Cardiac Rehab Toolkit

Resources to help implement telehealth cardiac rehabilitation

Tool links to a template. Site Variations links to examples of how various sites adapted the template.

ToolWhat it isHow to use itSite Variations
Patient JourneyDescription of a patient journey through a telehealth cardiac rehabilitation (CR) programCR staff uses as a guide for implementing program. Could also be adapted to show patient to explain program 
Cardiac Rehab Referral ScriptA script for providers to discuss the benefits of joining CR with patients.Provider uses as a reference when introducing and discussing CR with their patients. 
Technology Tool AssessmentA tool for evaluating mobile applications used to assist patients participating in telehealth CRCR staff uses to evaluate potential technology tools 
Initial Visit ScriptA script for evaluating patient resources and needs for participating in telehealth CRCR staff goes through with patient at intake (or first telehealth visit)Johns Hopkins
Home Exercise ProgramA description of the type, intensity, duration, and frequency of home exercise for a CR participant

CR staff and patient fill out at intake (or first telehealth visit), patient keeps at home. 

 Note: some sites combine with Safety Plan

UCSF

U of Mich

Safety PlanA document describing the safety plan for a patient participating in telehealth CR

CR staff and patient fill out at intake (or first telehealth visit), patient keeps at home

 Note: some sites combine with Home Exercise Program

U of Mich

Johns Hopkins

Mobile App TrainingA template for task-based training of a mobile application for CRCR staff leads patient through mobile app training at intake (or first telehealth visit)

UCSF/U of Mich (Chanl)

Johns Hopkins (Corrie, iOS)

Johns Hopkins (Corrie, Android)

Pitt (ROMTech)

Tech TipsTechnology tips for providers and patientsPatients and providers use these tips to help get started with telehealth visits 
Weekly Individual Telehealth ScriptA script for a weekly individual telehealth CR sessionCR staff goes through with patient at weekly telehealth visits

U of Mich

Johns Hopkins

Group Telehealth ConsentAn informed consent for honoring patient privacy in a group telehealth settingPatient completes prior to first group telehealth visit 
Group Telehealth Visit ScriptA script for a group telehealth CR sessionCR staff goes through with patients at group telehealth visitsJohns Hopkins
Graduation ReportA description of a home exercise program and report of patient outcomes before and after CRCR staff and patient fill out at graduation, patient keeps at homeUCSF
Graduation CertificateA certificate to be given the patient at graduation from CRCR staff gives to patient at graduation, patient keeps at home 
EHR Note TemplatesA series of EHR note templates for CR staff to adapt.CR staff use this to report telehealth sessions in the patient's EHR. 
Videos  

UCSF CR Recruitment Video

Study Recruitment Video (English)

Study Recruitment Video (Spanish)

Creative Commons License
The above work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License. Please attribute the MCNAIR Study. 

The authors assume no responsibility or liability for any errors or omissions in the content of this site. The information contained in this site is provided on an "as is" basis with no guarantees of completeness, accuracy, usefulness or timeliness. These documents are for educational purposes only. 

This work was (partially) supported through a Patient-Centered Outcomes Research Institute (PCORI) Award (IHS-2021C3-24147). All statements in this work, including its findings and conclusions, are solely those of the authors and do not necessarily represent the views of the Patient-Centered Outcomes Research Institute (PCORI), its Board of Governors or Methodology Committee.

Links to Other Resources

References

  • A Review of the Design and Implementation of a Hybrid Cardiac Rehabilitation Program: AN EXPANDING OPPORTUNITY FOR OPTIMIZING CARDIOVASCULAR CARE. J Cardiopulm Rehabil Prev. 2022 01 01; 42(1):1-9. Keteyian SJ, Ades PA, Beatty AL, Gavic-Ott A, Hines S, Lui K, Schopfer DW, Thomas RJ, Sperling LS, Keteyian SJ. PMID: 34433760. View in: PubMed
  • Home-Based Cardiac Rehabilitation: A SCIENTIFIC STATEMENT FROM THE AMERICAN ASSOCIATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION, THE AMERICAN HEART ASSOCIATION, AND THE AMERICAN COLLEGE OF CARDIOLOGY. J Cardiopulm Rehabil Prev. 2019 07; 39(4):208-225. Thomas RJ, Beatty AL, Beckie TM, Brewer LC, Brown TM, Forman DE, Franklin BA, Keteyian SJ, Kitzman DW, Regensteiner JG, Sanderson BK, Whooley MA. PMID: 31082934; PMCID: PMC7530797.