Clinical Workflow for Dementia Evaluation


Listen to the Podcast

Article image

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

This article outlines a structured, stepwise approach for evaluating patients presenting with cognitive concerns, emphasizing identification, diagnostic precision, and appropriate referral pathways. From comprehensive history-taking to advanced biomarker analysis, each stage is designed to differentiate between neurodegenerative, reversible, and rapidly progressive conditions.

Step 1: Comprehensive Initial Assessment

Patient presents with cognitive concerns. Begin with a full clinical assessment:

  • History
    • Onset and Progression of Symptoms: Determine whether the 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 the onset of dementia.
    • Comorbidities: Identify vascular risk factors (e.g., hypertension, diabetes), psychiatric conditions (e.g., depression, anxiety), and other neurological disorders that may contribute to cognitive impairment.
    • Medications: Review current and recent medications for agents that may affect cognition, such as anticholinergics, benzodiazepines, or opioids.
    • Family History: Inquire about a history of dementia or neurodegenerative diseases in family members, which may suggest a genetic predisposition.
    • Behavioral and Psychiatric Symptoms: Note any changes in behavior, mood, or personality, such as apathy, disinhibition, or hallucinations, which can aid in differentiating between dementia subtypes.
  • Neurologic Examination: Motor signs, apraxia, parkinsonism , language/speech changes, upper 
    • 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, Bédirian 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/Aβ42 ratio
      • Neurofilament light chain (NfL) or Amyloid-Tau-Neurodegeneration (ATN) Profile

Disclaimer: While pTau181, pTau217, and the pTau217/Aβ42 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 elevated, or pTau217/Aβ42 ratio 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
      • Aβ42/40 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 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 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 a category of 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
    • Aβ42/40, 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. 

Search


Categories


Partners


Subscribe

Sign up with your email address to receive news and updates.

Mailchimp