5-Step Brain Health Work-up

Primary care providers play an invaluable role in the detection, diagnosis and management of patients with mild cognitive impairment and dementia. The resources below include guidance for providers to implement our 5-step dementia workup, disclose a diagnosis, start a care plan, manage medications and bill for services.

Step 1. Identify if there is a concern

Listen for concerns about changes in memory or other cognitive functions expressed by the patient or someone who knows the patient well, or perhaps you have your own concerns based on the behavior you have observed. Many patients or families may not offer these concerns unless directly asked. For patients over the age of 50, on a regular basis such as every 1–2 years, we recommend that you ask the patient and an informant (someone who knows the patient well), “Have there been any changes in your memory or thinking skills?” Informants are not always available, but when they are, their perspective is often valuable for early detection of cognitive change.

If there is a concern, further assessment is needed, which could be scheduled as part of a dedicated Brain Health Visit that would encompass Steps 2–4. You may wish to order brain health labs (Step 3) in advance of this visit so you have the results when you see the patient to guide their care.

Step 2. Detect objective cognitive impairment

This involves cognitive testing (e.g., the Brain Health Assessment) and asking the patient and an informant whether they have noticed cognitive changes. Changes in movement, mood and behavior can also be signs of neurological disease. The informant’s perspective can be obtained from a survey such as the Brain Health Survey, which is part of the Brain Health Assessment. Consider together the test results with the patient and informant perspectives to determine whether there is likely cognitive change.

  • If the testing, the patient perspective, and the informant perspective indicate that the patient is likely cognitively normal, reassure the patient. You may wish to give the patient a handout on healthy brain aging.
  • If any evidence suggests likely cognitive impairment, proceed to Step 3.

Next, determine if the change is rapid and a delirium work-up is indicated. To do this, you could ask, “In the past few days or weeks, has the patient had a sudden change in how they think or act (e.g., been unusually distractible or confused)?” If the Brain Health Survey was completed, the automated report will include the informant’s response to this question.

Step 3. Evaluate for treatable causes of cognitive impairment

We recommend that for every patient with a cognitive concern you order TSH, CBC, CMP, vitamin B12, and calcium; consider ordering HIV and RPR. A Patient’s Guide to Lab Testing for a Dementia Evaluation (PDF) may be helpful. Also evaluate for centrally-acting medications, psychiatric conditions, substance use disorders, sleep disorders including sleep apnea, and comorbid health conditions that may be causing or contributing to impairment. Of course, your patient may have a neurodegenerative disease and a treatable cause of cognitive impairment. It is helpful to assess for reversible causes because addressing them may improve the person’s cognitive status even if there is still underlying impairment. Here is some more information on conditions to rule out before diagnosing a neurodegenerative disease.

Other Issues for Primary Care to Rule Out Before Diagnosing a Neurodegenerative Disease

  • Reactions to medications. Some medications have side effects that mimic the symptoms of dementia. Even a single dose of a medicine may trigger such a reaction in an older person or in someone whose liver fails to eliminate the drug normally. Interactions among two or more drugs may lead to reversible symptoms of dementia as well.
  • Metabolic abnormalities. Decreased thyroid function (hypothyroidism) can result in apathy or depression that mimics dementia. Hypoglycemia, a condition in which there isn’t enough sugar in the bloodstream, can cause confusion or personality changes. Pernicious anemia caused by an inability to absorb vitamin B-12 also can cause cognitive changes. Similarly, changes in blood sodium, calcium, heavy metals or other compounds can cause a reversible dementia.
  • Nutritional deficiencies. Chronic alcoholism can be associated with deficiencies of thiamin (vitamin B-1), which can seriously impair mental abilities. Severe deficiency of niacin (vitamin B-3) may cause pellagra, a neurological illness with features of dementia. Dehydration also can cause confusion that may resemble dementia.
  • Emotional or psychiatric problems. The confusion, apathy, and forgetfulness associated with depression are sometimes mistaken for dementia, particularly in older individuals. Depression is not common in people with frontotemporal dementia (FTD), but apathy and emotional withdrawal are, and this can lead to the misdiagnosis of depression. Even though people with FTD may appear to be depressed, when you ask them about their mood, they often offer that they feel happy. Similarly, bipolar disorder and schizophrenia can be misdiagnosed as dementia.

     

    Medications that may have an impact on cognition and should be discontinued or avoided:

    • Anti-cholinergics: there are many medications that have anticholinergic properties and this list of anticholinergic effects should be consulted. There are some surprising ones, like diphenhydramine, which can have very strong cognitive side effects and should be avoided.
    • Anti-depressants: most do not have cognitive side effects, but those that do are paroxetine, amitriptyline, nortriptyline, desipramine, imipramine
    • Anti-psychotics: unless specifically indicated for a psychotic disorder or chosen to treat behavioral symptoms of dementia after an informed consent process with the patient and/or their decision maker
    • Anti-spasmodics: medications for bladder incontinence and muscle spasms can have serious cognitive side effects and should be avoided or down-titrated. Such medications include oxybutynin, tolterodine, dicyclomine, and baclofen, among others.
    • Benzodiazepines: this is a highly dangerous medication in older people and linked to cognitive impairment, delirium and falls. This class should be used with extreme caution and the only clear indications are alcohol withdrawal, active seizure, and panic attacks or disorder.
    • Opioids: if newly initiated and at higher doses, opioids may cause cognitive impairment, though they may also be safely prescribed.
    • Sleep agents: most of the sleep agents, such zolpidem, or medications used for their drowsy side effects, such as diphenhydramine or benzodiazepines, can cause serious cognitive side effects.
    • Tricyclic antidepressants: these are also used for neuropathic pain and should be avoided, particularly desipramine and amitriptyline.

Step 4. Assess function to determine if a diagnosis of mild cognitive impairment (331.84) or dementia (F03.90 or F03.91) is more appropriate

If you have detected progressive cognitive decline, the next step is to diagnose mild cognitive impairment (the patient is still able to independently perform all day-to-day activities) or dementia (the patient is unable to independently perform activities that they were able to independently accomplish in the past). For example, you could ask the patient and the informant “Does the patient have difficulty doing something that they used to do easily (e.g., cooking, hobbies, operating electronics/TV)?” If the Brain Health Survey was completed by an informant as part of the Brain Health Assessment, the automated report will include informant responses to this question and other questions about functional change.

Document the mild cognitive impairment or dementia diagnosis as an ICD-10 code so that other providers will be aware of the diagnosis when planning the patient’s care.

Step 5. Use PASS to disclose the diagnosis and start a care plan

A dementia diagnosis can be as unsettling, but when done well, families feel supported and prepared. 

  • PREPARE and set up the conversation: communicate the goal (to go over the results of your brain health assessment) and determine who else the patient/care partner would like present.
  • ASSESS what the patient and care partner already know about the condition and how much more they want to know about their diagnosis; assess their hopes and worries.
  • SHARE the diagnosis in clear language (e.g., mild cognitive impairment, dementia, or type of dementia if known). 
  • SUPPORT empathically respond to reactions; explore their response and check for understanding; communicate support for future conversations, guidance and referral to services; plan follow-up in the short- term. While there may not be curative treatments yet, reassure that care will still be provided.

Share A Patient’s Guide to Mild Cognitive Impairment (PDF) or A Patient’s Guide to Dementia (PDF). These handouts include some community resources that may be valuable to the patient and family.

At this step, you may also consider a referral to identify the cause of the mild cognitive impairment or dementia syndrome. Some providers refer all patients with cognitive disorders to a specialist to determine the cause, whereas others refer some to specialists and diagnose and manage others, such as those with uncomplicated presentations of Alzheimer’s disease, within their practice. This decision may be based on your own comfort level, the practical limitations of your practice, and the availability of specialists in your area.

The handout A Patient’s Guide to Alzheimer’s Disease (PDF) may help, and disease-specific education including handouts on common and less common neurodegenerative diseases can be found on the disease description pages on this website. See the California Alzheimer’s Disease Centers’ guide on how to diagnose Alzheimer’s disease versus non-Alzheimer’s dementias (Assessment of Cognitive Complaints Toolkit for Alzheimer's Disease [PDF]). The Gerontological Society of America’s KAER Toolkit offers additional education and resources for providers on the detection, diagnosis, and management of dementia.

 

Mild Cognitive Impairment and Dementia

We know that there are a lot of folks getting older, and Alzheimer’s disease and other dementias are a major issue that is only going to get bigger as the years go by. You know your patients better than anyone else. Just listen to your patients and their families. Trying to identify these folks before they get to a stage where it is too late to intervene will really help your patients. There are a lot of resources out there, in addition to medications and other treatments.

Family Medicine Doctor

Here are the key terms and ICD codes for diagnosing mild cognitive impairment and dementia, including Alzheimer’s disease and non-Alzheimer’s disease.

  • Mild cognitive impairment (ICD code 331.84) is a general term used to refer to deficits in memory or other thinking skills that do not significantly impact daily functioning. For example, memory problems may be mild and hardly noticeable to the individual. Writing reminders and taking notes allow a person to compensate for memory difficulties. These cognitive deficits in mild cognitive impairment may remain stable for years, and about 60% of patients will progress to dementia.
  • Dementia (ICD code F03.90 or F03.91) is a general term used to refer to a new and progressive decline in cognitive function over at least six months that does significantly impact daily functioning. Of note, the term dementia has been replaced in the DSM-V manual for psychiatric diagnosis with the term major neurocognitive disorder, but the term dementia is still commonly used in neurology and by many psychiatrists.
  • Causes of dementia: The most common cause of dementia is neurodegenerative disease. This is a general term for a class of disorders characterized by progressive accumulation of injurious proteins in the central nervous system that leads to neuronal dysfunction and death. Alzheimer’s disease (ICD 10 code G30) is the most common neurodegenerative disease, but other causes of dementia are also common. An overview of the key symptoms of Alzheimer's and non-Alzheimer's dementias can be found in the Assessment of Cognitive Complaints Toolkit for Alzheimer's disease Instruction Manual on p6. Dementia can also be caused or made worse by treatable conditions including sleep problems (e.g., apnea), medications, hypothyroidism, vitamin B12 deficiency, depression, comorbid health conditions, autoimmune encephalitis, and normal pressure hydrocephalus.

Glossary/Note: Cognitive impairment is a non-specific term used to describe any one of many disorders that impact cognition. More specific terms are noted above.

Why It Is Important to Detect and Diagnose Dementia

We’ve been going to our PCP for a long time, the last 20 years. So, we feel very comfortable with her and the practice in general. She’s always concerned about both of us. It was natural that she was the first person we talked to about his memory problems.

Caregiver of a person with Alzheimer’s disease
  1. Early diagnosis protects your patients. Early dementia diagnosis allows patients and families to plan ahead effectively for future medical, financial, and legal decisions. Importantly, with early diagnosis, the patient is able to contribute to decision-making about their own future.
  2. Dementia affects all aspects of medical and personal care. A dementia diagnosis, when documented in the medical record, can be taken into account to improve the management of the patient’s other serious medical conditions. Care for other conditions may be simplified or family members more explicitly engaged to improve management (e.g., in diabetes) and many patients and families may wish to shift to a more palliative approach to care for these conditions. Documentation of dementia is also important when a patient presents to the ED with an emergency health problem so that the providers there can consider how dementia may be affecting the presenting problem and use this information to guide their approaches to care.
  3. Connecting persons with dementia and their families to support and education programs improves their well-being. There are effective, supportive education and care programs for patients and families living with dementia that can be taken advantage of following diagnosis. These programs often lead to improved health-related outcomes and well-being for the person with dementia as well as reduced stress, depression, and feelings of isolation and burden for family caregivers. The Alzheimer’s Association and the Family Caregiver Alliance are good organizations for connecting families to these types of resources.
  4. Some causes of dementia are reversible. A dementia evaluation can identify treatable conditions that are either causing or exacerbating cognitive impairment.
  5. The specific type of dementia impacts treatment. Beyond diagnosis of dementia, recognizing the cause of the dementia is also important because treatments are different for different types of dementia. Examples: certain medications (e.g., anticholinergic and typical antipsychotic) should be avoided or used with caution in Lewy body dementia due to the high likelihood of adverse events, acetylcholinesterase inhibitors that are effective in Lewy body dementia and Alzheimer’s disease can cause agitation in frontotemporal dementia, and persons with vascular dementia benefit from interventions to reduce the risk of future cerebrovascular events or progression of white matter injury.
  6. Patients can join research efforts and change the future of dementia treatment. Diagnosis opens the door for patients to participate in research to help discover treatments and cures.
  7. Primary Care Providers are ideally suited to detect and manage MCI and dementia. Primary Care Providers have regular and consistent contact with patients and are, therefore, in the ideal position to notice changes in function and cognition over time. The longitudinal relationship and trust between PCPs and their patients can facilitate assessment, diagnosis, and care management.
  8. Eligibility for Disease-Modifying Therapies. New disease-modifying drugs, such as lecanemab and donanemab, are specifically designed for people in the very early stages of Alzheimer’s disease, such as those with mild cognitive impairment MCI. These treatments are most effective before significant cognitive decline has occurred, which means early diagnosis is essential to identify patients who can benefit from them.

Dementia is massively under-detected, especially at earlier stages. Only half of the people with dementia have been diagnosed by a physician, and even if dementia has been diagnosed, it is often not documented in the medical record. Primary care is the place to improve detection because most at-risk people (middle-aged and older adults) see primary care regularly.