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HEART FAILURE – Initial Visit
Reason for Visit:
New Diagnosis of HF
HF Symptoms:
YES
NO
Page 1 of 2
[sticker here]
NO
YES
Weight gain…………
, # of lbs_____
SOB…………………
Patient has scale…..
Chest pain/angina…
, frequency ______________________
Orthopnea ………….
, # of pillows _____
Edema………………
Limitations in ability to perform daily activities: __________________________________________________________________
Current medications (NOT for heart failure):
List OTHER medications and dose:
(Record heart failure medications under Treatment ON NEXT PAGE.)
Can worsen HF: NSAIDs, antiarrhythmic drugs (other than amiodarone), calcium channel blockers (other than amlodipine or
felodipine), thiazolidinediones (glitazones), cilostazol
Past history
NO
YES
NO
YES
Alcohol abuse……………
, _________________ Prior chemotherapy………
, _____________________
CAD/MI/revascularization
, _________________ Hypertension……………...
, _____________________
Diabetes………………….
, _________________ Hyperlipidemia……………
, _____________________
Thyroid disease ………….
, _________________ Valvular heart disease…..
, _____________________
Prior smoking…………….
, pack years: _____
ICD…………………………
Currently smoking……….
, pack years: _____
CRT………………………..
Prior intolerance of HF meds (list and describe intolerance):__________________________________________________
Examination:
P: _____
Irreg
Reg
R: ____
Sitting BP: ____/____ Standing BP: ____/____
General:_________________________
Lungs:
NO
Rales………………………
Effusion……………………
Abdominal :
Hepatomegaly/ascites…...
Weight (prior/current) ______/_______
YES
, ____________
, ____________
Cardiovascular:
NO
Murmur……………………
S3………………………….
Edema……………………
 JVP/hepatojugular reflux
Height: ________
BMI ____
YES
, _____ grade
, _____ +
Diagnostic Tests: (Order if not performed within prior 3 months)
CXR
BNP/NT-proBNP
CMP
LDL
CBC
TSH
Urinalysis
EKG
Order or mo/yr done Nl
_________
_________
_________
_________
_________
_________
_________
_________
Echocardiogram
_________
Stress test
_______ __
Assessment:
NYHA Class:
Results/Abnormalities
_________________________________
_____ pg/ml
__________________________________ (Including Na, K, BUN, Cr, glucose, albumin, LFT)
_____mg/dL
_________________________________
_________________________________
_________________________________
_________________________________
EF____%; PA systolic pressure _____
I (no physical activity limitation)
II (sx with normal exertion)
Comorbid conditions:
Ischemic
MR
TR
Diastolic dysfunction
Order if indicated (known CAD or dyspnea)
Systolic HF (ejection fraction <40%)
HF with preserved systolic function (diastolic)
Probable cause of HF:
AS
valvular
Atrial fibrillation
CAD
CKD
DM
Symptomatic bradycardia
Severe reactive lung disease
Volume status:
Euvolemic
Volume overloaded
Hypovolemic
III (sx with < ordinary exertion)
IV (sx at rest)
Hypertensive
Viral
Other: _____________
Unknown
*Candidate for ICD (≥40d post MI, LVEF ≤35%, life expectancy >1yr)
*Candidate for CRT (LVEF <35%, QRS ≥12s, NYHA II-IV)
*Refer to cardiology
Page 1 of 2
HEART FAILURE – Initial Visit
Page 2 of 2
Treatment: (If orthostatic symptoms develop, stagger timing of doses of different medications)
Stage I-IV HF
ACEI dose (target) current/new *
OR
ARB** dose (target) current/new*
enalapril (10 bid) _____/_____
quinapril (20 bid) _____/______
candasartan (32 qd) _____/_____
lisinopril (20 qd) _____/_____
benazepril (40 qd) _____/_____
valsartan (80-160 bid) _____/_____
captopril (50 tid) _____/_____
ramapril (10 qd) _____/______
Intolerant/contraindicated: ________________________________________________________________________
(↑K, or hx of angioedema, or ACEI-induced renal impairment)
* When starting or adjusting ACEI or ARB dose, check Basic Metabolic Panel 1-2 weeks later.
**ARB if ACEI contraindicated or not tolerated
and Beta blocker dose (target) current/new; titration recommendations
carvedilol (25 bid) _____/_____ Initial dose 3.125 bid, then 6.25, 12.5 bid; increase at 2-8 week intervals
metoprolol XL (200 qd) _____/_____ Initial dose 12.5 qd, then 25 qd, 50 qd, 100 qd,150 qd; increase at 2-8 week intervals
bisoprolol (10 qd) _____/_____ Initial dose 1.25 qd, then 2.5 qd, 5 qd,; increase at 2-8 week intervals
Intolerant/contraindicated: ________________________________________________________________________
(Symptomatic bradycardia, 2nd or 3rd degree block without pacer, severe reactive airway disease)
Stage III-IV HF
Add Aldosterone Antagonists* (target dose) current/new; titration recommendations
spironolactone (25 mg qd) _____/_____ Initial dose 6.25 mg, then 12.5 mg, then 25 mg maximum
eplerenone (50 mg qd) _____/_____ Initial dose 12.5 mg, then 25 mg, then 50 mg maximum
Intolerant/contraindicated: __________________________________________________________________________
(Hyperkalemia is an absolute contraindication; avoid if Cr >2.5 mg/dL in men or >2.0 mg/dL in women)
* Check Basic Metabolic Panel at 1 & 4 weeks
Symptomatic Treatment drug/dose
Loop diuretic: ___________________/_______
K+ supplementation
Vasodilator: ____________________/_______
Digoxin, dose: _______ mg/dL (Target serum level is 0.5-0.8 mg/dL)
For persistent NYHA class III-IV and LVEF < 40% despite optimal therapy
Add hydralazine AND isosorbide dinitrate (target dose) current/new; titration recommendations
hydralazine (75 mg TID) ______/______ Initial dose 25 mg TID and titrate to 75 mg TID
isosorbide dinitrate (40 mg TID) ______/______ Initial dose 20 mg TID and titrate to 40 mg TID
Treating comorbid conditions
Atrial fibrillation:
Rate controlled
Warfarin (if chronic or paroxysmal) OR contraindication: ___________________
CAD:
Statin: __________________________________
Aspirin
Smoking cessation
Alcohol reduction
BP, target SBP:
<140
<130 (if diabetic)
_____
Other treatments
Counseled re:
Cardiology consult
Medication use, dosage, intervals, side effects
Referral to cardiac rehabilitation
Dietary sodium
Community exercise program
Dietary fat
Smoking cessation Rx: ________________
Recommended exercise
Diet, 2-3 g Na
Smoking cessation counseling
Weight monitoring, target weight ______ lb
Prognosis/end-of-life issues discussed
Pneumonia vaccination
Symptom management and contingency plan
Flu vaccination
Avoidance of NSAIDs
Other:____________________________
Other: ______________________________________________________
Handouts: ___________________________________________________
Next follow-up visit: __________
Provider’s Signature_____________________________________________ Date of Visit___________________ Rev. 8-14-09
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