What baseline medical and psychiatric evaluations are needed before initiating attention‑deficit/hyperactivity disorder medication, including history, physical examination, electrocardiogram, laboratory tests, and symptom rating scales?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: February 26, 2026View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Baseline Evaluations Before Starting ADHD Medication

Before initiating ADHD medication, you must obtain a comprehensive clinical history documenting symptom onset, duration, and cross-setting impairment; measure baseline blood pressure and pulse; screen for cardiovascular risk factors and family cardiac history; assess for comorbid psychiatric conditions and substance use (especially in adolescents); and use standardized rating scales to quantify symptom severity.


Essential Clinical History Components

ADHD Symptom Documentation

  • Confirm that symptoms meet DSM-5 criteria for ADHD with evidence of inattention, hyperactivity, or impulsivity causing functional impairment in at least two settings (home, school, work) 1.
  • Document symptom duration of at least 6 months in school-aged children and adolescents; for preschoolers (ages 4–5), symptoms must persist for at least 9 months before considering medication 1, 2.
  • Verify that symptoms cause moderate-to-severe functional impairment across multiple domains (academic performance, social relationships, occupational functioning) 1.

Developmental and Treatment History

  • Obtain detailed prior treatment history including all previous ADHD medications, doses, duration of trials, response, side effects, and reasons for discontinuation 3.
  • For preschool-aged children, confirm that parent training and behavioral therapy have been attempted for at least 9 months and found inadequate before considering medication 1, 2.

Cardiovascular Assessment

Baseline Vital Signs

  • Measure blood pressure and pulse in both seated and standing positions to establish baseline cardiovascular parameters and detect orthostatic changes 3, 4.
  • Repeat blood pressure and pulse measurements at each dose adjustment during titration and quarterly during maintenance therapy in adults 3.

Cardiac History Screening

  • Obtain a detailed personal cardiac history including syncope, chest pain, palpitations, exercise intolerance, or known structural heart disease 3.
  • Document family history of premature cardiovascular death (before age 50), sudden cardiac death, arrhythmias, cardiomyopathy, or congenital heart disease 3.
  • Identify absolute cardiovascular contraindications including symptomatic cardiovascular disease, uncontrolled hypertension, hyperthyroidism, and glaucoma 3, 4.

When to Obtain an ECG

  • An electrocardiogram is not routinely required for all patients before starting stimulants, but should be obtained if the personal or family cardiac history reveals concerning features 3.
  • Consider cardiology consultation if structural heart disease, arrhythmias, or significant family history is identified 3.

Psychiatric and Substance Use Screening

Comorbidity Assessment

  • Screen for comorbid depression, anxiety, bipolar disorder, psychosis, tic disorders, and autism spectrum disorder using clinical interview and standardized rating scales 1, 5.
  • Rates of comorbid psychiatric conditions range from 12–60% in children with ADHD, making systematic screening essential 6, 5.
  • For adolescents and adults, assess for symptoms of substance use including alcohol, cannabis, and illicit stimulants before prescribing 1.

Substance Use Considerations

  • If active substance use is identified in adolescents, refer to a subspecialist for consultative support and consider non-stimulant options (atomoxetine, guanfacine, clonidine) as first-line therapy 1.
  • Monitor for diversion risk by assessing the patient's social environment, peer substance use, and prescription refill patterns 1.

Bipolar Disorder Screening

  • Screen for personal or family history of bipolar disorder, mania, or hypomania because stimulants can precipitate manic episodes in vulnerable individuals 3.
  • If bipolar disorder is confirmed, mood stabilizers must be optimized before initiating stimulant therapy 3.

Standardized Rating Scales

Symptom Quantification

  • Use the Adult ADHD Self-Report Scale (ASRS) Part A as a structured screening tool for adults before initiating medication 7.
  • Employ age-appropriate rating scales such as Conners' Rating Scales or Vanderbilt Assessment Scales to obtain parent and teacher reports for children and adolescents 1, 8.
  • Gather collateral information from multiple informants (parents, teachers, partners) to confirm cross-setting impairment 7, 8.

Baseline Functional Assessment

  • Document baseline functional impairment in academic performance, occupational productivity, social relationships, and daily living skills to track treatment response 1, 7.

Physical Examination and Growth Parameters

Baseline Measurements

  • Record height and weight to establish baseline growth parameters, particularly in children and adolescents, as stimulants can affect growth velocity 3, 4.
  • Perform a comprehensive physical examination including assessment for signs of hyperthyroidism, cardiovascular abnormalities, and neurologic conditions 3.

Ongoing Monitoring

  • Track height and weight at every visit in children and adolescents to monitor for growth suppression 3, 4.
  • Measure height and weight periodically in adults to detect appetite suppression and weight loss 3.

Laboratory Tests

Routine Laboratory Work

  • No routine laboratory tests (CBC, metabolic panel, thyroid function) are required before starting ADHD medication unless clinically indicated by history or physical examination 3, 4.
  • Neuropsychological testing is not necessary for diagnosis in most cases, although it may clarify learning strengths and weaknesses 1.

When to Order Labs

  • Obtain thyroid function tests if hyperthyroidism is suspected based on clinical features (tachycardia, weight loss, tremor) 3.
  • Consider metabolic screening if the patient has risk factors for diabetes or metabolic syndrome that may be exacerbated by stimulant-related appetite changes 4.

Special Population Considerations

Preschool-Aged Children (4–5 Years)

  • Medication should only be considered after behavioral therapy has been attempted for at least 9 months and moderate-to-severe impairment persists across multiple settings 1, 2.
  • Methylphenidate is the only stimulant with adequate evidence for this age group, although its use remains off-label 1, 2.
  • Consultation with a mental health specialist experienced in preschool ADHD is recommended before initiating medication 1, 2.

Adolescents (12–18 Years)

  • Systematically screen for substance use symptoms and assess risk of medication diversion to peers or family members 1.
  • Obtain the adolescent's assent in addition to parental consent before prescribing medication 1.
  • Consider long-acting formulations with lower abuse potential (lisdexamfetamine, OROS-methylphenidate) when diversion risk is elevated 1, 3.

Adults

  • Confirm childhood onset of symptoms by obtaining developmental history and, when possible, collateral information from parents or school records 7, 4.
  • Screen for comorbid mood and anxiety disorders which occur in approximately 10% of adults with recurrent depression 3.

Common Pitfalls to Avoid

  • Do not initiate medication in preschoolers without first attempting behavioral therapy for at least 9 months 1, 2.
  • Do not prescribe stimulants to patients with active psychosis, uncontrolled hypertension, symptomatic cardiovascular disease, or concurrent MAO inhibitor use 3, 4.
  • Do not assume that irritability or mood lability automatically indicates bipolar disorder; these symptoms often improve with appropriate ADHD treatment 3.
  • Do not rely solely on subjective rating scales; combine them with comprehensive clinical history and collateral information 6, 8.
  • Do not start stimulants in adolescents with active substance use without subspecialist consultation; consider non-stimulant alternatives first 1.

Baseline Evaluation Checklist

Before prescribing ADHD medication, complete the following:

  1. Clinical history: DSM-5 symptom criteria, duration ≥6 months (≥9 months for preschoolers), cross-setting impairment 1, 2
  2. Cardiovascular assessment: Blood pressure, pulse, personal and family cardiac history 3, 4
  3. Psychiatric screening: Depression, anxiety, bipolar disorder, psychosis, substance use 1, 5
  4. Rating scales: ASRS (adults), Conners or Vanderbilt (children), collateral reports 1, 7, 8
  5. Physical exam: Height, weight, signs of hyperthyroidism or cardiac disease 3, 4
  6. Treatment history: Prior medications, behavioral interventions, response, side effects 3
  7. Special populations: Behavioral therapy trial for preschoolers, substance use screening for adolescents 1, 2

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Pharmacologic Management of ADHD in Preschool‑Aged Children (≤5 years)

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Medication Options for Managing Both Mood Symptoms and ADHD

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Research

Attention-deficit/hyperactivity disorder and comorbidity.

Pediatric clinics of North America, 1999

Research

What is attention-deficit hyperactivity disorder (ADHD)?

Journal of child neurology, 2005

Research

Attention-Deficit/Hyperactivity Disorder in Adults.

American family physician, 2024

Research

Attention-deficit/hyperactivity disorder: management.

American family physician, 2001

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.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.