What template or approach should a Family Nurse Practitioner (FNP) use when interviewing patients in a rehabilitation setting, particularly when transitioning from interventional cardiology?

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Last updated: September 27, 2025View editorial policy

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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

  1. Failing to coordinate with the interdisciplinary team - Ensure regular communication with all team members 1
  2. Overlooking depression screening - Depression significantly impacts cardiac outcomes 1
  3. Delaying discharge planning - Begin planning early in the rehabilitation process 2
  4. Neglecting patient-centered care - Incorporate patient preferences and goals into the rehabilitation plan 3, 4
  5. 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.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Discharge Planning in Healthcare Settings

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

A patient-centered care ethics analysis model for rehabilitation.

American journal of physical medicine & rehabilitation, 2013

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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