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Role of wearable devices in cardiac telerehabilitation: A scoping review

  • Alexis K. Jones ,

    Contributed equally to this work with: Alexis K. Jones, Crystal Lihong Yan

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft, Writing – review & editing

    alexiskjones@med.miami.edu

    Affiliation University of Miami Miller School of Medicine, Miami, FL, United States of America

  • Crystal Lihong Yan ,

    Contributed equally to this work with: Alexis K. Jones, Crystal Lihong Yan

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft, Writing – review & editing

    Affiliation Department of Medicine, University of Miami/Jackson Memorial Hospital, Miami, FL, United States of America

  • Beatriz P. Rivera Rodriquez,

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft, Writing – review & editing

    Affiliation Department of Medicine, University of Miami/Jackson Memorial Hospital, Miami, FL, United States of America

  • Sukhpreet Kaur,

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft, Writing – review & editing

    Affiliation Department of Medicine, University of Miami/Jackson Memorial Hospital, Miami, FL, United States of America

  • Sharon Andrade-Bucknor

    Roles Conceptualization, Data curation, Formal analysis, Methodology, Writing – original draft, Writing – review & editing

    Affiliation Department of Medicine, Division of Cardiovascular Disease, University of Miami/Jackson Memorial Hospital, Miami, FL, United States of America

Abstract

Background

Cardiac rehabilitation (CR) is an evidence-based comprehensive program that includes exercise training, health education, physical activity promotion, and extensive counseling for the management of cardiovascular risk factors. Wearable devices monitor certain physiological functions, providing biometric data such as heart rate, movement, sleep, ECG analysis, blood pressure, energy expenditure, and numerous other parameters. Recent evidence supports wearable devices as a likely relevant component in cardiovascular risk assessment and disease prevention. The purpose of this scoping review is to better understand the role of wearable devices in home-based CR (HBCR) and to characterize the evidence regarding the incorporation of wearable devices in HBCR programs and cardiovascular outcomes.

Methods & findings

We created a search strategy for multiple databases, including PubMed, Embase (Elsevier), CINAHL (Ebsco), Cochrane CENTRAL (Wiley), and Scopus (Elsevier). Studies were included if the patients were eligible for CR per Medicare guidelines and >18 years of age and if some type of wearable device was utilized during HBCR. Our search yielded 57 studies meeting all criteria. The studies were classified into 4 groups: patients with coronary heart disease (CHD) without heart failure (HF); patients with HF; patients with heart valve repair or replacement; and patients with exposure to center-based CR. In three groups, there was an upward trend toward improvement in quality of life (QOL) and peak VO2, less sedentary time, and an increase in daily step count in the intervention groups compared to control groups.

Conclusions

HBCR using wearable devices can be a comparable alternative or adjunct to center-based CR for patients with CHD and HF. More studies are needed to draw conclusions about the comparability of HBCR to center-based CR in patients with heart valve repair or replacement.

Introduction

Cardiac rehabilitation (CR) is a personalized, evidence-based, and supervised comprehensive program that includes exercise training, health education, physical activity promotion, and extensive counseling for the management of cardiovascular risk factors [1]. Aside from being a relevant component for secondary prevention, it has been shown to reduce morbidity and mortality in certain cardiac conditions [2, 3]. The American Heart Association and American College of Cardiology guidelines assign a Class I indication for referral to CR for patients after an acute myocardial infarction, coronary revascularization (percutaneous coronary intervention (PCI) or coronary artery bypass graft (CABG) surgery), chronic stable angina, and heart failure with reduced ejection fraction (HFrEF) [2, 3]. Referral after valve surgery and cardiac transplantation has also been shown to be beneficial [2, 3]. CR is covered for all the aforementioned indications by Medicare and Medicaid services, and it is even included in the consensus core set for cardiovascular performance measures as an area of future development [4]. Despite the strong recommendation for the referral of these patient groups, access to CR remains poor [1, 3]. The recent COVID-19 pandemic has further contributed to the reduction in access to CR programs [1]. Given these obstacles, research around telerehabilitation programs has increased over the past few years.

As technology advances, it permeates all aspects of our lives and plays an increasingly important role in medicine. One such aspect is wearable devices or technology. Wearable devices refer to small electronic and mobile devices or computers with communication capabilities incorporated into gadgets, clothes, or even accessories, that can be worn on the human body. This technology has the ability to monitor certain physiological functions, providing biometric data such as heart rate, movement, sleep, ECG analysis, blood pressure, energy expenditure, and numerous other parameters [5]. As such, studies have examined the use of wearable devices in movement disorders such as multiple sclerosis [6, 7]. Furthermore, recent evidence supports wearable devices as a likely relevant component in cardiovascular risk assessment and disease prevention [8]. CR has many barriers, including low attendance because of the inconveniences and costs associated with attending in-person sessions [8, 9]; however, the use of these devices has the potential to overcome these barriers and allow both affordable and reliable care from the comfort of the patient’s own home [3, 10]. Despite these promising initial results, there is still a need to further examine the role of wearable devices on a larger scale and to understand how their use can affect cardiovascular outcomes in patients who undergo CR.

The purpose of this scoping review is to better understand the role of wearable devices in home-based CR (HBCR) and to characterize the evidence regarding the incorporation of wearable devices in HBCR programs and cardiovascular outcomes. Because this technology is still novel and under development, it is relevant to identify its uses and limitations, so it can be more effectively integrated into CR programs in the future. The integration of wearable technology into CR has the potential to create more sustainable CR models that would narrow the gap in accessibility in underrepresented groups and low to mid-income areas.

Methods

We conducted a scoping review and worked closely with a librarian to ensure that we were following standard guidelines. A study protocol was published on OSF (https://osf.io/yvq2j/). This review aims to give researchers an overview of the role of wearable devices in HBCR. We chose our inclusion criteria based on Medicare guidelines and using a broad definition of a wearable device to ensure that we could provide a broad overview of this topic.

Inclusion criteria

Types of participants.

Studies were included if the patients were eligible for CR as per Medicare guidelines regardless of sex or ethnicity. Patients must have had at least one of the following conditions: acute myocardial infarction in the last 12 months, coronary artery bypass surgery, current stable angina, heart valve repair or replacement, coronary angioplasty or coronary artery stent, heart or a heart-lung transplant, and stable chronic heart failure. Studies of patients younger than 18 years old were excluded from the review.

Concept.

The core concept of this scoping review was to assess the use of wearable devices. Any study that utilized some type of wearable device during HBCR was eligible for inclusion. Wearable device was defined as any device that can be worn on any part of the body that has the capability of recording biometric data used as parameters for monitoring CR. Many wearable devices are associated with smartphone or web-based applications, and studies that include the usage of both the device and the application were eligible for inclusion. However, studies that solely use an application without a device were not eligible.

Context.

The context element of this scoping review is limited to CR that is home-based or at least with a home-based component. CR taking place in only a medical facility, either a rehabilitation center or inpatient, were not eligible either.

Types of evidence sources.

Primary research studies were included as the source of the information for this scoping review. Review articles such as systematic reviews and meta-analyses were reviewed for primary research studies but not included as a source of information in their entirety. Case reports, letters, abstracts, and opinion articles were excluded. We excluded any articles outside of English and Spanish languages where the translation was not available. Primary research studies were excluded if no results were reported.

Search strategy

Our search strategy consisted of three steps and searched health and science and multidisciplinary databases for published studies and reviews. The first step involved searching PubMed with a more limited strategy to identify additional keywords. Additionally, the results from these searches were analyzed using the Yale MeSH Analyzer (http://mesh.med.yale.edu). Next, a comprehensive search strategy was written for PubMed, peer-reviewed by a librarian, and adapted for other databases including Embase (Elsevier), CINAHL (Ebsco), Cochrane CENTRAL (Wiley), and Scopus (Elsevier). Fig 1 shows the PubMed search strategy. This search was modified and rerun as needed to ensure that all data sources were included. The final searches for each data base were run in March 2023.

The reference lists of studies were examined and extracted from the main databases by two authors. The extracted citations of the studies from the initial search were placed on Endnote and then uploaded to Covidence (https://app.covidence.org/) by one reviewer. Covidence eliminated duplicates. The initial search was only limited by language, only including articles either in Spanish or English or with an available translation.

Source of evidence selection

Selection of the titles and abstracts from the initial search was performed independently by five reviewers. For inclusion or exclusion of an article, two reviewers had to agree. If there were discrepancies in the study selection, a third reviewer made the final decision. After the initial evidence selection was finalized, the full text of all potentially eligible studies was read by four authors independently. The team met to discuss discrepancies and disagreements of the articles selected and reached a consensus by either the team or by a third party. Review articles that met inclusion criteria were not included as a whole but rather the individual studies from each review article were evaluated for inclusion or exclusion.

Data extraction

Data was extracted by four reviewers independently using a form that had been tested by the team before their use. The extracted data was then confirmed by a second reviewer.

Data items

Study and participant characteristic variables were collected and included the country the study was conducted, number of study participants, number of study participants who did not complete the study, study population, study design, CR phase, and participant age and sex. Furthermore, the type of wearable device, intervention description, intervention duration, control group description, study outcomes, and study results were collected.

Results

Fig 2 shows a PRISMA diagram [11] that demonstrates our study selection process. We searched five databases (PubMed, CINAHL, EMBASE, Cochrane Central, and SCOPUS). Covidence removed 12,276 duplicates leaving us with 21,061 articles to screen. We then screened titles and abstracts for relevance. In this initial screening process, 20,780 studies were removed. The full texts for the remaining 274 articles were reviewed to determine if they met eligibility criteria. At this point, 23 individual articles that met eligibility criteria from review articles were added. A total of 57 articles met our criteria.

We found 57 studies from 2003 to 2022, of which there were 44 randomized controlled trials, 9 cohort studies, and 2 non-randomized trials. There were four main group classifications:

  1. Patients with CHD without HF (n = 27)
  2. Patients with HF (n = 15) and
  3. Patients with exposure to center-based CR (n = 14)
  4. Patients with heart valve repair or replacement (n = 1)

Table 1 summarizes the study and participant characteristics of each study. The most studies were conducted in the United States at 8 studies [1219], followed by 6 studies in Belgium [2025]; 4 in Canada [17, 2628], the Czech Republic [2932], Japan [3336], the Netherlands [3740], and Poland [4144]; 3 in China [4547], and Spain [4850]; 2 in Australia [51, 52], France [17, 53], Germany [49, 50], Iran [54, 55], Italy [56, 57], and New Zealand [58, 59]; and 1 in Denmark [60], Finland [61], Israel [62], Kenya [63], Korea [64], and Portugal [65]. Three studies were conducted across 3 different countries [17, 49, 50]. Of the 57 studies, 39 were conducted in phase 2 CR only, 16 in phase 3 CR only, and 2 in both CR phases 2 and 3 [13, 61]. The number of participants ranged from 5 [28] to 2331 [17]. The number of participants who did not complete the study ranged from 0 [26, 44, 52, 57, 66] to 150 [58] participants, translating to an incompletion rate of 0% to 92.6%. Three studies did not report a dropout rate [37, 19, 62]. The mean age of the study participants ranged from 54.17 [47]– 74 [36] years in intervention group and from 54.83 [47]– 70 [19] in the control group. Mean age was not reported in 3 studies [37, 46, 56], and 1 study did not report age for the control group [59]. Gender recruitment was significantly imbalanced. Most studies included >70% males compared to females. Three studies did not report gender breakdown [37, 56, 65] and 2 studies did not report gender breakdown for the control group [54, 65].

Table 2 summarizes the parameters and outcomes for each study. The common outcomes measured in these studies were cardiovascular (CV) risk factors, costs, daily steps, exercise capacity, physical activity (PA), psychological status, quality of life (QOL), and user experience. Psychological status was measured using various questionnaires for depression, anxiety, and self-efficacy such as the Hospital Anxiety and Depression Scale and General Self-Efficacy Scale. Similarly, QOL was measured using various questionnaires such as the SF-36 and HeartQol questionnaires. Nineteen studies mentioned risk factor outcomes with 7 reporting no difference between the two groups [20, 21, 27, 34, 40, 48, 50] and 2 reporting improved waist-hip circumference [58, 66]. The wearable devices used varied. Seventeen studies used heart rate monitors [15, 17, 20, 25, 26, 2931, 3740, 46, 47, 52, 56]. 10 used ECG monitors [12, 28, 34, 4144, 48, 57, 64], 10 used pedometers [13, 18, 19, 33, 36, 51, 54, 55, 63, 67], 9 used accelerometers [2124, 37, 53, 65, 66, 68], 7 used health watches [14, 16, 18, 35, 6062], and 6 used other wearable sensors [27, 45, 49, 50, 58, 59].

Patients with CHD (without HF)

Most studies were conducted among patients with obstructive coronary artery disease, but 4 studies did not specifically include these patients [18, 27, 47, 68]. Out of the 27 studies in this group, 21 measured exercise capacity, 15 measured QOL, 8 measured PA/sedentary level or CV risk factors, 6 measured psychological status, 5 measured daily step count, 4 measured user acceptability/satisfaction, 2 measured cost/cost-effectiveness, and 1 measured rehospitalization.

Five studies noted improvement in peak VO2 in both groups [12, 29, 38, 39, 58], while 5 studies noted significant improvement in the intervention group [21, 31, 47, 54, 55], however, 2 studies noted no difference in peak VO2 between intervention and control group [27, 30]. Five studies noted QOL improvement in both groups [12, 29, 37, 38, 56], 3 studies noted QOL improvement in intervention group [45, 64, 68], while only one study noted QOL improvement in control group [48]. One study noted no change in QOL [14]. Intervention groups in 6 studies had a significant increase in daily steps from baseline and improvement in walking time and exercise habits [18, 30, 45, 57, 68, 69], while one study noted no significant change in daily steps [27]. Two studies found that HBCR was cost effective compared to center-based CR [56, 58]. In one study, 87% of patients reported that they would choose the intervention if available as part of usual care [59].

Patients with HF

Nine studies were conducted in patients with HF of any left ventricular ejection fraction (LVEF) [19, 2123, 34, 35, 46, 63, 66], while six studies included patients with heart failure with reduced ejection fraction (LVEF ≤40%) only [17, 28, 4144]. Nine studies had New York Heart Association (NYHA) classification criteria [17, 28, 35, 4144, 46, 63], while 6 studies did not [19, 2123, 34, 66].

Out of the 15 studies in this group, 11 measured exercise capacity; 9 measured QOL; 5 measured CV risk factors and/or hospitalization; 3 measured mortality, NYHA classification, PA, and/or psychological status; 2 measured adherence, cost-effectiveness, and/or daily step count; and 1 measured frailty, LVEF, patient activation, and/or resting heart rate.

Six studies noted significant improvement in peak VO2 in intervention group [21, 23, 4144], and 6 studies noted significant improvement in QOL [21, 23, 28, 4143, 46]. Two studies noted significant improvement in PA in the intervention group compared to the control [21, 23]. There was also a significant cost effectiveness in the intervention group compared to control group [21, 23]. Two studies noted significant reduction in composite CV mortality and heart failure hospitalization [17, 19], whereas another study noted no significant difference in either group [42].

Patients with exposure to center-based CR

Majority of these studies were conducted in patients with coronary heart disease and only 1 study included patients with heart failure [53]. All of the patients in these studies had exposure to center-based CR prior to starting HBCR. Out of the 14 studies in this group, 10 measured PA, 6 measured exercise capacity, 5 measured CV risk factors and/or daily step count, 4 measured QOL, 2 measured psychological status, and 1 measured LVEF, sedentary level, self-efficacy for PA, functional status, or training adherence.

Three studies noted improved peak VO2 in intervention group [16, 20, 50], while one study noted peak VO2 improvement in both groups [40]. Four studies noted no improvement in QOL in either group [20, 40, 50, 67]. Five studies noted significant PA improvement in the intervention group at the end of the intervention [16, 33, 51, 53, 61], while 2 studies noted no significant difference in the control or intervention group. In addition, 3 studies noted PA improvement at follow up [16, 25, 51]; however, one study noted no PA improvement at follow up in the control or intervention group [61]. The intervention group had a significant improvement or uptrend in daily step count [16, 33, 67], while there was no improvement in 2 studies [20, 61]. One study noted the intervention group had significant improvement in waist to hip ratio, compared to the center-based CR group that had an increase in sedentary time [65]. LVEF significantly improved in the intervention group, while no improvement or a decrease in LVEF was noted in the control group [50]. One study also noted there was no difference in adherence to training between different age groups of women compared to men [15].

Patients with heart valve repair or replacement

One study explored HBCR in patients after transaortic valve implantation (TAVI). Most patients were elderly (>80 years old) and 60% were men. The small cohort consistent of thirteen patients underwent HBCR with two different devices. By the end of the study, there was a large variability of physical activity between participants and a significant drop-out rate of 60%. Both physicians and patients faced many technical challenges during the intervention period. In this group of patients, HBCR was not feasible [58].

Overall, in three of the main study groups, there was a trend toward improvement in QOL and peak VO2, less sedentary time, and an increase in daily step count in the intervention groups compared to control groups.

Discussion

In this scoping review, the goal was to better understand the role wearable devices play in HBCR and to characterize the ways in which wearable devices have been used. In reviewing the articles that met the inclusion criteria, we found four main categories of studies: patients enrolled in HBCR for CHD (without HF); patients enrolled in HBCR for HF; patients who also had exposure to center-based CR; and patients enrolled in HBCR for heart valve repair or replacement. Except for patients with heart valve repair or replacement, each category had a substantial number of studies that met that criterion, allowing us to look at wearable devices in HBCR from both a more general and focused view.

Our study shows that there are many different wearable devices that can be utilized in CR. The most commonly used devices were heart rate monitors followed by ECG monitors and accelerometers. Pedometers and health watches were used slightly less frequently, and six studies [27, 45, 49, 50, 58, 59] mentioned another type of device. Regardless of the device used, HBCR seems to be an effective alternative to center-based CR. Despite the variable cost between devices, most studies showed they could be effectively used in HBCR [15, 52].

Of the 57 studies reviewed, only one had equal male and female representation [55]. Although CVD continues to be a leading cause of death for women, the CR referral rates for women are significantly lower than men [70]. Healthcare disparities between genders continues to be a significant obstacle for RCTs, and this review continues to emphasize this point. Therefore, statements about HBCR can only be generalized to men. More research regarding HBCR for women must be conducted.

Patients often express that adherence to CR is difficult because of barriers such as cost and lack of flexibility in scheduling [8, 9]. As such, HBCR is a desirable option to improve compliance. Our study demonstrates that HBCR is comparable to center-based CR in three patient groups. This is further supported by 44 of the 57 studies being RCTs. RCTs reduce selection bias of patients who might be more motivated to complete HBCR; thus, this further supports HBCR being a comparable option.

The duration of many of the studies in our review were less than three months. Only two studies reported 1 year follow-up data of previously published studies [25, 32]. Thus, more work should be done to follow patients over a longer period to see the long-term benefits and drawbacks of HBCR compared to center-based CR. With the current data, it is hard to make conclusions about the long-term sustainability of HBCR.

Additionally, a key component of CR is risk factor management and education [1]. In the studies that discussed CV risk factors, seven studies reported that there was no difference between the two groups. This shows that HBCR is as effective at managing risk factors as center-based CR further making the case that HBCR is a comparable option.

Patients with CHD (without HF)

Many of the studies included in this group compared HBCR to center-based CR. Center-based CR has proven to be effective at reducing cardiovascular risk factors, improving overall patient wellbeing, and QOL [1]. It is imperative that home-based interventions meet the same standards. As more studies are done regarding this topic, there is growing evidence in support of home-based methods as appropriate alternatives, providing patients with more flexibility and less expenses [1]. The studies that we reviewed correlated with these findings, as many studies found no differences between the two groups with both groups showing improvement in the respective measured outcomes. Of note, a few studies noted that the intervention group had a greater improvement in QOL than the control group [27, 45, 64, 68]. Thus, one may argue that this is a result of the flexibility of home-based interventions and their ability to fit more compatibly into one’s daily routine.

Patients with HF

Similarly to the CHD category, many of the studies in this subset compared home-based exercise interventions with usual care or centered-based CR and showed an increase in QOL, exercise capacity, and peak VO2 in the intervention group compared to the control group. Of note, two studies in this group focused on cost effectiveness [22, 23], and 5 studies focused CV readmission or CV hospitalization [17, 19, 22, 23, 42]. These outcomes were not as prevalently studied in the articles included in the other categories. Cost effectiveness was shown to be better in the intervention groups [22, 23], again making the case for expanding HBCR from an economic perspective. Furthering this economic argument, patients in the intervention groups also had decreased hospitalizations compared to the control groups [17, 22]. Thus, HBCR can be an effective way in saving healthcare costs.

Patients with exposure to center-based CR

In this subset of studies, most interventions involved PA monitoring after center-based CR. They then compared patients who were instructed to remotely monitor their PA with those who were in the usual care group. A majority of studies found that the intervention group had increased PA over time. It is important for patients to maintain the improvements that they make in center-based CR, and these studies make a case for the use of wearable devices for PA monitoring. If patients know that their data is being recorded, they may be more likely to continue their exercise regimen which leads to more long-term benefits.

Patients with heart valve repair or replacement

The only RCT exploring HBCR in post-TAVI patients had a very small cohort in an elderly population (>80 years old). Due to technical issues, there was a large percentage of the cohort who did not complete the study. As TAVI is becoming increasingly popular as one of the standards of care for severe aortic stenosis, more RCTs are required in this population to determine a real benefit for HBCR.

Limitations

As technology continues to advance, there are more and better wearable devices on the market that can be utilized during CR. This is an area of active research, and our review is a snapshot of the studies at the time that the search was conducted in March 2023. Additionally, the COVID-19 pandemic significantly changed how physicians and healthcare systems think about telemedicine and telerehabilitation. Although our search was conducted in early 2023, it may not reflect the full effect of the pandemic on how physicians approach CR. Lastly, because most of the patients evaluated in the included studies were males, there might be a lack of generalizability reflected in our results.

Conclusion

This review included 57 articles discussing the role of wearable devices in HBCR. These studies were divided into four main categories: patients with CHD without HF, patients with HF, patients with exposure to center-based CR, and patients with heart valve repair or replacement. Our study shows that wearable devices and HBCR can be a comparable alternative or adjunct to center-based CR for patients with CHD and HF. When comparing center-based CR and HBCR, HBCR leads to an improved QOL and peak VO2, less sedentary time, and an increase in daily step count. It is also more cost effective. More studies are needed to draw conclusions about the comparability of HBCR to center-based CR in patients with heart valve repair or replacement.

Supporting information

S1 Checklist. Preferred Reporting Items for Systematic reviews and Meta-Analyses extension for Scoping Reviews (PRISMA-ScR) checklist.

https://doi.org/10.1371/journal.pone.0285801.s001

(PDF)

Acknowledgments

We would like to thank Barbara M. Sorondo, PhD, MLIS of the Louis Calder Memorial Library at the University of Miami Miller School of Medicine for consulting on the search strategy and review methodology. We would also like to thank Mikayla Bowen, BS of the University of Miami Miller School of Medicine for assisting with the abstract and title screening.

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