Assessment

Prior to commencing a telerehabilitation program for pulmonary rehabilitation all participants should undertake a comprehensive assessment. In accordance with the core components of pulmonary rehabilitation as outlined by the American Thoracic Society [ Holland et al 2021], a comprehensive pulmonary rehabilitation assessment is ideally undertaken at a centre/healthcare facility, and includes:

  • Assessment of functional capacity via an exercise test (which may comprise a field exercise test conducted according to standard protocols)
  • Evaluation of quality of life
  • Assessment of dyspnoea
  • Evaluation of nutritional status and occupational status
Figure reproduced from: Holland et al Defining Modern Pulmonary Rehabilitation. An Official American Thoracic Society Workshop Report. Ann Am Thorac Soc. 2021 May;18(5):e12-e29. doi: 10.1513/AnnalsATS.202102-146ST

Detailed information regarding initial pulmonary rehabilitation assessment, including examples of assessment tools can be found here.

How to complete a pulmonary rehabilitation assessment where an in-person visit is not possible?

In recent years, physical distancing and isolation requirements in response to the COVID-19 pandemic impacted on the ability to deliver centre-based pulmonary rehabilitation services and capacity to undertake in-person assessments. While increasing evidence indicates it is possible to deliver effective pulmonary rehabilitation programs directly to people in their own home [Holland et al 2017; Hansen et al 2020; Cox et al 2021; Cox et al 2022], and such programs achieve outcomes similar to traditional centre-based pulmonary rehabilitation programs, clinical trials of telerehabilitation models have still required patients to attend the hospital for an initial assessment.

During the first year of the COVID-19 pandemic, healthcare professionals primarily sought information on how to implement remote pulmonary rehabilitation programs, and specifically how to complete assessments of exercise capacity remotely [unpublished data]. In a survey of 263 healthcare professionals, representing 24 countries, who were invited to complete a survey regarding their experiences of remote pulmonary rehabilitation delivery during the COVID-19 pandemic; conducting an in-person initial assessment and performing a field exercise test were able to be undertaken by not more than 5% of respondents [Cox & Holland 2022].

Home-based and remote exercise tests for people with chronic respiratory disease

A recent review [Holland et al 2020] evaluated:

  1. Which functional exercise tests have been conducted in the home setting in people with chronic lung disease?
  2. Which functional exercise tests have been conducted remotely in people with chronic lung disease?
  3. What are the clinimetric properties of tests that have been conducted at home or remotely?
  4. Can these functional exercise tests be used to assess safety and prescribe exercise intensity, either in-person or remotely?

The review found that sit-to-stand, step and time-up-and-go tests:

  • can be performed in the home, with in-person supervision
  • remote supervision may be possible in selected patients, but few data are available
  • are useful to quantify outcomes of home-based pulmonary rehabilitation programs, but they do not reveal the full extent of desaturation evident on walking; and
  • validated methods to prescribe exercise intensity are only available for the Modified Incremental Step Test (MIST) when conducted in-person at home [Burge et al 2021]. Instructions and procedures for in-person administration of the MIST can be found here.

It has been demonstrated that, when conducted at home, the 6-minute walk test underestimates exercise capacity in chronic obstructive pulmonary disease, primarily due to a shorter track length available in the home environment.

Figure represents summary of review findings. Figure reproduced from Holland et al Home-based or remote exercise testing in chronic respiratory disease, during the COVID-19 pandemic and beyond: A rapid review. Chron Respir Dis. 2020;17:1479973120952418. doi: 10.1177/1479973120952418. [6MWD: distance walked on 6-minute walk test (6MWT); STS: sit to stand; TUG: Timed Up and Go]
Remote assessment of exercise capacity is an area of current clinical and research interest. The ability to assess patients remotely, using an exercise test that accurately detects exercise desaturation and enables the prescription of exercise training at an appropriate intensity, remains a missing piece of the puzzle that will enable a comprehensive pulmonary rehabilitation program to be delivered entirely remotely, irrespective of patient location.