📖 ContentsChapter 9 · Cardiopulmonary
NPTE Review · Chapter 9 · Cardiopulmonary

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:

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.

SyndromeTrigger and timingTroponinECGPT action
Stable anginaPredictable exertion, relieved by rest or nitroglycerin within minutesNormalST depression during the episodeExercise below the ischemic threshold; patient carries nitroglycerin
Unstable anginaNew, at rest, or crescendo patternNormalST depression or T wave inversion, may be normalStop, do not exercise, activate medical care
NSTEMIProlonged pain, often at restElevatedST depression or T inversion, no ST elevationMobilize only after troponin peaks and patient is stable
STEMIProlonged severe pain, diaphoresisElevatedST elevation in contiguous leads, later Q wavesEmergency; 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.

Board tip. Chest pain that appears at rest, is new, or is getting worse is unstable angina until proven otherwise. The best answer is never "decrease the intensity and continue"; it is stop activity and get medical help. If a patient with known stable angina develops pain, stop exercise, sit the patient down and have them take one sublingual nitroglycerin; current guidance is to call emergency services if pain is not improved or is worsening 5 minutes after the first dose.

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:

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.

Lungs pulmonary circulation Right heart RA and RV Left heart LA and LV Body systemic circulation Left failure backs up into the lungs dyspnea, orthopneaPND, cracklesS3, frothy cough Right failure backs up into the body JVD, liver congestionascites, ankle andsacral pitting edema gray arrows: normal flow
Figure 9.1 Fluid backs up behind the failing ventricle. Left ventricular failure congests the lungs (red arrow); right ventricular failure congests the systemic veins (blue arrow). Because left failure raises pulmonary pressure, it is the most common cause of right failure.

NYHA classes describe symptoms and can improve with treatment; ACC/AHA stages describe progression and never move backward.

NYHA classSymptomsACC/AHA stageDescription
INo limitation; ordinary activity causes no undue fatigue, dyspnea or palpitationsAAt risk (hypertension, diabetes, CAD) with no structural disease
IISlight limitation; comfortable at rest, ordinary activity causes symptomsBStructural disease (low EF, hypertrophy, prior MI) without symptoms
IIIMarked limitation; comfortable at rest, less than ordinary activity causes symptomsCStructural disease with current or prior symptoms
IVSymptoms at rest; any activity increases discomfortDRefractory 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).

Case. A 74 year old man with HFrEF (EF 30%) is seen in home health. Today he reports he needed three pillows to sleep, his weight is up 4 pounds since two days ago, and you hear bibasilar crackles that were absent last week. Resting HR is 98, BP 108/70, SpO2 92% on room air.
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:

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.

Case. A 66 year old woman is on postoperative day 3 after CABG via median sternotomy. She is obese, has diabetes and a chronic cough. While she is coughing during your session she reports a clicking feeling in her chest, and you see a small amount of drainage on the dressing.
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.

Board tip. In any question about a transplanted heart, a fixed rate pacemaker, or a patient on a beta blocker, the right intensity tool is the RPE scale, not a target heart rate from a formula. For an ICD, the key number is the device detection rate; keep training heart rate at least 10 to 20 beats below it.
Key point

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:

time after event exercise capacity rises Phase I: inpatient self care, hall walkingstairs, educationabout 1 to 4 METsRPE 11 to 13 Phase II: outpatient supervised, ECG monitoredup to 36 sessionsabout 12 weeksprescription from GXT Phase III: maintenance community or homelifelong, self monitored HR rise limit: 20 above rest (MI) 30 above rest (surgery) 40 to 80% HRR, RPE 12 to 16 days weeks 1 to 12 months to years
Figure 9.2 The phases of cardiac rehabilitation. Phase I protects the patient with conservative heart rate limits relative to resting rate; phase II prescribes from an exercise test; phase III builds independent lifelong habits.

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:

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.

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.

ToolHow it worksUse and limits
Heart rate reserve (Karvonen)(HRmax minus HRrest) times % plus HRrestBest HR method; needs a true max or a test on current drugs
Percent of HRmaxHRmax times %Simpler; 64% to 76% of HRmax is roughly moderate
Borg RPE 6 to 20Patient rates effort; 12 to 13 is somewhat hardWorks with beta blockers, transplant, pacemakers, atrial fibrillation
Modified Borg 0 to 10Rates dyspnea or effort; 3 to 4 is moderateCommon in pulmonary rehab for dyspnea
Talk testCan speak in sentences but not singSimple field check; correlates with ventilatory threshold
METsMultiples of resting VO2 (3.5 mL/kg/min)Match activities and home tasks to tested capacity
Case. A 58 year old man in phase II cardiac rehab after an MI has a resting HR of 70. His exercise test, taken on his usual beta blocker, reached a peak HR of 150, and 1.5 mm ST depression appeared at a HR of 130. You want to prescribe at 70% of HRR.
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 actionEffect on exercise and PT implications
Beta blockers (metoprolol, carvedilol)Lower HR, contractility and BP; antianginal, antiarrhythmicBlunted resting and exercise HR and BP; use RPE; fatigue, orthostasis, may mask hypoglycemia in diabetes
Nitrates (nitroglycerin)Venodilate, lower preload; relieve anginaRaise exercise capacity before ischemia; headache, hypotension and reflex tachycardia; never with PDE5 inhibitors
Calcium channel blockers (diltiazem, verapamil, amlodipine)Vasodilate; some lower HRDiltiazem and verapamil lower HR; all can cause hypotension and ankle edema
ACE inhibitors and ARBs (lisinopril, losartan)Block renin angiotensin system; afterload reductionLittle HR effect; hypotension, dizziness; ACE inhibitor dry cough, angioedema; raise potassium
Diuretics (furosemide, hydrochlorothiazide)Remove fluidDehydration, orthostasis, cramps, low potassium and arrhythmia; plan sessions away from peak diuresis and near a bathroom
DigoxinIncreases contractility; slows AV conductionCan cause ST depression (false positive test); toxicity: nausea, vision changes (yellow halos), confusion, arrhythmias; low potassium raises toxicity
Antiarrhythmics (amiodarone)Rhythm controlBradycardia; amiodarone lung, thyroid and liver toxicity
Anticoagulants and antiplatelets (warfarin, DOACs, aspirin, clopidogrel)Prevent clotBleeding and bruising; fall prevention; caution with deep tissue work and vigorous manual techniques
StatinsLower LDL cholesterolMyalgia and, rarely, rhabdomyolysis: report new diffuse muscle pain, weakness or dark urine
Board tip. Beta blockers lower heart rate at rest and at every workload, so the patient reaches the same RPE at a lower heart rate. If a question gives a beta blocked patient a target heart rate from 220 minus age, that target is wrong. Also note the timing trap: exercise prescribed when a drug is at peak effect may be too hard when it wears off, so test and train at a consistent time relative to dosing.

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.

Key point

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.

Time (seconds) Volume exhaled (L) 012345 12345 FEV1 measured at 1 s Normal FEV1 4.0, FVC 5.0 ratio about 0.80 Obstructive FEV1 low, FVC near normal ratio below 0.70 Restrictive FEV1 and FVC both low ratio normal or high
Figure 9.3 Volume time curves from forced spirometry. The obstructive curve climbs slowly and keeps rising (air trapping, low FEV1/FVC). The restrictive curve rises fast but plateaus at a small volume (low FVC with a preserved ratio).
FeatureObstructive (COPD, asthma, CF, bronchiectasis)Restrictive (ILD, chest wall, neuromuscular, obesity)
Core problemGetting air outGetting air in
FEV1/FVCReduced (below 0.70)Normal or increased
Total lung capacity, residual volumeIncreased (hyperinflation, air trapping)Decreased
Breathing patternProlonged expiration, pursed lips, accessory musclesRapid and shallow
Chest examBarrel chest, flattened diaphragm, wheezes or diminished sounds, hyperresonanceSmall volumes, fine end inspiratory crackles in fibrosis
Exercise limitationDynamic hyperinflation and dyspneaOxygen 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, mild80% or more
2, moderate50% to 79%
3, severe30% to 49%
4, very severeBelow 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.

Board tip. The quickest way to sort a pulmonary function question: low FEV1/FVC means obstruction; low total lung capacity with a normal or high ratio means restriction. In COPD expect high residual volume and total lung capacity; in fibrosis expect everything small and a low DLCO with exertional desaturation.

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.

Stop for SpO2 below about 88% that does not recover, severe dyspnea, chest pain or dizziness.

Breathing retraining

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.

TechniqueHow it worksNotes and cautions
Postural drainagePosition the involved segment so gravity drains it toward the central airways, typically 3 to 15 minutes per positionHead 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
PercussionRhythmic clapping with cupped hands over the segment during drainageAvoid over fractures, osteoporosis, coagulopathy or low platelets, unstable chest wall, tumor, fresh incisions, pacemaker site, spine, breast tissue and kidneys
Vibration and shakingOscillating compression on the chest wall during exhalationSimilar precautions to percussion; gentler
Active cycle of breathingBreathing control, thoracic expansion exercises, then forced expiration (huffs)Independent; huffing avoids airway collapse that forceful cough can cause
PEP and oscillating PEPExhale against resistance, with or without vibrating valveSplints airways open, moves mucus; portable
Assisted coughManual abdominal thrust timed with cough, or mechanical insufflation exsufflationFor 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).

Case. A 68 year old woman with severe COPD (FEV1 38% predicted) begins pulmonary rehab. Walking at a moderate pace, she becomes very dyspneic within 2 minutes, her respiratory rate rises to 32, and SpO2 falls from 92% to 86% on her prescribed 2 L/min.
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.
Key point

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.

FindingArterial insufficiencyVenous insufficiency
PainClaudication with walking, rest pain at night; worse with elevation, better dependentAching, heaviness; worse with dependency, better with elevation and walking
PulsesDiminished or absentUsually present (may be hard to feel through edema)
SkinThin, shiny, hairless, cool, thick nails; pallor on elevation, dependent ruborWarm, brown hemosiderin staining, dermatitis, lipodermatosclerosis
EdemaUsually absentPresent, often pitting
Capillary refillProlonged (more than 3 seconds)Normal
Typical woundToes, lateral malleolus, pressure points; round, punched out, pale dry base, little drainage, painfulMedial malleolus (gaiter area), shallow, irregular, red granular base, heavy drainage
CompressionContraindicated when severeCornerstone 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.

ABI = higher ankle systolic higher brachial systolic Example: ankle 84, brachial 140, ABI = 0.60 00.400.901.001.40 Criticalrest pain,tissue loss PADclaudication; below 0.50,no sustained compression Borderline0.91 to 0.99 Normal1.00 to 1.40 Above 1.40calcified,use toe pressure Older texts call 0.90 to 1.30 normal; the decision points at 0.90 and 0.50 are the same
Figure 9.4 Calculating and interpreting the ankle brachial index. Values at or below 0.90 diagnose PAD; values above 1.40 mean the vessels are too stiff to compress, common in diabetes and kidney disease, and a toe brachial index is used instead.
Board tip. A patient with diabetes and an ABI of 1.5 does not have "super normal" circulation. Medial arterial calcification makes the vessels noncompressible and the ABI falsely high. The correct next step is a toe pressure or toe brachial index before applying compression or concluding that perfusion is adequate.

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:

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.

Case. A 69 year old man who smokes reports cramping in his right calf after walking about two blocks; it eases within 3 minutes when he stands still. Right ABI is 0.65, left 0.95. He asks whether he should stop walking because it hurts.
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 DVTPoints
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 DVTminus 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.

Case. Four days after total knee arthroplasty, a 63 year old woman with breast cancer on treatment reports new right calf pain. The calf is warm and 3.5 cm larger than the left, with pitting edema limited to that leg. She is scheduled for gait training.
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).

Key point

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 stageClinical pictureResponse to elevation
Stage 0, latentTransport is impaired but no visible swelling; heaviness may be reportedNot applicable
Stage I, spontaneously reversibleSoft, pitting swelling with protein rich fluidSubsides with elevation
Stage II, spontaneously irreversibleSwelling persists; tissue fibrosis begins; pitting early, harder to pit laterElevation alone rarely reduces it
Stage III, lymphostatic elephantiasisMarked swelling, nonpitting fibrosis, skin thickening, papillomas, deepened skin folds, hyperkeratosisNo response
Stage 0Stage IStage IIStage III no visible swelling,transport impaired pitting edema,reverses with elevation persists, early fibrosis,Stemmer sign positive nonpitting, folds,papillomas, hyperkeratosis papillomas fluid
Figure 9.5 International Society of Lymphology stages. Stage I fluid (blue) is soft and leaves with elevation; by stage II fibrosis keeps the limb enlarged; stage III adds skin changes such as deep folds and papillomas. Treatment is most effective in the early stages.

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.

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.

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.

SituationMLD and compressionReason
Acute cellulitis or other acute infectionContraindicated until treated with antibioticsCan spread infection; refer for antibiotics
Acute DVTContraindicated until anticoagulated and clearedRisk of embolism
Decompensated heart failureContraindicatedMobilized fluid overloads the heart
Severe arterial disease (ABI below about 0.50)No sustained compression; modified only with physician input at moderate ABICompression further reduces arterial inflow
Active untreated cancer in the regionPrecaution; requires oncology inputConcern 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 diabetesPrecautionFluid 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.

Board tip. MLD always begins by clearing proximal, healthy territories and nodes, then moves fluid toward them across watersheds, then treats the limb from proximal to distal with proximally directed strokes. The common wrong answer begins distally at the hand or foot. Short stretch bandages are the compression of choice during the intensive phase because of high working and low resting pressure.
Case. A 52 year old woman who had a right mastectomy with axillary node dissection and radiation 2 years ago is in phase 1 CDT for stage II arm lymphedema. Today her right forearm is red, hot and tender, the redness has spread since yesterday, and her temperature is 38.4 C.
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.
Key point

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

TermWhat it means
Acute coronary syndromeUnstable angina, NSTEMI or STEMI: an acute plaque event with partial or complete coronary occlusion that needs emergency care.
Ischemic thresholdThe heart rate or rate pressure product at which angina or ST depression appears; training stays at least 10 beats below it.
TroponinA cardiac muscle protein released when myocytes die; its rise and fall confirms myocardial infarction.
Ejection fractionThe percentage of blood in the left ventricle pumped out with each beat, normally about 55% to 70%.
HFrEFHeart failure with reduced ejection fraction (40% or less), caused by weak contraction.
OrthopneaShortness of breath when lying flat, relieved by sitting up; a sign of left heart failure.
Sternal precautionsRestrictions on lifting, pushing and arm use that protect a healing median sternotomy for about 6 to 8 weeks.
Implantable cardioverter defibrillatorAn implanted device that detects ventricular tachycardia or fibrillation and paces or shocks it.
Left ventricular assist deviceA mechanical pump that moves blood from the left ventricle to the aorta, often with continuous flow and no palpable pulse.
Denervated heartA transplanted heart without autonomic nerve supply; resting rate is high and the exercise response is delayed.
Heart rate reserveMaximal heart rate minus resting heart rate; the base of the Karvonen training formula.
METMetabolic equivalent: resting oxygen uptake of about 3.5 mL per kg per minute, used to express activity intensity.
Rating of perceived exertionThe 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 ratioThe fraction of forced vital capacity exhaled in the first second; below 0.70 indicates obstruction.
Dynamic hyperinflationProgressive air trapping during rapid breathing in COPD that raises end expiratory volume and dyspnea.
Pursed lip breathingSlow exhalation through pursed lips that splints small airways open and slows the breathing rate.
Postural drainagePositioning so gravity drains a specific lung segment toward the central airways.
Active cycle of breathingAn independent airway clearance cycle of breathing control, thoracic expansion and huffing.
Intermittent claudicationReproducible exertional muscle pain from arterial insufficiency, relieved within minutes by rest.
Ankle brachial indexAnkle systolic pressure divided by brachial systolic pressure; 0.90 or less indicates peripheral artery disease.
Virchow triadStasis, endothelial injury and hypercoagulability: the three conditions that promote venous thrombosis.
Wells criteriaA clinical score that estimates the probability of DVT before testing.
Stemmer signInability to pinch a skin fold at the base of the second toe or middle finger; supports lymphedema.
Complete decongestive therapyTwo phase lymphedema treatment of MLD, short stretch bandaging, exercise and skin care, then self management in garments.
LipedemaSymmetric abnormal fat deposition in the legs, usually in women, sparing the feet with a negative Stemmer sign.

Check yourself

A patient with a resting HR of 64 reached a peak HR of 144 on a treadmill test taken on his usual medications. What is the target HR at 60% of heart rate reserve?
Answer. 112. Heart rate reserve is 144 minus 64 = 80; 80 times 0.6 = 48; 48 plus 64 = 112. Use the measured peak rather than an age formula when a test is available.
During inpatient ambulation after an MI, a patient's systolic pressure falls from 132 to 116 mmHg as walking speed increases. What should the therapist do?
Answer. Stop the activity, have the patient sit or lie down, monitor and report. A systolic drop of more than 10 mmHg with increasing workload suggests the left ventricle cannot raise output and is an abnormal response.
Which heart failure finding points to right sided rather than left sided failure: orthopnea, bibasilar crackles, jugular venous distension, or an S3?
Answer. Jugular venous distension. Right sided failure backs blood into the systemic veins (JVD, dependent edema, liver congestion), while orthopnea, crackles and S3 reflect left sided failure with pulmonary congestion.
A patient is 2 weeks after CABG. Which activity violates traditional sternal precautions: walking 10 minutes, rising from a chair by pushing with both arms, or splinting a cough with a pillow?
Answer. Rising by pushing with both arms. Pushing through the arms loads the healing sternum; walking is encouraged and splinted coughing is part of the precautions.
Why is RPE preferred over a target heart rate for a patient 6 months after heart transplant?
Answer. The transplanted heart is denervated, so resting rate is high and heart rate rises slowly through circulating catecholamines during exercise and stays elevated afterward. Heart rate does not track effort, so RPE with long warm up and cool down is used.
Spirometry shows FEV1 55% predicted, FVC 85% predicted and FEV1/FVC 0.52 after bronchodilator. Name the pattern and severity.
Answer. Obstructive pattern (ratio below 0.70) with moderate airflow limitation (FEV1 50% to 79% predicted), consistent with grade 2 COPD.
A patient with cystic fibrosis also has active hemoptysis and severe reflux. Which airway clearance positions should be avoided?
Answer. Head down (Trendelenburg) positions. Hemoptysis and reflux with aspiration risk are contraindications; use modified positions without tilt and independent techniques such as ACBT or oscillating PEP, while reporting the hemoptysis.
A man with diabetes has an ABI of 1.6 on the left. A venous wound is present. Is full compression safe?
Answer. Not yet known. An ABI above 1.40 means calcified, noncompressible arteries and the value is unreliable. Obtain a toe brachial index or other arterial study before applying sustained compression.
What is the correct intensity end point for a supervised claudication walking bout?
Answer. Walk until claudication reaches moderate to moderately severe pain (about 3 to 4 on a 0 to 4 scale), then rest until pain fully resolves and repeat, accumulating 30 to 45 minutes at least 3 times weekly for 12 weeks.
After a left axillary node dissection, where does manual lymph drainage begin for left arm lymphedema?
Answer. Proximally, at the neck terminus and the healthy right axillary and left inguinal nodes, then across the trunk watersheds toward those nodes, and only then on the arm from proximal to distal with strokes directed proximally.