What is the appropriate workup for a patient presenting with fatigue?

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Last updated: February 16, 2026View editorial policy

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Workup for Fatigue

For patients presenting with fatigue, begin by quantifying severity using a 0-10 numeric rating scale: scores of 0-3 require only education and periodic rescreening, while scores of 4-10 mandate a focused evaluation targeting treatable contributing factors with specific laboratory testing. 1

Initial Screening and Severity Assessment

  • Screen all patients using a 0-10 numeric scale where 0 = no fatigue and 10 = worst fatigue imaginable, asking specifically about the past 7 days 1, 2
  • Mild fatigue (scores 0-3) requires no further workup—provide education on fatigue management and rescreen at regular intervals 3, 2
  • Moderate to severe fatigue (scores 4-10) triggers a comprehensive focused evaluation 1, 2
  • Recognize that scores ≥7 typically indicate marked decrease in physical functioning and warrant urgent attention 1, 2

Focused History for Moderate to Severe Fatigue (Scores 4-10)

Fatigue Characteristics

  • Document onset, pattern, duration, and temporal changes in fatigue over time 1, 2
  • Identify associated or alleviating factors and interference with normal daily activities 1, 2
  • Assess the patient's self-assessment of potential causes 1

Red Flag Symptoms Requiring Immediate Attention

  • Screen for fever, drenching night sweats, unexplained weight loss, pain, pulmonary complaints, lymphadenopathy, hepatosplenomegaly, or skin manifestations 1
  • The presence of these symptoms warrants more extensive workup to screen for metastatic disease or serious comorbidities 3

Medication Review

  • Document ALL prescription medications, over-the-counter drugs, herbal supplements, and vitamins 1
  • Specifically identify fatigue-inducing agents: β-blockers, SSRIs, narcotics, antidepressants, antiemetics, antihistamines, and sleep aids 1, 4
  • Note recent medication changes that temporally correlate with symptom onset 1
  • Consider dose adjustments or discontinuation when appropriate 1

Contributing Factors Assessment

  • Screen for depression and anxiety using validated tools (PHQ-9 or GAD-7)—present in 25-33% of fatigued patients 1
  • Evaluate sleep quality, quantity, hygiene behaviors, and screen time before bed—sleep disturbances occur in 30-75% of fatigued patients 1
  • Assess pain severity and characteristics, as pain commonly clusters with fatigue 1, 2
  • Screen for alcohol and substance abuse 1
  • Document weight changes, current weight, BMI, caloric intake changes, and impediments to nutritional intake 1
  • Query functional status, including changes in exercise or activity patterns and ability to accomplish normal daily activities 1

Laboratory Workup for Moderate to Severe Fatigue (Scores 4-10)

The American College of Physicians recommends the following initial screening tests: 1

  • Complete blood count with differential (screen for anemia) 1
  • Comprehensive metabolic panel (evaluate electrolytes, hepatic, and renal function) 1
  • Thyroid-stimulating hormone (TSH) (detect hypothyroidism) 1
  • Erythrocyte sedimentation rate (ESR) and C-reactive protein (CRP) (assess for inflammation) 1

Additional Testing Based on Clinical Context

  • Nutritional assessment if dietary deficiencies suspected 1, 4
  • Infectious disease screening for new immigrants or recent travelers (malaria, tuberculosis, schistosomiasis, dengue) 1
  • Cardiac evaluation (ECG, echocardiogram) for patients with cardiac risk factors or those who received cardiotoxic treatments 3, 1
  • Thyroid screening for patients who received radiation to neck or thorax 3
  • Consider disease recurrence or late treatment effects in cancer survivors 1

When to Avoid Extensive Testing

  • Imaging studies (chest X-ray, CT, PET/CT) should only be pursued if red flags are present 4
  • Mild to moderate fatigue persisting 6-12 months after completion of therapy does not warrant extensive workup unless other symptoms are present 3

Management Approach

Non-Pharmacologic Interventions (Category 1 Recommendations)

  • Initiate a structured physical activity program with moderate walking, stretching, and aerobic exercise 2-3 times weekly for 30-60 minutes—this is a Category 1 recommendation 1, 4
  • Improve sleep hygiene and implement cognitive behavioral therapy for insomnia if sleep disturbances identified 1, 4
  • Provide education and counseling about fatigue patterns and energy-conservation strategies 1
  • Offer psychosocial interventions: cognitive-behavioral therapy, psycho-educational therapy, or supportive expressive therapy 1

Treatment of Identified Contributing Factors

  • Treat depression or anxiety if present using appropriate pharmacotherapy and/or psychotherapy 1, 4
  • Optimize pain management if applicable 1
  • Restore nutritional deficiencies with appropriate supplementation 4
  • Address identified comorbidities including thyroid dysfunction, cardiac issues, or other medical conditions 1

Specialist Referral Indications

  • Refer to cardiology when cardiac evaluation is indicated for persistent fatigue 1
  • Refer to endocrine specialists for management of identified endocrine abnormalities 1
  • Refer to mental health professionals for refractory depression or anxiety 1
  • Consider referral to appropriate specialists if fatigue persists despite addressing contributing factors 1

Follow-Up and Monitoring

  • Rescreen at regular intervals for symptom evolution 1, 4
  • Inpatients should be screened daily; outpatients at subsequent routine and follow-up visits 3
  • Continue monitoring even after treatment completion, as fatigue symptoms may persist 3
  • Watchful waiting with regularly scheduled follow-up is appropriate if diagnosis remains unclear after initial workup 4

Common Pitfalls to Avoid

  • Do not overlook medication side effects as potential contributors to fatigue—this is commonly missed 1, 2
  • Recognize that fatigue rarely occurs in isolation and often clusters with other symptoms 2
  • Do not pursue extensive imaging or testing in the absence of red flag symptoms 4
  • Avoid dismissing persistent fatigue in cancer survivors without considering disease recurrence 1

References

Guideline

Fatigue Management Guidelines

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Approach to Fatigue Workup

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Fatigue Evaluation and Management in Teenagers

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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