Evaluation of Patients for Ventricular Dysfunction and Heart Failure

Common Errors in Initial Assessment

General History. Historical information should be well-documented wherever possible. For example, electrocardiographic or enzyme evidence of prior MI should be reviewed, rather than relying on the patient's description of the event. Early symptoms of HF, such as cough and rales, often are incorrectly attributed to respiratory infection. Specific evidence should be sought to confirm or refute the diagnosis.

Physical Examination. There are a number of ways in which the patient's volume status may be misjudged. Rales may be due to pulmonary disease, rather than pulmonary edema. Conversely, severe chronic volume overload may occur in the absence of pulmonary rales. Edema may be due to venous stasis disease or medications such as calcium channel blockers, rather than volume overload. Assessment of jugular venous pressure and its wave form is invaluable in the accurate assessment of volume status. However, the absence of evidence of volume overload on examination does not exclude the possibility of severe functional impairment related to HF. In addition, patients may have volume expansion and yet not manifest rales on chest examination. Cardiac murmurs may vary significantly depending upon the patient's volume status. Decreased murmur intensity may be due to elevated filling pressures or low cardiac output.

Recommendation

4.18

Routine endomyocardial biopsy is not recommended in cases of new-onset HF. Endomyocardial biopsy should be considered in patients with rapidly progressive clinical HF or ventricular dysfunction, despite appropriate medical therapy. Endomyocardial biopsy also should be considered in patients suspected of having myocardial infiltrative processes, such as sarcoidosis or amyloidosis, or in patients with malignant arrhythmias out of proportion to LV dysfunction, where sarcoidosis and giant cell myocarditis are considerations. (Strength of Evidence = C)

Background

In patients who present with rapidly progressive signs and symptoms of HF and ventricular dysfunction (often associated with a dilated left ventricle and new ventricular arrhythmias or conduction abnormalities) and are poorly responsive to appropriate medical therapy, the diagnosis of giant cell myocarditis should be considered. Retrospective data suggest that this disease is associated with high mortality rates and that it may respond to immunosuppression.84,101 Clinical trials performed in patients with more common forms of lymphocytic myocarditis have failed to demonstrate a clinical benefit from immunosuppressive therapy, and these patients have a high rate of spontaneous recovery.102,103 Other clinical scenarios that may warrant considerations for endomyocardial biopsy including suspicion for eosinophilic/hypersensitivity myocarditis or drug-induced cardiomyopathy, and the confirmation of infiltrative cardiomyopathies, such as amyloidosis (systemic or transyretin) or sarcoidosis, or suspected forms of cardiomyopathies, such as glycogen storage disease. 104

Recommendation

4.19

It is recommended that clinical evaluation at each follow-up visit include determination of the elements listed in Table 4.9. (Strength of Evidence = B).

These assessments should include the same symptoms and signs assessed during the initial evaluation. (Strength of Evidence = B)

Background

Volume Assessment. Determination of serial changes in volume status is a critical part of the follow-up of the patient with HF. Ongoing efforts to achieve diuresis may be underway as part of the management plan. Diuretic therapy can be difficult to adjust, and identifying the optimal maintenance dose can be challenging. States of persistent fluid overload or excessive weight loss are common. Restriction of dietary sodium intake is a key factor in optimizing fluid balance. Improved adherence to dietary sodium restriction may result in significant negative fluid balance, mandating adjustment of diuretic therapy.

Pharmacologic Therapy. The difficulty associated with maintaining an appropriate pharmacologic regimen in patients with HF is well known, even when the patient has experienced clinical benefit from specific medications. Economic factors, polypharmacy, side effects, and misperceptions concerning the relationship of medications to specific somatic feelings all limit adherence with chronic medical regimens. Careful review of current medications may uncover lack of adherence and also detect use of over-the-counter medications that may be detrimental.

Recommendation

4.20

In the absence of deteriorating clinical presentation, repeat measurements of ventricular volume and LVEF should be considered in these limited circumstances:

  • When a prophylactic implantable cardioverter defibrillator (ICD) or cardiac resynchronization therapy device and defibrillator (CRT-D) placement is being considered in order to determine that LVEF criteria for device placement are still met after medical therapy (Strength of Evidence = B)
  • When patients show substantial clinical improvement (for example, in response to beta blocker treatment or following pregnancy in patients with peripartum cardiomyopathy). Such change may denote improved prognosis, although it does not in itself mandate alteration or discontinuation of specific treatments (see Section 7). (Strength of Evidence = C)
  • In alcohol and cardiotoxic substance abusers who have discontinued the abused substance. (Strength of Evidence = C)
  • In patients receiving cardiotoxic chemotherapy. (Strength of Evidence = B)

Repeat determination of LVEF is usually unnecessary in patients with previously documented LV dilatation and low LVEF who manifest worsening signs or symptoms of HF, unless the information is needed to justify a change in patient management (such as surgery or device implantation). (Strength of Evidence = C)

Background

Follow-Up Assessment of Ventricular Function. There generally is no reason for repeat echocardiography unless it is anticipated that findings will prompt a change in therapy. There is no evidence that changes in LV volume or LVEF warrant modifications in therapy with drugs such as ACE inhibitors or beta blockers. However, the substantial improvement or normalization in LV volumes and LVEF often seen with beta blocker treatment is associated with improved prognosis, and patients deserve this information. It is reasonable to consider repeat echocardiography for this purpose at least 3 or more months after initiation of beta blockade, particularly if the patient has manifested improvement in signs and symptoms of HF.

In patients with previously documented ventricular dilatation and reduced LVEF, repeat measurement should be considered if the finding of further reduction in LVEF is likely to prompt additional treatment. A good example is the patient manifesting progressive signs and symptoms of HF who might be listed for cardiac transplantation if further worsening of LVEF is not prevented.

Recommendation

4.21

It is recommended that reevaluation of electrolytes and renal function occur at least every 6 months in clinically stable patients and more frequently following changes in therapy or with evidence of change in volume status. More frequent assessment of electrolytes and renal function is recommended in patients with severe HF, those receiving high doses of diuretics, those on aldosterone antagonists, and those who are clinically unstable. (Strength of Evidence = C)

See Section 7 for recommendations for patients on an aldosterone receptor antagonist.

Background

The approach to laboratory assessment during follow-up must be individualized. Circumstances requiring more frequent monitoring of renal function and electrolytes include severe HF, changes in volume status or worsening signs and symptoms of HF, diabetes, prescription of an aldosterone antagonist, and initiation or active adjustment of ACE inhibitors or diuretics. Moderate to severe renal dysfunction is common in patients with HF and reduced LVEF and in patients with HF and preserved LVEF, and it may be associated with hyperkalemia. Diabetics, elderly and patients with chronic renal insufficiency are at particular risk for hyperkalemia and require more frequent laboratory monitoring during follow-up.

The role of serial measurements of cardiac biomarkers remains controversial, although some studies have suggested that sequential monitoring may provide useful risk prediction,105 even though the precise test ranges and frequencies have not yet been established.106 The role of BNP and NT-proBNP in risk stratification has been very consistent, although the majority of studies have demonstrated the value of a single-point measurement as it relates to long-term outcomes. The STARS-BNP (Systolic Heart Failure Treatment Supported by BNP) study demonstrated a significant reduction in HF death or HF hospitalization for patients randomized to BNP-guided therapy.107 Other studies of biomarker-guided therapeutic management of HF have not demonstrated improved clinical outcomes associated with this approach as compared to standard clinical management, although some benefits have been found in specific subgroups such as those <75 years of age and in patients whose NT-proBNP were consistently below target levels during follow-up.108,109 The incremental value of serial BNP testing solely for the purpose of risk stratification has not been established.

Table 4.9: Elements to Determine at Follow-Up Visits of HF Patients

Functional capacity and activity level

Changes in body weight

Patient understanding of and compliance with dietary sodium restriction

Patient understanding of and compliance with medical regimen

History of arrhythmia, syncope, presyncope, palpitation or ICD discharge

Adherence and response to therapeutic interventions

The presence or absence of exacerbating factors for HF, including worsening ischemic heart disease, hypertension, and new or worsening valvular disease