Diagnosis and Management of Osteoporosis (Hamann 7/23/2026)

 A recording of this presentation is available HERE. 

***

Thanks so much to Dr. Kendal Hamann, SMGR Endocrinologist, for an outstanding Grand Rounds presentation on Osteoporosis. Dr. Hamann covered the basics and the nuances of osteoporosis diagnosis, reminded us that the DEXA scan results are only part of the clinical picture, and clarified when bisphosphonates should be first vs. second line.

Please watch the recorded version above if you want all the details.

4 clinical pearls:

• Use the FRAX score (10 year fracture score) to guide who should be treated for osteoporosis
• Even patients whose T score doesn't improve on bisphosphonates, there is a 30-50% decrease in fractures
• Rebound fractures are real. Never start denosumab (Prolia) without a plan for bisphosphonates after completion
• Check DEXA 2-5 years into treatment, at start of drug holiday (which is generally 5 years into bisphosphonates), then 2-5 years later

Osteoporosis= decreased BONE STRENGTH, which is a combination of Bone DENSITY (BMD) + Bone TURNOVER + Bone ARCHITECTURE

Normal BMD T>1.0, osteopenia BMD 1>T>-2.5, osteoporosis T<-2.5

Diagnosis of osteoporosis= 

• Fragility fracture (most commonly, fracture of wrist spine, hip from standing height) 

OR 

• T-score of <-2.5 by DEXA scan. 
• Of note, 50% of people with fragility fractures will NOT meet criteria by DEXA

Normal aging vs. Disease

Bone density peaks around 30 years in women and decreases p after that, with a particular drop after menopause. It is part of the normal aging process BUT also leads to significant morbidity and mortality. 

• Vertebral fractures cause pain, loss of mobility, loss of height, even restrictive lung disease and abdominal issues. Plus, once you have a vertebral fracture, you have 20% risk of a second one in the next year. 
• Hip fractures: 30% 1 year mortality (higher in men), 40% of people never walk independently after hip fx, 25% wind up needing care in long-term care facility

Bone density scan (i.e. DEXA) is a screening tool. But it only captures 60-80% of bone strength. You should be using  the FRAX score (10 year risk of fracture) in addition to the T score to direct treatment

• FRAX: >3% risk of hip fracture, >20% risk of any fracture are indications for treatment
• Usng a T score of <-2.5, about 30% of menopausal women will qualify as having osteoporosis
• 1/2 of women with fragility fracture do not qualify as having osteoporosis on DEXA (i.e. T score will be >-2.5)
• Indications for DEXA:
• women and trans-people >65
• men >70
• any adult over 50 with a fragility fracture
• monitoring treatment
• lots of other people:
• primary hyperparathyroidism
• chronic steroids
• hypogonadism
• premature menopause
• longstanding hyperthyroidism
• celiac disease
• pregnancy w/fragility fracture
• people on GnRH agonists

Risk factors for Osteoporotic Fractures:

Age

History of previous fracture

FALL risk

Family history

Cigarette smoking (1/8 people with hip fx are smokers see below)

ETOH >3 drinks/day

Immobilization

Inadequate Ca and Vitamin D (during childhood, leading to low peak in 30s)

Smoking!!!

Treatment:

Don't forget fall prevention!

Calcium and Vitamin D were given to every patient in every treatment arm of every trial for osteoporosis. They are still the mainstay of osteoporosis treatment and prevention. There is old data demonstrating they definitely decrease risk of fracture. Dosing is all over the place, but Dr. Hamann generally recommends 1000mg of Calcium and 800u of Vitamin D/day. It's fine to get your calcium through dietary means (particularly if you have a history of kidney stones and cannot tolerate supplements), just make sure you're getting 1000mg/day. 

Who should receive treatment?

-anyone with T score <-2.5

-anyone with hx of vertebral/hip fracture from standing

-anyone with 10 year fracture risk (FRAX) > 20%

-anyone with 10 year hip fracture risk (FRAX) >3%

-clinical judgement

Bisphosphonates are the mainstay of osteoporosis treatment. They inhibit osteoclast. Data for fracture risk reduction is robust-- decreased fracture risk 30-50% reduction after about 6 months on bisphosphonates. Cost is low. We have 25+ years of experience now with these meds. 

PO alendronate, ibandronate, risendronate

IV zoledronic acid, ibandronate

Risk of osteonecrosis of the jaw (ONJ) is low but real 1/10,000, risk of atypical femur fracture 1/50,000-1/100,000-- much lower than the number of fractures prevented by the medication.

Side effects: GI 10% (heartburn, upset stomach, nausea), aches (1%), hypocalcemia (check vitamin D and replete  before starting), 1 in 5 people will get a flu-like infusion reaction to zoledronic acid. These should NOT be used in childbearing women. 

Newer agents=Anabolic agents: Romozosumab (sclerostin inhibitor, sq monthly x 1 year, only approved in women), teriparatide & abaloparatide (parathyroid hormone agonists, sq daily x 2 years)

Costly, only approved for 1-2 years

Romozosumab: treat to target T>-2.5, should be used FIRST line for "severe osteoporosis" (T score <-3.0)

Order matters (see image below)-- these anabolic agentsshould be followed by bisphosphonates (not the reverse)

IN particular with denosumab (prolia), fragility fractures of the spine and rebound fractures are real. MUST always be followed by a bisphosphonate. 

order matters!!

Dr. Hamann's General Approach:

Drug holidays and repeat DEXA?

Consider drug holiday after 5 years on bisphosphonate (if not fracturing)

Check DEXA 2-5 years into treatment, at start of drug holiday, then 2-5 years later

When to consult endocrinology?

-intolerance of oral bisphosphonate

-severe osteoporosis (T<-3.0)

-multiple fractures despite treatment

-anyone needing to stop denosumab (prolia)

Spine Surgery for the PCP (Athanassious, 7/15/26)

A recording of this presentation is available HERE.

Many thanks to Dr. Christian Athanassious, orthopedic spine surgeon, who gave a really great Grand Rounds Treatment of the Spine for the PCP. The recording is worth watching! For those who prefer the written word. . .

Key learning points:

-The cervical and lumbar spine contains mobile segments>> most likely to develop problems (in contrast to thoracic spine)

-Cervical DJD can often radiate to the scapula

-Be sure to give high enough doses of gabapentin (e.g. 300mg QHS) for acute back pain, helping pts sleep improves pain

-Myelopathy with acute change in function (e.g. ability to hold a cup, balance) needs urgent eval

-If patient has >6 months pain with stenosis on MRI, they are unlikely to get better and should be referred to spine surgeon

-Spinal precautions: no twisting, bending or lifting > 10 pounds (fusion x  6 weeks, then can increase weight to 25 pounds x 3 months, laminectomy x 6 weeks)

Neck Pain

-Radiculopathy: compression of cervical nerve roots: deep aching, electrical feeling, stabbing, numbness/tingling (must be differentiated from carpal tunnel syndrome)

-DJD means "less hydration in the disk level" (doesn't mean there is compression nerve or pain generator)-- most adults will have 1-2 levels of DJD on imaging, must always correlate with history and physical exam findings

-Most common cervical problem is C5/C6:  neuroforaminal narrowing will affect the C6 nerve root (weak biceps, wrist extension, deltoid weak)

-Second most common: C6/C7: numbness and tingling over forearm, 2nd and 3rd digit (radial), wrist flexion weakness, triceps weakness

-if a cervical problem > 6 months, should refer to spine surgery

-Myelopathy: can present as a step-like decline (from one day to next), more urgent than radiculopathy. Pain doesn't follow dermatomal distribution because whole spinal cord is being compressed

-while nerve roots can recover (even after 1-2 years of injury), spinal cord injury does not recover as well

-surgical emergency if acute change in function

-"I was walking with a cane independently, and now I feel like I am drunk, I cannot control my feet, I do not know where my arms/legs are in space">> needs cervical and thoracic MRI and spine surgery consultation, may need ED visit

-sudden change in handwriting, in ability to hold a cup

-bowel and bladder dysfunction are rare (need major compression)

Lumbar Pain

Less urgent low back pain: sciatica/back pain

More urgent: cauda equina

L1-L5/Sacrum (6 vertebrae)

Discs: annulus fibrosis (outer fibrous layer), nucleus pulposus (gelatinous)>> pain from annulus being torn, another part is nerve roots being compressed or the pulp putting pressure on the nerves  caustic to nerve root, can cause pain). Acute annular tear, release of NT and tear can cause acute pain>> PT, back precautions, NSAIDSs vs. oral steroids

Non-operative management of acute lumbar disc herniation

-NSAID
-Physical therapy

-gabapentin/lyrica: make sure to dose gabapentin high enough

-oral steroid

-referral to pain mgt for epidural steroid injection

-brace (for fracture, first line for fracture tx unless severe compression of nerve root, patient with a body habitus that doesn't allow, or emphysema dx cannot tolerate) >>vertebroplasty/kyphoplasty: spine surgeon, IR, pain mgt surgeon (okay to call spine surgery if we have questions about what to do)

Ddx lumbar Pain: arthritis, stenosis, DJD (if bad enough), facet disease

Back symptoms:

-axial back pain: doesn't radiate (stenosis, arthritis in facet, severe DJD leading to bone on bone)

-radicular: irritates the nerve root, radiates down legs or out to arms, or to scapula (if thoracic, can radiate mid back toward ribs)

-loss of balance (spinal cord compression)

-loss of dexterity (spinal cord compression)

-weakness (can happen with nerve root or spinal cord compression)

***

Neck surgery:

-Most common: Anterior cervical discectomy and fusion (ACDF), less common disc arthroplasty (if disease limited to 1-2 levels)

-Disc removed, spinal cord and facet decompressed>> spacer placed. If fusion, plate placed over the top (if just arthroplasty, no plate placed)

-Disc arthroplasty: not indicated for >2 disc levels, facet disease often a problem. Usually indicated only in young patient with little facet disease, short hx of axial neck pain, acute issue 2/2 fall or accident (disc replacement). Many will eventually need a fusion

Normal ACDF recovery: 

    -some degree of difficulty swallowing (no need for swallow study), have to chew longer, cut smaller. Pay attention when swallowing. Can last weeks to 1-2 months, almost always resolves

    -pain in front of neck

    -mild swelling in front of neck>> make sure breathing okay, can speak, eat and drink. Can consider TXA post-op to prevent seeping

    -mid-scapula pain: spacers cause stretch on facets and capsule and can cause posterior neck that radiates to scapula

    -strength doesn't come back right away, can continue to see recovery up too 2 years post-op

    -neck braces after fusion (1 level 4 weeks, 2 levels 8 weeks, 3 level 12 weeks in brace)

Abnormal ACDF recovery:

    -C5 radiculopathy (difficulty lifting shoulder) common after severe spinal stenosis due to posterior drift, not permanent, give brace so arm not hanging, will resolve over time

    -redness/infection of surgical site (if no fever, can rx cephalexin; if fever, may need admission for IV abx, MRI to ensure infection is superficial)

    -any NEW dense weakness>> get MRI

    -Horner syndrome: symptomatic treatment, lubricating drops for eyes

surgical decompression (microdiscectomy)

Low Back Surgery

    -microdiscectomy most common

    -laminectomy (full removal) vs. laminotomy

    -#1 indication for spinal fusion is mobile spondylolisthesis (pt flexes and extends and has >3mm motion between flexion/extension). If spinal stenosis and symptoms correlate, not improving 3-6 months, intolerable of pain

    -Why fuse?

        -DJD with stenosis

    -Adjacent level disease

        -degenerative scoliosis

Access lumbar spine from the 1) front (anterior retroperitoneal approach): incision in midline of stomach, go around peritoneum, fuse in retroperitoneal. 2) lateral anterior retroperitoneal approach, 3)  posterior fusion

ALIF: anterior lumbar interbody fusion. Very stable, access via vascular surgery (higher risk of bleeding), powerful way to treat patients IF treating L5/S1 (cannot be accessed frmo the side). Downsides: post-op bleeding, post-op infection (superficial vs. deep (abnormal labs, fever/vital sign instability), DVT/PE (increased due to vessel manipulation), sympathetic chain compromise 

PLIF: posterior lumbar interbody fusion. Less effective, more problematic. Have to take down a lot of paraspinal musculature, removal of bone and ligament from posterior canal. Cannot correct deformity as well as ALIF. 

EXLIF: minimally invasive procedure, eXtreme lateral interbody fusion. Much smaller incision (compared to PLIF). Can use large cage. large graft to increase stability. L5-S1 cannot be accessed due to the anatomy (pelvis in the way). Can get anterior thigh numbness/hip flexion weakness (psoas mm)

What requires urgent spine surgery attention?

-Myelopathy: quick change in function, send to ED, call spine surgeon

-Severe radiculopathy with weakness

-If symptoms > 6 months, doesn't need ED eval but should refer to spine surgery (especially if MRI finds stenosis)

-Cauda equina: severe excruciating back pain, weakness on exam, numbness ins addle, bowel/bladder incontinence. Usually caused by acute event (should be treated within 48 hours, bowel and bladder function may not return)

From Reactive to Proactive: Building Systems to Prevent Patient Harm and Improve Quality of Care (Krishan, 5/27/26)

A recording of this presentation is available HERE.

Human Papilloma Virus: what's new in 2026? (Jordan, 5/20/26)

A recording of this presentation is available HERE.

Cardio-Obstetrics (Soneji, 5/13/26)

A recording of this presentation is available HERE.

Thanks so much to Dr. Nisha Soneji, a new local expert in Cardio-Obstetrics! She joined SMGR in the fall and gave us a great presentation this week that was very family medicine friendly-- on the overlap of cardiovascular disease (hypertension, pre-E, valvular disease) and the peripartum time. It's a great presentation, and she is going to be an awesome resource to have here in our community.

"Pregnancy itself is a major stress test-- you are basically on a treadmill all the time".

US has a shocking rate of maternal mortality-- the highest among developed countries, 49.5/100K live births (highest for black women in the US) and CVD is the major contributor to maternal mortality. Significant racial and ethnic disparities are seen: black women 2.6x risk of death compared to white women. Advancing maternal age increases risk of maternal mortality (87.1 death/100K births)



CVD accounts for 33% of all maternal deaths. Whereas infectious risk of maternal mortality have decreased over the last decade, CVD related deaths are increasing, 2/3rds are considered preventable.

Most common cause of CVD death:

• congenital heart disease
• ischemic heart disease
• valvular heart disease (esp stenotic disease: aortic stenosis, mitral stenosis)
• hypertensive heart disease
• congestive heart failure (peripartum cardiomyopathy, esp post partum)Contributing factors; delayed response to warnings (pregnancy symptoms mimic CVD), ineffective care, misdiagnosis, lack of continuity post partum (risk continues up to 6 months after delivery)

2/3 of maternal deaths occur during post partum period, when women tend to make less time to be seen (caring for newborn, going through hormonal changes, PP depression, etc)

CV changes during pregnancy: "Pregnancy itself is a major stress test-- you are basically on a treadmill all the time". If you are at risk for CVD, in can present in pregnancy or post partum.

See image below:
Normal findings in pregnancy: systolic murmur, elevated JVP, displaced apex, edema, increase in chambers on TTE, small pericardial effusion
NOT normal in pregnancy: S4, diastolic murmur, fixed splitting second heart sound, moderate to large pericardial effusionNOTABLY Unchanged in pregnancy: LVEF, REF, PASP


American College Cardiology


Who should be referred to Cardio-OB?
change in functional status
asthma not responsive to therapy
palpitations
chest pain/tightness that doesn't improve
syncope
SBP not controlled on med
oxygen saturation <90%
hx chemo can lead to HF in pregnant women (10% risk)
existing cardiac conditions: valvular disease, CHF


Risk Assessment:

Modified WHO 2.0 risk calculator


CARPREG

Who doesn't need referral: isolated sinus tachycardia, benign ectopy, mild hypertension managed on meds, normal BNP or TTE. If in doubt, refer!

Preconception counseling: high risk patients should get preconception counseling when risk of death is so high that they really should NOT get pregnant.
Assess risk
medication review (cannot use ACE/ARB)
genetic consultation (if CHD, increased risk of fetal CHD)Testing:
TTE: echo is first line monitoring tool
Troponin, BNP not routinely monitor, but good idea to check baseline if risk factors and/or symptoms. Can then compare post partum to antepartum BNP. Troponin can be ordered routine at the lab.BNP>200 can be normal in pregnancy
BNP >300 VERY suggestive of heart failure
CXR for shortness of breath
Treadmill stress tests in pregnancy can be done safely
Zio/holter
CT chest with angiogram can be considered if benefit>> risk
Hypertension in pregnancy
Chronic hypertension (<20 weeks), gestational hypertension (>20 weeks), preE (+organ dysfunction, Pre-Eclampsia with severe features, Eclampsia (with seizures)
BP Goal <140/90
Daily low dose ASA during pregnancy for preE/eclampsia prevention >12 weeks EGA in moderate to high risk patients
Benefit>>Risk
Pre E: 71% increased risk CVD, 2.5 risk CAD, 4x risk HF

Meds for BP: labetolol (shouldn't be used in asthma, decompensated cardiac function), can use nifedipine

Arrythmias
pregnancy increases aryrthmias due to increased blood flow and hormonal changes. Most common CV complication. Increases with age >41 years.
Preventable
SVT: vagal maneuvers, beta blockers, calcium channel blockers, digoxin (can be added if BB don't work) flecainide
Defer ablation to post partum (due to risk)
Afib: BB, digoxin, 2nd line calcium channel blockers, can be safely cardioverted
Can get implanted devices if need pacemaker

Heart Failure should be treated during pregnancy, cannot be deferred to post partum
-bad outcomes for moms and babies


Peripartum Cardiomyopathy
diagnosis of exclusion
new EF <45% without reversible cause
RF: maternal age, htn, preE, prior cardiomyopathy
present in 3rd trimester to 1 month (up to 6 months PP)
20% recurrence rate, contraception is important
risk of death 5-10% at 1 year
most people with recover EF, but future pregnancy brings higher risk
Meds: loop diuretic, hydralazine, isosorbide dinitrite, digoxin, beta blocker, ((IV dobutamine can be used), AVOID: ACE/ARB/ARNI, SGLT2
Vaginal delivery is recommended unless cardiogenic shock (safer than LTCS)

Valvular Disease
preconception counseling important, especially with L side valve disease (even if asymptomatic)
send to cardiology, need to get stress test pre-conception
TTE q trimester for mild-mod valve disease
R sided valvular disease (e.g. TR), need fetal echo, rarely need intervention>> vaginal delivery preferred
L sided valvular disease: regurgitation well-tolerated, stenotic disease NOT well tolerated in pregnancy (e.g. AS or MS, even if mild). At high risk for atrial arrhthmias

CAD in pregnancy
1/10K hospitalizations after pregnancy
Risk increases 3x
RF: age, black race, eclampsia/preE, known CAD, traditional risk factors (e.g. DM)
Spontaneous dissection (SCAD) most common cause of pregnancy-related MI (conservative tx recommended)

Gout: An Update (Maniscalco, 5/6/26)

A recording of this presentation is available HERE.

Thanks to Dr. David Maniscalco, SMGR Endocrinologist, for an update on Management of Gout. 

1st MTP

Common signs/symptoms

• 80% of gout is monoarticular process (single ankle, knee, 1st MTP, wrist, olecranon bursa)

• significant pain ("cannot even let a bedsheet touch it")

• red/hot/swollen

• flares commonly overnight and early morning (pts may describe this)

polyarticular gout (<20%) becomes an issue in pts with longstanding gout that hasn't been treated, can be seen in hospitalized patients, can be associated with fever, can mimic sepsis
tophaceous gout: pts who haven't received care as outpatient, develop significant tophi, pain can hit critical point with severe pain

Diagnosis

• ideal: presence of uric acid crystals on synovial fluid analysis (crystal-proven gout)

• less ideal: often diagnosed on typical clinical presentation + hyperuricemia

NOTE: serum uric acid level can be erroneously low when a patient is in the midst of a gout flare, so don't be fooled (should recheck uric acid after flare resolves)

Management
Based on 2020 American College of Rheumatology Guidelines for Management of Gout
Indications for urate lowering therapy:

• 2 or more gout flares within a year

• no need to start after first attack>> monitor and see if repeated attacks

• tophaceous gout (rheum should manage)

• radiographic damage attributable to gout (erosions on x-ray)

• hx multiple flares over time (even if <2/year)

• first gout flare with CKD >3

• uric acid >9 (significantly high) or hx nephrolithiasis

no need to start with incidental elevation of uric acid in the absence of gout symptoms
Urate lowering therapy:

• Allopurinol is PREFERRED first-line agent

• recommended including for pts with CKD>3 (safe)

• allopurinol does not cause kidney injury (safe in AKI as well)>> decreased GFR can increase risk of side effects, e.g. severe cutaneous reactions (Stevens Johnson, DRESS), which are rare but do happen>> lower dose if rash develops

• in pts of southeast Asian descent (Han Chinese, Korean, Thai) and African American>> check for alelle HLA B5801 before starting allopurinol

• Feboxostat is used as an alternative to allopurinol

• previously concerned recommended for patients with CKD>> now no longer an indication

• used rarely

• per current guidelines, contraindicated in pts with hx CVD (increases risk of CV death, mixed data)

start lowest dose and titrate up monthly, need serial uric acid measurements to titrate
Goal uric acid <6mg/dl (for non-tophaceous) <5mg/dl (for tophaceous, managed by rheum)

• starting dose: allopurinol 100mg daily (lowest dose), feboxostat 40mg daily (lowest dose)

• decreases risk of hypersensitivity reactions, decreased risk of flares with initiation

• there is no inherent danger in increasing allopurinol>> max dose 800mg

• max dose of feboxostat is 80mg

• about 1/3 of patients will be at goal with 300mg allopurinol

• for pts with CKD3, start with 50mg allopurinol (titrate up by 50 mg/month until goal uric acid)

• There is NO need to stop allopurinol in AKI in hospitalized patients

• can lead to gout flares and do not worsen AKI

Acute flare management
Colchicine is first line most effective within first 36 hours of flare (doesn't work better if started after): 1.2mg, followed by 0.6 mg 1 hour later, then 0.6mg BID until flare resolves
If not resolving, transition to prednisone
If attack is going >48 hours, choose something other than colchicine (prednisone preferred)
Prednisone: 0.5mg/kg 2-5 days, then taper over 7-10 days
NSAID: naproxen 500mg BID, indomethacin okay (often cannot be used due to comorbidities)
ICE!!!!
Medication Prophylaxis

• Any time you are starting urate lowering therapy, you need prophylaxis at the same time!!

• Colchicine is preferred agent for ppx: 0.6mg daily, okay in CKD (CrCl<30, 0.3mg/daily or 0.6mg qod)

• If cannot do colchicine (diarrhea is common), NSAID, e.g. Naproxen 200 or 250mg BID (limited by CKD)

• Last option is prednisone  for those who cannot tolerate colchicine or NSAID: pred 2.5-7.5mg (usually start with 5mg), if worried about diabetes, try to get away with lower dose (e.g. 2.5mg daily)

• Titrate up q2-4 weeks (with uric acid via lab to direct)

Duration of prophylaxis: continue for 3-6 months AFTER target uric acid (longer for tophaceous gout)
Lots of crystal still in joint, take a long time to dissolve, people tend to have flares until treated for a long time

Medication monitoring
Allopurinol is safe (stop if rash), CBC/CMP after initiation, liver issues are not much of an issue, can monitor periodically q6-12 months (CBC, CMP), more frequently if renal impairment. Similar for colchicine.
Diet: low purine diet, low alcohol, reduce high fructose corn syrup, no concrete evidence on cherry juice, avoid red meats/organ meats/scallops, mussels, meaty fish
HCTZ increases uric acid>> change and may help uric acid improve
Losartan is gout-friendly-- evidence it decreases uric acid

Myth busters:

• No need to stop urate lowering therapy while having a gout flare

• No need to stop urate lowering therapy in AKI (can lead to bad flare)

• Okay to start urate lowering therapy DURING a gout flare (despite what UptoDate says)

• Colchicine is safe and NOT highly toxic and can be safely taken as long as adjusted for renal impairment, drug interactions

Refer to rheum:
polyarticular gout
tophaceous gout
unable to be treated with allopurinol/feboxostat

Defensive Medicine (Bialostozky, 4/29/26)

A recording of this presentation is available HERE.

Hooray for Generalism Finding Meaning and Purpose in a World of Hyper-Specialization (Gerlach, 4/15/26)

A recording of this presentation is available HERE.

Immigration Status and Negative Health Impacts (Yadira Raya-Cervantes, 4/1/2026)

A recording of this presentation is available HERE.

Northern California Center for Well Being: HeartWorks Cardiac Rehabilitation Program (Roosen, 3/25/26)

A recording of this presentation is available HERE.

Thanks so much to Erin Roosen, program manager for our local Center for Well-Being's Cardiac Rehabilitation Program, HeartWorks, located at 500 Doyle Park Drive, Santa Rosa 95405. She gave an inspiring presentation on the value of Cardiac Rehabilitation. She certainly inspired me to give a more robust bedside recommendation for my cardiac patients. 

Cardiac Rehabilitation is an evidence-based intervention that literally saves lives. . .

HeartWorks offers: 

• A 3 month focused exercise program for patients with heart failure, any cardiac procedure (valve replacement or repair, stent, CABG), and recent STEMI/NSTEMI
• Cardiac rehab
• decreases need for hospitalization by 25%
• helps people increase activity level
• improve quality of life (65% improvement on PHQ9)
• improves diet
• decreases mortality (47% decrease in mortality if you complete the program, compared to attending only 1 session)
• Cardiac rehab includes pre and post exercise vitals and 3 lead EKG monitoring
• Phase II is 36 sessions (2-3 days/ per week, depending on availability): goal is to improve aerobic capacity (by increasing the 6 minute walk test and/or improve MET levels). This is generally covered by Medicare insurance
• Phase III is an additional 3 month non-monitored program paid for by participants (24 sessions, 2/week)
• Once participants complete cardiac rehab, they are offered a 3 month voucher for our local YMCA

What was most moving about Erin's presentation was the improvement of patients' quality of life and mental health, as well as a recognition that decreasing loneliness (we are in an epidemic) improves mortality as well. 

We are working with HeartWorks to ensure more of our patients complete cardiac rehab with a special personal focus on our Spanish speaking patients (Erin said they have both a Spanish speaking MA and physiotherapist).

Of note, referrals must be done through a patient's cardiologist!

Update on Hormonal Treatment of Menopause (Mason, 3/18/26)

A recording of this presentation is available HERE.

Many thanks to Dr. Antoinette Mason for an important presentation on Hormonal Treatment of Menopause. Dr. Mason is a graduate of our residency program and is also a graduate of our integrative medicine fellowship.

Her stated goal of the presentation: to empower clinicians to use menopausal hormonal therapy (MHT) 

Before 2002, menopausal patients regularly received MHT. After 2002, when the Women's Health Initiative (WHI) was stopped early due to concerns regarding increased rates of breast cancer, blood clots, dementia, CVD and more. This led to a lot of fear and an abrupt change in practice-- as a result, most clinicians have been trained to avoid hormones in menopause.

Over the past 15 years, there has been lots of re-evaluation of the data. Also formulations of hormones used today are not the same as those used in the WHI. Timing matters, age of start matters. 

We are now reckoning with fear, beliefs, lack of evidence, training. . .many of our leading organizations (Menopause Society, ACOG, Endocrine Society) have guidelines that confirm that MHT is safe and appropriate for many populations. 

bio-identical means "same compounds made by the ovaries" (estradiol  (E2) + micronized progesterone), but there are LOT of different formulations of these as well.

Risks of MHT:

• blood clots: associated with oral estrogen (including OCPs, conjugated equine estrogen, oral estradiol). Oral estradiol safer than OCPs, 3-4x risk OCP vs. oral estradiol. But transdermal (patches, gels, cream) do NOT increase risk of blood clots. 
• gallbladder disease: cholelithiasis, cholecystitis, low but increased
• endometrial hyperplasia/cancer: unopposed estrogen therapy (need to give estrogen therapy)
• breast cancer: WHI showed small increase in rate of breast cancer, but estrogen alone actually reduced breast cancer. Risk for breast cancer seems driven by progestin >5 years (when use mircorinized progesterone NO increased risk of breast cancer but no good RCTs). Safest approach: use MHT<5 years. We may never have RCT with clear data. 

Hormonal Cheat Sheet:

FDA approved indications for MHT:

• vasomotor symptoms: hot flashes, night sweats
• genitourinary syndrome of menopause: urinary/vaginal symptoms, dyspareunia
• prevention of osteoporosis in people who are high risk (e.g. family hx, comorbidities), do NOT treat osteoporosis but does prevent fractures
• treatment of early ovarian failure or surgical menopause

Additional benefits (not FDA approved)

• musculoskeletal syndrome of menopause: changes in joints, connective tissues, muscles (pain, stiffness, new joint pain that is NOT arthritis)
• mood/cognitive changes/sleep
• quality of life
• miscellaneous short and long impacts: fractures, colon cancer, breast cancer (estrogen alone), diabetes, improvement in insulin resistance, better blood glucose control for people with DM, LDL reduction (transdermal estradiol), reduced CVD, dementia (mixed studies, ?vascular)

Timing hypothesis: earlier is better (age <60 years of age or <10 years since menopause onset)

How to rx MHT:

• use bio-identical hormones
• use transdermal estrogen whenever possible
• start early, use lowest effective dose (titrate to symptom control)

Absolute contraindications: current breast cancer or hx of breast/endometrial cancer, current or hx VTE, severe liver disease, pregnancy, uncontrolled severe hypertension (get BP under control first)

Assess risk: If high risk for VTE, do NOT use oral estrogen. If high risk CVD, look at lipids, A1c, recommend yearly mammogram, osteoporosis risk

1. Do they need birth control or do they not want to ovulate? (if yes, consider IUD/OCPs)
2. Do they have a uterus? (if yes, they need some progesterone)
3. Are they having regular cycles? (if yes, luteal dosing of progesterone, if no, can use continuous progesterone)

Progesterone decline

For most people in menopause, progesterone starts to decline and estrogen gets chaotic. Eventually post-menopause, both get low but in the transition it's very unpredictable. A lot of people have symptoms associated with low progesterone state initially. Most common: anxiety, insomnia, shortening cycles, headaches. Can just use micronized progesterone alone in early menopause symptoms: e.g. start with 100mg orally or vaginally (same capsule) just 2 weeks after ovulation (in luteal phase).  . .Can later increase dose or add estradiol. If cycles are irregular and unpredictable, can use continuous progesterone at night. Vaginal progesterone can be less sedating.

LOOP events

LOOP events (luteal out of phase event): ovulatory event, and then in the luteal phase (week or two after ovulation, you get another ovulation>> can cause anemia, other issues for people).

OCP can work, but for those who don't' want OCPs, can use progesterone to stabilize the endometrium and try to reduce bleeding. Start 100mg QHS (lowest dose), can increase to 200-300mg to stabilize bleeding. Adding estradiol can help (oral helps more than transdermal but have to balance safety and benefit). Don't forget birth control!

Common Progesterone side effects: constipation (fiber/magnesium/water), morning grogginess (can try earlier in the evening, switch to vaginal formulation)

Estrogen Decline

estrogen decline symptoms: vaginal symptoms, hot flashes, irregular period

Can start estradiol (start with lowest patch>> twice weekly better than once weekly, smaller, adhesive less sticky). Currently supply chain issue, harder to get right now

Follow up 4-8 weeks because hot flashes should respond quickly>> if they don't get better, need more estrogen

Vaginal Estrogen 

Vaginal estrogen should be used liberally for genito-urinary symptoms of menopause. Vaginal estrogen can be used SAFELY for almost everyone, including post partum. Can decrease UTIs in elders. Cheap, easy, effective tool. Note there are TWO vaginal rings (one rx'd for local therapy, one for systemic therapy. Make sure you know which you are rx'ing)

Testosterone: Low dose topical testosterone VERY low dose for sexual dysfunction of menopause (1/10th male dose). Always optimize estrogen and progesterone first to see if symptoms improve. Do not put testosterone gel on clitoris.