alzheimer
cognitive
dementia
outpatient
⚠️
DRAFT - Pending Review
This plan requires physician review before clinical use.
Dementia Evaluation
DIAGNOSIS: Dementia Evaluation
ICD-10: G31.9 (Degenerative disease of nervous system, unspecified); R41.81 (Age-related cognitive decline); F03.90 (Unspecified dementia without behavioral disturbance)
SCOPE: Comprehensive evaluation for cognitive impairment, identification of reversible causes, dementia subtype diagnosis, and symptomatic management. Covers Alzheimer's disease, vascular dementia, frontotemporal dementia, and dementia with Lewy bodies.
STATUS: Draft - Pending Review
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
Rationale
Target Finding
ED
HOSP
OPD
ICU
CBC with differential
Infection, anemia, malignancy contributing to cognitive changes
Normal
STAT
STAT
ROUTINE
-
BMP
Hyponatremia, uremia, hypercalcemia as causes
Normal electrolytes, BUN, Cr
STAT
STAT
ROUTINE
-
TSH
Hypothyroidism is reversible cause of cognitive impairment
0.4-4.0 mIU/L
URGENT
ROUTINE
ROUTINE
-
Vitamin B12
Deficiency causes reversible dementia
>300 pg/mL (>400 optimal)
URGENT
ROUTINE
ROUTINE
-
Folate
Deficiency contributes to cognitive impairment
>3 ng/mL
-
ROUTINE
ROUTINE
-
Glucose (fasting)
Diabetes management affects cognition
70-100 mg/dL
STAT
ROUTINE
ROUTINE
-
Hepatic panel (LFTs, albumin)
Hepatic encephalopathy; nutritional status
Normal
-
ROUTINE
ROUTINE
-
Urinalysis
UTI common cause of acute confusion in elderly
Negative for infection
STAT
STAT
ROUTINE
-
1B. Extended Workup (Second-line)
Test
Rationale
Target Finding
ED
HOSP
OPD
ICU
Vitamin D, 25-hydroxy
Deficiency associated with cognitive decline
>30 ng/mL
-
ROUTINE
ROUTINE
-
Hemoglobin A1c
Chronic glucose control affects cognition
<7%
-
ROUTINE
ROUTINE
-
Lipid panel
Vascular risk factor for vascular dementia
LDL <100 mg/dL
-
ROUTINE
ROUTINE
-
Homocysteine
Elevated levels associated with AD and vascular dementia
<15 μmol/L
-
ROUTINE
ROUTINE
-
RPR or VDRL
Neurosyphilis (rare but treatable)
Nonreactive
-
ROUTINE
ROUTINE
-
HIV testing
HIV-associated neurocognitive disorder
Negative
-
ROUTINE
ROUTINE
-
ESR, CRP
Inflammatory/autoimmune causes
Normal
-
ROUTINE
ROUTINE
-
1C. Rare/Specialized (Refractory or Atypical)
Test
Rationale
Target Finding
ED
HOSP
OPD
ICU
Heavy metal panel (lead, mercury, arsenic)
Toxic exposure history
Normal
-
-
EXT
-
Copper, ceruloplasmin
Wilson's disease if age <50
Normal
-
EXT
EXT
-
Paraneoplastic antibody panel
Autoimmune dementia; occult malignancy
Negative
-
EXT
EXT
-
Anti-neuronal antibodies (NMDA-R, LGI1, CASPR2, GABA-B, AMPA-R)
Autoimmune encephalitis
Negative
-
EXT
EXT
-
Genetic testing (APOE, PSEN1, PSEN2, APP)
Family history early-onset AD; prognostic
Variable
-
-
EXT
-
Prion protein gene testing
Suspected CJD with family history
No mutation
-
-
EXT
-
2. DIAGNOSTIC IMAGING & STUDIES
2A. Essential/First-line
Study
Timing
Target Finding
Contraindications
ED
HOSP
OPD
ICU
MRI Brain without contrast
At initial evaluation
Assess atrophy pattern; rule out structural causes (tumor, SDH, NPH)
MRI-incompatible devices
URGENT
ROUTINE
ROUTINE
-
CT Head non-contrast
If MRI unavailable or contraindicated
Rule out mass, hemorrhage, hydrocephalus
None
STAT
STAT
ROUTINE
-
2B. Extended
Study
Timing
Target Finding
Contraindications
ED
HOSP
OPD
ICU
MRI Brain volumetrics
Disease monitoring; clinical trials
Hippocampal and whole brain atrophy quantification
MRI contraindications
-
-
ROUTINE
-
FDG-PET Brain
Differentiate AD from FTD; atypical presentations
AD: temporoparietal hypometabolism; FTD: frontal/temporal hypometabolism
None
-
-
ROUTINE
-
Amyloid PET (florbetapir, florbetaben, flutemetamol)
Atypical age/presentation; clinical trial eligibility
Positive: amyloid deposition; negative rules out AD
None
-
-
EXT
-
Tau PET (flortaucipir)
Research; staging AD pathology
Pattern correlates with clinical phenotype
None
-
-
EXT
-
DaTscan (ioflupane I-123)
Differentiate DLB from AD
Reduced: DLB/PDD; Normal: AD
Iodine hypersensitivity
-
-
ROUTINE
-
EEG
Encephalopathy; CJD; seizures
AD: mild slowing; CJD: periodic sharp wave complexes
None
URGENT
ROUTINE
ROUTINE
-
Sleep study (polysomnography)
Sleep apnea contributing to cognition; RBD suggesting DLB
Assess AHI; REM without atonia
None
-
-
ROUTINE
-
2C. Rare/Specialized
Study
Timing
Target Finding
Contraindications
ED
HOSP
OPD
ICU
SPECT (perfusion)
Alternative to PET if unavailable
Regional hypoperfusion patterns
None
-
-
EXT
-
MRI with SWI/GRE sequences
Cerebral amyloid angiopathy; microbleeds
Lobar microbleeds pattern
MRI contraindications
-
ROUTINE
ROUTINE
-
Whole body PET-CT
Paraneoplastic workup
Identify occult malignancy
None
-
EXT
EXT
-
LUMBAR PUNCTURE
Indication: Rapid progression, early-onset (<65), atypical presentation, suspected autoimmune or infectious etiology, clinical trial eligibility
Timing: ROUTINE for diagnosis clarification; URGENT if autoimmune/infectious suspected
Volume Required: 10-15 mL (standard diagnostic); additional for research biomarkers
Study
Rationale
Target Finding
ED
HOSP
OPD
ICU
Cell count, protein, glucose
Rule out infection, inflammation
WBC <5, protein <45 mg/dL, glucose >60% serum
URGENT
ROUTINE
ROUTINE
-
CSF Aβ42 (amyloid beta 1-42)
Low in Alzheimer's disease
<600 pg/mL suggests AD
-
ROUTINE
ROUTINE
-
CSF total tau
Elevated in neurodegeneration
<400 pg/mL normal; elevated in AD
-
ROUTINE
ROUTINE
-
CSF p-tau (phosphorylated tau 181)
Specific for AD pathology
Elevated in AD; Aβ42/p-tau ratio most predictive
-
ROUTINE
ROUTINE
-
CSF Aβ42/Aβ40 ratio
More accurate than Aβ42 alone
<0.05-0.08 suggests AD (assay-dependent)
-
ROUTINE
ROUTINE
-
14-3-3 protein
Creutzfeldt-Jakob disease
Positive in CJD (not specific)
-
ROUTINE
ROUTINE
-
RT-QuIC
Prion disease confirmation
Positive indicates CJD
-
ROUTINE
ROUTINE
-
Autoimmune encephalitis panel
Autoimmune dementia
Negative
-
EXT
EXT
-
VDRL
Neurosyphilis
Nonreactive
-
ROUTINE
ROUTINE
-
Special Handling: CSF biomarkers require specialized handling; send to reference lab; freeze within 1 hour
Contraindications: Coagulopathy (INR >1.5, platelets <50k); posterior fossa mass; skin infection at site
3. TREATMENT
3A. Acute/Emergent
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Treat reversible causes
Various
Identified metabolic/infectious etiology
Per cause :: Various :: :: Correct hyponatremia, treat UTI, replace B12, treat hypothyroidism
Depends on intervention
Cognitive reassessment after treatment
STAT
STAT
ROUTINE
-
Thiamine (if nutritional risk)
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
None
Clinical improvement
STAT
STAT
ROUTINE
-
Vitamin B12
IM/PO
B12 deficiency
1000 mcg IM daily x 7 days; 1000 mcg IM weekly x 4; 1000-2000 mcg PO daily :: 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, MMA; neuro improvement over months
-
ROUTINE
ROUTINE
-
3B. Symptomatic Treatments (Behavioral)
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Citalopram
PO
Depression; agitation in dementia
10 mg daily; 20 mg daily :: PO :: :: Start 10 mg daily; max 20 mg in elderly (QT risk)
QT prolongation; concurrent QT-prolonging drugs
QTc (especially >20 mg)
-
ROUTINE
ROUTINE
-
Sertraline
PO
Depression; anxiety in dementia
25 mg daily; 50 mg daily; 100 mg daily :: PO :: :: Start 25 mg daily; titrate by 25 mg q1-2wk; typical 50-100 mg
MAOIs
GI upset initially
-
ROUTINE
ROUTINE
-
Mirtazapine
PO
Depression with poor appetite and insomnia
7.5 mg qHS; 15 mg qHS; 30 mg qHS :: PO :: :: Start 7.5-15 mg qHS; may increase to 30 mg qHS
MAOIs
Weight gain, sedation
-
ROUTINE
ROUTINE
-
Trazodone
PO
Insomnia; sundowning; agitation
25 mg qHS; 50 mg qHS; 100 mg qHS :: PO :: :: Start 25-50 mg qHS; titrate by 25-50 mg; typical 50-150 mg qHS
Concurrent MAOIs; QT prolongation
Orthostatic hypotension, priapism (rare)
-
ROUTINE
ROUTINE
-
Quetiapine
PO
Severe agitation/psychosis when non-pharmacologic fails
12.5 mg qHS; 25 mg BID; 50 mg BID :: PO :: :: Start 12.5-25 mg qHS; titrate slowly; keep dose as low as possible
Black box: increased mortality in dementia
Metabolic effects, sedation, QTc
-
EXT
ROUTINE
-
Risperidone
PO
Severe aggression/psychosis (short-term use only)
0.25 mg BID; 0.5 mg BID :: PO :: :: Start 0.25 mg BID; max 1 mg BID; short-term use only
Black box: increased mortality in dementia
EPS, metabolic, stroke risk
-
EXT
ROUTINE
-
Haloperidol
IM/IV/PO
Acute severe agitation in delirium (not chronic)
0.5 mg IM; 1 mg IM; 2 mg IM :: IM/IV/PO :: :: 0.5-2 mg IM/IV q4-6h PRN; short-term only; avoid chronic use
QT prolongation; Parkinson's; DLB
QTc, EPS
STAT
EXT
-
-
Melatonin
PO
Sleep disturbance; sundowning
3 mg qHS; 6 mg qHS; 9 mg qHS :: PO :: :: Start 3 mg qHS; may increase to 9 mg; give 30 min before bed
None
Daytime sedation
-
ROUTINE
ROUTINE
-
3C. Cognitive Enhancers
Treatment
Route
Indication
Dosing
Contraindications
Monitoring
ED
HOSP
OPD
ICU
Donepezil
PO
Mild-moderate AD; vascular dementia; DLB
5 mg qHS; 10 mg qHS; 23 mg daily :: PO :: :: Start 5 mg qHS x 4-6 weeks; increase to 10 mg qHS; 23 mg for moderate-severe
Sick sinus syndrome; GI bleeding; COPD exacerbation
Bradycardia, GI symptoms, vivid dreams
-
ROUTINE
ROUTINE
-
Rivastigmine oral
PO
Mild-moderate AD; Parkinson's dementia; DLB
1.5 mg BID; 3 mg BID; 4.5 mg BID; 6 mg BID :: PO :: :: Start 1.5 mg BID; increase by 1.5 mg BID q2wk; target 6 mg BID
Same as donepezil; severe hepatic impairment
GI symptoms, weight loss
-
ROUTINE
ROUTINE
-
Rivastigmine patch
TD
Mild-moderate AD; better GI tolerability
4.6 mg/24hr; 9.5 mg/24hr; 13.3 mg/24hr :: TD :: :: Start 4.6 mg/24hr patch; increase q4wk; target 9.5-13.3 mg/24hr
Same as oral
Skin irritation, GI symptoms
-
ROUTINE
ROUTINE
-
Galantamine
PO
Mild-moderate AD
4 mg BID; 8 mg BID; 12 mg BID :: PO :: :: Start 4 mg BID x 4wk; increase to 8 mg BID x 4wk; target 8-12 mg BID
Same as donepezil; severe renal/hepatic
GI symptoms, bradycardia
-
ROUTINE
ROUTINE
-
Galantamine ER
PO
Once daily option
8 mg daily; 16 mg daily; 24 mg daily :: PO :: :: Start 8 mg daily x 4wk; increase q4wk; target 16-24 mg daily
Same as IR
Same as IR
-
ROUTINE
ROUTINE
-
Memantine
PO
Moderate-severe AD; add to cholinesterase inhibitor
5 mg daily; 5 mg BID; 10 mg BID :: PO :: :: Start 5 mg daily; increase by 5 mg/wk; target 10 mg BID
Severe renal impairment (dose adjust CrCl <30)
Confusion, dizziness, constipation
-
ROUTINE
ROUTINE
-
Memantine XR
PO
Once daily option
7 mg daily; 14 mg daily; 21 mg daily; 28 mg daily :: PO :: :: Start 7 mg daily; increase by 7 mg/wk; target 28 mg daily
Same as IR
Same as IR
-
ROUTINE
ROUTINE
-
Memantine + Donepezil (Namzaric)
PO
Moderate-severe AD on both medications
28/10 mg daily :: PO :: :: 28 mg memantine XR + 10 mg donepezil; take qHS
Same as individual drugs
Same as individual drugs
-
-
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 with confirmed amyloid pathology (MCI or mild dementia)
10 mg/kg IV q2wk :: IV :: :: 10 mg/kg IV every 2 weeks; infuse over 1 hour
Amyloid PET or CSF confirming amyloid; MRI baseline; APOE genotyping recommended
ARIA risk with anticoagulation; >4 microbleeds on MRI; recent stroke/TIA
MRI at baseline, weeks 14, 52, 78; monitor for ARIA-E/H
-
-
ROUTINE
-
Donanemab (Kisunla)
IV
Early AD with confirmed amyloid and tau pathology
700 mg IV q4wk x 3; 1400 mg IV q4wk :: IV :: :: 700 mg q4wk x 3 doses, then 1400 mg q4wk until amyloid cleared
Amyloid PET positive; tau PET intermediate/high
Similar to lecanemab; higher ARIA risk with APOE4 homozygotes
MRI at baseline, weeks 16, 24, 52, 76; ARIA monitoring
-
-
EXT
-
Aducanumab (Aduhelm)
IV
Early AD with confirmed amyloid (limited use)
Titration to 10 mg/kg IV q4wk :: IV :: :: Slow titration: 1→3→6→10 mg/kg monthly
Same as lecanemab
Same as lecanemab; limited clinical adoption
MRI for ARIA monitoring
-
-
EXT
-
ARIA Monitoring Notes:
- ARIA-E (edema): Usually asymptomatic; may cause headache, confusion
- ARIA-H (hemorrhage): Microbleeds, superficial siderosis
- Hold infusion for symptomatic ARIA; resume after resolution per protocol
- APOE4 homozygotes have higher ARIA risk; requires informed consent discussion
4. OTHER RECOMMENDATIONS
4A. Referrals & Consults
Recommendation
ED
HOSP
OPD
ICU
Neurology/Cognitive neurology for diagnosis confirmation, subtype classification, and treatment planning
-
ROUTINE
ROUTINE
-
Neuropsychology for comprehensive cognitive testing to establish baseline and guide diagnosis
-
-
ROUTINE
-
Geriatric psychiatry for behavioral symptoms, medication management, and capacity evaluation
-
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 present
-
ROUTINE
ROUTINE
-
Social work for caregiver support, community resources, and long-term care planning
-
ROUTINE
ROUTINE
-
Palliative care for advanced dementia symptom management and goals of care discussions
-
ROUTINE
ROUTINE
-
Legal/Elder law attorney for advance directives, healthcare proxy, and financial planning while patient has capacity
-
-
ROUTINE
-
Genetics counseling if familial/early-onset AD for family members
-
-
ROUTINE
-
4B. Patient Instructions
Recommendation
ED
HOSP
OPD
Return immediately if sudden confusion worsens which may indicate stroke, infection, or medication effect
STAT
STAT
ROUTINE
Complete advance directives while patient has capacity to document wishes for future care
-
ROUTINE
ROUTINE
Establish healthcare proxy/power of attorney for future decision-making
-
ROUTINE
ROUTINE
Do not drive if cognitive impairment affects judgment or reaction time (formal driving evaluation may be needed)
-
ROUTINE
ROUTINE
Take all medications as prescribed and use pill organizers or reminders to ensure adherence
-
ROUTINE
ROUTINE
Keep a consistent daily routine which helps with orientation and reduces confusion
-
ROUTINE
ROUTINE
Engage in mentally stimulating activities (reading, puzzles, social interaction) to support cognitive reserve
-
ROUTINE
ROUTINE
4C. Lifestyle & Prevention
Recommendation
ED
HOSP
OPD
Regular physical exercise (150 min/week moderate aerobic) may slow cognitive decline
-
ROUTINE
ROUTINE
Mediterranean or MIND diet emphasizing vegetables, berries, fish, nuts, and olive oil
-
ROUTINE
ROUTINE
Adequate sleep (7-8 hours) and treat sleep disorders (sleep apnea assessment)
-
ROUTINE
ROUTINE
Social engagement and cognitive stimulation through activities, hobbies, and relationships
-
ROUTINE
ROUTINE
Cardiovascular risk factor control (BP <130/80, diabetes control, cholesterol management) reduces vascular contribution
-
ROUTINE
ROUTINE
Hearing loss correction with hearing aids as untreated hearing loss is modifiable dementia risk factor
-
-
ROUTINE
Limit alcohol to ≤1 drink daily as excess alcohol accelerates cognitive decline
-
ROUTINE
ROUTINE
Fall prevention with home modifications as dementia increases fall and injury risk
-
ROUTINE
ROUTINE
SECTION B: REFERENCE
5. DIFFERENTIAL DIAGNOSIS
Alternative Diagnosis
Key Distinguishing Features
Tests to Differentiate
Delirium
Acute onset; fluctuating attention; identifiable cause (infection, medication, metabolic)
Resolve cause; reassess cognition when clear
Depression (pseudodementia)
Prominent mood symptoms; often aware of deficits; improves with antidepressants
GDS, PHQ-9; trial of antidepressant
Alzheimer's disease
Insidious onset; short-term memory most affected; language and visuospatial later
MRI hippocampal atrophy; amyloid/tau PET or CSF biomarkers
Vascular dementia
Stepwise decline; focal findings; executive dysfunction; vascular risk factors
MRI with significant white matter disease, strategic infarcts
Dementia with Lewy bodies
Visual hallucinations; parkinsonism; REM sleep behavior disorder; fluctuating cognition
DaTscan; clinical criteria
Frontotemporal dementia (behavioral)
Personality change; disinhibition; apathy; hyperorality; age <65 often
FDG-PET frontal hypometabolism; genetics
Primary progressive aphasia
Language predominates; word-finding, grammar, or comprehension primarily affected
Neuropsychological testing; FDG-PET language areas
Creutzfeldt-Jakob disease
Rapid progression (weeks-months); myoclonus; periodic sharp waves on EEG
EEG, MRI DWI cortical ribboning, CSF RT-QuIC
Normal pressure hydrocephalus
Gait disturbance prominent; urinary incontinence; dementia triad
MRI ventriculomegaly; LP with gait improvement test
Autoimmune encephalitis
Subacute onset; seizures; psychiatric features; often younger
Autoantibody panel (serum/CSF); MRI
6. MONITORING PARAMETERS
Parameter
Frequency
Target/Threshold
Action if Abnormal
ED
HOSP
OPD
ICU
MMSE or MoCA
Every 6-12 months
Establish baseline; track trajectory
Adjust treatment; reassess diagnosis if unexpected decline
-
ROUTINE
ROUTINE
-
ADL/IADL function (FAQ, DAD)
Every 6-12 months
Document functional status for staging
Increase support services; OT referral
-
ROUTINE
ROUTINE
-
Behavioral symptoms (NPI)
Each visit
Identify and track BPSD
Behavioral interventions; consider medications
-
ROUTINE
ROUTINE
-
Weight
Each visit
Stable weight
Nutritional assessment; speech therapy for swallowing
-
ROUTINE
ROUTINE
-
Caregiver burden (Zarit scale)
Every 6-12 months
Early identification of burnout
Support resources; respite care; social work
-
-
ROUTINE
-
MRI (ARIA monitoring if on anti-amyloid)
Per protocol
No ARIA-E or ARIA-H
Hold infusion; follow protocol for resumption
-
-
ROUTINE
-
ECG (if on donepezil or citalopram)
Baseline; if dose increased
Normal QTc
Reduce dose or switch agent
-
ROUTINE
ROUTINE
-
Metabolic panel
Annually
Normal
Adjust medications
-
ROUTINE
ROUTINE
-
7. DISPOSITION CRITERIA
Disposition
Criteria
Discharge home
Reversible causes treated; safe environment; caregiver support; follow-up arranged
Admit to floor
Acute delirium requiring workup; behavioral crisis unsafe for home; aspiration pneumonia
Admit to psychiatry
Severe behavioral disturbance requiring specialized psychiatric management
Outpatient follow-up
Neurology/geriatrics 1-3 months after diagnosis; then every 6-12 months
Long-term care
Progressive decline; caregiver unable to manage; safety concerns; 24-hour supervision needed
8. EVIDENCE & REFERENCES
Recommendation
Evidence Level
Source
Cholinesterase inhibitors for mild-moderate AD
Class I, Level A
Birks J. Cochrane 2006
Memantine for 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)
CSF biomarkers accurate for AD diagnosis
Class I, Level A
Hansson et al. Lancet Neurol 2018
Mediterranean diet associated with lower 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 (Lancet Commission)
Avoid antipsychotics long-term (mortality risk)
Class I, Level A
Schneider et al. JAMA 2005
B12 supplementation reverses deficiency-related cognitive impairment
Class II, Level B
Smith et al. PLoS One 2010
CHANGE LOG
v1.0 (January 27, 2026)
- Initial template creation
- Comprehensive workup for reversible causes
- Includes new anti-amyloid therapies (lecanemab, donanemab)
- CSF biomarkers section included
- Structured dosing format for order sentence generation