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
Failing to use standardized rating scales (UPDRS, Hoehn & Yahr) to objectively document disease severity 2
Overlooking non-motor symptoms, which significantly impact quality of life 7
Not documenting medication response patterns, which are crucial for treatment adjustments 4, 5
Missing dysphagia assessment in at-risk patients, which is associated with pneumonia risk 6
Neglecting to assess fall risk, especially in patients with postural instability 3
Failing to document the impact of symptoms on functional status and quality of life 7