Recognize the urgent patient
Severe dyspnea, pulmonary edema, hemodynamic instability, ongoing chest pain, or syncope with concerning findings needs acute evaluation. Activate EMS for an unstable patient.
A new murmur with fever, systemic illness, or rapid deterioration raises concern for endocarditis or acute valve dysfunction and warrants urgent assessment. Prosthetic valve patients with new symptoms also need timely evaluation.[1], [5]
Ask about change in function
Document dyspnea, fatigue, exertional chest discomfort, dizziness/syncope, palpitations, orthopnea, and edema. Compare walking distance, stairs, exercise, and daily activities with the prior baseline.
Ask whether the patient has quietly reduced activity to avoid symptoms. “I feel fine” is less informative when the patient no longer does what they used to do.[2]
Review the examination and prior echo
Record vital signs, murmur characteristics, congestion, and perfusion. Review the latest echo report and its date; correlate findings with current symptoms.
Which valve and lesion?
Stenosis, regurgitation, or mixed disease; native, repaired, or prosthetic valve.
How severe?
The report’s integrated severity assessment and any discordant findings.
What is the heart’s response?
Ventricular function/size, atrial enlargement, pulmonary pressure, and other valve disease.
Has it changed?
Progression since the previous study, new symptoms, or new chamber dysfunction.
Cardiology can arrange imaging or additional testing when the prior study is outdated, symptoms change, or the clinical picture does not match the report.[1]
Refer according to risk
New/uncertain murmur with symptoms or concerning examination
Cardiology assessment to define the lesion.
Severe disease, new symptoms, progression, or ventricular consequences
Expedited cardiology/valve-team assessment.
Stable mild/moderate disease with an established plan
Continue coordinated surveillance; reassess sooner for clinical change.
Do not wait for major functional loss before referring severe disease. Selected asymptomatic patients may benefit from intervention assessment; timing is determined by the valve team.[1], [3]
Close the follow-up loop
Send the symptom timeline, echo reports, EKG, medication list, and prior valve procedure details. Confirm who owns surveillance and when the next visit/imaging review is due. Intervals depend on lesion, severity, ventricular response, and progression.
Give clear instructions to report new dyspnea, chest discomfort, reduced exercise tolerance, fainting, or swelling. A change in symptoms should trigger reassessment rather than waiting for the next scheduled study.[2], [4]