuralmonitoring by contract. We will contract with people who do

19:48

neuromonitoring and get them to perform the neuromonitoring, and

19:55

we will pay for that and the hospital at the end of the year

20:00

has a financial facility that they can turn to and things that

20:07

they are not reimbursed for they can charge off to various

20:12

governmental agencies. And so we're back in the situation

20:17

where we have the ability to finance neuromonitoring. And I

20:22

think most people would choose to use it because of the

20:26

statistically improved outcomes of surgeries that are monitored

20:31

compared to those that are not.

20:34

Cherie Young: That's correct. That's why we do what we do,

20:36

better patient outcomes, right?

20:38

Dr. Leo Happel: That's the bottom line.

20:41

Cherie Young: What would you say you're most proud of in your

20:43

professional life?

20:45

Dr. Leo Happel: The thing that I'm most proud of? I'm proud of

20:50

the teaching that the societies associated with neuromonitoring,

20:55

like ASNM, the teaching that those societies do. The

21:00

credentialing that the American Board of Neurophysiologic

21:04

Monitoring does, that basically indicates the person that's

21:09

doing this neuromonitoring is adequately trained. That's what

21:14

I'm most proud of, that we have created a plane of expertise,

21:21

and this plane of expertise can now be certified.

21:27

Cherie Young: Right, and you were a pioneer in the

21:31

development of some of these programs, like what we know as

21:35

ASNM today started out as...

21:40

Dr. Leo Happel: American Society of Evoked Potential Monitoring.

21:43

ASEPM. That's how it started out. That's the society that

21:47

first started off. And as the society evolved, they changed

21:52

its name to ASNM. And yes, I was a founding member of that

21:57

society. I was also a founding member of the American Board of

22:02

Neurophysiologic Monitoring, and I'm proud that I was able to do

22:06

that, and that we were able to examine people and certify that

22:14

indeed they had an adequate knowledge base to be doing

22:18

operative monitoring. Those were very good things to have done.

22:25

Cherie Young: Absolutely. What do you think was the best piece

22:28

of advice that you've ever received?

22:33

Dr. Leo Happel: Keep your eyes open and your ear to the ground.

22:36

Not the electrical ground, but... I had an unusual

22:45

opportunity in my career at LSU. When I was in the Department of

22:51

Neurology at LSU, there was research going on at the Delta

22:56

Regional Primate Center in Covington, Louisiana, and once a

23:00

week, I would go over there with either Dr Hector LeBlanc, Sonny

23:05

LeBlanc, or Roger Smith. And we had research going on primates

23:12

over there, and I had the opportunity to actually do some

23:17

of the surgery on the spinal cord of primates myself. This

23:23

gave me an opportunity to actually watch what was

23:29

happening to the blood vessels as I worked on the spinal cord,

23:34

and I gained a very healthy respect for the phenomenon of

23:39

vasospasm. When you mechanically stimulate blood vessels, you can

23:45

cause the smooth muscle of those blood vessels to constrict, and

23:50

that shuts down the blood vessels. And I was very much

23:55

sure that this same thing was happening when spine surgery was

23:59

being done on human subjects. As a consequence of that, I learned

24:05

my first principle of if the evoked potential monitoring

24:10

tells me something bad is happening, I will turn to the

24:15

anesthetist and ask them to raise the blood pressure. That

24:21

elevation of the blood pressure helps to prevent or reduce the

24:25

amount of vasospasm that occurs as a consequence of manipulation

24:31

of the blood vessels of the spinal cord. So that got to be a

24:37

very common thesis, and I think most people today will do the

24:41

exact same thing if they're in a surgical procedure, and during

24:46

that surgical procedure on the spine, the evoked potential

24:50

monitoring is changed. The first instinct that they have is to

24:56

raise the blood pressure and see if they can get the function to

25:01

return to what baseline was.

25:07

Cherie Young: If you were given the chance to interview anyone,

25:11

who would you choose in the field, to interview?

25:17

Dr. Leo Happel: One of the very authoritative people in

25:21

monitoring acoustic neuroma resection was Augie Mohler, and

25:27

unfortunately, Augie Mohler has passed away now, and he's not

25:31

available for an interview, but he was a very authoritative

25:37

figure, and his knowledge of neuroanatomy and neurophysiology

25:42

associated with the auditory system was very comprehensive,

25:47

so he would be a good person to learn from.

25:52

Cherie Young: Yes, and thank goodness we have his books with

25:55

all his stuff.

25:56

Dr. Leo Happel: Yes, we do have his book at least. And his book

26:00

is still very authoritative and still commonly used as a

26:04

referral point.

26:09

Cherie Young: So it's hard for me to believe, as you taught me

26:13

IOM, I was one of Happel's girls. I can't imagine you doing

26:21

anything else in your life, but if you wouldn't have gone into

26:26

evoked potential intraoperative monitoring, what profession

26:29

would you have chosen?

26:37

Dr. Leo Happel: Maybe I could have become an itinerant ukulele

26:40

stringer or something like that. I don't know what I would have

26:45

done. I had all of the background in electronics, in

26:50

physiology. My interest was in spinal cord function. And when I

26:59

was presented with the opportunity to join the faculty

27:02

at LSU and go into this area, with no reservations I jumped at

27:10

the chance.

27:12

Cherie Young: And you've done a wonderful job. You've taught so

27:14

many. What was your PhD in?

27:18

Dr. Leo Happel: My PhD was in neurophysiology. After I came to

27:23

LSU, I was only at LSU doing evoked potential recordings for

27:28

a period of about three months when the head of the

27:32

neurosurgery department, Dr David Klein, noticed what I was

27:37

doing and realized that I could help him out a lot. And so he

27:41

went to the head of the neurology department and told Dr

27:45

Patterson, "I want him in my department too. So I'm going to

27:48

make him 30% neurosurgery and 60% neurology". And so I got to

27:54

work with Dr David Klein, who was a world authority in

27:58

peripheral nerve surgery. I started doing a huge amount of

28:03

monitoring peripheral nerve function during neurosurgery for

28:07

peripheral nerve injury. Dr Klein passed away, I guess,

28:11

about eight months ago, and before he passed away, we tried

28:15

to put a comprehensive review of what we had done over the course

28:22

of 40 years monitoring peripheral nerve surgeries, and

28:28

the numbers that we came up with just blew me away. Over the

28:33

course of 40 years, we recorded data from 27,000 peripheral

28:41

nerve injuries. It made me realize why I got so tired. We

28:47

did it a lot, and some of these surgeries would last for long

28:51

periods of time. Dr Klein was particularly motivated in and

28:57

interested in surgery to the brachial plexus. Those surgery

29:03

procedures for brachial plexus injury would often last 18 to 20

29:09

hours, and we would be in the operating room for 18 to 20

29:14

hours recording peripheral nerve activity as he evaluated

29:20

different components of the brachial plexus. We had ample

29:25

pathologic material. The city of New Orleans had a very active

29:30

chapter of the Knife and Gun Club, and so as a consequence of

29:35

that, peripheral nerve injuries, especially to the brachial

29:39

plexus, were quite common and we did so many of those.

29:47

Cherie Young: I also want to ask you, how did that evolve into

29:51

spinal monitoring?

29:54

Dr. Leo Happel: I came to LSU in 1970 and so I got involved with

30:01

doing evoked potential recordings in the collaborative

30:04

Child Development Program and with teaching EEG techs. And I

30:09

did that for quite a few years, until finally, Dr Andrew King

30:15

asked me if I could do evoked potential recordings during

30:19

spine surgery. And I said, "Yeah, I think we can do that".

30:25

And we did one case at Charity Hospital, and the outcome from

30:31

this case was particularly good. This was a young man who had a

30:36

severe kyphosis, and during his correction of this kyphosis, we

30:44

lost all spinal cord function. When I told him that he was

30:49

really upset, and so the only thing he could think of to do

30:54

was to release the correction that he had placed on this young

30:58

man's spine. And when he released the correction,

31:03

instantly, spinal cord function returned. And so he put some

31:09

correction back, but not as much as he had originally, and the

31:14

spinal cord function was maintained. And the bottom line

31:18

of this case was, when the patient woke up, he was capable

31:21

of walking, using his legs, his spinal cord worked just fine. So

31:27

Dr King then asked me, "Well can we do this at Children's

31:30

Hospital?" And so I said, "Well, you know, I'm not credentialed

31:35

at Children's Hospital, but I have my credentials at Charity

31:38

Hospital, and we'll see what we can do." At that time, the

31:44

medical director of Children's Hospital was an

31:49

anesthesiologist, Dr John Heaton. Dr Heaton was a very

31:55

imaginative guy and a very forward looking guy, and he

32:00

said, "Yeah, let's see what we can do here". And so the only

32:04

way I could get on the staff of Children's Hospital was to be

32:11

hired by Children's Hospital as a contract employee under the

32:18

direct supervision of Dr Heaton, and this is how it came to pass.

32:25

So we started doing operative monitoring on the big spine

32:30

cases, on some of the brain stem cases, some of the neurosurgical

32:34

cases, and that's how neuromonitoring got started at

32:39

Children's Hospital. Over the course of many years, Dr King

32:44

and I have worked together, and we have many instances where we

32:50

have been able to identify an evolving problem that was highly

32:55

correctable, which we corrected with the outcome of a good

33:00

result from the surgery. And so I have to thank Dr King for his

33:07

efforts in getting me to work at Children's Hospital.

33:14

Cherie Young: So you were not only neurology, neurosurgery,

33:18

now you were orthopedics too.

33:21

Dr. Leo Happel: That's right, I actually got to do a lot of

33:25

orthopedic cases. And some of the orthopedic cases even

33:29

expanded beyond spine. During cases of hip replacement, it was

33:35

necessary to disarticulate the hip joint. And the orthopedists

33:41

who were doing that noticed that there was a lot of incidents of

33:45

peripheral nerve injury when the sciatic nerve was extracted and

33:52

pulled on to dislocate the hip joint, often it created an

33:57

injury to the sciatic nerve, and yes, we can monitor for that. So

34:04

that became one of the procedures that we would

34:07

frequently monitor. I would add not only orthopedics to what we

34:13

monitored, but the urologists got real interested in what we

34:19

were doing, and wanted to know, could we monitor from pelvic

34:24

floor nerves, because they had a lot of incidents of pelvic nerve

34:29

injury in the pelvic floor and so we started doing that. And as

34:36

we did that, the urologists actually got their own system

34:40

going, and they had their own people and their own equipment

34:43

to monitor urologic function during pelvic floor surgeries.

34:51

So it grew. It grew very, very rapidly, and I am grateful to

34:57

have participated in that.

35:02

Cherie Young: Through the years, when I started working in

35:06

intraoperative monitoring, in the beginning, we were only

35:09

doing somatosensory evoked potentials. Do you remember

35:12

that?

35:13

Dr. Leo Happel: Yes, I do.

35:14

Cherie Young: And we evolved together with your oversight.

35:20

Dr. Leo Happel: The spine surgeon said, it's nice to be

35:22

able to prevent problems to the sensory system, but what we

35:26

really want to do is we want to protect the voluntary motor

35:31

pathways. And so in the 1980s there were people who were

35:38

trying to develop a method to evaluate the motor pathways, and

35:46

they started off with trying to do transcranial stimulation of

35:51

the motor cortex to evoke movement that we could then

35:57

record an electrical event associated with and thus assess

36:02

the motor pathways. This was crude to start off with, and the

36:08

parameters of stimulation were a little bit scary. This motor

36:12

evoked potential process began at St Louis, in the hospitals at

36:18

St Louis, and they would stimulate transcranially using

36:25

electrical pulses of about 2000 volts. And I remember going to a

36:32

meeting once where somebody stood up and asked, "don't they

36:35

call that capital punishment"? Well, be that as it may, we got

36:43

better and better at it, and we got the techniques of

36:46

stimulation the motor cortex down a little bit better where

36:50

we could use much, much lower voltages, and that was much more

36:55

appealing. And now there is a fairly common use of motor

37:01

evoked potentials during spine surgery as well as somatosensory

37:06

evoked potentials. The more tracks that we can evaluate

37:12

during surgery, the more accurate we can be in stating

37:17

that things are working okay. The surgeons got to be pretty

37:24

demanding. And as surgical procedures were underway, they

37:29

would frequently ask, "How is everything"? And expecting an

37:34

instantaneous response, which we couldn't give. It took about

37:39

three minutes to perform the testing that would evaluate

37:45

these pathways, and we would have to say, "Well, you know,

37:49

give us a couple of minutes. We'll let you know in a couple

37:52

of minutes if everything is okay", which we had to then do

37:55

the testing, and then we could give them a response to say yes

37:59

or no, everything was okay or not okay.

38:05

Cherie Young: And to facilitate some of those requests, I recall

38:11

you being able to create instrumentation maybe, to help

38:17

us along the way.

38:19

Dr. Leo Happel: Yeah, we had several things that we could

38:22

use. I'm not really a surgical equipment manufacturer, but

38:27

there were pieces of surgical equipment that we could use that

38:32

would facilitate these recordings. But that was

38:38

something that really has not become very commonplace. Most

38:43

places still use transcortical stimulation and the recording

38:48

from muscle groups in the legs to see if there is conduction in

38:52

the motor pathways.

38:55

Cherie Young: And before that time, remember when we started

38:57

descending evoked potentials, before we had the motors, we

39:02

were doing descending evoke potential stimulation. And I

39:05

remember we had to apply the needles, but they had a Teflon

39:09

coating. So you would actually shave those needles for us to

39:14

remove some of the Teflon coating so we could stimulate.

39:18

Dr. Leo Happel: We could stimulate cervical spinal cord

39:21

and record motor events in the legs. That was a process that we

39:28

went through for a while, but then eventually the

39:33

transcortical stimulation took over from there, and it was a

39:40

little bit easier to place electrodes on the scalp.

39:45

Cherie Young: Right? No more shaving down electrodes.

39:47

Dr. Leo Happel: No more shaving down electrodes, no more

39:49

trying...

39:50

Cherie Young: And having them re-sterilized. And I remember,

39:54

in one of the cases they'd asked for the Happel adapter. Tell us

39:57

about that?

40:00

Dr. Leo Happel: Oh, uh.

40:03

Cherie Young: I remember all kinds of things.

40:05

Dr. Leo Happel: Yeah, you remember better than I do. I'm

40:08

trying to remember what that was. I remember we had an

40:12

adapter, but I don't really quite recall what that was.

40:15

Cherie Young: It was part of the stimulation process. Might have

40:19

to refer to Andy King on that one.

40:22

Dr. Leo Happel: Yeah, it can refresh my memory here. I hope

40:25

I'm not having the same problem that my wife has. My wife has

40:30

Alzheimer's, and so this really changed my course of action,

40:35

because my wife started to develop Alzheimer's about 2015

40:41

or so, and I was her primary caretaker. And I was her primary

40:47

caretaker until 2023 when I had an event myself. I had an

40:54

intestinal bleed, and in the middle of the night, one night,

40:58

I almost bled to death. And that changed the course of pretty

41:04

much everything for me. Following that bleed, I got to

41:08

be very weak, and in early 2024 I fell and broke my ankle. And

41:17

the orthopedist that I went to, x-rayed my leg, x-rayed my

41:22

ankle, and he told me, he says, "You know, I've seen this happen

41:27

time and time again. I can put plates and screws on the broken

41:32

bones, but I can tell you that if I do that, you're going to

41:37

have a lot worse arthritis than if I just leave it alone and let

41:41

it heal". And so I took his advice, and I let it alone, and

41:47

it has healed, but it still gives me problems. I still have

41:51

to walk with a cane, and so have not quite recovered from a

41:57

broken ankle.

41:58

Cherie Young: Goodness. Well, we're sorry to hear about Bonnie

42:00

and yeah, sometimes we have to make hard choices in life. It's

42:06

not easy.

42:07

Dr. Leo Happel: Yeah, it really isn't. It really is not.

42:10

Cherie Young: So I'd like to hear one more story from you. I

42:13

want to hear the story, since you've retired, the call that

42:19

you recently received. You said, people still call you.

42:23

Dr. Leo Happel: Yes, okay.

42:25

Cherie Young: Let's talk about that quick call. Well, it wasn't

42:28

a quick call. It was a quick call to you, but it was (laughs)

42:32

Dr. Leo Happel: Okay. Here's the story. There was a young man who

42:37

was born with a birth injury to his right brachial plexus. This

42:45

injury was so bad that he had a flail arm as a result. He had no

42:49

voluntary movement in his arm, and so it was not a good idea to

42:56

try to repair this injury right away. The surgeon chose to wait

43:01

and see what was going to happen, and he waited till the

43:03

child was six years old. When the child was six years old, the

43:09

neurosurgeon chose to do surgery on his right brachial plexus,

43:15

and he calls me on the telephone. He says, "I'm in the

43:20

operating room now", he says, "I've got his brachial plexus

43:22

exposed". He says "I'm stimulating elements in his

43:27

right brachial plexus, and I'm watching his right hand and the

43:32

fingers of his right hand move. How can that possibly be? This

43:37

child has no voluntary movement whatsoever. How can that be?

43:42

What does it mean?" And so I explained to him, over the

43:46

course of six years, this child has had a small number of axons

43:53

grow from his right brachial plexus all the way out to the

43:58

intrinsic muscles of his hand. These fibers are very few in

44:03

number, and they create very small motor units. What you are

44:10

doing when you stimulate is you are artificially synchronizing

44:17

what few motor units remain, going from his right brachial

44:21

plexus down to his hand, and those few motor units, when they

44:25

are synchronized together, can produce visible contraction of

44:29

his hand. However, those motor units are so small that they

44:35

cannot be incorporated into voluntary movements to create

44:39

voluntary movements of his right hand. So you have to treat this

44:44

as if this was a complete injury to his right brachial plexus,

44:49

and those elements in his right brachial plexus still have to be

44:54

repaired. That was a complicated picture, and it was a call that

45:00

I had to make that indeed, his injury was still complete. It

45:04

was not a case of his injuries had healed. It's just that the

45:08

case of those nerve fibers grew back, just a few of them over

45:16

the length of his arm, and they could now mediate movement if

45:22

they were synchronized by electrical stimulation.

45:30

Cherie Young: Very impressive. You never cease to amaze me Dr

45:32

Happel.

45:35

Dr. Leo Happel: Oh, well, this what I was meant to do. This was

45:41

my calling.

45:43

Cherie Young: I truly believe that.

45:46

Dr. Leo Happel: I had the electronics background, I had

45:49

the biology background, and the circumstances just came up where

45:55

I could pull all of that together, and it created a

45:58

wonderful career for me.

46:02

Cherie Young: Right? Well, I would like to say thank you very

46:05

much for taking the time to do the interview. From ASET

46:11

Historical Society, we truly appreciate the opportunity to

46:16

interview you today and hear all of your history and how evoked

46:23

potential and intraoperative monitoring have evolved today.

46:28

Dr. Leo Happel: Well, it means a lot to me that you were the

46:30

person on the other side of the screen here asking the

46:33

questions, because I have to tell you that I appreciate all

46:38

that you have done. You know you were a gifted person, and I

46:43

recognize that you were a gifted technologist, and I have had

46:49

ample opportunity to recommend you as someone who was

46:53

particularly capable. So it's been a pleasure working with

46:59

you.

47:03

Cherie Young: Thank you very much. That is very sweet. I

47:05

wouldn't be where I am without your help, and

47:09

Dr. Leo Happel: probably works both ways

47:10

Cherie Young: You were my mentor and I was excited when I was

47:13

asked to do this interview for you. So...

47:15

Dr. Leo Happel: Cool. Well, I'm glad to do it. Glad to do it for

47:19

the society. Glad to do it for you in particular.

47:21

Cherie Young: Dr Happel, you've done a significant amount of

47:25

research in our field, and I'm sure you have been awarded.

47:32

Dr. Leo Happel: I have been and it was indeed a great and

47:36

special honor that was conveyed on me at the ASNM meeting in

47:41

Orlando, Florida, I was designated as the recipient of

47:46

the Richard Brown Lifetime Achievement Award in operative

47:51

monitoring, and I still have that plaque, which has a special

47:55

place in my heart. Richard Brown is no longer with us, but he was

48:00

a very good friend during his lifetime, and he really meant a

48:05

lot to me.

48:08

Cherie Young: Well, we appreciate you being one of the

48:10

pioneers in our field and sharing your wealth of knowledge

48:15

with all of us.

48:17

Dr. Leo Happel: Thank you very much.

Interactive Summary

Dr. Leo Happel, a PhD neurophysiologist and a pioneer in intraoperative neuromonitoring (IONM), reflects on his career beginning in the early 1970s at LSU and Charity Hospital. He describes the transition from assembling DIY monitoring equipment to the development of standardized tools and professional certification boards like ASNM. The interview covers his work in peripheral nerve surgery with Dr. David Klein, the inception of spinal monitoring with Dr. Andrew King, and his contributions to patient safety through practices like 'Happel's Law' and blood pressure management during surgery. Dr. Happel emphasizes that despite the high costs and insurance hurdles, the improved patient outcomes justify the necessity of neuromonitoring in modern medicine.

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