alzheimer
cognitive
dementia
neurodegenerative
outpatient
⚠️
DRAFT - Pending Review
This plan requires physician review before clinical use.
Alzheimer's Disease
VERSION: 1.1
CREATED: January 27, 2026
REVISED: January 30, 2026
STATUS: Draft - Pending Review
DIAGNOSIS: Alzheimer's Disease
ICD-10: G30.9 (Alzheimer's disease, unspecified), G30.0 (Early-onset AD), G30.1 (Late-onset AD), F02.80 (Dementia in AD without behavioral disturbance), F02.81 (Dementia in AD with behavioral disturbance), G30.8 (Other Alzheimer's disease)
CLINICAL SYNONYMS: Alzheimer's disease, Alzheimer disease, AD, senile dementia of Alzheimer type, SDAT, presenile dementia, Alzheimer's dementia, dementia of the Alzheimer type, DAT, early-onset Alzheimer's, late-onset Alzheimer's, EOAD, LOAD, amyloid-related dementia, Alzheimer's-type dementia
SCOPE: Diagnosis confirmation using NIA-AA criteria, biomarker assessment, pharmacologic treatment with cholinesterase inhibitors and memantine, anti-amyloid disease-modifying therapies, BPSD management, safety planning, and caregiver support. Primarily outpatient-focused with coverage for ED and hospital presentations.
PRIORITY KEY: STAT = Immediate | URGENT = Within hours | ROUTINE = Standard | EXT = Extended/atypical cases | - = Not applicable to this setting
SECTION A: ACTION ITEMS
1. LABORATORY WORKUP
1A. Essential/Core Labs (Reversible Causes Screen)
Test
ED
HOSP
OPD
ICU
Rationale
Target Finding
CBC with differential (CPT 85025)
STAT
STAT
ROUTINE
-
Rule out infection, anemia, malignancy contributing to cognitive impairment
Normal
BMP (CPT 80048)
STAT
STAT
ROUTINE
-
Metabolic causes of confusion (hyponatremia, uremia, hypoglycemia)
Normal electrolytes, renal function
TSH (CPT 84443)
URGENT
ROUTINE
ROUTINE
-
Hypothyroidism is reversible cause of cognitive impairment
0.4-4.0 mIU/L
Vitamin B12 (CPT 82607)
URGENT
ROUTINE
ROUTINE
-
B12 deficiency causes reversible cognitive decline
>300 pg/mL (>400 optimal)
Folate (CPT 82746)
-
ROUTINE
ROUTINE
-
Deficiency contributes to cognitive impairment
>3 ng/mL
Hepatic panel (AST, ALT, albumin) (CPT 80076)
-
ROUTINE
ROUTINE
-
Hepatic encephalopathy; nutritional status
Normal
Calcium (CPT 82310)
STAT
ROUTINE
ROUTINE
-
Hypercalcemia causes confusion
8.5-10.5 mg/dL
Urinalysis (CPT 81003)
STAT
STAT
ROUTINE
-
UTI common cause of acute confusion in elderly
Negative for infection
1B. Extended Workup (Second-line)
Test
ED
HOSP
OPD
ICU
Rationale
Target Finding
Hemoglobin A1c (CPT 83036)
-
ROUTINE
ROUTINE
-
Diabetes affects cognition and vascular risk
<7.0%
Lipid panel (CPT 80061)
-
ROUTINE
ROUTINE
-
Vascular risk factor modification
LDL <100 mg/dL
Homocysteine (CPT 83090)
-
ROUTINE
ROUTINE
-
Elevated levels associated with AD and vascular disease
<15 μmol/L
Vitamin D, 25-hydroxy (CPT 82306)
-
ROUTINE
ROUTINE
-
Deficiency associated with cognitive decline
>30 ng/mL
RPR (CPT 86592) or VDRL
-
ROUTINE
ROUTINE
-
Neurosyphilis is treatable cause
Nonreactive
HIV testing (CPT 87389)
-
ROUTINE
ROUTINE
-
HIV-associated neurocognitive disorder if risk factors
Negative
ESR (CPT 85652) / CRP (CPT 86140)
-
ROUTINE
ROUTINE
-
Inflammatory or autoimmune causes
Normal
1C. Rare/Specialized (Refractory or Atypical)
Test
ED
HOSP
OPD
ICU
Rationale
Target Finding
APOE genotyping (CPT 81401)
-
-
ROUTINE
-
Risk stratification; ARIA risk assessment for anti-amyloid therapy
APOE ε4 status
Genetic panel (PSEN1, PSEN2, APP) (CPT 81406)
-
-
EXT
-
Early-onset AD (<65) with family history
No pathogenic mutation (AD diagnosis still valid)
Heavy metal panel (lead, mercury) (CPT 83655, 83825)
-
-
EXT
-
History of occupational exposure
Normal
Copper (CPT 82525), ceruloplasmin (CPT 82390)
-
EXT
EXT
-
Wilson disease if age <50 with movement disorder
Normal
Paraneoplastic antibody panel (CPT 86255)
-
EXT
EXT
-
Rapid progression; cancer history
Negative
Anti-neuronal antibodies (NMDA-R, LGI1, CASPR2) (CPT 86255)
-
EXT
EXT
-
Atypical presentation; rapid progression
Negative
2. DIAGNOSTIC IMAGING & STUDIES
2A. Essential/First-line
Study
ED
HOSP
OPD
ICU
Timing
Target Finding
Contraindications
MRI Brain without contrast (CPT 70551)
URGENT
ROUTINE
ROUTINE
-
At initial evaluation
Hippocampal and medial temporal atrophy; rule out structural causes (tumor, SDH, NPH, stroke)
MRI-incompatible devices, severe claustrophobia
CT Head non-contrast (CPT 70450)
STAT
STAT
ROUTINE
-
If MRI unavailable or contraindicated
Rule out mass, hemorrhage, hydrocephalus
None
2B. Extended
Study
ED
HOSP
OPD
ICU
Timing
Target Finding
Contraindications
Amyloid PET (CPT 78816)
-
-
ROUTINE
-
Diagnostic uncertainty; anti-amyloid therapy eligibility
Positive amyloid deposition confirms AD pathology
None
FDG-PET Brain (CPT 78816)
-
-
ROUTINE
-
Differentiate AD from FTD; atypical presentations
AD: bilateral temporoparietal hypometabolism
None
Tau PET (flortaucipir) (CPT 78816)
-
-
EXT
-
Staging AD; donanemab eligibility
Elevated tau correlates with disease stage
None
MRI Brain volumetrics (CPT 70551)
-
-
ROUTINE
-
Baseline for anti-amyloid monitoring; track progression
Quantify hippocampal and whole brain atrophy
MRI contraindications
MRI with SWI/GRE sequences (CPT 70551)
-
ROUTINE
ROUTINE
-
Pre-treatment for anti-amyloid (microbleed assessment)
Count microbleeds (<4 eligible for therapy)
MRI contraindications
EEG (CPT 95816)
URGENT
ROUTINE
ROUTINE
-
Seizures, encephalopathy, or rapid decline
Diffuse slowing typical in AD; rule out CJD
None
Sleep study (polysomnography) (CPT 95810)
-
-
ROUTINE
-
Sleep apnea contributing to cognition; RBD evaluation
Assess AHI; REM without atonia suggests DLB
None
2C. Rare/Specialized
Study
ED
HOSP
OPD
ICU
Timing
Target Finding
Contraindications
DaTscan (ioflupane I-123) (CPT 78607)
-
-
EXT
-
Differentiate DLB/PDD from AD
Reduced uptake: DLB; Normal: AD
Iodine hypersensitivity
SPECT (perfusion) (CPT 78607)
-
-
EXT
-
Alternative to PET if unavailable
Regional hypoperfusion patterns
None
Whole body PET-CT (CPT 78816)
-
EXT
EXT
-
Paraneoplastic workup if suspected
Rule out occult malignancy
None
LUMBAR PUNCTURE
Indication: Diagnostic confirmation with CSF biomarkers; clinical trial eligibility; atypical presentation; rapid progression; young-onset (<65)
Timing: ROUTINE for biomarker confirmation; URGENT if autoimmune or infectious etiology suspected
Volume Required: 10-15 mL standard; additional for research biomarkers
Study
ED
HOSP
OPD
ICU
Rationale
Target Finding
Cell count, protein, glucose (CPT 89051)
URGENT
ROUTINE
ROUTINE
-
Rule out infection, inflammation
WBC <5, protein <45 mg/dL, glucose >60% serum
CSF Aβ42 (amyloid beta 1-42) (CPT 83519)
-
ROUTINE
ROUTINE
-
Reduced in AD due to brain amyloid deposition
<600 pg/mL suggests AD pathology
CSF Aβ42/Aβ40 ratio (CPT 83519)
-
ROUTINE
ROUTINE
-
More accurate than Aβ42 alone
<0.05-0.08 suggests AD (assay-dependent)
CSF total tau (t-tau) (CPT 83519)
-
ROUTINE
ROUTINE
-
Elevated in neurodegeneration
>400 pg/mL suggests neuronal injury
CSF phosphorylated tau (p-tau181 or p-tau217) (CPT 83519)
-
ROUTINE
ROUTINE
-
Specific for AD pathology; best discriminator
Elevated p-tau181 >60 pg/mL or p-tau217 >20 pg/mL
CSF NfL (neurofilament light) (CPT 83519)
-
ROUTINE
ROUTINE
-
Non-specific marker of neuronal damage
Elevated suggests active neurodegeneration
14-3-3 protein (CPT 83519)
-
ROUTINE
ROUTINE
-
Rapid progression; suspected CJD
Negative (positive suggests CJD)
RT-QuIC
-
ROUTINE
EXT
-
Prion disease confirmation if suspected
Negative
Autoimmune encephalitis panel (CPT 86255)
-
EXT
EXT
-
Atypical presentation; subacute onset
Negative
Special Handling: CSF biomarkers require polypropylene tubes; freeze within 1 hour; send to qualified reference lab
Contraindications: Coagulopathy (INR >1.5, platelets <50k); posterior fossa mass; skin infection at puncture site
3. TREATMENT
3A. Acute/Emergent
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Treat reversible causes
Various
Identified metabolic or infectious etiology
Per specific cause :: Various :: :: Correct hyponatremia slowly, treat UTI, replace B12, treat hypothyroidism
Depends on intervention
Cognitive reassessment after treatment
STAT
STAT
ROUTINE
-
Thiamine
IV/PO
Suspected Wernicke's; alcoholism; malnutrition
500 mg IV TID x 3 days; 100 mg PO daily :: IV/PO :: :: 500 mg IV TID x 3 days if Wernicke suspected; then 100 mg PO daily maintenance
None
Clinical improvement in confusion
STAT
STAT
ROUTINE
-
Vitamin B12
IM/PO
B12 deficiency (<300 pg/mL)
1000 mcg IM daily x 7d; 1000 mcg IM weekly x 4wk; 1000 mcg IM monthly :: IM/PO :: :: 1000 mcg IM daily x 7d, then weekly x 4wk, then monthly; or high-dose oral 1000-2000 mcg daily
None
B12 level at 2 months; cognitive improvement over months
-
ROUTINE
ROUTINE
-
3B. Cholinesterase Inhibitors (Cognitive Enhancement)
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Donepezil (Aricept)
PO
Mild, moderate, or severe AD (first-line)
5 mg :: PO :: qHS :: Start 5 mg qHS x 4-6 weeks; if tolerated, increase to 10 mg qHS; 23 mg available for moderate-severe AD after stable on 10 mg
Sick sinus syndrome; second/third degree heart block without pacemaker; active GI bleeding; severe COPD
Heart rate; GI symptoms (nausea, diarrhea); vivid dreams; muscle cramps
-
ROUTINE
ROUTINE
-
Rivastigmine oral (Exelon)
PO
Mild-moderate AD; may be better for attention/executive symptoms
1.5 mg :: PO :: BID :: Start 1.5 mg BID with meals; increase by 1.5 mg BID every 2 weeks; target 6 mg BID
Sick sinus syndrome; second/third degree heart block; active GI bleeding; severe hepatic impairment
GI symptoms (most common); weight loss; bradycardia
-
ROUTINE
ROUTINE
-
Rivastigmine patch (Exelon Patch)
TD
Mild-moderate AD; better GI tolerability than oral
4.6 mg/24hr :: TD :: daily :: Start 4.6 mg/24hr patch; increase every 4 weeks; target 9.5-13.3 mg/24hr; apply to clean, hairless skin
Sick sinus syndrome; second/third degree heart block; active GI bleeding
Skin irritation (rotate sites); GI symptoms less than oral
-
ROUTINE
ROUTINE
-
Galantamine (Razadyne)
PO
Mild-moderate AD; dual mechanism (AChE inhibitor + nicotinic modulator)
4 mg :: PO :: BID :: Start 4 mg BID with meals x 4 weeks; increase to 8 mg BID x 4 weeks; target 8-12 mg BID
Sick sinus syndrome; second/third degree heart block; severe renal impairment (CrCl <9); severe hepatic impairment
GI symptoms; bradycardia; weight loss
-
ROUTINE
ROUTINE
-
Galantamine ER (Razadyne ER)
PO
Once-daily alternative for adherence
8 mg :: PO :: daily :: Start 8 mg daily with breakfast x 4 weeks; increase by 8 mg every 4 weeks; target 16-24 mg daily
Sick sinus syndrome; second/third degree heart block; severe renal impairment (CrCl <9); severe hepatic impairment
GI symptoms; bradycardia; weight loss
-
ROUTINE
ROUTINE
-
3C. NMDA Receptor Antagonist
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Memantine (Namenda)
PO
Moderate-severe AD; add to cholinesterase inhibitor
5 mg :: PO :: daily :: Start 5 mg daily x 1 week; increase by 5 mg/week: 5 mg BID, then 5 mg/10 mg, then 10 mg BID
Severe renal impairment (reduce dose if CrCl 5-29: max 5 mg BID)
Confusion, dizziness, constipation, headache
-
ROUTINE
ROUTINE
-
Memantine XR (Namenda XR)
PO
Once-daily option for adherence
7 mg :: PO :: daily :: Start 7 mg daily; increase by 7 mg/week; target 28 mg daily
Severe renal impairment (reduce dose if CrCl 5-29: max 14 mg daily)
Confusion, dizziness, constipation, headache
-
ROUTINE
ROUTINE
-
Memantine/Donepezil (Namzaric)
PO
Combination for moderate-severe AD already on both
28/10 mg :: PO :: qHS :: One capsule (28 mg memantine XR + 10 mg donepezil) once daily at bedtime; must be stable on both drugs first
Severe renal impairment; sick sinus syndrome; second/third degree heart block
Confusion, dizziness, GI symptoms, vivid dreams
-
-
ROUTINE
-
3D. Disease-Modifying Therapies (Anti-Amyloid)
Treatment
Route
Indication
Dosing
Pre-Treatment Requirements
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Lecanemab (Leqembi)
IV
Early AD (MCI or mild dementia) with confirmed amyloid pathology
10 mg/kg IV q2wk :: IV :: :: 10 mg/kg IV every 2 weeks; infuse over approximately 1 hour
Amyloid PET positive OR CSF biomarkers confirming amyloid; MRI within 1 year (assess microbleeds); APOE genotyping strongly recommended; informed consent for ARIA risk
>4 cerebral microbleeds; superficial siderosis; recent macrohemorrhage; concurrent anticoagulation (relative); APOE ε4/ε4 (higher ARIA risk - not absolute CI)
MRI: baseline, weeks 7, 14, 52, 78 (ARIA monitoring); clinical assessment for ARIA symptoms (headache, confusion, visual changes)
-
-
ROUTINE
-
Donanemab (Kisunla)
IV
Early AD (MCI or mild dementia) with confirmed amyloid AND intermediate/high tau pathology
700 mg IV q4wk x 3; then 1400 mg IV q4wk :: IV :: :: 700 mg IV every 4 weeks x 3 doses, then 1400 mg IV every 4 weeks until amyloid clearance (by PET); discontinue when PET negative
Amyloid PET positive; Tau PET showing intermediate or high tau levels; MRI baseline; APOE genotyping (higher ARIA in ε4/ε4)
Same as lecanemab; higher ARIA risk in APOE ε4 homozygotes
MRI: baseline, weeks 12, 24, 52, 76 (ARIA monitoring); repeat amyloid PET to assess clearance
-
-
EXT
-
~~Aducanumab (Aduhelm)~~
IV
DISCONTINUED — Biogen halted Aduhelm commercialization January 2024; no longer available
N/A
N/A
N/A
N/A
-
-
-
-
ARIA Monitoring Protocol:
- ARIA-E (edema): Sulcal effusion and/or cortical edema on FLAIR MRI; usually asymptomatic but may cause headache, confusion, visual disturbance
- ARIA-H (hemorrhage): Microbleeds and/or superficial siderosis on GRE/SWI
- Management: Hold infusion for symptomatic ARIA or significant imaging findings; resume per protocol after resolution (typically 4-12 weeks)
- APOE ε4 risk: Homozygotes have ~35% ARIA risk with lecanemab vs ~10% for non-carriers; requires shared decision-making
3E. Behavioral and Psychological Symptoms of Dementia (BPSD)
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Citalopram
PO
Depression; mild-moderate agitation
10 mg :: PO :: daily :: Start 10 mg daily; max 20 mg in elderly due to QT prolongation risk
QT prolongation; concurrent QT-prolonging drugs; severe hepatic impairment
ECG at baseline if cardiac risk; QTc monitoring if >20 mg
-
ROUTINE
ROUTINE
-
Sertraline (Zoloft)
PO
Depression; anxiety
25 mg :: PO :: daily :: Start 25 mg daily; increase by 25 mg every 1-2 weeks; typical dose 50-100 mg daily
MAOIs; uncontrolled seizures (lowers threshold slightly)
GI symptoms initially; bleeding risk with anticoagulants
-
ROUTINE
ROUTINE
-
Mirtazapine (Remeron)
PO
Depression with poor appetite, insomnia, and weight loss
7.5 mg :: PO :: qHS :: Start 7.5-15 mg qHS; may increase to 30-45 mg qHS; lower doses more sedating
MAOIs; angle-closure glaucoma
Weight gain (often desired); sedation; hyperlipidemia
-
ROUTINE
ROUTINE
-
Trazodone
PO
Insomnia; sundowning; mild agitation
25 mg :: PO :: qHS :: Start 25-50 mg qHS; titrate by 25-50 mg every 3-5 days; typical 50-150 mg qHS for sleep
Concurrent MAOIs; significant QT prolongation
Orthostatic hypotension (fall risk); priapism (rare); QTc
-
ROUTINE
ROUTINE
-
Melatonin
PO
Sleep disturbance; circadian rhythm dysfunction
3 mg :: PO :: qHS :: Start 3 mg qHS, 30 min before bed; may increase to 6-9 mg if needed
None significant
Daytime drowsiness; minimal side effects
-
ROUTINE
ROUTINE
-
Brexpiprazole (Rexulti)
PO
Agitation in AD (FDA approved 2023)
0.5 mg :: PO :: daily :: Start 0.5 mg daily x 1 week; increase to 1 mg daily x 1 week; target 2-3 mg daily
Black box: increased mortality in dementia (but FDA approved for this use)
Weight, metabolic parameters, EPS, falls
-
ROUTINE
ROUTINE
-
Quetiapine (Seroquel)
PO
Severe agitation/psychosis when non-pharmacologic fails
12.5 mg :: PO :: qHS :: Start 12.5-25 mg qHS; titrate slowly (25 mg increments); keep dose as low as possible
Black box: increased mortality in dementia; Parkinson's (less risk than other antipsychotics)
Metabolic effects; sedation; falls; QTc
-
EXT
ROUTINE
-
Risperidone (Risperdal)
PO
Severe aggression/psychosis (short-term only)
0.25 mg :: PO :: BID :: Start 0.25 mg BID; increase by 0.25 mg BID weekly; max 1 mg BID; limit to 6-12 weeks
Black box: increased mortality and CVA in dementia
EPS, metabolic effects, stroke risk, prolactin
-
EXT
ROUTINE
-
Haloperidol
IM/IV/PO
Acute severe agitation in delirium-crisis only (not chronic use)
0.5 mg :: IM :: q4-6h PRN :: 0.5-2 mg IM/IV q4-6h PRN; short-term acute use only; avoid chronic use
QT prolongation; Parkinson's disease; DLB (avoid)
QTc; EPS; akathisia
STAT
EXT
-
-
Non-Pharmacologic Approaches (First-Line for BPSD):
- Identify and treat underlying causes (pain, infection, constipation)
- Environmental modifications (reduce noise, adequate lighting)
- Music therapy, art therapy, pet therapy
- Structured activities and consistent routines
- Caregiver education on redirection and validation techniques
4. OTHER RECOMMENDATIONS
4A. Referrals & Consults
Recommendation
ED
HOSP
OPD
ICU
Neurology/Cognitive neurology for diagnosis confirmation, biomarker interpretation, and treatment planning
-
ROUTINE
ROUTINE
-
Neuropsychology for formal cognitive testing (MoCA insufficient) to establish baseline and track progression
-
-
ROUTINE
-
Geriatric psychiatry for BPSD management and capacity evaluation when decision-making ability questioned
-
ROUTINE
ROUTINE
-
Occupational therapy for ADL assessment, cognitive strategies, and home safety evaluation
-
ROUTINE
ROUTINE
-
Speech therapy for communication strategies and swallowing evaluation if dysphagia develops
-
ROUTINE
ROUTINE
-
Social work for caregiver support resources, community services, and long-term care planning
-
ROUTINE
ROUTINE
-
Palliative care for advanced AD symptom management and goals of care discussions
-
ROUTINE
ROUTINE
-
Elder law attorney for advance directives, healthcare proxy, and financial planning while capacity exists
-
-
ROUTINE
-
Genetics counseling for early-onset AD (<65) families or those considering predictive testing
-
-
ROUTINE
-
Driving rehabilitation specialist for formal on-road driving evaluation when ability is questioned
-
-
ROUTINE
-
Infusion center coordination for anti-amyloid therapy administration and ARIA monitoring
-
-
ROUTINE
-
4B. Patient Instructions
Recommendation
ED
HOSP
OPD
Return immediately if sudden worsening of confusion which may indicate stroke, infection, or medication toxicity
STAT
STAT
ROUTINE
If on anti-amyloid therapy (lecanemab, donanemab): return immediately for new headache, visual changes, confusion, or unsteadiness (possible ARIA)
-
-
ROUTINE
Complete advance directives (living will, healthcare proxy, POLST) while patient has capacity to document preferences for future care
-
ROUTINE
ROUTINE
Designate financial power of attorney and consider trust arrangements early while patient can participate
-
ROUTINE
ROUTINE
Do not drive until cleared by physician or formal driving evaluation; report diagnosis to DMV per state requirements
-
ROUTINE
ROUTINE
Use pill organizers, alarms, or caregiver supervision to ensure medication adherence
-
ROUTINE
ROUTINE
Wear medical alert bracelet with diagnosis and emergency contact in case of wandering
-
ROUTINE
ROUTINE
Keep environment safe: remove throw rugs, install grab bars, secure stove knobs, lock away dangerous items
-
ROUTINE
ROUTINE
Maintain consistent daily routines which help with orientation and reduce anxiety
-
ROUTINE
ROUTINE
4C. Lifestyle & Prevention
Recommendation
ED
HOSP
OPD
Regular aerobic exercise (150 min/week moderate intensity) may slow cognitive decline and improve mood
-
ROUTINE
ROUTINE
Mediterranean or MIND diet emphasizing vegetables, berries, fish, whole grains, nuts, and olive oil
-
ROUTINE
ROUTINE
Cognitive stimulation through reading, puzzles, music, social activities to support cognitive reserve
-
ROUTINE
ROUTINE
Adequate sleep (7-8 hours); treat sleep apnea aggressively as it worsens cognition
-
ROUTINE
ROUTINE
Social engagement and meaningful activities to reduce isolation and support emotional well-being
-
ROUTINE
ROUTINE
Cardiovascular risk factor control: BP <130/80, A1c <7%, LDL <100 to reduce vascular contribution
-
ROUTINE
ROUTINE
Hearing aids for hearing loss which is a modifiable dementia risk factor (Lancet Commission)
-
-
ROUTINE
Limit alcohol to ≤1 drink daily; excess alcohol accelerates cognitive decline
-
ROUTINE
ROUTINE
Smoking cessation to reduce vascular damage and improve overall brain health
-
ROUTINE
ROUTINE
Caregiver respite services to prevent burnout; Alzheimer's Association support groups
-
ROUTINE
ROUTINE
SECTION B: REFERENCE
5. DIFFERENTIAL DIAGNOSIS
Alternative Diagnosis
Key Distinguishing Features
Tests to Differentiate
Mild Cognitive Impairment (MCI)
Cognitive decline without functional impairment; may progress to AD
Serial cognitive testing; preserved ADLs
Vascular dementia
Stepwise decline; focal neurologic findings; executive dysfunction prominent; vascular risk factors
MRI shows significant WM disease, strategic infarcts
Dementia with Lewy bodies (DLB)
Visual hallucinations; parkinsonism; REM sleep behavior disorder; fluctuating cognition
DaTscan reduced; clinical criteria
Frontotemporal dementia (behavioral variant)
Personality/behavior changes; disinhibition; apathy; hyperorality; often <65 years
FDG-PET frontal hypometabolism; genetics
Primary progressive aphasia
Language dysfunction predominates (word-finding, comprehension, grammar)
Neuropsych pattern; FDG-PET language regions
Parkinson's disease dementia
Parkinsonism precedes dementia by >1 year; different from DLB timing
Clinical history; DaTscan
Normal pressure hydrocephalus (NPH)
Triad: gait disturbance, urinary incontinence, dementia; gait earliest
MRI ventriculomegaly; large-volume LP with gait improvement
Depression (pseudodementia)
Prominent mood symptoms; often aware of deficits; improves with treatment
GDS, PHQ-9; antidepressant trial
Creutzfeldt-Jakob disease (CJD)
Rapid progression (weeks-months); myoclonus; ataxia; pyramidal signs
EEG (periodic sharp waves); MRI DWI ribboning; CSF RT-QuIC
Autoimmune encephalitis
Subacute onset; psychiatric features; seizures; often younger
Autoantibody panel; MRI limbic changes
Medication-induced cognitive impairment
Anticholinergics, benzodiazepines, opioids
Medication reconciliation; improvement with discontinuation
6. MONITORING PARAMETERS
Parameter
Frequency
Target/Threshold
Action if Abnormal
ED
HOSP
OPD
ICU
Cognitive testing (MoCA or MMSE)
Every 6-12 months
Establish baseline; track trajectory
Adjust staging; modify treatment; increase support
-
ROUTINE
ROUTINE
-
Functional status (ADL/IADL, FAQ)
Every 6-12 months
Document for staging and care planning
Increase caregiver support; consider placement
-
ROUTINE
ROUTINE
-
Neuropsychiatric Inventory (NPI)
Each visit
Monitor BPSD
Non-pharmacologic interventions; consider medications
-
ROUTINE
ROUTINE
-
Weight
Each visit
Stable; monitor for malnutrition
Nutritional consult; assess swallowing
-
ROUTINE
ROUTINE
-
MRI Brain (ARIA monitoring)
Per protocol if on anti-amyloid
No ARIA-E or ARIA-H
Hold infusion; follow protocol for resumption
-
-
ROUTINE
-
Caregiver burden (Zarit Burden Interview)
Every 6-12 months
Early identification of burnout
Support resources; respite care; social work
-
-
ROUTINE
-
Driving status
Each visit
Safe for patient and community
Formal driving evaluation; report to DMV if unsafe
-
-
ROUTINE
-
ECG (if on donepezil or citalopram)
Baseline; with dose changes
Normal QTc (<470 ms men, <480 ms women)
Reduce dose or switch medication
-
ROUTINE
ROUTINE
-
Amyloid PET (if on donanemab)
Annually until clearance
Amyloid negative
Discontinue donanemab when cleared
-
-
EXT
-
Fall risk assessment
Each visit
Minimize fall risk
PT referral; home safety; assistive devices
-
ROUTINE
ROUTINE
-
7. DISPOSITION CRITERIA
Disposition
Criteria
Discharge home
Stable cognition; safe environment; adequate caregiver support; outpatient follow-up arranged; reversible causes treated
Admit to floor
Acute delirium requiring workup; behavioral crisis unsafe for home; aspiration pneumonia; falls with injury
Admit to psychiatry
Severe behavioral disturbance requiring specialized psychiatric management; danger to self or others
Long-term care/Memory care
Progressive decline; caregiver unable to manage safely; wandering; 24-hour supervision needed
Hospice
End-stage AD; limited responsiveness; recurrent aspiration; weight loss; goals focused on comfort
Outpatient follow-up
Neurology every 3-6 months early disease; every 6-12 months stable; more frequent if on anti-amyloid therapy
8. EVIDENCE & REFERENCES
Recommendation
Evidence Level
Source
NIA-AA diagnostic criteria for AD
Class I, Level A
Jack et al. Alzheimers Dement 2018
CSF biomarkers (Aβ42, t-tau, p-tau) accurate for AD
Class I, Level A
Hansson et al. Lancet Neurol 2018
Donepezil efficacy in mild-moderate AD
Class I, Level A
Birks & Harvey. Cochrane 2018
Rivastigmine efficacy in AD
Class I, Level A
Birks et al. Cochrane 2015
Galantamine efficacy in AD
Class I, Level A
Loy & Schneider. Cochrane 2006
Memantine efficacy in moderate-severe AD
Class I, Level A
Reisberg et al. NEJM 2003
Combination therapy (ChEI + memantine)
Class I, Level A
Tariot et al. JAMA 2004
Lecanemab slows cognitive decline in early AD
Class I, Level A
van Dyck et al. NEJM 2023 (Clarity AD)
Donanemab slows cognitive decline
Class I, Level A
Sims et al. JAMA 2023 (TRAILBLAZER-ALZ 2)
Brexpiprazole for agitation in AD
Class I, Level A
Grossberg et al. NEJM 2024
Antipsychotic mortality risk in dementia
Class I, Level A
Schneider et al. JAMA 2005
Mediterranean diet reduces dementia risk
Class II, Level B
Scarmeas et al. Ann Neurol 2006
Physical exercise may slow cognitive decline
Class II, Level B
Livingston et al. Lancet 2020
APOE genotyping for ARIA risk stratification
Class II, Level B
Sperling et al. JAMA Neurol 2024
Citalopram for agitation in AD (CitAD)
Class II, Level B
Porsteinsson et al. JAMA 2014
Hearing aid use reduces dementia risk
Class II, Level B
Lin et al. JAMA Intern Med 2023
Driving assessment in dementia
Class III, Level C
Iverson et al. Neurology 2010
CHANGE LOG
v1.1 (January 30, 2026)
- Reformatted lab tables (1A/1B/1C/LP) to match approved plan column order (venues after test name)
- Reformatted imaging tables (2A/2B/2C) to match approved plan column order
- Added CPT codes to all labs, imaging, and procedures
- Added clinical synonyms and expanded ICD-10 codes
- Cleaned structured dosing: starting dose only in first field across all treatment rows
- Removed cross-references ("Same as donepezil", "Same as immediate release") — each row now self-contained
- Annotated Aducanumab (Aduhelm) as discontinued (January 2024)
- Added VERSION/CREATED/REVISED header block
v1.0 (January 27, 2026)
- Initial template creation
- NIA-AA diagnostic criteria framework
- Comprehensive biomarker workup (CSF, PET)
- Complete cholinesterase inhibitor coverage (donepezil, rivastigmine, galantamine)
- Memantine for moderate-severe AD
- Anti-amyloid DMTs (lecanemab, donanemab, aducanumab) with ARIA monitoring
- Brexpiprazole (FDA-approved 2023 for AD agitation)
- BPSD management with non-pharmacologic and pharmacologic approaches
- Structured dosing format for order sentence generation
- Driving assessment and safety planning
- Caregiver support recommendations
APPENDIX A: NIA-AA Diagnostic Framework (2018)
ATN Classification System
The NIA-AA research framework uses biomarkers to define AD biologically:
Biomarker
Category
Method
A (Amyloid)
CSF Aβ42 low, Aβ42/Aβ40 ratio low, OR amyloid PET positive
CSF assay or PET
T (Tau)
CSF p-tau elevated OR tau PET positive
CSF assay or PET
N (Neurodegeneration)
CSF t-tau elevated, FDG-PET hypometabolism, OR MRI atrophy
CSF, PET, or MRI
Clinical Staging
Stage
Biomarkers
Cognition
Function
Preclinical AD
A+ (with or without T+, N+)
Normal
Normal
MCI due to AD
A+ T+ (N variable)
Impaired (1-1.5 SD below mean)
Preserved
Mild AD dementia
A+ T+ N+
Impaired
Mild functional decline
Moderate AD dementia
A+ T+ N+
Moderate impairment
Needs assistance with ADLs
Severe AD dementia
A+ T+ N+
Severe impairment
Dependent for basic ADLs
APPENDIX B: Anti-Amyloid Therapy Eligibility Checklist
Lecanemab (Leqembi) Eligibility
Inclusion Criteria:
- [ ] MCI or mild AD dementia (MMSE typically 22-30)
- [ ] Amyloid-positive (PET or CSF biomarkers)
- [ ] Age typically 50-90 (clinical trial range)
- [ ] Stable cardiac, renal, hepatic function
- [ ] Able to complete MRI monitoring schedule
Exclusion Criteria:
- [ ] >4 microbleeds on MRI
- [ ] Superficial siderosis
- [ ] Macrohemorrhage history
- [ ] Concurrent anticoagulation (relative; discuss risk)
- [ ] Uncontrolled hypertension
- [ ] Moderate-severe AD dementia
Pre-Treatment Workup:
- [ ] Amyloid PET OR CSF biomarkers confirming A+
- [ ] MRI Brain with SWI/GRE (microbleed count)
- [ ] APOE genotyping (risk stratification, not required)
- [ ] CBC, BMP, LFTs
- [ ] Detailed informed consent (ARIA risk discussion)
ARIA Monitoring Schedule (Lecanemab)
Timepoint
MRI Required
Notes
Baseline
Yes
Document microbleeds, WM changes
Week 7
Yes
Early ARIA detection
Week 14
Yes
Before dose continuation
Week 52
Yes
Annual monitoring
Week 78
Yes
Continued monitoring
As needed
Yes
If symptoms suggestive of ARIA
APPENDIX C: ARIA Management Algorithm
ARIA-E (Edema)
ARIA-E Detected on MRI
│
▼
Symptomatic?
┌───────┴───────┐
YES NO
│ │
▼ ▼
HOLD infusion HOLD infusion
Reassess weekly Repeat MRI in 4 weeks
│ │
▼ ▼
If resolved AND If resolved →
asymptomatic → Resume therapy
Resume therapy
ARIA-H (Hemorrhage - New Microbleeds)
New Microbleeds
Action
1-4 new
Consider continuing with close monitoring
5-9 new
Hold; repeat MRI in 4 weeks
>9 new or macrohemorrhage
Discontinue permanently
APPENDIX D: Driving Assessment in Alzheimer's Disease
Getting lost in familiar areas
Involvement in at-fault accidents
Traffic violations
Impaired visuospatial skills (clock drawing failure)
CDR ≥1 (mild dementia)
Tool
Description
CDR (Clinical Dementia Rating)
CDR ≥1 suggests high-risk driver
Trail Making Test B
>180 seconds suggests impaired executive function
Clock Drawing Test
Errors suggest visuospatial impairment
MMSE/MoCA
Not sufficient alone for driving decisions
On-road driving evaluation
Gold standard; refer to OT driving specialist
Documentation Requirements
Document driving discussion at each visit
Note patient and family concerns
Record any incidents or near-misses
Follow state reporting requirements (varies by jurisdiction)
Provide written recommendation if cessation advised