What is the initial approach to a patient presenting with shortness of breath?

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Initial Approach to a Patient Presenting with Shortness of Breath

The initial assessment of a patient with shortness of breath should begin with an 'ABCDE' (Airway, Breathing, Circulation, Disability, Exposure) evaluation, followed by immediate oxygen therapy if oxygen saturation is below target, and then a focused history and physical examination to determine the underlying cause. 1

Immediate Assessment and Stabilization

Step 1: Airway, Breathing, Circulation (ABC) Assessment

  • Assess airway patency
  • Evaluate breathing pattern and respiratory effort
  • Check circulation (pulse rate, blood pressure)
  • Record vital signs including respiratory rate, pulse rate, blood pressure, temperature, and oxygen saturation via pulse oximetry 1

Step 2: Oxygen Administration

  • For patients with oxygen saturation below 85% without risk of hypercapnic respiratory failure: Start with reservoir mask at 15 L/min
  • For patients with oxygen saturation below target but above 85% without risk factors for hypercapnic respiratory failure: Start with nasal cannulae (1-6 L/min) or simple face mask (5-10 L/min)
  • For patients with known COPD or at risk of hypercapnic respiratory failure: Use titrated oxygen therapy to achieve target saturation of 88-92% 1
  • Monitor oxygen saturation continuously until the patient is stable

Diagnostic Approach

Step 3: Focused History

  • Onset and duration of shortness of breath
  • Precipitating factors and alleviating factors
  • Associated symptoms (chest pain, cough, fever, orthopnea, etc.)
  • Past medical history (cardiac, pulmonary, or other conditions)
  • Medication history
  • Smoking history and occupational exposures 1

Step 4: Physical Examination

  • Signs of respiratory distress: Use of accessory muscles, nasal flaring, intercostal retractions
  • Vital signs: Tachypnea, tachycardia, hypotension, fever
  • Respiratory system: Decreased breath sounds, wheezing, crackles, pleural rub
  • Cardiovascular system: Jugular venous distention, S3 gallop, murmurs, peripheral edema
  • General assessment: Cyanosis, altered mental status 1, 2

Step 5: Initial Diagnostic Tests

  1. Pulse oximetry (all patients)
  2. ECG (especially for suspected cardiac causes)
  3. Chest radiography (first-line imaging study)
  4. Basic laboratory tests:
    • Complete blood count
    • Electrolytes and creatinine
    • Brain natriuretic peptide (BNP/NT-proBNP) to help distinguish cardiac from pulmonary causes 1, 2
  5. Arterial blood gases (for critically ill patients, unexpected fall in SpO2 below 94%, deteriorating oxygen saturation, or suspected metabolic conditions) 1

Common Causes and Specific Management

Cardiac Causes

  • Heart Failure: Look for jugular venous distention, S3 gallop, peripheral edema, bilateral crackles

    • BNP/NT-proBNP measurement (optimal cutoff for BNP: 100 pg/mL; sensitivity 0.98, specificity 0.47) 2
    • Echocardiography to distinguish between HFpEF and HFrEF 1
  • Acute Coronary Syndrome: Look for chest pain, diaphoresis, nausea

    • ECG changes
    • Cardiac biomarkers

Pulmonary Causes

  • COPD/Asthma Exacerbation: Look for wheezing, prolonged expiration, barrel chest

    • Bronchodilator therapy
    • Consider corticosteroids
    • For severe asthma: Use lower tidal volumes if mechanical ventilation is needed 1
  • Pneumonia: Look for fever, productive cough, localized crackles

    • Appropriate antibiotics based on likely pathogens
  • Pulmonary Embolism: Look for tachycardia, pleuritic chest pain, risk factors

    • D-dimer testing (if negative, helps rule out PE)
    • CT pulmonary angiogram if clinical suspicion is high or D-dimer is positive 1
  • Pneumothorax: Look for unilateral decreased breath sounds, tracheal deviation (if tension)

    • Immediate needle decompression for tension pneumothorax 1

Other Causes

  • Anemia: Look for pallor, fatigue

    • Complete blood count
  • Metabolic Acidosis: Look for Kussmaul breathing

    • Arterial blood gases
    • Electrolytes and glucose

Special Considerations and Pitfalls

Important Pitfalls to Avoid

  1. Failing to recognize agonal breathing as a sign of cardiac arrest - Dispatchers and providers should be educated to identify abnormal breathing patterns that may indicate cardiac arrest 2, 1

  2. Over-ventilating asthma patients - Can worsen air trapping and lead to barotrauma or decreased venous return 1

  3. Attributing shortness of breath to poor conditioning - When underlying pathology exists 1

  4. Missing cardiac arrest - Unconscious patients with abnormal or absent breathing should be presumed to be in cardiac arrest and CPR should be started immediately 1

  5. Overlooking multiple causes - In about one-third of patients, the etiology of dyspnea is multifactorial 3

Recognizing Life-Threatening Conditions

  • Tension pneumothorax: Unilateral chest movement, tracheal deviation, hypotension
  • Severe asthma/COPD: Silent chest, cyanosis, altered mental status
  • Pulmonary edema: Frothy sputum, diffuse crackles
  • Anaphylaxis: Urticaria, angioedema, stridor, wheezing

Follow-up Investigations

Based on initial assessment and suspected diagnosis, consider:

  • Pulmonary function testing for suspected obstructive or restrictive lung disease
  • Echocardiography for suspected heart failure, valvular disease, or pulmonary hypertension
  • CT chest for suspected interstitial lung disease, bronchiectasis, or other parenchymal lung diseases
  • Cardiopulmonary exercise testing for unexplained dyspnea when initial testing is normal 1

Remember that the initial approach must be systematic, prioritizing immediate stabilization while simultaneously pursuing diagnostic evaluation to determine the underlying cause.

References

Guideline

Assessment and Management of Shortness of Breath

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Causes and evaluation of chronic dyspnea.

American family physician, 2012

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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