What is heart failure, including its pathophysiology, investigation, treatment, and follow-up?

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Heart Failure: Pathophysiology, Investigation, and Management

Heart failure is a clinical syndrome characterized by typical symptoms such as breathlessness, fatigue, and ankle swelling, caused by a structural and/or functional cardiac abnormality resulting in reduced cardiac output and/or elevated intracardiac pressures at rest or during stress. 1

Definition and Classification

  • Heart failure is defined by the presence of symptoms (typically breathlessness, fatigue, or ankle swelling) AND objective evidence of cardiac dysfunction at rest 1
  • Heart failure is classified based on left ventricular ejection fraction (LVEF) into:
    • Heart failure with reduced ejection fraction (HFrEF): LVEF ≤40% 1, 2
    • Heart failure with mid-range ejection fraction (HFmrEF): LVEF 40-49% 1
    • Heart failure with preserved ejection fraction (HFpEF): LVEF ≥50% 1, 2
  • Severity is commonly assessed using the New York Heart Association (NYHA) functional classification, ranging from class I (no limitation of physical activity) to class IV (symptoms at rest) 1, 2

Pathophysiology

  • Heart failure results from injury to the myocardium from various causes including ischemic heart disease, hypertension, and diabetes 3
  • Following cardiac injury, several compensatory mechanisms occur: 4, 3
    • Frank-Starling mechanism (increased preload to maintain cardiac output)
    • Ventricular remodeling (increased ventricular volume and wall thickness)
    • Neurohormonal activation (sympathetic nervous system and renin-angiotensin-aldosterone system)
  • These initially beneficial compensatory mechanisms eventually lead to a vicious cycle of worsening heart failure 3
  • Symptoms arise from:
    • Increased pulmonary capillary pressure causing pulmonary edema and breathlessness 1
    • Low cardiac output leading to fatigue and peripheral hypoperfusion 1
    • Fluid retention causing peripheral edema and hepatomegaly 1

Clinical Presentation

  • Characteristic symptoms include: 1
    • Breathlessness (at rest or during exertion)
    • Fatigue
    • Ankle swelling
  • Common signs include: 1
    • Elevated jugular venous pressure
    • Pulmonary crackles
    • Peripheral edema
    • Third heart sound (S3 gallop)
    • Displaced cardiac apex
  • The relationship between symptoms and severity of cardiac dysfunction is often poor 1

Investigation

  • Initial evaluation should include: 5
    • History and physical examination
    • Chest radiography (to identify venous congestion or interstitial edema)
    • Electrocardiography
    • Laboratory assessment (including renal function, electrolytes)
  • Echocardiography is the diagnostic standard to confirm heart failure through assessment of left ventricular ejection fraction 5
  • B-type natriuretic peptide (BNP) or NT-proBNP measurement is valuable for diagnosis, with normal levels making systolic heart failure unlikely 4, 5
  • Additional investigations may include: 1, 6
    • Evaluation for ischemic heart disease (especially if angina is present)
    • Cardiac MRI for specific etiologies
    • Pulmonary function tests to exclude respiratory causes

Treatment

Pharmacological Management

  • Core pharmacological therapy for HFrEF includes: 6
    • ACE inhibitors/ARBs/ARNIs (first-line therapy for mortality reduction)
    • Beta-blockers (essential for reducing mortality and hospitalizations)
    • Mineralocorticoid receptor antagonists (MRAs)
    • SGLT2 inhibitors (newer addition with proven mortality benefit)
  • Diuretics are essential for symptomatic treatment of fluid overload 7, 2, 6
  • Additional therapies for selected patients may include: 6
    • Hydralazine and isosorbide dinitrate (particularly beneficial in African American patients)
    • Digoxin (to reduce symptoms and enhance exercise tolerance)

Management of Acute Decompensation

  • For acute heart failure: 7, 6
    • Monitor heart rate, rhythm, blood pressure, and oxygen saturation continuously
    • Maintain oxygen saturation above 90%
    • Promptly administer diuretics to relieve congestion
    • Consider inotropic support (dobutamine, milrinone) for patients with low cardiac output

Non-Pharmacological Management

  • Patient education about heart failure, symptom recognition, and self-monitoring 2
  • Daily weight monitoring with reporting of weight gains >2 kg in 3 days 2
  • Moderate sodium restriction and regular physical activity 2
  • Exercise training to improve clinical status in ambulatory patients 6

Advanced Heart Failure Management

  • For refractory heart failure (Stage D), consider: 6
    • Mechanical circulatory support
    • Heart transplantation
    • Palliative care for improving quality of life

Follow-up

  • Schedule early follow-up within 7-14 days after hospital discharge 2, 6
  • Implement multidisciplinary heart failure disease-management programs 2, 6
  • Monitor renal function and electrolytes regularly, especially after medication dose changes 6
  • Before discharge, ensure: 7
    • The acute episode has resolved
    • Congestion is absent
    • A stable oral diuretic regimen has been established for at least 48 hours

Common Pitfalls to Avoid

  • Inadequate diuresis in volume-overloaded patients 2
  • Failure to uptitrate medications to target doses 2
  • Neglecting patient education and self-care strategies 2
  • Inadequate transitional care planning leading to early readmissions 2
  • Excessive fluid administration in patients with right ventricular dilation 7

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Heart Failure Management Guidelines

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

The pathophysiology of heart failure.

Cardiovascular pathology : the official journal of the Society for Cardiovascular Pathology, 2012

Research

Pathophysiology of heart failure.

Cardiovascular diagnosis and therapy, 2021

Research

Diagnosis and evaluation of heart failure.

American family physician, 2012

Guideline

Heart Failure Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Treatment of Right Heart Failure

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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