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for patients with stable angina pectoris, chronic arrhythmias, congestive heart failure, valvular heart disease, or other heart disorders. A nearly universal, central component of cardiac rehabilitation is a prescribed
regimen of physical exercise, primarily intended to improve functional work capacity and secondarily intended to increase the patient's confidence and wellbeing. Other interventions may include psychological
counselitig, dietary instruction for weight control,
blood lipid reduction, or both, vocational counseling,
and group support meetings. Intensity and duration of
exercise vary considerably among programs, and endpoints are widely disparate. Because the goals of rehabihtation can be exceedingly broad and open-ended, -A
critical review of the published articles on the benefits
and risks of cardiac rehabilitation services is needed to
define pohcies for selection of participants, and for
duration, frequency, and content of programs. This
review is organized according to disease categories
with primary emphasis on the role of cardiac rehabilitation after myocardial infarction. Program goals and
components are examined individually.
2. Methods
they
evipubpases
Table 1. Effects of Supervised Exercise Programs Shortly after Myocardial Infarction on Physical Work Capacity in
Controlled Studies (4-11)
Study (Reference)
Patients
Work Capacity
afler Program
P Value
28
30
Nol significant
61
34
6.5METS-(3)
6.0METS'{3)
Not significant
Not statedt
17.5 min
13.0 min
607 180
Nol significant
i5I
152
23
30
114
88
P Value
Program
Lenglh
< 0.05
8 wk
< 0.001
8 wk
"Significant"
.1 mo
0.01
8wk
596 162
kpm/min (3)
'"20% increase in
cycle time from 3
mo-12 mo"
"No change in cycle
lime, 3-12 mo"
9 mo
lyr
37
Low-intensity exercise
42
84
83
Not significant
< 0.001
8-9 wk
tl L/min (8)
U L/min (8)
Not significant
15 L/min
12 L/min
'Significant'"
4 mo
93
iOO
A MET is a multiple of the resting energy expenditure; 1 = 3.5 mL O^/kg body weight
t Cycling.
X kpm/min = kiiopond meters/minute (kilogram-weight meter/minute).
BicyclingII Men only.
Cardiac Rehabilitation
651
Light
3-5 METS
11-18 mL/kgmin
4-6 kcal
Moderate
5-7 METS
18-25 mL/kg mm
6-8 kcal
Heavy
7-9 METS
25-32 niL/kg min
8-10 kcal
Very heavy
> 9 METS
> 32 mL/kg.min
> 10 kcal
Seif-Care or Home
Washing, .shaving, dressing
Desk work, writmg
Washing dishes
Driving auto
Oceupalional
Recreational
Physiciil Condilioning
Sitiing (clerical.
assembly)
Standing (slore flerk,
bartender)
Driving truck
Operating era tie
Shulfleboard
Horseshoes
Bait casting
Billiards
Archery
Golf (cart)
Walking (2 niph)
Slatioiiary bicycle
(very low rcsisiancel
Cleaning windows
Raking leaves
Weeding
Power lawn mowing
Waxing floors (slowly)
Painting
Carrying objects (15-31) Ib)
Slocking shelves
(light objects)
Light welding
Light carpentry
Machine assembly
Auto repair
Paper banging
Dancing (social
and square)
Golf (walking)
Sailing
Horseback riding
Volleyball (6 man)
Tennis (doubles)
Carpentry (exterior
home building)
Shoveling dirt
Using pneumatic lools
Baciniinion
(competiiive)
Tennis (singles)
Snow skiing (downhill)
Light backpacking
liaskeibal!
Football
Skating (ice atid roller)
Horseback riding (gallop |
Sawing wood
Heavy shoveling
Climbing stairs (moderate speed)
Carrying objects (60-90 Ib)
Tending furnace
Digging ditches
Pick and sliovel
Canoeing
Mountaiti climbing
Fencing
Paddleball
Touch football
Jog (5 mph)
Swim (crawl stroke)
Rowing machine
Heavy calisthenics
Bicycling (12 mph)
Lumberjack
Heavy laborer
Handball
Squash
Ski touring over hills
Vigorous bnsketbali
cise treatments such as counseling and risk factor reduction, time of enrollment after infarction, and exercise testing protocols used to assess changes in work
capacity. However, in Table 1, one notes striking similarities in work capacity outcomes among studies. In
every study reported, functional capacity improved
from prerandomization to posttherapy in all patient
groupswhether randomly assigned to special care or
usual care. In all studies, the exercise group had a
greater functional capacity after the intervention than
the control group. Although the differences are statistically significant, the magnitudes of the differences reported are relatively small (averaging 20% to 25%).
Table 2 lists the approximate energy requirements
of some selected self-care, occupational, recreational,
and physical conditioning activities. As noted, 10 or
more METS represent a very heavy workload, equivalent to demanding activities at home (for example,
shoveling snow) or at work (heavy labor). A workload of 7 to 9 METS is rated as heavy and translates
into activities such as sawing wood, carrying moderately heavy objects (60 to 90 ib), digging ditches,
climbing mountains, or jogging. Studies such as those
by DeBusk and associates (4) indicated that the average uncomplicated patient after myocardial infarction
may achieve a maximum capacity of 9 METS even
without participation in a formal exercise program.
Assuming that patients with cardiac disease should
c. Patients with cardiac disease with significant limitation of maximal work capacity, for example, less
than 7 METS soon after infarction, may expect to
achieve meaningful improvement in work capacity by
participating in an exercise training program. The
15% to 25% greater improvement in work capacity
that may be expected to occur in an exercise program
is likely to be of greatest clinical benefit in such patients.
d. It is clear from the above conclusions that enrollment in cardiac rehabilitation should be based on
demonstration of a significant reduction in physical
work capacity before the initiation of exercise training.
Every candidate for cardiac rehabilitation should have
the following two assessments before enrollment: an
estimate of physical demands for bis or her expected
occupational and recreational activities after recovery
from the myocardial infarction, and an exercise test to
determine current physical work capacity (a measured
work capacity of 9 METS or greater should generally
preclude the need for supervised rehabilitation).
3.2 Changes in Psychosocial Function
Patients with cardiac disease commonly suffer significant psychological, vocational, and social disabilities.
Fifteen percent of patients do not return to work after
myocardial infarction, many of whom seem physically
capable of resuming employment (2). The economic
costs of myocardial infarction are estimated to be as high
as 30 billion dollars yearly, primarily due to vocational
disability. Family disruptions are also common (15).
Studies of the effects of cardiac rehabilitation on
psychosocial function have had inconsistent results.
The ideal study of psychosocial status would compare
outcomes in patients randomly assigned either to a
cardiac rehabilitation program or to a usual care condition. However, many of the enthusiastic reports of
the effect of exercise on psychosocial status outcomes
were not designed in this way. Positive outcomes in
most studies may, therefore, be difficult to interpret
(Table 3).
We identified only two studies in which a randomized, controlled design was used, the intervention was
thoroughly described, and the outcome quantified in
an objective manner. Stern and Cleary (23) reported
results from the National Exercise and Heart Disease
Project. Men, aged 30 to 64, who had had at least one
myocardial infarction 8 weeks to 36 months earlier
comprised the study pool. Patients were thus more
heterogeneous in length of time after myocardia! infarction than is typical of many cardiac rehabilitation
programs. Before randomization, all candidates participated in 6 weeks of low-level exercise in which they
performed at or less than 72% of age-predicted heart
rate in a program designed to help exclude the probable nonadherers. After the prerandomization phase,
subjects who attended most of the sessions were randomly assigned to a supervised exercise program three
times per week or to a control group status (that is,
they were not assigned to a supervised exercise program). Only 48% of exercise-assigned subjects were
Cardiac Rehabilitation
653
Table 3. Examples af Study or Design Problems in Psychosocial Outcome and Cardiac Exercise Programs after Myocardial
Infarction (16-22)
Study (Reference)
Raineri et al. (16)
Kavanagh et al. (17)
Design
Exercise compared with usual care;
nonrandomized
44 depressed patietits 16-18 tno after
myocardial infarction; Minnesota
Multiphasic Personality Inventory
adtninistered before and after exercise
rehabilitation program
46 patients referred for cardiac
rehabilitation; 26 exercisers compared Io
20 dropouts
Randomized design-intervention; very lowintensity and poorly described in two
separate reports
Randomly assigned to multidisciplinary
counseling and exercise program
compared with usual eare
Compared exercise adherers to exercise
program dropouis before randomization
period of National Exereise and Hearl
Disease Project
still attending more than 50% of their scheduled sessions at 18 months after randomization, whereas 30%
of control subjects reported exercising regularly on
their own initiative. Baseline psychosocial measurements were similar between assigned groups, and no
differences were noted between the groups on various
psychosocial scales at the 6-month, 1-year, and 2-year
follow-up examinations. (All patients in both groups
were included in the follow-up, including dropouts
from exercise.) A modest increase in sexual activity by
the exercise group was found only at the 6-month test
period.
A second well-designed study was that of Erdman
and associates (24). Sixty-four patients were randomly assigned either to a hospital-based multidisciplinary
cardiac rehabilitation program (including supervised
exercise training plus teaching and counseling) or to a
physician-encouraged home exercise program. Outcome measures were assessed 3 months and 6 months
later. No significant difference was reported between
groups in return-to-work rate. Patients in the supervised program scored better on a scale measuring social inadequacy, but no other changes in psychological
measurements were statistically significant. A greater
number of group participants reported having stopped
smoking. Despite the excellent study design, the number of patients was small and size of effects that was
noted was unimpressive.
Conclusions
a. Anecdotal reports and uncontrolled studies frequently describe substantial improvements in psychological well-being in relation to cardiac exercise programs. However, in the few randomized, controlled
studies reported, the effect of exercise on psychological
well-being has been unimpressive.
654
Summary
b. On the basis of available reports, an expected improvement in psychosocial well-being cannot justify
enrollment in cardiac exercise rehabilitation after
myocardial infarction.
c. Additional studies of this important aspect of
care after myocardial infarction are clearly indicated.
chological factors to coronary heart disease, coronaryprone behavior, home problems, and return to work.
Only 44 patients were randomized; 77% attended four
or more sessions. Follow-up began at 18 months and
continued for 3 to 4 years. Differences between the
groups were nonsignificant in virtually every dimension studied, including depression, anxiety, sexual
function, coronary disease knowledge, and change in
coronary risk factors. Medical outcomes were better in
the patients who had group therapy, but the number
of events was small and no significant differences were
found.
Conclusions
a. In some randomized, controlled studies, special
teaching or counseHng programs have produced modest improvements in psychosocial outcome compared
to usual care after myocardia! infarction. Other studies, however, have shown no benefit. The evidence that
teaching, counseling, or both, are helpful in cardiac
programs after infarction is not conclusive.
b. No significant improvement has been reported in
occupational status in well-designed assessments of
cardiac rehabilitation.
c. On the basis of reports, it is not justified to recommend special programs of cardiac education, teaching, or psychological support and counsehngover
and above usual supportive careas a routine measure after myocardial infarction. Certain patients, on a
selective basis, may require special teaching or counseling in addition to routine care based on psychological distress or special knowledge deficits.
3.4 Reduction of Morbidity and Mortality Secondary
to Cardiac Rehabilitation
An important question-^whether cardiac rehabilitation services can increase survival, particularly after
myocardial infarctionhas been difficult to answer
definitively for various reasons. First, and perhaps
most importantly, most studies have focused intervention efforts predominantly on low-risk patients. Because event rates in the control groups are quite low, if
the mortality benefit of intervention is relatively small,
as it has been in those studies showing such a trend, a
very large sample size is necessary to achieve statistical significance. For example, the annual mortality
rate in control group patients in two North American
studies has been approximately 2%. A 25% change in
this event rate over a 5-year period would require participation by nearly 4000 subjects to be statistically
significant, a number far greater than any study reported thus far. Of the eight major randomized trials
of exercise and cardiac rehabilitation after myocardial
infarction (6, 8, 10, 11. 29, 30-32), none showed a
statistically significant difference between treatment
and control groups in total mortality, and only one
reported a significant difference (a reduction) in cardiac mortality (31).
Table 4 sumtnarizes the principal characteristics of
the controlled and randomized trials that have reported
morbidity and mortality results. Most of these controlled
Cardiac Rehabilitation
655
Table 4. Main Features of Controlled. Randomized Trials Asses,sing Morhtclity or Mortality after Myocardial Itifarction in
Cardiac Rehabilitation Programs
SI iKiy
(Reference)
Patients
Randomly
Assigned
303
RechnilztT
etol, (20)
733
Shaw
el al. (.^0)
65 I
Willidi TISCU
cl al. ( 8 )
315
Kallio
et a!. ( 3 1 )
375
Marni
etal ( 1 0 )
167
Rt'msin
ct al. ( I D
193
Vermeulen
el al. (32)
i^H
Ken I a la
et al. (33)
2*38
Palaisi
er al. (34)
380
P Value
Mortality Rales
Rehabilitation Cnntrnl
PatJenIs
PjlienCs
CaiiiJac Morbidity
(Nonfatal Myocardrai
hifaraion)
Rehabilitation
Patients
P Value
Conirol
21( 14)
NS'
I 1(7,3)
l l ) ( 6 6)
NS
15(4,0)
13(3.7)
NSt
3'V( 10.31
}}{<>.i)
NS
15(4.6)
2417.3)
NS
i?(4.6)
1 U3 3)
28(17.7)
35(22.3)
NS
25(15.H)
28(17.8)
41(2!,S)
56(24.9)
< 0.10
34(1S.1)
21(11,2)
6(7.4)
5(6.3)
NS
27(5 B
per yr)
NS
5(tS.Rl
NS
16(,1.6
peryr)
2(4,3)
5(0-1)
I6(.3.<)pcr
yrl
2(4.3)
')(i 1,2)
NS
NS
,- O.iO
NS
23(4,9
pcryil
NS
4(7,S)
NS
* NS = not significani,
+ Cardiac mortality only.
656
patients with coronary disease, but showed a significant increase in stroke volume in patients who continued to train for 12 months or longer. No change in
stroke volume occurred in controls. A very well-designed experiment by Froelicher and coworkers (47)
studied changes in cardiac function and perfusion in
an exercise training program that lasted over 1 year in
a mixed population of patients with coronary disease,
one third of whom had had a recent myocardial
infarction. One hundred forty-six volunteers were randomly assigned either to a long-term program of supervised exercise or to usual care. Significant differences between the two groups were seen not only for
improved aerobic exercise capacity in the conditioned
group but also for thallium ischemia scores and ventricular function as measured by radionuclide ventriculography in patients without angina (47). The differences between exercise patients and controls were
relatively modest and did not occur in patients with
angina. A later report from the same research group,
using computer-analyzed thallium-201 circumferential
count profiles in 56 of the 146 patients described
above, showed strong evidence of improved cardiac
perfusion, apparently resulting from prolonged exercise training (48).
Ehsani and colleagues have produced substantial evidence over the past 10 years that, in addition to peripheral adaptations, long-term exercise training of
progressively increasing duration, frequency, and intensity can cause adaptations suggestive of improvement in myocardial ischemia and left ventricular function. For example, Ehsani and associates (49) showed
that a 12-month program of progressive and intense
exercise training resulted in less ST-segment depression at the same rate-pressure product in a group of
ten patients with coronary disease, nine of whom had
recently had a myocardial infarction. Other studies
from the same research group have shown that a similar 12-month exercise training period can result in
higher stroke volume and stroke work at comparable
heart rate and peripheral vascular resistance (50).
Other reports also showed an increase in ejection fraction from rest to exercise in patients with coronary
disease, after training (51), suggesting that endurance
training can improve left ventricular contractile function in certain highly motivated and selected patients
with coronary disease. The improvement in contractile
function seemed to reflect a reduction in the severity
of myocardial ischemia (51). The investigators suggested that their results, showing improvement in contractile status following exercise, conflict with earlier
reports because of lack of a sufficient training stimulus
in previous studies rather than differences in patient
populations.
Conclusions
a. Short-term exercise conditioning (6 months or
less) in patients with coronary disease has not been
found to improve myocardial performance or perfusion. Thus, a cardiac rehabilitation program of typical
duration is not likely to result in improved cardiac
function in itself.
Cardiac Rehabilitation
657
Trial Features
Kallioetal. (31)
Marraetal. (10)
exercise testing or an above average exercise performance. Because these factors need not be managed by
continuous ECG monitoring, the authors suggested
using individual patient counseling regarding risks, as
well as supervision, instead of routine telemetry (55).
In contrast to the conclusion of Hossack and Hartwig, others have advocated the use of continuous ECG
monitoring on a routine basis in exercise programs
because neither entry exercise testing (59, 60) nor
Holter monitoring (61) is a good predictor of exercise-induced arrhythmias or ischemic ECG changes
that occur during cardiac exercise programs. Several
reports suggested that telemetry in cardiac rehabilitation revealed unexpected abnormalities leading to adjustments in medication or exercise prescription before
continuation of the exercise program (58, 59, 62, 63).
In assessing these conclusions, one notes that the complexity or severity of the ECG abnormalities detected
ranged from life-threatening but uncommon (for example, ventricular tachycardia) to possibly unimportant yet very common (for example, exercise-induced
premature ventricular depolarizations). Since entirely
normal persons can experience ventricular ectopic activity daily (64), the importance of detecting ventricular ectopic activity in cardiac rehabilitation programs
is uncertain. No study has been done in which patients
were randomly assigned either to a supervised (but
nontelemetered) program or to a program using both
supervision and telemetry. Because the complication
rates in cardiac rehabilitation seem low, a prohibitively large study would be required in order to detect a
reduction in complication rates attributable to telemetry monitoring.
Conclusions
a. The longer one performs ECG monitoring in the
patient with cardiac disease the greater the likelihood
of detecting some abnormality including ventricular
ectopy and silent ischemic changes (60, 61). Whether
these ECG abnormalities are clinically meaningful in
cardiac rehabilitation settings requires further study.
b. On the basis of small numbers of cases (55), certain patients may be at greater risk for a serious cardiac event during exercise sessions, including patients
with ischemic ECG changes on exercise testing or serious underlying cardiac disease (65), or those who exceed the heart rate limits of their exercise prescription
(55). Such relatively unusual patients are logical candidates for more intensive monitoring than the average
patient with coronary disease in exercise rehabilitation.
c. The role of graduated telemetry monitoring, that
is, initial continuous monitoring followed by a progression to intermittent monitoring, requires further
study, in particular, determining the predictive capacity of data derived early in the patient's exercise course
of serious arrhythmia or unexpected ischemia later in
the patient's course.
d. Little evidence currently substantiates the need
for continuous ECG monitoring during exercise in all
patients with cardiac disease. Although telemetry
Conclusion
Based on the infrequency of reports of adverse events,
as well as the low rates of complications noted in several large surveys, supervised cardiac exercise programs appear to be safe for the average patient following infarction. Additional information about the types
of patients at greatest risk for exercise-related complications would be useful to help stratify patients requiring more prolonged or intensive m,onitoring.
Cardiac Rehabilitation
659
monitoring intuitively seems useful, its vaiue over supervision alone remains to be proved in an appropriately designed and controlled experimental study. In
the absence of valid empirical evidence, it is reasonable
to propose limiting telemetry monitoring to high-risk
patients.
Lacking data on which to base decisions regarding
telemetry in cardiac exercise programs, the American
College of Cardiology has suggested guidelines for selective use of electrocardiographic monitoring (66).
Telemetry is advised for patients with any of the following characteristics:
a. severely depressed left ventricular function (ejection fraction under 30%);
b. resting complex ventricular arrhythmia (Lown
type 4 or 5);
c. ventricular arrhythmias appearing or increasing
with exercise;
d. systolic blood pressure decreasing with exercise;
e. previous cardiac arrest;
f. after myocardial infarction complicated by congestive heart failure, cardiogenic shock, or serious
ventricular arrhythmias;
g. severe coronary artery disease and marked exercise-induced ischemia (ST-segment depression
> 2mm);
h. inability to self-monitor heart rate due to physical or intellectual impairment.
The American College of Cardiology (66) recommendation is as follows:
Hardwire or telemetry ECG monitoring is considered a
safety net and has sometimes been prescribed indiscriminately. Probably not more than 20-25% of patients in
rehabilitation programs require ECG monitoring with
the present ability to stratify patients into low, medium
and high risk groups. Data are lacking regarding the
risk of complications or death to the patient in supervised exercise programs with ECG monitoring, as compared to supervised exercise programs without ECG
monitoring. Until further data are available, it is recommended that identifiable high-risk (patients be ECG
monitored as well as supervised.
ing upper body strength, exercises such as those described by Kelemen and associates (69) may be useful. The studies in this area are relatively small and
few in number, and the benefits versus risks of circuit
weight training are not yet conclusive.
Conclusions
a. The standard recommendation of an exercise
training program lasting 8 to 12 weeks, 30 to 60 minutes per session, three to five times per week is based
on studies taken from the exercise physiology literature.
b. Many uncomplicated patients with coronary disease will attain their personal workload goals in less
than 8 to 12 weeks after enrollment in cardiac rehabilitation. A capacity of 9 METS is one suggested exit
criterion (see Section 3.1).
c. A supervised exercise program that exceeds 8 to
12 weeks cannot usually be justified on the basis of an
expected continued improvement in functional capacity. Supervised cardiac rehabilitation beyond the attainment of a plateau in functional capacity must be
justified on the basis of safety requirements or unusual
dependency needs of the individual.
3.10 Home Training Programs
DeBusk and colleagues (70) have shown the feasibility and apparent benefit on functional capacity and
training effect of a home-based exercise program in a
selected group of uncomplicated patients soon after a
myocardial infarction. Transtelephonic ECG monitoring was used as an additional safety measure in these
studies. This approach has only been used so far in
uncomplicated patients with minimal physical work
limitations. Such patients may not require any supervision at all, although there may be some reassurance
value of the transteiephonic monitoring. Too little evidence is available presently to define the role of home
training programs in coronary patients.
4. Other Categories of Patients Who May Benefit
from Cardiac Rehabilitation
4.1 Patients with Angina Pectoris
Redwood and coworkers (71) showed that patients
with stable angina could markedly improve their exercise performance after a 6-week program of intensive
aerobic exercise training. Improved exercise time on a
bicycle ergometer, maximal oxygen consumption, time
to onset of angina, and other measures of clinical improvement were well documented in this study and
have been substantiated in other studies (72). Thus,
aerobic exercise training can be of some value in the
patient with angina. Logically, the patient with angina
can also benefit from antianginal drugs, revascularization procedures, smoking cessation, and other risk factor interventions as well. In this country, exercise
training, despite its documented potential benefit in
patients with stable chronic angina, has not been considered a primary therapeutic method. The literature.
661
662
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