How Cardiac Conditions Cause Orthopnea
Orthopnea in cardiac conditions occurs primarily when lying supine causes redistribution of fluid from dependent areas to the thoracic compartment, increasing pulmonary venous and capillary pressures, which leads to interstitial pulmonary edema, reduced pulmonary compliance, increased airway resistance, and resultant dyspnea. 1
Pathophysiological Mechanism
Orthopnea is a cardinal symptom of heart failure and other cardiac conditions, with a specific pathophysiological sequence:
Fluid Redistribution: When a patient lies flat, approximately 250-500 cc of fluid mobilizes from dependent venous reservoirs in the abdomen and lower extremities into the thoracic compartment 1
Increased Pressures: This fluid shift causes:
- Elevated pulmonary venous pressure
- Increased pulmonary capillary pressure
- Further elevation of already high right and left-sided filling pressures
Pulmonary Effects: These pressure changes lead to:
- Interstitial pulmonary edema
- Reduced pulmonary compliance
- Increased airway resistance
- Expiratory flow limitation (EFL) 2
Increased Work of Breathing: The diaphragm pressure-time product per minute (PTPdi/min), an index of respiratory muscle metabolic consumption, significantly increases in the supine position in heart failure patients 3
Cardiac Conditions Associated with Orthopnea
Several cardiac conditions can cause orthopnea through these mechanisms:
Heart Failure: Most common cause, with orthopnea correlating with high pulmonary capillary wedge pressure (PCWP) with sensitivity approaching 90% 1
Valvular Heart Disease: Particularly mitral stenosis or regurgitation, which increases left atrial pressure 1
Pericardial Disease: Including pericardial effusion and tamponade 1
Pulmonary Hypertension: Can develop secondary to left heart disease 1
Clinical Significance
Orthopnea has important diagnostic and prognostic implications:
- It strongly correlates with increased diaphragmatic effort 3
- Persistent orthopnea is associated with higher rates of hospitalization during follow-up 1
- It can be objectively assessed by asking patients to lie supine for a defined period (e.g., 2 minutes) while monitoring respiratory rate and breathlessness 1
Expiratory Flow Limitation in Orthopnea
A key component of orthopnea in cardiac conditions is the development of expiratory flow limitation (EFL) in the supine position:
- Studies show that in acute left heart failure, 7 out of 9 patients exhibited EFL when supine 2
- Treatment with vasodilators and diuretics can abolish supine EFL and help control orthopnea 2
- This suggests that posture-related increase in bronchial obstruction is a major mechanism of orthopnea in heart failure 2
Distinguishing Features from Non-Cardiac Causes
While orthopnea is highly suggestive of cardiac disease, it's important to distinguish it from other causes:
- Cardiac Orthopnea: Typically relieved quickly by sitting upright, associated with other signs of heart failure
- Pulmonary Orthopnea: May be present in COPD or asthma but typically has different associated symptoms
- Obesity-Related Orthopnea: Mechanical compression of diaphragm without fluid redistribution 1
Clinical Assessment
When evaluating orthopnea:
- Measure severity by number of pillows needed to sleep comfortably
- Assess for associated symptoms like paroxysmal nocturnal dyspnea (PND)
- Look for other signs of heart failure (elevated jugular venous pressure, peripheral edema)
- Consider that orthopnea with PND has a negative predictive value of 97-99% for heart failure when absent 4
Orthopnea represents a key clinical sign that should prompt thorough cardiac evaluation, as it directly reflects the pathophysiological consequences of cardiac dysfunction on pulmonary function.