What is the appropriate workup for a patient presenting with palpitations?

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Last updated: February 9, 2026View editorial policy

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Workup for Palpitations

Obtain a 12-lead ECG immediately to document the rhythm, identify pre-excitation patterns, and determine whether the tachycardia is regular or irregular—this single distinction fundamentally changes your entire diagnostic approach and risk stratification. 1

Immediate Clinical Assessment

Critical History Elements

  • Characterize the rhythm pattern: Ask specifically whether palpitations feel regular or irregular, as this is the most important diagnostic factor 1
  • Onset and termination: Sudden onset with sudden termination strongly suggests AVNRT or AVRT, particularly in younger patients 1, 2
  • Response to vagal maneuvers: Termination with Valsalva or carotid massage confirms re-entrant tachycardia involving AV nodal tissue 1, 2
  • Frequency and duration: Document number of episodes, how long each lasts, and how often they occur 3, 1
  • Precipitating factors: Specifically inquire about alcohol, caffeine, sleep deprivation, emotional stress, exercise, and large meals—patients often don't volunteer this information 3
  • Associated symptoms: Ask about syncope, presyncope, chest pain, dyspnea, and polyuria (occurs in ~15% of SVT patients) 3, 1, 2

Physical Examination Findings

  • Irregular pulse and jugular venous pulsations suggest atrial fibrillation 3
  • Variation in first heart sound intensity or absence of a previously heard fourth heart sound indicates AF 3
  • Irregular cannon A waves during tachycardia strongly suggest ventricular origin 1
  • Examine for valvular disease, heart failure, and structural abnormalities 3

Mandatory Initial Testing

All Patients Require:

  • 12-lead ECG: Look for pre-excitation (delta waves), conduction abnormalities, and baseline rhythm 3, 1
  • Thyroid function tests: Hyperthyroidism causes 5-15% of AF cases, especially in patients over 60 1
  • Complete blood count, electrolytes (especially potassium), renal function, and hepatic function 3, 1
  • Chest radiograph: Evaluate for pulmonary pathology and pulmonary vasculature 3

Echocardiography Indications:

  • All patients with documented sustained SVT to exclude structural heart disease that physical examination alone cannot detect 1
  • Clinical suspicion of valvular aortic stenosis, hypertrophic cardiomyopathy, or tachycardia-mediated cardiomyopathy 1
  • Any patient with AF to assess left atrial and ventricular dimensions, wall thickness, function, and exclude valvular or pericardial disease 3

Rhythm Documentation Strategy

For Daily Palpitations:

  • 24-48 hour Holter monitoring is the appropriate choice 1

For Weekly Palpitations:

  • Event or loop recorders have superior diagnostic yield and are more cost-effective than Holter monitoring 1

For Infrequent Episodes (<2 per month):

  • Implantable loop recorder if symptoms are severe or associated with hemodynamic instability 1

Critical Monitoring Principles:

  • Stop all caffeine, alcohol, and nicotine before monitoring 1
  • Teach patients Valsalva maneuver and carotid massage to perform during episodes 1
  • Continue monitoring until symptoms occur while wearing the device—non-diagnostic monitoring is not conclusive 1
  • Do not rely on automatic ECG interpretation systems; they are unreliable and frequently suggest incorrect diagnoses 1

Immediate Specialist Referral Required For:

  • All patients with Wolff-Parkinson-White syndrome (pre-excitation with arrhythmias) due to risk of sudden death 1, 2
  • Wide complex tachycardia documented on any rhythm strip 1
  • Syncope or severe presyncope during palpitations 1, 2
  • Pre-excitation with irregular palpitations (suggests AF with accessory pathway) 1
  • Drug-resistant or drug-intolerant narrow complex tachycardia 1

Empiric Medical Therapy Considerations

  • Beta-blockers may be prescribed empirically while awaiting monitoring results, but only after excluding significant bradycardia (<50 bpm) 1
  • Never start Class I or III antiarrhythmic drugs without documented arrhythmia due to significant proarrhythmic risk 1

High-Risk Features Requiring Urgent Evaluation

  • Syncope or presyncope with palpitations 1
  • Chest pain or dyspnea during episodes 1
  • Palpitations occurring with exertion in patients with known structural heart disease 1
  • Family history of sudden cardiac death (screen first-degree relatives) 1

Special Populations

Hypertrophic Cardiomyopathy:

  • 24-48 hour ambulatory monitoring every 1-2 years as part of routine follow-up 1
  • Extended monitoring if additional AF risk factors present (left atrial dilatation, advanced age, NYHA class III-IV) 1

Hyperthyroidism:

  • Beta-blockers are the preferred initial agent for rate control 1
  • Most thyrotoxicosis-induced arrhythmias spontaneously convert to sinus rhythm once euthyroid 1
  • Assess stroke risk with CHA₂DS₂-VASc score if AF is documented 1
  • Never abruptly withdraw beta-blockers once started, as this can precipitate thyroid storm 1

Common Pitfalls to Avoid

  • Starting antiarrhythmics empirically without documented arrhythmia 1
  • Ordering comprehensive laboratory panels routinely beyond the mandatory tests listed above 1
  • Dismissing syncope that occurs with palpitations—this is a high-risk feature 1
  • Relying on automatic ECG interpretation 1

References

Guideline

Palpitations: Differential Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Management of Palpitations in Young, Tachycardic Patients

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

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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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