CCE-CE-058

CASE INFORMATION

Case ID:
Case Name: John Richards
Age: 68
Gender: Male
Indigenous Status: Non-Indigenous
Year: 2025
ICPC-2 Codes: K77 – Heart Failure


COMPETENCY OUTCOMES

Competency DomainCompetency Element
1. Communication and Consultation Skills1.1 Engages the patient to gather relevant information about their symptoms and concerns
1.2 Provides clear and empathetic explanations regarding the diagnosis and management plan
2. Clinical Information Gathering and Interpretation2.1 Takes a comprehensive history, including risk factors for heart failure
2.2 Performs and interprets relevant clinical assessments and investigations
3. Diagnosis, Decision-Making and Reasoning3.1 Recognises clinical features of heart failure and differentiates between types (HFpEF vs HFrEF)
3.2 Identifies complications such as fluid overload, arrhythmias, and worsening cardiac function
4. Clinical Management and Therapeutic Reasoning4.1 Develops an evidence-based heart failure management plan, including pharmacological and non-pharmacological interventions
4.2 Identifies when referral to a cardiologist is necessary
5. Preventive and Population Health5.1 Provides advice on lifestyle modifications, salt and fluid management, and monitoring symptoms to prevent exacerbations
6. Professionalism6.1 Demonstrates patient-centred care and acknowledges the impact of chronic heart failure on quality of life
7. General Practice Systems and Regulatory Requirements7.1 Ensures appropriate chronic disease management within Medicare and allied health referral pathways
8. Procedural Skills8.1 Demonstrates appropriate examination techniques for assessing fluid overload (e.g., JVP, peripheral oedema, lung auscultation)
9. Managing Uncertainty9.1 Recognises when heart failure symptoms may be due to another condition and requires further investigation
10. Identifying and Managing the Patient with Significant Illness10.1 Identifies signs of acute decompensation requiring hospitalisation

CASE FEATURES

  • Management considerations: optimising heart failure treatment, lifestyle modifications, and preventing hospitalisation.
  • Elderly male presenting with progressive breathlessness, ankle swelling, and fatigue.
  • Known hypertension and previous myocardial infarction, with poor adherence to medications.
  • Fluid overload symptoms: orthopnoea, paroxysmal nocturnal dyspnoea (PND), weight gain, and peripheral oedema.
  • Concern for decompensated heart failure requiring urgent management.

INSTRUCTIONS

You have 15 minutes to complete the tasks for this case.

You should treat this consultation as if it is face-to-face.

You are not required to perform an examination.

A patient record summary is provided for your information.

Perform the following tasks:

  1. Take an appropriate history.
  2. Outline the differential diagnosis and key investigations required.
  3. Address the patient’s concerns.
  4. Develop a safe and patient-centred management plan.

SCENARIO

John Richards, a 68-year-old retired truck driver, presents with increasing breathlessness over the past 3 weeks. He finds it difficult to walk short distances without stopping to catch his breath. Over the past week, he has woken up gasping for air at night (PND) and has been sleeping with three pillows to breathe comfortably. He has also noticed swelling in his ankles and recent weight gain of 3 kg.

On examination, he has bilateral pitting oedema (up to mid-shin), raised JVP, and fine inspiratory crackles at both lung bases.

  • Blood Pressure: 150/95
  • Heart Rate: 88 bpm
  • Oxygen Saturation: 94% on room air

PATIENT RECORD SUMMARY

Patient Details

Name: John Richards
Age: 68
Gender: Male
Indigenous Status: Non-Indigenous

Allergies and Adverse Reactions

  • Nil known

Medications

  • Perindopril 5 mg daily (hypertension)
  • Bisoprolol 2.5 mg daily (post-MI)
  • Atorvastatin 40 mg daily (hyperlipidaemia)

Past History

  • Hypertension
  • Myocardial infarction (5 years ago)
  • Hyperlipidaemia
  • Smoker (10 cigarettes/day)

Social History

  • Lives with wife, retired truck driver
  • Smokes 10 cigarettes/day, drinks 2-3 beers most nights

Family History

  • Father had heart failure in his 70s
  • No history of sudden cardiac death

Smoking

  • Current smoker

Alcohol

  • 2-3 beers per night

Vaccination and Preventative Activities

  • Influenza vaccine up to date

ROLE PLAYER INSTRUCTIONS

Just like a consultation with a doctor, the candidate will ask you a series of questions.
The OPENING LINE is always to be said exactly as written. This is the only part of the script
which will be the same for all candidates. Where the candidate goes after the opening line is
up to them.

The remainder of the information is to be given based on the questions asked by the
candidate.

The information in the following script are core pieces of information. The core pieces of
information will not necessarily follow the order in the script but should be given when cued
by the candidate’s question.

GENERAL INFORMATION can be given relatively freely. After the opening line, most
candidates will ask an open question like “Can you tell me more about that?” You can provide
the GENERAL INFORMATION in response to that sort of question.

SPECIFIC INFORMATION should only be given when the candidate asks a relevant question.
Candidates don’t need to ask for all the information in the SPECIFIC INFORMATION section,
but all the relevant information is given there should they want to.

Each line or dot point in the SPECIFIC INFORMATION section is an appropriate chunk of
information which can be provided to the candidate when asked a relevant question.

Do not give extra information than asked.

Do not provide details which are not given in the information chunks (i.e.: do not elaborate
or ad-lib).

If the candidate asks a question that is not given in the script, the best way to respond is with
a generic response indicating there is no problem. For example:

Candidate: “How many hours do you sleep?”
Response: “I’m sleeping fine.” / “I don’t have any concerns about my sleep.”

The case may have specific QUESTIONS to ask the candidate. You can start asking the
QUESTIONS if the candidate asks about your ideas or concerns or questions.

Ask the other questions in a conversational way. You do not need to ask all the questions. The
aim should be to ask most of the questions but without interrupting the candidate.

The Patient Record Summary is also included. This is not part of the script but is included for
your general information.

If you need help in understanding any of the medical information in the script, ask the College
examiner who will be with you, and they can help to explain the terms or the conditions.


ROLE-PLAYER SCRIPT

Opening Line

“Doctor, my breathing is getting worse, and my legs are swelling. I feel like my heart is failing completely.”


General Information

You are John Richards, a 68-year-old retired truck driver. You have been experiencing worsening breathlessness over the past three weeks. You used to be able to walk around the house without issues, but now you feel short of breath even when walking to the kitchen or bathroom. Over the past week, you have been waking up gasping for air at night and have had to sleep with three pillows to breathe comfortably.

Specific Information

(Reveal only when asked)

Background Information

In addition to breathlessness, you’ve noticed your legs and ankles are swollen. Your shoes feel tighter, and you gained 3 kg in the past two weeks, despite not eating more than usual. You urinate more frequently at night, sometimes waking up two to three times. You feel tired all the time, and your wife says you seem more forgetful and slower than usual.

You were diagnosed with high blood pressure and had a heart attack five years ago. You were prescribed perindopril, bisoprolol, and atorvastatin, but you often forget to take them, especially when you’re feeling fine. You still smoke about 10 cigarettes a day and have 2-3 beers most nights. You haven’t seen your GP in over a year because you felt you were managing well.

You are worried that your heart is failing completely. You don’t want to be admitted to hospital, as you prefer to be treated at home.


History of Symptoms

  • The breathlessness started mildly but has rapidly worsened over the past few weeks.
  • You now struggle with short walks and feel exhausted most of the day.
  • You feel better sitting up but worse when lying flat.
  • You have had no chest pain, but sometimes you feel a fluttering sensation in your chest.
  • You have no dizziness or fainting episodes, but occasionally, you feel lightheaded when standing up too quickly.
  • You sometimes cough up clear or frothy sputum, especially when lying down.

Medical History and Medications

  • You had a heart attack five years ago and were told to take heart medications, but you only take them when you remember.
  • You were diagnosed with high blood pressure years ago but have never been very strict with your medications.
  • You have never had an echocardiogram, or at least you can’t remember the last time you had one.
  • You were advised to quit smoking, but you find it difficult to stop completely.

Lifestyle Factors

  • You smoke 10 cigarettes per day and have been smoking since your 20s.
  • You drink 2-3 beers most nights but do not drink heavily.
  • You don’t do much exercise because of your breathlessness and fatigue.
  • Your diet is fairly high in salt, with takeaway meals a few times a week.

Concerns

  • You fear that your heart is failing completely and that you might not live much longer.
  • You’re worried about hospitalisation, as you prefer to be treated at home.
  • You want to know if you will need heart surgery.
  • You are afraid of becoming dependent on others and losing your independence.

Expectations

  • You want to know what’s wrong and if it’s too late to fix it.
  • You want to avoid going to hospital if possible.
  • You are willing to cut back on smoking and alcohol if it will help your heart.
  • You want to know if this condition is reversible.
  • You are worried about how much longer you have to live if your heart is failing.

Emotional Cues & Body Language

  • You appear worried and anxious, occasionally shaking your head or sighing when discussing your breathlessness.
  • You lean forward slightly in your chair, resting your hands on your knees, as if trying to catch your breath.
  • You become more engaged when the doctor explains things in simple terms and offers clear solutions.
  • If the doctor mentions hospital admission, you look concerned and may say, “I really don’t want to go into hospital—can we manage this at home?”
  • If the doctor dismisses your concerns or rushes the consultation, you appear frustrated and less engaged.

Questions for the Candidate (Ask Naturally During the Consultation)

  1. “Is my heart failing completely? Is this the end for me?”
  2. “Do I need to go to hospital? Or can I manage this at home?”
  3. “Is there anything I can do to fix this, or is it too late?”
  4. “Will I need heart surgery?”
  5. “What’s causing this? Is it because of my smoking and drinking?”
  6. “How can I stop this from getting worse?”

Response to Advice Given by the Candidate

  • If the candidate explains things clearly and reassures you, you gradually feel more hopeful.
  • If they suggest hospitalisation, you hesitate and express reluctance, asking if there are any alternatives.
  • If they suggest lifestyle changes, you agree but say you’ve tried quitting smoking before and struggled.
  • If the candidate provides a structured management plan, you feel more in control and willing to comply.
  • If the candidate ignores your concerns about independence or hospitalisation, you become frustrated and less engaged.

Final Thought

If the candidate acknowledges your fears, explains heart failure in simple terms, and offers practical solutions, you leave the consultation feeling hopeful and motivated. If they dismiss your concerns or fail to address your reluctance about hospitalisation, you leave feeling worried, frustrated, and doubtful about their recommendations.

THE COMPETENT CANDIDATE

The competent candidate should be able to:


Task 1: Take a relevant history, including symptom progression, fluid overload signs, medication adherence, and lifestyle factors.

The competent candidate should:

  • Establish rapport and acknowledge the patient’s concerns and anxiety about heart failure.
  • Take a structured history, including:
    • Symptoms and progression: worsening breathlessness, orthopnoea, paroxysmal nocturnal dyspnoea (PND), fatigue, weight gain, and oedema.
    • Functional limitations: ability to perform daily activities and New York Heart Association (NYHA) classification.
    • Cardiovascular history: past myocardial infarction, hypertension, hyperlipidaemia, arrhythmias.
    • Medication adherence: missed doses, side effects, affordability, understanding of their purpose.
    • Lifestyle factors: smoking, alcohol, diet, salt intake, fluid intake, physical activity.
    • Signs of decompensation: rapid weight gain, worsening oedema, increased nocturnal urination.
  • Assess impact on quality of life and psychosocial concerns, including fears about hospitalisation.

Task 2: Identify key clinical features suggesting decompensated heart failure and outline appropriate investigations.

The competent candidate should:

  • Identify clinical signs of fluid overload:
    • Peripheral oedema, raised JVP, lung crackles, hepatomegaly, ascites.
    • Tachycardia, hypotension, cool peripheries (signs of low cardiac output).
  • Distinguish between heart failure with reduced ejection fraction (HFrEF) and preserved ejection fraction (HFpEF).
  • Recommend initial investigations:
    • Blood tests: FBC, UECs, BNP/NT-proBNP, LFTs, TFTs.
    • ECG: Ischaemic changes, arrhythmias.
    • Echocardiogram: Assess left ventricular function.
    • Chest X-ray: Pulmonary congestion, cardiomegaly.
    • Urinalysis and HbA1c: Diabetes screening.

Task 3: Explain the likely diagnosis, underlying pathophysiology, and management plan to the patient.

The competent candidate should:

  • Explain heart failure in simple terms, describing how the heart is struggling to pump blood efficiently.
  • Discuss fluid overload, explaining why the patient experiences swelling, weight gain, and breathlessness.
  • Clarify the cause: post-myocardial infarction damage, high blood pressure, and poor medication adherence.
  • Address patient concerns about hospitalisation and independence.
  • Outline a structured management plan:
    • Medications: Diuretics for fluid relief, beta-blockers and ACE inhibitors for long-term management.
    • Lifestyle changes: Salt/fluid restriction, weight monitoring, exercise guidance.
    • Follow-up and monitoring: Regular GP visits, home symptom tracking.
    • Referral to a cardiologist for echocardiogram and optimisation of therapy.

Task 4: Outline a safe, evidence-based treatment plan, including medications, lifestyle modifications, and follow-up arrangements.

The competent candidate should:

  • Pharmacological management:
    • Diuretics (e.g., frusemide) for symptom relief.
    • ACE inhibitors/ARBs (e.g., perindopril) to reduce cardiac workload.
    • Beta-blockers (e.g., bisoprolol) for long-term management.
    • SGLT2 inhibitors (if diabetic) for heart failure benefit.
  • Lifestyle modifications:
    • Salt restriction (<2 g/day) and fluid restriction (<1.5 L/day) if severe symptoms.
    • Smoking cessation and alcohol reduction.
    • Daily weight monitoring to detect fluid retention early.
  • Ongoing monitoring:
    • Review in 1-2 weeks to assess response to treatment.
    • Regular BP, renal function, and medication adherence checks.
    • Referral to a cardiologist for echocardiogram and long-term heart failure management.
    • Education on signs of worsening heart failure and when to seek urgent care.

SUMMARY OF A COMPETENT ANSWER

  • Elicits a structured history, including symptom progression, fluid overload signs, and medication adherence.
  • Recognises clinical signs of decompensated heart failure and orders appropriate investigations.
  • Provides a clear, empathetic explanation of heart failure and its management.
  • Develops an individualised treatment plan, including medications, lifestyle modifications, and follow-up care.
  • Ensures patient education and support, empowering self-management.

PITFALLS

  • Failing to distinguish decompensated from stable heart failure, leading to inadequate urgency in management.
  • Overlooking medication non-adherence, a key contributor to worsening symptoms.
  • Neglecting fluid and salt intake assessment, which is essential for symptom control.
  • Not addressing psychosocial concerns, such as fear of hospitalisation and quality of life impact.
  • Failing to arrange appropriate follow-up and specialist referral, delaying optimal management.

REFERENCES


MARKING

Each competency area is on the following scale from 0 to 3.

☐ Competency NOT demonstrated
☐ Competency NOT CLEARLY demonstrated
☐ Competency SATISFACTORILY demonstrated
☐ Competency FULLY demonstrated

1. Communication and Consultation Skills

1.1 Communication is appropriate to the person and sociocultural context.
1.2 Engages the patient to gather information about their symptoms, ideas, concerns, and expectations.
1.4 Communicates effectively in routine and difficult situations.

2. Clinical Information Gathering and Interpretation

2.1 Takes a comprehensive history, including risk factors for heart failure.

3. Diagnosis, Decision-Making and Reasoning

3.1 Recognises clinical features of heart failure and differentiates between types (HFpEF vs HFrEF).

4. Clinical Management and Therapeutic Reasoning

4.1 Develops an evidence-based heart failure management plan, including pharmacological and non-pharmacological interventions.

5. Preventive and Population Health

5.1 Provides advice on lifestyle modifications and monitoring symptoms to prevent exacerbations.

6. Professionalism

6.1 Demonstrates patient-centred care and acknowledges the impact of chronic heart failure on quality of life.

7. General Practice Systems and Regulatory Requirements

7.1 Ensures appropriate chronic disease management within Medicare and allied health referral pathways.

8. Procedural Skills

8.1 Demonstrates appropriate examination techniques for assessing fluid overload.

9. Managing Uncertainty

9.1 Recognises when heart failure symptoms may be due to another condition and requires further investigation.

10. Identifying and Managing the Patient with Significant Illness

10.1 Identifies signs of acute decompensation requiring hospitalisation.

Competency at Fellowship Level

☐ CLEARLY BELOW STANDARD
☐ BELOW EXPECTED STANDARD
☐ BORDERLINE
☐ AT EXPECTED STANDARD
☐ ABOVE STANDARD