Valvular heart disease (AS / AR / MR / MS)
Encounter flow
12/12 authoredCanonical 12-phase frame with authored status for this dossier.
Frame
Confirm valvular lesion via TTE; quantify severity; stage A (at risk) → B (progressive) → C (asymptomatic severe) → D (symptomatic severe) per ACC/AHA 2020 VHD staging (Otto PMID 33342586)
Lesion + severity + stage assigned
Patient inputs (19)
≥75 yr shifts toward TAVR; <65 toward SAVR; bicuspid common <60 (ACC/AHA 2020 VHD Section 5; PARTNER 3 Mack NEJM 2019; NOTION Thyregod JAMA 2015)
Hypotension in severe AS = warning; HTN affects regurgitant lesions (ACC/AHA 2020 VHD Section 5.2)
AF very common; rate-control critical in MS (ACC/AHA 2020 VHD Section 10; ESC 2021 VHD)
NYHA defines Stage D; trigger for intervention (ACC/AHA 2020 VHD staging system)
CAD assessment before any intervention (ACC/AHA 2020 VHD Section 3.2 pre-op coronary evaluation)
Anticoag selection; rhythm control (ACC/AHA 2020 VHD Section 10 mechanical vs bioprosthetic)
Bioprosthesis vs mechanical; redo planning (ACC/AHA 2020 VHD Section 11 valve-in-valve)
Anticoag, GDMT for HF, BB / CCB for rate control, ACEi/ARB/ARNI for afterload (ACC/AHA 2020 VHD)
CKD impacts contrast use, surgical risk, drug dosing (ACC/AHA 2020 VHD Section 3)
HF severity + prognosis (ACC/AHA 2020 VHD Class IIa)
Anemia worsens HF; pre-op (ACC/AHA 2020 VHD)
Primary diagnostic — peak velocity, mean gradient, AVA, regurg vol, EROA (ACC/AHA 2020 VHD Table 7; ESC 2021 VHD)
Severe AS with symptoms = Stage D; emergent intervention planning (ACC/AHA 2020 VHD Class I)
Drives Heart Team decision (ACC/AHA 2020 VHD Section 3.3; PARTNER 3 Mack 2019)
MR mechanism — primary vs secondary, leaflet vs annulus; IE workup (ACC/AHA 2020 VHD Section 7; COAPT Stone NEJM 2018)
Asymptomatic high-grade AS — provoke symptoms or hemodynamic change (ACC/AHA 2020 VHD Class IIa; ESC 2021 VHD)
AR severity + LV volumes + fibrosis (LGE) (ACC/AHA 2020 VHD Class IIa for AR; ESC 2021 VHD)
CAD assessment before intervention (ACC/AHA 2020 VHD Section 3.2)
Annular sizing, vascular access (ACC/AHA 2020 VHD Section 5; PARTNER 3 protocol)
* = hard-required. Engine cannot meaningfully run until these are filled.
Severity triggers (7)
- informationallife_threateningacute_severe_mitral_regurgitationAcute severe MR (papillary rupture, IE, chordal rupture) with pulmonary edema or shockTrigger could not be auto-evaluated — needs clinician judgement.
- informationallife_threateningacute_severe_aortic_regurgitationAcute severe AR from dissection or IE with pulmonary edemaTrigger could not be auto-evaluated — needs clinician judgement.
- informationallife_threateninginfective_endocarditis_with_valve_involvementSuspected or confirmed IE with valvular involvement + embolic / abscess / refractory bacteremiaTrigger could not be auto-evaluated — needs clinician judgement.
- informationalseveresymptomatic_severe_aortic_stenosisSevere AS (mean gradient ≥40, peak velocity ≥4.0, AVA ≤1.0) with syncope, angina, or HFTrigger could not be auto-evaluated — needs clinician judgement.
- informationalseveresevere_mr_with_hfref_coapt_eligibleSecondary MR + HFrEF + NYHA III-IV on optimal GDMT with EROA ≥30 mm² + LV ESD ≤70 mmTrigger could not be auto-evaluated — needs clinician judgement.
- informationalseveresevere_rheumatic_ms_with_pulmonary_hypertensionSevere MS (MVA ≤1.5) + pulmonary hypertension or symptomsTrigger could not be auto-evaluated — needs clinician judgement.
- informationalseveremechanical_valve_with_subtherapeutic_inrMechanical valve with INR <2.0 (mitral) or <1.5 (aortic with risk factors)Trigger could not be auto-evaluated — needs clinician judgement.
Workflow calculators
Run this disease's risk and dosing calculators inline.
Recommended regimen
Medical management — GDMT, rate control, afterload reduction (lesion-specific)- furosemidefirst lineloop_diuretic20-40 mg IV/PO • IV/PO • titrated to volume statustriggers: volume_overload_in_VHD_HF2020 AHA/ACC VHD — symptomatic relief; avoid in severe AS preload-dependent unless overloadedrxcui 4603
- lisinopriladd onACEi5-10 mg PO • PO • daily (max: 40 mg/day)triggers: AR_with_LV_dilation, HFrEF_overlay2020 AHA/ACC VHD — afterload reduction in chronic AR (Class IIa)rxcui 29046
- valsartanadd onARB40-80 mg PO • PO • BIDtriggers: ACEi_intolerant, AR_with_LV_dilationARB alternative (ACC/AHA 2020 VHD Section 6 AR afterload reduction)rxcui 69749
- sacubitril/valsartanadd onARNI24/26 mg PO • PO • BID; titrate q2-4 wks (max: 97/103 mg BID)triggers: HFrEF_with_secondary_MRPARADIGM-HF (McMurray NEJM 2014) — reduces secondary MR severity by reverse remodeling (ACC/AHA 2020 VHD Section 7)rxcui 1656328
- metoprolol_succinatefirst linebeta_blocker25 mg • PO • daily (max: 200 mg/day)triggers: AF_rate_control, HFrEF, MS_rate_controlRate control + GDMT (ACC/AHA 2020 VHD Section 9 MS; ESC 2021 VHD)rxcui 6918
- carvedilolfirst linemixed_alpha_beta_blocker3.125 mg • PO • BID; titrate (max: 25 mg BID (50 mg if >85 kg))triggers: HFrEF_with_secondary_MRCOPERNICUS (Packer NEJM 2001); ACC/AHA 2020 VHD GDMT for secondary MRrxcui 20352
- amlodipineadd onDHP_CCB5 mg • PO • dailytriggers: HTN_with_VHDNeutral in AS; avoid non-DHP if LV dysfunction (ACC/AHA 2020 VHD Section 5)rxcui 17767
- warfarinfirst lineVKATitrate INR 2.5-3.5 (mechanical mitral) OR 2.0-3.0 (aortic mech) • PO • dailytriggers: mechanical_valve, rheumatic_MS_with_AF2020 AHA/ACC — mandatory for mechanical valve and rheumatic MS+AFrxcui 11289
- apixabanfirst lineDOAC_FXa5 mg BID (2.5 mg per criteria) • PO • BIDtriggers: non_valvular_AF_in_VHDARISTOTLE — preferred DOAC for non-mechanical, non-rheumatic AFrxcui 1364430
- amoxicillinfirst linepenicillin2 g PO • PO • 30-60 min before proceduretriggers: high_risk_VHD_dental_or_GI_GU_procedure2023 update — high-risk only (prosthetic, prior IE, congenital, transplant valvulopathy)rxcui 723
- clindamycinsecond linelincosamide600 mg PO • PO • 30-60 min beforetriggers: penicillin_allergy_high_risk_VHDAHA prophylaxis alternativerxcui 2582
outpatient playbook — drug actions (3)
- 1. lesion-appropriate medical therapy (per axis)titrated • PO • daily/BIDtrigger: VHD diagnosis + symptomsACC/AHA 2020 VHD Otto PMID 33342586
- 2. anticoagulationwarfarin or DOAC per valve type • PO • dailytrigger: AF or mechanical valveACC/AHA 2020 VHD Section 10 (warfarin mandatory for mechanical; DOAC for bioprosthetic AF)
- 3. IE prophylaxis (high-risk only)amoxicillin 2 g 30-60 min pre-procedure • PO • pre-proceduretrigger: High-risk VHD + dentalACC/AHA 2023 focused update on IE prophylaxis PMID 36746667
Auto-drafted A&P note
outpatientSubjective
- Possible entry pathways: New systolic or diastolic murmur on examination (ACC/AHA 2020 VHD Otto Section 3); Syncope, angina, or HF in patient with AS (ACC/AHA 2020 VHD Stage D criteria); Acute severe MR / AR with pulmonary edema or shock (ACC/AHA 2020 VHD Section 7–8).
Objective
- No vitals, labs, or imaging entered for this encounter.
Assessment
**Valvular heart disease (AS / AR / MR / MS)** (cardio.valvular_disease.v1). Phenotype framing: AS (degenerative / bicuspid / rheumatic / radiation) / AR (root vs leaflet) / MR (primary vs secondary) / MS (rheumatic) / mixed; sclerosis vs stenosis (ACC/AHA 2020 VHD Section 4; ESC 2021 VHD) Scope: Confirm valvular lesion via TTE; quantify severity; stage A (at risk) → B (progressive) → C (asymptomatic severe) → D (symptomatic severe) per ACC/AHA 2020 VHD staging (Otto PMID 33342586) No severity triggers fired against current inputs.
Plan
Regimen axis: **Medical management — GDMT, rate control, afterload reduction (lesion-specific)**. 1. furosemide 20-40 mg IV/PO IV/PO titrated to volume status (loop_diuretic, first line) — 2020 AHA/ACC VHD — symptomatic relief; avoid in severe AS preload-dependent unless overloaded 2. lisinopril 5-10 mg PO PO daily (ACEi, add on) — 2020 AHA/ACC VHD — afterload reduction in chronic AR (Class IIa) 3. valsartan 40-80 mg PO PO BID (ARB, add on) — ARB alternative (ACC/AHA 2020 VHD Section 6 AR afterload reduction) 4. sacubitril/valsartan 24/26 mg PO PO BID; titrate q2-4 wks (ARNI, add on) — PARADIGM-HF (McMurray NEJM 2014) — reduces secondary MR severity by reverse remodeling (ACC/AHA 2020 VHD Section 7) 5. metoprolol_succinate 25 mg PO daily (beta_blocker, first line) — Rate control + GDMT (ACC/AHA 2020 VHD Section 9 MS; ESC 2021 VHD) 6. carvedilol 3.125 mg PO BID; titrate (mixed_alpha_beta_blocker, first line) — COPERNICUS (Packer NEJM 2001); ACC/AHA 2020 VHD GDMT for secondary MR 7. amlodipine 5 mg PO daily (DHP_CCB, add on) — Neutral in AS; avoid non-DHP if LV dysfunction (ACC/AHA 2020 VHD Section 5) 8. warfarin Titrate INR 2.5-3.5 (mechanical mitral) OR 2.0-3.0 (aortic mech) PO daily (VKA, first line) — 2020 AHA/ACC — mandatory for mechanical valve and rheumatic MS+AF 9. apixaban 5 mg BID (2.5 mg per criteria) PO BID (DOAC_FXa, first line) — ARISTOTLE — preferred DOAC for non-mechanical, non-rheumatic AF 10. amoxicillin 2 g PO PO 30-60 min before procedure (penicillin, first line) — 2023 update — high-risk only (prosthetic, prior IE, congenital, transplant valvulopathy) 11. clindamycin 600 mg PO PO 30-60 min before (lincosamide, second line) — AHA prophylaxis alternative Setting playbook (outpatient) — Stage VHD, optimise GDMT, decide and time intervention via Heart Team 12. lesion-appropriate medical therapy (per axis) titrated PO daily/BID — VHD diagnosis + symptoms (ACC/AHA 2020 VHD Otto PMID 33342586) 13. anticoagulation warfarin or DOAC per valve type PO daily — AF or mechanical valve (ACC/AHA 2020 VHD Section 10 (warfarin mandatory for mechanical; DOAC for bioprosthetic AF)) 14. IE prophylaxis (high-risk only) amoxicillin 2 g 30-60 min pre-procedure PO pre-procedure — High-risk VHD + dental (ACC/AHA 2023 focused update on IE prophylaxis PMID 36746667) Non-pharmacologic actions: - Heart Team referral for SAVR vs TAVR vs MitraClip/TEER vs surgical repair (ACC/AHA 2020 VHD Section 3.3; PARTNER 3 Mack 2019) - Cardiac rehab (ACC/AHA 2020 VHD post-intervention) - Lifestyle — Na restriction, BP control, weight, smoking cessation, alcohol (ACC/AHA 2020 VHD; ESC 2021 VHD) AVOID / contraindication checks: - Nitrate_avoid_in_severe_AS_preload_dependent - DOAC_block_in_mechanical_valve_or_rheumatic_MS - Warfarin_INR_target_per_valve_position - Dental_clearance_before_intervention - Non_DHP_CCB_avoid_in_LV_dysfunction
Monitoring
Regimen monitoring: - TTE annual moderate VHD — ACC/AHA 2020 VHD Table 4 - TTE q6 mo severe asymptomatic — ACC/AHA 2020 VHD Table 4 - INR per warfarin protocol — ACC/AHA 2020 VHD Section 10 - BNP q3 mo with HF — ACC/AHA 2020 VHD Class IIa - eGFR q3 mo on ACEi ARB ARNI — ACC/AHA 2020 VHD Setting (outpatient) monitoring: - TTE per stage (ACC/AHA 2020 VHD Table 4) - INR for warfarin (ACC/AHA 2020 VHD Section 10) - Symptom diary (ESC 2021 VHD) Follow-up plan: Cardiology / structural / cardiothoracic surgery; cardiac rehab post-procedure; vaccinations; dental clearance pre-procedure (ACC/AHA 2020 VHD; 2023 focused update IE prophylaxis) - Close-out criterion: Referrals + plans scheduled Monitoring phase: TTE annual for moderate, q6 mo for severe asymptomatic (ACC/AHA 2020 VHD Table 4); INR for warfarin; renal function for ARNI/diuretic; symptom diary (ESC 2021 VHD)
Disposition
Current setting: outpatient — Stage VHD, optimise GDMT, decide and time intervention via Heart Team Disposition criteria: - Continue medical therapy if stable (ACC/AHA 2020 VHD) - Refer Heart Team if intervention indication met (ACC/AHA 2020 VHD Section 3.3) Escalation triggers (move to higher acuity): - New symptoms in severe asymptomatic → expedite intervention (ACC/AHA 2020 VHD Class I) - Decompensation → ED (ACC/AHA 2020 VHD) - New AF → anticoag adjustment (ACC/AHA 2020 VHD Section 10)
Earlier-Return Triggers
Return-precaution thresholds (watch for): - [LIFE_THREATENING] Acute severe MR (papillary rupture, IE, chordal rupture) with pulmonary edema or shock - [LIFE_THREATENING] Acute severe AR from dissection or IE with pulmonary edema - [LIFE_THREATENING] Suspected or confirmed IE with valvular involvement + embolic / abscess / refractory bacteremia
Citations
- 2020 AHA/ACC VHD Guideline (Otto/Nishimura) + 2023 focused update [PMID:33342586](https://pubmed.ncbi.nlm.nih.gov/33342586/) - Cited evidence (PMID 36746667) [PMID:36746667](https://pubmed.ncbi.nlm.nih.gov/36746667/) - Cited evidence (PMID 30883058) [PMID:30883058](https://pubmed.ncbi.nlm.nih.gov/30883058/) - Cited evidence (PMID 30883053) [PMID:30883053](https://pubmed.ncbi.nlm.nih.gov/30883053/) - Cited evidence (PMID 30222302) [PMID:30222302](https://pubmed.ncbi.nlm.nih.gov/30222302/) Last reconciled with current guidelines: 2026-04-27.
- 2020 AHA/ACC VHD Guideline (Otto/Nishimura) + 2023 focused update — PMID:33342586
- Cited evidence (PMID 36746667) — PMID:36746667
- Cited evidence (PMID 30883058) — PMID:30883058
- Cited evidence (PMID 30883053) — PMID:30883053
- Cited evidence (PMID 30222302) — PMID:30222302