This toolkit was created as part of the MCNAIR study. It is intended to be used to help cardiac rehabilitation programs deliver virtual, remote, and hybrid cardiac rehabilitation.
| Tool | What it is | How to use it |
|---|---|---|
| Patient Journey | Description of a patient journey through a telehealth cardiac rehabilitation (CR) program | CR staff uses as a guide for implementing program. Could also be adapted to show patient to explain program |
| Cardiac Rehab Referral Script | A 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 Assessment | A tool for evaluating mobile applications used to assist patients participating in telehealth CR | CR staff uses to evaluate potential technology tools |
| Initial Visit Script | A script for evaluating patient resources and needs for participating in telehealth CR | CR staff goes through with patient at intake (or first telehealth visit) variation |
| Home Exercise Program | A 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 variation 1 variation 2 |
| Safety Plan | A 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 variation 1 variation 2 |
| Mobile App Training | A template for task-based training of a mobile application for CR | CR staff leads patient through mobile app training at intake (or first telehealth visit) |
| Tech Tips | Technology tips for providers and patients | Patients and providers use these tips to help get started with telehealth visits |
| Weekly Individual Telehealth Script | A script for a weekly individual telehealth CR session | CR staff goes through with patient at weekly telehealth visits variation |
| Group Telehealth Consent | An informed consent for honoring patient privacy in a group telehealth setting | Patient completes prior to first group telehealth visit |
| Group Telehealth Visit Script | A script for a group telehealth CR session | CR staff goes through with patients at group telehealth visits variation |
| Graduation Report | A description of a home exercise program and report of patient outcomes before and after CR | CR staff and patient fill out at graduation, patient keeps at home variation |
| Graduation Certificate | A certificate to be given the patient at graduation from CR | CR staff gives to patient at graduation, patient keeps at home |
| EHR Note Templates | A series of EHR note templates for CR staff to adapt | CR staff use this to report telehealth sessions in the patient’s EHR |
Recruitment Video Examples
- UCSF CR Recruitment Video
- MCNAIR Study Recruitment Video (English)
- MCNAIR Study Recruitment Video (Spanish)

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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.