Cardiac Rehabilitation Intake Form
Intake

Cardiac Rehabilitation Intake Form

3 pages18 fieldsHIPAA-ready
Ready to useHIPAA compliantCustomize in minutes

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Cardiac Rehabilitation Intake Form

Cardiac Rehabilitation Intake Form

Page 1 of 3

Patient Full Name
Jane Martinez
Date of Birth
03/15/1985
Primary Cardiac Event
Select an option...
Date of Cardiac Event
03/15/1985
Current Cardiac Symptoms
Fatigue
Pain
Nausea
Dizziness
Shortness of breath
Referring Cardiologist
Current Cardiac Medications
Exercise Limitations
Enter details here...
Emergency Contact
Contact person
Insurance Information
Insurance carrier & policy
Submit
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This cardiac rehabilitation intake form provides a thorough assessment tool for patients enrolling in phase II or phase III cardiac rehabilitation programs. It captures detailed information about previous cardiac events (myocardial infarction, bypass surgery, valve replacement, angioplasty), current cardiovascular status, exercise limitations, and risk factor profiles including hypertension, diabetes, cholesterol levels, and smoking history. The form also documents current medications, especially cardiac-specific drugs like beta blockers, ACE inhibitors, and anticoagulants.

The template includes specialized sections for baseline functional capacity assessment, angina symptoms, shortness of breath scales, and patient goals for the rehabilitation program. It collects information about support systems, transportation to sessions, and insurance coverage for cardiac rehab services. This form is essential for creating individualized exercise prescriptions, monitoring progress throughout the program, and ensuring patient safety during supervised exercise sessions in hospital-based or outpatient cardiac rehabilitation facilities.

What's included

  • Cardiac event history and dates
  • Current cardiovascular symptoms
  • Exercise tolerance and limitations
  • Cardiac risk factor assessment
  • Current medications and dosages
  • Baseline functional capacity
  • Referring physician information
  • Program goals and expectations
  • Insurance verification for rehab services
  • Emergency contact details

Who uses this template

  • Hospital cardiac rehab programs
  • Outpatient cardiac rehabilitation centers
  • Cardiovascular recovery clinics
  • Post-surgical cardiac care facilities
  • Heart failure management programs

All form fields

10 fields across 3 pages. Customize any field after signing up.

Patient Full NameText
Date of BirthDate
Primary Cardiac EventDropdown
Date of Cardiac EventDate
Current Cardiac SymptomsCheckbox
Referring CardiologistText
Current Cardiac MedicationsMedications
Exercise LimitationsLong Text
Emergency ContactEmergency Contact
Insurance InformationInsurance Info

How to use the Cardiac Rehabilitation Intake Form

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Cardiac Rehabilitation Intake Form from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Cardiac Rehabilitation Intake Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 18 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

Is the Cardiac Rehabilitation Intake Form HIPAA compliant?

Yes. All Formisoft templates, including the Cardiac Rehabilitation Intake Form, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 18 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Cardiac Rehabilitation Intake Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

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