What is the workup for a patient presenting with lightheadedness?

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Workup for Lightheadedness

The workup for lightheadedness should begin with categorizing the symptom into one of four types: vertigo, presyncope, disequilibrium, or non-specific lightheadedness, followed by targeted history, examination, and testing based on this initial classification. 1

Initial Assessment and Classification

Lightheadedness is a common symptom that can represent various underlying conditions ranging from benign to life-threatening. The first step is to classify the type of lightheadedness:

  1. Vertigo: Sensation of spinning or movement
  2. Presyncope: Feeling of impending faint
  3. Disequilibrium: Unsteadiness when standing/walking
  4. Non-specific lightheadedness: Vague symptoms not fitting other categories

Key History Elements

  • Timing and triggers: Positional changes, specific movements, time of day 2
  • Associated symptoms: Palpitations, sweating, nausea, hearing changes, visual disturbances 2
  • Duration: Seconds, minutes, hours
  • Medication review: Antihypertensives, vasodilators, diuretics 2
  • Cardiac history: Known arrhythmias, heart failure, valvular disease 2
  • Neurological symptoms: Focal weakness, speech changes, coordination issues

Physical Examination

Vital Signs

  • Orthostatic vital signs: Measure BP and HR supine, then after standing for 1-3 minutes
    • Classic orthostatic hypotension: ≥20 mmHg drop in systolic BP within 3 minutes 2
    • Delayed orthostatic hypotension: BP drop after >3 minutes 3
    • POTS: HR increase ≥30 bpm (≥40 bpm in 12-19 years) within 10 minutes without OH 2

Cardiovascular Examination

  • Heart sounds, murmurs (outflow obstruction)
  • Signs of heart failure (elevated JVP, edema, crackles)
  • Carotid bruits

Neurological Examination

  • Nystagmus: Direction, triggers
  • Dix-Hallpike maneuver: For suspected BPPV 2
  • Gait and balance assessment: For disequilibrium
  • Cranial nerve examination: Particularly CN VIII

Diagnostic Testing

First-Line Testing

  • 12-lead ECG: For all patients with suspected cardiac causes 2
    • Look for: Conduction disorders, arrhythmias, ischemic changes

Second-Line Testing (Based on Initial Classification)

  • Presyncope/Cardiac Suspected:

    • Ambulatory cardiac monitoring (24-hour to 30-day based on frequency) 2
    • Echocardiography if structural heart disease suspected 2
    • Tilt-table testing for recurrent unexplained syncope 2
  • Vertigo Suspected:

    • Audiometry if hearing symptoms present
    • Vestibular testing for persistent symptoms
  • Orthostatic Hypotension:

    • Extended standing test (up to 30 minutes) for delayed OH 3
    • Basic metabolic panel, CBC (anemia, dehydration)
  • Non-specific/Psychiatric:

    • Consider psychiatric evaluation for anxiety, depression, hyperventilation 1

Special Populations

Elderly Patients

  • Higher risk of polypharmacy effects
  • More likely to have multifactorial causes
  • More prone to orthostatic hypotension 2

Pediatric Patients

  • Different HR criteria for POTS (≥40 bpm increase) 2
  • Consider congenital heart disease
  • VVS more common 2

Treatment Approaches

Treatment depends on the underlying cause:

  • Orthostatic Hypotension:

    • Fluid resuscitation for dehydration 2
    • Increased salt and fluid intake 2
    • Consider midodrine for persistent symptoms 4
    • Reduce or withdraw medications causing hypotension 2
  • POTS:

    • Increased fluid/salt intake
    • Exercise reconditioning
    • Compression garments
  • Vertigo:

    • Canalith repositioning (Epley maneuver) for BPPV 2
    • Vestibular rehabilitation
  • Cardiac Causes:

    • Specific treatment based on underlying condition
    • Pacemaker for symptomatic bradyarrhythmias 2

Common Pitfalls to Avoid

  • Inadequate orthostatic testing: Standard 3-minute testing may miss delayed orthostatic hypotension
  • Overlooking medication effects: Always review medication list thoroughly
  • Premature cardiac focus: Not all lightheadedness is cardiac in origin
  • Missing POTS: Requires specific testing for heart rate changes with positional changes
  • Incomplete neurological exam: Missing subtle neurological findings

Remember that approximately 20% of cases may remain without a definitive diagnosis despite thorough evaluation 1. In these cases, symptomatic treatment and close follow-up are appropriate.

References

Research

Dizziness: a diagnostic approach.

American family physician, 2010

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Delayed orthostatic intolerance.

Archives of internal medicine, 1992

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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