WEBVTT

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Her ejection fraction is sixty-three percent.

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She still cannot finish the walk she used to enjoy.

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A reassuring number has not explained what changed.

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Welcome to HEART RESERVE Clinical Conversations.

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I’m Lisa Zahakos, a physician assistant and founder of HEART RESERVE.

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In this episode, we’ll follow Renee with unexplained breathlessness, Angela with a

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treatment decision, and Teresa after a hospitalization.

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These are fictional teaching cases for clinicians.

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You can listen straight through, or use the chapters to return to

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a case. I’ll ask you to consider a few decisions and then

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walk through the reasoning. The activity page has the objectives, references and

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online questions. This episode focuses on heart failure with preserved ejection fraction.

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The syndrome requires more than a pumping percentage: symptoms or signs must

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be connected to objective cardiac evidence.

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Ejection fraction categories, trial entry criteria and product indications are related but

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are not interchangeable. Under the 2022 U S guideline and historical trial

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terminology, heart failure with preserved ejection fraction refers to a left ventricular

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ejection fraction of at least 50 percent; heart failure with mildly reduced

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ejection fraction refers to 41 to 49 percent.

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The 2026 European Society of Cardiology guideline instead uses reduced ejection fraction

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for values below 50 percent and preserved ejection fraction for values of

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at least 50 percent, removing the separate mildly reduced category.

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Identify the guideline framework. These naming changes do not alter completed trials

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or U S product-label boundaries. Several trials and the finerenone heart-failure indication

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include left ventricular ejection fraction of at least 40 percent.

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Always read the actual study or label boundary.

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The women’s-health focus is a reason to ask a fuller history and

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examine care gaps. It is not a claim that every woman has

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the same phenotype or that a medicine works better simply because the

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patient is a woman. Pregnancy history, blood pressure, metabolic disease, kidney health,

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function and access belong in one clinical story.

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Let’s begin with Renee. Renee used to walk the school track while

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her daughter practiced. Over six months she has begun stopping after one

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lap. The report says left ventricular ejection fraction 63 percent.

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She was told the result was reassuring.

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She wants to know why activity has become harder.

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Presentation. Stable exertional dyspnea; no new chest pain, syncope or breathlessness at

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rest. Context. body mass index 37 kilograms per square meter; hypertension; remote

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severe preeclampsia. Available tests. left ventricular ejection fraction 63 percent; N T

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pro B N P 88 picograms per milliliter; full echo parameters not

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yet reviewed. Clinical task. Keep the differential open and obtain the evidence

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needed to explain the symptom. Begin with the change in her life.

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Ask Renee to describe a usual day before and after the symptoms

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began. A comparison with her own baseline is more useful than asking

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only whether she can exercise. How far does she walk?

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Does she stop because of breathlessness, fatigue, chest discomfort, pain or fear

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of falling? Is the limitation reproducible?

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Has the pace of decline changed?

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Establish the timeline before interpreting any single result.

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Then separate a stable outpatient problem from a potentially unstable one.

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New breathlessness at rest, chest pressure, syncope, severe hypoxemia or rapidly progressive

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symptoms require urgent assessment according to the presentation.

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The reassuring wording on an old echocardiogram must not override a new

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concerning symptom. Renee’s initial presentation is stable; that permits a structured evaluation,

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not a dismissal. Ask about orthopnea, waking breathless, edema, weight change, palpitations,

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sleep-disordered breathing and exertional chest symptoms.

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Reconcile prescribed and nonprescribed medicines. Review blood pressure history, atrial fibrillation, kidney

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disease, diabetes, valve disease and previous cardiovascular testing.

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A description such as 'deconditioned' may eventually be reasonable, but it should

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not replace the assessment needed to support it.

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What a preserved ejection fraction can, and cannot, tell you.

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Ejection fraction is the proportion of end-diastolic ventricular volume ejected with a

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beat. It does not directly measure filling pressure, reserve during exercise or

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the total burden of a multisystem illness.

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A woman can have preserved left ventricular ejection fraction and still have

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a clinically important limitation in filling, vascular function or the response to

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exertion. Conversely, an ejection fraction of 63 percent is not evidence by

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itself that heart failure with preserved ejection fraction is present.

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Read the entire echocardiogram in clinical context.

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Review chamber size, left atrial volume, wall thickness, tissue Doppler measurements, estimated

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filling-pressure indices, right-sided findings and valve assessment.

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Image quality and rhythm matter. A report of 'diastolic dysfunction' does not

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automatically establish symptomatic heart failure; an apparently normal resting study does not

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necessarily explain exertional symptoms. Do not calculate a diagnostic score with missing

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inputs. Renee’s ejection fraction and N T pro B N P do

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not supply the information required for a complete H2FPEF or HFA-PEFF assessment.

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A score can organize uncertainty when used in the population and context

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for which it was designed. Its output should help decide the next

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step, not substitute for reasoning. Here is the decision.

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Which information would most help determine whether Renee’s evaluation is on the

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right track? Pause here if you would like a moment to think

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it through. The best next step in this case is: Review the

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symptom trajectory, examination, full echo findings and competing causes.

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These findings connect her functional change to a focused diagnostic plan.

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Use biomarkers without letting them close the case.

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Natriuretic peptides are useful, but obesity can lower their concentrations.

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An unflagged value is therefore less reassuring when the clinical question is

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heart failure with preserved ejection fraction in a woman with obesity and

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exertional symptoms. Other conditions, including atrial fibrillation and kidney dysfunction, can also

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alter interpretation. Use the actual value, units, assay and context rather than

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the laboratory flag alone. A selected 2024 research cohort illustrates this problem.

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Among 78 volunteers with obesity and dyspnea, 65 percent were women.

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Forty qualified for invasive exercise testing; 24 were found to have heart

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failure with preserved ejection fraction. That is 60 percent of those tested

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and 31 percent of the full sample.

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Resting N T pro B N P and echocardiographic measures did not

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clearly separate the groups. These findings support a diagnostic concern; they are

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not a population prevalence estimate for all women with obesity.

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For Renee, the practical response is to obtain the missing information and

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reconsider the competing explanations. It is not to diagnose heart failure with

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preserved ejection fraction from body mass index, start every heart failure medicine

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empirically, or reassure her solely because the laboratory result was not flagged.

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Make the differential explicit. heart failure with preserved ejection fraction is one

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explanation for breathlessness, not the only one.

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The first evaluation commonly includes a focused examination, ECG, appropriate laboratory testing

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and review of imaging. Testing should be selected to answer the clinical

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question: anemia, pulmonary disease, rhythm disturbance, ischemia, significant valve disease and other

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causes may need consideration. Obesity can coexist with each of these conditions.

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Some disorders can resemble heart failure with preserved ejection fraction yet require

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a different diagnostic and treatment pathway.

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Clues to infiltrative cardiomyopathy, constrictive physiology or important valve disease should prompt

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directed evaluation. Do not label every thickened ventricle as ordinary hypertensive remodeling.

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Equally, do not send every patient with dyspnea for every advanced test;

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use the history and first-line findings to choose what will resolve the

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uncertainty. Document both the leading hypothesis and the reason it remains uncertain.

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'Possible heart failure with preserved ejection fraction; full echo and alternate causes

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under review' is more useful than a premature definitive diagnosis.

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That distinction also protects later treatment decisions from being based on a

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diagnosis that was never confirmed. When resting data leave an intermediate probability.

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The HFA-PEFF framework uses clinical assessment, echocardiographic and natriuretic-peptide evidence, functional testing

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when uncertainty remains, and a final search for the underlying cause.

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The H2FPEF approach estimates diagnostic likelihood from clinical and echocardiographic features.

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These tools answer related questions with different inputs; disagreement or an intermediate

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result is a reason to review the evidence, not average the scores.

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In a symptomatic patient whose resting findings do not resolve the question,

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specialist assessment may lead to exercise echocardiography or invasive exercise hemodynamics.

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The choice depends on the remaining uncertainty, local expertise, feasibility and the

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patient’s circumstances. A normal resting pressure cannot necessarily answer what happens during

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the activity that produces symptoms. Explain the purpose of the referral in

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the order: 'Persistent exertional dyspnea with obesity and hypertension, preserved ejection fraction,

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nondiagnostic resting assessment; please evaluate for heart failure with preserved ejection fraction

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and mimics.' Include the actual tests, symptom trajectory and question.

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This gives the receiving clinician a starting point and makes it easier

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to recognize whether the referral has answered the question.

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Bring the history forward without overinterpreting it.

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Renee remembers severe preeclampsia but has never been asked about it in

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a general medical visit. Record the condition and timing as part of

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her cardiovascular history. It may strengthen the prevention conversation, but it cannot

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establish the cause of her current dyspnea.

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Pregnancy complications are not interchangeable with a past diagnosis of peripartum cardiomyopathy,

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and neither should be inferred without evidence.

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Ask what she understood from the earlier test: 'When you heard that

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the pumping percentage was normal, did you think that meant there could

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not be a heart problem?' Then correct the misunderstanding without creating unnecessary

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certainty: 'The pumping percentage is preserved.

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We still need to understand why activity has become harder.

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We are checking heart and nonheart causes.' Close with a concrete plan:

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the next test or consultation, who tracks it, how she receives the

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result and which new symptoms change the urgency.

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If transportation or cost makes the planned test unrealistic, address that before

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ending the visit. The outcome of this encounter is an explained next

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step, not simply a referral entered in the chart.

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Here is the decision. After reviewing the resting data, uncertainty remains.

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Which referral best communicates the clinical need?

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Pause here if you would like a moment to think it through.

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The best next step in this case is: Describe persistent exertional symptoms,

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available findings, alternatives and the question of exercise evaluation.

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A focused referral makes the uncertainty and desired next decision clear.

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The takeaway: Preserved ejection fraction and a low natriuretic peptide do not

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end the evaluation of persistent exertional symptoms.

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Confirm the syndrome, examine alternatives and track the next diagnostic step.

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Before we move on, let’s apply that reasoning in more detail.

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Test the reassurance: a worked diagnostic reveal.

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Return to Renee after the complete resting evaluation.

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There is no major valve lesion, no clear anemia and no sustained

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tachyarrhythmia. A complete H F A peff assessment is intermediate.

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This does not turn a nondiagnostic study into a negative study.

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Her symptom occurs during exertion; a resting measurement may not reproduce the

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physiology causing it. The next question is which functional assessment can resolve

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the uncertainty and change management. If specialist exercise echocardiography remains inconclusive or

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is not feasible, invasive exercise hemodynamics may be appropriate in a center

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with the required expertise. Explain what the additional test will answer, its

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burdens and the alternatives. Do not assume that everyone with obesity needs

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catheterization; persistent symptoms, the probability of disease and the consequences of the

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result drive the decision. A 2025 study using selected outpatient diagnostic cohorts

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found that the usual N T pro B N P threshold of

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125 picograms per milliliter had sensitivity of 82 percent when body mass

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index was below 35 and 67 percent when body mass index was

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at least 35. This supports caution about a low value in Renee.

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It does not establish a new universal threshold or a screening test

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for asymptomatic people. Atrial fibrillation and kidney dysfunction can raise concentrations, while

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obesity can lower them. A single laboratory flag cannot resolve those competing

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influences. Before referral, state one sentence that states the clinical uncertainty and

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one that states the functional loss.

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Then attach the actual echo measurements, rhythm, biomarker value, blood pressure history

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and relevant testing. Ask the receiving team to report both the diagnostic

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conclusion and the next treatment or follow-up responsibility.

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A referral succeeds when its answer returns to the clinician and patient

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who need it. Now meet Angela.

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Her heart failure diagnosis has been confirmed.

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Angela has confirmed heart failure with preserved ejection fraction.

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A diuretic helped her edema, but she still stops on the walk

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to her mailbox. She asks whether heart-failure medicines can help when she

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does not have diabetes. Established diagnosis.

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heart failure with preserved ejection fraction confirmed after clinical and objective assessment;

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left ventricular ejection fraction 58 percent.

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Current context. body mass index 35 kilograms per square meter; A one

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C 5.8 percent; no diabetes. Safety starting point.

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E G F R 48 milliliters per minute per one point seven

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three square meters; potassium 4.6 milliequivalents per liter; review current volume status.

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Patient goal. Walk to the mailbox with fewer stops; preserve strength and

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independence. Match each treatment to the problem it is meant to solve.

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Begin with current congestion, blood pressure, kidney function, rhythm, comorbidities, medication access

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and Angela’s goal. A drug that relieves fluid overload and a therapy

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that reduces future heart failure events may both have a role, but

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their purposes should be clear. Do not use improved edema as evidence

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that the overall risk has disappeared.

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Contemporary heart failure with preserved ejection fraction care integrates heart failure-directed treatment

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with management of obesity, diabetes when present, hypertension, kidney disease, atrial fibrillation

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and coronary disease. The 2026 American College of Cardiology update incorporates newer

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evidence for S G L T 2 inhibitors, nonsteroidal mineralocorticoid receptor antagonists

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and incretin-based therapies within that broader approach.

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This is not a direction to give every agent to every patient

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in a fixed sequence. Ask what Angela is already taking, what she

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has previously stopped and why. A medication list may contain an agent

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she never obtained or a dose she no longer uses.

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Explain the expected benefit in terms that match the evidence: symptoms, worsening

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heart failure events, hospitalization or another measured endpoint.

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Avoid promising an individual outcome from an average trial result.

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S G L T 2 inhibition is not restricted to patients with

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diabetes. In EMPEROR-Preserved, 5,988 participants with symptomatic heart failure and left ventricular

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ejection fraction above 40 percent received empagliflozin or placebo.

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The primary composite of cardiovascular death or heart failure hospitalization occurred in

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13.8 percent versus 17.1 percent; the hazard ratio was 0.79 (95 percent

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confidence interval 0.69 to 0.90). The effect was largely driven by fewer

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heart failure hospitalizations and was observed with and without diabetes.

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DELIVER tested dapagliflozin in 6,263 participants with left ventricular ejection fraction above

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40 percent. Worsening heart failure or cardiovascular death occurred in 16.4 percent

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versus 19.5 percent, with a hazard ratio of 0.82 (95 percent confidence

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interval 0.73 to 0.92). The trials support heart failure treatment beyond glucose

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lowering. They do not show that one S G L T 2

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inhibitor is superior to the other.

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Angela’s absence of diabetes is therefore not a reason by itself to

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exclude an appropriate S G L T 2 inhibitor.

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Review the selected product’s heart failure indication, renal-use instructions, volume status, contraindications

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and access. Discuss genital infection symptoms, volume depletion and the possibility of

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ketoacidosis even without marked hyperglycemia. Provide individualized instructions for illness, fasting and

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procedures; empagliflozin’s label specifies withholding for at least three days before surgery

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or procedures associated with prolonged fasting, when possible.

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Do not turn a monitoring conversation into a list the patient cannot

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use. Ask Angela which instruction she would follow if she were unable

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to eat or drink. Clarify whom she calls and when.

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Coordinate any diuretic adjustment with her volume assessment and the prescribing team

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rather than giving a universal instruction to reduce or stop it.

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Here is the decision. Angela asks why a medicine commonly discussed for

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diabetes is being considered. Which answer is most accurate?

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Pause here if you would like a moment to think it through.

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The best next step in this case is: It is being considered

00:17:25.687 --> 00:17:29.250
for heart failure benefit; the evidence includes people without diabetes.

00:17:29.527 --> 00:17:32.801
The indication and evidence should be explained in heart failure terms.

00:17:33.131 --> 00:17:36.038
What the newer obesity trials actually establish.

00:17:36.586 --> 00:17:42.260
STEP H F peff studied semaglutide 2.4 milligrams in 529 participants with

00:17:42.303 --> 00:17:46.546
obesity and heart failure with preserved ejection fraction without diabetes.

00:17:46.735 --> 00:17:52.325
At 52 weeks, the between-group improvement in Kansas City Cardiomyopathy Questionnaire clinical

00:17:52.495 --> 00:17:57.989
summary score was 7.8 points, and weight reduction was greater with semaglutide.

00:17:58.277 --> 00:18:02.330
The main lesson is improvement in symptoms, physical limitations and weight in

00:18:02.373 --> 00:18:05.547
the studied population. It was not a mortality trial.

00:18:05.821 --> 00:18:11.837
SUMMIT studied tirzepatide in 731 participants with obesity and left ventricular ejection

00:18:12.050 --> 00:18:13.833
fraction of at least 50 percent.

00:18:14.208 --> 00:18:19.499
Cardiovascular death or worsening heart failure occurred in 9.9 percent versus 15.3

00:18:19.595 --> 00:18:27.014
percent (hazard ratio 0.62, 95 percent confidence interval 0.41 to 0.95).

00:18:27.199 --> 00:18:31.295
Fewer worsening heart failure events drove the result; cardiovascular death alone was

00:18:31.338 --> 00:18:34.823
not shown to be reduced. These trials ask different questions and cannot

00:18:34.993 --> 00:18:36.551
be used as a head-to-head ranking.

00:18:36.914 --> 00:18:40.621
Their effect sizes use different endpoints, populations and follow-up.

00:18:40.915 --> 00:18:44.840
Weight loss, symptom improvement and clinical event reduction should not be collapsed

00:18:44.883 --> 00:18:48.403
into a single claim that all incretin therapies do the same thing.

00:18:48.637 --> 00:18:51.020
Current US product indications also matter.

00:18:51.354 --> 00:18:56.644
The reviewed Wegovy and Zepbound labels contain obesity-related indications; the reviewed Zepbound

00:18:56.729 --> 00:19:00.538
label also includes obstructive sleep apnea in adults with obesity.

00:19:00.805 --> 00:19:04.005
Neither should be described here as carrying a specific heart failure with

00:19:04.090 --> 00:19:08.179
preserved ejection fraction indication. A clinician may use a medicine for an

00:19:08.221 --> 00:19:11.848
approved obesity indication in a patient who also has heart failure with

00:19:11.933 --> 00:19:16.371
preserved ejection fraction, while discussing heart failure with preserved ejection fraction trial

00:19:16.413 --> 00:19:20.659
evidence accurately. Verify the current exact label at prescribing and at course

00:19:20.745 --> 00:19:24.435
release. What belongs in an individualized obesity conversation.

00:19:24.841 --> 00:19:28.521
Ask permission to discuss weight and the symptoms that matter to Angela.

00:19:28.831 --> 00:19:31.648
Her goal is not simply a lower number: she wants to reach

00:19:31.776 --> 00:19:34.353
the mailbox and manage her daily responsibilities.

00:19:34.754 --> 00:19:39.106
Discuss treatment options in the context of access, preferences, other conditions and

00:19:39.149 --> 00:19:41.367
the ability to sustain nutrition and function.

00:19:41.751 --> 00:19:45.666
Review the selected agent’s contraindications, precautions and interactions.

00:19:46.083 --> 00:19:52.141
For semaglutide and tirzepatide, the relevant labeling includes the medullary thyroid carcinoma/multiple

00:19:52.397 --> 00:19:59.074
endocrine neoplasia type 2 contraindication and important gastrointestinal, gallbladder, pancreatitis and other

00:19:59.202 --> 00:20:02.743
precautions. This case is not a dose-escalation protocol.

00:20:02.999 --> 00:20:07.025
Use the product-specific prescribing information and the patient’s clinical context.

00:20:07.339 --> 00:20:12.075
Ask whether nausea, food insecurity, dental problems or living alone interfere with

00:20:12.118 --> 00:20:17.035
intake. A registered dietitian can help individualize nutrition while protecting function.

00:20:17.429 --> 00:20:21.227
Do not assign a universal protein, fluid or sodium prescription from this

00:20:21.312 --> 00:20:25.707
vignette; heart failure symptoms, kidney disease and nutritional status can change what

00:20:25.749 --> 00:20:30.985
is appropriate. Adapt physical activity to stability, symptoms and ability, and revisit

00:20:31.155 --> 00:20:33.566
strength and daily function as weight changes.

00:20:34.142 --> 00:20:38.396
At follow-up, ask what was obtained, what was tolerated and what changed.

00:20:38.724 --> 00:20:42.948
Include symptoms and a functional goal alongside weight, blood pressure and laboratory

00:20:43.076 --> 00:20:47.556
findings. A change in weight could reflect fluid, nutritional intake or intentional

00:20:47.684 --> 00:20:53.973
loss; interpreting it requires context. Read mineralocorticoid receptor antagonist evidence without assuming

00:20:54.016 --> 00:20:59.489
a class effect. Mineralocorticoid receptor antagonists are not interchangeable evidence packages.

00:20:59.842 --> 00:21:06.492
Spironolactone and eplerenone are steroidal mineralocorticoid receptor antagonists; finerenone is nonsteroidal.

00:21:06.786 --> 00:21:11.650
Receptor selectivity and pharmacologic properties differ, but a mechanistic difference does not

00:21:11.778 --> 00:21:17.824
establish comparative clinical superiority. In TOPCAT, spironolactone did not significantly reduce the

00:21:17.867 --> 00:21:22.133
overall primary composite endpoint in the studied heart failure with preserved ejection

00:21:22.304 --> 00:21:27.835
fraction population. heart failure hospitalization was lower, and hyperkalemia was more frequent.

00:21:28.133 --> 00:21:33.493
Important regional differences complicate interpretation. Selected patients may still have reasons for

00:21:33.536 --> 00:21:37.674
a steroidal mineralocorticoid receptor antagonist, but the result should not be described

00:21:37.802 --> 00:21:42.436
as an unequivocally positive overall heart failure with preserved ejection fraction trial.

00:21:42.973 --> 00:21:48.690
In FINEARTS H F, 6,001 participants with left ventricular ejection fraction of

00:21:48.733 --> 00:21:52.700
at least 40 percent were randomized to finerenone or placebo.

00:21:52.956 --> 00:21:56.668
The composite rate of total worsening heart failure events and cardiovascular death

00:21:56.796 --> 00:22:03.253
was lower with finerenone (rate ratio 0.84, 95 percent confidence interval 0.74

00:22:03.449 --> 00:22:08.221
to 0.95). Cardiovascular death alone was not significantly reduced.

00:22:08.370 --> 00:22:13.149
Hyperkalemia was more frequent. Its current heart failure indication and monitoring requirements

00:22:13.234 --> 00:22:17.402
are addressed in Teresa’s case. Do not compare TOPCAT and FINEARTS H

00:22:17.573 --> 00:22:21.790
F as though patients were randomized between spironolactone and finerenone.

00:22:22.081 --> 00:22:27.671
Do not stack two mineralocorticoid receptor antagonists without a specific specialist-directed reason

00:22:27.841 --> 00:22:32.492
and a careful safety review. The treatment decision should identify the indication,

00:22:32.748 --> 00:22:34.675
the evidence and the monitoring burden.

00:22:34.866 --> 00:22:38.828
Separate a pooled analysis from a heart failure with preserved ejection fraction

00:22:39.000 --> 00:22:44.265
trial. FINE-HEART pooled participant-level data from FIDELIO D K D, FIGARO D

00:22:44.309 --> 00:22:46.263
K D and FINEARTS H F.

00:22:46.504 --> 00:22:52.739
Its 18,991 participants span chronic kidney disease with type 2 diabetes and

00:22:52.783 --> 00:22:56.285
heart failure with mildly reduced or preserved ejection fraction.

00:22:56.626 --> 00:22:59.524
It is not a new head-to-head trial and is not a heart

00:22:59.612 --> 00:23:02.572
failure with preserved ejection fraction-only population.

00:23:02.940 --> 00:23:09.570
Its primary cardiovascular-death result did not reach statistical significance (hazard ratio 0.89,

00:23:09.659 --> 00:23:14.208
95 percent confidence interval 0.78 to 1.01).

00:23:14.379 --> 00:23:20.352
A 2026 sex analysis included 6,664 women, 35 percent of the pooled

00:23:20.395 --> 00:23:24.864
population. Women had a greater multimorbidity burden and were less likely to

00:23:24.906 --> 00:23:28.384
receive several commonly indicated CKM therapies at baseline.

00:23:28.874 --> 00:23:32.800
No evidence of treatment-effect heterogeneity by sex was found for the assessed

00:23:32.928 --> 00:23:38.152
finerenone outcomes. This supports attention to treatment access and equitable assessment; it

00:23:38.194 --> 00:23:41.323
does not establish a special female-only drug effect.

00:23:41.592 --> 00:23:45.646
For Angela, close the treatment discussion by listing the clinical problem, the

00:23:45.688 --> 00:23:49.955
option chosen or deferred, the reason, the safety plan and her own

00:23:50.040 --> 00:23:53.582
goal. A defensible decision may include a reason not to use a

00:23:53.582 --> 00:23:58.503
therapy. Educational success is appropriate selection and follow-through, not the number of

00:23:58.546 --> 00:24:01.042
prescriptions or adoption of a particular brand.

00:24:01.362 --> 00:24:05.192
Here is the decision. Angela reads that one trial improved symptoms and

00:24:05.235 --> 00:24:07.453
another reduced a composite event outcome.

00:24:07.667 --> 00:24:11.080
What should the clinician clarify? Pause here if you would like a

00:24:11.123 --> 00:24:13.836
moment to think it through. The best next step in this case

00:24:14.007 --> 00:24:18.871
is: Confirm each study’s population, endpoint and current product label before applying

00:24:18.999 --> 00:24:23.447
the result. This avoids converting different evidence into an unsupported drug ranking.

00:24:23.800 --> 00:24:28.877
The takeaway: Use heart failure evidence even without diabetes, distinguish symptom and

00:24:28.962 --> 00:24:32.226
event endpoints, and individualize obesity treatment.

00:24:32.504 --> 00:24:35.646
Compare each option with its own evidence and current label.

00:24:36.233 --> 00:24:39.327
Before we move on, let’s apply that reasoning in more detail.

00:24:39.689 --> 00:24:42.356
A treatment gap is a prompt to assess eligibility.

00:24:42.590 --> 00:24:50.825
A US registry study published in 2025 examined 759,915 patients at 191

00:24:50.910 --> 00:24:57.777
outpatient cardiovascular practices using records from July 2019 through June 2023.

00:24:58.012 --> 00:25:02.278
In the combined heart failure with mildly reduced ejection fraction/heart failure with

00:25:02.364 --> 00:25:07.803
preserved ejection fraction group, recorded S G L T 2-inhibitor prescribing reached

00:25:07.974 --> 00:25:10.171
12.8 percent in the final quarter.

00:25:10.577 --> 00:25:14.417
Female sex was associated with lower prescribing across the overall heart failure

00:25:14.502 --> 00:25:19.680
cohort. This is a historical observational finding, not a current 2026 rate

00:25:19.808 --> 00:25:22.769
or proof that every untreated patient should receive a medicine.

00:25:23.042 --> 00:25:27.266
Use the gap to improve the decision process: confirm the syndrome, assess

00:25:27.351 --> 00:25:32.386
clinical and product-specific eligibility, explain the expected benefit and limits, review safety

00:25:32.599 --> 00:25:35.064
and cost, and document the agreed plan.

00:25:35.353 --> 00:25:38.873
A balanced education program measures the quality of those decisions.

00:25:39.108 --> 00:25:41.967
It does not set a target for prescriptions of a particular product

00:25:42.223 --> 00:25:47.312
or assume that education alone removes insurance, laboratory or referral barriers.

00:25:47.665 --> 00:25:52.358
For heart failure, empagliflozin and dapagliflozin are each given at 10 milligrams

00:25:52.444 --> 00:25:55.953
daily when appropriate, but their renal-use instructions are not identical.

00:25:56.262 --> 00:25:59.888
Dapagliflozin initiation is not recommended below an E G F R of

00:25:59.974 --> 00:26:05.042
25 milliliters per minute per one point seven three square meters; empagliflozin

00:26:05.084 --> 00:26:08.540
heart failure studies enrolled patients down to 20 and did not enroll

00:26:08.626 --> 00:26:12.594
those below 20. Review the current complete label and clinical context rather

00:26:12.679 --> 00:26:14.504
than applying a single class cutoff.

00:26:14.793 --> 00:26:19.956
Assess volume status and correct depletion before initiation; the loop-diuretic plan may

00:26:19.999 --> 00:26:25.579
need adjustment. Review genital symptoms, serious urinary symptoms, poor intake and the

00:26:25.622 --> 00:26:28.834
possibility of ketoacidosis without marked hyperglycemia.

00:26:29.146 --> 00:26:32.687
Both labels direct withholding for at least three days before surgery or

00:26:32.730 --> 00:26:36.015
procedures associated with prolonged fasting, when possible.

00:26:36.357 --> 00:26:39.952
Restarting requires clinical stability and resumed oral intake.

00:26:40.219 --> 00:26:43.675
Give the patient an actionable instruction and a contact route rather than

00:26:43.718 --> 00:26:45.830
an unexplained list of adverse effects.

00:26:46.065 --> 00:26:48.731
Separate guidance, approval and the woman in front of you.

00:26:48.923 --> 00:26:51.153
Evidence evolves after a course is written.

00:26:51.463 --> 00:26:57.820
The 2026 European Society of Cardiology guideline adds contemporary European recommendations across

00:26:57.991 --> 00:27:02.823
ejection fraction categories and discusses obesity therapies in symptomatic heart failure.

00:27:03.089 --> 00:27:07.655
US indication, dosing and safety decisions still require the current US product

00:27:07.783 --> 00:27:12.348
label and applicable US guidance. A guideline recommendation and a regulatory indication

00:27:12.604 --> 00:27:17.409
answer different questions. In the STEP H F peff pooled sex analysis,

00:27:17.537 --> 00:27:22.571
health-status improvement with semaglutide was similar in women and men, despite greater

00:27:22.742 --> 00:27:27.158
weight reduction in women. A women-focused case therefore does not justify claiming

00:27:27.201 --> 00:27:30.142
a uniquely larger heart failure treatment effect in women.

00:27:30.438 --> 00:27:34.534
Explain the population studied and the outcome measured, and avoid turning a

00:27:34.577 --> 00:27:37.130
subgroup description into a superiority claim.

00:27:37.421 --> 00:27:41.858
Build an individualized plan that also addresses blood pressure, atrial fibrillation when

00:27:41.901 --> 00:27:47.545
present, kidney health, sleep-disordered breathing, physical function, nutrition and access.

00:27:47.984 --> 00:27:53.637
Diuretics treat congestion; disease-modifying treatment and comorbidity management have distinct purposes.

00:27:54.000 --> 00:27:56.688
Neither weight loss nor relief of edema is a reason to stop

00:27:56.773 --> 00:27:59.574
asking whether the complete heart failure plan is appropriate.

00:28:00.103 --> 00:28:03.516
For our last case, Teresa is going home with a changed treatment

00:28:03.559 --> 00:28:07.633
plan. Teresa is home after a hospitalization for worsening heart failure.

00:28:07.825 --> 00:28:10.125
Her discharge list includes medication changes.

00:28:10.419 --> 00:28:13.448
A cardiology visit is planned, but she does not know who will

00:28:13.491 --> 00:28:16.428
review her next blood test. Clinical context.

00:28:16.678 --> 00:28:21.851
Confirmed heart failure with preserved ejection fraction; left ventricular ejection fraction 55

00:28:21.851 --> 00:28:25.083
percent; chronic kidney disease and type 2 diabetes.

00:28:25.424 --> 00:28:29.204
At the stable follow-up. E G F R 42 milliliters per minute

00:28:29.460 --> 00:28:34.814
per one point seven three square meters; potassium 4.7 milliequivalents per liter.

00:28:35.118 --> 00:28:40.010
Current task. Reconcile therapy and assess eligibility and safety before adding a

00:28:40.052 --> 00:28:46.122
mineralocorticoid receptor antagonist. Coordination gap. Laboratory date and responsible result reviewer are

00:28:46.165 --> 00:28:49.116
not documented. Reconstruct what is happening at home.

00:28:49.379 --> 00:28:52.408
Ask Teresa to bring the medicines she is actually taking, or review

00:28:52.536 --> 00:28:54.285
them by a reliable remote method.

00:28:54.712 --> 00:28:59.405
Compare the hospital list, the outpatient record, pharmacy information when available and

00:28:59.491 --> 00:29:03.858
her account. Resolve duplicate therapies, stopped medicines that remain in the record

00:29:04.071 --> 00:29:06.119
and prescriptions that were never filled.

00:29:06.460 --> 00:29:10.258
Ask about supplements, salt substitutes and nonprescription agents as part of the

00:29:10.300 --> 00:29:13.686
safety review. Do not interpret a missed dose as lack of interest

00:29:13.814 --> 00:29:20.556
without asking why. Cost, transportation, language, vision, manual dexterity and unclear instructions

00:29:20.897 --> 00:29:24.585
may all affect the plan. If the medicine is unaffordable, record the

00:29:24.628 --> 00:29:26.719
barrier and the action needed to address it.

00:29:26.975 --> 00:29:30.686
A plan that depends on a nonexistent supply is not an implemented

00:29:30.772 --> 00:29:35.752
treatment. Review symptoms, volume status, blood pressure and the trajectory of kidney

00:29:35.794 --> 00:29:39.890
function. The decision to add treatment must consider stability and the existing

00:29:39.976 --> 00:29:44.479
regimen. This fictional stable follow-up is an opportunity to close the monitoring

00:29:44.522 --> 00:29:48.148
gap; it is not permission to initiate therapy in a patient with

00:29:48.191 --> 00:29:53.638
acute deterioration without reassessment. Use the heart-failure label, not a remembered kidney

00:29:53.680 --> 00:29:58.203
schedule. Finerenone’s current US labeling includes adults with heart failure and left

00:29:58.331 --> 00:30:00.991
ventricular ejection fraction of at least 40 percent.

00:30:01.303 --> 00:30:04.397
Baseline potassium and E G F R are required.

00:30:04.717 --> 00:30:09.952
Do not initiate when potassium is above 5.0 milliequivalents per liter; initiation

00:30:10.165 --> 00:30:13.578
below E G F R 25 milliliters per minute per one point

00:30:13.664 --> 00:30:15.882
seven three square meters is not recommended.

00:30:16.181 --> 00:30:19.936
Strong C Y P 3 A 4 inhibitors and adrenal insufficiency are

00:30:19.936 --> 00:30:24.133
contraindications. Review interactions and the entire regimen.

00:30:24.432 --> 00:30:28.229
For the heart failure indication, starting and target doses depend on baseline

00:30:28.357 --> 00:30:32.197
E G F R, with subsequent decisions guided by potassium and kidney

00:30:32.240 --> 00:30:36.396
function. At Teresa’s stated baseline E G F R of 42, the

00:30:36.439 --> 00:30:39.938
label’s starting dose is 10 milligrams daily and target is 20 milligrams

00:30:40.023 --> 00:30:43.320
daily, subject to subsequent laboratory results and tolerability.

00:30:43.673 --> 00:30:47.001
Do not replace the heart failure dosing table with the chronic kidney

00:30:47.044 --> 00:30:51.560
disease-with-diabetes table. The heart failure label calls for potassium and E G

00:30:51.603 --> 00:30:55.869
F R four weeks after initiation and four weeks after dose adjustment,

00:30:56.083 --> 00:30:59.936
then periodically. Clinical changes may require earlier assessment.

00:31:00.205 --> 00:31:04.002
Use the current label for exact hold, restart and adjustment rules.

00:31:04.215 --> 00:31:07.522
The course does not replace those tables or a clinician’s judgment.

00:31:07.842 --> 00:31:12.430
Here is the decision. Teresa’s potassium is 4.7 and E G F

00:31:12.430 --> 00:31:17.289
R 42. After other eligibility and interaction checks, what completes a finerenone

00:31:17.417 --> 00:31:20.446
initiation plan? Pause here if you would like a moment to think

00:31:20.532 --> 00:31:23.979
it through. The best next step in this case is: Use the

00:31:24.021 --> 00:31:29.952
heart failure dosing instructions, arrange four-week potassium/E G F R testing, and

00:31:29.995 --> 00:31:32.587
name the reviewer and patient-contact process.

00:31:33.003 --> 00:31:36.651
The dose, tests, owner and communication process belong together.

00:31:36.928 --> 00:31:38.720
A laboratory order needs an owner.

00:31:38.891 --> 00:31:41.237
'Repeat labs' is not a complete plan.

00:31:41.536 --> 00:31:45.236
Specify the tests, date, location and responsible reviewer.

00:31:45.523 --> 00:31:48.809
The reviewer needs a process for acting on abnormal values and contacting

00:31:48.979 --> 00:31:51.923
Teresa. The team also needs a way to detect a test that

00:31:51.966 --> 00:31:55.454
was not completed; a missing result is not a normal result.

00:31:56.031 --> 00:31:59.700
For this case, the plan could read: 'Basic metabolic panel at four

00:31:59.786 --> 00:32:03.541
weeks after initiation, with potassium and E G F R review by

00:32:03.583 --> 00:32:08.889
the prescribing clinician; earlier clinical assessment if symptoms or intercurrent illness warrant.

00:32:09.076 --> 00:32:13.001
Nurse care coordinator checks completion and contacts the prescriber for missing or

00:32:13.044 --> 00:32:18.226
abnormal results. Results and instructions communicated to Teresa and documented.' The local

00:32:18.397 --> 00:32:21.981
team must assign real names and workable escalation thresholds.

00:32:22.237 --> 00:32:25.010
Confirm that the testing site is reachable and the order can be

00:32:25.053 --> 00:32:28.679
used there. Give Teresa a short written summary of when to go

00:32:28.850 --> 00:32:32.330
and whom to call. With her permission, include a support person.

00:32:32.629 --> 00:32:35.999
If a dose changes, the laboratory date must change with it; otherwise

00:32:36.170 --> 00:32:39.234
the chart can appear complete while the relevant monitoring is missed.

00:32:39.567 --> 00:32:42.639
Record that the result was reviewed and the patient informed.

00:32:42.980 --> 00:32:46.009
Sending a message into a portal that Teresa does not use may

00:32:46.052 --> 00:32:49.542
not complete the loop. Ask which contact method works for her and

00:32:49.585 --> 00:32:52.636
follow the organization’s privacy and communication policies.

00:32:52.870 --> 00:32:55.366
Explain benefit and risk in the same conversation.

00:32:55.601 --> 00:32:58.989
Teresa asks, 'Will this medicine keep me out of the hospital?' A

00:32:59.032 --> 00:33:03.725
useful answer respects both evidence and uncertainty: 'In a large trial, this

00:33:03.811 --> 00:33:08.348
treatment reduced the combined rate of worsening heart-failure events and cardiovascular death.

00:33:08.619 --> 00:33:11.094
It cannot promise that you will never need hospital care.

00:33:11.307 --> 00:33:15.019
We also need to watch potassium and kidney function.' Use the relevant

00:33:15.062 --> 00:33:17.509
population and endpoint when explaining a result.

00:33:17.866 --> 00:33:22.218
FINEARTS H F included mildly reduced and preserved ejection fraction; it counted

00:33:22.260 --> 00:33:25.775
recurrent worsening-heart failure events as well as cardiovascular death.

00:33:26.090 --> 00:33:29.418
A rate ratio for total events is not an individual patient’s chance

00:33:29.546 --> 00:33:33.643
of avoiding every event. The trial’s lack of a significant cardiovascular-death result

00:33:33.856 --> 00:33:37.269
alone should not be hidden. Ask Teresa to explain why the blood

00:33:37.312 --> 00:33:40.361
test matters. If she says it is only to see whether the

00:33:40.403 --> 00:33:42.750
drug is working, clarify the safety purpose.

00:33:43.006 --> 00:33:46.057
Hyperkalemia may not announce itself with a clear symptom.

00:33:46.334 --> 00:33:49.264
Monitoring is part of the treatment, even when she feels well.

00:33:49.507 --> 00:33:52.408
Do not let the routine pathway absorb an emergency.

00:33:52.834 --> 00:33:56.674
Now change the vignette. Teresa calls with new breathlessness at rest and

00:33:56.717 --> 00:34:00.173
chest pressure. This is a different decision from arranging the next routine

00:34:00.216 --> 00:34:05.694
blood test. Arrange emergency assessment; in the United States, severe or potentially

00:34:05.950 --> 00:34:10.473
life-threatening symptoms warrant calling 911. Do not ask her to wait for

00:34:10.516 --> 00:34:13.789
the scheduled visit or simply repeat an outpatient laboratory test.

00:34:14.076 --> 00:34:18.043
For nonemergency worsening symptoms, the care plan should explain how to reach

00:34:18.129 --> 00:34:20.753
the clinical team and when same-day advice is needed.

00:34:21.073 --> 00:34:24.571
Any individualized weight or symptom action plan should be provided by the

00:34:24.614 --> 00:34:28.856
treating team. Do not invent a universal diuretic self-adjustment rule from this

00:34:28.899 --> 00:34:32.867
case. Use teach-back while she is stable: 'If you develop chest pressure

00:34:33.080 --> 00:34:36.087
and cannot catch your breath at rest, what will you do?' Then

00:34:36.130 --> 00:34:39.543
ask whom she contacts for a nonemergency concern and when her next

00:34:39.671 --> 00:34:43.213
test and visit occur. Correct the plan in plain language rather than

00:34:43.255 --> 00:34:45.721
testing whether she can repeat clinical terminology.

00:34:46.053 --> 00:34:48.080
Turn a handoff into a completed action.

00:34:48.400 --> 00:34:52.338
A referral, order or discharge document is the start of a handoff.

00:34:52.649 --> 00:34:57.129
A completed handoff identifies the receiving clinician, the question to resolve, the

00:34:57.172 --> 00:35:01.876
current medicines and doses, recent results, pending tasks and the next contact.

00:35:02.271 --> 00:35:05.684
If no appointment is available, someone needs to address that gap rather

00:35:05.812 --> 00:35:08.282
than leaving an open-ended instruction to follow up.

00:35:08.534 --> 00:35:12.800
Evidence from STRONG H F supports the value of structured, closely monitored

00:35:12.886 --> 00:35:16.171
care after acute heart failure, but the trial was not restricted to

00:35:16.214 --> 00:35:18.315
heart failure with preserved ejection fraction.

00:35:18.624 --> 00:35:22.507
Its exact titration approach should not be transplanted wholesale to every woman

00:35:22.678 --> 00:35:27.328
with preserved ejection fraction. The transferable lesson here is to design follow-up

00:35:27.414 --> 00:35:29.581
that actively checks treatment and safety.

00:35:29.957 --> 00:35:33.157
For Teresa, the final note should make four things easy to find:

00:35:33.370 --> 00:35:36.954
what changed, what must be monitored, who will act and when she

00:35:36.997 --> 00:35:40.137
will hear from the team. At the next contact, confirm the test

00:35:40.222 --> 00:35:43.486
happened, the result was reviewed and the instruction reached her.

00:35:43.891 --> 00:35:46.537
The clinical outcome is not an order in the system; it is

00:35:46.579 --> 00:35:49.108
a patient who knows and can complete the next step.

00:35:49.417 --> 00:35:52.404
Here is the decision. The four-week result is missing.

00:35:52.788 --> 00:35:55.048
Which response best closes the care gap?

00:35:55.541 --> 00:35:57.952
Pause here if you would like a moment to think it through.

00:35:58.229 --> 00:36:01.813
The best next step in this case is: Check whether testing occurred,

00:36:02.026 --> 00:36:06.334
resolve access barriers, arrange needed testing and ensure clinician review.

00:36:06.589 --> 00:36:09.767
The team needs to track completion as well as interpret results.

00:36:10.173 --> 00:36:14.028
The takeaway: Monitoring and coordination are treatment tasks.

00:36:14.341 --> 00:36:18.650
Pair every medication change with a test date, a responsible reviewer, a

00:36:18.693 --> 00:36:21.377
communication plan and clear symptom escalation.

00:36:21.957 --> 00:36:25.136
Before we move on, let’s apply that reasoning in more detail.

00:36:25.541 --> 00:36:28.124
A safety call that cannot wait for the next blood test.

00:36:28.361 --> 00:36:32.312
Consider a separate development in Teresa’s story: after starting an S G

00:36:32.312 --> 00:36:37.107
L T 2 inhibitor she develops vomiting, poor intake, abdominal discomfort and

00:36:37.150 --> 00:36:41.741
breathlessness. Her home glucose is 146 milligrams per deciliter.

00:36:41.997 --> 00:36:45.538
This value does not rule out ketoacidosis associated with S G L

00:36:45.538 --> 00:36:50.004
T 2 treatment. Temporarily stop the medicine and arrange urgent clinical assessment

00:36:50.089 --> 00:36:53.225
for ketoacidosis, dehydration and other acute illness.

00:36:53.545 --> 00:36:56.830
Do not use a routine follow-up appointment or reassurance about the glucose

00:36:56.916 --> 00:37:00.866
value as the response. For a stable finerenone heart failure candidate with

00:37:00.951 --> 00:37:05.261
E G F R 42 and potassium 4.7, the current label begins

00:37:05.431 --> 00:37:09.984
at 10 milligrams daily, after the remaining eligibility and interaction checks.

00:37:10.313 --> 00:37:13.982
The heart failure target associated with that baseline renal category is 20

00:37:14.110 --> 00:37:18.974
milligrams daily, if the follow-up potassium, kidney function and full dose-adjustment instructions

00:37:19.230 --> 00:37:22.792
support titration. A target is not an instruction to start at the

00:37:22.834 --> 00:37:26.376
target. For baseline E G F R at least 60, the heart

00:37:26.418 --> 00:37:28.903
failure starting and target doses differ again.

00:37:29.169 --> 00:37:34.844
Do not initiate finerenone with potassium above 5.0 milliequivalents per liter; initiation

00:37:35.058 --> 00:37:38.081
below E G F R 25 is not recommended.

00:37:38.416 --> 00:37:43.195
Check contraindications, including strong C Y P 3 A 4 inhibitors and

00:37:43.237 --> 00:37:48.517
adrenal insufficiency. Use the heart failure-specific table when laboratory values change.

00:37:48.847 --> 00:37:53.455
A newly prescribed interacting medicine, dehydration, falling blood pressure or an acute

00:37:53.540 --> 00:37:58.362
illness can make a previously appropriate plan unsafe and may require assessment

00:37:58.447 --> 00:38:02.184
before the scheduled four-week review. Close the visit by asking Teresa to

00:38:02.227 --> 00:38:05.384
show how she will follow the plan: which medicine she is taking,

00:38:05.640 --> 00:38:09.267
when and where testing will occur, who will contact her, and which

00:38:09.352 --> 00:38:13.677
symptoms need immediate help. If a laboratory appointment or medication cannot be

00:38:13.720 --> 00:38:16.920
obtained, make the barrier visible to the responsible team.

00:38:17.219 --> 00:38:19.508
The plan is incomplete until it is feasible.

00:38:20.083 --> 00:38:23.710
Before you go, bring the three cases back to one question: what

00:38:23.753 --> 00:38:25.353
will you do differently at the next visit?

00:38:25.587 --> 00:38:29.470
Explain the symptom, use the endpoint the study actually measured, and give

00:38:29.555 --> 00:38:33.725
every monitoring plan an owner. You’ll find the source references, transcript and

00:38:33.767 --> 00:38:37.948
clinical resources beside this episode. To record your answers and complete the

00:38:37.991 --> 00:38:41.362
learning activity, return to the activity page for the questions and brief

00:38:41.447 --> 00:38:44.798
evaluation. This has been HEART RESERVE Clinical Conversations.

00:38:45.054 --> 00:38:47.355
I’m Lisa Zahakos. Thank you for listening.
