What is the ideal flow chart for diagnosing and managing heart failure?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: October 31, 2025View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Heart Failure Diagnosis and Management Flow Chart

The ideal flow chart for diagnosing and managing heart failure follows a staged approach based on risk factors, symptoms, diagnostic testing, and treatment strategies tailored to heart failure classification and severity.

Diagnostic Algorithm

Initial Assessment

  • Evaluate patients with suspected heart failure through a focused history, physical examination, 12-lead ECG, and chest radiograph 1
  • Assess for key symptoms (dyspnea, fatigue) and signs (edema, rales) 1
  • Initial laboratory evaluation should include complete blood count, urinalysis, electrolytes, BUN, creatinine, glucose, lipid profile, liver function tests, and thyroid-stimulating hormone 1

Diagnostic Pathway

  • For non-acute presentation: Measure B-type natriuretic peptide (BNP) or NT-proBNP 1
    • Normal levels (BNP <100 pg/mL or NT-proBNP <400 pg/mL): Heart failure unlikely 1
    • Elevated levels: Proceed to echocardiography 1
  • For acute onset: Proceed directly to ECG, chest X-ray, and echocardiography 1
  • Patients with previous myocardial infarction should proceed directly to echocardiography 1

Confirmatory Testing

  • Two-dimensional echocardiography with Doppler is essential to assess left ventricular ejection fraction (LVEF), chamber size, wall thickness, and valve function 1
  • Additional testing based on suspected etiology may include coronary arteriography for patients with angina or significant ischemia 1

Heart Failure Classification

Stages of Heart Failure

  • Stage A: At risk for heart failure but without structural heart disease or symptoms 1, 2
    • Risk factors include hypertension, diabetes, obesity, metabolic syndrome, cardiotoxin exposure 1
  • Stage B: Structural heart disease but without symptoms 1, 2
    • Includes LV remodeling, LV hypertrophy, reduced exercise tolerance, asymptomatic valvular disease 1
  • Stage C: Structural heart disease with previous or current symptoms 1, 2
    • Shortness of breath, fatigue, reduced exercise tolerance 1
  • Stage D: Advanced heart failure requiring specialized interventions 1, 2
    • Refractory symptoms despite maximal medical therapy 1

Classification by Ejection Fraction

  • HFrEF: Heart failure with reduced ejection fraction (LVEF ≤40%) 1, 2
  • HFmrEF: Heart failure with mildly reduced ejection fraction (LVEF 41-49%) 1, 2
  • HFpEF: Heart failure with preserved ejection fraction (LVEF ≥50%) 1, 2
  • HFimpEF: Heart failure with improved ejection fraction (baseline LVEF ≤40% with ≥10% improvement to >40%) 2

Management Algorithm

Pharmacological Treatment by Stage

  • Stage A: Risk factor modification 1, 3
    • ACE inhibitors or ARBs for appropriate patients (hypertension, diabetes) 1
    • Statins for dyslipidemia 1, 3
  • Stage B: Add to Stage A treatments 1
    • ACE inhibitors or ARBs 1
    • Beta-blockers for appropriate patients (post-MI, reduced EF) 1, 3
  • Stage C: Add to Stage B treatments 1
    • Diuretics for fluid retention 1, 4
    • Beta-blockers 1, 3
    • Aldosterone antagonists in selected patients 1
    • Consider sacubitril/valsartan for HFrEF as it reduces cardiovascular death and heart failure hospitalization compared to enalapril 5
  • Stage D: Add to Stage C treatments 1
    • Consider advanced therapies: implantable defibrillators, ventricular assist devices, heart transplantation 1
    • Inotropic support for patients with low cardiac output 3

Non-Pharmacological Management

  • Daily weight monitoring and reporting weight gains >2 kg in 3 days 3
  • Moderate sodium restriction 3, 6
  • Regular physical activity as tolerated 3
  • Smoking cessation and limited alcohol intake 3

Follow-up and Monitoring

  • Schedule early follow-up within 7-14 days after hospital discharge 3, 4
  • Regular monitoring of renal function and electrolytes, especially after medication changes 4
  • Assess for signs of worsening heart failure (increased dyspnea, fatigue, edema, weight gain) 4

Common Pitfalls to Avoid

  • Inadequate diuresis in volume-overloaded patients 3
  • Failure to uptitrate medications to target doses 3
  • Neglecting patient education and self-care strategies 3
  • Inadequate transitional care planning leading to early readmissions 3

Special Considerations

  • For patients with HFpEF, diagnosis requires symptoms/signs of HF, preserved EF (≥50%), elevated natriuretic peptides, and objective evidence of cardiac dysfunction 1
  • Multidisciplinary heart failure disease management programs improve outcomes for high-risk patients 3

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

Guideline

Initial Management of Congestive Heart Failure

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Management of Heart Failure with Pancytopenia

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.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.