Clinical Workflow for Dementia Evaluation


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Prepared by: Dr. James Rini, MD, MPH | Section Head, Ochsner Neurocognitive Program

This article provides a structured approach for evaluating patients with cognitive concerns. It emphasizes accurate diagnosis and appropriate referral pathways, covering comprehensive history-taking and advanced biomarker analysis to differentiate between neurodegenerative, reversible, and rapidly progressive conditions.

Step 1: Comprehensive Initial Assessment

Begin with a full clinical assessment for patients presenting with cognitive concerns:

  • History:
    • Onset and Progression of Symptoms: Determine if cognitive decline is sudden, fluctuating, gradual, rapid (<1-2 years), or stepwise.
    • Functional Impact: Assess the patient's ability to perform activities of daily living (ADLs) and instrumental activities of daily living (IADLs). Early impairment in IADLs may indicate dementia onset.
    • Comorbidities: Identify vascular risk factors (e.g., hypertension, diabetes), psychiatric conditions (e.g., depression, anxiety), and other neurological disorders contributing to cognitive impairment.
    • Medications: Review current and recent medications for agents affecting cognition, such as anticholinergics, benzodiazepines, or opioids.
    • Family History: Inquire about a history of dementia or neurodegenerative diseases in family members, suggesting a genetic predisposition.
    • Behavioral and Psychiatric Symptoms: Note changes in behavior, mood, or personality, such as apathy, disinhibition, or hallucinations, to help differentiate between dementia subtypes.
  • Neurologic Examination:
    • Motor Signs:
      • Parkinsonism: Bradykinesia, rigidity, and resting tremor are characteristic of Parkinson's disease dementia and dementia with Lewy bodies (DLB).
      • Axial Rigidity and Postural Instability: Early falls and axial rigidity are hallmark features of progressive supranuclear palsy (PSP).
      • Limb Apraxia and Cortical Sensory Loss: Suggestive of corticobasal syndrome (CBS).
      • Vertical Supranuclear Gaze Palsy: A classic sign of PSP.
      • Saccadic Intrusions: May be observed in DLB and PSP.
    • Language and Speech:
      • Nonfluent/Agrammatic Speech: Characteristic of nonfluent/agrammatic variant primary progressive aphasia (nfvPPA).
      • Semantic Deficits: Impaired object naming and comprehension suggest semantic variant PPA (svPPA).
      • Word-Finding Difficulties: Prominent in logopenic variant PPA (lvPPA).
    • Behavioral Changes:
      • Disinhibition, Apathy, and Compulsive Behaviors: Common in behavioral variant frontotemporal dementia (bvFTD).
    • Upper Motor Neuron (UMN) Signs:
      • Spasticity and Hyperreflexia: May be present in CBS and PSP.
    • Visual-Spatial Deficits:
      • Difficulty with Depth Perception and Object Recognition: Indicative of posterior cortical atrophy (PCA).
  • Cognitive Screening:
    • MMSE:
      • 26-30: Normal to Questionable cognitive impairment
      • 21-25: Mild cognitive impairment
      • 11-20: Moderate cognitive impairment
      • 0-10: Severe cognitive impairment
    • MoCA:
      • 26-30: Normal to Questionable cognitive impairment
      • 18-25: Mild cognitive impairment
      • 10-17: Moderate cognitive impairment
      • <10: Severe cognitive impairment

Source: Perneczky R, Wagenpfeil S, Komossa K, Grimmer T, Diehl J, Kurz A. "Mini-mental state examination and clinical dementia rating scale: predictive validity for Alzheimer disease in clinical practice." Am J Geriatr Psychiatry. 2006 Feb;14(2):139-46. Nasreddine ZS, Phillips NA, Bedirian V, et al. "The Montreal Cognitive Assessment, MoCA: a brief screening tool for mild cognitive impairment." J Am Geriatr Soc. 2005 Apr;53(4):695-9.

Disclaimer: MMSE and MoCA are screening tools. Scores within the "normal" or "questionable" ranges do not definitively exclude cognitive impairment. Clinical judgment should guide further evaluation.

Step 2: Core Diagnostic Workup

Recommended for all patients with cognitive concerns:

  • Laboratory Tests:
    • Standard Screening Labs:
      • TSH, Vitamin B12, Methylmalonic Acid (MMA), Homocysteine, Folate (B9), Thiamine (B1), CBC, CMP, Glucose, Albumin, Treponemal antibody
    • Serum Biomarkers:
      • pTau181 or Amyloid-Tau-Neurodegeneration (ATN) Profile
      • pTau217 or pTau217/A beta 42 ratio
      • Neurofilament light chain (NfL) or Amyloid-Tau-Neurodegeneration (ATN) Profile

Disclaimer: While pTau181, pTau217, and the pTau217/A beta 42 ratio are promising biomarkers, their clinical utility is still being established. Interpret results in the context of the clinical presentation.

  • MRI Brain (without contrast):
    • SWI/SWAN (assess microbleeds)
    • Thin-slice hippocampal imaging
    • Axial FLAIR
    • 3D volumetric T1-weighted imaging

Source: UCSF Memory and Aging Center MRI Protocol: UCSF Protocol PDF Alzheimer's Disease Neuroimaging Initiative (ADNI) MRI Protocol: ADNI MRI Protocol

Step 3: Interpretation and Further Evaluation

  • If pTau217 or pTau181 is elevated, or pTau217/A beta 42 ratio is abnormal:
    • Interpretation: Suggests hippocampal/parahippocampal degeneration consistent with Alzheimer's-type pathology (T+)
    • If symptoms are mild (MMSE >21 or MoCA >17):
      • Consider eligibility for anti-amyloid therapy (ATM)
      • Counsel on therapy risks, benefits, and goals

Disclaimer: Coverage criteria for anti-amyloid therapies may vary by payer. While newer agents such as donanemab are approved for patients with MMSE >20, clinical trials consistently show these therapies are most effective when initiated at the earliest symptomatic stages-ideally when cognitive impairment is minimal. Clinical judgment should guide both timing and appropriateness of treatment.

  • Proceed with confirmatory testing to establish AT(N) profile and assess treatment readiness:
    • CSF Panel:
      • CBC, Protein, Glucose, Albumin
      • NSE
      • A beta 42/40 Ratio (e.g., Mayo AMYR)
      • pTau181 and Total tau (t-tau) (e.g., Mayo ADEVL)
    • Amyloid-PET: Approved by CMS for treatment eligibility

Disclaimer: CMS currently requires only amyloid PET to confirm eligibility for anti-amyloid therapy. However, pTau and total tau levels are highly valuable for prognostication, disease staging, and identifying likely responders to disease-modifying therapy.

  • If NfL or NSE is elevated:
    • Indicates neuronal injury or degeneration (N+), not specific to Alzheimer's disease
  • If biomarker levels are borderline but phenotype is concerning:
    • Especially in early-onset, rapid progression, or strong family history:
    • Proceed with a full CSF panel (as above)
    • Consider Amyloid-PET for confirmation if CSF is declined or inconclusive
  • If results are normal:
    • Reassuring against Alzheimer's disease
    • Still consider:
    • Lewy body dementia
    • Frontotemporal degeneration
    • Functional or psychiatric cognitive syndromes
    • Reassess in 6-12 months:
      • Repeat MoCA
      • Repeat MRI
      • Serial pTau217 and NfL levels
  • If RPD Trigger Workup:
    • Clinical history suggests rapid decline (symptom onset to dementia within 1-2 years) and elevated NfL or pTau
    • Proceed directly to Rapidly Progressive Dementia evaluation

Step 4: Rapidly Progressive Dementia (RPD) Workup

Rapidly Progressive Dementia (RPD) refers to cognitive disorders characterized by a swift and significant decline in cognitive abilities, typically progressing from symptom onset to dementia within less than 24 months-and often within 12 months. Unlike typical neurodegenerative diseases such as Alzheimer's, which progress over years, RPD requires urgent evaluation due to its broad differential diagnosis, including:

  • Autoimmune encephalitis
  • Infectious etiologies (e.g., prion diseases, viral encephalitis)
  • Neoplastic/paraneoplastic syndromes
  • Toxic-metabolic and vascular causes
  • Atypical presentations of neurodegeneration

Because many causes of RPD are treatable or reversible, early recognition and expedited workup are critical.

  • Laboratory Tests:
    • ESR, CRP
    • ANA, ANCA, Anti-thyroid antibodies
    • HIV, Syphilis serology
    • Vitamins B1, B12, E
    • Paraneoplastic and autoimmune encephalitis panels
  • CSF Analysis:
    • Cell count, Glucose, Protein
    • A beta 42/40, pTau, Total tau, NSE
    • 14-3-3 protein, RT-QuIC
    • Oligoclonal bands
    • Autoimmune encephalitis markers
  • Neuroimaging:
    • MRI Brain with diffusion-weighted imaging (DWI)
    • FDG-PET if frontotemporal degeneration suspected
  • Additional Evaluations:
    • EEG (encephalopathy, seizure activity)
    • Syn-One skin biopsy (if synucleinopathy suspected)

Source: Geschwind MD. Rapidly Progressive Dementia. Continuum (Minneap Minn). 2016 Apr;22(2):510-537.

Step 5: Follow-Up and Monitoring

  • If diagnosis remains uncertain:
    • Reassess every 6-12 months
    • MoCA or MMSE
    • MRI brain
    • Serum biomarkers (pTau217, NfL)
  • If diagnosis is confirmed:
    • Initiate appropriate management
    • Educate and support patient and caregivers

Step 6: Questions remain?

If you're ever unsure, refer to your friendly neighborhood Ochsner Neurocognitive Program. We're here to help.