Introduction to the patient and the most frequent orthostatic complaint
The most frequent orthostatic complaint in young people is lightheadedness or dizziness on rapid standing, sometimes from a seated position, most often from a supine position after hours of recumbency(1, 2). The most common complainant is an adolescent in the middle of a growth spurt. Often the patient is already tall or is growing rapidly. Similar complaints are seen among young people of both sexes, particularly in patients of slender build and reduced blood volume (3). The complaints relate to normal physiology shared by people of all ages and have been identified by students of orthostasis in the past (1, 2, 4–6). Typically, there is transient pallor, perhaps some loss of postural tone, blurred vision or even loss of vision (black out, white out, spots), and less commonly, loss of consciousness. Symptoms instantly disappear with recumbency and are reduced or even abolished by standing up more slowly or in stages (7). Symptoms and signs peak soon after standing, in synchrony with a transient and substantial decrease in blood pressure which has its nadir at approximately 8–15 seconds after standing as shown in Figure 1. Heart rate increases as BP falls. These findings can be demonstrated using beat-to-beat finger arterial photoplethysmography (Finapres, Finometer, TNO Amsterdam) (2, 8, 9) or other means for beat-to-beat assessment. The BP decrements are usually not apparent by auscultatory or oscillometric blood pressure measurement, having a far too rapid and fleeting time course to be detected by these methods (10).
Thus, the clinician needs to rely on clinical history and perhaps observation of the patient. The history is that of rapid-onset, short-lived dizziness and other symptoms on rapidly standing upright. If the patient can remain upright or can be held upright, all symptoms abate and disappear within 60 seconds and usually within less than 30 seconds (11). After recovery, the patient is usually entirely well and is free of subsequent fainting and of symptoms of orthostatic symptoms. The patient is otherwise entirely healthy. This stands in contrast with the clinical entity of instantaneous orthostatic hypotension (INOH) described by Tanaka and coworkers (2) in which recovery from hypotension was prolonged or ineffectual. Many sufferers report successfully holding themselves upright until the unpleasant sensations pass. There appears to be no relationship between this transient hypotension and the degree of orthostatic tolerance demonstrated in a laboratory setting in normal young subjects (9). These studies should be cautiously interpreted because they excluded subjects with known OI. However, they do demonstrate that IOH need not cause more pernicious forms of OI. This short-lived hypotension is different from simple faint, in which maintaining the patient in the upright position makes the faint persistent and the patient often becomes much worse, clinically (12).
Can it occur on a tilt table? We often observe the phenomenon as tilt commences. However, the decrease in BP is generally of smaller magnitude compared with standing. This is shown in Figure 2 in the same subject who had standing and upright tilt to 70° performed separately on the same morning. The magnitude of BP decrease may depend on the rapidity of upright tilt. Also, during active standing, alterations in BP and HR are more closely related to skeletal muscle activity, abdominal compression and responsive reflex changes (13). In addition, there is an anticipatory increase in both heart rate and blood pressure seconds prior to the stand which is absent during the tilt. This is due to a phenomenon called “central command” in which higher neurological centers engage the autonomic nervous system in order to prepare the body for exercise (14).
Initial Orthostatic Hypotension (IOH)
Initial orthostatic hypotension (IOH), aptly named by Wieling and other students of orthostatic intolerance because of early, transient, orthostatic (standing up) hypotension (1, 4, 6, 15, 16) which can be substantial and symptomatic. However, unlike true orthostatic hypotension, with its relentlessly progressive fall in blood pressure while the subject remains upright, IOH is short-lived and blood pressure recovery always occurs. As defined by consensus (17), true orthostatic hypotension (OH) is a sustained reduction of systolic blood pressure of at least 20 mm Hg or diastolic blood pressure of at least 10 mm Hg within 3 minutes of standing or upright tilting to 60° or more. On one hand, true orthostatic hypotension is often associated with autonomic failure or severe autonomic dysfunction which can be life threatening (18). On the other hand, IOH is associated with autonomic integrity and usually has few, if any, consequences. In those of slight build and small blood volume, mean arterial pressure may decrease by nearly 50% (Figure 1) with comparable changes in cerebral blood flow leading to unconsciousness. Such extremes are relatively rare (1/100 young patients seen in our syncope center over last 10 years), but can occur and require medical attention. However, an estimated 50% of adolescents and somewhat fewer young patients in their twenties, experience this difficulty during the first half of life. IOH, again, becomes common and more dangerous in the elderly, especially those patients taking vasoactive medications or those patients with medical problems placing them at increased risk (6). Dehydration is also a potentiating factor. Otherwise, in the young, IOH is evanescent, improves with time as teens age, and can be clinically remediated through preventative or responsive aversive maneuvers (6, 15, 19). IOH is almost always due to normal rather than abnormal physiology. There is no autonomic dysfunction. Merely a [normal] delay in compensation for gravitational loading during postural change (20).
But is it Orthostatic Intolerance?
It is, by definition, but it is not autonomic dysfunction. Orthostatic intolerance (OI) is defined as the development of symptoms and signs when upright that are relieved by recumbence (21, 22). Even so, other forms of brief OI are facts of everyday life and may be thought to be normal aspects of life which are not necessarily harmful. For example, the experiences of postural lightheadedness during states of dehydration or fever are universal. More life-affecting forms of orthostatic intolerance are also common and include simple postural faint (vasovagal faint, neurocardiogenic syncope, reflex syncope, (23, 24)) as a prevalent form of acute orthostatic intolerance in which transient loss of consciousness and postural tone occurs as the result of cerebral hypoperfusion (25). This almost always results from hypotension occurring while upright. Chronic orthostatic intolerance occurs as well and includes the postural tachycardia syndrome (POTS) (26–28), and neurally mediated hypotension (29–31) which may occur alone or as part of chronic fatigue syndrome (32). Postural hyperventilation has also been reported (33). Simple faint and chronic OI are related by the common feature of reduced cardiac filling, and therefore early reflex tachycardia is common to both (34, 35). Estimates of lifetime incidence of at least one fainting episode may reach 40–50% approximately half occurring during childhood (36). Fainting, NMH, POTS, or postural hyperpnea may be provoked in virtually any healthy subject in the laboratory with sufficient central hypovolemia using a tilt table and lower body negative pressure together to profoundly unload the heart (37). Therefore, these are not diseases in a strict sense; autonomic dysfunction is not necessary for their occurrence. Rather, these problems represent circulatory inadequacy in efficiently coping with physiological stressors, with varying response thresholds, in different individuals. Nevertheless, syncope and chronic OI can interfere with quality of life and thus require remediation.
Is Initial Orthostatic Hypotension different from simple faint?
The hallmark of IOH is its immediacy and transient nature, with restoration of blood pressure in less than a minute, although the extent of associated hypotension may be occasionally sufficient to produce transient loss of consciousness. This is distinguished from simple postural faint which is not immediate but occurs after some minutes of upright stance. Also, the young patient with IOH will usually recover normal blood pressure even if upright stance is artificially maintained by propping the patient up. This is not at all the case for simple faint which, if standing is artificially maintained, progresses to complete loss of blood pressure and often severe bradycardia or asystole (38) with potentially pernicious outcome (12). Finally, and characteristically, simple postural faint in the young is almost always vasovagal faint which means that after a sufficient time upright, there is a hypotension (vasodilation) followed almost immediately by vagally mediated relative bradycardia (39).
This contrasts with observations during IOH. Figure 3 shows blood pressure and heart rate in a patient with a history of postural fainting who upon upright tilt has IOH, recovers, and then goes on to suffer a typical vasovagal episode. It is clear that the hypotension of IOH is accompanied by tachycardia, and the delayed hypotension of the vasovagal faint is accompanied by bradycardia. In the first instance (IOH), tachycardia is a reflex response to hypotension. In the second instance (vasovagal faint), early upright reflex tachycardia does occur in relation to blood volume shifts in the upright position (40). However, subsequent hypotension is associated with bradycardia which would seem physiologically inappropriate. The inappropriate bradycardia reflects baroreflex failure at faint; the tachycardia of IOH reflects physiologically appropriate baroreflex function.
A few words about Physiology
Supine Physiology
While supine, arterial blood and venous reservoirs are at the same height. There is no net gravitational force acting on blood. Neurovascular mechanisms, such as peripheral vasoconstriction and venoconstriction, local and humoral vasoactive factors (e.g. epinephrine, angiotensin-II, vasopressin, nitric oxide) are in their tonic resting conditions. The supine arterial vasculature is relatively vasodilated compared with its state when upright. While supine, the dependent venous pools are relatively underfilled having cranially redistributed blood while supine (41, 42).
Compensated Upright Physiology
Upright posture requires rapid circulatory and neurologic compensation in order to maintain blood pressure and consciousness. If these are ineffective or if there is insufficient blood volume, the location of the brain above the heart and the presence of large venous reservoirs below the heart causes cardiac filling and blood pressure to decrease rapidly with consequent cerebral malperfusion and loss of consciousness (42). This describes the steady condition that is impaired in simple faint and autonomic failure.
The transition from supine to upright
The transition to the steady upright condition, that is, from supine to standing up, is not included in this description. The physiology changes radically when someone stands up. An ensemble of anti-gravity, anti-orthostatic physiological responses are evoked during standing up including the skeletal muscle pump (43) and arterial and cardiopulmonary baroreflexes (44, 45). Actual vasodilation does not occur (46), although the literature suggests that the more vasodilated you are prior to orthostasis, the greater the initial hypotensive effect (20, 47). Observations of increasing vasodilation are based on calculated total peripheral resistance (TPR) = MAP/CO. As MAP decreases transiently, CO increases as shown in Figure 1. This occurs before effective vasoconstriction can occur.
The traditional calculation of TPR fails to factor in the abrupt onset of an additional force, gravity, which effectively propels blood caudally (48). The initial force of gravity is not effectively counterbalanced by skeletal muscle pumping because the leg veins are initially underfilled for the upright position. Later, during steady state standing, the effect of gravity is compensated by a pressure difference equal and opposite to gravitational force (ρgh) conferring mechanical equilibrium. Such equilibrium is initially absent upon rapid standing (49). Estimates of the initial pressure gradient for the subject of Figure 1 taking into consideration the average height of the hemostatic column from heart to splanchnic bed (approximately 20 cms) and from heart to mid thigh (approximately 80 cms) yields an average estimated height <h> of 50 cms of blood. This corresponds to a pressure of ρg<h> or roughly 0.776 mmHg /cm blood *50cms = 39 mmHg for the subject of Figure 1. When TPR is recalculated as TPR = (MAP+ ρg<h>)/CO the apparent initial decrease in TPR disappears as shown in the bottom right hand panel of Figure 1. This has been aptly described as a “virtual conductance” by Sheriff and others (46, 47). Thus, at least initially, blood is propelled by uncompensated gravity, and is also pumped by the heart in declining amounts as cardiac venous return decreases until vasoconstriction occurs and a mechanical equilibrium is reached. The lungs and pulmonary venous return help to support left ventricular filling but this is unable to maintain BP.
For those technically minded, the effect resembles a periodically driven (pressure generated by cardiac contraction, ~CP), resistance damped (blood vessel vasoconstriction, R) harmonic oscillator upon which a constant force (G) is suddenly applied (50). The characteristic modes of operation of such a system can be found among the responses to standing and appear in Figure 4.
Treatment of the young with IOH
Often reassurance is all that is needed, particularly if there is no loss of postural tone and the episodes are brief. Standing up more rapidly comes with youth and departs with age which may account for the maturational diminution of IOH. Rising more slowly may be sufficient therapy. Situations or illnesses that promote a contraction of blood volume can often be treated or avoided. Measures to increase blood volume such as enhanced salt and water intake may be of help. For more debilitating forms of IOH preventiveand treatment options currently favor physical maneuvers. Bilateral handgrip for 15 seconds before rising forestalls IOH by evoking the exercise pressor reflex which can substantially increase blood pressure (11). Lower body muscle contraction while seated (e.g. pumping calf muscles) can also help as a preemptive maneuver. Also, lower body muscle tensing of legs, buttocks and abdomen particularly attenuates the transient arterial blood pressure decrease once standing has occurred (15) and can be potentiated by handgrip. Recumbence and squatting are general measures used to remediate all forms of orthostatic intolerance. I have never had a patient who required more than physical aversive measures for IOH.
Summary
Initial orthostatic hypotension is a normal short-lived response to rapid standing caused by a sudden increase of gravitational force. It is not a form of autonomic disease or maladaptation and is distinct in signs and symptoms from vasovagal faint. In some young subjects, the extent of hypotension may be large enough to produce symptoms. If symptoms impair the quality of life treatment in the form of aversive maneuvers should be employed.
Acknowledgments
Supported by the National Heart, Lung, and Blood Institute (grants RO1HL074873, RO1HL087803, and R21HL091948).
Footnotes
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The authors declare no conflicts of interest.
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