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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