What is the initial workup and treatment for a patient presenting with depression?

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Initial Workup and Treatment for Depression

The initial workup for depression should include standardized screening tools, assessment of depressive symptoms based on DSM-5 criteria, evaluation for comorbidities, and development of a treatment plan that includes education, safety planning, and either active monitoring (for mild depression) or immediate treatment (for moderate to severe depression). 1

Initial Assessment and Diagnosis

Screening and Identification

  • Use formal depression screening instruments for all patients or targeted screening for high-risk individuals 1
  • High-risk factors warranting targeted screening:
    • Previous history of depression
    • Family history of depression, bipolar disorder, or suicide
    • Substance use disorders
    • Significant psychosocial stressors or trauma history
    • Frequent somatic complaints
    • Foster care or adoption 1

Diagnostic Evaluation

  1. Symptom Assessment:

    • Evaluate symptoms using DSM-5 diagnostic criteria
    • Use standardized depression tools to aid assessment
    • Look beyond self-reported mood - depression may present as irritability, fatigue, insomnia, weight changes, or academic/work decline 1
  2. Severity Assessment:

    • Determine if depression is mild, moderate, or severe
    • Assess functional impairment across domains (home, school/work, social)
    • Evaluate subjective distress 1
  3. Comorbidity Screening:

    • Screen for other psychiatric conditions (anxiety, substance use)
    • Rule out medical causes of depressive symptoms
    • Consider medication side effects that may cause depression 2
  4. Safety Assessment:

    • Evaluate suicide risk (ideation, plan, intent, access to means)
    • Assess for self-harm behaviors
    • Determine need for immediate intervention 1

Initial Management

For All Patients with Depression

  1. Education and Counseling:

    • Educate patient and family about depression causes, symptoms, and treatment options
    • Discuss expected outcomes and timeline for improvement
    • Provide information at an appropriate developmental/educational level 1
  2. Safety Planning:

    • Establish emergency communication plan
    • Restrict access to lethal means
    • Engage concerned third parties for support
    • Warn about disinhibiting effects of alcohol and drugs 1
  3. Treatment Goal Setting:

    • Develop specific, measurable goals in key functioning areas
    • Create written action plans to improve adherence 1

Treatment Approach Based on Severity

For Mild Depression:

  • Consider active support and monitoring before starting medication or formal therapy 1
  • Components of active support:
    • Regular follow-up (every 1-2 weeks initially)
    • Psychoeducation and supportive counseling
    • Self-management strategies
    • Monitoring of symptoms and suicidality 1

For Moderate to Severe Depression:

  • Immediate treatment initiation is recommended 1
  • Treatment options:
    1. Pharmacotherapy:

      • Start with second-generation antidepressants (SSRIs) as first-line 3
      • Initial adult dose: fluoxetine 20mg daily in the morning 4
      • Initial pediatric dose: fluoxetine 10mg daily (can increase to 20mg after 1 week) 4
      • Full effect may take 4+ weeks 4
      • Monitor closely for side effects and suicidality, especially in first 1-2 weeks 3
    2. Psychotherapy:

      • Cognitive behavioral therapy (CBT) is highly effective 3
      • Other effective options: interpersonal therapy, psychodynamic therapies 3
    3. Combination Treatment:

      • For moderate to severe depression, combining medication and psychotherapy may be more effective than either alone 3

Ongoing Management

  1. Regular Monitoring:

    • Assess response within 1-2 weeks of starting treatment
    • Monitor for therapeutic response, side effects, and suicidality 3
    • If inadequate response after 6-8 weeks, consider dose adjustment, medication switch, or adding psychotherapy 3
  2. Treatment Duration:

    • First episode: continue treatment 4-9 months after achieving remission 3
    • Recurrent depression: consider maintenance treatment for 1+ year 3
  3. Collaborative Care:

    • Organize clinical settings to reflect best practices in integrated care models
    • Facilitate contact with psychiatrists, case managers, or embedded therapists 1
    • Consider mental health consultation for complex cases (severe depression, comorbidities) 1

Common Pitfalls to Avoid

  1. Inadequate Diagnosis:

    • Failing to use standardized tools or diagnostic criteria
    • Missing comorbid conditions that complicate treatment 5
  2. Insufficient Monitoring:

    • Not following up soon enough after treatment initiation
    • Failing to assess for suicidality, especially early in treatment 3
  3. Premature Treatment Discontinuation:

    • Stopping medication too soon after symptom improvement
    • Abrupt discontinuation leading to withdrawal symptoms 3
  4. Overlooking Psychosocial Factors:

    • Focusing solely on medications without addressing environmental stressors
    • Not involving family/support systems in treatment planning 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Antidepressant Treatment Guidelines

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

The State of Care for Persons With a Diagnosis of Depression.

Deutsches Arzteblatt international, 2022

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.

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