Definition of Congestive Heart Failure
Congestive heart failure (CHF) is a clinical syndrome requiring both symptoms of heart failure (breathlessness, fatigue, or ankle swelling) AND objective evidence of cardiac dysfunction (systolic and/or diastolic) documented by echocardiography at rest. 1, 2
Core Diagnostic Criteria
The diagnosis of CHF requires fulfillment of two mandatory criteria according to the European Society of Cardiology 1:
- Criterion I: Symptoms of heart failure at rest or during exercise, including breathlessness, fatigue, or ankle swelling 1, 2
- Criterion II: Objective evidence of cardiac dysfunction (preferably by echocardiography) demonstrating systolic and/or diastolic abnormalities at rest 1, 2
- Criterion III (supportive): Response to heart failure treatment, though this alone is insufficient for diagnosis 1
Both Criteria I and II must be fulfilled in all cases - symptoms alone or cardiac dysfunction alone do not constitute heart failure. 1
Pathophysiological Basis
CHF results from any structural or functional cardiac disorder that impairs the ventricle's ability to fill with or eject blood adequately. 2, 3, 4
The syndrome can arise from disorders affecting 1, 2:
- Myocardium (most common - coronary artery disease, hypertension, cardiomyopathy) 2, 5, 4
- Valves (stenosis or regurgitation) 1, 2
- Pericardium (constrictive or restrictive disease) 1, 2
- Endocardium (restrictive cardiomyopathy) 1, 2
- Conduction system (arrhythmias) 1, 2
The failing heart triggers compensatory mechanisms including increased cardiac output via the Frank-Starling mechanism, ventricular remodeling, and neurohormonal activation - all of which initially maintain function but ultimately worsen the condition. 4
Classification by Ejection Fraction
The European Society of Cardiology classifies heart failure into three distinct categories based on left ventricular ejection fraction (LVEF) 2:
- Heart Failure with Reduced Ejection Fraction (HFrEF): LVEF <40% 2
- Heart Failure with Mid-Range Ejection Fraction (HFmrEF): LVEF 40-49% 2
- Heart Failure with Preserved Ejection Fraction (HFpEF): LVEF ≥50% 2
Both systolic and diastolic dysfunction typically coexist regardless of ejection fraction category. 1, 2 Diastolic heart failure is more common in elderly patients, women, and those with systolic hypertension and myocardial hypertrophy with fibrosis. 1, 2
Cardinal Clinical Manifestations
Symptoms
The characteristic symptoms include 1, 2:
- Breathlessness (dyspnea) at rest or with exertion, including orthopnea and paroxysmal nocturnal dyspnea 1, 2
- Fatigue and exercise intolerance from low cardiac output, peripheral hypoperfusion, and skeletal muscle deconditioning 1, 6
- Ankle swelling from fluid retention 1, 2
Signs
Common physical examination findings include 2, 7:
- Elevated jugular venous pressure 2
- Pulmonary rales (crackles) - the hallmark lung finding indicating pulmonary congestion 7
- Peripheral edema 2
- Hepatomegaly and hepatojugular reflux 1
- S3 gallop rhythm 7
Important caveat: Symptoms and signs may be difficult to interpret in elderly patients, obese individuals, and women, requiring careful assessment of different modes (effort-related versus nocturnal). 1
Terminology Clarifications
Preferred Nomenclature
The American College of Cardiology prefers the term "heart failure" over "congestive heart failure" because not all patients have volume overload at initial or subsequent evaluations. 2
Descriptive Terms with Limited Clinical Utility
The following terms are descriptive but provide no etiological information and are therefore of limited use in determining modern treatment 1:
- Right versus left heart failure: Refers to predominant congestion of systemic versus pulmonary veins, but does not necessarily indicate which ventricle is most damaged 1
- High-output versus low-output failure 1
- Forward versus backward failure 1
- Congestive, overt, or treated heart failure 1
Severity Classification
Mild, moderate, or severe heart failure describes symptom severity 1:
- Mild: Patients can move around with no important limitations of dyspnea or fatigue 1
- Moderate: Intermediate symptom burden 1
- Severe: Markedly symptomatic patients requiring frequent medical attention 1
The NYHA (New York Heart Association) classification is widely used to categorize functional capacity from Class I (no limitation) to Class IV (symptoms at rest). 1
Critical Diagnostic Principles
Heart failure should never be the only diagnosis - the underlying cause must always be identified to guide specific treatment approaches. 1, 2
The diagnosis is primarily clinical, based on careful history and physical examination, supported by appropriate investigations (particularly echocardiography). 1, 2
A clinical response to treatment alone is insufficient for diagnosis, though patients should generally demonstrate improvement in symptoms and/or signs with appropriate therapy such as diuretics or nitrates. 1
Asymptomatic structural or functional cardiac abnormalities are considered precursors of symptomatic heart failure and are associated with high mortality, warranting identification and treatment. 2
Epidemiology and Prognosis
The prevalence of heart failure is 2-3% in the general population, rising sharply to 10-20% in those aged 70-80 years. 1 CHF affects over 5 million people in the United States and is one of the most common reasons for hospitalization in those aged 65 and over. 3, 4
The prognosis remains poor despite modern therapy: Overall, 50% of patients are dead at 4 years, and 40% of patients admitted to hospital are dead or readmitted within 1 year. 1 The condition carries a 50% 5-year mortality despite significant advances in understanding and treatment. 4