How do you write a SOAP (Subjective, Objective, Assessment, Plan) assessment for a patient with Parkinson's disease?

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Writing a SOAP Assessment for Parkinson's Disease

Assessment Section Structure

The assessment section of a SOAP note for a patient with Parkinson's disease should clearly document disease severity, motor and non-motor symptoms, functional status, and treatment response using standardized rating scales and objective findings.

Key Components to Include

1. Disease Classification and Staging

  • Document the Hoehn and Yahr stage (I-V) to classify disease progression 1, 2

    • Stage I: Unilateral involvement with minimal impairment
    • Stage II: Bilateral involvement without balance impairment
    • Stage III: Mild to moderate bilateral disease with postural instability
    • Stage IV: Severe disability, still able to walk or stand unassisted
    • Stage V: Wheelchair bound or bedridden unless assisted
  • Specify disease pattern: tremor-predominant, akinetic-rigid, or mixed phenotype 1

2. Motor Symptom Assessment

  • Document presence and severity of the four cardinal motor symptoms 3:

    • Bradykinesia: Specify severity and affected body regions
    • Resting tremor: Note 4-6 Hz frequency, asymmetry, and whether it decreases during voluntary movement
    • Rigidity: Document increased muscle tone and resistance to passive movement
    • Postural instability: Note impaired balance and coordination
  • Include UPDRS Part III (motor) score if available 2

    • Provides objective measurement of 14 motor items with maximum score of 108
    • Higher scores indicate worse motor function

3. Non-Motor Symptom Assessment

  • Document presence and severity of common non-motor symptoms:
    • Cognitive status: Note any impairment, especially executive dysfunction
    • Mood disorders: Depression, anxiety, apathy
    • Sleep disturbances: REM sleep behavior disorder, insomnia, excessive daytime sleepiness
    • Autonomic dysfunction: Orthostatic hypotension, constipation, urinary symptoms
    • Sensory symptoms: Pain, olfactory dysfunction

4. Functional Status Assessment

  • Document impact on activities of daily living using UPDRS Part II score if available 2

    • Assesses 13 ADL items with maximum score of 52
    • Higher scores indicate greater functional impairment
  • Note specific functional limitations:

    • Mobility: Walking difficulties, freezing of gait, falls
    • Self-care: Dressing, bathing, feeding difficulties
    • Fine motor tasks: Writing, handling utensils, opening containers

5. Treatment Response Assessment

  • Document response to dopaminergic therapy 4, 5:

    • ON/OFF fluctuations: Duration and severity
    • Wearing-off phenomena: Timing relative to medication doses
    • Dyskinesias: Type, timing, and severity
  • Note current medication regimen effectiveness:

    • Levodopa response: Excellent, good, partial, or poor
    • Motor complications from long-term therapy

6. Dysphagia Assessment

  • Document swallowing function, especially for patients with 6:
    • Hoehn & Yahr stage above II
    • Weight loss or low BMI (<20 kg/m²)
    • Drooling or sialorrhea
    • Cognitive impairment
    • Any signs of swallowing difficulties

7. Nutritional Status

  • Document weight changes, BMI, and nutritional concerns 6
  • Note any vitamin deficiencies, particularly vitamin D, B12, and folate

Sample Assessment Format

"Patient presents with Parkinson's disease, Hoehn & Yahr stage ___, characterized by [asymmetric/symmetric] involvement with [predominant symptom pattern]. UPDRS motor score is ___ (if available), showing [mild/moderate/severe] bradykinesia affecting [body regions], [resting/postural/kinetic] tremor that is [present/absent] at rest and [increases/decreases] with movement, [mild/moderate/severe] rigidity in [affected limbs], and [present/absent] postural instability.

Non-motor manifestations include [cognitive status], [mood symptoms], [sleep disturbances], [autonomic symptoms], and [sensory symptoms]. Functionally, patient [is/is not] independent in ADLs with specific difficulties in [areas of impairment]. Patient [does/does not] experience motor fluctuations with [good/partial/poor] response to current dopaminergic therapy. [If applicable: Dysphagia assessment reveals...]. Nutritional status is [stable/declining] with BMI of ___."

Common Pitfalls to Avoid

  1. Failing to use standardized rating scales (UPDRS, Hoehn & Yahr) to objectively document disease severity 2

  2. Overlooking non-motor symptoms, which significantly impact quality of life 7

  3. Not documenting medication response patterns, which are crucial for treatment adjustments 4, 5

  4. Missing dysphagia assessment in at-risk patients, which is associated with pneumonia risk 6

  5. Neglecting to assess fall risk, especially in patients with postural instability 3

  6. Failing to document the impact of symptoms on functional status and quality of life 7

References

Research

Motor assessment in Parkinson`s disease.

Annals of agricultural and environmental medicine : AAEM, 2017

Research

Assessment of Parkinson disease manifestations.

Current protocols in neuroscience, 2009

Guideline

Falls and Movement Disorders in the Elderly

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

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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