This template supports performance against several QOF indicators related to heart failure:
HF007 – Annual review with medication optimisation
HF003 – Prescription of an ACE inhibitor or ARB
HF004 – Prescription of a beta blocker
HF008 – Diagnostic confirmation for new heart failure diagnoses
Accurate use of this template ensures patients receive appropriate therapy and reviews, and protects income by applying valid exemptions where appropriate.
Must include:
A structured medication review
An assessment of functional capacity (NYHA classification recommended, though not required for QOF)
Patients with heart failure and reduced ejection fraction (HFrEF) should be prescribed an ACE inhibitor or ARB.
If not suitable, must be exception reported.
Same cohort (HFrEF) should be prescribed a beta blocker unless contraindicated or declined.
All new diagnoses after 1 April 2023 must be supported by:
Echocardiogram or
Specialist assessment
This must be done:
Within 3 months before or 6 months after diagnosis
Or within 6 months of new patient registration (if previously diagnosed)
This template includes the following components:
Tick boxes to confirm:
Medication review completed
Heart failure review undertaken
NYHA classification:
Class I–IV options describe the patient’s physical capacity and symptom burden
Useful for clinical context even though not required for QOF
Tick to confirm ACEI/ARB or beta blocker is prescribed
If not, record:
Declined
Not tolerated
Contraindicated
Tick to confirm echo or specialist assessment completed
Record exceptions if not done, within the 6-month QOF window
Full PCA available to remove patient from all HF indicators
Separate invitation section for QOF-compliant exception coding (2+ invites, 7 days apart)
NYHA class is not mandatory for QOF but helps clarify disease burden and supports care planning.
Medication reviews should aim to maximise tolerated doses for optimisation — a common reason for non-achievement.
Newly diagnosed patients must have diagnostic confirmation recorded to count for HF008.
Consider referral to echo or cardiology review proactively for suspected heart failure patients before adding diagnosis code.
Ensure exemptions (e.g. “medication not tolerated”) are refreshed annually unless listed as a one-time exception.