COPD and heart-failure action plans
COPD and heart failure action plans: recognise changes, follow clinician-agreed steps and know when worsening symptoms need urgent help.
How this guide was prepared
Purpose: urgent guidance · Level: detailed
Checked by: Does Your Duck Quack. Sources are linked below; seek professional advice for individual circumstances.
The short answer
What to do first
COPD and heart failure action plans: recognise changes, follow clinician-agreed steps and know when worsening symptoms need urgent help.
Start here: Ask the GP, respiratory nurse or heart-failure team for a plan the person can use. If both conditions are present, separate COPD and heart-failure instructions clearly. Include usual symptoms, named contacts, urgent signs and review arrangements. Ask for plain language and involve supporters only with consent.
Do not wait: Call 999 for severe breathlessness, chest pain, blue lips, collapse, or new confusion with a sudden serious deterioration. If symptoms are worsening but not immediately life-threatening, follow the action plan and contact the named nurse, GP or urgent NHS service the same day.
Visual guides
See the decision at a glance
- 1. Ask the clinical teamRequest a plan that separates COPD and heart-failure instructions where both apply.
- 2. Record usual symptomsNote the person’s baseline and changes they should report.
- 3. Set out contactsWrite down the named nurse, GP and urgent route, including out-of-hours advice.
- 4. Share and reviewKeep it accessible and share with chosen helpers with the person’s consent.
- COPD may worsenNotice increased breathlessness, cough, sputum or difficulty with usual tasks.
- Heart failure may worsenNotice breathlessness, swollen legs, difficulty lying flat or unusual tiredness.
- Severe symptomsCall 999 for severe breathlessness, chest pain, blue lips, collapse or sudden confusion.
- Rescue medicinesUse a prescribed rescue pack only according to the person’s written instructions.
Scope of this guide
This guide helps you understand the options and questions to ask. It is not personal medical, legal or financial advice. Check the official sources for your nation and seek qualified help for high-stakes decisions.
Call 999 for a life-threatening emergency. For an urgent problem that is not clearly life-threatening, use the official NHS urgent-care route for the UK nation you are in. Have the address, symptoms, onset time, medicines and allergies ready.
Who this guide is for
People living with COPD, heart failure or both, and supporters who want clear, condition-specific steps when symptoms change.
A written action plan records what is usual, which changes matter and who to contact. COPD and heart failure can both cause breathlessness, but they need different responses. A clinician must agree the instructions; a checklist cannot replace an individual assessment.
What to do now
1. Ask for a written plan
Ask the GP, respiratory nurse or heart-failure team for a plan the person can use. If both conditions are present, separate COPD and heart-failure instructions clearly. Include usual symptoms, named contacts, urgent signs and review arrangements. Ask for plain language and involve supporters only with consent.
2. Notice changes from usual
For COPD, watch for worse breathlessness, cough, sputum or ability to do usual tasks. For heart failure, increasing breathlessness, swollen legs, difficulty lying flat, unusual tiredness or weight change may signal deterioration. Monitor weight only if the clinician has asked and explained what to report. Record the change and when it began.
3. Use rescue medicine only as directed
Some people have a prescribed COPD rescue pack; it is not for everyone. Ask what symptoms mean starting it, how to take it and when to call. Do not use leftover antibiotics or steroids, change oxygen or alter water tablets without written instructions. If unsure whether the plan applies, call the named clinician or urgent NHS service.
4. Ask about rehabilitation and prevention
Ask whether pulmonary or cardiac rehabilitation is suitable and if community, home or remote support is available locally. Discuss current vaccination advice, inhaler technique, smoking support, fluids and activity pacing with the treating team. Advice should fit both conditions and the person’s preferences; avoid starting strenuous exercise during a flare without clinical guidance.
5. Share and review the plan
Keep the plan where the person and chosen helpers can find it, sharing it with consent. Include medicine details and contact routes without displaying private information to visitors. Ask for review after admission, repeated flare, medicine change or new difficulty following the plan. Call 999 for severe breathlessness, chest pain, blue lips, collapse or sudden confusion.
Warning signs and checks
- Clinician-agreed plan in accessible format
- Separate instructions for each condition
- Changes from normal symptoms described
- Rescue medicine rules written down
- Out-of-hours and emergency routes clear
- Rehabilitation and vaccination discussed
- Review arranged after a flare or admission
Common questions
How do I get a COPD action plan?
Ask the GP, respiratory nurse or specialist team to write a plan with you. It should explain usual symptoms, important changes, any prescribed rescue treatment, who to call and when to seek emergency help. Request an accessible copy. If heart failure is also present, make sure the COPD and heart-failure instructions are clearly separated.
Does everyone with COPD need a rescue pack?
No. A clinician prescribes a rescue pack only when appropriate and explains exactly when to use it. Ask which symptoms apply and what follow-up is needed. Do not use leftover antibiotics or steroids. Worsening breathlessness can have causes other than COPD, including heart failure, so follow the person’s own escalation plan.
What symptoms suggest heart failure is getting worse?
Worsening breathlessness, leg swelling, difficulty lying flat, unusual fatigue or weight change can be warning signs. Follow the individual plan and measure weight only if the team has asked you to. Contact the heart-failure team or GP promptly. Call 999 for severe breathlessness, chest pain, blue lips, collapse or sudden confusion.
Are pulmonary and cardiac rehabilitation available at home?
Rehabilitation availability and suitability vary. Ask the respiratory or heart-failure team whether a referral is appropriate and whether home or community support is offered locally. A programme should fit the person’s health and plan. Do not start demanding exercise while symptoms are unstable without clinical advice.
Differences across the UK
Care and urgent routes differ between the NHS systems in England, Scotland, Wales and Northern Ireland. Respiratory and heart-failure teams, rehabilitation access and referrals vary locally. Ask the GP or specialist team to name the contact for the person’s location and the right out-of-hours route; do not assume another nation’s plan or phone number applies.
Call 999 for severe breathlessness, chest pain, blue lips, collapse, or new confusion with a sudden serious deterioration. If symptoms are worsening but not immediately life-threatening, follow the action plan and contact the named nurse, GP or urgent NHS service the same day.
Primary sources
The publisher checked this guide against the 6 official sources below. This is an editorial source check, not approval by a clinician, lawyer or benefits adviser.
- NHS: COPD
- NHS: Heart failure
- NHS inform: COPD
- NHS Wales: COPD
- nidirect: Chronic obstructive pulmonary disease
- NHS: When to call 999
Related guides
- Breathlessness: when to get help
- Vaccinations in later life: what may be offered
- Swollen legs and ankles in older people: when to worry
Editorial note: By Does Your Duck Quack.
