Systematic Protocol for Adapting a Clinical Guideline for Education and Home‑Care in Older Adults with Heart-Failure After Hospital Discharge: Mixed‑Methods Study

Volume 15, Issue 1
June 2026
Pages 143-154

Document Type : protocol study

Authors

1 Nursing and Midwifery Care Research Center, Department of Community Health and Geriatric Nursing, School of Nursing and Midwifery, Isfahan University of Medical Sciences, Isfahan, Iran

2 Nursing and Midwifery Care Research Center, Department of Critical Care Nursing, School of Nursing and Midwifery, Isfahan University of Medical Sciences, Isfahan, Iran

3 School of Nursing and Midwifery, Isfahan University of Medical Sciences, Isfahan, Iran

Abstract
Introduction:
Heart failure is associated with frequent hospital readmissions and high mortality. In Iran, there is a gap between international guidelines and local practice, particularly in home care and self care education, which emphasizes the need to adapt clinical practice guidelines. This study aimed to design an integrated framework to adapt a clinical guideline for heart failure management, with a focus on structured self care education in home care for older adults and on strengthening the role of nurses in post discharge education.
Methods:
This mixed methods study was developed based on a ten step framework for guideline adaptation. The steps included forming an expert team, defining the scope and key questions using the PIPOH framework, conducting a systematic search for relevant guidelines, and assessing their quality with the AGREE II tool. Selected recommendations were reviewed using the GRADE ADOLOPMENT approach and Evidence to Decision tables to decide whether to adopt, adapt, or develop new recommendations. Expert consensus was achieved using the RAND/UCLA Appropriateness Method, and barriers and facilitators to implementation were analyzed with the Theoretical Domains Framework.
Results:
A clear, step-by-step protocol for selection, evaluation, and adaptation of heart failure guidelines in the Iranian health system is presented. This includes a custom implementation package, structured educational programs for nurses, patients, and caregivers, and standardized home monitoring tools. This approach is expected to enhance knowledge, skills, and self-care among older adults with heart failure.
Conclusions:
By combining guideline adaptation, expert consensus, and implementation science frameworks, this protocol offers a practical tool to reduce the gap between evidence and practice and improve the quality of care. Standardizing self care education, designing nurse led educational programs, and integrating education into the home care pathway after discharge may help reduce rehospitalizations and increase health system efficiency. Applying this protocol in future studies and real clinical settings will allow evaluation of its impact on patient outcomes and health system performance.

Keywords

Subjects
1. Ogugua J, Muonde M, Paschal Maduka C, O Olorunsogo T, Omotayo O. Demographic shifts and healthcare: A review of aging populations and systemic challenges. International Journal of Science and Research Archive. 2024;11(1):383-95. doi:10.30574/ijsra.2024.11.1.0067
2. Krenz A, Strulik H. Physiological aging in India: The role of the epidemiological transition. PloS one. 2023;18(7):e0287259. doi:10.1371/journal.pone.0287259
3. Salehi N, Afrashteh MY, Majzoobi MR, Ziapour A, Janjani P, Karami S. Does coping with pain help the elderly with cardiovascular disease? The association of sense of coherence, spiritual well-being and self-compassion with quality of life through the mediating role of pain self-efficacy. BMC geriatrics. 2023;23(1):393. doi:10.1186/s12877-023-04083-x
4. Zarrin A, Tourchian N, Heckman GA. Chronic Disease Self-Management Among Iranian Older Adults: A Scoping Review. Journal of applied gerontology : the official journal of the Southern Gerontological Society. 2020;39(8):922-30. doi:10.1177/0733464819832198
5. de Freitas EV, Batlouni M, Gamarsky R. Heart failure in the elderly. Journal of geriatric cardiology : JGC. 2012;9(2):101-7. doi:10.3724/sp.j.1263.2011.12295
6. Shahim B, Kapelios CJ, Savarese G, Lund LH. Global Public Health Burden of Heart Failure: An Updated Review. Cardiac failure review. 2023;9:e11. doi:10.15420/cfr.2023.05
7. Bozkurt B, Savarese G, Adamsson Eryd S, Bodegård J, Cleland JGF, Khordoc C, et al. Mortality, Outcomes, Costs, and Use of Medicines Following a First Heart Failure Hospitalization: EVOLUTION HF. JACC Heart failure. 2023;11(10):1320-32. doi:10.1016/j.jchf.2023.04.017
8. Baudry G, Pereira O, Duarte K, Ferreira J, Savarese G, Welter A, et al. Risk of readmission and death after hospitalization for worsening heart failure: Role of post-discharge follow-up visits in a real-world study from the Grand Est Region of France. European journal of heart failure. 2024;26(2):342-54. doi:10.1002/ejhf.3103
9. Zahed Nakhjiri L, Darvishpour A, Pourghane P, Gholami Chaboki B. Assessing the Self-care Status in Older Adults Diagnosed with Heart Failure and Hospitalized in the Cardiovascular Intensive Care Units of the Public Hospitals in the East of Guilan, Iran (2020). Iran Journal of Nursing. 2021;34(129):67-81. doi:10.29252/ijn.34.129.67. [Persian].
10. Mai Ba H, Son YJ, Lee K, Kim BH. Transitional Care Interventions for Patients with Heart Failure: An Integrative Review. International journal of environmental research and public health. 2020;17(8). doi:10.3390/ijerph17082925
11. Heo M, Taaffe K, Ghadshi A, Teague LD, Watts J, Lopes SS, et al. Effectiveness of Transitional Care Program among High-Risk Discharged Patients: A Quasi-Experimental Study on Saving Costs, Post-Discharge Readmissions and Emergency Department Visits. International journal of environmental research and public health. 2023;20(23). doi:10.3390/ijerph20237136
12. Facchinetti G, D'Angelo D, Piredda M, Petitti T, Matarese M, Oliveti A, et al. Continuity of care interventions for preventing hospital readmission of older people with chronic diseases: A meta-analysis. International journal of nursing studies. 2020;101:103396. doi:10.1016/j.ijnurstu.2019.103396
13. Van Spall HGC, Rahman T, Mytton O, Ramasundarahettige C, Ibrahim Q, Kabali C, et al. Comparative effectiveness of transitional care services in patients discharged from the hospital with heart failure: a systematic review and network meta-analysis. European journal of heart failure. 2017;19(11):1427-43. doi:10.1002/ejhf.765
14. McDonagh TA, Metra M, Adamo M, Gardner RS, Baumbach A, Böhm M, et al. 2021 ESC Guidelines for the diagnosis and treatment of acute and chronic heart failure. European heart journal. 2021;42(36):3599-726. doi:10.1093/eurheartj/ehab368
15. Brignardello-Petersen R, Carrasco-Labra A, Guyatt GH. How to Interpret and Use a Clinical Practice Guideline or Recommendation: Users' Guides to the Medical Literature. Jama. 2021;326(15):1516-23. doi:10.1001/jama.2021.15319
16. Maaløe N, Ørtved AMR, Sørensen JB, Sequeira Dmello B, van den Akker T, Kujabi ML, et al. The injustice of unfit clinical practice guidelines in low-resource realities. The Lancet Global health. 2021;9(6):e875-e9. doi:10.1016/s2214-109x(21)00059-0
17. Irajpour A, Maleki F, Shati M, Najafii MR. Home health care of Iranian elderly with dementia: Study protocol for guideline adaptation. Journal of education and health promotion. 2023;12:8. doi:10.4103/jehp.jehp_1706_21
18. Keshvari M, Yazdan Nik A, Khorvash F, Zainli Hosseinabadi A. Localization of clinical guidelines for pressure ulcer prevention in hospitalized elderly people: Tool localization study protocol. Education and Ethics in Nursing. 2024;13:20-9. doi:10.22034/ethic.2024.2034552.1080. [Persian].
19. Shafiee Z, Ghahari M, Hosseini M, Rezaee M, Rassafiani M. Localization of occupational therapy clinical practice guideline to improve the upper extremity function in patients with stroke: an integrative review and expert panel. The Scientific Journal of Rehabilitation Medicine. 2015;4(3):166-80. doi:10.22037/jrm.2015.1100161. [Persian].
20. Keshvari M, Safiri S, Karimi T, Hashemi M, S. Localization of clinical guidelines for home care of elderly patients with stroke: A Study Protocol. Education and Ethics in Nursing. 2025;13:173-83. doi:10.22034/ethic.2025.2043957.1137. [Persian].
21. Dehbozorgi R, Fereidooni-Moghadam M, Shahriari M, Moghimi-Sarani E. How can healthcare providers involve with families in the care of patients with chronic mental illness? A mixed methods protocol study to adapt the clinical practice guideline. Journal of education and health promotion. 2023;12(1):424. doi:10.4103/jehp.jehp_1292_22
22. Gorgani F, Naderian M, Khatibzadeh S, Amin A, Farzi Y, Beyranvand MR, et al. Healthcare performance for patients with heart failure in Iran: addressing the tip of the iceberg. BMC health services research. 2024;24(1):1317. doi:10.1186/s12913-024-11699-1
23. Darabi F, Ziapour A, Mohamadkhah F, Malekian S, Salimi Y, Janjani P, et al. Factors Related to Self-Care Behaviors' in Chronic Heart Failure Patients: A Cross-Sectional Study in Western Iran. American journal of health promotion. 2025;39(7):1016-26. doi:10.1177/08901171251330513
24. Moradi-Joo M, Olyaeemanesh A, Akbari-Sari A, Rayegani SM. Adaptation Frameworks for Clinical Guidelines and Proposing a Framework for Iran: A Review and Comparative Study. Medical journal of the Islamic Republic of Iran. 2022;36(10):10. doi:10.47176/mjiri.36.10
25. Guyatt G, Oxman AD, Akl EA, Kunz R, Vist G, Brozek J, et al. GRADE guidelines: 1. Introduction—GRADE evidence profiles and summary of findings tables. Journal of Clinical Epidemiology. 2011;64(4):383-94. doi:10.1016/j.jclinepi.2010.04.026
26. Brouwers MC, Graham ID, Hanna SE, Cameron DA, Browman GP. The ADAPTE Process: Resource Toolkit for Guideline Adaptation. Hamilton (ON): Guideline International Network; 2009. 421 p.
27. Brouwers MC, Kho ME, Browman GP, Burgers JS, Cluzeau F, Feder G, et al. AGREE II: advancing guideline development, reporting and evaluation in health care. CMAJ : Canadian Medical Association journal = journal de l'Association medicale canadienne. 2010;182(18):E839-42. doi:10.1503/cmaj.090449
28. Moberg J, Oxman AD, Rosenbaum S, Schünemann HJ, Guyatt G, Flottorp S, et al. The GRADE Evidence to Decision (EtD) framework for health system and public health decisions. Health research policy and systems. 2018;16(1):45. doi:10.1186/s12961-018-0320-2
29. Fitch K, Santa M. The RAND/UCLA Appropriateness Method User's Manual. Santa Monica (CA): RAND; 2001.
30. Atkins L, Francis J, Islam R, O'Connor D, Patey A, Ivers N, et al. A guide to using the Theoretical Domains Framework of behaviour change to investigate implementation problems. Implementation Science. 2017;12(1):77. doi:10.1186/s13012-017-0605-9
31. Cane J, O’Connor D, Michie S. Validation of the theoretical domains framework for use in behaviour change and implementation research. Implementation Science. 2012;7(1):37. doi:10.1186/1748-5908-7-37
32. Correa VC, Lugo-Agudelo LH, Aguirre-Acevedo DC, Contreras JAP, Borrero AMP, Patiño-Lugo DF, et al. Individual, health system, and contextual barriers and facilitators for the implementation of clinical practice guidelines: a systematic metareview. Health research policy and systems. 2020;18(1):74. doi:10.1186/s12961-020-00588-8
33. Zhou P, Chen L, Wu Z, Wang E, Yan Y, Guan X, et al. The barriers and facilitators for the implementation of clinical practice guidelines in healthcare: an umbrella review of qualitative and quantitative literature. J Clin Epidemiol. 2023;162:169-81. doi:10.1016/j.jclinepi.2023.08.017
34. DeJong C, Durstenfeld MS, Davis JD, Wang CS, Riley ED, Huffman MD, et al. Delivering guideline-directed medical therapy for heart failure with reduced ejection fraction as an over-encapsulated polypill: rationale and protocol for the COMBO-HF-X pilot crossover randomised clinical trial. BMJ open. 2025;15(3):e093663. doi:10.1136/bmjopen-2024-093663
35. Chai K, Luo Y, Zhang M, Liu Y, Li Y, Cheng Y, et al. Effects of empagliflozin on cardiac structure, function and biomarkers in patients with heart failure with preserved ejection fraction: study protocol for a randomised, placebo-controlled prospective trial. BMJ open. 2023;13(8):e070766. doi:10.1136/bmjopen-2022-070766
36. Yan CL, Snipelisky D, Velez M, Baran D, Estep JD, Bauerlein EJ, et al. Protocol-driven approach to guideline-directed medical therapy optimization for heart failure: A real-world application to recovery. American heart journal plus : cardiology research and practice. 2024;45:100438. doi:10.1016/j.ahjo.2024.100438
37. Azizzadeh M, Babaie J, Janati A, Hajebrahimi S. Solutions of clinical guideline implementation in Iran: A qualitative study. Journal of education and health promotion. 2025;14(199). doi:10.4103/jehp.jehp_1648_23
38. Li Y, Fang J, Li M, Luo B. Effect of nurse-led hospital-to-home transitional care interventions on mortality and psychosocial outcomes in adults with heart failure: a meta-analysis. European Journal of Cardiovascular Nursing. 2022;21(4):307-17. doi:10.1093/eurjcn/zvab105
39. Chi SY, Soh KL, Raman RA, Ong SL, Soh KG. Nurses' knowledge of heart failure self-care education: A systematic review. Nursing in critical care. 2022;27(2):172-86. doi:10.1111/nicc.12758
40. Alodhialah AM, Almutairi AA, Almutairi M. Ethical and Legal Challenges in Caring for Older Adults with Multimorbidities: Best Practices for Nurses. Healthcare (Basel). 2024;12(16). doi:10.3390/healthcare12161585
41. Zhu J, Shi K, Yang C, Niu Y, Zeng Y, Zhang N, et al. Ethical issues of smart home-based elderly care: A scoping review. Journal of nursing management. 2022;30(8):3686-99. doi:10.1111/jonm.13521
42. Tran HH, Thu A, Brilhante M, Twayana AR, Fuertes A, Gonzalez M, et al. Evidence-Based Quality Improvement Strategies to Reduce 30-Day Readmission Rates in Heart Failure Patients. Cardiology in review. 2025. doi:10.1097/CRD.0000000000001039
43. Pereira VC, Silva SN, Carvalho VKS, Zanghelini F, Barreto JOM. Strategies for the implementation of clinical practice guidelines in public health: an overview of systematic reviews. Health research policy and systems. 2022;20(1):13. doi:10.1186/s12961-022-00815-4
44. Busse R, Klazinga N, Panteli D. Clinical Practice Guidelines as a quality strategy. In: Panteli D, Legido-Quigley H, Reichebner C, editors. Improving healthcare quality in Europe: Characteristics, effectiveness and implementation of different strategies. 53. Copenhagen (Denmark): European Observatory on Health Systems and Policies; 2019.
45. Goodyear MD, Krleza-Jeric K, Lemmens T. The Declaration of Helsinki. BMJ (Clinical research ed). 2007;335(7621):624-5. doi:10.1136/bmj.39339.610000.BE