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Heart Failure Companion

Applied Companion

Heart Failure Companion

A structured heart failure management companion focused on symptom tracking, daily weights, swelling, shortness of breath, fatigue, sodium and fluid routine questions, medication follow-through, blood pressure, sleep, energy conservation, cardiac rehabilitation, exercise, ADLs and IADLs, caregiver support, hospitalization prevention, and provider communication.

Format digital
Access $39.00
Item ID acd-025

Educational support only. This resource complements, not replaces, provider instructions, facility policy, or medical advice.

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Heart Failure Management Companion

Heart failure does not mean the heart has stopped working. It means the heart is not pumping or filling as effectively as the body needs. This can lead to shortness of breath, swelling, fatigue, fluid buildup, activity limits, sleep disruption, medication changes, and fear of another hospitalization.

The Heart Failure Management Companion was designed to help people living with heart failure, families, caregivers, and support teams organize the real-life concerns that often shape the day: daily weights, swelling, breathing changes, fatigue, medication timing, sodium and fluid questions, blood pressure, sleep, activity tolerance, energy conservation, cardiac rehabilitation, and when to call the care team.

This Companion does not diagnose heart failure, classify heart failure type, prescribe medication, adjust diuretics, prescribe sodium or fluid limits, replace cardiology care, replace cardiac rehabilitation, replace emergency care, or replace individualized provider instructions. It helps users track patterns, organize questions, and communicate more clearly with the care team.

What Is Heart Failure?

Heart failure is a long-term condition where the heart cannot move blood as well as the body needs. This can cause fluid to build up in the lungs, legs, feet, belly, or other areas. It can also make everyday activities feel harder because the body may not get enough oxygen-rich blood during activity.

Care-team language may include heart failure with reduced ejection fraction, heart failure with preserved ejection fraction, congestion, fluid overload, edema, shortness of breath, exertional dyspnea, orthopnea, diuretics, guideline-directed medical therapy, ejection fraction, and cardiac rehabilitation.

The goal is not to overwhelm users with medical terms. The goal is to help them notice daily changes early and bring better information to the care team.

Why Am I So Tired and Short of Breath?

Fatigue and shortness of breath are two of the most frustrating heart failure symptoms. A person may feel tired after simple tasks, need more rest breaks, feel winded walking across the room, struggle with stairs, or avoid activity because they fear symptoms will get worse.

This Companion helps users track:

  • Shortness of breath during rest or activity
  • Fatigue and energy crashes
  • Activity tolerance
  • Stairs, walking distance, bathing, dressing, cooking, shopping, and household tasks
  • What makes symptoms worse or better
  • Questions for cardiology, primary care, cardiac rehab, OT, PT, or the care team

The goal is not to avoid activity forever. The goal is to understand limits, pace safely, and ask what level of activity is appropriate.

Sleep, Nighttime Breathing, Fatigue, and Energy Conservation

Heart failure can affect sleep and nighttime breathing. Some people may need extra pillows, wake up short of breath, feel more tired in the morning, or struggle with daytime energy. Fatigue can make basic routines feel heavier than expected.

This Companion helps users organize:

  • Sleep position and pillow changes
  • Nighttime breathing concerns
  • Daytime sleepiness or fatigue
  • Rest breaks and pacing routines
  • Bathing, dressing, cooking, errands, and household task planning
  • Questions about energy conservation, sleep, breathing, and safe activity

Energy conservation does not mean giving up. It means using timing, pacing, setup, and rest breaks so the person can participate more safely and consistently.

Activity, Cardiac Rehabilitation, Exercise, and Therapy Modalities

Heart failure management may include provider-guided activity, cardiac rehabilitation, exercise training, education, symptom monitoring, nutrition support, medication routines, and therapy support when appropriate.

Modalities and supports may include cardiac rehabilitation, provider-guided exercise, physical therapy for strength, balance, endurance, and mobility, occupational therapy for ADLs, IADLs, energy conservation, home setup, and routines, nutrition or dietitian support for sodium and fluid questions, and caregiver cueing for symptom tracking and appointment preparation.

This Companion does not prescribe modalities. It helps users understand what supports may be discussed with the care team, what symptoms or daily tasks they may target, what questions to ask, and what changes to track.

Helpful questions may include:

  • Is cardiac rehabilitation appropriate?
  • What activity level is safe right now?
  • What symptoms mean I should stop and call?
  • Should I track blood pressure, pulse, weight, swelling, or shortness of breath?
  • What sodium or fluid instructions apply to me?
  • What daily tasks should be paced differently?
Mood, Anxiety, Caregiver Stress, and Fear of Another Hospitalization

Heart failure can be emotionally heavy. People may worry about another hospitalization, feel anxious when breathing changes, feel discouraged by fatigue, or feel guilty needing help. Caregivers may feel scared, responsible, or unsure when symptoms change.

This Companion helps families organize:

  • Fear of worsening symptoms
  • Anxiety about breathing or swelling
  • Depression, discouragement, or loss of confidence
  • Caregiver stress
  • Appointment questions
  • Support needs and safety planning

The goal is not to panic over every symptom. The goal is to know what to watch, what to track, and when to contact the care team.

Knowing When Symptoms Are Serious

Heart failure symptoms can become serious. Users should follow provider instructions about when to call the care team and when to seek urgent or emergency help.

Provider communication may be especially important when users notice rapid weight gain, worsening swelling, worsening shortness of breath, trouble breathing while lying flat, waking up gasping, chest pain, fainting, severe dizziness, confusion, blue lips or fingers, severe weakness, medication side effects, missed medications, or symptoms that do not match the usual pattern.

This Companion is not a substitute for urgent care, emergency care, cardiology care, medication guidance, or individualized provider instructions.

Common Heart Failure Management Concerns This Companion Helps Organize

Common concerns may include:

  • “Why am I so tired and short of breath?”
  • Swelling, fluid retention, and daily weighing
  • Medication timing and multiple prescriptions
  • Sodium and fluid confusion
  • Fear of another hospitalization
  • Sleeping flat, nighttime breathing, and fatigue
  • Activity limits versus staying active
  • Anxiety, depression, fear, and caregiver stress
  • Work, home, and community routines
  • Knowing when symptoms are serious
What This Companion Helps With

This Companion helps users:

  • Track daily weights, swelling, breathing, fatigue, activity tolerance, sleep, blood pressure questions, and daily routines
  • Organize questions about medications, sodium, fluid routines, labs, appointments, cardiac rehabilitation, exercise, and therapy supports
  • Prepare for cardiology, primary care, pharmacy, nutrition, cardiac rehab, OT, PT, behavioral health, and caregiver-support conversations
  • Support safer participation in bathing, dressing, cooking, walking, sleep, work, errands, relationships, and community life
heart failure management companion heart failure daily weights heart failure swelling heart failure shortness of breath heart failure fatigue heart failure symptom tracking heart failure medication routine sodium heart failure fluid restriction questions heart failure blood pressure heart failure sleep heart failure energy conservation cardiac rehabilitation heart failure heart failure exercise heart failure caregiver support heart failure hospitalization prevention heart failure warning signs heart failure ADLs heart failure IADLs CarePlanRx companion

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Clinical Confidence

Evidence behind this resource

20 sources
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AMA-style references

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View clinical references 20 sources
  1. Heidenreich PA, Bozkurt B, Aguilar D, et al. 2022 AHA/ACC/HFSA guideline for the management of heart failure. Circulation. 2022;145(18):e895-e1032. doi:10.1161/CIR.0000000000001063 Source
  2. National Institute for Health and Care Excellence. Chronic heart failure in adults: diagnosis and management. NICE Guideline NG106. 2025;Last reviewed September 3, 2025. https://www.nice.org.uk/guidance/ng106 Source
  3. Kittleson MM, Panjrath GS, Amancherla K, et al. 2023 ACC expert consensus decision pathway on management of heart failure with preserved ejection fraction. Journal of the American College of Cardiology. 2023;81(18):1835-1878. doi:10.1016/j.jacc.2023.03.393 Source
  4. American Heart Association. Classes of heart failure. American Heart Association. 2025. https://www.heart.org/en/health-topics/heart-failure/what-is-heart-failure/classes-of-heart-failure Source
  5. American Heart Association. Warning signs of heart failure. American Heart Association. 2025. https://www.heart.org/en/health-topics/heart-failure/warning-signs-of-heart-failure Source
  6. American Heart Association. Managing heart failure symptoms. American Heart Association. 2025. https://www.heart.org/en/health-topics/heart-failure/living-with-heart-failure-and-managing-advanced-hf/managing-heart-failure-symptoms Source
  7. Mayo Clinic. Heart failure. Mayo Clinic. 2025. https://www.mayoclinic.org/diseases-conditions/heart-failure/symptoms-causes/syc-20373142 Source
  8. National Heart, Lung, and Blood Institute. Heart failure. National Heart, Lung, and Blood Institute. 2025. https://www.nhlbi.nih.gov/health/heart-failure Source
  9. Bozkurt B, Fonarow GC, Goldberg LR, et al. Cardiac rehabilitation for patients with heart failure. Journal of the American College of Cardiology. 2021;77(11):1454-1469. doi:10.1016/j.jacc.2021.01.030 Source
  10. Taylor JL, Bonikowske AR, Olson TP. Practical guidelines for exercise prescription in patients with chronic heart failure. Heart Failure Reviews. 2023;28:1335-1356. doi:10.1007/s10741-023-10328-3 Source
  11. Long L, Mordi IR, Bridges C, et al. Exercise-based cardiac rehabilitation for adults with heart failure. Cochrane Database of Systematic Reviews. 2019;Issue 1:CD003331. doi:10.1002/14651858.CD003331.pub5 Source
  12. Ponikowski P, Voors AA, Anker SD, et al. 2016 ESC guidelines for the diagnosis and treatment of acute and chronic heart failure. European Heart Journal. 2016;37(27):2129-2200. doi:10.1093/eurheartj/ehw128 Source
  13. Riegel B, Moser DK, Anker SD, et al. State of the science: promoting self-care in persons with heart failure. Circulation. 2009;120(12):1141-1163. doi:10.1161/CIRCULATIONAHA.109.192628 Source
  14. Jonkman NH, Westland H, Groenwold RHH, et al. Do self-management interventions work in patients with heart failure? An individual patient data meta-analysis. Circulation. 2016;133(12):1189-1198. doi:10.1161/CIRCULATIONAHA.115.018006 Source
  15. American Heart Association. Managing heart failure with diet. American Heart Association. 2025. https://www.heart.org/en/health-topics/heart-failure/treatment-options-for-heart-failure/managing-heart-failure-with-diet Source
  16. National Institute on Aging. Heart failure: symptoms, causes, and treatment. National Institute on Aging. 2025. https://www.nia.nih.gov/health/heart-health/heart-failure-symptoms-causes-and-treatment Source
  17. Freedland KE, Carney RM, Rich MW. Depression in heart failure. Journal of the American College of Cardiology. 2011;58(17):1709-1718. doi:10.1016/j.jacc.2011.05.046 Source
  18. American Occupational Therapy Association. Occupational Therapy Practice Framework: Domain and Process—Fourth Edition. American Journal of Occupational Therapy. 2020;74(Suppl 2):7412410010p1-7412410010p87. doi:10.5014/ajot.2020.74S2001 Source
  19. Smallfield S, Fang L, Kyler D. Self-management interventions to improve activities of daily living and rest and sleep for adults with chronic conditions: a systematic review. American Journal of Occupational Therapy. 2021;75(4):7504190010. doi:10.5014/ajot.2021.046946 Source
  20. Kim S, Xu Y, Dore K, Gewurtz R, Lariviere N, Letts L. Fatigue self-management led by occupational therapists and/or physiotherapists for chronic conditions: a systematic review and meta-analysis. Chronic Illness. 2022;18(4):781-793. doi:10.1177/17423953211039783 Source

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