Can you provide a comprehensive clerking template for assessing a patient with autism spectrum disorder (ASD)?

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Last updated: October 14, 2026 • View editorial policy

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Autism Spectrum Disorder Clerking Template

Use the structured tiered evaluation approach from the 2013 ACMG guidelines, which provides a systematic framework for assessing patients with ASD from initial presentation through genetic evaluation and counseling. 1

Pre-Evaluation Requirements

Before initiating the genetic evaluation, confirm the following:

  • Formal ASD diagnosis by a trained professional using objective criteria and standardized tools 2
  • Complete audiogram to rule out significant hearing loss (mandatory for all patients) 1, 2
  • Cognitive testing to establish baseline intellectual functioning 2
  • Verify newborn screening results 2
  • EEG if clinical suspicion of seizures exists 2
  • High-resolution chromosomal analysis and Fragile X studies may be performed before referral 2

History Taking

Developmental History

  • Age of symptom onset and pattern of development
  • Regression history (warrants additional metabolic/genetic workup) 3
  • Milestone achievement in social, communication, motor, and cognitive domains
  • Pattern of restricted interests and repetitive behaviors

Family History

  • Recurrence risk counseling: 3-10% for full siblings (7% if affected child is female, 4% if male; ≥30% if two or more affected children) 1
  • Family history of ASD, intellectual disability, psychiatric conditions
  • Consanguinity
  • Three-generation pedigree

Medical History

  • Prenatal exposures (infections, medications, alcohol, toxins)
  • Birth history and perinatal complications
  • Infectious history: encephalitis, meningitis, congenital rubella 3
  • Seizure history or staring spells 3
  • Head trauma 3
  • Endocrine disorders (hypothyroidism) 3

Current Functioning

  • Communication abilities (receptive and expressive language, pragmatic skills)
  • Adaptive functioning across domains
  • Sleep patterns and disturbances
  • Sensory sensitivities or motor difficulties
  • Behavioral challenges and their functional impact

Physical Examination

Dysmorphology Assessment

Critical first step: Detailed examination for dysmorphic features to identify syndromic forms of ASD 2

  • Growth parameters: Height, weight, head circumference (plot on growth charts)
    • Head circumference >2.5 SD above mean triggers PTEN gene testing 2
  • Facial features (eyes, ears, nose, mouth, philtrum)
  • Limb abnormalities
  • Skin examination with Woods lamp evaluation (mandatory to detect hypopigmented macules suggesting tuberous sclerosis) 2
  • Clonal pigmentary abnormalities (triggers fibroblast karyotype if leukocyte karyotype normal) 2
  • Neurological examination

First-Tier Genetic/Metabolic Testing

Proceed with these investigations if not already performed:

Mandatory for All Patients

  • High-resolution chromosomal analysis (peripheral karyotype) 2
  • Fragile X DNA testing 2

If Clinical Indicators Present

  • Rubella titers (if clinical indicators suggest congenital infection) 2
  • Metabolic screening (only if clinical indicators present AND condition not assessed by newborn screening): 2
    • Urine mucopolysaccharides and organic acids
    • Serum lactate, amino acids, ammonia, acyl-carnitine profile

If Specific Syndrome Suspected

Proceed directly with targeted testing for that condition 2

Second-Tier Testing

Order based on first-tier results and clinical findings:

  • Chromosomal microarray (comparative genomic hybridization) - now elevated to near first-tier status given 30-40% diagnostic yield 1, 2
  • Fibroblast karyotype if leukocyte karyotype normal AND clonal pigmentary abnormalities noted 2
  • MECP2 gene testing (females only) 2
  • PTEN gene testing if head circumference >2.5 SD above mean 2

Third-Tier Testing

Consider based on clinical suspicion:

  • Brain MRI 2
  • Serum and urine uric acid: 2
    • If elevated: HgPRT and PRPP synthetase superactivity testing
    • If low: purine/pyrimidine panel (uracil excretion, xanthine, hypoxanthine)

Tests NOT Recommended for Routine Use

The following lack sufficient evidence for routine testing 1:

  • CDKL5 testing
  • Cholesterol/7-dehydrocholesterol
  • Chromosome 15 methylation/UBE3A gene testing
  • Mitochondrial gene sequencing
  • Selected neurometabolic screening (unless specific clinical indicators present)

Assessment of Co-occurring Conditions

Psychological Assessment

  • Standardized intelligence testing (note scatter and splinter/savant skills) 3
  • Adaptive behavior measures 3
  • Areas of strength and weakness for intervention planning 3

Communication Assessment

  • Receptive and expressive vocabulary 3
  • Pragmatic/social language use 3

Additional Evaluations as Indicated

  • Occupational therapy for sensory/motor difficulties 3
  • Physical therapy evaluation 3
  • Sleep assessment 3

Coordination and Follow-Up

  • Establish primary care medical home for every patient 1
  • Partner between primary care physician and clinical geneticist for test coordination 1
  • Periodic reevaluations for patients without initial etiologic diagnosis (timing negotiated among patient/family, primary care, and geneticist) 1
  • Changes in technology and phenotype understanding may aid later diagnosis 1

Genetic Counseling

Provide to all families regardless of whether etiology identified:

If Etiology Identified

  • Specific recurrence risks based on identified condition
  • Natural history and prognosis
  • Management implications
  • Available treatments

If No Etiology Identified

  • Use empiric recurrence risk data (3-10% for siblings, modified by sex as above) 1
  • Discuss possibility of future testing as technology advances 1

Key Clinical Pitfalls to Avoid

  • Do not skip the audiogram - hearing loss must be ruled out before attributing symptoms to ASD 1, 2
  • Do not order extensive metabolic panels without clinical indicators - this is poorly tolerated by families and not cost-effective 2
  • Do not miss the Woods lamp examination - tuberous sclerosis can be easily overlooked 2
  • Do not forget to measure head circumference accurately - macrocephaly triggers specific genetic testing 2
  • Do not delay referral to genetics - diagnostic yield is now 30-40% with modern testing 1

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.