When should I consider referring a patient with pericardial effusion to secondary care for further evaluation or intervention?

Guideline-aligned answer with reasoning, red flags and references. Clinically reviewed by Dr Kola Tytler MBBS CertHE MBA MRCGP.

Posted: 17 August 2025Updated: 17 August 2025 Guideline-Aligned (High Confidence) Clinically Reviewed
Dr Kola Tytler MBBS CertHE MBA MRCGPClinical Lead • iatroX

When considering referring a patient with pericardial effusion to secondary care for further evaluation or intervention, focus on the patient's symptoms, cardiac function, and any underlying conditions.

  • Urgent Referral Considerations:
    • Refer urgently (within 2 weeks) for specialist assessment and transthoracic echocardiography if the patient has suspected heart failure with an N-terminal pro-B-type natriuretic peptide (NT-proBNP) level above 2,000 ng/litre (236 pmol/litre) .
    • Consider urgent (within 2 weeks) specialist assessment that includes echocardiography for adults with a systolic murmur and exertional syncope .
    • Consider urgent (within 2 weeks) specialist assessment that includes echocardiography for adults with a murmur and severe symptoms such as angina or breathlessness on minimal exertion or at rest, if thought to be related to valvular heart disease .
    • Refer to a cardiologist if the patient has syncope or presyncope (unless clearly due to postural hypotension), particularly if they have a reduced ejection fraction, as this may indicate ventricular tachycardia .
    • If a recent (confirmed or suspected) acute coronary syndrome (ACS) is present and the patient develops further chest pain, refer to hospital as an emergency .
  • Non-Urgent Referral Considerations:
    • Refer for specialist assessment and transthoracic echocardiography within 6 weeks if the patient has suspected heart failure with an NT-proBNP level between 400 and 2,000 ng/litre (47 to 236 pmol/litre) .
    • Refer to a specialist if the patient has moderate or severe valve disease of any type .
    • Refer to a specialist if the patient has bicuspid aortic valve disease of any severity, including mild valve disease .
    • Refer pregnant women or women who are considering a pregnancy to a cardiologist with expertise in the care of pregnant women if they have moderate or severe valve disease, bicuspid aortic valve disease of any severity with associated aortopathy, or a prosthetic valve, regardless of symptoms .
  • Diagnostic Context:
    • Echocardiography is used to assess cardiac function and can identify pericardial effusion .
    • If heart failure symptoms deteriorate and the pulse is regular, consider arranging an ECG to assess for atrial tachycardia .
    • When an acute coronary syndrome is not suspected, consider other life-threatening causes of chest pain such as pulmonary embolism or aortic dissection .

Educational content only. Always verify information and use clinical judgement.