What further workup can be done for an elderly patient with complaints of forgetfulness, a Patient Health Questionnaire-2 (PHQ2) score of 0, a Mini-Cog score of 5, and a Saint Louis University Mental Status (SLUMS) score of 25?

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Further Workup for Elderly Patient with Forgetfulness and Normal Screening Scores

Despite reassuring cognitive screening scores (Mini-Cog 5/5 and SLUMS 25/30 both normal), this patient requires comprehensive laboratory testing and structural brain imaging to identify reversible causes of cognitive symptoms and establish a baseline for future monitoring. 1, 2

Why Further Workup is Necessary Despite Normal Scores

  • The patient's subjective complaint of forgetfulness warrants investigation even with normal screening scores, as cognitive tests can miss early impairment in highly educated or intellectually capable individuals 2, 3
  • A Mini-Cog score of 5/5 is normal (threshold for concern is <3), but this test has limited sensitivity for mild cognitive impairment 4, 2
  • A SLUMS score of 25/30 is normal (≥27 for high school education, ≥21 for less education), but screening tools show variability and may not detect subtle deficits 3
  • The PHQ-2 score of 0 effectively rules out depression as a cause of memory complaints 4, 5

Mandatory Laboratory Testing Panel

Obtain a comprehensive Tier 1 laboratory panel including: 1

  • Complete blood count with differential to assess for anemia, infection, or hematologic disorders 1
  • Complete metabolic panel (Chem-20) including renal function, hepatic function, electrolytes, glucose, calcium, magnesium, and phosphate 1
  • Thyroid-stimulating hormone (TSH) to screen for thyroid dysfunction 1
  • Vitamin B12 level to detect reversible deficiency 1
  • Homocysteine level as additional marker of B12/folate deficiency and vascular risk 1
  • C-reactive protein (CRP) and erythrocyte sedimentation rate (ESR) for inflammatory conditions 1
  • Lipid panel for vascular risk assessment 1
  • Hemoglobin A1C for diabetes screening 1

Structural Brain Imaging

  • MRI brain is preferred over CT scan to evaluate for vascular lesions, atrophy patterns, and other structural abnormalities that may explain cognitive symptoms 2
  • Neuroimaging should be performed in conjunction with laboratory testing as part of comprehensive diagnostic evaluation 1

Enhanced Cognitive Assessment

  • Administer the Montreal Cognitive Assessment (MoCA), which has 90% sensitivity for mild cognitive impairment compared to MMSE's 18% sensitivity 6
  • The MoCA is more sensitive than Mini-Cog or SLUMS for detecting early cognitive changes in patients with persistent subjective complaints 2, 6

Functional Assessment

  • Assess instrumental activities of daily living (IADLs) using the Functional Activities Questionnaire (FAQ) 2
  • Document specific abilities: managing finances, medications, transportation, household management, cooking, and shopping 2
  • Obtain corroborative history from a reliable informant about changes in cognition, function, and behavior, which has significant prognostic value 2

Behavioral and Neuropsychiatric Evaluation

  • Although PHQ-2 is negative, consider administering the Neuropsychiatric Inventory Questionnaire (NPI-Q) to assess for behavioral and psychological symptoms 2
  • Screen for other mood symptoms beyond depression that may affect cognition 2

Follow-Up Strategy

  • Schedule follow-up visits every 6-12 months to track for any cognitive decline over time 2
  • Serial assessments are more valuable than single measurements for detecting progressive changes 6
  • Use multi-dimensional monitoring of cognition, functional autonomy, and behavioral symptoms 2

Critical Clinical Pitfall to Avoid

Do not dismiss subjective memory complaints based solely on normal screening scores. Most patients with dementia do not report memory complaints, but when they do, the concern warrants full evaluation even if initial cognitive testing appears normal 7. The SLUMS and Mini-Cog can miss early impairment, particularly in educated individuals 3, and laboratory abnormalities or structural brain changes may be present before cognitive testing becomes abnormal 1.

References

Guideline

Laboratory Testing for Memory Concerns

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Management Plan for a Patient with Mini-Cog Score of 3/5

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Identifying Cognitive Impairment in an Older Adult Using Two Different Screening Tools.

The Consultant pharmacist : the journal of the American Society of Consultant Pharmacists, 2018

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Clinical utility of Patient Health Questionnaire-9 (PHQ-9) in memory clinics.

International journal of psychiatry in clinical practice, 2009

Guideline

Cognitive Screening with the Mini-Mental State Examination

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

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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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