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Heart Failure Bundle

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Heart Failure Bundle

A focused CarePlanRx™ support resource designed to improve clarity, follow-through, and next-step confidence.

Format digital
Access $129.00
Item ID bndl-025
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Educational support only. This resource complements, not replaces, provider instructions, facility policy, or medical advice.

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A focused CarePlanRx™ support resource designed to improve clarity, follow-through, and next-step confidence.

Bundle Contents

Included in this bundle

This bundle includes the following companions, guidance resources, and workbook tools from the bundle matrix.

acd-025 Heart Failure Companion
acd-027 Sleep & Energy Recovery Companion
dcm001 Condition Overview & What to Expect
hmb002 Self-Management Toolkit
mwp002 Sleep Hygiene
dcm005 Flare-Up Protocol
hmb005 Medication Tracking
hmb004 Nutrition & Hydration Basics
inj001 Ergonomics & Movement Safety
mwp012 Resilience Builder
kpd002 Disease & Condition Management Journal
kpd005 Health Management & Behavior Journal
kpd010 Sleep Reset Workbook
kpd019 Health Behavior Activation Planner
kpd014 Navigating Tough Days Workbook

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Clinical Confidence

Evidence behind this resource

40 sources
Evidence-informed

Guidance is connected to the CarePlanRx™ reference database.

AMA-style references

Sources are formatted for clinical review and transparency.

Methodology available

Users can review how references support the resource framework.

View Clinical Evidence & Methodology

View clinical references 40 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. 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
  3. 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
  4. 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
  5. 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
  6. Fields B, Smallfield S, Marc-Aurele J, et al. Occupational therapy practice guidelines for adults with chronic conditions. American Journal of Occupational Therapy. 2022;76(2):7602397010. https://research.aota.org/ajot/article/76/2/7602397010/23263/Occupational-Therapy-Practice-Guidelines-for Source
  7. 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
  8. Smallfield S, Molitor WL. Occupational therapy interventions addressing sleep for community-dwelling older adults: a systematic review. American Journal of Occupational Therapy. 2018;72(4):7204190030p1-7204190030p9. doi:10.5014/ajot.2018.031211 Source
  9. Kim JY, Lee J, Park HY. Exploring occupation-based interventions for sleep within occupational therapy practice framework: a systematic review. Healthcare. 2026. https://pmc.ncbi.nlm.nih.gov/articles/PMC12935297/ Source
  10. 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
  11. 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
  12. Ramar K, Malhotra RK, Carden KA, et al. Sleep is essential to health: an American Academy of Sleep Medicine position statement. Journal of Clinical Sleep Medicine. 2021;17(10):2115-2119. doi:10.5664/jcsm.9476 Source
  13. Mayo Clinic. Heart failure. Mayo Clinic. 2025. https://www.mayoclinic.org/diseases-conditions/heart-failure/symptoms-causes/syc-20373142 Source
  14. Watson NF, Badr MS, Belenky G, et al. Recommended amount of sleep for a healthy adult: a joint consensus statement of the American Academy of Sleep Medicine and Sleep Research Society. Sleep. 2015;38(6):843-844. doi:10.5665/sleep.4716 Source
  15. National Heart, Lung, and Blood Institute. Heart failure. National Heart, Lung, and Blood Institute. 2025. https://www.nhlbi.nih.gov/health/heart-failure Source
  16. Edinger JD, Arnedt JT, Bertisch SM, et al. Behavioral and psychological treatments for chronic insomnia disorder in adults: an American Academy of Sleep Medicine clinical practice guideline. Journal of Clinical Sleep Medicine. 2021;17(2):255-262. doi:10.5664/jcsm.8986 Source
  17. Walker J, Muench A, Perlis ML, Vargas I. Cognitive behavioral therapy for insomnia: a primer. Clinical Psychology Review. 2022;92:102116. doi:10.1016/j.cpr.2022.102116 Source
  18. 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
  19. 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
  20. Carney CE, Buysse DJ, Ancoli-Israel S, et al. The consensus sleep diary: standardizing prospective sleep self-monitoring. Sleep. 2012;35(2):287-302. doi:10.5665/sleep.1642 Source
  21. Kim S, Xu Y, Dore K, Gewurtz R, Larivière 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
  22. 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
  23. Alizadeh N, Lix L, Finlayson M. What we know about fatigue self-management programs for people with chronic conditions: a scoping review. Patient Education and Counseling. 2023;112:107728. doi:10.1016/j.pec.2023.107728 Source
  24. 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
  25. Omura KM, Faria-Fortini I, Polese JC, et al. Energy conservation, minimum steps, and adaptations when using energy conservation strategies: a scoping review. Hong Kong Journal of Occupational Therapy. 2022;35(2):93-107. doi:10.1177/15691861221137223 Source
  26. 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
  27. Fateh HR, Merghati-Khoei E, Latifi S, et al. The effect of energy conservation strategies on fatigue, occupational performance, and quality of life in people with multiple sclerosis: a randomized controlled trial. Iranian Journal of Neurology. 2022;21(4):178-186. https://pmc.ncbi.nlm.nih.gov/articles/PMC9716468/ Source
  28. 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
  29. 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
  30. Sanal-Hayes NEM, Mclaughlin M, Hayes LD, et al. A scoping review of pacing for management of myalgic encephalomyelitis/chronic fatigue syndrome. Journal of Translational Medicine. 2023;21:720. doi:10.1186/s12967-023-04587-5 Source
  31. 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
  32. National Institute for Health and Care Excellence. Myalgic encephalomyelitis/chronic fatigue syndrome: diagnosis and management. NICE guideline NG206. NICE Guideline. 2021;NG206. https://www.nice.org.uk/guidance/ng206 Source
  33. Kingdon C, Giotas M, Nacul L, Lacerda E. Healthcare professionals’ understanding of the new NICE guideline for ME/CFS: implications for practice. Healthcare (Basel). 2022;10(5):898. doi:10.3390/healthcare10050898 Source
  34. 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
  35. Bull FC, Al-Ansari SS, Biddle S, et al. World Health Organization 2020 guidelines on physical activity and sedentary behaviour. British Journal of Sports Medicine. 2020;54(24):1451-1462. doi:10.1136/bjsports-2020-102955 Source
  36. 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
  37. McCowan A, McNamara RJ, McKeough ZJ. Occupational therapy in adults with chronic respiratory conditions: a scoping review. Australian Occupational Therapy Journal. 2023;70(5):520-533. doi:10.1111/1440-1630.12861 Source
  38. 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
  39. Winkelman JW, Berkowski JA, DelRosso LM, et al. Treatment of restless legs syndrome and periodic limb movement disorder: an American Academy of Sleep Medicine clinical practice guideline. Journal of Clinical Sleep Medicine. 2025;21(1):137-152. doi:10.5664/jcsm.11390 Source
  40. 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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