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Heart Failure Bundle

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Heart Failure Bundle

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

Format digital
Access $129.00
Item ID bndl025
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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 CarePlanCompass™ 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.

acd025 Heart Failure Companion
acd027 Sleep & Energy Recovery Companion
dcm001 Condition Overview & What to Expect
hmb002 Self-Management Toolkit
mwp002 Sleep Hygiene
dcm005 Flare-Up Action Plan
hmb005 Medication Tracking
hmb004 My Meals & Fluids Planner
inj001 Ergonomics & Movement Safety
mwp012 Resilience Builder
kpd002 Daily Health Journal
kpd005 Healthy Habits Journal
kpd010 Sleep Reset Workbook
kpd019 Small Habits, Better Days
kpd014 Navigating Tough Days Workbook

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Clinical Confidence

Evidence behind this resource

49 sources
Evidence-informed

Guidance is connected to the CarePlanCompass™ 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 49 sources
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  2. American Occupational Therapy Association. Occupational Therapy Practice Framework: Domain and Process—Fourth Edition. Am J Occup Ther. 2020;74(Suppl 2):7412410010p1-7412410010p87. doi:10.5014/ajot.2020.74S2001 Source
  3. Kessels RPC. Patients' memory for medical information. J R Soc Med. 2003;96(5):219-222. doi:10.1258/jrsm.96.5.219
  4. 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
  5. 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. Am J Occup Ther. 2021;75(4):7504190010. doi:10.5014/ajot.2021.046946 Source
  6. Agency for Healthcare Research and Quality. Be more engaged in your healthcare. AHRQ;Updated November 2024. Accessed October 15, 2026. https://www.ahrq.gov/questions/be-engaged/index.html Source
  7. 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
  8. Fields B, Smallfield S, Marc-Aurele J, et al. Occupational therapy practice guidelines for adults with chronic conditions. Am J Occup Ther. 2022;76(2):7602397010. https://research.aota.org/ajot/article/76/2/7602397010/23263/Occupational-Therapy-Practice-Guidelines-for Source
  9. Elwyn G, Frosch D, Thomson R, et al. Shared decision making: a model for clinical practice. J Gen Intern Med. 2012;27(10):1361-1367. doi:10.1007/s11606-012-2077-6
  10. 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
  11. Smallfield S, Molitor WL. Occupational therapy interventions addressing sleep for community-dwelling older adults: a systematic review. Am J Occup Ther. 2018;72(4):7204190030p1-7204190030p9. doi:10.5014/ajot.2018.031211 Source
  12. American Occupational Therapy Association. Occupations and everyday activities. AOTA;Accessed October 15, 2026. https://www.aota.org/practice/domain-and-process/occupations-everyday-activities Source
  13. 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
  14. 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
  15. 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
  16. 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
  17. Kinnersley P, Edwards A, Hood K, et al. Interventions before consultations for helping patients address their information needs. Cochrane Database Syst Rev. 2007;(3):CD004565. doi:10.1002/14651858.CD004565.pub2
  18. Mayo Clinic. Heart failure. Mayo Clinic. 2025. https://www.mayoclinic.org/diseases-conditions/heart-failure/symptoms-causes/syc-20373142 Source
  19. 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
  20. Agency for Healthcare Research and Quality. Use the teach-back method: tool 5. Health Literacy Universal Precautions Toolkit. 3rd ed;Updated April 2024. Accessed October 15, 2026. https://www.ahrq.gov/health-literacy/improve/precautions/tool5.html Source
  21. National Heart, Lung, and Blood Institute. Heart failure. National Heart, Lung, and Blood Institute. 2025. https://www.nhlbi.nih.gov/health/heart-failure Source
  22. 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
  23. National Library of Medicine. Understanding medical words tutorial. MedlinePlus;Updated September 30, 2024. Accessed October 15, 2026. https://medlineplus.gov/medicalwords.html Source
  24. 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
  25. 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
  26. Lorig KR, Holman HR. Self-management education: history, definition, outcomes, and mechanisms. Ann Behav Med. 2003;26(1):1-7. doi:10.1207/S15324796ABM2601_01
  27. 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
  28. Talevski J, Wong Shee A, Rasmussen B, et al. Teach-back: a systematic review of implementation and impacts. PLoS One. 2020;15(4):e0231350. doi:10.1371/journal.pone.0231350
  29. 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
  30. 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
  31. 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
  32. 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
  33. 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
  34. 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
  35. 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
  36. 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
  37. 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
  38. 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
  39. 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
  40. 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
  41. 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
  42. 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
  43. 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
  44. 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
  45. American Occupational Therapy Association. Occupational Therapy Practice Framework: Domain and Process—Fourth Edition. Am J Occup Ther. 2020;74(Suppl 2):7412410010p1-7412410010p87. doi:10.5014/ajot.2020.74S2001 Source
  46. 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
  47. 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. Am J Occup Ther. 2021;75(4):7504190010. doi:10.5014/ajot.2021.046946 Source
  48. 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
  49. 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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