What is the initial workup and management for a patient presenting with dizziness and lightheadedness?

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Initial Workup and Management for Dizziness and Lightheadedness

The initial workup for dizziness and lightheadedness should focus on distinguishing between four main categories: vertigo, presyncope, disequilibrium, and lightheadedness, with targeted testing based on timing and triggers rather than symptom quality.

Classification of Dizziness

Dizziness can be categorized into four main types:

  1. Vertigo: False sensation of motion or spinning

    • Characterized by: Rotational sensation, nausea, vomiting, balance problems
    • Common causes: BPPV, vestibular neuritis, Meniere's disease, central causes
  2. Presyncope/Orthostatic Intolerance: Near-fainting sensation

    • Characterized by: Lightheadedness upon standing, visual dimming, feeling of impending faint
    • Common causes: Orthostatic hypotension, cardiac arrhythmias, vasovagal reactions
  3. Disequilibrium: Unsteadiness or imbalance without vertigo

    • Characterized by: Feeling of imbalance, worse when walking
    • Common causes: Peripheral neuropathy, Parkinson's disease, cerebellar disorders
  4. Lightheadedness: Vague sensation of disconnection

    • Characterized by: Vague "floating" sensation, often chronic
    • Common causes: Anxiety, hyperventilation, medication side effects

Diagnostic Approach

1. History Taking - Focus on Timing and Triggers

  • Timing patterns:

    • Episodic vs. continuous
    • Duration of episodes (seconds, minutes, hours, days)
    • Onset (sudden vs. gradual)
  • Triggers:

    • Positional changes (lying down, rolling over, standing up)
    • Head movements
    • Specific environments (crowds, heights)
    • Exertion
    • Medications
  • Associated symptoms:

    • Hearing loss or tinnitus (suggests inner ear disorder)
    • Headache (may suggest vestibular migraine)
    • Neurological symptoms (numbness, weakness, visual changes)
    • Palpitations or chest pain (suggests cardiac cause)
    • Nausea/vomiting (common with vertigo)

2. Physical Examination

  • Vital signs:

    • Orthostatic blood pressure and heart rate (supine, then standing after 1-3 minutes)
    • Define orthostatic hypotension as drop in systolic BP ≥20 mmHg or diastolic BP ≥10 mmHg 1
  • Cardiovascular examination:

    • Heart rate and rhythm
    • Murmurs or abnormal heart sounds
  • Neurological examination:

    • Cranial nerves
    • Motor strength and coordination
    • Gait assessment
  • Vestibular assessment:

    • HINTS examination (Head-Impulse, Nystagmus, Test of Skew) for acute vestibular syndrome 2
    • Dix-Hallpike maneuver for suspected BPPV
    • Supine roll test for horizontal canal BPPV

3. Targeted Laboratory Testing

Laboratory tests should be ordered selectively based on clinical suspicion:

  • For orthostatic dizziness/presyncope:

    • CBC and electrolytes 2
    • Blood glucose/HbA1c for diabetic patients 2
    • Renal function tests for patients on medications affecting electrolytes 2
  • For suspected anemia:

    • Complete blood count 2

4. Imaging

Imaging has low diagnostic yield in isolated dizziness without neurological deficits:

  • MRI brain (without contrast) is preferred when imaging is indicated:

    • Acute vestibular syndrome with abnormal HINTS exam
    • Presence of neurological deficits
    • High vascular risk patients with acute vestibular syndrome
    • Chronic undiagnosed dizziness not responding to treatment 2
  • CT head has poor sensitivity (28.5%) for central causes and should not be routinely ordered 2

Management Based on Diagnosis

1. Vertigo Management

  • BPPV:

    • Canalith repositioning procedure (Epley maneuver) for posterior canal BPPV
    • Roll maneuvers for horizontal canal BPPV 2
  • Vestibular neuritis:

    • Short-term vestibular suppressants
    • Vestibular rehabilitation 2
  • Meniere's disease:

    • Salt restriction
    • Diuretics 3

2. Presyncope/Orthostatic Hypotension Management

  • Initial OH (within 15 seconds of standing):

    • Slow position changes
    • Counter-maneuvers (leg crossing, muscle tensing)
  • Classic OH (within 3 minutes of standing):

    • Volume expansion (adequate hydration)
    • Medication adjustment (review vasodilators, diuretics)
    • Alpha agonists or mineralocorticoids for persistent cases 4
  • Delayed OH (beyond 3 minutes):

    • Similar to classic OH management
    • May require longer monitoring periods

3. Disequilibrium Management

  • Treat underlying cause (e.g., diabetic neuropathy, Parkinson's disease)
  • Physical therapy and gait training
  • Assistive devices as needed

4. Lightheadedness Management

  • Address underlying psychiatric disorders (anxiety, depression)
  • Breathing techniques for hyperventilation
  • Medication review and adjustment

Red Flags Requiring Urgent Evaluation

  • Acute onset severe headache with dizziness (possible subarachnoid hemorrhage)
  • Focal neurological deficits (possible stroke)
  • Abnormal HINTS examination suggesting central cause 2
  • New-onset severe dizziness in patients >65 years with vascular risk factors 5
  • Ataxia symptoms (OR=11.39 for central causes) 5
  • History of previous stroke (OR=3.89 for central causes) or diabetes mellitus (OR=3.57) 5

Common Pitfalls to Avoid

  • Overreliance on imaging: MRI may miss approximately 20% of strokes if performed early 2
  • Overuse of vestibular suppressants: Can delay central compensation 2
  • Failure to perform appropriate positional testing: Missing BPPV diagnosis 2
  • Missing red flags for central causes: Such as neurological symptoms or atypical nystagmus patterns 2
  • Inadequate patient education: Leading to poor outcomes and increased fall risk 2

Follow-up Recommendations

  • Schedule follow-up to assess treatment effectiveness
  • Consider referral to specialists (neurology, ENT, cardiology) for persistent symptoms
  • Provide fall prevention counseling, especially for elderly patients
  • Inform about recurrence rates (15% per year, up to 50% at 5 years) 2

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Dizziness and Vertigo Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Dizziness: Approach to Evaluation and Management.

American family physician, 2017

Research

Dizziness: a diagnostic approach.

American family physician, 2010

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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