What is the recommended comprehensive evaluation for a patient with suspected major depressive disorder?

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Last updated: February 11, 2026View editorial policy

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Evaluation of Major Depressive Disorder

Initial Screening and Diagnosis

Use the Patient Health Questionnaire-9 (PHQ-9) as your primary screening and diagnostic tool, as it has excellent sensitivity (80-90%) and is validated for both diagnosis and monitoring treatment response. 1, 2, 3

Screening Implementation

  • Administer the PHQ-9 at the initial visit, which takes less than 5 minutes and is based on the 9 DSM-5 depression criteria 4, 1
  • A PHQ-9 score ≥10 indicates moderate to severe depression requiring treatment 1, 2
  • The 2-item version can serve as a brief screener, but scores ≥3 require completion of the full 9-item version for diagnosis 4
  • Critical pitfall: Approximately 60-76% of positive screens are false positives, so you must conduct further diagnostic questioning to confirm the diagnosis before initiating treatment 2

Diagnostic Confirmation

Confirm that the patient meets DSM-5 criteria: at least 5 symptoms present for ≥2 weeks, including either depressed mood or anhedonia, plus additional symptoms (sleep changes, appetite changes, psychomotor changes, fatigue, guilt/worthlessness, concentration problems, or suicidal ideation) 2, 3

Mandatory Risk Assessment

Evaluate suicidal risk at every consultation by asking directly about thoughts of death or suicidal ideation—this is non-negotiable. 1

  • Immediate psychiatric referral is required for significant suicidal risk, psychotic symptoms, suspected bipolar disorder, or severe depression with marked functional impairment 1

Functional Impairment Assessment

Assess the impact on work performance, family relationships, social activities, and self-care capacity 1

Additional Assessment Tools for Comprehensive Evaluation

While the PHQ-9 is your primary tool, consider supplementing with:

  • Montgomery-Åsberg Depression Rating Scale (MADRS) for clinical trials or research settings, as it has superior sensitivity to treatment changes and focuses on core depressive symptoms 4, 2
  • Hamilton Depression Rating Scale (HAM-D) as an alternative clinician-administered scale, though it has lower sensitivity than MADRS 4, 2
  • Quick Inventory of Depressive Symptomatology Self-Report (QIDS-SR) as a patient-reported measure to complement clinician assessment 4, 2

The combination of clinician-administered and self-reported scales is important, as mismatch between scores indicates poor prognosis 4

Special Population Considerations

Patients with Diabetes

  • Screen annually for depression using age-appropriate validated measures, as one in four diabetic patients has elevated depressive symptoms 4, 2
  • Reassess at diagnosis of diabetic complications or significant medical status changes 4, 2
  • Screen for anxiety symptoms related to diabetes complications, medication adherence, and hypoglycemia fears 4, 5

Patients with Stroke

  • Screen for poststroke depression, which affects 25-79% of stroke survivors and is associated with higher mortality and poorer functional recovery 4
  • The PHQ-9 performs equally well regardless of age, gender, or ethnicity in stroke populations 4

Laboratory and Medical Evaluation

Consider laboratory tests to assess for significant comorbidities, differential diagnoses, or contraindications to treatment 3

Screening Intervals

  • For patients with prior depression history, conduct ongoing monitoring within routine care to detect recurrence 2
  • Recurrent screening is most productive in patients with depression history, unexplained somatic symptoms, comorbid anxiety or panic disorder, substance abuse, or chronic pain 2

Documentation of Severity

Document depression severity using PHQ-9 scores:

  • Scores 5-9: Mild depression
  • Scores 10-14: Moderate depression
  • Scores 15-19: Moderately severe depression
  • Scores ≥20: Severe depression 1, 6

This severity stratification guides treatment intensity and monitoring frequency 1, 6

References

Guideline

Evaluation and Management of Depression

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Diagnosis and Assessment of Major Depression

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Management of Depression in Patients with Multiple Comorbidities

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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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