The document describes the development of a web-based self-management system called MyCARDSS for cardiac rehabilitation. The system allows patients to complete needs assessments for cardiac rehabilitation at home using questionnaires. Interviews were conducted with professionals at 3 cardiac rehabilitation clinics to understand their referral processes, needs assessments, treatment planning, and rehabilitation processes. The clinics varied in the questionnaires used for needs assessment and services offered. A pilot study is being conducted to test implementing the MyCARDSS system in clinical practice and allow patients to complete assessments at home.