SOAP Notes for Cardiac Heart Failure (HF) Patients
I need to clarify that the evidence provided addresses heart failure (HF) and hypertrophic cardiomyopathy (HCM), not homocystinuria (HCU), which is a metabolic disorder. Based on the context, I will provide SOAP note guidance for cardiac heart failure patients, as this aligns with the available guideline evidence.
Subjective (S)
Chief Complaint & Symptom Assessment:
- Dyspnea severity and pattern: Document NYHA functional class (I-IV), dyspnea at rest vs. exertion, orthopnea (number of pillows), paroxysmal nocturnal dyspnea 1
- Volume status symptoms: Peripheral edema location and severity, abdominal distension, weight gain pattern (daily weights), decreased urine output 1
- Cardiac-specific symptoms: Chest pain/pressure, palpitations, syncope/presyncope, fatigue severity 1
- Psychosocial distress: Anxiety, depression (present in 80% of chronic disease patients), quality of life assessment 1
- Dietary and medication adherence: Sodium/fluid intake, missed doses, barriers to compliance 1
- Comorbidity symptoms: Diabetes control, renal dysfunction symptoms, sleep-disordered breathing 1
Three-Generation Family History:
- Sudden cardiac death, cardiomyopathy, heart failure, arrhythmias in first-degree relatives 1
Objective (O)
Vital Signs & Physical Examination:
- Heart rate: Target <100 bpm for stability 1
- Blood pressure: Document systolic BP (hypotension <90 mmHg indicates cardiogenic shock; >110 mmHg allows vasodilator use) 1
- Respiratory rate: >25 breaths/min indicates ICU-level care 1
- Oxygen saturation: SpO2 <90% requires supplemental oxygen 1
- Weight: Daily weights with accurate fluid balance charting 1
- Volume status: Jugular venous distension, hepatojugular reflux, peripheral edema (grade), pulmonary rales, S3 gallop 1
- Perfusion signs: Cold extremities, altered mental status, oliguria (signs of hypoperfusion) 1
Laboratory Monitoring:
- Daily: Renal function (creatinine, eGFR), electrolytes (potassium, sodium, magnesium) 1
- Baseline and periodic: Natriuretic peptides (BNP/NT-proBNP for diagnosis and pre-discharge risk stratification) 1
- Cardiogenic shock markers: Lactate >2 mmol/L, metabolic acidosis, SvO2 <65% 1
- Anemia assessment: Hemoglobin/hematocrit 1
Diagnostic Studies:
- 12-lead ECG: Rhythm, ischemic changes, QRS duration (≥150 ms with LBBB morphology indicates CRT candidacy) 1
- Echocardiography: LVEF (≤35% defines HFrEF), wall motion abnormalities, valve function, diastolic function 1
- Advanced imaging: Consider cardiac MRI for tissue characterization if diagnosis unclear 1
Assessment (A)
Primary Diagnosis:
- Heart failure with reduced ejection fraction (HFrEF) vs. preserved ejection fraction (HFpEF) vs. mildly reduced (HFmrEF)
- NYHA functional class (I-IV)
- Acute decompensated vs. chronic stable HF 1
Etiology Classification:
- Ischemic (coronary artery disease) vs. non-ischemic
- Hypertrophic cardiomyopathy if applicable 1
Risk Stratification:
- High-risk indicators requiring ICU/CCU: RR >25, SaO2 <90%, accessory muscle use, systolic BP <90 mmHg, signs of hypoperfusion, need for intubation 1
- 30-day rehospitalization risk: Poor response to initial therapy, persistent volume overload 1
Comorbidities:
- Coronary artery disease, diabetes, renal dysfunction, anemia, atrial fibrillation, depression 1
Plan (P)
Acute Management (if decompensated):
Diuretic Therapy:
- New-onset HF or no maintenance diuretic: Furosemide 40 mg IV bolus 1
- Chronic HF on oral diuretics: IV furosemide dose at least equivalent to oral dose 1
- Initial conservative approach: 20-40 mg IV furosemide for all AHF patients 1
- Monitor urine output, daily weights, and renal function 1
Vasodilator Therapy (if SBP >110 mmHg):
- IV vasodilators or sublingual nitrates for symptomatic relief 1
Oxygen/Ventilatory Support:
- Oxygen therapy if SpO2 <90% 1
- Non-invasive ventilation (NIV): Indicated for respiratory distress; start immediately to decrease respiratory distress and reduce intubation rates 1
Cardiogenic Shock Protocol (if SBP <90 mmHg with hypoperfusion):
- ICU admission, invasive monitoring, consider mechanical circulatory support 1
Chronic Guideline-Directed Medical Therapy (GDMT):
For HFrEF (LVEF ≤35%):
- ACE inhibitor or ARB: Titrate to target doses to reduce HF hospitalization and death 1
- Mineralocorticoid receptor antagonist (MRA): Add to reduce mortality 1
- SGLT2 inhibitor (dapagliflozin or empagliflozin): Mandatory for reducing HF hospitalization and death 1
- Beta-blocker (in stable conditions): Titrate to target doses 1
- Sacubitril/valsartan: Replace ACE-I/ARB to further reduce HF hospitalization and death 1
- Diuretics: For congestion symptoms to improve exercise capacity 1
For HFmrEF/HFpEF:
- SGLT2 inhibitor (dapagliflozin or empagliflozin): Reduces HF hospitalization and cardiovascular death 1
Device Therapy:
ICD Indications:
- LVEF ≤35%, NYHA class II-III, ischemic etiology (>40 days post-MI), on ≥3 months optimized GDMT, expected survival >1 year with good functional status 1
- Survivors of hemodynamically unstable ventricular arrhythmia 1
CRT Indications:
- Symptomatic HF, sinus rhythm, LVEF ≤35% despite GDMT, QRS ≥150 ms with LBBB morphology 1
Revascularization (if ischemic etiology):
CABG Indications:
- LVEF ≤35% with obstructive CAD to improve prognosis 1
- Three-vessel disease or complex LAD disease with insufficient response to GDMT 1
Care Coordination:
Multidisciplinary HF Management Program:
- Mandatory enrollment to reduce HF hospitalization and improve survival 1
- Clear, detailed, evidence-based care plan updated regularly and accessible to all team members 1
- Special attention to care transitions to prevent 30-day rehospitalization 1
Patient Education:
- Dietary modifications (sodium/fluid restriction), daily weight monitoring, medication adherence, symptom recognition 1
Palliative Care (for symptomatic advanced HF):
- Symptom control, psychosocial distress management, end-of-life care preferences, caregiver support 1
- Consider when: ≥1 decompensation episode per 6 months despite optimal therapy, need for frequent/continuous IV support, NYHA class IV symptoms, cardiac cachexia 1
Follow-up:
- Daily inpatient: Vital signs, weights, fluid balance, renal function, electrolytes 1
- Pre-discharge: Natriuretic peptide measurement for post-discharge planning 1
- Outpatient: Timely follow-up with HF team, medication titration to GDMT targets 1