Parameter # 1: Correct Categorization: Ejection Fraction < normal – by definition this is systolic dysfunction[1]; diastolic dysfunction, the EF is normal; can be combined systolic and diastolic. (Consider fluid overload as a separate etiology)

 

Parameter # 2: Hospitalization Reserved for First Episode of Moderate to Severe Heart Failure; all other cases managed on an out-patient basis

 

Parameter # 3: Hospitalizations for Recurrent Heart Failure. All the right things were appropriately done, but did not succeed.

 

Parameter # 4: Basic Treatment of Systolic Dysfunction - One or more

Level I    Digoxin, Diuretic, ACE-inhibitor

Level II   Digoxin, B-Blocker (e.g., Carvedilol when euvolemic]; possibly an ACE-inhibitor and/or Diuretic

Level III Digoxin & Lasix; Metolazone/Digoxin; Beta Blocker as above; Lasix/HCTZ

Level IV Digoxin, Even More Aggressive Diuresis, Amiodarone

·         ACE inhibitors / Beta Blockers for all patients unless contraindicated or not tolerated (e.g., cough)

·         Hydralazine and isosorbide dinitrate in patients that can't take ACE inhibitors

·         Diuretics for patients with volume overload (to achieve volume homeostasis; i.e., neither overloaded nor dehydrated)

·         Digoxin in patients not responding adequately to above drugs or patients with atrial fibrillation and rapid ventricular rate

·         Assess for ischemia (stress ECHO or radionucleotide study); the need is based upon new or changing symptoms, or ECG findings

·         Treat if present (e.g., with Nitrates, B-Blockers, Calcium Channel Blockers; or, Cath. and fix based upon the results)

 

Parameter # 5: Treatment of Diastolic Dysfunction

·         Diuretics and/or ß-blockers and/or Nitrates

·         Avoid digoxin

·         Assess for ischemia and treat if present

·         Nitrates, Calcium Channel Blockers

·         Control hypertension

·         Step Therapy


 

Parameter # 6: Prevention of Pulmonary Embolism, or Thrombotic Stroke

·         Anticoagulation in patients with atrial fibrillation or a previous history of systemic or pulmonary embolism

 

Parameter # 7: Documentation that the Cardiologist’s Office Arranged Follow-up Care after a Change in Cardiac Status:

·         The greatest single quality of care issue and cost-effective preventive–maintenance procedure after an adverse clinical outcome such as a visit to the ER or a hospitalization or if the condition worsens is a f/u visit with a caring practitioner within 7-10 days of discharge

 

Parameter # 8: Monitor weight change (HMO or DSM providing scale if necessary); report weight gain of  >3-5 pounds in so many days

 

Parameter # 9: Diet --Sodium restriction; K+ supplementation on most diuretics

 

Parameter # 10: Additional measures (all)

·         Clinical assessment of functional capacity (HMO/DSM will provide a monthly standard instrument for the patient to fill-out; periodically, this will be supplemented with quality of life and patient satisfaction surveys)

·         CMS and NCQA are very interested in QOL.  Consider the following survey tools:  Minnesota Living with Heart Failure Questionnaire, Kansas City Cardiomyopathy Survey, SF-12 or 36 with specific knowledge base or compliance indicators added.  For periodically assessing functionality, many use the 6-minute walk test, both pre- and post.

·         Counsel patient, family and/or caregivers; define / clarify expectations to the extent possible

·         Chart Documentation stressing the importance of complying with treatment

·         Chart Documentation encouraging moderate exercise to tolerance; it is prudent to have a pre-exercise evaluation (exercise tolerance test [VO2 max])

·         % with B/P <130/80

·         % on ACE Inhibitors (all classes), and separately % on ACE Inhibitors (class III & IV)[2]

·         % with LDL<100mg/dL

·         Avg. # days of lost activity

·         Flu vaccine and Pneumovax history or immunization

 


 

Case Management Criteria (for CM Nurses)

1)      Definition of CHF: CHF is Shortness of Breath; the Presence or Absence of Edema Should be Noted

a)      A Confidentiality Statement is a Prelude to Enrollment in this DSM (Privacy Issue)

b)      Patient demographics

c)      Contact names

d)      Relevant phone numbers

e)      Explain this program and document same to Caretakers

 

2)      Determine routine needs of the patient

i)        Weights (frequency)

ii)       I&O (Has patient been instructed to limit their fluid intake?)

iii)     Special Dietary Needs

iv)     Exercise Needs / Abilities

(1)    Feet elevation, Circulation, etc.

v)   Rx

(1)     Diuretics

(2)     ACE Inhibitors

(3)     Cardiotonics like Digitalis

(4)     CA Channel Blockers

(5)     Beta Blockers

(6)     Nitrates

(7)    Others

 

3)      Determine extraordinary needs of the patient, for example

i)        O2

ii)       IV Rx (e.g., IV Lasix, Dobutamine Therapy)

iii)     Polypharmacy (Multidrug) Therapy Coordination (>4 drugs/day)

 

4)      Summarize the Patient’s History

a)      Hospitalization(s)

i)        CHF

ii)       Other Cardiac

iii)     Other related as in renal failure

b)      ER visit(s), if any

i)        CHF

ii)       Other Cardiac

iii)     Other related as in renal failure

c)      Last medication adjustment

d)      Last switch of PCP

e)      Last cardiologist (name and visit date)

f)       Marked Positive Family History

g)      Co-Morbidities and how are they being managed

i)                    CAD (treated separately in many respects)

ii)                   Smoking

iii)                 Anemia

iv)                 Hypertension

v)                  Rhythm Disturbance

vi)                 Vascular Insufficiency, PVD

vii)               DM

viii)  Renal Failure

ix)                 Asthma / COPD

x)                  Endocrine Dysfunction

xi)                 Pul. Emboli

xii)               Other

 

5)      Obtain permission from the PCP (not just the hospital attending) to help manage this patient with case management (e.g., outreach, outcome measurement, monitoring) in the most cost-efficient setting

a)      Determine Frequency of monitoring or treatment visits (e.g., home care)

i)        Acute or “Crisis” phase

ii)       Longer term or “Stabilization “ phase

 

6)      Concurrent Review

a)      Recent Hospitalization(s)

i)        CHF

ii)       Other Cardiac

iii)     Other related as in renal failure

b)      ER visit(s), if any

i)        CHF

ii)       Other Cardiac

iii)     Other related as in renal failure

c)      Last medication adjustment

d)      Last switch of PCP

e)      Last cardiologist (visit date; tests, if any and results)

f)        New Co-Morbidities and how are they being managed

 

 

 


 

Patient’s Name /

phone #

Member

ID

Hosp. ER

Dates

Hosp. ER

f/u date(s)

Office Visits

Dates

Practitioner’s

Name &

 Phone #

Rx

Name &

Refill Dates

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15.