Template for Interviewing Cardiac Rehabilitation Patients for FNPs Transitioning from Interventional Cardiology
A structured, comprehensive assessment template is essential for FNPs transitioning from interventional cardiology to rehabilitation settings to ensure optimal patient outcomes and reduce morbidity and mortality.
Initial Assessment Framework
Medical History Review
- Cardiovascular History
- Primary cardiac diagnosis (MI, CABG, PCI, valve surgery, heart failure, etc.)
- Date of index event/procedure
- Current symptoms (chest pain, dyspnea, fatigue, palpitations)
- Prior cardiac events and procedures
- Complications during hospitalization
- Current cardiac status and functional limitations
Medication Review
- Complete list of current medications with dosages
- Adherence assessment
- Side effects experienced
- Recent medication changes
- Secondary prevention medications (statins, antiplatelets, beta-blockers, ACE-I/ARBs)
Risk Factor Assessment
- Modifiable risk factors:
- Smoking status
- Blood pressure control
- Lipid management
- Diabetes management
- Weight/BMI
- Physical activity level
- Dietary habits
- Stress/psychosocial factors
Functional Assessment
- Current activity level
- Exercise capacity
- Activities of daily living (ADLs) limitations
- Use of assistive devices
- Home environment safety
Rehabilitation-Specific Assessment
Depression Screening
- PHQ-9 or other validated depression screening tool 1
- Assessment of need for mental health referral
- Impact of mood on rehabilitation engagement
Rehabilitation Goals
- Patient's personal goals for rehabilitation
- Understanding of cardiac rehabilitation benefits
- Barriers to participation in rehabilitation
- Support system availability
Educational Needs
- Knowledge of cardiac disease process
- Understanding of risk factor modification
- Medication knowledge
- Recognition of warning signs requiring medical attention
Collaborative Care Planning
Interdisciplinary Team Communication
- Coordinate with rehabilitation team members (physical therapists, occupational therapists, dietitians, etc.)
- Review prior referrals and consultations
- Identify gaps in care coordination 1
Discharge Planning Assessment
- Anticipated length of rehabilitation
- Post-rehabilitation care needs
- Home support requirements
- Follow-up appointment scheduling 2
Documentation Template
Cardiac Rehabilitation Assessment Note
SUBJECTIVE:
- Chief concern/reason for visit:
- Cardiac history summary:
- Current symptoms:
- Medication adherence:
- Exercise/activity level:
- Dietary habits:
- Psychosocial factors:
- Patient goals for rehabilitation:
OBJECTIVE:
- Vital signs: BP, HR, RR, O2 sat, weight
- Cardiovascular exam:
- Pulmonary exam:
- Functional status:
- Depression screening results:
- Recent lab values:
ASSESSMENT:
- Primary cardiac diagnosis:
- Secondary diagnoses:
- Risk factor status:
- Rehabilitation potential:
- Barriers to rehabilitation:
PLAN:
- Medication adjustments:
- Exercise prescription:
- Education needs:
- Referrals needed:
- Follow-up schedule:Implementation Tips
Communication Strategies
- Use a standardized referral process as outlined in cardiac rehabilitation guidelines 1
- Emphasize the importance of cardiac rehabilitation to patients using the suggested script:
"Cardiac rehabilitation has been shown to help people with heart problems live longer and have better life enjoyment than people who do not go to cardiac rehabilitation." 1
Monitoring Progress
- Establish baseline functional measures
- Set specific, measurable goals with timeframes
- Document progress at each visit
- Adjust plan based on patient response
Common Pitfalls to Avoid
- Failing to coordinate with the interdisciplinary team - Ensure regular communication with all team members 1
- Overlooking depression screening - Depression significantly impacts cardiac outcomes 1
- Delaying discharge planning - Begin planning early in the rehabilitation process 2
- Neglecting patient-centered care - Incorporate patient preferences and goals into the rehabilitation plan 3, 4
- Rushing the transition process - Allow adequate time for patient education and understanding 5
Special Considerations
For Patients with Complex Needs
- Assess need for additional support services
- Consider caregiver training needs
- Evaluate home environment safety
- Plan for longer transition periods if needed 6
For Young Adult Patients
- Address unique psychosocial needs
- Ensure appropriate community support
- Focus on long-term independence goals 7
By implementing this structured approach to cardiac rehabilitation assessment, FNPs can effectively transition from interventional cardiology to rehabilitation settings while maintaining high-quality patient care and improving outcomes related to morbidity, mortality, and quality of life.