Assessment and Treatment of Mild Forgetfulness in the Elderly
When an elderly patient presents with mild forgetfulness, do not screen asymptomatic individuals, but once cognitive concerns are raised by the patient, informant, or clinician, immediately proceed with validated cognitive assessments, functional evaluation, and systematic exclusion of reversible causes. 1
When to Assess (Not Screen)
Screening asymptomatic elderly patients for mild cognitive impairment is not recommended. 1 However, primary care physicians must remain vigilant for specific warning signs that trigger formal assessment:
- Cognitive complaints reported by the patient, family member, or observed by the clinician 1
- Unexplained decline in instrumental activities of daily living (managing medications, finances, appointments) 1
- Missed appointments or appearing at incorrect times 1
- Difficulty following instructions or taking medications properly 1
- New-onset behavioral changes including late-life depression or anxiety 1
- Being victimized by financial scams 1
For high-risk patients (very advanced age, Parkinson's disease, recent delirium, diabetes, stroke/TIA history, untreated sleep apnea, late-onset depression, recent head injury), actively inquire about cognitive concerns even without overt symptoms. 1
Diagnostic Evaluation: Three-Step Structured Approach
The Alzheimer's Association 2025 guidelines provide a hierarchical framework 1:
Step 1: Establish Cognitive-Functional Status
Confirm the diagnosis of MCI requires three elements 2, 3:
- Subjective cognitive concern from patient, informant, or clinician observation of decline from previous functioning 2, 3
- Objective cognitive impairment documented by testing showing performance 1-1.5 standard deviations below age and education-matched norms 2, 3
- Preserved functional independence with only minimal assistance needed for complex tasks—this distinguishes MCI from dementia 2, 3
Validated cognitive assessment tools include 1:
- Memory testing: Word list learning with multiple trials, immediate and delayed paragraph recall, delayed recall of non-verbal materials 1, 3
- Executive function: Trail Making Test 1, 3
- Language: Boston Naming Test, letter and category fluency 1, 3
- Visuospatial skills: Figure copying 1
- Attention: Digit span forward 1
For office-based assessment when formal testing is unavailable, ask the patient to learn a street address (e.g., "John Brown, 42 Market Street, Chicago") and recall it after 3-5 minutes, though recognize this approach is insensitive to subtle early dysfunction. 1
Neuropsychological evaluation is the gold standard for demonstrating cognitive deficits and improving diagnostic accuracy beyond brief cognitive screens. 1, 3
Step 2: Characterize the Cognitive-Behavioral Syndrome
Determine the predominant cognitive domain affected 1, 3:
- Amnestic MCI: Memory impairment predominates (most common in those progressing to Alzheimer's disease) 1, 3
- Non-amnestic MCI: Language, executive function, visuospatial, or attention deficits predominate 3
- Single or multiple domain involvement 1, 3
Atypical presentations include visual variant (posterior cortical atrophy) or language variant (logopenic aphasia), both consistent with MCI due to Alzheimer's disease. 1
Step 3: Identify Underlying Etiology and Exclude Reversible Causes
Critical reversible causes to systematically exclude 4:
- Medications: Anticholinergics, benzodiazepines, opioids 4
- Metabolic disorders: Hypoglycemia, hyperglycemia, hyponatremia, hypercalcemia, thyroid dysfunction, B12 deficiency, liver/kidney failure 4
- Infections: Urinary tract infections, pneumonia (most common acute cause in elderly) 4
- Cerebrovascular events: Stroke, multiple lacunar infarcts, extensive white matter disease 1, 4
- Structural lesions: Subdural hematoma, brain tumor 4
- Depression and other psychiatric conditions 1, 4
- Sleep apnea (untreated) 1
Essential laboratory evaluation 4:
- Complete blood count, comprehensive metabolic panel (electrolytes, glucose, kidney and liver function)
- Thyroid function tests
- Vitamin B12 level
- Urinalysis
Neuroimaging (preferably MRI) is essential for detecting vascular changes, structural lesions, and patterns characteristic of neurodegenerative diseases. 4
Longitudinal Assessment
Obtain serial cognitive assessments whenever possible to document progressive decline, which strengthens diagnostic accuracy and distinguishes MCI from stable age-related changes. 1 The annualized rate of decline on ADAS-cog in untreated patients is approximately 2-4 points per year. 5
Treatment Approach
Non-Pharmacological Interventions (First-Line)
Lifestyle modifications have the strongest evidence for potentially slowing progression 6:
- Cognitive stimulation and training 6, 7
- Regular physical exercise 6
- Dietary modifications (Mediterranean-style diet patterns) 6
Vascular Risk Factor Management
Aggressive treatment of vascular risk factors is strongly recommended 1:
- Hypertension: Treat according to Hypertension Canada guidelines; for diastolic BP ≥90 mmHg or systolic BP ≥140 mmHg 1
- In middle-aged and older hypertensive patients with vascular risk factors, consider systolic BP target <120 mmHg to decrease MCI risk 1
- Stroke prevention: All patients with cognitive symptoms should receive guideline-recommended stroke prevention treatments 1
- Diabetes management: Screen annually for cognitive impairment in adults ≥65 years with diabetes 1
Pharmacological Treatment
Cholinesterase inhibitors (donepezil, galantamine, rivastigmine) are NOT approved for MCI and have NOT been shown to prevent progression to dementia. 7 The strongest evidence from systematic reviews demonstrates that cholinesterase inhibitors do not reduce incident dementia in MCI patients. 7
For vascular cognitive impairment specifically, cholinesterase inhibitors and memantine may be considered in selected patients, though evidence is limited. 1
Donepezil is FDA-approved only for mild to moderate Alzheimer's disease (MMSE 10-26), not for MCI. 5 Single trials showed cognitive improvement with donepezil over 48 weeks in MCI, but this did not translate to dementia prevention. 7
There are currently no FDA-approved pharmacological treatments for MCI of any etiology. 8, 7
Monitoring and Follow-Up
Annual screening for cognitive impairment is indicated for adults ≥65 years to detect progression. 1 More frequent monitoring may be appropriate based on individual risk factors and rate of decline. 1
Avoid hypoglycemia in diabetic patients, as it increases risk of cognitive decline. 1 Adjust glycemic targets based on cognitive status (A1C <8.0-8.5% for those with cognitive impairment). 1
Critical Clinical Pitfalls to Avoid
- Do not attribute all forgetfulness to "normal aging" without objective assessment when concerns are raised 1
- Do not diagnose MCI without excluding reversible causes (medications, metabolic disorders, depression) 4, 8
- Do not prescribe cholinesterase inhibitors for MCI expecting dementia prevention—the evidence shows they are ineffective for this purpose 7
- Do not delay neuroimaging when structural or vascular causes are possible 4
- Sudden decline over days is atypical for MCI and requires urgent evaluation for acute causes (delirium, stroke, infection) 4
Prognosis and Counseling
Not all patients with MCI progress to dementia—some remain stable or improve. 3, 9 However, MCI represents heightened risk for further cognitive decline, making early identification valuable for implementing interventions and planning. 8 Memory-predominant (amnestic) MCI has the highest risk of progression to Alzheimer's disease dementia. 1, 3