| Date | | | | | |
| Tobacco Use | Complete cessation of tobacco use | □ Never □ Recent (quit less 6 months ago) □ Current | Complete only if current or recent tobacco use □ Individual education and counseling or □ Referral to a tobacco cessation program and □ Health care provider notified | □ Abstaining □ Smoking | Complete only if still smoking □ Individual education and counseling or □ Referral to a tobacco cessation program and □ Health care provider notified |
| Blood Pressure Control | <140/90 mm Hg or <130/80 mm Hg if patient has diabetes or chronic kidney disease | □ Patient with diagnosis of treated or untreated hypertension □ Not hypertensive | Complete only if patient has a diagnosis of hypertension: Education completed: □ Target BP goal □ Medication compliance □ Lifestyle modification | □ Intermittent monitoring of BP during CR | □ Policy in place concerning communication with health care providers, including thresholds for communication |
| Lipid Control | For CVD and CVD equivalents: LDL-C <100 mg/dL if triglycerides are >200 mg/dL, non–HDL-C should be <130 mg/dL | □ Optimal control □ Suboptimal control | Applies to all patients with CVD: Education completed: □ Target lipid goals □ Medication compliance □ Lifestyle modification | Complete only if suboptimal control on initial assessment: □ Patient encouraged to contact health care provider about reassessment of lipid control | □ Policy is in place to communicate with health care providers as needed |
| Physical Activity Habits | 30+ min, minimum 5 d per week | □ Optimal habits □ Suboptimal habits | □ Education completed concerning optimal physical activity habits | □ Optimal habits | Complete only if habits remain suboptimal |
| | | Complete only if habits are suboptimal | □ Suboptimal habits | □ An intervention plan is developed with the patient |
| | | □ Intervention plan developed with the patient | | □ Health care provider notified |
| Weight Management | Body mass index: 18.5 to 24.9 kg/m2 and Waist circumference: men <40 inches women <35 inches | □ At target □ Above target | Applies to all patients □ Education completed concerning target goals, diet, behavior change, regular physical activity or □ Referral to a weight management program and □ Health care provider notified if above target | □ At target □ Above target | Complete only if remains above target □ Additional education completed for target goals, diet, behavior change, exercise or □ Referral to a weight management program and □ Health care provider notified |
| Presence or Absence of DM or IFG (fasting blood glucose 110–125 mg/dL) | HbA1C <7% | □ Diagnosis of DM or IFG present □ Diagnosis of DM or IFG absent | Complete only if diabetes mellitus is present: □ Documentation that patient has attended skill training and medical nutrition therapy session or □ Referral to skill training and medical nutrition therapy session or □ Intervention plan recommended which includes: target goals for HbA1C, medical nutrition counseling, and skill training Complete only if IFG is present: □ Education is completed concerning the importance of weight management and physical activity | Complete only if diabetes mellitus or IFG is present: □ Attendance at appropriate education or skill training session | □ A policy is in place concerning communication with appropriate health care professionals including thresholds for notification |
| Presence or Absence of Depression | Assessment of presence or absence of depression using a valid and reliable screening tool | □ Patient screened for depression □ Patient not screened for depression | Complete only if screening tool indicates possible depression: □ Results discussed with patient and □ Health care provider notified | □ Patient re-screened for depression □ Patient not re-screened for depression | Complete only if screening tool indicates possible depression: □ Results discussed with patient and □ Health care provider notified |
| Exercise Capacity | Assessment of symptom-limited exercise tolerance and development of an individualized exercise prescription | □ Assessment and exercise prescription completed □ Assessment and exercise prescription not completed | □ Exercise prescription communicated to the patient and health care provider | □ Re-assessment and exercise prescription completed □ Re-assessment and exercise prescription not completed | □ Revised exercise prescription communicated to the patient and health care provider |
| Use of Preventive Medications | Adherence to prescribed preventive medications | □ Patient has been prescribed preventive medications by his/her health care provider(s) | □ Individual education and counseling about the importance of adherence to appropriate preventive medications | □ Individual or group education completed | □ Patient is encouraged to discuss questions or concerns about prescribed preventive medications with his/her healthcare providers |
| | | or | | |
| | | □ Group education and counseling about the importance of adherence to appropriate preventive medications | | |