Cardiovascular, Pulmonary and Lymphatic Conditions and Rehabilitation
Most patients a physical therapist sees, whatever the referral says, carry some cardiovascular or pulmonary diagnosis: the hip fracture patient with heart failure, the knee replacement on a beta blocker, the stroke survivor with chronic obstructive pulmonary disease. The exam rewards the therapist who can dose exercise safely around these conditions, recognize decompensation early and know which precautions follow which procedure. This chapter covers the major heart, lung, peripheral vascular and lymphatic conditions and the rehabilitation built around each.
By the end of this chapter you can
- Distinguish stable angina, unstable angina and myocardial infarction, and explain what troponin and ECG findings mean for activity.
- Recognize left sided and right sided heart failure, classify severity with the NYHA classes, and state the signs that call for stopping exercise.
- Apply sternal precautions after median sternotomy and adapt treatment for pacemakers, ICDs, LVADs and heart transplant recipients.
- Describe the phases of cardiac rehabilitation and write an exercise prescription using heart rate reserve, METs and RPE.
- Predict how beta blockers, nitrates, diuretics, digoxin and other cardiac drugs change the exercise response.
- Compare obstructive and restrictive lung disease, and select breathing retraining and airway clearance techniques with their contraindications.
- Differentiate arterial from venous insufficiency, interpret the ankle brachial index, prescribe claudication walking and screen for DVT with the Wells criteria.
- Stage lymphedema, measure limb volume, and describe the two phases of complete decongestive therapy and its contraindications.
Section 1Coronary disease, heart failure and cardiac surgery
Coronary artery disease and the ischemic spectrum
Coronary artery disease (CAD) is atherosclerotic narrowing of the epicardial coronary arteries. Plaque builds over decades through endothelial injury, lipid deposition, macrophage infiltration and a fibrous cap. The clinical problem is a mismatch between myocardial oxygen supply and demand. Demand rises with heart rate, contractility and wall tension (afterload and preload), which is why the rate pressure product (heart rate times systolic pressure) tracks myocardial oxygen use and why a patient with fixed narrowing develops symptoms at a reproducible rate pressure product called the ischemic threshold.
The ischemic syndromes form a spectrum:
- Stable angina: chest pressure or tightness brought on by a predictable level of exertion, emotion, cold or a heavy meal, lasting a few minutes and relieved by rest or sublingual nitroglycerin. The plaque narrows the lumen but is not ruptured.
- Unstable angina: new onset angina, angina at rest, or angina that is increasing in frequency, duration or intensity (crescendo). A plaque has ruptured or eroded and a partial thrombus has formed, but troponin is not elevated. It is a medical emergency, not a reason to modify exercise.
- Myocardial infarction (MI): myocyte death proven by a rise and fall of cardiac troponin with symptoms or ECG change. A STEMI (ST elevation MI) usually reflects complete occlusion and full thickness (transmural) injury and needs emergency reperfusion. An NSTEMI has a troponin rise without ST elevation and usually involves subendocardial injury. Unstable angina, NSTEMI and STEMI together form the acute coronary syndromes.
Classic angina is retrosternal pressure radiating to the left arm, jaw or between the scapulae, with diaphoresis, dyspnea and nausea. Women, older adults and people with diabetes more often present atypically (fatigue, dyspnea, epigastric or jaw pain), and diabetic neuropathy can produce silent ischemia. Musculoskeletal chest pain is reproduced by palpation or movement and is not tied to exertional heart rate.
Troponin rises within about 3 to 4 hours, peaks near 24 hours and stays elevated for 7 to 14 days, so the trend matters more than one value. Programs hold mobility while troponin is rising and resume once it has peaked, with hemodynamic stability and no chest pain or new arrhythmia for about 8 hours.
| Syndrome | Trigger and timing | Troponin | ECG | PT action |
|---|---|---|---|---|
| Stable angina | Predictable exertion, relieved by rest or nitroglycerin within minutes | Normal | ST depression during the episode | Exercise below the ischemic threshold; patient carries nitroglycerin |
| Unstable angina | New, at rest, or crescendo pattern | Normal | ST depression or T wave inversion, may be normal | Stop, do not exercise, activate medical care |
| NSTEMI | Prolonged pain, often at rest | Elevated | ST depression or T inversion, no ST elevation | Mobilize only after troponin peaks and patient is stable |
| STEMI | Prolonged severe pain, diaphoresis | Elevated | ST elevation in contiguous leads, later Q waves | Emergency; after reperfusion, follow phase I progression |
Revascularization is by percutaneous coronary intervention (PCI, usually with a drug eluting stent) or coronary artery bypass grafting (CABG). After femoral PCI the leg stays straight for a few hours (commonly 2 to 6) and the groin is checked for bleeding before walking; radial access allows walking almost at once. Dual antiplatelet therapy raises bleeding risk.
Heart failure
Heart failure (HF) is a clinical syndrome in which the heart cannot pump enough blood to meet the body's needs, or can do so only at high filling pressures. It is classified by ejection fraction:
- HF with reduced ejection fraction (HFrEF), EF 40% or less: systolic dysfunction from a weak ventricle (ischemic cardiomyopathy after MI, dilated cardiomyopathy).
- HF with preserved ejection fraction (HFpEF), EF 50% or more: a stiff ventricle that fills poorly (diastolic dysfunction), typical of older adults with long standing hypertension, obesity and diabetes.
- HF with mildly reduced EF, 41% to 49%, sits between the two.
Normal EF is about 55% to 70%. Fluid backs up behind the failing side. A failing left ventricle congests the lungs: exertional dyspnea, orthopnea, paroxysmal nocturnal dyspnea, basilar crackles, frothy cough, an S3, and fatigue from low output. A failing right ventricle backs fluid into the systemic veins: jugular venous distension, dependent pitting edema of the ankles and sacrum, liver congestion with right upper quadrant fullness, ascites, and weight gain. The most common cause of right sided failure is left sided failure. Right sided failure caused by lung disease and pulmonary hypertension is called cor pulmonale.
NYHA classes describe symptoms and can improve with treatment; ACC/AHA stages describe progression and never move backward.
| NYHA class | Symptoms | ACC/AHA stage | Description |
|---|---|---|---|
| I | No limitation; ordinary activity causes no undue fatigue, dyspnea or palpitations | A | At risk (hypertension, diabetes, CAD) with no structural disease |
| II | Slight limitation; comfortable at rest, ordinary activity causes symptoms | B | Structural disease (low EF, hypertrophy, prior MI) without symptoms |
| III | Marked limitation; comfortable at rest, less than ordinary activity causes symptoms | C | Structural disease with current or prior symptoms |
| IV | Symptoms at rest; any activity increases discomfort | D | Refractory HF needing advanced therapy (LVAD, transplant, hospice) |
HFrEF medical therapy combines an ACE inhibitor, ARB or neprilysin inhibitor combination, a beta blocker, spironolactone and an SGLT2 inhibitor, with loop diuretics for congestion. Expect orthostatic hypotension, potassium shifts and a blunted heart rate response.
Exercise training is safe and recommended in stable HF. Screen every session: a daily weight gain of about 2 to 3 pounds in a day or 5 in a week (programs vary slightly) suggests fluid retention. New dyspnea at rest, new crackles or S3, rising JVD, increasing edema or resting HR above about 120 mean no exercise that day. An exertional drop in systolic pressure of more than 10 mmHg despite rising workload means the ventricle cannot keep up: stop.
Prescribe long warm ups and cool downs, intervals when deconditioned, RPE 11 to 14, progression of duration before intensity, and light resistance work while exhaling on effort (no Valsalva maneuver).
Reasoning: Orthopnea, rapid weight gain and new crackles are classic signs of left sided decompensation with fluid overload. The best action is to hold the exercise session and contact the physician or nurse today, not to continue with lower intensity, and not to simply teach energy conservation. Tempting choices such as "perform the walking program at a lower RPE" ignore the fact that new crackles and weight gain mean the medical regimen needs adjustment. Safety point: in heart failure the daily weight and symptom check comes before any exercise.
Cardiac surgery and sternal precautions
CABG uses the left internal mammary (internal thoracic) artery, which has the best long term patency, usually to the left anterior descending artery, and saphenous vein or radial artery grafts to other vessels. Valve surgery repairs or replaces stenotic or regurgitant valves. Both are usually done through a median sternotomy, in which the sternum is split and wired together. The sternum takes about 6 to 8 weeks to unite, so sternal precautions protect it during that time.
Traditional sternal precautions, still the common exam answer, are:
- No lifting, pushing or pulling more than about 5 to 10 pounds.
- No pushing up with the arms from a chair or bed, and no pulling on bed rails or a walker to rise.
- No bilateral or resisted reaching overhead or behind the back, and no unilateral end range shoulder motion that stresses the sternum.
- Splint the chest with a pillow when coughing or sneezing.
- No driving for about 4 weeks (airbag and steering forces, plus medications).
Many hospitals now use a less restrictive approach (keep the upper arms close to the body and move within pain limits); the safe exam answer still avoids pushing up with both arms and heavy lifting. Signs of sternal instability are clicking, sternal movement with coughing, or wound drainage; risk rises with obesity, diabetes, COPD with heavy cough and osteoporosis. Mobilization starts on postoperative day 0 or 1; watch for atelectasis, new atrial fibrillation (peaking about days 2 to 3) and orthostasis.
Severe symptomatic aortic stenosis (angina, syncope, dyspnea) contraindicates exercise training until corrected, and sudden vasodilation can drop pressure dangerously. TAVR avoids sternotomy and allows faster mobilization.
Reasoning: Clicking with cough plus wound drainage in a patient with several risk factors suggests sternal instability or early wound infection. The best response is to stop the session, have her splint with a pillow, document, and notify the surgical team. Teaching an upper extremity strengthening program or "continuing with stricter sternal precautions" without reporting misses a possible dehiscence or mediastinitis. Safety point: report sternal clicking, instability or drainage promptly.
Devices: pacemakers, ICDs, LVADs and transplant
A pacemaker code gives the chamber paced, chamber sensed and response (for example DDD); a fourth letter R means rate responsive. A fixed rate device cannot raise heart rate, so monitor RPE and blood pressure. After lead placement, limit ipsilateral shoulder elevation to about 90 degrees and avoid heavy lifting for about 4 to 6 weeks, and keep electrical stimulation and diathermy away from the device.
An implantable cardioverter defibrillator (ICD) paces or shocks ventricular tachycardia or fibrillation. Know its detection rate and keep exercise heart rate at least 10 to 20 beats below it to avoid an inappropriate shock. One shock in a patient who feels well: stop and notify the cardiologist; repeated shocks or symptoms: emergency care.
A left ventricular assist device (LVAD) pumps blood from the left ventricle to the aorta as a bridge to transplant or destination therapy. With continuous flow there is often no palpable pulse, so pressure is taken with Doppler and a manual cuff and read as a mean arterial pressure (typically about 70 to 90 mmHg). Protect the driveline, never disconnect both power sources, avoid submersion, and use RPE; low flow alarms with exercise often mean dehydration.
A transplanted heart is denervated: resting rate is high (often 90 to 110), heart rate rises slowly with exercise through circulating catecholamines and stays up afterward, and angina is usually absent. Use long warm ups and cool downs and RPE. Immunosuppression and steroids add infection, osteoporosis and myopathy risk.
Coronary disease ranges from stable angina (exercise below the ischemic threshold) to acute coronary syndromes (stop and get help). Heart failure is classified by EF, by NYHA symptom class and by ACC/AHA stage; daily weights, crackles, orthopnea and an exertional fall in systolic pressure are the warning signs. Sternotomy calls for sternal precautions for about 6 to 8 weeks, and each device changes how you monitor: Doppler MAP for an LVAD, detection rate for an ICD, RPE for denervated or paced hearts.
Section 2Cardiac rehabilitation
Who qualifies and the phases
Cardiac rehabilitation combines exercise training, risk factor modification, education and psychosocial support, and it lowers mortality and readmissions. Qualifying diagnoses include MI, CABG, PCI, stable angina, valve surgery, transplant and stable HFrEF.
Programs are described in phases:
- Phase I, inpatient: from medical stability to discharge: counter bed rest, assess the response to self care and walking, teach, and plan discharge (about 1 to 4 METs).
- Phase II, early outpatient: supervised, often ECG monitored, typically up to 36 sessions over about 12 weeks, prescribed from an exercise test.
- Phase III, maintenance: community or home exercise for life (some texts add a phase IV).
Phase I progression and monitoring
Check vitals, telemetry, symptoms and labs before each activity. Common upper limits during phase I are an increase in heart rate of no more than about 20 beats per minute above resting after MI and about 30 above resting after cardiac surgery, with RPE of 13 or less (somewhat hard) on the 6 to 20 Borg scale. Normally systolic rises and diastolic stays within about 10 mmHg. Abnormal responses that mean stop and report:
- Angina, unusual dyspnea, dizziness, pallor, cyanosis, diaphoresis or confusion.
- Systolic pressure falling by more than 10 mmHg with activity, or failing to rise.
- Diastolic pressure above about 110 mmHg, or systolic well above the program limit.
- Heart rate rising beyond the limits above, or new arrhythmia (frequent or multifocal PVCs, runs of ventricular tachycardia, new atrial fibrillation, new heart block).
- ST segment change of about 1 mm or more on the monitor (horizontal or downsloping depression).
Exercise prescription in phase II and beyond
The prescription follows FITT (frequency, intensity, time, type) plus progression. A symptom limited graded exercise test gives peak heart rate, peak METs and, in some patients, the heart rate at which ischemia appears.
- Frequency: aerobic exercise on most days, at least 3 and ideally 5 or more days per week.
- Intensity: 40% to 80% of heart rate reserve (HRR) or of peak oxygen uptake, or RPE 12 to 16. If an ischemic threshold is known, set the upper limit at least 10 beats per minute below the heart rate at which ischemia (angina or 1 mm ST depression) appeared.
- Time: 20 to 60 minutes, which can be accumulated in shorter bouts in deconditioned patients, plus 5 to 10 minutes each of warm up and cool down.
- Type: rhythmic large muscle activity such as walking, cycling and arm ergometry; resistance training 2 to 3 days per week at about 40% to 60% of one repetition maximum, 10 to 15 repetitions.
The Karvonen method is the most tested calculation: Target HR = [(HRmax minus HRrest) times intensity] plus HRrest. Use the measured peak from an exercise test when available; 220 minus age is only an estimate and is meaningless on beta blockers. One MET is about 3.5 mL O2 per kg per minute; self care is 1 to 3 METs, walking at 3 mph about 3.3, and sexual activity about 3 to 5.
| Tool | How it works | Use and limits |
|---|---|---|
| Heart rate reserve (Karvonen) | (HRmax minus HRrest) times % plus HRrest | Best HR method; needs a true max or a test on current drugs |
| Percent of HRmax | HRmax times % | Simpler; 64% to 76% of HRmax is roughly moderate |
| Borg RPE 6 to 20 | Patient rates effort; 12 to 13 is somewhat hard | Works with beta blockers, transplant, pacemakers, atrial fibrillation |
| Modified Borg 0 to 10 | Rates dyspnea or effort; 3 to 4 is moderate | Common in pulmonary rehab for dyspnea |
| Talk test | Can speak in sentences but not sing | Simple field check; correlates with ventilatory threshold |
| METs | Multiples of resting VO2 (3.5 mL/kg/min) | Match activities and home tasks to tested capacity |
Reasoning: Karvonen gives (150 minus 70) times 0.7 plus 70 = 126. But ischemia appeared at 130, and the upper limit should be at least 10 beats below the ischemic threshold, so the top of the training range should be about 120. The best answer sets the ceiling at 120 and uses RPE 11 to 13 as a cross check. The tempting answer of 126 ignores the ischemic threshold, and using 220 minus age is wrong because a measured peak exists and he takes a beta blocker. Safety point: the ischemic threshold overrides any percentage formula.
Medications that change the exercise response
Medications appear constantly in cardiac questions because they change what you measure. The essentials:
| Drug class (examples) | Main action | Effect on exercise and PT implications |
|---|---|---|
| Beta blockers (metoprolol, carvedilol) | Lower HR, contractility and BP; antianginal, antiarrhythmic | Blunted resting and exercise HR and BP; use RPE; fatigue, orthostasis, may mask hypoglycemia in diabetes |
| Nitrates (nitroglycerin) | Venodilate, lower preload; relieve angina | Raise exercise capacity before ischemia; headache, hypotension and reflex tachycardia; never with PDE5 inhibitors |
| Calcium channel blockers (diltiazem, verapamil, amlodipine) | Vasodilate; some lower HR | Diltiazem and verapamil lower HR; all can cause hypotension and ankle edema |
| ACE inhibitors and ARBs (lisinopril, losartan) | Block renin angiotensin system; afterload reduction | Little HR effect; hypotension, dizziness; ACE inhibitor dry cough, angioedema; raise potassium |
| Diuretics (furosemide, hydrochlorothiazide) | Remove fluid | Dehydration, orthostasis, cramps, low potassium and arrhythmia; plan sessions away from peak diuresis and near a bathroom |
| Digoxin | Increases contractility; slows AV conduction | Can cause ST depression (false positive test); toxicity: nausea, vision changes (yellow halos), confusion, arrhythmias; low potassium raises toxicity |
| Antiarrhythmics (amiodarone) | Rhythm control | Bradycardia; amiodarone lung, thyroid and liver toxicity |
| Anticoagulants and antiplatelets (warfarin, DOACs, aspirin, clopidogrel) | Prevent clot | Bleeding and bruising; fall prevention; caution with deep tissue work and vigorous manual techniques |
| Statins | Lower LDL cholesterol | Myalgia and, rarely, rhabdomyolysis: report new diffuse muscle pain, weakness or dark urine |
Education covers risk factors (smoking, hypertension, dyslipidemia, diabetes, obesity, inactivity, depression), self monitoring with RPE, symptom recognition, nitroglycerin use and adherence. Screen for depression after MI, and avoid early exercise in temperature extremes, after large meals or with isometric straining.
Cardiac rehabilitation moves from inpatient phase I (heart rate rise of about 20 after MI or 30 after surgery, RPE 13 or less) through supervised phase II (40% to 80% of HRR, RPE 12 to 16, 10 beats below any ischemic threshold) to lifelong phase III. Karvonen is the core calculation, RPE replaces heart rate whenever drugs or denervation blunt the response, and a falling systolic pressure, angina, new arrhythmia or ST depression stops the session.
Section 3Obstructive and restrictive lung disease and pulmonary rehabilitation
Two patterns of disease
Lung diseases are grouped by what they do to airflow and volume. In obstructive disease the airways are narrowed or collapse on expiration, so air goes in but has trouble coming out. Expiratory flow falls, air is trapped, and residual volume and total lung capacity rise (hyperinflation). The defining spirometry finding is a reduced FEV1/FVC ratio, below 0.70 after a bronchodilator in COPD. In restrictive disease the lungs or chest wall cannot expand fully, so all volumes shrink (low total lung capacity, the defining finding, plus low FVC and vital capacity) while the FEV1/FVC ratio is normal or high because the stiff lungs empty quickly.
| Feature | Obstructive (COPD, asthma, CF, bronchiectasis) | Restrictive (ILD, chest wall, neuromuscular, obesity) |
|---|---|---|
| Core problem | Getting air out | Getting air in |
| FEV1/FVC | Reduced (below 0.70) | Normal or increased |
| Total lung capacity, residual volume | Increased (hyperinflation, air trapping) | Decreased |
| Breathing pattern | Prolonged expiration, pursed lips, accessory muscles | Rapid and shallow |
| Chest exam | Barrel chest, flattened diaphragm, wheezes or diminished sounds, hyperresonance | Small volumes, fine end inspiratory crackles in fibrosis |
| Exercise limitation | Dynamic hyperinflation and dyspnea | Oxygen desaturation with exertion |
COPD
Chronic obstructive pulmonary disease is persistent, usually progressive airflow limitation caused mainly by cigarette smoke, with occupational dusts, biomass smoke and alpha-1 antitrypsin deficiency as other causes. Two overlapping processes are involved. Chronic bronchitis is defined clinically by a productive cough for at least 3 months in each of 2 consecutive years; mucus hypersecretion, airway inflammation and hypoxemia lead to cyanosis and right heart failure, giving the old "blue bloater" picture. Emphysema is destruction of alveolar walls with loss of elastic recoil, so small airways collapse on expiration; the classic "pink puffer" is thin, breathes through pursed lips, uses accessory muscles and leans forward on the arms. Severity of airflow limitation is graded by FEV1 percent predicted:
| Airflow grade (with FEV1/FVC below 0.70) | FEV1 percent predicted |
|---|---|
| 1, mild | 80% or more |
| 2, moderate | 50% to 79% |
| 3, severe | 30% to 49% |
| 4, very severe | Below 30% |
Hyperinflation flattens the diaphragm, putting it at a mechanical disadvantage, so accessory muscles take over. During exercise, rapid breathing leaves too little time to exhale and air builds up (dynamic hyperinflation), the main reason COPD patients stop exercising.
Long term oxygen is prescribed for resting SpO2 of 88% or lower (PaO2 55 mmHg or lower). The usual COPD target is SpO2 88% to 92%, because excess oxygen can worsen CO2 retention in some patients; titrate within the order, and never withhold oxygen from a patient in distress.
Asthma, cystic fibrosis and bronchiectasis
Asthma is airway inflammation with largely reversible obstruction (FEV1 improves 12% or more and 200 mL after bronchodilator). Exercise induced bronchoconstriction peaks 5 to 15 minutes after vigorous exercise; prevent it with a short acting beta agonist about 15 minutes before, a long warm up, and a scarf in cold air. Inability to speak in sentences, a quiet chest and cyanosis signal a severe attack and an emergency.
Cystic fibrosis is an autosomal recessive CFTR chloride channel defect: thick secretions, chronic infection (Pseudomonas), bronchiectasis, pancreatic insufficiency and salty sweat. Care centers on daily airway clearance and aerobic exercise; keep patients with CF at least about 6 feet apart, and add fluid and salt in heat. Bronchiectasis (permanent bronchial dilation with copious sputum) is also managed with airway clearance.
Restrictive lung disease
Interstitial lung disease (idiopathic pulmonary fibrosis, connective tissue disease, sarcoidosis, asbestos and silica) stiffens the lung and lowers diffusing capacity (DLCO), so patients desaturate quickly with exertion; use titrated oxygen, intervals and close SpO2 monitoring. Restriction also comes from chest wall deformity, obesity and neuromuscular weakness, where a falling vital capacity (toward about 15 to 20 mL/kg in Guillain Barre syndrome) warns of respiratory failure.
Pulmonary rehabilitation
Pulmonary rehabilitation does not improve FEV1 but improves exercise capacity, dyspnea and quality of life and reduces hospital use. Programs of about 8 to 12 weeks combine exercise, education, breathing strategies and psychosocial support.
- Endurance training: walking and cycling, 3 to 5 days per week, 20 to 60 minutes. Intensity is set by dyspnea (modified Borg 3 to 4, moderate to somewhat severe) or by 60% to 80% of peak work rate. Interval training lets severely limited patients accumulate more work.
- Strength training: large muscle groups of the legs and arms; upper extremity work matters because daily tasks with unsupported arms quickly provoke dyspnea when accessory muscles must stabilize the shoulder girdle.
- Inspiratory muscle training: resistive or threshold devices, often starting at about 30% of maximal inspiratory pressure, in patients with weak inspiratory muscles.
- Outcome: the 6 minute walk test (about 30 meters is a commonly cited important change in COPD).
Stop for SpO2 below about 88% that does not recover, severe dyspnea, chest pain or dizziness.
Breathing retraining
- Pursed lip breathing: inhale through the nose, exhale slowly through pursed lips for about twice as long as inspiration. The back pressure splints small airways open, slows respiratory rate, raises tidal volume and reduces air trapping. It is the most useful single technique in obstructive disease.
- Diaphragmatic breathing: the patient relaxes the upper chest and lets the abdomen rise during inspiration. It helps postoperative and anxious patients and asthma. In severe COPD with a flattened diaphragm it can increase the work of breathing and dyspnea, so use it selectively.
- Paced breathing coordinates breaths with activity: exhale during the effort phase (lifting, standing up, climbing a step).
- Positions to relieve dyspnea: forward lean sitting with forearms on the thighs or a table, standing leaning on a counter, and the tripod position. Leaning forward pushes abdominal contents up against the flattened diaphragm, restoring some dome, and fixes the shoulder girdle so accessory muscles work better.
- Segmental breathing and incentive spirometry encourage deep breaths and expansion of specific regions after surgery to prevent atelectasis.
Airway clearance
Airway clearance helps patients who produce excess or thick secretions (cystic fibrosis, bronchiectasis, some COPD, neuromuscular weakness with poor cough). Choose techniques the patient can do independently and will use.
| Technique | How it works | Notes and cautions |
|---|---|---|
| Postural drainage | Position the involved segment so gravity drains it toward the central airways, typically 3 to 15 minutes per position | Head down positions are avoided with increased intracranial pressure, recent neurosurgery, uncontrolled hypertension, hemoptysis, GERD and aspiration risk, pulmonary edema, obesity or distended abdomen, recent esophageal surgery |
| Percussion | Rhythmic clapping with cupped hands over the segment during drainage | Avoid over fractures, osteoporosis, coagulopathy or low platelets, unstable chest wall, tumor, fresh incisions, pacemaker site, spine, breast tissue and kidneys |
| Vibration and shaking | Oscillating compression on the chest wall during exhalation | Similar precautions to percussion; gentler |
| Active cycle of breathing | Breathing control, thoracic expansion exercises, then forced expiration (huffs) | Independent; huffing avoids airway collapse that forceful cough can cause |
| PEP and oscillating PEP | Exhale against resistance, with or without vibrating valve | Splints airways open, moves mucus; portable |
| Assisted cough | Manual abdominal thrust timed with cough, or mechanical insufflation exsufflation | For weak cough in SCI and neuromuscular disease; avoid abdominal thrust after recent abdominal surgery or with IVC filter |
Key drainage positions: upper lobe apical segments in sitting; right middle lobe and lingula supine with a quarter turn away from the involved side and the head lowered about 15 degrees; lower lobe superior segments prone flat; basal segments head down about 20 to 30 degrees (anterior in supine, lateral in sidelying on the opposite side, posterior in prone).
Reasoning: Rapid breathing in COPD causes dynamic hyperinflation, and her SpO2 fell below 88%. The best choice is to stop, use a forward lean position with pursed lip breathing to slow the rate and lengthen exhalation, let SpO2 recover, and then continue with interval training and oxygen titrated per the prescription range. Teaching diaphragmatic breathing alone is a weaker choice in severe hyperinflation, and simply "continuing at the same pace while monitoring" accepts unsafe desaturation. Safety point: keep SpO2 at about 88% or above during exercise and titrate oxygen only within the physician's order.
Obstruction lowers the FEV1/FVC ratio and traps air; restriction shrinks all volumes and causes exertional desaturation. COPD rehab targets dyspnea with pursed lip breathing, forward lean positions, interval training and oxygen kept near 88% to 92%. Asthma is reversible and preventable with a pre exercise bronchodilator and warm up. Airway clearance (postural drainage, percussion, ACBT, PEP) is daily care in cystic fibrosis and bronchiectasis, and every head down position and percussion has contraindications you must know.
Section 4Peripheral vascular disease
Arterial versus venous disease
Peripheral artery disease (PAD) is limb atherosclerosis, strongly linked to smoking and diabetes, and most patients also have coronary disease. Intermittent claudication is a cramping muscle ache brought on by a predictable walking distance and relieved within minutes by standing still; pain sits one level below the narrowing (calf for femoral or popliteal, buttock and thigh for aortoiliac). Advanced disease causes forefoot rest pain at night, relieved by dangling the foot.
Chronic venous insufficiency follows valve incompetence or obstruction (often after DVT), producing venous hypertension, edema, brown hemosiderin staining, dermatitis and lipodermatosclerosis, with aching that worsens with standing and improves with elevation.
| Finding | Arterial insufficiency | Venous insufficiency |
|---|---|---|
| Pain | Claudication with walking, rest pain at night; worse with elevation, better dependent | Aching, heaviness; worse with dependency, better with elevation and walking |
| Pulses | Diminished or absent | Usually present (may be hard to feel through edema) |
| Skin | Thin, shiny, hairless, cool, thick nails; pallor on elevation, dependent rubor | Warm, brown hemosiderin staining, dermatitis, lipodermatosclerosis |
| Edema | Usually absent | Present, often pitting |
| Capillary refill | Prolonged (more than 3 seconds) | Normal |
| Typical wound | Toes, lateral malleolus, pressure points; round, punched out, pale dry base, little drainage, painful | Medial malleolus (gaiter area), shallow, irregular, red granular base, heavy drainage |
| Compression | Contraindicated when severe | Cornerstone of treatment |
Bedside tests: pulse grading (0 absent to 2+ normal to 4+ bounding), capillary refill (normal under about 3 seconds), the elevation pallor and dependent rubor test, and venous filling time (more than 20 seconds suggests arterial disease).
The ankle brachial index
The ankle brachial index (ABI) compares systolic pressure at the ankle with that in the arm. With the patient supine and rested for about 5 to 10 minutes, measure brachial systolic pressure in both arms and ankle systolic pressure in the dorsalis pedis and posterior tibial arteries of each leg with a Doppler. For each leg, divide the higher ankle pressure by the higher of the two brachial pressures.
Claudication exercise
Supervised exercise therapy is a first line treatment for claudication and increases pain free and maximal walking distance as much as or more than revascularization in many patients. It works through better muscle oxidative capacity, improved endothelial function, collateral development and more efficient gait. The usual prescription:
- Mode: treadmill or track walking, because walking provokes and trains the affected muscles. Cycling or arm ergometry can supplement.
- Intensity: walk at a speed and grade that brings on claudication within about 3 to 5 minutes, continue until pain reaches moderate to moderately severe (about 3 to 4 on a 0 to 4 claudication scale), then rest until pain resolves completely, and repeat.
- Time: accumulate 30 to 45 minutes of walking (excluding rests), progressing toward 50 to 60 minutes.
- Frequency and duration: at least 3 sessions per week for at least 12 weeks.
Because PAD patients usually have coronary disease, monitor for angina, blood pressure response and dyspnea. Inspect the feet each session, especially in diabetes, and ensure footwear protects the skin. Smoking cessation is the single most important risk factor change.
Reasoning: This is classic intermittent claudication from femoral or popliteal disease. The best plan is a walking program to moderate to moderately severe claudication pain, rest to full relief, and repeat, for 30 to 45 minutes of walking at least 3 times per week for 12 weeks, plus smoking cessation counseling. Advising him to stop at the first sign of discomfort undertrains him, and stationary cycling alone is less effective than walking. Compression stockings for leg pain would be wrong for arterial disease. Safety point: monitor for angina, since PAD signals likely coronary disease, and watch his feet for skin breakdown.
Deep vein thrombosis and pulmonary embolism
Virchow triad: stasis (immobility, paralysis, travel), endothelial injury (surgery, trauma, lines) and hypercoagulability (cancer, pregnancy, estrogen, thrombophilia). Hip and knee surgery, hip fracture, major trauma and spinal cord injury carry the highest risk.
DVT signs are unilateral calf or leg swelling, pain or tenderness along the deep veins, warmth, erythema and pitting edema, but many DVTs are silent. Homans sign (calf pain on passive dorsiflexion) has poor sensitivity and specificity and should not be relied on. The Wells criteria estimate pretest probability:
| Wells criterion for DVT | Points |
|---|---|
| Active cancer (treatment within 6 months or palliative) | +1 |
| Paralysis, paresis or recent plaster cast of the leg | +1 |
| Bedridden 3 days or more, or major surgery within 12 weeks | +1 |
| Localized tenderness along the deep venous system | +1 |
| Entire leg swollen | +1 |
| Calf swelling more than 3 cm compared with the other leg (10 cm below tibial tuberosity) | +1 |
| Pitting edema confined to the symptomatic leg | +1 |
| Collateral superficial veins (nonvaricose) | +1 |
| Previously documented DVT | +1 |
| Alternative diagnosis at least as likely as DVT | minus 2 |
In the two level version, a score of 2 or more means DVT is likely and 1 or less means unlikely; in the three level version, 0 is low, 1 to 2 moderate and 3 or more high probability. For a physical therapist, a likely score means hold lower extremity exercise and manual work on that limb and communicate with the physician the same day; diagnosis is by compression ultrasound and D-dimer.
Pulmonary embolism (sudden dyspnea, pleuritic chest pain, tachycardia, falling SpO2, hemoptysis) is an emergency: stop, support the patient and activate emergency response.
After a confirmed DVT, practice guidance supports early mobilization once therapeutic anticoagulation is reached (usually within about 24 hours with heparin products or direct oral anticoagulants; warfarin targets INR 2 to 3), because walking does not raise PE risk.
Reasoning: Wells points: active cancer (+1), major surgery within 12 weeks (+1), calf more than 3 cm larger (+1), pitting edema in the symptomatic leg (+1), localized tenderness likely (+1), giving 4 or more: DVT likely. The best action is to hold the session's lower extremity exercise and notify the physician immediately for ultrasound. Performing Homans sign to "confirm" is unreliable, and massage or compression of the calf is contraindicated until DVT is excluded. Safety point: if she develops sudden dyspnea or chest pain, treat it as a pulmonary embolism and call for emergency help.
Also know Raynaud phenomenon (cold induced digital vasospasm, white to blue to red), Buerger disease (inflammatory small vessel occlusion in young smokers), and abdominal aortic aneurysm (pulsatile mass with deep abdominal or back pain in older male smokers; sudden pain with hypotension is rupture).
Arterial disease causes claudication, cool hairless skin, weak pulses and painful punched out wounds, and it worsens with elevation; venous disease causes edema, staining, aching and shallow medial wounds and improves with elevation. ABI is the higher ankle pressure over the higher brachial pressure; 0.90 or less is PAD, below 0.50 rules out sustained compression, and above 1.40 is unreliable. Claudication walking to moderate pain for 12 weeks is first line care. Use Wells criteria rather than Homans sign to screen for DVT, and treat signs of PE as an emergency.
Section 5The lymphatic system and lymphedema
How the lymphatic system works
Lymphatics return filtered fluid and protein to the veins. Fluid enters blind ended initial lymphatics, then valved collectors whose segments (lymphangions) contract rhythmically, helped by muscle pumping and breathing. After regional nodes, the thoracic duct drains the legs, abdomen and left upper body into the left venous angle, and the right lymphatic duct drains the right arm and right side of the head and chest. Skin territories are separated by watersheds (trunk midline and a line near the umbilicus), and fluid can be moved across them through superficial anastomoses, the basis of manual lymph drainage.
Lymphedema: causes and staging
Lymphedema is protein rich interstitial fluid from lymphatic transport failure; the protein drives inflammation, fat deposition and fibrosis. Primary lymphedema is developmental: congenital, praecox (puberty to 35, the most common) or tarda (after 35). Secondary lymphedema follows damage: filariasis worldwide, and in the United States mainly cancer treatment (node dissection, radiation), trauma, venous disease and obesity. It can appear years after treatment.
| ISL stage | Clinical picture | Response to elevation |
|---|---|---|
| Stage 0, latent | Transport is impaired but no visible swelling; heaviness may be reported | Not applicable |
| Stage I, spontaneously reversible | Soft, pitting swelling with protein rich fluid | Subsides with elevation |
| Stage II, spontaneously irreversible | Swelling persists; tissue fibrosis begins; pitting early, harder to pit later | Elevation alone rarely reduces it |
| Stage III, lymphostatic elephantiasis | Marked swelling, nonpitting fibrosis, skin thickening, papillomas, deepened skin folds, hyperkeratosis | No response |
Examination and measurement
History covers cancer treatment, node surgery and radiation, infections, onset and progression, and what makes swelling better or worse. Inspection notes skin color, folds, texture, wounds, and lymphorrhea (leaking lymph). Palpation assesses pitting and fibrosis. The Stemmer sign is positive when the examiner cannot lift a fold of skin at the dorsal base of the second toe or middle finger; a positive sign supports lymphedema, but a negative sign does not exclude it, especially early.
- Circumferential girth: tape measurements at fixed intervals (commonly every 4 cm, or at bony landmarks) on both limbs. A difference of about 2 cm or more at any point between limbs is a common threshold.
- Volume calculation: girths converted to volume with the truncated cone formula; a difference of about 200 mL or a 10% interlimb volume difference is commonly used to diagnose arm lymphedema, and smaller changes (around 3% to 5%) flag early change. Exact cutoffs vary by source.
- Water displacement (reference standard), perometry, and bioimpedance spectroscopy, which detects subclinical stage 0 fluid.
Lipedema is symmetric fat deposition in women that spares the feet with a negative Stemmer sign. Bilateral pitting edema suggests heart, kidney or liver disease. New swelling in a cancer survivor may be recurrence, and sudden unilateral swelling may be DVT; refer both.
Complete decongestive therapy
Complete decongestive therapy (CDT) is the standard treatment and has two phases.
- Phase 1, intensive (reduction): usually daily, 5 days per week for about 2 to 4 weeks or until the limb plateaus. It combines manual lymph drainage, multilayer short stretch compression bandaging worn about 23 hours a day, decongestive exercise in the bandages, and meticulous skin and nail care.
- Phase 2, self management (maintenance): the patient wears a fitted compression garment during the day, often bandages or a nighttime garment, performs self MLD and exercise, maintains skin care, and returns for remeasurement and new garments about every 6 months.
Manual lymph drainage (MLD) uses light, slow, rhythmic skin stretching (pressure of roughly 30 to 45 mmHg, enough to stretch the skin but not to compress underlying tissue). The sequence always starts proximally: clear the neck (terminus) and the healthy nodes and territories first, then move fluid from the trunk across watersheds toward working nodes, and only then work on the limb from proximal to distal, with strokes directed proximally. After left axillary dissection, left arm fluid is routed to the right axilla and left inguinal nodes.
Short stretch bandages have low resting and high working pressure: muscle contraction against the inelastic wrap pumps lymph, and resting pressure stays safe for night wear. They are applied with a distal to proximal gradient over padding. Garments (classes of about 20 to 30, 30 to 40 and 40 to 50 mmHg) are fitted only after reduction. Progressive resistance training, started light and supervised, is safe and does not worsen breast cancer related lymphedema. Intermittent pneumatic compression is an adjunct at low pressure after proximal clearing.
| Situation | MLD and compression | Reason |
|---|---|---|
| Acute cellulitis or other acute infection | Contraindicated until treated with antibiotics | Can spread infection; refer for antibiotics |
| Acute DVT | Contraindicated until anticoagulated and cleared | Risk of embolism |
| Decompensated heart failure | Contraindicated | Mobilized fluid overloads the heart |
| Severe arterial disease (ABI below about 0.50) | No sustained compression; modified only with physician input at moderate ABI | Compression further reduces arterial inflow |
| Active untreated cancer in the region | Precaution; requires oncology input | Concern for disease, though MLD does not spread cancer by current evidence; palliative use is common |
| Renal failure, uncontrolled hypertension, peripheral neuropathy with sensory loss, unstable diabetes | Precaution | Fluid shifts and unrecognized pressure injury |
Precautions and education
Cellulitis (spreading redness, warmth, pain, fever) is common in lymphedematous limbs: stop MLD and compression and refer for antibiotics. Teach daily skin inspection, moisturizing and careful nail care. Avoiding blood pressure readings and needle sticks in the at risk arm has weak evidence but remains a reasonable precaution when another limb is available. Healthy weight lowers risk, and early reporting of heaviness allows treatment at stage 0 or I.
Reasoning: Spreading erythema, warmth, pain and fever in a lymphedematous limb indicate cellulitis. The best action is to stop MLD and bandaging and refer her for urgent medical evaluation and antibiotics; resume CDT after the infection is controlled. Continuing with lighter MLD, applying heat or switching to pneumatic compression would risk spreading infection. Safety point: infection is an absolute contraindication to MLD and compression in that limb until treated.
Lymphedema is protein rich swelling from lymphatic failure, staged 0 to III from latent to elephantiasis, with stage I reversing on elevation and stage II onward fibrotic. Measure with girth, calculated volume, perometry or bioimpedance, and use the Stemmer sign as support. Complete decongestive therapy pairs an intensive phase (MLD that clears proximal territories first, short stretch bandaging, exercise, skin care) with lifelong self management in fitted garments. Infection, acute DVT, decompensated heart failure and severe arterial disease stop treatment.
The chapter in one breath
- Stable angina is predictable and relieved by rest or nitroglycerin; new, rest or crescendo angina is an acute coronary syndrome and ends the session.
- Left heart failure floods the lungs (orthopnea, crackles, S3); right heart failure backs up into the body (JVD, edema, liver congestion); daily weight gain of 2 to 3 pounds in a day or 5 in a week is reportable.
- NYHA classes I to IV describe symptoms and can improve; ACC/AHA stages A to D describe progression and never go backward.
- Sternal precautions for about 6 to 8 weeks: no heavy lifting, no pushing up with the arms, splinted cough, and report clicking or drainage.
- Use RPE for beta blockers, transplanted hearts and fixed rate pacemakers; keep heart rate 10 to 20 beats below an ICD detection rate; read LVAD pressure as a Doppler MAP.
- Phase I limits heart rate rise to about 20 above rest after MI and 30 after surgery; phase II trains at 40% to 80% of HRR, at least 10 beats below the ischemic threshold.
- A fall in systolic pressure of more than 10 mmHg with increasing work is abnormal everywhere.
- Obstruction lowers FEV1/FVC and traps air; restriction lowers all volumes and causes exertional desaturation; COPD oxygen targets are about 88% to 92%.
- Pursed lip breathing, forward lean positions and interval training ease dyspnea; airway clearance techniques each carry contraindications.
- ABI is higher ankle over higher brachial pressure: 0.90 or less is PAD, below 0.50 avoids sustained compression, above 1.40 is unreliable; claudication walking to moderate pain for 12 weeks is first line care.
- Lymphedema is staged 0 to III and treated with complete decongestive therapy; MLD clears proximal territories first, and cellulitis, acute DVT and decompensated heart failure stop treatment.
Words worth knowing
| Term | What it means |
|---|---|
| Acute coronary syndrome | Unstable angina, NSTEMI or STEMI: an acute plaque event with partial or complete coronary occlusion that needs emergency care. |
| Ischemic threshold | The heart rate or rate pressure product at which angina or ST depression appears; training stays at least 10 beats below it. |
| Troponin | A cardiac muscle protein released when myocytes die; its rise and fall confirms myocardial infarction. |
| Ejection fraction | The percentage of blood in the left ventricle pumped out with each beat, normally about 55% to 70%. |
| HFrEF | Heart failure with reduced ejection fraction (40% or less), caused by weak contraction. |
| Orthopnea | Shortness of breath when lying flat, relieved by sitting up; a sign of left heart failure. |
| Sternal precautions | Restrictions on lifting, pushing and arm use that protect a healing median sternotomy for about 6 to 8 weeks. |
| Implantable cardioverter defibrillator | An implanted device that detects ventricular tachycardia or fibrillation and paces or shocks it. |
| Left ventricular assist device | A mechanical pump that moves blood from the left ventricle to the aorta, often with continuous flow and no palpable pulse. |
| Denervated heart | A transplanted heart without autonomic nerve supply; resting rate is high and the exercise response is delayed. |
| Heart rate reserve | Maximal heart rate minus resting heart rate; the base of the Karvonen training formula. |
| MET | Metabolic equivalent: resting oxygen uptake of about 3.5 mL per kg per minute, used to express activity intensity. |
| Rating of perceived exertion | The patient's rating of effort, on the 6 to 20 Borg scale or a 0 to 10 scale; used when heart rate is unreliable. |
| FEV1/FVC ratio | The fraction of forced vital capacity exhaled in the first second; below 0.70 indicates obstruction. |
| Dynamic hyperinflation | Progressive air trapping during rapid breathing in COPD that raises end expiratory volume and dyspnea. |
| Pursed lip breathing | Slow exhalation through pursed lips that splints small airways open and slows the breathing rate. |
| Postural drainage | Positioning so gravity drains a specific lung segment toward the central airways. |
| Active cycle of breathing | An independent airway clearance cycle of breathing control, thoracic expansion and huffing. |
| Intermittent claudication | Reproducible exertional muscle pain from arterial insufficiency, relieved within minutes by rest. |
| Ankle brachial index | Ankle systolic pressure divided by brachial systolic pressure; 0.90 or less indicates peripheral artery disease. |
| Virchow triad | Stasis, endothelial injury and hypercoagulability: the three conditions that promote venous thrombosis. |
| Wells criteria | A clinical score that estimates the probability of DVT before testing. |
| Stemmer sign | Inability to pinch a skin fold at the base of the second toe or middle finger; supports lymphedema. |
| Complete decongestive therapy | Two phase lymphedema treatment of MLD, short stretch bandaging, exercise and skin care, then self management in garments. |
| Lipedema | Symmetric abnormal fat deposition in the legs, usually in women, sparing the feet with a negative Stemmer sign. |