Diagnosing Dementia in the Outpatient Setting
Begin with a detailed history from both the patient and a knowledgeable informant (family member or close friend) to establish cognitive decline, functional impairment, and rule out delirium or psychiatric disorders, followed by objective cognitive testing using a validated instrument. 1, 2
Core Diagnostic Criteria for All-Cause Dementia
Dementia is diagnosed when cognitive or behavioral symptoms meet all of the following criteria 1:
- Interfere with ability to function at work or usual activities (distinguishes dementia from MCI) 1
- Represent a decline from previous levels of functioning (not lifelong deficits) 1
- Are not explained by delirium or major psychiatric disorder (requires ruling out these mimics) 1
Step 1: Obtain Collateral History from Informant
Always obtain history from a close family member or friend, as patients with dementia often lack insight into their deficits 2. Specifically ask about 1, 2:
- Memory impairment: Repetitive questions/conversations, misplacing belongings, forgetting appointments, getting lost on familiar routes 1
- Executive dysfunction: Poor judgment, inability to manage finances, poor decision-making, inability to plan complex activities 1
- Visuospatial deficits: Inability to recognize faces/objects, difficulty operating simple implements, problems orienting clothing 1
- Language problems: Word-finding difficulty, hesitations, speech/spelling/writing errors 1
- Behavioral changes: Mood fluctuations, apathy, loss of initiative, social withdrawal, decreased interest in hobbies, loss of empathy, socially inappropriate behaviors 1, 2
- Functional decline: Assess both instrumental ADLs (finances, medications, transportation) and basic ADLs (dressing, bathing, toileting) 2
Step 2: Administer Validated Cognitive Testing
For primary care settings, use brief screening tools that take 2-10 minutes 1:
- Mini-Cog (2-4 minutes): Sensitivity 76%, specificity 89%; validated in heterogeneous populations, available in multiple languages, endorsed by the Alzheimer's Association for Medicare annual wellness visits 1
- Montreal Cognitive Assessment (MoCA): More sensitive than MMSE for detecting mild cognitive impairment, particularly in memory domains 2, 3
- MMSE: Most extensively validated instrument; cut point of 23/24 or 24/25 demonstrates reasonable sensitivity and specificity, though requires ~10 minutes and is not free 1, 2
For specialty settings or when diagnosis is uncertain, consider longer instruments (10-30 minutes) 1:
- Short Test of Mental Status (STMS): More sensitive than MMSE for distinguishing normal cognition from MCI; superior for detecting subtle deficits in those who later develop dementia 1
- Addenbrooke's Cognitive Exam-III (ACE-III): Provides domain-specific scores (attention, memory, fluency, language, visuospatial) useful for differential diagnosis 1
Critical caveat: All cognitive tests are sensitive to age, education, literacy, and cultural variation 1. Informal bedside tests (e.g., three-word recall, clock drawing alone) are insensitive to early MCI and should not be used in isolation 1.
Step 3: Determine Cognitive Domain Involvement
Assess whether impairment involves a minimum of two of the following domains 1:
- Memory: Ability to acquire and remember new information 1
- Executive function: Reasoning, judgment, complex task handling 1
- Visuospatial abilities: Recognition, spatial orientation 1
- Language: Speaking, reading, writing 1
- Personality/behavior: Mood, motivation, social conduct 1
Step 4: Rule Out Reversible Causes
Order targeted laboratory tests to identify treatable conditions 2, 3:
- Complete blood count with differential 2
- Comprehensive metabolic panel (renal function, electrolytes) 2, 3
- Thyroid function tests (TSH, free T4) to exclude hypothyroidism 2, 3
- Vitamin B12, folate, and homocysteine levels (B12 deficiency can cause reversible cognitive impairment) 2, 3
- Methylmalonic acid if B12 is borderline-low (increases diagnostic sensitivity) 3
Critical pitfall: Never delay B12 replacement while waiting for test results if clinical suspicion is high, as irreversible neurologic damage can occur 3. Do not start cholinesterase inhibitors without excluding reversible causes 3.
Step 5: Obtain Neuroimaging
Brain MRI (preferred) or CT scan is indicated to identify structural causes 2, 4:
- Indications: Recent onset of symptoms, unexpected decline, recent head trauma, unexplained neurological signs 2
- What to assess: Medial temporal lobe atrophy (MTA scale), white matter changes (Fazekas scale), global cortical atrophy (GCA scale), infarcts, tumors 2, 5
The ACR Appropriateness Criteria (2024) provides specific guidance on imaging selection for different dementia subtypes 1.
Step 6: Classify the Diagnosis
Based on testing results, classify into one of three categories 2:
- Subjective cognitive decline (SCD): Cognitive concerns but normal testing 2
- Mild cognitive impairment (MCI): Objective cognitive impairment with minimal functional impact, does not meet dementia criteria 1
- Dementia: Cognitive impairment with significant functional impairment in daily activities 1, 2
The key distinction between MCI and dementia is whether there is significant interference with ability to function at work or in usual daily activities—this is inherently a clinical judgment based on patient and informant history 1.
Step 7: Longitudinal Assessment
Obtain serial cognitive assessments whenever possible to document progressive decline, which strengthens diagnostic accuracy 1. Schedule follow-up every 6-12 months for stable patients, or every 3-4 months if behavioral symptoms or rapid decline occur 2.
When to Refer to Specialist
Refer to neurology or geriatrics for 2, 4:
- Early-onset symptoms (before age 60-65) 4, 6
- Atypical presentations (e.g., visual variant, language variant) 1, 2
- Severe behavioral disturbances 4
- Uncertain diagnosis requiring neuropsychological testing 1, 2
- Rapidly progressive dementia 1
Important Caveats
The U.S. Preventive Services Task Force found insufficient evidence to recommend routine population screening for dementia 1, 2. However, clinicians should be alert to patient and caregiver concerns about cognitive changes and investigate such concerns with validated tools 7.
In patients aged 80 or older, more than one cause of dementia is often present (e.g., Alzheimer disease plus vascular dementia), requiring careful clinical evaluation 6.
Delirium must be excluded, as it involves inattention as a cardinal feature with fluctuating consciousness, whereas dementia is chronic and progressive without fluctuating consciousness 8, 7.