Reps.org.nz
Exercise Professionals
Version 1 - November 2014
Recognised by Skills Active and endorsed by Exercise Association of NZ
Table of Contents
USING THIS PRESCREEN
REPs PRE-SCREEN FORM
PRE-SCREEN AND EXERCISE
EXERCISE HABITS AND EXERCISE-RELATED COMPLICATIONS
PURPOSE OF THE PRE-SCREEN
ESTABLISHING PROGRAMME GOALS
RISK FACTORS AND SIGNS/SYMPTOMS OF DISEASE
CRITERIA FOR CARDIOVASCULAR DISEASE RISK FACTORS
RISK STRATIFICATION
EXERCISE-MEDICATION INTERACTIONS
THE PRE-SCREEN TO EXERCISE PROGRAMME TRANSITION
REPs PHYSICAL ACTIVITY READINESS QUESTIONNAIRE (PAR-Q)
REPs PRE-SCREENING HEALTH PROFESSIONAL REFERRAL LETTER 33
RESOURCES FOR THE EXERCISE PROFESSIONAL
AND LIST OF ABBREVIATIONS
Copyright and use of the NZ REPs Pre-Screening Form and GuideThe NZ Register of Exercise Professionals (NZ REPs) Pre-Screening Form and guide is exclusively for the use of REPs Registered Exercise Professionals. The NZ REPs Pre Screening Form and guide cannot be copied, replicated, altered, or shared without the express written permission of NZ REPs. 2014 New Zealand Register of Exercise Professionals Limited
This guide has been produced by the NZ Register of Exercise Professionals, and authored by:
Assistant Professor of Exercise & Sport Science
Senior Lecturer, Exercise Science
Western State Colorado University
Auckland University of Technology
United States of America
Version 1 - November 2014
REPs New Zealand Pre-Screening Guide
Part A.1 USING THIS PRE-SCREEN Many current pre-screen models tend to be exclusively focused on risk stratification alone. Unfortunately, these singularly-focused formats fail to provide Registered Exercise Professionals with all the necessary information required to formulate a safe and effective exercise programme. The New Zealand Register of Exercise Professionals Pre-Screen brings together four key sections to provide a template for complete exercise pre-screening. The Pre-Screen process is to ensure the safety of your client, and to determine key information to inform customised exercise prescription.
THE PROCESS:
The intention is that this pre-screen form is used in a one-
This gives the client the chance to correct any
to-one interview style setting, so the form is essentially a
misconceptions that you may have and to add anything that
template on which to compile answers given, for the most
they have just remembered.
part verbally, by clients. At your discretion you may ask the
What if you are not sure if exercising is safe for your client?
client to complete certain sections independently, such as circling areas of injury on the figures in section 2, or
It is appropriate to ask the client to return to their allied
perhaps ticking relevant boxes in checklists such as medical
health professional to ask for clearance to exercise.
conditions. Such an approach can be more time efficient
However it is important that you don't give the client the
and avoid an ‘interrogation interview' feel to proceedings, but
impression that you are ‘fobbing them off' or putting them in
each Registered Exercise Professional will use the Pre-Screen
the too hard basket. Make another appointment time within
in a way fitting to their setting and their client. Although the
the week so that they realise that you are keen to help but
risk stratification (called Important Medical Information) is
would prefer to consult with an appropriate professional
the very first section, you may choose to alter the order of
prior to commencing the structured programme.
the pre-screen process. For example, many Registered
Keep in mind that privacy regulations prevent Registered
Exercise Professionals would prefer to start with developing
Exercise Professionals seeking direct information from a GP
a rapport and ascertaining training goals prior to ‘launching'
unless the client has first given permission. Please use the
into an investigation on medical issues. However, it should be
Health Professional Referral Letter which is in Part F of this
recognised that the pre-screen process could also inform goal
guide. This provides approval to speak with another health
setting. For example, if during screening it is determined that
professional, and provides clear questions which require an
an individual has problems with glycemic control, improved
answer so that you can provide the best programme.
glycemic control may be established as a training goal.
One of the skills needed for an effective Pre-Screen is the
• Do first make your client feel comfortable with the
ability to follow through on a client's responses. For example,
prescreen process. Explain why you are collecting
if they have a knee injury, which knee is it? How did they do
this information and what will be done with it.
it? How long ago was that? Did they see a doctor or physio?
• Do break the Pre-Screen into sub topics. Some
What did they suggest? What activities cause their knee pain?
topics may be best asked verbally eg training
What makes the knee feel good?…. Simply ticking the box
goals, while others may be answered quicker in
does not constitute sufficient information. Be an exercise
writing eg the client ticking boxes for their injuries.
detective! It is important that you are sure that you understand
• Don't talk to your client if you have asked them to
exactly your client's situation. The client should feel that you
fill out a section of the form – it's hard for them to
are taking an interest in them and will therefore be able to
concentrate on two things at once.
design a programme that is specific to them. Really get to the specifics of their goals and what they want to achieve.
• Do look for non-verbal responses eg does the
Sometimes as a Registered Exercise Professional you will
client hesitate while deciding on an answer?
have to dispel myths or help modify unrealistic goals as part
• Do follow up all "yes" responses to medical or
of the Pre-Screen process.
injury questions ("Which leg? How did you do
Complete the process by summing up all the important
it? When? Did you get treatment? What did the
points. Give your client the last say by asking something like
doctor suggest? Do you still get pain? During
"is that a fair summary of your health profile and the things
what activities?)
that you want to achieve from your training programme?"
• Don't presume anything. Let the client tell you.
REPs New Zealand Pre-Screening Guide
In summary, the imperative to ascertain key information prior to ensuing programme writing is reflected in the general order of proceedings:
1. Identify key risk factors
2. Identify other key medical / physical condition information
3. Determine information that informs programme design
4. Fitness assessment results (at your discretion) that may influence programming
(Called programme information in the Pre-Screening Form)
Section 1: Important Health Information (also known as Risk Stratification)
Clearly it is important to identify key risk factors prior to
included the option of using such results within the
compiling a new structured exercise programme. The
pre-screen. Follow strict and correct procedures if you are
risk stratification section is based on an internationally
using devices that extract blood in any way. You may also
accepted model for assigning ‘risk factor points' to either
choose to recommend that a client purchases a self-referred
currently diagnosed conditions (for example, high blood
test from a laboratory such as Labtests. Many common
pressure) or from correctly conducted assessment (such as
tests are fairly inexpensive and, in such facilities, are
lipid profile testing) results. The total points assigned then
conducted by trained professionals in laboratory settings.
define risk. There are also ‘red flag' scenarios whereby
You can actually walk in off the street and request blood
known cardiovascular, pulmonary, and/or metabolic
testing for many different measures. Results are typically
diseases (or signs and symptoms of these diseases) will
emailed directly to the client (often within a day) so there is
automatically signal the need for a cautious approach to
no breach if they choose to share them with you. The client
exercise commencement, which needs to take place under
can then choose to consult their GP if either recommended
the consultation of a medical professional. Some current
by you, or they perceive the need to pursue medical advice.
international models use so-called ‘negative risk factors'
Or, GP's may refer patients to testing at no extra cost
whereby a positive factor is cancelled out when a negative
(most common health measures by blood test are funded if
risk factor is also present. For example, if one point is
requested by a GP).
assigned owing to high blood pressure but HDL cholesterol
Be very mindful of your scope of practice as a Registered
(an example of a ‘negative risk factor') is in a good range,
Exercise Professional. You do not diagnose, only screen. If
the total points would be considered 0. We have chosen
someone presents with an abnormal result your follow-up
not to use such a model because it potentially places the
would be to refer to a medical professional for clarification.
Registered Exercise Professional in a scenario where they
Don't tell them they have a condition, such as high
may misguide a client by inadvertently negating a serious
cholesterol, only that the result you acquired or observed,
positive risk factor that needs medical attention.
today, is outside the medically recommended range. No
Currently known or measured by you?
more. We believe that such screening can only serve to
Many clients will come to you knowing about existing
improve awareness of underlying metabolic disease and
conditions. Many will also provide you with tests results
increase client safety. It may be that your client was not
from medical professionals such as GP's, particularly if they
aware of a poor lipid profile or abnormal glucose control, in
have been referred to you. In some cases, you may be in a
which case you may well have done them and their GP a
position to do a quick and easy screening test for some of
good service. Discretion should be applied to results.
the measures within your own facility. Fitness instructors, for
For example, if a basic blood glucose test is performed
example, often assess blood pressure. Height, weight, and
and an abnormal result is noted, don't alarm the client, just
waist circumference (done properly) are also quick and easy
suggest a follow-up. Consider that in conjunction with other
screening measures. You may also have access to some
devices that need only a droplet of blood from a finger prick for lipid testing, blood glucose, or perhaps HbA1c. We have
Screening tests are for screening, not diagnosing.
REPs New Zealand Pre-Screening Guide
Section 2: Other important conditions
This section is self-explanatory. No Registered Exercise
The order of the
Professional would design an exercise programme without
Pre-Screen form usage
first gaining an understanding of the status of the client regarding the conditions within this section.
Although the risk stratification (section 1 titled "Important Health Information") is the very first section, you may choose to alter the order
Section 3: Programming information
of the pre-screen process. In summary, the
A key point of difference with the New Zealand REPs
imperative is to ascertain key information prior
Pre-Screen is that rather than focus on Section 1 Important
to ensuing programme writing is reflected in the
Medical Information alone, it also incorporates relevant
general order of proceedings:
information to ensure the design of a safe and effective exercise programme. Clearly, goals, exercise history, and
1. Identify key risk factors
availability are all critical to accomplishing this endeavor. Accordingly, we have designed a comprehensive pre-screen
2. Identify other key medical / physical
form that consists of these important features for your use.
3. Determine information that informs
Section 4: Monitoring Progression
4. Fitness assessment results
At your discretion you may also choose to conduct a range
(programming information) that may
of assessments, appropriate to your client and your setting.
Ideally, results from the assessments also inform design of your exercise programme. We have chosen some key components of fitness and common measures. Add your
The intention is that the Pre-Screen form is
own as you see fit. They may also be a useful tool to use in
used in a one-to-one interview style setting,
goal setting.
so the form is essentially a template on which to compile answers given by clients. You may ask the client to complete certain sections independently, such as circling areas of injury on the figures in section 2 of the pre-screen form.
REPs New Zealand Pre-Screening Guide
APPROVED AND RECOMMENDED BY THE NZ REGISTER OF EXERCISE PROFESSIONALS (REPs). To be used in conjunction with the REPs New Zealand
Pre-Screening Guide and associated risk stratification best practice. For use exclusively for REPs Registered Exercise Professionals only.
Medical Provider(s) Name and Contact:
SECTION 1 : IMPORTANT MEDICAL INFORMATION
CARDIOVASCULAR AND PULMONARY CONDITIONS*:
Diagnosed heart condition or stroke, or unreasonable leg or chest pain during exercise?
Blood pressure over 200/110mm/Hg (measured at time of this pre-screen)?
Diagnosed pulmonary disease?
(Exercise Professional - see note 1 below)IF YOU TICK YES TO THIS QUESTION PROCEED ONLY UNDER MEDICAL GUIDANCE
IF YOU TICK YES TO 2 OR MORE OF THE FOLLOWING QUESTIONS, THEN PROCEED WITH CAUTION UNDER GUIDANCE
Father or brother under 55 years with a history of heart disease or stroke?
Mother or sister under 65 years with a history of heart disease or stroke?
Male over 45 years?
Female over 55 years?
Over 140mm/Hg systolic or 90mm/Hg diastolic. Or, on blood pressure medication?
Attack that required medical attention last 12 months?
SMOKING:
Currently or quit within previous 6 months?
GENERAL ACTIVITY LEVEL:
Currently sedentary?
BODY COMPOSITION (INDICATIVE):
BMI ≥ 30 kg/m2 or Waist (cm) ÷ Height (cm) ratio above 0.6?
BONE AND JOINT:
Known bone or joint problem that could be aggravated by exercise?
Any other condition that may increase risk of adverse reaction to exercise?
Identified blood lipids outside recommended range
(Exercise professional see note 2 below):
Diagnosed Type 1 or 2 diabetes
(Exercise Professional - see note 3 below)
NOTES FOR EXERCISE PROFESSIONAL
1) Cardiovascular / pulmonary disorder
2)) Dyslipidemia. Known result or
3) Glycemic control. Known result or
measured at time of pre-screen:
measured at time of pre-screen:
Shortness of breath with mild exertion or during sleep (Dyspnea)
LDL ≥ 3.37 mmol/L
Glucose ≥ 5.5 mmol/L over several readings
Dizziness during exercise (Syncope)
Total ≥ 5.18 mmol/L
HbA1c ≥ 40 mmol/mol
Ankle swelling (Edema)
HDL < 1.04 mmol/L
Triglycerides (TG) ≥ 1.7 mmol/L
Unpleasant, rapid beating of heart (Palpitations / Tachycardia)
TG/HDL ratio ≥ 4.0
Intermittent claudication (Cramping/pain in legs unexplained)
Pulmonary disorder such as COPD, cystic fibrosis, emphysema, other
REPs New Zealand Pre-Screening Guide
SECTION 2 : OTHER IMPORTANT CONDITIONS
Please circle any area that may be adversely affected by exercise:
Any pain or major injury to:(Please tick any which apply)
Feet / Ankles Calf / Shin Knees Hamstrings Hips / Groin Lower Back / Abs Upper back / Ribs Neck / Shoulders Arm / Elbow Wrists / Hands
PREGNANT
now or in last 12 months
EPILEPSY
ARTHRITIS
Beta blockers ACE inhibitors Diuretic Statin Oral hypoglycemic Other
Thank you for taking the time to answer the questions above. Your answers will help your REPs Registered Exercise Professional determine the best approach to help you reach your exercise goals.
I acknowledge that that information provided above regarding my health and personal information is, to the best of my knowledge, correct. I will inform my exercise professional immediately if there are any changes in my health status.
I understand that participating in physical activity and exercise can carry a risk, and I accept all responsibility for that risk.
I understand that due care will be undertaken by my REPs Registered Exercise Professional at all times.
REPs New Zealand Pre-Screening Guide
SECTION 3 : PROGRAMMING INFORMATION
Muscle mass increase
Gain aerobic fitness
Sport specific (speed etc)
CURRENT OR VERY RECENT:
Resistance/weight training
Structured aerobic exercise
Regular sport or recreation
General activity
Prior exercise facility membership(s)?
Reason for stopping?
List preferred timeslots (if any) and preferred maximum duration:
What type of exercise(s) enjoyed previously?
What type of exercise(s) disliked previously?
REPs New Zealand Pre-Screening Guide
SECTION 4 : MONITORING PROGRESSION
Load used
BODY COMPOSITION
Waist / Height Ratio
Blood pressure Systolic/Diastolic
Estimated VO2 max
Based on availability, assessment results and goals:
Copyright and use of the NZ REPs Pre-Screening Form and Guide.The NZ Register of Exercise Professionals (NZ REPs) Pre-Screening Form and guide is exclusively for the use of REPs Registered Exercise Professionals. The NZ REPs Pre Screening Form and guide cannot be copied, replicated, altered, or shared without the express written permission of NZ REPs. 2014 New Zealand Register of Exercise Professionals Limited
REPs New Zealand Pre-Screening Guide
Part A.3 PRE-SCREEN AND EXERCISE
Is the pre-screen and risk stratification
procedure a barrier to starting exercise?
Risk stratification flow chart.
No. The most important purpose of the risk stratification procedure is to identify those individuals who may benefit from first consulting with a GP prior to initiating exercise. It is
critical to highlight that this step should not be perceived as
• Complete REPs pre-screen•Acquire risk factor information
a barrier to an individual starting an exercise programme.
Research is quite clear that for most individuals the benefits of low-to-moderate intensity exercise substantially outweighs any risks. In fact, there is even greater risk of an
individual remaining sedentary compared to starting low-to-
Is there known cardiovascular, pulmonary, and/or metabolic disease?
moderate intensity exercise. However, for a small segment (i.e. the high risk) of the population, the risk of exercise-related events such as a heart attack or sudden death, is
substantial when performing unaccustomed exercise bouts, in particular vigorous intensity exercise. It is recommended
that high risk individuals consult with their GPs in advance
Are there major signs or symptoms
of proceeding with an exercise programme. It may be
suggestive of underlying cardiovascular, pulmonary, and/or metabolic disease?
determined that these individuals would be better suited
exercising in a medically supervised programme.
You should use the REPs Pre-Screening Health Professional Referral Letter in Part F of this guide when referring clients on to other health professionals. This referral letter will
ensure you obtain the relevant information and guidance
Sum of positive CVD Risk factors
• Family history
from the other health professional to develop a safe and
effective exercise programme.
• Sedentary lifestyle
A risk stratification flow chart presented right can be used by
Registered Exercise Professionals to guide them through
the risk stratification procedures.
Moderate-to-vigorous
intensity exercise
intensity exercise
REPs New Zealand Pre-Screening Guide
Section A.4 EXERCISE HABITS AND
EXERCISE-RELATED COMPLICATIONS
What client exercise habits place them at increased risk for an adverse
exercise-related event?
Over the first few weeks of working with your client it is important to take note of their exercise habits. Do they have a
tendency to increase their resistance training weights markedly without first consulting with you? Or, do they exercise
vigorously on the treadmill and stop suddenly without cooling down?
These and other unhealthy exercise practices increase the risk of your client experiencing an adverse exercise-related event. Registered Exercise Professionals should correct clients in a firm but professional manner as soon as possible. This will ensure a more safe and effective exercise programme. In turn, this will promote a greater likelihood of lifetime physical activity.
Exercise Training Habits
disregard for appropriate warm-up & cool-down
consistently exceeds prescribed training HR
(intensity violator)
consistently exceed prescribed training weights
(intensity violator)
disregard correct exercise form/technique
REPs New Zealand Pre-Screening Guide
Part B Case studies
If this scenario arises how should I proceed?
In this section we review common scenarios Registered Exercise Professionals will encounter during the pre-screen process.
Five separate case studies are presented. For each case study Registered Exercise Professionals should first carefully review
the client profile.
REGISTERED EXERCISE PROFESSIONALS should then perform the following:
Identify the risk factors present
Risk stratify the client
Provide a recommended and suitable course-of-action
REPs New Zealand Pre-Screening Guide
Case Study #1 - SAMPLE PRE-SCREEN FORMS
SECTION 2 : OTHER IMPORTANT CONDITIONS
Please circle any area that may be adversely affected by exercise:
APPROVED AND RECOMMENDED BY THE NZ REGISTER OF EXERCISE PROFESSIONALS (REPs). To be used in conjunction with the REPs New Zealand
Any pain or major injury to:
Pre-Screening Guide and associated risk stratifi cation best practice. For use exclusively for REPs Registered Exercise Professionals only.
(Please tick any which apply)
Client Profi le 1 Example
Medical Provider(s) Name and Contact:
Dr Smith, ABC Medical Centre 37
Knees Hamstrings
SECTION 1 : IMPORTANT MEDICAL INFORMATION
Hips / Groin Lower Back / Abs
✔ Upper back / Ribs
CARDIOVASCULAR AND PULMONARY CONDITIONS*:
Neck / Shoulders
Diagnosed heart condition or stroke, or unreasonable leg or chest pain during exercise?
Blood pressure over 200/110mm/Hg (measured at time of this pre-screen)?
Diagnosed pulmonary disease?
(Exercise Professional - see note 1 below)IF YOU TICK YES TO THIS QUESTION PROCEED ONLY UNDER MEDICAL GUIDANCE
PREGNANT
now or in last 12 months
IF YOU TICK YES TO 2 OR MORE OF THE FOLLOWING QUESTIONS, THEN PROCEED WITH CAUTION UNDER GUIDANCE
EPILEPSY
Father or brother under 55 years with a history of heart disease or stroke?
ARTHRITIS
Mother or sister under 65 years with a history of heart disease or stroke?
Male over 45 years?
Female over 55 years?
Over 140mm/Hg systolic or 90mm/Hg diastolic. Or, on blood pressure medication?
Oral hypoglycemic
Attack that required medical attention last 12 months?
SMOKING:
Currently or quit within previous 6 months?
Previous lower back pain (apparently lumbar spine and some sacro-illiac
GENERAL ACTIVITY LEVEL:
Currently sedentary?
joint by client general description) at times when gardening and lifting
BODY COMPOSITION (INDICATIVE):
BMI ≥ 30 kg/m2 or Waist (cm) ÷ Height (cm) ratio above 0.6?
for an extended period. Not currently sore. Not treated or diagnosed.
BONE AND JOINT:
Known bone of joint problem that could be aggravated by exercise?
Thank you for taking the time to answer the questions above. Your answers will help your REPs Registered Exercise Professional determine the best approach to help you reach your exercise goals.
Any other condition that may increase risk of adverse reaction to exercise?
I acknowledge that that information provided above regarding my health and personal information is, to the best of my knowledge, correct.
Identifi ed blood lipids outside recommended range
(Exercise professional see note 2 below):
I will inform my exercise professional immediately if there are any changes in my health status.
I understand that participating in physical activity and exercise can carry a risk, and I accept all responsibility for that risk.
Diagnosed Type 1 or 2 diabetes
(Exercise Professional - see note 3 below)
I understand that due care will be undertaken by my REPs Registered Exercise Professional at all times.
NOTES FOR EXERCISE PROFESSIONAL
1) Cardiovascular / pulmonary disorder
2)) Dyslipidemia. Known result or
3) Glycemic control. Known result or
measured at time of pre-screen:
measured at time of pre-screen:
Shortness of breath with mild exertion or during sleep (Dyspnea)
LDL ≥ 3.37 mmol/L
Glucose ≥ 5.5 mmol/L over several readings
Dizziness during exercise (Syncope)
Total ≥ 5.18 mmol/L
HbA1c ≥ 40 mmol/mol
Ankle swelling (Edema)
HDL < 1.04 mmol/L
Triglycerides (TG) ≥ 1.7 mmol/L
Unpleasant, rapid beating of heart (Palpitations / Tachycardia)
TG/HDL ratio ≥ 4.0
Intermittent claudication (Cramping/pain in legs unexplained)
Pulmonary disorder such as COPD, cystic fi brosis, emphysema, other
REPs New Zealand Pre-Screening Guide
REPs New Zealand Pre-Screening Guide
SECTION 3 : PROGRAMMING INFORMATION
SECTION 4 : MONITORING PROGRESSION
Enjoys some gardening notices
Muscle mass increase
OK, some lumbar fl exion and thoracic extension
lifting capacity diminished
Poor, hip hitch L noted
Poor, heels up and lumbar fl exion
L knee medial deviation w hip lateral deviation
Pretty good, some shoulder elevation
Often feels lethargic
Sport specifi c (speed etc)
CURRENT OR VERY RECENT:
Resistance/weight training
ed aerobic exercise
Previous gym 2 yrs ago, bike
Regular sport or recreation
✔ General activity
Occasional gardening
Waist / Height Ratio
Y, 2 yrs ago for 6 mths, at local
Prior exercise facility membership(s)?
fi tness Centre. Got bored, lacked
Reason for stopping?
motivation, winter
Upper arm fl exed:
List preferred timeslots (if any) and preferred maximum duration:
Blood pressure Systolic/Diastolic
Estimated VO2 max
6.2kmh, 1.0% incl
What type of exercise(s) enjoyed previously?
Based on availability, assessment results and goals:
Enjoyed biking on stationary bike in gym for a "few weeks" then got bored and did
not seek new programme, membership dropped off. Several years ago played some
social touch. Otherwise don't know but has heard weights are good for you and some
friends have recommended it.
What type of exercise(s) disliked previously?
Don't really know apart from some boredom with same
cardio session repetitively.
Copyright and use of the NZ REPs Pre-Screening Form and Guide.The NZ Register of Exercise Professionals (NZ REPs) Pre-Screening Form and guide is exclusively for the use of REPs Registered Exercise Professionals. The NZ REPs Pre Screening Form and guide cannot be copied, replicated, altered, or shared without the express written permission of NZ REPs. 2014 New Zealand Register of Exercise Professionals Limited
REPs New Zealand Pre-Screening Guide
REPs New Zealand Pre-Screening Guide
REPs New Zealand Pre-Screening Guide
Case Study #1
A sedentary and non-smoking 37-yr old male comes to your facility hoping to start a moderate-intensity exercise programme. Part of the baseline assessments at your facility includes submaximal cardiorespiratory and muscular fitness testing. His health history questionnaire indicates he has no personal or family history of heart disease. You obtain a waist-to-height ratio and BP at your facility whilst sending him off to a test centre for blood work. Below are the measures obtained:
TC = 5.09 mmol/L
waist-to-height ratio = 0.48
LDL = 3.03 mmol/L
HDL = 0.92 mmol/L
FBG = 7.26 mmol/L
TG = 4.39 mmol/L
Risk factor(s) present:
✔ Sedentary✔ Dyslipidaemia (TG/HDL ratio ≥ 4.0)✔ Impaired fasting blood glucose (elevated FBG)
– technically above the threshold for diabetes
(a metabolic disease)
Risk stratification:
✔ 2 points. Moderate, possibly high risk given FBG test
but only on this one occasion. Needs follow-up to
confirm result.
✔ Proceed with caution and the client should be
referred to GP for exam given the metabolic profile.
In particular, the FBG value is suggestive of possible
diabetes – a known metabolic disease
REPs New Zealand Pre-Screening Guide
Case Study #2
An active and non-smoking 57-yr old female has entered your facility and would like to begin exercising more vigorously, including high intensity resistance training circuit classes. The only testing consists of height and weight. Her pre-screen paperwork reflects no personal or family history of heart disease. A copy of her most recent physical reveals the following information:
TC = 4.53 mmol/L
waist-to-height ratio = 0.42
LDL = 2.87 mmol/L
HDL = 1.34 mmol/L
HbA1c = 32 mmol/mol
Risk factor(s) present:
Risk stratification:
REPs New Zealand Pre-Screening Guide
Case Study #3
A sedentary and non-smoking female (46yrs) comes to your facility to start a moderate-intensity aerobics class. Her health history questionnaire indicates she has no personal history of heart; however, she reports some shortness of breath the last several months when climbing stairs. Additionally, her pre-screen reflects that both her father and mother died of heart attacks in their mid-forties. A copy of her most recent physical reveals the following information:
TC = 4.68 mmol/L
LDL = 2.53 mmol/L
HDL = 1.45 mmol/L
HbA1c = 24 mmol/mol
Risk factor(s) present:
Risk stratification:
REPs New Zealand Pre-Screening Guide
Case Study #4
A sedentary, non-smoking male (42yrs) comes to your facility to start an exercise programme. His pre-screen indicates he has no personal or family history of heart disease. You obtain the following assessment values at your facility during the pre-screen process:
TC = 5.38 mmol/L
BMI = 33.2 kg/m2
LDL = 3.47 mmol/L
HDL = 1.42 mmol/L
FBG = 5.35 mmol/L
TG = 1.30 mmol/L
Worksheet:
Risk factor(s) present:
Risk stratification:
REPs New Zealand Pre-Screening Guide
MODEL RESPONSES for Each Client Case Study
Case Study #1
Risk factor(s) and/or,
Signs & Symptoms and/or;
✔ Dyslipidaemia (TG/HDL ratio ≥ 4.0)
Disease(s) present:
✔ Impaired fasting blood glucose (elevated FBG) – technically above the threshold for diabetes (a metabolic disease)
Risk stratification
✔ Proceed with caution and the client should be referred to GP for exam given the metabolic profile. In particular, the FBG value is suggestive of possible diabetes – a known metabolic disease.
Case Study #2
Risk factor(s) and/or,
✔ Age (female ≥ 55 yr)
Signs & Symptoms and/or; Disease(s) present:Risk stratification
✔ The client should be safe to progress with vigorous-intensity exercise. The only risk factor present is age. All other measures fall within normal ranges.
Case Study #3
Risk factor(s) and/or,
Signs & Symptoms and/or;
✔ Hypertension (SBP ≥140 and/or DBP ≥ 90 mmHG)
Disease(s) present:
✔ Family history of heart disease Shortness of breath with exertion
Risk stratification
✔ The client should be referred to GP for exam. The individual has 3 risk factors, including a strong family history; and reports shortness of breath with exertion – this is a sign & symptom of underlying cardiovascular or pulmonary disease.
Case Study #4
Risk factor(s) and/or,
Signs & Symptoms and/or;
✔ Dyslipidaemia (elevated total cholesterol and LDL cholesterol)
Disease(s) present:
✔ Obesity (BMI ≥ 30 kg/m2)
Risk stratification
✔ Moderate risk
✔ The client can proceed with moderate-intensity exercise. If client wishes to participate in vigorous-intensity exercise it may be prudent to refer the individual to a GP prior.
REPs New Zealand Pre-Screening Guide
Section C.1 PURPOSE OF THE PRE-SCREEN
Why is pre-screening performed?
Exercise training will be relatively safe for the majority of
clients, even those with multiple chronic conditions, provided
that appropriate assessment and screening is performed
prior to beginning the programme (23). The likelihood of
an adverse event, although not entirely preventable, can
be markedly reduced with baseline assessments, risk
stratification, and patient education (1).
It is likely individuals with multiple chronic conditions will be stratified into a high-risk category and therefore require GP clearance and consent to participate in an exercise programme. Importantly, clients and Registered Exercise Professionals alike should inquire with their medical team about any specific limitations to be aware of when designing the exercise programme. The pre-screen process will also help identify central problems that can prove useful in designing the exercise programme and recognising limitations. For example, a hypertensive individual taking a medication may require a careful cool down after each and every exercise session or they may become lightheaded.
What are the main goals of the
pre-screening procedure?
Prior to designing and implementing an exercise
programme, it is essential for Registered Exercise
Professionals to acquire as much information as possible
about the client. Accomplishing each of the following goals
will increase the likelihood of a safe and effective exercise
programme:
Identify goals of the exercise programme
Identify those at increased risk for either disease and/or event based on the presence of risk factors
Identify persons with significant existing disease
Identify individuals with other special needs
REPs New Zealand Pre-Screening Guide
Section C.2 ESTABLISHING PROGRAMME GOALS
How can Registered Exercise
factors! Research has reported that following three months of
Professionals best assist clients
aerobic training the typical improvement in cardiorespiratory
prioritise goals?
fitness can be expected to be between 10-30%. These changes pay big dividends in terms of long term health as
An initial and considerable challenge facing Registered
the literature suggests a 15% reduction in mortality for a 10%
Exercise Professionals at the beginning of a partnership
improvement in cardiorespiratory fitness (11).
with a new client is to assist them in successfully prioritizing the goals for the exercise programme. Simply put – what
should the primary objectives of an exercise programme be
Next to low cardiorespiratory fitness hypertension has
for most clients? Undoubtedly every client will have different
been implicated in the second highest number of overall
outcomes in mind when desiring to become more active,
deaths amongst American adults according to one study
however; because CVD has been the most pressing health
(5). Research has shown an inverse relationship between
problem in New Zealand for the last 50 years it is logical
exercise and blood pressure levels. Accordingly, it is to be
that most adults engage in exercise programmes aimed at
expected that engaging in a regular exercise programme
reducing the risk of CVD development and CVD mortality.
will confer benefits in terms of blood pressure reduction. If
To accomplish this goal it is paramount to understand how
truth be told, no other health outcome, compared to blood
those risk factors that contribute to the process of CVD
pressure, benefits nearly as quickly from performing exercise.
development and mortality are positively modified with
A single, acute bout of moderate intensity exercise can lower
exercise training.
systolic blood pressure by 5-7 mmHg for up to a remarkable 22 hours following the completion of the exercise session (3). Interestingly, the chronic benefits from exercise training in
What are the major CVD risk factors
terms of blood pressure reduction are less pronounced with
that can be positively modified with
the literature reporting a decrease of 3mmHg and 2 mmHg
exercise?
in systolic and diastolic blood pressure, respectively after
Major risk factors for CVD include low levels of
anywhere between one to six months of aerobic training (12).
cardiorespiratory fitness, dyslipidemia (for example, elevated
Although these changes appear rather unassuming, it has
low density lipoprotein – LDL cholesterol and low high
been demonstrated that blood pressure decreases of as little
density lipoprotein – HDL cholesterol), hypertension, Type
as 2 mmHg are associated with a 6% decrease in stroke
2 diabetes mellitus (T2DM), and obesity (5). Registered
mortality and a 4% decrease in coronary artery disease (7).
Exercise Professionals should make every effort to acquire
baseline measurements of all these parameters for each client. Subsequently, the obtained values can be evaluated
The number one goal for many clients initiating an exercise
for whether or not any of the risk factor numbers place
programme is to lose weight. Given both the widespread
the client in an elevated risk category. If so, positive
prevalence of obesity and the fact that excessive fat mass
changes to those specific risk factors should be a primary
is associated with a myriad of unhealthy conditions this is
exercise programme outcome. REGISTERED EXERCISE
an admirable target. Regrettably, clients frequently establish
PROFESSIONALS should also understand how much
weight loss goals which are incongruent with what the
improvement is expected for each parameter and how long
scientific literature suggests are likely to occur with exercise
training. Comprehensive reviews, focused on the topic of weight loss and exercise, report weight reductions of
• Cardiorespiratory fitness
approximately 0.5 to 1.4 kg with 4 months of training (22).
Cardiorespiratory fitness has been coined the ultimate health
Yet, for the Registered Exercise Professional, it is of absolute
outcome (13), and for good reason; it has been shown
importance that they clarify to their clients that these relatively
that low cardiorespiratory fitness accounts for more deaths
modest changes bestow important overall health benefits.
in both men and women than any other CVD risk factor
A number of studies have linked substantial improvements
(5). The good news is that low cardiorespiratory fitness is
to various chronic disease risk factors, including low
exceptionally modifiable. In fact, improvements in fitness
cardiorespiratory fitness, insulin resistance, and low HDL
will likely be more pronounced when compared to other risk
cholesterol, with weights loss reductions of only 2 to 3% (9).
REPs New Zealand Pre-Screening Guide
• Type 2 Diabetes
T2DM is currently an epidemic that is projected to worsen;
Dyslipidemia refers to abnormalities in the blood lipid and
it has been estimated that 300,000 New Zealanders
lipoprotein profile of which elevations in total cholesterol, LDL
have T2DM (26). Heart disease death rates are two to
cholesterol, and triglycerides, along with low HDL cholesterol,
four times higher in those with T2DM compared to those
are characteristic features. These parameters may be
without the metabolic condition (14). The hallmark benefits
modified with regular exercise. Three months of aerobic
of regular exercise in those with T2DM include increased
training has been linked to increases in HDL cholesterol
insulin sensitivity, decreased HbA1C, and reduced insulin
of 0.05 – 0.2 mmol/L (10). Likewise, regular exercise over
requirements. Chronic aerobic training over two to 12
similar time periods results in LDL cholesterol reductions
months has been reported to decrease HbA1C levels by
between 3-10% (17, 30). Total cholesterol and triglycerides
0.6% (8). This reduction is clinical significant for T2DM
can also be attenuated following several months of regular
clientele and has been linked with a 22% reduction in
exercise; typical decreases in total cholesterol are 4-20%
microvascular complications and 8% reduction in rate of
while triglycerides are lowered by 0.13 – 1.0 mmol/L (10).
myocardial infarctions. In nondiabetics regular exercise also
These positive modifications to the lipid profile yield important
provides important benefits in terms of maintaining normal
overall health benefits. It has been estimated that for every
insulin sensitivity and blood glucose control. For example,
0.02 mmol/L increase in HDL cholesterol, the risk of a CHD
it has been reported that two months of aerobic exercise
event is reduced by 2 to 3% (27). Moreover, it has been
training reduces fasting blood glucose levels by 0.15
purported that for every 1% decrease in LDL cholesterol
there is a corresponding 1% reduced risk for significant heart disease events (24). Similarly, each 1% reduction in total cholesterol levels has been associated with a 2% decrease in CVD rate (25). Research has indicated that the above-mentioned modifications are most likely to be seen in HDL and triglycerides, while the adaptations in total cholesterol and LDL cholesterol are not as universal.
The expected change, timeline, and meaningfulness for key health outcomes
10% VO2max = 15% risk of mortality
Systolic blood pressure
2mmHg SBP = 6% stroke mortality and 4% CHD
Diastolic blood pressure
No data available
2-3% weight = improvements in other risk factors
Fasting blood glucose
No data available
0.6% HbA1c = 22% microvascular complications and 8% reduced rate of MI
Total cholesterol
1% TC = 2% CVD rates
1% LDL = 1% risk of CHD event
0.02 mmol/L HDL = 2-3% risk of CHD event
No data available
It is paramount that Registered Exercise Professionals assist their clients with establishing attainable goals. Understanding the expected change in key health outcomes and the expected timeframe to achieve these adaptations will result in the most realistic and triumphant result.
REPs New Zealand Pre-Screening Guide
Section C.3 RISK FACTORS AND SIGNS/SYMPTOMS
How can clients at increased risk
for either disease and/or event be
identified?
Clients with positive risk factors for cardiovascular disease
are at increased risk for ultimately developing cardiovascular
disease and/or experiencing an exercise-related cardiac
event. Positive risk factors are elements that contribute
towards disease profession. Similarly, clients with known
signs and/or symptoms of cardiovascular, pulmonary, and/
Common signs and symptoms
or metabolic disease are at increased risk of an exercise-
of Cardiovascular, Pulmonary,
related cardiac event or other complication.
and Metabolic Disease.
i. Positive risk factors for cardiovascular disease are
Pain or discomfort in chest, arm, neck, jaw (ischemia)
ii. Common signs and symptoms of cardiovascular, pulmonary, and metabolic disease. These individuals will
SOB at rest or w/ mild exertion
require medical referral and clearance before
Dizziness or syncope
commencing exercise.
Orthopnea or paroxysmal nocturnal dyspnea
Positive Risk Factors for Cardiovascular Disease
Palpitations or tachycardia
Known heart murmur
Unusual fatigue or SOB with usual activities
REPs New Zealand Pre-Screening Guide
Section C.4 CRITERIA FOR CARDIOVASCULAR DISEASE
What are the defining criteria for the positive cardiovascular disease risk factors?
The presence of positive cardiovascular disease risk factors (listed below) provides a framework for risk stratifying clients.
The overall number of positive risk factors should be totalled. In the event there is no available information for a specific positive
cardiovascular disease risk factor it has been recommended elsewhere (1) to assume the worst case scenario and count the
risk factor.
Defining criteria for positive cardiovascular disease risk factors.
• MI, coronary revascularization, or sudden death: ✔ before 55 yr in father or 1o male relative ✔ before 65 yr in mother or 1o female relative
✔ Men ≥ 45yr✔ Women ≥ 55yr
• Current smoker or quit within previous 6 months
• BP ≥ 140 mmHg SBP and/or ≥ 90 mmHg DBP ✔ on 2 occasions ✔ or on antihypertensive medication
• HDL < 1.04 mmol/L (40 mg/dL) or• LDL ≥ 3.37 mmol/L (130 mg/dL) or • Triglycerides (TG) ≥ 1.7 mmol/L or • TG/HDL ratio ≥ 4.0 or • On lipid lowering meds • TC ≥ 5.18 mmol/L (200 mg/dL ) *only use if all that is available
• Fasting BG ≥ 5.50 mmol/L (100 mg/dL) on 2 occasions• HbA1c ≥ 40 mmol/mol
• BMI ≥ of 30 kg/m2 ✔ waist >102 cm for men, >88 cm for women ✔ waist-to-height ratio: ≥0.60
Sedentary lifestyle
• no regular exercise programme ✔ do not meet minimal PA recommendations ✔ < 30 min mod-intensity; < 3 days/wk; < 3 months
REPs New Zealand Pre-Screening Guide
Section C.5 RISK STRATIFICATION
How can healthy history and risk factor
information be used to risk
stratify clients?
Upon obtaining a completed REPs pre-screen and
measures of positive cardiovascular disease risk factors
Registered Exercise Professionals are in a position to risk
stratify new clients into one of 3 classifications:
The criteria for each of these classifications is as follows:
Low risk - individuals who are asymptomatic with no
diagnosed disease and have no more than one major
CVD risk factor
Moderate risk - Individuals who are asymptomatic
with no diagnosed disease and have two or more major
CVD risk factors
High risk - Those with known cardiovascular,
pulmonary, or metabolic disease or have one or more
signs/symptoms suggestive of cardiovascular or
pulmonary disease
REPs New Zealand Pre-Screening Guide
Section D EXERCISE-MEDICATION INTERACTIONS
My client is taking medication –
Common medication #1:
what do I need to know?
Mechanism of action:
Thousands of New Zealanders currently take prescribed
Beta blockers are commonly prescribed medications for
medications in an effort to manage various chronic diseases.
hypertension and heart disease. Beta blockers function by
It is paramount for Registered Exercise Professionals to
preventing the binding of epinephrine to receptors in the heart.
gain a better understanding of the effects these common
This results in both decreased resting and exercise HR and BP
medications can have on the exercise response. This next
values. Commonly prescribed beta blockers include atenolol
section will provide a basic understanding of 5 common
medications clients may be taking, how they affect exercise, and modifications required to the exercise programme.
Interaction between medication and exercise response:
The therapeutic effect provided by beta blockers also means an altered physiological response to exercise. Beta blocker treatment blunts the usual increases in HR and BP corresponding to higher exercise intensities/workloads. Beta
The location of the targeted effect of
blockers can also cause glucose intolerance in diabetics by
common medications.
masking the symptoms of hypoglycemia.
Modifications required in the exercise programme:
The fact that beta blockers reduce the HR response to exercise means traditional methods for establishing target HR (e.g., peak HR method or HR reserve method) are likely to be invalid. The most important modification required of the exercise programme for individuals taking a beta blocker is use of an alternative method for setting target intensity. The RPE scale is an excellent option. Registered Exercise Professionals should also strongly encourage diabetic patients whom are also prescribed beta blockers to regularly check blood glucose values with their glucometers prior to exercise to ensure levels are in a safe range.
REPs New Zealand Pre-Screening Guide
Common medication #2:
Common medication #3:
Mechanism of action:
Mechanism of action:
An ACE inhibitor is a medication primarily used for the
Diuretics are another class of medications commonly used
treatment of hypertension. Common ACE inhibitors include
for the treatment of hypertension. One of the most common
captopril, enalapril, and lisinopril. ACE inhibitors reduce
types of diuretics is HCTZ. Diuretics act on the kidney and
the activity of the complex renin-angiotensin-aldosterone
lead to increased urine output. An up-regulation in urine
system. Simply put, ACE inhibitors block the conversion
excretion in turn leads to a lower plasma volume thereby
of angiotensin I to angiotensin II primarily in the lungs. The
lowering blood pressure.
molecule angiotensin II is a potent vasoconstrictor of blood vessels. Therefore, reduced production of this molecule results in relaxation of the blood vessels and lower blood
Interaction between medication and exercise response:
pressure values.
In a similar manner to ACE inhibitors individuals on diuretics will have both lower resting and exercise blood pressure values. And, in a related manner, a principle concern for
Interaction between medication and exercise response:
individuals taking ACE inhibitors is that the combination of
Individuals on ACE inhibitor medication have both lower
the reduction in blood pressure from the diuretics coupled
resting and exercise blood pressure values. However,
with the natural-occurring postexercise hypotension can
it is the interaction between ACE inhibitors and the
result in excessive reductions in blood pressure.
postexercise blood pressure response that requires added attention from Registered Exercise Professionals. An acute beneficial response to exercise is a phenomenon known as
Modifications required in the exercise programme:
postexercise hypotension whereby systolic blood pressure
Clients on diuretics should be encouraged to perform a
values can be reduced by 10-20 mmHg for up to 9 hours
gradual cool down after all exercise sessions. Additionally,
after the conclusion of exercise. The concern for individuals
Registered Exercise Professionals should encourage
taking ACE inhibitors is that the combination of the reduction
clients taking a diuretic to perform a daily weight check.
in blood pressure from the medication coupled with the
This measure will ensure that the prescribed dosage of
natural-occurring postexercise hypotension can result in
diuretic is continuing to have its efficacious physiological
excessive reductions in blood pressure. This can lead to
benefits. A sudden change in weight of a few kilograms
untoward events such dizziness and in rarer instances
can help alert clients that something may be amiss and that
syncope (i.e., temporary loss of consciousness).
communication with their GP could be warranted.
Modifications required in the exercise programme:
Registered Exercise Professionals should strongly encourage a gradual cool down of 5-10 minutes of light aerobic activity that will assist the body to return to homeostasis and prevent excessive reductions in blood pressure.
REPs New Zealand Pre-Screening Guide
Common medication #4:
Common medication #5:
Mechanism of action:
Mechanism of action:
Statins are the most common medication prescribed for
Oral hypoglycemics are a class of medications commonly
high cholesterol. Statins function by inhibiting a key enzyme
prescribed for individuals with T2DM. There are three major
involved in the production of cholesterol in the liver. Common
groups of oral hypoglycemics used to control blood glucose:
statins include lipitor, zocor, and pravachol.
1) ß-Cell stimulants for insulin release, 2) drugs to improve insulin sensitivity, and 3) drugs that decrease intestinal absorption of carbohydrates. ß-Cell stimulants function by
Interaction between medication and exercise response:
inciting insulin release from the pancreas. These medications are taken with meals and help alleviate excessive increases
Caution is advised when exercise is performed by individuals
in post-meal blood glucose levels. The latter two oral
taking statins. Although not common there are occasional
hypoglycemic categories have little effect on the exercise
instances where statins are associated with exertional
response. A few common ß-Cell stimulants include glipizide
rhabdomyolysis. Rhabdomyolysis is a condition in which
and glyburide.
damaged muscle disuse breaks down and releases cellular content (e.g., protein myoglobin) into the blood. These products can be harmful to the kidney. The incidence
Interaction between medication and exercise response:
of exertional rhabdomyolysis is higher in de-conditioned individuals performing high-intensity exercise, most notably
The transport of glucose from the blood into the muscle
resistance training and eccentric exercises. The condition is
cell is facilitated by the transporter protein GLUT-4. These
also likely to be worsened if the high-intensity exercise is also
transporter proteins respond to two signals – insulin and
performed in hot and/or humid environments.
exercise. Because of the insulin stimulation from ß-Cell stimulants, when combined with exercise, there is increased potential for hypoglycemia (i.e., low blood glucose).
Modifications required in the exercise programme:
There are several preventative measures Registered Exercise
Modifications required in the exercise programme:
Professionals can practice to avoid exertional rhabdomyolysis:
The most important modification to the exercise programme
1. All exercise programming (aerobic and resistance
for those clients' prescribed oral hypoglycemics is frequent
training) should begin at low-intensity and progress
monitoring of blood glucose values. It should be noted that
it is not the responsibility of the exercise professional to
2. Registered Exercise Professionals should be vigilant to
check blood glucose values. Rather, the client should bring
the signs and symptoms of exertional rhabdomyolysis.
their own glucometer and glucose strips which should have
These may include muscle stiffness and/or pain, fatigue,
been prescribed by a physician or endocrinologist.
and dark coloured urine.
3. Clients should always be encouraged to remain hydrated
and exercise at cooler ties of the day (if outside).
Key take home message
The combination of an aging New Zealand population along with the widespread prevalence of various chronic diseases heightens the chances that the next client coming to you for exercise guidance will also be taking a prescribed medication. This section highlighted how common medications influence the exercise response. Key modifications required of the exercise programme to accommodate interactions between medications and the exercise responses were also identified.
REPs New Zealand Pre-Screening Guide
Section E THE PRE-SCREEN TO EXERCISE
PROGRAMME TRANSITION
Will more of my clients be healthy or persons with multiple chronic diseases?
In 2011/2012 just over half (54%) of New Zealanders met national physical activity recommendations (31). Older New Zealanders are currently both the least physically active and the most rapidly growing of any age group. Physical inactivity is associated with numerous unhealthy conditions, including obesity, hypertension, T2DM, and CVD (4). Moreover, the presence of specific chronic conditions can lead to an even greater propensity of comorbidities. For instance, almost all clients with diabetes have at least one other chronic condition and nearly half have 3 or more comorbidities (32). The prevalence of common chronic and clinical populations is displayed in the table below. Collectively these factors make it increasingly likely that Registered Exercise Professionals will be interacting with clientele other than apparently healthy adults. Although there are exercise programming guidelines for older adult and various chronic-diseased populations, these recommendations exclusively address each group separately. This is unfortunate because rarely does a client possess only one chronic condition; rather it is much more likely that they will have multiple conditions (co-morbidities). This section will explain critical measures that can be taken to successfully break down complex cases into simple ones and ultimately lead to safer and more effective exercise programme outcomes.
Prevalence of common chronic and clinical populations.
15% of adults (15 and older)
Cardiac heart disease
Metabolic Syndrome
*modified from references (29, 31)
REPs New Zealand Pre-Screening Guide
How can exercise programming for complex clients be made more manageable?
Presently, both the New Zealand Heart Foundation (26) and Ministry of Health (31) list sedentary lifestyle as a controllable risk
factor for many chronic health conditions. Accordingly, exercise is a common therapeutic intervention strategy for clients with
comorbidities. Next, the complex scenario of designing an exercise programme for persons with multiple chronic conditions is
broken down into four simple and manageable steps.
To fully appreciate the arduous task of working with
A critical shortcoming to our overall current healthcare
individuals with multiple chronic conditions, it is paramount
model for the management of chronic conditions is that the
to recognise that the presence of these comorbidities may
treatment has historically been approached in a singular
serve as competing demands on client's self-management
fashion. For example, an Endocrinologist might provide
resources, thus reducing the time and energy an individual
recommendations for a diabetic, while a Rheumatologist
has remaining to devote to each and every condition (6).
can provide guidance to an arthritic patient; yet it would
Accordingly, these individuals will require additional guidance
be rare for either medical professional to make note of the
and resources to ensure that other conditions are managed
concurrent chronic condition when devising a therapeutic
effectively. An individual with a severe and symptomatic
intervention. In fact, it has been noted that patients
condition, such as heart failure, will likely have considerable
infrequently receive guidance from medical professionals on
difficulty managing other conditions (e.g., T2DM). In these
prioritizing and managing multiple chronic conditions (18). It
circumstances, a severe limitation should not preclude the
is important to recognize that this philosophy also extends
exercise professional from designing a routine that targets
to current exercise guidelines for chronic conditions. As is
each individual condition (18).
summarized in Table 1, the exercise prescription guidelines for common chronic conditions are presented in a separate
The exercise professional may need to be creative in
and uniform manner (1). Given the strong likelihood that
modifying the routine to sufficiently accommodate limiting
your client will possess multiple chronic conditions, exercise
factors, yet ensure thresholds for frequency, intensity, and
professionals must be prepared to meet the challenge of
time are also met to elicit positive training effects. Individuals
developing a suitable comprehensive exercise programme
with multiple comorbidities may possess conditions (e.g.,
that addresses each of the client's chronic conditions.
low back pain, lupus, osteoarthritis, fibromyalgia) that fluctuate significantly from day-to-day in terms of severity.
A requisite task is to initially create two separate lists,
Exercise professionals must be prepared to accommodate
which prioritise the chronic conditions of a client in terms
an ever-changing chronic condition landscape with these
of 1) long-term mortality risk and 2) symptom limiting.
types of clients and constantly adjust the session to best
The chronic condition topping the list in terms of mortality
serve the client on any given day. Clients with comorbidities
risk should ideally be the primary focus of the exercise
will require a high degree of monitoring to ensure proper
programme. For example, an individual with heart disease,
adherence of the established exercise regimen and to
osteoporosis, and arthritis should be most concerned about
determine that the physiological responses to each session
management of the heart disease. Epidemiological data
are normal. Exercise professionals should be knowledgeable
clearly shows an individual is more likely to die from heart
of, and able to educate clients on, the potential signs that
disease compared to the two other chronic conditions (21).
would warrant the termination of exercise.
Yet a primary focus on the management of the heart disease in this instance should not be misinterpreted to mean a
The last point to understand concerning exercise
singular and exclusive focus on only that condition. The
programme design for clients with multiple conditions is vital.
exercise programme similarly needs to also be formulated
Although exercise can be applied as powerful therapeutic
with the aim of positively modifying each of the other two
intervention, there are certainly reasonable limitations to its
conditions. Concurrent to designing an exercise programme
overall effectiveness with each condition. There is powerful
based upon the ‘long-term mortality risk' list, is also the
evidence for a favourable relationship between exercise
requirement for adjusting parameters of the training routine
volume and numerous conditions, including risk of coronary
in accordance with the ‘symptom limiting' list. As previously
artery disease mortality, obesity, dyslipidemia, Type 2
mentioned, there will undoubtedly be occasions where
diabetes, and colon cancer (1, 20, 28). On the other hand,
an individual's unstable condition (e.g., arthritis) dictates
conditions such chronic obstructive pulmonary disease,
that the exercise session or programme revolves around
Alzheimer's disease, and chronic low back pain, just to list a
the limiting symptom(s). For instance, although specific
few, may not see a marked improvement as a result of the
weekly energy expenditure volume and exercise intensity
REPs New Zealand Pre-Screening Guide
thresholds must be surpassed to positively modify coronary
with establishing the basic parameters of the exercise
heart disease (1), these limits may be unattainable amid an
prescription around the various conditions of an individual.
arthritic flair-up. In view of these circumstances, the exercise
Let's consider an individual who has arthritis, dyslipidemia,
professional may elect to amend the routine in various
hypertension, and T2DM. As highlighted in the previous
manners, including decreasing the exercise volume and/or
section there are different strategies to establishing the
intensity, altering the exercise modality from land- to water-
overall exercise programme. One guideline to employ when
based, or rescheduling the exercise session to another day
designing the programme is to follow the specific exercise
when the symptoms are less restrictive.
prescription for the chronic condition that poses the greatest risk of mortality for the individual. In this instance, Type 2 diabetes is generally considered to increase the risk for
How important is it to improve muscular fitness?
heart disease and all-cause mortality (33) more so than
A balanced and comprehensive exercise programme
the other conditions. Concomitantly, the other chronic
should not consist of aerobic training exclusively, but also
conditions and specific limiting symptoms must also be
resistance training exercises. Importantly, over the past
carefully considered when formulating the programme. In
10 years there has been a wealth of research highlighting
this instance, the frequency and time parameters of the
the various health benefits of regular resistance training to
exercise prescription for each condition is comparable. Yet,
improve muscular fitness, including enhanced functional
there are some marked differences in the exercise intensity
capacity, positive cardiometabolic profile, lowered risk of
recommendations between conditions. While both moderate
cardiac events, and reduced risk of mortality from all causes
(64% to <77% HRmax) and vigorous (77% to <90%
(2). The fact that resistance training can positively modify
HRmax) exercise intensity are recommended in obesity
body composition (i.e., improved muscle mass and reduced
and T2DM populations, as can be noted from Table 5.2,
fat mass) makes it an important strategy for the prevention
vigorous intensity exercise is not recommended for either
and treatment of metabolic syndrome. Further, regular
hypertensive or arthritic populations. Therefore, it would be
resistance training helps preserves bone mass as individual's
prudent for the exercise professional to adopt the exercise
age, thus reducing the risk of one developing osteoporosis
prescription for T2DM in this scenario, provided the exercise
later in life. Moreover, it is well recognised that one of the
intensity was restricted to a moderate category.
most important factors involved with good balance is
An alternative strategy is to use the exercise prescription
optimal muscle strength. As such, regular resistance training
guidelines for a single chronic condition that proves to be
that improves and/or maintains muscle strength will help
the most limiting of the multiple conditions for each client.
preserve balance, especially as one ages. This in turn will
In particular this approach is warranted when the client
play an important role in reducing the risk of falls. Overall,
is symptomatic or the condition is not stable. Arthritis is
there is strong scientific evidence to support the numerous
characterized by periodic episodes of acute inflammation.
health benefits of a structured and progressive resistance
Pain and discomfort are common throughout these
training programme.
flares, and without sufficient caution, exercise can actually exacerbate the symptoms (1). Under these circumstances it would be ill-advised to pursue the exercise prescription
guidelines for T2DM despite it topping our greatest risk
In general, the exercise prescription for individuals with
for mortality list. On the contrary, an exercise prescription
comorbidities can follow the FITT framework. The table
resembling the guidelines for arthritis recommended would
below summarizes the basic evidence-based guidelines
be more suitable.
for common clinical populations. This resource can assist
The exercise prescription for common chronic and clinical populations
64% to <77% HRmax
64% to <90% HRmax
64% to <77% HRmax
Metabolic Syndrome
64% to <77% HRmax
64% to <90% HRmax
64% to <90% HRmax
* Modified from References (1, 16)
REPs New Zealand Pre-Screening Guide
Step #4
The final step in all evidence-based practice programmes
The considerable challenge of designing
is the review of performance. Exercise professionals should
exercise programs for clients with comorbidities
regularly review the first 4 steps (Scenario, Understand,
requires a simplified approach for Registered
Prioritize, Exercise Programme Design) and seek ways to
Exercise Professionals. This section conveyed
improve in the future. Given the aforementioned complexity
4 basic steps to follow with each client to
of exercise programme design for individuals with multiple
accomplish the explicit goal of a safer and more
chronic conditions, frequently reviewing all aspects of the
effective exercise programme outcome. It is
programme is mandatory. It is absolutely paramount for the
important to note that the primary focus of this
exercise professional to comprehend and fully appreciate
section was to outline the procedures required
the unstable nature of most chronic conditions (18, 28).
to assist Registered Exercise Professionals with
Quite simply put – the aims of your exercise programme are
breaking down complex cases into more simple
unpredictable and moving targets. You will be required to
and manageable tasks. Additionally, it centred
revise your mortality risk and symptom-limiting lists multiple
on special considerations needing attention
times. Likewise, the occasions where you will need to
when interacting with and providing exercise
modify the exercise routine to accommodate the sudden
programming for clients with multiple chronic
worsening of a symptom-limiting condition will be of irregular
diseases. The intent of this section was not to
frequency and duration.
be exhaustive in its scope of addressing each and every chronic condition the Registered Exercise Professionals will encounter in their
The review process also provides exercise professionals with
career. Listed below the Registered Exercise
the opportunity to provide clients with valuable feedback
Professional will find a brief list of excellent
on the effectiveness of the programme. Understanding the
resources concerning the pathophysiology
typical improvement (if any) for each chronic condition that
and exercise guidelines for dozens of chronic
can be expected through an exercise intervention, along
conditions. It is highly recommended that these
with the time course to achieve this modification, will help
resources are utilised by Registered Exercise
the exercise professional provide meaningful feedback to
Professionals when implementing the steps
clients. Remember an improvement for all chronic conditions
outlined in this section with future clients.
is not always a feasible expectation (19). There will be scenarios where simply maintaining functional capacity or stabilizing the disease process can, and should, be viewed as a successful outcome.
REPs New Zealand Pre-Screening Guide
REPs Physical Activity Readiness Questionnaire (PAR-Q)
The REPs PAR-Q form is NOT INTENDED as an alternative to the main REPs Pre-Screening form, as it does not provide the
detail needed to develop personalised exercise assessment and prescription.
The PAR-Q is designed for quick, easy, and independent completion by the facility user.
It is specifically and exclusively intended for the following situations:
Unsupervised exercise facilities for users to sign prior to entry
Casual visitors to an exercise facility who will otherwise receive no further individual attention from a Registered Exercise
Professional. For example, a facility receptionist could request that a non-member visitor complete and sign the PAR-Q
prior to facility use.
NZ Register Of Exercise Professionals
Physical Activity Readiness Questionnaire (PAR-Q)
Medical Provider(s) Name and Contact:
This form is used to identify if it is safe for you to commence unsupervised exercise.
Please read the questions carefully and answer each one to the best of your knowledge
Has your doctor ever said that you have a heart condition or have you ever suffered a stroke?
Do you feel unexplained pain in your chest at rest or when you do physical activity?
Do you ever lose your balance because of dizziness during physical activity?
Have you had an asthma attack requiring medical attention at any time over the last 12 months?
If you have diabetes, have you had trouble controlling your blood glucose at any time over the last 6 months?
Do you have a bone or joint problem that could be made worse by participating in exercise?
Do you have any other medical condition that may make it dangerous for you to participate in exercise?
If you answer YES to any of the questions we* do not approve that you start exercising until you have first
! consulted your GP for clearance and advice.
If you answer NO to all of the questions we* consider that it is safe for you to commence some exercise, but it is highly preferable that you consult with a Registered Exercise Professional for personal advice first.
I acknowledge that the answers I have provided above regarding my health and personal information are, to the best of my knowledge correct.
I understand that participating in physical activity and exercise can carry a risk, and I accept all responsibility for that risk.
I acknowledge that I will not be receiving any personalised exercise advice or support for this exercise session or visit.
Customer Signature: _
Name of Facility: _
For use by REPs Registered Exercise Professionals Only NZ Register of Exercise Professionals 2014
REPs New Zealand Pre-Screening Guide
Professional Referral Letter
Re: Client Name:
Your client/patient has met with me with the goal of _
I am a Registered Exercise Professional with the New Zealand Register of Exercise Professionals (REPs). Before commencing a programme of exercise for your client/patient, I have carried out the REPs exercise pre-screening process. Information gathered during the screening process included the following:
Sessions / week
Notes: (Exercise Professional: Include details of any:
Physical
Signs or Symptoms, Risk Factors, Known Conditions of
Minutes / week
Activity
medical issues identified in pre-screen results).
Intensity
(low/mod/high/ vig)
Resting HR
Resting BP
Waist Circ
Exercise professional to attach a copy of the REPs Pre-screening form, and any details of other practitioners treating the client.
In response to your client/patients pre exercise screening results, I request your guidance in relation to the following condition(s) to enable and ensure the delivery of a safe and effective exercise programme:
Based on your client/patients goals, it is intended to have them commence an exercise programme consisting of the following:
Describe the intended program focus in brief (1-2 sentences) – e.g. strength / cardio based programme group vs 1:1
REPs New Zealand Pre-Screening Guide
Please indicate any recommendations you may have in relation to their exercise programme, including specific activities they cannot or should not be undertaking at this time, or other relevant notes.
Practitioner to include any notes for the exercise professional here:
I will keep you informed of progress and any major changes in his/her condition. To acknowledge you have received this referral, please complete this section:
Status of Referral:
*please describe action required in notes
Practitioner Name:
Contact person for follow up:
**please provide new contact details in notes
Practitioner Title:
Practitioner Signature:
Please include in notes any instructions you may have regarding follow up or progress reporting.
I welcome any advice you feel necessary and can be contacted by phone or by email anytime.
I give my permission for my exercise professional to communicate with the referring Practitioner and/or my GP regarding my health status and my progress relating to my exercise programme.
Client Signature:
This letter is for use by REPs Registered Exercise Professionals Only NZ Register of Exercise Professionals 2014
REPs New Zealand Pre-Screening Guide
Resources for the Exercise Professional designing exercise
programmes for Clients with Comorbidities
Will more of my clients be healthy or persons with multiple chronic diseases?
•
ACSM's Exercise Management for Persons with Chronic Diseases and Disabilities, 3rd Ed
ACSM's Guidelines for Exercise Testing and Prescription, 9th Ed
ACSM's Resource Manual for Guidelines for Exercise Testing and Prescription, 6th Ed
American College of Sports Medicine (2014). ACSM's
10. Durstine JL, Grandjean PW, Davis PG, Ferguson MA,
Guidelines for Exercise Testing and Prescription (9th ed.).
Alderson NL, Dubose KD. Blood lipid and lipoprotein
Baltimore: Lippincott Williams & Wilkins.
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American College of Sports Medicine position stand: Quantity and quality of exercise for developing and maintaining
11. Dunn AL, Marcus BH, Kamper JB, et al. Comparison of
cardiorespiratory, musculoskeletal, and neuromotor fitness in
lifestyle and structured interventions to increase physical
apparently healthy adults: guidance for prescribing exercise.
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Medicine & Science in Sports & Exercise. 2011;
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13. Franklin BA: Fitness: the ultimate marker for risk stratification
Booth, F.W., Gordon, S.E., Carlson, C.J. and Hamilton, M.T.
and health outcomes? Preventive Cardiology. 2007;10:42–6.
Waging war on modern chronic diseases: primary prevention through exercise biology. Journal of Applied Physiology.
14. Go AS, Mozaffarian D, Roger VL, et al; on behalf of the
American Heart Association Statistics Committee and Stroke Statistics Subcommittee. Heart disease and stroke
Blair SN. Physical inactivity: the biggest public health problem
statistics—2013 update: a report from the American Heart
of the 21st century. British Journal of Sports Medicine.
Association. Circulation. 2013;127:e6–245.
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Chernof, B.A., Sherman, S.E., Lanto, A.B., Lee, M.L., Yano,
programme of moderate physical exercise on insulin sensitivity
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in nonobese, nondiabetic subjects. Clinical Journal of Sports
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characteristics. Medical Care. 1999;37:738-747.
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Chobanian AV, Bakris GL, Black HR, Cushman WC, Green
public health: updated recommendation for adults from the
LA, Izzo JL, et al. The Seventh Report of the Joint National
American College of Sports Medicine and the American Heart
Committee on Prevention, Detection, Evaluation, and
Treatment of High Blood Pressure: the JNC 7 report. JAMA. 2003;289:2560-72.
17. Kelley GA, Kelley KS, Tran ZVU. Aerobic exercise and lipids
and lipoproteins in women: a meta-analysis of randomized
Chudyk A, Petrella RJ. Effects of exercise on cardiovascular
controlled trials. Journal of Women's Health. 2004;
risk factors in Type 2 Diabetes. Diabetes Care. 2011;
18. Kerr, E.A., Heisler, M., Krein, S.L., et al. Beyond comorbidity
Donnelly JE, Blair SN, Jakicic JM, et al.; American College of
counts: how do comorbidity type and severity influence
Sports Medicine. American college of sports medicine position
diabetes patients' treatment priorities and self-management?
stand. Appropriate physical activity intervention strategies
Journal of General Internal Medicine. 2007;22:1635-1640.
for weight loss and prevention of weight regain for adults. Medicine & Science in Sports & Exercise. 2009;41:459–71.
REPs New Zealand Pre-Screening Guide
19. Kujala, U.M. Benefits of exercise therapy for chronic diseases.
British Journal of Sports Medicine. 2006;40:3-4.
20. Kujala, U.M. Evidence for exercise therapy in the treatment
of chronic diseases based on at least three randomized
List of Abbreviations
controlled trials: summary of published systematic reviews. Scandinavian Journal of Medicine and Science in Sports. 2004;14:339-345.
21. Lloyd-Jones, D., Adams, R.J., Brown, T.M., et al. Heart
disease and stroke statistics – 2010 update: a report from the
Angiotensin converting enzyme
American Heart Association. Circulation. 2010;121:e46-e215.
22. Macfarlane DJ, Thomas GN. Exercise and diet in weight
management: an updating what works. British Journal of Sports Medicine. 2010;44:1197-1201.
Chronic obstructive pulmonary disease
Coronary heart disease
23. Mangani, I., Cesari, M., Kritchevsky, S.B., et al. Physical
exercise and comorbidity. Results from the Fitness
Cardiovascular disease
and Arthritis in Seniors Trial (FAST). Aging Clinical and Experimental Research. 2006;18:374-380.
Diastolic blood pressure
24. National Cholesterol Education Programme, National Heart
Lung and Blood Institute, National Institutes of Health. Third
Fasting blood glucose
Report of the National Cholesterol Education Programme (NCEP) Detection, Evaluation, and Treatment of High Blood
Frequency, Intensity, Time, Type
Cholesterol in Adults (Adult Treatment Panel III) Final Report.
General practitioner
HbA1C Hemoglobin A1C
25. Neaton JD, Wentworth D. Serum cholesterol, blood pressure,
cigarette smoking, and death from coronary heart disease.
HCTZ Hydrochlorothiazide
Overall findings and differences by age for 316,099 white
High density lipoprotein
men. Multiple Risk Factor Intervention Trial Research Group. Archives of Internal Medicine. 1992;152:56-64.
26. New Zealand Heart Foundation website (http://www.
HRmax Maximal heart rate
Low density lipoprotein
27. Pasternak RC, Grundy SM, Levy D, Thompson PD. Spectrum
of risk factors for CHD. Journal of American College of Cardiology. 1990;27:964–1047.
28. Roberts, C.K. and Barnard, R.J. Effects of exercise and diet
on chronic disease. Journal of Applied Physiology.
NZ REPs New Zealand Register of Exercise
29. Simmons D. and Thompson C.F. Prevalence of the metabolic
Registered Exercise Professional
syndrome among adult New Zealanders of Polynesian and European descent. Diabetes Care. 2004;27:3002-3004.
Rating of perceived exertion
Systolic blood pressure
30. Tambalis K, Panagiotakos DB, Kavouras SA, Sidossis
LS. Responses of blood lipids to aerobic, resistance, and
Shortness of breath
combined aerobic with resistance exercise training: a systematic review of current evidence. Angiology. 2009;
Type 2 diabetes mellitus
31. The Health of New Zealand Adults 2011/2012: Key findings
VO2max Maximal oxygen uptake
of the New Zealand Health Survey (http://www.health.govt.nz/
1 repetition maximum
32. Wolf, J.L., Starfield, B. and Anderson, G. Prevalence,
expenditures, and complications of multiple chronic conditions in the elderly. Archives of Internal Medicine. 2002;162:2269-2276.
33. Xu, J., Kochanek, K.D., Murphy, S.L. and Tejada-Vera, B.
Deaths: Final data for 2007. National Vital Statistics Reports. 2010;58:1-135.
REPs New Zealand Pre-Screening Guide
Source: http://www.reps.org.nz/wp-content/uploads/2015/04/R1663_Prescreen_v111.pdf
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