HF Decision Pathway

Heart Failure Hospitalization Interactive Decision Pathway

The decision pathway is structured into 5 main nodes: Admission, Trajectory Check, Transition to Oral Therapies, Discharge, and First Follow-Up Visit (Figure 1). This tool contains a precursor section to Admission (Triage in the ED), as well as Palliative care. Although the nodes follow sequentially during an admission, their timing is flexible, and they clearly flow into each other. The trajectory check is a recurring theme rather than a specific event.

Use this tool to provide structure to the process of assessing the clinical course and planning future therapy by reviewing the timing and key points of each node, relevant figures and tools, and consulting additional supporting text when needed. Information collected at each point would ideally be accessible not only in the hospital, but also in outpatient settings and as a reference point for evaluation of recurrent presentations.

Triage in ED

ED Evaluation

Timing

Patient arrives at hospital and undergoes evaluation for admission.

Key Points

Clinician should review the risk stratification algorithm for ED patients with acute decompensated heart failure (ADHF) to help guide initial evaluation for triage and management in the ED.

Pathway Content

Evaluation in the ED

A framework for risk stratification in the ED is shown in Figure 2, intended as a guide to thought processes during initial evaluations rather than a formal description of admission criteria and administrative processes surrounding admission. Patients who are critically ill at presentation or those with new-onset HF are admitted. Patients with known HF and a marked degree of congestion and those not at low risk (Table 1) are also usually admitted.

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Admission

Timing

Decision to admit has been made.

Key Points

Studies have identified conditions and markers whose presence in the ED predicts immediate risk and clinical events in the first 30 days. Admission should include careful and widely accessible documentation of:

  • Optimized status
  • Clear plans for rescue dose diuretics and the triggers to use them
  • Overall goals of therapy

A multifaceted, multidisciplinary hospital stay care plan should be developed as soon as feasible.

Pathway Content

  Comprehensive Initial Assessment—Setting the Inpatient Goals
  Comprehensive Initial Assessment—Setting the Inpatient Goals

The two central themes of care for patients hospitalized for decompensated HF are decongestion and optimization of the therapies recommended for HF, but multiple other goals also need to be met. The coordinated care plan includes evaluation as necessary of the primary etiology of the heart disease and potential aggravating factors that would require specific intervention, both cardiac and noncardiac (34) (see Table 2).

All members of the team should contribute to an initial assessment of the likely outcome both in hospital and after discharge. A profile conferring high risk from factors that do not appear modifiable should trigger early discussion with the patient and family regarding anticipated outcomes and their priorities for remaining quality and quantity of life. Regardless of prognosis, all patients admitted to the hospital should have a designated surrogate decision maker, ideally identified in the outpatient setting and documented during admission. If not already done, however, this designation should be supervised by the inpatient care team.

  Assessing Hemodynamic Profiles
  Assessing Hemodynamic Profiles

Most patients present with at least 1 symptom and 1 sign of congestion that can be tracked as targets during decongestion and may serve as sentinel symptoms for recurrent congestion after discharge (70,74,77,78) (Table 3).

Clinical profiles of patients with HF are shown in Figure 3.

The wet and warm clinical profile without evidence of hypoperfusion characterizes over 80% of patients admitted with reduced EF and almost all with preserved EF except those with small left ventricular cavities of restrictive or hypertrophic cardiomyopathies (39,42). The cold and wet profile describes congestion accompanied by clinical evidence of hypoperfusion, as suspected from narrow pulse pressure, cool extremities, oliguria, reduced alertness, and often recent intolerance to neurohormonal inhibition. Sleepiness, impaired concentration, and very low urine output may also be present.

Uncertainty regarding hemodynamic status is associated with worse outcomes and is an indication for invasive hemodynamic assessment (15,81).

A patient hospitalized with apparent decompensation in whom both filling pressures and perfusion appear to be normal should be carefully evaluated for other causes of symptoms, such as transient ischemia or arrhythmias, or noncardiac diagnoses such as pulmonary disease.

  Consideration of Comorbidities
  Consideration of Comorbidities

A key component of the comprehensive initial assessment is evaluation of patient comorbidities (Table 4). These comorbidities and their therapies should be carefully considered for their role in HF decompensation and as independent targets for intervention.

  Initial Risk Assessment
  Initial Risk Assessment

This document centers on evaluation of the clinical trajectory of HF, as an assessment of both daily clinical progress and the long-term disease course, incorporating the prior history with specific risk factors at admission, the day-by-day progress toward the goals of hospitalization, and the re-assessment before discharge.

Because a key message of this document is the importance of serial assessment from admission through discharge, the risk factors listed in Table 5 are categorized according to the time when they may be known during the hospitalization. In setting goals to decrease risk and improve outcomes after hospitalization and later, it may be helpful to focus on those risk factors most likely to be modifiable.

At any time between admission and discharge, recognition of high risk for unfavorable outcomes should trigger specific considerations (Table 6), including caution regarding the initiation of therapies that may be difficult to discontinue.

  Documentation
  Documentation

From admission through discharge, information should be systematically documented in a format easily accessible to clinicians both in and out of the hospital to optimize care and outcomes. Availability of that information is crucial for a patient who presents soon after discharge and is considered for readmission (Figure 2).

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Trajectory Check

Timing

Clinical trajectory should be assessed

  • From admission throughout the process of decongestion
  • On the day of transition to oral therapy
  • At the translation to the discharge regimen.

Key Points

The clinical trajectory should be assessed for indications of high risk leading to consideration of advanced therapies, consultations, or revision of goals of care.

The near-term clinical trajectory during hospitalization represents responsiveness to therapy in terms of clinical HF symptoms and signs and laboratory and diagnostic tests. This trajectory helps define the next steps for management, care coordination, health outcomes risk and prognosis, and disposition. We have also highlighted a long-term trajectory assessment as a specific evaluation of progress toward resolution of symptoms and signs of congestion, adequacy of perfusion, stability of vital signs, and trends in kidney and other organ function (compass symbols in Figure 1).

Three main in-hospital trajectories have been defined according to changes in patient symptoms, clinical signs, laboratory markers and imaging if done, presence or absence of complications, assessment and treatment of comorbidities, and treatment alignment with goals of care: 1) improving towards target; 2) stalled after initial response; or 3) not improved/worsening. These trajectories translate into different management strategies throughout the hospitalization and post-discharge (Figure 4).

Pathway Content

  Targets for Decongestion
  Targets for Decongestion

Inpatient trajectories are primarily defined by the pace and extent of decongestion. Evaluation of the degree of clinical congestion is depicted in Figure 5. The usual goal is for complete decongestion, with absence of signs and clinical symptoms of elevated resting filling pressures (70,78,117,130).

  Diuretic and Adjunctive Therapy
  Diuretic and Adjunctive Therapy

Establishing an effective diuretic regimen is crucial for achieving decongestion. Usually patients require the first dose of intravenous (IV) diuretics at presentation or in the ED, and IV diuretics are continued throughout the hospitalization until effective decongestion warrants transition to oral diuretics before discharge.

Doses of various diuretics are shown in Table 7. If the patient is improving at the expected pace, IV diuretics should generally be continued until optimal decongestion is achieved, and then transitioned to the oral dose estimated for maintenance. If initial improvement is stalled, if there is inadequate improvement, or if the patient is worsening and the patient is still congested, IV diuretics should be increased. Usually, the IV loop diuretic dose can be increased by 50% to 100% until the total diuretic dose exceeds 400 to 500 mg of furosemide equivalent total daily dose. The doses should be increased until a response is apparent. When the response is brisk but transient, the frequency should be increased to 3 or 4 times daily. The DOSE (Diuretic Optimization Strategies Evaluation) trial did not demonstrate any improvement with continuous infusion of IV furosemide, but these patients were also less likely to require dose increases or the addition of a thiazide-type diuretic; additionally, those patients with chronic furosemide equivalents of over 240 mg daily were excluded (77). Consequently, some patients have been observed to respond better to continuous infusion. When high furosemide doses are not effective, metolazone can be added at 2.5 to 5 mg doses once or twice daily. Other thiazide diuretics can be added to loop diuretics and given intravenously if needed (Figure 6).

  TRAJECTORY: Improving Towards Target
  TRAJECTORY: Improving Towards Target

In this trajectory (Figure 7), the patient has stable vital signs and is making steady progress toward resolution of signs and symptoms of congestion (Table 3), without major complications, and with appropriate alignment of management strategies with goals of care. Some patients, especially those with a clear trigger that has been reversed, such as rapid atrial fibrillation, may have prompt improvement. Such patients may differ from those with chronic myocardial dysfunction.

Diuretic doses should be titrated as necessary (Figure 6, Table 7). When sufficient progress has occurred to render it likely that targets of decongestion will be reached, it is usually appropriate to initiate or up-titrate components of the GDMT regimen (see Sections 7.4 and 8.3). Throughout the hospitalization, it is important to tailor education to the patient’s needs and to continue to address and manage comorbidities.

  Optimization of GDMT
  Optimization of GDMT

Neurohormonal antagonists have dramatically improved outcomes for HFrEF. When possible, continuation of GDMT through hospitalization or initiation before discharge is associated with substantially better outcomes, both due to the benefit of the therapies and to the better prognostic profile of patients who can tolerate them (106). Expert advice concerning initiation of GDMT for chronic HF can be found in the 2017 ACC Expert Consensus Decision Pathway for Optimization of Heart Failure Treatment (13).

Most studies demonstrating safety and efficacy of GDMT, however, have enrolled stable patients, and specifically excluded those with a recent decompensation (with the exception of the early use of angiotensin-converting enzyme inhibitors [ACEIs] in CONSENSUS and beta blockers in COPERNICUS) (158,159). Hospitalization provides a pivotal opportunity to decrease risk and improve clinical trajectory in patients who respond well to diuresis and who have not previously received adequate trials of GDMT. This therapy modifies and frequently reverses disease progression (9). The introduction of GDMT during hospitalization for HF with reduced ejection fraction is thus a key target to reduce risk (9,160). This has been shown for ACEI, beta blockers, and most recently supported for angiotensin receptor–neprilysin inhibitor (ARNI). Patients with good early response to diuresis should be considered for addition of recommended therapies or up-titration toward trial targets for neurohormonal antagonist therapy as decongestion is approached, recognizing that the diuretic response may diminish acutely with increasing neurohormonal antagonism, particularly if blood pressure is lowered.

Most studies of GDMT have investigated the addition or titration of a single agent to stable background therapy. There are no bases of evidence for patients in whom beta blockers or ACEIs/angiotensin receptor blockers (ARBs) were decreased or discontinued during hospitalization, most commonly for hypotension, progressive kidney dysfunction, or use of intravenous inotropic therapy (161). The 2017 ACCF/AHA guidelines emphasize that “caution should be used when initiating beta blockers in patients who have required inotropes during their hospital course or when initiating ACEIs, ARBs or aldosterone antagonists in those patients who have experienced marked azotemia or are at risk for hyperkalemia” (26). For these reasons, expectations regarding the prescription and dosing of GDMT in patients with ADHF are more conservative and individualized than for stable patients in outpatient HF management. For patients with HFpEF, beyond diuretics, clinical trial evidence that medical therapy improves outcomes is limited, but it seems reasonable to titrate RAS inhibitors to desired blood pressures in hospital.

One important common principle is to start at a low dose and titrate slowly upward as tolerated (Table 1 in Yancy et al. [13]). High starting doses and/or overly aggressive titration can result in hypotension and worsening kidney function, setbacks that limit both decongestion and initiation of different components of GDMT.

  RAS Therapy
  RAS Therapy

RAS inhibition is part of GDMT for patients with HFrEF, and should be continued or initiated in the absence of hypotension or unstable kidney function. If prior therapy was held during hospitalization, lower doses may be required when therapy is resumed. Transition through a short-acting agent such as captopril is rarely necessary, although it may be better tolerated in some patients with advanced HF (105,154,162,163). RAS inhibition can decrease blood pressure in patients with pre-existing intense neurohormonal activation, so particular care should be taken in patients recently weaned from intravenous inotropic therapy or in those diuresed extensively prior to its initiation. Caution should be exerted also in patients with acute kidney injury or hyperkalemia (143). Discharge information to the outpatient clinician should include a reminder to consider reinitiation of neurohormonal therapies stopped in the hospital.

  Angiotensin Receptor–Neprilysin Inhibitors
  Angiotensin Receptor–Neprilysin Inhibitors

Current recommendations include ACEI, ARB, and ARNI as approved inhibitors of the RAS in chronic HF (164). Although there is extensive experience with initiation of ACEI and ARB as recommended therapies for hospitalized HF, the pivotal PARADIGM-HF (Prospective Comparison of ARNI with ACEI to Determine Impact on Global Mortality and Morbidity in Heart Failure) trial for ARNI focused exclusively on stable chronic HF, and excluded patients recovering from acute decompensated HF; this trial also included a run-in period with enalapril (165). The PIONEER-HF (Comparison of Sacubitril-Valsartan versus Enalapril on Effect on NT-proBNP in Patients Stabilized from an Acute Heart Failure Episode) trial now provides evidence to support safety of careful initiation of sacubitril-valsartan for hospitalized patients with and without prior exposure to ACEI or ARB, selected for hemodynamic stability, with systolic blood pressure ≥100 mm Hg and without escalation of intravenous diuretics or vasodilators for 6 hours, and without intravenous inotropic therapy within the previous 24 hours. (166). Compared with patients started on enalapril, patients randomized to sacubitril/valsartan 24/26 mg twice daily (or 49/51 mg for SBP ≥120 mm Hg) had more reduction in N-terminal pro–B-type natriuretic peptide (BNP) levels and in the exploratory clinical outcome of HF rehospitalization, similar to previous results in the outpatient setting (167). At week 1, more subjects treated with ARNI than ACEI had systolic blood pressure <100 mm Hg (22% vs. 13%, respectively), without differences in reported symptoms of hypotension (15% vs. 12.7%). These data suggest that consideration of initiation of ARNI during the hospitalization is warranted, either in the Trajectory phase in patients who have stabilized after initial diuresis, or in the Transition period. Table 8 outlines eligibility and initial dosing for the PIONEER-HF trial, which includes patients with more advanced disease than in PARADIGM-HF but still excludes patients with recent hypotension or marked kidney dysfunction.

Given this, the similar rate of adverse events in the 2 trials may reflect the lower initial dosing in PIONEER-HF. As in the outpatient setting, patients need to be off ACEI therapy for 36 hours before starting ARNI therapy to decrease the risk of angioedema. Diuretic dosing may need to be adjusted after ARNI, as diuretic requirements sometimes decrease, but anticipatory reductions are not recommended (166). Additionally, before initiating ARNI therapy in the hospital, it is important to determine that the patient will have uninterrupted access to ARNI therapy in the outpatient setting after discharge (i.e., factoring in cost and insurance coverage) (13). Changing ACEI to ARB early in the hospitalization to facilitate ARNI initiation without unduly increasing length of stay can be considered for some patients.

  Beta Blockers
  Beta Blockers

In patients with HF with the wet and warm profile who are taking beta blockers on admission, they should generally be continued unless blood pressure is low. If HF remains refractory to diuretics, the dose should be halved. Discontinuation should be considered if congestion remains unresponsive and certainly if the addition of intravenous inotropic therapy is contemplated. If decreased or held, beta blockers may be initiated or resumed in the absence of symptomatic hypotension or bradycardia, but a margin of stability is required in view of the known acute effects to lower cardiac output and increase filling pressures. Low doses and slow up-titration are recommended for a patient after recent decompensation. In the case of metoprolol, it is reasonable to give test doses of 6.25 mg of the short-acting metoprolol tartrate, but escalation of short-acting doses may be paradoxically less tolerable due to higher and more rapid peak effects (168). Alternatively, test doses of carvedilol 3.125 mg may be administered. Planned testing of increased doses of beta blockers should be part of the treatment plan either during the index hospitalization or following discharge. In hospitalized patients in whom GDMT medications have been held or not initiated, the optimal sequence of reinitiation of ACEI and beta blockers has not been established, although outpatient studies suggest that that either an ACEI or beta blocker may be initiated first (169,170). Consideration should be given to initiating or resuming beta blockers after decongestion, particularly in patients with more advanced disease or those in whom other GDMT has been titrated. Studies in selected stable patients have shown that low-dose beta blocker therapy can be safely initiated as late as a half-day prior to discharge (121,171), but this requires very early and frequent postdischarge surveillance. Patients who have required temporary IV inotropic therapy during hospitalization represent a higher-risk cohort and require longer periods of observation prior to and after beta blocker initiation. When it has been difficult to wean inotropic therapy, use of beta blockers is often deferred until stability has been confirmed after discharge.

  Aldosterone Antagonists
  Aldosterone Antagonists

The initiation or resumption of aldosterone antagonist therapy requires particular attention given evidence that less judicious use and failure to adhere to monitoring recommendations increase the risks of hyperkalemia and other adverse events (172). Patients in whom an aldosterone antagonist was initiated or continued while receiving IV loop diuretics should be monitored closely for rebound hyperkalemia as the diuretic dose is decreased or transitioned to oral therapy. Discontinuation of potassium supplementation may also be required. Lower than standard doses (i.e., less than eplerenone 50 mg or spironolactone 25 mg daily) may also be considered in those with at least moderate kidney impairment or other risks for hyperkalemia. For patients in whom 2 inhibitors of the renin-angiotensin system are being reinitiated or uptitrated, a sufficient period of time should be allowed to observe the combined effects of the 2 therapies on kidney function and serum potassium concentrations. It should be emphasized that the peak effect on potassium retention is generally not observed for several days; kidney function and potassium should be checked within 72 hours of discharge. Nonetheless, initiation in the hospital is safe with careful monitoring, and inpatient initiation will most likely lead to greater long-term use.

  TRAJECTORY: Initial Improvement, Then Stalled
  TRAJECTORY: Initial Improvement, Then Stalled

This trajectory would represent a patient who has had some improvement in symptoms and signs of congestion but does not reach the targeted goals of decongestion (Figure 8). Such patients tend to have more advanced disease, a history of frequent hospitalizations, and worse baseline kidney function. They commonly have high outpatient diuretic doses, and kidney function may worsen progressively with diuresis, a pattern associated with residual congestion and worse outcomes (119). In some cases, a high calculated net fluid loss is not reflected in weight changes due to high unrecorded intake. Addition of loading doses of amiodarone for therapy of atrial or ventricular arrhythmias can stall the progress of diuresis. Approximately 30% to 40% of ADHF patients discharged from the hospital still have moderate to severe congestion at the time of release (77,135,137,138,173).

If the patient has improved but has continued symptoms and/or signs, it is important to ascertain whether the signs and symptoms are predominantly due to HF. Persistent symptoms may reflect comorbidities as detailed in Table 4, particularly chronic pulmonary, kidney, or liver disease.

  TRAJECTORY: Not Improved or Worsening
  TRAJECTORY: Not Improved or Worsening

This trajectory represents a patient who is not responding to therapy, who has either failed to improve at all or has worsened during hospitalization (Figure 9). Some patients who appear to have stalled, as described in the previous text, may progress into this category. Approximately 20% to 30% of patients have no improvement in their symptoms or signs during hospitalization (175,176), and similarly, 15% to 20% of clinical trial patients have worsening HF that needs rescue therapy with additional diuretics, IV vasoactive agents, or mechanical circulatory or respiratory support (77,81,89,135,137,138,177).

If a patient is not improving or worsening, additional diagnostic strategies or specialist consultation may be considered. Intensification of diuretic therapy is appropriate, even if kidney function has worsened, because congestion is usually the main problem (Figure 5). It is crucial to re-evaluate the level of care, which may warrant escalation, including admission to an intensive care unit. It is reasonable to consider invasive hemodynamic monitoring to clarify right and left heart filling pressures and vascular resistances.

Review of the long-term trajectory of the patient who continues to worsen may warrant accelerated discussion regarding prognosis and goals of care (see Section 12).

  Unexpected Sudden Event
  Unexpected Sudden Event

Patients may deteriorate suddenly due to an unexpected event such as cardiac or respiratory arrest, shock, or arrhythmia. Potential etiologies could include ventricular tachycardia or fibrillation, pulmonary embolus, acute coronary syndrome, severe pump failure, shock, or other competing diagnoses such as acute kidney failure, acute infection or sepsis, respiratory failure, gastrointestinal bleed, and other sudden events. The acute precipitating factors should be sought and addressed if possible, including consideration that the decompensation may be due to something other than HF.

It is critical to determine whether this event is truly unexpected or is a reflection of end-stage HF for which palliative care and end of life options may be more appropriate than aggressive invasive interventions. However, many sudden events can be treated effectively to return the patient to a favorable trajectory.

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Transition to Oral Therapies

Timing

Begins after decompensation leading to admission has resolved or has been addressed within the limitations of the chronic clinical profile.

Key Points

Transition should be considered a separate period time from discharge, with unique concerns, mainly, the shift in focus from achieving decompensation to how to best maintain the stability of compensation.

  • Identification of the transition point should trigger a multi-disciplinary alert that can focus and finalize plans to maintain surveillance and stability out of the hospital
  • In general, IV diuretic therapy should be continued until clinical evidence of congestion has been resolved, after which the focus of fluid management will shift to estimation of the diuretic and electrolyte regimen for discharge
  • The transition point offers an additional opportunity to consider enhancement of GDMT for the outpatient setting

Pathway Content

  Need for a Distinct Transition Phase
  Need for a Distinct Transition Phase

The transition point heralds a distinct phase of care that begins after the decompensation leading to admission has resolved or has been addressed within the limitations of the chronic clinical profile. The focus then shifts toward how best to maintain stability of compensation. This most commonly occurs when clinical assessment reveals complete resolution of congestion and diuretic therapy is switched from intravenous to oral dosing. Evidence suggests that many patients hospitalized with HF are discharged too early, before meeting criteria described in Section 7.1 and shown in Figure 5. The average length of stay in the U.S. has decreased to 4 days, compared with an average of at least 7 days in the rest of the world (179). The risk of readmission for HF has been linked to shorter lengths of stay, which may lead to incomplete decongestion, lack of appropriate titration of GDMT, and incomplete translation of plans to postdischarge care (21,104,180,181). As such, early discharge can lead to Excess Days In Acute Care (EDAC), a measure of acute care days within 30 days of discharge that is being incorporated into quality standards.

Verifying the effectiveness of oral diuretic therapy prior to discharge, as recommended in the guidelines (14,15,25), generally requires at least 24 hours of observation after discontinuation of intravenous diuretics. In a recent retrospective study, observing patients on their intended discharge diuretic regimen for ≥24 hours was associated with a significant reduction in 30- and 90-day HF readmissions (182). Discharge before 24 hours of stability on oral diuretics may occasionally be appropriate, particularly for well-known patients frequently hospitalized for whom the trigger for decompensation is obvious, net diuresis has been easily achieved, and early follow-up is available with a familiar clinician. Recent survey data from physicians at 1 center regarding attitudes toward discharge readiness questioned the utility of targeting complete decongestion and observing patients for a day on oral diuretics (183). However, their post-discharge practices were not surveyed and the readmission rates did not capture those admitted to other hospitals (87). Separation of the transition point from the discharge day acknowledges the sequential steps and personnel time usually required for the intricate steps of discharge coordination, which is particularly important in high-risk patients. While assessment of educational gaps and other challenges for discharge begins early after admission, a directed multidisciplinary alert triggered by identification of the transition point can focus and finalize plans to support stability and further optimization of recommended therapies in the outpatient setting (13).

  Planning Diuretic Therapy for Discharge
  Planning Diuretic Therapy for Discharge

The dominant role of recongestion in HF readmissions suggests that current strategies for implementing a discharge diuretic plan are not reliable. This likely relates both to inadequate dosing at the time of discharge and lack of an adequate response plan that includes both an increased diuretic dose and the right clinical trigger for its use. The regimen taken prior to admission and the intravenous IV dosing required to achieve negative balance in the hospital should both influence planning of a new discharge regimen.

Maintenance diuretic dosing should be planned recognizing that lower doses are required for fluid balance than for net diuresis, but also that fluid balance is usually harder to maintain at home than in the hospital, where patients have controlled intake and spend more time supine, a position that enhances renal blood flow. Torsemide and bumetanide are more reliably absorbed than furosemide and may be considered when daily furosemide doses are high. Kidney dysfunction may lead clinicians to underdose diuretics, despite evidence that transient worsening of creatinine during effective decongestion does not confer long-term decrements in kidney function (143,184) and that kidney dysfunction itself decreases diuretic responsiveness.

A rescue dosing plan should be included in the intended discharge regimen, to specify not only the increased diuretic therapy but also the personalized trigger that should prompt the rescue; patients should be encouraged to call their clinician if unsure, and to avoid delay in starting therapy. In the recent PIONEER-HF trial comparing initiation of sacubitril/valsartan to enalapril before hospital discharge, one-half of patients required an increase in diuretic dosing during the next 6 weeks (166). Reliance upon changes in weight or symptoms of congestion are most often used for this purpose, despite their low sensitivity and delayed kinetics for predicting decompensated HF (185). When possible, a patient’s sentinel symptom of congestion should be recalled and emphasized, with care taken not to instruct reliance upon the appearance of edema or orthopnea for patients who have never experienced them. Adjustments to therapy may include increases in the dose and/or frequency of loop diuretic therapy or one-time doses of thiazide-type diuretics for sequential nephron blockade. Increases in mineralocorticoid dosing are rarely effective for rescue in outpatients and should not be made when kidney function might be declining. Dosing recommendations are in Table 7. Patients should be encouraged to call their clinician for clarification if unsure of their rescue plan.

A decision should also be made regarding fluid restriction after discharge, which is frequently done in hospital to accelerate net fluid loss. Stringent fluid restriction may not be necessary in patients who respond to low diuretic doses and do not habitually have high fluid intake. Two liters (64 ounces) is the usual practical limit by consensus, particularly for patients taking many medications. Transition to oral diuretics should also trigger consideration of if and how potassium supplements should be prescribed for home. Need for supplementation is lower on oral diuretic dosing intended to maintain rather than decrease net fluid balance. Testing the oral potassium replacement schedule when switching to oral diuretics is preferable to relying upon potassium scale dosing until the time of discharge. Key considerations include changes in therapies that alter potassium elimination (ACEI, ARB, ARNI, and especially aldosterone antagonists) as well as conditions associated with increased risk of hyperkalemia (chronic kidney disease and diabetes mellitus). Patients who have undergone large volumes of diuresis without needing more potassium replacement in hospital require particular vigilance regarding risk of hyperkalemia after discharge.

  Evaluating Tolerance of GDMT and Opportunities for Optimization
  Evaluating Tolerance of GDMT and Opportunities for Optimization

Patients who have received all of the recommended therapies for their HFrEF have consistently better longterm outcome than patients who have not, for whom optimization of GDMT is a high priority during and after hospitalization (15). For those in whom prior GDMT therapy was held during hospitalization, reinitiation should be attempted in the absence of contraindications. Lower doses may be required when therapy is resumed. It is equally important to evaluate the degree to which the patient has progressed in achieving target doses (Table 1 in Yancy et al. [13]). When neurohormonal antagonist therapies have been reduced or interrupted during hospitalization, the up-titration of GDMT may need to continue through the outpatient follow-up visits. Extensive guidance for GDMT optimization after discharge is provided by the 2017 ACC Expert Consensus Decision Pathway for Optimization of Heart Failure Treatment (13).

The transition point provides clinicians with an additional opportunity to consider enhancement of GDMT for the outpatient setting (88,103,106,121,160). For patients lacking a recommended medication, initiation is indicated if careful history reveals no contraindications (89). Some patients who have a long or complex history may not recall the reason for previous discontinuation; of particular concern would be a history of angioedema. A step of up-titration toward target dose should again be considered if not already attempted, recognizing the need to limit the number of changes in the setting of recent decompensation.

The period between the transition point and discharge should include confirmation that the patient tolerates the planned GDMT regimen for discharge. Absorption and vasodilation often increase after decongestion and can necessitate a reduction in dosing. Confirmation of tolerability includes documentation of the absence of postural hypotension and the administration of all doses as scheduled, without any being held for hypotension or dizziness (179,182,186). Postural symptoms early after discharge can sometimes lead to indiscriminate reduction or discontinuation of recommended therapies. In addition, some medications may have been changed in the hospital due to formulary restrictions, so medicine reconciliation is crucial. Whether further titration as an outpatient is expected, and also what factors may limit such titration, are crucial pieces of information to disseminate to the clinicians assuming care after the hospitalization. There is a place for such information on the Focused Discharge Handoff in this document (Section 10), and clinicians are encouraged to start thinking about these issues and documenting plans early in the hospitalization, well before the discharge day itself. This is a critical part of the “to-do” list for early post-discharge follow-up.

  Additional Drug Therapy Considerations
  Additional Drug Therapy Considerations

Although most drug therapy decisions in ADHF will involve the optimization of core GDMT, some patients may be eligible for further optimization, such as the addition or titration of fixed dose long-acting nitrates and hydralazine in African Americans already receiving an ACEI, ARB, or ARNI and a beta blocker (13). One important caution regarding the optimization of GDMT is the premature addition of ivabradine in patients not receiving a maximally-tolerated dose of beta blocker therapy. Because beta blockers are sometimes decreased or stopped during an ADHF episode, an evaluation of tolerability may need to be deferred to long-term follow-up, as ivabradine was evaluated in outpatients and trial eligibility required persistently elevated heart rate on target or maximally tolerated doses of beta blockers (187). Digoxin may be considered in patients with advanced disease specifically for the purposes of symptomatic relief and reducing the risk of hospitalization as well as facilitation of resting rate control in atrial fibrillation, although caution should be exercised in those with renal impairment or other high-risk features for drug toxicity (e.g., advanced age, low body weight, female gender), as target serum concentrations are <1.0 ng/ml (188).

Medication regimens for comorbidities also merit consideration, particularly with respect to potential interactions with HF. The importance of considering the impact of medications for diabetes on cardiovascular risk is increasingly recognized (189). Although data for new therapies, including sodium-glucose cotransporter-2 inhibitors (-gliflozins) and glucagon-like peptide-1 receptor antagonists (-glutides) are confined to outpatients, inpatient initiation in some settings may permit an evaluation of tolerability and impact of concomitant HF therapy by a multidisciplinary team, and increase the potential for improved compliance (189). As diabetes therapy in the hospital is often limited to a sliding scale insulin regimen to avoid hypoglycemia, caution should be taken and information shared with the outpatient clinicians for patients discharged on different diabetic regimens. If sodium-glucose cotransporter-2 inhibitors are started in the hospital, careful consideration should be given to the dose of diuretic therapy, because these agents have potent osmotic diuretic effects. Regardless, close follow-up with a primary care provider, endocrinologist, or diabetes educator is recommended within 2 to 4 weeks for patients with hyperglycemia in the hospital, especially when medications have been changed (190).

  Assessment of Risk at Discharge
  Assessment of Risk at Discharge

The view of the trajectory and risk profile at admission may have included factors subsequently modified favorably during the HF hospitalization. Although the hospital trajectory has ideally been monitored throughout hospitalization, the transition node provides the last opportunity before discharge to re-evaluate the long-term prognosis. This review is important for the patient and family and for the clinicians who will provide care after discharge.

Favorable modification of risks from admission relates most often to the effectiveness of decongestion, to the enhancement of guideline-recommended therapies for patients with reduced LVEF ( Table 4), and to improvement in patient education for adherence. It is vital to recognize that the degree of clinical congestion at admission does not confer increased risk after discharge, as long as decongestion has been achieved (67,104). Regardless of how it is measured, multiple factors relating to the severity of congestion at discharge predict worse quality of life, rehospitalization, and mortality. These factors include not only the symptoms and signs individually or combined into congestion scores (67,70,104), but also the natriuretic peptide levels, with progressively higher risk conferred by high absolute levels or with failure to reduce levels by at least 30% (24,55,63,68,109–113).

Discharge with residual congestion may reflect different limitations. Regardless of ejection fraction, severe underlying renal disease can lead to diuretic refractoriness and persistent fluid retention. Repeated discharge with residual congestion may be unavoidable when education and follow-up support has not improved adherence to the outpatient regimen, which may need to include different motivational interventions (76). Prolonged hospitalization can be futile when brisk daily sodium and urine output are exceeded by even higher daily intake despite restrictions. In the contemporary era of increasing GDMT, patients hospitalized despite adherence may be in later stages of HF, particularly with right HF, cardiorenal limitations, or chronic hypoperfusion (161). Increasing information is urgently needed to recognize when decongestion goals should be modified and how care should be redesigned to decrease the risk of further decompensation after discharge with residual congestion (161).

For hospitalized patients in whom ACEI/ARBs were previously tolerated but then discontinued due to hypotension or kidney dysfunction (90), 1-year mortality may be as high as 50%, particularly if intravenous inotropic therapy is added. Discharge without beta blocker therapy is also associated with poor outcomes. If advanced hemodynamic instability precludes tolerability of neurohormonal antagonist therapies, the patient is on a downward trajectory and should be considered for advanced therapies or revision of goals of care. Another component of the discharge regimen that carries prognostic significance is the dose of loop diuretic (66). High doses required to maintain fluid balance indicate diuretic resistance, for which a major factor is chronic kidney disease (107,108).

Elements of risk that carry over from admission to discharge include advanced age, history of prior hospitalizations, and socioeconomic status (93–97). It remains unclear how often chronic patterns of nonadherence can be modified (108). Baseline kidney function remains a strong predictor of outcome, as transient changes are less relevant than the absolute levels of kidney function before and after discharge (120). New risk factors that can arise during the hospitalization include use of intravenous inotropic therapy, even if transient (20,125). Need for cardiopulmonary resuscitation or intubation are associated with a much higher risk of death within the next 6 months (66,81).

The risk assessment in the transition day should guide the priority for early follow-up. It is difficult to mandate the timing of follow-up as clinic personnel resources vary between institutions. However, residual congestion, discharge without ACEI/ARB/ARNI, discharge without beta blockers, or consideration for advanced therapies warrant the earliest clinic slots available for follow-up. Patients started on new medications in the hospital should be contacted every few days until their first follow-up visit, and should generally have electrolytes and renal function checked within a week. Instability of renal function and electrolytes prior to discharge also warrants repeat testing early after discharge, with the results sent to the receiving clinician identified in the hand-off form.

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Discharge Day

Timing

Discharge planning ideally begins at admission.

Key Points

The discharge day should be a time to review and communicate with identified providers rather than to initiate new therapies. The elements of the hospitalization events and plans that are most crucial for continuity of care after discharge should be documented in a format that is available to all members of the outpatient team and easily accessible when a patient calls or returns with worsening symptoms.

The discharge node has been organized into 3 major areas for communication:

  1. summary of the medical course, trajectory, and plans (Figure 11);
  2. education to the patient and family that is culturally appropriate delivered verbally and in writing (Figure 10); and
  3. identification of the continuing care clinicians to receive the handoff.

Pathway Content

Planning for discharge is ideally initiated at admission, with consideration regarding long-term goals of care, gaps in patient understanding and adherence, and optimization of the chronic regimen, while the patient is undergoing evaluation and treatment of the decompensation that led to admission. Successful transition from the hospital back into the residential setting is critical. General checklists have been provided for discharge of Medicare patients and for people with cardiac disease in the ACC hospital-to-home initiatives. The Target: HF program provides a checklist for completion at the time of HF discharge, and the Optimize Heart Failure Care Program has adapted best practice protocols to meet preferences and needs in numerous countries (191). Patients should also be considered for participation in exercise rehabilitation in a center near their home.

The discharge node has been organized into 3 major areas for communication: 1) summary of the medical course, trajectory, and plans; 2) education to the patient and family that is culturally appropriate delivered verbally and in writing (Figure 10); and 3) identification of the continuing care clinicians to receive the handoff. The plans are multidisciplinary and should facilitate care around discharge and link it to the discharge phone calls and the outpatient clinic. Checklists can provide organization to optimize communication, but multiple formats and structures are possible. Multiple team members will be involved in completing documents and checklists between the transition node and the day of the discharge, but it is recommended that the institution assign clear roles and responsibilities among care team members to ensure completion of key data elements.

Focused Discharge Handoff

We have proposed a focused distillation of crucial information, which could be at the beginning or end of the discharge summary or as a stand-alone communication (Figure 11). Many clinicians have found it difficult and time-consuming to locate this crucial information in the usual discharge summaries. Despite the utility of a detailed chronological summary of the hospital course, lack of a standard format limits it as a reference tool to be used in transition to continuing care clinicians.

The following framework is designed as a predictable outline for those providing discharge phone calls and post-follow up clinic visits. It should also be included in the information provided to visiting nurses or other home health workers. Furthermore, this should be readily available for review of a patient who might return to the ED soon after discharge. The focused handoff is designed with selection menus for ease of use within a clinical decision support tool (electronic health record or mobile device) but could also be printed as a completed paper document. A version with shading indicating selection menus in a clinical decision support tool is included in Appendix 5.

Multiple versions of the handoff could be created to match the needs of different institutions and different settings. However, it would ideally include most of these components in a common order, as there are advantages to uniformity of communication tools. A considerable amount of these data could potentially be retrieved automatically from the electronic health record (EHR). As such, there is a pressing need for information technology solutions to be developed on a broad basis to facilitate widespread adoption of communication tools for all patients being discharged from the hospital for decompensated HF to improve continuity of care during this transition phase.

The Focused Discharged Handoff (Figure 11) is specifically designed to travel with the patient and to provide the most important information for continuing care clinicians in multiple disciplines. This document is not, however, intended to replace direct communication with continuing care clinicians. A checklist of potential issues that might be discussed in that communication is listed in Figure 12.

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Post-Discharge Follow-Up

Timing

Follow-Up phone call within 48 to 72 Hours.

Key Points

The first follow-up visit should address specific aspects, including volume status, hemodynamic stability, kidney function and electrolytes, the regimen of recommended therapies, patient understanding, adherence challenges (including insurance/coverage issues), and goals of care.

Pathway Content

The recently hospitalized patient is particularly vulnerable to decompensation after discharge. In the first 30 days following an admission for HF, up to 25% of patients will be readmitted (193). Risk factors for decompensation include not only incomplete recovery from acute illness, but also nutritional issues, sleep deprivation, and deconditioning (194). Issues not addressed during hospitalization, or those addressed but incompletely followed up, can also contribute. Management of the transition from inpatient to outpatient care is crucial, and the first post-discharge follow-up visit can serve as an essential fulcrum for these efforts (195). The post-discharge follow-up comprises 2 distinct events: 1) a follow-up phone call within 2 to 3 days of discharge; and 2) the clinic visit, within 7 to 14 days of hospital discharge.

  Follow-Up Phone Call Within 48 to 72 Hours
  Follow-Up Phone Call Within 48 to 72 Hours

The follow-up phone call checklist (Figure 13) can be used on its own or integrated into the EHR. An important component of this assessment is to ensure that the patient (or caregiver) can verbalize understanding of the discussion (teach-reteach method) (196). A systematic approach with a checklist can help organize and streamline the phone call to ensure that it is comprehensive yet focused.

  First Post-Discharge Visit
  First Post-Discharge Visit

Whereas the structure of the post-discharge visit can vary between medical centers, depending on the resources available, we believe that the key components listed in Figure 14 should be considered, ideally linked to specific recommendations and potentially integrated into the EHR for ease of documentation. Of particular importance are evaluation as indicated by clinicians with expertise in HF, and other consultation such as from nutrition and social work, measurement of laboratories, management of comorbid conditions, and education. Outpatient health care services that have been assigned before discharge should be linked in, both to inform and be informed about the ongoing progress after discharge.

Management of Comorbidities.
HF patients are often readmitted for diagnoses other than HF, and so active comorbid conditions (Table 4) should be aggressively addressed at the time of the post-discharge visit.

Medication Reconciliation.
HF patients are often prescribed multiple chronic medications, and errors in prescription are particularly common during transitions of care. The early post-discharge period offers an opportunity for comprehensive patient-centered medication reconciliation and continued progress toward optimization of recommended medical and device therapies (https://www.cardiosmart.org/SDM/Decision-Aids/Find- Decision-Aids/Heart-Failure).

As HF medications frequently remain at suboptimal doses, perhaps due to “therapeutic inertia” (201,202), a standardized approach to medication titration may be ideal, as has been addressed in prior decision pathway documents (TreatHF). Optimization of dosages is addressed in the Trajectory and Transition nodes, and information about future plans and potential impediments to increased dosing forms part of the Focused Discharge Handoff (Figure 11).

Laboratory Testing.
Laboratory studies usually performed during the post-discharge visit include an assessment of kidney function when patients are in the transition period with medications.

Trajectory of Clinical Decline.
A subset of patients with HF will continue to have symptoms and rapid disease progression despite being on maximally tolerated GDMT and may even need down titration of neurohormonal blockade (196). When advanced treatment strategies such as transplantation or mechanical circulatory support may be options, referral to advanced HF specialists may be indicated or a shift in focus to palliative care may be appropriate for many stage D patients (203). The I-NEEDHELP algorithm can be useful to guide patient selection for referral follow-up to an advanced HF specialist (13).

References

Palliative Care
Principles of palliative care may be relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making between the in-hospital care team and patients and families. For more details, review the complete palliative care section.

Timing

Palliative care can coexist with active and even invasive treatments up to the point of transition to hospice care.

Key Points

Principles of palliative care applied by the in-hospital care team or by palliative care specialists may be particularly relevant when an unfavorable trajectory warrants communication about prognosis, options, and decision-making with patients and families.

Pathway Content

Palliative care addresses goals of care, advance care planning, and symptom management for patients with life-threatening conditions or debilitating illness. Palliative care seeks to assess and mitigate the burden of disease experienced by patients, their caregivers, and their loved ones, including physical and psychosocial-spiritual distress (Figure 15). There is a growing recognition of the importance of palliative care in the management of patients with HF (109,110) and an emerging evidence base to support its routine incorporation (205). Important principles concerning integration of palliative care were outlined in the 2017 expert consensus document for optimization of treatment (13). Palliative care can coexist with active and even invasive treatments up to the point of transition to hospice care. Data show that referral to palliative care for these patients remains underutilized (54).

Practically, advance care planning involves prospective identification of a surrogate decision-maker and consideration of the type and degree of care that patients would choose in the event they lose decision making capacity. Ideally, all patients with HF would have advance care planning discussions about these issues as stable outpatients, but sometimes it is necessary to consider them in the inpatient or post-discharge setting. Even if a patient is not ready to discuss goals of care on admission, he or she should still be asked about confirming or establishing a surrogate decision-maker. Goals of care discussions should play an important part in the care of many patients admitted with HF (196), particularly at the point of trajectory checks (Figure 4). These discussions may consist of simply reviewing and confirming advance care plans, or may be more extensive and complicated (Table 9 and Appendix 4).

The patient’s values and preferences should have been explored prior to making advance care plans, but often require re-evaluation or clarification. A crucial step in the process is assessing a patient’s readiness to engage in goals of care discussions. Understanding the patient’s perspective will allow the clinicians to address the issue in a sensitive manner. The clinician should then assess the patient’s understanding of prognosis, a key foundation for goals of care discussions. Resources useful for both patients and clinicians in these discussions can be found at cardiosmart.org and in an HFSA Advanced Care Training Module, and useful language is in Appendix 4.

Shared decisions among patients, families, and clinicians should harmonize goals of care with consideration of any new interventions related to the current hospitalization, particularly therapies like intravenous inotropic infusions, mechanical circulatory support, dialysis, and the defibrillation function of implantable cardioverter defibrillators. These interventions require thoughtful consideration, with benefits to quality of life and longevity weighed in relation to burden and subsequent consequences. For example, many of these therapies, once instituted, may complicate options and timing for decisions regarding enrollment into hospice. Part of advance care planning includes consideration under what circumstances these therapies should be terminated/ discontinued.

Ideally, decisions about termination of therapies, deactivation of devices, and code status should be congruent with each other, and also with prognosis, reasonable therapeutic options, and patients’ overall goals. However, these decisions can be emotionally charged for patients and family members (who may play a significant role in decision-making, even when patients retain decisionmaking capacity), and sometimes they may be incongruent for a time. For many patients, there will be a stepwise progression away from life prolongation by means of all available interventions to simplification of care toward comfort. Attention to quality of life for patients and offers of bereavement counseling for families can help to alleviate distress and are often best accomplished under the aegis of hospice care. However, many patients understanding their prognosis continue to value life extension, even in the setting of suffering (196,206), and may not choose hospice care until within a few hours or days of death. Clinicians participating in advance care planning and goals of care discussions should be attuned to these issues and help patients and caregivers/loved ones to explore their values, fears and hopes.

Specialists in palliative care can be useful at several points during the hospitalization. They are particularly skilled at helping patients and families navigate the difficult process of complicated advance care planning and goals of care discussions, particularly in the setting of unrealistic expectations, which may play out as demands for medically inappropriate care. Working to establish realistic expectations early on, as part of trajectory checks, can help to avoid this situation. When it does occur, ethics consultants can plan an important role, in addition to palliative care experts. Palliative care specialists also provide expertise in managing noncardiac symptoms and holistically improving quality of life near the end. While treatment to relieve symptoms of congestion usually continues until death and is the purview of clinicians caring for patients with HF, palliative care specialists can provide help regarding use of opiates for refractory dyspnea and pain and treatment of other end-stage symptoms such as agitation and sleeplessness. Palliative care specialists may also help to facilitate the transition to hospice.

Involvement of continuing care providers is of obvious importance; the focused discharge handoff (Figure 11) should specify code status and also note when discussion of goals has been deferred to the outpatient setting (Table 9).

References